Old Mutual
Industry: Insurance company
DescriptionOld Mutual Limited is a pan-African investment, savings, insurance, and banking group. Established in 1845 in South Africa, it had more than 12 million customers and R1.2 trillion funds under management as of 31 December 2017. Headquarters: Cape Town, South Africa CEO: Mthandazo Peter Moyo (Jun 2018–) AUM: R1.2 trillion (2017) Subsidiaries: Old Mutual Life Assurance Company (South Africa) Limited,
Old Mutual List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Old Mutual. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Old Mutual Employees
Employee
Years
Job
Industry
Sal Frega Sal Frega's Old Mutual Experience September 2007 - March 2009
Job Financial Advisor at United Nations Federal Credit Union
Industry Financial Services
Experience
UNFCU September 2014 - Present
St. John's University September 2008 - Present
CIM International November 2009 - February 2014
Old Mutual September 2007 - March 2009
Bank of America August 2006 - April 2007
Citicorp Investment Services April 2000 - August 2006
Skills
Investments, Fixed Income, Portfolio Management, Business Development, Mutual Funds, Leadership, Asset Allocation, Wealth Management, Banking, Offshore Investments, Business Strategy, Series 7, Equities, New Business Development, Marketing, Alternative Investments, Securities, Hedge Funds, Structured Products, Options, Sales Management, Business Planning, B2B, Strategic Planning, Asset Managment, Marketing Strategy
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2000
MBA, International finance
Xaverian H.S..
Xaverian H.S..
UNFCU September 2014 - Present
St. John's University September 2008 - Present
CIM International November 2009 - February 2014
Old Mutual September 2007 - March 2009
Bank of America August 2006 - April 2007
Citicorp Investment Services April 2000 - August 2006
Skills
Investments, Fixed Income, Portfolio Management, Business Development, Mutual Funds, Leadership, Asset Allocation, Wealth Management, Banking, Offshore Investments, Business Strategy, Series 7, Equities, New Business Development, Marketing, Alternative Investments, Securities, Hedge Funds, Structured Products, Options, Sales Management, Business Planning, B2B, Strategic Planning, Asset Managment, Marketing Strategy
Education
St. John's University, The Peter J. Tobin College of Business 1998 — 2000
MBA, International finance
Xaverian H.S..
Xaverian H.S..
Peter Bannister Peter Bannister's Old Mutual Experience November 2003 - August 2005
Job Director Credit Risk Programs & Execution at Fannie Mae
Industry Insurance
Experience
Fannie Mae April 2014 - Present
Fannie Mae January 2011 - March 2014
Genworth Financial December 2007 - December 2008
Genworth Financial July 2006 - December 2007
Genworth Financial August 2005 - June 2006
Old Mutual November 2003 - August 2005
Zurich Financial Services September 2001 - November 2003
Skills
Risk, Pricing, Actuarial, Mortgage, Reserving, Financial Risk, Actuarial Science, Credit Risk, Mortgage Lending, SAS, Analysis, Analytics, Financial Services, Risk Management, Finance, Portfolio Management, Financial Modeling, Valuation
Education
Harvard Business School Executive Education 2014 — 2014
Executive Education Course, Risk Management for Corporate Leaders
The University of Manchester 1998 — 2001
Mathematics, Mathematics
Institute of Actuaries
BSc (Hons)
Fannie Mae April 2014 - Present
Fannie Mae January 2011 - March 2014
Genworth Financial December 2007 - December 2008
Genworth Financial July 2006 - December 2007
Genworth Financial August 2005 - June 2006
Old Mutual November 2003 - August 2005
Zurich Financial Services September 2001 - November 2003
Skills
Risk, Pricing, Actuarial, Mortgage, Reserving, Financial Risk, Actuarial Science, Credit Risk, Mortgage Lending, SAS, Analysis, Analytics, Financial Services, Risk Management, Finance, Portfolio Management, Financial Modeling, Valuation
Education
Harvard Business School Executive Education 2014 — 2014
Executive Education Course, Risk Management for Corporate Leaders
The University of Manchester 1998 — 2001
Mathematics, Mathematics
Institute of Actuaries
BSc (Hons)
Vitie L. Brown Vitie L. Brown's Old Mutual Experience May 2004 - September 2008
Job Divisional Leader, Primerica Inc.
Industry Individual & Family Services
Experience
Primerica October 1998 - Present
Old Mutual May 2004 - September 2008
Transamerica January 2000 - March 2002
Transamerica Capital Inc. 2000 - 2002
Skills
Insurance, Leadership, Marketing, Series 6, Series 63, Negotiation
Education
Azusa Pacific University 1991 — 1992
Economics, Social Services
College of the Desert 1990 — 1991
Spanish, General Studies
Primerica October 1998 - Present
Old Mutual May 2004 - September 2008
Transamerica January 2000 - March 2002
Transamerica Capital Inc. 2000 - 2002
Skills
Insurance, Leadership, Marketing, Series 6, Series 63, Negotiation
Education
Azusa Pacific University 1991 — 1992
Economics, Social Services
College of the Desert 1990 — 1991
Spanish, General Studies
Anthonie Badenhorst Anthonie Badenhorst's Old Mutual Experience April 2012 - September 2012
Job CA(SA), Salient Partners Corporate Accounting Manager
Industry Financial Services
Experience
Salient Partners July 2014 - Present
PwC October 2012 - June 2014
Old Mutual April 2012 - September 2012
KPMG March 2009 - March 2012
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Financial Analysis, Finance, Tax, External Audit, IFRS, Internal Controls
Education
Stellenbosch University/Universiteit Stellenbosch 2004 — 2008
BAccounting(HONS), Accounting
Paul Roos Gimnasium 1999 — 2003
Salient Partners July 2014 - Present
PwC October 2012 - June 2014
Old Mutual April 2012 - September 2012
KPMG March 2009 - March 2012
Skills
Accounting, Auditing, Financial Reporting, Financial Accounting, Financial Analysis, Finance, Tax, External Audit, IFRS, Internal Controls
Education
Stellenbosch University/Universiteit Stellenbosch 2004 — 2008
BAccounting(HONS), Accounting
Paul Roos Gimnasium 1999 — 2003
Nicole Conard Walters Nicole Conard Walters's Old Mutual Experience January 2006 - January 2007
Job Writing and Editing Professional
Industry Writing and Editing
Experience
Starbucks August 2012 - November 2013
Self January 2003 - January 2011
Colorado Community Church August 2007 - September 2010
Old Mutual January 2006 - January 2007
CH2M HILL January 2000 - January 2003
Skills
Public Speaking, Editing, Management, Social Media, Customer Service, Writing, Event Planning, Microsoft Office, Social Networking, Nonprofits
Education
University of Colorado
BA, English
University of Colorado Denver
BA, English
Starbucks August 2012 - November 2013
Self January 2003 - January 2011
Colorado Community Church August 2007 - September 2010
Old Mutual January 2006 - January 2007
CH2M HILL January 2000 - January 2003
Skills
Public Speaking, Editing, Management, Social Media, Customer Service, Writing, Event Planning, Microsoft Office, Social Networking, Nonprofits
Education
University of Colorado
BA, English
University of Colorado Denver
BA, English
Candace (Denton) Widdoes's Old Mutual Experience March 2007 - August 2007
Job Vice President Strategic Partnerships at Plug and Play Tech Center
Industry Venture Capital & Private Equity
Experience
Plug and Play Tech Center November 2011 - Present
Plug and Play Tech Center September 2010 - November 2011
Plug and Play Tech Center June 2008 - September 2010
WiLine Networks September 2007 - June 2008
Old Mutual March 2007 - August 2007
Charles Schwab August 2006 - March 2007
Pulte Mortgage, LLC 2004 - 2006
Tres Amigos World Imports 2000 - 2004
Skills
Identifying New..., Strategic Partnerships, Sales Management, Marketing Communications, Online Marketing, Email Marketing, Public Speaking, Online Advertising, Negotiation, Business Development, Mergers, Start-ups, New Business Development, Program Management, New Business..., Business Strategy, Entrepreneurship, Management, Sales, Social Impact, Lead Generation, Competitive Analysis, Corporate Development, Venture Capital, Strategy, Product Management, Mergers & Acquisitions, Cross-functional Team..., SaaS, E-commerce, Investments, Go-to-market Strategy, Mobile Devices, Marketing, Business Planning, Angel Investing, Finance, Executive Management, Product Marketing, Venture Financing, M&A experience, Enterprise Software, Analytics, Due Diligence, Mobile Applications, Private Equity
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
BS, Business/Finance
Plug and Play Tech Center November 2011 - Present
Plug and Play Tech Center September 2010 - November 2011
Plug and Play Tech Center June 2008 - September 2010
WiLine Networks September 2007 - June 2008
Old Mutual March 2007 - August 2007
Charles Schwab August 2006 - March 2007
Pulte Mortgage, LLC 2004 - 2006
Tres Amigos World Imports 2000 - 2004
Skills
Identifying New..., Strategic Partnerships, Sales Management, Marketing Communications, Online Marketing, Email Marketing, Public Speaking, Online Advertising, Negotiation, Business Development, Mergers, Start-ups, New Business Development, Program Management, New Business..., Business Strategy, Entrepreneurship, Management, Sales, Social Impact, Lead Generation, Competitive Analysis, Corporate Development, Venture Capital, Strategy, Product Management, Mergers & Acquisitions, Cross-functional Team..., SaaS, E-commerce, Investments, Go-to-market Strategy, Mobile Devices, Marketing, Business Planning, Angel Investing, Finance, Executive Management, Product Marketing, Venture Financing, M&A experience, Enterprise Software, Analytics, Due Diligence, Mobile Applications, Private Equity
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2004
BS, Business/Finance
Scott Heinila Scott Heinila's Old Mutual Experience December 2006 - June 2009
Job Regional Director at Producers Choice Network
Industry Insurance
Experience
The Producers Choice Network July 2009 - Present
Old Mutual December 2006 - June 2009
FCF Insurance Marketing March 2001 - December 2006
Skills
Fixed Annuities, Insurance, Marketing, Life Insurance, Retirement, Retirement Planning
Education
California State University-Long Beach - College of Business Administration 2000 — 2002
BS, Finance
fountain valley highschool
The Producers Choice Network July 2009 - Present
Old Mutual December 2006 - June 2009
FCF Insurance Marketing March 2001 - December 2006
Skills
Fixed Annuities, Insurance, Marketing, Life Insurance, Retirement, Retirement Planning
Education
California State University-Long Beach - College of Business Administration 2000 — 2002
BS, Finance
fountain valley highschool
Matthew Coomer Matthew Coomer's Old Mutual Experience June 2011 - December 2012
Job Student. Enterprise Risk Management
Industry Financial Services
Experience
Student Director/FounderRoyal English AcademyAugust 2013 - September 2014
Old Mutual June 2011 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Financial Advisory, Life Insurance, Project Management, Sales Management, Sales Operations, Client Relations Skills, Sales Presentations, Investment Advisory, Personal Financial..., Operations Management, Entrepreneurship
Education
St. John's University 2015 — 2016
Master’s Degree, Risk Management
Stellenbosch University/Universiteit Stellenbosch 2008 — 2011
Bachelor of Commerce (BCom), Business/Managerial Economics
Hilton College 2002 — 2006
Student Director/FounderRoyal English AcademyAugust 2013 - September 2014
Old Mutual June 2011 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Financial Advisory, Life Insurance, Project Management, Sales Management, Sales Operations, Client Relations Skills, Sales Presentations, Investment Advisory, Personal Financial..., Operations Management, Entrepreneurship
Education
St. John's University 2015 — 2016
Master’s Degree, Risk Management
Stellenbosch University/Universiteit Stellenbosch 2008 — 2011
Bachelor of Commerce (BCom), Business/Managerial Economics
Hilton College 2002 — 2006
Armando Perez Armando Perez's Old Mutual Experience 2008 - 2009
Job International Financial Consulting and Distributor of Investment Services
Industry Financial Services
Experience
Midwood Financial/ Northstar FInancial February 2009 - Present
GLOBALINVEST Network 2009 - Present
Old Mutual 2008 - 2009
Wachovia, A Wells Fargo Company 1995 - 2008
Skills
Investments, Marketing Strategy, Financial Services, Marketing, Portfolio Management, Consulting, Banking, Wealth Management, Asset Management, Strategic Financial..., Financial Analysis, Mutual Funds, Finance
Education
Coker 1990 — 1994
Barry University
MBA, Management, International Business
Los Arcos
Midwood Financial/ Northstar FInancial February 2009 - Present
GLOBALINVEST Network 2009 - Present
Old Mutual 2008 - 2009
Wachovia, A Wells Fargo Company 1995 - 2008
Skills
Investments, Marketing Strategy, Financial Services, Marketing, Portfolio Management, Consulting, Banking, Wealth Management, Asset Management, Strategic Financial..., Financial Analysis, Mutual Funds, Finance
Education
Coker 1990 — 1994
Barry University
MBA, Management, International Business
Los Arcos
John Roome's Old Mutual Experience December 1982 - August 1983
Job Senior Director, Climate Change, World Bank Group
Industry International Trade and Development
Experience
The World Bank July 2015 - Present
The World Bank July 2014 - July 2015
The World Bank January 2009 - June 2014
The World Bank September 2003 - January 2009
The World Bank September 1999 - September 2003
The World Bank November 1997 - December 1999
The World Bank October 1989 - November 1997
Monitor Company November 1986 - August 1989
Old Mutual December 1982 - August 1983
Skills
Program Management, Economics, Africa, Sustainable Development, Leadership, Management, Asia, Infrastructure, Strategy, Change Management, Finance, Financial Analysis, Risk Management, Climate Change, Water, Transportation, Energy
Education
University of Cambridge 2009 — 2009
World Bank Executive Program on Sustainablity
Harvard University 1999 — 1999
Executive Development Program
University of Oxford 1984 — 1986
M. Phil, Management Studies
University of Oxford 1983 — 1984
MSc., Applied Statistics and Econometrics
University of Cape Town 1980 — 1982
BSc.
South African College High School 1975 — 1979
High School
The World Bank July 2015 - Present
The World Bank July 2014 - July 2015
The World Bank January 2009 - June 2014
The World Bank September 2003 - January 2009
The World Bank September 1999 - September 2003
The World Bank November 1997 - December 1999
The World Bank October 1989 - November 1997
Monitor Company November 1986 - August 1989
Old Mutual December 1982 - August 1983
Skills
Program Management, Economics, Africa, Sustainable Development, Leadership, Management, Asia, Infrastructure, Strategy, Change Management, Finance, Financial Analysis, Risk Management, Climate Change, Water, Transportation, Energy
Education
University of Cambridge 2009 — 2009
World Bank Executive Program on Sustainablity
Harvard University 1999 — 1999
Executive Development Program
University of Oxford 1984 — 1986
M. Phil, Management Studies
University of Oxford 1983 — 1984
MSc., Applied Statistics and Econometrics
University of Cape Town 1980 — 1982
BSc.
South African College High School 1975 — 1979
High School
Alison Farrell Alison Farrell's Old Mutual Experience November 1997 - October 1998
Job VP Managed Care at RITE AID
Industry Retail
Experience
RITE AID July 2015 - Present
Ahold February 2012 - Present
Maxor National Pharmacy Services, LLC November 2010 - January 2012
Maxor National Pharmacy Services, LLC January 2008 - January 2012
Longs Drugs June 2007 - January 2008
Albertsons January 2006 - June 2007
Albertsons July 2002 - January 2006
Direct Medicines October 1998 - June 2002
Old Mutual November 1997 - October 1998
Direct Medicines October 1996 - October 1997
Skills
Process Improvement, Pharmacy Automation, Pharmacy, Change Management, Managed Care, Healthcare, Pharmacists, Strategic Planning, Pharmacy Benefit..., Pharmacy Operations, Medication Therapy..., Management, Community Pharmacy, Medicare Part D, quality and outcomes, Project Management, Team Building, Cross-functional Team..., chronic medication..., pharmacy accounts...
Education
Ohio University 2009 — 2011
Master of Healthcare Administration (MHA), Health/Health Care Administration/Management
Rhodes University 1980 — 1983
Bachelor of Pharmacy (B.Pharm.), Pharmacy
RITE AID July 2015 - Present
Ahold February 2012 - Present
Maxor National Pharmacy Services, LLC November 2010 - January 2012
Maxor National Pharmacy Services, LLC January 2008 - January 2012
Longs Drugs June 2007 - January 2008
Albertsons January 2006 - June 2007
Albertsons July 2002 - January 2006
Direct Medicines October 1998 - June 2002
Old Mutual November 1997 - October 1998
Direct Medicines October 1996 - October 1997
Skills
Process Improvement, Pharmacy Automation, Pharmacy, Change Management, Managed Care, Healthcare, Pharmacists, Strategic Planning, Pharmacy Benefit..., Pharmacy Operations, Medication Therapy..., Management, Community Pharmacy, Medicare Part D, quality and outcomes, Project Management, Team Building, Cross-functional Team..., chronic medication..., pharmacy accounts...
Education
Ohio University 2009 — 2011
Master of Healthcare Administration (MHA), Health/Health Care Administration/Management
Rhodes University 1980 — 1983
Bachelor of Pharmacy (B.Pharm.), Pharmacy
Errol Coombs Errol Coombs's Old Mutual Experience April 2011 - July 2011
Job Front End Developer at FCB Healthcare
Industry Marketing and Advertising
Experience
FCB Health August 2013 - Present
McKinsey & Company July 2013 - July 2013
Grey Group October 2012 - June 2013
BBDO October 2011 - October 2012
Integrated Media Solutions August 2011 - October 2011
Scientific American August 2011 - August 2011
Mundocom July 2011 - July 2011
Old Mutual April 2011 - July 2011
Grooveshark February 2011 - March 2011
Inventus November 2008 - February 2011
Skills
jQuery, Front-end, CSS, Photoshop, User Experience, Cross-browser..., Dreamweaver, JavaScript, HTML 5, CSS3, JSON, AJAX, AngularJS
Education
Long Island University, Brooklyn Campus 1996 — 2002
FCB Health August 2013 - Present
McKinsey & Company July 2013 - July 2013
Grey Group October 2012 - June 2013
BBDO October 2011 - October 2012
Integrated Media Solutions August 2011 - October 2011
Scientific American August 2011 - August 2011
Mundocom July 2011 - July 2011
Old Mutual April 2011 - July 2011
Grooveshark February 2011 - March 2011
Inventus November 2008 - February 2011
Skills
jQuery, Front-end, CSS, Photoshop, User Experience, Cross-browser..., Dreamweaver, JavaScript, HTML 5, CSS3, JSON, AJAX, AngularJS
Education
Long Island University, Brooklyn Campus 1996 — 2002
Suzannah Carrington's Old Mutual Experience 2006 - 2009
Job Northeastern University School of Law
Industry Law Practice
Experience
Deloitte May 2009 - August 2014
Freelance June 2003 - December 2013
Old Mutual 2006 - 2009
The Creative Group 2004 - 2006
Deutsche Asset Management 2000 - 2004
Deutsche Asset Management 2000 - 2000
Entertainment Marketing Communications International 1996 - 1997
The Performing Arts Center 1995 - 1996
Skills
Adobe Creative Suite, Microsoft Office, Voice Over, Soundbooth, Proofreading, Copy Editing, Presentation Development, Graphic Design, Brochures, Advertising, Corporate Identity, Layout, Art Direction
Education
Northeastern University School of Law 2014 — 2017
Doctor of Law (J.D.)
Purchase College, SUNY 1991 — 1995
Bachelor of Fine Arts (BFA), Opera
Deloitte May 2009 - August 2014
Freelance June 2003 - December 2013
Old Mutual 2006 - 2009
The Creative Group 2004 - 2006
Deutsche Asset Management 2000 - 2004
Deutsche Asset Management 2000 - 2000
Entertainment Marketing Communications International 1996 - 1997
The Performing Arts Center 1995 - 1996
Skills
Adobe Creative Suite, Microsoft Office, Voice Over, Soundbooth, Proofreading, Copy Editing, Presentation Development, Graphic Design, Brochures, Advertising, Corporate Identity, Layout, Art Direction
Education
Northeastern University School of Law 2014 — 2017
Doctor of Law (J.D.)
Purchase College, SUNY 1991 — 1995
Bachelor of Fine Arts (BFA), Opera
Olitile Dube Olitile Dube's Old Mutual Experience 2002 - 2005
Job
Industry Marketing and Advertising
Experience
Research Now May 2014 - Present
Symphony Health Solutions May 2013 - March 2014
Symphony Advanced Media (Formerly Factor TG) September 2007 - April 2013
Old Mutual 2002 - 2005
Citigroup 1999 - 2001
Skills
Project Management, Business Strategy, Strategic Planning, Product Development, Cross-functional Team..., Strategy, Marketing Research, Business Intelligence, Client Relationship..., Cross Media and Digital..., Marketing Strategy..., Consumer Research &..., Direct Response, Analytics, Analysis, Data Analysis, Business Process..., Business Strategy..., Direct Response..., New Product Development, CRM, Leadership, Marketing Strategy, Digital Marketing, Management, Market Research
Education
Golden Gate University 2006 — 2007
MS
De Montfort University 2001 — 2003
MBA
Research Now May 2014 - Present
Symphony Health Solutions May 2013 - March 2014
Symphony Advanced Media (Formerly Factor TG) September 2007 - April 2013
Old Mutual 2002 - 2005
Citigroup 1999 - 2001
Skills
Project Management, Business Strategy, Strategic Planning, Product Development, Cross-functional Team..., Strategy, Marketing Research, Business Intelligence, Client Relationship..., Cross Media and Digital..., Marketing Strategy..., Consumer Research &..., Direct Response, Analytics, Analysis, Data Analysis, Business Process..., Business Strategy..., Direct Response..., New Product Development, CRM, Leadership, Marketing Strategy, Digital Marketing, Management, Market Research
Education
Golden Gate University 2006 — 2007
MS
De Montfort University 2001 — 2003
MBA
Robert Hunt, Jr. CIMC, CIMA's Old Mutual Experience 2005 - 2006
Job Director, North Region at RNC Genter Capital Management
Industry Financial Services
Experience
RNC Genter Capital Management April 2012 - Present
Upromise Investments June 2006 - October 2011
Old Mutual 2005 - 2006
Phoenix Investment Partners February 2002 - June 2005
Kayne Anderson Rudnick April 1996 - February 2002
Skills
Series 7, Mutual Funds, Series 63, Investment Strategies, Asset Allocation, Investments, Asset Managment, Investment Management, Wealth Management, Separately Managed...
Education
Benedictine College 1980 — 1984
B.A., Accounting & Business Admin
St. Thomas Aquinas 1978 — 1980
RNC Genter Capital Management April 2012 - Present
Upromise Investments June 2006 - October 2011
Old Mutual 2005 - 2006
Phoenix Investment Partners February 2002 - June 2005
Kayne Anderson Rudnick April 1996 - February 2002
Skills
Series 7, Mutual Funds, Series 63, Investment Strategies, Asset Allocation, Investments, Asset Managment, Investment Management, Wealth Management, Separately Managed...
Education
Benedictine College 1980 — 1984
B.A., Accounting & Business Admin
St. Thomas Aquinas 1978 — 1980
Hector Daniel Guzman's Old Mutual Experience August 2013 - November 2013
Job Mortgage banker
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
Old Mutual August 2013 - November 2013
HSBC Premier March 2011 - May 2013
Accenture August 2007 - July 2009
Skills
Financial Analysis, Certified Financial..., Financial Reporting, Strategic Financial..., Problem Solving, Financial Markets, Investment Banking, Mutual Funds, Risk Management
Education
Escuela Bancaria y Comercial 2006 — 2010
Licenciatura en Negocios Internacionales
Southern Illinois University, Carbondale
JPMorgan Chase August 2014 - Present
Old Mutual August 2013 - November 2013
HSBC Premier March 2011 - May 2013
Accenture August 2007 - July 2009
Skills
Financial Analysis, Certified Financial..., Financial Reporting, Strategic Financial..., Problem Solving, Financial Markets, Investment Banking, Mutual Funds, Risk Management
Education
Escuela Bancaria y Comercial 2006 — 2010
Licenciatura en Negocios Internacionales
Southern Illinois University, Carbondale
Vanessa Pruett-Urie's Old Mutual Experience November 2002 - July 2005
Job Vice President, Shapiro Financial Advisors, LLC
Industry Financial Services
Experience
Shapiro Financial Advisors July 2005 - Present
Old Mutual November 2002 - July 2005
Deutsche Bank July 1996 - June 2001
Deutsche Bank August 1997 - June 1999
Deutsche Bank July 1996 - August 1997
Skills
Equities, Financial Planning, Wealth Management, Mutual Funds, Credit, Series 63, Securities, Trading, Retirement, Relationship Management
Education
College of Notre Dame of Maryland 1996 — 1997
Finance
Essex Community College 1994 — 1996
Associates Degree, Business Administration
Kenwood High School 1990 — 1994
Shapiro Financial Advisors July 2005 - Present
Old Mutual November 2002 - July 2005
Deutsche Bank July 1996 - June 2001
Deutsche Bank August 1997 - June 1999
Deutsche Bank July 1996 - August 1997
Skills
Equities, Financial Planning, Wealth Management, Mutual Funds, Credit, Series 63, Securities, Trading, Retirement, Relationship Management
Education
College of Notre Dame of Maryland 1996 — 1997
Finance
Essex Community College 1994 — 1996
Associates Degree, Business Administration
Kenwood High School 1990 — 1994
Andres Munho Andres Munho's Old Mutual Experience November 2012 - Present
Job Regional Director, Americas Offshore Old Mutual Global Investors
Industry Financial Services
Experience
Old Mutual Global Investors October 2014 - Present
Old Mutual November 2012 - Present
AIVA September 2009 - October 2014
AIVA 2005 - 2009
Skandia July 2004 - June 2005
Citi 2002 - 2003
BankBoston March 2000 - March 2002
Skills
Spanish, Wealth Management, Investments, Banking, Insurance, Mutual Funds, Latin America, Financial Services, Strategic Financial..., Wealth Management..., Asset Management, Business Development, Portfolio Management, Pensions, Retirement Planning, Investment Advisory, Business Strategy, Sales, Risk Management, Gestión de capital, Inversiones, Servicios financieros, Español, Aseguradoras, Fondos de inversión..., Planes de pensiones, Ventas, Gestión de cartera de..., Planificación financiera, Gestión de riesgos, Gestión de activos, Estrategia empresarial, Banca
Education
Universidad ORT Uruguay 2002 — 2006
Economista, Economia Empresarial
Universidad ORT, Montevideo
Economista, Economía
Old Mutual Global Investors October 2014 - Present
Old Mutual November 2012 - Present
AIVA September 2009 - October 2014
AIVA 2005 - 2009
Skandia July 2004 - June 2005
Citi 2002 - 2003
BankBoston March 2000 - March 2002
Skills
Spanish, Wealth Management, Investments, Banking, Insurance, Mutual Funds, Latin America, Financial Services, Strategic Financial..., Wealth Management..., Asset Management, Business Development, Portfolio Management, Pensions, Retirement Planning, Investment Advisory, Business Strategy, Sales, Risk Management, Gestión de capital, Inversiones, Servicios financieros, Español, Aseguradoras, Fondos de inversión..., Planes de pensiones, Ventas, Gestión de cartera de..., Planificación financiera, Gestión de riesgos, Gestión de activos, Estrategia empresarial, Banca
Education
Universidad ORT Uruguay 2002 — 2006
Economista, Economia Empresarial
Universidad ORT, Montevideo
Economista, Economía
Kimberly Blackburn Kimberly Blackburn's Old Mutual Experience August 2005 - April 2008
Job Category Manager at Werner Co.
Industry Consumer Goods
Experience
Werner Co. March 2014 - Present
Zep Inc. July 2009 - March 2014
Masco Corporation September 2008 - July 2009
Old Mutual August 2005 - April 2008
Arby's Franchise Association October 1999 - November 2004
Skills
Business Intelligence, Business Objects, SAP, Crystal Reports, Data Modeling, Business Requirements, Business Process..., Revenue Forecasting, Revenue Planning, Marketing Analytics, MS Access, SQL, Use Cases, End User Training, Revenue, Access, Forecasting, Project Management, ERP, Software Documentation, Competitive Analysis, Business Analysis, Strategic Planning
Education
Georgia State University - J. Mack Robinson College of Business
Executive Program Certification, Finance and Accounting
Kennesaw State University
Bachelor's degree, Psychology
Werner Co. March 2014 - Present
Zep Inc. July 2009 - March 2014
Masco Corporation September 2008 - July 2009
Old Mutual August 2005 - April 2008
Arby's Franchise Association October 1999 - November 2004
Skills
Business Intelligence, Business Objects, SAP, Crystal Reports, Data Modeling, Business Requirements, Business Process..., Revenue Forecasting, Revenue Planning, Marketing Analytics, MS Access, SQL, Use Cases, End User Training, Revenue, Access, Forecasting, Project Management, ERP, Software Documentation, Competitive Analysis, Business Analysis, Strategic Planning
Education
Georgia State University - J. Mack Robinson College of Business
Executive Program Certification, Finance and Accounting
Kennesaw State University
Bachelor's degree, Psychology
Maria Rodriguez-Scott, CPA, CFP, CFA Maria Rodriguez-Scott, CPA, CFP, CFA's Old Mutual Experience 2006 - 2010
Job CFO at CFO Strategic Partners
Industry Management Consulting
Experience
CFO Strategic Partners March 2014 - Present
SCORE, Counselors to America's Small Business 2010 - Present
Avance Financial Solutions, Inc. 2010 - 2014
Community Health Centers, Inc., Winter Garden, Fl 2010 - 2012
Old Mutual 2006 - 2010
Skandia 2006 - 2010
Skandia 2003 - 2006
Skandia 1996 - 1998
Skandia 1987 - 1990
Skills
Latin America, Business Strategy, Financial Analysis, Strategic Planning, Management Consulting, Marketing Strategy, Strategy, Start-ups, Negotiation, Customer Service, Due Diligence, Sales, Entrepreneurship, Small Business, Management, Leadership, Business Planning
Education
Florida International University
Bachelor of Business Administration (B.B.A.), Accounting
Florida State University
Certificate in Financial Planning
University of Central Florida
Graduate Certificate - eLearning Professional Development
CFO Strategic Partners March 2014 - Present
SCORE, Counselors to America's Small Business 2010 - Present
Avance Financial Solutions, Inc. 2010 - 2014
Community Health Centers, Inc., Winter Garden, Fl 2010 - 2012
Old Mutual 2006 - 2010
Skandia 2006 - 2010
Skandia 2003 - 2006
Skandia 1996 - 1998
Skandia 1987 - 1990
Skills
Latin America, Business Strategy, Financial Analysis, Strategic Planning, Management Consulting, Marketing Strategy, Strategy, Start-ups, Negotiation, Customer Service, Due Diligence, Sales, Entrepreneurship, Small Business, Management, Leadership, Business Planning
Education
Florida International University
Bachelor of Business Administration (B.B.A.), Accounting
Florida State University
Certificate in Financial Planning
University of Central Florida
Graduate Certificate - eLearning Professional Development
Underwood, Sasha Underwood, Sasha's Old Mutual Experience March 2005 - July 2009
Job Regional 401k Sales Director at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Distributors November 2014 - Present
OneAmerica October 2012 - November 2014
Janus 2009 - October 2012
Old Mutual March 2005 - July 2009
Skills
Ironman Finisher, Snowboarding, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Fixed Annuities, Alternative Investments, Series 63, Wealth Management, Retirement, Asset Managment, ETFs, Securities, Strategic Financial..., Financial Advisory, 401k, Investment Strategies, Separately Managed..., Series 6, Variable Annuities
Education
University of Colorado at Denver
Lincoln Financial Distributors November 2014 - Present
OneAmerica October 2012 - November 2014
Janus 2009 - October 2012
Old Mutual March 2005 - July 2009
Skills
Ironman Finisher, Snowboarding, Series 7, Mutual Funds, Asset Allocation, Retirement Planning, Investments, Fixed Annuities, Alternative Investments, Series 63, Wealth Management, Retirement, Asset Managment, ETFs, Securities, Strategic Financial..., Financial Advisory, 401k, Investment Strategies, Separately Managed..., Series 6, Variable Annuities
Education
University of Colorado at Denver
Alistair 'Al' Blair's Old Mutual Experience April 1995 - August 1997
Job Financial Counselor and Coordinator of Special Projects at Midwest Proton Radiation Institute
Industry Medical Devices
Experience
Available for NEW Opportunities July 2015 - Present
Midwest Proton Radiotherapy Institute (MPRI) November 2007 - November 2014
Saltire LLC January 1984 - November 2014
Personalised Wealth Management Programme September 1997 - April 2003
Old Mutual April 1995 - August 1997
Skills
Training, Microsoft Office, Small Business, Strategy, Sales, CRM, Analysis, Social Media, Public Speaking, Event Photography, Sales Management, Customer Service, Public Relations, Business Planning, Account Management, Business Development, Management, Advertising, Market Research
Education
University of Cape Town 1984 — 1987
Economics
RBHS
Available for NEW Opportunities July 2015 - Present
Midwest Proton Radiotherapy Institute (MPRI) November 2007 - November 2014
Saltire LLC January 1984 - November 2014
Personalised Wealth Management Programme September 1997 - April 2003
Old Mutual April 1995 - August 1997
Skills
Training, Microsoft Office, Small Business, Strategy, Sales, CRM, Analysis, Social Media, Public Speaking, Event Photography, Sales Management, Customer Service, Public Relations, Business Planning, Account Management, Business Development, Management, Advertising, Market Research
Education
University of Cape Town 1984 — 1987
Economics
RBHS
Marti Adams, CFP® Marti Adams, CFP®'s Old Mutual Experience September 2006 - November 2007
Job Financial Products Wholesaler In Transition
Industry Financial Services
Experience
Insight Wealth May 2014 - August 2014
Equinox Group Distributors August 2009 - September 2013
Equinox Group Distributors August 2009 - August 2013
ING May 2008 - November 2008
Old Mutual September 2006 - November 2007
J.P. Morgan July 2004 - August 2006
Merrill Lynch October 1996 - February 2004
Skills
Alternative Investments, Mutual Funds, Separately Managed..., Relationship Management, Cross Selling, Retirement Planning, Asset Allocation, Client Development, Communication Skills, Strategic Planning, Series 7, Financial Services, Financial Advisory
Education
University of Arkansas 1981 — 1985
Bachelor of Science (BS), Finance, General
Insight Wealth May 2014 - August 2014
Equinox Group Distributors August 2009 - September 2013
Equinox Group Distributors August 2009 - August 2013
ING May 2008 - November 2008
Old Mutual September 2006 - November 2007
J.P. Morgan July 2004 - August 2006
Merrill Lynch October 1996 - February 2004
Skills
Alternative Investments, Mutual Funds, Separately Managed..., Relationship Management, Cross Selling, Retirement Planning, Asset Allocation, Client Development, Communication Skills, Strategic Planning, Series 7, Financial Services, Financial Advisory
Education
University of Arkansas 1981 — 1985
Bachelor of Science (BS), Finance, General
Alandis Grace's Old Mutual Experience 2007 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Self-employed 2001 - Present
Old Mutual 2007 - 2010
Allianz Life 2005 - 2010
Skills
Strategic Financial..., Life Insurance, Term Life Insurance, Employee Training, Sales Operations, Entrepreneurship, Management
Education
Meridian Community College
Self-employed 2001 - Present
Old Mutual 2007 - 2010
Allianz Life 2005 - 2010
Skills
Strategic Financial..., Life Insurance, Term Life Insurance, Employee Training, Sales Operations, Entrepreneurship, Management
Education
Meridian Community College
Matthew Housel's Old Mutual Experience November 2006 - March 2009
Job Financial Services Marketing Leader
Industry Financial Services
Experience
Franklin Templeton Investments June 2011 - Present
MassMutual Financial Group March 2009 - June 2011
Old Mutual November 2006 - March 2009
AIG American General October 2004 - October 2006
Safeco LIfe & Investments (now Symetra Financial) January 1999 - September 2004
The Rainier Group March 1995 - December 1998
Skills
Marketing Strategy, Product Marketing, Market Research, Marketing Communications, Mutual Funds, Annuities, Life Insurance, Retirement Savings, Retirement Income..., Product Development, 529 Plans, Fixed Annuities, Retirement, SaaS, Management, Segmentation, Leadership, Marketing, Insurance, Business Strategy, Integrated Marketing, Strategic Planning, Program Management, Business Intelligence, Sales, Strategy, CRM, Investments
Education
Drake University
BA, International Relations/Economics
The Chinese University of Hong Kong 1988 — 1989
Other
Malcolm Kerr Scholar, National Council on US/Arab Relations
Franklin Templeton Investments June 2011 - Present
MassMutual Financial Group March 2009 - June 2011
Old Mutual November 2006 - March 2009
AIG American General October 2004 - October 2006
Safeco LIfe & Investments (now Symetra Financial) January 1999 - September 2004
The Rainier Group March 1995 - December 1998
Skills
Marketing Strategy, Product Marketing, Market Research, Marketing Communications, Mutual Funds, Annuities, Life Insurance, Retirement Savings, Retirement Income..., Product Development, 529 Plans, Fixed Annuities, Retirement, SaaS, Management, Segmentation, Leadership, Marketing, Insurance, Business Strategy, Integrated Marketing, Strategic Planning, Program Management, Business Intelligence, Sales, Strategy, CRM, Investments
Education
Drake University
BA, International Relations/Economics
The Chinese University of Hong Kong 1988 — 1989
Other
Malcolm Kerr Scholar, National Council on US/Arab Relations
Sandie Lubotsky's Old Mutual Experience 2006 - 2008
Job Project Manager
Industry Financial Services
Experience
Great-West Retirement Services December 2010 - Present
Curian Capital 2008 - 2008
Old Mutual 2006 - 2008
ING Multi Financial 2004 - 2006
Invesco Ltd. 1998 - 2003
Skills
Marketing, Strategic Communications, Marketing Communications, SharePoint, Budgets
Education
Colorado State University
MS, Technical Communication
University of Colorado Denver
BA, English
Great-West Retirement Services December 2010 - Present
Curian Capital 2008 - 2008
Old Mutual 2006 - 2008
ING Multi Financial 2004 - 2006
Invesco Ltd. 1998 - 2003
Skills
Marketing, Strategic Communications, Marketing Communications, SharePoint, Budgets
Education
Colorado State University
MS, Technical Communication
University of Colorado Denver
BA, English
Karin Walkovitz's Old Mutual Experience 2004 - November 2009
Job Business Development Manager at Sammons Retirement Solutions
Industry Financial Services
Experience
Sammons Retirement Solutions April 2013 - Present
Guinness Atkinson Asset Management April 2010 - March 2013
Old Mutual 2004 - November 2009
Skills
Business Development, Mutual Funds, Sales, Equities, Alternative Investments, CRM, Investment Management, Product Management, Fixed Annuities, Asset Allocation, Securities, Business Strategy, Vendor Management, Relationship Management, Product Development, Retirement, Hedge Funds, Investments, Series 7, Wealth Management, Financial Services, Morningstar, Finance, Morningstar Direct
Education
The University of Kansas 1992 — 1996
Sammons Retirement Solutions April 2013 - Present
Guinness Atkinson Asset Management April 2010 - March 2013
Old Mutual 2004 - November 2009
Skills
Business Development, Mutual Funds, Sales, Equities, Alternative Investments, CRM, Investment Management, Product Management, Fixed Annuities, Asset Allocation, Securities, Business Strategy, Vendor Management, Relationship Management, Product Development, Retirement, Hedge Funds, Investments, Series 7, Wealth Management, Financial Services, Morningstar, Finance, Morningstar Direct
Education
The University of Kansas 1992 — 1996
Yaneth Amaya Yaneth Amaya's Old Mutual Experience 2006 - 2008
Job Program Manager
Industry Management Consulting
Experience
PM Technologies 2010 - 2014
Yaneth Amaya 2008 - 2010
Old Mutual 2006 - 2008
ING 2005 - 2006
MetLife 2003 - 2004
PET Terra Systems, Inc. 2002 - 2003
Motorola 1999 - 2001
Zep Inc. 1998 - 1999
Air Liquide 1997 - 1998
Monsanto Company 1995 - 1996
Skills
Program Management, Process Improvement, Project Management, Project Planning, Product Management, Strategic Planning, Reporting & Analysis, Financial Reporting, Financial Analysis, Performance Reporting, Cost Management, Cost Control, Financial Audits, Quality Control, Quality Auditing, Performance Metrics, Dashboard Metrics, Financial Metrics, Training, Outsourcing, Manufacturing..., Capital Projects, International Business, Translation, Strategy, Analysis, Six Sigma, Business Process..., Manufacturing, Business Process, Cross-functional Team..., Change Management
Education
Georgia State University 2004 — 2006
Master of Business Administration (M.B.A.), Finance
Georgia Institute of Technology 1992 — 1997
Bachelor, Chemical Engineering
PM Technologies 2010 - 2014
Yaneth Amaya 2008 - 2010
Old Mutual 2006 - 2008
ING 2005 - 2006
MetLife 2003 - 2004
PET Terra Systems, Inc. 2002 - 2003
Motorola 1999 - 2001
Zep Inc. 1998 - 1999
Air Liquide 1997 - 1998
Monsanto Company 1995 - 1996
Skills
Program Management, Process Improvement, Project Management, Project Planning, Product Management, Strategic Planning, Reporting & Analysis, Financial Reporting, Financial Analysis, Performance Reporting, Cost Management, Cost Control, Financial Audits, Quality Control, Quality Auditing, Performance Metrics, Dashboard Metrics, Financial Metrics, Training, Outsourcing, Manufacturing..., Capital Projects, International Business, Translation, Strategy, Analysis, Six Sigma, Business Process..., Manufacturing, Business Process, Cross-functional Team..., Change Management
Education
Georgia State University 2004 — 2006
Master of Business Administration (M.B.A.), Finance
Georgia Institute of Technology 1992 — 1997
Bachelor, Chemical Engineering
Hennie Vermeulen Hennie Vermeulen's Old Mutual Experience February 1995 - June 1995
Job Founder and Managing Director at VANTARES LLC
Industry Information Technology and Services
Experience
VANTARES LLC May 2011 - Present
Blink Consulting February 2010 - May 2011
Appssurance February 2008 - January 2010
Citigroup April 2004 - January 2008
Motion International December 2002 - March 2004
Talent Software Services February 1999 - November 2002
Spherion November 1997 - February 1999
PEP October 1996 - October 1997
Shell July 1995 - September 1996
Old Mutual February 1995 - June 1995
Skills
DBA, Architecture, GRC, Oracle E-Business Suite, OBIEE, Compliance Management, Integration, Oracle DBA, Oracle GRC, ERP, Oracle Identity..., SOX, GRCI, AACG, GRC extensibility, JDE, Sarbanes-Oxley Act, Oracle, Business Process..., Information Technology, SDLC, Oracle Applications, Database Administration, Management, Consulting, Oracle HR, Business Analysis, Business Process, Architectures, Enterprise Software, Business Intelligence, Oracle Identity Manager, Databases, Business Process Design, JD Edwards, Disaster Recovery, PL/SQL, SaaS, Governance
Education
Cape Peninsula University of Technology 1988 — 1990
B.Sc, Information Systems
High School DF Malan 1981 — 1985
VANTARES LLC May 2011 - Present
Blink Consulting February 2010 - May 2011
Appssurance February 2008 - January 2010
Citigroup April 2004 - January 2008
Motion International December 2002 - March 2004
Talent Software Services February 1999 - November 2002
Spherion November 1997 - February 1999
PEP October 1996 - October 1997
Shell July 1995 - September 1996
Old Mutual February 1995 - June 1995
Skills
DBA, Architecture, GRC, Oracle E-Business Suite, OBIEE, Compliance Management, Integration, Oracle DBA, Oracle GRC, ERP, Oracle Identity..., SOX, GRCI, AACG, GRC extensibility, JDE, Sarbanes-Oxley Act, Oracle, Business Process..., Information Technology, SDLC, Oracle Applications, Database Administration, Management, Consulting, Oracle HR, Business Analysis, Business Process, Architectures, Enterprise Software, Business Intelligence, Oracle Identity Manager, Databases, Business Process Design, JD Edwards, Disaster Recovery, PL/SQL, SaaS, Governance
Education
Cape Peninsula University of Technology 1988 — 1990
B.Sc, Information Systems
High School DF Malan 1981 — 1985
Suzy Turner's Old Mutual Experience January 2007 - February 2009
Job at Global Financial Distributors.
Industry Financial Services
Experience
Global Financial Distributors, Inc. 2009 - Present
Old Mutual January 2007 - February 2009
Jackson National Life December 2005 - January 2007
Skills
Retirement Planning, Mutual Funds, Life Insurance, Fixed Annuities, Strategic Financial..., Wealth Management, Financial Services, Estate Planning, Investments, Retirement, Insurance, Series 7, Investment Advisory, Series 63, Financial Advisory, Long-term Care, IRAs, Series 6, Finance, Financial Planning
Education
Kennesaw State University 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Kennesaw State University - Michael J. Coles College of Business 2001 — 2005
BBA, Finance
Global Financial Distributors, Inc. 2009 - Present
Old Mutual January 2007 - February 2009
Jackson National Life December 2005 - January 2007
Skills
Retirement Planning, Mutual Funds, Life Insurance, Fixed Annuities, Strategic Financial..., Wealth Management, Financial Services, Estate Planning, Investments, Retirement, Insurance, Series 7, Investment Advisory, Series 63, Financial Advisory, Long-term Care, IRAs, Series 6, Finance, Financial Planning
Education
Kennesaw State University 2001 — 2005
Bachelor of Business Administration (BBA), Finance
Kennesaw State University - Michael J. Coles College of Business 2001 — 2005
BBA, Finance
Steven Kee Steven Kee's Old Mutual Experience August 2005 - November 2008
Job Project Analyst
Industry Financial Services
Experience
Keller Williams Real Estate April 2014 - Present
State Street November 2009 - Present
Old Mutual August 2005 - November 2008
Deloitte January 2003 - December 2004
KPMG, LLP August 2001 - June 2002
PREMIERE e-SOLUTIONS January 2000 - June 2001
METRO MARKET SERVICES June 1995 - August 1999
ALVERNO MEMPHIS CORP October 1993 - June 1995
Skills
Training, Budgets, Event Planning, Human Resources, Management, Marketing, Microsoft Excel
Education
The University of Memphis 1992 — 1995
B.A., History and English
Union University
Keller Williams Real Estate April 2014 - Present
State Street November 2009 - Present
Old Mutual August 2005 - November 2008
Deloitte January 2003 - December 2004
KPMG, LLP August 2001 - June 2002
PREMIERE e-SOLUTIONS January 2000 - June 2001
METRO MARKET SERVICES June 1995 - August 1999
ALVERNO MEMPHIS CORP October 1993 - June 1995
Skills
Training, Budgets, Event Planning, Human Resources, Management, Marketing, Microsoft Excel
Education
The University of Memphis 1992 — 1995
B.A., History and English
Union University
S. Elaine Griffin S. Elaine Griffin's Old Mutual Experience December 2002 - August 2008
Job Director of Operations at Coventry CareLink Insurance Services, LLC
Industry Insurance
Experience
Coventry CareLink Insurance Services, LLC March 2010 - Present
Old Mutual Financial Network August 2008 - April 2009
Old Mutual December 2002 - August 2008
Computer Sciences Corporation 1997 - 2002
F&G Life 1992 - 1997
USF&G 1989 - 1995
Skills
Business Development, Leadership, Project Management, Outsourcing, Management, Fixed Annuities, CRM, Life Insurance, Strategy, Insurance, Risk Management, Business Analysis, Operations Management, Business Process, Process Improvement, Product Management
Education
American InterContinental University 2009 — 2013
Bachelor of Business Administration (BBA), Healthcare Management
Coventry CareLink Insurance Services, LLC March 2010 - Present
Old Mutual Financial Network August 2008 - April 2009
Old Mutual December 2002 - August 2008
Computer Sciences Corporation 1997 - 2002
F&G Life 1992 - 1997
USF&G 1989 - 1995
Skills
Business Development, Leadership, Project Management, Outsourcing, Management, Fixed Annuities, CRM, Life Insurance, Strategy, Insurance, Risk Management, Business Analysis, Operations Management, Business Process, Process Improvement, Product Management
Education
American InterContinental University 2009 — 2013
Bachelor of Business Administration (BBA), Healthcare Management
William de Villiers William de Villiers's Old Mutual Experience November 1997 - May 2000
Job Social Media Strategist | Social Media Brand & Community Builder | Social Media Content Creation Expert
Industry Marketing and Advertising
Experience
Phase 4 Films September 2009 - November 2010
Nelson Education Ltd. January 2007 - November 2008
Alliance Atlantis August 2003 - January 2007
Rogers Video February 2002 - August 2003
KPMG Consulting September 2000 - August 2001
London Cable August 2000 - September 2000
Marks and Spencer June 2000 - August 2000
Old Mutual November 1997 - May 2000
Skills
Social Media, Marketing Strategy, Creative Development, Digital Marketing, Online Marketing, Social Media Marketing, Brand Development, Viral Marketing, Digital Strategy, Email Marketing, Web Analytics, Employee Engagement, SEO, Social Networking, Online Branding, Content Development, Marketing Communications, Community Management, Digital Media, SEM, PPC, Blog Marketing, Creative Direction, Branding & Identity, Brand Management, SEO copywriting, Marketing, YouTube, Competitive Analysis, Public Relations, Entertainment, Mobile Marketing
Education
Cape Peninsula University of Technology 1996 — 1999
Bachelors, Public Relations Management
Pearson High
Summerwood
Phase 4 Films September 2009 - November 2010
Nelson Education Ltd. January 2007 - November 2008
Alliance Atlantis August 2003 - January 2007
Rogers Video February 2002 - August 2003
KPMG Consulting September 2000 - August 2001
London Cable August 2000 - September 2000
Marks and Spencer June 2000 - August 2000
Old Mutual November 1997 - May 2000
Skills
Social Media, Marketing Strategy, Creative Development, Digital Marketing, Online Marketing, Social Media Marketing, Brand Development, Viral Marketing, Digital Strategy, Email Marketing, Web Analytics, Employee Engagement, SEO, Social Networking, Online Branding, Content Development, Marketing Communications, Community Management, Digital Media, SEM, PPC, Blog Marketing, Creative Direction, Branding & Identity, Brand Management, SEO copywriting, Marketing, YouTube, Competitive Analysis, Public Relations, Entertainment, Mobile Marketing
Education
Cape Peninsula University of Technology 1996 — 1999
Bachelors, Public Relations Management
Pearson High
Summerwood
Dino Uys Dino Uys's Old Mutual Experience September 2008 - October 2008
Job SAP AMS Consultant at EPIUSE
Industry Information Technology and Services
Experience
EPI-USE October 2014 - Present
Airbus Group May 2014 - August 2014
EPI-USE October 2011 - July 2013
HCL AXON March 2010 - August 2011
Engen November 2008 - October 2009
Old Mutual September 2008 - October 2008
EPI-USE July 2005 - March 2008
Skills
ABAP, SAP Netweaver, SAP Netweaver Gateway, OData Services, WebDynpro, SAP HR, BAPI, Smartforms, SAP, SAP BADI, Adobe LiveCycle Designer, SAPScript, Dialog Programs, SAP BW, Business Process, FSCM, Adobe Forms, IDOC, User Exits, Object Oriented Design, BDT, Web Dynpro, SAP ERP, IDoc
Education
University of Pretoria/Universiteit van Pretoria 2002 — 2005
BCom, Honours in Informatics
University of Pretoria/Universiteit van Pretoria 1998 — 2002
BSc, Information Technology and Knowledge Systems
Clapham High School 1994 — 1997
EPI-USE October 2014 - Present
Airbus Group May 2014 - August 2014
EPI-USE October 2011 - July 2013
HCL AXON March 2010 - August 2011
Engen November 2008 - October 2009
Old Mutual September 2008 - October 2008
EPI-USE July 2005 - March 2008
Skills
ABAP, SAP Netweaver, SAP Netweaver Gateway, OData Services, WebDynpro, SAP HR, BAPI, Smartforms, SAP, SAP BADI, Adobe LiveCycle Designer, SAPScript, Dialog Programs, SAP BW, Business Process, FSCM, Adobe Forms, IDOC, User Exits, Object Oriented Design, BDT, Web Dynpro, SAP ERP, IDoc
Education
University of Pretoria/Universiteit van Pretoria 2002 — 2005
BCom, Honours in Informatics
University of Pretoria/Universiteit van Pretoria 1998 — 2002
BSc, Information Technology and Knowledge Systems
Clapham High School 1994 — 1997
Andrew Darfoor, ACMA, MBA's Old Mutual Experience October 2007 - March 2009
Job SVP & CEO, Sun Life Financial International
Industry Financial Services
Experience
Sun Life Financial August 2013 - Present
Old Mutual (Bermuda) Ltd. March 2010 - July 2012
Old Mutual (Bermuda) Ltd. March 2009 - March 2010
Old Mutual October 2007 - March 2009
Credit Suisse September 2004 - September 2007
Ernst & Young May 2000 - August 2004
UBS 1998 - 2000
Computer Sciences Corporation 1995 - 1998
Education
INSEAD 2011 — 2011
Harvard Business School 2008 — 2008
Cranfield University - Cranfield School of Management 2004 — 2005
Executive MBA
Queen Mary, U. of London 1992 — 1995
Bachelor of Science (BSc)
Sun Life Financial August 2013 - Present
Old Mutual (Bermuda) Ltd. March 2010 - July 2012
Old Mutual (Bermuda) Ltd. March 2009 - March 2010
Old Mutual October 2007 - March 2009
Credit Suisse September 2004 - September 2007
Ernst & Young May 2000 - August 2004
UBS 1998 - 2000
Computer Sciences Corporation 1995 - 1998
Education
INSEAD 2011 — 2011
Harvard Business School 2008 — 2008
Cranfield University - Cranfield School of Management 2004 — 2005
Executive MBA
Queen Mary, U. of London 1992 — 1995
Bachelor of Science (BSc)
Liam Monaghan's Old Mutual Experience October 2006 - September 2008
Job Managing Director at Swell Investing LLC
Industry Financial Services
Experience
Swell Investing LLC February 2015 - Present
Pacific Life May 2013 - Present
Pacific Life March 2011 - May 2013
Pacific Life March 2010 - March 2011
MicroEnsure November 2008 - March 2010
Old Mutual October 2006 - September 2008
Old Mutual March 2006 - October 2006
Old Mutual August 2001 - March 2006
Old Mutual May 2000 - August 2001
Skills
Risk Management, Pricing, Product Development, Product Management, Business Development, CRM, Team Management, Team Building, Insurance, Actuarial Science, Financial Risk, Financial Modeling, Reinsurance, Analysis, Business Analysis, Financial Services
Education
Society of Actuaries 2009 — 2010
FSA, Actuarial Science
Institute Of Actuaries 1996 — 2004
FIA, Actuarial Science
University of Cape Town 1996 — 1999
Bachelor of Business Science (Actuarial Science), Actuarial Science, Business
Swell Investing LLC February 2015 - Present
Pacific Life May 2013 - Present
Pacific Life March 2011 - May 2013
Pacific Life March 2010 - March 2011
MicroEnsure November 2008 - March 2010
Old Mutual October 2006 - September 2008
Old Mutual March 2006 - October 2006
Old Mutual August 2001 - March 2006
Old Mutual May 2000 - August 2001
Skills
Risk Management, Pricing, Product Development, Product Management, Business Development, CRM, Team Management, Team Building, Insurance, Actuarial Science, Financial Risk, Financial Modeling, Reinsurance, Analysis, Business Analysis, Financial Services
Education
Society of Actuaries 2009 — 2010
FSA, Actuarial Science
Institute Of Actuaries 1996 — 2004
FIA, Actuarial Science
University of Cape Town 1996 — 1999
Bachelor of Business Science (Actuarial Science), Actuarial Science, Business
Irene Wanjiru-Sila Irene Wanjiru-Sila's Old Mutual Experience July 2004 - October 2006
Job Market Analyst at Suniva
Industry Market Research
Experience
Suniva July 2011 - April 2012
Global Environmental Solutions, Inc May 2009 - May 2010
Old Mutual Financial Network October 2006 - February 2009
Old Mutual July 2004 - October 2006
General Electric March 2003 - March 2004
Georgia Southern University November 1998 - November 2001
Research International July 1994 - May 1998
Skills
Process Improvement, Competitive Intelligence, Account Management, Competitive Analysis, Marketing Communications, Vendor Management, Product Management, Market Research, Product Development, Business Analysis, CRM, Project Management, Business Development, Analysis, Marketing Research, Budgets, Marketing, Business Intelligence, Data Analysis, Management, Strategic Planning
Education
Keller Graduate School of Management, Devry University 2002 — 2005
MBA, Marketing
Georgia Southern University 1998 — 2002
Business Administration, Marketing
Suniva July 2011 - April 2012
Global Environmental Solutions, Inc May 2009 - May 2010
Old Mutual Financial Network October 2006 - February 2009
Old Mutual July 2004 - October 2006
General Electric March 2003 - March 2004
Georgia Southern University November 1998 - November 2001
Research International July 1994 - May 1998
Skills
Process Improvement, Competitive Intelligence, Account Management, Competitive Analysis, Marketing Communications, Vendor Management, Product Management, Market Research, Product Development, Business Analysis, CRM, Project Management, Business Development, Analysis, Marketing Research, Budgets, Marketing, Business Intelligence, Data Analysis, Management, Strategic Planning
Education
Keller Graduate School of Management, Devry University 2002 — 2005
MBA, Marketing
Georgia Southern University 1998 — 2002
Business Administration, Marketing
Joe Estrella Joe Estrella's Old Mutual Experience February 2006 - August 2008
Job Relationship Manager at GreatWest Retirement Services
Industry Investment Management
Experience
Great-West Retirement Services January 2010 - Present
Old Mutual Capital September 2008 - September 2009
Old Mutual February 2006 - August 2008
American Century Investments October 2004 - May 2005
American Century Investments January 2000 - May 2005
American Century Investments September 1996 - May 2005
Skills
Project Management, Business Strategy, Leadership, Operations Management, Customer Service, Mutual Funds, CRM, Management, Finance, Training, Sales, Investments, Portfolio Management, Financial Services, Asset Management, Retirement Planning, Asset Allocation
Education
University of Rhode Island - College of Business Administration 1991 — 1995
Bachelor of Science, Management
Great-West Retirement Services January 2010 - Present
Old Mutual Capital September 2008 - September 2009
Old Mutual February 2006 - August 2008
American Century Investments October 2004 - May 2005
American Century Investments January 2000 - May 2005
American Century Investments September 1996 - May 2005
Skills
Project Management, Business Strategy, Leadership, Operations Management, Customer Service, Mutual Funds, CRM, Management, Finance, Training, Sales, Investments, Portfolio Management, Financial Services, Asset Management, Retirement Planning, Asset Allocation
Education
University of Rhode Island - College of Business Administration 1991 — 1995
Bachelor of Science, Management
April Holdun April Holdun's Old Mutual Experience May 2008 - July 2009
Job Retired at Home
Industry Insurance
Experience
Jacobson Solutions March 2010 - May 2011
Old Mutual May 2008 - July 2009
Life Ins Co of the SW March 2008 - April 2008
HealthMarkets October 2003 - August 2006
Florida Office of Insurance Regulation December 2003 - July 2006
Bankers LIfe Insurance Co September 2000 - March 2003
Assurant Group December 1997 - September 2000
Assurant Group December 1993 - August 2000
Cologne Reinsurance August 1987 - May 1988
General Reassurance February 1985 - April 1987
Education
New York Institute of Technology 1980 — 1984
University at Buffalo 1980 — 1984
B.S., Mathematical physics
University at Buffalo
Bachelor of Science, Mathematical Physics
Mahopac High School 1978 — 1980
Regents with Honors, Mathematical physics
Jacobson Solutions March 2010 - May 2011
Old Mutual May 2008 - July 2009
Life Ins Co of the SW March 2008 - April 2008
HealthMarkets October 2003 - August 2006
Florida Office of Insurance Regulation December 2003 - July 2006
Bankers LIfe Insurance Co September 2000 - March 2003
Assurant Group December 1997 - September 2000
Assurant Group December 1993 - August 2000
Cologne Reinsurance August 1987 - May 1988
General Reassurance February 1985 - April 1987
Education
New York Institute of Technology 1980 — 1984
University at Buffalo 1980 — 1984
B.S., Mathematical physics
University at Buffalo
Bachelor of Science, Mathematical Physics
Mahopac High School 1978 — 1980
Regents with Honors, Mathematical physics
Laura Dunbar Laura Dunbar's Old Mutual Experience October 2010 - May 2012
Job Leisure Travel Consultant at AX Travel Management GmbH
Industry Leisure, Travel & Tourism
Experience
AX Travel Management GmbH December 2014 - Present
Silversea Cruises May 2012 - May 2014
Old Mutual October 2010 - May 2012
Enticing Icing May 2010 - May 2012
Beachcomber July 2008 - October 2010
Harvey World Travel June 2007 - July 2008
Giltedge Travel April 2006 - July 2007
Skills
Employee of the month -..., ASATA Award for Top..., Tourism, Customer Service, English, Outlook, Hospitality, Travel Management, Marketing
Education
Varsity College 2005 — 2006
IATA Diploma in Travel & Tourism, International Travel & Tourism Management
International School of Cape Town 1999 — 2003
High School, A-Levels
AX Travel Management GmbH December 2014 - Present
Silversea Cruises May 2012 - May 2014
Old Mutual October 2010 - May 2012
Enticing Icing May 2010 - May 2012
Beachcomber July 2008 - October 2010
Harvey World Travel June 2007 - July 2008
Giltedge Travel April 2006 - July 2007
Skills
Employee of the month -..., ASATA Award for Top..., Tourism, Customer Service, English, Outlook, Hospitality, Travel Management, Marketing
Education
Varsity College 2005 — 2006
IATA Diploma in Travel & Tourism, International Travel & Tourism Management
International School of Cape Town 1999 — 2003
High School, A-Levels
Heinrich Serfontein's Old Mutual Experience October 2010 - March 2012
Job Solution Architect at IBM
Industry Information Technology and Services
Experience
IBM April 2012 - Present
Old Mutual October 2010 - March 2012
Cura Software Solutions March 2008 - October 2010
Nissan South Africa November 2007 - March 2008
PwC September 2005 - May 2007
Skills
OpenPages, Cura, GRC, Solvency II, Basel II, Business Analysis, Solution Delivery, Project Management, Process Improvement, Solution Architecture, Requirements Gathering, ERP, Risk Management, CRM, Change Management, Pre-sales, Stakeholder Management, Analysis, Management, Software Documentation, Business Requirements, Requirements Analysis
Education
University of Stellenbosch 2008 — 2012
Master of Business Administration (MBA), Governance Risk and Compliance
University of Pretoria/Universiteit van Pretoria 2000 — 2003
Bachelor's degree, Informatics
Afrikaanse Hoër Seunskool 1995 — 1999
Matric, Mathematics
IBM April 2012 - Present
Old Mutual October 2010 - March 2012
Cura Software Solutions March 2008 - October 2010
Nissan South Africa November 2007 - March 2008
PwC September 2005 - May 2007
Skills
OpenPages, Cura, GRC, Solvency II, Basel II, Business Analysis, Solution Delivery, Project Management, Process Improvement, Solution Architecture, Requirements Gathering, ERP, Risk Management, CRM, Change Management, Pre-sales, Stakeholder Management, Analysis, Management, Software Documentation, Business Requirements, Requirements Analysis
Education
University of Stellenbosch 2008 — 2012
Master of Business Administration (MBA), Governance Risk and Compliance
University of Pretoria/Universiteit van Pretoria 2000 — 2003
Bachelor's degree, Informatics
Afrikaanse Hoër Seunskool 1995 — 1999
Matric, Mathematics
Kelley Marggraf's Old Mutual Experience January 2011 - February 2011
Job Executive Assistant at Essential Planning, LLC
Industry Financial Services
Experience
H & H Staging and Organization November 2008 - Present
Bottomline Technologies August 2012 - December 2012
Old Mutual January 2011 - February 2011
SellMyTimeshareNOW, LLC August 2008 - August 2010
Happy and Healthy Organization October 2006 - August 2008
Millennium Medical Communications July 2005 - October 2006
Foss Manufacturing Company LLC April 2002 - June 2005
Citizens Funds 2001 - 2002
Fidelity Investments 1988 - 1994
Skills
Start-ups, E-commerce, PPC, Team Building, Marketing, Selling, Recruiting, Management, Human Resources, Project Management, Customer Service, Event Planning, Leadership, Sales
Education
Massachusetts College of Liberal Arts 1983 — 1985
Business
North Andover High School 1978 — 1982
High School
H & H Staging and Organization November 2008 - Present
Bottomline Technologies August 2012 - December 2012
Old Mutual January 2011 - February 2011
SellMyTimeshareNOW, LLC August 2008 - August 2010
Happy and Healthy Organization October 2006 - August 2008
Millennium Medical Communications July 2005 - October 2006
Foss Manufacturing Company LLC April 2002 - June 2005
Citizens Funds 2001 - 2002
Fidelity Investments 1988 - 1994
Skills
Start-ups, E-commerce, PPC, Team Building, Marketing, Selling, Recruiting, Management, Human Resources, Project Management, Customer Service, Event Planning, Leadership, Sales
Education
Massachusetts College of Liberal Arts 1983 — 1985
Business
North Andover High School 1978 — 1982
High School
Bruce Wing Bruce Wing's Old Mutual Experience February 2008 - December 2010
Job President Strategic Wealth, LLC
Industry Financial Services
Experience
Strategic Wealth, LLC 1994 - Present
Partners Advantage Insurance Services, LLC January 2011 - March 2012
Old Mutual February 2008 - December 2010
Transamerica Reinsurance 2005 - 2008
Jackson National Life 2004 - 2005
AEGON 2001 - 2004
Transamerica Insurance and Investment Group (Aegon USA) 1997 - 2001
Skills
Insurance, Wealth Management, Life Insurance, Leadership, Financial Advisory, Sales Management, Wealth, Team Building, Securities, Retirement Planning, Strategy, Retirement, Management Consulting, Disability Insurance, Financial Planners, 401k, Long-term Care, Product Development, Investments, Estate Planning, Employee Benefits, Strategic Financial..., IRAs, Sales, Qualified Retirement..., Non-Qualified Deferred..., Investment Management, Portfolio Management, Investment Advisory, Plannning, Tax, Mutual Funds, Cash Flow, Exit Strategies, Annuity, Exit Planning, Succession Planning, Legacy Planning, Tax Reduction Strategies, Cash Flow Strategies, Management, Financial Services, Strategic Planning, Marketing, Risk Management, Finance
Education
Piedmont College 1993 — 1995
BA, Business/Finance
Strategic Wealth, LLC 1994 - Present
Partners Advantage Insurance Services, LLC January 2011 - March 2012
Old Mutual February 2008 - December 2010
Transamerica Reinsurance 2005 - 2008
Jackson National Life 2004 - 2005
AEGON 2001 - 2004
Transamerica Insurance and Investment Group (Aegon USA) 1997 - 2001
Skills
Insurance, Wealth Management, Life Insurance, Leadership, Financial Advisory, Sales Management, Wealth, Team Building, Securities, Retirement Planning, Strategy, Retirement, Management Consulting, Disability Insurance, Financial Planners, 401k, Long-term Care, Product Development, Investments, Estate Planning, Employee Benefits, Strategic Financial..., IRAs, Sales, Qualified Retirement..., Non-Qualified Deferred..., Investment Management, Portfolio Management, Investment Advisory, Plannning, Tax, Mutual Funds, Cash Flow, Exit Strategies, Annuity, Exit Planning, Succession Planning, Legacy Planning, Tax Reduction Strategies, Cash Flow Strategies, Management, Financial Services, Strategic Planning, Marketing, Risk Management, Finance
Education
Piedmont College 1993 — 1995
BA, Business/Finance
Steeve Jean Steeve Jean's Old Mutual Experience June 2003 - August 2005
Job Principal at KPMG
Industry Insurance
Experience
KPMG October 2014 - Present
KPMG October 2011 - September 2014
KPMG October 2009 - October 2011
Aegon September 2005 - October 2009
Old Mutual June 2003 - August 2005
Ernst & Young June 1998 - June 2003
Metropolitan Life Insurance Company November 1991 - June 1998
Skills
Economic Capital, Embedded Value, Actuarial Science, Solvency II, Enterprise Risk..., ALM, Reinsurance, Capital Management, Financial Risk, Risk Management, Insurance, Valuation, Financial Modeling, Pensions, IFRS, Financial Reporting, Financial Analysis, Fixed Annuities, Life Insurance, Underwriting
Education
Université de Sherbrooke 1984 — 1987
B. Sc., Applied Mathematics
Seminaire de Sherbrooke 1976 — 1983
KPMG October 2014 - Present
KPMG October 2011 - September 2014
KPMG October 2009 - October 2011
Aegon September 2005 - October 2009
Old Mutual June 2003 - August 2005
Ernst & Young June 1998 - June 2003
Metropolitan Life Insurance Company November 1991 - June 1998
Skills
Economic Capital, Embedded Value, Actuarial Science, Solvency II, Enterprise Risk..., ALM, Reinsurance, Capital Management, Financial Risk, Risk Management, Insurance, Valuation, Financial Modeling, Pensions, IFRS, Financial Reporting, Financial Analysis, Fixed Annuities, Life Insurance, Underwriting
Education
Université de Sherbrooke 1984 — 1987
B. Sc., Applied Mathematics
Seminaire de Sherbrooke 1976 — 1983
JoAnn Grant JoAnn Grant's Old Mutual Experience January 2004 - June 2006
Job VP Product Development at Fidelity & Guaranty Life Ins. Co.
Industry Insurance
Experience
Fidelity & Guaranty Life Insurance Co. June 2006 - Present
Old Mutual January 2004 - June 2006
Old Mutual Financial Network September 1999 - January 2004
OMFN June 1997 - September 1999
Skills
Financial Services, Risk Management, Process Improvement, Fixed Annuities, Life Insurance, Project Management, Product Development, Insurance, Budgets, Marketing, Long-term Care, Retirement Planning, Leadership, Variable Annuities, Term Life Insurance, Disability Insurance, Competitive Analysis, Management, Portfolio Management, Retirement, Strategic Financial..., Investments, Health Insurance, Employee Benefits, Product Management, Actuarial Science
Education
Loyola University Maryland 2001 — 2004
MBA, Business
Archbishop Keough 1978 — 1982
High School
Archbishop Keough High School 1978 — 1982
Fidelity & Guaranty Life Insurance Co. June 2006 - Present
Old Mutual January 2004 - June 2006
Old Mutual Financial Network September 1999 - January 2004
OMFN June 1997 - September 1999
Skills
Financial Services, Risk Management, Process Improvement, Fixed Annuities, Life Insurance, Project Management, Product Development, Insurance, Budgets, Marketing, Long-term Care, Retirement Planning, Leadership, Variable Annuities, Term Life Insurance, Disability Insurance, Competitive Analysis, Management, Portfolio Management, Retirement, Strategic Financial..., Investments, Health Insurance, Employee Benefits, Product Management, Actuarial Science
Education
Loyola University Maryland 2001 — 2004
MBA, Business
Archbishop Keough 1978 — 1982
High School
Archbishop Keough High School 1978 — 1982
Suzanne Hingel Suzanne Hingel's Old Mutual Experience January 2006 - October 2008
Job Vice President at Eaton Vance
Industry Financial Services
Experience
Eaton Vance September 2011 - Present
AWG September 2009 - September 2011
ING Investment Management December 2008 - March 2010
Old Mutual January 2006 - October 2008
Old Mutual Capital 2006 - 2008
Skills
Retirement Planning, Investment Management, ETFs, Financial Services, Strategic Financial..., Bloomberg, Retirement, Separately Managed..., Capital Markets, Series 24, Financial Modeling, Bonds, Private Equity, Financial Analysis, Financial Advisory
Education
Texas Christian University 1989 — 1993
BBA, Marketing
Eaton Vance September 2011 - Present
AWG September 2009 - September 2011
ING Investment Management December 2008 - March 2010
Old Mutual January 2006 - October 2008
Old Mutual Capital 2006 - 2008
Skills
Retirement Planning, Investment Management, ETFs, Financial Services, Strategic Financial..., Bloomberg, Retirement, Separately Managed..., Capital Markets, Series 24, Financial Modeling, Bonds, Private Equity, Financial Analysis, Financial Advisory
Education
Texas Christian University 1989 — 1993
BBA, Marketing
Eric Coker's Old Mutual Experience February 2007 - March 2009
Job Solutions Manager at SAP
Industry Computer Networking
Experience
SAP April 2014 - Present
Ariba, an SAP company December 2012 - April 2014
Ariba, an SAP company May 2011 - December 2012
RBC Insurance July 2009 - March 2011
Old Mutual February 2007 - March 2009
Wachovia Securities February 2005 - February 2007
Skills
Competitive Analysis, Thought Leadership, Market Research, Process Improvement, Product Marketing, Product Strategy, Sales Process, Salesforce.com, Microsoft Office, Marketing, Business Analysis, Sales, Sales Enablement, Cold Calling, Relationship Management, Cross-functional Team..., Product Management, Financial Services, CRM, Microsoft Office..., B2B Marketing, Selling, SaaS, Demand Generation, Leadership, Management, Sales Management, Product Development, Lead Generation, Strategic Partnerships, Business Development, Operations Management, B2B
Education
University of Georgia - Terry College of Business 1999 — 2003
BBA, Marketing
SAP April 2014 - Present
Ariba, an SAP company December 2012 - April 2014
Ariba, an SAP company May 2011 - December 2012
RBC Insurance July 2009 - March 2011
Old Mutual February 2007 - March 2009
Wachovia Securities February 2005 - February 2007
Skills
Competitive Analysis, Thought Leadership, Market Research, Process Improvement, Product Marketing, Product Strategy, Sales Process, Salesforce.com, Microsoft Office, Marketing, Business Analysis, Sales, Sales Enablement, Cold Calling, Relationship Management, Cross-functional Team..., Product Management, Financial Services, CRM, Microsoft Office..., B2B Marketing, Selling, SaaS, Demand Generation, Leadership, Management, Sales Management, Product Development, Lead Generation, Strategic Partnerships, Business Development, Operations Management, B2B
Education
University of Georgia - Terry College of Business 1999 — 2003
BBA, Marketing
Maritha Peens Maritha Peens's Old Mutual Experience January 1988 - December 1989
Job Organizational Development | Talent Management | Leadership Development | Career Development
Industry Human Resources
Experience
McCain Foods Limited January 2014 - January 2015
McCain Foods Limited July 2011 - December 2013
McCain Foods Limited October 2006 - June 2011
McCain Foods South Africa March 2004 - September 2006
Maritha Peens CC September 1999 - February 2004
Table Top Foods, Pillsbury Brands Africa, Irvin & Johnson March 1990 - August 1999
Old Mutual January 1988 - December 1989
Skills
Succession Planning, Career Development, Talent Development, Talent Management, Leadership Development, Executive Coaching, Organizational..., Performance Management, Talent Acquisition, Talent Assessment, Recruiting, Organizational Design, Human Resources, Personnel Management, Employee Benefits, Employer Branding, Onboarding, Career Counseling, Leadership, Coaching, Psychometrics, Management
Education
Fielding Graduate University
PhD (in progress), Human and Organizational Development
Nelson Mandela Metropolitan University
MBA, Business Administration
University of Johannesburg
MCom, Industrial Psychology
McCain Foods Limited January 2014 - January 2015
McCain Foods Limited July 2011 - December 2013
McCain Foods Limited October 2006 - June 2011
McCain Foods South Africa March 2004 - September 2006
Maritha Peens CC September 1999 - February 2004
Table Top Foods, Pillsbury Brands Africa, Irvin & Johnson March 1990 - August 1999
Old Mutual January 1988 - December 1989
Skills
Succession Planning, Career Development, Talent Development, Talent Management, Leadership Development, Executive Coaching, Organizational..., Performance Management, Talent Acquisition, Talent Assessment, Recruiting, Organizational Design, Human Resources, Personnel Management, Employee Benefits, Employer Branding, Onboarding, Career Counseling, Leadership, Coaching, Psychometrics, Management
Education
Fielding Graduate University
PhD (in progress), Human and Organizational Development
Nelson Mandela Metropolitan University
MBA, Business Administration
University of Johannesburg
MCom, Industrial Psychology
Chris Hyland, Ph.D. Chris Hyland, Ph.D.'s Old Mutual Experience January 1988 - August 1991
Job President/Owner at Berkana Consulting Group
Industry Management Consulting
Experience
Berkana Consulting Group January 1996 - Present
Various organizations nationwide January 1996 - Present
IMPAC August 1995 - 1998
Byrne Fleming August 1991 - March 1994
Old Mutual January 1988 - August 1991
Skills
Executive Coaching, Facilitation, Conflict Resolution, Coaching, Healthcare, Change Management, Hospitals, Public Speaking, Strategic Planning, Accountability, Process Engineering, Organizational..., Team Building, Leadership Development, Supervisory Skills, Problem Solving, Workshop Facilitation, Training, Teaching, Personal Development, Performance Improvement, Leadership, Psychotherapy, Consulting, Staff Development, Nonprofits, Analysis, Business Intelligence, Management Consulting, Entrepreneurship
Education
Wisdom University 2006 — 2011
Ph.D., Philosophy
Landmark Education 1999 — 2003
Stellenbosch University/Universiteit Stellenbosch 1990 — 1991
B.Economics (Post Grad), Organizational Behavior and Dynamics
University of Cape Town 1984 — 1986
Bachelor Social Science, Industrial Psychology, Industrial Sociology, Economics
Executive Education 1985 — 1985
Diploma Business Management, Leadership, Strategy, Marketing
Grey College 1974 — 1980
Matric
Berkana Consulting Group January 1996 - Present
Various organizations nationwide January 1996 - Present
IMPAC August 1995 - 1998
Byrne Fleming August 1991 - March 1994
Old Mutual January 1988 - August 1991
Skills
Executive Coaching, Facilitation, Conflict Resolution, Coaching, Healthcare, Change Management, Hospitals, Public Speaking, Strategic Planning, Accountability, Process Engineering, Organizational..., Team Building, Leadership Development, Supervisory Skills, Problem Solving, Workshop Facilitation, Training, Teaching, Personal Development, Performance Improvement, Leadership, Psychotherapy, Consulting, Staff Development, Nonprofits, Analysis, Business Intelligence, Management Consulting, Entrepreneurship
Education
Wisdom University 2006 — 2011
Ph.D., Philosophy
Landmark Education 1999 — 2003
Stellenbosch University/Universiteit Stellenbosch 1990 — 1991
B.Economics (Post Grad), Organizational Behavior and Dynamics
University of Cape Town 1984 — 1986
Bachelor Social Science, Industrial Psychology, Industrial Sociology, Economics
Executive Education 1985 — 1985
Diploma Business Management, Leadership, Strategy, Marketing
Grey College 1974 — 1980
Matric
Jaco Bosman's Old Mutual Experience January 2013 - December 2014
Job Wealth Management Advisor at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2015 - Present
Tampa stadium Hotel January 2015 - September 2015
New Generation Financial Planning December 2014 - September 2015
Old Mutual January 2013 - December 2014
OLD Mutual Finance January 2012 - December 2012
Boshoff Visser January 2011 - December 2011
Skills
Bond Markets, Commercial Insurance, Variable Annuities, Fixed Annuities, Wealth Management, HTML, JavaScript, WordPress, Foreign Exchange, Retirement Planning, Microsoft Excel, Pastel Accounting, Pastel Evolution, Account Management, Financial Accounting, Financial Reporting, Financial Audits, Financial Modeling, QuickBooks, Social Media Marketing, Adobe Creative Suite
Education
University of South Florida 2014 — 2016
Master of Business Administration (M.B.A.), International Business
University of South Africa/Universiteit van Suid-Afrika 2013 — 2014
Bachelor of Commerce (B.Com.), Accounting and Finance
Nelson Mandela Metropolitan University 2010 — 2013
Bachelor of Commerce (BCom), Accounting and Business/Management
Oudtshoorn High School
J.P. Morgan Asset Management September 2015 - Present
Tampa stadium Hotel January 2015 - September 2015
New Generation Financial Planning December 2014 - September 2015
Old Mutual January 2013 - December 2014
OLD Mutual Finance January 2012 - December 2012
Boshoff Visser January 2011 - December 2011
Skills
Bond Markets, Commercial Insurance, Variable Annuities, Fixed Annuities, Wealth Management, HTML, JavaScript, WordPress, Foreign Exchange, Retirement Planning, Microsoft Excel, Pastel Accounting, Pastel Evolution, Account Management, Financial Accounting, Financial Reporting, Financial Audits, Financial Modeling, QuickBooks, Social Media Marketing, Adobe Creative Suite
Education
University of South Florida 2014 — 2016
Master of Business Administration (M.B.A.), International Business
University of South Africa/Universiteit van Suid-Afrika 2013 — 2014
Bachelor of Commerce (B.Com.), Accounting and Finance
Nelson Mandela Metropolitan University 2010 — 2013
Bachelor of Commerce (BCom), Accounting and Business/Management
Oudtshoorn High School
Gregory J Young, CFA, FSA, CPA Gregory J Young, CFA, FSA, CPA's Old Mutual Experience 2010 - 2011
Job Experienced Compliance/Risk Executive
Industry Financial Services
Experience
XVC Financial Consultants, LLC 2011 - Present
Old Mutual 2010 - 2011
State Street Bank & Trust/SSGA 2008 - 2009
Washington Mutual Bank & Trust 2001 - 2006
Aetna US Healthcare 1996 - 2000
AIG Inc. 1990 - 1995
Blackrock 1985 - 1990
Skills
MiFID, Privacy Law, Solvency II, Derivatives, Basel II, Capital Markets, Financial Risk, Risk Management, Operational Risk, Cross-functional Team..., Banking, Fixed Income, Operational Risk..., Hedge Funds, Financial Analysis, Equities, Investments, Portfolio Management, Finance, Management, Strategy, Financial Services, Leadership, Consulting, Analysis, Financial Modeling, Trading, Credit, Private Equity, Alternative Investments, Mutual Funds, Mergers & Acquisitions, Asset Management, Bonds, Options, FX Options, Change Management, Insurance, Executive Management
Education
The University of Chicago Booth School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Brown University 1979 — 1983
Bachelor’s Degree, Applied Mathematics
XVC Financial Consultants, LLC 2011 - Present
Old Mutual 2010 - 2011
State Street Bank & Trust/SSGA 2008 - 2009
Washington Mutual Bank & Trust 2001 - 2006
Aetna US Healthcare 1996 - 2000
AIG Inc. 1990 - 1995
Blackrock 1985 - 1990
Skills
MiFID, Privacy Law, Solvency II, Derivatives, Basel II, Capital Markets, Financial Risk, Risk Management, Operational Risk, Cross-functional Team..., Banking, Fixed Income, Operational Risk..., Hedge Funds, Financial Analysis, Equities, Investments, Portfolio Management, Finance, Management, Strategy, Financial Services, Leadership, Consulting, Analysis, Financial Modeling, Trading, Credit, Private Equity, Alternative Investments, Mutual Funds, Mergers & Acquisitions, Asset Management, Bonds, Options, FX Options, Change Management, Insurance, Executive Management
Education
The University of Chicago Booth School of Business 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Brown University 1979 — 1983
Bachelor’s Degree, Applied Mathematics
Kanyisa Ncemane Kanyisa Ncemane's Old Mutual Experience October 2008 - July 2013
Job MBA Candidate
Industry Higher Education
Experience
Columbia Business School August 2013 - Present
Old Mutual October 2008 - July 2013
Skills
Product Development, Reinsurance, Project Management, Pricing, Communication, Valuation, Mergers, Actuarial Science, Finance, Strategy
Education
Harvard Business School 2012 — 2012
Executive Education, Changing the Game - Negotion and Competitive Decision Making
Actuarial Society of South Africa 2010 — 2010
Actuarial Qualification, Actuarial Science
Institute of Actuaries 2006 — 2010
Actuarial Qualification, Actuarial Science
Columbia University - Columbia Business School
Columbia University - Columbia Business School
Columbia University - Columbia Business School
St Mary's DSG
University of Cape Town
Columbia Business School August 2013 - Present
Old Mutual October 2008 - July 2013
Skills
Product Development, Reinsurance, Project Management, Pricing, Communication, Valuation, Mergers, Actuarial Science, Finance, Strategy
Education
Harvard Business School 2012 — 2012
Executive Education, Changing the Game - Negotion and Competitive Decision Making
Actuarial Society of South Africa 2010 — 2010
Actuarial Qualification, Actuarial Science
Institute of Actuaries 2006 — 2010
Actuarial Qualification, Actuarial Science
Columbia University - Columbia Business School
Columbia University - Columbia Business School
Columbia University - Columbia Business School
St Mary's DSG
University of Cape Town
DeAnn Ligens-Faulkner's Old Mutual Experience September 2006 - February 2009
Job Proposal Manager at SRA International
Industry Information Technology and Services
Experience
SRA International May 2015 - Present
EMC August 2013 - May 2015
The SI Organization, Inc. January 2013 - August 2013
The SI Organization, Inc. May 2011 - January 2013
Junior Achievement of Georgia September 2009 - February 2010
Old Mutual September 2006 - February 2009
Assurant November 2003 - March 2006
Assurant October 1998 - November 2003
Skills
Process Management, Project Management, Strategic Planning, Training, Project Planning, Program Management, Process Improvement, Business Development, Management, Troubleshooting, Leadership Development, Leadership, CRM, Proposal Development, Change Management, Analysis, Proposal Writing, Data Analysis, Budgets, Account Management, Forecasting, Marketing, Recruiting, Business Planning, Marketing Strategy, New Business Development, Policy, Proposal Leadership, Proposal Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
Master of Public Administration, Government Management
Keller Graduate School of Management of DeVry University 2009 — 2010
Graduate Certificate, Project Management
Shorter College 2006 — 2008
Master of Business Administration, General Management
Shorter College 2002 — 2006
Bachelor of Science, Business Administration
SRA International May 2015 - Present
EMC August 2013 - May 2015
The SI Organization, Inc. January 2013 - August 2013
The SI Organization, Inc. May 2011 - January 2013
Junior Achievement of Georgia September 2009 - February 2010
Old Mutual September 2006 - February 2009
Assurant November 2003 - March 2006
Assurant October 1998 - November 2003
Skills
Process Management, Project Management, Strategic Planning, Training, Project Planning, Program Management, Process Improvement, Business Development, Management, Troubleshooting, Leadership Development, Leadership, CRM, Proposal Development, Change Management, Analysis, Proposal Writing, Data Analysis, Budgets, Account Management, Forecasting, Marketing, Recruiting, Business Planning, Marketing Strategy, New Business Development, Policy, Proposal Leadership, Proposal Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2011
Master of Public Administration, Government Management
Keller Graduate School of Management of DeVry University 2009 — 2010
Graduate Certificate, Project Management
Shorter College 2006 — 2008
Master of Business Administration, General Management
Shorter College 2002 — 2006
Bachelor of Science, Business Administration
Michael Willis Michael Willis's Old Mutual Experience September 1981 - September 1983
Job Senior Vice President at Century Exploration New Orleans, LLC
Industry Oil & Energy
Experience
Century Exploration New Orleans, LLC October 2012 - Present
Century Exploration New Orleans, LLC November 1996 - September 2012
Century Exploration New Orleans, Inc. September 1992 - September 1995
Langlais Limited 1990 - 1992
Commercial Software Services Limited June 1989 - February 1990
Commercial Software Services Limited September 1988 - June 1989
Micon Information Systems July 1987 - August 1988
Executive Computer Services Ltd October 1984 - May 1987
Old Mutual September 1981 - September 1983
Skills
Management, Marketing, Petroleum, Contract Negotiation, Strategic Planning, Upstream, Negotiation, New Business Development, Leadership, Analysis, Completion, Offshore Drilling, Mergers & Acquisitions, Drilling, Human Resources, Contract Management, Energy Industry, Energy, Operations Management, Due Diligence, Oil/Gas, Logistics, Gas, Finance, Business Development, Oilfield, Petroleum Engineering, Field Development, Natural Gas, Pipelines, Oil & Gas Industry, Reservoir Management, Reservoir Engineering, Onshore, Reserves, Offshore Operations, Oil, Oil & Gas
Education
Tulane University - A.B. Freeman School of Business 1995 — 1997
MBA, Management
University of Cape Town 1976 — 1980
Bachelor of Commerce (B.Com.), Accounting
Diocesan College 1967 — 1975
Matriculation
Century Exploration New Orleans, LLC October 2012 - Present
Century Exploration New Orleans, LLC November 1996 - September 2012
Century Exploration New Orleans, Inc. September 1992 - September 1995
Langlais Limited 1990 - 1992
Commercial Software Services Limited June 1989 - February 1990
Commercial Software Services Limited September 1988 - June 1989
Micon Information Systems July 1987 - August 1988
Executive Computer Services Ltd October 1984 - May 1987
Old Mutual September 1981 - September 1983
Skills
Management, Marketing, Petroleum, Contract Negotiation, Strategic Planning, Upstream, Negotiation, New Business Development, Leadership, Analysis, Completion, Offshore Drilling, Mergers & Acquisitions, Drilling, Human Resources, Contract Management, Energy Industry, Energy, Operations Management, Due Diligence, Oil/Gas, Logistics, Gas, Finance, Business Development, Oilfield, Petroleum Engineering, Field Development, Natural Gas, Pipelines, Oil & Gas Industry, Reservoir Management, Reservoir Engineering, Onshore, Reserves, Offshore Operations, Oil, Oil & Gas
Education
Tulane University - A.B. Freeman School of Business 1995 — 1997
MBA, Management
University of Cape Town 1976 — 1980
Bachelor of Commerce (B.Com.), Accounting
Diocesan College 1967 — 1975
Matriculation
Jikku Joseph's Old Mutual Experience August 2013 - June 2015
Job Sloan (MSx) Fellow at Stanford Graduate School of Business
Industry Higher Education
Experience
Stanford Graduate School of Business July 2015 - Present
Old Mutual August 2013 - June 2015
Old Mutual November 2010 - July 2013
Old Mutual September 2009 - October 2010
Old Mutual October 2008 - September 2009
Old Mutual January 2007 - October 2008
Skills
Mobile Technology, Microfinance, Micro Insurance, Digital Strategy, Strategic Partnerships, Partner Development, Partner Management, Contract Negotiation, Mobile Applications, Risk Management, Finance, Actuarial Science, Business Strategy, Financial Modeling, Analysis, Financial Risk, Management, Financial Services, Business Planning, Business Analysis, Pricing, Leadership, Valuation, Solvency II, Insurance, Financial Analysis, Entrepreneurship, Financial Reporting, Business Development, Business Process, MCEV, Strategic Financial..., Executive Reporting, Embedded Value, Banking
Education
Stanford University Graduate School of Business 2015 — 2016
Master of Science (MS), Business Administration and Management, General, MSx
Institute of Actuaries 2007 — 2008
Fellow of the Institute of Actuaries, Life Insurance, Banking & Finance
University of Cape Town 2003 — 2006
B. Bus Sc., Actuarial Science (First Class), Statistics (Distinction)
Pretoria Boys High School 1998 — 2002
GDE Matric, 8 DIstinctions, 93% Aggregate
Stanford Graduate School of Business July 2015 - Present
Old Mutual August 2013 - June 2015
Old Mutual November 2010 - July 2013
Old Mutual September 2009 - October 2010
Old Mutual October 2008 - September 2009
Old Mutual January 2007 - October 2008
Skills
Mobile Technology, Microfinance, Micro Insurance, Digital Strategy, Strategic Partnerships, Partner Development, Partner Management, Contract Negotiation, Mobile Applications, Risk Management, Finance, Actuarial Science, Business Strategy, Financial Modeling, Analysis, Financial Risk, Management, Financial Services, Business Planning, Business Analysis, Pricing, Leadership, Valuation, Solvency II, Insurance, Financial Analysis, Entrepreneurship, Financial Reporting, Business Development, Business Process, MCEV, Strategic Financial..., Executive Reporting, Embedded Value, Banking
Education
Stanford University Graduate School of Business 2015 — 2016
Master of Science (MS), Business Administration and Management, General, MSx
Institute of Actuaries 2007 — 2008
Fellow of the Institute of Actuaries, Life Insurance, Banking & Finance
University of Cape Town 2003 — 2006
B. Bus Sc., Actuarial Science (First Class), Statistics (Distinction)
Pretoria Boys High School 1998 — 2002
GDE Matric, 8 DIstinctions, 93% Aggregate
Andres Gonzalez Casabianca Andres Gonzalez Casabianca's Old Mutual Experience July 2014 - July 2015
Job MBA Candidate at Robert H. Smith School of Business, University of Maryland
Industry Information Technology and Services
Experience
Old Mutual July 2014 - July 2015
Old Mutual October 2013 - July 2014
Davivienda October 2011 - August 2013
Davivienda March 2011 - January 2013
Seguros Bolívar S.A. August 2010 - March 2011
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (MBA)
Universidad de Los Andes 2005 — 2011
Bachelor of Science (B.Sc.), Electrical Engineering, minor in Bioengineering
Universidad de Los Andes 2005 — 2011
Bachelor of Science (B.Sc.), Electronic Engineering, minor in Physics
Old Mutual July 2014 - July 2015
Old Mutual October 2013 - July 2014
Davivienda October 2011 - August 2013
Davivienda March 2011 - January 2013
Seguros Bolívar S.A. August 2010 - March 2011
Education
University of Maryland - Robert H. Smith School of Business 2015 — 2017
Master of Business Administration (MBA)
Universidad de Los Andes 2005 — 2011
Bachelor of Science (B.Sc.), Electrical Engineering, minor in Bioengineering
Universidad de Los Andes 2005 — 2011
Bachelor of Science (B.Sc.), Electronic Engineering, minor in Physics
Bruce Parker Bruce Parker's Old Mutual Experience 2003 - 2009
Job at PanAmerican Life Insurance Company
Industry Financial Services
Experience
Pan-American Life Insurance Group December 2009 - Present
Parker and Company Management Consultants November 2008 - December 2009
Old Mutual 2003 - 2009
Old Mutual Financial Network February 2003 - November 2008
Jefferson Pilot Financial February 2000 - February 2003
Prudential Financial 1996 - 2000
Skills
Insurance, Retirement, Fixed Annuities, Investments, Strategy, Strategic Planning, Retirement Planning, Life Insurance, Term Life Insurance, Mergers & Acquisitions, Management, Strategic Financial..., Financial Advisory, Sales, Risk Management, Financial Services, Operations Management, Leadership, Management Consulting, Change Management, Executive Management, Business Planning, Marketing, Finance, Disability Insurance, Underwriting, Mutual Funds, Portfolio Management, Health Insurance, Long-term Care, Wealth Management, Financial Planning, CEO Succession
Education
The American College 1998 — 2002
MSM, Management and Leadership
State University of New York College at Oswego 1977 — 1981
BA, Economics
Pan-American Life Insurance Group December 2009 - Present
Parker and Company Management Consultants November 2008 - December 2009
Old Mutual 2003 - 2009
Old Mutual Financial Network February 2003 - November 2008
Jefferson Pilot Financial February 2000 - February 2003
Prudential Financial 1996 - 2000
Skills
Insurance, Retirement, Fixed Annuities, Investments, Strategy, Strategic Planning, Retirement Planning, Life Insurance, Term Life Insurance, Mergers & Acquisitions, Management, Strategic Financial..., Financial Advisory, Sales, Risk Management, Financial Services, Operations Management, Leadership, Management Consulting, Change Management, Executive Management, Business Planning, Marketing, Finance, Disability Insurance, Underwriting, Mutual Funds, Portfolio Management, Health Insurance, Long-term Care, Wealth Management, Financial Planning, CEO Succession
Education
The American College 1998 — 2002
MSM, Management and Leadership
State University of New York College at Oswego 1977 — 1981
BA, Economics
Allison (Chesnut) Hancock's Old Mutual Experience May 2007 - June 2008
Job Assistant Director, Customer Experience at Transamerica
Industry Marketing and Advertising
Experience
Transamerica September 2015 - Present
Transamerica September 2014 - September 2015
Dish Network September 2013 - September 2014
Dish Network April 2013 - September 2013
Dish Network June 2011 - April 2013
Calvert Investments June 2010 - May 2011
Velez Capital Management August 2008 - July 2009
Old Mutual May 2007 - June 2008
Skills
Microsoft Office, Bloomberg, Nielsen, Morningstar, Zephyr, Market Research, Marketing Strategy, Competitive Analysis, Data Analysis, Financial Modeling, Financial Analysis, Marketing, Strategy, Analytics, Cross-functional Team..., Business Development, Segmentation, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA, Marketing, Finance
Vanderbilt University 2003 — 2006
Bachelor of Arts, English, History, Spanish
Transamerica September 2015 - Present
Transamerica September 2014 - September 2015
Dish Network September 2013 - September 2014
Dish Network April 2013 - September 2013
Dish Network June 2011 - April 2013
Calvert Investments June 2010 - May 2011
Velez Capital Management August 2008 - July 2009
Old Mutual May 2007 - June 2008
Skills
Microsoft Office, Bloomberg, Nielsen, Morningstar, Zephyr, Market Research, Marketing Strategy, Competitive Analysis, Data Analysis, Financial Modeling, Financial Analysis, Marketing, Strategy, Analytics, Cross-functional Team..., Business Development, Segmentation, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA, Marketing, Finance
Vanderbilt University 2003 — 2006
Bachelor of Arts, English, History, Spanish
Samantha Parsons Samantha Parsons's Old Mutual Experience 1993 - 1999
Job President and Principal Consultant at Global Performance Systems Inc.
Industry Management Consulting
Experience
Global Productivity Services Inc. January 2013 - Present
DanceWorld Solutions January 2004 - Present
Kelly February 1999 - May 2000
Grinaker Sport Marketing February 1998 - January 1999
Old Mutual 1993 - 1999
Skills
Cultural Sensitivity, Ability to work in..., Able To Multi-task, Strong organizational..., Perform effectively..., Operate independently, Flexible, Excellent oral and..., Knowledge of..., Excellent research..., Self-motivated, Strong sales..., Excellent interpersonal..., Excellent networking..., Extensive experience..., Extensive experience..., Passions for the arts..., Inspired by..., Adept mediator, Excellent classroom..., Knowledgeg of..., Provide high quality..., Strong typing skills, Ballet, Dance, Dance Education, Nonprofits, Event Management, Blogging, Leadership, Improvisation
Education
Integrated Movement Studies / University of Utah 2014 — 2015
Laban Movement Analyst and Somatic Movement Educator and Therapist, Laban Movement Studies, Bartenieff Movement Fundamentals, Creative Systems Theory
SUNY Empire State College 2013 — 2015
Master of Liberal Studies, 21st century dance practices, critical dance studies, dance research
State University of New York Empire State College 2012 — 2015
Master’s Degree, Liberal Arts and Sciences/Liberal Studies, 4.0 GPA
University of Surrey 2005 — 2011
BA (Hons) in Dance Education, dance education
Global Productivity Services Inc. January 2013 - Present
DanceWorld Solutions January 2004 - Present
Kelly February 1999 - May 2000
Grinaker Sport Marketing February 1998 - January 1999
Old Mutual 1993 - 1999
Skills
Cultural Sensitivity, Ability to work in..., Able To Multi-task, Strong organizational..., Perform effectively..., Operate independently, Flexible, Excellent oral and..., Knowledge of..., Excellent research..., Self-motivated, Strong sales..., Excellent interpersonal..., Excellent networking..., Extensive experience..., Extensive experience..., Passions for the arts..., Inspired by..., Adept mediator, Excellent classroom..., Knowledgeg of..., Provide high quality..., Strong typing skills, Ballet, Dance, Dance Education, Nonprofits, Event Management, Blogging, Leadership, Improvisation
Education
Integrated Movement Studies / University of Utah 2014 — 2015
Laban Movement Analyst and Somatic Movement Educator and Therapist, Laban Movement Studies, Bartenieff Movement Fundamentals, Creative Systems Theory
SUNY Empire State College 2013 — 2015
Master of Liberal Studies, 21st century dance practices, critical dance studies, dance research
State University of New York Empire State College 2012 — 2015
Master’s Degree, Liberal Arts and Sciences/Liberal Studies, 4.0 GPA
University of Surrey 2005 — 2011
BA (Hons) in Dance Education, dance education
Wen-Mei Chu's Old Mutual Experience May 2006 - August 2009
Job Associate Actuary at Munich American Reassurance Company
Industry Insurance
Experience
Munich American Reassurance Company October 2009 - Present
Old Mutual May 2006 - August 2009
Canada Life January 1996 - August 1997
TRANSAMERICA REINSURANCE 1994 - 1996
AEGON Americas 1989 - 1994
Skills
Financial Analysis, Insurance, Actuarial Science, Analysis, Life Insurance, Leadership, Reinsurance, VBA, Data Analysis, Financial Risk
Education
Ball State University 1987 — 1989
Master of Arts (MA), Actuarial Science, 4.0
National Taiwan University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
Munich American Reassurance Company October 2009 - Present
Old Mutual May 2006 - August 2009
Canada Life January 1996 - August 1997
TRANSAMERICA REINSURANCE 1994 - 1996
AEGON Americas 1989 - 1994
Skills
Financial Analysis, Insurance, Actuarial Science, Analysis, Life Insurance, Leadership, Reinsurance, VBA, Data Analysis, Financial Risk
Education
Ball State University 1987 — 1989
Master of Arts (MA), Actuarial Science, 4.0
National Taiwan University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
Molly Howe's Old Mutual Experience May 2014 - Present
Job Senior Financial Reporting at Old Mutual
Industry Accounting
Experience
Old Mutual May 2014 - Present
EY September 2009 - May 2014
Skills
US GAAP, Asset Management, Private Equity, Mutual Funds, Financial Accounting, Financial Services, Financial Reporting, Financial Analysis, Accounting, Internal Controls, Assurance, Auditing, SEC Filings, GAAP, Microsoft Excel, Sarbanes-Oxley Act
Education
Boston College 2009 — 2011
Master of Science (MS), Accounting
Boston College 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Old Mutual May 2014 - Present
EY September 2009 - May 2014
Skills
US GAAP, Asset Management, Private Equity, Mutual Funds, Financial Accounting, Financial Services, Financial Reporting, Financial Analysis, Accounting, Internal Controls, Assurance, Auditing, SEC Filings, GAAP, Microsoft Excel, Sarbanes-Oxley Act
Education
Boston College 2009 — 2011
Master of Science (MS), Accounting
Boston College 2005 — 2009
Bachelor of Science (BS), Accounting and Finance
Jack LaMay's Old Mutual Experience 2004 - 2007
Job Investment Sales Professional
Industry Financial Services
Experience
Epiphany Advisors 2012 - Present
Alternative Wealth Group June 2008 - March 2012
Old Mutual 2004 - 2007
John A. Levin & Co. 2000 - 2003
Chase Investment Counsel Corporation 2001 - 2002
Provident Investment Counsel 1990 - 2000
Skills
Management, Private Placements, Life Insurance, Strategy, Entrepreneurship, Insurance, Sales, Financial Advisory, Derivatives, Business Development, 401k, Pensions, Estate Planning, Real Estate, Financial Markets, Client Services, Structured Products, Mutual Funds, Asset Allocation, Relationship Management, Competitive Analysis, Financial Planners, Alternative Investments, Series 63, Institutional, Fund Of Funds, Business Strategy, Series 7, Bonds, Financial Planning
Education
University of California, Los Angeles
BA, Business and Government
Epiphany Advisors 2012 - Present
Alternative Wealth Group June 2008 - March 2012
Old Mutual 2004 - 2007
John A. Levin & Co. 2000 - 2003
Chase Investment Counsel Corporation 2001 - 2002
Provident Investment Counsel 1990 - 2000
Skills
Management, Private Placements, Life Insurance, Strategy, Entrepreneurship, Insurance, Sales, Financial Advisory, Derivatives, Business Development, 401k, Pensions, Estate Planning, Real Estate, Financial Markets, Client Services, Structured Products, Mutual Funds, Asset Allocation, Relationship Management, Competitive Analysis, Financial Planners, Alternative Investments, Series 63, Institutional, Fund Of Funds, Business Strategy, Series 7, Bonds, Financial Planning
Education
University of California, Los Angeles
BA, Business and Government
Avi Kawalsky Avi Kawalsky's Old Mutual Experience November 2000 - October 2002
Job Senior Consultant, Risk & Compliance Practice
Industry Banking
Experience
Protiviti November 2013 - Present
TD Bank Group April 2011 - October 2013
Kanan Wealth May 2009 - December 2009
Religare Hichens Harrison Plc April 2007 - April 2008
Religare Hichens Harrison Plc June 2006 - April 2007
South African Revenue Service November 2002 - May 2005
Old Mutual November 2000 - October 2002
Skills
AML, Due Diligence, KYC, Internal Audit, Auditing, Equities, Investments, Portfolio Management, Financial Regulation, Corporate Finance, Trading, Regulations, OFAC, Banking, Risk Management
Education
ACAMS 2012 — 2012
CAMS, AML
University of Cape Town 1997 — 2000
Bachelor of Commerce, Economics and Law
Herzlia
Protiviti November 2013 - Present
TD Bank Group April 2011 - October 2013
Kanan Wealth May 2009 - December 2009
Religare Hichens Harrison Plc April 2007 - April 2008
Religare Hichens Harrison Plc June 2006 - April 2007
South African Revenue Service November 2002 - May 2005
Old Mutual November 2000 - October 2002
Skills
AML, Due Diligence, KYC, Internal Audit, Auditing, Equities, Investments, Portfolio Management, Financial Regulation, Corporate Finance, Trading, Regulations, OFAC, Banking, Risk Management
Education
ACAMS 2012 — 2012
CAMS, AML
University of Cape Town 1997 — 2000
Bachelor of Commerce, Economics and Law
Herzlia
Duncan Brewster's Old Mutual Experience March 2007 - July 2010
Job Head of Financial Planning & Systems at Old Mutual (Bermuda) Ltd.
Industry Investment Management
Experience
Old Mutual (Bermuda) Ltd. January 2012 - Present
Old Mutual (Bermuda) Ltd. August 2010 - December 2011
Old Mutual March 2007 - July 2010
Old Mutual South Africa February 2002 - February 2007
Old Mutual South Africa February 2001 - January 2002
Old Mutual South Africa February 1999 - January 2001
Old Mutual South Africa April 1995 - January 1999
Old Mutual South Africa January 1995 - March 1995
Stocks and Stocks January 1994 - December 1994
South African Defence Force January 1993 - December 1993
Skills
Financial Modeling, Investments, Asset Managment, Strategy, Solvency II, Risk Management, Financial Risk, Strategic Financial..., Life Insurance, Retail Banking, Financial Analysis, Valuation, Mergers, Sarbanes-Oxley Act, Business Transformation, Change Management, Internal Controls, Equities, Business Strategy, Investment Banking, Due Diligence, Internal Audit, Portfolio Management, Capital Markets, Corporate Finance, Business Analysis, Financial Services, Alternative Investments, Auditing, Insurance, Banking, Stakeholder Management, Consolidation, Forecasting, Accounting, Financial Reporting, Enterprise Risk..., Governance, Managerial Finance, Management Consulting, Asset Management, Analysis, Mergers & Acquisitions, Budgets, Finance, Business Planning, Private Equity, Executive Management, Operational Risk, Management
Education
University of South Africa/Universiteit van Suid-Afrika 1996 — 1999
Bachelor of Commerce (B.Com.), Accounting and Auditing
College of Cape Town 1994 — 1994
Information Technology Diploma, Computer and Information Sciences, General
University of Cape Town 1989 — 1992
Bachelor of Science (B.Sc.), Economics
South African College High School 1984 — 1988
Matriculation Exemption
Old Mutual (Bermuda) Ltd. January 2012 - Present
Old Mutual (Bermuda) Ltd. August 2010 - December 2011
Old Mutual March 2007 - July 2010
Old Mutual South Africa February 2002 - February 2007
Old Mutual South Africa February 2001 - January 2002
Old Mutual South Africa February 1999 - January 2001
Old Mutual South Africa April 1995 - January 1999
Old Mutual South Africa January 1995 - March 1995
Stocks and Stocks January 1994 - December 1994
South African Defence Force January 1993 - December 1993
Skills
Financial Modeling, Investments, Asset Managment, Strategy, Solvency II, Risk Management, Financial Risk, Strategic Financial..., Life Insurance, Retail Banking, Financial Analysis, Valuation, Mergers, Sarbanes-Oxley Act, Business Transformation, Change Management, Internal Controls, Equities, Business Strategy, Investment Banking, Due Diligence, Internal Audit, Portfolio Management, Capital Markets, Corporate Finance, Business Analysis, Financial Services, Alternative Investments, Auditing, Insurance, Banking, Stakeholder Management, Consolidation, Forecasting, Accounting, Financial Reporting, Enterprise Risk..., Governance, Managerial Finance, Management Consulting, Asset Management, Analysis, Mergers & Acquisitions, Budgets, Finance, Business Planning, Private Equity, Executive Management, Operational Risk, Management
Education
University of South Africa/Universiteit van Suid-Afrika 1996 — 1999
Bachelor of Commerce (B.Com.), Accounting and Auditing
College of Cape Town 1994 — 1994
Information Technology Diploma, Computer and Information Sciences, General
University of Cape Town 1989 — 1992
Bachelor of Science (B.Sc.), Economics
South African College High School 1984 — 1988
Matriculation Exemption
Liana Langford Liana Langford's Old Mutual Experience January 1990 - December 1993
Job Financial Controller at American Phone Services
Industry Telecommunications
Experience
American Phone Services Corp February 2003 - Present
Impact Innovations Group January 2000 - February 2002
Computer Consulting Service Corporation June 1996 - December 1999
Old Mutual January 1990 - December 1993
Skills
Microsoft Office, Project Management, Forecasting, Financial Analysis, Microsoft Excel, Management, Budgets, Team Building, Business Analysis, Cross-functional Team..., Accounting, New Business Development, Risk Management, Strategic Planning, Process Improvement, Leadership, Mergers & Acquisitions
Education
University of Cape Town 1987 — 1989
Accountancy, Computer Science
Fairmont High School 1982 — 1986
High School
American Phone Services Corp February 2003 - Present
Impact Innovations Group January 2000 - February 2002
Computer Consulting Service Corporation June 1996 - December 1999
Old Mutual January 1990 - December 1993
Skills
Microsoft Office, Project Management, Forecasting, Financial Analysis, Microsoft Excel, Management, Budgets, Team Building, Business Analysis, Cross-functional Team..., Accounting, New Business Development, Risk Management, Strategic Planning, Process Improvement, Leadership, Mergers & Acquisitions
Education
University of Cape Town 1987 — 1989
Accountancy, Computer Science
Fairmont High School 1982 — 1986
High School
Michael Rothkopf's Old Mutual Experience 2009 - 2009
Job MBA Candidate at Stanford Graduate School of Business
Industry Management Consulting
Experience
Bain & Company September 2012 - August 2014
Sony Pictures Entertainment, LA, California July 2010 - September 2010
Private Equity Macquarie Bank March 2010 - June 2010
Old Mutual 2009 - 2009
Deloitte 2005 - 2009
Skills
Financial Modeling
Education
University of Oxford 2006 — 2009
BA Biological Sciences, Conservation genetics, Disease, Ecology
New York Film Academy 2012 — 2012
Film-making
University of Oxford - Said Business School 2010 — 2010
Private Equity
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Bain & Company September 2012 - August 2014
Sony Pictures Entertainment, LA, California July 2010 - September 2010
Private Equity Macquarie Bank March 2010 - June 2010
Old Mutual 2009 - 2009
Deloitte 2005 - 2009
Skills
Financial Modeling
Education
University of Oxford 2006 — 2009
BA Biological Sciences, Conservation genetics, Disease, Ecology
New York Film Academy 2012 — 2012
Film-making
University of Oxford - Said Business School 2010 — 2010
Private Equity
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Joseph Ramrath's Old Mutual Experience September 2000 - December 2001
Job Managing Director at Colchester Partners
Industry Financial Services
Experience
Colchester Partners February 2002 - Present
The Hanover Insurance Group February 2004 - Present
Boston College Law School August 2009 - January 2013
New England Business Services, Inc. 2001 - 2004
Old Mutual September 2000 - December 2001
United Asset Management Corporation April 1996 - September 2000
Hill & Barlow August 1985 - April 1996
Arthur Andersen & Co. December 1977 - August 1982
Skills
Corporate Governance, Mergers, Securities Regulation, Due Diligence, Private Equity, Securities, Corporate Law, Equities, Restructuring, Alternative Investments, Financial Services, Asset Management, Corporate Finance, Mergers & Acquisitions
Education
University of California, Hastings College of the Law 1982 — 1985
Juris Doctor
Babson College 1974 — 1977
BSBA, Accounting
Colchester Partners February 2002 - Present
The Hanover Insurance Group February 2004 - Present
Boston College Law School August 2009 - January 2013
New England Business Services, Inc. 2001 - 2004
Old Mutual September 2000 - December 2001
United Asset Management Corporation April 1996 - September 2000
Hill & Barlow August 1985 - April 1996
Arthur Andersen & Co. December 1977 - August 1982
Skills
Corporate Governance, Mergers, Securities Regulation, Due Diligence, Private Equity, Securities, Corporate Law, Equities, Restructuring, Alternative Investments, Financial Services, Asset Management, Corporate Finance, Mergers & Acquisitions
Education
University of California, Hastings College of the Law 1982 — 1985
Juris Doctor
Babson College 1974 — 1977
BSBA, Accounting
Harry Burstyn Harry Burstyn's Old Mutual Experience 1996 - 2000
Job Benefits Advisor at Harry Burstyn & Associates
Industry Financial Services
Experience
Cigna-HealthSpring October 2009 - Present
Harry Burstyn & Associates June 1985 - Present
KAISER PERMANENTE January 2001 - March 2006
XLHealth 2005 - 2006
Old Mutual 1996 - 2000
Skills
Health Insurance, Long-term Care, Disability Insurance, Medicare, Health Savings Accounts, Insurance, Employee Benefits, Healthcare, Life Insurance, Leadership, Sales, Managed Care, Brokers, Strategic Planning, 401k, Fixed Annuities, Sales Management, Benefits Administration, Medicare Part D, Small Business, Underwriting, Cold Calling, Workers Compensation, Retirement Planning, Marketing, Account Management, Term Life Insurance, Team Building, Strategy, Retirement, Health Care Reform, Succession Planning, Health Policy, Strategic Financial..., Customer Retention, Training, Human Resources, Executive Management, Recruiting, Financial Services, Networking, Onboarding, Applicant Tracking..., Call Centers, Talent Acquisition, Financial Planning
Education
Towson University 1981 — 1985
B.A., Communications, Business Administration
Cigna-HealthSpring October 2009 - Present
Harry Burstyn & Associates June 1985 - Present
KAISER PERMANENTE January 2001 - March 2006
XLHealth 2005 - 2006
Old Mutual 1996 - 2000
Skills
Health Insurance, Long-term Care, Disability Insurance, Medicare, Health Savings Accounts, Insurance, Employee Benefits, Healthcare, Life Insurance, Leadership, Sales, Managed Care, Brokers, Strategic Planning, 401k, Fixed Annuities, Sales Management, Benefits Administration, Medicare Part D, Small Business, Underwriting, Cold Calling, Workers Compensation, Retirement Planning, Marketing, Account Management, Term Life Insurance, Team Building, Strategy, Retirement, Health Care Reform, Succession Planning, Health Policy, Strategic Financial..., Customer Retention, Training, Human Resources, Executive Management, Recruiting, Financial Services, Networking, Onboarding, Applicant Tracking..., Call Centers, Talent Acquisition, Financial Planning
Education
Towson University 1981 — 1985
B.A., Communications, Business Administration
John Northrop's Old Mutual Experience June 2006 - September 2011
Job VP Director of Internal Audit Eaton Vance
Industry Financial Services
Experience
Old Mutual June 2006 - September 2011
Old Mutual Asset Management June 2006 - September 2011
State Street Bank & Trust/BFDS (TA) May 2004 - June 2006
State Street May 2005 - May 2006
Viad, Corp April 2003 - May 2004
Viad Corp 2003 - 2004
Bank of America May 2001 - May 2003
FleetBoston Financial June 2001 - March 2003
Skills
Internal Audit, Internal Controls, Auditing, Financial Risk, Sarbanes-Oxley Act, Risk Management, Due Diligence
Education
Bentley University 1997 — 2001
BS, Finance
BENTLEY COLLEGE
Bachelor of Science, Finance
Old Mutual June 2006 - September 2011
Old Mutual Asset Management June 2006 - September 2011
State Street Bank & Trust/BFDS (TA) May 2004 - June 2006
State Street May 2005 - May 2006
Viad, Corp April 2003 - May 2004
Viad Corp 2003 - 2004
Bank of America May 2001 - May 2003
FleetBoston Financial June 2001 - March 2003
Skills
Internal Audit, Internal Controls, Auditing, Financial Risk, Sarbanes-Oxley Act, Risk Management, Due Diligence
Education
Bentley University 1997 — 2001
BS, Finance
BENTLEY COLLEGE
Bachelor of Science, Finance
Dionne Blackledge Dionne Blackledge's Old Mutual Experience November 2006 - March 2009
Job Sr Project Manager Consultant at Southwest Airlines
Industry Financial Services
Experience
Georgia Department of Behavioral Health and Developmental Disabilities September 2014 - Present
Southwest Airlines March 2014 - September 2014
SunTrust Bank November 2013 - March 2014
Blackledge Residence December 2011 - November 2013
Delta Community Credit Union August 2009 - January 2013
Old Mutual November 2006 - March 2009
Citi Group March 2006 - November 2006
State of Georgia 2005 - 2006
Hewitt Associates 2004 - 2005
Kimberly-Clark 2001 - 2003
Skills
Business Analysis, Process Improvement, Project Management, Strategic Planning, Financial Analysis, SDLC, Visio, Data Analysis, Change Management, Business Process..., Risk Management, Business Strategy, Requirements Analysis, Cross-functional Team..., Microsoft Excel, Banking, Analytics, Strategy, Integration, Operations Management, Insurance, Business Development, Financial Modeling, Project Planning, Team Leadership, Entrepreneurship, Team Management, Coaching, Agile Methodologies, Program Management, Business Intelligence, Forecasting, Training, Vendor Management, Accounting, Quality Assurance, Public Speaking, Finance, Leadership, Team Building, Portfolio Management, Analysis, Software Documentation, CRM, Management, Budgets, Management Consulting, Business Process, Relationship Management, Financial Services
Education
University of Georgia - Terry College of Business 2006 — 2009
MBA, Business Administration
Georgia State University - J. Mack Robinson College of Business 2001 — 2003
None, Business
Spelman College 1994 — 2000
BS, Mathematics; Pre-Medicine
Baltimore Polytechnic Institute 1990 — 1994
Diploma, Science Track
Georgia Department of Behavioral Health and Developmental Disabilities September 2014 - Present
Southwest Airlines March 2014 - September 2014
SunTrust Bank November 2013 - March 2014
Blackledge Residence December 2011 - November 2013
Delta Community Credit Union August 2009 - January 2013
Old Mutual November 2006 - March 2009
Citi Group March 2006 - November 2006
State of Georgia 2005 - 2006
Hewitt Associates 2004 - 2005
Kimberly-Clark 2001 - 2003
Skills
Business Analysis, Process Improvement, Project Management, Strategic Planning, Financial Analysis, SDLC, Visio, Data Analysis, Change Management, Business Process..., Risk Management, Business Strategy, Requirements Analysis, Cross-functional Team..., Microsoft Excel, Banking, Analytics, Strategy, Integration, Operations Management, Insurance, Business Development, Financial Modeling, Project Planning, Team Leadership, Entrepreneurship, Team Management, Coaching, Agile Methodologies, Program Management, Business Intelligence, Forecasting, Training, Vendor Management, Accounting, Quality Assurance, Public Speaking, Finance, Leadership, Team Building, Portfolio Management, Analysis, Software Documentation, CRM, Management, Budgets, Management Consulting, Business Process, Relationship Management, Financial Services
Education
University of Georgia - Terry College of Business 2006 — 2009
MBA, Business Administration
Georgia State University - J. Mack Robinson College of Business 2001 — 2003
None, Business
Spelman College 1994 — 2000
BS, Mathematics; Pre-Medicine
Baltimore Polytechnic Institute 1990 — 1994
Diploma, Science Track
Zach McNamara (zachmc.work)'s Old Mutual Experience August 2006 - September 2008
Job
Industry Marketing and Advertising
Experience
DaVita April 2011 - July 2015
Transamerica January 2010 - January 2011
The Integer Group December 2008 - February 2010
Old Mutual August 2006 - September 2008
Old Mutual August 2004 - November 2006
Resolution Research September 2003 - August 2004
Intrawest August 2000 - April 2002
Barnhart/CMI 1998 - 2002
Skills
Creative Direction, Graphic Design, Art Direction, Team Management, Advertising, Direct Mail, Layout, Leadership, Branding & Identity, Corporate Communications, Corporate Branding, Logo Design, Graphics, Market Research, Marketing Strategy, Illustrator, Web Design, Brand Development, Collateral, Marketing, Strategic Planning, Photography, QuarkXPress, Dreamweaver, Creative Strategy, Event Management, Interactive Advertising, Public Relations, Concept Development
Education
University of Colorado at Boulder 1998 — 2002
BS, Journalism
Art Institute of Colorado 2002 — 2004
Graphic & Web Design, Graphic and Web Design
Cherry Creek High School 1994 — 1998
DaVita April 2011 - July 2015
Transamerica January 2010 - January 2011
The Integer Group December 2008 - February 2010
Old Mutual August 2006 - September 2008
Old Mutual August 2004 - November 2006
Resolution Research September 2003 - August 2004
Intrawest August 2000 - April 2002
Barnhart/CMI 1998 - 2002
Skills
Creative Direction, Graphic Design, Art Direction, Team Management, Advertising, Direct Mail, Layout, Leadership, Branding & Identity, Corporate Communications, Corporate Branding, Logo Design, Graphics, Market Research, Marketing Strategy, Illustrator, Web Design, Brand Development, Collateral, Marketing, Strategic Planning, Photography, QuarkXPress, Dreamweaver, Creative Strategy, Event Management, Interactive Advertising, Public Relations, Concept Development
Education
University of Colorado at Boulder 1998 — 2002
BS, Journalism
Art Institute of Colorado 2002 — 2004
Graphic & Web Design, Graphic and Web Design
Cherry Creek High School 1994 — 1998
Bill Rothenbach's Old Mutual Experience 2002 - 2011
Job Vice President, Human Resources Haines
Industry Building Materials
Experience
Haines 2015 - Present
Colfax Fluid Handling 2011 - 2015
Towson University 2007 - 2012
Old Mutual 2002 - 2011
Corvis Corporation 1999 - 2002
J.M. Huber Corporation 1997 - 1999
Black & Decker 1990 - 1997
Procter & Gamble 1988 - 1990
Bausch & Lomb 1984 - 1988
Sara Lee 1979 - 1984
Skills
Talent Management, Leadership Development, Change Management, Organizational..., Human Resources, Organizational Design, Performance Management, Succession Planning, Start-ups, Talent Acquisition, Restructuring, Strategic Planning, Employee Relations, Acquisitions, Executive Coaching, Workforce Planning, Employee Engagement, Onboarding
Education
The University of Akron 1976 — 1978
M.A., Industrial & Organizational Psychology
Edinboro University of Pennsylvania 1972 — 1976
B.A., Psychology
North Allegheny High School 1970 — 1972
High school diploma, College prep.
Haines 2015 - Present
Colfax Fluid Handling 2011 - 2015
Towson University 2007 - 2012
Old Mutual 2002 - 2011
Corvis Corporation 1999 - 2002
J.M. Huber Corporation 1997 - 1999
Black & Decker 1990 - 1997
Procter & Gamble 1988 - 1990
Bausch & Lomb 1984 - 1988
Sara Lee 1979 - 1984
Skills
Talent Management, Leadership Development, Change Management, Organizational..., Human Resources, Organizational Design, Performance Management, Succession Planning, Start-ups, Talent Acquisition, Restructuring, Strategic Planning, Employee Relations, Acquisitions, Executive Coaching, Workforce Planning, Employee Engagement, Onboarding
Education
The University of Akron 1976 — 1978
M.A., Industrial & Organizational Psychology
Edinboro University of Pennsylvania 1972 — 1976
B.A., Psychology
North Allegheny High School 1970 — 1972
High school diploma, College prep.
Robyn Bogash's Old Mutual Experience April 2007 - January 2008
Job Senior Talent Acquisition Consultant at Wellington Management
Industry Financial Services
Experience
Wellington Management November 2014 - Present
Russell Reynolds Associates June 2014 - November 2014
T. Rowe Price January 2008 - June 2014
Old Mutual April 2007 - January 2008
Nomura Securities International, Inc. September 2003 - February 2007
Credit Suisse August 1998 - September 2003
Citi (formerly Salomon Smith Barney) March 1997 - August 1998
Education
Rutgers University-New Brunswick 1992 — 1996
B.A., History, Spanish
Wellington Management November 2014 - Present
Russell Reynolds Associates June 2014 - November 2014
T. Rowe Price January 2008 - June 2014
Old Mutual April 2007 - January 2008
Nomura Securities International, Inc. September 2003 - February 2007
Credit Suisse August 1998 - September 2003
Citi (formerly Salomon Smith Barney) March 1997 - August 1998
Education
Rutgers University-New Brunswick 1992 — 1996
B.A., History, Spanish
Dionne Dames's Old Mutual Experience February 1997 - April 2005
Job Strategy Manager, TELUS
Industry Information Technology and Services
Experience
TELUS February 2014 - Present
TELUS September 2008 - Present
Seagate Recovery Services January 2006 - June 2008
Old Mutual February 1997 - April 2005
Skills
Cross-functional Team..., Go-to-market Strategy, Marketing Communications, Mobile Devices, Product Management, Product Marketing, Project Management, Storage, Telecommunications, E-commerce, B2B, Competitive Analysis, Strategic Partnerships, Strategy, Marketing Strategy
Education
University of South Africa/Universiteit van Suid-Afrika 2000 — 2004
Bachelor's degree in Organizational Communication, Organizational Communication, General
TELUS February 2014 - Present
TELUS September 2008 - Present
Seagate Recovery Services January 2006 - June 2008
Old Mutual February 1997 - April 2005
Skills
Cross-functional Team..., Go-to-market Strategy, Marketing Communications, Mobile Devices, Product Management, Product Marketing, Project Management, Storage, Telecommunications, E-commerce, B2B, Competitive Analysis, Strategic Partnerships, Strategy, Marketing Strategy
Education
University of South Africa/Universiteit van Suid-Afrika 2000 — 2004
Bachelor's degree in Organizational Communication, Organizational Communication, General
Joshua Gleason, CRISC's Old Mutual Experience September 2014 - December 2014
Job Vice President, Director of IT Risk Management and Governance
Industry Financial Services
Experience
OMAM (Old Mutual Asset Management) January 2013 - Present
Old Mutual September 2014 - December 2014
Old Mutual Asset Management November 1998 - December 2012
Federal Reserve Bank of Boston November 2004 - December 2006
Federal Reserve Bank of Boston January 1997 - October 1998
Federal Reserve Bank of New York August 1992 - July 1994
Skills
IT Risk Management, IT Project & Program..., Governance, Enterprise Architecture, Integration, Leadership, SDLC, Information Security, Risk Assessment, Operational Risk..., CRM Integration, Data Privacy, IT Controls, Web Strategy, Website Development, Applications..., Compliance Systems, Financial Systems, Presentation Design, Process Flow..., Business Continuity, Disaster Recovery, Asset Management, Hedge Funds, Strategy, Portfolio Management, Program Management
Education
Tufts University 1988 — 1992
BA, Economics
The Loomis Chaffee School 1984 — 1988
OMAM (Old Mutual Asset Management) January 2013 - Present
Old Mutual September 2014 - December 2014
Old Mutual Asset Management November 1998 - December 2012
Federal Reserve Bank of Boston November 2004 - December 2006
Federal Reserve Bank of Boston January 1997 - October 1998
Federal Reserve Bank of New York August 1992 - July 1994
Skills
IT Risk Management, IT Project & Program..., Governance, Enterprise Architecture, Integration, Leadership, SDLC, Information Security, Risk Assessment, Operational Risk..., CRM Integration, Data Privacy, IT Controls, Web Strategy, Website Development, Applications..., Compliance Systems, Financial Systems, Presentation Design, Process Flow..., Business Continuity, Disaster Recovery, Asset Management, Hedge Funds, Strategy, Portfolio Management, Program Management
Education
Tufts University 1988 — 1992
BA, Economics
The Loomis Chaffee School 1984 — 1988
Ghalid Bagus's Old Mutual Experience January 1998 - June 2004
Job Principal and Consulting Actuary at Milliman
Industry Financial Services
Experience
Milliman July 2004 - Present
Old Mutual January 1998 - June 2004
Skills
Actuarial Science, Economic Capital, Pensions, ALM, Reinsurance, Embedded Value, Insurance, Solvency II, Actuarial Consulting, Financial Risk, Enterprise Risk..., Investments
Education
University of Cape Town 1998 — 2000
Post Graduate Diploma, Actuarial Science
University of Cape Town 1994 — 1997
Bachelor’s Degree, Actuarial Science
Milliman July 2004 - Present
Old Mutual January 1998 - June 2004
Skills
Actuarial Science, Economic Capital, Pensions, ALM, Reinsurance, Embedded Value, Insurance, Solvency II, Actuarial Consulting, Financial Risk, Enterprise Risk..., Investments
Education
University of Cape Town 1998 — 2000
Post Graduate Diploma, Actuarial Science
University of Cape Town 1994 — 1997
Bachelor’s Degree, Actuarial Science
Brendan Fitchett, MBA's Old Mutual Experience October 2008 - January 2011
Job Senior Auditor Sandy Spring Bank
Industry Banking
Experience
Running Happiness May 2015 - Present
Sighting the Sound August 2014 - Present
Sandy Spring Bank January 2011 - Present
Old Mutual October 2008 - January 2011
Legal & General America June 2006 - October 2008
Northern Virginia (NOVA) IIA Chapter 2008 - 2008
Global Pharmaceutical Sourcing January 2006 - February 2006
Global Pharmaceutical Sourcing September 2005 - December 2005
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, Accounting, Accounts Payable, Forecasting, Risk Management, Process Improvement, Financial Analysis, Accounts Receivable, Banking, Financial Risk, Financial Modeling, Financial Reporting, Internal Controls, IT Audit, Enterprise Risk..., Mergers & Acquisitions, SEC filings, Management, Corporate Governance, Strategic Financial..., Sarbanes-Oxley, Microsoft Excel, Business Process..., Managerial Finance, Consolidation, Business Analysis, Insurance, Finance, Fraud, Analysis, Assurance, Corporate Finance, Due Diligence, Financial Services
Education
Loyola University Maryland 2012 — 2015
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Maryland College Park 2000 — 2006
BS, Dual Degree in Marketing & General Business (Operations Management concentration)
Running Happiness May 2015 - Present
Sighting the Sound August 2014 - Present
Sandy Spring Bank January 2011 - Present
Old Mutual October 2008 - January 2011
Legal & General America June 2006 - October 2008
Northern Virginia (NOVA) IIA Chapter 2008 - 2008
Global Pharmaceutical Sourcing January 2006 - February 2006
Global Pharmaceutical Sourcing September 2005 - December 2005
Skills
Internal Audit, Auditing, Sarbanes-Oxley Act, Accounting, Accounts Payable, Forecasting, Risk Management, Process Improvement, Financial Analysis, Accounts Receivable, Banking, Financial Risk, Financial Modeling, Financial Reporting, Internal Controls, IT Audit, Enterprise Risk..., Mergers & Acquisitions, SEC filings, Management, Corporate Governance, Strategic Financial..., Sarbanes-Oxley, Microsoft Excel, Business Process..., Managerial Finance, Consolidation, Business Analysis, Insurance, Finance, Fraud, Analysis, Assurance, Corporate Finance, Due Diligence, Financial Services
Education
Loyola University Maryland 2012 — 2015
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Maryland College Park 2000 — 2006
BS, Dual Degree in Marketing & General Business (Operations Management concentration)
Martin Morris CIA, CAMS, Chartered Accountant's Old Mutual Experience 2003 - 2003
Job Senior Audit Manager at HSBC Global Financial Crimes Compliance Audit
Industry Banking
Experience
HSBC 2013 - Present
UBS Investment Bank 2005 - 2013
KPMG 2003 - 2005
Old Mutual 2003 - 2003
JPMorgan Chase 2000 - 2002
CIBC World Markets 1995 - 2000
JPMorgan Chase 1982 - 1995
Skills
Internal Audit, Financial Services, Anti Money Laundering, Economic Sanctions, securities, Interest Rate..., Equity Derivatives, Credit Derivatives, Foreign Exchange, Commodity, Cross-functional Team..., Financial Statement..., Risk Management, Operational Risk, Financial Accounting, Finance, Auditing, Fixed Income, Portfolio Management, Enterprise Risk..., Derivatives, Operational Risk...
Education
University of Kent
BA, Accounting Hons, top 2%
HSBC 2013 - Present
UBS Investment Bank 2005 - 2013
KPMG 2003 - 2005
Old Mutual 2003 - 2003
JPMorgan Chase 2000 - 2002
CIBC World Markets 1995 - 2000
JPMorgan Chase 1982 - 1995
Skills
Internal Audit, Financial Services, Anti Money Laundering, Economic Sanctions, securities, Interest Rate..., Equity Derivatives, Credit Derivatives, Foreign Exchange, Commodity, Cross-functional Team..., Financial Statement..., Risk Management, Operational Risk, Financial Accounting, Finance, Auditing, Fixed Income, Portfolio Management, Enterprise Risk..., Derivatives, Operational Risk...
Education
University of Kent
BA, Accounting Hons, top 2%
Sean D Moore, CPA's Old Mutual Experience June 2005 - June 2006
Job Tax Manager at NCR Corporation
Industry Accounting
Experience
NCR Corporation June 2010 - Present
Heil Environmental (division of Dover Corporation) June 2006 - June 2010
Old Mutual June 2005 - June 2006
KPMG June 2003 - June 2005
Skills
Tax Accounting, Tax, Analysis, Corporate Tax, Risk Management, Accounting, International Tax, Financial Reporting, Income Tax, Management, Financial Accounting, US GAAP
Education
Brigham Young University 1996 — 2003
Masters, Accounting
NCR Corporation June 2010 - Present
Heil Environmental (division of Dover Corporation) June 2006 - June 2010
Old Mutual June 2005 - June 2006
KPMG June 2003 - June 2005
Skills
Tax Accounting, Tax, Analysis, Corporate Tax, Risk Management, Accounting, International Tax, Financial Reporting, Income Tax, Management, Financial Accounting, US GAAP
Education
Brigham Young University 1996 — 2003
Masters, Accounting
Andre Bothma's Old Mutual Experience 1998 - 2001
Job Director, Risk Technology Services and SME for Financials, Energy and Commodities ETRM/CTRM, Openlink Financial
Industry Capital Markets
Experience
OpenLink Financial 2013 - Present
OpenLink Financial 2010 - 2012
OpenLink Financial 2007 - 2009
OpenLink Financial 2002 - 2006
Old Mutual 1998 - 2001
NumerQuan Consulting 1996 - 1998
Skills
Market Risk, Middle Office, Commodity Markets, Endur, Financial Markets, Openlink, ETRM, Commodity Risk..., Capital Markets, Quant Development, Commodity Pricing, Quantitative Finance, CTRM, Credit Risk, Quantitative Risk, Trading Systems, Quantitative Analytics, Risk Management, Energy Markets, Findur, Agile Project Management, Agile Methodologies, Trading System..., Enterprise Risk..., Risk Management..., Python, C++, Java, Software Development, Software Project..., Regulatory Compliance, CCAR
Education
MS, University of Cape Town 1989 — 1995
BS & MS, Applied Mathematics / Computer Science
OpenLink Financial 2013 - Present
OpenLink Financial 2010 - 2012
OpenLink Financial 2007 - 2009
OpenLink Financial 2002 - 2006
Old Mutual 1998 - 2001
NumerQuan Consulting 1996 - 1998
Skills
Market Risk, Middle Office, Commodity Markets, Endur, Financial Markets, Openlink, ETRM, Commodity Risk..., Capital Markets, Quant Development, Commodity Pricing, Quantitative Finance, CTRM, Credit Risk, Quantitative Risk, Trading Systems, Quantitative Analytics, Risk Management, Energy Markets, Findur, Agile Project Management, Agile Methodologies, Trading System..., Enterprise Risk..., Risk Management..., Python, C++, Java, Software Development, Software Project..., Regulatory Compliance, CCAR
Education
MS, University of Cape Town 1989 — 1995
BS & MS, Applied Mathematics / Computer Science
Pierre Mallinson's Old Mutual Experience April 2007 - August 2012
Job Chief Architect at Skura Corporation
Industry Computer Software
Experience
Skura Corporation August 2015 - Present
Skura Corporation October 2014 - August 2015
Skura Corporation April 2014 - October 2014
PointClickCare July 2013 - April 2014
Skura Corporation August 2012 - June 2013
Old Mutual April 2007 - August 2012
Paracon November 2004 - March 2007
Skills
Oracle, Java, Microsoft SQL Server, PL/SQL, GWT, SQL, Requirements Analysis, SDLC, GXT, Guice, Gin, AOP, Maven2, Ant, CSS Javascript, Visual Basic, Software Development, Web Services, Business Intelligence, Systems Analysis, Scrum, SOA, Agile Methodologies, Spring MVC, Spring DI, OSGi, Glassfish, Weblogic, Tomcat, Oracle Application..., JSP, J2EE Application..., HTML 5, CSS3, JavaScript, jQuery, Apache 2, Enterprise Architecture, C#, Java Enterprise Edition, CSS, Web Development
Education
University of South Africa/Universiteit van Suid-Afrika 2004 — 2007
Certificate Data-Metrics, Computer Science and Information Systems
PW Botha Technical High School 1990 — 1993
Skura Corporation August 2015 - Present
Skura Corporation October 2014 - August 2015
Skura Corporation April 2014 - October 2014
PointClickCare July 2013 - April 2014
Skura Corporation August 2012 - June 2013
Old Mutual April 2007 - August 2012
Paracon November 2004 - March 2007
Skills
Oracle, Java, Microsoft SQL Server, PL/SQL, GWT, SQL, Requirements Analysis, SDLC, GXT, Guice, Gin, AOP, Maven2, Ant, CSS Javascript, Visual Basic, Software Development, Web Services, Business Intelligence, Systems Analysis, Scrum, SOA, Agile Methodologies, Spring MVC, Spring DI, OSGi, Glassfish, Weblogic, Tomcat, Oracle Application..., JSP, J2EE Application..., HTML 5, CSS3, JavaScript, jQuery, Apache 2, Enterprise Architecture, C#, Java Enterprise Edition, CSS, Web Development
Education
University of South Africa/Universiteit van Suid-Afrika 2004 — 2007
Certificate Data-Metrics, Computer Science and Information Systems
PW Botha Technical High School 1990 — 1993
Robert Marchetti's Old Mutual Experience May 2012 - April 2014
Job Client Portfolio Director, Principal at Mercer Investments
Industry Financial Services
Experience
Mercer Investments April 2014 - Present
Old Mutual May 2012 - April 2014
Fidelity Investments December 2006 - May 2012
State Street Global Advisors June 2004 - November 2006
State Street Global Advisors August 2001 - June 2004
Deutsche Bank August 1998 - August 2001
Skills
Series 7, Series 63, Defined Contribution, Business Development, Investments, DCIO, Mutual Funds, Retirement, Sales, Marketing, Building Relationships, Competitive Analysis, Networking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
MBA, Finance
Fairfield University 1994 — 1998
BS, Finance
St. John's High School
Mercer Investments April 2014 - Present
Old Mutual May 2012 - April 2014
Fidelity Investments December 2006 - May 2012
State Street Global Advisors June 2004 - November 2006
State Street Global Advisors August 2001 - June 2004
Deutsche Bank August 1998 - August 2001
Skills
Series 7, Series 63, Defined Contribution, Business Development, Investments, DCIO, Mutual Funds, Retirement, Sales, Marketing, Building Relationships, Competitive Analysis, Networking
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2005
MBA, Finance
Fairfield University 1994 — 1998
BS, Finance
St. John's High School
Cy Aleman, CFP®'s Old Mutual Experience 2004 - 2006
Job Regional Vice President at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2012 - Present
WBI Investments January 2011 - June 2012
ING Financial Partners July 2006 - November 2010
Old Mutual 2004 - 2006
OppenheimerFunds July 2002 - March 2004
Skills
401k, Alternative Investments, Asset Allocation, Financial Risk, Fixed Annuities, Investments, Leadership, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Sales, Sales Management, Securities, Series 6, Series 63, Series 7, Strategic Financial..., Variable Annuities, Wealth Management
Education
University of Oregon 1998 — 2002
BS, Political Science
Pioneer Investments June 2012 - Present
WBI Investments January 2011 - June 2012
ING Financial Partners July 2006 - November 2010
Old Mutual 2004 - 2006
OppenheimerFunds July 2002 - March 2004
Skills
401k, Alternative Investments, Asset Allocation, Financial Risk, Fixed Annuities, Investments, Leadership, Management, Marketing, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Sales, Sales Management, Securities, Series 6, Series 63, Series 7, Strategic Financial..., Variable Annuities, Wealth Management
Education
University of Oregon 1998 — 2002
BS, Political Science
Marshall Marraccini III's Old Mutual Experience 2009 - 2010
Job Regional Mutual Funds Wholesaler at Nationwide
Industry Financial Services
Experience
Nationwide April 2015 - Present
Diamond Hill Capital Management May 2013 - May 2014
Lancaster Pollard Investment Advisory Group 2011 - 2012
Old Mutual 2009 - 2010
Rydex Investments 2005 - 2009
Federated Investors 2004 - 2005
Skills
Mutual Funds, Alternative Investments, Investments, ETFs, Asset Allocation, Series 7, Hedge Funds, Risk Management, Derivatives, Investment Strategies, Consultative Selling, Options, Series 66, Institutional, Managed Futures, Endorsements and...
Education
Penn State University 2000 — 2004
Finance, General
Nationwide April 2015 - Present
Diamond Hill Capital Management May 2013 - May 2014
Lancaster Pollard Investment Advisory Group 2011 - 2012
Old Mutual 2009 - 2010
Rydex Investments 2005 - 2009
Federated Investors 2004 - 2005
Skills
Mutual Funds, Alternative Investments, Investments, ETFs, Asset Allocation, Series 7, Hedge Funds, Risk Management, Derivatives, Investment Strategies, Consultative Selling, Options, Series 66, Institutional, Managed Futures, Endorsements and...
Education
Penn State University 2000 — 2004
Finance, General
Ed Nelson's Old Mutual Experience 2002 - 2007
Job Managing Director at Mercury Alternatives Group LLC
Industry Financial Services
Experience
Mercury Alternatives Group LLC May 2013 - Present
Merrill Lynch September 2009 - November 2012
M3 Money Management September 2008 - December 2009
Osprey Partners Investment Management 2007 - 2008
Old Mutual 2002 - 2007
Provident Investment Counsel 2000 - 2002
Merrill Lynch September 1996 - June 2000
Salomon Brothers 1988 - 1996
Skills
Series 7, Asset Managment, Financial Services, Alternative Investments, Portfolio Management, Mutual Funds, Hedge Funds, Asset Management, Investments, Financial Advisory, Wealth Management, Asset Allocation, Equities, Investment Strategies, Series 63, Valuation, Finance, Investment Management, Due Diligence, Investment Advisory, Institutional..., ETFs, Uniform Combined State..., Bonds, Securities, Wealth Management..., Fixed Income, FINRA, Bloomberg, Separately Managed..., Capital Markets, Financial Markets, Trading, Options
Education
Pace University - Lubin School of Business 1994 — 1996
Master of Business Administration (MBA), Finance
Columbia University in the City of New York 1992 — 1994
Business Administration and Management, General
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), Anthropology
Mercury Alternatives Group LLC May 2013 - Present
Merrill Lynch September 2009 - November 2012
M3 Money Management September 2008 - December 2009
Osprey Partners Investment Management 2007 - 2008
Old Mutual 2002 - 2007
Provident Investment Counsel 2000 - 2002
Merrill Lynch September 1996 - June 2000
Salomon Brothers 1988 - 1996
Skills
Series 7, Asset Managment, Financial Services, Alternative Investments, Portfolio Management, Mutual Funds, Hedge Funds, Asset Management, Investments, Financial Advisory, Wealth Management, Asset Allocation, Equities, Investment Strategies, Series 63, Valuation, Finance, Investment Management, Due Diligence, Investment Advisory, Institutional..., ETFs, Uniform Combined State..., Bonds, Securities, Wealth Management..., Fixed Income, FINRA, Bloomberg, Separately Managed..., Capital Markets, Financial Markets, Trading, Options
Education
Pace University - Lubin School of Business 1994 — 1996
Master of Business Administration (MBA), Finance
Columbia University in the City of New York 1992 — 1994
Business Administration and Management, General
City University of New York-Brooklyn College
Bachelor of Arts (B.A.), Anthropology
Kristin McGettigan's Old Mutual Experience March 2004 - September 2008
Job Analyst
Industry Financial Services
Experience
Sterling Trustees September 2008 - February 2012
Old Mutual March 2004 - September 2008
Business Plan December 2003 - March 2004
ING DIRECT May 2002 - April 2003
REUTERS July 2000 - September 2001
ARCM December 1999 - January 2000
Morgan Stanley June 1999 - August 1999
Automotive Protective Systems June 1998 - August 1998
Capital Real Estate Investment Group June 1996 - August 1996
Education
Gettysburg College 1996 — 2000
Bachelor of Arts (B.A.), Economics and Business Management, 3.85
Gettysburg College 1996 — 2000
Bachelor of Arts, Economics and Business Management Economics; Business Management
Kansai Gaidai University 1998 — 1998
Asian Economy
Kansai Gaidai University 1998 — 1998
Sterling Trustees September 2008 - February 2012
Old Mutual March 2004 - September 2008
Business Plan December 2003 - March 2004
ING DIRECT May 2002 - April 2003
REUTERS July 2000 - September 2001
ARCM December 1999 - January 2000
Morgan Stanley June 1999 - August 1999
Automotive Protective Systems June 1998 - August 1998
Capital Real Estate Investment Group June 1996 - August 1996
Education
Gettysburg College 1996 — 2000
Bachelor of Arts (B.A.), Economics and Business Management, 3.85
Gettysburg College 1996 — 2000
Bachelor of Arts, Economics and Business Management Economics; Business Management
Kansai Gaidai University 1998 — 1998
Asian Economy
Kansai Gaidai University 1998 — 1998
Kenneth Naes's Old Mutual Experience 2004 - 2006
Job CPA, Series 7, Series 24
Industry Financial Services
Experience
Comcast 2010 - 2015
Jackson National 2006 - 2009
Old Mutual 2004 - 2006
Transamerica 1992 - 2004
Education
Rockhurst University
BSBA, Accounting
Comcast 2010 - 2015
Jackson National 2006 - 2009
Old Mutual 2004 - 2006
Transamerica 1992 - 2004
Education
Rockhurst University
BSBA, Accounting
Deborah (Hooper) Goldman's Old Mutual Experience November 2009 - May 2010
Job SVP, Corporate Communications at Bank of America
Industry Financial Services
Experience
Bank of America November 2012 - Present
Bank of America Merrill Lynch June 2010 - November 2012
Old Mutual November 2009 - May 2010
AMP March 2009 - September 2009
NAB September 2007 - March 2009
Harmonia Publishing May 2006 - August 2007
Skills
Internal Communications, Corporate Communications, Communications Strategy, Stakeholder Engagement, Strategy, Strategic Communications, Publications, Management, Project Management, Marketing Communications, Marketing, Stakeholder Management, Social Media, Marketing Strategy, Leadership
Education
Smurfit Business School 2001 — 2002
MBS, International Business
University College Dublin 1997 — 2001
B. Comm (international), Business, Economics, Italian
Università degli Studi di Torino 1999 — 2000
Erasmus program, Business/Commerce, General
Bank of America November 2012 - Present
Bank of America Merrill Lynch June 2010 - November 2012
Old Mutual November 2009 - May 2010
AMP March 2009 - September 2009
NAB September 2007 - March 2009
Harmonia Publishing May 2006 - August 2007
Skills
Internal Communications, Corporate Communications, Communications Strategy, Stakeholder Engagement, Strategy, Strategic Communications, Publications, Management, Project Management, Marketing Communications, Marketing, Stakeholder Management, Social Media, Marketing Strategy, Leadership
Education
Smurfit Business School 2001 — 2002
MBS, International Business
University College Dublin 1997 — 2001
B. Comm (international), Business, Economics, Italian
Università degli Studi di Torino 1999 — 2000
Erasmus program, Business/Commerce, General
Jennifer McQueeney's Old Mutual Experience 2002 - 2004
Job Director, PMO at Whitlock IS
Industry Information Technology and Services
Experience
Whitlock IS January 2004 - Present
Old Mutual 2002 - 2004
Skills
PMO, Process Improvement, Integration, IT Service Management, SDLC, IT Strategy, Program Management, IT Management, ITIL, HP, Enterprise Software
Education
Lehigh University 1989 — 1993
BS, Industrial Engineering
Lenape High School 1985 — 1989
Whitlock IS January 2004 - Present
Old Mutual 2002 - 2004
Skills
PMO, Process Improvement, Integration, IT Service Management, SDLC, IT Strategy, Program Management, IT Management, ITIL, HP, Enterprise Software
Education
Lehigh University 1989 — 1993
BS, Industrial Engineering
Lenape High School 1985 — 1989
John Nealson's Old Mutual Experience 2006 - 2007
Job Regional Vice President at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments 2007 - Present
Old Mutual 2006 - 2007
Nealson Investments 2003 - 2006
Eagle Global Logistics 2002 - 2003
Emery Worldwide 2000 - 2002
PepsiCo 1992 - 2000
Skills
CRM, Sales Operations, Leadership, Sales, Selling, Management, Marketing, Investments, Sales Management, Portfolio Management, Business Planning, Mutual Funds, Alternative Investments, Customer Retention, International Sales, Financial Advisory, Investment Management, Series 63, Separately Managed..., Series 7
Education
Oklahoma State University
Touchstone Investments 2007 - Present
Old Mutual 2006 - 2007
Nealson Investments 2003 - 2006
Eagle Global Logistics 2002 - 2003
Emery Worldwide 2000 - 2002
PepsiCo 1992 - 2000
Skills
CRM, Sales Operations, Leadership, Sales, Selling, Management, Marketing, Investments, Sales Management, Portfolio Management, Business Planning, Mutual Funds, Alternative Investments, Customer Retention, International Sales, Financial Advisory, Investment Management, Series 63, Separately Managed..., Series 7
Education
Oklahoma State University
Ryan Newton's Old Mutual Experience August 2004 - July 2009
Job Sales at Cambiar Investors
Industry Financial Services
Experience
Cambiar Investors July 2014 - Present
Janus Capital Group September 2013 - June 2014
Janus Capital Group December 2011 - August 2013
Janus Capital Group August 2010 - December 2011
Janus Capital Group October 2009 - September 2010
Old Mutual August 2004 - July 2009
Skills
Series 24, Series 66, Series 7, Series 63, Wholesaling, Mutual Funds, Annuities, Alternative Investments, Asset Allocation, Asset Management, Investments, Retirement Planning, Series 6, Fixed Annuities, Wholesale, Separately Managed..., ETFs, 401k
Education
Fort Lewis College 1995 — 1999
BA, Business Management & Finance
Cambiar Investors July 2014 - Present
Janus Capital Group September 2013 - June 2014
Janus Capital Group December 2011 - August 2013
Janus Capital Group August 2010 - December 2011
Janus Capital Group October 2009 - September 2010
Old Mutual August 2004 - July 2009
Skills
Series 24, Series 66, Series 7, Series 63, Wholesaling, Mutual Funds, Annuities, Alternative Investments, Asset Allocation, Asset Management, Investments, Retirement Planning, Series 6, Fixed Annuities, Wholesale, Separately Managed..., ETFs, 401k
Education
Fort Lewis College 1995 — 1999
BA, Business Management & Finance
Shirley Carethers's Old Mutual Experience 1989 - April 2009
Job AVP, Annuity and Life Sales at Old Mutual Financial Network
Industry Insurance
Experience
Self Employed May 2009 - Present
Old Mutual 1989 - April 2009
F&G Life Insurance Company 1989 - 2009
USF&G 1989 - 2008
Fidelity & Guaranty Life 1989 - 1999
Nationwide Insurance May 1974 - June 1989
Education
Franklin University 1978 — 1982
Self Employed May 2009 - Present
Old Mutual 1989 - April 2009
F&G Life Insurance Company 1989 - 2009
USF&G 1989 - 2008
Fidelity & Guaranty Life 1989 - 1999
Nationwide Insurance May 1974 - June 1989
Education
Franklin University 1978 — 1982
Liz Chipman, CPP's Old Mutual Experience July 1996 - Present
Job Payroll Manager at Old Mutual
Industry Investment Management
Experience
Old Mutual July 1996 - Present
Old Mutual Asset Management 1996 - Present
Skills
CPP
Education
Roger Williams University 1978 — 1982
Bachelor's degree, Business/Computer Science
Old Mutual July 1996 - Present
Old Mutual Asset Management 1996 - Present
Skills
CPP
Education
Roger Williams University 1978 — 1982
Bachelor's degree, Business/Computer Science
James Lummanick's Old Mutual Experience 2005 - Present
Job SVP and Chief Compliance Officer at Old Mutual Capital
Industry Financial Services
Experience
Old Mutual Capital July 2005 - Present
Old Mutual 2005 - Present
Old Mutual Capital 2005 - 2009
INVESCO Funds Group August 1996 - March 2003
INVESCO 1996 - 2003
Education
The Ohio State University 1965 — 1969
BA, MA, Journalism
Old Mutual Capital July 2005 - Present
Old Mutual 2005 - Present
Old Mutual Capital 2005 - 2009
INVESCO Funds Group August 1996 - March 2003
INVESCO 1996 - 2003
Education
The Ohio State University 1965 — 1969
BA, MA, Journalism
Debra LandsmanYaros's Old Mutual Experience April 2007 - September 2008
Job Transparent Value, LLC.
Industry Financial Services
Experience
Transparent Value, LLC , A Guggenheim Partners Co. April 2010 - Present
DLY Consulting January 2009 - April 2010
Old Mutual April 2007 - September 2008
Delaware Investments 2003 - 2006
Merrill Lynch Investment Managers 2000 - 2003
Merrill Lynch Investment Managers 1996 - 2000
Merrill Lynch Investment Managers 1994 - 1996
Merrill Lynch Investment Managers 1990 - 1994
Merrill Lynch Investment Managers 1987 - 1990
Merrill Lynch 1983 - 1987
Skills
Product Management, Business Development, Mutual Funds, Relationship Management, Investments, Marketing, Sales Management, Salesforce.com, Leadership, Alternative Investments, Strategy, Business Strategy, Financial Services, Wealth Management, Fixed Income, Strategic Planning, Management, Marketing Strategy, New Business Development, Asset Management, Sales
Education
Harvard Business School
Leadership Program, Merrill Lynch Women's Executive Leadership Program
Rider University
BA, Psychology
Transparent Value, LLC , A Guggenheim Partners Co. April 2010 - Present
DLY Consulting January 2009 - April 2010
Old Mutual April 2007 - September 2008
Delaware Investments 2003 - 2006
Merrill Lynch Investment Managers 2000 - 2003
Merrill Lynch Investment Managers 1996 - 2000
Merrill Lynch Investment Managers 1994 - 1996
Merrill Lynch Investment Managers 1990 - 1994
Merrill Lynch Investment Managers 1987 - 1990
Merrill Lynch 1983 - 1987
Skills
Product Management, Business Development, Mutual Funds, Relationship Management, Investments, Marketing, Sales Management, Salesforce.com, Leadership, Alternative Investments, Strategy, Business Strategy, Financial Services, Wealth Management, Fixed Income, Strategic Planning, Management, Marketing Strategy, New Business Development, Asset Management, Sales
Education
Harvard Business School
Leadership Program, Merrill Lynch Women's Executive Leadership Program
Rider University
BA, Psychology
Shaun du Toit, CISSP, ITIL's Old Mutual Experience November 2005 - February 2008
Job
Industry Information Technology and Services
Experience
Sanlam June 2011 - May 2012
Agrana December 2008 - January 2010
Old Mutual November 2005 - February 2008
Old Mutual September 2004 - October 2005
Old Mutual April 2001 - August 2004
Converge Networks (Pty) Ltd May 1999 - March 2001
Net Solutions Information Technology (Pty) Ltd February 1999 - April 1999
Skills
Information Security..., Risk Assessment, Incident Handling, Security Awareness, Problem Solving, Networking, Computer Security, Project Management, IT Service Management, CISSP, ITIL, Financial Risk, Awareness, Management, Security, Business Process, Information Security, Risk Management, Strategy, Active Directory, Outsourcing, Business Continuity, Infrastructure, ISO 27002, Risk Treatment, Network & Systems..., Safeguard/Countermeasure..., Threat & Vulnerability..., MSP/Vendor Management, Customer Service..., PCI DSS, Governance, COBIT
Education
(ISC)² 2007 — 2007
Certified Information Systems Security Professional (CISSP)
Foster-Melliar 2005 — 2005
ITIL Foundations Course in IT Service Management (part-time)
Foster-Melliar 2003 — 2003
ITIL Awareness Course (part-time)
Info Stat Unlimited (ISU) Campus Training Division 1998 — 1998
Higher Diploma in Systems Architecture
University of Cape Town 1996 — 1997
Bachelor of Commerce, Financial Accounting; Company Law; Business Law; Information Systems; Economics; Statistics
University of South Africa/Universiteit van Suid-Afrika 1995 — 1995
Bachelor of Commerce, Financial Accounting; Company Law; Business Law; Economics; Statistics
Michaelhouse 1994 — 1994
Natal Senior Certificate - Full Matric Exemption
Sanlam June 2011 - May 2012
Agrana December 2008 - January 2010
Old Mutual November 2005 - February 2008
Old Mutual September 2004 - October 2005
Old Mutual April 2001 - August 2004
Converge Networks (Pty) Ltd May 1999 - March 2001
Net Solutions Information Technology (Pty) Ltd February 1999 - April 1999
Skills
Information Security..., Risk Assessment, Incident Handling, Security Awareness, Problem Solving, Networking, Computer Security, Project Management, IT Service Management, CISSP, ITIL, Financial Risk, Awareness, Management, Security, Business Process, Information Security, Risk Management, Strategy, Active Directory, Outsourcing, Business Continuity, Infrastructure, ISO 27002, Risk Treatment, Network & Systems..., Safeguard/Countermeasure..., Threat & Vulnerability..., MSP/Vendor Management, Customer Service..., PCI DSS, Governance, COBIT
Education
(ISC)² 2007 — 2007
Certified Information Systems Security Professional (CISSP)
Foster-Melliar 2005 — 2005
ITIL Foundations Course in IT Service Management (part-time)
Foster-Melliar 2003 — 2003
ITIL Awareness Course (part-time)
Info Stat Unlimited (ISU) Campus Training Division 1998 — 1998
Higher Diploma in Systems Architecture
University of Cape Town 1996 — 1997
Bachelor of Commerce, Financial Accounting; Company Law; Business Law; Information Systems; Economics; Statistics
University of South Africa/Universiteit van Suid-Afrika 1995 — 1995
Bachelor of Commerce, Financial Accounting; Company Law; Business Law; Economics; Statistics
Michaelhouse 1994 — 1994
Natal Senior Certificate - Full Matric Exemption
Jaclyn Fleishman Ades's Old Mutual Experience November 2007 - April 2009
Job Career Counselor at Jewish Community Services
Industry Nonprofit Organization Management
Experience
Jewish Community Services September 2014 - Present
CyberPoint International 2012 - 2014
Ameritox June 2009 - June 2012
Old Mutual November 2007 - April 2009
T. Rowe Price 2004 - 2007
Skills
HRIS, Onboarding, Employee Relations, HR Policies
Education
Towson University 2008 — 2010
MS, HR
University of Delaware 1996 — 2000
BA, Psychology/Business
Jewish Community Services September 2014 - Present
CyberPoint International 2012 - 2014
Ameritox June 2009 - June 2012
Old Mutual November 2007 - April 2009
T. Rowe Price 2004 - 2007
Skills
HRIS, Onboarding, Employee Relations, HR Policies
Education
Towson University 2008 — 2010
MS, HR
University of Delaware 1996 — 2000
BA, Psychology/Business
Dana Ogle's Old Mutual Experience February 2007 - February 2009
Job Project Coordinator at Old Mutual
Industry Financial Services
Experience
Old Mutual February 2007 - February 2009
Bank of America January 2006 - February 2006
Education
Howard University 1999 — 2005
Old Mutual February 2007 - February 2009
Bank of America January 2006 - February 2006
Education
Howard University 1999 — 2005
Sarah Maurath's Old Mutual Experience 2007 - 2009
Job at
Industry Insurance
Experience
3-Mentors November 2014 - Present
Piedmont Healthcare July 2012 - November 2014
Allied Marketing Partners (AMP Financial) 2009 - July 2012
Old Mutual 2007 - 2009
Bakers Fidelity Life Insurance 2007 - 2008
Skills
Marketing, Fixed Annuities, Life Insurance, Insurance, Long-term Care, Retirement Planning, Microsoft Excel, Term Life Insurance, Health Insurance, Disability Insurance, Whole Life, Employee Benefits, General Insurance, Underwriting, Strategic Financial..., Estate Planning, Financial Services, Investments, Relationship Management, Risk Management, Medicare, Customer Service, Team Building, Training, Account Management, Sales Management, Long Term Care Insurance, Coaching
Education
Georgia State University - J. Mack Robinson College of Business
BBA, Risk Management and Insurance
3-Mentors November 2014 - Present
Piedmont Healthcare July 2012 - November 2014
Allied Marketing Partners (AMP Financial) 2009 - July 2012
Old Mutual 2007 - 2009
Bakers Fidelity Life Insurance 2007 - 2008
Skills
Marketing, Fixed Annuities, Life Insurance, Insurance, Long-term Care, Retirement Planning, Microsoft Excel, Term Life Insurance, Health Insurance, Disability Insurance, Whole Life, Employee Benefits, General Insurance, Underwriting, Strategic Financial..., Estate Planning, Financial Services, Investments, Relationship Management, Risk Management, Medicare, Customer Service, Team Building, Training, Account Management, Sales Management, Long Term Care Insurance, Coaching
Education
Georgia State University - J. Mack Robinson College of Business
BBA, Risk Management and Insurance
Leslie Pacheco's Old Mutual Experience October 2007 - April 2009
Job Cyber Recruiter at Raytheon
Industry Defense & Space
Experience
Raytheon November 2012 - Present
Raytheon June 2010 - November 2012
Evolver July 2009 - July 2010
Old Mutual October 2007 - April 2009
Skills
Talent Management, Administration, HRIS, Onboarding, Applicant Tracking..., PowerPoint, Excel, Word, Problem Solving, Microsoft Office, Outlook, New Hire Orientations, Employee Relations, Benefits Administration, Microsoft Excel, Microsoft Word, Human Resources, Training, Security Clearance, Talent Acquisition, Recruiting, DoD
Education
University of Maryland University College
In process, Industrial and Organizational Psychology
University of Maryland University College
Raytheon November 2012 - Present
Raytheon June 2010 - November 2012
Evolver July 2009 - July 2010
Old Mutual October 2007 - April 2009
Skills
Talent Management, Administration, HRIS, Onboarding, Applicant Tracking..., PowerPoint, Excel, Word, Problem Solving, Microsoft Office, Outlook, New Hire Orientations, Employee Relations, Benefits Administration, Microsoft Excel, Microsoft Word, Human Resources, Training, Security Clearance, Talent Acquisition, Recruiting, DoD
Education
University of Maryland University College
In process, Industrial and Organizational Psychology
University of Maryland University College
Michel Perreault's Old Mutual Experience 2001 - 2006
Job VPU.S. Risk Officer at Aflac
Industry Insurance
Experience
Aflac August 2014 - Present
MPAG Consulting May 2014 - August 2014
Genworth Financial January 2014 - April 2014
Genworth March 2009 - December 2013
ING February 2007 - February 2009
Old Mutual 2001 - 2006
Fidelity and Guaranty Life Insurance Company 1994 - 2001
The Holden Group - Security First Life Co June 1990 - June 1994
Skills
Insurance, Economic Capital, Life Insurance, ALM, Actuarial Science, Mergers & Acquisitions, Financial Risk, Enterprise Risk..., Risk Management, Portfolio Management, Reinsurance, Financial Services, Underwriting, Fixed Annuities, Financial Modeling, Financial Analysis, Fixed Income, Investments
Education
Université Laval 1978 — 1981
BA, Actuarial
Aflac August 2014 - Present
MPAG Consulting May 2014 - August 2014
Genworth Financial January 2014 - April 2014
Genworth March 2009 - December 2013
ING February 2007 - February 2009
Old Mutual 2001 - 2006
Fidelity and Guaranty Life Insurance Company 1994 - 2001
The Holden Group - Security First Life Co June 1990 - June 1994
Skills
Insurance, Economic Capital, Life Insurance, ALM, Actuarial Science, Mergers & Acquisitions, Financial Risk, Enterprise Risk..., Risk Management, Portfolio Management, Reinsurance, Financial Services, Underwriting, Fixed Annuities, Financial Modeling, Financial Analysis, Fixed Income, Investments
Education
Université Laval 1978 — 1981
BA, Actuarial
Erin Zink's Old Mutual Experience June 2002 - December 2002
Job Supervising Actuary at MVP Health Care
Industry Insurance
Experience
MVP Health Care July 2007 - Present
Coventry Health Care December 2002 - July 2007
Old Mutual June 2002 - December 2002
University of Kentucky May 2000 - May 2002
Lexington Community College May 2000 - May 2002
University of Kentucky August 1998 - May 2000
Education
University of Kentucky 1998 — 2000
M.S., Applied Mathematics
State University of New York College at Fredonia 1994 — 1998
B.S., Mathematics
MVP Health Care July 2007 - Present
Coventry Health Care December 2002 - July 2007
Old Mutual June 2002 - December 2002
University of Kentucky May 2000 - May 2002
Lexington Community College May 2000 - May 2002
University of Kentucky August 1998 - May 2000
Education
University of Kentucky 1998 — 2000
M.S., Applied Mathematics
State University of New York College at Fredonia 1994 — 1998
B.S., Mathematics
Carol Hutchings's Old Mutual Experience March 2005 - August 2005
Job Controller at LDR Capital Mangement LLC
Industry Financial Services
Experience
LDR Capital Mangement LLC October 2011 - Present
Big 5 Asset Management February 2010 - May 2012
Cambiar Investors August 2005 - February 2010
Old Mutual March 2005 - August 2005
Itros Capital Management October 2002 - July 2005
Invesco Aim 1994 - 2002
Skills
Accounting, Financial Reporting, Financial Services, Hedge Funds, Derivatives, Asset Management, Equities, Mutual Funds, Settlement, Project Management, Process Improvement, Back Office, Investments, Fund Accounting, Account Reconciliation, Business Process, Securities, Relationship Management, Operations Management, Fund Administration
Education
University of Colorado Denver 1990 — 1993
Bachelor, Business/Accounting/Economics
Mgsr. John R. Hackett
LDR Capital Mangement LLC October 2011 - Present
Big 5 Asset Management February 2010 - May 2012
Cambiar Investors August 2005 - February 2010
Old Mutual March 2005 - August 2005
Itros Capital Management October 2002 - July 2005
Invesco Aim 1994 - 2002
Skills
Accounting, Financial Reporting, Financial Services, Hedge Funds, Derivatives, Asset Management, Equities, Mutual Funds, Settlement, Project Management, Process Improvement, Back Office, Investments, Fund Accounting, Account Reconciliation, Business Process, Securities, Relationship Management, Operations Management, Fund Administration
Education
University of Colorado Denver 1990 — 1993
Bachelor, Business/Accounting/Economics
Mgsr. John R. Hackett
Jennifer Garcia's Old Mutual Experience 2006 - 2008
Job Assistant Director for Special Events at UW Medicine Advancement
Industry Events Services
Experience
UW Medicine Advancement September 2013 - March 2014
SportsMark Management Group November 2009 - July 2013
Life Technologies June 2009 - October 2009
Old Mutual 2006 - 2008
Transamerica Capital 2004 - 2006
Skills
Account Management, Sponsorship, Event Management, Marketing Strategy, Marketing, Marketing Communications, Social Media Marketing, Advertising, Event Planning, Digital Marketing, Integrated Marketing, Relationship Marketing, Sales, Public Relations, Brand Development
Education
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science (BS), Marketing
UW Medicine Advancement September 2013 - March 2014
SportsMark Management Group November 2009 - July 2013
Life Technologies June 2009 - October 2009
Old Mutual 2006 - 2008
Transamerica Capital 2004 - 2006
Skills
Account Management, Sponsorship, Event Management, Marketing Strategy, Marketing, Marketing Communications, Social Media Marketing, Advertising, Event Planning, Digital Marketing, Integrated Marketing, Relationship Marketing, Sales, Public Relations, Brand Development
Education
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Bachelor of Science (BS), Marketing
Shanna Thomas's Old Mutual Experience 2005 - 2009
Job Agency Case Manager at GFD
Industry Insurance
Experience
Global Financial Distributors, Inc. 2013 - Present
Global Financial Distributors, Inc. 2012 - Present
Dell 2010 - 2011
Old Mutual 2005 - 2009
Nease, Lagana, Eden & Culley 2000 - 2004
ING 1998 - 2000
Assurant Solutions 1988 - 1998
Skills
Investments, Disability Insurance, Life Insurance, Insurance, 401k, Customer Service, Financial Planning, Brokers, Employee Benefits, Fixed Annuities, Sales, Strategic Planning, Financial Services, Management, Leadership, Relationship Management, Term Life Insurance, Finance, Retirement, Microsoft Office, CRM, Team Building
Education
Ashford University
Bachelor of Communication
University of Phoenix
Healthcare Administration
Global Financial Distributors, Inc. 2013 - Present
Global Financial Distributors, Inc. 2012 - Present
Dell 2010 - 2011
Old Mutual 2005 - 2009
Nease, Lagana, Eden & Culley 2000 - 2004
ING 1998 - 2000
Assurant Solutions 1988 - 1998
Skills
Investments, Disability Insurance, Life Insurance, Insurance, 401k, Customer Service, Financial Planning, Brokers, Employee Benefits, Fixed Annuities, Sales, Strategic Planning, Financial Services, Management, Leadership, Relationship Management, Term Life Insurance, Finance, Retirement, Microsoft Office, CRM, Team Building
Education
Ashford University
Bachelor of Communication
University of Phoenix
Healthcare Administration
Cherie Mason's Old Mutual Experience November 2005 - July 2008
Job Regional Retirement Specialist/ Employee Benefit Specialist at Principal Financial Group/ Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group March 2012 - Present
American Family Life Assurance Co July 2010 - October 2011
Wells Fargo Advantage July 2008 - January 2010
Old Mutual November 2005 - July 2008
Northern January 2001 - October 2005
Morgan Stanley March 2000 - December 2000
Banc of America January 1999 - March 2000
Bank of America April 1997 - July 1999
Commercial Federal Bank June 1990 - April 1997
Skills
Mutual Funds, Retirement, Investments, Financial Services, Securities, 401k, Retirement Planning, IRAs, Financial Advisory, Insurance, Portfolio Management, Management, Finance, Employee Benefits, Economics, Fixed Annuities, Wealth Management, Relationship Management, Life Insurance, Asset Allocation, Small Business, Business Development, Asset Managment, Disability Insurance, Equities, Strategic Financial..., Financial Planners, Brokers, Investment Advisory, Estate Planning, Pensions, Long-term Care, Uniform Combined State..., Investment Strategies
Education
Keller Graduate School of Management of DeVry University
Master’s Degree, Accounting and Financial Management - Accouting
Metropolitan State University of Denver 2001 — 2004
Bachelors, Finance
College for Financial Planning
Master's, Financial Planning
Principal Financial Group March 2012 - Present
American Family Life Assurance Co July 2010 - October 2011
Wells Fargo Advantage July 2008 - January 2010
Old Mutual November 2005 - July 2008
Northern January 2001 - October 2005
Morgan Stanley March 2000 - December 2000
Banc of America January 1999 - March 2000
Bank of America April 1997 - July 1999
Commercial Federal Bank June 1990 - April 1997
Skills
Mutual Funds, Retirement, Investments, Financial Services, Securities, 401k, Retirement Planning, IRAs, Financial Advisory, Insurance, Portfolio Management, Management, Finance, Employee Benefits, Economics, Fixed Annuities, Wealth Management, Relationship Management, Life Insurance, Asset Allocation, Small Business, Business Development, Asset Managment, Disability Insurance, Equities, Strategic Financial..., Financial Planners, Brokers, Investment Advisory, Estate Planning, Pensions, Long-term Care, Uniform Combined State..., Investment Strategies
Education
Keller Graduate School of Management of DeVry University
Master’s Degree, Accounting and Financial Management - Accouting
Metropolitan State University of Denver 2001 — 2004
Bachelors, Finance
College for Financial Planning
Master's, Financial Planning
Jim Diaz's Old Mutual Experience March 2006 - August 2009
Job Denver Commercial Coatings
Industry Commercial Real Estate
Experience
Denver Commercial Coatings 2012 - Present
ALPS Fund Services, Inc. April 2010 - 2011
Old Mutual March 2006 - August 2009
FundMark 1993 - 2000
Skills
Investments, Business Development, Relationship Management, CRM, Commercial Coatings, Portfolio Management, Management, Budgets
Education
University of Denver
University of Wisconsin-La Crosse
Denver Commercial Coatings 2012 - Present
ALPS Fund Services, Inc. April 2010 - 2011
Old Mutual March 2006 - August 2009
FundMark 1993 - 2000
Skills
Investments, Business Development, Relationship Management, CRM, Commercial Coatings, Portfolio Management, Management, Budgets
Education
University of Denver
University of Wisconsin-La Crosse
Calvin Egnew's Old Mutual Experience July 2009 - April 2011
Job Sr Associate Actuary at Fidelity & Guaranty Life
Industry Financial Services
Experience
Fidelity & Guaranty Life April 2011 - Present
Old Mutual July 2009 - April 2011
Ohio National Financial Services January 2008 - July 2009
Great American Financial Resources July 2005 - January 2008
Skills
Actuarial Science, ALM, Financial Risk, Fixed Annuities, Insurance, Actuaries, Life Insurance, Financial Modeling, Financial Analysis
Education
Ball State University 2002 — 2005
Bachelor of Science (B.S.), Actuarial Science
Weber State University 2000 — 2002
Associate of Science (AS), General Studies
Fidelity & Guaranty Life April 2011 - Present
Old Mutual July 2009 - April 2011
Ohio National Financial Services January 2008 - July 2009
Great American Financial Resources July 2005 - January 2008
Skills
Actuarial Science, ALM, Financial Risk, Fixed Annuities, Insurance, Actuaries, Life Insurance, Financial Modeling, Financial Analysis
Education
Ball State University 2002 — 2005
Bachelor of Science (B.S.), Actuarial Science
Weber State University 2000 — 2002
Associate of Science (AS), General Studies
Joyce Hanley's Old Mutual Experience 2004 - 2009
Job Office Manager at Old Mutual Capital
Industry Financial Services
Experience
Sherr Puttmann Akins Lamb, P.C. March 2013 - Present
Old Mutual Capital December 2004 - September 2009
Old Mutual 2004 - 2009
FRx Software/Microsoft Corporation 1999 - 2004
Microsoft Corporation 1999 - 2004
Microsoft-FRx 1999 - 2004
Microsoft Corporatoin 1999 - 2004
FRx Software 1999 - 2001
Skills
Microsoft Office, Microsoft Excel, Outlook, Customer Service, Budgets, Management, Process Improvement, Business Analysis, Mutual Funds, Vendor Management, Software Documentation, Administration
Education
Arizona State University
Zoology/Animal Biology
Sherr Puttmann Akins Lamb, P.C. March 2013 - Present
Old Mutual Capital December 2004 - September 2009
Old Mutual 2004 - 2009
FRx Software/Microsoft Corporation 1999 - 2004
Microsoft Corporation 1999 - 2004
Microsoft-FRx 1999 - 2004
Microsoft Corporatoin 1999 - 2004
FRx Software 1999 - 2001
Skills
Microsoft Office, Microsoft Excel, Outlook, Customer Service, Budgets, Management, Process Improvement, Business Analysis, Mutual Funds, Vendor Management, Software Documentation, Administration
Education
Arizona State University
Zoology/Animal Biology
John Varvaris's Old Mutual Experience 2000 - 2006
Job Executive VP and CFO at Best Doctors
Industry Insurance
Experience
Best Doctors Senior Managing DirectorSmart Business Consulting2006 - 2008
SMART Business Advisory and Consulting 2006 - 2008
Old Mutual Financial Network 2001 - 2006
Old Mutual 2000 - 2006
Ernst & Young 1979 - 2000
Ernst & Whinney 1987 - 1994
Education
Loyola University Maryland 2001 — 2005
Masters in Finance, MSF
Shippensburg University of Pennsylvania 1976 — 1980
BSBA, Accounting
Best Doctors Senior Managing DirectorSmart Business Consulting2006 - 2008
SMART Business Advisory and Consulting 2006 - 2008
Old Mutual Financial Network 2001 - 2006
Old Mutual 2000 - 2006
Ernst & Young 1979 - 2000
Ernst & Whinney 1987 - 1994
Education
Loyola University Maryland 2001 — 2005
Masters in Finance, MSF
Shippensburg University of Pennsylvania 1976 — 1980
BSBA, Accounting
Halinka (Stanidis) Dunkerley's Old Mutual Experience February 1999 - October 2001
Job Senior Vice President at Triton Pacific Capital
Industry Real Estate
Experience
Triton Pacific Capital May 2011 - Present
Heitman November 2001 - March 2006
Old Mutual February 1999 - October 2001
Nedcor January 1997 - January 1999
Jones Lang LaSalle October 1994 - December 1996
Skills
Investments, Negotiation, Marketing, Real Estate, Business Planning, Asset Management, Portfolio Management, Strategy, Asset Managment, Equities, Management, Analysis, Investment Properties, New Business Development, Property, Acquisitions, Real Estate Transactions, Private Equity, Property Management, Investor Relations, Investment Banking, Sales, Financial Modeling, Investors, Strategic Planning, Project Management, Valuation, Financial Structuring
Education
City University London 1993 — 1994
MSc, Real Estate Investment & Finance
City University London 1994 — 1995
MA (Dip), Real Estate Valuations & Law
Triton Pacific Capital May 2011 - Present
Heitman November 2001 - March 2006
Old Mutual February 1999 - October 2001
Nedcor January 1997 - January 1999
Jones Lang LaSalle October 1994 - December 1996
Skills
Investments, Negotiation, Marketing, Real Estate, Business Planning, Asset Management, Portfolio Management, Strategy, Asset Managment, Equities, Management, Analysis, Investment Properties, New Business Development, Property, Acquisitions, Real Estate Transactions, Private Equity, Property Management, Investor Relations, Investment Banking, Sales, Financial Modeling, Investors, Strategic Planning, Project Management, Valuation, Financial Structuring
Education
City University London 1993 — 1994
MSc, Real Estate Investment & Finance
City University London 1994 — 1995
MA (Dip), Real Estate Valuations & Law
Lisa Hannon's Old Mutual Experience July 2005 - January 2010
Job Tax Manager at TD Securities
Industry Financial Services
Experience
TD Securities May 2011 - Present
Cantor Fitzgerald January 2010 - May 2011
Old Mutual July 2005 - January 2010
Skills
Tax, Due Diligence, Tax Preparation, Internal Audit, Strategic Financial..., Corporate Finance, General Ledger, Account Reconciliation, Financial Modeling, Mergers & Acquisitions, SEC filings, CPA, International Tax, Tax Returns, Finance, Financial Statements
Education
Northeastern University
Masters, Taxation
Other
Southern New Hampshire University
Bachelors, Accounting
TD Securities May 2011 - Present
Cantor Fitzgerald January 2010 - May 2011
Old Mutual July 2005 - January 2010
Skills
Tax, Due Diligence, Tax Preparation, Internal Audit, Strategic Financial..., Corporate Finance, General Ledger, Account Reconciliation, Financial Modeling, Mergers & Acquisitions, SEC filings, CPA, International Tax, Tax Returns, Finance, Financial Statements
Education
Northeastern University
Masters, Taxation
Other
Southern New Hampshire University
Bachelors, Accounting
Daniel Ferszt's Old Mutual Experience July 2010 - December 2011
Job Financial Services Professional
Industry Financial Services
Experience
Old Mutual July 2010 - December 2011
Old Mutual April 2007 - July 2009
Charles Schwab February 2006 - March 2007
OppenheimerFunds 2003 - 2006
Morgan Stanley March 2005 - December 2005
Oppenheimer Funds August 2002 - March 2005
Merrill Lynch 2000 - 2003
Merrill Lynch August 1999 - August 2002
Skills
Mutual Funds
Education
University of Colorado Denver 2004 — 2006
University of Colorado 1993 — 1998
Bachelor of Science, Accounting and Finance
University of Colorado
Master, Business Administration
Old Mutual July 2010 - December 2011
Old Mutual April 2007 - July 2009
Charles Schwab February 2006 - March 2007
OppenheimerFunds 2003 - 2006
Morgan Stanley March 2005 - December 2005
Oppenheimer Funds August 2002 - March 2005
Merrill Lynch 2000 - 2003
Merrill Lynch August 1999 - August 2002
Skills
Mutual Funds
Education
University of Colorado Denver 2004 — 2006
University of Colorado 1993 — 1998
Bachelor of Science, Accounting and Finance
University of Colorado
Master, Business Administration
Jerome Jansen's Old Mutual Experience December 1994 - June 1996
Job Software Engineer
Industry Information Technology and Services
Experience
Booz Allen Hamilton October 2013 - Present
Government Contractor January 1998 - October 2013
National Data Systems, NDS June 1996 - June 1997
OLD MUTUAL December 1994 - June 1996
SANLAM January 1993 - December 1994
Skills
Unix, Requirements Analysis, Agile Methodologies, Oracle, Enterprise Architecture, Subversion, Software Development, Java, SQL, System Architecture, Configuration Management, Hadoop, SDLC, Linux, Solaris, Integration, Scrum, Cloud Computing, Perl, Microsoft SQL Server, System Testing, XML, Databases, C++, Java Enterprise Edition, Systems Analysis, Software Design, Red Hat Linux, Web Applications, SOA, JSP, AJAX, JSF, Motif, X11, DB2, Quality Center, Requirements Gathering, C/C++, Xwindows, accumulo, whirr, openstack, Puppet, IaaS, Kanban, Git, Behaviour Driven..., RSpec, sonarqube
Education
University of Cape Town 1989 — 1992
B.Sc, Computer Science
Booz Allen Hamilton October 2013 - Present
Government Contractor January 1998 - October 2013
National Data Systems, NDS June 1996 - June 1997
OLD MUTUAL December 1994 - June 1996
SANLAM January 1993 - December 1994
Skills
Unix, Requirements Analysis, Agile Methodologies, Oracle, Enterprise Architecture, Subversion, Software Development, Java, SQL, System Architecture, Configuration Management, Hadoop, SDLC, Linux, Solaris, Integration, Scrum, Cloud Computing, Perl, Microsoft SQL Server, System Testing, XML, Databases, C++, Java Enterprise Edition, Systems Analysis, Software Design, Red Hat Linux, Web Applications, SOA, JSP, AJAX, JSF, Motif, X11, DB2, Quality Center, Requirements Gathering, C/C++, Xwindows, accumulo, whirr, openstack, Puppet, IaaS, Kanban, Git, Behaviour Driven..., RSpec, sonarqube
Education
University of Cape Town 1989 — 1992
B.Sc, Computer Science
sibo khuzwayo's Old Mutual Experience 2002 - 2007
Job deosibo
Industry Financial Services
Experience
New York April 2013 - Present
Deosibo LLC March 2011 - Present
New York City, Office of the Mayor ( AmeriCorps) 2009 - 2010
Old Mutual 2002 - 2007
National Prosecuting Authority 2000 - 2002
IDASA 1998 - 2000
Skills
Fraud, Private Investigations, Strategy, Leadership, Enforcement, Financial Risk, Police, Logistics, Risk Management, Economics, Banking, Insurance, Legal Research, Finance, Business Strategy, Team Building, Mediation, Criminal Law
Education
Albany Law School of Union University 2008 — 2009
Master of Laws (LL.M.), Law
The FBI National Academy, Quantico, Virginia 2000 — 2000
Law, Behavioral Science, Forensic Science, Understanding terrorism and terrorist mindsets
University of Zululand/Universiteit van Zululand
B.Iuris, Law
New York April 2013 - Present
Deosibo LLC March 2011 - Present
New York City, Office of the Mayor ( AmeriCorps) 2009 - 2010
Old Mutual 2002 - 2007
National Prosecuting Authority 2000 - 2002
IDASA 1998 - 2000
Skills
Fraud, Private Investigations, Strategy, Leadership, Enforcement, Financial Risk, Police, Logistics, Risk Management, Economics, Banking, Insurance, Legal Research, Finance, Business Strategy, Team Building, Mediation, Criminal Law
Education
Albany Law School of Union University 2008 — 2009
Master of Laws (LL.M.), Law
The FBI National Academy, Quantico, Virginia 2000 — 2000
Law, Behavioral Science, Forensic Science, Understanding terrorism and terrorist mindsets
University of Zululand/Universiteit van Zululand
B.Iuris, Law
Noah Hofmann-Smith's Old Mutual Experience December 2007 - July 2010
Job Tier4 Engineer at Tableau Software
Industry Computer Software
Experience
Tableau Software April 2014 - Present
CrystalCommerce May 2013 - September 2013
Milliman August 2010 - January 2013
Old Mutual December 2007 - July 2010
Milliman March 2006 - July 2007
Conseco August 2004 - March 2006
Skills
Software Development, Applied Mathematics, Data Analysis, Agile Methodologies, Quantitative Models, Ruby, Rails, Linux, Python, C, C++, SQL, RSpec, SAS, Scheme, Javascript, Grid Computing, Data Science, Data Modeling, Data Warehousing, Applied Probability, Statistics, Windows Azure
Education
Portland State University 2003 — 2004
Bachelor of Science (BS), Mathematics
Grinnell College 1998 — 2000
Mathematics
Portland State University 1997 — 1998
Bachelor of Science, Mathematics
David Douglas High School 1993 — 1997
High School Diploma
Tableau Software April 2014 - Present
CrystalCommerce May 2013 - September 2013
Milliman August 2010 - January 2013
Old Mutual December 2007 - July 2010
Milliman March 2006 - July 2007
Conseco August 2004 - March 2006
Skills
Software Development, Applied Mathematics, Data Analysis, Agile Methodologies, Quantitative Models, Ruby, Rails, Linux, Python, C, C++, SQL, RSpec, SAS, Scheme, Javascript, Grid Computing, Data Science, Data Modeling, Data Warehousing, Applied Probability, Statistics, Windows Azure
Education
Portland State University 2003 — 2004
Bachelor of Science (BS), Mathematics
Grinnell College 1998 — 2000
Mathematics
Portland State University 1997 — 1998
Bachelor of Science, Mathematics
David Douglas High School 1993 — 1997
High School Diploma
Jagat Patel's Old Mutual Experience July 2006 - August 2007
Job Sr. Data Architect / DBA
Industry Financial Services
Experience
Reval August 2007 - Present
Old Mutual July 2006 - August 2007
Quanta Holding October 2002 - May 2006
Hersha Hospitality Trust January 1998 - September 2002
Maytag Corp June 1997 - December 1997
Cont'd October 1996 - June 1997
Mukesh Engineering LTD September 1995 - September 1996
Skills
Microsoft SQL Server, Databases, SQL, Unix, T-SQL, Database Administration, Data Center, SQL Tuning, Data Migration, Servers, Access, Microsoft Exchange, Stored Procedures, Replication, High Availability, Security, Windows, Management, SDLC, DTS
Education
Nagpur University 1990 — 1994
Bachelor of Science, Electronics Engineering
Reval August 2007 - Present
Old Mutual July 2006 - August 2007
Quanta Holding October 2002 - May 2006
Hersha Hospitality Trust January 1998 - September 2002
Maytag Corp June 1997 - December 1997
Cont'd October 1996 - June 1997
Mukesh Engineering LTD September 1995 - September 1996
Skills
Microsoft SQL Server, Databases, SQL, Unix, T-SQL, Database Administration, Data Center, SQL Tuning, Data Migration, Servers, Access, Microsoft Exchange, Stored Procedures, Replication, High Availability, Security, Windows, Management, SDLC, DTS
Education
Nagpur University 1990 — 1994
Bachelor of Science, Electronics Engineering
Anele Mbana's Old Mutual Experience August 2010 - December 2011
Job Senior Associate: Risk Assurance at PwC
Industry Accounting
Experience
PwC January 2012 - Present
Old Mutual August 2010 - December 2011
City of Cape Town December 2009 - July 2010
KPMG Advisory April 2008 - November 2009
Skills
Assurance, Consolidation, Financial Reporting, Auditing, Project Management, Accounting, Financial Risk, Financial Analysis, Business Process
Education
University of KwaZulu-Natal 2004 — 2004
Bcom - Honours, Accounting
University of Cape Town 2000 — 2003
Bcom, Accounting
PwC January 2012 - Present
Old Mutual August 2010 - December 2011
City of Cape Town December 2009 - July 2010
KPMG Advisory April 2008 - November 2009
Skills
Assurance, Consolidation, Financial Reporting, Auditing, Project Management, Accounting, Financial Risk, Financial Analysis, Business Process
Education
University of KwaZulu-Natal 2004 — 2004
Bcom - Honours, Accounting
University of Cape Town 2000 — 2003
Bcom, Accounting
Camilla Odelius's Old Mutual Experience November 2007 - November 2007
Job Senior Compensation Analyst at NYU Langone Medical Center
Industry Human Resources
Experience
NYU Langone Medical Center September 2013 - Present
NYU Langone Medical Center September 2012 - September 2013
NYU Langone Medical Center November 2011 - September 2012
NYU Langone Medical Center September 2011 - November 2011
Trygg-Hansa May 2010 - August 2010
Skandia June 2006 - January 2008
Old Mutual November 2007 - November 2007
The Nordic Museum Restaurant January 2004 - June 2007
Education
Loyola Marymount University, College of Business Administration 2007 — 2011
Bachelor of Business Administration, HR Management
NYU Langone Medical Center September 2013 - Present
NYU Langone Medical Center September 2012 - September 2013
NYU Langone Medical Center November 2011 - September 2012
NYU Langone Medical Center September 2011 - November 2011
Trygg-Hansa May 2010 - August 2010
Skandia June 2006 - January 2008
Old Mutual November 2007 - November 2007
The Nordic Museum Restaurant January 2004 - June 2007
Education
Loyola Marymount University, College of Business Administration 2007 — 2011
Bachelor of Business Administration, HR Management
Claire Hyoeun Jang's Old Mutual Experience 2012 - 2013
Job Sr. Actuarial Associate
Industry Insurance
Experience
Prudential Financial 2013 - Present
Old Mutual 2012 - 2013
The Guardian Life Insurance Company of America 2011 - 2011
Samsung Fire & Marine Insurance 2008 - 2010
Skills
Visual Basic, Actuarial Science, Microsoft Excel, Actuarial Exams, Financial Modeling
Education
Columbia University in the City of New York 2010 — 2012
Master of Science, Actuarial Science
Hankuk University of Foreign Studies 2003 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Prudential Financial 2013 - Present
Old Mutual 2012 - 2013
The Guardian Life Insurance Company of America 2011 - 2011
Samsung Fire & Marine Insurance 2008 - 2010
Skills
Visual Basic, Actuarial Science, Microsoft Excel, Actuarial Exams, Financial Modeling
Education
Columbia University in the City of New York 2010 — 2012
Master of Science, Actuarial Science
Hankuk University of Foreign Studies 2003 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Lilian James's Old Mutual Experience January 2007 - October 2011
Job CHRP
Industry Human Resources
Experience
Western Union Business Solutions October 2014 - Present
Catholic Crosscultural Services February 2014 - August 2014
Jitegemea Credit Scheme January 2011 - June 2012
Old Mutual January 2007 - October 2011
Faulu Kenya January 2004 - December 2006
Skills
Training, Project Management, Team Leadership, Leadership, Organizational..., Performance Management, Customer Service, Research, Business Development, Employee Relations, Financial Analysis, Change Management, Recruiting, Microsoft Excel, Risk Management, Leadership Development, Employee Engagement, Recruitment, Microsoft Word, PowerPoint
Education
Seneca College of Applied Arts and Technology 2014 — 2014
Post Graduate, Human Resources Management and Services
University of Nairobi 2009 — 2010
Masters in Business Administration, Human Resource Management, MBA
Kenya Institute of Management 2001 — 2003
Diploma, Business, Management, Marketing, and Related Support Services, A
Kenyatta University 1994 — 1998
Bachelor of Education (B.Ed.), Library and Information Science, Honours
Humber/ACCESS Services
Digital Marketing, Social Media Marketing, Pass/Completed
Western Union Business Solutions October 2014 - Present
Catholic Crosscultural Services February 2014 - August 2014
Jitegemea Credit Scheme January 2011 - June 2012
Old Mutual January 2007 - October 2011
Faulu Kenya January 2004 - December 2006
Skills
Training, Project Management, Team Leadership, Leadership, Organizational..., Performance Management, Customer Service, Research, Business Development, Employee Relations, Financial Analysis, Change Management, Recruiting, Microsoft Excel, Risk Management, Leadership Development, Employee Engagement, Recruitment, Microsoft Word, PowerPoint
Education
Seneca College of Applied Arts and Technology 2014 — 2014
Post Graduate, Human Resources Management and Services
University of Nairobi 2009 — 2010
Masters in Business Administration, Human Resource Management, MBA
Kenya Institute of Management 2001 — 2003
Diploma, Business, Management, Marketing, and Related Support Services, A
Kenyatta University 1994 — 1998
Bachelor of Education (B.Ed.), Library and Information Science, Honours
Humber/ACCESS Services
Digital Marketing, Social Media Marketing, Pass/Completed
paulos nyamudeza's Old Mutual Experience May 2004 - August 2006
Job grocery cleck at a andp supermarkets
Industry Retail
Experience
a andp supermarkets April 2007 - Present
Old mutual May 2004 - August 2006
Traffic Solutions January 2003 - May 2004
Skills
Store Management, Retail, Merchandising, Inventory Management, Loss Prevention, Inventory Control, Profit, Store Operations, Planograms, Visual Merchandising, Grocery, Shrinkage, Assortment, P&L, Retail Sales, Big Box, POS, CPFR, Driving Results, New Store Openings, Cashiering, Merchandise Planning, Multi-unit, Wholesale
Education
Saint Peter's University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
University of South Africa/Universiteit van Suid-Afrika 1998 — 2002
Bachelor's degree US Equivalent, Marketing/Marketing Management, General
a andp supermarkets April 2007 - Present
Old mutual May 2004 - August 2006
Traffic Solutions January 2003 - May 2004
Skills
Store Management, Retail, Merchandising, Inventory Management, Loss Prevention, Inventory Control, Profit, Store Operations, Planograms, Visual Merchandising, Grocery, Shrinkage, Assortment, P&L, Retail Sales, Big Box, POS, CPFR, Driving Results, New Store Openings, Cashiering, Merchandise Planning, Multi-unit, Wholesale
Education
Saint Peter's University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
University of South Africa/Universiteit van Suid-Afrika 1998 — 2002
Bachelor's degree US Equivalent, Marketing/Marketing Management, General
Sarish Ramdial's Old Mutual Experience May 2010 - January 2015
Job Actuarial Analyst
Industry Financial Services
Experience
Old Mutual May 2010 - January 2015
Kingston Ross Pasnak LLP 2008 - 2009
Skills
Actuarial Science, Valuation Modeling, Data Analysis, Financial Risk, Financial Modeling, Pensions, Financial Analysis, Finance, Insurance, Valuation, VBA, Risk Management, Financial Reporting
Education
University of Alberta 2003 — 2007
B.Sc Specialization (Hons), Actuarial Science
Old Mutual May 2010 - January 2015
Kingston Ross Pasnak LLP 2008 - 2009
Skills
Actuarial Science, Valuation Modeling, Data Analysis, Financial Risk, Financial Modeling, Pensions, Financial Analysis, Finance, Insurance, Valuation, VBA, Risk Management, Financial Reporting
Education
University of Alberta 2003 — 2007
B.Sc Specialization (Hons), Actuarial Science
Cindy Boyle (Laderach)'s Old Mutual Experience August 2011 - Present
Job Financial Advisor at Old Mutual
Industry Financial Services
Experience
Old Mutual August 2011 - Present
Compendium Insurance Group January 2010 - July 2011
Promotions4U January 2009 - December 2009
Skills
Insurance, Investments, Management, Training, Finance, Marketing, Retirement, Employee Benefits, Fixed Annuities, Financial Risk, Project Management, Estate Planning, Underwriting, Term Life Insurance, Policy, Cold Calling, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds
Education
University of South Africa 2010 — 2012
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
Old Mutual August 2011 - Present
Compendium Insurance Group January 2010 - July 2011
Promotions4U January 2009 - December 2009
Skills
Insurance, Investments, Management, Training, Finance, Marketing, Retirement, Employee Benefits, Fixed Annuities, Financial Risk, Project Management, Estate Planning, Underwriting, Term Life Insurance, Policy, Cold Calling, Retirement Planning, Wealth Management, Strategic Financial..., Mutual Funds
Education
University of South Africa 2010 — 2012
Bachelor of Commerce (B.Com.), Finance and Financial Management Services
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO