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.,
Pacific Life Insurance Company List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Pacific Life Insurance Company. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Pacific Life Insurance Company Salaries. You can even request information on how much does Pacific Life Insurance Company pay if you want to. Learn about salaries, pros and cons of working for Pacific Life Insurance Company directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
322 Pacific Life Insurance Company employees in database. Find out everything there's to know about Pacific Life Insurance Company employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Pacific Life Insurance Company Employees
Pacific Life Insurance Company March 2001 - Present
Skills
Sales Management, Leadership, Series 6, Series 63, Life & Health Insurance..., Coaching, Financial Services, Mutual Funds, Variable Annuities, Long-term Care, Fixed Annuities
Education
University of Nebraska at Omaha
B.S.B.A., Economics
Pacific Life Insurance Company September 2003 - Present
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Long-term Care
Education
Abraham Lincoln School of Law
Juris Doctor (J.D.)
University of California, Los Angeles
Bachelor's Degree
Pacific Life Insurance Company November 2001 - Present
Deutsche Bank November 1996 - November 2001
Skills
Financial Modeling, Portfolio Management, Risk Management, Analytics, CMBS, Structured Finance, Securitization, Valuation, Securities, MBS, Asset Management, Capital Markets, Bloomberg, Real Estate Economics, Investment Management, Investment Banking, Investments, Fixed Income, Bonds, Due Diligence, Equities, Private Equity, Financial Services, Financial Structuring, Financial Analysis, Mutual Funds, Series 7
Education
University of California, Los Angeles 1981 — 1984
Bachelor of Arts (BA), Economics
Pacific Life Insurance Company April 2015 - Present
Voya Financial September 2014 - March 2015
ING May 2013 - September 2014
ING July 2006 - May 2013
ING March 2004 - July 2006
Marsh Financial Services November 1999 - March 2004
Prudential Financial September 1996 - October 1999
Skills
Life Insurance, Relationship Management, Public Speaking, Financial Services, Management, Retirement Planning
Education
The University of North Dakota 1989 — 1992
Bachelor of Science (B.S.), Criminal Justice and Corrections
Alexander Ramsey High School 1982 — 1986
High School
Pacific Life Insurance Company May 2014 - Present
MetLife August 2009 - April 2014
UBS February 2005 - August 2009
Merrill Lynch February 2003 - February 2005
Pioneer Investments 2001 - 2003
Prudential Securities 1995 - 2001
AXA Advisors 1990 - 1995
Skills
Retirement, Retirement Planning, Fixed Annuities, Series 7, Mutual Funds, Sales, 401k, Life Insurance, Series 63, Asset Allocation, Variable Annuities, Long-term Care
Education
Southern Methodist University 1985 — 1989
BA, Economics
Pacific Life Insurance Company September 2014 - Present
Pacific Life Insurance Company April 2012 - August 2014
TD Ameritrade February 2010 - December 2011
Waddell & Reed June 2007 - January 2010
Skills
Consultative Selling, Relationship Management, Asset Allocation, Retirement Planning, Strategic Planning, Customer Service, Variable Annuities, Fixed Annuities, Mutual Funds, Series 63, Series 7
Education
University of Nebraska at Omaha 2003 — 2006
Bachelor's Degree, Business Administration and Management
DealerSocket July 2014 - Present
Word & Brown General Agency January 2014 - July 2014
Banc of California September 2013 - October 2013
Smith Micro Software February 2013 - August 2013
Pacific Life Insurance Company September 2012 - November 2012
Ultra Electronics Airport Systems February 2012 - June 2012
CoreLogic March 2010 - January 2012
Borland Software June 2007 - October 2009
Pacific Life Insurance Company November 2002 - June 2007
Skills
Technical Writing, Manuals, Agile Methodologies, Requirements Analysis, Software Documentation, Software Development, XML, Technical Documentation, SDLC, Business Analysis, HTML, Testing, Enterprise Software, Project Management, Windows, Analysis, Visio, Process Improvement, Training, RoboHelp, Online Help, SharePoint, FrameMaker, Project Planning, SnagIt, Technical Communication, Content Management, Requirements Gathering, DITA, Single Sourcing, MadCap Flare, XMetal, Scrum, Documentation
Education
University of California, Irvine
B.A.
Cooper Standard December 2014 - Present
Arrow Electronics July 2014 - December 2014
Arrow Electronics January 2013 - July 2014
Resources Global Professionals March 2011 - December 2012
GMAC Financial Services December 2007 - October 2009
Ford Motor Company August 2006 - December 2007
International Truck and Engine Corporation August 2005 - August 2006
Pacific Life Insurance Company May 2004 - August 2004
TD Waterhouse September 2000 - May 2003
Skills
Financial Modeling, Capital Markets, Derivatives, Financial Reporting, Variance Analysis, Mergers & Acquisitions, Financial Analysis, Strategic Financial..., Finance, Corporate Finance, Risk Management, Accounting, Due Diligence, Forecasting, Analysis, Financial Planning
Education
Michigan State University - The Eli Broad College of Business 2003 — 2005
Master of Business Administration, Finance and Corporate Accounting
Michigan State University, The Eli Broad College of Business 1992 — 1997
Bachelor of Arts, Marketing
Pacific Life Insurance Company January 2008 - Present
The Hartford 2005 - 2008
Kemper Annuities 2003 - 2004
Kemper annuities 1999 - 2003
Van Kampen Investments 1998 - 1999
Education
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
Bachelor's Degree, Marketing and Communications
East aurora
Pacific Life Insurance Company April 2000 - Present
Skills
401(k), 403(b), Advanced Sales, Annuities, Asset Allocation, Business Building, Business Development, Business Planning, Coaching, Consultative Sales, Financial Products, Financial Services, Fixed Annuities, Income Planning, Indexed Annuities, Individual(k), Industry Training, IRAs, Long-term Care, Mutual Funds, Practice Management, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, ROTH IRA, Sales, Sales & Marketing, Sales Support, Seminars, SEP IRA, SIMPLE IRA, Social Security, Strategic Planning, Training, Variable Annuities
Education
Texas Wesleyan University 1983 — 1986
Bachelor of Science (B.S.), Psychology
Texas Christian University 1981 — 1983
Pacific Life Insurance Company August 1995 - Present
Skills
Real Estate Financing, Real Estate Valuation, Commercial Real Estate, Capital Markets, International Real..., Structured Finance, Syndications, Mezzanine, Subordinated Debt, CMBS, Loan Origination, Construction Loans, Argus Modeling, Underwriting, Real Estate Economics, DCF Valuation, Mortgage Lending, Commercial Mortgages
Education
University of California, Berkeley 1987 — 1990
Bachelor's Degree, Business Administration and Management, General
Lowell High School 1982 — 1986
High School
Experian Consumer Direct August 2013 - Present
Laminar Consulting Services Inc. February 2011 - Present
StyleCliques.com March 2010 - Present
Experian Consumer Direct March 2008 - September 2011
CIBER Inc August 2006 - March 2008
OOMC August 2004 - August 2006
LaSalle Bank, ABN AMRO February 2003 - August 2004
American Management Systems AMS September 2000 - March 2002
Pacific Life Insurance Company October 1997 - July 2000
Wells Fargo Bank December 1991 - June 1997
Skills
Agile Methodologies, SDLC, Agile Project Management, SharePoint, Quality Assurance, .NET, Testing, Data Warehousing, Oracle, Integration, Test Planning, Software Documentation, Test Cases, System Testing, Microsoft SQL Server, Risk Management, Change Management, Software Quality..., Business Intelligence, Software Project..., Change Control, Web Applications, Software Development, Visio, Waterfall, Scrum, Databases, Offshore Resource..., Business Analysis, Production Support, Test Management, Manual Testing, Regression Testing, User Acceptance Testing, Vendor Management, Requirements Analysis, Requirements Gathering, SQL, Management, Leadership, Process Improvement
Education
University of California, Riverside 1991 — 1994
Business Administration, Accounting
Pacific Life Insurance Company November 1999 - Present
Skills
Mutual Funds, Variable Annuities, Fixed Annuities, Long-term Care
Education
Tulane University
Bachelor of Arts (B.A.), Psychology
Pacific Life Insurance Company 1998 - Present
Pacific Life 1998 - 2015
Pacific Life 1998 - 2015
Pacific Life 1998 - 2015
California Fields, Inc. January 1980 - December 1998
Skills
Financial Services, Retirement Planning, Public Speaking, Fixed Annuities, Variable Annuities, Social Security, Employee Training, Business Develo, Advanced Sales, Income Planning, Mutual Funds, Sales & Marketing
Education
Temple University
Bachelor's Degree, Actuarial Science/Insurance & Risk
Pacific Life Insurance Company August 2014 - Present
Harris-Hersh Financial Services June 2009 - August 2014
AccuQuote May 2005 - December 2008
AccuQuote June 2004 - May 2005
Estates Windows, Ltd November 2003 - May 2004
Zurich Life October 2001 - November 2003
Skills
Marketing, Customer Service, Customer Satisfaction, Sales, Business Planning, Training, Life Insurance, Microsoft Office, Series 6
Education
St. Norbert College 1997 — 2001
Bachelor of Arts (B.A.), Communication, Media and Theatre
Pacific Life Insurance Company February 2014 - Present
Forethought Financial Group, Inc. August 2013 - February 2014
Prudential Financial January 2013 - August 2013
AllianceBernstein November 2004 - December 2012
AIM Investments July 2003 - October 2004
AIM Investments January 2002 - June 2003
AIM Investments October 1999 - December 2001
AIM Investments July 1998 - September 1999
Van Kampen American Capital January 1997 - July 1998
Van Kampen American Capital July 1995 - December 1996
Skills
Fixed Annuities, Mutual Funds, Variable Annuities, Asset Allocation, Financial Services, 401k, Series 6, Retirement, Retirement Planning, Annuities, Series 7, Series 63
Education
The University of Texas at Austin 1990 — 1994
Bachelor of Arts, Economics
Pacific Life Insurance Company February 2011 - Present
Scott Johnson Consulting October 2010 - February 2011
Creative Marketing, Inc. October 2007 - October 2010
Creative Marketing, Inc. July 2005 - September 2007
Life Quotes, Inc. January 2004 - July 2005
Life Quotes, Inc. October 1996 - December 2003
AUCTORIS (M Financial Firm) June 1995 - October 1996
Northwestern Mutual Life June 1985 - June 1995
Education
The American College 1990 — 1993
Chartered Life Underwriter
University of Denver - Daniels College of Business 1974 — 1978
BSBA, Hotel, Motel, and Restaurant Management
Tata Consultancy Services (TCS) July 2013 - Present
Leaders in Services, Technology & Manufacturing Contracts Management in the Greater Texas Area 2013 - Present
Kinetic Concepts/ArjoHuntleigh Inc. November 2008 - February 2013
Pacific Life Insurance Company June 2002 - July 2008
EON Reality / Realitybuy November 1997 - February 2002
Lockheed Martin 1987 - 1996
Skills
Contract Development, Negotiation, Change Management, Vendor Management, Contract Negotiation, Contract Management, Problem Solving, Pricing, Operations Management, Strategic Planning, Customer Relations, Software Development, Project Planning, Software Design, Customer Service, Program Management, Project Management, Management, Process Improvement, Marketing, Purchasing Negotiation, RFx process, Technology, Budgets, Cross-functional Team..., Human Resources, Sales, Business Process..., Access, Networking, Business Analysis, Forecasting, Strategy, Product Management, Analysis, Business Development, Start-ups, Team Leadership, CRM
Education
University of Colorado Denver 1991 — 1993
EMBA, Management/Finance
San Jose State University 1978 — 1983
B.S., Admin/Marketing
Pacific Life Insurance Company April 2014 - Present
Ash Brokerage March 2003 - April 2014
Ash Brokerage April 2009 - January 2011
Skills
Life Insurance, Estate Planning, Consultative Sales, Concept knowledge
Education
Purdue University 1997 — 2001
Organizational Leadership and Supervision
Carroll High School
The Hartford January 2014 - Present
Pacific Life Insurance Company June 2011 - January 2014
Sound Consulting Services September 2009 - May 2011
Securian Financial Group 1998 - 2008
Minnesota Life Insurance Company 1991 - 1998
Skills
Employee Benefits, Leadership, Management, Budgets, Business Development, Disability Insurance, Health Insurance, Life Insurance, Mutual Funds, New Business Development, Retirement Planning, Risk Management, Sales, Sales Management, Series 6, Selling, Strategic Planning, Team Building, Underwriting, Vendor Management, Financial Services, Term Life Insurance
Education
The American College 1992 — 1995
Chartered Life Underwriter - CLU
University of Maryland College Park 1988 — 1990
MA
Montana State University-Bozeman
Pacific Life Insurance Company February 2005 - Present
Skills
Mutual Funds, Variable Annuities, Fixed Annuities, Long-term Care, Series 7, Series 6, Series 63, Life Insurance, Fusion, Seminars, Client Presentation
Education
Plymouth State University
Bachelor's Degree, Business Administration
Pacific Life Insurance Company January 2008 - Present
New Century Financial Corporation September 2004 - January 2008
Skadden Arps September 2001 - August 2004
Girardi & Keese May 1999 - May 2000
Skills
Mergers, Securities, SEC filings, Due Diligence, Corporate Governance, Corporate Finance, Capital Markets, Private Equity, Risk Management, Asset Management, Corporate Law, Licensing, Acquisitions, Executive Management, Hedge Funds, Joint Ventures
Education
Loyola Law School, Loyola Marymount University 1998 — 2001
JD
University of Notre Dame 1994 — 1998
B.S., Science-Business Collegiate Sequence
Seattle Preparatory School 1990 — 1994
Pacific Life Insurance Company June 2007 - Present
National Financial Partners 2004 - 2007
Executive Compensation Institute (M Financial Member Firm), 2003 - 2004
Charles Schwab 2000 - 2003
Skills
Life Insurance, Retirement Planning, Estate Planning, Series 7, Executive Benefits, Long Term Care, Advanced Sales, Series 26
Education
Texas State University-San Marcos
Bachelor of Business Administration (BBA), Finance, General
Pacific Life October 2011 - Present
Pacific Life Insurance Company May 2010 - January 2012
Pacific Life February 2008 - May 2010
Pacific Life June 2007 - February 2008
Skills
Product Development, Insurance, Product Management, Actuarial Science, Product Design, Leadership, Risk Management, Business Development, Pricing, Investments, Life Insurance, Analytics, Business Analysis, Analysis, Management, Process Improvement, Financial Services
Education
University of California, Los Angeles - Fielding School of Public Health 1997 — 1998
Biostatistics
CSULB 1995 — 1997
B.S., Mathematics
Pacific Life Insurance Company July 2009 - Present
Aviva plc April 2009 - July 2009
Genworth Financial August 2006 - April 2009
Crump Life Insurance Services February 2003 - August 2006
First Institutional Marketing, Inc. (FIMI) November 1998 - February 2003
Northwestern Mutual August 1997 - November 1998
Skills
Life Insurance, Retirement Planning, Long-term Care, Fixed Annuities, Insurance, Retirement, Disability Insurance, Term Life Insurance, Financial Services, Financial Planning, Estate Planning, Investments, Sales
Education
Klein High School
Sam Houston State University
University of Houston
MetLife March 2015 - Present
MetLife July 2013 - March 2015
TIME Financial September 2009 - May 2013
Actively Seeking Employment July 2009 - September 2009
Phoenix Life Insurance Company September 2007 - July 2009
Executive Financial LLC October 2006 - September 2007
Pacific Life Insurance Company June 2004 - October 2006
UVEST Financial Services, Inc September 2003 - June 2004
Penn Mutual Life Insurance Co May 2002 - September 2003
Capital Choice Advisors April 2001 - May 2002
Skills
Salesforce.com, Excel
Education
University of Arkansas at Little Rock 1988 — 1993
BA, Sociology
Hot Springs High School 1985 — 1988
High School Diploma
Pacific Life Insurance Company January 2009 - Present
Phoenix Insurance Company 2001 - 2003
Kayne Anderson Rudnick March 1998 - December 2002
Phoenix, Duff and Phelps October 1994 - October 1998
Education
Northern Arizona University 1967 — 1970
B.S., Liberal Arts
Pacific Life Insurance Company October 2014 - Present
John Hancock Life Insurance Co (USA) May 2013 - October 2014
John Hancock Life Insurance Co (USA) August 2003 - June 2013
Pacific Life Insurance Company September 1999 - August 2003
J&L Marketing, Inc. February 2000 - February 2003
Allegiance Technologies April 1999 - September 1999
University of Alabama at Birmingham August 1997 - April 1999
University of Alabama at Birmingham August 1992 - August 1996
Skills
Series 6, Series 63, Life & Health Insurance, Life Insurance, Term Life Insurance, Retirement Strategies, Territory Management, Building Business..., Leadership, Business Development, Product Training, Mobile Technology, Business Building, Webinars, Advanced Sales Training, iPad, Sales & Marketing, Sales Support, Seminars, Coaching, Relationship Management, Digital Marketing, Marketing Strategy, Strategic Planning, Financial Services, Public Speaking, Financial Presentations, Marketing Communications, Business Planning, Financial Products, Problem Solving, Instructor-led Training, Industry Training, Long-term Care, Licenses, Microsoft Office, PowerPoint, Microsoft Outlook, Planning, Microsoft Word, Microsoft Excel, Concept Knowledge, Practice Management, Consultative Sales, Presentation Coaching, Retirement Planning, Sales, Social Media, Training
Education
The American College 2011 — 2015
CLU (In Progress- 2015)
University of Alabama at Birmingham 1992 — 1999
BS, Psychology, English
University of Montevallo 1991 — 1992
Undergraduate Studies, Communication Science Disorders/Education of the Hearing Impaired
NAIFA- LILI
Pacific Life Insurance Company April 2012 - Present
State Farm Insurance Agency March 2011 - June 2012
Ameriprise Financial June 2007 - September 2011
Ameriprise Financial Services, Inc. January 2006 - July 2007
Ameriprise Financial September 2002 - June 2007
Ameriprise Financial January 1999 - January 2002
Meagher and Geer Law Firm January 1989 - January 1999
Skills
Life Insurance, Series 7, Sales, Business Planning, Retirement Planning, Consultative Sales..., Advanced Sales, Financial Services, Long-term Care, Estate Planning, Project Management
Education
University of Minnesota-Twin Cities 1982 — 1986
Economics and Mathematics
North Hennepin Community College 2011 — 2013
Business Computer Systems and Management
Normandale College
General Studies
LPL Financial June 2011 - Present
First Allied Securities September 2010 - June 2011
DKS Office Solutions July 2010 - June 2011
Wells Fargo Investments July 2004 - June 2009
Mass Mutual Life Insurance Company 2003 - 2004
Pacific Life Insurance Company 2001 - 2002
The MONY Group 1995 - 2001
Skills
Mutual Funds, Life Insurance, Retirement Planning
Education
San Diego State University-California State University
MBA, Tax and Financial Planning
University of California, San Diego
BA, Management Science
Pacific Life Insurance Company January 2015 - Present
Pacific Life Insurance Company December 2012 - January 2015
JPMorgan Chase August 2007 - December 2012
adVentions August 2006 - December 2006
Skills
Series 63, Series 6, Social Media, Marketing Communications, Marketing Strategy, Microsoft Powerpoint, Microsoft Excel, Microsoft Outlook, Retirement Planning, Customer Service
Education
University of Arizona, Eller College of Management 2002 — 2006
Bachelor of Science
Automobile Club of Southern California October 2011 - Present
County of Riverside May 2008 - October 2011
Pacific Life Insurance Company April 2004 - May 2008
County of Orange December 2000 - March 2004
Net-Gates Solutions Inc, January 1999 - December 2000
Multiple Companies January 1994 - May 2000
Marine Engineers Beneficial Association January 1992 - January 1994
Skills
Information Security..., Information Security..., Information Security..., Information Security..., Information Security..., Enterprise Risk..., IT Risk Management, ITIL Certified, Executive Positions, Information Security, ISO 27001, CISSP, ITIL, Security, Security Awareness, Vulnerability Assessment, Business Continuity, Disaster Recovery, CISM, Vulnerability Management, Program Management
Education
United States Merchant Marine Academy 1987 — 1991
B.S, Transportation Logistics
United States Merchant Marine Academy 1987 — 1991
B.S, Marine Engineering (Mechanical Engineering)
Pacific Life Insurance Company July 2015 - Present
Wells Fargo March 2014 - Present
Morgan Stanley Smith Barney August 2010 - March 2014
Transamerica January 2009 - August 2010
AllianceBernstein April 2006 - October 2008
Merrill Lynch April 2000 - April 2006
SunAmerica Inc 1998 - 2000
Education
University of California, Los Angeles 1995 — 1997
Pacific Life Insurance Company May 1994 - Present
LPL Financial February 1993 - April 1994
Pacific Life Insurance Company August 1991 - February 1993
First Capital Life Insurance October 1984 - June 1991
Skills
Retirement Planning, Series 6, Marketing, Life Insurance, Series 63
Education
San Diego State University-California State University
BA, Speech Communications
Health Net of Arizona August 2010 - Present
MHN October 2006 - August 2010
Keller Williams Realty October 2005 - September 2006
Pacific Life Insurance Company November 2002 - January 2005
Wells Fargo Bank February 2000 - May 2002
Russell Mellon Financial Services February 1998 - June 1999
Education
Tacoma Community College 1987 — 1988
Business Administration
L.H. Bates Vocational Institute
Information Processing Certification
Pacific Life Insurance Company December 2006 - Present
Fidelity Investments Institutional Services Company 1995 - 2006
Provident Mutual Life Insurance Company 1984 - 1995
PLANCO 1982 - 1984
Skills
Series 6, Variable Annuities, Mutual Funds, Long-term Care, Indexed Annuities, Consultative Sales, Business Building, Business Planning, Coaching, Financial Products, Income Planning, Industry Training, Practice Management, Product Training, Public Speaking, Retirement Planning, Seminars, Series 63, Strategic Planning, Fixed Annuities
Education
Widener University 1978 — 1978
Paralegal
Temple University 1974 — 1978
Bachelor of Arts, Criminal Justice
Pacific Life Insurance Company February 1993 - Present
Skills
Legislative Relations, State Government, Public Policy, Politics, Political Campaigns, Policy, Government, Fundraising, Strategic Communications, Management, Community Outreach, Investments, Public Relations, Crisis Management, Legislation, Legal Research, Analysis, Policy Analysis, Public Speaking, Strategy, Insurance, Coalitions, Media Relations, Public Affairs, Crisis Communications
Education
The University of Chicago
M.A., Social Studies
University of California, Los Angeles
BA, Political Science
St. John's Episcopal School August 2015 - Present
Self-Employed August 2013 - Present
Saddleback Valley Unified School District October 2013 - July 2015
Saddleback Valley Unified School District October 2014 - April 2015
Pacific Life Insurance Company May 2011 - June 2013
Self-Employed April 2009 - May 2011
Pacific Life Insurance Company July 1999 - May 2007
Skills
Business Analysis
Education
University of California, Irvine 2002 — 2006
B.A., Economics
Pacific Life Insurance Company March 2009 - Present
Allstate Financial February 2001 - February 2009
Bank One 2001 - 2001
Prudential Financial 1999 - 2000
Skills
403 b, Advanced Sales;, Annuities, Business Building, Business Development, Business Planning, Coaching, Consultative Sales, Family Protection, Financial Products, Income Planning, Indexed Annuities, Practice Management, Product Training, Public Speaking
Education
St. Joseph's College (IN) 1997 — 1999
Management Marketing Information Systems
Pacific Life Insurance Company June 2000 - Present
PHFE-WIC 1997 - 2000
Skills
Security, Cloud Computing, Enterprise Architecture, IT Service Management, Vendor Management, Disaster Recovery, IT Operations, SDLC, Data Center, IT Management, IT Strategy, Program Management, VMware, Business Analysis, Process Improvement, Business Intelligence, Enterprise Software, Information Technology, Business Continuity, Information Security, Servers, Strategy, Management, Leadership, Infrastructure, Virtualization, Integration, SaaS
Education
University of Redlands 2002 — 2004
MBA, Business Administration
University of Cambridge 2003 — 2003
Course Completion, International Politics and Global Economics
University of Phoenix 1998 — 2001
BS/BIS, Business Information Systems
Pacific Life Insurance Company August 2014 - Present
AIG November 2012 - August 2014
AXA July 2007 - November 2011
Lincoln Financial Distributors 2006 - 2007
Phoenix Life Insurance Company 2004 - 2007
Phoenix Life Insurance Company September 2000 - August 2004
Phoenix Life Insurance Company 1995 - 2000
Skills
Life Insurance, Term Life Insurance, Retirement, Retirement Planning, Series 6, Long-term Care, Estate Planning, Series 63, Series 26, 401k, advanced sales training, Business Development, Business Planning, Consultative Sales..., Financial Products, Legacy Strategies, Linkedin Training, Survivorship Life, Retirement Strategies
Education
University of Georgia - Terry College of Business 2002 — 2005
BBA, Finance
JMK Investment Advisors January 2012 - Present
Isda & Co January 1998 - January 2008
Auto By Tel January 1995 - January 1997
Pacific Life Insurance Company January 1993 - January 1995
Skills
Accounting, Financial Reporting, General Ledger, GAAP, Financial Accounting, Tax, Fixed Assets, Internal Controls, Auditing, Accounts Payable, QuickBooks, Account Reconciliation, Microsoft Excel, Financial Statements, Journal Entries, Accounts Receivable, Cash Flow, Sales Tax, Cost Accounting, Tax Returns, Payroll
Education
CSU Long Beach 1991 — 1993
MBA, Finance
UC Irvine 1986 — 1991
BS, Math
Pacific Life Insurance Company January 2011 - Present
Pacific Life Insurance Company April 1995 - January 2011
Skills
Industry Training, Life Insurance, Product Training, Sales and Marketing, Series 7, Strategic Marketing, Public Speaking, PowerPoint
Education
La Sierra University 1983 — 1988
BA, MA
Pacific Union College 1980 — 1983
Pacific Life Insurance Company May 2014 - Present
John Hancock Financial Services 2011 - December 2013
John Hancock Financial Services 2000 - 2011
John Hancock Financial Services 1997 - 2000
Skills
Mutual Funds, Fixed Annuities, Series 6, Series 63, Series 7, Variable Annuities, Retirement Planning, Asset Allocation, 401k, Long-term Care
Education
University of Massachusetts, Amherst
Pacific Life Insurance Company March 2014 - Present
Pacific Life Insurance Company March 2007 - March 2014
McDermott Will & Emery September 2001 - March 2007
Wilson Sonsini Goodrich and Rosati October 2000 - August 2001
United States Attorney's Office August 1999 - December 1999
Honolulu Prosecuting Attorney's Office June 1999 - August 1999
UCLA School of Law August 1998 - May 1999
United States Bankruptcy Court June 1998 - August 1998
Skills
Legal Research, Litigation, Legal Writing, Estate Planning, Appeals, Trademarks, Bankruptcy, Legal Issues, Employment Law, Pleadings, Torts, Patents, Securities, Motions, Life Insurance
Education
University of California, Los Angeles - School of Law 1997 — 2000
JD, law
University of California, Los Angeles 1993 — 1997
BA, International Economics
Prospective Payment Specialists March 2015 - Present
Exscribe, Inc. March 2013 - Present
MEDICAL SPEECH SOLUTIONS January 2011 - Present
TRANSAMERICA CAPITAL INC January 2005 - November 2010
PACIFIC LIFE INSURANCE COMPANY June 2001 - January 2005
Federated Investors, Inc. June 1995 - June 2001
Essex Corporation May 1994 - June 1998
Skills
Strategic Planning, New Business Development, Sales Management, Team Building, Speech Recognition, Healthcare, EMR, EHR, Marketing, Enterprise Software, Sales, Product Management, Selling, Process Improvement, Direct Sales, Business Development, Customer Service, Strategy, Healthcare Consulting, Business Strategy, Salesforce.com, Practice Management, Account Management, Health Information..., Management, Microsoft Office, Solution Selling, Mutual Funds, Fixed Annuities, Sales Operations, Negotiation, Retirement, Start-ups, Healthcare Information..., Lead Generation, Training, Leadership, Sales Process, B2B, Employee Benefits, SaaS, Marketing Strategy, CRM, Business Alliances, Professional Services, Software Implementation, Insurance
Education
University of California, San Diego 1983 — 1986
Management Science
Global Insurance Solutions Group 2012 - Present
Pacific Life Insurance Company 2008 - 2012
Four Seasons Financial Group, Inc. (A Bramco Organization) 2000 - 2008
Innovative Underwriters (a division of Corporate Financial Services) 1994 - 2000
Skills
Life Insurance, Retirement Planning, Underwriting, Mutual Funds, Succession Planning, Financial Advisory, Fixed Annuities, Securities, Series 63, Retirement, Wealth, Captives, Business Valuation, Premium Financing, Counselor Salesperson, Objective Life..., Tax Leveraged Life..., Supplemental Retirement..., Wealth Transfer/Asset...
Education
The Pennsylvania State University
Bachelor of Science (BS), Marketing/Economics
The American College
ChFC/CFP
The American College 2012 — 2015
CLU
Pacific Life Insurance Company March 2013 - Present
Pacific Life Insurance Company January 2003 - March 2013
Law Offices of Jon A. Kodani May 2002 - December 2002
Financial Industry Regulatory Authority January 2001 - May 2001
Rhino Entertainment January 2000 - May 2000
Gibson, Dunn & Crutcher LLP May 1999 - August 1999
Autobytel September 1997 - September 1998
Skills
Estate Planning, Life Insurance, Succession Planning, Advanced Sales, Advanced Sales Training, Executive Benefits, Marketing Strategy, Problem Solving, Public Speaking, Retirement Strategies, Series 6, Series 26
Education
Pepperdine University School of Law 1998 — 2002
JD
Pepperdine University, The George L. Graziadio School of Business and Management 1999 — 2001
MBA, Finance
University of California, Santa Barbara 1995 — 1997
BA, History
EMS Billing Services, Inc. September 2014 - Present
EMS Billing Services, Inc. March 2015 - 2015
EMS Billing Services, Inc. August 2014 - September 2014
Mutual (Temp through Remedy Staffing) October 2012 - May 2013
Infogroup (Contractor through ProKarma) August 2011 - November 2011
HKS Medical Information Systems July 2009 - December 2010
Pacific Life Insurance Company June 2006 - February 2009
Physicians Mutual Insurance Company February 2004 - June 2006
Physicians Mutual Insurance Company November 1996 - March 2003
Lincoln Liberty Life Insurance Company September 1986 - November 1996
Skills
Quality Assurance, Testing, Insurance, Agile, Agile Methodologies, Software Documentation, Test Planning, Software Quality..., SDLC, Requirements Analysis, Test Cases, Access, Life Insurance
Education
Metropolitan Community College 2012 — 2014
Medical Billing and Coding, 3.851
Dunlap Community Schools
Diploma, General
Iowa Western Community College
Associates in Art, Community Service, 3.3
Metropolitan Community College
Networking, 4.0
Pacific Life Insurance Company November 2011 - Present
MCL Financial Group, Inc. February 2010 - June 2011
Pacific Life Insurance Company May 2000 - January 2009
Morgan Stanley October 1997 - April 2000
Gardenview Tower Company May 1995 - September 1997
Skills
Series 63, Series 7, Retirement Planning, Life Insurance, Retirement, Long-term Care, Asset Allocation, Term Life Insurance, Small Business, Strategic Planning, Territory Management, Retirement Strategies, Succession Planning, Workshops, Business Planning, Concept Knowledge, Consultative Selling, Family Protection, Estate Planning, Executive Benefits, Industry Training, IRAs, Marketing Strategy, Planning, Producer Alliance, Project Management, Project Planning, Relationship Management, Retirement Plans, Seminars, Social Media, Consultative Sales..., Consultative Sales, Business Development, Advanced Sales, 403(b), iPad, Independent Planners, Wirehouse, Financial Institutions, Sales, Financial Presentations
Education
Washington University in St. Louis 1991 — 1995
University of Missouri-Kansas City School of Medicine 1988 — 1991
Caruthersville HS
Caruthersville HS
Auction.com August 2015 - Present
Experian Consumer Direct June 2012 - June 2015
Freelance Copywriter/Business Writer January 2009 - August 2012
Pacific Life Insurance Company June 2011 - November 2011
Amies Communications January 2008 - December 2008
Crittenden Research April 1995 - December 2007
Skills
Microsoft Office Suite, Content Management..., Copywriting, Editing, Journalism, Public Relations, Research, Editorial Management, Web Content, Marketing Communications, Media Relations, Press Releases, Copy Editing, Brochures, Writing, Publications, Magazines, Newsletters, Corporate Communications, Social Media Marketing, Facebook, Email Marketing, Microsoft Office, Publishing, Social Media, SEO, Online Advertising, Storytelling, Feature Articles, Marketing, Digital Media, Online Marketing, Interviews, Blogging, Management
Education
University of California, Irvine 2010 — 2010
Search Engine Optimization
Metropolitan State University of Denver
Bachelor of Arts, Mass Communications, Journalism
Realty ONE Group Laguna Niguel, California July 2010 - Present
Nellie Nungaray @ Realty ONE Group 2010 - Present
prodential 2009 - 2011
keller williams realty 2009 - 2010
Zions Bancorporation June 2008 - April 2009
Pacific Life Insurance Company March 1980 - December 2007
Pacific Life Insurance Company July 1990 - November 2007
Pacific Life Insurance Company February 1984 - July 1990
Pacific Life Insurance Company April 1982 - February 1984
Electronic Data System 'EDS' June 1976 - March 1980
Education
University of California, Berkeley 1973 — 1975
BS, Computer
University of California, Berkeley
Bachelor of Science, Computer Science
Pacific Life Insurance Company June 1986 - Present
Transamerica Assurance Company January 1985 - June 1986
Skills
Employee Benefits, Finance, IT Operations, Insurance, Leadership, Management, Marketing, Social Media, Team Management, Testing, Vendor Management, Strategic Planning
Education
University of California, Los Angeles 1979 — 1984
B.A., Mathematics - Applied Science
Pacific Life Insurance Company 1994 - Present
Education
University of Denver
Master of Business Administration (M.B.A.), Finance
University of Colorado Boulder
Bachelor's Degree, Marketing
Con Mi MADRE June 2015 - Present
Austin Partners in Education 2013 - Present
Studio72 Designs LLC 2011 - Present
Saddleback College 2009 - 2013
Hatch Design Group February 2008 - April 2009
Creative Design Consultants October 2004 - November 2005
Pacific Life Insurance Company January 1999 - September 2004
Skills
Marketing Communications, Public Relations, Non-profit Leadership, Social Media Marketing, Salesforce.com, Coding Languages, Volunteer Management, Recruiting, Event Planning, Public Speaking, Motivational Speaking, Graphic Design, Photoshop, Illustrator, InDesign, Interior Design, Architectural Drawings, Color Specialist, Hospitality, Furnishings, Furniture, Sketching, Design Research, Residential Design, Rendering, Revit, Microsoft Office, PowerPoint, Renovation, SketchUp, Sustainable Design, Interior Architecture, Model Home Design, hospitality design, AutoCAD, Space Planning
Education
The University of Texas at San Antonio 1996 — 1997
Bachelor of Arts
Saddleback College 2004 — 2008
Associates of Science
Bishop Lynch High School 1987 — 1991
Pacific Life Insurance Company August 1997 - Present
Skills
Customer Relationship..., Customer Service, Instructor-led Training, Life Insurance, Relationship Management, Sales & Marketing, Series 6
Education
Montgomery College
Music
Pacific Life Insurance Company August 2011 - Present
Marketing Consultant June 2009 - August 2011
JPMorgan Chase & Co. September 2008 - May 2009
Washington Mutual November 2004 - May 2009
Washington Mutual January 2002 - November 2004
Balboa Life & Casualty November 1998 - December 2001
Simulation Sciences Inc. February 1996 - August 1998
Blueline Software, Inc. January 1993 - September 1995
Skills
B2B Marketing, Building Business..., Channel Development, Coaching, Customer Relations, Digital Marketing, Financial Institutions, Financial Social Media, Fixed Annuities, Lead Generation, Leadership, Life & Health Insurance..., Long-Term Care, Marketing Strategy, Problem Solving, Producer Alliance, Project Management, Public Speaking, Relationship Management, Retirement Strategies, Sales Support, Series 6, Strategic Planning, Webinars
Education
Ripon College 1989 — 1993
Bachelor of Arts (BA), Psychology
Breck 1985 — 1989
Sperry Van Ness / Vanguard Commercial March 2015 - Present
Prudential California Realty, Fullerton July 2012 - Present
West Orange County Regional Chamber of Commerce 2012 - Present
Teamwork Realtors January 2007 - July 2012
Buena Park Area Chamber of Commerce 2012 - 2012
Pacific West Association of Realtors 2002 - 2010
Pacific Life Insurance Company 2000 - 2003
Pacific Life 2000 - 2003
Pacific Life 2000 - 2003
Skills
Investment Properties, Rental Properties, Small Business Brokerage, Brokerage, Sellers, Rentals, Real Estate, Commercial Real Estate, Property, Leases, Residential Homes, Buyer Representation, Condos, First Time Home Buyers, Foreclosures, Investors, Listings, Marketing, REO, Real Estate Transactions, Referrals, Short Sales, SFR, Single Family Homes
Education
University of Southern California - Marshall School of Business 1993 — 1996
Masters of Business Administration, Marketing
University of California, Irvine 1985 — 1990
Bachelor of Science, Chemistry
Pacific Life Insurance Company December 2014 - Present
Retirement Benefits Group July 2013 - December 2014
Philadelphia Phillies June 2012 - May 2013
Skills
Life & Health Insurance, Retirement Planning, Term Life Insurance, Whole Life, Retirement, Long-term Care, Income Planning, Business Building, Workshops, Planning, Mobile Technology, Problem Solving, Series 7, 403 b, Microsoft Office
Education
University of Hawaii at Manoa 2008 — 2012
Bachelor of Business Administration (BBA), Finance, General
Pacific Life Insurance Company November 2000 - Present
Pacific Life Insurance Company November 1997 - November 2000
Pacific Life Insurance Company November 1992 - November 1997
Skills
Life Insurance, Term Life Insurance, Series 6, Licenses, Training, Management, Customer Service, Product Training, Sales Support, Concept Knowledge, Retirement Strategies, Income Planning, Business Planning, Estate Planning, Executive Benefits
Education
Camelback High School 1967 — 1971
Phoenix College
General Studies
First American Financial Corporation January 2011 - Present
Deloitte & Touche December 2004 - January 2011
California State University, Fullerton January 2007 - December 2007
Community Bank June 2004 - December 2004
Pacific Life Insurance Company April 2003 - July 2004
Deloitte & Touche September 2000 - March 2003
Skills
IT Audit, CISA, Enterprise Risk..., Information Security..., Risk Management, Risk Assessment, Information Security, Sarbanes-Oxley Act, Internal Audit, Business Continuity, Auditing, Process Improvement, IT Strategy, Information Technology, Security Audits, Business Process..., Enterprise Software, Computer Forensics, Leadership, Governance, Management, ISO 27001, Internal Controls, Consulting, Disaster Recovery, PCI DSS
Education
Master of Forensic Sciences 1994 — 1996
MFS (Masters of Forensic Science), Forensic Sciences
University of California, Irvine 1990 — 1993
Bachelor of Science, Biological Sciences
Dimensional Fund Advisors July 2007 - Present
Option One Mortgage Company (H&R Block) April 2005 - June 2007
Wachovia (WFS Financial) June 2004 - April 2005
Pacific Life Insurance Company February 1997 - June 2004
Skills
Financial Analysis, Financial Planning, Financial Modeling, Financial Reporting, Scenario Analysis, Scenario Planning, Cash Flow, Excel, Business Planning, PowerPoint, Real Estate, Business Valuation, Investor Relations, Mutual Funds, Asset Management, Risk Management, Risk Analysis, Forecasting, Business Strategy, Strategic Planning, Private Placements, Valuation, Banking, Analysis, Fixed Income, Corporate Finance, Microsoft Excel, Strategic Financial..., Insurance, Finance, Investments, Management
Education
Loyola Marymount University 1999 — 2004
MBA, Finance / International Business
Oklahoma State University 1987 — 1992
Bachelors of Science, Finance
Pacific Life Insurance Company January 2015 - Present
Pacific Life Insurance Company July 2014 - December 2014
Pacific Life Insurance Company January 2007 - June 2014
Northwestern Mutual June 2003 - December 2004
Skills
Long-term Care, Asset Allocation, Building Business..., Consultative Selling, Financial Institutions, Leadership, Public Speaking, Retirement Planning, Sales & Marketing, Team Leadership, Territory Management, Income Planning, Series 7, Series 63
Education
University of Missouri-Columbia 2001 — 2006
Bachelor of Science (BS), Human Environmental Science with an Emphasis in Personal Financial Planning
Pacific Life Insurance Company August 2014 - Present
Pacific Life Insurance Company September 2013 - July 2014
Crump Life Insurance Services June 2012 - September 2013
Crump Life Insurance Services July 2010 - June 2012
Yapstone Inc. August 2009 - July 2010
30 Foot Wave: Adrenaline for Sports Entrepreneurs April 2009 - June 2009
Skills
Life Insurance, Retirement Planning, Estate Planning, Income Planning, Succession Planning, Executive Benefits, Sales Management, Retirement, Financial Services, Industry Training, Problem Solving, Sales, Strategic Planning, Term Life Insurance, Long-term Care
Education
University of California, Los Angeles 2006 — 2009
B.A., History, Political Science
El Dorado HS 2002 — 2006
Pacific Life Insurance Company March 2012 - Present
Pacific Life Insurance Company June 2007 - February 2012
MassMutual Financial Group April 2004 - May 2007
JC Robinson Seeds April 2002 - March 2004
JC Robinson Seeds April 2000 - March 2004
JC Robinson Seeds August 1999 - March 2004
JC Robinson Seeds May 1998 - July 1999
JC Robinson Seeds August 1991 - July 1998
JC Robinson Seeds September 1988 - July 1991
Mid-America Council, Boy Scout of America August 1987 - August 1988
Skills
Product Training, Webinars
Education
University of Nebraska at Omaha 1981 — 1987
Bachelor of Science (B.S.), Economics, 3.63
Pacific Life Insurance Company April 2012 - Present
Pacific Life Insurance Company March 2003 - April 2012
Education
University of Connecticut
Economics
Partners Capital Group August 2015 - Present
Small Business Growth Alliance (SBGA) fka Merchant Services December 2013 - Present
GreenSoft Technology, Inc. August 2013 - October 2013
GreenSoft Technology, Inc. March 2013 - August 2013
Small Business Growth Alliance (SBGA) fka Merchant Services February 2012 - August 2013
Experience Unlimited October 2011 - February 2012
Ctrl-Alt-Delete July 2010 - July 2011
Pacific Life Insurance Company December 2009 - March 2010
LandAmerica Financial Group November 2004 - January 2009
First American Financial Corporation October 2000 - November 2004
Skills
Financial Analysis, Portfolio Management, Underwriting, Credit Analysis, Customer Relations, Credit, Insurance, Excel, Process Improvement, Analysis, Word, Business Analysis, Customer Service, Account Management, Microsoft Office, Mentoring, Inventory Management, Microsoft Excel, Microsoft Word, RoHS, REACH Compliance
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2010
Master's, Business Administration
University of California, Irvine
Bachelor of Arts, Economics
Tustin High School
Pacific Life Insurance Company July 2015 - Present
Pacific Life Insurance Company January 2014 - July 2015
Nordstrom April 2013 - January 2014
Nordstrom September 2012 - April 2013
Intero Real Estate Services October 2009 - June 2010
Skills
Annuities, Mutual Funds, Long-term Care, Wirehouse, Consultative Sales, Sales Support, Problem Solving, Series 6, Microsoft Excel, Microsoft Office, Customer Service, Product Training, West Region, Central Region, Family Protection, Planning
Education
Santa Clara University 2008 — 2012
Bachelor of Science (BS), Applied Mathematics
BC Management Inc. November 2004 - Present
Option One Mortgage November 1998 - October 2004
Pacific Life Insurance Company 1997 - 1998
Skills
Business Continuity, Disaster Recovery, Recruiting, Crisis Management, Technical Recruiting, Human Resources, Talent Management, Information Security, SDLC, Internet Recruiting, Vendor Management, Talent Acquisition, Program Management, Risk Assessment, Business Continuity..., Applicant Tracking..., Risk Management, Enterprise Risk..., Deferred Compensation, Interviews, Sourcing, Information Technology, Training, Management, Temporary Placement, Professional Services, Emergency Management, Onboarding, Benefits Negotiation, Contingency Planning, Background Checks, Contract Recruitment, Enterprise Software, Governance, Executive Search, Project Management, Management Consulting, Consulting, Screening Resumes, Strategy, College Recruiting, Business Analysis, Business Development, Outsourcing, Staffing Services, Executive Management, CRM, Permanent Placement, Resource Management, Analysis
Education
National University 1995 — 1997
Bachelor's degree, Behavioral Sciences
Pacific Life Insurance Company April 2006 - Present
Pacific Life Insurance Company July 2003 - March 2006
Pacific Life Insurance Company October 1997 - June 2003
Chicago Board of Trade August 1995 - June 1997
Skills
Loans, Mortgage Lending, Underwriting, Portfolio Management, Financial Analysis, Investments, Real Estate Economics, Property, Due Diligence, Financial Modeling, Real Estate
Education
University of Southern California 2002 — 2004
Master of Real Estate Development
Pepperdine University 1991 — 1995
B.S., Accounting
New Trier High School 1987 — 1991
AIG Consumer Insurance January 2015 - Present
AIG Consumer Insurance August 2010 - January 2015
Warner Chilcott December 2008 - October 2009
Pacific Life Insurance Company March 2004 - December 2008
Louis Kravitz & Associates December 2002 - February 2004
AIG Consumer Insurance April 2001 - December 2002
AIG Consumer Insurance April 1999 - March 2001
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
MBA, Leadership & Managing Organizational Change; Finance
Loyola Marymount University 1995 — 1999
BA, Psychology & Business
Automated Data Processing October 2014 - Present
Ingram Micro October 2013 - May 2014
Farmers Insurance Group October 2005 - August 2013
Pacific Life Insurance Company March 1999 - October 2004
Aurora National Life Assurance Company August 1992 - March 1999
Forest Lawn Memorial Park September 1991 - July 1992
Informatics General Corp. / I.G. Systems, Inc. December 1973 - July 1992
IG Systems, Inc June 1991 - September 1991
Forest Lawn Memorial Park February 1991 - May 1991
Pacific Life Company January 1987 - December 1990
Skills
Microsoft SQL Server, Enterprise Architecture, Software Development, Business Intelligence, Unix, Data Modeling, JavaScript, SOA, SharePoint, XML, IT Management, Software Project..., SQL, Program Management, Agile Methodologies, HTML, Integration, MySQL, Requirements Analysis, Databases, SDLC, Java, Linux, Process Improvement, DB2, Business Analysis
Education
University of California, Santa Barbara
Mechanical Engineering
Pacific Life Insurance Company May 2013 - Present
Pacific Life Insurance Company March 2006 - May 2013
Pacific Life Insurance Company August 2001 - March 2006
Cyntergy 1996 - 2001
Garden Grove Unified School District October 1994 - June 1996
Skills
Human Resources, Operations, Recruiting, Coaching, Conflict Management, Employee Relations
Education
San Diego State University-California State University
BA, Psychology
Retired August 2012 - Present
Alliance Healthcare Services February 2009 - Present
Pollard & Associates Inc. August 2001 - Present
Pacific Life Insurance Company 1998 - 2009
Pacific Life 2001 - 2008
Yamaha 1995 - 1998
FHP 1992 - 1995
FHP Healthcare 1990 - 1993
Denny's 1988 - 1992
St. Joseph Health System 1985 - 1988
Skills
General Class Ham Radio..., Pet Partner with..., Business Analysis, Business Intelligence, Business Process..., Management, Management Consulting, Microsoft SQL Server, PMO, Process Improvement, Program Management, Requirements Analysis, Project Management, Software Development, Strategic Planning, Vendor Management, Visio, SDLC
Education
University of Denver 1900 — 1900
BS Accountancy
University of Miami - School of Business
MBA, finance
Pacific Life Insurance Company
Education
Oakland Community College 1989 — 1997
Pacific Life Insurance Company 2012 - Present
Pacific Life Insurance Company 2005 - 2012
Pacific Life Insurance Company 2003 - 2005
Pacific Life Insurance Company 2001 - 2003
Pacific Life Insurance Company 2000 - 2001
Skills
Life Insurance, Series 6, Series 63, Series 26, Estate Planning, Business Planning, Financial Services, FLMI, Retirement Planning, Sales Management, Small Business, Succession Planning, Executive Benefits
Education
The Ohio State University 1996 — 2000
Pacific Life Insurance Company
Skills
Microsoft SQL Server, SDLC, SharePoint
Education
University of California, Los Angeles
The Newport Group February 2014 - Present
MullinTBG January 2012 - February 2014
Clark Consulting March 2002 - January 2012
Pacific Life Insurance Company January 2000 - March 2002
Pacific Life Insurance Company January 1998 - 2000
Skills
Insurance, Series 63, Employee Benefits, Retirement, Customer Service, CRM, Process Improvement, Series 6, Life Insurance, Business Process...
Education
Orange Coast College
Pacific Life October 2011 - Present
Pacific Life Insurance Company January 2006 - September 2011
Skills
Insurance, Business Analysis, Financial Analysis, Financial Modeling, Process Improvement, Strategic Planning, Cross-functional Team..., Analytics, Analysis, Business Process..., Business Development, Financial Services, Strategy, New Business Development
Education
University of California, Irvine 1996 — 2000
BS, Economics
Symetra Financial January 2015 - Present
Russell Investments May 2014 - January 2015
AssetMark (formerly Genworth Wealth Management) June 2011 - May 2014
Edward Jones April 2010 - June 2011
UnitedHealth Group January 2008 - April 2010
JS General Agency June 2004 - January 2008
Pacific Life Insurance Company August 2001 - May 2004
Skills
Licensed Real Estate..., Series 7, Series 66, Insurance, Sales, Sales Management, Negotiation, Training, Data Manipulation, Management, Fixed Annuities, Financial Analysis, Financial Services, Analysis, Securities, Microsoft Excel, Uniform Combined State..., Health Insurance, Portfolio Management, Small Business, Investments, Strategy, Finance, Process Improvement, Leadership, Selling, Employee Benefits, Life Insurance, Banking, Sales Operations, Forecasting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2008
MBA, Finance
University of California, Irvine 1997 — 2001
BA, Economics
Pacific Life Insurance Company 1982 - 2003
Pacific Life 1978 - 2002
Education
Texas Tech University 1958 — 1963
Southern California University of Health Sciences June 2013 - Present
Adventures by Disney March 2007 - June 2013
delete___ 2010 - 2010
BNC Mortgage January 2006 - March 2007
Johnson Controls October 2005 - January 2006
Pacific Life Insurance Company March 1995 - October 2005
Sun America June 1991 - March 1995
Japan America Theatre 1988 - 1989
Skills
SDLC, C#, ASP.NET, Integration, T-SQL, Visual Basic, Technical Writing, Dreamweaver, Programming, Graphic Design, Visio, Business Analysis, SharePoint, Process Improvement, Agile Methodologies, Software Documentation, Project Management
Education
University of California, Los Angeles 1987 — 1992
BA, English
Channel Islands High School 1984 — 1987
Pacific Life Insurance Company 2004 - Present
Gibson, Dunn & Crutcher LLP 1996 - 2004
Skills
Securities, Corporate Governance, Corporate Law, Mergers & Acquisitions, Securities Regulation, Due Diligence, Legal Research
Education
Pepperdine University School of Law 1993 — 1996
JD
University of California, Santa Barbara 1988 — 1992
BA
Pacific Life Insurance Company February 2010 - Present
The Hartford 2005 - March 2010
Hartford Life May 2001 - October 2005
St. Francis Hospital March 1998 - July 1998
Cooley Dickinson Hospital July 1997 - March 1998
Skills
Life Insurance, Relationship Management, Sales and Marketing, Strategic Marketing, Strategic Planning, Business Planning, Long Term Care
Education
Springfield Technical Community College
Allstate October 2012 - October 2013
Marquis Financial Marketing June 2011 - May 2012
PACIFIC LIFE INSURANCE COMPANY August 2008 - May 2011
Lincoln Financial Group September 2005 - January 2008
AXA DISTRIBUTORS, LLC January 1996 - January 2005
East Coast Division January 1998 - January 2002
AXA DISTRIBUTORS, LLC January 1996 - January 1998
UBS Wealth Management June 1993 - October 1996
PLANCO FINANCIAL SERVICES January 1992 - January 1993
NEW ENGLAND FINANCIAL SERVICES January 1986 - January 1991
Skills
Annuities, Wholesaling, Series 6, Retirement Planning, Wealth Transfer, Long Term Care, Wealth Management, Insurance, Insurance Planning, Investments, Series 63, Financial Planners, Long-term Care, Wealth
Education
Pfeiffer University 2002 — 2004
Bachelor of Arts, Business Administration
Pacific Life Insurance Company October 2014 - Present
ING U.S. May 2005 - May 2014
WorthMark Financial Services 2000 - 2005
WorthMark Financial Services 2000 - 2005
Minnesota Life 1998 - 2000
Minnesota Life 1995 - 1998
Edgcomb Metals 1994 - 1995
Skills
Life Insurance, Sales, Business Development, Building Business..., Financial Institutions, Relationship Management, Series 7, Series 24, Management
Education
University of Minnesota-Twin Cities 1991 — 1994
Bachelor of Science (B.S.)
Pacific Life Insurance Company November 2012 - Present
Alvarado&Associates May 2012 - November 2012
IRI January 2010 - April 2012
Transamerica Capital Management August 2006 - January 2010
AEGON August 2006 - January 2010
Pacific Life 1996 - 2006
Delta Life and Annuity Company August 1989 - August 1996
Skills
Insurance, Risk Management, Securities, Sales, Financial Services, Fixed Annuities, Leadership, Auditing, Human Resources, Mutual Funds, Health Insurance, Employee Benefits, Investments
Education
The University of Memphis
Pacific Life Insurance Company April 2010 - Present
Pacific Life Insurance Company October 2008 - March 2010
Education
University of California, Irvine 1994 — 1998
B.S., Mathematics
Pacific Life Insurance Company January 2014 - Present
Penn Mutual January 2007 - January 2014
Skills
Life Insurance, Retirement Planning, Estate Planning, Advanced Sales, Business Planning, Executive Benefits, Family Protection, Income Planning, Leadership, Strategic Planning
Education
University of California, Santa Barbara 2001 — 2004
Bachelor of Arts (B.A.), Global & International Studies
University of California, Santa Barbara 2001 — 2004
Bachelor of Arts (B.A.), Communication
Pacific Life Business Systems AnalystPacific Life2001 - 2008
Pacific Life Insurance Company 2001 - 2008
Education
San Diego State University-California State University 1995 — 1998
BS, Information Decision Systems & Minor in Women's Studies
Pacific Life Insurance Company February 2014 - Present
Bank of America October 2009 - October 2013
PwC Consulting April 1999 - September 2002
Analysts International April 1996 - December 1998
Hertz Equipment Rental July 1991 - April 1996
Skills
Employee Relations, Negotiation, Sourcing, Management, Process Improvement, CRM, Technical Recruiting, Customer Service, Leadership, Portfolio Management, Performance Management, Business Process, Customer Satisfaction, Training, Talent Acquisition, Recruiting
Education
Northern Arizona University 1987 — 1991
Bachelor of Science, Speech Communications, Business, French
Pacific Life Insurance Company August 1985 - Present
Education
Univeristy of Michigan
Master of Actuarial Science
University of Illinois at Urbana-Champaign
Bachelor of Arts and Sciences, Mathematics
Dell July 2006 - Present
The Irvine Company November 2001 - October 2004
Pacific Life Insurance Company June 1993 - November 2001
The Boston Company Real Estate Counsel January 1989 - May 1993
Education
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.)
Oasis Outsourcing August 2013 - Present
Pacific Alternative Asset Management Company, LLC 2010 - July 2013
Pacific Life Insurance Company 2001 - 2009
Pacific Life Insurance Company 2001 - 2008
Pacific Life Insurance Company 1998 - 2001
Xerox Corporation 1983 - 1997
Skills
Mutual Funds, Leadership, Strategy, Business Process..., Management, Business, Investments, Business Process, Financial Services, Team Leadership, Analysis, Business Development, Business Analysis, Finance, Entrepreneurship, Project Planning, Contract Negotiation, Budgets, Marketing, Risk Management, Executive Management
Education
University of California, Los Angeles - The Anderson School of Management 1994 — 1995
MBA, Finance, General
University of California, Los Angeles 1983 — 1985
Master of Science, Electrical Engineering
University of California, Los Angeles 1979 — 1982
Bachelor of Science, Computer Engineering
The Issachar Initiative 2010 - Present
Pacific Life Insurance Company September 2009 - Present
Pacific Life January 2009 - Present
WASHINGTON MUTUAL January 2000 - December 2008
WaMu September 1997 - April 2008
WaMu 1997 - 2008
WASHINGTON MUTUAL January 1997 - January 2000
TEL-A January 1992 - September 1997
Skills
Leadership, Strategy, Management, Marketing, Event Planning, Program Management, Budgets, Sales, Trade Shows, Project Management, Human Resources, Time Management
Education
Point Loma Nazarene University 1974 — 1978
Bachelor Degree, Business
Point Loma University 1974 — 1978
Bachelor of Arts, Business Administration
Pacific Life Insurance Company 1996 - 2009
Education
Rutgers University-New Brunswick 1966 — 1970
ba, ecomomics
Villanova University 1966 — 1970
BA, Sociology
North Plainfield H.S. 1960 — 1968
Diploma, College
Sterling Energy August 2013 - January 2014
SeniorCareCounseling December 2012 - August 2013
ATI Certified Graduate March 2012 - December 2012
Broadway Radiology June 2012 - July 2012
Waveland Capital Group April 2010 - April 2010
Pacific Life March 1985 - March 2009
Pacific Life Insurance Company 1985 - 2009
Pacific Life Annuities 1985 - 2009
Pacific Life January 2000 - June 2003
Skills
Fixed Annuities, Series 6, Variable Annuities, Recruiting, Sales, Insurance, Leadership, Coaching, Retirement, Term Life Insurance, Mutual Funds, Series 7, Training, Retirement Planning, Sales Operations, Business Development, Investments, Marketing, 401k, Finance, Analysis
Education
ATI College 2011 — 2012
Certification, Echocardiograph Technician
Saddleback College 1978 — 1980
Business
Hooper Holmes September 2013 - Present
Pacific Life Insurance Company August 2007 - April 2009
IKON Office Solutions April 2007 - July 2007
Flatiron Financial November 2006 - March 2007
Docuvault Data Security January 2004 - September 2006
Copy Corps of Colorado November 2001 - November 2003
Wolf & Slatkin May 2001 - August 2001
Education
Metropolitan Community College 2009 — 2010
Certificate, Bookkeeping
Denver Paralegal Institute 1994 — 1995
Cert of Completion, Paralegal Studies
Metropolitan State College 1990 — 1994
Bachelor of Science, Criminal Justice
Metropolitan State College of Denver 1990 — 1994
B. Sc., Criminal Justice
Save Our Youth (SOY) September 2014 - Present
Genworth Financial 2006 - July 2011
PIMCO April 2006 - July 2006
Pacific Life Insurance Company 2004 - 2005
Pacific Life Insurance Company 2001 - 2004
Skills
Bonds, Portfolio Management, Asset Management, Investments, Investment Strategies, Insurance, Fixed Income, Derivatives, Capital Markets, Hedging, Bloomberg, Trading, Securities, Market Risk, Alternative Investments, ALM
Education
The Tuck School of Business at Dartmouth 1979 — 1981
MBA, Accounting & Finance
Princeton University 1972 — 1976
AB, Biology
Pacific Life Insurance Company March 2013 - Present
Capital Group November 2010 - August 2012
Capital Group April 2007 - November 2010
Capital Group June 2002 - April 2007
Skills
Business Process..., Business Strategy, Business Analysis, Business Architecture, Agile Methodologies, Product Development, Strategic Planning, Presentation Development, Organizational Agility, Business Acumen, Creativity, Information Design, Process Improvement
Education
University of California, Irvine 1998 — 2002
B.S., Economics
Pacific Life Insurance Company September 2011 - Present
Pacific Life Insurance Company 2005 - 2011
Capstone Financial Partners 2001 - 2005
Federated Insurance 1998 - 2001
Skills
Advanced Sales, Business Planning, Concept Knowledge, Consultative Sales, Estate Planning, Executive Benefits, Family Protection, Financial Products, Income Planning, Life Insurance, Long-Term Care, Marketing Strategy, Practice Management, Product Training, Public Speaking, Retirement, Retirement Strategies, Sales and Marketing, Series 7, Series 26, Series 63, Strategic Planning, Succession Planning, Survivorship Life
Education
Stetson University
Bachelor of Business Administration (BBA), Corporate and Investment Finance
Pacific Life Insurance Company Assistant ManagerGap Inc.November 2001 - May 2008
Education
University of California, Irvine 2000 — 2004
B.A., Psychology
Pacific Life Insurance Company November 2007 - Present
Skills
Mutual Funds, Fixed Annuities, Variable Annuities, Long-term Care
Education
University of Maryland College Park
Bachelor's Degree, Political Science
Pacific Life Insurance Company March 2014 - Present
Prudential Financial January 2013 - March 2014
The Hartford March 2003 - January 2013
Travelers Life & Annuity September 1995 - March 2003
Skills
Relationship Management, Life Insurance, Series 6, Series 63, Sales & Marketing, Financial Services, Customer Service, Strategic Marketing, Product Training, Financial Institutions, Wirehouse, Advanced Sales, Channel Development, Webinars
Education
Saint Michael's College 1988 — 1992
BS, business administration; marketing
Pacific Life Insurance Company May 1989 - Present
Pioneer Mutual Insurance Company March 1983 - April 1989
Skills
SDLC, Management, SharePoint, Requirements Gathering, Visio, Software Documentation, Microsoft SQL Server, Agile Methodologies, IT Strategy, Vendor Management, Enterprise Architecture, Integration, Requirements Analysis, Software Project...
Education
Minnesota State University, Moorhead
BA, Computer Science
Pacific Life Insurance Company August 2011 - Present
Sun Life Financial July 2008 - August 2011
Phoenix Life Insurance Company 2001 - 2007
Skills
Estate Planning, Advanced Sales, Concept Knowledge, Executive Benefits, Instructor-Led Training, Life Insurance, Series 6, Series 7, Series 24, Series 63
Education
Temple University 1976 — 1980
MSW, Administration
Mount St. Mary's University 1970 — 1974
BA, History
Pacific Life Insurance Company July 2007 - November 2014
Fidelity Investments 2000 - 2002
Principal Financial Group 1981 - 1989
Education
indianola high school
National-Louis University 1993 — 1994
B.A., Management
Caring Companions at Home July 2012 - Present
Second Harvest Food Bank of Orange County January 2011 - May 2011
Pacific Life Insurance Company August 2000 - September 2006
Apria Healthcare, Inc March 1996 - July 2000
Skills
Non-profits, Microsoft Excel, Life Insurance, Sociology, Social Media, CNAS, Caregiving, Nonprofits
Education
California State University 2009 — 2011
Bachelor of Arts, Sociology
Saddleback College 1987 — 1989
Associate in Arts, General Education
Pacific Life Insurance Company September 2003 - June 2008
Tax Awareness Planning June 1998 - September 2003
Silver Express May 1996 - June 1998
Education
University of Houston 1988 — 1993
BS, Hotel & Restaurant Management
Pacific Life Insurance Company March 2001 - Present
Marsh Financial Services September 1999 - March 2001
Sedgwick Noble Lowndes May 1992 - August 1999
PSFS 1978 - 1984
Skills
Consultative Sales, Advanced Sales, Business Planning, Concept Knowledge, Executive Benefits, Industry Training, iPad, Life Insurance, Microsoft Excel, Problem Solving, PowerPoint, Microsoft Word, Retirement Strategies, Sales Support, Series 6, Series 63, East Regions, Webinars, Succession Planning
Education
Temple University
Allianz Asset Management May 2009 - Present
Allianz Global Investors May 2009 - Present
Pacific Life Insurance Company 2003 - May 2009
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2000 — 2002
BSM, Business Management
Arundel Elementary August 2012 - Present
Destination Science June 2012 - July 2012
Santa Ana Unified School District February 2012 - June 2012
Redwood City School District February 2012 - June 2012
Pacific Life Insurance Company May 2008 - August 2011
Gap Inc. March 2005 - May 2008
Education
Pepperdine University 2010 — 2012
Masters in Education, Multiple Subject Teaching Credential
UC Irvine 2000 — 2004
Bachelor of Arts, Psychology and Sociology
Pacific Life Insurance Company June 2013 - Present
Pacific Life January 2011 - June 2013
Pacific Life January 2006 - December 2010
Accenture March 1997 - December 2005
Education
San Diego State University-California State University
Master of Business Administration (MBA), Finance
San Diego State University-California State University
Bachelor of Arts (BA), Economics
Pacific Life Insurance Company June 2015 - Present
Physicians Mutual February 2012 - May 2015
Skills
Building Business..., Customer Relations, Customer Service, Microsoft Office, Mobile Technology, Problem Solving, Team Leadership, Social Media, Sales & Marketing
Education
University of Nebraska at Omaha 2012 — 2015
Bachelor of Business Administration (B.B.A.), Management, Entrepreneurship, Marketing
Pacific Life Insurance Company June 1987 - Present
Skills
Income for Life, Guaranteed Lifetime..., Pension Annuity, Pensions, Pension Risk, Pension De-Risking, Pension Buy-outs, Pension Buy-Ins, Insured Liability..., Defined Benefit Pension..., Defined Contribution..., ERISA Qualified Pension..., Pension Plan Termination, Pension Annuitization, Pension Volatility, Pension Plan Volatility, Pension Plan Funded..., Retirement Plan..., Structured Settlements, Structured Settlement..., Stable Value, Synthetic GICs, 401(k), Annuities, Fixed Annuities, Series 7, Retirement, Financial Services, Financial Products, Sales & Marketing, Strategic Planning
Education
California State University, Fullerton 1985 — 1987
Master of Business Administration (M.B.A.)
University of California, Davis 1976 — 1980
Bachelor's Degree