Northwestern Mutual Financial Services
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Northwestern Mutual Financial Services Employees
DIRECTV now a part of the At&t family September 2010 - Present
HKJ Inc April 2009 - September 2010
Missoula Aging Services January 2007 - April 2009
Missoula Aging Services January 2007 - April 2009
Home Instead Senior Care June 2006 - January 2007
Northwestern Mutual Financial Services March 2004 - June 2006
C'Mon Inn August 2000 - March 2004
Skills
Recruiting, Human Resources, Talent Acquisition, Employee Relations, Employee Benefits, Leadership, Taleo, Interviews, Time Management, Community Outreach, Call Centers, Social Media, College Recruiting, Program Management, Applicant Tracking..., Strategy, Hiring, Organizational..., Event Planning, Public Speaking, Sourcing, PowerPoint, Microsoft Excel, Talent Management, Deferred Compensation, Performance Management, Training, Employee Training, Onboarding, Coaching, Editing, Process Improvement, Budgets, Leadership Development, Employee Engagement, New Hire Orientations, Project Coordination, Budget Management, Negotiation, Benefits Administration, Six Sigma, Community Relations, Employment Law, Excel, Quickbooks, Passive Candidate..., Problem Solving, Cross Functional..., Project Management, Project Planning
Education
Keller Graduate School of Management of DeVry University 2011 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
Leadore High
The University of Montana
Bachelor of Applied Science (B.A.Sc.), Philosophy
The University of Montana
Associates, Business Administration; Human Resource Management
Mutual of Omaha Investor Services June 2006 - Present
Northwestern Mutual Financial Services September 2001 - June 2006
Education
California State University Fresno 2000 — 2003
Bachelor of Science (B.S.), Business Adminstration, Finance
Fresno City College 1998 — 2000
General Education
Upstate Special Needs Planning 2014 - Present
New York State Developmental Disabilities Planning Council September 2012 - Present
Financial Architects June 2008 - October 2014
Northwestern Mutual Financial Services May 2007 - June 2008
Education
State University of New York College at Geneseo 2003 — 2007
BA, Biology & Political Science
University of Canterbury 2005 — 2006
BA, Biology, Political Science
Northwestern Mutual Financial Services December 2014 - Present
Boca Grove Plantation Country Club February 2013 - Present
Kelly Plantation Golf Club May 2012 - August 2012
Pelican Beach Resorts May 2012 - August 2012
Skills
PowerPoint, Microsoft Word, Teamwork, Childcare, Time Management, Critical Thinking, Facebook, Economics, Research, Friendly Personality, Life Insurance, Health Insurance, Long Term Care Insurance, Retirement Planning
Education
Florida Atlantic University 2011 — 2015
BBA, Finance
Fort Walton Beach high school 2007 — 2011
afmPRAXIS June 2012 - Present
UW Extension - Milwaukee County Extension May 2013 - Present
Nehemiah Project Inc July 2012 - Present
MATC May 2012 - Present
Alverno College August 2011 - Present
The International Learning Center September 2013 - December 2014
Patina Solutions March 2014 - November 2014
Sweet Water Foundation September 2012 - December 2012
Growing Power Inc. June 2012 - September 2012
Northwestern Mutual Financial Services June 1999 - June 2012
Skills
Strategist, Strategic Planning, Systems Thinking, Futures Thinking, Business Analysis, Business Development, Organizational..., Leadership Development, Governance, Process Improvement, Operations Management, IT Service Management, Change Management, ITIL, Vendor Management, Action Learning, Leading Organizational..., Futures Studies, Visual Thinking, Personal Development, Non-profits, Integration, Project Management, Leadership, Enterprise Architecture, Nonprofits, Program Management, Information Technology, Risk Management, Customer Service, IT Strategy, Budgets, Strategy, Team Leadership, Management Consulting, Project Planning, Workshop Facilitation, Competitive Analysis, Management, Start-ups, Networking, Training, Consulting, Team Building, Cross-functional Team..., Business Process..., Coaching, Entrepreneurship, Event Management, CRM
Education
Zeidler Center for Public Discussion
Facilitator training
University of Houston 2011 — 2011
Strategic Foresight
World Future Society - Joe Coates 2010 — 2010
Thinking Like a Futurist
Society for Information Management 2002 — 2002
Graduate of the Regional Leadership Forum, Organizational Leadership
Chicago Title Insurance Company 1983 — 1999
Graduate of the Excellence in Action leadership program, Business, Management, Marketing, and Related Support Services
Cardinal Stritch University 1983 — 1985
MS, Management
University of Wisconsin-Milwaukee 1968 — 1973
BA, Economics
The Hartford March 2015 - Present
The Hartford November 2013 - March 2015
The Hartford September 2012 - November 2013
Academy Sports + Outdoors June 2012 - August 2012
Northwestern Mutual Financial Services January 2012 - May 2012
Blanket Creek Tree Farm January 2012 - March 2012
Trinity University August 2008 - December 2011
Community Action June 2009 - July 2009
Skills
Microsoft Office, Excel, PowerPoint, Outlook, Microsoft Word, Microsoft Excel, Customer Service, Teamwork, Event Planning, Social Media, Research, Facebook, Sales, Data Analysis, Marketing, Risk Management, Time Management
Education
Trinity University 2008 — 2012
B.S, Business Administration (Finance, Marketing)
LTC Financial Partners 2010 - Present
UBS March 2007 - June 2008
Robert W. Baird & Co. June 1989 - January 1997
Northwestern Mutual Financial Services January 1989 - January 1997
Lord & Taylor January 1983 - June 1987
Skills
Small Business, Non-profits, Long Term Care, Insurance, Retirement Planning, Employee Benefits, Long-term Care
Education
University of Bridgeport
B.S., School of Business
Hibbs-Hallmark & Company August 1994 - Present
Jostens, Inc. June 1987 - August 1994
Northwestern Mutual Financial Services February 1985 - August 1987
Education
The University of Texas at Austin 1980 — 1983
Bachelor of Business Adminstration, Management
LPL Financial, LLC, broker-dealer September 2014 - Present
Global Retirement Partners, LLC, registered investment advisor September 2014 - Present
Rohn S.Trieglaff, CLU, CHRS®, AIF® Providing Group Benefits Consulting for Fiduciaries April 1990 - Present
EconEd Foundation, California Council on Economic Education, San Diego Center for Economic Education April 1990 - Present
Financial Telesis, Inc. April 2005 - September 2014
Northwestern Mutual Financial Services April 1990 - April 2005
ComputerLand September 1983 - April 1990
Pacific Stereo March 1977 - September 1983
Licorice Pizza September 1970 - March 1977
Skills
Pensions, Financial Services, Financial Advisory, Management, Teaching, Mutual Funds, Retirement Planning, Retirement, Investments, 401k, Employee Benefits, Portfolio Management, Disability Insurance
Education
Healthcare Reform Center & Policy Insitute 2013 — 2013
Certified Healthcare Reform Specialist (CHRS), Health Insurance
Center for Fiduciary Studies 2005 — 2005
Accredited Investment Fiduciary (AIF), Fiduciary Studies
The American College 1994 — 2003
Chartered Life Underwriter (CLU), Financial Services
San Diego State University-California State University 1970 — 1975
No Degree Attained, Changed Major 3 times from Political Science to English to Film and Television
Helix High School 1967 — 1970
Helzberg Diamonds October 2002 - Present
Northwestern Mutual Financial Services March 2001 - October 2002
The Buckle October 1994 - February 2001
Skills
Profit, Sales, Recruiting, Sales Management, Store Management, Visual Merchandising, Merchandising, Loss Prevention, Luxury Goods, Jewelry, Inventory Control, Retail, Motivation, Budget Creation &..., Training Facilitation, Leadership, Accountability, Performance Management, Building Relationships, Team Building, Interviewing Skills, Associate Development, Customer Retention, Diamonds, Employee Training, Multi-unit, P&L, Store Operations, Coaching, Customer Experience, District Management, Driving Results, Income Statement, Management, P&L Management, CPFR, Assortment, Multi-Unit Management, Hiring, Multi-Unit
Education
Kirkwood Community College 1995 — 1998
Busniess
J.P.Weigand & Sons, Inc. February 2008 - Present
Coldwell Banker Commercial Thompson Realty Group September 2003 - February 2008
Northwestern Mutual Financial Services August 2002 - September 2003
Skills
Commercial Property..., Commercial Property..., Investment Properties, Tenant Representation, Site Selections, Lease Negotiations, Commercial Real Estate, Location Intelligence, Relocation, Real Estate, Brokerage, Property, Real Estate Transactions
Education
Union College (NE) 1998 — 2002
Bachelors of Science, Business Administration, Business Administration and Management, General
Raymond James Financial Services, Inc. Member FINRA/SIPC May 2007 - Present
Northwestern Mutual Financial Services June 1986 - May 2007
Skills
Retirement Planning, Retirement, Strategic Financial..., Series 7, Wealth Management, Customer Service, Securities, Finance, Mutual Funds, Financial Advisory, Asset Allocation, Risk Management, Life Insurance, Wealth, Investments, Fixed Annuities, Pensions, Insurance, 401k, Investment Advisory, Estate Planning
Education
Kent State University 1983 — 1987
Bachelors of Business Administration, Marketing and Finance
Bryn Mawr College 1991 — 1992
Chartered Financial Consultant (ChFC) and Chartered Lif Underwriter, CLU, Financial Planning and Insurance Planning
Northwestern Mutual Financial Services January 2009 - Present
Principal Financial Group May 2008 - December 2008
Maytag Corporation April 1994 - April 2006
Education
Des Moines Area Community College 2006 — 2008
Associates, Business Administration
Hyles Anderson College 1978 — 1980
BS, Christian Education
Maranatha Baptist Bible College 1974 — 1977
Pastoral Theology
JPMorgan Chase May 2011 - May 2015
Guardian Mutual Life Insurance Co October 2010 - August 2011
ZL Financial Services January 2008 - January 2011
NAIFA-Mt. Diablo 2006 - 2010
NCL-Acalanes 2002 - 2010
Northwestern Mutual Financial Services September 2006 - January 2008
First Interstate Bank of California March 1986 - June 1994
Merrill Lynch February 1984 - February 1986
Education
Mills College, Graduate School of Business 2003 — 2005
MBA, Business Administration and Management, General
Mills College 1977 — 1980
BA, Economics and Legal Processes
Miramonte High School 1969 — 1973
High School Diploma, 3.4 GPA
Miramonte High School
MBC Financial Services, Inc. July 2010 - Present
Northwestern Mutual Financial Services March 2007 - July 2010
Hewlett-Packard January 2003 - March 2007
Indigo America August 1999 - January 2003
Scitex America January 1994 - January 1997
Midwest Business Systems 1986 - 1990
Education
Central Michigan University 1983 — 1986
BS in BA, Marketing
Central Michigan University 1983 — 1986
BS in BA, Marketing
Northern Michigan University 1982 — 1983
MicroTek, Inc. 1987 - Present
Baystate Health January 2009 - Present
Health New England March 2013 - Present
Northwestern Mutual Financial Services August 2014 - Present
Wentworth Institute of Technology 2000 - 2007
Management Consultant 1985 - 1994
New England Business Associates 1985 - 1987
Skills
Philanthropy, Program Development, Fundraising, Public Speaking, Volunteer Management, Organizational..., Leadership Development, Healthcare, Non-profit..., Management Consulting, Corporate Finance, Strategic Financial..., Board Development, Board Governance, Board of Director..., Strategic Planning, Board of Directors, Team Building, Community Development, Management, Staff Development, Policy, Coaching, Workshop Facilitation, Start-ups, Personal Development, Community Outreach, Marketing, Executive Management, Strategy, Small Business, Social Entrepreneurship, Proposal Writing, Training, Leadership, Entrepreneurship, Program Management, Public Relations, Executive Development, Executive Coaching, Conflict Resolution, Change Management, Social Networking, Consulting, Strategic Communications, Business Planning, Culture Change, Finance, Strategic Partnerships
Education
University of Massachusetts at Amherst - Isenberg School of Management 1985 — 1987
Master of Business Administration (MBA), Business Administration and Management, General
Westfield State College 1973 — 1977
Bachelor's degree, Psychology
Jaytee Productions August 1987 - Present
Northwestern Mutual Financial Services August 2011 - February 2012
Tanguma Photography January 2006 - March 2010
Skills
Music, Public Speaking, Anniversaries, Entertainment, Time Management, Customer Service, Parties, Social Networking, Entrepreneurship, Social Media Marketing, Marketing, Social Media, Event Planning, Small Business, Fundraising, Public Relations, Online Marketing, Advertising, Event Management, Nonprofits, Facebook, Online Advertising, Mobile Devices, Leadership, Singing, Training
Education
University of Northern Colorado 1983 — 1987
5 years of school!, Music Education
Metropolitan State College of Denver 1983 — 1986
Northwestern Mutual Financial Services March 2011 - November 2011
Ryland Homes Las Vegas, NV January 2004 - September 2006
Skills
Interior Design, Customer Service, Microsoft Office, Fine Art, Social Networking, Marketing, Event Planning, Great Organizer
Education
Washington State University 2012 — 2015
Human Development
College of Southern Nevada 2006 — 2008
Child Devlopment, Psycology, General
Utah State University 1984 — 1985
Interior Design
Energy Future Holdings December 2014 - Present
Luminant November 2004 - Present
NORTHWESTERN MUTUAL FINANCIAL SERVICES 2003 - 2004
T3 @ Dell, Inc February 2003 - July 2003
CYBERTRADER, INC. February 2000 - October 2002
Ross Technology 1994 - 1997
Skills
Microsoft Word, Performance Management, Microsoft Excel, Energy, Organizational..., Management, Leadership, Software Documentation, Business Strategy, Project Management, Change Management, Marketing Strategy, Strategic Planning, SharePoint, Risk Management, Process Improvement, Employee Relations, Office Management, PowerPoint, Visio, Customer Service
Education
Southwest Texas State University 1996 — 1999
BBA, Management
Texas State University 1996 — 1999
Bachelor of Business Administration (BBA), Management
US Army (Illinois Army National Guard) October 2005 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas August 2015 - Present
Northwestern Mutual Financial Services February 2014 - August 2015
Northwestern Mutual Financial Services April 2013 - January 2014
CTPartners Executive Search Inc. July 2012 - August 2013
CTPartners Executive Search Inc. May 2012 - August 2012
Skills
Recruiting, Interviews, Strategy, Executive Search, Talent Acquisition, Sourcing, Leadership Development, Human Resources, Strategic Planning, Applicant Tracking..., Public Speaking, Team Leadership, Internet Recruiting, Business Development, Consulting, Organizational..., Global Talent..., Onboarding, Talent Management, Networking, Coaching, Strategic Human..., Resume Writing, Project Planning, Qualitative Research, Negotiation, Research Design, Recruitment/Retention, Military Operations, New Hire Orientations, Business Strategy, Project Management, Succession Planning, Talent Assessment, Full-cycle Recruiting, Data Analysis, Competitive Analysis, Temporary Staffing, Career Development, Competitive Intelligence, Business Analysis, HR Consulting, Online Research, Business Networking, Business Intelligence, HR Policies, LinkedIn
Education
University of Wisconsin-Whitewater 2006 — 2010
Bachelor of Arts (B.A.), Business & Military Science, 3.6 GPA
US Army School of Military Human Resources-Fort Jackson 2010 — 2011
Military Occupation Qualification, Personnel Managment & Basic Officer Leadership, 94% Rating
Pantheon Wealth Planning May 2015 - Present
SGC Financial & Insurance Services November 2014 - May 2015
InCompass Group/FSC January 2014 - October 2014
MetLife March 2010 - December 2013
Elizabeth Dye Battaglia, LLC January 2009 - November 2012
Professional Benefits, Inc January 1999 - May 2009
Northwestern Mutual Financial Services January 1997 - January 1999
Johns Eastern Company August 1992 - December 1996
Skills
Insurance, Health Insurance, Property & Casualty..., Small Business, Long-term Care, Strategic Financial..., Life Insurance, Professional Liability, Long Term Care Insurance, Fixed Annuities, Retirement Planning, Retirement, Estate Planning, 401k, Term Life Insurance, Disability Insurance, IRAs, Employee Benefits, Wealth Management, Whole Life, Strategic Analysis, Client Communication, Financial Services, Healthcare, Risk Management, Commercial Insurance, Securities, Financial Planners, Creative Problem Solving, Casualty
Education
University of South Florida
Master of Business Administration (MBA), Management
The American College 2011 — 2013
Life Underwriting Training Counsel Fellow, Estate planning, Retirement Planning, Business Planning, Disability Insurance, Investment Planning, 4.0
University of South Florida
Bachelor of Arts (BA), Business Administration and Management
Northwestern Mutual Financial Services February 2015 - Present
Members 1st Credit Union June 2013 - February 2015
VSECU November 2011 - May 2013
People's United Bank August 2009 - September 2011
Skills
Customer Service, Customer Retention, Financial Reporting, Mortgage Lending, Consumer Lending, Insurance, Risk Management, Finance, Customer Satisfaction, Leadership, Team Building, Credit, Loans, Banking, Financial Services, Public Speaking, Sales, Microsoft Office
Education
Keene State College 2001 — 2011
Bachelor of Science, Management
Williams College
Certificate, Banking and Financial Support Services
Guaranteed Returns March 2013 - Present
Guaranteed Returns May 2006 - March 2013
Sprint July 2005 - June 2006
Apple February 2005 - July 2005
Visionael June 2004 - January 2005
@Road August 2003 - June 2004
@Road March 2003 - August 2003
@Road September 2002 - May 2003
Northwestern Mutual Financial Services October 2000 - June 2002
Skills
Business Development, Strategic Planning, Marketing Strategy, Trade Shows, Team Building, Salesforce.com, B2B, Negotiation, Marketing, Outside Sales, Management, Inventory Management, Hospitals, Healthcare, Leadership, Customer Service, Budgets, Sales Growth
Education
State University of New York College at Brockport 1999 — 2001
Bachelor of Business Administration (BBA), Concentration in Finance with a Minor in Economics, Graduated Cum Laude
Wells Fargo Home Mortgage January 2014 - Present
National Association of Professional Women January 2014 - Present
Essentially Beautiful December 2013 - Present
Wells Fargo Home Mortgage March 2013 - November 2013
Wells Fargo December 2009 - February 2013
Northwestern Mutual Financial Services April 2008 - December 2008
Pitney Bowes June 2007 - April 2008
Skills
Management, Customer Service, Loans, Sales, Blogging, Microsoft Excel, Creative Writing, Mortgage Lending, FHA, First Time Home Buyers, Finance, Real Estate, Microsoft Office, Teamwork, Public Speaking, Microsoft Word, PowerPoint, Financial Services, Training, Banking, Refinance, Mortgage Banking, Residential Mortgages, VA loans, Team Building, Writing, Communication, Written & Verbal..., Coaching, FHA financing, USDA
Education
San Diego State University 1997 — 2002
Bachelors Degree, English Literature
San Diego State University-California State University 1997 — 2002
BA, English Literature
Edwards and Company February 2013 - Present
Ronald S. Kantin October 2012 - Present
MetLife Insurance Co September 2007 - October 2012
Liberty National Life Ins. Co September 2004 - September 2007
Northwestern Mutual Financial Services September 2002 - August 2004
401K Exchange March 2000 - August 2002
Lytal & Reiter March 1990 - June 1998
Skills
Insurance Agents, Administrative Support, Switchboard Operator, Office Administration, Calendaring, Administrative..., Human Resources, Insurance Brokerage, Telephone Skills, Administrative Work, Medical Billing, Data Entry, Administration, Administrative..., Sales
Education
Florida State College at Jacksonville 2009 — 2009
2-15 License, FL Life, Health & Variable Annuity Licensing
South College 1988 — 1989
Admin/Exec Secretary Certificates
Forest Hill High School 1985 — 1988
Diploma
Northwestern Mutual Financial Services September 2013 - Present
Delta Faucet Company December 2006 - November 2012
Maytag, Division of Whirlpool October 2004 - December 2006
Hermetic Motor Company subsidiary of Emerson Electric October 1998 - September 2004
MTD Products March 1995 - October 1998
International Specialty Products March 1993 - February 1995
Ingersoll-Rand Centrifugal Compressor Division July 1989 - March 1993
Kohler Co. February 1984 - July 1989
State of Wisconsin Dept of Revenue June 1983 - February 1984
Skills
Managerial Finance, Accounting, Fixed Assets, Auditing, Strategic Planning, Accounts Payable, Sarbanes-Oxley Act, Cost Accounting, Forecasting, Budgets, Payroll, Financial Reporting, Internal Controls, Management, SOX Compliancy, Inventory Control, Cost Saving Projects, Six Sigma
Education
University of Wisconsin-Whitewater 1982 — 1983
Masters of Science - Accounting, Accounting, 3.85
Covenant College 1975 — 1977
Bachelor of Arts (B.A.), Psychology
Chef'd February 2015 - Present
Scripps Networks Interactive Inc. - Travel Channel & Great American Country May 2014 - February 2015
Scripps Networks Interactive Inc. - Food Network & Cooking Channel August 2012 - May 2014
J.P. Morgan Securities June 2010 - August 2012
Northwestern Mutual Financial Services May 2009 - December 2009
Skills
Marketing, Microsoft Office, Social Media, PowerPoint, Microsoft Excel, Social Networking, Sales, Social Media Marketing, Market Research, Advertising
Education
University of San Diego 2006 — 2010
Bachelors, Business Administration
Northwestern Mutual Financial Services 1982 - Present
Education
Murray State University
Bachelor’s Degree
A large investments firm July 2015 - Present
A Large Investments Firm April 2011 - Present
Northwestern Mutual Financial Services 2008 - April 2011
Massachusetts Mutual Life Insurance Company 2008 - 2008
Skills
Retirement, Finance, Inventory Management, IRAs, Mutual Funds, Retirement Planning, Insurance, Strategic Financial..., Life Insurance
Education
Bellarmine University 2012 — 2013
CFP
University of Toledo 1999 — 2003
BA, Psychology
Rodan + Fields Dermatologists 2014 - Present
Guaranteed Rate Inc July 2010 - June 2013
American Street Mortgage Company December 2009 - July 2010
Northwestern Mutual Financial Services August 2008 - December 2009
JP Morgan Chase N.A. June 2007 - August 2008
Rose Mortgage Corporation April 2005 - January 2007
New Century Mortgage September 2004 - April 2005
Garvin Mortgage Corporation March 2002 - September 2004
Skills
Refinance, Investments, Banking, Mortgage Lending, Loan Origination, Financial Services, Mortgage Banking, Sales, Small Business, Credit, Finance, Residential Mortgages, FHA, Residential Homes, Management, New Business Development
Education
Drake University 1989 — 1994
BA, Psychology & Sociology
Regina Dominican High School
Magnate Benefits & Insurance Services July 2007 - Present
Strategic Employee Benefits Services - SEBS December 2004 - July 2007
Northwestern Mutual Financial Services 2003 - 2007
Skills
Employee Benefits, Insurance, Benefits, Customer Service, Microsoft Office, Excel, Word, Employee Relations, Public Speaking, Coaching, Account Management, Group Benefits, PowerPoint, Outlook, Benefits Administration, Leadership, Training, Performance Management
Education
University of California, Riverside 1997 — 2003
Bachelor of Science (BS), Chemistry
Northwestern Mutual Financial Services Sales and MarketingHooper HolmesJune 2009 - May 2011
Super Clubs 1987 - 1997
Skills
Marketing Strategy, Strategic Planning, Account Management, New Business Development, Sales, Event Management, Customer Service, Hospitality, Sales Management, Marketing, Advertising, Social Networking, Email Marketing, Market Research, Online Marketing, Direct Marketing, Public Relations, Social Media Marketing, Budgets, Event Planning, Marketing Communications, Online Advertising, Trade Shows, Management, Social Media
Education
Georgia Southern University 1979 — 1984
Nationwide Financial June 2008 - Present
Bremer Trust, NA - Institutional Trust Services 2007 - 2008
Wells Fargo - Private Client Services 2007 - 2007
Hays Companies, Inc. April 2005 - December 2006
Alerus Retirement Solutions (formerly Pension Solutions) January 1996 - March 2005
Seabury & Smith, Inc. July 1994 - December 1995
Northwestern Mutual Financial Services January 1986 - June 1994
Skills
Retirement, Profit Sharing, 401k, Employee Benefits, Small Business, Retirement Planning, Pensions, Mutual Funds, Investments, Series 63, ERISA, Qualified Retirement..., Fiduciary Services, Series 66, Series 7, 403b, Public Speaking, 403 b
Education
Iowa State University 1981 — 1985
Bachelor of Business Administration, Finance
Ms.Melinda's Dance Studio September 2008 - May 2009
Northwestern Mutual Life February 2008 - March 2009
Northwestern Mutual Financial Services February 2008 - March 2009
Northwestern Mutual Financial Network January 2008 - March 2009
Premier Designs November 2006 - February 2008
Education
St. Cloud State University 1998 — 2003
B.A., Communication Studies
Sleepy Eye Public High School
Upper Valley Medical Center July 2013 - Present
Northwestern Mutual Financial Services November 2012 - Present
Healthcare Chaplaincy of Ohio 2000 - Present
Bethel AME Church September 2010 - February 2013
African Methodist Episcopal Church 2000 - February 2013
CADAS February 2010 - January 2012
Skills
Pastoral Counseling, Theology, Counseling, Community Outreach, Preaching, Pastoral Care, Biblical Studies, Discipleship, Psychotherapy, Non-profits, Church Growth, Youth Ministry, Spiritual Direction, Gospel, Exegesis, Religion, Apologetics, Liturgy, Bible Study, Hermeneutics, Volunteer Management, Church Administration, Mental Health, Pastoring, Grief Counseling, Pastoral, Discipleship Training, Public Speaking, Expository Preaching, Social Justice, Church Events, Program Development, Fundraising, Evangelism, Homiletics, Teaching, Leadership Development, Pastors, Missions, Religious Studies, Chaplaincy, Bible, Conflict Resolution, Ministry Development, Pastoral Theology, Motivational Speaking, Church History, Practical Theology, Campus Ministry, Nonprofits
Education
Methodist Theological School in Ohio 2006 — 2009
MDiv, Theology, Counseling
Payne Theological Seminary 2000 — 2004
Antioch University McGregor
Stearns Lending, LLC (NMLS #1854) February 2014 - Present
Wells Fargo Home Mortgage August 2012 - February 2014
TCF Bank May 2005 - August 2012
Northwestern Mutual Financial Services October 2004 - June 2005
Skills
Loan Origination, Analysis, Loans, Mortgage Lending, Credit, Refinance, Commercial Lending, Small Business Lending, Credit Analysis, Commercial Banking, Underwriting, Consumer Lending, Banking, Mortgage Banking, FHA, Financial Analysis
Education
Saint Cloud State University - G.R. Herberger College of Business 2000 — 2005
Finance
St. Cloud State University 2000 — 2005
Bachelor of Science, Finance
NORTHWESTERN MUTUAL FINANCIAL SERVICES
Skills
Insurance, General Insurance, Health Insurance, Property & Casualty..., Commercial Insurance, Liability, Claim, Casualty, Underwriting, Brokers, Legal Liability, Professional Liability, Claims Management, Commercial Lines, Reinsurance
Education
Marshall University
Bachelor of Arts (BA), H
Northwestern Mutual Financial Services Store ManagerSearsJanuary 1973 - January 2003
Education
Emporia State University
B.S., Business
Northwestern Mutual Financial Services May 1987 - Present
Skills
Retirement Planning, Strategic Financial..., Series 7, Retirement, Investments, Wealth Management, Mutual Funds, Fixed Annuities, Series 63, Life Insurance, Estate Planning, Asset Allocation, Securities, Disability Insurance, Insurance, Portfolio Management, Investment Advisory, Financial Analysis, Financial Advisory, IRAs
Education
The American College 1988 — 1990
CLU - Chartered Life Underwriter
The American College 1988 — 1990
ChFC - Chartered Financial Consultant
Southern New Hampshire University 1983 — 1987
Bachelors, Finance & Business Management
TIAA-CREF August 2000 - Present
Northwestern Mutual Financial Services 1996 - 2000
Investment Banker 1995 - 1996
Dean Witter Reynolds Discover 1994 - 1995
Skills
Series 7, Series 63, Retirement Planning, Mutual Funds, Wealth Management, Retirement, Investments, Fixed Annuities, Portfolio Management, Strategic Financial..., Uniform Combined State..., Series 66, Life and Health, Estate and Legacy..., Mentor, Succession Planning, Portfolio Assessment, Comprehensive Planning
Education
Northeastern University - Graduate School of Business Administration 2012 — 2015
Master of Science (MS) Finance
University of South Carolina - The Moore School of Business 1991 — 1995
Bachelor of Science (B.S.) Business Administration, Double Major: Marketing and Managment
Localli January 2015 - Present
three60pro 2014 - Present
Holiday Light & Decor October 2004 - Present
Northwestern Mutual Financial Services June 2010 - 2011
Central Janitorial Serivices December 2008 - June 2010
Vacations To Go October 2008 - October 2009
Skills
Sales, Customer Service, Leadership, New Business Development, Sales Management, Tourism, Customer Satisfaction, Marketing, Management
Education
LeTourneau University 1998 — 2000
BBA, General Business
University of Houston 1993 — 1997
Business
Merrill Lynch September 2013 - Present
Citibank January 2011 - September 2013
Bank of America August 2010 - December 2010
Northwestern Mutual Financial Services May 2010 - August 2010
Vibe 12-15 Urban Dance February 2007 - March 2010
Precision Wealth Financial and Insurance Services August 2009 - February 2010
Lincoln Financial Advisors May 2009 - December 2009
Skills
Management, Banking, Credit, Finance, Portfolio Management, Retail Banking, Investments, Wealth Management, Sales, Leadership, Loans
Education
University of California, Irvine 2006 — 2010
Bachelor of Arts, Business Ecomonics
Sager Real Estate September 1986 - Present
Northwestern Mutual Financial Services 1996 - 2001
Homestead Savings & Loan Assn. 1971 - 1976
Skills
Real Estate, Residential Homes, Marketing, Builder, Marketing Strategy, Event Planning, Entrepreneurship, Property Developer, Designer, Rental, remodel,..., Sales, Research, Customer Service
Education
University of California, Berkeley 1965 — 1970
Bachelor of Arts, French, Art History
Alliance Francaise, Paris 1968 — 1968