Northwestern Mutual Life
Industry: Financial services company
DescriptionThe Northwestern Mutual is an American financial services mutual organization based in Milwaukee. The financial security company provides consultation on wealth and asset income protection, education ... Headquarters: Milwaukee, Wisconsin, United States Number of employees: 7,500 (2017) Founder: John Johnston Founded: 1857 Subsidiaries: Northwestern Long Term Care Insurance Company, Executives: John E. Schlifske (CEO, President, Chairperson),
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Northwestern Mutual Life Employees
JC FORNEY REALTY INC January 2013 - Present
HSA Commercial Real Estate November 2001 - December 2012
CB Richard Ellis February 1997 - November 2001
Hiffman Shaffer Associates February 1995 - January 1997
Curto Reynolds Oelerich Inc March 1972 - 1994
Northwestern Mutual Life June 1970 - March 1972
Skills
Leases, Real Estate, Tenant, Disposition, Brokerage, Landlord, Real Estate Transactions, Property Management, Real Estate Development, Asset Managment
Education
Bowling Green State University 1967 — 1968
MBA, Finance
Bowling Green State University 1962 — 1966
BS in Bus. Admin, Finance
Olsen Marketing Solutions 2010 - Present
Zywave May 2013 - October 2014
Zywave September 2012 - May 2013
Zywave January 2012 - September 2012
Zywave July 2009 - December 2011
Northwestern Mutual Life March 2008 - May 2009
Skills
Writing, Copy Editing, Email Marketing, ExactTarget, Content Marketing, Marketing Communications, Marketing Copy, Product Marketing, B2B Marketing, Salesforce.com, Microsoft Office, Social Media, Twitter, LinkedIn, Facebook, Blog Marketing, Organization, Project Management, Editing, Sales Process, Marketing, SaaS, Marketing Strategy, Leadership, Management, Entrepreneurship, Market Research
Education
Cardinal Stritch University 2013 — 2015
Master of Business Administration (MBA)
Marquette University 2005 — 2009
BA, Writing-Intensive English
Hamilton High School 2001 — 2005
Retirement Funding Solutions May 2015 - Present
1st Reverse Mortgage USA June 2014 - April 2015
Reverse Mortgage Solutions, Inc September 2013 - June 2014
Premier Reverse Closings February 2012 - August 2013
Premier Reverse Closings March 2007 - August 2013
CS Financial July 2003 - March 2007
Northwestern Mutual Life August 2002 - July 2003
Skills
Mortgage Lending, Refinance, Loan Origination, Reverse Mortgages, FHA, Mortgage Banking, Loans, Residential Mortgages, Credit, Mortgage Underwriting, Title Insurance, Investment Properties, Escrow, Certified Mortgage..., Real Estate, VA loans, Real Estate Financing, Government Loans, Investments, Foreclosures, Residential Homes, Sales, Underwriting, Real Estate Economics, CrossFit, VA Loans
Education
California State University-Fullerton 1997 — 2002
Bachelor of Arts (B.A.), Business Finance
South Hills High School 1992 — 1996
High School, General
Hewlett-Packard April 2015 - Present
Cameron June 2014 - April 2015
Willbros Group, Inc. February 2014 - June 2014
Technip January 2013 - February 2014
Technip December 2010 - January 2013
JP Morgan Chase August 2010 - November 2010
Northwestern Mutual Life January 2010 - August 2010
Merrill Lynch August 2008 - November 2009
Diamond Cutters International February 2006 - August 2009
Skills
Salesforce.com, Sales Process, Quote Preparation, Salesforce.com System..., Salesforce Training, Trade Show Exhibitor, Professional..., Website Updating, Company Newsletters, Sales Order Processing, Life Insurance, Coordinating Events, Sales, Marketing, Procurement, Project Management, Selling, Training, Finance, Time Management, Customer Service, CRM, Sales Operations, Microsoft Excel, Management, Salesforce.com..., Leadership, Microsoft Office
Education
Benedictine University 2014 — 2015
Master of Business Administration (M.B.A.), MBA
University of Houston, C.T. Bauer College of Business 2006 — 2010
Bachelor's Degree, B.B.A. Finance, Minor in Marketing
Lamar High School
High School, International Baccalaureate (IB) School
PEPID April 2013 - Present
Horizon High School August 2014 - Present
Valutek November 2010 - October 2012
Vision Engraving & Routing Systems September 2008 - November 2010
International Manufacturing Group/RelyAid August 2002 - August 2008
Chaparral High School November 2004 - February 2008
assisTek November 2006 - August 2007
Shadow Mountain High School February 1988 - February 2003
SmartHealth March 1993 - July 2002
Northwestern Mutual Life May 1991 - March 1993
Skills
Sales Management, B2B, New Business Development, Marketing Strategy, Sales, Negotiation, Direct Sales, Lead Generation, Salesforce.com, Marketing, Team Building, Strategic Planning, Product Development, Contract Negotiation, Account Management, Leadership, Business Development, Medical Devices, Forecasting, Advertising, Budgets, Customer Service, Business Planning, Sales Operations, Selling, Public Speaking, Social Media Marketing, CRM, Management, Solution Selling, Strategic Partnerships, Sales Process, Product Management, Cross-functional Team..., International Sales, Start-ups, Manufacturing, Competitive Analysis, Marketing Communications, Strategy, Marketing Management, Trade Shows, Email Marketing, Key Account Management
Education
Arizona State University 1987 — 1991
B.A., Organizational Communication
J.D. Power April 2015 - Present
J.D. Power June 2014 - April 2015
J.D. Power April 2014 - June 2014
J.D. Power May 2013 - April 2014
J.D. Power April 2011 - May 2013
Yahoo! Search Marketing September 2010 - January 2011
Northwestern Mutual January 2010 - September 2010
FanManager Marketing & Promotions January 2010 - January 2010
The Academic Advantage January 2009 - January 2010
Northwestern Mutual Life June 2008 - January 2009
Skills
Data Analysis, SPSS, Marketing Research, Qualitative Research, Microsoft Excel, Management, PowerPoint, Marketing, mTAB, Microsoft Office, Database Administration, Event Management, Financial Analysis, Project Management, Excel, Marketing Management, Mystery Shopping, Macros, ASAP, Promotions, Financial Management, Financial Planning, Financial Reporting, Syndicated Data Analysis, Customer Insight, Analysis, Voice of the Customer, Market Research, Quantitative Research
Education
California State University-Northridge 2006 — 2010
B.S., Marketing, Management, and Business Administration
Mitchell International January 2012 - Present
StrataCare LLC November 2009 - December 2011
Fair Isaac Corporation (formerly CompReview / HNC Software) December 1997 - May 2004
Northwestern Mutual Life 1996 - 1997
Advanced Solutions 1995 - 1996
Skills
Account Management, Salesforce.com, Microsoft Office, Customer Relations, Editing, Financial Analysis, Time Management, SharePoint, Key Account Management, Certified Project..., Business Analysis, Workers Compensation, Software Implementation, Agile Methodologies, Customer Service, Budgets, CRM, Analysis, Business Development, Management, Project Management, Leadership, SaaS, Professional Services, Strategy, Business Intelligence, Team Leadership, Program Management, Product Management, Analytics, PMP
Education
University of California, Irvine - The Paul Merage School of Business 1999 — 2002
MBA, Information Technology
California State Polytechnic University-Pomona 1992 — 1996
BS, International Business & Marketing
Navient (formerly Sallie Mae) October 2011 - Present
Sallie Mae October 2009 - October 2011
Sallie Mae September 2004 - October 2009
FTI September 2001 - June 2004
Northwestern Mutual Life October 2000 - September 2001
USA Group December 1999 - October 2000
Education
Ball State University
Wishing Star Childcare LLC January 2013 - Present
Wee Welcome Inn July 2011 - December 2012
Pet Sitting Services August 2009 - December 2012
Sally Beauty Company September 2004 - December 2006
Northwestern Mutual Life June 2003 - August 2004
Skills
Customer Service, Sales, Retail, Marketing, Sales Management, Social Media, Microsoft Office, Coaching, Marketing Strategy, Microsoft Excel, Team Building, Strategic Planning, Account Management, Social Networking, Teaching, Early Childhood..., Classroom Management, Accounting, Colorguard, Payroll, Small Business, Child Development, Childcare, Management, Public Speaking, Training
Education
Cardinal Stritch University 2011 — 2013
Masters, Business Administration and Management, General
University of Wisconsin-Milwaukee 2003 — 2006
BA Music Business, Music, Business
Optus Inc July 2015 - Present
Optus Inc December 2014 - June 2015
Hewlett-Packard August 2014 - November 2014
Hewlett-Packard February 2012 - August 2014
Hewlett-Packard March 2010 - February 2012
Hewlett-Packard 2010 - February 2012
Northwestern Mutual Life April 2009 - March 2010
Skills
Account Management, Direct Sales, Qualifying Prospects, New Client Acquisitions, Sales Process, Sales, Salesforce.com, Solution Selling, Call Blitz/Pipeline..., Enterprise Software, Lead Generation, Virtualization, Storage, CRM, Data Center, Channel Partners, Marketing Strategy, Customer Service, Communication, Strategy, Sales Management, Leadership, Sales Operations, Management, Marketing, Cold Calling, Team Leadership
Education
Arkansas State University 2001 — 2010
BS, Marketing Management
Heritage Gardens Rehab and Nursing October 2014 - Present
Peak Physical Therapy and Sports Medicine October 2013 - August 2014
Northwestern Mutual Life March 2012 - August 2013
Centerplate – Alliant Energy Center October 2010 - December 2012
UW Madison WisPIRG January 2011 - May 2011
UW-Madison WisPIRG September 2010 - May 2011
P.E.O.P.L.E. Program May 2010 - August 2010
Skills
Customer Service, Microsoft Office, Microsoft Word, Leadership, PowerPoint
Education
Collin County Community College 2013 — 2015
Pre-Physical Therapy Studies
University of Wisconsin-Madison 2006 — 2011
Sociology, Business focus
Zurich North America November 2014 - Present
Allstate June 2014 - November 2014
Allstate February 2013 - June 2014
Cetera Financial Group July 2012 - December 2012
Allstate March 2006 - September 2010
Northwestern Mutual Life August 2000 - February 2006
Skills
PMP, Requirements Analysis, Insurance, Program Management, Requirements Gathering, COBOL, DB2, MS Project, Business Analysis, Visio, Software Project..., Global Delivery, Change Management, Project Portfolio..., Vendor Management, Customer Relations, SharePoint, Performance Tuning, .NET, PL/SQL, C, C++, Oracle Developer 2000, Actuate, MQ Series, Project Management, SQL, Quality Assurance
Education
Anna University 1996 — 2000
Bachelor of Science (B.S.)
UNC Charlotte August 2010 - May 2013
Kaplan Test Prep and Admissions January 2010 - May 2013
Freedom First Federal Credit Union July 2009 - January 2010
BVU Center for Academic Excellence January 2008 - May 2009
Mills Financial Marketing January 2009 - January 2009
The Linn Group May 2007 - August 2007
Northwestern Mutual Life May 2006 - August 2006
Education
University of Washington, Michael G. Foster School of Business 2013 — 2018
Doctor of Philosophy (PhD), Finance
University of North Carolina at Charlotte 2010 — 2013
Master of Science, Mathematics - Applied Statistics
University of North Carolina at Charlotte - Belk College of Business 2010 — 2013
Master of Science, Mathematical Finance
Buena Vista University 2005 — 2009
Bachelor of Arts, Marketing and Management/Entrepreneurship
HCA/HealthONE- Swedish Medical Center July 2012 - Present
HealthONE July 2012 - Present
HealthONE February 2012 - Present
HealthONE December 2007 - Present
HCA/HealthOne December 2007 - Present
U.S. Nursing/ FASTAFF October 2006 - October 2007
Atria Senior Living Group September 2004 - April 2006
Lippincott Williams and Wilkins December 1997 - September 2004
Northwestern Mutual Life June 1994 - December 1997
Skills
Healthcare, Healthcare Management, Hospitals, Physician Relations, Physicians, Medicine, Management, Surgery, Strategic Planning, Medical Education, Leadership, Managed Care, Sales Operations, EMR, Practice Management, Healthcare Consulting, Healthcare Information..., EHR, Healthcare Industry
Education
University of Phoenix 2002 — 2007
MBA-HCM, Healthcare Management
California State Polytechnic University-Pomona 1991 — 1994
B.S., Animal Science
Johnson Controls October 2013 - Present
Zummo Books, LLC January 2013 - Present
Frozen Soul Games November 2009 - Present
Rocket Clicks December 2012 - August 2013
Rocket Clicks March 2012 - December 2012
Edgenet November 2010 - March 2012
Concurrency December 2009 - October 2010
Acclaim Games June 2008 - November 2009
Acclaim Games March 2007 - September 2009
Northwestern Mutual Life January 2008 - July 2008
Skills
User Experience, User Interface Design, Information Architecture, Interaction Design, Usability Testing, Web Design, Web Development, User Interface, Mobile Applications, HTML, Wireframes, Social Media, Google Analytics, Game Design, Mentoring, Social Networking, Photoshop, Creative Direction, Product Management, Facebook, Web Applications, Mobile Devices, Project Management, Online Advertising, Leadership, CRM, User-centered Design, SharePoint, Technical Writing, Visio, Online Marketing, Software Development, CSS, Usability, E-commerce, User Experience Design, Content Management, Strategy, Web Analytics, Book production, Book Marketing, Audio Book Production, eBook Production
Education
Carroll University 1992 — 1996
BS, computer science & communications
Optum July 2013 - Present
Youth Determined to Succeed October 2011 - Present
Dale Carnegie Training January 2008 - Present
Medtronic February 2008 - July 2013
Novus Print Media Network August 1998 - February 2008
Honeywell Technology Center February 1998 - August 1998
Qwest November 1996 - February 1998
Ameriprise Financial April 1996 - November 1996
Cargill, Inc June 1993 - April 1996
Northwestern Mutual Life January 1992 - August 1992
Skills
Project Management, Team Management, Leadership, Agile Methodologies, Contract Negotiation, Training, Vendor Management, Strategic Planning, Team Building, Change Management, Process Improvement, Team Leadership, Business Analysis, Coaching, Public Speaking, Management, Program Management, Business Case Design, Governance, User Stories, Mentoring, Integration, Strategy, Cross-functional Team..., Leadership Development, Management Consulting, Organizational..., Performance Management, Consulting, Long Distance Running
Education
Augsburg College 2011 — 2013
Master of Arts in Leadership, Organizational Leadership
University of Wisconsin-Eau Claire 1988 — 1993
Bachelor of Business Administration, Management Information Systems / Business Administration
Great Lakes Hydraulics 1994 - Present
Hague Equipment Company of Michigan, Inc. May 1991 - Present
Environmental Protection, Inc. 1989 - 1991
Northwestern Mutual Life 1987 - 1988
Shanty Creek Resorts 1985 - 1987
Skills
Accounting, Accounts Payable, Microsoft Excel, Auditing, Microsoft Office, Financial Reporting, Quickbooks Enterprise, Payroll Administration, QuickBooks, Energy Industry, Payroll, Oil & Gas Industry, Supervisory Skills, Account Reconciliation, Invoicing, General Ledger, Accounts Receivable, Upstream, Financial Accounting, Strategic Financial..., Contract Management, Purchasing, Natural Gas, Inventory Management, Process Improvement, Bookkeeping, Customer Service, Sales, Strategic Planning
Education
Northwestern Michigan College 1985 — 1994
Associates, Business Administration
Central Michigan University 1983 — 1985
Elk Rapids
Halyard Health formerly Kimberly-Clark August 2010 - Present
CCS Medical July 2008 - April 2010
Dynasplint Systems October 2007 - July 2008
Philip Morris International September 2004 - October 2007
Northwestern Mutual Life November 2000 - September 2004
Skills
Sales Operations, Sales, New Business Development, Product Development, Sales Management, Account Management, Product Launch, Competitive Analysis, Cross-functional Team..., Cold Calling, Key Account Management, Sales Presentations, Recruiting, Pharmaceutical Industry, Sales Process, Leadership, Training, Management, Direct Sales, Social Media, Public Speaking, Medical Devices, Marketing, Key Account Development, Team Building, Market Analysis, Team Leadership, Product Management, Talent Acquisition, Coaching, Sales Force Development, B2B, Salesforce.com, Strategy, Selling, Product Marketing, Selling Skills, Marketing Strategy, CRM, Business Development, Marketing Management, Forecasting, Capital Equipment
Education
California State University-Sacramento 1996 — 1999
Bachelor of Arts, Recreation Administration/Rehabilitation Therapy
California State University Stanislaus 1994 — 1996
Physical Education, General Undergraduate Education
Bankwell Bank (Formerly Quinnipiac Bank & Trust) January 2012 - Present
Citibank March 2007 - January 2012
Citizens Bank May 2000 - March 2007
BankBoston Merchant Services (First Data Merchant Srvcs) May 1996 - May 2000
CoreStates Bank of Delaware (CardLinx) May 1991 - May 1996
Shawmut Bank March 1989 - May 1991
Connecticut National Bank October 1988 - March 1989
Northwestern Mutual Life September 1985 - June 1987
Skills
Retail, Property Management, Veterinary, Banking, Mortgage Lending, Non-profits, Start-ups, Investment Properties, Loans, Condos, Credit, Finance, Credit Cards, Mortgage Banking, Consumer Lending, Loan Origination, Small Business, Small Business Lending, Real Estate, Cash Management, Real Estate Economics, Commercial Banking, Customer Service, New Business Development, Investments, Financial Structuring, Strategic Planning, Asset Based Lending, Business Development, Nonprofits, Due Diligence, Sales, Financial Analysis, Underwriting, Commercial Lending, Mergers & Acquisitions, Accounting, Asset Management, Training, FHA, SBA, Retail Banking, Refinance, Credit Analysis, Lines Of Credit, Commercial Mortgages, Strategic Financial..., Portfolio Management, Valuation, Relationship Management
Education
Bradley University 1981 — 1984
Franklin Pierce University 1980 — 1981
South Windsor 1977 — 1980
Bank of America June 2014 - Present
Liberty Mutual Insurance June 2010 - May 2014
New England Financial, Metlife July 2009 - June 2010
Northwestern Mutual Life January 2009 - July 2009
Skills
Underwriting, Property & Casualty..., Insurance, Commercial Insurance, Legal Liability, Commercial Lines, Workers Compensation, Umbrella Insurance, Risk Management, Life Insurance, Financial Analysis, General Insurance
Education
Arizona State University, W. P. Carey School of Business 2012 — 2014
Master of Business Administration (MBA), International Business, Finance
Arizona State University, W. P. Carey School of Business 2008 — 2010
Bachelor of Science, Finance
Northwest State Community College and Custom Training Solutions January 2006 - Present
American Association of Lutheran Churches (AALC) June 2012 - November 2012
Farmers & Merchants State Bank April 2005 - August 2011
Four County Career Center, Adult Ed WIA Program August 2003 - April 2005
Henry County Health Department May 2002 - April 2005
River City Recreation, Inc., August 1984 - April 2001
Northwestern Mutual Life, 1997 - 2000
NOCAC, Head Start August 1983 - January 1984
Skills
Leadership Development, Project Management, Change Management, Strategic Planning, Instructor-led Training, Instructional Technology, Bookkeeping, Management, Team Building, Team Leadership, Teamwork, Sales Management, Project Planning, Event Planning, Succession Planning, Business Planning, ADP Payroll, Payroll, Accounts Payable, Accounts Receivable, Account Reconciliation, HR Policies, Building Relationships, Supervision, Staff Supervision, Supervisory Experience, Software Installation, Software, Quality Assurance, Program Management, Executive Coaching, Organizational..., Business Strategy, Business Process..., Business Analysis, Coaching, Process Improvement, Customer Service, Employee Training, Human Resources, Leadership, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, Nonprofits, Sales, Time Management, Training
Education
Defiance College 2006 — 2009
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 4.0
Bluffton University 2001 — 2002
Bachelor of Arts (BA), Organizational Management, 3.916
Strategic Social Media 2011 - Present
International House 2010 - March 2011
Signature 2006 - 2009
Network Financial and Network Legal 2002 - 2003
Northwestern Mutual Life 1997 - 2002
Interstate/Johnson Lane June 1985 - October 1991
Skills
Strategic Social Media..., Online Marketing, Social Media Marketing, Financial Services..., Hands-on Social Media..., Creative Social Media..., Online Lead Generation, Efficient Implementation, Coaching, Driven to Optimize Time..., Citizen Diplomacy, Simplify Social Media..., SEED20 Coach, Content Writer, Social Media, Blogging, Social Networking, SMO, Volunteering, Theatre, Hiking, Community Garden..., Scuba Diving, Strategic Planning, Financial Services, Strategy, Strategic Communications, Facebook, Leadership, Analytics, Training, Marketing Strategy, Small Business, Business Strategy, Proposal Writing, Analysis, Public Speaking, Golf, Marketing, Entrepreneurship, Project Planning, Personal Branding, Web Marketing, Content Marketing, Budgets, Website Development, Mobile Marketing, SEO, Selling, Time Management
Education
McColl School of Business, Queens University 2010 — 2011
Coaching Certificate, Professional Development
Knight School of Communication, Queens University 2009 — 2011
MA, Strategic Communication
Colgate University 1976 — 1980
BA, POSC
Houston Northwest Chamber of Commerce November 2008 - Present
Sam Houston Race Park May 2007 - September 2008
Houston Northwest Chamber of Commerce May 2006 - May 2007
Leading Edge Marketing Communications September 2003 - December 2006
AIG VALIC January 2001 - August 2003
Northwestern Mutual Life January 1986 - January 2001
Skills
Marketing Communications, Business Development, Marketing, Marketing Strategy, Public Relations, Email Marketing, Advertising, SEO, Negotiation, Training, Budgets, Strategy, Management, Sales, Customer Service, Public Speaking, Event Management, Fundraising, Social Media Marketing, Strategic Planning, Team Building, Leadership, Brand Management, Small Business, Recruiting, Event Planning, New Business Development, Direct Marketing, Market Research
Education
Alverno College 1988 — 1991
BA, Business Management and Professional Communications
TD Bank Group February 2012 - Present
IBM July 2011 - April 2012
Threshold Financial Technologies October 2009 - October 2011
CIBC March 2009 - November 2009
Mercedes-Benz of Cherry Hill (NJ) January 2009 - March 2009
Northwestern Mutual Life October 2003 - January 2009
IBM Toronto Lab 1999 - 2003
Skills
AIX, DB2, Database Administration, Performance Tuning, Disaster Recovery, Unix, Data Warehousing, Relational Databases, Mainframe, SQL, Databases, Unix Shell Scripting, SQL Tuning, Websphere, Java, High Availability, Business Intelligence, Data Modeling, Enterprise Architecture, Database Design, IBM AIX
Education
University of Toronto 2002 — 2011
Master of Engineering, Computer Engineering
Amirkabir University of Technology - Tehran Polytechnic
B.Sc., Electrical Engineering
Saadi Highschool
Giving Trees for Life April 2011 - Present
Natorp's Inc. April 2010 - Present
Independent Financial Representative January 1991 - Present
Northwestern Mutual Life April 2011 - December 2012
Skills
Landscaping, Tree Planting, Gardening, Holistic Financial..., Retirement Planning, Sales Management, Long Term Care Insurance, Life Insurance, Variable Annuities, Stocks
Education
Bradley University
Bachelors, Marketing
AT&T May 2007 - Present
AT&T June 2007 - October 2009
AT&T June 1998 - May 2007
AT&T June 1998 - May 2007
Northwestern Mutual Life March 1997 - July 1998
Northwestern Mutual/Baird Investments March 1997 - July 1998
Skills
Management, Office Management, Account Management
Education
Baker College of Port Huron
Associate of Applied Science, Health Information/Medical Records Technology/Technician
Pliant Plastics Corporation August 2015 - Present
Pliant Plastics Corporation August 2010 - August 2015
Grand Haven Plastics, Inc. January 2006 - August 2010
Northwestern Mutual Life March 2005 - January 2006
Advanced Molding Solutions October 2001 - March 2005
Advanced Molding Solutions (Injection Molding) 2001 - 2005
Primerica 2000 - 2002
Dynamic Conveyor 1998 - 2001
Herman Miller 1993 - 1998
JC Penney 1988 - 1993
Skills
Manufacturing, Continuous Improvement, Injection Molding, Automotive, Lean Manufacturing, PPAP, APQP, Manufacturing..., Manufacturing..., Plastics, Program Management, Product Development, 5S, Sales, Molding, SPC, New Business Development, Project Management, TS16949, PowerPoint, Customer Engagement, Marketing, Process Improvement, Inter-personal, Solution Selling, Purchasing, Microsoft Excel, ISO, Problem Solving, New Markets Development, Excel, Relationship Development, Negotiation, Customer Relations
Education
Baker College Online 2013 — 2015
Bachelor of Business Administration (BBA), Marketing
Baker College Online 2006 — 2013
Associate Degree - General Business, Marketing/Business Mgmt
Muskegon Community College 1990 — 1993
General Education Requirements, General, Engineering
Grand Haven
Aramark Uniform Services June 2015 - Present
Aramark Uniform Services May 2013 - June 2015
Aramark Uniform Services November 2009 - May 2013
Wells Fargo Financial July 2008 - November 2009
Northwestern Mutual Life 2007 - 2008
Skills
Loans, Credit Cards, Finance, Financial Services, Mortgage Lending, Customer Service, Financial Analysis, Sales, B2B, Leadership, Insurance, Credit, Cold Calling, Customer Retention, New Business Development, Business Development, Salesforce.com, Management
Education
Bradley University 2004 — 2008
Finance, Finance
Integrated Insights, P.C. AccountantGeorge W. Smith & Company, P.C.August 2000 - Present
Comerica Bank March 1999 - August 2000
Northwestern Mutual Life May 1997 - March 1998
Education
Central Michigan University 1994 — 1998
BSBA, Finance, Accounting, Music
Retsel Corp 2001 - Present
Retsel Corporation January 2001 - January 2010
Jacobs Motor Co. 1988 - 2000
Northwestern Mutual Life 1985 - 1987
Education
mt vernon high school 1978 — 1981
Black Hills State University
Levy Restaurants July 2015 - Present
Levy Restaurants April 2007 - July 2015
Levy Restaurants June 2005 - April 2007
Clean Plate Club March 2003 - June 2005
Northwestern Mutual Life June 2000 - February 2002
Skills
Catering, Food & Beverage, Restaurants, Menu Development, Hospitality, Restaurant Management, Customer Service, Budgets, Sales, Food, Marketing, Food Service, Financial Analysis, Microsoft Excel, Management, Hospitality Management, Fine Dining
Education
Carroll College 1997 — 2001
Bachelor of Science (B.S.), Marketing and management
Massachusetts Mutual Life Insurance Company January 2011 - Present
Northwestern Mutual Life August 1988 - January 2011
Skills
Disability Insurance, Insurance, Retirement Planning, Life Insurance, Fixed Annuities, Financial Services, Long-term Care, Strategic Financial..., Long Term Care Insurance, Retirement, Estate Planning
Education
Boston College 1984 — 1988
Bachelor of Arts, Psychology
The American College
Chartered Life Underwriter
Wendy H Jewelry July 2013 - Present
Hoechstetter Interiors 2006 - Present
California Designers Against Legislation (CADAL) April 2008 - December 2009
Michael Merrill Design Studio September 2007 - July 2008
CompuServe 1992 - 2007
Northwestern Mutual Life 1989 - 1990
Wilkinsburg Emergency Medical Service 1977 - 1987
Abbott Laboratories 1985 - 1986
Skills
Interior Design, Furniture, Residential Design, Residential Homes, Aging In Place, Universal Design, Accessible Design, Space planning, Space-planning, Project Management, Design Research, Textiles, Fabric and Materials..., Custom Furniture, Finish, Color Schemes, Lighting, Window Treatments, Drawing, Renovation, Home Staging, Art, Public Speaking, Online Research, Social Media, Blogging, Training, Social Networking, Event Planning, Photoshop, Studio IT, Marketing, Direct Sales, Team Building, Creative Problem Solving, Pattern, Programming, Cross-cultural..., Making connections that..., Social Intelligence, Critical Thinking, Client Interfacing..., TESOL, Teaching and Training, Emergency Medicine, Patient Advocacy, Disability Management, Disability Rights, Space Planning
Education
California College of the Arts
Interior Architecture and Interior Design
Georgetown University
BS, Spanish & Linguistics
Golden Gate University
MBA coursework
Mills College
Postbaccalaureate Premed Program
Stanford University
Certificate, Paramedic
The George Washington University
Liberal Arts
The Winchester-Thurston School
Diploma, College Prep
University of California, Berkeley
interior design, financial planning, genetics coursework
KMS Financial Services, Inc. November 2007 - Present
Purcell Advisory Services, LLC February 2005 - January 2010
Northwestern Mutual Life February 2003 - February 2005
Russell Investment Group December 2000 - January 2003
Skills
Investments, Retirement, 401k, Financial Planning, Retirement Planning, Investment Advisory
Education
Central Washington University 1989 — 1993
BS, Finance
93 Financial Group, LLC May 2011 - September 2013
Baystate Financial Services August 2009 - March 2011
Northwestern Mutual Life May 2005 - December 2008
Bankers Life and Casualty November 2003 - October 2004
Fort Banks Elementary School November 2002 - August 2003
Melmark of New England August 2001 - October 2002
Skills
Fixed Annuities, Customer Service, Customer Advocacy, Childcare, Special Needs..., Life Insurance, Investments, Disability Insurance, Sales, Underwriting, MA Notary Public, Project Management, Long Term Care Insurance, Finance, New Business Development, Retirement Planning, Mutual Funds, Series 6, Securities, Loans, Variable Annuities, Microsoft Office, Client Record Management
Education
Bridgewater State University 1997 — 2001
Bachelors of Science, Psychology
Starbright Enterprises, LLC November 2014 - Present
Starbright Enterprises 2014 - 2015
Genesis 10 February 2013 - November 2014
Kohl's Department Stores December 2010 - February 2013
United States Air Force January 1986 - November 2011
Direct Supply January 2008 - October 2010
Northwestern Mutual July 2007 - January 2008
Northwestern Mutual Life August 2003 - January 2007
Covenant Healthcare March 2002 - August 2003
ISP March 1999 - November 2001
Skills
Security, Leadership, Project Management, Program Management, Disaster Recovery, Operations Management, Vendor Management, ITIL, Process Improvement, Data Center, Change Management, Management, Cross-functional Team..., Training, Information Technology, Team Leadership, Team Building, IT Strategy, Integration, PMO, Public Speaking, Enterprise Architecture, Strategy, Budgets, Troubleshooting, IT Management, Business Process..., IT Infrastructure..., Strategic Financial..., SharePoint, Strategic Planning, Project Portfolio..., Requirements Analysis, Aircraft Navigation, Visionary Thinking, Cloud Computing, Risk Management, Business Analysis, Visio
Education
Webster University 1993 — 1995
MA
Golden Gate University 1990 — 1992
None
Montana State University 1983 — 1985
BS
Carroll College 1980 — 1983
Plains Public High School 1976 — 1980
BMO Financial Group June 2013 - Present
Associated Bank November 2010 - June 2013
Wells Fargo Financial March 2003 - November 2010
Wells Fargo Financial January 2001 - January 2003
Wells Fargo Financial January 2000 - January 2001
Wells Fargo Financial (aka Norwest Financial) January 1998 - January 2000
Northwestern Mutual Life January 1997 - January 1998
G Golf January 1996 - January 1998
Skills
Loans, Strategic Planning, Mortgage Lending, Leadership, Management, Consumer Lending, Sales Management, Sales, Team Leadership, Banking, Team Building, Investments, Finance, Credit, Retail, Small Business Lending, Retail Banking, Insurance, Loan Origination, Branch Banking, Commercial Lending, Credit Analysis, Cross Selling, Financial Services, Mortgage Banking, Real Estate, Relationship Management, Risk Management, Time Management, Commercial Banking, Refinance, Underwriting, Lines Of Credit, Credit Risk, Branch Management, Portfolio Management
Education
Carroll University 1994 — 1998
Bachelors, Business Administration
Associated Bank June 2014 - Present
Serve You Custom Rx Management October 2011 - September 2013
Assurant Health July 2004 - October 2010
JP Morgan Chase (formerly Bank One) 2002 - 2004
Strong Capital Management, Inc. January 2000 - October 2001
Northwestern Mutual Life 1989 - 1999
Frank F. Haack & Associates, Inc. 1983 - 1989
Skills
Strategy, Product Management, Process Improvement, Management, Project Management, Marketing, Marketing Strategy, Insurance, Product Development, Analysis, Sales, Sales Operations, Health Insurance, Life Insurance, Team Management, Customer Service, Customer Retention, Mutual Funds, Vendor Management
Education
Alverno College 1995 — 1998
BBA, Business Administration; minor in Professional Communication
University of Wisconsin-Whitewater 1978 — 1980
Marketing
Port Washington High School 1974 — 1978
MassMutual Financial Group August 2014 - Present
Northwestern Mutual Life 2008 - Present
Skills
Retirement Planning, Disability Insurance, Life Insurance, Strategic Financial..., Financial Analysis, Investments, Mutual Funds, Series 63, IRAs, Long-term Care, Retirement, Estate Planning, Asset Allocation, Wealth Management
Education
Auburn University 2004 — 2008
Business, Finance
Bleidorn Tax & Investment Services, LLC June 2008 - Present
Lakeland College September 2011 - December 2011
Northwestern Mutual Life January 2007 - May 2008
We Energies April 2006 - December 2006
PricewaterhouseCoopers LLP January 2004 - April 2006
Deloitte & Touche LLP January 2003 - April 2003
University of Wisconsin August 2002 - November 2002
Skills
Independent Financial..., Registered Investment..., Investment Research, Investment Advisory, Investment Management, Investment Strategies, Portfolio Optimization, High Net Worth..., Wealth Accumulation..., Wealth Management..., Social Return on..., Lower Costs, Local Area, Personal Financial..., Outstanding..., Personal Income Tax..., Tax Accounting, Tax Law, Small Business, Business Process..., Business Unit Start-up, Management Consulting, Internal Controls, Internal Audit, IRS problem resolution, Finance, Financial Planners, CPA, Strategic Financial..., Tax, Accounting, Investments
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2001 — 2003
Master of Science, Accounting
Cardinal Stritch University 1997 — 2000
Bachelor of Arts, Business Administration
Pius XI High School 1993 — 1997
High School Diploma
Northwestern Mutual Life January 1997 - Present
Education
Ashford University 2008 — 2012
MBA, Business Administration
Extremity Implants & Devices February 2012 - Present
Clear Nails~pro 2013 - Present
Professional Detailing Incorporated August 2011 - March 2012
KJM Services January 2008 - August 2011
UniWorld Health and Wellness January 2010 - September 2010
FSC Pediatrics February 2009 - December 2009
Knoll/Abbott Laboratories May 1997 - November 2007
Professional Detailing Inc March 1995 - May 1997
G.D.Searle April 1992 - January 1994
Northwestern Mutual Life September 1987 - April 1992
Skills
Surgical Device Sales, Hand Surgery, Orthopedic, Foot Surgery, Orthopedics, Medical Devices, Operating Room, surgical implants, Cardiology, Sales Management, Sales Presentations, Nephrology, Endocrinology, Selling Skills, Pharmaceutical Sales, Gastroenterology, Hospitals, Leadership, Selling, Internal Medicine, Allergy, Rheumatology, Sales Force Development, Sales Operations, Medical Sales, Neurology, Pharmaceutical Industry, Training, Sales, Sales Process
Education
American Institute of Medical Sales 2010 — 2010
Certifcation, Extremities & Biologics
State University of New York College at Buffalo 2010 — 2010
Certificate, Life Sciences
Allegheny College 1983 — 1987
BA, History & Political Science
The Kiski School 1979 — 1983
History & Political Science, College Preparatory
Northwestern Mutual March 2013 - Present
Northwestern Mutual Life November 2002 - March 2013
Whyte Hirschboeck Dudek S.C. June 1987 - November 2002
St. Mary's Academy September 1980 - June 1983
Skills
Estate Planning, Trust Services, Tax Law, Estate Tax Planning, Tax, Trusts, Business Planning, Wills, High Net Worth..., Financial Planners, Strategic Financial..., Spanish, Legal Writing, Retirement Planning, Wealth
Education
University of Minnesota Law School 1984 — 1987
JD, Law
Cardinal Stritch University 1976 — 1980
BA, Spanish, English, Secondary Education
HealthMarkets February 2014 - Present
QPS Employment Group September 2012 - September 2013
New York Life Insurance Company October 2008 - September 2012
Northwestern Mutual Life October 2006 - October 2008
Unspecified Company 2000 - 2005
Skills
Life & Health Insurance..., Small Group Health..., Health Insurance, Supplemental Health, Disability Insurance, Employee Benefits, Life Insurance, Small Business, Permanent Life Insurance, Term Life Insurance, Retirement Planning, Fixed Annuities, Annuities, Financial Planning, Investments, 401k Rollovers, Long Term Care Insurance, Insurance, Long-term Care
Education
Salem International University 2013 — 2014
Master of Business Administration (MBA), Human Resources Management and Services
Cardinal Stritch University 1992 — 2001
BS-BA, Business Administration
Spectrum Wealth Management, Inc. March 2012 - Present
LPL Financial August 2006 - Present
Northwestern Mutual Life August 1991 - August 2006
Skills
Retirement, Financial Advisory, Retirement Planning, Financial Services, Finance, Series 63, Wealth, Mutual Funds, Asset Allocation, Series 7, Investments, Wealth Management, Strategic Financial..., Portfolio Management, Fixed Annuities, Public Speaking, 401k, Financial Planning, Insurance, FINRA, Leadership, Small Business, Risk Management
Education
California State University-Chico 1987 — 1991
Finance and Financial Management Services
UCB Pharma September 2007 - Present
Pfizer 2003 - 2007
Pfizer Pharmaceuticals 1997 - 2003
Northwestern Mutual Life May 1988 - April 1991
Databse Computer Applications June 1986 - May 1988
Skills
Rheumatology, Gastroenterology, Neurology, Hospitals, Pain Management, Immunology, Biotechnology
Education
Bentley University 1984 — 1986
Bachelor of Science, Computer Information Systems
Adult Care Connection April 2009 - Present
Quality Hospice & Palliative Care October 2014 - May 2015
Pagano LTC July 2005 - 2012
Northwestern Mutual Life June 2001 - 2005
Self-employed 1993 - 2001
Sun Health 1985 - 1993
CIGNA 1983 - 1985
Skills
Small Business, Long Term Care Insurance, Long-term Care, Estate Planning, Insurance, Elder Care, Healthcare, Financial Planners, Estate Tax Planning, Social Services, Disability Insurance, Home Care, Medicare, Life Insurance, Public Speaking, Term Life Insurance, Fundraising, Fixed Annuities, Case Management, Financial Planning
Education
Arizona State University
MSW, Social Work
University of Arizona
BA, Psychology
Cuyahoga Community College March 2014 - Present
Cuyahoga Community College December 2009 - February 2014
Corporate College a Division of Cuyahoga Community College September 2007 - November 2009
Advanced Eye Care Centers of Cleveland August 2002 - August 2007
MEADEN & MOORE, LTD March 2001 - May 2002
PLANTE & MORAN, LLP October 1995 - February 2001
DELOITTE & TOUCHE, LLP September 1992 - October 1995
Northwestern Mutual Life August 1991 - September 1992
Skills
Public Relations, Social Media, Social Media Marketing, Advertising, Non-profits, Fundraising, Event Planning, Public Speaking, Strategic Planning, Marketing Strategy, Integrated Marketing, Social Media Strategist, Social Networking, Web Marketing, Web Content, SharePoint, Web Content Management, Marketing Communications, Program Management, Email Marketing, Entrepreneurship, Newsletters, Media Relations, Marketing, Strategic Communications, Content Management, Nonprofits
Education
Baldwin-Wallace College 1987 — 1991
Bachelor of Arts, Speech Communications
Aberdeen Enterprizes II August 2012 - Present
Assurant Employee Benefits January 2002 - October 2012
Assurant Employee Benefits January 2000 - January 2002
NORTHWESTERN MUTUAL LIFE January 1997 - January 2000
Northwestern Mutual Life January 1994 - January 1996
U.S. SENATOR January 1990 - January 1993
Skills
Provider Relations, Cold Calling, Contract Negotiation, Health Insurance, Insurance, Employee Benefits, Disability Insurance, Medicare, Life Insurance, Managed Care, Strategic Planning, Customer Service, Account Management, Brokers, Healthcare, HIPAA, Team Leadership, Team Building, Marketing, Sales, Public Speaking, Marketing Communications, Event Planning, Business Strategy, Selling, Sales Management, Microsoft Office, Sales Operations, Social Media Marketing, Negotiation, New Business Development, Budgets, Recruiting, Human Resources, Marketing Strategy, Leadership, Lead Generation, Business Development, Process Improvement, Small Business
Education
Baylor University 1986 — 1990
Bachelor of Arts, Political Science
Edison Jr High
bishop Kelley
Northwestern Mutual Life September 2006 - Present
Dreman Value Management November 2004 - September 2006
ING Investment Management September 1998 - April 2003
AIG SunAmerica September 1997 - September 1998
Morgan Stanley February 1995 - August 1997
Skills
Equities, Hedge Funds, Bloomberg, Series 7, Trading, Equity Trading, Fixed Income, Securities, Alternative Investments, Equity Research, Options, Electronic Trading, Asset Managment, Derivatives, Trading Systems, Series 63, Investment Strategies, Financial Markets, Investments, Mutual Funds, Trading Strategies, Investment Banking, Series 24, ETFs, Equity Derivatives, Asset Management, FINRA, Hedging
Education
University of Wisconsin-Milwaukee, Sheldon B. Lubar School of Business 2007 — 2009
MBA, Business Administration and Management, General
Arizona State University 1989 — 1992
B.S., Finance
Behr Asset Management, Inc January 2007 - Present
Healthplansny.com July 1995 - Present
Northwestern Mutual Life July 1995 - December 2006
Skills
Disability Insurance, Life Insurance, Small Business, Term Life Insurance, Health Insurance, Finance, Insurance, Whole Life, Retirement Planning, Fixed Annuities, Employee Benefits, Retirement, Financial Services, Strategic Financial...
Education
City University of New York-Brooklyn College 1978 — 1980
Finance
Quad/Graphics January 2008 - Present
ICI May 2006 - November 2007
Oce January 2005 - January 2006
Northwestern Mutual Life March 1990 - July 1993
Education
Bowling Green State University 1985 — 1989
BA, Business
University School of Milwaukee 1981 — 1984
Angels' Cup Coffee January 2014 - Present
Kerrisdale Capital Management LLC May 2010 - December 2013
Wealthfront Inc. December 2009 - March 2010
Marathon Partners October 2007 - October 2009
Northwestern Mutual Life December 2006 - May 2007
Brookhaven National Laboratory May 2005 - August 2005
Skills
Strategy, Finance, Options, Equities, Mergers & Acquisitions, Analysis, Portfolio Management, Alternative Investments, Investments, Research, Mutual Funds, Hedge Funds, Investment Strategies, Valuation, Equity Research
Education
Binghamton University - School of Management 2006 — 2007
MBA, Finance
State University of New York at Binghamton 2001 — 2006
BS, Bioengineering
high school
Northwestern Mutual Life October 1997 - Present
ULLICO 1993 - 1997
Education
Carnegie Mellon University - Tepper School of Business
MBA, Finance
Airgas July 2010 - Present
Proforma August 2007 - June 2010
American Metal Chemical Company (AMCOR) January 1993 - January 2007
Enterprise Rent-A-Car January 1991 - January 1993
Northwestern Mutual Life January 1990 - January 1991
Skills
Aluminum, Advertising, Trade Shows, Manufacturing, New Business Development, Sales, Sales Management, Sales Process, Customer Satisfaction, Sales Operations, Account Management, B2B, Cold Calling, Contract Negotiation, Direct Sales, Customer Service, Leadership, Marketing, Negotiation, Purchasing, Sales Presentations, Selling, Team Building
Education
Bowling Green State University 1986 — 1990
BSBA, Finance, HRM
Medina Sr High
The Phoenix Companies September 2008 - Present
Northwestern Mutual Life December 2007 - August 2008
Etransmedia Technologies November 2006 - April 2007
Education
Albany Law School of Union University 2009 — 2012
Law
University at Albany, SUNY 2006 — 2009
BS, Business Administration
St. John Fisher College 2005 — 2006
History
Coaching with................. January 2014 - Present
Business Consulting June 2015 - Present
Center for Teacher Effectiveness (CTE) June 2013 - October 2014
Sole Proprietor October 2013 - 2014
Allstate August 2012 - January 2013
LTC Financial Partners August 2010 - January 2011
CUNA Mutual Group March 2008 - September 2008
Northwestern Mutual Life June 2007 - October 2007
Allianz Global Corporate & Specialty June 2004 - June 2007
World Financial Group (WFG) 2001 - 2002
Skills
Training, Coaching, Insurance, Leadership Development, Training Delivery, Onboarding, Human Resources, Management Consulting, Executive Coaching, Instructional Design, Project Management, Succession Planning, Change Management, Needs Analysis, Performance Management, Long-term Care, Team Building, Public Speaking, Organizational..., Microsoft Office, Business Process, Personal Development, Blended Learning, Recruiting, Employee Engagement, Training Leadership, Career Development, Employee Benefits, Process Improvement, Staff Development, Team Leadership, Performance Improvement, Strategic Planning, Talent Management, Learning Management, Employee Relations, Organizational..., Adult Education, Performance Consulting, Workshop Facilitation, Classroom Management, Differentiated..., Time Management, Personnel Management, Employee Training, Leadership, Management, E-Learning, Instructor-led Training, Management Development
Education
City University of Seattle 1999 — 2006
MBA, General Management
Villanova University 2007 — 2007
Master's Certificate, Human Resource Management
Caldwell University 1985 — 1987
Bachelor's Degree, Business Administration
University of Bridgeport 1965 — 1967
Associate in Arts, Legal Secretarial
Rockhurst University
Certificate, Instructional Design
Intuitive Surgical 2006 - Present
Ethicon 2003 - 2006
Ethicon Endo-Surgery 2003 - 2006
Eli Lilly 2000 - 2004
Northwestern Mutual Life 1995 - 1999
Skills
Surgeons, Capital Equipment, Operating Room, Urology, Medical Devices, Market Development, Surgical Instruments, Disposables, Product Launch, Medical Sales, ENT, Pharmaceutical Sales, Sales, Cardiac Surgery, Operating Room Sales, Surgical Device Sales, Capital Equipment Sales, Healthcare Industry, Hospitals, General Surgery, Sales Force Development, Medical Imaging, Medical Equipment, Cardiology, Vascular
Education
University of Portland 2002 — 2004
MBA, Management, Marketing
Portland State University 1993 — 1997
BS, Finance
Clark College 1990 — 1993
AA, Engineering
Aerotek March 2015 - Present
Aerotek August 2013 - Present
Kareo May 2011 - July 2013
Butler Business Accelerator January 2011 - May 2011
Gilchrist & Soames 2011 - 2011
Gilchrist & Soames 2011 - 2011
Northwestern Mutual Life May 2010 - August 2010
Skills
Salesforce.com, Microsoft Excel, Account Management, Marketing, Sales, Customer Service, Outlook, Social Media, Microsoft Office, Leadership, Public Speaking, Event Planning, Selling, Sales Operations, Sales Management, Training, Time Management, PowerPoint, Cold Calling, Social Networking, SaaS, Microsoft Word
Education
Butler University 2007 — 2011
Finance, Finance and Financial Management Services
Lakota West High School
Lushin Sales Training
UBS January 2009 - Present
Merrill Lynch January 2000 - January 2009
Northwestern Mutual Life September 1985 - January 2000
Skills
Wealth Management, Series 7, Asset Management, Retirement Planning
Education
Ball State University 1981 — 1986
Bachelors of Science, Business
North Central High School 1979 — 1981
Bristol-Myers Squibb March 2012 - Present
sanofi, US November 2001 - January 2012
Mutual of Omaha May 2000 - November 2001
Protective Life March 1998 - May 2000
Harris Benefits, DBA 1994 - 1998
Northwestern Mutual Life 1991 - 1994
Skills
Urology, Hospitals, Cardiology, Pharmaceutical Industry, Medicaid, Oncology, Medical Devices, Healthcare, Reimbursement, Medicare, Medical Education, Diabetes, Type 2 Diabetes, Pharmaceutical Sales, Pulmonology, Sales Management, Account Management, Endocrinology, Sales Effectiveness, Sales Operations, Biotechnology, Neurology, Product Launch, Orthopedic, Selling, Rheumatology, Selling Skills, Hospital Sales, Therapeutic Areas
Education
Central Michigan University 1987 — 1991
B.S. in Business Administration, Finance and Management
Northwestern Mutual Life June 2005 - Present
Abercrombie & Fitch May 2004 - February 2005
Skills
Disability Insurance, Insurance, Life Insurance, Health Insurance, Fixed Annuities, Investments, Retirement Planning, Securities, Long Term Care Insurance
Education
Alma College 2000 — 2004
BA, Finance
New York Life Insurance Company July 2011 - Present
Barnum Financial Group, An Office of MetLife February 2008 - June 2011
Citi Smith Barney November 2002 - February 2008
Quick & Reilly 2002 - 2002
A. G. Edwards Sons 1995 - 2002
Shearson Smith Barney September 1988 - January 1995
Northwestern Mutual Life 1985 - 1988
Skills
Leadership, Entrepreneurship, Recruiting
Education
Binghamton University - School of Management 1980 — 1985
B.S., Management
State University of New York - System 1980 — 1985
Bachelor of Science (BS), Management
Bethlehem Central High School 1977 — 1980
High School, Regents
Global Success Fund August 2015 - Present
Kimpacto, Inc. (a Benefit Corporation & Certified B Corp) January 2013 - Present
Fundación Capital April 2015 - August 2015
ESADE Business School 2011 - 2013
laSalle University / Barcelona Business School 2009 - 2012
PricewaterhouseCoopers 2008 - 2009
KPMG 2007 - 2008
Xcel Energy 2003 - 2007
Invesco 2000 - 2003
Northwestern Mutual Life 1999 - 2000
Skills
Impact Investing, Management Consulting, Financial Analysis, Corporate Governance, Business Strategy, Corporate Finance, Forecasting, Financial Modeling, Project Management, Due Diligence, Budgets, Valuation, Negotiation, Spanish, Mergers & Acquisitions, Social Entrepreneurship, Social Impact..., Financial Education, Financial Literacy..., Socially Responsible..., Corporate Social..., Financial Management..., Qualitative Research, Analysis, Investments, Strategic Financial..., Portfolio Management, Social Impact
Education
ESADE Business School 2011 — 2012
Masters degree - Management Sciences, Thesis: Impact Investing
Boston University 2006 — 2007
(CFP) Certificate, Certified Financial Planning
Regis University
(MBA) Masters degree - Business Administration, Finance and Accounting
University of Pennsylvania - The Wharton School
Social Entrepreneurship Course
University of Wisconsin-Whitewater
(BBA) Bachelors degree - Business Administration, Finance and Accounting
Seneca November 2014 - Present
Brightwell Payments, Inc May 2013 - July 2014
Global Financial Aid Services, Inc August 2012 - April 2013
Jackson Healthcare January 2012 - July 2012
Northwestern Mutual Life May 2008 - January 2012
Northwestern Mutual May 2008 - July 2009
First Baptist Church Waco January 2007 - May 2009
Skills
Customer Service, Sales, Finance, Financial Analysis, PowerPoint, Cold Calling, Microsoft Office, Teaching, Mutual Funds, Financial Modeling, Microsoft Excel, Public Speaking, Marketing, Retirement Planning, Account Management, Accounting, Insurance, Strategic Financial..., New Business Development, Sales Management, Strategic Planning, Forecasting, Business Development, Leadership, Recruiting, Salesforce.com, Management
Education
Baylor University 2005 — 2009
BBA, Media Business
Baylor University - Hankamer School of Business 2005 — 2009
BBA, Media Business
Terracon Consultants, Inc October 2008 - Present
Northwestern Mutual Life October 2007 - October 2008
kps, chtd. January 2007 - October 2007
The Knitting Factory 2005 - 2006
Education
Boise State University 2001 — 2008
Storeroom Solutions 2015 - Present
Switchgear Power Systems 2015 - Present
Kimberly-Clark 2014 - 2014
Bemis Company, Inc. 2007 - 2014
GE Oil & Gas 2007 - 2007
Equitable Reserve Association 2002 - 2006
SMTC 2001 - 2001
Plexus 1997 - 2001
Northwestern Mutual Life 1996 - 1997
Cate Zeuske for US Senate May 1994 - September 1994
Skills
