Southwestern Life Insurance Company
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Southwestern Life Insurance Company Employees
Missouri Department of Insurance, Financial Institutions, and Professional Registration 2009 - Present
Missouri Department of Insurance, Financial Institutions, and Professional Registration 1999 - 2009
Southwestern Life Insurance Company 1994 - 1999
Missouri Department of Insurance, Financial Institutions, and Professional Registration 1988 - 1994
Skills
Risk Management, Market Conduct, Financial Analysis, Insurance, Analysis, Government, Policy, Underwriting, Reinsurance, Financial Risk, Property & Casualty..., Workers Compensation, Health Insurance, Claim, Liability
Education
Missouri State University 1983 — 1987
BS/MBA, finance
Waco High Radio August 2012 - Present
Central National Bank TX February 2003 - Present
Insurors of Texas May 2001 - February 2003
Southwestern Life Insurance Company May 2000 - May 2001
Progressive Insurance January 1998 - May 2000
Education
Baylor University 1993 — 1998
Bachelor of Arts (BA), Radio, Television, and Digital Communication
Waco High School
Western Rim Property Services October 2013 - Present
Brasha Builders Inc February 2009 - Present
Fairfield Residential August 1993 - February 2009
Davis & Ruggeberg, PC July 1989 - August 1993
Parker Repp, CPA July 1986 - October 1989
Omni Homes / Freedom Financial Corp March 1984 - July 1986
US Home Corporation September 1981 - March 1984
Southwestern Life Insurance Company June 1979 - September 1981
Skills
Construction Management, Contract Management, Contractors, Subcontracting, Change Orders, Process Scheduler, Contract Negotiation, Renovation, Project Estimation, Pre-construction, Project Planning, Financial Reporting, Forecasting, Financial Statements, Account Reconciliation, GAAP, Cash Management, CPA, Journal Entries, Bank Reconciliation, Accruals, Financial Analysis, Accounting, Bookkeeping, Cost Accounting, Auditing, Finance, Monthly Close, Variance Analysis, Fixed Assets, Revenue Recognition, Year-end Close, General Ledger, Cash Flow, Financial Forecasting, Management, Payroll Taxes, Tax, Great Plains Software, Property Tax, Cash Flow Forecasting, Construction Accounting, Mergers & Acquisitions, Internal Controls, Accounting Applications, Depreciation, Asset Management, QuickBooks, Internal Audit, Sage
Education
The University of Texas at Arlington 1973 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Insurance One Agency, L.C. January 2003 - Present
GuideOne Insurance June 1987 - January 2003
Southwestern Life Insurance Company December 1983 - June 1987
Skills
Umbrella Insurance, Commercial Insurance, Flood Insurance, Insurance, Property & Casualty..., Employment Practices..., Customer Service, Term Life Insurance, Inland Marine, Commercial Lines, General Insurance, Health Insurance, Legal Liability, Casualty, Underwriting, Risk Management, D&O, Excess, Professional Liability, Liability Analysis, Liability, Insurance Brokerage, Captives, Subrogation, Directors & Officers..., Reinsurance, Brokers, Health Savings Accounts, Claim Investigation, Workers Compensation, Fiduciary, Claims Management, Accident, Risk Management..., Litigation Management, Disability Insurance, Claim, Casualty Insurance
Education
Midwestern State University
Bachelor of Business Administration (B.B.A.)
Sire Management Corporation 2005 - Present
Sire Management 2005 - 2012
Twin Quest Capital, L.P. 2000 - 2005
Normandy Capital 1998 - 1999
Schwarzman Partners 1986 - 1997
Paine Webber 1984 - 1986
Bass Brothers Enterprises 1980 - 1984
Southwestern Life Insurance Company 1977 - 1980
Skills
Fund Of Funds, Hedge Funds, Mergers, Options, Hedging, Equities, Trading, Manager Selection, Alternative Investments, Capital Markets, Long/Short Equity, Investments, Portfolio Management, Investment Management, Financial Risk, Due Diligence, Analysis, Relative Value, Bloomberg, Securities, Mutual Funds, Valuation, Capital, Operational Due...
Education
Southern Methodist University
Master of Business Administration & Bachelor of Arts
Strategic Financial Management December 2008 - Present
Highland Park Presbyterian Church February 2009 - Present
Metheny Commercial Lawn Maintenance, Inc. 2009 - December 2014
Commerce Street Capital 2010 - 2010
NewSource Management, Inc. July 2002 - December 2008
Charity Capital Funding Partners July 2002 - December 2008
Swiss Re March 2000 - February 2002
PennCorp Financial October 1983 - December 1999
ICH Corporation October 1983 - December 1999
Southwestern Life Insurance Company 1983 - 1999
Skills
Financial Analysis, Finance, Mergers & Acquisitions, Insurance, Expense Management, Life Insurance, Strategic Financial..., CPA, Financial Modeling, Due Diligence, Risk Management, Nonprofits, Corporate Finance, Accounting, Portfolio Management, Financial Reporting, Financial Planning, M&A Modeling, Non-profits, Cash Flow Forecasting, Operations CFO, Strategic Planning, Executive Management, Leadership, Strategy, Management, Budgets, Analysis
Education
Illinois State University 1979 — 1983
BS, Accounting
North Crowley High School September 2014 - Present
CPEInc. 2009 - Present
Alcon Eyecare Division of Novartis AG April 2012 - August 2014
Alcon Eye Care Division of Novartis A.G. January 2011 - April 2012
Alcon Laboratories, Inc. 1990 - December 2010
Tenneco Inc. 1976 - 1989
Tenneco Financial Services 1986 - 1987
Southwestern Life Insurance Company 1984 - 1986
Skills
Implementation of..., SEC Reporting, Accounting Research, International Accounting, Consolidation of..., Effective Management..., GAAP, SEC filings, Accounting, Financial Results, Accounting System, Public Companies, Consolidation, IFRS, Analysis, Financial Statements, Business Strategy, Finance, Financial Reporting, Management, Financial Analysis, Process Improvement, Forecasting, Strategic Planning
Education
The University of Texas at Arlington 1995 — 1998
MA-Economics, Economics
University of Houston, C.T. Bauer College of Business 1980 — 1982
MBA, Business
University of Houston, C.T. Bauer College of Business 1972 — 1976
BBA, Accounting
Computer Sciences Corporation (CSC) April 1997 - Present
Wells Fargo 2010 - 2011
Wachovia, A Wells Fargo Company 2010 - 2011
American Red Cross - Dallas Area Chapter 2005 - 2010
Keller William Realty 2008 - 2009
Citigroup March 1995 - April 1997
Southwestern Life Insurance Company January 1986 - January 1994
Skills
System Testing, Visio, Test Scripts, SDLC, Quality Control, Software Documentation, Quality Center, Insurance, Quality Assurance, Training, Integration, CRM, User Acceptance Testing, Business Analysis, Test Planning, Management, Testing, Process Improvement, Requirements Gathering
Education
Texas A&M University-Kingsville 1985 — 1987
BMC
The University of Texas at Arlington
Business Administration
Jackson National Life Insurance Company July 2013 - Present
Swiss Re August 2011 - July 2013
CSC July 2001 - October 2009
Southwestern Financial Services Corp June 2000 - July 2001
Southwestern Life Insurance Company May 1997 - June 2000
Southwestern Life Insurance Company February 1995 - April 1997
Southwestern Life Insurance Company February 1994 - January 1995
Southwestern Life Insurance Company (an ICH company) February 1992 - January 1994
Southwestern Life Insurance Company February 1990 - January 1992
Southwestern Life Insurance Company April 1989 - January 1990
Education
Southwestern Adventist University 1982 — 1986
BS, Office Administration
Omnicom Group / CDS - Consolidated Data Services August 2013 - Present
Omnicom Group June 2007 - Present
Crystal Vision June 2007 - August 2013
LetsTalk December 1998 - June 2007
PrimeCo Personal Communications, LP April 1998 - December 1999
NCI/Telephone February 1995 - April 1998
Southwestern Life Insurance Company July 1993 - December 1994
Forest Hills Homes Inc August 1991 - July 1993
Members Life insurance Co July 1984 - May 1987
Skills
Accounts Payable, Account Reconciliation, Bookkeeping, General Ledger, Financial Statements, Cash Flow, Invoicing, Accounting
Education
Eastfield College 1990 — 1992
Sociology
Kimbrough & Associates January 1979 - Present
Kimbrough & Associates 1979 - 2012
Essex Corporation New York and California associated with American Federal Bank January 1990 - August 1996
Kimsearch Energy Corporation March 1979 - November 1980
Southwestern Life Insurance Company August 1964 - August 1979
Skills
Investment Properties, Insurance, Sellers, Strategic Planning, Investments, Financial Modeling, Due Diligence, Life Insurance, Mergers, Budgets, Banking, Project Management
Education
McMurry University 1963 — 1964
BBA, Business and Accounting, all A's
Texas Tech University 1959 — 1963
Chemistry - Pre Med
Schreiner University 1958 — 1959
Chemistry Pre Med
The Jacobson Group January 2009 - March 2009
Resources Global Professionals August 2004 - December 2008
Citi February 2001 - August 2004
GE Commercial Finance September 1999 - January 2001
Resources Global Professionals January 1999 - August 1999
Kia Intertrade Holdings September 1994 - June 1998
CoreSource March 1993 - August 1994
Kemper Insurance November 1989 - March 1993
academy insurance Group May 1988 - October 1989
Southwestern Life Insurance Company July 1985 - March 1988
Education
Midwestern State University 1976 — 1977
MBA, Accounting
University of Mary Hardin-Baylor 1972 — 1976
BBA, Accounting
Daniel R. Henry, CPA August 1994 - Present
Winborne & Henry, P.C., CPA's January 1980 - July 1994
Southwestern Life Insurance Company May 1967 - December 1980
Ernst & Ernst June 1966 - May 1967
Education
Baylor University 1962 — 1966
BBA, Accounting
Jackson National Life September 2012 - Present
Swiss Re Life & Health America Inc July 2001 - September 2012
Southwestern Life Insurance Company October 1987 - December 2000
Skills
Actuarial Science, Financial Modeling, Insurance, Risk Management, Reinsurance, Financial Risk, Life Insurance, Underwriting
Education
University of Rochester 1983 — 1987
BA, Mathematics
University of Rochester
DeKalb County State's Attorney's Office December 2012 - Present
Smith, Wykes & Associates, P.C January 2012 - November 2012
James Davidson, Attorney at Law October 1994 - January 2012
Energym Comets All Star Cheer Team June 2005 - December 2011
Management House, Inc June 1990 - October 1995
Cybertek October 1988 - July 1989
Southwestern Life Insurance Company 1984 - 1988
Skills
Westlaw, Estate Planning, Legal Advice, PACER, Document Drafting, Legal Documents, Notary Public, Criminal Defense, Real Estate Transactions, Civil Litigation, Preparation of Wills, Torts, Timeslips, Personal Injury..., Wordperfect, Paternity, DeltaView, Fundraising
Education
Robert Morris College 1983 — 1984
Certificate, Secretarial
Robet Morris College 1983 — 1984
Secretarial, Secretarial
Cambridge High School
Database Software Consulting January 2008 - Present
Half Price Books August 2000 - January 2008
Southwestern Life Insurance Company December 1974 - March 1984
Southwestern Life Insurance Company September 1970 - December 1974
Skills
Management, Customer Service, Enterprise Software
Education
The University of Texas at Austin 1958 — 1963
BA, Mathematics, Physics
By Design 2008 - Present
Martin Insurance & Financial Services 1990 - 2006
Southwestern Life Insurance Company 1988 - 1990
El Paso Bar Association 1983 - 1985
Ferrell, Kubinski and Smith Law Firm 1982 - 1983
Family Practice Associates 1981 - 1982
Skills
Microsoft Word, Microsoft Office, Desktop Publishing, Microsoft Excel, Accounting, Marketing, Coordinating Events, Writing, Floral Design, Landscape Design
Education
New Mexico State University
H&R Block 2009 - Present
Southwestern Life Insurance Company May 1960 - September 1987
Education
University of North Texas 1950 — 1958
Bachelor of Business Administration (BBA), Accounting