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
Employee
Years
Job
Industry
Brook Anderson Brook Anderson's Symetra Financial Experience February 2011 - June 2013
Job Divisional Vice President, Financial Planning & Analysis at Eddie Bauer
Industry Financial Services
Experience
Eddie Bauer June 2013 - February 2015
Symetra Financial February 2011 - June 2013
Bensussen Deutsch & Associates 2007 - November 2010
Siemens Water Technologies (now Evoqua Water Technologies) 1997 - 2007
Sverdrup Civil 1994 - 1997
INCA Engineers 1992 - 1994
Skills
Financial Modeling, Mergers & Acquisitions, Finance, Due Diligence, Strategic Planning, Cross-functional Team..., Forecasting, Leadership, Financial Reporting, Mergers, Analysis, Budgets, Corporate Finance, Strategic Financial..., Executive Management, Project Management, Team Leadership, Valuation, Portfolio Management, Financial Analysis, Internal Audit, Cash Management, Asset Management
Education
Seattle University 1995 — 1997
MBA, Business, Finance
Washington State University 1987 — 1992
BS, Civil Engineering
Eddie Bauer June 2013 - February 2015
Symetra Financial February 2011 - June 2013
Bensussen Deutsch & Associates 2007 - November 2010
Siemens Water Technologies (now Evoqua Water Technologies) 1997 - 2007
Sverdrup Civil 1994 - 1997
INCA Engineers 1992 - 1994
Skills
Financial Modeling, Mergers & Acquisitions, Finance, Due Diligence, Strategic Planning, Cross-functional Team..., Forecasting, Leadership, Financial Reporting, Mergers, Analysis, Budgets, Corporate Finance, Strategic Financial..., Executive Management, Project Management, Team Leadership, Valuation, Portfolio Management, Financial Analysis, Internal Audit, Cash Management, Asset Management
Education
Seattle University 1995 — 1997
MBA, Business, Finance
Washington State University 1987 — 1992
BS, Civil Engineering
Ryan Beneson's Symetra Financial Experience September 2005 - Present
Job Senior Loan Originator at Symetra Financial
Industry Insurance
Experience
Symetra Financial September 2005 - Present
Marcus & Millichap September 2000 - December 2004
Skills
Life Insurance, Insurance, Investments, Fixed Annuities, Financial Analysis
Education
UCSB 1997 — 1999
Bachelor's degree, Philosophy
University of Washington 1996 — 1998
Bachelor's degree, Psychology
Mt Si High School 1991 — 1994
Symetra Financial September 2005 - Present
Marcus & Millichap September 2000 - December 2004
Skills
Life Insurance, Insurance, Investments, Fixed Annuities, Financial Analysis
Education
UCSB 1997 — 1999
Bachelor's degree, Philosophy
University of Washington 1996 — 1998
Bachelor's degree, Psychology
Mt Si High School 1991 — 1994
Aparna Roy's Symetra Financial Experience May 2012 - October 2014
Job Technical Project Manager at Akamai
Industry Information Technology and Services
Experience
Akamai Technologies April 2015 - Present
Symetra October 2014 - April 2015
Symetra Financial May 2012 - October 2014
Ericsson November 2011 - May 2012
Amazon.com August 2011 - November 2011
Capital One Bank October 2009 - August 2011
Penn State University January 2009 - September 2009
KPMG LLP September 2008 - December 2008
HSBC Software Pvt Ltd August 2005 - July 2007
Skills
Project Management, Tableau, Business Analysis, Integration, Software Development, Cross-functional Team..., Risk Management, Databases, Quality Assurance, Requirements Analysis, SDLC, Systems Analysis, Requirements Gathering, Management, Business Requirements, Agile Methodologies
Education
Stanford University 2013 — 2016
Management Science and Engineering Graduate Certificate
Syracuse University 2007 — 2008
Master of Science
Maharashtra Institute of Technology 2001 — 2005
Engineer
St. Mary's school
St. Mary's school
Akamai Technologies April 2015 - Present
Symetra October 2014 - April 2015
Symetra Financial May 2012 - October 2014
Ericsson November 2011 - May 2012
Amazon.com August 2011 - November 2011
Capital One Bank October 2009 - August 2011
Penn State University January 2009 - September 2009
KPMG LLP September 2008 - December 2008
HSBC Software Pvt Ltd August 2005 - July 2007
Skills
Project Management, Tableau, Business Analysis, Integration, Software Development, Cross-functional Team..., Risk Management, Databases, Quality Assurance, Requirements Analysis, SDLC, Systems Analysis, Requirements Gathering, Management, Business Requirements, Agile Methodologies
Education
Stanford University 2013 — 2016
Management Science and Engineering Graduate Certificate
Syracuse University 2007 — 2008
Master of Science
Maharashtra Institute of Technology 2001 — 2005
Engineer
St. Mary's school
St. Mary's school
Alisha Trotter Alisha Trotter's Symetra Financial Experience June 2008 - June 2010
Job King County
Industry Law Practice
Experience
Community Development & Entrepreneurship Clinic August 2013 - May 2014
Division 1 Court of Appeals September 2013 - December 2013
King County Prosecuting Attorney's Office May 2013 - August 2013
MultiCare Health System January 2013 - May 2013
Parametric Portfolio Associates June 2010 - June 2011
Symetra Financial June 2008 - June 2010
Education
Seattle University School of Law 2011 — 2014
Juris Doctor, Law
University of Washington 2004 — 2008
Bachelor of Arts, Communication
Community Development & Entrepreneurship Clinic August 2013 - May 2014
Division 1 Court of Appeals September 2013 - December 2013
King County Prosecuting Attorney's Office May 2013 - August 2013
MultiCare Health System January 2013 - May 2013
Parametric Portfolio Associates June 2010 - June 2011
Symetra Financial June 2008 - June 2010
Education
Seattle University School of Law 2011 — 2014
Juris Doctor, Law
University of Washington 2004 — 2008
Bachelor of Arts, Communication
John Deter John Deter's Symetra Financial Experience May 2005 - April 2010
Job MBA who is into Agile, Technology and Social Entrepreneurship.
Industry Information Technology and Services
Experience
Evergreen Healthcare December 2012 - Present
UrbanOwl April 2012 - Present
Bel Red Energy Solutions April 2010 - December 2012
Symetra Financial May 2005 - April 2010
Montblanc August 2002 - May 2005
Intel/CDI October 2000 - October 2001
Northwest Contracting January 1991 - January 1998
Skills
Time Management, Project Management, Team Building, Team Leadership, Customer Service, Nonprofits, Microsoft Office, Problem Solving, Coaching, Customer Relations, Process Improvement, Hiring, Compliance, Organizational..., IT Operations, Business Ethics, Start-ups, SQL, Agile Project Management, Microsoft IT, Lean Six Sigma, Social Consulting, Scheduling, Consulting, Qualitative Research, PowerPoint, Excel, Mentoring, Event Planning, Word, Outlook, Writing, Social Media, Inventory Management, New Business Development, Product Development, Event Management, Non-profits, Planning, Supervisory Skills, Social Networking, Sales Management, Social Media Marketing, Entrepreneurship, Social Entrepreneurship, Market Research, Quantitative Research, Environmental Consulting, Financial Reporting, Finance
Education
Northwest University 2011 — 2013
Master of Arts (M.A.), Business Administration with a concentration in Social Entrepreneurship
Northwest University 2007 — 2009
Bachelor of Arts Degree, Business Management
Evergreen Healthcare December 2012 - Present
UrbanOwl April 2012 - Present
Bel Red Energy Solutions April 2010 - December 2012
Symetra Financial May 2005 - April 2010
Montblanc August 2002 - May 2005
Intel/CDI October 2000 - October 2001
Northwest Contracting January 1991 - January 1998
Skills
Time Management, Project Management, Team Building, Team Leadership, Customer Service, Nonprofits, Microsoft Office, Problem Solving, Coaching, Customer Relations, Process Improvement, Hiring, Compliance, Organizational..., IT Operations, Business Ethics, Start-ups, SQL, Agile Project Management, Microsoft IT, Lean Six Sigma, Social Consulting, Scheduling, Consulting, Qualitative Research, PowerPoint, Excel, Mentoring, Event Planning, Word, Outlook, Writing, Social Media, Inventory Management, New Business Development, Product Development, Event Management, Non-profits, Planning, Supervisory Skills, Social Networking, Sales Management, Social Media Marketing, Entrepreneurship, Social Entrepreneurship, Market Research, Quantitative Research, Environmental Consulting, Financial Reporting, Finance
Education
Northwest University 2011 — 2013
Master of Arts (M.A.), Business Administration with a concentration in Social Entrepreneurship
Northwest University 2007 — 2009
Bachelor of Arts Degree, Business Management
Eric W. Blythe, PMP, MCP Eric W. Blythe, PMP, MCP's Symetra Financial Experience May 2005 - March 2006
Job Contract Project Manager at Various Companies
Industry Information Technology and Services
Experience
Various Companies October 2012 - Present
Bellevue Technology Partners, Inc. April 2010 - October 2012
Providence Health & Services January 2008 - June 2009
Weyerhaeuser Company August 1999 - December 2007
Symetra Financial May 2005 - March 2006
World Vision August 2004 - May 2005
AT&T Wireless February 2004 - July 2004
Cotelligent 1996 - 2003
The Boeing Company February 1997 - June 1998
Blythe Nelson 1986 - 1996
Skills
Process Engineering, Integration, Software Development, Business Analysis, SharePoint, Program Management, Change Management, MS Project, Process Improvement, Documentation, PMP, Team Building, PMO, Contract Negotiation, Strategic Planning, Vendor Management, Visio, Requirements Analysis, Software Project..., Customer Relations, Project Planning, Requirements Gathering, Technical Writing, Business Process, Team Management, Application Development, Planning, Problem Solving, Windows, Architecture, Budgeting, IT Strategy, Security, Testing
Education
Old Dominion University 1963 — 1968
BS, Physics, Mathematics
Old Dominion University 1963 — 1967
Bachelor of Science (BS), Physics
Various Companies October 2012 - Present
Bellevue Technology Partners, Inc. April 2010 - October 2012
Providence Health & Services January 2008 - June 2009
Weyerhaeuser Company August 1999 - December 2007
Symetra Financial May 2005 - March 2006
World Vision August 2004 - May 2005
AT&T Wireless February 2004 - July 2004
Cotelligent 1996 - 2003
The Boeing Company February 1997 - June 1998
Blythe Nelson 1986 - 1996
Skills
Process Engineering, Integration, Software Development, Business Analysis, SharePoint, Program Management, Change Management, MS Project, Process Improvement, Documentation, PMP, Team Building, PMO, Contract Negotiation, Strategic Planning, Vendor Management, Visio, Requirements Analysis, Software Project..., Customer Relations, Project Planning, Requirements Gathering, Technical Writing, Business Process, Team Management, Application Development, Planning, Problem Solving, Windows, Architecture, Budgeting, IT Strategy, Security, Testing
Education
Old Dominion University 1963 — 1968
BS, Physics, Mathematics
Old Dominion University 1963 — 1967
Bachelor of Science (BS), Physics
Richard LaVoice Richard LaVoice's Symetra Financial Experience September 2010 - Present
Job EVP of Sales & Distribution at Symetra Financial
Industry Financial Services
Experience
Symetra Financial September 2010 - Present
LaVoice Consulting 2010 - August 2010
MassMutual 2005 - 2009
UBS Wealth Management 2003 - 2005
SunAmerica Retirement Markets, Inc. 2001 - 2002
Bear Stearns 1995 - 2001
Shearson/Smith Barney 1982 - 1995
Skills
Sales Management, Recruiting, Sales, Budgets, Public Speaking, Staff Development, Securities, Financial Services, Financial Advisory, Business Planning, Life Insurance, Strategic Financial..., Fixed Annuities, Strategy, Leadership, Insurance, Start-ups, Salesforce.com, Investments, Sales Operations, Account Management, Marketing, Retirement, Training, Variable Annuities, Program Management, Team Leadership, Estate Planning, Management, Series 7, Negotiation, Series 63, Series 6, Mutual Funds, IRAs
Education
University of Massachusetts, Amherst 1978 — 1982
B.A., Legal Studies
West Springfield High School 1974 — 1977
Symetra Financial September 2010 - Present
LaVoice Consulting 2010 - August 2010
MassMutual 2005 - 2009
UBS Wealth Management 2003 - 2005
SunAmerica Retirement Markets, Inc. 2001 - 2002
Bear Stearns 1995 - 2001
Shearson/Smith Barney 1982 - 1995
Skills
Sales Management, Recruiting, Sales, Budgets, Public Speaking, Staff Development, Securities, Financial Services, Financial Advisory, Business Planning, Life Insurance, Strategic Financial..., Fixed Annuities, Strategy, Leadership, Insurance, Start-ups, Salesforce.com, Investments, Sales Operations, Account Management, Marketing, Retirement, Training, Variable Annuities, Program Management, Team Leadership, Estate Planning, Management, Series 7, Negotiation, Series 63, Series 6, Mutual Funds, IRAs
Education
University of Massachusetts, Amherst 1978 — 1982
B.A., Legal Studies
West Springfield High School 1974 — 1977
Jeff Jennings Jeff Jennings's Symetra Financial Experience February 2012 - April 2013
Job Sr. RMD, Putnam Investments
Industry Financial Services
Experience
Symetra Financial February 2012 - April 2013
Guardian / RS Funds 2009 - 2011
Hartford / Hartford Funds 2001 - 2009
Skills
Financial Advisory, Series 63, Retirement Planning, Mutual Funds, Series 6, Management, Sales, Investments, 401k, Wealth Management, Retirement, Estate Planning, Series 7, Series 26
Education
University of Colorado Boulder 1989 — 1993
BA, International Business
Deerfield
Symetra Financial February 2012 - April 2013
Guardian / RS Funds 2009 - 2011
Hartford / Hartford Funds 2001 - 2009
Skills
Financial Advisory, Series 63, Retirement Planning, Mutual Funds, Series 6, Management, Sales, Investments, 401k, Wealth Management, Retirement, Estate Planning, Series 7, Series 26
Education
University of Colorado Boulder 1989 — 1993
BA, International Business
Deerfield
Cory Purkis Cory Purkis's Symetra Financial Experience December 2011 - Present
Job Sr. Project Manager Business Intelligence at Symetra Financial
Industry Information Technology and Services
Experience
Symetra Financial December 2011 - Present
Vault DataWorks LLC August 2009 - December 2011
Microsoft September 2000 - July 2009
Skills
Business Intelligence, Software Project..., Data Warehousing, Agile Methodologies, Agile Project Management, Analysis, Dashboard, Data Modeling, Databases, Information Technology, Management, Master Data Management, Microsoft SQL Server, PMP, Program Management, Project Management, SDLC, Scrum, SharePoint, Solution Architecture, Enterprise Architecture, Integration, Software Development, Business Process
Education
Simon Fraser University 1987 — 1990
Bachelor of Science, Computing Science
Symetra Financial December 2011 - Present
Vault DataWorks LLC August 2009 - December 2011
Microsoft September 2000 - July 2009
Skills
Business Intelligence, Software Project..., Data Warehousing, Agile Methodologies, Agile Project Management, Analysis, Dashboard, Data Modeling, Databases, Information Technology, Management, Master Data Management, Microsoft SQL Server, PMP, Program Management, Project Management, SDLC, Scrum, SharePoint, Solution Architecture, Enterprise Architecture, Integration, Software Development, Business Process
Education
Simon Fraser University 1987 — 1990
Bachelor of Science, Computing Science
Shirley Newell M.D. Shirley Newell M.D.'s Symetra Financial Experience March 2005 - January 2013
Job Chief Wellness Officer at Aegis Living
Industry Hospital & Health Care
Experience
Aegis Living January 2013 - Present
Symetra Financial March 2005 - January 2013
Primary Care and Geriatrics at University of Washington-Belltown Clinic November 1998 - December 2003
Medalia/Swedish-Providence 1993 - 1998
Skills
Geriatrics, Internal Medicine, Life Insurance, Executive Management, Healthcare Management, Organizational..., Department Budgeting, Educational Leadership, Program Development, Alzheimer's Care, Memory Loss, Senior Services, Senior Communities, ALF, Individual Health..., Permanent Life Insurance
Education
Occidental College
Bachelor of Arts (B.A.), Psychology
The University of New Mexico 1971 — 1973
Master's degree, Biology
The University of New Mexico School of Medicine 1974 — 1978
Doctor of Medicine (MD)
University of Oregon 1978 — 1980
Residency, Internal Medicine
University of Oregon 1982 — 1984
Geriatrics Fellowshiip
Aegis Living January 2013 - Present
Symetra Financial March 2005 - January 2013
Primary Care and Geriatrics at University of Washington-Belltown Clinic November 1998 - December 2003
Medalia/Swedish-Providence 1993 - 1998
Skills
Geriatrics, Internal Medicine, Life Insurance, Executive Management, Healthcare Management, Organizational..., Department Budgeting, Educational Leadership, Program Development, Alzheimer's Care, Memory Loss, Senior Services, Senior Communities, ALF, Individual Health..., Permanent Life Insurance
Education
Occidental College
Bachelor of Arts (B.A.), Psychology
The University of New Mexico 1971 — 1973
Master's degree, Biology
The University of New Mexico School of Medicine 1974 — 1978
Doctor of Medicine (MD)
University of Oregon 1978 — 1980
Residency, Internal Medicine
University of Oregon 1982 — 1984
Geriatrics Fellowshiip
Amy Bodnar Amy Bodnar's Symetra Financial Experience May 2011 - February 2012
Job Dance Instructor at Dance Elite & Music
Industry Performing Arts
Experience
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
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
Travis Egan Travis Egan's Symetra Financial Experience December 2012 - January 2014
Job Investment Management
Industry Financial Services
Experience
Symetra January 2014 - June 2014
Symetra Financial December 2012 - January 2014
Piecora's Pizza 2012 - 2013
Institute for Learning and Brain Sciences September 2011 - June 2012
Zaw Artisan Pizza 2011 - 2011
University of Washington 2011 - 2011
Earl's On The Ave. 2010 - 2011
David's Pizza 2008 - 2010
Tradesmen International, Inc. 2006 - 2008
Columnar Construction 2004 - 2006
Skills
SPSS, Data Entry, Research, Teaching, Time Management, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Teamwork, Psychology, Data Analysis, Microsoft Excel, Customer Service, Process Scheduler, Cpr Certified, Spanish, Social Networking, Outlook, Team Leadership, Leadership
Education
University of Washington 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Spokane Falls Community College 2008 — 2010
Associate of Arts (A.A.), Psychology
Symetra January 2014 - June 2014
Symetra Financial December 2012 - January 2014
Piecora's Pizza 2012 - 2013
Institute for Learning and Brain Sciences September 2011 - June 2012
Zaw Artisan Pizza 2011 - 2011
University of Washington 2011 - 2011
Earl's On The Ave. 2010 - 2011
David's Pizza 2008 - 2010
Tradesmen International, Inc. 2006 - 2008
Columnar Construction 2004 - 2006
Skills
SPSS, Data Entry, Research, Teaching, Time Management, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Teamwork, Psychology, Data Analysis, Microsoft Excel, Customer Service, Process Scheduler, Cpr Certified, Spanish, Social Networking, Outlook, Team Leadership, Leadership
Education
University of Washington 2010 — 2012
Bachelor of Arts (B.A.), Psychology
Spokane Falls Community College 2008 — 2010
Associate of Arts (A.A.), Psychology
Robert Leahy, CEBS, AIF Robert Leahy, CEBS, AIF's Symetra Financial Experience 2007 - 2008
Job Retirement Plan Sales Consultant
Industry Financial Services
Experience
Alliance Benefit Group - Illinois February 2009 - Present
Symetra Financial 2007 - 2008
Nationwide Financial 1993 - 2007
Aetna Life & Casualty August 1990 - April 1993
Skills
401k, Retirement Plan..., Fiduciary Services, Cash Balance, Business Planning, Investment Advisory, Qualified Retirement..., Employee Benefits, Retirement Plan...
Education
University of Toledo MBA
MBA, Finance
Miami University 1977 — 1981
B.S., Business -- Marketing
Alliance Benefit Group - Illinois February 2009 - Present
Symetra Financial 2007 - 2008
Nationwide Financial 1993 - 2007
Aetna Life & Casualty August 1990 - April 1993
Skills
401k, Retirement Plan..., Fiduciary Services, Cash Balance, Business Planning, Investment Advisory, Qualified Retirement..., Employee Benefits, Retirement Plan...
Education
University of Toledo MBA
MBA, Finance
Miami University 1977 — 1981
B.S., Business -- Marketing
Mark J. Ludick, C.I.C.'s Symetra Financial Experience 2003 - 2005
Job Insurance Agency President
Industry Insurance
Experience
AssuredPartners Gulf Coast Insurance Agency April 2014 - Present
Hancock Holding Company-Hancock Insurance Agency March 2013 - April 2014
Risk and Insurance Consultants, Inc. 2011 - 2012
The Hanover Insurance Group 2008 - 2011
Kiely Hines & Associates 2005 - 2008
Symetra Financial 2003 - 2005
Safeco Insurance 1991 - 2003
Skills
•Sales, Coaching, Team Building, Project Management, Sales Management, Licensed Life & Health..., Commercial Insurance, Insurance, Property & Casualty..., Training, Leadership, Management, Underwriting, Marketing, Operations Management, Professional Liability, Human Resources, Commercial Lines, Workers Compensation, Casualty, Umbrella Insurance, Inland Marine, Risk Management, Sales
Education
St. John's University
B.A., Psychology
AssuredPartners Gulf Coast Insurance Agency April 2014 - Present
Hancock Holding Company-Hancock Insurance Agency March 2013 - April 2014
Risk and Insurance Consultants, Inc. 2011 - 2012
The Hanover Insurance Group 2008 - 2011
Kiely Hines & Associates 2005 - 2008
Symetra Financial 2003 - 2005
Safeco Insurance 1991 - 2003
Skills
•Sales, Coaching, Team Building, Project Management, Sales Management, Licensed Life & Health..., Commercial Insurance, Insurance, Property & Casualty..., Training, Leadership, Management, Underwriting, Marketing, Operations Management, Professional Liability, Human Resources, Commercial Lines, Workers Compensation, Casualty, Umbrella Insurance, Inland Marine, Risk Management, Sales
Education
St. John's University
B.A., Psychology
Scott Talley Scott Talley's Symetra Financial Experience February 2011 - December 2011
Job Regional Vice President at AXA Distributors
Industry Financial Services
Experience
AXA Distributors August 2014 - Present
Vertical Capital Markets Group, LLC May 2013 - August 2014
Sammons Retirement Solutions December 2011 - May 2013
Symetra Financial February 2011 - December 2011
ING Individual Retirement August 1999 - February 2011
Wilmington Trust Company August 1997 - August 1999
Delaware Office Equipment January 1995 - August 1997
Skills
FINRA Series 6, Annuities, Mutual Funds, Series 63, Series 65, Insurance, Fixed Annuities, Licensing, Retirement, Variable Annuities, Series 6, Sales Presentations, Life Insurance, Investments, Series 7, Financial Advisory, 401k, Indexed Annuities, Uniform Combined State...
Education
Salisbury University 1989 — 1994
B.S, Business Administration; Marketing
AXA Distributors August 2014 - Present
Vertical Capital Markets Group, LLC May 2013 - August 2014
Sammons Retirement Solutions December 2011 - May 2013
Symetra Financial February 2011 - December 2011
ING Individual Retirement August 1999 - February 2011
Wilmington Trust Company August 1997 - August 1999
Delaware Office Equipment January 1995 - August 1997
Skills
FINRA Series 6, Annuities, Mutual Funds, Series 63, Series 65, Insurance, Fixed Annuities, Licensing, Retirement, Variable Annuities, Series 6, Sales Presentations, Life Insurance, Investments, Series 7, Financial Advisory, 401k, Indexed Annuities, Uniform Combined State...
Education
Salisbury University 1989 — 1994
B.S, Business Administration; Marketing
Ryan Morrissey, MCTS Ryan Morrissey, MCTS's Symetra Financial Experience February 2012 - September 2012
Job Seeking job that combines IT experience with Paralegal Certification
Industry Legal Services
Experience
Paralegal Certification Program October 2013 - June 2014
Symetra Financial February 2012 - September 2012
Washington Dental Service January 2011 - September 2011
Washington State Board for Community and Technical Colleges September 2000 - December 2010
Merrill Lynch April 1999 - July 2000
Bogle & Gates 1990 - 2000
Microsoft August 1989 - June 1990
Skills
Software Documentation, Technical Writing, CSS, Technical Support, SharePoint Designer, Access, Business Intelligence, SharePoint, Databases, Management, Microsoft Office..., Editing, Networking, Training, HTML
Education
University of Washington 2013 — 2014
Paralegal Certification
Oberlin College 1979 — 1981
B.A., English, Spanish
Skills
Paralegal Certification Program October 2013 - June 2014
Symetra Financial February 2012 - September 2012
Washington Dental Service January 2011 - September 2011
Washington State Board for Community and Technical Colleges September 2000 - December 2010
Merrill Lynch April 1999 - July 2000
Bogle & Gates 1990 - 2000
Microsoft August 1989 - June 1990
Skills
Software Documentation, Technical Writing, CSS, Technical Support, SharePoint Designer, Access, Business Intelligence, SharePoint, Databases, Management, Microsoft Office..., Editing, Networking, Training, HTML
Education
University of Washington 2013 — 2014
Paralegal Certification
Oberlin College 1979 — 1981
B.A., English, Spanish
Skills
John Stilley John Stilley's Symetra Financial Experience June 2007 - Present
Job Assistant Actuary at Symetra Financial
Industry Insurance
Experience
Symetra Financial June 2007 - Present
Skills
Actuarial Science, Insurance, Life Insurance, VBA, General Insurance, Risk Management, ALM, Microsoft Excel
Education
Western Washington University 2005 — 2007
Bachelor of Science, Mathematics
Olympic College 2004 — 2005
Associates Degree, Mathematics
Symetra Financial June 2007 - Present
Skills
Actuarial Science, Insurance, Life Insurance, VBA, General Insurance, Risk Management, ALM, Microsoft Excel
Education
Western Washington University 2005 — 2007
Bachelor of Science, Mathematics
Olympic College 2004 — 2005
Associates Degree, Mathematics
Rick Lyons Rick Lyons's Symetra Financial Experience 2011 - 2014
Job Sr. Business Growth Strategy & Sales Executive: Leverage Opportunities | Position in Markets | Accelerate Sales
Industry Insurance
Experience
Symetra Financial 2011 - 2014
Symetra Financial 2004 - 2011
Safeco Life & Investments (purchased by Berkshire Hathaway and White Mountains Insurance) 2000 - 2004
ING Medical Risk Solutions, (purchased by Safeco Life & Investments) 1995 - 2000
ING Medical Risk Solutions 1994 - 1995
ManuLife Financial (Stop Loss business purchased by ING Medical Risk Solutions) 1988 - 1994
Skills
Insurance, Health Insurance, Disability Insurance, Brokers, Employee Benefits, Underwriting, Life Insurance, Reinsurance, Term Life Insurance, Health Savings Accounts, Accident, Workers Compensation, General Insurance, Property & Casualty..., Claim, Fixed Annuities, Leadership, Management, Life and Disability..., Cross-functional..., Performance Optimization, Employee Retention, Pricing, Negotiations,..., Capacity Increase, Business Retention, Brokerage Penetration, Stop Loss Management, Performance Metrics, Sales
Education
University of Illinois at Urbana-Champaign
Economics
Symetra Financial 2011 - 2014
Symetra Financial 2004 - 2011
Safeco Life & Investments (purchased by Berkshire Hathaway and White Mountains Insurance) 2000 - 2004
ING Medical Risk Solutions, (purchased by Safeco Life & Investments) 1995 - 2000
ING Medical Risk Solutions 1994 - 1995
ManuLife Financial (Stop Loss business purchased by ING Medical Risk Solutions) 1988 - 1994
Skills
Insurance, Health Insurance, Disability Insurance, Brokers, Employee Benefits, Underwriting, Life Insurance, Reinsurance, Term Life Insurance, Health Savings Accounts, Accident, Workers Compensation, General Insurance, Property & Casualty..., Claim, Fixed Annuities, Leadership, Management, Life and Disability..., Cross-functional..., Performance Optimization, Employee Retention, Pricing, Negotiations,..., Capacity Increase, Business Retention, Brokerage Penetration, Stop Loss Management, Performance Metrics, Sales
Education
University of Illinois at Urbana-Champaign
Economics
Phillip Ussery, CFP® Phillip Ussery, CFP®'s Symetra Financial Experience June 2010 - July 2012
Job Internal Sales Manager at Symetra
Industry Financial Services
Experience
Symetra July 2012 - Present
Symetra Financial June 2010 - July 2012
Chase Investment Services Corp. June 2009 - May 2010
Banc of America Investments April 2008 - March 2009
Bank of America January 2003 - April 2008
Skills
Series 63, Investments, Mutual Funds, Fixed Annuities, Series 7, Coaching, Life Insurance, Team Leadership, Mentoring, Wealth Management, Retirement, 401k, Retirement Planning, Variable Annuities, Finance, Leadership, Insurance, Indexed Annuities, Sales
Education
The American College
CFP Program
University of Washington
BA, Political Science
Symetra July 2012 - Present
Symetra Financial June 2010 - July 2012
Chase Investment Services Corp. June 2009 - May 2010
Banc of America Investments April 2008 - March 2009
Bank of America January 2003 - April 2008
Skills
Series 63, Investments, Mutual Funds, Fixed Annuities, Series 7, Coaching, Life Insurance, Team Leadership, Mentoring, Wealth Management, Retirement, 401k, Retirement Planning, Variable Annuities, Finance, Leadership, Insurance, Indexed Annuities, Sales
Education
The American College
CFP Program
University of Washington
BA, Political Science
Chelle Chase's Symetra Financial Experience September 2009 - February 2013
Job VP, Relationship Management and Strategic Sales Programs at Symetra Financia
Industry Insurance
Experience
Symetra Financia March 2013 - Present
Symetra Financial September 2009 - February 2013
Washington Mutual February 2005 - March 2006
Genworth Financial 1992 - 2004
Skills
Strategic Planning, Six Sigma, Series 7, Fixed Annuities, Insurance, Product Management, Program Management, Strategy, Management, Sales Management, Life Insurance, 401k, Process Improvement, Risk Management, Leadership, Sales, Mutual Funds, Training, Vendor Management, Series 63, Financial Services
Education
Seattle University 1984 — 1988
Bachelor of Arts, Business Administration - Finance
Symetra Financia March 2013 - Present
Symetra Financial September 2009 - February 2013
Washington Mutual February 2005 - March 2006
Genworth Financial 1992 - 2004
Skills
Strategic Planning, Six Sigma, Series 7, Fixed Annuities, Insurance, Product Management, Program Management, Strategy, Management, Sales Management, Life Insurance, 401k, Process Improvement, Risk Management, Leadership, Sales, Mutual Funds, Training, Vendor Management, Series 63, Financial Services
Education
Seattle University 1984 — 1988
Bachelor of Arts, Business Administration - Finance
Jingxia Ni's Symetra Financial Experience August 2011 - June 2012
Job Senior Finance Manager at Microsoft
Industry Financial Services
Experience
Microsoft July 2014 - Present
Microsoft June 2012 - Present
Symetra Financial August 2011 - June 2012
Morgan Stanley June 2006 - July 2011
Fenimore Asset Management May 2005 - May 2006
Skills
Financial Modeling, Financial Analysis, Analysis, Equity Research, Forecasting, Finance, Budgets, Financial Reporting, Valuation, Variance Analysis, Equities, Strategic Financial..., Management, Financial Planning, Leadership, Business Strategy, Accounting, Investments
Education
State University of New York at Albany
Bachelor, Finance
Microsoft July 2014 - Present
Microsoft June 2012 - Present
Symetra Financial August 2011 - June 2012
Morgan Stanley June 2006 - July 2011
Fenimore Asset Management May 2005 - May 2006
Skills
Financial Modeling, Financial Analysis, Analysis, Equity Research, Forecasting, Finance, Budgets, Financial Reporting, Valuation, Variance Analysis, Equities, Strategic Financial..., Management, Financial Planning, Leadership, Business Strategy, Accounting, Investments
Education
State University of New York at Albany
Bachelor, Finance
Cynthia Rassilyer's Symetra Financial Experience June 2007 - August 2008
Job Advisory Risk Services Manager at EY
Industry Accounting
Experience
EY October 2008 - Present
EY October 2010 - September 2013
EY October 2008 - September 2010
Symetra Financial June 2007 - August 2008
Seattle University January 2005 - June 2007
Skills
Internal Audit, Internal Controls, Project Management, Process Improvement, SOX, Sarbanes-Oxley Act, Compliance, Data Analysis, Risk Management, Risk Assessment, Inventory Management, Auditing, Sarbanes-Oxley, SOX 404, Business Process..., Accounting, COSO, Financial Statements, Financial Analysis
Education
Seattle University 2007 — 2008
Masters, Accounting (MPAC)
Seattle University 2003 — 2007
Bachelors, Accounting
EY October 2008 - Present
EY October 2010 - September 2013
EY October 2008 - September 2010
Symetra Financial June 2007 - August 2008
Seattle University January 2005 - June 2007
Skills
Internal Audit, Internal Controls, Project Management, Process Improvement, SOX, Sarbanes-Oxley Act, Compliance, Data Analysis, Risk Management, Risk Assessment, Inventory Management, Auditing, Sarbanes-Oxley, SOX 404, Business Process..., Accounting, COSO, Financial Statements, Financial Analysis
Education
Seattle University 2007 — 2008
Masters, Accounting (MPAC)
Seattle University 2003 — 2007
Bachelors, Accounting
Eugene W. Fetter, CLU, ChFC, LUTCF Eugene W. Fetter, CLU, ChFC, LUTCF's Symetra Financial Experience February 2010 - December 2010
Job Regional Sales Director at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group August 2013 - Present
American General Life Companies January 2011 - August 2013
Symetra Financial February 2010 - December 2010
Sun Life Financial January 2006 - January 2010
MetLife Investors/General American Life January 2004 - December 2005
MetLife Investors/General American Life January 2003 - December 2003
General American acquired by MetLife January 2000 - December 2002
General American Life Insurance Company January 1997 - December 1999
General American Life Insurance Company July 1993 - December 1996
Northwestern Mutual Life Insurance Company January 1988 - June 1993
Education
University of Pittsburgh 1983 — 1987
Bachelor of Science Business Administration B.S.B.A
St James
Lincoln Financial Group August 2013 - Present
American General Life Companies January 2011 - August 2013
Symetra Financial February 2010 - December 2010
Sun Life Financial January 2006 - January 2010
MetLife Investors/General American Life January 2004 - December 2005
MetLife Investors/General American Life January 2003 - December 2003
General American acquired by MetLife January 2000 - December 2002
General American Life Insurance Company January 1997 - December 1999
General American Life Insurance Company July 1993 - December 1996
Northwestern Mutual Life Insurance Company January 1988 - June 1993
Education
University of Pittsburgh 1983 — 1987
Bachelor of Science Business Administration B.S.B.A
St James
Randy Namin Randy Namin's Symetra Financial Experience June 2006 - February 2009
Job Director of Sales at Castle Rock Innovations
Industry Financial Services
Experience
Castle Rock Innovations October 2012 - Present
ECAC 2008 - 2014
Fiduciary Benchmarks, Inc. April 2009 - August 2012
Symetra Financial June 2006 - February 2009
Infinex Financial Group January 2001 - March 2006
TD Securities 1994 - 1998
Fuji Bank 1989 - 1992
Skills
Series 7, Relationship Management, Project Management, Fixed Annuities, Investments, Series 63, Financial Advisory, Retirement Plan..., Retirement, Securities
Education
Nichols College 1983 — 1987
BSBA, Finance/Economics
MONTVILLE HIGH
Castle Rock Innovations October 2012 - Present
ECAC 2008 - 2014
Fiduciary Benchmarks, Inc. April 2009 - August 2012
Symetra Financial June 2006 - February 2009
Infinex Financial Group January 2001 - March 2006
TD Securities 1994 - 1998
Fuji Bank 1989 - 1992
Skills
Series 7, Relationship Management, Project Management, Fixed Annuities, Investments, Series 63, Financial Advisory, Retirement Plan..., Retirement, Securities
Education
Nichols College 1983 — 1987
BSBA, Finance/Economics
MONTVILLE HIGH
Jesse Saenz Jesse Saenz's Symetra Financial Experience March 2011 - Present
Job Regional Vice President at Symetra Financial
Industry Financial Services
Experience
Symetra Financial March 2011 - Present
American National Insurance February 2010 - March 2011
Ameriprise Financial Services, Inc. June 2006 - January 2010
Allstate Insurance March 2005 - May 2006
Compass Brokerage March 2003 - March 2005
Digital Insurance 2001 - 2001
Van Kampen Investments 1996 - 2001
Education
University of Houston 1992 — 1998
Bachelor of Arts, Public Relations and Advertising
Symetra Financial March 2011 - Present
American National Insurance February 2010 - March 2011
Ameriprise Financial Services, Inc. June 2006 - January 2010
Allstate Insurance March 2005 - May 2006
Compass Brokerage March 2003 - March 2005
Digital Insurance 2001 - 2001
Van Kampen Investments 1996 - 2001
Education
University of Houston 1992 — 1998
Bachelor of Arts, Public Relations and Advertising
Phil Bouvier Phil Bouvier's Symetra Financial Experience July 2011 - Present
Job Vice President, Life Sales and Distribution at Symetra Financial
Industry Financial Services
Experience
Symetra Financial July 2011 - Present
Sun Life Financial June 2005 - July 2011
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
John Hancock Life Insurance Company (U.S.A.) 2001 - 2005
John Hancock Life Insurance Company (U.S.A.) 2000 - 2001
John Hancock Life Insurance Company (U.S.A.) 1995 - 2000
Skills
Fixed Annuities, Insurance, Series 6, Series 63, Long-term Care, Retirement Planning, Relationship Management, Employee Benefits, Sales, Direct Marketing, Estate Planning, Retirement, Mutual Funds, Life Insurance, Series 7, Financial Services, Securities, Wealth Management, Management, Health Insurance
Education
Saint Anselm College 1986 — 1990
BA, History
St. John's High School Shrewsbury 1982 — 1986
Symetra Financial July 2011 - Present
Sun Life Financial June 2005 - July 2011
John Hancock Life Insurance Company (U.S.A.) 2004 - 2005
John Hancock Life Insurance Company (U.S.A.) 2001 - 2005
John Hancock Life Insurance Company (U.S.A.) 2000 - 2001
John Hancock Life Insurance Company (U.S.A.) 1995 - 2000
Skills
Fixed Annuities, Insurance, Series 6, Series 63, Long-term Care, Retirement Planning, Relationship Management, Employee Benefits, Sales, Direct Marketing, Estate Planning, Retirement, Mutual Funds, Life Insurance, Series 7, Financial Services, Securities, Wealth Management, Management, Health Insurance
Education
Saint Anselm College 1986 — 1990
BA, History
St. John's High School Shrewsbury 1982 — 1986
Jeff Shomaker, CLU, FLHC, FLMI Jeff Shomaker, CLU, FLHC, FLMI's Symetra Financial Experience April 2011 - Present
Job Life Division Compliance Manager at Symetra Financial
Industry Financial Services
Experience
Symetra Financial April 2011 - Present
Symetra Financial October 2004 - April 2011
Safeco Life Insurance 2000 - 2004
Farmers New World Life Insurance 1995 - 2000
Farmers New World Life Insurance 1987 - 1995
Skills
Adjudication, Litigation Management, Annuities, Claims, Compliance, Insurance, Research, Risk Assessment, Claims Management, Dispute Resolution, Risk Management, Universal Life, AML, Leading Cross..., Risk Mitigation, Customer Relations, Operations Management, Business Analysis, Microsoft Office, Team Leadership, Project Management, Claim, Cross-functional Team..., Litigation, Customer Service, Fixed Annuities, Employee Benefits, Analysis, Leadership, Life Insurance, Management, Policy, Disability Insurance, Team Building, Liability
Education
The University of Texas at Austin
BBA, Marketing Major
Symetra Financial April 2011 - Present
Symetra Financial October 2004 - April 2011
Safeco Life Insurance 2000 - 2004
Farmers New World Life Insurance 1995 - 2000
Farmers New World Life Insurance 1987 - 1995
Skills
Adjudication, Litigation Management, Annuities, Claims, Compliance, Insurance, Research, Risk Assessment, Claims Management, Dispute Resolution, Risk Management, Universal Life, AML, Leading Cross..., Risk Mitigation, Customer Relations, Operations Management, Business Analysis, Microsoft Office, Team Leadership, Project Management, Claim, Cross-functional Team..., Litigation, Customer Service, Fixed Annuities, Employee Benefits, Analysis, Leadership, Life Insurance, Management, Policy, Disability Insurance, Team Building, Liability
Education
The University of Texas at Austin
BBA, Marketing Major
Edward A. Bondy's Symetra Financial Experience August 2007 - December 2010
Job Vice President of Sales at Peritus Asset Management, LLC
Industry Investment Management
Experience
Peritus Asset Management, LLC August 2013 - Present
Sterling Wealth Management Group November 2010 - August 2013
Symetra Financial August 2007 - December 2010
Rydex Investments January 2002 - October 2006
SAFECO Investments January 1996 - May 2001
Pioneer Investments 1986 - 1995
Skills
Mutual Funds, Alternative Investments, High Yield Bonds, ETFs, Separately Managed..., Wealth Management, Portfolio Management, Tactical Asset..., Retirement Planning, Series 7, Series 65, Series 24, Asset Allocation, Bonds, Hedge Funds, High Net Worth..., Retirement, Options Strategies, Stock Market, Life Insurance, Securities, FINRA, Strategic Financial..., Investment Strategies, Investment Advisory, Fixed Income, Retirement Plan..., Investment Advisory..., Variable Annuities, Asset Management, 401k, Investment Management, Fixed Annuities, Wealth Management..., Equities, IRAs, Structured Products, Estate Planning Concepts
Education
University of San Diego 1976 — 1980
BBA, School of Business
Peritus Asset Management, LLC August 2013 - Present
Sterling Wealth Management Group November 2010 - August 2013
Symetra Financial August 2007 - December 2010
Rydex Investments January 2002 - October 2006
SAFECO Investments January 1996 - May 2001
Pioneer Investments 1986 - 1995
Skills
Mutual Funds, Alternative Investments, High Yield Bonds, ETFs, Separately Managed..., Wealth Management, Portfolio Management, Tactical Asset..., Retirement Planning, Series 7, Series 65, Series 24, Asset Allocation, Bonds, Hedge Funds, High Net Worth..., Retirement, Options Strategies, Stock Market, Life Insurance, Securities, FINRA, Strategic Financial..., Investment Strategies, Investment Advisory, Fixed Income, Retirement Plan..., Investment Advisory..., Variable Annuities, Asset Management, 401k, Investment Management, Fixed Annuities, Wealth Management..., Equities, IRAs, Structured Products, Estate Planning Concepts
Education
University of San Diego 1976 — 1980
BBA, School of Business
Amy Carlson Amy Carlson's Symetra Financial Experience 1996 - 2007
Job Regional Sales Manager at Berkley Accident and Health (a W. R. Berkley Company)
Industry Insurance
Experience
Berkley Accident and Health (a W. R. Berkley Company) January 2014 - Present
Self Insured Institute of America (SIIA) 2011 - Present
Zurich Insurance Company October 2011 - January 2014
Symetra Financial 1996 - 2007
AIG (LEXINGTON) 1994 - 1996
Hofgard & Company / Benefit Plan Administrators 1991 - 1994
Intermountain Benefit Administrators 1987 - 1991
Smith Administrators 1985 - 1987
The Travelers 1983 - 1985
Skills
Brokers, Claim, Insurance, Health Insurance, Employee Benefits, Underwriting, Leadership, Reinsurance, Liability, Life Insurance, Sales, General Insurance, Risk Management, Disability Insurance, Management, Casualty, Term Life Insurance, Claims Management, Managed Care, Benefits Administration, Healthcare, Sales Management, Business Development, Retirement, Medicare, Insurance Brokerage, Casualty Insurance
Education
University of Colorado Boulder 1989 — 1993
University of Utah
Berkley Accident and Health (a W. R. Berkley Company) January 2014 - Present
Self Insured Institute of America (SIIA) 2011 - Present
Zurich Insurance Company October 2011 - January 2014
Symetra Financial 1996 - 2007
AIG (LEXINGTON) 1994 - 1996
Hofgard & Company / Benefit Plan Administrators 1991 - 1994
Intermountain Benefit Administrators 1987 - 1991
Smith Administrators 1985 - 1987
The Travelers 1983 - 1985
Skills
Brokers, Claim, Insurance, Health Insurance, Employee Benefits, Underwriting, Leadership, Reinsurance, Liability, Life Insurance, Sales, General Insurance, Risk Management, Disability Insurance, Management, Casualty, Term Life Insurance, Claims Management, Managed Care, Benefits Administration, Healthcare, Sales Management, Business Development, Retirement, Medicare, Insurance Brokerage, Casualty Insurance
Education
University of Colorado Boulder 1989 — 1993
University of Utah
Chuck Koehler, CLU ChFC AEP Chuck Koehler, CLU ChFC AEP's Symetra Financial Experience August 1996 - March 2007
Job Certified in Personal Finance
Industry Insurance
Experience
Sterling Financial Ideas January 1991 - Present
Sterling Finanical Ideas January 1963 - Present
Sterling Financial Ideas January 1963 - Present
Symetra Financial August 1996 - March 2007
Skills
Series 6, Insurance, Strategic Planning, Team Building, Sales Management, Planning, Project Planning, Negotiation, Management, Risk Management, Property & Casualty..., Vendor Management, Business Analysis, Analysis, Customer Service, Leadership, Disability Insurance, Health Insurance, Life Insurance, Employee Benefits, 401k, Fixed Annuities, Term Life Insurance, Retirement, Long-term Care, Workers Compensation, Brokers, Financial Services, General Insurance, Retirement Planning, Underwriting, Pensions, Claim, Investments, Health Savings Accounts, Mutual Funds, Series 7, Financial Advisory, Strategic Financial..., Small Business, Investment Advisory, Estate Planning, Variable Annuities, Sales
Education
The National Association of Estate Planners & Councils 1980 — 1985
Accredited Estate Planner, Estate Planning, AEP
Northern Illinois University 1958 — 1963
BS, MS, Education
The American College
CLU ChFC, Insurance
Sterling Financial Ideas January 1991 - Present
Sterling Finanical Ideas January 1963 - Present
Sterling Financial Ideas January 1963 - Present
Symetra Financial August 1996 - March 2007
Skills
Series 6, Insurance, Strategic Planning, Team Building, Sales Management, Planning, Project Planning, Negotiation, Management, Risk Management, Property & Casualty..., Vendor Management, Business Analysis, Analysis, Customer Service, Leadership, Disability Insurance, Health Insurance, Life Insurance, Employee Benefits, 401k, Fixed Annuities, Term Life Insurance, Retirement, Long-term Care, Workers Compensation, Brokers, Financial Services, General Insurance, Retirement Planning, Underwriting, Pensions, Claim, Investments, Health Savings Accounts, Mutual Funds, Series 7, Financial Advisory, Strategic Financial..., Small Business, Investment Advisory, Estate Planning, Variable Annuities, Sales
Education
The National Association of Estate Planners & Councils 1980 — 1985
Accredited Estate Planner, Estate Planning, AEP
Northern Illinois University 1958 — 1963
BS, MS, Education
The American College
CLU ChFC, Insurance
John Roeller, CFP®'s Symetra Financial Experience 2001 - 2006
Job LPL Financial Advisor
Industry Financial Services
Experience
LPL Financial 2010 - Present
Opus 111 Group, LLC 2009 - 2010
Sun Life Financial 2006 - 2009
Symetra Financial 2001 - 2006
Skills
Financial Planning, Investments, Financial Services, Retirement Planning, Finance, Securities, Mutual Funds, Series 7, Insurance
Education
University of Minnesota - Carlson School of Management 1998 — 2000
MBA, Marketing and Finance
University of Minnesota-Twin Cities 1986 — 1991
LPL Financial 2010 - Present
Opus 111 Group, LLC 2009 - 2010
Sun Life Financial 2006 - 2009
Symetra Financial 2001 - 2006
Skills
Financial Planning, Investments, Financial Services, Retirement Planning, Finance, Securities, Mutual Funds, Series 7, Insurance
Education
University of Minnesota - Carlson School of Management 1998 — 2000
MBA, Marketing and Finance
University of Minnesota-Twin Cities 1986 — 1991
David Frey David Frey's Symetra Financial Experience February 2011 - Present
Job
Industry Financial Services
Experience
Symetra Financial February 2011 - Present
Northstar Financial Companies, Inc. January 2010 - February 2011
MassMutual Financial Group January 2000 - October 2009
MassMutual FInancial Group April 1999 - December 1999
Hartford Life January 1996 - April 1999
Skills
Leadership, Sales, Customer Service, Finance, Financial Services, Fixed Annuities, Series 63, Series 7, Mutual Funds, Retirement Planning, Retirement, Insurance
Education
University of Connecticut 1988 — 1992
BA, Political Science
Symetra Financial February 2011 - Present
Northstar Financial Companies, Inc. January 2010 - February 2011
MassMutual Financial Group January 2000 - October 2009
MassMutual FInancial Group April 1999 - December 1999
Hartford Life January 1996 - April 1999
Skills
Leadership, Sales, Customer Service, Finance, Financial Services, Fixed Annuities, Series 63, Series 7, Mutual Funds, Retirement Planning, Retirement, Insurance
Education
University of Connecticut 1988 — 1992
BA, Political Science
Tammy Viccari Tammy Viccari's Symetra Financial Experience February 2011 - Present
Job Regional Vice President, GA, E TN at Symetra Financial
Industry Financial Services
Experience
Symetra Financial February 2011 - Present
ING March 2007 - November 2010
Wachovia, A Wells Fargo Company October 1998 - March 2007
Skills
Series 7, Fixed Annuities, Financial Advisory, Health Insurance, New Business Development, Business Development, Certified Retirement..., Financial Services, Selling, Wealth Management, Marketing, Mutual Funds, Investments, Insurance, Sales Operations, Retirement, Wealth, Indexed Annuities, Sales, Retirement Planning, Series 63, Finance, Financial Planning, Asset Allocation
Education
University of North Carolina at Charlotte 1992 — 1997
BA, Communication Studies/Public Rel/English
East Mecklenburg High School 1989 — 1992
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Symetra Financial February 2011 - Present
ING March 2007 - November 2010
Wachovia, A Wells Fargo Company October 1998 - March 2007
Skills
Series 7, Fixed Annuities, Financial Advisory, Health Insurance, New Business Development, Business Development, Certified Retirement..., Financial Services, Selling, Wealth Management, Marketing, Mutual Funds, Investments, Insurance, Sales Operations, Retirement, Wealth, Indexed Annuities, Sales, Retirement Planning, Series 63, Finance, Financial Planning, Asset Allocation
Education
University of North Carolina at Charlotte 1992 — 1997
BA, Communication Studies/Public Rel/English
East Mecklenburg High School 1989 — 1992
College Prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
Richard Rae Richard Rae's Symetra Financial Experience October 2011 - December 2011
Job Digital Content Manager at BDA, Inc.
Industry Marketing and Advertising
Experience
BDA, Inc. September 2014 - Present
SoundTel Inc. March 2013 - Present
Amazon March 2013 - January 2014
Amazon June 2012 - November 2012
Symetra Financial October 2011 - December 2011
Washington Policy Center November 2007 - December 2010
North Seattle Community College February 2001 - November 2007
Skills
Adobe Creative Suite, Social Media, Public Relations, Editing, Media Relations, Facebook, Email Marketing, Advertising, Marketing, InDesign, Marketing Strategy, Creative Direction, Online Marketing, Leadership, Google Analytics, E-commerce
Education
University of Washington 2006 — 2008
MBA, Business
University of Washington 1987 — 1990
BA, English
North Seattle College 1985 — 1987
AA, General
Ballard High School 1980 — 1985
High School Diploma
Vancouver Film School 1997 — 1997
Certificate in Cinematography, Cinematography and Film/Video Production
BDA, Inc. September 2014 - Present
SoundTel Inc. March 2013 - Present
Amazon March 2013 - January 2014
Amazon June 2012 - November 2012
Symetra Financial October 2011 - December 2011
Washington Policy Center November 2007 - December 2010
North Seattle Community College February 2001 - November 2007
Skills
Adobe Creative Suite, Social Media, Public Relations, Editing, Media Relations, Facebook, Email Marketing, Advertising, Marketing, InDesign, Marketing Strategy, Creative Direction, Online Marketing, Leadership, Google Analytics, E-commerce
Education
University of Washington 2006 — 2008
MBA, Business
University of Washington 1987 — 1990
BA, English
North Seattle College 1985 — 1987
AA, General
Ballard High School 1980 — 1985
High School Diploma
Vancouver Film School 1997 — 1997
Certificate in Cinematography, Cinematography and Film/Video Production
Pete Campoli CFP®, CLU Pete Campoli CFP®, CLU's Symetra Financial Experience April 2005 - November 2007
Job Campoli Insurance & Financial Services
Industry Financial Services
Experience
Campoli Insurance Services March 2012 - Present
Royal Neighbors of America October 2008 - March 2012
NAF Funding February 2008 - September 2008
Symetra Financial April 2005 - November 2007
Symetra Financial April 2004 - April 2005
Safeco May 2001 - March 2004
Safeco July 1999 - April 2001
Skills
Fixed Annuities, Insurance, Retirement Planning, Employee Benefits, Life Insurance, Investments, Financial Planners, 401k, Property & Casualty..., Term Life Insurance, Risk Management, Disability Insurance, Retirement, Series 6, Marketing, Team Building, Health Insurance, Small Business, Long-term Care, Universal Life, Series 7, Brokers
Education
State University of New York College at Plattsburgh 1977 — 1979
Bachelor of Science (B.S.), General Sales, Merchandising and Related Marketing Operations
Campoli Insurance Services March 2012 - Present
Royal Neighbors of America October 2008 - March 2012
NAF Funding February 2008 - September 2008
Symetra Financial April 2005 - November 2007
Symetra Financial April 2004 - April 2005
Safeco May 2001 - March 2004
Safeco July 1999 - April 2001
Skills
Fixed Annuities, Insurance, Retirement Planning, Employee Benefits, Life Insurance, Investments, Financial Planners, 401k, Property & Casualty..., Term Life Insurance, Risk Management, Disability Insurance, Retirement, Series 6, Marketing, Team Building, Health Insurance, Small Business, Long-term Care, Universal Life, Series 7, Brokers
Education
State University of New York College at Plattsburgh 1977 — 1979
Bachelor of Science (B.S.), General Sales, Merchandising and Related Marketing Operations
Mellisa Gray Mellisa Gray's Symetra Financial Experience September 2011 - June 2013
Job Infrastructure EPMO and Service Delivery Manager at WilliamsSonoma, Inc.
Industry Information Technology and Services
Experience
Williams-Sonoma, Inc. June 2014 - Present
Williams-Sonoma, Inc. 2013 - June 2014
Symetra Financial September 2011 - June 2013
Analysts International Corporation (AIC) January 2011 - March 2011
Apollo Group December 2009 - January 2011
Apollo Group January 2008 - January 2009
Apollo Group January 2006 - January 2008
Apollo Group January 2005 - January 2006
Apollo Group December 2003 - January 2005
Skills
Project Management, Agile Project Management, Business Analysis, Requirements Analysis, Requirements Gathering, Project Scheduling, Corporate Communications, Production Support, Release Management, HR Consulting, HRIS, HR Software, Process Improvement, Procurement, Payroll, Employee Benefits, Performance Management, Corporate Recruiting, Technical Recruiting, Marketing Communications, Software Documentation, Project Planning, Program Management, Business Process..., Agile Methodologies, Training, SDLC
Education
University of Phoenix 2002 — 2004
Master of Business Administration (MBA), Technology Management
Sonoma State University 1994 — 1999
Bachelor's degree, English
Williams-Sonoma, Inc. June 2014 - Present
Williams-Sonoma, Inc. 2013 - June 2014
Symetra Financial September 2011 - June 2013
Analysts International Corporation (AIC) January 2011 - March 2011
Apollo Group December 2009 - January 2011
Apollo Group January 2008 - January 2009
Apollo Group January 2006 - January 2008
Apollo Group January 2005 - January 2006
Apollo Group December 2003 - January 2005
Skills
Project Management, Agile Project Management, Business Analysis, Requirements Analysis, Requirements Gathering, Project Scheduling, Corporate Communications, Production Support, Release Management, HR Consulting, HRIS, HR Software, Process Improvement, Procurement, Payroll, Employee Benefits, Performance Management, Corporate Recruiting, Technical Recruiting, Marketing Communications, Software Documentation, Project Planning, Program Management, Business Process..., Agile Methodologies, Training, SDLC
Education
University of Phoenix 2002 — 2004
Master of Business Administration (MBA), Technology Management
Sonoma State University 1994 — 1999
Bachelor's degree, English
John B. Murray, III John B. Murray, III's Symetra Financial Experience April 2012 - April 2014
Job Sr. Director, National Accounts, Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life May 2014 - Present
Symetra Financial April 2012 - April 2014
Sun Life Financial January 2006 - March 2012
MFS Investment Management March 2003 - December 2005
MFS Investment Management September 2000 - February 2003
MFS Investment Management September 1997 - August 2000
Skills
Mutual Funds, Series 63, Financial Services, Series 7, Retirement Planning, Retirement, Investments, Fixed Annuities, Management, Series 6
Education
Southern New Hampshire University 1993 — 1997
B.S Business Administration, Business Management
WMHS
Pacific Life May 2014 - Present
Symetra Financial April 2012 - April 2014
Sun Life Financial January 2006 - March 2012
MFS Investment Management March 2003 - December 2005
MFS Investment Management September 2000 - February 2003
MFS Investment Management September 1997 - August 2000
Skills
Mutual Funds, Series 63, Financial Services, Series 7, Retirement Planning, Retirement, Investments, Fixed Annuities, Management, Series 6
Education
Southern New Hampshire University 1993 — 1997
B.S Business Administration, Business Management
WMHS
Dori Testone's Symetra Financial Experience November 2008 - July 2011
Job Account Coordinator at Connexion Insurance Solutions (a subsidiary of Premera Blue Cross)
Industry Insurance
Experience
Connexion Insurance Solutions (formerly Ucentris) September 2013 - Present
Accountemps June 2012 - August 2013
Accountemps March 2012 - May 2012
Symetra Financial November 2008 - July 2011
Symetra Investment Services August 2007 - October 2008
Symetra Investment Services April 2003 - July 2007
Eagle Towing Service 1998 - 2003
GNA Securities (subsidiary of GE Capital) 1993 - 1997
Skills
MS windows, MS Outlook, MS Excel, MS Word, Turbo Tax, BONUS (Broker Dealer..., ReconPlus, TRecs, Lawson, 10 key by touch, Keyboard 60 wpm, General Ledger, Oracle Applications, Outlook
Education
Shoreline Community College 2003 — 2007
Associate, Accounting
Seattle Pacific University 1984 — 1990
Bachelor, Sociology
Connexion Insurance Solutions (formerly Ucentris) September 2013 - Present
Accountemps June 2012 - August 2013
Accountemps March 2012 - May 2012
Symetra Financial November 2008 - July 2011
Symetra Investment Services August 2007 - October 2008
Symetra Investment Services April 2003 - July 2007
Eagle Towing Service 1998 - 2003
GNA Securities (subsidiary of GE Capital) 1993 - 1997
Skills
MS windows, MS Outlook, MS Excel, MS Word, Turbo Tax, BONUS (Broker Dealer..., ReconPlus, TRecs, Lawson, 10 key by touch, Keyboard 60 wpm, General Ledger, Oracle Applications, Outlook
Education
Shoreline Community College 2003 — 2007
Associate, Accounting
Seattle Pacific University 1984 — 1990
Bachelor, Sociology
Terry Mosvold Terry Mosvold's Symetra Financial Experience May 2004 - July 2006
Job Unemployed at the moment
Industry Law Practice
Experience
Lane Powell PC March 2008 - August 2011
PeaceHealth July 2006 - March 2008
Symetra Financial May 2004 - July 2006
Telepress 1998 - 2004
Lexis Law Publishing 1994 - 1998
Education
Minnesota School of Business 2008 — 2012
Bachelor, Paralegal
Lane Powell PC March 2008 - August 2011
PeaceHealth July 2006 - March 2008
Symetra Financial May 2004 - July 2006
Telepress 1998 - 2004
Lexis Law Publishing 1994 - 1998
Education
Minnesota School of Business 2008 — 2012
Bachelor, Paralegal
Phil Winkel's Symetra Financial Experience August 2004 - February 2005
Job Managing Sales Director at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group December 2014 - Present
UBS Financial Services September 2006 - December 2014
Symetra Financial August 2004 - February 2005
Safeco Life & Investments 1987 - 2004
Skills
Mutual Funds, Investments, Fixed Annuities, Wealth Management, Series 7, Marketing, Financial Services, Asset Allocation, Portfolio Management, Securities, Series 63, FINRA, Retirement, Alternative Investments, Asset Management, 401k, Investment Strategies, Retirement Strategies
Education
Seattle University 1989 — 1991
MBA, Finance & Marketing
University of Washington 1980 — 1985
BA, Economics
MetLife Premier Client Group December 2014 - Present
UBS Financial Services September 2006 - December 2014
Symetra Financial August 2004 - February 2005
Safeco Life & Investments 1987 - 2004
Skills
Mutual Funds, Investments, Fixed Annuities, Wealth Management, Series 7, Marketing, Financial Services, Asset Allocation, Portfolio Management, Securities, Series 63, FINRA, Retirement, Alternative Investments, Asset Management, 401k, Investment Strategies, Retirement Strategies
Education
Seattle University 1989 — 1991
MBA, Finance & Marketing
University of Washington 1980 — 1985
BA, Economics
Kyle Dinniene, PMP, CSM's Symetra Financial Experience July 2010 - April 2014
Job Senior Project Manager at Moss Adams LLP
Industry Financial Services
Experience
Moss Adams LLP April 2014 - Present
Symetra Financial July 2010 - April 2014
Holland America Line June 2009 - June 2010
Washington Mutual June 2007 - January 2009
K&L Gates August 2006 - May 2007
Safeco January 2003 - July 2006
Safeco Asset Management March 1998 - November 2002
Safeco Credit Company March 1996 - March 1998
Safeco Mutual Funds September 1992 - March 1996
Skills
Business Process..., Visio, Business Analysis, SDLC, Integration, PMP, Cross-functional Team..., Program Management, SharePoint, Leadership, Management, Project Management, Business Process, Agile Methodologies, Analysis, Strategy, MS Project, Scrum, Risk Management, Software Documentation, Microsoft Project
Education
University of Denver - Daniels College of Business 1988 — 1992
BSBA, Finance / Marketing
Moss Adams LLP April 2014 - Present
Symetra Financial July 2010 - April 2014
Holland America Line June 2009 - June 2010
Washington Mutual June 2007 - January 2009
K&L Gates August 2006 - May 2007
Safeco January 2003 - July 2006
Safeco Asset Management March 1998 - November 2002
Safeco Credit Company March 1996 - March 1998
Safeco Mutual Funds September 1992 - March 1996
Skills
Business Process..., Visio, Business Analysis, SDLC, Integration, PMP, Cross-functional Team..., Program Management, SharePoint, Leadership, Management, Project Management, Business Process, Agile Methodologies, Analysis, Strategy, MS Project, Scrum, Risk Management, Software Documentation, Microsoft Project
Education
University of Denver - Daniels College of Business 1988 — 1992
BSBA, Finance / Marketing
Edward Aizaga Edward Aizaga's Symetra Financial Experience August 2004 - November 2008
Job Technical Consultant at Concur Technologies
Industry Information Technology and Services
Experience
Concur Technologies April 2009 - Present
Symetra Financial August 2004 - November 2008
Safeco August 1999 - August 2004
Hogan Systems March 1994 - April 1999
Washington Mutual 1998 - 1999
Education
State University of New York College at Buffalo 1980 — 1985
B.S., Information Systems Management
Concur Technologies April 2009 - Present
Symetra Financial August 2004 - November 2008
Safeco August 1999 - August 2004
Hogan Systems March 1994 - April 1999
Washington Mutual 1998 - 1999
Education
State University of New York College at Buffalo 1980 — 1985
B.S., Information Systems Management
Lou Mastellone Lou Mastellone's Symetra Financial Experience March 2011 - Present
Job Divisional Sales Manager at Symetra Financial
Industry Financial Services
Experience
Symetra Financial March 2011 - Present
Genworth Financial October 2007 - March 2011
GE Financial Assurance / Genworth Financial, New York October 1998 - October 2007
Chemical Bank December 1996 - September 1998
Bankmark February 1994 - December 1996
National Westminster Bank December 1990 - February 1994
All Industrial Real Estate February 1988 - December 1990
Shearson Lehman Brothers August 1986 - February 1988
Education
New York Institute of Technology 1978 — 1982
BS, Business
Symetra Financial March 2011 - Present
Genworth Financial October 2007 - March 2011
GE Financial Assurance / Genworth Financial, New York October 1998 - October 2007
Chemical Bank December 1996 - September 1998
Bankmark February 1994 - December 1996
National Westminster Bank December 1990 - February 1994
All Industrial Real Estate February 1988 - December 1990
Shearson Lehman Brothers August 1986 - February 1988
Education
New York Institute of Technology 1978 — 1982
BS, Business
Tracy Elbers Tracy Elbers's Symetra Financial Experience June 2000 - Present
Job Regional Group Manager at Symetra Financial
Industry Insurance
Experience
Symetra Financial June 2000 - Present
HCC Life March 1991 - May 2000
Skills
Underwriting, Employee Benefits, Health Insurance, Insurance, Disability Insurance, Brokers, Health Savings Accounts, Term Life Insurance, Accident, Fixed Annuities, Universal Life, Long-term Care, Reinsurance, Dentistry, Life Insurance, Claim
Education
San Diego State University-California State University 1985 — 1990
Bachelor of Science, Business
Symetra Financial June 2000 - Present
HCC Life March 1991 - May 2000
Skills
Underwriting, Employee Benefits, Health Insurance, Insurance, Disability Insurance, Brokers, Health Savings Accounts, Term Life Insurance, Accident, Fixed Annuities, Universal Life, Long-term Care, Reinsurance, Dentistry, Life Insurance, Claim
Education
San Diego State University-California State University 1985 — 1990
Bachelor of Science, Business
Omran Abdurrahman's Symetra Financial Experience January 2011 - August 2014
Job Lead SQL Server DBA
Industry Hospital & Health Care
Experience
Overlake Hospital January 2015 - Present
Overlake Hospital Medical Center August 2014 - Present
Symetra Financial January 2011 - August 2014
Serials Solutions November 2009 - December 2010
Corbis June 2006 - October 2009
Premera Blue Cross January 2001 - May 2006
Microsoft Corporation February 1998 - December 2001
Skills
Microsoft SQL Server, Databases, Disaster Recovery, Database Design, SQL, SSIS, Windows Server, SharePoint, Performance Tuning, SSRS, Active Directory, Business Intelligence, ETL, Troubleshooting, T-SQL, Servers, Cluster, Quality Assurance, Database Administration, Data Warehousing, Replication, Powershell, Integration, ITIL, Data Architecture, MySQL, Oracle, Security, Access, Visio, Data Modeling, Enterprise Architecture, Analysis Services, Analysis, Program Management, Software Development, Testing, ERP, Technical Support, SDLC, Data Migration, IIS, System Deployment, Enterprise Software, Requirements Analysis, Systems Analysis, Software Documentation, Requirements Gathering, SQL Server, Oracle SQL
Education
University of Washington 2014 — 2015
Certificate in Business Intelligence: Building the Data Warehouse, Business Intelligence
The University of Tennessee at Chattanooga 1980 — 1984
Bachelor of Science In Engineering, Mechanical Engineering
Overlake Hospital January 2015 - Present
Overlake Hospital Medical Center August 2014 - Present
Symetra Financial January 2011 - August 2014
Serials Solutions November 2009 - December 2010
Corbis June 2006 - October 2009
Premera Blue Cross January 2001 - May 2006
Microsoft Corporation February 1998 - December 2001
Skills
Microsoft SQL Server, Databases, Disaster Recovery, Database Design, SQL, SSIS, Windows Server, SharePoint, Performance Tuning, SSRS, Active Directory, Business Intelligence, ETL, Troubleshooting, T-SQL, Servers, Cluster, Quality Assurance, Database Administration, Data Warehousing, Replication, Powershell, Integration, ITIL, Data Architecture, MySQL, Oracle, Security, Access, Visio, Data Modeling, Enterprise Architecture, Analysis Services, Analysis, Program Management, Software Development, Testing, ERP, Technical Support, SDLC, Data Migration, IIS, System Deployment, Enterprise Software, Requirements Analysis, Systems Analysis, Software Documentation, Requirements Gathering, SQL Server, Oracle SQL
Education
University of Washington 2014 — 2015
Certificate in Business Intelligence: Building the Data Warehouse, Business Intelligence
The University of Tennessee at Chattanooga 1980 — 1984
Bachelor of Science In Engineering, Mechanical Engineering
Brittney Corlett Brittney Corlett's Symetra Financial Experience June 2009 - September 2009
Job Account Executive at Google
Industry Marketing and Advertising
Experience
Google July 2013 - Present
Google August 2012 - July 2013
GlobalFluency June 2011 - September 2011
Symetra Financial June 2009 - September 2009
Skills
Social Media Marketing, Social Media, Social Networking, Facebook, Salesforce.com, Advertising, Leadership, Strategy, Online Advertising, Marketing Strategy, E-commerce, Strategic Planning, Account Management, Google Adwords, Strategic Partnerships, Sales, Management, Online Marketing, Digital Marketing, Lead Generation, Email Marketing, Market Research, CRM, Cold Calling, B2B, SaaS, Inbound Lead Generation, Press Releases, SEM
Education
Santa Clara University
Biology, Biomedical Science
Google July 2013 - Present
Google August 2012 - July 2013
GlobalFluency June 2011 - September 2011
Symetra Financial June 2009 - September 2009
Skills
Social Media Marketing, Social Media, Social Networking, Facebook, Salesforce.com, Advertising, Leadership, Strategy, Online Advertising, Marketing Strategy, E-commerce, Strategic Planning, Account Management, Google Adwords, Strategic Partnerships, Sales, Management, Online Marketing, Digital Marketing, Lead Generation, Email Marketing, Market Research, CRM, Cold Calling, B2B, SaaS, Inbound Lead Generation, Press Releases, SEM
Education
Santa Clara University
Biology, Biomedical Science
Randy De Leon Randy De Leon's Symetra Financial Experience October 2011 - Present
Job
Industry Information Technology and Services
Experience
Symetra Financial October 2011 - Present
Skills
jQuery, ASP.NET, MVC, SharePoint, C#, HTML 5, CSS3, JavaScript, SASS, AngularJS, KnockoutJS, SPServices, PowerShell, jQuery Mobile, NUnit, Responsive Design, Photoshop, T-SQL, Facebook API, Google Analytics, Software Development, Scrum, Hosting
Education
Renton Technical College 2009 — 2011
Associate's of Applied Science Degree, Computer Science
Symetra Financial October 2011 - Present
Skills
jQuery, ASP.NET, MVC, SharePoint, C#, HTML 5, CSS3, JavaScript, SASS, AngularJS, KnockoutJS, SPServices, PowerShell, jQuery Mobile, NUnit, Responsive Design, Photoshop, T-SQL, Facebook API, Google Analytics, Software Development, Scrum, Hosting
Education
Renton Technical College 2009 — 2011
Associate's of Applied Science Degree, Computer Science
David Virden's Symetra Financial Experience June 2004 - January 2007
Job Copywriter / Content Editor at IlluminAge Communication Partners
Industry Marketing and Advertising
Experience
IlluminAge Communication Partners January 2015 - Present
Emeritus Senior Living November 2012 - January 2015
Weber Marketing Group January 2007 - November 2012
Symetra Financial June 2004 - January 2007
Skills
Copywriting, Marketing Communications, Public Relations, Marketing, Advertising, Brand Development, Social Media Marketing, Project Management, Leadership, Email Marketing, Social Media, Marketing Strategy, Direct Marketing, Media Relations, Strategic Communications, Digital Marketing, Corporate Branding, Publications, Online Marketing, Online Advertising, Press Releases, Creative Direction, Proofreading, Editing, Strategy, Product Naming, Management, Graphic Design, Product Marketing, Company Naming, Event Management, Integrated Marketing, Branding & Identity, Brochures, SEO, Blogging
Education
University of Iowa
BS, Marketing
IlluminAge Communication Partners January 2015 - Present
Emeritus Senior Living November 2012 - January 2015
Weber Marketing Group January 2007 - November 2012
Symetra Financial June 2004 - January 2007
Skills
Copywriting, Marketing Communications, Public Relations, Marketing, Advertising, Brand Development, Social Media Marketing, Project Management, Leadership, Email Marketing, Social Media, Marketing Strategy, Direct Marketing, Media Relations, Strategic Communications, Digital Marketing, Corporate Branding, Publications, Online Marketing, Online Advertising, Press Releases, Creative Direction, Proofreading, Editing, Strategy, Product Naming, Management, Graphic Design, Product Marketing, Company Naming, Event Management, Integrated Marketing, Branding & Identity, Brochures, SEO, Blogging
Education
University of Iowa
BS, Marketing
Peter Cleveland Peter Cleveland's Symetra Financial Experience June 2011 - February 2014
Job Senior Systems Manager at PEMCO
Industry Information Technology and Services
Experience
PEMCO February 2014 - Present
Symetra Financial June 2011 - February 2014
Quadrant Homes April 2005 - April 2011
Weyerhaeuser June 2002 - April 2005
Weyerhaeuser February 2001 - June 2002
Cleveland Consulting Group January 1998 - February 2001
Service Industry February 1990 - April 1997
Skills
Project Planning, Infrastructure, Vendor Management, Process Improvement, Cross-functional Team..., SharePoint, SDLC, Leadership, ITIL, Business Analysis, Project Management, ERP, Team Leadership, Metrics, Operations Management, Management, Software Development, Budgets, Strategy, Change Management, Integration, CRM, IT Management, Team Management, E-commerce
Education
Thompson Rivers University 1996 — 1998
CSOM, Computers
The University of British Columbia 1990 — 1994
Bachelor of Science (BS), Biology, General
PEMCO February 2014 - Present
Symetra Financial June 2011 - February 2014
Quadrant Homes April 2005 - April 2011
Weyerhaeuser June 2002 - April 2005
Weyerhaeuser February 2001 - June 2002
Cleveland Consulting Group January 1998 - February 2001
Service Industry February 1990 - April 1997
Skills
Project Planning, Infrastructure, Vendor Management, Process Improvement, Cross-functional Team..., SharePoint, SDLC, Leadership, ITIL, Business Analysis, Project Management, ERP, Team Leadership, Metrics, Operations Management, Management, Software Development, Budgets, Strategy, Change Management, Integration, CRM, IT Management, Team Management, E-commerce
Education
Thompson Rivers University 1996 — 1998
CSOM, Computers
The University of British Columbia 1990 — 1994
Bachelor of Science (BS), Biology, General
Melissa Hardman Melissa Hardman's Symetra Financial Experience July 2006 - January 2007
Job Senior Consultant at Lenati
Industry Management Consulting
Experience
Lenati LLC March 2012 - Present
EducationDynamics February 2011 - March 2012
EducationDynamics February 2009 - February 2011
Willis January 2007 - February 2009
Symetra Financial July 2006 - January 2007
Skills
Online Marketing, Client/Vendor Relations, Account Management, Negotiation, Customer Service, Product Development, Insurance, Marketing planning, Marketing, Lead Generation, PPC, Strategy, Marketing Strategy
Education
Lake Oswego High School 1998 — 2002
Santa Clara University 2002 — 2006
Bachelor of Science, Commerce; Finance
Lenati LLC March 2012 - Present
EducationDynamics February 2011 - March 2012
EducationDynamics February 2009 - February 2011
Willis January 2007 - February 2009
Symetra Financial July 2006 - January 2007
Skills
Online Marketing, Client/Vendor Relations, Account Management, Negotiation, Customer Service, Product Development, Insurance, Marketing planning, Marketing, Lead Generation, PPC, Strategy, Marketing Strategy
Education
Lake Oswego High School 1998 — 2002
Santa Clara University 2002 — 2006
Bachelor of Science, Commerce; Finance
Edward Van Hoorebeke's Symetra Financial Experience 2005 - 2006
Job SVP National Sales Manager at Midwood Financial
Industry Financial Services
Experience
Midwood Financial 2006 - Present
Midwood Financial Services, Inc. 2006 - Present
Symetra Financial 2005 - 2006
MetLife 2001 - 2005
PLANCO 1988 - 1991
Skills
Fixed Annuities, Retirement Planning, Sales, Investments, Series 7, Series 63, Mutual Funds, Retirement, Wealth Management, Variable Annuities, Insurance, Life Insurance, 401k, Series 24, Series 65, Financial Advisory, Asset Allocation, IRAs
Education
Penn State University 1981 — 1985
Bachelor's Degree, Computer Science
Midwood Financial 2006 - Present
Midwood Financial Services, Inc. 2006 - Present
Symetra Financial 2005 - 2006
MetLife 2001 - 2005
PLANCO 1988 - 1991
Skills
Fixed Annuities, Retirement Planning, Sales, Investments, Series 7, Series 63, Mutual Funds, Retirement, Wealth Management, Variable Annuities, Insurance, Life Insurance, 401k, Series 24, Series 65, Financial Advisory, Asset Allocation, IRAs
Education
Penn State University 1981 — 1985
Bachelor's Degree, Computer Science
Anne Tiura Anne Tiura's Symetra Financial Experience December 2010 - Present
Job Mortgage Loans Counsel at Symetra Financial
Industry Real Estate
Experience
Symetra Financial December 2010 - Present
Routh Crabtree Olsen - RCOLegal August 2010 - November 2010
Schwabe Williamson & Wyatt June 2007 - April 2010
Heller Ehrman May 2001 - May 2007
Foster Pepper PLLC January 1997 - May 2001
Smith Smart Hancock Tabler & Schwensen 1987 - 1996
Roberts & Shefelman 1982 - 1984
Skills
Real Estate, Loan Origination, Commercial Real Estate, Investment Properties, Legal Research, Litigation, Mortgage Lending, Corporate Law, Real Estate Transactions, Intellectual Property, Courts, Legal Writing
Education
University of Michigan 1979 — 1982
JD
Sewanee-The University of the South 1973 — 1977
BA, Economics
Symetra Financial December 2010 - Present
Routh Crabtree Olsen - RCOLegal August 2010 - November 2010
Schwabe Williamson & Wyatt June 2007 - April 2010
Heller Ehrman May 2001 - May 2007
Foster Pepper PLLC January 1997 - May 2001
Smith Smart Hancock Tabler & Schwensen 1987 - 1996
Roberts & Shefelman 1982 - 1984
Skills
Real Estate, Loan Origination, Commercial Real Estate, Investment Properties, Legal Research, Litigation, Mortgage Lending, Corporate Law, Real Estate Transactions, Intellectual Property, Courts, Legal Writing
Education
University of Michigan 1979 — 1982
JD
Sewanee-The University of the South 1973 — 1977
BA, Economics
Shay Frederickson Shay Frederickson's Symetra Financial Experience February 2009 - December 2011
Job Office Practice Manager at Thrivent Financial for Lutherans
Industry Marketing and Advertising
Experience
Thrivent Financial for Lutherans August 2012 - Present
Symetra Financial February 2009 - December 2011
Symetra Financial January 2004 - October 2009
Safeco Insurance June 2003 - August 2005
Safeco Insurance January 2002 - February 2003
Safeco Insurance January 2000 - January 2002
Safeco Insurance January 1999 - January 2000
Safeco Insurance January 1998 - January 1999
Safeco Insurance January 1997 - January 1998
Seattle Pacific University January 1995 - January 1996
Skills
Marketing & Sales..., Program/Project..., Product Marketing, Sales Support, Branding, Operations/Metrics, Relationship Management, Launch Coordination, Marketing Collateral, Collaboration, Web Content Management, Website Copy, PowerPoint, Word, Excel, Access, SharePoint, Product Development, Writing, Corporate Communications, Product Management, Budget Management, Press Releases, Vendor Management, Competitive Analysis, Strategic Planning, Marketing Communications, Customer Service, Insurance, B2B, Budgeting, Team Leadership, New Business Development, Public Speaking, Market Research, Salesforce.com, Mentoring, Event Planning, Content Management, Copywriting, Online Marketing, Account Management, Business Strategy, Email Marketing, Marketing Management, Social Media, Event Management, Coaching, Promotions, B2C
Education
Seattle Pacific University 1994 — 1996
English
King's High School 1990 — 1994
Diploma
Thrivent Financial for Lutherans August 2012 - Present
Symetra Financial February 2009 - December 2011
Symetra Financial January 2004 - October 2009
Safeco Insurance June 2003 - August 2005
Safeco Insurance January 2002 - February 2003
Safeco Insurance January 2000 - January 2002
Safeco Insurance January 1999 - January 2000
Safeco Insurance January 1998 - January 1999
Safeco Insurance January 1997 - January 1998
Seattle Pacific University January 1995 - January 1996
Skills
Marketing & Sales..., Program/Project..., Product Marketing, Sales Support, Branding, Operations/Metrics, Relationship Management, Launch Coordination, Marketing Collateral, Collaboration, Web Content Management, Website Copy, PowerPoint, Word, Excel, Access, SharePoint, Product Development, Writing, Corporate Communications, Product Management, Budget Management, Press Releases, Vendor Management, Competitive Analysis, Strategic Planning, Marketing Communications, Customer Service, Insurance, B2B, Budgeting, Team Leadership, New Business Development, Public Speaking, Market Research, Salesforce.com, Mentoring, Event Planning, Content Management, Copywriting, Online Marketing, Account Management, Business Strategy, Email Marketing, Marketing Management, Social Media, Event Management, Coaching, Promotions, B2C
Education
Seattle Pacific University 1994 — 1996
English
King's High School 1990 — 1994
Diploma
Helen Byrd Helen Byrd's Symetra Financial Experience 2006 - 2011
Job
Industry Biotechnology
Experience
Emergent BioSolutions February 2014 - Present
Boeing August 2011 - February 2014
Symetra Financial 2006 - 2011
Boeing 2005 - 2006
Honeywell 2000 - 2005
Education
University of Maryland College Park
BS, Accounting
University of West Florida - College of Business
MBA, Finance
Emergent BioSolutions February 2014 - Present
Boeing August 2011 - February 2014
Symetra Financial 2006 - 2011
Boeing 2005 - 2006
Honeywell 2000 - 2005
Education
University of Maryland College Park
BS, Accounting
University of West Florida - College of Business
MBA, Finance
Michele Kemper Michele Kemper's Symetra Financial Experience May 1989 - August 2011
Job Communications at Tiny Footprints Children's Hospital Guild
Industry Hospital & Health Care
Experience
Tiny Footprints - Children's Hospital Guild January 2011 - Present
Author 2009 - Present
Swedish Medical Center March 2012 - January 2013
Symetra Financial May 1989 - August 2011
Safeco Life Insurance Company December 1975 - May 1989
Good Samaritan Hospital January 1974 - December 1975
Skills
Health Insurance, Fixed Annuities, Nonprofits, Research, Fundraising, Policy, HIPAA, Executive Management, Non-profits, Leadership Development, Claim, Compliance, Employee Training, Litigation Management, Staff Development, Hospitals, Risk Management, Leadership, Employee Benefits, Healthcare, Mutual Funds
Education
University of Washington 1991 — 1992
EMBA, Business
Fellow Life Management Institute 1982 — 1985
FLMI, Insurance
Pacific Lutheran University 1973 — 1974
BA, Social Services, Business
San Jose State University 1970 — 1973
Nursing
M.A. Peterson 1969 — 1970
HS Diploma
Tiny Footprints - Children's Hospital Guild January 2011 - Present
Author 2009 - Present
Swedish Medical Center March 2012 - January 2013
Symetra Financial May 1989 - August 2011
Safeco Life Insurance Company December 1975 - May 1989
Good Samaritan Hospital January 1974 - December 1975
Skills
Health Insurance, Fixed Annuities, Nonprofits, Research, Fundraising, Policy, HIPAA, Executive Management, Non-profits, Leadership Development, Claim, Compliance, Employee Training, Litigation Management, Staff Development, Hospitals, Risk Management, Leadership, Employee Benefits, Healthcare, Mutual Funds
Education
University of Washington 1991 — 1992
EMBA, Business
Fellow Life Management Institute 1982 — 1985
FLMI, Insurance
Pacific Lutheran University 1973 — 1974
BA, Social Services, Business
San Jose State University 1970 — 1973
Nursing
M.A. Peterson 1969 — 1970
HS Diploma
David Hamill David Hamill's Symetra Financial Experience April 2008 - October 2009
Job President of Life Sales Aptus Marketing
Industry Financial Services
Experience
Aptus Marketing January 2013 - Present
AIM Systems, Inc. August 2009 - November 2012
Symetra Financial April 2008 - October 2009
Dempsey Companies March 2006 - February 2008
Nationwide Insurance January 1999 - May 2006
Skills
Estate Planning, Fixed Annuities, Mutual Funds, Series 6, Insurance, Financial Services, Life Insurance, Term Life Insurance, Wealth, Retirement Planning, Long-term Care, Disability Insurance, Retirement
Education
The Ohio State University 1999 — 2004
Aptus Marketing January 2013 - Present
AIM Systems, Inc. August 2009 - November 2012
Symetra Financial April 2008 - October 2009
Dempsey Companies March 2006 - February 2008
Nationwide Insurance January 1999 - May 2006
Skills
Estate Planning, Fixed Annuities, Mutual Funds, Series 6, Insurance, Financial Services, Life Insurance, Term Life Insurance, Wealth, Retirement Planning, Long-term Care, Disability Insurance, Retirement
Education
The Ohio State University 1999 — 2004
Budy Djunaedi, MBA, CRPC® Budy Djunaedi, MBA, CRPC®'s Symetra Financial Experience 2001 - March 2006
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors, LLC January 2015 - Present
Grand Edge Financial LLC 2013 - 2014
Merrill Lynch 2010 - 2012
ICS PTSA 2008 - 2010
Merrill Lynch March 2006 - December 2008
.Net Developers Association 2006 - 2008
Symetra Financial 2001 - March 2006
ICS PTSA 2003 - 2005
Safeco December 1999 - 2001
NBBJ 1993 - December 1999
Education
The University of Texas at Arlington
MBA
University of Michigan
MS, Civil/Structural Engineering
University of California, Berkeley
BA, Architecure
Wells Fargo Advisors, LLC January 2015 - Present
Grand Edge Financial LLC 2013 - 2014
Merrill Lynch 2010 - 2012
ICS PTSA 2008 - 2010
Merrill Lynch March 2006 - December 2008
.Net Developers Association 2006 - 2008
Symetra Financial 2001 - March 2006
ICS PTSA 2003 - 2005
Safeco December 1999 - 2001
NBBJ 1993 - December 1999
Education
The University of Texas at Arlington
MBA
University of Michigan
MS, Civil/Structural Engineering
University of California, Berkeley
BA, Architecure
Tom Cantillon Tom Cantillon's Symetra Financial Experience 1997 - 2005
Job Managing Director Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab February 2012 - Present
Schwab Advisor Services September 2005 - January 2012
Symetra Financial 1997 - 2005
Charles Schwab & Co 1991 - 1996
Morgan Stanley Smith Barney 1988 - 1991
Skills
Strategy, New Business Development, Investments, Sales Operations, Relationship Management, Series 63, Mutual Funds, Series 7, Wealth Management, Series 24, Alternative Investments, Financial Services, Securities, Investment Advisory, Business Development
Education
Saint Peter's University
Bachelor of Science (B.S.), Accounting and Business/Management
Charles Schwab February 2012 - Present
Schwab Advisor Services September 2005 - January 2012
Symetra Financial 1997 - 2005
Charles Schwab & Co 1991 - 1996
Morgan Stanley Smith Barney 1988 - 1991
Skills
Strategy, New Business Development, Investments, Sales Operations, Relationship Management, Series 63, Mutual Funds, Series 7, Wealth Management, Series 24, Alternative Investments, Financial Services, Securities, Investment Advisory, Business Development
Education
Saint Peter's University
Bachelor of Science (B.S.), Accounting and Business/Management
Nadia Marquardson Nadia Marquardson's Symetra Financial Experience 2005 - 2011
Job Web Designer
Industry Graphic Design
Experience
Blinkx September 2012 - November 2012
Microsoft January 2012 - July 2012
Zooppa October 2011 - January 2012
Symetra Financial 2005 - 2011
Skills
Web Design, Graphic Design, User Interface Design, User Experience, Usability, Adobe Creative Suite, HTML, CSS, Digital Marketing, Online Advertising, Copywriting
Education
Bellevue College
Certificate, Web Design
Shoreline Community College
Associate of Arts (AA), Digital Interactive Media
Blinkx September 2012 - November 2012
Microsoft January 2012 - July 2012
Zooppa October 2011 - January 2012
Symetra Financial 2005 - 2011
Skills
Web Design, Graphic Design, User Interface Design, User Experience, Usability, Adobe Creative Suite, HTML, CSS, Digital Marketing, Online Advertising, Copywriting
Education
Bellevue College
Certificate, Web Design
Shoreline Community College
Associate of Arts (AA), Digital Interactive Media
David Frawley David Frawley's Symetra Financial Experience August 2011 - February 2013
Job Regional Manager at Berkley Accident & Health, LLC
Industry Insurance
Experience
Berkley Accident & Health, LLC February 2013 - Present
Symetra Financial August 2011 - February 2013
R.E. Moulton August 2000 - October 2011
Tucker and Clark January 1995 - January 2000
Education
Tufts University 1985 — 1989
Political Science
Berkley Accident & Health, LLC February 2013 - Present
Symetra Financial August 2011 - February 2013
R.E. Moulton August 2000 - October 2011
Tucker and Clark January 1995 - January 2000
Education
Tufts University 1985 — 1989
Political Science
Sara Gorsuch's Symetra Financial Experience July 2003 - December 2012
Job Systems Analyst, Sr. at Symetra Financial
Industry Financial Services
Experience
Symetra January 2013 - Present
Symetra Financial July 2003 - December 2012
Prudential Financial 1994 - 2002
Skills
Business Analysis, SQL, Microsoft SQL Server, Cognos, Process Improvement, Data Analysis, SharePoint, SDLC, Financial Reporting, Project Management, Quality Assurance, Software Quality..., Green Belt, Requirements Gathering, Requirements Analysis, Business Intelligence, Agile Methodologies, Software Documentation, Business Requirements
Education
William Mitchell College of Law 1996 — 2001
Doctor of Law (JD)
University of Minnesota-Duluth 1992 — 1995
Bachelor's degree, Accounting and Computer Science
Symetra January 2013 - Present
Symetra Financial July 2003 - December 2012
Prudential Financial 1994 - 2002
Skills
Business Analysis, SQL, Microsoft SQL Server, Cognos, Process Improvement, Data Analysis, SharePoint, SDLC, Financial Reporting, Project Management, Quality Assurance, Software Quality..., Green Belt, Requirements Gathering, Requirements Analysis, Business Intelligence, Agile Methodologies, Software Documentation, Business Requirements
Education
William Mitchell College of Law 1996 — 2001
Doctor of Law (JD)
University of Minnesota-Duluth 1992 — 1995
Bachelor's degree, Accounting and Computer Science
Greg Reevosh's Symetra Financial Experience February 2010 - December 2011
Job Systems Engineer Lead at Starbucks
Industry Information Technology and Services
Experience
Starbucks December 2011 - Present
Symetra Financial February 2010 - December 2011
JP Morgan Chase October 2008 - December 2009
Washington Mutual Bank (JPMorgan Chase) August 2001 - October 2008
SolutionsIQ January 2001 - August 2001
Honeywell Aerospace June 2000 - January 2001
Ohio Department of Education August 1999 - June 2000
Skills
Active Directory, Virtual Directory, F5 BigIP, Secure Authentication, Security, C#, Enterprise Software, VBScript, ASP.NET, Virtualization, Enterprise Architecture, Integration, Testing, SQL, VB.NET, Identity Management, IIS, SDLC, LDAP, T-SQL, PL/SQL, Program Management, System Deployment, SharePoint, FIM 2010 (ILM, MIIS), OIF/OAM, Access Management, AD LDS, AD RMS, ADFS, PKI, IPSec, Powershell, JavaScript, JScript, jQuery, WCF, ASP.NET AJAX, ASP.NET MVC, XML/XSL/XSLT, windows server 2000,..., ADFS 2.0, Multi-factor..., RBAC, oAuth, SAML 2.0, WS-*, Certificate Management, Authentication, VMware
Education
The Ohio State University 1996 — 2000
BSBA, Management Information Systems With Magna Cum Laude
Starbucks December 2011 - Present
Symetra Financial February 2010 - December 2011
JP Morgan Chase October 2008 - December 2009
Washington Mutual Bank (JPMorgan Chase) August 2001 - October 2008
SolutionsIQ January 2001 - August 2001
Honeywell Aerospace June 2000 - January 2001
Ohio Department of Education August 1999 - June 2000
Skills
Active Directory, Virtual Directory, F5 BigIP, Secure Authentication, Security, C#, Enterprise Software, VBScript, ASP.NET, Virtualization, Enterprise Architecture, Integration, Testing, SQL, VB.NET, Identity Management, IIS, SDLC, LDAP, T-SQL, PL/SQL, Program Management, System Deployment, SharePoint, FIM 2010 (ILM, MIIS), OIF/OAM, Access Management, AD LDS, AD RMS, ADFS, PKI, IPSec, Powershell, JavaScript, JScript, jQuery, WCF, ASP.NET AJAX, ASP.NET MVC, XML/XSL/XSLT, windows server 2000,..., ADFS 2.0, Multi-factor..., RBAC, oAuth, SAML 2.0, WS-*, Certificate Management, Authentication, VMware
Education
The Ohio State University 1996 — 2000
BSBA, Management Information Systems With Magna Cum Laude
Galyn Wentz's Symetra Financial Experience November 2014 - Present
Job
Industry Financial Services
Experience
Symetra Financial November 2014 - Present
Symetra Financial November 2009 - October 2014
Symetra Financial June 2006 - November 2009
DMS Health Technologies November 1996 - June 2006
Skills
T-SQL, Great Plains Software, SSRS, SharePoint, Business Analysis, Process Improvement
Education
North Dakota State University 1993 — 1997
Symetra Financial November 2014 - Present
Symetra Financial November 2009 - October 2014
Symetra Financial June 2006 - November 2009
DMS Health Technologies November 1996 - June 2006
Skills
T-SQL, Great Plains Software, SSRS, SharePoint, Business Analysis, Process Improvement
Education
North Dakota State University 1993 — 1997
Gina Montanez's Symetra Financial Experience August 2005 - January 2007
Job Sr. Web Product Manager at TMobile USA
Industry Internet
Experience
T-Mobile USA January 2009 - Present
T-Mobile USA November 2010 - October 2011
T-Mobile USA February 2007 - January 2009
Symetra Financial August 2005 - January 2007
Symetra Financial December 2003 - August 2005
Safeco Insurance 2001 - 2003
Safeco Insurance 1996 - 2001
Space Labs Medical 1993 - 1996
Skills
Project Management, Business Analysis, Interactive Marketing, Brand Management, New Media, Product Management, Web Analytics, E-commerce, Product Marketing, Content Management, Analytics, Vendor Management, User Experience, Digital Marketing, Mobile Devices, Leadership, Web Marketing, Management, Web Marketing Strategy, Integrated Marketing, Digital Strategy, Strategic Partnerships, Marketing, Cross-functional Team..., Online Advertising, Strategy, Creative Direction, Social Media, Facebook, Mobile Marketing, B2B, Online Marketing, Blogging, Internal Communications, SEM, Email Marketing, Multi-channel Marketing, Google Analytics, SEO, Web Content Management, Content Strategy, Omniture, Usability, Web Project Management, Lead Generation, PPC
Education
The University of Kansas 1987 — 1991
Bachelor of Science
T-Mobile USA January 2009 - Present
T-Mobile USA November 2010 - October 2011
T-Mobile USA February 2007 - January 2009
Symetra Financial August 2005 - January 2007
Symetra Financial December 2003 - August 2005
Safeco Insurance 2001 - 2003
Safeco Insurance 1996 - 2001
Space Labs Medical 1993 - 1996
Skills
Project Management, Business Analysis, Interactive Marketing, Brand Management, New Media, Product Management, Web Analytics, E-commerce, Product Marketing, Content Management, Analytics, Vendor Management, User Experience, Digital Marketing, Mobile Devices, Leadership, Web Marketing, Management, Web Marketing Strategy, Integrated Marketing, Digital Strategy, Strategic Partnerships, Marketing, Cross-functional Team..., Online Advertising, Strategy, Creative Direction, Social Media, Facebook, Mobile Marketing, B2B, Online Marketing, Blogging, Internal Communications, SEM, Email Marketing, Multi-channel Marketing, Google Analytics, SEO, Web Content Management, Content Strategy, Omniture, Usability, Web Project Management, Lead Generation, PPC
Education
The University of Kansas 1987 — 1991
Bachelor of Science
Harman Brar's Symetra Financial Experience August 2010 - October 2010
Job Director at Decision Streams Inc.
Industry Information Technology and Services
Experience
Decision Streams Inc April 2009 - Present
ICBC October 2010 - January 2012
Symetra Financial August 2010 - October 2010
British Columbia Lottery Corporation May 2010 - September 2010
ERCB (Ministry of Energy) Alberta October 2009 - March 2010
AirG January 2009 - January 2010
ICBC 2010 - 2010
CMBC January 2008 - November 2009
AMC Theatres June 2008 - February 2009
Fujitsu Consulting September 2005 - January 2009
Skills
Data Management, Master Data Management, Data Modeling, Balanced Scorecard, Performance Management, Business Analysis, Business Relationship..., Agile Methodologies, CRM, Data Warehousing, ITIL, Strategy, Business Intelligence, SDLC, Requirements Analysis, Information Architecture, Data Integration, Informatica, Project Management, Business Objects, Oracle, Software Development, Scrum, Cognos, Requirements Gathering, Databases, Microsoft SQL Server, Microsoft BI Suite, Client Development, Data Governance, OBIEE, Project Planning, Customer Service, Integration
Education
DYPCET
University of Mumbai
other
Technical Certification
Decision Streams Inc April 2009 - Present
ICBC October 2010 - January 2012
Symetra Financial August 2010 - October 2010
British Columbia Lottery Corporation May 2010 - September 2010
ERCB (Ministry of Energy) Alberta October 2009 - March 2010
AirG January 2009 - January 2010
ICBC 2010 - 2010
CMBC January 2008 - November 2009
AMC Theatres June 2008 - February 2009
Fujitsu Consulting September 2005 - January 2009
Skills
Data Management, Master Data Management, Data Modeling, Balanced Scorecard, Performance Management, Business Analysis, Business Relationship..., Agile Methodologies, CRM, Data Warehousing, ITIL, Strategy, Business Intelligence, SDLC, Requirements Analysis, Information Architecture, Data Integration, Informatica, Project Management, Business Objects, Oracle, Software Development, Scrum, Cognos, Requirements Gathering, Databases, Microsoft SQL Server, Microsoft BI Suite, Client Development, Data Governance, OBIEE, Project Planning, Customer Service, Integration
Education
DYPCET
University of Mumbai
other
Technical Certification
Nancy Green (Dilloo)'s Symetra Financial Experience 2004 - Present
Job Director/AVP at Symetra Financial
Industry Financial Services
Experience
Symetra Financial 2004 - Present
Safeco 1990 - 2004
Lee Enterprises 1983 - 1988
Skills
Insurance, Underwriting, Claim, Call Centers, Process Improvement, Leadership, Customer Service, Strategic Planning, Liability, Facilities Management, Vendor Management, Life Insurance, General Insurance, Property & Casualty..., Health Insurance, Management, Employee Benefits, Analysis, Claims Management, Brokers, Team Building, Risk Management, Business Analysis, Fixed Annuities
Education
Northern State University 1974 — 1978
Huron High School
Symetra Financial 2004 - Present
Safeco 1990 - 2004
Lee Enterprises 1983 - 1988
Skills
Insurance, Underwriting, Claim, Call Centers, Process Improvement, Leadership, Customer Service, Strategic Planning, Liability, Facilities Management, Vendor Management, Life Insurance, General Insurance, Property & Casualty..., Health Insurance, Management, Employee Benefits, Analysis, Claims Management, Brokers, Team Building, Risk Management, Business Analysis, Fixed Annuities
Education
Northern State University 1974 — 1978
Huron High School
Gracien Charles-Antoine PMP, CSM, LSSGB's Symetra Financial Experience October 2007 - September 2011
Job Manager, Portfolio and Project Management Global R&D at Starbucks
Industry Food & Beverages
Experience
Starbucks December 2013 - Present
University of Washington July 2013 - Present
Starbucks January 2012 - December 2013
Starbucks September 2011 - December 2011
Evergreen Safety Council June 2004 - December 2011
Symetra Financial October 2007 - September 2011
Symetra Financial October 2006 - 2007
Fujitsu Consulting August 1997 - September 2006
Skills
Six Sigma, Agile, SDLC, SOX, SharePoint, Waterfall, Scrum, PMP, Business Analysis, Kaizen, SharePoint Designer, MS Project, Process Improvement, Cross-functional Team..., Requirements Gathering, Visio, Project Planning, Requirements Analysis, Vendor Management, PMO, Agile Project Management, Team Leadership, Certified Scrum Master..., Team Building, Mentoring, Team Management, Systems Analysis, Agile Methodologies, Project Management, Training, Leadership, Management, Software Documentation, Business Process..., Resource Management, Strategy, Project Portfolio..., Integration, Budgets, Product Development, Business Process, Business Intelligence, Business Requirements, Quality Assurance, Program Management, Consulting, Strategic Planning, Customer Service, Change Management, Software Project...
Education
McGill University
Certificate, Public Relations Management
Université du Québec en Outaouais 1993 — 1997
BAA, Administration
Cheetah Learning 2007 — 2007
Starbucks December 2013 - Present
University of Washington July 2013 - Present
Starbucks January 2012 - December 2013
Starbucks September 2011 - December 2011
Evergreen Safety Council June 2004 - December 2011
Symetra Financial October 2007 - September 2011
Symetra Financial October 2006 - 2007
Fujitsu Consulting August 1997 - September 2006
Skills
Six Sigma, Agile, SDLC, SOX, SharePoint, Waterfall, Scrum, PMP, Business Analysis, Kaizen, SharePoint Designer, MS Project, Process Improvement, Cross-functional Team..., Requirements Gathering, Visio, Project Planning, Requirements Analysis, Vendor Management, PMO, Agile Project Management, Team Leadership, Certified Scrum Master..., Team Building, Mentoring, Team Management, Systems Analysis, Agile Methodologies, Project Management, Training, Leadership, Management, Software Documentation, Business Process..., Resource Management, Strategy, Project Portfolio..., Integration, Budgets, Product Development, Business Process, Business Intelligence, Business Requirements, Quality Assurance, Program Management, Consulting, Strategic Planning, Customer Service, Change Management, Software Project...
Education
McGill University
Certificate, Public Relations Management
Université du Québec en Outaouais 1993 — 1997
BAA, Administration
Cheetah Learning 2007 — 2007
Stephanie Bayne's Symetra Financial Experience 2001 - 2007
Job Business Analyst Leader at Computer Sciences Corporation
Industry Financial Services
Experience
Computer Sciences Corporation April 2007 - Present
Symetra Financial 2001 - 2007
CSC Financial Services Group August 1989 - January 2001
Skills
SDLC, Requirements Gathering, Requirements Analysis, TSO
Education
University of Missouri-Kansas City
General
Computer Sciences Corporation April 2007 - Present
Symetra Financial 2001 - 2007
CSC Financial Services Group August 1989 - January 2001
Skills
SDLC, Requirements Gathering, Requirements Analysis, TSO
Education
University of Missouri-Kansas City
General
Kevin Rabin's Symetra Financial Experience March 2011 - November 2013
Job Vice President, Retirement Products at Symetra
Industry Insurance
Experience
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 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
Karen L. Susac JD,CEBS,CLU,CHFC,CSSC,FLMI,FFSI,ARA,CFP's Symetra Financial Experience August 2004 - December 2011
Job Financial consultant with legal and insurance product expertise
Industry Financial Services
Experience
Symetra Financial August 2004 - December 2011
Safeco Insurance January 1999 - July 2004
University of Washington 1987 - 2002
RA Bench 1998 - 1999
CSM Pacific 1996 - 1998
MCG Northwest 1984 - 1996
Education
Bend High School
The John Marshall Law School
JD
University of Illinois at Chicago
University of Pennsylvania - The Wharton School
The American College
CLU ChFC
Symetra Financial August 2004 - December 2011
Safeco Insurance January 1999 - July 2004
University of Washington 1987 - 2002
RA Bench 1998 - 1999
CSM Pacific 1996 - 1998
MCG Northwest 1984 - 1996
Education
Bend High School
The John Marshall Law School
JD
University of Illinois at Chicago
University of Pennsylvania - The Wharton School
The American College
CLU ChFC
Toraino Golston's Symetra Financial Experience July 2004 - July 2005
Job Tax Manager at Molson Coors
Industry Wholesale
Experience
Molson Coors July 2011 - July 2015
Boeing Capital Corporation September 2005 - June 2011
Symetra Financial July 2004 - July 2005
Safeco Insurance February 2001 - July 2004
T-Mobile May 2000 - February 2001
Equiva Trading Company June 1997 - April 2000
Education
University of Denver - Daniels College of Business 1992 — 1998
Molson Coors July 2011 - July 2015
Boeing Capital Corporation September 2005 - June 2011
Symetra Financial July 2004 - July 2005
Safeco Insurance February 2001 - July 2004
T-Mobile May 2000 - February 2001
Equiva Trading Company June 1997 - April 2000
Education
University of Denver - Daniels College of Business 1992 — 1998
Randy Love's Symetra Financial Experience February 2015 - Present
Job VP Information Technology at Symetra Financial
Industry Financial Services
Experience
Symetra Financial February 2015 - Present
NEOS & Vgo Software, Inc January 2011 - February 2015
Travelers May 2008 - January 2011
The Hartford - Hartford Life May 2007 - May 2008
Skills
Oracle, Business Intelligence, Microsoft SQL Server, PMO, SDLC, Enterprise Architecture, Integration, Strategy, Leadership, Architecture, Account Management, Business Process, Program Management, Team Leadership, Management, Management Consulting, Business Analysis, Data Quality, Java, Business Requirements, Project Management, Requirements Gathering, Enterprise Software, Vendor Management, Consulting, IT Strategy, Agile Methodologies, Resource Management, Visio, Requirements Analysis, Process Improvement
Education
The University of Connecticut 1983 — 1988
Bachelor of Science (BS), Computer Engineering
Virginia Polytechnic Institute and State University
Master of Science (MS), Computer Science
Symetra Financial February 2015 - Present
NEOS & Vgo Software, Inc January 2011 - February 2015
Travelers May 2008 - January 2011
The Hartford - Hartford Life May 2007 - May 2008
Skills
Oracle, Business Intelligence, Microsoft SQL Server, PMO, SDLC, Enterprise Architecture, Integration, Strategy, Leadership, Architecture, Account Management, Business Process, Program Management, Team Leadership, Management, Management Consulting, Business Analysis, Data Quality, Java, Business Requirements, Project Management, Requirements Gathering, Enterprise Software, Vendor Management, Consulting, IT Strategy, Agile Methodologies, Resource Management, Visio, Requirements Analysis, Process Improvement
Education
The University of Connecticut 1983 — 1988
Bachelor of Science (BS), Computer Engineering
Virginia Polytechnic Institute and State University
Master of Science (MS), Computer Science
Diane Zormeir's Symetra Financial Experience August 1996 - Present
Job Lead Software Developer at Symetra Financial
Industry Information Technology and Services
Experience
Symetra Financial August 1996 - Present
CODA Enerprises December 1994 - May 1996
Datatape Inc January 1993 - December 1994
Eastman Kodak May 1987 - December 1992
Skills
C#, Web Development, ASP.NET MVC, WCF Services, JavaScript, jQuery UI, AJAX, Agile Methodologies, Razor, HTML 5, CSS3, SDLC, Requirements Gathering, Microsoft SQL Server, Web Services, XSLT, SharePoint, SOA, WebSphere MQ, Active Directory, Identity Management, Mainframe integration, DB2 Connect
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Management Information Systems, General
Symetra Financial August 1996 - Present
CODA Enerprises December 1994 - May 1996
Datatape Inc January 1993 - December 1994
Eastman Kodak May 1987 - December 1992
Skills
C#, Web Development, ASP.NET MVC, WCF Services, JavaScript, jQuery UI, AJAX, Agile Methodologies, Razor, HTML 5, CSS3, SDLC, Requirements Gathering, Microsoft SQL Server, Web Services, XSLT, SharePoint, SOA, WebSphere MQ, Active Directory, Identity Management, Mainframe integration, DB2 Connect
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Management Information Systems, General
Tom Costello's Symetra Financial Experience April 1993 - Present
Job Regional VicePresident at Symetra Financial
Industry Insurance
Experience
Symetra Financial April 1993 - Present
Phoenix Home Life June 1990 - March 1993
Skills
Health Insurance, Employee Benefits, Disability Insurance, Stop Loss, Life Insurance
Education
University of Massachusetts, Amherst 1986 — 1990
Duxbury High School
Symetra Financial April 1993 - Present
Phoenix Home Life June 1990 - March 1993
Skills
Health Insurance, Employee Benefits, Disability Insurance, Stop Loss, Life Insurance
Education
University of Massachusetts, Amherst 1986 — 1990
Duxbury High School
Honora Lo's Symetra Financial Experience August 2011 - Present
Job Senior Actuarial Associate at Symetra Financial
Industry Insurance
Experience
Symetra Financial August 2011 - Present
Symetra Financial May 2010 - August 2011
Milliman September 2005 - October 2008
Cerner Corporation April 2005 - August 2005
University of Washington June 2003 - June 2004
University of Washington September 2002 - June 2003
Skills
VBA, Matlab, SQL, Testing, Analysis, Fortran, Actuarial Science, C++, Financial Modeling, Insurance, Mathematical Modeling, ALM
Education
The Hong Kong University of Science and Technology
Bachelor of Science, Mathematics
University of Washington
Master of Science, Applied Mathematics
Symetra Financial August 2011 - Present
Symetra Financial May 2010 - August 2011
Milliman September 2005 - October 2008
Cerner Corporation April 2005 - August 2005
University of Washington June 2003 - June 2004
University of Washington September 2002 - June 2003
Skills
VBA, Matlab, SQL, Testing, Analysis, Fortran, Actuarial Science, C++, Financial Modeling, Insurance, Mathematical Modeling, ALM
Education
The Hong Kong University of Science and Technology
Bachelor of Science, Mathematics
University of Washington
Master of Science, Applied Mathematics
Adrienne Edwards's Symetra Financial Experience 2005 - 2011
Job Director of Marketing, Benefits Division at Symetra
Industry Insurance
Experience
Symetra July 2013 - Present
Symetra May 2012 - July 2013
Symetra 2011 - June 2012
Symetra Financial 2005 - 2011
Safeco Life & Investments (now Symetra Financial) 2002 - 2004
Tucker Partnership 2000 - 2001
Advertex/Macy's East 2000 - 2000
Advertex/Macy's East 1998 - 2000
Skills
Insurance, Property & Casualty..., Business Intelligence, Life Insurance, Analysis, Marketing, Microsoft Excel, Public Relations, Management, Event Management, Strategy, Leadership, Marketing Management, Sales, Account Management
Education
School of Visual Arts
Copywriting
University of Washington
BA, Communications
Symetra July 2013 - Present
Symetra May 2012 - July 2013
Symetra 2011 - June 2012
Symetra Financial 2005 - 2011
Safeco Life & Investments (now Symetra Financial) 2002 - 2004
Tucker Partnership 2000 - 2001
Advertex/Macy's East 2000 - 2000
Advertex/Macy's East 1998 - 2000
Skills
Insurance, Property & Casualty..., Business Intelligence, Life Insurance, Analysis, Marketing, Microsoft Excel, Public Relations, Management, Event Management, Strategy, Leadership, Marketing Management, Sales, Account Management
Education
School of Visual Arts
Copywriting
University of Washington
BA, Communications
Sarah Hill's Symetra Financial Experience April 2004 - April 2008
Job Asst. Director, Digital Marketing at Symetra
Industry Insurance
Experience
Symetra September 2012 - Present
Symetra April 1999 - September 2012
Symetra April 2008 - January 2011
Symetra Financial April 2004 - April 2008
Skills
Digital Marketing, Insurance, Management, Marketing, Process Improvement, Project Management, Sales, Business Intelligence, Strategy, User Experience, Strategic Planning, CRM
Education
Seattle University
Symetra September 2012 - Present
Symetra April 1999 - September 2012
Symetra April 2008 - January 2011
Symetra Financial April 2004 - April 2008
Skills
Digital Marketing, Insurance, Management, Marketing, Process Improvement, Project Management, Sales, Business Intelligence, Strategy, User Experience, Strategic Planning, CRM
Education
Seattle University
Bridgette Takeuchi's Symetra Financial Experience November 2011 - May 2013
Job VP, Retirement Division Product Management and Automation Group at Symetra
Industry Financial Services
Experience
Symetra August 2013 - Present
Symetra Financial November 2011 - May 2013
Symetra Financial August 2009 - November 2011
Symetra Financial June 2007 - August 2009
Symetra Financial September 2006 - June 2007
aQuantive 2004 - 2006
Ernst & Young September 2002 - August 2004
Education
Seattle University 1998 — 2002
Bachelor of Arts, Accounting
Symetra August 2013 - Present
Symetra Financial November 2011 - May 2013
Symetra Financial August 2009 - November 2011
Symetra Financial June 2007 - August 2009
Symetra Financial September 2006 - June 2007
aQuantive 2004 - 2006
Ernst & Young September 2002 - August 2004
Education
Seattle University 1998 — 2002
Bachelor of Arts, Accounting
Derek Reading's Symetra Financial Experience 1992 - Present
Job Sr. IT Manager at Symetra Financial
Industry Insurance
Experience
Symetra Financial 1992 - Present
Safeco Life Insurance Company 1992 - 2005
Family Life Insurance Company 1987 - 1992
Western Data Corporation 1984 - 1987
Texaco, Inc 1982 - 1984
Education
Trinity University 1978 — 1982
Bachelor of Science (B.S.), Computer Science
Symetra Financial 1992 - Present
Safeco Life Insurance Company 1992 - 2005
Family Life Insurance Company 1987 - 1992
Western Data Corporation 1984 - 1987
Texaco, Inc 1982 - 1984
Education
Trinity University 1978 — 1982
Bachelor of Science (B.S.), Computer Science
Valerie Morris's Symetra Financial Experience April 2004 - December 2009
Job Director at Visa
Industry Information Technology and Services
Experience
Visa July 2012 - Present
SolutionsIQ October 2011 - June 2012
T-Mobile March 2011 - October 2011
SolutionsIQ January 2010 - March 2011
Symetra Financial April 2004 - December 2009
AT&T Wireless 1998 - 2003
ATT Wireless 1992 - 2003
Skills
Agile Methodologies, Agile Project Management, Software Project..., PMP, SDLC, Scrum, Software Development, Requirements Analysis, Business Analysis, Program Management, Cross-functional Team..., SQL, PMO, Six Sigma, Workshop Facilitation, Process Improvement, Vendor Management, Integration, Solution Architecture, SharePoint, Requirements Gathering, Project Portfolio..., Visio, Project Management, Enterprise Software, Business Intelligence, Business Process, Enterprise Architecture, Management
Education
Oklahoma Christian University 1987 — 1991
BS, Marketing
Visa July 2012 - Present
SolutionsIQ October 2011 - June 2012
T-Mobile March 2011 - October 2011
SolutionsIQ January 2010 - March 2011
Symetra Financial April 2004 - December 2009
AT&T Wireless 1998 - 2003
ATT Wireless 1992 - 2003
Skills
Agile Methodologies, Agile Project Management, Software Project..., PMP, SDLC, Scrum, Software Development, Requirements Analysis, Business Analysis, Program Management, Cross-functional Team..., SQL, PMO, Six Sigma, Workshop Facilitation, Process Improvement, Vendor Management, Integration, Solution Architecture, SharePoint, Requirements Gathering, Project Portfolio..., Visio, Project Management, Enterprise Software, Business Intelligence, Business Process, Enterprise Architecture, Management
Education
Oklahoma Christian University 1987 — 1991
BS, Marketing
Mark Futtner's Symetra Financial Experience June 2014 - January 2015
Job The Computer Merchant assigned as a Business Analyst at CSC
Industry Computer Software
Experience
The Computer Merchant March 2015 - Present
Symetra Financial June 2014 - January 2015
Vertex November 2006 - January 2015
Ohio National Financial Services April 2013 - February 2014
Security Benefit September 2012 - December 2012
Andesa Services, Inc. June 2012 - September 2012
Transamerica/AEGON March 2012 - May 2012
Andesa Services, Inc. May 2010 - February 2012
Merrill Lynch December 2007 - December 2009
AdminServer August 2007 - December 2007
Skills
SDLC, Business Analysis, New Business Development, Life Insurance, Fixed Annuities, Variable Annuities, Variable Life, Requirements Analysis, Requirements Gathering, Quality Assurance, User Acceptance Testing, Test Planning, Test Cases, System Testing, Manual Testing, Requirements..., Defect Tracking, Mutual Funds, Series 6, Software Project..., Testing, Software Documentation, Business Requirements, Analysis
Education
University of Hartford 1977 — 1981
BS
The Computer Merchant March 2015 - Present
Symetra Financial June 2014 - January 2015
Vertex November 2006 - January 2015
Ohio National Financial Services April 2013 - February 2014
Security Benefit September 2012 - December 2012
Andesa Services, Inc. June 2012 - September 2012
Transamerica/AEGON March 2012 - May 2012
Andesa Services, Inc. May 2010 - February 2012
Merrill Lynch December 2007 - December 2009
AdminServer August 2007 - December 2007
Skills
SDLC, Business Analysis, New Business Development, Life Insurance, Fixed Annuities, Variable Annuities, Variable Life, Requirements Analysis, Requirements Gathering, Quality Assurance, User Acceptance Testing, Test Planning, Test Cases, System Testing, Manual Testing, Requirements..., Defect Tracking, Mutual Funds, Series 6, Software Project..., Testing, Software Documentation, Business Requirements, Analysis
Education
University of Hartford 1977 — 1981
BS
Alissa Moeller's Symetra Financial Experience August 2004 - Present
Job Senior App Developer at Symetra Financial
Industry Insurance
Experience
Symetra Financial August 2004 - Present
Safeco June 1994 - July 2004
Skills
C#, ASP.NET AJAX, Visual Basic, Microsoft SQL Server, HTML, JavaSc, WIX, SMTP, ActivePDF Toolkit, DynamicPDF, Visual Stud, Adobe Acrobat, IBM Webshere MQ, WatiN, STIQ, Selenium
Education
University of Idaho 1990 — 1994
Bachelor, Management Information Systems
Symetra Financial August 2004 - Present
Safeco June 1994 - July 2004
Skills
C#, ASP.NET AJAX, Visual Basic, Microsoft SQL Server, HTML, JavaSc, WIX, SMTP, ActivePDF Toolkit, DynamicPDF, Visual Stud, Adobe Acrobat, IBM Webshere MQ, WatiN, STIQ, Selenium
Education
University of Idaho 1990 — 1994
Bachelor, Management Information Systems
Amy Wilhelm's Symetra Financial Experience July 2007 - September 2007
Job Enterprise Network Engineer at F5 Networks
Industry Information Technology and Services
Experience
F5 Networks December 2012 - Present
F5 Networks January 2012 - December 2012
F5 Networks December 2010 - December 2011
MegaPath Networks September 2007 - December 2010
Symetra Financial July 2007 - September 2007
Skills
Network Architecture, SQL, F5 BigIP, Load Balancing, HTML, Perl, Routing, Security, System Administration, Linux, Data Center, TCP/IP, Bash, Python, Network Security, DNS, Servers, Networking, BGP, Troubleshooting, Firewalls, Unix, SSL, Switches, Wireshark, MySQL, VPN, Routers, SNMP, Network Engineering, Network Administration, Virtualization, IPS, Technical Support, WAN, Linux System..., Cisco Technologies, Windows 7, OSPF, IPSec, Apache, QoS, JUNOS, DHCP, Operating Systems, IPv6, Windows Server, Cisco IOS, VLAN, VMware
Education
Rochester Institute of Technology 2005 — 2007
Applied Networking and Systems Administration
F5 Networks December 2012 - Present
F5 Networks January 2012 - December 2012
F5 Networks December 2010 - December 2011
MegaPath Networks September 2007 - December 2010
Symetra Financial July 2007 - September 2007
Skills
Network Architecture, SQL, F5 BigIP, Load Balancing, HTML, Perl, Routing, Security, System Administration, Linux, Data Center, TCP/IP, Bash, Python, Network Security, DNS, Servers, Networking, BGP, Troubleshooting, Firewalls, Unix, SSL, Switches, Wireshark, MySQL, VPN, Routers, SNMP, Network Engineering, Network Administration, Virtualization, IPS, Technical Support, WAN, Linux System..., Cisco Technologies, Windows 7, OSPF, IPSec, Apache, QoS, JUNOS, DHCP, Operating Systems, IPv6, Windows Server, Cisco IOS, VLAN, VMware
Education
Rochester Institute of Technology 2005 — 2007
Applied Networking and Systems Administration
Mindi Work's Symetra Financial Experience July 2006 - Present
Job Vice President, Finance
Industry Financial Services
Experience
Symetra Financial July 2006 - Present
Ernst & Young, LLP 2001 - 2006
Skills
Accounting, SEC filings, Accounts Payable, Finance, Sarbanes-Oxley Act, Auditing, Payroll, SEC Filings, Financial Accounting, GAAP, Financial Reporting, Internal Controls, US GAAP
Education
University of Washington 2000 — 2001
Seattle University 1999 — 2001
Symetra Financial July 2006 - Present
Ernst & Young, LLP 2001 - 2006
Skills
Accounting, SEC filings, Accounts Payable, Finance, Sarbanes-Oxley Act, Auditing, Payroll, SEC Filings, Financial Accounting, GAAP, Financial Reporting, Internal Controls, US GAAP
Education
University of Washington 2000 — 2001
Seattle University 1999 — 2001
Rebecca Crimmins's Symetra Financial Experience 2003 - 2008
Job Sales & Marketing Professional
Industry Financial Services
Experience
Edward Jones November 2014 - July 2015
TailorWell, Inc. September 2012 - December 2013
Symetra 2008 - 2012
Symetra Financial 2003 - 2008
Symetra 2001 - 2003
Symetra 2000 - 2001
Symetra 1998 - 2000
Talbot Financial Services 1996 - 1998
Skills
Sales Management, Sales Operations, Sales, Marketing, Employee Benefits, Marketing Strategy, Cross-functional Team..., Strategy, Product Management, Strategic Planning, Business Strategy, Social Media Marketing, Project Management, Product Marketing, Account Management, Salesforce.com, Marketing Management, Team Building, Business Development
Education
Oregon State University
Bachelor of Science (BS), Human Nutrition
Edward Jones November 2014 - July 2015
TailorWell, Inc. September 2012 - December 2013
Symetra 2008 - 2012
Symetra Financial 2003 - 2008
Symetra 2001 - 2003
Symetra 2000 - 2001
Symetra 1998 - 2000
Talbot Financial Services 1996 - 1998
Skills
Sales Management, Sales Operations, Sales, Marketing, Employee Benefits, Marketing Strategy, Cross-functional Team..., Strategy, Product Management, Strategic Planning, Business Strategy, Social Media Marketing, Project Management, Product Marketing, Account Management, Salesforce.com, Marketing Management, Team Building, Business Development
Education
Oregon State University
Bachelor of Science (BS), Human Nutrition
Karen (Saquing) Richstad's Symetra Financial Experience June 1988 - Present
Job Manager, SB Ops Bellevue
Industry Insurance
Experience
Symetra Financial June 1988 - Present
Toastmasters International 2015 - 2015
Toastmasters International 2015 - 2015
Toastmasters International 2015 - 2015
Symetra Financial 2011 - 2011
Safeco Life 1996 - 1998
Compensation Consultants Inc. 1983 - 1986
Skills
Leadership Development, Insurance, Change Management, Public Speaking, Mentoring, Team Leadership, Employee Benefits, Process Improvement, Strategic Planning, Marketing Strategy, Leadership, Team Building, Vendor Management, Analysis, Management, Coaching, Performance Management, Program Management, Business Analysis, Customer Service, Underwriting, Life Insurance, Training, Health Insurance, Financial Analysis
Education
University of Hawaii - College of Business Administration 1982 — 1983
Bachelor of Business Administration (BBA), Accounting
Punahou School 1974 — 1978
Diploma, General
Leadership Eastside
The American College
Chartered Healthcare Consultant, Registered Health Underwriter
Toastmasters
University of Washington
Symetra Financial June 1988 - Present
Toastmasters International 2015 - 2015
Toastmasters International 2015 - 2015
Toastmasters International 2015 - 2015
Symetra Financial 2011 - 2011
Safeco Life 1996 - 1998
Compensation Consultants Inc. 1983 - 1986
Skills
Leadership Development, Insurance, Change Management, Public Speaking, Mentoring, Team Leadership, Employee Benefits, Process Improvement, Strategic Planning, Marketing Strategy, Leadership, Team Building, Vendor Management, Analysis, Management, Coaching, Performance Management, Program Management, Business Analysis, Customer Service, Underwriting, Life Insurance, Training, Health Insurance, Financial Analysis
Education
University of Hawaii - College of Business Administration 1982 — 1983
Bachelor of Business Administration (BBA), Accounting
Punahou School 1974 — 1978
Diploma, General
Leadership Eastside
The American College
Chartered Healthcare Consultant, Registered Health Underwriter
Toastmasters
University of Washington
James Sabbatini MBA's Symetra Financial Experience January 2015 - Present
Job Internal Wholesaler at Symetra
Industry Financial Services
Experience
Symetra Financial January 2015 - Present
Russell Investments May 2014 - January 2015
AssetMark (formerly Genworth Wealth Management) June 2011 - May 2014
Edward Jones April 2010 - June 2011
UnitedHealth Group January 2008 - April 2010
JS General Agency June 2004 - January 2008
Pacific Life Insurance Company August 2001 - May 2004
Skills
Licensed Real Estate..., Series 7, Series 66, Insurance, Sales, Sales Management, Negotiation, Training, Data Manipulation, Management, Fixed Annuities, Financial Analysis, Financial Services, Analysis, Securities, Microsoft Excel, Uniform Combined State..., Health Insurance, Portfolio Management, Small Business, Investments, Strategy, Finance, Process Improvement, Leadership, Selling, Employee Benefits, Life Insurance, Banking, Sales Operations, Forecasting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2008
MBA, Finance
University of California, Irvine 1997 — 2001
BA, Economics
Symetra Financial January 2015 - Present
Russell Investments May 2014 - January 2015
AssetMark (formerly Genworth Wealth Management) June 2011 - May 2014
Edward Jones April 2010 - June 2011
UnitedHealth Group January 2008 - April 2010
JS General Agency June 2004 - January 2008
Pacific Life Insurance Company August 2001 - May 2004
Skills
Licensed Real Estate..., Series 7, Series 66, Insurance, Sales, Sales Management, Negotiation, Training, Data Manipulation, Management, Fixed Annuities, Financial Analysis, Financial Services, Analysis, Securities, Microsoft Excel, Uniform Combined State..., Health Insurance, Portfolio Management, Small Business, Investments, Strategy, Finance, Process Improvement, Leadership, Selling, Employee Benefits, Life Insurance, Banking, Sales Operations, Forecasting
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2008
MBA, Finance
University of California, Irvine 1997 — 2001
BA, Economics
Anson Tse's Symetra Financial Experience February 2001 - March 2006
Job CFP®
Industry Financial Services
Experience
Self-Employed February 2008 - Present
MassMutual May 2006 - February 2008
Symetra Financial February 2001 - March 2006
Amercian Express May 2000 - October 2000
Charles Schwab February 1999 - February 2000
Education
Seattle University 2006 — 2007
Certifcate, Executive Certificate in Financial Planning
University of California, Riverside 1994 — 1998
Self-Employed February 2008 - Present
MassMutual May 2006 - February 2008
Symetra Financial February 2001 - March 2006
Amercian Express May 2000 - October 2000
Charles Schwab February 1999 - February 2000
Education
Seattle University 2006 — 2007
Certifcate, Executive Certificate in Financial Planning
University of California, Riverside 1994 — 1998
Topaz Jones's Symetra Financial Experience 2003 - 2006
Job Program Manager at Xtreme Consulting Group, Inc.
Industry Information Technology and Services
Experience
Microsoft Corporation with Xtreme Consulting Group, Inc. May 2012 - Present
Microsoft Corporation with Aditi Technologies June 2010 - January 2012
Aditi Technologies with Microsoft Corporation October 2008 - October 2009
CoreStaff Services with Microsoft Corporation June 2007 - June 2008
Symetra Financial 2003 - 2006
Horizon Air 2004 - 2005
Southwest Airlines 2002 - 2004
Skills
Program Management, Requirements Analysis, Vendor Management, Software Documentation, Procedure Development, User Acceptance Testing, Requirements Gathering, Business Requirements, Project Management, Quality Assurance, Staff Training, Call Centers, Management, Testing, Customer Service, Proposal Writing, Analysis, Insurance, Documentation, Bug Tracking, Travel, Forecasting, Process Improvement, Aviation, SDLC
Education
United States International University 1995 — 2002
Tourism Management
Shoreline Community College 1993 — 1995
Associate of Arts and Sciences (A.A.S.)
Microsoft Corporation with Xtreme Consulting Group, Inc. May 2012 - Present
Microsoft Corporation with Aditi Technologies June 2010 - January 2012
Aditi Technologies with Microsoft Corporation October 2008 - October 2009
CoreStaff Services with Microsoft Corporation June 2007 - June 2008
Symetra Financial 2003 - 2006
Horizon Air 2004 - 2005
Southwest Airlines 2002 - 2004
Skills
Program Management, Requirements Analysis, Vendor Management, Software Documentation, Procedure Development, User Acceptance Testing, Requirements Gathering, Business Requirements, Project Management, Quality Assurance, Staff Training, Call Centers, Management, Testing, Customer Service, Proposal Writing, Analysis, Insurance, Documentation, Bug Tracking, Travel, Forecasting, Process Improvement, Aviation, SDLC
Education
United States International University 1995 — 2002
Tourism Management
Shoreline Community College 1993 — 1995
Associate of Arts and Sciences (A.A.S.)
Chris Farmen's Symetra Financial Experience 2011 - Present
Job Regional Sales Executive at Symetra Financial
Industry Insurance
Experience
Symetra Financial 2011 - Present
Lincoln Financial Group April 2004 - September 2011
Unum September 2000 - April 2004
The Hartford July 1991 - September 2000
Skills
Employee Benefits, Insurance, Consultative Selling, Benefits, Disability Insurance, New Business Development, Strategic Planning, Negotiation, Marketing Strategy, Public Speaking, Budgeting, Business Planning, Analysis, Sales Management, Dental, Dentistry, Selling, Leadership, Life Insurance, Training, Health Insurance, Sales Operations, Coaching, Fixed Annuities, Health Savings Accounts, Sales, Customer Retention, Term Life Insurance, Property & Casualty..., Healthcare, Brokers, Underwriting, Workers Compensation, Long-term Care, Small Business, 401k, Benefits Administration, Long Term Care Insurance, Retirement, Universal Life, Marketing, Retirement Planning, Cold Calling, Claim
Education
Ohio Wesleyan University 1984 — 1988
BA, Sociology/Anthropology
Symetra Financial 2011 - Present
Lincoln Financial Group April 2004 - September 2011
Unum September 2000 - April 2004
The Hartford July 1991 - September 2000
Skills
Employee Benefits, Insurance, Consultative Selling, Benefits, Disability Insurance, New Business Development, Strategic Planning, Negotiation, Marketing Strategy, Public Speaking, Budgeting, Business Planning, Analysis, Sales Management, Dental, Dentistry, Selling, Leadership, Life Insurance, Training, Health Insurance, Sales Operations, Coaching, Fixed Annuities, Health Savings Accounts, Sales, Customer Retention, Term Life Insurance, Property & Casualty..., Healthcare, Brokers, Underwriting, Workers Compensation, Long-term Care, Small Business, 401k, Benefits Administration, Long Term Care Insurance, Retirement, Universal Life, Marketing, Retirement Planning, Cold Calling, Claim
Education
Ohio Wesleyan University 1984 — 1988
BA, Sociology/Anthropology
Jessica Besso's Symetra Financial Experience 2004 - 2006
Job Financial Professional
Industry Financial Services
Experience
OnPlan Solutions April 2013 - Present
Microsoft January 2007 - December 2012
Symetra Financial 2004 - 2006
Robert Half Finance & Accounting March 2003 - November 2004
Skills
SharePoint, Business Analysis, Process Improvement, Financial Analysis, Visio, Management, Sarbanes-Oxley Act, Strategic Planning, Financial Reporting, Project Planning, Forecasting, Access, Vendor Management, Data Analysis, Budgets, Analysis, Requirements Analysis, Business Process..., Cross-functional Team..., Accounting, Business Intelligence, Financial Modeling, Program Management
Education
Seattle Pacific University - School of Business and Economics 1996 — 2000
BS, Accounting
OnPlan Solutions April 2013 - Present
Microsoft January 2007 - December 2012
Symetra Financial 2004 - 2006
Robert Half Finance & Accounting March 2003 - November 2004
Skills
SharePoint, Business Analysis, Process Improvement, Financial Analysis, Visio, Management, Sarbanes-Oxley Act, Strategic Planning, Financial Reporting, Project Planning, Forecasting, Access, Vendor Management, Data Analysis, Budgets, Analysis, Requirements Analysis, Business Process..., Cross-functional Team..., Accounting, Business Intelligence, Financial Modeling, Program Management
Education
Seattle Pacific University - School of Business and Economics 1996 — 2000
BS, Accounting
Kabbie Konteh's Symetra Financial Experience May 2005 - August 2005
Job Legal Consultant
Industry Law Practice
Experience
Konteh & Associates, PC October 2011 - Present
Restoration of Cultural Sierra Leone January 2008 - April 2012
Legal Advocates for Indian Country (laic) June 2009 - October 2011
Deloitte Tax, LLP August 2007 - June 2009
Targeted Genetics June 2006 - August 2006
Symetra Financial May 2005 - August 2005
Skills
Litigation, Compliance, Policy, Mediation, Negotiation, Advocating, Advocacy, Corporate Law, Legal Writing, Mergers & Acquisitions, Legal Research, Civil Litigation, Business Transactions, Commercial Litigation, Licensing, Employment Law, Nonprofits
Education
Seattle University 2005 — 2008
MBA, Accounting Concentration
Seattle University School of Law 2004 — 2008
JD, Business, Tax
University of Washington 1999 — 2003
BA, Business, Computer Science
Konteh & Associates, PC October 2011 - Present
Restoration of Cultural Sierra Leone January 2008 - April 2012
Legal Advocates for Indian Country (laic) June 2009 - October 2011
Deloitte Tax, LLP August 2007 - June 2009
Targeted Genetics June 2006 - August 2006
Symetra Financial May 2005 - August 2005
Skills
Litigation, Compliance, Policy, Mediation, Negotiation, Advocating, Advocacy, Corporate Law, Legal Writing, Mergers & Acquisitions, Legal Research, Civil Litigation, Business Transactions, Commercial Litigation, Licensing, Employment Law, Nonprofits
Education
Seattle University 2005 — 2008
MBA, Accounting Concentration
Seattle University School of Law 2004 — 2008
JD, Business, Tax
University of Washington 1999 — 2003
BA, Business, Computer Science
Stephanie Doherty Wilkinson's Symetra Financial Experience May 2007 - August 2007
Job Counsel at United States Senate
Industry Public Policy
Experience
United States Senate April 2013 - June 2014
Obama for America September 2012 - November 2012
United States Senate January 2012 - September 2012
Washington, D.C. 2011 - 2011
United States Attorney's Office August 2008 - March 2010
State of Colorado 2010 - 2010
Washington State Attorney General's Office 2008 - 2008
Symetra Financial May 2007 - August 2007
Skills
Legal Research, Legal Writing, Legislation, Westlaw, Legislative Relations, Legislative Research, Public Policy, Criminal Law, Political Campaigns
Education
Seattle University 2006 — 2009
J.D., Law
Seattle University School of Law 2006 — 2009
JD
Texas Christian University 2001 — 2005
B.A., Political Science, Business
United States Senate April 2013 - June 2014
Obama for America September 2012 - November 2012
United States Senate January 2012 - September 2012
Washington, D.C. 2011 - 2011
United States Attorney's Office August 2008 - March 2010
State of Colorado 2010 - 2010
Washington State Attorney General's Office 2008 - 2008
Symetra Financial May 2007 - August 2007
Skills
Legal Research, Legal Writing, Legislation, Westlaw, Legislative Relations, Legislative Research, Public Policy, Criminal Law, Political Campaigns
Education
Seattle University 2006 — 2009
J.D., Law
Seattle University School of Law 2006 — 2009
JD
Texas Christian University 2001 — 2005
B.A., Political Science, Business
Mark Schilder, MBA's Symetra Financial Experience June 2005 - March 2008
Job Implementation Portfolio Manager at Russell Investments
Industry Financial Services
Experience
Russell Investments July 2008 - Present
Symetra Financial June 2005 - March 2008
Laird Norton Tyee March 2004 - June 2005
Harris Direct April 1997 - December 2004
Skills
Portfolio Management, Investments, Asset Management, Risk Management, Financial Services, Asset Allocation, Finance, Trading, Management, CRM, Business Strategy, Project Management, Alternative Investments
Education
University of Washington, Seattle - Business School 1991 — 1996
Bachelors, Business
Seattle Pacific University - School of Business and Economics
MBA, Finance
Russell Investments July 2008 - Present
Symetra Financial June 2005 - March 2008
Laird Norton Tyee March 2004 - June 2005
Harris Direct April 1997 - December 2004
Skills
Portfolio Management, Investments, Asset Management, Risk Management, Financial Services, Asset Allocation, Finance, Trading, Management, CRM, Business Strategy, Project Management, Alternative Investments
Education
University of Washington, Seattle - Business School 1991 — 1996
Bachelors, Business
Seattle Pacific University - School of Business and Economics
MBA, Finance
Robert Follette, CEBS's Symetra Financial Experience 2007 - 2008
Job Strategic Consultant at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group April 2013 - Present
MassMutual Financial Group November 2011 - April 2013
MassMutual Financial Group January 2009 - November 2011
Symetra Financial 2007 - 2008
Symetra Financial 2004 - 2007
Skills
Business Development, Product Management, Retirement Planning, Asset Allocation, Insurance, Project Management, Program Management, Product Development, Management, Retirement, Strategic Planning, Defined Benefit, Series 6, Training, Investments, Mutual Funds, Sales, Marketing
Education
University of Pennsylvania - The Wharton School
CEBS, Certified Employee Benefit Specialist
University of Washington
BA, Business Administration
MassMutual Financial Group April 2013 - Present
MassMutual Financial Group November 2011 - April 2013
MassMutual Financial Group January 2009 - November 2011
Symetra Financial 2007 - 2008
Symetra Financial 2004 - 2007
Skills
Business Development, Product Management, Retirement Planning, Asset Allocation, Insurance, Project Management, Program Management, Product Development, Management, Retirement, Strategic Planning, Defined Benefit, Series 6, Training, Investments, Mutual Funds, Sales, Marketing
Education
University of Pennsylvania - The Wharton School
CEBS, Certified Employee Benefit Specialist
University of Washington
BA, Business Administration
Merrilee Thompson's Symetra Financial Experience June 2008 - June 2011
Job Claims Examiner at Symetra
Industry Insurance
Experience
Symetra June 2011 - Present
Symetra Financial June 2008 - June 2011
Skills
Claim, Health Insurance, Insurance, Life Insurance, Underwriting, Microsoft Office, Property & Casualty..., Claims Management
Education
Northwest University 2006 — 2008
Bachelor of Arts, Business Administration/Marketing
Symetra June 2011 - Present
Symetra Financial June 2008 - June 2011
Skills
Claim, Health Insurance, Insurance, Life Insurance, Underwriting, Microsoft Office, Property & Casualty..., Claims Management
Education
Northwest University 2006 — 2008
Bachelor of Arts, Business Administration/Marketing
Eric Neaville's Symetra Financial Experience September 2007 - March 2012
Job Sr. Business Systems Analyst Regulatory Reporting, Personal Lines Actuarial at Liberty Mutual
Industry Insurance
Experience
Liberty Mutual March 2012 - Present
Symetra Financial September 2007 - March 2012
Safeco Insurance October 1992 - September 2007
Education
Seattle Pacific University - School of Business and Economics 1987 — 1991
Bachelor of Arts, Business/Marketing
Liberty Mutual March 2012 - Present
Symetra Financial September 2007 - March 2012
Safeco Insurance October 1992 - September 2007
Education
Seattle Pacific University - School of Business and Economics 1987 — 1991
Bachelor of Arts, Business/Marketing
Jaime Shehata's Symetra Financial Experience November 2011 - August 2013
Job Consultant at Bluewater Consulting. Learning. Talent Management.
Industry E-Learning
Experience
Bluewater - Consulting. Learning. Talent Management. March 2015 - Present
Aon Hewitt August 2013 - February 2015
Symetra Financial November 2011 - August 2013
Moss Adams LLP September 2009 - November 2011
Safeco 2006 - 2008
Safeco 2005 - 2006
Skills
Learning Management..., Blended Learning, User Experience, User Interface Design, User Acceptance Testing, End User Training, Usability, System Administration, Systems Analysis, System Deployment, Performance Management, Talent Management, Technical Writing, Vendor Management, Project Management, Technical Support, Technical Documentation, Web Design, Communication Skills, Product Optimization, Landing Page..., SharePoint, Training, Leadership, Program Management, Management, Content Management, Strategy, Enterprise Software, Consulting, Analysis
Education
North Seattle College 1993 — 1994
Computer Science
Seattle Central Community College 1989 — 1991
Commercial Photography
Bluewater - Consulting. Learning. Talent Management. March 2015 - Present
Aon Hewitt August 2013 - February 2015
Symetra Financial November 2011 - August 2013
Moss Adams LLP September 2009 - November 2011
Safeco 2006 - 2008
Safeco 2005 - 2006
Skills
Learning Management..., Blended Learning, User Experience, User Interface Design, User Acceptance Testing, End User Training, Usability, System Administration, Systems Analysis, System Deployment, Performance Management, Talent Management, Technical Writing, Vendor Management, Project Management, Technical Support, Technical Documentation, Web Design, Communication Skills, Product Optimization, Landing Page..., SharePoint, Training, Leadership, Program Management, Management, Content Management, Strategy, Enterprise Software, Consulting, Analysis
Education
North Seattle College 1993 — 1994
Computer Science
Seattle Central Community College 1989 — 1991
Commercial Photography
Karin Glasgow Van Vleet's Symetra Financial Experience April 2010 - Present
Job AVP/Director, Investor Relations
Industry Public Relations and Communications
Experience
Symetra Financial April 2010 - Present
Expedia, Inc. July 2009 - April 2010
InfoSpace January 2009 - April 2009
Safeco 2005 - 2008
AT&T Wireless 2001 - 2005
ING 1996 - 2000
US Bank 1992 - 1996
Education
University of St. Thomas - Opus College of Business 1994 — 1997
MBA - Finance, Finance
University of Denver 1978 — 1983
BS Acc, Accounting
Symetra Financial April 2010 - Present
Expedia, Inc. July 2009 - April 2010
InfoSpace January 2009 - April 2009
Safeco 2005 - 2008
AT&T Wireless 2001 - 2005
ING 1996 - 2000
US Bank 1992 - 1996
Education
University of St. Thomas - Opus College of Business 1994 — 1997
MBA - Finance, Finance
University of Denver 1978 — 1983
BS Acc, Accounting
Diane Mollet's Symetra Financial Experience February 2006 - March 2008
Job Tax Specialist at WA State Employment Security Dept.
Industry Accounting
Experience
WA State Employment Security Dept. October 2009 - Present
Symetra Financial February 2006 - March 2008
SBLI USA June 2001 - October 2005
Genworth Financial April 1987 - June 2001
Skills
Auditing, Financial Statements, Journal Entries, Accruals, Management, Accounting, GAAP, Payroll, Sarbanes-Oxley Act, Internal Controls, General Ledger, Insurance, Account Reconciliation, US GAAP
Education
University of Phoenix 2008 — 2011
Bachelor of Science (BS), Accounting, 3.9
WA State Employment Security Dept. October 2009 - Present
Symetra Financial February 2006 - March 2008
SBLI USA June 2001 - October 2005
Genworth Financial April 1987 - June 2001
Skills
Auditing, Financial Statements, Journal Entries, Accruals, Management, Accounting, GAAP, Payroll, Sarbanes-Oxley Act, Internal Controls, General Ledger, Insurance, Account Reconciliation, US GAAP
Education
University of Phoenix 2008 — 2011
Bachelor of Science (BS), Accounting, 3.9
Ann Bradford, CTP's Symetra Financial Experience November 2005 - August 2013
Job Cash Management Operations Mgr at Symetra Financial
Industry Insurance
Experience
Symetra Financial November 2005 - August 2013
Northwest Administrators October 1985 - November 2005
Bank of America August 1984 - October 1985
Education
Montana State University-Bozeman 1979 — 1984
BS/BA, Business Mgmt/Spanish
Symetra Financial November 2005 - August 2013
Northwest Administrators October 1985 - November 2005
Bank of America August 1984 - October 1985
Education
Montana State University-Bozeman 1979 — 1984
BS/BA, Business Mgmt/Spanish
Camille Heinen's Symetra Financial Experience August 2004 - September 2013
Job at Liberty Mutual
Industry Financial Services
Experience
Liberty Mutual Insurance September 2013 - Present
Symetra Financial August 2004 - September 2013
Safeco May 1999 - August 2004
Skills
Cognos, Business Intelligence, Mainframe, SharePoint, Business Analysis, Change Management, ETL, Process Improvement, Requirements Gathering, Business Process..., SDLC, Visio, Requirements Analysis
Education
Washington State University 1995 — 1999
BA, Business -> Management Information Systems
Universidad del Salvador 1998 — 1998
Foreign Exchange Program in Buenos Aires, Argentina
Liberty Mutual Insurance September 2013 - Present
Symetra Financial August 2004 - September 2013
Safeco May 1999 - August 2004
Skills
Cognos, Business Intelligence, Mainframe, SharePoint, Business Analysis, Change Management, ETL, Process Improvement, Requirements Gathering, Business Process..., SDLC, Visio, Requirements Analysis
Education
Washington State University 1995 — 1999
BA, Business -> Management Information Systems
Universidad del Salvador 1998 — 1998
Foreign Exchange Program in Buenos Aires, Argentina
Charles Koehler's Symetra Financial Experience August 1996 - March 2007
Job Owner at Sterling Financial Ideas
Industry Insurance
Experience
Sterling Financial Ideas January 1963 - Present
Symetra Financial August 1996 - March 2007
Education
Northern Illinois University 1958 — 1963
MS in Ed, Education
Sterling Financial Ideas January 1963 - Present
Symetra Financial August 1996 - March 2007
Education
Northern Illinois University 1958 — 1963
MS in Ed, Education
Brenda Randall's Symetra Financial Experience 2002 - 2005
Job Voluntary Benefits Practice Leader at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial April 2012 - Present
Allstate Benefits 2008 - April 2012
Principal Financial Group 2006 - 2008
Assurant 2005 - 2008
Symetra Financial 2002 - 2005
Symetra Financial 2000 - 2002
Symetra Financial 1998 - 2000
Miller Insurance 1995 - 1998
Durham & Bates 1992 - 1995
Skills
Insurance, Health Insurance, Disability Insurance, Brokers, Employee Benefits, Fixed Annuities, Life Insurance, Underwriting, Term Life Insurance, Long-term Care, Health Savings Accounts, Sales Management
Education
Portland State University 1990 — 1992
Sun Life Financial April 2012 - Present
Allstate Benefits 2008 - April 2012
Principal Financial Group 2006 - 2008
Assurant 2005 - 2008
Symetra Financial 2002 - 2005
Symetra Financial 2000 - 2002
Symetra Financial 1998 - 2000
Miller Insurance 1995 - 1998
Durham & Bates 1992 - 1995
Skills
Insurance, Health Insurance, Disability Insurance, Brokers, Employee Benefits, Fixed Annuities, Life Insurance, Underwriting, Term Life Insurance, Long-term Care, Health Savings Accounts, Sales Management
Education
Portland State University 1990 — 1992
Jon Hendrickson's Symetra Financial Experience 2001 - Present
Job Regional Group Manager at Symetra Financial
Industry Insurance
Experience
Symetra Financial 2001 - Present
National Risk Transfer 1991 - 2001
Education
Saint Anselm College
BS, Economics and Finance
Symetra Financial 2001 - Present
National Risk Transfer 1991 - 2001
Education
Saint Anselm College
BS, Economics and Finance
Greg Gassaway's Symetra Financial Experience March 2006 - Present
Job Tax Director at Symetra Financial
Industry Insurance
Experience
Symetra Financial March 2006 - Present
Washington Mutual 2003 - 2006
Ernst & Young 1999 - 2001
Skills
Sarbanes-Oxley, Financial Services, Tax Accounting, Financial Reporting, Internal Controls, Investments, Accounting, Mergers, Due Diligence, IPO, Corporate Tax, Consolidation, M&A experience, Tax, Insurance
Education
Texas A&M University 1985 — 1991
MST, Accounting (Tax)
Symetra Financial March 2006 - Present
Washington Mutual 2003 - 2006
Ernst & Young 1999 - 2001
Skills
Sarbanes-Oxley, Financial Services, Tax Accounting, Financial Reporting, Internal Controls, Investments, Accounting, Mergers, Due Diligence, IPO, Corporate Tax, Consolidation, M&A experience, Tax, Insurance
Education
Texas A&M University 1985 — 1991
MST, Accounting (Tax)
Carolyn Rutledge's Symetra Financial Experience 2010 - 2011
Job QA Engineer at Amazon
Industry Information Technology and Services
Experience
Amazon (Insight Global) June 2014 - Present
Starbucks (TEKsystems) October 2013 - February 2014
T-Mobile (TEKsystems) August 2012 - August 2013
Microsoft (TEKsystems) February 2012 - May 2012
Symetra Financial 2010 - 2011
Washington Mutual 2007 - 2009
Safeco 2000 - 2006
Skills
User Acceptance Testing, SDLC, Quality Assurance, Regression Testing, Software Quality..., Functional Testing, System Integration..., Quality Center, Integration Testing, Hybris, CRM, Agile Methodologies, Test Planning, Test Cases
Education
Bellevue College 2012 — 2013
Medical Insurance Coding Specialist/Coder
Bellevue College 2009 — 2009
Project Management
North Seattle College 1997 — 2000
Certificate, Programming
University of Washington
BA, Linguistics
Amazon (Insight Global) June 2014 - Present
Starbucks (TEKsystems) October 2013 - February 2014
T-Mobile (TEKsystems) August 2012 - August 2013
Microsoft (TEKsystems) February 2012 - May 2012
Symetra Financial 2010 - 2011
Washington Mutual 2007 - 2009
Safeco 2000 - 2006
Skills
User Acceptance Testing, SDLC, Quality Assurance, Regression Testing, Software Quality..., Functional Testing, System Integration..., Quality Center, Integration Testing, Hybris, CRM, Agile Methodologies, Test Planning, Test Cases
Education
Bellevue College 2012 — 2013
Medical Insurance Coding Specialist/Coder
Bellevue College 2009 — 2009
Project Management
North Seattle College 1997 — 2000
Certificate, Programming
University of Washington
BA, Linguistics
Rebecca Schlager's Symetra Financial Experience 2002 - 2012
Job Senior Associate in Structured Settlement Underwriting at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company March 2014 - Present
Protocols, LLC October 2013 - January 2014
Protocols, LLC 2014 - 2014
Provider Resources, Inc. January 2013 - October 2013
RLS Underwriting February 2012 - January 2013
Symetra 2002 - February 2012
Symetra Financial 2002 - 2012
PacifiCare Health Systems 2000 - 2002
Skills
Insurance, Healthcare, Structured Settlement..., Medicare/Medicaid..., Health Insurance, Medicare, HIPAA, Employee Benefits, Clinical Research, Nursing, Leadership, Underwriting, Medicine, Hospitals, Process Improvement, Managed Care, Fixed Annuities, Strategic Planning, Life Insurance, Liability, Claim, Disability Insurance
Education
MSA Training program 2012 — 2012
MSCC Certification, Medicare Set aside allocation work
Seattle University 1990 — 1999
BABA/BSN, Business Mngt./Nursing
New York Life Insurance Company March 2014 - Present
Protocols, LLC October 2013 - January 2014
Protocols, LLC 2014 - 2014
Provider Resources, Inc. January 2013 - October 2013
RLS Underwriting February 2012 - January 2013
Symetra 2002 - February 2012
Symetra Financial 2002 - 2012
PacifiCare Health Systems 2000 - 2002
Skills
Insurance, Healthcare, Structured Settlement..., Medicare/Medicaid..., Health Insurance, Medicare, HIPAA, Employee Benefits, Clinical Research, Nursing, Leadership, Underwriting, Medicine, Hospitals, Process Improvement, Managed Care, Fixed Annuities, Strategic Planning, Life Insurance, Liability, Claim, Disability Insurance
Education
MSA Training program 2012 — 2012
MSCC Certification, Medicare Set aside allocation work
Seattle University 1990 — 1999
BABA/BSN, Business Mngt./Nursing
Jeni Seko's Symetra Financial Experience April 2005 - April 2006
Job Director, Financial Planning & Analysis at Institute for Systems Biology
Industry Banking
Experience
Institute for Systems Biology January 2010 - Present
Washington Mutual (now part of JP Morgan Chase) April 2006 - March 2009
Symetra Financial April 2005 - April 2006
Farmers Life Insurance January 2000 - March 2005
Princess Tours 1994 - 1999
Skills
Financial Modeling, Accounting, Financial Analysis, Financial Reporting, Analysis, Financial Forecasting, Strategic Financial..., Budgets, Sarbanes-Oxley Act, Investments, General Ledger, Finance, Managerial Finance, Management, Process Improvement, Forecasting, Strategic Planning, Corporate Finance, Leadership, Internal Controls, Financial Planning
Education
Seattle University 2003 — 2006
MA, Finance
University of Washington, Michael G. Foster School of Business 1995 — 2000
BA, Accounting
University of Washington 1995 — 1999
BA, Ethnic Studies
Institute for Systems Biology January 2010 - Present
Washington Mutual (now part of JP Morgan Chase) April 2006 - March 2009
Symetra Financial April 2005 - April 2006
Farmers Life Insurance January 2000 - March 2005
Princess Tours 1994 - 1999
Skills
Financial Modeling, Accounting, Financial Analysis, Financial Reporting, Analysis, Financial Forecasting, Strategic Financial..., Budgets, Sarbanes-Oxley Act, Investments, General Ledger, Finance, Managerial Finance, Management, Process Improvement, Forecasting, Strategic Planning, Corporate Finance, Leadership, Internal Controls, Financial Planning
Education
Seattle University 2003 — 2006
MA, Finance
University of Washington, Michael G. Foster School of Business 1995 — 2000
BA, Accounting
University of Washington 1995 — 1999
BA, Ethnic Studies
Jennifer Bowles's Symetra Financial Experience January 2008 - May 2011
Job Senior Training Specialist
Industry Banking
Experience
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
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
Lynda Lindley's Symetra Financial Experience January 2004 - August 2007
Job Financial Services Industry Strategic Analyst
Industry Arts and Crafts
Experience
Symetra Financial January 2004 - August 2007
SAFECO/Symetra August 2000 - December 2003
Safeco January 1999 - August 2000
Safeco February 1998 - December 1998
Oregon Metallurgical Corporation September 1996 - December 1997
Oregon Metallurgical Corporation May 1996 - June 1997
Isler & Company May 1995 - January 1996
Lindquist & Company October 1993 - March 1995
Skills
Auditing, Accounting, Finance
Education
Salisbury University - Perdue School of Business 1991 — 1993
Bachelor of Science, Accounting
Charles County Community College 1987 — 1991
Associates in Arts, Business Administration
Symetra Financial January 2004 - August 2007
SAFECO/Symetra August 2000 - December 2003
Safeco January 1999 - August 2000
Safeco February 1998 - December 1998
Oregon Metallurgical Corporation September 1996 - December 1997
Oregon Metallurgical Corporation May 1996 - June 1997
Isler & Company May 1995 - January 1996
Lindquist & Company October 1993 - March 1995
Skills
Auditing, Accounting, Finance
Education
Salisbury University - Perdue School of Business 1991 — 1993
Bachelor of Science, Accounting
Charles County Community College 1987 — 1991
Associates in Arts, Business Administration
Jennifer Brown's Symetra Financial Experience March 2010 - August 2013
Job HR Generalist at Symetra
Industry Human Resources
Experience
Symetra May 2015 - Present
Symetra August 2013 - June 2015
Symetra Financial March 2010 - August 2013
Pacific Lutheran University September 2005 - June 2010
Pacific Lutheran University March 2008 - March 2010
Skills
Human Resources, Recruiting, Customer Service, Onboarding, New Employee Orientation, ADP, Maestro LMS, SuccessFactors, Microsoft Excel, HR Metrics, Microsoft Office, Outlook, Personnel Management, ADP Payroll, New Hire Orientations, Training, Employment Law, HRIS, Performance Management, Management, Leadership
Education
Pacific Lutheran University 2005 — 2010
BBA, HR/Management and Finance
Mount Si High School 2001 — 2005
General Studies
Symetra May 2015 - Present
Symetra August 2013 - June 2015
Symetra Financial March 2010 - August 2013
Pacific Lutheran University September 2005 - June 2010
Pacific Lutheran University March 2008 - March 2010
Skills
Human Resources, Recruiting, Customer Service, Onboarding, New Employee Orientation, ADP, Maestro LMS, SuccessFactors, Microsoft Excel, HR Metrics, Microsoft Office, Outlook, Personnel Management, ADP Payroll, New Hire Orientations, Training, Employment Law, HRIS, Performance Management, Management, Leadership
Education
Pacific Lutheran University 2005 — 2010
BBA, HR/Management and Finance
Mount Si High School 2001 — 2005
General Studies
Alyson Barham's Symetra Financial Experience 2004 - 2008
Job Accounting Manager at Callison
Industry Architecture & Planning
Experience
Callison 2008 - Present
Symetra Financial 2004 - 2008
Skills
Accruals, Account Reconciliation, Accounts Payable, Fixed Assets, Management, Internal Audit, General Ledger, Cost Accounting, Accounting, Financial Reporting, Customer Service, Payroll
Education
University of Washington 2005 — 2007
Finance, Accounting, Business Administration
Stanford University 1999 — 2001
Religious Studies, Cultural & Social Anthropology, Structured Liberal Education
Callison 2008 - Present
Symetra Financial 2004 - 2008
Skills
Accruals, Account Reconciliation, Accounts Payable, Fixed Assets, Management, Internal Audit, General Ledger, Cost Accounting, Accounting, Financial Reporting, Customer Service, Payroll
Education
University of Washington 2005 — 2007
Finance, Accounting, Business Administration
Stanford University 1999 — 2001
Religious Studies, Cultural & Social Anthropology, Structured Liberal Education
James Parrott's Symetra Financial Experience November 2006 - April 2012
Job Paralegal/Legal Researcher/Administrative and Creative Assistant
Industry Legal Services
Experience
Dr. Carolyne L. Wright, Associate Professor, NILA and Richard Hugo House April 2012 - Present
Garden City Group September 2012 - April 2013
Symetra Financial November 2006 - April 2012
Marten Law Group April 2006 - July 2006
Bennett Bigelow & Leedom, P.S. October 2005 - April 2006
Jones Day July 1993 - July 2005
Skills
Legal Research, Case Management, Business Communications, Document Management, Case Managment, Employee Benefits, Insurance, Litigation Management, Workers Compensation, Litigation Support, Courts
Education
Baltimore City Community College/University of Maryland in Baltimore
A.A, Paralegal Certification
University of Iowa
Bachelor of Arts, Liberal Arts
Dr. Carolyne L. Wright, Associate Professor, NILA and Richard Hugo House April 2012 - Present
Garden City Group September 2012 - April 2013
Symetra Financial November 2006 - April 2012
Marten Law Group April 2006 - July 2006
Bennett Bigelow & Leedom, P.S. October 2005 - April 2006
Jones Day July 1993 - July 2005
Skills
Legal Research, Case Management, Business Communications, Document Management, Case Managment, Employee Benefits, Insurance, Litigation Management, Workers Compensation, Litigation Support, Courts
Education
Baltimore City Community College/University of Maryland in Baltimore
A.A, Paralegal Certification
University of Iowa
Bachelor of Arts, Liberal Arts
Steven Mangini's Symetra Financial Experience January 2010 - Present
Job National Key Account Manager at Symetra Financial
Industry Insurance
Experience
Symetra Financial January 2010 - Present
Hartford Life December 2003 - January 2010
Hartford Life/ Institutional Investment Products April 2001 - December 2003
Aeltus Investment Management August 1997 - April 1999
Blue Ridge Insurance Company February 1996 - August 1997
Skills
Insurance, Analytics
Education
Plymouth State University 1990 — 1994
Bachelor of Science, Marketing
Symetra Financial January 2010 - Present
Hartford Life December 2003 - January 2010
Hartford Life/ Institutional Investment Products April 2001 - December 2003
Aeltus Investment Management August 1997 - April 1999
Blue Ridge Insurance Company February 1996 - August 1997
Skills
Insurance, Analytics
Education
Plymouth State University 1990 — 1994
Bachelor of Science, Marketing
Allison Palumbarit, CPA's Symetra Financial Experience April 2011 - September 2011
Job Assurance Professional
Industry Accounting
Experience
McGladrey October 2014 - Present
McGladrey October 2012 - October 2014
Symetra Financial April 2011 - September 2011
DaVita June 2010 - August 2010
Federal Aviation Administration June 2009 - August 2009
Jamba Juice August 2006 - December 2008
Education
Seattle University 2011 — 2012
Master of Professional Accounting
Seattle University 2007 — 2011
Bachelor of Arts in Business Administration, Accounting
Todd Beamer
McGladrey October 2014 - Present
McGladrey October 2012 - October 2014
Symetra Financial April 2011 - September 2011
DaVita June 2010 - August 2010
Federal Aviation Administration June 2009 - August 2009
Jamba Juice August 2006 - December 2008
Education
Seattle University 2011 — 2012
Master of Professional Accounting
Seattle University 2007 — 2011
Bachelor of Arts in Business Administration, Accounting
Todd Beamer
Duane Gerstenberger's Symetra Financial Experience August 2001 - January 2014
Job semiretired at Mary Lends a Hand (gardening and handyman services)
Industry Insurance
Experience
Mary Lends a Hand (gardening and handyman services January 2014 - Present
Symetra Financial August 2001 - January 2014
Safeco Mutual Funds October 2000 - May 2001
Insurance Advocates September 1999 - September 2000
self March 1997 - April 1999
National Federation of the Blind December 1979 - February 1997
Iowa Commission for the Blind June 1973 - November 1979
University of Iowa Hospital and Clinics June 1971 - May 1973
HLV Community Schools August 1968 - May 1971
Skills
Microsoft Excel, Leadership, Process Improvement, Business Analysis, Risk Management, Analysis, Outlook
Education
University of Dubuque 1965 — 1968
Bachelor of Arts (B.A.), English, German, education
Mary Lends a Hand (gardening and handyman services January 2014 - Present
Symetra Financial August 2001 - January 2014
Safeco Mutual Funds October 2000 - May 2001
Insurance Advocates September 1999 - September 2000
self March 1997 - April 1999
National Federation of the Blind December 1979 - February 1997
Iowa Commission for the Blind June 1973 - November 1979
University of Iowa Hospital and Clinics June 1971 - May 1973
HLV Community Schools August 1968 - May 1971
Skills
Microsoft Excel, Leadership, Process Improvement, Business Analysis, Risk Management, Analysis, Outlook
Education
University of Dubuque 1965 — 1968
Bachelor of Arts (B.A.), English, German, education
Fran Armstrong's Symetra Financial Experience December 2008 - March 2010
Job Professional Executive/Administrative Assistant
Industry Executive Office
Experience
Volt Services Group April 2010 - Present
Symetra Financial December 2008 - March 2010
Imprimis and UT Southwestern November 2007 - May 2008
Volt Services February 2007 - November 2007
North American Coal Corporation April 2005 - July 2006
HSB Solomon Associates January 1999 - February 2005
Education
Texas Woman's University
Bachelor, Education
Volt Services Group April 2010 - Present
Symetra Financial December 2008 - March 2010
Imprimis and UT Southwestern November 2007 - May 2008
Volt Services February 2007 - November 2007
North American Coal Corporation April 2005 - July 2006
HSB Solomon Associates January 1999 - February 2005
Education
Texas Woman's University
Bachelor, Education
AJ Wallner's Symetra Financial Experience September 2012 - Present
Job Product Analyst at Symetra
Industry Insurance
Experience
Symetra Financial September 2012 - Present
Envestnet Asset Management April 2010 - May 2012
Envestnet Asset Management January 2008 - April 2010
University of Idaho, College of Science April 2005 - August 2007
Education
University of Idaho 2003 — 2007
Bachelor of Science (BS)
Symetra Financial September 2012 - Present
Envestnet Asset Management April 2010 - May 2012
Envestnet Asset Management January 2008 - April 2010
University of Idaho, College of Science April 2005 - August 2007
Education
University of Idaho 2003 — 2007
Bachelor of Science (BS)
Penelope Browder's Symetra Financial Experience June 2004 - January 2014
Job Symetra
Industry Insurance
Shannon Harrington's Symetra Financial Experience January 2009 - January 2011
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
TS Capital, LLC October 2011 - July 2014
Symetra Financial January 2009 - January 2011
Lincoln Financial Distributors January 2007 - January 2009
AIG SunAmerica May 2004 - February 2007
U.S. Bancorp Private Asset Management May 2002 - May 2004
A.G. Edwards & Sons, Inc. May 2001 - May 2002
Putnam Investments September 1994 - May 2001
Skills
Mutual Funds, Pensions, Annuities, Wholesaling, 401k, Fixed Annuities, Retirement Planning, Investments, Variable Annuities, Unit Investment Trusts, Asset Allocation, Separately Managed..., Portfolio Management, Financial Advisory, Wholesale, Series 63, ETFs
Education
University of Massachusetts, Amherst 1986 — 1988
Masters, Music
University of North Carolina School of the Arts 1982 — 1986
Bachelors, Music
TIAA-CREF July 2014 - Present
TS Capital, LLC October 2011 - July 2014
Symetra Financial January 2009 - January 2011
Lincoln Financial Distributors January 2007 - January 2009
AIG SunAmerica May 2004 - February 2007
U.S. Bancorp Private Asset Management May 2002 - May 2004
A.G. Edwards & Sons, Inc. May 2001 - May 2002
Putnam Investments September 1994 - May 2001
Skills
Mutual Funds, Pensions, Annuities, Wholesaling, 401k, Fixed Annuities, Retirement Planning, Investments, Variable Annuities, Unit Investment Trusts, Asset Allocation, Separately Managed..., Portfolio Management, Financial Advisory, Wholesale, Series 63, ETFs
Education
University of Massachusetts, Amherst 1986 — 1988
Masters, Music
University of North Carolina School of the Arts 1982 — 1986
Bachelors, Music
Kenneth Hanson's Symetra Financial Experience May 2008 - December 2010
Job Regional Sales Director at RiverSource Life Insurance
Industry Insurance
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Symetra Financial May 2008 - December 2010
American National Insurance Company July 2006 - May 2008
Kelmoore Investment Company January 2001 - January 2006
First Variable Life Insurance Company January 1999 - January 2001
Fortis Financial Group 1991 - 1997
Education
University of Minnesota Duluth
Bachelor, Business Administration
Ameriprise Financial Services, Inc. March 2012 - Present
Symetra Financial May 2008 - December 2010
American National Insurance Company July 2006 - May 2008
Kelmoore Investment Company January 2001 - January 2006
First Variable Life Insurance Company January 1999 - January 2001
Fortis Financial Group 1991 - 1997
Education
University of Minnesota Duluth
Bachelor, Business Administration
Diann Dickey's Symetra Financial Experience May 1998 - May 2005
Job Managing Broker at John L. Scott Real Estate Sequim
Industry Real Estate
Experience
John L. Scott Real Estate Sequim September 2010 - Present
Symetra Financial May 1998 - May 2005
Microsoft Corporation April 1995 - May 1998
Skills
Investments, Negotiation, Underwriting, Investment Properties, Real Estate, Buyer Representation, Real Estate Transactions
Education
University of Alaska Fairbanks 1965 — 1975
Bachelor +, Cultural Anthropology, Education
John L. Scott Real Estate Sequim September 2010 - Present
Symetra Financial May 1998 - May 2005
Microsoft Corporation April 1995 - May 1998
Skills
Investments, Negotiation, Underwriting, Investment Properties, Real Estate, Buyer Representation, Real Estate Transactions
Education
University of Alaska Fairbanks 1965 — 1975
Bachelor +, Cultural Anthropology, Education
Bill DeFelice's Symetra Financial Experience 1997 - Present
Job Regional Group Manager at Symetra Financial
Industry Insurance
Experience
Symetra Financial 1997 - Present
Education
The University of Connecticut 1987 — 1992
BS, Business Administration, Finance
Symetra Financial 1997 - Present
Education
The University of Connecticut 1987 — 1992
BS, Business Administration, Finance
Kay Montoya's Symetra Financial Experience July 1998 - Present
Job Quality Assurance Analyst
Industry Research
Experience
Symetra Financial July 1998 - Present
Education
Renton Technical College
Associate Degree
Symetra Financial July 1998 - Present
Education
Renton Technical College
Associate Degree
Brian Ito's Symetra Financial Experience August 2010 - August 2011
Job Actuarial Assistant at Symetra
Industry Financial Services
Experience
Symetra February 2014 - Present
Symetra December 2013 - February 2014
Symetra July 2012 - February 2014
Symetra Financial August 2010 - August 2011
University of Washington June 2007 - August 2010
Skills
Microsoft CRM, Econometrics, Fixed Annuities, R, SQL, Microsoft Excel, Java, Variable Annuities, Eviews, Microeconomics, Matlab, SAS, Access, Economic Statistics, Mathematical Modeling, Equity Indexed Annuities, Probability, Hyperion Financial..., Lawson General Ledger, Income Annuities, Financial Mathematics, US GAAP, Statutory Accounting, Time Value of Money, Reserving, Financial Reporting, Fortran
Education
University of California, Santa Barbara 2011 — 2012
MA, Economics, 3.96
University of Washington 2006 — 2010
BS, Economics, Applied and Computational Mathematical Sciences, Overall: 3.78, Major: 3.88
Symetra February 2014 - Present
Symetra December 2013 - February 2014
Symetra July 2012 - February 2014
Symetra Financial August 2010 - August 2011
University of Washington June 2007 - August 2010
Skills
Microsoft CRM, Econometrics, Fixed Annuities, R, SQL, Microsoft Excel, Java, Variable Annuities, Eviews, Microeconomics, Matlab, SAS, Access, Economic Statistics, Mathematical Modeling, Equity Indexed Annuities, Probability, Hyperion Financial..., Lawson General Ledger, Income Annuities, Financial Mathematics, US GAAP, Statutory Accounting, Time Value of Money, Reserving, Financial Reporting, Fortran
Education
University of California, Santa Barbara 2011 — 2012
MA, Economics, 3.96
University of Washington 2006 — 2010
BS, Economics, Applied and Computational Mathematical Sciences, Overall: 3.78, Major: 3.88
Richard Smolinski's Symetra Financial Experience May 2011 - Present
Job VP and Senior Actuary at Symetra Financial
Industry Insurance
Experience
Symetra Financial May 2011 - Present
Hartford Life Insurance Company August 2008 - April 2011
CIGNA October 2000 - July 2008
Hartford Life May 1992 - September 2000
Amica Mutual Insurance Co. August 1989 - May 1992
Skills
Life Insurance
Education
The University of Connecticut 1987 — 1989
Bachelor of Arts (B.A.), Actuarial Mathematics, 3.4
Symetra Financial May 2011 - Present
Hartford Life Insurance Company August 2008 - April 2011
CIGNA October 2000 - July 2008
Hartford Life May 1992 - September 2000
Amica Mutual Insurance Co. August 1989 - May 1992
Skills
Life Insurance
Education
The University of Connecticut 1987 — 1989
Bachelor of Arts (B.A.), Actuarial Mathematics, 3.4
Kimberly McClain's Symetra Financial Experience December 2007 - September 2008
Job Senior Accountant at Signator Financial Services, Inc. (formerly Symetra Investment Services, Inc.)
Industry Financial Services
Experience
Signator Financial Services, Inc. (formerly Symetra Investment Services, Inc.) October 2013 - Present
Signator Financial Services, Inc (formerly Symetra Investment Services, Inc.) July 2010 - October 2013
Symetra Investment Services September 2008 - July 2010
Symetra Financial December 2007 - September 2008
Fred Meyer June 2000 - December 2007
Skills
General Ledger, Financial Analysis, Accounting, Financial Reporting, Strategic Financial..., Managerial Finance, Analysis, Microsoft Excel, Insurance, Securities, Business Analysis, Account Reconciliation, Microsoft Word, Data Analysis, Variance Analysis, Process Improvement, Oracle Applications, Microsoft Office..., Microsoft Office, Microsoft SQL Server, Lawson General Ledger, Hyperion Planning, Microsoft Dynamics, Adobe Acrobat..., Journal Entries
Education
University of Phoenix 2004 — 2006
Bachelor's degree, Accounting
San Jose State University 1988 — 1990
General Education Coursework, Computer Science / Accounting
Signator Financial Services, Inc. (formerly Symetra Investment Services, Inc.) October 2013 - Present
Signator Financial Services, Inc (formerly Symetra Investment Services, Inc.) July 2010 - October 2013
Symetra Investment Services September 2008 - July 2010
Symetra Financial December 2007 - September 2008
Fred Meyer June 2000 - December 2007
Skills
General Ledger, Financial Analysis, Accounting, Financial Reporting, Strategic Financial..., Managerial Finance, Analysis, Microsoft Excel, Insurance, Securities, Business Analysis, Account Reconciliation, Microsoft Word, Data Analysis, Variance Analysis, Process Improvement, Oracle Applications, Microsoft Office..., Microsoft Office, Microsoft SQL Server, Lawson General Ledger, Hyperion Planning, Microsoft Dynamics, Adobe Acrobat..., Journal Entries
Education
University of Phoenix 2004 — 2006
Bachelor's degree, Accounting
San Jose State University 1988 — 1990
General Education Coursework, Computer Science / Accounting
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO