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
Motif Investing February 2015 - Present
Pacific Life Insurance Company October 2000 - November 2014
Skills
Financial Technology, Entrepreneurial Finance, Start-ups, Mutual Funds, ETFs, Separately Managed..., Variable Annuities, Investments, CIMA, RIA, Family Office, Consultative Sales, Long-term Care, Fixed Annuities
Education
University of San Diego 1996 — 2000
Bachelor's Degree, Business Administration - Finance Emphasis
Pacific Life Insurance Company June 2015 - Present
Sandhills Publishing December 2013 - May 2015
Prescription Landscape May 2013 - July 2013
Skills
Sales, Marketing Strategy, Consultative Selling, Problem Solving, Marketing, Customer Relations, Marketing Communications, Lead Generation, Series 6
Education
University of Nebraska-Lincoln 2011 — 2015
Undergraduate, Marketing/Sales
Eagan High School 2007 — 2011
Pacific Life Insurance Company August 2015 - Present
Pacific Life Insurance Company May 2013 - August 2015
Pacific Life Insurance Company February 2012 - May 2013
Pacific Life Insurance Company June 2007 - February 2012
Omaha Steaks October 2005 - May 2007
Education
University of Nebraska at Omaha 2005 — 2007
Business Administration, Management and Operations
Pacific Life Insurance Company January 2005 - Present
AXA Distributors March 2002 - December 2004
John Hancock Life Insurance Company (U.S.A.) January 1999 - March 2002
Skills
401(k), 403(b), Advanced Sales, Annuities, Asset Allocation, Business Building, Business Development, Coaching, Consultative Sales, Family Protection, 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
University of North Carolina at Chapel Hill
Bachelor of Arts, Communications
Pacific Life Insurance Company March 2015 - Present
AAA April 2014 - February 2015
Mutual of Omaha January 2012 - March 2014
Prairie Life Fitness Center October 2009 - February 2011
Harry Hines Trading Company September 2004 - January 2005
Skills
Annuities, Building Business..., Consultative Sales..., Customer Service, Customer Relations, Family Protection, Financial Products and..., Fixed Annuities, Income Planning and..., Independent Planners, Indexed Annuities, Legacy Strategies, Life and Health..., Life Insurance, Long Term Care Insurance, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Outlook, Microsoft Powerpoint, Microsoft Word, Problem Solving, Producer Alliance, Retirement Planning, Sales, Series 6, Series 63, Term Life Insurance, Whole Life Insurance
Education
University of Nebraska-Lincoln 2005 — 2009
Communication Studies, Sociolgy, English
VJ and Angela Skutt Catholic High School 2000 — 2004
Catalyst Lending July 2011 - Present
Pacific Coast BNI June 2011 - Present
Western Reliance Funding March 2010 - July 2011
Clarion Mortgage Capital January 2000 - April 2010
Pacific National Bank 1990 - 1993
The Irvine Company January 1988 - January 1989
The Travelers' January 1985 - January 1988
Pacific Life Insurance Company January 1978 - January 1983
Skills
Mortgage Lending, Investment Properties, Underwriting, Funding, Residential Mortgages, REO, FHA financing, Real Estate, Home Equity Loans, Credit, Reverse Mortgages, Investors, Short Sales, Refinance, Sellers, VA Loans, Strategic Planning, Mortgage Marketing, Commercial Real Estate, Sales Management, FHA Financing
Education
University of Southern California 1972 — 1976
B.A., Psychology
Warren High
Pacific Life Insurance Company August 2012 - Present
Penn Mutual Life Insurance Company April 2011 - August 2012
Cooper McManus July 2008 - March 2011
Cooper McManus July 2008 - March 2011
LoanAdvisors, Inc. November 2006 - July 2008
Education
University of Oregon 2001 — 2006
Bachlor of Science, Economics
Pacific Life Insurance Company October 2013 - Present
KeyBank November 2010 - September 2013
Education
University of New England 2006 — 2010
Bachelor of Science (BS), Sport Management
Pacific Life Insurance Company January 2015 - Present
Pacific Life Insurance Company September 2013 - December 2014
Pacific Life Insurance Company January 2012 - August 2013
Education
University of Nebraska-Lincoln 2005 — 2009
B.A.
Pacific Life Insurance Company October 2013 - Present
Renaissance Financial April 2012 - September 2013
SKAR Advertising May 2010 - April 2012
Wells Fargo March 2011 - December 2011
Education
University of Nebraska-Lincoln 2007 — 2011
BSBA, Finance/Marketing
Millard West High School 2004 — 2007
High School Diploma, General
Pacific Life Insurance Company April 2012 - Present
SunAmerica Financial Group March 2011 - April 2012
Van Kampen Investments January 2004 - July 2010
Strong Capital Management August 2000 - January 2004
Stephens Inc. April 1999 - August 2000
Skills
Consultative Sales, Annuities, Fixed Annuities, Variable Annuities, Business Building, Income Planning, Indexed Annuities, Individual (k), IRAs, Long-term Care, Mutual Funds, Product Training, Public Speaking, Retirement Planning, Retirement Strategies, ROTH IRA, Sales, Sales & Marketing, Seminars, SEP IRA, Social Security
Education
University of North Carolina at Charlotte - Belk College of Business 1994 — 1998
Bachelor of Science in Business Administration, Marketing
Pacific Life February 2015 - Present
Pacific Life Insurance Company September 2013 - Present
Pacific Life Insurance Company February 2011 - September 2013
State Farm Insurance January 2009 - February 2011
Countrywide Insurance Group April 2008 - November 2008
AAA Washington February 2004 - April 2008
Aflac June 2002 - January 2004
Brown & Brown of Washington December 1998 - June 2002
SAFECO Life (Now Symetra Financial) January 1994 - December 1998
Farmers Insurance June 1990 - December 1993
Skills
Leadership, Sales, Training, Coaching, Sales Management, Marketing Strategy, Strategic Planning, Management, Life Insurance, Marketing Communications, Term Life Insurance, Team Leadership
Education
University of San Diego 1986 — 1990
Bachelor of Arts (B.A.), Sociology
Pacific Life Insurance Company 2003 - Present
Marshall Advertising and Design February 2001 - August 2003
Education
University of Southern California 1994 — 1996
Bachelor of Arts (BA), International Relations
Pacific Life Insurance Company March 1996 - Present
Pacific Life 1998 - 2011
Skills
Fixed Annuities, Series 6, Series 63, Variable Annuities, Long-term Care, Mutual Funds, IRAs, 401k, Life Insurance, Series 7, Term Life Insurance, Retirement Planning, Retirement, Strategic Planning
Education
University of Rhode Island
Bachelor of Arts (BA), Psychology
Pacific Southwest Mortgage, Inc May 2013 - Present
JM Real Estate Investment & Consulting August 2012 - Present
Pacific Life Insurance Company February 1985 - August 2012
Skills
Investments, Portfolio Management, Valuation, Financial Modeling, Financial Analysis, Brokerage, Risk Management, Real Estate Transactions, Finance, Real Estate, Commercial Real Estate, Investment Properties, Asset Management
Education
University of San Diego
Bachelor's degree, Business Administration and Management, General
Pacific Life August 2013 - Present
ShowMgr.com July 2012 - April 2013
Pacific Life Insurance Company November 1998 - July 2012
PRTM Management Consultants October 1996 - August 1998
Skills
SharePoint, Scrum, Agile Methodologies, Visio, Software Documentation, SQL, Project Management, MS Project, Process Improvement, Microsoft Office, Microsoft Excel, Team Building, Migration Projects, Business Analysis, Requirements Gathering, SDLC, Analysis, Requirements Analysis, Business Requirements, Software Project..., Integration, Change Management, Insurance, Testing, Web Applications, Data Warehousing, Operations Management, Business Process..., PMO, Vendor Management
Education
University of Phoenix
Bachelor of Science (BS), Finance, General