Symetra Company
Industry: Insurance company
DescriptionSymetra is a United States-based family of companies providing retirement plans, employee benefits, annuities and life insurance through independent distributors nationwide. The main headquarters of the company is located in Bellevue, Washington. Started in 1957, Symetra Financial began as a subsidiary of Safeco. Headquarters: Bellevue, Washington, United States CEO: Margaret A. Meister Number of employees: 1,250 Parent organization: Sumitomo Life Subsidiaries: Symetra Life Insurance Company, SVPs: Christine A. Katzmar Holmes, Joel C. Kneisley
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Symetra Employees
Employee
Years
Job
Industry
Paul Monica Paul Monica's Symetra Experience September 2015 - Present
Job Regional Sales Executive
Industry Insurance
Experience
Symetra September 2015 - Present
Reliance Standard February 2014 - Present
Towers Watson May 2011 - February 2014
Mutual of Omaha January 2005 - May 2011
Skills
Employee Benefits, Health Savings Accounts, Insurance, Disability Insurance, Defined Contribution, Medicare, Health Insurance..., Medicare Part D, Medicare Advantage, Voluntary Employee...
Education
Mary Washington College 2002 — 2004
Business, Business
Lynchburg College 2000 — 2002
Business, Business
Symetra September 2015 - Present
Reliance Standard February 2014 - Present
Towers Watson May 2011 - February 2014
Mutual of Omaha January 2005 - May 2011
Skills
Employee Benefits, Health Savings Accounts, Insurance, Disability Insurance, Defined Contribution, Medicare, Health Insurance..., Medicare Part D, Medicare Advantage, Voluntary Employee...
Education
Mary Washington College 2002 — 2004
Business, Business
Lynchburg College 2000 — 2002
Business, Business
Aparna Roy Aparna Roy's Symetra Experience October 2014 - April 2015
Job Technical Project Manager at Akamai
Industry Information Technology and Services
Experience
Akamai Technologies April 2015 - Present
Symetra October 2014 - April 2015
Symetra Financial May 2012 - October 2014
Ericsson November 2011 - May 2012
Amazon.com August 2011 - November 2011
Capital One Bank October 2009 - August 2011
Penn State University January 2009 - September 2009
KPMG LLP September 2008 - December 2008
HSBC Software Pvt Ltd August 2005 - July 2007
Skills
Project Management, Tableau, Business Analysis, Integration, Software Development, Cross-functional Team..., Risk Management, Databases, Quality Assurance, Requirements Analysis, SDLC, Systems Analysis, Requirements Gathering, Management, Business Requirements, Agile Methodologies
Education
Stanford University 2013 — 2016
Management Science and Engineering Graduate Certificate
Syracuse University 2007 — 2008
Master of Science
Maharashtra Institute of Technology 2001 — 2005
Engineer
St. Mary's school
St. Mary's school
Akamai Technologies April 2015 - Present
Symetra October 2014 - April 2015
Symetra Financial May 2012 - October 2014
Ericsson November 2011 - May 2012
Amazon.com August 2011 - November 2011
Capital One Bank October 2009 - August 2011
Penn State University January 2009 - September 2009
KPMG LLP September 2008 - December 2008
HSBC Software Pvt Ltd August 2005 - July 2007
Skills
Project Management, Tableau, Business Analysis, Integration, Software Development, Cross-functional Team..., Risk Management, Databases, Quality Assurance, Requirements Analysis, SDLC, Systems Analysis, Requirements Gathering, Management, Business Requirements, Agile Methodologies
Education
Stanford University 2013 — 2016
Management Science and Engineering Graduate Certificate
Syracuse University 2007 — 2008
Master of Science
Maharashtra Institute of Technology 2001 — 2005
Engineer
St. Mary's school
St. Mary's school
Widmark Cano's Symetra Experience April 2009 - March 2011
Job VP Investments; Investment Managment Services, Retirement Income Planning & Wealth Protection
Industry Investment Management
Experience
The Mutual Fund Store September 2015 - Present
CFIS - Cano Financial & Insurance Services September 2013 - August 2015
PlanMember Securities Corporation March 2011 - August 2015
Symetra April 2009 - March 2011
MetLife March 2007 - April 2009
Peachtree Settlement Funding May 2007 - September 2008
Peachtree Settlement Funding September 2002 - October 2007
American Express Financial Advisors November 2000 - August 2002
Farnell Financial Services May 1995 - October 2000
TGI Fridays February 1992 - October 1993
Skills
Fixed Annuities, Wealth Management, Investments, Strategic Financial..., Financial Services, Insurance, Mutual Funds, Retirement, 401k, Life Insurance, Investment Advisory, Sales Management, Retirement Planning, Small Business, Life Settlements, Sales, Portfolio Management, Asset Allocation, Investment Banking, Finance, Management, Strategic Planning, Leadership, Securities, Customer Service, Strategy, Investment Strategies, Wealth
Education
Florida International University 1989 — 1991
Bachelor of Science (B.S.), Hospitality Managment
Hialeah High School 1981 — 1984
The Mutual Fund Store September 2015 - Present
CFIS - Cano Financial & Insurance Services September 2013 - August 2015
PlanMember Securities Corporation March 2011 - August 2015
Symetra April 2009 - March 2011
MetLife March 2007 - April 2009
Peachtree Settlement Funding May 2007 - September 2008
Peachtree Settlement Funding September 2002 - October 2007
American Express Financial Advisors November 2000 - August 2002
Farnell Financial Services May 1995 - October 2000
TGI Fridays February 1992 - October 1993
Skills
Fixed Annuities, Wealth Management, Investments, Strategic Financial..., Financial Services, Insurance, Mutual Funds, Retirement, 401k, Life Insurance, Investment Advisory, Sales Management, Retirement Planning, Small Business, Life Settlements, Sales, Portfolio Management, Asset Allocation, Investment Banking, Finance, Management, Strategic Planning, Leadership, Securities, Customer Service, Strategy, Investment Strategies, Wealth
Education
Florida International University 1989 — 1991
Bachelor of Science (B.S.), Hospitality Managment
Hialeah High School 1981 — 1984
Anthony Smith, M.A. Anthony Smith, M.A.'s Symetra Experience September 2013 - December 2013
Job Manager Consultant | Channel Strategy | Surface Hub | Microsoft | Bridge Partners Consulting
Industry Marketing and Advertising
Experience
Bridge Partners Consulting April 2015 - Present
Pressing Onward Consulting November 2013 - Present
Bridge Partners Consulting December 2013 - April 2015
Symetra September 2013 - December 2013
Symetra August 2011 - September 2013
Washington State University April 2010 - May 2011
Washington State University April 2009 - March 2010
Washington State University October 2007 - April 2009
Skills
Organizational..., Strategic Communications, Public Relations, Negotiation, Liaison, Branding & Identity, Research, Event Management, Recruiting, Management, Organizational..., Event Planning, Fundraising, Public Speaking, Social Media, Student Affairs, Time Management, Community Outreach, PowerPoint, Editing, Facebook, Student Development, Higher Education, Organizational..., Leadership Management, Leadership Development, Leadership Initiatives, Leadership Technique, Leadership Studies, Training, Strategic Planning, Outlook, Nonprofits, Coaching, Performance Management, Change Management, Customer Service, Marketing, Budgets, Cross-functional Team..., Administration, CRM, Employee Engagement, Teamwork, Personnel Management, Workshop Facilitation, Employee Relations, Organizational..., Leadership
Education
Fort Hays State University 2011 — 2013
Masters, Organizational Leadership, 3.5 GPA
Washington State University 2007 — 2011
Bachelor of Arts (BA), Political Science, Pre-Law, Minors: English, Math
Bridge Partners Consulting April 2015 - Present
Pressing Onward Consulting November 2013 - Present
Bridge Partners Consulting December 2013 - April 2015
Symetra September 2013 - December 2013
Symetra August 2011 - September 2013
Washington State University April 2010 - May 2011
Washington State University April 2009 - March 2010
Washington State University October 2007 - April 2009
Skills
Organizational..., Strategic Communications, Public Relations, Negotiation, Liaison, Branding & Identity, Research, Event Management, Recruiting, Management, Organizational..., Event Planning, Fundraising, Public Speaking, Social Media, Student Affairs, Time Management, Community Outreach, PowerPoint, Editing, Facebook, Student Development, Higher Education, Organizational..., Leadership Management, Leadership Development, Leadership Initiatives, Leadership Technique, Leadership Studies, Training, Strategic Planning, Outlook, Nonprofits, Coaching, Performance Management, Change Management, Customer Service, Marketing, Budgets, Cross-functional Team..., Administration, CRM, Employee Engagement, Teamwork, Personnel Management, Workshop Facilitation, Employee Relations, Organizational..., Leadership
Education
Fort Hays State University 2011 — 2013
Masters, Organizational Leadership, 3.5 GPA
Washington State University 2007 — 2011
Bachelor of Arts (BA), Political Science, Pre-Law, Minors: English, Math
Mark Davenport's Symetra Experience July 2015 - Present
Job Regional Director of Sales at Symetra
Industry Insurance
Experience
Symetra July 2015 - Present
Allstate June 2013 - June 2015
Anthem December 2007 - June 2013
UnitedHealth Group 2007 - December 2007
Rigby Group Benefits January 2005 - January 2007
Aetna January 2003 - January 2005
Sun Life January 2001 - December 2002
Skills
Wholesale Distribution..., Product Development, Sales Training, Stop Loss Underwriting, Third Party..., Relationship Management, Sales, Employee Benefits Design, Underwriting, Selling Skills, TPA, Health Insurance, Employee Benefits, Customer Retention, Disability Insurance, Brokers, New Business Development, Leadership, Insurance, Small Business, Accident Insurance, Critical Illness, Voluntary Employee..., COBRA, Self-funded, Health Care Reform, Life Insurance, Term Life Insurance, Workers Compensation, Group Insurance, Medicare, Benefits Administration, Flexible Spending...
Education
Indiana State University 1994 — 1998
Bachelor of Science (B.S.), Insurance and Risk Management, 3.0
Indiana State University 1994 — 1998
Bachelor of Science degree, Human Resources
northrop high school 1989 — 1993
Symetra July 2015 - Present
Allstate June 2013 - June 2015
Anthem December 2007 - June 2013
UnitedHealth Group 2007 - December 2007
Rigby Group Benefits January 2005 - January 2007
Aetna January 2003 - January 2005
Sun Life January 2001 - December 2002
Skills
Wholesale Distribution..., Product Development, Sales Training, Stop Loss Underwriting, Third Party..., Relationship Management, Sales, Employee Benefits Design, Underwriting, Selling Skills, TPA, Health Insurance, Employee Benefits, Customer Retention, Disability Insurance, Brokers, New Business Development, Leadership, Insurance, Small Business, Accident Insurance, Critical Illness, Voluntary Employee..., COBRA, Self-funded, Health Care Reform, Life Insurance, Term Life Insurance, Workers Compensation, Group Insurance, Medicare, Benefits Administration, Flexible Spending...
Education
Indiana State University 1994 — 1998
Bachelor of Science (B.S.), Insurance and Risk Management, 3.0
Indiana State University 1994 — 1998
Bachelor of Science degree, Human Resources
northrop high school 1989 — 1993
Merry Lou Schlarb's Symetra Experience August 2005 - Present
Job Account Manager at Symetra
Industry Insurance
Experience
Strategic Staffing 2006 - Present
Symetra August 2005 - Present
BellSouth April 1980 - August 1993
BellSouth March 1984 - July 1993
Skills
Accounting, Technical..., Underwriting, Life Insurance, Disability Insurance, Brokers, Property & Casualty..., Salesforce.com, General Insurance, Fixed Annuities, Sales Management, Long-term Care, Benefits Administration
Education
Gwinnett Technical College 1993 — 1995
Small Business Management
John Glenn High Scool
Ohio University
Journalism
University of South Carolina-Columbia
Journalism
Strategic Staffing 2006 - Present
Symetra August 2005 - Present
BellSouth April 1980 - August 1993
BellSouth March 1984 - July 1993
Skills
Accounting, Technical..., Underwriting, Life Insurance, Disability Insurance, Brokers, Property & Casualty..., Salesforce.com, General Insurance, Fixed Annuities, Sales Management, Long-term Care, Benefits Administration
Education
Gwinnett Technical College 1993 — 1995
Small Business Management
John Glenn High Scool
Ohio University
Journalism
University of South Carolina-Columbia
Journalism
Cindy V. Tran Cindy V. Tran's Symetra Experience July 2012 - June 2013
Job Investment Adviser & Mutual Funds Compliance Professional
Industry Financial Services
Experience
Edge Asset Management, Inc. & Principal Global Investors June 2013 - Present
Symetra July 2012 - June 2013
WESTERN ASSET MANAGEMENT COMPANY September 2007 - January 2012
RUSSELL INVESTMENT GROUP June 2005 - September 2007
Skills
Investment Advisers Act, Due Diligence, Investments, Securities, Securities Regulation, Portfolio Management, Management, Trading, Asset Allocation, Mutual Funds, Internal Audit, Alternative Investments, Analysis, Financial Services, Investment Advisory, Investment Management, Bloomberg, Bloomberg Terminal, Legal Compliance, Fixed Income, Series 7, Asset Management, Equities, AML, Derivatives, Fund Of Funds, Financial Markets, Structured Products, Emerging Markets, FX Options, Equity Trading, Separately Managed..., Policy, Trading Systems, Relationship Management, Corporate Governance
Education
DeVry University
BS, Management
University of Houston-Downtown 2003 — 2004
Bachelor's degree, Business Management
Seattle Central College
AA, Business
Edge Asset Management, Inc. & Principal Global Investors June 2013 - Present
Symetra July 2012 - June 2013
WESTERN ASSET MANAGEMENT COMPANY September 2007 - January 2012
RUSSELL INVESTMENT GROUP June 2005 - September 2007
Skills
Investment Advisers Act, Due Diligence, Investments, Securities, Securities Regulation, Portfolio Management, Management, Trading, Asset Allocation, Mutual Funds, Internal Audit, Alternative Investments, Analysis, Financial Services, Investment Advisory, Investment Management, Bloomberg, Bloomberg Terminal, Legal Compliance, Fixed Income, Series 7, Asset Management, Equities, AML, Derivatives, Fund Of Funds, Financial Markets, Structured Products, Emerging Markets, FX Options, Equity Trading, Separately Managed..., Policy, Trading Systems, Relationship Management, Corporate Governance
Education
DeVry University
BS, Management
University of Houston-Downtown 2003 — 2004
Bachelor's degree, Business Management
Seattle Central College
AA, Business
Eri Koizumi Eri Koizumi's Symetra Experience November 2012 - Present
Job Senior Tax Accountant at Symetra
Industry Financial Services
Experience
Symetra November 2012 - Present
KPMG December 2009 - July 2012
Seattle International Consulting Group June 2007 - October 2009
Skills
Financial Reporting, Corporate Tax, Financial Accounting, Sarbanes-Oxley Act, Accounting, Tax Accounting, Tax Preparation, Income Tax, Microsoft Excel, GAAP, US GAAP, CPA, Internal Controls, Microsoft Word, Tax, SEC filings, Financial Statements, PowerPoint
Education
Golden Gate University 2013 — 2016
Master of Science (MS), Taxation
Seattle University 2006 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Symetra November 2012 - Present
KPMG December 2009 - July 2012
Seattle International Consulting Group June 2007 - October 2009
Skills
Financial Reporting, Corporate Tax, Financial Accounting, Sarbanes-Oxley Act, Accounting, Tax Accounting, Tax Preparation, Income Tax, Microsoft Excel, GAAP, US GAAP, CPA, Internal Controls, Microsoft Word, Tax, SEC filings, Financial Statements, PowerPoint
Education
Golden Gate University 2013 — 2016
Master of Science (MS), Taxation
Seattle University 2006 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Valerie Suarez's Symetra Experience June 2015 - Present
Job Claims Examiner at Symetra
Industry Insurance
Experience
Symetra June 2015 - Present
Symetra Life Insuarance Company August 2000 - May 2015
Skills
Insurance, Underwriting, Health Insurance, Risk Management, Employee Benefits
Education
Miami Dade College
Business
Symetra June 2015 - Present
Symetra Life Insuarance Company August 2000 - May 2015
Skills
Insurance, Underwriting, Health Insurance, Risk Management, Employee Benefits
Education
Miami Dade College
Business
Paul Villanova Paul Villanova's Symetra Experience April 2012 - December 2013
Job Senior Regional V.P. at AXA Distributors
Industry Financial Services
Experience
AXA Distributors August 2014 - Present
SunAmerica Retirement Markets, Inc. January 2013 - August 2014
Symetra April 2012 - December 2013
Symetra April 2012 - December 2012
Sunlife Financial January 2006 - March 2012
Sunlife Financial August 2001 - November 2005
Conseco 2000 - 2001
Colonial Funds 1992 - 1998
Colonial Funds 1992 - 1998
Skills
Sales Management, Sales Process, Presenter, Fixed Annuities, Series 63, Mutual Funds, Series 6, Series 7, Retirement Planning, Retirement, 401k, Wealth Management, Insurance, Investments, Series 65, Alternative Investments, CRM, Financial Services, Asset Allocation, Variable Annuities
Education
Regis University 1990 — 1998
MBA, Finance/Accounting
Northeastern University 1980 — 1986
BS, Business Management
AXA Distributors August 2014 - Present
SunAmerica Retirement Markets, Inc. January 2013 - August 2014
Symetra April 2012 - December 2013
Symetra April 2012 - December 2012
Sunlife Financial January 2006 - March 2012
Sunlife Financial August 2001 - November 2005
Conseco 2000 - 2001
Colonial Funds 1992 - 1998
Colonial Funds 1992 - 1998
Skills
Sales Management, Sales Process, Presenter, Fixed Annuities, Series 63, Mutual Funds, Series 6, Series 7, Retirement Planning, Retirement, 401k, Wealth Management, Insurance, Investments, Series 65, Alternative Investments, CRM, Financial Services, Asset Allocation, Variable Annuities
Education
Regis University 1990 — 1998
MBA, Finance/Accounting
Northeastern University 1980 — 1986
BS, Business Management
Mallory Bazan Williams Mallory Bazan Williams's Symetra Experience June 2015 - Present
Job Digital Marketing Specialist at Symetra
Industry Marketing and Advertising
Experience
Symetra June 2015 - Present
Tommy Bahama January 2015 - May 2015
Andersen April 2013 - September 2014
Andersen May 2012 - August 2012
Luther College August 2010 - December 2011
AEGON May 2011 - August 2011
Luther College Chips Newspaper November 2009 - October 2010
Skills
Editing, Nonprofits, Research, Customer Service, Microsoft Excel, Microsoft Word, Marketing, Microsoft Office, PowerPoint, Social Media Marketing, Marketing Strategy, Project Planning, Salesforce.com, Marketing Research, Marketing Analytics, Silverpop Engage, CRM, Campaign Management, Email Marketing, Lead Generation, Lead Management, Drip Marketing, Access, Epicor, SQL, Database Marketing
Education
Luther College 2009 — 2013
Bachelor of Arts, Management
Lorenzo de' Medici: The Italian International Institute 2012 — 2012
International Business, Italian
Linn-Mar High School 2005 — 2009
High School Diploma
Symetra June 2015 - Present
Tommy Bahama January 2015 - May 2015
Andersen April 2013 - September 2014
Andersen May 2012 - August 2012
Luther College August 2010 - December 2011
AEGON May 2011 - August 2011
Luther College Chips Newspaper November 2009 - October 2010
Skills
Editing, Nonprofits, Research, Customer Service, Microsoft Excel, Microsoft Word, Marketing, Microsoft Office, PowerPoint, Social Media Marketing, Marketing Strategy, Project Planning, Salesforce.com, Marketing Research, Marketing Analytics, Silverpop Engage, CRM, Campaign Management, Email Marketing, Lead Generation, Lead Management, Drip Marketing, Access, Epicor, SQL, Database Marketing
Education
Luther College 2009 — 2013
Bachelor of Arts, Management
Lorenzo de' Medici: The Italian International Institute 2012 — 2012
International Business, Italian
Linn-Mar High School 2005 — 2009
High School Diploma
Kimberly Boals's Symetra Experience May 2014 - Present
Job Operations Clerk at Saia Inc.
Industry Transportation/Trucking/Railroad
Experience
Symetra May 2014 - Present
Saia Inc. August 2013 - May 2014
Saia Inc. January 2013 - August 2013
Saia Inc. May 2010 - January 2013
Hewlett-Packard April 2006 - May 2010
Sturner and Klein April 2005 - April 2006
7-Eleven June 2004 - October 2004
Season's Pizza January 2004 - July 2004
7-Eleven March 2002 - August 2003
Skills
Customer Service, Sales, Outlook, Microsoft Excel, Customer Satisfaction, Process Improvement, Data Entry, Microsoft Office, Logistics, Microsoft Word
Education
Morton College 2000 — 2001
General Studies
J Sterling Morton West High school 1996 — 2000
Highschool Diploma
Symetra May 2014 - Present
Saia Inc. August 2013 - May 2014
Saia Inc. January 2013 - August 2013
Saia Inc. May 2010 - January 2013
Hewlett-Packard April 2006 - May 2010
Sturner and Klein April 2005 - April 2006
7-Eleven June 2004 - October 2004
Season's Pizza January 2004 - July 2004
7-Eleven March 2002 - August 2003
Skills
Customer Service, Sales, Outlook, Microsoft Excel, Customer Satisfaction, Process Improvement, Data Entry, Microsoft Office, Logistics, Microsoft Word
Education
Morton College 2000 — 2001
General Studies
J Sterling Morton West High school 1996 — 2000
Highschool Diploma
Nhat Bui's Symetra Experience June 2014 - May 2015
Job Relationship Banker at Bank of America
Industry Financial Services
Experience
Bank of America June 2015 - Present
Northwestern Mutual April 2015 - June 2015
Symetra June 2014 - May 2015
Bank of America May 2013 - May 2014
Farmers Insurance December 2012 - April 2013
University of Washington June 2011 - September 2012
Highline Community College June 2009 - December 2011
Highline Community College June 2009 - December 2011
Skills
Accounting, Event Planning, Microsoft Office, Customer Service, Marketing, Public Speaking, Sales, Business Strategy, Investments, Financial Services, Leadership
Education
University of Washington 2011 — 2013
Bachelor Degree, Business Administration and Management, General
Highline Community College 2009 — 2011
Associate Degree, Business Administration and Management, General
Bank of America June 2015 - Present
Northwestern Mutual April 2015 - June 2015
Symetra June 2014 - May 2015
Bank of America May 2013 - May 2014
Farmers Insurance December 2012 - April 2013
University of Washington June 2011 - September 2012
Highline Community College June 2009 - December 2011
Highline Community College June 2009 - December 2011
Skills
Accounting, Event Planning, Microsoft Office, Customer Service, Marketing, Public Speaking, Sales, Business Strategy, Investments, Financial Services, Leadership
Education
University of Washington 2011 — 2013
Bachelor Degree, Business Administration and Management, General
Highline Community College 2009 — 2011
Associate Degree, Business Administration and Management, General
Julie Richmond's Symetra Experience 2014 - Present
Job Regional Vice President at Symetra
Industry Financial Services
Experience
Symetra 2014 - Present
Mutual of America 2012 - 2014
Forethought Financial Services, Inc. 2010 - 2012
Transamerica 2006 - 2010
AIG Annuity 2002 - 2006
US Bank 2001 - 2002
Westpac 1998 - 2000
Education
Kansas State University
Bachelor of Science (B.S.), Consumer Economics
Symetra 2014 - Present
Mutual of America 2012 - 2014
Forethought Financial Services, Inc. 2010 - 2012
Transamerica 2006 - 2010
AIG Annuity 2002 - 2006
US Bank 2001 - 2002
Westpac 1998 - 2000
Education
Kansas State University
Bachelor of Science (B.S.), Consumer Economics
Joshua Buckland Joshua Buckland's Symetra Experience June 2014 - Present
Job New Business Unit Manager at Symetra
Industry Financial Services
Experience
Symetra June 2014 - Present
Delaware Life March 2012 - June 2014
Sun Life Financial August 2009 - June 2012
Hartford Life October 2004 - August 2009
Skills
Insurance, Process Improvement, Risk Management, Fixed Annuities, Underwriting, Business Analysis, Investments, Series 6, Call Centers, Employee Benefits, Customer Service, Retirement, Life Insurance, Change Management, Microsoft Excel, Visio, Coaching, Retirement Planning, Training, Management, Performance Management, Variable Annuities, Quality Assurance
Education
Massachusetts Bay Community College 2012 — 2014
Associate's degree, Business Administration and Management, General, 3.88 grade average
Lewis S Mills Highschool
Lewis S Mills Highschool
Symetra June 2014 - Present
Delaware Life March 2012 - June 2014
Sun Life Financial August 2009 - June 2012
Hartford Life October 2004 - August 2009
Skills
Insurance, Process Improvement, Risk Management, Fixed Annuities, Underwriting, Business Analysis, Investments, Series 6, Call Centers, Employee Benefits, Customer Service, Retirement, Life Insurance, Change Management, Microsoft Excel, Visio, Coaching, Retirement Planning, Training, Management, Performance Management, Variable Annuities, Quality Assurance
Education
Massachusetts Bay Community College 2012 — 2014
Associate's degree, Business Administration and Management, General, 3.88 grade average
Lewis S Mills Highschool
Lewis S Mills Highschool
Pavlina Mladenova Pavlina Mladenova's Symetra Experience August 2011 - Present
Job Accounting Manager at Nytec
Industry Insurance
Experience
Nytec March 2014 - Present
Symetra August 2011 - Present
Symetra Financial May 2007 - July 2011
Ajilon November 2006 - May 2007
Premier Center Management November 2005 - October 2006
Skills
Internal Controls, Forecasting, Accounting, Financial Reporting, Sarbanes-Oxley Act, Cash Flow, Process Improvement, General Ledger, Budgets, Time Management, Variance Analysis, Financial Analysis, Financial Audits, Auditing, Insurance, Fixed Assets, Account Reconciliation, Financial Statements, GAAP, Finance, Analysis
Education
Keller Graduate School of Management of DeVry University 2006 — 2007
CPA Classes
University of National and World Economy 1991 — 1995
Master, Finance
Nytec March 2014 - Present
Symetra August 2011 - Present
Symetra Financial May 2007 - July 2011
Ajilon November 2006 - May 2007
Premier Center Management November 2005 - October 2006
Skills
Internal Controls, Forecasting, Accounting, Financial Reporting, Sarbanes-Oxley Act, Cash Flow, Process Improvement, General Ledger, Budgets, Time Management, Variance Analysis, Financial Analysis, Financial Audits, Auditing, Insurance, Fixed Assets, Account Reconciliation, Financial Statements, GAAP, Finance, Analysis
Education
Keller Graduate School of Management of DeVry University 2006 — 2007
CPA Classes
University of National and World Economy 1991 — 1995
Master, Finance
Nate Zaientz Nate Zaientz's Symetra Experience October 2014 - Present
Job Director of Investment Operations at Symetra
Industry Investment Management
Experience
Symetra October 2014 - Present
SS&C Technologies October 2003 - September 2014
State Street Bank August 2001 - August 2003
Skills
Asset Management, Derivatives, Portfolio Management, Asset Managment, Accounting, Investments, Process Improvement, Hedge Funds, Financial Services, Middle Office
Education
The University of Connecticut 2007 — 2012
Master of Business Administration (M.B.A.), Finance, 3.9
Northeastern University 1994 — 1999
Bachelor of Business Administration, Finance
Symetra October 2014 - Present
SS&C Technologies October 2003 - September 2014
State Street Bank August 2001 - August 2003
Skills
Asset Management, Derivatives, Portfolio Management, Asset Managment, Accounting, Investments, Process Improvement, Hedge Funds, Financial Services, Middle Office
Education
The University of Connecticut 2007 — 2012
Master of Business Administration (M.B.A.), Finance, 3.9
Northeastern University 1994 — 1999
Bachelor of Business Administration, Finance
Kelly Rabin's Symetra Experience March 2013 - July 2013
Job Consulting Actuary at Milliman
Industry Insurance
Experience
Milliman February 2014 - Present
EVER Skincare April 2015 - Present
Stella & Dot October 2013 - Present
Symetra March 2013 - July 2013
Symetra January 2012 - March 2013
Symetra March 2011 - December 2011
Symetra April 2006 - March 2011
Allstate Financial January 2004 - April 2006
Watson Wyatt Worldwide July 2002 - December 2003
Principal Financial Group 2000 - 2002
Skills
Mergers & Acquisitions, Actuarial Science, Investments, Financial Services, Pensions, ALM, Valuation, Sales, Employee Benefits, Project Management, Financial Planners, Strategy, Strategic Planning, Universal Life, Business Planning, Financial Reporting, Retirement, Fixed Income, Pricing, Insurance, Reinsurance, Life Insurance, Term Life Insurance, Financial Analysis, Actuaries, Retirement Planning
Education
Drake University 1998 — 2002
BSBA, Actuarial Science, Economics w/Business
Illinois Math and Science Academy 1995 — 1998
Milliman February 2014 - Present
EVER Skincare April 2015 - Present
Stella & Dot October 2013 - Present
Symetra March 2013 - July 2013
Symetra January 2012 - March 2013
Symetra March 2011 - December 2011
Symetra April 2006 - March 2011
Allstate Financial January 2004 - April 2006
Watson Wyatt Worldwide July 2002 - December 2003
Principal Financial Group 2000 - 2002
Skills
Mergers & Acquisitions, Actuarial Science, Investments, Financial Services, Pensions, ALM, Valuation, Sales, Employee Benefits, Project Management, Financial Planners, Strategy, Strategic Planning, Universal Life, Business Planning, Financial Reporting, Retirement, Fixed Income, Pricing, Insurance, Reinsurance, Life Insurance, Term Life Insurance, Financial Analysis, Actuaries, Retirement Planning
Education
Drake University 1998 — 2002
BSBA, Actuarial Science, Economics w/Business
Illinois Math and Science Academy 1995 — 1998
Christa Holmes Christa Holmes's Symetra Experience September 2012 - Present
Job Finance Manager at Symetra
Industry Insurance
Experience
Symetra September 2012 - Present
Razorfish July 2011 - September 2012
Razorfish May 2010 - July 2011
Microsoft / Rylem August 2009 - May 2010
WaMu July 2007 - January 2009
Macy's June 2006 - August 2006
Skills
Process Improvement, Cognos, Forecasting, Project Planning, Ad Hoc Reporting, Analytics, Financial Modeling, Hyperion HFM, Hyperion Planning, Financial Reporting, Business Analysis, Leadership, Finance, Budgets, Accounting, Variance Analysis, Management, Corporate Finance, Financial Analysis, Strategic Financial..., Financial Forecasting
Education
Gonzaga University 2011 — 2014
MA, Organizational Leadership
Seattle University 2003 — 2007
BA, Finance, Management
Symetra September 2012 - Present
Razorfish July 2011 - September 2012
Razorfish May 2010 - July 2011
Microsoft / Rylem August 2009 - May 2010
WaMu July 2007 - January 2009
Macy's June 2006 - August 2006
Skills
Process Improvement, Cognos, Forecasting, Project Planning, Ad Hoc Reporting, Analytics, Financial Modeling, Hyperion HFM, Hyperion Planning, Financial Reporting, Business Analysis, Leadership, Finance, Budgets, Accounting, Variance Analysis, Management, Corporate Finance, Financial Analysis, Strategic Financial..., Financial Forecasting
Education
Gonzaga University 2011 — 2014
MA, Organizational Leadership
Seattle University 2003 — 2007
BA, Finance, Management
Cheryl Wang Cheryl Wang's Symetra Experience June 2003 - May 2012
Job ASA, MAAA
Industry Insurance
Experience
Symetra June 2003 - May 2012
Hartford Life Insurance Company July 2002 - June 2003
Ernst & Young, Shanghai 1997 - 2000
Skills
Actuarial Modeling, MG-ALFA, Financial Analysis, Financial Reporting, Chinese/English..., Consulting & Auditing, Accounting, Research, Teaching, Microsoft Office, Microsoft Excel, MS Access, Microsoft Word, PowerPoint, Windows, Outlook, Customer Service, Finance, Insurance, Actuarial Science
Education
Illinois State University 2000 — 2002
Master of Science (M.Sc.), Applied Economics
Shanghai Jiao Tong University 1993 — 1997
Bachelor of Science (B.Sc.), International Business/Trade/Commerce
Symetra June 2003 - May 2012
Hartford Life Insurance Company July 2002 - June 2003
Ernst & Young, Shanghai 1997 - 2000
Skills
Actuarial Modeling, MG-ALFA, Financial Analysis, Financial Reporting, Chinese/English..., Consulting & Auditing, Accounting, Research, Teaching, Microsoft Office, Microsoft Excel, MS Access, Microsoft Word, PowerPoint, Windows, Outlook, Customer Service, Finance, Insurance, Actuarial Science
Education
Illinois State University 2000 — 2002
Master of Science (M.Sc.), Applied Economics
Shanghai Jiao Tong University 1993 — 1997
Bachelor of Science (B.Sc.), International Business/Trade/Commerce
Matt Cason Matt Cason's Symetra Experience January 2014 - Present
Job Regional Vice President/External Wholesaler at Symetra Financial
Industry Financial Services
Experience
Symetra January 2014 - Present
Liberty Mutual Insurance January 2013 - January 2014
Great-West Life and Annuity Insurance Company August 2010 - September 2012
Genworth Financial July 2004 - August 2010
GMAC Mortgage December 2001 - July 2004
Skills
Series 63, Series 6, Mutual Funds, 401k, Retirement, Fixed Annuities, Retirement Planning, FINRA, Variable Annuities, Life Insurance, Property & Casualty..., Licensed Property &..., Relationship Management, Investments, Long-term Care, Series 7, Financial Services, Financial Advisory, Insurance, Loans, Disability Insurance, Finance, Mortgage Lending, Portfolio Management, Securities, Asset Allocation, Strategic Financial..., IRAs, Wealth Management, Selling, Series 65, Investment Advisory, Long Term Care Insurance, Uniform Combined State..., Alternative Investments, Separately Managed..., Series 24, Estate Planning, Bonds, Asset Management, Term Life Insurance, Life & Health Insurance..., Sales, Fixed Income, Health Insurance, Whole Life
Education
Longwood College
Finance, General
Symetra January 2014 - Present
Liberty Mutual Insurance January 2013 - January 2014
Great-West Life and Annuity Insurance Company August 2010 - September 2012
Genworth Financial July 2004 - August 2010
GMAC Mortgage December 2001 - July 2004
Skills
Series 63, Series 6, Mutual Funds, 401k, Retirement, Fixed Annuities, Retirement Planning, FINRA, Variable Annuities, Life Insurance, Property & Casualty..., Licensed Property &..., Relationship Management, Investments, Long-term Care, Series 7, Financial Services, Financial Advisory, Insurance, Loans, Disability Insurance, Finance, Mortgage Lending, Portfolio Management, Securities, Asset Allocation, Strategic Financial..., IRAs, Wealth Management, Selling, Series 65, Investment Advisory, Long Term Care Insurance, Uniform Combined State..., Alternative Investments, Separately Managed..., Series 24, Estate Planning, Bonds, Asset Management, Term Life Insurance, Life & Health Insurance..., Sales, Fixed Income, Health Insurance, Whole Life
Education
Longwood College
Finance, General
Gary Stensland Gary Stensland's Symetra Experience November 2014 - Present
Job (Quantitative) Actuarial Analyst at Symetra
Industry Insurance
Experience
Symetra November 2014 - Present
T-Mobile January 2013 - October 2014
ChemE Solutions June 2012 - June 2012
Skills
Microsoft Excel, Microsoft Word, Visual Communication, Microsoft Access, Access, Leadership, R
Education
Gonzaga University 2006 — 2010
Bachelor of Science, Mathematics, 3.0
Gonzaga University 2006 — 2010
BA, Music Composition, 3.0
Newport 2002 — 2006
High School Deploma
Symetra November 2014 - Present
T-Mobile January 2013 - October 2014
ChemE Solutions June 2012 - June 2012
Skills
Microsoft Excel, Microsoft Word, Visual Communication, Microsoft Access, Access, Leadership, R
Education
Gonzaga University 2006 — 2010
Bachelor of Science, Mathematics, 3.0
Gonzaga University 2006 — 2010
BA, Music Composition, 3.0
Newport 2002 — 2006
High School Deploma
Montana Urrea Montana Urrea's Symetra Experience July 2008 - Present
Job Benefits Account Service Representative at Symetra
Industry Insurance
Experience
Symetra July 2008 - Present
Skills
Customer Service, Microsoft Excel, Employee Benefits, Health Insurance, Healthcare, Leadership
Education
Florida International University 2006 — 2008
Bachelor of Science (B.S.) in College of Nursing and Health Services, Health Information Management
Miami Dade College
Symetra July 2008 - Present
Skills
Customer Service, Microsoft Excel, Employee Benefits, Health Insurance, Healthcare, Leadership
Education
Florida International University 2006 — 2008
Bachelor of Science (B.S.) in College of Nursing and Health Services, Health Information Management
Miami Dade College
Gregory Rohtstein Gregory Rohtstein's Symetra Experience February 2013 - Present
Job Regional Vice President at Symetra
Industry Insurance
Experience
Symetra February 2013 - Present
Symetra February 2012 - Present
Sun Life Financial September 2011 - January 2012
Sun Life Financial January 2011 - September 2011
Sun Life Financial July 2007 - December 2010
Skills
Insurance, Retirement Planning, Series 6, Series 63, Customer Service, Sales Management, Insurance Planning, Health Insurance, Call Center, Siebel, Sales Presentations, Wholesaling
Education
Framingham State College
University of Massachusetts, Amherst
Symetra February 2013 - Present
Symetra February 2012 - Present
Sun Life Financial September 2011 - January 2012
Sun Life Financial January 2011 - September 2011
Sun Life Financial July 2007 - December 2010
Skills
Insurance, Retirement Planning, Series 6, Series 63, Customer Service, Sales Management, Insurance Planning, Health Insurance, Call Center, Siebel, Sales Presentations, Wholesaling
Education
Framingham State College
University of Massachusetts, Amherst
curtis gross curtis gross's Symetra Experience June 2012 - Present
Job Sr. Actuarial Associate at Symetra
Industry Insurance
Experience
Symetra June 2012 - Present
Eastern Washington University September 2008 - June 2012
Skills
Excel, Visual Basic, C++, Computational, Highly Analytical, Teaching, Financial Modeling, SQL, Actuarial Exams, Actuarial Science, Microsoft Excel, Analysis, Employee Benefits, Process Improvement
Education
Eastern Washington University 2008 — 2010
Master's degree, Mathematics, 3.5
Whitworth University 2004 — 2008
Bachelor of Science (B.S.), Mathematics, 3.4
Eastern Washington University 2008 — 2010
Master's degree, Mathematics
Symetra June 2012 - Present
Eastern Washington University September 2008 - June 2012
Skills
Excel, Visual Basic, C++, Computational, Highly Analytical, Teaching, Financial Modeling, SQL, Actuarial Exams, Actuarial Science, Microsoft Excel, Analysis, Employee Benefits, Process Improvement
Education
Eastern Washington University 2008 — 2010
Master's degree, Mathematics, 3.5
Whitworth University 2004 — 2008
Bachelor of Science (B.S.), Mathematics, 3.4
Eastern Washington University 2008 — 2010
Master's degree, Mathematics
Rosetta Robinson's Symetra Experience August 2015 - Present
Job Chase Greatness and Capture Success
Industry Financial Services
Experience
Symetra August 2015 - Present
Liberty Mutual Insurance May 2015 - August 2015
Skills
Customer Service, Management, Microsoft Excel, Project Management, Strategic Planning, Leadership, Sales, Microsoft Word, PowerPoint
Education
DeVry University 2014 — 2016
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Symetra August 2015 - Present
Liberty Mutual Insurance May 2015 - August 2015
Skills
Customer Service, Management, Microsoft Excel, Project Management, Strategic Planning, Leadership, Sales, Microsoft Word, PowerPoint
Education
DeVry University 2014 — 2016
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Jordan Johansen's Symetra Experience June 2015 - Present
Job Student at Corban University
Industry Accounting
Experience
Symetra June 2015 - Present
Baden Sports May 2014 - Present
Athletes in Action June 2013 - August 2013
Provident Electric May 2009 - August 2013
Vemma November 2012 - April 2013
Provident Electric June 2009 - August 2010
Skills
Athletics, Business, Accounting, Marketing Strategy, Training, Marketing, Public Speaking, Selling, Warehousing, Sales, Inventory Management, Baseball, Manufacturing
Education
Corban University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Symetra June 2015 - Present
Baden Sports May 2014 - Present
Athletes in Action June 2013 - August 2013
Provident Electric May 2009 - August 2013
Vemma November 2012 - April 2013
Provident Electric June 2009 - August 2010
Skills
Athletics, Business, Accounting, Marketing Strategy, Training, Marketing, Public Speaking, Selling, Warehousing, Sales, Inventory Management, Baseball, Manufacturing
Education
Corban University 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Caroline Burkhardt Caroline Burkhardt's Symetra Experience December 1999 - Present
Job Actuary at Symetra
Industry Insurance
Experience
Symetra December 1999 - Present
Skills
Stop Loss Rate Manual, Network Evaluations for..., Data Analysis, Actuaries, Employee Benefits, Health Insurance
Education
Cornell University 1995 — 1999
Bachelor of Science (BS), Operations Research and Industrial Engineering
Symetra December 1999 - Present
Skills
Stop Loss Rate Manual, Network Evaluations for..., Data Analysis, Actuaries, Employee Benefits, Health Insurance
Education
Cornell University 1995 — 1999
Bachelor of Science (BS), Operations Research and Industrial Engineering
John Scanlon John Scanlon's Symetra Experience May 2014 - Present
Job Regional Vice President at Symetra
Industry Insurance
Experience
Symetra May 2014 - Present
MCB Solutions LLC December 2005 - April 2014
Sun Life Financial January 2000 - December 2005
Sun Life Financial January 1997 - January 2000
Sun Life Financial May 1995 - January 1997
First Colony November 1986 - April 1995
Skills
Insurance, Investments, Negotiation, Marketing, Tax, Insurance Laws and..., Securities Laws, Estate Planning, Elder Care Law, Fixed Annuities, Employee Benefits, Financial Services, Life Insurance, Mutual Funds, Securities, Sales, Portfolio Management, Retirement
Education
New England School of Law 1993 — 2005
Doctor of Law (J.D.), Law
The American College 1987 — 1993
CLU, ChFC, Insurance and Financial
John Carroll University 1982 — 1986
Bachelor of Arts (BA)
Symetra May 2014 - Present
MCB Solutions LLC December 2005 - April 2014
Sun Life Financial January 2000 - December 2005
Sun Life Financial January 1997 - January 2000
Sun Life Financial May 1995 - January 1997
First Colony November 1986 - April 1995
Skills
Insurance, Investments, Negotiation, Marketing, Tax, Insurance Laws and..., Securities Laws, Estate Planning, Elder Care Law, Fixed Annuities, Employee Benefits, Financial Services, Life Insurance, Mutual Funds, Securities, Sales, Portfolio Management, Retirement
Education
New England School of Law 1993 — 2005
Doctor of Law (J.D.), Law
The American College 1987 — 1993
CLU, ChFC, Insurance and Financial
John Carroll University 1982 — 1986
Bachelor of Arts (BA)
Katrina Bond Katrina Bond's Symetra Experience August 2015 - Present
Job Regional Account Manager at Symetra
Industry Insurance
Experience
Symetra August 2015 - Present
Symetra August 2012 - August 2015
Neace Lukens January 2011 - August 2012
Mavum Consulting December 2008 - September 2010
Benefit Associates, Inc. August 2006 - December 2008
Liberty Mutual 2002 - 2006
Skills
Team Building, Health Savings Accounts, Employee Benefits, Disability Insurance, Health Insurance, Long-term Care, Brokers, Life Insurance, Underwriting, Strategic Planning, Public Speaking, Training, Workers Compensation, Leadership, Insurance, Term Life Insurance, Sales Management, Management, Marketing, Property & Casualty..., Benefits Administration, New Business Development, Account Management, Customer Service, Healthcare, Sales, Employee Wellness, Medicare, COBRA, Health Care Reform, Managed Care
Education
Indiana University-Purdue University at Indianapolis
Marian University
Symetra August 2015 - Present
Symetra August 2012 - August 2015
Neace Lukens January 2011 - August 2012
Mavum Consulting December 2008 - September 2010
Benefit Associates, Inc. August 2006 - December 2008
Liberty Mutual 2002 - 2006
Skills
Team Building, Health Savings Accounts, Employee Benefits, Disability Insurance, Health Insurance, Long-term Care, Brokers, Life Insurance, Underwriting, Strategic Planning, Public Speaking, Training, Workers Compensation, Leadership, Insurance, Term Life Insurance, Sales Management, Management, Marketing, Property & Casualty..., Benefits Administration, New Business Development, Account Management, Customer Service, Healthcare, Sales, Employee Wellness, Medicare, COBRA, Health Care Reform, Managed Care
Education
Indiana University-Purdue University at Indianapolis
Marian University
Erika Gore-Gagnon's Symetra Experience January 2012 - February 2013
Job Sales/Marketing Communication Senior Analyst at Cigna Global Health Benefits
Industry Health, Wellness and Fitness
Experience
Cigna Global Health Benefits April 2015 - Present
Healthways September 2014 - April 2015
Healthways February 2013 - September 2014
Symetra January 2012 - February 2013
Cigna September 2011 - January 2012
Cigna February 2010 - January 2012
Central Connecticut State University January 2008 - December 2009
Amistad Center for Art and Culture August 2009 - October 2009
Wadsworth Atheneum of Art May 2009 - August 2009
The Hartford Courant 2005 - 2007
Skills
Social Media, Marketing, Marketing Communications, Proposal Writing, Project Management, Press Releases, Management, Writing, Public Speaking, Research, Marketing Strategy, Sales, Strategy, Customer Service, Business Development, Copywriting, Internal Communications, Media Relations, Content Management, Direct Marketing, Market Research, Social Networking, Strategic Communications, HTML, CSS, Business Analysis, Database management, Analytics, Knowledge Management, Process Improvement, Quality Improvement
Education
University of Massachusetts Lowell 2015 — 2016
2nd Bachelor's Degree, Information Technology, Web and Applications Development
Central Connecticut State University 2007 — 2009
Bachelor of Arts (BA), Communication - Public Relations & Marketing
Manchester Community College 2005 — 2007
Marketing
Eastern Connecticut State University 2004 — 2005
Biochemistry, Physics
Cigna Global Health Benefits April 2015 - Present
Healthways September 2014 - April 2015
Healthways February 2013 - September 2014
Symetra January 2012 - February 2013
Cigna September 2011 - January 2012
Cigna February 2010 - January 2012
Central Connecticut State University January 2008 - December 2009
Amistad Center for Art and Culture August 2009 - October 2009
Wadsworth Atheneum of Art May 2009 - August 2009
The Hartford Courant 2005 - 2007
Skills
Social Media, Marketing, Marketing Communications, Proposal Writing, Project Management, Press Releases, Management, Writing, Public Speaking, Research, Marketing Strategy, Sales, Strategy, Customer Service, Business Development, Copywriting, Internal Communications, Media Relations, Content Management, Direct Marketing, Market Research, Social Networking, Strategic Communications, HTML, CSS, Business Analysis, Database management, Analytics, Knowledge Management, Process Improvement, Quality Improvement
Education
University of Massachusetts Lowell 2015 — 2016
2nd Bachelor's Degree, Information Technology, Web and Applications Development
Central Connecticut State University 2007 — 2009
Bachelor of Arts (BA), Communication - Public Relations & Marketing
Manchester Community College 2005 — 2007
Marketing
Eastern Connecticut State University 2004 — 2005
Biochemistry, Physics
Justin Girard Justin Girard's Symetra Experience January 2015 - Present
Job Marketing Account Executive for Symetra
Industry Insurance
Experience
Symetra January 2015 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - January 2015
State Fund Insurance Agency May 2010 - July 2012
Skills
Property & Casualty..., Insurance, Life Insurance, Underwriting, Customer Service, Commercial Insurance, Term Life Insurance
Education
Nichols College 1998 — 2002
Management Information Systems, General
Symetra January 2015 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - January 2015
State Fund Insurance Agency May 2010 - July 2012
Skills
Property & Casualty..., Insurance, Life Insurance, Underwriting, Customer Service, Commercial Insurance, Term Life Insurance
Education
Nichols College 1998 — 2002
Management Information Systems, General
Kelsey Vandersloot Kelsey Vandersloot's Symetra Experience February 2011 - March 2013
Job Senior Accounting and Finance Recruiter at Express Employment Professionals
Industry Staffing and Recruiting
Experience
Express Employment Professionals January 2015 - Present
Express Employment Professionals April 2013 - Present
Symetra February 2011 - March 2013
Wells Fargo April 2010 - December 2010
Skills
Microsoft Office, Customer Service, Traditional IRA, Retirement Benefits, FHA, Loan Documents, Insurance, Program Management, Finance, Recruiting, Accounting, Contract Recruitment, Management
Education
Eastern Washington University 2005 — 2009
Bachelor's degree, Finance
Express Employment Professionals January 2015 - Present
Express Employment Professionals April 2013 - Present
Symetra February 2011 - March 2013
Wells Fargo April 2010 - December 2010
Skills
Microsoft Office, Customer Service, Traditional IRA, Retirement Benefits, FHA, Loan Documents, Insurance, Program Management, Finance, Recruiting, Accounting, Contract Recruitment, Management
Education
Eastern Washington University 2005 — 2009
Bachelor's degree, Finance
Lee Fann's Symetra Experience June 2014 - Present
Job Business Analyst, Symetra Financial
Industry Insurance
Experience
Symetra June 2014 - Present
Symetra March 2012 - May 2014
Sun Life Financial February 2011 - March 2012
Sun Life Financial August 2009 - January 2011
Sun Life Financial January 2008 - August 2009
Old North State Winery June 2007 - September 2007
Johnson & Wales University October 2006 - June 2007
Skills
Microsoft Office, Time Management, Marketing Communications, Marketing, Management, Sales, Access, Advertising, Microsoft Excel, New Business Development, Insurance, PowerPoint, Microsoft Word, Adobe Creative Suite, Lotus Notes, Customer Service, Social Media Marketing, Outlook, Sales Process
Education
Alan Shawn Feinstein Graduate School, Johnson & Wales University 2005 — 2007
M.B.A, Global Business Leadership, Marketing, 3.9 GPA
Johnson and Wales University 2002 — 2005
B.S, Business Management, 3.9 GPA
Symetra June 2014 - Present
Symetra March 2012 - May 2014
Sun Life Financial February 2011 - March 2012
Sun Life Financial August 2009 - January 2011
Sun Life Financial January 2008 - August 2009
Old North State Winery June 2007 - September 2007
Johnson & Wales University October 2006 - June 2007
Skills
Microsoft Office, Time Management, Marketing Communications, Marketing, Management, Sales, Access, Advertising, Microsoft Excel, New Business Development, Insurance, PowerPoint, Microsoft Word, Adobe Creative Suite, Lotus Notes, Customer Service, Social Media Marketing, Outlook, Sales Process
Education
Alan Shawn Feinstein Graduate School, Johnson & Wales University 2005 — 2007
M.B.A, Global Business Leadership, Marketing, 3.9 GPA
Johnson and Wales University 2002 — 2005
B.S, Business Management, 3.9 GPA
Jeff Wright Jeff Wright's Symetra Experience March 2012 - Present
Job RVP Life Sales, Symetra
Industry Insurance
Experience
Symetra March 2012 - Present
Sun Life Financial March 2011 - December 2011
Town of Newington, CT November 2007 - March 2011
Jeff Wright, CFP September 2005 - March 2011
Candidate for Connecticut State Treasurer April 2010 - November 2010
Pacific Life August 1999 - August 2005
Hartford Life 1997 - 1999
Thompson- Budar Insurance Agency September 1995 - May 1997
United States Marine Corps 1992 - 1997
MassMutual Financial Group June 1994 - May 1995
Skills
CFP, CLU, ChFC, Retirement Planning, Estate Planning, Annuities, Retirement, Long Term Care, Fixed Annuities, Mutual Funds, Series 7, Long-term Care, Training, Term Life Insurance, Financial Advisory, Small Business, 401k, Investments, Certified Financial..., Strategic Financial..., Series 6, Leadership, Life Insurance, Wealth Management, Disability Insurance, Insurance, Securities, Series 63, Financial Services, Wealth, Strategy, Financial Planners, Employee Benefits, Wealth Accumulation
Education
Marist College 1990 — 1994
BA, Economics
Newington High School 1986 — 1990
Symetra March 2012 - Present
Sun Life Financial March 2011 - December 2011
Town of Newington, CT November 2007 - March 2011
Jeff Wright, CFP September 2005 - March 2011
Candidate for Connecticut State Treasurer April 2010 - November 2010
Pacific Life August 1999 - August 2005
Hartford Life 1997 - 1999
Thompson- Budar Insurance Agency September 1995 - May 1997
United States Marine Corps 1992 - 1997
MassMutual Financial Group June 1994 - May 1995
Skills
CFP, CLU, ChFC, Retirement Planning, Estate Planning, Annuities, Retirement, Long Term Care, Fixed Annuities, Mutual Funds, Series 7, Long-term Care, Training, Term Life Insurance, Financial Advisory, Small Business, 401k, Investments, Certified Financial..., Strategic Financial..., Series 6, Leadership, Life Insurance, Wealth Management, Disability Insurance, Insurance, Securities, Series 63, Financial Services, Wealth, Strategy, Financial Planners, Employee Benefits, Wealth Accumulation
Education
Marist College 1990 — 1994
BA, Economics
Newington High School 1986 — 1990
Margie Lane, MBA Margie Lane, MBA's Symetra Experience May 2014 - Present
Job Assistant Director Retirement Marketing at Symetra
Industry Financial Services
Experience
Symetra May 2014 - Present
Independent Contractor August 2013 - May 2014
Rainier Investment Management February 2005 - May 2013
BNY Mellon (formerly Russell/Mellon Analytical Services) January 2000 - February 2005
Russell Investment Group January 1996 - January 2000
Rainier Investment Management 1994 - 1996
Arnerich Massena & Associates 1992 - 1994
Skills
Business Development, SharePoint, Cross-functional Team..., Strategy, Financial Services, Integrated Marketing, Marketing Communications, Marketing, Mutual Funds, Team Management, Investment Management, Market Research, Email Marketing, Social Media Marketing, Department Budgeting, Relationship Management, Building Relationships, CRM
Education
Seattle University 1992 — 1994
MBA, Finance
Michigan State University 1985 — 1990
BA, Business Administration
East Lansing 1980 — 1985
Symetra May 2014 - Present
Independent Contractor August 2013 - May 2014
Rainier Investment Management February 2005 - May 2013
BNY Mellon (formerly Russell/Mellon Analytical Services) January 2000 - February 2005
Russell Investment Group January 1996 - January 2000
Rainier Investment Management 1994 - 1996
Arnerich Massena & Associates 1992 - 1994
Skills
Business Development, SharePoint, Cross-functional Team..., Strategy, Financial Services, Integrated Marketing, Marketing Communications, Marketing, Mutual Funds, Team Management, Investment Management, Market Research, Email Marketing, Social Media Marketing, Department Budgeting, Relationship Management, Building Relationships, CRM
Education
Seattle University 1992 — 1994
MBA, Finance
Michigan State University 1985 — 1990
BA, Business Administration
East Lansing 1980 — 1985
Brooke (Rust) Greene's Symetra Experience June 2015 - Present
Job Symetra Benefits Account Coordinator
Industry Insurance
Experience
Symetra June 2015 - Present
Charles Schwab May 2013 - May 2015
Indiana State University November 2011 - May 2015
Westfield Group/Westfield Insurance May 2014 - August 2014
Indiana State University January 2013 - May 2013
Indiana State University October 2011 - January 2013
Indiana State University October 2011 - January 2013
Holiday World & Splashin' Safari February 2010 - August 2012
Holiday World and Splashin’ Safari April 2007 - August 2012
Skills
Leadership, Recruiting, Time Management, Organization, Events, Microsoft Excel, Logistics, Microsoft Word, Respect, Communication, Patience, Technology, Databases, Customer Service, Problem Solving, Business, Hospitality, Development, Internal & External..., Innovation, Creativity, Initiator, Social Media, Community Service, Highly responsible, Event Planning, Project Planning, Marketing Strategy, Team Building, Team Leadership, Team-oriented, Passion for Helping..., Passion to Succeed
Education
Indiana State University 2011 — 2015
Insurance & Risk Management and Financial Services, Financial Services and Insurance and Risk Management
Indiana State University - School of Business 2011 — 2015
Insurance & Risk Management and Financial Services, Insurance and Risk Management, Senior
Symetra June 2015 - Present
Charles Schwab May 2013 - May 2015
Indiana State University November 2011 - May 2015
Westfield Group/Westfield Insurance May 2014 - August 2014
Indiana State University January 2013 - May 2013
Indiana State University October 2011 - January 2013
Indiana State University October 2011 - January 2013
Holiday World & Splashin' Safari February 2010 - August 2012
Holiday World and Splashin’ Safari April 2007 - August 2012
Skills
Leadership, Recruiting, Time Management, Organization, Events, Microsoft Excel, Logistics, Microsoft Word, Respect, Communication, Patience, Technology, Databases, Customer Service, Problem Solving, Business, Hospitality, Development, Internal & External..., Innovation, Creativity, Initiator, Social Media, Community Service, Highly responsible, Event Planning, Project Planning, Marketing Strategy, Team Building, Team Leadership, Team-oriented, Passion for Helping..., Passion to Succeed
Education
Indiana State University 2011 — 2015
Insurance & Risk Management and Financial Services, Financial Services and Insurance and Risk Management
Indiana State University - School of Business 2011 — 2015
Insurance & Risk Management and Financial Services, Insurance and Risk Management, Senior
Grant Jenkins Grant Jenkins's Symetra Experience June 2012 - August 2012
Job Account Manager at Ipsos Connect
Industry Market Research
Experience
Ipsos Connect September 2015 - Present
Ipsos June 2014 - September 2015
Ipsos June 2013 - August 2013
Symetra June 2012 - August 2012
Skills
Market Research, Data Analysis, PowerPoint, Microsoft Excel, Research, Microsoft Office
Education
Kenyon College 2010 — 2014
Bachelor of Arts (BA), Statistics/Economics
Ipsos Connect September 2015 - Present
Ipsos June 2014 - September 2015
Ipsos June 2013 - August 2013
Symetra June 2012 - August 2012
Skills
Market Research, Data Analysis, PowerPoint, Microsoft Excel, Research, Microsoft Office
Education
Kenyon College 2010 — 2014
Bachelor of Arts (BA), Statistics/Economics
Andy McMillan Andy McMillan's Symetra Experience 2011 - 2013
Job Vice President Employee Benefits at BB&T. Founder at EPIC Leadership Group
Industry Financial Services
Experience
BB&T Insurance Services Inc. 2015 - Present
Epic Leadership Group 2013 - Present
Anthem 2013 - 2015
Symetra 2011 - 2013
Principal Financial Group 2008 - 2011
Aetna 2005 - 2008
Fellowship Bible Church & Christ Chapel Bible Church 1999 - 2005
Unum June 1995 - October 1999
Skills
Strategic Leadership, Consultative Selling, Solution Selling, Speaking Engagements, Employee Benefits, Disability Insurance, Dental, Sales Management, Public Speaking, Recruiting, Marketing, Competitive Analysis, Health Insurance, Sales, Management, Leadership, Insurance, Selling, Strategic Planning, Team Building, Account Management, New Business Development, Customer Service, Finance, Healthcare, Term Life Insurance, Life Insurance, Team Management, Employee Benefits Design, Team Leadership, Cross-functional Team..., Fixed Annuities, Human Resources, Health Savings Accounts, Underwriting, Brokers, Customer Retention, Long-term Care, Program Management, Group Insurance, Accident, Managed Care, 401k, Sales Presentations, Benefits Administration, Workers Compensation, Cold Calling, Health Care Reform, Retirement, Long Term Care Insurance
Education
Dallas Theological Seminary
Master of Theology, Theology, Pastoral Leadership, Church Planting
Miami University
Marketing, Business
BB&T Insurance Services Inc. 2015 - Present
Epic Leadership Group 2013 - Present
Anthem 2013 - 2015
Symetra 2011 - 2013
Principal Financial Group 2008 - 2011
Aetna 2005 - 2008
Fellowship Bible Church & Christ Chapel Bible Church 1999 - 2005
Unum June 1995 - October 1999
Skills
Strategic Leadership, Consultative Selling, Solution Selling, Speaking Engagements, Employee Benefits, Disability Insurance, Dental, Sales Management, Public Speaking, Recruiting, Marketing, Competitive Analysis, Health Insurance, Sales, Management, Leadership, Insurance, Selling, Strategic Planning, Team Building, Account Management, New Business Development, Customer Service, Finance, Healthcare, Term Life Insurance, Life Insurance, Team Management, Employee Benefits Design, Team Leadership, Cross-functional Team..., Fixed Annuities, Human Resources, Health Savings Accounts, Underwriting, Brokers, Customer Retention, Long-term Care, Program Management, Group Insurance, Accident, Managed Care, 401k, Sales Presentations, Benefits Administration, Workers Compensation, Cold Calling, Health Care Reform, Retirement, Long Term Care Insurance
Education
Dallas Theological Seminary
Master of Theology, Theology, Pastoral Leadership, Church Planting
Miami University
Marketing, Business
Matt Fallon's Symetra Experience March 2015 - Present
Job Wholesaler at Symetra
Industry Financial Services
Experience
Symetra March 2015 - Present
Verdis Investment Management January 2012 - November 2013
Lincoln Financial Distributors April 2008 - December 2011
Transamerica February 2005 - April 2008
Skills
Business Development, Financial Services, Sales, Insurance, Salesforce.com, Marketing, New Business Development, Sales Management, Finance, Banking, Disability Insurance, Long Term Care Insurance, Hedge Funds, ETFs, Retirement Planning, Series 7, Investments, Estate Planning, Fixed Annuities, Mutual Funds, Series 63
Education
New York University 1998 — 2002
BA, English
Calvert Hall 1994 — 1998
HS, High School Certificate of Competence Program
Symetra March 2015 - Present
Verdis Investment Management January 2012 - November 2013
Lincoln Financial Distributors April 2008 - December 2011
Transamerica February 2005 - April 2008
Skills
Business Development, Financial Services, Sales, Insurance, Salesforce.com, Marketing, New Business Development, Sales Management, Finance, Banking, Disability Insurance, Long Term Care Insurance, Hedge Funds, ETFs, Retirement Planning, Series 7, Investments, Estate Planning, Fixed Annuities, Mutual Funds, Series 63
Education
New York University 1998 — 2002
BA, English
Calvert Hall 1994 — 1998
HS, High School Certificate of Competence Program
Jackie Brown, GBA, GBDS Jackie Brown, GBA, GBDS's Symetra Experience October 2012 - Present
Job Regional Account Manager at Symetra
Industry Insurance
Experience
Symetra October 2012 - Present
Wells Fargo Insurance Services July 2007 - October 2012
Northwestern Benefit Corporation of Georgia October 2001 - July 2007
Kaiser Foundation Health Plan September 1998 - October 2001
Skills
Employee Benefits, Group Insurance, Benefits Administration, Strategic Account..., Experienced Health &..., Manage Client..., Client Relations Skills, Vendor Management Skills, Disability Insurance, Renewals, Healthcare, Analysis, Dental Insurance, LOMA
Education
Morris Brown College
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Symetra October 2012 - Present
Wells Fargo Insurance Services July 2007 - October 2012
Northwestern Benefit Corporation of Georgia October 2001 - July 2007
Kaiser Foundation Health Plan September 1998 - October 2001
Skills
Employee Benefits, Group Insurance, Benefits Administration, Strategic Account..., Experienced Health &..., Manage Client..., Client Relations Skills, Vendor Management Skills, Disability Insurance, Renewals, Healthcare, Analysis, Dental Insurance, LOMA
Education
Morris Brown College
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Demaris Schneider Demaris Schneider's Symetra Experience 2005 - 2013
Job Business/Data Analyst seeking a new opportunity
Industry Insurance
Experience
Symetra 2005 - 2013
Safeco Insurance 2001 - 2005
PhotoBooks, Inc 1995 - 1998
Skills
Whole Life, PAM for Securities, Life Insurance, Account Reconciliation, Data Analysis, Insurance, Reinsurance, Financial Reporting, Financial Analysis, Financial Modeling, Finance, Accounting, Underwriting
Education
University of Oregon 1998 — 2000
Master of Science (M.S.), Mathematics
Georgia Tech 1989 — 1994
Bachelor of Science (B.S.), Applied Mathematics
Symetra 2005 - 2013
Safeco Insurance 2001 - 2005
PhotoBooks, Inc 1995 - 1998
Skills
Whole Life, PAM for Securities, Life Insurance, Account Reconciliation, Data Analysis, Insurance, Reinsurance, Financial Reporting, Financial Analysis, Financial Modeling, Finance, Accounting, Underwriting
Education
University of Oregon 1998 — 2000
Master of Science (M.S.), Mathematics
Georgia Tech 1989 — 1994
Bachelor of Science (B.S.), Applied Mathematics
Brenda Canning, ACS, ALMI's Symetra Experience August 2012 - December 2013
Job at
Industry Financial Services
Experience
Sun Life Financial September 2015 - Present
Sun Life Financial January 2014 - September 2015
Symetra August 2012 - December 2013
Symetra March 2012 - July 2012
Sun Life Financial September 2011 - March 2012
Sun Life Financial September 2006 - September 2011
Blue Cross Blue Shield of Massachusetts January 2001 - July 2006
Tufts Health Plan January 1997 - January 1999
Skills
Process Improvement, Insurance, Quality Assurance, Customer Service, Training, Analysis, Policy, New Business Development, Vendor Management, Claim, Business Analysis, Compliance, Problem Solving, Staff Mentoring, Term Life Insurance, Team Building, SharePoint, Mentoring
Education
Newbury College 2000 — 2005
Bachelor's, Legal
Sun Life Financial September 2015 - Present
Sun Life Financial January 2014 - September 2015
Symetra August 2012 - December 2013
Symetra March 2012 - July 2012
Sun Life Financial September 2011 - March 2012
Sun Life Financial September 2006 - September 2011
Blue Cross Blue Shield of Massachusetts January 2001 - July 2006
Tufts Health Plan January 1997 - January 1999
Skills
Process Improvement, Insurance, Quality Assurance, Customer Service, Training, Analysis, Policy, New Business Development, Vendor Management, Claim, Business Analysis, Compliance, Problem Solving, Staff Mentoring, Term Life Insurance, Team Building, SharePoint, Mentoring
Education
Newbury College 2000 — 2005
Bachelor's, Legal
Carrie Benoit Carrie Benoit's Symetra Experience April 2014 - Present
Job AVP, New Business Operations at Symetra
Industry Insurance
Experience
Symetra April 2014 - Present
Symetra February 2012 - April 2014
Sun Life Financial 2006 - December 2011
Sun Life Financial 2004 - 2006
Sun Life Financial 2003 - 2004
Allmerica Financial 2001 - 2003
Allmerica Financial 2000 - 2001
Allmerica Financial 1996 - 2000
Skills
Strategy, Change Management, Process Improvement, Leadership, Management, Project Management, Operations Management, Insurance, Business Planning, Performance Management, Team Building, New Business Development, Strategic Planning, Recruiting, Quality Assurance, Business Analysis
Education
Nichols College
Masters, Business Administration
Quinnipiac University
Bachelor of Science, Business Management
The George Washington University
Project Management Certificate
Symetra April 2014 - Present
Symetra February 2012 - April 2014
Sun Life Financial 2006 - December 2011
Sun Life Financial 2004 - 2006
Sun Life Financial 2003 - 2004
Allmerica Financial 2001 - 2003
Allmerica Financial 2000 - 2001
Allmerica Financial 1996 - 2000
Skills
Strategy, Change Management, Process Improvement, Leadership, Management, Project Management, Operations Management, Insurance, Business Planning, Performance Management, Team Building, New Business Development, Strategic Planning, Recruiting, Quality Assurance, Business Analysis
Education
Nichols College
Masters, Business Administration
Quinnipiac University
Bachelor of Science, Business Management
The George Washington University
Project Management Certificate
Samantha Arthur, CPA's Symetra Experience 2014 - Present
Job Sr. Financial Analyst at Symetra
Industry Accounting
Experience
Symetra 2014 - Present
Razorfish 2012 - 2014
Razorfish 2011 - 2012
Liberty Mutual Group 2010 - 2011
Center for Int'l Career Development & Northwest Student Exchange 2008 - 2010
Alexis Hotel 2008 - 2009
Skills
Accounting, Financial Analysis, Financial Reporting, General Ledger, Financial Statements, Account Reconciliation, QuickBooks, Auditing, Accounts Payable, Accounts Receivable, Variance Analysis, Fixed Assets, Payroll, Finance, Accruals, Analysis, Invoicing, Bookkeeping, Journal Entries
Education
University of Washington, Michael G. Foster School of Business 2006 — 2010
Bachelors, Accounting
North Seattle Community College 2011 — 2012
Fraud Certificate & Not-for-Profit Management Certificate, Accounting
Symetra 2014 - Present
Razorfish 2012 - 2014
Razorfish 2011 - 2012
Liberty Mutual Group 2010 - 2011
Center for Int'l Career Development & Northwest Student Exchange 2008 - 2010
Alexis Hotel 2008 - 2009
Skills
Accounting, Financial Analysis, Financial Reporting, General Ledger, Financial Statements, Account Reconciliation, QuickBooks, Auditing, Accounts Payable, Accounts Receivable, Variance Analysis, Fixed Assets, Payroll, Finance, Accruals, Analysis, Invoicing, Bookkeeping, Journal Entries
Education
University of Washington, Michael G. Foster School of Business 2006 — 2010
Bachelors, Accounting
North Seattle Community College 2011 — 2012
Fraud Certificate & Not-for-Profit Management Certificate, Accounting
Molly Brady's Symetra Experience February 2012 - August 2012
Job HR Specialist at POP
Industry Marketing and Advertising
Experience
POP July 2015 - Present
POP February 2013 - July 2015
DigiPen Institute of Technology August 2012 - February 2013
Symetra February 2012 - August 2012
Redwood Children's Services May 2010 - February 2012
Selzer Realty December 2009 - May 2010
Regus July 2008 - October 2009
Skills
Training, Human Resources, Customer Service, Employee Benefits, Communication, Interpersonal Skill, Public Speaking, Teamwork, Data Entry, Leadership, Benefits Administration, Higher Education, Analysis, Management, Community Outreach, New Hire Orientations, Digital Marketing, Onboarding, Interviews, Recruiting, HRIS, Workday
Education
DeVry University-California 2007 — 2010
Bachelor of Science (BS), Business Administration and Management, General
POP July 2015 - Present
POP February 2013 - July 2015
DigiPen Institute of Technology August 2012 - February 2013
Symetra February 2012 - August 2012
Redwood Children's Services May 2010 - February 2012
Selzer Realty December 2009 - May 2010
Regus July 2008 - October 2009
Skills
Training, Human Resources, Customer Service, Employee Benefits, Communication, Interpersonal Skill, Public Speaking, Teamwork, Data Entry, Leadership, Benefits Administration, Higher Education, Analysis, Management, Community Outreach, New Hire Orientations, Digital Marketing, Onboarding, Interviews, Recruiting, HRIS, Workday
Education
DeVry University-California 2007 — 2010
Bachelor of Science (BS), Business Administration and Management, General
Jeff Kessock's Symetra Experience September 2015 - Present
Job Internal Wholesaler
Industry Financial Services
Experience
Symetra September 2015 - Present
Symetra December 2014 - September 2015
OffRoad Upgrades March 2013 - September 2014
VeriFone April 2013 - January 2014
New York Life Insurance Company May 2009 - February 2013
T. Rowe Price April 2006 - April 2009
Franklin Templeton Investments September 2004 - April 2006
Intersecurities Inc. February 2004 - September 2004
Skills
Recruiting, Employee Training, Retirement Planning, Investments, Asset Management, Training, Insurance, Instructional Design, Small Business, Portfolio Management, Financial Services, Mutual Funds, Finance, Estate Planning, Life Insurance, Financial Planners, IRAs, Sales, Leadership, Management, Employee Benefits, Fixed Annuities, Interviews, Team Building, Retirement, Coaching, Time Management, Succession Planning, 401k, Wealth Management, New Business Development, Strategic Financial..., Financial Planning
Education
HR Certification Institute 2013 — 2013
Professional of Human Resources (PHR), Human Resources
Florida State University 1999 — 2003
Bachelor of Science, Social Science (Business Economics, Political Science)
Symetra September 2015 - Present
Symetra December 2014 - September 2015
OffRoad Upgrades March 2013 - September 2014
VeriFone April 2013 - January 2014
New York Life Insurance Company May 2009 - February 2013
T. Rowe Price April 2006 - April 2009
Franklin Templeton Investments September 2004 - April 2006
Intersecurities Inc. February 2004 - September 2004
Skills
Recruiting, Employee Training, Retirement Planning, Investments, Asset Management, Training, Insurance, Instructional Design, Small Business, Portfolio Management, Financial Services, Mutual Funds, Finance, Estate Planning, Life Insurance, Financial Planners, IRAs, Sales, Leadership, Management, Employee Benefits, Fixed Annuities, Interviews, Team Building, Retirement, Coaching, Time Management, Succession Planning, 401k, Wealth Management, New Business Development, Strategic Financial..., Financial Planning
Education
HR Certification Institute 2013 — 2013
Professional of Human Resources (PHR), Human Resources
Florida State University 1999 — 2003
Bachelor of Science, Social Science (Business Economics, Political Science)
Keith Daigle's Symetra Experience June 2014 - June 2015
Job Sr. Underwriting Consultant, AIG
Industry Insurance
Experience
AIG June 2015 - Present
Symetra June 2014 - June 2015
Symetra November 2011 - June 2014
The Hartford July 2010 - October 2011
The Hartford June 2008 - June 2010
The Hartford January 2008 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Insurance, Life Insurance, Employee Benefits, Underwriting, Disability Insurance, Risk Management, Term Life Insurance, Analysis
Education
Eastern Connecticut State University 2003 — 2007
Bachelor's degree, Business Administration and Management, General
AIG June 2015 - Present
Symetra June 2014 - June 2015
Symetra November 2011 - June 2014
The Hartford July 2010 - October 2011
The Hartford June 2008 - June 2010
The Hartford January 2008 - May 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Insurance, Life Insurance, Employee Benefits, Underwriting, Disability Insurance, Risk Management, Term Life Insurance, Analysis
Education
Eastern Connecticut State University 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Jackie Cole Jackie Cole's Symetra Experience September 2014 - December 2014
Job Senior Staffing Specialist
Industry Staffing and Recruiting
Experience
Puget Sound Energy March 2015 - June 2015
Symetra September 2014 - December 2014
Xtreme Consulting Group, Inc. April 2011 - June 2012
Microsoft Corporation August 2000 - July 2009
Microsoft Corporation May 1997 - August 2000
Microsoft Corporation August 1994 - May 1997
Microsoft Corporation August 1991 - August 1994
Skills
PHR, Vendor Relations, Full-life Cycle..., Executive Search, Sales, Account Management, IT Recruitment, Technology Recruitment, Candidate Generation, Human Resources, health and wellness, CRM, Hiring, Networking, Training, Talent Acquisition, Temporary Placement, Management, Business Development, Onboarding, Client-focused, Strategic Sourcing, Job Coaching, Applicant Tracking..., Consulting, Recruiting, Leadership, Sourcing, Information Technology, Oil & Gas Industry, Utility Industry, SAP
Education
Eastern Washington University
Bachelor of Arts, Business Administration
Puget Sound Energy March 2015 - June 2015
Symetra September 2014 - December 2014
Xtreme Consulting Group, Inc. April 2011 - June 2012
Microsoft Corporation August 2000 - July 2009
Microsoft Corporation May 1997 - August 2000
Microsoft Corporation August 1994 - May 1997
Microsoft Corporation August 1991 - August 1994
Skills
PHR, Vendor Relations, Full-life Cycle..., Executive Search, Sales, Account Management, IT Recruitment, Technology Recruitment, Candidate Generation, Human Resources, health and wellness, CRM, Hiring, Networking, Training, Talent Acquisition, Temporary Placement, Management, Business Development, Onboarding, Client-focused, Strategic Sourcing, Job Coaching, Applicant Tracking..., Consulting, Recruiting, Leadership, Sourcing, Information Technology, Oil & Gas Industry, Utility Industry, SAP
Education
Eastern Washington University
Bachelor of Arts, Business Administration
Jesus Olivares-Diaz Sr. Jesus Olivares-Diaz Sr.'s Symetra Experience January 2013 - July 2013
Job Client Services Professional
Industry Chemicals
Experience
Wilbur-Ellis Company July 2015 - Present
DataSphere Technologies Inc. October 2014 - May 2015
Bank of America December 2013 - July 2014
Valley Empire Collection August 2013 - December 2013
Symetra January 2013 - July 2013
Toys R Us September 2005 - December 2012
Gap Inc./Old Navy January 2009 - January 2012
Skills
Customer Service, Finance, Sales, Marketing, Negotiation, Continuous Improvement, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, HTML, Strategic Planning, Budgets, Accounting, Accounts Payable, Accounts Receivable, Data Entry, Life Insurance, Investments, Banking, Spanish Translation, Up-selling, B2B, Marketing Communications, 10 Key, Garnishments, Auditing, Internal Audit, Cash Management, Retail Sales
Education
Lake Washington institute of technology 2009 — 2013
Associate's Degree, Architectural Design
Wilbur-Ellis Company July 2015 - Present
DataSphere Technologies Inc. October 2014 - May 2015
Bank of America December 2013 - July 2014
Valley Empire Collection August 2013 - December 2013
Symetra January 2013 - July 2013
Toys R Us September 2005 - December 2012
Gap Inc./Old Navy January 2009 - January 2012
Skills
Customer Service, Finance, Sales, Marketing, Negotiation, Continuous Improvement, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, HTML, Strategic Planning, Budgets, Accounting, Accounts Payable, Accounts Receivable, Data Entry, Life Insurance, Investments, Banking, Spanish Translation, Up-selling, B2B, Marketing Communications, 10 Key, Garnishments, Auditing, Internal Audit, Cash Management, Retail Sales
Education
Lake Washington institute of technology 2009 — 2013
Associate's Degree, Architectural Design
Kelsey Watkins Kelsey Watkins's Symetra Experience August 2015 - Present
Job Student at Keene State College
Industry Insurance
Experience
Symetra August 2015 - Present
Boston Burger Company April 2013 - September 2015
Moe Clothing September 2014 - May 2015
Keene State College August 2011 - May 2015
Skills
Customer Service, Microsoft Office, Social Media, Time Management, Editing, Facebook, PowerPoint, Research, Public Speaking, Leadership, Microsoft Excel, Social Networking, Teamwork, Microsoft Word, Social Media Marketing, Critical Thinking, Management, Communication
Education
Keene State College 2011 — 2015
Bachelor of Science (B.S.), Management
Symetra August 2015 - Present
Boston Burger Company April 2013 - September 2015
Moe Clothing September 2014 - May 2015
Keene State College August 2011 - May 2015
Skills
Customer Service, Microsoft Office, Social Media, Time Management, Editing, Facebook, PowerPoint, Research, Public Speaking, Leadership, Microsoft Excel, Social Networking, Teamwork, Microsoft Word, Social Media Marketing, Critical Thinking, Management, Communication
Education
Keene State College 2011 — 2015
Bachelor of Science (B.S.), Management
Joyce Juette Joyce Juette's Symetra Experience February 2015 - Present
Job Knowledge Base Analyst at Symetra
Industry Financial Services
Experience
Symetra February 2015 - Present
Symetra June 2014 - February 2015
Guidant Financial Group March 2013 - June 2014
Guidant Financial Group December 2011 - February 2013
Symetra September 2009 - April 2011
Symetra January 2009 - September 2009
Symetra January 2008 - January 2009
Symetra August 2007 - January 2008
Skills
Customer Service, Account Management, Microsoft Office, Microsoft Excel, Process Improvement, Training, Sales, Business Development, Coaching, Management, New Business Development, Leadership, Salesforce.com, Call Centers, Teamwork, Project Management, Team Building, Recruiting, Team Leadership
Education
Eastern New Mexico University 2004 — 2006
Bachelor of Science, Broadcast Journalism
Highline Community College
Associate of Arts (A.A.)
Symetra February 2015 - Present
Symetra June 2014 - February 2015
Guidant Financial Group March 2013 - June 2014
Guidant Financial Group December 2011 - February 2013
Symetra September 2009 - April 2011
Symetra January 2009 - September 2009
Symetra January 2008 - January 2009
Symetra August 2007 - January 2008
Skills
Customer Service, Account Management, Microsoft Office, Microsoft Excel, Process Improvement, Training, Sales, Business Development, Coaching, Management, New Business Development, Leadership, Salesforce.com, Call Centers, Teamwork, Project Management, Team Building, Recruiting, Team Leadership
Education
Eastern New Mexico University 2004 — 2006
Bachelor of Science, Broadcast Journalism
Highline Community College
Associate of Arts (A.A.)
Meredith Stanley Meredith Stanley's Symetra Experience February 2014 - Present
Job Sales Support Specialist at Symetra Financial
Industry Primary/Secondary Education
Experience
Symetra February 2014 - Present
Mathnasium - The Math Learning Center January 2013 - February 2014
Le Rendez-Vous Organic French Bakery September 2012 - January 2013
Oregon State University June 2011 - July 2012
Oregon State University September 2010 - June 2011
Mathnasium - The Math Learning Center March 2007 - September 2008
Mills Music June 2006 - February 2007
Skills
Tutoring, Curriculum Design, Teaching, Public Speaking, Sales, Salesforce.com, Microsoft Office, WePayOnline, Marketing, Social Networking, Event Planning, Research, Lesson Planning, Classroom, Classroom Management, Fixed Annuities, Indexed Annuities, Annuity Sales, Microsoft Dynamics, SharePoint, AWD, DOC1
Education
Oregon State University 2008 — 2013
BS, Liberal Studies
Linn-Benton Community College 2011 — 2012
Symetra February 2014 - Present
Mathnasium - The Math Learning Center January 2013 - February 2014
Le Rendez-Vous Organic French Bakery September 2012 - January 2013
Oregon State University June 2011 - July 2012
Oregon State University September 2010 - June 2011
Mathnasium - The Math Learning Center March 2007 - September 2008
Mills Music June 2006 - February 2007
Skills
Tutoring, Curriculum Design, Teaching, Public Speaking, Sales, Salesforce.com, Microsoft Office, WePayOnline, Marketing, Social Networking, Event Planning, Research, Lesson Planning, Classroom, Classroom Management, Fixed Annuities, Indexed Annuities, Annuity Sales, Microsoft Dynamics, SharePoint, AWD, DOC1
Education
Oregon State University 2008 — 2013
BS, Liberal Studies
Linn-Benton Community College 2011 — 2012
Jessica (Schmidt) Gardner, ASA Jessica (Schmidt) Gardner, ASA's Symetra Experience June 2011 - September 2011
Job Associate Actuary at Milliman
Industry Insurance
Experience
Milliman June 2012 - Present
Symetra June 2011 - September 2011
Anchor QEA January 2010 - October 2010
Anchor QEA June 2008 - January 2010
NRS - Northwest River Supplies, Inc. August 2006 - May 2008
Clarkston Veterinary Clinic November 2005 - August 2006
Clearwater Reporting August 2002 - November 2005
Skills
Excel, Access, VBA, Outlook, Word, PowerPoint, Customer Service, Microsoft Excel, Accounts Payable, Research, Project Planning, Spreadsheets, Event Planning, Data Analysis, Microsoft Word, Project Management, Data Entry, Software Documentation
Education
University of Idaho 2004 — 2008
BA, General Studies
North Seattle College 2009 — 2010
Continuing Education
Milliman June 2012 - Present
Symetra June 2011 - September 2011
Anchor QEA January 2010 - October 2010
Anchor QEA June 2008 - January 2010
NRS - Northwest River Supplies, Inc. August 2006 - May 2008
Clarkston Veterinary Clinic November 2005 - August 2006
Clearwater Reporting August 2002 - November 2005
Skills
Excel, Access, VBA, Outlook, Word, PowerPoint, Customer Service, Microsoft Excel, Accounts Payable, Research, Project Planning, Spreadsheets, Event Planning, Data Analysis, Microsoft Word, Project Management, Data Entry, Software Documentation
Education
University of Idaho 2004 — 2008
BA, General Studies
North Seattle College 2009 — 2010
Continuing Education
Andrew Dziedzic, CIMA®, MBA Andrew Dziedzic, CIMA®, MBA's Symetra Experience May 2012 - March 2013
Job Financial Strategies Advisory
Industry Financial Services
Experience
Financial Strategies Advisory March 2013 - Present
Symetra May 2012 - March 2013
Sentinel Investments November 2005 - May 2012
Vanguard August 2004 - November 2005
Skills
Mutual Funds, Investments, New Business Development, Business Planning, Finance, Series 63, Alternative Investments, Asset Allocation, Wealth Management, Securities, Series 7, Series 65, 401k Rollovers, 401k, Retirement Planning, Life Insurance, Variable Annuities, Fixed Annuities, Personal Budgeting, Real Estate, Property Management, Rental Real Estate, Personal Financial...
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certified Investment Management Analyst, Asset Management
La Salle University 2006 — 2008
MBA, Finance
Indiana University of Pennsylvania 1998 — 2002
Bachelors, Business
North Penn High School 1997 — 1998
Lansdale Catholic 1995 — 1997
CEG Worldwide
CEG Worldwide Consultant Program, Business Process Enhancement
Financial Strategies Advisory March 2013 - Present
Symetra May 2012 - March 2013
Sentinel Investments November 2005 - May 2012
Vanguard August 2004 - November 2005
Skills
Mutual Funds, Investments, New Business Development, Business Planning, Finance, Series 63, Alternative Investments, Asset Allocation, Wealth Management, Securities, Series 7, Series 65, 401k Rollovers, 401k, Retirement Planning, Life Insurance, Variable Annuities, Fixed Annuities, Personal Budgeting, Real Estate, Property Management, Rental Real Estate, Personal Financial...
Education
University of Pennsylvania - The Wharton School 2010 — 2010
Certified Investment Management Analyst, Asset Management
La Salle University 2006 — 2008
MBA, Finance
Indiana University of Pennsylvania 1998 — 2002
Bachelors, Business
North Penn High School 1997 — 1998
Lansdale Catholic 1995 — 1997
CEG Worldwide
CEG Worldwide Consultant Program, Business Process Enhancement
Charlie Baltazar's Symetra Experience April 2014 - Present
Job Sr. IT Support Technician
Industry Information Technology and Services
Experience
Symetra April 2014 - Present
Symetra via Xerox ITO May 2012 - April 2014
All In Networks February 2012 - April 2012
Dr PC Fix February 2012 - April 2012
Associated Counsel for the Accused January 2012 - February 2012
Boeing May 2010 - June 2011
Sears Holdings Corporation November 2008 - May 2010
Sears Holdings Corporation October 2007 - November 2008
Skills
Technical Support, Troubleshooting, Active Directory, Hardware, Network Administration, Laptops, Computer Hardware, Help Desk Support, SharePoint, Windows, Servers, Windows 7, BMC Remedy, Windows Server, XP, VPN, Software Documentation, Computer Repair, Operating Systems, Software Installation, Networking, Citrix, VoIP, Server Administration, Firewalls, System Deployment, Visio, A+ Certified, System Administration, Linux, DNS, TCP/IP, ITIL, Printers, IT Service Management, Network Security, Desktop Computers, Microsoft Office 2007, Incident Management, Process Improvement, Group Policy, Workstations, Microsoft Office, Windows XP, Disk Encryption, NSIS, McAfee Antivirus, Customer Service, Dell Computers, CompTIA A+
Education
Lake Washington Technical College 2011 — 2011
GED Assesment
Mountlake Terrace High School 2004 — 2008
Sno-Isle Tech Skills Center 2006 — 2007
Computers, Servers & Networking
Symetra April 2014 - Present
Symetra via Xerox ITO May 2012 - April 2014
All In Networks February 2012 - April 2012
Dr PC Fix February 2012 - April 2012
Associated Counsel for the Accused January 2012 - February 2012
Boeing May 2010 - June 2011
Sears Holdings Corporation November 2008 - May 2010
Sears Holdings Corporation October 2007 - November 2008
Skills
Technical Support, Troubleshooting, Active Directory, Hardware, Network Administration, Laptops, Computer Hardware, Help Desk Support, SharePoint, Windows, Servers, Windows 7, BMC Remedy, Windows Server, XP, VPN, Software Documentation, Computer Repair, Operating Systems, Software Installation, Networking, Citrix, VoIP, Server Administration, Firewalls, System Deployment, Visio, A+ Certified, System Administration, Linux, DNS, TCP/IP, ITIL, Printers, IT Service Management, Network Security, Desktop Computers, Microsoft Office 2007, Incident Management, Process Improvement, Group Policy, Workstations, Microsoft Office, Windows XP, Disk Encryption, NSIS, McAfee Antivirus, Customer Service, Dell Computers, CompTIA A+
Education
Lake Washington Technical College 2011 — 2011
GED Assesment
Mountlake Terrace High School 2004 — 2008
Sno-Isle Tech Skills Center 2006 — 2007
Computers, Servers & Networking
Jason Bordeaux Jason Bordeaux's Symetra Experience December 2014 - Present
Job Sale Support Specialist at Symetra
Industry Financial Services
Experience
Symetra December 2014 - Present
PETCO Animal Supplies, Inc. December 2013 - December 2014
Chevrolet Cadillac Hummer of Bellevue February 2013 - August 2013
Sonic Automotive January 2011 - February 2013
Small Business Solutions January 2010 - January 2011
Olympic Eagle June 2008 - August 2009
Skills
Sales, Sales Management, Cold Calling, Customer Satisfaction, Training, Retail, Customer Service, Public Speaking, Marketing
Education
Grand Canyon University 2014 — 2017
Bachelor of Science (B.S.), Economics and Finance
University of Redlands 2007 — 2010
Symetra December 2014 - Present
PETCO Animal Supplies, Inc. December 2013 - December 2014
Chevrolet Cadillac Hummer of Bellevue February 2013 - August 2013
Sonic Automotive January 2011 - February 2013
Small Business Solutions January 2010 - January 2011
Olympic Eagle June 2008 - August 2009
Skills
Sales, Sales Management, Cold Calling, Customer Satisfaction, Training, Retail, Customer Service, Public Speaking, Marketing
Education
Grand Canyon University 2014 — 2017
Bachelor of Science (B.S.), Economics and Finance
University of Redlands 2007 — 2010
Jan Cervelli's Symetra Experience 2012 - 2014
Job Contracts Support Specialist at Philips
Industry Medical Devices
Experience
Philips May 2015 - Present
Philips October 2014 - May 2015
Symetra 2012 - 2014
Super Supplements 2009 - 2012
City University of Seattle 2008 - 2009
Coinstar 2007 - 2008
Community Health Center of Snohomish County 2006 - 2007
Washington Mutual Bank 1997 - 2006
Relevant Administrative Professional Experience September 1981 - March 1997
Skills
Call Centers, Customer Experience, Customer Satisfaction, Management, Team Management, Operations Management, Metrics Reporting, Call Quality Monitoring, Scheduling, Written & Verbal..., Verbal De-escalation, Writing Procedures, Documenting Processes, Conducting Interviews, Conducting Team Meetings, Employee Training, Customer Service, Team Leadership, Interviews, Leadership, Process Improvement, Team Building, Coaching, Microsoft Office
Education
Humphreys College
Speed Writing for Business
Long Beach City College
Courses in Business Management and General Studies
San Joaquin Delta College
Courses General Studies
Philips May 2015 - Present
Philips October 2014 - May 2015
Symetra 2012 - 2014
Super Supplements 2009 - 2012
City University of Seattle 2008 - 2009
Coinstar 2007 - 2008
Community Health Center of Snohomish County 2006 - 2007
Washington Mutual Bank 1997 - 2006
Relevant Administrative Professional Experience September 1981 - March 1997
Skills
Call Centers, Customer Experience, Customer Satisfaction, Management, Team Management, Operations Management, Metrics Reporting, Call Quality Monitoring, Scheduling, Written & Verbal..., Verbal De-escalation, Writing Procedures, Documenting Processes, Conducting Interviews, Conducting Team Meetings, Employee Training, Customer Service, Team Leadership, Interviews, Leadership, Process Improvement, Team Building, Coaching, Microsoft Office
Education
Humphreys College
Speed Writing for Business
Long Beach City College
Courses in Business Management and General Studies
San Joaquin Delta College
Courses General Studies
Stacy Crosser-McGay, CPA's Symetra Experience June 2014 - August 2015
Job SALT Amazon
Industry Retail
Experience
Amazon August 2015 - Present
Symetra June 2014 - August 2015
Symetra September 2012 - June 2014
Starbucks December 2009 - September 2012
Valero Energy Corporation 2007 - 2008
RJ Reynolds (WIS) 2005 - 2008
Skills
Accounting, Microsoft Office, Microsoft Excel, Tax, Analysis, PowerPoint, Cash Flow, QuickBooks, Corporate Tax, Microsoft Word, Account Reconciliation, Data Entry, Accounts Payable, Access, Inventory Management, Auditing, Financial Analysis, Internal Controls, Budgets, Customer Service, Research, Payroll, Financial Reporting, Time Management, Financial Accounting, General Ledger, Sarbanes-Oxley Act, Team Leadership, Teamwork, Accounts Receivable, Income Tax, CPA, Financial Statements, Accruals, GAAP
Education
Golden Gate University 2013 — 2016
Master of Science (MS), Taxation
University of Washington 2011 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 3.94
The University of Texas at San Antonio 2006 — 2008
Amazon August 2015 - Present
Symetra June 2014 - August 2015
Symetra September 2012 - June 2014
Starbucks December 2009 - September 2012
Valero Energy Corporation 2007 - 2008
RJ Reynolds (WIS) 2005 - 2008
Skills
Accounting, Microsoft Office, Microsoft Excel, Tax, Analysis, PowerPoint, Cash Flow, QuickBooks, Corporate Tax, Microsoft Word, Account Reconciliation, Data Entry, Accounts Payable, Access, Inventory Management, Auditing, Financial Analysis, Internal Controls, Budgets, Customer Service, Research, Payroll, Financial Reporting, Time Management, Financial Accounting, General Ledger, Sarbanes-Oxley Act, Team Leadership, Teamwork, Accounts Receivable, Income Tax, CPA, Financial Statements, Accruals, GAAP
Education
Golden Gate University 2013 — 2016
Master of Science (MS), Taxation
University of Washington 2011 — 2012
Bachelor of Business Administration (B.B.A.), Accounting, 3.94
The University of Texas at San Antonio 2006 — 2008
Jonathon Brooks, CFE, GBDS's Symetra Experience April 2012 - Present
Job Corporate Security & SIU Investigator
Industry Security and Investigations
Experience
Symetra April 2012 - Present
Mobile Police Department December 2002 - February 2012
US Air Force Reserve December 2004 - November 2010
US Navy Reserve January 2004 - December 2004
United States Air Force August 1998 - April 2001
Skills
Interrogation, Private Investigations, Firearms, Physical Security, Work Place Violence, Fraud, Investigation, Enforcement, Security, Weapons, Criminal Investigations, Insurance, Training, Patrol, Background Checks, Criminal Justice, Police, Crime Prevention, Security Operations, Risk Assessment, Surveillance, Corporate Fraud..., Forensic Analysis, Law Enforcement..., Personal Protection, Counterintelligence, Evidence, Insurance Fraud, Personal Security, Certified Fraud Examiner, Corporate Security, Counterterrorism, Fraud Detection, Firearms Instructor, Fraud Investigations, Police Instructor, Interviews, Public Safety, Internal Investigations, Investigative Research, Policy, Field Training, Protection, Claims Investigations, Expert Witness, Security Awareness
Education
Franciscan University of Steubenville 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Faulkner University 2007 — 2010
Bachelor's degree, Business Administration, 3.587
Symetra April 2012 - Present
Mobile Police Department December 2002 - February 2012
US Air Force Reserve December 2004 - November 2010
US Navy Reserve January 2004 - December 2004
United States Air Force August 1998 - April 2001
Skills
Interrogation, Private Investigations, Firearms, Physical Security, Work Place Violence, Fraud, Investigation, Enforcement, Security, Weapons, Criminal Investigations, Insurance, Training, Patrol, Background Checks, Criminal Justice, Police, Crime Prevention, Security Operations, Risk Assessment, Surveillance, Corporate Fraud..., Forensic Analysis, Law Enforcement..., Personal Protection, Counterintelligence, Evidence, Insurance Fraud, Personal Security, Certified Fraud Examiner, Corporate Security, Counterterrorism, Fraud Detection, Firearms Instructor, Fraud Investigations, Police Instructor, Interviews, Public Safety, Internal Investigations, Investigative Research, Policy, Field Training, Protection, Claims Investigations, Expert Witness, Security Awareness
Education
Franciscan University of Steubenville 2014 — 2016
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Faulkner University 2007 — 2010
Bachelor's degree, Business Administration, 3.587
Michael Fishburn Michael Fishburn's Symetra Experience February 2008 - October 2010
Job Group Representative Limited Benefit Medical at Reliance Standard
Industry Insurance
Experience
Reliance Standard October 2010 - Present
Symetra February 2008 - October 2010
Colonial Life & Accident November 2004 - February 2008
Allstate Workplace Division 2003 - 2004
CorVel Corporation 1999 - 2003
CCN/MedView 1996 - 1999
M-Care 1994 - 1996
PersonalCare HMO 1991 - 1994
Central Benefits Blue Cross Blue Shield 1989 - 1991
HealthPlus HMO 1987 - 1989
Skills
Employee Benefits, Health Insurance, Managed Care, Disability Insurance, Insurance, Sales, Underwriting, Sales Management, Key Account Management, Key Account Development, Life Insurance, Term Life Insurance, Accident, Brokers, Dentistry, Health Savings Accounts
Education
Eastern Illinois University 1972 — 1974
BA, History
Springfield College in Illinois 1970 — 1972
Associate's degree
Reliance Standard October 2010 - Present
Symetra February 2008 - October 2010
Colonial Life & Accident November 2004 - February 2008
Allstate Workplace Division 2003 - 2004
CorVel Corporation 1999 - 2003
CCN/MedView 1996 - 1999
M-Care 1994 - 1996
PersonalCare HMO 1991 - 1994
Central Benefits Blue Cross Blue Shield 1989 - 1991
HealthPlus HMO 1987 - 1989
Skills
Employee Benefits, Health Insurance, Managed Care, Disability Insurance, Insurance, Sales, Underwriting, Sales Management, Key Account Management, Key Account Development, Life Insurance, Term Life Insurance, Accident, Brokers, Dentistry, Health Savings Accounts
Education
Eastern Illinois University 1972 — 1974
BA, History
Springfield College in Illinois 1970 — 1972
Associate's degree
Carl King's Symetra Experience May 2015 - August 2015
Job Complex Business Development Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Symetra May 2015 - August 2015
GEN-ARC™ August 2014 - April 2015
GEN-ARC™ June 2014 - August 2014
JACKSON National Life Distributors, LLC November 2011 - January 2014
JACKSON National Life Distributors, LLC October 2010 - November 2011
Jackson National Life Distributors, LLC October 2009 - October 2010
Jackson National Life October 2007 - November 2009
AXA Advisors January 2007 - July 2007
Skills
Sales, Sales Operations, Business Development, Mutual Funds, Series 7, Variable Annuities, Insurance, Retirement Planning, CRM, Salesforce.com, Sales Management, Series 63, Series 26, Consultative Sales..., Challenger, Retirement, Fixed Annuities, Sales Process, FINRA, Consultative Selling, Investments
Education
Humboldt State University 1997 — 2000
Bachelor of Arts (B.A.), Geography and Cartography
Western Washington University 1997 — 1997
Marine Sciences
Morgan Stanley August 2015 - Present
Symetra May 2015 - August 2015
GEN-ARC™ August 2014 - April 2015
GEN-ARC™ June 2014 - August 2014
JACKSON National Life Distributors, LLC November 2011 - January 2014
JACKSON National Life Distributors, LLC October 2010 - November 2011
Jackson National Life Distributors, LLC October 2009 - October 2010
Jackson National Life October 2007 - November 2009
AXA Advisors January 2007 - July 2007
Skills
Sales, Sales Operations, Business Development, Mutual Funds, Series 7, Variable Annuities, Insurance, Retirement Planning, CRM, Salesforce.com, Sales Management, Series 63, Series 26, Consultative Sales..., Challenger, Retirement, Fixed Annuities, Sales Process, FINRA, Consultative Selling, Investments
Education
Humboldt State University 1997 — 2000
Bachelor of Arts (B.A.), Geography and Cartography
Western Washington University 1997 — 1997
Marine Sciences
Alexander Robnett Alexander Robnett's Symetra Experience January 2015 - Present
Job Investment Analyst at Symetra
Industry Investment Management
Experience
Symetra January 2015 - Present
White Mountains Advisors February 2013 - January 2015
Cambridge Associates February 2012 - February 2013
University of Tennessee April 2010 - December 2011
Skills
Statistics, Econometrics, Research, Stata, Economics, Private Equity, Venture Capital, Real Estate, Alternative Investments, Microsoft Excel, Financial Analysis, Financial Reporting, Data Analysis, Database Systems, Data Mining, Fixed Income, Interest Rate..., FX Derivatives, Currency Exchange
Education
Fairfield University 2014 — 2016
Master of Science (MS), Finance, General
Haslam College of Business at the University of Tennessee 2007 — 2011
Bachelor of Science in Business Administration, Public Economics
Symetra January 2015 - Present
White Mountains Advisors February 2013 - January 2015
Cambridge Associates February 2012 - February 2013
University of Tennessee April 2010 - December 2011
Skills
Statistics, Econometrics, Research, Stata, Economics, Private Equity, Venture Capital, Real Estate, Alternative Investments, Microsoft Excel, Financial Analysis, Financial Reporting, Data Analysis, Database Systems, Data Mining, Fixed Income, Interest Rate..., FX Derivatives, Currency Exchange
Education
Fairfield University 2014 — 2016
Master of Science (MS), Finance, General
Haslam College of Business at the University of Tennessee 2007 — 2011
Bachelor of Science in Business Administration, Public Economics
Chad Farrington Chad Farrington's Symetra Experience October 2013 - Present
Job Sr. Case Manager
Industry Insurance
Experience
Symetra October 2013 - Present
The Fireplace October 2012 - October 2013
Beacon Grille July 2011 - October 2012
Johnny's Luncheonette August 2009 - July 2011
Skills
Microsoft Office, Computer Proficiency, Teamwork, Office Management, Inventory Management, Customer Service, Hospitality, Training
Education
Newbury College 2003 — 2007
Bachelor of Science (BS), Computer Science
Symetra October 2013 - Present
The Fireplace October 2012 - October 2013
Beacon Grille July 2011 - October 2012
Johnny's Luncheonette August 2009 - July 2011
Skills
Microsoft Office, Computer Proficiency, Teamwork, Office Management, Inventory Management, Customer Service, Hospitality, Training
Education
Newbury College 2003 — 2007
Bachelor of Science (BS), Computer Science
Eddie Colomb Eddie Colomb's Symetra Experience December 2011 - June 2012
Job Senior Project Manager at Trupanion Medical insurance for your pet
Industry Information Technology and Services
Experience
Trupanion - Medical insurance for your pet February 2014 - Present
Relativeset March 2012 - July 2013
Symetra December 2011 - June 2012
Direct Technology November 2010 - March 2011
Microsoft June 2007 - November 2010
Mercent Corp August 2005 - November 2006
MicroPump Inc August 2003 - May 2005
Skills
Agile Methodologies, SDLC, C#, XML, Scrum, Agile Project Management, Requirements Analysis, Visual Studio, JavaScript, Integration, Web Applications, .NET
Education
Eastern Washington University
Bachelor of Arts, COMPUTER SCIENCE, option; Multimedia
Trupanion - Medical insurance for your pet February 2014 - Present
Relativeset March 2012 - July 2013
Symetra December 2011 - June 2012
Direct Technology November 2010 - March 2011
Microsoft June 2007 - November 2010
Mercent Corp August 2005 - November 2006
MicroPump Inc August 2003 - May 2005
Skills
Agile Methodologies, SDLC, C#, XML, Scrum, Agile Project Management, Requirements Analysis, Visual Studio, JavaScript, Integration, Web Applications, .NET
Education
Eastern Washington University
Bachelor of Arts, COMPUTER SCIENCE, option; Multimedia
Keegan McGowan Keegan McGowan's Symetra Experience September 2014 - June 2015
Job Underwriting Account Manager Select Markets at Travelers
Industry Insurance
Experience
Travelers June 2015 - Present
Symetra September 2014 - June 2015
Symetra June 2014 - September 2014
Middlesex Superior Court June 2013 - April 2014
Ricks Cafe May 2006 - September 2013
The Fireplace Restaurant October 2010 - May 2012
Skills
Customer Service, Legal Research, Legal Writing, Document Review, Legal Assistance, Legal Documents, Litigation, Document Drafting, Wordperfect, Courts, Civil Litigation, Constitutional Law, Medical Law, Criminal Law, Anti Money Laundering, Insurance, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Outlook, Communication, Research
Education
Newbury College 2010 — 2014
Bachelor of Science, Legal Studies, 3.92
Lake Region High School 2006 — 2010
HS Diploma, General Studies, B
Travelers June 2015 - Present
Symetra September 2014 - June 2015
Symetra June 2014 - September 2014
Middlesex Superior Court June 2013 - April 2014
Ricks Cafe May 2006 - September 2013
The Fireplace Restaurant October 2010 - May 2012
Skills
Customer Service, Legal Research, Legal Writing, Document Review, Legal Assistance, Legal Documents, Litigation, Document Drafting, Wordperfect, Courts, Civil Litigation, Constitutional Law, Medical Law, Criminal Law, Anti Money Laundering, Insurance, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Outlook, Communication, Research
Education
Newbury College 2010 — 2014
Bachelor of Science, Legal Studies, 3.92
Lake Region High School 2006 — 2010
HS Diploma, General Studies, B
Christina MacDonald's Symetra Experience July 2014 - Present
Job Applications Development Manager at Symetra
Industry Financial Services
Experience
Symetra July 2014 - Present
Symetra April 2014 - July 2014
Brown Brothers Harriman October 2007 - April 2014
Investors Bank & Trust Co. June 2006 - October 2007
Starpoint Solutions November 2005 - June 2006
Investors Bank & Trust May 2002 - November 2005
Software Applications Inc. March 2001 - March 2002
Engage - A division of CMGI April 2000 - March 2001
Fidelity Investments August 1996 - April 2000
Fidelity Investments April 1996 - August 1996
Skills
SDLC, SQL, Training, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, Visio, User Acceptance Testing, Requirements Gathering, Software Project..., Financial Services, Agile Methodologies, Analysis, Project Management, Program Management, Business Process..., Business Requirements
Education
Suffolk University - Sawyer Business School 1995 — 1999
MBA, CIS
Suffolk University - Sawyer Business School 1989 — 1992
BS/BA, Finance
Cortiva Institute-Boston 2008 — 2009
Massage Therapist, Massage Therapy/Therapeutic Massage
Symetra July 2014 - Present
Symetra April 2014 - July 2014
Brown Brothers Harriman October 2007 - April 2014
Investors Bank & Trust Co. June 2006 - October 2007
Starpoint Solutions November 2005 - June 2006
Investors Bank & Trust May 2002 - November 2005
Software Applications Inc. March 2001 - March 2002
Engage - A division of CMGI April 2000 - March 2001
Fidelity Investments August 1996 - April 2000
Fidelity Investments April 1996 - August 1996
Skills
SDLC, SQL, Training, Business Analysis, Vendor Management, Requirements Analysis, Process Improvement, Visio, User Acceptance Testing, Requirements Gathering, Software Project..., Financial Services, Agile Methodologies, Analysis, Project Management, Program Management, Business Process..., Business Requirements
Education
Suffolk University - Sawyer Business School 1995 — 1999
MBA, CIS
Suffolk University - Sawyer Business School 1989 — 1992
BS/BA, Finance
Cortiva Institute-Boston 2008 — 2009
Massage Therapist, Massage Therapy/Therapeutic Massage
Reed Tasche Reed Tasche's Symetra Experience October 2012 - Present
Job Corporate Financial Analyst Senior at Symetra
Industry Financial Services
Experience
Symetra October 2012 - Present
GVS Enterprises, LLC January 2011 - Present
Microsoft March 2011 - October 2012
SupportMed, Inc. September 2009 - July 2010
Bank of America December 2006 - September 2009
US Bank February 2005 - December 2006
Skills
Financial Modeling, Financial Analysis, Analysis, Forecasting, Microsoft Excel, Customer Service, Pivot Tables, PowerPoint, Financial Reporting, Accounting, VBA, Microsoft Word, General Ledger, Account Reconciliation, Excel, Data Manipulation, Vlookup, IRR, Probability, QuickBooks, Auditing, Customer Relations, Word, Cognos, Hyperion Planning, Access
Education
Liberty University 2008 — 2010
Bachelor of Science (B.S.), Finance
Liberty University 2008 — 2010
Bachelor of Science (B.S.), Economics
Seattle Pacific University 2001 — 2004
A.A., Business
Symetra October 2012 - Present
GVS Enterprises, LLC January 2011 - Present
Microsoft March 2011 - October 2012
SupportMed, Inc. September 2009 - July 2010
Bank of America December 2006 - September 2009
US Bank February 2005 - December 2006
Skills
Financial Modeling, Financial Analysis, Analysis, Forecasting, Microsoft Excel, Customer Service, Pivot Tables, PowerPoint, Financial Reporting, Accounting, VBA, Microsoft Word, General Ledger, Account Reconciliation, Excel, Data Manipulation, Vlookup, IRR, Probability, QuickBooks, Auditing, Customer Relations, Word, Cognos, Hyperion Planning, Access
Education
Liberty University 2008 — 2010
Bachelor of Science (B.S.), Finance
Liberty University 2008 — 2010
Bachelor of Science (B.S.), Economics
Seattle Pacific University 2001 — 2004
A.A., Business
Sara Gorsuch's Symetra Experience January 2013 - Present
Job Systems Analyst, Sr. at Symetra Financial
Industry Financial Services
Experience
Symetra January 2013 - Present
Symetra Financial July 2003 - December 2012
Prudential Financial 1994 - 2002
Skills
Business Analysis, SQL, Microsoft SQL Server, Cognos, Process Improvement, Data Analysis, SharePoint, SDLC, Financial Reporting, Project Management, Quality Assurance, Software Quality..., Green Belt, Requirements Gathering, Requirements Analysis, Business Intelligence, Agile Methodologies, Software Documentation, Business Requirements
Education
William Mitchell College of Law 1996 — 2001
Doctor of Law (JD)
University of Minnesota-Duluth 1992 — 1995
Bachelor's degree, Accounting and Computer Science
Symetra January 2013 - Present
Symetra Financial July 2003 - December 2012
Prudential Financial 1994 - 2002
Skills
Business Analysis, SQL, Microsoft SQL Server, Cognos, Process Improvement, Data Analysis, SharePoint, SDLC, Financial Reporting, Project Management, Quality Assurance, Software Quality..., Green Belt, Requirements Gathering, Requirements Analysis, Business Intelligence, Agile Methodologies, Software Documentation, Business Requirements
Education
William Mitchell College of Law 1996 — 2001
Doctor of Law (JD)
University of Minnesota-Duluth 1992 — 1995
Bachelor's degree, Accounting and Computer Science
Fiona Zhao's Symetra Experience April 2013 - Present
Job FP&A Team Lead at Symetra Financial
Industry Financial Services
Experience
Symetra April 2013 - Present
Microsoft January 2011 - April 2013
Realmware Corporation July 2009 - January 2011
Shanghai Hujing Construction & Renovation Co., Ltd 2002 - 2006
Skills
Financial Modeling, Mergers, Due Diligence, Financial Analysis, Business Analysis, Competitive Analysis, Finance, Analysis, Mergers & Acquisitions, Forecasting, Valuation, Cross-functional Team..., Process Improvement, Management
Education
University of Illinois at Urbana-Champaign 2006 — 2008
University of Illinois at Urbana-Champaign - College of Business 2006 — 2008
MBA, Finance and General Management
East China Normal University 2002 — 2006
Symetra April 2013 - Present
Microsoft January 2011 - April 2013
Realmware Corporation July 2009 - January 2011
Shanghai Hujing Construction & Renovation Co., Ltd 2002 - 2006
Skills
Financial Modeling, Mergers, Due Diligence, Financial Analysis, Business Analysis, Competitive Analysis, Finance, Analysis, Mergers & Acquisitions, Forecasting, Valuation, Cross-functional Team..., Process Improvement, Management
Education
University of Illinois at Urbana-Champaign 2006 — 2008
University of Illinois at Urbana-Champaign - College of Business 2006 — 2008
MBA, Finance and General Management
East China Normal University 2002 — 2006
Mary Horgan's Symetra Experience August 2013 - Present
Job AVP, Product and Sales Marketing
Industry Financial Services
Experience
Symetra August 2013 - Present
John Hancock Financial Services April 2012 - March 2013
John Hancock Financial Services September 2007 - April 2012
John Hancock Financial Network December 2004 - September 2007
John Hancock Financial Services September 2000 - December 2004
Allmerica Financial 1992 - 2000
Skills
Financial Services, Insurance, Strategy, Mutual Funds, Fixed Annuities, Investments, Relationship Management, Series 7, Portfolio Management, Life Insurance, Management, Investment Advisory, FINRA, Securities, Alternative Investments
Education
Fitchburg State College 1986 — 1992
Bachelors of Science, Communication and Media Studies
Symetra August 2013 - Present
John Hancock Financial Services April 2012 - March 2013
John Hancock Financial Services September 2007 - April 2012
John Hancock Financial Network December 2004 - September 2007
John Hancock Financial Services September 2000 - December 2004
Allmerica Financial 1992 - 2000
Skills
Financial Services, Insurance, Strategy, Mutual Funds, Fixed Annuities, Investments, Relationship Management, Series 7, Portfolio Management, Life Insurance, Management, Investment Advisory, FINRA, Securities, Alternative Investments
Education
Fitchburg State College 1986 — 1992
Bachelors of Science, Communication and Media Studies
Lynette Ackman's Symetra Experience August 2014 - Present
Job Associate Actuary at Symetra
Industry Insurance
Experience
Symetra August 2014 - Present
PolySystems August 2001 - August 2014
Greeley Citizen March 2009 - December 2011
Mousabilities July 2006 - December 2008
Incent Inc. 2000 - 2001
Davis Conder Enderle & Sloan 1996 - 2000
Coopers & Lybrand 1993 - 1996
Hewitt Associates 1990 - 1993
Farm Bureau Financial Services 1989 - 1990
Skills
Actuarial Science, Pensions, Insurance, Retirement, VBA, Access, Microsoft Excel, Defined Benefit, Fixed Annuities, Solvency II, ALM, Employee Benefits, Reinsurance, feline health, Equity Indexed Annuities, VBScript, feline nutrition, Personal Financial..., Accounting, Bookkeeping, Writing, Not-for-profit, cat care, FAS133, PolySystems
Education
Drake University 1986 — 1990
BSBA, Actuarial Science, Accounting
Symetra August 2014 - Present
PolySystems August 2001 - August 2014
Greeley Citizen March 2009 - December 2011
Mousabilities July 2006 - December 2008
Incent Inc. 2000 - 2001
Davis Conder Enderle & Sloan 1996 - 2000
Coopers & Lybrand 1993 - 1996
Hewitt Associates 1990 - 1993
Farm Bureau Financial Services 1989 - 1990
Skills
Actuarial Science, Pensions, Insurance, Retirement, VBA, Access, Microsoft Excel, Defined Benefit, Fixed Annuities, Solvency II, ALM, Employee Benefits, Reinsurance, feline health, Equity Indexed Annuities, VBScript, feline nutrition, Personal Financial..., Accounting, Bookkeeping, Writing, Not-for-profit, cat care, FAS133, PolySystems
Education
Drake University 1986 — 1990
BSBA, Actuarial Science, Accounting
Bill Schweiter's Symetra Experience October 2008 - Present
Job Business Continuity Professional
Industry Insurance
Experience
Symetra October 2008 - Present
Deloitte August 2005 - October 2008
Translation Technologies (TTI) 2000 - 2003
Skills
Health Insurance, Insurance, Vendor Management, Risk Management, Sarbanes-Oxley Act, Process Improvement, SDLC, Business Continuity, PMO, Business Analysis, Business Process, Business Process..., Requirements Gathering, Financial Services, Visio, Management Consulting
Education
Gonzaga University - School of Business Administration 1995 — 2006
Symetra October 2008 - Present
Deloitte August 2005 - October 2008
Translation Technologies (TTI) 2000 - 2003
Skills
Health Insurance, Insurance, Vendor Management, Risk Management, Sarbanes-Oxley Act, Process Improvement, SDLC, Business Continuity, PMO, Business Analysis, Business Process, Business Process..., Requirements Gathering, Financial Services, Visio, Management Consulting
Education
Gonzaga University - School of Business Administration 1995 — 2006
Matthew J. Wells CRC's Symetra Experience August 2013 - Present
Job Regional Vice President at Symetra Manhattan, Northern NJ, Staten Island, Westchester
Industry Financial Services
Experience
Symetra August 2013 - Present
Incapital May 2013 - August 2013
Pacific Life December 2006 - April 2013
Prudential Financial 2004 - 2006
AXA Equitable 2001 - 2004
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Insurance, Series 63, Life Insurance, Series 6, 401k, Wealth Management, Variable Annuities, Investments, Long-term Care, Strategic Financial..., Financial Services, Series 7
Education
Florida State University 1996 — 2000
Bachelor of Science (B.S.), Political Science
Florida State University 1996 — 2000
BS, Political Science
Symetra August 2013 - Present
Incapital May 2013 - August 2013
Pacific Life December 2006 - April 2013
Prudential Financial 2004 - 2006
AXA Equitable 2001 - 2004
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Insurance, Series 63, Life Insurance, Series 6, 401k, Wealth Management, Variable Annuities, Investments, Long-term Care, Strategic Financial..., Financial Services, Series 7
Education
Florida State University 1996 — 2000
Bachelor of Science (B.S.), Political Science
Florida State University 1996 — 2000
BS, Political Science
Jessica Schaefer's Symetra Experience March 2009 - May 2010
Job Customer oriented administrative dynamo
Industry Hospital & Health Care
Experience
Harborview Medical Center July 2011 - Present
Symetra March 2009 - May 2010
Law Office of Valerie V. Staley, PLLC September 2006 - February 2009
B-Line, LLC 2004 - 2006
Washington Mutual September 2002 - December 2004
Skills
Outlook, Wordperfect, Microsoft Excel, Microsoft Word, Customer Service, Epic Systems, Epic Prelude, Office Administration, Administrative..., Corporate Governance, Mediation, Medical Terminology, Insurance, Data Entry
Education
Green River Community College 2007 — 2009
Harborview Medical Center July 2011 - Present
Symetra March 2009 - May 2010
Law Office of Valerie V. Staley, PLLC September 2006 - February 2009
B-Line, LLC 2004 - 2006
Washington Mutual September 2002 - December 2004
Skills
Outlook, Wordperfect, Microsoft Excel, Microsoft Word, Customer Service, Epic Systems, Epic Prelude, Office Administration, Administrative..., Corporate Governance, Mediation, Medical Terminology, Insurance, Data Entry
Education
Green River Community College 2007 — 2009
Karen Kirby's Symetra Experience July 2013 - Present
Job LTD Absence Management Specialist at Symetra
Industry Insurance
Julia Pawlak's Symetra Experience February 2015 - Present
Job Regional Account Manager at Symetra
Industry Insurance
Experience
Symetra February 2015 - Present
Symetra April 2012 - February 2015
Saunders-Rosengarten Interior Design June 2006 - October 2009
A. Epstein & Sons October 2007 - July 2008
The Hartford August 2003 - June 2006
Standard Insurance Company 2000 - 2003
Skills
Space Planning, Word, Retail, AutoCAD, Furniture, Interior Design, Finishes, Research, Budgeting, Customer Service, Negotiation, Millwork, Insurance, Employee Benefits, Microsoft Office, Benefits, Modeling, Construction, SketchUp, Residential, PowerPoint, Excel, Planning, CAD, Materials, MS Project, Windows, Creative Problem Solving, Sketching, Project Planning, Space-planning, Microsoft Excel, Microsoft Word
Education
Harrington College of Design 2003 — 2006
Symetra February 2015 - Present
Symetra April 2012 - February 2015
Saunders-Rosengarten Interior Design June 2006 - October 2009
A. Epstein & Sons October 2007 - July 2008
The Hartford August 2003 - June 2006
Standard Insurance Company 2000 - 2003
Skills
Space Planning, Word, Retail, AutoCAD, Furniture, Interior Design, Finishes, Research, Budgeting, Customer Service, Negotiation, Millwork, Insurance, Employee Benefits, Microsoft Office, Benefits, Modeling, Construction, SketchUp, Residential, PowerPoint, Excel, Planning, CAD, Materials, MS Project, Windows, Creative Problem Solving, Sketching, Project Planning, Space-planning, Microsoft Excel, Microsoft Word
Education
Harrington College of Design 2003 — 2006
Michael Piskule's Symetra Experience January 2015 - Present
Job Western Divisional Sales Manager Symetra
Industry Financial Services
Experience
Symetra January 2015 - Present
Emerson Securities/GWG November 2014 - January 2015
Western & Southern Financial Group July 2008 - November 2014
Prudential Financial March 2006 - July 2008
Thrivent Financial for Lutherans February 2002 - March 2006
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Series 63, Wealth Management, Investments, Series 7, Retirement, Financial Services, Insurance, Series 24, Seies 26, Alternative Investments
Education
College of Financial Planning 2009 — 2010
CRPC, Retirement Planning
College of Financial Planning
Financial Planning and Services
McHenry County College
Southern Illinois University, Carbondale
Business Administration and Management, General
The American College
Estate Planning
Symetra January 2015 - Present
Emerson Securities/GWG November 2014 - January 2015
Western & Southern Financial Group July 2008 - November 2014
Prudential Financial March 2006 - July 2008
Thrivent Financial for Lutherans February 2002 - March 2006
Skills
Retirement Planning, Fixed Annuities, Mutual Funds, Series 63, Wealth Management, Investments, Series 7, Retirement, Financial Services, Insurance, Series 24, Seies 26, Alternative Investments
Education
College of Financial Planning 2009 — 2010
CRPC, Retirement Planning
College of Financial Planning
Financial Planning and Services
McHenry County College
Southern Illinois University, Carbondale
Business Administration and Management, General
The American College
Estate Planning
Vanessa Ellsworth's Symetra Experience December 2009 - Present
Job Account Administrator
Industry Insurance
Experience
Symetra December 2009 - Present
BECU September 2007 - December 2009
Symetra October 1995 - July 2007
Skills
Account Management, Customer Service
Education
University of Washington 2002 — 2003
Interdisciplinary Arts and Science
Edmonds Community College 2000 — 2003
AAS, Transfer - Business/Accounting
Edmonds Community College
Associate of Arts, Business and Accounting
Symetra December 2009 - Present
BECU September 2007 - December 2009
Symetra October 1995 - July 2007
Skills
Account Management, Customer Service
Education
University of Washington 2002 — 2003
Interdisciplinary Arts and Science
Edmonds Community College 2000 — 2003
AAS, Transfer - Business/Accounting
Edmonds Community College
Associate of Arts, Business and Accounting
Bill Edrington's Symetra Experience April 2012 - Present
Job Managing Director, Marketing & Business Development
Industry Insurance
Experience
Symetra April 2012 - Present
Symetra January 2000 - April 2012
ING July 1995 - January 2000
ING September 1992 - July 1995
Skills
Marketing Strategy, Strategic Planning, Mutual Funds, Marketing, Insurance, Relationship Management, Sales Management, Lead Generation, Employee Benefits, New Business Development, Sales Operations, Account Management, Investments, Selling, Strategy, Vendor Management, Leadership, Sales, Management
Education
Georgia State University 1977 — 1982
BBA, marketing
The American College
CLU
The American College
ChFC
Symetra April 2012 - Present
Symetra January 2000 - April 2012
ING July 1995 - January 2000
ING September 1992 - July 1995
Skills
Marketing Strategy, Strategic Planning, Mutual Funds, Marketing, Insurance, Relationship Management, Sales Management, Lead Generation, Employee Benefits, New Business Development, Sales Operations, Account Management, Investments, Selling, Strategy, Vendor Management, Leadership, Sales, Management
Education
Georgia State University 1977 — 1982
BBA, marketing
The American College
CLU
The American College
ChFC
Elaine Woo's Symetra Experience May 2004 - October 2005
Job Advanced Internal Wholesaler at Farmers Life Insurance
Industry Insurance
Experience
Farmers Life Insurance January 2008 - Present
Farmers Life Insurance June 2006 - December 2007
Symetra May 2004 - October 2005
UBS Financial 2003 - 2004
Skills
Life and Annuities, Consutative Sales, New Business Development, Relationship Management, Small Business, Payroll Administration, Account Management, Workers Compensation, Sales Management, Customer Service, Commercial Insurance, Health Insurance, Property & Casualty..., Sales, Marketing, Fixed Annuities, Term Life Insurance, Employee Benefits
Education
University of Washington 2013 — 2014
Certificate, Business Development
Nankai University
Chinese Language and Literature
St. Catherine University
Bachelor's degree, International Relations and Political Science
Farmers Life Insurance January 2008 - Present
Farmers Life Insurance June 2006 - December 2007
Symetra May 2004 - October 2005
UBS Financial 2003 - 2004
Skills
Life and Annuities, Consutative Sales, New Business Development, Relationship Management, Small Business, Payroll Administration, Account Management, Workers Compensation, Sales Management, Customer Service, Commercial Insurance, Health Insurance, Property & Casualty..., Sales, Marketing, Fixed Annuities, Term Life Insurance, Employee Benefits
Education
University of Washington 2013 — 2014
Certificate, Business Development
Nankai University
Chinese Language and Literature
St. Catherine University
Bachelor's degree, International Relations and Political Science
Christine Katzmar Holmes's Symetra Experience August 2004 - Present
Job Sr. Vice President, HR at Symetra
Industry Insurance
Experience
Symetra August 2004 - Present
Youth Eastside Services 2002 - Present
Safeco May 1991 - August 2004
Skills
Performance Management, Leadership Development, Succession Planning, Employee Benefits, Organizational..., Public Speaking, Strategic Planning, Talent Management, Employee Relations, Onboarding, Team Building, Coaching, Recruiting
Education
Miami University
Bachelor's degree, Human Resources Management/Personnel Administration, General
Symetra August 2004 - Present
Youth Eastside Services 2002 - Present
Safeco May 1991 - August 2004
Skills
Performance Management, Leadership Development, Succession Planning, Employee Benefits, Organizational..., Public Speaking, Strategic Planning, Talent Management, Employee Relations, Onboarding, Team Building, Coaching, Recruiting
Education
Miami University
Bachelor's degree, Human Resources Management/Personnel Administration, General
Anne Brogan's Symetra Experience October 2012 - July 2013
Job Account Executive at Pacific Resources
Industry Insurance
Experience
Pacific Resources July 2013 - Present
Symetra October 2012 - July 2013
The Hartford April 2004 - October 2012
CNA Insurance November 1998 - April 2004
Skills
Term Life Insurance, Disability Insurance, Group Benefits, Group Insurance, Management, Relationship Management, Vendor Management, Process Improvement
Education
Dublin institute of technology 1991 — 1993
certificate, business studies
Pacific Resources July 2013 - Present
Symetra October 2012 - July 2013
The Hartford April 2004 - October 2012
CNA Insurance November 1998 - April 2004
Skills
Term Life Insurance, Disability Insurance, Group Benefits, Group Insurance, Management, Relationship Management, Vendor Management, Process Improvement
Education
Dublin institute of technology 1991 — 1993
certificate, business studies
Kristina Wells, CPA's Symetra Experience March 2009 - October 2009
Job Senior Accountant at Getty Images
Industry Accounting
Experience
Getty Images January 2015 - Present
Talyst October 2013 - January 2015
Applied Discovery July 2013 - October 2013
Miller Kaplan Arase LLP July 2011 - May 2013
Grakon January 2011 - July 2011
Rylem November 2010 - July 2011
Symetra March 2009 - October 2009
Robert Half Finance & Accounting July 2008 - October 2009
Avenue A Razorfish July 2008 - September 2008
Fruci & Associates, PS December 2006 - March 2007
Skills
Process Improvement, Accounting, Account Reconciliation, Accounts Payable, Auditing, Finance, Financial Analysis, Financial Statements, Fixed Assets, Variance Analysis, Microsoft Excel, Microsoft Office, Financial Reporting, Analysis, Accounts Receivable, Sarbanes-Oxley Act, QuickBooks, General Ledger, Journal Entries, Payroll, Internal Controls, Tax, Bookkeeping, Cash Flow, Analytical Skills, Problem Solving, Organizational Skills, Accruals, Sage FAS, MAS 500, Corporate Finance, Financial Accounting, Audits of Employee..., CSA Engagement, External Audit, Bank Reconciliation, CPA, Financial Audits, Consulting, GAAP, US GAAP, Investments, Access, Hyperion, Creative Problem Solving, Analytic Problem Solving, Strategic Financial..., Outlook, Revenue Recognition
Education
Eastern Washington University 2002 — 2007
BA, Accounting, Finance, Economics
Oliver M. Hazen High School 1998 — 2002
High School Diploma, Accounting Focus
Getty Images January 2015 - Present
Talyst October 2013 - January 2015
Applied Discovery July 2013 - October 2013
Miller Kaplan Arase LLP July 2011 - May 2013
Grakon January 2011 - July 2011
Rylem November 2010 - July 2011
Symetra March 2009 - October 2009
Robert Half Finance & Accounting July 2008 - October 2009
Avenue A Razorfish July 2008 - September 2008
Fruci & Associates, PS December 2006 - March 2007
Skills
Process Improvement, Accounting, Account Reconciliation, Accounts Payable, Auditing, Finance, Financial Analysis, Financial Statements, Fixed Assets, Variance Analysis, Microsoft Excel, Microsoft Office, Financial Reporting, Analysis, Accounts Receivable, Sarbanes-Oxley Act, QuickBooks, General Ledger, Journal Entries, Payroll, Internal Controls, Tax, Bookkeeping, Cash Flow, Analytical Skills, Problem Solving, Organizational Skills, Accruals, Sage FAS, MAS 500, Corporate Finance, Financial Accounting, Audits of Employee..., CSA Engagement, External Audit, Bank Reconciliation, CPA, Financial Audits, Consulting, GAAP, US GAAP, Investments, Access, Hyperion, Creative Problem Solving, Analytic Problem Solving, Strategic Financial..., Outlook, Revenue Recognition
Education
Eastern Washington University 2002 — 2007
BA, Accounting, Finance, Economics
Oliver M. Hazen High School 1998 — 2002
High School Diploma, Accounting Focus
Laura (Yun) Deng's Symetra Experience June 2012 - Present
Job Software Developer at Symetra
Industry Consumer Goods
Experience
Symetra June 2012 - Present
Pacific Market International January 2003 - May 2012
City University January 2001 - January 2002
Skills
Microsoft SQL Server, SharePoint, ASP.NET, C#, T-SQL, Java, ADO.NET, SSRS, IIS, Crystal Reports, Visual Studio, SSIS, HTML, Photoshop, JavaScript, jQuery, Toad, SharePoint Designer, ASP.NET AJAX, CSS, Flash, InfoPath, ODBC, Object Oriented Design, Microsoft BI SSIS, ASP.NET MVC, LINQ, Entity Framework, Web Applications, Databases, Business Intelligence, Business Analysis, SQL, Microsoft Dynamics
Education
North Carolina State University 2000 — 2001
Master's degree, Computer Science, 3.9
ChangSha University
BS, Accounting
Symetra June 2012 - Present
Pacific Market International January 2003 - May 2012
City University January 2001 - January 2002
Skills
Microsoft SQL Server, SharePoint, ASP.NET, C#, T-SQL, Java, ADO.NET, SSRS, IIS, Crystal Reports, Visual Studio, SSIS, HTML, Photoshop, JavaScript, jQuery, Toad, SharePoint Designer, ASP.NET AJAX, CSS, Flash, InfoPath, ODBC, Object Oriented Design, Microsoft BI SSIS, ASP.NET MVC, LINQ, Entity Framework, Web Applications, Databases, Business Intelligence, Business Analysis, SQL, Microsoft Dynamics
Education
North Carolina State University 2000 — 2001
Master's degree, Computer Science, 3.9
ChangSha University
BS, Accounting
Angela Engle's Symetra Experience October 2013 - November 2014
Job Account Executive / Marketing Project Manager
Industry Financial Services
Experience
Symetra October 2013 - November 2014
Allstate Financial August 2008 - December 2011
Morgan Stanley Investment Management February 1999 - July 2008
Van Kampen Investments February 1999 - July 2008
University of Mississippi Medical Center November 1997 - January 1999
Skills
Manage Client..., Microsoft Office, Cross-functional Team..., Mutual Funds, Relationship Management, Customer Relations, Customer Service, Cross-functional..., Team Leadership, Project Coordination, Project Management, Compliance, Contract Negotiation, Competitive Analysis, Cross-training, Cost Savings Strategies, Communication Skills, Team Problem Solving, Issue Resolution, Contract Management, Employee Recognition, Series 6, Series 63, quick study, Bonds, Market Research, Asset Management, CRM, ETFs, Financial Services, Separately Managed..., Asset Allocation, Marketing, Fixed Annuities, Investments, Management, Communication
Education
Mississippi University for Women 1987 — 1991
B.S., Journalism and Art
Symetra October 2013 - November 2014
Allstate Financial August 2008 - December 2011
Morgan Stanley Investment Management February 1999 - July 2008
Van Kampen Investments February 1999 - July 2008
University of Mississippi Medical Center November 1997 - January 1999
Skills
Manage Client..., Microsoft Office, Cross-functional Team..., Mutual Funds, Relationship Management, Customer Relations, Customer Service, Cross-functional..., Team Leadership, Project Coordination, Project Management, Compliance, Contract Negotiation, Competitive Analysis, Cross-training, Cost Savings Strategies, Communication Skills, Team Problem Solving, Issue Resolution, Contract Management, Employee Recognition, Series 6, Series 63, quick study, Bonds, Market Research, Asset Management, CRM, ETFs, Financial Services, Separately Managed..., Asset Allocation, Marketing, Fixed Annuities, Investments, Management, Communication
Education
Mississippi University for Women 1987 — 1991
B.S., Journalism and Art
Lynn Willits's Symetra Experience December 2012 - Present
Job Associate Product Manager at Symetra
Industry Insurance
Experience
Symetra December 2012 - Present
Symetra December 2011 - December 2012
Symetra November 2007 - July 2012
Symetra Financial July 2009 - November 2009
Symetra Financial June 2008 - July 2009
Symetra Financial November 2007 - June 2008
AP Financial July 2007 - October 2007
Spokane Shock Arena April 2006 - August 2006
Community-Minded Enterprises October 2005 - August 2006
Skills
Marketing, Customer Service, Budgets, Advertising, Workshop Facilitation, Market Planning, Marketing Communications, Social Media, Event Planning, Project Management, Marketing Strategy, Microsoft Office, PowerPoint, Email Marketing
Education
Gonzaga University 2003 — 2007
Bachelor, Business Administration; Marketing and Finance
Symetra December 2012 - Present
Symetra December 2011 - December 2012
Symetra November 2007 - July 2012
Symetra Financial July 2009 - November 2009
Symetra Financial June 2008 - July 2009
Symetra Financial November 2007 - June 2008
AP Financial July 2007 - October 2007
Spokane Shock Arena April 2006 - August 2006
Community-Minded Enterprises October 2005 - August 2006
Skills
Marketing, Customer Service, Budgets, Advertising, Workshop Facilitation, Market Planning, Marketing Communications, Social Media, Event Planning, Project Management, Marketing Strategy, Microsoft Office, PowerPoint, Email Marketing
Education
Gonzaga University 2003 — 2007
Bachelor, Business Administration; Marketing and Finance
Lauren Forbes's Symetra Experience September 2013 - Present
Job Senior Underwriting Consultant at Symetra
Industry Insurance
Experience
Symetra September 2013 - Present
Principal Financial Group November 2010 - February 2013
Sun Life Financial January 1987 - August 2010
Sun Life Financial January 1992 - January 2006
Sun Life Financial January 1990 - January 1992
Sun Life Financial January 1987 - January 1990
Skills
Insurance
Education
Isenberg School of Management, UMass Amherst 1977 — 1981
BBA, Business Management
Life Office Managaement Association
Life Underwriting Education Committee
Symetra September 2013 - Present
Principal Financial Group November 2010 - February 2013
Sun Life Financial January 1987 - August 2010
Sun Life Financial January 1992 - January 2006
Sun Life Financial January 1990 - January 1992
Sun Life Financial January 1987 - January 1990
Skills
Insurance
Education
Isenberg School of Management, UMass Amherst 1977 — 1981
BBA, Business Management
Life Office Managaement Association
Life Underwriting Education Committee
Sabrina Patrick's Symetra Experience April 2013 - Present
Job BGA Case Management
Industry Insurance
Experience
Symetra April 2013 - Present
Upromise June 2012 - March 2013
Sun Life Financial January 2007 - May 2011
Beth Israel Deaconess Medical Center January 2004 - December 2006
Boston Children's Hospital September 2001 - January 2004
Skills
Real Estate Transactions, Real Estate Negotiating, Real Estate, Certified Tax Preparer, Licensed Real Estate..., Negotiation, Life Insurance, Series 63, Term Life Insurance, Sales Management, Relationship Management, Financial Services, Analysis, Budgets, Customer Service, Dependable Team Player, Insurance, Investments, Management, Risk Management
Education
Morgan State University
Political Science and Government
Symetra April 2013 - Present
Upromise June 2012 - March 2013
Sun Life Financial January 2007 - May 2011
Beth Israel Deaconess Medical Center January 2004 - December 2006
Boston Children's Hospital September 2001 - January 2004
Skills
Real Estate Transactions, Real Estate Negotiating, Real Estate, Certified Tax Preparer, Licensed Real Estate..., Negotiation, Life Insurance, Series 63, Term Life Insurance, Sales Management, Relationship Management, Financial Services, Analysis, Budgets, Customer Service, Dependable Team Player, Insurance, Investments, Management, Risk Management
Education
Morgan State University
Political Science and Government
Lonnie West's Symetra Experience May 2014 - Present
Job Desktop Support at Symetra
Industry Computer Software
Experience
Symetra May 2014 - Present
ACS July 2008 - May 2014
Boeing July 2000 - October 2006
Skills
Technical Support, SQL, Requirements Analysis, Agile Methodologies, Integration, Microsoft SQL Server, Software Development, SDLC, Business Analysis, XML, Unix, ITIL, Business Intelligence, Enterprise Architecture, Software Project..., Vendor Management, SharePoint, Visio, Disaster Recovery, Java
Education
Edmonds Community College 2007 — 2008
Network Technology
Symetra May 2014 - Present
ACS July 2008 - May 2014
Boeing July 2000 - October 2006
Skills
Technical Support, SQL, Requirements Analysis, Agile Methodologies, Integration, Microsoft SQL Server, Software Development, SDLC, Business Analysis, XML, Unix, ITIL, Business Intelligence, Enterprise Architecture, Software Project..., Vendor Management, SharePoint, Visio, Disaster Recovery, Java
Education
Edmonds Community College 2007 — 2008
Network Technology
Vanessa Ellsworth's Symetra Experience October 1995 - Present
Job Account Admin III at Symetra Financial
Industry Insurance
Experience
Symetra October 1995 - Present
Skills
Insurance, Customer Service, Outlook, Microsoft Office, Financial Analysis, Microsoft Word, Accounting, Employee Benefits, Account Management, Microsoft Excel, Process Improvement
Education
University of Washington Bothell 2002 — 2003
Interdisciplinary arts & science
Edmonds Community College
Associate, Associate of Arts - Transfer - Business
Symetra October 1995 - Present
Skills
Insurance, Customer Service, Outlook, Microsoft Office, Financial Analysis, Microsoft Word, Accounting, Employee Benefits, Account Management, Microsoft Excel, Process Improvement
Education
University of Washington Bothell 2002 — 2003
Interdisciplinary arts & science
Edmonds Community College
Associate, Associate of Arts - Transfer - Business
Randy Alsworth's Symetra Experience March 2015 - Present
Job Regional Sales Executive at Symetra
Industry Insurance
Experience
Symetra March 2015 - Present
Sun Life Financial March 2013 - March 2015
Lincoln Financial Group October 2010 - February 2013
Skills
Disability Insurance, Employee Benefits, Insurance, Term Life Insurance, Life Insurance, Health Insurance, Sales, Long-term Care, Customer Service, Underwriting, Critical Illness, Brokers, Small Business, Group Insurance, Benefits Administration
Education
Mississippi State University
Bachelor of Science
Symetra March 2015 - Present
Sun Life Financial March 2013 - March 2015
Lincoln Financial Group October 2010 - February 2013
Skills
Disability Insurance, Employee Benefits, Insurance, Term Life Insurance, Life Insurance, Health Insurance, Sales, Long-term Care, Customer Service, Underwriting, Critical Illness, Brokers, Small Business, Group Insurance, Benefits Administration
Education
Mississippi State University
Bachelor of Science
Michelle Meade's Symetra Experience September 2015 - Present
Job Business Analyst Unit Manager at Symetra
Industry Insurance
Experience
Symetra September 2015 - Present
Symetra Financial March 2000 - September 2015
JCPenney November 1997 - March 2000
Farmers Insurance Group of Companies August 1985 - June 1997
Skills
User Acceptance Testing, Business Analysis, Business Process, Analysis, SharePoint, Testing, Business Requirements, Visio, Software Documentation, Systems Analysis, Access, Business Process...
Education
Lake Washington Technical College
Symetra September 2015 - Present
Symetra Financial March 2000 - September 2015
JCPenney November 1997 - March 2000
Farmers Insurance Group of Companies August 1985 - June 1997
Skills
User Acceptance Testing, Business Analysis, Business Process, Analysis, SharePoint, Testing, Business Requirements, Visio, Software Documentation, Systems Analysis, Access, Business Process...
