Old Mutual Financial Network
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Old Mutual Financial Network Employees
Genworth Financial May 2014 - Present
Genworth Financial December 2013 - May 2014
Towers Watson February 2009 - October 2013
Old Mutual Financial Network 2006 - 2009
Conseco 2004 - 2006
Prudential Financial May 2003 - April 2004
American Skandia November 2000 - April 2003
Skills
Financial Management, Risk Management, Product Development, Managerial Finance, Actuarial Science, Financial Reporting, Forecasting, Business Planning, Mergers & Acquisitions, Life Insurance, Fixed Annuities, ALM, Enterprise Risk..., Financial Services, Valuation, Analysis, Insurance, Reinsurance, Financial Modeling
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics 1983 — 1987
BS, Business & Math
The Network February 2015 - Present
RGBG Mobile Consulting May 2014 - Present
rappidApp by SignUp4 July 2013 - April 2014
AirWatch by VMware April 2013 - June 2013
AirWatch by VMware March 2012 - April 2013
GDP Business Solutions, Inc. - A Xerox Company February 2009 - March 2012
Old Mutual Financial Network July 2007 - February 2009
Bank of America July 2006 - June 2007
Skills
Mobile Device Management, Mobile Security, Enterprise Mobility, Software Sales, SaaS, Cloud Computing, Salesforce.com, Microsoft Office, Network Security, Contract Negotiation, Solution Selling, CRM, Sales Process, Mobile Devices, Enterprise Software, Account Management, Pre-sales, Sales, Sales Operations, Business Development, Strategy, Direct Sales, Mobile Applications, Leadership, Software Industry, Online Marketing, Integration, Management, Selling, Security, Lead Generation, Cold Calling, Consulting, Strategic Partnerships, B2B, Sales Presentations, Professional Services, Channel Partners, New Business Development, Managed Services, Sales Management, Networking, Demand Generation, Competitive Analysis, Strategic Planning, Partner Management, Complex Sales, Go-to-market Strategy
Education
Augusta State University - College of Business Administration 2001 — 2006
BBA, Marketing
Harrison High School 1997 — 2001
College Prep Diploma
R. Piedmont & Associates January 2012 - Present
Celebree Learning Centers December 2013 - January 2015
Catalyst IT Services December 2012 - November 2013
Algeco Scotsman August 2008 - January 2012
Old Mutual Financial Network March 2006 - April 2008
Baltimore City Public Schools 2003 - 2005
Allfirst Bank June 2000 - August 2003
Williams Scotsman May 1995 - June 2000
Bank of America December 1988 - April 1995
BayBank June 1985 - December 1988
Skills
Strategic Planning, Financial Reporting, Financial Planning, Analysis, Accounting, Coaching, Team Building, Budgeting, Negotiation, Financial Analysis, Operations Management, Banking, Financial Modeling, Forecasting, Internal Controls, Mergers, Investments, Business Planning, Supply Chain Management, Process Improvement, Sales Management, Contract Negotiation, Public Speaking, Business Process..., Due Diligence, Business Strategy, Financial Management, Change Management, Management Consulting, Corporate Finance, SOX, Asset Management, Insurance, Administration, Portfolio Management, Inventory Management, PowerPoint, Account Management, Process Engineering, Research, Cash Management, ERP, Team Leadership, Service Orientation, Customer Relations, Problem Solving, Planning, Compliance, Real Estate, Data Modeling
Education
Boston University Questrom School of Business 1984 — 1988
MBA, Financial Services
Fordham University 1977 — 1981
BS, Business
ccbc
Fidelity & Guaranty Life July 2009 - Present
Old Mutual Financial Network June 2008 - August 2008
Education
Towson University 2005 — 2009
B.S., Mathematics, Actuarial Science and Risk Management
CareerBuilder.com August 2014 - Present
Piton Interactive LLC August 2013 - Present
Satori Interactive August 2013 - August 2014
TSYS March 2012 - August 2013
Sagepath Inc. 2011 - 2012
Satori Consulting Inc. February 2010 - July 2011
Old Mutual Financial Network 2008 - 2009
The Salvation Army 2006 - 2008
Skills
User Experience, Interaction Design, Information Architecture, User Interface Design, Lean UX, Usability Testing, User Research, Web Design, Graphic Design, User Experience Design, Mobile Applications, E-commerce, Adobe Creative Suite, Axure, InDesign, Front-end, Creative Direction, Logo Design, CSS, Mobile Devices, Illustrator, Digital Strategy, SEO, Human-computer..., Visio, OmniGraffle, Focus Groups, Personas, Accessibility, Business Analysis, Web Standards, QuarkXPress, Survey Design, JavaScript, Camtasia, Human Computer..., FocusVision, Prototyping, CaseComplete, JavaScript Frameworks, Front-end Development, Mobile Application...
Education
Art Institute of Atlanta 2009 — 2011
BFA, Web Design and Interactive Media
Art Institute of Atlanta 2004 — 2006
AA, Graphic Design
Clearwater Investment Management LLC February 2012 - Present
Individual Investor February 2008 - January 2012
Old Mutual Financial Network March 2007 - January 2008
New York Life Investment Management May 1998 - April 2006
Skills
Portfolio Management, Investments, Mutual Funds, Insurance, Asset Managment, Financial Services, Fixed Income, Relationship Management, Risk Management, Derivatives, Financial Analysis, Fixed Annuities, Finance, Life Insurance, Asset Allocation, Securities, Hedge Funds, Asset Management
Education
Rutgers Business School 1992 — 1994
MBA, Finance
Rutgers University-New Brunswick 1987 — 1991
BA, Political Science
Somerville High 1983 — 1987
Fidelity & Guaranty Life September 1993 - Present
Old Mutual Financial Network September 1993 - April 2011
Fidelity and Guaranty Life Insurance Company September 1993 - January 2007
United Pacific Life Insurance Company May 1990 - September 1993
Union Fidelity Life Insurance Company May 1987 - May 1990
Skills
Actuarial Science, Fixed Annuities, ALM, Investments, Risk Management, Life Insurance, Retirement Planning, Financial Risk, Financial Analysis, Embedded Value, Portfolio Management, Insurance, Reinsurance, Variable Annuities, Financial Services, Financial Modeling
Education
Lebanon Valley College 1984 — 1988
BS, Actuarial Science
Voya Investment Management March 2014 - Present
ING Investment Management February 2012 - March 2014
Fidelity & Guaranty Life April 2011 - February 2012
Old Mutual Financial Network March 2008 - April 2011
Ernst & Young September 2005 - December 2007
Skills
Financial Reporting
Education
Loyola University Maryland 2001 — 2005
BBA, Accounting
Independent Contractor / Consultant October 2013 - Present
Constellation Energy May 2012 - February 2013
Echelon Life, LLC April 2008 - January 2013
Fannie Mae February 2009 - February 2011
Old Mutual Financial Network June 2007 - February 2009
Legg Mason April 2004 - June 2007
PFPC July 2001 - October 2003
DuPont Capital Management May 1999 - April 2001
Skills
Internal Audit, Internal Controls, Process Improvement, Program Management, Analysis, Sarbanes-Oxley Act, Leadership, Management Consulting, Sarbanes-Oxley, Budgets, Strategic Planning, Event Planning, Team Building
Education
Temple University 1994 — 1999
BBA, Accounting, Economics, Finance
State Street Global Advisors June 2013 - Present
SunGard Financial Systems July 2012 - June 2013
Boston Technologies Inc September 2011 - March 2012
Old Mutual Asset Management Trust Company June 2008 - September 2011
Old Mutual Financial Network September 2007 - June 2008
Old Mutual Asset Management September 2003 - June 2008
Old Mutual Investment Group South Africa June 2005 - June 2006
FundQuest May 2002 - October 2003
NCR Corporation May 1998 - August 2001
Skills
Project Management, Event Management, Marketing Communications
Education
Emerson College 2001 — 2003
MA Integrated Marketing Communications
Clemson University 1994 — 1998
BS Marketing
Kettering Fairmont
•American InterContinental University
US Department of Health and Human Services, Administration for Children and Family (ACF) March 2013 - Present
Collins Consulting March 2013 - 2013
DRS Defense Solutions January 2012 - August 2012
Millenium Challenge Corporation (Current Contract) June 2011 - January 2012
Consultant January 2009 - July 2011
Deloitte January 2009 - December 2009
Old Mutual Financial Network 2005 - 2008
Skills
Auditing, Risk Management, Internal Audit, Management, Internal Controls, Financial Accounting, General Ledger, Management Consulting, Business Process, Finance, Analysis, Account Reconciliation, Managerial Finance, Budgets, Sarbanes-Oxley Act
Education
Hampton University 1988 — 1992
Bachelor's degree, Accounting
Hampton University 1988 — 1992
Bachelor's degree, Accounting and Finance
Laureate International Universities February 2012 - Present
Ketchum Public Relations April 2011 - February 2012
Ketchum Public Relations 2008 - April 2011
Old Mutual Financial Network 2007 - 2008
Clovis 2007 - 2007
Selfridge Builders 2001 - 2007
Glotel, PLC 2000 - 2001
Aerotek-Option One October 1996 - January 2000
ARBROS Communications 2000 - 2000
Skills
Public Relations, Social Media, Digital Marketing, Administration, Full-cycle Recruiting, Strategic Sourcing, Employee Relations, Government, Healthcare, Internet, Mentoring, Microsoft Office, Outlook, Teamwork, Telecommunications
Education
Towson University 1993 — 1995
BA, Psychology
Entaire Global Companies, Inc. July 2013 - August 2015
Protective Life December 2006 - September 2012
Old Mutual Financial Network 2004 - 2005
World Wide Health Benefits 2003 - 2004
ING 1999 - 2001
Canada Life 1985 - 1999
Skills
Critical Illness..., Fixed Annuities, Disability Insurance, Life Insurance, Long-term Care, Whole Life, Health Insurance, Term Life Insurance, Universal Life, Insurance, Critical Illness, Employee Benefits, IRAs, Brokers, Underwriting, Retirement, Workers Compensation, Retirement Planning, Long Term Care Insurance, Series 6, Accident, Reinsurance, Claim, Commercial Insurance, General Insurance, 401k, Financial Planners, Marketing, Mutual Funds, Property & Casualty..., Estate Planning, Financial Services, Wealth, Strategic Financial..., Series 63, Wealth Management, Pensions, Competitive Analysis, Financial Advisory, Income Protection, Investments, Wealth Accumulation, Series 7, Actuarial Science, Variable Annuities, Investment Advisory, Insurance Brokerage, FINRA, Securities, Relationship Management
Education
LaGrange High School
LaGrange High School
LaGrange High School
University of Alabama
BS, Math Education
AEGON Americas April 2011 - Present
Old Mutual Financial Network June 2010 - April 2011
Education
Towson University 2006 — 2010
Bachelor in Actuarial Science concentration in Risk Management
University of Maryland September 2012 - Present
Modis August 2011 - August 2012
Catholic Health Initiatives 2011 - 2012
Ameritox LTD February 2010 - June 2011
NetQuest August 2008 - February 2010
Old Mutual Financial Network July 2007 - June 2008
Maxim Healthcare Services October 2006 - June 2007
Automated Production Systems, New Freedom, PA July 2005 - September 2006
TEKsystems April 2005 - July 2005
ComputerTraining.com October 2004 - April 2005
Skills
Management, Process Improvement, Information Technology, Help Desk Support, Microsoft Certified..., Software Documentation, Active Directory, VMware, Visio, System Administration, Troubleshooting, SharePoint, Training, Strategic Planning, Project Management, Microsoft Excel, Microsoft Office, Windows
Education
The Maryland Institute College of Art 1993 — 1995
BFA, Sculpture
Prince George's Community College 1991 — 1993
Fine Art
University of Maryland College Park 1987 — 1991
Architecture, Design, Fine Art
Amerilife Insurance Marketing May 2011 - Present
Strategic Distribution Division- Unkefer & Asociates March 2014 - Present
REM Insurance Services January 2009 - May 2012
Consultant for IMO Distribution January 2009 - March 2011
DataBase Financial January 2009 - January 2011
Old Mutual Financial Network 1984 - 2009
Skills
Long-term Care, Universal Life, Disability Insurance, Strategic Planning, Reinsurance, Series 63, Whole Life, Sales, 401k, Fixed Annuities, Medicare, Strategic Financial..., Employee Benefits, Health Insurance, Marketing, Financial Advisory, Training, Wealth Management, Indexed Annuities, Management, Long Term Care Insurance, Financial Services, Financial Planning
Education
Xavier University 1973 — 1975
MED, School Administration
Otterbein University 1961 — 1965
BS, Education
America's First Financial August 2009 - Present
All Generations Financial Services 1981 - Present
Old Mutual Financial Network 2002 - 2009
Jackson National Life 1986 - 1999
Skills
Budgets, Finance, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Life Insurance, Long-term Care, Marketing, Public Speaking, Recruiting, Retirement Planning, Sales, Strategic Planning, Term Life Insurance, Variable Annuities
Education
DePaul University 1977 — 1979
MBA, Accounting
DePaul University 1969 — 1973
Bachelor of Science in Commerce, Finance
Our Lady of Lourdes
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
TIME Financial, a Crump Company March 2013 - Present
Investors Marketing Services November 2011 - February 2013
Allied Marketing Partners November 2010 - November 2011
Hooper Holmes Underwriting Solutions April 2009 - March 2010
Old Mutual Financial Network 2004 - 2008
Jackson National Life January 2003 - July 2003
Community Bank Marketing 2000 - 2003
Wachovia Securities 1993 - 2000
First Union Brokerage Services January 1993 - December 1999
Invest Financial 1989 - 1993
Skills
Fixed Annuities, Insurance, Life Insurance, Retirement, Retirement Planning, Series 63, Series 6, Variable Annuities, Long-term Care, Strategic Financial..., Mutual Funds, Sales Management, Territory Mgmt, Universal Life, Series 7, Term Life Insurance, Wealth Management, Financial Services, Sales, Long Term Care Insurance, Estate Planning, 401k, Business Development, Disability Insurance, Investments, Marketing, IRAs, Financial Planners, Strategy, Financial Advisory, Account Management, Health Insurance, Whole Life, FINRA, Underwriting, Securities, Critical Illness, Series 65, Investment Advisory, Employee Benefits, Brokers, Wealth, Pensions, Series 24, Financial Planning
Education
The University of Georgia 1973 — 1977
BA
The University of Georgia
Examination Resources, Inc August 2012 - Present
Maryland Insurance Administration 2009 - 2012
Invotex Group, LLC 2006 - 2009
Old Mutual Financial Network 2004 - 2006
DLA Piper 2002 - 2004
Legg Mason 2000 - 2002
Financial Control Systems Incorporated 1999 - 2000
PFPC 1999 - 1999
Skills
Insurance, Financial Risk, Enterprise Risk..., Risk Management, Reinsurance, General Insurance, Risk Assessment, Auditing, Internal Audit, Internal Controls, Accounting, Fraud, Forensic Accounting, Investments, Analysis, Corporate Governance, Finance, Financial Reporting, Financial Analysis, Accounts Payable, General Ledger, GAAP, Account Reconciliation, Portfolio Management, Financial Statements, Variance Analysis, Financial Services, Due Diligence, Accounts Receivable, CPA, Payroll, Strategic Financial..., Journal Entries, Financial Modeling, Financial Accounting, Mergers & Acquisitions, Sarbanes-Oxley Act, Management, Process Improvement, Microsoft Office, Financial Planning, Microsoft Excel, Property & Casualty..., Consulting
Education
Elizabethtown College
Bachelor of Science (B.S.), Accounting and Computer Science
University of Baltimore
Master of Business Administration (MBA), Business Administration and Management, General
The Federal Reserve Bank of Philadelphia March 2015 - Present
The College of Physicians of Philadelphia July 2014 - January 2015
Seattle University February 2013 - March 2013
MCF April 2012 - December 2012
Everythingital, Inc. March 2009 - November 2011
Old Mutual Financial Network October 2006 - February 2009
ProStaff Search LLC April 2005 - September 2006
Skills
Event Planning, Event Management, Customer Service, Human Resources, Public Speaking, Nonprofits, Marketing Communications, Public Relations, Strategic Planning, Account Management, Social Media, Corporate Events, Volunteer Management, Fundraising, Project Planning, Leadership, Microsoft Office, Marketing Strategy, Marketing, Social Media Marketing, Budgets, Project Management, PowerPoint, Program Management, Recruiting, Microsoft Excel, New Business Development, Microsoft Word, Volunteer Recruiting, Volunteer Training, International Events, Branding Initiatives, Event Marketing Strategy, International Logistics, Special Events..., Employee Management
Education
Georgia State University 2009 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
American Intercontinental University
Associate of Arts (A.A.), Marketing
Amazon March 2014 - Present
ProofTrader January 2009 - Present
42six Solutions May 2010 - March 2014
Old Mutual Financial Network December 2009 - May 2010
Edison Worldwide April 2007 - December 2009
Johns Hopkins Bloomberg School of Public Health February 2006 - April 2007
Dual Edge Technologies September 2005 - February 2006
Telesis Corporation July 2003 - June 2005
Adams and Associates June 2002 - June 2003
IMS Marketing October 2001 - June 2002
Skills
Java, JavaScript, XHTML, CSS, C#, ASP.NET, MarkLogic, CouchDB, Tomcat, Apache, IIS, Application Security, Web Applications, MySQL, Microsoft SQL Server, Android Development, Lucene, Software Development, Agile Methodologies, XSLT, Database Design, Linux, XML, JSON, HTML, Software Design, Web Services, Databases, SEO, REST, AJAX, MongoDB, HTML 5, Git, Subversion, Web Development, Software Engineering, Scrum, SQL, Object Oriented Design, Maven
Education
Loyola College in Maryland 1996 — 2000
BS, Cum Laude, Computer Science / Writing
Loyola University Maryland 1996 — 2000
B.S. Computer Science, Computer Science
Purchasing Power March 2012 - January 2015
Purchasing Power February 2007 - March 2012
Lund International September 2005 - February 2007
Old Mutual Financial Network August 2004 - September 2005
Crowley Maritime July 2003 - July 2004
Crowley Maritime June 1997 - July 2003
Crowley Maritime May 1995 - June 1997
Skills
Email Marketing, Marketing Strategy, Marketing, Direct Marketing, Online Advertising, Process Improvement, Forecasting, Strategic Planning
Education
Emory University 2012 — 2012
Project Management
University of North Florida - College of Business Administration 2000 — 2003
Bachelor of Business Administration (B.B.A.), Marketing
University of North Florida - College of Business Administration 2000 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Johns Hopkins University May 2011 - Present
Old Mutual Financial Network January 2011 - March 2011
Family & Children's Services of Central Maryland 1997 - 2009
Maryland Institute College of Art January 1991 - May 1996
Center Stage September 1976 - January 1990
Skills
Microsoft Office, Proofreading, Social Services, Editing, Customer Service, Community Outreach, Healthcare, Case Managment, Coaching, Event Management, Marketing Communications, Program Development, Social Media, Strategic Planning, Grant Writing, Nonprofits, Community Development, Public Speaking, Philanthropy, Research, Teaching Writing, Non-profits, Fundraising, Data Entry, Program Evaluation, Volunteer Management, Team Building, Social Media Marketing, Event Planning, Newsletters
Education
University of Maryland Baltimore County 1971 — 1975
B.A., History
Mercy High School
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
IBM July 2010 - Present
US Navy November 2008 - July 2010
Old Mutual Financial Network October 2002 - June 2008
PricewaterhouseCoopers June 1995 - June 2002
Maryland Casualty Company October 1987 - June 1995
US Navy November 1979 - June 1987
Skills
Program Management, Strategy, Business Planning, Management Consulting, Risk Management, Change Management, Insurance, Strategic Planning, Process Improvement, Business Process..., Enterprise Risk..., Mergers, Business Transformation, Business Analysis, Project Management, Government, Mergers & Acquisitions, Business Process, Training, Security, Leadership, Policy, Management, Business Development, Analysis, PMP, PMO, Consulting
Education
Boston University 1985 — 1987
MBA, Business
Williams College 1975 — 1979
BA, History
Old Mutual Financial Network 2007 - 2009
Old Mutual Financial Network 2004 - 2007
Canada Life 2001 - 2003
Canada Life 1999 - 2001
Canada Life 1998 - 1999
Canada Life 1995 - 1998
The Hartford 1993 - 1995
Key Program, Inc. 1989 - 1990
Skills
Series 63, Insurance, Fixed Annuities, Variable Annuities, Financial Services, Financial Advisory, Life Insurance
Education
Institute of Business and Finance
Certified Annuity Specialist, CAS
The University of Connecticut
B.A. College of Liberal Arts and Sciences
Howell Cheney Technical School
Certified by United Technologies Corporation and Hamilton Standard in, Machine Operation and Mechanical Blueprint Reading
The Home Depot April 2009 - Present
Old Mutual Financial Network October 2004 - September 2010
BCD Travel 2001 - 2004
Magnet Communications 2000 - 2001
BellSouth 1999 - 2000
Skills
VMware ESX, Active Directory, Microsoft Certified..., Backup Exec, Management, EMC Storage, Norton Ghost, HP Data Protector, Cisco Routers, Dell Computers, Checkpoint
Education
Ohio University 1988 — 1994
Master of Science (MS), Physical Education / Athletic Training
Unum March 2010 - Present
Scotchie Residence November 2009 - March 2010
Old Mutual Financial Network January 2009 - September 2009
Old Mutual Financial Network November 2007 - December 2008
Ameriprise Financial 2004 - 2007
Towers Perrin - Tillinghast 1997 - 2007
Tillinghast 1997 - 2007
Towers Perrin 1997 - 2007
Education
University of Alabama 1990 — 1995
BS, Mathematics
Girls Preparatory School 1986 — 1990
Veeam Software July 2015 - Present
Meeting Expectations June 2014 - February 2015
Kids II June 2012 - October 2013
Unibind June 2011 - May 2012
Old Mutual Financial Network June 2007 - February 2009
AXA Enterprise September 2005 - April 2007
John Hancock April 1997 - April 2005
Gap Inc. 1995 - 1997
Skills
Account Management, Management, New Business Development, Business Development, Retail, CRM, Sales Operations, Marketing, Training, Sales, Time Management, Customer Service, Sales Presentations, Product Marketing, Pricing
Education
Mount Ida College 1991 — 1995
B.S. Fashion Merchandising/Marketing
Marine Credit Union March 2011 - January 2012
Huron Consulting Group April 2010 - December 2010
MMC Group LP July 2008 - January 2010
MMC Group LP September 2008 - March 2009
MuniMae - Baltimore July 2007 - March 2008
Old Mutual Financial Network January 2007 - May 2007
IFG Project Resourcing March 2006 - December 2006
Liberty Mutual September 2005 - April 2006
Teradyne November 2004 - June 2005
Bank of America 2000 - 2004
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Internal Controls, Accounting, Auditing, Forecasting, Risk Management, Internal Audit, Process Improvement, GAAP, General Ledger, Budgets, SEC filings, Banking, Account Reconciliation, Financial Risk, Management, Financial Services, Consolidation, Project Management, Analysis, Financial Modeling, Finance, Accounts Receivable, Variance Analysis, Financial Statements, Corporate Finance, Strategic Financial..., Cash Management, Accounts Payable, Tax, Cash Flow, Payroll
Education
Bentley College 1980 — 1984
BS, Accounting
Financial Security Associates January 1994 - Present
Financial Security Associates 1994 - Present
fsa 1994 - 2010
Old Mutual Financial Network 1969 - 1994
USF&G- F&G Life 1969 - 1993
USF&G 1969 - 1993
Skills
Fixed Annuities, Insurance, Retirement, Employee Benefits, Marketing, Term Life Insurance, Long-term Care, Retirement Planning, Estate Planning, Health Insurance, Disability Insurance, Sales, Property & Casualty..., Underwriting, Risk Management, Life Insurance, IRAs, Whole Life, Long Term Care Insurance, Financial Planners, Universal Life, 401k, Brokers, Accident, Critical Illness, Health Savings Accounts, Wealth, Financial Planning
Education
East Carolina University 1965 — 1969
BS, Political Science
Ellerbe High School 1962 — 1965
Molina Healthcare February 2013 - Present
Bravo Health January 2009 - February 2013
Old Mutual Financial Network January 2005 - January 2009
Medbank of Maryland 2001 - 2008
Law offices of A. Dewight Pttid 2001 - 2007
Johns Hopkins University 1997 - 2001
Ryland Homes 1978 - 1988
Skills
Data Warehousing, SDLC, Business Analysis, Database Design, Disaster Recovery, Healthcare Information..., IT Strategy, Integration, MS Project, Microsoft SQL Server, Access, Analysis, Analytics, Business Intelligence, Business Process, Business Process..., Business Requirements, Change Management, Crystal Reports, Data Analysis, Data Modeling, Databases, ETL, IT Management, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, SQL, SharePoint, Software Development, Software Documentation, Visio, Visual Basic, Systems Analysis
Education
Howard Community College
Gerber Life Insurance Company February 2012 - Present
AVIVA LIFE AND ANNUITY COMPANY October 2008 - March 2011
Old Mutual Financial Network November 2006 - October 2008
Jackson National Life January 2001 - November 2006
Skills
Strategic Planning, Strategy, Management, Insurance, Leadership
Education
Iowa State University
Fidelity & Guaranty Life April 2011 - Present
Old Mutual Financial Network January 2008 - April 2011
Honeywell Technology Solutions Inc January 2001 - December 2007
Pace Incorporated August 1997 - December 2000
Northrop Grumman March 1986 - July 1997
Skills
Personnel Management, Performance Management, Employee Relations, Talent Management, Leadership Development, Human Resources, Deferred Compensation, Organizational..., Employee Benefits, Organizational Design, Labor Relations, Leadership, Change Management, Strategic HR, HR Policies, Management
Education
The Johns Hopkins University - Carey Business School 2004 — 2005
Graduate Certificate, Organization Development & Facilitation
University of Maryland University College 1995 — 1998
Business/Human Resources
Columbia Union College
BS, Business Administration
Kane Group August 2011 - Present
Consecta July 2009 - August 2011
Perot Systems 2008 - 2009
Old Mutual Financial Network May 2003 - October 2008
Skills
Insurance, Fixed Annuities, Relationship Management, Life Insurance, Outsourcing, Retirement, BPO, Pricing, Business Development, New Business Development, CRM, Health Insurance, Financial Services, Strategic Financial..., Brokers, Risk Management, Financial Planning, Strategy
Education
University of New Haven 1996 — 2000
BA, Marketing
Deloitte July 2014 - Present
KPMG January 2009 - May 2014
Transamerica Reinsurance 2008 - 2008
ING 2007 - 2008
Old Mutual Financial Network 2006 - 2007
Ernst & Young January 2002 - 2006
Farrell Consulting February 1997 - January 2002
John Alden Life Insurance Company March 1993 - February 1997
RSA Insurance Group September 1985 - March 1993
Unum 1982 - September 1985
Skills
Actuarial, Insurance, Annuity, Financial Reporting, Annuities, Pricing, Audit, Embedded Value, Economic Capital, Product Development, US GAAP, Modeling, GAAP, IFRS, Auditing, Internal Audit, Internal Controls, Statutory, Actuarial Science, Fixed Annuities, Financial Risk, Solvency II, ALM, Enterprise Risk..., Financial Modeling, Valuation, Statutory Accounting
Education
Binghamton University 1976 — 1980
BS, Mathematics
IDENT-A-KID July 2007 - Present
Old Mutual Financial Network 1988 - 2007
Skills
Insurance, Life Insurance, Team Building, Fixed Annuities, Risk Management, Program Management, Management, Financial Analysis, Strategic Financial..., Budgets, Sales Management, Strategic Planning, Business Strategy, Business Development, New Business Development, Public Speaking, Leadership
Education
University of Baltimore 1984 — 1988
BS, Finance
Stony Point Communications November 2005 - Present
Old Mutual Financial Network April 2001 - October 2004
Jackson National Life 1997 - 2001
Rossman Martin & Associates 1996 - 1997
Michigan State Universtiy Department of Student Life 1994 - 1996
Iowa House of Representatives, Legislative Aide 1993 - 1994
Skills
Public Relations, Strategic..., Media Relations, Marketing Communications, Qualitative Research, Quantitative Research, Research Design, Copywriting, Corporate Communications, Social Media, Internal Communications, Advertising, Executive Communications, Executive Media Training, Insurance, Web Content, Crisis Communications, Channel Strategy..., Executive Speech Writing, Association...
Education
Michigan State University 1994 — 1996
Master of Arts (M.A.), Public Relations/Integrated Communications
Drake University 1990 — 1994
Bachelor of Arts (B.A.), Journalism/Public Relations
Your Life Vision Now April 2012 - Present
Mortgage Cadence 2012 - Present
Aurora Loan Services February 2011 - August 2012
Aurora Loan Services January 2009 - March 2011
Aurora Loan Services, A Lehman Brothers Company May 2006 - January 2008
Old Mutual Financial Network February 2001 - April 2006
Coleman-Martin 1999 - 2001
Universal Systems Inc 1994 - 1996
United States Postal Service 1989 - 1994
Skills
Risk Management, Change Management, Program Management, Project Management, Mortgage Banking, Human Resources, Cross-functional Team..., Business Process, Process Improvement, Customer Service, Budgets, Business Process..., Operations Management, SDLC, Business Analysis, Banking, Financial Services, Analysis, Loss Mitigation, Leadership, Management Consulting, Call Centers, Vendor Management, Insurance, Team Building, Management, Portfolio Management, Underwriting, Mortgage Lending, Six Sigma, Strategy, Requirements Analysis, Analytics, Outsourcing, Product Management
Education
The George Washington University 2002 — 2004
Masters Cert, Project Management
State University of New York College at Buffalo 1988 — 1989
BS, Industrial Engineering
5Star Life Insurance Company June 2013 - Present
Prince George's Child Resource Center 2006 - Present
St. Mary's College of Maryland Alumni Association 2003 - Present
Booz Allen Hamilton December 2011 - December 2012
Prince George's Child Resource Center September 2006 - June 2012
ULLICO October 2005 - February 2011
Old Mutual Financial Network 2003 - 2005
Baltimore Life 1998 - 2003
The Baltimore Life Companies 1998 - 2003
Temple University August 1994 - May 1998
Skills
Leadership, Public Speaking, Forecasting, Insurance, Risk Management, Financial Analysis, Strategic Planning, Business Strategy, Process Improvement, Program Management, Financial Modeling, Change Management, Business Analysis, Project Management, Leadership Development, Management, Business Planning, Marketing Strategy, Sales, Product Development, Market Research, Project Planning, Analysis, Marketing Communications, Nonprofits, Marketing, Budgets, Negotiation, Proposal Writing, Organizational..., Policy, Business Development, Coaching, Strategy, Analytics, Research, Product Management, Human Resources, Data Analysis, Program Development, Finance, Entrepreneurship, Training, Fundraising, Executive Management, Consulting, Management Consulting
Education
University of Pennsylvania - The Wharton School 1990 — 1994
M.A., Risk Management, Insurance, Applied Economics, Management Science
The College of William and Mary - The Mason School of Business 1988 — 1990
M.B.A., Decision Science / Quantitative Methods
St. Mary's College of Maryland 1981 — 1985
B.A., Sociology
Lackey High School 1977 — 1981
Matthew Henson
Maryland Aviation Administration June 2009 - Present
Old Mutual Financial Network March 2003 - February 2009
Old Mutual Financial 2003 - 2009
The Baltimore Life Insurance Company October 1975 - November 2002
Equitiable Trust Bank September 1973 - September 1975
Skills
Release Management, Data Transformation, Business Analysis, Cloud Computing, Disaster Recovery, Management, Team Building, Integration, Telecommunications, Leadership, IT Management, Budgets, Problem Solving, Outsourcing, PMP, Life Insurance, Insurance, Project Management, PMO, Information Technology, Management Consulting
Education
Anne Arundel Community College 1985 — 1987
Anne Arundel Community College 1979 — 1980
Information Technology
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
Combined Insurance July 2014 - July 2015
Pan-American Life Insurance Company May 2013 - July 2014
Pan-American Life Insurance Company January 2012 - May 2013
Quality Growth Management January 2009 - January 2012
Old Mutual Financial Network 2008 - 2008
Old Mutual Financial Network 2007 - 2008
Old Mutual Financial Network 2006 - 2007
Mercy Health Plans January 2004 - June 2006
Pan-American Life Insurance Company January 1998 - December 2003
Skills
Marketing, Insurance, Life Insurance, Fixed Annuities, Strategic Planning, Health Insurance, New Business Development, Sales Management, Business Development, Retirement, Team Building, Sales, Account Management, Negotiation, Disability Insurance, Term Life Insurance
Education
Rushmore University 2001 — 2002
MBA, Business
Florida State University - College of Business 1984 — 1987
B.S., Accounting
Global Financial Distributors, Inc. April 2009 - Present
Old Mutual Financial Network October 1998 - March 2009
Bank One 1997 - 1998
Fortis Healthcare 1992 - 1997
AEGON 1985 - 1992
Skills
Entrepreneurship, Human Resources, Sales, Retirement, Life Insurance, Strategic Planning, Customer Service, Estate Planning, Fixed Annuities, Leadership, Disability Insurance, Insurance, Marketing, Investments, Finance, Project Planning, Financial Planning, Financial Services, Loans, Healthcare, Whole Life, Retirement Planning, Executive Management, Product Development, Term Life Insurance, Financial Advisory, Series 63, IRAs, Wealth Accumulation, Operations Management, Health Insurance, Universal Life, Long-term Care, Risk Management, Mutual Funds, Series 7, Securities, Underwriting, Strategic Financial..., Wealth Management, Employee Benefits
Education
Loyola University New Orleans College of Law 1975 — 1978
JD, Law
State University of New York College at Buffalo 1973 — 1975
BS, Criminal Justice
T Rowe Price January 2007 - Present
Forest Hill Financial August 2004 - January 2007
Old Mutual Financial Network September 1997 - August 2004
Education
Loyola University Maryland 1998 — 2000
M.M.S., Modern Studies, Liberal Arts
Frostburg State University 1989 — 1993
B.S., English, Philosophy
Every Last Detail July 2009 - Present
Phoenix Consultants September 2001 - Present
Old Mutual Financial Network January 2005 - June 2009
Skills
Marketing Communications, Social Media, Event Planning, Event Management, Strategic Planning, Budget Management, Budget Analysis, Transportation..., Attendee Registration, Trade Shows, Contract Negotiation, Corporate Events, Budgets, Customer Service, Volunteer Management, Meeting Planning, Meetings Management, Conferences, Incentives, Corporate Communications, Writing, Editing, Copywriting, Proofreading, Sales, Account Management, Project Management, Sponsorship Programs, Corporate Branding, Brand Awareness, Marketing, Marketing Strategy, Onsite Conference and..., Onsite Conference and..., Trip Director, Leadership, Hospitality, Brand Development, Tourism, Team Building, Incentive Programs, Brand Management, Graphic Design
Education
University of Denver 2001 — 2001
Publishing Institute
The University of Georgia 1997 — 2001
BA, English, French
Nationwide Financial September 2010 - Present
Old Mutual Financial Network December 2007 - February 2009
Old Mutual Asset Management December 2007 - February 2009
FRC 2006 - 2007
Consultant 2003 - 2007
Rydex Investments 2004 - 2005
Sun Life Distributors 1997 - 2000
MetLife Investors 1996 - 1997
MFS 1992 - 1996
MFS Investment Management 1988 - 1992
Skills
Mutual Funds, Financial Services, Relationship Management, Retirement Planning, Series 63, Asset Allocation, Investments, Alternative Investments, Annuities, Retirement Income..., Asset Management, Start-ups, Leadership, Sales, Variable Annuities, Management, Marketing, Strategic Planning, Securities
Education
Plymouth State University
BS
Jazzy Productions January 2013 - Present
Self-employed 2007 - 2013
Old Mutual Financial Network April 2004 - December 2011
Skills
Event Planning, Public Speaking, Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Marketing, Customer Service, Fitness, Sales, Marketing Communications, Marketing Strategy, Microsoft Office, Public Relations, Leadership, Management, Budgets, Strategic Planning
Education
Virginia Commonwealth University 1968 — 1971
Design and Architecture
Old Dominion University 1965 — 1967
Pre-Pharmacy Studies
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
Cigna-HealthSpring September 2015 - Present
Cigna-HealthSpring October 2014 - Present
HealthSpring June 2012 - October 2014
HealthSpring April 2012 - June 2012
Genova Technologies December 2011 - April 2012
HealthSpring July 2011 - January 2012
Bravo Health October 2009 - February 2011
Bravo Health January 2009 - November 2009
Bravo Health March 2008 - December 2008
Old Mutual Financial Network March 2001 - January 2007
Skills
Business Analysis, Process Improvement, Program Management, Software Documentation, Medicare, Leadership, Management, Strategic Planning, Vendor Management, SQL
Education
University of Pittsburgh 1993 — 1995
Master's Degree, Public and International Affairs
Fidelity & Guaranty Life (formerly Old Mutual) January 2009 - Present
Old Mutual Financial Network August 2008 - January 2009
Wells Fargo Bank May 2006 - August 2008
Skills
Actuarial Science, Actuaries, Reinsurance, Insurance, Financial Analysis, Fixed Annuities, Life Insurance, Investments
Education
Towson University 2007 — 2011
B.S., Mathematics, Actuarial Science and Risk Management
Kenyon College
Douglas Realty, LLC 2014 - Present
Old Mutual Financial Network 2007 - 2009
Skills
Real Estate, Investment Properties, Sellers, Referrals, Investors, Single Family Homes, Short Sales, Selling, Buyers, Investments, Foreclosures, Relocation, Real Estate Development, Property, REO, New Home Sales, First Time Home Buyers, Listings, Buyer Representation, Real Property, Condos, Rentals, Move Up Buyers, Real Estate Financing, FHA
Education
University of Baltimore
Bachelor of Science (B.S.), Business Administration - Management
Johns Hopkins University June 2012 - Present
Johns Hopkins University February 2011 - June 2012
TidalTV July 2010 - February 2011
Old Mutual Financial Network October 2004 - July 2010
Business Solution Integrators 2000 - 2004
Creditrust 1999 - 2000
Commercial Financial Services 1998 - 1999
Commercial Financial Systems 1998 - 1999
CFS - Commercial Financial Services 1998 - 1999
Conoco 1997 - 1998
Skills
SQL Server, SQL, IIS, Windows, VMware ESX, Active Directory, DNS, VMware, System Administration, Windows Server, Servers, Firewalls, Cisco, TCP/IP, Disaster Recovery, Switches, Microsoft SQL Server, SharePoint, Databases, Enterprise Architecture, Cisco Technologies, Microsoft Technologies, Troubleshooting, Networking, Virtualization, Microsoft Exchange, Network Security, System Deployment, Data Center, XP, Cloud Computing, Operating Systems, Network Administration, Integration, Enterprise Software, Linux, ITIL, Network Architecture, Security, Windows XP, Windows 7, Routers, Technical Support, Server Architecture, IT Service Management, IT Management, Network Design, Storage Area Networks, Computer Hardware, Infrastructure
Education
University of Phoenix 2007 — 2009
BSIT - Bachelors of Science in Information Technology, Information Technology
Oklahoma State University 1990 — 1991
No degree, Electrical and Electronics Engineering
Naval Surface Warfare Center September 2010 - Present
Union Labor Life Insurance Company December 2009 - September 2010
Old Mutual Financial Network April 2005 - December 2009
TEKsystems, Inc April 2003 - April 2005
University Payroll Department November 1998 - April 2003
United States Embassy, Lilongwe July 2001 - August 2001
Skills
Financial Reporting, Financial Analysis, Microsoft Excel, Auditing, General Ledger, Insurance, Outlook, Microsoft Word, Accounting, Access, Process Improvement, Data Analysis, Budget, Microsoft Office, Analysis, PowerPoint, Customer Service, Sarbanes-Oxley Act, Management Consulting, Accounts Receivable
Education
Towson University 1998 — 2002
Bachelor of Science, Mathematics/Finance; Actuarial Science
Panthera Technologies December 2014 - Present
Liquid Pear Technologies, Inc. June 2013 - December 2014
Fidelity and Guaranty Life Insurance Co. November 2007 - May 2013
Old Mutual Financial Network November 2004 - November 2007
Old Mutual Financial Network March 2002 - November 2004
Skills
Active Directory, Disaster Recovery, Visio, Enterprise Architecture, IT Service Management, Data Center, Servers, Virtualization, WAN, Infrastructure, Microsoft Technologies, Cloud Computing, Technical Support, Networking, Help Desk Support
Education
University of Maryland Baltimore County 1985 — 1989
Bachelor of Arts (B.A.), Management Information Systems, General
SunTrust Private Wealth Management January 2015 - Present
SunTrust Bank April 2012 - January 2015
FSC Securities March 2011 - April 2012
AIG Advisor Group April 2009 - March 2011
Old Mutual Financial Network December 2007 - February 2009
Prudential Financial February 2007 - September 2007
Jackson National Life March 2006 - February 2007
Living Well Health Clubs, Hilton PLC March 2004 - June 2005
Skills
Building Relationships, Asking Questions, Recruiting, Variable Annuities, Income for Life, Equity Indexed Annuities, Fixed Annuities, Quantitative Investing, Proformas, Collaborative Problem..., Sales, Management of small..., Salesforce.com, Relationship Management, Team-oriented, Parenting, Series 7, Series 24, Series 63, Life & Health Insurance..., FINRA Licensing and..., FINRA Disclosures, Financial Advisory, Retirement Planning, Uniform Combined State..., Training, Securities, Mutual Funds
Education
The Ohio State University Fisher College of Business 2001 — 2003
Bachelors of Administration, Marketing
Old Mutual Financial Network January 2008 - Present
Old Mutual Financial Network 2008 - 2009
Education
University of Phoenix 2004 — 2008
Bachelors of Science, Human Services Management
University of Phoenix
Master's of Management, Human Resources Management
Bowman and Brooke LLP January 2010 — Present
Old Mutual Financial Network February 2009 — December 2009
United States Attorney's Office September 2008 — December 2008
TCF Investments, Inc. July 2002 — May 2006
threePop, Inc. November 2000 — December 2005
Artemis Alliance October 2001 — July 2002
SentraNET, LLC February 2001 — May 2001
North Central Life Insurance Company July 1997 — August 2000
North Central Life Insurance Company January 1996 — June 1997
Skills
Civil Litigation, Commercial Litigation, Product Liability, Legal Writing, Legal Research, Contract Negotiation, Corporate Law, Contract Management, Licensing, Litigation, Appeals, ESI, E-Discovery Consulting, Discovery Process, Hearings, Trials, Courts, Management Consulting, Business Process, Westlaw, Criminal Law, Business Process..., Technology Evaluation
Education
University of Minnesota Law School 2006 — 2009
JD, magna cum laude
Purdue University 1992 — 1994
MA, Visual Arts
Purdue University 1988 — 1992
BA, Art History
LaSalle Investment Management January 2007 - Present
Old Mutual Financial Network September 2005 - December 2006
Investors Bank & Trust January 2000 - September 2005
Education
Lafayette College 1994 — 1998
Episcopal Academy 1990 — 1994
Social Security Administration August 2009 - Present
Old Mutual Financial Network August 2007 - February 2009
The ACI Group, Inc. August 2006 - August 2007
UPS Logistics 2006 - 2007
Symphony Health Services August 2004 - August 2006
ViPS, Inc November 2001 - August 2004
Aether Systems September 1999 - October 2001
APS Financial 1997 - 1999
Borders Books and Music 1992 - 1996
Skills
Microsoft SQL Server, .NET, C#, Process Improvement, SQL, Java, Software Development, HTML, C++
Education
University of Maryland Baltimore County 1986 — 1991
BA, English
WRYECO, LLC June 2014 - Present
Merkle Inc June 2008 - Present
Chesapeake Bay Foundation April 2001 - February 2008
Old Mutual Financial Network 2007 - 2008
Skills
SQL Server DBA, SQL Developer, Systems/Network Admin..., Reporting Systems..., ETL, Crystal Reports, Oracle SQL Developer, Oracle, SDLC, Databases, Integration, Microsoft SQL Server, Management, Data Warehousing, Database Design, Data Modeling, SQL, Business Intelligence, Requirements Analysis, Business Analysis
Education
The University of Texas at San Antonio 1990 — 1992
Bachelor of Arts (BA), Sociology/Psychology, 3.8
Cedars_Sinai Medical Center September 2012 - Present
PegasusPolo Ventures, LLC September 2007 - September 2012
Old Mutual Financial Network February 2008 - June 2009
Aviva Life Insurance Company October 2005 - April 2007
Summit Global Management August 2003 - September 2005
TheBizMarket.com June 2004 - April 2005
Keyport Life (sub. of SunLife) 1991 - 2001
Education
Cornell University 1984 — 1988
Bachelor of Applied Science (B.A.Sc.), Applied Economics & Business
GEICO November 2011 - Present
Roadmap April 2009 - Present
CloudPatterns, LLC January 2006 - Present
Old Mutual Financial Network 2000 - 2009
Erickson Retirement Communities 2004 - 2006
Software Consortium 2000 - 2006
UPS 1995 - 1999
Skills
jQuery, HTML5, SQL Server 2000-2008, ASP.NET MVC, WCF, IIS, Database Design, Cloud Computing
Education
Kutztown University of Pennsylvania 1992 — 1993
Computer Science, Graduate
Messiah College 1988 — 1992
BA, Computer Science
T. Rowe Price May 2013 - Present
T. Rowe Price October 2010 - May 2013
T. Rowe Price April 2005 - October 2010
Old Mutual Financial Network July 2003 - December 2004
Symbol Technologies September 2000 - April 2003
Verizon Connected Solutions April 1998 - May 2000
USF&G August 1993 - April 1998
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Process Improvement, Strategic Financial..., Analysis, Business Analysis, Risk Management, PeopleSoft, Accounting, Asset Managment, Sarbanes-Oxley Act, Access, Forecasting, Corporate Finance, Investments, Budgets, Internal Controls, Finance, Internal Audit, Business Process, Business Process...
Education
Loyola University Maryland 1994 — 1996
MBA, Management Information Systems
University of Maryland College Park 1989 — 1993
BS, Accounting
Franchino Mold & Engineering November 2010 - Present
Viane~Conway & Associates May 2009 - September 2013
AAA Life Insurance Company 2007 - 2008
Attwood Marine 2006 - 2007
Ag-Co, Inc. September 2004 - October 2006
Old Mutual Financial Network February 2001 - September 2004
Jackson National Life Insurance Company September 1995 - January 2001
Education
Lansing Community College 2009 — 2010
Associates, Accounting, Accounting
Drake University 1990 — 1995
BSBA, Marketing
Pharmacists Mutual Insurance Company March 2007 - Present
R & R Brokerage, Inc. August 2003 - March 2007
Old Mutual Financial Network May 2001 - June 2003
AIG Life Companies September 1999 - April 2001
ING/Equitable Life of Iowa Companies January 1997 - September 1999
Mid-Continent Life Insurance Company December 1994 - January 1997
Jackson National Life January 1989 - December 1994
Self employed March 1987 - January 1989
Transamerica Life Companies September 1984 - March 1987
Skills
Life Insurance, Fixed Annuities, Insurance, Commercial Insurance, Microsoft Office, Mutual Funds, Leadership, Property & Casualty..., Management, Brokers, Training, Recruiting, Sales, Marketing Strategy, Sales Operations, Disability Insurance
Education
The American College 2008 — 2008
ChFC, Financial & Estate Planning
The American College 1986 — 1993
CLU, Insurance & Estate Planning
The University of Texas at El Paso 1972 — 1976
BA, Business Management
ALPS Fund Services November 2013 - Present
Alps 2007 - 2013
Old Mutual Financial Network 2007 - 2008
Old Mutual Capital 2007 - 2007
Delaware Investments 2004 - 2007
Lincoln Financial Distributors 2000 - 2007
Pioneer Investments 1997 - 2000
Moseley 1982 - 1987
Skills
Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Leadership, Retirement Planning, Sales, Securities, Wealth Management, Asset Management, Finance, Financial Services, Investments, Relationship Management, Portfolio Management, Fixed Income, Investment Strategies, Investment Advisory, Sales Organization..., ETFs, Series 24
Education
The University of Connecticut 1978 — 1982
Bachelor of Science, Biology, General
Booz Allen Hamilton April 2010 - Present
Booz Allen Hamilton November 2005 - May 2010
Old Mutual Financial Network March 2005 - November 2005
AETEA Information Technology March 2005 - November 2005
Thomson Prometric March 2004 - March 2005
PHH 1996 - 2004
Skills
SDLC
Education
The Johns Hopkins University - Carey Business School 1998 — 2001
Master's degree, Management Information Systems, General
The Hartford December 2012 - Present
Lincoln Financial Group August 2011 - December 2012
Lincoln Financial Group June 2010 - September 2012
Old Mutual Financial Network November 2007 - June 2010
Cognizant Technology Solutions November 2005 - November 2007
TCS June 2001 - June 2003
Skills
Risk Management, Financial Modeling, SAS, Enterprise Risk..., Business Analysis, Insurance, Financial Risk, VBA, Derivatives, Investments, ALM, SQL, Data Analysis, Financial Analysis, Fixed Income, Corporate Finance, Investment Banking, Market Risk
Education
Society of Actuaries 2007 — 2012
Fellow of Society of Actuaries,USA, Actuarial Science
Indian Institute of Management, Indore 2003 — 2005
PGDM, Business Administration and Management, General
Bengal Engineering and Science University, Shibpur 1997 — 2001
B.E., E&TC
Oracle November 2012 - Present
42six Solutions November 2010 - November 2012
Old Mutual Financial Network August 2008 - November 2010
UPS November 2000 - July 2008
Fair Lawn Board of Education 1996 - 2000
Skills
Agile Methodologies, C#
Education
University of Maryland College Park 1989 — 1993
Pascack Valley H. S. 1985 — 1989
Johns Hopkins Medicine International September 2014 - Present
Children's National Medical Center April 2012 - September 2014
Cerner Corporation April 2012 - September 2014
Maxim Healthcare Services January 2009 - April 2012
Old Mutual Financial Network August 2007 - January 2009
Humanim March 2006 - August 2007
Skills
Microsoft Office, Access, Excel, Word, Budgeting, Research, Outlook, Healthcare, Team Building, Financial Analysis, SQL Server, Financial Reporting, Databases, Data Analysis, Windows, Crystal Reports, Business Intelligence, SQL, Business Analysis, Problem Solving, Microsoft SQL Server, Management, Budgets, Software Documentation, HIPAA, SDLC, Analysis, Troubleshooting, Microsoft Excel, Microsoft Word, EHR, Data Warehousing, Oracle, Process Improvement, Healthcare Information..., Data Migration, Project Management
Education
UMBC 2003 — 2005
BA, History
University of Maryland Baltimore County
Bachelor of Arts (B.A.), History
FSC Securities 2010 - Present
AT&T Advertising Solution January 2009 - December 2009
OLD MUTUAL FINANCIAL NETWORK April 2007 - January 2009
Old Mutual Financial Network April 2007 - January 2009
Primerica Financial Services January 2005 - March 2007
Primerica Financial Services March 1992 - March 2007
Salomon Smith Barney 2 January 2001 - January 2004
Salomon Smith Barney 2001 - 2004
Skills
Inside Sales, Sales Support, Sales Operations, Management, New Business Development, Sales, Fixed Annuities, Marketing
Education
The University of Georgia 1979 — 1983
BA, English
Frederick Douglass
OneAmerica August 2015 - Present
Paychex December 2014 - July 2015
John Hancock Retirement Plan Services April 2014 - November 2014
John Hancock Retirement Plan Services July 2011 - March 2014
The Home Depot July 2009 - July 2011
Old Mutual Financial Network October 2007 - February 2009
Jackson National Life February 2006 - September 2007
TranDotCom Solutions 2005 - 2006
Education
Kennesaw State University 2003 — 2008
Bachelor of Science, Mathematics/Actuarial Science
Protective Life 2009 - Present
Old Mutual Financial Network 2005 - 2007
Mass Mutual Insurance 1999 - 2005
Skills
Life Insurance, Retirement Planning, Fixed Annuities, Series 63, Universal Life, Retirement, Term Life Insurance, Insurance, Disability Insurance, Series 6, Long-term Care, Variable Annuities, Whole Life, IRAs, 401k, Series 7, Long Term Care Insurance, Estate Planning, Health Insurance, Mutual Funds, FINRA
Education
University of Minnesota-Twin Cities 1985 — 1987
Bachelor of Arts, Economics
Old Mutual Financial Network 2002 - Present
HMG Technologies July 2001 - Present
IHS (Integrated Health Services) April 1996 - June 2001
Accenture / Andersen Consulting 1985 - 1990
Education
George Mason University - School of Business 1983 — 1984
MBA, Accounting / Systems
Penn State University 1978 — 1982
BA, Accounting
Old Mutual Financial Network June 2008 - September 2009
Wausau Insurance July 2005 - August 2007
Liberty Mutual May 2002 - July 2005
Ross Valley Insurance Agency June 1996 - December 1998
KPMG Peat Marwick January 1998 - June 1998
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2008
M.A.S., Actuarial Science
University of California, Davis 1998 — 2002
B.A., Economics, Sociology
Ordia Inc - Stepehen James Associates January 2007 - Present
MMA Financial June 2008 - August 2009
Old Mutual Financial Network June 2007 - June 2008
AEGON 2002 - 2007
Education
University of Maryland College Park 2005 — 2007
MBA, Accounting & Finance
University of Baltimore 2003 — 2005
BS, Accounting & Finance
Prometric Inc November 2005 - Present
First Advantage Corporation June 2005 - November 2005
Old Mutual Financial Network September 2002 - February 2005
Skills
Strategic Planning, Account Management, Project Management, Project Planning, Customer Service, Customer Retention, Contract Negotiation, Continuous Improvement, Business Development, Microsoft Office, Problem Solving, Leadership, User Acceptance Testing, Training, Business Travel, Highly detail oriented, Organized Multi-tasker, Friendly Personality, Building Strong..., Team-oriented, Business Relationship..., Analysis, Recruiting, Management, Program Management, Sales, Time Management, Marketing
Education
Roosevelt University
Master of Science
Columbia College of Chicago
Bachelor of Arts and Science
Old Mutual Financial Network
Skills
Insurance, Fixed Annuities, Risk Management, Process Improvement, Life Insurance, Health Insurance, Term Life Insurance, Reinsurance
Education
University of Central Missouri 1992 — 1995
English, Secondary Education
West High School 1984 — 1987
McIntosh Clinic, P.C. January 2012 - Present
Atlanta Skin Cancer Specialists August 2009 - October 2011
Old Mutual Financial Network 2007 - 2009
Old Mutual Financial Network 2006 - 2007
Old Mutual Financial Network 2004 - 2006
News America Marketing 2003 - 2004
News America Marketing 2002 - 2003
Skills
Business Process Mapping, Project Management, Contract Negotiation, Change Management, Sales, Account Management, Relationship Management, Marketing, Team Leadership, Insurance, Business Development
Education
University of Georgia - Terry College of Business 1996 — 2000
BBA, International Business
McIntosh HS 1992 — 1996
Icon Technology Consulting August 2015 - Present
Verint-Systems October 2011 - August 2015
Reed Business Information February 2011 - October 2011
ADP September 2009 - February 2011
Alexander Proudfoot February 2009 - September 2009
Old Mutual Financial Network January 2008 - January 2009
McNaughton-McKay Electrical Company April 2001 - January 2008
Factory Automation Systems October 2000 - April 2001
TMP Directional Marketing April 1998 - August 2000
Skills
Salesforce.com, CRM, Account Management, Sales Operations, SaaS, Sales Process, Management, Vendor Management, Project Management, Sales, Leadership, Process Improvement, Cloud Computing, Business Development, Training, Strategic Planning, Online Marketing, Marketing Strategy, 301 Salesforce.com..., Salesforce.com..., Org Consolidation
Education
Georgia College and State University 1991 — 1993
Bachelor of Science
Middle Georgia State University 1987 — 1991
Associate of Science (A.S.)
Manulife Financial June 2009 - Present
Old Mutual Financial Network July 2005 - April 2009
Education
Fudan University
Lin Da Fu Xiao
Fidelity & Guaranty Life April 2011 - Present
Old Mutual Financial Network February 2008 - May 2011
Old Mutual Financial Network January 1999 - August 2008
Education
Notre Dame of Maryland University
BA, Business Management
Fidelity and Guaranty Life Insurance Company March 2009 - Present
Old Mutual Financial Network 2006 - Present
Fidelity and Guaranty Life Insurance Company 2006 - Present
Sun Life Financial 2001 - 2005
John Hancock 1998 - 2001
Skills
Retirement, Fixed Annuities, Life Insurance, Financial Services, Insurance, Strategic Financial..., Retirement Planning, Financial Planning, Long-term Care
Education
University of Massachusetts Lowell 1989 — 1994
MBA, Business
Tatum LLC September 2008 - September 2009
Old Mutual Financial Network September 2004 - August 2008
Ventyx, Inc. (Formerly Indus Intrnational, Inc.) May 2003 - August 2004
Ernst & Young, LLP January 2002 - January 2003
Pivotal Corporation September 2000 - November 2001
Computer Associates, Inc October 1997 - September 2000
Education
Florida State University 1981 — 1985
Communications, Broadcasting/Marketing
Tower Group Companies March 2010 - October 2012
Old Mutual Financial Network November 2007 - February 2009
Ace USA 1999 - 2005
Orion Capital Corporation 1996 - 1999
Education
Trinity College-Hartford 1983 — 1986
MA, Economics
Bryant University 1973 — 1977
BS, Accounting
Canada Life Reinsurance US counsel for reinsurance transactions.Vice President & Associate General Counsel -- Product & ReinsuranceGenworth Financial, Inc.March 2010 - July 2015
Old Mutual Financial Network November 2009 - March 2010
Old Mutual Financial Network May 2008 - November 2009
Genworth Financial, Inc. 2005 - 2008
Edwards & Angell June 2000 - September 2005
Edwards Angell Palmer & Dodge 2000 - 2005
Bowditch & Dewey, LLP 1999 - 2000
McLane, Graf, Raulerson & Middleton 1998 - 1998
Skills
Life Insurance, Reinsurance, Litigation, Corporate Law, Mergers & Acquisitions, Risk Management, Corporate Governance, Investments, Insurance, Securities, Insurance Law, Financial Risk, Securities Regulation, Financial Services, Underwriting, Due Diligence, Privacy Law
Education
Boston College Law School 1996 — 1999
J.D., Law
Bowdoin College 1991 — 1995
A.B., Economics, Magna Cum Laude
High School 1986 — 1991
Diploma
Infosys BPO March 2014 - Present
First Data Corporation November 2008 - December 2013
Old Mutual Financial Network 2004 - 2008
Care First Blue Cross Blue Shield August 1999 - September 2004
United States Air Force December 1989 - June 1999
Skills
Contract Negotiation, Risk Management, Process Improvement, Strategic Planning, Outlook, Insurance, Management, Project Management, Analysis, Budgets, Leadership, Policy, Sales
Education
Champlain College 2004 — 2008
MS, Law
University of Maryland University College 1999 — 2003
BS, Political Science
Community College of the Air Force 1993 — 1996
AS, Transporation Studies
University of Maryland University College 1991 — 1993
AA, general Studies
CareFirst BlueCross BlueShield December 2009 - Present
Peregrin Services April 2009 - October 2009
Vision Technology Services June 2008 - April 2009
T. Rowe Price 2008 - April 2009
Old Mutual Financial Network August 1999 - June 2008
Skills
Data Warehousing, Database Design, Microsoft SQL Server, SQL, Business Intelligence, SDLC, SSRS, Requirements Analysis, SSIS, Databases, SharePoint, Business Analysis, ETL, SOA, Enterprise Architecture
Education
The Johns Hopkins University 1997 — 2002
Master, Computer Science
SRA International January 2013 - Present
Flatter & Associates, Inc. August 2012 - January 2013
The Squires Group May 2009 - August 2012
TD Ameritrade June 2006 - February 2009
Old Mutual Financial Network 2004 - 2006
Ciena 2001 - 2004
Skills
Business Analysis, Project Management, Risk Management, Operations Management, PMP, Business Process..., Training, Software Documentation, Business Intelligence, Integration, Change Management, Oracle, Testing, Analysis, Security, Cross-functional Team...
Education
American University - Kogod School of Business 1992 — 1993
MBA, Finance
Baker Tilly Virchow Krause, LLP February 2014 - Present
Invotex, Inc September 2007 - February 2014
Old Mutual Financial Network March 2005 - September 2007
AEGON Direct Marketing Services August 2004 - March 2005
AEGON Direct Marketing Services February 1996 - July 2004
Skills
Due Diligence, Financial Analysis, Business Strategy, Forensic Accounting, Consulting, Strategic Planning, Insurance, Accounting, Portfolio Management, Auditing, Enterprise Risk..., CPA, Internal Controls, Sarbanes-Oxley Act, Risk Management, Financial Reporting, Financial Risk
Education
Drexel University - College of Business and Administration 1977 — 1982
Bachelor of Science (BS), Business Administration, Accounting
Loyola University Maryland 1987 — 1992
Master of Business Administration (MBA), Finance, General
United States Steel Corporation July 2010 - Present
Brocade September 2009 - July 2010
ModSpace February 2008 - August 2009
T. Rowe Price May 2007 - January 2008
Old Mutual Financial Network December 2006 - May 2007
Education
Jawaharlal Nehru Technological University
B-Tech (CS), Bachelors in Computer Sciences
New Jersey Institute of Technology
M.S. (C.I.S), Computer and Information Sciences
Old Mutual Financial Network Staff AccountantAjilon LLC2000 - 2003
Education
University of Baltimore 1992 — 1997
Bachelor of Science, Accounting
Milliman Inc. March 2010 - March 2013
Old Mutual Financial Network September 2007 - March 2010
Milliman May 1999 - August 2007
CHALKE / SS&C Technologies December 1993 - May 1999
Crown Life Insurance Company January 1991 - December 1993
American Bankers Insurance Group / Assurant June 1985 - January 1991
Skills
Enterprise Risk..., Actuarial Science, Insurance, Life Insurance, Fixed Annuities, Reinsurance, Risk Management, ALM, Financial Risk, Financial Modeling, Pricing, Solvency II, Data Analysis, Access
Education
Shenandoah University 1980 — 1984
BS, BME, Mathematics, Music Education
Old Mutual Financial Network Tax ManagerMICROS SystemsMay 2004 - August 2008
The Rouse Company (General Growth) March 2001 - May 2004
Deloitte & Touche May 1999 - March 2001
KPMG January 1998 - March 1999
Education
University of Baltimore School of Law 1998 — 2001
Masters, Taxation
Towson University 1993 — 1997
Bachelor, Accounting
Pikesville High School
Old Mutual Financial Network August 2002 - September 2009
PENTA Advisory Services May 1997 - August 2002
Education
Towson University 1979 — 1983
BS, Business Administration
Fidelity & Guaranty Life 2010 - Present
Old Mutual Financial Network 2007 - 2010
Skills
Business Analysis, Database Design, Insurance, Financial Services, Process Improvement, Business Process..., Vendor Management, Project Management, Change Management
Education
Duke University
Bachelor's degree, Philosophy
Munich American Reassurance Company October 2009 - Present
Old Mutual Financial Network May 2006 - December 2009
CANADA LIFE January 1996 - August 1997
Education
Ball State University 1988 — 1989
MA, Actuarial Science
Old Mutual Financial Network SVP, Chief UnderwriterMid America Agency ServicesNovember 2000 - December 2006
Physicians Mutual August 1992 - December 2000
Education
University of Nebraska at Omaha 1994 — 2000
Masters, Business Administration
William Brummond LLC 2014 - Present
RGA Reinsurance 2008 - 2014
Old Mutual Financial Network 2004 - 2008
Sun Life Financial 1998 - 2004
Mercer 1986 - 1998
Federal Life Insurance Company (Mutual) 1983 - 1986
United Insurance Company 1982 - 1983
National Ben Franklin Life Insurance Corporation 1980 - 1982
Reliance Standard Life Insurance Company 1977 - 1979
Federal Kemper Life Assurance 1975 - 1975
Skills
Actuarial Science, Reinsurance, Insurance, Life Insurance, Economic Capital, Underwriting, ALM, Enterprise Risk..., Solvency II, Fixed Annuities, Financial Risk, Risk Management, Embedded Value, Financial Services, General Insurance, Strategic Financial..., Health Insurance, Financial Analysis, Financial Modeling, Financial Planning
Education
University of Missouri-Saint Louis 2014 — 2015
Mathematics
Drake University 1971 — 1975
Bachelor of Science in Business Administration, Actuarial Science
PwC September 2014 - Present
Nationwide Financial June 2010 - Present
Old Mutual Financial Network 2008 - 2008
severna park golf center 2005 - 2008
Skills
Valuation, Financial Reporting, Annuity, Excel, VBA, Access, ALFA, Polysystems, Networking, Personal Development, Microsoft Excel, Economic Capital
Education
University of Pittsburgh 2006 — 2010
BS, Actuarial Math
University of Pittsburgh 2006 — 2010
BS, Actuarial Science
NovaSom, Inc. September 2013 - January 2014
NovaSom, Inc. April 2011 - September 2013
Old Mutual Financial Network May 2007 - April 2011
Education
University of Phoenix 2013 — 2016
Masters of Business Adminstration, Human Resources Management
State University of New York at Stony Brook 2002 — 2006
B.S. Health Science, Public Health and Community Health Education
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
IMPAQ International September 2014 - Present
MICROS Systems Inc June 2013 - August 2014
Indemnity Insurance Corporation December 2010 - May 2013
Banner Furnace And Fuel January 2010 - November 2010
CloudPatterns, LLC December 2008 - January 2010
Old Mutual Financial Network June 2008 - December 2008
Lifelogics October 2007 - April 2008
TIG Solutions February 2006 - December 2006
Riddhi Management Services July 2005 - January 2006
Riddhi Management Services December 2004 - June 2005
Skills
C#, ASP.NET, XAML, Microsoft SQL Server, HTML
Education
Saurashtra University
Bachelor of Engineering, Electronics and Communication & Engineering
School name:
Bachelor's degree, Saurashtra University
Pacific Life 2013 - Present
General Board of Pension and Health Benefits 2010 - 2013
The Hartford 2008 - 2009
Old Mutual Financial Network 2005 - 2006
Mutual Trust Financial Group December 2001 - October 2005
Skills
Actuarial Science, Defined Benefit, Pensions, Defined Contribution, MoSes, Actuaries, Embedded Value, Economic Capital, Statistics, Financial Risk, Actuarial Consulting, Pension Funds, Financial Analysis
Education
Northern Illinois University
BS, Mathematics
LTA Marketing Group May 2008 - January 2010
Old Mutual Financial Network June 2004 - May 2008
Education
Southern Illinois University, Carbondale
none
La Capitol Federal Credit Union February 2011 - Present
La Capitol Federal Credit Union March 2007 - February 2011
Old Mutual Financial Network 2005 - 2006
R W Barid November 1993 - June 2002
Skills
Credit Unions, ACH, Staff Supervision, Project Implementation, Project Coordination, Training &..., General Insurance, Financial Planning, Financial Management, Check 21, Management, Leadership, Managerial Finance, Project Management, Strategic Financial..., Training, Finance
Education
Ashford University 2009 — 2011
MBA - Human Resources
Cardinal Stritch University
BS - Business Administration
Eller and Associates May 2001 - Present
University of Kentucky January 1984 - August 2010
Old Mutual(Bermuda) 2008 - 2010
HMG Technologies, Inc. 2008 - 2009
Old Mutual Financial Network 2006 - 2007
PricewaterhouseCoopers June 1998 - May 2001
Phoenix Healthcare Systems December 1995 - June 1998
Videco, Inc August 1994 - September 1995
ImageTel International June 1993 - August 1994
Baptist Healthcare System June 1989 - June 1993
Skills
Project Management, Business Strategy, IT Audit, Health Care Systems, Financial Systems, Healthcare, EHR, Program Management, Process Improvement, HIPAA, Healthcare Information..., Change Management, Consulting, Risk Management, Start-ups, Management, Strategy, Policy, Healthcare Consulting, Leadership, Project Planning, Analysis, Information Technology, Finance, Management Consulting, Informatics
Education
Lake Forest School of Management 1980 — 1984
Masters Degree, Business Administration
Lake Forest College 1970 — 1973
Bachelor of Arts, Philosophy
Evanston Twp HS 1966 — 1968
HS, HS Diploma
Premier Financial Alliance January 2012 - Present
Old Mutual Financial Network January 2007 - January 2011
Skills
Term Life Insurance, whole life insurance, Annuity Indexed
Education
San Francisco State University
Bachelor of science, Business
FaAia Insurance Agency llc January 2009 - Present
Old Mutual Financial Network April 2007 - August 2009
Old Mutual Life Assurance Co.Ltd November 2000 - March 2004
Skills
Insurance, Property & Casualty..., Commercial Insurance, Health Insurance, General Insurance, Life Insurance, Term Life Insurance, Umbrella Insurance, Disability Insurance, Casualty, Liability, Legal Liability, Fixed Annuities, Workers Compensation, Underwriting, Whole Life, Commercial Lines, Professional Liability, Long-term Care, Homeowners
Education
NCSU 2010 — 2012
Certification as Financial Planner, Financial Planning and Services
Strayer University 2006 — 2009
Bachelor of Business Administration (BBA), Banking and Financial Support Services
Strayer University-North Carolina 2006 — 2009
Bachelor of Business Administration (B.B.A.), Banking and Financial Support Services