OneAmerica Financial Partners Inc.
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 Financial Partners Inc. Employees
Employee
Years
Job
Industry
Marie A. Williams, QPA, QKA Marie A. Williams, QPA, QKA's OneAmerica Financial Partners Inc. Experience May 2013 - Present
Job Pension Consultant | Business Analyst | Technology Specialist | Generalist | Passionate Selfdeveloper
Industry Information Technology and Services
Experience
OneAmerica Financial Partners Inc. May 2013 - Present
Polycomp Administrative Services, Inc. May 2001 - April 2013
Move, Inc. September 1999 - April 2001
Skills
Requirements Gathering, Process Improvement, Problem Solving, Visio, Consulting, SDLC, Collaborative Problem..., Customer Service, Access, Analysis, Training, Troubleshooting, Microsoft Excel, Data Modeling, Business Process, Data Flow, Systems Analysis, Microsoft Office, Microsoft Word, Project Planning, Use Case, Use Case Analysis, Spreadsheets, Profit Sharing, 401k, Retirement Plan..., Qualified Retirement..., Defined Benefit, ERISA, Defined Contribution, Pension Administration, Form 5500 preparation, Safe Harbor, 401k Rollovers, Customer Support, Root Cause Analysis, Business Analysis, Requirements Analysis, Project Management
Education
Ashford University 2012 — 2016
Bachelor of Arts (B.A.), Business Information Systems, 4.0
Oxnard College 1995 — 2005
Art/Art Studies, General
OneAmerica Financial Partners Inc. May 2013 - Present
Polycomp Administrative Services, Inc. May 2001 - April 2013
Move, Inc. September 1999 - April 2001
Skills
Requirements Gathering, Process Improvement, Problem Solving, Visio, Consulting, SDLC, Collaborative Problem..., Customer Service, Access, Analysis, Training, Troubleshooting, Microsoft Excel, Data Modeling, Business Process, Data Flow, Systems Analysis, Microsoft Office, Microsoft Word, Project Planning, Use Case, Use Case Analysis, Spreadsheets, Profit Sharing, 401k, Retirement Plan..., Qualified Retirement..., Defined Benefit, ERISA, Defined Contribution, Pension Administration, Form 5500 preparation, Safe Harbor, 401k Rollovers, Customer Support, Root Cause Analysis, Business Analysis, Requirements Analysis, Project Management
Education
Ashford University 2012 — 2016
Bachelor of Arts (B.A.), Business Information Systems, 4.0
Oxnard College 1995 — 2005
Art/Art Studies, General
Travis Barnes, ChFC®, QKA, QPFC Travis Barnes, ChFC®, QKA, QPFC's OneAmerica Financial Partners Inc. Experience February 2012 - January 2014
Job Retirement Plan Professional / Account Executive Director for Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
OneAmerica Financial Partners Inc. February 2012 - January 2014
OneAmerica Financial Partners Inc. August 2009 - February 2012
Principal Financial Group March 2008 - June 2009
Skills
Qualified Retirement..., 401(k) & 403(b) Plans, Deferred Compensation, Pensions
Education
University of Evansville
Bachelor of Science (B.S.), Finance
Principal Financial Group January 2014 - Present
OneAmerica Financial Partners Inc. February 2012 - January 2014
OneAmerica Financial Partners Inc. August 2009 - February 2012
Principal Financial Group March 2008 - June 2009
Skills
Qualified Retirement..., 401(k) & 403(b) Plans, Deferred Compensation, Pensions
Education
University of Evansville
Bachelor of Science (B.S.), Finance
Brian Orr's OneAmerica Financial Partners Inc. Experience July 2001 - June 2005
Job Investment Program Manager at Equity Financial Services Group / Registered Representative with INVEST Financial Corp.
Industry Investment Management
Experience
Equity Financial Services Group at Equity Bank June 2010 - Present
Bank of America July 2005 - December 2009
OneAmerica Financial Partners Inc. July 2001 - June 2005
ADP January 1999 - June 2001
AXA Advisors April 1996 - December 1998
Skills
Leadership, Retirement Planning, Succession Planning, Wealth Accumulation, Multi-generational..., Asset Allocation, Public Speaking, Motivation, Event Planning, Insurance
Education
The University of Kansas 1992 — 1994
Bachelor of Science (BS), Journalism
Equity Financial Services Group at Equity Bank June 2010 - Present
Bank of America July 2005 - December 2009
OneAmerica Financial Partners Inc. July 2001 - June 2005
ADP January 1999 - June 2001
AXA Advisors April 1996 - December 1998
Skills
Leadership, Retirement Planning, Succession Planning, Wealth Accumulation, Multi-generational..., Asset Allocation, Public Speaking, Motivation, Event Planning, Insurance
Education
The University of Kansas 1992 — 1994
Bachelor of Science (BS), Journalism
Jason A. Massey's OneAmerica Financial Partners Inc. Experience July 2014 - Present
Job Senior IT Vendor Manager
Industry Insurance
Experience
OneAmerica Financial Partners Inc. July 2014 - Present
U.S. Cellular February 2014 - July 2014
U.S. Cellular May 2011 - February 2014
Brightpoint February 2007 - April 2011
Brightpoint May 2004 - February 2007
GE Supply January 2000 - May 2004
Skills
Cross-functional Team..., Wireless, Logistics, Mobile Devices, Strategy, Management, Inventory Management, Account Management, Project Management, Supply Chain, Training, Sales Management, Cellular Communications, Continuous Improvement, ERP, Supply Chain Management, Operations Management, Inventory Control, Negotiation, Leadership, Sales Operations, Vendor Management, Reverse Logistics
Education
Purdue University 1995 — 1999
BS, Business Management - Marketing Minor
OneAmerica Financial Partners Inc. July 2014 - Present
U.S. Cellular February 2014 - July 2014
U.S. Cellular May 2011 - February 2014
Brightpoint February 2007 - April 2011
Brightpoint May 2004 - February 2007
GE Supply January 2000 - May 2004
Skills
Cross-functional Team..., Wireless, Logistics, Mobile Devices, Strategy, Management, Inventory Management, Account Management, Project Management, Supply Chain, Training, Sales Management, Cellular Communications, Continuous Improvement, ERP, Supply Chain Management, Operations Management, Inventory Control, Negotiation, Leadership, Sales Operations, Vendor Management, Reverse Logistics
Education
Purdue University 1995 — 1999
BS, Business Management - Marketing Minor
Monica Lowe Monica Lowe's OneAmerica Financial Partners Inc. Experience May 2015 - Present
Job
Industry Higher Education
Experience
OneAmerica Financial Partners Inc. May 2015 - Present
Jenny Craig March 2014 - May 2015
Ashford University February 2013 - December 2013
Jenny Craig November 2011 - December 2012
Golf Academy of America July 2009 - May 2011
Skills
Public Speaking, Customer Service, Research, Microsoft Office, PowerPoint, English, Strategic Planning, Microsoft Word, Microsoft Excel, Outlook, Windows, Budgets, Team Building, Training, Talisma, REAP, CampusVue, Problem Solving, Lead Generation, Leadership, Management, Event Planning, Sales, Coaching, Marketing, Time Management, Teaching, Strategy
Education
Virginia College-Birmingham 2009 — 2011
Master of Business Administration (MBA), Business Administration
San Diego State University-California State University 2005 — 2009
Bachelor's degree, International Business
OneAmerica Financial Partners Inc. May 2015 - Present
Jenny Craig March 2014 - May 2015
Ashford University February 2013 - December 2013
Jenny Craig November 2011 - December 2012
Golf Academy of America July 2009 - May 2011
Skills
Public Speaking, Customer Service, Research, Microsoft Office, PowerPoint, English, Strategic Planning, Microsoft Word, Microsoft Excel, Outlook, Windows, Budgets, Team Building, Training, Talisma, REAP, CampusVue, Problem Solving, Lead Generation, Leadership, Management, Event Planning, Sales, Coaching, Marketing, Time Management, Teaching, Strategy
Education
Virginia College-Birmingham 2009 — 2011
Master of Business Administration (MBA), Business Administration
San Diego State University-California State University 2005 — 2009
Bachelor's degree, International Business
Matt Sawan's OneAmerica Financial Partners Inc. Experience 2013 - 2014
Job Western Region Sales Manager
Industry Financial Services
Experience
Illinois Mutual 2014 - Present
Insurance & Financial Services Leader 1994 - Present
OneAmerica Financial Partners Inc. 2013 - 2014
Ameritas 2012 - 2013
Allstate 2008 - 2012
Zurich/Farmers Insurance & Financial Services 1998 - 2008
Prudential Financial 1994 - 1997
Capital Group 1990 - 1993
Skills
Leadership, Business Development, Insurance, Recruiting, Sales Management, Sales, Financial Services, Team Building, Marketing, Business Planning, Management, Networking, New Business Development, Strategic Planning, Consulting, Workshop Facilitation, Customer Service, Executive Management, Business Strategy, Team Leadership
Education
The American College
In process, Working towards ChFC and CFP
University of Cincinnati
Bachelor of Business Administration, Finance
Illinois Mutual 2014 - Present
Insurance & Financial Services Leader 1994 - Present
OneAmerica Financial Partners Inc. 2013 - 2014
Ameritas 2012 - 2013
Allstate 2008 - 2012
Zurich/Farmers Insurance & Financial Services 1998 - 2008
Prudential Financial 1994 - 1997
Capital Group 1990 - 1993
Skills
Leadership, Business Development, Insurance, Recruiting, Sales Management, Sales, Financial Services, Team Building, Marketing, Business Planning, Management, Networking, New Business Development, Strategic Planning, Consulting, Workshop Facilitation, Customer Service, Executive Management, Business Strategy, Team Leadership
Education
The American College
In process, Working towards ChFC and CFP
University of Cincinnati
Bachelor of Business Administration, Finance
Natalee Fuller's OneAmerica Financial Partners Inc. Experience July 2014 - Present
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
Corey Downs Corey Downs's OneAmerica Financial Partners Inc. Experience July 2014 - Present
Job Senior Sales Representative at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. July 2014 - Present
Assurant Employee Benefits December 2013 - July 2014
The Hartford January 2005 - November 2013
Skills
Group Benefits, Employee Benefits, Benefits Administration, Benefits Plan Design, Disability Insurance, Term Life Insurance, Life Insurance, Selling, Underwriting, Insurance, Account Management, Sales, Management, Brokers, Small Business, Customer Service, Health Insurance
Education
Texas A&M University 2002 — 2004
Kinesiology, Sports Management
OneAmerica Financial Partners Inc. July 2014 - Present
Assurant Employee Benefits December 2013 - July 2014
The Hartford January 2005 - November 2013
Skills
Group Benefits, Employee Benefits, Benefits Administration, Benefits Plan Design, Disability Insurance, Term Life Insurance, Life Insurance, Selling, Underwriting, Insurance, Account Management, Sales, Management, Brokers, Small Business, Customer Service, Health Insurance
Education
Texas A&M University 2002 — 2004
Kinesiology, Sports Management
Robert Richardson's OneAmerica Financial Partners Inc. Experience 2004 - 2006
Job Executive Leadership Financial Services, Insurance & Healthcare/Hospital Executive
Industry Hospital & Health Care
Experience
BAEP & ERx360 2014 - Present
Insurance Sales Network of America 2006 - 2014
OneAmerica Financial Partners Inc. 2004 - 2006
CNO Financial Group 2001 - 2004
National Healthcare Benefit Corporation 1998 - 2001
Mercy Health 1994 - 1998
National Healthcare Benefit Corporation 1981 - 1994
Boeing 1979 - 1981
Skills
Leadership, Strategy, Insurance, Training, Six Sigma, Management, Recruiting, Employee Benefits, Long-term Care, Sales
Education
Western Michigan University 1973 — 1978
BS, Aviation Technology and Business Management
Stanford University
Executive Education Program, Organizational Leadership
University of Michigan
Executive Educational Program, Conference Leadership
The Disney Institute
Professional Development Programs - Leadership Excellence & Organizational Creativity
Professional Certifications 1981 — 2014
Professional Certifications
Financial and Healthcare Licenses
BAEP & ERx360 2014 - Present
Insurance Sales Network of America 2006 - 2014
OneAmerica Financial Partners Inc. 2004 - 2006
CNO Financial Group 2001 - 2004
National Healthcare Benefit Corporation 1998 - 2001
Mercy Health 1994 - 1998
National Healthcare Benefit Corporation 1981 - 1994
Boeing 1979 - 1981
Skills
Leadership, Strategy, Insurance, Training, Six Sigma, Management, Recruiting, Employee Benefits, Long-term Care, Sales
Education
Western Michigan University 1973 — 1978
BS, Aviation Technology and Business Management
Stanford University
Executive Education Program, Organizational Leadership
University of Michigan
Executive Educational Program, Conference Leadership
The Disney Institute
Professional Development Programs - Leadership Excellence & Organizational Creativity
Professional Certifications 1981 — 2014
Professional Certifications
Financial and Healthcare Licenses
Katie Marschke Katie Marschke's OneAmerica Financial Partners Inc. Experience May 2011 - August 2011
Job Attorney at Ice Miller LLP
Industry Law Practice
Experience
Ice Miller LLP September 2013 - Present
Penn State University October 2011 - May 2013
Ice Miller May 2012 - August 2012
OneAmerica Financial Partners, Inc. May 2011 - August 2011
Nordstrom Department Store August 2009 - July 2010
Panera Bread May 2008 - September 2008
Mon Ami Gabi Restaurant May 2007 - September 2007
Education
Pennsylvania State University, The Dickinson School of Law 2010 — 2013
Juris Doctor
Purdue University 2005 — 2009
Bachelor of Science, Hospitality & Tourism Management
Ice Miller LLP September 2013 - Present
Penn State University October 2011 - May 2013
Ice Miller May 2012 - August 2012
OneAmerica Financial Partners, Inc. May 2011 - August 2011
Nordstrom Department Store August 2009 - July 2010
Panera Bread May 2008 - September 2008
Mon Ami Gabi Restaurant May 2007 - September 2007
Education
Pennsylvania State University, The Dickinson School of Law 2010 — 2013
Juris Doctor
Purdue University 2005 — 2009
Bachelor of Science, Hospitality & Tourism Management
Nikhil Rao's OneAmerica Financial Partners Inc. Experience January 2014 - May 2014
Job Underwriting Analyst at Baldwin & Lyons, Inc.
Industry Insurance
Experience
Baldwin & Lyons, Inc. September 2014 - Present
OneAmerica Financial Partners Inc. January 2014 - May 2014
DigitalRelevance™ September 2013 - December 2013
CenterPoint Wealth Management May 2013 - August 2013
Covenant Construction Company June 2010 - July 2012
Indiana Basketball Academy January 2007 - March 2012
Skills
Customer Service, Management, Public Speaking, Program Management, Research, Document Drafting, Leadership, Internal Audit, Tax Basis, Marketing, Salesforce.com, Website Development, HubSpot, Petty Cash, Building Maintenance, Construction, PowerPoint
Education
Indiana University-Purdue University at Indianapolis 2011 — 2014
Bachelor's Degree, Finance, Management and International Studies (Honors)
Purdue University - Krannert School of Management 2010 — 2011
BS, Management/Economics
Baldwin & Lyons, Inc. September 2014 - Present
OneAmerica Financial Partners Inc. January 2014 - May 2014
DigitalRelevance™ September 2013 - December 2013
CenterPoint Wealth Management May 2013 - August 2013
Covenant Construction Company June 2010 - July 2012
Indiana Basketball Academy January 2007 - March 2012
Skills
Customer Service, Management, Public Speaking, Program Management, Research, Document Drafting, Leadership, Internal Audit, Tax Basis, Marketing, Salesforce.com, Website Development, HubSpot, Petty Cash, Building Maintenance, Construction, PowerPoint
Education
Indiana University-Purdue University at Indianapolis 2011 — 2014
Bachelor's Degree, Finance, Management and International Studies (Honors)
Purdue University - Krannert School of Management 2010 — 2011
BS, Management/Economics
Jim McGovern's OneAmerica Financial Partners Inc. Experience January 2014 - Present
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
Jose M Saucedo's OneAmerica Financial Partners Inc. Experience December 2014 - April 2015
Job Owner at Jose Saucedo Agency
Industry Financial Services
Experience
Jose Saucedo Agency February 2009 - Present
OneAmerica Financial Partners Inc. December 2014 - April 2015
Jose Saucedo Agency February 2011 - December 2014
Jose Saucedo Agency February 2009 - June 2012
Santander Bank, N.A. January 2006 - February 2009
KB Home April 2005 - January 2007
Skills
Insurance, Finance, Small Business, Entrepreneurship, Sales Management, New Business Development, Marketing Strategy, Strategic Planning, Residential Mortgages, Program Management, Real Estate, Investments, Risk Management, Health Insurance, Leadership, Hispanic Marketing, Financial Services, Mortgage Industry, Retirement Planning, Retirement Plan..., 401k, English to Spanish, Translation
Education
The University of Texas at Arlington
Tarrant County College
Arlington Heights High School
Jose Saucedo Agency February 2009 - Present
OneAmerica Financial Partners Inc. December 2014 - April 2015
Jose Saucedo Agency February 2011 - December 2014
Jose Saucedo Agency February 2009 - June 2012
Santander Bank, N.A. January 2006 - February 2009
KB Home April 2005 - January 2007
Skills
Insurance, Finance, Small Business, Entrepreneurship, Sales Management, New Business Development, Marketing Strategy, Strategic Planning, Residential Mortgages, Program Management, Real Estate, Investments, Risk Management, Health Insurance, Leadership, Hispanic Marketing, Financial Services, Mortgage Industry, Retirement Planning, Retirement Plan..., 401k, English to Spanish, Translation
Education
The University of Texas at Arlington
Tarrant County College
Arlington Heights High School
Alex (Zheng) Gao's OneAmerica Financial Partners Inc. Experience May 2014 - July 2014
Job Actuarial Analyst at Forethought Financial Group, Inc.
Industry Insurance
Experience
Forethought Financial Group, Inc. July 2015 - Present
TransUnion June 2015 - Present
OneAmerica Financial Partners Inc. May 2014 - July 2014
PICC P&C Co. May 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Teamwork, R, VBA, Java, Access, Research, SAS, Data Analysis, Time Management
Education
Purdue University 2010 — 2015
Master of Science (M.Sc.), Statistics
Purdue University 2010 — 2013
Bachelor of Science (B.Sc.), Actuarial Science, Statistics, 3.76
Forethought Financial Group, Inc. July 2015 - Present
TransUnion June 2015 - Present
OneAmerica Financial Partners Inc. May 2014 - July 2014
PICC P&C Co. May 2013 - July 2013
Skills
Microsoft Office, Microsoft Excel, Teamwork, R, VBA, Java, Access, Research, SAS, Data Analysis, Time Management
Education
Purdue University 2010 — 2015
Master of Science (M.Sc.), Statistics
Purdue University 2010 — 2013
Bachelor of Science (B.Sc.), Actuarial Science, Statistics, 3.76
Jane Sobczak, PHR Jane Sobczak, PHR's OneAmerica Financial Partners Inc. Experience 2005 - Present
Job Employee Engagement and Relations Manager at OneAmerica Financial Partners, Inc
Industry Financial Services
Experience
OneAmerica Financial Partners, Inc 2005 - Present
IndySHRM 2000 - Present
Golden Rule Insurance 2000 - 2005
Purdue University 1995 - 2000
Skills
Employee Relations, Performance Management, HRIS, Human Resources, Team Building, Organizational..., FMLA, Recruiting, Employee Engagement, Onboarding, Benefits Administration, Employee Benefits, Coaching, Deferred Compensation
Education
Troy State University
Bachelor of Science, Psychology
OneAmerica Financial Partners, Inc 2005 - Present
IndySHRM 2000 - Present
Golden Rule Insurance 2000 - 2005
Purdue University 1995 - 2000
Skills
Employee Relations, Performance Management, HRIS, Human Resources, Team Building, Organizational..., FMLA, Recruiting, Employee Engagement, Onboarding, Benefits Administration, Employee Benefits, Coaching, Deferred Compensation
Education
Troy State University
Bachelor of Science, Psychology
David Hetrick David Hetrick's OneAmerica Financial Partners Inc. Experience November 2014 - Present
Job Claims Examiner at MetLife
Industry Music
Experience
OneAmerica Financial Partners Inc. November 2014 - Present
Self-Employed August 2010 - Present
MetLife July 2007 - October 2014
Liberty Mutual Insurance September 2004 - September 2007
OneAmerica July 2002 - September 2004
Skills
Music, Electric Guitar, Acoustic Guitar, Rhythm Guitar, Lead Guitar, Entertainment, Improvisation, Performing Arts, Singing, Singer-songwriter, Music Industry, Musicians, Band, Stage, Rock, Public Speaking, Insurance, Acting, Music Theory, Studio Recording, Guitar, Vocalist, Bands, Rock Music, Music Production, Customer Service, Social Media
Education
Shepherd University 1991 — 1995
Bachelor of Arts (B.A.), Music Performance
Potomac State College of West Virginia University 1989 — 1991
Music Teacher Education
OneAmerica Financial Partners Inc. November 2014 - Present
Self-Employed August 2010 - Present
MetLife July 2007 - October 2014
Liberty Mutual Insurance September 2004 - September 2007
OneAmerica July 2002 - September 2004
Skills
Music, Electric Guitar, Acoustic Guitar, Rhythm Guitar, Lead Guitar, Entertainment, Improvisation, Performing Arts, Singing, Singer-songwriter, Music Industry, Musicians, Band, Stage, Rock, Public Speaking, Insurance, Acting, Music Theory, Studio Recording, Guitar, Vocalist, Bands, Rock Music, Music Production, Customer Service, Social Media
Education
Shepherd University 1991 — 1995
Bachelor of Arts (B.A.), Music Performance
Potomac State College of West Virginia University 1989 — 1991
Music Teacher Education
Jennifer Summerlot's OneAmerica Financial Partners Inc. Experience September 2003 - August 2013
Job Real Estate Broker at F.C. Tucker Company
Industry Real Estate
Experience
F.C. Tucker Company August 2014 - Present
CBRE August 2013 - August 2014
OneAmerica Financial Partners Inc. September 2003 - August 2013
OneAmerica Financial Partners Inc. December 2000 - September 2003
OneAmerica Financial Partners Inc. April 2000 - December 2000
OneAmerica Financial Partners Inc. January 1998 - April 2000
Skills
Retirement, Retirement Planning, Life Insurance, Management, Asset Management, Real Estate, Finance, Real Estate Transactions
Education
University of Indianapolis
Bachelor of Science (B.S.), Organizational Leadership
F.C. Tucker Company August 2014 - Present
CBRE August 2013 - August 2014
OneAmerica Financial Partners Inc. September 2003 - August 2013
OneAmerica Financial Partners Inc. December 2000 - September 2003
OneAmerica Financial Partners Inc. April 2000 - December 2000
OneAmerica Financial Partners Inc. January 1998 - April 2000
Skills
Retirement, Retirement Planning, Life Insurance, Management, Asset Management, Real Estate, Finance, Real Estate Transactions
Education
University of Indianapolis
Bachelor of Science (B.S.), Organizational Leadership
Paula Kolocotronis's OneAmerica Financial Partners Inc. Experience March 2015 - Present
Job Paula Kolocotronis, Regional Compliance Manager at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. March 2015 - Present
Executive Financial Group LLC,A General Agency of the companies of OneAmerica April 2008 - February 2015
LPL Finanical October 1999 - April 2008
Kay Jewelers November 1994 - October 1999
Education
Webster University
Bachelor's Degree, Business Management
Missouri State University
International Business
OneAmerica Financial Partners Inc. March 2015 - Present
Executive Financial Group LLC,A General Agency of the companies of OneAmerica April 2008 - February 2015
LPL Finanical October 1999 - April 2008
Kay Jewelers November 1994 - October 1999
Education
Webster University
Bachelor's Degree, Business Management
Missouri State University
International Business
Drew Cullum Drew Cullum's OneAmerica Financial Partners Inc. Experience July 1994 - May 2002
Job Registered Representative at Cambridge Investment Research, Inc
Industry Financial Services
Experience
TREW Benefits, Inc January 2004 - Present
Cambridge Investment Research, Inc September 2005 - Present
Securian Financial Group May 2002 - September 2005
OneAmerica Financial Partners Inc. July 1994 - May 2002
Robert W. Baird & Co. November 1988 - July 1994
Kemper Financial Services, Inc. December 1986 - November 1988
BMO Harris Bank July 1984 - December 1986
Education
University of Iowa 1980 — 1984
Bachelor of Science (BS), Marketing
TREW Benefits, Inc January 2004 - Present
Cambridge Investment Research, Inc September 2005 - Present
Securian Financial Group May 2002 - September 2005
OneAmerica Financial Partners Inc. July 1994 - May 2002
Robert W. Baird & Co. November 1988 - July 1994
Kemper Financial Services, Inc. December 1986 - November 1988
BMO Harris Bank July 1984 - December 1986
Education
University of Iowa 1980 — 1984
Bachelor of Science (BS), Marketing
Corinne Carlson, PMP, CSSGB's OneAmerica Financial Partners Inc. Experience June 2014 - Present
Job Operational Excellence Consultant at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. June 2014 - Present
Gexpro January 2013 - June 2014
Gexpro November 2010 - January 2013
Gexpro February 2009 - November 2010
Gexpro September 2007 - January 2009
GE May 2006 - August 2007
Education
Purdue University 2001 — 2005
Industrial Management, Industrial Engineering
Andrean High School
OneAmerica Financial Partners Inc. June 2014 - Present
Gexpro January 2013 - June 2014
Gexpro November 2010 - January 2013
Gexpro February 2009 - November 2010
Gexpro September 2007 - January 2009
GE May 2006 - August 2007
Education
Purdue University 2001 — 2005
Industrial Management, Industrial Engineering
Andrean High School
Tracy Boehm's OneAmerica Financial Partners Inc. Experience May 2014 - July 2015
Job Vice President of Infrastructure at OneAmerica
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. May 2014 - July 2015
Rolls-Royce April 2011 - May 2014
Eli Lilly and Company January 2008 - March 2011
Eli Lilly and Company 2005 - 2008
Eli Lilly and Company 2003 - 2005
Eli Lilly and Company 1998 - 2003
Eli Lilly and Company 1998 - 2003
Skills
ITIL, Vendor Management, IT Service Management, SharePoint, Disaster Recovery, Unix, Web Development, SDLC, IT Strategy, Change Control, Business Analysis, Process Improvement, VMware, Enterprise Architecture, IT Management, Solaris, Cisco Technologies, Project Portfolio..., Six Sigma, Data Center, Business Intelligence, Program Management, IT Infrastructure Design, Firewalls, PMP, Integration, Visio, Software Documentation, Testing, Information Technology, Requirements Analysis, IT Operations, Infrastructure, Security, Servers, Virtualization, Solution Architecture, Windows Server, Resource Management, System Administration, Systems Analysis
Education
Purdue University 1990 — 1995
Bachelor's degree, Computer Science
Munster High School 1986 — 1990
OneAmerica Financial Partners Inc. May 2014 - July 2015
Rolls-Royce April 2011 - May 2014
Eli Lilly and Company January 2008 - March 2011
Eli Lilly and Company 2005 - 2008
Eli Lilly and Company 2003 - 2005
Eli Lilly and Company 1998 - 2003
Eli Lilly and Company 1998 - 2003
Skills
ITIL, Vendor Management, IT Service Management, SharePoint, Disaster Recovery, Unix, Web Development, SDLC, IT Strategy, Change Control, Business Analysis, Process Improvement, VMware, Enterprise Architecture, IT Management, Solaris, Cisco Technologies, Project Portfolio..., Six Sigma, Data Center, Business Intelligence, Program Management, IT Infrastructure Design, Firewalls, PMP, Integration, Visio, Software Documentation, Testing, Information Technology, Requirements Analysis, IT Operations, Infrastructure, Security, Servers, Virtualization, Solution Architecture, Windows Server, Resource Management, System Administration, Systems Analysis
Education
Purdue University 1990 — 1995
Bachelor's degree, Computer Science
Munster High School 1986 — 1990
Benjamin C. Chappell's OneAmerica Financial Partners Inc. Experience January 2001 - November 2005
Job Marketer | Management Analyst | Business Strategist | Project Manager | Presenter and Trainer
Industry Marketing and Advertising
Experience
Telamon January 2014 - Present
The Capital Group Companies, Inc. November 2005 - June 2011
OneAmerica Financial Partners, Inc. January 2001 - November 2005
OneAmerica Financial Partners Inc. October 1999 - January 2001
Southwest Airlines May 1997 - August 1997
Skills
Process Improvement, Strategy, Project Management, Team Building, Management, Business Process, Entrepreneurship, Business Analysis, Strategic Planning, Leadership, Marketing Strategy, Team Leadership, Training Delivery, Marketing, Training, Data Analysis, Analytics, Microsoft Excel, Relationship Management, Business Planning, Microsoft Office, Web Design, Data Mining, Project Planning, Problem Solving, Business Writing, Report Writing, Presentation Development, Written & Oral..., Persuasive Presentations, Peer Mentoring, Leading Meetings, Conflict Resolution, Lean Thinking, Cross-functional Team..., Analysis, Program Management, Visio, Leadership Development, Coaching, Public Speaking, Management Consulting, Time Management, Efficiency Optimization, Outstanding..., Fast Learner, Interviewing Skills, Staff Supervision
Education
Butler University - College of Business Administration
Master of Business Administration, Marketing Concentration
Purdue University - Krannert School of Management
Bachelor of Science, Management, Marketing and International Business Minors
Purdue University
Associate's degree, Aviation Administration Technology, With Distinction
Telamon January 2014 - Present
The Capital Group Companies, Inc. November 2005 - June 2011
OneAmerica Financial Partners, Inc. January 2001 - November 2005
OneAmerica Financial Partners Inc. October 1999 - January 2001
Southwest Airlines May 1997 - August 1997
Skills
Process Improvement, Strategy, Project Management, Team Building, Management, Business Process, Entrepreneurship, Business Analysis, Strategic Planning, Leadership, Marketing Strategy, Team Leadership, Training Delivery, Marketing, Training, Data Analysis, Analytics, Microsoft Excel, Relationship Management, Business Planning, Microsoft Office, Web Design, Data Mining, Project Planning, Problem Solving, Business Writing, Report Writing, Presentation Development, Written & Oral..., Persuasive Presentations, Peer Mentoring, Leading Meetings, Conflict Resolution, Lean Thinking, Cross-functional Team..., Analysis, Program Management, Visio, Leadership Development, Coaching, Public Speaking, Management Consulting, Time Management, Efficiency Optimization, Outstanding..., Fast Learner, Interviewing Skills, Staff Supervision
Education
Butler University - College of Business Administration
Master of Business Administration, Marketing Concentration
Purdue University - Krannert School of Management
Bachelor of Science, Management, Marketing and International Business Minors
Purdue University
Associate's degree, Aviation Administration Technology, With Distinction
Joe Jansen Joe Jansen's OneAmerica Financial Partners Inc. Experience May 2013 - Present
Job Sr, Regional Sales Manager at OneAmerica Employee Benefits
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. May 2013 - Present
Dearborn National October 2005 - May 2013
Assurant Employee Benefits March 1993 - September 2005
Skills
Sales Management, New Business Development, Account Management, Sales Operations, Sales, Building Relationships, Business Planning, Sales Process, Health Savings Accounts, Term Life Insurance, Insurance
Education
Southern Methodist University 1994 — 1997
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Notre Dame 1985 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance
OneAmerica Financial Partners Inc. May 2013 - Present
Dearborn National October 2005 - May 2013
Assurant Employee Benefits March 1993 - September 2005
Skills
Sales Management, New Business Development, Account Management, Sales Operations, Sales, Building Relationships, Business Planning, Sales Process, Health Savings Accounts, Term Life Insurance, Insurance
Education
Southern Methodist University 1994 — 1997
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
University of Notre Dame 1985 — 1989
Bachelor of Business Administration (BBA), Accounting and Finance
Scott Basham MBA, QKA's OneAmerica Financial Partners Inc. Experience July 2004 - May 2013
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
Kori Kirkham's OneAmerica Financial Partners Inc. Experience May 2015 - Present
Job Talent Acquisition Partner at OneAmerica Financial Partners Inc.
Industry Human Resources
Experience
OneAmerica Financial Partners Inc. May 2015 - Present
Community Health Network May 2012 - May 2015
Skills
Human Resources, Employee Relations, Public Speaking, PowerPoint, Customer Service, Microsoft Word, Social Media, Microsoft Excel, Recruiting, Teamwork, Employee Benefits
Education
University of Indianapolis 2011 — 2015
Bachelor of Science (B.S.), Human Resources Management, Minor: Information Systems
Triton Central High School 2007 — 2011
OneAmerica Financial Partners Inc. May 2015 - Present
Community Health Network May 2012 - May 2015
Skills
Human Resources, Employee Relations, Public Speaking, PowerPoint, Customer Service, Microsoft Word, Social Media, Microsoft Excel, Recruiting, Teamwork, Employee Benefits
Education
University of Indianapolis 2011 — 2015
Bachelor of Science (B.S.), Human Resources Management, Minor: Information Systems
Triton Central High School 2007 — 2011
Tatiana Yacho Tatiana Yacho's OneAmerica Financial Partners Inc. Experience November 2014 - Present
Job Defined Benefits Analyst Senior
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. November 2014 - Present
Lynchval Systems Worldwide Inc March 2012 - October 2014
Mercer July 2009 - February 2012
Rudd and Wisdom Inc June 2008 - December 2008
Irving Indep. School District September 2005 - January 2006
Skills
MS Office Suite, SQL, Pension Administration, Actuarial Science, Employee Benefits, Pensions, Analysis, Retirement, Process Improvement, Testing, Defined Benefit, Benefits Administration, Microsoft Excel, Data Analysis, Microsoft Word, Statistics, Risk Management
Education
The University of Texas at Austin 2006 — 2008
BS, Mathematics with concentration in Actuarial Science
North Lake College 2004 — 2006
Mathematics
OneAmerica Financial Partners Inc. November 2014 - Present
Lynchval Systems Worldwide Inc March 2012 - October 2014
Mercer July 2009 - February 2012
Rudd and Wisdom Inc June 2008 - December 2008
Irving Indep. School District September 2005 - January 2006
Skills
MS Office Suite, SQL, Pension Administration, Actuarial Science, Employee Benefits, Pensions, Analysis, Retirement, Process Improvement, Testing, Defined Benefit, Benefits Administration, Microsoft Excel, Data Analysis, Microsoft Word, Statistics, Risk Management
Education
The University of Texas at Austin 2006 — 2008
BS, Mathematics with concentration in Actuarial Science
North Lake College 2004 — 2006
Mathematics
Scott Roenigk Scott Roenigk's OneAmerica Financial Partners Inc. Experience July 2014 - Present
Job Making new friends at work and in the community.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. July 2014 - Present
Roenigk Family Foundation September 2003 - July 2014
Lincoln Financial Group March 2012 - March 2014
Kohl's Department Stores November 2011 - January 2012
Elder-Beerman March 2011 - May 2011
Boyce & Associates, Inc. January 2010 - June 2010
RSM McGladrey, Inc. January 2006 - April 2009
Union Central June 2003 - October 2005
Paycor May 2001 - July 2003
US Bank June 2000 - May 2001
Skills
Loan Origination, Customer Service, Insurance, Accounting, Administration, Series 6, Pensions, Defined Contribution, Qualified Retirement..., 401k, Account Reconciliation, FINRA, 403 b, Nonprofits, Retirement
Education
University of Illinois at Chicago 1978 — 1989
Bachelor's, Finance
OneAmerica Financial Partners Inc. July 2014 - Present
Roenigk Family Foundation September 2003 - July 2014
Lincoln Financial Group March 2012 - March 2014
Kohl's Department Stores November 2011 - January 2012
Elder-Beerman March 2011 - May 2011
Boyce & Associates, Inc. January 2010 - June 2010
RSM McGladrey, Inc. January 2006 - April 2009
Union Central June 2003 - October 2005
Paycor May 2001 - July 2003
US Bank June 2000 - May 2001
Skills
Loan Origination, Customer Service, Insurance, Accounting, Administration, Series 6, Pensions, Defined Contribution, Qualified Retirement..., 401k, Account Reconciliation, FINRA, 403 b, Nonprofits, Retirement
Education
University of Illinois at Chicago 1978 — 1989
Bachelor's, Finance
Brian Bierut Brian Bierut's OneAmerica Financial Partners Inc. Experience February 2015 - Present
Job Internal Sales, Business Development at OneAmerica Financial Partners Inc.
Industry Insurance
Experience
OneAmerica Financial Partners Inc. February 2015 - Present
Wells Fargo Advisors August 2013 - January 2015
Wells Fargo Advisors March 2009 - July 2013
Wells Fargo Advisors September 2000 - February 2009
The Hartford November 1998 - August 2000
Skills
Financial Advisory, Fixed Annuities, Investments, Management, Mutual Funds, Retirement, Retirement Planning, Sales, Series 63, Series 7, Training, Wealth Management, Insurance, Financial Services
Education
The University of Connecticut 1995 — 1998
Bachelor of Science (BS), Agriculture and Natural Resources
OneAmerica Financial Partners Inc. February 2015 - Present
Wells Fargo Advisors August 2013 - January 2015
Wells Fargo Advisors March 2009 - July 2013
Wells Fargo Advisors September 2000 - February 2009
The Hartford November 1998 - August 2000
Skills
Financial Advisory, Fixed Annuities, Investments, Management, Mutual Funds, Retirement, Retirement Planning, Sales, Series 63, Series 7, Training, Wealth Management, Insurance, Financial Services
Education
The University of Connecticut 1995 — 1998
Bachelor of Science (BS), Agriculture and Natural Resources
Jonathan Bernstein, GDBS Jonathan Bernstein, GDBS's OneAmerica Financial Partners Inc. Experience October 2006 - July 2015
Job Group Insurance Account Manager
Industry Insurance
Experience
Babb, Inc. July 2015 - Present
OneAmerica Financial Partners Inc. October 2006 - July 2015
Avalon Borough January 2010 - December 2013
Core Design January 2004 - December 2011
Unison Administrative Services, Llc October 2005 - October 2006
Jenny Lee Bakery June 2001 - October 2005
Skills
Project Management, Business Relationship..., Relationship Marketing, Business Planning, Corporate Branding, Insurance, Sales, Marketing, Advertising, Business Development, Strategy, Leadership, Social Media, Corporate Communications, Social Networking, Lead Generation, Event Management, Public Relations, New Business Development, Management, Web Design, Sales Management
Education
Pennsylvania State University-Erie Campus 1998 — 2002
BA, Marketing & Mass Media Studies
Babb, Inc. July 2015 - Present
OneAmerica Financial Partners Inc. October 2006 - July 2015
Avalon Borough January 2010 - December 2013
Core Design January 2004 - December 2011
Unison Administrative Services, Llc October 2005 - October 2006
Jenny Lee Bakery June 2001 - October 2005
Skills
Project Management, Business Relationship..., Relationship Marketing, Business Planning, Corporate Branding, Insurance, Sales, Marketing, Advertising, Business Development, Strategy, Leadership, Social Media, Corporate Communications, Social Networking, Lead Generation, Event Management, Public Relations, New Business Development, Management, Web Design, Sales Management
Education
Pennsylvania State University-Erie Campus 1998 — 2002
BA, Marketing & Mass Media Studies
William Reilly's OneAmerica Financial Partners Inc. Experience June 2013 - September 2014
Job Quantitative Analyst at ACES – excellence in energy
Industry Insurance
Experience
ACES – excellence in energy September 2014 - Present
Persnickety Foods November 2013 - Present
OneAmerica Financial Partners Inc. June 2013 - September 2014
Vincennes Upward Bound May 2011 - December 2013
OneAmerica Financial Partners Inc. January 2011 - June 2013
Milliman September 2010 - October 2010
Global Vision International June 2009 - September 2009
Sony DADC June 2008 - August 2008
Rose-Hulman Institute of Technology June 2007 - August 2007
Skills
Actuarial Science, Matlab, Statistics, Data Analysis, Risk Management, Microsoft Excel, VBA, Mathematics, Programming, Visual Basic, Java, PowerPoint, Analysis, Valuation, Prophet, Actuaries, Insurance, ASA, Microsoft Office, Excel, Problem Solving, Windows, Word, Modeling, Financial Modeling, Teamwork, Outlook, Actuarial, ProVal, Financial Analysis, Enterprise Risk..., Ruby on Rails, HTML, CSS3
Education
Rose-Hulman Institute of Technology 2006 — 2010
Bachelors of Science, Mathematics, Optical Engineering, Econmics
North Central High School 2002 — 2006
International Baccalaureate
ACES – excellence in energy September 2014 - Present
Persnickety Foods November 2013 - Present
OneAmerica Financial Partners Inc. June 2013 - September 2014
Vincennes Upward Bound May 2011 - December 2013
OneAmerica Financial Partners Inc. January 2011 - June 2013
Milliman September 2010 - October 2010
Global Vision International June 2009 - September 2009
Sony DADC June 2008 - August 2008
Rose-Hulman Institute of Technology June 2007 - August 2007
Skills
Actuarial Science, Matlab, Statistics, Data Analysis, Risk Management, Microsoft Excel, VBA, Mathematics, Programming, Visual Basic, Java, PowerPoint, Analysis, Valuation, Prophet, Actuaries, Insurance, ASA, Microsoft Office, Excel, Problem Solving, Windows, Word, Modeling, Financial Modeling, Teamwork, Outlook, Actuarial, ProVal, Financial Analysis, Enterprise Risk..., Ruby on Rails, HTML, CSS3
Education
Rose-Hulman Institute of Technology 2006 — 2010
Bachelors of Science, Mathematics, Optical Engineering, Econmics
North Central High School 2002 — 2006
International Baccalaureate
Bradley Wells's OneAmerica Financial Partners Inc. Experience March 2015 - Present
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
Debra Savage Debra Savage's OneAmerica Financial Partners Inc. Experience September 2012 - October 2014
Job Sr. Sales Support Specialist/Office Manager
Industry Financial Services
Experience
Harvard Medical School 1988 - Present
OneAmerica Financial Partners Inc. September 2012 - October 2014
Baystate Financial Services July 2011 - September 2012
MetLife May 2006 - January 2011
Skirt Magazine 2009 - 2009
The Purple Peacock April 2000 - December 2006
Skills
Notary Public, Ergonomic Training, Real Estate Sales, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Insurance, Public Speaking, Marketing, Social Media, New Business Development, Strategic Planning, Leadership, Event Planning, Sales, Research, Social Networking, Training, Management
Education
Curry College
Bachelor of Arts (B.A.), Elementary Education and Teaching
Stonehill College
Business/Managerial Economics
Harvard Medical School 1988 - Present
OneAmerica Financial Partners Inc. September 2012 - October 2014
Baystate Financial Services July 2011 - September 2012
MetLife May 2006 - January 2011
Skirt Magazine 2009 - 2009
The Purple Peacock April 2000 - December 2006
Skills
Notary Public, Ergonomic Training, Real Estate Sales, Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Insurance, Public Speaking, Marketing, Social Media, New Business Development, Strategic Planning, Leadership, Event Planning, Sales, Research, Social Networking, Training, Management
Education
Curry College
Bachelor of Arts (B.A.), Elementary Education and Teaching
Stonehill College
Business/Managerial Economics
Jordan Fields's OneAmerica Financial Partners Inc. Experience April 2015 - Present
Job Internal Wholesaler at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. April 2015 - Present
OneAmerica Financial Partners Inc. July 2014 - April 2015
DICK'S Sporting Goods August 2012 - March 2015
Chase October 2013 - July 2014
Old National Bank March 2012 - October 2013
WestPoint Financial Group June 2011 - March 2012
Brownsburg Community School Corporation August 2008 - June 2011
Skills
Insurance, Coaching, Strategic Financial..., Analysis, Retirement Planning, Public Speaking, Time Management, Microsoft Office, Higher Education, Securities, Finance, Staff Development, Sales
Education
Purdue University 2003 — 2008
B.S., Mathematics Education
Delta High School 1999 — 2003
OneAmerica Financial Partners Inc. April 2015 - Present
OneAmerica Financial Partners Inc. July 2014 - April 2015
DICK'S Sporting Goods August 2012 - March 2015
Chase October 2013 - July 2014
Old National Bank March 2012 - October 2013
WestPoint Financial Group June 2011 - March 2012
Brownsburg Community School Corporation August 2008 - June 2011
Skills
Insurance, Coaching, Strategic Financial..., Analysis, Retirement Planning, Public Speaking, Time Management, Microsoft Office, Higher Education, Securities, Finance, Staff Development, Sales
Education
Purdue University 2003 — 2008
B.S., Mathematics Education
Delta High School 1999 — 2003
Evan Gray Evan Gray's OneAmerica Financial Partners Inc. Experience February 2014 - Present
Job at OneAmerica
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. February 2014 - Present
MassMutual September 2001 - February 2014
Putnam Investments 1993 - 2001
Education
Westfield State University 1985 — 1989
Northeastern University 1984 — 1985
OneAmerica Financial Partners Inc. February 2014 - Present
MassMutual September 2001 - February 2014
Putnam Investments 1993 - 2001
Education
Westfield State University 1985 — 1989
Northeastern University 1984 — 1985
Dan Fritts FIC CFFM Dan Fritts FIC CFFM's OneAmerica Financial Partners Inc. Experience January 2012 - Present
Job Associate General Agent at Associate General Agent, Priority Financial Group, with the insurance companies of OneAmerica
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. January 2012 - Present
Modern Woodmen of America February 2007 - December 2011
Skills
Fixed Annuities, Retirement Planning, 401k, Life Insurance, Retirement, IRAs, Term Life Insurance, Long-term Care, Disability Insurance, Long Term Care Insurance, Insurance, Whole Life, Health Insurance, Employee Benefits, Mutual Funds, Investments, Series 6, Series 63, Financial Planners, Financial Services, Roth IRA, Universal Life
Education
Mountain Empire Community College 1977 — 1979
Associate's degree, Business Administration and Management, General
Meadowdale HS 1973 — 1974
General Studies
OneAmerica Financial Partners Inc. January 2012 - Present
Modern Woodmen of America February 2007 - December 2011
Skills
Fixed Annuities, Retirement Planning, 401k, Life Insurance, Retirement, IRAs, Term Life Insurance, Long-term Care, Disability Insurance, Long Term Care Insurance, Insurance, Whole Life, Health Insurance, Employee Benefits, Mutual Funds, Investments, Series 6, Series 63, Financial Planners, Financial Services, Roth IRA, Universal Life
Education
Mountain Empire Community College 1977 — 1979
Associate's degree, Business Administration and Management, General
Meadowdale HS 1973 — 1974
General Studies
Keith A. Guertin's OneAmerica Financial Partners Inc. Experience October 2009 - January 2013
Job Financial Advisor at Bukaty Companies Financial Services
Industry Financial Services
Experience
Bukaty Companies Financial Services April 2015 - Present
Cornerstone Financial Advisors, LLC/J.P. Turner & Co. January 2012 - March 2015
OneAmerica Financial Partners Inc. October 2009 - January 2013
MassMutual Financial Group October 2008 - October 2009
New England Financial January 2006 - October 2008
Education
University of Kansas 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance/Economics
Bukaty Companies Financial Services April 2015 - Present
Cornerstone Financial Advisors, LLC/J.P. Turner & Co. January 2012 - March 2015
OneAmerica Financial Partners Inc. October 2009 - January 2013
MassMutual Financial Group October 2008 - October 2009
New England Financial January 2006 - October 2008
Education
University of Kansas 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance/Economics
James E. Owens James E. Owens's OneAmerica Financial Partners Inc. Experience December 2013 - Present
Job Client Services Manager at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. December 2013 - Present
Transamerica August 2009 - December 2013
Great West Retirement Service August 2005 - December 2008
Great West Retirement Services July 2002 - August 2005
ING Annuities 1998 - 2000
Skills
Business Relationship..., Retirement Planning, Retirement Plan..., Qualified Retirement..., Relationship Management, Investments, Defined Benefit, Defined Contribution, Non-Qualified Deferred..., 457 Plans, 403 b, Management, Key Account..., Key Account..., Series 63, Series 6, Life & Health Insurance..., CRPC, Asset Allocation, Retirement, IRAs, FINRA, Employee Benefits, Mutual Funds, 401k, Financial Advisory
Education
Port Chester High School
Saint Joseph's University
B.S.
OneAmerica Financial Partners Inc. December 2013 - Present
Transamerica August 2009 - December 2013
Great West Retirement Service August 2005 - December 2008
Great West Retirement Services July 2002 - August 2005
ING Annuities 1998 - 2000
Skills
Business Relationship..., Retirement Planning, Retirement Plan..., Qualified Retirement..., Relationship Management, Investments, Defined Benefit, Defined Contribution, Non-Qualified Deferred..., 457 Plans, 403 b, Management, Key Account..., Key Account..., Series 63, Series 6, Life & Health Insurance..., CRPC, Asset Allocation, Retirement, IRAs, FINRA, Employee Benefits, Mutual Funds, 401k, Financial Advisory
Education
Port Chester High School
Saint Joseph's University
B.S.
Kelley Gay's OneAmerica Financial Partners Inc. Experience May 2014 - Present
Job Corporate and Distribution Marketing Leader
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. May 2014 - Present
OneAmerica Financial Partners Inc. March 2013 - Present
OneAmerica Financial Partners Inc. May 2011 - October 2013
MassMutual Financial Group May 2010 - May 2011
MassMutual Financial Group March 2008 - May 2010
Kelley Communications LLC July 2007 - March 2008
MassMutual September 2001 - October 2006
Smith Barney July 2000 - September 2002
Phoenix Life Insurance Company May 1998 - July 2000
Skills
Product Marketing, Segmentation, Selling Skills, Fixed Annuities, Insurance, Financial Services, Retirement, Series 7, Life Insurance, Retirement Planning, Disability Insurance, Leadership, Marketing Strategy, Program Management, Strategy, Training, Marketing, Copywriting, Series 63, Underwriting, College Basketball, Strategic Financial..., Strategic Planning, Mergers & Acquisitions, Series 6, Small Business, Finance, Public Relations
Education
University of Connecticut 1994 — 1998
Bachelors, English
Londonderry High
OneAmerica Financial Partners Inc. May 2014 - Present
OneAmerica Financial Partners Inc. March 2013 - Present
OneAmerica Financial Partners Inc. May 2011 - October 2013
MassMutual Financial Group May 2010 - May 2011
MassMutual Financial Group March 2008 - May 2010
Kelley Communications LLC July 2007 - March 2008
MassMutual September 2001 - October 2006
Smith Barney July 2000 - September 2002
Phoenix Life Insurance Company May 1998 - July 2000
Skills
Product Marketing, Segmentation, Selling Skills, Fixed Annuities, Insurance, Financial Services, Retirement, Series 7, Life Insurance, Retirement Planning, Disability Insurance, Leadership, Marketing Strategy, Program Management, Strategy, Training, Marketing, Copywriting, Series 63, Underwriting, College Basketball, Strategic Financial..., Strategic Planning, Mergers & Acquisitions, Series 6, Small Business, Finance, Public Relations
Education
University of Connecticut 1994 — 1998
Bachelors, English
Londonderry High
Bob Mineo's OneAmerica Financial Partners Inc. Experience August 2013 - November 2014
Job Sales Executive at Dearborn National Insurance
Industry Financial Services
Experience
Dearborn National Insurance November 2014 - Present
OneAmerica Financial Partners Inc. August 2013 - November 2014
Dearborn National April 2006 - August 2013
Unum Provident Insurance Co August 1989 - April 2006
Skills
Sales, Insurance, Salesforce.com, Account Management, Sales Management, Customer Service, Sales Operations, Selling, New Business Development, Marketing, Cold Calling, CRM
Education
University of New Orleans 1974 — 1977
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
DeLa Salle High School 1969 — 1973
College Prep
Dearborn National Insurance November 2014 - Present
OneAmerica Financial Partners Inc. August 2013 - November 2014
Dearborn National April 2006 - August 2013
Unum Provident Insurance Co August 1989 - April 2006
Skills
Sales, Insurance, Salesforce.com, Account Management, Sales Management, Customer Service, Sales Operations, Selling, New Business Development, Marketing, Cold Calling, CRM
Education
University of New Orleans 1974 — 1977
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
DeLa Salle High School 1969 — 1973
College Prep
Patti Boyer's OneAmerica Financial Partners Inc. Experience 1986 - 1995
Job Sr Specialist at Eli Lilly and Company
Industry Pharmaceuticals
Experience
Eli Lilly and Company October 1995 - Present
Eli Lilly and Company October 2000 - August 2008
OneAmerica Financial Partners Inc. 1986 - 1995
Skills
Pharmaceutical Industry, FDA, Product Launch, Medical Devices, Healthcare
Education
Montana State University-Bozeman 1980 — 1982
Business
Albert Einstein High School 1972 — 1975
Eli Lilly and Company October 1995 - Present
Eli Lilly and Company October 2000 - August 2008
OneAmerica Financial Partners Inc. 1986 - 1995
Skills
Pharmaceutical Industry, FDA, Product Launch, Medical Devices, Healthcare
Education
Montana State University-Bozeman 1980 — 1982
Business
Albert Einstein High School 1972 — 1975
Chuck Condrey's OneAmerica Financial Partners Inc. Experience 1981 - Present
Job Supervisor at OneAmerica
Industry Insurance
Experience
OneAmerica March 1981 - Present
American United Life January 1981 - Present
OneAmerica Financial Partners, Inc. 1981 - Present
Education
Ball State University - College of Business 1969 — 1973
BS, Management-Marketing
OneAmerica March 1981 - Present
American United Life January 1981 - Present
OneAmerica Financial Partners, Inc. 1981 - Present
Education
Ball State University - College of Business 1969 — 1973
BS, Management-Marketing
Randy Coburn's OneAmerica Financial Partners Inc. Experience April 2013 - Present
Job Deconversion Consultant at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. April 2013 - Present
OneAmerica Financial Partners Inc. December 2004 - August 2012
OneAmerica Financial Partners Inc. 2000 - 2004
Skills
401k, Retirement, Series 6, Mutual Funds, Series 63, Defined Benefit, Pensions, Investments, 403 b, 457 Plans
Education
Murray State University 1993 — 1996
Bachelor of Science, Finance
University of Kentucky
OneAmerica Financial Partners Inc. April 2013 - Present
OneAmerica Financial Partners Inc. December 2004 - August 2012
OneAmerica Financial Partners Inc. 2000 - 2004
Skills
401k, Retirement, Series 6, Mutual Funds, Series 63, Defined Benefit, Pensions, Investments, 403 b, 457 Plans
Education
Murray State University 1993 — 1996
Bachelor of Science, Finance
University of Kentucky
Christopher Meisner, CFA, CRI Christopher Meisner, CFA, CRI's OneAmerica Financial Partners Inc. Experience August 2014 - Present
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
David Malatestinic David Malatestinic's OneAmerica Financial Partners Inc. Experience March 2014 - Present
Job
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. March 2014 - Present
Education
Roosevelt University 1993 — 1996
MBA, Management Information Systems, General
St. Ambrose University 1986 — 1990
BA, Business Adminstration, Economics
OneAmerica Financial Partners Inc. March 2014 - Present
Education
Roosevelt University 1993 — 1996
MBA, Management Information Systems, General
St. Ambrose University 1986 — 1990
BA, Business Adminstration, Economics
Jacquelyn Spears's OneAmerica Financial Partners Inc. Experience May 2014 - July 2014
Job Actuarial Analyst at Jackson
Industry Insurance
Experience
Jackson June 2015 - Present
Purdue University January 2015 - May 2015
Purdue University September 2014 - April 2015
Purdue University August 2014 - December 2014
Purdue University August 2013 - September 2014
OneAmerica Financial Partners Inc. May 2014 - July 2014
Purdue University August 2013 - July 2014
Lincoln Financial Group May 2013 - August 2013
Keep Indianapolis Beautiful Inc. June 2011 - February 2013
Purdue University August 2012 - December 2012
Skills
Horticulture, Statistics, SAS, Data Analysis, Microsoft Office, PowerPoint, Research, Teamwork, Microsoft Excel, Leadership, Microsoft Word, Public Speaking, Databases, Outlook, Management, Data Entry, Access, Teaching, Event Planning, Java, Actuarial Science, Program Management
Education
Purdue University 2011 — 2015
Bachelor's Degree, Actuarial Science, Applied Statistics, Management, & Classical Studies
Lawrence North High School 2007 — 2011
Academic Honors Core 40 Diploma
Jackson June 2015 - Present
Purdue University January 2015 - May 2015
Purdue University September 2014 - April 2015
Purdue University August 2014 - December 2014
Purdue University August 2013 - September 2014
OneAmerica Financial Partners Inc. May 2014 - July 2014
Purdue University August 2013 - July 2014
Lincoln Financial Group May 2013 - August 2013
Keep Indianapolis Beautiful Inc. June 2011 - February 2013
Purdue University August 2012 - December 2012
Skills
Horticulture, Statistics, SAS, Data Analysis, Microsoft Office, PowerPoint, Research, Teamwork, Microsoft Excel, Leadership, Microsoft Word, Public Speaking, Databases, Outlook, Management, Data Entry, Access, Teaching, Event Planning, Java, Actuarial Science, Program Management
Education
Purdue University 2011 — 2015
Bachelor's Degree, Actuarial Science, Applied Statistics, Management, & Classical Studies
Lawrence North High School 2007 — 2011
Academic Honors Core 40 Diploma
Brady Oring, CPA, CGMA's OneAmerica Financial Partners Inc. Experience 2011 - 2013
Job Senior Revenue Accountant at Salesforce Marketing Cloud
Industry Accounting
Experience
Salesforce Marketing Cloud February 2015 - Present
Veolia North America June 2013 - January 2015
OneAmerica Financial Partners Inc. 2011 - 2013
Sikich May 2010 - August 2011
Mark Williams CPA January 2010 - May 2010
Olivet Nazarene University August 2006 - May 2010
Skills
Financial Analysis, Accounting, Finance, GAAP, Data Analysis, Customer Service, Customer Relations, Tax Preparation, Microsoft Office, Adobe Acrobat, Statistics, Cash Flow, Life Insurance, Investments, TeamMate, IDEA Data Analysis..., Peoplesoft, PeopleSoft, Financial Statements, Auditing, Internal Controls
Education
Olivet Nazarene University 2006 — 2010
Bachelor of Science, Double, Accounting and Economics/Finance
Eaton Rapids High School 2002 — 2006
High School Diploma
Salesforce Marketing Cloud February 2015 - Present
Veolia North America June 2013 - January 2015
OneAmerica Financial Partners Inc. 2011 - 2013
Sikich May 2010 - August 2011
Mark Williams CPA January 2010 - May 2010
Olivet Nazarene University August 2006 - May 2010
Skills
Financial Analysis, Accounting, Finance, GAAP, Data Analysis, Customer Service, Customer Relations, Tax Preparation, Microsoft Office, Adobe Acrobat, Statistics, Cash Flow, Life Insurance, Investments, TeamMate, IDEA Data Analysis..., Peoplesoft, PeopleSoft, Financial Statements, Auditing, Internal Controls
Education
Olivet Nazarene University 2006 — 2010
Bachelor of Science, Double, Accounting and Economics/Finance
Eaton Rapids High School 2002 — 2006
High School Diploma
Anthony (Tony) Leonard's OneAmerica Financial Partners Inc. Experience August 2013 - Present
Job Regional Sales Director at OneAmerica Financial Partners Inc.
Industry Investment Management
Experience
OneAmerica Financial Partners Inc. August 2013 - Present
GLOBALT Investments January 2012 - August 2013
Greater Charlotte Chief Financial Officers Forum July 2010 - January 2012
BDO February 2008 - July 2010
The Standard January 2007 - February 2008
MFS Investment Management September 2003 - December 2006
NYLIM 1999 - 2003
SEI Investments 1993 - 1997
Skills
Wealth Management, Investment Banking, Product Marketing, Strategy, Product Development, Sales Management, Private Equity, Equities, Management Consulting, Budgets, Hedge Funds, Portfolio Management, Financial Risk, New Business Development, Financial Services, Marketing Strategy, Alternative Investments, Leadership, Management, Retirement Planning, Due Diligence, Asset Allocation, 401k, ETFs, Business Development, Investments, Investment Strategies, Leadership Development, Fixed Income, Mergers & Acquisitions, Asset Management, Mutual Funds, Series 7, Strategic Financial..., Investment Advisory, Series 63, Securities, Finance, Financial Analysis, Investment Management, Financial Advisory, Relationship Management, Insurance, Valuation, Financial Modeling, Pensions, Financial Planning
Education
University of Notre Dame 1981 — 1986
Bachelor's degree, Economics
OneAmerica Financial Partners Inc. August 2013 - Present
GLOBALT Investments January 2012 - August 2013
Greater Charlotte Chief Financial Officers Forum July 2010 - January 2012
BDO February 2008 - July 2010
The Standard January 2007 - February 2008
MFS Investment Management September 2003 - December 2006
NYLIM 1999 - 2003
SEI Investments 1993 - 1997
Skills
Wealth Management, Investment Banking, Product Marketing, Strategy, Product Development, Sales Management, Private Equity, Equities, Management Consulting, Budgets, Hedge Funds, Portfolio Management, Financial Risk, New Business Development, Financial Services, Marketing Strategy, Alternative Investments, Leadership, Management, Retirement Planning, Due Diligence, Asset Allocation, 401k, ETFs, Business Development, Investments, Investment Strategies, Leadership Development, Fixed Income, Mergers & Acquisitions, Asset Management, Mutual Funds, Series 7, Strategic Financial..., Investment Advisory, Series 63, Securities, Finance, Financial Analysis, Investment Management, Financial Advisory, Relationship Management, Insurance, Valuation, Financial Modeling, Pensions, Financial Planning
Education
University of Notre Dame 1981 — 1986
Bachelor's degree, Economics
Kyle Wittgren's OneAmerica Financial Partners Inc. Experience March 2013 - June 2015
Job AeroTurbine
Industry Aviation & Aerospace
Experience
AeroTurbine, Inc. June 2015 - Present
Vogel Business Group January 2015 - Present
OneAmerica Financial Partners Inc. March 2013 - June 2015
Skills
Marketing, Public Speaking, Microsoft Office, Team Building, Outlook, Entrepreneurship, Customer Service, Microsoft Excel, Microsoft Word, Social Media, Social Media Marketing, Facebook, Event Management, Fundraising, Sales, Event Planning, Social Networking, Time Management, Data Analysis
Education
Purdue University 2008 — 2012
Bachelor of Science, Movement and Sport Sciences
AeroTurbine, Inc. June 2015 - Present
Vogel Business Group January 2015 - Present
OneAmerica Financial Partners Inc. March 2013 - June 2015
Skills
Marketing, Public Speaking, Microsoft Office, Team Building, Outlook, Entrepreneurship, Customer Service, Microsoft Excel, Microsoft Word, Social Media, Social Media Marketing, Facebook, Event Management, Fundraising, Sales, Event Planning, Social Networking, Time Management, Data Analysis
Education
Purdue University 2008 — 2012
Bachelor of Science, Movement and Sport Sciences
Ambret Robinson's OneAmerica Financial Partners Inc. Experience 2011 - 2012
Job Information Technology / Data Management / Project Management
Industry Pharmaceuticals
Experience
Child Advocates, Inc. 2008 - Present
OneAmerica Financial Partners Inc. 2011 - 2012
Eli Lilly and Company 1998 - 2010
Skills
Data Management, Project Management, Business Analysis, Master Data Management, Business Intelligence, Data Analysis, SDLC, Pharmaceutical Industry, Cross-functional Team..., Process Improvement, Data Warehousing, Change Management, Requirements Analysis, Management, Vendor Management, Systems Analysis, Data Architecture, Data Modeling, Database Administration
Education
University of Indianapolis
Bachelor of Science, Management Information Systems
Child Advocates, Inc. 2008 - Present
OneAmerica Financial Partners Inc. 2011 - 2012
Eli Lilly and Company 1998 - 2010
Skills
Data Management, Project Management, Business Analysis, Master Data Management, Business Intelligence, Data Analysis, SDLC, Pharmaceutical Industry, Cross-functional Team..., Process Improvement, Data Warehousing, Change Management, Requirements Analysis, Management, Vendor Management, Systems Analysis, Data Architecture, Data Modeling, Database Administration
Education
University of Indianapolis
Bachelor of Science, Management Information Systems
Blaine Reber, MBA Blaine Reber, MBA's OneAmerica Financial Partners Inc. Experience June 2014 - Present
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 Financial Partners Inc. Experience June 2004 - June 2011
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
Nicolas E. Lance Nicolas E. Lance's OneAmerica Financial Partners Inc. Experience September 2013 - Present
Job CLevel Global Insurance Executive Strategy | Transformation | M&A Integration | Big Data & Analytics
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. September 2013 - Present
MetLife April 2010 - August 2013
AXA Equitable July 2007 - January 2009
AXA Group February 2005 - June 2007
AXA Advisors July 2001 - January 2005
AXA Equitable May 1999 - July 2001
AXA Advisors August 1997 - March 1999
Skills
Marketing, Corporate Real Estate, Risk Management, P&L Management, Strategic Planning, Corporate Communications, Project Management, Mergers, Mergers & Acquisitions, Financial Services, Strategy, Management, Project Planning, Strategic Partnerships, Cross-functional Team..., Leadership, Integration, Business Planning, Start-ups, Vendor Management, Insurance, Business Transformation
Education
The George Washington University
University of Pennsylvania - The Wharton School
University of Rhode Island - College of Arts & Sciences
OneAmerica Financial Partners Inc. September 2013 - Present
MetLife April 2010 - August 2013
AXA Equitable July 2007 - January 2009
AXA Group February 2005 - June 2007
AXA Advisors July 2001 - January 2005
AXA Equitable May 1999 - July 2001
AXA Advisors August 1997 - March 1999
Skills
Marketing, Corporate Real Estate, Risk Management, P&L Management, Strategic Planning, Corporate Communications, Project Management, Mergers, Mergers & Acquisitions, Financial Services, Strategy, Management, Project Planning, Strategic Partnerships, Cross-functional Team..., Leadership, Integration, Business Planning, Start-ups, Vendor Management, Insurance, Business Transformation
Education
The George Washington University
University of Pennsylvania - The Wharton School
University of Rhode Island - College of Arts & Sciences
Jill Wangler Jill Wangler's OneAmerica Financial Partners Inc. Experience February 2013 - Present
Job Focused, Creative, Analytical, and Accountable Marketer
Industry Marketing and Advertising
Experience
OneAmerica Financial Partners Inc. February 2013 - Present
Fineline Printing Group January 2010 - February 2013
Central Indiana MS Dynamics CRM User Group March 2011 - October 2011
Indigo BioSystems October 2009 - January 2010
Fineline Printing Group September 2009 - January 2010
The Strategy Forums July 2009 - January 2010
G & S Research, Inc. December 2000 - June 2009
NaviGRANT, G & S Discovery 2005 - 2007
Segno Communications July 1993 - October 2000
Skills
Corporate Identity, Web Analytics, Positioning, Business Writing, Strategic Planning, PPC, Graphics, Direct Mail, Direct Marketing, Email Marketing, Marketing Research, Marketing Strategy, Cross Channel Marketing, Point-of-purchase..., Variable Data Printing, Company Presentations, Proposal Writing, Capability Development, Marketing Budget..., search engine..., Social Media Marketing, Supplier Diversity, Corporate Communications, Corporate Standards, Brand Management, Brand Development..., Communication Training, Training, SEO, Social Media, B2B Marketing, Website Development, Leadership, Sales, Marketing Automation, Brand Development, Marketing Communications, Marketing, CRM, B2B, Market Planning, Management, Integrated Marketing, Product Launch, Product Development, Lead Generation, Content Marketing, Corporate Branding, Multi-channel Marketing, Strategy
Education
University of Illinois at Urbana-Champaign 1988 — 1993
MS Communications, Advertising, focus on Marketing
OneAmerica Financial Partners Inc. February 2013 - Present
Fineline Printing Group January 2010 - February 2013
Central Indiana MS Dynamics CRM User Group March 2011 - October 2011
Indigo BioSystems October 2009 - January 2010
Fineline Printing Group September 2009 - January 2010
The Strategy Forums July 2009 - January 2010
G & S Research, Inc. December 2000 - June 2009
NaviGRANT, G & S Discovery 2005 - 2007
Segno Communications July 1993 - October 2000
Skills
Corporate Identity, Web Analytics, Positioning, Business Writing, Strategic Planning, PPC, Graphics, Direct Mail, Direct Marketing, Email Marketing, Marketing Research, Marketing Strategy, Cross Channel Marketing, Point-of-purchase..., Variable Data Printing, Company Presentations, Proposal Writing, Capability Development, Marketing Budget..., search engine..., Social Media Marketing, Supplier Diversity, Corporate Communications, Corporate Standards, Brand Management, Brand Development..., Communication Training, Training, SEO, Social Media, B2B Marketing, Website Development, Leadership, Sales, Marketing Automation, Brand Development, Marketing Communications, Marketing, CRM, B2B, Market Planning, Management, Integrated Marketing, Product Launch, Product Development, Lead Generation, Content Marketing, Corporate Branding, Multi-channel Marketing, Strategy
Education
University of Illinois at Urbana-Champaign 1988 — 1993
MS Communications, Advertising, focus on Marketing
David Pauley's OneAmerica Financial Partners Inc. Experience March 2013 - Present
Job Vice President, Operational Excellence at OneAmerica Financial Partners, Inc.
Industry Insurance
Experience
OneAmerica Financial Partners, Inc. March 2013 - Present
ThoughtBurst, Inc. June 2011 - Present
OneAmerica Financial Partners, Inc. April 2012 - February 2013
Accretive Health August 2011 - March 2012
Retired April 2009 - August 2011
IBM Global Business Services October 2002 - April 2009
PricewaterhouseCoopers July 1997 - October 2002
Price Waterhouse October 1986 - June 1997
Booz Allen Hamilton September 1983 - September 1986
U.S. Environmental Protection Agency 1983 - 1983
Skills
Business Development, Business Planning, Business Strategy, Practice Management, Talent Development, Program Management, Business Process..., Software Project..., Business Process..., Complex Project..., Global Delivery, HR Strategy, IT Strategy, Call Center Development, Call Center Management, Merger Integration, Operations Management, PeopleSoft HCM, SAP HR, Business Objects, Customer Relationship..., Genesys, PeopleSoft Financials, SeeBeyond, Application Management..., PeopleSoft, Acquisition Integration, CRM, Talent Management, Process Improvement, Leadership, Management, Strategy, Change Management, Personnel Management, Business Process, Software Documentation, Consulting, Management Consulting, Telecommunications, Business Transformation, ERP, Cross-functional Team..., Executive Management, Requirements Analysis, Project Management, Human Resources, Analysis, Strategic Planning, Organizational Design
Education
Indiana University Bloomington 1978 — 1982
BA
Lebanon High School
OneAmerica Financial Partners, Inc. March 2013 - Present
ThoughtBurst, Inc. June 2011 - Present
OneAmerica Financial Partners, Inc. April 2012 - February 2013
Accretive Health August 2011 - March 2012
Retired April 2009 - August 2011
IBM Global Business Services October 2002 - April 2009
PricewaterhouseCoopers July 1997 - October 2002
Price Waterhouse October 1986 - June 1997
Booz Allen Hamilton September 1983 - September 1986
U.S. Environmental Protection Agency 1983 - 1983
Skills
Business Development, Business Planning, Business Strategy, Practice Management, Talent Development, Program Management, Business Process..., Software Project..., Business Process..., Complex Project..., Global Delivery, HR Strategy, IT Strategy, Call Center Development, Call Center Management, Merger Integration, Operations Management, PeopleSoft HCM, SAP HR, Business Objects, Customer Relationship..., Genesys, PeopleSoft Financials, SeeBeyond, Application Management..., PeopleSoft, Acquisition Integration, CRM, Talent Management, Process Improvement, Leadership, Management, Strategy, Change Management, Personnel Management, Business Process, Software Documentation, Consulting, Management Consulting, Telecommunications, Business Transformation, ERP, Cross-functional Team..., Executive Management, Requirements Analysis, Project Management, Human Resources, Analysis, Strategic Planning, Organizational Design
Education
Indiana University Bloomington 1978 — 1982
BA
Lebanon High School
Christy Glesing's OneAmerica Financial Partners Inc. Experience September 2013 - February 2015
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
Randy Reed's OneAmerica Financial Partners Inc. Experience September 2014 - Present
Job Regional Vice President at OneAmerica Financial Partners Inc.
Industry Banking
Experience
OneAmerica Financial Partners Inc. September 2014 - Present
City National Bank January 1999 - August 2014
North American Trust Company 1983 - 1998
Skills
Wealth Management, 401k, Banking, Asset Management, Mutual Funds, Asset Managment, Treasury Management, Private Banking, Retirement Planning, Employee Benefits, Commercial Lending, Trust Services, Small Business Lending, Wealth Management..., Retirement, High Net Worth..., Asset Allocation, Investments, Commercial Banking, Investment Management, Financial Services, Relationship Management
Education
San Diego State University-California State University 1986 — 1990
BA, Political Science
OneAmerica Financial Partners Inc. September 2014 - Present
City National Bank January 1999 - August 2014
North American Trust Company 1983 - 1998
Skills
Wealth Management, 401k, Banking, Asset Management, Mutual Funds, Asset Managment, Treasury Management, Private Banking, Retirement Planning, Employee Benefits, Commercial Lending, Trust Services, Small Business Lending, Wealth Management..., Retirement, High Net Worth..., Asset Allocation, Investments, Commercial Banking, Investment Management, Financial Services, Relationship Management
Education
San Diego State University-California State University 1986 — 1990
BA, Political Science
Mikka Mabius's OneAmerica Financial Partners Inc. Experience 2006 - 2011
Job Human Resources Business Partner at Indiana University School of Medicine
Industry Medical Devices
Experience
Indiana University School of Medicine August 2015 - Present
Paragon Medical April 2011 - July 2015
OneAmerica Financial Partners Inc. 2006 - 2011
IvyTech July 2005 - July 2006
CNO Financial Group 1999 - 2005
Providyn 1998 - 1999
GRE Insurance Group, First Indiana Bank & Bank One 1990 - 1998
Skills
Talent Acquisition, Team Building, Succession Planning, Personnel Management, Leadership, Technical Recruiting, Change Management, Leadership Development, Training, Performance Management, Employee Relations, Human Resources, Employee Benefits, Process Improvement, Organizational..., Talent Management, Coaching, Recruiting, Employee Training, Interviews, Strategic Planning, Onboarding, Employee Engagement
Education
Purdue University Calumet
Industrial and Organizational Psychology
Indiana University School of Medicine August 2015 - Present
Paragon Medical April 2011 - July 2015
OneAmerica Financial Partners Inc. 2006 - 2011
IvyTech July 2005 - July 2006
CNO Financial Group 1999 - 2005
Providyn 1998 - 1999
GRE Insurance Group, First Indiana Bank & Bank One 1990 - 1998
Skills
Talent Acquisition, Team Building, Succession Planning, Personnel Management, Leadership, Technical Recruiting, Change Management, Leadership Development, Training, Performance Management, Employee Relations, Human Resources, Employee Benefits, Process Improvement, Organizational..., Talent Management, Coaching, Recruiting, Employee Training, Interviews, Strategic Planning, Onboarding, Employee Engagement
Education
Purdue University Calumet
Industrial and Organizational Psychology
Erin Folkman Erin Folkman's OneAmerica Financial Partners Inc. Experience March 2015 - June 2015
Job Marketing Communications Manager at TransUnion
Industry Financial Services
Experience
TransUnion July 2015 - Present
OneAmerica Financial Partners Inc. March 2015 - June 2015
OneAmerica Financial Partners Inc. September 2013 - March 2015
OneAmerica Financial Partners Inc. April 2013 - September 2013
OneAmerica Financial Partners Inc. February 2013 - April 2013
Brown Brothers Harriman September 2009 - September 2012
Brown Brothers Harriman November 2007 - September 2009
Skills
Writing, Technical Writing, Marketing Communications, Editing, Brand Management, Corporate Communications, Project Management, Public Relations, E-newsletter Design, Strategic Communications, Digital Strategy, Video Production, Online Marketing..., Social Media, Leadership, Corporate Events, Salesforce.com, Financial Services, Media Relations, Marketing, Process Improvement, Social Media Marketing, Management
Education
Simmons College - Simmons School of Management 2010 — 2012
Master of Science, Communications Management
Providence College
Bachelor of Arts, English
TransUnion July 2015 - Present
OneAmerica Financial Partners Inc. March 2015 - June 2015
OneAmerica Financial Partners Inc. September 2013 - March 2015
OneAmerica Financial Partners Inc. April 2013 - September 2013
OneAmerica Financial Partners Inc. February 2013 - April 2013
Brown Brothers Harriman September 2009 - September 2012
Brown Brothers Harriman November 2007 - September 2009
Skills
Writing, Technical Writing, Marketing Communications, Editing, Brand Management, Corporate Communications, Project Management, Public Relations, E-newsletter Design, Strategic Communications, Digital Strategy, Video Production, Online Marketing..., Social Media, Leadership, Corporate Events, Salesforce.com, Financial Services, Media Relations, Marketing, Process Improvement, Social Media Marketing, Management
Education
Simmons College - Simmons School of Management 2010 — 2012
Master of Science, Communications Management
Providence College
Bachelor of Arts, English
Jake Wright's OneAmerica Financial Partners Inc. Experience September 2014 - Present
Job Plan Administrator at OneAmerica Financial Partners Inc.
Industry Banking
Experience
OneAmerica Financial Partners Inc. September 2014 - Present
City National Bank June 2011 - September 2014
Skills
Wealth Management, Banking, Private Banking, Investments, Financial Analysis
Education
Occidental College 2007 — 2011
Bachelor's degree, Economics
Cathedral Catholic High School
OneAmerica Financial Partners Inc. September 2014 - Present
City National Bank June 2011 - September 2014
Skills
Wealth Management, Banking, Private Banking, Investments, Financial Analysis
Education
Occidental College 2007 — 2011
Bachelor's degree, Economics
Cathedral Catholic High School
Jennifer McGibbon Jennifer McGibbon's OneAmerica Financial Partners Inc. Experience August 2014 - 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
Shannon Ingram's OneAmerica Financial Partners Inc. Experience December 2004 - Present
Job Systems Architect Enterprise System Architecture at OneAmerica Financial Partners Inc.
Industry Insurance
Experience
OneAmerica Financial Partners Inc. December 2004 - Present
Keane Inc. April 2004 - December 2004
Nims Associates Inc. March 1993 - April 2004
Skills
IBM Mainframe, CICS, Assembler, COBOL, Informatica, Informatica..., DB2, Data Warehousing, ETL, Enterprise Software
Education
Purdue University 1975 — 1980
Bachelor of Science (BS), Computer Science
OneAmerica Financial Partners Inc. December 2004 - Present
Keane Inc. April 2004 - December 2004
Nims Associates Inc. March 1993 - April 2004
Skills
IBM Mainframe, CICS, Assembler, COBOL, Informatica, Informatica..., DB2, Data Warehousing, ETL, Enterprise Software
Education
Purdue University 1975 — 1980
Bachelor of Science (BS), Computer Science
Chris Wisinski Chris Wisinski's OneAmerica Financial Partners Inc. Experience October 2014 - Present
Job Senior Marketing Representative at One America
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. October 2014 - Present
Lincoln Financial Group June 2010 - October 2014
Quicken Loans June 2008 - June 2010
Quicken Loans May 2007 - June 2008
Quicken Loans August 2005 - June 2007
Aerotek Engineering July 1998 - May 2003
Skills
Sales, Mortgage Banking, Selling, Mortgage Lending, Credit, Management, Leadership, Marketing, Sales Management, Recruiting, Loans, Banking, Loan Origination, FHA, Insurance, Customer Service, Employee Benefits, Underwriting
Education
Northwood University 1994 — 1998
BBA, Marketing Management
OneAmerica Financial Partners Inc. October 2014 - Present
Lincoln Financial Group June 2010 - October 2014
Quicken Loans June 2008 - June 2010
Quicken Loans May 2007 - June 2008
Quicken Loans August 2005 - June 2007
Aerotek Engineering July 1998 - May 2003
Skills
Sales, Mortgage Banking, Selling, Mortgage Lending, Credit, Management, Leadership, Marketing, Sales Management, Recruiting, Loans, Banking, Loan Origination, FHA, Insurance, Customer Service, Employee Benefits, Underwriting
Education
Northwood University 1994 — 1998
BBA, Marketing Management
Brady Boyd, CFP® Brady Boyd, CFP®'s OneAmerica Financial Partners Inc. Experience 2010 - May 2012
Job Associate Portfolio Manager
Industry Financial Services
Experience
Financial Guidance Group, Inc. June 2015 - Present
Christians Against Poverty NZ June 2014 - March 2015
Union Bank May 2012 - March 2014
OneAmerica Financial Partners Inc. 2010 - May 2012
Ameriprise Financial Services, Inc. 2006 - 2010
Skills
Investments, Networking, Personal Financial..., Mutual Funds, Wealth Management, Strategic Financial..., Financial Advisory, Retirement Planning, Insurance, Series 7, Investment Advisory, Portfolio Management, Investment Strategies, Retirement, Fixed Annuities, Finance, Risk Management, Financial Services, Estate Planning, Securities, Asset Allocation, Asset Management, Financial Planning
Education
Point Loma Nazarene University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Institute of Economics and Political Studies 2005 — 2005
Cambridge, UK, Economics
Financial Guidance Group, Inc. June 2015 - Present
Christians Against Poverty NZ June 2014 - March 2015
Union Bank May 2012 - March 2014
OneAmerica Financial Partners Inc. 2010 - May 2012
Ameriprise Financial Services, Inc. 2006 - 2010
Skills
Investments, Networking, Personal Financial..., Mutual Funds, Wealth Management, Strategic Financial..., Financial Advisory, Retirement Planning, Insurance, Series 7, Investment Advisory, Portfolio Management, Investment Strategies, Retirement, Fixed Annuities, Finance, Risk Management, Financial Services, Estate Planning, Securities, Asset Allocation, Asset Management, Financial Planning
Education
Point Loma Nazarene University 2002 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Institute of Economics and Political Studies 2005 — 2005
Cambridge, UK, Economics
Trevor Huseman's OneAmerica Financial Partners Inc. Experience December 2005 - March 2007
Job Managing Director at Miller & Newberg, Inc.
Industry Insurance
Experience
Miller & Newberg, Inc. November 2014 - Present
Actuarial Resources Corporation July 2010 - October 2014
RBC Insurance April 2007 - July 2010
OneAmerica Financial Partners Inc. December 2005 - March 2007
Golden Rule Insurance September 2003 - December 2005
Skills
ALM, Prophet, Actuarial Science, Reinsurance, Life Insurance, Actuarial Consulting, Economic Capital, Actuaries, Enterprise Risk..., Insurance, Underwriting
Education
Missouri Western State University 1999 — 2003
Bachelor of Science (B.S.), Mathematics and Computer Science
Miller & Newberg, Inc. November 2014 - Present
Actuarial Resources Corporation July 2010 - October 2014
RBC Insurance April 2007 - July 2010
OneAmerica Financial Partners Inc. December 2005 - March 2007
Golden Rule Insurance September 2003 - December 2005
Skills
ALM, Prophet, Actuarial Science, Reinsurance, Life Insurance, Actuarial Consulting, Economic Capital, Actuaries, Enterprise Risk..., Insurance, Underwriting
Education
Missouri Western State University 1999 — 2003
Bachelor of Science (B.S.), Mathematics and Computer Science
Emily Brassie's OneAmerica Financial Partners Inc. Experience October 2013 - Present
Job Procedure Analyst
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. October 2013 - Present
Western & Southern Financial Group March 2013 - October 2013
Lafayette Life Insurance Company August 2010 - February 2013
Purdue Federal Credit Union June 2008 - August 2010
Skills
Customer Service, Training, Employee Training, Insurance, Microsoft Office, PowerPoint, Microsoft Excel, Development & delivery..., Leadership, Banking, Life Insurance, Credit, Cash Management, Sales, Data Entry, Financial Services, Visual Basic, Process Improvement, Lean Six Sigma
Education
Purdue University 2005 — 2009
Bachelor of Science in Consumer and Family Sciences, Major: Retail Management
Lafayette Jefferson HS 2001 — 2005
OneAmerica Financial Partners Inc. October 2013 - Present
Western & Southern Financial Group March 2013 - October 2013
Lafayette Life Insurance Company August 2010 - February 2013
Purdue Federal Credit Union June 2008 - August 2010
Skills
Customer Service, Training, Employee Training, Insurance, Microsoft Office, PowerPoint, Microsoft Excel, Development & delivery..., Leadership, Banking, Life Insurance, Credit, Cash Management, Sales, Data Entry, Financial Services, Visual Basic, Process Improvement, Lean Six Sigma
Education
Purdue University 2005 — 2009
Bachelor of Science in Consumer and Family Sciences, Major: Retail Management
Lafayette Jefferson HS 2001 — 2005
Supriya Chopra Supriya Chopra's OneAmerica Financial Partners Inc. Experience August 2012 - Present
Job Software Quality Analyst at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. August 2012 - Present
Tata Consultancy Services @ Eli-lilly December 2008 - November 2011
Tata Consultancy Services @ Eli - Lilly January 2008 - December 2008
Skills
Regression Testing, Manual Testing, Functional Testing, ALM, JIRA, Selenium, SoapUI, RESTful WebServices, Oracle, Test Planning
Education
Thapar Institute of Engineering and Technology 2005 — 2008
Master of Computer Applications (M.C.A.), Computer Science
OneAmerica Financial Partners Inc. August 2012 - Present
Tata Consultancy Services @ Eli-lilly December 2008 - November 2011
Tata Consultancy Services @ Eli - Lilly January 2008 - December 2008
Skills
Regression Testing, Manual Testing, Functional Testing, ALM, JIRA, Selenium, SoapUI, RESTful WebServices, Oracle, Test Planning
Education
Thapar Institute of Engineering and Technology 2005 — 2008
Master of Computer Applications (M.C.A.), Computer Science
J.T. Turner's OneAmerica Financial Partners Inc. Experience May 2015 - August 2015
Job Student at Purdue University
Industry Insurance
Experience
OneAmerica Financial Partners Inc. May 2015 - August 2015
Zurich North America May 2014 - August 2014
NextGear Capital May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Visual Basic, SQL, R, C, Matlab, VBA, Data Analysis
Education
Purdue University 2013 — 2015
Bachelor of Science (BS), Actuarial Science / Applied Statistics
University of Illinois at Urbana-Champaign 2011 — 2013
General Engineering
OneAmerica Financial Partners Inc. May 2015 - August 2015
Zurich North America May 2014 - August 2014
NextGear Capital May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, Visual Basic, SQL, R, C, Matlab, VBA, Data Analysis
Education
Purdue University 2013 — 2015
Bachelor of Science (BS), Actuarial Science / Applied Statistics
University of Illinois at Urbana-Champaign 2011 — 2013
General Engineering
Xin(Cynthia) He, ASA's OneAmerica Financial Partners Inc. Experience April 2015 - Present
Job Assistant Actuary at OneAmerica | Thoughtful Problem Solver | Effective Time Manager
Industry Insurance
Experience
OneAmerica Financial Partners Inc. April 2015 - Present
OneAmerica Financial Partners Inc. January 2014 - April 2015
Purdue University August 2013 - December 2013
Purdue Actuarial Club December 2012 - December 2013
Regenstrief Center for Healthcare Engineering August 2012 - December 2013
Purdue University August 2011 - December 2013
AIESEC April 2013 - October 2013
OneAmerica Financial Partners Inc. May 2013 - July 2013
AIESEC September 2012 - May 2013
CNO Financial Group May 2012 - August 2012
Skills
Microsoft Excel, Access, MySQL, SAS, R, Python, Time Management, Self Learning, Teamwork, Problem Solving, VBA, Statistical Modeling, Data Analysis, Actuarial Science
Education
Purdue University 2010 — 2013
Bachelor of Science (B.S.), Actuarial Science and Mathematical Statistics, 4.0/4.0
OneAmerica Financial Partners Inc. April 2015 - Present
OneAmerica Financial Partners Inc. January 2014 - April 2015
Purdue University August 2013 - December 2013
Purdue Actuarial Club December 2012 - December 2013
Regenstrief Center for Healthcare Engineering August 2012 - December 2013
Purdue University August 2011 - December 2013
AIESEC April 2013 - October 2013
OneAmerica Financial Partners Inc. May 2013 - July 2013
AIESEC September 2012 - May 2013
CNO Financial Group May 2012 - August 2012
Skills
Microsoft Excel, Access, MySQL, SAS, R, Python, Time Management, Self Learning, Teamwork, Problem Solving, VBA, Statistical Modeling, Data Analysis, Actuarial Science
Education
Purdue University 2010 — 2013
Bachelor of Science (B.S.), Actuarial Science and Mathematical Statistics, 4.0/4.0
Corey Kump's OneAmerica Financial Partners Inc. Experience November 2013 - June 2014
Job Software Developer Consultant at Fusion Alliance
Industry Computer Software
Experience
Fusion Alliance July 2012 - Present
OneAmerica Financial Partners Inc. November 2013 - June 2014
ChaCha February 2013 - September 2013
Global Automation Partners November 2009 - July 2012
Eli Lilly Italia February 2010 - 2010
Scott A. Jones Enterprises June 2008 - August 2008
Skills
Software Development, JQuery, JavaScript, Java, XML, YAML, Vim, Ruby, MySQL, Mobile Web Design, CSS, HTML 5, Struts, Hibernate, PI Data Historian, SQL, REST, Software Design, JSON, Object Oriented Design, MVC, Git, Agile Methodologies, AJAX, Grails, Python, VB.NET, Software Engineering, Programming, Integration
Education
Rose-Hulman Institute of Technology 2005 — 2009
B.S., Software Engineering
Rose-Hulman Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Software Engineering
Fusion Alliance July 2012 - Present
OneAmerica Financial Partners Inc. November 2013 - June 2014
ChaCha February 2013 - September 2013
Global Automation Partners November 2009 - July 2012
Eli Lilly Italia February 2010 - 2010
Scott A. Jones Enterprises June 2008 - August 2008
Skills
Software Development, JQuery, JavaScript, Java, XML, YAML, Vim, Ruby, MySQL, Mobile Web Design, CSS, HTML 5, Struts, Hibernate, PI Data Historian, SQL, REST, Software Design, JSON, Object Oriented Design, MVC, Git, Agile Methodologies, AJAX, Grails, Python, VB.NET, Software Engineering, Programming, Integration
Education
Rose-Hulman Institute of Technology 2005 — 2009
B.S., Software Engineering
Rose-Hulman Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Software Engineering
Austin Cripps's OneAmerica Financial Partners Inc. Experience September 2014 - Present
Job Actuarial Student II at OneAmerica Financial Partners Inc.
Industry Insurance
Experience
OneAmerica Financial Partners Inc. September 2014 - Present
Indiana Department of Insurance May 2014 - August 2014
Indiana Department of Insurance May 2013 - May 2014
College Mentors for Kids at University of Indianapolis May 2012 - May 2014
University of Indianapolis January 2012 - May 2014
Orange Leaf Frozen Yogurt April 2012 - May 2013
University of Indianapolis August 2011 - May 2012
University of Indianapolis August 2010 - May 2012
University of Indianapolis May 2011 - August 2011
Papa Murphy's International October 2009 - August 2010
Skills
Leadership, Statistics, Microsoft Excel, Access, C++, VBA, Time Management, PowerPoint, Microsoft Word, Logical Thinker, Spanish, Mathematics, People-oriented, Public Speaking, Always Punctual, Delegation, Customer Service
Education
University of Indianapolis 2010 — 2014
Bachelor of Science (B.S.), Actuarial Science, Mathematics
OneAmerica Financial Partners Inc. September 2014 - Present
Indiana Department of Insurance May 2014 - August 2014
Indiana Department of Insurance May 2013 - May 2014
College Mentors for Kids at University of Indianapolis May 2012 - May 2014
University of Indianapolis January 2012 - May 2014
Orange Leaf Frozen Yogurt April 2012 - May 2013
University of Indianapolis August 2011 - May 2012
University of Indianapolis August 2010 - May 2012
University of Indianapolis May 2011 - August 2011
Papa Murphy's International October 2009 - August 2010
Skills
Leadership, Statistics, Microsoft Excel, Access, C++, VBA, Time Management, PowerPoint, Microsoft Word, Logical Thinker, Spanish, Mathematics, People-oriented, Public Speaking, Always Punctual, Delegation, Customer Service
Education
University of Indianapolis 2010 — 2014
Bachelor of Science (B.S.), Actuarial Science, Mathematics
Jerry Berg, AIF®'s OneAmerica Financial Partners Inc. Experience 2008 - 2012
Job Regional Vice President | Retirement Plan Counselor | American Funds
Industry Financial Services
Experience
American Funds January 2014 - Present
American Funds January 2012 - January 2014
OneAmerica Financial Partners Inc. 2008 - 2012
Merrill Lynch 2005 - 2008
Skills
Retirement Planning, Series 7, FINRA, Financial Planners, Insurance, Finance, Mutual Funds, Series 63, 401k, Sales, Retirement, Asset Allocation, Investments, Series 6, Wealth Management, Financial Services
Education
University of Evansville 2000 — 2004
Bachelor of Science (B.S.), Global Business, Political Science
Harlaxton College 2003 — 2003
British Studies
American Funds January 2014 - Present
American Funds January 2012 - January 2014
OneAmerica Financial Partners Inc. 2008 - 2012
Merrill Lynch 2005 - 2008
Skills
Retirement Planning, Series 7, FINRA, Financial Planners, Insurance, Finance, Mutual Funds, Series 63, 401k, Sales, Retirement, Asset Allocation, Investments, Series 6, Wealth Management, Financial Services
Education
University of Evansville 2000 — 2004
Bachelor of Science (B.S.), Global Business, Political Science
Harlaxton College 2003 — 2003
British Studies
Katherine Dennis's OneAmerica Financial Partners Inc. Experience May 2013 - July 2013
Job Student at Purdue University
Industry Insurance
Experience
Milliman Actuarial InternMercerJune 2014 - August 2014
Purdue Univeristy August 2013 - August 2013
OneAmerica Financial Partners Inc. May 2013 - July 2013
Cold Stone Creamery June 2010 - August 2011
McDonald's Corporation March 2010 - May 2010
Skills
Data Analysis, Access, Microsoft Excel, Microsoft Word, Customer Service, Valuation, Data Manipulation, Python, Microsoft Office
Education
Purdue University 2011 — 2015
Bachelor of Science, Actuarial Science and Statistics
Yulee High School 2007 — 2011
Milliman Actuarial InternMercerJune 2014 - August 2014
Purdue Univeristy August 2013 - August 2013
OneAmerica Financial Partners Inc. May 2013 - July 2013
Cold Stone Creamery June 2010 - August 2011
McDonald's Corporation March 2010 - May 2010
Skills
Data Analysis, Access, Microsoft Excel, Microsoft Word, Customer Service, Valuation, Data Manipulation, Python, Microsoft Office
Education
Purdue University 2011 — 2015
Bachelor of Science, Actuarial Science and Statistics
Yulee High School 2007 — 2011
Cassidy Emery's OneAmerica Financial Partners Inc. Experience January 2014 - Present
Job I.T. Planning Business Analyst at OneAmerica
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. January 2014 - Present
Efron, Efron & Yahne June 2013 - December 2013
Law Office of Alan D. Naggatz June 2012 - December 2013
Internal Revenue Service November 2011 - May 2013
Premier Industry January 2010 - August 2010
America's Credit Union June 2009 - December 2009
America's Credit Union May 2008 - August 2008
Skills
Marketing, Accounts Receivable, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Legal Research, Customer Service, Research, Legal Writing, Accounting, Team Leadership, Teamwork, Corporate Law, Commercial Litigation, Mediation, Financial Analysis, Westlaw, Analysis
Education
Valparaiso University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Valparaiso University 2010 — 2013
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Taylor University 2007 — 2009
Bachelor of Science, Finance with a focus in Accounting
OneAmerica Financial Partners Inc. January 2014 - Present
Efron, Efron & Yahne June 2013 - December 2013
Law Office of Alan D. Naggatz June 2012 - December 2013
Internal Revenue Service November 2011 - May 2013
Premier Industry January 2010 - August 2010
America's Credit Union June 2009 - December 2009
America's Credit Union May 2008 - August 2008
Skills
Marketing, Accounts Receivable, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Legal Research, Customer Service, Research, Legal Writing, Accounting, Team Leadership, Teamwork, Corporate Law, Commercial Litigation, Mediation, Financial Analysis, Westlaw, Analysis
Education
Valparaiso University 2011 — 2013
Master of Business Administration (M.B.A.), Finance, General
Valparaiso University 2010 — 2013
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law
Taylor University 2007 — 2009
Bachelor of Science, Finance with a focus in Accounting
Darian Harris's OneAmerica Financial Partners Inc. Experience June 2011 - April 2015
Job Career Driven
Industry Marketing and Advertising
Experience
OneAmerica Financial Partners Inc. June 2011 - April 2015
DSW October 2008 - May 2010
LIN Television May 2007 - July 2007
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Marketing Communications, Public Speaking, HTML, Marketing, Research, Social Networking, Illustrator, InDesign
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (B.S.), Advertising
OneAmerica Financial Partners Inc. June 2011 - April 2015
DSW October 2008 - May 2010
LIN Television May 2007 - July 2007
Skills
Social Media, Microsoft Office, PowerPoint, Photoshop, Microsoft Excel, Microsoft Word, Customer Service, Teamwork, Social Media Marketing, Facebook, Advertising, Event Planning, Marketing Communications, Public Speaking, HTML, Marketing, Research, Social Networking, Illustrator, InDesign
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor of Science (B.S.), Advertising
Virginia Gini Wilson Virginia Gini Wilson's OneAmerica Financial Partners Inc. Experience January 2001 - January 2002
Job Multilingual and Multicultural Professional
Industry Chemicals
Experience
Vertellus Specialties Inc. January 2009 - Present
Vertellus Specialties Inc. January 2007 - January 2009
Vertellus Specialties Inc. January 2005 - January 2007
Eli Lilly and Company January 2003 - January 2005
OneAmerica Financial Partners Inc. January 2001 - January 2002
OneAmerica Financial Partners Inc. January 1998 - January 2001
Paychex January 1996 - January 1998
Clinique January 1990 - January 1996
Education
Richland College 1984 — 1986
AS, Education, 3.78
Texas Christian University 1982 — 1984
Attended, Dietetics/Dietitian
Graduated Marymount International School 1979 — 1982
High School Diploma, General Studies
Vertellus Specialties Inc. January 2009 - Present
Vertellus Specialties Inc. January 2007 - January 2009
Vertellus Specialties Inc. January 2005 - January 2007
Eli Lilly and Company January 2003 - January 2005
OneAmerica Financial Partners Inc. January 2001 - January 2002
OneAmerica Financial Partners Inc. January 1998 - January 2001
Paychex January 1996 - January 1998
Clinique January 1990 - January 1996
Education
Richland College 1984 — 1986
AS, Education, 3.78
Texas Christian University 1982 — 1984
Attended, Dietetics/Dietitian
Graduated Marymount International School 1979 — 1982
High School Diploma, General Studies
Lloyd Spencer's OneAmerica Financial Partners Inc. Experience February 2009 - March 2010
Job Vice President & Actuary, Mortality Solutions Pricing at Hannover Life Reassurance Company of America
Industry Insurance
Experience
Hannover Life Reassurance Company of America April 2010 - Present
OneAmerica Financial Partners, Inc. February 2009 - March 2010
OneAmerica Financial Partners, Inc. January 2005 - February 2009
ING January 2002 - December 2004
Lincoln Financial Group June 1988 - December 2001
Skills
Reinsurance, Financial Reporting, Valuation, Economic Capital, Planning, Actuarial, Enterprise Risk..., Pricing, Financial Analysis, Actuarial Science, Strategic Planning, Insurance, Solvency II, Financial Modeling, ALM
Education
Ball State University 1985 — 1988
Bachelor of Science (B.S.), Actuarial Science
Purdue University
Hannover Life Reassurance Company of America April 2010 - Present
OneAmerica Financial Partners, Inc. February 2009 - March 2010
OneAmerica Financial Partners, Inc. January 2005 - February 2009
ING January 2002 - December 2004
Lincoln Financial Group June 1988 - December 2001
Skills
Reinsurance, Financial Reporting, Valuation, Economic Capital, Planning, Actuarial, Enterprise Risk..., Pricing, Financial Analysis, Actuarial Science, Strategic Planning, Insurance, Solvency II, Financial Modeling, ALM
Education
Ball State University 1985 — 1988
Bachelor of Science (B.S.), Actuarial Science
Purdue University
Colleen (Ritter) Koeberlein's OneAmerica Financial Partners Inc. Experience June 2009 - August 2009
Job Sales and Marketing Finance Leader Distribution Business at Cummins Inc.
Industry Automotive
Experience
Cummins Inc. August 2015 - Present
Cummins Inc. February 2014 - July 2015
Cummins Inc. March 2012 - January 2014
JPMorgan Chase July 2010 - March 2012
OneAmerica Financial Partners Inc. June 2009 - August 2009
Tecumseh Capital Partners May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Business Analysis, Finance, Analysis
Education
Purdue University 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
Purdue University 2005 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Cummins Inc. August 2015 - Present
Cummins Inc. February 2014 - July 2015
Cummins Inc. March 2012 - January 2014
JPMorgan Chase July 2010 - March 2012
OneAmerica Financial Partners Inc. June 2009 - August 2009
Tecumseh Capital Partners May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Business Analysis, Finance, Analysis
Education
Purdue University 2008 — 2010
Master of Business Administration (MBA), Accounting and Finance
Purdue University 2005 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Stephen Alessi Stephen Alessi's OneAmerica Financial Partners Inc. Experience March 2012 - Present
Job Associate General Agent at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. March 2012 - Present
The Dealer Life Group August 2008 - Present
OneAmerica Financial Partners Inc. August 2008 - March 2012
Education
University of South Florida 2004 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
River Ridge High School, New Port Richey FL 2000 — 2004
OneAmerica Financial Partners Inc. March 2012 - Present
The Dealer Life Group August 2008 - Present
OneAmerica Financial Partners Inc. August 2008 - March 2012
Education
University of South Florida 2004 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General
River Ridge High School, New Port Richey FL 2000 — 2004
Libby Quillen Libby Quillen's OneAmerica Financial Partners Inc. Experience February 2014 - Present
Job Senior Digital Marketing Manager at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. February 2014 - Present
OneAmerica Securities, Inc. January 2007 - January 2014
OneAmerica Securities, Inc. April 1998 - December 2006
Education
University of Indianapolis 2002 — 2004
Bachelor, Organizational Leadership
Sinclair Community College
Associates, Business Administration
OneAmerica Financial Partners Inc. February 2014 - Present
OneAmerica Securities, Inc. January 2007 - January 2014
OneAmerica Securities, Inc. April 1998 - December 2006
Education
University of Indianapolis 2002 — 2004
Bachelor, Organizational Leadership
Sinclair Community College
Associates, Business Administration
Tom Littlejohn's OneAmerica Financial Partners Inc. Experience November 2012 - Present
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
Tyler Mendenhall's OneAmerica Financial Partners Inc. Experience 2013 - 2014
Job Software Architect at Egineering L.L.C.
Industry Computer Software
Experience
E-gineering L.L.C. January 2004 - Present
OneAmerica Financial Partners Inc. 2013 - 2014
ChaCha 2013 - 2013
Indiana Department of Workforce Development 2010 - 2011
Interactions Inc. January 2009 - August 2009
Simon Property Group 2006 - 2009
Skills
Hibernate, Spring, Java, JavaScript, SQL, XML, jQuery, Web Services, REST, Agile Methodologies, Java Enterprise Edition, Software Development, SOA, Scrum, Tomcat, JBoss Application Server, SDLC, Web Applications, HTML, .NET, CSS, Microsoft SQL Server, Databases, Web Development, Subversion, MySQL, Git, Spring Framework, Spring MVC
Education
Taylor University 1994 — 1998
BS, Computer Science
E-gineering L.L.C. January 2004 - Present
OneAmerica Financial Partners Inc. 2013 - 2014
ChaCha 2013 - 2013
Indiana Department of Workforce Development 2010 - 2011
Interactions Inc. January 2009 - August 2009
Simon Property Group 2006 - 2009
Skills
Hibernate, Spring, Java, JavaScript, SQL, XML, jQuery, Web Services, REST, Agile Methodologies, Java Enterprise Edition, Software Development, SOA, Scrum, Tomcat, JBoss Application Server, SDLC, Web Applications, HTML, .NET, CSS, Microsoft SQL Server, Databases, Web Development, Subversion, MySQL, Git, Spring Framework, Spring MVC
Education
Taylor University 1994 — 1998
BS, Computer Science
Doug Wallace's OneAmerica Financial Partners Inc. Experience 2005 - 2006
Job Business Development Director at Voya Financial Advisors, Inc.
Industry Financial Services
Experience
Voya Financial Advisors, Inc April 2014 - Present
Ameriprise Financial Services, Inc. June 2012 - April 2014
Investors Capital August 2006 - June 2012
OneAmerica Financial Partners Inc. 2005 - 2006
Putnam Investments 1999 - 2005
Skills
Recruiting, Marketing, Series 7, Series 63, Mutual Funds, Series 6, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Series 24, Securities, Alternative Investments, 401k, FINRA, Investments, Investment Advisory, Uniform Combined State..., Financial Advisory, Investment Strategies
Education
Purdue University 1994 — 1998
B.A., Political Science and Sociology
Masconomett
Voya Financial Advisors, Inc April 2014 - Present
Ameriprise Financial Services, Inc. June 2012 - April 2014
Investors Capital August 2006 - June 2012
OneAmerica Financial Partners Inc. 2005 - 2006
Putnam Investments 1999 - 2005
Skills
Recruiting, Marketing, Series 7, Series 63, Mutual Funds, Series 6, Retirement Planning, Asset Allocation, Wealth Management, Retirement, Series 24, Securities, Alternative Investments, 401k, FINRA, Investments, Investment Advisory, Uniform Combined State..., Financial Advisory, Investment Strategies
Education
Purdue University 1994 — 1998
B.A., Political Science and Sociology
Masconomett
Jerry Quinn's OneAmerica Financial Partners Inc. Experience October 2012 - Present
Job VP eBusiness OneAmerica Financial Partners Inc
Industry Insurance
Experience
OneAmerica Financial Partners Inc. October 2012 - Present
Shenandoah Life Insurance Company April 2008 - November 2012
Skywire Software August 2007 - April 2008
Whitehill Technologies June 2006 - August 2007
InSystems November 1998 - June 2006
Data Systems Consulting June 1998 - November 1998
Atlantic Mutual Companies August 1995 - June 1998
Bassett Furniture Industries August 1993 - August 1995
Skills
Management, People Management, Team Leadership, Goal-driven leader, Strategic Planning, Goal Analysis, Budget Process, Operating Budgets, New Hires, Software Project..., Application Architecture, Web Services, Java software..., Facebook API, Document Automation, MySQL database design, Microsoft Office, HTML/XML, Advanced CSS, EMC xPression, SQL database design, Software Documentation, Visio, Visual Basic, Eclipse, Insurance Policy..., Goal Setting, Insurance, SQL, Java, Architecture, Software Development, Requirements Analysis, Enterprise Architecture, MySQL, XML, Process Improvement, Enterprise Software, Web Development, Product Management, Risk Management, Leadership, Business Analysis, Strategy
Education
Roanoke College 1989 — 1993
BS, Computer Information Systems
OneAmerica Financial Partners Inc. October 2012 - Present
Shenandoah Life Insurance Company April 2008 - November 2012
Skywire Software August 2007 - April 2008
Whitehill Technologies June 2006 - August 2007
InSystems November 1998 - June 2006
Data Systems Consulting June 1998 - November 1998
Atlantic Mutual Companies August 1995 - June 1998
Bassett Furniture Industries August 1993 - August 1995
Skills
Management, People Management, Team Leadership, Goal-driven leader, Strategic Planning, Goal Analysis, Budget Process, Operating Budgets, New Hires, Software Project..., Application Architecture, Web Services, Java software..., Facebook API, Document Automation, MySQL database design, Microsoft Office, HTML/XML, Advanced CSS, EMC xPression, SQL database design, Software Documentation, Visio, Visual Basic, Eclipse, Insurance Policy..., Goal Setting, Insurance, SQL, Java, Architecture, Software Development, Requirements Analysis, Enterprise Architecture, MySQL, XML, Process Improvement, Enterprise Software, Web Development, Product Management, Risk Management, Leadership, Business Analysis, Strategy
Education
Roanoke College 1989 — 1993
BS, Computer Information Systems
Claire (Middleton) Crouse's OneAmerica Financial Partners Inc. Experience 2006 - March 2012
Job Healthcare, Education and State and Local Government Account Manager at VERITAS
Industry Information Technology and Services
Experience
VERITAS April 2015 - Present
Symantec April 2012 - Present
Dewpoint, Inc. February 2010 - March 2012
OneAmerica Financial Partners, Inc. 2006 - March 2012
Moongate Technologies February 2006 - 2010
Skills
New Business Development, Consultative Selling, Salesforce.com, Account Management, Strategic Planning, Solution Selling, Sales, Selling, Business Development, Direct Sales, Sales Process, Enterprise Software, Networking, Marketing, Vendor Management, Business Intelligence, Consulting, Leadership, Lead Generation, Customer Service, Professional Services, Cloud Computing, Contract Negotiation, SaaS, Sales Management, IT Service Management, Security, Management, Sales Operations, B2B, Time Management, E-commerce, Strategic Partnerships, Start-ups, Strategy, Team Leadership, Staff Augmentation, CRM, Information Technology
Education
Edith Cowan University 1987 — 1990
Degree in Applied Science, Sports Science
NSTI 1992 — 1994
Assoc. Degree in Design, Photography
VERITAS April 2015 - Present
Symantec April 2012 - Present
Dewpoint, Inc. February 2010 - March 2012
OneAmerica Financial Partners, Inc. 2006 - March 2012
Moongate Technologies February 2006 - 2010
Skills
New Business Development, Consultative Selling, Salesforce.com, Account Management, Strategic Planning, Solution Selling, Sales, Selling, Business Development, Direct Sales, Sales Process, Enterprise Software, Networking, Marketing, Vendor Management, Business Intelligence, Consulting, Leadership, Lead Generation, Customer Service, Professional Services, Cloud Computing, Contract Negotiation, SaaS, Sales Management, IT Service Management, Security, Management, Sales Operations, B2B, Time Management, E-commerce, Strategic Partnerships, Start-ups, Strategy, Team Leadership, Staff Augmentation, CRM, Information Technology
Education
Edith Cowan University 1987 — 1990
Degree in Applied Science, Sports Science
NSTI 1992 — 1994
Assoc. Degree in Design, Photography
Josh Frazier's OneAmerica Financial Partners Inc. Experience September 2005 - September 2013
Job Relationship Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab February 2015 - Present
Charles Schwab March 2014 - February 2015
MarketShare Financial October 2013 - March 2014
OneAmerica Financial Partners Inc. September 2005 - September 2013
Morgan Keegan January 2005 - September 2005
PFIC Securities Corporation January 2002 - January 2005
Charles Schwab 2000 - 2001
PFIC Securities Corporation 1998 - 2000
Education
Purdue University 1993 — 1998
Charles Schwab February 2015 - Present
Charles Schwab March 2014 - February 2015
MarketShare Financial October 2013 - March 2014
OneAmerica Financial Partners Inc. September 2005 - September 2013
Morgan Keegan January 2005 - September 2005
PFIC Securities Corporation January 2002 - January 2005
Charles Schwab 2000 - 2001
PFIC Securities Corporation 1998 - 2000
Education
Purdue University 1993 — 1998
Phil Galoozis, CBCP's OneAmerica Financial Partners Inc. Experience April 2002 - Present
Job Business Continuity Coordinator at OneAmerica
Industry Financial Services
Experience
OneAmerica April 2002 - Present
OneAmerica Financial Partners, Inc. April 2002 - Present
OneAmerica November 1987 - Present
Skills
Business Continuity, Security, Disaster Recovery, Business Analysis, Business Continuity..., IT Risk Management, Information Security, Incident Management, Information Security..., Information Technology, Management, Enterprise Software, IT Strategy, Team Leadership, Software Documentation, SQL, IT Audit, Vendor Management, IT Management
Education
Indiana University Bloomington 1982 — 1986
OneAmerica April 2002 - Present
OneAmerica Financial Partners, Inc. April 2002 - Present
OneAmerica November 1987 - Present
Skills
Business Continuity, Security, Disaster Recovery, Business Analysis, Business Continuity..., IT Risk Management, Information Security, Incident Management, Information Security..., Information Technology, Management, Enterprise Software, IT Strategy, Team Leadership, Software Documentation, SQL, IT Audit, Vendor Management, IT Management
Education
Indiana University Bloomington 1982 — 1986
Michael T. Upshur's OneAmerica Financial Partners Inc. Experience July 2014 - Present
Job Transition Manager at OneAmerica
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. July 2014 - Present
ASPire Financial Services, LLC March 2013 - July 2014
USI Consulting Group April 2012 - March 2013
EPIC Advisors, Inc. December 2009 - February 2012
Wachovia Retirement Services June 2008 - November 2009
Wachovia August 2006 - June 2008
Towers Perrin October 2005 - August 2006
BISYS Retirement Services January 2004 - September 2005
GoInternet.com August 2003 - January 2004
Vanguard Group January 2001 - August 2003
Skills
Retirement, Project Management, ERISA, 401k, Relationship Management, Management, Leadership, Consulting, Coaching, Public Speaking, Training, Compliance, Microsoft Excel, Defined Contribution, Investments, Risk Management, Mutual Funds, Retirement Planning, Pensions, Analysis, Access, Business Planning, Series 63, Series 6, PowerPoint, Human Resources, Microsoft Word, Microsoft Powerpoint
Education
University of Pennsylvania 1992 — 1996
of Arts and Sciences Bachelors of Arts, International Relations
University City High School 1988 — 1992
Diploma, Mathematics & Sciences Magnet Program
OneAmerica Financial Partners Inc. July 2014 - Present
ASPire Financial Services, LLC March 2013 - July 2014
USI Consulting Group April 2012 - March 2013
EPIC Advisors, Inc. December 2009 - February 2012
Wachovia Retirement Services June 2008 - November 2009
Wachovia August 2006 - June 2008
Towers Perrin October 2005 - August 2006
BISYS Retirement Services January 2004 - September 2005
GoInternet.com August 2003 - January 2004
Vanguard Group January 2001 - August 2003
Skills
Retirement, Project Management, ERISA, 401k, Relationship Management, Management, Leadership, Consulting, Coaching, Public Speaking, Training, Compliance, Microsoft Excel, Defined Contribution, Investments, Risk Management, Mutual Funds, Retirement Planning, Pensions, Analysis, Access, Business Planning, Series 63, Series 6, PowerPoint, Human Resources, Microsoft Word, Microsoft Powerpoint
Education
University of Pennsylvania 1992 — 1996
of Arts and Sciences Bachelors of Arts, International Relations
University City High School 1988 — 1992
Diploma, Mathematics & Sciences Magnet Program
Albert Ruggiero's OneAmerica Financial Partners Inc. Experience September 2010 - August 2014
Job Financial Services Representative at Baystate Financial
Industry Financial Services
Experience
Baystate Financial September 2014 - Present
OneAmerica Financial Partners Inc September 2010 - August 2014
Goodway Technologies November 2007 - August 2010
Overtime Athletics August 2005 - July 2010
Bridgeport Sound Tigers August 2006 - December 2006
Skills
Investments, Life Insurance, Financial Advisory
Education
Sacred Heart University 2003 — 2007
BA, Media Studies
Lincoln-Sudbury Regional High School 2000 — 2003
Baystate Financial September 2014 - Present
OneAmerica Financial Partners Inc September 2010 - August 2014
Goodway Technologies November 2007 - August 2010
Overtime Athletics August 2005 - July 2010
Bridgeport Sound Tigers August 2006 - December 2006
Skills
Investments, Life Insurance, Financial Advisory
Education
Sacred Heart University 2003 — 2007
BA, Media Studies
Lincoln-Sudbury Regional High School 2000 — 2003
David Wiese's OneAmerica Financial Partners Inc. Experience April 2014 - Present
Job Systems Architect
Industry Information Technology and Services
Experience
OneAmerica Financial Partners Inc. April 2014 - Present
GE June 2003 - April 2014
GE May 2002 - June 2003
American United Life May 1997 - May 2002
Skills
Software Development, Integration, Leadership, Process Improvement, IT Strategy, Software Project..., Business Process..., SQL, PL/SQL, Certified Scrum Master..., Requirements Gathering, SDLC, Requirements Analysis
Education
University of Indianapolis 1993 — 1997
BS, Information Systems
OneAmerica Financial Partners Inc. April 2014 - Present
GE June 2003 - April 2014
GE May 2002 - June 2003
American United Life May 1997 - May 2002
Skills
Software Development, Integration, Leadership, Process Improvement, IT Strategy, Software Project..., Business Process..., SQL, PL/SQL, Certified Scrum Master..., Requirements Gathering, SDLC, Requirements Analysis
Education
University of Indianapolis 1993 — 1997
BS, Information Systems
Scott Hoyer, MA, MBA's OneAmerica Financial Partners Inc. Experience October 2009 - 2011
Job Retirement Plan Sales Consultant at American Funds
Industry Financial Services
Experience
American Funds September 2014 - Present
DeVry University January 2012 - September 2015
American Funds December 2011 - August 2014
OneAmerica Financial Partners Inc. October 2009 - 2011
American Funds June 2006 - October 2009
Skills
Retirement Planning, Series 6, 401k, Investments, Financial Services, Asset Allocation, Health Insurance, Wealth Management, FINRA, Series 63, Financial Advisory, Mutual Funds, Retirement, IRAs, Strategic Financial..., Investment Advisory, Relationship Management, Portfolio Management, Sales, Sales Presentations, Asset Management, Securities, Pensions, Investment Strategies, Sales Management, Finance, Salesforce.com, Insurance, Life Insurance, Series 7, Separately Managed..., Series 65, Management, Marketing
Education
University of Indianapolis 2008 — 2011
MBA, Finance
University of Indianapolis 2004 — 2005
MA, English
Wabash College 1998 — 2002
BA, English
American Funds September 2014 - Present
DeVry University January 2012 - September 2015
American Funds December 2011 - August 2014
OneAmerica Financial Partners Inc. October 2009 - 2011
American Funds June 2006 - October 2009
Skills
Retirement Planning, Series 6, 401k, Investments, Financial Services, Asset Allocation, Health Insurance, Wealth Management, FINRA, Series 63, Financial Advisory, Mutual Funds, Retirement, IRAs, Strategic Financial..., Investment Advisory, Relationship Management, Portfolio Management, Sales, Sales Presentations, Asset Management, Securities, Pensions, Investment Strategies, Sales Management, Finance, Salesforce.com, Insurance, Life Insurance, Series 7, Separately Managed..., Series 65, Management, Marketing
Education
University of Indianapolis 2008 — 2011
MBA, Finance
University of Indianapolis 2004 — 2005
MA, English
Wabash College 1998 — 2002
BA, English
Debra Foster's OneAmerica Financial Partners Inc. Experience December 2014 - 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
Laura Frey's OneAmerica Financial Partners Inc. Experience September 2008 - February 2010
Job Applications Developer at VMS BioMarketing
Industry Computer Software
Experience
DDI, Inc. April 2015 - Present
VMS BioMarketing October 2013 - March 2015
Fusion Alliance March 2011 - September 2013
Peoplestrategy, Inc March 2010 - December 2010
OneAmerica Financial Partners, Inc September 2008 - February 2010
Quest Information Systems August 2006 - September 2008
Skills
Microsoft SQL Server, ASP.NET, .NET, C#, Databases, SQL, Web Applications, Visual Basic, Java, ASP, LINQ, JavaScript, Visual Studio, Agile Methodologies, SSRS, TFS, CSS, ASP.NET MVC, PL/SQL, Web Development, MySQL, Software Development
Education
Purdue University 2001 — 2005
BS, Computer Information Systems Technology
DDI, Inc. April 2015 - Present
VMS BioMarketing October 2013 - March 2015
Fusion Alliance March 2011 - September 2013
Peoplestrategy, Inc March 2010 - December 2010
OneAmerica Financial Partners, Inc September 2008 - February 2010
Quest Information Systems August 2006 - September 2008
Skills
Microsoft SQL Server, ASP.NET, .NET, C#, Databases, SQL, Web Applications, Visual Basic, Java, ASP, LINQ, JavaScript, Visual Studio, Agile Methodologies, SSRS, TFS, CSS, ASP.NET MVC, PL/SQL, Web Development, MySQL, Software Development
Education
Purdue University 2001 — 2005
BS, Computer Information Systems Technology
Jason Harper's OneAmerica Financial Partners Inc. Experience November 2014 - Present
Job Sr. Business Consultant at OneAmerica Financial Partners Inc.
Industry Information Technology and Services
Experience
OneAmerica Financial Partners Inc. November 2014 - Present
eCriterion LLC February 2013 - October 2014
TCC Software Solutions October 2012 - February 2013
Critical Skills, Inc. March 2012 - October 2012
Roche September 2010 - March 2012
Allegient, LLC October 2009 - September 2010
Haverstick Consulting October 2007 - October 2009
Indy Realty Investments, LLC. 2005 - 2007
Skills
Business Analysis, Project Management, Business Process..., Crystal Reports, Engagement Management, Curam, Business Process Mapping, Requirements Gathering, Microsoft SQL Server, CRM, Requirements Analysis, Business Intelligence, Visio, SDLC, SharePoint, Business Process..., SQL, Microsoft CRM, Communication Skills, Software Documentation
Education
Purdue University
B.S., Industrial Engineering
Purdue University
Industrial Engineering
The Master's Seminary
Masters, Divinity
OneAmerica Financial Partners Inc. November 2014 - Present
eCriterion LLC February 2013 - October 2014
TCC Software Solutions October 2012 - February 2013
Critical Skills, Inc. March 2012 - October 2012
Roche September 2010 - March 2012
Allegient, LLC October 2009 - September 2010
Haverstick Consulting October 2007 - October 2009
Indy Realty Investments, LLC. 2005 - 2007
Skills
Business Analysis, Project Management, Business Process..., Crystal Reports, Engagement Management, Curam, Business Process Mapping, Requirements Gathering, Microsoft SQL Server, CRM, Requirements Analysis, Business Intelligence, Visio, SDLC, SharePoint, Business Process..., SQL, Microsoft CRM, Communication Skills, Software Documentation
Education
Purdue University
B.S., Industrial Engineering
Purdue University
Industrial Engineering
The Master's Seminary
Masters, Divinity
Russell Medley, II's OneAmerica Financial Partners Inc. Experience April 2015 - Present
Job Senior Sales Representative | Ambitious and driven senior sales professional with extensive knowledge in group benefits
Industry Insurance
Experience
OneAmerica Financial Partners Inc. April 2015 - Present
Aetna September 2011 - April 2015
Assurant Employee Benefits January 2008 - September 2011
Countrywide Full Spectrum Lending 2002 - 2004
Skills
Start-ups, Disability Insurance, Employee Benefits, Brokers, Health Insurance, Management, Life Insurance, Account Management, Sales
Education
Texas A&M University 1996 — 1999
BA, History/Business
OneAmerica Financial Partners Inc. April 2015 - Present
Aetna September 2011 - April 2015
Assurant Employee Benefits January 2008 - September 2011
Countrywide Full Spectrum Lending 2002 - 2004
Skills
Start-ups, Disability Insurance, Employee Benefits, Brokers, Health Insurance, Management, Life Insurance, Account Management, Sales
Education
Texas A&M University 1996 — 1999
BA, History/Business
Susan Caito's OneAmerica Financial Partners Inc. Experience 2006 - Present
Job OneAmerica Financial Partners, Inc.
Industry Insurance
Experience
OneAmerica Financial Partners, Inc. 2006 - Present
Golden Rule Insurance 1998 - 2006
Education
Indiana University Bloomington
Indiana University School of Law—Indianapolis
OneAmerica Financial Partners, Inc. 2006 - Present
Golden Rule Insurance 1998 - 2006
Education
Indiana University Bloomington
Indiana University School of Law—Indianapolis
Jennifer Pressley's OneAmerica Financial Partners Inc. Experience July 2013 - June 2014
Job Chief Financial Officer Insurance Division at Mainstreet
Industry Insurance
Experience
Mainstreet July 2015 - Present
Stonegate Mortgage Corporation (NYSE: SGM) July 2014 - July 2015
OneAmerica Financial Partners Inc. July 2013 - June 2014
OneAmerica Financial Partners, Inc. August 2010 - July 2013
PricewaterhouseCoopers September 1998 - August 2010
Indiana Department of Insurance June 1994 - September 1998
Skills
Financial Reporting, Accounting, Auditing, Sarbanes-Oxley Act, SEC filings, Internal Audit, Internal Controls, Financial Analysis, CPA, Risk Management, GAAP, US GAAP, Sarbanes-Oxley, Enterprise Risk..., Financial Accounting, SEC Filings
Education
Ball State University 1990 — 1994
BS, Accounting
Mainstreet July 2015 - Present
Stonegate Mortgage Corporation (NYSE: SGM) July 2014 - July 2015
OneAmerica Financial Partners Inc. July 2013 - June 2014
OneAmerica Financial Partners, Inc. August 2010 - July 2013
PricewaterhouseCoopers September 1998 - August 2010
Indiana Department of Insurance June 1994 - September 1998
Skills
Financial Reporting, Accounting, Auditing, Sarbanes-Oxley Act, SEC filings, Internal Audit, Internal Controls, Financial Analysis, CPA, Risk Management, GAAP, US GAAP, Sarbanes-Oxley, Enterprise Risk..., Financial Accounting, SEC Filings
Education
Ball State University 1990 — 1994
BS, Accounting
B. Douglas Gritton, CLU, ChFC, RHU , LLIF's OneAmerica Financial Partners Inc. Experience January 2013 - Present
Job Financial Services Distribution Leader
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. January 2013 - Present
OneAmerica Financial Partners Inc. August 2008 - December 2012
Ameritas October 1996 - July 2008
MetLife August 1979 - September 1996
Skills
Leadership, Training, Insurance, Retirement Planning, Sales, Fixed Annuities, Life Insurance, Financial Advisory, 401k, Retirement, Disability Insurance, Series 6, Term Life Insurance, Employee Benefits, Mutual Funds
Education
The Ohio State University 1974 — 1979
Bachelor of Science in Business Administration, Insurance and Risk Management
OneAmerica Financial Partners Inc. January 2013 - Present
OneAmerica Financial Partners Inc. August 2008 - December 2012
Ameritas October 1996 - July 2008
MetLife August 1979 - September 1996
Skills
Leadership, Training, Insurance, Retirement Planning, Sales, Fixed Annuities, Life Insurance, Financial Advisory, 401k, Retirement, Disability Insurance, Series 6, Term Life Insurance, Employee Benefits, Mutual Funds
Education
The Ohio State University 1974 — 1979
Bachelor of Science in Business Administration, Insurance and Risk Management
Jeff Haskins's OneAmerica Financial Partners Inc. Experience June 2014 - Present
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
Andy Bunce's OneAmerica Financial Partners Inc. Experience September 2013 - Present
Job Valuesbased, resultsoriented leader and coach for scratch, emerging and established financial service firms
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. September 2013 - Present
MassMutual Financial Group November 2010 - May 2013
Skills
Life Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, Retirement, Insurance, Long-term Care, Term Life Insurance, Strategic Financial..., Mutual Funds, Investments, Estate Planning, Management, Development and Training, New Business Acquisition, Sales Process, New Producer Recruiting, Training, Coaching, Supervision Programs, Agency Development, Field retention programs, Sales force development
Education
Virginia Tech 1986 — 1993
Master of Business Administration (MBA), Finance, General
Northwest Missouri State University 1982 — 1986
Bachelor of Science (B.S.), Marketing
OneAmerica Financial Partners Inc. September 2013 - Present
MassMutual Financial Group November 2010 - May 2013
Skills
Life Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, Retirement, Insurance, Long-term Care, Term Life Insurance, Strategic Financial..., Mutual Funds, Investments, Estate Planning, Management, Development and Training, New Business Acquisition, Sales Process, New Producer Recruiting, Training, Coaching, Supervision Programs, Agency Development, Field retention programs, Sales force development
Education
Virginia Tech 1986 — 1993
Master of Business Administration (MBA), Finance, General
Northwest Missouri State University 1982 — 1986
Bachelor of Science (B.S.), Marketing
Dianna. Falcione's OneAmerica Financial Partners Inc. Experience August 2013 - 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
Teresa Cress Johnson's OneAmerica Financial Partners Inc. Experience 2004 - 2012
Job Consultant
Industry Insurance
Experience
OneAmerica Financial Partners Inc. 2004 - 2012
National Benefit Administrators, Inc. 2003 - 2004
Prudential Financial 1998 - 2003
Skills
Insurance, Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Underwriting, Consulting, Communication Skills
Education
Charlotte Christian
Charlotte Christian
Charlotte Christian
Providence Day School
Taylor University 1978 — 1982
BS, Communication Theatre Arts
Taylor University 1978 — 1982
AA, Business Administration
Queens University of Charlotte
MBA classes
OneAmerica Financial Partners Inc. 2004 - 2012
National Benefit Administrators, Inc. 2003 - 2004
Prudential Financial 1998 - 2003
Skills
Insurance, Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Underwriting, Consulting, Communication Skills
Education
Charlotte Christian
Charlotte Christian
Charlotte Christian
Providence Day School
Taylor University 1978 — 1982
BS, Communication Theatre Arts
Taylor University 1978 — 1982
AA, Business Administration
Queens University of Charlotte
MBA classes
Heather Hinojosa, Six Sigma Green Belt,FLMI, ACS's OneAmerica Financial Partners Inc. Experience October 2014 - Present
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
Ryan Tholen's OneAmerica Financial Partners Inc. Experience September 2013 - Present
Job VP Systems IT Modernization at OneAmerica Financial Partners Inc.
Industry Information Technology and Services
Experience
OneAmerica Financial Partners Inc. September 2013 - Present
Accenture August 1997 - September 2013
Skills
IT Strategy, Solution Architecture, Management Consulting, PMO, Outsourcing, SDLC, Business Process, Business Transformation, Consulting, Information Technology
Education
Purdue University 1993 — 1997
Biology, Neurobiology and Physiology
OneAmerica Financial Partners Inc. September 2013 - Present
Accenture August 1997 - September 2013
Skills
IT Strategy, Solution Architecture, Management Consulting, PMO, Outsourcing, SDLC, Business Process, Business Transformation, Consulting, Information Technology
Education
Purdue University 1993 — 1997
Biology, Neurobiology and Physiology
Jeff Autrey's OneAmerica Financial Partners Inc. Experience October 2011 - Present
Job Insurance Professional
Industry Insurance
Experience
OneAmerica Financial Partners Inc. October 2011 - Present
International Medical Group (IMG) 2009 - 2011
Conseco May 2004 - December 2009
The Hartford June 2002 - May 2004
Conseco July 1996 - June 2002
Skills
Management, Process Improvement, Insurance, Customer Service, Teamwork, Databases, Auditing, Claim, Research, Life Insurance, Loans, Health Insurance, Underwriting, Property & Casualty..., General Insurance
Education
Purdue University 1991 — 1995
Bachelors, Agricultural Economics
OneAmerica Financial Partners Inc. October 2011 - Present
International Medical Group (IMG) 2009 - 2011
Conseco May 2004 - December 2009
The Hartford June 2002 - May 2004
Conseco July 1996 - June 2002
Skills
Management, Process Improvement, Insurance, Customer Service, Teamwork, Databases, Auditing, Claim, Research, Life Insurance, Loans, Health Insurance, Underwriting, Property & Casualty..., General Insurance
Education
Purdue University 1991 — 1995
Bachelors, Agricultural Economics
Tom Shober's OneAmerica Financial Partners Inc. Experience January 2015 - Present
Job Group ancillary products and services, voluntary benefits and worksite products
Industry Insurance
Experience
OneAmerica Financial Partners Inc. January 2015 - Present
Cigna July 2008 - January 2015
Great-West Life January 1993 - June 2009
Skills
Medicare, Hospitals, Provider Relations, Sales Management, HIPAA, Healthcare Information..., Network Development, Microsoft Excel, Compliance, Workers Compensation, Underwriting, Disease Management, Benefits Administration, Reinsurance, Training, Program Management
Education
North Carolina State University 1982 — 1986
OneAmerica Financial Partners Inc. January 2015 - Present
Cigna July 2008 - January 2015
Great-West Life January 1993 - June 2009
Skills
Medicare, Hospitals, Provider Relations, Sales Management, HIPAA, Healthcare Information..., Network Development, Microsoft Excel, Compliance, Workers Compensation, Underwriting, Disease Management, Benefits Administration, Reinsurance, Training, Program Management
Education
North Carolina State University 1982 — 1986
Jackie Armstrong's OneAmerica Financial Partners Inc. Experience January 2014 - Present
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
Brock Stormer's OneAmerica Financial Partners Inc. Experience 2014 - Present
Job Processor II at OneAmerica
Industry Investment Management
Experience
OneAmerica Financial Partners Inc. 2014 - Present
Capital Group June 2007 - 2013
Target Corporation January 2007 - June 2007
Purdue University May 2004 - December 2006
Skills
Customer Service, Image Processing, Retirement, Qualified Retirement..., 401k, 401k Rollovers, IRAs, Roth IRA, Simple IRA, SEP IRA, 403 b, 457 Plans, Rollovers, Process Improvement, Business Process..., Team Building, Account Management, Operations Management, Time Management, Kronos Timekeeping, Outlook, Windows 7, Finance
Education
Purdue University 2001 — 2007
Bachelor of Arts (B.A.), History
Michigan City High School, Michigan 1998 — 2001
OneAmerica Financial Partners Inc. 2014 - Present
Capital Group June 2007 - 2013
Target Corporation January 2007 - June 2007
Purdue University May 2004 - December 2006
Skills
Customer Service, Image Processing, Retirement, Qualified Retirement..., 401k, 401k Rollovers, IRAs, Roth IRA, Simple IRA, SEP IRA, 403 b, 457 Plans, Rollovers, Process Improvement, Business Process..., Team Building, Account Management, Operations Management, Time Management, Kronos Timekeeping, Outlook, Windows 7, Finance
Education
Purdue University 2001 — 2007
Bachelor of Arts (B.A.), History
Michigan City High School, Michigan 1998 — 2001
Cindy Lamey's OneAmerica Financial Partners Inc. Experience 1994 - Present
Job Meeting & Event Planner at OneAmerica Financial Partners Inc.
Industry
Experience
OneAmerica Financial Partners Inc. 1994 - Present
Education
Purdue University
OneAmerica Financial Partners Inc. 1994 - Present
Education
Purdue University
Nadine Davidson-Oliver, MBA, QKA, QPA's OneAmerica Financial Partners Inc. Experience December 2012 - Present
Job at
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. December 2012 - Present
Standard Retirement Services June 2009 - November 2012
Skills
Accounting
Education
Indiana Wesleyan University 2011 — 2013
Master of Business Administration (MBA)
University of Cincinnati
BS, Accounting
OneAmerica Financial Partners Inc. December 2012 - Present
Standard Retirement Services June 2009 - November 2012
Skills
Accounting
Education
Indiana Wesleyan University 2011 — 2013
Master of Business Administration (MBA)
University of Cincinnati
BS, Accounting
Breanna Moore's OneAmerica Financial Partners Inc. Experience September 2013 - December 2014
Job Analyst at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Breanna Moore Photography November 2009 - Present
OneAmerica Financial Partners Inc. September 2013 - December 2014
Jungclaus-Campbell Co., Inc. August 2011 - September 2013
Lausch Photography August 2008 - June 2009
Education
University of Indianapolis 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Boston University's Center for Digital Imaging and Arts 2010 — 2011
Photography
Purdue University 2006 — 2010
B.A., Fine Arts
Goldman Sachs January 2015 - Present
Breanna Moore Photography November 2009 - Present
OneAmerica Financial Partners Inc. September 2013 - December 2014
Jungclaus-Campbell Co., Inc. August 2011 - September 2013
Lausch Photography August 2008 - June 2009
Education
University of Indianapolis 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Boston University's Center for Digital Imaging and Arts 2010 — 2011
Photography
Purdue University 2006 — 2010
B.A., Fine Arts
CJ Freeman's OneAmerica Financial Partners Inc. Experience March 2013 - Present
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
Dean Ojeda's OneAmerica Financial Partners Inc. Experience October 2007 - Present
Job Plan Administrator II at OneAmerica, LLC
Industry Banking
Experience
OneAmerica Financial Partners Inc. October 2007 - Present
First Allied Securities, Inc. 2000 - 2006
Union Bank 1994 - 2000
Skills
Wealth Management, Securities, Mutual Funds, Portfolio Management, Investments, Strategic Financial..., Financial Analysis, Asset Allocation, Banking, Equities, 401k, Retirement, Financial Modeling, Wealth Management..., High Net Worth..., Financial Services
Education
Southwestern College
OneAmerica Financial Partners Inc. October 2007 - Present
First Allied Securities, Inc. 2000 - 2006
Union Bank 1994 - 2000
Skills
Wealth Management, Securities, Mutual Funds, Portfolio Management, Investments, Strategic Financial..., Financial Analysis, Asset Allocation, Banking, Equities, 401k, Retirement, Financial Modeling, Wealth Management..., High Net Worth..., Financial Services
Education
Southwestern College
Tem Miller's OneAmerica Financial Partners Inc. Experience 2007 - 2010
Job
Industry Financial Services
Experience
AXA Equitable March 2012 - Present
The Standard January 2010 - December 2012
OneAmerica Financial Partners Inc. 2007 - 2010
USI Consulting Group 2003 - 2006
Skills
Series 7, 401k, Series 6, Fixed Annuities, Life Insurance, Retirement, Retirement Planning, Insurance, Disability Insurance, Investments, Health Insurance, Strategic Financial..., Securities
Education
The University of Tennessee at Chattanooga 1987 — 1990
Master's degree studies, Finance, General
Sewanee-The University of the South 1968 — 1972
Bachelor of Arts (B.A.), Economics, 3.0
AXA Equitable March 2012 - Present
The Standard January 2010 - December 2012
OneAmerica Financial Partners Inc. 2007 - 2010
USI Consulting Group 2003 - 2006
Skills
Series 7, 401k, Series 6, Fixed Annuities, Life Insurance, Retirement, Retirement Planning, Insurance, Disability Insurance, Investments, Health Insurance, Strategic Financial..., Securities
Education
The University of Tennessee at Chattanooga 1987 — 1990
Master's degree studies, Finance, General
Sewanee-The University of the South 1968 — 1972
Bachelor of Arts (B.A.), Economics, 3.0
Chris Cataldo's OneAmerica Financial Partners Inc. Experience January 2011 - February 2014
Job Equipment Sales Representative, Atlas GlenMor
Industry Oil & Energy
Experience
Atlas Glen-Mor February 2014 - Present
OneAmerica Financial Partners Inc. January 2011 - February 2014
Education
University of Massachusetts, Amherst
Atlas Glen-Mor February 2014 - Present
OneAmerica Financial Partners Inc. January 2011 - February 2014
Education
University of Massachusetts, Amherst
Andrew Tridico's OneAmerica Financial Partners Inc. Experience November 1999 - February 2013
Job Mortgage Broker at Channelwood Mortgage
Industry Financial Services
Experience
Channelwood Mortgage June 2013 - Present
Channelwood Mortgage, Inc February 2013 - June 2013
OneAmerica Financial Partners Inc. November 1999 - February 2013
OneAmerica Financial Partners Inc. November 1999 - February 2013
Education
Ohio University 1991 — 1996
Channelwood Mortgage June 2013 - Present
Channelwood Mortgage, Inc February 2013 - June 2013
OneAmerica Financial Partners Inc. November 1999 - February 2013
OneAmerica Financial Partners Inc. November 1999 - February 2013
Education
Ohio University 1991 — 1996
Kyle Leavitt's OneAmerica Financial Partners Inc. Experience May 2014 - July 2014
Job ADP at Lincoln Financial Group
Industry Insurance
Experience
OneAmerica Financial Partners Inc. May 2014 - July 2014
Allstate May 2013 - August 2013
Allianz of America, Inc. May 2010 - May 2010
Milliman June 2009 - July 2009
Skills
Leadership, Program Management, Time Management, Microsoft Excel, Research, Product Development, Insurance, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Team Leadership, Statistics
Education
Purdue University 2012 — 2014
Actuarial Science and Statistics with minor in Business Management
Staples High School 2007 — 2010
OneAmerica Financial Partners Inc. May 2014 - July 2014
Allstate May 2013 - August 2013
Allianz of America, Inc. May 2010 - May 2010
Milliman June 2009 - July 2009
Skills
Leadership, Program Management, Time Management, Microsoft Excel, Research, Product Development, Insurance, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Public Speaking, Team Leadership, Statistics
Education
Purdue University 2012 — 2014
Actuarial Science and Statistics with minor in Business Management
Staples High School 2007 — 2010
Brian Wade's OneAmerica Financial Partners Inc. Experience 2008 - 2013
Job Chief Marketing Strategist | Digital Marketing | Video Marketing | Local SEO | Lead Generation | Online Marketing | SEM
Industry Marketing and Advertising
Experience
BGW Consulting Group, LLC 1990 - Present
OneAmerica Financial Partners, Inc. 2008 - 2013
OneAmerica Financial Partners Inc. 2002 - 2008
OneAmerica Financial Partners Inc. 1998 - 2002
BottomLine Consulting 1985 - 1990
Skills
Search Engine..., Online Marketing, Marketing Strategy, Internet Marketing, Video Marketing, Media Services, Leadership, Strategic Planning, Social Media Marketing, SEO, Customer Service, CRM, Process Improvement, IT Management, Training, Performance Management, Project Planning, Team Leadership, Management, Strategic Partnerships, Customer Satisfaction, Program Management, Team Building, Mentoring, Consulting, Workforce Management, Integrated Marketing, Financial Services, Strategy, Marketing, Sales, Business Analysis, Vendor Management, Digital Marketing, Web Analytics, PPC, Social Media, Visio, Networking, Business Development, Web Design, Affiliate Marketing, Online Advertising, Email Marketing, Lead Generation, Marketing Communications, Direct Marketing, New Business Development, Analysis, Social Networking
Education
Southern Methodist University
Economics Corporate Public Relations
BGW Consulting Group, LLC 1990 - Present
OneAmerica Financial Partners, Inc. 2008 - 2013
OneAmerica Financial Partners Inc. 2002 - 2008
OneAmerica Financial Partners Inc. 1998 - 2002
BottomLine Consulting 1985 - 1990
Skills
Search Engine..., Online Marketing, Marketing Strategy, Internet Marketing, Video Marketing, Media Services, Leadership, Strategic Planning, Social Media Marketing, SEO, Customer Service, CRM, Process Improvement, IT Management, Training, Performance Management, Project Planning, Team Leadership, Management, Strategic Partnerships, Customer Satisfaction, Program Management, Team Building, Mentoring, Consulting, Workforce Management, Integrated Marketing, Financial Services, Strategy, Marketing, Sales, Business Analysis, Vendor Management, Digital Marketing, Web Analytics, PPC, Social Media, Visio, Networking, Business Development, Web Design, Affiliate Marketing, Online Advertising, Email Marketing, Lead Generation, Marketing Communications, Direct Marketing, New Business Development, Analysis, Social Networking
Education
Southern Methodist University
Economics Corporate Public Relations
James Ringer's OneAmerica Financial Partners Inc. Experience May 2013 - July 2013
Job Hourly Trader at ACES – excellence in energy
Industry Higher Education
Experience
ACES – excellence in energy July 2014 - Present
Celadon Group Inc. January 2014 - July 2014
University of Indianapolis August 2010 - May 2014
OneAmerica Financial Partners Inc. May 2013 - July 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Event Planning, Teamwork, Social Media, Research, Time Management
Education
University of Indianapolis 2013 — 2015
Master of Business Administration (M.B.A.)
University of Indianapolis - School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance; Minor in Accounting and Economics, Summa Cum Laude
ACES – excellence in energy July 2014 - Present
Celadon Group Inc. January 2014 - July 2014
University of Indianapolis August 2010 - May 2014
OneAmerica Financial Partners Inc. May 2013 - July 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Event Planning, Teamwork, Social Media, Research, Time Management
Education
University of Indianapolis 2013 — 2015
Master of Business Administration (M.B.A.)
University of Indianapolis - School of Business 2010 — 2014
Bachelor of Science (B.S.), Finance; Minor in Accounting and Economics, Summa Cum Laude
Valerie Langley's OneAmerica Financial Partners Inc. Experience August 2007 - Present
Job Sales Administrator at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. August 2007 - Present
Education
St. Catherine University
Bachelor's degree, Political Science & Spanish
OneAmerica Financial Partners Inc. August 2007 - Present
Education
St. Catherine University
Bachelor's degree, Political Science & Spanish
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.