Northwestern Mutual Financial Network
Industry: Insurance company
DescriptionFounded: 2007 Parent organization: Northwestern Mutual
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Northwestern Mutual Financial Network Employees
Employee
Years
Job
Industry
Rachel Rue Rachel Rue's Northwestern Mutual Financial Network Experience July 2011 - December 2011
Job Real Estate Assistant ♦ Transaction Coordinator ♦ Marketer ♦ Real Estate Enthusiast
Industry Real Estate
Experience
Davies Company Real Estate February 2013 - Present
Northwestern Mutual May 2011 - December 2012
Northwestern Mutual Financial Network July 2011 - December 2011
ProTax & Accounting Services January 2010 - April 2011
Skills
College Recruiting, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Insurance, Time Management, Public Speaking, Social Media, Marketing, Recruiting, Finance, Outlook, Networking, Social Networking, Organizational Structure, Real Property, Real Estate Transactions, Organization Skills, Real Estate
Education
Metropolitan State University of Denver 2008 — 2012
Bachelor of Science (B.S.), Marketing
Davies Company Real Estate February 2013 - Present
Northwestern Mutual May 2011 - December 2012
Northwestern Mutual Financial Network July 2011 - December 2011
ProTax & Accounting Services January 2010 - April 2011
Skills
College Recruiting, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Insurance, Time Management, Public Speaking, Social Media, Marketing, Recruiting, Finance, Outlook, Networking, Social Networking, Organizational Structure, Real Property, Real Estate Transactions, Organization Skills, Real Estate
Education
Metropolitan State University of Denver 2008 — 2012
Bachelor of Science (B.S.), Marketing
Amanda Buchanan Amanda Buchanan's Northwestern Mutual Financial Network Experience July 2012 - December 2012
Job Accountant
Industry Government Administration
Experience
Metro Transit May 2014 - Present
LifeWorks, Inc May 2010 - Present
University of Wisconsin-River Falls January 2012 - December 2014
University of Wisconsin-River Falls February 2013 - May 2014
Metro Transit May 2013 - September 2013
Northwestern Mutual Financial Network July 2012 - December 2012
Dairy Queen February 2007 - August 2012
Skills
Attention To Detail, Organizational..., Independent, Critical Thinking, Time Management, Customer Service, Data Entry, Event Planning, Interpersonal..., Organization, Leadership Development, Leadership, Teamwork, Conflict Resolution, Fundraising, Social Networking, Community Outreach, Microsoft Word, Volunteer Management, Training, Nonprofits, Public Speaking, PowerPoint, Resume Writing, Analysis, Microsoft Office, Microsoft Excel
Education
University of Wisconsin-River Falls 2011 — 2014
Bachelor's Degree, Economics & Business Administration-Finance, GPA 3.90
Normandale Community College 2009 — 2011
Associate's Degree, Liberal Arts, GPA 3.78
Metro Transit May 2014 - Present
LifeWorks, Inc May 2010 - Present
University of Wisconsin-River Falls January 2012 - December 2014
University of Wisconsin-River Falls February 2013 - May 2014
Metro Transit May 2013 - September 2013
Northwestern Mutual Financial Network July 2012 - December 2012
Dairy Queen February 2007 - August 2012
Skills
Attention To Detail, Organizational..., Independent, Critical Thinking, Time Management, Customer Service, Data Entry, Event Planning, Interpersonal..., Organization, Leadership Development, Leadership, Teamwork, Conflict Resolution, Fundraising, Social Networking, Community Outreach, Microsoft Word, Volunteer Management, Training, Nonprofits, Public Speaking, PowerPoint, Resume Writing, Analysis, Microsoft Office, Microsoft Excel
Education
University of Wisconsin-River Falls 2011 — 2014
Bachelor's Degree, Economics & Business Administration-Finance, GPA 3.90
Normandale Community College 2009 — 2011
Associate's Degree, Liberal Arts, GPA 3.78
Lizzie Clark's Northwestern Mutual Financial Network Experience May 2010 - August 2010
Job Sr. Tech Recruiter at Enova International
Industry Staffing and Recruiting
Experience
Enova International February 2015 - Present
Enova Financial January 2013 - Present
Fahrenheit IT August 2011 - January 2013
Hamilton County Juvenile Court August 2010 - December 2010
Northwestern Mutual Financial Network May 2010 - August 2010
Skills
Applicant Tracking..., Online Advertising, Talent Acquisition, Technical Recruiting, Internet Recruiting, Recruiting, Temporary Placement, Temporary Staffing, Contract Recruitment, Staffing Services, Vendor Management, Permanent Placement, Sourcing, PeopleSoft, SDLC, Program Management, Screening Resumes, Benefits Negotiation, CRM, Cold Calling, Building Relationships, Resource Management, Recruitment Advertising, Leadership, Interviews, Staff Augmentation, Networking, Employee Training, Account Management, Hiring, IT Recruitment, Human Resources, HRIS, Executive Search, College Recruiting, Employee Relations, Resume Writing, Time Management, Screening, Information Technology, Training, Interview Preparation, Onboarding, Talent Management, Social Networking, Personnel Management, Management, Consulting, Employee Benefits, Performance Management
Education
Miami University 2007 — 2011
BACHELOR OF ARTS AND SCIENCE, Interpersonal Communication and Family Studies
Penn High School
Enova International February 2015 - Present
Enova Financial January 2013 - Present
Fahrenheit IT August 2011 - January 2013
Hamilton County Juvenile Court August 2010 - December 2010
Northwestern Mutual Financial Network May 2010 - August 2010
Skills
Applicant Tracking..., Online Advertising, Talent Acquisition, Technical Recruiting, Internet Recruiting, Recruiting, Temporary Placement, Temporary Staffing, Contract Recruitment, Staffing Services, Vendor Management, Permanent Placement, Sourcing, PeopleSoft, SDLC, Program Management, Screening Resumes, Benefits Negotiation, CRM, Cold Calling, Building Relationships, Resource Management, Recruitment Advertising, Leadership, Interviews, Staff Augmentation, Networking, Employee Training, Account Management, Hiring, IT Recruitment, Human Resources, HRIS, Executive Search, College Recruiting, Employee Relations, Resume Writing, Time Management, Screening, Information Technology, Training, Interview Preparation, Onboarding, Talent Management, Social Networking, Personnel Management, Management, Consulting, Employee Benefits, Performance Management
Education
Miami University 2007 — 2011
BACHELOR OF ARTS AND SCIENCE, Interpersonal Communication and Family Studies
Penn High School
Corey Garner's Northwestern Mutual Financial Network Experience May 2011 - January 2015
Job Wealth Management Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial January 2015 - Present
Northwestern Mutual Financial Network May 2011 - January 2015
Education
Middle Tennessee State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Franklin County High School 2004 — 2007
LPL Financial January 2015 - Present
Northwestern Mutual Financial Network May 2011 - January 2015
Education
Middle Tennessee State University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Franklin County High School 2004 — 2007
Melanie Kohler, CLTC Melanie Kohler, CLTC's Northwestern Mutual Financial Network Experience June 2004 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 2004 - Present
Owner Strategies Benefits, LLC November 2003 - Present
Rogers Benefit Group, Orlando, Florida October 1996 - June 1998
Skills
Disability Insurance, Long-term Care, Wealth Accumulation, Retirement Planning, Retirement, 401k, Life Insurance, Long Term Care Insurance, Series 7, Employee Benefits, Series 6, Series 63, CLTC, IRAs
Education
University of Central Florida - College of Business Administration 1990 — 1992
BSBA, Business Administration, Marketing
Morehead State University 1988 — 1990
Business Administration, Marketing
Northwestern Mutual Financial Network June 2004 - Present
Owner Strategies Benefits, LLC November 2003 - Present
Rogers Benefit Group, Orlando, Florida October 1996 - June 1998
Skills
Disability Insurance, Long-term Care, Wealth Accumulation, Retirement Planning, Retirement, 401k, Life Insurance, Long Term Care Insurance, Series 7, Employee Benefits, Series 6, Series 63, CLTC, IRAs
Education
University of Central Florida - College of Business Administration 1990 — 1992
BSBA, Business Administration, Marketing
Morehead State University 1988 — 1990
Business Administration, Marketing
Corey Asman's Northwestern Mutual Financial Network Experience May 2010 - September 2010
Job Accountant at The Modal Shop
Industry Accounting
Experience
The Modal Shop Inc. January 2012 - Present
JPMorgan Chase June 2011 - December 2011
Lerner, Sampson & Rothfuss March 2011 - April 2011
Northwestern Mutual Financial Network May 2010 - September 2010
Brill Science Library August 2006 - May 2010
Queen City Lawn Care May 2007 - August 2008
Spring Grove Cemetery June 2005 - August 2006
Skills
Hard Worker, Sungard, Excel, Word, Determination, Teamwork, Microsoft Office, Financial Planning, Microsoft Excel
Education
Miami University 2006 — 2010
Bachelor, Accountancy
Elder High School 2002 — 2006
General
The Modal Shop Inc. January 2012 - Present
JPMorgan Chase June 2011 - December 2011
Lerner, Sampson & Rothfuss March 2011 - April 2011
Northwestern Mutual Financial Network May 2010 - September 2010
Brill Science Library August 2006 - May 2010
Queen City Lawn Care May 2007 - August 2008
Spring Grove Cemetery June 2005 - August 2006
Skills
Hard Worker, Sungard, Excel, Word, Determination, Teamwork, Microsoft Office, Financial Planning, Microsoft Excel
Education
Miami University 2006 — 2010
Bachelor, Accountancy
Elder High School 2002 — 2006
General
Cory Scott's Northwestern Mutual Financial Network Experience November 2009 - May 2011
Job CoFounder & CEO at LiveBy, Inc.
Industry Real Estate
Experience
LiveBy, Inc. March 2015 - Present
Duncan Aviation June 2012 - April 2015
Duncan Aviation April 2013 - December 2014
Duncan Aviation July 2012 - April 2013
Duncan Aviation October 2011 - June 2012
Knorr Construction May 2011 - September 2011
Northwestern Mutual Financial Network November 2009 - May 2011
Skills
Leadership, Leadership Development, Project Management, Customer Service, Financial Analysis, Project Development, Program Management, Analysis, Employee Training, Team Leadership, Risk Assessment, Data Analysis, Public Speaking, Business Aviation, Software Implementation, Government Contracts Law, Quality Management..., Internal Audit, Learning Management..., Federal Aviation..., International Standards..., Training & Development, Compliance, Investment Strategies, Iso 9000, Research
Education
Nebraska Wesleyan University 2014 — 2016
Master of Business Administration (M.B.A.), Innovation/Executive Leadership
Nebraska Wesleyan University 2012 — 2013
Certificate, Project Management
Nebraska Wesleyan University 2007 — 2012
Bachelor of Arts (B.A.), Communication, Business, Spanish
LiveBy, Inc. March 2015 - Present
Duncan Aviation June 2012 - April 2015
Duncan Aviation April 2013 - December 2014
Duncan Aviation July 2012 - April 2013
Duncan Aviation October 2011 - June 2012
Knorr Construction May 2011 - September 2011
Northwestern Mutual Financial Network November 2009 - May 2011
Skills
Leadership, Leadership Development, Project Management, Customer Service, Financial Analysis, Project Development, Program Management, Analysis, Employee Training, Team Leadership, Risk Assessment, Data Analysis, Public Speaking, Business Aviation, Software Implementation, Government Contracts Law, Quality Management..., Internal Audit, Learning Management..., Federal Aviation..., International Standards..., Training & Development, Compliance, Investment Strategies, Iso 9000, Research
Education
Nebraska Wesleyan University 2014 — 2016
Master of Business Administration (M.B.A.), Innovation/Executive Leadership
Nebraska Wesleyan University 2012 — 2013
Certificate, Project Management
Nebraska Wesleyan University 2007 — 2012
Bachelor of Arts (B.A.), Communication, Business, Spanish
Eunice Owolabi Eunice Owolabi's Northwestern Mutual Financial Network Experience May 2011 - August 2011
Job Care Coordinator at APS Pharmacy
Industry Health, Wellness and Fitness
Experience
Advanced Pharmacy Solutions LLC June 2015 - Present
Avis Budget Group August 2014 - June 2015
Real Page, Inc. July 2012 - January 2014
Northwestern Mutual Financial Network May 2011 - August 2011
Skills
Leadership, Dance, Microsoft Excel, Marketing, PowerPoint, Customer Service, Microsoft Word, Social Media, Social Networking, Event Planning
Education
Montreat College 2014 — 2015
Masters of Science in Management and Leadership (MSML)
King University 2008 — 2012
Bachelors, Marketing and Finance
C.D. Owen High School 2004 — 2008
business pathway
Advanced Pharmacy Solutions LLC June 2015 - Present
Avis Budget Group August 2014 - June 2015
Real Page, Inc. July 2012 - January 2014
Northwestern Mutual Financial Network May 2011 - August 2011
Skills
Leadership, Dance, Microsoft Excel, Marketing, PowerPoint, Customer Service, Microsoft Word, Social Media, Social Networking, Event Planning
Education
Montreat College 2014 — 2015
Masters of Science in Management and Leadership (MSML)
King University 2008 — 2012
Bachelors, Marketing and Finance
C.D. Owen High School 2004 — 2008
business pathway
Joseph D'Antonio Joseph D'Antonio's Northwestern Mutual Financial Network Experience November 2008 - April 2010
Job Senior Financial Analyst at Exelon Nuclear
Industry Utilities
Experience
Exelon Nuclear August 2014 - Present
Exelon Nuclear November 2010 - August 2014
D Construction Inc. June 2010 - November 2010
Northwestern Mutual Financial Network November 2008 - April 2010
Various June 2007 - December 2008
Skills
Financial Forecasting, Operating Budgets, Capital Budgeting, Confined Space Rescue, Technical Rescue, Rope Rescue
Education
North Central College 2005 — 2009
B.S., Economics, Finance
Exelon Nuclear August 2014 - Present
Exelon Nuclear November 2010 - August 2014
D Construction Inc. June 2010 - November 2010
Northwestern Mutual Financial Network November 2008 - April 2010
Various June 2007 - December 2008
Skills
Financial Forecasting, Operating Budgets, Capital Budgeting, Confined Space Rescue, Technical Rescue, Rope Rescue
Education
North Central College 2005 — 2009
B.S., Economics, Finance
Lee Noland Lee Noland's Northwestern Mutual Financial Network Experience April 2008 - July 2010
Job Internal Operations at Mindak Commercial Construction
Industry Construction
Experience
Mindak Commercial Construction December 2011 - Present
Key City Sertoma Club March 2009 - June 2012
State Farm Insurance August 2010 - December 2011
Northwestern Mutual Financial Network April 2008 - July 2010
1st Class Painting August 2005 - October 2007
Mcmillan Painting January 2003 - August 2005
Skills
Insurance, Strategic Financial..., Golf, Construction Finance, Banking, Financial Modeling, Account Management, Salesforce.com, Strategic Planning
Education
Minnesota State University, Mankato 2004 — 2008
Finance, Financial Planning and Insurance
Red River High School 2000 — 2004
Mindak Commercial Construction December 2011 - Present
Key City Sertoma Club March 2009 - June 2012
State Farm Insurance August 2010 - December 2011
Northwestern Mutual Financial Network April 2008 - July 2010
1st Class Painting August 2005 - October 2007
Mcmillan Painting January 2003 - August 2005
Skills
Insurance, Strategic Financial..., Golf, Construction Finance, Banking, Financial Modeling, Account Management, Salesforce.com, Strategic Planning
Education
Minnesota State University, Mankato 2004 — 2008
Finance, Financial Planning and Insurance
Red River High School 2000 — 2004
Austin Wright's Northwestern Mutual Financial Network Experience August 2000 - April 2003
Job Manager, Strategic Accounts
Industry Information Services
Experience
CMD (Reed Construction Data) January 2014 - Present
Reed Construction Data April 2013 - January 2014
Reed Construction Data December 2011 - April 2013
Fifth Third Bank January 2010 - July 2011
Ameriprise Financial May 2008 - December 2009
Edward Jones January 2004 - May 2008
Northwestern Mutual Financial Network August 2000 - April 2003
Skills
Insurance, Retirement Planning, CRM, Investments, Business Development, Strategic Financial..., Portfolio Management, Sales, Selling, Management, Marketing, Competitive Analysis, Cold Calling, Finance, Market Research, Account Management, Financial Planning, New Business Development
Education
Murray State University 2000 — 2003
B.S, Business; Finance and Economics
CMD (Reed Construction Data) January 2014 - Present
Reed Construction Data April 2013 - January 2014
Reed Construction Data December 2011 - April 2013
Fifth Third Bank January 2010 - July 2011
Ameriprise Financial May 2008 - December 2009
Edward Jones January 2004 - May 2008
Northwestern Mutual Financial Network August 2000 - April 2003
Skills
Insurance, Retirement Planning, CRM, Investments, Business Development, Strategic Financial..., Portfolio Management, Sales, Selling, Management, Marketing, Competitive Analysis, Cold Calling, Finance, Market Research, Account Management, Financial Planning, New Business Development
Education
Murray State University 2000 — 2003
B.S, Business; Finance and Economics
Brad Felix, CFA's Northwestern Mutual Financial Network Experience July 2007 - August 2007
Job Financial Advisor, CEO at RhineVest
Industry Investment Management
Experience
Opus Capital Management July 2009 - November 2014
Aurora Investment Management (fka Harris Alternatives LLC) May 2008 - August 2008
Northwestern Mutual Financial Network July 2007 - August 2007
Park National Bank June 2006 - August 2006
Skills
Financial Planning, Budget Monitoring, Retirement Planning, Personal Finance, Valuation, Budgeting, Finance, Portfolio Management, Value Investing, Quantitative Analytics, Venture Capital, Due Diligence, Investments, Dividends, Macroeconomics, Quantitative Finance, Monetary Policy, Start-up Ventures, Financial Modeling, JavaScript, jQuery, HTML, CSS, Hedge Funds, Financial Services, Lean Startup, Insurance, Management, Research, Investment Management, Private Equity, Financial Analysis, Corporate Finance, Leadership, Credit Risk, Credit Analysis
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.), Finance, Cumulative GPA: 3.96, Finance GPA: 4.0
Bethel-Tate High School 2001 — 2005
Valedictorian
Business Intelligence Advisors
Tactical Behavior Assessment Training
Opus Capital Management July 2009 - November 2014
Aurora Investment Management (fka Harris Alternatives LLC) May 2008 - August 2008
Northwestern Mutual Financial Network July 2007 - August 2007
Park National Bank June 2006 - August 2006
Skills
Financial Planning, Budget Monitoring, Retirement Planning, Personal Finance, Valuation, Budgeting, Finance, Portfolio Management, Value Investing, Quantitative Analytics, Venture Capital, Due Diligence, Investments, Dividends, Macroeconomics, Quantitative Finance, Monetary Policy, Start-up Ventures, Financial Modeling, JavaScript, jQuery, HTML, CSS, Hedge Funds, Financial Services, Lean Startup, Insurance, Management, Research, Investment Management, Private Equity, Financial Analysis, Corporate Finance, Leadership, Credit Risk, Credit Analysis
Education
Miami University 2005 — 2009
Bachelor of Science (B.S.), Finance, Cumulative GPA: 3.96, Finance GPA: 4.0
Bethel-Tate High School 2001 — 2005
Valedictorian
Business Intelligence Advisors
Tactical Behavior Assessment Training
Sarah Laughlin Sarah Laughlin's Northwestern Mutual Financial Network Experience May 2010 - December 2010
Job RFM Consulting at Aon Hewitt
Industry Investment Management
Experience
Aon Hewitt September 2012 - Present
AmFed Companies, LLC January 2011 - May 2012
Northwestern Mutual Financial Network May 2010 - December 2010
Skills
Insurance, Underwriting, Employee Benefits, Customer Service, Microsoft Excel, Microsoft Office, Social Media, Event Planning, Strategic Planning, Financial Analysis
Education
Millsaps College 2011 — 2012
Master of Business Administration (M.B.A.)
Millsaps College 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration, Economics
Aon Hewitt September 2012 - Present
AmFed Companies, LLC January 2011 - May 2012
Northwestern Mutual Financial Network May 2010 - December 2010
Skills
Insurance, Underwriting, Employee Benefits, Customer Service, Microsoft Excel, Microsoft Office, Social Media, Event Planning, Strategic Planning, Financial Analysis
Education
Millsaps College 2011 — 2012
Master of Business Administration (M.B.A.)
Millsaps College 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration, Economics
Jim Ferrari Jim Ferrari's Northwestern Mutual Financial Network Experience 2007 - January 2015
Job Managing Associate at Mass Mutual Rochester
Industry Financial Services
Experience
Mass Mutual - Rochester January 2015 - Present
Mass Mutual Buffalo January 2015 - Present
National Center for Missing & Exploited Children October 2014 - Present
National Centers for Missing & Exploited Children November 2012 - Present
Northwestern Mutual Financial Network 2007 - January 2015
Foodlink Inc. January 2006 - August 2007
Maplewood Nursing Home & Rehabilitation January 2003 - January 2007
AT Your Service of Rochester, LLC January 2003 - January 2007
US Foodservice January 1999 - January 2003
Skills
Sales, Sales Management, Marketing, Sales Operations, Advertising, Product Marketing, Public Relations, Entrepreneurship, Leadership, Team Leadership, Customer Service, Management, Strategy, Coaching, Networking, Employee Benefits, Finance, Insurance, Strategic Financial..., Time Management, Strategic Planning, Training, Small Business, New Business Development, Financial Analysis, Team Building, Business Development, Wealth Preservation..., Personal Finance, Financial Planning
Education
The American College 2011 — 2015
CLU
Culinary Institute of America 1991 — 1993
Culinary arts / Business management
Monroe Community College 1989 — 1991
Foodservice Hotel management
Pal-Mac
Mass Mutual - Rochester January 2015 - Present
Mass Mutual Buffalo January 2015 - Present
National Center for Missing & Exploited Children October 2014 - Present
National Centers for Missing & Exploited Children November 2012 - Present
Northwestern Mutual Financial Network 2007 - January 2015
Foodlink Inc. January 2006 - August 2007
Maplewood Nursing Home & Rehabilitation January 2003 - January 2007
AT Your Service of Rochester, LLC January 2003 - January 2007
US Foodservice January 1999 - January 2003
Skills
Sales, Sales Management, Marketing, Sales Operations, Advertising, Product Marketing, Public Relations, Entrepreneurship, Leadership, Team Leadership, Customer Service, Management, Strategy, Coaching, Networking, Employee Benefits, Finance, Insurance, Strategic Financial..., Time Management, Strategic Planning, Training, Small Business, New Business Development, Financial Analysis, Team Building, Business Development, Wealth Preservation..., Personal Finance, Financial Planning
Education
The American College 2011 — 2015
CLU
Culinary Institute of America 1991 — 1993
Culinary arts / Business management
Monroe Community College 1989 — 1991
Foodservice Hotel management
Pal-Mac
Brittany Santin Brittany Santin's Northwestern Mutual Financial Network Experience December 2009 - August 2011
Job Owner/Office Manager at PalmerSantin Funeral Home
Industry Consumer Services
Experience
Palmer-Santin Funeral Home April 2015 - Present
Archer Credit Union July 2013 - March 2015
Credit Management February 2013 - July 2013
Farmers Insurance September 2011 - February 2013
Northwestern Mutual Financial Network December 2009 - August 2011
West Gate Bank October 2008 - December 2009
Skills
Accounting, Finance, Microsoft Excel, Marketing, Management, Insurance, Financial Analysis, Sales, Time Management, Banking, Leadership, Investments, Customer Service, Teamwork, Access, Microsoft Word
Education
Nebraska Wesleyan University 2007 — 2010
Bachelor of Science, Business Administration & Accounting
Palmer-Santin Funeral Home April 2015 - Present
Archer Credit Union July 2013 - March 2015
Credit Management February 2013 - July 2013
Farmers Insurance September 2011 - February 2013
Northwestern Mutual Financial Network December 2009 - August 2011
West Gate Bank October 2008 - December 2009
Skills
Accounting, Finance, Microsoft Excel, Marketing, Management, Insurance, Financial Analysis, Sales, Time Management, Banking, Leadership, Investments, Customer Service, Teamwork, Access, Microsoft Word
Education
Nebraska Wesleyan University 2007 — 2010
Bachelor of Science, Business Administration & Accounting
Andre Reguinho Andre Reguinho's Northwestern Mutual Financial Network Experience May 2008 - August 2009
Job Internal Insurance Specialist
Industry Insurance
Experience
Merrill Lynch June 2011 - Present
Merrill Lynch September 2010 - September 2011
Northwestern Mutual Financial Network May 2008 - August 2009
Alltek Security Systems Grouyp, Inc. 2006 - 2007
Skills
Insurance, Life Insurance, Long Term Care Insurance, Estate Planning, Series 7, Series 66, Life & Health Insurance..., Sales, Equities, 401k, Securities, Investments
Education
Monmouth University 2005 — 2007
BA, Psychology
Middlesex County College 2002 — 2005
AA, Psychology
Merrill Lynch June 2011 - Present
Merrill Lynch September 2010 - September 2011
Northwestern Mutual Financial Network May 2008 - August 2009
Alltek Security Systems Grouyp, Inc. 2006 - 2007
Skills
Insurance, Life Insurance, Long Term Care Insurance, Estate Planning, Series 7, Series 66, Life & Health Insurance..., Sales, Equities, 401k, Securities, Investments
Education
Monmouth University 2005 — 2007
BA, Psychology
Middlesex County College 2002 — 2005
AA, Psychology
Andre Savage Andre Savage's Northwestern Mutual Financial Network Experience October 2011 - July 2012
Job Recruiter/Assistant Coach at Canadian International Hockey Academy/ Académie Canadienne et Internationale de Hockey
Industry Sports
Experience
Canadian International Hockey Academy/ Académie Canadienne et Internationale de Hockey September 2012 - Present
Northwestern Mutual Financial Network October 2011 - July 2012
. September 1998 - April 2010
Education
Michigan Technological University 1994 — 1998
Bachelor, Communications
Canadian International Hockey Academy/ Académie Canadienne et Internationale de Hockey September 2012 - Present
Northwestern Mutual Financial Network October 2011 - July 2012
. September 1998 - April 2010
Education
Michigan Technological University 1994 — 1998
Bachelor, Communications
Coree Matson Coree Matson's Northwestern Mutual Financial Network Experience February 1994 - December 2003
Job Risk Manager at houseboats.com
Industry Recreational Facilities and Services
Experience
houseboats.com February 2006 - Present
Northwestern Mutual Financial Network February 1994 - December 2003
Design Central August 1986 - December 1994
Skills
Operations Management, Strategic Planning, Customer Service, Insurance, Budgets, Risk Management, Microsoft Office, Public Relations, Contract Negotiation, Workers Compensation, Leadership
Education
CSU Fresno 1976 — 1979
Bachelor of Arts, Industrial Design and Communication
Modesto Junior College 1974 — 1976
Associate of Arts, General Education
Turlock High School 1970 — 1974
Graduate, General
houseboats.com February 2006 - Present
Northwestern Mutual Financial Network February 1994 - December 2003
Design Central August 1986 - December 1994
Skills
Operations Management, Strategic Planning, Customer Service, Insurance, Budgets, Risk Management, Microsoft Office, Public Relations, Contract Negotiation, Workers Compensation, Leadership
Education
CSU Fresno 1976 — 1979
Bachelor of Arts, Industrial Design and Communication
Modesto Junior College 1974 — 1976
Associate of Arts, General Education
Turlock High School 1970 — 1974
Graduate, General
Lindsey J. Swenson, CFP®, CLU®, ChFC®, CLTC Lindsey J. Swenson, CFP®, CLU®, ChFC®, CLTC's Northwestern Mutual Financial Network Experience May 2007 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network May 2007 - Present
Education
Minnesota State University, Moorhead 2004 — 2008
Bachelors Degree, Finance, Accounting
Northwestern Mutual Financial Network May 2007 - Present
Education
Minnesota State University, Moorhead 2004 — 2008
Bachelors Degree, Finance, Accounting
Marlene Rowell's Northwestern Mutual Financial Network Experience May 2009 - February 2010
Job Talent Acquisition specialist connecting great people with amazing opportunities!
Industry Staffing and Recruiting
Experience
Cornerstone RPO April 2015 - Present
CarMax Auto Finance August 2014 - April 2015
Snyder's-Lance, Inc. March 2013 - August 2014
Aerotek June 2011 - March 2013
Wachovia, A Wells Fargo Company September 2010 - May 2011
Wells Fargo Financial May 2010 - September 2010
Northwestern Mutual Financial Network May 2009 - February 2010
Skills
Finance, Technical Recruiting, Recruiting, Human Resources, Sales, Customer Service, Credit, Employee Relations, Budgets, Sourcing, Operations Management, Process Improvement, Networking, Leadership, Training, Management, Temporary Placement, Cold Calling, Strategy
Education
University of North Carolina at Wilmington 2008 — 2010
BS, Finance
North Carolina State University 2005 — 2008
BS, Textile Management
Cornerstone RPO April 2015 - Present
CarMax Auto Finance August 2014 - April 2015
Snyder's-Lance, Inc. March 2013 - August 2014
Aerotek June 2011 - March 2013
Wachovia, A Wells Fargo Company September 2010 - May 2011
Wells Fargo Financial May 2010 - September 2010
Northwestern Mutual Financial Network May 2009 - February 2010
Skills
Finance, Technical Recruiting, Recruiting, Human Resources, Sales, Customer Service, Credit, Employee Relations, Budgets, Sourcing, Operations Management, Process Improvement, Networking, Leadership, Training, Management, Temporary Placement, Cold Calling, Strategy
Education
University of North Carolina at Wilmington 2008 — 2010
BS, Finance
North Carolina State University 2005 — 2008
BS, Textile Management
Alex Beaulieu Alex Beaulieu's Northwestern Mutual Financial Network Experience January 2012 - March 2012
Job Small Business Specialist at U.S. Bank
Industry Marketing and Advertising
Experience
U.S. Bank December 2013 - Present
U.S. Bank November 2012 - November 2013
Epicor Software Corp September 2012 - November 2012
Olive Garden August 2010 - September 2012
Northwestern Mutual Financial Network January 2012 - March 2012
Hollywood Video September 2006 - May 2010
Skills
Cashiering, Customer Service, Food Service, Phone Etiquette, Computer Literate, Time Management, Writing, Teamwork, Sales, Networking, Microsoft Word
Education
University of Minnesota-Duluth 2008 — 2012
Bachelor of Business Administration (BBA), Organizational Management
Minneapolis Community and Technical College 2006 — 2007
U.S. Bank December 2013 - Present
U.S. Bank November 2012 - November 2013
Epicor Software Corp September 2012 - November 2012
Olive Garden August 2010 - September 2012
Northwestern Mutual Financial Network January 2012 - March 2012
Hollywood Video September 2006 - May 2010
Skills
Cashiering, Customer Service, Food Service, Phone Etiquette, Computer Literate, Time Management, Writing, Teamwork, Sales, Networking, Microsoft Word
Education
University of Minnesota-Duluth 2008 — 2012
Bachelor of Business Administration (BBA), Organizational Management
Minneapolis Community and Technical College 2006 — 2007
Jonathan Swafford Jonathan Swafford's Northwestern Mutual Financial Network Experience January 2011 - August 2011
Job Sr. Analyst, Demand Chain Management at Dollar General
Industry Logistics and Supply Chain
Experience
Dollar General March 2014 - Present
Dollar General January 2012 - February 2014
Northwestern Mutual Financial Network January 2011 - August 2011
Auto-Owner's Insurance Company May 2010 - August 2010
Skills
Inventory Management, Retail, Sales, Customer Service, Financial Analysis, Microsoft Office, Analysis, Forecasting, Time Management, Networking, Cross-functional Team..., PowerPoint, Finance, Public Speaking, Supply Chain Management, Demand Planning, Microsoft Excel, Project Management
Education
Middle Tennessee State University 2007 — 2011
Bachelor of Business Administration, Finance
Dollar General March 2014 - Present
Dollar General January 2012 - February 2014
Northwestern Mutual Financial Network January 2011 - August 2011
Auto-Owner's Insurance Company May 2010 - August 2010
Skills
Inventory Management, Retail, Sales, Customer Service, Financial Analysis, Microsoft Office, Analysis, Forecasting, Time Management, Networking, Cross-functional Team..., PowerPoint, Finance, Public Speaking, Supply Chain Management, Demand Planning, Microsoft Excel, Project Management
Education
Middle Tennessee State University 2007 — 2011
Bachelor of Business Administration, Finance
Spenser Guminey's Northwestern Mutual Financial Network Experience December 2011 - May 2012
Job Financial Analyst at Cisco
Industry Financial Services
Experience
Cisco August 2014 - Present
Wingnut Yards April 2011 - July 2014
Northwestern Mutual Financial Network December 2011 - May 2012
Feldmeier Dairy Processing Plant at NCSU December 2009 - January 2012
Skills
Retirement Planning, Financial Planning, Insurance, Landscaping, Strategic Financial..., Leadership, Microsoft Excel, Financial Analysis, Data Analysis
Education
North Carolina State University 2009 — 2013
Bachelor of Science (B.S.), Accounting: Financial Analysis
Pinecrest High School 2005 — 2009
Cisco August 2014 - Present
Wingnut Yards April 2011 - July 2014
Northwestern Mutual Financial Network December 2011 - May 2012
Feldmeier Dairy Processing Plant at NCSU December 2009 - January 2012
Skills
Retirement Planning, Financial Planning, Insurance, Landscaping, Strategic Financial..., Leadership, Microsoft Excel, Financial Analysis, Data Analysis
Education
North Carolina State University 2009 — 2013
Bachelor of Science (B.S.), Accounting: Financial Analysis
Pinecrest High School 2005 — 2009
Amanda Liu (Schaffner) Amanda Liu (Schaffner)'s Northwestern Mutual Financial Network Experience September 2011 - June 2012
Job Replenishment Manager III at Walmart
Industry Retail
Experience
Walmart April 2015 - Present
Walmart November 2013 - April 2015
Walmart October 2012 - November 2013
Walmart June 2012 - October 2012
Northwestern Mutual Financial Network September 2011 - June 2012
Private August 2010 - August 2011
Rhythm & Shoes Dance Studio August 2006 - May 2010
Skills
Microsoft Office, PowerPoint, Time Management, Customer Service, Social Media, Microsoft Excel, Microsoft Word, Leadership, Retail, Marketing, Outlook, Teamwork, Data Analysis
Education
University of Arkansas at Fayetteville 2009 — 2012
BSBA Finance and Banking, Marketing Minor, 3.81
Missouri State University 2008 — 2009
4.0
Walmart April 2015 - Present
Walmart November 2013 - April 2015
Walmart October 2012 - November 2013
Walmart June 2012 - October 2012
Northwestern Mutual Financial Network September 2011 - June 2012
Private August 2010 - August 2011
Rhythm & Shoes Dance Studio August 2006 - May 2010
Skills
Microsoft Office, PowerPoint, Time Management, Customer Service, Social Media, Microsoft Excel, Microsoft Word, Leadership, Retail, Marketing, Outlook, Teamwork, Data Analysis
Education
University of Arkansas at Fayetteville 2009 — 2012
BSBA Finance and Banking, Marketing Minor, 3.81
Missouri State University 2008 — 2009
4.0
Sharron Harris, SPHR, SHRM-SCP Sharron Harris, SPHR, SHRM-SCP's Northwestern Mutual Financial Network Experience July 2009 - March 2010
Job Human Resources Professional
Industry Nonprofit Organization Management
Experience
Private March 2015 - Present
New Mexico Heart Institute April 2013 - March 2015
New Mexico Heart Institute March 2010 - April 2013
Northwestern Mutual Financial Network July 2009 - March 2010
S.F. & C. Insurance Associates July 2008 - March 2009
Morgan State University Office of Human Resources January 2008 - May 2008
American Family Life Assurance Company (AFLAC) August 2007 - March 2008
Target May 2007 - August 2007
Red Lobster June 2005 - July 2007
Skills
Customer Service, Leadership, Public Speaking, Employee Benefits, Strategic Planning, Team Building, Employee Relations, Onboarding, Recruiting, Training, Human Resources, Interviews, Employee Engagement, Sourcing, Workforce Planning, Hiring, Time Management, Job Descriptions, Screening, Event Management, Performance Management, FMLA, Payroll, Contract Negotiation, New Hire Orientations, Healthcare Management, Healthcare, Management, SPHR, HRIS, Open Enrollment, Benefits Administration, HIPAA, HR Policies, Employee Training, Exit Interviews
Education
Texas A&M University-Commerce 2011 — 2013
Master of Business Administration (M.B.A.), Management, 4.0
Morgan State University 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Human Resources Management, 3.193
Private March 2015 - Present
New Mexico Heart Institute April 2013 - March 2015
New Mexico Heart Institute March 2010 - April 2013
Northwestern Mutual Financial Network July 2009 - March 2010
S.F. & C. Insurance Associates July 2008 - March 2009
Morgan State University Office of Human Resources January 2008 - May 2008
American Family Life Assurance Company (AFLAC) August 2007 - March 2008
Target May 2007 - August 2007
Red Lobster June 2005 - July 2007
Skills
Customer Service, Leadership, Public Speaking, Employee Benefits, Strategic Planning, Team Building, Employee Relations, Onboarding, Recruiting, Training, Human Resources, Interviews, Employee Engagement, Sourcing, Workforce Planning, Hiring, Time Management, Job Descriptions, Screening, Event Management, Performance Management, FMLA, Payroll, Contract Negotiation, New Hire Orientations, Healthcare Management, Healthcare, Management, SPHR, HRIS, Open Enrollment, Benefits Administration, HIPAA, HR Policies, Employee Training, Exit Interviews
Education
Texas A&M University-Commerce 2011 — 2013
Master of Business Administration (M.B.A.), Management, 4.0
Morgan State University 2004 — 2008
Bachelor of Applied Science (B.A.Sc.), Human Resources Management, 3.193
Zach Sinclair Zach Sinclair's Northwestern Mutual Financial Network Experience June 2001 - March 2002
Job Account Executive at Wells Insurance Harold W. Wells & Son, Inc.
Industry Insurance
Experience
Wells Insurance - Harold W. Wells & Son, Inc. May 2014 - Present
MAG Mutual Insurance Company March 2012 - November 2013
Medical Mutual of North Carolina November 2009 - March 2012
The Keane Insurance Group November 2003 - May 2009
Liberty Mutual July 2002 - October 2003
Northwestern Mutual Financial Network June 2001 - March 2002
Skills
Insurance, Sales, Management, Medical Malpractice, Physicians, Policy, Healthcare, Professional Liability, Hospitals, Medicare, Underwriting, Employee Benefits, Long-term Care, Health Insurance, Managed Care, medicine, Risk Management, Disability Insurance, EMR, Property & Casualty..., Selling, Liability, New Business Development, Marketing, Sales Operations, Healthcare Industry, Workers Compensation, Commercial Insurance, Claim, Claims Management, HIPAA, Revenue Cycle, Medicine
Education
Missouri State University 1996 — 2001
Bachelor of Science, Finance
Wells Insurance - Harold W. Wells & Son, Inc. May 2014 - Present
MAG Mutual Insurance Company March 2012 - November 2013
Medical Mutual of North Carolina November 2009 - March 2012
The Keane Insurance Group November 2003 - May 2009
Liberty Mutual July 2002 - October 2003
Northwestern Mutual Financial Network June 2001 - March 2002
Skills
Insurance, Sales, Management, Medical Malpractice, Physicians, Policy, Healthcare, Professional Liability, Hospitals, Medicare, Underwriting, Employee Benefits, Long-term Care, Health Insurance, Managed Care, medicine, Risk Management, Disability Insurance, EMR, Property & Casualty..., Selling, Liability, New Business Development, Marketing, Sales Operations, Healthcare Industry, Workers Compensation, Commercial Insurance, Claim, Claims Management, HIPAA, Revenue Cycle, Medicine
Education
Missouri State University 1996 — 2001
Bachelor of Science, Finance
Ben Oklan Ben Oklan's Northwestern Mutual Financial Network Experience 2002 - 2004
Job Associate at Roberts & Holland LLP
Industry Legal Services
Experience
Roberts & Holland LLP July 2014 - Present
Cooley LLP August 2010 - August 2013
Central Australian Aboriginal Legal Aid Services June 2005 - August 2005
Northwestern Mutual Financial Network 2002 - 2004
Skills
Appeals, Tax Law, Trials, Tax, Legal Research, Legal Writing, Litigation, International Tax, Westlaw
Education
New York University School of Law 2009 — 2010
LLM, Tax
University of California, Los Angeles - School of Law 2004 — 2007
J.D., Business Law and Policy
University of California, Santa Barbara 1998 — 2001
BA, Economics
Roberts & Holland LLP July 2014 - Present
Cooley LLP August 2010 - August 2013
Central Australian Aboriginal Legal Aid Services June 2005 - August 2005
Northwestern Mutual Financial Network 2002 - 2004
Skills
Appeals, Tax Law, Trials, Tax, Legal Research, Legal Writing, Litigation, International Tax, Westlaw
Education
New York University School of Law 2009 — 2010
LLM, Tax
University of California, Los Angeles - School of Law 2004 — 2007
J.D., Business Law and Policy
University of California, Santa Barbara 1998 — 2001
BA, Economics
Jeff Wiltse Jeff Wiltse's Northwestern Mutual Financial Network Experience April 2002 - July 2004
Job Sales Rep Foot & Ankle at Stryker Orthopaedics
Industry Medical Devices
Experience
Stryker Orthopaedics August 2011 - Present
Wright Medical Technology August 2004 - August 2011
Northwestern Mutual Financial Network April 2002 - July 2004
Ionex Telecommunications January 2000 - April 2002
Flint Hills National Golf Club, Gettysvue Polo, Golf & CC, Fort Collins CC, Willowbend Golf Club August 1993 - January 2000
Skills
Sales Operations, Cold Calling, Medical Devices, Orthopedic, Sales Presentations, Sales Management, Selling, Sales, Capital Equipment, Operating Room, Urology, Account Management
Education
New Mexico State University
Bachelor of Business Administration, Marketing
Stryker Orthopaedics August 2011 - Present
Wright Medical Technology August 2004 - August 2011
Northwestern Mutual Financial Network April 2002 - July 2004
Ionex Telecommunications January 2000 - April 2002
Flint Hills National Golf Club, Gettysvue Polo, Golf & CC, Fort Collins CC, Willowbend Golf Club August 1993 - January 2000
Skills
Sales Operations, Cold Calling, Medical Devices, Orthopedic, Sales Presentations, Sales Management, Selling, Sales, Capital Equipment, Operating Room, Urology, Account Management
Education
New Mexico State University
Bachelor of Business Administration, Marketing
Steven Giglio Steven Giglio's Northwestern Mutual Financial Network Experience March 2009 - Present
Job Financial Representative/College Unit Director at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network March 2009 - Present
Law Office of William J. Newstad, Esq. July 2006 - August 2008
Staten Island Advance November 1999 - July 2008
Skills
Series 6, Series 63, Life Insurance, Estate Planning, Insurance, Securities, Finance, Outlook, Microsoft Office, FINRA, Microsoft Word, Fixed Annuities
Education
New York Law School 2008 — 2009
Saint John's University 2004 — 2008
B.S., Legal Studies
Monsignor Farrell High School 2000 — 2004
Northwestern Mutual Financial Network March 2009 - Present
Law Office of William J. Newstad, Esq. July 2006 - August 2008
Staten Island Advance November 1999 - July 2008
Skills
Series 6, Series 63, Life Insurance, Estate Planning, Insurance, Securities, Finance, Outlook, Microsoft Office, FINRA, Microsoft Word, Fixed Annuities
Education
New York Law School 2008 — 2009
Saint John's University 2004 — 2008
B.S., Legal Studies
Monsignor Farrell High School 2000 — 2004
Jake Barbour Jake Barbour's Northwestern Mutual Financial Network Experience April 2011 - October 2011
Job Trade Managment Operations Specialist at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman February 2014 - Present
Preview Properties May 2013 - February 2014
State of California Department of Parks and Recreation June 2008 - February 2013
Northwestern Mutual Financial Network April 2011 - October 2011
ACN Inc March 2009 - March 2010
Banana Republic Factory Outlet July 2007 - January 2010
Skills
Excel, Word, Access, Financial Planning, Asset Management, Time Management, PowerPoint, Financial Analysis, Strategic Financial..., Data Entry, Microsoft Word, Microsoft Excel, Accounting, Customer Service, Negotiation, Finance, Leadership, Management
Education
University of California, Riverside 2010 — 2012
BS, Business Administration: Finance
MiraCosta College 2008 — 2010
AA, Business Administration
Brown Brothers Harriman February 2014 - Present
Preview Properties May 2013 - February 2014
State of California Department of Parks and Recreation June 2008 - February 2013
Northwestern Mutual Financial Network April 2011 - October 2011
ACN Inc March 2009 - March 2010
Banana Republic Factory Outlet July 2007 - January 2010
Skills
Excel, Word, Access, Financial Planning, Asset Management, Time Management, PowerPoint, Financial Analysis, Strategic Financial..., Data Entry, Microsoft Word, Microsoft Excel, Accounting, Customer Service, Negotiation, Finance, Leadership, Management
Education
University of California, Riverside 2010 — 2012
BS, Business Administration: Finance
MiraCosta College 2008 — 2010
AA, Business Administration
Clayton Meyers Clayton Meyers's Northwestern Mutual Financial Network Experience June 2010 - October 2010
Job Equity Research Associate at Jefferies
Industry Financial Services
Experience
Jefferies & Company May 2013 - Present
Students Consulting for Non-Profit Organizations September 2010 - May 2013
Student Investment Association October 2009 - May 2013
J.P. Morgan Asset Management May 2012 - August 2012
Michigan State University Student Investment Fund January 2011 - August 2012
PNC May 2011 - August 2011
Michigan State University's Center for International Business Education and Research October 2009 - May 2011
Eli Broad Scholar Organization October 2009 - May 2011
Northwestern Mutual Financial Network June 2010 - October 2010
Skills
Finance, Equity Research, Financial Analysis, Bloomberg, Portfolio Management, Investments, Critical Thinking, Communication, Writing, Microsoft Excel, Financial Modeling, Microsoft Word, Time Management, Timely Decision Making, Teamwork, Team Management, Creativity, Valuation, Budgets, Leadership
Education
Michigan State University 2009 — 2013
Bachelor of Arts, Finance
Jefferies & Company May 2013 - Present
Students Consulting for Non-Profit Organizations September 2010 - May 2013
Student Investment Association October 2009 - May 2013
J.P. Morgan Asset Management May 2012 - August 2012
Michigan State University Student Investment Fund January 2011 - August 2012
PNC May 2011 - August 2011
Michigan State University's Center for International Business Education and Research October 2009 - May 2011
Eli Broad Scholar Organization October 2009 - May 2011
Northwestern Mutual Financial Network June 2010 - October 2010
Skills
Finance, Equity Research, Financial Analysis, Bloomberg, Portfolio Management, Investments, Critical Thinking, Communication, Writing, Microsoft Excel, Financial Modeling, Microsoft Word, Time Management, Timely Decision Making, Teamwork, Team Management, Creativity, Valuation, Budgets, Leadership
Education
Michigan State University 2009 — 2013
Bachelor of Arts, Finance
Jake Faerber Jake Faerber's Northwestern Mutual Financial Network Experience January 2007 - August 2010
Job Marketing Rep at Federated Insurance
Industry Financial Services
Experience
Federated Insurance August 2010 - Present
NORTHWESTERN MUTUAL FINANCIAL NETWORK January 2007 - August 2010
Education
Missouri State University 2003 — 2007
BS, Sales and Marketing
Federated Insurance August 2010 - Present
NORTHWESTERN MUTUAL FINANCIAL NETWORK January 2007 - August 2010
Education
Missouri State University 2003 — 2007
BS, Sales and Marketing
Diana Williams, CAP-OM Diana Williams, CAP-OM's Northwestern Mutual Financial Network Experience March 2010 - January 2012
Job Certified Administrative ProfessionalOrganizational Management
Industry Automotive
Experience
Hillsboro R-3 School District August 2013 - Present
Northwestern Mutual Financial Network March 2010 - January 2012
SRG Global, Inc. (formerly Siegel-Robert, Inc.) July 2004 - July 2009
Siegel-Robert, Inc. October 1988 - July 2004
Short State Farm Insurance July 1988 - September 1988
Jokerst Paving & Contracting May 1984 - July 1988
Metal-Fab, Inc. July 1983 - February 1984
Unimin Corporation May 1978 - January 1983
Skills
Accounting, Budgets, Strategic Planning, Team Building, Financial Analysis, Microsoft Office, Lotus Notes, Payroll, Spreadsheets, Microsoft Excel, Customer Service, Cross-functional Team..., Management, Forecasting, Accounts Payable
Education
Webster University 2002 — 2004
Master of Arts, Management
Missouri Baptist University 1995 — 2001
Bachelor of Professional Studies, Organizational Management
Jefferson College 1987 — 1996
Associate of Arts, Accounting
Farmington High School 1960 — 1964
Hillsboro R-3 School District August 2013 - Present
Northwestern Mutual Financial Network March 2010 - January 2012
SRG Global, Inc. (formerly Siegel-Robert, Inc.) July 2004 - July 2009
Siegel-Robert, Inc. October 1988 - July 2004
Short State Farm Insurance July 1988 - September 1988
Jokerst Paving & Contracting May 1984 - July 1988
Metal-Fab, Inc. July 1983 - February 1984
Unimin Corporation May 1978 - January 1983
Skills
Accounting, Budgets, Strategic Planning, Team Building, Financial Analysis, Microsoft Office, Lotus Notes, Payroll, Spreadsheets, Microsoft Excel, Customer Service, Cross-functional Team..., Management, Forecasting, Accounts Payable
Education
Webster University 2002 — 2004
Master of Arts, Management
Missouri Baptist University 1995 — 2001
Bachelor of Professional Studies, Organizational Management
Jefferson College 1987 — 1996
Associate of Arts, Accounting
Farmington High School 1960 — 1964
James Sherman James Sherman's Northwestern Mutual Financial Network Experience August 2009 - December 2010
Job Divisional Sales Manager at Groupon
Industry Internet
Experience
Groupon June 2012 - Present
Groupon December 2010 - June 2012
Northwestern Mutual Financial Network August 2009 - December 2010
Levy Restaurants May 2009 - September 2009
New Trier Partners 2008 - 2008
Skills
Financial Analysis, Sales, Salesforce.com, Investments, Cold Calling, Financial Modeling, Marketing, Social Media, Microsoft Excel, Marketing Strategy, Strategic Financial..., Forecasting, Microsoft Office, Competitive Analysis, Social Media Marketing, Customer Service, Account Management, Strategic Planning, PowerPoint, Sales Management, Market Research, Business Development, Negotiation, Team Building, Strategic Sales Plans
Education
Miami University 2004 — 2009
Bachelors, Economics
Groupon June 2012 - Present
Groupon December 2010 - June 2012
Northwestern Mutual Financial Network August 2009 - December 2010
Levy Restaurants May 2009 - September 2009
New Trier Partners 2008 - 2008
Skills
Financial Analysis, Sales, Salesforce.com, Investments, Cold Calling, Financial Modeling, Marketing, Social Media, Microsoft Excel, Marketing Strategy, Strategic Financial..., Forecasting, Microsoft Office, Competitive Analysis, Social Media Marketing, Customer Service, Account Management, Strategic Planning, PowerPoint, Sales Management, Market Research, Business Development, Negotiation, Team Building, Strategic Sales Plans
Education
Miami University 2004 — 2009
Bachelors, Economics
Terney Knoflick Terney Knoflick's Northwestern Mutual Financial Network Experience March 2002 - November 2005
Job Director of Sales at Tadine, Inc.
Industry Retail
Experience
Tadine, Inc. November 2005 - Present
Tadine, Inc November 2005 - Present
Northwestern Mutual Financial Network March 2002 - November 2005
Northwestern Mutual August 1997 - August 2005
OSM Communication January 1995 - August 1997
Education
Michigan State University 1990 — 1994
BA, ADV
Michigan State University
BA, Advertising
Tadine, Inc. November 2005 - Present
Tadine, Inc November 2005 - Present
Northwestern Mutual Financial Network March 2002 - November 2005
Northwestern Mutual August 1997 - August 2005
OSM Communication January 1995 - August 1997
Education
Michigan State University 1990 — 1994
BA, ADV
Michigan State University
BA, Advertising
Christopher Duggins Christopher Duggins's Northwestern Mutual Financial Network Experience January 2007 - June 2007
Job Senior Commercial Marketing Rep at Anadarko Petroleum Corporation
Industry Oil & Energy
Experience
Anadarko Petroleum Corporation February 2015 - Present
Enbridge Energy February 2013 - February 2015
Deutsche Bank Energy Trading June 2010 - October 2012
Deutsche Bank Energy Trading– Natural Gas and NGL April 2009 - May 2010
Fortis Energy Marketing and Trading September 2007 - April 2009
Northwestern Mutual Financial Network January 2007 - June 2007
Skills
Fundamental Analysis, Trading, Natural Gas, Risk Management, Full P&L Responsibility, Hedging, Market Making, Spread Trading, Commodity Markets, Openlink, Energy Derivatives, NYMEX, CAISO, Commodity, FX Options, Valuation, P&L Management, Options, Financial Risk, Financial Modeling, Finance, Energy Markets, Energy Industry, Energy, Derivatives
Education
North Carolina State University - College of Management 2004 — 2007
BA, Finance
Anadarko Petroleum Corporation February 2015 - Present
Enbridge Energy February 2013 - February 2015
Deutsche Bank Energy Trading June 2010 - October 2012
Deutsche Bank Energy Trading– Natural Gas and NGL April 2009 - May 2010
Fortis Energy Marketing and Trading September 2007 - April 2009
Northwestern Mutual Financial Network January 2007 - June 2007
Skills
Fundamental Analysis, Trading, Natural Gas, Risk Management, Full P&L Responsibility, Hedging, Market Making, Spread Trading, Commodity Markets, Openlink, Energy Derivatives, NYMEX, CAISO, Commodity, FX Options, Valuation, P&L Management, Options, Financial Risk, Financial Modeling, Finance, Energy Markets, Energy Industry, Energy, Derivatives
Education
North Carolina State University - College of Management 2004 — 2007
BA, Finance
Kevin M. Pabst Kevin M. Pabst's Northwestern Mutual Financial Network Experience January 2011 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network January 2011 - Present
Education
Michigan State University
Northwestern Mutual Financial Network January 2011 - Present
Education
Michigan State University
Scott Iodice Scott Iodice's Northwestern Mutual Financial Network Experience Managing PartnerNorthwestern Mutual1996 - Present
Job Managing Partner at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network Managing PartnerNorthwestern Mutual1996 - Present
Education
Middlebury College 1981 — 1985
Northwestern Mutual Financial Network Managing PartnerNorthwestern Mutual1996 - Present
Education
Middlebury College 1981 — 1985
Nathan Bullock, CLU Nathan Bullock, CLU's Northwestern Mutual Financial Network Experience 2007 - June 2014
Job Agent at Southern Farm Bureau
Industry Financial Services
Experience
Southern Farm Bureau June 2014 - Present
Northwestern Mutual April 2007 - June 2014
Northwestern Mutual Financial Network 2007 - June 2014
Horne LLP January 2006 - April 2007
Baker Patrick Miller White January 2003 - January 2006
WorldCom August 2000 - December 2002
Skills
Financial Analysis, Investments, Microsoft Excel, Risk Management, Retirement Planning, Strategic Financial..., Insurance, Banking, Customer Service, Leadership, Finance
Education
Mississippi College 1996 — 2002
Southern Farm Bureau June 2014 - Present
Northwestern Mutual April 2007 - June 2014
Northwestern Mutual Financial Network 2007 - June 2014
Horne LLP January 2006 - April 2007
Baker Patrick Miller White January 2003 - January 2006
WorldCom August 2000 - December 2002
Skills
Financial Analysis, Investments, Microsoft Excel, Risk Management, Retirement Planning, Strategic Financial..., Insurance, Banking, Customer Service, Leadership, Finance
Education
Mississippi College 1996 — 2002
Mark J. Montgomery's Northwestern Mutual Financial Network Experience March 2007 - January 2010
Job Relationship Manager at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services January 2015 - Present
First Signature Services January 2010 - January 2015
Northwestern Mutual Financial Network March 2007 - January 2010
Skills
401k, Life Insurance, Variable Annuities, Retirement Planning, Retirement Income..., Retirement, Alternative Investments, Long-term Care, Fixed Annuities, Financial Planning, Financial Advisory
Education
Michigan State University
John Hancock Financial Services January 2015 - Present
First Signature Services January 2010 - January 2015
Northwestern Mutual Financial Network March 2007 - January 2010
Skills
401k, Life Insurance, Variable Annuities, Retirement Planning, Retirement Income..., Retirement, Alternative Investments, Long-term Care, Fixed Annuities, Financial Planning, Financial Advisory
Education
Michigan State University
Eric Richardson Eric Richardson's Northwestern Mutual Financial Network Experience January 2006 - July 2008
Job Business Development ManagerKentucky for Edmentum
Industry E-Learning
Experience
Edmentum March 2012 - Present
Creative-image technologies June 2011 - March 2012
ISU Insurance and Investment Group November 2009 - June 2011
Northwestern Mutual Financial Network January 2006 - July 2008
Sprint Oil Co. July 2003 - December 2005
Gardner-Webb University April 2002 - July 2003
Elon Unviersity July 2000 - April 2002
Gardner-Webb University August 1997 - July 2000
Skills
Educational Technology, Instructional Technology, Leadership, Training, Coaching, Classroom, Public Speaking, Sales, Social Media, Fundraising, Strategic Planning, Social Media Marketing, Account Management, Event Planning, Staff Development, Marketing, Team Building, Customer Service, Leadership Development, New Business Development, Sales Operations, Salesforce.com, Business Development, Needs Analysis, Selling, Direct Sales, Sales Process, Sales Presentations, Strategic Partnerships, E-Learning, Cold Calling, Social Networking, Lead Generation, Customer Retention, CRM, Solution Selling, Strategy, Marketing Strategy, B2B, Team Leadership, Technology Integration, SaaS, K-12
Education
Milligan College 1993 — 1997
BS, Business Admin & Computer Science
high school
Edmentum March 2012 - Present
Creative-image technologies June 2011 - March 2012
ISU Insurance and Investment Group November 2009 - June 2011
Northwestern Mutual Financial Network January 2006 - July 2008
Sprint Oil Co. July 2003 - December 2005
Gardner-Webb University April 2002 - July 2003
Elon Unviersity July 2000 - April 2002
Gardner-Webb University August 1997 - July 2000
Skills
Educational Technology, Instructional Technology, Leadership, Training, Coaching, Classroom, Public Speaking, Sales, Social Media, Fundraising, Strategic Planning, Social Media Marketing, Account Management, Event Planning, Staff Development, Marketing, Team Building, Customer Service, Leadership Development, New Business Development, Sales Operations, Salesforce.com, Business Development, Needs Analysis, Selling, Direct Sales, Sales Process, Sales Presentations, Strategic Partnerships, E-Learning, Cold Calling, Social Networking, Lead Generation, Customer Retention, CRM, Solution Selling, Strategy, Marketing Strategy, B2B, Team Leadership, Technology Integration, SaaS, K-12
Education
Milligan College 1993 — 1997
BS, Business Admin & Computer Science
high school
J.T. Gray J.T. Gray's Northwestern Mutual Financial Network Experience June 2008 - August 2008
Job Trader at Wolverine Trading
Industry Financial Services
Experience
Wolverine Trading March 2015 - Present
Wolverine Trading April 2012 - Present
Northern Trust August 2011 - April 2012
The Northern Trust May 2010 - August 2011
Luftman Trading May 2009 - August 2009
Northwestern Mutual Financial Network June 2008 - August 2008
Skills
Financial Analysis, Financial Reporting, Financial Markets, Attention To Detail, Trading, Cost Accounting, Hedge Funds, Market Analysis, Organizing, Public Speaking, Persistence, Mathematics, Game Theory, Options, Futures, Excel, Microsoft Office, Bloomberg
Education
Miami University 2006 — 2010
Bachelor of Science, Business; Finance
Wolverine Trading March 2015 - Present
Wolverine Trading April 2012 - Present
Northern Trust August 2011 - April 2012
The Northern Trust May 2010 - August 2011
Luftman Trading May 2009 - August 2009
Northwestern Mutual Financial Network June 2008 - August 2008
Skills
Financial Analysis, Financial Reporting, Financial Markets, Attention To Detail, Trading, Cost Accounting, Hedge Funds, Market Analysis, Organizing, Public Speaking, Persistence, Mathematics, Game Theory, Options, Futures, Excel, Microsoft Office, Bloomberg
Education
Miami University 2006 — 2010
Bachelor of Science, Business; Finance
Kathy Sanchez, CLU, ChFC Kathy Sanchez, CLU, ChFC's Northwestern Mutual Financial Network Experience October 2003 - Present
Job
Industry Financial Services
Experience
Northwestern Mutual Financial Network October 2003 - Present
Skills
Finance, Strategic Financial..., Insurance, Small Business, Life Insurance, Coaching, Financial Services, Sales
Education
Montana State University-Bozeman 1988 — 2002
Bachelor's of Science, Business Management
Northwestern Mutual Financial Network October 2003 - Present
Skills
Finance, Strategic Financial..., Insurance, Small Business, Life Insurance, Coaching, Financial Services, Sales
Education
Montana State University-Bozeman 1988 — 2002
Bachelor's of Science, Business Management
Mark Bodin Mark Bodin's Northwestern Mutual Financial Network Experience March 2006 - August 2009
Job Broker for Group Benefits and Home and Auto Insurance at Elfstrum Consulting
Industry Insurance
Experience
Elfstrum Consulting September 2009 - Present
Elfstrum Consulting September 2009 - Present
Northwestern Mutual Financial Network March 2006 - August 2009
2004 - 2009 March 2006 - August 2009
ADP January 1999 - January 2003
Automatic Data Processing January 1987 - January 2003
ADP January 1987 - January 1999
American Frozen Foods January 1978 - January 1983
Skills
Insurance, Sales, Marketing, Benefits Administration, ADP Payroll, Customer Service, Human Resources, Payroll, Networking, Direct Marketing, Temporary Placement, Finance, Strategy, Client/server, Sales Process, Life Insurance, Employee Benefits, Sales Management, Account Management, Retirement Planning, New Business Development, Strategic Planning, Health Insurance, Selling
Education
University of Minnesota - Carlson School of Management 1983 — 1987
Hopkins Eisenhower High Schools
Normandale Community College
Staples Technical College
University of Minnesota
Bachelor of Science, Business; Marketing
Elfstrum Consulting September 2009 - Present
Elfstrum Consulting September 2009 - Present
Northwestern Mutual Financial Network March 2006 - August 2009
2004 - 2009 March 2006 - August 2009
ADP January 1999 - January 2003
Automatic Data Processing January 1987 - January 2003
ADP January 1987 - January 1999
American Frozen Foods January 1978 - January 1983
Skills
Insurance, Sales, Marketing, Benefits Administration, ADP Payroll, Customer Service, Human Resources, Payroll, Networking, Direct Marketing, Temporary Placement, Finance, Strategy, Client/server, Sales Process, Life Insurance, Employee Benefits, Sales Management, Account Management, Retirement Planning, New Business Development, Strategic Planning, Health Insurance, Selling
Education
University of Minnesota - Carlson School of Management 1983 — 1987
Hopkins Eisenhower High Schools
Normandale Community College
Staples Technical College
University of Minnesota
Bachelor of Science, Business; Marketing
Gwen Allison Gwen Allison's Northwestern Mutual Financial Network Experience June 2009 - November 2009
Job CPA
Industry Accounting
Experience
Grubman Financial January 2010 - July 2011
Northwestern Mutual Financial Network June 2009 - November 2009
ReSource Intermediaries May 2005 - May 2009
AXA Rosenberg October 2002 - April 2005
PricewaterhouseCoopers January 2000 - October 2002
AXA Rosenberg 1999 - 1999
Title Nine July 1994 - July 1996
Education
UC Berkeley 2007 — 2009
Certificate in Personal Financial Planning
Mills College 1992 — 1994
M.A., English
University of California, Berkeley 1985 — 1989
B.A., English
Grubman Financial January 2010 - July 2011
Northwestern Mutual Financial Network June 2009 - November 2009
ReSource Intermediaries May 2005 - May 2009
AXA Rosenberg October 2002 - April 2005
PricewaterhouseCoopers January 2000 - October 2002
AXA Rosenberg 1999 - 1999
Title Nine July 1994 - July 1996
Education
UC Berkeley 2007 — 2009
Certificate in Personal Financial Planning
Mills College 1992 — 1994
M.A., English
University of California, Berkeley 1985 — 1989
B.A., English
Dru J. Schneeberger's Northwestern Mutual Financial Network Experience March 2009 - November 2010
Job Financial Advisor @ VALIC Financial Advisors
Industry Financial Services
Experience
VALIC August 2014 - Present
FP Mailing Solutions July 2014 - August 2014
SagePoint Financial August 2013 - January 2014
Williams Financial Group October 2011 - August 2013
Securities America, Inc. Member FINRA/SIPC November 2010 - October 2011
Northwestern Mutual Financial Network March 2009 - November 2010
United Stationers January 2007 - March 2009
Schering-Plough Pharmaceuticals May 2004 - March 2006
Skills
Golf Instruction, Apologetics, Piloting, Time Management, Customer Service, Team Building, New Business Development, Sales, Insurance, Marketing, Investments, Strategic Planning, Public Speaking, Direct Sales, Account Management, Fundraising, Budgets, Microsoft Excel, Business Planning, Microsoft Office, Sales Management, Retirement Planning, Small Business
Education
Michigan State University 1996 — 2000
Eli Broad School of Business, Marketing and Management
VALIC August 2014 - Present
FP Mailing Solutions July 2014 - August 2014
SagePoint Financial August 2013 - January 2014
Williams Financial Group October 2011 - August 2013
Securities America, Inc. Member FINRA/SIPC November 2010 - October 2011
Northwestern Mutual Financial Network March 2009 - November 2010
United Stationers January 2007 - March 2009
Schering-Plough Pharmaceuticals May 2004 - March 2006
Skills
Golf Instruction, Apologetics, Piloting, Time Management, Customer Service, Team Building, New Business Development, Sales, Insurance, Marketing, Investments, Strategic Planning, Public Speaking, Direct Sales, Account Management, Fundraising, Budgets, Microsoft Excel, Business Planning, Microsoft Office, Sales Management, Retirement Planning, Small Business
Education
Michigan State University 1996 — 2000
Eli Broad School of Business, Marketing and Management
Mark F. Miller Jr.'s Northwestern Mutual Financial Network Experience October 2010 - April 2012
Job Account Executive at Biddle & Company Insurance Brokers
Industry Insurance
Experience
Biddle & Company Insurance Brokers April 2012 - Present
Rosemont School of the Holy Child November 2011 - Present
Northwestern Mutual Financial Network October 2010 - April 2012
Skills
Disability Insurance, Sales, Life Insurance, Insurance, Retirement Planning, Portfolio Management, Property & Casualty..., Investments, Leadership, Relationship Management, Series 63, Marketing, Finance, Microsoft Excel, Financial Analysis, Strategic Financial..., Microsoft Word, Customer Service, Fixed Annuities, Wealth Management
Education
Fundamentals First 2012 — 2012
Muhlenberg College 2006 — 2010
Business Administration, Marketing
Malvern Preparatory School 2002 — 2006
Biddle & Company Insurance Brokers April 2012 - Present
Rosemont School of the Holy Child November 2011 - Present
Northwestern Mutual Financial Network October 2010 - April 2012
Skills
Disability Insurance, Sales, Life Insurance, Insurance, Retirement Planning, Portfolio Management, Property & Casualty..., Investments, Leadership, Relationship Management, Series 63, Marketing, Finance, Microsoft Excel, Financial Analysis, Strategic Financial..., Microsoft Word, Customer Service, Fixed Annuities, Wealth Management
Education
Fundamentals First 2012 — 2012
Muhlenberg College 2006 — 2010
Business Administration, Marketing
Malvern Preparatory School 2002 — 2006
Nathan Jenkins Nathan Jenkins's Northwestern Mutual Financial Network Experience February 2000 - Present
Job Managing Director, Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network February 2000 - Present
Skills
Finance, Retirement Planning, Disability Insurance, Investments, Management, Financial Planning, Strategic Planning, Public Speaking, Customer Service, Insurance, Team Building
Education
Milligan College 1997 — 2001
Business
Northwestern Mutual Financial Network February 2000 - Present
Skills
Finance, Retirement Planning, Disability Insurance, Investments, Management, Financial Planning, Strategic Planning, Public Speaking, Customer Service, Insurance, Team Building
Education
Milligan College 1997 — 2001
Business
Jonathan R. Cummings Jonathan R. Cummings's Northwestern Mutual Financial Network Experience June 2003 - August 2003
Job Global Sourcing Manager at Apple
Industry Consumer Electronics
Experience
Apple September 2013 - Present
Procter & Gamble August 2010 - July 2013
Procter & Gamble July 2005 - August 2010
Mercury Insurance September 2003 - June 2005
Northwestern Mutual Financial Network June 2003 - August 2003
Ohio Casualty Group June 2002 - August 2002
Skills
Contract Negotiation, Strategic Sourcing, Competitive Bidding, Negotiation, Supply Chain, Leadership, Management, Supplier Development, Contract Manufacturing, Competitive Analysis, Savings, Real Estate, Leveraged Finance, Tactics, Process Improvement, Cross-functional Team..., Global Sourcing, Financial Analysis, Strategic Planning, Forecasting, Purchasing, MBE, Supply Management, Supplier Negotiation, Outsourcing, Supply Chain..., Manufacturing
Education
Miami University 2009 — 2011
Masters, Business Adminstration, 3.8
Miami University 1999 — 2003
Bachelor's of Science, Finance, 3.5
Apple September 2013 - Present
Procter & Gamble August 2010 - July 2013
Procter & Gamble July 2005 - August 2010
Mercury Insurance September 2003 - June 2005
Northwestern Mutual Financial Network June 2003 - August 2003
Ohio Casualty Group June 2002 - August 2002
Skills
Contract Negotiation, Strategic Sourcing, Competitive Bidding, Negotiation, Supply Chain, Leadership, Management, Supplier Development, Contract Manufacturing, Competitive Analysis, Savings, Real Estate, Leveraged Finance, Tactics, Process Improvement, Cross-functional Team..., Global Sourcing, Financial Analysis, Strategic Planning, Forecasting, Purchasing, MBE, Supply Management, Supplier Negotiation, Outsourcing, Supply Chain..., Manufacturing
Education
Miami University 2009 — 2011
Masters, Business Adminstration, 3.8
Miami University 1999 — 2003
Bachelor's of Science, Finance, 3.5
Gentry Ford Gentry Ford's Northwestern Mutual Financial Network Experience November 2010 - September 2011
Job Coldwell Banker Residential Brokerage
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage April 2012 - Present
Northwestern Mutual Financial Network November 2010 - September 2011
Coldwell Banker Residential Brokerage October 2007 - December 2010
Skills
Real Estate, Sellers, Selling, Negotiation, Short Sales, Investors, First Time Home Buyers, Small Business, Property Management, Investment Properties, Condos, Finance, Investments, Construction, Buyers, Relocation, Customer Service, Townhomes, New Home Sales, Property, Foreclosures, Sales, Real Estate Transactions, Single Family Homes, FHA, Residential Homes, REO
Education
New Jersey City University 2000 — 2009
Bachelor of Science, Business Management
Coldwell Banker Residential Brokerage April 2012 - Present
Northwestern Mutual Financial Network November 2010 - September 2011
Coldwell Banker Residential Brokerage October 2007 - December 2010
Skills
Real Estate, Sellers, Selling, Negotiation, Short Sales, Investors, First Time Home Buyers, Small Business, Property Management, Investment Properties, Condos, Finance, Investments, Construction, Buyers, Relocation, Customer Service, Townhomes, New Home Sales, Property, Foreclosures, Sales, Real Estate Transactions, Single Family Homes, FHA, Residential Homes, REO
Education
New Jersey City University 2000 — 2009
Bachelor of Science, Business Management
Kathy Dietz, CLU, ChFC's Northwestern Mutual Financial Network Experience 2002 - December 2012
Job Farm Bureau Financial Services & Mountain West Farm Bureau
Industry Financial Services
Experience
Farm Bureau Financial Services December 2012 - Present
Northwestern Mutual Financial Network 2002 - December 2012
Skills
Long Term Care, Retirement, Life Insurance, Investments, Umbrella Insurance, 401k, Disability Insurance, Employee Benefits, Estate Planning, Finance, Fixed Annuities, Income Protection, Insurance, Key Person Insurance, Long Term Care Insurance, Long-term Care, Retirement Planning, Risk Management, Sales, Series 7, Small Business, Strategic Financial..., Underwriting, Series 6, Series 63, Succession Planning, Term Life Insurance
Education
Montana State University-Billings 2000 — 2002
BS, Finance
Northwest College 1988 — 1990
Associates, Equine Studies
Farm Bureau Financial Services December 2012 - Present
Northwestern Mutual Financial Network 2002 - December 2012
Skills
Long Term Care, Retirement, Life Insurance, Investments, Umbrella Insurance, 401k, Disability Insurance, Employee Benefits, Estate Planning, Finance, Fixed Annuities, Income Protection, Insurance, Key Person Insurance, Long Term Care Insurance, Long-term Care, Retirement Planning, Risk Management, Sales, Series 7, Small Business, Strategic Financial..., Underwriting, Series 6, Series 63, Succession Planning, Term Life Insurance
Education
Montana State University-Billings 2000 — 2002
BS, Finance
Northwest College 1988 — 1990
Associates, Equine Studies
Anne Ostrander's Northwestern Mutual Financial Network Experience September 2008 - February 2011
Job Associate Financial Representative to Gregory W. Farr, CLU, ChFC at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2011 - Present
Northwestern Mutual Financial Network September 2008 - February 2011
LifeHOUSE Properties February 2007 - August 2008
Tanaz Hair Boutique and Dayspa June 2006 - February 2007
Education
Douglas J Aveda Institute 2005 — 2005
Cosmetology, Cosmetology
Michigan State University 2003 — 2004
Nursing/Pre-Med
Northwestern Mutual February 2011 - Present
Northwestern Mutual Financial Network September 2008 - February 2011
LifeHOUSE Properties February 2007 - August 2008
Tanaz Hair Boutique and Dayspa June 2006 - February 2007
Education
Douglas J Aveda Institute 2005 — 2005
Cosmetology, Cosmetology
Michigan State University 2003 — 2004
Nursing/Pre-Med
Manzur Moidunny Manzur Moidunny's Northwestern Mutual Financial Network Experience June 2009 - December 2009
Job Medical Student
Industry Medical Practice
Experience
Northwestern Mutual Financial Network June 2009 - December 2009
SSA June 2007 - August 2007
Skills
Marketing, Leadership, Microsoft Office, Advertising, Entrepreneurship, Salesforce.com, Training, Online Marketing
Education
Michigan State University - The Eli Broad College of Business 2007 — 2012
Bachelor of Arts, Supply Chain Management
Michigan State University 2007 — 2011
Bachelors of Arts, Marketing, Supply Chain Management, International Business, Kinesiology
Michigan State University, Eli Broad College of Business
Bachelor of Arts, Marketing
Northwestern Mutual Financial Network June 2009 - December 2009
SSA June 2007 - August 2007
Skills
Marketing, Leadership, Microsoft Office, Advertising, Entrepreneurship, Salesforce.com, Training, Online Marketing
Education
Michigan State University - The Eli Broad College of Business 2007 — 2012
Bachelor of Arts, Supply Chain Management
Michigan State University 2007 — 2011
Bachelors of Arts, Marketing, Supply Chain Management, International Business, Kinesiology
Michigan State University, Eli Broad College of Business
Bachelor of Arts, Marketing
Valerie Gravage's Northwestern Mutual Financial Network Experience February 2007 - April 2012
Job Recruiter and HR Specialist at PrintingForLess.com
Industry Human Resources
Experience
PrintingForLess.com April 2012 - Present
Northwestern Mutual Financial Network February 2007 - April 2012
Bridger Peaks Consulting May 2006 - December 2008
Montana State University January 2005 - April 2005
Skills
Applicant Tracking..., College Recruiting, Recruiting, Mentoring, Talent Acquisition, Onboarding, Cold Calling, Management, Training, Leadership, Sales, Personnel Management, Time Management, Employee Benefits, Customer Service
Education
Montana State University-Bozeman 2003 — 2007
Economics
Flathead High School
PrintingForLess.com April 2012 - Present
Northwestern Mutual Financial Network February 2007 - April 2012
Bridger Peaks Consulting May 2006 - December 2008
Montana State University January 2005 - April 2005
Skills
Applicant Tracking..., College Recruiting, Recruiting, Mentoring, Talent Acquisition, Onboarding, Cold Calling, Management, Training, Leadership, Sales, Personnel Management, Time Management, Employee Benefits, Customer Service
Education
Montana State University-Bozeman 2003 — 2007
Economics
Flathead High School
Michael S. Haller, MSF's Northwestern Mutual Financial Network Experience April 2006 - Present
Job Financial Representative at Northwestern Mutual Financial Network and Owner, Michael S. Haller, MSF
Industry Financial Services
Experience
Northwestern Mutual Financial Network April 2006 - Present
Northwestern Mutual Life 2006 - Present
Michael S. Haller, MSF June 2005 - Present
United States Navy June 1994 - June 2006
Education
National University 2002 — 2006
Masters, Finance
Northwestern Mutual Financial Network April 2006 - Present
Northwestern Mutual Life 2006 - Present
Michael S. Haller, MSF June 2005 - Present
United States Navy June 1994 - June 2006
Education
National University 2002 — 2006
Masters, Finance
Emma Andersen Emma Andersen's Northwestern Mutual Financial Network Experience May 2010 - September 2010
Job Retirement Senior Analyst at Towers Watson
Industry Financial Services
Experience
Towers Watson May 2012 - Present
Miami University August 2010 - May 2012
Downers Grove Economic June 2011 - August 2011
Northwestern Mutual Financial Network May 2010 - September 2010
Skills
Level 1 – General..., Completed SOA Exam..., Completed SOA Exam..., SAS, R, Visual Basic, Matlab, Microsoft Office
Education
Miami University 2008 — 2012
Bachelor of Science in Mathematics and Statistics, Mathematics, Statistics, Actuarial Science, Spanish
Towers Watson May 2012 - Present
Miami University August 2010 - May 2012
Downers Grove Economic June 2011 - August 2011
Northwestern Mutual Financial Network May 2010 - September 2010
Skills
Level 1 – General..., Completed SOA Exam..., Completed SOA Exam..., SAS, R, Visual Basic, Matlab, Microsoft Office
Education
Miami University 2008 — 2012
Bachelor of Science in Mathematics and Statistics, Mathematics, Statistics, Actuarial Science, Spanish
Kyle Fuchtman Kyle Fuchtman's Northwestern Mutual Financial Network Experience 2005 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2005 - Present
Education
Midland University 2001 — 2005
Bachelor’s Degree, Economics and Management
Northwestern Mutual Financial Network 2005 - Present
Education
Midland University 2001 — 2005
Bachelor’s Degree, Economics and Management
Juan Carlos Medina's Northwestern Mutual Financial Network Experience 1991 - 2009
Job www.photoventures.com and Photography Specialist
Industry Photography
Experience
PhotoVentures LLC photography 1992 - Present
Marquette University September 2011 - October 2014
NorthWestern Mutual Financial Network 1991 - 2009
Skills
Editorial, Entrepreneurship, Facebook, Graphic Design, Leadership, Leadership Development, Marketing Communications, Marketing Strategy, Newspapers, Non-profits, On Location, Photography, Photoshop, Press Releases, Public Speaking, Publications, Radio, Small Business, Spanish, Studio Photography, Video, Voice Over, Weddings, Digital Photography, Customer Service
Education
Milwaukee Area Technical College 1990 — 1994
Waukesha County Technical College
PhotoVentures LLC photography 1992 - Present
Marquette University September 2011 - October 2014
NorthWestern Mutual Financial Network 1991 - 2009
Skills
Editorial, Entrepreneurship, Facebook, Graphic Design, Leadership, Leadership Development, Marketing Communications, Marketing Strategy, Newspapers, Non-profits, On Location, Photography, Photoshop, Press Releases, Public Speaking, Publications, Radio, Small Business, Spanish, Studio Photography, Video, Voice Over, Weddings, Digital Photography, Customer Service
Education
Milwaukee Area Technical College 1990 — 1994
Waukesha County Technical College
Brent Bradshaw's Northwestern Mutual Financial Network Experience October 2011 - November 2012
Job Institutional Sales Analyst at BB&T
Industry Financial Services
Experience
BB&T January 2015 - Present
BB&T September 2013 - Present
PAREXEL January 2013 - August 2013
Northwestern Mutual Financial Network October 2011 - November 2012
Skills
Investments, Microsoft Excel, Microsoft Office, SAP Business Objects, Oracle E-Business Suite, Revenue Analysis, Trend Analysis, Financial Forecasting, Real Estate Financing, Mortgage Banking, Commercial Real Estate, Branch Banking, Finance
Education
North Carolina State University 2007 — 2011
Business Management, Finance and Economics
BB&T January 2015 - Present
BB&T September 2013 - Present
PAREXEL January 2013 - August 2013
Northwestern Mutual Financial Network October 2011 - November 2012
Skills
Investments, Microsoft Excel, Microsoft Office, SAP Business Objects, Oracle E-Business Suite, Revenue Analysis, Trend Analysis, Financial Forecasting, Real Estate Financing, Mortgage Banking, Commercial Real Estate, Branch Banking, Finance
Education
North Carolina State University 2007 — 2011
Business Management, Finance and Economics
Daniel Swift Daniel Swift's Northwestern Mutual Financial Network Experience May 2010 - August 2010
Job Associate Financial Analyst at Abercrombie & Fitch
Industry Financial Services
Experience
Abercrombie & Fitch May 2013 - Present
Vorys, Sater, Seymour and Pease LLP January 2012 - May 2013
Columbus Investment Advisory, Inc May 2011 - August 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Skills
Microsoft Excel, Valuation, Analysis, Finance, Financial Analysis, PeopleSoft, PS Query, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Access, Legal Research, Research, Public Speaking
Education
Miami University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Farmer School of Business European 2009 — 2009
B.S, Finance; Business
Abercrombie & Fitch May 2013 - Present
Vorys, Sater, Seymour and Pease LLP January 2012 - May 2013
Columbus Investment Advisory, Inc May 2011 - August 2011
Northwestern Mutual Financial Network May 2010 - August 2010
Skills
Microsoft Excel, Valuation, Analysis, Finance, Financial Analysis, PeopleSoft, PS Query, Outlook, PowerPoint, Microsoft Word, Microsoft Office, Access, Legal Research, Research, Public Speaking
Education
Miami University 2007 — 2011
Bachelor of Science (B.S.), Finance, General
Farmer School of Business European 2009 — 2009
B.S, Finance; Business
Kevin Baumeier Kevin Baumeier's Northwestern Mutual Financial Network Experience February 2009 - September 2010
Job Internal Risk Management Specialist at Savage & Associates
Industry Insurance
Experience
Savage & Associates July 2014 - Present
Wholehan Marketing May 2011 - June 2014
Coyne Textile Services January 2011 - May 2011
Northwestern Mutual Financial Network February 2009 - September 2010
Time Warner Cable 2008 - 2009
USA TODAY 2004 - 2007
Skills
Life Insurance, Fixed Annuities, Account Management, Business Development, Insurance, Marketing, Risk Management, Sales, Sales Management, Strategic Planning, Management, Customer Service, Cold Calling, Leadership, Finance, Securities, Process Improvement, Microsoft Excel, Microsoft Office
Education
Miami University 2000 — 2005
BS, Business
St. Francis De Sales 1995 — 1999
Savage & Associates July 2014 - Present
Wholehan Marketing May 2011 - June 2014
Coyne Textile Services January 2011 - May 2011
Northwestern Mutual Financial Network February 2009 - September 2010
Time Warner Cable 2008 - 2009
USA TODAY 2004 - 2007
Skills
Life Insurance, Fixed Annuities, Account Management, Business Development, Insurance, Marketing, Risk Management, Sales, Sales Management, Strategic Planning, Management, Customer Service, Cold Calling, Leadership, Finance, Securities, Process Improvement, Microsoft Excel, Microsoft Office
Education
Miami University 2000 — 2005
BS, Business
St. Francis De Sales 1995 — 1999
Carol Jean Evans Carol Jean Evans's Northwestern Mutual Financial Network Experience October 2005 - March 2009
Job Sales Consultant
Industry Insurance
Experience
Anthem August 2013 - Present
Carol Jean Evans Agency June 1990 - Present
SelectQuote Senior Insurance Services July 2012 - December 2012
Horizon Blue Cross Blue Shield of New Jersey October 2010 - December 2010
Northwestern Mutual Financial Network October 2005 - March 2009
Strategic Employee Benefit Services October 2005 - February 2009
Education
Center of Bilingual Multicultural Studies in Cuernavaca, Morelos Mexico
Extensive Comprehensive Spanish, Mexican Art, History and Culture
New Mexico State Corrections Academy, Santa Fe, NM
Correctional Officer Academy Graduate, New Mexico Department of Corrections
New Mexico State University
Criminal Justice
The American College
Diploma in Life Insurance Marketing, Life Underwriter Training Council, Estate Planning, Personal and Business Insurance
Anthem August 2013 - Present
Carol Jean Evans Agency June 1990 - Present
SelectQuote Senior Insurance Services July 2012 - December 2012
Horizon Blue Cross Blue Shield of New Jersey October 2010 - December 2010
Northwestern Mutual Financial Network October 2005 - March 2009
Strategic Employee Benefit Services October 2005 - February 2009
Education
Center of Bilingual Multicultural Studies in Cuernavaca, Morelos Mexico
Extensive Comprehensive Spanish, Mexican Art, History and Culture
New Mexico State Corrections Academy, Santa Fe, NM
Correctional Officer Academy Graduate, New Mexico Department of Corrections
New Mexico State University
Criminal Justice
The American College
Diploma in Life Insurance Marketing, Life Underwriter Training Council, Estate Planning, Personal and Business Insurance
Kayla Burton, MS's Northwestern Mutual Financial Network Experience September 2009 - April 2010
Job Assistant Marketing Manager at The Walmart Museum
Industry Museums and Institutions
Experience
Vanderbilt University September 2012 - March 2013
Lexon Surety Group September 2012 - March 2013
Willis January 2012 - July 2012
Murray State University January 2011 - February 2012
USDA Forest Service/Southern Research Station June 2011 - August 2011
USDA Forest Service/Southern Research Station June 2010 - August 2010
YMCA of Middle Tennessee May 2009 - May 2010
Northwestern Mutual Financial Network September 2009 - April 2010
YMCA of Jackson December 2008 - April 2010
Tennessee Department of Environment and Conservation May 2007 - August 2007
Skills
Media Relations, Public Relations, Community Outreach, Press Releases, Public Speaking, Event Management, Newsletters, Research, Event Planning, Advertising, Training, Social Media, Social Networking, Microsoft Office, Fundraising, Nonprofits, Interviews, Editing, Facebook, PowerPoint, Human Resources, Microsoft Word, Access, Social Media Marketing, Strategic Planning, Marketing Communications, Sales, Health, Word, Data Entry, Excel, Non-profits, Promotions, Customer Relations, Email Marketing, Negotiation, Administration, Problem Solving, Conflict Resolution, Interviewing, Online Marketing, Organizational..., HTML coding, Blackboard, CRM databases, Lotus Notes, Constant Contact, ImageRight, Copywriting
Education
Murray State University 2010 — 2012
Masters of Science, Mass Communication, 3.9
Lane College 2006 — 2010
Bachelors, Mass Communication
Vanderbilt University September 2012 - March 2013
Lexon Surety Group September 2012 - March 2013
Willis January 2012 - July 2012
Murray State University January 2011 - February 2012
USDA Forest Service/Southern Research Station June 2011 - August 2011
USDA Forest Service/Southern Research Station June 2010 - August 2010
YMCA of Middle Tennessee May 2009 - May 2010
Northwestern Mutual Financial Network September 2009 - April 2010
YMCA of Jackson December 2008 - April 2010
Tennessee Department of Environment and Conservation May 2007 - August 2007
Skills
Media Relations, Public Relations, Community Outreach, Press Releases, Public Speaking, Event Management, Newsletters, Research, Event Planning, Advertising, Training, Social Media, Social Networking, Microsoft Office, Fundraising, Nonprofits, Interviews, Editing, Facebook, PowerPoint, Human Resources, Microsoft Word, Access, Social Media Marketing, Strategic Planning, Marketing Communications, Sales, Health, Word, Data Entry, Excel, Non-profits, Promotions, Customer Relations, Email Marketing, Negotiation, Administration, Problem Solving, Conflict Resolution, Interviewing, Online Marketing, Organizational..., HTML coding, Blackboard, CRM databases, Lotus Notes, Constant Contact, ImageRight, Copywriting
Education
Murray State University 2010 — 2012
Masters of Science, Mass Communication, 3.9
Lane College 2006 — 2010
Bachelors, Mass Communication
Todd Yanick Todd Yanick's Northwestern Mutual Financial Network Experience May 2012 - August 2012
Job Supply Chain Buyer/Planner at Arthrex
Industry Logistics and Supply Chain
Experience
Arthrex June 2014 - Present
Berlin Packaging May 2013 - August 2013
Northwestern Mutual Financial Network May 2012 - August 2012
City of Troy Parks and Recreation Department November 2008 - March 2010
Education
Michigan State University 2010 — 2014
Bachelor of Arts, Supply Chain Management
Troy High School 2006 — 2010
Arthrex June 2014 - Present
Berlin Packaging May 2013 - August 2013
Northwestern Mutual Financial Network May 2012 - August 2012
City of Troy Parks and Recreation Department November 2008 - March 2010
Education
Michigan State University 2010 — 2014
Bachelor of Arts, Supply Chain Management
Troy High School 2006 — 2010
Marcus Wolfe Marcus Wolfe's Northwestern Mutual Financial Network Experience April 2002 - September 2003
Job Real Estate Investor at Hopeful Homes
Industry Real Estate
Experience
Hopeful Homes LLC June 2015 - Present
Waukegan High School August 2013 - June 2014
Zion-Benton Township High School September 2009 - June 2014
Cristo Rey St. Martin College Prep August 2007 - July 2009
Various Lake County IL School Districts January 2006 - June 2006
The Tranel Financial Group March 2004 - August 2005
Capital Point Financial Group/Guardian Life Insurance Co October 2003 - March 2004
Northwestern Mutual Financial Network April 2002 - September 2003
AFLAC October 2001 - March 2002
Hewitt Associates August 1998 - October 2001
Skills
Real Estate Marketing, Real Estate Negotiating, Project Management, Property Evaluation, Property Repair..., Entrepreneurship, Management, Team Building, Investment Properties
Education
Fortune Builders Real Estate Education
Mastery Program, Real Estate Investing
National-Louis University 2005 — 2006
Secondary Education Certification, Social Studies Teacher Education, 4.0
Trinity International University 1994 — 1998
Master of Religious Education (MRE), Christian Education, 3.1
Augustana College (IL) 1990 — 1994
Bachelor of Arts (B.A.), History and English, 3.1
Hopeful Homes LLC June 2015 - Present
Waukegan High School August 2013 - June 2014
Zion-Benton Township High School September 2009 - June 2014
Cristo Rey St. Martin College Prep August 2007 - July 2009
Various Lake County IL School Districts January 2006 - June 2006
The Tranel Financial Group March 2004 - August 2005
Capital Point Financial Group/Guardian Life Insurance Co October 2003 - March 2004
Northwestern Mutual Financial Network April 2002 - September 2003
AFLAC October 2001 - March 2002
Hewitt Associates August 1998 - October 2001
Skills
Real Estate Marketing, Real Estate Negotiating, Project Management, Property Evaluation, Property Repair..., Entrepreneurship, Management, Team Building, Investment Properties
Education
Fortune Builders Real Estate Education
Mastery Program, Real Estate Investing
National-Louis University 2005 — 2006
Secondary Education Certification, Social Studies Teacher Education, 4.0
Trinity International University 1994 — 1998
Master of Religious Education (MRE), Christian Education, 3.1
Augustana College (IL) 1990 — 1994
Bachelor of Arts (B.A.), History and English, 3.1
Tina Powell's Northwestern Mutual Financial Network Experience July 2007 - January 2008
Job Founder and CEO at SheCapital
Industry Financial Services
Experience
SheCapital March 2015 - Present
New York University December 2014 - Present
Beacon Wealth Management January 2010 - Present
All Metals & Forge January 2008 - December 2009
Powell Graphics September 2000 - April 2009
Northwestern Mutual Financial Network July 2007 - January 2008
Oradell Parent Teacher Association September 1996 - May 2004
Close To Cost September 1984 - May 1990
Skills
Strategy, Marketing, Social Media, Management, Leadership, Business Development, CRM, SEO, Public Speaking, Advertising, Strategic Planning, Entrepreneurship, New Business Development, Integrated Marketing, SEM, Microsoft Office, Sales, Social Networking, Communication Skills, Public Relations, Business Intelligence, Facebook, Marketing Communications, PowerPoint, Marketing Strategy, Analytics, Email Marketing, Strategic Partnerships, Brand Development, Executive Management, Educational Leadership, Newsletters, Lead Generation, Google Analytics, Online Marketing, Digital Marketing, Digital Strategy, Martial Arts, Direct Marketing, Information Technology, Business Planning, Market Research, Creative Writing, Communication, Series 65, Awesomeness
Education
New York University 2008 — 2013
Master of Arts (MA), Graphic Communications Management and Technology, 4.0
Fairleigh Dickinson University-Metropolitan Campus 1984 — 1988
BS, Business Management
SheCapital March 2015 - Present
New York University December 2014 - Present
Beacon Wealth Management January 2010 - Present
All Metals & Forge January 2008 - December 2009
Powell Graphics September 2000 - April 2009
Northwestern Mutual Financial Network July 2007 - January 2008
Oradell Parent Teacher Association September 1996 - May 2004
Close To Cost September 1984 - May 1990
Skills
Strategy, Marketing, Social Media, Management, Leadership, Business Development, CRM, SEO, Public Speaking, Advertising, Strategic Planning, Entrepreneurship, New Business Development, Integrated Marketing, SEM, Microsoft Office, Sales, Social Networking, Communication Skills, Public Relations, Business Intelligence, Facebook, Marketing Communications, PowerPoint, Marketing Strategy, Analytics, Email Marketing, Strategic Partnerships, Brand Development, Executive Management, Educational Leadership, Newsletters, Lead Generation, Google Analytics, Online Marketing, Digital Marketing, Digital Strategy, Martial Arts, Direct Marketing, Information Technology, Business Planning, Market Research, Creative Writing, Communication, Series 65, Awesomeness
Education
New York University 2008 — 2013
Master of Arts (MA), Graphic Communications Management and Technology, 4.0
Fairleigh Dickinson University-Metropolitan Campus 1984 — 1988
BS, Business Management
Traci Scardina Traci Scardina's Northwestern Mutual Financial Network Experience June 2002 - September 2005
Job Coordinator of MBA Career Services with The Crosby MBA Program at the University of Missouri
Industry Higher Education
Experience
University of Missouri Crosby MBA Program September 2005 - Present
Northwestern Mutual Financial Network June 2002 - September 2005
Skills
Resume Writing
Education
North Central College
Bachlor of Arts, Organizational Communications
University of Missouri Crosby MBA Program September 2005 - Present
Northwestern Mutual Financial Network June 2002 - September 2005
Skills
Resume Writing
Education
North Central College
Bachlor of Arts, Organizational Communications
Michelle Booher Michelle Booher's Northwestern Mutual Financial Network Experience May 2010 - September 2010
Job Federal Financial Management Consultant at Accenture
Industry Financial Services
Experience
Accenture August 2014 - Present
IBM Global Services August 2011 - August 2014
First Miami Student Credit Union September 2008 - December 2010
Northwestern Mutual Financial Network May 2010 - September 2010
Skills
Credit, Banking, Finance, Financial Services, Insurance, Financial Analysis, Risk Management, Financial Modeling, Business Analysis, Process Improvement, Access, Financial Reporting, Internal Controls, Accounting, Microsoft Office, Microsoft Excel, Microsoft Visio, Microsoft SQL Server, SQL Server Management..., SQL Report Builder, Managerial Finance, Leadership, Business Process..., Data Analysis, Visio
Education
Miami University 2007 — 2011
BS, Finance, International Business, German
Dolibois European Center 2009 — 2009
Accenture August 2014 - Present
IBM Global Services August 2011 - August 2014
First Miami Student Credit Union September 2008 - December 2010
Northwestern Mutual Financial Network May 2010 - September 2010
Skills
Credit, Banking, Finance, Financial Services, Insurance, Financial Analysis, Risk Management, Financial Modeling, Business Analysis, Process Improvement, Access, Financial Reporting, Internal Controls, Accounting, Microsoft Office, Microsoft Excel, Microsoft Visio, Microsoft SQL Server, SQL Server Management..., SQL Report Builder, Managerial Finance, Leadership, Business Process..., Data Analysis, Visio
Education
Miami University 2007 — 2011
BS, Finance, International Business, German
Dolibois European Center 2009 — 2009
Joshua Granum's Northwestern Mutual Financial Network Experience 2007 - 2011
Job Sales Consultant | Success in Group Benefits, Healthcare, Insurance
Industry Insurance
Experience
Flexible Benefit Service Corporation (Flex) January 2015 - Present
1WorldSync March 2014 - Present
EY 2012 - 2014
Dell 2011 - 2012
CompuGroup Medical USA 2011 - 2012
Northwestern Mutual Financial Network 2007 - 2011
Skills
Sales, Finance, Employee Benefits, Strategic Planning, Business Development, Account Management, CRM, Management, Leadership, Insurance, Small Business, New Business Development, Customer Service, Strategy, Process Improvement, Healthcare, Leadership Development, Cold Calling, Salesforce.com, Analysis, Life Insurance, Disability Insurance, Investments, Strategic Financial..., Financial Services, Consulting, Wealth Management, Financial Analysis, Risk Management, Management Consulting, SMB Sales, Affordable Care Act
Education
Ohio University
Bachelor's degree, Economics, Real Estate
Minnesota State University, Mankato
Flexible Benefit Service Corporation (Flex) January 2015 - Present
1WorldSync March 2014 - Present
EY 2012 - 2014
Dell 2011 - 2012
CompuGroup Medical USA 2011 - 2012
Northwestern Mutual Financial Network 2007 - 2011
Skills
Sales, Finance, Employee Benefits, Strategic Planning, Business Development, Account Management, CRM, Management, Leadership, Insurance, Small Business, New Business Development, Customer Service, Strategy, Process Improvement, Healthcare, Leadership Development, Cold Calling, Salesforce.com, Analysis, Life Insurance, Disability Insurance, Investments, Strategic Financial..., Financial Services, Consulting, Wealth Management, Financial Analysis, Risk Management, Management Consulting, SMB Sales, Affordable Care Act
Education
Ohio University
Bachelor's degree, Economics, Real Estate
Minnesota State University, Mankato
Jonathan Pauli Jonathan Pauli's Northwestern Mutual Financial Network Experience September 2006 - December 2006
Job Commodity Business Planning Analyst at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company September 2013 - Present
Ford Motor Company June 2012 - September 2013
Stryker Instruments May 2011 - August 2011
The Emerald Golf Course November 2007 - August 2010
Pauli Ford June 2002 - August 2010
Fidelity Bank February 2007 - June 2007
Northwestern Mutual Financial Network September 2006 - December 2006
Skills
Budgets, Sales, Strategic Planning, Finance, Analysis
Education
Michigan State University 2010 — 2012
MBA, Finance, 3.86
Oakland University 2002 — 2006
School, Business Administration, Finance, 3.6
Ford Motor Company September 2013 - Present
Ford Motor Company June 2012 - September 2013
Stryker Instruments May 2011 - August 2011
The Emerald Golf Course November 2007 - August 2010
Pauli Ford June 2002 - August 2010
Fidelity Bank February 2007 - June 2007
Northwestern Mutual Financial Network September 2006 - December 2006
Skills
Budgets, Sales, Strategic Planning, Finance, Analysis
Education
Michigan State University 2010 — 2012
MBA, Finance, 3.86
Oakland University 2002 — 2006
School, Business Administration, Finance, 3.6
Jim Jarman Jim Jarman's Northwestern Mutual Financial Network Experience August 2009 - January 2011
Job Registered Representative and Agent at FTB Advisors
Industry Financial Services
Experience
FTB Advisors July 2012 - Present
First Tennessee Bank July 2012 - Present
Choice Benefits & Investments January 2011 - July 2012
Northwestern Mutual Financial Network August 2009 - January 2011
REPS October 2007 - July 2009
Skills
Financial Analysis, Portfolio Management, Investments, Management, Finance, Banking, Time Management, Insurance, Retirement Planning, Loans, Leadership, Microsoft Office, Microsoft Excel, Strategic Financial..., Team Building, Sales, Mutual Funds, Customer Service
Education
Middle Tennessee State University 2005 — 2009
Bachelor of Business Administration, Finance
FTB Advisors July 2012 - Present
First Tennessee Bank July 2012 - Present
Choice Benefits & Investments January 2011 - July 2012
Northwestern Mutual Financial Network August 2009 - January 2011
REPS October 2007 - July 2009
Skills
Financial Analysis, Portfolio Management, Investments, Management, Finance, Banking, Time Management, Insurance, Retirement Planning, Loans, Leadership, Microsoft Office, Microsoft Excel, Strategic Financial..., Team Building, Sales, Mutual Funds, Customer Service
Education
Middle Tennessee State University 2005 — 2009
Bachelor of Business Administration, Finance
Philip Holz, CPA Philip Holz, CPA's Northwestern Mutual Financial Network Experience March 2009 - February 2010
Job Accounting Manager at Imperial Plastics
Industry Accounting
Experience
Imperial Plastics July 2015 - Present
McGladrey October 2014 - July 2015
McGladrey October 2013 - September 2014
McGladrey September 2011 - October 2013
Minnesota State University, Mankato February 2010 - June 2011
New 2 You Family Thrift June 2010 - May 2011
Northwestern Mutual Financial Network March 2009 - February 2010
Skills
Accounting, Financial Reporting, Auditing, Financial Analysis, Healthcare, Insurance, Finance, General Ledger, Financial Statements, Microsoft Excel, GAAP, Financial Accounting, Journal Entries
Education
Minnesota State University, Mankato 2009 — 2011
BS, Accounting
Bethany Lutheran College 2007 — 2008
Finance
University of Minnesota-Twin Cities 2006 — 2007
Entrepreneurial Management
Imperial Plastics July 2015 - Present
McGladrey October 2014 - July 2015
McGladrey October 2013 - September 2014
McGladrey September 2011 - October 2013
Minnesota State University, Mankato February 2010 - June 2011
New 2 You Family Thrift June 2010 - May 2011
Northwestern Mutual Financial Network March 2009 - February 2010
Skills
Accounting, Financial Reporting, Auditing, Financial Analysis, Healthcare, Insurance, Finance, General Ledger, Financial Statements, Microsoft Excel, GAAP, Financial Accounting, Journal Entries
Education
Minnesota State University, Mankato 2009 — 2011
BS, Accounting
Bethany Lutheran College 2007 — 2008
Finance
University of Minnesota-Twin Cities 2006 — 2007
Entrepreneurial Management
Zach Moore Zach Moore's Northwestern Mutual Financial Network Experience May 2008 - August 2008
Job Account Executive, Associations, Association Mangement Companies , and NonProfits
Industry Computer Software
Experience
Abila June 2014 - Present
Ruth's Chris Steak House September 2013 - June 2014
P.F. Chang's China Bistro February 2013 - February 2014
9Marks August 2009 - September 2012
Northwestern Mutual Financial Network May 2008 - August 2008
Skills
Sales, Leadership, Project Management, Public Speaking, Event Planning, Marketing, Customer Service, Business Strategy, Fundraising, Cold Calling, Salesforce.com, NetSuite, Contract Negotiation, Microsoft Excel, SaaS, Business Development, Sandler, Social Networking, Social Media Marketing, Microsoft Office, Time Management, PowerPoint, Team Building, Teaching, Event Management, Social Media, Volunteer Management, Leadership Development, Teamwork, Project Planning, Accounting, Facebook
Education
Millsaps College 2005 — 2009
Bachelor's Degree, Business Administration and Management, General, 3.69
Millsaps College 2005 — 2009
Bachelor's Degree, Business Administration and Management, A
Abila June 2014 - Present
Ruth's Chris Steak House September 2013 - June 2014
P.F. Chang's China Bistro February 2013 - February 2014
9Marks August 2009 - September 2012
Northwestern Mutual Financial Network May 2008 - August 2008
Skills
Sales, Leadership, Project Management, Public Speaking, Event Planning, Marketing, Customer Service, Business Strategy, Fundraising, Cold Calling, Salesforce.com, NetSuite, Contract Negotiation, Microsoft Excel, SaaS, Business Development, Sandler, Social Networking, Social Media Marketing, Microsoft Office, Time Management, PowerPoint, Team Building, Teaching, Event Management, Social Media, Volunteer Management, Leadership Development, Teamwork, Project Planning, Accounting, Facebook
Education
Millsaps College 2005 — 2009
Bachelor's Degree, Business Administration and Management, General, 3.69
Millsaps College 2005 — 2009
Bachelor's Degree, Business Administration and Management, A
Michael Mantz's Northwestern Mutual Financial Network Experience October 2007 - December 2009
Job Experienced financial advisor committed to help guide you to a solid financial future.
Industry Financial Services
Experience
Mantz Wealth Management Group December 2013 - Present
MetLife Resources May 2011 - December 2013
Ohio National Financial Services December 2009 - May 2011
Northwestern Mutual Financial Network October 2007 - December 2009
Skills
Retirement Planning, Life Insurance, Insurance, Finance, Long Term Care Insurance, Employer Group..., Investments, Disability Insurance, Managed Money, Brokerage, Financial Services, Securities, College Education..., Strategic Planning, Legacy Planning, Estate Planning, Management, Customer Service, Wealth Management, Strategic Financial..., Investment Advisory, 401k, Small Business, Fixed Annuities, Mutual Funds, Retirement, Financial Planning, Marketing, FINRA, Investment Management, Marketing Strategy, Team Building
Education
Minnesota State University, Moorhead 1991 — 1995
BS, Mass Communications
Mantz Wealth Management Group December 2013 - Present
MetLife Resources May 2011 - December 2013
Ohio National Financial Services December 2009 - May 2011
Northwestern Mutual Financial Network October 2007 - December 2009
Skills
Retirement Planning, Life Insurance, Insurance, Finance, Long Term Care Insurance, Employer Group..., Investments, Disability Insurance, Managed Money, Brokerage, Financial Services, Securities, College Education..., Strategic Planning, Legacy Planning, Estate Planning, Management, Customer Service, Wealth Management, Strategic Financial..., Investment Advisory, 401k, Small Business, Fixed Annuities, Mutual Funds, Retirement, Financial Planning, Marketing, FINRA, Investment Management, Marketing Strategy, Team Building
Education
Minnesota State University, Moorhead 1991 — 1995
BS, Mass Communications
Elisa Rasmussen Elisa Rasmussen's Northwestern Mutual Financial Network Experience August 2005 - April 2006
Job Foundation Director
Industry Nonprofit Organization Management
Experience
Saint Paul Area Chamber of Commerce January 2014 - Present
Rasmussen College March 2009 - September 2012
Blanski, Peter January 2008 - March 2009
Dale Carnegie Training January 2007 - January 2008
Techpower August 2006 - December 2006
Northwestern Mutual Financial Network August 2005 - April 2006
Northwestern Mutual Financial Network August 2005 - March 2006
Minnesota State University Mankato August 2003 - May 2005
Minnesota State University August 2003 - May 2005
Skills
Public Speaking, Leadership, Training, Leadership Development, Account Management, New Business Development, Marketing, Adult Education, Staff Development, Resume Writing, Process Improvement, Event Planning, Sales, Coaching, Career Counseling, Career Development, Sales Process, Social Media, Community Outreach, Interviews, Nonprofits, Customer Service, Strategy, Business Development, Fundraising, Cold Calling, Recruiting, Team Building, Organizational..., Social Networking, Networking, Program Development
Education
Minnesota State University, Mankato 1998 — 2003
Bachelor of Applied Science (B.A.Sc.), Speech Communication and Rhetoric
Dale Carnegie Training
Hastings High School
Minnesota State University, Mankato
B.S, Speech Communications
Minnesota State University, Mankato
M.A, Speech Communications
Saint Paul Area Chamber of Commerce January 2014 - Present
Rasmussen College March 2009 - September 2012
Blanski, Peter January 2008 - March 2009
Dale Carnegie Training January 2007 - January 2008
Techpower August 2006 - December 2006
Northwestern Mutual Financial Network August 2005 - April 2006
Northwestern Mutual Financial Network August 2005 - March 2006
Minnesota State University Mankato August 2003 - May 2005
Minnesota State University August 2003 - May 2005
Skills
Public Speaking, Leadership, Training, Leadership Development, Account Management, New Business Development, Marketing, Adult Education, Staff Development, Resume Writing, Process Improvement, Event Planning, Sales, Coaching, Career Counseling, Career Development, Sales Process, Social Media, Community Outreach, Interviews, Nonprofits, Customer Service, Strategy, Business Development, Fundraising, Cold Calling, Recruiting, Team Building, Organizational..., Social Networking, Networking, Program Development
Education
Minnesota State University, Mankato 1998 — 2003
Bachelor of Applied Science (B.A.Sc.), Speech Communication and Rhetoric
Dale Carnegie Training
Hastings High School
Minnesota State University, Mankato
B.S, Speech Communications
Minnesota State University, Mankato
M.A, Speech Communications
Kelly Albers Kelly Albers's Northwestern Mutual Financial Network Experience June 2012 - Present
Job Associate Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 2012 - Present
Northwestern Mutual Financial Network 1994 - 2010
Skills
Life Insurance, Education Funding, Wealth Accumulation, Long Term Care Insurance, Disability Insurance, Fixed Annuities
Education
Nebraska Wesleyan University
Northwestern Mutual Financial Network June 2012 - Present
Northwestern Mutual Financial Network 1994 - 2010
Skills
Life Insurance, Education Funding, Wealth Accumulation, Long Term Care Insurance, Disability Insurance, Fixed Annuities
Education
Nebraska Wesleyan University
Jeannette Goldstein Jeannette Goldstein's Northwestern Mutual Financial Network Experience 2010 - December 2013
Job AVP, Financial Solutions Advisor Merrill Edge
Industry Financial Services
Experience
Merrill Edge May 2014 - Present
Bank of America May 2014 - Present
Northwestern Mutual Financial Network 2010 - December 2013
New York Life Insurance Company 2009 - 2010
Federal Reserve Bank of New York 1982 - 1987
Merrill Lynch 1981 - 1982
Skills
Securities, Insurance, Finance, Banking, Small Business, Disability Insurance, Long-term Care, Business Planning, Fixed Annuities, Retirement Planning, Investments, Estate Planning
Education
Montclair State University 1976 — 1979
B.A., Economics
Merrill Edge May 2014 - Present
Bank of America May 2014 - Present
Northwestern Mutual Financial Network 2010 - December 2013
New York Life Insurance Company 2009 - 2010
Federal Reserve Bank of New York 1982 - 1987
Merrill Lynch 1981 - 1982
Skills
Securities, Insurance, Finance, Banking, Small Business, Disability Insurance, Long-term Care, Business Planning, Fixed Annuities, Retirement Planning, Investments, Estate Planning
Education
Montclair State University 1976 — 1979
B.A., Economics
William Newberry William Newberry's Northwestern Mutual Financial Network Experience June 2012 - Present
Job Financial Representative
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 2012 - Present
Monaghan Mechanical INC. July 2005 - January 2012
Education
University of Idaho 2009 — 2012
Bachelor's degree, Psychology
North Idaho College 2007 — 2009
Associate's degree, General Studies
Northwestern Mutual Financial Network June 2012 - Present
Monaghan Mechanical INC. July 2005 - January 2012
Education
University of Idaho 2009 — 2012
Bachelor's degree, Psychology
North Idaho College 2007 — 2009
Associate's degree, General Studies
Bruce Kraczkowsky Bruce Kraczkowsky's Northwestern Mutual Financial Network Experience 1989 - 2001
Job Recruiter at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2001 - Present
Northwestern Mutual Financial Network 1989 - 2001
PGA of America 1973 - 1989
Skills
Leadership Development, Sales Management, Talent Acquisition, Talent Management, Coaching, Public Speaking, Interviewing, Hiring, Recruiting, Interviews, Customer Service, Insurance, Employee Benefits, Entrepreneurship, College Recruiting, Disability Insurance, Succession Planning, Risk Management, Leadership
Education
New Mexico State University 1968 — 1972
Bachelor of Science, Education
Northwestern Mutual January 2001 - Present
Northwestern Mutual Financial Network 1989 - 2001
PGA of America 1973 - 1989
Skills
Leadership Development, Sales Management, Talent Acquisition, Talent Management, Coaching, Public Speaking, Interviewing, Hiring, Recruiting, Interviews, Customer Service, Insurance, Employee Benefits, Entrepreneurship, College Recruiting, Disability Insurance, Succession Planning, Risk Management, Leadership
Education
New Mexico State University 1968 — 1972
Bachelor of Science, Education
Randall L. Billmeier, CLU, CLTC Randall L. Billmeier, CLU, CLTC's Northwestern Mutual Financial Network Experience April 1986 - Present
Job Financial Representative
Industry Financial Services
Experience
Northwestern Mutual Financial Network April 1986 - Present
Vermont Academy 1981 - 1986
Education
Michigan State University 1969 — 1973
Northwestern Mutual Financial Network April 1986 - Present
Vermont Academy 1981 - 1986
Education
Michigan State University 1969 — 1973
Mike Incrocci's Northwestern Mutual Financial Network Experience 2009 - Present
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2009 - Present
The Northlake Group 2005 - 2009
UBS 2002 - 2004
Lind-Waldock 2001 - 2002
Skills
Valuation, Project Planning, Mergers & Acquisitions, Finance, Portfolio Management, Time Management, Investments, Retirement Planning, Risk Management, Financial Analysis, Fundraising, Securities, Equities, Strategic Financial..., Real Estate, Financial Modeling, Management, Series 7, Options
Education
American College 2011 — 2012
Chartered Life Underwriter
FINRA 2010 — 2010
Series 6, 63, 65
Miami University 1999 — 2003
Bachelor's degree, Finance
Hinsdale Central
Northwestern Mutual Financial Network 2009 - Present
The Northlake Group 2005 - 2009
UBS 2002 - 2004
Lind-Waldock 2001 - 2002
Skills
Valuation, Project Planning, Mergers & Acquisitions, Finance, Portfolio Management, Time Management, Investments, Retirement Planning, Risk Management, Financial Analysis, Fundraising, Securities, Equities, Strategic Financial..., Real Estate, Financial Modeling, Management, Series 7, Options
Education
American College 2011 — 2012
Chartered Life Underwriter
FINRA 2010 — 2010
Series 6, 63, 65
Miami University 1999 — 2003
Bachelor's degree, Finance
Hinsdale Central
Jeffrey Kehoe, CLU®, ChFC® Jeffrey Kehoe, CLU®, ChFC®'s Northwestern Mutual Financial Network Experience January 2008 - November 2012
Job Bastyr University Naturopathic Doctor candidate 2018
Industry Medical Practice
Experience
Gerych's, Inc. April 2013 - June 2013
Northwestern Mutual Financial Network January 2008 - November 2012
Brinker/Maggianos Little Italy August 2006 - January 2008
Beverly Hills Grill March 2005 - March 2006
Levy Restaurants April 2004 - November 2004
Levy Restaurants May 2003 - August 2004
Education
Michigan State University 1997 — 2001
Bachelor of Arts, Hospitality Business
Gerych's, Inc. April 2013 - June 2013
Northwestern Mutual Financial Network January 2008 - November 2012
Brinker/Maggianos Little Italy August 2006 - January 2008
Beverly Hills Grill March 2005 - March 2006
Levy Restaurants April 2004 - November 2004
Levy Restaurants May 2003 - August 2004
Education
Michigan State University 1997 — 2001
Bachelor of Arts, Hospitality Business
Stephen W. Arnold's Northwestern Mutual Financial Network Experience March 2011 - Present
Job Financial Advisor, Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network March 2011 - Present
The Shaw Group 2007 - 2011
Cuyahoga County 2004 - 2007
Franklin County 2003 - 2004
Education
The Ohio State University Moritz College of Law 1999 — 2002
Juris Doctor, Law
The Ohio State University 1996 — 1999
B.S.B.A, Finance
Miami University 1995 — 1996
General Studies
Marietta High School
Northwestern Mutual Financial Network March 2011 - Present
The Shaw Group 2007 - 2011
Cuyahoga County 2004 - 2007
Franklin County 2003 - 2004
Education
The Ohio State University Moritz College of Law 1999 — 2002
Juris Doctor, Law
The Ohio State University 1996 — 1999
B.S.B.A, Finance
Miami University 1995 — 1996
General Studies
Marietta High School
Matt St. Clair, CLU®, ChFC®, CFP® Matt St. Clair, CLU®, ChFC®, CFP®'s Northwestern Mutual Financial Network Experience August 2006 - Present
Job Financial Advisor
Industry Financial Services
Experience
Northwestern Mutual Financial Network August 2006 - Present
Paint the Town Cincinnati June 2008 - Present
Northwestern Mutual June 2005 - August 2006
Education
Miami University 2003 — 2006
B.S., Quantitative Economics with minor in Math & Statistics
Ohio Northern University 2002 — 2003
Northwestern Mutual Financial Network August 2006 - Present
Paint the Town Cincinnati June 2008 - Present
Northwestern Mutual June 2005 - August 2006
Education
Miami University 2003 — 2006
B.S., Quantitative Economics with minor in Math & Statistics
Ohio Northern University 2002 — 2003
Jeff Gluck Jeff Gluck's Northwestern Mutual Financial Network Experience February 2009 - March 2010
Job State Farm Team Member at Matt Woodford's Agency
Industry Financial Services
Experience
State Farm December 2013 - Present
TIAA-CREF November 2012 - November 2013
Northwestern Mutual June 2011 - April 2012
Vanguard April 2010 - June 2011
Northwestern Mutual Financial Network February 2009 - March 2010
Carolina Mudcats March 2007 - March 2010
Carolina Condrey Group of Northwestern Mutual February 2008 - February 2009
State Employees Credit Union August 2004 - February 2008
Skills
Investments, Insurance, Retirement, Retirement Planning, Financial Planning, Employee Benefits, Securities, Estate Planning, Asset Management, Wealth Management, Long Term Care, Asset Allocation, Financial Markets, Disability Insurance, Risk Management, Annuities, Portfolio Management, Mutual Funds, Equities, 401k, Series 63, Customer Service, Customer Relations, Strategic Financial..., Fixed Annuities, Asset Managment, Investment Advisory, Investment Strategies, ETFs, Series 7, Series 6, Long-term Care, Financial Services, Financial Advisory, Finance, Uniform Combined State..., Life Insurance, IRAs, Small Business, Management, Investment Management, High Net Worth..., Fixed Income, Relationship Management, Loans, Long Term Care Insurance
Education
North Carolina State University 2002 — 2007
B.S., Sport Management
State Farm December 2013 - Present
TIAA-CREF November 2012 - November 2013
Northwestern Mutual June 2011 - April 2012
Vanguard April 2010 - June 2011
Northwestern Mutual Financial Network February 2009 - March 2010
Carolina Mudcats March 2007 - March 2010
Carolina Condrey Group of Northwestern Mutual February 2008 - February 2009
State Employees Credit Union August 2004 - February 2008
Skills
Investments, Insurance, Retirement, Retirement Planning, Financial Planning, Employee Benefits, Securities, Estate Planning, Asset Management, Wealth Management, Long Term Care, Asset Allocation, Financial Markets, Disability Insurance, Risk Management, Annuities, Portfolio Management, Mutual Funds, Equities, 401k, Series 63, Customer Service, Customer Relations, Strategic Financial..., Fixed Annuities, Asset Managment, Investment Advisory, Investment Strategies, ETFs, Series 7, Series 6, Long-term Care, Financial Services, Financial Advisory, Finance, Uniform Combined State..., Life Insurance, IRAs, Small Business, Management, Investment Management, High Net Worth..., Fixed Income, Relationship Management, Loans, Long Term Care Insurance
Education
North Carolina State University 2002 — 2007
B.S., Sport Management
Brian Swann Brian Swann's Northwestern Mutual Financial Network Experience July 2007 - March 2008
Job Trainer at Anthem
Industry Insurance
Experience
Anthem October 2013 - Present
Cincinnati Public Schools April 2010 - October 2013
Total Quality Logistics November 2008 - 2009
Northwestern Mutual Financial Network July 2007 - March 2008
Anthem Blue Cross & Blue Shield July 2005 - April 2007
Skills
Leadership, Public Speaking, Sales, Microsoft Excel, Strategic Planning, Customer Service, Insurance, Microsoft Office, Event Planning, PowerPoint, Fundraising, Event Management, Social Media, Grant Writing, Process Improvement, Volunteer Management, Budgets, Time Management, Program Management, Community Outreach, Team Building, Microsoft Word, Program Development, Coaching, Data Analysis, Nonprofits, Analysis, Project Management, Access, Social Media Marketing, Marketing Strategy, Teaching, Public Relations, Marketing, Research, Team Leadership, Leadership Development, Staff Development, Outlook, Editing, Training, Management, Financial Analysis, Social Networking
Education
Miami University 1998 — 2004
Morehouse College 1986 — 1992
Spelman College 1986 — 1992
Freeport High School 1982 — 1986
Anthem October 2013 - Present
Cincinnati Public Schools April 2010 - October 2013
Total Quality Logistics November 2008 - 2009
Northwestern Mutual Financial Network July 2007 - March 2008
Anthem Blue Cross & Blue Shield July 2005 - April 2007
Skills
Leadership, Public Speaking, Sales, Microsoft Excel, Strategic Planning, Customer Service, Insurance, Microsoft Office, Event Planning, PowerPoint, Fundraising, Event Management, Social Media, Grant Writing, Process Improvement, Volunteer Management, Budgets, Time Management, Program Management, Community Outreach, Team Building, Microsoft Word, Program Development, Coaching, Data Analysis, Nonprofits, Analysis, Project Management, Access, Social Media Marketing, Marketing Strategy, Teaching, Public Relations, Marketing, Research, Team Leadership, Leadership Development, Staff Development, Outlook, Editing, Training, Management, Financial Analysis, Social Networking
Education
Miami University 1998 — 2004
Morehouse College 1986 — 1992
Spelman College 1986 — 1992
Freeport High School 1982 — 1986
Chad McQuade, JD, CLU's Northwestern Mutual Financial Network Experience October 2007 - Present
Job Wealth Management Advisor with The McTigue Financial Group, Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network October 2007 - Present
Keller Williams Gold Coast Realty April 2005 - October 2007
Koenig & Strey GMAC July 2003 - April 2005
Skills
Finance, Management, Sales, Insurance, Wealth Management, Retirement Planning, Real Estate, Investments
Education
The Ohio State University Moritz College of Law 1999 — 2002
JD
Miami University 1995 — 1999
Northwestern Mutual Financial Network October 2007 - Present
Keller Williams Gold Coast Realty April 2005 - October 2007
Koenig & Strey GMAC July 2003 - April 2005
Skills
Finance, Management, Sales, Insurance, Wealth Management, Retirement Planning, Real Estate, Investments
Education
The Ohio State University Moritz College of Law 1999 — 2002
JD
Miami University 1995 — 1999
Bob Land, LUTCF, CLTC Bob Land, LUTCF, CLTC's Northwestern Mutual Financial Network Experience April 1994 - March 2007
Job President, Landmark Financial Services, LLC
Industry Insurance
Experience
Landmark Financial Services, LLC (affiliate in network of Independent Agencies in NC & Va.) January 2001 - Present
Northwestern Mutual Financial Network April 1994 - March 2007
Met-Life April 1991 - April 1994
Skills
Long-Term Care Planning, Executive Disability..., Life Insurance/..., Employee Benefits, Health Insurance, Disability Insurance, Wealth Accumulation, Income Protection, Estate Planning, Saving for Education, Group Benefits, Retirement Planning, Long Term Care, Small Business, Life Insurance, Long-term Care, Fixed Annuities, Buy-sell Agreements, Insurance, Retirement, Risk Management, Sales, Training, Investments, Financial Services, Term Life Insurance, Financial Advisory, Finance, 401k, Long Term Care Insurance, Mortgage Lending, IRAs, Financial Planners, Critical Illness, Universal Life, Wealth Management, Whole Life, Strategic Financial..., Series 6, Investment Advisory, Underwriting, Series 63, Mutual Funds, Wealth, Brokers, Portfolio Management, Refinance, Property & Casualty..., Commercial Insurance, Financial Analysis
Education
(Recent Career Education)-The American College 2012 — 2013
Begin in depth Graduate Level Study - Chartered Healthcare Consultant- ChHC, To assist business owners, individuals and retirees make prudent health care decisions., In depth knowledge of Affordability Care Act / "Obama Care".
The American College, LUTCF, CLTC, Million Dollar Roundtable, American Assoc.of Long -Term Care 1991 — 2012
LUTCF, Continuous and up to date Education on Executive, Business, Employee Benefits, Estate Planning
North Carolina State University - College of Management 1977 — 1982
2 BA degrees, 1) Business Management, 2) Economics
Charlotte Country Day
High School Diploma / All County Baseball Pitcher / 2 Football State Championships, High School/Secondary Diplomas and Certificates
Landmark Financial Services, LLC (affiliate in network of Independent Agencies in NC & Va.) January 2001 - Present
Northwestern Mutual Financial Network April 1994 - March 2007
Met-Life April 1991 - April 1994
Skills
Long-Term Care Planning, Executive Disability..., Life Insurance/..., Employee Benefits, Health Insurance, Disability Insurance, Wealth Accumulation, Income Protection, Estate Planning, Saving for Education, Group Benefits, Retirement Planning, Long Term Care, Small Business, Life Insurance, Long-term Care, Fixed Annuities, Buy-sell Agreements, Insurance, Retirement, Risk Management, Sales, Training, Investments, Financial Services, Term Life Insurance, Financial Advisory, Finance, 401k, Long Term Care Insurance, Mortgage Lending, IRAs, Financial Planners, Critical Illness, Universal Life, Wealth Management, Whole Life, Strategic Financial..., Series 6, Investment Advisory, Underwriting, Series 63, Mutual Funds, Wealth, Brokers, Portfolio Management, Refinance, Property & Casualty..., Commercial Insurance, Financial Analysis
Education
(Recent Career Education)-The American College 2012 — 2013
Begin in depth Graduate Level Study - Chartered Healthcare Consultant- ChHC, To assist business owners, individuals and retirees make prudent health care decisions., In depth knowledge of Affordability Care Act / "Obama Care".
The American College, LUTCF, CLTC, Million Dollar Roundtable, American Assoc.of Long -Term Care 1991 — 2012
LUTCF, Continuous and up to date Education on Executive, Business, Employee Benefits, Estate Planning
North Carolina State University - College of Management 1977 — 1982
2 BA degrees, 1) Business Management, 2) Economics
Charlotte Country Day
High School Diploma / All County Baseball Pitcher / 2 Football State Championships, High School/Secondary Diplomas and Certificates
David Travis's Northwestern Mutual Financial Network Experience July 1972 - Present
Job Financial Representative at Northwestern Mutual Financial Network
Industry Insurance
Experience
Northwestern Mutual Financial Network July 1972 - Present
Education
Murray State University
B.A. and M.A., Education and Physical Education
Northwestern Mutual Financial Network July 1972 - Present
Education
Murray State University
B.A. and M.A., Education and Physical Education
Bill Yancey's Northwestern Mutual Financial Network Experience 1984 - Present
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network 1984 - Present
Education
Murray State University 1979 — 1983
Bachelor of Science
St Xavier High School Louisville, KY 1973 — 1979
The American College
CLU
Northwestern Mutual Financial Network 1984 - Present
Education
Murray State University 1979 — 1983
Bachelor of Science
St Xavier High School Louisville, KY 1973 — 1979
The American College
CLU
David Tilton David Tilton's Northwestern Mutual Financial Network Experience November 2006 - July 2007
Job Investment Banking VP at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 2007 - Present
Northwestern Mutual Financial Network November 2006 - July 2007
Lowe’s Food Stores Inc April 2001 - June 2007
Skills
Investment Banking, ETFs, Relationship Management, Revenue Analysis, Equity Capital Markets, Metrics Reporting, Financial Analysis, Financial Regulation, Life Insurance, Management, Equities, Finance
Education
North Carolina State University - College of Management 2003 — 2007
Bachelor's of Science, Business Management - Finance
Credit Suisse July 2007 - Present
Northwestern Mutual Financial Network November 2006 - July 2007
Lowe’s Food Stores Inc April 2001 - June 2007
Skills
Investment Banking, ETFs, Relationship Management, Revenue Analysis, Equity Capital Markets, Metrics Reporting, Financial Analysis, Financial Regulation, Life Insurance, Management, Equities, Finance
Education
North Carolina State University - College of Management 2003 — 2007
Bachelor's of Science, Business Management - Finance
Smith Andrews Smith Andrews's Northwestern Mutual Financial Network Experience 2011 - Present
Job Financial Planning & Stewardship
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2011 - Present
Raleigh Rescue Mission 2012 - Present
Moore & Johnson 2009 - 2011
Highsmith & Associates 2008 - 2009
Skills
Long-term Care, Retirement Planning, Investments, Life Insurance, Strategic Financial..., Variable Annuities, Estate Planning
Education
North Carolina State University 2003 — 2007
Political Science
Virginia Episcopal School 1999 — 2003
Northwestern Mutual Financial Network 2011 - Present
Raleigh Rescue Mission 2012 - Present
Moore & Johnson 2009 - 2011
Highsmith & Associates 2008 - 2009
Skills
Long-term Care, Retirement Planning, Investments, Life Insurance, Strategic Financial..., Variable Annuities, Estate Planning
Education
North Carolina State University 2003 — 2007
Political Science
Virginia Episcopal School 1999 — 2003
Michael Whalen CLU, ChFC Michael Whalen CLU, ChFC's Northwestern Mutual Financial Network Experience July 1980 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network July 1980 - Present
Northwestern Mutual July 1980 - Present
Northwestern Mutual 1980 - 2014
Education
Niagara University 1968 — 1972
Bachelor of Science, Commerce
Alter High School
The American College
CLU, ChFC
Northwestern Mutual Financial Network July 1980 - Present
Northwestern Mutual July 1980 - Present
Northwestern Mutual 1980 - 2014
Education
Niagara University 1968 — 1972
Bachelor of Science, Commerce
Alter High School
The American College
CLU, ChFC
Scott Crook Scott Crook's Northwestern Mutual Financial Network Experience Sales RepresentativeEagle Distributing Inc.May 2007 - October 2010
Job Financial Representative at Northwestern Mutual Financial Network
Industry Warehousing
Experience
Northwestern Mutual Financial Network Sales RepresentativeEagle Distributing Inc.May 2007 - October 2010
Education
Midland University 2003 — 2007
BSBA, Marketing, Management
Northwestern Mutual Financial Network Sales RepresentativeEagle Distributing Inc.May 2007 - October 2010
Education
Midland University 2003 — 2007
BSBA, Marketing, Management
Elizabeth Adam Elizabeth Adam's Northwestern Mutual Financial Network Experience 1991 - Present
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Insurance
Experience
Northwestern Mutual Financial Network 1991 - Present
Skills
Financial Analysis, Portfolio Management, Strategic Planning, Financial Modeling, Valuation, Asset Management, Investments, Finance, Risk Management, Mutual Funds, Management, Strategy, Fixed Income
Education
New York University 1979 — 1982
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1972 — 1976
BS, Accounting
Northwestern Mutual Financial Network 1991 - Present
Skills
Financial Analysis, Portfolio Management, Strategic Planning, Financial Modeling, Valuation, Asset Management, Investments, Finance, Risk Management, Mutual Funds, Management, Strategy, Fixed Income
Education
New York University 1979 — 1982
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1972 — 1976
BS, Accounting
Bob Hudson CFP®, CPA Bob Hudson CFP®, CPA's Northwestern Mutual Financial Network Experience February 2009 - Present
Job Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network February 2009 - Present
Market USA NC, Inc. 2005 - 2008
Pace Communications 1991 - 2004
Ernst & Young 1982 - 1991
Education
Miami University 1978 — 1982
B.S. Business, Accounting
Northwestern Mutual Financial Network February 2009 - Present
Market USA NC, Inc. 2005 - 2008
Pace Communications 1991 - 2004
Ernst & Young 1982 - 1991
Education
Miami University 1978 — 1982
B.S. Business, Accounting
Paul Kadesch Paul Kadesch's Northwestern Mutual Financial Network Experience June 2009 - Present
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 2009 - Present
Education
Michigan State University 1985 — 1990
BA
Northwestern Mutual Financial Network June 2009 - Present
Education
Michigan State University 1985 — 1990
BA
Jason Rognrud CLU, ChFC, CASL Jason Rognrud CLU, ChFC, CASL's Northwestern Mutual Financial Network Experience May 2002 - Present
Job Financial Advisor, Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network May 2002 - Present
Skills
Estate Planning, Investments, Networking, Insurance, Strategic Planning, Risk Management, Employee Benefits, Sales, Small Business, Business Succession, Retirement Planning, Insurance Planning, Financial Planners, Succession Planning, 401k, Disability Insurance, Finance, Financial Planning, Retirement, Strategic Financial..., Team Building, Fixed Annuities, Customer Service, Coaching
Education
Minnesota State University, Mankato
Bachelor of Science (B.S.), Management Information Systems, Financial Planning
Northwestern Mutual Financial Network May 2002 - Present
Skills
Estate Planning, Investments, Networking, Insurance, Strategic Planning, Risk Management, Employee Benefits, Sales, Small Business, Business Succession, Retirement Planning, Insurance Planning, Financial Planners, Succession Planning, 401k, Disability Insurance, Finance, Financial Planning, Retirement, Strategic Financial..., Team Building, Fixed Annuities, Customer Service, Coaching
Education
Minnesota State University, Mankato
Bachelor of Science (B.S.), Management Information Systems, Financial Planning
Punit Chhabra Punit Chhabra's Northwestern Mutual Financial Network Experience July 2007 - December 2007
Job Senior Vice President Strategic Relationships, Edtech Systems
Industry Information Technology and Services
Experience
edtechsystems.com January 2014 - Present
Cloudbearing July 2013 - November 2013
Strategy-Nets June 2010 - June 2013
Len February 2008 - June 2008
Northwestern Mutual Financial Network July 2007 - December 2007
Cisco Systems, Sales Account Manager September 1997 - May 2007
Tiger January 1994 - September 1997
Burson-Marsteller International, Mumbai, India May 1993 - May 1994
Skills
Salesforce.com, Business Development, Selling, Cloud Computing, Corporate Communications, Enterprise Software, Sales Process, Leadership, Strategy, Solution Selling, Sales Operations, Cross-functional Team..., Storage, CRM, Networking, Management, E-commerce, Security, Sales, Demand Generation, SaaS, Sales Management, Marketing
Education
North Carolina State University 1987 — 1992
BA, Communication and Public Relations
edtechsystems.com January 2014 - Present
Cloudbearing July 2013 - November 2013
Strategy-Nets June 2010 - June 2013
Len February 2008 - June 2008
Northwestern Mutual Financial Network July 2007 - December 2007
Cisco Systems, Sales Account Manager September 1997 - May 2007
Tiger January 1994 - September 1997
Burson-Marsteller International, Mumbai, India May 1993 - May 1994
Skills
Salesforce.com, Business Development, Selling, Cloud Computing, Corporate Communications, Enterprise Software, Sales Process, Leadership, Strategy, Solution Selling, Sales Operations, Cross-functional Team..., Storage, CRM, Networking, Management, E-commerce, Security, Sales, Demand Generation, SaaS, Sales Management, Marketing
Education
North Carolina State University 1987 — 1992
BA, Communication and Public Relations
Christine La Pak Christine La Pak's Northwestern Mutual Financial Network Experience May 2010 - Present
Job NSSED Teaching Assistant
Industry Education Management
Experience
Northwestern Mutual Financial Network May 2010 - Present
Order of Omega September 2010 - May 2012
Alpha Phi International Fraternity September 2008 - May 2012
Northwestern Mutual May 2011 - August 2011
Northwestern Mutual August 2010 - January 2011
Abercrombie & Fitch November 2008 - December 2009
5 Seasons Country Club April 2007 - September 2009
Northbrook Part District April 2005 - September 2009
Skills
PowerPoint, Social Media, Event Planning, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Social Networking, Facebook, Time Management
Education
Michigan State University 2008 — 2012
Bachelor's degree, Social Work
Glenbrook North High School
Northwestern Mutual Financial Network May 2010 - Present
Order of Omega September 2010 - May 2012
Alpha Phi International Fraternity September 2008 - May 2012
Northwestern Mutual May 2011 - August 2011
Northwestern Mutual August 2010 - January 2011
Abercrombie & Fitch November 2008 - December 2009
5 Seasons Country Club April 2007 - September 2009
Northbrook Part District April 2005 - September 2009
Skills
PowerPoint, Social Media, Event Planning, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Social Networking, Facebook, Time Management
Education
Michigan State University 2008 — 2012
Bachelor's degree, Social Work
Glenbrook North High School
Mark Creason's Northwestern Mutual Financial Network Experience July 2008 - September 2010
Job Licensed Insurance Agent at Liberty Mutual Insurance
Industry Financial Services
Experience
Liberty Mutual Insurance March 2013 - Present
Merrill Lynch March 2011 - July 2012
Northwestern Mutual Financial Network July 2008 - September 2010
SunTrust Mortgage July 2004 - July 2008
Prosperity Mortgage September 2001 - July 2004
Skills
Retirement Planning, Series 7, Series 63, Asset Allocation, Insurance, Financial Services, Disability Insurance, Long-term Care, New Business Development, Mortgage Lending, Sales, Loans, Refinance, Loan Origination, Mortgage Banking, Strategic Financial...
Education
Murray State University 1984 — 1986
business
Liberty Mutual Insurance March 2013 - Present
Merrill Lynch March 2011 - July 2012
Northwestern Mutual Financial Network July 2008 - September 2010
SunTrust Mortgage July 2004 - July 2008
Prosperity Mortgage September 2001 - July 2004
Skills
Retirement Planning, Series 7, Series 63, Asset Allocation, Insurance, Financial Services, Disability Insurance, Long-term Care, New Business Development, Mortgage Lending, Sales, Loans, Refinance, Loan Origination, Mortgage Banking, Strategic Financial...
Education
Murray State University 1984 — 1986
business
Russell Andrews Russell Andrews's Northwestern Mutual Financial Network Experience April 1968 - Present
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network April 1968 - Present
311 Montgomery Development 2006 - 2012
College and High School September 1951 - June 1968
Skills
Small Business, Civic Engagement, Community Volunteer, Erie Canal, Philanthropy, Budgets, Fundraising, Event Planning, Leadership, Public Speaking, Economic Development, Social Media, Volunteer Management, Community Development, Community Outreach, Strategic Planning
Education
Monmouth College 1964 — 1968
BA, Business
Manlius School, Pebble Hill School
Northwestern Mutual Financial Network April 1968 - Present
311 Montgomery Development 2006 - 2012
College and High School September 1951 - June 1968
Skills
Small Business, Civic Engagement, Community Volunteer, Erie Canal, Philanthropy, Budgets, Fundraising, Event Planning, Leadership, Public Speaking, Economic Development, Social Media, Volunteer Management, Community Development, Community Outreach, Strategic Planning
Education
Monmouth College 1964 — 1968
BA, Business
Manlius School, Pebble Hill School
Holly Burger Holly Burger's Northwestern Mutual Financial Network Experience June 2005 - May 2007
Job Registered Nurse NICU at San Diego Naval Medical Ctr
Industry Hospital & Health Care
Experience
San Diego Naval Medical Ctr March 2015 - Present
Sonoma Developmental Ctr November 2014 - March 2015
Windsor Vallejo Nursing & Rehabilitation Center August 2014 - November 2014
Thomas Bondur November 2011 - July 2014
Levy & Levy Financial Services July 2009 - July 2014
National University April 2011 - May 2013
Imeriti May 2007 - June 2009
Northwestern Mutual Financial Network June 2005 - May 2007
Alternative Nursing Services February 2003 - April 2005
Skills
Insurance, Sales, Healthcare, BLS, Nursing, Patient Safety, Patient Advocacy, ACLS, Marketing, Retirement Planning, Retirement, Long-term Care, New Business Development, Life Insurance, Fixed Annuities, Strategic Financial..., Investments, Marketing Strategy, Account Management, Registered Nurses, PALS, Patient Education, Critical Thinking, Team Leadership, Teamwork, Team Management, Supervisory Skills, Leadership, HIPAA
Education
National University 2011 — 2013
Bachelor's degree, Registered Nursing/Registered Nurse
San Diego Naval Medical Ctr March 2015 - Present
Sonoma Developmental Ctr November 2014 - March 2015
Windsor Vallejo Nursing & Rehabilitation Center August 2014 - November 2014
Thomas Bondur November 2011 - July 2014
Levy & Levy Financial Services July 2009 - July 2014
National University April 2011 - May 2013
Imeriti May 2007 - June 2009
Northwestern Mutual Financial Network June 2005 - May 2007
Alternative Nursing Services February 2003 - April 2005
Skills
Insurance, Sales, Healthcare, BLS, Nursing, Patient Safety, Patient Advocacy, ACLS, Marketing, Retirement Planning, Retirement, Long-term Care, New Business Development, Life Insurance, Fixed Annuities, Strategic Financial..., Investments, Marketing Strategy, Account Management, Registered Nurses, PALS, Patient Education, Critical Thinking, Team Leadership, Teamwork, Team Management, Supervisory Skills, Leadership, HIPAA
Education
National University 2011 — 2013
Bachelor's degree, Registered Nursing/Registered Nurse
Moise Piram Moise Piram's Northwestern Mutual Financial Network Experience March 2009 - August 2011
Job Financial Services Professional at MassMutual Financial Group
Industry Insurance
Experience
Mass Mutual Insurance August 2011 - Present
Metropolitan Ballet Theatre January 2013 - Present
Northwestern Mutual Financial Network March 2009 - August 2011
Northwestern Mutual January 2004 - February 2009
Skills
Disability Insurance, Estate Planning, Long-term Care, Life Insurance, Employee Benefits, Insurance, Finance, Retirement, Fixed Annuities, Term Life Insurance, 401k, Financial Services, Long Term Care Insurance, Investments, Mutual Funds, Asset Allocation, IRAs, Small Business, Health Insurance, Wealth Accumulation, Securities, Underwriting, Relationship Management, Asset Management
Education
New York University 1999 — 2003
B.S., Communications
Xaverian High School 1995 — 1999
Mass Mutual Insurance August 2011 - Present
Metropolitan Ballet Theatre January 2013 - Present
Northwestern Mutual Financial Network March 2009 - August 2011
Northwestern Mutual January 2004 - February 2009
Skills
Disability Insurance, Estate Planning, Long-term Care, Life Insurance, Employee Benefits, Insurance, Finance, Retirement, Fixed Annuities, Term Life Insurance, 401k, Financial Services, Long Term Care Insurance, Investments, Mutual Funds, Asset Allocation, IRAs, Small Business, Health Insurance, Wealth Accumulation, Securities, Underwriting, Relationship Management, Asset Management
Education
New York University 1999 — 2003
B.S., Communications
Xaverian High School 1995 — 1999
David Cappel David Cappel's Northwestern Mutual Financial Network Experience March 2006 - Present
Job Financial Representative
Industry Financial Services
Experience
Northwestern Mutual Financial Network March 2006 - Present
Duke City Brass 2006 - 2013
C.L. North Industrial Sales 2002 - 2004
Kaman Industrial Technologies May 1994 - June 1997
Education
Minnesota State University, Mankato 1969 — 1971
Northwestern Mutual Financial Network March 2006 - Present
Duke City Brass 2006 - 2013
C.L. North Industrial Sales 2002 - 2004
Kaman Industrial Technologies May 1994 - June 1997
Education
Minnesota State University, Mankato 1969 — 1971
Michelle Bost Milentijevic's Northwestern Mutual Financial Network Experience October 1994 - August 2004
Job Talent Obsessed, Business Savvy and Cutting Edge!
Industry Information Technology and Services
Experience
Dun and Bradstreet September 2014 - Present
AllianceBernstein January 2011 - August 2014
AllianceBernstein April 2009 - December 2010
AllianceBernstein May 2005 - March 2009
AllianceBernstein September 2004 - May 2005
Northwestern Mutual Financial Network October 1994 - August 2004
Marsetta Lane Staffing August 1992 - October 1994
Skills
Talent Management, Recruiting, Performance Management, Employee Relations, Program Management, Onboarding, Human Capital, Financial Services, Talent Acquisition, Applicant Tracking..., Executive Search, Employee Benefits, Human Resources, College Recruiting, Recruitment Process..., Diversity & Inclusion, FMLA / ADA / EEO, Workplace Policies, Internal Mobility, Compensation & Benefits...
Education
New York University 2008 — 2008
Human Resources Management
West Virginia University 1987 — 1991
BSJ, Journalism / Political Science
West Mifflin Area High School
Dun and Bradstreet September 2014 - Present
AllianceBernstein January 2011 - August 2014
AllianceBernstein April 2009 - December 2010
AllianceBernstein May 2005 - March 2009
AllianceBernstein September 2004 - May 2005
Northwestern Mutual Financial Network October 1994 - August 2004
Marsetta Lane Staffing August 1992 - October 1994
Skills
Talent Management, Recruiting, Performance Management, Employee Relations, Program Management, Onboarding, Human Capital, Financial Services, Talent Acquisition, Applicant Tracking..., Executive Search, Employee Benefits, Human Resources, College Recruiting, Recruitment Process..., Diversity & Inclusion, FMLA / ADA / EEO, Workplace Policies, Internal Mobility, Compensation & Benefits...
Education
New York University 2008 — 2008
Human Resources Management
West Virginia University 1987 — 1991
BSJ, Journalism / Political Science
West Mifflin Area High School
Dan Jolliff's Northwestern Mutual Financial Network Experience March 2008 - September 2008
Job Pharmaceuticals Sales Representative
Industry Pharmaceuticals
Experience
New Haven Pharmaceuticals, Inc. September 2015 - Present
Security Enterprises, Inc. June 2012 - Present
The Health & Wellness Institute (HWI) March 2010 - May 2012
The Joliff Agency, LLC 2008 - 2010
Northwestern Mutual Financial Network March 2008 - September 2008
Spectrum Fitness & Medical Wellness August 2000 - February 2008
Skills
Sales, Prospecting New Clients, Networking, Team Building, Security, Customer Service, Customer Satisfaction, Time Management, Account Management, Public Speaking, Inventory Management, Marketing, Management, Small Business, New Business Development, Customer Retention, Negotiation, Sales Management, CCTV, Home Automation, Coaching, Budgets, Inventory Control, Cold Calling, CRM, Microsoft Office, Recruiting, Sales Presentations, Project Management, PowerPoint, Process Improvement, Outlook, Microsoft Excel, Marketing Strategy
Education
University of Louisiana at Monroe 1996 — 2000
Bachelor of Science (BS), Kinesiology
Navarro College 1995 — 1996
Ouachita Parish High School 1991 — 1995
Dale Carnegie
Certificate, Human Relations & Communications Course
New Haven Pharmaceuticals, Inc. September 2015 - Present
Security Enterprises, Inc. June 2012 - Present
The Health & Wellness Institute (HWI) March 2010 - May 2012
The Joliff Agency, LLC 2008 - 2010
Northwestern Mutual Financial Network March 2008 - September 2008
Spectrum Fitness & Medical Wellness August 2000 - February 2008
Skills
Sales, Prospecting New Clients, Networking, Team Building, Security, Customer Service, Customer Satisfaction, Time Management, Account Management, Public Speaking, Inventory Management, Marketing, Management, Small Business, New Business Development, Customer Retention, Negotiation, Sales Management, CCTV, Home Automation, Coaching, Budgets, Inventory Control, Cold Calling, CRM, Microsoft Office, Recruiting, Sales Presentations, Project Management, PowerPoint, Process Improvement, Outlook, Microsoft Excel, Marketing Strategy
Education
University of Louisiana at Monroe 1996 — 2000
Bachelor of Science (BS), Kinesiology
Navarro College 1995 — 1996
Ouachita Parish High School 1991 — 1995
Dale Carnegie
Certificate, Human Relations & Communications Course
Robert Davey, CFP®'s Northwestern Mutual Financial Network Experience July 1987 - Present
Job Wealth Management Advisor, Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network July 1987 - Present
Northwestern Mutual June 1987 - Present
Maritz January 1986 - June 1987
Focus Research Systems September 1983 - January 1986
Xerox December 1980 - September 1983
Skills
Insurance, CRM, Leadership, Estate Planning, Wealth Management, Sales, Financial Services, Retirement Planning, Series 63, Long-term Care, Finance, Series 7, Securities, Investments, Fixed Annuities, Valuation, Strategic Financial..., Life Insurance, Disability Insurance, Mergers & Acquisitions, Series 6, Underwriting, Long Term Care Insurance, Retirement, Mutual Funds, Strategic Planning
Education
The University of Connecticut 1978 — 1980
Bachelor of Arts, Economics
New England College 1976 — 1978
Northwestern Mutual Financial Network July 1987 - Present
Northwestern Mutual June 1987 - Present
Maritz January 1986 - June 1987
Focus Research Systems September 1983 - January 1986
Xerox December 1980 - September 1983
Skills
Insurance, CRM, Leadership, Estate Planning, Wealth Management, Sales, Financial Services, Retirement Planning, Series 63, Long-term Care, Finance, Series 7, Securities, Investments, Fixed Annuities, Valuation, Strategic Financial..., Life Insurance, Disability Insurance, Mergers & Acquisitions, Series 6, Underwriting, Long Term Care Insurance, Retirement, Mutual Funds, Strategic Planning
Education
The University of Connecticut 1978 — 1980
Bachelor of Arts, Economics
New England College 1976 — 1978
Brian Weisz's Northwestern Mutual Financial Network Experience December 2002 - December 2004
Job Technical Project Coordinator at Global Tracks, Inc.
Industry Business Supplies and Equipment
Experience
Global Tracks, Inc. August 2015 - Present
Faithful Financing November 2011 - July 2015
PlasmaCAM April 2009 - July 2015
Perficient, Inc. 2008 - 2009
Crown Partners November 2006 - September 2008
Insurance Technologies, Inc March 2005 - November 2006
Northwestern Mutual Financial Network December 2002 - December 2004
SUSTAIN Technologies June 2001 - February 2002
Interlink Group, Inc February 2000 - May 2001
3tSystems January 1999 - February 2000
Skills
.NET, Business Analysis, XML, Software Development, SQL
Education
Milligan College 1991 — 1996
Bachelor of Arts, Bible/Ministry
Global Tracks, Inc. August 2015 - Present
Faithful Financing November 2011 - July 2015
PlasmaCAM April 2009 - July 2015
Perficient, Inc. 2008 - 2009
Crown Partners November 2006 - September 2008
Insurance Technologies, Inc March 2005 - November 2006
Northwestern Mutual Financial Network December 2002 - December 2004
SUSTAIN Technologies June 2001 - February 2002
Interlink Group, Inc February 2000 - May 2001
3tSystems January 1999 - February 2000
Skills
.NET, Business Analysis, XML, Software Development, SQL
Education
Milligan College 1991 — 1996
Bachelor of Arts, Bible/Ministry
Sean Pickett's Northwestern Mutual Financial Network Experience January 2007 - Present
Job President at Near West Little League
Industry Financial Services
Experience
Near West Little League May 2007 - Present
Northwestern Mutual Financial Network January 2007 - Present
Education
Moody Bible Institute 2004 — 2007
Woodinville
Near West Little League May 2007 - Present
Northwestern Mutual Financial Network January 2007 - Present
Education
Moody Bible Institute 2004 — 2007
Woodinville
Nicole Kiecker's Northwestern Mutual Financial Network Experience Director of SelectionNorthwestern Mutual2000 - Present
Job Director of Selection at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network Director of SelectionNorthwestern Mutual2000 - Present
Education
Minnesota State University, Mankato 1995 — 1999
Mass Communications
Northwestern Mutual Financial Network Director of SelectionNorthwestern Mutual2000 - Present
Education
Minnesota State University, Mankato 1995 — 1999
Mass Communications
Joseph Bobbitt's Northwestern Mutual Financial Network Experience 2004 - Present
Job Northwestern Mutual Financial Representative
Industry Financial Services
Experience
Northwestern Mutual Financial Network 2004 - Present
Education
North Carolina State University - College of Management 1999 — 2004
Northwestern Mutual Financial Network 2004 - Present
Education
North Carolina State University - College of Management 1999 — 2004
Guy Merker's Northwestern Mutual Financial Network Experience January 2006 - January 2009
Job Owner at DuPage Cheer & Power Tumbling
Industry Professional Training & Coaching
Experience
DuPage Cheer & Power Tumbling January 2010 - Present
Merker Consulting January 2009 - Present
Merker Consulting August 2007 - Present
Premier Gymnastics North August 2009 - December 2009
Northwestern Mutual Financial Network January 2006 - January 2009
Premier Gymnastics Academy May 1999 - January 2006
Skills
Leadership, Management Consulting, Coaching, Marketing, Entrepreneurship, Strategic Planning, Leadership Development, Sales, New Business Development, Marketing Strategy
Education
Millikin University 1992 — 1996
BA, Religion
Wheaton North High School 1988 — 1992
DuPage Cheer & Power Tumbling January 2010 - Present
Merker Consulting January 2009 - Present
Merker Consulting August 2007 - Present
Premier Gymnastics North August 2009 - December 2009
Northwestern Mutual Financial Network January 2006 - January 2009
Premier Gymnastics Academy May 1999 - January 2006
Skills
Leadership, Management Consulting, Coaching, Marketing, Entrepreneurship, Strategic Planning, Leadership Development, Sales, New Business Development, Marketing Strategy
Education
Millikin University 1992 — 1996
BA, Religion
Wheaton North High School 1988 — 1992
Alex Pratt's Northwestern Mutual Financial Network Experience 2006 - 2006
Job Director, Client Solutions at Candescent Health
Industry Hospital & Health Care
Experience
Candescent Health January 2015 - Present
Radisphere July 2013 - January 2015
PTSPhysicians 2009 - 2013
LandAmerica Financial Group 2007 - 2009
Northwestern Mutual Financial Network 2006 - 2006
Skills
Financial Reporting, Accounting, Forecasting, Analysis, Financial Modeling, Client Communication, Client Interfacing, Client Relationship..., Client Acquisition, Project Execution, Software Project..., Personnel Development, Project Management, Customer Acquisition, CRM, Personal Development
Education
Miami University 2003 — 2007
B.S. Business, Finance, History
Candescent Health January 2015 - Present
Radisphere July 2013 - January 2015
PTSPhysicians 2009 - 2013
LandAmerica Financial Group 2007 - 2009
Northwestern Mutual Financial Network 2006 - 2006
Skills
Financial Reporting, Accounting, Forecasting, Analysis, Financial Modeling, Client Communication, Client Interfacing, Client Relationship..., Client Acquisition, Project Execution, Software Project..., Personnel Development, Project Management, Customer Acquisition, CRM, Personal Development
Education
Miami University 2003 — 2007
B.S. Business, Finance, History
Kelli De Stefano's Northwestern Mutual Financial Network Experience January 2008 - June 2010
Job Market Research Assistant at Probe Market Research
Industry Marketing and Advertising
Experience
Probe Market Research April 2014 - Present
Melando Planning Group October 2013 - March 2014
National Life Group December 2010 - October 2013
Northwestern Mutual Financial Network January 2008 - June 2010
Various Temp Positions February 2007 - August 2007
Carnegie Press July 2007 - July 2007
Ameriprise May 2007 - May 2007
Holsted Marketing February 2007 - March 2007
Context Web Inc February 2007 - February 2007
Crown Publishing Group January 2006 - May 2006
Skills
Email Marketing, Event Management, Marketing
Education
Montclair State University 2002 — 2006
Bachelor of Science, Marketing
Probe Market Research April 2014 - Present
Melando Planning Group October 2013 - March 2014
National Life Group December 2010 - October 2013
Northwestern Mutual Financial Network January 2008 - June 2010
Various Temp Positions February 2007 - August 2007
Carnegie Press July 2007 - July 2007
Ameriprise May 2007 - May 2007
Holsted Marketing February 2007 - March 2007
Context Web Inc February 2007 - February 2007
Crown Publishing Group January 2006 - May 2006
Skills
Email Marketing, Event Management, Marketing
Education
Montclair State University 2002 — 2006
Bachelor of Science, Marketing
Blake Shroyer's Northwestern Mutual Financial Network Experience August 2007 - June 2008
Job Senior Financial Analyst, Assistant Vice President at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank November 2013 - Present
Fifth Third Bank April 2013 - Present
Fifth Third Bank July 2011 - April 2013
Fifth Third Bank September 2008 - July 2011
Northwestern Mutual Financial Network August 2007 - June 2008
JPMorganChase July 2006 - August 2007
Skills
Microsoft Excel, Hyperion Enterprise, Hyperion Planning, TM1, CATS, CRM, Microsoft Office 2007, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Strategic Financial..., Valuation Modeling, Financial Forecasting, Accruals, Regulatory Submissions, Business Objects, Performance Reporting, PowerPoint, Valuation, Finance, Private Banking, Investment Advisory, Financial Services, Insurance, Banking, Microsoft Office, Investments, Access, CCAR
Education
Miami University 2002 — 2006
B.S. Finance; B.S. Management: Organizational Leadership
Fifth Third Bank November 2013 - Present
Fifth Third Bank April 2013 - Present
Fifth Third Bank July 2011 - April 2013
Fifth Third Bank September 2008 - July 2011
Northwestern Mutual Financial Network August 2007 - June 2008
JPMorganChase July 2006 - August 2007
Skills
Microsoft Excel, Hyperion Enterprise, Hyperion Planning, TM1, CATS, CRM, Microsoft Office 2007, Financial Analysis, Financial Reporting, Financial Modeling, Corporate Finance, Strategic Financial..., Valuation Modeling, Financial Forecasting, Accruals, Regulatory Submissions, Business Objects, Performance Reporting, PowerPoint, Valuation, Finance, Private Banking, Investment Advisory, Financial Services, Insurance, Banking, Microsoft Office, Investments, Access, CCAR
Education
Miami University 2002 — 2006
B.S. Finance; B.S. Management: Organizational Leadership
Rick Keller's Northwestern Mutual Financial Network Experience April 2010 - September 2011
Job Former Global Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Merrill Lynch September 2011 - February 2014
Northwestern Mutual Financial Network April 2010 - September 2011
Pamrapo Savings Bank April 2008 - April 2009
CodeStreet May 2007 - September 2007
ICAP, plc/Brokertec January 2001 - January 2005
TruMarkets, Inc January 2000 - January 2001
Nomura Securities International January 1994 - January 2000
Mabon Securities Corporation January 1986 - January 1994
Paine Webber Inc January 1985 - January 1986
Skills
Fixed Income, Investments, Portfolio Management, Hedge Funds, Account Management, Structured Products, Strategic Financial..., Trading, Sales, Wealth Management, Securities, Banking, Derivatives, Business Planning, Business Development, Financial Risk, Analysis, Finance, Structured Finance, New Business Development, ABS, CRM, Electronic Trading, MBS, Management, Series 63, Series 24, Marketing, CMBS, Bloomberg Terminal, Financial Markets, FX Options, Relationship Management, Building Relationships
Education
Mount St. Mary's University 1976 — 1980
BS, Business & Finance
Holy Trinity H.S. 1972 — 1976
Dale Carnegie Training
Wells Fargo Advisors August 2014 - Present
Merrill Lynch September 2011 - February 2014
Northwestern Mutual Financial Network April 2010 - September 2011
Pamrapo Savings Bank April 2008 - April 2009
CodeStreet May 2007 - September 2007
ICAP, plc/Brokertec January 2001 - January 2005
TruMarkets, Inc January 2000 - January 2001
Nomura Securities International January 1994 - January 2000
Mabon Securities Corporation January 1986 - January 1994
Paine Webber Inc January 1985 - January 1986
Skills
Fixed Income, Investments, Portfolio Management, Hedge Funds, Account Management, Structured Products, Strategic Financial..., Trading, Sales, Wealth Management, Securities, Banking, Derivatives, Business Planning, Business Development, Financial Risk, Analysis, Finance, Structured Finance, New Business Development, ABS, CRM, Electronic Trading, MBS, Management, Series 63, Series 24, Marketing, CMBS, Bloomberg Terminal, Financial Markets, FX Options, Relationship Management, Building Relationships
Education
Mount St. Mary's University 1976 — 1980
BS, Business & Finance
Holy Trinity H.S. 1972 — 1976
Dale Carnegie Training
Abby Tor's Northwestern Mutual Financial Network Experience 1998 - June 2010
Job Community Outreach Manager at BrightStar Care
Industry Hospital & Health Care
Experience
BrightStar Care May 2013 - Present
Atrium Assisted Living October 2010 - January 2013
Northwestern Mutual Financial Network 1998 - June 2010
Bankers Life and Casualty 1995 - 1998
City of Hampton, VA January 1989 - January 1994
Skills
State of Maryland..., Community Outreach, Healthcare, Marketing, Medicare, Social Services, Home Care, Budgets, Elder Care, Insurance, Time Management, Finance, Public Speaking, Nonprofits, Leadership, Fundraising, Strategic Planning, Event Planning, Customer Service, Leadership Development, Team Building, Business Planning, Program Development
Education
Norfolk State University 1984 — 1989
MSW, Social Work
Tel Aviv University 1974 — 1978
Bachelor of Arts, General History
BrightStar Care May 2013 - Present
Atrium Assisted Living October 2010 - January 2013
Northwestern Mutual Financial Network 1998 - June 2010
Bankers Life and Casualty 1995 - 1998
City of Hampton, VA January 1989 - January 1994
Skills
State of Maryland..., Community Outreach, Healthcare, Marketing, Medicare, Social Services, Home Care, Budgets, Elder Care, Insurance, Time Management, Finance, Public Speaking, Nonprofits, Leadership, Fundraising, Strategic Planning, Event Planning, Customer Service, Leadership Development, Team Building, Business Planning, Program Development
Education
Norfolk State University 1984 — 1989
MSW, Social Work
Tel Aviv University 1974 — 1978
Bachelor of Arts, General History
Elizabeth (Klein) Apy's Northwestern Mutual Financial Network Experience May 2006 - September 2007
Job Recruiter at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Northwestern Mutual December 2011 - June 2013
Resource Management Group July 2009 - December 2011
RBS Securities Inc March 2009 - July 2009
The McIntyre Group October 2007 - February 2009
Northwestern Mutual Financial Network May 2006 - September 2007
Skills
Recruiting, College Recruiting, Talent Acquisition, Onboarding, Sourcing, Sales, Leadership, Training
Education
Muhlenberg College 2003 — 2007
B.A, History
Darien High School 1999 — 2003
Morgan Stanley July 2013 - Present
Northwestern Mutual December 2011 - June 2013
Resource Management Group July 2009 - December 2011
RBS Securities Inc March 2009 - July 2009
The McIntyre Group October 2007 - February 2009
Northwestern Mutual Financial Network May 2006 - September 2007
Skills
Recruiting, College Recruiting, Talent Acquisition, Onboarding, Sourcing, Sales, Leadership, Training
Education
Muhlenberg College 2003 — 2007
B.A, History
Darien High School 1999 — 2003
Brooke Rupert's Northwestern Mutual Financial Network Experience 2007 - February 2010
Job at TElectricLLC
Industry Financial Services
Experience
T-Electric February 2010 - Present
Northwestern Mutual Financial Network 2007 - February 2010
Absorb-a-Trac 1998 - 2009
McDonald Grain Inc. August 2003 - May 2006
Education
The University of Kansas 1998 — 2006
Cell Biology, Biology
Metropolitan State University of Denver 2001 — 2003
Biological Science
Blue Valley North High School 1994 — 2000
T-Electric February 2010 - Present
Northwestern Mutual Financial Network 2007 - February 2010
Absorb-a-Trac 1998 - 2009
McDonald Grain Inc. August 2003 - May 2006
Education
The University of Kansas 1998 — 2006
Cell Biology, Biology
Metropolitan State University of Denver 2001 — 2003
Biological Science
Blue Valley North High School 1994 — 2000
Matthew Frazier's Northwestern Mutual Financial Network Experience October 2003 - October 2004
Job US East Outside Sales Team Lead
Industry Information Technology and Services
Experience
Dell August 2013 - Present
Dell Software Group February 2013 - July 2013
Dell May 2011 - January 2013
Dell, Inc March 2007 - May 2011
Dell Inc November 2004 - April 2011
Northwestern Mutual Financial Network October 2003 - October 2004
Skills
Go-to-market Strategy, Compellent, Storage Solutions, Storage Virtualization, Storage, Enterprise Storage, Deduplication, iSCSI, Virtualization, Storage Area Networks, Cloud Computing, SMB, Storage Architecture, Consulting, Dell Computers, Solution Selling, VDI, CRM, NAS, Strategic Partnerships
Education
Middle Tennessee State University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Middle Tennessee State University 2001 — 2004
Bachelor, Business Administration
Dell August 2013 - Present
Dell Software Group February 2013 - July 2013
Dell May 2011 - January 2013
Dell, Inc March 2007 - May 2011
Dell Inc November 2004 - April 2011
Northwestern Mutual Financial Network October 2003 - October 2004
Skills
Go-to-market Strategy, Compellent, Storage Solutions, Storage Virtualization, Storage, Enterprise Storage, Deduplication, iSCSI, Virtualization, Storage Area Networks, Cloud Computing, SMB, Storage Architecture, Consulting, Dell Computers, Solution Selling, VDI, CRM, NAS, Strategic Partnerships
Education
Middle Tennessee State University 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Middle Tennessee State University 2001 — 2004
Bachelor, Business Administration
Dana J. LePere's Northwestern Mutual Financial Network Experience April 2008 - March 2012
Job Senior Advisor, Benefits & Culture at Atlantic Media
Industry Human Resources
Experience
N/A December 2014 - Present
Atlantic Media August 2013 - December 2014
Atlantic Media April 2012 - August 2013
Northwestern Mutual Financial Network April 2008 - March 2012
Corporate Executive Board August 2007 - January 2008
Corporate Executive Board November 2006 - August 2007
Valley Mill Camp June 2006 - August 2006
Washingtonian Magazine June 2003 - August 2003
Operation Smile August 2001 - August 2001
Skills
Social Media, Account Management, Program Management, Sales, Management, Research, Budgets, Human Resources, Healthcare, Employee Benefits, Public Speaking, Policy, Employee Relations, Strategy, Leadership
Education
Washington University in St. Louis 2002 — 2006
BA, International and Area Studies; Japanese Language and Culture
Nanzan University 2005 — 2005
Study Abroad Program, Study Abroad Program
The Holton-Arms School 1996 — 2002
High School Diploma
N/A December 2014 - Present
Atlantic Media August 2013 - December 2014
Atlantic Media April 2012 - August 2013
Northwestern Mutual Financial Network April 2008 - March 2012
Corporate Executive Board August 2007 - January 2008
Corporate Executive Board November 2006 - August 2007
Valley Mill Camp June 2006 - August 2006
Washingtonian Magazine June 2003 - August 2003
Operation Smile August 2001 - August 2001
Skills
Social Media, Account Management, Program Management, Sales, Management, Research, Budgets, Human Resources, Healthcare, Employee Benefits, Public Speaking, Policy, Employee Relations, Strategy, Leadership
Education
Washington University in St. Louis 2002 — 2006
BA, International and Area Studies; Japanese Language and Culture
Nanzan University 2005 — 2005
Study Abroad Program, Study Abroad Program
The Holton-Arms School 1996 — 2002
High School Diploma
Danni McCoy's Northwestern Mutual Financial Network Experience June 2003 - Present
Job Associate Financial Representative at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 2003 - Present
Kats Management 2000 - 2002
Mutual of Omaha 1998 - 2000
Education
University of Nebraska-Lincoln 1998 — 1999
Nebraska Wesleyan University 1997 — 1998
Northwestern Mutual Financial Network June 2003 - Present
Kats Management 2000 - 2002
Mutual of Omaha 1998 - 2000
Education
University of Nebraska-Lincoln 1998 — 1999
Nebraska Wesleyan University 1997 — 1998
James Gunter's Northwestern Mutual Financial Network Experience January 2000 - January 2003
Job Manager at Healthcare Services Group
Industry Food & Beverages
Experience
Healthcare Services Group 2014 - Present
Special Security Services March 2013 - August 2014
Fifth Third Bank July 2011 - March 2013
Chase March 2007 - July 2011
Chase December 2004 - March 2007
Northwestern Mutual Financial Network January 2000 - January 2003
Pennington Seed January 1997 - January 2000
Skills
Leadership, Management, Training, Sales, Sales Operations, Budgets, Finance, Investments, Portfolio Management, Insurance, Time Management, Retail Banking, Accounting, Security, Retirement Planning, Series 63, Loans, Credit, Mortgage Lending, Banking, Research
Education
North Carolina State University 1991 — 1996
North Carolina State University
Bachelors of Arts, History
Healthcare Services Group 2014 - Present
Special Security Services March 2013 - August 2014
Fifth Third Bank July 2011 - March 2013
Chase March 2007 - July 2011
Chase December 2004 - March 2007
Northwestern Mutual Financial Network January 2000 - January 2003
Pennington Seed January 1997 - January 2000
Skills
Leadership, Management, Training, Sales, Sales Operations, Budgets, Finance, Investments, Portfolio Management, Insurance, Time Management, Retail Banking, Accounting, Security, Retirement Planning, Series 63, Loans, Credit, Mortgage Lending, Banking, Research
Education
North Carolina State University 1991 — 1996
North Carolina State University
Bachelors of Arts, History
John Ricker III's Northwestern Mutual Financial Network Experience January 2008 - February 2009
Job Financial Consultant, Santander Investment Services
Industry Financial Services
Experience
Sovereign Bank January 2009 - Present
Northwestern Mutual Financial Network January 2008 - February 2009
U-Haul Co. of New Jersey January 2007 - November 2007
Skills
FINRA Series 6 and 63..., Life Insurance, Strategic Financial..., Investments, Series 7, Retirement Planning, Fixed Income Strategies
Education
Montclair State University 2001 — 2006
Bachelor of Arts (B.A.), History
Sovereign Bank January 2009 - Present
Northwestern Mutual Financial Network January 2008 - February 2009
U-Haul Co. of New Jersey January 2007 - November 2007
Skills
FINRA Series 6 and 63..., Life Insurance, Strategic Financial..., Investments, Series 7, Retirement Planning, Fixed Income Strategies
Education
Montclair State University 2001 — 2006
Bachelor of Arts (B.A.), History
Gordy Graham, CLU, ChFC's Northwestern Mutual Financial Network Experience June 1982 - Present
Job Financial Advisor at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network June 1982 - Present
Skills
Finance, Securities
Education
Minnesota State University, Mankato
Bachelor of Science, Education
Northwestern Mutual Financial Network June 1982 - Present
Skills
Finance, Securities
Education
Minnesota State University, Mankato
Bachelor of Science, Education
David Trana's Northwestern Mutual Financial Network Experience July 2004 - February 2005
Job National Bank Examiner at Office of the Comptroller of the Currency
Industry Financial Services
Experience
Office of the Comptroller of the Currency April 2011 - Present
Office of the Comptroller of the Currency June 2006 - April 2011
US Bank February 2005 - June 2006
Northwestern Mutual Financial Network July 2004 - February 2005
Skills
Credit, Credit Analysis, Banking, Credit Risk, Loans, Financial Risk, Financial Analysis, Capital Markets, Finance
Education
Minnesota State University, Moorhead 2001 — 2004
B.S., Finance
Office of the Comptroller of the Currency April 2011 - Present
Office of the Comptroller of the Currency June 2006 - April 2011
US Bank February 2005 - June 2006
Northwestern Mutual Financial Network July 2004 - February 2005
Skills
Credit, Credit Analysis, Banking, Credit Risk, Loans, Financial Risk, Financial Analysis, Capital Markets, Finance
Education
Minnesota State University, Moorhead 2001 — 2004
B.S., Finance
Sera Zart's Northwestern Mutual Financial Network Experience March 1987 - March 2009
Job Director of Relations, Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual Financial Network March 1987 - March 2009
Education
Moraine Valley Community College
Business Administration, Communications
Northwestern Mutual Financial Network March 1987 - March 2009
Education
Moraine Valley Community College
Business Administration, Communications
Heidi Hodorowski's Northwestern Mutual Financial Network Experience March 2006 - February 2007
Job Marketer Legal Product & Editorial at Thomson Reuters
Industry Marketing and Advertising
Experience
Optum August 2015 - Present
Target August 2014 - August 2015
Thomson Reuters March 2012 - July 2014
Minneapolis School District January 2011 - January 2012
Vital Juice August 2010 - October 2011
Minneapolis Community and Technical Collage - Portfolio Exhibition January 2011 - May 2011
American Furniture Liquidation January 2010 - December 2010
Rita Marr- Realty July 2007 - May 2010
Keep in Touch Uptown March 2007 - September 2008
Northwestern Mutual Financial Network March 2006 - February 2007
Skills
Marketing, Graphic Design, Social Media, Facebook, Photography, Public Relations, Customer Service, Management, Advertising, Web Design, Microsoft Office, Brochures, CSS, WordPress, Marketing Strategy, Fundraising, Adobe Creative Suite
Education
Minneapolis Community and Technical College 2007 — 2011
A.A.S, Graphic Design: Web and Interactive Media and Print Media
University of Minnesota-Twin Cities 2008 — 2009
B.A; Studies, Professional Strategic Communication
Chippewa Valley Technical College 2003 — 2005
A.A.S, Marketing
Optum August 2015 - Present
Target August 2014 - August 2015
Thomson Reuters March 2012 - July 2014
Minneapolis School District January 2011 - January 2012
Vital Juice August 2010 - October 2011
Minneapolis Community and Technical Collage - Portfolio Exhibition January 2011 - May 2011
American Furniture Liquidation January 2010 - December 2010
Rita Marr- Realty July 2007 - May 2010
Keep in Touch Uptown March 2007 - September 2008
Northwestern Mutual Financial Network March 2006 - February 2007
Skills
Marketing, Graphic Design, Social Media, Facebook, Photography, Public Relations, Customer Service, Management, Advertising, Web Design, Microsoft Office, Brochures, CSS, WordPress, Marketing Strategy, Fundraising, Adobe Creative Suite
Education
Minneapolis Community and Technical College 2007 — 2011
A.A.S, Graphic Design: Web and Interactive Media and Print Media
University of Minnesota-Twin Cities 2008 — 2009
B.A; Studies, Professional Strategic Communication
Chippewa Valley Technical College 2003 — 2005
A.A.S, Marketing
Mallory Latta's Northwestern Mutual Financial Network Experience December 2007 - June 2009
Job Marketing Coordinator at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual January 2014 - Present
Freightquote 2012 - 2014
Farmers Insurance June 2010 - February 2012
American Family Insurance January 2010 - June 2010
Northwestern Mutual Financial Network December 2007 - June 2009
Missouri Western State University January 2006 - December 2007
Skills
Insurance
Education
Missouri Western State University 2004 — 2007
Bachelor of Science (BS), Marketing
Northwestern Mutual January 2014 - Present
Freightquote 2012 - 2014
Farmers Insurance June 2010 - February 2012
American Family Insurance January 2010 - June 2010
Northwestern Mutual Financial Network December 2007 - June 2009
Missouri Western State University January 2006 - December 2007
Skills
Insurance
Education
Missouri Western State University 2004 — 2007
Bachelor of Science (BS), Marketing
Paul Wollman's Northwestern Mutual Financial Network Experience January 2001 - January 2004
Job Equity Trader
Industry Financial Services
Experience
AgTrade April 2008 - Present
The Ayco Company, L.P. May 2006 - March 2008
PIW consulting March 2004 - April 2006
Northwestern Mutual Financial Network January 2001 - January 2004
Worldco, LLP January 1999 - January 2001
Breitner & Hoffman, P.C. May 1997 - November 1998
Skills
Investments, Wealth Management, Wealth Management..., Estate Planning, Hedge Funds, Retirement Planning, Securities, Real Estate
Education
New York Law School
J.D
STATE UNIVERSITY OF ALBANY
BS, Marketing/Management
AgTrade April 2008 - Present
The Ayco Company, L.P. May 2006 - March 2008
PIW consulting March 2004 - April 2006
Northwestern Mutual Financial Network January 2001 - January 2004
Worldco, LLP January 1999 - January 2001
Breitner & Hoffman, P.C. May 1997 - November 1998
Skills
Investments, Wealth Management, Wealth Management..., Estate Planning, Hedge Funds, Retirement Planning, Securities, Real Estate
Education
New York Law School
J.D
STATE UNIVERSITY OF ALBANY
BS, Marketing/Management
Carol Topi's Northwestern Mutual Financial Network Experience 2006 - 2008
Job Personal Account Manager at AXA US
Industry Financial Services
Experience
AXA US June 2013 - Present
SOVENA USA April 2009 - June 2013
Northwestern Mutual Financial Network 2006 - 2008
Utica National Insurance Group 2003 - 2006
Skills
Customer Service, Account Management, SAP, Sales, Data Entry, Microsoft Excel, Management, Team Building, Microsoft Office, Time Management, Process Improvement, Insurance, Leadership, Call Centers, Investments, Life Insurance, Sales Management
Education
Mohawk Valley Community College 1990 — 2006
Insurance Certificate, Insurance
Camden Central High School 1974 — 1979
Regent's Diploma
AXA US June 2013 - Present
SOVENA USA April 2009 - June 2013
Northwestern Mutual Financial Network 2006 - 2008
Utica National Insurance Group 2003 - 2006
Skills
Customer Service, Account Management, SAP, Sales, Data Entry, Microsoft Excel, Management, Team Building, Microsoft Office, Time Management, Process Improvement, Insurance, Leadership, Call Centers, Investments, Life Insurance, Sales Management
Education
Mohawk Valley Community College 1990 — 2006
Insurance Certificate, Insurance
Camden Central High School 1974 — 1979
Regent's Diploma
Anna Stangler's Northwestern Mutual Financial Network Experience December 2009 - Present
Job Marketing Major, Business Administration and Management Minor graduating December 2009
Industry Marketing and Advertising
Experience
Northwestern Mutual Financial Network December 2009 - Present
Education
Minnesota State University, Mankato 2004 — 2009
Bachelor of Science, Marketing Major, Management and Business Administration minor
Northwestern Mutual Financial Network December 2009 - Present
Education
Minnesota State University, Mankato 2004 — 2009
Bachelor of Science, Marketing Major, Management and Business Administration minor
Sera Zart's Northwestern Mutual Financial Network Experience April 2009 - Present
Job Director of Relations at Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network April 2009 - Present
Northwestern Mutual March 1987 - March 2009
Education
Moraine Valley Community College
Business Administration, Communications
Northwestern Mutual Financial Network April 2009 - Present
Northwestern Mutual March 1987 - March 2009
Education
Moraine Valley Community College
Business Administration, Communications
GH Sandy Russel, CFP®'s Northwestern Mutual Financial Network Experience March 2003 - Present
Job Wealth Management Advisor, Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual Financial Network March 2003 - Present
Education
Rollins College 1995 — 1996
Financial Planner Program
Michigan State University
B.S., Emphasis on Economics
Northwestern Mutual Financial Network March 2003 - Present
Education
Rollins College 1995 — 1996
Financial Planner Program
Michigan State University
B.S., Emphasis on Economics
Barbara Carrollo-Loeffler's Northwestern Mutual Financial Network Experience February 2009 - February 2011
Job SVP, Director Residential & Consumer Lending
Industry Banking
Experience
The Provident Bank October 2012 - Present
Preferred Financial Partner July 2012 - October 2012
Preferred Financial Partner May 2011 - June 2012
Northwestern Mutual Financial Network February 2009 - February 2011
Atlantic Bank of New York March 2004 - May 2006
Astoria Federal Savings 2003 - 2004
EAB Mortgage Corp 1995 - 2000
NatWest 1992 - 1995
Chemical Bank / MHT Co 1990 - 1992
Manny Hanny 1990 - 1992
Skills
Disability Insurance, Long-term Care, Employee Benefits, Long Term Care Insurance, Healthcare, Insurance, Loans, Financial Analysis, Banking, Mortgage Lending, Finance, Consumer Lending
Education
Thomas Edison State College
Bachelors, Business, Humanities
Molloy College
Business, Theology
The Provident Bank October 2012 - Present
Preferred Financial Partner July 2012 - October 2012
Preferred Financial Partner May 2011 - June 2012
Northwestern Mutual Financial Network February 2009 - February 2011
Atlantic Bank of New York March 2004 - May 2006
Astoria Federal Savings 2003 - 2004
EAB Mortgage Corp 1995 - 2000
NatWest 1992 - 1995
Chemical Bank / MHT Co 1990 - 1992
Manny Hanny 1990 - 1992
Skills
Disability Insurance, Long-term Care, Employee Benefits, Long Term Care Insurance, Healthcare, Insurance, Loans, Financial Analysis, Banking, Mortgage Lending, Finance, Consumer Lending
Education
Thomas Edison State College
Bachelors, Business, Humanities
Molloy College
Business, Theology
Matthew Cronan's Northwestern Mutual Financial Network Experience January 2009 - May 2009
Job Sales Operations Manager at Forever Collectibles
Industry Marketing and Advertising
Experience
Forever Collectibles January 2013 - Present
Forever Collectibles May 2012 - January 2013
Forever Collectibles October 2009 - May 2012
Northwestern Mutual Financial Network January 2009 - May 2009
Skills
Microsoft Office, Sales, Customer Service, Account Management, Recruiting, Marketing, Microsoft Word, PowerPoint, Facebook, Social Networking, Social Media, Advertising, Event Planning, Salesforce.com, Social Media Marketing
Education
Montclair State University 2005 — 2009
B.S., Marketing
Forever Collectibles January 2013 - Present
Forever Collectibles May 2012 - January 2013
Forever Collectibles October 2009 - May 2012
Northwestern Mutual Financial Network January 2009 - May 2009
Skills
Microsoft Office, Sales, Customer Service, Account Management, Recruiting, Marketing, Microsoft Word, PowerPoint, Facebook, Social Networking, Social Media, Advertising, Event Planning, Salesforce.com, Social Media Marketing
Education
Montclair State University 2005 — 2009
B.S., Marketing
Loren Plassey's Northwestern Mutual Financial Network Experience December 2009 - February 2010
Job Seeking analytics position
Industry Financial Services
Experience
Northwestern Mutual Financial Network December 2009 - February 2010
Dick's Sporting Goods September 2009 - November 2009
Rick's Carpentry Service June 2000 - September 2009
Education
Michigan State University 2004 — 2009
Bachelors of Arts, Economics
Northwestern Mutual Financial Network December 2009 - February 2010
Dick's Sporting Goods September 2009 - November 2009
Rick's Carpentry Service June 2000 - September 2009
Education
Michigan State University 2004 — 2009
Bachelors of Arts, Economics
Tina Holgate's Northwestern Mutual Financial Network Experience May 2010 - February 2012
Job Owner at Holgate Alliance Group
Industry Financial Services
Experience
Swick Chiropractic Office, LLC November 2012 - Present
Holgate Alliance Group March 2012 - Present
Northwestern Mutual Financial Network May 2010 - February 2012
Holgate Homeschool August 1997 - September 2009
Syracuse University July 1993 - October 1997
Skills
Insurance, Retirement Planning, Training, Customer Service, Microsoft Office, Life Insurance, Small Business, Disability Insurance, Long-term Care, Microsoft Excel, Fixed Annuities
Education
Syracuse University 1994 — 1997
Mohawk Valley Community College 1980 — 1982
AAS, Medical Secretarial
Swick Chiropractic Office, LLC November 2012 - Present
Holgate Alliance Group March 2012 - Present
Northwestern Mutual Financial Network May 2010 - February 2012
Holgate Homeschool August 1997 - September 2009
Syracuse University July 1993 - October 1997
Skills
Insurance, Retirement Planning, Training, Customer Service, Microsoft Office, Life Insurance, Small Business, Disability Insurance, Long-term Care, Microsoft Excel, Fixed Annuities
Education
Syracuse University 1994 — 1997
Mohawk Valley Community College 1980 — 1982
AAS, Medical Secretarial
Robert (Kirk) Coykendall's Northwestern Mutual Financial Network Experience March 1979 - Present
Job
Industry Financial Services
Experience
Northwestern Mutual Financial Network March 1979 - Present
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Life Insurance, Strategic Planning, Series 63, Series 7, Series 6, Retirement, Mutual Funds, IRAs, Strategic Financial..., Loans, Underwriting, Insurance, Asset Management, 401k, Financial Planners, Long-term Care, Estate Planning, Investment Advisory, Term Life Insurance, Long Term Care Insurance, Wealth Management, Wealth Accumulation, Wealth, Securities, Commercial Insurance, Financial Advisory, Roth IRA, Variable Annuities, Asset Allocation, 401k Rollovers, 529 Plans, College Savings Plans, Uniform Combined State..., Key Person Insurance, Personal Finance, Investment Strategies, Series 65
Education
The American College 1980 — 1987
Chartered Life Underwriter,CLU, Chartered Financial Consulted, ChFC
Nichols College
BBA, Marketing
Northwestern Mutual Financial Network March 1979 - Present
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Life Insurance, Strategic Planning, Series 63, Series 7, Series 6, Retirement, Mutual Funds, IRAs, Strategic Financial..., Loans, Underwriting, Insurance, Asset Management, 401k, Financial Planners, Long-term Care, Estate Planning, Investment Advisory, Term Life Insurance, Long Term Care Insurance, Wealth Management, Wealth Accumulation, Wealth, Securities, Commercial Insurance, Financial Advisory, Roth IRA, Variable Annuities, Asset Allocation, 401k Rollovers, 529 Plans, College Savings Plans, Uniform Combined State..., Key Person Insurance, Personal Finance, Investment Strategies, Series 65
Education
The American College 1980 — 1987
Chartered Life Underwriter,CLU, Chartered Financial Consulted, ChFC
Nichols College
BBA, Marketing
Brett Hoffman | Sales Professional's Northwestern Mutual Financial Network Experience June 2010 - August 2010
Job Business Development Manager at ThyssenKrupp Elevator Americas
Industry Machinery
Experience
ThyssenKrupp Elevator Americas November 2014 - Present
ThyssenKrupp Elevator Americas June 2013 - October 2014
Majestic Steel USA August 2012 - June 2013
Northwestern Mutual Financial Network June 2010 - August 2010
Skills
Sales, Relationship Management, Financial Modeling, Financial Analysis, Investments, Valuation, Portfolio Management, Equities, Corporate Finance, Negotiation, Sales Operations, Finance, Credit, Forecasting, Business Development, Management, Customer Service
Education
Miami University 2009 — 2012
Bachelor of Science (BS), Finance and Economics
Syracuse University 2008 — 2009
Bachelor of Science (B.S.), Finance and Financial Management Services
ThyssenKrupp Elevator Americas November 2014 - Present
ThyssenKrupp Elevator Americas June 2013 - October 2014
Majestic Steel USA August 2012 - June 2013
Northwestern Mutual Financial Network June 2010 - August 2010
Skills
Sales, Relationship Management, Financial Modeling, Financial Analysis, Investments, Valuation, Portfolio Management, Equities, Corporate Finance, Negotiation, Sales Operations, Finance, Credit, Forecasting, Business Development, Management, Customer Service
Education
Miami University 2009 — 2012
Bachelor of Science (BS), Finance and Economics
Syracuse University 2008 — 2009
Bachelor of Science (B.S.), Finance and Financial Management Services
Joe Dente's Northwestern Mutual Financial Network Experience June 2010 - January 2012
Job Allocation Specialist at Rothstein Kass
Industry Financial Services
Experience
Rothstein Kass January 2012 - Present
Northwestern Mutual Financial Network June 2010 - January 2012
Education
Monmouth University 2006 — 2010
Bachelors, Finance
Rothstein Kass January 2012 - Present
Northwestern Mutual Financial Network June 2010 - January 2012
Education
Monmouth University 2006 — 2010
Bachelors, Finance
Jennifer Stengel's Northwestern Mutual Financial Network Experience November 2010 - Present
Job Sales Assistant at Northwestern Mutual
Industry Education Management
Experience
Northwestern Mutual Financial Network November 2010 - Present
NRUMP August 2008 - September 2010
Education
North Carolina Wesleyan College
Bachelor of Science, Business Administration
Northwestern Mutual Financial Network November 2010 - Present
NRUMP August 2008 - September 2010
Education
North Carolina Wesleyan College
Bachelor of Science, Business Administration
Sam Pilney's Northwestern Mutual Financial Network Experience May 2011 - March 2012
Job 3L Student at William Mitchell
Industry Law Practice
Experience
Reding & Pilney, PLLP September 2013 - Present
Wells Fargo March 2012 - September 2013
Northwestern Mutual Financial Network May 2011 - March 2012
St. John's Hockey October 2010 - March 2011
Sparkling Clean Window Cleaners May 2009 - August 2010
Education
William Mitchell College of Law 2013 — 2016
Juris Doctor (J.D.)
St. John's University 2007 — 2011
Bachelor of Arts, Communication
Reding & Pilney, PLLP September 2013 - Present
Wells Fargo March 2012 - September 2013
Northwestern Mutual Financial Network May 2011 - March 2012
St. John's Hockey October 2010 - March 2011
Sparkling Clean Window Cleaners May 2009 - August 2010
Education
William Mitchell College of Law 2013 — 2016
Juris Doctor (J.D.)
St. John's University 2007 — 2011
Bachelor of Arts, Communication
Gwen Wardell's Northwestern Mutual Financial Network Experience 2004 - 2008
Job Business Owner
Industry Retail
Experience
Zoot Enterprises November 2008 - May 2013
Northwestern Mutual Financial Network 2004 - 2008
Private School Teacher 2001 - 2004
Private School Teacher 1999 - 2000
Private School 1996 - 1999
Skills
Accounting, QuickBooks, Microsoft Excel, Microsoft Office, Customer Service, Analysis, Time Management, Microsoft Word, Training, Strategic Planning, Management, Process Improvement, Account Management, Marketing, Windows, Sales, Budgets, Project Planning, Retail, Team Building, Event Planning, Public Speaking, Recruiting, New Business Development, Sales Management, Inventory Management
Education
Montana State University-Bozeman 1991 — 1996
Elementary Education
Zoot Enterprises November 2008 - May 2013
Northwestern Mutual Financial Network 2004 - 2008
Private School Teacher 2001 - 2004
Private School Teacher 1999 - 2000
Private School 1996 - 1999
Skills
Accounting, QuickBooks, Microsoft Excel, Microsoft Office, Customer Service, Analysis, Time Management, Microsoft Word, Training, Strategic Planning, Management, Process Improvement, Account Management, Marketing, Windows, Sales, Budgets, Project Planning, Retail, Team Building, Event Planning, Public Speaking, Recruiting, New Business Development, Sales Management, Inventory Management
Education
Montana State University-Bozeman 1991 — 1996
Elementary Education
Brittany O'Grady's Northwestern Mutual Financial Network Experience 2008 - 2008
Job Student at State University of New York College at Oswego
Industry Marketing and Advertising
Experience
SUNY Oswego Assistant ManagerByrne DairyFebruary 2006 - July 2008
Northwestern Mutual Financial Network 2008 - 2008
Awesome Fun n' Skate January 2004 - February 2007
Skills
Product Marketing, Online Marketing, Event Management
Education
State University of New York College at Oswego 2010 — 2012
Mohawk Valley Community College 2007 — 2009
Associate in Applied Science, Business Management
SUNY Oswego Assistant ManagerByrne DairyFebruary 2006 - July 2008
Northwestern Mutual Financial Network 2008 - 2008
Awesome Fun n' Skate January 2004 - February 2007
Skills
Product Marketing, Online Marketing, Event Management
Education
State University of New York College at Oswego 2010 — 2012
Mohawk Valley Community College 2007 — 2009
Associate in Applied Science, Business Management
Grant Brumley's Northwestern Mutual Financial Network Experience May 2002 - August 2003
Job Insurance Agent/Sales/Retirement Planning at The Resource Center
Industry Financial Services
Experience
The Resource Center, Inc. March 2005 - Present
Marketing Financial Services October 2003 - March 2005
Northwestern Mutual Financial Network May 2002 - August 2003
Skills
Strategic Financial..., Fixed Annuities, Life Insurance, Retirement Planning, Term Life Insurance, Accounting, Disability Insurance, Risk Management, Long-term Care, Estate Planning
Education
Missouri State University 1997 — 2002
Bachelor of Science (BS), Accounting
The Resource Center, Inc. March 2005 - Present
Marketing Financial Services October 2003 - March 2005
Northwestern Mutual Financial Network May 2002 - August 2003
Skills
Strategic Financial..., Fixed Annuities, Life Insurance, Retirement Planning, Term Life Insurance, Accounting, Disability Insurance, Risk Management, Long-term Care, Estate Planning
Education
Missouri State University 1997 — 2002
Bachelor of Science (BS), Accounting
Kevin Vanoverbeke's Northwestern Mutual Financial Network Experience May 2010 - April 2011
Job Personal Banker at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Wells Fargo January 2013 - Present
One Main Financial September 2011 - July 2012
Northwestern Mutual Financial Network May 2010 - April 2011
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Retail Banking, Mortgage Banking, Lines Of Credit, Portfolio Management, Refinance, Cross Selling, Wealth Management, Investments, Financial Analysis, Credit Risk
Education
Minnesota State University, Mankato 2006 — 2010
Bachelor's degree, Finance, General
Wells Fargo January 2013 - Present
Wells Fargo January 2013 - Present
One Main Financial September 2011 - July 2012
Northwestern Mutual Financial Network May 2010 - April 2011
Skills
Loans, Credit, Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Credit Analysis, Commercial Banking, Commercial Lending, Loan Origination, Retail Banking, Mortgage Banking, Lines Of Credit, Portfolio Management, Refinance, Cross Selling, Wealth Management, Investments, Financial Analysis, Credit Risk
Education
Minnesota State University, Mankato 2006 — 2010
Bachelor's degree, Finance, General
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO