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
Symetra August 2014 - Present
Symetra December 2013 - August 2014
Ernst & Young May 2011 - November 2013
Washington State June 2012 - September 2013
KPMG, LLP July 2010 - May 2011
Financial Solutions Group August 2009 - July 2010
KPMG, LLP June 2009 - August 2009
Financial Solutions Group August 2008 - May 2009
Skills
SAS70, IT Audit, Risk Management, Internal Controls, HIPAA, PCI Standards, ISO 27001, FISMA, Archer, Positive Team Player, Energetic team player, Forecasting, Visio, OneNote, PowerPivot, Microsoft Office, Cloud Computing, Information Security...
Education
University of Montana 2005 — 2010
Bachelor of Science, Managment Information Systems
Symetra June 2014 - Present
First Citizens Bank October 2012 - June 2014
Dick's Sporting Goods March 2012 - September 2012
AdPearance October 2011 - May 2012
Lake Oswego Corporation June 2008 - September 2010
Skills
Sales, Customer Service, Commercial Banking, Marketing, Marketing Communications, Strategic Planning, Business Strategy, Teamwork, Competitive Analysis, Sports, Sports Marketing, Social Media
Education
University of Oregon - Charles H. Lundquist College of Business 2007 — 2011
Business Administration, Sports Business and Marketing, Economics Minor
Lakeridge High School
Microsoft January 2013 - Present
Wizards of the Coast January 2012 - January 2013
drugstore.com January 2011 - December 2011
Northwest Horticulture August 2010 - January 2011
FiatLux Imaging, Inc. October 2008 - December 2009
Symetra December 2007 - October 2008
SIRSAI INC. December 2005 - November 2007
Skills
C#, Software Development, Software Engineering, Agile Methodologies, XML, JavaScript, .NET, Web Services
Education
University of Madras 1998 — 2003
Bachelor's Degree, Engineering
Symetra July 2014 - Present
Westport Petroleum July 2013 - July 2014
Central Parking System July 2011 - July 2013
HCA Physician Services February 2008 - July 2011
Srejovic Accounting Service June 2006 - December 2006
Skills
Accounting, Monthly Close, Financial Statements, Financial Accounting, Microsoft Excel, Outlook, Cash Management, Oracle, Google Apps, Training, Financial Analysis, Year-end Close, Partnerships, Team-oriented, Communication, Goal Oriented
Education
University of Evansville 2003 — 2007
Bachelor of Science (BS), Accounting
Symetra September 2014 - Present
Prudential Financial October 2012 - September 2014
Allstate December 2011 - October 2012
Insurance Coordinators of Montana September 2010 - December 2011
Mountain West Bank, N.A. July 2004 - February 2009
Skills
Underwriting, Life Insurance, Sales, Disability Insurance, Group Insurance, Relationship Management, Account Management, Risk Management, Large & Small Group..., Property & Casualty..., Retail Banking, Tableau, Business Objects, Microsoft Office Suite, Term Life Insurance, Cold Calling, Series 6, Series 63
Education
The University of Montana 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Accenture March 2013 - Present
DC&M Partners August 2011 - March 2013
Point B November 2002 - August 2011
Microsoft April 2010 - June 2011
Symetra 2011 - 2011
Microsoft April 2009 - February 2010
WaMu Capital Corp. now part of JP Morgan Chase 2007 - 2008
Washington Mutual/JP Morgan Chase 2005 - 2008
Washington Mutual 2002 - 2008
Starbucks Coffee Company May 2004 - February 2005
Skills
Management Consulting, Program Management, Project Management, Business Process..., Business Analysis, Project Portfolio..., Software Project..., Business Process, Mergers & Acquisitions, Leadership, Strategy, IT Strategy
Education
University of Oregon 1991 — 1995
BS
Symetra May 2014 - Present
Alere, Inc. October 2013 - March 2014
Alere, Inc. December 2011 - March 2014
Skills
Analysis, Management, Access, Healthcare, Process Improvement, Customer Service, Managed Care, Wellness Coaching, Leadership
Education
University of Oregon 2007 — 2011
Bachelor of Science (BS), Psychology
Symetra August 2015 - Present
EMPOWER Retirement May 2015 - July 2015
Fred C. Church, Inc. September 2011 - May 2015
Tony's Store October 2010 - June 2014
Lawrence Housing Authority September 2010 - June 2011
Greater Lawrence Family Health Center October 2010 - April 2011
Canobie Lake Park June 2010 - October 2010
Presentation of Mary Academy June 2007 - September 2009
Skills
Administrative Support, Arabic, Spanish, Phone Skills, Processing, Organizing, Microsoft Office, Communication, Customer Service, Filing, Microsoft Excel, Data Entry, Teamwork, Administrative..., Microsoft Word, Outlook, Insurance, Umbrella Insurance, Social Media, Public Speaking, Telephone Skills, Phone Etiquette, Community Outreach, Critical Thinking, PowerPoint, Leadership, Time Management
Education
University of Massachusetts Lowell 2015 — 2017
Master of Business Administration (M.B.A.)
University of Massachusetts Lowell 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Management
Dance Elite & Music July 2014 - Present
Blue Dog Dance July 2014 - June 2015
Dance to EvOLvE Seattle July 2014 - June 2015
Dance! West Seattle July 2014 - January 2015
Dance & Company August 2012 - June 2014
University of San Diego July 2012 - June 2014
Dance to EvOLvE July 2012 - June 2014
FitBloggin 2013 - 2013
Symetra February 2012 - June 2012
Symetra Financial May 2011 - February 2012
Skills
SEC filings, Sarbanes-Oxley Act, GAAP, US GAAP, Internal Controls, Financial Reporting, Accounting, Auditing, Financial Accounting, Revenue Recognition, Financial Analysis, CPA, Fixed Assets, General Ledger, Financial Statements, Account Reconciliation, Internal Audit, Variance Analysis, Journal Entries
Education
University of San Diego 2002 — 2006
BS of Accountancy, Accountancy
Symetra April 2014 - Present
Fidelity National Information Services September 2007 - January 2014
Fujitsu September 2005 - September 2007
BCS Information Systems January 2005 - September 2005
Real Time Operating Systems Lab, Univ. of Houston January 2004 - January 2005
TCS (vendor company) December 2002 - December 2003
Acomarit UK, Merchant Shipping October 1996 - December 2002
Skills
New Product Introduction, Customer Engagement, Vendor Management, IT Strategy, International Sales &..., Contract Management, Strategic Planning, Strategic Leadership, Strategy Development, Enterprise Software, Product Go-to-Market, Service Oriented..., Business Process..., Program Management, Technical Leadership, Conflict Management, Omniture, MRP, ERP Implementations, FFIEC Regulated Industry, Variable Cost..., Web Technologies: Java,..., Offshore Development..., Agile Methodologies, Enterprise Architecture, Customer Relationship..., Kaizen, Kanban, Lean Management, Strategy Implementation, Voice of the Customer, Marketing Research, Productivity, Struts, Product Development, Strategy, CRM, SDLC, Leadership, SaaS, PMO, Scrum, Software Development
Education
University of Wisconsin-Madison - School of Business 2009 — 2012
Master of Business Administration (M.B.A.), IT Management/ International Business Operations, 3.89 / 4.0
University of Houston 2004 — 2005
Master of Science (MS), Computer Science, 3.68 / 4.0
University of Pune 1992 — 1996
Bachelor of Sciences, Mechanical Engg
MoneyGuidePro (PIEtech, Inc.) August 2015 - Present
C Sharp Group, LLC November 2013 - July 2015
Symetra March 2012 - October 2013
Sun Life Financial Distributors, Inc. September 1999 - April 2012
Sun Life Financial September 1999 - February 2009
MFS Investment Management September 1999 - March 2003
NAVA, the Assocation for Insured Retirement Solutions January 2000 - December 2002
RBC Dain Rauscher June 1994 - September 1999
Scudder Investments 1988 - 1994
The Chicago Corporation 1987 - 1988
Skills
Strategy, Series 6, Series 63, Fixed Annuities, Securities, Series 7, Strategic Partnerships, Asset Management, Relationship Management, Financial Services, Account Management, Mutual Funds, Investment Management, Insurance, Investment Advisory, Series 24, Fixed Income, Retirement Planning, Financial Planners, Leadership, Risk Management, Strategic Financial..., Employee Benefits, Uniform Combined State..., Life Insurance, Financial Advisory, Investments, Term Life Insurance, Separately Managed..., Portfolio Management, Long-term Care, Wealth, Variable Annuities, Banking, Team Management, Estate Planning, Series 65, FINRA, Management, Sales Management, IRAs, Retirement, Product Development, Negotiation, Long Term Care Insurance, Wealth Management, Asset Allocation, Pensions, Alternative Investments, Executive Management
Education
University of Illinois at Urbana-Champaign 1982 — 1986
BA, Communications
aurora east high school 1979 — 1982
Symetra February 1995 - Present
Paul Revere Insurance Group January 1991 - February 1995
Skills
Networking, Disability Insurance, Sales Management, Insurance, Brokers, Account Management, Health Insurance
Education
University of Georgia - Terry College of Business 1985 — 1989
BBA, Finance
The Law Office of Beniamir Shehu, LLC January 2015 - Present
Symetra January 2014 - Present
Baltimore City Circuit Court - Honorable Jeannie J. Hong September 2013 - December 2013
Office of the Public Defender Maryland May 2013 - August 2013
Office of The State's Attorney for Baltimore City May 2012 - April 2013
AIG June 2008 - August 2011
AIG January 2008 - June 2008
The Hartford August 2005 - February 2007
Skills
Insurance, Trials, Underwriting, Legal Research, Employee Benefits, Criminal Law, Legal Writing, Litigation, Management, Westlaw, Courts, Customer Service
Education
University of Baltimore School of Law 2011 — 2013
Doctor of Law (JD), Law, 3.136
University of Connecticut 2009 — 2010
Paralegal Certificate, Legal Assistant/Paralegal
University of Hartford 2004 — 2008
Bachelor of Science (BS), Insurance, Finance & Economics
Capital One October 2013 - June 2015
Lincoln Financial Distributors October 2011 - June 2013
Symetra October 2009 - September 2011
John Hancock Distributors LLC. March 2005 - April 2009
Essex May 2001 - March 2005
Skills
Series 63, Mutual Funds, Fixed Annuities, Series 7, Series 6, Retirement Planning, Retirement, Financial Services, Investments, Variable Annuities, Insurance, Asset Allocation, Securities, Relationship Management, Financial Advisory, 401k, Long-term Care, Wealth Management
Education
University of Maryland College Park
Bachelor of Applied Science (B.A.Sc.), Marketing
Symetra October 2013 - May 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Time Management, Building Relationships, Relationship Management, Leadership, Piano Playing, Baseball, Teamwork, Management, Financial Analysis
Education
University of Hartford 2010 — 2014
Bachelor of Science (BS), Economics and Finance
Symetra June 2014 - Present
eBay Enterprise Marketing January 2012 - June 2014
eBay Enterprise Marketing Solutions (formerly e-Dialog) April 2009 - January 2012
LoveLee Designs January 2006 - January 2011
Gap Inc. August 2002 - January 2006
Gap Inc. July 1997 - August 2002
Skills
Project Management, Recruitment, Recruiting, Human Resources, CRM, Organizational..., Social Media Marketing, Account Management
Education
University of Massachusetts at Lowell
BS Business Administration, Double major: Management and Marketing
Symetra March 2013 - Present
Education
University of Puget Sound
Bachelor of Arts, Psychology
