The Todd Organization
Industry: Insurance company
DescriptionHeadquarters: Rocky River, OH Founded: 1957 Parent organization: The Newport Group, Inc.
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The Todd Organization Employees
Teesnap September 2015 - Present
GoodData April 2014 - August 2015
Aflac December 2013 - March 2014
The Todd Organization January 2009 - January 2014
Parklane Mattresses May 2013 - October 2013
RL Reimers Co. June 2012 - September 2012
Waverley Country Club January 2009 - July 2012
Skills
Insurance, Health Insurance, General Insurance, Life Insurance, Disability Insurance, Sales Presentations, Customer Interaction, Speech, Sales, Customer Satisfaction, Software Solution Sales, Building Relationships, Management, Marketing, Leadership, Customer Service, Microsoft Excel, PowerPoint, Social Media, Social Media Marketing, Time Management, Event Planning, Social Networking, Microsoft Office, Microsoft Word, Public Speaking
Education
University of Oregon 2009 — 2013
General Social Science- Applied Business and Economics
University of Portland 2008 — 2009
Hewitt Associates (now Aon Hewitt) February 2005 - September 2007
Aon Consulting (now Aon Hewitt) April 1999 - February 2005
The Todd Organization October 1996 - April 1999
Hewitt Associates LLC (Now Aon Hewitt) August 1994 - August 1996
F. H. Langsenkamp Co. March 1992 - July 1994
Allstate August 1990 - March 1992
Skills
Project Management, Deferred Compensation, Talent Acquisition, Interviews, Strategy, Employee Benefits, Client Liaison, Defined Benefit, Non-Qualified Deferred..., Performance Management, Cross Functional Team..., Employee Training, Employee Management, Process Improvement
Education
Baylor University 1985 — 1989
Bachelor's Degree, Human Resources Managment
Bissinger's Handcrafted Chocolatier February 2015 - Present
O'Brien Analytical November 2012 - Present
Swank Audio Visuals October 1996 - November 2012
The Todd Organization June 1993 - September 1996
The Missouri Institute of Mental Health October 1992 - June 1993
Edison Brothers May 1988 - November 1992
Skills
Hospitality, Inventory Management, Meeting Planning, Accounting, Accounts Payable, Purchase Management, Purchasing Processes, Purchase Orders, Purchase Contracts, Account Reconciliation, Accounts Receivable, Fixed Assets, Asset Managment, Asset Tracing, Inventory Control, Web Design, Website Development, Capital Equipment, Customer Service, Hotels, Trade Shows, Financial Reporting, Contract Management, Invoicing, Budgets, AV, Microsoft Excel, Forecasting, ADP Payroll, Resorts, Production Managment, Purchasing, SAP, Asset Management, General Ledger, Management, PowerPoint, Procurement, Contract Negotiation, Corporate Events, Bank Reconciliation, Hospitality Management, Income Statement, Operations Management, Mas 90, Hospitality Industry, Event Management, Process Scheduler, Supply Chain
Education
Western Governors University 2013 — 2014
Bachelor's Degree, Information Technology Management
St. Louis Community College 2010 — 2011
Information Systems-Software Development
University of Missouri-Saint Louis 1993 — 1995
Accounting
St. Louis Community College 1991 — 1993
Associate of Arts (AA), Accounting
Rodan + Fields September 2015 - Present
HBD, Inc. Pacific Concepts May 2011 - Present
Buckhead Betties January 2008 - April 2011
The Club at Oak Branch March 2007 - January 2008
The Todd Organization September 2004 - February 2007
Skills
Sales, Customer Service, Account Management, Sales Management, Marketing Communications, Selling, Cold Calling, Purchasing, Customer Satisfaction, Direct Sales, Negotiation, Marketing Strategy, Advertising, Sales Operations, Marketing, New Business Development, Social Media Marketing, Email Marketing, Event Planning, Social Media, Public Relations, Training, Contract Negotiation, Small Business, Online Marketing, Social Networking, Budgets, Team Building, Online Advertising, Strategic Planning, Business Development, Coaching, Event Management, Employee Benefits, Recruiting, Public Speaking, Trade Shows, Insurance, SEM, SEO, SALES VETERAN *..., Customer Retention, Leadership, Strategy, Retail, Management, Healthcare, Sales Process
Education
Alamance Community College
Dental Assisting
Education: University of South Carolina, Colombia, SC
Secretarial Science
Brown Smith Wallace June 2013 - Present
Trinity Packaging June 2012 - June 2013
Maxwell Business Partners, LLC March 2007 - June 2012
The Todd Organization November 2005 - February 2007
Brown Smith Wallace May 2000 - November 2005
Skills
Management
Education
University of Missouri-Saint Louis 2010 — 2012
Bachelorette Certificate in Accounting, Accounting
University of Missouri-Columbia 1997 — 2000
BS, Personal Finance
The KNW Group December 2006 - Present
The Todd Organization October 1995 - December 2006
Skills
Retirement Planning, Retirement, Wealth Management, Executive Pay, Investments, Securities, Insurance, Executive Benefit..., Non-Qualified Deferred..., Carve-outs, Corporate Benefits, Synthetic Equity
Education
Santa Clara University 1989 — 1993
Corvilla, Inc. October 2010 - Present
The Todd Organization June 1986 - October 2010
Skills
Payroll, Finance, Auditing, Policy, Analysis, Microsoft Excel, Access, Microsoft Word, QuickBooks, Databases, Operational Efficiency, Nonprofits, Organization, Non-profits, Benefits Administration, Financial Analysis, Executive Benefit..., Executive Benefits, Qualified Retirement..., Non-Qualified Deferred..., Accounting, Executive Pay, Team Building, Management, Strategic Planning, Budgets
Education
Indiana University South Bend
Bachelor's degree, Accounting
Riley High School
Honda Aero, Inc November 2013 - Present
InterAct Public Safety 2011 - 2013
InterAct Public Safety 2008 - 2011
GMAC Insurance 2007 - 2008
The Todd Organization 2006 - 2007
Wilson-Cook Medical 2005 - 2006
Lexington State Bank 2005 - 2005
Willis Re 2000 - 2004
AT&T 1998 - 2000
Skills
C#, ASP.NET, ASP.NET AJAX, Microsoft SQL Server, Full SDLC, Release Management, Software Design, Product Management, Product Design, Product Development, Software Development, Software Engineering, Software Documentation, HTML, CSS, Visual Basic 5.0/6.0, Access Database, SSRS, Agile Methodolgy, Agile Methodologies, Databases, Web Applications, Enterprise Software, Visual Basic, Scrum, Integration, XML, Web Services, SharePoint, SQL, SDLC, Enterprise Architecture, Business Intelligence, Access, SOAP, T-SQL, Database Design, LINQ, VB.NET, Windows, Crystal Reports, IIS, Visual Studio, Object Oriented Design, Project Management, Requirements Analysis, Testing, Oracle, Git, .NET
Education
University of North Carolina at Wilmington 1995 — 1998
Bachelor of Science (B.S.), Business Systems
University of North Carolina at Wilmington 1994 — 1998
Bachelor of Science (B.S.), Business Systems, 3.5
The Newport Group July 2007 - Present
The Todd Organization 2003 - 2007
Clark Consulting 1998 - 2003
American Express Financial Advisors 1997 - 1998
TASP International 1992 - 1997
Skills
Executive Compensation, Financial Planning, Deferred Compensation, Retirement Planning, Defined Benefit, Sales, Life Insurance, Executive Pay, Series 7, Strategic Financial..., Investments, Employee Benefits, Retirement, Insurance, Mutual Funds, Financial Services
Education
The American College 1997 — 2001
CLU, ChFC, Financial Planning
Penn State University 1991 — 1995
B.S., Finance, Economics
Siemens Industry, Inc. July 2009 - Present
ManTech March 2004 - April 2009
CGI-AMS July 2003 - March 2004
Dick Corporation August 2001 - August 2002
The Todd Organization February 2000 - July 2001
Skills
Forecasting, Financial Analysis, Budgets, Strategic Planning, Cash Management, Procurement, Operations Management, Performance Improvement, Infrastructure, Technology Integration, Process Improvement, Program Management, Government Contracting, Analysis, Pricing, DoD, Business Analysis, Hyperion Enterprise, Earned Value Management, Security, Change Management, Integration, Project Management, Business Process..., Strategic Financial..., Strategy, Managerial Finance, Variance Analysis, Management, Security Clearance, ERP, SAP, Cost Accounting, Financial Reporting, Government, Accounting, PeopleSoft, Government Procurement, Defense, Essbase, Federal Government, Finance
Education
Robert Morris University 2002 — 2003
MBA, Business Management
Robert Morris University 1997 — 1999
BSBA, Finance
Key Risk Management Services (a W.R. Berkley company) October 2007 - March 2012
The Todd Organization 2006 - 2007
Seven R Transportation, LLC 2000 - 2006
Skills
Financial Reporting, Financial Analysis, Financial Statements, Consolidated Financial..., Treasury Management, Corporate Finance, FRx, Oracle General Ledger, peoplesoft general..., Hyperion Reports, Microsoft Excel, Essbase Excel Add-in, General Ledger..., General Ledger, Journal Entries, Account Reconciliation, Accounts Receivable, accounts payable, collections, Pivot Tables, H lookup, V lookups, insurance, transportation, Budget Process, Capital Budgeting, Asset Management, Fixed Asset Management, Fixed Asset Depreciation, depreciation, Financial Forecasting, Forecasting, Department Budgeting, Cost Accounting, Manufacturing..., Client Service Oriented, Team-oriented, Workflow synchronization, Procedure Manuals, Procedure Development, Internal Control..., Internal Controls..., Team Leadership, Accounting Manager, Workers Compensation, Management, Accounts Payable, Payroll, Accounting, Accruals
Education
Rollins College
Bachelor of Science (BS), Accounting
Korn/Ferry International April 2011 - Present
Development Dimensions International August 2009 - April 2011
Development Dimensions International November 2005 - August 2009
DDI 2005 - 2009
Coordinated Care Network June 2003 - November 2005
American Innovative Management Group July 2000 - June 2003
Entelechy Health Systems February 2000 - July 2000
The Todd Organization August 1998 - February 2000
American Innovative Management Group December 1991 - August 1998
Logistics Management Corporation May 1989 - December 1991
Skills
Continuous Improvement, Change Management, Process Improvement, Project Management, Operations Management, Management, CRM, Consulting, Six Sigma, Talent Management, Business Development, Leadership, Strategy, Coaching, Training, Strategic Planning, Organizational..., Performance Management, Leadership Development, Executive Coaching, Sales, Human Resources
Education
Villanova University 2009 — 2010
Masters Certification, Lean Six Sigma
Kent State University 1982 — 1987
Bachelor of Arts, Communications
Georgia Tech Professional Education September 2015 - Present
The London Trading Company & Southern Traditions September 2014 - Present
The Todd Organization October 2014 - April 2015
Skills
Microsoft Word, Microsoft Office, Leadership
Education
Georgia Institute of Technology 2013 — 2017
Bachelor’s Degree, Business Administration, Junior
Georgia Institute of Technology
Business Administration and Management, General, Sophomore
The Newport Group August 2010 - Present
The Newport Group 2007 - August 2010
The Todd Organization February 2006 - 2007
United Way of Greater High Point February 2002 - February 2006
United Way of Cleveland County December 1997 - February 2002
Skills
Management, Training, CRM, Relationship Management, Marketing, Project Planning, Retirement, Mutual Funds, Sales Operations, Budgets, Employee Benefits, Insurance, Investments, Retirement Planning, Sales, Financial Services, 401k, Strategic Planning
Education
University of North Carolina at Chapel Hill 2000 — 2003
Masters
Davidson College 1992 — 1996
BA, Psychology
gTECHserv November 2000 - Present
The Todd Organization March 1999 - November 2000
Powerhouse Color January 1994 - March 1999
US Army May 1990 - January 1994
Skills
Cloud Computing, Network Security, Virtualization, Small Business Server, Disaster Recovery, Windows Server, Active Directory, Hyper-V, Managed Services, Security, VPN, Integration, Network Administration, Microsoft Exchange, SaaS, Windows 7, PaaS, Windows, VoIP, IT Infrastructure..., Remote Desktop, Unified Threat..., Unified Communications, Dell Workstations, Dell PowerEdge Servers, Offsite Backup, Digital Surveillance, Level Platforms, Data Center, WAN, SAN
Education
Florida Institute of Technology 1985 — 1989
Bachelor of Science (BS), Electrical and Electronics Engineering
The Todd Organzaion January 2014 - Present
The Todd Organization 1980 - Present
The Todd Organization January 2009 - December 2013
Association for Advanced Life Underwriting 2008 - 2009
Skills
Retirement Planning, 401k, Defined Benefit, Supplemental Executive..., Corporate Owned Life..., Non Qualified Deferred..., Communication and..., Series 63, Financial Planners, Strategic Financial..., ERISA, Employee Benefits, Term Life Insurance, Strategic Planning, Insurance, Wealth, Financial Services, Investments, Finance, Wealth Management, Long-term Care, Mutual Funds, Fixed Annuities, Asset Allocation, Investment Advisory, Retirement Plan..., Financial Planning
Education
University of Missouri-Saint Louis 1966 — 1970
BA Business, Accounting, Finance
Normandy HS 1963 — 1966
Diploma
Vacation Rentals of North Myrtle Beach October 2010 - Present
Grand Strand Vacation Rentals August 2008 - June 2010
The Todd Organization September 2004 - June 2008
Re/Max Southern Shores 2006 - 2008
Healthy Pet Corporation September 2001 - July 2004
Shef's Restaurant July 1997 - February 2002
Skills
Notary Public, Quickbooks, Management Consulting, Accounting, Office Management, Property Management, Rental Properties, Rentals, SEO, Social Media Marketing, Marketing Strategy, Customer Service, Financial Accounting, Property, Vacation, Small Business, Human Resources, Vacation Rental, Rental Management, Resorts, Marketing, Hospitality, Referrals, Online Marketing, Leases, Negotiation, Account Management, Accounts Receivable, Hospitality Management, Tourism, Vacation Homes, Condos, Entrepreneurship, Management, Contract Negotiation, Sales, New Business Development, Event Management, Social Media, Email Marketing, Online Advertising, Strategic Planning
Education
Sacred Heart University 1989 — 1991
Accounting
The Todd Organization January 1995 - Present
Empire of America September 1983 - September 1987
Skills
Defined Benefit, Executive Pay, Microsoft Office, Pensions, Retirement, Employee Benefits, Retirement Planning, Financial Services, Financial Analysis, Process Improvement, Insurance
Education
St. Francis University 1979 — 1983
BS, Accounting, Quantitative Analysis
The Todd Organization
Skills
Insurance, Life Insurance, Retirement Planning, Retirement, Employee Benefits, Disability Insurance, Financial Planning, 401k, Investments, Fixed Annuities, Non-Qualified Deferred...
Education
Washington University in St. Louis - Olin Business School 1984 — 1986
MBA, Finance
St. Norbert College 1970 — 1974
Bachelor’s Degree, Music and Mathematics
Toyota Financial Services September 2013 - Present
The College of Wooster August 2011 - August 2013
The College of Wooster May 2010 - August 2013
The College of Wooster August 2009 - August 2013
Charles G. Koch Charitable Foundation June 2008 - July 2009
Charles G. Koch Charitable Foundation June 2007 - May 2008
The Todd Organization June 2001 - June 2003
Maxim Group October 1999 - May 2001
Ford Motor Credit May 1998 - September 1999
Skills
Applied Econometrics, Econometrics, Economic Modeling, Economic Forecasting, Financial Analysis, Forecasting, Project Management, Financial Modeling, Data Analysis, Stata, Excel, SAS, R, Economics, Financial Economics, Valuation, Problem Solving, PowerPoint, Microsoft Office, Word, Matlab, Social Entrepreneurship, Research, Policy Analysis, Non-profits, Urban Economics, Teaching
Education
Florida State University 2004 — 2009
PhD, Economics
University of North Carolina at Greensboro 2002 — 2004
MA, Applied Economics
Lake Superior State University 1994 — 1998
BS, Finance & Economics
ProMinent Fluid Controls, Inc. December 2004 - Present
ProMinent Fluid Controls, Inc. January 1995 - December 2004
The Todd Organization June 1990 - December 1990
Skills
Water Treatment, Key Account Management, Reverse Osmosis, Cooling Water, New Business Development, Instrumentation, SAP, Sales Management, Pumps, Product Development, Account Management, Boilers, Energy, Sales Operations, Market Development
Education
Robert Morris University 1992 — 1995
Master of Business Administration (MBA), Business
University of Pittsburgh 1986 — 1990
Bachelor of Arts (B.A.), Economics
The Bank of New York Mellon December 2009 - Present
BNY Mellon February 2008 - December 2009
Mid Atlantic Capital Group, Inc. November 2005 - February 2008
Federated Investors, Inc. December 2004 - November 2005
The Todd Organization August 2000 - August 2004
Dreyfus Investment Services Corporation August 1995 - August 2000
Skills
Financial Services, Investments, ERISA, Defined Contribution, Defined Benefit, Client-focused, Relationship Management, Auditing, Mutual Funds, Financial Analysis, Client Facing Skills, Relationship Mgmt, Accounting, Business Process..., Asset Management, Banking, Risk Management, Project Management, Relationship Improvement, Relationship Enhancement, Process Improvement, Operations Management, Securities, Compliance
Education
Point Park University 2010 — 2013
Master of Business Administration (M.B.A.)
Geneva College 1991 — 1995
Bachelor of Business Administration (B.B.A.)
Resource Strategies, Inc. November 2002 - July 2015
The Todd Organization June 2000 - December 2001
AXA Equitable 1996 - 2000
Northwestern Mutual 1994 - 1996
Education
University of Florida 1992 — 1994
Bachelor of Science (BS), Finance
Valencia Community College 1989 — 1992
Associate's degree, Business Administration and Management, General
Northwestern Mutual Financial Network July 1988 - Present
Dixon Hughes Goodman LLP January 1987 - June 1988
The Todd Organization April 1983 - December 1986
Education
The American College 1986 — 1990
MS, Financial Services
University of North Carolina at Greensboro 1981 — 1984
BS, Accounting
Thermo Fisher Scientific March 2014 - Present
Federated Investors April 2010 - March 2014
Federated Investors, Inc. May 2008 - April 2010
Federated Investors, Inc. June 2006 - April 2008
Federated Investors, Inc. May 2005 - June 2006
The Todd Organization August 2003 - May 2005
The Todd Organization October 2002 - August 2003
Federated Investors, Inc. November 2000 - October 2002
Skills
Financial Modeling, Financial Analysis, Investments, Mutual Funds, Asset Managment, Finance, Process Improvement, Variance Analysis, Asset Management, Equities, Valuation, Budgets, Financial Services, Analysis, Due Diligence, Securities
Education
Robert Morris University 2001 — 2003
Master's degree, Finance, 3.63
Slippery Rock University of Pennsylvania 1998 — 2000
BSBA, International Business, 3.24
Slippery Rock University of Pennsylvania 1994 — 1998
Bachelor of Arts (B.A.), French and Spanish, 3.354
North Hills
New York Life Insurance Company July 2011 - Present
Renaissance Benefit Advisors April 2010 - August 2011
Clark Consulting October 2007 - November 2009
Wachovia Bank, NA September 2003 - October 2007
The Todd Organization 2001 - 2003
Arthur Andersen 1999 - 2000
Skills
Retirement Planning, Relationship Management, Mutual Funds, Sales, Finance, Employee Benefits, Banking, 401k, Accounting, Financial Advisory, Insurance, Managerial Finance
Education
University of North Carolina at Greensboro 1998 — 2000
Masters, Accounting
North Carolina State University 1991 — 1996
Bachelors, Business Management
The Todd Organization January 2003 - Present
Northwestern Mutual 1979 - 2013
Pirelli Tyres 1977 - 1979
International Paper 1973 - 1977
Skills
Corporations, Attorneys, Executive Pay, Defined Benefit, Retirement Planning, Estate Planning, 401k, Retirement, Strategic Financial..., Insurance, Employee Benefits, Life Insurance, Fixed Annuities, Disability Insurance, Wealth Management, Series 63, Strategic Planning, Financial Analysis, Financial Services, Financial Advisory, Small Business, Long-term Care, Finance, Mutual Funds, Investments, Series 6, Pensions, Asset Allocation, Financial Planning
Education
Miami University 1971 — 1973
MBA, Finance and Marketing
Northeastern University 1967 — 1971
Business, Business
Oregon Wildlife December 2014 - Present
Estate Planning Council of Portland, Inc. March 2012 - Present
Deschutes Wealth Management August 2011 - Present
Multnomah Athletic Club February 2011 - February 2014
Partners Wealth Management September 2006 - September 2011
The Todd Organization January 1990 - September 2006
Management Compensation Group, NW October 1987 - July 1990
Congressman Ben Blaz December 1984 - July 1987
Skills
Wealth Management, Investments, Retirement Planning, 401k, Financial Advisory, Risk Management, Fixed Annuities, Strategic Financial..., Financial Services, Asset Allocation, Personal Finance, Insurance, Life Insurance, Asset Management, Alternative Investments, Series 63, Retirement, Wealth Management..., Estate Planning, Asset Managment, Mutual Funds, Investment Advisory, IRAs, Investment Strategies, Wealth, Long-term Care, Investment Management, Series 6, Long Term Care Insurance, Term Life Insurance, Defined Benefit, Portfolio Management, Securities, Executive Pay, Plannning, Employee Benefits, Finance, Disability Insurance, Series 7, Financial Planners, Pensions, Wealth Accumulation, Roth IRA, High Net Worth..., Executive Compensation, Personal Planning, Financial Planning
Education
The American College 1988 — 1991
CLU/ChFC, The American College
University of Oregon 1980 — 1984
BS, Finance
Ontario High School 1976 — 1980
Merrill Lynch 2004 - Present
Covenant Presbyterian Church, Doylestown, PA June 2000 - October 2004
The Todd Organization May 1998 - May 2000
Northwestern Mutual May 1998 - May 2000
Skills
Investment Policy, Asset Managment, Investment Advisory, Personal Financial..., Portfolio Management, Mutual Funds, Series 7, Asset Allocation, Investment Strategies, Retirement Planning, Series 63, Wealth Management..., ETFs, Wealth Management, Series 65, Uniform Combined State..., Retirement, Alternative Investments, Financial Advisory, Investments, Estate Planning, 401k, Risk Management, IRAs, FINRA, Wealth Accumulation, Equities, Financial Services, Pensions, Strategic Financial..., Asset Management
Education
Westminster Theological Seminary 1996 — 2000
Master of Divinity (M.Div.)
Bloomsburg University of Pennsylvania 1992 — 1996
Bachelor of Science, Business Administration
The Todd Organization March 2012 - Present
Clark Consulting 2004 - July 2011
Target 2001 - 2004
Northway Deli & Grill 1998 - 2001
Robbinsdale Park and Rec 1998 - 1998
Skills
Analysis, Employee Benefits, Customer Service, Time Management, Project Planning, Microsoft Office, Financial Reporting, Teamwork, Financial Analysis, Leadership, Process Improvement, Finance
Education
Metropolitan State University 2003 — 2006
Bachelor of Science in Human Resource Management
Minneapolis Community and Technical College 2000 — 2003
Liberal Arts, Women Studies
The Todd Organization January 2004 - Present
Martin, Tate, Morrow & Marston, P.C. May 1976 - November 1996
Skills
Executive Pay, Employee Benefits, Life Insurance, Non-Qualified Deferred..., Bank-Owned Life..., Corporate Owned Life..., Retirement
Education
University of Mississippi School of Law 1972 — 1974
J.D., Law
Mississippi State University 1967 — 1972
B.S., Marketing
Tupelo High School
Tupelo High School
Lincoln Financial Group November 2009 - Present
Market America October 2008 - February 2010
The Newport Group 2007 - 2008
The Todd Organization 2006 - 2007
Skills
Social Media Marketing, Email Marketing, Marketing Communications, Marketing Strategy, Marketing, Online Marketing
Education
University of North Carolina at Greensboro 2002 — 2005
Bachelor of Science, Business Administration, Marketing Concentration
Apis Productions October 1997 - Present
AssureNet November 1999 - February 2001
Bisys Potomac March 1992 - October 1999
The Todd Organization November 1989 - April 1992
Skills
Program Management, User Experience, Marketing, Databases, Insurance, Web Development, E-commerce, Financial Services, Business Analysis, Troubleshooting, Web Design, Corporate Communications, Analysis, Newsletters, SEM, Software Development, Start-ups, Networking, Strategy, SEO, SaaS, CRM, Mobile Applications, Strategic Partnerships, Entrepreneurship, Online Marketing, Web Marketing, Email Marketing, Web Analytics, WordPress, Google Analytics, PPC, Web 2.0, Website Development, Online Advertising, Web Applications, Small Business
Education
University of Maryland University College
B.S., Computer & Information Science
University of Maryland College Park
Bachelors Degree in Computer & Informtion Science, Computer and Information Sciences, General
The Newport Group January 2014 - Present
The Todd Organization April 2002 - October 2007
Skills
401k, Retirement, Employee Benefits, Insurance, Life Insurance, Mutual Funds, Series 63, Executive Pay, Financial Modeling, Deferred Compensation, Finance, Defined Benefit, Investments, Series 6, Analysis, Pensions, Portfolio Management, Retirement Planning, Investment Advisory, Financial Services, BOLI
Education
University of North Carolina at Greensboro 1999 — 2002
Bachelor’s Degree, Economics
University of North Carolina at Chapel Hill 1998 — 1999
Biology & Finance
Life Time Fitness September 2012 - Present
Life Time Fitness February 2007 - Present
The Todd Organization February 2005 - January 2007
Clear Channel Communications April 2001 - October 2004
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Team Building, Sales Management, Outlook, Social Media, Public Speaking, Marketing, Coaching, Budgets, Project Management
Education
Montana State University-Bozeman
Communication and Media Studies
Fisher Business Management, Inc. November 2007 - Present
COOPER Designbuilders June 2004 - November 2007
Strategic Alliance Group October 1999 - December 2003
The Todd Organization 1995 - 1997
Skills
Quickbooks, Accounting, Small Business, Contract Negotiation, Hiring, Process Development, Process Management, Entrepreneurship, Operations Management, Human Relations, Marketing Management, QuickBooks, Recruiting, Marketing, Human Resources, People Skills, Management Consulting, Leadership Development, Marketing Strategy, Management, Sales, Lead Generation, Team Building, Business Development, Budgets, Organizational..., Personal Development, Process Improvement, Start-ups, Customer Satisfaction, Strategic Planning, Consulting, Human Relationship, Team Leadership, Social Media, Project Planning, Selling, New Business Development, Strategic Partnerships, Program Management, Coaching, Public Speaking, Process Simulation, SEO, Strategy, Change Management, Business Planning, Leadership, Business Strategy
Education
University of Phoenix 2000 — 2003
MBA, Information Technology
University of Oregon - Charles H. Lundquist College of Business 1989 — 1993
Bachelor of Arts, Marketing
Beaverton High 1985 — 1989
Cardinal Solutions October 2014 - Present
Cardinal Solutions November 2013 - Present
Disintermediation Services, Inc. October 2011 - Present
Cardinal Solutions May 2014 - October 2014
Decision Support July 2012 - November 2013
Skanska USA Inc. May 2011 - July 2012
Skanska USA Building Inc. July 2008 - May 2011
Bank of America June 2007 - July 2008
The Todd Organization August 2005 - June 2007
Skills
Windows 8, Kinect, C#, Business Intelligence, ASP.NET MVC, jQuery, Amazon Web Services, SharePoint, WinRT, Windows Metro, ASP.NET, Amazon Web Services..., Windows, Microsoft SQL Server, Software Development, Agile Methodologies, Windows Azure, Windows Server, Mobile Applications, Cloud Computing, MS Project, Software Documentation, Data Center, Software Design, Project Management, Virtualization, Enterprise Software, Web Development, .NET, Integration, IIS, Web Services, XML, JavaScript, Visual Studio, SOA
Education
Greensboro College
Music
Messick, Peacock & Associates April 2015 - Present
The Todd Organization September 2014 - March 2015
Northwestern Mutual September 1999 - August 2014
Skills
Life Insurance, Loans, Fixed Annuities, Insurance, Retirement Planning, Disability Insurance, Long Term Care Insurance, Strategic Financial..., Term Life Insurance, Technical Support, Training, Risk Management, Wealth Accumulation, Financial Analysis, Finance, 401k Rollovers, 401k, Financial Planning, Sales, Employee Benefits, Customer Service, Leadership, Marketing, Strategic Planning
Education
Richland College 1991 — 1993
VML Insurance Programs May 1999 - February 2015
The Todd Organization 1996 - 1998
CRC Press 1987 - 1996
Skills
Insurance, Vendor Management, Process Improvement, Security, Technology Planning, IT Strategy, IT Management, Disaster Recovery, Business Continuity, Team Leadership, Virtualization, Strategy, Data Center, Strategic Planning, Solution Architecture, Budgets, Program Management, Project Management, Integration, Software Project..., Requirements Analysis, Information Technology, Outsourcing, Governance, Project Portfolio..., Business Analysis, IT Operations, PMP, Enterprise Architecture, Management, Leadership
Education
Virginia Commonwealth University 2014 — 2015
Master’s Degree, Information Technology Management, 4.0
Florida Atlantic University
Bachelor’s Degree, Mathematics
DONALD BUTTON CPA PLLC November 2002 - Present
The Todd Organization June 1994 - November 2002
Deloitte & Touche 1988 - 1994
Skills
Personal Tax Planning, Bookkeeping, Payroll, Corporate Tax Planning, Small Business Tax, Strategic Planning, Financial Analysis, Strategic Financial..., Estate Planning, Retirement Planning, Wealth Management, Financial Statements, Small Business..., Budgets, Financial Planners, Insurance, Small Business, Tax, Tax Preparation, Income Tax
Education
University of North Carolina at Charlotte - Belk College of Business
BS, Accounting
The American College
CLU, Insurance
1st Source Bank August 2015 - Present
Everence Financial Services September 2005 - March 2015
Martin Capital Management August 2002 - June 2005
The Todd Organization August 2001 - August 2002
Compass Financial Advisors December 1995 - May 2001
Education
Bethel College
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Lockheed Martin Aeronautics January 2010 - Present
The Todd Organization August 2007 - December 2009
Education
Georgia Institute of Technology 2005 — 2009
Bachelor of Science in Management, Marketing and International Business
Georgia Institute of Technology - Georgia Tech College of Management 2005 — 2009
Georgia Tech Research Institute September 2013 - Present
Georgia Tech Research Institute April 2011 - Present
Georgia Tech Research Institute October 2009 - April 2011
The Todd Organization May 2009 - July 2009
US Army PEO STRI June 2008 - August 2008
Customer Management Systems May 2006 - January 2008
Skills
Strategic Communications, Marketing, Market Research, Entrepreneurship, Leadership, Event Planning, Social Media, Public Relations, Program Management
Education
University of Florida 2005 — 2009
Bachelor of Science, Advertising, Business
Educational Testing Service (ETS) March 2014 - Present
UCLA September 2007 - December 2013
Various Schools in California October 2000 - June 2007
The Todd Organization September 1996 - July 2000
Skills
Statistics, Quantitative Research, Research Design, SPSS, Educational Research, R, Data Mining, Data Science, Educational Data Mining, Knitting, Cluster Analysis, Factor Analysis, Learning Analytics, Data Analysis
Education
UCLA 2007 — 2014
PhD in Education, Social Research Methodology
The Evergreen State College 1998 — 2000
Master of Arts (MA), Teachers of Native American Learners
Carleton College 1992 — 1996
Bachelor of Arts (BA), English
Wells Fargo March 2014 - Present
PwC August 2010 - March 2014
TriNovus, LLC August 2009 - August 2010
The Todd Organization January 2007 - December 2008
The Bankers Bank, Atlanta August 2001 - December 2006
Skills
Financial Risk, Financial Services, Leadership, Management, Risk Management, Vendor Management, Business Development, Banking, Analysis, Management Consulting, Process Improvement, Program Management, Investments
Education
Auburn University 1997 — 2001
Finance, Harbert College of Business
LaGrange High School 1993 — 1997
Almanac October 2009 - Present
Fresh Ink 2005 - September 2009
YMCA of Greater St. Louis April 1999 - August 2007
Ursuline Academy-St. Louis July 1994 - March 1999
The Todd Organization June 1992 - June 1994
Maritz 1994 - 1994
Skills
Marketing Communications, Social Media, Media Relations, Corporate Branding, Branding Development, Writing, Marketing Strategy, Fundraising Campaigns, Content Strategy, Fundraising, Nonprofits, Editing, Marketing, Strategy, Event Planning, Strategic Communications, Email Marketing, Newsletters, Direct Mail, Copywriting, Corporate Communications, Brand Development, Online Marketing, Advertising, Integrated Marketing
Education
University of Missouri-Columbia 1988 — 1992
BJ, Journalism, Advertising, Marketing
The Todd Organization June 1968 - Present
Education
Bucknell University 1964 — 1968
Bachelor of Arts, Economics
Illinois Wesleyan University August 2015 - Present
Illinois Wesleyan University June 1992 - July 2015
The Todd Organization August 1991 - June 1992
Skills
Student Development, Student Affairs, Higher Education, Admissions, Student Financial Aid, Career Counseling, Enrollment Management, Resume Writing, Community Outreach, Student Recruiting, Staff Development, Academic Advising, Public Speaking, Teaching, Program Development, Student Counseling, Curriculum Development
Education
Illinois Wesleyan University 1987 — 1991
Bachelor of Arts (B.A.), English and History
The Todd Organization January 2004 - Present
Northwestern Mutual Wealth Management Company October 1982 - Present
Education
University of Oregon 1977 — 1980
Business Administration, Marketing
Lincoln Financial Group June 2014 - Present
Lincoln Financial Group April 2012 - June 2014
Lincoln Financial Group July 2005 - April 2012
The Todd Organization April 2003 - July 2005
SilverStream Software October 2000 - March 2002
Cone Mills, Mind in Motion, Marathon Group, Merant 1995 - 2000
Skills
Business Intelligence, Project Management, SDLC, Integration, Leadership, Business Analysis, Innovation, Team Leadership, Information Technology, Strategic Planning, Business Strategy, IT Strategy, Digital Strategy, User Experience, Web Development, Business Process..., Continuous Improvement, Consulting, Workflow, Document Imaging, Vendor Management, Budget Process, Financial Analysis, Valuation, Negotiation, Presentations, Digital Media, Statistics, .NET, Java, JavaScript, CSS, Web Services, Capacity Management, Economics, Modeling, Microsoft Office, Problem Solving, Quality Center, XML, Project Portfolio..., Risk Management, Requirements Gathering
Education
Duke University - The Fuqua School of Business 2009 — 2010
MBA, Business Administration and Management, General
North Carolina State University 1992 — 1996
Bachelor of Environmental Design, Industrial Design and Technology
Lee Hecht Harrison December 2009 - December 2014
Lee Hecht Harrison January 2006 - December 2009
Lee Hecht Harrison September 2000 - January 2006
The Todd Organization January 1995 - June 2000
Skills
Executive Coaching, Leadership Development, Organizational..., Change Management, Performance Management, Management Consulting, Organizational Design, Coaching, Strategy, Leadership, Career Management, Team Building, Career Development, Strategic Planning, Recruiting, Human Resources, Talent Management, Organizational..., Project Management, Career Counseling, Training
Education
Radford University
B.S. - Fashion Merchandising; Minor - Business Marketing
Leadership Consultant and Coach 1986 - Present
Fayetteville State University July 2012 - Present
Center for Creative Leadership 2001 - Present
Always Improvement 1993 - Present
University of Maryland University College 1990 - Present
University of North Carolina, Pembroke August 2003 - July 2008
University of Maryland University College 2000 - 2003
The George Washington University 1995 - 2000
The Todd Organization 1991 - 1993
Institute for Resource Development 1986 - 1991
Skills
Public Speaking, Higher Education, Research, Teaching, Student Affairs, Leadership Development, Grant Writing, Career Counseling, Management Consulting, Distance Learning, Student Development, Organizational..., Instructional Design, Team Building, Staff Development, Educational Leadership, Community Outreach, E-Learning, Workshop Facilitation, Curriculum Development, Executive Coaching, Leadership, Training, Conflict Resolution, Management, Adult Education, Program Evaluation, University Teaching, Grants, Qualitative Research, Curriculum Design, Program Development, Mentoring, Program Management, Executive Development, Educational Technology, Presentations, Strategic Planning, Fundraising, Writing, Nonprofits, Entrepreneurship, Coaching, 360 Feedback, Resume Writing, Psychology, Dissertation Editing, Career Development
Education
The George Washington University - School of Business 1992 — 1997
Ph.D., Management and Organization
Emory University 1979 — 1983
Master of Science (M.S.), Mathematics and Computer Science
Aircraft Intelligence 2014 - Present
Listingbook 2006 - 2013
Design Factory International, College of Communication Arts and Interactive Media 2000 - 2006
Epistyle.com / SystemStudios.com 1999 - 2000
The Todd Organization 1995 - 1999
Syngenta 1990 - 1995
Quality Systems Incorporated 1983 - 1989
Skills
Business Analysis, Requirements Analysis, Integration, SQL, Microsoft SQL Server, ITIL, SDLC, Software Development, Business Intelligence, IT Strategy, Software Project..., Cloud Computing, Enterprise Architecture, IT Service Management, Virtualization, Project Management, IT Management, IT Operations, Information Technology, Cross-functional Team..., Strategic Partnerships, Systems Engineering, Change Management, Program Management, Operations Management, Software Engineering, Database Administration, Business Process..., Business Strategy, New Business Development, Technological Innovation, P&L Management, Technical Leadership, System Testing, Contract Negotiation, Management Information..., Data Analysis, Data Warehousing, Data Management, Programming Languages, Technology Integration, Network Engineering, Strategic Communications, Collaboration Solutions, Project Planning, Project Delivery, Aircraft, Business Aviation, Aviation, Aircraft Sales
Education
George Mason University
Master of Business Administration (M.B.A.), Management Information Systems
Wake Forest University
Bachelor of Science (B.S.), Dual Major: Mathematics & Business
LinkedIn May 2014 - Present
LinkedIn July 2011 - April 2014
Xactly Corporation June 2007 - June 2011
Network Appliance April 2007 - May 2007
Redback Networks October 2006 - March 2007
The Todd Organization 2005 - 2006
Equilar, Inc. 2004 - 2004
Skills
Sales Compensation, Salesforce.com, Excel, Sales Operations, Microsoft Office, PowerPoint, Outlook, Incentive Programs, Customer Service, SaaS, Xactly, Xactly Incent, Microsoft Excel, Business Analysis, Data Analysis, Enterprise Software, Analytics
Education
University of California, San Diego 1999 — 2003
BS, Management Science
Queen Mary, U. of London 2001 — 2001
Gunn
BNY Mellon Wealth Management August 2013 - Present
Lazard Wealth Management LLC July 2010 - February 2013
Deloitte Investment Advisors LLC July 2007 - July 2010
U.S. Trust, Bank of America Private Wealth Management January 2004 - July 2007
The Todd Organization May 2000 - August 2002
Runzheimer International June 1999 - May 2000
Skills
Wealth Management, Portfolio Management, Asset Allocation, Manager Due Diligence, Alternative Investments, Investment Advisory, Equities, Fixed Income, Hedge Funds, Open Architecture, Wealth Management..., Due Diligence, Mutual Funds, Investments, Investment Management, Investment Strategies, Economics, Asset Management, ETFs, Private Equity, Equity Research
Education
CFA Charterholder
Carnegie Mellon University - Tepper School of Business 2002 — 2003
Master of Business Administration (MBA), Accounting and Finance
University of Wisconsin-Madison 1995 — 1999
BS, Economics
Ceridian June 2009 - Present
Ceridian Corporation July 2006 - June 2009
The Todd Organization May 2005 - June 2006
Bass Pro Shop 2003 - 2005
Tracker Marine 2003 - 2005
Education
Drury University 2001 — 2005
Raymond James June 2008 - Present
Rizzetta & Company November 2006 - June 2008
The Todd Organization April 2002 - November 2006
Education
Ithaca College
Math/Economics
The Todd Organization October 2002 - Present
Education
The University of Akron 1997 — 2002
Bachelor of Science (B.S.), Sales Management and Marketing Operations/Marketing
Midpark High School 1992 — 1995
Resource Title National Agency, Inc July 2015 - Present
The Todd Organization July 2014 - July 2015
The Northwestern Mutual Financial Network December 2004 - July 2013
Education
The Ohio State University 1997 — 2001
Lorillard Tobacco Company May 2012 - Present
United States Marine Corps June 2011 - Present
Lorillard Tobacco Company January 2011 - May 2012
Lorillard Tobacco Company September 2008 - December 2010
The Newport Group 2007 - May 2008
The Todd Organization July 2005 - November 2007
City of Greensboro 2005 - 2006
Lowe's Home Improvement 1997 - 2000
Skills
Security, Disaster Recovery, CISSP, Strategic Planning, SOX, Windows, Integration, Information Security, Management, Virtualization, Data Center, Project Management, Servers, Leadership, System Administration, Sarbanes-Oxley Act, Information Technology, Program Management, Information Assurance, PMP, Project Planning, Business Process..., Risk Management, Computer Security, Process Improvement, Network Security, Vulnerability Assessment, Enterprise Software, VoIP, Troubleshooting, Cisco Technologies, IT Strategy, Training, Networking, Telecommunications, Network Design, Team Leadership, Infrastructure, IT Management
Education
Guilford College 1995 — 1997
BS, Political Science / History
UNCG
Broadwayworld.com 2011 - Present
Sherry Shameer Cohen 1990 - Present
Connecticut Press Club 2007 - July 2014
The Advocate August 2001 - February 2014
The Todd Organization 2003 - 2004
Connecticut Jewish Ledger 1995 - 2004
William Pitt Real Estate 2000 - 2001
Werner Gershon Associates 2000 - 2000
Polymer Resources Ltd. 1999 - 2000
The Acting Company of Greenwich 1994 - 2000
Skills
Journalism, Blogging, Editing, Proofreading, Copywriting, Interviewing Skills, Desktop Publishing, Social Media, Newspaper, Feature Articles, Magazines, News Writing, Freelance Writing, SEO, AP Style, Bookkeeping, Creative Writing, Books, Web Content, Advertising, Photography, Storytelling, Strategic Communications, InDesign, Publishing, Press Releases, Publications, Newspapers, Online Journalism, Editorial, Newsletters, Content Development, Copy Editing, Fact-checking, Writing, Public Speaking
Education
Fordham University
Mercy College
B.A. cum laude, Sociology
Sleepy Hollow High School
Insurance Designers of America January 2012 - Present
Corporate Life Advisors April 2010 - November 2011
Concord Capital Management, LLC January 2008 - August 2010
The Todd Organization 1991 - 2007
Skills
Executive Compensation, Retirement, Retirement Planning, Deferred Compensation, Annuities, Estate Planning, Insurance, Defined Benefit, Employee Benefits, Term Life Insurance, Business Planning, Disability Insurance, IRAs, Financial Planners, Executive Pay, Series 63, Series 6, Wealth Management, Investments, Professional Liability, Fixed Annuities, Life Insurance, Property & Casualty..., Long-term Care, Underwriting, Risk Management, 401k, Health Insurance, Strategic Financial...
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Columbia University in the City of New York 1979 — 1983
BA, History
Lincoln Financial Group May 2010 - Present
Arbonne International 2007 - 2009
Todd Consulting Inc. 2002 - 2005
The Todd Organization 2002 - 2005
Education
Montclair State University 1996 — 2001
Computer and Technology Specialists May 2008 - Present
The Newport Group November 2007 - May 2008
The Todd Organization January 2001 - November 2007
Skills
Process Improvement, Project Management, Microsoft SQL Server, Active Directory, Windows Server, Network Administration, Customer Service, Security, Windows, Integration, Cisco Technologies, SQL, Vendor Management, Network Security, System Administration, Disaster Recovery, Strategic Planning, Microsoft Exchange, Servers
Education
University of North Carolina at Greensboro 1993 — 1998
High Point Central
The Newport Group September 2014 - Present
Solenture January 2006 - August 2014
The Todd Organization October 1999 - August 2005
Skills
Employee Benefits, Deferred Compensation, Life Insurance, 401k, Insurance, Executive Pay, Benefits Administration, Health Insurance, Disability Insurance
Education
Clarion University of Pennsylvania
B.S., Business, Management
Washington Metropolitan Area Transit Authority December 2007 - Present
Washington Metropolitan Area Transit Authority June 1998 - December 2007
SICPA Industries of America 1994 - 1998
The Todd Organization 1991 - 1994
Towers Perrin 1988 - 1991
McManis & Monsalve Associates 1980 - 1989
Skills
Government, Policy, Strategic Planning, Team Building, Public Policy, Transportation, Program Management, Project Management, Analysis, Project Planning, Contract Management, Operations Management, Process Improvement, Change Management
Education
School of Oriental and African Studies, U. of London 1972 — 1973
MA, Middle Eastern Area Studies
Mount Holyoke College 1968 — 1972
Political Science
Trevelyan and Assoc. August 1995 - Present
Lotus Development September 1985 - August 1995
The Todd Organization June 1983 - September 1985
Skills
Writing, Blogging, Press Releases, Public Relations
Education
The University of Connecticut School of Business
Bachelor of Science, Finance
Performix Consulting, LLC 2012 - Present
Life Insurance Financial Evaluations, LLC 2010 - Present
McNair & Company 2007 - 2009
Wachovia Insurance Services Broker Dealer, Inc. 2005 - 2007
Wachovia Insurance Services, Inc 2004 - 2007
The Todd Organization 1996 - 2004
Skills
Insurance, Strategic Financial..., Project Management, Product Management, Financial Modeling, Financial Analysis, Performance Measurement, Risk Management, Leadership, Team Building, Strategic Busines..., Operations Management, Business Development, Relationship Management, Business Process..., Organizational Change..., Securities Compliance, Insurance Compliance, Life Insurance Case..., Life Insurance..., Wealth, Estate Planning, Nonqualified Executive..., Retirement, Quantitative &..., Budget Forecasts
Education
North Carolina State University - College of Management 1991 — 1996
BA, Business Management
The American College
CLU, ChFC
Legacy Capital Group September 2014 - Present
Wealth Preservation Services May 2014 - September 2014
Harris, Crouch, Long, Scott & Miller October 2004 - April 2014
The Todd Organization August 1997 - August 2004
Pacific Life December 1994 - September 1997
Skills
Life Insurance, Estate Planning, Securities, Risk Management, Finance, Insurance, Strategic Financial..., Customer Service, Financial Advisory, Business Planning, Financial Services, Retirement Planning, Leadership, Fixed Annuities, Investments, Financial Planning, Retirement
Education
East Carolina University 1985 — 1987
MBA
East Carolina University 1980 — 1985
BA, Computer Science
The American College 1994 — 1995
CLU, Chartered Life Underwriter
Hickory High 1977 — 1980
The Standard 2009 - Present
The Todd Organization 1999 - 2009
MCG Northwest 1985 - 1999
Skills
401k, Defined Benefit, Retirement, Retirement Planning, Insurance, Life Insurance
Education
Oregon State University 1979 — 1985
BS, Mathematics/ Business
PNC April 2012 - Present
Greycourt & Co., Inc. June 2009 - January 2012
Greycourt & Co. July 2008 - June 2009
Invesmart, Inc. January 2003 - July 2005
Federated Investors 1999 - 2005
The Todd Organization April 2002 - January 2003
Skills
Asset Management, Asset Allocation, Investments, Portfolio Management, Financial Reporting, Financial Modeling, Excel, Customer Relations, Financial Analysis, Portfolios, Bloomberg, Microsoft Office, Wealth Management, Customer Service, Financial Services, Mutual Funds, Analysis, Microsoft Excel
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2005 — 2008
Masters of Business Administration, Strategy, Finance
University of Dayton 1994 — 1998
B.S., Finance
KDH Defense Systems, Inc. June 2014 - Present
Signature Property Group, Inc. November 2008 - January 2014
Pierce Homes of Carolina, Inc. July 2007 - October 2008
The Todd Organization July 2006 - July 2007
Ameritex Yarn LLC August 1996 - July 2006
Skills
Financial Reporting, Financial Analysis, Asset Managment, Budgets, General Ledger, Cash Management, Finance, GAAP, Sarbanes-Oxley Act, Strategic Financial..., Strategic Planning, Financial Statements, Accounting, Cost Accounting, Auditing, Managerial Finance, Asset Management, Financial Modeling, Leadership
Education
East Carolina University 2010 — 2012
MSTS, Technology Systems - Quality Systems
University of North Florida 1983 — 1985
Macc, Accountancy
Valdosta State University 1978 — 1980
BBA, Accounting
City of Charleston December 2004 - Present
The Todd Organization January 2001 - December 2004
Comporium Communications May 1996 - January 2001
Comporium Communications June 1992 - May 1996
Comporium Communications July 1989 - June 1992
Skills
Program Management, Strategic Planning, Project Management, Disaster Recovery, Security, Process Improvement, Data Center, Budgets, Virtualization, Cloud Computing, Management, Network Security, Team Leadership, Customer Service, Team Building, Leadership, Troubleshooting, Information Technology, Government, System Administration, Project Planning, Networking, Account Management, IT Management, Telecommunications
Education
University of North Carolina at Chapel Hill 2008 — 2009
CGCIO, Information Technology
Winthrop University 1987 — 1989
MBA, Business Administration and Management, General
The Citadel 1982 — 1986
BS, Business Administration
South Florence High School 1979 — 1982
High School
Radiant Church August 2011 - September 2015
Radiant Church December 2008 - July 2011
Radiant Church August 2007 - December 2008
Manulife Financial May 1995 - May 1996
The Todd Organization March 1993 - May 1995
May Department Stores July 1991 - February 1993
Skills
Discipleship, Team Leadership, Fundraising, Community Outreach, Teaching, Organizational..., Public Speaking, Training, Team Building, Microsoft Word, Leadership Development, Leadership, Biblical Studies, Volunteer Management, Administration, Nonprofits, Conflict Resolution, Social Media
Education
Western Michigan University - Haworth College of Business 2015 — 2018
MBA, Business Administration
University of Michigan 1987 — 2001
BA, Economics
The Newport Group June 2007 - March 2010
The Todd Organization 2005 - 2007
MetLife January 1999 - March 2004
Skills
CRM, Investments, Retirement Planning, Retirement, Series 63, Project Management, Insurance, Financial Services, Client Services, Strategic Financial..., Financial Analysis, Process Improvement, Strategic Planning, Asset Management, Leadership, Mergers & Acquisitions, Asset Allocation, Mutual Funds, Social Media Marketing, Microsoft Office
Education
Princeton University 1993 — 1997
BA, Politics
The Newport Group November 2007 - Present
The Todd Organization 1998 - 2007
Hewitt Associates 1997 - 1998
Education
Indiana University Bloomington 1993 — 1997
bachelor of science, Mathematics Education
General Reinsurance November 2010 - Present
Royal Bank of Scotland November 2009 - May 2010
Philip Morris Capital Corp April 2000 - February 2009
The Todd Organization September 1998 - March 2000
Skills
Compensation, Financial Analysis, Financial Modeling, Executive Pay, Employee Benefits, Defined Benefit, Finance, Human Resources, Recruiting, Performance Management, Employee Relations, HRIS, Microsoft Excel, Analysis, Budgets, Deferred Compensation, Project Management, Financial Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2006 — 2008
MBA, General MBA
Babson College 1994 — 1998
BS, Finance
The Todd Organization May 2003 - Present
Clark Consulting July 1996 - March 2003
Several Regional Banks February 1976 - February 1988
Skills
Life Insurance, Executive Pay, Employee Benefits, Defined Benefit, 401k, Retirement, Retirement Planning, Pensions, Disability Insurance, Management, Insurance, Deferred Compensation, Succession Planning, Estate Planning, Banking, Financial Analysis
Education
Rutgers University-New Brunswick 1980 — 1982
Banking, Stonier Graduate School of Banking
Southern Methodist University - Cox School of Business
MBA, Finance
The University of Texas at Austin
BBA, Finance
Ohio National Financial Services 2010 - Present
MassMutual Financial Group 2005 - 2009
MassMutual Financial Group 2000 - 2005
MassMutual Financial Group 1999 - 2000
MassMutual Financial Group 1997 - 1999
Connecticut Mutual Life Insurance 1990 - 1996
The Todd Organization 1985 - 1990
Education
The University of Connecticut
Finance
Buckingham Asset Management April 2013 - Present
Buckingham Asset Management November 2010 - April 2013
Buckingham Asset Management October 2007 - November 2010
The Todd Organization October 2005 - October 2007
Education
University of Missouri-Columbia, College of Business 2001 — 2005
BSBA, Finance
Maritz Motivation Solutions September 2007 - Present
Catholic Student Center at Washington University August 2005 - September 2007
Overnite Transportation August 2004 - August 2005
The Todd Organization August 2003 - August 2004
Lindenwood University August 2000 - August 2003
Skills
Salesforce.com, Lead Generation, Marketing Strategy, Direct Marketing, Email Marketing, B2B, Marketing, Event Management, Account Management, Marketing Communications, Email Strategy, Email Marketing Software, Eloqua, Relationship Marketing, Relationship Management
Education
Lindenwood University 2000 — 2002
Master's degree, Marketing
Lindenwood University 1996 — 2000
Bachelor's degree, Communication, General
The Newport Group November 2012 - Present
The Newport Group November 2007 - November 2012
The Newport Group January 2010 - October 2012
The Newport Group November 2007 - January 2010
Todd Consulting, Inc May 2007 - November 2007
Todd Consulting, Inc April 2001 - April 2007
The Todd Organization 1998 - 2007
Todd Organization of St. Louis, L.L.C January 1999 - March 2001
Todd Organization of St. Louis, L.L.C June 1998 - January 1999
Aon Hewitt June 1997 - June 1998
Skills
Employee Benefits, Defined Benefit, Retirement Planning, ERISA, Pensions, 401k, Retirement, Life Insurance, Defined Contribution, Executive Pay, Mergers & Acquisitions, Qualified Retirement..., Series 63, Deferred Compensation, Non-Qualified Deferred...
Education
Indiana University 1993 — 1997
Bachelor of Science, Mathematics Education
Indiana University Bloomington 1993 — 1997
Bachelor of Science, Mathematics Education
The Washington Hospital Pension AnalystGem GroupOctober 2003 - July 2008
The Todd Organization 2001 - March 2003
Centimark 1999 - 2001
DXI Networks January 1997 - May 1999
Skills
Benefits Administration
Education
California University of Pennsylvania 1992 — 1996
BS, Computer Based Systems Management
California University of Pennsylvania 1992 — 1994
AS, Business Management
Wiiliam Peace University August 2011 - Present
First Citizens Bank August 2007 - January 2010
The Todd Organization March 2005 - July 2007
Campbell University January 2004 - December 2004
First Citizens Bank 1995 - 2004
Findley, Davies and Company 1991 - 1995
Moore and Van Allen 1989 - 1990
Hutchison and Associates 1985 - 1989
Benesch, Friedlander, Coplan & Aronoff 1982 - 1985
Roudebush, Brown, Ulrich Co., LPA 1976 - 1982
Skills
Employee Benefits, Strategic Financial..., Estate Planning, Retirement Planning, Training, Auditing, Financial Services, Financial Planning, Asset Management, Customer Service
Education
The College of William and Mary - Marshall Wythe Law School 1973 — 1976
JD, Law
Duke University 1969 — 1973
AB, English/Economics
Flextronics February 2015 - Present
Intuitive Surgical December 2012 - November 2014
SRI International February 2008 - November 2012
Stanford University March 2005 - July 2007
BCI Insurance Services November 2003 - March 2005
The Todd Organization August 2002 - October 2003
Holy Cross Resources, Inc. January 2000 - April 2002
Indiana Trust & Investment Management Company November 1994 - January 2000
Skills
Employee Benefits, Benefits Administration, Deferred Compensation, PeopleSoft, FMLA, Payroll, Human Resources, Outlook, Onboarding, Process Improvement, Data Analysis, Strategic Planning, Insurance, Project Management, Employee Relations, Management, 401k, Microsoft Office, Microsoft Excel, Analysis, Program Management, Training, HRIS, New Hire Orientations, Vendor Management
Education
Indiana University South Bend 1995 — 2002
MBA Program
Indiana University South Bend 1988 — 1994
B.S., Personnel & Industrial Relations
The Newport Group May 2007 - April 2015
The Todd Organization April 2002 - May 2007
Skills
Defined Benefit, 401k, Executive Pay, Retirement, Defined Contribution, ERISA, Retirement Planning, Qualified Retirement..., Series 63, Asset Allocation, Investments, Insurance, Financial Services, Pensions, Mutual Funds, Employee Benefits
Education
University of Missouri-Columbia, College of Business 1997 — 2001
BSBA, Finance
Paint 'n Sip, LLC April 2012 - Present
Tyler Technologies December 2006 - July 2012
Tyler Technologies January 2010 - December 2010
Guilford Mills 1996 - 1998
The Todd Organization 1995 - 1996
Skills
Business Analysis, Process Improvement, Visio, XML, MS Project, Program Management, Software Implementation, SharePoint, Software Project..., Project Planning, Access, Agile Methodologies, Requirements Analysis, SaaS, Hands-on Training, Contract Negotiation, Microsoft Office, Microsoft SQL Server, Budgets
Education
University of North Carolina at Greensboro 1991 — 1996
Bachelor of Arts (BA), Operations Management, Music, Education
The Todd Organization June 2007 - Present
Education
Elon University 2002 — 2006
excelleRx November 2004 - Present
The Todd Organization February 2004 - November 2004
Syngenta Crop Protection July 2001 - February 2004
Skills
Microsoft SQL Server, JavaScript, XML, .NET, Visual Studio
Education
Francis Marion University 1998 — 2001
Bachelor of Business Administration (BBA), Management Information Systems, General, 3.4
College of Charleston 1994 — 1998
Business Administration and Management, General
The Todd Organization January 2013 - September 2014
Skills
Insurance, Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Risk Management, Project Management, Business Analysis, Microsoft Word, Health Insurance, Marketing
Education
University of Alabama 2005 — 2009
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
The Todd Organization 2002 - Present
Niku 2000 - 2002
Graham Windham 1996 - 1998
Education
State University of New York College at Geneseo 1992 — 1996
Bachelor's Degree, Psychology
Somerville Home, Inc. November 2006 - Present
The Todd Organization August 2001 - December 2003
PageNet August 1992 - June 1996
Skills
Employee Relations, Benefits Administration, Recruiting, Payroll, Employee Training, Workplace Safety
Education
Salem State University 1983 — 1987
Bachelor of Science (BS), Business Administration