Symetra Financial
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, WA 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 Financial Employees
RevolutionCredit 2015 - Present
Experian 2011 - 2015
Experian 2010 - 2011
Symetra Financial 2007 - 2008
MetLife 2003 - 2007
Consultant 2001 - 2003
PurchasePro.com 2001 - 2001
USAutoNews.com 1999 - 2001
Autobytel 1998 - 1999
Skills
Business Development, Strategic Partnerships, Account Management, Vendor Management, Product Management, Customer Acquisition, Management, Leadership, Lead Generation, Affiliate Marketing, Strategic Planning, Project Management, New Business Development, Strategy, Analytics, CRM, Marketing Strategy
Education
California State Polytechnic University-Pomona
Equity Funding, LLC June 2015 - Present
Mobile Taxes & Accounting Services, LLC 1991 - Present
Western Systems, Inc November 2009 - May 2015
Symetra Financial 1994 - 2005
Skills
Microsoft Excel, Sage MAS500, QuickBooks, SQL, Account Reconciliation, Bookkeeping, Accounting, Payroll, Tax Preparation, Tax Accounting, Budgets, Tax, Time Management, General Ledger, Auditing, Financial Analysis
Education
Western Washington University 1992 — 1997
MBA, Business Administration
Central Washington University 1989 — 1992
BS, Accounting & Finance
Symetra Financial August 2010 - Present
Continuity Source, LLC December 2008 - August 2010
Washington Mutual June 2001 - May 2009
Eddie Bauer 1999 - 2001
Safeco Life November 1983 - April 1999
Skills
Database Managment..., Teleprocessing Monitors..., IT Process Improvement, Messaging (MQ Series), IT Availaility
Education
Eastern Washington University 1970 — 1974
Bachelor's degree, Botany / Fresh water biology
Microsoft May 2014 - Present
Microsoft December 2011 - May 2014
Microsoft September 2008 - December 2011
Symetra Financial October 2007 - September 2008
Symetra Financial March 2007 - October 2007
Symetra Financial October 2003 - March 2007
Symetra Financial September 2002 - October 2003
ShareBuilder May 2000 - February 2001
Fidelity Investments July 1996 - April 2000
Skills
Management, Marketing, Strategy, Cross-functional Team..., CRM, Product Marketing, Product Management, Enterprise Software, Team Building, Multi-channel Marketing, Process Improvement, Program Management, Sales, Strategic Partnerships, B2B Marketing, SaaS, Business Development, Budgets, Competitive Analysis, Partner Management, Go-to-market Strategy, Demand Generation, Analytics, Sales Enablement, Content Strategy, Customer Experience..., Customer Experience..., Event Planning, Executive Communications, Integrated Marketing, Customer Advocacy, Marketing Analytics, Marketing Innovation, Marketing Operations, B2B Marketing Strategy, Personnel Coaching and..., Resource Planning and..., Social Media Marketing, Social Media, Vision and Strategy, Social Marketing, Mobile Marketing, Brand Management, Customer Persona..., Inside Sales, Event Marketing Strategy, Marketing Management, Online Marketing, Managing Ambiguity, Business Requirements
Education
Boston University - School of Management 1988 — 1992
Bachelor of Science, Marketing and International Management
WPP MSC August 2007 - Present
Young & Rubicam 2007 - Present
KBM 2007 - Present
Microsoft 2007 - Present
KnowledgeBase Marketing 2007 - Present
Symetra Financial 1989 - 2007
Safeco 1989 - 2007
Safeco Insurance 1989 - 2004
Skills
CRM, Analytics, Project Management, Business Analysis, Vendor Management, Email Marketing, Digital Marketing, Marketing Communications, Direct Marketing, SDLC, Cross-functional Team..., SharePoint, Business Intelligence, Marketing Strategy, Process Improvement, Program Management, Agile Project Management
Education
Kennewick 1980 — 1984
Columbia Basin College
AS in Sales & Marketing, Marketing
Seeking New Opportunity June 2014 - Present
Wireless Advocates February 2013 - May 2014
Symetra Financial May 1999 - October 2012
AT&T Wireless Services January 1996 - June 1998
Skills
Account Reconciliation, General Ledger, Financial Statements, Accounting, Microsoft Excel, Accounts Receivable, Accounts Payable, Sarbanes-Oxley Act, Finance, Tax, Process Improvement, Internal Controls, Financial Reporting, Payroll, Variance Analysis, Budgets, Journal Entries, Analysis, GAAP, Fixed Assets, Microsoft Word, Consolidation, Cash Flow, Auditing
Education
Eastern Washington University
Bachelor of Arts (BA), Business Administration/Accounting
Symetra Financial April 2012 - Present
WDS October 2000 - March 2012
Skills
Business Intelligence, Business Objects, ETL, Data Warehousing, Data Modeling, SSIS, SDLC, T-SQL, Requirements Gathering, Visio, SharePoint, SSAS 2008, Microstrategy, Tableau, Cognos, Visual C#, Dimensional Modeling, .NET, Access, Agile Methodologies, Agile Project Management, Analysis, Analysis Services, Analytics, Business Analysis, Business Process, Business Requirements, Cross-functional Team..., Data Governance, Data Integration, Data Management, Data Quality, Crystal Reports, Data Analysis, Data Warehouse..., Databases, Database Design, HTML, IIS, Insurance, ITIL, Master Data Management, Microsoft Excel, Project Management, SQL, SSRS, Requirements Analysis, Scrum, Software Development, Software Documentation
Education
University of Washington 1988 — 1990
Bachelor of Applied Science (BASc), Physics
Central Washington University 1985 — 1988
National Life Group 2009 - Present
Symetra Financial 2007 - Present
American Fraternal Alliance 2007 - Present
NBCNM 2005 - Present
Protective Life 1999 - Present
The Producers Network August 1998 - Present
Skills
Fixed Annuities, Long-term Care, Marketing, Life Insurance, Disability Insurance, Insurance, 401k, Retirement Planning, Term Life Insurance, Underwriting, New Business Development, Health Insurance, Small Business, Annuity, Long Term Care, Accident, Annuities, Brokers, Accidental, RLT, Revocable Living..., Irrevocable Life..., Retirement, Sales, Universal Life, Long Term Care Insurance, IRAs, Whole Life
Education
Next Generation University 2005 — 2007
B A, Brokerage Agency Management
Alan B Shepard
Elmhurst College
BA, Business Admin
Moraine Valley Community College
Genworth July 2014 - Present
Jeffrey L. Laurence Attorney at Law November 2011 - June 2014
Association of Washington Business September 2009 - September 2012
Symetra Financial August 2004 - October 2011
Safeco April 2000 - July 2004
Law Office of Jeffrey L. Laurence August 1992 - April 2000
Skills
Contract Negotiation, Commercial Litigation, Government Relations, Compliance, Public Speaking, Litigation, Licensing, Non-profits, Privacy Law, Privacy Compliance, Data Privacy, Nonprofits, Legal Writing, Dispute Resolution, Start-ups, Government, Program Management, Legal Research, Corporate Governance, Corporate Law, Intellectual Property, Legal Advice, Legislation, Life Insurance, Administrative Law, Mediation, Legal Compliance, Insurance, Securities Regulation, Legislative Relations, Arbitration, Trade Secrets, Copyright Law, Litigation Management, Legal Issues, Trademarks, Product Liability, Appeals, Insurance Law, Westlaw
Education
Brigham Young University—J. Reuben Clark Law School 1988 — 1991
JD, Law
Utah State University 1983 — 1988
B.S., History
The University of New Mexico 1984 — 1987
Anthropology
Zones January 2012 - Present
Symetra Financial 2004 - June 2011
Safeco Insurance (Life and Investments Division) 2002 - 2004
Safeco Insurance (Commercial Surplus Lines Division) 1999 - 2002
Safeco Insurance (Group Life & Health Division) 1997 - 1999
Safeco Investment Services 1994 - 1997
Safeco Insurance (Life & Investments Division) 1991 - 1994
Banner Bank 1988 - 1991
Skills
Vendor Management, Leadership, Management, Product Development, Sarbanes-Oxley Act, Auditing, Technology Solutions, Business Analysis, Process Improvement, SDLC, SharePoint, Project Management, Business Intelligence, Team Leadership, CRM, Agile Methodologies, Sales, Program Management, Customer Service, Software Documentation, Strategy, Quality Assurance, Training, Business Process, Customer Satisfaction, Team Building, ITIL, E-commerce, ERP, Data Center, Access, Budgets, Cross-functional Team..., Testing, Product Management, Business Process..., Requirements Analysis, Change Management, Analysis, Project Portfolio..., Visio, Account Management, Requirements Gathering
Education
Lewis and Clark College
Bachelor of Science, Business Administration
City of Bellevue March 2015 - Present
Mighty Phoenix Design Studio January 2011 - Present
KBCS.fm April 2014 - June 2015
Bellevue College Television Services April 2014 - June 2015
Bridge Productions, LLC June 2014 - July 2014
What's Good 206 March 2014 - June 2014
Symetra Financial November 2007 - January 2010
John L. Scott, Jerry Mahan Communities November 2006 - October 2007
Cyan Publications, Inc. October 2006 - October 2007
Orban/CRL December 2004 - October 2006
Skills
Graphic Design, Adobe Creative Suite, Microsoft Office, PMP, Project Coordination, Project Management, Photoshop, InDesign, Illustrator, Word, Excel, PowerPoint, Visio, OneNote, Dreamweaver, SharePoint, SharePoint Designer, Digital Photography, Event Marketing, Market Research, Marketing Strategy, Marketing Communications, Program Management, Program Design, Program Development, Book Design, Book Covers, Book Production, Publishing, Desktop Publishing, Literary, Visual Communication, Visual Arts, ProjectMarshal, Books, Advertising, WordPress, Event Planning, Microsoft Word, Video Editing
Education
Bellevue Community College 2012 — 2015
AA Digital Media Arts, Advanced Video Production Certificate, Web Multimedia, Motion Graphics, Video Editing
Highline Community College 2010 — 2010
Exam Prerequisite, PMP Exam Prep
Collins College 1988 — 1990
AA, Graphic Design, Advertising, Publishing, Multimedia Design, Typography, Illustration, Photography
Fulcrum Insurance Programs October 2014 - Present
Fidelity Life Association / Efinancial June 2013 - June 2014
Symetra Financial October 2012 - June 2013
Symetra Financial August 2008 - September 2012
Symetra Financial August 2004 - July 2008
Safeco 2002 - 2004
Safeco 1997 - 2002
Skills
Compensation, Benefits, Executive Compensation, Succession Planning, Performance Management, Human Resources, Employee Benefits, 401k, Deferred Compensation, Recruiting, Executive Pay, Employee Engagement, Onboarding, Benefits Administration, Talent Acquisition, Vendor Management, Payroll, Sales Operations, Management, Insurance, Sales Management, Employee Relations, Leadership, CRM, Retirement, Incentive Programs, Personnel Management, Leadership Development, College Recruiting, Time Management, Employment Law, Business Strategy, Marketing, Process Improvement, Change Management, Budgets, Employee Training, Forecasting, Coaching, Business Development, FMLA, Workers Compensation, Staff Development, Organizational..., Retirement Planning, Project Planning, Talent Management, Disability Insurance, Negotiation, Applicant Tracking...
Education
California State University-Long Beach 1985 — 1990
BA, Speech Communication
West Coast Ultrasound Institute - School of Imaging and Nursing March 2015 - Present
UnitedHealth Group March 2013 - September 2014
GOT Interface - Galvin One Touch Interface April 2010 - December 2012
AIG 2007 - 2010
Symetra Financial 2001 - 2006
Sun Life Financial 1999 - 2001
HMO Organizations 1990 - 1999
Skills
Sales Management, Managerial Experience, Computer Literate, Insurance, Competitive Analysis, Competitive Strategy, Process Improvement, Employee Benefits, Underwriting, Risk Management, Account Management, Sales, Healthcare, Leadership, Business Strategy, Team Building, Strategic Planning, Management, Brokers, Reinsurance
Education
Boston College - Wallace E. Carroll Graduate School of Management
M.B.A. with a Concentration in Finance
Boston College
(B.A.) Mathematics
West Coast Ultrasound Institute 2015 — 2016
School of Imaging and Nursing
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
Pursuing personal interests. December 2014 - Present
Microsoft December 2012 - December 2014
Axelerate February 2009 - December 2012
Symetra Financial August 2004 - December 2008
Safeco Insurance January 1998 - August 2004
WM Life Insurance Company 1994 - 1997
Skills
Six Sigma, PMP, Program Management, Vendor Management, Project Management, MS Project, Project Portfolio..., SharePoint, PMO, Business Analysis, SDLC, Business Process..., Agile Project Management, Software Project..., Enterprise Software, Business Process, Business Intelligence, Cross-functional Team..., Risk Management, Strategic Planning, Strategy, Management, ITIL, Project Planning, Disaster Recovery, Quality Assurance, Process Improvement, Visio, Business Continuity, Requirements Gathering, Agile Methodologies, Leadership, IT Strategy, Governance, Integration, Outsourcing, Software Documentation, Consulting, IT Management, Software Development, Project Delivery, Enterprise Architecture, Resource Management, Scrum, Cloud Computing, IT Service Management, Team Leadership, Requirements Analysis, SaaS, Release Management
Education
University of California, Irvine 2006 — 2008
University of Washington Seattle 2002 — 2006
Indiana University Bloomington
Bachelor of Science (BS)
DAMA - Puget Sound Chapter July 2015 - Present
Symetra July 2014 - Present
Symetra January 2013 - July 2014
Symetra Financial January 2012 - January 2013
Washington Dental Service through Versa (formerly Xversity) October 2010 - December 2011
Denali Advanced Integration 2001 - November 2010
Seattle Gay Standard, LLP November 2000 - May 2001
Skills
Crystal Reports, SQL, Business Intelligence, Data Governance, Financial Reporting, Account Reconciliation, General Ledger, Data Analysis, Excel, Insurance, Microsoft Excel, Business Analysis, Data Warehousing, Visio, SharePoint, Process Improvement, SDLC, Analysis, Data Modeling, Databases, Access, Leadership, Requirements Gathering, Cognos, Requirements Analysis, Integration, Business Process, Systems Analysis, Accounting, Software Documentation, Management, Microsoft SQL Server, Business Process..., Software Project..., Testing, SSIS, SSRS, Vendor Management, Database Design, Business Objects, Agile Methodologies, Business Requirements, Data Management, IT Management, Security, Analytics, User Acceptance Testing, T-SQL, Quality Assurance, Strategy
Education
Art Institute of Seattle 2004 — 2006
Certificate, Baking & Pastry
Washington State University 1990 — 1994
BS, Psychology, Minor in Alcohol Studies
Hudson's Bay High School 1986 — 1990
High School, General Studies
Symetra Financial 2005 - June 2011
Sabbatical 1999 - 2005
Virginia Mason Medical Center 1995 - 1999
Lease Insurance Service 1991 - 1994
Honeywell Electronics & Information Systems 1985 - 1989
Education
American University
BA, Experimental Psychology
Curley Consulting January 2013 - Present
Symetra Financial November 2010 - July 2012
Wells Fargo Insurance Services January 2009 - October 2010
Wells Fargo May 2005 - January 2009
MCM January 1995 - January 2005
New England Financial July 1986 - January 1990
Skills
Life Insurance, Property & Casualty..., Disability Insurance, Insurance, Underwriting, Employee Benefits, Risk Management, Brokers, Fixed Annuities, Investments, Series 63, Series 7, Retirement Planning, Retirement, Universal Life, Actuarial Science, Estate Planning, Strategic Financial..., Term Life Insurance
Education
College of the Holy Cross 1971 — 1975
Bachelor of Arts (BA), Political Science and Government
The American College 1983 — 1984
CLU, ChFC, Insurance
Lexington High School 1967 — 1971
Yesler November 2013 - Present
ChemPoint January 2013 - November 2013
Alexander Morford & Woo, Inc. October 2011 - January 2013
Symetra Financial November 2010 - October 2011
Strategic Research Associates May 2009 - May 2010
Costco: 2006-2009 May 2006 - May 2009
Skills
Marketing, Customer Service, Training, Social Media, Research, Public Relations, Strategy, Management, Project Management, Analysis
Education
Gonzaga University 2006 — 2010
Business Administration, Marketing, minor in Public Relations
Gonzaga in Florence
Janus Capital Group 2011 - Present
Symetra Financial February 2011 - July 2011
ING March 2010 - May 2011
Lincoln Financial Distributors November 2004 - January 2010
Merrill Lynch 2000 - 2004
Paychex 1997 - 2000
Skills
Series 65, Separately Managed..., Fixed Annuities, Series 63, Series 6, Mutual Funds, Series 7, Retirement Planning, Retirement, 401k, Alternative Investments, Asset Allocation, ETFs, FINRA, Financial Advisory, Financial Services, Investments, Series 24, Wealth Management, Variable Annuities
Education
Florida Southern College 1990 — 1994
B.S., Businss Administration- Marketing
Boeing November 2011 - Present
Apress February 2012 - June 2012
ThyssenKrupp Aerospace April 2011 - September 2011
ThyssenKrupp Aerospace August 2010 - March 2011
NEC Infrontia Inc. April 2009 - September 2009
Active Voice August 2007 - March 2009
Symetra Financial September 2004 - August 2007
Skills
C#, VBA, SQL Server, Spanish, Problem Solving, Access, Analysis, Databases, Data Analysis, Engineering, Microsoft Office, Team Building, Data Warehousing, Database Design, Microsoft Excel, Mathematics, Microsoft Word, T-SQL, Visual Basic, Visual Studio, Windows, Technical Writing, Data Quality, Database Queries, Relational Databases, Probability, Outlook, PowerPoint, Microsoft SQL Server, SSIS, SQL, Analysis Services, SSRS, Program Management, HTML, Testing
Education
California State University-Fullerton 2014 — 2014
Certificate, Engineering Mathematics Refresher, Pass
University of Washington 1990 — 1997
Bachelor, Mathematics, 3.46
Cascadia Community College 2010 — 2010
Certificate, Business Intelligence Certification - SQL Server 2008
Shorecrest High School 1986 — 1990
Diploma, 3.9
Berkley Accident & Health, LLC August 2012 - Present
Symetra Financial September 2011 - August 2012
R.E. Moulton July 2007 - September 2011
United Health Group September 2003 - July 2007
Great-West Healthcare July 1998 - September 2003
Skills
Sales, Account Management, Insurance, Disability Insurance, Health Insurance, Health Savings Accounts, Sales Operations, Brokers, Life Insurance, Term Life Insurance, Dentistry, Customer Retention, Employee Benefits, Underwriting, Leadership, Managed Care, Management, Strategic Planning
Education
Kansas State University 1994 — 1998
Retired July 2014 - Present
Globys June 2012 - July 2014
SolutionsIQ February 2011 - May 2012
Globys 2012 - 2012
VanderHouwen September 2009 - October 2010
Serena Software July 2008 - August 2009
Symetra Financial April 2001 - July 2008
ZDNet 1996 - 1998
Skills
Agile Methodologies, Scrum, C#, Web Services, TDD, T-SQL, Microsoft SQL Server, JavaScript, SOA, NUnit, VB.NET, AJAX, IIS, VBScript, SaaS, Test Driven Development, Software Development, SQL, ASP.NET, ASP.NET MVC, XML, MVC, SSRS, .NET, CSS, Spring
Education
University of Washington 2012 — 2012
Java Certificate, Information Technology, (curently attending)
Bellevue Community College
Associate of Arts (A.A.)
Gonzaga University
Bachelor's degree
Berkley Accident & Health, LLC October 2012 - Present
Symetra Financial August 2011 - October 2012
R.E. Moulton, Inc. October 2007 - August 2011
Self-Funded Plans, Inc. June 1988 - October 2007
Skills
Employee Benefits, Health Insurance, Insurance, Consultative Selling, Underwriting, Health, Managed Care, Sales, Term Life Insurance, Brokers, Selling, Health Savings Accounts, Life Insurance, Claim, Disability Insurance, Workers Compensation, Leadership
Education
Cleveland State University 1985 — 1988
BS, Accounting
Symetra Financial March 2011 - Present
Great-West Life and Annuity Insurance Company July 2010 - February 2011
Cherry Financial Partners, Ltd. December 2009 - July 2010
AXA Equitable November 2007 - November 2008
Fisher Investments September 2007 - November 2007
Genworth Financial October 1997 - September 2007
Federated Investors January 1997 - October 1997
Federated Investors January 1994 - January 1997
Federated Investors August 1992 - December 1993
Federated Investors August 1990 - July 1992
Skills
Investments, Wealth Management, Variable Annuities, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Life Insurance, Asset Management, Finance, Financial Services, Fixed Annuities, Insurance, Investment Advisory, Portfolio Management, Retirement, Series 7
Education
Duquesne University 1990 — 1993
MBA, Finance
University of Iowa 1984 — 1988
BBA, Finance
Expedia, Inc. April 2014 - Present
Amazon.com January 2008 - March 2014
Lakeside School March 2007 - December 2007
Symetra Financial July 2005 - March 2007
Venture Allies April 2003 - May 2005
Education
University of Washington 2015 — 2017
Master of Business Administration (MBA)
St. Cloud State University - Herberger Business School 2002 — 2004
Bachelor's of Science, Accounting
Central Lakes College 2000 — 2002
Associate in Applied Sciences (AAS), Accounting
Cloudevco July 2014 - Present
Microsoft August 2012 - July 2014
Akvelon April 2012 - August 2012
Symetra Financial September 2011 - April 2012
MySource Consulting April 2011 - August 2011
Microsoft July 2010 - March 2011
Philips Healthcare August 2007 - July 2010
Volt March 2007 - August 2007
C&M Medical Services January 2006 - March 2007
Paperless Environments 2005 - 2006
Skills
C#, ASP.NET, WCF, MSMQ, JavaScript, Web Services, HTML, Telerik, Log4Net, TFS, T-SQL, C++ Builder, PHP, Visual Studio, VB.NET, ADO.NET, Windows Azure, CSS, BizTalk, Microsoft SQL Server, SQL Server Management..., Agile Methodolgy, Scrum, Distributed Systems, Cloud Computing, Software Solution..., Software Project..., Outsourcing Management, Cross Functional..., Strategic Forecasting, Planning Systems, Service Deployment, Release Management, Demand Forecasting, Business Analysis, Requirements Gathering, Requirement..., Requirements..., Visio, PowerPoint, Software Development, XML, Project Management, Program Management, Cloud Applications, .NET, Agile Methodologies, Big Data, Test Automation, Agile Project Management
Education
Columbia College 2001 — 2002
BS, Business Administration with IT emphsis
Louisiana State University 1984 — 1990
Business/Commerce, General
Prudential Financial September 2014 - Present
Prudential Financial April 2013 - August 2014
Symetra Financial January 2012 - March 2013
Symetra Financial December 2009 - December 2010
Symetra Financial November 2005 - December 2009
United States Attorney's Office 2003 - 2005
US Army January 1998 - December 2002
Skills
Budgets, Forecasting, Leadership, Management, Auditing, Factoring, Sales Operations, Marketing Strategy, Relationship Management, Customer Retention, Business Process..., Strategic Planning, Accounting, Start-ups, Finance, Due Diligence, Risk Management
Education
Boston University 2011 — 2013
Master's Degree
Saint Martin's University 2000 — 2002
BA
Symetra November 2012 - Present
Symetra Financial 2011 - 2014
Symetra Financial March 2011 - November 2012
Great West Life 1997 - 2011
Skills
Annuities, Long Term Care, Insurance, Mutual Funds, Fixed Annuities, Life Insurance, Long-term Care, Financial Advisory, Retirement Planning, 401k, Series 63, Financial Services, Retirement, Series 6, Wealth Management, Investments, Asset Allocation, Securities
Education
Colorado State University 1990 — 1995
BA, Economics
Yuma High School
T-Mobile 2013 - Present
Symetra August 2012 - November 2013
Symetra August 2012 - May 2013
Symetra Financial June 2011 - August 2012
Renton Christian School August 2011 - November 2011
Azusa Pacific University September 2010 - May 2011
Skills
Research, Team Leadership, Rally, SharePoint, Microsoft Excel, Data Analysis, Critical Thinking, PowerPoint, Outlook, Microsoft Office, Customer Service, Microsoft Word, Access, Analysis, Accounting, Leadership, Time Management, Financial Analysis, OneNote, AWD, SDLC, Requirements Gathering, Agile Methodologies, Technical Writing
Education
Azusa Pacific University 2006 — 2011
BS, Finance
Azusa Pacific University 2006 — 2011
BS, Accounting
Eastside Catholic
Eastside Catholic
GE Healthcare 2009 - 2011
Symetra Financial May 1994 - February 2009
Morgan Benefit Planning 1990 - 1994
Principal Financial 1988 - 1990
Skills
Project Management, Process Improvement, Six Sigma, Management, Leadership, Cross-functional Team..., Lean Facilitation, Change Management, Business Strategy, Data Analysis, Training, Analysis, Business Analysis, Product Management, Strategy, Entrepreneurship, Strategic Planning, Business Process..., Marketing, Healthcare, Business Process
Education
Eastern Washington University 1984 — 1988
BA, Business Administration and Information Managment
david french & associates May 2015 - Present
Boston Private Bank May 2013 - February 2015
Cambridge Savings Bank 2012 - 2013
Symetra Financial 2010 - 2011
Columbia Futures Group 2010 - 2010
Merrill Lynch Wealth Management 2008 - 2008
Skills
Data Analysis, Monte Carlo Simulation, Financial Modeling, Equity Valuation, Market Research, Underwriting, Credit Analysis
Education
Boston College - Wallace E. Carroll Graduate School of Management 2011 — 2012
Master of Science in Finance, Finance
Seattle University-Albers School of Business and Economics 2007 — 2010
Bachelor of Business Administration (BBA), Finance and Economics
Lincoln Financial Group December 2011 - Present
Symetra Financial September 2004 - November 2011
Symetra Financial October 2000 - September 2004
John Hancock Life Insurance Company (U.S.A.) March 1998 - September 2000
John Hancock Financial Services September 1995 - March 1998
Skills
ALM, Actuarial Science, Financial Analysis, Life Insurance, Enterprise Risk..., Financial Modeling, Product Development, Valuation, Reinsurance, Risk Management, Management
Education
Colorado State University 1992 — 1995
Bachelors, Math, Statistics
Symetra Financial 2000 - February 2015
ING Medical Risk Solutions (acquired by Safeco Life and Investments) 1994 - 2000
Manulife Financial (stop loss business acquired by ING Medical Risk Solutions) 1988 - 1994
The Hartford 1980 - 1988
Education
Indiana University of Pennsylvania 1974 — 1978
Bachelor of Science (B.S.)
Symetra Financial August 2012 - Present
Paula Reynolds Design Seattle February 2001 - September 2012
Cira Creative Portland, OR 2002 - 2009
Acadio Corp 2000 - 2001
Methodologie 1999 - 2000
Design 5 Creatives New York 1997 - 1999
Baptist Healthcare System Beaumont, TX 1996 - 1997
Shankweiler Nestor New York 1993 - 1995
Condé Nast Publications New York 1990 - 1993
Becker Design Associates 1988 - 1990
Skills
Logo Design, Art Direction, Newsletters, Brochures, Creative Direction, InDesign, Brand Development, Online Marketing, SEO, Graphics, Graphic Design, Online Advertising, Email Marketing, Advertising, Layout, Direct Marketing, Public Relations, Computer Graphics, Corporate Identity, Copywriting, Publishing, Jewelry Design, Typography, Marketing, Art, Books, Project Management
Education
Art Institute of Seattle 1986 — 1988
Associate of Arts (A.A.), Graphic Design
Western Washington University
Arctic Storm Management Group August 2014 - Present
Synapse Product Development March 2013 - April 2014
McDonald's Corporation October 2011 - January 2013
Symetra Financial December 2009 - September 2011
Original Basket Boutique 2006 - 2011
Symetra Financial 2004 - 2008
CLS Financial Services 2001 - 2004
United Health Services Credit Union 1998 - 2001
Walter J Haig II, CPA and Consultant 1993 - 1998
Skills
Strategic Planning, Budgets, Leadership, Management, Account Reconciliation, Gifts, Accounts Receivable, Program Management, Time Management, Small Business, Project Planning, Customer Service, Financial Statements, SEC filings, Analysis, General Ledger, Sarbanes-Oxley Act, Forecasting, Event Planning, Social Networking, QuickBooks, Financial Reporting
Education
Original Basket Boutique 2007 — 2007
Training, Basket Convention
Original Basket Boutique 2006 — 2006
Training, Basket Convention
Gonzaga University - School of Business Administration 1994 — 1997
BBA, accounting
Capital One Investing, LLC. & Capital One Advisors, LLC. May 2013 - Present
nextSource September 2012 - May 2013
Symetra Financial April 2007 - February 2012
Symetra Financial April 2005 - March 2007
Symetra Financial, formerly SAFECO Life & Investments Company June 2003 - March 2005
Symetra Financial, formerly SAFECO Life & Investments Company May 2000 - May 2003
Symetra Financial, formerly SAFECO Life & Investments Company January 1996 - April 2000
Symetra Financial, formerly SAFECO Life & Investments Company April 1994 - December 1995
Symetra Financial, formerly SAFECO Life & Investments Company July 1993 - March 1994
Skills
Compliance Management, Regulatory Compliance, Risk Management, Financial Risk, Finance, Financial Reporting, Auditing, Financial Analysis, Internal Controls, Due Diligence, Insurance, Financial Services
Education
City University
Gonzaga University
Mt. Rainier Realty May 2014 - Present
Mutual of Enumclaw March 2008 - April 2013
Symetra Financial December 2001 - March 2008
Safeco Insurance February 2001 - December 2001
Washington Dental Service 1989 - 2001
Skills
Data Warehousing, Business Analysis, ETL, Business Intelligence, Insurance, Microsoft Office, Microsoft Excel, Database Design, VBA, Access, Microsoft Word, SQL, General Insurance, SDLC, Customer Service, ITIL Certified, Crystal Reports, SAP BI, Scrum, Databases, Microsoft SQL Server
Education
MyungJi University
Bachelor of Science (B.S.), Computer Science, 3.1
DONGguk Computer Institute
Certificate, Computer Programming/Programmer, General, 3.5
Highline Community College 1984 — 1986
A.A.S, Data Processing, 3.2
Williams Financial Group February 2014 - Present
Signator Financial Services, Inc. October 2010 - February 2014
Symetra Financial 2010 - December 2011
Symetra Financial 2007 - 2010
Symetra Financial 2006 - 2007
Skills
Mutual Funds, Investment Advisory, Investment Advisory..., Fixed Annuities, Retirement Planning, Retirement Income, Financial Modeling, Financial Markets, Strategic Planning, Wealth Management, Series 7, Series 63, Retirement, Asset Allocation, Strategic Financial..., Financial Services, Investments, Financial Advisory, Portfolio Management, Investment Strategies, Life Insurance, Asset Management, Financial Planning
Education
City University of Seattle 2005 — 2007
MBA
Boise State University 1998 — 2001
B.A.
University of Nebraska-Lincoln 1997 — 1998
Northwest Hardwoods August 2015 - Present
Weyerhaeuser May 2013 - August 2015
Life Center March 2012 - May 2013
Symetra Financial October 2011 - March 2012
Life Center August 2011 - October 2011
Pacific Lutheran University September 2007 - August 2011
Skills
Accounting, Payroll, Microsoft Excel, Customer Service, Data Analysis, Database Admin, Nonprofits, Leadership, Microsoft Office, PowerPoint, Corporate Tax, Tax Returns, Tax Preparation, Investments, Account Reconciliation, General Ledger, Human Resources, Fixed Assets, Management, Tax, Financial Analysis, Data Entry, Bank Reconciliation, Journal Entries, Non-profits, Database Management, Variance Analysis, Financial Reporting, Financial Accounting, MS Excel Pivot Tables
Education
Pacific Lutheran University 2013 — 2014
Master of Business Administration (M.B.A.)
Pacific Lutheran University 2007 — 2011
Business Administration, Accounting
IES Abroad 2009 — 2009
AIG August 2013 - Present
Symetra Financial March 2012 - August 2013
Sun Life Financial February 2006 - March 2012
John Hancock Life Insurance Company (U.S.A.) November 1998 - February 2006
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1999 — 2003
MBA, Finance, Management
Boston University Questrom School of Business 1988 — 1992
BSBA, Finance, Marketing
AXA Distributors, LLC May 2015 - Present
Symetra Financial March 2011 - April 2015
First Mercantile a subsidary of Mass Mutual Financial Group September 2009 - February 2011
Mass Mutual Financial Group March 2007 - September 2009
Genworth Financial June 2006 - March 2007
Allianz Life March 2003 - June 2006
Allianz Life Financial Services, LLC 2003 - 2006
MetLife Investors September 2000 - March 2003
Skills
Series 6, Fixed Annuities, Retirement, Investments, Securities, Life Insurance, Series 65, Financial Services, 401k, Series 7, Mutual Funds, Retirement Planning, Financial Advisory, IRAs, Wealth Management, Asset Allocation
Education
Augsburg College 1993 — 1997
Environmental Science
Symetra Financial October 2011 - Present
New York Life Insurance Company March 2004 - August 2010
Lazard Asset Management 2000 - 2002
Schroders 1998 - 2000
Equitable Distributors, Inc. 1996 - 1998
Wood Logan Associates, Inc. 1993 - 1996
Shearson Lehman Brothers 1991 - 1992
Skills
Account Management, Annuities, Mutual Funds, Retirement, Financial Services, Fixed Annuities, Relationship Management, Sales, Sales Operations, Wealth Management, Series 7
Education
LIU Post
BS, Business Mgmt & Marketing
Suffolk County Community College 1977 — 1981
Associates, Business Administration
Symetra August 2012 - Present
Symetra Financial August 2004 - August 2012
Safeco May 1994 - August 2004
Premera Blue Cross June 1978 - May 1994
Education
Central Washington University
BA, Education
Symetra Financial February 2011 - Present
Symetra Financial October 2010 - January 2011
LWTC September 2008 - June 2010
Seafirst Capital Lending January 2008 - April 2008
Wells Fargo April 2002 - January 2008
Escrow Professionals July 2000 - September 2001
M&T Mortgage September 1996 - July 2000
Skills
Adobe Acrobat, InDesign, Illustrator, Photoshop, Typesetting, Microsoft Word, Fillable PDF's, Print Production, Dreamweaver, Mac, Flash, Marketing, Adobe Creative Suite, Brand Development, Newsletters
Education
Lake Washington Institute of Technology 2008 — 2010
MMDP, Multimedia Design and Production
Symetra Financial August 2006 - January 2011
Washington Mutual January 2001 - July 2006
Skills
Access, Accounting, Analysis, Banking, Budgets, Call Center, Call Centers, Cross-functional Team..., Customer Service, Process Improvement, SharePoint, Team Leadership, Vendor Management, Visio
Education
Ballard High School 1969 — 1972
Highline College
Supirb Technologies June 2013 - Present
Symetra Financial March 2007 - October 2011
MetLife February 2006 - February 2007
The Guardian Life Insurance Company of America August 2003 - February 2006
Unum October 1999 - January 2003
Skills
Marketing, Sales, Project Management, Marketing Strategy, Marketing Communications, Insurance, Budgets, Disability Insurance, Social Media Marketing, Email Marketing, Analytics, Life Insurance, Health Insurance, Social Media, Online Advertising, Long Term Care Insurance, Product Marketing, Financial Services, Series 7, Management, Account Management, Long-term Care, Salesforce.com
Education
University of Alaska Anchorage 1994 — 1997
Bachelor's Degree, Communication, Journalism, and Related Programs
Gustavus Adolphus College 1990 — 1992
General
Symetra Financial December 2013 - Present
The Hartford January 1993 - December 2013
Skills
Vendor Management, Process Improvement, Call Centers, Business Analysis, Risk Management, Change Management, Operations Management, Project Portfolio..., Cross-functional Team..., Employee Benefits, Business Process..., Business Process, Analysis, PMO, Outsourcing, Strategy, Leadership, Performance Management, Resource Management, IT Service Management, IT Management, Stakeholder Management, Team Leadership, IT Strategy, Team Building, Requirements Analysis, Data Analysis, Team Management, Project Delivery, Training, Requirements Gathering, Business Development, Service Delivery, IT Operations, Disaster Recovery, Customer Experience, Incident Management, Financial Services, Testing, Offshoring, Integration, Claim, Relationship Management, System Deployment, Service Operations, Business Continuity, IT Outsourcing, Claims Management, Telecommunications, Delivering Results
Education
Bay Path College 1989 — 1991
Associate of Science (AS)
Symetra Financial
Skills
Risk Management, Analysis, Financial Analysis, Financial Modeling, Financial Reporting, Fixed Annuities, Insurance, Life Insurance, Process Improvement, Requirements Gathering
Education
Bryn Mawr College
AB, Growth and Structure of Cities
Home August 2015 - Present
BENNETT & ASSOCIATES, An Ameriprise Private Wealth Advisory Practice June 2012 - Present
Rae Photography June 2009 - Present
Symetra Financial January 2008 - September 2010
Group Health Cooperative June 2007 - December 2007
Bartell Drugs August 2004 - June 2007
Skills
Customer Relations, Microsoft Office, Inventory Management, Time Management, Customer Service, Ten Key, Word Processing, Creative Development, Volunteer Development, HIPAA Compliance, Insurance Training, CRM, Team Leadership
Education
Bellevue Community College 2006 — 2011
General
Interlake High School 2001 — 2005
General Education, General Studies
City of Seattle February 2013 - Present
Boeing - contractor October 2012 - February 2013
VMware - contractor December 2011 - August 2012
Symetra Financial August 2010 - March 2011
Social Solutions, LLC February 2009 - 2010
Washington Mutual 2003 - January 2009
Oracle December 2000 - October 2001
Cap Gemini Ernst & Young May 1998 - September 2000
Medtronic - Physio-Control December 1978 - December 1995
Skills
SDLC, Vendor Management, PMP, Business Analysis, Requirements Analysis, Program Management, Business Intelligence, Process Improvement, Visio, Project Management, Software Project..., SharePoint, Requirements Gathering, PMO, Integration, Data Warehousing, Business Requirements, Project Portfolio..., Release Management, Agile Methodologies, Cloud Computing, Leadership, Team Building, Business Process, Business Process..., Enterprise Software, SaaS, IT Service Management, ERP
Education
California Polytechnic State University-San Luis Obispo
BS
RPM Mortgage, Inc. August 2014 - Present
Symetra Financial May 2011 - July 2014
Watermark Credit Union September 2008 - May 2011
Watermark Credit Union November 2007 - September 2008
Snoqualmie Falls Golf Course Grill September 2006 - November 2007
Macy's December 2005 - July 2006
Skills
Loans, Mortgage Lending, Banking, Consumer Lending, Microsoft Excel, Mortgage Banking, Insurance, Team Building, Portfolio Management, Commercial Mortgages, Credit Analysis, Accounts Payable, Foreclosures, Deed in Lieu, Credit Risk, Leases, Microsoft Office, Auditing, Refinance, Customer Service, Loans Administration, Account Reconciliation, Sales, Process Improvement, Real Estate, PowerPoint, Account Management, REO, Accounting, Real Estate Financing, Finance, Relationship Management, Commercial Lending, Commercial Real Estate, Consumer L, Management
Education
Bellevue College
Business Management and Accounting
Liberty Mutual Insurance October 2014 - Present
Symetra Financial 2012 - October 2014
The Hartford May 2005 - May 2012
The Standard 1996 - May 2005
Skills
Insurance, Health Insurance, Disability Insurance, Account Management, Underwriting, Salesforce.com, Life Insurance, Employee Benefits, Selling, Sales, Sales Management, Cold Calling, Claim, Sales Operations, Fixed Annuities, Brokers, New Business Development, Relationship Management, Customer Service, Long-term Care, Group Insurance, Term Life Insurance
Education
Baylor University - Hankamer School of Business 1991 — 1995
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies, Markting
Osbourn High School 1987 — 1990
The Williams Company May 2015 - Present
Symetra Financial May 2005 - May 2015
Nordstrom.com November 2000 - September 2004
mylackey.com June 1999 - October 2000
City of Portland June 1998 - June 1999
Skills
Microsoft Office, Project Management, Construction, Construction Management, Project Planning, Contract Management, Microsoft Project, Bluebeam, Adobe Acrobat, Primavera P6, Microsoft Excel, Timberline, Peachtree, SharePoint, SharePoint Designer, GIS systems, Microsoft CRM, Project Estimation, Customer Service, Green Building, Planning, Urban Planning
Education
University of Washington 2014 — 2015
Certificate, Construction Management
Edmonds Community College 2004 — 2007
Construction Management
Portland State University 1995 — 1999
Bachelor’s Degree, Housing and Economic Development
Symetra Financial December 2011 - Present
Symetra Financial October 2000 - December 2011
The Peck Group July 1998 - October 2000
Security Benefit Group of Companies September 1987 - July 1998
Skills
C#, .NET, ASP.NET, SDLC, XML, SharePoint, Agile Methodologies, Microsoft SQL Server, HTML, Visual Studio, Analysis, Systems Analysis
Education
Emporia State University 1982 — 1986
B.S., Computer Science, Mathematics
Microsoft Corporation April 2011 - Present
Iron Mountain August 2007 - April 2011
Iron Mountain August 2006 - August 2007
Vertafore, Inc AMS Services 2003 - 2006
Symetra financial July 2000 - December 2003
Skills
Functional..., Requirements..., Workflow, Requirements Analysis, Business Process, Analysis, Data Analysis, Business Analysis, Visio, SDLC, Agile, Requirements Gathering, Software Development, Process Improvement, Change Management, Business Strategy, Business Planning, Systems Analysis, Microsoft SQL Server, Agile Methodologies, SQL, Enterprise Software, Project Management, Management, Requirement..., Enterprise Architecture, Strategy
Education
Guangzhou University
Bachelor of Art
GuideWell Connect January 2006 - Present
Florida Blue September 2013 - April 2014
Florida Blue July 2012 - August 2013
Blue Cross Blue Shield of Florida January 2006 - July 2012
Continental Homeowners Assn. 2004 - 2012
Symetra Financial 1994 - 2006
Skills
Community Education, Health Care Reform..., Medicare Education, Public Speaking, Corporate Wellness, Corporations, PPO, HMO, Health Policy, Health Promotion, Leadership, Strategic Planning, Employee Benefits, Healthcare, Health Insurance, Health Education, Insurance, Medicaid, Healthcare Management, Healthcare Industry, Medicare, Managed Care, Hospitals, HIPAA, Healthcare Consulting, Wellness, Healthcare Information..., Disease Management, Health Care Reform, Public Health, Provider Relations, Physician Relations, Utilization Management, Case Management, Physicians
Education
Barry University 1999 — 2003
Bachelor of Science (BS), Health/Health Care Administration/Management
St. Brendan High School 1980 — 1982
Symetra Financial 2010 - Present
United Healthcare May 2006 - November 2010
Aetna Group Insurance August 2002 - August 2006
Skills
Insurance, Underwriting, Health Insurance, Life Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Health Savings Accounts, Benefits Administration, Workers Compensation, Long-term Care
Education
Hawaii Pacific University 1989 — 1991
Bachelor of Arts (B.A.), Human Resources Management/Personnel Administration
Symetra Financial 2004 - 2010
Skills
Structured Settlements, Acquisition Integration, Budget Forecasts, Budget Analysis, Budget Reconciliation, Contract Negotiation, Process Improvement, Procedure Development, Financial Reporting, Strategic Planning, Key Partnership..., Budget Management, Operational Efficiency, Customer Relations, New Business Development
Education
Green River Community College
Business Administration and Management, General
Zones, Inc. October 2015 - Present
Zones, Inc. February 2015 - October 2015
Laplink Software September 2009 - February 2015
Qwizdom, Inc. July 2012 - December 2012
Symetra Financial January 2007 - September 2009
H&R Block November 2006 - January 2007
NW Environmental & Equipment, Inc. July 2006 - October 2006
Highstreet Advertising & Promotion, Inc. January 2006 - July 2006
KBYI & KBYR Radio Stations September 2005 - December 2005
Alloy Ad Agency @ BYU Idaho September 2004 - December 2005
Skills
Online Advertising, Online Marketing, Digital Marketing, Web Analytics, Campaign Creation, Marketing Strategy, Social Media Marketing, Lead Generation, B2B Marketing, B2C marketing, Marketing Communications, Analytics, Wordpress, PPC, Dreamweaver, Email Marketing, Blogging, HTML, Photoshop, Advertising, SEM, Google Analytics, Google Adwords, SEO, Salesforce.com, E-commerce, Social Media, Copywriting, Web Design, Web Content Management, Product Marketing, Social Networking, Facebook, Adobe Creative Suite, User Experience, B2B, CMS, Integrated Marketing, B2C, Affiliate Marketing, Marketing, Public Relations, Marketing Management, CRM, Campaigns, Multi-channel Marketing, Strategic Partnerships, Management
Education
Brigham Young University - Idaho 2002 — 2005
Bachelor of Arts (BA), Communication, Advertising and Business
Expedia October 2010 - Present
Expedia, Inc January 2006 - September 2010
Symetra Financial 2001 - 2006
Charles Schwab 2000 - 2001
Safeco 1996 - 1998
Skills
Product Management, E-commerce, Analytics, Cross-functional Team..., Competitive Analysis, Strategic Partnerships, Web Analytics, Vendor Management, Program Management, Business Analysis, Business Intelligence, Agile Methodologies, Product Marketing, Account Management
Education
Carnegie Mellon University - Tepper School of Business 1998 — 2000
MBA
University of Washington 1992 — 1996
BA
Portfolio Strategies, Inc. April 2015 - Present
Portfolio Strategies December 2011 - April 2015
Symetra Financial July 2011 - December 2011
Symetra Financial October 2007 - July 2011
Skills
Trading, Customer Service, Operations Management, Fixed Annuities, Mutual Funds, Retirement, Training, Securities, Series 63, Series 6, Financial Services, Investments, Variable Annuities, 401k, 403 b, Team Leadership, ETFs
Education
Central Washington University 2004 — 2007
BS, Business Administration - Finance
Central Washington University 2004 — 2007
BS, Managerial Economics
F5 Networks October 2014 - Present
F5 Networks August 2013 - October 2014
Symetra March 2011 - August 2013
Symetra Financial February 2010 - March 2011
Seattle Mariners June 2007 - September 2008
Skills
Event Planning, Outlook, Training, Recruiting, Human Resources, Leadership, Employee Training, Management, Onboarding, Marketing, Budgets, Sales, Analysis, Employee Engagement, PowerPoint, Learning Management...
Education
Central Washington University 2006 — 2009
Bachelor of Arts (Honors), Communication Studies; English Literature
iSoftStone North America July 2015 - Present
iSoftStone May 2014 - July 2015
Starbucks November 2013 - May 2014
Symetra August 2012 - November 2013
Symetra Financial December 2011 - August 2012
T-Mobile USA January 2008 - January 2012
T-Mobile USA January 2007 - January 2008
DST Output May 1996 - January 2007
Skills
Project Management, Business Analysis, Cross-functional Team..., Leadership, Program Management, SDLC, Requirements Analysis, Budgets, Process Improvement, Visio, Strategic Planning, Management, PMO, Vendor Management, Software Documentation, Analysis, PMP, Business Process, Telecommunications, Software Project..., Business Process..., Integration, Testing, Resource Management, MS Project, Project Portfolio..., Change Management, Project Planning, IT Management, Enterprise Software, Requirements Gathering, Team Building, Agile Methodologies, Waterfall, SharePoint, Team Leadership, IT Strategy, Systems Analysis, Business Intelligence, Product Development, Governance, Outsourcing, Customer Satisfaction, Disaster Recovery, ITIL, CRM, Agile Project Management, Project Delivery, Business Requirements, Product Management
Education
Ashford University 2007 — 2011
Bachelor of Arts, Organizational Management
El Dorado High School Graduate 1992 — 1995
Microsoft October 2012 - Present
Microsoft April 2010 - September 2012
Microsoft February 2009 - January 2010
Merrill Gardens November 2008 - January 2009
360 Macros, LLC February 2007 - January 2009
Symetra Financial March 2008 - September 2008
Tatley-Grund June 2006 - January 2008
Food Services of America August 2005 - June 2006
Skills
Scorecard Management, Business Process..., Microsoft Excel, Microsoft Office, Custom Tool Development, Ad Hoc Reporting, Data Analysis, Scorecard, Sales Operations, Analysis, Strategic Planning, Process Automation, Budget Setting, Data Audit, Data Aggregation, Exploratory Data..., Interpreting Data, Financial Analysis, Process Improvement, Access, Budgets, Pivot Tables, Business Planning, Project Management, Accounts Payable, Variance Analysis, Accounts Receivable, Finance, Program Management, Forecasting, Supplier Performance, Management, Business Analysis, Business Intelligence
Education
City University of Seattle 2006 — 2008
MBA
City University of Seattle 2003 — 2006
BS
Shoreline Community College 1999 — 2003
UC Irvine Health March 2013 - Present
Blood Systems Inc. December 2011 - March 2013
ChangeOver Coaching & Consulting, LLC January 2004 - November 2011
Kitsap Regional Library June 2005 - March 2011
Situation Management Systems, Inc. January 2010 - January 2011
McBride & Lucius 2010 - 2011
Symetra Financial January 2002 - May 2005
Safeco Insurance/Life & Investments January 1995 - December 2001
Tokio Marine Management, Inc January 1990 - September 1994
Skills
Organizational..., Coaching, Human Resources, Leadership Development, Leadership, Training, Organizational..., Staff Development, Talent Management, Workshop Facilitation, Personnel Management, Employee Relations, MBTI, Program Management, Instructional Design, Career Development, Training Delivery, Management, Personal Development, Change Management, Succession Planning, Employee Training, Onboarding, Performance Management, Executive Coaching, Employee Engagement, Culture Change, Talent Acquisition, Certfied Professional..., Development Dimensions,..., Strength Deployment..., Qualified Myers-Briggs..., Ken Blanchard..., Achieve Global..., CPI Safety, Service &..., SMS Positive Power &..., Center for Creative..., Linkage Managing..., Linkage Leading Change..., Blessing White Employee..., PIL The Oz Principle..., CCL Benchmark 360 Coach...
Education
Academy for Coach Training
CPC, Certified Professional Coach
California State Polytechnic University-Pomona
B.A., English Language and Literature/Letters
California State University-Fullerton
Credential, Secondary Education-English
University of California Extension
Coursework, Organizational Development
Grameen Foundation August 2015 - Present
Grameen Foundation October 2011 - Present
Symetra Financial August 2008 - September 2011
Self Employed October 2007 - August 2008
Quadrangle Consulting Pvt. Ltd. (HR Consultancy) June 2004 - July 2005
DCM Shriram Limited July 2003 - February 2004
Skills
Succession Planning, Instructional Design, 360 Feedback, Talent Management, Performance Management, Organizational..., Blended Learning, Coaching, Change Management, Employee Engagement, Training, Workshop Facilitation, Emotional Intelligence, Leadership, Project Management, Leadership Development, Management, Talent Acquisition, Program Management, Process Improvement, Consulting, Human Resources, Business Process..., Organizational..., Interviews, Organizational Design, Executive Coaching
Education
Seattle Pacific University 2006 — 2008
MA, Organizational Psychology, specialization in OD
Delhi University 2002 — 2004
MA, Psychology, specialization in Organizational Behavior
Delhi University 1999 — 2002
BA, Psychology from Lady Shri Ram College
Fierce Conversations Training
Symetra June 2012 - Present
Symetra Financial October 2009 - May 2012
Symetra Financial November 2006 - September 2009
Ernst & Young, LLP July 2005 - November 2006
Skills
Financial Reporting, Financial Analysis, Accounting, GAAP, SEC filings, Financial Statements, Analysis, Accounts Payable, Financial Audits, SOX 404, Insurance, Internal Controls, Auditing, Process Improvement, Financial Services, Awesomeness, Fixed Assets, Leadership, Payroll, SEC Filings, Volunteer Management
Education
Brigham Young University 2002 — 2005
Master's degree, Accounting
Symetra Financial Director Information TechnologySafeco Insurance1978 - 2006
Education
Boise State University 1969 — 1976
T-Mobile April 2008 - Present
Clearwire September 2006 - January 2008
Symetra Financial August 2004 - August 2006
Safeco January 1998 - August 2004
GE Capital June 1996 - December 1997
Condor Insurance Company October 1989 - February 1996
Maxicare Health Plans, Inc. September 1986 - September 1989
Richard A. Berti & Co., CPA's October 1984 - September 1986
Skills
Financial Reporting, General Ledger, Variance Analysis, Accounts Payable, Accounting, Sarbanes-Oxley Act, Account Reconciliation, Financial Analysis, Tax, Budgets, Fixed Assets, Financial Statements, Analysis
Education
California State University-Dominguez Hills 1979 — 1983
Symetra Financial November 2006 - Present
AMEC February 2005 - November 2006
PACCAR January 2001 - February 2005
Skills
Variance Analysis, Financial Reporting, Financial Statements, Consolidation, Corporate Tax
Education
City University of Seattle 2001 — 2005
Master of Business Administration (MBA), Finance, General
Addis Ababa University 1994 — 1997
Bachelor of Arts (BA), Accounting
Symetra Financial April 2005 - Present
Skills
Vendor Management, Process Improvement, SharePoint, Customer Service, Cross-functional Team..., Business Analysis, Outlook, Visio, Project Management, Microsoft Excel, Team Building, Strategic Planning
Education
Bellevue College
Symetra Financial April 2002 - January 2008
USAA July 2000 - March 2002
Avista Corp. June 1999 - May 2000
Education
Hillsdale College 1996 — 2000
BA, Business Administration, Marketing
Symetra Financial March 2011 - Present
Great-West Life and Annuity Insurance Company July 1997 - February 2011
Education
Colorado State University
Symetra September 2015 - Present
Symetra Financial May 2010 - September 2015
Community Consulting Partnership September 2013 - November 2014
Symetra Financial December 2005 - April 2010
Skills
Process Improvement, Business Analysis, Vendor Management, Visio, Insurance, SharePoint, SDLC, Team Leadership, Change Management, Business Requirements, Requirements Analysis, Requirements Gathering, Data Analysis, Access, Analysis, Organizational..., Software Documentation
Education
Alemaya University
Boeing June 2015 - Present
Symetra Financial March 2010 - June 2015
University of Washington September 2008 - June 2010
Skills
Actuarial Science, Insurance, Financial Modeling, VBA, Econometrics, ALM, Financial Product..., Financial Analysis, Risk Management, Statistics, Data Analysis, Reinsurance, Variable Annuities, Research, Life Insurance, Fixed Annuities, Retirement, Analysis, Structured Settlement, MG ALFA
Education
University of Washington 2008 — 2010
MA, Economics, 3.8
Lomonosov Moscow State University (MSU) 1998 — 2003
MS, Applied Mathematics, 3.7
Symetra Financial April 2002 - December 2012
Skills
Underwriting, Fixed Annuities, New Business Development, Life Insurance, Process Improvement, Retirement, Mutual Funds, Disability Insurance, Retirement Planning, Financial Services, Term Life Insurance, Business Analysis, Team Building, Insurance, 401k, Management
Education
Arizona State University 1989 — 1992
B.A. Communication
Russell Investments October 2014 - Present
Principal Funds February 2004 - October 2014
Principal Financial Group February 2004 - October 2014
Principal Financial Group - Edge Asset Management, Inc. 2004 - March 2009
Edmonds Community College 2005 - 2007
WM Group of Funds 2004 - December 2006
WM Funds Distributor, Inc. 2004 - 2006
Symetra Financial 1997 - 2004
Skills
Fluent Spanish, Mutual Funds, Marketing, Securities, Series 63, Series 6, Advertising, 401k, Series 7, Investment Advisory, Risk Management
Education
Edmonds Community College 2003 — 2004
Advanced Paralegal, Estate Planning/Probate
Brigham Young University 1990 — 1995
Bachelor of Arts (BA), History/Economic Geography
Symetra Financial 1992 - Present
Liberty Mutual Insurance Co. May 1985 - September 1992
Federated Investors 1982 - 1984
Skills
Managed Care, Life Insurance, Employee Benefits, Sales, Insurance, Vendor Management, Health Insurance, Underwriting, Disability Insurance, Fixed Annuities, Health Savings Accounts, Account Management, Strategic Planning, Brokers, Process Improvement, Reinsurance
Education
Grove City College 1978 — 1982
Business, Finance/Marketing
T-Mobile January 2014 - Present
T-Mobile April 2011 - January 2014
Starbucks Coffee Company February 2008 - February 2009
Symetra Financial May 2002 - October 2005
Skills
Retail, Business Analysis, Vendor Management, Telecommunications, Call Centers, Cross-functional Team..., Management, Program Management, Sales Operations, Process Improvement, Microsoft Office, Customer Experience, Team Leadership, Account Management, Product Management
Education
East Carolina University 1991 — 1995
Bachelor of Science (B.S.), Criminal Justice and Corrections
Symetra Financial September 2003 - Present
Skills
Sarbanes-Oxley Act, Financial Analysis, Internal Controls, Financial Reporting, SEC filings, General Ledger, US GAAP
Education
Christian Brothers University 1979 — 1983
Dodge & Cox Funds November 2004 - Present
Symetra Financial 2003 - 2004
Safeco Asset Management Company 1995 - 2003
Ernst & Young 1987 - 1995
Education
Brigham Young University 1978 — 1981
Bachelor of Science (B.S.), Accounting
Lucky Strike Entertainment January 2008 - Present
Nordstrom Direct 2006 - 2007
Symetra Financial 2005 - 2006
The Gate 1993 - 2005
Education
California State University-Northridge
Bachelor of Science, Marketing
The Guardian Life Insurance Company April 2015 - Present
Aetna October 2007 - March 2015
Symetra Financial March 2005 - September 2007
UnitedHealth Group March 2004 - February 2005
Wellpoint Anthem June 2002 - March 2004
Ameritas Group Dental March 1999 - June 2002
Skills
Brokers, Underwriting, Property & Casualty..., Health Savings Accounts, Team Building, Health Insurance, Disability Insurance, Life Insurance, Insurance, Sales, Customer Service, Employee Benefits, Term Life Insurance, Workers Compensation, Self-funded, Long-term Care, Group Medical, Group Insurance, Medicare, COBRA, Accident, HMO, Managed Care, Voluntary Employee..., Health Care Reform, Claim, Medicare Part D, Whole Life, PPO, Critical Illness, Flexible Spending..., Benefits Administration, Long Term Care Insurance, Fixed Annuities, Dentistry, 401k, Commercial Insurance, Health Policy, Provider Relations, Professional Liability, General Insurance, Umbrella Insurance, Legal Liability, Reinsurance, Claims Management, Multi-Cultural Team...
Education
Community College of the Air Force
Technical
Symetra Financial August 1993 - Present
Skills
Health Insurance
Education
Brigham Young University
Symetra Financial January 2011 - Present
FactSet Research Systems 2005 - February 2011
Thomson Financial January 2000 - March 2005
Skills
Quality Assurance, Software Quality..., Quality Center, SharePoint, Data Analysis, Software Documentation, Analysis, Business Requirements, Risk Management, Waterfall, Defect Tracking, Market Data, Business Process..., Test Automation, Banking
Education
Columbia University - School of International and Public Affairs 2005 — 2007
MIA, International Affairs
Pace University 1997 — 2000
B.S, Management Information systems
Harper College May 2011 - Present
Allstate Financial April 2001 - February 2006
Symetra Financial June 1997 - April 2001
GE Capital August 1994 - June 1997
Skills
Customer Service, Data Entry, Microsoft Word, Administrative..., Public Speaking
Education
Harper College 2010 — 2012
Medical Office Management/Administration
Symetra Financial April 2000 - Present
Education
Bellevue College
Symetra Financial October 2004 - Present
Safeco March 2001 - October 2004
Education
California State Polytechnic University-Pomona 1994 — 1997
BS, Mathematics
Symetra Financial February 2005 - Present
GE Capital February 2000 - February 2005
Alden Risk Management Services 1989 - 2000
Skills
Health Insurance, Life Insurance, Disability Insurance, Underwriting, Employee Benefits, Human Resources, Insurance, Term Life Insurance, Reinsurance, Brokers, Health Savings Accounts, Workers Compensation, Claim, Claims Management, Managed Care, Long-term Care
Education
Loyola Marymount University
Business Management
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 Financial September 2012 - Present
Verizon Wireless January 2009 - July 2012
Superior Underwriters January 1994 - January 2007
Various Insurance Agencies January 1989 - January 1994
Skills
Organizational Behavior, Ethics, Administrative Work, Software Business, Notary Public for the..., Administrative...
Education
Bellevue College 2008 — 2009
Certificate, Admin Assistant & Business Software
ITT Technical Institute-Seattle
Brian Patten and Associates November 2012 - Present
Symetra Financial June 2009 - May 2012
Nordstrom August 2008 - February 2009
Kaplan Test Prep and Admissions June 2008 - November 2008
Arizona Super Bowl Host Committee January 2007 - April 2008
Arizona Cardinals September 2007 - February 2008
Nordstrom December 2005 - August 2006
VfB Suhl 91 August 2004 - August 2005
CV Universidad de Burgos September 2003 - June 2004
Women's National Developmental Team January 2003 - May 2003
Skills
Sponsorship, Market Analysis, Bid Writing, Sports Marketing, Marketing Strategy, Sales, Account Management, Strategic Planning, Project Management, Fundraising, Market Research, Microsoft Office, Competitive Analysis
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
Master of Business, Sports Business, Marketing
University of Washington 1999 — 2003
Bachelor of Arts in Business, Accounting, Speech Communications
Home August 2012 - Present
Symetra Financial October 2001 - August 2012
Controller at Samsar Inc March 1997 - October 1999
Floorworks March 1997 - April 1999
United Way of Pierce County 1983 - 1986
Skills
Process Improvement, Analysis, Insurance, Essbase, SharePoint, Sarbanes-Oxley Act, Microsoft Excel, Variance Analysis, Project Management, Financial Reporting, SEC filings, Hyperion Enterprise
Education
California State University-San Bernardino 1974 — 1977
BA, Business Admin/Finance
San Bernardino Valley Collegeb
Associate's degree, Business Administration and Management, General
John Hancock Life Insurance Company (U.S.A.) August 2010 - Present
Guidant Financial Group June 2010 - August 2010
Symetra Financial 2007 - 2008
Symetra Financial 2004 - 2007
Skills
Coaching, Vendor Management, Workshop Facilitation, Team Building, Negotiation, Marketing, New Business Development, Management, Talent Management, Talent Acquisition, Employee Benefits, Process Improvement, Training, Customer Service, Executive Management, Account Management, Sales Process, Insurance, CRM, Leadership, Software Documentation, Cross-functional Team..., Financial Services, Business Analysis, Investments
Education
Bellevue College 2009 — 2009
Certification, Project Management
University of Washington, Michael G. Foster School of Business
Business, Finance & Marketing
Columbia Bank March 2014 - Present
Oakesdale School District April 2014 - Present
Turner Dental September 2013 - Present
Kappa Delta Sorority May 2012 - Present
Eclipse Volleyball Club November 2011 - April 2014
Aerotek January 2011 - August 2013
Clarkston High School August 2007 - January 2011
U.S. Bank February 2010 - December 2010
Symetra Financial February 2009 - August 2009
0/8 Seafood Grill and Twisted Cork Wine Bar January 2009 - August 2009
Skills
Recruiting, Staffing Services, Client/Hiring Manager..., Human Resources, Commercial Lines, Coaching, Training, Sourcing, Networking, Interviews, Sales, Volleyball, Leadership, Business Development, Employee Benefits, Management, Resume Writing, Customer Service, Benefits Negotiation, College Recruiting
Education
Eastern Washington University 2014 — 2016
Master's Degree, Secondary Education and Teaching
University of Idaho 2004 — 2008
B.S., Human Resources and Production Operations Management
Pomeroy High School 2000 — 2004
Honors Diploma
Symetra Financial September 2014 - Present
New York Life Insurance Company May 2014 - August 2014
Sun Life Financial May 2012 - May 2014
Sun Life Financial August 2005 - May 2012
Family Health Center of Worcester 2004 - 2005
The Mathworks 2000 - 2003
Allmerica Financial 1992 - 2000
State Mutual Life Assurance Co. 1986 - 1992
Skills
Actuarial Science, SDLC, SQL, Requirements Analysis, Requirements Gathering, Software Development, Microsoft SQL Server, Systems Analysis, Business Analysis, Software Project..., Databases, Visio, Calculations, Microsoft Office, Mainframe, Business Requirements, Project Management, Quality Assurance
Education
Anna Maria College 1982 — 1986
BS, Computer Science
BDA, Inc. - Contract Assignment through Pace Staffing Network January 2014 - July 2014
Symetra February 2012 - September 2013
Symetra Financial April 1991 - January 2012
Craft Corner July 1989 - April 1991
Skills
Project Management, Auditing Methodology, Underwriting, Policy..., Leadership Skills, Strong Analytical and..., Contract Negotiation, Detail Oriented, Able to Multitask, Contract Creation, Financial Reporting, Associate of Customer..., Accounts Receivable, Accounts Payable, Account Reconciliation, Payroll Processing, Manual Drafting, Shock Test Engineering, Computer Adided Drafting, Human Resources, Data Entry, 10 Key, Blueprinting, Microfiche and..., Key Account Development, Key Punch Operation, Insurance, Property & Casualty..., General Insurance, Brokers, Training, Customer Service, Analysis, Process Improvement, Access, Team Building
Education
Life Office Management Association 2002 — 2002
Continued Education Courses, Business Administration and Management, General
Life Office Management Association 1995 — 2001
Associate of Customer Service, Business Administration and Management, General
Bellevue College
General Studies, 4.0
Renton Technical College
Certificate of Completion, Computer Aided Drafting, 4.0
Renton Technical College
Certification, Data Entry and Key Punch Operation, 4.0
Northwest Accounting & Financial Management April 2015 - Present
Expedia, Inc. June 2013 - March 2015
Resources Global Professionals November 2012 - June 2013
Resources Global Professionals May 2012 - November 2012
Resources Global Professionals October 2011 - April 2012
CV Partners April 2011 - October 2011
Resources Global Professionals September 2010 - April 2011
Resources Global Professionals January 2007 - September 2010
Symetra Financial July 2005 - December 2006
ConocoPhilips 2001 - 2003
Skills
General Ledger, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Accounting, Mergers & Acquisitions, Process Improvement, Finance, Forecasting, Tax, Management
Education
Kaplan University 2009 — 2011
MS, Information Technology
Boston College 1988 — 1988
BS, Accounting
Symetra Financial September 2011 - Present
Chapin Solutions May 2010 - September 2011
American General Life Insurance Compan 2006 - June 2010
American General June 2006 - May 2010
The Hartford January 1999 - June 2006
Hartford Life 1999 - 2006
CIGNA September 1997 - January 1999
Education
Drake University 1993 — 1997
BS, Actuarial Science / Finance
Rightside July 2015 - Present
Nordstrom June 2014 - July 2015
Symetra Financial July 2011 - June 2014
KPMG September 2008 - June 2011
Skills
SEC reporting, Financial Reporting, SOX, Internal Controls, Audit, Accounting, XBRL
Education
Gonzaga University - School of Business Administration 2007 — 2008
MAcc, Accounting
Gonzaga University 2003 — 2007
BBA, Accounting
Symetra Financial January 2015 - Present
EquiTrust Life Insurance Company January 2012 - January 2015
FBL Financial Group, Inc. January 2001 - January 2012
National Underwriter Company June 1987 - January 2001
Union Central LIfe Insurance Company October 1984 - June 1987
Education
University of Cincinnati College of Law 1981 — 1984
Juris Doctorate
Ball State University 1977 — 1980
BS, English
ING Nederland May 2013 - Present
MetLife August 2011 - April 2013
Symetra Retirement Wealth Management Solutions January 2009 - January 2011
Symetra Financial January 2009 - January 2011
Peachtree Settlement Funding May 2007 - August 2008
VALIC and AIG Annuity 1994 - 2007
The Copeland Companies 1992 - 1994
Skills
Sales management, Recruiting both..., Building sales teams, Sales force..., Sales coaching, Business planning, Change management, Financial budgeting, Sales performance,..., Sales structure, Team development, Public speaking, Training, Sales, Strategic Planning, Budgets, Change Management, Business Planning, Business Coaching, Public Speaking, Sales Management, Team Building, Employee Benefits, Retirement, 401k, Customer Service, Finance, Sales Operations, Fixed Annuities, Leadership, New Business Development, Series 7
Education
Faulkner University 1989 — 1990
BBA, Management
University of Alabama
Retired - individual February 2012 - Present
Home 1981 - Present
Symetra Financial April 2006 - January 2012
Safeco Insurance April 1997 - 2006
Nordstrom 1988 - 1997
Skills
Data Modeling, Business Intelligence, Cognos ReportNet, ETL, Cognos, Analysis, Data Warehousing, Management, SDLC, Teradata, DB2, Data Warehouse..., SharePoint, Requirements Gathering, Data Quality
Education
Seattle Pacific University 1978 — 1980
Masters, Math Educations
Idaho State University 1965 — 1969
BS, Math and Science Education
Blackfoot High School 1961 — 1965
HS, High School Diploma
Green Dot Corporation November 2014 - Present
SAG-AFTRA February 2013 - November 2014
SAG-AFTRA September 2010 - February 2013
Symetra Financial August 2008 - June 2010
Professional Women of Color Network 2010 - 2010
Symetra Financial September 2007 - August 2008
Skills
Facebook, Social Media, Event Planning, Public Relations, Press Releases, Management, Customer Service, Strategic Communications, Creative Writing, Corporate Communications, Email Marketing, Social Networking, Blogging, Internal Communications, Photography, Dreamweaver, Photoshop, Event Management, Social Media Marketing, Public Speaking, Editing, Microsoft Office, Community Outreach, Volunteer Management, Publicity, Copywriting, Marketing Communications, PowerPoint, Media Relations, Marketing, Microsoft Excel, Strategic Planning, Nonprofits, Fundraising, Microsoft Word, SharePoint, Social Media,..., Leadership, Newsletters
Education
Gonzaga University 2009 — 2012
Masters, Communication & Leadership Studies, 3.39
University of Washington 2003 — 2007
Communication, Public Relations
FiatLux Imaging, Inc. October 2008 - Present
Symetra Financial December 2007 - October 2008
SIRSAI INC. December 2005 - November 2007
V2 Infotech, India June 2003 - October 2005
Education
Anna University 1998 — 2003
BE, Engineering
University of Washington
certification, C# advanced concepts
Two Degrees December 2014 - Present
Symetra Financial February 2006 - December 2014
Western Wireless June 2004 - September 2005
Self Employed January 2002 - May 2004
Bentall LP July 2000 - September 2001
Nurun July 1996 - July 2000
SPOT Bagel May 1994 - July 1996
Skills
General Ledger, Accounting, Financial Reporting, Financial Analysis, Internal Controls, Sarbanes-Oxley Act, Insurance, Variance Analysis
Education
California State University-Los Angeles 1986 — 1988
Bachelor of Science, Business Administration
College of the Canyons 1984 — 1986
Two Year GE, General Education
Symetra Financial May 2006 - Present
Dougherty Funding April 2003 - April 2006
Toppan, Sanmina, Hadco, Tycom August 1994 - March 2003
United States Marine Corps February 1982 - January 1986
Education
California State University-Long Beach 1991 — 1994
BS, Mechanical Engineering
Symetra Financial Describe your position$
Skills
Insurance, Life Insurance, Employee Benefits, Team Building, Health Insurance, Claim, Vendor Management
Education
Ashland University 1981 — 1983
BS in Business Administration and Hotel Restaurant Management
Herkimer County Community College 1979 — 1981
Travel & Tourism
Symetra Financial May 2006 - Present
Bed Bath & Beyond April 2001 - May 2006
Mervyns October 1975 - October 1996
Skills
Call Center, Customer Service, Outlook, Data Entry, Microsoft Excel, Fixed Annuities, 10 Key, Microsoft Office, Microsoft Word
Education
Chabot College 1981 — 1983
Skyline College 1976 — 1978
PwC January 2015 - Present
PwC July 2014 - October 2014
Symetra Financial January 2012 - June 2012
DAT Accounting and Technical Service July 2011 - January 2012
IRS VITA January 2009 - April 2009
Skills
English, Tax Compliance, Tax Reseach, Tax Planning, Federal Tax, State Tax, Corporate Tax, Tax Law, Accounting, Financial Analysis, Microsoft Excel, Microsoft Word, Access, PowerPoint, Outlook
Education
Golden Gate University 2012 — 2014
Master's degree, Taxation
University of Washington, Michael G. Foster School of Business 2008 — 2011
BBA, Accounting
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
Washington Corporations September 2012 - Present
Washington Business Services September 2011 - September 2012
Symetra Financial April 2011 - September 2011
KPMG Audit September 2008 - April 2011
KPMG September 2007 - July 2010
Red Prairie 2008 - 2008
KPMG LLP June 2007 - August 2007
Skills
US GAAP, Auditing, Accounting, Sarbanes-Oxley Act
Education
The University of Montana - School of Business Administration 2004 — 2007
BS, Accounting
Indiana University Bloomington
EMPOWER Retirement November 2008 - Present
Symetra Financial January 1998 - October 2008
Skills
FINRA Series 6, 401k, Series 7, Series 63, Retirement Plan..., Defined Benefit, Pensions, Retirement, Retirement Planning, Mutual Funds, ERISA, Series 6, Profit Sharing, Fixed Annuities
Education
Eastern Washington University 1993 — 1997
Bachelor of Arts Business Administration, Finance and Management
Accountemps September 2014 - Present
Symetra Financial 2004 - 2012
Education
City University of Seattle
Accounting
Symetra Financial December 2010 - Present
Requin Accounting Resources November 2001 - December 2010
Pearson Technology Group October 2000 - October 2002
Ingram Book Company 1998 - 2000
Skills
Account Management, Outlook, Customer Service
Education
Indiana University-Purdue University at Indianapolis 1991 — 1996
BS & BA, Education, English & Philosophy
Homestead High School 1986 — 1990
Annik Technology Services Pvt. Ltd. July 2014 - Present
CompuCom March 2012 - June 2014
CORESTAFF Services October 2011 - February 2012
RHI Technology November 2010 - November 2011
EDUBOX February 2009 - May 2010
Symetra Financial September 2006 - May 2008
Skills
SSIS, SSRS, TSQL
Education
Bellevue Community College 2010 — 2011
Certificate, Data Warehousing - Business Intelligence
Western Washington University 1999 — 2003
BA, Business Admin, MIS
Western Washington University 1999 — 2003
Bachelor of Business Administration (BBA), Management Information Systems, General
University of Washington November 2011 - Present
Symetra Financial May 1995 - October 2011
Education
California State University-Chico
BA, Information and Communication Studies
Liberty Mutual April 2012 - Present
Symetra Financial September 1999 - March 2012
CSC 1992 - 1999
Education
Keller Graduate School of Management of DeVry University 1993 — 1995
Masters, Business Administration
University of Washington 1987 — 1991
Bachelor of Science, Psychology
New Orleans Martial Arts, LLC May 2001 - Present
Housing Authority of New Orleans January 1998 - May 2001
Symetra Financial January 1994 - January 1998
Skills
Karate, Public Speaking, Leadership Development, Coaching, Public Relations, Social Media, Marketing Strategy, Writing, Team Building, Online Marketing, Small Business, Sports, Social Media Marketing, SEO, Entrepreneurship, Event Planning, Leadership, Marketing
Education
University of Rochester 1983 — 1985
MS, Public Poloicy Analysis
Albion College 1979 — 1983
Bachelor of Arts, Sociology
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 Financial May 1997 - Present
Skills
Health Insurance, Employee Benefits, Vendor Management, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Team Building, Analysis, Access, Change Management, Term Life Insurance, Actuarial Science, Property & Casualty..., SDLC, Claim, Business Analysis, Insurance, Requirements Gathering, PowerPoint, SharePoint, Disability Insurance, Long-term Care, Life Insurance
Education
Auburn University 1978 — 1983
Physical Education; Psychology
Northwestern State University
Psychology
HKX Inc. March 2014 - Present
WildTangent (Contract) October 2013 - March 2014
The Aguiar Group January 2012 - September 2013
Miller Rieke Withsell & Co., PS January 2007 - April 2010
Stock Yards Meat Packing Company October 2004 - March 2005
Symetra Financial September 2004 - October 2004
BPM Associates, Inc. November 1996 - August 2002
Skills
Tax, Journal Entries, Fixed Assets, Account Reconciliation, General Ledger, Reconciliation, Financial Reporting, Accounts Payable, Bookkeeping, GAAP, Financial Statements, Accounting, Tax Preparation, Payroll, Accounts Receivable, Income Tax
Education
Central Washington University 2005 — 2006
BS, Accounting
Symetra Financial July 2011 - Present
Mutual of Omaha September 2007 - July 2011
Guardian Life July 2005 - September 2007
Unum August 2001 - July 2005
Skills
Insurance, Life Insurance
Education
Avila University 1988 — 1993
Bachelor's Degree, Finance
Sun Life Financial November 2014 - Present
Symetra Financial December 2011 - October 2014
Skills
Insurance, Disability Insurance, Health Insurance, Brokers, Life Insurance, Underwriting, Fixed Annuities, Employee Benefits, Term Life Insurance, Health Savings Accounts
Education
Gettysburg College 1994 — 1998
BA, Economics
Protective Life June 2006 - Present
Symetra Financial June 2001 - October 2005
Talbot Financial Services April 1994 - June 2001
Skills
Annuity, Annuities, Series 63, Long Term Care, Insurance, Fixed Annuities, Long-term Care, Life Insurance, Series 7, Series 6, Sales Operations, Mutual Funds, Variable Annuities, Banking, Sales, Sales Management, IRAs, Retirement Planning, Account Management, Term Life Insurance, Retirement, Business Development, Financial Services, Series 24, Disability Insurance, Series 65, 401k
Education
Indiana University-Purdue University at Indianapolis 1980 — 1983
BS, Business
Mississippi State University 1975 — 1977
Business Administration, Management and Operations
Symetra Financial
Skills
Visio, Underwriting, Business Analysis, Leadership, Life Insurance, Health Insurance, Customer Service, Employee Benefits, Salesforce.com, Insurance, SDLC, Requirements Analysis, Process Improvement
Education
Central Washington University
Symetra Financial August 1999 - December 2011
Safeco Insurance 1981 - 1988
Skills
Requirements Gathering, SharePoint, Waterfall, Visio, SDLC, Requirements Analysis, Agile Methodologies, Data Warehousing, Business Requirements, Quality Center
Education
University of Washington 1973 — 1978
B. A. in Business Administration, Concentrations in Finance and Marketing
Bellevue Community College