Education
Lake Washington Technical College
James Tangney's Symetra Experience May 2012 - Present
Job Customer Service Representative at Symetra
Industry Computer Software
Experience
Symetra May 2012 - Present
Aetna 2005 - 2010
ADVO 2003 - 2005
Allied Security 2001 - 2003
Bristol-Myers Squibb 2000 - 2001
Aetna 1980 - 2000
Skills
Customer Service, Outlook, Customer Relations, Word, Excel, Microsoft Office, Teamwork, Process Improvement, Call Center, Problem Solving, Compliance, Vendor Management, PowerPoint, Vendor Relations, Administration, Team Building, Analysis, Employee Relations, Budgeting, Data Analysis, Operations Management, Mentoring, Team Leadership, Troubleshooting, Customer Satisfaction, Coaching, Sales Support, Hiring, Scheduling, Budgets, Call Centers, System Administration, Employee Benefits, Insurance
Education
Fairfield University 1979 — 1983
Symetra May 2012 - Present
Aetna 2005 - 2010
ADVO 2003 - 2005
Allied Security 2001 - 2003
Bristol-Myers Squibb 2000 - 2001
Aetna 1980 - 2000
Skills
Customer Service, Outlook, Customer Relations, Word, Excel, Microsoft Office, Teamwork, Process Improvement, Call Center, Problem Solving, Compliance, Vendor Management, PowerPoint, Vendor Relations, Administration, Team Building, Analysis, Employee Relations, Budgeting, Data Analysis, Operations Management, Mentoring, Team Leadership, Troubleshooting, Customer Satisfaction, Coaching, Sales Support, Hiring, Scheduling, Budgets, Call Centers, System Administration, Employee Benefits, Insurance
Education
Fairfield University 1979 — 1983
Heidi Peterson's Symetra Experience November 2013 - Present
Job Marketing Manager at Symetra
Industry Insurance
Experience
Symetra November 2013 - Present
Symetra December 2012 - Present
Symetra November 2011 - December 2012
Symetra April 2010 - November 2011
Symetra March 2006 - April 2010
Efinancial January 2005 - March 2006
Technical Analysis of Stocks and Commodities Magazine June 1998 - September 2002
Skills
Marketing, Communication, Creative Writing, Technical Writing, Project Management, Creative Solutions, Email Marketing, Strategic Communications, Research, Editing, Copywriting, Corporate Communications, Insurance, Customer Service, Web Content Management, Public Relations, Marketing Communications, Marketing Strategy, Leadership, Marketing Management
Education
Gonzaga University 2007 — 2009
Master of Arts (M.A.), Communications and Leadership
University of Washington 1999 — 2003
Bachelor of Arts (B.A.), English
Symetra November 2013 - Present
Symetra December 2012 - Present
Symetra November 2011 - December 2012
Symetra April 2010 - November 2011
Symetra March 2006 - April 2010
Efinancial January 2005 - March 2006
Technical Analysis of Stocks and Commodities Magazine June 1998 - September 2002
Skills
Marketing, Communication, Creative Writing, Technical Writing, Project Management, Creative Solutions, Email Marketing, Strategic Communications, Research, Editing, Copywriting, Corporate Communications, Insurance, Customer Service, Web Content Management, Public Relations, Marketing Communications, Marketing Strategy, Leadership, Marketing Management
Education
Gonzaga University 2007 — 2009
Master of Arts (M.A.), Communications and Leadership
University of Washington 1999 — 2003
Bachelor of Arts (B.A.), English
Julia Jaspen's Symetra Experience August 2011 - June 2015
Job Account Manager
Industry Insurance
Experience
Symetra August 2011 - June 2015
State Farm Insurance March 2010 - August 2011
Aon Consulting January 2009 - March 2010
Leisure Care May 2002 - November 2002
AH&T Technology Brokers September 1999 - January 2002
Skills
Insurance, Employee Benefits, Life Insurance, Strategy, Sales, Property & Casualty..., Underwriting, Risk Management, Disability Insurance
Education
The George Washington University 1984 — 1986
BA, Finance, General
Linfield College
Business Administration
Symetra August 2011 - June 2015
State Farm Insurance March 2010 - August 2011
Aon Consulting January 2009 - March 2010
Leisure Care May 2002 - November 2002
AH&T Technology Brokers September 1999 - January 2002
Skills
Insurance, Employee Benefits, Life Insurance, Strategy, Sales, Property & Casualty..., Underwriting, Risk Management, Disability Insurance
Education
The George Washington University 1984 — 1986
BA, Finance, General
Linfield College
Business Administration
Mike Bouchee's Symetra Experience October 2012 - Present
Job Senior Accountant at SanMar
Industry Accounting
Experience
SanMar December 2013 - Present
Symetra October 2012 - Present
KPMG November 2011 - October 2012
BDO USA, LLP November 2009 - November 2011
Skills
SEC filings
Education
Gonzaga University - Graduate School of Business 2008 — 2009
MA, Accountancy
Gonzaga University - School of Business Administration 2004 — 2008
BS, Business Administration
Tahoma
SanMar December 2013 - Present
Symetra October 2012 - Present
KPMG November 2011 - October 2012
BDO USA, LLP November 2009 - November 2011
Skills
SEC filings
Education
Gonzaga University - Graduate School of Business 2008 — 2009
MA, Accountancy
Gonzaga University - School of Business Administration 2004 — 2008
BS, Business Administration
Tahoma
Alex Lied's Symetra Experience June 2012 - November 2012
Job IT Career Foundation Program at Boeing
Industry Information Technology and Services
Experience
Boeing June 2013 - Present
Symetra June 2012 - November 2012
Skills
Microsoft SQL Server, SQL, Japanese, VBA, Java, Microsoft Excel, Microsoft Office, Relational Data Modeling, C#, Windows App Development, Web Development, ERD, Documentum, Python, DQL, Software Development, SharePoint, Business Intelligence, Tableau, Access
Education
University of Washington, Michael G. Foster School of Business 2008 — 2013
Bachelor of Business Administration (BBA), Information Systems
神戸大学 / Kobe University 2011 — 2012
Boeing June 2013 - Present
Symetra June 2012 - November 2012
Skills
Microsoft SQL Server, SQL, Japanese, VBA, Java, Microsoft Excel, Microsoft Office, Relational Data Modeling, C#, Windows App Development, Web Development, ERD, Documentum, Python, DQL, Software Development, SharePoint, Business Intelligence, Tableau, Access
Education
University of Washington, Michael G. Foster School of Business 2008 — 2013
Bachelor of Business Administration (BBA), Information Systems
神戸大学 / Kobe University 2011 — 2012
Gregory Costa's Symetra Experience March 2014 - Present
Job Symetra: Regional Sales Exec
Industry
Experience
Symetra March 2014 - Present
Dearborn National Life Insurance Company February 2010 - May 2013
Prudential September 2002 - February 2010
First Reliance Standard Life Insurance Company of NY February 1989 - August 2002
Skills
Disability Insurance, Brokers, Sales Management, Insurance, Underwriting, Long-term Care, Marketing Strategy, Sales, Employee Benefits, Leadership, Health Insurance, Sales Operations, Health Savings Accounts, Managed Care, Term Life Insurance, Life Insurance, Claim, Group Insurance, Accident
Education
Fordham University
BA, History
Symetra March 2014 - Present
Dearborn National Life Insurance Company February 2010 - May 2013
Prudential September 2002 - February 2010
First Reliance Standard Life Insurance Company of NY February 1989 - August 2002
Skills
Disability Insurance, Brokers, Sales Management, Insurance, Underwriting, Long-term Care, Marketing Strategy, Sales, Employee Benefits, Leadership, Health Insurance, Sales Operations, Health Savings Accounts, Managed Care, Term Life Insurance, Life Insurance, Claim, Group Insurance, Accident
Education
Fordham University
BA, History
Irene Prekeges's Symetra Experience 2007 - 2009
Job Computer Software Professional
Industry Computer Software
Experience
Symetra 2007 - 2009
Molly Brown Temps 1997 - 2008
Microsoft 2005 - 2007
AT&T 2001 - 2003
Microsupply, Inc 1999 - 2001
Stac Electronics November 1990 - May 1995
Stac Electronics 1990 - 1995
Haggen, Inc August 1988 - August 1990
Pacer Corporation May 1985 - August 1988
Skills
Microsoft Office, Access
Education
Gonzaga University
Criminal Justice
Symetra 2007 - 2009
Molly Brown Temps 1997 - 2008
Microsoft 2005 - 2007
AT&T 2001 - 2003
Microsupply, Inc 1999 - 2001
Stac Electronics November 1990 - May 1995
Stac Electronics 1990 - 1995
Haggen, Inc August 1988 - August 1990
Pacer Corporation May 1985 - August 1988
Skills
Microsoft Office, Access
Education
Gonzaga University
Criminal Justice
Chris Sevores's Symetra Experience February 2015 - Present
Job Quaity Assurance Analyst at Symetra
Industry Insurance
Experience
Symetra February 2015 - Present
Symetra February 2014 - February 2015
Symetra August 2013 - February 2014
Symetra Financial September 2008 - August 2013
Symetra February 2005 - March 2008
Symetra January 2003 - February 2005
Symetra March 2001 - January 2003
Skills
Insurance, Life Insurance, Underwriting, Disability Insurance, Term Life Insurance, Process Improvement, SharePoint, Requirements Gathering, Customer Service
Education
Lane Community College 1988 — 1989
Business/Commerce, General
Symetra February 2015 - Present
Symetra February 2014 - February 2015
Symetra August 2013 - February 2014
Symetra Financial September 2008 - August 2013
Symetra February 2005 - March 2008
Symetra January 2003 - February 2005
Symetra March 2001 - January 2003
Skills
Insurance, Life Insurance, Underwriting, Disability Insurance, Term Life Insurance, Process Improvement, SharePoint, Requirements Gathering, Customer Service
Education
Lane Community College 1988 — 1989
Business/Commerce, General
William McPherson's Symetra Experience April 2014 - Present
Job Claims Manager/Business Systems Specialist at Symetra
Industry Accounting
Experience
Symetra April 2014 - Present
Symetra November 2012 - Present
LTM Food Group, LLC June 2005 - January 2010
Martinsen Companies September 1999 - May 2005
Education
Northland College 1997 — 1999
B.S. Accounting and B.S. Business Economics, Accounting and Business Economics, 4.0
Symetra April 2014 - Present
Symetra November 2012 - Present
LTM Food Group, LLC June 2005 - January 2010
Martinsen Companies September 1999 - May 2005
Education
Northland College 1997 — 1999
B.S. Accounting and B.S. Business Economics, Accounting and Business Economics, 4.0
Mari Orbigo's Symetra Experience July 2012 - December 2012
Job Compensation, Benefits & HRIS Manager at City University of Seattle
Industry Higher Education
Experience
City University of Seattle January 2013 - Present
Symetra July 2012 - December 2012
City University of Seattle April 2008 - July 2012
CEMEX Philippines November 1999 - February 2000
Smart Communications, Inc. July 1995 - November 1999
Skills
HRIS, PeopleSoft, Performance Management, Project Management, Benefits Administration, Recruiting, SuccessFactors, Payroll, Employee Benefits, Personnel Management, Talent Management, Organizational..., Leadership Development, Strategic Planning, Human Resources
Education
De La Salle University 1991 — 1994
Bachelor of Arts, Psychology
City University of Seattle January 2013 - Present
Symetra July 2012 - December 2012
City University of Seattle April 2008 - July 2012
CEMEX Philippines November 1999 - February 2000
Smart Communications, Inc. July 1995 - November 1999
Skills
HRIS, PeopleSoft, Performance Management, Project Management, Benefits Administration, Recruiting, SuccessFactors, Payroll, Employee Benefits, Personnel Management, Talent Management, Organizational..., Leadership Development, Strategic Planning, Human Resources
Education
De La Salle University 1991 — 1994
Bachelor of Arts, Psychology
Debbie McGinnis's Symetra Experience November 2008 - September 2011
Job Office Administrator at Rekdal Hopkins Howard, PS
Industry Accounting
Experience
Rekdal Hopkins Howard, PS September 2011 - Present
Symetra November 2008 - September 2011
Anderson Natural Health Clinic (Market Street Integrative Health) June 2007 - November 2008
Skills
Accounting, Account Reconciliation, Budgets, Financial Reporting, Visio
Education
James Madison University
Bachelor's degree, Art/Art Studies, General
Rekdal Hopkins Howard, PS September 2011 - Present
Symetra November 2008 - September 2011
Anderson Natural Health Clinic (Market Street Integrative Health) June 2007 - November 2008
Skills
Accounting, Account Reconciliation, Budgets, Financial Reporting, Visio
Education
James Madison University
Bachelor's degree, Art/Art Studies, General
Greg Lyons's Symetra Experience 2011 - Present
Job Vice President Registered Investments at Symetra
Industry Investment Management
Experience
Symetra 2011 - Present
Russell Investments 2008 - 2010
Russell Investments 1994 - 2008
Sutherland Asbill & Brennan LLP 1990 - 1994
Ropes & Gray LLP 1987 - 1990
Skills
Financial Services, Insurance, Investments, Mutual Funds, Securities, Series 63
Education
Beijing University
Certificate of Chinese Law
Georgetown University - The McDonough School of Business
Master of Business Administration (MBA)
Georgetown University Law Center
Doctor of Law (JD)
Wheaton College
Bachelor of Arts (BA)
Symetra 2011 - Present
Russell Investments 2008 - 2010
Russell Investments 1994 - 2008
Sutherland Asbill & Brennan LLP 1990 - 1994
Ropes & Gray LLP 1987 - 1990
Skills
Financial Services, Insurance, Investments, Mutual Funds, Securities, Series 63
Education
Beijing University
Certificate of Chinese Law
Georgetown University - The McDonough School of Business
Master of Business Administration (MBA)
Georgetown University Law Center
Doctor of Law (JD)
Wheaton College
Bachelor of Arts (BA)
David Nickolas's Symetra Experience July 2006 - Present
Job Underwriting Team Lead at Symetra
Industry Insurance
Experience
Symetra July 2006 - Present
Education
Franklin Pierce College 1983 — 1987
Bachelor's degree, Economics & Management (Double Major)
Symetra July 2006 - Present
Education
Franklin Pierce College 1983 — 1987
Bachelor's degree, Economics & Management (Double Major)
Amy Luther's Symetra Experience 2011 - Present
Job Strategic Initiatives Manager at Symetra
Industry Insurance
Experience
Symetra 2011 - Present
Symetra 2009 - 2011
Symetra 2004 - 2009
Education
Edmonds Community College
Associate of Arts (A.A.), Legal Assistant/Paralegal
Gonzaga University
Bachelor of Arts (BA), Psychology and Criminal Justice
Symetra 2011 - Present
Symetra 2009 - 2011
Symetra 2004 - 2009
Education
Edmonds Community College
Associate of Arts (A.A.), Legal Assistant/Paralegal
Gonzaga University
Bachelor of Arts (BA), Psychology and Criminal Justice
Amy Luther's Symetra Experience 2011 - 2013
Job Manager, Business Systems Projects at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance 2015 - Present
Liberty Mutual Insurance July 2013 - 2015
Symetra 2011 - 2013
Symetra 2009 - 2011
Symetra 2004 - 2008
Skills
Product Development, Project Management, Project Planning, Agile & Waterfall..., Scrum, Management, Budgets, Product Management, Vendor Management, Business Analysis, Program Management, SDLC, Process Improvement, Business Process..., Strategic Planning, Insurance, Leadership, Risk Management
Education
Gonzaga University
Bachelor of Arts (B.A.), Psychology & Criminal Justice
Edmonds Community College
Associate of Arts (A.A.), Legal Assistant/Paralegal
Liberty Mutual Insurance 2015 - Present
Liberty Mutual Insurance July 2013 - 2015
Symetra 2011 - 2013
Symetra 2009 - 2011
Symetra 2004 - 2008
Skills
Product Development, Project Management, Project Planning, Agile & Waterfall..., Scrum, Management, Budgets, Product Management, Vendor Management, Business Analysis, Program Management, SDLC, Process Improvement, Business Process..., Strategic Planning, Insurance, Leadership, Risk Management
Education
Gonzaga University
Bachelor of Arts (B.A.), Psychology & Criminal Justice
Edmonds Community College
Associate of Arts (A.A.), Legal Assistant/Paralegal
Kathryn Jurus's Symetra Experience April 2015 - Present
Job Senior Legal Analyst
Industry Legal Services
Experience
Symetra April 2015 - Present
Symetra April 2000 - March 2015
Sloan Bobrick & Oldfield May 1998 - April 2000
Skills
Litigation Management, Insurance, Legal Research, Legal Writing, Litigation, Corporate Law, Securities, Westlaw, Securities Regulation, Insurance Law, Privacy Law, Legal Compliance, Corporate Governance
Education
Highline College
Paralegal Studies
University of Puget Sound 1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Annie Wright School 1984 — 1992
High School
Symetra April 2015 - Present
Symetra April 2000 - March 2015
Sloan Bobrick & Oldfield May 1998 - April 2000
Skills
Litigation Management, Insurance, Legal Research, Legal Writing, Litigation, Corporate Law, Securities, Westlaw, Securities Regulation, Insurance Law, Privacy Law, Legal Compliance, Corporate Governance
Education
Highline College
Paralegal Studies
University of Puget Sound 1992 — 1996
Bachelor of Arts (B.A.), English Language and Literature/Letters
Annie Wright School 1984 — 1992
High School
Eugene Rafalovich's Symetra Experience April 2014 - Present
Job Software Test Engineer at Symetra
Industry Information Technology and Services
Experience
Symetra April 2014 - Present
WideNet Consulting Group September 2013 - December 2013
Vertex Business Services 2005 - 2013
AdminaStar Federal June 2001 - September 2005
Skills
SDLC, Agile Methodologies, Web Integration Testing, Microsoft Office, Software Documentation, Microsoft SQL Server, Access, Adobe LiveCycle, SharePoint, SharePoint Designer, DB2, COBOL, JCL, Easytrieve, XML, TFS, HPQC, WebSphere Application..., Lombardi, OS/390, Unix, Certified Scrum Master..., System Testing, UAT coordination, User Acceptance Testing, Databases, Data Analysis, Data Warehousing, Team Leadership, Web Applications, CICS, Requirements Analysis, Release Management, Mainframe, Visio, Requirements Gathering, Disaster Recovery, Troubleshooting, IBM Mainframe, Systems Analysis, SQL
Education
Indiana University-Purdue University at Indianapolis 1994 — 2000
Bachelor of Science (B.S.), Computer Technology, 3.3
Symetra April 2014 - Present
WideNet Consulting Group September 2013 - December 2013
Vertex Business Services 2005 - 2013
AdminaStar Federal June 2001 - September 2005
Skills
SDLC, Agile Methodologies, Web Integration Testing, Microsoft Office, Software Documentation, Microsoft SQL Server, Access, Adobe LiveCycle, SharePoint, SharePoint Designer, DB2, COBOL, JCL, Easytrieve, XML, TFS, HPQC, WebSphere Application..., Lombardi, OS/390, Unix, Certified Scrum Master..., System Testing, UAT coordination, User Acceptance Testing, Databases, Data Analysis, Data Warehousing, Team Leadership, Web Applications, CICS, Requirements Analysis, Release Management, Mainframe, Visio, Requirements Gathering, Disaster Recovery, Troubleshooting, IBM Mainframe, Systems Analysis, SQL
Education
Indiana University-Purdue University at Indianapolis 1994 — 2000
Bachelor of Science (B.S.), Computer Technology, 3.3
Julie Raap, GBDS's Symetra Experience July 2012 - April 2015
Job Implementation Manager at AIG
Industry Insurance
Experience
AIG May 2015 - Present
Symetra July 2012 - April 2015
The Hartford October 2005 - July 2012
Integrated DisAbility Resources, Inc. August 2002 - October 2005
ADP June 2001 - August 2002
Integrated DisAbility Resources, Inc. June 2000 - June 2001
The Hartford April 1994 - June 2000
Skills
Change Management, Requirements Analysis, Business Process, Financial Analysis, Access, Project Portfolio..., Software Documentation, Disability Insurance, Underwriting, Insurance, Life Insurance, Employee Benefits, Process Improvement, Customer Service, Microsoft Office, Reinsurance
Education
Eastern Connecticut State University 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
AIG May 2015 - Present
Symetra July 2012 - April 2015
The Hartford October 2005 - July 2012
Integrated DisAbility Resources, Inc. August 2002 - October 2005
ADP June 2001 - August 2002
Integrated DisAbility Resources, Inc. June 2000 - June 2001
The Hartford April 1994 - June 2000
Skills
Change Management, Requirements Analysis, Business Process, Financial Analysis, Access, Project Portfolio..., Software Documentation, Disability Insurance, Underwriting, Insurance, Life Insurance, Employee Benefits, Process Improvement, Customer Service, Microsoft Office, Reinsurance
Education
Eastern Connecticut State University 1987 — 1991
Bachelor of Science (BS), Business Administration and Management, General
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO