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
Employee
Years
Job
Industry
Jeff Unseth Jeff Unseth's Northwestern Mutual Life Experience January 1986 - January 1993
Job at
Industry Chemicals
Experience
Dale Sorensen Real Estate, Inc. July 2015 - Present
Exit One Realty December 2013 - Present
AkzoNobel August 2008 - December 2013
Northwestern Mutual Life January 1986 - January 1993
Zales Jewelers September 1986 - September 1988
Skills
Coatings, Market Development, Key Account Management, Sales Management, New Business Development, Sales Operations, Forecasting, Product Development, Negotiation, Pricing, SAP, B2B, Sales, Account Management, Customer Service, Leadership, Contract Negotiation, Team Building, Strategic Planning, Marketing
Education
George Fox University
Bachelor of Arts, Management
Hawaii Pacific University
Dale Sorensen Real Estate, Inc. July 2015 - Present
Exit One Realty December 2013 - Present
AkzoNobel August 2008 - December 2013
Northwestern Mutual Life January 1986 - January 1993
Zales Jewelers September 1986 - September 1988
Skills
Coatings, Market Development, Key Account Management, Sales Management, New Business Development, Sales Operations, Forecasting, Product Development, Negotiation, Pricing, SAP, B2B, Sales, Account Management, Customer Service, Leadership, Contract Negotiation, Team Building, Strategic Planning, Marketing
Education
George Fox University
Bachelor of Arts, Management
Hawaii Pacific University
Mindy Anderson-Wallis Mindy Anderson-Wallis's Northwestern Mutual Life Experience 1997 - 2000
Job Product Manager Commercial Markets
Industry Insurance
Experience
IU Health Plans President / Benefits SpecialistEmployee Benefit SolutionsJanuary 1997 - May 2015
Northwestern Mutual Life 1997 - 2000
The Lafayette Life Ins. Co. May 1989 - May 1995
Aetna February 1982 - May 1989
Skills
Underwriting, Brokers, Employee Benefits, Benefits Administration, Health Insurance, Insurance, Disability Insurance, Negotiation, Health Savings Accounts, Employee Relations, Account Management, Public Speaking, Strategic Planning, Health Care Reform, Workplace Wellness, Training, Claim, Leadership, Sales, Life Insurance, Strategic Consulting, Small Business, Medicare, New Business Development, Marketing, Non-profits, Term Life Insurance, COBRA, Workers Compensation, 401k, Long-term Care, Nonprofits, Employee Wellness
Education
Indiana Wesleyan University 1992 — 1995
BSBA, Business Administration, Summa Cum Laude
Indiana University-Purdue University at Indianapolis 1984 — 1987
Purdue University 1989 — 2001
Business Administration and Management, General
Frankfort Sr. High
IU Health Plans President / Benefits SpecialistEmployee Benefit SolutionsJanuary 1997 - May 2015
Northwestern Mutual Life 1997 - 2000
The Lafayette Life Ins. Co. May 1989 - May 1995
Aetna February 1982 - May 1989
Skills
Underwriting, Brokers, Employee Benefits, Benefits Administration, Health Insurance, Insurance, Disability Insurance, Negotiation, Health Savings Accounts, Employee Relations, Account Management, Public Speaking, Strategic Planning, Health Care Reform, Workplace Wellness, Training, Claim, Leadership, Sales, Life Insurance, Strategic Consulting, Small Business, Medicare, New Business Development, Marketing, Non-profits, Term Life Insurance, COBRA, Workers Compensation, 401k, Long-term Care, Nonprofits, Employee Wellness
Education
Indiana Wesleyan University 1992 — 1995
BSBA, Business Administration, Summa Cum Laude
Indiana University-Purdue University at Indianapolis 1984 — 1987
Purdue University 1989 — 2001
Business Administration and Management, General
Frankfort Sr. High
Kathy Pfister Kathy Pfister's Northwestern Mutual Life Experience December 1998 - January 2002
Job Realtor at Coldwell Banker
Industry Real Estate
Experience
Coldwell Banker Real Estate March 2005 - Present
Keller Williams Realty October 2001 - March 2005
Northwestern Mutual Life December 1998 - January 2002
Houlihan's Restaurants, Inc. December 1988 - January 1997
Skills
First Time Home Buyers, Marketing, Move Up Buyers, Real Estate, Relocation, Buyer Representation, Investment Properties, Sellers, Residential Homes, Selling, New Home Sales, Luxury
Education
Indiana University of Pennsylvania 1980 — 1984
BS, Music Education
Coldwell Banker Real Estate March 2005 - Present
Keller Williams Realty October 2001 - March 2005
Northwestern Mutual Life December 1998 - January 2002
Houlihan's Restaurants, Inc. December 1988 - January 1997
Skills
First Time Home Buyers, Marketing, Move Up Buyers, Real Estate, Relocation, Buyer Representation, Investment Properties, Sellers, Residential Homes, Selling, New Home Sales, Luxury
Education
Indiana University of Pennsylvania 1980 — 1984
BS, Music Education
Brian Dodd's Northwestern Mutual Life Experience 1994 - 1996
Job Kforce Professional Staffing
Industry Staffing and Recruiting
Experience
Kforce Professional Staffing August 2007 - Present
Gloer 1, Inc. March 2007 - July 2007
Responsive Solutions, Inc. May 2003 - March 2007
Kforce July 1999 - May 2003
Comegys April 1996 - July 1999
Northwestern Mutual Life 1994 - 1996
Skills
Temporary Placement, Project Management, Talent Acquisition, CRM, Interviews, Staffing Services, New Business Development, Marketing, Talent Management, Sales, Quality Assurance, Technical Recruiting, Telecommunications, Staff Augmentation, Java, Applicant Tracking..., Time Management, Internet Recruiting, ERP, Help Desk Support, Vendor Management, Screening Resumes, Management, Employee Relations, Screening, Social Networking, Human Resources, Executive Search, .NET, Benefits Negotiation, Sourcing, Contract Recruitment, Onboarding, Permanent Placement, Cold Calling, Training, Recruiting, Temporary Staffing, Recruitment Advertising, Leadership, College Recruiting, Information Technology
Education
University of South Florida 1994 — 1998
Marketing, Business
Indiana University Bloomington 1990 — 1992
Business
Lakewood High School 1986 — 1990
Kforce Professional Staffing August 2007 - Present
Gloer 1, Inc. March 2007 - July 2007
Responsive Solutions, Inc. May 2003 - March 2007
Kforce July 1999 - May 2003
Comegys April 1996 - July 1999
Northwestern Mutual Life 1994 - 1996
Skills
Temporary Placement, Project Management, Talent Acquisition, CRM, Interviews, Staffing Services, New Business Development, Marketing, Talent Management, Sales, Quality Assurance, Technical Recruiting, Telecommunications, Staff Augmentation, Java, Applicant Tracking..., Time Management, Internet Recruiting, ERP, Help Desk Support, Vendor Management, Screening Resumes, Management, Employee Relations, Screening, Social Networking, Human Resources, Executive Search, .NET, Benefits Negotiation, Sourcing, Contract Recruitment, Onboarding, Permanent Placement, Cold Calling, Training, Recruiting, Temporary Staffing, Recruitment Advertising, Leadership, College Recruiting, Information Technology
Education
University of South Florida 1994 — 1998
Marketing, Business
Indiana University Bloomington 1990 — 1992
Business
Lakewood High School 1986 — 1990
Chris Burdick Chris Burdick's Northwestern Mutual Life Experience September 2010 - September 2011
Job ITOI – PC Desktop, Collaboration, and Email Group N at Northwestern Mutual
Industry Information Technology and Services
Experience
Northwestern Mutual September 2014 - Present
Milwaukee School of Engineering May 2013 - August 2014
Medical Brigades at Milwaukee School of Engineering 2013 - January 2014
Milwaukee School of Engineering December 2012 - May 2013
Northwestern Mutual May 2012 - September 2012
Northwestern Mutual Life September 2010 - September 2011
Best Buy Geek Squad May 2008 - October 2010
The Milwaukee Journal Sentinel June 2010 - September 2010
Skills
Windows 7, Mac OS, Linux, Viruses, Malware Analysis, Customer Satisfaction, Customer Experience, Software Installation, Communication Skills, Organizational..., XP, Unified Communications, Cisco UCS, Cisco Call Manager, Cisco Technologies, Microsoft Office 2010, Microsoft Office 2003, Microsoft Office 2007, Mac OS X, Fiber Optics, Network Design, A+ Certified, Network Administration, Windows Server 2003, Windows Server 2008, Symantec Antivirus, Symantec Endpoint..., Knowledge Management, Wireless Networking, Wireless Solutions, Wired Networking, Online Help, Phone Skills, Phone Etiquette, IP Phones, Training Skills, Customer Service, Computer Lab Management, Dell Workstations, Dell Computers, Decommissioning, Inventory Management, Leadership, Professional Ethics, Inter-personal, Enterasys, Microsoft Office 2013, Windows 8, Windows 8.1, Printers
Education
Milwaukee School of Engineering 2011 — 2014
Bachelor's Degree, Management Information Systems
Gateway Technical College 2009 — 2011
Associate of Applied Science, Information Technology - Network Specialist, 3.4
Milwaukee School of Engineering
Master of Business Administration (M.B.A.), Business Administration and Management, General
Northwestern Mutual September 2014 - Present
Milwaukee School of Engineering May 2013 - August 2014
Medical Brigades at Milwaukee School of Engineering 2013 - January 2014
Milwaukee School of Engineering December 2012 - May 2013
Northwestern Mutual May 2012 - September 2012
Northwestern Mutual Life September 2010 - September 2011
Best Buy Geek Squad May 2008 - October 2010
The Milwaukee Journal Sentinel June 2010 - September 2010
Skills
Windows 7, Mac OS, Linux, Viruses, Malware Analysis, Customer Satisfaction, Customer Experience, Software Installation, Communication Skills, Organizational..., XP, Unified Communications, Cisco UCS, Cisco Call Manager, Cisco Technologies, Microsoft Office 2010, Microsoft Office 2003, Microsoft Office 2007, Mac OS X, Fiber Optics, Network Design, A+ Certified, Network Administration, Windows Server 2003, Windows Server 2008, Symantec Antivirus, Symantec Endpoint..., Knowledge Management, Wireless Networking, Wireless Solutions, Wired Networking, Online Help, Phone Skills, Phone Etiquette, IP Phones, Training Skills, Customer Service, Computer Lab Management, Dell Workstations, Dell Computers, Decommissioning, Inventory Management, Leadership, Professional Ethics, Inter-personal, Enterasys, Microsoft Office 2013, Windows 8, Windows 8.1, Printers
Education
Milwaukee School of Engineering 2011 — 2014
Bachelor's Degree, Management Information Systems
Gateway Technical College 2009 — 2011
Associate of Applied Science, Information Technology - Network Specialist, 3.4
Milwaukee School of Engineering
Master of Business Administration (M.B.A.), Business Administration and Management, General
Kristina Keck Kristina Keck's Northwestern Mutual Life Experience January 1993 - January 1999
Job I help my clients manage their Fiduciary, Investment and Employee Retirement Readiness Risk.
Industry Investment Management
Experience
Woodruff-Sawyer & Co January 2013 - Present
Clearpoint Financial February 2011 - January 2013
Associated Securities October 1999 - October 2010
Eagle Group 2000 - 2004
Northwestern Mutual Life January 1993 - January 1999
United States Air Force January 1986 - January 1993
Skills
401k, Retirement, Mutual Funds, Investments, Retirement Planning, Financial Advisory, Employee Benefits, Pensions, Finance, Retirement Plan..., Insurance, Strategic Financial..., Series 63, Securities, Financial Planning, Series 6, Risk Management, Defined Benefit, Leadership, Business Planning, Management, Series 7, Due Diligence, ERISA, FINRA, Training, Asset Allocation, Investment Advisory, Small Business, Defined Contribution, Profit Sharing, Qualified Retirement..., Employer Guidance, Employee Advocate, Leading Financial Change, Financial Services, Strategic Planning, Strategy
Education
Kaplan University 2002 — 2004
Financial Planning and Services
Saint Leo University 1990 — 1993
Finance, Business
Woodruff-Sawyer & Co January 2013 - Present
Clearpoint Financial February 2011 - January 2013
Associated Securities October 1999 - October 2010
Eagle Group 2000 - 2004
Northwestern Mutual Life January 1993 - January 1999
United States Air Force January 1986 - January 1993
Skills
401k, Retirement, Mutual Funds, Investments, Retirement Planning, Financial Advisory, Employee Benefits, Pensions, Finance, Retirement Plan..., Insurance, Strategic Financial..., Series 63, Securities, Financial Planning, Series 6, Risk Management, Defined Benefit, Leadership, Business Planning, Management, Series 7, Due Diligence, ERISA, FINRA, Training, Asset Allocation, Investment Advisory, Small Business, Defined Contribution, Profit Sharing, Qualified Retirement..., Employer Guidance, Employee Advocate, Leading Financial Change, Financial Services, Strategic Planning, Strategy
Education
Kaplan University 2002 — 2004
Financial Planning and Services
Saint Leo University 1990 — 1993
Finance, Business
Teresa Fitzgerald's Northwestern Mutual Life Experience September 2007 - October 2008
Job Agency Director of Field Development
Industry Financial Services
Experience
Hoopis Financial Group August 2013 - Present
Northwestern Mutual March 2012 - August 2013
Northwestern Mutual May 2009 - May 2012
Northwestern Mutual October 2006 - November 2009
Northwestern Mutual Life September 2007 - October 2008
Northwestern Mutual Life October 2006 - September 2007
Livingston County October 2003 - November 2005
Village of Rantoul January 2003 - October 2003
Central Illinois Bank May 2001 - January 2003
Illinois State Police September 2000 - May 2001
Skills
Coaching, Retirement Planning, Insurance, Financial Analysis, Risk Management, Investments, Leadership, Microsoft Excel, Public Speaking, Sales, Marketing, Customer Service, Microsoft Office, PowerPoint, Team Building, New Business Development, Management, Account Management, Leadership Development, Financial Services, Analysis, Strategic Financial..., Financial Planning
Education
University of Illinois at Urbana-Champaign 2003 — 2003
Basic Law Enforcement, Law Enforcement
Parkland College 2001 — 2002
business
Kankakee Community College 1999 — 2001
Business, Marketing
Hoopis Financial Group August 2013 - Present
Northwestern Mutual March 2012 - August 2013
Northwestern Mutual May 2009 - May 2012
Northwestern Mutual October 2006 - November 2009
Northwestern Mutual Life September 2007 - October 2008
Northwestern Mutual Life October 2006 - September 2007
Livingston County October 2003 - November 2005
Village of Rantoul January 2003 - October 2003
Central Illinois Bank May 2001 - January 2003
Illinois State Police September 2000 - May 2001
Skills
Coaching, Retirement Planning, Insurance, Financial Analysis, Risk Management, Investments, Leadership, Microsoft Excel, Public Speaking, Sales, Marketing, Customer Service, Microsoft Office, PowerPoint, Team Building, New Business Development, Management, Account Management, Leadership Development, Financial Services, Analysis, Strategic Financial..., Financial Planning
Education
University of Illinois at Urbana-Champaign 2003 — 2003
Basic Law Enforcement, Law Enforcement
Parkland College 2001 — 2002
business
Kankakee Community College 1999 — 2001
Business, Marketing
Darrel Zeman Darrel Zeman's Northwestern Mutual Life Experience August 2003 - November 2004
Job Metalworking Specialist at Grainger
Industry Machinery
Experience
Grainger September 2013 - Present
Caterpillar Inc. April 2007 - August 2013
Northern Gear / Qualified Products October 2005 - April 2007
HB Performance Systems August 2005 - October 2005
Anchor Danly November 2004 - August 2005
Northwestern Mutual Life August 2003 - November 2004
PAMAR Metal Fabrication November 2002 - August 2003
Gosiger Wisconsin / Productivity Wisconsin October 1998 - September 2002
ArcRon Ltd. October 1996 - October 1998
Oshkosh Corporation April 1995 - October 1996
Skills
Manufacturing..., Manufacturing, Continuous Improvement, Machining, Machine Tools, Engineering, Design for Manufacturing, Automotive, Industrial Engineering, Metal Fabrication, Product Development, Fixture Design, Lean Manufacturing, Troubleshooting, Six Sigma, 5S, Value Stream Mapping, FMEA, Cnc, Kaizen, Electronics, Process Engineering, Manufacturing..., Process Improvement, Root Cause Analysis, Welding, GD&T, Mechanical Engineering, Machinery, CAD, Automation, APQP, ISO, PPAP, Product Design, Engineering Management
Education
AGMA 2011 — 2011
Gear Manufacturing
Marian University 1994 — 1997
BS, Operations Management
Moraine Park Technical College 1979 — 1984
AS, Supervisory Management, Industrial Engineering Technician
NATTC Memphis 1970 — 1971
Military, Electronics
Campbellsport High School 1966 — 1970
H.S. Diploma, Majored in Industrial Arts Program
Grainger September 2013 - Present
Caterpillar Inc. April 2007 - August 2013
Northern Gear / Qualified Products October 2005 - April 2007
HB Performance Systems August 2005 - October 2005
Anchor Danly November 2004 - August 2005
Northwestern Mutual Life August 2003 - November 2004
PAMAR Metal Fabrication November 2002 - August 2003
Gosiger Wisconsin / Productivity Wisconsin October 1998 - September 2002
ArcRon Ltd. October 1996 - October 1998
Oshkosh Corporation April 1995 - October 1996
Skills
Manufacturing..., Manufacturing, Continuous Improvement, Machining, Machine Tools, Engineering, Design for Manufacturing, Automotive, Industrial Engineering, Metal Fabrication, Product Development, Fixture Design, Lean Manufacturing, Troubleshooting, Six Sigma, 5S, Value Stream Mapping, FMEA, Cnc, Kaizen, Electronics, Process Engineering, Manufacturing..., Process Improvement, Root Cause Analysis, Welding, GD&T, Mechanical Engineering, Machinery, CAD, Automation, APQP, ISO, PPAP, Product Design, Engineering Management
Education
AGMA 2011 — 2011
Gear Manufacturing
Marian University 1994 — 1997
BS, Operations Management
Moraine Park Technical College 1979 — 1984
AS, Supervisory Management, Industrial Engineering Technician
NATTC Memphis 1970 — 1971
Military, Electronics
Campbellsport High School 1966 — 1970
H.S. Diploma, Majored in Industrial Arts Program
Ben Kotek's Northwestern Mutual Life Experience May 2010 - August 2010
Job Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte September 2012 - Present
Siemens Industry May 2011 - August 2011
Northwestern Mutual Life May 2010 - August 2010
Skills
Financial Modeling, Management Consulting, Financial Analysis, Microsoft Excel, Business Strategy, Financial Reporting, Business Intelligence, IT Strategy, Strategic Financial..., Venture Capital, Planning Budgeting &..., Additive Manufacturing, 3D Printing, Exponential Technologies, Wearables, Budgets, Forecasting, Finance, Entrepreneurship
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's Degree, Finance, Entrepreneurship & Corporate Innovation, Spanish
Escola Superior de Comerç Internacional (ESCI) 2011 — 2011
Economics, International Business, Spanish
Deloitte September 2012 - Present
Siemens Industry May 2011 - August 2011
Northwestern Mutual Life May 2010 - August 2010
Skills
Financial Modeling, Management Consulting, Financial Analysis, Microsoft Excel, Business Strategy, Financial Reporting, Business Intelligence, IT Strategy, Strategic Financial..., Venture Capital, Planning Budgeting &..., Additive Manufacturing, 3D Printing, Exponential Technologies, Wearables, Budgets, Forecasting, Finance, Entrepreneurship
Education
Indiana University - Kelley School of Business 2008 — 2012
Bachelor's Degree, Finance, Entrepreneurship & Corporate Innovation, Spanish
Escola Superior de Comerç Internacional (ESCI) 2011 — 2011
Economics, International Business, Spanish
William Clay William Clay's Northwestern Mutual Life Experience January 2009 - July 2010
Job VP Land at High Plains Energy
Industry Oil & Energy
Experience
High Plains Energy Company April 2013 - Present
Premier Parking of Tennessee, LLC July 2010 - June 2013
Northwestern Mutual Life January 2009 - July 2010
Three Crown Petroleum / High Plains Energy January 2005 - December 2008
Skills
Financial Analysis, Forecasting, Strategic Planning, Contract Negotiation, Strategic Financial..., Investments, Leadership, CRM, Asset Management, Finance, Selling, Project Management, Analysis, Mergers & Acquisitions, Accounting, Budgets, Managerial Finance, Strategy, Business Development, Management, Due Diligence, Risk Management, Negotiation, Financial Reporting, Insurance, Financial Modeling, Business Planning, Auditing, Microsoft Excel, Sales
Education
Lipscomb University 2007 — 2009
MAcc, Accounting
Lipscomb University 2005 — 2007
B.S., Accounting
George Mason University
Finance
Patrick Henry College
High Plains Energy Company April 2013 - Present
Premier Parking of Tennessee, LLC July 2010 - June 2013
Northwestern Mutual Life January 2009 - July 2010
Three Crown Petroleum / High Plains Energy January 2005 - December 2008
Skills
Financial Analysis, Forecasting, Strategic Planning, Contract Negotiation, Strategic Financial..., Investments, Leadership, CRM, Asset Management, Finance, Selling, Project Management, Analysis, Mergers & Acquisitions, Accounting, Budgets, Managerial Finance, Strategy, Business Development, Management, Due Diligence, Risk Management, Negotiation, Financial Reporting, Insurance, Financial Modeling, Business Planning, Auditing, Microsoft Excel, Sales
Education
Lipscomb University 2007 — 2009
MAcc, Accounting
Lipscomb University 2005 — 2007
B.S., Accounting
George Mason University
Finance
Patrick Henry College
Tin Tran Tin Tran's Northwestern Mutual Life Experience 2006 - 2010
Job Client Manager
Industry Insurance
Experience
Barney & Barney, a Marsh & McLennan Agency LLC Company October 2011 - Present
GNW-Evergreen Insurance Services February 2010 - October 2011
Northwestern Mutual Life 2006 - 2010
Skills
Benefits Administration, Benefits Negotiation, Open Enrollment, Marketing, Excel, PowerPoint, Word, RFP, Carrier Relationships, Proposal Writing, Employee Benefits, HRIS, Middle Market, Small Group, COBRA, Medical Carriers, Dental Carriers, Vision Plans, LTD/STD, Time Management, Basic Life, Worksite Products, Microsoft Excel, Microsoft Word, Account Management, Team Building, Workers Compensation, Benefits Management, Disability Insurance, Health Care Reform, Health Savings Accounts, Underwriting, Leadership, Financial Analysis, Health Insurance, Insurance
Education
Concordia University-Irvine 1999 — 2003
Bachelor of Arts, English
Barney & Barney, a Marsh & McLennan Agency LLC Company October 2011 - Present
GNW-Evergreen Insurance Services February 2010 - October 2011
Northwestern Mutual Life 2006 - 2010
Skills
Benefits Administration, Benefits Negotiation, Open Enrollment, Marketing, Excel, PowerPoint, Word, RFP, Carrier Relationships, Proposal Writing, Employee Benefits, HRIS, Middle Market, Small Group, COBRA, Medical Carriers, Dental Carriers, Vision Plans, LTD/STD, Time Management, Basic Life, Worksite Products, Microsoft Excel, Microsoft Word, Account Management, Team Building, Workers Compensation, Benefits Management, Disability Insurance, Health Care Reform, Health Savings Accounts, Underwriting, Leadership, Financial Analysis, Health Insurance, Insurance
Education
Concordia University-Irvine 1999 — 2003
Bachelor of Arts, English
Amy Tolson Amy Tolson's Northwestern Mutual Life Experience May 2006 - January 2007
Job Reporter/Editor
Industry Writing and Editing
Experience
Tennessee Valley Printing October 2009 - Present
St. John the Baptist November 2009 - Present
Milwaukee Journal Sentinel December 2008 - August 2009
Milwaukee Catholic Herald September 2004 - November 2008
Milwaukee Journal Sentinel January 2007 - August 2007
Northwestern Mutual Life May 2006 - January 2007
Le Sueur News-Herald August 1999 - August 2003
Education
Marquette University 2003 — 2007
BA, Journalism, Political Science
Tennessee Valley Printing October 2009 - Present
St. John the Baptist November 2009 - Present
Milwaukee Journal Sentinel December 2008 - August 2009
Milwaukee Catholic Herald September 2004 - November 2008
Milwaukee Journal Sentinel January 2007 - August 2007
Northwestern Mutual Life May 2006 - January 2007
Le Sueur News-Herald August 1999 - August 2003
Education
Marquette University 2003 — 2007
BA, Journalism, Political Science
Alan Goldenberg Alan Goldenberg's Northwestern Mutual Life Experience March 1984 - Present
Job Financial Representative at Northwestern Mutual Life
Industry Insurance
Experience
Northwestern Mutual Life March 1984 - Present
Skills
Investments, Insurance, Series 7, Mutual Funds, Strategic Financial..., Retirement Planning, Health Insurance, Underwriting, Series 63, Portfolio Management, Risk Management, Estate Planning, Sales, Financial Services, Wealth Management, Securities
Education
The American College
Chartered Financial Consultant (ChFC)
Cornell University 1962 — 1966
Bachelor, Engineering
The American College
Chartered Life Underwriter (CLU)
Northwestern Mutual Life March 1984 - Present
Skills
Investments, Insurance, Series 7, Mutual Funds, Strategic Financial..., Retirement Planning, Health Insurance, Underwriting, Series 63, Portfolio Management, Risk Management, Estate Planning, Sales, Financial Services, Wealth Management, Securities
Education
The American College
Chartered Financial Consultant (ChFC)
Cornell University 1962 — 1966
Bachelor, Engineering
The American College
Chartered Life Underwriter (CLU)
Kelmend Rugova's Northwestern Mutual Life Experience September 2008 - December 2008
Job Financial Specialist (Licensed) at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc. August 2012 - March 2013
Haver Analytics December 2010 - April 2011
RMR Premier November 2008 - December 2009
Northwestern Mutual Life September 2008 - December 2008
Volunteer for Mike Bloomberg June 2005 - September 2005
Skills
Report Writing, Management, Fixed Income, Equity Research, Equities, Data Analysis, Financial Analysis, Valuation, Hedge Funds, Bloomberg, Options, Bloomberg Terminal, Budgets, Financial Modeling
Education
Fordham University 2007 — 2010
B.S., Finance
Santander Consumer USA Inc. August 2012 - March 2013
Haver Analytics December 2010 - April 2011
RMR Premier November 2008 - December 2009
Northwestern Mutual Life September 2008 - December 2008
Volunteer for Mike Bloomberg June 2005 - September 2005
Skills
Report Writing, Management, Fixed Income, Equity Research, Equities, Data Analysis, Financial Analysis, Valuation, Hedge Funds, Bloomberg, Options, Bloomberg Terminal, Budgets, Financial Modeling
Education
Fordham University 2007 — 2010
B.S., Finance
Brad Stern Brad Stern's Northwestern Mutual Life Experience 1999 - 2000
Job Owner, Part & Parcel
Industry Real Estate
Experience
Part & Parcel August 2004 - Present
First Federal Bank 2002 - 2003
Bank of the West 2001 - 2002
Arthur Andersen 2000 - 2001
Northwestern Mutual Life 1999 - 2000
Education
Macquarie University
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration (MBA)
University of California, San Diego
BA, Political Science
Part & Parcel August 2004 - Present
First Federal Bank 2002 - 2003
Bank of the West 2001 - 2002
Arthur Andersen 2000 - 2001
Northwestern Mutual Life 1999 - 2000
Education
Macquarie University
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration (MBA)
University of California, San Diego
BA, Political Science
Chris Korjenek, MBA, CAE Chris Korjenek, MBA, CAE's Northwestern Mutual Life Experience February 1989 - June 1999
Job Associate Director at Marquette University Center for Real Estate
Industry Commercial Real Estate
Experience
Marquette University Center for Real Estate August 2015 - Present
Advanced Association Management June 2014 - Present
NAIOP-WI July 2007 - April 2015
Inland Companies April 2004 - July 2007
Draper and Kramer October 1998 - April 2004
Northwestern Mutual Life February 1989 - June 1999
Skills
Real Estate Development, Real Estate, Asset Managment, Property Management, Financial Analysis, Non-profit Management..., Management, Commercial Real Estate, Real Estate Economics, Leases, Disposition, Business Development, Location Intelligence, Corporate Real Estate, Brokerage, Lease Negotiations, Event Planning, Strategic Planning, Association Management, Entitlements, Real Estate Financing, Asset Management, Dispositions
Education
UW Milwaukee Helen Bader School of Non-Profit Management 2011 — 2014
Certificate of Non-profit Management, Non-Profit/Public/Organizational Management, Certificate
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Real Estate
University of Wisconsin-Milwaukee - Lubar School of Business 1984 — 1988
BA, Marketing
Ozaukee High School
Marquette University Center for Real Estate August 2015 - Present
Advanced Association Management June 2014 - Present
NAIOP-WI July 2007 - April 2015
Inland Companies April 2004 - July 2007
Draper and Kramer October 1998 - April 2004
Northwestern Mutual Life February 1989 - June 1999
Skills
Real Estate Development, Real Estate, Asset Managment, Property Management, Financial Analysis, Non-profit Management..., Management, Commercial Real Estate, Real Estate Economics, Leases, Disposition, Business Development, Location Intelligence, Corporate Real Estate, Brokerage, Lease Negotiations, Event Planning, Strategic Planning, Association Management, Entitlements, Real Estate Financing, Asset Management, Dispositions
Education
UW Milwaukee Helen Bader School of Non-Profit Management 2011 — 2014
Certificate of Non-profit Management, Non-Profit/Public/Organizational Management, Certificate
DePaul University - Charles H. Kellstadt Graduate School of Business 2001 — 2003
MBA, Real Estate
University of Wisconsin-Milwaukee - Lubar School of Business 1984 — 1988
BA, Marketing
Ozaukee High School
Angela Day-Keith Angela Day-Keith's Northwestern Mutual Life Experience October 2007 - January 2009
Job Senior Business System Analyst at Codeworks, Inc.
Industry Information Technology and Services
Experience
Codeworks, Inc. July 2014 - Present
US Bank October 2011 - June 2014
US Bank August 2010 - October 2011
DentaQuest March 2010 - May 2010
Northwestern Mutual (contractor) October 2009 - December 2009
Northwestern Mutual Life October 2007 - January 2009
We Energies June 1999 - July 2007
ABB 2007 - 2007
Skills
Business Analysis, SDLC, Requirements Analysis, Process Improvement, Software Project..., Visio, SQL, SharePoint, Project Management, Program Management, Software Documentation, Access, Change Management, ETL, Project Planning, Management, Java, Customer Service, SAP, Microsoft Office, Leadership, Unix, Requirements Gathering
Education
Lakeland College 1995 — 1997
BA, Computer Science
University of Wisconsin-Milwaukee 1989 — 1992
Codeworks, Inc. July 2014 - Present
US Bank October 2011 - June 2014
US Bank August 2010 - October 2011
DentaQuest March 2010 - May 2010
Northwestern Mutual (contractor) October 2009 - December 2009
Northwestern Mutual Life October 2007 - January 2009
We Energies June 1999 - July 2007
ABB 2007 - 2007
Skills
Business Analysis, SDLC, Requirements Analysis, Process Improvement, Software Project..., Visio, SQL, SharePoint, Project Management, Program Management, Software Documentation, Access, Change Management, ETL, Project Planning, Management, Java, Customer Service, SAP, Microsoft Office, Leadership, Unix, Requirements Gathering
Education
Lakeland College 1995 — 1997
BA, Computer Science
University of Wisconsin-Milwaukee 1989 — 1992
Robert Pulles, CFP Robert Pulles, CFP's Northwestern Mutual Life Experience January 1991 - October 2000
Job Senior Financial Services Representative, Princor Registered Representative, Financial Advisor
Industry Financial Services
Experience
Principal Financial Group 2006 - Present
John Hancock Financial Network/Global Solutions January 2004 - December 2005
SunTrust Bank October 2000 - November 2003
Northwestern Mutual Life January 1991 - October 2000
Barnett Bank June 1987 - December 1990
Skills
Wealth Management, Estate Planning, Retirement Planning, 401k Rollovers, Investment Advisory, Saving for Education, Fixed Annuities, Strategic Financial..., Series 63, Series 7, Investments, Term Life Insurance, Universial life..., Whole Life Insurance, Informal Business...
Education
Florida International University 1986 — 1987
BBA, Finance
Principal Financial Group 2006 - Present
John Hancock Financial Network/Global Solutions January 2004 - December 2005
SunTrust Bank October 2000 - November 2003
Northwestern Mutual Life January 1991 - October 2000
Barnett Bank June 1987 - December 1990
Skills
Wealth Management, Estate Planning, Retirement Planning, 401k Rollovers, Investment Advisory, Saving for Education, Fixed Annuities, Strategic Financial..., Series 63, Series 7, Investments, Term Life Insurance, Universial life..., Whole Life Insurance, Informal Business...
Education
Florida International University 1986 — 1987
BBA, Finance
Sara Schlobohm Rivera's Northwestern Mutual Life Experience 1996 - 1999
Job Sales & Marketing Professional
Industry Security and Investigations
Experience
Whelan Security April 2009 - Present
United Elevator June 2004 - April 2009
Dallas Crowd 2008 - 2008
Stutzman, Bromberg, Esserman & Plifka May 2003 - June 2004
Ashcraft Law Firm April 2002 - May 2003
Precision Interconnect 2000 - 2002
S.P. Precision International 1999 - 2000
Northwestern Mutual Life 1996 - 1999
Skills
New Business Development, Sales Operations, Account Management, Customer Service, Sales, Procurement, Team Building, Sales Management, Marketing, Leadership, Management, Manufacturing, Microsoft Office, Security, Time Management, Proposal Writing, Public Speaking, Advertising, Business Strategy, Contract Negotiation, Operations Management, Budgets, Recruiting, Training, Program Management, Analysis, Business Development, Team Leadership, Negotiation, Cold Calling, Networking, Direct Sales, Strategic Planning, Leadership Development, Marketing Strategy
Education
LeTourneau University 2004 — 2007
MBA, International Business
LeTourneau University 2002 — 2004
BBM, Business Management
Portland Community College 1997 — 2000
Associate, Industrial Design/Drafting
Portland Community College 1994 — 1996
Associates, General Studies
Hillsboro High School 1990 — 1993
Midlothian High School 1989 — 1990
Whelan Security April 2009 - Present
United Elevator June 2004 - April 2009
Dallas Crowd 2008 - 2008
Stutzman, Bromberg, Esserman & Plifka May 2003 - June 2004
Ashcraft Law Firm April 2002 - May 2003
Precision Interconnect 2000 - 2002
S.P. Precision International 1999 - 2000
Northwestern Mutual Life 1996 - 1999
Skills
New Business Development, Sales Operations, Account Management, Customer Service, Sales, Procurement, Team Building, Sales Management, Marketing, Leadership, Management, Manufacturing, Microsoft Office, Security, Time Management, Proposal Writing, Public Speaking, Advertising, Business Strategy, Contract Negotiation, Operations Management, Budgets, Recruiting, Training, Program Management, Analysis, Business Development, Team Leadership, Negotiation, Cold Calling, Networking, Direct Sales, Strategic Planning, Leadership Development, Marketing Strategy
Education
LeTourneau University 2004 — 2007
MBA, International Business
LeTourneau University 2002 — 2004
BBM, Business Management
Portland Community College 1997 — 2000
Associate, Industrial Design/Drafting
Portland Community College 1994 — 1996
Associates, General Studies
Hillsboro High School 1990 — 1993
Midlothian High School 1989 — 1990
Jim Hopgood, ChFC,CLU, RHU Jim Hopgood, ChFC,CLU, RHU's Northwestern Mutual Life Experience October 1975 - January 1995
Job Partner at Ascension Partners, LLC
Industry Financial Services
Experience
Ascension Partners, LLC March 2011 - Present
Bollinger Insurance June 2006 - March 2011
Windsor Benefit Consultants Inc. January 1995 - June 2006
Northwestern Mutual Life October 1975 - January 1995
Skills
Analysis, Consulting, Creativity, Economic Modeling, Health Savings Accounts, Brokers, Start-ups, Property & Casualty..., Strategic Partnerships, Life Insurance, Management, Leadership, Employee Benefits, Mergers & Acquisitions, Insurance, Insurance Brokerage, Business Strategy
Education
The American College 1980 — 1985
Chartered Life Underwriter, Registered Health Underwriter, Chartered Financial Consultant, Insurance
Hartwick College 1971 — 1975
Bachelor of Science (BS), Economics
Ascension Partners, LLC March 2011 - Present
Bollinger Insurance June 2006 - March 2011
Windsor Benefit Consultants Inc. January 1995 - June 2006
Northwestern Mutual Life October 1975 - January 1995
Skills
Analysis, Consulting, Creativity, Economic Modeling, Health Savings Accounts, Brokers, Start-ups, Property & Casualty..., Strategic Partnerships, Life Insurance, Management, Leadership, Employee Benefits, Mergers & Acquisitions, Insurance, Insurance Brokerage, Business Strategy
Education
The American College 1980 — 1985
Chartered Life Underwriter, Registered Health Underwriter, Chartered Financial Consultant, Insurance
Hartwick College 1971 — 1975
Bachelor of Science (BS), Economics
J. Stephen Smith J. Stephen Smith's Northwestern Mutual Life Experience 1991 - 1992
Job Attorney at Graydon Head & Ritchey, LLP
Industry Law Practice
Experience
Graydon Head & Ritchey, LLP October 2007 - Present
Davidson Rieger Oldfield Smith, PLLC January 2006 - October 2007
Taft Stettinius & Hollister LLP June 2000 - January 2006
Ziegler & Schneider, P.S.C. January 1998 - June 2000
Law office of J. Stephen Smith October 1995 - January 1998
Northwestern Mutual Life 1991 - 1992
CIGNA Group Insurance 1988 - 1989
Skills
Litigation, Construction Law, White Collar Criminal..., Commercial Litigation, Civil Litigation, Mediation, Corporate Law, Employment Law, Securities Litigation, Legal Research, Criminal Law, Arbitration, Licensing, Trial Practice, Litigation Support, Appeals, Dispute Resolution, Alternative Dispute..., Trade Secrets, Courts, Product Liability, Legal Writing, Class Actions, Westlaw, Wills, Bankruptcy, Business Litigation, Intellectual Property, Torts, Personal Injury, Trials, Lexis, Criminal Defense
Education
University of Cincinnati College of Law 1992 — 1995
J.D., Law
Wirtschaftsuniversität Wien 1990 — 1990
Summer Study-Non Degree, History/Economics
University of Kentucky 1989 — 1990
M.A., Negotiation & Economics
Denison University 1984 — 1988
B.A., History
Institut catholique de Paris 1987 — 1987
Summer Study-Non Degree, French
The University of Edinburgh 1986 — 1987
Junior Year Abroad-Non Degree, Chinese
Graydon Head & Ritchey, LLP October 2007 - Present
Davidson Rieger Oldfield Smith, PLLC January 2006 - October 2007
Taft Stettinius & Hollister LLP June 2000 - January 2006
Ziegler & Schneider, P.S.C. January 1998 - June 2000
Law office of J. Stephen Smith October 1995 - January 1998
Northwestern Mutual Life 1991 - 1992
CIGNA Group Insurance 1988 - 1989
Skills
Litigation, Construction Law, White Collar Criminal..., Commercial Litigation, Civil Litigation, Mediation, Corporate Law, Employment Law, Securities Litigation, Legal Research, Criminal Law, Arbitration, Licensing, Trial Practice, Litigation Support, Appeals, Dispute Resolution, Alternative Dispute..., Trade Secrets, Courts, Product Liability, Legal Writing, Class Actions, Westlaw, Wills, Bankruptcy, Business Litigation, Intellectual Property, Torts, Personal Injury, Trials, Lexis, Criminal Defense
Education
University of Cincinnati College of Law 1992 — 1995
J.D., Law
Wirtschaftsuniversität Wien 1990 — 1990
Summer Study-Non Degree, History/Economics
University of Kentucky 1989 — 1990
M.A., Negotiation & Economics
Denison University 1984 — 1988
B.A., History
Institut catholique de Paris 1987 — 1987
Summer Study-Non Degree, French
The University of Edinburgh 1986 — 1987
Junior Year Abroad-Non Degree, Chinese
Bo Wilkins's Northwestern Mutual Life Experience 1992 - 1999
Job Member at SoundRiver Advisors
Industry Financial Services
Experience
SoundRiver Advisors 2013 - Present
Reliance Trust Company 2012 - 2012
Nease, Lagana, Eden & Culley 1999 - 2011
Northwestern Mutual Life 1992 - 1999
Education
Hampden-Sydney College 1988 — 1992
Bachelor of Arts (B.A.), History and German
SoundRiver Advisors 2013 - Present
Reliance Trust Company 2012 - 2012
Nease, Lagana, Eden & Culley 1999 - 2011
Northwestern Mutual Life 1992 - 1999
Education
Hampden-Sydney College 1988 — 1992
Bachelor of Arts (B.A.), History and German
Aharon Brewer's Northwestern Mutual Life Experience January 1984 - 1987
Job Owner / CEO at Denver Gold and Silver Exchange
Industry Retail
Experience
Denver Gold and Silver Exchange May 2011 - Present
Jewish Recipes 2002 - Present
MileChai.com June 1998 - Present
Aharon's Jewish Books and Judaica June 1997 - Present
Aharon's Jewish Books and Judaica June 1997 - Present
Northwestern Mutual Life January 1984 - 1987
Education
Florida State University - College of Business 1971 — 1978
Masters, Economics
Denver Gold and Silver Exchange May 2011 - Present
Jewish Recipes 2002 - Present
MileChai.com June 1998 - Present
Aharon's Jewish Books and Judaica June 1997 - Present
Aharon's Jewish Books and Judaica June 1997 - Present
Northwestern Mutual Life January 1984 - 1987
Education
Florida State University - College of Business 1971 — 1978
Masters, Economics
Coray Grove's Northwestern Mutual Life Experience December 1991 - March 1998
Job Principal & CoFounder, Integrated Payroll Services (iPS)
Industry Information Technology and Services
Experience
Integrated Payroll Services (iPS) March 2005 - Present
Automatic Data Processing March 1998 - February 2005
Northwestern Mutual Life December 1991 - March 1998
Skills
Employee Benefits, SaaS, HRIS, Human Resources, Payroll, Employee Relations, Talent Acquisition, Strategic Planning, Salesforce.com, Talent Management, Performance Management, Team Building, Recruiting, Solution Selling, New Business Development, Onboarding, Applicant Tracking..., Account Management, Sales Process, Sales, Leadership, Executive Management, Start-ups, Outsourcing, Strategy
Education
Webster University 2000 — 2002
MBA, Business
Illinois College 1988 — 1993
BS, Economics, Sociology
Integrated Payroll Services (iPS) March 2005 - Present
Automatic Data Processing March 1998 - February 2005
Northwestern Mutual Life December 1991 - March 1998
Skills
Employee Benefits, SaaS, HRIS, Human Resources, Payroll, Employee Relations, Talent Acquisition, Strategic Planning, Salesforce.com, Talent Management, Performance Management, Team Building, Recruiting, Solution Selling, New Business Development, Onboarding, Applicant Tracking..., Account Management, Sales Process, Sales, Leadership, Executive Management, Start-ups, Outsourcing, Strategy
Education
Webster University 2000 — 2002
MBA, Business
Illinois College 1988 — 1993
BS, Economics, Sociology
Arthur H Calton Jr Arthur H Calton Jr's Northwestern Mutual Life Experience January 2009 - January 2012
Job Staff Singer at St. Martin's Episcopal Church
Industry Music
Experience
St. Martin's Episcopal Church October 2007 - Present
Northwestern Mutual Life January 2009 - January 2012
Radio Shack February 2005 - February 2008
Skills
Singing, Choral, Sales, Marketing Strategy, Marketing, Band, Leadership, Social Media, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Management, Microsoft Office, Strategic Planning, Public Relations, Nonprofits, Music Education, Music, Teaching, Event Management
Education
University of Houston 2007 — 2011
Music Business, Vocal Performance, Marketing, Business Administration
Loyola University New Orleans 1999 — 2003
Bachelor of Music, Music Performance
Immaculata High School 1995 — 1999
St. Martin's Episcopal Church October 2007 - Present
Northwestern Mutual Life January 2009 - January 2012
Radio Shack February 2005 - February 2008
Skills
Singing, Choral, Sales, Marketing Strategy, Marketing, Band, Leadership, Social Media, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Management, Microsoft Office, Strategic Planning, Public Relations, Nonprofits, Music Education, Music, Teaching, Event Management
Education
University of Houston 2007 — 2011
Music Business, Vocal Performance, Marketing, Business Administration
Loyola University New Orleans 1999 — 2003
Bachelor of Music, Music Performance
Immaculata High School 1995 — 1999
Brad Thompson Brad Thompson's Northwestern Mutual Life Experience March 1998 - June 1999
Job LION, 9k, Independent Heritage Living Trust Agent, hiskfs@gmail.com
Industry Financial Services
Experience
Heritage Living Trust May 2011 - Present
H&R Block December 2008 - April 2012
Edward Jones Investments June 2009 - March 2011
Self Employed Insurance Broker May 2008 - May 2009
Van Kampen Investments (Morgan Stanley) June 1999 - March 2008
Northwestern Mutual Life March 1998 - June 1999
Northwestern Mutual Life January 1995 - March 1998
Skills
Series 7, Series 63, Series 6, Series 65, Michigan & Illinois..., Investments, Retirement Planning, Asset Allocation, Independent Financial..., Financial Advisory, Mutual Funds, ETFs, Retirement, Retirement Plan..., 401k, 401k Rollovers, Wealth Management, Variable Annuities
Education
Tax Training School of H&R Block 2008 — 2008
Tax
The American College 1996 — 1997
Chartered Life Underwriter (CLU) 6 of 10 classes
Northern Illinois University 1993 — 1994
BS, Finance
Sauk Valley Community College 1991 — 1993
AS, Business
Maranatha Baptist University 1989 — 1991
Math
Heritage Living Trust May 2011 - Present
H&R Block December 2008 - April 2012
Edward Jones Investments June 2009 - March 2011
Self Employed Insurance Broker May 2008 - May 2009
Van Kampen Investments (Morgan Stanley) June 1999 - March 2008
Northwestern Mutual Life March 1998 - June 1999
Northwestern Mutual Life January 1995 - March 1998
Skills
Series 7, Series 63, Series 6, Series 65, Michigan & Illinois..., Investments, Retirement Planning, Asset Allocation, Independent Financial..., Financial Advisory, Mutual Funds, ETFs, Retirement, Retirement Plan..., 401k, 401k Rollovers, Wealth Management, Variable Annuities
Education
Tax Training School of H&R Block 2008 — 2008
Tax
The American College 1996 — 1997
Chartered Life Underwriter (CLU) 6 of 10 classes
Northern Illinois University 1993 — 1994
BS, Finance
Sauk Valley Community College 1991 — 1993
AS, Business
Maranatha Baptist University 1989 — 1991
Math
Tony Tedesco Tony Tedesco's Northwestern Mutual Life Experience 2000 - 2000
Job Senior Functional Analyst at US Information Technologies
Industry Information Technology and Services
Experience
US Information Technologies February 2011 - Present
MMY Consulting April 2009 - February 2011
F&W Media February 2009 - January 2010
F&W Publication, Inc. February 2007 - April 2009
FW Publications February 2007 - April 2009
Franz CPAs, Inc January 2003 - May 2005
Northwestern Mutual Life 2000 - 2000
Skills
Oracle Applications, Excel, Oracle General Ledger, General Ledger, Oracle E-Business Suite, Accounts Receivable, Hyperion, Business Analysis, Analysis, Microsoft Office, Budgeting, Business Process, Accounts Payable, Accounting, Testing, Essbase, Oracle Financials, Microsoft Excel, Visio, Business Process..., SDLC, Oracle, Internal Controls, Requirements Analysis, Budgets, Security, Integration, Oracle HR, Data Modeling, Business Intelligence, ERP, SharePoint, Payroll, Software Project..., Hyperion Planning, Vendor Management, Crystal Reports, Software Documentation, Consulting, Process Improvement, Training, Program Management, Systems Analysis, Leadership, Requirements Gathering, Finance, Enterprise Architecture, Hyperion Enterprise, Databases, SQL
Education
Indiana Wesleyan University 2003 — 2004
Miami University 1998 — 2002
BA, Accounting
US Information Technologies February 2011 - Present
MMY Consulting April 2009 - February 2011
F&W Media February 2009 - January 2010
F&W Publication, Inc. February 2007 - April 2009
FW Publications February 2007 - April 2009
Franz CPAs, Inc January 2003 - May 2005
Northwestern Mutual Life 2000 - 2000
Skills
Oracle Applications, Excel, Oracle General Ledger, General Ledger, Oracle E-Business Suite, Accounts Receivable, Hyperion, Business Analysis, Analysis, Microsoft Office, Budgeting, Business Process, Accounts Payable, Accounting, Testing, Essbase, Oracle Financials, Microsoft Excel, Visio, Business Process..., SDLC, Oracle, Internal Controls, Requirements Analysis, Budgets, Security, Integration, Oracle HR, Data Modeling, Business Intelligence, ERP, SharePoint, Payroll, Software Project..., Hyperion Planning, Vendor Management, Crystal Reports, Software Documentation, Consulting, Process Improvement, Training, Program Management, Systems Analysis, Leadership, Requirements Gathering, Finance, Enterprise Architecture, Hyperion Enterprise, Databases, SQL
Education
Indiana Wesleyan University 2003 — 2004
Miami University 1998 — 2002
BA, Accounting
Edward (Teddy) Wiegand Edward (Teddy) Wiegand's Northwestern Mutual Life Experience September 1990 - December 1990
Job VP Enterprise Business Development
Industry Management Consulting
Experience
Dale Carnegie May 2010 - Present
ThreeWill December 2009 - April 2010
Vicar Companies April 2002 - August 2008
Imaging Portals August 2000 - January 2002
Ricoh Corporation August 1995 - August 2000
Ernst & Young December 1990 - June 1991
Apple Computer February 1989 - February 1991
Northwestern Mutual Life September 1990 - December 1990
Skills
Sales, New Business Development, Key Account Development, Contract Negotiation, Solution Selling, Business Strategy, Team Building, Strategic Partnerships, Management Consulting, Consultative Selling, Energy Management, Selling, Consultancy, Negotiation, Analysis, Portfolio Management, Strategic Planning, Change Management, Executive Coaching, Leadership Development, Coaching, Customer Relations, Change, SharePoint, Start-ups, Small Business, Public Speaking, Engagement, Mentoring, Strategy Development, Entrepreneur, Sales Management, Executive Relationship..., Revenue & Profit Growth, Managing Partner..., Customized Solution..., New Market Penetration, Branding & Positioning, Key Account Management, Team Building Success, Entrepreneurship, Sales Presentations, SaaS, Salesforce.com, Professional Services, Training, Business Development, CRM, Leadership, Management
Education
Fordham University 1988 — 1991
BS, Marketing & Economics
Xavier High School 1983 — 1986
Emory University
Evening Program
Dale Carnegie May 2010 - Present
ThreeWill December 2009 - April 2010
Vicar Companies April 2002 - August 2008
Imaging Portals August 2000 - January 2002
Ricoh Corporation August 1995 - August 2000
Ernst & Young December 1990 - June 1991
Apple Computer February 1989 - February 1991
Northwestern Mutual Life September 1990 - December 1990
Skills
Sales, New Business Development, Key Account Development, Contract Negotiation, Solution Selling, Business Strategy, Team Building, Strategic Partnerships, Management Consulting, Consultative Selling, Energy Management, Selling, Consultancy, Negotiation, Analysis, Portfolio Management, Strategic Planning, Change Management, Executive Coaching, Leadership Development, Coaching, Customer Relations, Change, SharePoint, Start-ups, Small Business, Public Speaking, Engagement, Mentoring, Strategy Development, Entrepreneur, Sales Management, Executive Relationship..., Revenue & Profit Growth, Managing Partner..., Customized Solution..., New Market Penetration, Branding & Positioning, Key Account Management, Team Building Success, Entrepreneurship, Sales Presentations, SaaS, Salesforce.com, Professional Services, Training, Business Development, CRM, Leadership, Management
Education
Fordham University 1988 — 1991
BS, Marketing & Economics
Xavier High School 1983 — 1986
Emory University
Evening Program
Steve Slykhuis Steve Slykhuis's Northwestern Mutual Life Experience January 1995 - January 1996
Job Outside Sales Representative at National Write Your Congressman
Industry Marketing and Advertising
Experience
National Write Your Congressman May 2013 - Present
Duane Svec Advertising 2007 - Present
Duane Svec Advertising January 2006 - Present
Flatland Truck & 4 Wheel Drive January 2005 - January 2007
Ecolab 2001 - 2006
Ecolab January 2001 - January 2005
Slykhuis Sales Co January 1998 - January 2001
Tru-Green Chem Lawn January 1997 - January 1998
Northwestern Mutual Life January 1995 - January 1996
Skills
Customer Service, Sales, Marketing, Product Development, Sales Operations, Public Relations, B2B, Trade Shows, Budgets, Direct Sales, Strategy, Advertising, Lead Generation, Public Speaking, New Business Development, Market Planning, Insurance, Contract Negotiation, Coaching, Event Management, Social Media, Fundraising, Team Building, Marketing Strategy, Nonprofits, Account Management, Outside Sales
Education
Doane College
B.A., Public Administration
Doane College
Bachelor of Arts, Public Administration
National Write Your Congressman May 2013 - Present
Duane Svec Advertising 2007 - Present
Duane Svec Advertising January 2006 - Present
Flatland Truck & 4 Wheel Drive January 2005 - January 2007
Ecolab 2001 - 2006
Ecolab January 2001 - January 2005
Slykhuis Sales Co January 1998 - January 2001
Tru-Green Chem Lawn January 1997 - January 1998
Northwestern Mutual Life January 1995 - January 1996
Skills
Customer Service, Sales, Marketing, Product Development, Sales Operations, Public Relations, B2B, Trade Shows, Budgets, Direct Sales, Strategy, Advertising, Lead Generation, Public Speaking, New Business Development, Market Planning, Insurance, Contract Negotiation, Coaching, Event Management, Social Media, Fundraising, Team Building, Marketing Strategy, Nonprofits, Account Management, Outside Sales
Education
Doane College
B.A., Public Administration
Doane College
Bachelor of Arts, Public Administration
Erich Held, CIC, LUTCF Erich Held, CIC, LUTCF's Northwestern Mutual Life Experience June 2000 - December 2001
Job Farmers Insurance The Held Agency, LLC
Industry Insurance
Experience
Farmers Insurance Group December 2001 - Present
Park District of Highland Park 1992 - 2005
Self Employed 1988 - 2005
Northwestern Mutual Life June 2000 - December 2001
Rinkside Sports 1998 - 2001
Niles Park District 1995 - 1998
Winnetka Park District 1988 - 1992
Skills
Direct Sales, Product Marketing, Business Operations..., Commercial Insurance, General Insurance, Benefits, Small Business, Workers Compensation, Insurance, Life Insurance, Property, Social Networking, Social Media Marketing, Employee Benefits, Training, Term Life Insurance, Umbrella Insurance, Motorcycle, Risk Management, Casualty, Health Insurance, Legal Liability, Fixed Annuities, Property & Casualty..., Property
Education
The American College 2005 — 2005
LUTCF, Life Underwriter Training Council Fellow
Elmhurst College 1991 — 1995
BA, Business Management
Farmers Insurance Group December 2001 - Present
Park District of Highland Park 1992 - 2005
Self Employed 1988 - 2005
Northwestern Mutual Life June 2000 - December 2001
Rinkside Sports 1998 - 2001
Niles Park District 1995 - 1998
Winnetka Park District 1988 - 1992
Skills
Direct Sales, Product Marketing, Business Operations..., Commercial Insurance, General Insurance, Benefits, Small Business, Workers Compensation, Insurance, Life Insurance, Property, Social Networking, Social Media Marketing, Employee Benefits, Training, Term Life Insurance, Umbrella Insurance, Motorcycle, Risk Management, Casualty, Health Insurance, Legal Liability, Fixed Annuities, Property & Casualty..., Property
Education
The American College 2005 — 2005
LUTCF, Life Underwriter Training Council Fellow
Elmhurst College 1991 — 1995
BA, Business Management
Joel L. Wenk Joel L. Wenk's Northwestern Mutual Life Experience May 1983 - November 1984
Job Attorney at Law
Industry Law Practice
Experience
Law (Sole Practitioner) February 1999 - Present
AT&T November 1984 - June 1997
Northwestern Mutual Life May 1983 - November 1984
Skills
Real Estate Transactions, Real Estate Lawyer, Represent Real Estate..., Represent Real Estate..., Represent Real Estate..., Buyer Representation, Sellers, Sales, Collaborative Law, Title Insurance, Closings, Wills, Real Property, Powers of Attorney, Trusts, Estate Administration, Commercial Litigation, Litigation
Education
The Dickinson School of Law 1990 — 1994
JD, Law
St. Lawrence University 1979 — 1983
BS, Psychology
Indian River Central High School 1973 — 1979
Law (Sole Practitioner) February 1999 - Present
AT&T November 1984 - June 1997
Northwestern Mutual Life May 1983 - November 1984
Skills
Real Estate Transactions, Real Estate Lawyer, Represent Real Estate..., Represent Real Estate..., Represent Real Estate..., Buyer Representation, Sellers, Sales, Collaborative Law, Title Insurance, Closings, Wills, Real Property, Powers of Attorney, Trusts, Estate Administration, Commercial Litigation, Litigation
Education
The Dickinson School of Law 1990 — 1994
JD, Law
St. Lawrence University 1979 — 1983
BS, Psychology
Indian River Central High School 1973 — 1979
Erika Heinzle, MS, LPC Erika Heinzle, MS, LPC's Northwestern Mutual Life Experience 1998 - 1999
Job Counseling & Coaching
Industry Mental Health Care
Experience
Erika Heinzle, MS, LPC, LLC July 2014 - Present
SEB Health, Inc. 2009 - June 2014
Action, Inc. November 2009 - June 2010
Ft. McPherson Army Base Behavioral Science Svcs August 2008 - May 2009
Wachovia Securities/Wachovia Bank 2005 - 2007
Child Guidance Center 2005 - 2005
Ernst & Young 2003 - 2005
Fabulously Organized 2001 - 2003
WFOX-FM 2000 - 2001
Northwestern Mutual Life 1998 - 1999
Skills
Premarital Counseling, Newlywed Counseling, Stress Management, Career Counseling, Coaching, Adolescents, Seniors, Personal Development, Family Therapy, Mental Health Counseling, Psychotherapy, Therapists
Education
Georgia State University 2007 — 2009
M.S., Professional Counseling
University of North Florida 2006 — 2007
Mental Health Counseling
Georgia State University 1995 — 1997
Bachelor's, Psychology
The University of Georgia 1992 — 1994
Psychology
North Springs High School 1988 — 1992
Erika Heinzle, MS, LPC, LLC July 2014 - Present
SEB Health, Inc. 2009 - June 2014
Action, Inc. November 2009 - June 2010
Ft. McPherson Army Base Behavioral Science Svcs August 2008 - May 2009
Wachovia Securities/Wachovia Bank 2005 - 2007
Child Guidance Center 2005 - 2005
Ernst & Young 2003 - 2005
Fabulously Organized 2001 - 2003
WFOX-FM 2000 - 2001
Northwestern Mutual Life 1998 - 1999
Skills
Premarital Counseling, Newlywed Counseling, Stress Management, Career Counseling, Coaching, Adolescents, Seniors, Personal Development, Family Therapy, Mental Health Counseling, Psychotherapy, Therapists
Education
Georgia State University 2007 — 2009
M.S., Professional Counseling
University of North Florida 2006 — 2007
Mental Health Counseling
Georgia State University 1995 — 1997
Bachelor's, Psychology
The University of Georgia 1992 — 1994
Psychology
North Springs High School 1988 — 1992
Mark E. Hatch Jr. Mark E. Hatch Jr.'s Northwestern Mutual Life Experience August 2006 - November 2008
Job Financial Representative at Northwestern Mutual Life
Industry Financial Services
Experience
Northwestern Mutual Life August 2006 - November 2008
Education
Elon University 2002 — 2006
Northwestern Mutual Life August 2006 - November 2008
Education
Elon University 2002 — 2006
Dennis Irwin Dennis Irwin's Northwestern Mutual Life Experience October 2003 - June 2004
Job Senior Auditor at Defense Contract Audit Agency
Industry Accounting
Experience
Defense Contract Audit Agency July 2012 - Present
Robert Half Finance December 2010 - July 2012
Urban Day School, Inc. December 2008 - November 2010
Wipfli LLP October 2006 - December 2008
Mercury Marine, Inc January 2006 - June 2006
Irwin Tax & Accounting 2004 - 2006
Northwestern Mutual Life October 2003 - June 2004
Senior University of Wisconsin May 1996 - October 2003
Skills
Risk Management, Microsoft Office, Variance Analysis, Internal Audit, Internal Controls, Sarbanes-Oxley, General Ledger, Accounts Payable, Sarbanes-Oxley Act, Auditing, Accounting, Policy, Microsoft Excel, Budgets, Cash Management, Finance, Software Documentation, Enterprise Risk..., Management, Payroll, GAAP, Leadership, Cash Flow, Financial Reporting, Financial Statements, Financial Analysis, Financial Accounting
Education
University of Wisconsin-Parkside 1998 — 2001
Masters, Business Administration
Lakeland College 1989 — 1992
Bachelor of Arts, Accounting
Milwaukee Area Technical College
Associates - Applied Science, Accounting
Defense Contract Audit Agency July 2012 - Present
Robert Half Finance December 2010 - July 2012
Urban Day School, Inc. December 2008 - November 2010
Wipfli LLP October 2006 - December 2008
Mercury Marine, Inc January 2006 - June 2006
Irwin Tax & Accounting 2004 - 2006
Northwestern Mutual Life October 2003 - June 2004
Senior University of Wisconsin May 1996 - October 2003
Skills
Risk Management, Microsoft Office, Variance Analysis, Internal Audit, Internal Controls, Sarbanes-Oxley, General Ledger, Accounts Payable, Sarbanes-Oxley Act, Auditing, Accounting, Policy, Microsoft Excel, Budgets, Cash Management, Finance, Software Documentation, Enterprise Risk..., Management, Payroll, GAAP, Leadership, Cash Flow, Financial Reporting, Financial Statements, Financial Analysis, Financial Accounting
Education
University of Wisconsin-Parkside 1998 — 2001
Masters, Business Administration
Lakeland College 1989 — 1992
Bachelor of Arts, Accounting
Milwaukee Area Technical College
Associates - Applied Science, Accounting
William Pluckhahn William Pluckhahn's Northwestern Mutual Life Experience 1978 - 1984
Job VP eCommunications at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management January 2001 - Present
The House of the Hale Street 7 January 1993 - Present
MFS Investment Management June 1992 - December 2000
MFS Investment Management September 1987 - May 1992
Colonial Mutual Funds December 1985 - September 1987
New England Financial February 1985 - December 1985
Northwestern Mutual Life 1978 - 1984
Skills
Financial Services, Email Marketing, Marketing Communications, Social Media, Social Media Marketing, Project Management, Twitter, Account Management, Integrated Marketing, Marketing Strategy, Market Research, Digital Marketing, Direct Marketing, Marketing, Digital Strategy, CRM, Competitive Analysis, Salesforce.com, Product Management, Business Development, Strategic Planning, New Business Development, Strategic Partnerships, Lead Generation, Strategy, Start-ups, Online Marketing, Online Advertising, Brand Development, Separately Managed...
Education
Harvard University Extension 1985 — 1987
n/a, History, Political Science
University of Wisconsin-Madison
Bachelor of Arts, Economics, History
Shorewood High School 1966 — 1972
MFS Investment Management January 2001 - Present
The House of the Hale Street 7 January 1993 - Present
MFS Investment Management June 1992 - December 2000
MFS Investment Management September 1987 - May 1992
Colonial Mutual Funds December 1985 - September 1987
New England Financial February 1985 - December 1985
Northwestern Mutual Life 1978 - 1984
Skills
Financial Services, Email Marketing, Marketing Communications, Social Media, Social Media Marketing, Project Management, Twitter, Account Management, Integrated Marketing, Marketing Strategy, Market Research, Digital Marketing, Direct Marketing, Marketing, Digital Strategy, CRM, Competitive Analysis, Salesforce.com, Product Management, Business Development, Strategic Planning, New Business Development, Strategic Partnerships, Lead Generation, Strategy, Start-ups, Online Marketing, Online Advertising, Brand Development, Separately Managed...
Education
Harvard University Extension 1985 — 1987
n/a, History, Political Science
University of Wisconsin-Madison
Bachelor of Arts, Economics, History
Shorewood High School 1966 — 1972
Jeannine Teague Jeannine Teague's Northwestern Mutual Life Experience July 1988 - February 1999
Job Marketing & Sales Strategy, Management and Execution
Industry Accounting
Experience
PricewaterhouseCoopers LLP September 2007 - Present
Roosevelt Thomas Consulting and Training March 2004 - September 2007
The Baird Group March 1999 - March 2004
Northwestern Mutual Life July 1988 - February 1999
Skills
Management Consulting, Strategic Planning, Change Management, Leadership Development, Business Strategy, Strategy, Performance Management, Marketing Strategy, Talent Management, Business Planning, Coaching, Non-profits, Team Building, Cross-functional Team..., Sales Management, Sales, Account Management, New Business Development, Recruiting
Education
University of Wisconsin-Stevens Point
Bachelors, Business
Emory University
Marketing Strategies program
PricewaterhouseCoopers LLP September 2007 - Present
Roosevelt Thomas Consulting and Training March 2004 - September 2007
The Baird Group March 1999 - March 2004
Northwestern Mutual Life July 1988 - February 1999
Skills
Management Consulting, Strategic Planning, Change Management, Leadership Development, Business Strategy, Strategy, Performance Management, Marketing Strategy, Talent Management, Business Planning, Coaching, Non-profits, Team Building, Cross-functional Team..., Sales Management, Sales, Account Management, New Business Development, Recruiting
Education
University of Wisconsin-Stevens Point
Bachelors, Business
Emory University
Marketing Strategies program
Becky Mathey Becky Mathey's Northwestern Mutual Life Experience 1990 - 1996
Job Professional Librarian actively seeking employment
Industry Libraries
Experience
Data Recognition Corporation March 2011 - June 2011
US Census Bureau 2009 - 2009
Data Recognition Corporation April 2008 - May 2008
Public Library of Cincinnati and Hamilton County 1996 - 2007
University of Cincinnati Langsam Library 1995 - 1996
Northwestern Mutual Life 1990 - 1996
Reynolds + Reynolds 1979 - 1982
Skills
Report Writing, Troubleshooting, Problem Analysis, Writing, Computer Hardware, Problem Solving, Documentation, Qualitative Research, Editing, Microsoft Office, Teaching, Proposal Writing, Administration, Customer Relations, Excel, Word, Analysis, Customer Service, Public Speaking, Event Management, Testing, English, Supervisory Skills, Questionnaire Design, Survey Design, Secondary Research, Moderating, Questionnaires, Primary Research, Community Outreach, Budgeting
Education
University of Cincinnati College of Business 2009 — 2009
Business
University of Kentucky 1994 — 1998
Masters Degree, Library Science
Hanover College 1968 — 1972
Bachelors degree, German
Franklin College
Education Degree, Education, gr. 7-12
Data Recognition Corporation March 2011 - June 2011
US Census Bureau 2009 - 2009
Data Recognition Corporation April 2008 - May 2008
Public Library of Cincinnati and Hamilton County 1996 - 2007
University of Cincinnati Langsam Library 1995 - 1996
Northwestern Mutual Life 1990 - 1996
Reynolds + Reynolds 1979 - 1982
Skills
Report Writing, Troubleshooting, Problem Analysis, Writing, Computer Hardware, Problem Solving, Documentation, Qualitative Research, Editing, Microsoft Office, Teaching, Proposal Writing, Administration, Customer Relations, Excel, Word, Analysis, Customer Service, Public Speaking, Event Management, Testing, English, Supervisory Skills, Questionnaire Design, Survey Design, Secondary Research, Moderating, Questionnaires, Primary Research, Community Outreach, Budgeting
Education
University of Cincinnati College of Business 2009 — 2009
Business
University of Kentucky 1994 — 1998
Masters Degree, Library Science
Hanover College 1968 — 1972
Bachelors degree, German
Franklin College
Education Degree, Education, gr. 7-12
Adam McMurry's Northwestern Mutual Life Experience July 1986 - December 1986
Job Business Development Professional I National Sales Manager l Merchandising Consultant
Industry Consumer Goods
Experience
Threshold Sales Group June 2010 - Present
The Hope Company February 1999 - December 2009
W.J. Hagerty & Sons, Ltd., Inc. 1989 - 1999
W.J. Hagerty & Sons, Ltd., Inc 1988 - 1989
Congoleum - Kinder Furniture Division February 1987 - December 1987
Northwestern Mutual Life July 1986 - December 1986
Skills
Key Account Management, Business Strategy, Sales, Positioning, Program Development, Competitive Analysis, Market, New Business Development, Account Management, Market Planning, Business Planning, Strategic Planning, Sales Management, Team Building, Product Development, Team Leadership, Team Management, Pricing, Forecasting, B2B, E-commerce
Education
Indiana State University - School of Business 1982 — 1986
BS, Finance, General
Threshold Sales Group June 2010 - Present
The Hope Company February 1999 - December 2009
W.J. Hagerty & Sons, Ltd., Inc. 1989 - 1999
W.J. Hagerty & Sons, Ltd., Inc 1988 - 1989
Congoleum - Kinder Furniture Division February 1987 - December 1987
Northwestern Mutual Life July 1986 - December 1986
Skills
Key Account Management, Business Strategy, Sales, Positioning, Program Development, Competitive Analysis, Market, New Business Development, Account Management, Market Planning, Business Planning, Strategic Planning, Sales Management, Team Building, Product Development, Team Leadership, Team Management, Pricing, Forecasting, B2B, E-commerce
Education
Indiana State University - School of Business 1982 — 1986
BS, Finance, General
Larry Langlois Larry Langlois's Northwestern Mutual Life Experience 1997 - 2000
Job Division Manager
Industry Medical Devices
Experience
Codman August 2008 - Present
OsteoMed February 2007 - August 2008
Ikon Office Solutions May 2000 - February 2007
Northwestern Mutual Life 1997 - 2000
Skills
Sales, Account Management, Capital Equipment, Cold Calling, Direct Sales, Medical Devices, Neurology, Neurosurgery, Operating Room, Sales Management, Sales Operations, Sales Process, Selling, Surgeons, Guerrilla Marketing, Market Development, Management
Education
Illinois State University 1992 — 1997
BS, Business Administration
Codman August 2008 - Present
OsteoMed February 2007 - August 2008
Ikon Office Solutions May 2000 - February 2007
Northwestern Mutual Life 1997 - 2000
Skills
Sales, Account Management, Capital Equipment, Cold Calling, Direct Sales, Medical Devices, Neurology, Neurosurgery, Operating Room, Sales Management, Sales Operations, Sales Process, Selling, Surgeons, Guerrilla Marketing, Market Development, Management
Education
Illinois State University 1992 — 1997
BS, Business Administration
George Jedwski's Northwestern Mutual Life Experience January 1998 - May 1999
Job Branch Manager, Sales at PacVan, Inc.
Industry Business Supplies and Equipment
Experience
Pac-Van, Inc. April 2001 - Present
Northwestern Mutual Life January 1998 - May 1999
Skills
Account Management, B2B, Budgets, CRM, Change Management, Coaching, Cold Calling, Construction, Contract Management, Contract Negotiation, Customer Satisfaction, Customer Service, Direct Sales, Employee Relations, Forecasting, Inventory Management, Key Account Management, Lead Generation, Logistics, Management, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, New Business Development, PowerPoint, Operations Management, Project Management, Project Planning, Recruiting, Purchasing, Sales Management, Sales Presentations, Sales Process, Salesforce.com, Selling, Start-ups, Strategic Planning, Team Building, Team Leadership, Trucking, Process Improvement, Sales Operations, Sales
Education
Lindenwood University 1993 — 1997
BA, Sales & Marketing
Pac-Van, Inc. April 2001 - Present
Northwestern Mutual Life January 1998 - May 1999
Skills
Account Management, B2B, Budgets, CRM, Change Management, Coaching, Cold Calling, Construction, Contract Management, Contract Negotiation, Customer Satisfaction, Customer Service, Direct Sales, Employee Relations, Forecasting, Inventory Management, Key Account Management, Lead Generation, Logistics, Management, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Negotiation, New Business Development, PowerPoint, Operations Management, Project Management, Project Planning, Recruiting, Purchasing, Sales Management, Sales Presentations, Sales Process, Salesforce.com, Selling, Start-ups, Strategic Planning, Team Building, Team Leadership, Trucking, Process Improvement, Sales Operations, Sales
Education
Lindenwood University 1993 — 1997
BA, Sales & Marketing
Min Lou Min Lou's Northwestern Mutual Life Experience 1999 - 2002
Job Software Developer at GE Healthcare
Industry Information Technology and Services
Experience
GE Healthcare February 2015 - Present
CW Professional Services (Former Compuware Corp PSD) July 2014 - December 2014
General Motors May 2013 - July 2014
Caterpillar Inc. 2011 - 2013
Business Development in China 2002 - 2011
Northwestern Mutual Life 1999 - 2002
Compuware Corp. 1994 - 2002
Metavante 1996 - 1998
Merx Inc. 1992 - 1994
Skills
Short range wireless..., Electronics..., Product and project..., Active RFID products in..., Access Control systems, Host System Design and..., Software Outsourcing, Training and..., Bilingual: English &..., Embedded Software..., Real-time Personnel..., Controller Area Networks, Real-time Data..., Embedded Software, PMP, Software Development, RFID+, Electronics, Visual Studio, Integration, Software Design, Agile Methodologies, XML, C#, Java, C++, Embedded Systems, SDLC, Requirements Analysis, Eclipse
Education
Marquette University 1992 — 1996
MS, Electrical and Computer Engineering
Huazhong University of Science and Technology 1979 — 1983
BS of Engineering, Optical Engineering
GE Healthcare February 2015 - Present
CW Professional Services (Former Compuware Corp PSD) July 2014 - December 2014
General Motors May 2013 - July 2014
Caterpillar Inc. 2011 - 2013
Business Development in China 2002 - 2011
Northwestern Mutual Life 1999 - 2002
Compuware Corp. 1994 - 2002
Metavante 1996 - 1998
Merx Inc. 1992 - 1994
Skills
Short range wireless..., Electronics..., Product and project..., Active RFID products in..., Access Control systems, Host System Design and..., Software Outsourcing, Training and..., Bilingual: English &..., Embedded Software..., Real-time Personnel..., Controller Area Networks, Real-time Data..., Embedded Software, PMP, Software Development, RFID+, Electronics, Visual Studio, Integration, Software Design, Agile Methodologies, XML, C#, Java, C++, Embedded Systems, SDLC, Requirements Analysis, Eclipse
Education
Marquette University 1992 — 1996
MS, Electrical and Computer Engineering
Huazhong University of Science and Technology 1979 — 1983
BS of Engineering, Optical Engineering
Marie Dupree, EA Marie Dupree, EA's Northwestern Mutual Life Experience January 1986 - January 1993
Job Certified QB Pro Advisor| Forensic Accountant| QB Trainer| Bookkeeper| Enrolled Agent| Tax Preparer| BBA/Accounting
Industry Accounting
Experience
MMD Accounting and Tax Services January 1983 - Present
Premier Personnel 2002 - 2003
ACS Government Services 2002 - 2003
Jane Goodall Institute January 1994 - January 2002
Northwestern Mutual Life January 1986 - January 1993
MidEastern, Inc January 1972 - January 1983
Skills
Quickbooks, General Ledger, Payroll Processing, Accounting, Financial Reporting, Bookkeeping, Small Business, Quicken, Payroll, Tax Preparation, Tax, QuickBooks, Accruals, Internal Controls, Budgets, Bank Reconciliation, Tax Returns, Account Reconciliation, Invoicing, Auditing, Income Tax, Strategic Financial..., Microsoft Excel, Sales Tax, Accounts Receivable, Cash Flow, Journal Entries, Accounts Payable, Peachtree, CPA, Accountants, Finance, Tax Accounting, Analysis, Nonprofits, Start-ups, IRS, Financial Analysis, PeopleSoft, Financial Accounting, Management, Expenses, Accounting Applications, Payroll Taxes, Corporate Tax, Partnership Taxation, Financial Statements
Education
Western CT State University 1974 — 1977
BBA, Accounting
Green Mountain College 1962 — 1964
AA, English
MMD Accounting and Tax Services January 1983 - Present
Premier Personnel 2002 - 2003
ACS Government Services 2002 - 2003
Jane Goodall Institute January 1994 - January 2002
Northwestern Mutual Life January 1986 - January 1993
MidEastern, Inc January 1972 - January 1983
Skills
Quickbooks, General Ledger, Payroll Processing, Accounting, Financial Reporting, Bookkeeping, Small Business, Quicken, Payroll, Tax Preparation, Tax, QuickBooks, Accruals, Internal Controls, Budgets, Bank Reconciliation, Tax Returns, Account Reconciliation, Invoicing, Auditing, Income Tax, Strategic Financial..., Microsoft Excel, Sales Tax, Accounts Receivable, Cash Flow, Journal Entries, Accounts Payable, Peachtree, CPA, Accountants, Finance, Tax Accounting, Analysis, Nonprofits, Start-ups, IRS, Financial Analysis, PeopleSoft, Financial Accounting, Management, Expenses, Accounting Applications, Payroll Taxes, Corporate Tax, Partnership Taxation, Financial Statements
Education
Western CT State University 1974 — 1977
BBA, Accounting
Green Mountain College 1962 — 1964
AA, English
Jeff Ott Jeff Ott's Northwestern Mutual Life Experience May 1985 - May 1990
Job Realtor Re/Max Precision
Industry Real Estate
Experience
RE/MAX PRECISION REALTY July 2014 - Present
Coldwell Banker April 2012 - July 2014
Prudential First Realty April 2009 - August 2011
Anixter May 2006 - September 2008
D and D Cell Tower Construction 1997 - 2005
Borgan Systems 1995 - 1997
Wadsworth Golf Construction 1990 - 1995
Northwestern Mutual Life May 1985 - May 1990
Skills
Real Estate, Investment Properties, Selling, Construction, Sellers, First Time Home Buyers, Relocation, Single Family Homes, REO, Residential Homes, Investors, New Home Sales, Listings, Buyer Representation, Referrals, Property Management, Real Estate Transactions, Negotiation, ABR, Buyers, Condos, Move Up Buyers, Townhomes, HUD, SFR, Real Property, Property, Vacation Homes, New Homes, National Association of..., Existing Home Sales, Income Properties, Council of Residential..., New Home Construction, CRS-Certified..., Listing Homes, Seniors, Resellers, e-PRO, Sales, Customer Satisfaction, Sales Management
Education
Iowa State University 1985 — 1987
Finance Engineering
Rochester CC 1983 — 1985
RE/MAX PRECISION REALTY July 2014 - Present
Coldwell Banker April 2012 - July 2014
Prudential First Realty April 2009 - August 2011
Anixter May 2006 - September 2008
D and D Cell Tower Construction 1997 - 2005
Borgan Systems 1995 - 1997
Wadsworth Golf Construction 1990 - 1995
Northwestern Mutual Life May 1985 - May 1990
Skills
Real Estate, Investment Properties, Selling, Construction, Sellers, First Time Home Buyers, Relocation, Single Family Homes, REO, Residential Homes, Investors, New Home Sales, Listings, Buyer Representation, Referrals, Property Management, Real Estate Transactions, Negotiation, ABR, Buyers, Condos, Move Up Buyers, Townhomes, HUD, SFR, Real Property, Property, Vacation Homes, New Homes, National Association of..., Existing Home Sales, Income Properties, Council of Residential..., New Home Construction, CRS-Certified..., Listing Homes, Seniors, Resellers, e-PRO, Sales, Customer Satisfaction, Sales Management
Education
Iowa State University 1985 — 1987
Finance Engineering
Rochester CC 1983 — 1985
Bob Hutchens Bob Hutchens's Northwestern Mutual Life Experience March 1986 - August 1993
Job Private Equity Residential Mortgage Funding | Angel Oak Mortgage Solutions
Industry Financial Services
Experience
Angel Oak Mortgage Solutions September 2013 - Present
WellPoint November 2009 - January 2013
SouthStar Funding August 2002 - April 2007
Northwestern Mutual Life March 1986 - August 1993
Skills
Mortgage Lending, Health Insurance, Underwriting, Insurance, Account Management, Sales Management, Sales, Business Development, New Business Development, Marketing, Team Building, Strategic Planning, Selling, Employee Benefits, Finance, Life Insurance, Term Life Insurance, Loans, Credit, Training, CRM, Risk Management, Medicare, Mortgage Banking, Building Relationships, Strategic Financial..., Cold Calling, Disability Insurance, Small Business, Customer Retention, Management, Marketing Strategy, Brokers, Customer Service, Direct Sales, Fixed Annuities, Financial Services, Long-term Care, Health Savings Accounts, Banking, Sales Operations, Managed Care, Property & Casualty..., Leadership, Health Care Reform, Medicare Part D, Salesforce.com, PPO, General Insurance, Commercial Insurance
Education
Iowa State University
BBA
Angel Oak Mortgage Solutions September 2013 - Present
WellPoint November 2009 - January 2013
SouthStar Funding August 2002 - April 2007
Northwestern Mutual Life March 1986 - August 1993
Skills
Mortgage Lending, Health Insurance, Underwriting, Insurance, Account Management, Sales Management, Sales, Business Development, New Business Development, Marketing, Team Building, Strategic Planning, Selling, Employee Benefits, Finance, Life Insurance, Term Life Insurance, Loans, Credit, Training, CRM, Risk Management, Medicare, Mortgage Banking, Building Relationships, Strategic Financial..., Cold Calling, Disability Insurance, Small Business, Customer Retention, Management, Marketing Strategy, Brokers, Customer Service, Direct Sales, Fixed Annuities, Financial Services, Long-term Care, Health Savings Accounts, Banking, Sales Operations, Managed Care, Property & Casualty..., Leadership, Health Care Reform, Medicare Part D, Salesforce.com, PPO, General Insurance, Commercial Insurance
Education
Iowa State University
BBA
Kimberley Lashua Kimberley Lashua's Northwestern Mutual Life Experience 1998 - 1998
Job Administration Manager, Natural Resources Board
Industry Government Administration
Experience
State of Vermont December 2013 - Present
Just Basics, Inc. February 2012 - 2013
Trinity United Methodist Church - Montpelier, VT 2004 - 2013
Montpelier Food Pantry - Just Basics October 2010 - February 2012
Montpelier Home Delivery Program - Just Basics October 2007 - February 2012
Northwestern Mutual Life 1998 - 1998
Northwestern Mutual Life 1992 - 1997
Skills
Nonprofits, Fundraising, Management, Program Development, Public Relations, Marketing, Budgets, Non-profits, Recruiting, Non-profit Founder, Board Administration, Program Coordination, Database Administration, Non-profit..., Food Education, Strategic Partnerships, Internal Controls, Human Resources, Performance Management, Position Classification
Education
Marlboro College Graduate School 2012 — 2012
Certificate in Non-profit Management
New England Culinary Institute 2012 — 2012
Audited
Houston Community College 1990 — 1995
General Studies
State of Vermont December 2013 - Present
Just Basics, Inc. February 2012 - 2013
Trinity United Methodist Church - Montpelier, VT 2004 - 2013
Montpelier Food Pantry - Just Basics October 2010 - February 2012
Montpelier Home Delivery Program - Just Basics October 2007 - February 2012
Northwestern Mutual Life 1998 - 1998
Northwestern Mutual Life 1992 - 1997
Skills
Nonprofits, Fundraising, Management, Program Development, Public Relations, Marketing, Budgets, Non-profits, Recruiting, Non-profit Founder, Board Administration, Program Coordination, Database Administration, Non-profit..., Food Education, Strategic Partnerships, Internal Controls, Human Resources, Performance Management, Position Classification
Education
Marlboro College Graduate School 2012 — 2012
Certificate in Non-profit Management
New England Culinary Institute 2012 — 2012
Audited
Houston Community College 1990 — 1995
General Studies
Becky Lu's Northwestern Mutual Life Experience May 2010 - January 2011
Job Audit Associate at KPMG
Industry Accounting
Experience
KPMG August 2014 - Present
Fifth Third Bank June 2012 - July 2014
Texas Instruments January 2011 - June 2011
Northwestern Mutual Life May 2010 - January 2011
Chinese Student and Scholar Association April 2010 - December 2010
Reaching International Students for Education January 2009 - May 2010
Volunteer Income Tax Assistance (VITA) January 2010 - April 2010
Indiana University Purdue University Indianapolis December 2009 - January 2010
Indiana University, Technology Foundations K201 September 2008 - May 2009
Indiana University Bloomington Office of International Services September 2008 - December 2008
Skills
Microsoft Excel, SAP, Business Objects, Remedy AR System, Concur, Access, Hyperion Enterprise, TM1, Bluezone, Account Reconciliation, ACE, PowerPoint, Visio, Time Management, Leadership, Finance, Analysis, Financial Analysis, Financial Modeling, Corporate Finance, Auditing, Microsoft Office, Data Analysis, Outlook, Accounting, Financial Accounting, Financial Reporting, Microsoft Word
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (B.S.), Accounting, Finance, and Minor in Psychology
Zionsville High School 2006 — 2007
Univerisity High School 2003 — 2006
KPMG August 2014 - Present
Fifth Third Bank June 2012 - July 2014
Texas Instruments January 2011 - June 2011
Northwestern Mutual Life May 2010 - January 2011
Chinese Student and Scholar Association April 2010 - December 2010
Reaching International Students for Education January 2009 - May 2010
Volunteer Income Tax Assistance (VITA) January 2010 - April 2010
Indiana University Purdue University Indianapolis December 2009 - January 2010
Indiana University, Technology Foundations K201 September 2008 - May 2009
Indiana University Bloomington Office of International Services September 2008 - December 2008
Skills
Microsoft Excel, SAP, Business Objects, Remedy AR System, Concur, Access, Hyperion Enterprise, TM1, Bluezone, Account Reconciliation, ACE, PowerPoint, Visio, Time Management, Leadership, Finance, Analysis, Financial Analysis, Financial Modeling, Corporate Finance, Auditing, Microsoft Office, Data Analysis, Outlook, Accounting, Financial Accounting, Financial Reporting, Microsoft Word
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science (B.S.), Accounting, Finance, and Minor in Psychology
Zionsville High School 2006 — 2007
Univerisity High School 2003 — 2006
Christopher Kempisty Christopher Kempisty's Northwestern Mutual Life Experience 2004 - 2005
Job Senior Tax Associate / Broker Dealer Compliance at SMC International Group LTD.
Industry Financial Services
Experience
Liberty Tax Service December 2010 - Present
SMC International Group, Ltd. August 2006 - Present
Kempisty Financial Group May 2003 - Present
MaloneBailey, LLP January 2010 - September 2010
Washington Mutual 2005 - 2006
Northwestern Mutual Life 2004 - 2005
MetLife 2003 - 2004
SG Cowen Securities May 1997 - May 2001
Skills
Fixed Annuities, Tax Preparation, Retirement Planning, Estate Planning, Financial Planners, Tax, Investments, Insurance, Securities, Auditing, Small Business, Payroll, Finance, Mergers & Acquisitions, Options, QuickBooks, Health Insurance, Life Insurance, Term Life Insurance, Licensed Life & Health..., Corporate Tax, FINRA, Strategic Financial..., Financial Services, CPA, Tax Returns, IRAs, Income Tax, Mutual Funds, Employee Benefits, Tax Accounting, Series 63, Series 7, Banking, Disability Insurance, IRS, Accounting, Financial Advisory, Financial Statements
Education
Drexel University - LeBow College of Business 1993 — 1998
Notre Dame High School 1989 — 1993
Reynolds
Liberty Tax Service December 2010 - Present
SMC International Group, Ltd. August 2006 - Present
Kempisty Financial Group May 2003 - Present
MaloneBailey, LLP January 2010 - September 2010
Washington Mutual 2005 - 2006
Northwestern Mutual Life 2004 - 2005
MetLife 2003 - 2004
SG Cowen Securities May 1997 - May 2001
Skills
Fixed Annuities, Tax Preparation, Retirement Planning, Estate Planning, Financial Planners, Tax, Investments, Insurance, Securities, Auditing, Small Business, Payroll, Finance, Mergers & Acquisitions, Options, QuickBooks, Health Insurance, Life Insurance, Term Life Insurance, Licensed Life & Health..., Corporate Tax, FINRA, Strategic Financial..., Financial Services, CPA, Tax Returns, IRAs, Income Tax, Mutual Funds, Employee Benefits, Tax Accounting, Series 63, Series 7, Banking, Disability Insurance, IRS, Accounting, Financial Advisory, Financial Statements
Education
Drexel University - LeBow College of Business 1993 — 1998
Notre Dame High School 1989 — 1993
Reynolds
Terri Troyan Terri Troyan's Northwestern Mutual Life Experience 1987 - 1989
Job Sr. Marketing Assistant, Brokerage Services at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield (formerly DTZ) February 1997 - Present
Archdiocese of Indianapolis June 1993 - September 1996
National Institute for Fitness and Sport 1988 - 1993
Northwestern Mutual Life 1987 - 1989
Skills
Administrative..., Microsoft Office, Microsoft Word, Outlook, Proofreading, Customer Service, Real Estate, Commercial Real Estate, Multi Tasking, Lease Administration, Organization &..., Adobe Design Programs
Education
Indiana Business College 1986 — 1988
Scecina Memorial HS 1982 — 1986
Cushman & Wakefield (formerly DTZ) February 1997 - Present
Archdiocese of Indianapolis June 1993 - September 1996
National Institute for Fitness and Sport 1988 - 1993
Northwestern Mutual Life 1987 - 1989
Skills
Administrative..., Microsoft Office, Microsoft Word, Outlook, Proofreading, Customer Service, Real Estate, Commercial Real Estate, Multi Tasking, Lease Administration, Organization &..., Adobe Design Programs
Education
Indiana Business College 1986 — 1988
Scecina Memorial HS 1982 — 1986
Monique Sattler Monique Sattler's Northwestern Mutual Life Experience May 1987 - September 1994
Job Account Executive
Industry Insurance
Experience
Midwest Certified Insurance Agency May 2000 - Present
KEEN Chicago (Kids Enjoy Exercise Now, Chicago) 2005 - 2013
Blue Cross Blue Shield of Illinois September 1994 - February 2000
Northwestern Mutual Life May 1987 - September 1994
Skills
Long Term Care, Small Business, Health Insurance, Insurance, Life Insurance, Employee Benefits, Sales, Long-term Care, Marketing, Underwriting, Estate Planning, Claim, Health Savings Accounts, Retirement, Leadership, Healthcare Management, Nonprofits, Program Management, Budgets
Education
DePaul University 1981 — 1985
Bachelor of Science, Operations Management
Nettlehorst
Midwest Certified Insurance Agency May 2000 - Present
KEEN Chicago (Kids Enjoy Exercise Now, Chicago) 2005 - 2013
Blue Cross Blue Shield of Illinois September 1994 - February 2000
Northwestern Mutual Life May 1987 - September 1994
Skills
Long Term Care, Small Business, Health Insurance, Insurance, Life Insurance, Employee Benefits, Sales, Long-term Care, Marketing, Underwriting, Estate Planning, Claim, Health Savings Accounts, Retirement, Leadership, Healthcare Management, Nonprofits, Program Management, Budgets
Education
DePaul University 1981 — 1985
Bachelor of Science, Operations Management
Nettlehorst
Terri Nipper Terri Nipper's Northwestern Mutual Life Experience January 1992 - February 1994
Job Experienced Advanced Life Insurance Case Design Specialist
Industry Insurance
Experience
Protective Life June 2013 - Present
MCF Advisors, LLC February 2006 - August 2012
Phoenix Life Insurance Company January 2001 - February 2006
Northwestern Mutual 1996 - 2001
St. Joseph's Villa May 1994 - January 1996
Northwestern Mutual Life January 1992 - February 1994
Skills
Insurance, Wholesale, New Business Development, Series 63, Series 6, Product Design, Building Relationships, Life Insurance, Fixed Annuities, Marketing, Sales, Training, CRM, Underwriting, Term Life Insurance
Education
Northern Kentucky University 1991 — 1993
BS of Science, Psychology, Human Services
Jefferson Community College 1988 — 1990
Associates of Arts, General Studies
Virginia Commonweath University
Social Work; psychology
Protective Life June 2013 - Present
MCF Advisors, LLC February 2006 - August 2012
Phoenix Life Insurance Company January 2001 - February 2006
Northwestern Mutual 1996 - 2001
St. Joseph's Villa May 1994 - January 1996
Northwestern Mutual Life January 1992 - February 1994
Skills
Insurance, Wholesale, New Business Development, Series 63, Series 6, Product Design, Building Relationships, Life Insurance, Fixed Annuities, Marketing, Sales, Training, CRM, Underwriting, Term Life Insurance
Education
Northern Kentucky University 1991 — 1993
BS of Science, Psychology, Human Services
Jefferson Community College 1988 — 1990
Associates of Arts, General Studies
Virginia Commonweath University
Social Work; psychology
Ray Cagle Ray Cagle's Northwestern Mutual Life Experience 1986 - 2002
Job Building Engineer at CBRE
Industry Real Estate
Experience
CBRE July 2010 - Present
Benson Builders, Inc. 2005 - 2009
Sovereign Grace Church 2002 - 2005
Northwestern Mutual Life 1986 - 2002
Southeastern Express Systems 1995 - 1998
Education
Georgia College and State University
MBA, Business Administration
Georgia College and State University
BBA, Marketing and Management
Regent University
Master of Arts, Counseling
CBRE July 2010 - Present
Benson Builders, Inc. 2005 - 2009
Sovereign Grace Church 2002 - 2005
Northwestern Mutual Life 1986 - 2002
Southeastern Express Systems 1995 - 1998
Education
Georgia College and State University
MBA, Business Administration
Georgia College and State University
BBA, Marketing and Management
Regent University
Master of Arts, Counseling
Richard Bagley Richard Bagley's Northwestern Mutual Life Experience September 1995 - December 1999
Job
Industry Education Management
Experience
Simply the Story 2014 - Present
Visalia First Presbyterian Church November 2010 - November 2012
TeachOverseas.org September 2007 - June 2009
Northwestern Mutual Life September 1995 - December 1999
New England Mutual Life Insurance 1979 - 1994
Skills
Non-profits, Editing, Curriculum Development, Tutoring, Curriculum Design, Preaching, Fundraising, Event Planning, Research, Leadership Development, Copy Editing, Higher Education, Classroom, Differentiated..., Lesson Planning, Teaching, Volunteer Management, Nonprofits, Staff Development
Education
Fuller Theological Seminary 1966 — 1969
Master of Divinity (M.Div.), Theology/Theological Studies
University of California, Los Angeles 1962 — 1966
B.A., English
Perspectives on the World Christian Movement
Simply the Story 2014 - Present
Visalia First Presbyterian Church November 2010 - November 2012
TeachOverseas.org September 2007 - June 2009
Northwestern Mutual Life September 1995 - December 1999
New England Mutual Life Insurance 1979 - 1994
Skills
Non-profits, Editing, Curriculum Development, Tutoring, Curriculum Design, Preaching, Fundraising, Event Planning, Research, Leadership Development, Copy Editing, Higher Education, Classroom, Differentiated..., Lesson Planning, Teaching, Volunteer Management, Nonprofits, Staff Development
Education
Fuller Theological Seminary 1966 — 1969
Master of Divinity (M.Div.), Theology/Theological Studies
University of California, Los Angeles 1962 — 1966
B.A., English
Perspectives on the World Christian Movement
Vince Roser's Northwestern Mutual Life Experience December 1996 - May 2001
Job Sales Director/BrokerinCharge
Industry Real Estate
Experience
The Cliffs January 2005 - Present
Roser Management Group, LLC October 2000 - September 2006
Northwestern Mutual Life December 1996 - May 2001
Baxter Healthcare August 1985 - August 1995
American Hospital Supply June 1979 - August 1985
Skills
Real Estate, Selling, Contract Negotiation, Sales Management, Sales, Real Estate Development, Strategic Planning, Luxury, Marketing, New Business Development, Negotiation, Vacation Homes, Team Building, New Home Sales, Marketing Strategy, Single Family Homes, Property Management, Sales Operations, Lead Generation, Business Development, Management, Short Sales, Investment Properties, Leadership, Condos, Real Estate Transactions, Residential Homes
Education
Duke University 1971 — 1975
BA, Psychology
Jacksonville University 1995 — 1996
MBA, Business Administration, Management and Operations
The Cliffs January 2005 - Present
Roser Management Group, LLC October 2000 - September 2006
Northwestern Mutual Life December 1996 - May 2001
Baxter Healthcare August 1985 - August 1995
American Hospital Supply June 1979 - August 1985
Skills
Real Estate, Selling, Contract Negotiation, Sales Management, Sales, Real Estate Development, Strategic Planning, Luxury, Marketing, New Business Development, Negotiation, Vacation Homes, Team Building, New Home Sales, Marketing Strategy, Single Family Homes, Property Management, Sales Operations, Lead Generation, Business Development, Management, Short Sales, Investment Properties, Leadership, Condos, Real Estate Transactions, Residential Homes
Education
Duke University 1971 — 1975
BA, Psychology
Jacksonville University 1995 — 1996
MBA, Business Administration, Management and Operations
Alexsandra Bossi Alexsandra Bossi's Northwestern Mutual Life Experience April 2011 - Present
Job Associate Financial Representative at Northwestern Mutual Life
Industry Human Resources
Experience
Northwestern Mutual Life April 2011 - Present
Northwestern Mutual Life October 2009 - April 2011
Skills
Writing, Communication, Leadership, Delegation, Detail Oriented, Microsoft Word, Microsoft Excel, PowerPoint, HTML
Education
Iona College 2005 — 2009
BA in English (2009), English, Mass Communications, G.P.A.: 3.5
Northwestern Mutual Life April 2011 - Present
Northwestern Mutual Life October 2009 - April 2011
Skills
Writing, Communication, Leadership, Delegation, Detail Oriented, Microsoft Word, Microsoft Excel, PowerPoint, HTML
Education
Iona College 2005 — 2009
BA in English (2009), English, Mass Communications, G.P.A.: 3.5
Nicole McCallum's Northwestern Mutual Life Experience 1996 - 1999
Job Watson Sales Executive
Industry Computer Software
Experience
IBM June 2011 - Present
Qvidian (Kadient) September 2006 - June 2011
eIQnetworks October 2005 - September 2006
IntelliSoft Group February 2003 - June 2005
Northwestern Mutual Life 1996 - 1999
Skills
Enterprise Software, SaaS, Salesforce.com, Strategy, Cloud Computing, Lead Generation, Demand Generation, Software Industry, B2B, Selling, Strategic Partnerships, CRM, Business Development, Business Intelligence, Complex Sales, Sales Presentations, Enterprise Content..., Integration, Big Data, Customer Experience, Sales, Solution Selling
Education
Fitchburg State College 1990 — 1994
BS, Business, Management, Marketing, and Related Support Services
IBM June 2011 - Present
Qvidian (Kadient) September 2006 - June 2011
eIQnetworks October 2005 - September 2006
IntelliSoft Group February 2003 - June 2005
Northwestern Mutual Life 1996 - 1999
Skills
Enterprise Software, SaaS, Salesforce.com, Strategy, Cloud Computing, Lead Generation, Demand Generation, Software Industry, B2B, Selling, Strategic Partnerships, CRM, Business Development, Business Intelligence, Complex Sales, Sales Presentations, Enterprise Content..., Integration, Big Data, Customer Experience, Sales, Solution Selling
Education
Fitchburg State College 1990 — 1994
BS, Business, Management, Marketing, and Related Support Services
Susan DeBartolo Susan DeBartolo's Northwestern Mutual Life Experience April 2008 - Present
Job Vendor Manager at Northwestern Mutual Life
Industry Financial Services
Experience
Northwestern Mutual Life April 2008 - Present
JohnsonDiversity November 2002 - April 2008
Snap-on Tools August 1990 - November 2002
Skills
Team Building, Cross-functional Team..., Process Improvement, Change Management, Business Analysis, Program Management, Sales, Team Leadership, Customer Service, Project Management, Budgets, Negotiation, Sales Management, Account Management, Operations Management
Education
Concordia University-Wisconsin 1993 — 1996
Business/Corporate Communications
Gateway Technical College 1989 — 1991
Northwestern Mutual Life April 2008 - Present
JohnsonDiversity November 2002 - April 2008
Snap-on Tools August 1990 - November 2002
Skills
Team Building, Cross-functional Team..., Process Improvement, Change Management, Business Analysis, Program Management, Sales, Team Leadership, Customer Service, Project Management, Budgets, Negotiation, Sales Management, Account Management, Operations Management
Education
Concordia University-Wisconsin 1993 — 1996
Business/Corporate Communications
Gateway Technical College 1989 — 1991
Dustin Kuehn Dustin Kuehn's Northwestern Mutual Life Experience December 2008 - March 2011
Job Senior Analyst / Benefit Consultant at Gehring Group
Industry Financial Services
Experience
Gehring Group May 2015 - Present
Gehring Group June 2014 - Present
Gehring Group February 2011 - June 2014
Northwestern Mutual Life December 2008 - March 2011
NORTHWESTERN MUTUAL FINANCIAL NETWORK December 2008 - November 2009
EA. FISH ASSOCIATES June 2007 - September 2007
WORLD SAVINGS BANK May 2006 - June 2007
Skills
Underwriting, Insurance, Real Estate, Customer Service, Sales, Entrepreneurship, Finance, CRM, Accounting, Financial Analysis, Investments, Time Management, Marketing, Analysis, Employee Benefits, Financial Services, Strategic Planning, Disability Insurance, Portfolio Management, Risk Management, Health Insurance, Asset Management, Due Diligence, Valuation, Strategic Financial..., Financial Modeling, Life Insurance, Banking, Retirement Planning, Fixed Annuities, Series 7, Account Management, Securities, Mutual Funds, Mortgage Lending, Wealth Management, Loans, Series 63, Credit Analysis, Retirement, Credit, Investment Advisory
Education
Florida State University 2015 — 2019
Bachelor of Science (B.S.), Finance and Real Estate
Florida State University 2005 — 2009
B.S., Finance, Real Estate
Gehring Group May 2015 - Present
Gehring Group June 2014 - Present
Gehring Group February 2011 - June 2014
Northwestern Mutual Life December 2008 - March 2011
NORTHWESTERN MUTUAL FINANCIAL NETWORK December 2008 - November 2009
EA. FISH ASSOCIATES June 2007 - September 2007
WORLD SAVINGS BANK May 2006 - June 2007
Skills
Underwriting, Insurance, Real Estate, Customer Service, Sales, Entrepreneurship, Finance, CRM, Accounting, Financial Analysis, Investments, Time Management, Marketing, Analysis, Employee Benefits, Financial Services, Strategic Planning, Disability Insurance, Portfolio Management, Risk Management, Health Insurance, Asset Management, Due Diligence, Valuation, Strategic Financial..., Financial Modeling, Life Insurance, Banking, Retirement Planning, Fixed Annuities, Series 7, Account Management, Securities, Mutual Funds, Mortgage Lending, Wealth Management, Loans, Series 63, Credit Analysis, Retirement, Credit, Investment Advisory
Education
Florida State University 2015 — 2019
Bachelor of Science (B.S.), Finance and Real Estate
Florida State University 2005 — 2009
B.S., Finance, Real Estate
Alex Martella's Northwestern Mutual Life Experience May 1994 - August 1995
Job Client Service Manager
Industry Financial Services
Experience
BSW Wealth Partners June 2009 - Present
Northwestern Mutual August 2002 - April 2009
David A Marshall & Associates July 2000 - July 2002
Douglas R Spencer, Attorney at Law Maui, HI September 1997 - September 1998
David A Marshall & Associates August 1995 - March 1997
Northwestern Mutual Life May 1994 - August 1995
Skills
Customer Service, Finance, Managing Workflow, Communication, Organization Skills, Scheduling, Team Building, Project Planning, Time Management, Microsoft Word, Microsoft Excel, Travel Planning, Legal Assistance, Insurance, Event Planning
Education
Denver Paralegal 1992 — 1994
Paralegal Certificate, Paralegal
Saddleback College 1989 — 1990
General
El Camino College 1982 — 1984
General
BSW Wealth Partners June 2009 - Present
Northwestern Mutual August 2002 - April 2009
David A Marshall & Associates July 2000 - July 2002
Douglas R Spencer, Attorney at Law Maui, HI September 1997 - September 1998
David A Marshall & Associates August 1995 - March 1997
Northwestern Mutual Life May 1994 - August 1995
Skills
Customer Service, Finance, Managing Workflow, Communication, Organization Skills, Scheduling, Team Building, Project Planning, Time Management, Microsoft Word, Microsoft Excel, Travel Planning, Legal Assistance, Insurance, Event Planning
Education
Denver Paralegal 1992 — 1994
Paralegal Certificate, Paralegal
Saddleback College 1989 — 1990
General
El Camino College 1982 — 1984
General
Bill Voegeli Bill Voegeli's Northwestern Mutual Life Experience 1980 - 1982
Job Owner, Significant Research, LLC
Industry Research
Experience
Significant Research, LLC 2001 - Present
Association Insights 2001 - Present
Vinings Homeowners Association 2010 - 2012
SouthStar Funding 2004 - 2006
CSM Research 1991 - 2001
LifeLine 1989 - 1991
Phoenix Life Insurance Company 1983 - 1989
Northwestern Mutual Life 1980 - 1982
Skills
Strategic Planning, New Business Development, Sales Management, Management, Business Development, Strategy, Sales, B2B, Business Intelligence, Analysis, Research, Account Management, Strategic Partnerships, Project Planning, Risk Management, Marketing Strategy, Customer Retention, Market Research, Membership Retention, Team Building
Education
Georgia State University 1978 — 1980
B.S., Risk Management
The University of Georgia 1976 — 1978
Risk Management
Lovett 1969 — 1976
Significant Research, LLC 2001 - Present
Association Insights 2001 - Present
Vinings Homeowners Association 2010 - 2012
SouthStar Funding 2004 - 2006
CSM Research 1991 - 2001
LifeLine 1989 - 1991
Phoenix Life Insurance Company 1983 - 1989
Northwestern Mutual Life 1980 - 1982
Skills
Strategic Planning, New Business Development, Sales Management, Management, Business Development, Strategy, Sales, B2B, Business Intelligence, Analysis, Research, Account Management, Strategic Partnerships, Project Planning, Risk Management, Marketing Strategy, Customer Retention, Market Research, Membership Retention, Team Building
Education
Georgia State University 1978 — 1980
B.S., Risk Management
The University of Georgia 1976 — 1978
Risk Management
Lovett 1969 — 1976
Trevor Tarpinian, Th.M. Trevor Tarpinian, Th.M.'s Northwestern Mutual Life Experience September 2008 - August 2009
Job Financial Planner/ Doctoral (PhD) Candidate
Industry Insurance
Experience
TFI Insurance and Benefits August 2011 - Present
Northwestern Mutual August 2009 - August 2011
Northwestern Mutual Life September 2008 - August 2009
Skills
Team Building, Public Relations, Social Networking, Curriculum Development, Insurance, Risk Management, Sales Management, Life Insurance, Customer Service, Public Speaking, Management Consulting, Efficiency Management, Operational Efficiency, Leadership, Sales, Marketing, Small Business, Finance, Leadership Development, Strategic Planning, Disability Insurance, Coaching, Management
Education
The Catholic University of America 2012 — 2017
Doctor of Philosophy (Ph.D.), Middle/Near Eastern and Semitic Languages, Literatures, and Linguistics
Dallas Theological Seminary 2006 — 2011
Th.M., Ancient Near Eastern and Biblical Languages, Literatures, and Linguistics
Moody Bible Institute 2002 — 2006
Bachelor's Degree
TFI Insurance and Benefits August 2011 - Present
Northwestern Mutual August 2009 - August 2011
Northwestern Mutual Life September 2008 - August 2009
Skills
Team Building, Public Relations, Social Networking, Curriculum Development, Insurance, Risk Management, Sales Management, Life Insurance, Customer Service, Public Speaking, Management Consulting, Efficiency Management, Operational Efficiency, Leadership, Sales, Marketing, Small Business, Finance, Leadership Development, Strategic Planning, Disability Insurance, Coaching, Management
Education
The Catholic University of America 2012 — 2017
Doctor of Philosophy (Ph.D.), Middle/Near Eastern and Semitic Languages, Literatures, and Linguistics
Dallas Theological Seminary 2006 — 2011
Th.M., Ancient Near Eastern and Biblical Languages, Literatures, and Linguistics
Moody Bible Institute 2002 — 2006
Bachelor's Degree
Peter Cafaro Peter Cafaro's Northwestern Mutual Life Experience January 2009 - June 2009
Job Financial Systems Administrator / Accounts Payable Associate at Mashable
Industry Accounting
Experience
Mashable July 2015 - Present
Mashable March 2014 - Present
Adregius LLC December 2013 - March 2014
Opt-Intelligence February 2013 - March 2014
Opt-Intelligence December 2011 - March 2014
Precision Technique September 2010 - December 2011
Best Buy March 2010 - December 2011
Fordham University September 2006 - April 2010
Northwestern Mutual Life January 2009 - June 2009
Skills
Microsoft Excel, Outlook, Microsoft Office, Accounting, Microsoft Word, Finance, PowerPoint, Data Entry, Salesforce.com, Social Media, Email Marketing, Quickbooks, Desktop Support, Photoshop, Excel, Word, Customer Service, Spreadsheets, Financial Reporting, Access, MS Office Suite, Windows 7, Mac OS X, Telephone Skills, Account Reconciliation, Intacct, System Administration
Education
Fordham Gabelli School of Business 2006 — 2010
Bachelor of Science (B.S.), Masters: Finance Minor: Economics
Mashable July 2015 - Present
Mashable March 2014 - Present
Adregius LLC December 2013 - March 2014
Opt-Intelligence February 2013 - March 2014
Opt-Intelligence December 2011 - March 2014
Precision Technique September 2010 - December 2011
Best Buy March 2010 - December 2011
Fordham University September 2006 - April 2010
Northwestern Mutual Life January 2009 - June 2009
Skills
Microsoft Excel, Outlook, Microsoft Office, Accounting, Microsoft Word, Finance, PowerPoint, Data Entry, Salesforce.com, Social Media, Email Marketing, Quickbooks, Desktop Support, Photoshop, Excel, Word, Customer Service, Spreadsheets, Financial Reporting, Access, MS Office Suite, Windows 7, Mac OS X, Telephone Skills, Account Reconciliation, Intacct, System Administration
Education
Fordham Gabelli School of Business 2006 — 2010
Bachelor of Science (B.S.), Masters: Finance Minor: Economics
Stephen John-Lewis Stephen John-Lewis's Northwestern Mutual Life Experience December 2009 - July 2010
Job Financial Planning | Credit Repair | Budget Analysis
Industry Insurance
Experience
Primerica 2014 - Present
Various 2008 - Present
Bed Bath & Beyond 2013 - Present
Northwestern Mutual Life December 2009 - July 2010
Pan Am Mortgage 2007 - 2008
First Franklin Financial Corp. 2004 - 2006
Morgan Funding Corp 2002 - 2003
Skills
Estate Planning, Mutual Funds, Strategic Financial..., Asset Managment, Variable Products, Portfolio Management, Executive Benefit..., Strategic Planning, Key Person Insurance, Fundraising, Sales Management, Asset Management, Fixed Annuities, Financial Planning, Financial Services, Disability Insurance, Banking, Finance, Life Insurance, Marketing
Education
New Jersey City University 2011 — 2014
Bachelor of Science (B.S.), Business Management (Minor: Finance)
Hudson County Community College
Associates Degree, Business Management
Lincoln High School
Diploma
Primerica 2014 - Present
Various 2008 - Present
Bed Bath & Beyond 2013 - Present
Northwestern Mutual Life December 2009 - July 2010
Pan Am Mortgage 2007 - 2008
First Franklin Financial Corp. 2004 - 2006
Morgan Funding Corp 2002 - 2003
Skills
Estate Planning, Mutual Funds, Strategic Financial..., Asset Managment, Variable Products, Portfolio Management, Executive Benefit..., Strategic Planning, Key Person Insurance, Fundraising, Sales Management, Asset Management, Fixed Annuities, Financial Planning, Financial Services, Disability Insurance, Banking, Finance, Life Insurance, Marketing
Education
New Jersey City University 2011 — 2014
Bachelor of Science (B.S.), Business Management (Minor: Finance)
Hudson County Community College
Associates Degree, Business Management
Lincoln High School
Diploma
Amanda Vaal's Northwestern Mutual Life Experience January 2007 - March 2008
Job Senior Associate Marketing Manager at General Mills
Industry Consumer Goods
Experience
General Mills October 2014 - Present
General Mills December 2013 - October 2014
Target January 2012 - November 2013
Target August 2010 - December 2011
PricewaterhouseCoopers January 2009 - August 2010
Bradley & Associates, Inc. CPA Firm September 2008 - December 2008
Northwestern Mutual Life January 2007 - March 2008
Skills
Accounting, Microsoft Excel, Auditing, Teamwork, Financial Analysis, Finance, Leadership, Marketing, Data Analysis, Project Management, Forecasting, Marketing Strategy, Cross-functional Team..., Process Improvement, Retail
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Marketing - Brand Management, Medical Industry Leadership Institute (MILI)
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science (BS), Accounting & Finance
General Mills October 2014 - Present
General Mills December 2013 - October 2014
Target January 2012 - November 2013
Target August 2010 - December 2011
PricewaterhouseCoopers January 2009 - August 2010
Bradley & Associates, Inc. CPA Firm September 2008 - December 2008
Northwestern Mutual Life January 2007 - March 2008
Skills
Accounting, Microsoft Excel, Auditing, Teamwork, Financial Analysis, Finance, Leadership, Marketing, Data Analysis, Project Management, Forecasting, Marketing Strategy, Cross-functional Team..., Process Improvement, Retail
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Marketing - Brand Management, Medical Industry Leadership Institute (MILI)
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science (BS), Accounting & Finance
Philip Laska Philip Laska's Northwestern Mutual Life Experience 1988 - 1991
Job Treasury Manager, Cash Management & Investments at Towers Watson
Industry Management Consulting
Experience
Towers Watson January 2010 - Present
Towers Perrin September 2000 - January 2010
Aetna 1999 - 2000
Crown Cork & Seal 1996 - 1999
Lincoln National Life / CoreStates bank 1992 - 1994
Northwestern Mutual Life 1988 - 1991
Skills
Treasury Management, Cash Flow Forecasting, Investments, Risk Management, Mergers & Acquisitions, Banking, Mergers, Portfolio Management, Management, Credit, Financial Modeling, Financial Analysis, Process Improvement, Treasury, Finance
Education
Delaware Valley University 1994 — 1996
BS, Accounting
Widener University 1984 — 1988
BS, Management
Temple University - Fox School of Business and Management
Towers Watson January 2010 - Present
Towers Perrin September 2000 - January 2010
Aetna 1999 - 2000
Crown Cork & Seal 1996 - 1999
Lincoln National Life / CoreStates bank 1992 - 1994
Northwestern Mutual Life 1988 - 1991
Skills
Treasury Management, Cash Flow Forecasting, Investments, Risk Management, Mergers & Acquisitions, Banking, Mergers, Portfolio Management, Management, Credit, Financial Modeling, Financial Analysis, Process Improvement, Treasury, Finance
Education
Delaware Valley University 1994 — 1996
BS, Accounting
Widener University 1984 — 1988
BS, Management
Temple University - Fox School of Business and Management
Bill Presson's Northwestern Mutual Life Experience June 1983 - December 1989
Job VP Business Development at EGPS, Inc.
Industry Financial Services
Experience
EGPS, Inc. July 2015 - Present
Warren Averett Benefit Consultants, LLC February 2003 - July 2015
USASF July 2008 - May 2011
ACE Cheer Company June 2003 - May 2011
USASF June 2006 - July 2008
Kentucky Elite June 2001 - May 2003
Unified Trust Company, NA January 1999 - December 2002
Resource Benefit Planners,Inc. November 1986 - December 1998
Northwestern Mutual Life June 1983 - December 1989
Skills
401k, Retirement Planning, Employee Benefits, ERISA, Profit Sharing, Retirement, Due Diligence, Retirement Plan..., Pensions, Qualified Retirement..., Consulting, Pension Administration, Coaching, Leadership, Management, Financial Services, Insurance, Investments, Public Speaking, Finance, Financial Advisory, Financial Analysis, Strategic Planning, Portfolio Management, Customer Service, Team Building
Education
Eastern Kentucky University 1980 — 1983
BS, Political Science
Marshall County High School 1978 — 1980
diploma
EGPS, Inc. July 2015 - Present
Warren Averett Benefit Consultants, LLC February 2003 - July 2015
USASF July 2008 - May 2011
ACE Cheer Company June 2003 - May 2011
USASF June 2006 - July 2008
Kentucky Elite June 2001 - May 2003
Unified Trust Company, NA January 1999 - December 2002
Resource Benefit Planners,Inc. November 1986 - December 1998
Northwestern Mutual Life June 1983 - December 1989
Skills
401k, Retirement Planning, Employee Benefits, ERISA, Profit Sharing, Retirement, Due Diligence, Retirement Plan..., Pensions, Qualified Retirement..., Consulting, Pension Administration, Coaching, Leadership, Management, Financial Services, Insurance, Investments, Public Speaking, Finance, Financial Advisory, Financial Analysis, Strategic Planning, Portfolio Management, Customer Service, Team Building
Education
Eastern Kentucky University 1980 — 1983
BS, Political Science
Marshall County High School 1978 — 1980
diploma
John Freiburger's Northwestern Mutual Life Experience 1991 - 2001
Job Wealth Manager and Author of Strictly Business, Planning Strategies for Privately Owned Companies
Industry Financial Services
Experience
Ageology 2011 - Present
First Community Financial Bank 2008 - Present
National Financial Partners January 2001 - Present
Saint Joseph's College of Indiana 1998 - Present
Partners Financial 1995 - Present
Partners Wealth Management March 1991 - Present
Northwestern Mutual Life 1991 - 2001
Spiegel, Inc. February 1988 - April 1991
The Signature Group June 1987 - February 1988
Skills
Wealth Management, Asset Protection, Investment Management, Insurance, Business Planning, Risk Management, Securities, Tax, Expert Witness, Divorce Mediation, Public Speaking, Strategic Financial..., Investment Advisory, Finance, Estate Planning, Financial Advisory, Life Insurance, 401k, Alternative Investments, Financial Planners, Retirement Planning, Fixed Annuities, Strategy, Wealth, Financial Services, Wealth Management..., Retirement, Banking, Investments, Series 7, Mutual Funds, Asset Allocation, Disability Insurance, Long-term Care, Asset Managment, Series 63, IRAs, Investment Strategies, Employee Benefits, Portfolio Management, Series 6, High Net Worth..., Pensions, Term Life Insurance, FINRA, Executive Pay, Wealth Accumulation, Uniform Combined State..., Estate Tax Planning, Trust Services
Education
The American College 1998 — 2000
Masters of Science, Financial Services
DePaul University 1989 — 1991
Masters in Business Administration, Marketing
St. Joseph's College (IN) 1983 — 1987
Bachelor, Management/Marketing Information Systems
Bishop Dwenger High School 1979 — 1983
Ageology 2011 - Present
First Community Financial Bank 2008 - Present
National Financial Partners January 2001 - Present
Saint Joseph's College of Indiana 1998 - Present
Partners Financial 1995 - Present
Partners Wealth Management March 1991 - Present
Northwestern Mutual Life 1991 - 2001
Spiegel, Inc. February 1988 - April 1991
The Signature Group June 1987 - February 1988
Skills
Wealth Management, Asset Protection, Investment Management, Insurance, Business Planning, Risk Management, Securities, Tax, Expert Witness, Divorce Mediation, Public Speaking, Strategic Financial..., Investment Advisory, Finance, Estate Planning, Financial Advisory, Life Insurance, 401k, Alternative Investments, Financial Planners, Retirement Planning, Fixed Annuities, Strategy, Wealth, Financial Services, Wealth Management..., Retirement, Banking, Investments, Series 7, Mutual Funds, Asset Allocation, Disability Insurance, Long-term Care, Asset Managment, Series 63, IRAs, Investment Strategies, Employee Benefits, Portfolio Management, Series 6, High Net Worth..., Pensions, Term Life Insurance, FINRA, Executive Pay, Wealth Accumulation, Uniform Combined State..., Estate Tax Planning, Trust Services
Education
The American College 1998 — 2000
Masters of Science, Financial Services
DePaul University 1989 — 1991
Masters in Business Administration, Marketing
St. Joseph's College (IN) 1983 — 1987
Bachelor, Management/Marketing Information Systems
Bishop Dwenger High School 1979 — 1983
Jean Tong Jean Tong's Northwestern Mutual Life Experience June 2001 - June 2001
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
Jatson Insurance Brokerage & Financial Corporation June 2006 - Present
New York Life Insurance Company July 2001 - Present
Northwestern Mutual Life June 2001 - June 2001
MetLife June 1992 - June 2001
Fortune Furs Inc., A division of Ying Cheong Group Inc. 1987 - 1992
Ying Cheong Group Inc. (Leather, Fur, Feather & Down, Timber, Shoes) 1980 - 1992
Skills
Microsoft Office, Risk Management, Customer Service, Sales, Investments, Financial Analysis, Finance, Insurance, Project Management, Marketing, Public Speaking, Leadership
Education
LIU Brooklyn 1976 — 1978
Major in Master of Business Administration (MBA), Minor in Secretarial Management, Fine Arts, Business Administration and Management; Corporate Secretarial Managment, Music, Paintings
Hong Kong Baptist University 1970 — 1975
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jatson Insurance Brokerage & Financial Corporation June 2006 - Present
New York Life Insurance Company July 2001 - Present
Northwestern Mutual Life June 2001 - June 2001
MetLife June 1992 - June 2001
Fortune Furs Inc., A division of Ying Cheong Group Inc. 1987 - 1992
Ying Cheong Group Inc. (Leather, Fur, Feather & Down, Timber, Shoes) 1980 - 1992
Skills
Microsoft Office, Risk Management, Customer Service, Sales, Investments, Financial Analysis, Finance, Insurance, Project Management, Marketing, Public Speaking, Leadership
Education
LIU Brooklyn 1976 — 1978
Major in Master of Business Administration (MBA), Minor in Secretarial Management, Fine Arts, Business Administration and Management; Corporate Secretarial Managment, Music, Paintings
Hong Kong Baptist University 1970 — 1975
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
James Larschan's Northwestern Mutual Life Experience 2002 - 2009
Job Insurance Specialist at Keystone Insurance Group
Industry Insurance
Experience
Larschan Insurance Services April 2009 - January 2013
Northwestern Mutual Life 2002 - 2009
Entertainment 2004 - 2005
Skills
Fixed Annuities, Business Development, Life Insurance, Insurance, Small Business, Marketing Strategy, Leadership Development, New Business Development, Entrepreneurship, Team Building, Disability Insurance, Long-term Care, Term Life Insurance
Education
Florida Atlantic University 2002 — 2005
Business/Marketing
Florida State University 2001 — 2002
Business
Valencia College 1999 — 2001
Business
Palm Beach Gardens High School 1996 — 1999
Larschan Insurance Services April 2009 - January 2013
Northwestern Mutual Life 2002 - 2009
Entertainment 2004 - 2005
Skills
Fixed Annuities, Business Development, Life Insurance, Insurance, Small Business, Marketing Strategy, Leadership Development, New Business Development, Entrepreneurship, Team Building, Disability Insurance, Long-term Care, Term Life Insurance
Education
Florida Atlantic University 2002 — 2005
Business/Marketing
Florida State University 2001 — 2002
Business
Valencia College 1999 — 2001
Business
Palm Beach Gardens High School 1996 — 1999
Eric Maldonado's Northwestern Mutual Life Experience February 2003 - November 2008
Job Community & Government Relations Officer, Travis Credit Union
Industry Government Relations
Experience
Travis Credit Union January 2009 - Present
The Rotary Club of Concord Diablo July 2012 - Present
Hispanic Chamber of Commerce of Contra Costa County July 2011 - July 2013
Northwestern Mutual Life February 2003 - November 2008
Phoenix Life Insurance Company January 1996 - June 1998
Skills
Strategic Planning, Investments, Asset, Finance, Training, Public Speaking, Non-profit..., Business, Financial Analysis, Marketing, Fundraising, Coaching, Strategic Financial..., Non-profits, Business Development, Budgets, Accounting, Business Strategy, Management, Mortgage Lending, Analysis, Disability Insurance, Team Leadership, Event Planning, Business Planning, Leadership, Organizational..., Community Engagement, Sales, Public Relations, Community Development, Entrepreneurship, Nonprofits, Social Networking, Federal Government..., Data Analysis, Team Building, Event Management, Grants, Leadership Development, Social Media, Community Outreach, Start-ups, Spanish, Policy, Banking, Marketing Strategy
Education
Heald College 1996 — 1998
AS, Business Adminstration
Travis Credit Union January 2009 - Present
The Rotary Club of Concord Diablo July 2012 - Present
Hispanic Chamber of Commerce of Contra Costa County July 2011 - July 2013
Northwestern Mutual Life February 2003 - November 2008
Phoenix Life Insurance Company January 1996 - June 1998
Skills
Strategic Planning, Investments, Asset, Finance, Training, Public Speaking, Non-profit..., Business, Financial Analysis, Marketing, Fundraising, Coaching, Strategic Financial..., Non-profits, Business Development, Budgets, Accounting, Business Strategy, Management, Mortgage Lending, Analysis, Disability Insurance, Team Leadership, Event Planning, Business Planning, Leadership, Organizational..., Community Engagement, Sales, Public Relations, Community Development, Entrepreneurship, Nonprofits, Social Networking, Federal Government..., Data Analysis, Team Building, Event Management, Grants, Leadership Development, Social Media, Community Outreach, Start-ups, Spanish, Policy, Banking, Marketing Strategy
Education
Heald College 1996 — 1998
AS, Business Adminstration
Justin Kirby, CLU, CLTC, CRPS Justin Kirby, CLU, CLTC, CRPS's Northwestern Mutual Life Experience May 1995 - June 1996
Job Wealth Management Advisor, Northwestern Mutual Wealth Management Company
Industry Financial Services
Experience
Northwestern Mutual Wealth Management Company June 1996 - Present
Northwestern Mutual February 2008 - December 2009
Northwestern Mutual Life May 1995 - June 1996
Education
Illinois State University 1994 — 1996
BS, Business Administration and Marketing
Parkland College 1992 — 1994
Associates, Business Administration
Unity High School
Northwestern Mutual Wealth Management Company June 1996 - Present
Northwestern Mutual February 2008 - December 2009
Northwestern Mutual Life May 1995 - June 1996
Education
Illinois State University 1994 — 1996
BS, Business Administration and Marketing
Parkland College 1992 — 1994
Associates, Business Administration
Unity High School
Lisa Kinealy's Northwestern Mutual Life Experience July 1991 - January 1999
Job Marketing Communication Specialist
Industry Biotechnology
Experience
EMD Millipore June 2006 - November 2012
LINCO Research, Inc. January 1999 - June 2006
Northwestern Mutual Life July 1991 - January 1999
Skills
Lifesciences, Pharmaceutical Industry, Biotechnology, Trade Shows, CRM, Project Management, Marketing Strategy, Marketing Communications, Salesforce.com, Email Marketing, Administrative Office..., Multi-channel Marketing, Integrated Marketing, Brand Management, Lead Generation, Advertising, Management, B2B Marketing, Marketing, Sales, Online Marketing
Education
Culver Stockton College 1987 — 1991
B.S., Business Administration
EMD Millipore June 2006 - November 2012
LINCO Research, Inc. January 1999 - June 2006
Northwestern Mutual Life July 1991 - January 1999
Skills
Lifesciences, Pharmaceutical Industry, Biotechnology, Trade Shows, CRM, Project Management, Marketing Strategy, Marketing Communications, Salesforce.com, Email Marketing, Administrative Office..., Multi-channel Marketing, Integrated Marketing, Brand Management, Lead Generation, Advertising, Management, B2B Marketing, Marketing, Sales, Online Marketing
Education
Culver Stockton College 1987 — 1991
B.S., Business Administration
Laura Schmidt, MBA Laura Schmidt, MBA's Northwestern Mutual Life Experience March 1989 - February 2004
Job Independent Leadership and Development Consultant
Industry Program Development
Experience
School District of New Berlin April 2013 - Present
Elmbrook Education Foundation June 2008 - January 2013
Northwestern Mutual Life March 1989 - February 2004
Skills
Team Building, Strategic Planning, Organizational..., Program Development, Strategic Communications, Change Management, Strategic Partnerships, Team Leadership, Business Analysis, Community Outreach, Integrity, Community Engagement, Problem Solving, Information Technology, Brand Management, Grant Writing, Community Development, Economic Development, Leadership Development, Non-profit..., Strategy, Nonprofits, Grants, Leadership, Fundraising, Marketing, Management, CRM, Project Management, Analysis, Marketing Strategy, Public Speaking
Education
Marquette University 1989 — 1992
MBA, Leadership Studies
University of Wisconsin-Whitewater 1985 — 1989
BBA, Management Computer Systems
School District of New Berlin April 2013 - Present
Elmbrook Education Foundation June 2008 - January 2013
Northwestern Mutual Life March 1989 - February 2004
Skills
Team Building, Strategic Planning, Organizational..., Program Development, Strategic Communications, Change Management, Strategic Partnerships, Team Leadership, Business Analysis, Community Outreach, Integrity, Community Engagement, Problem Solving, Information Technology, Brand Management, Grant Writing, Community Development, Economic Development, Leadership Development, Non-profit..., Strategy, Nonprofits, Grants, Leadership, Fundraising, Marketing, Management, CRM, Project Management, Analysis, Marketing Strategy, Public Speaking
Education
Marquette University 1989 — 1992
MBA, Leadership Studies
University of Wisconsin-Whitewater 1985 — 1989
BBA, Management Computer Systems
Ryan K Bucholtz's Northwestern Mutual Life Experience 2007 - 2007
Job Columbus Inventory Management Specialist II at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase August 2014 - Present
JPMorgan Chase February 2013 - August 2014
JPMorgan Chase November 2009 - February 2013
JP Morgan Chase July 2008 - November 2009
JPMorgan Chase October 2007 - July 2008
JPMorgan Chase August 2007 - October 2007
Northwestern Mutual Life 2007 - 2007
Huntington National Bank July 2003 - October 2006
Nationwide Financial May 1999 - October 2002
Skills
Banking, Financial Services, Customer Service, Leadership, Management, Finance, Investments, Sales, Mortgage Lending
Education
Columbus State Community College 1994 — 1997
Grove City 1989 — 1993
JPMorgan Chase August 2014 - Present
JPMorgan Chase February 2013 - August 2014
JPMorgan Chase November 2009 - February 2013
JP Morgan Chase July 2008 - November 2009
JPMorgan Chase October 2007 - July 2008
JPMorgan Chase August 2007 - October 2007
Northwestern Mutual Life 2007 - 2007
Huntington National Bank July 2003 - October 2006
Nationwide Financial May 1999 - October 2002
Skills
Banking, Financial Services, Customer Service, Leadership, Management, Finance, Investments, Sales, Mortgage Lending
Education
Columbus State Community College 1994 — 1997
Grove City 1989 — 1993
Ryan Orris's Northwestern Mutual Life Experience June 2006 - Present
Job Financial Representative Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Life June 2006 - Present
Education
University of Massachusetts at Amherst - Isenberg School of Management 1990 — 1995
Northwestern Mutual Life June 2006 - Present
Education
University of Massachusetts at Amherst - Isenberg School of Management 1990 — 1995
Alex Bernard's Northwestern Mutual Life Experience 2004 - 2004
Job Business Operations Program Manager at Amazon
Industry Information Technology and Services
Experience
Amazon October 2014 - Present
Ernst & Young September 2012 - September 2014
Deloitte July 2008 - September 2012
Accenture June 2007 - June 2008
Northwestern Mutual Life 2004 - 2004
Skills
Program Management, Cost Accounting, Financial Reporting, Data Analysis, Project Management, Activity Based Costing, Grants, Management Consulting, Financial Modeling, Financial Analysis, Business Process..., Business Process..., Business Analysis, Business Transformation, Business Case, Valuation, Risk Management, Corporate Finance, Due Diligence, Process Improvement, IT Strategy, Business Process, Business Intelligence, Analysis, Analytics, Finance, Outsourcing, Strategy, Managerial Finance, Consulting, Business Development, Internal Audit, Management, Performance Management, Shared Services, PMO, Strategic Planning, Requirements Analysis
Education
Loyola University Maryland 2003 — 2007
BBA, Finance, French
University of Auckland 2006 — 2006
Bachelor of Business Administration (BBA), Finance
Ridge High School 1999 — 2003
Amazon October 2014 - Present
Ernst & Young September 2012 - September 2014
Deloitte July 2008 - September 2012
Accenture June 2007 - June 2008
Northwestern Mutual Life 2004 - 2004
Skills
Program Management, Cost Accounting, Financial Reporting, Data Analysis, Project Management, Activity Based Costing, Grants, Management Consulting, Financial Modeling, Financial Analysis, Business Process..., Business Process..., Business Analysis, Business Transformation, Business Case, Valuation, Risk Management, Corporate Finance, Due Diligence, Process Improvement, IT Strategy, Business Process, Business Intelligence, Analysis, Analytics, Finance, Outsourcing, Strategy, Managerial Finance, Consulting, Business Development, Internal Audit, Management, Performance Management, Shared Services, PMO, Strategic Planning, Requirements Analysis
Education
Loyola University Maryland 2003 — 2007
BBA, Finance, French
University of Auckland 2006 — 2006
Bachelor of Business Administration (BBA), Finance
Ridge High School 1999 — 2003
Steve Mizel Steve Mizel's Northwestern Mutual Life Experience 1995 - 1997
Job Communications Project Coordinator at Patriots Point Development Authority
Industry Marketing and Advertising
Experience
SLM Consulting & Marketing dba iPrintCharleston January 2011 - Present
Patriots Point Development Authority February 2015 - Present
Patriots Point Development Authority July 2012 - February 2015
Coastal SCORE Chapter 285 March 2011 - June 2014
Tourist Pack Coupons - Tour Pack, LLC 1997 - 2011
The Greater Summerville/Dorchester County Chamber of Commerce June 1999 - December 2002
Northwestern Mutual Life 1995 - 1997
Val-Pak of Charleston - Mailpro, Inc. 1985 - 1994
Precision Mailing Services 1990 - 1992
Lowcountry Target Mailing, Inc. 1987 - 1990
Skills
Advertising, Direct Marketing, Advertising Sales, New Business Development, Radio Advertising, Selling, Radio, Tourism, Leadership, Social Media, Contract Negotiation, Start-ups, Entrepreneurship, Sales, Competitive Analysis, Tourism Marketing, Advertising Consulting, Printing Broker, Mailing Lists Broker, Solo Direct Mailing, Co-op Direct Mail..., Sales Skills Training, Contract Negotiations, Targeted Customer..., Consultative Selling, Small Business, Social Media Marketing, Public Relations, Direct Mail, Event Management, Time Management, Online Marketing, Event Planning, Email Marketing, Media Relations, Newsletters
Education
Louisiana Tech University
B.A., Speech/Journalism
UNCC
College of Business Administration, Charlotte Sales & Marketing Executives, Inc. CSME Sales Training Institute
SLM Consulting & Marketing dba iPrintCharleston January 2011 - Present
Patriots Point Development Authority February 2015 - Present
Patriots Point Development Authority July 2012 - February 2015
Coastal SCORE Chapter 285 March 2011 - June 2014
Tourist Pack Coupons - Tour Pack, LLC 1997 - 2011
The Greater Summerville/Dorchester County Chamber of Commerce June 1999 - December 2002
Northwestern Mutual Life 1995 - 1997
Val-Pak of Charleston - Mailpro, Inc. 1985 - 1994
Precision Mailing Services 1990 - 1992
Lowcountry Target Mailing, Inc. 1987 - 1990
Skills
Advertising, Direct Marketing, Advertising Sales, New Business Development, Radio Advertising, Selling, Radio, Tourism, Leadership, Social Media, Contract Negotiation, Start-ups, Entrepreneurship, Sales, Competitive Analysis, Tourism Marketing, Advertising Consulting, Printing Broker, Mailing Lists Broker, Solo Direct Mailing, Co-op Direct Mail..., Sales Skills Training, Contract Negotiations, Targeted Customer..., Consultative Selling, Small Business, Social Media Marketing, Public Relations, Direct Mail, Event Management, Time Management, Online Marketing, Event Planning, Email Marketing, Media Relations, Newsletters
Education
Louisiana Tech University
B.A., Speech/Journalism
UNCC
College of Business Administration, Charlotte Sales & Marketing Executives, Inc. CSME Sales Training Institute
Curt Bennett's Northwestern Mutual Life Experience July 2010 - Present
Job Financial Representative Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Life July 2010 - Present
Big Brothers Big Sisters of Central Indiana December 2007 - July 2010
King Park Area Development Corporation 2006 - 2007
Education
Indiana University Bloomington 1998 — 2006
Carroll High School
Northwestern Mutual Life July 2010 - Present
Big Brothers Big Sisters of Central Indiana December 2007 - July 2010
King Park Area Development Corporation 2006 - 2007
Education
Indiana University Bloomington 1998 — 2006
Carroll High School
Paul Brooker Paul Brooker's Northwestern Mutual Life Experience May 1999 - September 2000
Job Medcal Devices
Industry Medical Devices
Experience
Maloney Medical Sales June 2014 - Present
JPMorgan Chase April 2011 - June 2015
Northwestern Mutual Financial Network February 2009 - April 2011
Yellowbook USA August 2007 - November 2008
Sales Strategies Group January 2006 - July 2007
Enterprise Rent-A-Car March 2001 - January 2006
Northwestern Mutual Life May 1999 - September 2000
Wegmans Food and Pharmacy May 1994 - May 1999
Skills
Finance, Management, Leadership, Customer Service, Mortgage Lending, Training, Loans, Financial Services, Sales Process, Financial Analysis, Life Insurance, Marketing Strategy, Underwriting, Financial Risk, Business Planning, Time Management, Advertising, Banking, Credit, Retirement Planning, Negotiation, Coaching, Retirement, sales, Team Building, Sales Management, Sales, Strategic Planning, Account Management, Marketing, New Business Development, Process Improvement, Sales Operations
Education
Peter Greider Certified Coach 2009 — 2010
Certified Coach, Professional Coaching
St. John Fisher College 1997 — 1999
BS, Management, Finance, Economics
Finger Lakes Community College 1995 — 1997
AS, Business
Canandiagua Academy 1991 — 1995
Maloney Medical Sales June 2014 - Present
JPMorgan Chase April 2011 - June 2015
Northwestern Mutual Financial Network February 2009 - April 2011
Yellowbook USA August 2007 - November 2008
Sales Strategies Group January 2006 - July 2007
Enterprise Rent-A-Car March 2001 - January 2006
Northwestern Mutual Life May 1999 - September 2000
Wegmans Food and Pharmacy May 1994 - May 1999
Skills
Finance, Management, Leadership, Customer Service, Mortgage Lending, Training, Loans, Financial Services, Sales Process, Financial Analysis, Life Insurance, Marketing Strategy, Underwriting, Financial Risk, Business Planning, Time Management, Advertising, Banking, Credit, Retirement Planning, Negotiation, Coaching, Retirement, sales, Team Building, Sales Management, Sales, Strategic Planning, Account Management, Marketing, New Business Development, Process Improvement, Sales Operations
Education
Peter Greider Certified Coach 2009 — 2010
Certified Coach, Professional Coaching
St. John Fisher College 1997 — 1999
BS, Management, Finance, Economics
Finger Lakes Community College 1995 — 1997
AS, Business
Canandiagua Academy 1991 — 1995
Scott Lowe's Northwestern Mutual Life Experience January 2004 - March 2009
Job Financial Advisor & Owner at The Affinity Group, "Your Vision, Our Guidance"
Industry Financial Services
Experience
The Affinity Group Inc. March 2009 - Present
Northwestern Mutual Life January 2004 - March 2009
Northwestern Mutual May 2003 - January 2004
Education
Malone College 2000 — 2004
Communication Arts, Public Relations
The Affinity Group Inc. March 2009 - Present
Northwestern Mutual Life January 2004 - March 2009
Northwestern Mutual May 2003 - January 2004
Education
Malone College 2000 — 2004
Communication Arts, Public Relations
Alieux Casey Alieux Casey's Northwestern Mutual Life Experience November 2004 - October 2007
Job Underwriter at Sisters of Providence Health System
Industry Insurance
Experience
Insurance Company October 2007 - Present
Sisters of Providence Health System October 2007 - Present
Northwestern Mutual Life November 2004 - October 2007
Humana August 1987 - September 1999
Education
Lincoln Memorial University 1980 — 1985
BS, Management, Finance
Insurance Company October 2007 - Present
Sisters of Providence Health System October 2007 - Present
Northwestern Mutual Life November 2004 - October 2007
Humana August 1987 - September 1999
Education
Lincoln Memorial University 1980 — 1985
BS, Management, Finance
James Bey, CLU, ChFC's Northwestern Mutual Life Experience 1988 - 2003
Job Financial Advisor at Partners Wealth Managment
Industry Financial Services
Experience
Partners Wealth Management September 2003 - Present
The Leukemia & Lymphoma Society January 1999 - June 2003
Northwestern Mutual Life 1988 - 2003
Skills
Wealth Management, Asset Allocation, Portfolio Management, Investments, Investment Management, Insurance, Securities, Risk Management, Wealth, Wealth Management...
Education
Iowa State University - College of Business 1983 — 1987
Marketing
Barrington High School 1979 — 1983
The American College
CLU, Chartered Life Underwriter
The American College
ChFC, Chartered Financial Consultant
Partners Wealth Management September 2003 - Present
The Leukemia & Lymphoma Society January 1999 - June 2003
Northwestern Mutual Life 1988 - 2003
Skills
Wealth Management, Asset Allocation, Portfolio Management, Investments, Investment Management, Insurance, Securities, Risk Management, Wealth, Wealth Management...
Education
Iowa State University - College of Business 1983 — 1987
Marketing
Barrington High School 1979 — 1983
The American College
CLU, Chartered Life Underwriter
The American College
ChFC, Chartered Financial Consultant
Gregory Baekey, CLU, ChFC Gregory Baekey, CLU, ChFC's Northwestern Mutual Life Experience 1986 - 2009
Job Financial Representative at Northwestern Mutual Life
Industry Financial Services
Experience
Northwestern Mutual Financial Network January 1986 - Present
Northwestern Mutual Life 1986 - 2009
Education
Ithaca College
Bachelor, Science
Northwestern Mutual Financial Network January 1986 - Present
Northwestern Mutual Life 1986 - 2009
Education
Ithaca College
Bachelor, Science
Imran Mudassar Imran Mudassar's Northwestern Mutual Life Experience December 2006 - March 2009
Job Senior Solutions Architect at Northwestern Mutual
Industry Information Technology and Services
Experience
Northwestern Mutual February 2015 - Present
Harley-Davidson Motor Company November 2012 - February 2015
Wisconsin DB2 User's Group - WDUG January 2009 - January 2015
Harley-Davidson Motor Company February 2010 - December 2012
StrataVia Corporation June 2009 - February 2010
Northwestern Mutual Life December 2006 - March 2009
Northwestern Mutual Life June 2004 - December 2006
ExtarQuest Corporation August 2003 - June 2004
Aspen Technology June 2001 - August 2003
CresSoft, Inc July 1996 - June 2001
Skills
Enterprise Architecture, SDLC, ITIL, PMP, Databases, Software Development, Unix, CRM, Project Management, Management, Leadership, Quality Assurance, DB2
Education
IST Penn State
Institute of Business Administration
BS, MIS
Northwestern Mutual February 2015 - Present
Harley-Davidson Motor Company November 2012 - February 2015
Wisconsin DB2 User's Group - WDUG January 2009 - January 2015
Harley-Davidson Motor Company February 2010 - December 2012
StrataVia Corporation June 2009 - February 2010
Northwestern Mutual Life December 2006 - March 2009
Northwestern Mutual Life June 2004 - December 2006
ExtarQuest Corporation August 2003 - June 2004
Aspen Technology June 2001 - August 2003
CresSoft, Inc July 1996 - June 2001
Skills
Enterprise Architecture, SDLC, ITIL, PMP, Databases, Software Development, Unix, CRM, Project Management, Management, Leadership, Quality Assurance, DB2
Education
IST Penn State
Institute of Business Administration
BS, MIS
Gilberto Torres's Northwestern Mutual Life Experience 1989 - 1991
Job Principal, Bcon LLC
Industry Information Technology and Services
Experience
Bcon LLC July 2014 - Present
GT & Associates July 2012 - July 2014
Abarca Health LLC August 2009 - July 2012
Pharmacy Insurance Corporation of America 2009 - July 2012
GT & Associates Inc. 2001 - 2009
Deloitte Consulting 1991 - 2001
Northwestern Mutual Life 1989 - 1991
Skills
IT Strategy, HIPAA, Program Management, Project Management, Healthcare, Business Intelligence, Health Insurance, Healthcare Information..., Microsoft SQL Server, Team Leadership, Business Strategy, Software Project..., Business Process..., Management Consulting, SDLC, Software Development, Business Analysis, Business Development, Project Portfolio..., Business Process, Data Analysis, Requirements Analysis, Integration, Software Documentation, Cross-functional Team..., Start-ups, Process Improvement, Vendor Management, Strategy, Consulting, Enterprise Architecture, IT Management, Analysis, Requirements Gathering, PMO, PMP, Governance, Enterprise Software, Databases, Disaster Recovery, Data Warehousing, Business Transformation, CRM, Information Technology, Managed Care, SaaS, SharePoint, Solution Architecture
Education
Marquette University 1985 — 1989
Bachelor of Science, Finance / MIS
Colegio San Jose
High School Diploma
Bcon LLC July 2014 - Present
GT & Associates July 2012 - July 2014
Abarca Health LLC August 2009 - July 2012
Pharmacy Insurance Corporation of America 2009 - July 2012
GT & Associates Inc. 2001 - 2009
Deloitte Consulting 1991 - 2001
Northwestern Mutual Life 1989 - 1991
Skills
IT Strategy, HIPAA, Program Management, Project Management, Healthcare, Business Intelligence, Health Insurance, Healthcare Information..., Microsoft SQL Server, Team Leadership, Business Strategy, Software Project..., Business Process..., Management Consulting, SDLC, Software Development, Business Analysis, Business Development, Project Portfolio..., Business Process, Data Analysis, Requirements Analysis, Integration, Software Documentation, Cross-functional Team..., Start-ups, Process Improvement, Vendor Management, Strategy, Consulting, Enterprise Architecture, IT Management, Analysis, Requirements Gathering, PMO, PMP, Governance, Enterprise Software, Databases, Disaster Recovery, Data Warehousing, Business Transformation, CRM, Information Technology, Managed Care, SaaS, SharePoint, Solution Architecture
Education
Marquette University 1985 — 1989
Bachelor of Science, Finance / MIS
Colegio San Jose
High School Diploma
Iglika Jilly's Northwestern Mutual Life Experience 2000 - 2000
Job Team Leader at SunGard
Industry Financial Services
Experience
SunGard January 2014 - Present
SunGard January 2006 - January 2014
Alltel / Fidelity National Financial / Harris Bank 2001 - 2004
Alltel / Fidelity National Financial / Harris Bank 2001 - 2002
Northwestern Mutual Life 2000 - 2000
Skills
Financial Reporting, Software Documentation, Treasury, Requirements Analysis, Forecasting, FX Options, Accounting, User Acceptance Testing, Cash Management, Project Management, Management Consulting, Software Design, Software Development, Project Planning, Project Coordination, Project Finance, Project Delivery, Cash Flow Forecasting, Leadership, Strategic Leadership, Software Project..., Treasury Management, Software Implementation, Crystal Reports, Data Transformation, SWIFT payments, Banking, Bank Reconciliation, FX trading, Debt, Investments, Money Market, Interest Rate Swaps, Business Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
Master of Business Administration (MBA), MBA - Strategy, Execution and Valuation
SunGard January 2014 - Present
SunGard January 2006 - January 2014
Alltel / Fidelity National Financial / Harris Bank 2001 - 2004
Alltel / Fidelity National Financial / Harris Bank 2001 - 2002
Northwestern Mutual Life 2000 - 2000
Skills
Financial Reporting, Software Documentation, Treasury, Requirements Analysis, Forecasting, FX Options, Accounting, User Acceptance Testing, Cash Management, Project Management, Management Consulting, Software Design, Software Development, Project Planning, Project Coordination, Project Finance, Project Delivery, Cash Flow Forecasting, Leadership, Strategic Leadership, Software Project..., Treasury Management, Software Implementation, Crystal Reports, Data Transformation, SWIFT payments, Banking, Bank Reconciliation, FX trading, Debt, Investments, Money Market, Interest Rate Swaps, Business Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2002 — 2005
Master of Business Administration (MBA), MBA - Strategy, Execution and Valuation
Brian Moran's Northwestern Mutual Life Experience December 2001 - September 2004
Job Executive Director/Chief Compliance Officer at Sterling Capital Management LLC and Sterling Capital Funds, LLC;SVP BB&T
Industry Financial Services
Experience
Sterling Capital Management LLC July 2014 - Present
BB&T July 2014 - Present
TIAA-CREF December 2006 - July 2014
Teachers Personal Investors Services, Inc. December 2006 - July 2014
Wachovia Capital Markets/Structured Asset Investors September 2004 - December 2006
Northwestern Mutual Life December 2001 - September 2004
AIG/American General Financial Group, Inc January 2000 - November 2001
Fleet-Boston/Robertson Stephens October 1997 - January 2000
American Stock Exchange, Incorporated November 1997 - October 1998
AMBAC, Incorporated January 1996 - January 1997
Skills
Hedge Funds, Securities, Compliance, Fixed Income, Investments, FINRA, Risk Management, Investment Advisory, Trading, Banking, Investment Banking, Financial Services, Capital Markets, Mutual Funds, Equities, Investment Management, Due Diligence, AML, Insurance, Series 7, Financial Advisory, Credit, Series 63, Loans, Series 24, Asset Management, Alternative Investments, Finance, Retirement, Wealth Management, Financial Risk, Auditing, SEC, KYC, Operational Risk, Portfolio Management, Securities Regulation, Funding, Private Equity, Anti Money Laundering, Management, Executive Management, Leadership
Education
University of Pennsylvania, FINRA Institute-Wharton 2001 — 2005
N/A, Certified Regulatory & ComplianceProfessional, Pass
University of Pennsylvania - The Wharton School 2001 — 2004
None, CRCP
University of Maryland - Robert H. Smith School of Business 1992 — 1995
MBA, Finance
Fordham University 1978 — 1982
BS, Public Accounting
Washingtonville 1974 — 1978
Regents, Political Science and Government
New York
Bachelor of Science (BS), Public Accounting
Sterling Capital Management LLC July 2014 - Present
BB&T July 2014 - Present
TIAA-CREF December 2006 - July 2014
Teachers Personal Investors Services, Inc. December 2006 - July 2014
Wachovia Capital Markets/Structured Asset Investors September 2004 - December 2006
Northwestern Mutual Life December 2001 - September 2004
AIG/American General Financial Group, Inc January 2000 - November 2001
Fleet-Boston/Robertson Stephens October 1997 - January 2000
American Stock Exchange, Incorporated November 1997 - October 1998
AMBAC, Incorporated January 1996 - January 1997
Skills
Hedge Funds, Securities, Compliance, Fixed Income, Investments, FINRA, Risk Management, Investment Advisory, Trading, Banking, Investment Banking, Financial Services, Capital Markets, Mutual Funds, Equities, Investment Management, Due Diligence, AML, Insurance, Series 7, Financial Advisory, Credit, Series 63, Loans, Series 24, Asset Management, Alternative Investments, Finance, Retirement, Wealth Management, Financial Risk, Auditing, SEC, KYC, Operational Risk, Portfolio Management, Securities Regulation, Funding, Private Equity, Anti Money Laundering, Management, Executive Management, Leadership
Education
University of Pennsylvania, FINRA Institute-Wharton 2001 — 2005
N/A, Certified Regulatory & ComplianceProfessional, Pass
University of Pennsylvania - The Wharton School 2001 — 2004
None, CRCP
University of Maryland - Robert H. Smith School of Business 1992 — 1995
MBA, Finance
Fordham University 1978 — 1982
BS, Public Accounting
Washingtonville 1974 — 1978
Regents, Political Science and Government
New York
Bachelor of Science (BS), Public Accounting
Nick Peradotti's Northwestern Mutual Life Experience January 1996 - April 1997
Job LifeStyle Continuation Advocate
Industry Financial Services
Experience
Amore Advocate and Advisory Group January 2010 - Present
RSA Medical, LLC July 2012 - September 2014
LifeMark Partners, Inc. January 2009 - June 2012
Nerine Small Business Consulting May 2007 - December 2008
Leaders Partners, Inc. April 1997 - April 2007
Northwestern Mutual Life January 1996 - April 1997
Skills
Special Needs Planning, Long Term Care, Wealth Transfer Planning, Risk Mitigation, Insurance Planning, Key Person Insurance, Business Plan Evaluation, Divorce Planning, Long-term Care, Business Planning, Life Insurance, Disability Insurance, Wealth, Marketing, Financial Planners, Risk Management, Financial Services, Retirement, Training, Special Education, Insurance, Fixed Annuities, Estate Planning, Sales, Retirement Planning, Health Insurance, Financial Planning
Education
Illinois Wesleyan University 1992 — 1996
Amore Advocate and Advisory Group January 2010 - Present
RSA Medical, LLC July 2012 - September 2014
LifeMark Partners, Inc. January 2009 - June 2012
Nerine Small Business Consulting May 2007 - December 2008
Leaders Partners, Inc. April 1997 - April 2007
Northwestern Mutual Life January 1996 - April 1997
Skills
Special Needs Planning, Long Term Care, Wealth Transfer Planning, Risk Mitigation, Insurance Planning, Key Person Insurance, Business Plan Evaluation, Divorce Planning, Long-term Care, Business Planning, Life Insurance, Disability Insurance, Wealth, Marketing, Financial Planners, Risk Management, Financial Services, Retirement, Training, Special Education, Insurance, Fixed Annuities, Estate Planning, Sales, Retirement Planning, Health Insurance, Financial Planning
Education
Illinois Wesleyan University 1992 — 1996
Rick Waller's Northwestern Mutual Life Experience January 1998 - December 1998
Job IT Management Consultant at Privately Held Global Financial Services Firm
Industry Financial Services
Experience
Privately Held Global Financial Services Firm August 2010 - Present
Concentric Systems October 2009 - August 2010
Ruby Tuesday Midwest January 2008 - September 2009
State of Illinois October 2006 - December 2007
Cargill Meat Solutions January 2006 - October 2006
Health South January 2006 - April 2006
Caterpillar Inc. January 2001 - December 2005
PricewaterhouseCoopers January 1998 - December 2002
Ford Motor Company January 1999 - December 2000
Northwestern Mutual Life January 1998 - December 1998
Skills
Workday, SaaS, Technology Integration, PMP, Program Management, Management Consulting, Business Process..., Integration, Enterprise Software, Strategy, Outsourcing, Project Management, Management, Human Resources, Software Development, IT Strategy, PeopleSoft, Business Process, Leadership, Consulting
Education
DePaul University 1992 — 1997
Bachelors, Finance; Management Information Systems
DePaul University 1992 — 1996
Bachelor's degree, Finance and Financial Management Services
Privately Held Global Financial Services Firm August 2010 - Present
Concentric Systems October 2009 - August 2010
Ruby Tuesday Midwest January 2008 - September 2009
State of Illinois October 2006 - December 2007
Cargill Meat Solutions January 2006 - October 2006
Health South January 2006 - April 2006
Caterpillar Inc. January 2001 - December 2005
PricewaterhouseCoopers January 1998 - December 2002
Ford Motor Company January 1999 - December 2000
Northwestern Mutual Life January 1998 - December 1998
Skills
Workday, SaaS, Technology Integration, PMP, Program Management, Management Consulting, Business Process..., Integration, Enterprise Software, Strategy, Outsourcing, Project Management, Management, Human Resources, Software Development, IT Strategy, PeopleSoft, Business Process, Leadership, Consulting
Education
DePaul University 1992 — 1997
Bachelors, Finance; Management Information Systems
DePaul University 1992 — 1996
Bachelor's degree, Finance and Financial Management Services
Tammy Deur's Northwestern Mutual Life Experience 1995 - 1997
Job Director of Marketing at Grotenhuis
Industry Insurance
Experience
Grotenhuis May 2006 - Present
Rogers Benefit Group 1997 - 2003
Northwestern Mutual Life 1995 - 1997
Skills
Life Insurance, Health Insurance, Disability Insurance, Employee Benefits, Insurance
Education
Grand Valley State University 1992 — 1995
Marketing
Grotenhuis May 2006 - Present
Rogers Benefit Group 1997 - 2003
Northwestern Mutual Life 1995 - 1997
Skills
Life Insurance, Health Insurance, Disability Insurance, Employee Benefits, Insurance
Education
Grand Valley State University 1992 — 1995
Marketing
Craig Ceculski's Northwestern Mutual Life Experience January 1996 - October 1996
Job Senior Underwriting Consultant at Blue Cross Blue Shield of Georgia
Industry Insurance
Experience
Anthem June 2013 - Present
Medical Mutual of Ohio January 2007 - May 2013
Medical Mutual of Ohio December 1996 - December 2006
City of Northwood 2004 - 2006
Northwestern Mutual Life January 1996 - October 1996
Skills
Underwriting, Insurance, Healthcare, Analysis, Data Analysis, Management, Communication Skills, Life Insurance, Microsoft Excel, Employee Benefits, Health Savings Accounts, Medicare, Claim
Education
Heidelberg University 2005 — 2007
MBA, Business
University of Toledo 1991 — 1995
Bachelor of Business Administration, Accounting
Anthem June 2013 - Present
Medical Mutual of Ohio January 2007 - May 2013
Medical Mutual of Ohio December 1996 - December 2006
City of Northwood 2004 - 2006
Northwestern Mutual Life January 1996 - October 1996
Skills
Underwriting, Insurance, Healthcare, Analysis, Data Analysis, Management, Communication Skills, Life Insurance, Microsoft Excel, Employee Benefits, Health Savings Accounts, Medicare, Claim
Education
Heidelberg University 2005 — 2007
MBA, Business
University of Toledo 1991 — 1995
Bachelor of Business Administration, Accounting
Brian Kirkwood's Northwestern Mutual Life Experience January 1993 - February 1994
Job Senior Sales Executive at Freedom Graphic Systems
Industry Printing
Experience
Freedom Graphic Systems June 2001 - Present
ISA Direct/World Color/Quebecor World February 1994 - June 2001
Northwestern Mutual Life January 1993 - February 1994
Skills
Variable Data Printing, Offset Printing
Education
Illinois State University 1987 — 1992
BS, Economics
Freedom Graphic Systems June 2001 - Present
ISA Direct/World Color/Quebecor World February 1994 - June 2001
Northwestern Mutual Life January 1993 - February 1994
Skills
Variable Data Printing, Offset Printing
Education
Illinois State University 1987 — 1992
BS, Economics
Richard D. Mullings's Northwestern Mutual Life Experience October 2004 - Present
Job Lead, Business Consultant IT Service Management Strategy, Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Life October 2004 - Present
Boise Cascade Office Solutions 1998 - 2004
Wilson Sporting Goods 1992 - 1998
Skills
Process Improvement, Business Analysis, SDLC, Risk Management, Requirements Gathering, Program Management, SharePoint, Team Leadership, Change Management, Strategic Planning, Visio, Analysis, Budgets, Vendor Management, Requirements Analysis, Project Management, Cross-functional Team..., Software Project..., Financial Analysis, Team Building
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA), Management Information Systems, General
Northwestern Mutual Life October 2004 - Present
Boise Cascade Office Solutions 1998 - 2004
Wilson Sporting Goods 1992 - 1998
Skills
Process Improvement, Business Analysis, SDLC, Risk Management, Requirements Gathering, Program Management, SharePoint, Team Leadership, Change Management, Strategic Planning, Visio, Analysis, Budgets, Vendor Management, Requirements Analysis, Project Management, Cross-functional Team..., Software Project..., Financial Analysis, Team Building
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (BBA), Management Information Systems, General
Jonathan G Dickinson's Northwestern Mutual Life Experience June 2007 - Present
Job Financial Representative/ Field Director at Northwestern Mutual Life
Industry Financial Services
Experience
Northwestern Mutual Life June 2007 - Present
Education
Illinois State University 2003 — 2007
Northwestern Mutual Life June 2007 - Present
Education
Illinois State University 2003 — 2007
Gentry L Anderson's Northwestern Mutual Life Experience 2008 - 2011
Job Financial Professional at AXA Advisors
Industry Financial Services
Experience
AXA Advisors November 2011 - Present
Northwestern Mutual Life 2008 - 2011
Wachovia Bank N.A. December 2005 - December 2007
Technical Alliance Recruiters 1999 - 2003
Skills
Risk Management, Retirement Planning, Qualified Retirement..., Special Needs Planning, Business Planning ..., Estate Tax Planning, Executive Planning..., College Funding..., Tax-efficient Investing, Special Needs
Education
Fisk University 1994 — 1998
BS
AXA Advisors November 2011 - Present
Northwestern Mutual Life 2008 - 2011
Wachovia Bank N.A. December 2005 - December 2007
Technical Alliance Recruiters 1999 - 2003
Skills
Risk Management, Retirement Planning, Qualified Retirement..., Special Needs Planning, Business Planning ..., Estate Tax Planning, Executive Planning..., College Funding..., Tax-efficient Investing, Special Needs
Education
Fisk University 1994 — 1998
BS
Jason Boose's Northwestern Mutual Life Experience March 2003 - March 2013
Job Information Architect at Northwestern Mutual
Industry Information Services
Experience
Northwestern Mutual March 2013 - Present
Northwestern Mutual Life March 2003 - March 2013
Skills
SharePoint, Social Media, Visio, Microsoft Office, Leadership, Customer Service, Social Networking, Editing, Project Management, Microsoft Excel, Microsoft Word, Marketing, Public Speaking, Software Documentation
Education
University of Wisconsin-Madison 1997 — 1999
M.A., Library and Information Studies
Marquette University 1991 — 1995
B.A., Journalism
Northwestern Mutual March 2013 - Present
Northwestern Mutual Life March 2003 - March 2013
Skills
SharePoint, Social Media, Visio, Microsoft Office, Leadership, Customer Service, Social Networking, Editing, Project Management, Microsoft Excel, Microsoft Word, Marketing, Public Speaking, Software Documentation
Education
University of Wisconsin-Madison 1997 — 1999
M.A., Library and Information Studies
Marquette University 1991 — 1995
B.A., Journalism
Lisa Marfori's Northwestern Mutual Life Experience August 2006 - January 2007
Job Real Estate Agent at Realty FC
Industry Information Technology and Services
Experience
DataCure, Inc. November 2010 - Present
Realty FC February 2015 - Present
Coldwell Banker Residential Brokerage March 2014 - February 2015
SAIC July 2010 - November 2010
SAIC January 2007 - July 2010
Northwestern Mutual Life August 2006 - January 2007
Time Life April 2005 - June 2006
Skills
SharePoint, Project Management, Software Documentation, Requirements Analysis, SharePoint Designer, Management, Microsoft Office..., Visio, InfoPath, Program Management, Process Improvement, Web Development, Business Development, Real Estate Transactions, Contract Negotiation
Education
George Mason University 1999 — 2004
DataCure, Inc. November 2010 - Present
Realty FC February 2015 - Present
Coldwell Banker Residential Brokerage March 2014 - February 2015
SAIC July 2010 - November 2010
SAIC January 2007 - July 2010
Northwestern Mutual Life August 2006 - January 2007
Time Life April 2005 - June 2006
Skills
SharePoint, Project Management, Software Documentation, Requirements Analysis, SharePoint Designer, Management, Microsoft Office..., Visio, InfoPath, Program Management, Process Improvement, Web Development, Business Development, Real Estate Transactions, Contract Negotiation
Education
George Mason University 1999 — 2004
Brian Fechtel's Northwestern Mutual Life Experience January 1988 - August 2008
Job Life Insurance Agent and CFA
Industry Insurance
Experience
Breadwinners' Insurance August 2008 - Present
Northwestern Mutual LIfe January 1988 - August 2008
Skills
Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Personal Finance, Management, Business, Retirement Planning, Investments, Estate Planning, Long Term Care Insurance, Insurance Litigation..., Financial Advisory, Financial Planners, IRAs, Employee Benefits, Financial Services, Long-term Care, Portfolio Management, Whole Life, Underwriting, Strategic Financial..., Retirement, 401k, Term Life Insurance, Financial Planning
Education
Georgetown University 1975 — 1979
Bachelor of Arts, Economics
Breadwinners' Insurance August 2008 - Present
Northwestern Mutual LIfe January 1988 - August 2008
Skills
Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Personal Finance, Management, Business, Retirement Planning, Investments, Estate Planning, Long Term Care Insurance, Insurance Litigation..., Financial Advisory, Financial Planners, IRAs, Employee Benefits, Financial Services, Long-term Care, Portfolio Management, Whole Life, Underwriting, Strategic Financial..., Retirement, 401k, Term Life Insurance, Financial Planning
Education
Georgetown University 1975 — 1979
Bachelor of Arts, Economics
Lisbeth Lopez Little's Northwestern Mutual Life Experience 2001 - 2002
Job Parent Advocate
Industry Public Policy
Experience
Parent to Parent of Pennsylvania 2015 - Present
PEAC February 2015 - Present
Independent Contractor June 2010 - January 2013
Penn Mutual January 2007 - May 2010
Citizens Bank November 2003 - December 2006
Sovereign Bank July 2002 - October 2003
Northwestern Mutual Life 2001 - 2002
Skills
Insurance, Project Management, Project Planning, Life Insurance, Customer Service, Business Development, SDLC, Quality Assurance, Business Analysis, Banking, Sales, Finance, Autism advocacy, Early intervention..., Diversity & Inclusion, parent advocate, Public Speaking, Nonprofits, Social Media
Education
Holy Family University 2008 — 2010
MBA, Finance Concentration
Temple University 1995 — 1999
BBA, Double Major: International Business Admin, Business Law
Central High School of Philadelphia 1991 — 1995
Bachelor of Arts (B.A.), College Prep
Parent to Parent of Pennsylvania 2015 - Present
PEAC February 2015 - Present
Independent Contractor June 2010 - January 2013
Penn Mutual January 2007 - May 2010
Citizens Bank November 2003 - December 2006
Sovereign Bank July 2002 - October 2003
Northwestern Mutual Life 2001 - 2002
Skills
Insurance, Project Management, Project Planning, Life Insurance, Customer Service, Business Development, SDLC, Quality Assurance, Business Analysis, Banking, Sales, Finance, Autism advocacy, Early intervention..., Diversity & Inclusion, parent advocate, Public Speaking, Nonprofits, Social Media
Education
Holy Family University 2008 — 2010
MBA, Finance Concentration
Temple University 1995 — 1999
BBA, Double Major: International Business Admin, Business Law
Central High School of Philadelphia 1991 — 1995
Bachelor of Arts (B.A.), College Prep
Susan Craig Duckworth's Northwestern Mutual Life Experience 1998 - 2000
Job President, Northeast Freight Transfer Family of Companies
Industry Transportation/Trucking/Railroad
Experience
Northeast Freight Transfer Family of Companies July 2002 - Present
Wachovia Securities January 2000 - July 2002
Northwestern Mutual Life 1998 - 2000
Skills
Transportation, Logistics, Terminal Operations..., Rail freight transload..., New Business Development, Business Development, Strategic Planning, Supply Chain Management, Project Planning, Budget, Process Improvement, Process Scheduler, Inventory Management, Sales Management, Oil and energy services, Budgets, Leadership Development, Freight, Supervisory Skills, Rail
Education
University of Scranton 2008 — 2009
Management