Strategic Sourcing, Purchasing, Negotiation, Procurement, Sourcing, Contract Negotiation, Process Improvement, Supply Management, Continuous Improvement, Cross-functional Team..., Global Sourcing, MRP, Forecasting, Contract Management, Inventory Management, Sales, Politics, Vendor Management, ERP, Management, Purchasing Negotiation, Office Equipment, Waste, Pest Control, Security, Cost Reduction, Supplier Management, Problem Solving, Vendor Relations, Cost Savings, Sales Process, Sales Presentations, Presentations, Leadership, Strategic Planning, Manufacturing, Team Building, Customer Service, Logistics, Political Campaigns, Fundraising
Education
Colorado State University-Global Campus 2013 — 2016
Bachelor of Science (BS), Business Administration, Management and Operations
University of Wisconsin-Oshkosh 1992 — 1997
Political Science, History
JSN FVTC
Sun Prairie High School
High School, College/University Preparatory
Wilson Investment Services, LLC April 2014 - Present
Wilson Wealth Management June 2005 - April 2014
American National Bank of Texas November 2003 - May 2005
Northwestern Mutual Life December 2000 - November 2003
Berkshire Life Insurance Co June 1999 - November 2000
Education
Dallas Baptist University 1991 — 1995
MBA, Finance
Baylor University 1980 — 1984
BBA, Business
SOLVED.IO October 2014 - February 2015
KEHOE-HENRY & ASSOCIATES Architecture & Engineering March 2014 - March 2014
Natural Resources Technology 2013 - 2013
Northwestern Mutual Life January 2006 - July 2006
Fulwiler Air/Fulson Graphics March 1992 - September 2005
Fulwiler Air / Fuwiler & Sons/ Fox Able 1992 - 2005
Green Bay Structural Steel April 1998 - June 1999
HJ Martin & Son, Inc. December 1997 - May 1998
Eder Manufacting/ now Olympus Flag July 1982 - February 1984
ITU AbsorbTech 1982 - 1984
Skills
Access, Data Entry, Microsoft Excel, Customer Service, Microsoft Office, Software Documentation, Microsoft Word, PowerPoint, Legal Assistance, Project Management, Payroll, Wordperfect, Account Management, Advertising, Outlook, Photoshop, Web Design, Accounts Payable, Accounts Receivable, Data Analysis, Direct Sales, Visual Basic, HTML, QuickBooks, Graphic Design, Online Research, Microsoft Applications, Accounting, Digital Media, Balanced Scorecard, Adobe Acrobat, Microsoft Technologies, Visual Basic 5.0/6.0, Lotus 123, Commercial Real Estate, National Accounts, Analytics, Account Reconciliation, Online Advertising, Online Marketing, Office 3.1 - Office 2010, Casualty Insurance, Property & Casualty..., Management, Leadership, Training, Public Speaking, Team Building
Education
Kaplan University, Milwaukee, WI 2014 — 2014
Certificate of Completion, Insurance
Northeast Wisconsin Technical College 2010 — 2010
Microcomputer Specialist, Micro Computers, A
Northeast Wisconsin Technical College 1991 — 2009
Associate Degree in Paralegal Studies, Law
Cardinal Stritch University, Milwaukee, WI 1979 — 1982
Commercial Art / Business / Computers, 3.7
UWGB 1979 — 1979
English
Northeast Wisconsin Technical College 1978 — 1978
G.E.D. Prior to High School Class Graduating, Legal Assistant/Paralegal
Algoma High, Algoma, WI 1976 — 1977
Graphic Arts
East Troy High, East Troy, WI 1974 — 1976
Graphic Arts
Luxemburg/Casco Grade School, located in Luxemburg & Casco, Wisconsin 1971 — 1973
NOTE: All School Transcripts Stolen Unknown Reason Per Records Dept.
East Troy - Lenora Doubek Elementary School, East Troy, WI 1967 — 1971
Modern Math - Binary number system, flow charts, base ten, exponents and input/output functions
IBM November 2008 - Present
International Business Machines (IBM) July 2004 - October 2008
International Business Machines (IBM) May 2003 - June 2004
International Business Machines (IBM) February 2001 - April 2003
Northwestern Mutual Life 1990 - 2001
SUNY New Paltz 1996 - 1998
Skills
Financial Analysis, Process Improvement, Managerial Finance, Forecasting, Pricing, Management, Financial Modeling, Human Resources, Sales, Business Analysis, Budgets, Outsourcing, Financial Reporting, Negotiation, Change Management, Project Management, Team Management, Account Reconciliation, Business Process, Business Process..., CRM, Risk Management, Finance, Business Intelligence, Sarbanes-Oxley Act, Team Leadership, Business Transformation, Executive Management, SAP, Analysis, Banking, Essbase, Business Planning, Cross-functional Team..., Strategic Financial..., Program Management, Accounting, Competitive Analysis, Consolidation, Auditing, ERP, Corporate Finance, Project Planning, Business Strategy, Access, Hyperion Enterprise, Internal Controls, Management Consulting, Shared Services
Education
State University of New York at New Paltz 1996 — 1998
BS, Accounting
Binghamton University 1989 — 1991
BS, Business Management, Finance
Dutchess Community College 1986 — 1988
AS, Business Administration Transfer
Arlington High School
John Jay HS / Wappingers SD
WCSD + soccer teams
National Life Group 2014 - Present
True North Financial Solutions October 2009 - Present
MassMutual Financial Group October 2009 - June 2014
Northwestern Mutual Life May 1986 - October 2009
Skills
Disability Insurance, Retirement, Life Insurance, Long Term Care Insurance, Insurance, Key Person Insurance, Estate Planning...
Education
Columbia University in the City of New York 1982 — 1986
Northwestern Mutual June 2014 - Present
Northwestern Mutual October 2011 - May 2014
Northwestern Mutual June 2010 - October 2011
Northwestern Mutual March 2007 - May 2010
Northwestern Mutual Life June 2005 - March 2007
The Cornerstone Financial Group August 1999 - June 2005
Skills
Recruiting, Leadership, Training, Employee Benefits, Marketing, Coaching, Networking, Leadership Development, Finance, Insurance, Sales Operations, Consulting, Strategy, Sales, Management
Education
University of Wisconsin-Milwaukee 2003 — 2009
MBA, MS, Management Information Systems
Bradley University 1995 — 1999
B.A., International Business/Marketing
Peterson Auto Group August 2011 - Present
Edwards Subaru Hyundai May 2010 - August 2011
Benning for Congress 2010 January 2010 - June 2010
Edwards Chevrolet Cadillac September 2009 - May 2010
Brent Brown Toyota June 2009 - September 2009
DK Holdings December 2008 - April 2009
Platinum Protection January 2008 - April 2009
Northwestern Mutual Life December 2006 - March 2008
The Home Depot February 2006 - August 2007
Skills
CRM, E-commerce, Sales, Customer Service, Training, Web Analytics, Automotive, Management, HTML, Social Media, WordPress, Microsoft Office, Sales Process, Document Management, Customer Retention, Profit, Customer Satisfaction, Adobe Creative Suite, Leadership, Sales Management, Team Building, Strategic Planning, Inventory Management, Negotiation, Forecasting, Customer Relations
Education
Brigham Young University 2002 — 2009
Recreational Business Management, Business
AT&T January 2015 - Present
AT&T Mobility July 2012 - December 2014
TD Ameritrade Investools December 2010 - July 2012
welltrientsforlife.com December 2009 - August 2010
Sprint January 1999 - December 2009
Nutrition Center, Inc. August 2003 - July 2005
Northwestern Mutual Life May 1998 - January 1999
Westel Communications, Inc. July 1997 - May 1998
Mize Computer Systems March 1996 - February 1997
Optimum Nutrition, Inc. December 1993 - January 1996
Skills
New Business Development, Post-sale Support, CRM, Cold Calling, Customer Retention, Salesforce.com, Direct Sales, Sales Process, Account Management, Sales Management, B2B, Selling, Sales, Business Development, Team Building, Training, Marketing, Contract Negotiation, Management, Market Research, Enterprise Software, Leadership, Networking, Process Improvement, Wireless
Education
Brigham Young University 1993 — 1993
Northwestern Mutual Life January 2002 - Present
Skills
Life Insurance, Retirement Planning, Long Term Care Insurance, Disability Insurance, Finance, Financial Services, Fixed Annuities, Employee Benefits, Small Business, Long-term Care, Whole Life, Insurance, Roth IRA, Property & Casualty..., Term Life Insurance, Asset Management, Mutual Funds, Wealth Management, Securities, Wealth Accumulation, Investments, Strategic Financial..., Portfolio Management, 401k, Health Insurance, Retirement, IRAs, Series 7, Alternative Investments
Education
Binghamton University - School of Management
BA, Economics
The College of Saint Rose
MBA, Business Administration
Northwestern Mutual Life September 1999 - Present
Parker and Assoc January 1994 - September 1999
Education
Bowling Green State University 1986 — 1990
Sole Sisters DBA Garbarini March 2006 - Present
Polo Ralph Lauren May 1999 - March 2006
SmartHealth October 1995 - May 1999
Northwestern Mutual Life July 1991 - September 1995
Education
Arizona State University 1986 — 1991
B.S., Marketing
Pacific Life August 2013 - Present
American Academy of Actuaries 2012 - Present
Northwestern Mutual Life January 1996 - August 2013
American Academy of Actuaries 2009 - 2011
Allstate Financial 1991 - 1996
Ernst & Young 1988 - 1991
Pacific Life 1985 - 1988
Skills
Actuarial Science, Economic Capital, Life Insurance, Insurance, Financial Risk, ALM, Embedded Value, Reinsurance, Fixed Annuities, Retirement, Pensions, Defined Benefit, Regulatory Affairs, Actuarial Consulting, Corporate Tax, Enterprise Risk..., Risk Management, Actuaries, Financial Modeling
Education
Binghamton University 1978 — 1981
b.s., Mathematics
Merrill Edge August 2011 - Present
TD Ameritrade Asset Management February 2007 - October 2007
Edward Jones September 2004 - April 2005
Schwab Institutional July 1992 - August 2003
Schwab Institutional 1996 - 2000
PAMCO Securities October 1990 - April 1991
Northwestern Mutual Life June 1986 - June 1989
New York Life February 1983 - February 1986
Skills
Wealth Management, Investments, Equities, Mutual Funds, Wealth Management..., Asset Management, Investment Management, Uniform Combined State..., Financial Services, Options, Trading, Fixed Annuities, FINRA, Finance, Estate Planning, Insurance, Series 7, Life Insurance, Series 63, Securities, Retirement Planning, Investment Advisory, Asset Allocation, Retirement, Investment Strategies, Financial Advisory, Portfolio Management, Financial Planning, Management, Risk Management, Alternative Investments, Leadership
Education
College for Financial Planning 2009 — 2009
Accredited Wealth Management Advisor - AWMA
College for Financial Planning 2009 — 2009
Accredited Asset Management Specialist - AAMS
Eastern Montana College - Now MSU-Billings 1987 — 1988
Bachelors, Finance
The University of Montana - School of Business Administration 1977 — 1980
General Business
Northwestern Mutual November 2002 - Present
Northwestern Mutual Life January 1993 - October 2002
Northwestern Mutual Life November 1990 - December 1992
Northwestern Mutual Life March 1984 - October 1990
Skills
Wealth Management, Retirement Planning, High Net Worth..., Investments, Securities, Finance, Program Management, Disability Insurance, Mutual Funds, Series 7, Financial Planning, Retirement, Customer Service, Estate Planning, Entrepreneurship, Asset Allocation
Education
Colby College 1979 — 1983
BA, Government, Economics
Northrop Grumman Aerospace Systems December 2011 - Present
Northrop Grumman Aerospace Systems September 2009 - December 2011
Northrop Grumman Space Technology September 2005 - September 2009
Northrop Grumman December 2004 - September 2005
Northrop Grumman February 2004 - December 2004
Galorath Incorporated September 2000 - January 2004
Tecolote Research May 1997 - August 2000
Bradford & Marzec May 1996 - May 1997
Northwestern Mutual Life March 1995 - August 1996
Skills
Strategic Planning, Business Strategy, Corporate Branding, Cross-functional Team..., Business Development, New Business Development, Marketing Strategy, Trade Shows, Competitive Intelligence, Competitive Analysis, Market Research, Market Analysis, Space Systems, Creative Solutions, Financial Analysis, Proposal Writing, Leading Change, Cost Estimating, Software Development, Data Analysis, DoD, Aerospace, Military, Research, Strategy, Government Contracting, Leadership, Project Management, Analysis, Management, Project Planning, Training, Forecasting
Education
California Institute of Technology 2012 — 2012
Certificate
The University of Chicago - Booth School of Business 2011 — 2011
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA
University of Southern California - Marshall School of Business 1994 — 1997
BS
University of Southern California 1993 — 1997
BS
Superior Technical Resources 2008 - 2009
Technical Scientific and Application - TSA 2007 - 2008
Dell 2005 - 2007
Dell Inc 2003 - 2005
Dell Inc 2002 - 2003
Northwestern Mutual Life 2001 - 2002
Education
Baylor University - Hankamer School of Business 2007 — 2009
Masters, MBA
Texas State University 1999 — 2001
BBA, Marketing
Austin Community College 1996 — 1999
AS, Business Administration
Thomson Reuters December 2010 - Present
Dow Jones & Company 2006 - December 2010
Factiva January 2000 - December 2010
Dow Jones (News Corporation) December 1999 - December 2010
Onesource 1996 - 1999
Chroma Copy 1996 - March 1996
Valpak 1995 - 1996
Northwestern Mutual Life April 1995 - December 1995
Skills
Regulatory Compliance, Enterprise Risk..., Policy Management, Compliance Management, Solution Selling, CRM, Enterprise Software, Internal Audit, Strategy, Salesforce.com, Sales Process, Selling, Lead Generation, Account Management, New Business Development, Management, Sales Operations, Strategic Partnerships, Sales, Business Intelligence, Cross-functional Team..., SaaS, Leadership, Relationship Management, B2B, Business Process, Product Development, Competitive Analysis, Product Management, Risk Management, Vendor Management, Key Account Management, Negotiation, Cloud Computing, Strategic Planning, Consulting, Sales Presentations, Business Development, Analytics, Professional Services, Customer Retention, Financial Services, Direct Sales, Financial Risk, Sales Management, Cold Calling, Business Strategy, Team Management, regulatory change...
Education
Bryant University 1991 — 1995
BBA, Marketing
daniel hand highschool 1988 — 1991
Highschool graduate, General Studies
OneSolution Insurance & Financial Services, Inc. 2011 - Present
Farmers Insurance & Financial Services 2005 - 2011
Sun Life Financial 2000 - 2004
Conseco 1997 - 2000
Jackson National Life 1994 - 1998
The Investment Center - Union Planters National Bank 1990 - 1994
C&S National Bank (NationsBank/Bank of America) 1986 - 1990
Pentagon Federal Credit Union 1983 - 1986
Northwestern Mutual Life 1978 - 1983
Skills
Sales Management, Strategic Planning, Insurance, Retirement, 401k, Mutual Funds, Relationship Management, Selling, Universal Life, Account Management, Sales, Whole Life, Life Insurance, Team Building, Variable Annuities, Retirement Planning, IRAs, Property & Casualty..., Securities, Series 63, Term Life Insurance, Investments, Series 7, Business Planning, Homeowners, Workers Compensation, Risk Management, General Insurance, New Business Development, Renters, Long-term Care, Financial Services, Umbrella Insurance, Series 6, Recruiting, Financial Distribution..., Annuities - Variable,..., Life, Health, P&C..., Strategic Financial..., Financial Planners, Commercial Insurance, Professional Liability, Legal Liability, Brokers, Long Term Care Insurance, Accident, Disability Insurance, Critical Illness, Health Insurance
Education
The American College 2009 — 2012
LUTC
College for Financial Planning 2005 — 2006
Certified Financial Planner
George Mason University - School of Business 1977 — 1980
BS
Northwestern Mutual Life July 1980 - Present
Universal Foundation for Better Living 2006 - 2015
National Black MBA Association January 2012 - December 2014
Northwestern Mutual 1987 - 1997
Northwestern Mutual 1987 - 1997
Skills
Talent Acquisition, Employee Relations, Organizational..., Insurance, Coaching, Strategic Planning, Team Building, Public Speaking, Analysis, Project Management, Succession Planning, Business Strategy, Customer Service, Strategy, Leadership, Leadership Development, Recruiting, Process Improvement
Education
Marquette University 1991 — 1994
MBA, Business Administration/Human Resources
Alcorn State University 1977 — 1980
BA, Economics
Northwestern Mutual Financial Network January 2009 - Present
Strategic Employee Benefit Services of The Bohannon Group 2007 - Present
Northwestern Mutual Life 1996 - 2009
Strategic Employee Benefit Services of MN November 1998 - June 2007
Skills
Employee Benefits, Disability Insurance, Benefits Administration, Insurance, Life Insurance, Management, 401k, Underwriting, COBRA, Health Savings Accounts, Health Insurance, Customer Service, Sales, Long-term Care, Business Development, CRM, Retirement, Term Life Insurance, Cold Calling, Account Management, Leadership, Fixed Annuities
Education
Gustavus Adolphus College 1989 — 1991
BA, Biology
Bethany Lutheran College 1987 — 1989
Associate of Arts (A.A.), Biology, General
Northwestern Mutual May 2004 - Present
Northwestern Mutual Life May 2004 - Present
Education
Bradley University 2002 — 2005
Virtual Police November 2007 - Present
Mattress World September 2007 - Present
Arty's Plumbing August 2010 - August 2011
Alliance Pest Solutions September 2008 - August 2011
Rankin Financial October 2004 - December 2009
Northwestern Mutual Life July 1997 - July 1999
Skills
IP Security Integration, Project Management, Team Building, Sales Management, Contract Negotiation, Strategic Planning, Surveillance, Negotiation, Real Estate, Business Development, Customer Service, Business Planning, Business Relationship..., IT Solutions, Leadership, Access Control, Entrepreneurship, Telecommunications
Education
Amberton University 1993 — 1995
MBA, Business Management
Northwood University 1990 — 1992
BBA, Business Management/Finance
Raymond James Financial Services, Inc. October 1987 - Present
Securities Network, Inc. 1985 - October 1987
FSC Securities Corporation 1982 - 1985
Northwestern Mutual Life 1978 - 1982
Owens-Illinois Glass Corporation 1975 - 1978
Skills
Investments, Portfolio Management, Finance, Strategic Planning, Insurance, Investment Advisory, Marketing, Mortgage Lending, Real Estate, Retirement Planning, Financial Advisory, Series 7, Wealth Management, Retirement, Mutual Funds, Strategic Financial..., Accounting
Education
Ford School 1982 — 1985
Securities Liscenses Series, 7, 24, 63 Registrations, Securities Liscenses Series, 7, 24, 63 Registrations
Denver College of Financial Planning 1982 — 1983
Certified Financial Planner I,II, III, Financial Planning
Bowling Green State University 1971 — 1975
Public Relations, Bachelors College of Business
Northwestern Mutual Insurance IS ConsultantNorthwestern Mutual2001 - Present
Northwestern Mutual Life 2001 - Present
Northwestern Mutual Life Insurance Company 2001 - Present
AT&T September 1979 - December 1999
Skills
SDLC, Visio, Business Analysis, Process Improvement, Requirements Gathering, Requirements Analysis, Program Management, Vendor Management, SharePoint, Project Management, Project Portfolio..., Enterprise Architecture, Software Documentation, IT Strategy, Management
Education
Cardinal Stritch University 1991 — 1996
Bachelor of Science, Business
Milwaukee Area Technical College 1975 — 1981
Associate, Business Data Processing
Northwestern Mutual August 2012 - Present
Northwestern Mutual Life August 2006 - July 2012
Northwestern Mutual August 2006 - July 2012
Northwestern Mutual Life January 2001 - August 2006
Rockwell Automation 1995 - 2001
Skills
Project Management, Problem Solving, Process Improvement, Accounting, Vendor Management, Cloud Security, Quality Assurance, Due Diligence, Leadership, Customer Service, General Ledger, Recruiting, Writing, CIPP/IT
Education
Alverno College 1986 — 1989
Bachelor of Arts (B.A.), Business Management
WCTC - Waukesha County Technical College 1982 — 1986
Associate's degree, Accounting
Apex Companies August 2014 - Present
AECOM September 2010 - August 2014
United States Air Force March 2002 - December 2010
Tetra Tech FC April 2010 - September 2010
Tidewater, Inc. June 2004 - March 2010
ATC Associates January 2003 - June 2004
GAI Consultants, Inc. 1999 - 2003
ATC Associates September 1999 - June 2002
The Louis Berger Group 2002 - 2002
Northwestern Mutual Life October 2000 - September 2001
Skills
Remediation, Soil, Groundwater, Excavation, Environmental, Environmental Compliance, Environmental Consulting, Soil Sampling, Heavy Equipment, Concrete, Asbestos, Drilling, Archaeology, Construction, Geophysics, AutoCAD, Technical Writing, Contaminated Site..., Lead-based Paint, Stratigraphy, Phase II Subsurface..., Surfer, gINT, CERCLA, SPCC Plans, Hazardous Materials..., Phase II Environmental..., Archaeological Survey, Field Operations, Construction Drawings, Construction Safety, Phase I Environmental..., Geology, Environmental Science, Environmental Awareness, Hazardous Waste..., Phase 1, Hydrogeology, Field Work, Environmental...
Education
University of Maryland University College 2006 — 2011
MS, Environmental Management
Catonsville Community College 2004 — 2006
N/A, Various
Wright State University 1994 — 2000
BS, Geological Sciences
Frenkel Benefits, LLC July 2001 - Present
Northwestern Mutual Life September 2000 - June 2001
Republic National Bank May 1997 - August 2000
Skills
Life Insurance, Insurance, Employee Benefits, Keyperson Insurance, Life Insurance + LTC..., Disability Insurance, Underwriting, Long-term Care, Term Life Insurance, Brokers, Small Business, Financial Planners, Retirement, Health Insurance, Pensions, Fixed Annuities, Finance, Sales
Education
Baruch College, City University of New York (CUNY) 1981 — 1998
CFP
Bishop Ford 1977 — 1981
Pension Dynamics Corporation January 2001 - Present
Transamerica March 1996 - April 1997
Northwestern Mutual Life January 1995 - March 1996
Education
California State University-Northridge
Morningstar January 2013 - Present
Morningstar January 2008 - January 2013
Northwestern Mutual Life 2006 - 2008
Ennis Knupp & Associates 2000 - 2006
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
Master of Business Administration (MBA), Finance, General
Coe College 1997 — 1999
Business Administration, Business
Denver Transit Partners, LLC October 2014 - Present
Fluor November 2012 - Present
ScanSource October 2010 - November 2012
ScanSource July 2009 - December 2010
Kellwood Company March 2008 - August 2008
Gerber Childrenswear 2008 - 2008
Northwestern Mutual Life May 2007 - November 2007
Skills
Public-private..., Financial & Operational..., Financial Analysis, Finance, Accounting, Accounts Receivable, Financial Reporting, Analysis, Sales, Forecasting, Risk Management, Budgets, Financial Accounting, General Ledger, Microsoft Excel, Customer Service, Financial Modeling, Microsoft Office, Marketing, Marketing Strategy, SAP, Cost Accounting, Auditing, Credit, Inventory Management, New Business Development, Human Resources, Strategic Planning, Competitive Analysis, Account Management, Business Intelligence, Business Strategy, Management, Access, Process Improvement, Business Analysis, Business Planning, Microsoft Word, Account Reconciliation, Leadership, US GAAP, Sarbanes-Oxley Act, Internal Controls, Corporate Finance, Data Analysis, SEC filings, PowerPoint, Infrastructure
Education
University of Colorado Denver 2015 — 2019
Master of Science (MS), Finance, General
Clemson University - College of Business and Behavioral Science 2005 — 2009
Bachelor of Science (BS), Financial Management
St. Joseph's Catholic School
Northwestern Mutual Life November 1991 - Present
Financial Industry Regulatory Authority (FINRA) January 2015 - Present
Splendiforous By Angel, LLC January 2010 - Present
DRH Photos August 2013 - Present
Skills
Insurance, Sales, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Risk Management, Financial Analysis, Strategic Planning, Data Analysis, Process Improvement, Team Building, Management, Training, Access
Education
University of Wisconsin- Whitewater 1988 — 1991
MBA, Finance, General
Carroll College 1975 — 1979
BS, Biology
Northwestern Mutual Life 1970 - 1996
Skills
Counseling, Strategic..., Public Speaking, Fundraising, Strategic Planning, Social Media
Education
Baylor University 1954 — 1958
Northwestern Mutual Life 1985 - Present
Skills
Retirement Planning, Estate Planning, Retirement, Real Estate, Employee Benefits, Life Insurance, Fixed Annuities, Insurance, Long-term Care, Strategic Financial..., Disability Insurance, Long Term Care Insurance, 401k, IRAs, Financial Planners, Risk Management, Whole Life, Series 6, College Savings Plans, Term Life Insurance, Wealth Accumulation, Roth IRA, Personal Finance
Education
American College
State University of New York at Binghamton
Bachelor of Science (BS), Counseling Psychology
Northwestern Mutual June 1995 - Present
Northwestern Mutual Life June 1995 - November 2002
Mutual of Omaha April 1981 - October 1994
Education
College for Financial Planning 1998 — 1998
CFP, Financial Planning
American College 1983 — 1985
Northwestern Mutual Life January 2015 - Present
Northwestern Mutual Life March 2003 - December 2014
Northwestern Mutual Life August 1996 - March 2003
Northwestern Mutual Life August 1987 - July 1996
Skills
Financial Risk, Risk, Analytics, Benchmarks, Investments, Financial Modeling, Derivatives, Analysis, Finance, Performance Measurement, Risk Management, Financial Analysis, Project Management, Financial Planning, Insurance
Education
Marquette University 1989 — 1996
MBA
Carroll University 1983 — 1985
B.S., Economics
Wisconsin Lutheran College 1981 — 1983
A.S., Economics
Northwestern Mutual Life 1991 - Present
UNUM 1986 - 1988
Boston Store 1982 - 1985
Skills
Leadership, Strategy, Training, Insurance, Marketing, Strategic Planning, New Business Development, Marketing Strategy, Business Planning, Life Insurance
Education
Colby College 1977 — 1981
BS, Administrative Science
Williams-Sonoma, Inc. March 2008 - Present
Williams-Sonoma, Inc. October 2004 - March 2008
Williams-Sonoma, Inc. August 2003 - October 2004
Williams-Sonoma, Inc. August 2000 - August 2003
Williams-Sonoma, Inc. July 1999 - August 2000
MicroAge April 1998 - July 1999
Northwestern Mutual Life February 1994 - February 1998
Skills
Multi-channel Retail, Project Management, Retail, E-commerce, Cross-functional Team..., SDLC, Business Analysis, Customer Service, Vendor Management, Management, Inventory Management, Process Improvement, Logistics
Education
Clark College
Bentzel Insurance November 1987 - Present
Northwestern Mutual Life April 1986 - November 1987
Education
Bloomsburg University of Pennsylvania 1981 — 1985
BSBA, Business Administration
Union Savings Bank January 2015 - Present
Fifth Third Bank November 2009 - January 2015
Northwestern Mutual May 2006 - November 2009
Northwestern Mutual Life May 2006 - May 2008
Skills
Refinance, Real Estate, Investments, Financial Analysis, Loans, Mortgage Lending, FHA, Life Insurance, Portfolio Management, Mortgage Banking, Credit, Credit Analysis, Retirement Planning, Residential Mortgages, Fixed Annuities, Underwriting, USDA, Strategic Financial..., Banking, Small Business Lending, Commercial Banking, Team Management, Finance, Financial Services, Loan Origination, Sales, Customer Service, Leadership, Marketing
Education
Butler University 2004 — 2008
Bachelor of Science (BS), Marketing
East Central High School 2001 — 2004
LEGACY Planning October 2003 - Present
First Capital Surety & Trust 2012 - 2013
Safeco Life May 1998 - October 2003
Northwestern Mutual Life July 1996 - May 1998
Southern Pacific and Union Pacific Railroads 1980 - 1996
Skills
Marketing, Personal Injury, Project Planning, Fixed Annuities, Team Building, Finance, Investments, New Business Development, Small Business, Strategic Planning, Claim, Retirement Planning, Public Speaking, Insurance, Leadership, Customer Service, Coaching, Process Improvement, Microsoft Office, Social Media, Estate Planning
Education
Brigham Young University 1976 — 1980
BA, Communications
Reliable Delivery May 2010 - 2014
BusinessOne Technologies January 2004 - April 2009
UCB May 2001 - January 2004
UCB Pharma May 1998 - May 2001
Universal Standard Managed Care January 1997 - January 1998
Grand Valley Health Plan January 1995 - January 1997
Summit M-Pact January 1989 - October 1994
Northwestern Mutual Life January 1987 - January 1988
Skills
Managed Care, Sales Operations, Account Management, Logistics, Sales, Leadership, Selling, Sales Management, Training, Marketing Strategy, Customer Service, Marketing, Team Building, Healthcare, Strategy, Pharmaceutical Sales, Product Launch
Education
Ball State University 1984 — 1988
BS, Finance (Double Major)
RHR International
California Department of Justice SBA Loan SpecialistBank of AmericaDecember 1998 - December 2007
Northwestern Mutual Life January 1996 - December 1998
Education
California State University-Sacramento 1996 — 1998
BA, History
California State University-Sacramento 1994 — 1996
BA, Government
Investment Recruiter August 2006 - Present
Northwestern Mutual Life March 1998 - August 2006
Merrill Lynch 1995 - 1998
Education
Bard College 1995 — 2000
Insurance
BancVue August 2006 - Present
Goldleaf Financial Solutions 2005 - 2006
LSQ Funding 2004 - 2005
Private Business, Inc 1991 - 2004
CCH 1986 - 1991
Northwestern Mutual Life 1983 - 1986
Combined Insurance 1982 - 1983
Education
Arizona State University 1981 — 1982
Horticulture
Mesa Community College 1979 — 1982
Horticulture and Communications
Sierra-Cedar May 2005 - Present
Novell July 2001 - April 2005
Cambridge Technology Partners April 1997 - July 2001
Ramos & Associates March 1996 - April 1997
St. Paul Companies September 1995 - March 1996
Northwestern Mutual Life June 1988 - September 1995
Skills
PeopleSoft, PeopleTools, SQR, ERP, PeopleCode, Technical Analysis, Technical Management, Business Analysis, Fit/Gap Analysis, Software Implementation, Data Conversion, BI Publisher, Requirements Gathering, Integration, SQL, Business Process, Benefits Administration, Business Process Design, SDLC, Business Intelligence, HRIS, COBOL, Requirements Analysis, Interfaces, Google App Engine, DB2
Education
University of Wisconsin-Eau Claire 1985 — 1988
BBA, Management Information Systems
Century College 1983 — 1985
Information Systems
Northwestern Mutual Life 2009 - Present
Creative Landscapes 1995 - 2009
Education
Columbia College (NY) 2002 — 2004
BS, Business Administration
Columbia College (NY) 2001 — 2004
BS, Business Administration
Uline October 2011 - Present
Everbrite, LLC July 2009 - October 2011
REXNORD INDUSTRIES INC 2006 - 2009
Northwestern Mutual Life 2001 - 2006
Skills
Customer Service, Process Improvement, Six Sigma, Microsoft Excel, Outlook, Microsoft Office, Inventory Management, Account Management, Microsoft Word, Team Building, Lean Manufacturing, Project Management, PowerPoint, Manufacturing, Strategic Planning, Customer Satisfaction, Negotiation, Pricing, Sales
Education
Cardinal Stritch University 2002 — 2009
Bachelor, Business Management
Northwestern Mutual Life
Skills
Instructional Design
Education
Alverno College 1986 — 1993
BA, Professional Communication
Petra CPS November 2010 - Present
Northwestern Mutual Life February 2009 - May 2009
Techniglove International August 2006 - March 2009
Skills
Sales, Strategic Planning, Customer Service, Process Improvement, Microsoft Office, Project Management, Market Research, Budgets, Team Leadership, Account Management, Business Development, Microsoft Excel, Sales Management, Negotiation, New Business Development, Forecasting, Management, Team Building, Marketing Strategy, Project Planning, Marketing
Education
California State University-Fullerton 2002 — 2009
BA, Finance
Esperanza
Esperanza
Northwestern Mutual June 2015 - Present
BuySeasons, Inc. May 2011 - December 2014
BuySeasons, Inc. February 2009 - April 2011
Northwestern Mutual January 2006 - January 2009
Northwestern Mutual Life 2006 - 2009
Verizon, Silver Spring, MD January 2004 - December 2005
MVP Health Care January 2005 - August 2005
Skills
Testing, Software Quality..., Quality Assurance, Test Cases, Test Automation, User Acceptance Testing, Defect Tracking, Manual Testing, Agile Methodologies, SDLC, Requirements Analysis, Regression Testing, QTP, Quality Center, Process Improvement, Test Planning, Performance Testing, Test Strategy, Business Requirements, Analysis, Microsoft SQL Server, SQL, XML, HP Quality Center, E-commerce, Resource Management, .NET, Project Planning, Budget Management, Project Management, IT Project & Program..., Responsiveness, Mobile Applications, Web Applications, Software Project..., Project Estimation, Test Automation..., B2B2C, TFS, Usability Testing, Documentation, HP QTP, Microsoft Dynamics GP, Mobile Testing
Education
Bangalore University 1997 — 2001
Bachelor's degree, Computer Science and Engg
COMPUTER SCIENCE AND ENGG
Bachelor's degree in Computer science and Technology, Computers
Northwestern Mutual 2011 - Present
Northwestern Mutual Life July 2010 - 2011
Northwestern Mutual 2008 - 2010
Northwestern Mutual Life 2002 - 2007
Northwestern Mutual 1999 - 2002
Skills
User-centered Design, Usability Testing, Business Analysis, Requirements Analysis, Focus Groups, Vendor Management, Adobe Creative Suite, Web Design, Agile Methodologies, Insurance, Content Management, User Interface Design, Interaction Design, Project Management, User Experience, Software Project..., Solution Architecture, Requirements Gathering, Enterprise Architecture, Project Portfolio..., SharePoint, Business Process, IT Strategy, Information Architecture, Scrum, SDLC, Visio, Financial Services, Software Documentation, Agile Project Management, CRM, PMO, Business Process...
Education
Alverno College 1980 — 1984
BA, Business Management / Computer Science
Silver Point Capital July 2010 - Present
Education Nationale October 2009 - April 2010
Northwestern Mutual Life June 2007 - September 2009
The Arc of Massachusetts March 2006 - May 2008
United Nations July 2006 - August 2006
Swiss Army Brands, Inc. June 2006 - July 2006
Rivel Research Group June 2005 - May 2006
Education
Brandeis University 2005 — 2008
BA, International and Global Studies, French, Business, and Economics
Stonehill College
CIGNA September 2011 - March 2012
CSC April 2010 - July 2010
CSC January 2002 - April 2010
Tek Systems April 2000 - October 2001
Cambridge Resource Group November 1998 - March 2000
Kenda Systems August 1998 - October 1998
Teltech International March 1998 - May 1998
Fleming Industries, Inc. June 1996 - December 1997
Management Consulting - Self Employed April 1995 - April 1996
Northwestern Mutual Life February 1994 - March 1995
Skills
PMO, Program Management, Project Management, MS Project, Visio, Cross-functional Team..., PMP
Education
Babson College
Management of Staff and Operations
Anytime Fitness January 2009 - Present
Northwestern Mutual Life May 2005 - May 2007
Education
Anderson University 2003 — 2007
Bachelor's Degree, Political Science/History, & Finance Investment
CDW July 2014 - Present
CDW January 2012 - Present
Dish Network January 2010 - August 2011
Mass Mutual Financial Group July 2008 - January 2010
Northwestern Mutual Life January 2007 - December 2007
Skills
Cloud Computing, IaaS, DRaaS, Data Center, Customer Service, Virtualization, Security, Management, Computer Hardware, Solution Selling, Android, Salesforce.com, Cold Calling, Storage, Training, Strategic Planning, Mobile Technology, Direct Sales, Customer Relations, Account Management, Unified Communications, Selling, Managed Print Services, Vendor Management, Project Planning, SaaS, Enterprise Software, Managed Services, Networking, CRM, Channel Partners, Term Life Insurance, Start-ups, Sales Process, Sales Operations, Disaility Insurance, Sales
Education
Arizona State University West 2005 — 2008
Bachelors's, Global Business with Concentration in Financial
University of Wisconsin-Madison August 2009 - Present
Assurant Health September 2007 - April 2009
Compuware 2006 - 2007
MillerCoors May 2006 - November 2006
Northwestern Mutual Life 2000 - 2006
Skills
Data Warehousing, Agile Methodologies, Requirements Gathering, XML, SDLC, Scrum, ETL, Data Migration, Testing, Requirements Analysis, Quality Assurance
Education
Cardinal Stritch University 1999 — 2001
MS, Computer science
Brock & Co. August 1993 - Present
Northwestern Mutual Life June 1992 - August 1993
US Army May 1987 - May 1988
US Army May 1985 - May 1987
Skills
Sculpture, Painting, Antiques, Galleries, Fine Art, Curating, Contemporary Art, Art, Museums, Paint, Art Exhibitions, Appraisals, Drawing, Oil Painting, Furnishings, Public Art, Arts Administration, History, Interior Design, Murals, Art Education, Exhibit Design, Restoration, Acrylic, Fine Art Photography, Ceramic, Portraits, Mixed Media, Artists, Teaching, Craft, Publishing, Graphic Design, Illustration, Books, Lecturing, Framing, Creative Writing, Furniture
Education
Boston College 1989 — 1992
BS, Marketing
Randolph School 1978 — 1984
High School
Northwestern Mutual Life January 2005 - March 2015
Education
Beloit College
Consultative Insurance Group/Nationwide Financial July 2010 - Present
Northwestern Mutual Life October 2005 - February 2010
Neely and Associates May 1991 - July 2005
Skills
Planning, Insurance, Investments, Risk Management, Disability Insurance, Retirement Planning, Financial Analysis, Securities, Mergers & Acquisitions, Forecasting, Strategic Planning, Negotiation, Series 63, Mutual Funds, Retirement, New Business Development, Sales, Life Insurance, Business Development, Fixed Annuities, Sales Management, Project Planning, Relationship Management, Loans
Education
Cleveland State University
BS, Finance
Northwestern Mutual Life December 2006 - Present
Northwestern Mutual October 2001 - December 2006
Skills
Customer Service, Leadership, Process Improvement, Strategic Planning, Training, Coaching, Team Building, Public Speaking, Marketing, Leadership Development, Sales, Team Leadership, Recruiting, Budgets, Healthcare, Insurance, Investments, Management
Education
Alverno College 2011 — 2013
Master of Business Administration (MBA)
Alverno College 1980 — 1984
Bachelor of Science, Nursing
Oak Creek High School
Milwaukee Public Schools September 2009 - Present
Wells Fargo Home Mortgage April 2009 - March 2012
US BANCORP FUND SERVICES, LLC January 2001 - January 2009
CCSEL 2008 - 2009
Milwaukee Public Museum April 2000 - November 2001
Northwestern Mutual Life April 1999 - April 2000
Extendicare June 1995 - April 1999
Skills
Financial Reporting, Financial Analysis, Accounts Payable, SEC reporting, Payroll, SOX, Financial Accounting, Account Reconciliation, Excel, Problem Solving, Budgeting, Analysis, Microsoft Office, Accounting, Process Improvement, Management, Training, Sarbanes-Oxley Act, Microsoft Excel, Budgets, Accounts Receivable, SEC filings
Education
Concordia University-Wisconsin 2002 — 2003
MBA, Finance
Upper Iowa University 1999 — 2001
BS, Accounting/Finance
Bryant and Stratton College 1997 — 1999
AA, Accounting
The Related Group December 2011 - Present
Select Equity Group May 2010 - May 2011
Geller & Company 2009 - 2010
Northwestern Mutual Life 2002 - 2009
sony bmg 1999 - 2001
Skills
Account Reconciliation, Accounts Receivable, Accounts Payable, Accounting, Financial Reporting
Education
Bergen Community College 2009 — 2014
Associate's degree, Accounting
Hudson Catholic 1990 — 1994
Caldwell University
Bachelor's Degree, Accounting
Electric South June 2012 - Present
Electric South 2012 - 2015
Electric South 2001 - 2015
Electric South 2001 - 2015
Business Interiors March 2011 - June 2012
Northwestern Mutual Life November 2008 - May 2010
Serra Honda 2010 - 2010
Skills
Sales, Outlook, Microsoft Excel, PowerPoint, Long-term Care, Circuit Breakers, Transformers, Switch Gear, Motor Control, Account Management, Purchasing, Transformer, Switchgear, Finance, New Business Development, Process Improvement, Budgets, Operations Management, Strategic Planning, Leadership, Sales Management, Contract Negotiation, Management, Forecasting, Marketing, Analysis, Team Leadership, Sales Operations, Project Planning, Customer Satisfaction, Customer Service, Logistics, Project Management, Financial Analysis, Business Development, Team Building, Negotiation, Inventory Management, Business Planning, Supply Chain Management, Pricing, Contract Management, Cross-functional Team..., Time Management, Marketing Strategy, Procurement, Training, Cold Calling, Microsoft Office, Process Scheduler
Education
AVO Training Institute 2014 — 2014
Circuit-Breaker Maintenance- Low Voltage & Molded and Insulated Case
Auburn University 2001 — 2005
Bachelor of Arts
Mtn Brook 1998 — 2001
Stewart Title - Stewart Relocation Services July 2013 - December 2014
Ethan Allen August 2010 - July 2013
Capital One Bank July 2006 - February 2009
The Johnson Development Corp. October 1997 - September 2005
Northwestern Mutual Life January 1994 - November 1996
Skills
Management, Training, Budgets, Access, Sales, Project Management, Real Estate, Event Planning, Administrative..., Customer Service, Accounts Payable, Forecasting
Education
Rose State College 1991 — 1992
Blinn College
The University of Texas at Austin
MassMutual Financial Group May 2007 - Present
Northwestern Mutual Life September 1991 - May 2007
Skills
Long-term Care, Term Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Disability Insurance, Long Term Care Insurance, Life Insurance, Insurance
Education
Ball State University 1971 — 1975
B.A., Education
Noble Packaging April 2014 - Present
Numaco Packaging LLC July 2013 - March 2014
Numaco Packaging June 2011 - March 2014
Numaco Packaging Company January 1996 - June 2010
Presskits September 1991 - December 1995
Advanced Looseleaf Technologies January 1994 - September 1994
Northwestern Mutual Life May 1987 - September 1989
Skills
New Business Development, Marketing, Sales, Selling, Sales Operations, Customer Service, Start-ups, Product Development, Strategy, Fashion, Manufacturing, Social Networking, Purchasing, Trade Shows, Cold Calling, Merchandising, Sales Management, Retail, Marketing Strategy, Wholesale
Education
Bryant University
B.S., Business
Several Schools September 2013 - Present
Mary Kay Inc. December 2010 - December 2013
Northwestern Mutual Life March 2004 - October 2013
Maple Care Center May 1999 - October 2002
Skills
Special Education, Sales, Coaching, Training, Social Media Marketing, Management, Public Relations, Leadership Development, Marketing
Education
Notre Dame College 2010 — 2013
Cleveland State University 1986 — 1991
BBA
Indiana University of Pennsylvania 1976 — 1980
Northwestern Mutual 2007 - Present
Northwestern Mutual 1998 - 2006
Northwestern Mutual Life November 1964 - July 1998
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Financial Analysis, Financial Modeling, Wealth Management, Relationship Management, Investments, Mutual Funds, Securities, Series 7, Financial Advisory, Finance, Financial Planning
Education
Carleton College 1954 — 1958
Bachelor of Arts (B.A.), Geology/Earth Science
Northwestern Mutual Life March 2005 - October 2008
Education
Andrews University 1972 — 1974
Liberal Arts
Battle Creek Academy 1960 — 1972
Dish Network December 2013 - Present
Dish Network November 2012 - December 2013
Dish Network December 2011 - November 2012
Dish Network April 2011 - November 2011
Dish Network September 2010 - March 2011
Northwestern Mutual Life 2006 - 2010
Skills
Financial Analysis, Teamwork, Microsoft Excel, Customer Service, Finance, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Investments, Strategic Financial..., Public Speaking, Vendor Management, Cross-functional Team..., Data Analysis, Business Strategy, Statistics, Operating Systems, Software Development, Software Project..., Software Documentation, Forecasting, Team Leadership, Team Building, Management, Telecommunications, Process Improvement, Leadership
Education
Colorado State University 2006 — 2010
Bachelor of Science (BS), Finance
Brooks Brothers July 2014 - Present
Herb Chambers Lexus of Sharon March 2014 - July 2014
Simon & Sons Men's Clothing and Tuxedos September 2013 - March 2014
Jos. A. Bank Clothiers January 2007 - August 2013
Jos. A. Bank Clothiers August 2005 - January 2007
Creative Playthings of Charlotte, NC January 2003 - December 2004
Big Tall & All Men's Clothing July 1999 - January 2003
Northwestern Mutual Life January 1996 - January 1999
Zerden's, Inc January 1984 - January 1996
Wells Fargo Advisors January 1981 - January 1984
Skills
Apparel, Insurance, Footwear, Fashion, Merchandising, Sportswear, Annuities, Financial Planning, Investments, Customer Service, Long Term Care, Outerwear, Health Insurance, Profitability, Retail Management, Store Management, Account Management, Direct Sales, Sales, Selling, Leadership, Retail, Loss Prevention, Profit, Management, Budgets, Visual Merchandising, Inventory Management, Forecasting, Store Operations, Sales Management, Advertising, P&L, Customer Retention, Finance, Team Building, Recruiting
Education
Babson College 1977 — 1978
MBA
Northeastern University 1965 — 1970
B.S., Business Administration
Durfee HS
Liberty Mutual Insurance September 2014 - Present
Liberty Mutual Insurance March 2013 - September 2014
The Hanover Insurance Group June 2011 - March 2013
Northwestern Mutual Life 2010 - 2010
Skills
Microsoft Excel, Access, Visual Basic, Data Analysis, Business Analysis, Visio, SQL, VBA, PowerPoint, Outlook, Insurance, Microsoft Office, Microsoft Word, Windows, Java, Hyperion Interactive..., OBIEE
Education
Boston University 2007 — 2011
Bachelors of Arts in Mathematics Specialization Statistics
Ontic September 2015 - Present
Ontic BBA Aviation November 2013 - Present
Ontic BBA Aviation November 2012 - November 2013
BBA Aviation plc September 2011 - November 2012
Ontic BBA Aviation March 2011 - November 2012
Ontic BBA Aviation June 2010 - March 2011
City of Agoura Hills May 2009 - May 2010
Northwestern Mutual Life November 2008 - May 2009
Skills
Financial Analysis, Financial Modeling, Accounting, PowerPoint, Microsoft Office, Lean Manufacturing, Aerospace, Microsoft Excel, Manufacturing, Process Improvement, Forecasting, Strategic Planning, Financial Forecasting, Management, Microsoft Word, Sales, Financial Reporting, Project Planning, Finance
Education
California Lutheran University 2010 — 2012
MBA, Finance
California Lutheran University 2006 — 2010
BS, Business Administration, Emphasis in Finance
M&T Bank June 2014 - Present
M&T Bank July 2014 - June 2015
Morgan Stanley September 2013 - May 2014
Syracuse University September 2010 - May 2013
Reliance Financial Advisors, LLC May 2012 - October 2012
Northwestern Mutual Life March 2010 - August 2011
Skills
Investments, CCAR, Forecasting, Finance, Strategic Financial..., Financial & Operational..., Equity Valuation, Fixed Income, Financial Analysis, Series 7, Mutual Funds, Valuation, Financial Planning, Microsoft Office, Microsoft Excel, Financial Modeling, Portfolio Management
Education
Canisius College 2013 — 2014
Master of Business Administration (MBA), Finance, General
Syracuse University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Cum Laude
Indian River High School
Advanced Regents Diploma
Life, Health, Long Term Care, Accident & Disability Insurance Agent August 2011 - Present
John Hancock November 2006 - December 2010
Northwestern Mutual Life January 1999 - November 2006
Skills
CRM, Life Insurance, Retirement, Retirement Planning, Risk Management, Sales, Underwriting, Insurance, Financial Services, Sales Management
Education
Alverno College
CUNA Mutual Group April 2002 - Present
Mutual of America April 1999 - April 2002
Northwestern Mutual Life September 1987 - April 1999
Skills
Employee Benefits, Benefits Administration, Insurance, Onboarding, Employee Relations, HRIS, Deferred Compensation, 401k, PeopleSoft, Health Insurance, Human Resources, Disability Insurance, Performance Management, FMLA, Workers Compensation, Life Insurance, Talent Management, Applicant Tracking..., Recruiting, Talent Acquisition
Education
Ball State University - College of Business 1983 — 1987
Bachelor of Science (BS), Marketing, Mgt.
Ball State University - College of Business 1983 — 1987