SunAmerica Retirement Markets
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SunAmerica Retirement Markets Employees
Employee
Years
Job
Industry
Ed Millington Ed Millington's SunAmerica Retirement Markets Experience September 2013 - August 2014
Job Regional Director, Michigan and Indiana at SEI
Industry Financial Services
Experience
SEI January 2015 - Present
SunAmerica Retirement Markets September 2013 - August 2014
MetLife Investors October 2003 - September 2013
Transamerica 2000 - 2003
Education
Olivet College 1992 — 1996
Bachelor's degree, Business Administration and Management, General
SEI January 2015 - Present
SunAmerica Retirement Markets September 2013 - August 2014
MetLife Investors October 2003 - September 2013
Transamerica 2000 - 2003
Education
Olivet College 1992 — 1996
Bachelor's degree, Business Administration and Management, General
Christopher Symonds Christopher Symonds's SunAmerica Retirement Markets Experience September 2004 - January 2006
Job R&D S&E Computer Science at Sandia National Laboratories
Industry Computer Software
Experience
Sandia National Laboratories May 2015 - Present
Sandia National Laboratories May 2014 - May 2015
Diodes Inc November 2007 - January 2013
SunAmerica Retirement Markets September 2004 - January 2006
The Smith-Kettlewell Eye Research Institute October 2002 - October 2003
Finali Corporation October 2000 - May 2002
Skills
Software Design, Software Development, Software Engineering, Java, C++, C#, C, MySQL, Python, Artificial Intelligence, Simulations, Computer Science, User Interface Design, User Interface, Windows, Linux, Mac OS, Unity3D, PHP, HTML, Photoshop, General Awesomeness, Marketing Communications, Process Improvement, Microsoft Office, Visual Basic, VHDL, Testing, Image Processing
Education
The University of New Mexico 2013 — 2015
Master’s Degree, Computer Science, 4.14
San Francisco State University 1998 — 2001
Bachelor of Arts (BA), Cinematography and Film/Video Production
Sandia National Laboratories May 2015 - Present
Sandia National Laboratories May 2014 - May 2015
Diodes Inc November 2007 - January 2013
SunAmerica Retirement Markets September 2004 - January 2006
The Smith-Kettlewell Eye Research Institute October 2002 - October 2003
Finali Corporation October 2000 - May 2002
Skills
Software Design, Software Development, Software Engineering, Java, C++, C#, C, MySQL, Python, Artificial Intelligence, Simulations, Computer Science, User Interface Design, User Interface, Windows, Linux, Mac OS, Unity3D, PHP, HTML, Photoshop, General Awesomeness, Marketing Communications, Process Improvement, Microsoft Office, Visual Basic, VHDL, Testing, Image Processing
Education
The University of New Mexico 2013 — 2015
Master’s Degree, Computer Science, 4.14
San Francisco State University 1998 — 2001
Bachelor of Arts (BA), Cinematography and Film/Video Production
Richard Mandac Richard Mandac's SunAmerica Retirement Markets Experience September 2005 - August 2009
Job
Industry
Experience
Perr&Knight March 2015 - Present
SunAmerica Retirement Markets September 2005 - August 2009
US Army Reserves January 2005 - January 2008
California Army National Guard February 2003 - November 2004
United States Army July 1999 - July 2002
Skills
Military, Retirement Planning, Microsoft Office, Leadership, Management
Education
California State University-Los Angeles 2012 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
Perr&Knight March 2015 - Present
SunAmerica Retirement Markets September 2005 - August 2009
US Army Reserves January 2005 - January 2008
California Army National Guard February 2003 - November 2004
United States Army July 1999 - July 2002
Skills
Military, Retirement Planning, Microsoft Office, Leadership, Management
Education
California State University-Los Angeles 2012 — 2014
Bachelor of Business Administration (BBA), Business Administration and Management, General
David Fischer David Fischer's SunAmerica Retirement Markets Experience 2010 - 2011
Job Senior Regional Marketing Director at Putnam Investments
Industry Financial Services
Experience
Putnam Investments April 2011 - Present
SunAmerica Retirement Markets 2010 - 2011
Genworth Financial 2007 - 2010
Merrill Lynch May 2004 - December 2007
Skills
Financial Advisory, Wealth Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Investment Advisory, Fixed Income, Series 7, Separately Managed..., Strategic Financial..., Investment Strategies, Equities, Series 65, Series 63, Series 6, Retirement, Portfolio Management, FINRA, ETFs, Investment Management, Public Speaking, Territory Management, Sales Growth, Presenter, Portfolio Optimization, Communication Skills, Business Development, Consultative Sales..., Financial Markets, Sales Presentations
Education
University of Michigan 2002 — 2004
Bachelor of Arts (BA), Economics
Northwestern University 1987 — 1989
Music/Economics
Lahser High School
Putnam Investments April 2011 - Present
SunAmerica Retirement Markets 2010 - 2011
Genworth Financial 2007 - 2010
Merrill Lynch May 2004 - December 2007
Skills
Financial Advisory, Wealth Management, Investments, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Investment Advisory, Fixed Income, Series 7, Separately Managed..., Strategic Financial..., Investment Strategies, Equities, Series 65, Series 63, Series 6, Retirement, Portfolio Management, FINRA, ETFs, Investment Management, Public Speaking, Territory Management, Sales Growth, Presenter, Portfolio Optimization, Communication Skills, Business Development, Consultative Sales..., Financial Markets, Sales Presentations
Education
University of Michigan 2002 — 2004
Bachelor of Arts (BA), Economics
Northwestern University 1987 — 1989
Music/Economics
Lahser High School
G.C. Lewis, CFP® G.C. Lewis, CFP®'s SunAmerica Retirement Markets Experience September 2005 - March 2013
Job Managing Partner at Lewis and Monroe Wealth Management
Industry Financial Services
Experience
Lewis and Monroe Wealth Management March 2013 - Present
SunAmerica Retirement Markets September 2005 - March 2013
Transamerica Capital, Inc September 2003 - September 2005
Transamerica Capital, Inc. February 2002 - September 2003
Skills
Investments, Strategy, Business Strategy, Portfolio Management, Strategic Financial..., Management, Investment Strategies, Competitive Analysis, Strategic Planning, Business Planning, Retirement Planning, Wealth Management, Mutual Funds, Fixed Annuities, Insurance, Retirement, Series 7, Finance, Series 63, Asset Management, Financial Planning
Education
University of Georgia - Terry College of Business 2013 — 2014
The Certificate in Financial Planning, Financial Planning and Services
Auburn University 1996 — 2000
Bachelor of Science, Marketing
Lewis and Monroe Wealth Management March 2013 - Present
SunAmerica Retirement Markets September 2005 - March 2013
Transamerica Capital, Inc September 2003 - September 2005
Transamerica Capital, Inc. February 2002 - September 2003
Skills
Investments, Strategy, Business Strategy, Portfolio Management, Strategic Financial..., Management, Investment Strategies, Competitive Analysis, Strategic Planning, Business Planning, Retirement Planning, Wealth Management, Mutual Funds, Fixed Annuities, Insurance, Retirement, Series 7, Finance, Series 63, Asset Management, Financial Planning
Education
University of Georgia - Terry College of Business 2013 — 2014
The Certificate in Financial Planning, Financial Planning and Services
Auburn University 1996 — 2000
Bachelor of Science, Marketing
Simeon Hernandez Simeon Hernandez's SunAmerica Retirement Markets Experience February 2006 - July 2009
Job SVP, National Sales Manager at Forethought Annuities
Industry Financial Services
Experience
Forethought Annuities November 2012 - Present
SOS4Success November 2006 - Present
The Hartford March 2012 - October 2012
Sun Life Financial July 2011 - March 2012
Sun Life Financial March 2010 - June 2011
Pacific Life July 2009 - February 2010
SunAmerica Retirement Markets February 2006 - July 2009
ABN AMRO January 2003 - February 2006
ABN AMRO July 1999 - January 2003
Skills
Series 7, Retirement Planning, Series 63, Series 24, Certified Professional..., Licensed for Life and..., Certified for Long-Term..., Licensing, Long Term Care Insurance, Business Development, FINRA, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Management, Mutual Funds, Sales, Sales Operations, Sales Process, Series 6, Start-ups, Strategic Partnerships, Training
Education
Loyola University of Chicago 1987 — 1991
Bachelor in Business Administration, Marketing
Forethought Annuities November 2012 - Present
SOS4Success November 2006 - Present
The Hartford March 2012 - October 2012
Sun Life Financial July 2011 - March 2012
Sun Life Financial March 2010 - June 2011
Pacific Life July 2009 - February 2010
SunAmerica Retirement Markets February 2006 - July 2009
ABN AMRO January 2003 - February 2006
ABN AMRO July 1999 - January 2003
Skills
Series 7, Retirement Planning, Series 63, Series 24, Certified Professional..., Licensed for Life and..., Certified for Long-Term..., Licensing, Long Term Care Insurance, Business Development, FINRA, Financial Advisory, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Management, Mutual Funds, Sales, Sales Operations, Sales Process, Series 6, Start-ups, Strategic Partnerships, Training
Education
Loyola University of Chicago 1987 — 1991
Bachelor in Business Administration, Marketing
Wen-jung Ho Wen-jung Ho's SunAmerica Retirement Markets Experience December 1998 - January 2002
Job Director, International Pricing Actuary at Transamerica
Industry Insurance
Experience
Transamerica May 2005 - Present
Pacific Life January 2002 - May 2005
SunAmerica Retirement Markets December 1998 - January 2002
WellPoint March 1996 - December 1998
Skills
Microsoft Office, New Business Development, Microsoft Word, Research, Microsoft Excel, Strategic Planning, Customer Service, PowerPoint, Actuarial Science, FSA, Insurance, Pricing, ALM, Risk Management, Solvency II, Fixed Annuities, Financial Modeling, Financial Risk, Financial Services, Reinsurance, Investments, Life Insurance
Education
University of Nebraska-Lincoln 1986 — 1987
Master of Arts (M.A.), Actuarial Science
University of Nebraska-Lincoln 1984 — 1986
Master of Arts (M.A.), Chemical Engineering
Transamerica May 2005 - Present
Pacific Life January 2002 - May 2005
SunAmerica Retirement Markets December 1998 - January 2002
WellPoint March 1996 - December 1998
Skills
Microsoft Office, New Business Development, Microsoft Word, Research, Microsoft Excel, Strategic Planning, Customer Service, PowerPoint, Actuarial Science, FSA, Insurance, Pricing, ALM, Risk Management, Solvency II, Fixed Annuities, Financial Modeling, Financial Risk, Financial Services, Reinsurance, Investments, Life Insurance
Education
University of Nebraska-Lincoln 1986 — 1987
Master of Arts (M.A.), Actuarial Science
University of Nebraska-Lincoln 1984 — 1986
Master of Arts (M.A.), Chemical Engineering
Brandon Dunn Brandon Dunn's SunAmerica Retirement Markets Experience June 2010 - September 2010
Job Student at University of MinnesotaDuluth
Industry Marketing and Advertising
Experience
UPS August 2014 - Present
Jump and Jam Activity Center May 2013 - August 2013
Best Buy October 2012 - May 2013
Spirit Mountain November 2011 - April 2012
Plymouth Boys Soccer Association January 2010 - January 2012
SunAmerica Retirement Markets June 2010 - September 2010
Wayzata Boys Basketball Association October 2009 - May 2010
Countryside Café August 2007 - May 2008
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Xbox 360, PS3, Wii, Moodle, Fitness Industry, Fitness Training, Fitness Instruction, Marketing, Sports, Customer Satisfaction, Data Entry, Microsoft Office, Facebook, Networking, OS X, Social Networking, Google Docs, Public Speaking, Volunteering
Education
University of Minnesota-Duluth 2010 — 2014
Marketing
Wayzata High School 2006 — 2010
Diploma, Marketing
UPS August 2014 - Present
Jump and Jam Activity Center May 2013 - August 2013
Best Buy October 2012 - May 2013
Spirit Mountain November 2011 - April 2012
Plymouth Boys Soccer Association January 2010 - January 2012
SunAmerica Retirement Markets June 2010 - September 2010
Wayzata Boys Basketball Association October 2009 - May 2010
Countryside Café August 2007 - May 2008
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Xbox 360, PS3, Wii, Moodle, Fitness Industry, Fitness Training, Fitness Instruction, Marketing, Sports, Customer Satisfaction, Data Entry, Microsoft Office, Facebook, Networking, OS X, Social Networking, Google Docs, Public Speaking, Volunteering
Education
University of Minnesota-Duluth 2010 — 2014
Marketing
Wayzata High School 2006 — 2010
Diploma, Marketing
Jeremiah Batla Jeremiah Batla's SunAmerica Retirement Markets Experience October 2013 - February 2015
Job Divisional Vice President LA, Vegas, Hawaii
Industry Financial Services
Experience
AIG February 2015 - Present
SunAmerica Retirement Markets October 2013 - February 2015
Franklin Square Capital Partners April 2012 - October 2013
Jackson National Life June 2004 - April 2012
Putnam Investments June 2003 - June 2004
Skills
Fixed Annuities, Series 7, Series 63, Insurance, Mutual Funds, New Business Development, Marketing Strategy, Retirement Planning, Alternative Investments, Investments, Retirement, Asset Allocation, Series 6, Investment Strategies, Life Insurance, Variable Annuities, Finance, Securities, IRAs, Disability Insurance, Term Life Insurance, Life, Long Term Care Insurance, Health Insurance, Wholesale, Long-term Care, Sales, Financial Services, Marketing
Education
St. Edward's University 2001 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Episcopal High School 1995 — 1998
High School Degree, Business Administration and Management, General
AIG February 2015 - Present
SunAmerica Retirement Markets October 2013 - February 2015
Franklin Square Capital Partners April 2012 - October 2013
Jackson National Life June 2004 - April 2012
Putnam Investments June 2003 - June 2004
Skills
Fixed Annuities, Series 7, Series 63, Insurance, Mutual Funds, New Business Development, Marketing Strategy, Retirement Planning, Alternative Investments, Investments, Retirement, Asset Allocation, Series 6, Investment Strategies, Life Insurance, Variable Annuities, Finance, Securities, IRAs, Disability Insurance, Term Life Insurance, Life, Long Term Care Insurance, Health Insurance, Wholesale, Long-term Care, Sales, Financial Services, Marketing
Education
St. Edward's University 2001 — 2003
Bachelor of Science (BS), Business Administration and Management, General
Episcopal High School 1995 — 1998
High School Degree, Business Administration and Management, General
Joshua Strause Joshua Strause's SunAmerica Retirement Markets Experience January 2010 - February 2012
Job Internal wholesaler for Sammons
Industry Financial Services
Experience
Sammons Financial Group Member Companies May 2014 - Present
ING January 2013 - May 2014
SunAmerica Retirement Markets January 2010 - February 2012
SunAmerica February 2008 - February 2009
John Hancock Life Insurance Company (U.S.A.) December 2005 - December 2007
Skills
401k, Fixed Annuities, Retirement, Insurance, Mutual Funds, Series 7, REIT, Variable Annuities, Building Relationships, Investments, Marketing
Education
University of Central Arkansas 1999 — 2005
Bachelors, International Business/Trade/Commerce
Sammons Financial Group Member Companies May 2014 - Present
ING January 2013 - May 2014
SunAmerica Retirement Markets January 2010 - February 2012
SunAmerica February 2008 - February 2009
John Hancock Life Insurance Company (U.S.A.) December 2005 - December 2007
Skills
401k, Fixed Annuities, Retirement, Insurance, Mutual Funds, Series 7, REIT, Variable Annuities, Building Relationships, Investments, Marketing
Education
University of Central Arkansas 1999 — 2005
Bachelors, International Business/Trade/Commerce
Mike Stumpf Mike Stumpf's SunAmerica Retirement Markets Experience July 2007 - August 2012
Job Senior Annuity Marketing Product Specialist at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. August 2012 - Present
SunAmerica Retirement Markets July 2007 - August 2012
SunAmerica Retirement Markets June 2005 - July 2007
Skills
Fixed Annuities, Variable Annuities, Indexed Annuities, Strategic Financial..., Sales, Presentations, Relationship Management, Microsoft Office, Marketing, Project Management, Training, Teaching, DDI Certified, Management, Wealth Management, Series 63, Series 6, Retirement Planning, Retirement, Mutual Funds, Investments, Insurance, Financial Services, Event Planning, Customer Service, 401k, Salesforce.com
Education
Southwest Missouri State University 1999 — 2001
Bachelor of Science, Finance
Stifel Financial Corp. August 2012 - Present
SunAmerica Retirement Markets July 2007 - August 2012
SunAmerica Retirement Markets June 2005 - July 2007
Skills
Fixed Annuities, Variable Annuities, Indexed Annuities, Strategic Financial..., Sales, Presentations, Relationship Management, Microsoft Office, Marketing, Project Management, Training, Teaching, DDI Certified, Management, Wealth Management, Series 63, Series 6, Retirement Planning, Retirement, Mutual Funds, Investments, Insurance, Financial Services, Event Planning, Customer Service, 401k, Salesforce.com
Education
Southwest Missouri State University 1999 — 2001
Bachelor of Science, Finance
Logan Taunton Logan Taunton's SunAmerica Retirement Markets Experience 2004 - 2007
Job Regional Sales Director at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners July 2013 - Present
Asset One, LLC./Girard Securities September 2010 - June 2013
Sun Life Financial March 2009 - August 2010
AXA Distributors August 2007 - November 2008
SunAmerica Retirement Markets 2004 - 2007
Skills
Series 6, Fixed Annuities, Series 63, Variable Annuities, Mutual Funds, Series 7, Retirement Planning, Retirement, 401k, Investments, Separately Managed..., Wealth Management, Alternative Investments, Insurance, Long-term Care
Education
Louisiana Tech University 1993 — 1997
Bachelor of Science, Business Management
Franklin Square Capital Partners July 2013 - Present
Asset One, LLC./Girard Securities September 2010 - June 2013
Sun Life Financial March 2009 - August 2010
AXA Distributors August 2007 - November 2008
SunAmerica Retirement Markets 2004 - 2007
Skills
Series 6, Fixed Annuities, Series 63, Variable Annuities, Mutual Funds, Series 7, Retirement Planning, Retirement, 401k, Investments, Separately Managed..., Wealth Management, Alternative Investments, Insurance, Long-term Care
Education
Louisiana Tech University 1993 — 1997
Bachelor of Science, Business Management
Laura Bailine Laura Bailine's SunAmerica Retirement Markets Experience June 1998 - November 2001
Job Supervisor at Ascensus
Industry Financial Services
Experience
Ascensus January 2013 - Present
Ascensus June 2003 - December 2012
Overture January 2002 - April 2003
SunAmerica Retirement Markets June 1998 - November 2001
Skills
401k, Account Management, Banking, CRM, Call Centers, Customer Service, Mutual Funds, Relationship Management, Retirement Planning, Sales, Insurance, Salesforce.com, Process Improvement, Retirement, Employee Benefits
Education
University of Delaware 1992 — 1996
Bachelor of Arts (BA), Foreign Languages and Literatures, General
Alexis I. DuPont High School
Ascensus January 2013 - Present
Ascensus June 2003 - December 2012
Overture January 2002 - April 2003
SunAmerica Retirement Markets June 1998 - November 2001
Skills
401k, Account Management, Banking, CRM, Call Centers, Customer Service, Mutual Funds, Relationship Management, Retirement Planning, Sales, Insurance, Salesforce.com, Process Improvement, Retirement, Employee Benefits
Education
University of Delaware 1992 — 1996
Bachelor of Arts (BA), Foreign Languages and Literatures, General
Alexis I. DuPont High School
Michael Symonds Michael Symonds's SunAmerica Retirement Markets Experience September 2004 - October 2005
Job Administrative Assistant at Mills College
Industry Higher Education
Experience
Mills College April 2011 - Present
Micheal's Company September 2006 - January 2011
SunAmerica Retirement Markets September 2004 - October 2005
Skills
Office Administration, Invoicing, Photoshop, Mac, Adobe Creative Suite, Final Cut Pro, Purchasing, Programming, java, Python, Data Management, PC, Microsoft Office, Staff Management, Technical Support, Travel Arrangements, Expense Reports, Reports, Acting, Home Theater, Photography, General Awesomeness
Education
Mills College 2012 — 2015
Post-Baccalaureate Certificate, Computer Science
San Francisco State University 1998 — 2001
Bachelor of Arts (BA), Cinematography and Film/Video Production
Mills College April 2011 - Present
Micheal's Company September 2006 - January 2011
SunAmerica Retirement Markets September 2004 - October 2005
Skills
Office Administration, Invoicing, Photoshop, Mac, Adobe Creative Suite, Final Cut Pro, Purchasing, Programming, java, Python, Data Management, PC, Microsoft Office, Staff Management, Technical Support, Travel Arrangements, Expense Reports, Reports, Acting, Home Theater, Photography, General Awesomeness
Education
Mills College 2012 — 2015
Post-Baccalaureate Certificate, Computer Science
San Francisco State University 1998 — 2001
Bachelor of Arts (BA), Cinematography and Film/Video Production
Femi Akinola's SunAmerica Retirement Markets Experience February 2008 - October 2009
Job Tax Professional Self Employed
Industry Accounting
Experience
Harvest Time Enterprises January 2010 - Present
SunAmerica Retirement Markets February 2008 - October 2009
The Walt Disney Company October 2007 - January 2008
SiTV October 2007 - October 2007
Countrywide May 2007 - August 2007
Milam, Knecht and Warner June 2006 - April 2007
IHOP April 2006 - May 2006
Fox Entertainment Group January 2006 - March 2006
Wipfli LLP October 2004 - November 2005
Ernst & Young February 2001 - October 2004
Skills
Accounting, Tax, QuickBooks, Corporate Tax, Account Reconciliation, Tax Returns, Tax Preparation, Finance, CPA, Financial Analysis, Financial Statements, Small Business, Bookkeeping, Corporate Finance, Bank Reconciliation, General Ledger, Financial Accounting, Forecasting, Tax Accounting, Fixed Assets, Income Tax, Accounts Payable, Tax Provision, Microsoft Excel, Cash Reconciliation, Analysis, Depreciation, Spreadsheets, Tax Advisory
Education
California State University-Northridge 2011 — 2018
MS, Taxation
University of the Nations, Kona Hawaii 2012 — 2013
Certificate, Bible/Biblical Studies
Indiana State University - Scott College of Business 1990 — 1992
Masters, Business Adminstration
Indiana State University 1986 — 1992
MBA, Accounting
Harvest Time Enterprises January 2010 - Present
SunAmerica Retirement Markets February 2008 - October 2009
The Walt Disney Company October 2007 - January 2008
SiTV October 2007 - October 2007
Countrywide May 2007 - August 2007
Milam, Knecht and Warner June 2006 - April 2007
IHOP April 2006 - May 2006
Fox Entertainment Group January 2006 - March 2006
Wipfli LLP October 2004 - November 2005
Ernst & Young February 2001 - October 2004
Skills
Accounting, Tax, QuickBooks, Corporate Tax, Account Reconciliation, Tax Returns, Tax Preparation, Finance, CPA, Financial Analysis, Financial Statements, Small Business, Bookkeeping, Corporate Finance, Bank Reconciliation, General Ledger, Financial Accounting, Forecasting, Tax Accounting, Fixed Assets, Income Tax, Accounts Payable, Tax Provision, Microsoft Excel, Cash Reconciliation, Analysis, Depreciation, Spreadsheets, Tax Advisory
Education
California State University-Northridge 2011 — 2018
MS, Taxation
University of the Nations, Kona Hawaii 2012 — 2013
Certificate, Bible/Biblical Studies
Indiana State University - Scott College of Business 1990 — 1992
Masters, Business Adminstration
Indiana State University 1986 — 1992
MBA, Accounting
Lillian Jazeb's SunAmerica Retirement Markets Experience December 2003 - January 2010
Job Virtual Regional Sales Director at Transamerica Life & Protection
Industry Financial Services
Experience
Transamerica Life & Protection December 2011 - Present
Table Bay Financial Network June 2010 - November 2010
SunAmerica Retirement Markets December 2003 - January 2010
WM Financial Services June 2002 - December 2003
Washington Mutual Bank November 1999 - June 2002
Skills
Series 7, Series 63, Financial Services, Fixed Annuities, Series 6, Retirement Planning, 401k, Sales, Insurance, Life Insurance, Investments, Customer Service, Retirement, Mutual Funds, Separately Managed..., Strategic Financial..., FINRA, Finance, Sales Management, Public Speaking, Leadership, Strategic Planning, Account Management, Annuities, Financial Planning, Customer Relations, Team Building, Coaching, Creative Problem Solving, Time Management, Microsoft Office, Project Management, Innovation, Challenge Driven, Success Driven, Variable Annuities, New Business Development, Organizational..., Team Leadership, Marketing, Social Networking, Negotiation, Business Strategy, Training, Youth Mentoring, Banking, B2B, Change Management, Product Development, Cross-functional Team...
Education
California State University-Northridge 1999 — 2002
Bachelors, History
Transamerica Life & Protection December 2011 - Present
Table Bay Financial Network June 2010 - November 2010
SunAmerica Retirement Markets December 2003 - January 2010
WM Financial Services June 2002 - December 2003
Washington Mutual Bank November 1999 - June 2002
Skills
Series 7, Series 63, Financial Services, Fixed Annuities, Series 6, Retirement Planning, 401k, Sales, Insurance, Life Insurance, Investments, Customer Service, Retirement, Mutual Funds, Separately Managed..., Strategic Financial..., FINRA, Finance, Sales Management, Public Speaking, Leadership, Strategic Planning, Account Management, Annuities, Financial Planning, Customer Relations, Team Building, Coaching, Creative Problem Solving, Time Management, Microsoft Office, Project Management, Innovation, Challenge Driven, Success Driven, Variable Annuities, New Business Development, Organizational..., Team Leadership, Marketing, Social Networking, Negotiation, Business Strategy, Training, Youth Mentoring, Banking, B2B, Change Management, Product Development, Cross-functional Team...
Education
California State University-Northridge 1999 — 2002
Bachelors, History
Hanna Long Hanna Long's SunAmerica Retirement Markets Experience December 2013 - Present
Job Assistant Manager Internal Sales at AIG Annuity
Industry Insurance
Experience
AIG Annuity April 2015 - Present
SunAmerica Retirement Markets December 2013 - Present
Western National November 1999 - May 2012
Skills
Fixed Annuities, Life Insurance, Insurance, Series 63, Whole Life, Long-term Care, Mutual Funds, Series 7, Retirement Planning, Health Insurance, Financial Services, Securities, Employee Benefits, Series 6, Sales Management, New Business Development, Account Management, Variable Annuities, Sales, Customer Retention
Education
University of Houston-Clear Lake 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Houston 1993 — 1998
Bachelor of Arts (B.A.), Communication Sciences and Disorders, General
AIG Annuity April 2015 - Present
SunAmerica Retirement Markets December 2013 - Present
Western National November 1999 - May 2012
Skills
Fixed Annuities, Life Insurance, Insurance, Series 63, Whole Life, Long-term Care, Mutual Funds, Series 7, Retirement Planning, Health Insurance, Financial Services, Securities, Employee Benefits, Series 6, Sales Management, New Business Development, Account Management, Variable Annuities, Sales, Customer Retention
Education
University of Houston-Clear Lake 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
University of Houston 1993 — 1998
Bachelor of Arts (B.A.), Communication Sciences and Disorders, General
Richard Salerno's SunAmerica Retirement Markets Experience January 1997 - September 2001
Job
Industry Financial Services
Experience
North American Company for Life and Health Insurance February 2014 - Present
The Guardian Life Insurance Company of America December 2012 - February 2014
Crump Life Insurance Services April 2003 - November 2012
SunAmerica Retirement Markets January 1997 - September 2001
Skills
Business Development, Marketing, Training, Financial Services, Recruiting, Brokerage, Strategic Planning, Management, Life Insurance, Fixed Annuities, Variable Annuities, Territory Management, Insurance, Strategy, New Business Development, Sales, Sales Management, Brokers, Whole Life, Term Life Insurance, Retirement Planning, Finance, Account Management, Universal Life, Team Building, Sales Presentations
Education
Westminster College, Gore School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance
State University of New York at Albany 1992 — 1996
Bachelor's Degree, Economics
North American Company for Life and Health Insurance February 2014 - Present
The Guardian Life Insurance Company of America December 2012 - February 2014
Crump Life Insurance Services April 2003 - November 2012
SunAmerica Retirement Markets January 1997 - September 2001
Skills
Business Development, Marketing, Training, Financial Services, Recruiting, Brokerage, Strategic Planning, Management, Life Insurance, Fixed Annuities, Variable Annuities, Territory Management, Insurance, Strategy, New Business Development, Sales, Sales Management, Brokers, Whole Life, Term Life Insurance, Retirement Planning, Finance, Account Management, Universal Life, Team Building, Sales Presentations
Education
Westminster College, Gore School of Business 2006 — 2008
Master of Business Administration (M.B.A.), Finance
State University of New York at Albany 1992 — 1996
Bachelor's Degree, Economics
Anita Twitchell's SunAmerica Retirement Markets Experience October 2006 - December 2012
Job R&D Administrative Assistant at MegaMex Foods
Industry Financial Services
Experience
MegaMex Foods March 2014 - Present
MegaMex Foods through Office Team September 2013 - Present
Sunamerica Retirement Markets October 2006 - December 2012
American Fidelity February 2004 - August 2006
Razor USA LLC October 2000 - January 2004
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Sales, Outlook, Customer Service, Project Management, Public Speaking, Training, Data Entry, 10 Key, Typing, Windows, Data Analysis, Technical Support, First Aid, Proofreading, Procedure Manuals, Concur, Microsoft Publisher, Administrative..., General Administrative..., Executive Administrative, Editing, Transcription, Sewing, Pattern Drafting, Sales Management, Process Improvement, Quality Assurance, Pattern, Employee Benefits, Time Management, Access, Variable Annuities, Insurance, Marketing, Marketing Strategy, Marketing Communications, Siebel, Lotus Notes, Administrative Functions, Series 6, 401k, Administration, Administrative...
Education
Leuzinger High School 1987 — 1989
High School Diploma
Golden West College
MegaMex Foods March 2014 - Present
MegaMex Foods through Office Team September 2013 - Present
Sunamerica Retirement Markets October 2006 - December 2012
American Fidelity February 2004 - August 2006
Razor USA LLC October 2000 - January 2004
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Sales, Outlook, Customer Service, Project Management, Public Speaking, Training, Data Entry, 10 Key, Typing, Windows, Data Analysis, Technical Support, First Aid, Proofreading, Procedure Manuals, Concur, Microsoft Publisher, Administrative..., General Administrative..., Executive Administrative, Editing, Transcription, Sewing, Pattern Drafting, Sales Management, Process Improvement, Quality Assurance, Pattern, Employee Benefits, Time Management, Access, Variable Annuities, Insurance, Marketing, Marketing Strategy, Marketing Communications, Siebel, Lotus Notes, Administrative Functions, Series 6, 401k, Administration, Administrative...
Education
Leuzinger High School 1987 — 1989
High School Diploma
Golden West College
Ashanti Johnson Ashanti Johnson's SunAmerica Retirement Markets Experience October 2005 - January 2014
Job Client Service Specialist, The Rawlings Company
Industry Insurance
Experience
The Rawlings Group January 2014 - Present
SunAmerica Retirement Markets October 2005 - January 2014
21st Century Insurance November 2004 - October 2005
Bank of America April 2002 - November 2004
Skills
Microsoft Office, Outlook, Document Review, Claims Resolution, Organized with Strong..., Claims Handling, Result Oriented, Problem Solving, Multitasking Skills, Organization &..., Written & Verbal..., Flexible to Change, Outstanding..., Healthcare Management, Close Attention to..., SAP, Building Relationships, Committed to..., Accountability, Variable Annuities, Keen Listener, Customer Service, Diplomacy, Positive Can-do Attitude, Always Punctual, High level of initiative, Payments, Property & Casualty..., Credit Cards, Banking, Patient Support, Call Centers, Communication Skills, Timely Decision Making, Easily Adaptable, Goal Oriented, Team-oriented, Financial Analysis, Insurance, Healthcare, Administrative Work
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Health/Health Care Administration/Management
University of Phoenix 2008 — 2010
Associate of Arts (AA), Health/Health Care Administration/Management
LA Fellows
The Rawlings Group January 2014 - Present
SunAmerica Retirement Markets October 2005 - January 2014
21st Century Insurance November 2004 - October 2005
Bank of America April 2002 - November 2004
Skills
Microsoft Office, Outlook, Document Review, Claims Resolution, Organized with Strong..., Claims Handling, Result Oriented, Problem Solving, Multitasking Skills, Organization &..., Written & Verbal..., Flexible to Change, Outstanding..., Healthcare Management, Close Attention to..., SAP, Building Relationships, Committed to..., Accountability, Variable Annuities, Keen Listener, Customer Service, Diplomacy, Positive Can-do Attitude, Always Punctual, High level of initiative, Payments, Property & Casualty..., Credit Cards, Banking, Patient Support, Call Centers, Communication Skills, Timely Decision Making, Easily Adaptable, Goal Oriented, Team-oriented, Financial Analysis, Insurance, Healthcare, Administrative Work
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Health/Health Care Administration/Management
University of Phoenix 2008 — 2010
Associate of Arts (AA), Health/Health Care Administration/Management
LA Fellows
Tim Whitmore's SunAmerica Retirement Markets Experience 1995 - 2001
Job Director of Business Development, GWG
Industry Financial Services
Experience
None September 2015 - Present
Independent broker January 2014 - Present
Maricopa County Sheriff's Office April 2012 - Present
GWG Life September 2014 - September 2015
Strategic Funding Group, LLC December 2010 - December 2013
Succession Capital Alliance June 2007 - December 2010
Pacific Life February 2006 - June 2007
Pacific Life Insurance Company 2004 - 2006
MetLife 2001 - 2003
SunAmerica Retirement Markets 1995 - 2001
Skills
Health Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Employee Benefits, Term Life Insurance, Retirement, Whole Life, Estate Planning, Wealth, Wealth Accumulation, Asset Protection, High Net Worth..., Succession Planning, Estate Tax Planning, Trusts, Financial Planners, Strategic Financial..., Small Business, Investment Advisory, Alternative Investments, Funding, Financial Services, Investments, Life Insurance, Wealth Management, Financial Planning, IRAs, Insurance, Sales, Financial Advisory, Series 7, Management, Retirement Planning
Education
CSUN 1991 — 1993
University of La Verne
BS, Business
None September 2015 - Present
Independent broker January 2014 - Present
Maricopa County Sheriff's Office April 2012 - Present
GWG Life September 2014 - September 2015
Strategic Funding Group, LLC December 2010 - December 2013
Succession Capital Alliance June 2007 - December 2010
Pacific Life February 2006 - June 2007
Pacific Life Insurance Company 2004 - 2006
MetLife 2001 - 2003
SunAmerica Retirement Markets 1995 - 2001
Skills
Health Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Employee Benefits, Term Life Insurance, Retirement, Whole Life, Estate Planning, Wealth, Wealth Accumulation, Asset Protection, High Net Worth..., Succession Planning, Estate Tax Planning, Trusts, Financial Planners, Strategic Financial..., Small Business, Investment Advisory, Alternative Investments, Funding, Financial Services, Investments, Life Insurance, Wealth Management, Financial Planning, IRAs, Insurance, Sales, Financial Advisory, Series 7, Management, Retirement Planning
Education
CSUN 1991 — 1993
University of La Verne
BS, Business
Lisa Ho's SunAmerica Retirement Markets Experience July 2010 - July 2011
Job Data and Reporting Assurance at PwC
Industry Financial Services
Experience
PriceWaterhouseCoopers July 2011 - Present
SunAmerica Retirement Markets July 2010 - July 2011
Skills
Data Analysis, Risk Assessment, Financial Analysis, Microsoft SQL Server, Auditing, Risk Management
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts (B.A.), Linguistics and Computer Science
PriceWaterhouseCoopers July 2011 - Present
SunAmerica Retirement Markets July 2010 - July 2011
Skills
Data Analysis, Risk Assessment, Financial Analysis, Microsoft SQL Server, Auditing, Risk Management
Education
University of California, Los Angeles 2006 — 2010
Bachelor of Arts (B.A.), Linguistics and Computer Science
Suzanne Cloutier Suzanne Cloutier's SunAmerica Retirement Markets Experience 2000 - 2002
Job IT Purchasing Manager at Edison Material Supply (Southern California Edison)
Industry Information Technology and Services
Experience
Edison Material Supply (Southern California Edison) August 2009 - Present
Lennar Corporation 2005 - 2009
MGM Studios 2004 - 2005
Ticketmaster Inc. 2002 - 2004
SunAmerica Retirement Markets 2000 - 2002
El Camino Resources 2000 - 2000
Glendale College Bookstore 1995 - 2000
Skills
Procurement, Contract Negotiation, Negotiation, SAP, Problem Solving, Purchasing, IT Management, IT Operations, Sourcing, Strategic Sourcing, Sourcing & Procurement, Global Sourcing, Product Sourcing, Deal Sourcing, Purchasing Management, Purchase Agreements, Purchasing Strategy, Purchasing Negotiations, JD Edwards, Great Plains Software, Vendor Management, Vendor Relations, Pricing Negotiation, Supplier Negotiations, Software Procurement, Project Management, ERP, Supply Management, Supplier Negotiation, Operations Management, Leadership, Analysis, Strategy, Process Improvement, Pricing Strategy, Purchase Management, Supply Chain Management, Supply Chain, Budgets, Business Process..., Team Leadership, Program Management, Management, SharePoint, Forecasting, Integration, Strategic Planning, Mergers & Acquisitions
Education
Woodbury University 1998 — 2000
B.S., Business Administration and Management
Glendale Community College, Glendale, CA 1992 — 1998
Associate’s Degree, Business Administration
Edison Material Supply (Southern California Edison) August 2009 - Present
Lennar Corporation 2005 - 2009
MGM Studios 2004 - 2005
Ticketmaster Inc. 2002 - 2004
SunAmerica Retirement Markets 2000 - 2002
El Camino Resources 2000 - 2000
Glendale College Bookstore 1995 - 2000
Skills
Procurement, Contract Negotiation, Negotiation, SAP, Problem Solving, Purchasing, IT Management, IT Operations, Sourcing, Strategic Sourcing, Sourcing & Procurement, Global Sourcing, Product Sourcing, Deal Sourcing, Purchasing Management, Purchase Agreements, Purchasing Strategy, Purchasing Negotiations, JD Edwards, Great Plains Software, Vendor Management, Vendor Relations, Pricing Negotiation, Supplier Negotiations, Software Procurement, Project Management, ERP, Supply Management, Supplier Negotiation, Operations Management, Leadership, Analysis, Strategy, Process Improvement, Pricing Strategy, Purchase Management, Supply Chain Management, Supply Chain, Budgets, Business Process..., Team Leadership, Program Management, Management, SharePoint, Forecasting, Integration, Strategic Planning, Mergers & Acquisitions
Education
Woodbury University 1998 — 2000
B.S., Business Administration and Management
Glendale Community College, Glendale, CA 1992 — 1998
Associate’s Degree, Business Administration
Aaron Lang Aaron Lang's SunAmerica Retirement Markets Experience 2001 - 2003
Job Corporate Transactions Attorney at Bryan Cave LLP
Industry Law Practice
Experience
Bryan Cave LLP 2009 - Present
Bernstein Litowitz Berger & Grossmann LLP June 2007 - August 2007
PricewaterhouseCoopers LLP August 2004 - August 2006
SunAmerica Retirement Markets 2001 - 2003
Skills
Mergers & Acquisitions, Corporate Law, Private Equity, Corporate Governance, Securities Regulation, CPA
Education
New York University School of Law 2006 — 2009
Doctor of Law (J.D.), Law
University of California, Los Angeles 2000 — 2004
Bachelor's degree, Business Economics / Accounting
Milken
Bryan Cave LLP 2009 - Present
Bernstein Litowitz Berger & Grossmann LLP June 2007 - August 2007
PricewaterhouseCoopers LLP August 2004 - August 2006
SunAmerica Retirement Markets 2001 - 2003
Skills
Mergers & Acquisitions, Corporate Law, Private Equity, Corporate Governance, Securities Regulation, CPA
Education
New York University School of Law 2006 — 2009
Doctor of Law (J.D.), Law
University of California, Los Angeles 2000 — 2004
Bachelor's degree, Business Economics / Accounting
Milken
Michael Tony Tredo's SunAmerica Retirement Markets Experience December 2006 - Present
Job Financial Product Sales / Chief Petty Officer U.S. Coast Guard Reserve
Industry Financial Services
Experience
SunAmerica Retirement Markets December 2006 - Present
U.S. Coast Guard May 1995 - Present
Jim Beam Brands July 2001 - November 2006
Skills
Public Speaking, Team Leadership, Leadership Development, Team Building, Leadership, Management, Strategic Planning, Process Improvement, Budgets, Organizational..., Project Planning, Program Management, Policy, Government, Training
Education
University of Washington 1999 — 2001
Bachelor of Science (BS), Political Science and Government
Shoreline Community College 1995 — 1998
Associate of Arts and Sciences (AAS)
SunAmerica Retirement Markets December 2006 - Present
U.S. Coast Guard May 1995 - Present
Jim Beam Brands July 2001 - November 2006
Skills
Public Speaking, Team Leadership, Leadership Development, Team Building, Leadership, Management, Strategic Planning, Process Improvement, Budgets, Organizational..., Project Planning, Program Management, Policy, Government, Training
Education
University of Washington 1999 — 2001
Bachelor of Science (BS), Political Science and Government
Shoreline Community College 1995 — 1998
Associate of Arts and Sciences (AAS)
Gregg DiGeronimo Gregg DiGeronimo's SunAmerica Retirement Markets Experience March 2010 - May 2011
Job National Sales Manager at Key Investment Services, LLC
Industry Investment Management
Experience
Key Investment Services December 2013 - Present
FirstMerit May 2011 - December 2013
SunAmerica Retirement Markets March 2010 - May 2011
AmTrust Investment and Insurance Companies August 2005 - March 2010
Huntington Investment Company February 2001 - August 2005
Chase Manhattan Corporation November 1988 - February 2001
Skills
Wealth Management, Annuities, Series 7, Financial Advisory, Retirement Planning, Retail Banking, Retirement, Banking, Cross Selling, Investments, Sales Management, Financial Planning, Profitability, Long Term Care, Insurance, Sales Process, Compliance, Strategic Planning, Financial Management, Selling, Retail, Strategic Financial..., Fixed Annuities, Long-term Care, Management, Strategy
Education
University of Cincinnati College of Business 1983 — 1987
Bachlor, Business
Key Investment Services December 2013 - Present
FirstMerit May 2011 - December 2013
SunAmerica Retirement Markets March 2010 - May 2011
AmTrust Investment and Insurance Companies August 2005 - March 2010
Huntington Investment Company February 2001 - August 2005
Chase Manhattan Corporation November 1988 - February 2001
Skills
Wealth Management, Annuities, Series 7, Financial Advisory, Retirement Planning, Retail Banking, Retirement, Banking, Cross Selling, Investments, Sales Management, Financial Planning, Profitability, Long Term Care, Insurance, Sales Process, Compliance, Strategic Planning, Financial Management, Selling, Retail, Strategic Financial..., Fixed Annuities, Long-term Care, Management, Strategy
Education
University of Cincinnati College of Business 1983 — 1987
Bachlor, Business
David Ponchak's SunAmerica Retirement Markets Experience October 2012 - July 2013
Job AVP, Investment Product Managment Retirement Solutions & Bank/Trust Platform at PNC
Industry Financial Services
Experience
PNC March 2015 - Present
PNC July 2013 - February 2015
SunAmerica Retirement Markets October 2012 - July 2013
SunAmerica Retirement Markets August 2010 - October 2012
SunAmerica Retirement Markets April 2008 - August 2010
Army National Guard December 2003 - December 2009
Bridgestone Firestone North American Tire August 2007 - October 2007
AIG Financial / The Householder Group January 2007 - May 2007
Skills
Product Management, Project Management, Competitive Intelligence, Market Research, Cognos, Financial Analysis, Forecasting, Budgeting, Corporate Finance, Strategic Planning, Competitive Analysis, Microsoft Office 2007, Presentations, Product Training, Budgets, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
Master of Business Administration, Finance
John Carroll University 2002 — 2007
Bachelor of Arts, Economics
PNC March 2015 - Present
PNC July 2013 - February 2015
SunAmerica Retirement Markets October 2012 - July 2013
SunAmerica Retirement Markets August 2010 - October 2012
SunAmerica Retirement Markets April 2008 - August 2010
Army National Guard December 2003 - December 2009
Bridgestone Firestone North American Tire August 2007 - October 2007
AIG Financial / The Householder Group January 2007 - May 2007
Skills
Product Management, Project Management, Competitive Intelligence, Market Research, Cognos, Financial Analysis, Forecasting, Budgeting, Corporate Finance, Strategic Planning, Competitive Analysis, Microsoft Office 2007, Presentations, Product Training, Budgets, Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
Master of Business Administration, Finance
John Carroll University 2002 — 2007
Bachelor of Arts, Economics
Marnie Alexis Friedman Stiglitz's SunAmerica Retirement Markets Experience June 2002 - October 2005
Job
Industry Financial Services
Experience
Transamerica August 2011 - February 2014
Transamerica May 2007 - August 2011
Transamerica October 2005 - May 2007
SunAmerica Retirement Markets June 2002 - October 2005
AXA Financial August 1999 - May 2002
Skills
Solvency II, Actuaries, Actuarial Science, Financial Advisory, Reinsurance, Risk Management, Insurance, Public Speaking, Product Development, Analysis, Economic Capital, Leadership, Strategic Planning, Microsoft Office
Education
Harvard University 1995 — 1999
AB, cum laude
The American College 2010 — 2011
Master's of Science in Financial Services
Transamerica August 2011 - February 2014
Transamerica May 2007 - August 2011
Transamerica October 2005 - May 2007
SunAmerica Retirement Markets June 2002 - October 2005
AXA Financial August 1999 - May 2002
Skills
Solvency II, Actuaries, Actuarial Science, Financial Advisory, Reinsurance, Risk Management, Insurance, Public Speaking, Product Development, Analysis, Economic Capital, Leadership, Strategic Planning, Microsoft Office
Education
Harvard University 1995 — 1999
AB, cum laude
The American College 2010 — 2011
Master's of Science in Financial Services
James McGruder's SunAmerica Retirement Markets Experience 2003 - Present
Job VP Product Management Support AIG
Industry Insurance
Experience
SunAmerica October 2003 - Present
SunAmerica Retirement Markets, Inc. 2003 - Present
SunAmerica Retirement Markets 2003 - Present
AIG SunAmerica 2003 - Present
Transamerica 1997 - 2003
Skills
Investments, Series 7, Mutual Funds, Series 63, Product Management, Project Management, Risk Management, Financial Services, Retirement Planning, Series 6, Marketing, Fixed Annuities, Sales, Management
Education
University of La Verne 1999 — 2002
MBA, Executive Management
University of Redlands 1995 — 1998
B.S., Business and Management
SunAmerica October 2003 - Present
SunAmerica Retirement Markets, Inc. 2003 - Present
SunAmerica Retirement Markets 2003 - Present
AIG SunAmerica 2003 - Present
Transamerica 1997 - 2003
Skills
Investments, Series 7, Mutual Funds, Series 63, Product Management, Project Management, Risk Management, Financial Services, Retirement Planning, Series 6, Marketing, Fixed Annuities, Sales, Management
Education
University of La Verne 1999 — 2002
MBA, Executive Management
University of Redlands 1995 — 1998
B.S., Business and Management
Chris Dellinger, CLTC's SunAmerica Retirement Markets Experience January 1999 - April 2001
Job Buying Life Insurance has never been easier. Get covered in minutes
Industry Financial Services
Experience
NoExam.com November 2014 - Present
Apexpartnerslife January 2014 - Present
National Insurance Brokerage August 2007 - January 2014
Dempsey and Associate April 2001 - August 2007
SunAmerica Retirement Markets January 1999 - April 2001
Skills
Fixed Annuities, Variable Annuities, Life Insurance, Wholesale, Banking, Portfolio Management, Investment Banking, Risk Management, Fixed Income, Investments, Equities, Financial Analysis, Derivatives, Asset Management, Trading, Wealth Management, Mutual Funds, Retirement Planning, Insurance, Disability Insurance, Brokers, Retirement, IRAs, Long-term Care, Term Life Insurance
Education
Texas State University-San Marcos 1995 — 1996
Health and Fitness Mgt
Central Piedmont Community College 1989 — 1991
NoExam.com November 2014 - Present
Apexpartnerslife January 2014 - Present
National Insurance Brokerage August 2007 - January 2014
Dempsey and Associate April 2001 - August 2007
SunAmerica Retirement Markets January 1999 - April 2001
Skills
Fixed Annuities, Variable Annuities, Life Insurance, Wholesale, Banking, Portfolio Management, Investment Banking, Risk Management, Fixed Income, Investments, Equities, Financial Analysis, Derivatives, Asset Management, Trading, Wealth Management, Mutual Funds, Retirement Planning, Insurance, Disability Insurance, Brokers, Retirement, IRAs, Long-term Care, Term Life Insurance
Education
Texas State University-San Marcos 1995 — 1996
Health and Fitness Mgt
Central Piedmont Community College 1989 — 1991
Sabrina Krug's SunAmerica Retirement Markets Experience November 1999 - March 2005
Job Lead Business Consultant at Kaiser Permanente
Industry Insurance
Experience
Kaiser Permanente March 2015 - Present
Kaiser Foundation Health Plan October 2011 - March 2015
Kaiser Foundation Health Plan February 2008 - October 2011
Kaiser Foundation Health Plan May 2005 - February 2008
SunAmerica Retirement Markets November 1999 - March 2005
Skills
Account Management, Medicare, Health Insurance, Employee Benefits, Managed Care, Healthcare, Territory Management, Event Planning, Recruiting, Salesforce.com, Program Management, Data Analysis, Access, Leadership, Healthcare Industry, HIPAA, Healthcare Information..., Sales Operations, Management, Hospitals, Team Building, Process Improvement, Strategic Planning
Education
Arizona State University 1990 — 1995
BA, Social Work
Kaiser Permanente March 2015 - Present
Kaiser Foundation Health Plan October 2011 - March 2015
Kaiser Foundation Health Plan February 2008 - October 2011
Kaiser Foundation Health Plan May 2005 - February 2008
SunAmerica Retirement Markets November 1999 - March 2005
Skills
Account Management, Medicare, Health Insurance, Employee Benefits, Managed Care, Healthcare, Territory Management, Event Planning, Recruiting, Salesforce.com, Program Management, Data Analysis, Access, Leadership, Healthcare Industry, HIPAA, Healthcare Information..., Sales Operations, Management, Hospitals, Team Building, Process Improvement, Strategic Planning
Education
Arizona State University 1990 — 1995
BA, Social Work
Linh Ha's SunAmerica Retirement Markets Experience April 2006 - December 2010
Job Compensation and Equity Analyst at Health Net
Industry Financial Services
Experience
Health Net March 2014 - Present
Health Net December 2010 - Present
SunAmerica Retirement Markets April 2006 - December 2010
Simi Valley Hospital June 2005 - April 2006
Target June 2004 - February 2005
Education
CSUN 2011 — 2013
MBA, Business Administration and Management, General
California State University-Northridge 2000 — 2004
BS, Business Administration and Management, Human Resources
World at Work
Health Net March 2014 - Present
Health Net December 2010 - Present
SunAmerica Retirement Markets April 2006 - December 2010
Simi Valley Hospital June 2005 - April 2006
Target June 2004 - February 2005
Education
CSUN 2011 — 2013
MBA, Business Administration and Management, General
California State University-Northridge 2000 — 2004
BS, Business Administration and Management, Human Resources
World at Work
Robert Scheinerman's SunAmerica Retirement Markets Experience 2003 - December 2013
Job President, Individual Retirement at AIG
Industry Financial Services
Experience
AIG June 2015 - Present
AIG January 2014 - June 2015
AIG Life and Retirement April 2012 - December 2013
SunAmerica Retirement Markets 2003 - December 2013
VeraVest Investments Inc 2002 - 2003
Allmerica Financial 2000 - 2003
Keyport Life Insurance Company 1992 - 2000
Counsel of Economic Advisers, Executive Office of the President 1988 - 1989
Skills
Series 7, Mutual Funds, Insurance, Series 63, Investments, Asset Allocation
Education
Harvard University 1986 — 1989
A.M., Economics
Brown University 1982 — 1986
Sc.B., Applied Mathematics-Economics
AIG June 2015 - Present
AIG January 2014 - June 2015
AIG Life and Retirement April 2012 - December 2013
SunAmerica Retirement Markets 2003 - December 2013
VeraVest Investments Inc 2002 - 2003
Allmerica Financial 2000 - 2003
Keyport Life Insurance Company 1992 - 2000
Counsel of Economic Advisers, Executive Office of the President 1988 - 1989
Skills
Series 7, Mutual Funds, Insurance, Series 63, Investments, Asset Allocation
Education
Harvard University 1986 — 1989
A.M., Economics
Brown University 1982 — 1986
Sc.B., Applied Mathematics-Economics
Chris Palladino, CFP®'s SunAmerica Retirement Markets Experience September 2006 - Present
Job Senior Regional Marketing Specialist
Industry Financial Services
Experience
SunAmerica Retirement Markets September 2006 - Present
Washington Mutual Bank April 2004 - August 2006
Skills
Mutual Funds, Series 63, Fixed Annuities, Series 6, Retirement Planning, Investments, Retirement, Wealth Management, Securities, Asset Allocation, Alternative Investments
Education
University of California, Los Angeles 2012 — 2013
Personal Financial Planning Certificate, CFP Designation
Syracuse University 1996 — 2000
Bachelor of Arts (BA), Economics
SunAmerica Retirement Markets September 2006 - Present
Washington Mutual Bank April 2004 - August 2006
Skills
Mutual Funds, Series 63, Fixed Annuities, Series 6, Retirement Planning, Investments, Retirement, Wealth Management, Securities, Asset Allocation, Alternative Investments
Education
University of California, Los Angeles 2012 — 2013
Personal Financial Planning Certificate, CFP Designation
Syracuse University 1996 — 2000
Bachelor of Arts (BA), Economics
Hal Rose, CFP, AIF's SunAmerica Retirement Markets Experience January 1999 - July 2010
Job President, 401kDIRECT, LLC
Industry Financial Services
Experience
401kDIRECT, LLC January 2015 - Present
PAI August 2011 - November 2012
ExpertPlan July 2010 - August 2011
SunAmerica Retirement Markets January 1999 - July 2010
Wall Street Access 1990 - 1995
Skills
401k, Series 63, Mutual Funds, Retirement Planning, Series 7, Retirement, Series 6, Wealth Management, Financial Services, Investments, Relationship Management, Defined Benefit, Pensions, Finance, ERISA, Retirement Plan..., Series 24
Education
Franklin Pierce University
BA, Business
401kDIRECT, LLC January 2015 - Present
PAI August 2011 - November 2012
ExpertPlan July 2010 - August 2011
SunAmerica Retirement Markets January 1999 - July 2010
Wall Street Access 1990 - 1995
Skills
401k, Series 63, Mutual Funds, Retirement Planning, Series 7, Retirement, Series 6, Wealth Management, Financial Services, Investments, Relationship Management, Defined Benefit, Pensions, Finance, ERISA, Retirement Plan..., Series 24
Education
Franklin Pierce University
BA, Business
Jeff Chase's SunAmerica Retirement Markets Experience October 2007 - January 2010
Job Director of Applications
Industry Information Technology and Services
Experience
AIG Retirement Services February 2010 - Present
SunAmerica Retirement Markets October 2007 - January 2010
SunAmerica Retirement Markets June 2003 - September 2007
SunAmerica Retirement Markets June 2002 - June 2003
SunAmerica Retirement Markets January 2000 - June 2002
Omnikron August 1996 - January 2000
Financial Indemnity Company January 1995 - August 1996
Pratt Whitney Rocketdyne January 1987 - January 1995
Skills
Vendor Management, IT Strategy, SDLC, Requirements Analysis, Lean IT, Workflow Applications, Document Imaging, IVR, Workforce Management, Content Managed Websites, Web Design, Web Development, Web Applications, Web Services, Business Process..., Project Management, Business Analysis
Education
California State University-Northridge 1981 — 1985
BS, Computer Science
California State University-Northridge
Bachelor of Science (B.S.), Computer Science
AIG Retirement Services February 2010 - Present
SunAmerica Retirement Markets October 2007 - January 2010
SunAmerica Retirement Markets June 2003 - September 2007
SunAmerica Retirement Markets June 2002 - June 2003
SunAmerica Retirement Markets January 2000 - June 2002
Omnikron August 1996 - January 2000
Financial Indemnity Company January 1995 - August 1996
Pratt Whitney Rocketdyne January 1987 - January 1995
Skills
Vendor Management, IT Strategy, SDLC, Requirements Analysis, Lean IT, Workflow Applications, Document Imaging, IVR, Workforce Management, Content Managed Websites, Web Design, Web Development, Web Applications, Web Services, Business Process..., Project Management, Business Analysis
Education
California State University-Northridge 1981 — 1985
BS, Computer Science
California State University-Northridge
Bachelor of Science (B.S.), Computer Science
David Sprague's SunAmerica Retirement Markets Experience January 2000 - January 2002
Job Managing Director Annuity & Life Insurance Sales
Industry Financial Services
Experience
Charles Schwab December 2012 - Present
Red Rocks Capital, LLC November 2009 - August 2012
Jackson National Life October 2008 - December 2009
Curian Capital/Subsidiary Jackson National December 2007 - December 2008
Jackson National Life August 2003 - December 2007
SunAmerica Retirement Markets January 2000 - January 2002
Putnam Investments January 1996 - January 2000
Skills
Wealth Management, Strategy, Series 7, CRM, New Business Development, Sales Management, Separately Managed..., Retirement, Series 6
Education
California State University-Sacramento
Double Bachelors, Finance/Communications Studies
Charles Schwab December 2012 - Present
Red Rocks Capital, LLC November 2009 - August 2012
Jackson National Life October 2008 - December 2009
Curian Capital/Subsidiary Jackson National December 2007 - December 2008
Jackson National Life August 2003 - December 2007
SunAmerica Retirement Markets January 2000 - January 2002
Putnam Investments January 1996 - January 2000
Skills
Wealth Management, Strategy, Series 7, CRM, New Business Development, Sales Management, Separately Managed..., Retirement, Series 6
Education
California State University-Sacramento
Double Bachelors, Finance/Communications Studies
Raoul Alexander's SunAmerica Retirement Markets Experience August 2003 - September 2006
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
Harris Kates's SunAmerica Retirement Markets Experience October 1998 - July 2002
Job Regional Marketing Specialist at SunAmerica Mutual Funds
Industry Financial Services
Experience
SunAmerica Mutual Funds September 2002 - Present
SunAmerica Retirement Markets October 1998 - July 2002
j2 Global Communications June 1997 - June 1998
Skills
Mutual Funds, Sales, Marketing, Training, Strategic Financial..., Financial Services, Insurance, Banking, Call Center, Finance, Series 63
Education
Cornell University 1992 — 1996
B.S., Business Management and Marketing
SunAmerica Mutual Funds September 2002 - Present
SunAmerica Retirement Markets October 1998 - July 2002
j2 Global Communications June 1997 - June 1998
Skills
Mutual Funds, Sales, Marketing, Training, Strategic Financial..., Financial Services, Insurance, Banking, Call Center, Finance, Series 63
Education
Cornell University 1992 — 1996
B.S., Business Management and Marketing
Brian Petri's SunAmerica Retirement Markets Experience January 2015 - Present
Job AIG Consumer Insurance
Industry Insurance
Experience
SunAmerica Retirement Markets January 2015 - Present
The Guardian Life Insurance Company of America October 2012 - January 2015
The Guardian Life Insurance Company of America 2010 - October 2012
AXA Equitable April 2005 - May 2009
UBS January 2001 - April 2005
UBS January 1998 - December 2000
Skills
Fixed Annuities, Marketing Strategy, Marketing, Variable Annuities, Series 6, Creative Writing, Project Management, Life Insurance, Fixed Income Strategies, Annuity Sales, Creative Direction, IRAs, Insurance, Marketing Management, New Business Development, Product Development, Product Marketing, Program Management, Retirement, Sales, Strategic Planning
Education
University of Phoenix 2002 — 2007
Bachelor's degree, Business Administration
SunAmerica Retirement Markets January 2015 - Present
The Guardian Life Insurance Company of America October 2012 - January 2015
The Guardian Life Insurance Company of America 2010 - October 2012
AXA Equitable April 2005 - May 2009
UBS January 2001 - April 2005
UBS January 1998 - December 2000
Skills
Fixed Annuities, Marketing Strategy, Marketing, Variable Annuities, Series 6, Creative Writing, Project Management, Life Insurance, Fixed Income Strategies, Annuity Sales, Creative Direction, IRAs, Insurance, Marketing Management, New Business Development, Product Development, Product Marketing, Program Management, Retirement, Sales, Strategic Planning
Education
University of Phoenix 2002 — 2007
Bachelor's degree, Business Administration
Les Longhini's SunAmerica Retirement Markets Experience 2000 - Present
Job Team Leader at AIG SunAmerica
Industry Financial Services
Experience
AIG SunAmerica Internal Sales Team LeaderSunAmerica2007 - Present
SunAmerica Retirement Markets 2000 - Present
Education
University of California, Los Angeles 1993 — 1998
B.A., Psychology
AIG SunAmerica Internal Sales Team LeaderSunAmerica2007 - Present
SunAmerica Retirement Markets 2000 - Present
Education
University of California, Los Angeles 1993 — 1998
B.A., Psychology
Jason Goehring's SunAmerica Retirement Markets Experience November 2013 - Present
Job Divisional Vice President, AIG
Industry Financial Services
Experience
SunAmerica Retirement Markets November 2013 - Present
AXA Equitable March 2013 - November 2013
Henderson Global Investors September 2009 - June 2012
PLANCO May 1999 - July 2009
The Copeland Companies / Travelers Group January 1997 - May 1999
Skills
Marketing, Mutual Funds, Retirement, Retirement Planning, Series 63, Alternative Investments, Asset Allocation, Fixed Annuities, Insurance
Education
UCLA 1987 — 1992
Bachelor of Science (BS), Economics
SunAmerica Retirement Markets November 2013 - Present
AXA Equitable March 2013 - November 2013
Henderson Global Investors September 2009 - June 2012
PLANCO May 1999 - July 2009
The Copeland Companies / Travelers Group January 1997 - May 1999
Skills
Marketing, Mutual Funds, Retirement, Retirement Planning, Series 63, Alternative Investments, Asset Allocation, Fixed Annuities, Insurance
Education
UCLA 1987 — 1992
Bachelor of Science (BS), Economics
Tracie Thompson's SunAmerica Retirement Markets Experience August 1996 - March 1999
Job Assistant Vice President Complex Risk Officer at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley December 2014 - Present
National Planning Corporation (NPC) March 2013 - December 2014
National Planning Corporation (NPC) May 2011 - March 2013
Morgan Stanley Smith Barney January 2007 - April 2010
Smith Barney Citigroup August 1999 - January 2007
SunAmerica Retirement Markets August 1996 - March 1999
Skills
Public Speaking, Asset Managment, Mutual Funds, Financial Analysis, Investments, Accounting, Marketing, Portfolio Management, Project Management, Sales
Education
Loyola Marymount University 2009 — 2013
Masters in Counseling, School of Education
California State University-Dominguez Hills 2001 — 2003
Bachelor of Arts (BA), Political Science / minor: Public Administration
Morgan Stanley December 2014 - Present
National Planning Corporation (NPC) March 2013 - December 2014
National Planning Corporation (NPC) May 2011 - March 2013
Morgan Stanley Smith Barney January 2007 - April 2010
Smith Barney Citigroup August 1999 - January 2007
SunAmerica Retirement Markets August 1996 - March 1999
Skills
Public Speaking, Asset Managment, Mutual Funds, Financial Analysis, Investments, Accounting, Marketing, Portfolio Management, Project Management, Sales
Education
Loyola Marymount University 2009 — 2013
Masters in Counseling, School of Education
California State University-Dominguez Hills 2001 — 2003
Bachelor of Arts (BA), Political Science / minor: Public Administration
Aaron Pearce, CWS®'s SunAmerica Retirement Markets Experience 2001 - 2007
Job Financial Services Professional | Business Consultant | Practice Management Expert | Manager | Leader | MBA
Industry Financial Services
Experience
Cetera Financial Group May 2015 - Present
First Allied Securities, Inc. Member FINRA/SIPC 2010 - Present
Genworth Financial 2008 - 2009
Curian Capital 2007 - 2007
SunAmerica Retirement Markets 2001 - 2007
CompuWave 2000 - 2000
The Colorworks 1997 - 2000
Education
University of San Diego
MBA, Corporate Finance
San Diego State University-California State University
BS, Business - Management
Cetera Financial Group May 2015 - Present
First Allied Securities, Inc. Member FINRA/SIPC 2010 - Present
Genworth Financial 2008 - 2009
Curian Capital 2007 - 2007
SunAmerica Retirement Markets 2001 - 2007
CompuWave 2000 - 2000
The Colorworks 1997 - 2000
Education
University of San Diego
MBA, Corporate Finance
San Diego State University-California State University
BS, Business - Management
Patrick Espiritu's SunAmerica Retirement Markets Experience January 2007 - November 2008
Job Product Support Representative Level 2
Industry Computer Software
Experience
Vertafore September 2010 - Present
SAGE Publications 2015 - 2015
Dolphin Imaging & Management Solutions November 2008 - September 2010
SunAmerica Retirement Markets January 2007 - November 2008
DSLExtreme November 2006 - May 2008
Skills
Active Directory, Technical Support, Troubleshooting, VPN, Software Documentation, Disaster Recovery, Networking, Hardware, Software Installation, Security, System Deployment, Laptops, Blackberry Enterprise..., Printers, Call Centers, Training, Remote Desktop, Management, Blackberry, Norton Ghost, Terminal Services, Cloud Applications, Data Migration
Education
California Lutheran University 2000 — 2001
Computer Information Systems
Moorpark College 1997 — 2000
G.E., General Education
Vertafore September 2010 - Present
SAGE Publications 2015 - 2015
Dolphin Imaging & Management Solutions November 2008 - September 2010
SunAmerica Retirement Markets January 2007 - November 2008
DSLExtreme November 2006 - May 2008
Skills
Active Directory, Technical Support, Troubleshooting, VPN, Software Documentation, Disaster Recovery, Networking, Hardware, Software Installation, Security, System Deployment, Laptops, Blackberry Enterprise..., Printers, Call Centers, Training, Remote Desktop, Management, Blackberry, Norton Ghost, Terminal Services, Cloud Applications, Data Migration
Education
California Lutheran University 2000 — 2001
Computer Information Systems
Moorpark College 1997 — 2000
G.E., General Education
Rebecca Snider's SunAmerica Retirement Markets Experience September 2005 - April 2012
Job CCO, AIG Capital Services, Inc.
Industry Financial Services
Experience
AIG Capital Services, Inc. April 2012 - Present
SunAmerica Retirement Markets September 2005 - April 2012
LPL Financial June 2003 - September 2005
Skills
Series 7, Series 24, Compliance, Risk Management, Project Management, Broker-Dealer, Marketing
Education
University of Santa Monica 2008 — 2010
Master's degree, Spiritual Psychology
University of Illinois at Urbana-Champaign
Bachelor of Arts (BA), Psychology
AIG Capital Services, Inc. April 2012 - Present
SunAmerica Retirement Markets September 2005 - April 2012
LPL Financial June 2003 - September 2005
Skills
Series 7, Series 24, Compliance, Risk Management, Project Management, Broker-Dealer, Marketing
Education
University of Santa Monica 2008 — 2010
Master's degree, Spiritual Psychology
University of Illinois at Urbana-Champaign
Bachelor of Arts (BA), Psychology
Corey Cain's SunAmerica Retirement Markets Experience September 2013 - January 2014
Job Reservation Sales Agent at Pebble Beach Company
Industry Hospitality
Experience
Pebble Beach Company February 2014 - Present
SunAmerica Retirement Markets September 2013 - January 2014
YMCA of San Diego County September 2011 - July 2013
Skills
Volunteer Management, Customer Service, Leadership, Event Planning, Training, Nonprofits, Fundraising, Public Speaking, Microsoft Office, Event Management
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Arts (B.A.), Major: Communication, Minor: Recreation and Tourism Management
Grossmont College 2009 — 2011
General Education Requirements, Communication
Pebble Beach Company February 2014 - Present
SunAmerica Retirement Markets September 2013 - January 2014
YMCA of San Diego County September 2011 - July 2013
Skills
Volunteer Management, Customer Service, Leadership, Event Planning, Training, Nonprofits, Fundraising, Public Speaking, Microsoft Office, Event Management
Education
San Diego State University-California State University 2011 — 2013
Bachelor of Arts (B.A.), Major: Communication, Minor: Recreation and Tourism Management
Grossmont College 2009 — 2011
General Education Requirements, Communication
Natasha Xavier's SunAmerica Retirement Markets Experience December 2004 - July 2006
Job Senior Operations Analyst at Bank of America
Industry Banking
Experience
Health Net October 2014 - Present
Bank of America October 2010 - November 2013
Bank of America July 2009 - February 2010
Bank of America July 2006 - July 2009
SunAmerica Retirement Markets December 2004 - July 2006
Skills
Financial Reporting, Financial Analysis, Liaison, Meeting Scheduling, Leading Meetings, Project Delivery, Multi Tasking, Meet Deadlines, Customer Service, Financial Services
Education
California State University-Northridge 2001 — 2005
Bachelor's degree, Finance, General
Health Net October 2014 - Present
Bank of America October 2010 - November 2013
Bank of America July 2009 - February 2010
Bank of America July 2006 - July 2009
SunAmerica Retirement Markets December 2004 - July 2006
Skills
Financial Reporting, Financial Analysis, Liaison, Meeting Scheduling, Leading Meetings, Project Delivery, Multi Tasking, Meet Deadlines, Customer Service, Financial Services
Education
California State University-Northridge 2001 — 2005
Bachelor's degree, Finance, General