SunAmerica Company
Industry: Insurance company
DescriptionHeadquarters: Jersey City, NJ Founder: Eli Broad Founded: 1957 Subsidiaries: AIG Life Holdings (US) Inc, Parent organization: American International Group
SunAmerica List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at SunAmerica. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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SunAmerica Employees
Employee
Years
Job
Industry
Lorry DeSantis Lorry DeSantis's SunAmerica Experience April 2010 - March 2011
Job Regional Director at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance January 2015 - Present
Weston Banks Wealth Partners June 2011 - January 2015
SunAmerica April 2010 - March 2011
Imperial Finance & Trading January 2007 - January 2008
Nationwide Financial February 2002 - May 2006
Morgan Stanley 2006 - 2006
MFS Investment Management 1996 - 2001
Skills
Series 6, Series 63, Series 7, Retirement Planning, Fixed Annuities, Mutual Funds, Wealth Management, Investments, Asset Allocation, Retirement, Asset Management, Alternative Investments, 401k, Variable Annuities, Financial Services, Insurance
Education
Northeastern University
Business Management
Liberty Mutual Insurance January 2015 - Present
Weston Banks Wealth Partners June 2011 - January 2015
SunAmerica April 2010 - March 2011
Imperial Finance & Trading January 2007 - January 2008
Nationwide Financial February 2002 - May 2006
Morgan Stanley 2006 - 2006
MFS Investment Management 1996 - 2001
Skills
Series 6, Series 63, Series 7, Retirement Planning, Fixed Annuities, Mutual Funds, Wealth Management, Investments, Asset Allocation, Retirement, Asset Management, Alternative Investments, 401k, Variable Annuities, Financial Services, Insurance
Education
Northeastern University
Business Management
Jordan Krueger Jordan Krueger's SunAmerica Experience April 2007 - June 2010
Job Campaign Manager at CREDO Action
Industry Political Organization
Experience
CREDO Action July 2012 - Present
PCCC September 2011 - July 2012
SunAmerica April 2007 - June 2010
State Farm Insurance July 2006 - December 2006
United American Insurance Agency April 2006 - June 2006
Nuvell Financial Services December 2004 - April 2006
Walt Disney World Resort September 2000 - January 2001
Skills
Grassroots Organizing, Social Media, Volunteer Management, Event Planning, Fundraising, Coalitions, WordPress, Strategy, Political Organization, Online Advocacy, Volunteer Recruiting, Website Administration, Email Marketing, Digital Marketing, New Media
Education
New Organizing Institute (NOI) 2011 — 2011
New Media Bootcamp
Hendrix College 2001 — 2004
BA, English Literature
Loyola University Chicago 1999 — 2000
n/a, General
Fredonia High School 1996 — 1999
CREDO Action July 2012 - Present
PCCC September 2011 - July 2012
SunAmerica April 2007 - June 2010
State Farm Insurance July 2006 - December 2006
United American Insurance Agency April 2006 - June 2006
Nuvell Financial Services December 2004 - April 2006
Walt Disney World Resort September 2000 - January 2001
Skills
Grassroots Organizing, Social Media, Volunteer Management, Event Planning, Fundraising, Coalitions, WordPress, Strategy, Political Organization, Online Advocacy, Volunteer Recruiting, Website Administration, Email Marketing, Digital Marketing, New Media
Education
New Organizing Institute (NOI) 2011 — 2011
New Media Bootcamp
Hendrix College 2001 — 2004
BA, English Literature
Loyola University Chicago 1999 — 2000
n/a, General
Fredonia High School 1996 — 1999
Susan Fleischer Susan Fleischer's SunAmerica Experience September 1994 - September 1995
Job Focusing on the human side of data.
Industry Health, Wellness and Fitness
Experience
Isagenix March 2015 - Present
Epiphany Lutheran Church January 2000 - Present
Isagenix November 2014 - March 2015
Grand Canyon University February 2014 - November 2014
Arizona Venture Partnership February 2013 - July 2013
Copperstar Repertory Company November 2010 - May 2013
Apollo Group September 1995 - January 1999
SunAmerica September 1994 - September 1995
University of Phoenix January 1991 - September 1994
SunAmerica Financial Group September 1983 - December 1990
Skills
Process Improvement, Project Management, Editing, Customer Service, Technical Support, Technical Documentation, Business Analysis, Communication, Community Outreach, Social Media, Training, Analysis, Leadership, Databases, Team Leadership
Education
Chandler/Gilbert Community College 2011 — 2013
Spanish Language and Literature, A
University of Phoenix 1991 — 1995
BSBA, Business
Arizona State University 1982 — 1988
BS Computer Information Systems, Computers
Isagenix March 2015 - Present
Epiphany Lutheran Church January 2000 - Present
Isagenix November 2014 - March 2015
Grand Canyon University February 2014 - November 2014
Arizona Venture Partnership February 2013 - July 2013
Copperstar Repertory Company November 2010 - May 2013
Apollo Group September 1995 - January 1999
SunAmerica September 1994 - September 1995
University of Phoenix January 1991 - September 1994
SunAmerica Financial Group September 1983 - December 1990
Skills
Process Improvement, Project Management, Editing, Customer Service, Technical Support, Technical Documentation, Business Analysis, Communication, Community Outreach, Social Media, Training, Analysis, Leadership, Databases, Team Leadership
Education
Chandler/Gilbert Community College 2011 — 2013
Spanish Language and Literature, A
University of Phoenix 1991 — 1995
BSBA, Business
Arizona State University 1982 — 1988
BS Computer Information Systems, Computers
Mike Dennis Mike Dennis's SunAmerica Experience 2007 - 2009
Job Vice President Application Development at AIG Life & Retirement
Industry Insurance
Experience
AIG Life & Retirement April 2013 - Present
AIG SunAmerica April 2011 - March 2013
AIG SunAmerica July 2006 - March 2011
SunAmerica 2007 - 2009
AIG SunAmerica May 2004 - July 2006
AIG Retirement Services July 2002 - May 2004
CG-VAK Software USA Inc January 2000 - July 2002
Titan Industries August 1996 - January 2000
Anglo French Drugs & Industries April 1994 - July 1996
Skills
SDLC, Managing Offshore Teams, Managing Database..., Managing Middleware..., Managing Large &..., Change Management, Configuration Management, Business Continuity, Disaster Recovery, IT Strategy, Vendor Management, Business Intelligence, Business Analysis, Requirements Analysis, Enterprise Architecture, Process Improvement, Program Management, Software Project..., Solution Architecture, Requirements Gathering, IT Management, PMP
Education
Bharathidasan University 1996 — 1998
MCA, Master of Computer Applications
Bangalore University 1992 — 1994
BS, Computer Science
Kendriya Vidyalaya 1984 — 1992
St Germains High School 1981 — 1983
AIG Life & Retirement April 2013 - Present
AIG SunAmerica April 2011 - March 2013
AIG SunAmerica July 2006 - March 2011
SunAmerica 2007 - 2009
AIG SunAmerica May 2004 - July 2006
AIG Retirement Services July 2002 - May 2004
CG-VAK Software USA Inc January 2000 - July 2002
Titan Industries August 1996 - January 2000
Anglo French Drugs & Industries April 1994 - July 1996
Skills
SDLC, Managing Offshore Teams, Managing Database..., Managing Middleware..., Managing Large &..., Change Management, Configuration Management, Business Continuity, Disaster Recovery, IT Strategy, Vendor Management, Business Intelligence, Business Analysis, Requirements Analysis, Enterprise Architecture, Process Improvement, Program Management, Software Project..., Solution Architecture, Requirements Gathering, IT Management, PMP
Education
Bharathidasan University 1996 — 1998
MCA, Master of Computer Applications
Bangalore University 1992 — 1994
BS, Computer Science
Kendriya Vidyalaya 1984 — 1992
St Germains High School 1981 — 1983
Andrew Jacob Andrew Jacob's SunAmerica Experience April 2010 - June 2011
Job Project Administrator at Vanguard
Industry Investment Management
Experience
Vanguard July 2014 - Present
Vanguard January 2013 - July 2014
ArtistsPalooza April 2009 - January 2014
Salvatore's Catering Co. June 2011 - December 2013
Colonial Life July 2012 - January 2013
SunAmerica April 2010 - June 2011
Wells Fargo October 2007 - May 2010
Jacob Fitness 2008 - 2010
24 Hour Fitness August 2002 - September 2007
Skills
Management, Business Development, Marketing Strategy, Consultative Selling, Territory Analysis, Staff Development, Staff Management, Marketing, Sales, Problem Solving, Strategy, Team Building, Integrity, Entrepreneurship, Selling, Analysis, Sales Operations, Leadership, Time Management, Investments, Human Resources, Finance, Nonprofits, Small Business, Insurance, Networking, Training, Banking
Education
Susquehanna University 1997 — 2001
Bachelor's, Economics, International Studies
Denmark's International Studies 1999 — 1999
International Business
Rogers High School 1993 — 1997
College Prep
Landmark Education 2010 — 2011
Team Management and Leadership
Vanguard July 2014 - Present
Vanguard January 2013 - July 2014
ArtistsPalooza April 2009 - January 2014
Salvatore's Catering Co. June 2011 - December 2013
Colonial Life July 2012 - January 2013
SunAmerica April 2010 - June 2011
Wells Fargo October 2007 - May 2010
Jacob Fitness 2008 - 2010
24 Hour Fitness August 2002 - September 2007
Skills
Management, Business Development, Marketing Strategy, Consultative Selling, Territory Analysis, Staff Development, Staff Management, Marketing, Sales, Problem Solving, Strategy, Team Building, Integrity, Entrepreneurship, Selling, Analysis, Sales Operations, Leadership, Time Management, Investments, Human Resources, Finance, Nonprofits, Small Business, Insurance, Networking, Training, Banking
Education
Susquehanna University 1997 — 2001
Bachelor's, Economics, International Studies
Denmark's International Studies 1999 — 1999
International Business
Rogers High School 1993 — 1997
College Prep
Landmark Education 2010 — 2011
Team Management and Leadership
Ed Rooney Ed Rooney's SunAmerica Experience 1998 - 1998
Job Senior Acct Executive at Champion Logistics Group / World Pack USA / AP Express
Industry Transportation/Trucking/Railroad
Experience
AP Express, LLC 2006 - Present
Champion Logistics Group March 2005 - Present
The Crew 2008 - 2012
Penske 1999 - 2005
Travelers Insurance 1997 - 1999
SunAmerica 1998 - 1998
Education
California State Polytechnic University-Pomona 1991 — 1995
Bachelors of Science, Kinesiology and Exercise Science
Rio Hondo College 1989 — 1991
AA, Marketing
Long Beach City College 1988 — 1990
AA
Downey High
AP Express, LLC 2006 - Present
Champion Logistics Group March 2005 - Present
The Crew 2008 - 2012
Penske 1999 - 2005
Travelers Insurance 1997 - 1999
SunAmerica 1998 - 1998
Education
California State Polytechnic University-Pomona 1991 — 1995
Bachelors of Science, Kinesiology and Exercise Science
Rio Hondo College 1989 — 1991
AA, Marketing
Long Beach City College 1988 — 1990
AA
Downey High
Lorraine DiBacco Lorraine DiBacco's SunAmerica Experience 1989 - 1991
Job Communications Specialist | Corporate Solutions
Industry Marketing and Advertising
Experience
JLL February 2015 - Present
ValleyCrest Companies March 2008 - January 2015
The Hibbert Group January 2004 - February 2008
Watson Wyatt Worldwide September 2000 - December 2004
Interactive Data January 1993 - December 2000
Tandon Corporation 1991 - 1993
SunAmerica 1989 - 1991
Skills
Email Marketing, Copywriting, Social Media, Account Management, Content Development, Marketing Communications, Promotions, Website Development, Online Marketing, Marketing Strategy, Advertising, New Business Development, Strategic Planning, Digital Marketing, Marketing, Strategy, Public Relations, Trade Shows, CRM, Strategic Partnerships, Contract Negotiation, Budgets, Lead Generation, Business Development, B2B, Proposal Writing
Education
Northeastern University
BS, Business Administration
JLL February 2015 - Present
ValleyCrest Companies March 2008 - January 2015
The Hibbert Group January 2004 - February 2008
Watson Wyatt Worldwide September 2000 - December 2004
Interactive Data January 1993 - December 2000
Tandon Corporation 1991 - 1993
SunAmerica 1989 - 1991
Skills
Email Marketing, Copywriting, Social Media, Account Management, Content Development, Marketing Communications, Promotions, Website Development, Online Marketing, Marketing Strategy, Advertising, New Business Development, Strategic Planning, Digital Marketing, Marketing, Strategy, Public Relations, Trade Shows, CRM, Strategic Partnerships, Contract Negotiation, Budgets, Lead Generation, Business Development, B2B, Proposal Writing
Education
Northeastern University
BS, Business Administration
Victoria S. Sinkiewicz CRPC®;CRPS® Victoria S. Sinkiewicz CRPC®;CRPS®'s SunAmerica Experience 2001 - 2002
Job Client Relationship Manager, Consultant, & Advisor
Industry Financial Services
Experience
Denver January 2011 - October 2015
Wells Fargo Institutional Retirement & Trust March 2014 - September 2015
Merrill Lynch Wealth Management June 2012 - December 2013
Lincoln Financial Group 2003 - 2010
SunAmerica 2001 - 2002
Great-West Life and Annuity Insurance Company 1992 - 2001
Skills
Annuities, Mutual Funds, Licensing, Retirement Planning, Consultative Selling, Employee Benefits, Administration, 401k, Contract Negotiation, Investments, FINRA Series 6, Customer Relations, Risk Management, Annuity, Insurance, Retirement, Series 63, Asset Management, Securities, Plan Design, Compliance, Mentoring, ERISA, Problem Solving, Call Center, Customer Service, Strategic Planning, FINRA Series 7, Fixed Annuities, Series 7, Business Planning, Selling, Asset Managment, FINRA Series 66, Series 6, FINRA, Defined Benefit, Uniform Combined State..., Defined Contribution, Investment Strategies, Profit Sharing, Investment Advisory, Series 65, Pensions, Asset Allocation, IRAs, Variable Annuities, Financial Advisory, Series 24, 401k Rollovers
Education
College of Financial Planning
Chartered Retirement Planning Counselor and Chartered Retirement Plan Specialist
Alpena Community College
Associate of Arts and Sciences (A.A.S.), Business Management
Denver January 2011 - October 2015
Wells Fargo Institutional Retirement & Trust March 2014 - September 2015
Merrill Lynch Wealth Management June 2012 - December 2013
Lincoln Financial Group 2003 - 2010
SunAmerica 2001 - 2002
Great-West Life and Annuity Insurance Company 1992 - 2001
Skills
Annuities, Mutual Funds, Licensing, Retirement Planning, Consultative Selling, Employee Benefits, Administration, 401k, Contract Negotiation, Investments, FINRA Series 6, Customer Relations, Risk Management, Annuity, Insurance, Retirement, Series 63, Asset Management, Securities, Plan Design, Compliance, Mentoring, ERISA, Problem Solving, Call Center, Customer Service, Strategic Planning, FINRA Series 7, Fixed Annuities, Series 7, Business Planning, Selling, Asset Managment, FINRA Series 66, Series 6, FINRA, Defined Benefit, Uniform Combined State..., Defined Contribution, Investment Strategies, Profit Sharing, Investment Advisory, Series 65, Pensions, Asset Allocation, IRAs, Variable Annuities, Financial Advisory, Series 24, 401k Rollovers
Education
College of Financial Planning
Chartered Retirement Planning Counselor and Chartered Retirement Plan Specialist
Alpena Community College
Associate of Arts and Sciences (A.A.S.), Business Management
Nathan Herbst's SunAmerica Experience January 2008 - May 2015
Job Owner/Administrative Director at Chicagoland Reefs
Industry Financial Services
Experience
ChicagolandReefs.com November 2013 - Present
SunAmerica January 2008 - May 2015
Prudential Financial November 2006 - January 2008
Allstate Financial/Prudential Financial November 2003 - November 2006
Allstate Financial March 2002 - November 2003
Allstate Financial September 2000 - December 2001
Education
Colorado State University 1995 — 2000
Bachelor of Arts (B.A.), Liberal Arts and Sciences
Colorado State University 1995 — 2000
BA, Acting and Directing with a focus on Improv Comedy.
ChicagolandReefs.com November 2013 - Present
SunAmerica January 2008 - May 2015
Prudential Financial November 2006 - January 2008
Allstate Financial/Prudential Financial November 2003 - November 2006
Allstate Financial March 2002 - November 2003
Allstate Financial September 2000 - December 2001
Education
Colorado State University 1995 — 2000
Bachelor of Arts (B.A.), Liberal Arts and Sciences
Colorado State University 1995 — 2000
BA, Acting and Directing with a focus on Improv Comedy.
Johnathon Pitts, CFP® Johnathon Pitts, CFP®'s SunAmerica Experience July 2007 - April 2008
Job Relationship Manager/Financial Consultant
Industry Financial Services
Experience
Fisher Wealth Management November 2010 - Present
Self Employed February 2009 - November 2010
HomeInsurance.com April 2008 - February 2009
SunAmerica July 2007 - April 2008
PLANCO June 2004 - July 2007
Skills
Insurance, Series 7, Series 63, Series 65, Series 24, Retirement Planning, Retirement Plan..., Long-term Care, Life Insurance, Investments
Education
East Carolina University 2000 — 2004
BS Computer Science, Double Major -- Computer Science/Philosophy
Fisher Wealth Management November 2010 - Present
Self Employed February 2009 - November 2010
HomeInsurance.com April 2008 - February 2009
SunAmerica July 2007 - April 2008
PLANCO June 2004 - July 2007
Skills
Insurance, Series 7, Series 63, Series 65, Series 24, Retirement Planning, Retirement Plan..., Long-term Care, Life Insurance, Investments
Education
East Carolina University 2000 — 2004
BS Computer Science, Double Major -- Computer Science/Philosophy
Mars Freudenberg's SunAmerica Experience 1998 - 2003
Job Sales Manager at Americase
Industry Sporting Goods
Experience
Americase 2006 - Present
Americase 2006 - 2015
Countrywide Home Loans 2003 - 2006
SunAmerica 1998 - 2003
Skills
Guitar, Bass, Sales, Strategic Planning, Customer Service, Public Relations, Online Marketing, Team Building, Account Management, Military, Pricing, Budgets, Manufacturing, Contract Negotiation, Marketing Strategy, Event Planning, Sales Management, Social Media Marketing, Direct Sales, Marketing Communications, Firearms, Business Strategy, Negotiation, Business Planning, Business Development, Inventory Management, Project Management, Team Leadership, Marketing, Trade Shows, Event Management, Merchandising, Selling, Sales Operations, Leadership, Social Media, Product Development, Salesforce.com, New Business Development, Public Speaking, Sales Process, Product Management, Customer Satisfaction, Retail, Management, Advertising, Microsoft Excel, Purchasing, Coaching, Training
Education
Glendale Community College Glendale, CA
Associate’s Degree, Political Science
University of California, Los Angeles
Political Science - International Relations/Public Administration
Americase 2006 - Present
Americase 2006 - 2015
Countrywide Home Loans 2003 - 2006
SunAmerica 1998 - 2003
Skills
Guitar, Bass, Sales, Strategic Planning, Customer Service, Public Relations, Online Marketing, Team Building, Account Management, Military, Pricing, Budgets, Manufacturing, Contract Negotiation, Marketing Strategy, Event Planning, Sales Management, Social Media Marketing, Direct Sales, Marketing Communications, Firearms, Business Strategy, Negotiation, Business Planning, Business Development, Inventory Management, Project Management, Team Leadership, Marketing, Trade Shows, Event Management, Merchandising, Selling, Sales Operations, Leadership, Social Media, Product Development, Salesforce.com, New Business Development, Public Speaking, Sales Process, Product Management, Customer Satisfaction, Retail, Management, Advertising, Microsoft Excel, Purchasing, Coaching, Training
Education
Glendale Community College Glendale, CA
Associate’s Degree, Political Science
University of California, Los Angeles
Political Science - International Relations/Public Administration
Ashley Lynne Ackerman, CRPC Ashley Lynne Ackerman, CRPC's SunAmerica Experience December 2012 - Present
Job Regional Vice President for SunAmerica Mutual Funds
Industry Financial Services
Experience
American General Annuities October 2014 - Present
SunAmerica December 2012 - Present
SunAmerica July 2010 - November 2012
AXA Equitable July 2005 - June 2010
Skills
Series 63, Asset Allocation, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investments, Mutual Funds, Portfolio Management, Retirement, Series 7, Variable Annuities, Wealth Management
Education
Binghamton University - School of Management 2001 — 2005
Accounting/Marketing
American General Annuities October 2014 - Present
SunAmerica December 2012 - Present
SunAmerica July 2010 - November 2012
AXA Equitable July 2005 - June 2010
Skills
Series 63, Asset Allocation, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investments, Mutual Funds, Portfolio Management, Retirement, Series 7, Variable Annuities, Wealth Management
Education
Binghamton University - School of Management 2001 — 2005
Accounting/Marketing
Chad Orr Chad Orr's SunAmerica Experience December 1998 - December 1999
Job Business Development Manager at Translation Services
Industry Translation and Localization
Experience
LingPerfect Translations April 2014 - Present
New York Open Center 2003 - Present
Rennert Translation Group May 2001 - August 2012
SunAmerica December 1998 - December 1999
BISYS January 1997 - November 1997
Skills
Translation, Foreign Languages, Intercultural..., Proofreading, Marketing, Editing, Project Management, Social Networking, Language Teaching, Public Relations, Sales, International Sales, Client Service Oriented, Account Management, Voice Over, Spanish, English, International Relations, Localization, Entrepreneurship, Multilingual, Globalization, French, Italian, Market Research, Linguistics, Interpreting, Teaching English as a..., Technical Translation, Legal Translation, Arabic, ESL, International Education, Terminology, Russian
Education
Thunderbird School of Global Management 1999 — 2000
International MBA
Penn State University
BS, Finance
LingPerfect Translations April 2014 - Present
New York Open Center 2003 - Present
Rennert Translation Group May 2001 - August 2012
SunAmerica December 1998 - December 1999
BISYS January 1997 - November 1997
Skills
Translation, Foreign Languages, Intercultural..., Proofreading, Marketing, Editing, Project Management, Social Networking, Language Teaching, Public Relations, Sales, International Sales, Client Service Oriented, Account Management, Voice Over, Spanish, English, International Relations, Localization, Entrepreneurship, Multilingual, Globalization, French, Italian, Market Research, Linguistics, Interpreting, Teaching English as a..., Technical Translation, Legal Translation, Arabic, ESL, International Education, Terminology, Russian
Education
Thunderbird School of Global Management 1999 — 2000
International MBA
Penn State University
BS, Finance
Jessie Yodsukar Jessie Yodsukar's SunAmerica Experience November 1998 - July 2005
Job Assistant Manager, Marketing Operations at SunAmerica Retirement Markets
Industry Financial Services
Experience
AIG June 2013 - Present
SunAmerica Retirement Markets, Inc. June 2009 - June 2013
SunAmerica November 1998 - July 2005
Independent Capital Management May 1997 - June 1998
Skills
Marketing, Marketing Communications, Relationship Management, Digital Marketing, Project Management, Advertising, Microsoft Excel, Series 6, Edge, Variable Annuities
Education
Pepperdine University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
AIG June 2013 - Present
SunAmerica Retirement Markets, Inc. June 2009 - June 2013
SunAmerica November 1998 - July 2005
Independent Capital Management May 1997 - June 1998
Skills
Marketing, Marketing Communications, Relationship Management, Digital Marketing, Project Management, Advertising, Microsoft Excel, Series 6, Edge, Variable Annuities
Education
Pepperdine University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
George Loures George Loures's SunAmerica Experience July 2010 - September 2014
Job Regional Sales Director at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners September 2014 - Present
SunAmerica July 2010 - September 2014
MetLife Investors January 2000 - June 2010
Metlife 2000 - 2010
Travelers Life & Annuity January 2000 - January 2004
Morgan Stanley Smith Barney November 1997 - January 2000
Walt Disney World 1989 - 1989
Skills
Fixed Annuities, 401k, Series 63, Mutual Funds, Investments, Insurance, Securities, Sales Operations, Finance, Investment Strategies, Retirement Planning, Variable Annuities, Series 7
Education
New York Institute of Technology 1988 — 1991
New York Institute of Technology 1988 — 1991
Business
Franklin Square Capital Partners September 2014 - Present
SunAmerica July 2010 - September 2014
MetLife Investors January 2000 - June 2010
Metlife 2000 - 2010
Travelers Life & Annuity January 2000 - January 2004
Morgan Stanley Smith Barney November 1997 - January 2000
Walt Disney World 1989 - 1989
Skills
Fixed Annuities, 401k, Series 63, Mutual Funds, Investments, Insurance, Securities, Sales Operations, Finance, Investment Strategies, Retirement Planning, Variable Annuities, Series 7
Education
New York Institute of Technology 1988 — 1991
New York Institute of Technology 1988 — 1991
Business
Joseph A Carretta Joseph A Carretta's SunAmerica Experience February 2008 - September 2014
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
SunAmerica February 2008 - September 2014
Prudential Financial March 2006 - February 2008
Allstate Financial 2004 - 2006
Morgan Stanley October 1994 - January 2004
Skills
Series 63, Mutual Funds, Series 6, Retirement, Retirement Planning, Asset Allocation, Securities, Investments, Investment Strategies, Asset Managment, Financial Services, Variable Annuities, Territory Management, Fixed Annuities, Continuing Education..., Insurance, Asset Management, FINRA, Estate Planning, Investment Management, Long-term Care, Sales Force Development, Series 7, Uniform Combined State...
Education
Saint Bonaventure University 1983 — 1987
BS, Economics
Morgan Stanley September 2014 - Present
SunAmerica February 2008 - September 2014
Prudential Financial March 2006 - February 2008
Allstate Financial 2004 - 2006
Morgan Stanley October 1994 - January 2004
Skills
Series 63, Mutual Funds, Series 6, Retirement, Retirement Planning, Asset Allocation, Securities, Investments, Investment Strategies, Asset Managment, Financial Services, Variable Annuities, Territory Management, Fixed Annuities, Continuing Education..., Insurance, Asset Management, FINRA, Estate Planning, Investment Management, Long-term Care, Sales Force Development, Series 7, Uniform Combined State...
Education
Saint Bonaventure University 1983 — 1987
BS, Economics
Pete Kropp Pete Kropp's SunAmerica Experience July 1997 - August 1999
Job Pension Department Manager at S&A Administrators
Industry Financial Services
Experience
S&A Administrators February 2007 - Present
Vanguard August 2004 - February 2007
Ceridian 1999 - 2004
SunAmerica July 1997 - August 1999
Merrill Lynch April 1993 - July 1997
Skills
Series 7, Pensions, Retirement, Series 63, Relationship Management, Asset Allocation, Mutual Funds, Retirement Planning
Education
Rider University 1987 — 1992
BS, Marketing/Marketing Management, General
S&A Administrators February 2007 - Present
Vanguard August 2004 - February 2007
Ceridian 1999 - 2004
SunAmerica July 1997 - August 1999
Merrill Lynch April 1993 - July 1997
Skills
Series 7, Pensions, Retirement, Series 63, Relationship Management, Asset Allocation, Mutual Funds, Retirement Planning
Education
Rider University 1987 — 1992
BS, Marketing/Marketing Management, General
Patricia Kosak Patricia Kosak's SunAmerica Experience July 2000 - April 2002
Job Executive Assistant at Ipsos
Industry Market Research
Experience
Ipsos July 2008 - Present
Akerman Senterfitt April 2006 - July 2007
Fowler White Burnett June 2005 - April 2006
Troutman Sanders LLP June 2003 - June 2005
Merrill Lynch April 2002 - June 2003
SunAmerica July 2000 - April 2002
Cravath, Swaine & Moore LLP October 1999 - July 2000
Skills
Outlook, Microsoft Office, Mac OS X, QuickBooks, Visio, Groove, InfoPath, Internet Explorer, Research, Critical Thinking, Professional Services, Apple Safari, Photoshop, iPad, OneNote, Microsoft Publisher, Advice, Leadership, Human Resources, Litigation, Training, OS X, Intellectual Property, Legal Assistance, Legal Writing, Strategic Planning, Social Networking
Education
Katharine Gibbs College
Executive Assistant Certificate, Legal Assistant/Paralegal
Queens College
Liberal Arts and Sciences/Liberal Studies
Ipsos July 2008 - Present
Akerman Senterfitt April 2006 - July 2007
Fowler White Burnett June 2005 - April 2006
Troutman Sanders LLP June 2003 - June 2005
Merrill Lynch April 2002 - June 2003
SunAmerica July 2000 - April 2002
Cravath, Swaine & Moore LLP October 1999 - July 2000
Skills
Outlook, Microsoft Office, Mac OS X, QuickBooks, Visio, Groove, InfoPath, Internet Explorer, Research, Critical Thinking, Professional Services, Apple Safari, Photoshop, iPad, OneNote, Microsoft Publisher, Advice, Leadership, Human Resources, Litigation, Training, OS X, Intellectual Property, Legal Assistance, Legal Writing, Strategic Planning, Social Networking
Education
Katharine Gibbs College
Executive Assistant Certificate, Legal Assistant/Paralegal
Queens College
Liberal Arts and Sciences/Liberal Studies
Damon Duran's SunAmerica Experience March 2001 - August 2014
Job Aviaiton Photographer at PhantontomPhan1974 Photography
Industry Financial Services
Experience
Orange County Sheriff's Department March 2014 - Present
PhantontomPhan1974 Photography January 1992 - Present
SunAmerica March 2001 - August 2014
Stericycle February 2000 - July 2000
BFI Medical Waste Inc, August 1999 - February 2000
Hertz Local Edition August 1998 - February 1999
Skills
Business Intelligence, Program Management, Business Analysis, Windows, Microsoft Excel, Database Administration, Photography, Aircraft, Helicopters, Variable Annuities, Document Management, Indexing, Aviation, Management, Military, Microsoft Word, Security Clearance, Quality Assurance, Aerospace, Public Speaking, Windows Server, Training, Change Management, Project Management, Operations Management, Risk Management, Customer Service, Aviation Photography, Document Control, Phone Etiquette, Airshows, Airports, Social Media, Social Networking, Military Aviation, Leadership, CRM, Team Building, Software Documentation, PowerPoint
Education
CSUDH 1994 — 1996
BS, Business
El Camino College 1992 — 1994
AS, Business
Narbonne High School 1989 — 1992
High School Diploma, General Studies
Fleming Junior High School 1986 — 1989
Lomita Magnet Elementary School 1979 — 1986
Business Administration and Management, General
Orange County Sheriff's Department March 2014 - Present
PhantontomPhan1974 Photography January 1992 - Present
SunAmerica March 2001 - August 2014
Stericycle February 2000 - July 2000
BFI Medical Waste Inc, August 1999 - February 2000
Hertz Local Edition August 1998 - February 1999
Skills
Business Intelligence, Program Management, Business Analysis, Windows, Microsoft Excel, Database Administration, Photography, Aircraft, Helicopters, Variable Annuities, Document Management, Indexing, Aviation, Management, Military, Microsoft Word, Security Clearance, Quality Assurance, Aerospace, Public Speaking, Windows Server, Training, Change Management, Project Management, Operations Management, Risk Management, Customer Service, Aviation Photography, Document Control, Phone Etiquette, Airshows, Airports, Social Media, Social Networking, Military Aviation, Leadership, CRM, Team Building, Software Documentation, PowerPoint
Education
CSUDH 1994 — 1996
BS, Business
El Camino College 1992 — 1994
AS, Business
Narbonne High School 1989 — 1992
High School Diploma, General Studies
Fleming Junior High School 1986 — 1989
Lomita Magnet Elementary School 1979 — 1986
Business Administration and Management, General
Alice Rivera Alice Rivera's SunAmerica Experience September 2002 - August 2005
Job Business Department Chairperson at Golden West College
Industry Accounting
Experience
Golden West College September 2010 - Present
Golden West College August 2009 - Present
Cooperative of American Physicians, Inc. March 2007 - December 2008
Cerritos College August 2006 - December 2008
Cooperative of American Physicians, Inc. September 2005 - March 2007
SunAmerica September 2002 - August 2005
Deloitte & Touche LLP June 2000 - August 2002
Deloitte & Touche LLP September 1998 - May 2000
Skills
Accounting, Financial Reporting, SEC filings, Sarbanes-Oxley Act, FAS 133, FAS 142, Budgets, Financial Analysis, Microsoft Office, QuickBooks, Internal Controls, FAS 5, Payroll
Education
California State University-Fullerton
MBA, Accounting
University of California, Los Angeles
B.S., Math/Applied Science, Accounting, Business Administration
Golden West College September 2010 - Present
Golden West College August 2009 - Present
Cooperative of American Physicians, Inc. March 2007 - December 2008
Cerritos College August 2006 - December 2008
Cooperative of American Physicians, Inc. September 2005 - March 2007
SunAmerica September 2002 - August 2005
Deloitte & Touche LLP June 2000 - August 2002
Deloitte & Touche LLP September 1998 - May 2000
Skills
Accounting, Financial Reporting, SEC filings, Sarbanes-Oxley Act, FAS 133, FAS 142, Budgets, Financial Analysis, Microsoft Office, QuickBooks, Internal Controls, FAS 5, Payroll
Education
California State University-Fullerton
MBA, Accounting
University of California, Los Angeles
B.S., Math/Applied Science, Accounting, Business Administration
Matt Kobata, CFP® Matt Kobata, CFP®'s SunAmerica Experience 1997 - 2000
Job Financial Services
Industry Financial Services
Experience
American Century Investments July 2013 - Present
Allianz Global Investors May 2006 - June 2013
PIMCO May 2006 - June 2013
AIM Investments March 2001 - June 2006
SunAmerica 1997 - 2000
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Management, Investments, Asset Allocation, Series 63, Portfolio Management, Equities, Fixed Income, Wealth Management, Securities
Education
California State University-Northridge
Business Administration
University of California, Los Angeles
American Century Investments July 2013 - Present
Allianz Global Investors May 2006 - June 2013
PIMCO May 2006 - June 2013
AIM Investments March 2001 - June 2006
SunAmerica 1997 - 2000
Skills
Mutual Funds, Series 7, Alternative Investments, Asset Management, Investments, Asset Allocation, Series 63, Portfolio Management, Equities, Fixed Income, Wealth Management, Securities
Education
California State University-Northridge
Business Administration
University of California, Los Angeles
Rick Smith Rick Smith's SunAmerica Experience January 1996 - June 2000
Job Venture Capital Investor
Industry Investment Management
Experience
Crosscut Ventures 2008 - Present
Palomar Ventures 2000 - 2006
SunAmerica January 1996 - June 2000
Kirkland Messina Inc October 1993 - December 1995
Milbank, Tweed, Hadley & McCloy LLP 1988 - 1993
Skills
Private Equity, Corporate Development, Mergers, Venture Capital, Start-ups, Due Diligence
Education
Harvard Law School 1984 — 1987
JD, Law
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Finance
Crosscut Ventures 2008 - Present
Palomar Ventures 2000 - 2006
SunAmerica January 1996 - June 2000
Kirkland Messina Inc October 1993 - December 1995
Milbank, Tweed, Hadley & McCloy LLP 1988 - 1993
Skills
Private Equity, Corporate Development, Mergers, Venture Capital, Start-ups, Due Diligence
Education
Harvard Law School 1984 — 1987
JD, Law
University of Illinois at Urbana-Champaign 1980 — 1984
BS, Finance
Noel Trias Noel Trias's SunAmerica Experience 1999 - 2001
Job Managing Director at Pensionmark/Benefits Matrix
Industry Financial Services
Experience
Pensionmark Retirement Group / Benefits Matrix 2001 - Present
AIG SunAmerica 2000 - 2002
SunAmerica 1999 - 2001
One America AUL 1999 - 2000
Skills
Public Speaking, Pensions, Managerial Finance, Deferred Compensation, Personal Financial..., Process Improvement, ERISA
Education
Golden Gate University 1987 — 1991
MSFS, Finance
University of San Diego 1982 — 1986
BBA, Accounting, Business
Marian High School 1978 — 1982
Pensionmark Retirement Group / Benefits Matrix 2001 - Present
AIG SunAmerica 2000 - 2002
SunAmerica 1999 - 2001
One America AUL 1999 - 2000
Skills
Public Speaking, Pensions, Managerial Finance, Deferred Compensation, Personal Financial..., Process Improvement, ERISA
Education
Golden Gate University 1987 — 1991
MSFS, Finance
University of San Diego 1982 — 1986
BBA, Accounting, Business
Marian High School 1978 — 1982
Patrick Cahill Patrick Cahill's SunAmerica Experience April 2001 - December 2009
Job Regional Vice President at Jackson National Life
Industry Insurance
Experience
Jackson National Life December 2009 - Present
SunAmerica April 2001 - December 2009
Allstate 1999 - 2001
Van Kampen Investments 1997 - 1999
Skills
Asset Allocation, Series 7, Series 63, Variable Annuities, Mutual Funds, Retirement Planning, Alternative Investments, Fixed Annuities, Retirement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1999
MBA, Finance
Marquette University 1990 — 1994
Bachelors of Science, Finance
Jackson National Life December 2009 - Present
SunAmerica April 2001 - December 2009
Allstate 1999 - 2001
Van Kampen Investments 1997 - 1999
Skills
Asset Allocation, Series 7, Series 63, Variable Annuities, Mutual Funds, Retirement Planning, Alternative Investments, Fixed Annuities, Retirement
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1999
MBA, Finance
Marquette University 1990 — 1994
Bachelors of Science, Finance
Randy Caplan Randy Caplan's SunAmerica Experience 1990 - 1995
Job IT Manager at CSAA
Industry Insurance
Experience
CSAA Manager, ITAAA Insurance
California State Automobile Association (AAA) 2005 - Present
WMC Mortgage 2004 - 2005
WellPoint 1997 - 2004
Paramount Pictures 1995 - 1997
SunAmerica 1990 - 1995
Mileage Plus 1984 - 1990
Westlake Data Center / American Savings 1982 - 1984
Applied Computer Services 1979 - 1981
Skills
SDLC, Vendor Management, Requirements Gathering, ITIL, IT Service Management, SharePoint, PMP, Change Management, Visio, Security, Business Intelligence, Project Portfolio..., PMO, Business Process, IT Operations, Resource Management, Business Analysis, Process Improvement, Disaster Recovery, IT Management, IT Strategy, Data Warehousing, Systems Analysis, Data Center, Enterprise Architecture, Business Process..., Requirements Analysis, Software Project..., Microsoft SQL Server, Solution Architecture, SQL, Integration
Education
California State University-Northridge 1977 — 1981
Pre-Medical, 3.5
El Camino Real High School 1975 — 1977
California State Scholarship Gold Seal, Physics, 3.8
CSAA Manager, ITAAA Insurance
California State Automobile Association (AAA) 2005 - Present
WMC Mortgage 2004 - 2005
WellPoint 1997 - 2004
Paramount Pictures 1995 - 1997
SunAmerica 1990 - 1995
Mileage Plus 1984 - 1990
Westlake Data Center / American Savings 1982 - 1984
Applied Computer Services 1979 - 1981
Skills
SDLC, Vendor Management, Requirements Gathering, ITIL, IT Service Management, SharePoint, PMP, Change Management, Visio, Security, Business Intelligence, Project Portfolio..., PMO, Business Process, IT Operations, Resource Management, Business Analysis, Process Improvement, Disaster Recovery, IT Management, IT Strategy, Data Warehousing, Systems Analysis, Data Center, Enterprise Architecture, Business Process..., Requirements Analysis, Software Project..., Microsoft SQL Server, Solution Architecture, SQL, Integration
Education
California State University-Northridge 1977 — 1981
Pre-Medical, 3.5
El Camino Real High School 1975 — 1977
California State Scholarship Gold Seal, Physics, 3.8
Jeannie Resnick Jeannie Resnick's SunAmerica Experience August 2000 - December 2001
Job Financial Services Professional
Industry Financial Services
Experience
MullinTBG a Prudential Company June 2013 - April 2014
Transamerica Retirement Solutions 2002 - 2013
SunAmerica August 2000 - December 2001
Los Angeles Unified School District September 1999 - June 2000
Gap Inc. July 1991 - October 1998
Skills
Insurance, Leadership, CRM, Management, Analysis, Program Management, Software Documentation, Sales, Relationship Management, Customer Service, Project Management
Education
California State University-Northridge 1992 — 1997
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies
MullinTBG a Prudential Company June 2013 - April 2014
Transamerica Retirement Solutions 2002 - 2013
SunAmerica August 2000 - December 2001
Los Angeles Unified School District September 1999 - June 2000
Gap Inc. July 1991 - October 1998
Skills
Insurance, Leadership, CRM, Management, Analysis, Program Management, Software Documentation, Sales, Relationship Management, Customer Service, Project Management
Education
California State University-Northridge 1992 — 1997
Bachelor’s Degree, Liberal Arts and Sciences/Liberal Studies
Amanda Crowley Amanda Crowley's SunAmerica Experience March 1988 - January 1996
Job Retired
Industry Investment Management
Experience
Self-employed Regional ManagerLord Abbett & Co. LLCFebruary 1996 - June 2012
SunAmerica March 1988 - January 1996
Education
The University of Georgia 1985 — 1987
Bachelor's degree, Finance, General
Clarion University of Pennsylvania 1983 — 1985
Self-employed Regional ManagerLord Abbett & Co. LLCFebruary 1996 - June 2012
SunAmerica March 1988 - January 1996
Education
The University of Georgia 1985 — 1987
Bachelor's degree, Finance, General
Clarion University of Pennsylvania 1983 — 1985
Chip Saltz Chip Saltz's SunAmerica Experience January 2013 - November 2013
Job First Vice President, Southwest Region at Carey Financial, LLC
Industry Financial Services
Experience
Carey Financial, LLC November 2013 - Present
SunAmerica January 2013 - November 2013
John Hancock Life Insurance Company (U.S.A.) October 2010 - January 2013
John Hancock July 2000 - September 2010
Skills
Wealth Management, Separately Managed..., Sales Operations, Sales Management, Leadership, Sales, Fixed Annuities, Financial Services, 529 Plans, Series 63, Strategic Financial..., Series 7, Management, Variable Annuities, Mutual Funds, Series 6
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
MBA
Loyola University New Orleans 1992 — 1996
BBA, Management, Marketing
Brother Martin 1987 — 1992
Carey Financial, LLC November 2013 - Present
SunAmerica January 2013 - November 2013
John Hancock Life Insurance Company (U.S.A.) October 2010 - January 2013
John Hancock July 2000 - September 2010
Skills
Wealth Management, Separately Managed..., Sales Operations, Sales Management, Leadership, Sales, Fixed Annuities, Financial Services, 529 Plans, Series 63, Strategic Financial..., Series 7, Management, Variable Annuities, Mutual Funds, Series 6
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2010
MBA
Loyola University New Orleans 1992 — 1996
BBA, Management, Marketing
Brother Martin 1987 — 1992
Dennis Lulay Dennis Lulay's SunAmerica Experience August 1986 - October 1989
Job Registered Principal / Owner at Lulay Financial, LLC
Industry Financial Services
Experience
Raymond James Financial Inc. October 1989 - Present
Lulay Financial, LLC December 1984 - Present
SunAmerica August 1986 - October 1989
IDS Financial Services December 1984 - July 1986
Education
Oregon State University 1978 — 1982
Bachelor of Science (B.Sc.), Geology/Earth Science, General
Western Oregon University 1977 — 1978
Science
Raymond James Financial Inc. October 1989 - Present
Lulay Financial, LLC December 1984 - Present
SunAmerica August 1986 - October 1989
IDS Financial Services December 1984 - July 1986
Education
Oregon State University 1978 — 1982
Bachelor of Science (B.Sc.), Geology/Earth Science, General
Western Oregon University 1977 — 1978
Science
Arlene Norber Arlene Norber's SunAmerica Experience July 1995 - July 1999
Job Senior Technical Writer at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters July 1999 - Present
SunAmerica July 1995 - July 1999
Executive Life Insurance Company December 1987 - March 1995
Skills
Release Notes, Online Help Development, Single Sourcing, Online Help, SnagIt, Software Documentation, Technical Writing, RoboHelp, Visio, SharePoint, Project Management, Software Development, SaaS, Software Project..., Business Intelligence, Program Management, Business Analysis
Education
City University of New York-College of Staten Island 1973 — 1975
Master's Degree in Arts, Math Educaton
Brooklyn College 1967 — 1972
Bachelor of Science, Math Education
Thomson Reuters July 1999 - Present
SunAmerica July 1995 - July 1999
Executive Life Insurance Company December 1987 - March 1995
Skills
Release Notes, Online Help Development, Single Sourcing, Online Help, SnagIt, Software Documentation, Technical Writing, RoboHelp, Visio, SharePoint, Project Management, Software Development, SaaS, Software Project..., Business Intelligence, Program Management, Business Analysis
Education
City University of New York-College of Staten Island 1973 — 1975
Master's Degree in Arts, Math Educaton
Brooklyn College 1967 — 1972
Bachelor of Science, Math Education
Emilie Welker Emilie Welker's SunAmerica Experience June 2011 - July 2014
Job Product Manager
Industry Financial Services
Experience
AIG July 2014 - Present
SunAmerica June 2011 - July 2014
Welker Financial May 2007 - June 2011
Cedar Park Pediatic and family Medicine May 2010 - November 2010
North Central Family Practice August 2006 - May 2007
North Central Baptist Hospital August 2005 - May 2006
Skills
Biology, Sales, Organization, Territory..., Territory Penetration, Sales Prospecting, Building Relationships, Medical Terminology, Medical Writing, Marketing, Management, Retirement Planning, Fixed Annuities, Investments, Retirement
Education
Concordia University-Austin 2007 — 2010
Bachelor of Science (BS), Biology, 3.55
AIG July 2014 - Present
SunAmerica June 2011 - July 2014
Welker Financial May 2007 - June 2011
Cedar Park Pediatic and family Medicine May 2010 - November 2010
North Central Family Practice August 2006 - May 2007
North Central Baptist Hospital August 2005 - May 2006
Skills
Biology, Sales, Organization, Territory..., Territory Penetration, Sales Prospecting, Building Relationships, Medical Terminology, Medical Writing, Marketing, Management, Retirement Planning, Fixed Annuities, Investments, Retirement
Education
Concordia University-Austin 2007 — 2010
Bachelor of Science (BS), Biology, 3.55
Alex Azpeitia Alex Azpeitia's SunAmerica Experience
Job Regional Marketing Specialist at SunAmerica
Industry Financial Services
Experience
SunAmerica
Skills
Variable Annuities, Series 6, Series 63, Fixed Annuities, Mutual Funds, Retirement Planning, 401k, Wealth Management, Retirement, Securities, Life Insurance, FINRA, Investments, Strategic Financial..., Financial Planning
Education
CSUN
Bachelor of Science (BS), Business Administration and Management
SunAmerica
Skills
Variable Annuities, Series 6, Series 63, Fixed Annuities, Mutual Funds, Retirement Planning, 401k, Wealth Management, Retirement, Securities, Life Insurance, FINRA, Investments, Strategic Financial..., Financial Planning
Education
CSUN
Bachelor of Science (BS), Business Administration and Management
Greg Blackwell Greg Blackwell's SunAmerica Experience March 2008 - December 2009
Job Performance Coach Senior Consultant
Industry Financial Services
Experience
Trust Performance Coaching October 2009 - Present
Richardson April 2010 - Present
The Oechsli Institute May 2012 - Present
SunAmerica March 2008 - December 2009
Ameriprise Financial June 2001 - October 2007
Salomon Smith Barney 2000 - 2001
UBS Global Asset Management 1998 - 2000
Fidelity Investments 1987 - 1997
Skills
Coaching, Executive Coaching, Strategy, Selling, Management, Sales Management, Strategic Planning, Asset Management, Wealth Management, Executive Management, Leadership Development, Talent Management, Business Strategy, Public Speaking, Leadership, Personal Development, Team Management, Training & Development, Negotiation, Team Leadership, Business Performance..., Change Management, Organizational..., Management Consulting, Sales Process, Transformational Life..., Life Coaching, Performance Management, Mentoring, Emotional Intelligence, Consultative Selling, Change Leadership, Staff Development, High Performance Teams, Workshop Facilitation, Time Management, Employee Training, Sales, Investments
Education
Georgia State University
BBA, Real Estate
Trust Performance Coaching October 2009 - Present
Richardson April 2010 - Present
The Oechsli Institute May 2012 - Present
SunAmerica March 2008 - December 2009
Ameriprise Financial June 2001 - October 2007
Salomon Smith Barney 2000 - 2001
UBS Global Asset Management 1998 - 2000
Fidelity Investments 1987 - 1997
Skills
Coaching, Executive Coaching, Strategy, Selling, Management, Sales Management, Strategic Planning, Asset Management, Wealth Management, Executive Management, Leadership Development, Talent Management, Business Strategy, Public Speaking, Leadership, Personal Development, Team Management, Training & Development, Negotiation, Team Leadership, Business Performance..., Change Management, Organizational..., Management Consulting, Sales Process, Transformational Life..., Life Coaching, Performance Management, Mentoring, Emotional Intelligence, Consultative Selling, Change Leadership, Staff Development, High Performance Teams, Workshop Facilitation, Time Management, Employee Training, Sales, Investments
Education
Georgia State University
BBA, Real Estate
Dana Mancini Dana Mancini's SunAmerica Experience July 2002 - January 2004
Job Regional Vice President at AXA Equitable
Industry Financial Services
Experience
AXA Equitable January 2012 - Present
Sun Life Financial January 2006 - January 2012
SunAmerica July 2002 - January 2004
Putnam Investments July 1996 - July 2002
Skills
Series 63, Series 6, Series 7, Mutual Funds, Fixed Annuities, Retirement Planning, Variable Annuities, Investments, Separately Managed..., Securities, Strategic Financial..., Insurance, FINRA, Wealth Management, 401k, Retirement, Alternative Investments, Series 24, Series 65, Long-term Care
Education
Northeastern University 1988 — 1993
Bachelor of Science, Business Administration
AXA Equitable January 2012 - Present
Sun Life Financial January 2006 - January 2012
SunAmerica July 2002 - January 2004
Putnam Investments July 1996 - July 2002
Skills
Series 63, Series 6, Series 7, Mutual Funds, Fixed Annuities, Retirement Planning, Variable Annuities, Investments, Separately Managed..., Securities, Strategic Financial..., Insurance, FINRA, Wealth Management, 401k, Retirement, Alternative Investments, Series 24, Series 65, Long-term Care
Education
Northeastern University 1988 — 1993
Bachelor of Science, Business Administration
David Ritchey David Ritchey's SunAmerica Experience December 2010 - March 2012
Job Alternative Distribution Executive, Eastern Division at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company November 2013 - Present
Red Oak Wealth Management, LLC March 2012 - November 2013
SunAmerica December 2010 - March 2012
ING August 2007 - December 2010
Ameriprise Financial 2005 - 2007
Nationwide Financial Services 2001 - 2005
Skills
Investment Management, Income Protection, Retirement Planning, Qualified Retirement..., Licensed Life & Health..., Education Funding, Asset Managment, Asset Allocation, Mutual Funds, Team Leadership, Team Management, Sales Presentations, Problem Solving, Collaborative Problem..., Business Acquisition, Series 7
Education
Otterbein University 1998 — 2001
BA, Business Finance
ALPS, A DST Company November 2013 - Present
Red Oak Wealth Management, LLC March 2012 - November 2013
SunAmerica December 2010 - March 2012
ING August 2007 - December 2010
Ameriprise Financial 2005 - 2007
Nationwide Financial Services 2001 - 2005
Skills
Investment Management, Income Protection, Retirement Planning, Qualified Retirement..., Licensed Life & Health..., Education Funding, Asset Managment, Asset Allocation, Mutual Funds, Team Leadership, Team Management, Sales Presentations, Problem Solving, Collaborative Problem..., Business Acquisition, Series 7
Education
Otterbein University 1998 — 2001
BA, Business Finance
Yvonne Bates Yvonne Bates's SunAmerica Experience September 2005 - June 2008
Job Officer at Financial Services Firm
Industry Financial Services
Experience
Investment Management Firm April 2012 - Present
Temporary Position September 2011 - December 2011
Amalgamated Bank June 2008 - April 2010
SunAmerica September 2005 - June 2008
Delta Air Lines November 1996 - September 2005
Skills
Zephyr, Lipper, Morningstar, Factset, BIRR Performance..., Investran, Private i, Microsoft Office, Investments, Portfolio Management, Asset Management, Mutual Funds, Analysis, Financial Markets, Private Equity, Accounting, Economics, Securities, Equities, Excel, Alternative Investments, Bloomberg, Wealth Management, Investment Strategies, Customer Relations, Research, Due Diligence, Banking, Word, Microsoft Word, Customer Service, Fixed Income, Asset Allocation
Education
Boston University
B.A, Sociology
Kennesaw State University - Michael J. Coles College of Business
MBA, Finance
Investment Management Firm April 2012 - Present
Temporary Position September 2011 - December 2011
Amalgamated Bank June 2008 - April 2010
SunAmerica September 2005 - June 2008
Delta Air Lines November 1996 - September 2005
Skills
Zephyr, Lipper, Morningstar, Factset, BIRR Performance..., Investran, Private i, Microsoft Office, Investments, Portfolio Management, Asset Management, Mutual Funds, Analysis, Financial Markets, Private Equity, Accounting, Economics, Securities, Equities, Excel, Alternative Investments, Bloomberg, Wealth Management, Investment Strategies, Customer Relations, Research, Due Diligence, Banking, Word, Microsoft Word, Customer Service, Fixed Income, Asset Allocation
Education
Boston University
B.A, Sociology
Kennesaw State University - Michael J. Coles College of Business
MBA, Finance
Kevin Hart's SunAmerica Experience 2000 - 2003
Job sales
Industry Financial Services
Experience
Lightstone Group June 2013 - Present
Incapital May 2012 - May 2013
Claddaugh Farms January 1999 - February 2013
Security Benefit February 2011 - October 2011
SunLife Financial Distributors August 2004 - April 2008
SunAmerica 2000 - 2003
Penn State University undergrad August 1973 - April 1977
Skills
Investments, Mutual Funds, Annuities, Asset Management, Sales Management, Customer Relations, Strategic Planning, Financial Planning, Budgeting, Team Building, Alternative Investments, Wealth Management, Account Management
Education
Penn State University 1973 — 1977
BSLA, Landscape Architecture
Lightstone Group June 2013 - Present
Incapital May 2012 - May 2013
Claddaugh Farms January 1999 - February 2013
Security Benefit February 2011 - October 2011
SunLife Financial Distributors August 2004 - April 2008
SunAmerica 2000 - 2003
Penn State University undergrad August 1973 - April 1977
Skills
Investments, Mutual Funds, Annuities, Asset Management, Sales Management, Customer Relations, Strategic Planning, Financial Planning, Budgeting, Team Building, Alternative Investments, Wealth Management, Account Management
Education
Penn State University 1973 — 1977
BSLA, Landscape Architecture
Jeff Anthony's SunAmerica Experience 1992 - 1994
Job Broker/Trader & Managed Account Specialist
Industry Investment Management
Experience
JAE, LLC February 2007 - Present
Park Avenue Asset Mgmt. July 2009 - November 2011
Castle Trading 2004 - 2005
Castle Trading 2003 - 2005
MF Global 1997 - 2001
Madison Financial 1998 - 1999
SunAmerica 1992 - 1994
SunAmerica 1991 - 1992
Blinder, Robinson 1988 - 1990
Merck 1987 - 1988
Skills
Alternative Investments, Investments, Portfolio Management, Commodity, Securities, Finance, Currency, Investment Management, Financial Markets, Managed Futures, Equities, Asset Management, Financial Risk, Series 7, Asset Allocation, Technical Analysis, Venture Capital, Asset Managment, Hedging, Equity Trading, FINRA, Options, Financial Services, Cash Management, Investment Strategies, Series 63, Hedge Funds, Private Equity, Risk Management, Derivatives, Proprietary Trading, FX Options, Capital Markets, Bloomberg, Funding, Trading Systems, Trading, FX trading, Fixed Income, Trading Strategies, Investment Banking, Electronic Trading
Education
Boston University 1982 — 1986
St. Peter's Preparatory 1976 — 1980
JAE, LLC February 2007 - Present
Park Avenue Asset Mgmt. July 2009 - November 2011
Castle Trading 2004 - 2005
Castle Trading 2003 - 2005
MF Global 1997 - 2001
Madison Financial 1998 - 1999
SunAmerica 1992 - 1994
SunAmerica 1991 - 1992
Blinder, Robinson 1988 - 1990
Merck 1987 - 1988
Skills
Alternative Investments, Investments, Portfolio Management, Commodity, Securities, Finance, Currency, Investment Management, Financial Markets, Managed Futures, Equities, Asset Management, Financial Risk, Series 7, Asset Allocation, Technical Analysis, Venture Capital, Asset Managment, Hedging, Equity Trading, FINRA, Options, Financial Services, Cash Management, Investment Strategies, Series 63, Hedge Funds, Private Equity, Risk Management, Derivatives, Proprietary Trading, FX Options, Capital Markets, Bloomberg, Funding, Trading Systems, Trading, FX trading, Fixed Income, Trading Strategies, Investment Banking, Electronic Trading
Education
Boston University 1982 — 1986
St. Peter's Preparatory 1976 — 1980
Tim A. Somers Tim A. Somers's SunAmerica Experience 1992 - 1994
Job Managing Director Fixed Income
Industry Financial Services
Experience
AMI Asset Management Corp. July 2008 - Present
Financial Management Advisors, LLC 1994 - May 2008
Wertheim Schroder 1994 - 1996
SunAmerica 1992 - 1994
Skills
Credit Analysis, High Yield Bonds, Restructuring, Financial Modeling, Convertible Bonds, Bond Markets, Municipal Bonds, Economics, Fixed Income, Covenant Compliance, Portfolio Management, Portfolio Assessment, Creditors' Rights, Structured Finance, Capital Markets, Leveraged Finance, Credit, Investments, Equities, Valuation, Bloomberg, Bonds, Hedge Funds, Trading, Securities, Asset Allocation, High Yield, Alternative Investments, Private Equity, Investment Banking, Asset Management
Education
University of California, Los Angeles 2004 — 2008
Post-Graduate Studies
University of Southern California - Marshall School of Business 1993 — 1996
MBA, Finance
Loyola Marymount University 1989 — 1991
BBA, Business
Wasson High School - Colorado Springs, CO
AMI Asset Management Corp. July 2008 - Present
Financial Management Advisors, LLC 1994 - May 2008
Wertheim Schroder 1994 - 1996
SunAmerica 1992 - 1994
Skills
Credit Analysis, High Yield Bonds, Restructuring, Financial Modeling, Convertible Bonds, Bond Markets, Municipal Bonds, Economics, Fixed Income, Covenant Compliance, Portfolio Management, Portfolio Assessment, Creditors' Rights, Structured Finance, Capital Markets, Leveraged Finance, Credit, Investments, Equities, Valuation, Bloomberg, Bonds, Hedge Funds, Trading, Securities, Asset Allocation, High Yield, Alternative Investments, Private Equity, Investment Banking, Asset Management
Education
University of California, Los Angeles 2004 — 2008
Post-Graduate Studies
University of Southern California - Marshall School of Business 1993 — 1996
MBA, Finance
Loyola Marymount University 1989 — 1991
BBA, Business
Wasson High School - Colorado Springs, CO
Ron Newman Ron Newman's SunAmerica Experience September 1998 - May 2000
Job Registered Representative
Industry Financial Services
Experience
Brooklight Place Securities, Inc. June 2011 - Present
Eqis Capital May 2009 - December 2010
Curian Capital 2007 - 2008
Guardian Life Insurance March 2006 - October 2006
MetLife Investors February 2003 - September 2005
Jackson National Life June 2000 - December 2002
SunAmerica September 1998 - May 2000
AIG 1998 - 2000
Skills
Training, Series 7, Management, Public Speaking, Mutual Funds, Fixed Annuities, Business Development, Sales, Variable Annuities, Separately Managed..., Investments, Retirement, 401k, Asset Allocation, Series 63, Financial Services, Retirement Planning, Wealth Management, Alternative Investments
Education
Indiana University Bloomington 1991 — 1996
Bachelor of Science (B.S.)
Lake Zurich High School 1987 — 1991
Northern Illinois University
Brooklight Place Securities, Inc. June 2011 - Present
Eqis Capital May 2009 - December 2010
Curian Capital 2007 - 2008
Guardian Life Insurance March 2006 - October 2006
MetLife Investors February 2003 - September 2005
Jackson National Life June 2000 - December 2002
SunAmerica September 1998 - May 2000
AIG 1998 - 2000
Skills
Training, Series 7, Management, Public Speaking, Mutual Funds, Fixed Annuities, Business Development, Sales, Variable Annuities, Separately Managed..., Investments, Retirement, 401k, Asset Allocation, Series 63, Financial Services, Retirement Planning, Wealth Management, Alternative Investments
Education
Indiana University Bloomington 1991 — 1996
Bachelor of Science (B.S.)
Lake Zurich High School 1987 — 1991
Northern Illinois University
Nirmal Maity's SunAmerica Experience 2002 - 2003
Job Account Director at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions November 2013 - Present
Cognizant Technology Solutions November 2011 - October 2013
Cognizant Technology Solutions 2008 - 2011
Cognizant Technology Solutions 2006 - 2008
TCS 2000 - 2005
SunAmerica 2002 - 2003
Skills
Scrum, Architecture, SDLC, Agile Methodologies, Business Analysis, SOA, WCF, Cloud Computing, Technical Leadership, ASP.NET, .NET, Enterprise Software, Pre-sales, Web Applications, Program Management, Global Delivery, Program Delivery..., Solution Architecture, Software Project..., Requirements Analysis, Design Patterns, Testing
Education
Jadavpur University
B.E, Electronics & Telecommunication
St Xavier's School , Haldia
Cognizant Technology Solutions November 2013 - Present
Cognizant Technology Solutions November 2011 - October 2013
Cognizant Technology Solutions 2008 - 2011
Cognizant Technology Solutions 2006 - 2008
TCS 2000 - 2005
SunAmerica 2002 - 2003
Skills
Scrum, Architecture, SDLC, Agile Methodologies, Business Analysis, SOA, WCF, Cloud Computing, Technical Leadership, ASP.NET, .NET, Enterprise Software, Pre-sales, Web Applications, Program Management, Global Delivery, Program Delivery..., Solution Architecture, Software Project..., Requirements Analysis, Design Patterns, Testing
Education
Jadavpur University
B.E, Electronics & Telecommunication
St Xavier's School , Haldia
Cynthia G. Rios Cynthia G. Rios's SunAmerica Experience 2004 - 2006
Job Senior Vice President Human Resources at LPL Financial
Industry Human Resources
Experience
LPL Financial July 2013 - Present
The Ohio State University November 2011 - March 2013
VALIC March 2006 - October 2011
SunAmerica 2004 - 2006
Amgen February 2000 - March 2004
Smithkline Beecham / Express Scripts 1995 - 2000
County Seat Stores 1994 - 1995
Hyatt Hotels 1989 - 1994
Skills
Deferred Compensation, Talent Management, Talent Acquisition, Succession Planning, Workforce Planning, Employee Relations, Onboarding, Applicant Tracking..., Employee Benefits, Leadership Development, Performance Management, Employee Engagement, Recruiting, HRIS, Executive Coaching, Hiring, Benefits Administration, Management, Human Resources, Strategic Planning, College Recruiting, Training, Leadership, Organizational Design, Strategic HR, Performance Appraisal, HR Policies, PeopleSoft, Labor Relations, Coaching, Personnel Management, Organizational..., Change Management, New Hire Orientations, Policy, Mergers & Acquisitions, Organizational..., HR Consulting, Employment Law, Interviews
Education
Miami University 1987 — 1989
Masters of Science, Communication
South Dakota State University 1983 — 1987
Bachelors of Arts, Journalism
LPL Financial July 2013 - Present
The Ohio State University November 2011 - March 2013
VALIC March 2006 - October 2011
SunAmerica 2004 - 2006
Amgen February 2000 - March 2004
Smithkline Beecham / Express Scripts 1995 - 2000
County Seat Stores 1994 - 1995
Hyatt Hotels 1989 - 1994
Skills
Deferred Compensation, Talent Management, Talent Acquisition, Succession Planning, Workforce Planning, Employee Relations, Onboarding, Applicant Tracking..., Employee Benefits, Leadership Development, Performance Management, Employee Engagement, Recruiting, HRIS, Executive Coaching, Hiring, Benefits Administration, Management, Human Resources, Strategic Planning, College Recruiting, Training, Leadership, Organizational Design, Strategic HR, Performance Appraisal, HR Policies, PeopleSoft, Labor Relations, Coaching, Personnel Management, Organizational..., Change Management, New Hire Orientations, Policy, Mergers & Acquisitions, Organizational..., HR Consulting, Employment Law, Interviews
Education
Miami University 1987 — 1989
Masters of Science, Communication
South Dakota State University 1983 — 1987
Bachelors of Arts, Journalism
Daniel Surber, CLU, ChFC Daniel Surber, CLU, ChFC's SunAmerica Experience January 2013 - Present
Job Vice President of Operations for AIG Life & Retirement
Industry Insurance
Experience
SunAmerica January 2013 - Present
SunAmerica June 2007 - January 2013
Forrest T. Jones/Fidelity Security Life August 2002 - May 2007
Lincoln National Life March 2001 - August 2002
Lincoln Financial Group May 1997 - March 2001
Indiana Farm Bureau Insurance January 1996 - May 1997
Skills
Insurance, Strategic Planning, Business Analysis, Project Management, Process Improvement, Microsoft Office, Team Building, Risk Management, Microsoft Excel, Change Management, Team Leadership, Customer Service, Quality Assurance, Executive Management, Project Planning, Negotiation, Data Analysis, Operations Management, Call Centers, Microsoft Word, SDLC, Training, Contract Negotiation, Management, Banking, Analysis, Software Documentation, Leadership, Fixed Annuities, Vendor Management, Financial Services, Budgets
Education
The American College 2000 — 2012
CLU & ChFC, Financial Planning and Services
Purdue University 1991 — 1995
BA, Psychology & Sociology
Indiana University—Purdue University Fort Wayne 1991 — 1992
Psychology, Psych/Soc
SunAmerica January 2013 - Present
SunAmerica June 2007 - January 2013
Forrest T. Jones/Fidelity Security Life August 2002 - May 2007
Lincoln National Life March 2001 - August 2002
Lincoln Financial Group May 1997 - March 2001
Indiana Farm Bureau Insurance January 1996 - May 1997
Skills
Insurance, Strategic Planning, Business Analysis, Project Management, Process Improvement, Microsoft Office, Team Building, Risk Management, Microsoft Excel, Change Management, Team Leadership, Customer Service, Quality Assurance, Executive Management, Project Planning, Negotiation, Data Analysis, Operations Management, Call Centers, Microsoft Word, SDLC, Training, Contract Negotiation, Management, Banking, Analysis, Software Documentation, Leadership, Fixed Annuities, Vendor Management, Financial Services, Budgets
Education
The American College 2000 — 2012
CLU & ChFC, Financial Planning and Services
Purdue University 1991 — 1995
BA, Psychology & Sociology
Indiana University—Purdue University Fort Wayne 1991 — 1992
Psychology, Psych/Soc
Kara Stefan's SunAmerica Experience October 1994 - June 1997
Job Freelance Financial Writer ~ Author
Industry Financial Services
Experience
Kara Stefan Communications 1997 - Present
Genworth Financial May 2004 - April 2006
Anthem Blue Cross and Blue Shield July 2002 - June 2004
SunAmerica October 1994 - June 1997
Great Western Bank November 1992 - October 1994
Berryman & Henigar November 1990 - November 1992
Skills
Marketing Communications, Financial Services, Integrated Marketing, Financial Writing, Fixed Annuities, Investments, Direct Marketing, Insurance, Mutual Funds, Retirement, Retirement Planning, Marketing, Direct Mail
Education
College of Charleston
BA
Kara Stefan Communications 1997 - Present
Genworth Financial May 2004 - April 2006
Anthem Blue Cross and Blue Shield July 2002 - June 2004
SunAmerica October 1994 - June 1997
Great Western Bank November 1992 - October 1994
Berryman & Henigar November 1990 - November 1992
Skills
Marketing Communications, Financial Services, Integrated Marketing, Financial Writing, Fixed Annuities, Investments, Direct Marketing, Insurance, Mutual Funds, Retirement, Retirement Planning, Marketing, Direct Mail
Education
College of Charleston
BA
Glenn Shane, CFP Glenn Shane, CFP's SunAmerica Experience 1988 - 2008
Job Managing DirectorWealth Management PlannerFinLife Consultant
Industry Financial Services
Experience
Girard Securities January 2008 - Present
United Capital Financial Advisors, Inc 2008 - Present
SunAmerica 1988 - 2008
Prudential Securities 1984 - 1988
Dun & Bradstreet 1982 - 1984
Skills
Big Picture Thinking, Analytical Skills, Building Strong..., Crisis Resolution, Financial Advisory, Wealth Management, Retirement Planning, IRAs, Investments, Strategic Financial..., Insurance, Investment Strategies, Estate Planning, Investment Advisory, Alternative Investments
Education
College for Financial Planning 1984 — 1986
Certified Financial Planner
University of South Florida 1976 — 1980
Miami Beach High School
Girard Securities January 2008 - Present
United Capital Financial Advisors, Inc 2008 - Present
SunAmerica 1988 - 2008
Prudential Securities 1984 - 1988
Dun & Bradstreet 1982 - 1984
Skills
Big Picture Thinking, Analytical Skills, Building Strong..., Crisis Resolution, Financial Advisory, Wealth Management, Retirement Planning, IRAs, Investments, Strategic Financial..., Insurance, Investment Strategies, Estate Planning, Investment Advisory, Alternative Investments
Education
College for Financial Planning 1984 — 1986
Certified Financial Planner
University of South Florida 1976 — 1980
Miami Beach High School
Raymer Malone, CFP® Raymer Malone, CFP®'s SunAmerica Experience December 2004 - October 2008
Job Helping Financial Advisors Make Smart Decisions About Insurance and Annuities
Industry Financial Services
Experience
AMP Strategies, LLC July 2010 - Present
Precision Planning, LLC July 2010 - Present
ING October 2008 - June 2010
SunAmerica December 2004 - October 2008
SunAmerica April 1999 - December 2004
Skills
Term Life Insurance, Universal Life, Whole Life, Long Term Care, Disability Insurance, Fixed Annuities, Business Building, Case Design, Product Placement, Certified Financial..., Insurance, Insurance Planning, Retirement Planning, Estate Planning, Business, Long-term Care, Financial Planners, Mutual Funds, Retirement, Series 63, Series 7, 401k, IRAs, Asset Allocation, Series 6, Investment Advisory, Life Insurance, Long Term Care Insurance, FINRA, Wealth Accumulation, Investment Strategies, Variable Annuities, Series 24, Financial Goals, Securities, Wealth, ETFs, Wealth Management..., Alternative Investments, Strategic Financial..., Wealth Management, Personal Financial..., Financial Services, High Net Worth..., Personal Finance, Critical Illness, Series 65, Investment Management, Investments, Pensions
Education
The American College 2008 — 2011
CFP®, Financial Planning
College for Financial Planning 2010 — 2010
AAMS, Financial Planning
State University of New York College at Geneseo 1994 — 1998
BA, Economics
AMP Strategies, LLC July 2010 - Present
Precision Planning, LLC July 2010 - Present
ING October 2008 - June 2010
SunAmerica December 2004 - October 2008
SunAmerica April 1999 - December 2004
Skills
Term Life Insurance, Universal Life, Whole Life, Long Term Care, Disability Insurance, Fixed Annuities, Business Building, Case Design, Product Placement, Certified Financial..., Insurance, Insurance Planning, Retirement Planning, Estate Planning, Business, Long-term Care, Financial Planners, Mutual Funds, Retirement, Series 63, Series 7, 401k, IRAs, Asset Allocation, Series 6, Investment Advisory, Life Insurance, Long Term Care Insurance, FINRA, Wealth Accumulation, Investment Strategies, Variable Annuities, Series 24, Financial Goals, Securities, Wealth, ETFs, Wealth Management..., Alternative Investments, Strategic Financial..., Wealth Management, Personal Financial..., Financial Services, High Net Worth..., Personal Finance, Critical Illness, Series 65, Investment Management, Investments, Pensions
Education
The American College 2008 — 2011
CFP®, Financial Planning
College for Financial Planning 2010 — 2010
AAMS, Financial Planning
State University of New York College at Geneseo 1994 — 1998
BA, Economics
Pamela Bradshaw-Stone Pamela Bradshaw-Stone's SunAmerica Experience August 1995 - January 1997
Job Experienced Business Professional and High Level Volunteer
Industry Nonprofit Organization Management
Experience
American Diabetes Association January 2008 - December 2009
Charles Schwab & Co., Inc. February 2007 - January 2008
Charles Schwab September 2005 - February 2007
Schwab Institutional December 2002 - September 2005
Charles Schwab December 1999 - December 2002
Schwab Institutional August 1997 - December 1999
SunAmerica August 1995 - January 1997
Linsco/Private Ledger October 1994 - August 1995
Coons, Maddox & Koeller, Attorneys at Law February 1992 - October 1994
Indiana Securities Division July 1989 - February 1992
Education
Hanover College 1979 — 1983
American Diabetes Association January 2008 - December 2009
Charles Schwab & Co., Inc. February 2007 - January 2008
Charles Schwab September 2005 - February 2007
Schwab Institutional December 2002 - September 2005
Charles Schwab December 1999 - December 2002
Schwab Institutional August 1997 - December 1999
SunAmerica August 1995 - January 1997
Linsco/Private Ledger October 1994 - August 1995
Coons, Maddox & Koeller, Attorneys at Law February 1992 - October 1994
Indiana Securities Division July 1989 - February 1992
Education
Hanover College 1979 — 1983
Charles Brittenham Charles Brittenham's SunAmerica Experience 1996 - 2002
Job Financial Services Professional
Industry Financial Services
Experience
Citi Personal Wealth Management October 2010 - December 2011
Edelman Financial Services January 2008 - January 2009
Fairfield Capital Advisory Group, LLC 2002 - 2008
SunAmerica 1996 - 2002
Eden Financial 1995 - 1996
McGuinness Companies 1992 - 1995
Motivational Marketing Concepts 1990 - 1992
Public Storage 1981 - 1990
Skills
Series 7, Mutual Funds, Annuities, Alternative Investments, Real Estate Investment, Retirement Planning, Retirement, Financial Planning, Estate Planning, Investments, Asset Management, Series 63
Education
Illinois State University
BS, Business Administration
Citi Personal Wealth Management October 2010 - December 2011
Edelman Financial Services January 2008 - January 2009
Fairfield Capital Advisory Group, LLC 2002 - 2008
SunAmerica 1996 - 2002
Eden Financial 1995 - 1996
McGuinness Companies 1992 - 1995
Motivational Marketing Concepts 1990 - 1992
Public Storage 1981 - 1990
Skills
Series 7, Mutual Funds, Annuities, Alternative Investments, Real Estate Investment, Retirement Planning, Retirement, Financial Planning, Estate Planning, Investments, Asset Management, Series 63
Education
Illinois State University
BS, Business Administration
Coach Doris Shannon RCC, MBA Coach Doris Shannon RCC, MBA's SunAmerica Experience 1988 - 1991
Job CEO/Coach
Industry Professional Training & Coaching
Experience
Coaching For Success 2008 - Present
University of Phoenix business school 2007 - 2008
Weather Channel & The Travel Channel January 1991 - January 1997
SunAmerica 1988 - 1991
SunAmerica Financial Corporation January 1987 - January 1988
Cotton States Insurance Company January 1986 - January 1987
Cotton States Insurance January 1981 - January 1986
Skills
Leadership Development, Coaching, Organizational Change, Organizational..., Talent Management, MBTI/MMTIC certified, Change Management, Executive Coaching, Career Counseling, Human Resources, Management, Strategic Planning, Start-ups, Culture Change, Training, Leadership, Employee Benefits, Organizational..., Staff Development, Career Development, Personal Development, Conflict Resolution, Workshop Facilitation
Education
Georgia State University - J. Mack Robinson College of Business 1985 — 1987
EMBA - Georgia State University, International Business
Central Connecticut State College 1974 — 1978
BA, Business Administration
Coaching For Success 2008 - Present
University of Phoenix business school 2007 - 2008
Weather Channel & The Travel Channel January 1991 - January 1997
SunAmerica 1988 - 1991
SunAmerica Financial Corporation January 1987 - January 1988
Cotton States Insurance Company January 1986 - January 1987
Cotton States Insurance January 1981 - January 1986
Skills
Leadership Development, Coaching, Organizational Change, Organizational..., Talent Management, MBTI/MMTIC certified, Change Management, Executive Coaching, Career Counseling, Human Resources, Management, Strategic Planning, Start-ups, Culture Change, Training, Leadership, Employee Benefits, Organizational..., Staff Development, Career Development, Personal Development, Conflict Resolution, Workshop Facilitation
Education
Georgia State University - J. Mack Robinson College of Business 1985 — 1987
EMBA - Georgia State University, International Business
Central Connecticut State College 1974 — 1978
BA, Business Administration
Heather Gardner's SunAmerica Experience September 1999 - May 2002
Job Client Service Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2015 - Present
ADP TotalSource September 2002 - June 2015
SunAmerica September 1999 - May 2002
Skills
401k, ERISA, Retirement, Employee Relations, Defined Contribution, ADP Payroll, Relationship Management, Management, Training, PEO, Human Resources, Payroll, HRO, CRM, Business Planning, Retirement Planning, HRIS, Employee Benefits, Benefits Administration, Leadership
Education
Kaplan University 2014 — 2016
Bachelor's Degree, Business Adminstration, Current 3.97 GPA
Bank of America Merrill Lynch June 2015 - Present
ADP TotalSource September 2002 - June 2015
SunAmerica September 1999 - May 2002
Skills
401k, ERISA, Retirement, Employee Relations, Defined Contribution, ADP Payroll, Relationship Management, Management, Training, PEO, Human Resources, Payroll, HRO, CRM, Business Planning, Retirement Planning, HRIS, Employee Benefits, Benefits Administration, Leadership
Education
Kaplan University 2014 — 2016
Bachelor's Degree, Business Adminstration, Current 3.97 GPA
Ashlie Snelling's SunAmerica Experience February 1999 - June 2012
Job Owner / Sr. Sales Coordiantor at Executive Specialty Planners, LLC
Industry Financial Services
Experience
Executive Specialty Planners, LLC June 2012 - Present
SunAmerica February 1999 - June 2012
SunAmerica Retirement Markets, Inc. 1999 - June 2012
First Union National Bank April 1996 - January 1999
Carolinas Healthcare System March 1994 - March 1996
Skills
Recruiting, New Business Development, Public Speaking, Team Building, Team Leadership, Administrative..., Microsoft Excel, Event Planning, Hospitality, Leadership, Microsoft Office, Problem Solving, Customer Service, Sales, Marketing, Strategic Planning, Training, Outlook
Education
Ashworth University 2007 — 2009
Business Administration and Management, General
Executive Specialty Planners, LLC June 2012 - Present
SunAmerica February 1999 - June 2012
SunAmerica Retirement Markets, Inc. 1999 - June 2012
First Union National Bank April 1996 - January 1999
Carolinas Healthcare System March 1994 - March 1996
Skills
Recruiting, New Business Development, Public Speaking, Team Building, Team Leadership, Administrative..., Microsoft Excel, Event Planning, Hospitality, Leadership, Microsoft Office, Problem Solving, Customer Service, Sales, Marketing, Strategic Planning, Training, Outlook
Education
Ashworth University 2007 — 2009
Business Administration and Management, General
Michelle Edmonds's SunAmerica Experience February 1987 - November 1989
Job PUBLIC HEALTH: Educator| Nutritional Consultant| Author at THE SERENITY CHALLENGE, LIFE COACH
Industry Health, Wellness and Fitness
Experience
Youngevity / Essential Health Sciences / 90 for Life October 2013 - Present
THE SERENITY CHALLENGE, Virtual Wellness Program October 2013 - Present
eLATION Magazine June 2013 - Present
The A.H.E.A.D. Foundation, Inc. September 2004 - Present
Wholistc Healthcare Centers, Inc. September 1992 - Present
Brooks International April 1989 - September 1991
SunAmerica February 1987 - November 1989
NYC Department of Correction and NYC Department of Juvenile Justice June 1983 - July 1987
Skills
Corporate Social..., Wellness Initiatives, Leadership Development, Team Building, Consulting, Social Enterprise, Psychotherapy, Wellness, Coaching, Entrepreneurship, Training, Teaching, Start-ups, Community Outreach, Small Business, Research, Nutrition, Team Leadership, Public Speaking, Wellness Coaching, Treatment, Organizational..., Program Management, Nonprofits, Marketing, Leadership, Healthcare, Strategic Planning, Motivational Speaking, Mental Health, Management, Fundraising, Policy, Social Media, Proposal Writing, Business Development, Grants, Social Networking, Program Development, Personal Development, Event Planning, Holistic Health, Time Management, Social Entrepreneurship
Education
Columbia University Teachers College 1991 — 1993
Ed.D Program, Organizational Development
Columbia University Teachers College 1979 — 1980
M.Ed, Organizational Development
Columbia University Teachers College 1978 — 1979
M.A., Counseling Psychology and Vocational Rehabilitation
Long Island University, C.W. Post Campus 1974 — 1977
B.A, Psychology Minor: Philosophy and Religion
Youngevity / Essential Health Sciences / 90 for Life October 2013 - Present
THE SERENITY CHALLENGE, Virtual Wellness Program October 2013 - Present
eLATION Magazine June 2013 - Present
The A.H.E.A.D. Foundation, Inc. September 2004 - Present
Wholistc Healthcare Centers, Inc. September 1992 - Present
Brooks International April 1989 - September 1991
SunAmerica February 1987 - November 1989
NYC Department of Correction and NYC Department of Juvenile Justice June 1983 - July 1987
Skills
Corporate Social..., Wellness Initiatives, Leadership Development, Team Building, Consulting, Social Enterprise, Psychotherapy, Wellness, Coaching, Entrepreneurship, Training, Teaching, Start-ups, Community Outreach, Small Business, Research, Nutrition, Team Leadership, Public Speaking, Wellness Coaching, Treatment, Organizational..., Program Management, Nonprofits, Marketing, Leadership, Healthcare, Strategic Planning, Motivational Speaking, Mental Health, Management, Fundraising, Policy, Social Media, Proposal Writing, Business Development, Grants, Social Networking, Program Development, Personal Development, Event Planning, Holistic Health, Time Management, Social Entrepreneurship
Education
Columbia University Teachers College 1991 — 1993
Ed.D Program, Organizational Development
Columbia University Teachers College 1979 — 1980
M.Ed, Organizational Development
Columbia University Teachers College 1978 — 1979
M.A., Counseling Psychology and Vocational Rehabilitation
Long Island University, C.W. Post Campus 1974 — 1977
B.A, Psychology Minor: Philosophy and Religion
Ed Sanada, FLMI, AAPA Ed Sanada, FLMI, AAPA's SunAmerica Experience 1997 - 2000
Job Senior Technical Analyst at Keenan and Associates
Industry Insurance
Experience
Keenan Financial Services January 2002 - Present
AnnuityScout.com June 2000 - June 2001
SunAmerica 1997 - 2000
Hughes Market June 1987 - June 1997
Skills
Insurance, Excel, Microsoft Office, Word, Retirement Planning, Microsoft Word, Microsoft Excel, Public Speaking, Project Management, Business Analysis, Sales, Outlook, PowerPoint, Management, Risk Management, Customer Service, Employee Benefits, Health Insurance, Process Improvement, Access, Software Documentation, Property & Casualty..., Underwriting, Strategic Planning
Education
California State University-Long Beach 1988 — 1993
BA, Economics
Keenan Financial Services January 2002 - Present
AnnuityScout.com June 2000 - June 2001
SunAmerica 1997 - 2000
Hughes Market June 1987 - June 1997
Skills
Insurance, Excel, Microsoft Office, Word, Retirement Planning, Microsoft Word, Microsoft Excel, Public Speaking, Project Management, Business Analysis, Sales, Outlook, PowerPoint, Management, Risk Management, Customer Service, Employee Benefits, Health Insurance, Process Improvement, Access, Software Documentation, Property & Casualty..., Underwriting, Strategic Planning
Education
California State University-Long Beach 1988 — 1993
BA, Economics
Emily McDivitt's SunAmerica Experience March 2007 - August 2009
Job QA Engineer at McKesson Health IT
Industry Hospital & Health Care
Experience
McKesson Connected Care & Analytics March 2014 - Present
IHM Services November 2012 - December 2013
Nokia August 2009 - November 2012
SunAmerica March 2007 - August 2009
PSI May 2006 - March 2007
Bulletproof Technologies April 2005 - May 2006
Nokia October 2000 - February 2005
Genuity formerly GTE August 1999 - September 2000
GTE Internetworking October 1997 - August 1999
Ziff-Davis Education June 1997 - September 1997
Skills
Quality Center, Testing, Manual Testing, QTP, Black Box Testing, Mobile Testing, Software Quality..., Test Planning, Test Cases, Agile Methodologies, Quality Assurance, Scrum, System Testing, Selenium IDE, JIRA, Firebug, User Agent Switcher, omnibug, Selenium, Web Applications, Mobile Applications, Databases, Performance Testing, Regression Testing, User Acceptance Testing, Usability Testing, Waterfall, Test Automation, HP Quality Center, HP QTP
Education
Ithaca College 1993 — 1997
BS, Exercise Science
McKesson Connected Care & Analytics March 2014 - Present
IHM Services November 2012 - December 2013
Nokia August 2009 - November 2012
SunAmerica March 2007 - August 2009
PSI May 2006 - March 2007
Bulletproof Technologies April 2005 - May 2006
Nokia October 2000 - February 2005
Genuity formerly GTE August 1999 - September 2000
GTE Internetworking October 1997 - August 1999
Ziff-Davis Education June 1997 - September 1997
Skills
Quality Center, Testing, Manual Testing, QTP, Black Box Testing, Mobile Testing, Software Quality..., Test Planning, Test Cases, Agile Methodologies, Quality Assurance, Scrum, System Testing, Selenium IDE, JIRA, Firebug, User Agent Switcher, omnibug, Selenium, Web Applications, Mobile Applications, Databases, Performance Testing, Regression Testing, User Acceptance Testing, Usability Testing, Waterfall, Test Automation, HP Quality Center, HP QTP
Education
Ithaca College 1993 — 1997
BS, Exercise Science
Shawn Gage Shawn Gage's SunAmerica Experience January 1997 - January 1998
Job Managing Director/Founder at Alternative Core Solutions
Industry Investment Management
Experience
Alternative Core Solutions September 2010 - Present
Octavus Group, LLC. April 2005 - September 2010
RBC March 2000 - April 2005
ING March 1999 - April 2000
Alliance Capital Asset Management Limited January 1998 - March 1999
SunAmerica January 1997 - January 1998
Merrill Lynch January 1996 - January 1997
Edward Jones September 1992 - January 1996
Skills
Mutual Funds, Wealth Management, Alternative Investments, Investments, Asset Management, Asset Managment, Series 7, Investment Strategies, Asset Allocation, Investment Advisory, Investment Management, Retirement Planning, Hedge Funds, Wealth Management..., Financial Services, Equities, Private Equity
Education
Arizona State University 1988 — 1993
B.S., Pre-Law, Political Science
Arizona State University
Alternative Core Solutions September 2010 - Present
Octavus Group, LLC. April 2005 - September 2010
RBC March 2000 - April 2005
ING March 1999 - April 2000
Alliance Capital Asset Management Limited January 1998 - March 1999
SunAmerica January 1997 - January 1998
Merrill Lynch January 1996 - January 1997
Edward Jones September 1992 - January 1996
Skills
Mutual Funds, Wealth Management, Alternative Investments, Investments, Asset Management, Asset Managment, Series 7, Investment Strategies, Asset Allocation, Investment Advisory, Investment Management, Retirement Planning, Hedge Funds, Wealth Management..., Financial Services, Equities, Private Equity
Education
Arizona State University 1988 — 1993
B.S., Pre-Law, Political Science
Arizona State University
Jack Hall Jack Hall's SunAmerica Experience 1997 - 1999
Job Vice President at AIG Investments
Industry Investment Banking
Experience
AIG Investments 1997 - Present
AIG SunAmerica 1999 - 2005
SunAmerica 1997 - 1999
Skills
Asset Managment, Investments, Valuation, Underwriting, Financial Modeling, Real Estate Economics, Portfolio Management, Risk Management, Disposition, Financial Analysis, Real Estate Financing
Education
California State University-East Bay 1988 — 1991
BS, Finance, Real Estate
Santa Monica College 1986 — 1989
AA, Business
Healdsburg High
AIG Investments 1997 - Present
AIG SunAmerica 1999 - 2005
SunAmerica 1997 - 1999
Skills
Asset Managment, Investments, Valuation, Underwriting, Financial Modeling, Real Estate Economics, Portfolio Management, Risk Management, Disposition, Financial Analysis, Real Estate Financing
Education
California State University-East Bay 1988 — 1991
BS, Finance, Real Estate
Santa Monica College 1986 — 1989
AA, Business
Healdsburg High
Mario Soberal Mario Soberal's SunAmerica Experience 1990 - 1997
Job Executive Director, Shift3 Enterprise Services at Bitwise Industries
Industry Information Technology and Services
Experience
Bitwise Industries April 2015 - Present
Dell 2010 - 2015
Coventry Health Care 2007 - 2010
AAA NCNU 2005 - 2007
WMC Mortgage Corp. 2003 - 2005
MBIA MuniServices Company 1999 - 2004
WellPoint Health Networks 1997 - 1999
SunAmerica 1990 - 1997
MCBA Computer Systems 1988 - 1990
Professional Healthcare Systems 1986 - 1988
Skills
Information Security, IT Strategy, Agile Methodologies, Business Process..., Team Building, SDLC, Microsoft SQL Server, Human Resources, SOA, Process Management, Solution Architecture, Business Intelligence, Integration, CRM, Enterprise Architecture, Enterprise Software, Quality Assurance, Leadership, Strategy, Management, Data Center, IT Operations, Software Development, Software Project..., PMP, Business Process..., Cloud Computing, Healthcare Information..., Team Leadership, IT Service Management, Training, Requirements Gathering, Business Strategy, Project Planning, Cross-functional Team..., Project Portfolio..., Business Process, Professional Services, SaaS, Networking, Security, Visio, PMO, Outsourcing, SharePoint, Consulting, Information Technology, Resource Management, Requirements Analysis, Service Delivery
Education
Pepperdine University 1984 — 1987
BSM, Management
Pierce College 1982 — 1984
General Education/History
Computer Learning Center LA 1980 — 1980
Programming, Programming & Systems Analysis
Los Angeles High School
Bitwise Industries April 2015 - Present
Dell 2010 - 2015
Coventry Health Care 2007 - 2010
AAA NCNU 2005 - 2007
WMC Mortgage Corp. 2003 - 2005
MBIA MuniServices Company 1999 - 2004
WellPoint Health Networks 1997 - 1999
SunAmerica 1990 - 1997
MCBA Computer Systems 1988 - 1990
Professional Healthcare Systems 1986 - 1988
Skills
Information Security, IT Strategy, Agile Methodologies, Business Process..., Team Building, SDLC, Microsoft SQL Server, Human Resources, SOA, Process Management, Solution Architecture, Business Intelligence, Integration, CRM, Enterprise Architecture, Enterprise Software, Quality Assurance, Leadership, Strategy, Management, Data Center, IT Operations, Software Development, Software Project..., PMP, Business Process..., Cloud Computing, Healthcare Information..., Team Leadership, IT Service Management, Training, Requirements Gathering, Business Strategy, Project Planning, Cross-functional Team..., Project Portfolio..., Business Process, Professional Services, SaaS, Networking, Security, Visio, PMO, Outsourcing, SharePoint, Consulting, Information Technology, Resource Management, Requirements Analysis, Service Delivery
Education
Pepperdine University 1984 — 1987
BSM, Management
Pierce College 1982 — 1984
General Education/History
Computer Learning Center LA 1980 — 1980
Programming, Programming & Systems Analysis
Los Angeles High School
Sandy Stabler Sandy Stabler's SunAmerica Experience January 1995 - December 1995
Job REALTOR at Pacific Arizona Realty, Inc.
Industry Real Estate
Experience
Pacific Arizona Realty, Inc. July 2015 - Present
Vemma Nutrition Company May 2008 - Present
DPR Realty May 2009 - July 2015
National Association of Realtors 2005 - 2010
Scottsdale Exclusive Properties January 2005 - May 2009
SunAmerica January 1995 - December 1995
American Funds May 1990 - July 1993
Skills
Short Sales, REO, Relocation, Sellers, Real Estate, First Time Home Buyers, Single Family Homes, Foreclosures, New Home Sales, Buyer Representation, Investment Properties, Investors, Referrals, Real Estate Transactions, Listings, Buyers, Residential Homes, Marketing, Vacation Homes, Contract Negotiation, Luxury, Negotiation, Property, Selling
Education
Arizona School of Real Estate and Business 2004 — 2004
Certificate of Completion, Real Estate
Arizona State University 1985 — 1989
B.S., Finance
Pacific Arizona Realty, Inc. July 2015 - Present
Vemma Nutrition Company May 2008 - Present
DPR Realty May 2009 - July 2015
National Association of Realtors 2005 - 2010
Scottsdale Exclusive Properties January 2005 - May 2009
SunAmerica January 1995 - December 1995
American Funds May 1990 - July 1993
Skills
Short Sales, REO, Relocation, Sellers, Real Estate, First Time Home Buyers, Single Family Homes, Foreclosures, New Home Sales, Buyer Representation, Investment Properties, Investors, Referrals, Real Estate Transactions, Listings, Buyers, Residential Homes, Marketing, Vacation Homes, Contract Negotiation, Luxury, Negotiation, Property, Selling
Education
Arizona School of Real Estate and Business 2004 — 2004
Certificate of Completion, Real Estate
Arizona State University 1985 — 1989
B.S., Finance
Bethann Beiermeister's SunAmerica Experience January 2008 - July 2011
Job National Accounts Manager for Independent Broker Dealers at SunAmerica
Industry Financial Services
Experience
AIG Financial Distributors- SunAmerica Mutual Funds June 2011 - Present
SunAmerica January 2008 - July 2011
SunAmerica October 2006 - January 2008
Skills
Series 63, Series 6, Mutual Funds, Retirement Planning, Retirement, Asset Allocation, Life Insurance, Securities, Alternative Investments, Management, Wealth Management, Project Management
Education
Rider University 2002 — 2006
BA in Journalism, Public Relations, Law
AIG Financial Distributors- SunAmerica Mutual Funds June 2011 - Present
SunAmerica January 2008 - July 2011
SunAmerica October 2006 - January 2008
Skills
Series 63, Series 6, Mutual Funds, Retirement Planning, Retirement, Asset Allocation, Life Insurance, Securities, Alternative Investments, Management, Wealth Management, Project Management
Education
Rider University 2002 — 2006
BA in Journalism, Public Relations, Law
Dennis Loxterman's SunAmerica Experience 1995 - 2000
Job •Ability to bring products and services to meet everchanging investment requirements
Industry Financial Services
Experience
Sales Consultant, WealthVest Marketing April 2010 - Present
WealthVest Marketing March 2010 - Present
Phoenix Life Insurance Company July 2000 - April 2009
Phoenix Wealth Management 2000 - 2009
SunAmerica 1995 - 2000
SunAmerica 1997 - July 1999
Keller Financial Services 1994 - 1996
Ally Capital Corp. 1992 - 1994
Skills
Marketing, Insurance, Leadership, Sales, Management, Training, Fixed Annuities, Sales Operations, Retirement, Sales Management, Coaching, Series 7, Life Insurance, Wealth, Financial Advisory, Variable Annuities, Retirement Planning, Series 63, Salesforce.com, Strategic Alliances, Portfolio Management, Microsoft Office, Mutual Funds, Financial Services
Education
University of Kansas 1975 — 1978
Master of Science, Education Administration
Ottawa University 1966 — 1970
Bachelor of Science, Education
Sales Consultant, WealthVest Marketing April 2010 - Present
WealthVest Marketing March 2010 - Present
Phoenix Life Insurance Company July 2000 - April 2009
Phoenix Wealth Management 2000 - 2009
SunAmerica 1995 - 2000
SunAmerica 1997 - July 1999
Keller Financial Services 1994 - 1996
Ally Capital Corp. 1992 - 1994
Skills
Marketing, Insurance, Leadership, Sales, Management, Training, Fixed Annuities, Sales Operations, Retirement, Sales Management, Coaching, Series 7, Life Insurance, Wealth, Financial Advisory, Variable Annuities, Retirement Planning, Series 63, Salesforce.com, Strategic Alliances, Portfolio Management, Microsoft Office, Mutual Funds, Financial Services
Education
University of Kansas 1975 — 1978
Master of Science, Education Administration
Ottawa University 1966 — 1970
Bachelor of Science, Education
Jane McPeters's SunAmerica Experience April 1995 - September 1997
Job Business Analyst at Charles Schwab
Industry Financial Services
Experience
Charles Schwab October 1997 - Present
SunAmerica April 1995 - September 1997
Skills
Business Analysis, Series 7
Education
Purdue University 1982 — 1986
BS, Financial Planning & Counseling
Charles Schwab October 1997 - Present
SunAmerica April 1995 - September 1997
Skills
Business Analysis, Series 7
Education
Purdue University 1982 — 1986
BS, Financial Planning & Counseling
Liz Harr Liz Harr's SunAmerica Experience November 1981 - August 1983
Job B2Bi Business Analyst at American Greetings
Industry Consumer Goods
Experience
American Greetings March 1989 - Present
SunAmerica November 1981 - August 1983
Shared Health Information Systems1980 August 1980 - October 1981
Skills
Visio, SharePoint, COBOL, SQL, Business Analysis, EDI, IT Strategy, Disaster Recovery, SDLC, Business Process, ERP, Testing, Business Intelligence, Data Warehousing, FTP
Education
Cuyahoga Community College 1978 — 1983
AAS degree in Business with Concentration in Computer Programming, Computer Science
American Greetings March 1989 - Present
SunAmerica November 1981 - August 1983
Shared Health Information Systems1980 August 1980 - October 1981
Skills
Visio, SharePoint, COBOL, SQL, Business Analysis, EDI, IT Strategy, Disaster Recovery, SDLC, Business Process, ERP, Testing, Business Intelligence, Data Warehousing, FTP
Education
Cuyahoga Community College 1978 — 1983
AAS degree in Business with Concentration in Computer Programming, Computer Science
Jeff Sloan's SunAmerica Experience 1999 - 2001
Job Vice President Business Development at VUE Software
Industry Information Technology and Services
Experience
VUE Software January 2014 - Present
FAST February 2012 - January 2014
Vcare Corporation August 2011 - February 2012
Star Gas/Petro 2009 - August 2011
EHACI/Atradius 2005 - 2009
BI Worldwide 2002 - 2005
SunAmerica 1999 - 2001
Copeland Companies 1988 - 1999
Skills
B2B, Sales Management, New Business Development, Solution Selling, BPO, Conflict Resolution, Start-ups, Training, Strategy, Team Building, Key Account Management, Recruiting, CRM, Selling, Account Management, Business Development, Customer Satisfaction, Sales, Leadership, Business Planning, Marketing, Business Intelligence, Lead Generation, Entrepreneurship, Call Centers, Sales Process, SaaS, Consulting, Executive Management, Salesforce.com, Direct Sales, Management, Strategic Partnerships, Sales Operations, Employee Training, Team Leadership, Customer Retention, Cold Calling, Customer Service, Cloud Computing, Sales Presentations, Outsourcing, Channel Partners
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1988
BS, MARKETING, SALES MANAGEMENT
EBHS 1980 — 1983
VUE Software January 2014 - Present
FAST February 2012 - January 2014
Vcare Corporation August 2011 - February 2012
Star Gas/Petro 2009 - August 2011
EHACI/Atradius 2005 - 2009
BI Worldwide 2002 - 2005
SunAmerica 1999 - 2001
Copeland Companies 1988 - 1999
Skills
B2B, Sales Management, New Business Development, Solution Selling, BPO, Conflict Resolution, Start-ups, Training, Strategy, Team Building, Key Account Management, Recruiting, CRM, Selling, Account Management, Business Development, Customer Satisfaction, Sales, Leadership, Business Planning, Marketing, Business Intelligence, Lead Generation, Entrepreneurship, Call Centers, Sales Process, SaaS, Consulting, Executive Management, Salesforce.com, Direct Sales, Management, Strategic Partnerships, Sales Operations, Employee Training, Team Leadership, Customer Retention, Cold Calling, Customer Service, Cloud Computing, Sales Presentations, Outsourcing, Channel Partners
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1988
BS, MARKETING, SALES MANAGEMENT
EBHS 1980 — 1983
Karel Carnohan Karel Carnohan's SunAmerica Experience March 1995 - April 1998
Job President, Founder Grey Cat Ltd
Industry Veterinary
Experience
Grey Cat Ltd February 2009 - Present
Animal Nutrition & Wellness Services February 2008 - Present
SunAmerica March 1995 - April 1998
Deutsche Bank January 1994 - March 1995
Skills
Nutrition, Veterinary, Corporate Communications, Animal Nutrition, Wellness, Veterinary Medicine
Education
Kansas State University 2001 — 2005
DVM, Veterinary Medicine
The University of Chicago Booth School of Business 1981 — 1983
MBA, Finance, Statistics
Pomona College 1974 — 1978
BA, Theatre, English
Grey Cat Ltd February 2009 - Present
Animal Nutrition & Wellness Services February 2008 - Present
SunAmerica March 1995 - April 1998
Deutsche Bank January 1994 - March 1995
Skills
Nutrition, Veterinary, Corporate Communications, Animal Nutrition, Wellness, Veterinary Medicine
Education
Kansas State University 2001 — 2005
DVM, Veterinary Medicine
The University of Chicago Booth School of Business 1981 — 1983
MBA, Finance, Statistics
Pomona College 1974 — 1978
BA, Theatre, English
Shawn McAllister Shawn McAllister's SunAmerica Experience 1998 - 1999
Job OnAir Promotions Administrator at FX and Fox Cable Networks
Industry Entertainment
Experience
FX and Fox Cable Networks August 2007 - Present
Paramount Pictures May 2004 - December 2006
Catapult Productions 2000 - 2004
Deutsche Bank 1999 - 2000
SunAmerica 1998 - 1999
Wells Fargo 1997 - 1998
Sanford C. Bernstein 1994 - 1997
Skills
New Media, Entertainment, Television
Education
Connecticut College
BA, Economics
FX and Fox Cable Networks August 2007 - Present
Paramount Pictures May 2004 - December 2006
Catapult Productions 2000 - 2004
Deutsche Bank 1999 - 2000
SunAmerica 1998 - 1999
Wells Fargo 1997 - 1998
Sanford C. Bernstein 1994 - 1997
Skills
New Media, Entertainment, Television
Education
Connecticut College
BA, Economics
Debra Pasewark Debra Pasewark's SunAmerica Experience August 2007 - Present
Job AVP at SunAmerica
Industry Financial Services
Experience
SunAmerica August 2007 - Present
Prudential Financial March 1988 - May 2007
Prudential 2002 - 2007
Skills
Series 6, Mutual Funds, Financial Services, Series 63, Series 7, Business Analysis, Back Office, Management, Call Centers
Education
Kean University 1982 — 1986
BS, Finance
John P Stevens High School 1981 — 1982
Colleg Prep
SunAmerica August 2007 - Present
Prudential Financial March 1988 - May 2007
Prudential 2002 - 2007
Skills
Series 6, Mutual Funds, Financial Services, Series 63, Series 7, Business Analysis, Back Office, Management, Call Centers
Education
Kean University 1982 — 1986
BS, Finance
John P Stevens High School 1981 — 1982
Colleg Prep
Michele Cheatham Michele Cheatham's SunAmerica Experience January 1989 - January 1994
Job Senior Vice President at Wells Fargo
Industry Financial Services
Experience
Wells Fargo January 1997 - Present
Enterprise Leasing February 1997 - February 2000
SunAmerica January 1989 - January 1994
Skills
Vendor Management, Process Improvement, Project Management, Risk Management, ITIL, Executive Management, Change Management, Enterprise Software, Business Analysis, Disaster Recovery, Training, Cross-functional Team..., SDLC, Software Documentation, Business Process..., Leadership, Management, Integration
Education
Saint Louis University
Master's Degree, Organizational Leadership
Missouri Baptist University
Master of Business Administration, Leadership
Concordia University-Wisconsin
Bachelor of Science, Business Administration & Management
Wells Fargo January 1997 - Present
Enterprise Leasing February 1997 - February 2000
SunAmerica January 1989 - January 1994
Skills
Vendor Management, Process Improvement, Project Management, Risk Management, ITIL, Executive Management, Change Management, Enterprise Software, Business Analysis, Disaster Recovery, Training, Cross-functional Team..., SDLC, Software Documentation, Business Process..., Leadership, Management, Integration
Education
Saint Louis University
Master's Degree, Organizational Leadership
Missouri Baptist University
Master of Business Administration, Leadership
Concordia University-Wisconsin
Bachelor of Science, Business Administration & Management
David Gibbons, CRPC® David Gibbons, CRPC®'s SunAmerica Experience February 2006 - April 2009
Job Financial Consultant, Vice President at M & T Securities, Inc.
Industry Financial Services
Experience
M & T Bank October 2012 - Present
RS Investments August 2009 - July 2012
SunAmerica February 2006 - April 2009
PLANCO January 2005 - February 2006
AllianceBernstein September 2003 - January 2005
Bear Stearns Asset Management 1998 - 2002
Putnam Investments 1995 - 1998
Skills
Series 63, Mutual Funds, Series 6, Asset Allocation, Series 7, Series 65, Variable Annuities, Alternative Investments, Retirement, Hedge Funds, Fixed Annuities, Life Insurance, Investments, Retirement Planning, Securities, Wealth Management, Investment Strategies, Investment Advisory, FINRA, Uniform Combined State..., Investment Management, 401k, ETFs, Asset Management, Estate Planning
Education
University of Rochester 1994 — 1995
MAT
Hobart and William Smith Colleges 1990 — 1994
CSH 1987 — 1990
M & T Bank October 2012 - Present
RS Investments August 2009 - July 2012
SunAmerica February 2006 - April 2009
PLANCO January 2005 - February 2006
AllianceBernstein September 2003 - January 2005
Bear Stearns Asset Management 1998 - 2002
Putnam Investments 1995 - 1998
Skills
Series 63, Mutual Funds, Series 6, Asset Allocation, Series 7, Series 65, Variable Annuities, Alternative Investments, Retirement, Hedge Funds, Fixed Annuities, Life Insurance, Investments, Retirement Planning, Securities, Wealth Management, Investment Strategies, Investment Advisory, FINRA, Uniform Combined State..., Investment Management, 401k, ETFs, Asset Management, Estate Planning
Education
University of Rochester 1994 — 1995
MAT
Hobart and William Smith Colleges 1990 — 1994
CSH 1987 — 1990
Myra Hunter Myra Hunter's SunAmerica Experience 1988 - 1990
Job Healing through the Arts: Visual, Musical, Movement, Creative Writing and Real Love! at WholeHearted Art
Industry Education Management
Experience
Whole-Hearted Art October 2011 - Present
Waldron Jr./Sr.High School August 2014 - June 2015
State Mutual Insurance Company December 2010 - January 2014
Georgia TeenWork Program 2010 - 2010
Anita White Carson Middle School August 2007 - October 2008
Freedom Academy August 2005 - June 2006
Pierce County High School August 2004 - June 2005
Self-employed January 1990 - August 2000
SunAmerica 1988 - 1990
Capital Builders, Inc. January 1983 - January 1985
Skills
Customer Service, Microsoft Excel, Research, Creative Writing, Marketing, Customer Retention, Public Speaking, Recruiting, Small Business, PowerPoint, Microsoft Word, Microsoft Office, Team Building, Teaching, Outlook, Sales, Budgets, Blogging
Education
Berry College 2000 — 2004
Bachelor of Arts (BA), Art Teacher Education/ESOL Certification
Model High School 1969 — 1973
Whole-Hearted Art October 2011 - Present
Waldron Jr./Sr.High School August 2014 - June 2015
State Mutual Insurance Company December 2010 - January 2014
Georgia TeenWork Program 2010 - 2010
Anita White Carson Middle School August 2007 - October 2008
Freedom Academy August 2005 - June 2006
Pierce County High School August 2004 - June 2005
Self-employed January 1990 - August 2000
SunAmerica 1988 - 1990
Capital Builders, Inc. January 1983 - January 1985
Skills
Customer Service, Microsoft Excel, Research, Creative Writing, Marketing, Customer Retention, Public Speaking, Recruiting, Small Business, PowerPoint, Microsoft Word, Microsoft Office, Team Building, Teaching, Outlook, Sales, Budgets, Blogging
Education
Berry College 2000 — 2004
Bachelor of Arts (BA), Art Teacher Education/ESOL Certification
Model High School 1969 — 1973
Terry Hirsch Terry Hirsch's SunAmerica Experience May 1995 - February 2008
Job CEO at Security Weaver
Industry Computer Software
Experience
Security Weaver February 2008 - Present
SunAmerica May 1995 - February 2008
Farmers Insurance November 1993 - May 1995
Skills
Sarbanes-Oxley Act, Process Improvement, Salesforce.com, Business Development, Leadership, ERP, SAP, Business Intelligence, Business Analysis, Security, Business Process, Business Process..., Integration, Enterprise Software, CRM, Management, Vendor Management, Sales Management, Change Management, Risk Management, Sales Operations, Sales Process, Cloud Computing, Team Building, Product Marketing, Cross-functional Team..., Account Management, SaaS, Start-ups, Management Consulting, Solution Selling, Business Strategy, Product Management, Strategy, Outsourcing, Executive Management, Lead Generation, IT Strategy, Professional Services, Entrepreneurship, Selling, Strategic Partnerships, Strategic Planning, Go-to-market Strategy, Direct Sales, Consulting, Mergers & Acquisitions, Business Alliances, New Business Development, Demand Generation
Education
California State University-Northridge 1993 — 1996
MBA, Finance
Weber State University 1991 — 1993
Finance, Business
TimpView 1985 — 1986
High School Diploma, General Education
Security Weaver February 2008 - Present
SunAmerica May 1995 - February 2008
Farmers Insurance November 1993 - May 1995
Skills
Sarbanes-Oxley Act, Process Improvement, Salesforce.com, Business Development, Leadership, ERP, SAP, Business Intelligence, Business Analysis, Security, Business Process, Business Process..., Integration, Enterprise Software, CRM, Management, Vendor Management, Sales Management, Change Management, Risk Management, Sales Operations, Sales Process, Cloud Computing, Team Building, Product Marketing, Cross-functional Team..., Account Management, SaaS, Start-ups, Management Consulting, Solution Selling, Business Strategy, Product Management, Strategy, Outsourcing, Executive Management, Lead Generation, IT Strategy, Professional Services, Entrepreneurship, Selling, Strategic Partnerships, Strategic Planning, Go-to-market Strategy, Direct Sales, Consulting, Mergers & Acquisitions, Business Alliances, New Business Development, Demand Generation
Education
California State University-Northridge 1993 — 1996
MBA, Finance
Weber State University 1991 — 1993
Finance, Business
TimpView 1985 — 1986
High School Diploma, General Education
W David Buss W David Buss's SunAmerica Experience August 1989 - November 1993
Job President, He'e Nalu Investing, Inc. & DavesFavs.com, Inc.
Industry Financial Services
Experience
He'e Nalu Investing, Inc. January 2006 - Present
DavesFavs.com, Inc. January 2006 - Present
Gramercy Housing Group 1998 - 2010
Smith Barney April 2003 - January 2006
Morgan Stanley November 1993 - April 2003
SunAmerica August 1989 - November 1993
U.S. Army 1978 - 1988
Skills
Portfolio Management, Investments, Investment Advisory, Financial Planning, Financial Analysis, Strategic Planning, Valuation, Competitive Analysis, Asset Allocation, Asset Management, Securities, Equities, Investment Strategies, Wealth Management, Bonds, Fixed Income, Private Wealth..., Alternative Investments, Mutual Funds, Retirement, 401k, Retirement Planning, Financial Advisory, Private Equity, Insurance, Due Diligence, Wealth, Portfolios, Equity Research, Financial Modeling, Insurance Planning, Financial Markets, Annuities, ETFs, Personal Finance, Industry Analysis, Stocks, IRA's, Wealth Preservation, Asset, Derivatives, Risk Management, Debt, Retirement Income..., Cash Flow Management, Equity Valuation, High Net Worth..., Series 65, Asset Managment, Accounting
Education
Pepperdine University 2012 — 2015
Executive Certificate in Financial Planning, Financial Planning and Services
University of California, Los Angeles - The Anderson School of Management 1991 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rider University 1975 — 1978
B.A., Political Science
He'e Nalu Investing, Inc. January 2006 - Present
DavesFavs.com, Inc. January 2006 - Present
Gramercy Housing Group 1998 - 2010
Smith Barney April 2003 - January 2006
Morgan Stanley November 1993 - April 2003
SunAmerica August 1989 - November 1993
U.S. Army 1978 - 1988
Skills
Portfolio Management, Investments, Investment Advisory, Financial Planning, Financial Analysis, Strategic Planning, Valuation, Competitive Analysis, Asset Allocation, Asset Management, Securities, Equities, Investment Strategies, Wealth Management, Bonds, Fixed Income, Private Wealth..., Alternative Investments, Mutual Funds, Retirement, 401k, Retirement Planning, Financial Advisory, Private Equity, Insurance, Due Diligence, Wealth, Portfolios, Equity Research, Financial Modeling, Insurance Planning, Financial Markets, Annuities, ETFs, Personal Finance, Industry Analysis, Stocks, IRA's, Wealth Preservation, Asset, Derivatives, Risk Management, Debt, Retirement Income..., Cash Flow Management, Equity Valuation, High Net Worth..., Series 65, Asset Managment, Accounting
Education
Pepperdine University 2012 — 2015
Executive Certificate in Financial Planning, Financial Planning and Services
University of California, Los Angeles - The Anderson School of Management 1991 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Rider University 1975 — 1978
B.A., Political Science
Lisa Drago Lisa Drago's SunAmerica Experience 1993 - 1999
Job Agency Business Consultant at Farmers Insurance
Industry Financial Services
Experience
Farmers Insurance June 2014 - Present
Haydel, Biel & Associates February 2014 - June 2014
Professional Tax and Financial Services November 2011 - March 2013
Welton Street Investments November 2008 - January 2010
Security Benefit Group August 2005 - November 2008
Lincoln Financial May 2004 - July 2005
Allianz 2000 - 2003
SunAmerica 1993 - 1999
Skills
Annuities, Alternative Investments, Asset Management, Series 6, Real Estate Investment, Mutual Funds, Series 63, Retirement Planning, Sales Management, New Business Development, Public Speaking, Customer Relations, IRA's, Wholesaling, Consultative Selling, Fixed Annuities, Asset Managment, IRAs, Insurance, Selling, Financial Services, Investments, Investment Properties, Customer Service, Strategic Financial..., Equities, Retirement, CRM, Financial Advisory, Entrepreneurship, Wholesale, Marketing Strategy, Marketing, Series 7, Account Management, Sales, Investment Strategies, Sales Operations, 401k
Education
California State University-Northridge
BS, Food Technology, Business
Farmers Insurance June 2014 - Present
Haydel, Biel & Associates February 2014 - June 2014
Professional Tax and Financial Services November 2011 - March 2013
Welton Street Investments November 2008 - January 2010
Security Benefit Group August 2005 - November 2008
Lincoln Financial May 2004 - July 2005
Allianz 2000 - 2003
SunAmerica 1993 - 1999
Skills
Annuities, Alternative Investments, Asset Management, Series 6, Real Estate Investment, Mutual Funds, Series 63, Retirement Planning, Sales Management, New Business Development, Public Speaking, Customer Relations, IRA's, Wholesaling, Consultative Selling, Fixed Annuities, Asset Managment, IRAs, Insurance, Selling, Financial Services, Investments, Investment Properties, Customer Service, Strategic Financial..., Equities, Retirement, CRM, Financial Advisory, Entrepreneurship, Wholesale, Marketing Strategy, Marketing, Series 7, Account Management, Sales, Investment Strategies, Sales Operations, 401k
Education
California State University-Northridge
BS, Food Technology, Business
Nuri Halperin's SunAmerica Experience 1998 - 1999
Job Sofware consulting, training, architecture, software development, author, agile practice leader
Industry Computer Software
Experience
(+N) Consulting Inc. May 2006 - Present
Pluralsight July 2013 - Present
SoCal Code Camp 2008 - Present
Relive November 2011 - January 2015
Herbalife 2007 - 2013
Medtronic 2009 - 2009
Spark Networks plc 1999 - 2006
Matchnet 1999 - 2006
SunAmerica 1998 - 1999
Qubix 1994 - 1997
Skills
MongoDB, C#, JavaScript, Technical Presentations, Agile Methodologies, Scalability, Integration, ASP.NET MVC, Web Services, Cloud Computing, MVC, SOA, Database Design, jQuery, E-commerce, Mobile Applications, Unit Testing, Distributed Systems, Business Intelligence, Software Development, Big Data, Microsoft SQL Server, Kendo UI, Architecture
Education
California State University-Northridge 1991 — 1997
Bachelor of Science (BS)
(+N) Consulting Inc. May 2006 - Present
Pluralsight July 2013 - Present
SoCal Code Camp 2008 - Present
Relive November 2011 - January 2015
Herbalife 2007 - 2013
Medtronic 2009 - 2009
Spark Networks plc 1999 - 2006
Matchnet 1999 - 2006
SunAmerica 1998 - 1999
Qubix 1994 - 1997
Skills
MongoDB, C#, JavaScript, Technical Presentations, Agile Methodologies, Scalability, Integration, ASP.NET MVC, Web Services, Cloud Computing, MVC, SOA, Database Design, jQuery, E-commerce, Mobile Applications, Unit Testing, Distributed Systems, Business Intelligence, Software Development, Big Data, Microsoft SQL Server, Kendo UI, Architecture
Education
California State University-Northridge 1991 — 1997
Bachelor of Science (BS)
Kirk Kawasawa's SunAmerica Experience 1996 - 1999
Job Director of Investment Operations at the California Institute of Technology
Industry Financial Services
Experience
California Institute of Technology September 2007 - Present
Countrywide Financial Corporation April 2006 - August 2007
Transamerica Occidental Life Insurance Company April 1999 - April 2006
SunAmerica 1996 - 1999
Grant Thornton January 1992 - April 1995
Skills
Operational Due..., Operations Management, Due Diligence, Financial Reporting, Auditing, Banking, Process Improvement, Accounting, Budgets, Alternative Investments, Program Management, Contract Negotiation, Hedge Funds, Internal Audit, Financial Analysis, Internal Controls, Vendor Management, Strategic Planning, Risk Management, Leadership, Business Analysis, Private Equity, Forecasting, Finance, Investments, Valuation, Strategic Financial..., Equities, Management Consulting, Asset Management, Executive Management, Bloomberg, Financial Modeling, Financial Accounting, Sarbanes-Oxley Act, Corporate Finance, Portfolio Management, Fixed Income, Analysis
Education
California State University-Northridge 1986 — 1991
BS, Business Administration, Accounting
California Institute of Technology September 2007 - Present
Countrywide Financial Corporation April 2006 - August 2007
Transamerica Occidental Life Insurance Company April 1999 - April 2006
SunAmerica 1996 - 1999
Grant Thornton January 1992 - April 1995
Skills
Operational Due..., Operations Management, Due Diligence, Financial Reporting, Auditing, Banking, Process Improvement, Accounting, Budgets, Alternative Investments, Program Management, Contract Negotiation, Hedge Funds, Internal Audit, Financial Analysis, Internal Controls, Vendor Management, Strategic Planning, Risk Management, Leadership, Business Analysis, Private Equity, Forecasting, Finance, Investments, Valuation, Strategic Financial..., Equities, Management Consulting, Asset Management, Executive Management, Bloomberg, Financial Modeling, Financial Accounting, Sarbanes-Oxley Act, Corporate Finance, Portfolio Management, Fixed Income, Analysis
Education
California State University-Northridge 1986 — 1991
BS, Business Administration, Accounting
Ike Ogike's SunAmerica Experience February 2004 - October 2009
Job Owner/Agent at Ike C Ogike State Farm Agency. Auto,Life,Home,E&O,EPLI,Health,Retirement,Fire,Specialty,Commercial
Industry Insurance
Experience
Ike C Ogike State Farm Agency June 2012 - Present
SunAmerica February 2004 - October 2009
Skills
P&C License, Life and Health License, Series 6, Series 63, Mutual Funds, Retirement Planning, Financial Services, Asset Allocation, Fixed Annuities, Retirement, Marketing, Securities, Insurance, Relationship Management, General Insurance, 401k, Life Insurance, Professional Liability, Renters, Umbrella Insurance, Whole Life
Education
California State University-Northridge 1999 — 2004
Ike C Ogike State Farm Agency June 2012 - Present
SunAmerica February 2004 - October 2009
Skills
P&C License, Life and Health License, Series 6, Series 63, Mutual Funds, Retirement Planning, Financial Services, Asset Allocation, Fixed Annuities, Retirement, Marketing, Securities, Insurance, Relationship Management, General Insurance, 401k, Life Insurance, Professional Liability, Renters, Umbrella Insurance, Whole Life
Education
California State University-Northridge 1999 — 2004
Christine Long's SunAmerica Experience 1995 - 1997
Job Vice President, CoHead Channel MarketingAmericas
Industry Financial Services
Experience
PIMCO April 2012 - Present
PIMCO April 2012 - Present
Guardian Life Insurance May 2009 - April 2012
AllianceBernstein 2006 - 2008
AXA Distributors 2004 - 2006
Travelers Life & Annuity May 2003 - December 2004
Smith Barney 1997 - 2003
SunAmerica 1995 - 1997
Smith Barney 1992 - 1995
Shearson Lehman Brothers 1989 - 1992
Skills
Retirement Planning, Leadership, Strategic Financial..., Marketing Communications, Marketing, Marketing Strategy, Mutual Funds, Retirement, Insurance, Financial Services, Vendor Management, Distribution Strategies, Strategic Planning, Multi-channel Marketing, Investments, Analytics, 401k, Direct Marketing, Securities, Investment Strategies, Strategy, Sales, Digital Marketing, Wealth Management, Creative Direction, Series 63, Product Management, Investment Advisory, Public Relations, Integrated Marketing, Fixed Income, Relationship Management, Investment Management, Fixed Annuities, CRM, Product Marketing, Team Building, Email Marketing, ETFs, Series 7, Thought Leadership, Asset Managment, Business Development, FINRA, Asset Allocation, Separately Managed..., Portfolio Management, Wealth Management..., Alternative Investments, Financial Advisory
Education
Manhattanville College 1985 — 1989
PIMCO April 2012 - Present
PIMCO April 2012 - Present
Guardian Life Insurance May 2009 - April 2012
AllianceBernstein 2006 - 2008
AXA Distributors 2004 - 2006
Travelers Life & Annuity May 2003 - December 2004
Smith Barney 1997 - 2003
SunAmerica 1995 - 1997
Smith Barney 1992 - 1995
Shearson Lehman Brothers 1989 - 1992
Skills
Retirement Planning, Leadership, Strategic Financial..., Marketing Communications, Marketing, Marketing Strategy, Mutual Funds, Retirement, Insurance, Financial Services, Vendor Management, Distribution Strategies, Strategic Planning, Multi-channel Marketing, Investments, Analytics, 401k, Direct Marketing, Securities, Investment Strategies, Strategy, Sales, Digital Marketing, Wealth Management, Creative Direction, Series 63, Product Management, Investment Advisory, Public Relations, Integrated Marketing, Fixed Income, Relationship Management, Investment Management, Fixed Annuities, CRM, Product Marketing, Team Building, Email Marketing, ETFs, Series 7, Thought Leadership, Asset Managment, Business Development, FINRA, Asset Allocation, Separately Managed..., Portfolio Management, Wealth Management..., Alternative Investments, Financial Advisory
Education
Manhattanville College 1985 — 1989
Andre' B. Clark's SunAmerica Experience 1995 - 1996
Job President at Clark Bookkeeping & Consulting
Industry Financial Services
Experience
Clark Bookkeeping and Consulting June 2011 - Present
ARAMARK March 2007 - June 2011
Omnicare 2003 - 2007
Baltimore City Public Schools 1999 - 2003
Newark Public Schools 1997 - 1999
Prudential Investments 1996 - 1997
SunAmerica 1995 - 1996
Provident Financial Processing Corporation 1993 - 1995
Skills
Quickbooks, Microsoft Office, Budgeting, Accounting, Accounts Payable, Accounts Receivable, Payroll, Financial Projections, Forecasting, Reconciliations, Excel, Word, PowerPoint, Mathematics, Financial Analysis, Financials, Business Planning, Customer Service, Financial Reporting, Inventory Management, Teaching, Sage, Management, Time Management, Bookkeeping, P, General Ledger, Financial Accounting, Cash Flow, Small Business, GAAP, Employee Training, Variance Analysis, Financial Statements, Team Building, Invoicing, Balance, Human Resources, Journal Entries, Cost Accounting, Finance, Analysis, Leadership, Internal Controls, P&L, Budgets, Strategic Planning, Public Speaking, Account Reconciliation, Microsoft Excel
Education
Morehouse College 1989 — 1993
Bachelor of Arts, Accounting
Clark Bookkeeping and Consulting June 2011 - Present
ARAMARK March 2007 - June 2011
Omnicare 2003 - 2007
Baltimore City Public Schools 1999 - 2003
Newark Public Schools 1997 - 1999
Prudential Investments 1996 - 1997
SunAmerica 1995 - 1996
Provident Financial Processing Corporation 1993 - 1995
Skills
Quickbooks, Microsoft Office, Budgeting, Accounting, Accounts Payable, Accounts Receivable, Payroll, Financial Projections, Forecasting, Reconciliations, Excel, Word, PowerPoint, Mathematics, Financial Analysis, Financials, Business Planning, Customer Service, Financial Reporting, Inventory Management, Teaching, Sage, Management, Time Management, Bookkeeping, P, General Ledger, Financial Accounting, Cash Flow, Small Business, GAAP, Employee Training, Variance Analysis, Financial Statements, Team Building, Invoicing, Balance, Human Resources, Journal Entries, Cost Accounting, Finance, Analysis, Leadership, Internal Controls, P&L, Budgets, Strategic Planning, Public Speaking, Account Reconciliation, Microsoft Excel
Education
Morehouse College 1989 — 1993
Bachelor of Arts, Accounting
Jeff Wicklund's SunAmerica Experience May 2012 - August 2015
Job Divisional Vice President at SunAmerica
Industry Financial Services
Experience
John Hancock Investments August 2015 - Present
SunAmerica May 2012 - August 2015
The Hartford February 2012 - April 2012
Sun Life Financial October 2009 - January 2012
John Hancock January 2003 - September 2009
Putnam Investments 1998 - 2003
Skills
Series 6, Series 63, Annuities, Series 7, Mutual Funds
Education
Isenberg School of Management, UMass Amherst 1991 — 1995
John Hancock Investments August 2015 - Present
SunAmerica May 2012 - August 2015
The Hartford February 2012 - April 2012
Sun Life Financial October 2009 - January 2012
John Hancock January 2003 - September 2009
Putnam Investments 1998 - 2003
Skills
Series 6, Series 63, Annuities, Series 7, Mutual Funds
Education
Isenberg School of Management, UMass Amherst 1991 — 1995
John Magluyan's SunAmerica Experience December 1998 - January 2000
Job Manager Systems Engineering, Western Region
Industry Information Technology and Services
Experience
Brocade November 2013 - Present
EMC March 2001 - November 2013
EncrypTix January 2000 - March 2001
SunAmerica December 1998 - January 2000
Indymac Bank 1997 - 1999
Skills
Storage, Enterprise Software, Enterprise Storage, Storage Area Networks, Storage Virtualization, Clariion, Linux, Business Continuity, Deduplication, Virtualization, SAN, Cloud Computing, IT Service Management, Data Center, SaaS, NAS, Disaster Recovery, Storage Architecture, High Availability, Unix, Enterprise Architecture, Solution Architecture, Storage Solutions
Education
California State Polytechnic University-Pomona 1987 — 1991
Bachelor of Science (BS), Finance, Real Estate, & Law
Brocade November 2013 - Present
EMC March 2001 - November 2013
EncrypTix January 2000 - March 2001
SunAmerica December 1998 - January 2000
Indymac Bank 1997 - 1999
Skills
Storage, Enterprise Software, Enterprise Storage, Storage Area Networks, Storage Virtualization, Clariion, Linux, Business Continuity, Deduplication, Virtualization, SAN, Cloud Computing, IT Service Management, Data Center, SaaS, NAS, Disaster Recovery, Storage Architecture, High Availability, Unix, Enterprise Architecture, Solution Architecture, Storage Solutions
Education
California State Polytechnic University-Pomona 1987 — 1991
Bachelor of Science (BS), Finance, Real Estate, & Law
Alice H. Dickerson's SunAmerica Experience September 2004 - Present
Job Print Production Management
Industry Marketing and Advertising
Experience
SunAmerica September 2004 - Present
LRN, The Legal Knowledge Company May 2000 - January 2004
City National Bank June 1998 - April 2000
Metropolitan Transportation Authority June 1989 - June 1998
Education
Mount Saint Mary's University 1990 — 1999
B.A, Liberal Arts
Bennett College 1974 — 1976
SunAmerica September 2004 - Present
LRN, The Legal Knowledge Company May 2000 - January 2004
City National Bank June 1998 - April 2000
Metropolitan Transportation Authority June 1989 - June 1998
Education
Mount Saint Mary's University 1990 — 1999
B.A, Liberal Arts
Bennett College 1974 — 1976
Elaine Lam's SunAmerica Experience November 2006 - August 2013
Job Assistant Vice President at SunAmerica Annuity and Life Assurance Company
Industry Insurance
Experience
SunAmerica Annuity and Life Assurance Company August 2013 - Present
SunAmerica November 2006 - August 2013
Watson Wyatt July 2002 - November 2006
Skills
Pricing, FSA, Fixed Annuities, Variable Annuities, Actuarial Science, Defined Benefit, Retirement, Insurance, Financial Modeling, Employee Benefits, Risk Management, Actuaries, Pensions
Education
Pomona College 1998 — 2002
BA, Math
SunAmerica Annuity and Life Assurance Company August 2013 - Present
SunAmerica November 2006 - August 2013
Watson Wyatt July 2002 - November 2006
Skills
Pricing, FSA, Fixed Annuities, Variable Annuities, Actuarial Science, Defined Benefit, Retirement, Insurance, Financial Modeling, Employee Benefits, Risk Management, Actuaries, Pensions
Education
Pomona College 1998 — 2002
BA, Math
Joe Block's SunAmerica Experience 1988 - 1993
Job Director at Westfield Insurance
Industry Insurance
Experience
Westfield Insurance PresidentJoseph J Block & Associates1999 - 2003
KeyBank 1996 - 1999
Ernst & Young 1995 - 1996
SunAmerica 1988 - 1993
Skills
Strategic Planning, Risk Management, Marketing Strategy, Change Management, Analysis, Business Development, Mergers & Acquisitions, Vendor Management, Leadership, Contract Negotiation, Insurance, Business Process..., Business Analysis
Education
Miami University 1980 — 1984
Westfield Insurance PresidentJoseph J Block & Associates1999 - 2003
KeyBank 1996 - 1999
Ernst & Young 1995 - 1996
SunAmerica 1988 - 1993
Skills
Strategic Planning, Risk Management, Marketing Strategy, Change Management, Analysis, Business Development, Mergers & Acquisitions, Vendor Management, Leadership, Contract Negotiation, Insurance, Business Process..., Business Analysis
Education
Miami University 1980 — 1984
Dave Neilson's SunAmerica Experience July 1998 - April 2006
Job Tax Director at Tutor Perini Corporation
Industry Construction
Experience
Tutor Perini Corporation October 2013 - Present
Grifols April 2006 - October 2013
SunAmerica July 1998 - April 2006
Pinkerton Consulting & Investigations November 1993 - June 1998
Coopers & Lybrand January 1989 - October 1993
Skills
Accounting, Sarbanes-Oxley Act, SEC filings, Microsoft Excel, Financial Reporting, Corporate Tax, Tax Accounting, Income Tax, Tax Returns, FIN 48, FAS 5
Education
University of Southern California - Marshall School of Business 1990 — 1992
M.B.T., Business Taxation
California State University-Northridge 1982 — 1988
Tutor Perini Corporation October 2013 - Present
Grifols April 2006 - October 2013
SunAmerica July 1998 - April 2006
Pinkerton Consulting & Investigations November 1993 - June 1998
Coopers & Lybrand January 1989 - October 1993
Skills
Accounting, Sarbanes-Oxley Act, SEC filings, Microsoft Excel, Financial Reporting, Corporate Tax, Tax Accounting, Income Tax, Tax Returns, FIN 48, FAS 5
Education
University of Southern California - Marshall School of Business 1990 — 1992
M.B.T., Business Taxation
California State University-Northridge 1982 — 1988
Annamaria McBride, CRPS, CBC's SunAmerica Experience October 2006 - February 2009
Job Retirement Plan Consultant
Industry Financial Services
Experience
Alerus Retirement Solutions June 2012 - Present
ExpertPlan October 2010 - June 2012
Alerus Financial June 2009 - October 2010
SunAmerica October 2006 - February 2009
ADP Retirement Services May 2005 - October 2006
Nationwide Financial Services October 2002 - May 2005
KC Life/Sunset Financial Services Inc April 1999 - October 2002
Kemper Mutual Funds 1993 - 1996
Skills
401k, Retirement, Financial Services, Retirement Planning, Mutual Funds
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Plans Specialist, Financial Services
Longview Community College 1979 — 1981
Alerus Retirement Solutions June 2012 - Present
ExpertPlan October 2010 - June 2012
Alerus Financial June 2009 - October 2010
SunAmerica October 2006 - February 2009
ADP Retirement Services May 2005 - October 2006
Nationwide Financial Services October 2002 - May 2005
KC Life/Sunset Financial Services Inc April 1999 - October 2002
Kemper Mutual Funds 1993 - 1996
Skills
401k, Retirement, Financial Services, Retirement Planning, Mutual Funds
Education
College for Financial Planning 2008 — 2008
Chartered Retirement Plans Specialist, Financial Services
Longview Community College 1979 — 1981
Erica Diaz's SunAmerica Experience July 2008 - September 2009
Job Finance Manager Warner Bros
Industry Financial Services
Experience
Warner Bros. Entertainment Group of Companies 2012 - Present
IPC The Hospitalist Company, Inc. September 2009 - Present
IPC The Hospitalist Company, Inc. September 2011 - September 2012
SunAmerica July 2008 - September 2009
Reliance Steel & Aluminum Corp. June 2007 - June 2008
KPMG Audit September 2004 - April 2007
KPMG Trade & Customs - Tax June 2003 - September 2004
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Budgets, Finance
Education
California State University-Long Beach - College of Business Administration 2000 — 2004
Bachelors of Arts & Science, Economics, Finance & Int'l Business
St. Joseph High School 1996 — 2000
Warner Bros. Entertainment Group of Companies 2012 - Present
IPC The Hospitalist Company, Inc. September 2009 - Present
IPC The Hospitalist Company, Inc. September 2011 - September 2012
SunAmerica July 2008 - September 2009
Reliance Steel & Aluminum Corp. June 2007 - June 2008
KPMG Audit September 2004 - April 2007
KPMG Trade & Customs - Tax June 2003 - September 2004
Skills
Accounting, Financial Reporting, Sarbanes-Oxley Act, SEC filings, Financial Analysis, Budgets, Finance
Education
California State University-Long Beach - College of Business Administration 2000 — 2004
Bachelors of Arts & Science, Economics, Finance & Int'l Business
St. Joseph High School 1996 — 2000
Kam Mar-Havill, PMP, CSPO, FLMI's SunAmerica Experience 1995 - 2000
Job Application Services Manager at The Capital Group Companies
Industry Information Technology and Services
Experience
The Capital Group Companies February 2013 - Present
The Capital Group Companies May 2011 - January 2013
The Capital Group Companies October 2000 - April 2011
SunAmerica 1995 - 2000
Transamerica July 1984 - May 1995
Skills
Project Management, Risk Management, Problem Management, Business Process..., Requirements Gathering, Process Improvement, Team Building, Vendor Management, SDLC, Project Planning, Team Leadership, Strategic Planning, Microsoft Excel, PowerPoint, Requirements Analysis, Analytical Skills, Business Requirements, Agile Methodologies, Software Project..., Systems Analysis, Feasibility Studies, Gap Analysis, Functional..., Business Process..., PMP, Data Analysis, Visio, Leadership, Software Documentation, Disaster Recovery, Management, Program Management, Cross-functional Team..., Enterprise Architecture, Analysis
Education
Occidental College 1980 — 1984
Bachelor of Science (BS), Economics Management
早稲田大学 1982 — 1983
Bachelor of Science (BS), Economic Management
The Capital Group Companies February 2013 - Present
The Capital Group Companies May 2011 - January 2013
The Capital Group Companies October 2000 - April 2011
SunAmerica 1995 - 2000
Transamerica July 1984 - May 1995
Skills
Project Management, Risk Management, Problem Management, Business Process..., Requirements Gathering, Process Improvement, Team Building, Vendor Management, SDLC, Project Planning, Team Leadership, Strategic Planning, Microsoft Excel, PowerPoint, Requirements Analysis, Analytical Skills, Business Requirements, Agile Methodologies, Software Project..., Systems Analysis, Feasibility Studies, Gap Analysis, Functional..., Business Process..., PMP, Data Analysis, Visio, Leadership, Software Documentation, Disaster Recovery, Management, Program Management, Cross-functional Team..., Enterprise Architecture, Analysis
Education
Occidental College 1980 — 1984
Bachelor of Science (BS), Economics Management
早稲田大学 1982 — 1983
Bachelor of Science (BS), Economic Management
Denise Betts's SunAmerica Experience 1992 - 2000
Job Manager of Technical Publications Department, The Aerospace Corporation
Industry Think Tanks
Experience
The Aerospace Corporation February 2002 - Present
SunAmerica 1992 - 2000
Dentsu, Young and Rubicam 1984 - 1987
Skills
Research, Corporate Communications, Editing, Publications, Proofreading, Copy Editing, Media Relations, Strategic Communications
Education
Pepperdine University 1980 — 1984
Bachelor of Arts (BA), Radio and Television Broadcasting Technology/Technician
The Aerospace Corporation February 2002 - Present
SunAmerica 1992 - 2000
Dentsu, Young and Rubicam 1984 - 1987
Skills
Research, Corporate Communications, Editing, Publications, Proofreading, Copy Editing, Media Relations, Strategic Communications
Education
Pepperdine University 1980 — 1984
Bachelor of Arts (BA), Radio and Television Broadcasting Technology/Technician
Cheryl Davidson's SunAmerica Experience 1990 - 1997
Job self employed at Every Promotional Product
Industry Marketing and Advertising
Experience
Every Promotional Product ProprietorElle Ryan Design2009 - Present
SunAmerica 1990 - 1997
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1985 — 1987
MBA
Mills College 1979 — 1983
Every Promotional Product ProprietorElle Ryan Design2009 - Present
SunAmerica 1990 - 1997
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1985 — 1987
MBA
Mills College 1979 — 1983
Alecia Menzano's SunAmerica Experience January 1999 - May 2002
Job Administrative Assistant at California Institute of the Arts
Industry Education Management
Experience
California Institute of the Arts October 2005 - Present
SunAmerica January 1999 - May 2002
Paramount Pictures January 1995 - January 1999
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Administrative..., Event Planning, Microsoft Word, Outlook, Customer Service, Research, Public Speaking, Social Media
Education
Los Angeles Pierce College 1997 — 2000
California Institute of the Arts October 2005 - Present
SunAmerica January 1999 - May 2002
Paramount Pictures January 1995 - January 1999
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Administrative..., Event Planning, Microsoft Word, Outlook, Customer Service, Research, Public Speaking, Social Media
Education
Los Angeles Pierce College 1997 — 2000
Frank Salazar's SunAmerica Experience February 1998 - September 2007
Job Client Success Consultant at Ubiquity Retirement & Savings
Industry Financial Services
Experience
Ubiquity Retirement + Savings April 2014 - Present
Frank Salazar Income Tax Service January 1995 - Present
Transamerica September 2007 - April 2014
SunAmerica February 1998 - September 2007
Skills
Series 63, Series 6, Fixed Annuities, 401k, Retirement, Financial Services, Mutual Funds, Mortgage Lending, Retirement Planning, Investments, ARPC, Management, Relationship Management, Leadership, Risk Management, Customer Service, Pensions
Education
Azusa Pacific University
Bachelor of Science (B.S.), Business Administration and Management, General
Ubiquity Retirement + Savings April 2014 - Present
Frank Salazar Income Tax Service January 1995 - Present
Transamerica September 2007 - April 2014
SunAmerica February 1998 - September 2007
Skills
Series 63, Series 6, Fixed Annuities, 401k, Retirement, Financial Services, Mutual Funds, Mortgage Lending, Retirement Planning, Investments, ARPC, Management, Relationship Management, Leadership, Risk Management, Customer Service, Pensions
Education
Azusa Pacific University
Bachelor of Science (B.S.), Business Administration and Management, General
Brad Spear's SunAmerica Experience 1990 - 1998
Job Design & Marketing Consultant, Computer Training
Industry Marketing and Advertising
Experience
Sullivan & Cromwell, LLP August 2010 - June 2012
WellPoint / Empire BlueCross BlueShield 2000 - 2007
Brad Spear Design November 1989 - May 2000
Inhouse Freelance Art Direction & Production June 1992 - January 2000
SunAmerica 1990 - 1998
Pratt Institute of Design, Department for Computer Graphics January 1992 - December 1997
Massina Brown 1993 - 1993
Ogilvy & Mather 1992 - 1992
Integrated Resources, Inc. / SunAmerica December 1985 - November 1989
Sun Chemical Corporation, General Printing Ink Division March 1982 - November 1985
Skills
Adobe Acrobat, Photography, Advertising, Marketing Strategy, Marketing Communications, Mac, Photoshop, Art Direction, Marketing, iPad Support, FileMaker Pro on iPad &...
Education
Clemson University 1977 — 2001
Chemical Physics
Orange High School ('76 - '75), University School ('73 - '75)
University School
Sullivan & Cromwell, LLP August 2010 - June 2012
WellPoint / Empire BlueCross BlueShield 2000 - 2007
Brad Spear Design November 1989 - May 2000
Inhouse Freelance Art Direction & Production June 1992 - January 2000
SunAmerica 1990 - 1998
Pratt Institute of Design, Department for Computer Graphics January 1992 - December 1997
Massina Brown 1993 - 1993
Ogilvy & Mather 1992 - 1992
Integrated Resources, Inc. / SunAmerica December 1985 - November 1989
Sun Chemical Corporation, General Printing Ink Division March 1982 - November 1985
Skills
Adobe Acrobat, Photography, Advertising, Marketing Strategy, Marketing Communications, Mac, Photoshop, Art Direction, Marketing, iPad Support, FileMaker Pro on iPad &...
Education
Clemson University 1977 — 2001
Chemical Physics
Orange High School ('76 - '75), University School ('73 - '75)
University School
Chris Benson ChFC, CLTC's SunAmerica Experience January 2000 - September 2000
Job Financial Advisor at Financial Design Group
Industry Financial Services
Experience
Financial Design Group July 2011 - Present
Professional Planning Associates September 2000 - July 2011
SunAmerica January 2000 - September 2000
Skills
Financial Advisory, Financial Services, Investments, Insurance, Retirement Planning, Estate Planning, Financial Planning, Securities, Finance, Employee Benefits
Education
The American College 2002 — 2008
ChFC, Chartered Financial Consultant
Northern Arizona University 1991 — 1998
Bachelors, Psychology, Business
Financial Design Group July 2011 - Present
Professional Planning Associates September 2000 - July 2011
SunAmerica January 2000 - September 2000
Skills
Financial Advisory, Financial Services, Investments, Insurance, Retirement Planning, Estate Planning, Financial Planning, Securities, Finance, Employee Benefits
Education
The American College 2002 — 2008
ChFC, Chartered Financial Consultant
Northern Arizona University 1991 — 1998
Bachelors, Psychology, Business
Jack Dickinson's SunAmerica Experience 1999 - 2003
Job Manager, Data Center and Network Operations
Industry Education Management
Experience
LACOE 2006 - Present
State of Illinois, Department of Children and Family October 2005 - April 2006
Horace Mann May 2003 - August 2005
SunAmerica 1999 - 2003
Skills
Software Documentation, Security, Testing, Access
Education
Portland Community College
Mechanical Engineering
Portland State University
Business, Management, Marketing, and Related Support Services
University of Portland
Accounting and Business/Management
LACOE 2006 - Present
State of Illinois, Department of Children and Family October 2005 - April 2006
Horace Mann May 2003 - August 2005
SunAmerica 1999 - 2003
Skills
Software Documentation, Security, Testing, Access
Education
Portland Community College
Mechanical Engineering
Portland State University
Business, Management, Marketing, and Related Support Services
University of Portland
Accounting and Business/Management
Marcus Winbush, CFP's SunAmerica Experience 2000 - 2001
Job CEO at True North Capital Alliance
Industry Investment Management
Experience
True North Capital Alliance September 2012 - Present
Morgan Stanley Smith Barney December 2010 - September 2012
Breneman Winbush and Associates, LLP October 2005 - December 2010
Thrivent Financial December 2002 - October 2005
Cambridge Investment Research 2001 - 2002
SunAmerica 2000 - 2001
Fortis 1995 - 1998
Prudential Financial 1992 - 1994
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, Fixed Annuities, Strategic Financial..., Retirement, Estate Planning, Investment Advisory, Series 63, Asset Allocation, Uniform Combined State..., Asset Managment, Financial Advisory, Leadership, 401k, Alternative Investments, Asset Management, Risk Management, Portfolio Management, Investment Strategies, Finance, Financial Services, Wealth Management..., IRAs, Securities, Investment Management, Equities, Life Insurance, FINRA, Financial Planning, Fixed Income, Wealth
Education
College for Financial Planning 2005 — 2006
CFP, Financial Planning
The University of North Dakota 1991 — 1993
BA, Social Sciences
University of Wyoming 1989 — 1991
Psychology
John Marshall High School 1986 — 1989
True North Capital Alliance September 2012 - Present
Morgan Stanley Smith Barney December 2010 - September 2012
Breneman Winbush and Associates, LLP October 2005 - December 2010
Thrivent Financial December 2002 - October 2005
Cambridge Investment Research 2001 - 2002
SunAmerica 2000 - 2001
Fortis 1995 - 1998
Prudential Financial 1992 - 1994
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investments, Fixed Annuities, Strategic Financial..., Retirement, Estate Planning, Investment Advisory, Series 63, Asset Allocation, Uniform Combined State..., Asset Managment, Financial Advisory, Leadership, 401k, Alternative Investments, Asset Management, Risk Management, Portfolio Management, Investment Strategies, Finance, Financial Services, Wealth Management..., IRAs, Securities, Investment Management, Equities, Life Insurance, FINRA, Financial Planning, Fixed Income, Wealth
Education
College for Financial Planning 2005 — 2006
CFP, Financial Planning
The University of North Dakota 1991 — 1993
BA, Social Sciences
University of Wyoming 1989 — 1991
Psychology
John Marshall High School 1986 — 1989
Lawrence Yau's SunAmerica Experience January 1996 - February 1999
Job Chief Financial Officer, Urban Youth Workers Institute
Industry Nonprofit Organization Management
Experience
Urban Youth Workers Institute January 2008 - Present
Urban Youth Workers Institute September 2005 - December 2007
L.A. Care Health Plan July 2004 - September 2005
Herbalife Corporate Office May 2004 - July 2004
Jackson National Life February 2003 - March 2004
MSC Software January 2001 - April 2002
SunAmerica January 1996 - February 1999
Skills
Financial Analysis, Non-profits, Investments, Accounting, Financial Reporting, Budgets, Nonprofits, Start-ups, Leadership, Strategic Planning, Executive Management, Financial Modeling, Finance, Managerial Finance, Entrepreneurship, Due Diligence, Corporate Finance
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1999 — 2000
MBA, Finance, Strategy
University of California, Irvine 1991 — 1995
BA, Economics
Urban Youth Workers Institute January 2008 - Present
Urban Youth Workers Institute September 2005 - December 2007
L.A. Care Health Plan July 2004 - September 2005
Herbalife Corporate Office May 2004 - July 2004
Jackson National Life February 2003 - March 2004
MSC Software January 2001 - April 2002
SunAmerica January 1996 - February 1999
Skills
Financial Analysis, Non-profits, Investments, Accounting, Financial Reporting, Budgets, Nonprofits, Start-ups, Leadership, Strategic Planning, Executive Management, Financial Modeling, Finance, Managerial Finance, Entrepreneurship, Due Diligence, Corporate Finance
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1999 — 2000
MBA, Finance, Strategy
University of California, Irvine 1991 — 1995
BA, Economics
David Schnadig's SunAmerica Experience October 1993 - July 1995
Job Managing Partner at Cortec Group
Industry Venture Capital & Private Equity
Experience
Cortec Group July 1995 - Present
SunAmerica October 1993 - July 1995
Lehman Brothers 1989 - 1993
Skills
Mergers & Acquisitions, Due Diligence, Valuation, Private Equity, Financial Modeling, Venture Capital, Management, Investments, Corporate Finance, Corporate Development
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance
Trinity College-Hartford 1982 — 1986
BA, Economics
Cortec Group July 1995 - Present
SunAmerica October 1993 - July 1995
Lehman Brothers 1989 - 1993
Skills
Mergers & Acquisitions, Due Diligence, Valuation, Private Equity, Financial Modeling, Venture Capital, Management, Investments, Corporate Finance, Corporate Development
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance
Trinity College-Hartford 1982 — 1986
BA, Economics
Stephen Gerl's SunAmerica Experience 2002 - 2003
Job Independent Individual & Family Services Professional
Industry Individual & Family Services
Experience
SunAmerica 2002 - 2003
Columbia Management Company 1998 - 2001
Education
Montana State University-Bozeman 1993 — 1997
Business, Finance
SunAmerica 2002 - 2003
Columbia Management Company 1998 - 2001
Education
Montana State University-Bozeman 1993 — 1997
Business, Finance
Vinny Fiduccia's SunAmerica Experience January 2008 - February 2009
Job Claims Adjuster at American Family Insurance
Industry Insurance
Experience
American Family Insurance 2011 - Present
Fifht Third Bank 2011 - 2012
ALLSTATE INSURANCE CO August 2009 - February 2011
SunAmerica January 2008 - February 2009
Allstate Financial January 2006 - January 2008
Allstate January 2005 - January 2006
Allstate Financial 2004 - 2005
CAPITAL FUNDING OF AMERICA 2002 - 2004
BORDER, Brinker Restaurant Group January 2001 - January 2002
RED LOBSTER RESTAURANT January 1999 - January 2001
Skills
Insurance adjsuting, Management, Underwriting
Education
Kendall College 1989 — 1993
Management major
saint viator high school 1985 — 1989
Kendall College
Associates Degree, Culinary Arts
American Family Insurance 2011 - Present
Fifht Third Bank 2011 - 2012
ALLSTATE INSURANCE CO August 2009 - February 2011
SunAmerica January 2008 - February 2009
Allstate Financial January 2006 - January 2008
Allstate January 2005 - January 2006
Allstate Financial 2004 - 2005
CAPITAL FUNDING OF AMERICA 2002 - 2004
BORDER, Brinker Restaurant Group January 2001 - January 2002
RED LOBSTER RESTAURANT January 1999 - January 2001
Skills
Insurance adjsuting, Management, Underwriting
Education
Kendall College 1989 — 1993
Management major
saint viator high school 1985 — 1989
Kendall College
Associates Degree, Culinary Arts
Sree Vedullapalli's SunAmerica Experience August 2010 - August 2011
Job Business Analyst/QA Engineer
Industry Financial Services
Experience
iTech US Inc August 2011 - Present
SunAmerica August 2010 - August 2011
FedEx March 2010 - July 2010
Directv August 2009 - February 2010
AIG SunAmerica January 2007 - August 2009
Nextel August 2005 - December 2006
BellSouth August 2004 - July 2005
ICICI Bank December 2003 - May 2004
Canara Bank January 2002 - November 2003
Skills
SDLC, QTP, Test Planning, Test Cases, Quality Center, Requirements Analysis
Education
Pondicherry University 1999 — 2003
B.tech, Electronics and communication
Sri Satya Sai junior college 1997 — 1999
Intermediate Board of Education, MPC
iTech US Inc August 2011 - Present
SunAmerica August 2010 - August 2011
FedEx March 2010 - July 2010
Directv August 2009 - February 2010
AIG SunAmerica January 2007 - August 2009
Nextel August 2005 - December 2006
BellSouth August 2004 - July 2005
ICICI Bank December 2003 - May 2004
Canara Bank January 2002 - November 2003
Skills
SDLC, QTP, Test Planning, Test Cases, Quality Center, Requirements Analysis
Education
Pondicherry University 1999 — 2003
B.tech, Electronics and communication
Sri Satya Sai junior college 1997 — 1999
Intermediate Board of Education, MPC
Marlene Steenhoek's SunAmerica Experience March 2004 - Present
Job Senior Administrative Assistant at AIG Global Services
Industry Financial Services
Experience
SunAmerica March 2004 - Present
SunAmerica Financial Services 2004 - Present
Litton Industries, Inc. 1979 - September 2001
Skills
Vendor Management, Process Improvement, Project Management, Risk Management, SharePoint, Disaster Recovery, Active Directory, Business Analysis, Data Center, Insurance, Change Management, SDLC, Program Management, Management, Security, Visio
Education
University of Iowa 1971 — 1972
Bachelor of Arts (BA), History
Dordt College 1968 — 1971
English/History
SunAmerica March 2004 - Present
SunAmerica Financial Services 2004 - Present
Litton Industries, Inc. 1979 - September 2001
Skills
Vendor Management, Process Improvement, Project Management, Risk Management, SharePoint, Disaster Recovery, Active Directory, Business Analysis, Data Center, Insurance, Change Management, SDLC, Program Management, Management, Security, Visio
Education
University of Iowa 1971 — 1972
Bachelor of Arts (BA), History
Dordt College 1968 — 1971
English/History
Todd Bedingfield's SunAmerica Experience 1996 - 1999
Job Managing Director at AIG Investments
Industry Real Estate
Experience
AIG Investments 1996 - Present
SunAmerica 1996 - 1999
MetLife 1992 - 1996
Skills
Commercial Real Estate, Commercial Real Estate..., Structured Finance, Capital Markets, CMBS, Institutional Real..., Real Estate Development, Real Estate Economics, Asset Managment, Real Estate Private...
Education
New York University 1993 — 1996
Masters in Commercial Real Estate
Oklahoma State University 1980 — 1984
Northeast High School 1976 — 1980
AIG Investments 1996 - Present
SunAmerica 1996 - 1999
MetLife 1992 - 1996
Skills
Commercial Real Estate, Commercial Real Estate..., Structured Finance, Capital Markets, CMBS, Institutional Real..., Real Estate Development, Real Estate Economics, Asset Managment, Real Estate Private...
Education
New York University 1993 — 1996
Masters in Commercial Real Estate
Oklahoma State University 1980 — 1984
Northeast High School 1976 — 1980
Mike Gunnar's SunAmerica Experience August 1994 - December 1999
Job Sales Administration Director at Transamerica
Industry Financial Services
Experience
Transamerica July 2012 - Present
Transamerica October 2011 - July 2012
Transamerica December 2006 - October 2011
Transamerica June 2005 - November 2006
Transamerica Financial Advisors, Inc. November 2000 - June 2005
Equitable Distributors January 2000 - November 2000
SunAmerica August 1994 - December 1999
Skills
Fixed Annuities, Insurance, Series 63, Variable Annuities, Series 6, Sales Management, Series 7, Retirement, Life Insurance, Series 24, Marketing Strategy, Mutual Funds, Strategic Planning, New Business Development, 401k, Process Improvement, Sales, Marketing, Retirement Planning, Product Development, Financial Services
Education
Hope International University 1983 — 1986
BS, Psychology/ Cross-Cultural Studies
Transamerica July 2012 - Present
Transamerica October 2011 - July 2012
Transamerica December 2006 - October 2011
Transamerica June 2005 - November 2006
Transamerica Financial Advisors, Inc. November 2000 - June 2005
Equitable Distributors January 2000 - November 2000
SunAmerica August 1994 - December 1999
Skills
Fixed Annuities, Insurance, Series 63, Variable Annuities, Series 6, Sales Management, Series 7, Retirement, Life Insurance, Series 24, Marketing Strategy, Mutual Funds, Strategic Planning, New Business Development, 401k, Process Improvement, Sales, Marketing, Retirement Planning, Product Development, Financial Services
Education
Hope International University 1983 — 1986
BS, Psychology/ Cross-Cultural Studies
Sybil Poage's SunAmerica Experience August 2008 - October 2009
Job Financial Instutition Broker Dealer
Industry Financial Services
Experience
Sun Trust Banks Inc March 2015 - Present
SunAmerica August 2008 - October 2009
Allianz Life Financial Services 2000 - 2008
New England Financial February 1998 - October 2000
Skills
Fixed Annuities, Employee Benefits
Education
Concordia University-Ann Arbor 1979 — 1984
BA, Biology/Chemistry
Sun Trust Banks Inc March 2015 - Present
SunAmerica August 2008 - October 2009
Allianz Life Financial Services 2000 - 2008
New England Financial February 1998 - October 2000
Skills
Fixed Annuities, Employee Benefits
Education
Concordia University-Ann Arbor 1979 — 1984
BA, Biology/Chemistry
Arlene Norber's SunAmerica Experience June 1995 - July 1999
Job Senior Technical Writer at Thomson Reuters
Industry Writing and Editing
Experience
Thomson Reuters Senior Technical WriterThomson Elite1999 - Present
Thomson Elite 1999 - Present
Elite, a Thomson Reuters business 1990 - Present
SunAmerica June 1995 - July 1999
Education
City University of New York-College of Staten Island 1972 — 1974
M.S., Mathematics Education
City University of New York-Brooklyn College 1967 — 1971
B.S., Mathematics Education
Thomson Reuters Senior Technical WriterThomson Elite1999 - Present
Thomson Elite 1999 - Present
Elite, a Thomson Reuters business 1990 - Present
SunAmerica June 1995 - July 1999
Education
City University of New York-College of Staten Island 1972 — 1974
M.S., Mathematics Education
City University of New York-Brooklyn College 1967 — 1971
B.S., Mathematics Education
Michael G Murphy's SunAmerica Experience October 1998 - October 2002
Job Director of Sales at Midwood Financial Services
Industry Financial Services
Experience
Midwood Financial Services June 2009 - Present
Security Benefit April 2007 - January 2009
Hanlon Investment Management January 2004 - April 2007
AFBA Five Star Funds October 2002 - December 2003
SunAmerica October 1998 - October 2002
Delaware Investments, a member of the Macquarie Group 1997 - 1998
Various January 1991 - October 1997
Skills
Mutual Funds, Retirement, Sales, Financial Services, Series 63, Series 7, Series 24, Licensed Life & Health..., Retirement Planning, Fixed Annuities, 401k, Variable Annuities, Asset Allocation, Investment Advisory, Investments, Securities, Financial Advisory, Wholesale, Relationship Management, IRAs, Wealth Management, Alternative Investments, Series 6
Education
Rider University 1988 — 1990
BS, Marketing/Finance
Green Mountain College 1986 — 1988
Accounting and Finance
Mainland Regional 1982 — 1986
Midwood Financial Services June 2009 - Present
Security Benefit April 2007 - January 2009
Hanlon Investment Management January 2004 - April 2007
AFBA Five Star Funds October 2002 - December 2003
SunAmerica October 1998 - October 2002
Delaware Investments, a member of the Macquarie Group 1997 - 1998
Various January 1991 - October 1997
Skills
Mutual Funds, Retirement, Sales, Financial Services, Series 63, Series 7, Series 24, Licensed Life & Health..., Retirement Planning, Fixed Annuities, 401k, Variable Annuities, Asset Allocation, Investment Advisory, Investments, Securities, Financial Advisory, Wholesale, Relationship Management, IRAs, Wealth Management, Alternative Investments, Series 6
Education
Rider University 1988 — 1990
BS, Marketing/Finance
Green Mountain College 1986 — 1988
Accounting and Finance
Mainland Regional 1982 — 1986
Devan Vellios's SunAmerica Experience December 2002 - Present
Job Regional Marketing Specialist at SunAmerica
Industry Financial Services
Experience
SunAmerica December 2002 - Present
Vellios Machine Shop January 1991 - November 2002
Skills
Sales, Sales Management, Project Management, Business Planning, Management, Microsoft Excel, Budgets, Marketing, Fixed Annuities, Series 6, Series 63, Customer Service, Microsoft Office, Insurance, Investments, Variable Annuities
Education
El Camino College
SunAmerica December 2002 - Present
Vellios Machine Shop January 1991 - November 2002
Skills
Sales, Sales Management, Project Management, Business Planning, Management, Microsoft Excel, Budgets, Marketing, Fixed Annuities, Series 6, Series 63, Customer Service, Microsoft Office, Insurance, Investments, Variable Annuities
Education
El Camino College
Rita Giannantonio's SunAmerica Experience May 1998 - February 2009
Job Financial Services Professional
Industry Financial Services
Experience
SunAmerica May 1998 - February 2009
Franklin Templeton Investments April 1995 - April 1998
Colonial Investment Services Inc April 1987 - February 1995
Education
Boston College 1981 — 1985
SunAmerica May 1998 - February 2009
Franklin Templeton Investments April 1995 - April 1998
Colonial Investment Services Inc April 1987 - February 1995
Education
Boston College 1981 — 1985
Larry Kachel's SunAmerica Experience 1998 - 2004
Job Investment Adviser Representative at Cetera Financial Specialists/Kachel Financial Group
Industry Financial Services
Experience
Cetera Financial Specialists, LLC November 2004 - Present
Genworth Financial 2004 - November 2012
SunAmerica 1998 - 2004
Skills
Financial Planners, Estate Planning, Retirement Plan..., Qualified Retirement..., Banking, Insurance, Life Insurance, Fixed Annuities, Long Term Care Insurance, Financial Analysis, Public Speaking
Education
Marquette University Law School 1979 — 1982
JD, Law
University of Wisconsin-Whitewater 1975 — 1979
BBA, Finance/Gen Bus
University of Wisconsin-Whitewater 1975 — 1979
BBA, Finance and Gen. Business
Cetera Financial Specialists, LLC November 2004 - Present
Genworth Financial 2004 - November 2012
SunAmerica 1998 - 2004
Skills
Financial Planners, Estate Planning, Retirement Plan..., Qualified Retirement..., Banking, Insurance, Life Insurance, Fixed Annuities, Long Term Care Insurance, Financial Analysis, Public Speaking
Education
Marquette University Law School 1979 — 1982
JD, Law
University of Wisconsin-Whitewater 1975 — 1979
BBA, Finance/Gen Bus
University of Wisconsin-Whitewater 1975 — 1979
BBA, Finance and Gen. Business
John Ishak's SunAmerica Experience September 2004 - May 2015
Job Manager at AXA US
Industry Financial Services
Experience
AXA US May 2015 - Present
SunAmerica September 2004 - May 2015
Skills
Mutual Funds, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Accounting, Financial Analysis, Insurance, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
BA, Biology with concentration in Finance
AXA US May 2015 - Present
SunAmerica September 2004 - May 2015
Skills
Mutual Funds, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Accounting, Financial Analysis, Insurance, Risk Management
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
BA, Biology with concentration in Finance
Raoul Alexander's SunAmerica Experience September 2006 - May 2011
Job Sales & Marketing Director Business Development & Internal Wholesaler Sales support
Industry Financial Services
Experience
AIG May 2011 - May 2015
SunAmerica September 2006 - May 2011
SunAmerica Retirement Markets August 2003 - September 2006
SunAmerica Retirement Markets 2000 - 2003
Skills
Retirement Planning, Mutual Funds, Training, Investments, Sales, Series 63, Financial Services, Leadership, Fixed Annuities, Insurance, Customer Service, Finance, Retirement, Management, Wealth Management, CRM, Variable Annuities
Education
California State University-Northridge 1991 — 1995
California State University-Northridge
AIG May 2011 - May 2015
SunAmerica September 2006 - May 2011
SunAmerica Retirement Markets August 2003 - September 2006
SunAmerica Retirement Markets 2000 - 2003
Skills
Retirement Planning, Mutual Funds, Training, Investments, Sales, Series 63, Financial Services, Leadership, Fixed Annuities, Insurance, Customer Service, Finance, Retirement, Management, Wealth Management, CRM, Variable Annuities
Education
California State University-Northridge 1991 — 1995
California State University-Northridge
Andrew Doulos's SunAmerica Experience November 2004 - Present
Job Portfolio Manager at SunAmerica
Industry Financial Services
Experience
SunAmerica November 2004 - Present
Prudential Securities August 1998 - October 2001
Skills
Series 7, Securities, Equities, Fixed Income, Series 63, Portfolio Management, Bloomberg, Mutual Funds, Asset Allocation, Trading, Investments, Hedge Funds
Education
Queens College 1995 — 1998
BS, Political Science
SunAmerica November 2004 - Present
Prudential Securities August 1998 - October 2001
Skills
Series 7, Securities, Equities, Fixed Income, Series 63, Portfolio Management, Bloomberg, Mutual Funds, Asset Allocation, Trading, Investments, Hedge Funds
Education
Queens College 1995 — 1998
BS, Political Science
Roja Ramineni's SunAmerica Experience 2007 - Present
Job Business Analyst at AIG SunAmerica
Industry Financial Services
Experience
AIG SunAmerica February 2007 - Present
Sunamerica 2007 - Present
Hollywood Entertainment 2003 - 2006
Bank of America February 2002 - September 2003
Skills
Test Planning, Quality Center, SDLC, Test Cases, QTP, Software Quality..., Testing, Agile Methodologies, Quality Assurance, SQL, System Testing, User Acceptance Testing, Business Requirements, Test Automation, Requirements Gathering
Education
Andhra University 1990 — 1993
Bachelors, E-Commerce
Bharati Vidyapeeth 1990 — 1993
BS, E-Commerce
AIG SunAmerica February 2007 - Present
Sunamerica 2007 - Present
Hollywood Entertainment 2003 - 2006
Bank of America February 2002 - September 2003
Skills
Test Planning, Quality Center, SDLC, Test Cases, QTP, Software Quality..., Testing, Agile Methodologies, Quality Assurance, SQL, System Testing, User Acceptance Testing, Business Requirements, Test Automation, Requirements Gathering
Education
Andhra University 1990 — 1993
Bachelors, E-Commerce
Bharati Vidyapeeth 1990 — 1993
BS, E-Commerce
Sharon Valente's SunAmerica Experience 1995 - 2000
Job Owner/General Partner Wholesaler Express
Industry Financial Services
Experience
Wholesaler Express 1999 - Present
US Allianz 2000 - 2002
SunAmerica 1995 - 2000
SunAmerica 1995 - 1999
Education
California State University-Northridge
Wholesaler Express 1999 - Present
US Allianz 2000 - 2002
SunAmerica 1995 - 2000
SunAmerica 1995 - 1999
Education
California State University-Northridge
Maureen Philipps's SunAmerica Experience Equity Capital MarketsBear Stearns1986 - 1999
Job Marketing Liaison at SunAmerica
Industry Investment Management
Experience
SunAmerica Equity Capital MarketsBear Stearns1986 - 1999
Bear Stearns 1986 - 1999
Education
Lehigh University
Bachelor of Business Administration (B.B.A.), Fina
SunAmerica Equity Capital MarketsBear Stearns1986 - 1999
Bear Stearns 1986 - 1999
Education
Lehigh University
Bachelor of Business Administration (B.B.A.), Fina
Frank Hayn, CRPS, AIF's SunAmerica Experience April 2000 - March 2012
Job Vice President, Retirement Plans at National Planning Holdings
Industry Financial Services
Experience
National Planning Holdings March 2012 - Present
SunAmerica April 2000 - March 2012
Villagio at Brentwood HOA September 2007 - June 2010
Hollywood Master Chorale July 2006 - June 2008
New York Life August 1997 - April 2000
Skills
401k, Investments, Mutual Funds, Series 6, Retirement, Retirement Planning, Series 7, Defined Contribution, Management, Leadership, Series 63, Marketing, Business Development, Sales, Asset Allocation, Wealth Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Global Business
University of Rochester 1993 — 1997
BA, Political Science
The Hill School 1989 — 1993
Diploma
National Planning Holdings March 2012 - Present
SunAmerica April 2000 - March 2012
Villagio at Brentwood HOA September 2007 - June 2010
Hollywood Master Chorale July 2006 - June 2008
New York Life August 1997 - April 2000
Skills
401k, Investments, Mutual Funds, Series 6, Retirement, Retirement Planning, Series 7, Defined Contribution, Management, Leadership, Series 63, Marketing, Business Development, Sales, Asset Allocation, Wealth Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Global Business
University of Rochester 1993 — 1997
BA, Political Science
The Hill School 1989 — 1993
Diploma
Peter Freer's SunAmerica Experience April 2006 - February 2009
Job Divisional Sales Director at Protective Life
Industry Financial Services
Experience
Protective Life August 2009 - Present
SunAmerica April 2006 - February 2009
Income Architects November 2004 - April 2006
American Skandia October 1999 - October 2004
Education
Sacred Heart University 1978 — 1982
BS, Business/Marketing
Protective Life August 2009 - Present
SunAmerica April 2006 - February 2009
Income Architects November 2004 - April 2006
American Skandia October 1999 - October 2004
Education
Sacred Heart University 1978 — 1982
BS, Business/Marketing
Dawn Luesse's SunAmerica Experience 1990 - 1994
Job Commercial Real Estate Professional Senior Property Manager with Leasing Experience
Industry Real Estate
Experience
DCT Industrial March 2013 - November 2013
Voit Real Estate Services March 2011 - August 2012
Newport Real Estate Services November 2009 - March 2011
Winthrop Management, L.P June 2009 - October 2009
Legacy Partners Commercial September 2001 - March 2009
Layton-Belling and Associates October 1999 - August 2001
Insignia/ESG July 1996 - October 1999
SunAmerica 1990 - 1994
Skills
Property Management, Real Estate, Leases, Rentals, Investment Properties, Brokerage, Commercial Real Estate, Condos, Construction, Contract Negotiation, Corporate Real Estate, Disposition, Landlords, Lease Administration, Lease Negotiations, Location Intelligence, Mixed-use, Property, Real Estate Development, Real Estate Economics, Real Estate Transactions, Tenant, Tenant Representation, Yardi, Asset Management
Education
California State University-Long Beach - College of Business Administration 1984 — 1989
BS, Marketing
DCT Industrial March 2013 - November 2013
Voit Real Estate Services March 2011 - August 2012
Newport Real Estate Services November 2009 - March 2011
Winthrop Management, L.P June 2009 - October 2009
Legacy Partners Commercial September 2001 - March 2009
Layton-Belling and Associates October 1999 - August 2001
Insignia/ESG July 1996 - October 1999
SunAmerica 1990 - 1994
Skills
Property Management, Real Estate, Leases, Rentals, Investment Properties, Brokerage, Commercial Real Estate, Condos, Construction, Contract Negotiation, Corporate Real Estate, Disposition, Landlords, Lease Administration, Lease Negotiations, Location Intelligence, Mixed-use, Property, Real Estate Development, Real Estate Economics, Real Estate Transactions, Tenant, Tenant Representation, Yardi, Asset Management
Education
California State University-Long Beach - College of Business Administration 1984 — 1989
BS, Marketing
Rick Zgonina's SunAmerica Experience July 1996 - April 1998
Job Regional Director at Mass Mutual Financial Group
Industry Financial Services
Experience
Mass Mutual Financial Group May 2006 - Present
Rick Zgonina Consulting January 2002 - May 2006
Nike Securities L. P. November 1999 - November 2001
Lord Abbett & Co. May 1998 - October 1999
SunAmerica July 1996 - April 1998
Van Kampen Funds 1986 - 1996
Kemper Financial Services January 1985 - May 1986
Kemper Financial Services April 1980 - January 1985
Education
Benedictine University
BA, Business Economics
Mass Mutual Financial Group May 2006 - Present
Rick Zgonina Consulting January 2002 - May 2006
Nike Securities L. P. November 1999 - November 2001
Lord Abbett & Co. May 1998 - October 1999
SunAmerica July 1996 - April 1998
Van Kampen Funds 1986 - 1996
Kemper Financial Services January 1985 - May 1986
Kemper Financial Services April 1980 - January 1985
Education
Benedictine University
BA, Business Economics
Sharon Keast's SunAmerica Experience May 1989 - March 1995
Job Communications
Industry Information Technology and Services
Experience
Southwest Neighborhoods, Inc February 2010 - Present
Carlson Companies May 1995 - July 1998
SunAmerica May 1989 - March 1995
21st Century Insurance June 1986 - March 1989
Skills
Linux, HTML, Project Management, Program Management, Team Building, Strategic Planning, Microsoft Excel, Microsoft Word, Agile Methodologies, SQL, Open Source, MySQL, Software Development, Business Analysis, SDLC, Requirements Analysis, Process Improvement
Education
Portland State University
Bachelors of Science
University of Wisconsin-Milwaukee
Bachelors of Business Administration
Southwest Neighborhoods, Inc February 2010 - Present
Carlson Companies May 1995 - July 1998
SunAmerica May 1989 - March 1995
21st Century Insurance June 1986 - March 1989
Skills
Linux, HTML, Project Management, Program Management, Team Building, Strategic Planning, Microsoft Excel, Microsoft Word, Agile Methodologies, SQL, Open Source, MySQL, Software Development, Business Analysis, SDLC, Requirements Analysis, Process Improvement
Education
Portland State University
Bachelors of Science
University of Wisconsin-Milwaukee
Bachelors of Business Administration
Sathish Chandrasekaran's SunAmerica Experience November 2010 - Present
Job Assistant Vice President at AIG
Industry Information Technology and Services
Experience
AIG April 2015 - Present
SunAmerica November 2010 - Present
Polaris Software Lab December 1997 - November 2010
SunAmerica 2002 - 2009
Education
Anna University 1993 — 1995
M.Sc
Jawahar Vidyalaya 1981 — 1990
AIG April 2015 - Present
SunAmerica November 2010 - Present
Polaris Software Lab December 1997 - November 2010
SunAmerica 2002 - 2009
Education
Anna University 1993 — 1995
M.Sc
Jawahar Vidyalaya 1981 — 1990
Kevin Meyer's SunAmerica Experience 1996 - 1998
Job President Annuix
Industry Insurance
Experience
Annuix July 2014 - Present
DressanderBHC November 2011 - July 2014
BHC Marketing August 2011 - November 2011
InsurMark 2010 - 2011
Asset Protection Strategies 2007 - 2010
Ann Arbor Annuity Exchange 1999 - 2006
Jackson National Life 1998 - 1999
SunAmerica 1996 - 1998
Education
Eastern Michigan University 1990 — 1995
Business, Management
Annuix July 2014 - Present
DressanderBHC November 2011 - July 2014
BHC Marketing August 2011 - November 2011
InsurMark 2010 - 2011
Asset Protection Strategies 2007 - 2010
Ann Arbor Annuity Exchange 1999 - 2006
Jackson National Life 1998 - 1999
SunAmerica 1996 - 1998
Education
Eastern Michigan University 1990 — 1995
Business, Management
Carla Lurz's SunAmerica Experience February 1986 - January 2004
Job Senior Trainer Securities Marketing at M&T Bank
Industry Financial Services
Experience
M&T Bank 2011 - Present
RBC Wealth Management February 2004 - October 2011
SunAmerica February 1986 - January 2004
Morgan Stanley June 1983 - February 1986
Skills
Building Relationships, Account Retention, Client Service, Annuities, Investments, Series 7, Fixed Annuities, Client Services, Leadership, Life Insurance, Employee Benefits, Sales, Training, Insurance, Financial Services, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning
Education
Loyola College in Maryland
Bachelor of Arts, Psychology
The Johns Hopkins University - Carey Business School
Masters, Public Administration
M&T Bank 2011 - Present
RBC Wealth Management February 2004 - October 2011
SunAmerica February 1986 - January 2004
Morgan Stanley June 1983 - February 1986
Skills
Building Relationships, Account Retention, Client Service, Annuities, Investments, Series 7, Fixed Annuities, Client Services, Leadership, Life Insurance, Employee Benefits, Sales, Training, Insurance, Financial Services, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning
Education
Loyola College in Maryland
Bachelor of Arts, Psychology
The Johns Hopkins University - Carey Business School
Masters, Public Administration
Beau Barrabee's SunAmerica Experience August 2005 - Present
Job Divisional Vice President at SunAmerica
Industry Financial Services
Experience
SunAmerica August 2005 - Present
Lincoln Financial Distributors July 1999 - August 2005
Skills
Series 63, Series 7, Retirement Planning, Series 6, Variable Annuities, Financial Services, Sales Presentations, Wholesale, Retirement
Education
Dickinson College 1995 — 1999
B.A., Policy Studies
SunAmerica August 2005 - Present
Lincoln Financial Distributors July 1999 - August 2005
Skills
Series 63, Series 7, Retirement Planning, Series 6, Variable Annuities, Financial Services, Sales Presentations, Wholesale, Retirement
Education
Dickinson College 1995 — 1999
B.A., Policy Studies
Attila Toth's SunAmerica Experience March 2007 - May 2009
Job Staff Vice President at Anthem
Industry Insurance
Experience
Anthem, Inc. March 2013 - Present
Golden Rule Insurance, A United Health Care Company May 2009 - February 2013
SunAmerica March 2007 - May 2009
OneAmerica Financial Partners Inc. December 2005 - March 2007
Skills
Health Insurance, Insurance, Sales Management, Term Life Insurance, Fixed Annuities, Account Management, Cold Calling, Long-term Care, Sales, Selling Skills, Customer Retention, Salesforce.com, Sales Presentations, Call Center, Life Insurance, Call Centers, Strategic Partnerships, Direct Sales, Leadership, Team Building, Team Leadership, Process Improvement, Online Marketing, Training, Lead Generation, Product Development
Education
Kent State University 1982 — 1986
Bachelor's degree, Business Marketing
Anthem, Inc. March 2013 - Present
Golden Rule Insurance, A United Health Care Company May 2009 - February 2013
SunAmerica March 2007 - May 2009
OneAmerica Financial Partners Inc. December 2005 - March 2007
Skills
Health Insurance, Insurance, Sales Management, Term Life Insurance, Fixed Annuities, Account Management, Cold Calling, Long-term Care, Sales, Selling Skills, Customer Retention, Salesforce.com, Sales Presentations, Call Center, Life Insurance, Call Centers, Strategic Partnerships, Direct Sales, Leadership, Team Building, Team Leadership, Process Improvement, Online Marketing, Training, Lead Generation, Product Development
Education
Kent State University 1982 — 1986
Bachelor's degree, Business Marketing
Darryl Hansel's SunAmerica Experience January 1994 - July 1998
Job Enterprise Risk Manager at Freddie Mac
Industry Banking
Experience
Freddie Mac August 2012 - Present
Citi November 2004 - August 2012
Seligman Data Corp April 2000 - October 2004
Seligman Data Corp July 1998 - March 2000
SunAmerica January 1994 - July 1998
SunAmerica April 1991 - January 1994
Skills
Risk Management, Business Continuity, Disaster Recovery, Business Continuity..., Project Management, Crisis Management, Emergency Management, Operational Risk, Operational Risk..., Enterprise Risk..., Incident Management, Risk Assessment, Process Improvement, Data Center, Governance, Management
Education
Fairleigh Dickinson University 2006 — 2009
Master's degree, Administrative Sciences
Nyack College 1997 — 1998
Bachelor of Science, Organizational Management
Freddie Mac August 2012 - Present
Citi November 2004 - August 2012
Seligman Data Corp April 2000 - October 2004
Seligman Data Corp July 1998 - March 2000
SunAmerica January 1994 - July 1998
SunAmerica April 1991 - January 1994
Skills
Risk Management, Business Continuity, Disaster Recovery, Business Continuity..., Project Management, Crisis Management, Emergency Management, Operational Risk, Operational Risk..., Enterprise Risk..., Incident Management, Risk Assessment, Process Improvement, Data Center, Governance, Management
Education
Fairleigh Dickinson University 2006 — 2009
Master's degree, Administrative Sciences
Nyack College 1997 — 1998
Bachelor of Science, Organizational Management
Larry Roberts, CRPC®'s SunAmerica Experience November 1993 - January 2002
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2002 - Present
SunAmerica November 1993 - January 2002
Education
Pepperdine University 1981 — 1983
BA
Ameriprise Financial Services, Inc. October 2002 - Present
SunAmerica November 1993 - January 2002
Education
Pepperdine University 1981 — 1983
BA
Saravanan Ponraj's SunAmerica Experience April 2010 - March 2013
Job Sr.Oracle Database Administrator at SunAmerica
Industry Financial Services
Experience
AIG Life and Retirement April 2013 - Present
AIG SunAmerica 2002 - Present
SunAmerica April 2010 - March 2013
Polaris Software Lba January 2000 - July 2004
AIG Systems Solutions Ltd. 2004 - 2004
Kumaran Systems Private Limited September 1998 - December 1999
Asoft Group June 1996 - July 1998
Education
Madurai Kamaraj University 1994 — 1996
M.Sc, Computer Science
AIG Life and Retirement April 2013 - Present
AIG SunAmerica 2002 - Present
SunAmerica April 2010 - March 2013
Polaris Software Lba January 2000 - July 2004
AIG Systems Solutions Ltd. 2004 - 2004
Kumaran Systems Private Limited September 1998 - December 1999
Asoft Group June 1996 - July 1998
Education
Madurai Kamaraj University 1994 — 1996
M.Sc, Computer Science
Chris Okeke's SunAmerica Experience February 2007 - Present
Job AVP at SunAmerica
Industry Financial Services
Experience
SunAmerica February 2007 - Present
Fidelity Investments January 2005 - February 2007
Price Waterhouse Coopers March 2004 - January 2005
Fidelity Investments July 1995 - March 2004
Skills
Alternative Investments, Asset Management, Business Analysis, Equities, Financial Services, Fixed Income, Hedge Funds, Mutual Funds, Risk Management, Securities, Series 63, Series 7, Financial Analysis, Investments
Education
Boston University Questrom School of Business 2000 — 2002
MBA, Finance
Certified Public Accountant
CPA
University of Massachusetts Boston
BS, Accounting
SunAmerica February 2007 - Present
Fidelity Investments January 2005 - February 2007
Price Waterhouse Coopers March 2004 - January 2005
Fidelity Investments July 1995 - March 2004
Skills
Alternative Investments, Asset Management, Business Analysis, Equities, Financial Services, Fixed Income, Hedge Funds, Mutual Funds, Risk Management, Securities, Series 63, Series 7, Financial Analysis, Investments
Education
Boston University Questrom School of Business 2000 — 2002
MBA, Finance
Certified Public Accountant
CPA
University of Massachusetts Boston
BS, Accounting
Jeremy Fromholz's SunAmerica Experience March 2011 - Present
Job Divisional Vice President
Industry Financial Services
Experience
AIG March 2014 - Present
AIG Financial Distributors March 2014 - Present
SunAmerica March 2011 - Present
ING DIRECT, fsb March 2003 - March 2011
Skills
Retail Banking, Commercial Banking, Banking, Mortgage Lending, Financial Analysis, Investments, Finance, Insurance, Wholesale, Sales Presentations, Series 63, California Life and..., Series 6, Financial Advisory, Fixed Annuities, Sales, Variable Annuities, Management, Retirement Planning, Marketing, Business Development
Education
Michigan State University 1998 — 2002
Bachelor of Arts (BA), Finance
AIG March 2014 - Present
AIG Financial Distributors March 2014 - Present
SunAmerica March 2011 - Present
ING DIRECT, fsb March 2003 - March 2011
Skills
Retail Banking, Commercial Banking, Banking, Mortgage Lending, Financial Analysis, Investments, Finance, Insurance, Wholesale, Sales Presentations, Series 63, California Life and..., Series 6, Financial Advisory, Fixed Annuities, Sales, Variable Annuities, Management, Retirement Planning, Marketing, Business Development
Education
Michigan State University 1998 — 2002
Bachelor of Arts (BA), Finance
Kevin Bowens's SunAmerica Experience 2003 - 2005
Job Vice President at SunAmerica
Industry Financial Services
Experience
AIG January 2005 - Present
SunAmerica 2003 - 2005
SunAmerica 2000 - 2003
Transamerica 1998 - 2000
Education
George Mason University 1994 — 1997
MBA
Virginia Polytechnic Institute and State University 1987 — 1992
BA
AIG January 2005 - Present
SunAmerica 2003 - 2005
SunAmerica 2000 - 2003
Transamerica 1998 - 2000
Education
George Mason University 1994 — 1997
MBA
Virginia Polytechnic Institute and State University 1987 — 1992
BA
Ravivarman Balaiyan's SunAmerica Experience October 2007 - Present
Job Analyst at SunAmerica
Industry Financial Services
Experience
SunAmerica October 2007 - Present
Tata Consultancy Services December 2005 - Present
ALICO Japan February 2006 - October 2007
Skills
Annuities, SQL, Mainframe
Education
Anna University 2001 — 2005
BE, Electronics & Communication
National Higher Sec School, Mannargudi, Tamilnadu, India 1994 — 2001
SunAmerica October 2007 - Present
Tata Consultancy Services December 2005 - Present
ALICO Japan February 2006 - October 2007
Skills
Annuities, SQL, Mainframe
Education
Anna University 2001 — 2005
BE, Electronics & Communication
National Higher Sec School, Mannargudi, Tamilnadu, India 1994 — 2001
Lucas Hrh's SunAmerica Experience June 2007 - June 2010
Job Office Clerk at KKR LP
Industry Insurance
Experience
KKR April 2012 - Present
CVS Caremark Corporation March 2012 - November 2012
Clock Financial June 2010 - February 2012
SunAmerica June 2007 - June 2010
Education
California State University- Channel Islands
In progress, Business Administration, Management and Operations, Junior
Moorpark College
KKR April 2012 - Present
CVS Caremark Corporation March 2012 - November 2012
Clock Financial June 2010 - February 2012
SunAmerica June 2007 - June 2010
Education
California State University- Channel Islands
In progress, Business Administration, Management and Operations, Junior
Moorpark College
Wayne Borkin's SunAmerica Experience January 2005 - Present
Job
Industry Accounting
Experience
SunAmerica January 2005 - Present
Farmers Insurance January 1995 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, SAP, Blackline, Tracker, Accounting, Auditing, Tax, Insurance, Financial Reporting, Accounts Payable, Management
Education
CSUN
Bachelor of Science (BS), Accounting
The American College
Chartered Life Underwriter
SunAmerica January 2005 - Present
Farmers Insurance January 1995 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, SAP, Blackline, Tracker, Accounting, Auditing, Tax, Insurance, Financial Reporting, Accounts Payable, Management
Education
CSUN
Bachelor of Science (BS), Accounting
The American College
Chartered Life Underwriter
Rajiv Thanaratnam's SunAmerica Experience 1989 - 2000
Job Accounting Manager at Advanced Bionics
Industry Medical Devices
Experience
Advanced Bionics 2001 - Present
SunAmerica 1989 - 2000
Education
California State University-Los Angeles
Accounting, Accouting / Finance
Advanced Bionics 2001 - Present
SunAmerica 1989 - 2000
Education
California State University-Los Angeles
Accounting, Accouting / Finance
Archie Doswell's SunAmerica Experience 1976 - 1989
Job Financial Services
Industry Financial Services
Experience
The AmeriHealth Mercy Family of Companies 2007 - 2010
ILONA Financial Group 1998 - 2002
Anthem 1990 - 1995
SunAmerica 1976 - 1989
Skills
Process Improvement, Medicaid, Insurance, HIPAA, Healthcare
Education
Morgan State University 1968 — 1972
BA, Political Science
The AmeriHealth Mercy Family of Companies 2007 - 2010
ILONA Financial Group 1998 - 2002
Anthem 1990 - 1995
SunAmerica 1976 - 1989
Skills
Process Improvement, Medicaid, Insurance, HIPAA, Healthcare
Education
Morgan State University 1968 — 1972
BA, Political Science
Nancy Tillman's SunAmerica Experience September 2000 - Present
Job VP Marketing at SunAmerica
Industry Financial Services
Experience
SunAmerica September 2000 - Present
Pacific Life May 1998 - September 2000
Home Savings of America 1992 - 1998
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Series 7, Marketing, Series 63
Education
Baldwin-Wallace College 1986 — 1988
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Maryland College Park 1973 — 1976
Bachelor's degree, Psychology
SunAmerica September 2000 - Present
Pacific Life May 1998 - September 2000
Home Savings of America 1992 - 1998
Skills
Retirement Planning, Mutual Funds, Fixed Annuities, Series 7, Marketing, Series 63
Education
Baldwin-Wallace College 1986 — 1988
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Maryland College Park 1973 — 1976
Bachelor's degree, Psychology
Genevieve Chu's SunAmerica Experience June 1989 - July 2004
Job Finance Manager AEG ThemeSTAR
Industry Entertainment
Experience
AEG July 2009 - Present
Hilton Hotels Corporation July 2004 - July 2009
SunAmerica June 1989 - July 2004
Education
California State University-Northridge
BS, Bus Admin - Acctg Option
AEG July 2009 - Present
Hilton Hotels Corporation July 2004 - July 2009
SunAmerica June 1989 - July 2004
Education
California State University-Northridge
BS, Bus Admin - Acctg Option
Salvatore Cortese's SunAmerica Experience July 2011 - June 2013
Job Staff Accountant at Wiss & Company, LLP
Industry Financial Services
Experience
Wiss & Company, LLP November 2013 - Present
SunAmerica July 2011 - June 2013
Education
Fairfield University 2007 — 2011
Bachelor of Science (BS), Accounting
Wiss & Company, LLP November 2013 - Present
SunAmerica July 2011 - June 2013
Education
Fairfield University 2007 — 2011
Bachelor of Science (BS), Accounting
Thomas Dawes's SunAmerica Experience March 2005 - March 2006
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF January 2015 - Present
Prudential Financial March 2006 - January 2015
SunAmerica March 2005 - March 2006
New York Life Insurance Company July 2003 - October 2004
Great-West Retirement Services February 2000 - June 2003
Skills
401k, Retirement, Series 63, Retirement Planning, Series 6, Mutual Funds, Fixed Annuities, Asset Allocation, Investments, Financial Services, Pensions, IRAs, Investment Advisory, Wealth Management, FINRA, Employee Benefits, Strategic Financial..., Insurance, Asset Management, Relationship Management, Portfolio Management, Securities
Education
San Diego State University-California State University 1996 — 1999
BS, Business with and Emphasis in Financial Services
Moorpark College 1993 — 1996
TIAA-CREF January 2015 - Present
Prudential Financial March 2006 - January 2015
SunAmerica March 2005 - March 2006
New York Life Insurance Company July 2003 - October 2004
Great-West Retirement Services February 2000 - June 2003
Skills
401k, Retirement, Series 63, Retirement Planning, Series 6, Mutual Funds, Fixed Annuities, Asset Allocation, Investments, Financial Services, Pensions, IRAs, Investment Advisory, Wealth Management, FINRA, Employee Benefits, Strategic Financial..., Insurance, Asset Management, Relationship Management, Portfolio Management, Securities
Education
San Diego State University-California State University 1996 — 1999
BS, Business with and Emphasis in Financial Services
Moorpark College 1993 — 1996
Andy Faucette's SunAmerica Experience 1997 - 2002
Job LTC Regional Director at Pacific Life
Industry Insurance
Experience
Pacific Life March 2015 - Present
Prudential Financial March 2012 - March 2015
Prudential Financial March 2008 - February 2012
Wells Fargo 2004 - 2008
SunAmerica 1997 - 2002
Education
Elon University - Martha and Spencer Love School of Business
Master of Business Administration (MBA)
NC State University
Bachelor of Science (B.S.)
Williams High School - Burlington, NC
Pacific Life March 2015 - Present
Prudential Financial March 2012 - March 2015
Prudential Financial March 2008 - February 2012
Wells Fargo 2004 - 2008
SunAmerica 1997 - 2002
Education
Elon University - Martha and Spencer Love School of Business
Master of Business Administration (MBA)
NC State University
Bachelor of Science (B.S.)
Williams High School - Burlington, NC
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO