OneAmerica Financial Partners
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, IN CEO: J. Scott Davison (Apr 1, 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 Financial Partners Employees
Employee
Years
Job
Industry
Steve Lachowicz Steve Lachowicz's OneAmerica Financial Partners Experience January 2007 - March 2011
Job Senior Financial Analyst at Central States Funds
Industry Financial Services
Experience
Central States Funds July 2013 - Present
Central States Funds January 2013 - July 2013
Central States Funds January 2012 - December 2012
OneAmerica Financial Partners January 2007 - March 2011
OneAmerica Financial Partners June 2006 - August 2006
Skills
Portfolio Management, Finance, Management, Financial Advisory, Sales, Business Development, Financial Analysis, Risk Management, Leadership, Accounting, Microsoft Excel
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Masters of Business Administration, Finance
Purdue University 2002 — 2006
Bachelor of Science, Financial Counseling & Planning
Central States Funds July 2013 - Present
Central States Funds January 2013 - July 2013
Central States Funds January 2012 - December 2012
OneAmerica Financial Partners January 2007 - March 2011
OneAmerica Financial Partners June 2006 - August 2006
Skills
Portfolio Management, Finance, Management, Financial Advisory, Sales, Business Development, Financial Analysis, Risk Management, Leadership, Accounting, Microsoft Excel
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Masters of Business Administration, Finance
Purdue University 2002 — 2006
Bachelor of Science, Financial Counseling & Planning
Nick Arcoleo Nick Arcoleo's OneAmerica Financial Partners Experience May 2012 - July 2012
Job Associate Systems Analyst at Liberty Mutual Insurance
Industry Information Technology and Services
Experience
Liberty Mutual Insurance October 2014 - Present
Allegient, LLC August 2013 - October 2014
IndyTeleData June 2013 - August 2013
OneAmerica Financial Partners May 2012 - July 2012
Skills
Project Management, Public Speaking, Microsoft Office, Teamwork, Management, Mobile Technology, Business Analysis, Software Development..., Data Mapping, Business Requirements, SharePoint, Commercial Insurance, Data Integration, XML
Education
Ball State University - College of Business 2009 — 2013
Bachelor's Degree, Information Systems and Marketing, Graduated
Carmel High School 2005 — 2009
Honors Diploma
Liberty Mutual Insurance October 2014 - Present
Allegient, LLC August 2013 - October 2014
IndyTeleData June 2013 - August 2013
OneAmerica Financial Partners May 2012 - July 2012
Skills
Project Management, Public Speaking, Microsoft Office, Teamwork, Management, Mobile Technology, Business Analysis, Software Development..., Data Mapping, Business Requirements, SharePoint, Commercial Insurance, Data Integration, XML
Education
Ball State University - College of Business 2009 — 2013
Bachelor's Degree, Information Systems and Marketing, Graduated
Carmel High School 2005 — 2009
Honors Diploma
Beth Ginder's OneAmerica Financial Partners Experience July 2010 - Present
Job Sr Project Manager at OneAmerica Financial Partners
Industry Insurance
Experience
OneAmerica Financial Partners July 2010 - Present
OneAmerica 2007 - 2010
Skills
Process Improvement, Project Management, SDLC, Leadership, Vendor Management, Business Process..., Visio, Business Process
Education
Indiana University - Kelley School of Business 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Indiana University Bloomington 1990 — 1995
Bachelor's degree, Finance, General
OneAmerica Financial Partners July 2010 - Present
OneAmerica 2007 - 2010
Skills
Process Improvement, Project Management, SDLC, Leadership, Vendor Management, Business Process..., Visio, Business Process
Education
Indiana University - Kelley School of Business 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Indiana University Bloomington 1990 — 1995
Bachelor's degree, Finance, General
Christopher Huffman's OneAmerica Financial Partners Experience September 2009 - January 2012
Job User Interface/User Experience Designer
Industry Internet
Experience
PAN - Performance Assessment Network October 2012 - Present
CNO Financial Group January 2012 - October 2012
OneAmerica Financial Partners September 2009 - January 2012
Indiana Department of Child Services June 2009 - September 2009
Huffman Interactive, LLC. February 2005 - September 2009
Snap My Life Creations (Formerly Inkubook, a subsidiary of Author Solutions, Inc.) November 2007 - February 2009
Powerway, Inc. October 2003 - September 2007
Safeco Insurance August 1999 - September 2003
Skills
User Interface Design, User Experience, Web Design, User Interface, Interaction Design, User-centered Design, Information Architecture, Usability, Usability Testing, Graphic Design, Heuristic Evaluation, Task Completion, Web Analytics, Requirements Gathering, Competitive Analysis, User Scenarios, Rapid Prototyping, Web Applications, Agile, HTML, CSS, HTML + CSS, HTML5, JavaScript, jQuery, XHTML, Personas, Prototyping, Front-end Development, Social Media, Multimedia, SEO, Content Management, Photoshop, Adobe Creative Suite, Dreamweaver, Wordpress, Photography, Wireframes, Mobile Design, Information Design, User Experience Design, Accessibility, Scrum, Prototype, Agile Methodologies, HTML 5, Web Project Management, Web Development, Front-end
Education
Indiana University-Purdue University at Indianapolis 1999 — 2003
Bachelor of Science (B.S.), Informatics - New Media Arts & Sciences
Indiana University Bloomington 1997 — 1999
Bachelor of Science (B.S.), Media Arts and Science
Purdue University 2000 — 2003
Associate of Science (A.S.), Computer Science
Kokomo High School 1987 — 1992
Graduate, Advanced Math
PAN - Performance Assessment Network October 2012 - Present
CNO Financial Group January 2012 - October 2012
OneAmerica Financial Partners September 2009 - January 2012
Indiana Department of Child Services June 2009 - September 2009
Huffman Interactive, LLC. February 2005 - September 2009
Snap My Life Creations (Formerly Inkubook, a subsidiary of Author Solutions, Inc.) November 2007 - February 2009
Powerway, Inc. October 2003 - September 2007
Safeco Insurance August 1999 - September 2003
Skills
User Interface Design, User Experience, Web Design, User Interface, Interaction Design, User-centered Design, Information Architecture, Usability, Usability Testing, Graphic Design, Heuristic Evaluation, Task Completion, Web Analytics, Requirements Gathering, Competitive Analysis, User Scenarios, Rapid Prototyping, Web Applications, Agile, HTML, CSS, HTML + CSS, HTML5, JavaScript, jQuery, XHTML, Personas, Prototyping, Front-end Development, Social Media, Multimedia, SEO, Content Management, Photoshop, Adobe Creative Suite, Dreamweaver, Wordpress, Photography, Wireframes, Mobile Design, Information Design, User Experience Design, Accessibility, Scrum, Prototype, Agile Methodologies, HTML 5, Web Project Management, Web Development, Front-end
Education
Indiana University-Purdue University at Indianapolis 1999 — 2003
Bachelor of Science (B.S.), Informatics - New Media Arts & Sciences
Indiana University Bloomington 1997 — 1999
Bachelor of Science (B.S.), Media Arts and Science
Purdue University 2000 — 2003
Associate of Science (A.S.), Computer Science
Kokomo High School 1987 — 1992
Graduate, Advanced Math
Matthew Trefethen, CRPS Matthew Trefethen, CRPS's OneAmerica Financial Partners Experience November 2005 - August 2008
Job Wealth Management Advisor
Industry Financial Services
Experience
Nash & Associates 2010 - Present
Northwestern Mutual Financial Network August 2008 - December 2010
OneAmerica Financial Partners November 2005 - August 2008
IRSC 2002 - 2004
Skills
Retirement Planning, Strategic Financial..., Insurance, Mutual Funds, Financial Advisory, Financial Services, Investments, Retirement, Finance, Securities, Relationship Management, Series 63, FINRA, IRAs, Financial Planners, Series 6, ERISA, Employee Benefits, Asset Management, Portfolio Management, Life Insurance, Asset Allocation, Series 7, Wealth, Pensions, Retirement Plan..., Investment Strategies, Disability Insurance, Defined Benefit, Qualified Retirement..., Term Life Insurance, Investment Management, 401k, Financial Planning, Risk Management, Estate Planning, Annuities, Small Business, Long Term Care, Business Planning, Financial Analysis, Leadership, Fixed Annuities, Investment Advisory, Wealth Management, Series 65, Profit Sharing, Alternative Investments, Health Insurance, Personal Finance
Education
College for Financial Planning 2005 — 2006
Chartered Retirement Plan Specialist, Financial Planning and Services
Butler University 1999 — 2004
BA, Political Science, History
Carmel High School 1994 — 1998
Diploma
Nash & Associates 2010 - Present
Northwestern Mutual Financial Network August 2008 - December 2010
OneAmerica Financial Partners November 2005 - August 2008
IRSC 2002 - 2004
Skills
Retirement Planning, Strategic Financial..., Insurance, Mutual Funds, Financial Advisory, Financial Services, Investments, Retirement, Finance, Securities, Relationship Management, Series 63, FINRA, IRAs, Financial Planners, Series 6, ERISA, Employee Benefits, Asset Management, Portfolio Management, Life Insurance, Asset Allocation, Series 7, Wealth, Pensions, Retirement Plan..., Investment Strategies, Disability Insurance, Defined Benefit, Qualified Retirement..., Term Life Insurance, Investment Management, 401k, Financial Planning, Risk Management, Estate Planning, Annuities, Small Business, Long Term Care, Business Planning, Financial Analysis, Leadership, Fixed Annuities, Investment Advisory, Wealth Management, Series 65, Profit Sharing, Alternative Investments, Health Insurance, Personal Finance
Education
College for Financial Planning 2005 — 2006
Chartered Retirement Plan Specialist, Financial Planning and Services
Butler University 1999 — 2004
BA, Political Science, History
Carmel High School 1994 — 1998
Diploma
David Foley CLU, ChFC David Foley CLU, ChFC's OneAmerica Financial Partners Experience May 2015 - Present
Job Regional Vice President, Independent Brokerage at OneAmerica Financial Partners Inc.
Industry Insurance
Experience
OneAmerica Financial Partners May 2015 - Present
Genworth Financial August 2012 - May 2015
Genworth Financial October 2009 - August 2012
Prudential Financial October 2004 - October 2009
Prudential Financial May 1999 - October 2004
Firstar Insurance Services September 1996 - May 1999
Prudential Preferred Financial Services May 1995 - September 1996
Prudential Preferred Financial Services May 1993 - May 1995
Education
Illinois State University 1989 — 1993
BS, Marketing
OneAmerica Financial Partners May 2015 - Present
Genworth Financial August 2012 - May 2015
Genworth Financial October 2009 - August 2012
Prudential Financial October 2004 - October 2009
Prudential Financial May 1999 - October 2004
Firstar Insurance Services September 1996 - May 1999
Prudential Preferred Financial Services May 1995 - September 1996
Prudential Preferred Financial Services May 1993 - May 1995
Education
Illinois State University 1989 — 1993
BS, Marketing
Richard Ellery's OneAmerica Financial Partners Experience August 1997 - Present
Job President at OneAmerica Securities, Inc.
Industry Financial Services
Experience
OneAmerica Securities, Inc. May 2012 - Present
OneAmerica Financial Partners August 1997 - Present
Education
Indiana University, McKinney School of Law 1994 — 1997
Juris Doctorate, Law
Purdue University 1989 — 1994
Bachelor of Arts (BA), Political Science
North Central High School
OneAmerica Securities, Inc. May 2012 - Present
OneAmerica Financial Partners August 1997 - Present
Education
Indiana University, McKinney School of Law 1994 — 1997
Juris Doctorate, Law
Purdue University 1989 — 1994
Bachelor of Arts (BA), Political Science
North Central High School
Brendan Gaughan's OneAmerica Financial Partners Experience May 2010 - August 2010
Job Travel Guide North America
Industry Leisure, Travel & Tourism
Experience
PEAK Adventure Travel April 2015 - Present
Ziferblat - A Social Coworking Space March 2014 - June 2014
Prologis October 2013 - March 2014
Deloitte January 2012 - September 2013
Target Corporation June 2011 - August 2011
OneAmerica Financial Partners May 2010 - August 2010
Skills
Real Estate, Valuation, Financial Analysis, Excel, Investment Properties, Portfolio Management, Microsoft Excel, Leases, Financial Modeling, Finance, Due Diligence, Real Estate Development, Analysis, Commercial Real Estate, Real Estate Economics, Loans, Leadership
Education
Indiana University Bloomington 2009 — 2011
BS, Finance-Real Estate
PEAK Adventure Travel April 2015 - Present
Ziferblat - A Social Coworking Space March 2014 - June 2014
Prologis October 2013 - March 2014
Deloitte January 2012 - September 2013
Target Corporation June 2011 - August 2011
OneAmerica Financial Partners May 2010 - August 2010
Skills
Real Estate, Valuation, Financial Analysis, Excel, Investment Properties, Portfolio Management, Microsoft Excel, Leases, Financial Modeling, Finance, Due Diligence, Real Estate Development, Analysis, Commercial Real Estate, Real Estate Economics, Loans, Leadership
Education
Indiana University Bloomington 2009 — 2011
BS, Finance-Real Estate
Connor Sansevero-Channell Connor Sansevero-Channell's OneAmerica Financial Partners Experience March 2014 - May 2015
Job AVP Institutional Distribution at US Boston (distributor of the Pear Tree Funds)
Industry Wholesale
Experience
US Boston (distributor of the Pear Tree Funds) May 2015 - Present
OneAmerica Financial Partners March 2014 - May 2015
The Moody Street Group March 2014 - May 2015
Education
Salve Regina University 2009 — 2013
Bachelor of Science (BS), Accounting
Natick High
US Boston (distributor of the Pear Tree Funds) May 2015 - Present
OneAmerica Financial Partners March 2014 - May 2015
The Moody Street Group March 2014 - May 2015
Education
Salve Regina University 2009 — 2013
Bachelor of Science (BS), Accounting
Natick High
Courtney Van Horn's OneAmerica Financial Partners Experience April 2004 - August 2006
Job Sales and Marketing Specialist
Industry Information Technology and Services
Experience
CS STARS April 2012 - September 2013
Snellings Walters Agency August 2008 - April 2012
AI Insurance Group September 2006 - August 2008
OneAmerica Financial Partners April 2004 - August 2006
Lee University 2001 - 2004
Skills
Public Speaking, Leadership, New Business Development, Project Management, Sales Presentations, Business Analysis, Building Relationships, Strategy, Professional Services, Marketing Strategy, Marketing Communications, Microsoft Excel, Marketing, Sales, Negotiation, Salesforce.com, Employee Benefits, Management, Business Development, Insurance, Account Management, Life Insurance, Property & Casualty..., Workers Compensation, Strategic Planning
Education
Lee University 1995 — 1999
BA, Public Relations/
Cartersville High School 1991 — 1995
CS STARS April 2012 - September 2013
Snellings Walters Agency August 2008 - April 2012
AI Insurance Group September 2006 - August 2008
OneAmerica Financial Partners April 2004 - August 2006
Lee University 2001 - 2004
Skills
Public Speaking, Leadership, New Business Development, Project Management, Sales Presentations, Business Analysis, Building Relationships, Strategy, Professional Services, Marketing Strategy, Marketing Communications, Microsoft Excel, Marketing, Sales, Negotiation, Salesforce.com, Employee Benefits, Management, Business Development, Insurance, Account Management, Life Insurance, Property & Casualty..., Workers Compensation, Strategic Planning
Education
Lee University 1995 — 1999
BA, Public Relations/
Cartersville High School 1991 — 1995
Jeffrey Malicki, CLTC Jeffrey Malicki, CLTC's OneAmerica Financial Partners Experience August 2015 - Present
Job Agency Vice President Western Region at OneAmerica
Industry Insurance
Experience
OneAmerica Financial Partners August 2015 - Present
OneAmerica Financial Partners January 2013 - July 2015
The Guardian Life Insurance Company of America March 2009 - December 2012
MassMutual Financial Group February 2005 - March 2009
MassMutual Financial Group November 2000 - January 2005
MassMutual Financial Group October 1995 - November 2000
Education
John Carroll University
B.S.B.A, Finance
DePaul University
Accounting
OneAmerica Financial Partners August 2015 - Present
OneAmerica Financial Partners January 2013 - July 2015
The Guardian Life Insurance Company of America March 2009 - December 2012
MassMutual Financial Group February 2005 - March 2009
MassMutual Financial Group November 2000 - January 2005
MassMutual Financial Group October 1995 - November 2000
Education
John Carroll University
B.S.B.A, Finance
DePaul University
Accounting
Robert Eccles Robert Eccles's OneAmerica Financial Partners Experience May 2004 - January 2011
Job Consultant at Experis
Industry Insurance
Experience
Experis October 2011 - Present
Titus August 2011 - October 2011
Canon Recruiting Group/Bank of America June 2011 - August 2011
OneAmerica Financial Partners May 2004 - January 2011
Parson Consulting July 1998 - April 2004
Travelers Property Casualty Company May 1990 - July 1998
Liberty Mutual Insurance Company October 1985 - April 1990
Skills
Model Audit Rule, Sarbanes-Oxley Act, Internal Controls, Internal Audit
Education
University of Connecticut
M.B.A, Finance
Lycoming College 1981 — 1985
B.A, Accounting
Experis October 2011 - Present
Titus August 2011 - October 2011
Canon Recruiting Group/Bank of America June 2011 - August 2011
OneAmerica Financial Partners May 2004 - January 2011
Parson Consulting July 1998 - April 2004
Travelers Property Casualty Company May 1990 - July 1998
Liberty Mutual Insurance Company October 1985 - April 1990
Skills
Model Audit Rule, Sarbanes-Oxley Act, Internal Controls, Internal Audit
Education
University of Connecticut
M.B.A, Finance
Lycoming College 1981 — 1985
B.A, Accounting
Blake Horton, CEBS's OneAmerica Financial Partners Experience 1995 - 2008
Job VP Retirement Programs Manager at Comerica
Industry Banking
Experience
Comerica April 2009 - Present
OneAmerica July 1995 - June 2008
OneAmerica (American United Life Insurance Company) 1995 - 2008
OneAmerica Financial Partners 1995 - 2008
Allmerica Financial May 1989 - June 1995
Motorists Insurance Group May 1978 - May 1989
Rockwell International Employees Federal Credit Union June 1972 - May 1978
Skills
Employee Benefits, Defined Benefit, Retirement, Insurance, Retirement Planning, Financial Services, Pensions, Leadership, CRM, Management, Relationship Management, Outsourcing, Project Management, 401k, Call Centers, Fixed Annuities, Mutual Funds, Risk Management, Process Improvement
Education
Bowling Green State University 1970 — 1974
BS Education, History & Journalism
Comerica April 2009 - Present
OneAmerica July 1995 - June 2008
OneAmerica (American United Life Insurance Company) 1995 - 2008
OneAmerica Financial Partners 1995 - 2008
Allmerica Financial May 1989 - June 1995
Motorists Insurance Group May 1978 - May 1989
Rockwell International Employees Federal Credit Union June 1972 - May 1978
Skills
Employee Benefits, Defined Benefit, Retirement, Insurance, Retirement Planning, Financial Services, Pensions, Leadership, CRM, Management, Relationship Management, Outsourcing, Project Management, 401k, Call Centers, Fixed Annuities, Mutual Funds, Risk Management, Process Improvement
Education
Bowling Green State University 1970 — 1974
BS Education, History & Journalism
Kia Mackey's OneAmerica Financial Partners Experience February 2008 - March 2009
Job Engagement Thought Leader & Blogger
Industry Biotechnology
Experience
Roche Diagnostics August 2012 - Present
Milliner & Associates, LLC October 2011 - July 2012
OneAmerica Financial Partners February 2008 - March 2009
Mann Properties, Commerical Development Company July 2004 - September 2007
Skills
Research, Data Analysis, Marketing Communications, Internal Communications, Market Research, Press Releases, Corporate Communications, Strategic Communications, Editing, Employee Engagement, Leadership, Human Resources, Marketing Research, Analysis, Business Strategy, Business Development
Education
Simmons College
Master of Science, Communications Management
Purdue University
B.A, Communications
North Central High School
Roche Diagnostics August 2012 - Present
Milliner & Associates, LLC October 2011 - July 2012
OneAmerica Financial Partners February 2008 - March 2009
Mann Properties, Commerical Development Company July 2004 - September 2007
Skills
Research, Data Analysis, Marketing Communications, Internal Communications, Market Research, Press Releases, Corporate Communications, Strategic Communications, Editing, Employee Engagement, Leadership, Human Resources, Marketing Research, Analysis, Business Strategy, Business Development
Education
Simmons College
Master of Science, Communications Management
Purdue University
B.A, Communications
North Central High School
Greg Vance's OneAmerica Financial Partners Experience July 2006 - March 2012
Job Creative Results Career & Business Coach | Multidiscipline Consultant | Ravenous Podcast Consumer | Blogger & Speaker |
Industry Financial Services
Experience
NextJob, Inc. April 2015 - Present
Career Meets Purpose July 2014 - Present
Beyond Normal Living January 2015 - Present
RGP (Resources Global Professionals) November 2014 - Present
Vance Enterprises, LLC January 2015 - Present
Tidewind Ministries April 2010 - Present
OneAmerica March 2012 - August 2014
Success Insight Coaching June 2006 - July 2014
NPower Indiana July 2010 - February 2013
OneAmerica Financial Partners July 2006 - March 2012
Skills
Coaching, Executive Coaching, Business Coaching, Career Development..., Career Coaching, Start-ups, Vendor Management, Leadership, Management Consulting, Consulting, Management, Business Development, IT Strategy, Program Management, Mergers & Acquisitions, Change Management, Executive Management, Training, Process Improvement, IT Outsourcing, Outsourcing, Strategic Planning, Nonprofits, SaaS, IT Management, Business Analysis, Disaster Recovery, CRM, Cloud Computing, Team Building, Business Process..., Networking, Strategy, Team Leadership, Information Technology, Risk Management, Project Portfolio..., Business Intelligence, Business Process, Negotiation, Business Strategy, Career Assessment
Education
Butler University - College of Business Administration 1992 — 1994
Master of Business Administration (M.B.A.), Finance
Indiana University Bloomington 1978 — 1982
Bachelor's Degree, Computer Science
Indiana University Bloomington
Bachelor's Degree, Biological Sciences
NextJob, Inc. April 2015 - Present
Career Meets Purpose July 2014 - Present
Beyond Normal Living January 2015 - Present
RGP (Resources Global Professionals) November 2014 - Present
Vance Enterprises, LLC January 2015 - Present
Tidewind Ministries April 2010 - Present
OneAmerica March 2012 - August 2014
Success Insight Coaching June 2006 - July 2014
NPower Indiana July 2010 - February 2013
OneAmerica Financial Partners July 2006 - March 2012
Skills
Coaching, Executive Coaching, Business Coaching, Career Development..., Career Coaching, Start-ups, Vendor Management, Leadership, Management Consulting, Consulting, Management, Business Development, IT Strategy, Program Management, Mergers & Acquisitions, Change Management, Executive Management, Training, Process Improvement, IT Outsourcing, Outsourcing, Strategic Planning, Nonprofits, SaaS, IT Management, Business Analysis, Disaster Recovery, CRM, Cloud Computing, Team Building, Business Process..., Networking, Strategy, Team Leadership, Information Technology, Risk Management, Project Portfolio..., Business Intelligence, Business Process, Negotiation, Business Strategy, Career Assessment
Education
Butler University - College of Business Administration 1992 — 1994
Master of Business Administration (M.B.A.), Finance
Indiana University Bloomington 1978 — 1982
Bachelor's Degree, Computer Science
Indiana University Bloomington
Bachelor's Degree, Biological Sciences
Katelyn Young's OneAmerica Financial Partners Experience May 2015 - Present
Job Mortgage Loans Intern at OneAmerica
Industry Financial Services
Experience
OneAmerica Financial Partners May 2015 - Present
Indiana University August 2014 - Present
IUPUI Office of Orientation Services May 2014 - December 2014
Macy's May 2012 - August 2012
Finish Line August 2011 - May 2012
Skills
Customer Service, Managed Money, Computer Proficiency, Committed to..., Always Punctual, Sales, Efficiency, Leadership, People-oriented, Customer Satisfaction, Facebook, Microsoft Office, Time Management, PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Social Media, Retail Sales, Teamwork
Education
Indiana University-Purdue University at Indianapolis 2012 — 2017
Bachelor's degree, Accounting and Finance, 3.6/4.0
OneAmerica Financial Partners May 2015 - Present
Indiana University August 2014 - Present
IUPUI Office of Orientation Services May 2014 - December 2014
Macy's May 2012 - August 2012
Finish Line August 2011 - May 2012
Skills
Customer Service, Managed Money, Computer Proficiency, Committed to..., Always Punctual, Sales, Efficiency, Leadership, People-oriented, Customer Satisfaction, Facebook, Microsoft Office, Time Management, PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Social Media, Retail Sales, Teamwork
Education
Indiana University-Purdue University at Indianapolis 2012 — 2017
Bachelor's degree, Accounting and Finance, 3.6/4.0
John Venter's OneAmerica Financial Partners Experience January 1998 - January 2008
Job Sales & Marketing Operations
Industry Printing
Experience
Poster Display Company June 2012 - Present
University of Indianapolis January 2008 - June 2012
OneAmerica Financial Partners January 1998 - January 2008
Whiteland Community High School 1993 - 2002
Skills
Leadership, Coaching, Team Building, Project Management, Process Improvement, Sales, Management, Customer Service, Marketing, Salesforce Administrator, Public Speaking, Strategic Planning, Training, Business Analysis, Change Management, Information Technology, Software Development, Requirements Gathering, Requirements Analysis, Data Analysis, Budgets, SDLC, Operations Management, Print Management, Event Planning, Account Management, Microsoft Excel, Business Planning, Motivation, Qualified Teacher, Coaching Staff, Microsoft Office, Vendor Management, Event Management, Marketing Strategy, Leadership Development, Tennis, Fundraising, Business Development, Sales Management, Salesforce.com..., Salesforce.com..., Recruiting, CRM, Manufacturing...
Education
University of Indianapolis 1989 — 1993
Bachelor of Science (BS), Mathematics Teacher Education, 3.7
Whiteland High School 1986 — 1989
Poster Display Company June 2012 - Present
University of Indianapolis January 2008 - June 2012
OneAmerica Financial Partners January 1998 - January 2008
Whiteland Community High School 1993 - 2002
Skills
Leadership, Coaching, Team Building, Project Management, Process Improvement, Sales, Management, Customer Service, Marketing, Salesforce Administrator, Public Speaking, Strategic Planning, Training, Business Analysis, Change Management, Information Technology, Software Development, Requirements Gathering, Requirements Analysis, Data Analysis, Budgets, SDLC, Operations Management, Print Management, Event Planning, Account Management, Microsoft Excel, Business Planning, Motivation, Qualified Teacher, Coaching Staff, Microsoft Office, Vendor Management, Event Management, Marketing Strategy, Leadership Development, Tennis, Fundraising, Business Development, Sales Management, Salesforce.com..., Salesforce.com..., Recruiting, CRM, Manufacturing...
Education
University of Indianapolis 1989 — 1993
Bachelor of Science (BS), Mathematics Teacher Education, 3.7
Whiteland High School 1986 — 1989
Danny Kight Danny Kight's OneAmerica Financial Partners Experience April 2012 - November 2012
Job Chief Job Hunter and New Adventure Seeker at Actively Seeking Employment
Industry Financial Services
Experience
NFL Alumni Association Indianapolis Chapter 2012 - Present
Cydcor 2014 - 2015
Monster Worldwide 2013 - 2014
Monster Worldwide 2013 - 2014
Monster Worldwide 2013 - 2014
St. Vincent Health July 2013 - August 2013
Ivy Tech Community College February 2013 - June 2013
OneAmerica Financial Partners April 2012 - November 2012
Great West Life March 2006 - March 2012
American Funds June 2005 - February 2006
Skills
401k, New Business Development, Strategic Planning, Coaching, Employee Benefits, Marketing Strategy, Microsoft Excel, Customer Service, Account Management, Team Building, Public Speaking, Microsoft Office, Insurance, Retirement, Lotus Notes, Pensions, Training, Financial Services, 403 b, 457 Plans, Education, Analytical Skills, Problem Solving, Timely Decision Making, Communication Skills, Listening to customers, Integrity, Continuing Education, Sensitivity, Assertiveness, Perseverance, FINRA, Defined Benefit, Defined Contribution, 409A, IRAs, ERP, Pivot Tables, Vlookup, SEO, Investments, Qualified Retirement..., Payroll
Education
Augusta State University
Bachelor of Science, Mathematics
NFL Alumni Association Indianapolis Chapter 2012 - Present
Cydcor 2014 - 2015
Monster Worldwide 2013 - 2014
Monster Worldwide 2013 - 2014
Monster Worldwide 2013 - 2014
St. Vincent Health July 2013 - August 2013
Ivy Tech Community College February 2013 - June 2013
OneAmerica Financial Partners April 2012 - November 2012
Great West Life March 2006 - March 2012
American Funds June 2005 - February 2006
Skills
401k, New Business Development, Strategic Planning, Coaching, Employee Benefits, Marketing Strategy, Microsoft Excel, Customer Service, Account Management, Team Building, Public Speaking, Microsoft Office, Insurance, Retirement, Lotus Notes, Pensions, Training, Financial Services, 403 b, 457 Plans, Education, Analytical Skills, Problem Solving, Timely Decision Making, Communication Skills, Listening to customers, Integrity, Continuing Education, Sensitivity, Assertiveness, Perseverance, FINRA, Defined Benefit, Defined Contribution, 409A, IRAs, ERP, Pivot Tables, Vlookup, SEO, Investments, Qualified Retirement..., Payroll
Education
Augusta State University
Bachelor of Science, Mathematics
Gary Caldwell's OneAmerica Financial Partners Experience February 2004 - February 2007
Job Fusion Alliance Product Delivery
Industry Computer Software
Experience
Fusion Alliance February 2014 - Present
Herff Jones, Inc. February 2007 - August 2013
OneAmerica Financial Partners February 2004 - February 2007
Cinergy/Duke Energy 1980 - 2004
Skills
Change Management, Vendor Management, Project Management, Process Improvement, Strategic Planning, Program Management, IT Strategy, Business Intelligence, SDLC, Management, Integration, Team Leadership, SharePoint, Business Analysis, Requirements Analysis, Project Planning, Cross-functional Team..., IT Management, Leadership, Software Development, Business Process, Team Building, Information Technology, Strategy, ERP, Project Portfolio..., CRM, PMP, Disaster Recovery, IT Service Management, Data Center, PMO, Business Process..., SaaS, ITIL, Cloud Computing, Enterprise Architecture, Security, Visio, Consulting, Enterprise Software, Software Project..., Data Warehousing, Executive Management, Software Documentation, Analysis, Outsourcing, Systems Analysis
Education
Ball State University 1976 — 1980
BS, Computer Science & Math
Fusion Alliance February 2014 - Present
Herff Jones, Inc. February 2007 - August 2013
OneAmerica Financial Partners February 2004 - February 2007
Cinergy/Duke Energy 1980 - 2004
Skills
Change Management, Vendor Management, Project Management, Process Improvement, Strategic Planning, Program Management, IT Strategy, Business Intelligence, SDLC, Management, Integration, Team Leadership, SharePoint, Business Analysis, Requirements Analysis, Project Planning, Cross-functional Team..., IT Management, Leadership, Software Development, Business Process, Team Building, Information Technology, Strategy, ERP, Project Portfolio..., CRM, PMP, Disaster Recovery, IT Service Management, Data Center, PMO, Business Process..., SaaS, ITIL, Cloud Computing, Enterprise Architecture, Security, Visio, Consulting, Enterprise Software, Software Project..., Data Warehousing, Executive Management, Software Documentation, Analysis, Outsourcing, Systems Analysis
Education
Ball State University 1976 — 1980
BS, Computer Science & Math
Holly Cox's OneAmerica Financial Partners Experience April 2006 - January 2011
Job Compliance/Audit Analyst & Program Manager specializing in Information Technology & Business Operations
Industry Information Technology and Services
Experience
Fusion Alliance September 2014 - Present
BCforward March 2011 - August 2014
OneAmerica Financial Partners April 2006 - January 2011
Marsh Supermarkets January 2005 - April 2006
ATA Airlines January 2004 - January 2005
ATA Airlines September 2001 - January 2004
ATA Airlines 1982 - 2001
Skills
Software Documentation, Business Analysis, Project Management, Process Improvement, SDLC, IT Audit, Vendor Management, Risk Assessment, Requirements Gathering, Quality Auditing, SAS70, Risk Management, Visio, SharePoint, Business Process, Business Process..., Auditing, CISA, Change Management, Enterprise Risk..., Internal Controls, Internal Audit, Program Management, Project Portfolio..., Requirements Analysis, Disaster Recovery, MS Project, Quality Assurance, Corporate Governance, ITIL, Leadership, Management, Business Intelligence, Access, Accounting, Microsoft Project
Education
Embry-Riddle Aeronautical University 1993 — 1997
BSMTO, Management of Technical Operations
George Washington High School 1976 — 1980
Fusion Alliance September 2014 - Present
BCforward March 2011 - August 2014
OneAmerica Financial Partners April 2006 - January 2011
Marsh Supermarkets January 2005 - April 2006
ATA Airlines January 2004 - January 2005
ATA Airlines September 2001 - January 2004
ATA Airlines 1982 - 2001
Skills
Software Documentation, Business Analysis, Project Management, Process Improvement, SDLC, IT Audit, Vendor Management, Risk Assessment, Requirements Gathering, Quality Auditing, SAS70, Risk Management, Visio, SharePoint, Business Process, Business Process..., Auditing, CISA, Change Management, Enterprise Risk..., Internal Controls, Internal Audit, Program Management, Project Portfolio..., Requirements Analysis, Disaster Recovery, MS Project, Quality Assurance, Corporate Governance, ITIL, Leadership, Management, Business Intelligence, Access, Accounting, Microsoft Project
Education
Embry-Riddle Aeronautical University 1993 — 1997
BSMTO, Management of Technical Operations
George Washington High School 1976 — 1980
Anne Weinblatt, QPA, QKA, MBA, ERPA's OneAmerica Financial Partners Experience October 2012 - July 2013
Job Senior Retirement Plan Administrator at Cornerstone Group
Industry Human Resources
Experience
Cornerstone Group March 2014 - Present
Katz, Sapper & Miller July 2013 - March 2014
OneAmerica Financial Partners October 2012 - July 2013
Southeastern Pension Services, Inc. a United Retirement company August 2004 - October 2012
Southeastern Employee Benefit Services, Inc. February 2001 - July 2004
Retirement Plan Services August 1997 - February 2001
First Data Corporation November 1995 - February 1997
AMAX Realty Development 1989 - 1991
AMAX Inc. 1985 - 1989
AMAX Inc. June 1981 - June 1985
Skills
Pensions, Retirement, Profit Sharing, Plan Design, Pension Administration, 401k, Compliance, Customer Relations, Excel, Plan Administration, Management, Employee Benefits, Analysis, ERISA, Qualified Retirement..., Coaching, Defined Contribution, Retirement Plan..., IRAs, Relationship Management, Business Relationship..., Process Improvement, Financial Analysis, Microsoft Excel, Performance Management, Benefits Administration, Series 6, Fixed Annuities, Mutual Funds, Financial Services, Investment Advisory, Finance, Defined Benefit, Retirement Planning, Wealth Management, Customer Service, Business Planning
Education
New York University 1992 — 1993
CAS, Educational Administration
Long Island University 1987 — 1991
MBA, Finance
Marymount College - Tarrytown 1981 — 1983
BS, Business Administration
Resurrection Elementary School
Cornerstone Group March 2014 - Present
Katz, Sapper & Miller July 2013 - March 2014
OneAmerica Financial Partners October 2012 - July 2013
Southeastern Pension Services, Inc. a United Retirement company August 2004 - October 2012
Southeastern Employee Benefit Services, Inc. February 2001 - July 2004
Retirement Plan Services August 1997 - February 2001
First Data Corporation November 1995 - February 1997
AMAX Realty Development 1989 - 1991
AMAX Inc. 1985 - 1989
AMAX Inc. June 1981 - June 1985
Skills
Pensions, Retirement, Profit Sharing, Plan Design, Pension Administration, 401k, Compliance, Customer Relations, Excel, Plan Administration, Management, Employee Benefits, Analysis, ERISA, Qualified Retirement..., Coaching, Defined Contribution, Retirement Plan..., IRAs, Relationship Management, Business Relationship..., Process Improvement, Financial Analysis, Microsoft Excel, Performance Management, Benefits Administration, Series 6, Fixed Annuities, Mutual Funds, Financial Services, Investment Advisory, Finance, Defined Benefit, Retirement Planning, Wealth Management, Customer Service, Business Planning
Education
New York University 1992 — 1993
CAS, Educational Administration
Long Island University 1987 — 1991
MBA, Finance
Marymount College - Tarrytown 1981 — 1983
BS, Business Administration
Resurrection Elementary School
Josh Danart's OneAmerica Financial Partners Experience December 2011 - May 2014
Job IT Vendor Manager at Anthem
Industry Information Technology and Services
Experience
Anthem, Inc. May 2014 - Present
OneAmerica Financial Partners December 2011 - May 2014
Litton September 2010 - November 2011
MEDIBANK PRIVATE LIMITED September 2008 - April 2010
BAE Systems August 2007 - September 2008
Oracle November 2005 - August 2007
Oracle Australia Pty Ltd August 2003 - November 2005
Oracle Corporation September 1999 - August 2003
Duke Energy October 1998 - September 1999
MCDERMOTT INTERNATIONAL June 1997 - October 1998
Skills
Management, Vendor Management, Contract Management
Education
University of Rhode Island 1989 — 1993
BA, Marine Affairs
International School of Kenya
Anthem, Inc. May 2014 - Present
OneAmerica Financial Partners December 2011 - May 2014
Litton September 2010 - November 2011
MEDIBANK PRIVATE LIMITED September 2008 - April 2010
BAE Systems August 2007 - September 2008
Oracle November 2005 - August 2007
Oracle Australia Pty Ltd August 2003 - November 2005
Oracle Corporation September 1999 - August 2003
Duke Energy October 1998 - September 1999
MCDERMOTT INTERNATIONAL June 1997 - October 1998
Skills
Management, Vendor Management, Contract Management
Education
University of Rhode Island 1989 — 1993
BA, Marine Affairs
International School of Kenya
Marce Massey's OneAmerica Financial Partners Experience September 2005 - June 2008
Job IT Service Manager, End User Computing
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. October 2011 - Present
OneAmerica July 2008 - September 2011
OneAmerica Financial Partners September 2005 - June 2008
OneAmerica August 2001 - August 2005
OneAmerica September 2000 - July 2001
Skills
ITIL v3 Foundations..., Disaster Recovery, Process Improvement, Vendor Management, Visio, Requirements Gathering, Microsoft Office 2007, IT Strategy, IT Management, Project Management, ITIL, Leadership, Management, Consulting, Business Process..., Technical Support
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (B.S.), Mathematics
OneAmerica Financial Partners Inc. October 2011 - Present
OneAmerica July 2008 - September 2011
OneAmerica Financial Partners September 2005 - June 2008
OneAmerica August 2001 - August 2005
OneAmerica September 2000 - July 2001
Skills
ITIL v3 Foundations..., Disaster Recovery, Process Improvement, Vendor Management, Visio, Requirements Gathering, Microsoft Office 2007, IT Strategy, IT Management, Project Management, ITIL, Leadership, Management, Consulting, Business Process..., Technical Support
Education
Indiana University-Purdue University at Indianapolis
Bachelor of Science (B.S.), Mathematics
Bill Yoerger's OneAmerica Financial Partners Experience 1993 - 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
Tonya Lengar's OneAmerica Financial Partners Experience 2005 - Present
Job Assistant General Counsel at OneAmerica Financial Partners/American United Life Insurance Company
Industry Law Practice
Experience
American United Life November 2005 - Present
OneAmerica Financial Partners 2005 - Present
YWCA of Indianapolis 2006 - 2010
Bingham McHale September 2000 - November 2003
Skills
Employee Benefits, Contract Negotiation, Vendor Contracts, Records Management, Claims Management, Commercial Real Estate..., Lease Negotiations
Education
Indiana University School of Law—Bloomington 2000 — 2003
Doctor of Law (J.D.)
Purdue University 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government, Law & Society
American United Life November 2005 - Present
OneAmerica Financial Partners 2005 - Present
YWCA of Indianapolis 2006 - 2010
Bingham McHale September 2000 - November 2003
Skills
Employee Benefits, Contract Negotiation, Vendor Contracts, Records Management, Claims Management, Commercial Real Estate..., Lease Negotiations
Education
Indiana University School of Law—Bloomington 2000 — 2003
Doctor of Law (J.D.)
Purdue University 1996 — 2000
Bachelor of Arts (B.A.), Political Science and Government, Law & Society
Bob Herum's OneAmerica Financial Partners Experience 2001 - 2007
Job 2nd Vice President at Union Central Life Insurance Co.
Industry Insurance
Experience
Ameritas Life Insurance Corp. January 2011 - Present
U.S. Army Reserve 1978 - Present
International Disability Insurance Society January 2009 - December 2010
Union Central January 2008 - December 2010
US Army 1978 - 2009
Colonial Supplemental Insurance June 2007 - January 2008
OneAmerica August 2001 - June 2007
OneAmerica Financial Partners 2001 - 2007
AMERICAN UNITED LIFE INSURANCE COMPANY 2001 - 2007
American United Life 1995 - 2007
Skills
Disability Insurance, Employee Benefits, Financial Risk, Life Insurance, Insurance, Fixed Annuities, Brokers, Leadership, Retirement, Retirement Planning, 401k, Strategic Financial..., Term Life Insurance, Estate Planning, Long-term Care, Claim, Underwriting, Series 63, Marketing, Sales, Health Insurance, Whole Life, Mutual Funds, Long Term Care Insurance, Investments
Education
The American College 2002 — 2004
MSFS, Financial Services
Iowa State University 1975 — 1977
Bachelor of Arts (B.A.), Political Science and Government
The American College
Ameritas Life Insurance Corp. January 2011 - Present
U.S. Army Reserve 1978 - Present
International Disability Insurance Society January 2009 - December 2010
Union Central January 2008 - December 2010
US Army 1978 - 2009
Colonial Supplemental Insurance June 2007 - January 2008
OneAmerica August 2001 - June 2007
OneAmerica Financial Partners 2001 - 2007
AMERICAN UNITED LIFE INSURANCE COMPANY 2001 - 2007
American United Life 1995 - 2007
Skills
Disability Insurance, Employee Benefits, Financial Risk, Life Insurance, Insurance, Fixed Annuities, Brokers, Leadership, Retirement, Retirement Planning, 401k, Strategic Financial..., Term Life Insurance, Estate Planning, Long-term Care, Claim, Underwriting, Series 63, Marketing, Sales, Health Insurance, Whole Life, Mutual Funds, Long Term Care Insurance, Investments
Education
The American College 2002 — 2004
MSFS, Financial Services
Iowa State University 1975 — 1977
Bachelor of Arts (B.A.), Political Science and Government
The American College
John Swhear's OneAmerica Financial Partners Experience 1983 - 2007
Job Vice President at Huntington Asset Services
Industry Financial Services
Experience
Valued Advisers Trust August 2008 - Present
Unified Series Trust May 2007 - Present
Huntington Asset Services, Inc. April 2007 - Present
Unified Financial Securities, Inc. April 2007 - Present
The Huntington Funds April 2010 - March 2012
Dreman Contrarian Funds September 2008 - February 2011
OneAmerica August 2004 - April 2007
OneAmerica Securities, Inc. December 2002 - April 2007
OneAmerica March 2007 - 2007
OneAmerica Financial Partners 1983 - 2007
Skills
Mutual Funds, Securities
Education
Indiana University School of Law—Indianapolis 1990 — 1994
Doctor of Law (J.D.)
Ball State University 1979 — 1983
Bachelor of Arts (B.A.), Computer Science
Roncalli High School
Valued Advisers Trust August 2008 - Present
Unified Series Trust May 2007 - Present
Huntington Asset Services, Inc. April 2007 - Present
Unified Financial Securities, Inc. April 2007 - Present
The Huntington Funds April 2010 - March 2012
Dreman Contrarian Funds September 2008 - February 2011
OneAmerica August 2004 - April 2007
OneAmerica Securities, Inc. December 2002 - April 2007
OneAmerica March 2007 - 2007
OneAmerica Financial Partners 1983 - 2007
Skills
Mutual Funds, Securities
Education
Indiana University School of Law—Indianapolis 1990 — 1994
Doctor of Law (J.D.)
Ball State University 1979 — 1983
Bachelor of Arts (B.A.), Computer Science
Roncalli High School
Kevin Weston's OneAmerica Financial Partners Experience January 2003 - November 2014
Job VP, IT Infratructure Management at OneAmerica Financial Partners
Industry Financial Services
Experience
OneAmerica Financial Partners January 2003 - November 2014
Skills
Process Improvement, Insurance, Strategic Planning, IT Strategy, SDLC, Vendor Management, Project Management, Project Portfolio..., IT Financial Management, IT Sourcing, Contract Negotiation, Contract Management, Training, Business Analysis, Management, Program Management, Strategy, Business Process...
Education
Indiana Wesleyan University 1990 — 1992
MBA, Business
Ball State University 1987 — 1989
MS - incomplete, Computer Science
Wright State University 1980 — 1984
BS, Computer Science
Purdue University 1977 — 1978
No degree, Engineering
OneAmerica Financial Partners January 2003 - November 2014
Skills
Process Improvement, Insurance, Strategic Planning, IT Strategy, SDLC, Vendor Management, Project Management, Project Portfolio..., IT Financial Management, IT Sourcing, Contract Negotiation, Contract Management, Training, Business Analysis, Management, Program Management, Strategy, Business Process...
Education
Indiana Wesleyan University 1990 — 1992
MBA, Business
Ball State University 1987 — 1989
MS - incomplete, Computer Science
Wright State University 1980 — 1984
BS, Computer Science
Purdue University 1977 — 1978
No degree, Engineering
David Gatman's OneAmerica Financial Partners Experience 2001 - May 2010
Job CFO at DAST Consulting
Industry Insurance
Experience
DAST Consulting February 2014 - Present
Foster Results, Inc October 2013 - February 2014
Traders Point Christian Academy June 2010 - October 2013
OneAmerica Financial Partners 2001 - May 2010
Ernst & Young 1994 - 2001
Skills
Financial Audits, Team Building, Management, Auditing, Accounting, Investments, IT Audit, Sarbanes-Oxley Act, Risk Management, Business Analysis, Budgets, CISA, Sarbanes-Oxley, Financial Accounting, GAAP, Finance, Mergers & Acquisitions, SDLC, Change Management, SEC filings, Internal Audit, Process Improvement, Internal Controls, Financial Risk, SAS70, Due Diligence, Risk Assessment, Microsoft Excel, Insurance, Project Management, CPA, Enterprise Risk..., Corporate Governance, Assurance, Financial Analysis, Visio, Business Process..., Financial Reporting
Education
Indiana University - Kelley School of Business 1989 — 1994
B.S., Accounting & Management Information Systems
DAST Consulting February 2014 - Present
Foster Results, Inc October 2013 - February 2014
Traders Point Christian Academy June 2010 - October 2013
OneAmerica Financial Partners 2001 - May 2010
Ernst & Young 1994 - 2001
Skills
Financial Audits, Team Building, Management, Auditing, Accounting, Investments, IT Audit, Sarbanes-Oxley Act, Risk Management, Business Analysis, Budgets, CISA, Sarbanes-Oxley, Financial Accounting, GAAP, Finance, Mergers & Acquisitions, SDLC, Change Management, SEC filings, Internal Audit, Process Improvement, Internal Controls, Financial Risk, SAS70, Due Diligence, Risk Assessment, Microsoft Excel, Insurance, Project Management, CPA, Enterprise Risk..., Corporate Governance, Assurance, Financial Analysis, Visio, Business Process..., Financial Reporting
Education
Indiana University - Kelley School of Business 1989 — 1994
B.S., Accounting & Management Information Systems
Lianne Lockhart's OneAmerica Financial Partners Experience June 2006 - August 2007
Job Material Data Steward at Dow AgroSciences
Industry Biotechnology
Experience
Dow AgroSciences March 2014 - Present
Roche December 2012 - March 2014
Roche Diagnostics April 2012 - July 2012
JPMorgan Chase December 2011 - March 2012
Indiana Office of Utility Consumer Counselor September 2007 - June 2011
Julian Center Guild 2009 - 2009
OneAmerica Financial Partners June 2006 - August 2007
Interactive Intelligence March 2005 - December 2005
Skills
Financial Analysis, Microsoft Excel, Auditing, Public Policy, Analysis, Change Management, Accounting, Access, Finance, Process Improvement, SAP, Data Analysis, Data Management, Pricing
Education
Indiana Institute of Technology 2013 — 2015
Master of Business Administration (MBA), 3.8
Indiana University - Kelley School of Business 2000 — 2005
Bachelor of Science, Business Administration; Finance
North Central
Dow AgroSciences March 2014 - Present
Roche December 2012 - March 2014
Roche Diagnostics April 2012 - July 2012
JPMorgan Chase December 2011 - March 2012
Indiana Office of Utility Consumer Counselor September 2007 - June 2011
Julian Center Guild 2009 - 2009
OneAmerica Financial Partners June 2006 - August 2007
Interactive Intelligence March 2005 - December 2005
Skills
Financial Analysis, Microsoft Excel, Auditing, Public Policy, Analysis, Change Management, Accounting, Access, Finance, Process Improvement, SAP, Data Analysis, Data Management, Pricing
Education
Indiana Institute of Technology 2013 — 2015
Master of Business Administration (MBA), 3.8
Indiana University - Kelley School of Business 2000 — 2005
Bachelor of Science, Business Administration; Finance
North Central
Andrew Cavallaro's OneAmerica Financial Partners Experience May 2008 - August 2008
Job Dealer Services Account Manager at J.D. Byrider Systems, LLC
Industry Financial Services
Experience
JD Byrider August 2012 - Present
Best Buy February 2010 - August 2012
Charles Schwab November 2009 - February 2010
Best Buy September 2006 - November 2009
OneAmerica Financial Partners May 2008 - August 2008
Sherman Hill Development Group June 2007 - August 2008
Skills
Financial Analysis, Business Analysis, Sales, Credit, Team Management, Leadership, Strategic Financial..., Valuation, Business Strategy, Vendor Management, P&L Analysis, P&L Management, Lead Generation, Customer Service, Sales Management, Vendor Relationships, Marketing Strategy, Marketing, Microsoft Office, Social Media Marketing, Email Marketing, Sales Operations, Product Development, Product Management, Advertising, Account Management, Operations Management, Program Management, Microsoft Excel, Learning Quickly, Teamwork, Finance, Management, Time Management
Education
Drake University 2005 — 2009
Bachelor of Science, Finance/Entrepreneurial Management
JD Byrider August 2012 - Present
Best Buy February 2010 - August 2012
Charles Schwab November 2009 - February 2010
Best Buy September 2006 - November 2009
OneAmerica Financial Partners May 2008 - August 2008
Sherman Hill Development Group June 2007 - August 2008
Skills
Financial Analysis, Business Analysis, Sales, Credit, Team Management, Leadership, Strategic Financial..., Valuation, Business Strategy, Vendor Management, P&L Analysis, P&L Management, Lead Generation, Customer Service, Sales Management, Vendor Relationships, Marketing Strategy, Marketing, Microsoft Office, Social Media Marketing, Email Marketing, Sales Operations, Product Development, Product Management, Advertising, Account Management, Operations Management, Program Management, Microsoft Excel, Learning Quickly, Teamwork, Finance, Management, Time Management
Education
Drake University 2005 — 2009
Bachelor of Science, Finance/Entrepreneurial Management
Connie Herrington's OneAmerica Financial Partners Experience 2005 - Present
Job Director, Mortgage Loans at OneAmerica Financial Partners
Industry Insurance
Experience
Retired July 2014 - Present
OneAmerica Financial Partners 2005 - Present
Skills
Mortgage Lending, Underwriting, Investments, Insurance, Financial Analysis, Portfolio Management, Asset Management, Loans, Financial Modeling, Due Diligence, Valuation, Real Estate Economics, Real Estate, Risk Management, Disposition, Capital Markets, Leases, Investment Properties, Leadership, Strategic Planning
Education
University of Indianapolis - School of Business 1990 — 1996
BS, Business
Retired July 2014 - Present
OneAmerica Financial Partners 2005 - Present
Skills
Mortgage Lending, Underwriting, Investments, Insurance, Financial Analysis, Portfolio Management, Asset Management, Loans, Financial Modeling, Due Diligence, Valuation, Real Estate Economics, Real Estate, Risk Management, Disposition, Capital Markets, Leases, Investment Properties, Leadership, Strategic Planning
Education
University of Indianapolis - School of Business 1990 — 1996
BS, Business
Marcia McHie's OneAmerica Financial Partners Experience January 2011 - Present
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
Linda Kientz's OneAmerica Financial Partners Experience October 2008 - Present
Job Senior Business Analyst at OneAmerica Financial Partners
Industry Insurance
Experience
OneAmerica Financial Partners October 2008 - Present
OneAmerica Financial Partners February 2006 - October 2008
OneAmerica Financial Partners August 1999 - February 2006
OneAmerica Financial Partners October 1995 - August 1999
USA Group 1990 - 1995
Alternative Services 1989 - 1990
RCA/GE/Thomson Consumer Electronics 1984 - 1989
Skills
Business Analysis, Testing, Process Improvement, Insurance, SDLC, Requirements Gathering, Visio, Requirements Analysis, Business Requirements, Employee Benefits, Project Management, User Acceptance Testing, Software Documentation, Business Process..., Business Process
Education
Indiana University-Purdue University at Indianapolis
Marian University
OneAmerica Financial Partners October 2008 - Present
OneAmerica Financial Partners February 2006 - October 2008
OneAmerica Financial Partners August 1999 - February 2006
OneAmerica Financial Partners October 1995 - August 1999
USA Group 1990 - 1995
Alternative Services 1989 - 1990
RCA/GE/Thomson Consumer Electronics 1984 - 1989
Skills
Business Analysis, Testing, Process Improvement, Insurance, SDLC, Requirements Gathering, Visio, Requirements Analysis, Business Requirements, Employee Benefits, Project Management, User Acceptance Testing, Software Documentation, Business Process..., Business Process
Education
Indiana University-Purdue University at Indianapolis
Marian University
Lee Post's OneAmerica Financial Partners Experience April 2007 - Present
Job Regional Marketing Director at OneAmerica Financial Partners
Industry Insurance
Experience
OneAmerica Financial Partners April 2007 - Present
US Bancorp Investments & Insurance October 2003 - April 2007
Transamerica 1999 - 2004
Skills
Life Insurance, Series 7, Retirement Planning, Retirement, Mutual Funds, Variable Annuities, 401k, Disability Insurance, Term Life Insurance, Health Insurance, Investments, Strategic Financial..., Financial Services, Wealth Management, Financial Advisory
Education
Minnesota State University, Mankato 1977 — 1980
B.S., Business Management, Economics
OneAmerica Financial Partners April 2007 - Present
US Bancorp Investments & Insurance October 2003 - April 2007
Transamerica 1999 - 2004
Skills
Life Insurance, Series 7, Retirement Planning, Retirement, Mutual Funds, Variable Annuities, 401k, Disability Insurance, Term Life Insurance, Health Insurance, Investments, Strategic Financial..., Financial Services, Wealth Management, Financial Advisory
Education
Minnesota State University, Mankato 1977 — 1980
B.S., Business Management, Economics
Kerry Fuqua's OneAmerica Financial Partners Experience 1994 - Present
Job Program Manager at OneAmerica
Industry Insurance
Experience
OneAmerica April 2011 - Present
OneAmerica 1994 - Present
OneAmerica Financial Partners 1994 - Present
Education
Indiana State University - Scott College of Business
South Vermillion HS
OneAmerica April 2011 - Present
OneAmerica 1994 - Present
OneAmerica Financial Partners 1994 - Present
Education
Indiana State University - Scott College of Business
South Vermillion HS
Larry Weiler's OneAmerica Financial Partners Experience September 2000 - Present
Job Federal Tax Manager at OneAmerica Financial Partners
Industry Insurance
Experience
OneAmerica Financial Partners September 2000 - Present
Ohio National Financial Services March 1999 - September 2000
American States Insurance Company June 1978 - March 1998
Skills
Taxation of Life..., Life Nonlife..., Member of Tax...
Education
Indiana State University 1975 — 1978
Bachelor of Science (B.S.), Accounting
Vincennes University 1973 — 1975
Associate's degree, General Education
OneAmerica Financial Partners September 2000 - Present
Ohio National Financial Services March 1999 - September 2000
American States Insurance Company June 1978 - March 1998
Skills
Taxation of Life..., Life Nonlife..., Member of Tax...
Education
Indiana State University 1975 — 1978
Bachelor of Science (B.S.), Accounting
Vincennes University 1973 — 1975
Associate's degree, General Education
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.