Pacific Life Insurance Company
Industry: Insurance company
DescriptionPacific Life Insurance Company is an American insurance company providing life insurance products, annuities, and mutual funds, and offers a variety of investment products and services to individuals, businesses, and pension plans. Pacific Life also counts more than half of the 100 largest U.S. companies as clients. Headquarters: Newport Beach, CA CEO: James T. Morris (Apr 2, 2007–) Parent organization: Pacific Mutual Holding Company Number of employees: 3,578 (2017) Chief information officer: Mike Shadler Subsidiaries: Swell Investing LLC, Aviation Capital Group Corp.,
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Pacific Life Insurance Company Employees
Employee
Years
Job
Industry
Scott M. Miller Scott M. Miller's Pacific Life Insurance Company Experience April 2000 - January 2007
Job National Accounts Manager Medical Technology Leasing
Industry Financial Services
Experience
Partners Capital Group - Medical/Technology Equipment Leasing March 2015 - Present
Reliant Life Shares, LLC June 2013 - February 2015
The Lifeline Program June 2011 - December 2012
Morgan Stanley Smith Barney December 2009 - June 2011
Life Settlement Solutions, Inc. February 2007 - December 2008
Pacific Life Insurance Company April 2000 - January 2007
J. Paul Buchanan & Associates, Inc. January 1997 - April 2000
FINOVA Capital Corporation 1993 - December 1996
Skills
Retirement Planning, Alternative Investments, Series 7, Mutual Funds, Investments, Portfolio Management, Life Insurance and..., Variable Annuities, Sales, Financial Planners, Regional Wholesaling..., Alternative..., Insurance, Securities, Wealth Management, Advanced Life Insurance..., Financial Advisory, Strategic Financial..., Asset Allocation, Finance, Series 63, Investment Advisory, Wealth, National Conference..., Retirement Planning..., Corporate Finance and..., Index ETF's & Mutual..., Wirehouse Managed Money..., Defined Contribution &..., FINRA Series 7 General..., FINRA Series 66..., California Life &..., Corporate Cash..., Seperate Managed..., Financial Services, Series 65, Separately Managed..., Structured Products, Hedge Funds, Fixed Income, Wealth Management..., Private Banking, ETFs, Radiology Equipment..., Medical Systems..., Vendor Relationship..., Commercial Credit..., Healthcare..., Equipment Lease..., Healthcare Real Estate...
Education
California State University-Long Beach - College of Business Administration 1982 — 1984
B.S., Business Administration/Marketing Management
Corona del Mar High
Diploma, Liberal Arts and Sciences/Liberal Studies
Partners Capital Group - Medical/Technology Equipment Leasing March 2015 - Present
Reliant Life Shares, LLC June 2013 - February 2015
The Lifeline Program June 2011 - December 2012
Morgan Stanley Smith Barney December 2009 - June 2011
Life Settlement Solutions, Inc. February 2007 - December 2008
Pacific Life Insurance Company April 2000 - January 2007
J. Paul Buchanan & Associates, Inc. January 1997 - April 2000
FINOVA Capital Corporation 1993 - December 1996
Skills
Retirement Planning, Alternative Investments, Series 7, Mutual Funds, Investments, Portfolio Management, Life Insurance and..., Variable Annuities, Sales, Financial Planners, Regional Wholesaling..., Alternative..., Insurance, Securities, Wealth Management, Advanced Life Insurance..., Financial Advisory, Strategic Financial..., Asset Allocation, Finance, Series 63, Investment Advisory, Wealth, National Conference..., Retirement Planning..., Corporate Finance and..., Index ETF's & Mutual..., Wirehouse Managed Money..., Defined Contribution &..., FINRA Series 7 General..., FINRA Series 66..., California Life &..., Corporate Cash..., Seperate Managed..., Financial Services, Series 65, Separately Managed..., Structured Products, Hedge Funds, Fixed Income, Wealth Management..., Private Banking, ETFs, Radiology Equipment..., Medical Systems..., Vendor Relationship..., Commercial Credit..., Healthcare..., Equipment Lease..., Healthcare Real Estate...
Education
California State University-Long Beach - College of Business Administration 1982 — 1984
B.S., Business Administration/Marketing Management
Corona del Mar High
Diploma, Liberal Arts and Sciences/Liberal Studies
Jane Forbes, CFP®, CLU®, CLTC Jane Forbes, CFP®, CLU®, CLTC's Pacific Life Insurance Company Experience January 2012 - Present
Job LTC Regional Director at Pacific Life Insurance Company South Central Territory
Industry Financial Services
Experience
Pacific Life Insurance Company January 2012 - Present
Lincoln Financial Group 2007 - 2012
Wachovia Insurance Services 2005 - 2007
Hartford Life 2003 - 2005
Skills
Long Term Care Insurance, Financial Planning
Education
Drake University
Bachelor's Degree, Business Administration and Management, General
Des Moines Area Community College
Associate's Degree, Legal Assistant/Paralegal
Pacific Life Insurance Company January 2012 - Present
Lincoln Financial Group 2007 - 2012
Wachovia Insurance Services 2005 - 2007
Hartford Life 2003 - 2005
Skills
Long Term Care Insurance, Financial Planning
Education
Drake University
Bachelor's Degree, Business Administration and Management, General
Des Moines Area Community College
Associate's Degree, Legal Assistant/Paralegal
George Paulik George Paulik's Pacific Life Insurance Company Experience December 1999 - Present
Job Sr Field VP & National Sales Manager at Pacific Life
Industry Financial Services
Experience
Pacific Life Insurance Company December 1999 - Present
Skills
Coaching, Consultative Sales, Long-Term Care, Practice Management, Public Speaking, Strategic Planning
Education
Eastern Illinois University
BS and MS, History and Counseling Psychology, 1966 -1970, 1973
Pacific Life Insurance Company December 1999 - Present
Skills
Coaching, Consultative Sales, Long-Term Care, Practice Management, Public Speaking, Strategic Planning
Education
Eastern Illinois University
BS and MS, History and Counseling Psychology, 1966 -1970, 1973
Tennyson Oyler's Pacific Life Insurance Company Experience July 2002 - Present
Job Vice President, Brand Management & Public Affairs
Industry Insurance
Experience
Pacific Life Insurance Company July 2002 - Present
Pacific Life Foundation November 2009 - Present
Skills
Strategic Communications, Public Relations, Strategic Planning, Corporate Communications, Media Relations, Event Planning, Marketing Communications, Internal Communications, Social Media, Non-profits, Marketing Strategy, Insurance, Marketing, Web Content, Trademarks, Community Outreach, Corporate Branding, Advertising, SEO, Management, Fundraising, Community Development, Strategy, Brand Management
Education
University of California, Irvine - The Paul Merage School of Business 2006 — 2009
M.B.A.
Brigham Young University 1997 — 2002
Bachelor's Degree, International Studies
Pacific Life Insurance Company July 2002 - Present
Pacific Life Foundation November 2009 - Present
Skills
Strategic Communications, Public Relations, Strategic Planning, Corporate Communications, Media Relations, Event Planning, Marketing Communications, Internal Communications, Social Media, Non-profits, Marketing Strategy, Insurance, Marketing, Web Content, Trademarks, Community Outreach, Corporate Branding, Advertising, SEO, Management, Fundraising, Community Development, Strategy, Brand Management
Education
University of California, Irvine - The Paul Merage School of Business 2006 — 2009
M.B.A.
Brigham Young University 1997 — 2002
Bachelor's Degree, International Studies
Kevin J. Critchlow, MBA Kevin J. Critchlow, MBA's Pacific Life Insurance Company Experience February 2014 - Present
Job Systems Analyst at Pacific Life
Industry Insurance
Experience
Pacific Life Insurance Company February 2014 - Present
Pacific Dental Services, Inc. December 2012 - February 2014
Quantum Corporation January 2012 - December 2012
Skills
Systems Analysis, Business Analysis, Data Analysis, Data Validation, Information Technology, Regression Testing, IBM Mainframe, Beyond Compare, SQL, CRM, Sales Operations, Management, Access, Leadership, Process Improvement, Oracle E-Business Suite, Microsoft Excel, Microsoft Office, SAP ERP, Cross-functional Team..., Project Management, Reports
Education
Concordia University Irvine 2012 — 2014
Master of Business Administration
The Ohio State University 2006 — 2010
Bachelor of Arts, Economics
Pacific Life Insurance Company February 2014 - Present
Pacific Dental Services, Inc. December 2012 - February 2014
Quantum Corporation January 2012 - December 2012
Skills
Systems Analysis, Business Analysis, Data Analysis, Data Validation, Information Technology, Regression Testing, IBM Mainframe, Beyond Compare, SQL, CRM, Sales Operations, Management, Access, Leadership, Process Improvement, Oracle E-Business Suite, Microsoft Excel, Microsoft Office, SAP ERP, Cross-functional Team..., Project Management, Reports
Education
Concordia University Irvine 2012 — 2014
Master of Business Administration
The Ohio State University 2006 — 2010
Bachelor of Arts, Economics
Thomas Dieter, CRC® Thomas Dieter, CRC®'s Pacific Life Insurance Company Experience October 2001 - Present
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company October 2001 - Present
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Long-term Care, Consultative Sales
Education
Keene State College
Bachelor's degree
Pacific Life Insurance Company October 2001 - Present
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Long-term Care, Consultative Sales
Education
Keene State College
Bachelor's degree
Cynthia Tripp's Pacific Life Insurance Company Experience March 2010 - Present
Job Sr. Regional Marketing Specialist at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company March 2010 - Present
Clark Consulting July 2004 - November 2008
Clark Consulting June 2001 - June 2004
Clark Consulting July 1999 - May 2001
Skills
Life Insurance, Survivorship Life, Term Life Insurance, Long-term Care, Executive Benefits, Series 63, Series 6
Education
Bob Jones University 1978 — 1982
Bachelor of Science (B.S.), Mathematics Teacher Education
Pacific Life Insurance Company March 2010 - Present
Clark Consulting July 2004 - November 2008
Clark Consulting June 2001 - June 2004
Clark Consulting July 1999 - May 2001
Skills
Life Insurance, Survivorship Life, Term Life Insurance, Long-term Care, Executive Benefits, Series 63, Series 6
Education
Bob Jones University 1978 — 1982
Bachelor of Science (B.S.), Mathematics Teacher Education
Steve Gregg, CFP®, CLU®'s Pacific Life Insurance Company Experience September 2013 - Present
Job PRIME Regional Specialist
Industry Financial Services
Experience
Pacific Life Insurance Company September 2013 - Present
First Heartland Capital, Inc. January 2013 - September 2013
The State Life Insurance Company 2001 - 2012
Self employed entertainer April 1992 - August 2001
Skills
Life Insurance, Long Term Care Insurance, Mobile Technology, Sales, Territory Account..., Webinars
Education
Ball State University - College of Business
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Pacific Life Insurance Company September 2013 - Present
First Heartland Capital, Inc. January 2013 - September 2013
The State Life Insurance Company 2001 - 2012
Self employed entertainer April 1992 - August 2001
Skills
Life Insurance, Long Term Care Insurance, Mobile Technology, Sales, Territory Account..., Webinars
Education
Ball State University - College of Business
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Brendan Collins, CFA® Brendan Collins, CFA®'s Pacific Life Insurance Company Experience October 1996 - April 2009
Job VP, Wealth Manager at Frehner Wealth Management
Industry Investment Management
Experience
Frehner Wealth Management April 2013 - Present
Morgan Stanley Smith Barney June 2010 - November 2012
Pacific Life Insurance Company October 1996 - April 2009
Pacific Investment Management Company (PIMCO) January 1992 - October 1996
Skills
Fixed Income, Portfolio Management, Investments, Alternative Investments, Bonds, Capital Markets, Trading, Asset Allocation, Investment Strategies, Structured Products, Bloomberg, Asset Management, Hedge Funds, Securities, Financial Services, Credit Derivatives, Series 7, Credit, Derivatives, Mutual Funds, Hedging, Asset Managment
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1988 — 1992
BA, Emphasis in Finance
Frehner Wealth Management April 2013 - Present
Morgan Stanley Smith Barney June 2010 - November 2012
Pacific Life Insurance Company October 1996 - April 2009
Pacific Investment Management Company (PIMCO) January 1992 - October 1996
Skills
Fixed Income, Portfolio Management, Investments, Alternative Investments, Bonds, Capital Markets, Trading, Asset Allocation, Investment Strategies, Structured Products, Bloomberg, Asset Management, Hedge Funds, Securities, Financial Services, Credit Derivatives, Series 7, Credit, Derivatives, Mutual Funds, Hedging, Asset Managment
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1988 — 1992
BA, Emphasis in Finance
Tom Cleary's Pacific Life Insurance Company Experience January 2007 - April 2015
Job Entrepreneur and Investor
Industry Investment Management
Experience
Pacific Life Insurance Company January 2007 - April 2015
Sara Lee Coffee & Tea July 1995 - July 2005
Skills
Public Speaking, Consultative Selling, Business Development, Sales Management, Mutual Funds, Fixed Annuities, Variable Annuities, Long-term Care, Series 7
Education
Creighton University 1982 — 1985
Bachelor of Arts (B.A.), History
Omaha Creighton Prep High School 1977 — 1981
Pacific Life Insurance Company January 2007 - April 2015
Sara Lee Coffee & Tea July 1995 - July 2005
Skills
Public Speaking, Consultative Selling, Business Development, Sales Management, Mutual Funds, Fixed Annuities, Variable Annuities, Long-term Care, Series 7
Education
Creighton University 1982 — 1985
Bachelor of Arts (B.A.), History
Omaha Creighton Prep High School 1977 — 1981
Nick Judkins Nick Judkins's Pacific Life Insurance Company Experience June 2015 - Present
Job Sales Associate at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company June 2015 - Present
Creighton University 2013 - 2014
Creighton University January 2013 - July 2013
Creighton University January 2013 - May 2013
Sioux Falls Pheasants July 2012 - September 2012
Skills
Coaching, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Leadership, Microsoft Word, Planning
Education
Creighton University 2010 — 2013
Bachelor's Degree, Marketing
Iowa Central Community College 2008 — 2010
Associates Degree, General Studies
Pacific Life Insurance Company June 2015 - Present
Creighton University 2013 - 2014
Creighton University January 2013 - July 2013
Creighton University January 2013 - May 2013
Sioux Falls Pheasants July 2012 - September 2012
Skills
Coaching, PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Leadership, Microsoft Word, Planning
Education
Creighton University 2010 — 2013
Bachelor's Degree, Marketing
Iowa Central Community College 2008 — 2010
Associates Degree, General Studies
Kevin Corwin, MBA, CRC® Kevin Corwin, MBA, CRC®'s Pacific Life Insurance Company Experience December 2006 - Present
Job Senior Regional Vice President at Pacific Life
Industry Financial Services
Experience
Pacific Life Insurance Company December 2006 - Present
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Long-term Care
Education
University of Phoenix 2011 — 2015
Averett University 1992 — 1994
Master of Business Administration (M.B.A.)
Oral Roberts University
Bachelor's Degree, History/English Literature
Pacific Life Insurance Company December 2006 - Present
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Long-term Care
Education
University of Phoenix 2011 — 2015
Averett University 1992 — 1994
Master of Business Administration (M.B.A.)
Oral Roberts University
Bachelor's Degree, History/English Literature
Gina Chiri-Osmond Gina Chiri-Osmond's Pacific Life Insurance Company Experience 2007 - 2008
Job Public Affairs Consultant at Mayo Clinic
Industry Hospital & Health Care
Experience
Mayo Clinic 2011 - Present
Xceed Financial Credit Union 2008 - 2011
Pacific Life Insurance Company 2007 - 2008
Lutheran Church Extension Fund 2001 - 2007
ING Equitable Life 1998 - 2000
American Media, Inc. 1995 - 2000
AmerUs Life/Aviva Life 1995 - 1998
Skills
Marketing Communications, Editing, Advertising, Corporate Communications, Strategic Communications, Management, Strategic Planning, Social Media Marketing, Research, Crisis Communications, Media Relations, Newsletters, Publications, Project Management, Internal Communications, Copywriting, Nonprofits, Communications Planning, Social Media, Public Relations, Feature Articles, Public Speaking, Fundraising, Press Releases, Integrated Marketing, Writing, Leadership, Marketing, Event Planning, Marketing Strategy, Copy Editing
Education
Iowa State University 1986 — 1991
Bachelor of Science, English, Speech, Biology
Woodward-Granger HS 1982 — 1986
Mayo Clinic 2011 - Present
Xceed Financial Credit Union 2008 - 2011
Pacific Life Insurance Company 2007 - 2008
Lutheran Church Extension Fund 2001 - 2007
ING Equitable Life 1998 - 2000
American Media, Inc. 1995 - 2000
AmerUs Life/Aviva Life 1995 - 1998
Skills
Marketing Communications, Editing, Advertising, Corporate Communications, Strategic Communications, Management, Strategic Planning, Social Media Marketing, Research, Crisis Communications, Media Relations, Newsletters, Publications, Project Management, Internal Communications, Copywriting, Nonprofits, Communications Planning, Social Media, Public Relations, Feature Articles, Public Speaking, Fundraising, Press Releases, Integrated Marketing, Writing, Leadership, Marketing, Event Planning, Marketing Strategy, Copy Editing
Education
Iowa State University 1986 — 1991
Bachelor of Science, English, Speech, Biology
Woodward-Granger HS 1982 — 1986
Kendra Bramley's Pacific Life Insurance Company Experience March 2014 - Present
Job Senior Account Manager at Pacific Life
Industry Financial Services
Experience
Pacific Life Insurance Company March 2014 - Present
Pacific Life Insurance Company April 2011 - February 2014
Pacific Life Insurance Company April 2007 - March 2011
Pacific Life Insurance Company November 2005 - March 2007
Pacific Life Insurance Company April 2004 - October 2005
Skills
Business Development, Relationship Management, Advanced Sales, Business Planning, Consultative Sales..., Financial Products, Financial Services, Fixed Annuities, Income Planning, Indexed Annuities, Industry Training, Long-term Care, Mutual Funds, Practice Management, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, Sales, Sales & Marketing, Sales Support, Series 6, Series 63, Social Security, Strategic Planning, Training, Variable Annuities
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor of Arts (BA), Speech Communication
Pacific Life Insurance Company March 2014 - Present
Pacific Life Insurance Company April 2011 - February 2014
Pacific Life Insurance Company April 2007 - March 2011
Pacific Life Insurance Company November 2005 - March 2007
Pacific Life Insurance Company April 2004 - October 2005
Skills
Business Development, Relationship Management, Advanced Sales, Business Planning, Consultative Sales..., Financial Products, Financial Services, Fixed Annuities, Income Planning, Indexed Annuities, Industry Training, Long-term Care, Mutual Funds, Practice Management, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, Sales, Sales & Marketing, Sales Support, Series 6, Series 63, Social Security, Strategic Planning, Training, Variable Annuities
Education
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor of Arts (BA), Speech Communication
Lisa Bynum Lisa Bynum's Pacific Life Insurance Company Experience February 2011 - Present
Job Marketing and Event Managment
Industry Financial Services
Experience
Pacific Life Insurance Company February 2011 - Present
Pacific Life December 2000 - February 2011
Satellite Marketing May 1999 - December 2000
Tone Software 1998 - 1999
Visionary Design Systems 1996 - 1998
Skills
Marketing Communications, Corporate Communications, Internal Communications, Marketing Strategy, Collateral, Event Planning, Strategic Communications, Public Relations, Marketing, Social Media, Event Management, Email Marketing, Content Management, Advertising, Direct Marketing, Copywriting, Project Management, Newsletters, Content Development, Marketing Management, Management, Copy Editing, Creative Strategy
Education
California State University-Long Beach 1995 — 1997
Bachelor of Arts (B.A.), Film and Electronic Arts
Pacific Life Insurance Company February 2011 - Present
Pacific Life December 2000 - February 2011
Satellite Marketing May 1999 - December 2000
Tone Software 1998 - 1999
Visionary Design Systems 1996 - 1998
Skills
Marketing Communications, Corporate Communications, Internal Communications, Marketing Strategy, Collateral, Event Planning, Strategic Communications, Public Relations, Marketing, Social Media, Event Management, Email Marketing, Content Management, Advertising, Direct Marketing, Copywriting, Project Management, Newsletters, Content Development, Marketing Management, Management, Copy Editing, Creative Strategy
Education
California State University-Long Beach 1995 — 1997
Bachelor of Arts (B.A.), Film and Electronic Arts
Peter Preu, CLU®, CRPC®'s Pacific Life Insurance Company Experience June 2010 - Present
Job Field Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company June 2010 - Present
UBS Financial Services, Inc. July 2009 - March 2010
UBS Financial Services, Inc. August 2006 - June 2009
UBS Financial Services, Inc September 2004 - August 2006
Capitas Financial December 2002 - September 2004
UBS Financial Services, Inc. April 1992 - December 2002
Skills
Advanced Sales, Executive Benefits, Estate Planning, Financial Services, Life Insurance, Retirement Planning
Education
University of South Florida 1978 — 1982