Franklin Pierce University 1978 — 1982
B.S., Business/Accounting
Northeast Freight Transfer Family of Companies July 2002 - Present
Wachovia Securities January 2000 - July 2002
Northwestern Mutual Life 1998 - 2000
Skills
Transportation, Logistics, Terminal Operations..., Rail freight transload..., New Business Development, Business Development, Strategic Planning, Supply Chain Management, Project Planning, Budget, Process Improvement, Process Scheduler, Inventory Management, Sales Management, Oil and energy services, Budgets, Leadership Development, Freight, Supervisory Skills, Rail
Education
University of Scranton 2008 — 2009
Management
Franklin Pierce University 1978 — 1982
B.S., Business/Accounting
Gary Rebensdorf's Northwestern Mutual Life Experience September 1989 - November 1995
Job VP Financial Services at Orange County's Credit Union
Industry Financial Services
Experience
Orange County's Credit Union November 2004 - Present
CUPMA 2005 - Present
CUNA Mutual Group November 1995 - November 2004
Northwestern Mutual Life September 1989 - November 1995
Skills
Investments, Financial Services, Portfolio Management, Insurance, Securities, Finance, Retirement Planning, Banking, Strategic Financial..., Financial Advisory, Series 7, Consumer Lending, Financial Planning, IRAs, Estate Planning, Loans, Strategy, Long-term Care, Leadership, Credit Unions
Education
Fullerton College 1982 — 1984
NA, Business/Financial Planning
Orange County's Credit Union November 2004 - Present
CUPMA 2005 - Present
CUNA Mutual Group November 1995 - November 2004
Northwestern Mutual Life September 1989 - November 1995
Skills
Investments, Financial Services, Portfolio Management, Insurance, Securities, Finance, Retirement Planning, Banking, Strategic Financial..., Financial Advisory, Series 7, Consumer Lending, Financial Planning, IRAs, Estate Planning, Loans, Strategy, Long-term Care, Leadership, Credit Unions
Education
Fullerton College 1982 — 1984
NA, Business/Financial Planning
Sarah Schott's Northwestern Mutual Life Experience July 2007 - July 2010
Job Vice President and Chief Compliance Officer at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2013 - Present
Northwestern Mutual November 2011 - September 2013
Northwestern Mutual June 2010 - October 2011
Northwestern Mutual Life July 2007 - July 2010
B.C. Ziegler and Company June 2006 - July 2007
B.C. Ziegler and Company May 2003 - June 2006
Wildman, Harrold, Allen & Dixon, LLP 2000 - 2003
Skills
Legal Writing, Asset Protection, Corporate Law, Employment Law, Licensing, Securities, Securities Regulation, Civil Litigation, Corporate Governance, Legal Affairs, Intellectual Property, FINRA, Retirement Planning, Fixed Annuities, Estate Planning, Cross-border, Commercial Litigation, Litigation, Appeals, Legal Research
Education
Duke University School of Law 1997 — 2000
J.D., Law
Lawrence University 1993 — 1997
B.A., Economics and Geology
Northwestern Mutual October 2013 - Present
Northwestern Mutual November 2011 - September 2013
Northwestern Mutual June 2010 - October 2011
Northwestern Mutual Life July 2007 - July 2010
B.C. Ziegler and Company June 2006 - July 2007
B.C. Ziegler and Company May 2003 - June 2006
Wildman, Harrold, Allen & Dixon, LLP 2000 - 2003
Skills
Legal Writing, Asset Protection, Corporate Law, Employment Law, Licensing, Securities, Securities Regulation, Civil Litigation, Corporate Governance, Legal Affairs, Intellectual Property, FINRA, Retirement Planning, Fixed Annuities, Estate Planning, Cross-border, Commercial Litigation, Litigation, Appeals, Legal Research
Education
Duke University School of Law 1997 — 2000
J.D., Law
Lawrence University 1993 — 1997
B.A., Economics and Geology
Kace Kaiser's Northwestern Mutual Life Experience November 2004 - Present
Job Medical Consultant at Northwestern Mutual Life
Industry Insurance
Experience
Northwestern Mutual Life November 2004 - Present
Education
Concordia University-Wisconsin 2007 — 2010
MBA
University of Wisconsin-Milwaukee 1985 — 1989
BS Nursing
Northwestern Mutual Life November 2004 - Present
Education
Concordia University-Wisconsin 2007 — 2010
MBA
University of Wisconsin-Milwaukee 1985 — 1989
BS Nursing
Jamie Bruce's Northwestern Mutual Life Experience May 1994 - October 1996
Job Chief Operating Officer
Industry Health, Wellness and Fitness
Experience
Aetna Better Health of Nebraska August 2015 - Present
MDwise July 2002 - Present
MDwise June 2008 - April 2010
MDwise January 2005 - May 2008
MDwise July 2002 - January 2005
Conseco October 1998 - December 2001
Safeco October 1996 - October 1998
Northwestern Mutual Life May 1994 - October 1996
Skills
Public Speaking, Community Outreach, Marketing, Medicaid, Healthcare, Health Insurance, Nonprofits, Marketing Strategy, Program Development, Social Media, Corporate Communications, Media Relations, Policy, Managed Care, Leadership, Sales, Customer Service, Medicare, Management, Program Management, Strategic Planning, Affordable Care Act, Analysis, Business Development, Fundraising, Government, Health Care Regulation, Health Insurance..., Healthcare Management, Healthcare Reimbursement, Project Management, Research, Medicaid Managed Care, Marketing Communications, Pharmacy Benefit..., Disease Management, Health Policy
Education
Indiana State University - School of Business 2000 — 2002
Business
Purdue University 1990 — 1994
BA, Sociology
Aetna Better Health of Nebraska August 2015 - Present
MDwise July 2002 - Present
MDwise June 2008 - April 2010
MDwise January 2005 - May 2008
MDwise July 2002 - January 2005
Conseco October 1998 - December 2001
Safeco October 1996 - October 1998
Northwestern Mutual Life May 1994 - October 1996
Skills
Public Speaking, Community Outreach, Marketing, Medicaid, Healthcare, Health Insurance, Nonprofits, Marketing Strategy, Program Development, Social Media, Corporate Communications, Media Relations, Policy, Managed Care, Leadership, Sales, Customer Service, Medicare, Management, Program Management, Strategic Planning, Affordable Care Act, Analysis, Business Development, Fundraising, Government, Health Care Regulation, Health Insurance..., Healthcare Management, Healthcare Reimbursement, Project Management, Research, Medicaid Managed Care, Marketing Communications, Pharmacy Benefit..., Disease Management, Health Policy
Education
Indiana State University - School of Business 2000 — 2002
Business
Purdue University 1990 — 1994
BA, Sociology
Carol Brown Turner's Northwestern Mutual Life Experience July 1981 - February 1991
Job Program/ Project Manager
Industry Information Technology and Services
Experience
Ajilon Consulting December 2008 - September 2009
Ford Motor Company January 2005 - July 2008
Ford Motor Company October 2000 - December 2004
Ajilon Consulting July 1999 - September 2000
Banc One Financial Services June 1997 - July 1999
Miller Brewing Company March 1991 - May 1997
Northwestern Mutual Life July 1981 - February 1991
Skills
Program Management, Requirements Analysis, Business Analysis, PMP, Process Improvement, Project Management, Six Sigma, Integration, Cross-functional Team..., Software Development, Change Management, Project Delivery, Quality Assurance, Project Planning, Leadership
Education
Keller Graduate School of Management 1983 — 1987
MBA, Management Information Systems
University of Wisconsin-Madison 1977 — 1981
Bachelor of Business Administration, Finance
Ajilon Consulting December 2008 - September 2009
Ford Motor Company January 2005 - July 2008
Ford Motor Company October 2000 - December 2004
Ajilon Consulting July 1999 - September 2000
Banc One Financial Services June 1997 - July 1999
Miller Brewing Company March 1991 - May 1997
Northwestern Mutual Life July 1981 - February 1991
Skills
Program Management, Requirements Analysis, Business Analysis, PMP, Process Improvement, Project Management, Six Sigma, Integration, Cross-functional Team..., Software Development, Change Management, Project Delivery, Quality Assurance, Project Planning, Leadership
Education
Keller Graduate School of Management 1983 — 1987
MBA, Management Information Systems
University of Wisconsin-Madison 1977 — 1981
Bachelor of Business Administration, Finance
Tyler Mehl's Northwestern Mutual Life Experience July 2008 - December 2008
Job Realtor at Belmont Shore Land Co
Industry Real Estate
Experience
Belmont Shore Land Co January 2013 - Present
Belmont Shore Land Company December 2008 - 2012
Northwestern Mutual Life July 2008 - December 2008
Skills
Customer Service, Sales, Investments, Strategic Planning, Marketing, Financial Analysis, Leadership, Management, Account Management, Microsoft Excel, Budgets, Project Management, Contract Negotiation, Marketing Strategy, Market Research, Social Media
Education
Loyola Marymount University, College of Business Administration 2004 — 2008
Marketing and Finance, Business
Belmont Shore Land Co January 2013 - Present
Belmont Shore Land Company December 2008 - 2012
Northwestern Mutual Life July 2008 - December 2008
Skills
Customer Service, Sales, Investments, Strategic Planning, Marketing, Financial Analysis, Leadership, Management, Account Management, Microsoft Excel, Budgets, Project Management, Contract Negotiation, Marketing Strategy, Market Research, Social Media
Education
Loyola Marymount University, College of Business Administration 2004 — 2008
Marketing and Finance, Business
Marian Fischer's Northwestern Mutual Life Experience Managing DirectorNorthwestern Mutual Life1997 - 2008
Job Associate Financial Rep, Office Mgr at Northwestern Mutual Life
Industry Insurance
Experience
Northwestern Mutual Life Managing DirectorNorthwestern Mutual Life1997 - 2008
Education
Crown College 1965 — 1966
Northwestern Mutual Life Managing DirectorNorthwestern Mutual Life1997 - 2008
Education
Crown College 1965 — 1966
George Bayrd's Northwestern Mutual Life Experience 1973 - 1979
Job Senior Associate at Hamilton Real Estate
Industry Real Estate
Experience
Hamilton Real Estate September 2010 - Present
Elcor Realty Co. 1988 - 2010
Miracle Mile Shopping Center 1993 - 2008
Northwestern Mutual Life 1973 - 1979
Skills
Sellers, New Home Sales, Buyer Representation, Residential Homes, Relocation, First Time Home Buyers, Tenant, Real Estate, Real Estate Economics, Commercial Leasing, Retail Site Selection, Commercial Management, Real Estate Investments, Commercial Land Sales, Location Intelligence, Real Estate Development, Investment Properties
Education
Dartmouth College 1969 — 1973
AB, Anthropology
Hamilton Real Estate September 2010 - Present
Elcor Realty Co. 1988 - 2010
Miracle Mile Shopping Center 1993 - 2008
Northwestern Mutual Life 1973 - 1979
Skills
Sellers, New Home Sales, Buyer Representation, Residential Homes, Relocation, First Time Home Buyers, Tenant, Real Estate, Real Estate Economics, Commercial Leasing, Retail Site Selection, Commercial Management, Real Estate Investments, Commercial Land Sales, Location Intelligence, Real Estate Development, Investment Properties
Education
Dartmouth College 1969 — 1973
AB, Anthropology
Charlotte Westerhaus's Northwestern Mutual Life Experience August 1994 - July 1996
Job Vice President of Diversity and Inclusion at NCAA
Industry Sports
Experience
NCAA Assistant to the President and Director of Equal Opportunity and DiversityUniversity of IowaJune 2002 - July 2005
Rockwell Collins May 2001 - May 2002
Purdue University September 1998 - May 2001
University of Wisconsin-Parkside August 1996 - August 1998
Northwestern Mutual Life August 1994 - July 1996
Foley and Lardner April 1992 - August 1994
Education
Indiana University School of Law—Bloomington 1989 — 1991
JD, Law
Ohio University 1985 — 1986
M.Ed., Higher Education
Ohio University 1972 — 1976
B.S., Journalism
Garfield Heights High School 1970 — 1973
High School Diploma
NCAA Assistant to the President and Director of Equal Opportunity and DiversityUniversity of IowaJune 2002 - July 2005
Rockwell Collins May 2001 - May 2002
Purdue University September 1998 - May 2001
University of Wisconsin-Parkside August 1996 - August 1998
Northwestern Mutual Life August 1994 - July 1996
Foley and Lardner April 1992 - August 1994
Education
Indiana University School of Law—Bloomington 1989 — 1991
JD, Law
Ohio University 1985 — 1986
M.Ed., Higher Education
Ohio University 1972 — 1976
B.S., Journalism
Garfield Heights High School 1970 — 1973
High School Diploma
Casey Sheffield's Northwestern Mutual Life Experience June 2007 - November 2008
Job Auto Claims Adjuster at USAA
Industry Insurance
Experience
USAA February 2010 - Present
Liberty Mutual February 2009 - February 2010
Northwestern Mutual Life June 2007 - November 2008
Skills
Insurance, Customer Service, Outlook, Customer Relations, PowerPoint, Management, Leadership, Finance, Risk Management, Process Improvement, Strategic Planning, Team Building, Budgets, Public Speaking, Sales
Education
Florida State University 2003 — 2007
Bachelor's Degree, Business Management
USAA February 2010 - Present
Liberty Mutual February 2009 - February 2010
Northwestern Mutual Life June 2007 - November 2008
Skills
Insurance, Customer Service, Outlook, Customer Relations, PowerPoint, Management, Leadership, Finance, Risk Management, Process Improvement, Strategic Planning, Team Building, Budgets, Public Speaking, Sales
Education
Florida State University 2003 — 2007
Bachelor's Degree, Business Management
Michelle Drefke's Northwestern Mutual Life Experience August 1991 - May 1994
Job Business Analyst at Daymon Worldwide
Industry Consumer Goods
Experience
Acosta Sales & Marketing June 2015 - Present
Daymon Worldwide August 2012 - June 2015
Des Moines Christian School September 2011 - August 2012
ConAgra Foods March 2008 - May 2009
ConAgra Foods May 2002 - March 2008
ConAgra Foods January 2001 - May 2002
ConAgra Foods November 1998 - January 2001
Lathrop & Gage LLP February 1998 - September 1998
Hubbard Milling Company May 1994 - July 1997
Northwestern Mutual Life August 1991 - May 1994
Skills
Time Management
Education
Iowa State University 1988 — 1990
Bachelor of Science, Hotel, Restaurant Management
University of Northern Iowa 1987 — 1988
General
Acosta Sales & Marketing June 2015 - Present
Daymon Worldwide August 2012 - June 2015
Des Moines Christian School September 2011 - August 2012
ConAgra Foods March 2008 - May 2009
ConAgra Foods May 2002 - March 2008
ConAgra Foods January 2001 - May 2002
ConAgra Foods November 1998 - January 2001
Lathrop & Gage LLP February 1998 - September 1998
Hubbard Milling Company May 1994 - July 1997
Northwestern Mutual Life August 1991 - May 1994
Skills
Time Management
Education
Iowa State University 1988 — 1990
Bachelor of Science, Hotel, Restaurant Management
University of Northern Iowa 1987 — 1988
General
Mick Messbarger's Northwestern Mutual Life Experience December 1984 - July 1992
Job Manager, Compliance at Mutual of Omaha
Industry Law Practice
Experience
Mutual of Omaha August 2009 - Present
Spencer Fane Britt & Browne August 2008 - April 2009
US Courts August 2004 - August 2008
Husker Volleyball 2006 - 2008
Immanuel Charitable Foundation December 1993 - July 1998
St. Albert Educational Foundation July 1992 - December 1993
Northwestern Mutual Life December 1984 - July 1992
Education
Creighton University School of Law 2001 — 2004
J.D., Law
University of Nebraska-Lincoln 1984 — 1986
M.A., Speech Communication
University of Nebraska at Kearney 1980 — 1984
B.S., Comp. Sci./Business Administration
Mutual of Omaha August 2009 - Present
Spencer Fane Britt & Browne August 2008 - April 2009
US Courts August 2004 - August 2008
Husker Volleyball 2006 - 2008
Immanuel Charitable Foundation December 1993 - July 1998
St. Albert Educational Foundation July 1992 - December 1993
Northwestern Mutual Life December 1984 - July 1992
Education
Creighton University School of Law 2001 — 2004
J.D., Law
University of Nebraska-Lincoln 1984 — 1986
M.A., Speech Communication
University of Nebraska at Kearney 1980 — 1984
B.S., Comp. Sci./Business Administration
Billy Ludwig's Northwestern Mutual Life Experience May 2008 - December 2008
Job Photographer
Industry Fine Art
Experience
Lifetouch August 2012 - Present
Sal's Studio & Son April 2012 - Present
Billy Ludwig August 2010 - Present
Action Item August 2010 - July 2011
MTC Kenworth September 2009 - August 2010
Northwestern Mutual December 2008 - September 2009
Northwestern Mutual Life May 2008 - December 2008
Skills
Photoshop, Portrait Photography, Studio Photography, Advertising, Blogging, Microsoft Excel, Facebook, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Social Networking, Social Media Marketing, Fashion, Photography, Leadership, Customer Service
Education
Manhattan College 2006 — 2009
BS, Finance, Economics
Ramapo College of New Jersey 2005 — 2006
Queen of Peace High School 2001 — 2005
High School Diploma
Lifetouch August 2012 - Present
Sal's Studio & Son April 2012 - Present
Billy Ludwig August 2010 - Present
Action Item August 2010 - July 2011
MTC Kenworth September 2009 - August 2010
Northwestern Mutual December 2008 - September 2009
Northwestern Mutual Life May 2008 - December 2008
Skills
Photoshop, Portrait Photography, Studio Photography, Advertising, Blogging, Microsoft Excel, Facebook, Microsoft Office, Microsoft Word, PowerPoint, Social Media, Social Networking, Social Media Marketing, Fashion, Photography, Leadership, Customer Service
Education
Manhattan College 2006 — 2009
BS, Finance, Economics
Ramapo College of New Jersey 2005 — 2006
Queen of Peace High School 2001 — 2005
High School Diploma
Dale Berger's Northwestern Mutual Life Experience November 1983 - Present
Job Accounting Specialist Manager at Northwestern Mutual Life
Industry Financial Services
Experience
Northwestern Mutual Life November 1983 - Present
Education
Ferris State University 1977 — 1981
Bachelors, Accountancy
Northwestern Mutual Life November 1983 - Present
Education
Ferris State University 1977 — 1981
Bachelors, Accountancy
Larry Sharpe's Northwestern Mutual Life Experience October 1986 - March 1993
Job CoOwner, Sharpe Resources, Inc.
Industry Apparel & Fashion
Experience
Sharpe Resources, Inc. October 2001 - Present
ANC Promotions May 1995 - October 2001
Merrill Lynch August 1993 - May 1995
Northwestern Mutual Life October 1986 - March 1993
Education
Youngstown State University 1984 — 1986
MM, Music
Florida State University 1979 — 1982
BM, Music
Sharpe Resources, Inc. October 2001 - Present
ANC Promotions May 1995 - October 2001
Merrill Lynch August 1993 - May 1995
Northwestern Mutual Life October 1986 - March 1993
Education
Youngstown State University 1984 — 1986
MM, Music
Florida State University 1979 — 1982
BM, Music
Dennis Fitzpatrick's Northwestern Mutual Life Experience February 1984 - March 2014
Job Closelyheld business succession and employee benefit planning
Industry Financial Services
Experience
Retired/Closely held business consulting March 2014 - Present
Northwestern Mutual Life February 1984 - March 2014
Maier & Fitzpatrick, LTD June 1974 - February 1984
Skills
Estate Planning, Employee Benefits, Business Planning, Succession Planning, Executive Compensation, Executive Pay, Financial Services, Training, Risk Management, Retirement, Strategic Financial..., Retirement Planning, 401k, Securities, Wealth Management, Fixed Annuities, Financial Planning, Insurance, Leadership
Education
Marquette University Law School 1971 — 1974
JD, cum laude, Law
Creighton University 1967 — 1971
BA cum laude, History
Retired/Closely held business consulting March 2014 - Present
Northwestern Mutual Life February 1984 - March 2014
Maier & Fitzpatrick, LTD June 1974 - February 1984
Skills
Estate Planning, Employee Benefits, Business Planning, Succession Planning, Executive Compensation, Executive Pay, Financial Services, Training, Risk Management, Retirement, Strategic Financial..., Retirement Planning, 401k, Securities, Wealth Management, Fixed Annuities, Financial Planning, Insurance, Leadership
Education
Marquette University Law School 1971 — 1974
JD, cum laude, Law
Creighton University 1967 — 1971
BA cum laude, History
Krystal Nelson's Northwestern Mutual Life Experience October 2005 - August 2007
Job HR Coordinator at TranCentral, Inc
Industry Financial Services
Experience
TranCentral, Inc August 2007 - Present
Northwestern Mutual Life October 2005 - August 2007
HQ Global Workplaces 2004 - 2005
Machalek Communications 2002 - 2004
Education
Inver Hills Community College 2008 — 2009
Contemporary Business
University of Wisconsin-Eau Claire 2001 — 2001
Pre-med
Inver Hills Community College 2000 — 2001
Under grad
TranCentral, Inc August 2007 - Present
Northwestern Mutual Life October 2005 - August 2007
HQ Global Workplaces 2004 - 2005
Machalek Communications 2002 - 2004
Education
Inver Hills Community College 2008 — 2009
Contemporary Business
University of Wisconsin-Eau Claire 2001 — 2001
Pre-med
Inver Hills Community College 2000 — 2001
Under grad
Ken Matheson's Northwestern Mutual Life Experience July 1975 - Present
Job Agent at Northwestern Mutual Life
Industry Insurance
Experience
Park Benefits Pres.Ken Matheson Agency Inc.July 1976 - Present
Northwestern Mutual Life July 1975 - Present
Skills
Contract Negotiation, Small Business, Life Insurance, Economic Development, Disability Insurance, Organizational..., Fundraising, Customer Service, Marketing, Research, Public Relations, Leadership, Management, Insurance, Business Strategy, Selling, Non-profits, Team Building, Team Leadership, Sales Management, Sales, Budgets, Mergers, Strategic Planning, Public Speaking, Process Improvement
Education
Lawrence University
B.S., Geology
Park Benefits Pres.Ken Matheson Agency Inc.July 1976 - Present
Northwestern Mutual Life July 1975 - Present
Skills
Contract Negotiation, Small Business, Life Insurance, Economic Development, Disability Insurance, Organizational..., Fundraising, Customer Service, Marketing, Research, Public Relations, Leadership, Management, Insurance, Business Strategy, Selling, Non-profits, Team Building, Team Leadership, Sales Management, Sales, Budgets, Mergers, Strategic Planning, Public Speaking, Process Improvement
Education
Lawrence University
B.S., Geology
alfred narh's Northwestern Mutual Life Experience June 2010 - August 2010
Job Associate at Headlands Capital Advisors
Industry Investment Management
Experience
PwC 2012 - September 2015
UBS Investment Bank June 2011 - August 2011
Northwestern Mutual Life June 2010 - August 2010
Goldman Sachs March 2010 - March 2010
Skills
Capital Markets, Investment Banking, Investments, Valuation, Microsoft Office, Derivatives, Financial Analysis, Equities, DCF, Forecasting, Microsoft Excel, Fixed Income, Risk Management, Project Management, Financial Modeling, Hedge Funds, Asset Management, PowerPoint, Public Speaking
Education
Howard University 2009 — 2012
BBA, Finance
achimota school
PwC 2012 - September 2015
UBS Investment Bank June 2011 - August 2011
Northwestern Mutual Life June 2010 - August 2010
Goldman Sachs March 2010 - March 2010
Skills
Capital Markets, Investment Banking, Investments, Valuation, Microsoft Office, Derivatives, Financial Analysis, Equities, DCF, Forecasting, Microsoft Excel, Fixed Income, Risk Management, Project Management, Financial Modeling, Hedge Funds, Asset Management, PowerPoint, Public Speaking
Education
Howard University 2009 — 2012
BBA, Finance
achimota school
Phyllis Shumpert-Davis's Northwestern Mutual Life Experience August 2006 - May 2009
Job Manager Infrastructure Technology at Abbott Laboratories
Industry Information Technology and Services
Experience
Abbott Laboratories April 2015 - Present
Abbott Laboratories June 2009 - March 2015
Northwestern Mutual Life August 2006 - May 2009
Skills
Project Management, Cross-functional Team..., Process Improvement, Infrastructure, Analysis, Time Management, Project Planning, Software Documentation, Disaster Recovery, IT Strategy, SDLC, MS Project, Requirements Gathering, Training, PMP, Project Portfolio..., Enterprise Architecture, Business Analysis, Vendor Management, VMware, Customer Service, SharePoint, Management, Program Management, Leadership, Visio, Active Directory, Technical Support, Business Process, Business Process..., IT Service Management, IT Management, ITIL, Information Technology, Integration, PMO, Quality Assurance, Requirements Analysis, System Deployment
Education
Jackson State University 1983 — 1987
BS, Industrial Technology
Jackson State University 1983 — 1987
Bachelor's degree Electronics Technology., BS Industrial Technology
Abbott Laboratories April 2015 - Present
Abbott Laboratories June 2009 - March 2015
Northwestern Mutual Life August 2006 - May 2009
Skills
Project Management, Cross-functional Team..., Process Improvement, Infrastructure, Analysis, Time Management, Project Planning, Software Documentation, Disaster Recovery, IT Strategy, SDLC, MS Project, Requirements Gathering, Training, PMP, Project Portfolio..., Enterprise Architecture, Business Analysis, Vendor Management, VMware, Customer Service, SharePoint, Management, Program Management, Leadership, Visio, Active Directory, Technical Support, Business Process, Business Process..., IT Service Management, IT Management, ITIL, Information Technology, Integration, PMO, Quality Assurance, Requirements Analysis, System Deployment
Education
Jackson State University 1983 — 1987
BS, Industrial Technology
Jackson State University 1983 — 1987
Bachelor's degree Electronics Technology., BS Industrial Technology
Jeffrey True's Northwestern Mutual Life Experience March 1979 - December 2000
Job Communications & Program Executive, Triad Foundation
Industry Philanthropy
Experience
Triad Foundation January 2014 - Present
IEES January 2004 - December 2013
Community Foundation of Tompkins County 2001 - 2003
Northwestern Mutual Life March 1979 - December 2000
Skills
Private Pilot (Inactive), Nonprofits, Insurance, Strategic Planning, Public Speaking, Coaching, Customer Service, Team Building, Long-term Care, Entrepreneurship, Leadership Development, Fundraising, Leadership
Education
Cornell University - Johnson Graduate School of Management 1976 — 1978
MBA
University of Notre Dame 1969 — 1974
BS, Psychology
Triad Foundation January 2014 - Present
IEES January 2004 - December 2013
Community Foundation of Tompkins County 2001 - 2003
Northwestern Mutual Life March 1979 - December 2000
Skills
Private Pilot (Inactive), Nonprofits, Insurance, Strategic Planning, Public Speaking, Coaching, Customer Service, Team Building, Long-term Care, Entrepreneurship, Leadership Development, Fundraising, Leadership
Education
Cornell University - Johnson Graduate School of Management 1976 — 1978
MBA
University of Notre Dame 1969 — 1974
BS, Psychology
Tom Binversie's Northwestern Mutual Life Experience September 2001 - February 2008
Job Financial Advisor at CUNA Brokerage Services, Inc.
Industry Financial Services
Experience
CUNA Brokerage Services March 2008 - Present
Northwestern Mutual Life September 2001 - February 2008
Northwestern Mutual Life 2001 - 2008
Skills
Customer Service, Estate Planning, Financial Planning, Finance, Fixed Annuities, Insurance, Leadership, Investments, Long-term Care, Life Insurance, Marketing, Mutual Funds, Retirement, Series 63, Retirement Planning, Series 7, Strategic Financial..., Strategic Planning, Team Building
Education
Lakeland College 1990 — 1993
BA, Business Administration, International Business
CUNA Brokerage Services March 2008 - Present
Northwestern Mutual Life September 2001 - February 2008
Northwestern Mutual Life 2001 - 2008
Skills
Customer Service, Estate Planning, Financial Planning, Finance, Fixed Annuities, Insurance, Leadership, Investments, Long-term Care, Life Insurance, Marketing, Mutual Funds, Retirement, Series 63, Retirement Planning, Series 7, Strategic Financial..., Strategic Planning, Team Building
Education
Lakeland College 1990 — 1993
BA, Business Administration, International Business
Cynthia Schoen's Northwestern Mutual Life Experience December 2004 - September 2005
Job Client Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2014 - Present
BMO Harris Financial Advisors, Inc. June 2011 - June 2014
Georgia-Pacific LLC December 2010 - June 2011
M&I Bank February 2006 - December 2010
Levy Restaurants July 2006 - October 2010
Northwestern Mutual Life December 2004 - September 2005
Skills
Financial Analysis, Process Improvement, Retail Banking, Finance, Inventory Management, Microsoft Excel, Banking, PowerPoint, Customer Service, Team Building, Microsoft Office, Sales, Microsoft Word, Leadership
Education
Lakeland College 2009 — 2013
Master of Business Administration (M.B.A.), Finance Emphasis - 2013
Lakeland College 2009 — 2011
Bachelor's degree, Accounting
University of Wisconsin-Green Bay 2001 — 2005
BBA, Emphases in Finance and Marketing
Robert W. Baird & Co. June 2014 - Present
BMO Harris Financial Advisors, Inc. June 2011 - June 2014
Georgia-Pacific LLC December 2010 - June 2011
M&I Bank February 2006 - December 2010
Levy Restaurants July 2006 - October 2010
Northwestern Mutual Life December 2004 - September 2005
Skills
Financial Analysis, Process Improvement, Retail Banking, Finance, Inventory Management, Microsoft Excel, Banking, PowerPoint, Customer Service, Team Building, Microsoft Office, Sales, Microsoft Word, Leadership
Education
Lakeland College 2009 — 2013
Master of Business Administration (M.B.A.), Finance Emphasis - 2013
Lakeland College 2009 — 2011
Bachelor's degree, Accounting
University of Wisconsin-Green Bay 2001 — 2005
BBA, Emphases in Finance and Marketing
Benjamin Kuebel's Northwestern Mutual Life Experience May 2009 - Present
Job Financial Representative at Northwestern Mutual Life
Industry Insurance
Experience
Northwestern Mutual Life May 2009 - Present
Education
Loras College 2006 — 2010
Bachelor's, Finance & Marketing
Northwestern Mutual Life May 2009 - Present
Education
Loras College 2006 — 2010
Bachelor's, Finance & Marketing
Christopher Caraher's Northwestern Mutual Life Experience January 1992 - January 1995
Job Director of Operations Private Exchange Solutions, Arthur J. Gallagher & Co
Industry Insurance
Experience
Gallagher Benefit Services June 2010 - Present
PVBS/ACGL Corp 1997 - May 2010
CROWN MORTGAGE CORPORATION January 1995 - March 1997
Northwestern Mutual Life January 1992 - January 1995
Skills
Employee Benefits, Health Care Reform, Healthcare Exchange, Health Insurance, Financial Analysis, Health Savings Accounts, HRA, Vendor Management, HR Consulting, Employee Wellness..., Strategic Planning, Team Building, Disability Insurance, Self-funded, Commercial Insurance, Insurance Brokerage, Insurance, New Business Development, Underwriting, Sales Management, Healthcare, Life Insurance, Risk Management, Long Term Care Insurance, Group Medical, Workers Compensation, Brokers, Property & Casualty..., Benefits Administration, Salesforce.com, Professional Liability, COBRA, 401k
Education
DePaul University 1990 — 1992
BACHELOR OF SCIENCE, FINANCE
Leo High Schoo;
Gallagher Benefit Services June 2010 - Present
PVBS/ACGL Corp 1997 - May 2010
CROWN MORTGAGE CORPORATION January 1995 - March 1997
Northwestern Mutual Life January 1992 - January 1995
Skills
Employee Benefits, Health Care Reform, Healthcare Exchange, Health Insurance, Financial Analysis, Health Savings Accounts, HRA, Vendor Management, HR Consulting, Employee Wellness..., Strategic Planning, Team Building, Disability Insurance, Self-funded, Commercial Insurance, Insurance Brokerage, Insurance, New Business Development, Underwriting, Sales Management, Healthcare, Life Insurance, Risk Management, Long Term Care Insurance, Group Medical, Workers Compensation, Brokers, Property & Casualty..., Benefits Administration, Salesforce.com, Professional Liability, COBRA, 401k
Education
DePaul University 1990 — 1992
BACHELOR OF SCIENCE, FINANCE
Leo High Schoo;
Brent Randolph's Northwestern Mutual Life Experience June 2007 - July 2007
Job Marquette 2009
Industry Marketing and Advertising
Experience
Rockwell Automation May 2008 - September 2008
Northwestern Mutual Life June 2007 - July 2007
Education
Marquette University 2005 — 2009
Bachelor of Science, Marketing, and Operations and Supply Chain Management
Rockwell Automation May 2008 - September 2008
Northwestern Mutual Life June 2007 - July 2007
Education
Marquette University 2005 — 2009
Bachelor of Science, Marketing, and Operations and Supply Chain Management
Andrew Vedder's Northwestern Mutual Life Experience August 2006 - June 2014
Job Director Enterprise Risk Management at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual July 2014 - Present
Northwestern Mutual Life August 2006 - June 2014
Foley & Lardner LLP November 2000 - July 2006
Skills
Corporate Law, Legal Research, Securities Regulation, Legal Writing, Securities, Corporate Governance, Commercial Litigation, Contract Negotiation, Bankruptcy
Education
University of Virginia School of Law 1994 — 1997
Doctor of Law (JD)
Duke University 1990 — 1994
Bachelor of Science (BS), Civil Engineering
Northwestern Mutual July 2014 - Present
Northwestern Mutual Life August 2006 - June 2014
Foley & Lardner LLP November 2000 - July 2006
Skills
Corporate Law, Legal Research, Securities Regulation, Legal Writing, Securities, Corporate Governance, Commercial Litigation, Contract Negotiation, Bankruptcy
Education
University of Virginia School of Law 1994 — 1997
Doctor of Law (JD)
Duke University 1990 — 1994
Bachelor of Science (BS), Civil Engineering
Derek Petersen's Northwestern Mutual Life Experience May 2005 - February 2007
Job Assistant Director Advisory & Trust Services at Northwestern Mutual Wealth Management Company
Industry Investment Management
Experience
Northwestern Mutual Wealth Management Company January 2015 - Present
Northwestern Mutual March 2014 - January 2015
Mason Street Advisors, LLC October 2011 - March 2014
Mason Street Advisors, LLC February 2007 - October 2011
Northwestern Mutual Life May 2005 - February 2007
Northwestern Mutual Life May 2004 - May 2005
UMB Fund Services February 2001 - May 2004
UMB Fund Services December 1999 - February 2001
UMB Fund Services January 1998 - December 1999
Skills
Risk Management, Compliance, Governance, Investments, Mutual Funds, Securities Regulation, Risk Assessment, Finance, Securities, Series 7, Equities, Fixed Income, Alternative Investments, FINRA, Fund Administration, Financial Services, TCA, Supervision, Testing, Asset Allocation, Series 6, Investment Advisory, Asset Management, Investment Management
Education
Concordia University-Wisconsin 2002 — 2004
MBA, Finance
University of Wisconsin-Madison 1993 — 1997
BS, Finance
Northwestern Mutual Wealth Management Company January 2015 - Present
Northwestern Mutual March 2014 - January 2015
Mason Street Advisors, LLC October 2011 - March 2014
Mason Street Advisors, LLC February 2007 - October 2011
Northwestern Mutual Life May 2005 - February 2007
Northwestern Mutual Life May 2004 - May 2005
UMB Fund Services February 2001 - May 2004
UMB Fund Services December 1999 - February 2001
UMB Fund Services January 1998 - December 1999
Skills
Risk Management, Compliance, Governance, Investments, Mutual Funds, Securities Regulation, Risk Assessment, Finance, Securities, Series 7, Equities, Fixed Income, Alternative Investments, FINRA, Fund Administration, Financial Services, TCA, Supervision, Testing, Asset Allocation, Series 6, Investment Advisory, Asset Management, Investment Management
Education
Concordia University-Wisconsin 2002 — 2004
MBA, Finance
University of Wisconsin-Madison 1993 — 1997
BS, Finance
Jessie DeGiorgio's Northwestern Mutual Life Experience January 2002 - Present
Job Director of Client Relations Center & Snr Tech Coordinator
Industry Insurance
Experience
Northwestern Mutual Financial Network January 2002 - Present
Northwestern Mutual Life January 2002 - Present
The Lowrey Financial Group, Northwestern Mutual Financial Network 2002 - Present
Northwestern Mutual 2002 - Present
JB Hanauer & Co July 1995 - July 2001
The Equitable Life Insurance Co August 1989 - July 1994
Multiple Insurance Carries August 1968 - August 1989
Skills
Customer Service, Problem Solving, Customer Relations, Life Insurance, Employee Benefits, Banking, Insurance, Management
Education
County College of Morris
Criminal Law, Acct, English etc.
Northwestern Mutual Financial Network January 2002 - Present
Northwestern Mutual Life January 2002 - Present
The Lowrey Financial Group, Northwestern Mutual Financial Network 2002 - Present
Northwestern Mutual 2002 - Present
JB Hanauer & Co July 1995 - July 2001
The Equitable Life Insurance Co August 1989 - July 1994
Multiple Insurance Carries August 1968 - August 1989
Skills
Customer Service, Problem Solving, Customer Relations, Life Insurance, Employee Benefits, Banking, Insurance, Management
Education
County College of Morris
Criminal Law, Acct, English etc.
Susan Lueger's Northwestern Mutual Life Experience May 1994 - July 2010
Job Executive Advisor at Challenger, Gray & Christmas, Inc.
Industry Human Resources
Experience
Challenger, Gray & Christmas, Inc. January 2011 - Present
S A Lueger Advisors July 2010 - Present
Northwestern Mutual Life May 1994 - July 2010
Pieper Electric 1997 - 2002
We Energies November 1992 - May 1994
We Energies July 1985 - November 1992
INRYCO January 1983 - July 1985
Skills
Management Assessment, Executive Coaching, Succession Planning, Compensation, Employee Relations, Labor Relations, Benefits, Deferred Compensation, Employee Benefits, Leadership, Employer Branding, Organizational..., Management, Employee Training, Strategic Planning, Employee Engagement, Human Resources, Personnel Management, Talent Management, HRIS, Training, Career Counseling
Education
Loyola University Chicago 1975 — 1983
Ph.D., M.A.
Western Illinois University 1970 — 1974
B. S.
Challenger, Gray & Christmas, Inc. January 2011 - Present
S A Lueger Advisors July 2010 - Present
Northwestern Mutual Life May 1994 - July 2010
Pieper Electric 1997 - 2002
We Energies November 1992 - May 1994
We Energies July 1985 - November 1992
INRYCO January 1983 - July 1985
Skills
Management Assessment, Executive Coaching, Succession Planning, Compensation, Employee Relations, Labor Relations, Benefits, Deferred Compensation, Employee Benefits, Leadership, Employer Branding, Organizational..., Management, Employee Training, Strategic Planning, Employee Engagement, Human Resources, Personnel Management, Talent Management, HRIS, Training, Career Counseling
Education
Loyola University Chicago 1975 — 1983
Ph.D., M.A.
Western Illinois University 1970 — 1974
B. S.
Marquita Martin's Northwestern Mutual Life Experience March 2003 - February 2004
Job Sr. Certified Pharmacy Tech at Walgreens Pharmacy
Industry Accounting
Experience
M & M Tax Professionals, LLC. September 2009 - Present
Walgreens Pharmacy September 2005 - Present
Northwestern Mutual Life March 2003 - February 2004
Education
Lakeland College 2005 — 2010
BA in Accounting, Accounting/Business Administration
M & M Tax Professionals, LLC. September 2009 - Present
Walgreens Pharmacy September 2005 - Present
Northwestern Mutual Life March 2003 - February 2004
Education
Lakeland College 2005 — 2010
BA in Accounting, Accounting/Business Administration
Dan O'Meara's Northwestern Mutual Life Experience June 1979 - Present
Job Vice President Agency Development at Northwestern Mutual Life
Industry Insurance
Experience
Northwestern Mutual Life June 1979 - Present
Skills
Investments, Insurance, Financial Services, Business Planning, Mutual Funds, Leadership, Series 7, Strategic Financial..., Retirement Planning, Financial Analysis, Series 63, Securities
Education
Keller Graduate School of Management of DeVry University 1986 — 1989
MBA
Marquette University 1973 — 1977
BS, Economics
Northwestern Mutual Life June 1979 - Present
Skills
Investments, Insurance, Financial Services, Business Planning, Mutual Funds, Leadership, Series 7, Strategic Financial..., Retirement Planning, Financial Analysis, Series 63, Securities
Education
Keller Graduate School of Management of DeVry University 1986 — 1989
MBA
Marquette University 1973 — 1977
BS, Economics
Kyle Krigbaum's Northwestern Mutual Life Experience 2007 - 2007
Job Accountant at Charleston Area Medical Center Health Systems Inc
Industry Accounting
Experience
Charleston Area Medical Center Health System May 2010 - Present
Kent State University August 2008 - December 2009
RGIS May 2008 - August 2008
Northwestern Mutual Life 2007 - 2007
Skills
Financial Modeling
Education
Kent State University - Graduate School of Management 2008 — 2009
M.B.A., Concentration in Finance
University of Charleston 2005 — 2008
B.S., Accounting/Finance
Charleston Area Medical Center Health System May 2010 - Present
Kent State University August 2008 - December 2009
RGIS May 2008 - August 2008
Northwestern Mutual Life 2007 - 2007
Skills
Financial Modeling
Education
Kent State University - Graduate School of Management 2008 — 2009
M.B.A., Concentration in Finance
University of Charleston 2005 — 2008
B.S., Accounting/Finance
Walter Reichelt's Northwestern Mutual Life Experience January 2008 - Present
Job Analyst/Systems analyst at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual Life January 2008 - Present
Waddell and Reed January 2003 - January 2007
Miami University January 2001 - January 2002
Miami University January 1997 - January 2000
DURAMED PHARMACEUTICALS, INC January 1994 - January 1997
QUANTUM CHEMICAL CORPORATION January 1990 - January 1993
ILLINOIS STATE WATER SURVEY January 1988 - January 1990
Education
Miami University 2001 — 2002
MBA, Finance
Miami University 2001 — 2002
M.B.A, Finance
Eastern Illinois University 1985 — 1989
BS, Computational Mathematics
Eastern Illinois University
B.S, Computational Mathematics
Northwestern Mutual Life January 2008 - Present
Waddell and Reed January 2003 - January 2007
Miami University January 2001 - January 2002
Miami University January 1997 - January 2000
DURAMED PHARMACEUTICALS, INC January 1994 - January 1997
QUANTUM CHEMICAL CORPORATION January 1990 - January 1993
ILLINOIS STATE WATER SURVEY January 1988 - January 1990
Education
Miami University 2001 — 2002
MBA, Finance
Miami University 2001 — 2002
M.B.A, Finance
Eastern Illinois University 1985 — 1989
BS, Computational Mathematics
Eastern Illinois University
B.S, Computational Mathematics
Steve Kell's Northwestern Mutual Life Experience August 2009 - Present
Job Operations Manager at Northwestern Mutual Life
Industry Insurance
Experience
Northwestern Mutual Life August 2009 - Present
Skills
Strategic Planning, Financial Analysis, Leadership, Public Speaking, Nonprofits, Project Planning, Team Leadership, Forecasting, Insurance, Customer Service, New Business Development, Team Building, Access, Budgets, Vendor Management, Investments, Project Management, Marketing, Underwriting, Event Planning, Business Development, Life Insurance, Portfolio Management, Cross-functional Team..., Management, Account Management, Sales, Microsoft Office, Finance, Microsoft Word, Program Management, Business Strategy, Social Media, Disability Insurance, Negotiation, Coaching, PowerPoint, Microsoft Excel, Business Planning, Sales Management, Leadership Development, Contract Negotiation, Operations Management, Training, Risk Management, Employee Benefits, Process Improvement, Marketing Strategy, Fundraising, Asset Management
Education
Harding University 1973 — 1977
Bible/Music
Northwestern Mutual Life August 2009 - Present
Skills
Strategic Planning, Financial Analysis, Leadership, Public Speaking, Nonprofits, Project Planning, Team Leadership, Forecasting, Insurance, Customer Service, New Business Development, Team Building, Access, Budgets, Vendor Management, Investments, Project Management, Marketing, Underwriting, Event Planning, Business Development, Life Insurance, Portfolio Management, Cross-functional Team..., Management, Account Management, Sales, Microsoft Office, Finance, Microsoft Word, Program Management, Business Strategy, Social Media, Disability Insurance, Negotiation, Coaching, PowerPoint, Microsoft Excel, Business Planning, Sales Management, Leadership Development, Contract Negotiation, Operations Management, Training, Risk Management, Employee Benefits, Process Improvement, Marketing Strategy, Fundraising, Asset Management
Education
Harding University 1973 — 1977
Bible/Music
William McMullen's Northwestern Mutual Life Experience January 1998 - January 1999
Job Executive Sales Manager at Infinity Business Group
Industry Financial Services
Experience
Infinity Business Group January 2008 - Present
Life of the South April 2003 - February 2008
AIG/American General January 2001 - January 2003
Principal Financial Group January 1999 - January 2001
Northwestern Mutual Life January 1998 - January 1999
CIGNA Group Insurance January 1996 - January 1998
Education
Hood College
MBA, Finance
Northeastern University
BS, Marketing
Infinity Business Group January 2008 - Present
Life of the South April 2003 - February 2008
AIG/American General January 2001 - January 2003
Principal Financial Group January 1999 - January 2001
Northwestern Mutual Life January 1998 - January 1999
CIGNA Group Insurance January 1996 - January 1998
Education
Hood College
MBA, Finance
Northeastern University
BS, Marketing
Erik Myers's Northwestern Mutual Life Experience November 2009 - March 2012
Job Director of New Product Development
Industry Consumer Goods
Experience
Pyure Brands LLC March 2012 - Present
Northwestern Mutual Life November 2009 - March 2012
Skills
Wealth Accumulation, Long Term Care Insurance, Life Insurance, IRAs, Mutual Funds, Education Funding, Strategic Financial..., Wealth Management, Retirement Planning, Disability Insurance, Fixed Annuities, Investments, Retirement, Variable Products, Long-term Care, Finance, Financial Advisory
Education
Florida Gulf Coast University 2011 — 2012
BA, Finance, Economics
Edison State College 2009 — 2010
AA, Business
Oytun 2008 — 2009
N/A, Arctic Sports/Survival
Pyure Brands LLC March 2012 - Present
Northwestern Mutual Life November 2009 - March 2012
Skills
Wealth Accumulation, Long Term Care Insurance, Life Insurance, IRAs, Mutual Funds, Education Funding, Strategic Financial..., Wealth Management, Retirement Planning, Disability Insurance, Fixed Annuities, Investments, Retirement, Variable Products, Long-term Care, Finance, Financial Advisory
Education
Florida Gulf Coast University 2011 — 2012
BA, Finance, Economics
Edison State College 2009 — 2010
AA, Business
Oytun 2008 — 2009
N/A, Arctic Sports/Survival
Adam Merzel's Northwestern Mutual Life Experience 2010 - 2010
Job Judicial Extern at California Court of Appeal
Industry Judiciary
Experience
California Court of Appeal May 2013 - August 2013
Kiosite June 2011 - July 2011
Northwestern Mutual Life 2010 - 2010
Committee for Public Counsel Services May 2009 - August 2009
Education
Washington University in St. Louis School of Law 2012 — 2015
Doctor of Law (JD)
Washington University in St. Louis 2008 — 2011
BA, History
Emory University 2007 — 2007
California Court of Appeal May 2013 - August 2013
Kiosite June 2011 - July 2011
Northwestern Mutual Life 2010 - 2010
Committee for Public Counsel Services May 2009 - August 2009
Education
Washington University in St. Louis School of Law 2012 — 2015
Doctor of Law (JD)
Washington University in St. Louis 2008 — 2011
BA, History
Emory University 2007 — 2007
Sheila Hagen's Northwestern Mutual Life Experience February 2008 - Present
Job Associate Financial Representative at Northwestern Mutual Life
Industry Financial Services
Experience
Northwestern Mutual Life February 2008 - Present
Skills
Investments, Financial Analysis, Financial Planning, Insurance, Customer Service, Microsoft Excel, Retirement Planning, Sales, Long Term Care Insurance
Education
Jacksonville University 1987 — 2001
BS, Finance/ Management
Northwestern Mutual Life February 2008 - Present
Skills
Investments, Financial Analysis, Financial Planning, Insurance, Customer Service, Microsoft Excel, Retirement Planning, Sales, Long Term Care Insurance
Education
Jacksonville University 1987 — 2001
BS, Finance/ Management
Lynnette Harris's Northwestern Mutual Life Experience May 2003 - Present
Job Certified Travel Consultant / Manager at Northwestern Mutual
Industry Financial Services
Experience
Xstream Travel December 2010 - Present
Northwestern Mutual Life May 2003 - Present
Milwaukee County December 1997 - April 2003
Aurora Health Care October 1987 - December 1998
Skills
Mentoring, Customer Service, Sales, Training, Coaching, Leadership, Leadership Development, Management, Process Improvement
Education
Lakeland College
Bachelor of Arts (BA), Business Management
Lakeland College
Xstream Travel December 2010 - Present
Northwestern Mutual Life May 2003 - Present
Milwaukee County December 1997 - April 2003
Aurora Health Care October 1987 - December 1998
Skills
Mentoring, Customer Service, Sales, Training, Coaching, Leadership, Leadership Development, Management, Process Improvement
Education
Lakeland College
Bachelor of Arts (BA), Business Management
Lakeland College
Valerie Lawson's Northwestern Mutual Life Experience 2009 - Present
Job POS IOCCC at Northwestern Mutual Life
Industry Libraries
Experience
Northwestern Mutual Life 2009 - Present
A.B. Data, Ltd. 2007 - 2009
AT&T 1993 - 2006
Education
University of Wisconsin-Milwaukee 2007 — 2010
MLIS, Library and Information science
Hampshire College 1983 — 1985
Northwestern Mutual Life 2009 - Present
A.B. Data, Ltd. 2007 - 2009
AT&T 1993 - 2006
Education
University of Wisconsin-Milwaukee 2007 — 2010
MLIS, Library and Information science
Hampshire College 1983 — 1985
Kent Wilkins's Northwestern Mutual Life Experience August 1987 - December 1995
Job Executive Director, Trade Partners Inc.
Industry Consumer Services
Experience
Colonial Life 2010 - Present
Event Xtras, Inc. June 1997 - May 2010
Mass. Mutual January 1995 - June 1997
Northwestern Mutual Life August 1987 - December 1995
Skills
Employee Benefits, Fixed Annuities
Education
Louisiana State University 1978 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Colonial Life 2010 - Present
Event Xtras, Inc. June 1997 - May 2010
Mass. Mutual January 1995 - June 1997
Northwestern Mutual Life August 1987 - December 1995
Skills
Employee Benefits, Fixed Annuities
Education
Louisiana State University 1978 — 1984
Bachelor of Science (BS), Business Administration and Management, General
Tom Loudermilk's Northwestern Mutual Life Experience February 1994 - February 2011
Job President at Loudermilk Financial Group
Industry Financial Services
Experience
Loudermilk Financial Group March 2011 - Present
Self-employed March 2011 - February 2013
Northwestern Mutual Life February 1994 - February 2011
BankFirst June 1992 - January 1994
Skills
Insurance, Loans, Marketing, Series 7, Finance, Investments, Retirement Planning
Education
The University of Florida 1980 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Furman University 1978 — 1979
Loudermilk Financial Group March 2011 - Present
Self-employed March 2011 - February 2013
Northwestern Mutual Life February 1994 - February 2011
BankFirst June 1992 - January 1994
Skills
Insurance, Loans, Marketing, Series 7, Finance, Investments, Retirement Planning
Education
The University of Florida 1980 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Furman University 1978 — 1979
Anne Phillips's Northwestern Mutual Life Experience September 1994 - September 1998
Job Imaging Assistant at AAA Life Insurance Company
Industry Insurance
Experience
AAA Life Insurance Company September 2000 - Present
New England Financial September 1998 - September 2000
Northwestern Mutual Life September 1994 - September 1998
Skills
All aspects of a..., Employee Training
Education
Macomb Community College
Associate's degree, Marketing/Merchandising
AAA Life Insurance Company September 2000 - Present
New England Financial September 1998 - September 2000
Northwestern Mutual Life September 1994 - September 1998
Skills
All aspects of a..., Employee Training
Education
Macomb Community College
Associate's degree, Marketing/Merchandising
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.