The Holden Group
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The Holden Group Employees
DC Metro TravelHost & Avalon Media, LLC May 2013 - Present
Lighthouse Development, LLC June 2000 - April 2013
Benton County Planning Commission July 2008 - October 2012
Avoca Fire and Recue September 2008 - September 2012
ABLE - Association for Beaver Lake Environment August 2004 - August 2012
Beaver Lake Watershed Alliance March 2010 - October 2011
The Holden Group June 1989 - July 2001
Skills
Advertising, Marketing, Marketing Strategy, New Business Development, Marketing Communications, Online Advertising, Direct Marketing, Editing, B2B, Lead Generation, Start-ups, Strategy, Email Marketing, Magazines, Online Marketing, Strategic Partnerships, Leadership, Public Relations, Social Networking, Publishing, Integrated Marketing, Brand Development, Entrepreneurship, Digital Media
Education
University of Maryland University College 2012 — 2016
Currently Enrolled: BA, Communications, May 2016, Business/Corporate Communications
University of Maryland College Park
Geology
Carlson Advisors, LLP August 2014 - Present
Caron Goodman Consulting March 1999 - Present
Ticketmation LLC August 2006 - Present
ABG Marketing and Business Communications October 2008 - July 2010
Veterinary Pet Insurance Company January 2006 - August 2007
Superior National Insurance Group September 1999 - March 2000
Management Support Technology September 1994 - March 1999
The Holden Group December 1992 - March 1994
Ernst & Young June 1980 - December 1992
Skills
Start-ups, Turn Arounds, Execution Management, Financial Analysis, Financial Management, Big 4, Budget Preparation, Operational Reviews, Financial Metrics, Data Warehousing, Data Mining, Financial Forecasting, Sensitivity Analysis, Scenario Analysis, Bank Relationship...
Education
Claremont McKenna College 1977 — 1980
Bachelor of Arts, Economics/Accounting & Mathematics
San Marino High School 1972 — 1976
Self-employed: Curriculum Development June 2011 - Present
Self-Employed Freelance Curriculum Development / Behavioral-Mental Health September 2008 - June 2012
MGM Resorts International March 2007 - September 2008
George S. May, International November 2005 - February 2007
Tacoma Public School District August 1995 - June 2003
Kansas City Missouri Public School District July 1993 - July 1995
Los Angeles Unified School District September 1992 - June 1993
The Holden Group August 1991 - August 1992
Los Angeles County Office of Education September 1989 - June 1991
South Seattle Community College August 1987 - December 1988
Skills
Instructional Design, E-Learning, Curriculum Development, Curriculum Design, Teacher Training, Teachers, Educational Leadership, K-12, Staff Development, Teaching, ADDIE, Leadership Development, Coaching, Training, Team Building, Leadership, Conflict Resolution, Strategic Planning, Program Management, Change Management, Organizational..., Public Speaking, Research, Customer Service, Adult Education
Education
Seattle University 1984 — 1988
ED.D. ( but for... - terminus ABD: 79 doctoral credits), Educational Leadership and Administration, General, 3.50
The University of Memphis 1978 — 1980
no-degree, Curriculum Design / Anthropology, 3.5
DePaul University 1971 — 1975
Masters of Arts, Curriculum and Instruction, 3.175
Governors State University 1972 — 1974
no-degree, Masters Program, non-graded curriculum
Idaho State University 1962 — 1966
Bachelors of Arts, Secondary Education and Teaching, 2.67
MetLife September 2004 - Present
Security First Group January 1997 - September 2004
The Holden Group May 1992 - January 1997
Skills
Fixed Annuities, Variable Annuities, Disability Insurance, Estate Conservation..., Education Funding, IRA..., Long Term Care Insurance, Mortgage Protection..., Medicare Supplement..., Pension Payout..., Pension..., Mutual Funds, Tax Sheltered..., Term Life Insurance, Universal Life Insurance, Variable Universal Life..., Whole Life Insurance, Charitable Gift
Education
Salem State University 1986 — 1991
Bachelor's Degree
SBTV.com May 2003 - Present
AIG October 1998 - November 2001
Global Health Network November 1992 - July 1998
The Holden Group July 1975 - February 1992
Skills
Online Advertising, Advertising, Digital Strategy, Start-ups, Social Media Marketing, Business Development, Sales, Digital Marketing, Marketing, Strategic Planning, New Media, Account Management, Marketing Communications, SEO, Social Media, Mobile Advertising, Digital Media, Marketing Strategy, Management, Lead Generation, Email Marketing, Direct Marketing, Strategic Partnerships
Education
Ohio University 1967 — 1970
BSC, Organizational Communication
Great-West Financial August 1990 - Present
Client Relationship Director at Empower Retirement August 1990 - Present
Great-West Retirement Services 1990 - January 2012
The Holden Group 1980 - 1990
Oakland Unifed School District 1975 - 1980
Skills
Series 63, 401k, Mutual Funds, Fixed Annuities, Retirement Planning, Retirement, Retirement Plan..., Series 7, Investments, ERISA, Pensions, Investment Advisory, Financial Services, Roth IRA, Insurance, Employee Benefits, Strategic Financial..., IRAs, FINRA, Asset Allocation, Defined Benefit, Series 24, Wealth Management, Investment Strategies, Long-term Care, Securities, Financial Advisory, Relationship Management, Asset Management, Defined Contribution, CRM, Portfolio Management, Series 6, Life Insurance, Series 65, Profit Sharing, 401k Rollovers, Disability Insurance, Uniform Combined State..., ETFs, Commingled Trusts, Series 26, Variable Annuities, Benefits Administration, Life & Health Insurance..., Alternative Investments, Financial Planners, Long Term Care Insurance, Wealth Accumulation, Mergers & Acquisitions
Education
Cal State Hayward 1971 — 1975
Bachelor of Science, Kinesology
Contra Costa College 1969 — 1971
Associate of Science (A.S.), General Studies
Regina M. Levy, CPA September 2002 - Present
NEC Business Communications February 1992 - February 1994
Luz International September 1989 - July 1991
The Holden Group September 1987 - September 1989
Touche Ross 1981 - 1986
Vicenti, Lloyd & Stutzman 1980 - 1982
Skills
Budgets, QuickBooks, Bookkeeping, Tax, Accountants, Tax Preparation, Corporate Finance, General Ledger, Mergers & Acquisitions, Account Reconciliation, Estate Planning, Small Business, Income Tax, Corporate Tax, CPA, Accounting, Financial Reporting
Education
Santa Clara University - Leavey School of Business 1977 — 1980
Bachelor of Commerce (B.Com.), Accounting
MMI October 2014 - Present
LifeYield LLC November 2008 - Present
Becket-Chimney Corners YMCA Camps 2005 - July 2013
The Phoenix Companies November 2004 - August 2008
Phoenix Life Insurance Company 1995 - 2008
Phoenix Investment Partners 1995 - 2004
Putnam Investments December 1992 - November 1995
Morgan Stanley September 1985 - December 1992
Dean Witter 1985 - 1992
The Holden Group 1983 - 1985
Skills
Wealth Management, Series 7, Asset Managment, Alternative Investments, Asset Allocation, Series 63, Investments, Mutual Funds, Fixed Annuities, Retirement, Business Strategy, Financial Services, ETFs, Asset Management, Securities, Financial Advisory, Retirement Planning, Investment Management, 401k, Portfolio Management, Insurance, Strategy, Investment Advisory, Hedge Funds, Series 24, Estate Planning, FINRA, Investment Strategies, Personal Finance, Series 6, Separately Managed..., Series 65, Equities, Strategic Financial..., Product Marketing, Product Management, Bonds, Leadership, Relationship Management, Wealth, Investor Relations, Financial Planning
Education
The University of Connecticut 1970 — 1974
BA, English
Webster University 2005 - Present
MidWest US-China Association 2011 - Present
Webster University September 2005 - Present
The Holden Group 2005 - Present
Fix the Debt Campaign 2012 - Present
MEI - Missouri Energy Initiative 2012 - Present
State of Missouri January 2001 - January 2005
Midwestern Governors Association 2003 - 2003
State of Missouri January 1993 - January 2001
U.S. Congressman Richard Gephardt 1989 - 1991
Education
Missouri State University 1967 — 1973
Bachelor's degree, Political Science and Government
United Way of Addison County June 2005 - Present
Addison County Humane Society March 1999 - June 2001
Kathleen McGowan CPA September 1989 - September 1998
The Holden Group September 1988 - August 1989
Price Waterhouse September 1985 - September 1988
Skills
Grant Writing, Non-profits, Grants, Community Outreach, Volunteer Management, Fundraising, Program Development, Nonprofits, Board Development, Non-profit..., Program Evaluation, Public Policy, Annual Giving, Community Organizing, Workshop Facilitation, Philanthropy, Stewardship, Event Planning, Public Speaking, Community Development, Proposal Writing, Social Entrepreneurship, Strategic Communications, Leadership Development, Public Relations, Policy Analysis, Organizational..., Staff Development, Corporate Social..., Policy, Program Management, Board Relations, Event Management, Government
Education
Woodbury College 2000 — 2001
Certificate program, Mediation & Conflict Resolution
University of California, Santa Barbara 1981 — 1985
BS, Economics - Accounting
California Institute of Technology January 2001 - April 2009
Transamerica 1998 - 2000
The Holden Group 1987 - 1994
Skills
Budgets, PowerPoint, Financial Reporting, Microsoft Excel, Microsoft Office, Analysis, Accounting, Sarbanes-Oxley Act, Strategic Planning, Customer Service, Internal Controls, Excel, Process Improvement
Education
California Polytechnic State University-San Luis Obispo 1970 — 2009
B.S., Business Admin - Acctg
University of Redlands
MBA
Sammons Financial Group Member Companies February 2014 - Present
Athene USA October 2013 - February 2014
Aviva August 2010 - October 2013
ING 2000 - 2002
ING 1994 - 2000
ING 1992 - 1994
The Holden Group 1991 - 1992
Transamerica 1988 - 1991
Skills
Risk Management, Valuation, Investments, Analysis, Actuarial Science, ALM, Risk Analysis, Product Development, Financial Risk, Life Insurance, Fixed Annuities, Enterprise Risk..., Insurance
Education
University of Iowa 1984 — 1988
BS, Actuarial Science; Business
Jason Saito Graphic Design Art DirectorWeston GraphicsJune 2004 - July 2010
Obun Hawaii, Inc. January 2000 - March 2004
Respree.com July 1999 - March 2004
The Holden Group April 1987 - February 1994
Education
ArtCenter College of Design 1987 — 1991
Extension Coursework, Graphic Design
Platt College of Graphic Design 1986 — 1987
Certification, Graphic Design and Production
TrulyYoursDesigns 2001 - Present
Non profit organizations 1998 - Present
VALIC 1998 - 1999
VALIC March 1994 - December 1997
The Holden Group 1990 - 1994
The Holden Group 1987 - 1990
Skills
Sales & Marketing..., Consulting, Marketing Communications, Employee Training, Recruiting, Teaching Adults, Sales Management
Education
Cambridge College
Regulatory Consultants, Inc. 2008 - 2009
Colorado Division of Insurance 2000 - 2006
Florida Department of Insurance Division of Insurer Services 1996 - 2000
Superior Insurance Company 1996 - 1996
Florida Department of Insurance Division of Insurer Services 1994 - 1996
Prudential Insurance Company 1993 - 1994
The Holden Group 1992 - 1993
Erwin Insurance Agency - Franchised Auto Dealers Insurance Program 1988 - 1992
Cecil W. Powell & Company 1987 - 1988
Federated Mutual Insurance Company 1982 - 1987
Skills
Microsoft Word, Microsoft Excel, Insurance, Management, Claim, Fixed Annuities, Disability Insurance
Education
Florida State University
B.S.