Microsoft September 2013 - Present
Symetra 2012 - 2012
Microsoft December 2007 - December 2011
Muze December 2006 - November 2007
Microsoft February 2001 - November 2006
FedEx July 1997 - February 2001
Skills
Visio, Process Improvement, Business Requirements, Projects, Microsoft Excel, Outlook, PowerPoint, Microsoft Word, Team Building, Leadership, Release Management, Vendor Management, SDLC, Program Management, PMP, Product Management, Project Management, Management, Business Analysis, Software Documentation, Agile Methodologies, Marketing, Business Intelligence, Integration, Project Portfolio..., PMO, Change Management, Strategic Partnerships, E-commerce, Enterprise Software, Project Planning, Risk Management, Training, Software Project..., IT Strategy
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1997 — 1998
Dual Degree - MBA & MS-IS, Operations & Information Systems
University of Mumbai 1991 — 1996
Bachelor of Commerce, Accounting
Symetra January 2015 - Present
Genworth June 2014 - January 2015
Genworth Financial December 2011 - July 2013
KBS Capital Markets Group February 2011 - December 2011
Genworth Financial December 2007 - January 2011
Genworth Financial October 2004 - December 2007
Wachovia Securities October 2003 - October 2004
Skills
Sales Operations, Wealth Management, Financial Advisory, Mutual Funds, Fixed Annuities, Investments, Retirement, Variable Annuities, Long-term Care, Public Speaking, Retirement Planning, Series 6, Insurance, FINRA, Series 63, Series 7, Financial Planning, Alternative Investments, Asset Allocation, Long Term Care Insurance, Investment Advisory, 401k, Securities
Education
University of Richmond - Robins School of Business 2005 — 2008
MBA, Strategic Leadership
University of Virginia 1998 — 2002
BA, Psychology
Symetra October 2013 - Present
Symetra September 2012 - September 2013
John Hancock Life Insurance Company (U.S.A.) August 2009 - September 2012
The Hartford February 2008 - July 2009
The Hartford September 2004 - February 2008
Hartford Life April 1989 - August 2004
Tillinghast 1988 - 1989
Skills
Actuarial Science, ALM, Enterprise Risk..., Enterprise Software, Financial Modeling, Economic Capital, Disability Insurance, Financial Risk, Financial Services, Fixed Annuities, Corporate Finance, Insurance, Investments, Life Insurance, Reinsurance, Risk Management, Strategic Financial..., Strategy, Underwriting, Valuation, Financial Reporting, Health Insurance, Financial Planning
Education
University of Pennsylvania - The Wharton School 1979 — 1982
B.S., Economics
Aker Solutions March 2015 - Present
Aker Solutions April 2014 - March 2015
Aker Solutions August 2013 - March 2014
RUDI Agricultural Trading Co, Ltd December 2012 - December 2012
Symetra June 2012 - October 2012
United States Senate - Office of Senator James E. Risch August 2009 - January 2011
Skills
Non-profits, Market Research, Program Development, Research, Marketing Strategy, Competitive Analysis, Project Management, Marketing, Management, Strategic Communications, Strategy, Cross-functional Team..., Data Analysis, Leadership, Strategic Planning, Event Planning, Business Strategy, Marketing Communications
Education
University of Washington, Michael G. Foster School of Business 2011 — 2013
Master of Business Administration (M.B.A.), International Business, Strategy
University of Oregon 2005 — 2009
Bachelor’s Degree, Public Policy & Management
Symetra March 2015 - Present
Natixis Global Asset Management December 2013 - March 2015
Merrill Lynch September 2012 - December 2013
Liberty Mutual Insurance July 2009 - September 2012
Dell June 2008 - January 2009
University of Mississippi August 2003 - May 2008
Skills
Mutual Funds, Insurance, Fiduciary Services, Securities, 401k, Sales, Series 7, Investments, Life Insurance, Fixed Annuities, Banking, Microsoft Excel, Financial Analysis, Property & Casualty..., Liability, Asset Allocation, Term Life Insurance, Umbrella Insurance, Event Planning, Microsoft Office, Accounting, Project Management, Accounts Payable, Business Networking, Financial Accounting, Computer Proficiency, Human Resources, Variable Annuities, Wealth Management, Financial Services, Uniform Combined State..., Retirement Planning, Marketing, Finance, Series 65, Series 63, Fiduciary, IRAs, Networking
Education
University of Mississippi - School of Business Administration 2003 — 2008
Bachelors in Business Administration, Business Management
Symetra December 2014 - Present
Fidelity Investments September 2013 - November 2014
Chili's January 2012 - November 2013
Alzheimer's Disease Caregiver September 2010 - July 2013
Market Basket August 2005 - March 2012
Skills
Customer Service, PowerPoint, Microsoft Excel, Microsoft Office, Retail, Sales, Social Media, Phone Etiquette, Telephone Skills, Data Entry, Time Management, Critical Thinking, Always Punctual, Outlook, Microsoft Word, Personal Development, Performance Management, Defined Contribution, Marketing
Education
University of Massachusetts at Lowell 2007 — 2011
Bachelor of Science in Business Administration, Dual concentration Marketing and Management
Dracut High School 2003 — 2007
High School
Comcast June 2014 - Present
Franciscan Health System February 2013 - June 2014
Comcast June 2009 - February 2013
KeyBank January 2007 - March 2009
Symetra June 2005 - January 2007
United Airlines 1999 - 2005
Skills
Training, Leadership Development, Performance Management, Healthcare, Employee Training, Customer Service, Customer Retention, Document Management, Document Review, Project Delivery, Handle Confidential..., Training Facilitation, Classroom Management, Content Development, Organizational..., Coaching, Training Delivery, Software Documentation, Adult Education, Team Building
Education
University of Phoenix 2012 — 2014
Master's degree, Adult Education and Training
California State Univesity-San Marcos 1997 — 2002
Bachelor of Arts (BA), History
Phoenix Run June 2015 - Present
Tony Vincente Public January 2015 - Present
Symetra June 2014 - Present
Vincente Living July 2009 - Present
Pure Home December 2013 - March 2014
È vero magazine December 2012 - December 2013
Farmers Insurance July 2003 - February 2013
Skills
Marketing, Social Media, Management, Leadership, Marketing Strategy, Advertising, Strategic Planning, Creative Direction, Market Research, Competitive Analysis, Business Development, SEO, Facebook, Event Management, E-commerce SEO, Artwork, Networking, Trendspotting, Trend Setter, Press Releases, Strategy, Product Development, Project Management, Twitter, Fashion, Great Personality
Education
University of Phoenix 2009 — 2011
Bachelors' degree, Psychology
2006-2008 Western University Online 2006 — 2008
Associates degree, Marketing
SCS Business School East
Certificate, Computer Processing and Office Management
Symetra February 2015 - Present
Commonwealth Financial Network October 2011 - November 2014
Centinel Financial Group, LLC (John Hancock Financial Network, Manulife) February 2010 - October 2011
Thrive Networks, Inc. a division of Staples, Inc. August 2008 - January 2010
John Hancock / Wood Logan (Manulife) February 2005 - August 2008
BISYS Fund Services June 2004 - January 2005
IFMG (Subsidiary of Sun Life Financial) July 2003 - May 2004
Sun Life Financial April 2001 - June 2003
Manulife Financial March 1999 - December 2000
Hemenway & Barnes July 1998 - February 1999
Skills
Customer Service, Investments, Variable Annuities, Mutual Funds, Annuity Sales, Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Alternative Investments, IRAs, Sales, Series 6, Series 63, Series 7, Finance, Wealth Management, 401k, Credit, Strategic Financial..., Securities, Financial Services, Asset Allocation, Employee Benefits, Insurance
Education
Dale Carnegie 2013 — 2013
Effective Communications and Human Relations/Skills For Success
University of Maine 1995 — 1997
Business Administration
Sharon High School 1991 — 1995
Symetra December 2012 - Present
Dendreon August 2010 - November 2012
ChemDiv, Inc. August 2009 - August 2010
Amgen March 2006 - June 2009
Tripos November 1998 - November 2005
NIST & SAIC January 1997 - January 2001
InterBank Service, Ltd January 1991 - January 1992
Skills
Scrum, Process Mapping, Life Sciences, Biotechnology, R&D, RUP, Process Development, Drug Discovery, Change Management, MS Project, Visual Basic, Validation, Program Management, Business Analysis, Microsoft Office, Chemistry, Software Development, Visio, Statistics, Negotiation, Requirements Analysis, Process Engineering, Java, Risk Management, Linux, C, Business Process Mapping, PMP, Lifesciences
Education
University of Illinois at Chicago 1998 — 2001
PhD
University of Illinois at Chicago 1994 — 1997
MS
Moscow Institute of Physics and Technology
M.S
Symetra 2004 - Present
(no company) January 1999 - October 2010
Minga Creative August 2003 - June 2004
McMenamins, Inc. August 1999 - January 2003
Skills
Typography, Art Direction, Creative Direction, Brand Development, Copywriting, Print Collateral, Annual Reports, Corporate Identity, Marketing Communications, Visual Communication, Photography, Adobe Creative Suite, Mac OS X, Microsoft Office, Dreamweaver, Graphic Design, Advertising, Corporate Branding, Illustrator, OS X, InDesign, Brochures, Collateral, Adobe Acrobat
Education
University of Oregon
BA, Visual Communication
Symetra November 2013 - Present
Symetra Financial March 2011 - November 2013
Symetra Financial October 2009 - March 2011
Symetra Financial April 2006 - October 2009
Allstate Financial June 2000 - April 2006
Skills
Actuarial Science, Fixed Annuities, Insurance, Retirement, Variable Annuities
Education
University of Illinois at Urbana-Champaign 1997 — 2000
BS, Actuarial Science
Symetra October 2013 - Present
Salient6 February 2013 - September 2013
Acquity Group July 2011 - January 2013
Choice Hotels International August 2010 - July 2011
Spiritridge Elementary School 2011 - 2011
Spiritridge Elementary School 2011 - 2011
Spiritridge Elementary School 2011 - 2011
Amex May 2010 - July 2010
SAAS Accelerators June 2009 - January 2010
PMI Phoenix Chapter June 2009 - December 2009
Skills
Program Management, PMO, PMI, Project Portfolio..., Global Delivery, Offshore Project..., Dependency Management, Offshoring, Stakeholder Management, Matrix Management, Remote Team Management, Project Governance, PMP, ITIL, Strategic Planning, Process Improvement, Customer Relations, IT Service Management, Product Life Cycle..., Product Development, Demandware, Adobe CQ5, Helping Clients Succeed, Project Management, Customer Service, Governance, Software Project..., Business Analysis, Requirements Analysis, Business Process, Product Lifecycle..., Agile Methodologies, Project Planning, SDLC, CRM, Change Management, Strategy, Management, E-commerce, Cross-functional Team..., Vendor Management, SharePoint, Virtual Teams, Software Development, Quality Assurance, Leadership, Software Documentation, Agile Project Management, Analysis, Adobe Creative Suite
Education
Project Management 2009 — 2009
ITIL v 3.0, IT Infrastructure Library
Project Management Institute 2007 — 2007
PMI, Project management
Red hat 2007 — 2007
RHCT, Red Hat systems Administration
University of Mumbai 1992 — 1996
Bachelor of Engineering (First class with Honors), electronics and Telecomminucations.
Symetra March 2013 - April 2013
K2 October 2012 - January 2013
Google June 2011 - June 2012
Google June 2010 - June 2011
Cannonball Industries July 2009 - November 2009
Attenex June 2008 - June 2008
B-Line January 2008 - March 2008
Montana Food Bank Network January 2007 - December 2007
University of Montana January 2004 - January 2005
Proprietorship Medical Practice January 1995 - December 2004
Skills
Microsoft Office, File Management, Spreadsheets, Database Administration, Customer Service, Networking, Policy Analysis, Software, Computer Hardware, Market Planning, Books, Invoicing, Process Engineering, Shipping, Fundraising, Newsletters, Event Planning, Non-profits, Public Speaking, Event Management, Project Management
Education
University of Montana 2004 — 2007
BS, Business Administration, Management and Marketing
Cascadia Community College 2000 — 2004
AA, General
Inglemoor High School 1997 — 2000
Diploma, Regular/General High School
The Regence Group November 2007 - Present
Symetra February 2003 - November 2007
Skills
Health Insurance, Actuarial Science, Insurance
Education
University of Oregon
Bachelor of Arts (B.A.)
Providence Health & Services October 2014 - Present
Symetra June 2014 - August 2014
Liberty Mutual Insurance (Formerly Safeco) August 2011 - March 2014
Liberty Mutual (Formerly Safeco) July 2009 - August 2011
Safeco July 2001 - July 2009
Skills
Accounts Receivable, Data Analysis, Access, Requirements Gathering, SharePoint, Insurance, Workers Compensation, Leadership, Supervisory Skills, Organization, Operational Efficiency, Process Improvement, Financial Reporting, Multi Tasking
Education
University of Phoenix 2002 — 2005
B.S., Administration & Business
University of Phoenix
Bachelor's degree, Business Administration and Management, General
Symetra 1998 - Present
Safeco Life 1988 - 1998
Symetra November 1983 - January 1988
Safeco Life October 1981 - October 1983
Safeco Insurance April 1977 - October 1981
Skills
Variable Annuities, Life Insurance, Financial Services, Insurance, Series 6, Mutual Funds, 401k, Retirement Planning, Retirement, Product Management, Series 7, Series 63, Strategic Planning, Disability Insurance, Term Life Insurance, ETFs, Long-term Care, IRAs, Series 65, Competitive Analysis, Marketing Communications, Marketing Management, Universal Life, Retirement Income..., Financial Planning
Education
University of Illinois at Chicago
University of Illinois at Urbana-Champaign
Bachelor of Arts (BA), Sociology
Peoples Bank January 2013 - Present
Symetra May 2011 - January 2013
Symetra Financial January 2008 - May 2011
US Bank January 2006 - May 2008
Skills
Insurance, Fixed Annuities, Life Insurance, Variable Annuities, Banking, Customer Service, Financial Services, Leadership, Mutual Funds, Retirement, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Underwriting
Education
University of Puget Sound 1992 — 1996
BA, Business
Symetra January 2014 - Present
Symetra May 2012 - January 2014
Symetra June 2010 - May 2012
Symetra June 2008 - June 2010
Symetra June 2007 - June 2008
Skills
Microsoft Office, Process Improvement, Insurance, Microsoft Excel, Outlook
Education
University of Puget Sound 2003 — 2007
Bachelor of Arts, Psychology
The Hartford January 2014 - Present
Symetra September 2012 - January 2014
The Hartford November 2011 - September 2012
The Hartford August 2010 - November 2011
Aetna January 2006 - August 2010
Skills
Actuarial Science, Visual Basic, Microsoft Excel, Underwriting, Reinsurance, Insurance, General Insurance, Life Insurance, Health Insurance, Liability, Risk Management, Disability Insurance, Financial Risk, Actuaries, Actuarial Exams
Education
University of Connecticut 2001 — 2005
Bachelor of Science (B.S.), Mathematics and Statistics