OneAmerica Company
Industry: Financial services company
DescriptionOneAmerica Financial Partners, Inc. is a U.S. financial services mutual holding organization with corporate offices at the OneAmerica Tower in Indianapolis, Indiana. Headquarters: Indianapolis, Indiana, United States CEO: J. Scott Davison (1 Apr 2014–) Number of employees: 1,900 (2015) Chief investment officer: John Mason Subsidiaries: American United Life Insurance Company, Parent organization: American United Mutual Insurance Holding Company
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OneAmerica Employees
Employee
Years
Job
Industry
Njaaga Karanja Njaaga Karanja's OneAmerica Experience November 2008 - August 2009
Job Licensed Service Representative at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual Insurance March 2010 - Present
OneAmerica November 2008 - August 2009
Target June 2007 - August 2008
Purdue University June 2006 - September 2007
Skills
Property & Casualty..., Interpersonal..., Problem Solving, Critical Thinking, Process Improvement, Outlook, Data Analysis, Training, Project Management, Microsoft Excel, Microsoft Office, Advising People, Analysis, Cross-functional Team..., Leadership
Education
University of Alabama at Birmingham 2015 — 2017
Master of Science (MS), Accounting
Purdue University 2003 — 2008
Bachelor of Science, Financial Counseling & Planning
Liberty Mutual Insurance March 2010 - Present
OneAmerica November 2008 - August 2009
Target June 2007 - August 2008
Purdue University June 2006 - September 2007
Skills
Property & Casualty..., Interpersonal..., Problem Solving, Critical Thinking, Process Improvement, Outlook, Data Analysis, Training, Project Management, Microsoft Excel, Microsoft Office, Advising People, Analysis, Cross-functional Team..., Leadership
Education
University of Alabama at Birmingham 2015 — 2017
Master of Science (MS), Accounting
Purdue University 2003 — 2008
Bachelor of Science, Financial Counseling & Planning
Darrin Yappen Darrin Yappen's OneAmerica Experience March 2001 - Present
Job Director OneAmerica
Industry Financial Services
Experience
OneAmerica March 2001 - Present
Great-West Life June 1993 - February 2001
Southwestern Publishing Company May 1988 - August 1992
Skills
Retirement Planning, 401k, Employee Benefits, Retirement, Investments, ERISA, Mutual Funds, Pensions, Retirement Plan..., Series 6, Series 63, Sales, Qualified Retirement..., Defined Contribution, Sales Operations, Leadership, Business Planning, FINRA, Finance, Financial Services, Investment Advisory, Marketing, Securities, Variable Annuities
Education
Texas A&M University 1988 — 1993
Bachelor of Science, Psychology
OneAmerica March 2001 - Present
Great-West Life June 1993 - February 2001
Southwestern Publishing Company May 1988 - August 1992
Skills
Retirement Planning, 401k, Employee Benefits, Retirement, Investments, ERISA, Mutual Funds, Pensions, Retirement Plan..., Series 6, Series 63, Sales, Qualified Retirement..., Defined Contribution, Sales Operations, Leadership, Business Planning, FINRA, Finance, Financial Services, Investment Advisory, Marketing, Securities, Variable Annuities
Education
Texas A&M University 1988 — 1993
Bachelor of Science, Psychology
Anh McClure Anh McClure's OneAmerica Experience February 2005 - October 2007
Job Employment Branding Interactive Manager at IBM
Industry Internet
Experience
IBM March 2015 - Present
IBM October 2014 - March 2015
Kenexa, an IBM Company August 2011 - October 2014
Harrison College January 2010 - September 2011
NIC Inc. IN.gov October 2007 - January 2010
OneAmerica February 2005 - October 2007
TheCampusHub.com 2001 - 2002
Skills
Web Strategy, Web Project Management, Web Content Optimization, Landing Page..., SEO, SEM, Marketing Strategy, Social Media Marketing, Web Design, Web Development, Umbraco, Wordpress, DotNetNuke, Email Marketing, Lead Generation, WordPress, Databases, Digital Marketing, Analytics, User Experience, Digital Strategy, Strategy, SaaS, Leadership, Online Marketing
Education
University of Phoenix 2004 — 2008
BSIT, Information Technology
IBM March 2015 - Present
IBM October 2014 - March 2015
Kenexa, an IBM Company August 2011 - October 2014
Harrison College January 2010 - September 2011
NIC Inc. IN.gov October 2007 - January 2010
OneAmerica February 2005 - October 2007
TheCampusHub.com 2001 - 2002
Skills
Web Strategy, Web Project Management, Web Content Optimization, Landing Page..., SEO, SEM, Marketing Strategy, Social Media Marketing, Web Design, Web Development, Umbraco, Wordpress, DotNetNuke, Email Marketing, Lead Generation, WordPress, Databases, Digital Marketing, Analytics, User Experience, Digital Strategy, Strategy, SaaS, Leadership, Online Marketing
Education
University of Phoenix 2004 — 2008
BSIT, Information Technology
Sean Gray, MBA Sean Gray, MBA's OneAmerica Experience August 2015 - Present
Job Plan Consultant
Industry Financial Services
Experience
OneAmerica August 2015 - Present
MVP Plan Administrators, Inc. May 2014 - March 2015
Verisight, Inc July 2012 - February 2014
Access Retirement Services, LLC January 2011 - July 2012
MidAmerica Administrative & Retirement Solutions June 2008 - May 2010
Wachovia National Bank April 2006 - June 2008
Skills
Employee Benefits, Retirement, Customer Service, 401k, Account Reconciliation, Benefits Administration, Risk Management, Relationship Management, Deferred Compensation, Financial Services, ERISA, Lotus Notes, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Spreadsheets, Call Centers, Time Management, Pensions, Access, Training, Defined Benefit, Administration, Form 5500 preparation, SRT, CRM, Mutual Funds
Education
Walden University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administrations, Project Management
ICM School of Business 1998 — 2000
Associate's degree, Computer Management
Strayer University-North Carolina
Bachelor of Science (B.S.), Business Administration and Management, General
OneAmerica August 2015 - Present
MVP Plan Administrators, Inc. May 2014 - March 2015
Verisight, Inc July 2012 - February 2014
Access Retirement Services, LLC January 2011 - July 2012
MidAmerica Administrative & Retirement Solutions June 2008 - May 2010
Wachovia National Bank April 2006 - June 2008
Skills
Employee Benefits, Retirement, Customer Service, 401k, Account Reconciliation, Benefits Administration, Risk Management, Relationship Management, Deferred Compensation, Financial Services, ERISA, Lotus Notes, Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Spreadsheets, Call Centers, Time Management, Pensions, Access, Training, Defined Benefit, Administration, Form 5500 preparation, SRT, CRM, Mutual Funds
Education
Walden University 2011 — 2013
Master of Business Administration (M.B.A.), Business Administrations, Project Management
ICM School of Business 1998 — 2000
Associate's degree, Computer Management
Strayer University-North Carolina
Bachelor of Science (B.S.), Business Administration and Management, General
Tinny Faulkner Tinny Faulkner's OneAmerica Experience June 2012 - August 2012
Job JD/MBA Candidate at Seattle University
Industry Legal Services
Experience
AmeriCorps September 2013 - July 2014
Wild Sky Law Group, PLLC October 2013 - June 2014
OneAmerica June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Event Planning, Editing, Video Editing, Adobe Premiere Pro, Leadership, Time Management, Research
Education
Seattle University School of Law 2014 — 2018
Juris Doctor (J.D.)
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Public Policy & Sociology
AmeriCorps September 2013 - July 2014
Wild Sky Law Group, PLLC October 2013 - June 2014
OneAmerica June 2012 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Media, Public Speaking, Event Planning, Editing, Video Editing, Adobe Premiere Pro, Leadership, Time Management, Research
Education
Seattle University School of Law 2014 — 2018
Juris Doctor (J.D.)
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Public Policy & Sociology
Natalee Fuller's OneAmerica Experience October 2008 - October 2011
Job Manager, IT systems at OneAmerica Financial Partners Inc.
Industry Information Services
Experience
Mentoring Women's Network Foundation January 2015 - Present
OneAmerica Financial Partners Inc. July 2014 - Present
OneAmerica Financial Partners Inc. April 2014 - Present
OneAmerica Financial Partners Inc. October 2011 - April 2014
OneAmerica Financial Partners Inc. January 2013 - September 2013
OneAmerica Financial Partners Inc. October 2012 - September 2013
OneAmerica Financial Partners Inc. July 2012 - January 2013
OneAmerica October 2008 - October 2011
OneAmerica Financial Partners Inc. May 2009 - July 2009
UnitedHealthcare October 2006 - June 2008
Skills
Requirements Gathering, Project Management, Program Management, Change Management, Requirements Analysis, Process Improvement, Leadership, Management, Cross-functional Team..., Analysis, Business Analysis, Business Process, Six Sigma, Software Documentation, Training
Education
Purdue University - Krannert School of Management 1996 — 2000
Business Management, Minor in Information Systems
Mentoring Women's Network Foundation January 2015 - Present
OneAmerica Financial Partners Inc. July 2014 - Present
OneAmerica Financial Partners Inc. April 2014 - Present
OneAmerica Financial Partners Inc. October 2011 - April 2014
OneAmerica Financial Partners Inc. January 2013 - September 2013
OneAmerica Financial Partners Inc. October 2012 - September 2013
OneAmerica Financial Partners Inc. July 2012 - January 2013
OneAmerica October 2008 - October 2011
OneAmerica Financial Partners Inc. May 2009 - July 2009
UnitedHealthcare October 2006 - June 2008
Skills
Requirements Gathering, Project Management, Program Management, Change Management, Requirements Analysis, Process Improvement, Leadership, Management, Cross-functional Team..., Analysis, Business Analysis, Business Process, Six Sigma, Software Documentation, Training
Education
Purdue University - Krannert School of Management 1996 — 2000
Business Management, Minor in Information Systems
Chris Jenkins's OneAmerica Experience August 2006 - July 2007
Job Sr. Account Manager at Signature Consultants
Industry Defense & Space
Experience
Signature Consultants February 2014 - Present
Sotera Defense Solutions, Inc., Mission Information Technology group August 2010 - December 2013
DISYS September 2009 - August 2010
Tech USA December 2007 - September 2009
Friends and Company June 2007 - December 2007
OneAmerica August 2006 - July 2007
Skills
Program Management, Security, Information Assurance, Defense, Information Technology, Leadership, DoD, Screening Resumes, Systems Engineering, Integration, Professional Services, Infrastructure, Government, Network Security, SharePoint, Enterprise Architecture
Education
Shenandoah University 2001 — 2005
Bachelor of Science (B.S.), Kinesiology
Signature Consultants February 2014 - Present
Sotera Defense Solutions, Inc., Mission Information Technology group August 2010 - December 2013
DISYS September 2009 - August 2010
Tech USA December 2007 - September 2009
Friends and Company June 2007 - December 2007
OneAmerica August 2006 - July 2007
Skills
Program Management, Security, Information Assurance, Defense, Information Technology, Leadership, DoD, Screening Resumes, Systems Engineering, Integration, Professional Services, Infrastructure, Government, Network Security, SharePoint, Enterprise Architecture
Education
Shenandoah University 2001 — 2005
Bachelor of Science (B.S.), Kinesiology
Judy Gutierrez Judy Gutierrez's OneAmerica Experience September 2015 - Present
Job Bilingual Retirement Education Manager
Industry Financial Services
Experience
OneAmerica September 2015 - Present
Mariner Retirement Advisors May 2014 - August 2015
Montage Investments March 2013 - April 2014
American Century Investments September 2007 - September 2012
Skills
Mutual Funds, Series 63, Series 6, 401k, Asset Allocation, Retirement, Bilingual-English/Spanis..., Investments, Alternative Investments, Defined Benefit, CMFC, IRAs, 401k Rollovers, Retirement Planning, Series 65, series
Education
Rockhurst University 2002 — 2006
Bachelors of Science in Business Administration, Finance/Economics and Spanish
St Teresas Academy 1998 — 2002
High School
Baker University
Master of Business Administration (MBA), N/A
OneAmerica September 2015 - Present
Mariner Retirement Advisors May 2014 - August 2015
Montage Investments March 2013 - April 2014
American Century Investments September 2007 - September 2012
Skills
Mutual Funds, Series 63, Series 6, 401k, Asset Allocation, Retirement, Bilingual-English/Spanis..., Investments, Alternative Investments, Defined Benefit, CMFC, IRAs, 401k Rollovers, Retirement Planning, Series 65, series
Education
Rockhurst University 2002 — 2006
Bachelors of Science in Business Administration, Finance/Economics and Spanish
St Teresas Academy 1998 — 2002
High School
Baker University
Master of Business Administration (MBA), N/A
Birgit Cornelius, CPC, QPA, QKA, TGPC, ERPA's OneAmerica Experience October 2006 - July 2009
Job Senior Associate/Peer Review Manager at Acuff & Associates
Industry Financial Services
Experience
Acuff & Associates February 2012 - Present
Katz, Sapper & Miller July 2009 - December 2011
OneAmerica October 2006 - July 2009
T. Rowe Price April 1999 - September 2006
BMC Consultants 1998 - 1999
Skills
ERISA, Retirement Plan..., Employee Benefits, Retirement Planning, 401k, Defined Benefit, Profit Sharing, Pensions, Project Management, Defined Contribution, 403 b, Deferred Compensation, Leadership, Financial Services, Qualified Retirement..., Pension Administration, Accounting, Finance, Benefits Administration, Valuation, Training
Education
Regis University 1999 — 2001
Master of Science, Management, Organizational Leadership
Sullivan University 1995 — 1998
Bachelors of Science in Business Administration, Management
Acuff & Associates February 2012 - Present
Katz, Sapper & Miller July 2009 - December 2011
OneAmerica October 2006 - July 2009
T. Rowe Price April 1999 - September 2006
BMC Consultants 1998 - 1999
Skills
ERISA, Retirement Plan..., Employee Benefits, Retirement Planning, 401k, Defined Benefit, Profit Sharing, Pensions, Project Management, Defined Contribution, 403 b, Deferred Compensation, Leadership, Financial Services, Qualified Retirement..., Pension Administration, Accounting, Finance, Benefits Administration, Valuation, Training
Education
Regis University 1999 — 2001
Master of Science, Management, Organizational Leadership
Sullivan University 1995 — 1998
Bachelors of Science in Business Administration, Management
Richard Stolz Richard Stolz's OneAmerica Experience August 2012 - Present
Job Executive Director at OneAmerica
Industry Nonprofit Organization Management
Experience
OneAmerica August 2012 - Present
Center for Community Change December 2010 - July 2012
National Immigration Forum October 2008 - December 2010
Reform Immigration FOR America October 2008 - December 2010
Center for Community Change January 2001 - September 2008
Policy, Center for Community Change January 1999 - January 2001
Center for Community Change January 1997 - January 1999
Congressional Hunger Center August 1996 - August 1997
Skills
Community Organizing, Campaign Management, Fundraising, Grant Writing, Policy Analysis, Political Campaigns, Grassroots Organizing, Coalitions, Volunteer Management, Proposal Writing, Non-profits, Public Policy, Organizational..., Immigration Policy, Community Outreach
Education
Stanford University 1992 — 1996
Bachelor's
Bellarmine College Preparatory 1988 — 1992
High School
OneAmerica August 2012 - Present
Center for Community Change December 2010 - July 2012
National Immigration Forum October 2008 - December 2010
Reform Immigration FOR America October 2008 - December 2010
Center for Community Change January 2001 - September 2008
Policy, Center for Community Change January 1999 - January 2001
Center for Community Change January 1997 - January 1999
Congressional Hunger Center August 1996 - August 1997
Skills
Community Organizing, Campaign Management, Fundraising, Grant Writing, Policy Analysis, Political Campaigns, Grassroots Organizing, Coalitions, Volunteer Management, Proposal Writing, Non-profits, Public Policy, Organizational..., Immigration Policy, Community Outreach
Education
Stanford University 1992 — 1996
Bachelor's
Bellarmine College Preparatory 1988 — 1992
High School
Dylan Powers's OneAmerica Experience October 2014 - Present
Job Plan Administrator at OneAmerica Financial Services
Industry Financial Services
Experience
OneAmerica October 2014 - Present
Self Employed January 2010 - July 2010
Glick/Bardwell January 2010 - June 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Matlab, Mathematics
Education
University of California, Santa Barbara 2010 — 2014
Bachelor's degree, Mathematics, Graduate
OneAmerica October 2014 - Present
Self Employed January 2010 - July 2010
Glick/Bardwell January 2010 - June 2010
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Matlab, Mathematics
Education
University of California, Santa Barbara 2010 — 2014
Bachelor's degree, Mathematics, Graduate
Jim McGovern's OneAmerica Experience April 2012 - January 2014
Job Vice President of the Employee Benefits Division at OneAmerica Financial Partners Inc.
Industry Insurance
Experience
OneAmerica Financial Partners Inc. January 2014 - Present
OneAmerica April 2012 - January 2014
CIGNA 2000 - 2012
UnumProvident 1998 - 2000
CIGNA Group Insurance 1994 - 1998
Continental Insurance Company 1989 - 1994
Skills
Sales, Disability Insurance, Health Insurance, Employee Benefits, Team Building, Insurance, Underwriting, Life Insurance
Education
University of Indianapolis
Business Administration
OneAmerica Financial Partners Inc. January 2014 - Present
OneAmerica April 2012 - January 2014
CIGNA 2000 - 2012
UnumProvident 1998 - 2000
CIGNA Group Insurance 1994 - 1998
Continental Insurance Company 1989 - 1994
Skills
Sales, Disability Insurance, Health Insurance, Employee Benefits, Team Building, Insurance, Underwriting, Life Insurance
Education
University of Indianapolis
Business Administration
Elisabeth Vasquez Hein Elisabeth Vasquez Hein's OneAmerica Experience September 2015 - Present
Job English Innovations Development Manager at OneAmerica
Industry Nonprofit Organization Management
Experience
OneAmerica September 2015 - Present
Plymouth Housing Group July 2012 - September 2015
Washington Academy of Languages 2001 - July 2012
American Red Cross Serving King & Kitsap Counties 2008 - 2011
New Futures 2005 - 2008
University of New Mexico January 2004 - May 2005
AmeriCorps VISTA 1998 - 1999
Skills
Community Outreach, Volunteer Management, Nonprofits, Project Management, Photography, Spanish, Program Management, Event Planning, Volunteering, Leadership, Education, Tutoring, Curriculum Design, ESL, Teaching, Non-profit Project..., Presenation/Facilitation, Spanish Translation &..., Program Development, Mentoring, Public Speaking, Fundraising
Education
The University of New Mexico 2003 — 2005
MA, Latin American Studies, GPA 4.0
Seattle Pacific University 2001 — 2001
Post-Baccalaureate Certificate, Teaching English as a Second Language
University of Washington 1996 — 1998
BA, Comparative History of Ideas
OneAmerica September 2015 - Present
Plymouth Housing Group July 2012 - September 2015
Washington Academy of Languages 2001 - July 2012
American Red Cross Serving King & Kitsap Counties 2008 - 2011
New Futures 2005 - 2008
University of New Mexico January 2004 - May 2005
AmeriCorps VISTA 1998 - 1999
Skills
Community Outreach, Volunteer Management, Nonprofits, Project Management, Photography, Spanish, Program Management, Event Planning, Volunteering, Leadership, Education, Tutoring, Curriculum Design, ESL, Teaching, Non-profit Project..., Presenation/Facilitation, Spanish Translation &..., Program Development, Mentoring, Public Speaking, Fundraising
Education
The University of New Mexico 2003 — 2005
MA, Latin American Studies, GPA 4.0
Seattle Pacific University 2001 — 2001
Post-Baccalaureate Certificate, Teaching English as a Second Language
University of Washington 1996 — 1998
BA, Comparative History of Ideas
Chris Coudret Chris Coudret's OneAmerica Experience January 2006 - Present
Job Vice President & Chief Distribution Officer at OneAmerica
Industry Insurance
Experience
OneAmerica January 2006 - Present
Golden Rule Insurance September 1989 - January 2006
PwC August 1986 - August 1989
Skills
Asset-based long-term..., Sales Organization..., Account Management, Insurance, Series 7, Series 24, CLU, ChFC, Financial Services, Series 6, Sales, Wealth Management
Education
University of Dayton 1982 — 1986
BS, Business Administration
OneAmerica January 2006 - Present
Golden Rule Insurance September 1989 - January 2006
PwC August 1986 - August 1989
Skills
Asset-based long-term..., Sales Organization..., Account Management, Insurance, Series 7, Series 24, CLU, ChFC, Financial Services, Series 6, Sales, Wealth Management
Education
University of Dayton 1982 — 1986
BS, Business Administration
Marion DeMoss Marion DeMoss's OneAmerica Experience September 2012 - January 2013
Job IEP & Adult Basic Education/GED Instructor at North Seattle Community College
Industry
Experience
North Seattle Community College June 2013 - Present
OneAmerica September 2012 - January 2013
South Park Information & Resource Center 2013 - 2013
Skills
PowerPoint, Editing, Curriculum Design, Spanish, Staff Development, Teaching, Program Development
Education
Seattle University 2010 — 2012
Master's degree, Teaching English as a Second or Foreign Language/ESL Language Instructor, A
North Seattle Community College June 2013 - Present
OneAmerica September 2012 - January 2013
South Park Information & Resource Center 2013 - 2013
Skills
PowerPoint, Editing, Curriculum Design, Spanish, Staff Development, Teaching, Program Development
Education
Seattle University 2010 — 2012
Master's degree, Teaching English as a Second or Foreign Language/ESL Language Instructor, A
Shaun A Wells Sr.'s OneAmerica Experience May 2012 - July 2012
Job System Engineer at Interactive Intelligence
Industry Information Technology and Services
Experience
Interactive Intelligence January 2015 - Present
Spectrum Technology, Inc. July 2012 - December 2014
OneAmerica May 2012 - July 2012
Brightpoint December 2011 - March 2012
Northrop Grumman Information Systems / City of Indianapolis November 2010 - December 2011
Dell July 2010 - November 2010
Telamon January 2010 - July 2010
Skills
Technical Support, Help Desk Support, Windows 7, Computer Hardware, Troubleshooting, Windows Server, DNS, Active Directory, System Administration, Customer Service, Hardware, Windows, Software Installation, Microsoft Office, Customer Satisfaction, System Deployment, Documentation, Problem Solving, Desktop Support, Operating Systems, TCP/IP, Customer Relations, XP, Access, Laptops, Microsoft Excel, Microsoft Exchange, Routers, Testing, Wireless Networking, Printers, DHCP, Excel, Word, Group Policy, Information Technology, VoIP, A Certified, Workstations, Altiris, Service Desk, Dell Computers, Servers, Computers, ConnectWise, Windows XP, Microsoft Word
Education
University of Indianapolis 2004 — 2006
Bachelor Of Science, Information Systems
Ball State University 2000 — 2003
Computer Science
Muncie Central High School 1995 — 1998
Interactive Intelligence January 2015 - Present
Spectrum Technology, Inc. July 2012 - December 2014
OneAmerica May 2012 - July 2012
Brightpoint December 2011 - March 2012
Northrop Grumman Information Systems / City of Indianapolis November 2010 - December 2011
Dell July 2010 - November 2010
Telamon January 2010 - July 2010
Skills
Technical Support, Help Desk Support, Windows 7, Computer Hardware, Troubleshooting, Windows Server, DNS, Active Directory, System Administration, Customer Service, Hardware, Windows, Software Installation, Microsoft Office, Customer Satisfaction, System Deployment, Documentation, Problem Solving, Desktop Support, Operating Systems, TCP/IP, Customer Relations, XP, Access, Laptops, Microsoft Excel, Microsoft Exchange, Routers, Testing, Wireless Networking, Printers, DHCP, Excel, Word, Group Policy, Information Technology, VoIP, A Certified, Workstations, Altiris, Service Desk, Dell Computers, Servers, Computers, ConnectWise, Windows XP, Microsoft Word
Education
University of Indianapolis 2004 — 2006
Bachelor Of Science, Information Systems
Ball State University 2000 — 2003
Computer Science
Muncie Central High School 1995 — 1998
Paul Branks Paul Branks's OneAmerica Experience 2006 - 2014
Job Vice President of Communications and Media Advocacy at American College of Sports Medicine
Industry Public Relations and Communications
Experience
American College of Sports Medicine 2014 - Present
OneAmerica 2006 - 2014
Anthem Blue Cross and Blue Shield/WellPoint, Inc. 2000 - 2006
Sigma Theta Tau International 1996 - 2000
Indiana Association of Realtors 1991 - 1996
United States Congressional Campaign 1990 - 1990
Skills
Corporate Communications, Internal Communications, Public Relations, Media Relations, Crisis Communications, Leadership, Strategic Communications, Process Improvement, Press Releases, Strategic Planning, Marketing Communications, Newsletters, Editing, Copywriting, Advertising, Public Speaking, Digital Media, employee communications, Writing, Employee Engagement, Strategy, Marketing
Education
Taylor University
Bachelor of Arts (BA), Mass Communications
Trenton High School
Diploma, English and Social Studies
American College of Sports Medicine 2014 - Present
OneAmerica 2006 - 2014
Anthem Blue Cross and Blue Shield/WellPoint, Inc. 2000 - 2006
Sigma Theta Tau International 1996 - 2000
Indiana Association of Realtors 1991 - 1996
United States Congressional Campaign 1990 - 1990
Skills
Corporate Communications, Internal Communications, Public Relations, Media Relations, Crisis Communications, Leadership, Strategic Communications, Process Improvement, Press Releases, Strategic Planning, Marketing Communications, Newsletters, Editing, Copywriting, Advertising, Public Speaking, Digital Media, employee communications, Writing, Employee Engagement, Strategy, Marketing
Education
Taylor University
Bachelor of Arts (BA), Mass Communications
Trenton High School
Diploma, English and Social Studies
Brian Hagen Brian Hagen's OneAmerica Experience October 2007 - March 2010
Job Partner at JohnLuke Financial
Industry Financial Services
Experience
John-Luke Financial June 2014 - Present
The Stevenson Group March 2010 - December 2014
OneAmerica October 2007 - March 2010
Standard Insurance Company 2004 - October 2007
Viatel 1996 - 2001
Skills
401k, Retirement, Retirement Planning, Profit Sharing, Retirement Plan..., Defined Benefit, Employee Benefits, Series 7, Defined Contribution, Insurance, Pensions, Series 63, ERISA, Series 65, Portfolio Management, Due Diligence, Financial Services, Strategic Financial..., Sales, Investments, Program Management, Risk Management, Health Insurance, Asset Management, Financial Advisory, Qualified Retirement..., Life Insurance, Term Life Insurance, Financial Planning
Education
Texas A&M University 1998 — 2002
BS, Economics- Ag Development - Spanish
John-Luke Financial June 2014 - Present
The Stevenson Group March 2010 - December 2014
OneAmerica October 2007 - March 2010
Standard Insurance Company 2004 - October 2007
Viatel 1996 - 2001
Skills
401k, Retirement, Retirement Planning, Profit Sharing, Retirement Plan..., Defined Benefit, Employee Benefits, Series 7, Defined Contribution, Insurance, Pensions, Series 63, ERISA, Series 65, Portfolio Management, Due Diligence, Financial Services, Strategic Financial..., Sales, Investments, Program Management, Risk Management, Health Insurance, Asset Management, Financial Advisory, Qualified Retirement..., Life Insurance, Term Life Insurance, Financial Planning
Education
Texas A&M University 1998 — 2002
BS, Economics- Ag Development - Spanish
Steve Jozwiakowski Steve Jozwiakowski's OneAmerica Experience December 2003 - November 2013
Job Client Services Manager at OneAmerica
Industry Financial Services
Experience
OneAmerica December 2003 - November 2013
Pan American Life May 2003 - December 2003
MBM Advisors November 2001 - March 2003
The 401(k) Company July 1999 - November 2001
Skills
401k, Employee Benefits, Mutual Funds, Retirement, Retirement Planning, Series 6, Insurance
Education
The University of Texas at Austin 1992 — 1998
History, Government, French
OneAmerica December 2003 - November 2013
Pan American Life May 2003 - December 2003
MBM Advisors November 2001 - March 2003
The 401(k) Company July 1999 - November 2001
Skills
401k, Employee Benefits, Mutual Funds, Retirement, Retirement Planning, Series 6, Insurance
Education
The University of Texas at Austin 1992 — 1998
History, Government, French
Scott Basham MBA, QKA's OneAmerica Experience September 2003 - Present
Job Management, Retirement Services
Industry Financial Services
Experience
OneAmerica September 2003 - Present
OneAmerica Financial Partners Inc. July 2004 - May 2013
OneAmerica September 2003 - July 2004
Fidelity Investments June 1994 - November 1999
Skills
Series 6, Process Improvement, Financial Services, CRM, Retirement Plan..., Six Sigma, Process Management, Client Services, Client Retention, Client Relationship..., Management, Green Belt, FINRA Series 6, Business Relationship..., Sales Process, Team Leadership
Education
University of Southern Indiana 2000 — 2003
Master of Business Administration (MBA), Management
University of Kentucky 1990 — 1994
Bachlor of Business Administration, Business/Finance
OneAmerica September 2003 - Present
OneAmerica Financial Partners Inc. July 2004 - May 2013
OneAmerica September 2003 - July 2004
Fidelity Investments June 1994 - November 1999
Skills
Series 6, Process Improvement, Financial Services, CRM, Retirement Plan..., Six Sigma, Process Management, Client Services, Client Retention, Client Relationship..., Management, Green Belt, FINRA Series 6, Business Relationship..., Sales Process, Team Leadership
Education
University of Southern Indiana 2000 — 2003
Master of Business Administration (MBA), Management
University of Kentucky 1990 — 1994
Bachlor of Business Administration, Business/Finance
Timothy P. Murray, CLU ChFC Timothy P. Murray, CLU ChFC's OneAmerica Experience July 2009 - July 2013
Job Expert at Long Term Care Planning
Industry Financial Services
Experience
Longevity Funding Solutions LLC December 2014 - Present
OneAmerica July 2009 - July 2013
John Hancock Life Insurance Company (U.S.A.) 2002 - 2009
The Guardian Life Insurance Company of America 1990 - 2002
Skills
Fixed Annuities, Disability Insurance, Long-term Care, Life Insurance, Retirement, Retirement Planning, Term Life Insurance, Insurance, Estate Planning, Whole Life, IRAs, 401k, Health Insurance, Series 6, Employee Benefits, Strategic Financial..., Series 7, Mutual Funds, Universal Life, Investments, Financial Advisory, Financial Services, Small Business, Finance, Financial Planners, Long Term Care Insurance, Series 63, FINRA, Securities, Roth IRA, Wealth Accumulation, Variable Annuities
Education
Saint Michael's College 1971 — 1975
Bachelor of Arts (BA) Cum Laude, Political Science
Longevity Funding Solutions LLC December 2014 - Present
OneAmerica July 2009 - July 2013
John Hancock Life Insurance Company (U.S.A.) 2002 - 2009
The Guardian Life Insurance Company of America 1990 - 2002
Skills
Fixed Annuities, Disability Insurance, Long-term Care, Life Insurance, Retirement, Retirement Planning, Term Life Insurance, Insurance, Estate Planning, Whole Life, IRAs, 401k, Health Insurance, Series 6, Employee Benefits, Strategic Financial..., Series 7, Mutual Funds, Universal Life, Investments, Financial Advisory, Financial Services, Small Business, Finance, Financial Planners, Long Term Care Insurance, Series 63, FINRA, Securities, Roth IRA, Wealth Accumulation, Variable Annuities
Education
Saint Michael's College 1971 — 1975
Bachelor of Arts (BA) Cum Laude, Political Science
Mikka Mabius's OneAmerica Experience June 2006 - April 2011
Job Leadership Development
Industry Professional Training & Coaching
Experience
Paragon Medical Services May 2011 - Present
Leadership Services Organization May 2011 - Present
OneAmerica June 2006 - April 2011
Ivy Tech Community College 2005 - 2006
Conseco July 1999 - April 2005
Providyn 1998 - 1999
First Indiana Bank 1995 - 1996
Indiana Federal 1989 - 1990
Skills
Performance Improvement, Coaching, Leadership Development, Employee Relations, Organizational...
Education
Purdue University Calumet 1986 — 1993
BA Organizational Psychology
Paragon Medical Services May 2011 - Present
Leadership Services Organization May 2011 - Present
OneAmerica June 2006 - April 2011
Ivy Tech Community College 2005 - 2006
Conseco July 1999 - April 2005
Providyn 1998 - 1999
First Indiana Bank 1995 - 1996
Indiana Federal 1989 - 1990
Skills
Performance Improvement, Coaching, Leadership Development, Employee Relations, Organizational...
Education
Purdue University Calumet 1986 — 1993
BA Organizational Psychology
Al Curnow Al Curnow's OneAmerica Experience 1993 - 2002
Job Consultant at High Performing Culture
Industry Management Consulting
Experience
High Performing Culture July 2015 - Present
Companion Life Insurance Company December 2009 - June 2015
Illinois Mutual January 2008 - December 2009
Spinnaker Benefits, Inc. 2002 - 2008
OneAmerica 1993 - 2002
The Paul Revere Life Insurance Company 1987 - 1993
Skills
Consulting, Management Consulting, Employee Engagement, Mentoring, Strategic Planning, Disability Insurance, Health Insurance, Insurance, Employee Benefits, Term Life Insurance
Education
University of Rhode Island 1983 — 1986
BA in Political Science
High Performing Culture July 2015 - Present
Companion Life Insurance Company December 2009 - June 2015
Illinois Mutual January 2008 - December 2009
Spinnaker Benefits, Inc. 2002 - 2008
OneAmerica 1993 - 2002
The Paul Revere Life Insurance Company 1987 - 1993
Skills
Consulting, Management Consulting, Employee Engagement, Mentoring, Strategic Planning, Disability Insurance, Health Insurance, Insurance, Employee Benefits, Term Life Insurance
Education
University of Rhode Island 1983 — 1986
BA in Political Science
Underwood, Sasha Underwood, Sasha's OneAmerica Experience October 2012 - November 2014
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
Adam Murgittroyd Adam Murgittroyd's OneAmerica Experience 2010 - 2011
Job Technical Architect Manager at Accenture
Industry Information Technology and Services
Experience
Accenture August 2008 - Present
Accenture May 2012 - Present
Accenture March 2010 - February 2012
Accenture March 2009 - July 2011
OneAmerica 2010 - 2011
Skills
PeopleSoft, PeopleSoft Administrator, PeopleSoft Security..., SharePoint, Microsoft Office, Analytical Skills, Leadership, Project Management, Project Planning, IT Project Lifecycle
Education
BE 2003 — 2008
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
The Ohio State University 2003 — 2008
BA, Aeronautical Engineering, Engineering, GPA: 3.34
Accenture August 2008 - Present
Accenture May 2012 - Present
Accenture March 2010 - February 2012
Accenture March 2009 - July 2011
OneAmerica 2010 - 2011
Skills
PeopleSoft, PeopleSoft Administrator, PeopleSoft Security..., SharePoint, Microsoft Office, Analytical Skills, Leadership, Project Management, Project Planning, IT Project Lifecycle
Education
BE 2003 — 2008
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
The Ohio State University 2003 — 2008
BA, Aeronautical Engineering, Engineering, GPA: 3.34
Bradley Wells's OneAmerica Experience August 2011 - December 2012
Job Team Lead, Internal Sales at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. March 2015 - Present
OneAmerica Financial Partners Inc. January 2013 - Present
OneAmerica August 2011 - December 2012
Oxford Financial Group, Ltd. March 2009 - July 2011
Oxford Financial Group, Ltd. January 2006 - March 2009
Skills
Investments, Trading, 401k, RFP, Sales, Salesforce.com, Portfolio Management, Alternative Investments, Mutual Funds, Retirement, Finance
Education
Purdue University - Krannert School of Management 2001 — 2005
B.S. of Management, Finance, Economics
OneAmerica Financial Partners Inc. March 2015 - Present
OneAmerica Financial Partners Inc. January 2013 - Present
OneAmerica August 2011 - December 2012
Oxford Financial Group, Ltd. March 2009 - July 2011
Oxford Financial Group, Ltd. January 2006 - March 2009
Skills
Investments, Trading, 401k, RFP, Sales, Salesforce.com, Portfolio Management, Alternative Investments, Mutual Funds, Retirement, Finance
Education
Purdue University - Krannert School of Management 2001 — 2005
B.S. of Management, Finance, Economics
Sean Cole's OneAmerica Experience March 2007 - Present
Job Assistant VicePresident Corporate Support at OneAmerica
Industry Insurance
Experience
OneAmerica March 2007 - Present
BMG Columbia House March 1996 - February 2007
Skills
Business Analysis, Vendor Management, Process Improvement, Insurance, Management, Risk Management, Leadership, Project Management, Operations Management, SDLC, Business Process..., Customer Service, Strategic Planning, SharePoint, Analysis, Team Building
Education
Purdue University
BS, Industrial Management
OneAmerica March 2007 - Present
BMG Columbia House March 1996 - February 2007
Skills
Business Analysis, Vendor Management, Process Improvement, Insurance, Management, Risk Management, Leadership, Project Management, Operations Management, SDLC, Business Process..., Customer Service, Strategic Planning, SharePoint, Analysis, Team Building
Education
Purdue University
BS, Industrial Management
Brent Logan, CEBS's OneAmerica Experience 1996 - Present
Job Director, Transition Services at OneAmerica
Industry Financial Services
Experience
OneAmerica 1996 - Present
Mercer 1994 - 1996
CIGNA 1990 - 1994
Skills
401k, Retirement, Employee Benefits, Series 63, Retirement Planning, Mutual Funds, Insurance, Fixed Annuities, Pensions, Series 7, Life Insurance, Health Insurance, ERISA
Education
University of Dubuque
Bachelors of Business Aministration
OneAmerica 1996 - Present
Mercer 1994 - 1996
CIGNA 1990 - 1994
Skills
401k, Retirement, Employee Benefits, Series 63, Retirement Planning, Mutual Funds, Insurance, Fixed Annuities, Pensions, Series 7, Life Insurance, Health Insurance, ERISA
Education
University of Dubuque
Bachelors of Business Aministration
Pete Adkins Pete Adkins's OneAmerica Experience 2001 - 2007
Job President
Industry Financial Services
Experience
Transamerica Life and Protection July 2010 - Present
Transamerica April 2008 - July 2010
OneAmerica 2001 - 2007
Amerus 1987 - 2001
Southwestern Life 1983 - 1987
Skills
Fixed Annuities, Sales, Series 7, Insurance, Securities, Health Insurance, Employee Benefits, Sales Management, Financial Advisory, Financial Services, New Business Development
Education
The Ohio State University 1980 — 1983
B.S., Marketing
Transamerica Life and Protection July 2010 - Present
Transamerica April 2008 - July 2010
OneAmerica 2001 - 2007
Amerus 1987 - 2001
Southwestern Life 1983 - 1987
Skills
Fixed Annuities, Sales, Series 7, Insurance, Securities, Health Insurance, Employee Benefits, Sales Management, Financial Advisory, Financial Services, New Business Development
Education
The Ohio State University 1980 — 1983
B.S., Marketing
Mark Hardwick's OneAmerica Experience March 2000 - July 2008
Job Co Owner at BenePerk, LLC
Industry Insurance
Experience
Bene-Perk, LLC January 2014 - Present
Hardwick Insurance Services, LLC August 2012 - Present
Tilson July 2008 - August 2012
OneAmerica March 2000 - July 2008
Insure One 1998 - 1999
Skills
15 Years experience in..., Retirement Planning, Insurance, Life Insurance, Health Insurance, Employee Benefits, 401k, Retirement, Benefits Administration, Pensions, Fixed Annuities, Deferred Compensation, Mutual Funds, Disability Insurance, Investments, IRAs, Defined Benefit, Long-term Care, Term Life Insurance, Retirement Plan..., Series 6, ERISA, Profit Sharing, Qualified Retirement..., Asset Allocation, Investment Advisory, Customer Service
Education
Purdue University 1984 — 1989
Lowell Senior High School 1980 — 1984
Bene-Perk, LLC January 2014 - Present
Hardwick Insurance Services, LLC August 2012 - Present
Tilson July 2008 - August 2012
OneAmerica March 2000 - July 2008
Insure One 1998 - 1999
Skills
15 Years experience in..., Retirement Planning, Insurance, Life Insurance, Health Insurance, Employee Benefits, 401k, Retirement, Benefits Administration, Pensions, Fixed Annuities, Deferred Compensation, Mutual Funds, Disability Insurance, Investments, IRAs, Defined Benefit, Long-term Care, Term Life Insurance, Retirement Plan..., Series 6, ERISA, Profit Sharing, Qualified Retirement..., Asset Allocation, Investment Advisory, Customer Service
Education
Purdue University 1984 — 1989
Lowell Senior High School 1980 — 1984
Chuck Ray's OneAmerica Experience August 2012 - August 2013
Job Vice President at Campus Benefits
Industry Insurance
Experience
Campus Benefits November 2013 - Present
OneAmerica August 2012 - August 2013
eNrollment Technologies, Inc. December 1999 - September 2012
Colonial Life May 1998 - September 2012
Northwestern Mutual January 1988 - June 1994
Skills
Disability Insurance, Employee Benefits, Insurance, Term Life Insurance, Life Insurance, Group Insurance
Education
The University of Georgia 1983 — 1987
Bachelor of Arts, Economics
Campus Benefits November 2013 - Present
OneAmerica August 2012 - August 2013
eNrollment Technologies, Inc. December 1999 - September 2012
Colonial Life May 1998 - September 2012
Northwestern Mutual January 1988 - June 1994
Skills
Disability Insurance, Employee Benefits, Insurance, Term Life Insurance, Life Insurance, Group Insurance
Education
The University of Georgia 1983 — 1987
Bachelor of Arts, Economics
Kenneth Albee Kenneth Albee's OneAmerica Experience March 2012 - June 2012
Job Systems Engineer at Hanesbrands Inc.
Industry Logistics and Supply Chain
Experience
Hanesbrands Inc. August 2015 - Present
Hanesbrands Inc. January 2014 - Present
Hanesbrands Inc. January 2014 - August 2015
University of Tennessee August 2012 - December 2013
dunnhumby May 2013 - August 2013
OneAmerica March 2012 - June 2012
University of Indianapolis August 2010 - April 2012
Conexus Indiana August 2011 - February 2012
OneAmerica May 2011 - August 2011
Magnum Logistics Inc September 2010 - May 2011
Skills
Data Analysis, Analysis, Leadership, Statistics, Microsoft Office, Microsoft Excel, Logistics, Access, Business Analysis, SQL, Accounting, PowerPoint, Microsoft Word, Forecasting, Customer Service, Design of Experiments, SAS, Time Series Analysis, Store Clustering, Machine Learning, Systems Engineering, Inventory Analysis, Assortment Optimization
Education
University of Tennessee-Knoxville 2012 — 2013
Master of Science (MS), Business Analytics, Graduated with a 4.0 cumulative GPA
University of Indianapolis - School of Business 2011 — 2012
Bachelor of Science (BS), Operations and Supply Chain Management
Hanesbrands Inc. August 2015 - Present
Hanesbrands Inc. January 2014 - Present
Hanesbrands Inc. January 2014 - August 2015
University of Tennessee August 2012 - December 2013
dunnhumby May 2013 - August 2013
OneAmerica March 2012 - June 2012
University of Indianapolis August 2010 - April 2012
Conexus Indiana August 2011 - February 2012
OneAmerica May 2011 - August 2011
Magnum Logistics Inc September 2010 - May 2011
Skills
Data Analysis, Analysis, Leadership, Statistics, Microsoft Office, Microsoft Excel, Logistics, Access, Business Analysis, SQL, Accounting, PowerPoint, Microsoft Word, Forecasting, Customer Service, Design of Experiments, SAS, Time Series Analysis, Store Clustering, Machine Learning, Systems Engineering, Inventory Analysis, Assortment Optimization
Education
University of Tennessee-Knoxville 2012 — 2013
Master of Science (MS), Business Analytics, Graduated with a 4.0 cumulative GPA
University of Indianapolis - School of Business 2011 — 2012
Bachelor of Science (BS), Operations and Supply Chain Management
Tom Jaehnel Tom Jaehnel's OneAmerica Experience 2008 - Present
Job Regional Marketing Director at OneAmerica
Industry Financial Services
Experience
OneAmerica 2008 - Present
Allstate Financial Services, LLC April 2005 - June 2008
Transamerica June 2003 - July 2004
SunAmerica Financial Group January 1997 - August 2002
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement, 401k, Retirement Planning, Series 63, Mutual Funds, Variable Annuities, Series 7, Long Term Care Insurance, Financial Services, Employee Benefits, Finance, Financial Advisory, Series 6, IRAs, FINRA, Portfolio Management, Long-term Care, Series 65
Education
University of Southern California 1990 — 1993
Bachelor of Science (B.S.), Business Administration and Management, Finance
OneAmerica 2008 - Present
Allstate Financial Services, LLC April 2005 - June 2008
Transamerica June 2003 - July 2004
SunAmerica Financial Group January 1997 - August 2002
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement, 401k, Retirement Planning, Series 63, Mutual Funds, Variable Annuities, Series 7, Long Term Care Insurance, Financial Services, Employee Benefits, Finance, Financial Advisory, Series 6, IRAs, FINRA, Portfolio Management, Long-term Care, Series 65
Education
University of Southern California 1990 — 1993
Bachelor of Science (B.S.), Business Administration and Management, Finance
Naomi McMillen Naomi McMillen's OneAmerica Experience July 2012 - November 2012
Job Research Intern at The Brookings Institution
Industry International Affairs
Experience
The Brookings Institution September 2015 - Present
eBags July 2015 - August 2015
Arts, Humanities, and Social Sciences, University of Denver January 2015 - June 2015
Journal of Public and International Affairs November 2014 - June 2015
Municipal League of King County May 2014 - July 2014
Seattle Human Rights Commission September 2013 - July 2014
Carney & Marchi, PS September 2011 - May 2014
The National Bureau of Asian Research February 2012 - January 2013
OneAmerica July 2012 - November 2012
University of Washington Libraries April 2010 - September 2011
Skills
Data Entry, Project Management, Legal Research, Data Analysis, Database Management, Writing, Editing, Data Visualization, Event Planning, Microsoft Excel, Policy Analysis, Social Media, International Relations, Public Speaking, Microsoft Office, Community Outreach, Nonprofits, Political Science, Research, Public Policy, Proposal Writing, Leadership, Policy
Education
University of Denver - Josef Korbel School of International Studies 2014 — 2016
Master's Degree, International Security, 3.9 G.P.A.
University of Washington 2007 — 2011
Bachelor's Degree, Political Science, 3.07 G.P.A.
The Brookings Institution September 2015 - Present
eBags July 2015 - August 2015
Arts, Humanities, and Social Sciences, University of Denver January 2015 - June 2015
Journal of Public and International Affairs November 2014 - June 2015
Municipal League of King County May 2014 - July 2014
Seattle Human Rights Commission September 2013 - July 2014
Carney & Marchi, PS September 2011 - May 2014
The National Bureau of Asian Research February 2012 - January 2013
OneAmerica July 2012 - November 2012
University of Washington Libraries April 2010 - September 2011
Skills
Data Entry, Project Management, Legal Research, Data Analysis, Database Management, Writing, Editing, Data Visualization, Event Planning, Microsoft Excel, Policy Analysis, Social Media, International Relations, Public Speaking, Microsoft Office, Community Outreach, Nonprofits, Political Science, Research, Public Policy, Proposal Writing, Leadership, Policy
Education
University of Denver - Josef Korbel School of International Studies 2014 — 2016
Master's Degree, International Security, 3.9 G.P.A.
University of Washington 2007 — 2011
Bachelor's Degree, Political Science, 3.07 G.P.A.
Chad Starr Chad Starr's OneAmerica Experience December 2006 - May 2015
Job Director / Experienced Leadership Professional
Industry Financial Services
Experience
OneAmerica December 2006 - May 2015
OneAmerica April 2001 - December 2006
DST Systems May 1996 - April 2000
Skills
Process Improvement, Vendor Management, Insurance, Business Analysis, Employee Benefits, Strategy, Financial Services, Call Centers, Leadership, Program Management, Risk Management, Change Management, Business Process..., Project Management, Management, Meeting Facilitation, Public Speaking, Operating Budgets, Volunteering, Retirement, Mutual Funds, Team Building, Team Leadership, Strategic Planning
Education
Maple Woods Community College 1994 — 1995
Business Administration and Management, General
University of Missouri-Kansas City 1990 — 1994
Business Administration and Management, General
OneAmerica December 2006 - May 2015
OneAmerica April 2001 - December 2006
DST Systems May 1996 - April 2000
Skills
Process Improvement, Vendor Management, Insurance, Business Analysis, Employee Benefits, Strategy, Financial Services, Call Centers, Leadership, Program Management, Risk Management, Change Management, Business Process..., Project Management, Management, Meeting Facilitation, Public Speaking, Operating Budgets, Volunteering, Retirement, Mutual Funds, Team Building, Team Leadership, Strategic Planning
Education
Maple Woods Community College 1994 — 1995
Business Administration and Management, General
University of Missouri-Kansas City 1990 — 1994
Business Administration and Management, General
Allison Kidman Allison Kidman's OneAmerica Experience February 2012 - Present
Job Disability Specialist for The Dealer Life Group
Industry Insurance
Experience
One Team Financial Group April 2013 - Present
OneAmerica February 2012 - Present
Nordstrom October 2008 - March 2009
Skills
- Visionary passion for..., Strategic Financial..., Customer Oriented, Organizational..., Assertive sales..., Motivated self-starter, Dynamic learner, Professional Product..., Highly detail oriented, Sales, Retirement
Education
University of Michigan 2005 — 2009
Liberal Arts, Marketing, English
One Team Financial Group April 2013 - Present
OneAmerica February 2012 - Present
Nordstrom October 2008 - March 2009
Skills
- Visionary passion for..., Strategic Financial..., Customer Oriented, Organizational..., Assertive sales..., Motivated self-starter, Dynamic learner, Professional Product..., Highly detail oriented, Sales, Retirement
Education
University of Michigan 2005 — 2009
Liberal Arts, Marketing, English
Marc Ravenscroft Marc Ravenscroft's OneAmerica Experience 2004 - 2006
Job Senior Vice President, LPL Financial, SE Division Business Development Manager
Industry Financial Services
Experience
LPL Financial October 2006 - Present
OneAmerica 2004 - 2006
The Guardian Life Insurance Company of America 2001 - 2004
Great-West Life and Annuity Insurance Company 1996 - 2001
Skills
FINRA, Series 7, Wealth Management, Mutual Funds, Series 63, Investments, Investment Advisory, Retirement Planning, Retirement, 401k, Asset Allocation, Securities, Alternative Investments, Strategic Financial..., Portfolio Management, Financial Services, Asset Management, Fixed Annuities, Insurance, Equities, Investment Strategies, Relationship Management, Financial Advisory, Financial Analysis, ETFs, Pensions, Business Development, Finance, Investment Management, Retirement Plan..., IRAs, Life Insurance, Trading, Sales, Banking, Sales Management, Wealth, Management
Education
University of California, Davis 1991 — 1996
LPL Financial October 2006 - Present
OneAmerica 2004 - 2006
The Guardian Life Insurance Company of America 2001 - 2004
Great-West Life and Annuity Insurance Company 1996 - 2001
Skills
FINRA, Series 7, Wealth Management, Mutual Funds, Series 63, Investments, Investment Advisory, Retirement Planning, Retirement, 401k, Asset Allocation, Securities, Alternative Investments, Strategic Financial..., Portfolio Management, Financial Services, Asset Management, Fixed Annuities, Insurance, Equities, Investment Strategies, Relationship Management, Financial Advisory, Financial Analysis, ETFs, Pensions, Business Development, Finance, Investment Management, Retirement Plan..., IRAs, Life Insurance, Trading, Sales, Banking, Sales Management, Wealth, Management
Education
University of California, Davis 1991 — 1996
Catherine Cao's OneAmerica Experience May 2011 - August 2011
Job Actuarial Analyst at Zurich Insurance
Industry Insurance
Experience
Zurich Insurance February 2012 - Present
Indiana Department of Insurance October 2011 - December 2011
Purdue University August 2011 - December 2011
OneAmerica May 2011 - August 2011
Essence Securities, Shenzhen/Beijing, PR China June 2010 - August 2010
Education
Purdue University 2009 — 2011
B.S., Actuarial Science, Statistics, Economics
Stetson University 2007 — 2008
Mathematics
Zurich Insurance February 2012 - Present
Indiana Department of Insurance October 2011 - December 2011
Purdue University August 2011 - December 2011
OneAmerica May 2011 - August 2011
Essence Securities, Shenzhen/Beijing, PR China June 2010 - August 2010
Education
Purdue University 2009 — 2011
B.S., Actuarial Science, Statistics, Economics
Stetson University 2007 — 2008
Mathematics
Scott Shover's OneAmerica Experience January 1987 - April 2006
Job Director, Actuarial Services at Golden Rule Insurance
Industry Financial Services
Experience
Golden Rule Insurance March 2011 - Present
Securian Financial Group May 2006 - March 2010
OneAmerica January 1987 - April 2006
Skills
Actuarial Science
Education
Purdue University
BS, Mathematics, Actuarial Option
Golden Rule Insurance March 2011 - Present
Securian Financial Group May 2006 - March 2010
OneAmerica January 1987 - April 2006
Skills
Actuarial Science
Education
Purdue University
BS, Mathematics, Actuarial Option
Hillary Wenning's OneAmerica Experience May 2011 - August 2011
Job Strategic Sourcing Coordinator at The Christ Hospital Health Network
Industry Hospital & Health Care
Experience
The Christ Hospital Health Network February 2015 - Present
Indiana University Health August 2011 - February 2015
University of Indianapolis August 2007 - May 2012
OneAmerica May 2011 - August 2011
MainSource Bank June 2010 - August 2010
Duke Energy Corporation May 2009 - August 2009
Margaret Mary Community Hospital May 2008 - August 2008
Skills
Analysis, Time Management, Customer Service, Finance, Supply Chain Management, Negotiation, Auditing, Internal Controls
Education
University of Indianapolis 2011 — 2012
Master of Business Administration (M.B.A.), Global Supply Chain Management
University of Indianapolis - School of Business 2007 — 2011
Bachelor's Degree, Finance
The Christ Hospital Health Network February 2015 - Present
Indiana University Health August 2011 - February 2015
University of Indianapolis August 2007 - May 2012
OneAmerica May 2011 - August 2011
MainSource Bank June 2010 - August 2010
Duke Energy Corporation May 2009 - August 2009
Margaret Mary Community Hospital May 2008 - August 2008
Skills
Analysis, Time Management, Customer Service, Finance, Supply Chain Management, Negotiation, Auditing, Internal Controls
Education
University of Indianapolis 2011 — 2012
Master of Business Administration (M.B.A.), Global Supply Chain Management
University of Indianapolis - School of Business 2007 — 2011
Bachelor's Degree, Finance
Russell Fruits Russell Fruits's OneAmerica Experience August 2008 - September 2010
Job Vice President for Sales and Marketing
Industry Food & Beverages
Experience
Grimm Brothers Brewhouse September 2010 - Present
Larimer County 2007 - Present
Bob Snyder Insurance Agency, Inc. September 2010 - Present
Loveland Classical Schools January 2011 - June 2012
Longs Peak Financial August 2008 - September 2010
OneAmerica August 2008 - September 2010
Solutions for Tuition October 2008 - September 2009
Boy Scouts of America February 2002 - August 2008
Skills
Fundraising, Public Speaking, Event Planning, Non-profits, Small Business, Sales Management, Marketing Strategy, Project Planning, Time Management, Nonprofits, Marketing, Budgets, Strategic Planning, Analysis, Public Relations, Contract Negotiation, Sales, Customer Service, Team Building, Leadership, Social Media, Insurance, Training, Leadership Development
Education
University of Wyoming 1996 — 2000
BA, Anthropology
University College London, U. of London 1997 — 1997
Grimm Brothers Brewhouse September 2010 - Present
Larimer County 2007 - Present
Bob Snyder Insurance Agency, Inc. September 2010 - Present
Loveland Classical Schools January 2011 - June 2012
Longs Peak Financial August 2008 - September 2010
OneAmerica August 2008 - September 2010
Solutions for Tuition October 2008 - September 2009
Boy Scouts of America February 2002 - August 2008
Skills
Fundraising, Public Speaking, Event Planning, Non-profits, Small Business, Sales Management, Marketing Strategy, Project Planning, Time Management, Nonprofits, Marketing, Budgets, Strategic Planning, Analysis, Public Relations, Contract Negotiation, Sales, Customer Service, Team Building, Leadership, Social Media, Insurance, Training, Leadership Development
Education
University of Wyoming 1996 — 2000
BA, Anthropology
University College London, U. of London 1997 — 1997
Seth Millman Seth Millman's OneAmerica Experience April 2008 - November 2008
Job Senior Consultant at Integrated Benefit Solutions
Industry Financial Services
Experience
Integrated Benefit Solutions January 2014 - Present
ING March 2012 - December 2013
Integrated Benefit Solutions November 2000 - March 2012
ING November 2008 - March 2011
American Diabetes Association 2007 - 2009
OneAmerica April 2008 - November 2008
JPMorgan Chase September 2007 - April 2008
TIAA-CREF February 2005 - August 2007
JPMorgan Retirement Plan Services 2002 - 2005
SunGard August 2001 - December 2001
Skills
Systems Analysis, Certified Project..., Documentation, Technical Writing, Product Support, Requirements Analysis, Business Analysis, Software Documentation, Disaster Recovery, Business Requirements, Change Management, Quality Assurance, Software Development, Analysis, Troubleshooting, Testing, Business Process..., Process Improvement, Project Management, Financial Services, SDLC, Requirements Gathering, Management, Project Planning, Cross-functional Team..., Product Management, Visio, PMP, SQL, Quality Center
Education
State University of New York College at Oneonta 1992 — 1997
BS, Business, Economics, Finance
Integrated Benefit Solutions January 2014 - Present
ING March 2012 - December 2013
Integrated Benefit Solutions November 2000 - March 2012
ING November 2008 - March 2011
American Diabetes Association 2007 - 2009
OneAmerica April 2008 - November 2008
JPMorgan Chase September 2007 - April 2008
TIAA-CREF February 2005 - August 2007
JPMorgan Retirement Plan Services 2002 - 2005
SunGard August 2001 - December 2001
Skills
Systems Analysis, Certified Project..., Documentation, Technical Writing, Product Support, Requirements Analysis, Business Analysis, Software Documentation, Disaster Recovery, Business Requirements, Change Management, Quality Assurance, Software Development, Analysis, Troubleshooting, Testing, Business Process..., Process Improvement, Project Management, Financial Services, SDLC, Requirements Gathering, Management, Project Planning, Cross-functional Team..., Product Management, Visio, PMP, SQL, Quality Center
Education
State University of New York College at Oneonta 1992 — 1997
BS, Business, Economics, Finance
Mohammed Sayeed, MBA's OneAmerica Experience May 2000 - December 2006
Job Supervisor at Citi Group
Industry Financial Services
Experience
Sycamore Rehabilitation Services, Inc. December 2014 - Present
Citi Group April 2011 - May 2012
Thomas E. Bastin CPA & Associates March 2009 - April 2011
Huntington Asset Services December 2006 - March 2009
OneAmerica May 2000 - December 2006
Stoops Nationalease, Inc. July 1999 - April 2000
Skills
Auditing, General Ledger, Financial Reporting, Financial Analysis, Accounting, Mutual Funds, Financial Modeling, Process Improvement, Financial Services, Investments, Budgets, Microsoft Excel, Strategic Financial..., Forecasting, Securities, Corporate Finance, Sarbanes-Oxley Act, Access, Analysis, Managerial Finance, Finance, Financial Planning, Internal Controls, Investment Management, Risk Management
Education
University of Indianapolis - School of Business 2007 — 2009
MBA
University of Indianapolis
Bachelor, Accounting
Sycamore Rehabilitation Services, Inc. December 2014 - Present
Citi Group April 2011 - May 2012
Thomas E. Bastin CPA & Associates March 2009 - April 2011
Huntington Asset Services December 2006 - March 2009
OneAmerica May 2000 - December 2006
Stoops Nationalease, Inc. July 1999 - April 2000
Skills
Auditing, General Ledger, Financial Reporting, Financial Analysis, Accounting, Mutual Funds, Financial Modeling, Process Improvement, Financial Services, Investments, Budgets, Microsoft Excel, Strategic Financial..., Forecasting, Securities, Corporate Finance, Sarbanes-Oxley Act, Access, Analysis, Managerial Finance, Finance, Financial Planning, Internal Controls, Investment Management, Risk Management
Education
University of Indianapolis - School of Business 2007 — 2009
MBA
University of Indianapolis
Bachelor, Accounting
Bryan Slama's OneAmerica Experience July 2007 - March 2012
Job Investment Advisor Representative
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. March 2012 - Present
OneAmerica July 2007 - March 2012
Skills
Fixed Annuities, Financial Analysis, Financial Advisory, Finance, Insurance, Financial Planners
Education
The University of North Dakota
BBA, Banking and Financial Economics
Transamerica Financial Advisors, Inc. March 2012 - Present
OneAmerica July 2007 - March 2012
Skills
Fixed Annuities, Financial Analysis, Financial Advisory, Finance, Insurance, Financial Planners
Education
The University of North Dakota
BBA, Banking and Financial Economics
Christopher Meisner, CFA, CRI Christopher Meisner, CFA, CRI's OneAmerica Experience June 2006 - August 2014
Job Regional Vice President, Mortgage Loans at OneAmerica Financial Partners Inc.
Industry Insurance
Experience
OneAmerica Financial Partners Inc. August 2014 - Present
OneAmerica June 2006 - August 2014
Skills
Underwriting, Financial Analysis, Investments, Portfolio Management, Asset Managment, Financial Modeling, Valuation, Due Diligence, Credit, Mortgage Lending, Microsoft Excel, Real Estate, Microsoft Office, Negotiation, Leases, Commercial Mortgages, Loans, Asset Management, Finance, Commercial Real Estate, Real Estate Financing, Investment Properties, Real Estate Development, Disposition, Credit Analysis, Risk Management, Equities, Fixed Income, Commercial Lending, Securities, Insurance, Real Estate Transactions, Structured Finance, Construction Loans, Capital Markets, Investment Strategies, Real Estate Economics, Brokerage, Mutual Funds, Banking, Mortgage Servicing, Funding
Education
Xavier University 2004 — 2006
Master of Business Administration (MBA), General Studies
The Ohio State University 1997 — 2001
Bachelor of Science in Business Administration, Finance
OneAmerica Financial Partners Inc. August 2014 - Present
OneAmerica June 2006 - August 2014
Skills
Underwriting, Financial Analysis, Investments, Portfolio Management, Asset Managment, Financial Modeling, Valuation, Due Diligence, Credit, Mortgage Lending, Microsoft Excel, Real Estate, Microsoft Office, Negotiation, Leases, Commercial Mortgages, Loans, Asset Management, Finance, Commercial Real Estate, Real Estate Financing, Investment Properties, Real Estate Development, Disposition, Credit Analysis, Risk Management, Equities, Fixed Income, Commercial Lending, Securities, Insurance, Real Estate Transactions, Structured Finance, Construction Loans, Capital Markets, Investment Strategies, Real Estate Economics, Brokerage, Mutual Funds, Banking, Mortgage Servicing, Funding
Education
Xavier University 2004 — 2006
Master of Business Administration (MBA), General Studies
The Ohio State University 1997 — 2001
Bachelor of Science in Business Administration, Finance
yasmin christopher yasmin christopher's OneAmerica Experience 2009 - 2010
Job Legislative Aide at Washington State Senator Pramila Jayapal
Industry Public Policy
Experience
Washington State Senator Pramila Jayapal November 2014 - Present
ASHHO March 2013 - November 2014
King County Superior Court January 2014 - May 2014
United States Attorney's Office August 2013 - December 2013
Washington Engage 2012 - 2012
Farrelli's Wood Fire Pizza 2008 - 2011
OneAmerica 2009 - 2010
Wyndham Vacation Ownership 2005 - 2007
Skills
American Sign Language, Public Speaking, Advocacy, Intercultural..., Immigration Law, Community Outreach, Legal Writing, Non-profits, Trials, Nonprofits, Westlaw, Policy, Policy Analysis, Research, Fundraising, Legal Research, Editing
Education
Seattle University School of Law 2011 — 2014
Doctor of Law (J.D.)
The Evergreen State College 2008 — 2010
Bachelor of Arts (B.A.), Political Science and Government
South Puget Sound Community College 2003 — 2005
Associate of Arts (A.A.)
Washington State Senator Pramila Jayapal November 2014 - Present
ASHHO March 2013 - November 2014
King County Superior Court January 2014 - May 2014
United States Attorney's Office August 2013 - December 2013
Washington Engage 2012 - 2012
Farrelli's Wood Fire Pizza 2008 - 2011
OneAmerica 2009 - 2010
Wyndham Vacation Ownership 2005 - 2007
Skills
American Sign Language, Public Speaking, Advocacy, Intercultural..., Immigration Law, Community Outreach, Legal Writing, Non-profits, Trials, Nonprofits, Westlaw, Policy, Policy Analysis, Research, Fundraising, Legal Research, Editing
Education
Seattle University School of Law 2011 — 2014
Doctor of Law (J.D.)
The Evergreen State College 2008 — 2010
Bachelor of Arts (B.A.), Political Science and Government
South Puget Sound Community College 2003 — 2005
Associate of Arts (A.A.)
Blaine Reber, MBA Blaine Reber, MBA's OneAmerica Experience June 2012 - June 2014
Job Field Vice President, Pension Risk Transfer at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. June 2014 - Present
OneAmerica June 2012 - June 2014
E*TRADE August 2010 - May 2012
PlatipusSports.com September 2009 - December 2011
NexTrust June 2009 - August 2010
Fidelity Investments August 2002 - March 2009
Fidelity Investments August 2003 - February 2006
NewRiver January 2002 - May 2003
Fidelity Investments May 1995 - January 2002
Fidelity Investments September 1993 - May 1995
Skills
Vendor Management, Process Improvement, Strategy, Cross-functional Team..., Program Management, Leadership, Outsourcing, Financial Services, Change Management, Strategic Planning, Management, Team Building, Product Development, Equities, Executive Management, 401k, Coaching, Defined Benefit, Business Development, Employee Benefits, Employee Engagement, Six Sigma, Business Strategy, Customer Service, P&L Management, Organizational..., Shared Services, Retirement Planning, Client Services, Retirement Plans, Institutional Clients, Business Analysis, Team Leadership, Insurance, IRAs, Contract Negotiation, SDLC, Mergers & Acquisitions, Marketing, Customer Relations, Contract Negotiations, Project Implementation, IRA's, New Business Development, Sales, CRM, Relationship Management, Pension Risk Transfer, Qualified Retirement..., Pension Administration
Education
University of Phoenix 1989 — 1991
MBA, Marketing
Southern Utah University 1986 — 1988
BA, Marketing and Accounting
William Howard Taft University 1984 — 1986
BS, Management
Basic High School 1980 — 1984
High School Diploma
OneAmerica Financial Partners Inc. June 2014 - Present
OneAmerica June 2012 - June 2014
E*TRADE August 2010 - May 2012
PlatipusSports.com September 2009 - December 2011
NexTrust June 2009 - August 2010
Fidelity Investments August 2002 - March 2009
Fidelity Investments August 2003 - February 2006
NewRiver January 2002 - May 2003
Fidelity Investments May 1995 - January 2002
Fidelity Investments September 1993 - May 1995
Skills
Vendor Management, Process Improvement, Strategy, Cross-functional Team..., Program Management, Leadership, Outsourcing, Financial Services, Change Management, Strategic Planning, Management, Team Building, Product Development, Equities, Executive Management, 401k, Coaching, Defined Benefit, Business Development, Employee Benefits, Employee Engagement, Six Sigma, Business Strategy, Customer Service, P&L Management, Organizational..., Shared Services, Retirement Planning, Client Services, Retirement Plans, Institutional Clients, Business Analysis, Team Leadership, Insurance, IRAs, Contract Negotiation, SDLC, Mergers & Acquisitions, Marketing, Customer Relations, Contract Negotiations, Project Implementation, IRA's, New Business Development, Sales, CRM, Relationship Management, Pension Risk Transfer, Qualified Retirement..., Pension Administration
Education
University of Phoenix 1989 — 1991
MBA, Marketing
Southern Utah University 1986 — 1988
BA, Marketing and Accounting
William Howard Taft University 1984 — 1986
BS, Management
Basic High School 1980 — 1984
High School Diploma
Wade Borth Wade Borth's OneAmerica Experience June 2011 - February 2013
Job Retirement and Income Planning, Cash Flow Banking, Fully Insured Pension Plans
Industry Financial Services
Experience
LJW Financial Inc. June 2011 - Present
OneAmerica June 2011 - February 2013
OneAmerica Financial Partners Inc. June 2004 - June 2011
Midwest Financial of ND March 1998 - May 2004
Thrivent Financial for Lutherans November 1989 - May 1998
Skills
Fixed Annuities, Disability Insurance, Wealth Management, Employee Benefits, Retirement Planning, Insurance, Retirement, Life Insurance, Whole Life, Long-term Care, Financial Planners, Leadership, IRAs, Term Life Insurance, Health Insurance, Estate Planning, Financial Services, Mutual Funds, Long Term Care Insurance, Training, Financial Planning
Education
Jamestown College 1986 — 1990
Bachelor of Arts (B.A.), Mathematics and Statistics, Economics
LJW Financial Inc. June 2011 - Present
OneAmerica June 2011 - February 2013
OneAmerica Financial Partners Inc. June 2004 - June 2011
Midwest Financial of ND March 1998 - May 2004
Thrivent Financial for Lutherans November 1989 - May 1998
Skills
Fixed Annuities, Disability Insurance, Wealth Management, Employee Benefits, Retirement Planning, Insurance, Retirement, Life Insurance, Whole Life, Long-term Care, Financial Planners, Leadership, IRAs, Term Life Insurance, Health Insurance, Estate Planning, Financial Services, Mutual Funds, Long Term Care Insurance, Training, Financial Planning
Education
Jamestown College 1986 — 1990
Bachelor of Arts (B.A.), Mathematics and Statistics, Economics
Jack Morey, CLU, ChFC Jack Morey, CLU, ChFC's OneAmerica Experience June 2007 - April 2013
Job Professions, LLC
Industry Insurance
Experience
Professions, LLC June 2013 - Present
OneAmerica June 2007 - April 2013
Guardian Life January 2003 - January 2006
Guardian Life January 1994 - January 2003
Skills
Financial Services, Recruiting, Financial Planners, Employee Benefits, Leadership, Insurance, Fixed Annuities, Retirement, Retirement Planning, Investments, Long-term Care, Start-ups, Life Insurance, Entrepreneurship, Sales, Team Building
Education
The American College
Professions, LLC June 2013 - Present
OneAmerica June 2007 - April 2013
Guardian Life January 2003 - January 2006
Guardian Life January 1994 - January 2003
Skills
Financial Services, Recruiting, Financial Planners, Employee Benefits, Leadership, Insurance, Fixed Annuities, Retirement, Retirement Planning, Investments, Long-term Care, Start-ups, Life Insurance, Entrepreneurship, Sales, Team Building
Education
The American College
Kelly Cropp Kelly Cropp's OneAmerica Experience May 2015 - Present
Job at OneAmerica
Industry Marketing and Advertising
Experience
OneAmerica May 2015 - Present
DDB March 2013 - March 2015
DDB Chicago August 2004 - March 2013
EuroRSCG 4D 2001 - 2004
Cognitive Concepts June 1999 - February 2001
Skills
Integrated Marketing, Interactive Marketing, Digital Marketing, Digital Strategy, Creative Strategy, Direct Marketing, Advertising, Interactive Advertising, Relationship Marketing, Marketing Communications, Mobile Marketing, Brand Development, Online Advertising, Creative Direction, Direct Mail, Social Media, Media Planning, Outdoor Advertising, Online Marketing, Digital Media, Email Marketing, Public Relations
Education
Southern Illinois University, Carbondale 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Normal Community High School
OneAmerica May 2015 - Present
DDB March 2013 - March 2015
DDB Chicago August 2004 - March 2013
EuroRSCG 4D 2001 - 2004
Cognitive Concepts June 1999 - February 2001
Skills
Integrated Marketing, Interactive Marketing, Digital Marketing, Digital Strategy, Creative Strategy, Direct Marketing, Advertising, Interactive Advertising, Relationship Marketing, Marketing Communications, Mobile Marketing, Brand Development, Online Advertising, Creative Direction, Direct Mail, Social Media, Media Planning, Outdoor Advertising, Online Marketing, Digital Media, Email Marketing, Public Relations
Education
Southern Illinois University, Carbondale 1995 — 1999
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Normal Community High School
Anthony Nieten's OneAmerica Experience May 2010 - August 2010
Job Strategic Pricing Manager at Indiana University Health
Industry Financial Services
Experience
Indiana University Health March 2015 - Present
Indiana University Health July 2013 - March 2015
Indiana University Health August 2011 - July 2013
OneAmerica May 2010 - August 2010
Skills
Actuarial Science, Insurance, Reinsurance, Business Intelligence, Databases, Team Leadership, Data Analysis, Analysis, Management, Leadership, PowerPoint, Public Speaking, Customer Service, Access, Analytics, Microsoft Excel, Process Improvement
Education
Purdue University 2007 — 2011
Bachelor of Science, Actuarial Science
Indiana University Health March 2015 - Present
Indiana University Health July 2013 - March 2015
Indiana University Health August 2011 - July 2013
OneAmerica May 2010 - August 2010
Skills
Actuarial Science, Insurance, Reinsurance, Business Intelligence, Databases, Team Leadership, Data Analysis, Analysis, Management, Leadership, PowerPoint, Public Speaking, Customer Service, Access, Analytics, Microsoft Excel, Process Improvement
Education
Purdue University 2007 — 2011
Bachelor of Science, Actuarial Science
George Brandt CLU George Brandt CLU's OneAmerica Experience April 2005 - March 2009
Job Disabled/
Industry Financial Services
Experience
Bankers Life and Casualty July 2010 - January 2012
OneAmerica April 2005 - March 2009
OneAmerica April 2005 - March 2009
Nationwide Financial January 2003 - March 2005
Provident Mutual May 1999 - December 2003
Education
University of Minnesota-Duluth 1968 — 1972
BA, Speech Pathology and Audiology
Bankers Life and Casualty July 2010 - January 2012
OneAmerica April 2005 - March 2009
OneAmerica April 2005 - March 2009
Nationwide Financial January 2003 - March 2005
Provident Mutual May 1999 - December 2003
Education
University of Minnesota-Duluth 1968 — 1972
BA, Speech Pathology and Audiology
Christy Glesing's OneAmerica Experience November 2011 - September 2013
Job Account Manager at Gracie Communications
Industry Marketing and Advertising
Experience
Gracie Communications March 2015 - Present
OneAmerica Financial Partners Inc. September 2013 - February 2015
OneAmerica November 2011 - September 2013
Anthem, Inc. August 2010 - November 2011
IronStrike April 2010 - August 2010
Christy Glesing PR November 2009 - August 2010
Downtown Indy 2004 - November 2009
Downtown Indy 1999 - 2004
Downtown Indy 1996 - 1999
Indiana Dept Of Commerce, Tourism Division 1995 - 1996
Skills
Public Relations, Corporate Communications, Community Relations, Strategic Communications, Copywriting, Social Media, Media Relations, Writing, Event Management, Editing, Marketing Communications, Blogging, Fundraising, Public Speaking, Press Releases, Non-profits, Promotions, Social Media Marketing, Nonprofits, Training, Community Development, Marketing, Integrated Marketing, Strategy, Advertising, Crisis Communications, Sponsorship, Newsletters, Volunteer Management, Social Networking, Communications Planning, Budgets, Program Management, Publicity, Event Planning, Internal Communications, Email Marketing
Education
Purdue University
Bachelor of Arts, Communications
Scecina Memorial High School
Gracie Communications March 2015 - Present
OneAmerica Financial Partners Inc. September 2013 - February 2015
OneAmerica November 2011 - September 2013
Anthem, Inc. August 2010 - November 2011
IronStrike April 2010 - August 2010
Christy Glesing PR November 2009 - August 2010
Downtown Indy 2004 - November 2009
Downtown Indy 1999 - 2004
Downtown Indy 1996 - 1999
Indiana Dept Of Commerce, Tourism Division 1995 - 1996
Skills
Public Relations, Corporate Communications, Community Relations, Strategic Communications, Copywriting, Social Media, Media Relations, Writing, Event Management, Editing, Marketing Communications, Blogging, Fundraising, Public Speaking, Press Releases, Non-profits, Promotions, Social Media Marketing, Nonprofits, Training, Community Development, Marketing, Integrated Marketing, Strategy, Advertising, Crisis Communications, Sponsorship, Newsletters, Volunteer Management, Social Networking, Communications Planning, Budgets, Program Management, Publicity, Event Planning, Internal Communications, Email Marketing
Education
Purdue University
Bachelor of Arts, Communications
Scecina Memorial High School
Danielle Tyson Danielle Tyson's OneAmerica Experience May 2015 - Present
Job VP Administration at OneAmerica
Industry Financial Services
Experience
OneAmerica May 2015 - Present
Coastal Payroll Services January 2014 - May 2015
Plaza Research May 2009 - January 2014
Burlington Coat Factory September 2007 - April 2008
Skills
Microsoft Office, Communication Skills, Employee Training, Office Administration, Administrative..., Writing, PowerPoint, Social Media, Presentations, Public Speaking, Conducting Interviews, Front Office, Organization, Creative Writing, Research, Customer Service, Project Management, Proofreading, Persuasive Presentation..., Persuasive Writing, Administrative...
Education
San Diego State University-California State University 2008 — 2013
Bachelor of Arts (BA), Communication, General
OneAmerica May 2015 - Present
Coastal Payroll Services January 2014 - May 2015
Plaza Research May 2009 - January 2014
Burlington Coat Factory September 2007 - April 2008
Skills
Microsoft Office, Communication Skills, Employee Training, Office Administration, Administrative..., Writing, PowerPoint, Social Media, Presentations, Public Speaking, Conducting Interviews, Front Office, Organization, Creative Writing, Research, Customer Service, Project Management, Proofreading, Persuasive Presentation..., Persuasive Writing, Administrative...
Education
San Diego State University-California State University 2008 — 2013
Bachelor of Arts (BA), Communication, General
Jennifer McGibbon Jennifer McGibbon's OneAmerica Experience July 2015 - Present
Job Executive Assistant at OneAmerica
Industry Insurance
Experience
OneAmerica July 2015 - Present
OneAmerica Financial Partners Inc. August 2014 - Present
Bingham Greenebaum Doll LLP March 2014 - August 2014
Young Clement &Rivers LLP August 2011 - March 2014
Charleston School of Law February 2008 - March 2011
Education
Trident Technical College
Paralegal
OneAmerica July 2015 - Present
OneAmerica Financial Partners Inc. August 2014 - Present
Bingham Greenebaum Doll LLP March 2014 - August 2014
Young Clement &Rivers LLP August 2011 - March 2014
Charleston School of Law February 2008 - March 2011
Education
Trident Technical College
Paralegal
Beverly Osborn's OneAmerica Experience November 1998 - July 2001
Job Executive Assistant at Eskenazi Health
Industry Hospital & Health Care
Experience
Eskenazi Health July 2015 - Present
Duke Realty Corporation February 2013 - June 2015
Duke Realty Corporation September 2007 - January 2013
Eli Lilly and Company May 2006 - September 2007
Childrens Medical Center August 2002 - June 2003
OneAmerica November 1998 - July 2001
Unitrin Business Insurance December 1988 - May 1994
Skills
Lease Administration, Administrative..., PowerPoint, Microsoft Excel, Act Database, Internet, Microsoft Word, Calendaring, Travel Management, Process Scheduler, Access, Administration, Office Management, Adobe Acrobat, Coordination, Spreadsheets, Real Estate, Budgets, Office Administration, Outlook, Event Planning, Invoicing, Databases, Confidentiality, Software Documentation, Time Management, Data Entry
Education
Forney High School 1966 — 1969
Trinity Valley Community College
Eskenazi Health July 2015 - Present
Duke Realty Corporation February 2013 - June 2015
Duke Realty Corporation September 2007 - January 2013
Eli Lilly and Company May 2006 - September 2007
Childrens Medical Center August 2002 - June 2003
OneAmerica November 1998 - July 2001
Unitrin Business Insurance December 1988 - May 1994
Skills
Lease Administration, Administrative..., PowerPoint, Microsoft Excel, Act Database, Internet, Microsoft Word, Calendaring, Travel Management, Process Scheduler, Access, Administration, Office Management, Adobe Acrobat, Coordination, Spreadsheets, Real Estate, Budgets, Office Administration, Outlook, Event Planning, Invoicing, Databases, Confidentiality, Software Documentation, Time Management, Data Entry
Education
Forney High School 1966 — 1969
Trinity Valley Community College
Craig Shrack CRPS's OneAmerica Experience October 2010 - January 2013
Job Regional Vice President at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2014 - Present
CUNA Mutual Retirement Solutions January 2013 - June 2014
OneAmerica October 2010 - January 2013
Retirement Plan Advisory Group May 2009 - November 2010
401(k) Advisors July 2009 - October 2010
Skills
Retirement Planning, 401k, Retirement, Mutual Funds, Investments, Retirement Plan..., Financial Services, Defined Contribution, Asset Allocation
Education
Purdue University 2005 — 2009
Bachelor of Science, Financial Counseling & Planning
Transamerica Retirement Solutions July 2014 - Present
CUNA Mutual Retirement Solutions January 2013 - June 2014
OneAmerica October 2010 - January 2013
Retirement Plan Advisory Group May 2009 - November 2010
401(k) Advisors July 2009 - October 2010
Skills
Retirement Planning, 401k, Retirement, Mutual Funds, Investments, Retirement Plan..., Financial Services, Defined Contribution, Asset Allocation
Education
Purdue University 2005 — 2009
Bachelor of Science, Financial Counseling & Planning
Shane Perry's OneAmerica Experience May 2005 - 2009
Job Absolute Return Solutions Inc.
Industry Financial Services
Experience
Absolute Return Solutions February 2014 - Present
Kingman Route 66 Rotary April 2011 - February 2014
G&S Certified Public Accountants, L.L.C. January 2010 - February 2014
Kingman Area Chamber of Commerce January 2010 - February 2014
Roman Catholic Diocese of Phoenix April 2010 - January 2014
OneAmerica May 2005 - 2009
InSource Inc. 2004 - 2005
McMahan Capital Management, L.L.C. 2003 - 2004
Skills
Public Speaking, Financial Analysis, Budgets, Microsoft Office, Accounting, Strategic Planning, Customer Service, Insurance, Strategic Financial..., Financial Reporting, Investments, Microsoft Excel, Marketing, Risk Management, Process Improvement, Small Business, Negotiation, Program Management, Team Building, Finance, Real Estate, Leadership, Business Planning
Education
Purdue University 1999 — 2003
Bachelor of Science, Finance
Absolute Return Solutions February 2014 - Present
Kingman Route 66 Rotary April 2011 - February 2014
G&S Certified Public Accountants, L.L.C. January 2010 - February 2014
Kingman Area Chamber of Commerce January 2010 - February 2014
Roman Catholic Diocese of Phoenix April 2010 - January 2014
OneAmerica May 2005 - 2009
InSource Inc. 2004 - 2005
McMahan Capital Management, L.L.C. 2003 - 2004
Skills
Public Speaking, Financial Analysis, Budgets, Microsoft Office, Accounting, Strategic Planning, Customer Service, Insurance, Strategic Financial..., Financial Reporting, Investments, Microsoft Excel, Marketing, Risk Management, Process Improvement, Small Business, Negotiation, Program Management, Team Building, Finance, Real Estate, Leadership, Business Planning
Education
Purdue University 1999 — 2003
Bachelor of Science, Finance
Daniel Schluge's OneAmerica Experience July 2000 - October 2012
Job Vice President Finance at Franklin College
Industry Higher Education
Experience
Franklin College October 2012 - Present
OneAmerica July 2000 - October 2012
Skills
Auditing, Process Improvement, Accounting, Financial Reporting, Sarbanes-Oxley, Financial Analysis, SEC filings, Strategic Financial..., Sarbanes-Oxley Act
Education
St. Joseph's College (IN) 1978 — 1982
Bachelor's degree, Accounting
Franklin College October 2012 - Present
OneAmerica July 2000 - October 2012
Skills
Auditing, Process Improvement, Accounting, Financial Reporting, Sarbanes-Oxley, Financial Analysis, SEC filings, Strategic Financial..., Sarbanes-Oxley Act
Education
St. Joseph's College (IN) 1978 — 1982
Bachelor's degree, Accounting
Amy Fandrei Amy Fandrei's OneAmerica Experience February 2003 - August 2004
Job Acquisitions Editor, For Dummies
Industry Publishing
Experience
John Wiley and Sons October 2007 - Present
Pearson Education June 2006 - October 2007
Pearson Education August 2004 - June 2006
OneAmerica February 2003 - August 2004
Sigma Kappa Sorority June 2001 - February 2003
Skills
Publishing, Books, Social Media, Content Development, Content Management, Project Management, Editing, Blogging, Email Marketing, Press Releases, Publications, Online Marketing, Social Media Marketing, Publicity, Newsletters, Content Strategy, Marketing, Copywriting, Writing, Web Content, Digital Media, Online Publishing
Education
State University of New York College at Geneseo 1997 — 2001
BA, Communication
John Wiley and Sons October 2007 - Present
Pearson Education June 2006 - October 2007
Pearson Education August 2004 - June 2006
OneAmerica February 2003 - August 2004
Sigma Kappa Sorority June 2001 - February 2003
Skills
Publishing, Books, Social Media, Content Development, Content Management, Project Management, Editing, Blogging, Email Marketing, Press Releases, Publications, Online Marketing, Social Media Marketing, Publicity, Newsletters, Content Strategy, Marketing, Copywriting, Writing, Web Content, Digital Media, Online Publishing
Education
State University of New York College at Geneseo 1997 — 2001
BA, Communication
Tim Grace Tim Grace's OneAmerica Experience March 2015 - Present
Job Relationship Manager at OneAmerica
Industry Financial Services
Experience
OneAmerica March 2015 - Present
Redan Retirement Consultants, LLC October 2011 - March 2015
New England Financial February 2009 - March 2012
Letsgo Land, LLC November 2006 - January 2009
401kExchange November 2004 - October 2006
Ascensus Retirement Services April 2000 - October 2004
Skills
Life Insurance, Retirement, ERISA Consulting, Qualified Plan..., Financial Services, Technology Consulting, Financial Advisory, ERISA, Defined Contribution, Investments, Profit Sharing, Defined Benefit, 403 b, Series 6, 401k, Consulting, Series 63, Mutual Funds, Retirement Planning, Finance
Education
University of Pennsylvania
BA - Political Science, Business & Public Policy - Wharton School of Business
OneAmerica March 2015 - Present
Redan Retirement Consultants, LLC October 2011 - March 2015
New England Financial February 2009 - March 2012
Letsgo Land, LLC November 2006 - January 2009
401kExchange November 2004 - October 2006
Ascensus Retirement Services April 2000 - October 2004
Skills
Life Insurance, Retirement, ERISA Consulting, Qualified Plan..., Financial Services, Technology Consulting, Financial Advisory, ERISA, Defined Contribution, Investments, Profit Sharing, Defined Benefit, 403 b, Series 6, 401k, Consulting, Series 63, Mutual Funds, Retirement Planning, Finance
Education
University of Pennsylvania
BA - Political Science, Business & Public Policy - Wharton School of Business
Scott Daniels's OneAmerica Experience October 2005 - July 2006
Job Regional Vice President Institutional Distribution
Industry Insurance
Experience
Prudential Life Insurance Company of America January 2013 - Present
The Hartford May 2011 - January 2013
MetLife February 2009 - May 2011
Lincoln Financial Distributors August 2006 - December 2008
OneAmerica October 2005 - July 2006
Magner Network - McCamish Systems January 2000 - August 2005
Magner Network 2000 - 2005
Skills
Insurance, Sales, Leadership, Life Insurance, Marketing, Sales Management, Disability Insurance, Strategic Planning, Team Building
Education
University of North Carolina at Charlotte 1988 — 1993
Bachelor of Science (BS), Political Science and Government
Clearwater central catholic
Prudential Life Insurance Company of America January 2013 - Present
The Hartford May 2011 - January 2013
MetLife February 2009 - May 2011
Lincoln Financial Distributors August 2006 - December 2008
OneAmerica October 2005 - July 2006
Magner Network - McCamish Systems January 2000 - August 2005
Magner Network 2000 - 2005
Skills
Insurance, Sales, Leadership, Life Insurance, Marketing, Sales Management, Disability Insurance, Strategic Planning, Team Building
Education
University of North Carolina at Charlotte 1988 — 1993
Bachelor of Science (BS), Political Science and Government
Clearwater central catholic
Ashley Scott Ashley Scott's OneAmerica Experience 2011 - Present
Job Senior Regional Manager at OneAmerica Employee Benefits
Industry Financial Services
Experience
OneAmerica 2011 - Present
Sun Life Financial 2002 - 2010
Skills
Dental, Client Retention, Employee Benefits, Sales Management, Brokers, Negotiation, Contract Negotiation, Selling, Disability Insurance, Customer Retention, Management, Sales, Life Insurance, Dentistry, Term Life Insurance, Sales Process, Health Insurance, Long-term Care, Critical Illness, Group Insurance, 401k, Health Savings Accounts
Education
Southern Methodist University - Cox School of Business 1998 — 2002
BBA and BFA, Marketing, Dance Performance
OneAmerica 2011 - Present
Sun Life Financial 2002 - 2010
Skills
Dental, Client Retention, Employee Benefits, Sales Management, Brokers, Negotiation, Contract Negotiation, Selling, Disability Insurance, Customer Retention, Management, Sales, Life Insurance, Dentistry, Term Life Insurance, Sales Process, Health Insurance, Long-term Care, Critical Illness, Group Insurance, 401k, Health Savings Accounts
Education
Southern Methodist University - Cox School of Business 1998 — 2002
BBA and BFA, Marketing, Dance Performance
Rachel Brozinick's OneAmerica Experience May 2011 - August 2011
Job Consultant at Appirio
Industry Information Technology and Services
Experience
Appirio August 2015 - Present
Appirio February 2014 - August 2015
Angie's List April 2012 - February 2014
OneAmerica May 2011 - August 2011
Indianapolis Pool Management June 2006 - August 2010
Skills
Access, Microsoft Office, Salesforce.com, Data Analysis, PowerPoint, Sales, Microsoft Excel, Leadership, Social Networking, Social Media, Time Management, Forecasting, Business Analysis, Microsoft Word, Process Improvement, Project Management, Analysis, Strategic Planning, Visio, Training
Education
University of Indianapolis - School of Business 2008 — 2012
Bachelor of Science, Information Systems
Carmel High School 2004 — 2008
Appirio August 2015 - Present
Appirio February 2014 - August 2015
Angie's List April 2012 - February 2014
OneAmerica May 2011 - August 2011
Indianapolis Pool Management June 2006 - August 2010
Skills
Access, Microsoft Office, Salesforce.com, Data Analysis, PowerPoint, Sales, Microsoft Excel, Leadership, Social Networking, Social Media, Time Management, Forecasting, Business Analysis, Microsoft Word, Process Improvement, Project Management, Analysis, Strategic Planning, Visio, Training
Education
University of Indianapolis - School of Business 2008 — 2012
Bachelor of Science, Information Systems
Carmel High School 2004 — 2008
Roxanne J. Morrison, MHRM, PHR, SHRM-CP's OneAmerica Experience May 2006 - October 2012
Job Human Resources Generalist at American Senior Communities
Industry Human Resources
Experience
American Senior Communities May 2015 - Present
Anthem, Inc. September 2013 - February 2015
First Merchants Corporation October 2012 - September 2013
OneAmerica May 2006 - October 2012
Skills
Employee Benefits, Training, Human Resources, Leadership, Interviews, Deferred Compensation, Pensions, Insurance, Retirement Planning, Management, 401k, Software Documentation, Retirement, Financial Services, Analysis, ERISA, Series 6, Budgets, Benefits Administration, Defined Benefit, Defined Contribution, Performance Management, Talent Management, Investments, Retirement Plan..., Resource Allocation, Department Budgeting, HR Metrics, Balanced Scorecard, Human Capital, Compensation & Benefit, Organizational..., Interviewing Skills, Strategic Planning, Onboarding, HRIS, Policy, Strategic Partner..., SWOT analysis, Human Resources Annual..., Seven Habits of Highly..., Regulatory Compliance, Trend Analysis, Forecasting, Financial Statement...
Education
Walden University 2012 — 2014
Master of Science (M.S.), Human Resources Management/Personnel Administration, General, 4.0 overall GPA out of a 4.0 scale
Purdue University 1997 — 2001
Bachelor of Science, Agricultural Economics
American Senior Communities May 2015 - Present
Anthem, Inc. September 2013 - February 2015
First Merchants Corporation October 2012 - September 2013
OneAmerica May 2006 - October 2012
Skills
Employee Benefits, Training, Human Resources, Leadership, Interviews, Deferred Compensation, Pensions, Insurance, Retirement Planning, Management, 401k, Software Documentation, Retirement, Financial Services, Analysis, ERISA, Series 6, Budgets, Benefits Administration, Defined Benefit, Defined Contribution, Performance Management, Talent Management, Investments, Retirement Plan..., Resource Allocation, Department Budgeting, HR Metrics, Balanced Scorecard, Human Capital, Compensation & Benefit, Organizational..., Interviewing Skills, Strategic Planning, Onboarding, HRIS, Policy, Strategic Partner..., SWOT analysis, Human Resources Annual..., Seven Habits of Highly..., Regulatory Compliance, Trend Analysis, Forecasting, Financial Statement...
Education
Walden University 2012 — 2014
Master of Science (M.S.), Human Resources Management/Personnel Administration, General, 4.0 overall GPA out of a 4.0 scale
Purdue University 1997 — 2001
Bachelor of Science, Agricultural Economics
Brian Grady Brian Grady's OneAmerica Experience June 2011 - Present
Job Relationship Executive at OneAmerica
Industry Financial Services
Experience
OneAmerica June 2011 - Present
Diversified Investment Advisors, Inc. February 2004 - June 2011
First American Bank December 2001 - December 2003
ABN AMRO December 1996 - December 2001
National City Bank January 1996 - December 1996
Bank of America October 1987 - December 1995
Continental Bank 1987 - 1994
Bank of America (fka Continental Trust Company) 1987 - 1994
Skills
Leadership, Internal Communications, Investments, Asset Managment, Retirement Planning, Employee Benefits, Sales, Retirement, New Business Development, Customer Service, Project Management, Financial Services, Public Speaking, Strategic Planning, Financial Analysis, Qualified Retirement..., 403 b, 401k, Pension Funds, retirement plan design, Pensions, Asset Management, Series 6, Series 63, ASPPA RPF Certificate, Mutual Funds, Defined Contribution, Relationship Management, Defined Benefit
Education
St. Norbert College 1983 — 1987
Bachelor of Arts (B.A.), Political Science and Government
American University's Washington Semester Program 1986 — 1986
Internship on Capitol Hill
OneAmerica June 2011 - Present
Diversified Investment Advisors, Inc. February 2004 - June 2011
First American Bank December 2001 - December 2003
ABN AMRO December 1996 - December 2001
National City Bank January 1996 - December 1996
Bank of America October 1987 - December 1995
Continental Bank 1987 - 1994
Bank of America (fka Continental Trust Company) 1987 - 1994
Skills
Leadership, Internal Communications, Investments, Asset Managment, Retirement Planning, Employee Benefits, Sales, Retirement, New Business Development, Customer Service, Project Management, Financial Services, Public Speaking, Strategic Planning, Financial Analysis, Qualified Retirement..., 403 b, 401k, Pension Funds, retirement plan design, Pensions, Asset Management, Series 6, Series 63, ASPPA RPF Certificate, Mutual Funds, Defined Contribution, Relationship Management, Defined Benefit
Education
St. Norbert College 1983 — 1987
Bachelor of Arts (B.A.), Political Science and Government
American University's Washington Semester Program 1986 — 1986
Internship on Capitol Hill
Samara Parra Samara Parra's OneAmerica Experience February 2015 - Present
Job Youth Organizer at OneAmerica
Industry Civic & Social Organization
Experience
OneAmerica February 2015 - Present
Microsoft September 2014 - February 2015
Tufts Health Plan November 2010 - November 2013
Poweri Technologies Inc. November 2009 - August 2010
Bancolombia Miami Agency October 2008 - April 2009
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Windows, English, Research, Data Entry, Access, Budgets, Spanish, Teamwork, Marketing Strategy, Software Documentation, Analysis, Outlook, Sales, Management
Education
University of Massachusetts Boston 2012 — 2014
Bachelor’s Degree, Political Science and minor in International Relations
OneAmerica February 2015 - Present
Microsoft September 2014 - February 2015
Tufts Health Plan November 2010 - November 2013
Poweri Technologies Inc. November 2009 - August 2010
Bancolombia Miami Agency October 2008 - April 2009
Skills
PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Windows, English, Research, Data Entry, Access, Budgets, Spanish, Teamwork, Marketing Strategy, Software Documentation, Analysis, Outlook, Sales, Management
Education
University of Massachusetts Boston 2012 — 2014
Bachelor’s Degree, Political Science and minor in International Relations
Jim Myers ChFC,MBA,QPFC,TGPC,CRPS Jim Myers ChFC,MBA,QPFC,TGPC,CRPS's OneAmerica Experience January 2015 - Present
Job Director, Retirement Education at OneAmerica
Industry Insurance
Experience
OneAmerica January 2015 - Present
Skills
Defined Contribution, Defined Benefit, 401k, 403 b, 457 Plans, 401a, Retirement Planning, Retirement Education, Employee Benefits, Pensions, Management, Strategic Financial..., Investment Strategies, Series 7, Series 24, Series 63, Series 65, Equities, Mutual Funds, Insurance
Education
Middle Tennseess State University
Master of Business Administration (MBA), Finance
University of Maryland College Park
BS, Business & Finance
OneAmerica January 2015 - Present
Skills
Defined Contribution, Defined Benefit, 401k, 403 b, 457 Plans, 401a, Retirement Planning, Retirement Education, Employee Benefits, Pensions, Management, Strategic Financial..., Investment Strategies, Series 7, Series 24, Series 63, Series 65, Equities, Mutual Funds, Insurance
Education
Middle Tennseess State University
Master of Business Administration (MBA), Finance
University of Maryland College Park
BS, Business & Finance
Matthew Larner Matthew Larner's OneAmerica Experience June 2015 - Present
Job HR Analytics Director at OneAmerica
Industry Research
Experience
OneAmerica June 2015 - Present
Indianapolis, IN February 2014 - June 2015
Aimco November 2012 - January 2014
Aimco May 2012 - November 2012
Aimco August 2011 - May 2012
Aimco November 2006 - August 2011
University of Notre Dame September 2002 - May 2007
University of Notre Dame September 2001 - May 2007
Skills
Statistics, Data Collection, Surveying, SPSS, Business Performance..., Data Analysis, Research, Public Speaking, Organizational..., Strategic Planning, Leadership Development, Microsoft Excel, Program Management, Recruiting, Project Management, Employee Engagement, Analytics, Team Building, Talent Management, Onboarding
Education
University of Notre Dame 2001 — 2007
Ph.D., Sociology, Economics
University of Dayton 1992 — 1996
B.A., Sociology, Communications Management
Cathedral High School
OneAmerica June 2015 - Present
Indianapolis, IN February 2014 - June 2015
Aimco November 2012 - January 2014
Aimco May 2012 - November 2012
Aimco August 2011 - May 2012
Aimco November 2006 - August 2011
University of Notre Dame September 2002 - May 2007
University of Notre Dame September 2001 - May 2007
Skills
Statistics, Data Collection, Surveying, SPSS, Business Performance..., Data Analysis, Research, Public Speaking, Organizational..., Strategic Planning, Leadership Development, Microsoft Excel, Program Management, Recruiting, Project Management, Employee Engagement, Analytics, Team Building, Talent Management, Onboarding
Education
University of Notre Dame 2001 — 2007
Ph.D., Sociology, Economics
University of Dayton 1992 — 1996
B.A., Sociology, Communications Management
Cathedral High School
Eric Bartley's OneAmerica Experience 2006 - 2007
Job Veteran Software Engineer
Industry Computer Software
Experience
NextGear Capital August 2014 - Present
Interactions Corporation July 2009 - August 2014
FusionSoft, LLC May 2008 - January 2011
Fusion Alliance December 2001 - May 2008
OneAmerica 2006 - 2007
Sallie Mae 2001 - 2006
Interactive Intelligence 2000 - 2001
Anthem 1998 - 2000
Purdue University 1993 - 1998
Education
Purdue University 1989 — 1993
Purdue University 1989 — 1993
Computer Electrical Engineering
NextGear Capital August 2014 - Present
Interactions Corporation July 2009 - August 2014
FusionSoft, LLC May 2008 - January 2011
Fusion Alliance December 2001 - May 2008
OneAmerica 2006 - 2007
Sallie Mae 2001 - 2006
Interactive Intelligence 2000 - 2001
Anthem 1998 - 2000
Purdue University 1993 - 1998
Education
Purdue University 1989 — 1993
Purdue University 1989 — 1993
Computer Electrical Engineering
Jeff Revell's OneAmerica Experience September 2006 - October 2007
Job Regional Sales Director at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group January 2013 - Present
Hartford Life August 2008 - March 2013
The Hartford August 2008 - January 2012
OneAmerica September 2006 - October 2007
Hartford Life December 1998 - September 2006
Skills
Territory Sales &..., Consultative Sales, Series 6, Series 63, Retirement Plan..., Retirement Plan..., Sales, Retirement, Employee Benefits, Business Development, Selling, Retirement Planning, B2B
Education
University of Illinois
Bachelor of Science
MassMutual Financial Group January 2013 - Present
Hartford Life August 2008 - March 2013
The Hartford August 2008 - January 2012
OneAmerica September 2006 - October 2007
Hartford Life December 1998 - September 2006
Skills
Territory Sales &..., Consultative Sales, Series 6, Series 63, Retirement Plan..., Retirement Plan..., Sales, Retirement, Employee Benefits, Business Development, Selling, Retirement Planning, B2B
Education
University of Illinois
Bachelor of Science
Tom Littlejohn's OneAmerica Experience March 2011 - November 2012
Job Business Intelligence Architect
Industry Information Technology and Services
Experience
OneAmerica Financial Partners Inc. November 2012 - Present
OneAmerica March 2011 - November 2012
Eli Lilly and Company 2008 - March 2011
Eli Lilly and Company 2003 - 2008
Eli Lilly and Co. 2000 - 2003
Eli Lilly and Company 1992 - 2000
American Management Systems (AMS) 1986 - 1992
US Air Force June 1981 - October 1986
Skills
Data Modeling, Data Profiling, Software Development, Requirements Gathering, Data Warehousing, Dimensional Modeling, ETL, Informatica, SSIS, Architecture, Data Management, Business Intelligence, Data Warehouse..., Data Integration, Star Schema, Data Marts, OLAP, Database Design, Business Intelligence..., Requirements Analysis, OLTP, Software Engineering, Relational Databases, Systems Analysis, Software Design, Logical Data Modeling, Databases, Integration, Application Development, Data Mapping, PL/SQL, SQL Server, RUP, Stored Procedures, Enterprise Architecture, Database Development, Application Architecture, Information Management, Technical Leadership, Business Requirements, Application Design, Business Analysis, SQL, Agile, ER/Studio, SDLC, Microsoft SQL Server, Data Architecture, Master Data Management, Oracle
Education
United States Air Force Academy
BS
The George Washington University
MS
MCHS
OneAmerica Financial Partners Inc. November 2012 - Present
OneAmerica March 2011 - November 2012
Eli Lilly and Company 2008 - March 2011
Eli Lilly and Company 2003 - 2008
Eli Lilly and Co. 2000 - 2003
Eli Lilly and Company 1992 - 2000
American Management Systems (AMS) 1986 - 1992
US Air Force June 1981 - October 1986
Skills
Data Modeling, Data Profiling, Software Development, Requirements Gathering, Data Warehousing, Dimensional Modeling, ETL, Informatica, SSIS, Architecture, Data Management, Business Intelligence, Data Warehouse..., Data Integration, Star Schema, Data Marts, OLAP, Database Design, Business Intelligence..., Requirements Analysis, OLTP, Software Engineering, Relational Databases, Systems Analysis, Software Design, Logical Data Modeling, Databases, Integration, Application Development, Data Mapping, PL/SQL, SQL Server, RUP, Stored Procedures, Enterprise Architecture, Database Development, Application Architecture, Information Management, Technical Leadership, Business Requirements, Application Design, Business Analysis, SQL, Agile, ER/Studio, SDLC, Microsoft SQL Server, Data Architecture, Master Data Management, Oracle
Education
United States Air Force Academy
BS
The George Washington University
MS
MCHS
Dustin McNary's OneAmerica Experience 2004 - 2005
Job Project Designer at Sport Graphics
Industry Graphic Design
Experience
Sport Graphics December 2005 - Present
OneAmerica 2004 - 2005
Skills
Graphic Design, InDesign, Illustrator, Adobe Creative Suite, Creative Direction, Logo Design, Corporate Identity, Graphics, Art Direction, Typography, Layout, Photoshop, Brochures, Illustration, Branding, Corporate Branding, Advertising
Education
Purdue University 1995 — 1999
Associate of Arts (A.A.), Technical Graphics
Hagerstown Jr. Sr. High 1990 — 1994
High School Diploma, General Studies
Sport Graphics December 2005 - Present
OneAmerica 2004 - 2005
Skills
Graphic Design, InDesign, Illustrator, Adobe Creative Suite, Creative Direction, Logo Design, Corporate Identity, Graphics, Art Direction, Typography, Layout, Photoshop, Brochures, Illustration, Branding, Corporate Branding, Advertising
Education
Purdue University 1995 — 1999
Associate of Arts (A.A.), Technical Graphics
Hagerstown Jr. Sr. High 1990 — 1994
High School Diploma, General Studies
Dave Lobeck's OneAmerica Experience 1988 - 2002
Job Pension Consultant at The Standard
Industry Financial Services
Experience
The Standard Pension ConsultantAUL/OneAmerica Retirement Services1989 - 2003
OneAmerica 1988 - 2002
Education
Purdue University 1982 — 1986
The Standard Pension ConsultantAUL/OneAmerica Retirement Services1989 - 2003
OneAmerica 1988 - 2002
Education
Purdue University 1982 — 1986
Sarah Fleck's OneAmerica Experience Bank ExaminerState of Indiana Department of Financial InstitutionsJanuary 2006 - June 2007
Job Senior Auditor at OneAmerica
Industry Accounting
Experience
OneAmerica Bank ExaminerState of Indiana Department of Financial InstitutionsJanuary 2006 - June 2007
Oak Street Mortgage September 2006 - December 2006
Oak Street Mortgage July 2005 - August 2006
Education
University of Evansville 1999 — 2003
OneAmerica Bank ExaminerState of Indiana Department of Financial InstitutionsJanuary 2006 - June 2007
Oak Street Mortgage September 2006 - December 2006
Oak Street Mortgage July 2005 - August 2006
Education
University of Evansville 1999 — 2003
Ada Williams Prince's OneAmerica Experience 2011 - 2014
Job Program Officer at Marguerite Casey Foundation
Industry Philanthropy
Experience
Marguerite Casey Foundation 2014 - Present
OneAmerica 2011 - 2014
Women's Refugee Commission August 2008 - April 2011
IRCT - International Rehabilitation Council for Torture Victims August 2007 - August 2008
Concern Worldwide May 2007 - August 2007
Plan International UK November 2006 - May 2007
Save the Children UK December 2004 - November 2006
USAID/Office of Foreign Disaster Assistance 2003 - 2004
Refugees International 2000 - 2003
KCTS 9 - Bill Nye the Science Guy 1997 - 1999
Skills
Community Development, Humanitarian, Refugees, International..., NGOs, Policy, Human Rights, Capacity Building, Policy Analysis, International Relations, Program Evaluation, Program Development, Humanitarian Assistance, Civil Society, Nonprofits, Africa, Diplomacy, Community Organizing, Economic Development, Food Security, Capacity Development, Reproductive Health, Philanthropy, International..., Workshop Facilitation, European Union, Technical Assistance, Grants, Public Policy, Foreign Policy, Grant Writing, International..., Strategic Communications, Fundraising, Qualitative Research, Community Outreach, Intercultural..., Global Health, Non-profit..., International Human..., Gender Equality, Research, Gender Mainstreaming, Board Development, Public Speaking, Public/private..., Corporate Social..., Advocacy, Training Management, Proposal Writing
Education
University of Bradford 1999 — 2000
Master's Degree, International Development Studies
School for International Training 1993 — 1995
Bachelor's Degree, International Studies
Marguerite Casey Foundation 2014 - Present
OneAmerica 2011 - 2014
Women's Refugee Commission August 2008 - April 2011
IRCT - International Rehabilitation Council for Torture Victims August 2007 - August 2008
Concern Worldwide May 2007 - August 2007
Plan International UK November 2006 - May 2007
Save the Children UK December 2004 - November 2006
USAID/Office of Foreign Disaster Assistance 2003 - 2004
Refugees International 2000 - 2003
KCTS 9 - Bill Nye the Science Guy 1997 - 1999
Skills
Community Development, Humanitarian, Refugees, International..., NGOs, Policy, Human Rights, Capacity Building, Policy Analysis, International Relations, Program Evaluation, Program Development, Humanitarian Assistance, Civil Society, Nonprofits, Africa, Diplomacy, Community Organizing, Economic Development, Food Security, Capacity Development, Reproductive Health, Philanthropy, International..., Workshop Facilitation, European Union, Technical Assistance, Grants, Public Policy, Foreign Policy, Grant Writing, International..., Strategic Communications, Fundraising, Qualitative Research, Community Outreach, Intercultural..., Global Health, Non-profit..., International Human..., Gender Equality, Research, Gender Mainstreaming, Board Development, Public Speaking, Public/private..., Corporate Social..., Advocacy, Training Management, Proposal Writing
Education
University of Bradford 1999 — 2000
Master's Degree, International Development Studies
School for International Training 1993 — 1995
Bachelor's Degree, International Studies
Brad Wehrfritz's OneAmerica Experience August 2008 - September 2014
Job Retirement Plan Consultant
Industry Financial Services
Experience
RPS Benefits Inc. February 2015 - Present
Lockton Companies September 2014 - February 2015
OneAmerica August 2008 - September 2014
Bank of America October 2005 - August 2008
Citi March 2003 - October 2005
Skills
Wealth Management, Financial Analysis, Customer Relations, Banking, Credit, Customer Service, Insurance, Retirement Benefits, Retirement Planning, Retirement Savings, Risk Management, Strategic Planning
Education
Saint Louis University 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
Saint Louis University 1998 — 2002
RPS Benefits Inc. February 2015 - Present
Lockton Companies September 2014 - February 2015
OneAmerica August 2008 - September 2014
Bank of America October 2005 - August 2008
Citi March 2003 - October 2005
Skills
Wealth Management, Financial Analysis, Customer Relations, Banking, Credit, Customer Service, Insurance, Retirement Benefits, Retirement Planning, Retirement Savings, Risk Management, Strategic Planning
Education
Saint Louis University 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
Saint Louis University 1998 — 2002
Brian Rider, PMP's OneAmerica Experience February 2015 - Present
Job eBusiness Operations Manager at OneAmerica
Industry Information Technology and Services
Experience
OneAmerica February 2015 - Present
OneAmerica October 2012 - January 2015
ITT Educational Services, Inc. August 2011 - September 2012
Liberty University September 2010 - August 2011
Liberty University December 2007 - September 2010
Principal Financial Group October 2002 - October 2007
Nortel Networks 1992 - 2002
Nortel Networks 1987 - 1992
Skills
PMP, Software Development, SharePoint, MS Project, Project Management, Disaster Recovery, SQL, Visio, Process Improvement, Quality Assurance, Cross-functional Team..., System Administration, Leadership, Unix, Business Process, SDLC, Databases, Management, Troubleshooting, Access, Telecommunications, Enterprise Software, Training, Risk Management, Business Analysis, Vendor Management, Information Technology, Oracle
Education
Purdue University 1982 — 1987
BS, Computer Science & Math
OneAmerica February 2015 - Present
OneAmerica October 2012 - January 2015
ITT Educational Services, Inc. August 2011 - September 2012
Liberty University September 2010 - August 2011
Liberty University December 2007 - September 2010
Principal Financial Group October 2002 - October 2007
Nortel Networks 1992 - 2002
Nortel Networks 1987 - 1992
Skills
PMP, Software Development, SharePoint, MS Project, Project Management, Disaster Recovery, SQL, Visio, Process Improvement, Quality Assurance, Cross-functional Team..., System Administration, Leadership, Unix, Business Process, SDLC, Databases, Management, Troubleshooting, Access, Telecommunications, Enterprise Software, Training, Risk Management, Business Analysis, Vendor Management, Information Technology, Oracle
Education
Purdue University 1982 — 1987
BS, Computer Science & Math
Suzanne Conrad's OneAmerica Experience May 1989 - Present
Job Sr. Business Consultant at OneAmerica
Industry Financial Services
Experience
OneAmerica May 1989 - Present
Skills
Requirements Gathering, SDLC, Business Analysis, Requirements Analysis, Business Requirements, Visio, Project Management, Change Management, Analysis, Business Process, Software Documentation, Business Process..., Process Improvement, IT Strategy, Team Leadership, Integration, Software Project..., User Acceptance Testing, IT Management
Education
Purdue University 1985 — 1989
BS, Krannert School of Management
OneAmerica May 1989 - Present
Skills
Requirements Gathering, SDLC, Business Analysis, Requirements Analysis, Business Requirements, Visio, Project Management, Change Management, Analysis, Business Process, Software Documentation, Business Process..., Process Improvement, IT Strategy, Team Leadership, Integration, Software Project..., User Acceptance Testing, IT Management
Education
Purdue University 1985 — 1989
BS, Krannert School of Management
Madeline Federico's OneAmerica Experience January 2011 - July 2011
Job Executive Assistant to CFO at Commonwealth Care Alliance
Industry International Trade and Development
Experience
Commonwealth Care Alliance September 2014 - Present
Cbeyond 2013 - 2013
OneAmerica January 2011 - July 2011
Cambridge NanoTech 2007 - 2010
Acusphere, Inc. 2006 - 2007
GE Water & Process Technologies 2003 - 2006
Skills
Project Management, Product Development
Education
Univ of North Florida 1986 — 1990
Bachelor of Business Administration, Marketing
University of North Florida
Bachelor of Arts, Business Administration
Commonwealth Care Alliance September 2014 - Present
Cbeyond 2013 - 2013
OneAmerica January 2011 - July 2011
Cambridge NanoTech 2007 - 2010
Acusphere, Inc. 2006 - 2007
GE Water & Process Technologies 2003 - 2006
Skills
Project Management, Product Development
Education
Univ of North Florida 1986 — 1990
Bachelor of Business Administration, Marketing
University of North Florida
Bachelor of Arts, Business Administration
J.P. Cain's OneAmerica Experience September 2013 - September 2014
Job Regional Financial Advice Sales Consultant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2014 - Present
OneAmerica September 2013 - September 2014
Charles Schwab July 2010 - August 2013
McCready & Keene December 2008 - December 2009
RolloverSystems November 2007 - May 2008
Wachovia February 2005 - November 2007
Wachovia September 2001 - February 2005
Skills
Investments, Mutual Funds, Qualified Retirement..., Series 7, Wealth Management, Equity Trading, Technical Analysis, Options Trading, Portfolio Analysis, IRAs, Mutual Fund Analysis, ETF Analysis, Financial Services, Asset Allocation, Series 63, 401k, Financial Advisory, Financial Planning, Leadership, Retirement, Retirement Plan..., Portfolio Management, Options, Retirement Planning, Sales
Education
Purdue University
BS, Financial Counseling and Planning
Ameriprise Financial Services, Inc. October 2014 - Present
OneAmerica September 2013 - September 2014
Charles Schwab July 2010 - August 2013
McCready & Keene December 2008 - December 2009
RolloverSystems November 2007 - May 2008
Wachovia February 2005 - November 2007
Wachovia September 2001 - February 2005
Skills
Investments, Mutual Funds, Qualified Retirement..., Series 7, Wealth Management, Equity Trading, Technical Analysis, Options Trading, Portfolio Analysis, IRAs, Mutual Fund Analysis, ETF Analysis, Financial Services, Asset Allocation, Series 63, 401k, Financial Advisory, Financial Planning, Leadership, Retirement, Retirement Plan..., Portfolio Management, Options, Retirement Planning, Sales
Education
Purdue University
BS, Financial Counseling and Planning
Bill Yoerger's OneAmerica Experience November 2011 - Present
Job President Retirement Services at OneAmerica
Industry Financial Services
Experience
OneAmerica November 2011 - Present
OneAmerica Financial Partners 1993 - Present
Education
The Ohio State University 1979 — 1983
BS in Business Administration
The Ohio State University Fisher College of Business 1979 — 1983
OneAmerica November 2011 - Present
OneAmerica Financial Partners 1993 - Present
Education
The Ohio State University 1979 — 1983
BS in Business Administration
The Ohio State University Fisher College of Business 1979 — 1983
Jeff Stafford's OneAmerica Experience 2011 - Present
Job Director of Compliance at OneAmerica
Industry Law Practice
Experience
OneAmerica 2011 - Present
Stafford Law Office 2009 - 2011
Clarian 2004 - 2009
Conseco 1997 - 2004
Skills
Risk Management, Contract Negotiation, Compliance, Mergers, Insurance, Securities, Due Diligence, Corporate Governance, Policy, Negotiation, Mergers & Acquisitions, Mediation, Arbitration, Privacy Law, Legal Research, Legal Compliance, Commercial Litigation, Litigation
Education
Washington University in St. Louis 1987 — 1990
Juris Doctorate, Law
Purdue University 1981 — 1986
BS
OneAmerica 2011 - Present
Stafford Law Office 2009 - 2011
Clarian 2004 - 2009
Conseco 1997 - 2004
Skills
Risk Management, Contract Negotiation, Compliance, Mergers, Insurance, Securities, Due Diligence, Corporate Governance, Policy, Negotiation, Mergers & Acquisitions, Mediation, Arbitration, Privacy Law, Legal Research, Legal Compliance, Commercial Litigation, Litigation
Education
Washington University in St. Louis 1987 — 1990
Juris Doctorate, Law
Purdue University 1981 — 1986
BS
Alice F. Davis, QKA's OneAmerica Experience March 2012 - April 2014
Job Client Services Manager at Atlanta Retirement Partners
Industry Financial Services
Experience
Atlanta Retirement Partners April 2014 - Present
OneAmerica March 2012 - April 2014
American United Life Insurance (AUL) March 2012 - April 2014
OneAmerica October 2006 - March 2012
American United Life Insurance (AUL) October 2006 - March 2012
Guardian June 2000 - September 2006
New England Financial September 1998 - May 2000
Skills
Retirement, Employee Benefits, Insurance, 401k, ERISA, FINRA Series 6, Series 63, Client Services, Client Retention, Client Relationship..., Salesforce.com, Series 6, Financial Services, CRM, Retirement Planning, Mutual Funds
Education
The University of Georgia 1994 — 1998
BBA, Marketing
University of Georgia - Terry College of Business 1994 — 1998
BBA, Marketing
Atlanta Retirement Partners April 2014 - Present
OneAmerica March 2012 - April 2014
American United Life Insurance (AUL) March 2012 - April 2014
OneAmerica October 2006 - March 2012
American United Life Insurance (AUL) October 2006 - March 2012
Guardian June 2000 - September 2006
New England Financial September 1998 - May 2000
Skills
Retirement, Employee Benefits, Insurance, 401k, ERISA, FINRA Series 6, Series 63, Client Services, Client Retention, Client Relationship..., Salesforce.com, Series 6, Financial Services, CRM, Retirement Planning, Mutual Funds
Education
The University of Georgia 1994 — 1998
BBA, Marketing
University of Georgia - Terry College of Business 1994 — 1998
BBA, Marketing
Angie Villandre, CFP®'s OneAmerica Experience September 2002 - July 2007
Job Senior Wealth Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
USAA July 2008 - August 2014
ING August 2007 - June 2008
OneAmerica September 2002 - July 2007
JMC Financial 1992 - 1994
Merrill Lynch 1991 - 1993
Education
Central Missouri State University 1984 — 1988
Vanguard September 2014 - Present
USAA July 2008 - August 2014
ING August 2007 - June 2008
OneAmerica September 2002 - July 2007
JMC Financial 1992 - 1994
Merrill Lynch 1991 - 1993
Education
Central Missouri State University 1984 — 1988
Casey Jackson's OneAmerica Experience August 2008 - December 2012
Job Senior Group Underwriter at AIG Benefit Solutions
Industry Insurance
Experience
AIG Benefit Solutions September 2012 - Present
OneAmerica August 2008 - December 2012
Skills
Insurance, Health Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Benefits Administration, Employee Benefits
Education
Stanford University 2000 — 2004
Bachelor of Science (B.S.), Biology, General
AIG Benefit Solutions September 2012 - Present
OneAmerica August 2008 - December 2012
Skills
Insurance, Health Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Benefits Administration, Employee Benefits
Education
Stanford University 2000 — 2004
Bachelor of Science (B.S.), Biology, General
Holly Mosier's OneAmerica Experience November 2012 - February 2013
Job Business Analyst at EXL LifePro
Industry Insurance
Experience
EXL March 2013 - Present
OneAmerica November 2012 - February 2013
One America 2008 - November 2012
Skills
SDLC, Process Improvement, User Acceptance Testing, Requirements Gathering, Requirements Analysis, Business Analysis, Visio, Software Documentation, Quality Assurance, Testing, Business Process..., Vendor Management, Software Project...
Education
University of Indianapolis - School of Business 1998 — 2009
Bachelor of Science, Information Systems
EXL March 2013 - Present
OneAmerica November 2012 - February 2013
One America 2008 - November 2012
Skills
SDLC, Process Improvement, User Acceptance Testing, Requirements Gathering, Requirements Analysis, Business Analysis, Visio, Software Documentation, Quality Assurance, Testing, Business Process..., Vendor Management, Software Project...
Education
University of Indianapolis - School of Business 1998 — 2009
Bachelor of Science, Information Systems
Jeanette Manning's OneAmerica Experience May 2004 - September 2012
Job FSA, CERA, MAAA
Industry Insurance
Experience
Stay at Home Mom September 2012 - Present
OneAmerica May 2004 - September 2012
OneAmerica (American United Life Ins. Co.) 2004 - September 2012
CIGNA 2003 - 2003
American United Life 2001 - 2003
Skills
Actuarial Science, Life Insurance, FSA, Insurance, Risk Management, Actuaries, Enterprise Risk..., Financial Risk, Employee Benefits
Education
Purdue University 2000 — 2004
B.S., Actuarial Science, Statistics
Stay at Home Mom September 2012 - Present
OneAmerica May 2004 - September 2012
OneAmerica (American United Life Ins. Co.) 2004 - September 2012
CIGNA 2003 - 2003
American United Life 2001 - 2003
Skills
Actuarial Science, Life Insurance, FSA, Insurance, Risk Management, Actuaries, Enterprise Risk..., Financial Risk, Employee Benefits
Education
Purdue University 2000 — 2004
B.S., Actuarial Science, Statistics
Debra Foster's OneAmerica Experience March 2012 - Present
Job Supervisor, Retail/IB Sales desk
Industry Insurance
Experience
OneAmerica Financial Partners Inc. December 2014 - Present
OneAmerica March 2012 - Present
OneAmerica July 2000 - March 2012
OneAmerica October 1996 - July 2000
Citizens Bank March 1983 - October 1996
Skills
Fixed Annuities, Retirement, Life Insurance, Insurance, Financial Services, Call Centers, Term Life Insurance, Retirement Planning, Health Insurance, Underwriting, Pensions, Mortgage Lending, Series 6, Loans, Series 63, Whole Life, Finance, Variable Annuities, General Insurance, Universal Life, Long Term Care Insurance, Marketing Strategy, Sales, Banking, IRAs, Brokers, Long-term Care, Disability Insurance, 401k
Education
University of Indianapolis 2007 — 2009
BS, Organizational Leadership, Cum Laude
OneAmerica Financial Partners Inc. December 2014 - Present
OneAmerica March 2012 - Present
OneAmerica July 2000 - March 2012
OneAmerica October 1996 - July 2000
Citizens Bank March 1983 - October 1996
Skills
Fixed Annuities, Retirement, Life Insurance, Insurance, Financial Services, Call Centers, Term Life Insurance, Retirement Planning, Health Insurance, Underwriting, Pensions, Mortgage Lending, Series 6, Loans, Series 63, Whole Life, Finance, Variable Annuities, General Insurance, Universal Life, Long Term Care Insurance, Marketing Strategy, Sales, Banking, IRAs, Brokers, Long-term Care, Disability Insurance, 401k
Education
University of Indianapolis 2007 — 2009
BS, Organizational Leadership, Cum Laude
Peggy Reiff's OneAmerica Experience 2007 - 2008
Job Assistant for Reiff Search Solutions and Grandma (loving it)!
Industry Staffing and Recruiting
Experience
Reiff Search Solutions July 2012 - Present
CREW Technical Services May 2008 - July 2012
OneAmerica 2007 - 2008
Zionsville Community Schools 1995 - 2007
Northwestern Mutual 1981 - 1983
Education
Purdue University 1979 — 1983
B.S., Management
Clinton Central High School 1975 — 1979
Diploma
Reiff Search Solutions July 2012 - Present
CREW Technical Services May 2008 - July 2012
OneAmerica 2007 - 2008
Zionsville Community Schools 1995 - 2007
Northwestern Mutual 1981 - 1983
Education
Purdue University 1979 — 1983
B.S., Management
Clinton Central High School 1975 — 1979
Diploma
Wade Borth's OneAmerica Experience July 2004 - Present
Job Director of Distribution at OneAmerica
Industry Insurance
Experience
OneAmerica July 2004 - Present
Midwest Financial Services February 1997 - June 2004
Education
University of Jamestown 1986 — 1990
BA, Economics, Mathmatics, and Political Science
OneAmerica July 2004 - Present
Midwest Financial Services February 1997 - June 2004
Education
University of Jamestown 1986 — 1990
BA, Economics, Mathmatics, and Political Science
Barbara Adam, SPHR, CCP's OneAmerica Experience 2005 - 2007
Job HR Manager at Cummins Inc.
Industry Human Resources
Experience
Cummins Inc. August 2014 - Present
Indiana University Health August 2013 - August 2014
Cummins Inc. June 2012 - August 2013
Cummins, Inc November 2010 - June 2012
Cummins November 2009 - November 2010
Cummins June 2007 - November 2009
OneAmerica 2005 - 2007
PricewaterhouseCoopers 2001 - 2005
Skills
Employee Engagement, Organizational..., Performance Management, Onboarding, Human Resources, Employee Relations, Employee Benefits, Talent Acquisition, Succession Planning, Benefits Administration, Compensation & Benefit, Compensation Structures, Personnel Management, Labor Relations, HRIS, FMLA, Process Improvement, Workforce Planning, New Hire Orientations, College Recruiting, Talent Management, Deferred Compensation, Applicant Tracking..., Recruiting, Employment Law, Interviews, Leadership, Sourcing, Compensation & Benefits
Education
University of Indianapolis 1997 — 2001
Bachelor of Science (B.S.), Accounting and Human Resources Management
University of Indianapolis - School of Business 1997 — 2001
Bachelor, Accounting & HR Management
Cummins Inc. August 2014 - Present
Indiana University Health August 2013 - August 2014
Cummins Inc. June 2012 - August 2013
Cummins, Inc November 2010 - June 2012
Cummins November 2009 - November 2010
Cummins June 2007 - November 2009
OneAmerica 2005 - 2007
PricewaterhouseCoopers 2001 - 2005
Skills
Employee Engagement, Organizational..., Performance Management, Onboarding, Human Resources, Employee Relations, Employee Benefits, Talent Acquisition, Succession Planning, Benefits Administration, Compensation & Benefit, Compensation Structures, Personnel Management, Labor Relations, HRIS, FMLA, Process Improvement, Workforce Planning, New Hire Orientations, College Recruiting, Talent Management, Deferred Compensation, Applicant Tracking..., Recruiting, Employment Law, Interviews, Leadership, Sourcing, Compensation & Benefits
Education
University of Indianapolis 1997 — 2001
Bachelor of Science (B.S.), Accounting and Human Resources Management
University of Indianapolis - School of Business 1997 — 2001
Bachelor, Accounting & HR Management
Scott Hickner's OneAmerica Experience Actuarial Analyst SR IIOneAmericaJuly 2011 - Present
Job Actuarial Analyst SR II at OneAmerica
Industry Insurance
Experience
OneAmerica Actuarial Analyst SR IIOneAmericaJuly 2011 - Present
Golden Rule Insurance 1996 - 2005
Education
Purdue University 2000 — 2006
BS, Math
OneAmerica Actuarial Analyst SR IIOneAmericaJuly 2011 - Present
Golden Rule Insurance 1996 - 2005
Education
Purdue University 2000 — 2006
BS, Math
Holly Kraick's OneAmerica Experience November 2004 - June 2009
Job Internal Pension Marketing Rep
Industry Insurance
Experience
Ohio National Financial Services August 2015 - Present
Ohio National Financial Services April 2014 - Present
Ohio National Financial Services August 2013 - April 2014
OneAmerica November 2004 - June 2009
Skills
Insurance, Retirement, Cold Calling, Customer Service, Education, Fixed Annuities, 401k, Series 6
Education
University of Indianapolis 2000 — 2004
Bachelor of Arts, History
Ohio National Financial Services August 2015 - Present
Ohio National Financial Services April 2014 - Present
Ohio National Financial Services August 2013 - April 2014
OneAmerica November 2004 - June 2009
Skills
Insurance, Retirement, Cold Calling, Customer Service, Education, Fixed Annuities, 401k, Series 6
Education
University of Indianapolis 2000 — 2004
Bachelor of Arts, History
Jennifer Barto, ERPA, QPA, QKA's OneAmerica Experience 1998 - 2002
Job Team Leader, Benefit Planning Consultants, Inc.
Industry Human Resources
Experience
Benefit Planning Consultants, Inc. January 2002 - Present
OneAmerica 1998 - 2002
OneAmerica May 1994 - June 1998
Skills
Retirement, Pensions, 401k, Retirement Planning, Defined Contribution, Benefits Administration, Employee Benefits, Pension Administration, Retirement Plan..., Profit Sharing, Defined Benefit, Qualified Retirement..., Organizational..., ERISA
Education
Purdue University - Krannert School of Management 1989 — 1993
BS, Management
Benefit Planning Consultants, Inc. January 2002 - Present
OneAmerica 1998 - 2002
OneAmerica May 1994 - June 1998
Skills
Retirement, Pensions, 401k, Retirement Planning, Defined Contribution, Benefits Administration, Employee Benefits, Pension Administration, Retirement Plan..., Profit Sharing, Defined Benefit, Qualified Retirement..., Organizational..., ERISA
Education
Purdue University - Krannert School of Management 1989 — 1993
BS, Management
Michael Chase's OneAmerica Experience 2012 - Present
Job New Business Development | Revenue Growth | Sales Management
Industry Insurance
Experience
OneAmerica 2012 - Present
OneAmerica 1999 - 2012
Provident Life and Accident Insurance Company 1998 - 1999
Great West Life Insurance Company 1996 - 1998
Skills
Disability Insurance, Sales Management, New Business Development, Customer Relations, Negotiation, Sales, Leadership, Sales Operations, Insurance, Employee Benefits, Selling, Microsoft Excel, Term Life Insurance, Executive Management, Customer Service, Relationship Management, Coaching, Customer Retention, Life Insurance
Education
University of North Carolina at Chapel Hill 1991 — 1996
Bachelor of Arts, Political Science
OneAmerica 2012 - Present
OneAmerica 1999 - 2012
Provident Life and Accident Insurance Company 1998 - 1999
Great West Life Insurance Company 1996 - 1998
Skills
Disability Insurance, Sales Management, New Business Development, Customer Relations, Negotiation, Sales, Leadership, Sales Operations, Insurance, Employee Benefits, Selling, Microsoft Excel, Term Life Insurance, Executive Management, Customer Service, Relationship Management, Coaching, Customer Retention, Life Insurance
Education
University of North Carolina at Chapel Hill 1991 — 1996
Bachelor of Arts, Political Science
Todd Sippel's OneAmerica Experience October 2015 - Present
Job OneAmerica Retirement Services
Industry Financial Services
Experience
OneAmerica October 2015 - Present
BMO Retirement Services 2012 - September 2015
M&I Institutional Trust Services October 2008 - July 2012
M&I Bank August 2006 - September 2008
M&I Bank June 2000 - September 2005
Skills
Banking
Education
Ripon College 1991 — 1995
Fond du Lac High School 1988 — 1991
OneAmerica October 2015 - Present
BMO Retirement Services 2012 - September 2015
M&I Institutional Trust Services October 2008 - July 2012
M&I Bank August 2006 - September 2008
M&I Bank June 2000 - September 2005
Skills
Banking
Education
Ripon College 1991 — 1995
Fond du Lac High School 1988 — 1991
Joe Deynoodt's OneAmerica Experience September 2012 - June 2013
Job Senior Sales Representative Aflac
Industry Insurance
Experience
Aflac April 2015 - Present
Visual Benefit Communications, Inc./ Worxtime June 2013 - March 2015
OneAmerica September 2012 - June 2013
Humana April 2005 - June 2012
The Guardian Life Insurance 2004 - March 2005
Unum October 1988 - December 2003
Skills
Employee Benefits, Disability Insurance, Health Savings Accounts, Benefits Administration, Health Insurance, Insurance, Health Care Reform, Brokers, Life Insurance, Term Life Insurance, Flexible Spending..., Accident, 401k, Self-funded, Critical Illness, Long-term Care, Sales, Underwriting, Whole Life, Group Insurance, Universal Life, Long Term Care Insurance, COBRA, Affordable Care Act
Education
Southeastern Louisiana University 1979 — 1984
BS, Management/Finance
Aflac April 2015 - Present
Visual Benefit Communications, Inc./ Worxtime June 2013 - March 2015
OneAmerica September 2012 - June 2013
Humana April 2005 - June 2012
The Guardian Life Insurance 2004 - March 2005
Unum October 1988 - December 2003
Skills
Employee Benefits, Disability Insurance, Health Savings Accounts, Benefits Administration, Health Insurance, Insurance, Health Care Reform, Brokers, Life Insurance, Term Life Insurance, Flexible Spending..., Accident, 401k, Self-funded, Critical Illness, Long-term Care, Sales, Underwriting, Whole Life, Group Insurance, Universal Life, Long Term Care Insurance, COBRA, Affordable Care Act
Education
Southeastern Louisiana University 1979 — 1984
BS, Management/Finance
Rene Archer's OneAmerica Experience 1991 - 2001
Job Consultant US Advanced Analytics at Eli Lilly and Company
Industry Information Technology and Services
Experience
Eli Lilly and Company June 2013 - Present
Eli Lilly July 2001 - Present
OneAmerica 1991 - 2001
Skills
Business Analysis, SDLC, Business Intelligence, Pharmaceutical Industry, Requirements Analysis, Business Case, Requirements Gathering, Computer System..., Cross-functional Team..., Vendor Management, IT Strategy, Master Data Management, Program Management, Business Process, SAP, Managed Care, Data Analysis, Strategic Planning, Six Sigma, Integration, Analytics, Business Planning, Business Process..., Project Portfolio..., SharePoint, Process Improvement, Data Visualization, Customer Data..., Communication
Education
Purdue University 1980 — 1984
BS, Computer Technology
Eli Lilly and Company June 2013 - Present
Eli Lilly July 2001 - Present
OneAmerica 1991 - 2001
Skills
Business Analysis, SDLC, Business Intelligence, Pharmaceutical Industry, Requirements Analysis, Business Case, Requirements Gathering, Computer System..., Cross-functional Team..., Vendor Management, IT Strategy, Master Data Management, Program Management, Business Process, SAP, Managed Care, Data Analysis, Strategic Planning, Six Sigma, Integration, Analytics, Business Planning, Business Process..., Project Portfolio..., SharePoint, Process Improvement, Data Visualization, Customer Data..., Communication
Education
Purdue University 1980 — 1984
BS, Computer Technology
Jeff Haskins's OneAmerica Experience January 2011 - November 2013
Job Actuarial Support Manager at OneAmerica Financial Partners Inc.
Industry Information Technology and Services
Experience
OneAmerica Financial Partners Inc. June 2014 - Present
ServerSide, Inc. October 2013 - May 2014
OneAmerica January 2011 - November 2013
McCready and Keene, Inc. July 2005 - December 2010
McCready and Keene, Inc. April 2003 - June 2005
McCready and Keene, Inc. April 1999 - March 2003
McCready and Keene, Inc October 1990 - March 1999
Skills
Disaster Recovery, .NET, IT Strategy, Microsoft SQL Server, Healthcare, Databases, Business Intelligence, Business Analysis, C#, Programming, Software Project..., Visio, SDLC
Education
University of Notre Dame 1986 — 1990
Bachelor of Science, Honors Mathematics
OneAmerica Financial Partners Inc. June 2014 - Present
ServerSide, Inc. October 2013 - May 2014
OneAmerica January 2011 - November 2013
McCready and Keene, Inc. July 2005 - December 2010
McCready and Keene, Inc. April 2003 - June 2005
McCready and Keene, Inc. April 1999 - March 2003
McCready and Keene, Inc October 1990 - March 1999
Skills
Disaster Recovery, .NET, IT Strategy, Microsoft SQL Server, Healthcare, Databases, Business Intelligence, Business Analysis, C#, Programming, Software Project..., Visio, SDLC
Education
University of Notre Dame 1986 — 1990
Bachelor of Science, Honors Mathematics
Marcia McHie's OneAmerica Experience April 2006 - December 2010
Job AVP Individual Systems
Industry Insurance
Experience
OneAmerica Financial Partners January 2011 - Present
OneAmerica April 2006 - December 2010
Skills
Business Analysis, Insurance, Analysis, Process Improvement, SDLC, Project Management, Management, Vendor Management, Team Leadership, Visio, Requirements Gathering, IT Strategy, Program Management, Strategic Planning
Education
Purdue University - Krannert School of Management
Management, Accounting
OneAmerica Financial Partners January 2011 - Present
OneAmerica April 2006 - December 2010
Skills
Business Analysis, Insurance, Analysis, Process Improvement, SDLC, Project Management, Management, Vendor Management, Team Leadership, Visio, Requirements Gathering, IT Strategy, Program Management, Strategic Planning
Education
Purdue University - Krannert School of Management
Management, Accounting
Chaitali Agate's OneAmerica Experience May 2010 - July 2010
Job Project Manager at Cummins, Inc
Industry Information Technology and Services
Experience
Cummins, Inc January 2011 - Present
OneAmerica May 2010 - July 2010
Clarian Health Partners January 2010 - May 2010
Symantec Software (formerly Veritas Software) December 2005 - December 2008
LionBridge Technologies Pvt. Ltd August 2004 - December 2005
Skills
Six Sigma, Business Analysis, Process Improvement, Project Management, Requirements Analysis, Data Analysis, Business Process
Education
Purdue University - Krannert School of Management 2009 — 2010
MSIA - Accelerated MBA, Business Administration
K. J. Somaiya College of Engineering 2000 — 2004
Bachelor of Engineering, Electronics and Telecommunications
Cummins, Inc January 2011 - Present
OneAmerica May 2010 - July 2010
Clarian Health Partners January 2010 - May 2010
Symantec Software (formerly Veritas Software) December 2005 - December 2008
LionBridge Technologies Pvt. Ltd August 2004 - December 2005
Skills
Six Sigma, Business Analysis, Process Improvement, Project Management, Requirements Analysis, Data Analysis, Business Process
Education
Purdue University - Krannert School of Management 2009 — 2010
MSIA - Accelerated MBA, Business Administration
K. J. Somaiya College of Engineering 2000 — 2004
Bachelor of Engineering, Electronics and Telecommunications
Andrew Fritzinger's OneAmerica Experience May 2008 - October 2014
Job Enterprise Architect at Baldwin & Lyons, Inc.
Industry Insurance
Experience
Baldwin & Lyons, Inc. October 2014 - Present
OneAmerica May 2008 - October 2014
Lilly USA December 2004 - May 2008
Eli Lilly and Company December 2002 - December 2004
Eli Lilly and Company December 1999 - December 2002
Eli Lilly and Company January 1996 - December 1999
Skills
Enterprise Architecture, IT Strategy, SharePoint, Information Technology, Business Analysis, Architectures, Architecture, Cross-functional Team..., SDLC, Strategy, Integration, Systems Analysis, Solution Architecture, Business Intelligence, Data Architecture, Web Development, SOA, Data Modeling, Enterprise Content..., Mobile Applications, Mobile Technology, Solution Development, Collaboration Solutions, C#, Java, IT Transformation, Software Development, Mobile Devices, Photography, Office 365, ITIL, Agile & Waterfall..., Project Management, Requirements Gathering, IT Management, Enterprise Collaboration, SharePoint Architecture, Objective-C, Big Data Architecture
Education
Purdue University 1991 — 1995
BS, Information Systems (CPT)
Baldwin & Lyons, Inc. October 2014 - Present
OneAmerica May 2008 - October 2014
Lilly USA December 2004 - May 2008
Eli Lilly and Company December 2002 - December 2004
Eli Lilly and Company December 1999 - December 2002
Eli Lilly and Company January 1996 - December 1999
Skills
Enterprise Architecture, IT Strategy, SharePoint, Information Technology, Business Analysis, Architectures, Architecture, Cross-functional Team..., SDLC, Strategy, Integration, Systems Analysis, Solution Architecture, Business Intelligence, Data Architecture, Web Development, SOA, Data Modeling, Enterprise Content..., Mobile Applications, Mobile Technology, Solution Development, Collaboration Solutions, C#, Java, IT Transformation, Software Development, Mobile Devices, Photography, Office 365, ITIL, Agile & Waterfall..., Project Management, Requirements Gathering, IT Management, Enterprise Collaboration, SharePoint Architecture, Objective-C, Big Data Architecture
Education
Purdue University 1991 — 1995
BS, Information Systems (CPT)
Ronald Chew's OneAmerica Experience March 2011 - September 2011
Job Buyer Kitchen Tools and Gadgets at zulily
Industry Retail
Experience
zulily January 2014 - Present
zulily May 2012 - January 2014
zulily September 2011 - May 2012
OneAmerica March 2011 - September 2011
Urban Outfitters November 2008 - March 2010
Banana Republic August 2007 - April 2008
Skills
Retail, Customer Service, PowerPoint, Event Planning, Microsoft Office, Social Media, Sales, Microsoft Excel, Microsoft Word, Research, Public Speaking, Vendor Management, Purchase Orders, Data Reconciliation, Data Analysis, Visual Merchandising, Merchandising, Inventory Management
Education
Seattle Central Community College 2011 — 2011
Certificate, Paralegal Studies
University of Washington 2007 — 2011
BA, Law, Societies, and Justice; Economics
zulily January 2014 - Present
zulily May 2012 - January 2014
zulily September 2011 - May 2012
OneAmerica March 2011 - September 2011
Urban Outfitters November 2008 - March 2010
Banana Republic August 2007 - April 2008
Skills
Retail, Customer Service, PowerPoint, Event Planning, Microsoft Office, Social Media, Sales, Microsoft Excel, Microsoft Word, Research, Public Speaking, Vendor Management, Purchase Orders, Data Reconciliation, Data Analysis, Visual Merchandising, Merchandising, Inventory Management
Education
Seattle Central Community College 2011 — 2011
Certificate, Paralegal Studies
University of Washington 2007 — 2011
BA, Law, Societies, and Justice; Economics
Brent Coppess's OneAmerica Experience May 2009 - July 2009
Job Senior Consultant at enVista
Industry Higher Education
Experience
enVista January 2014 - Present
enVista June 2010 - December 2013
Towne Park June 2008 - May 2010
OneAmerica May 2009 - July 2009
Skills
Business Strategy, Warehousing, Integration, Inventory Management, Operations Management, Consulting, Software Implementation, Warehouse Management, Supply Chain Management, Supply Chain Consulting, Process Improvement, Lean Process Improvement, Microsoft SQL Server, ILS, Manhattan SCALE, Supply Chain..., Management, Logistics, 3PL, Transportation, Transportation..., Enterprise Software, Customer Service, Logistics Management, Business Process..., Supply Chain Operations
Education
University of Indianapolis 2006 — 2010
Bachelor of Science, Computer Information Systems, Supply Chain Managment, Magna Cum Laude
University of Indianapolis - School of Business 2006 — 2010
BS, Computer Information System, Magna Cum Laude
enVista January 2014 - Present
enVista June 2010 - December 2013
Towne Park June 2008 - May 2010
OneAmerica May 2009 - July 2009
Skills
Business Strategy, Warehousing, Integration, Inventory Management, Operations Management, Consulting, Software Implementation, Warehouse Management, Supply Chain Management, Supply Chain Consulting, Process Improvement, Lean Process Improvement, Microsoft SQL Server, ILS, Manhattan SCALE, Supply Chain..., Management, Logistics, 3PL, Transportation, Transportation..., Enterprise Software, Customer Service, Logistics Management, Business Process..., Supply Chain Operations
Education
University of Indianapolis 2006 — 2010
Bachelor of Science, Computer Information Systems, Supply Chain Managment, Magna Cum Laude
University of Indianapolis - School of Business 2006 — 2010
BS, Computer Information System, Magna Cum Laude
Sasha Ingram's OneAmerica Experience May 2005 - Present
Job Systems Consultant at OneAmerica
Industry Information Technology and Services
Experience
OneAmerica May 2005 - Present
Keane June 2001 - August 2004
Skills
Software Development, Integration, SQL, Microsoft SQL Server, DB2, Java, Data Warehousing, Security, Informatica, Enterprise Software, Windows, Software Design, Business Intelligence, Data Modeling, Process Improvement, SDLC, Requirements Analysis
Education
Purdue University 2001 — 2005
BS, Computer Science
OneAmerica May 2005 - Present
Keane June 2001 - August 2004
Skills
Software Development, Integration, SQL, Microsoft SQL Server, DB2, Java, Data Warehousing, Security, Informatica, Enterprise Software, Windows, Software Design, Business Intelligence, Data Modeling, Process Improvement, SDLC, Requirements Analysis
Education
Purdue University 2001 — 2005
BS, Computer Science
Edward Meadows, CPC, CEBS's OneAmerica Experience November 2010 - January 2013
Job Systems and Services Analyst at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services September 2015 - Present
Altigro Financial Group April 2013 - September 2015
OneAmerica November 2010 - January 2013
Milliman, Inc January 2008 - October 2009
EPIC Advisors, Inc January 2006 - November 2007
HSBC Bank April 2003 - December 2005
Buck Consultants/Mellon Financial Corporation November 1997 - February 2002
Geller & Wind, Ltd April 1994 - October 1997
Skills
Process Improvement, Project Management, Employee Benefits, Pensions, Retirement, Defined Benefit, Insurance, Deferred Compensation, 401k, Benefits Administration, Health Insurance, Vendor Management, Life Insurance, Risk Management, Defined Contribution
Education
State University of New York at Stony Brook
B.S. Degree, Mathematics
Pentegra Retirement Services September 2015 - Present
Altigro Financial Group April 2013 - September 2015
OneAmerica November 2010 - January 2013
Milliman, Inc January 2008 - October 2009
EPIC Advisors, Inc January 2006 - November 2007
HSBC Bank April 2003 - December 2005
Buck Consultants/Mellon Financial Corporation November 1997 - February 2002
Geller & Wind, Ltd April 1994 - October 1997
Skills
Process Improvement, Project Management, Employee Benefits, Pensions, Retirement, Defined Benefit, Insurance, Deferred Compensation, 401k, Benefits Administration, Health Insurance, Vendor Management, Life Insurance, Risk Management, Defined Contribution
Education
State University of New York at Stony Brook
B.S. Degree, Mathematics
Dianna. Falcione's OneAmerica Experience October 2011 - Present
Job Regional Client Service Director at OneAmerica
Industry Insurance
Experience
OneAmerica Financial Partners Inc. August 2013 - Present
OneAmerica October 2011 - Present
OneAmerica February 2005 - April 2012
US Healthcare September 1995 - September 1997
HealthAmerica February 1992 - September 1995
Equicor - Cigna June 1989 - January 1992
Skills
Disability Insurance, Marketing Strategy, Benefits Administration, Employee Benefits, Sales, Life Insurance, Term Life Insurance
Education
Robert Morris University 1985 — 1989
Bachelor, Finance/Math
OneAmerica Financial Partners Inc. August 2013 - Present
OneAmerica October 2011 - Present
OneAmerica February 2005 - April 2012
US Healthcare September 1995 - September 1997
HealthAmerica February 1992 - September 1995
Equicor - Cigna June 1989 - January 1992
Skills
Disability Insurance, Marketing Strategy, Benefits Administration, Employee Benefits, Sales, Life Insurance, Term Life Insurance
Education
Robert Morris University 1985 — 1989
Bachelor, Finance/Math
Heather Hinojosa, Six Sigma Green Belt,FLMI, ACS's OneAmerica Experience November 2010 - July 2013
Job Senior Financial Consultant at OneAmerica
Industry Insurance
Experience
OneAmerica Financial Partners Inc. October 2014 - Present
OneAmerica Financial Partners Inc. July 2013 - October 2014
OneAmerica November 2010 - July 2013
OneAmerica December 2007 - November 2010
OneAmerica July 1997 - December 2007
OneAmerica Financial Partners Inc. April 1993 - July 1997
Skills
Accounting, Process Improvement, Insurance, Business Analysis, Analysis, Data Analysis, Business Intelligence, Financial Analysis, Business Process..., Finance, Strategic Financial...
Education
University of Indianapolis 2005 — 2010
Bachelors of Liberal Studies, Business Administration
OneAmerica Financial Partners Inc. October 2014 - Present
OneAmerica Financial Partners Inc. July 2013 - October 2014
OneAmerica November 2010 - July 2013
OneAmerica December 2007 - November 2010
OneAmerica July 1997 - December 2007
OneAmerica Financial Partners Inc. April 1993 - July 1997
Skills
Accounting, Process Improvement, Insurance, Business Analysis, Analysis, Data Analysis, Business Intelligence, Financial Analysis, Business Process..., Finance, Strategic Financial...
Education
University of Indianapolis 2005 — 2010
Bachelors of Liberal Studies, Business Administration
Alexis Chenetski's OneAmerica Experience September 2010 - December 2012
Job Sales Coordinator at American United Life
Industry Insurance
Experience
OneAmerica September 2010 - December 2012
Ohio Insurance Services November 2009 - September 2010
Talus Brokerage Services April 2005 - November 2009
Education
The Ohio State University 1998 — 2002
OneAmerica September 2010 - December 2012
Ohio Insurance Services November 2009 - September 2010
Talus Brokerage Services April 2005 - November 2009
Education
The Ohio State University 1998 — 2002
Lynette Miller's OneAmerica Experience May 1996 - December 2005
Job Claims Manager at Anthem, Inc.
Industry Insurance
Experience
Anthem, Inc. May 2013 - Present
USAble Life September 2010 - September 2012
CNO Financial Group October 2006 - October 2009
OneAmerica May 1996 - December 2005
Skills
Insurance, Leadership, Process Improvement, Risk Management, Analysis, Claims Management, Strategic Planning, Brokers, Disability Insurance, Claim, Management, General Insurance, Employee Benefits, Life Insurance
Education
Purdue University
BS, Social Sciences
Anthem, Inc. May 2013 - Present
USAble Life September 2010 - September 2012
CNO Financial Group October 2006 - October 2009
OneAmerica May 1996 - December 2005
Skills
Insurance, Leadership, Process Improvement, Risk Management, Analysis, Claims Management, Strategic Planning, Brokers, Disability Insurance, Claim, Management, General Insurance, Employee Benefits, Life Insurance
Education
Purdue University
BS, Social Sciences
Doug Blum's OneAmerica Experience October 2000 - March 2009
Job Actuary at Colorado Banker's Life
Industry Insurance
Experience
Colorado Banker's Life May 2009 - Present
OneAmerica October 2000 - March 2009
Lincoln Benefit Life Insurance Company June 1995 - September 2000
Skills
Actuarial Science, Insurance, Term Life Insurance, Life Insurance, Fixed Annuities, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Nebraska at Kearney 1989 — 1994
B.S., Statistics/Actuarial Science, Business Admin.
Colorado Banker's Life May 2009 - Present
OneAmerica October 2000 - March 2009
Lincoln Benefit Life Insurance Company June 1995 - September 2000
Skills
Actuarial Science, Insurance, Term Life Insurance, Life Insurance, Fixed Annuities, Microsoft Office, Microsoft Excel, Microsoft Word
Education
University of Nebraska at Kearney 1989 — 1994
B.S., Statistics/Actuarial Science, Business Admin.
Jackie Armstrong's OneAmerica Experience September 2010 - January 2014
Job Internal Sales Consultant, Retirement Services Division at OneAmerica Financial Partners Inc.
Industry Insurance
Experience
OneAmerica Financial Partners Inc. January 2014 - Present
OneAmerica September 2010 - January 2014
JPMorgan Chase November 2008 - August 2010
Farmers Insurance and Financial Services dba Armstrong & Associates February 2002 - November 2008
Skills
Insurance, Employee Benefits, Sales, Retirement Planning, Business Planning, Marketing, Finance, Investments
Education
Ryerson University 1997 — 2001
Bachelor's Degree: Administration & Information Technology Management, Information Technology, 3.98 GPA with Honors
OneAmerica Financial Partners Inc. January 2014 - Present
OneAmerica September 2010 - January 2014
JPMorgan Chase November 2008 - August 2010
Farmers Insurance and Financial Services dba Armstrong & Associates February 2002 - November 2008
Skills
Insurance, Employee Benefits, Sales, Retirement Planning, Business Planning, Marketing, Finance, Investments
Education
Ryerson University 1997 — 2001
Bachelor's Degree: Administration & Information Technology Management, Information Technology, 3.98 GPA with Honors
Kati Ortiz's OneAmerica Experience March 2011 - June 2011
Job Principal Attorney at Ortiz Law Office, PLLC
Industry Law Practice
Experience
Ortiz Law Office, PLLC June 2014 - Present
Rios & Cruz, P.S. May 2011 - May 2014
OneAmerica March 2011 - June 2011
Global Law Advocates June 2010 - November 2010
Seattle Immigration Court August 2009 - December 2009
Washington State CASA (Court Appointed Special Advocates) March 2007 - December 2009
Skills
Naturalization, Immigration Law, Spanish, Removal Defense, Family-based Immigration, Immigration Issues, Nonprofits, Appeals, Legal Writing, Citizenship, Courts, Legal Research
Education
Seattle University School of Law 2006 — 2009
JD, Law
Washington State University 2001 — 2003
BA, Criminal Justice / History
Ortiz Law Office, PLLC June 2014 - Present
Rios & Cruz, P.S. May 2011 - May 2014
OneAmerica March 2011 - June 2011
Global Law Advocates June 2010 - November 2010
Seattle Immigration Court August 2009 - December 2009
Washington State CASA (Court Appointed Special Advocates) March 2007 - December 2009
Skills
Naturalization, Immigration Law, Spanish, Removal Defense, Family-based Immigration, Immigration Issues, Nonprofits, Appeals, Legal Writing, Citizenship, Courts, Legal Research
Education
Seattle University School of Law 2006 — 2009
JD, Law
Washington State University 2001 — 2003
BA, Criminal Justice / History
Chris Birk's OneAmerica Experience January 2011 - April 2011
Job Lead Developer at OpenGov Foundation
Industry Computer Software
Experience
OpenGov Foundation January 2013 - Present
inSourceCode LLC December 2011 - January 2013
WiseCampus.com April 2011 - December 2011
OneAmerica January 2011 - April 2011
Skills
HTML, Open Source, Social Media, JavaScript, CSS, PHP, Wordpress, HTML 5, Web Development, Business Strategy, Internet Entrepreneur, SQL, XML, Linux, SEO, Apache, Open Government, AJAX, AngularJS
Education
Purdue University 2007 — 2010
BS, Computer Science
OpenGov Foundation January 2013 - Present
inSourceCode LLC December 2011 - January 2013
WiseCampus.com April 2011 - December 2011
OneAmerica January 2011 - April 2011
Skills
HTML, Open Source, Social Media, JavaScript, CSS, PHP, Wordpress, HTML 5, Web Development, Business Strategy, Internet Entrepreneur, SQL, XML, Linux, SEO, Apache, Open Government, AJAX, AngularJS
Education
Purdue University 2007 — 2010
BS, Computer Science
Melissa Beaudoin Mel's OneAmerica Experience March 2006 - Present
Job Sales Administrator at OneAmerica
Industry Insurance
Experience
OneAmerica March 2006 - Present
Western & Southern Financial Group August 2005 - March 2006
Dialog Telecommunications June 2004 - July 2005
Business Benefits Group September 2000 - May 2004
Skills
Disability Insurance, Employee Benefits, Insurance, Term Life Insurance, Salesforce.com, Voluntary Employee..., Lotus Notes, Health Insurance, Brokers, Marketing, Sales, Life Insurance
Education
University of Minnesota-Twin Cities 1993 — 1998
BA, History, Political Science
University of St. Thomas 1991 — 1993
Undergraduate studies started, History & Political Science
OneAmerica March 2006 - Present
Western & Southern Financial Group August 2005 - March 2006
Dialog Telecommunications June 2004 - July 2005
Business Benefits Group September 2000 - May 2004
Skills
Disability Insurance, Employee Benefits, Insurance, Term Life Insurance, Salesforce.com, Voluntary Employee..., Lotus Notes, Health Insurance, Brokers, Marketing, Sales, Life Insurance
Education
University of Minnesota-Twin Cities 1993 — 1998
BA, History, Political Science
University of St. Thomas 1991 — 1993
Undergraduate studies started, History & Political Science
Roger Seeman's OneAmerica Experience January 2000 - October 2011
Job VP AIG
Industry Financial Services
Experience
AIG Retirement Services October 2010 - Present
OneAmerica January 2000 - October 2011
Safeco Insurance 1970 - 1975
Safeco Insurance 1970 - 1975
Skills
Series 7, Disability Insurance, Negotiation, Uniform Combined State..., Wealth Management, Product Development, Financial Advisory, Team Leadership, Strategic Financial..., Investment Advisory, FINRA, Investments, Securities, Wealth Accumulation, Defined Benefit, Investment Strategies, Property & Casualty..., Management, Pensions, Variable Annuities, Long Term Care Insurance, Relationship Management, Wealth, Financial Planning, Retirement Planning, 401k, Retirement
Education
San Diego State University-California State University
Marketing
San Diego State University-California State University
Bachelor of Science (BS), Marketing
AIG Retirement Services October 2010 - Present
OneAmerica January 2000 - October 2011
Safeco Insurance 1970 - 1975
Safeco Insurance 1970 - 1975
Skills
Series 7, Disability Insurance, Negotiation, Uniform Combined State..., Wealth Management, Product Development, Financial Advisory, Team Leadership, Strategic Financial..., Investment Advisory, FINRA, Investments, Securities, Wealth Accumulation, Defined Benefit, Investment Strategies, Property & Casualty..., Management, Pensions, Variable Annuities, Long Term Care Insurance, Relationship Management, Wealth, Financial Planning, Retirement Planning, 401k, Retirement
Education
San Diego State University-California State University
Marketing
San Diego State University-California State University
Bachelor of Science (BS), Marketing
Richard Polete's OneAmerica Experience April 1996 - October 2010
Job Principal Consultant
Industry Information Technology and Services
Experience
E.I. December 2013 - Present
RixsPixs, LLC November 2010 - Present
Pinnacle IT Solutions October 2012 - May 2013
Dynamique Auto Dealer Solutions (DADS) January 2012 - July 2012
Indiana Department of Education March 2011 - August 2011
OneAmerica April 1996 - October 2010
Skills
Access, Customer Relations, Business Analysis, Excel, Problem Solving, Process Improvement, Word, SQL, Customer Service, Analysis, Troubleshooting, Photoshop, Change Management, SQL Server, Administration, Pensions, Requirements Analysis, Visio, Team Leadership, SQL Server Management..., soapUI, Functional..., Reverse Engineering, Web Services, XML, Microsoft Excel, Microsoft Word, Training, Data Analysis, SharePoint, SDLC, System Administration, Integration, Leadership, Microsoft Office, Microsoft SQL Server, Outlook, MS Project, Business Process..., Software Documentation, Project Planning, Vendor Management, CRM, Active Directory, Testing, Requirements Gathering, Visual Basic, Databases, User Acceptance Testing, Quality Assurance
Education
University of Missouri-Kansas City 1986 — 1987
MBA, Business Administraton
The University of Kansas 1983 — 1985
BSBA, Business Administraton
E.I. December 2013 - Present
RixsPixs, LLC November 2010 - Present
Pinnacle IT Solutions October 2012 - May 2013
Dynamique Auto Dealer Solutions (DADS) January 2012 - July 2012
Indiana Department of Education March 2011 - August 2011
OneAmerica April 1996 - October 2010
Skills
Access, Customer Relations, Business Analysis, Excel, Problem Solving, Process Improvement, Word, SQL, Customer Service, Analysis, Troubleshooting, Photoshop, Change Management, SQL Server, Administration, Pensions, Requirements Analysis, Visio, Team Leadership, SQL Server Management..., soapUI, Functional..., Reverse Engineering, Web Services, XML, Microsoft Excel, Microsoft Word, Training, Data Analysis, SharePoint, SDLC, System Administration, Integration, Leadership, Microsoft Office, Microsoft SQL Server, Outlook, MS Project, Business Process..., Software Documentation, Project Planning, Vendor Management, CRM, Active Directory, Testing, Requirements Gathering, Visual Basic, Databases, User Acceptance Testing, Quality Assurance
Education
University of Missouri-Kansas City 1986 — 1987
MBA, Business Administraton
The University of Kansas 1983 — 1985
BSBA, Business Administraton
Kevin Kidwell's OneAmerica Experience 2000 - Present
Job VP National Nonprofit Sales at OneAmerica
Industry Insurance
Experience
OneAmerica 2000 - Present
Skills
Qualified Retirement...
Education
University of Houston 1983 — 1985
MBA
University of Tennessee-Knoxville 1977 — 1981
BA, Chemistry
OneAmerica 2000 - Present
Skills
Qualified Retirement...
Education
University of Houston 1983 — 1985
MBA
University of Tennessee-Knoxville 1977 — 1981
BA, Chemistry
Madalyn Clark's OneAmerica Experience 1990 - Present
Job Compliance Consultant at OneAmerica
Industry Insurance
Experience
OneAmerica 1990 - Present
Skills
Pensions, Fixed Annuities, 401k, Retirement Planning, ERISA, Non-Erisa, Compliance Consulting, Individually Designed..., IRS 5300 Filings
Education
Slippery Rock University of Pennsylvania
OneAmerica 1990 - Present
Skills
Pensions, Fixed Annuities, 401k, Retirement Planning, ERISA, Non-Erisa, Compliance Consulting, Individually Designed..., IRS 5300 Filings
Education
Slippery Rock University of Pennsylvania
Blair Webb's OneAmerica Experience May 2012 - July 2012
Job Senior Investment Analyst Fixed Income at Indiana Public Retirement System
Industry Investment Management
Experience
Indiana Public Retirement System June 2015 - Present
Indiana Public Retirement System October 2012 - Present
University of Indianapolis June 2011 - October 2012
OneAmerica May 2012 - July 2012
Canterbury Investment Management, LLC January 2012 - May 2012
Applied Composites Engineering July 2011 - December 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Strategic Planning, Project Management, Microsoft Word
Education
University of Indianapolis - School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance
University of Indianapolis - School of Business 2007 — 2011
Bachelor of Science, Finance and Economics
Indiana Public Retirement System June 2015 - Present
Indiana Public Retirement System October 2012 - Present
University of Indianapolis June 2011 - October 2012
OneAmerica May 2012 - July 2012
Canterbury Investment Management, LLC January 2012 - May 2012
Applied Composites Engineering July 2011 - December 2011
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Strategic Planning, Project Management, Microsoft Word
Education
University of Indianapolis - School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Finance
University of Indianapolis - School of Business 2007 — 2011
Bachelor of Science, Finance and Economics
CJ Freeman's OneAmerica Experience December 2011 - March 2013
Job Sr Financial Analyst FP&A
Industry Financial Services
Experience
Anthem, Inc. June 2015 - Present
OneAmerica Financial Partners Inc. March 2013 - Present
OneAmerica Financial Partners Inc. February 2015 - May 2015
OneAmerica December 2011 - March 2013
OneAmerica May 2011 - July 2011
Finance Center Federal Credit Union September 2009 - November 2010
Skills
Time Management, Financial Reporting, Microsoft Office, Investments, Strategic Planning, Finance, Microsoft Excel, Budgets, Financial Analysis, Insurance, PowerPoint
Education
University of Indianapolis 2010 — 2012
MBA, Finance
University of Indianapolis 2008 — 2011
BS, Finance
East Noble High School2004-2008 2004 — 2008
Anthem, Inc. June 2015 - Present
OneAmerica Financial Partners Inc. March 2013 - Present
OneAmerica Financial Partners Inc. February 2015 - May 2015
OneAmerica December 2011 - March 2013
OneAmerica May 2011 - July 2011
Finance Center Federal Credit Union September 2009 - November 2010
Skills
Time Management, Financial Reporting, Microsoft Office, Investments, Strategic Planning, Finance, Microsoft Excel, Budgets, Financial Analysis, Insurance, PowerPoint
Education
University of Indianapolis 2010 — 2012
MBA, Finance
University of Indianapolis 2008 — 2011
BS, Finance
East Noble High School2004-2008 2004 — 2008
Dawn Rent's OneAmerica Experience July 1992 - Present
Job IT Business Analyst at OneAmerica
Industry Insurance
Experience
OneAmerica July 1992 - Present
Skills
Requirements Gathering, Project Management, System Testing, Business Requirements, Test Planning, Business Analysis, Requirements Analysis, Visio, Software Documentation, Process Improvement, Vendor Management
Education
University of Indianapolis
Bachelor's Degree, Organizational Leadership
University of Indianapolis
Associate's Degree, Legal Assistant/Paralegal
OneAmerica July 1992 - Present
Skills
Requirements Gathering, Project Management, System Testing, Business Requirements, Test Planning, Business Analysis, Requirements Analysis, Visio, Software Documentation, Process Improvement, Vendor Management
Education
University of Indianapolis
Bachelor's Degree, Organizational Leadership
University of Indianapolis
Associate's Degree, Legal Assistant/Paralegal
Richard Ciambrone's OneAmerica Experience
Job Asst. Gen Counsel, HR at OneAmerica
Industry Financial Services
Experience
OneAmerica
Education
University of Dayton School of Law 1977 — 1980
Juris Doctor (J.D.)
University of Notre Dame
OneAmerica
Education
University of Dayton School of Law 1977 — 1980
Juris Doctor (J.D.)
University of Notre Dame
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.