BA, Marketing
College for Financial Planning
CRPC, Retirement and Financial Planning
The American College
CLU, Insurance and Financial Planning
Pacific Life Insurance Company June 2010 - Present
UBS Financial Services, Inc. July 2009 - March 2010
UBS Financial Services, Inc. August 2006 - June 2009
UBS Financial Services, Inc September 2004 - August 2006
Capitas Financial December 2002 - September 2004
UBS Financial Services, Inc. April 1992 - December 2002
Skills
Advanced Sales, Executive Benefits, Estate Planning, Financial Services, Life Insurance, Retirement Planning
Education
University of South Florida 1978 — 1982
BA, Marketing
College for Financial Planning
CRPC, Retirement and Financial Planning
The American College
CLU, Insurance and Financial Planning
Eddie Franco Eddie Franco's Pacific Life Insurance Company Experience January 2015 - Present
Job LongTerm Care Internal Wholesaler at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company January 2015 - Present
Eagle Mortgage May 2014 - December 2014
Consolidated Solutions Group January 2005 - March 2014
Skills
Sales, Advanced Sales, B2B, Consultative Sales, Customer Relations, Customer Service, East Region, Financial Products, Financial Services, Long-term Care, Problem Solving, Sales & Marketing, Sales Support, Series 6, Social Media, Team Building
Education
University of Nebraska at Omaha 2004 — 2006
Iowa State University 2001 — 2002
Pacific Life Insurance Company January 2015 - Present
Eagle Mortgage May 2014 - December 2014
Consolidated Solutions Group January 2005 - March 2014
Skills
Sales, Advanced Sales, B2B, Consultative Sales, Customer Relations, Customer Service, East Region, Financial Products, Financial Services, Long-term Care, Problem Solving, Sales & Marketing, Sales Support, Series 6, Social Media, Team Building
Education
University of Nebraska at Omaha 2004 — 2006
Iowa State University 2001 — 2002
Toby Anderson Toby Anderson's Pacific Life Insurance Company Experience March 2014 - Present
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company March 2014 - Present
ING Investment Management October 2011 - February 2014
Carey Financial, LLC October 2008 - October 2011
Wells Real Estate Funds 2003 - 2008
Skills
Series 63, Variable Annuities, Mutual Funds, Series 7, Fixed Annuities, Long-term Care, Public Speaking
Education
Auburn University 1992 — 1996
Bachelor of Science, Finance
Pacific Life Insurance Company March 2014 - Present
ING Investment Management October 2011 - February 2014
Carey Financial, LLC October 2008 - October 2011
Wells Real Estate Funds 2003 - 2008
Skills
Series 63, Variable Annuities, Mutual Funds, Series 7, Fixed Annuities, Long-term Care, Public Speaking
Education
Auburn University 1992 — 1996
Bachelor of Science, Finance
Jim Lundin Jim Lundin's Pacific Life Insurance Company Experience February 2003 - Present
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company February 2003 - Present
Skills
401k, Advanced Sales Training, Asset Allocation, Annuity Sales, Building Business..., Business Development, Business Planning, Presentation Coaching, Consultative Sales..., Family Protection, Financial Products, Financial Services, Financial Markets, Fixed Income Strategies, Individual(k), Industry Training, IRAs, Long-term Care, Mutual Funds, Practice Management, Product Training, Public Speaking
Education
Illinois State University 1980 — 1985
Bachelor of Science (B.S.), Political Science and Government
Pacific Life Insurance Company February 2003 - Present
Skills
401k, Advanced Sales Training, Asset Allocation, Annuity Sales, Building Business..., Business Development, Business Planning, Presentation Coaching, Consultative Sales..., Family Protection, Financial Products, Financial Services, Financial Markets, Fixed Income Strategies, Individual(k), Industry Training, IRAs, Long-term Care, Mutual Funds, Practice Management, Product Training, Public Speaking
Education
Illinois State University 1980 — 1985
Bachelor of Science (B.S.), Political Science and Government
Ellen Globerman Ellen Globerman's Pacific Life Insurance Company Experience October 1999 - February 2009
Job Administrative Assistant at Banta Asset Management, and
Industry Financial Services
Experience
Banta Asset Management, and March 2012 - Present
Sharp Electronics Corporation (outsourced thru Adecco Staffing Services) June 2011 - November 2011
Pacific Life Insurance Company October 1999 - February 2009
GUCCI timepieces November 1993 - January 1999
Skills
Applicant Tracking..., Microsoft Excel, Invoicing, Marketing, Administrative..., Insurance, Human Resources, Training, Project Management
Education
California State University-Los Angeles
None, General
Banta Asset Management, and March 2012 - Present
Sharp Electronics Corporation (outsourced thru Adecco Staffing Services) June 2011 - November 2011
Pacific Life Insurance Company October 1999 - February 2009
GUCCI timepieces November 1993 - January 1999
Skills
Applicant Tracking..., Microsoft Excel, Invoicing, Marketing, Administrative..., Insurance, Human Resources, Training, Project Management
Education
California State University-Los Angeles
None, General
Clarence Tooles's Pacific Life Insurance Company Experience February 2015 - Present
Job Sales Associate at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company February 2015 - Present
AXA Equitable May 2011 - June 2012
Education
Creighton University 2013 — 2016
Master of Business Administration (M.B.A.), Finance
Pepperdine University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Pacific Life Insurance Company February 2015 - Present
AXA Equitable May 2011 - June 2012
Education
Creighton University 2013 — 2016
Master of Business Administration (M.B.A.), Finance
Pepperdine University 2007 — 2011
Bachelor of Arts (B.A.), Economics
David DiAntonio, CRC® David DiAntonio, CRC®'s Pacific Life Insurance Company Experience August 2007 - Present
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company August 2007 - Present
AXA Distributors 2005 - 2007
New York Life Insurance Company 2004 - 2005
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Long-term Care, Series 7, Series 63, 401k, Public Speaking, Consultative Selling, Brainshark, Financial Institutions..., Income Planning, Income Protection, Legacy Strategies
Education
Drew University 1999 — 2003
Bachelor's degree, Political Science and Government
Pacific Life Insurance Company August 2007 - Present
AXA Distributors 2005 - 2007
New York Life Insurance Company 2004 - 2005
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Long-term Care, Series 7, Series 63, 401k, Public Speaking, Consultative Selling, Brainshark, Financial Institutions..., Income Planning, Income Protection, Legacy Strategies
Education
Drew University 1999 — 2003
Bachelor's degree, Political Science and Government
Christine Tucker Christine Tucker's Pacific Life Insurance Company Experience August 2008 - Present
Job Vice President, Marketing at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company August 2008 - Present
MetLife October 2007 - August 2008
Retirement Solutions, LLC June 2004 - October 2007
Jackson National Life December 1995 - June 2003
Talbot Financial Distributors 1991 - 1995
First Annuity Corp. 1985 - 1990
Skills
Financial Services, Marketing Strategy, Digital Marketing, Retirement, Relationship Management, Marketing Communications, B2B, Variable Annuities, Series 6, Series 63, Fixed Annuities, Mutual Funds, Retirement Planning
Education
California State University-Fullerton
Economics/Political Science
Santa Monica College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Pacific Life Insurance Company August 2008 - Present
MetLife October 2007 - August 2008
Retirement Solutions, LLC June 2004 - October 2007
Jackson National Life December 1995 - June 2003
Talbot Financial Distributors 1991 - 1995
First Annuity Corp. 1985 - 1990
Skills
Financial Services, Marketing Strategy, Digital Marketing, Retirement, Relationship Management, Marketing Communications, B2B, Variable Annuities, Series 6, Series 63, Fixed Annuities, Mutual Funds, Retirement Planning
Education
California State University-Fullerton
Economics/Political Science
Santa Monica College
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Mirei Hong's Pacific Life Insurance Company Experience January 2002 - June 2006
Job Assistant Vice President, Compliance at Oaktree Capital Management
Industry Investment Management
Experience
Oaktree Capital Management March 2013 - Present
PIMCO June 2006 - March 2013
Pacific Life Insurance Company January 2002 - June 2006
Skills
Mutual Funds, Hedge Funds, FINRA, Private Equity, Regulatory Compliance, Marketing Compliance, Investment Advisers Act, GIPS Compliance, Fixed Income, Broker-Dealer, Investment Management
Education
California State University-Fullerton 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Oaktree Capital Management March 2013 - Present
PIMCO June 2006 - March 2013
Pacific Life Insurance Company January 2002 - June 2006
Skills
Mutual Funds, Hedge Funds, FINRA, Private Equity, Regulatory Compliance, Marketing Compliance, Investment Advisers Act, GIPS Compliance, Fixed Income, Broker-Dealer, Investment Management
Education
California State University-Fullerton 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Heather Caldwell Ross Heather Caldwell Ross's Pacific Life Insurance Company Experience August 2001 - August 2005
Job 401(k) Retirement Plan Writer & Marketing Consultant
Industry Financial Services
Experience
Caldwell Ross Communications April 2012 - Present
BlackRock March 2011 - May 2012
BlackRock July 2010 - March 2011
BlackRock February 2009 - July 2010
Crimson Investment June 2008 - January 2009
LRG Capital Group September 2007 - June 2008
Charles Schwab & Co. May 2007 - September 2007
N/A December 2005 - May 2007
Pacific Life Insurance Company August 2001 - August 2005
Trinity Communications February 1998 - August 2001
Skills
Strategy, Marketing, Social Media, Content Development, Defined Contribution, Value Propositions, Series 7, Mutual Funds, Investments, Asset Managment, Wealth Management, Financial Services, ETFs, Retirement Planning, Asset Allocation, Portfolio Management, Alternative Investments, Strategic Financial..., Retirement, Relationship Management, Fixed Annuities, Start-ups, Asset Management, Financial Advisory, Private Equity, Investment Management, Integrated Marketing, Marketing Strategy, Financial Planning
Education
U.C. Berkeley, Certified Financial Planner Program 2006 — 2007
Financial Planning
Boston University, Public Communications Institute
Denison University
B.A., History
Caldwell Ross Communications April 2012 - Present
BlackRock March 2011 - May 2012
BlackRock July 2010 - March 2011
BlackRock February 2009 - July 2010
Crimson Investment June 2008 - January 2009
LRG Capital Group September 2007 - June 2008
Charles Schwab & Co. May 2007 - September 2007
N/A December 2005 - May 2007
Pacific Life Insurance Company August 2001 - August 2005
Trinity Communications February 1998 - August 2001
Skills
Strategy, Marketing, Social Media, Content Development, Defined Contribution, Value Propositions, Series 7, Mutual Funds, Investments, Asset Managment, Wealth Management, Financial Services, ETFs, Retirement Planning, Asset Allocation, Portfolio Management, Alternative Investments, Strategic Financial..., Retirement, Relationship Management, Fixed Annuities, Start-ups, Asset Management, Financial Advisory, Private Equity, Investment Management, Integrated Marketing, Marketing Strategy, Financial Planning
Education
U.C. Berkeley, Certified Financial Planner Program 2006 — 2007
Financial Planning
Boston University, Public Communications Institute
Denison University
B.A., History
Randy Pierson, CLU, LUTCF's Pacific Life Insurance Company Experience July 2002 - July 2007
Job Sales Acceleration Specialist Working Nationally in Life & Annuities
Industry Insurance
Experience
Gordon Marketing September 2009 - Present
Beneficial Financial Group February 2008 - September 2009
Financial Resource Advisors, LLC July 2007 - February 2008
Pacific Life Insurance Company July 2002 - July 2007
Provident Mutual Insurance and Financial Services March 2000 - July 2002
Berkshire Life November 1997 - March 2000
Massachusetts Mutual Life October 1996 - November 1997
Skills
Insurance, Estate Planning, Business Planning, Investments, Buy-sell Agreements, Equity Indexed Annuities, Life Insurance, Disability Insurance, Universal Life, Succession Planning, Tax Advisory, Business Development, Fixed Annuities, Whole Life, Sales, Leadership, Long-term Care, Health Insurance, Small Business, Management, General Insurance, Retirement, Term Life Insurance, Retirement Planning, Critical Illness, Sales Management, Strategic Financial..., Recruiting, Medicare, Series 63, Customer Retention, Wealth, Employee Benefits, Marketing, Health Savings Accounts, Long Term Care Insurance, Accident, Training, Brokers, Key Person Insurance, Financial Advisory, Financial Planners, Underwriting, Property & Casualty..., Series 6, Claim, IRAs, Financial Services, Wealth Management, Variable Annuities
Education
Ball State University 1984 — 1988
BS, Business Management
Gordon Marketing September 2009 - Present
Beneficial Financial Group February 2008 - September 2009
Financial Resource Advisors, LLC July 2007 - February 2008
Pacific Life Insurance Company July 2002 - July 2007
Provident Mutual Insurance and Financial Services March 2000 - July 2002
Berkshire Life November 1997 - March 2000
Massachusetts Mutual Life October 1996 - November 1997
Skills
Insurance, Estate Planning, Business Planning, Investments, Buy-sell Agreements, Equity Indexed Annuities, Life Insurance, Disability Insurance, Universal Life, Succession Planning, Tax Advisory, Business Development, Fixed Annuities, Whole Life, Sales, Leadership, Long-term Care, Health Insurance, Small Business, Management, General Insurance, Retirement, Term Life Insurance, Retirement Planning, Critical Illness, Sales Management, Strategic Financial..., Recruiting, Medicare, Series 63, Customer Retention, Wealth, Employee Benefits, Marketing, Health Savings Accounts, Long Term Care Insurance, Accident, Training, Brokers, Key Person Insurance, Financial Advisory, Financial Planners, Underwriting, Property & Casualty..., Series 6, Claim, IRAs, Financial Services, Wealth Management, Variable Annuities
Education
Ball State University 1984 — 1988
BS, Business Management
Chris Aguirre Chris Aguirre's Pacific Life Insurance Company Experience September 2013 - Present
Job PRIME Regional Specialist
Industry Financial Services
Experience
Pacific Life Insurance Company September 2013 - Present
Lincoln Investment Planning September 2011 - September 2013
Legacy Planning Partners November 2009 - September 2011
Insurance Opportunities 2008 - 2009
Coventry First, LLC February 2003 - January 2008
Lincoln Financial Group 2000 - 2003
Education
Hamilton College
Economics
Saint Joseph's University
B.S., Finance
Pacific Life Insurance Company September 2013 - Present
Lincoln Investment Planning September 2011 - September 2013
Legacy Planning Partners November 2009 - September 2011
Insurance Opportunities 2008 - 2009
Coventry First, LLC February 2003 - January 2008
Lincoln Financial Group 2000 - 2003
Education
Hamilton College
Economics
Saint Joseph's University
B.S., Finance
Andrew Roberts Andrew Roberts's Pacific Life Insurance Company Experience February 2015 - Present
Job Field Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company February 2015 - Present
MassMutual Financial Group January 2013 - January 2015
Grainger 2012 - 2013
Legendary Entertainment April 2012 - May 2012
Protective Life 1997 - 2011
Xtra Innings Baseball School 2000 - 2007
National Association of Professional Baseball Leagues 1999 - 2006
Skills
Life Insurance, Sales, Financial Services, Advanced Sales, Estate Planning, Term Life Insurance, New Business Development, Long-term Care, Business Planning, Marketing, Business Development, Coaching, Public Speaking, Training, Series 63, Series 6, Retirement Strategies
Education
Birmingham-Southern College 1992 — 1997
Double Major: BA in Finance, BA in International Business, Minor in Spanish, Business Finance and Spanish
Henry Clay High School in Lexington, KY 1990 — 1992
Dale Carnegie Training
Dimensions of Professional Selling
Fusion Sales Training
John Maxwell School of Leadership
Sandler Sales Training
Pacific Life Insurance Company February 2015 - Present
MassMutual Financial Group January 2013 - January 2015
Grainger 2012 - 2013
Legendary Entertainment April 2012 - May 2012
Protective Life 1997 - 2011
Xtra Innings Baseball School 2000 - 2007
National Association of Professional Baseball Leagues 1999 - 2006
Skills
Life Insurance, Sales, Financial Services, Advanced Sales, Estate Planning, Term Life Insurance, New Business Development, Long-term Care, Business Planning, Marketing, Business Development, Coaching, Public Speaking, Training, Series 63, Series 6, Retirement Strategies
Education
Birmingham-Southern College 1992 — 1997
Double Major: BA in Finance, BA in International Business, Minor in Spanish, Business Finance and Spanish
Henry Clay High School in Lexington, KY 1990 — 1992
Dale Carnegie Training
Dimensions of Professional Selling
Fusion Sales Training
John Maxwell School of Leadership
Sandler Sales Training
Gregory Streuber Gregory Streuber's Pacific Life Insurance Company Experience 2012 - Present
Job Field Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company 2012 - Present
Western Reserve (AEGON/Transamerica) 2002 - 2012
Bank of America Merrill Lynch 2001 - 2002
Merrill Lynch 1997 - 2001
Education
East Carolina University 1995 — 1997
Master's degree
University of Wyoming 1983 — 1989
Bachelor's degree
Pacific Life Insurance Company 2012 - Present
Western Reserve (AEGON/Transamerica) 2002 - 2012
Bank of America Merrill Lynch 2001 - 2002
Merrill Lynch 1997 - 2001
Education
East Carolina University 1995 — 1997
Master's degree
University of Wyoming 1983 — 1989
Bachelor's degree
Derek Lopez Derek Lopez's Pacific Life Insurance Company Experience January 2015 - Present
Job Internal Wholesaler at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company January 2015 - Present
State Farm October 2013 - June 2014
PNC June 2012 - March 2013
Wells Fargo March 2008 - June 2010
Skills
Life Insurance, Term Life Insurance, Financial Presentations, Customer Service, Business Development, Sales, New Business Development, Microsoft Excel, Microsoft Office, Microsoft Word, Training
Education
Kean University 2010 — 2014
B.A. Economics, Accounting and Finance
Watchung Hills Regional High School 2000 — 2004
Pacific Life Insurance Company January 2015 - Present
State Farm October 2013 - June 2014
PNC June 2012 - March 2013
Wells Fargo March 2008 - June 2010
Skills
Life Insurance, Term Life Insurance, Financial Presentations, Customer Service, Business Development, Sales, New Business Development, Microsoft Excel, Microsoft Office, Microsoft Word, Training
Education
Kean University 2010 — 2014
B.A. Economics, Accounting and Finance
Watchung Hills Regional High School 2000 — 2004
Heidi Hermreck's Pacific Life Insurance Company Experience April 2014 - Present
Job Life Internal Wholesaler at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company April 2014 - Present
Crump Insurance June 2009 - March 2014
Skills
Life Insurance, Term Life Insurance, Whole Life, Relationship Management, Sales & Marketing, Marketing Communications, Problem Solving, Customer Relations
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Pacific Life Insurance Company April 2014 - Present
Crump Insurance June 2009 - March 2014
Skills
Life Insurance, Term Life Insurance, Whole Life, Relationship Management, Sales & Marketing, Marketing Communications, Problem Solving, Customer Relations
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Mike Kristin Mike Kristin's Pacific Life Insurance Company Experience June 2003 - Present
Job Regional Vice President Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company June 2003 - Present
DWS Scudder Investments 1997 - 2000
Scudder Investments 1995 - 2000
Education
Eastern Illinois University 1985 — 1989
BS Business, Finance
Pacific Life Insurance Company June 2003 - Present
DWS Scudder Investments 1997 - 2000
Scudder Investments 1995 - 2000
Education
Eastern Illinois University 1985 — 1989
BS Business, Finance
Edward Domanico, ChFC® CRPC® Edward Domanico, ChFC® CRPC®'s Pacific Life Insurance Company Experience October 2012 - Present
Job Field Vice President, Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company October 2012 - Present
New England Financial of North Jersey May 2011 - September 2012
Consultant April 2010 - April 2011
MetLife July 2009 - June 2010
Ameriprise Financial October 2006 - March 2009
Ameriprise Financial March 2000 - October 2006
American Express Financial Advisors 1998 - 2005
Ameriprise Financial May 1998 - March 2000
Education
The American College 2009 — 2011
Chartered Financial Consultant, ChFC®
College for Financial Planning 2006 — 2006
CRPC®
Montclair State University 1992 — 1996
BA
New Jersey Life, Accident, Health, Property & Casualty Insurance License
County College of Morris
A.A.S.
Pacific Life Insurance Company October 2012 - Present
New England Financial of North Jersey May 2011 - September 2012
Consultant April 2010 - April 2011
MetLife July 2009 - June 2010
Ameriprise Financial October 2006 - March 2009
Ameriprise Financial March 2000 - October 2006
American Express Financial Advisors 1998 - 2005
Ameriprise Financial May 1998 - March 2000
Education
The American College 2009 — 2011
Chartered Financial Consultant, ChFC®
College for Financial Planning 2006 — 2006
CRPC®
Montclair State University 1992 — 1996
BA
New Jersey Life, Accident, Health, Property & Casualty Insurance License
County College of Morris
A.A.S.
Julie Pinkerton's Pacific Life Insurance Company Experience January 2011 - Present
Job Divisional Vice President, Southeast Divisional Sales Organization, Regional Life Office distribution
Industry Financial Services
Experience
Pacific Life Insurance Company January 2011 - Present
Pacific Life Insurance Company April 2003 - December 2010
Pacific Life Insurance Company May 1998 - April 2003
Personal Production & Additional Brokerage/Wholesaling Experience January 1986 - May 1998
Skills
Advanced Sales, Business Building, Business Planning, Channel Development, Coaching, Concept Knowledge, Estate Planning, Executive Benefits, Independent Planners, Leadership, Life Insurance, Long-Term Care, Management, Marketing Strategy, Problem Solving, Relationship Management, Sales & Marketing, Series 6, Series 7, Series 24, Series 63, Succession Planning, Team Leadership, Territory Management
Education
Baylor University - Hankamer School of Business 1982 — 1985
BBA, Marketing
Pacific Life Insurance Company January 2011 - Present
Pacific Life Insurance Company April 2003 - December 2010
Pacific Life Insurance Company May 1998 - April 2003
Personal Production & Additional Brokerage/Wholesaling Experience January 1986 - May 1998
Skills
Advanced Sales, Business Building, Business Planning, Channel Development, Coaching, Concept Knowledge, Estate Planning, Executive Benefits, Independent Planners, Leadership, Life Insurance, Long-Term Care, Management, Marketing Strategy, Problem Solving, Relationship Management, Sales & Marketing, Series 6, Series 7, Series 24, Series 63, Succession Planning, Team Leadership, Territory Management
Education
Baylor University - Hankamer School of Business 1982 — 1985
BBA, Marketing
Bob Labac Bob Labac's Pacific Life Insurance Company Experience January 2015 - Present
Job Applications Development Manager Mainframe at Pacific Life Insurance Company
Industry Information Technology and Services
Experience
Pacific Life Insurance Company January 2015 - Present
Prescription Solutions, a UnitedHealth Group Company March 2011 - Present
Conectrix April 2010 - September 2010
The Capital Group Companies November 2000 - July 2009
Wyle Electronics April 2000 - November 2000
HomeBase, Inc. February 1988 - April 2000
HomeBase, Inc. May 1992 - May 1993
HomeBase, Inc February 1988 - May 1992
Skills
SDLC, Integration, SharePoint, Cross-functional Team..., Business Process, Software Development, Oracle, Disaster Recovery, CRM, Project Management, XML, Management
Education
California State University-Fullerton
B.A., Management Information Systems
Pacific Life Insurance Company January 2015 - Present
Prescription Solutions, a UnitedHealth Group Company March 2011 - Present
Conectrix April 2010 - September 2010
The Capital Group Companies November 2000 - July 2009
Wyle Electronics April 2000 - November 2000
HomeBase, Inc. February 1988 - April 2000
HomeBase, Inc. May 1992 - May 1993
HomeBase, Inc February 1988 - May 1992
Skills
SDLC, Integration, SharePoint, Cross-functional Team..., Business Process, Software Development, Oracle, Disaster Recovery, CRM, Project Management, XML, Management
Education
California State University-Fullerton
B.A., Management Information Systems
Mark Galligan's Pacific Life Insurance Company Experience May 2008 - October 2009
Job Sr. Director Data Center Operations at First American Financial
Industry Insurance
Experience
First American April 2011 - Present
Pacific Life October 2009 - April 2011
Pacific Life Insurance Company May 2008 - October 2009
Pacific Life March 2006 - April 2008
Pacific Life February 1997 - March 2006
Pacific Life February 1993 - February 1997
TRW Credit Data 1987 - 1993
Chevron 1984 - 1987
Skills
IT Service Management, Data Center, Management, IT Operations, IT Management, Leadership, Information Technology, Service-Now, Infrastructure..., IT Strategy, Service Management, IT Service Delivery, ITIL, Vendor Management, Disaster Recovery, Application Performance..., Service Level Management, SDLC, Process Improvement, Self Service, Project Planning, Cloud Computing, Security, Optimising, Infrastructure, VMware, Business Continuity, Incident Management, Enterprise Software, Governance, IT Service Catalog, Service Delivery, HP, Business Process, IT Outsourcing, Solution Architecture, Consulting, SaaS, Citrix, Storage, PMP, Virtualization, Sla, Workflow orchestration..., Workforce optimization, Data Center management, Data Center operations, Data Center automation, IBM Mainframe technology, Import Export
Education
Cypress College 1982 — 1983
Automotive Mechanics and Service
St. Joseph
First American April 2011 - Present
Pacific Life October 2009 - April 2011
Pacific Life Insurance Company May 2008 - October 2009
Pacific Life March 2006 - April 2008
Pacific Life February 1997 - March 2006
Pacific Life February 1993 - February 1997
TRW Credit Data 1987 - 1993
Chevron 1984 - 1987
Skills
IT Service Management, Data Center, Management, IT Operations, IT Management, Leadership, Information Technology, Service-Now, Infrastructure..., IT Strategy, Service Management, IT Service Delivery, ITIL, Vendor Management, Disaster Recovery, Application Performance..., Service Level Management, SDLC, Process Improvement, Self Service, Project Planning, Cloud Computing, Security, Optimising, Infrastructure, VMware, Business Continuity, Incident Management, Enterprise Software, Governance, IT Service Catalog, Service Delivery, HP, Business Process, IT Outsourcing, Solution Architecture, Consulting, SaaS, Citrix, Storage, PMP, Virtualization, Sla, Workflow orchestration..., Workforce optimization, Data Center management, Data Center operations, Data Center automation, IBM Mainframe technology, Import Export
Education
Cypress College 1982 — 1983
Automotive Mechanics and Service
St. Joseph
Chin Kim Chin Kim's Pacific Life Insurance Company Experience 1998 - Present
Job Assistant Vice President, Pacific Life
Industry Financial Services
Experience
Pacific Life Insurance Company 1998 - Present
Skills
401k, Series 6, Series 7, Series 24, Series 63, Asset Allocation, Financial Services, Mutual Funds, Retirement, Relationship Management, Retirement Planning, Variable Annuities
Education
University of Michigan 1992 — 1995
BA
California State Polytechnic University-Pomona 2001 — 2003
MBA
Pacific Life Insurance Company 1998 - Present
Skills
401k, Series 6, Series 7, Series 24, Series 63, Asset Allocation, Financial Services, Mutual Funds, Retirement, Relationship Management, Retirement Planning, Variable Annuities
Education
University of Michigan 1992 — 1995
BA
California State Polytechnic University-Pomona 2001 — 2003
MBA
Jill Dease Jill Dease's Pacific Life Insurance Company Experience May 2006 - Present
Job Senior Compliance Analyst at Pacific Life Insurance Company
Industry Insurance
Experience
Pacific Life Insurance Company May 2006 - Present
Skills
Insurance, Life Insurance, Document Drafting, Regulatory Requirements, State Laws, Analysis, Research, Compliance, Writing, Drafting Policies, Drafting Correspondence, Leadership
Education
California State University-Long Beach
BA, Art History
University of Wisconsin-River Falls
Pacific Life Insurance Company May 2006 - Present
Skills
Insurance, Life Insurance, Document Drafting, Regulatory Requirements, State Laws, Analysis, Research, Compliance, Writing, Drafting Policies, Drafting Correspondence, Leadership
Education
California State University-Long Beach
BA, Art History
University of Wisconsin-River Falls
Ross Galloway's Pacific Life Insurance Company Experience June 2010 - September 2010
Job Senior Analyst at Disney and ESPN Media Networks
Industry Broadcast Media
Experience
Disney and ESPN Media Networks March 2015 - Present
Disney and ESPN Media Networks November 2013 - March 2015
Deloitte Consulting August 2013 - November 2013
Deloitte Consulting August 2011 - August 2013
Cal Poly State University January 2009 - March 2011
Pacific Life Insurance Company June 2010 - September 2010
College Works Painting April 2009 - September 2009
Skills
Financial Analysis, Spanish, Management Consulting, Cloud Computing, Project Management, Cloud Applications, Financial Modeling, Golf, SAP Business ByDesign, Valuation, Private Equity, SQL, Microsoft Excel, Data Analysis, Access, Economics, SAP, Corporate Finance, Finance, PowerPoint, Accounting, Business Strategy, Business Analysis, Market Research, Cloud Storage, Cloud-based, Public Sector Consulting, Eligibility, Management, Business Process Design, Business Process
Education
California Polytechnic State University 2007 — 2011
Bachelors of Science, Business Administration
California Polytechnic State University-San Luis Obispo 2007 — 2011
BS, Financial Management
University of Valladolid 2009 — 2010
Study Abroad Graduate, Spanish, Wine and Viticulture
Disney and ESPN Media Networks March 2015 - Present
Disney and ESPN Media Networks November 2013 - March 2015
Deloitte Consulting August 2013 - November 2013
Deloitte Consulting August 2011 - August 2013
Cal Poly State University January 2009 - March 2011
Pacific Life Insurance Company June 2010 - September 2010
College Works Painting April 2009 - September 2009
Skills
Financial Analysis, Spanish, Management Consulting, Cloud Computing, Project Management, Cloud Applications, Financial Modeling, Golf, SAP Business ByDesign, Valuation, Private Equity, SQL, Microsoft Excel, Data Analysis, Access, Economics, SAP, Corporate Finance, Finance, PowerPoint, Accounting, Business Strategy, Business Analysis, Market Research, Cloud Storage, Cloud-based, Public Sector Consulting, Eligibility, Management, Business Process Design, Business Process
Education
California Polytechnic State University 2007 — 2011
Bachelors of Science, Business Administration
California Polytechnic State University-San Luis Obispo 2007 — 2011
BS, Financial Management
University of Valladolid 2009 — 2010
Study Abroad Graduate, Spanish, Wine and Viticulture
Billy Berger's Pacific Life Insurance Company Experience September 1998 - June 2003
Job Sales and Business Account Manager
Industry Consumer Services
Experience
HGC Industries, LLC February 2015 - Present
LTCI Partners, LLC (a NFP Company) February 2011 - February 2015
MetLife September 2005 - January 2011
METLIFE INVESTORS DISTRIBUTION COMPANY June 2003 - September 2005
PACIFIC LIFE INSURANCE COMPANY September 1998 - June 2003
Mutual of Omaha October 1996 - September 1998
Skills
Account Management, Sales, Business Development, Marketing, Sales Management, Sales Process, CRM, Leadership, Management, Sales Presentations, Expanding Sales, Marketing Strategy, Strategic Planning, Customer Retention, Relationship Management, Team Leadership, Training, Coaching, Negotiation, Client Services, Business Planning, Consulting, Solution Selling, Customer Value..., Business Strategy, Territory..., Technology, Analysis, Research, Microsoft Office, Social Media, Mobile Technology, Public Speaking, Long Term Care Insurance, Life Insurance, Insurance, Disability Income..., Investments, Mutual Funds, Variable & Fixed..., Employee Benefits, Disability Insurance, Financial Services, Strategic Financial..., Retirement Planning
Education
Concordia University Irvine
Master of Business Administration (M.B.A.)
Concordia University Irvine
Bachelor of Arts (B.A.)
HGC Industries, LLC February 2015 - Present
LTCI Partners, LLC (a NFP Company) February 2011 - February 2015
MetLife September 2005 - January 2011
METLIFE INVESTORS DISTRIBUTION COMPANY June 2003 - September 2005
PACIFIC LIFE INSURANCE COMPANY September 1998 - June 2003
Mutual of Omaha October 1996 - September 1998
Skills
Account Management, Sales, Business Development, Marketing, Sales Management, Sales Process, CRM, Leadership, Management, Sales Presentations, Expanding Sales, Marketing Strategy, Strategic Planning, Customer Retention, Relationship Management, Team Leadership, Training, Coaching, Negotiation, Client Services, Business Planning, Consulting, Solution Selling, Customer Value..., Business Strategy, Territory..., Technology, Analysis, Research, Microsoft Office, Social Media, Mobile Technology, Public Speaking, Long Term Care Insurance, Life Insurance, Insurance, Disability Income..., Investments, Mutual Funds, Variable & Fixed..., Employee Benefits, Disability Insurance, Financial Services, Strategic Financial..., Retirement Planning
Education
Concordia University Irvine
Master of Business Administration (M.B.A.)
Concordia University Irvine
Bachelor of Arts (B.A.)
Karima Rajan Karima Rajan's Pacific Life Insurance Company Experience February 2003 - June 2006
Job Associate Consultant I at NCR Corporation
Industry Computer Software
Experience
NCR Corporation January 2014 - Present
Macy's October 2013 - October 2014
Lincoln Financial Group June 2012 - September 2012
Lincoln Financial Group February 2012 - August 2012
Amalgamated Life Insurance Company January 2010 - December 2011
Mutual of Omaha June 2009 - September 2010
Pacific Life October 2002 - February 2009
Pacific Life Insurance Company February 2003 - June 2006
pacific life insurance 2002 - 2006
cna trust 2001 - 2002
Skills
Financial Services, Insurance, Management, Customer Service, Fixed Annuities, Product Development, Research, Microsoft Office, Auditing, Sales, New Business Development, Mutual Funds, Finance, Investments, Leadership, Accounting, Health Insurance, Project Management, Policy, Microsoft Excel, Strategic Planning, Team Building, Risk Management, Teamwork, Analysis, Employee Benefits, Business Analysis, Financial Analysis
Education
Kean University 1990 — 1992
Bachelors, Social Work
Kean University 1988 — 1992
BSW, SOCIAL WORK
Middlesex County College 1985 — 1988
associates, liberal arts
Middlesex County College
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
NCR Corporation January 2014 - Present
Macy's October 2013 - October 2014
Lincoln Financial Group June 2012 - September 2012
Lincoln Financial Group February 2012 - August 2012
Amalgamated Life Insurance Company January 2010 - December 2011
Mutual of Omaha June 2009 - September 2010
Pacific Life October 2002 - February 2009
Pacific Life Insurance Company February 2003 - June 2006
pacific life insurance 2002 - 2006
cna trust 2001 - 2002
Skills
Financial Services, Insurance, Management, Customer Service, Fixed Annuities, Product Development, Research, Microsoft Office, Auditing, Sales, New Business Development, Mutual Funds, Finance, Investments, Leadership, Accounting, Health Insurance, Project Management, Policy, Microsoft Excel, Strategic Planning, Team Building, Risk Management, Teamwork, Analysis, Employee Benefits, Business Analysis, Financial Analysis
Education
Kean University 1990 — 1992
Bachelors, Social Work
Kean University 1988 — 1992
BSW, SOCIAL WORK
Middlesex County College 1985 — 1988
associates, liberal arts
Middlesex County College
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Carol Jensen's Pacific Life Insurance Company Experience January 2010 - Present
Job National Sales Manager, M Channel at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company January 2010 - Present
Pacific Life Insurance Company April 1997 - January 2010
Skills
Life Insurance, Sales, Long-term Care, Series 6, Series 63, Advanced Sales, Brainshark, Business Development, Channel Development, Concept Knowledge, Estate Planning, Executive Benefits, Income Planning, Management, Marketing Communications, Marketing Strategy, Problem Solving, Product Training, Project Management, Public Speaking, Relationship Management, Sales Management, Series 7, Strategic Marketing, Succession Planning, Team Leadership, Term Life Insurance, Territory Management, Webinars
Education
California State University-East Bay
Bachelor of Science, Business Administration and Marketing Management
California State University-East Bay
Pacific Life Insurance Company January 2010 - Present
Pacific Life Insurance Company April 1997 - January 2010
Skills
Life Insurance, Sales, Long-term Care, Series 6, Series 63, Advanced Sales, Brainshark, Business Development, Channel Development, Concept Knowledge, Estate Planning, Executive Benefits, Income Planning, Management, Marketing Communications, Marketing Strategy, Problem Solving, Product Training, Project Management, Public Speaking, Relationship Management, Sales Management, Series 7, Strategic Marketing, Succession Planning, Team Leadership, Term Life Insurance, Territory Management, Webinars
Education
California State University-East Bay
Bachelor of Science, Business Administration and Marketing Management
California State University-East Bay
John Waldeck John Waldeck's Pacific Life Insurance Company Experience July 1997 - Present
Job Managing Director, Commercial Mortgage Investments at Pacific Life Insurance Company
Industry Commercial Real Estate
Experience
Chartered Realty Investor Society July 2011 - Present
Ladera Ranch Education Foundation July 2008 - Present
Pacific Life Insurance Company July 1997 - Present
Tagram Systems Corporation March 1994 - June 1997
Skills
Real Estate, Underwriting, Commercial Real Estate, Commercial Mortgages, Portfolio Management, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Budgets, Negotiation, Financial Structuring, Loans, Investments, Asset Management, Due Diligence, Mortgage Lending
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-Fullerton, Mihaylo College of Business and Economics 1994 — 1998
BA, Management Science Information Systems
Chartered Realty Investor Society July 2011 - Present
Ladera Ranch Education Foundation July 2008 - Present
Pacific Life Insurance Company July 1997 - Present
Tagram Systems Corporation March 1994 - June 1997
Skills
Real Estate, Underwriting, Commercial Real Estate, Commercial Mortgages, Portfolio Management, Real Estate Economics, Real Estate Financing, Real Estate Transactions, Budgets, Negotiation, Financial Structuring, Loans, Investments, Asset Management, Due Diligence, Mortgage Lending
Education
University of California, Irvine - The Paul Merage School of Business 1998 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-Fullerton, Mihaylo College of Business and Economics 1994 — 1998
BA, Management Science Information Systems
Dan Klatchko Dan Klatchko's Pacific Life Insurance Company Experience November 1999 - October 2007
Job Experienced Operations Manager
Industry Financial Services
Experience
Princess Cruises 2009 - Present
Self-Employed February 2009 - June 2009
TechFlex Packaging, LLC May 2008 - October 2008
Pacific Life Insurance Company November 1999 - October 2007
Pacific Life Insurance Company November 1999 - November 2000
T. Rowe Price Associates October 1992 - August 1999
T. Rowe Price 1987 - 1992
Skills
Account Management, Budgets, Recruiting, Human Resources, Management, Project Management, Leadership
Education
The Johns Hopkins University - Carey Business School 1995 — 1999
MBA, Finance
California State University-Northridge 1984 — 1987
BS, Business - Human Resource Management
Princess Cruises 2009 - Present
Self-Employed February 2009 - June 2009
TechFlex Packaging, LLC May 2008 - October 2008
Pacific Life Insurance Company November 1999 - October 2007
Pacific Life Insurance Company November 1999 - November 2000
T. Rowe Price Associates October 1992 - August 1999
T. Rowe Price 1987 - 1992
Skills
Account Management, Budgets, Recruiting, Human Resources, Management, Project Management, Leadership
Education
The Johns Hopkins University - Carey Business School 1995 — 1999
MBA, Finance
California State University-Northridge 1984 — 1987
BS, Business - Human Resource Management
Richard Hewlett MBA, CRC® Richard Hewlett MBA, CRC®'s Pacific Life Insurance Company Experience March 2008 - Present
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company March 2008 - Present
Skills
Mutual Funds, Variable Annuities, Fixed Annuities, Long-term Care, Consultative Sales
Education
La Salle University
Bachelor's Degree, Business
Point Park University
Master of Business Administration (M.B.A.)
Pacific Life Insurance Company March 2008 - Present
Skills
Mutual Funds, Variable Annuities, Fixed Annuities, Long-term Care, Consultative Sales
Education
La Salle University
Bachelor's Degree, Business
Point Park University
Master of Business Administration (M.B.A.)
Karen J Chan Karen J Chan's Pacific Life Insurance Company Experience February 2007 - January 2008
Job Sponsorship Sales at Brand Alignment
Industry Marketing and Advertising
Experience
Brand Alignment Group August 2014 - Present
Douglas Elliman Real Estate August 2011 - August 2012
Bond New York Properties April 2008 - August 2011
Pacific Life Insurance Company February 2007 - January 2008
Pacific Life Insurance Company October 2005 - February 2007
Skills
Marketing Strategy, Marketing, Business Development, Event Planning, Market Research, Business Strategy, Event Management, Strategic Planning, Selling, Sponsorship Activation, Experiential Events, Sponsorship Sales, Data Analysis, Comparable Analysis, Event Based Marketing, Event Marketing Strategy, Real Estate, Real Estate Transactions, Project Management, Sponsorship Marketing, Competitive Analysis, Brand Activation, Sponsorship Program..., Social Media Marketing, Media & Entertainment, Marketing Communications, Social Media Measurement, Social Media Blogging, Client Relations Skills, Contract Negotiation, Manage Client..., Strategy, Digital Strategy, Sales Process, Project Coordination, Sports Marketing, Client Relationships..., Key Client Relationships, Fashion Blogging, Non-profit Board..., Non-profits..., Non-profit..., Non-profit Fund...
Education
Manchester Business School 2012 — 2014
Master of Business Administration (MBA), Merit
University of California, Irvine 2000 — 2005
Bachelor's degree
Brand Alignment Group August 2014 - Present
Douglas Elliman Real Estate August 2011 - August 2012
Bond New York Properties April 2008 - August 2011
Pacific Life Insurance Company February 2007 - January 2008
Pacific Life Insurance Company October 2005 - February 2007
Skills
Marketing Strategy, Marketing, Business Development, Event Planning, Market Research, Business Strategy, Event Management, Strategic Planning, Selling, Sponsorship Activation, Experiential Events, Sponsorship Sales, Data Analysis, Comparable Analysis, Event Based Marketing, Event Marketing Strategy, Real Estate, Real Estate Transactions, Project Management, Sponsorship Marketing, Competitive Analysis, Brand Activation, Sponsorship Program..., Social Media Marketing, Media & Entertainment, Marketing Communications, Social Media Measurement, Social Media Blogging, Client Relations Skills, Contract Negotiation, Manage Client..., Strategy, Digital Strategy, Sales Process, Project Coordination, Sports Marketing, Client Relationships..., Key Client Relationships, Fashion Blogging, Non-profit Board..., Non-profits..., Non-profit..., Non-profit Fund...
Education
Manchester Business School 2012 — 2014
Master of Business Administration (MBA), Merit
University of California, Irvine 2000 — 2005
Bachelor's degree
June Arce's Pacific Life Insurance Company Experience 2005 - Present
Job Director, Marketing Compliance at Pacific Life
Industry Financial Services
Experience
Pacific Life Insurance Company 2005 - Present
Skills
Building Business..., Coaching, Cross-functional Team..., Financial Products, Management, Process Improvement, Public Speaking, Series 24, Team Building, Mutual Funds
Education
Claremont Graduate University
MBA
California State University-Fullerton
Bachelor of Arts (B.A.), Communications
Pacific Life Insurance Company 2005 - Present
Skills
Building Business..., Coaching, Cross-functional Team..., Financial Products, Management, Process Improvement, Public Speaking, Series 24, Team Building, Mutual Funds
Education
Claremont Graduate University
MBA
California State University-Fullerton
Bachelor of Arts (B.A.), Communications
Paul Magistretti Paul Magistretti's Pacific Life Insurance Company Experience January 2008 - January 2010
Job Environmental Policy
Industry Writing and Editing
Experience
self January 2010 - Present
self 2008 - Present
Pacific Life Insurance Company January 2008 - January 2010
Bankers Life & Casualty January 2006 - January 2008
Atchley Ford January 2005 - January 2006
Elsasser Chiropractic January 2004 - January 2005
Omnium WorldWide, Inc January 2002 - January 2004
Skills
Environmental Policy, Group Leadership, Communication Skills, Environmental Impact..., Environmental Science, Editing, Environmental..., Water Quality, Books, Technical Writing, Proposal Writing, Copy Editing
Education
American Public University System 2014 — 2016
Master's Degree, Global Environmental Management
American Public University System 2012 — 2013
Bachelor of Science, Environmental Science, Fish and Wildlife Management
Creighton Institute of Technology 1999 — 2000
Certification, Microsoft Certified Systems Engineer Windows 2000
University of Nebraska-Lincoln 1990 — 1996
Bachelor of Arts, Psychology and English
self January 2010 - Present
self 2008 - Present
Pacific Life Insurance Company January 2008 - January 2010
Bankers Life & Casualty January 2006 - January 2008
Atchley Ford January 2005 - January 2006
Elsasser Chiropractic January 2004 - January 2005
Omnium WorldWide, Inc January 2002 - January 2004
Skills
Environmental Policy, Group Leadership, Communication Skills, Environmental Impact..., Environmental Science, Editing, Environmental..., Water Quality, Books, Technical Writing, Proposal Writing, Copy Editing
Education
American Public University System 2014 — 2016
Master's Degree, Global Environmental Management
American Public University System 2012 — 2013
Bachelor of Science, Environmental Science, Fish and Wildlife Management
Creighton Institute of Technology 1999 — 2000
Certification, Microsoft Certified Systems Engineer Windows 2000
University of Nebraska-Lincoln 1990 — 1996
Bachelor of Arts, Psychology and English
Nancy Hendricks Nancy Hendricks's Pacific Life Insurance Company Experience April 2005 - Present
Job Internal Wholesaler at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company April 2005 - Present
Skills
Series 63, Series 7, Life Insurance, Strategic Planning
Education
Bellevue University 1988 — 1992
Finance, Business Administration and Management, General
Pacific Life Insurance Company April 2005 - Present
Skills
Series 63, Series 7, Life Insurance, Strategic Planning
Education
Bellevue University 1988 — 1992
Finance, Business Administration and Management, General
Dawn Beatty Dawn Beatty's Pacific Life Insurance Company Experience August 2001 - December 2010
Job Executive Assistant to CMO, Marketing and Sr. VP Sales
Industry Financial Services
Experience
Hyundai Capital America November 2011 - April 2013
Pacific Life January 2011 - September 2011
Pacific Life Insurance Company August 2001 - December 2010
The Westin Long Beach 1996 - 1998
Education
Golden West College 1984 — 1989
General Business
Huntington Beach High School 1980 — 1984
Hyundai Capital America November 2011 - April 2013
Pacific Life January 2011 - September 2011
Pacific Life Insurance Company August 2001 - December 2010
The Westin Long Beach 1996 - 1998
Education
Golden West College 1984 — 1989
General Business
Huntington Beach High School 1980 — 1984
Scott Sturdivant Scott Sturdivant's Pacific Life Insurance Company Experience June 2000 - Present
Job Director, Analytics & Audit at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company June 2000 - Present
McGaw 1988 - 2000
Skills
SDLC, Process Improvement, Insurance, Business Analysis, Project Management, Requirements Gathering, Risk Management, Requirements Analysis, Cross-functional Team..., ERP, Business Intelligence, Business Process..., Program Management
Education
Pepperdine University 1987 — 1989
MBA, Business
California State University-Long Beach - College of Business Administration 1979 — 1984
BS, Information Systems
Pacific Life Insurance Company June 2000 - Present
McGaw 1988 - 2000
Skills
SDLC, Process Improvement, Insurance, Business Analysis, Project Management, Requirements Gathering, Risk Management, Requirements Analysis, Cross-functional Team..., ERP, Business Intelligence, Business Process..., Program Management
Education
Pepperdine University 1987 — 1989
MBA, Business
California State University-Long Beach - College of Business Administration 1979 — 1984
BS, Information Systems
Sharon Goldberg Sharon Goldberg's Pacific Life Insurance Company Experience 1985 - 2001
Job Chief Compliance Officer at First Quadrant
Industry Investment Management
Experience
First Quadrant May 2010 - September 2011
ComplianceWorks, Inc September 2009 - May 2010
Allegiance Capital August 2001 - November 2008
Pacific Life Insurance Company 1985 - 2001
Education
Chapman University 2000 — 2001
First Quadrant May 2010 - September 2011
ComplianceWorks, Inc September 2009 - May 2010
Allegiance Capital August 2001 - November 2008
Pacific Life Insurance Company 1985 - 2001
Education
Chapman University 2000 — 2001
Stephen F. Anderson CLU ChFC CFP® Stephen F. Anderson CLU ChFC CFP®'s Pacific Life Insurance Company Experience 2002 - 2007
Job at Stephen F. Anderson Financial Services
Industry Financial Services
Experience
SF Anderson Financial Services January 1993 - Present
Waterstone Financial Group - WFG September 2002 - March 2010
Pacific Life Insurance Company 2002 - 2007
Dreher & Associates January 1993 - October 2002
Education
Eastern Illinois University 1968 — 1972
BS in Business, Double Major in Marketing and Management
American College
CLU, Life Insurance
American College
ChFC, Financial Planning
College for Financial Planning
CFP, Financial Planning
Our Saviours
SF Anderson Financial Services January 1993 - Present
Waterstone Financial Group - WFG September 2002 - March 2010
Pacific Life Insurance Company 2002 - 2007
Dreher & Associates January 1993 - October 2002
Education
Eastern Illinois University 1968 — 1972
BS in Business, Double Major in Marketing and Management
American College
CLU, Life Insurance
American College
ChFC, Financial Planning
College for Financial Planning
CFP, Financial Planning
Our Saviours
Greg Darm Greg Darm's Pacific Life Insurance Company Experience 1997 - 2005
Job Regional VicePresident at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial June 2007 - Present
Mass Mutual 2005 - 2007
Pacific Life Insurance Company 1997 - 2005
Skills
Retirement, Mutual Funds, Variable Annuities, Investment Strategies, Retirement Planning, Series 6, Series 63, Investments, Wholesaling, Annuities, Portfolio Management, Training, Insurance, Public Speaking
Education
California State University-Long Beach - College of Business Administration 1988 — 2003
St. Ignatius
Nationwide Financial June 2007 - Present
Mass Mutual 2005 - 2007
Pacific Life Insurance Company 1997 - 2005
Skills
Retirement, Mutual Funds, Variable Annuities, Investment Strategies, Retirement Planning, Series 6, Series 63, Investments, Wholesaling, Annuities, Portfolio Management, Training, Insurance, Public Speaking
Education
California State University-Long Beach - College of Business Administration 1988 — 2003
St. Ignatius
Mark Karpe Mark Karpe's Pacific Life Insurance Company Experience September 2004 - October 2013
Job Assistant Vice President Counsel, Law Department at Pacific Life
Industry Financial Services
Experience
Pacific Life April 2015 - Present
Pacific Life October 2013 - April 2015
Pacific Life Insurance Company September 2004 - October 2013
FINRA July 1998 - January 2012
H. Beck, Inc. 2001 - 2004
Morrison & Foerster 2000 - 2001
Solomon Pearl Blum & Quinn 1998 - 2000
Funds Distributor May 1996 - 1998
U.S. Securities and Exchange Commission June 1995 - August 1995
Financial Industry Regulatory Authority (f/k/a NASD Regulation) 1990 - 1993
Skills
Corporate Governance, Securities Arbitration, Securities, Compliance, Arbitration, Due Diligence, Portfolio Management, Insurance, Mutual Funds, Financial Services, Civil Litigation, SEC, Series 7
Education
Hofstra University School of Law 1993 — 1996
JD, Securities Law
State University of New York at Binghamton 1986 — 1990
BA, Economics
Pacific Life April 2015 - Present
Pacific Life October 2013 - April 2015
Pacific Life Insurance Company September 2004 - October 2013
FINRA July 1998 - January 2012
H. Beck, Inc. 2001 - 2004
Morrison & Foerster 2000 - 2001
Solomon Pearl Blum & Quinn 1998 - 2000
Funds Distributor May 1996 - 1998
U.S. Securities and Exchange Commission June 1995 - August 1995
Financial Industry Regulatory Authority (f/k/a NASD Regulation) 1990 - 1993
Skills
Corporate Governance, Securities Arbitration, Securities, Compliance, Arbitration, Due Diligence, Portfolio Management, Insurance, Mutual Funds, Financial Services, Civil Litigation, SEC, Series 7
Education
Hofstra University School of Law 1993 — 1996
JD, Securities Law
State University of New York at Binghamton 1986 — 1990
BA, Economics
Neil Kuczynski Neil Kuczynski's Pacific Life Insurance Company Experience February 2004 - March 2007
Job Associate Attorney at Adina T. Stern, APLC
Industry Law Practice
Experience
Adina T. Stern, APLC July 2015 - Present
Wallin & Klarich August 2014 - Present
Law Offices of Christopher J. McCann September 2014 - July 2015
Entertainment Law Clinic, Chapman University Dale E. Fowler School of Law January 2014 - May 2014
U.S. Department of Health and Human Services, Office of Medicare Hearings and Appeals January 2013 - May 2013
Video Resources Inc November 2007 - August 2011
Pacific Life Insurance Company February 2004 - March 2007
FOX Sports Arizona September 2000 - July 2003
Walter Cronkite School of Journalism and Mass Communication, Arizona State University August 2001 - May 2002
Phoenix Coyotes September 2000 - May 2001
Skills
Editing, Writing, Word, Research, Customer Relations, Negotiation, Legal Research, Teamwork, Legal Writing, Microsoft Word, Courts, Customer Service, Trials, Fundraising, Litigation, Management, Licensing, Teaching, Social Media, Civil Litigation, Photoshop, Facebook, Intellectual Property, Lexis, Event Planning, Public Relations, Employment Law, Corporate Law, Leadership, Outlook, Legal Assistance, Blogging, Mediation, Microsoft Excel, Westlaw, Appeals, Video Production, Nonprofits, English, Microsoft Office, Contract Negotiation, Public Speaking, Criminal Law, PowerPoint, Legal Issues, Immigration Law, Community Outreach, Social Networking, Hearings, Commercial Litigation
Education
Chapman University, School of Law 2011 — 2014
Doctor of Law (J.D.), Entertainment Law
Arizona State University 2000 — 2005
Master of Arts (MA), Journalism/Mass Communication
University of California, San Diego 1994 — 1999
BA, Philosophy
Adina T. Stern, APLC July 2015 - Present
Wallin & Klarich August 2014 - Present
Law Offices of Christopher J. McCann September 2014 - July 2015
Entertainment Law Clinic, Chapman University Dale E. Fowler School of Law January 2014 - May 2014
U.S. Department of Health and Human Services, Office of Medicare Hearings and Appeals January 2013 - May 2013
Video Resources Inc November 2007 - August 2011
Pacific Life Insurance Company February 2004 - March 2007
FOX Sports Arizona September 2000 - July 2003
Walter Cronkite School of Journalism and Mass Communication, Arizona State University August 2001 - May 2002
Phoenix Coyotes September 2000 - May 2001
Skills
Editing, Writing, Word, Research, Customer Relations, Negotiation, Legal Research, Teamwork, Legal Writing, Microsoft Word, Courts, Customer Service, Trials, Fundraising, Litigation, Management, Licensing, Teaching, Social Media, Civil Litigation, Photoshop, Facebook, Intellectual Property, Lexis, Event Planning, Public Relations, Employment Law, Corporate Law, Leadership, Outlook, Legal Assistance, Blogging, Mediation, Microsoft Excel, Westlaw, Appeals, Video Production, Nonprofits, English, Microsoft Office, Contract Negotiation, Public Speaking, Criminal Law, PowerPoint, Legal Issues, Immigration Law, Community Outreach, Social Networking, Hearings, Commercial Litigation
Education
Chapman University, School of Law 2011 — 2014
Doctor of Law (J.D.), Entertainment Law
Arizona State University 2000 — 2005
Master of Arts (MA), Journalism/Mass Communication
University of California, San Diego 1994 — 1999
BA, Philosophy
Noah Jacobs's Pacific Life Insurance Company Experience May 2015 - Present
Job Field Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company May 2015 - Present
Highland Capital Brokerage January 2014 - May 2015
Independent Planners Group October 2012 - December 2013
Carfagno Insurance Services January 2009 - September 2012
Skills
Life Insurance, Term Life Insurance, Long-term Care, Retirement Planning, Customer Service, Sales, Retirement, New Business Development, Business Development, Marketing, Leadership, Whole Life, Estate Planning, Financial Services, Relationship Management, Microsoft Office, Social Media, series 6, Series 63, Advanced Sales, Consultative Sales, Executive Benefits, Independent Planners, Life & Health Insurance..., Planning, Retirement Plans, Retirement Strategies, Succession Planning, Survivorship Life, Strategic Planning
Education
Arizona State University 2003 — 2008
BA, Bachelor of Interdisciplinary Studies
Pacific Life Insurance Company May 2015 - Present
Highland Capital Brokerage January 2014 - May 2015
Independent Planners Group October 2012 - December 2013
Carfagno Insurance Services January 2009 - September 2012
Skills
Life Insurance, Term Life Insurance, Long-term Care, Retirement Planning, Customer Service, Sales, Retirement, New Business Development, Business Development, Marketing, Leadership, Whole Life, Estate Planning, Financial Services, Relationship Management, Microsoft Office, Social Media, series 6, Series 63, Advanced Sales, Consultative Sales, Executive Benefits, Independent Planners, Life & Health Insurance..., Planning, Retirement Plans, Retirement Strategies, Succession Planning, Survivorship Life, Strategic Planning
Education
Arizona State University 2003 — 2008
BA, Bachelor of Interdisciplinary Studies
Thomas McLeary's Pacific Life Insurance Company Experience June 2011 - December 2011
Job MBA
Industry Music
Experience
Independent Recording Artist September 2012 - Present
Endow, Inc. May 2010 - July 2012
Pacific Life Insurance Company June 2011 - December 2011
BlazinStreetz.com April 2004 - December 2008
Skills
Music, Singing, Songwriting, R&B, Hip Hop, Marketing, Social Media, Social Media Marketing, Sales, Event Planning, Coaching, Entrepreneurship, Leadership, Marketing Strategy, Strategic Planning, Market Research, Management, Microsoft Excel, Public Speaking
Education
Florida Agricultural and Mechanical University 2003 — 2009
MBA, Marketing/Marketing Management, General
Independent Recording Artist September 2012 - Present
Endow, Inc. May 2010 - July 2012
Pacific Life Insurance Company June 2011 - December 2011
BlazinStreetz.com April 2004 - December 2008
Skills
Music, Singing, Songwriting, R&B, Hip Hop, Marketing, Social Media, Social Media Marketing, Sales, Event Planning, Coaching, Entrepreneurship, Leadership, Marketing Strategy, Strategic Planning, Market Research, Management, Microsoft Excel, Public Speaking
Education
Florida Agricultural and Mechanical University 2003 — 2009
MBA, Marketing/Marketing Management, General
Brian Crowe Brian Crowe's Pacific Life Insurance Company Experience January 2012 - Present
Job Long Term Care Regional Director at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company January 2012 - Present
Lincoln Financial Distributors September 2007 - January 2012
Vanguard April 1997 - August 2007
Skills
Long-term Care, Consultative Sales..., Building Business..., Financial Products, Public Speaking, Relationship Management, Sales & Marketing, Retirement Planning, Series 6, Series 63, Life & Health Insurance, East Regions, Wirehouse, Independent Planners, Financial Institutions
Education
East Stroudsburg University of Pennsylvania 1990 — 1995
Bachelor's degree, History
Pacific Life Insurance Company January 2012 - Present
Lincoln Financial Distributors September 2007 - January 2012
Vanguard April 1997 - August 2007
Skills
Long-term Care, Consultative Sales..., Building Business..., Financial Products, Public Speaking, Relationship Management, Sales & Marketing, Retirement Planning, Series 6, Series 63, Life & Health Insurance, East Regions, Wirehouse, Independent Planners, Financial Institutions
Education
East Stroudsburg University of Pennsylvania 1990 — 1995
Bachelor's degree, History
Melissa Hilpipre Melissa Hilpipre's Pacific Life Insurance Company Experience December 2011 - September 2015
Job Long Term Care Sales Desk Supervisor at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company December 2011 - September 2015
American Red Cross January 2011 - December 2011
AAA Life Insurance Company December 2008 - January 2011
AAA June 2005 - December 2008
State Farm September 2003 - May 2005
Producer's America February 2002 - September 2003
Commercial Federal Bank 1998 - 2002
Education
Capella University 2012 — 2013
Course work towards Ph.D in Leadership
Bellevue University 2007 — 2008
Master's of Arts, Leadership
Bellevue University 2000 — 2002
Bachelor's of Science, Marketing Management
Mercy High School 1994 — 1998
Pacific Life Insurance Company December 2011 - September 2015
American Red Cross January 2011 - December 2011
AAA Life Insurance Company December 2008 - January 2011
AAA June 2005 - December 2008
State Farm September 2003 - May 2005
Producer's America February 2002 - September 2003
Commercial Federal Bank 1998 - 2002
Education
Capella University 2012 — 2013
Course work towards Ph.D in Leadership
Bellevue University 2007 — 2008
Master's of Arts, Leadership
Bellevue University 2000 — 2002
Bachelor's of Science, Marketing Management
Mercy High School 1994 — 1998
Tim Whitmore's Pacific Life Insurance Company Experience 2004 - 2006
Job Director of Business Development, GWG
Industry Financial Services
Experience
None September 2015 - Present
Independent broker January 2014 - Present
Maricopa County Sheriff's Office April 2012 - Present
GWG Life September 2014 - September 2015
Strategic Funding Group, LLC December 2010 - December 2013
Succession Capital Alliance June 2007 - December 2010
Pacific Life February 2006 - June 2007
Pacific Life Insurance Company 2004 - 2006
MetLife 2001 - 2003
SunAmerica Retirement Markets 1995 - 2001
Skills
Health Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Employee Benefits, Term Life Insurance, Retirement, Whole Life, Estate Planning, Wealth, Wealth Accumulation, Asset Protection, High Net Worth..., Succession Planning, Estate Tax Planning, Trusts, Financial Planners, Strategic Financial..., Small Business, Investment Advisory, Alternative Investments, Funding, Financial Services, Investments, Life Insurance, Wealth Management, Financial Planning, IRAs, Insurance, Sales, Financial Advisory, Series 7, Management, Retirement Planning
Education
CSUN 1991 — 1993
University of La Verne
BS, Business
None September 2015 - Present
Independent broker January 2014 - Present
Maricopa County Sheriff's Office April 2012 - Present
GWG Life September 2014 - September 2015
Strategic Funding Group, LLC December 2010 - December 2013
Succession Capital Alliance June 2007 - December 2010
Pacific Life February 2006 - June 2007
Pacific Life Insurance Company 2004 - 2006
MetLife 2001 - 2003
SunAmerica Retirement Markets 1995 - 2001
Skills
Health Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Employee Benefits, Term Life Insurance, Retirement, Whole Life, Estate Planning, Wealth, Wealth Accumulation, Asset Protection, High Net Worth..., Succession Planning, Estate Tax Planning, Trusts, Financial Planners, Strategic Financial..., Small Business, Investment Advisory, Alternative Investments, Funding, Financial Services, Investments, Life Insurance, Wealth Management, Financial Planning, IRAs, Insurance, Sales, Financial Advisory, Series 7, Management, Retirement Planning
Education
CSUN 1991 — 1993
University of La Verne
BS, Business
Andrew McGrath's Pacific Life Insurance Company Experience March 2015 - Present
Job Long Term Care Regional Director at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company March 2015 - Present
Genworth Financial February 2014 - March 2015
EPI Advisors, LLC March 2007 - February 2014
Thrivent Financial for Lutherans November 2005 - March 2007
Edward Jones May 2004 - November 2005
Skills
Long-term Care, Retirement Planning, Life Insurance, Series 7, Retirement, Series 63, IRAs, 401k, Independent Planners..., Financial Services, Wirehouse Channel, Territory Management, Term Life Insurance, Consultative Sales, Life & Health Insurance..., Relationship Management, Sales & Marketing
Education
Central Michigan University 2000 — 2004
Bachelor's degree, Marketing
Pacific Life Insurance Company March 2015 - Present
Genworth Financial February 2014 - March 2015
EPI Advisors, LLC March 2007 - February 2014
Thrivent Financial for Lutherans November 2005 - March 2007
Edward Jones May 2004 - November 2005
Skills
Long-term Care, Retirement Planning, Life Insurance, Series 7, Retirement, Series 63, IRAs, 401k, Independent Planners..., Financial Services, Wirehouse Channel, Territory Management, Term Life Insurance, Consultative Sales, Life & Health Insurance..., Relationship Management, Sales & Marketing
Education
Central Michigan University 2000 — 2004
Bachelor's degree, Marketing
Pam Hansen Miettinen Pam Hansen Miettinen's Pacific Life Insurance Company Experience September 2014 - Present
Job Internal Wholesaler at Pacific Life
Industry Financial Services
Experience
Pacific Life Insurance Company September 2014 - Present
CLS Investment Firm November 2009 - September 2014
CLS Investments, LLC April 2006 - November 2009
Avantas August 2004 - January 2009
West Corporation May 1994 - December 1999
Skills
Management, Salesforce.com, Account Management, Microsoft Office, Microsoft Excel, Process Improvement, Employee Relations, Call Center, Financial Services, Finance, PeopleSoft, Annuity Sales, Mutual Funds, Sales, Relationship Management
Education
University of Nebraska at Omaha
Bachelor's degree
Bellevue University
Master's Degree, Master of Arts in Managment
Pacific Life Insurance Company September 2014 - Present
CLS Investment Firm November 2009 - September 2014
CLS Investments, LLC April 2006 - November 2009
Avantas August 2004 - January 2009
West Corporation May 1994 - December 1999
Skills
Management, Salesforce.com, Account Management, Microsoft Office, Microsoft Excel, Process Improvement, Employee Relations, Call Center, Financial Services, Finance, PeopleSoft, Annuity Sales, Mutual Funds, Sales, Relationship Management
Education
University of Nebraska at Omaha
Bachelor's degree
Bellevue University
Master's Degree, Master of Arts in Managment
Jacob Yenko Jacob Yenko's Pacific Life Insurance Company Experience July 2014 - Present
Job LongTerm Care Internal Wholesaler at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company July 2014 - Present
Pacific Life Insurance Company November 2012 - June 2014
Skills
Long-term Care, Life & Health Insurance, Series 6, PowerPoint, Social Media, Problem Solving, Retirement, iPad, Microsoft Office, Sales & Marketing
Education
Creighton University 2010 — 2014
Bachelor's Degree, Financial Planning and Services
Pacific Life Insurance Company July 2014 - Present
Pacific Life Insurance Company November 2012 - June 2014
Skills
Long-term Care, Life & Health Insurance, Series 6, PowerPoint, Social Media, Problem Solving, Retirement, iPad, Microsoft Office, Sales & Marketing
Education
Creighton University 2010 — 2014
Bachelor's Degree, Financial Planning and Services
Grant Wesely, CRPC Grant Wesely, CRPC's Pacific Life Insurance Company Experience October 2010 - October 2014
Job
Industry Financial Services
Experience
Advisors Asset Management, Inc. November 2014 - Present
Pacific Life Insurance Company October 2010 - October 2014
USAA March 2010 - September 2010
Wells Fargo Advisors, LLC June 2008 - March 2010
ING U.S. Investment Management October 2006 - June 2008
AIG VALIC November 2005 - October 2006
Skills
Advanced Sales, Asset Allocation, Business Planning, Concept Knowledge, Consultative Sales, Estate Planning, Executive Benefits, Family Protection, Financial Products, Income Planning, Life Insurance, Long-Term Care, Public Speaking, Retirement, Retirement Plans, Retirement Planning, Retirement Strategies, Sales, Series 7, Series 63, Survivorship Life, Term Life Insurance, Territory Management, Mutual Funds, Unit Investment Trusts, Separately Managed..., Series 65
Education
Arizona State University, W. P. Carey School of Business
Bachelors Degree
Thomas Jefferson HS
Advisors Asset Management, Inc. November 2014 - Present
Pacific Life Insurance Company October 2010 - October 2014
USAA March 2010 - September 2010
Wells Fargo Advisors, LLC June 2008 - March 2010
ING U.S. Investment Management October 2006 - June 2008
AIG VALIC November 2005 - October 2006
Skills
Advanced Sales, Asset Allocation, Business Planning, Concept Knowledge, Consultative Sales, Estate Planning, Executive Benefits, Family Protection, Financial Products, Income Planning, Life Insurance, Long-Term Care, Public Speaking, Retirement, Retirement Plans, Retirement Planning, Retirement Strategies, Sales, Series 7, Series 63, Survivorship Life, Term Life Insurance, Territory Management, Mutual Funds, Unit Investment Trusts, Separately Managed..., Series 65
Education
Arizona State University, W. P. Carey School of Business
Bachelors Degree
Thomas Jefferson HS
André Newman André Newman's Pacific Life Insurance Company Experience September 2013 - February 2015
Job Underwriter at Silverpeak Real Estate Finance
Industry Real Estate
Experience
Silverpeak Real Estate Finance February 2015 - Present
Pacific Life Insurance Company September 2013 - February 2015
Hudson Advisors, LLC / Lone Star Funds June 2012 - September 2012
Ernst & Young - Advisory Services July 2005 - August 2011
Citi - Student Loan Corporation August 2003 - August 2005
Westchester Residential Opportunities, Inc June 2002 - September 2002
Skills
Valuation, Due Diligence, Financial Modeling, Private Equity, Real Estate, Asset Managment, Portfolio Management, Competitive Analysis, Fixed Income, Capital Markets, Credit Analysis, Equities
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance, Real Estate & Entrepreneurship
State University of New York at Binghamton 2001 — 2005
B.S, B.A., Financial Economics, English
Silverpeak Real Estate Finance February 2015 - Present
Pacific Life Insurance Company September 2013 - February 2015
Hudson Advisors, LLC / Lone Star Funds June 2012 - September 2012
Ernst & Young - Advisory Services July 2005 - August 2011
Citi - Student Loan Corporation August 2003 - August 2005
Westchester Residential Opportunities, Inc June 2002 - September 2002
Skills
Valuation, Due Diligence, Financial Modeling, Private Equity, Real Estate, Asset Managment, Portfolio Management, Competitive Analysis, Fixed Income, Capital Markets, Credit Analysis, Equities
Education
Northwestern University - Kellogg School of Management 2011 — 2013
MBA, Finance, Real Estate & Entrepreneurship
State University of New York at Binghamton 2001 — 2005
B.S, B.A., Financial Economics, English
Mark Wellwood's Pacific Life Insurance Company Experience February 2015 - Present
Job Prime Regional Specialist at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company February 2015 - Present
Pacific Life Insurance Company October 2013 - February 2015
AAA Life Insurance Company March 2011 - September 2013
Mutual of Omaha May 2010 - February 2011
Skills
Life & Health Insurance..., Series 6, Series 63
Education
Creighton University 2004 — 2006
Bachelor of Arts (B.A.), Interpersonal Communication
Pacific Life Insurance Company February 2015 - Present
Pacific Life Insurance Company October 2013 - February 2015
AAA Life Insurance Company March 2011 - September 2013
Mutual of Omaha May 2010 - February 2011
Skills
Life & Health Insurance..., Series 6, Series 63
Education
Creighton University 2004 — 2006
Bachelor of Arts (B.A.), Interpersonal Communication
Dave Rand's Pacific Life Insurance Company Experience April 2012 - Present
Job Field Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company April 2012 - Present
BMO Harris Bank April 2010 - April 2012
AMCORE Bank August 2004 - April 2010
Security Marketing Group of IL January 1987 - August 2004
Skills
Central Region, Concept Knowledge, Life Insurance, Series 6, Series 63, Long-Term Care, Product Training, Sales, Term Life Insurance, Financial Planning, Insurance, Estate Planning, Financial Services, Retirement Planning
Education
Illinois State University 1982 — 1985
Bachelor of Science, Criminal Justice
Pacific Life Insurance Company April 2012 - Present
BMO Harris Bank April 2010 - April 2012
AMCORE Bank August 2004 - April 2010
Security Marketing Group of IL January 1987 - August 2004
Skills
Central Region, Concept Knowledge, Life Insurance, Series 6, Series 63, Long-Term Care, Product Training, Sales, Term Life Insurance, Financial Planning, Insurance, Estate Planning, Financial Services, Retirement Planning
Education
Illinois State University 1982 — 1985
Bachelor of Science, Criminal Justice
Kristina Beavers Kristina Beavers's Pacific Life Insurance Company Experience July 1985 - April 2006
Job Attorney at Kristina Beavers, Attorney at Law
Industry Law Practice
Experience
Kristina Beavers, Attorney at Law July 2008 - Present
BNI November 2011 - May 2013
Everest College 2013 - 2013
Kiwanis International October 2008 - July 2012
Kiwanis International 2009 - 2011
Society of Certified Senior Advisors 2009 - 2011
Pacific Life Insurance Company July 1985 - April 2006
Pacific Life 1985 - 2006
Skills
Insurance, Leadership, New Business Development, Strategic Planning, Business, Management, Negotiation, Fundraising, Sales Management, Small Business, Customer Service, Contract Negotiation, Sales, Analysis, Microsoft Office, Business Development, Marketing, Marketing Strategy, Coaching, Team Building, Budgets, Team Leadership, Social Media Marketing, Training, Real Estate, Entrepreneurship, Nonprofits, Estate Planning, Legal Assistance, Courts, Public Speaking, Legal Writing, Litigation, Mediation, Civil Litigation, Legal Issues, Legal Research, Trusts, Wills, Criminal Law, Powers of Attorney, Trials, Guardianship, Appeals, Elder Law, Personal Injury, Bankruptcy, Family Law, Estate Administration, Arbitration
Education
Western State University College of Law 1998 — 2002
JD, Law
University of California, Irvine - The Paul Merage School of Business 1987 — 1989
MBA, Business
Indiana University-Purdue University at Indianapolis 1981 — 1982
BA, Economics
Purdue University 1968 — 1972
Southport High School 1964 — 1968
Kristina Beavers, Attorney at Law July 2008 - Present
BNI November 2011 - May 2013
Everest College 2013 - 2013
Kiwanis International October 2008 - July 2012
Kiwanis International 2009 - 2011
Society of Certified Senior Advisors 2009 - 2011
Pacific Life Insurance Company July 1985 - April 2006
Pacific Life 1985 - 2006
Skills
Insurance, Leadership, New Business Development, Strategic Planning, Business, Management, Negotiation, Fundraising, Sales Management, Small Business, Customer Service, Contract Negotiation, Sales, Analysis, Microsoft Office, Business Development, Marketing, Marketing Strategy, Coaching, Team Building, Budgets, Team Leadership, Social Media Marketing, Training, Real Estate, Entrepreneurship, Nonprofits, Estate Planning, Legal Assistance, Courts, Public Speaking, Legal Writing, Litigation, Mediation, Civil Litigation, Legal Issues, Legal Research, Trusts, Wills, Criminal Law, Powers of Attorney, Trials, Guardianship, Appeals, Elder Law, Personal Injury, Bankruptcy, Family Law, Estate Administration, Arbitration
Education
Western State University College of Law 1998 — 2002
JD, Law
University of California, Irvine - The Paul Merage School of Business 1987 — 1989
MBA, Business
Indiana University-Purdue University at Indianapolis 1981 — 1982
BA, Economics
Purdue University 1968 — 1972
Southport High School 1964 — 1968
Tanner Meston Tanner Meston's Pacific Life Insurance Company Experience November 2001 - Present
Job Corporate Tax Manager at Pacific Life Insurance Company
Industry Accounting
Experience
Pacific Life Insurance Company November 2001 - Present
Education
University of California, Santa Barbara 1997 — 1999
Bachelor of Arts (BA), Accounting and Finance
University of New Hampshire 1995 — 1997
California State University-Fullerton
Pacific Life Insurance Company November 2001 - Present
Education
University of California, Santa Barbara 1997 — 1999
Bachelor of Arts (BA), Accounting and Finance
University of New Hampshire 1995 — 1997
California State University-Fullerton
Helen Deavila Helen Deavila's Pacific Life Insurance Company Experience November 2013 - Present
Job Senior Paralegal 40 Act at Pacific Life Ins. Co.
Industry Investment Management
Experience
Pacific Life Insurance Company November 2013 - Present
PIMCO 2008 - November 2013
Skills
Mutual Funds, Fund Of Funds, Microsoft Excel, Bonds, Microsoft Word, Fixed Income, Investment Management, Investment Advisory, Securities, Asset Management, Risk Management
Education
Hope International University 2002 — 2004
B.S., Business Management
Pacific Life Insurance Company November 2013 - Present
PIMCO 2008 - November 2013
Skills
Mutual Funds, Fund Of Funds, Microsoft Excel, Bonds, Microsoft Word, Fixed Income, Investment Management, Investment Advisory, Securities, Asset Management, Risk Management
Education
Hope International University 2002 — 2004
B.S., Business Management
Greg Reber's Pacific Life Insurance Company Experience January 2015 - Present
Job Vice President, Independent Distribution Network, Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company January 2015 - Present
Pacific Life Insurance Company March 2014 - January 2015
Pacific Life Insurance Company July 2007 - February 2014
Pacific Life Insurance Company July 2006 - July 2007
Pacific Life Insurance Company July 2003 - July 2006
Skills
Leadership, Life Insurance, Management, Marketing Strategy, Strategic Planning, Channel Development
Education
University of Central Oklahoma - College of Business Administration 1979 — 1983
Pacific Life Insurance Company January 2015 - Present
Pacific Life Insurance Company March 2014 - January 2015
Pacific Life Insurance Company July 2007 - February 2014
Pacific Life Insurance Company July 2006 - July 2007
Pacific Life Insurance Company July 2003 - July 2006
Skills
Leadership, Life Insurance, Management, Marketing Strategy, Strategic Planning, Channel Development
Education
University of Central Oklahoma - College of Business Administration 1979 — 1983
Brian G. Bissell, CTFA Brian G. Bissell, CTFA's Pacific Life Insurance Company Experience June 2000 - September 2000
Job MBA
Industry Financial Services
Experience
Whittier Trust Company March 2012 - Present
USC Marshall School of Business August 2010 - May 2013
North Sails Marketing September 2003 - September 2005
Pacific Life Insurance Company June 2000 - September 2000
Skills
Marketing Strategy, Market Research, Marketing, Sales, Project Management, Program Evaluation, Financial Analysis, Strategic Planning, Customer Service, Financial Modeling, Microsoft Office, PowerPoint, Investments
Education
Cannon Financial Institute 2013 — 2015
Certified Trust and Financial Advisor (CTFA)
University of Southern California - Marshall School of Business 2010 — 2013
Master, Business Administration
Georgetown University - The McDonough School of Business 1998 — 2002
Bachelor of Science (BS), Business Administration
Whittier Trust Company March 2012 - Present
USC Marshall School of Business August 2010 - May 2013
North Sails Marketing September 2003 - September 2005
Pacific Life Insurance Company June 2000 - September 2000
Skills
Marketing Strategy, Market Research, Marketing, Sales, Project Management, Program Evaluation, Financial Analysis, Strategic Planning, Customer Service, Financial Modeling, Microsoft Office, PowerPoint, Investments
Education
Cannon Financial Institute 2013 — 2015
Certified Trust and Financial Advisor (CTFA)
University of Southern California - Marshall School of Business 2010 — 2013
Master, Business Administration
Georgetown University - The McDonough School of Business 1998 — 2002
Bachelor of Science (BS), Business Administration
Carrie A Olsen's Pacific Life Insurance Company Experience January 2008 - November 2008
Job Business Manager at Patriot Crane and Rigging LLC
Industry Insurance
Experience
Patriot Crane and Rigging LLC November 2013 - Present
Mutual of Omaha Insurance Company November 2011 - April 2014
Mutual of Omaha May 2010 - December 2011
Individual Sales Support Mutual of Omaha Insurance March 2008 - May 2009
Modern Methods December 2008 - April 2009
Pacific Life Insurance Company January 2008 - November 2008
DKT Inc June 2007 - January 2008
Two Rivers State Bank June 2001 - August 2006
Two Rivers State Bank June 2002 - September 2002
Skills
Insurance, Employee Benefits, Underwriting, Sales, Management, Recruiting, Account Management, Analysis, Training, Disability Insurance
Education
Bellevue University 2007 — 2009
BA, Management
Bellevue University 2006 — 2008
BA, Managment
2004 to 2006 Metro Community College 2004 — 2006
Bachelor's degree, Business Administration and Management, General
Patriot Crane and Rigging LLC November 2013 - Present
Mutual of Omaha Insurance Company November 2011 - April 2014
Mutual of Omaha May 2010 - December 2011
Individual Sales Support Mutual of Omaha Insurance March 2008 - May 2009
Modern Methods December 2008 - April 2009
Pacific Life Insurance Company January 2008 - November 2008
DKT Inc June 2007 - January 2008
Two Rivers State Bank June 2001 - August 2006
Two Rivers State Bank June 2002 - September 2002
Skills
Insurance, Employee Benefits, Underwriting, Sales, Management, Recruiting, Account Management, Analysis, Training, Disability Insurance
Education
Bellevue University 2007 — 2009
BA, Management
Bellevue University 2006 — 2008
BA, Managment
2004 to 2006 Metro Community College 2004 — 2006
Bachelor's degree, Business Administration and Management, General
Evan Ohs Evan Ohs's Pacific Life Insurance Company Experience September 2000 - Present
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company September 2000 - Present
Phoenix Home Life 1997 - 2000
The Phoenix Companies 1997 - 2000
Skills
Estate Planning, Retirement Planning, Strategic Planning, Life Insurance
Education
The Strategic Coach 2005 — 2013
California Polytechnic State University-San Luis Obispo 1994 — 1997
BS, Finance
Pacific Life Insurance Company September 2000 - Present
Phoenix Home Life 1997 - 2000
The Phoenix Companies 1997 - 2000
Skills
Estate Planning, Retirement Planning, Strategic Planning, Life Insurance
Education
The Strategic Coach 2005 — 2013
California Polytechnic State University-San Luis Obispo 1994 — 1997
BS, Finance
Mike Kovar CPA, CFA's Pacific Life Insurance Company Experience June 1998 - November 2004
Job CoFounder at ClosingLinc
Industry Financial Services
Experience
ClosingLinc June 2014 - Present
Cerulean Media June 2013 - June 2014
Real Estate Digital August 2011 - June 2014
Lender Processing Services Real Estate Group January 2008 - August 2011
LendingTree November 2004 - January 2008
Pacific Life Insurance Company June 1998 - November 2004
Squar Milner May 1996 - June 1998
Skills
Mergers, SOX, GAAP, Financial Reporting, Internal Controls, Investments, Cash Management, Risk Management, Internal Audit, Forecasting, Derivatives, Budgeting, Start-ups, Reorganization, Joint Ventures, Private Equity, Due Diligence, Financial Modeling, Acquisitions, Restructuring, Treasury, SaaS, Technology, Financial Services, IFRS, Mergers & Acquisitions, Sarbanes-Oxley Act, Budgets, Strategic Financial..., Accounting, Auditing, Strategy, Banking, Executive Management, Financial Audits, Financial Risk, Valuation, Business Valuation, Management, Business Process, Corporate Finance, Financial Planning
Education
Arizona State University 1990 — 1992
MBA, Finance/Accounting
Tarkio College 1985 — 1988
BS, Mathematics
ClosingLinc June 2014 - Present
Cerulean Media June 2013 - June 2014
Real Estate Digital August 2011 - June 2014
Lender Processing Services Real Estate Group January 2008 - August 2011
LendingTree November 2004 - January 2008
Pacific Life Insurance Company June 1998 - November 2004
Squar Milner May 1996 - June 1998
Skills
Mergers, SOX, GAAP, Financial Reporting, Internal Controls, Investments, Cash Management, Risk Management, Internal Audit, Forecasting, Derivatives, Budgeting, Start-ups, Reorganization, Joint Ventures, Private Equity, Due Diligence, Financial Modeling, Acquisitions, Restructuring, Treasury, SaaS, Technology, Financial Services, IFRS, Mergers & Acquisitions, Sarbanes-Oxley Act, Budgets, Strategic Financial..., Accounting, Auditing, Strategy, Banking, Executive Management, Financial Audits, Financial Risk, Valuation, Business Valuation, Management, Business Process, Corporate Finance, Financial Planning
Education
Arizona State University 1990 — 1992
MBA, Finance/Accounting
Tarkio College 1985 — 1988
BS, Mathematics
Erika Mueller's Pacific Life Insurance Company Experience August 2003 - July 2006
Job Online Promotions Manager at Lowe's Companies, Inc.
Industry Marketing and Advertising
Experience
Lowe's Home Improvement March 2014 - Present
Lowe's Home Improvement October 2011 - March 2014
Lowe's Home Improvement April 2010 - October 2011
Lowe's Home Improvement April 2009 - April 2010
Bank of America July 2008 - February 2009
AT&T Corporation May 2007 - August 2007
Pacific Life Insurance Company August 2003 - July 2006
The Longaberger Company June 2002 - August 2002
Skills
Analytics, Marketing Strategy, Product Marketing, Competitive Analysis, Cross-functional Team..., Product Management, Segmentation, Market Research, Market Analysis, Strategy, Forecasting, Marketing Management, Marketing Research, Strategic Planning, Advertising, Marketing, Leadership, Sales, Promotions, Management, Project Planning, Pricing, E-commerce, Market Planning, Marketing Communications
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor of Science
Lowe's Home Improvement March 2014 - Present
Lowe's Home Improvement October 2011 - March 2014
Lowe's Home Improvement April 2010 - October 2011
Lowe's Home Improvement April 2009 - April 2010
Bank of America July 2008 - February 2009
AT&T Corporation May 2007 - August 2007
Pacific Life Insurance Company August 2003 - July 2006
The Longaberger Company June 2002 - August 2002
Skills
Analytics, Marketing Strategy, Product Marketing, Competitive Analysis, Cross-functional Team..., Product Management, Segmentation, Market Research, Market Analysis, Strategy, Forecasting, Marketing Management, Marketing Research, Strategic Planning, Advertising, Marketing, Leadership, Sales, Promotions, Management, Project Planning, Pricing, E-commerce, Market Planning, Marketing Communications
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2006 — 2008
MBA
California Polytechnic State University-San Luis Obispo 1999 — 2003
Bachelor of Science
Dan Colton, MBA's Pacific Life Insurance Company Experience 1997 - 2001
Job Senior Business Systems Analyst at Healthfirst
Industry Financial Services
Experience
Healthfirst January 2015 - Present
AXA US March 2013 - May 2014
AXA Equitable November 2007 - February 2013
Guardian Life Insurance Company 2002 - 2005
Pacific Life Insurance Company 1997 - 2001
Skills
Team Leadership, Internal Communications, Technical Communication, Business Analysis, Requirements Analysis, Software Quality..., Business Process..., Teaching/mentoring, Product Launches, Writing Skills, Process Consulting, Mathematics, Product Launch, Strategy, Analysis, Requirements Gathering, Business Requirements, Insurance, Project Management, Testing, Quality Assurance, Vendor Management, Leadership, Visio, Process Improvement
Education
Fordham University - Graduate School of Business Administration 2005 — 2007
MBA, Management
Beijing Technology and Business University 2005 — 2006
Business Administration
Alliance Francaise 2001 — 2001
Diploma of French Language 1st degree; A1 through A4, French Studies
University of California, Santa Barbara 1992 — 1997
B/A, Ecomomics/Mathematics; Minor in Statistical Sciences
Healthfirst January 2015 - Present
AXA US March 2013 - May 2014
AXA Equitable November 2007 - February 2013
Guardian Life Insurance Company 2002 - 2005
Pacific Life Insurance Company 1997 - 2001
Skills
Team Leadership, Internal Communications, Technical Communication, Business Analysis, Requirements Analysis, Software Quality..., Business Process..., Teaching/mentoring, Product Launches, Writing Skills, Process Consulting, Mathematics, Product Launch, Strategy, Analysis, Requirements Gathering, Business Requirements, Insurance, Project Management, Testing, Quality Assurance, Vendor Management, Leadership, Visio, Process Improvement
Education
Fordham University - Graduate School of Business Administration 2005 — 2007
MBA, Management
Beijing Technology and Business University 2005 — 2006
Business Administration
Alliance Francaise 2001 — 2001
Diploma of French Language 1st degree; A1 through A4, French Studies
University of California, Santa Barbara 1992 — 1997
B/A, Ecomomics/Mathematics; Minor in Statistical Sciences
Scott Barnes's Pacific Life Insurance Company Experience April 2013 - June 2015
Job Regional Vice President Institutional Distribution
Industry Insurance
Experience
The Prudential Insurance Company of America July 2015 - Present
Pacific Life Insurance Company April 2013 - June 2015
Wells Fargo Advisors May 2011 - April 2013
Lincoln Financial Distributors September 2004 - May 2011
Invesco/Amvescap April 2000 - March 2004
Skills
Life Insurance, Long-Term Care, Strategic Planning
Education
High Point University
Bachelor of Science (BS), Business
Colorado State University
Economics
The Prudential Insurance Company of America July 2015 - Present
Pacific Life Insurance Company April 2013 - June 2015
Wells Fargo Advisors May 2011 - April 2013
Lincoln Financial Distributors September 2004 - May 2011
Invesco/Amvescap April 2000 - March 2004
Skills
Life Insurance, Long-Term Care, Strategic Planning
Education
High Point University
Bachelor of Science (BS), Business
Colorado State University
Economics
Jason Chiang's Pacific Life Insurance Company Experience 2000 - 2003
Job Auditor and Management Consultant
Industry Management Consulting
Experience
Resources Global Professionals & Independent Consultant May 2009 - Present
Rothstein Kass 2007 - 2009
Stonefield Josephson 2006 - 2007
GMAC Mortgage Company 2005 - 2006
Fremont Investment & Loan 2003 - 2004
Pacific Life Insurance Company 2000 - 2003
RSM McGladrey / McGladrey & Pullen 1993 - 2000
Skills
Sarbanes-Oxley Act, Internal Audit, @Risk, Banking, Internal Controls, Auditing, Accounting, Sarbanes-Oxley, US GAAP, Financial Risk, Enterprise Risk..., Process Improvement, Risk Assessment, COSO, SOX 404, SEC filings, CPA, Financial Audits, SEC Filings
Education
Bucknell University 1989 — 1993
BSBA
Resources Global Professionals & Independent Consultant May 2009 - Present
Rothstein Kass 2007 - 2009
Stonefield Josephson 2006 - 2007
GMAC Mortgage Company 2005 - 2006
Fremont Investment & Loan 2003 - 2004
Pacific Life Insurance Company 2000 - 2003
RSM McGladrey / McGladrey & Pullen 1993 - 2000
Skills
Sarbanes-Oxley Act, Internal Audit, @Risk, Banking, Internal Controls, Auditing, Accounting, Sarbanes-Oxley, US GAAP, Financial Risk, Enterprise Risk..., Process Improvement, Risk Assessment, COSO, SOX 404, SEC filings, CPA, Financial Audits, SEC Filings
Education
Bucknell University 1989 — 1993
BSBA
Cynthia Tse's Pacific Life Insurance Company Experience January 2007 - Present
Job Senior Accounting Control Specialist/Team Lead at Pacific Life
Industry Insurance
Experience
Pacific Life Insurance Company January 2007 - Present
Skills
Financial Analysis, Process Improvement, Insurance, Financial Reporting, Risk Management, Business Analysis, Access, Business Process..., Analysis
Education
California State University-Fullerton - College of Business and Economics 1998 — 2000
Master of Business Administration (M.B.A.), Business Statistics & Accounting and Finance
University of North Texas 1991 — 1995
Bachelor of Science (B.S.), Management Information Systems, General
Pacific Life Insurance Company January 2007 - Present
Skills
Financial Analysis, Process Improvement, Insurance, Financial Reporting, Risk Management, Business Analysis, Access, Business Process..., Analysis
Education
California State University-Fullerton - College of Business and Economics 1998 — 2000
Master of Business Administration (M.B.A.), Business Statistics & Accounting and Finance
University of North Texas 1991 — 1995
Bachelor of Science (B.S.), Management Information Systems, General
Mike Wauters's Pacific Life Insurance Company Experience June 2000 - May 2009
Job Chief Financial Officer at Wilshire Associates
Industry Insurance
Experience
Wilshire Associates September 2009 - Present
Pacific Life Insurance Company June 2000 - May 2009
Pacific Life Insurance Company June 2000 - May 2009
Pacific Life June 2000 - May 2009
Ernst & Young 1989 - 1999
Ernst & Young (formerly Ernst & Whinney) 1989 - 1999
Skills
Financial Modeling, Investments, Finance, Due Diligence, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Asset Management, Accounting, Risk Management, Mutual Funds
Education
California State University-Long Beach 1984 — 1988
BS - Business Administraiton, Business Administration - Professional Accounting
California State University-Long Beach - College of Business Administration 1984 — 1988
Bachelor of Science - Business Administration Professional Accounting
Wilshire Associates September 2009 - Present
Pacific Life Insurance Company June 2000 - May 2009
Pacific Life Insurance Company June 2000 - May 2009
Pacific Life June 2000 - May 2009
Ernst & Young 1989 - 1999
Ernst & Young (formerly Ernst & Whinney) 1989 - 1999
Skills
Financial Modeling, Investments, Finance, Due Diligence, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Asset Management, Accounting, Risk Management, Mutual Funds
Education
California State University-Long Beach 1984 — 1988
BS - Business Administraiton, Business Administration - Professional Accounting
California State University-Long Beach - College of Business Administration 1984 — 1988
Bachelor of Science - Business Administration Professional Accounting
Emmanuelle Brooks's Pacific Life Insurance Company Experience October 2000 - Present
Job Compliance Analyst at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company October 2000 - Present
Education
California State University-Long Beach 1996 — 2000
Bachelor of Science (BS), Finance, General
Pacific Life Insurance Company October 2000 - Present
Education
California State University-Long Beach 1996 — 2000
Bachelor of Science (BS), Finance, General
Richard Novak's Pacific Life Insurance Company Experience December 2005 - March 2010
Job Tax Specialist 3 at Southern California Edison
Industry Utilities
Experience
Southern California Edison March 2010 - Present
Pacific Life Insurance Company December 2005 - March 2010
Nissan North America, Inc. January 2004 - December 2005
Education
Golden Gate University 1983 — 1986
Master of Science (M.S.), Taxation
University of Massachusetts, Amherst 1971 — 1973
Master of Science (MS), Business Administration/Accounting
University of Massachusetts, Amherst 1967 — 1971
Bachelor of Science (B.S.), Mathematics
Southern California Edison March 2010 - Present
Pacific Life Insurance Company December 2005 - March 2010
Nissan North America, Inc. January 2004 - December 2005
Education
Golden Gate University 1983 — 1986
Master of Science (M.S.), Taxation
University of Massachusetts, Amherst 1971 — 1973
Master of Science (MS), Business Administration/Accounting
University of Massachusetts, Amherst 1967 — 1971
Bachelor of Science (B.S.), Mathematics
Carl B Jackson's Pacific Life Insurance Company Experience April 2005 - February 2009
Job Military Historian
Industry E-Learning
Experience
Self December 2013 - Present
Pacific Life Insurance Company April 2005 - February 2009
Netigy 2000 - 2001
Skills
Information Security..., Information Security, Business Continuity, Program Management, CISSP, Leadership, Consulting, Risk Management, Business Continuity..., Governance, Militiary Historian, Management Consulting, Vendor Management, Disaster Recovery, Crisis Management, Security, Enterprise Software, Management, IT Strategy
Education
Norwich University 2012 — 2014
Master of Arts (M.A.), Military History
Boise State University 1970 — 1974
Bachelor of Business Administration, Finance
Self December 2013 - Present
Pacific Life Insurance Company April 2005 - February 2009
Netigy 2000 - 2001
Skills
Information Security..., Information Security, Business Continuity, Program Management, CISSP, Leadership, Consulting, Risk Management, Business Continuity..., Governance, Militiary Historian, Management Consulting, Vendor Management, Disaster Recovery, Crisis Management, Security, Enterprise Software, Management, IT Strategy
Education
Norwich University 2012 — 2014
Master of Arts (M.A.), Military History
Boise State University 1970 — 1974
Bachelor of Business Administration, Finance
Heather Betonte's Pacific Life Insurance Company Experience 2003 - Present
Job Consultant at Pacific Life
Industry Insurance
Experience
Pacific Life Consultant, IMD Accounting & ReportingPacific LifeJune 2003 - Present
Pacific Life Insurance Company 2003 - Present
Education
California State University-Long Beach - College of Business Administration 1998 — 2001
Pacific Life Consultant, IMD Accounting & ReportingPacific LifeJune 2003 - Present
Pacific Life Insurance Company 2003 - Present
Education
California State University-Long Beach - College of Business Administration 1998 — 2001
Laurene Macelwee's Pacific Life Insurance Company Experience 2011 - Present
Job Vice President at Pacific Life Fund Advisors LLC
Industry Financial Services
Experience
Pacific Life Insurance Company 2011 - Present
Pacific Life Fund Advisors 1987 - Present
Education
California State University-Fullerton 1983 — 1991
Bachelor of Arts (BA), Business Administration
Pioneer High School
Pacific Life Insurance Company 2011 - Present
Pacific Life Fund Advisors 1987 - Present
Education
California State University-Fullerton 1983 — 1991
Bachelor of Arts (BA), Business Administration
Pioneer High School
Connie Fan's Pacific Life Insurance Company Experience 2000 - March 2010
Job Senior Principal Engineer at Western Digital
Industry Information Technology and Services
Experience
Western Digital March 2010 - Present
Pacific Life Insurance Company 2000 - March 2010
Ceridian 1997 - 2000
Union Bank of California 1993 - 1996
Skills
Software Development, SDLC, Integration, Agile Methodologies, Software Project..., SharePoint, Business Intelligence, Microsoft SQL Server, Enterprise Architecture, Process Improvement, Visual Studio, .NET, Visio, SQL, Disaster Recovery, Project Management, C#, Solution Architecture, HTML, Data Warehousing, Architectures, Databases, Requirements Analysis, Business Process, XML, Business Analysis, Enterprise Software, Software Engineering, Vendor Management, Leadership, CRM, Big Data, R programming, Jira, Automation, Scripting, Cloud Computing, Testing, Linux, Management, Program Management
Education
UCLA Extension
Amazon Web Services Technical Essential and Solutions Architect
Johns Hopkins Bloomberg School of Public Health 2014 — 2015
Dakota State University 2009 — 2011
Master's of Science, Information Systems
California State University-Fullerton
Bachelor of Science, Computer Science
Western Digital March 2010 - Present
Pacific Life Insurance Company 2000 - March 2010
Ceridian 1997 - 2000
Union Bank of California 1993 - 1996
Skills
Software Development, SDLC, Integration, Agile Methodologies, Software Project..., SharePoint, Business Intelligence, Microsoft SQL Server, Enterprise Architecture, Process Improvement, Visual Studio, .NET, Visio, SQL, Disaster Recovery, Project Management, C#, Solution Architecture, HTML, Data Warehousing, Architectures, Databases, Requirements Analysis, Business Process, XML, Business Analysis, Enterprise Software, Software Engineering, Vendor Management, Leadership, CRM, Big Data, R programming, Jira, Automation, Scripting, Cloud Computing, Testing, Linux, Management, Program Management
Education
UCLA Extension
Amazon Web Services Technical Essential and Solutions Architect
Johns Hopkins Bloomberg School of Public Health 2014 — 2015
Dakota State University 2009 — 2011
Master's of Science, Information Systems
California State University-Fullerton
Bachelor of Science, Computer Science
Aleksandra Hulisz, M.S.'s Pacific Life Insurance Company Experience 2004 - 2005
Job Immigration Services Officer, RPCV Paraguay
Industry Government Relations
Experience
U.S. Department of Homeland Security June 2015 - Present
American Income Life Insurance Company November 2014 - April 2015
Peace Corps May 2012 - July 2014
BLB Resources, Inc December 2011 - May 2012
American InterContinental University August 2005 - November 2011
Newport Mesa Unified School District March 2005 - June 2005
Pacific Life Insurance Company 2004 - 2005
Ayres Hotels of Southern California 1997 - 2004
U.S. Census Bureau 2000 - 2000
Skills
Spanish, Leadership, Public Speaking, Nonprofits, Intercultural..., Community Outreach, Management, Event Planning, Time Management, International Relations, Social Media, Recruiting, Social Networking, Marketing, Microsoft Office, Fundraising, Customer Service, Higher Education, Sustainability, Research, Training, Polish, Study Abroad Programs, Student Recruiting, Travel Planning
Education
Universitat de Barcelona 2001 — 2002
Study Abroad Program through UCI
DePaul University 2007 — 2009
M.S., International Public Service and Management
University of California, Irvine 1998 — 2003
B.A.'S, Double Major: Social Ecology and Women's Studies
Costa Mesa High School 1994 — 1998
High School, General Studies
U.S. Department of Homeland Security June 2015 - Present
American Income Life Insurance Company November 2014 - April 2015
Peace Corps May 2012 - July 2014
BLB Resources, Inc December 2011 - May 2012
American InterContinental University August 2005 - November 2011
Newport Mesa Unified School District March 2005 - June 2005
Pacific Life Insurance Company 2004 - 2005
Ayres Hotels of Southern California 1997 - 2004
U.S. Census Bureau 2000 - 2000
Skills
Spanish, Leadership, Public Speaking, Nonprofits, Intercultural..., Community Outreach, Management, Event Planning, Time Management, International Relations, Social Media, Recruiting, Social Networking, Marketing, Microsoft Office, Fundraising, Customer Service, Higher Education, Sustainability, Research, Training, Polish, Study Abroad Programs, Student Recruiting, Travel Planning
Education
Universitat de Barcelona 2001 — 2002
Study Abroad Program through UCI
DePaul University 2007 — 2009
M.S., International Public Service and Management
University of California, Irvine 1998 — 2003
B.A.'S, Double Major: Social Ecology and Women's Studies
Costa Mesa High School 1994 — 1998
High School, General Studies
Courtney Aristondo's Pacific Life Insurance Company Experience August 2008 - Present
Job Channel Marketing Manager
Industry Financial Services
Experience
Pacific Life Insurance Company August 2008 - Present
Pacific Life December 1999 - August 2008
Pacific Life December 1997 - December 1999
Skills
Sales, Investments, Insurance, Marketing, Relationship Management, Direct Marketing
Education
Framingham State University 1991 — 1993
Bachelor of Science, Food Chemisty
Westfield State College 1988 — 1991
Pacific Life Insurance Company August 2008 - Present
Pacific Life December 1999 - August 2008
Pacific Life December 1997 - December 1999
Skills
Sales, Investments, Insurance, Marketing, Relationship Management, Direct Marketing
Education
Framingham State University 1991 — 1993
Bachelor of Science, Food Chemisty
Westfield State College 1988 — 1991
Peter Toma's Pacific Life Insurance Company Experience 2004 - 2007
Job Senior Accounting Analyst at Rushmore Loan Management Services LLC
Industry Financial Services
Experience
Rushmore Loan Management Services LLC June 2013 - Present
QBE FIRST 2011 - January 2013
First American Financial 2009 - 2011
State Street Investment Managment Solutions 2007 - 2009
Pacific Life Insurance Company 2004 - 2007
Skills
Fixed Income, Sales, Payroll, Accounting, Investments, Financial Reporting, Account Reconciliation, Auditing, Forecasting, Analysis, Cash Flow, General Ledger, Management, SOFTWARE EXPERIENCE...
Education
California State University-Sacramento 1998 — 2001
BA, Economics
Rushmore Loan Management Services LLC June 2013 - Present
QBE FIRST 2011 - January 2013
First American Financial 2009 - 2011
State Street Investment Managment Solutions 2007 - 2009
Pacific Life Insurance Company 2004 - 2007
Skills
Fixed Income, Sales, Payroll, Accounting, Investments, Financial Reporting, Account Reconciliation, Auditing, Forecasting, Analysis, Cash Flow, General Ledger, Management, SOFTWARE EXPERIENCE...
Education
California State University-Sacramento 1998 — 2001
BA, Economics
Starla Yamauchi's Pacific Life Insurance Company Experience Sr. Labor and Employment ParalegalNew Century Mortgage2004 - 2007
Job Sr. Paralegal Analyst at Pacific Life Insurance Company
Industry Insurance
Experience
Pacific Life Insurance Company Sr. Labor and Employment ParalegalNew Century Mortgage2004 - 2007
Skills
Insurance, Employment Law
Education
California State University-Long Beach 1988 — 1993
Pacific Life Insurance Company Sr. Labor and Employment ParalegalNew Century Mortgage2004 - 2007
Skills
Insurance, Employment Law
Education
California State University-Long Beach 1988 — 1993
Heni Anesi's Pacific Life Insurance Company Experience 2003 - January 2009
Job Salary Professional Senior Accounting Analyst Consultant at Robert Half Finance & Accounting
Industry Accounting
Experience
Robert Half Finance & Accounting May 2015 - Present
Century Group March 2014 - April 2015
BreitBurn Energy March 2014 - May 2014
Pacific Life Financial Reporting March 2013 - October 2013
Precision Diagnostic Imaging Inc February 2009 - March 2013
Pacific Life Insurance Company 2003 - January 2009
Security First Insurance Group 1999 - 2005
Skills
Human Resources, Recruiting, Leadership, Talent Acquisition, Change Management, Team Building, Interviews, Negotiation, Customer Service, Sourcing, Payroll, IFRS, Accounting, Financial Reporting, Process Improvement, PeopleSoft, Public Speaking
Education
Hope International University 2005 — 2007
MBA, Management/Finance
University of Phoenix 2003 — 2004
BS, Accounting
California State University-Long Beach - College of Business Administration 1986 — 2000
Business Administration
Robert Half Finance & Accounting May 2015 - Present
Century Group March 2014 - April 2015
BreitBurn Energy March 2014 - May 2014
Pacific Life Financial Reporting March 2013 - October 2013
Precision Diagnostic Imaging Inc February 2009 - March 2013
Pacific Life Insurance Company 2003 - January 2009
Security First Insurance Group 1999 - 2005
Skills
Human Resources, Recruiting, Leadership, Talent Acquisition, Change Management, Team Building, Interviews, Negotiation, Customer Service, Sourcing, Payroll, IFRS, Accounting, Financial Reporting, Process Improvement, PeopleSoft, Public Speaking
Education
Hope International University 2005 — 2007
MBA, Management/Finance
University of Phoenix 2003 — 2004
BS, Accounting
California State University-Long Beach - College of Business Administration 1986 — 2000
Business Administration
Mark Kneale's Pacific Life Insurance Company Experience June 1997 - March 2003
Job Territory Manager, Field Service Engineer, Client Support, EndUser Trainer, Sales
Industry Information Technology and Services
Experience
Foresight Systems May 2013 - Present
Nothing But NET February 2012 - April 2013
Lowe's Home Improvement May 2010 - November 2011
Mitchell International October 2006 - March 2010
Tuff Shed March 2006 - October 2006
Infinity Insurance March 2005 - March 2006
Liberty Mutual Insurance March 2004 - March 2005
Andrews Hi-Tech May 2003 - December 2003
PACIFIC LIFE INSURANCE COMPANY June 1997 - March 2003
Johnstone Supply July 1995 - June 1997
Skills
Creative Writer, Communication Skills, Interpersonal..., Building Relationships, Model Making, Power Tools, Designs, Client Liaison, Account Management, Technical Support, Customer Support, Time Management, Ethics, Goal Oriented, Project Coordination, Computer Proficiency, Cloud Computing, Software, Hands-on Training, Instructor-led Training, Business Relationship..., Cross-functional Team..., Skilled Communicator, Highly skilled..., Skilled Relationship..., Skilled Trades, SaaS, Toastmasters, Disaster Recovery, Virtualization, Insurance, Customer Satisfaction, Sales, Troubleshooting, Analysis, Customer Retention, Solution Selling, Training, Compliance, Hardware, Microsoft Office, Networking, Customer Service, Adaptability, Windows, Client Rapport, Call Centers, Security, Vendor Management, Marketing
Education
University of Redlands 1999 — 2002
Bachelors of Science
Orange Coast College 1992 — 1995
Associates of Arts
Art Center College of Design
Foresight Systems May 2013 - Present
Nothing But NET February 2012 - April 2013
Lowe's Home Improvement May 2010 - November 2011
Mitchell International October 2006 - March 2010
Tuff Shed March 2006 - October 2006
Infinity Insurance March 2005 - March 2006
Liberty Mutual Insurance March 2004 - March 2005
Andrews Hi-Tech May 2003 - December 2003
PACIFIC LIFE INSURANCE COMPANY June 1997 - March 2003
Johnstone Supply July 1995 - June 1997
Skills
Creative Writer, Communication Skills, Interpersonal..., Building Relationships, Model Making, Power Tools, Designs, Client Liaison, Account Management, Technical Support, Customer Support, Time Management, Ethics, Goal Oriented, Project Coordination, Computer Proficiency, Cloud Computing, Software, Hands-on Training, Instructor-led Training, Business Relationship..., Cross-functional Team..., Skilled Communicator, Highly skilled..., Skilled Relationship..., Skilled Trades, SaaS, Toastmasters, Disaster Recovery, Virtualization, Insurance, Customer Satisfaction, Sales, Troubleshooting, Analysis, Customer Retention, Solution Selling, Training, Compliance, Hardware, Microsoft Office, Networking, Customer Service, Adaptability, Windows, Client Rapport, Call Centers, Security, Vendor Management, Marketing
Education
University of Redlands 1999 — 2002
Bachelors of Science
Orange Coast College 1992 — 1995
Associates of Arts
Art Center College of Design
Amie Tran's Pacific Life Insurance Company Experience January 2008 - September 2013
Job Sr SOX Compliance & Financial Process Analyst at Pacific Life Insurance
Industry Accounting
Experience
Pacific Life September 2013 - Present
Pacific Life Insurance Company January 2008 - September 2013
Moss Adams LLP 2004 - 2007
Skills
Internal Controls, Sarbanes-Oxley Act, GAAP, General Ledger, Accounting, Auditing, Finance, Internal Audit, Financial Accounting, US GAAP, Financial Analysis, Financial Reporting
Education
California State University-Fullerton 1990 — 1993
Pacific Life September 2013 - Present
Pacific Life Insurance Company January 2008 - September 2013
Moss Adams LLP 2004 - 2007
Skills
Internal Controls, Sarbanes-Oxley Act, GAAP, General Ledger, Accounting, Auditing, Finance, Internal Audit, Financial Accounting, US GAAP, Financial Analysis, Financial Reporting
Education
California State University-Fullerton 1990 — 1993
David Rosuck's Pacific Life Insurance Company Experience September 2014 - Present
Job Vice President Marketing & Innovations at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company September 2014 - Present
Pacific Life Insurance Company August 2003 - September 2014
ING Security Life March 1999 - August 2003
MetLife May 1990 - April 1999
Skills
Advanced Sales, Business Development, Coaching, Consultative Sales, Estate Planning, Executive Benefits, Leadership, Life Insurance, Long-term Care, Product Training, Public Speaking, Retirement Strategies, Sales Management, Strategic Marketing, Training, Webinars
Education
Indiana University Bloomington 1986 — 1990
Liberal Arts
Pacific Life Insurance Company September 2014 - Present
Pacific Life Insurance Company August 2003 - September 2014
ING Security Life March 1999 - August 2003
MetLife May 1990 - April 1999
Skills
Advanced Sales, Business Development, Coaching, Consultative Sales, Estate Planning, Executive Benefits, Leadership, Life Insurance, Long-term Care, Product Training, Public Speaking, Retirement Strategies, Sales Management, Strategic Marketing, Training, Webinars
Education
Indiana University Bloomington 1986 — 1990
Liberal Arts
Hana Santos's Pacific Life Insurance Company Experience September 2000 - Present
Job Marketing Director, Key Accounts Marketing at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company September 2000 - Present
Pacific Life Insurance Company September 2000 - March 2003
Skills
Life Insurance, Retirement Planning, Marketing Strategy, Financial Services, Leadership, Management, Problem Solving, Relationship Management, Series 6, Strategic Planning
Education
California State University-Long Beach
Pacific Life Insurance Company September 2000 - Present
Pacific Life Insurance Company September 2000 - March 2003
Skills
Life Insurance, Retirement Planning, Marketing Strategy, Financial Services, Leadership, Management, Problem Solving, Relationship Management, Series 6, Strategic Planning
Education
California State University-Long Beach
Carleton Muench, CFA's Pacific Life Insurance Company Experience October 2006 - Present
Job Vice President at Pacific Life
Industry Investment Management
Experience
Pacific Life March 2014 - Present
Pacific Life Insurance Company October 2006 - Present
The Mason Companies October 2003 - September 2006
Manulife Financial (John Hancock) October 1998 - August 2002
Education
Northeastern University - Graduate School of Business Administration 1998 — 2000
Masters of Science, Finance
Northeastern University 1993 — 1998
Bachelors of Science in Business Administration, Finance & Investments
Pacific Life March 2014 - Present
Pacific Life Insurance Company October 2006 - Present
The Mason Companies October 2003 - September 2006
Manulife Financial (John Hancock) October 1998 - August 2002
Education
Northeastern University - Graduate School of Business Administration 1998 — 2000
Masters of Science, Finance
Northeastern University 1993 — 1998
Bachelors of Science in Business Administration, Finance & Investments
Thomas Buergi PMP MBA's Pacific Life Insurance Company Experience July 2009 - Present
Job IT Professional PMP MBA
Industry Information Technology and Services
Experience
Pacific Life Insurance Company July 2009 - Present
Newport Beach Vineyard & Winery August 2007 - Present
IT Profesional July 2008 - July 2009
St. Joseph Health System November 2008 - January 2009
WaMu August 2003 - July 2008
Long Beach Mortgage Co April 2003 - August 2003
Planetary Networks April 2001 - May 2002
LMKI January 2000 - January 2001
Skills
Team Building, Project Management, Leadership, Mergers, Partner Management, Vendor Management, Program Management, Management, PMP, Process Improvement, Change Management, ITIL, IT Management, Business Analysis, Integration, Data Center, Visio, Avaya, Nortel, Disaster Recovery, Cloud Computing, IT Strategy, VMware, IT Operations, SDLC, Security, Cisco Technologies, Troubleshooting, Enterprise Architecture, Software Project..., SharePoint, Team Leadership, Virtualization, DNS, Solution Architecture, VoIP, PMO, Citrix, Information Security, Resource Management, IT Service Management, VMware ESX, Project Planning, Telecommunications, Enterprise Software, Servers, Firewalls, Software Documentation, Information Security..., CISSP
Education
California State Polytechnic University-Pomona 1996 — 2001
MBA, MIS Management Information Systems IT
California State Polytechnic University-Pomona 1991 — 1996
Bachelor of Architecture, Architecture with Geology Minor
University of California, Davis
Winemaker Certification, UCD Extension Program
Pacific Life Insurance Company July 2009 - Present
Newport Beach Vineyard & Winery August 2007 - Present
IT Profesional July 2008 - July 2009
St. Joseph Health System November 2008 - January 2009
WaMu August 2003 - July 2008
Long Beach Mortgage Co April 2003 - August 2003
Planetary Networks April 2001 - May 2002
LMKI January 2000 - January 2001
Skills
Team Building, Project Management, Leadership, Mergers, Partner Management, Vendor Management, Program Management, Management, PMP, Process Improvement, Change Management, ITIL, IT Management, Business Analysis, Integration, Data Center, Visio, Avaya, Nortel, Disaster Recovery, Cloud Computing, IT Strategy, VMware, IT Operations, SDLC, Security, Cisco Technologies, Troubleshooting, Enterprise Architecture, Software Project..., SharePoint, Team Leadership, Virtualization, DNS, Solution Architecture, VoIP, PMO, Citrix, Information Security, Resource Management, IT Service Management, VMware ESX, Project Planning, Telecommunications, Enterprise Software, Servers, Firewalls, Software Documentation, Information Security..., CISSP
Education
California State Polytechnic University-Pomona 1996 — 2001
MBA, MIS Management Information Systems IT
California State Polytechnic University-Pomona 1991 — 1996
Bachelor of Architecture, Architecture with Geology Minor
University of California, Davis
Winemaker Certification, UCD Extension Program
Cunningham, Kim's Pacific Life Insurance Company Experience August 2011 - Present
Job Human Resource Executive
Industry Human Resources
Experience
Pacific Life Insurance Company August 2011 - Present
CalOptima May 2002 - August 2011
Maxxim Medical August 2000 - November 2001
Parker Hannifin Corporation September 1989 - July 1999
Skills
Human Resources, Leadership Development, Employee Relations, Organizational..., Deferred Compensation, Personnel Management, Talent Management, Benefits Administration, Recruiting, Strategy, Succession Planning, Executive Coaching, Performance Management, Onboarding, Career Development, Labor Relations, Talent Acquisition, New Hire Orientations, Interviews, Workforce Planning, HR Policies, Organizational..., Policy, Training, Organizational Design, Conflict Resolution, Change Management, HRIS, Employee Engagement, Employee Benefits, Applicant Tracking..., Hiring, Temporary Placement, College Recruiting, Employee Training, Job Descriptions, Sourcing, Technical Recruiting
Education
Adrian College 1977 — 1981
BA, Education
Pacific Life Insurance Company August 2011 - Present
CalOptima May 2002 - August 2011
Maxxim Medical August 2000 - November 2001
Parker Hannifin Corporation September 1989 - July 1999
Skills
Human Resources, Leadership Development, Employee Relations, Organizational..., Deferred Compensation, Personnel Management, Talent Management, Benefits Administration, Recruiting, Strategy, Succession Planning, Executive Coaching, Performance Management, Onboarding, Career Development, Labor Relations, Talent Acquisition, New Hire Orientations, Interviews, Workforce Planning, HR Policies, Organizational..., Policy, Training, Organizational Design, Conflict Resolution, Change Management, HRIS, Employee Engagement, Employee Benefits, Applicant Tracking..., Hiring, Temporary Placement, College Recruiting, Employee Training, Job Descriptions, Sourcing, Technical Recruiting
Education
Adrian College 1977 — 1981
BA, Education
Paul Nguyen's Pacific Life Insurance Company Experience September 2002 - April 2009
Job Ironman Triathlete | Brand Ambassador for SUGOi Performance Apparel, OGIO Endurance and Honey Stinger Nutrition
Industry Health, Wellness and Fitness
Experience
First American Financial Corporation April 2015 - Present
Self May 2009 - April 2015
Pacific Life Insurance Company September 2002 - April 2009
Pacific Life Insurance Company March 2000 - September 2002
Pacific Life Insurance Company February 1998 - March 2000
Los Angeles Cellular Telephone Company December 1993 - May 1997
Skills
Process Improvement, Customer Service, Java, Microsoft SQL Server, CRM, Visio, Insurance, Project Management, Strategic Planning, Business Analysis, Entrepreneurship, Sponsorship, Triathlon, Sports Nutrition, Fitness Training, Fitness Instruction, Core Strength, Flexibility Training, Marketing, Marketing Strategy, New Business Development, Agile Methodologies, Software Development..., Quality Assurance, Software Quality..., Software Documentation, Business Development, Integration, Account Management, Project Planning, Program Management, Software Development, Software Project..., Team Building, Training, Sales, Sales Operations, Direct Sales, Microsoft Office, AS400 system, CBIS, Citrix Metaframe, Oasys, Oracle, SQL, Unix, Vantage, Internet, Fitness, Endurance
Education
California State University-Long Beach - College of Business Administration 1991 — 1995
Marketing, Marketing
First American Financial Corporation April 2015 - Present
Self May 2009 - April 2015
Pacific Life Insurance Company September 2002 - April 2009
Pacific Life Insurance Company March 2000 - September 2002
Pacific Life Insurance Company February 1998 - March 2000
Los Angeles Cellular Telephone Company December 1993 - May 1997
Skills
Process Improvement, Customer Service, Java, Microsoft SQL Server, CRM, Visio, Insurance, Project Management, Strategic Planning, Business Analysis, Entrepreneurship, Sponsorship, Triathlon, Sports Nutrition, Fitness Training, Fitness Instruction, Core Strength, Flexibility Training, Marketing, Marketing Strategy, New Business Development, Agile Methodologies, Software Development..., Quality Assurance, Software Quality..., Software Documentation, Business Development, Integration, Account Management, Project Planning, Program Management, Software Development, Software Project..., Team Building, Training, Sales, Sales Operations, Direct Sales, Microsoft Office, AS400 system, CBIS, Citrix Metaframe, Oasys, Oracle, SQL, Unix, Vantage, Internet, Fitness, Endurance
Education
California State University-Long Beach - College of Business Administration 1991 — 1995
Marketing, Marketing
Allison Bergeron's Pacific Life Insurance Company Experience February 2003 - October 2003
Job Director of Planned Giving & Major Gifts Officer
Industry Nonprofit Organization Management
Experience
Mater Dei High School August 2014 - Present
Mater Dei High School July 2008 - August 2014
Catholic Education Foundation February 2007 - June 2008
The Association of Catholic Student Councils November 2003 - October 2006
Pacific Life Insurance Company February 2003 - October 2003
Skills
Non-profits, Research, Event Management, Fundraising, Curriculum Design, Teaching, Social Media, Public Speaking, Leadership, Marketing, Program Development, PowerPoint, Strategic Planning
Education
Villanova University 2013 — 2013
Master of Public Administration (MPA), Public Administration
California State University-Long Beach 2007 — 2008
Certified Specialist in Planned Giving, CSPG
Villanova University 1996 — 2000
BA, History, English
Mater Dei High School August 2014 - Present
Mater Dei High School July 2008 - August 2014
Catholic Education Foundation February 2007 - June 2008
The Association of Catholic Student Councils November 2003 - October 2006
Pacific Life Insurance Company February 2003 - October 2003
Skills
Non-profits, Research, Event Management, Fundraising, Curriculum Design, Teaching, Social Media, Public Speaking, Leadership, Marketing, Program Development, PowerPoint, Strategic Planning
Education
Villanova University 2013 — 2013
Master of Public Administration (MPA), Public Administration
California State University-Long Beach 2007 — 2008
Certified Specialist in Planned Giving, CSPG
Villanova University 1996 — 2000
BA, History, English
Alyssa Coon's Pacific Life Insurance Company Experience January 2012 - Present
Job Attorney at Pacific Life Insurance Company
Industry Legal Services
Experience
Pacific Life Insurance Company January 2012 - Present
Pacific Life Insurance Company May 2006 - January 2012
Skills
Corporate Real Estate, Corporate Contracts, Business Analysis, Data Analysis, Microsoft Excel, Corporate Law, Due Diligence, Securities Regulation, Mergers & Acquisitions, Negotiation, Estate Planning
Education
Brandman University, Part of the Chapman University System 2012 — 2014
Master of Business Administration (M.B.A.)
Whittier Law School 2007 — 2011
Juris Doctor (J.D.)
Santa Ana College 2006 — 2007
Paralegal Certificate
Chapman University 2003 — 2005
Bachelor of Arts (B.A.), Criminal Justice and Sociology
Pacific Life Insurance Company January 2012 - Present
Pacific Life Insurance Company May 2006 - January 2012
Skills
Corporate Real Estate, Corporate Contracts, Business Analysis, Data Analysis, Microsoft Excel, Corporate Law, Due Diligence, Securities Regulation, Mergers & Acquisitions, Negotiation, Estate Planning
Education
Brandman University, Part of the Chapman University System 2012 — 2014
Master of Business Administration (M.B.A.)
Whittier Law School 2007 — 2011
Juris Doctor (J.D.)
Santa Ana College 2006 — 2007
Paralegal Certificate
Chapman University 2003 — 2005
Bachelor of Arts (B.A.), Criminal Justice and Sociology
Michelle O'Haren JD, LLM, CPA, CFP®, ChFC®'s Pacific Life Insurance Company Experience December 2004 - Present
Job Retirement Resource Consultant at Pacific Life
Industry Financial Services
Experience
Pacific Life Insurance Company December 2004 - Present
WorthMark Financial Services 1999 - 2004
Equitable Distributors 1998 - 1999
Financial Service Corporation (FSC) 1991 - 1997
Education
Emory University School of Law
LLM
University of Notre Dame
BBA
University of Notre Dame Law School
JD
Pacific Life Insurance Company December 2004 - Present
WorthMark Financial Services 1999 - 2004
Equitable Distributors 1998 - 1999
Financial Service Corporation (FSC) 1991 - 1997
Education
Emory University School of Law
LLM
University of Notre Dame
BBA
University of Notre Dame Law School
JD
Lisa Marie Gonzalez's Pacific Life Insurance Company Experience 1999 - 2006
Job Information Security Engineer
Industry Computer Software
Experience
Altegrity/HireRight Inc. March 2012 - Present
Altegrity/HireRight Inc. 2009 - 2012
IBM/FileNet 2006 - 2009
Pacific Life Insurance Company 1999 - 2006
PwC Consulting 1997 - 1999
SAP America, Inc. 1995 - 1997
FileNet 1990 - 1995
Northrop Corporation 1989 - 1990
MAI Basic Four, Inc. 1987 - 1989
Hughes Aircraft Corporation 1985 - 1987
Skills
Computer Security, Network Security, Vulnerability Management, Information Security, CISSP, Security, Information Security..., Encryption, PCI DSS, ISO 27001, Cloud Computing, Vulnerability Assessment, Networking, ITIL, Penetration Testing, Computer Forensics, Linux, TCP/IP, Intrusion Detection, Disaster Recovery, Firewalls, Security Audits, Cisco Technologies, Enterprise Software, Web Application Security, Business Continuity, Project Management, Application Security, Virtualization, Enterprise Architecture, Information Management, Solution Architecture, VMware, Security Architecture..., Infrastructure, Data Security, Information Assurance, Active Directory, Data Center
Education
Computer Forensics: California State University- Fullerton 2011 — 2012
California State University-Fullerton 1982 — 1987
Bachelor of Science (B.S.)
Altegrity/HireRight Inc. March 2012 - Present
Altegrity/HireRight Inc. 2009 - 2012
IBM/FileNet 2006 - 2009
Pacific Life Insurance Company 1999 - 2006
PwC Consulting 1997 - 1999
SAP America, Inc. 1995 - 1997
FileNet 1990 - 1995
Northrop Corporation 1989 - 1990
MAI Basic Four, Inc. 1987 - 1989
Hughes Aircraft Corporation 1985 - 1987
Skills
Computer Security, Network Security, Vulnerability Management, Information Security, CISSP, Security, Information Security..., Encryption, PCI DSS, ISO 27001, Cloud Computing, Vulnerability Assessment, Networking, ITIL, Penetration Testing, Computer Forensics, Linux, TCP/IP, Intrusion Detection, Disaster Recovery, Firewalls, Security Audits, Cisco Technologies, Enterprise Software, Web Application Security, Business Continuity, Project Management, Application Security, Virtualization, Enterprise Architecture, Information Management, Solution Architecture, VMware, Security Architecture..., Infrastructure, Data Security, Information Assurance, Active Directory, Data Center
Education
Computer Forensics: California State University- Fullerton 2011 — 2012
California State University-Fullerton 1982 — 1987
Bachelor of Science (B.S.)
Jennifer Zurek's Pacific Life Insurance Company Experience April 2014 - Present
Job Operations Manager at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company April 2014 - Present
Pacific Life Insurnace Company August 2013 - March 2014
Pacific Life Insurance Company January 2012 - July 2013
Pacific Life Insurance Company June 2002 - December 2011
Education
Illinois State University 1998 — 2002
Finance
Pacific Life Insurance Company April 2014 - Present
Pacific Life Insurnace Company August 2013 - March 2014
Pacific Life Insurance Company January 2012 - July 2013
Pacific Life Insurance Company June 2002 - December 2011
Education
Illinois State University 1998 — 2002
Finance
Bill Lacure's Pacific Life Insurance Company Experience March 2015 - Present
Job Regional Director, LongTerm Care (LTC) at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company March 2015 - Present
JPMorgan Chase May 2011 - September 2014
Paychex July 2009 - April 2011
Pacific Life Insurance Company April 2008 - January 2009
Nationwide Financial 2002 - 2008
Skills
Series 7, Series 6, Life & Health Insurance..., Financial Services, Estate Planning, Small Business, Life Insurance, Relationship Management, Series 63, Strategic Planning, Asset Allocation, Long-term Care
Education
Duquesne University 1998 — 2001
MBA, MS, Business and Environmental Policy
University of Michigan 1993 — 1998
Bachelors of Science, Environmental Policy & Behavior
Pacific Life Insurance Company March 2015 - Present
JPMorgan Chase May 2011 - September 2014
Paychex July 2009 - April 2011
Pacific Life Insurance Company April 2008 - January 2009
Nationwide Financial 2002 - 2008
Skills
Series 7, Series 6, Life & Health Insurance..., Financial Services, Estate Planning, Small Business, Life Insurance, Relationship Management, Series 63, Strategic Planning, Asset Allocation, Long-term Care
Education
Duquesne University 1998 — 2001
MBA, MS, Business and Environmental Policy
University of Michigan 1993 — 1998
Bachelors of Science, Environmental Policy & Behavior
Berniece Stout, CLU, ChFC, CFP®'s Pacific Life Insurance Company Experience 1993 - 2003
Job Advanced Case Design Specialist
Industry Insurance
Experience
HCLSM 2012 - 2013
GP Agency 2011 - 2011
Society Financial Service Professionals 2000 - 2011
Lincoln Financial Distributors June 2003 - February 2009
Lincoln Financial Group (formerly Jefferson Pilot Financial) 2003 - 2009
Pacific Life Insurance Company 1993 - 2003
Education
College for Financial Planning 2005 — 2006
CFP
The American College
CLU ChFC, Financial services
HCLSM 2012 - 2013
GP Agency 2011 - 2011
Society Financial Service Professionals 2000 - 2011
Lincoln Financial Distributors June 2003 - February 2009
Lincoln Financial Group (formerly Jefferson Pilot Financial) 2003 - 2009
Pacific Life Insurance Company 1993 - 2003
Education
College for Financial Planning 2005 — 2006
CFP
The American College
CLU ChFC, Financial services
Bruce Paegel's Pacific Life Insurance Company Experience February 2003 - January 2009
Job Business Development Manager
Industry Financial Services
Experience
Ridgewood Securities Corporation September 2015 - Present
Allstate Insurance Agency April 2015 - September 2015
Citibank April 2009 - December 2014
Pacific Life Insurance Company February 2003 - January 2009
III Mark Financial 1990 - 2003
Skills
Annuities & Mutual Funds, FINRA 6 & 63 Licensed, Life & Health Insurance..., Property & Casualty..., California Notary, NMLS ID 727585, Life Insurance, Major Medical, Variable Annuities, Mutual Funds, Financial Services, Insurance, Investments, Finance, Portfolio Management, Relationship Management, Sales, Series 63, Wealth Management
Education
Humboldt State University 1976 — 1979
Botany
Santa Monica College 1974 — 1976
General Studies
Ridgewood Securities Corporation September 2015 - Present
Allstate Insurance Agency April 2015 - September 2015
Citibank April 2009 - December 2014
Pacific Life Insurance Company February 2003 - January 2009
III Mark Financial 1990 - 2003
Skills
Annuities & Mutual Funds, FINRA 6 & 63 Licensed, Life & Health Insurance..., Property & Casualty..., California Notary, NMLS ID 727585, Life Insurance, Major Medical, Variable Annuities, Mutual Funds, Financial Services, Insurance, Investments, Finance, Portfolio Management, Relationship Management, Sales, Series 63, Wealth Management
Education
Humboldt State University 1976 — 1979
Botany
Santa Monica College 1974 — 1976
General Studies
Adrianne Georgantas's Pacific Life Insurance Company Experience March 2001 - July 2014
Job Sr. Project Analyst
Industry Financial Services
Experience
Pacific Life Insurance Company March 2001 - July 2014
Disneyland Resort January 2001 - February 2001
RBF Consulting, a Company of Michael Baker International May 1999 - December 2000
Skills
Series 6, Instructor-led Training, Training, Public Speaking, Project Planning, Building Business..., Coaching, Customer Service, Microsoft Office, Mobile Technology, Problem Solving, Relationship Management, Seminars, Webinars, Planning, Long-term Care
Education
University of Phoenix 2004 — 2006
Master of Business Administration (M.B.A.)
California State Polytechnic University-Pomona 1996 — 1999
Bachelor of Science, Urban Planning
Arizona State University 1994 — 1996
Urban Studies/Affairs
Pacific Life Insurance Company March 2001 - July 2014
Disneyland Resort January 2001 - February 2001
RBF Consulting, a Company of Michael Baker International May 1999 - December 2000
Skills
Series 6, Instructor-led Training, Training, Public Speaking, Project Planning, Building Business..., Coaching, Customer Service, Microsoft Office, Mobile Technology, Problem Solving, Relationship Management, Seminars, Webinars, Planning, Long-term Care
Education
University of Phoenix 2004 — 2006
Master of Business Administration (M.B.A.)
California State Polytechnic University-Pomona 1996 — 1999
Bachelor of Science, Urban Planning
Arizona State University 1994 — 1996
Urban Studies/Affairs
Louis Zaffino's Pacific Life Insurance Company Experience May 1996 - March 2006
Job Senior Underwriter at Newtek Small Business Finance
Industry Banking
Experience
Newtek Small Business Finance May 2013 - Present
Opus Bank May 2012 - May 2013
Aurora Bank FSB June 2009 - May 2012
First Private Bank and Trust May 2008 - March 2009
Vineyard Bank August 2007 - April 2008
Pacific Southwest Realty Services April 2006 - May 2007
Pacific Life Insurance Company May 1996 - March 2006
Resolution Trust Corporation 1990 - 1995
Skills
Financial Modeling, Negotiation, Market Research, Commercial Lending, Underwriting, Loans, Mortgage Lending, Real Estate, Financial Analysis, Banking, Portfolio Management, Asset Managment, Account Management, Appraisals, Asset Based Lending, Asset Management, Budgets, Commercial Banking, Commercial Mortgages, Commercial Real Estate, Construction Loans, Credit, Credit Analysis, Credit Risk, Default, Disposition, Due Diligence, Equities, FHA, Finance, Financial Reporting, Financial Risk, Financial Services, Foreclosures, Home Equity Lines of..., Investment Properties, Investments, Lines Of Credit, Loan Modifications, Loan Origination, Loan Servicing, Loss Mitigation, Marketing, Mortgage Banking, Mortgage Servicing, Mortgage Underwriting, New Business Development, Property Management, REO, Real Estate Development
Education
California State University-Long Beach 1986 — 1989
Bachelor's Degree, Business Administration - Finance
Estancia
High Schoot Diploma
Newtek Small Business Finance May 2013 - Present
Opus Bank May 2012 - May 2013
Aurora Bank FSB June 2009 - May 2012
First Private Bank and Trust May 2008 - March 2009
Vineyard Bank August 2007 - April 2008
Pacific Southwest Realty Services April 2006 - May 2007
Pacific Life Insurance Company May 1996 - March 2006
Resolution Trust Corporation 1990 - 1995
Skills
Financial Modeling, Negotiation, Market Research, Commercial Lending, Underwriting, Loans, Mortgage Lending, Real Estate, Financial Analysis, Banking, Portfolio Management, Asset Managment, Account Management, Appraisals, Asset Based Lending, Asset Management, Budgets, Commercial Banking, Commercial Mortgages, Commercial Real Estate, Construction Loans, Credit, Credit Analysis, Credit Risk, Default, Disposition, Due Diligence, Equities, FHA, Finance, Financial Reporting, Financial Risk, Financial Services, Foreclosures, Home Equity Lines of..., Investment Properties, Investments, Lines Of Credit, Loan Modifications, Loan Origination, Loan Servicing, Loss Mitigation, Marketing, Mortgage Banking, Mortgage Servicing, Mortgage Underwriting, New Business Development, Property Management, REO, Real Estate Development
Education
California State University-Long Beach 1986 — 1989
Bachelor's Degree, Business Administration - Finance
Estancia
High Schoot Diploma
Amanda Yanik's Pacific Life Insurance Company Experience August 2010 - Present
Job Internet Marketing Coordinator at Pacific Life Insurance Company
Industry Internet
Experience
Pacific Life Insurance Company August 2010 - Present
Homestead, of Intuit September 2009 - April 2010
Silverman Law Firm August 2008 - August 2009
Farrell and Seldin 2007 - 2008
Skills
Web Analytics, Microsoft Excel, SEO
Education
Colorado State University 2002 — 2006
BA, English Creative Writing
Pacific Life Insurance Company August 2010 - Present
Homestead, of Intuit September 2009 - April 2010
Silverman Law Firm August 2008 - August 2009
Farrell and Seldin 2007 - 2008
Skills
Web Analytics, Microsoft Excel, SEO
Education
Colorado State University 2002 — 2006
BA, English Creative Writing
Mary Ann Ochs's Pacific Life Insurance Company Experience January 1998 - April 2009
Job LVN
Industry Hospital & Health Care
Experience
Vitas Innovative Hospice Care March 2012 - Present
Brightstar, San Juan Capistrano and September 2011 - May 2012
Avail Home Health, Incorporated June 2011 - August 2011
Panorama Convalescent Center February 2011 - July 2011
Pacific Life Insurance Company January 1998 - April 2009
Unocal Corporation January 1993 - July 1997
Skills
strong analytical..., readily develop rapport..., ability to multitask..., Health, Clinical Research, Home Care, Nursing
Education
Homestead Schools 2009 — 2010
LVN, Licensed Practical Nursing
University of Santo Tomas 1977 — 1982
Bachelor of Science, Chemical Engineering
Vitas Innovative Hospice Care March 2012 - Present
Brightstar, San Juan Capistrano and September 2011 - May 2012
Avail Home Health, Incorporated June 2011 - August 2011
Panorama Convalescent Center February 2011 - July 2011
Pacific Life Insurance Company January 1998 - April 2009
Unocal Corporation January 1993 - July 1997
Skills
strong analytical..., readily develop rapport..., ability to multitask..., Health, Clinical Research, Home Care, Nursing
Education
Homestead Schools 2009 — 2010
LVN, Licensed Practical Nursing
University of Santo Tomas 1977 — 1982
Bachelor of Science, Chemical Engineering
Estevan Botello's Pacific Life Insurance Company Experience February 2004 - August 2004
Job Financial Services Professional
Industry Financial Services
Experience
Wells Fargo December 2010 - November 2011
WAMU INVESTMENTS / CHASE January 2006 - May 2009
WAMU INVESTMENTS January 2006 - January 2008
BEL LLC November 2004 - November 2005
BEL LLC November 2004 - November 2005
Pacific Life Insurance Company February 2004 - August 2004
PIMCO / State Street IMS June 1998 - March 2003
Skills
Mutual Funds, Options, Finance, Asset Management, Bonds, Banking, Insurance
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1995 — 1998
B.A., Finance
California State University of Fullerton
B.A, Business Administration/Finance
Wells Fargo December 2010 - November 2011
WAMU INVESTMENTS / CHASE January 2006 - May 2009
WAMU INVESTMENTS January 2006 - January 2008
BEL LLC November 2004 - November 2005
BEL LLC November 2004 - November 2005
Pacific Life Insurance Company February 2004 - August 2004
PIMCO / State Street IMS June 1998 - March 2003
Skills
Mutual Funds, Options, Finance, Asset Management, Bonds, Banking, Insurance
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1995 — 1998
B.A., Finance
California State University of Fullerton
B.A, Business Administration/Finance
Eric Mills's Pacific Life Insurance Company Experience October 1989 - Present
Job Vice President at Pacific Life Insurance Company
Industry Insurance
Experience
Pacific Life Insurance Company October 1989 - Present
EF Hutton Life Insurance Company/First Capital Life Insurance Company May 1982 - October 1989
Education
University of San Diego School of Law 1988 — 1992
LLM, Tax
Thomas Jefferson School of Law 1983 — 1987
BSL, JD, Law
San Diego State University-California State University 1972 — 1978
Music, Economics, English
Southwestern Community College District 1974 — 1975
AA
College of Marin 1973 — 1973
Pacific Life Insurance Company October 1989 - Present
EF Hutton Life Insurance Company/First Capital Life Insurance Company May 1982 - October 1989
Education
University of San Diego School of Law 1988 — 1992
LLM, Tax
Thomas Jefferson School of Law 1983 — 1987
BSL, JD, Law
San Diego State University-California State University 1972 — 1978
Music, Economics, English
Southwestern Community College District 1974 — 1975
AA
College of Marin 1973 — 1973
Jill Laird's Pacific Life Insurance Company Experience 1986 - 2006
Job Sr. Case Manager
Industry Insurance
Experience
Millennium Settlements November 2013 - Present
Calderon Settlements Group April 2006 - November 2013
Pacific Life 1986 - 2006
Pacific Life Insurance Company 1986 - 2006
Skills
Fixed Annuities, Insurance, Claim, Structured Settlements, Case Managment, Customer Service, Document Review, Quote Preparation, Lex Romana Secretary..., Personal Injury, Accident, Mediation, Medical Malpractice
Education
University of Notre Dame - Mendoza College of Business 2004 — 2004
Certified Structured Settlments Consultant, Structured Settlements
Central Connecticut State University 1978 — 1983
Bachelor's degree, Business Administration
Millennium Settlements November 2013 - Present
Calderon Settlements Group April 2006 - November 2013
Pacific Life 1986 - 2006
Pacific Life Insurance Company 1986 - 2006
Skills
Fixed Annuities, Insurance, Claim, Structured Settlements, Case Managment, Customer Service, Document Review, Quote Preparation, Lex Romana Secretary..., Personal Injury, Accident, Mediation, Medical Malpractice
Education
University of Notre Dame - Mendoza College of Business 2004 — 2004
Certified Structured Settlments Consultant, Structured Settlements
Central Connecticut State University 1978 — 1983
Bachelor's degree, Business Administration
Stacy Marsh's Pacific Life Insurance Company Experience September 2009 - August 2014
Job Attorney
Industry Law Practice
Experience
Pacific Life Insurance Company September 2009 - August 2014
Gibson, Dunn & Crutcher LLP 2007 - 2009
The First American Corporation April 2005 - July 2007
Gibson Dunn & Crutcher LLP 2000 - 2005
Skills
Corporate Governance, Corporate Law, Securities, Licensing, Legal Research, Legal Writing, Mergers & Acquisitions, Executive Pay, Securities Regulation, Commercial Litigation, Civil Litigation, Due Diligence, Appeals, Class Actions, Private Equity, Joint Ventures, Contract Negotiation, Trade Secrets, Litigation, Legal Advice, Litigation Management, Business Litigation, Employment Law
Education
University of Minnesota Law School 1997 — 2000
JD
Iowa State University 1992 — 1996
Bachelor of Science
Pacific Life Insurance Company September 2009 - August 2014
Gibson, Dunn & Crutcher LLP 2007 - 2009
The First American Corporation April 2005 - July 2007
Gibson Dunn & Crutcher LLP 2000 - 2005
Skills
Corporate Governance, Corporate Law, Securities, Licensing, Legal Research, Legal Writing, Mergers & Acquisitions, Executive Pay, Securities Regulation, Commercial Litigation, Civil Litigation, Due Diligence, Appeals, Class Actions, Private Equity, Joint Ventures, Contract Negotiation, Trade Secrets, Litigation, Legal Advice, Litigation Management, Business Litigation, Employment Law
Education
University of Minnesota Law School 1997 — 2000
JD
Iowa State University 1992 — 1996
Bachelor of Science
Isabella Ma's Pacific Life Insurance Company Experience November 2012 - Present
Job Accounting Control Specialist at Pacific Life
Industry Accounting
Experience
Pacific Life Insurance Company November 2012 - Present
Databoy Accounting and Bookkeeping February 2010 - November 2012
Law Offices of Gray and Prouty July 2007 - August 2009
Skills
Accounting, QuickBooks, Bookkeeping, Data Entry, 10 Key, Microsoft Excel, Filing, Microsoft Word, Wordperfect, Financial Statements, Finance, Access
Education
California State University-Fullerton 2010 — 2013
M.S., Accountancy
University of California, Davis 2005 — 2009
B.A., Economics
Pacific Life Insurance Company November 2012 - Present
Databoy Accounting and Bookkeeping February 2010 - November 2012
Law Offices of Gray and Prouty July 2007 - August 2009
Skills
Accounting, QuickBooks, Bookkeeping, Data Entry, 10 Key, Microsoft Excel, Filing, Microsoft Word, Wordperfect, Financial Statements, Finance, Access
Education
California State University-Fullerton 2010 — 2013
M.S., Accountancy
University of California, Davis 2005 — 2009
B.A., Economics
Joni Trenda's Pacific Life Insurance Company Experience July 2013 - Present
Job Manager, Facilities Operations at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company July 2013 - Present
Pacific Life Insurance Company March 1989 - June 2013
Skills
Property Management, Vendor Management, Facilities Operations, Project Management, Requirements Gathering, Process Improvement, Business Analysis, Sales Support, Microsoft Office, Visio, SharePoint
Education
California State University-Fullerton 2000 — 2005
Bachelor of Arts (B.A.), Communications
Pacific Life Insurance Company July 2013 - Present
Pacific Life Insurance Company March 1989 - June 2013
Skills
Property Management, Vendor Management, Facilities Operations, Project Management, Requirements Gathering, Process Improvement, Business Analysis, Sales Support, Microsoft Office, Visio, SharePoint
Education
California State University-Fullerton 2000 — 2005
Bachelor of Arts (B.A.), Communications
Jeff Castledine's Pacific Life Insurance Company Experience October 2005 - Present
Job Regional Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company October 2005 - Present
Jackson National Life June 2002 - September 2005
MassMutual Financial Group June 1998 - May 2002
Northwestern Mutual March 1995 - May 1998
Skills
Consultatative Sales, Life Insurance, Business Planning, Executive Benefits, Management, Retirement Strategies, Sales and Marketing, Succession Planning, Territory Management
Education
Colorado State University 1990 — 1993
B.S., Psychology
Pacific Life Insurance Company October 2005 - Present
Jackson National Life June 2002 - September 2005
MassMutual Financial Group June 1998 - May 2002
Northwestern Mutual March 1995 - May 1998
Skills
Consultatative Sales, Life Insurance, Business Planning, Executive Benefits, Management, Retirement Strategies, Sales and Marketing, Succession Planning, Territory Management
Education
Colorado State University 1990 — 1993
B.S., Psychology
Debra Kelley-Sweigart, CFP, PP, PLS's Pacific Life Insurance Company Experience 1997 - 1998
Job Sales Assistant/Paralegal at J. Smith Lanier & Co.
Industry Legal Services
Experience
J. Smith Lanier & Co. April 2014 - Present
Browning & Smith, LLC August 2013 - November 2013
Centene Corporation July 2012 - August 2013
Murray Z. Kahn, P.C. 2011 - 2012
Laura W. Anderson, Esq. 2011 - 2012
McCormack Financial Planning, Inc. 2006 - 2007
Bank One Corporation 1998 - 2004
Pacific Life Insurance Company 1997 - 1998
Skills
Management, Corporate Governance, Sales, Legal Writing, Legal Research, Teamwork, Trials, Litigation, Corporate Law, Employment Law, Paralegals, Westlaw, Appeals
Education
Kansas State University
BS, Biological Sciences/Pre-Dentistry
Kennesaw State University
Certificate, Paralegal
J. Smith Lanier & Co. April 2014 - Present
Browning & Smith, LLC August 2013 - November 2013
Centene Corporation July 2012 - August 2013
Murray Z. Kahn, P.C. 2011 - 2012
Laura W. Anderson, Esq. 2011 - 2012
McCormack Financial Planning, Inc. 2006 - 2007
Bank One Corporation 1998 - 2004
Pacific Life Insurance Company 1997 - 1998
Skills
Management, Corporate Governance, Sales, Legal Writing, Legal Research, Teamwork, Trials, Litigation, Corporate Law, Employment Law, Paralegals, Westlaw, Appeals
Education
Kansas State University
BS, Biological Sciences/Pre-Dentistry
Kennesaw State University
Certificate, Paralegal
Heather Vaillancourt's Pacific Life Insurance Company Experience July 2014 - July 2014
Job Inventory Support Specialist at Hyundai MOBIS
Industry Renewables & Environment
Experience
Hyundai MOBIS October 2014 - Present
Pacific Life Insurance Company July 2014 - July 2014
Global Power Electronics November 2013 - March 2014
Covidien Neurovascular July 2012 - September 2013
Engineering, Architecture, Technology, Communications Industries October 2009 - June 2012
Sea Launch November 2002 - September 2009
FCB Worldwide March 1990 - April 2001
Skills
Technical Writing, Administrative Support, Organizing, MS Office Suite, Process Improvement, Documentation, Presentation Support, Global Logistics, Media Buying, Data Analysis, MS Project, Project Management, SharePoint
Education
Chapman University
Bachelor of Science, Business Administration
S2 Insight 2012 — 2012
Project Management Methodology
Career Networking Workshops
Hyundai MOBIS October 2014 - Present
Pacific Life Insurance Company July 2014 - July 2014
Global Power Electronics November 2013 - March 2014
Covidien Neurovascular July 2012 - September 2013
Engineering, Architecture, Technology, Communications Industries October 2009 - June 2012
Sea Launch November 2002 - September 2009
FCB Worldwide March 1990 - April 2001
Skills
Technical Writing, Administrative Support, Organizing, MS Office Suite, Process Improvement, Documentation, Presentation Support, Global Logistics, Media Buying, Data Analysis, MS Project, Project Management, SharePoint
Education
Chapman University
Bachelor of Science, Business Administration
S2 Insight 2012 — 2012
Project Management Methodology
Career Networking Workshops
Debbie McGurk's Pacific Life Insurance Company Experience July 2004 - Present
Job Inforce Coordinator at Pacific Life Insurance Company
Industry Insurance
Experience
Pacific Life Insurance Company July 2004 - Present
APC Air Conditioning and Heating, Inc. October 2002 - July 2004
Esker July 1999 - January 2002
Skills
Microsoft Excel, Microsoft Word, Microsoft Outlook, Visual Basic 5.0/6.0
Education
Cal State Fullerton 2001 — 2004
BS, Accounting and Finance, Cum Laude
Saddleback College
Associate of Arts (A.A.), Magna Cum Laude
Pacific Life Insurance Company July 2004 - Present
APC Air Conditioning and Heating, Inc. October 2002 - July 2004
Esker July 1999 - January 2002
Skills
Microsoft Excel, Microsoft Word, Microsoft Outlook, Visual Basic 5.0/6.0
Education
Cal State Fullerton 2001 — 2004
BS, Accounting and Finance, Cum Laude
Saddleback College
Associate of Arts (A.A.), Magna Cum Laude
Coleen Gregory's Pacific Life Insurance Company Experience 1997 - 2003
Job Sr. Real Estate Paralegal at Cassin & Cassin LLP
Industry Legal Services
Experience
Cassin & Cassin LLP 2010 - Present
Snell & Wilmer 2007 - 2010
Cassin & Cassin LLP 2004 - 2007
Pacific Life Insurance Company 1997 - 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Due Diligence
Education
Coastline Community College
Associate of Arts (A.A.)/Paralegal Certificate, Business/Paralegal Studies
Cassin & Cassin LLP 2010 - Present
Snell & Wilmer 2007 - 2010
Cassin & Cassin LLP 2004 - 2007
Pacific Life Insurance Company 1997 - 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Due Diligence
Education
Coastline Community College
Associate of Arts (A.A.)/Paralegal Certificate, Business/Paralegal Studies
Rayner Linda's Pacific Life Insurance Company Experience May 1990 - Present
Job Director, Conference Planning
Industry Events Services
Experience
Pacific Life Insurance Company May 1990 - Present
Education
California Polytechnic State University-San Luis Obispo 1972 — 1974
Bachelor of Science (BS), Dietetics/Dietitian
Moorpark College 1970 — 1972
Associate of Arts (AA), General Studies
Pacific Life Insurance Company May 1990 - Present
Education
California Polytechnic State University-San Luis Obispo 1972 — 1974
Bachelor of Science (BS), Dietetics/Dietitian
Moorpark College 1970 — 1972
Associate of Arts (AA), General Studies
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO