Transamerica Company
Industry: Insurance company
DescriptionThe Transamerica Corporation is an American holding company for various life insurance companies and investment firms operating primarily in the United States, offering life and supplemental health insurance, investments, and retirement services. Headquarters: Cedar Rapids, Iowa, United States Parent organization: Aegon N.V. CEO: Mark W. Mullin (Jan 2010–) Founder: Amadeo Giannini Founded: 1928, San Francisco, California, United States Subsidiaries: World Financial Group,
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Transamerica Employees
Employee
Years
Job
Industry
Rhonda Mills Rhonda Mills's Transamerica Experience August 2014 - Present
Job Attorney
Industry Financial Services
Experience
Transamerica August 2014 - Present
ALPS Fund Services, Inc. November 2011 - July 2014
Mills Law, LLC January 2010 - November 2011
Old Mutual Capital June 2006 - December 2009
Great-West Life and Annuity Insurance Company 2004 - 2006
J.D. Edwards April 2000 - October 2003
Skills
Asset Management, Alternative Investments, Securities, Securities Regulation, Mutual Funds, Due Diligence, FINRA, Equities, Series 7, Financial Services
Education
New England Law Boston 1990 — 1993
Juris Doctor, Law
University of Northern Colorado 1984 — 1988
Pre-Professional Psychology, Psychology
New England Law Boston
New England Law Boston
Transamerica August 2014 - Present
ALPS Fund Services, Inc. November 2011 - July 2014
Mills Law, LLC January 2010 - November 2011
Old Mutual Capital June 2006 - December 2009
Great-West Life and Annuity Insurance Company 2004 - 2006
J.D. Edwards April 2000 - October 2003
Skills
Asset Management, Alternative Investments, Securities, Securities Regulation, Mutual Funds, Due Diligence, FINRA, Equities, Series 7, Financial Services
Education
New England Law Boston 1990 — 1993
Juris Doctor, Law
University of Northern Colorado 1984 — 1988
Pre-Professional Psychology, Psychology
New England Law Boston
New England Law Boston
Michelle Dopp Michelle Dopp's Transamerica Experience April 2014 - Present
Job Accountant at Transamerica
Industry Individual & Family Services
Experience
Transamerica April 2014 - Present
Little Pumpkin Daycare February 2003 - April 2014
Bridgepoint - CMF&Z July 1999 - January 2003
Starter - Athletic apparel August 1997 - April 1999
Skills
Invoicing, Bookkeeping, 10 Key, Spreadsheets, Time Management, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Typing, Administrative..., Childcare, Cpr Certified, Expenses, Retail
Education
Mount Mercy College 2011 — 2014
Bachelor's Degree, Accounting and Finance
Kirkwood Community College 2008 — 2011
Associate of Arts (AA)
Applebaum Training Institute
Early Childhood Education and Teaching
Transamerica April 2014 - Present
Little Pumpkin Daycare February 2003 - April 2014
Bridgepoint - CMF&Z July 1999 - January 2003
Starter - Athletic apparel August 1997 - April 1999
Skills
Invoicing, Bookkeeping, 10 Key, Spreadsheets, Time Management, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Typing, Administrative..., Childcare, Cpr Certified, Expenses, Retail
Education
Mount Mercy College 2011 — 2014
Bachelor's Degree, Accounting and Finance
Kirkwood Community College 2008 — 2011
Associate of Arts (AA)
Applebaum Training Institute
Early Childhood Education and Teaching
Brenna Miller Brenna Miller's Transamerica Experience August 2014 - Present
Job Customer Experience Manager at Transamerica
Industry Financial Services
Experience
Transamerica August 2014 - Present
Transamerica March 2012 - Present
Transamerica June 2008 - March 2012
Transamerica December 2004 - June 2008
Skills
Marketing Communications, Management, Public Relations, Leadership Development, Leadership, Marketing, Internal Communications, Training, Recruiting, Strategy, Interviews, Public Speaking, Event Planning, Corporate Communications, Writing, Presentations, Project Management, Talent Management, Building Relationships, Marketing Strategy, Press Releases, Employee Engagement, College Recruiting, Customer Experience, Process Improvement, Relationship Management, Financial Services, Insurance
Education
University of Iowa 2007 — 2009
Master of Business Administration (MBA), Organizational Leadership
Mount Mercy College 2002 — 2004
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Transamerica August 2014 - Present
Transamerica March 2012 - Present
Transamerica June 2008 - March 2012
Transamerica December 2004 - June 2008
Skills
Marketing Communications, Management, Public Relations, Leadership Development, Leadership, Marketing, Internal Communications, Training, Recruiting, Strategy, Interviews, Public Speaking, Event Planning, Corporate Communications, Writing, Presentations, Project Management, Talent Management, Building Relationships, Marketing Strategy, Press Releases, Employee Engagement, College Recruiting, Customer Experience, Process Improvement, Relationship Management, Financial Services, Insurance
Education
University of Iowa 2007 — 2009
Master of Business Administration (MBA), Organizational Leadership
Mount Mercy College 2002 — 2004
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Christopher De Vito Christopher De Vito's Transamerica Experience 2013 - Present
Job Money Management Professional
Industry Financial Services
Experience
Transamerica 2013 - Present
Morgan Stanley Wealth Management 2000 - 2012
DSW Shoe Warehouse January 1999 - September 2000
Just For Feet July 1990 - 1995
Skills
Fixed Income, Trading, Equities, Trading Systems, Securities, Derivatives, Options, Financial Markets, Bloomberg, Investments, Equity Derivatives, Bonds, Asset Managment, Bloomberg Terminal, Settlement, Equity Trading, Capital Markets, Wealth Management, Back Office, Asset Allocation, FINRA, Middle Office, Investment Advisory, Finance, Financial Services, Investment Banking, Customer Service, Asset Management, Portfolio Management, Financial Risk, Customer Relations, Customer Satisfaction, Employee Training
Education
Nassau Community College 1994 — 1995
No Degree, Accounting
East Meadow High School
Our Lady of Perpetual Help
Transamerica 2013 - Present
Morgan Stanley Wealth Management 2000 - 2012
DSW Shoe Warehouse January 1999 - September 2000
Just For Feet July 1990 - 1995
Skills
Fixed Income, Trading, Equities, Trading Systems, Securities, Derivatives, Options, Financial Markets, Bloomberg, Investments, Equity Derivatives, Bonds, Asset Managment, Bloomberg Terminal, Settlement, Equity Trading, Capital Markets, Wealth Management, Back Office, Asset Allocation, FINRA, Middle Office, Investment Advisory, Finance, Financial Services, Investment Banking, Customer Service, Asset Management, Portfolio Management, Financial Risk, Customer Relations, Customer Satisfaction, Employee Training
Education
Nassau Community College 1994 — 1995
No Degree, Accounting
East Meadow High School
Our Lady of Perpetual Help
Drew Hatfield Drew Hatfield's Transamerica Experience November 2013 - Present
Job Internal Sales Consultant at Transamerica
Industry Financial Services
Experience
Transamerica November 2013 - Present
Transamerica February 2013 - November 2013
Transamerica Financial Solutions June 2011 - February 2013
Cedar Rapids Toyota Scion January 2011 - June 2011
Transamerica May 2004 - January 2011
Skills
Series 6, Management, Leadership, Series 63, Insurance, Coaching, Marketing, Sales, Life Insurance, Customer Service, Fixed Annuities, Asset Allocation, Retirement, Retirement Planning, Employee Benefits, Disability Insurance, Health Insurance
Education
Mount Mercy University
Bachelor's Degree, Business Administration and Management, General
Transamerica November 2013 - Present
Transamerica February 2013 - November 2013
Transamerica Financial Solutions June 2011 - February 2013
Cedar Rapids Toyota Scion January 2011 - June 2011
Transamerica May 2004 - January 2011
Skills
Series 6, Management, Leadership, Series 63, Insurance, Coaching, Marketing, Sales, Life Insurance, Customer Service, Fixed Annuities, Asset Allocation, Retirement, Retirement Planning, Employee Benefits, Disability Insurance, Health Insurance
Education
Mount Mercy University
Bachelor's Degree, Business Administration and Management, General
Laura Berg Laura Berg's Transamerica Experience June 2008 - June 2009
Job Director of Operations at Arapaho Asset Management LLC
Industry Investment Management
Experience
Arapaho Asset Management LLC September 2014 - Present
Fidelity Investments October 2013 - September 2014
OppenheimerFunds August 2012 - July 2013
Janus Capital Group February 2010 - June 2012
Transamerica June 2008 - June 2009
Transamerica Life Insurance Company January 2004 - June 2008
Skills
Series 24, Series 7, Series 63, Investments, Mutual Funds, Sales, Retirement Planning, Asset Allocation, Bonds, 401k, Series 6, Securities, Wealth Management, Alternative Investments, Asset Management, Retirement, Portfolio Management, series 66, Sales Management
Education
Mount Mercy College 2005 — 2008
Bachelor of Science, Business
University of Iowa 1999 — 2002
Arapaho Asset Management LLC September 2014 - Present
Fidelity Investments October 2013 - September 2014
OppenheimerFunds August 2012 - July 2013
Janus Capital Group February 2010 - June 2012
Transamerica June 2008 - June 2009
Transamerica Life Insurance Company January 2004 - June 2008
Skills
Series 24, Series 7, Series 63, Investments, Mutual Funds, Sales, Retirement Planning, Asset Allocation, Bonds, 401k, Series 6, Securities, Wealth Management, Alternative Investments, Asset Management, Retirement, Portfolio Management, series 66, Sales Management
Education
Mount Mercy College 2005 — 2008
Bachelor of Science, Business
University of Iowa 1999 — 2002
Kerry Watkins Kerry Watkins's Transamerica Experience July 1994 - March 1995
Job Tax Associate at H&R Block
Industry Financial Services
Experience
Schoolhouse Language Center April 1998 - December 2013
Oxford University Press January 2001 - December 2006
Superkids Language Academy February 1997 - April 1998
J. Nissi Corporation March 1995 - January 1997
Transamerica July 1994 - March 1995
Comdata August 1992 - July 1994
Skills
Analysis, Strategic Planning, Research, Public Speaking, Mandarin, Product Development, Project Management, Cross-cultural..., Teaching, Microsoft Office, Microsoft Excel, Financial Reporting, Marketing, Microsoft Word, PowerPoint, Finance, Financial Analysis, Process Improvement, Leadership, Management
Education
National Cheng Kung University 2006 — 2009
International MBA, Finance, 4.0/4.0
Wenzao Ursuline University of Languages 2010 — 2013
Mandarin Chinese
Samford University 1987 — 1992
BS, Business Management
Brentwood Academy
Schoolhouse Language Center April 1998 - December 2013
Oxford University Press January 2001 - December 2006
Superkids Language Academy February 1997 - April 1998
J. Nissi Corporation March 1995 - January 1997
Transamerica July 1994 - March 1995
Comdata August 1992 - July 1994
Skills
Analysis, Strategic Planning, Research, Public Speaking, Mandarin, Product Development, Project Management, Cross-cultural..., Teaching, Microsoft Office, Microsoft Excel, Financial Reporting, Marketing, Microsoft Word, PowerPoint, Finance, Financial Analysis, Process Improvement, Leadership, Management
Education
National Cheng Kung University 2006 — 2009
International MBA, Finance, 4.0/4.0
Wenzao Ursuline University of Languages 2010 — 2013
Mandarin Chinese
Samford University 1987 — 1992
BS, Business Management
Brentwood Academy
Xinran(Joyce) Yue Xinran(Joyce) Yue's Transamerica Experience October 2014 - November 2014
Job Data Analyst at Antero Resources
Industry Accounting
Experience
Denver Asset Building Coalition January 2014 - Present
University of Denver September 2013 - Present
Antero Resources June 2014 - March 2015
Transamerica October 2014 - November 2014
Gobeyond International LLC March 2014 - April 2014
HuaTai Securities Co.,Ltd. July 2013 - August 2013
Dahuaguoxin Credit Rating CO, LTD December 2012 - January 2013
Morgan Stanley Huaxin Funds July 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Accounting, Financial Analysis, Microsoft Excel, PowerPoint, Photoshop, Teamwork, Photography, Time Management, General Ledger, Team Leadership, Research, Finance, Financial Statements, IT Audit, Data Analysis, Data Mining, Data Modeling
Education
University of Denver - Daniels College of Business 2013 — 2015
Master of Science (MS), Accounting
Nanjing Agricultural University 2009 — 2013
Bachelor of Science (BS), Finance, General
Denver Asset Building Coalition January 2014 - Present
University of Denver September 2013 - Present
Antero Resources June 2014 - March 2015
Transamerica October 2014 - November 2014
Gobeyond International LLC March 2014 - April 2014
HuaTai Securities Co.,Ltd. July 2013 - August 2013
Dahuaguoxin Credit Rating CO, LTD December 2012 - January 2013
Morgan Stanley Huaxin Funds July 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Accounting, Financial Analysis, Microsoft Excel, PowerPoint, Photoshop, Teamwork, Photography, Time Management, General Ledger, Team Leadership, Research, Finance, Financial Statements, IT Audit, Data Analysis, Data Mining, Data Modeling
Education
University of Denver - Daniels College of Business 2013 — 2015
Master of Science (MS), Accounting
Nanjing Agricultural University 2009 — 2013
Bachelor of Science (BS), Finance, General
Aaron Lucero Aaron Lucero's Transamerica Experience August 2015 - Present
Job Claims Examiner at Transamerica
Industry Insurance
Experience
Transamerica August 2015 - Present
Bank of America April 2014 - July 2015
Fox's Pizza Den March 2012 - September 2013
Papa Johns January 2011 - March 2012
Little Anitas May 2010 - August 2010
Skills
Finance, Management, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Computers, Telephone Skills, Time Management, Social Networking, Teamwork, Financial Analysis, Windows, Access, Sales
Education
New Mexico State University 2007 — 2013
Bachelor of Business Administration (BBA), Finance, General
New Mexico State University 2007 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Transamerica August 2015 - Present
Bank of America April 2014 - July 2015
Fox's Pizza Den March 2012 - September 2013
Papa Johns January 2011 - March 2012
Little Anitas May 2010 - August 2010
Skills
Finance, Management, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Computers, Telephone Skills, Time Management, Social Networking, Teamwork, Financial Analysis, Windows, Access, Sales
Education
New Mexico State University 2007 — 2013
Bachelor of Business Administration (BBA), Finance, General
New Mexico State University 2007 — 2013
Bachelor of Business Administration (BBA), Business Administration and Management, General
Ken Roberts Ken Roberts's Transamerica Experience July 2015 - Present
Job Marketing Systems Director at Transamerica
Industry Marketing and Advertising
Experience
Transamerica July 2015 - Present
Incisive-M January 2012 - Present
Spirent February 2010 - December 2014
Certona Corporation January 2009 - February 2010
SmartDraw April 2006 - 2009
Vector Management Solutions June 2003 - April 2006
CenterBeam 2001 - 2003
Azron 1995 - 2001
Skills
Digital Marketing, SaaS, Email Marketing, Analytics, Social Media Marketing, Content Marketing, B2B Marketing, SEO, Product Management, Lead Generation, SEM, Marketing Strategy, B2B, Agency Relationship..., Strategic Partnerships, Market Research, Marketing, Start-ups, Sales Management, Product Development, Business Development, Integrated Marketing, Cloud Computing, Enterprise Software, Business Intelligence, Account Management, Strategy, Marketing Communications, Web Marketing, Sales Operations, Management, Go-to-market Strategy, Multi-channel Marketing, Marketing Research, Competitive Analysis, Professional Services, Demand Generation, CRM, E-commerce, Partner Management, Project Management, Salesforce.com, Mobile Devices, Online Marketing
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA
New Jersey Institute of Technology
MSCIS
New Jersey Institute of Technology
BSEE
Transamerica July 2015 - Present
Incisive-M January 2012 - Present
Spirent February 2010 - December 2014
Certona Corporation January 2009 - February 2010
SmartDraw April 2006 - 2009
Vector Management Solutions June 2003 - April 2006
CenterBeam 2001 - 2003
Azron 1995 - 2001
Skills
Digital Marketing, SaaS, Email Marketing, Analytics, Social Media Marketing, Content Marketing, B2B Marketing, SEO, Product Management, Lead Generation, SEM, Marketing Strategy, B2B, Agency Relationship..., Strategic Partnerships, Market Research, Marketing, Start-ups, Sales Management, Product Development, Business Development, Integrated Marketing, Cloud Computing, Enterprise Software, Business Intelligence, Account Management, Strategy, Marketing Communications, Web Marketing, Sales Operations, Management, Go-to-market Strategy, Multi-channel Marketing, Marketing Research, Competitive Analysis, Professional Services, Demand Generation, CRM, E-commerce, Partner Management, Project Management, Salesforce.com, Mobile Devices, Online Marketing
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA
New Jersey Institute of Technology
MSCIS
New Jersey Institute of Technology
BSEE
Barb Chermak Barb Chermak's Transamerica Experience 2011 - Present
Job Top of the Pyramid Partner at Transamerica
Industry Financial Services
Experience
Transamerica 2011 - Present
Keller Williams Realty June 2006 - August 2011
GAiN Global Aid Network 2011 - 2011
Leadership McKinney 2009 - 2010
Wells Fargo September 2001 - May 2006
Skills
Sales
Education
Mount Mercy University 2014 — 2018
Master's Degree, Strategic Leadership
University of Northern Iowa 1990 — 1992
BA, Business, Graphics
Transamerica 2011 - Present
Keller Williams Realty June 2006 - August 2011
GAiN Global Aid Network 2011 - 2011
Leadership McKinney 2009 - 2010
Wells Fargo September 2001 - May 2006
Skills
Sales
Education
Mount Mercy University 2014 — 2018
Master's Degree, Strategic Leadership
University of Northern Iowa 1990 — 1992
BA, Business, Graphics
Tinisha Taylor Tinisha Taylor's Transamerica Experience August 2012 - Present
Job Recruiter at Transamerica, an Aegon Company
Industry Human Resources
Experience
Transamerica August 2012 - Present
Comcast Cable November 2011 - August 2012
Dynamics Research Corporation 2011 - 2011
Cobham Defense Electronic Systems July 2009 - January 2010
Magellan Behavioral Health 2010 - 2010
WOOD Consulting Services, Inc. February 2009 - June 2009
ASHLIN Management Group 2007 - 2009
Skills
ADP Payroll, Oracle HR, PeopleSoft, iCIMS, Microsoft Office, Technical Recruiting, College Recruiting, SAP, Corporate Recruiting, Sourcing, Onboarding, Recruiting, Human Resources, Applicant Tracking..., Job Fairs, Internet Recruiting, Benefits Administration, Employee Relations, Talent Acquisition, Interviews
Education
Norfolk State University
B.A., Sociology
Transamerica August 2012 - Present
Comcast Cable November 2011 - August 2012
Dynamics Research Corporation 2011 - 2011
Cobham Defense Electronic Systems July 2009 - January 2010
Magellan Behavioral Health 2010 - 2010
WOOD Consulting Services, Inc. February 2009 - June 2009
ASHLIN Management Group 2007 - 2009
Skills
ADP Payroll, Oracle HR, PeopleSoft, iCIMS, Microsoft Office, Technical Recruiting, College Recruiting, SAP, Corporate Recruiting, Sourcing, Onboarding, Recruiting, Human Resources, Applicant Tracking..., Job Fairs, Internet Recruiting, Benefits Administration, Employee Relations, Talent Acquisition, Interviews
Education
Norfolk State University
B.A., Sociology
Christi Ficek Christi Ficek's Transamerica Experience August 2012 - Present
Job Director, Agency New Business at Transamerica
Industry Financial Services
Experience
Transamerica August 2012 - Present
Transamerica Life Insurance Company October 2011 - August 2012
Transamerica Life & Protection December 2006 - November 2011
Life Investors Financial Group, Inc. 2004 - 2006
Life Investors Financial Group, Inc. 2001 - 2004
Life Investors Financial Group, Inc. 2000 - 2002
Western Reserve Life Insurance Company (a Transamerica Company) 1996 - 2000
Skills
Developing Client..., Project Execution, Operations Management, Communication, Strategic project..., Resource Allocation, Project Planning, Analysis, New Business Development, Customer Relations, Team Building, Project Management, Strategic Planning, Leadership, Strategy, Management, Process Improvement, Program Management, Business Development, Insurance, Life Insurance
Education
Delta State University
BA, Business Administration
Mount Mercy University
Marketing, Finance
Transamerica August 2012 - Present
Transamerica Life Insurance Company October 2011 - August 2012
Transamerica Life & Protection December 2006 - November 2011
Life Investors Financial Group, Inc. 2004 - 2006
Life Investors Financial Group, Inc. 2001 - 2004
Life Investors Financial Group, Inc. 2000 - 2002
Western Reserve Life Insurance Company (a Transamerica Company) 1996 - 2000
Skills
Developing Client..., Project Execution, Operations Management, Communication, Strategic project..., Resource Allocation, Project Planning, Analysis, New Business Development, Customer Relations, Team Building, Project Management, Strategic Planning, Leadership, Strategy, Management, Process Improvement, Program Management, Business Development, Insurance, Life Insurance
Education
Delta State University
BA, Business Administration
Mount Mercy University
Marketing, Finance
Eric Strader Eric Strader's Transamerica Experience May 2014 - Present
Job Lead IT Consultant at Transamerica
Industry Financial Services
Experience
Transamerica May 2014 - Present
Transamerica October 2012 - May 2014
Transamerica June 2007 - October 2012
Rockwell Collins October 2011 - April 2012
CI3 Integrators December 2001 - June 2007
Skills
Strategic Planning, Information Technology..., CISSP, Microsoft Technologies, Citrix, VMware View, Information Security, Public Speaking, Technical Presentations, Toastmasters, MCSA, CEH, MCSE 2003, ITIL v3 Foundations..., IT Project+, Security+, Windows 7, Mobility Strategy, Mobility Management, Benefit Cost Analysis, Pre/Post Sales Engineers, Systems Engineering, Group Policy, SCCM, Six Sigma, Virtualization, Solution Architecture, Enterprise Security, Enterprise Architecture, Desktop Administration, Risk Assessment, Event Management, Risk Management, System Center Suite, Threat & Vulnerability..., Security, App-V, Application..., Business Analysis, Disaster Recovery, Visio, Infrastructure, Process Improvement, Vendor Management, Requirements Analysis
Education
Western Governors University 2006 — 2009
Bachelor of Applied Science (BASc), Information Technology Security
North Iowa Area Community College 1998 — 2000
Information Systems Technology, Information Systems Technology
Guttenberg High School 1994 — 1998
Diploma
Transamerica May 2014 - Present
Transamerica October 2012 - May 2014
Transamerica June 2007 - October 2012
Rockwell Collins October 2011 - April 2012
CI3 Integrators December 2001 - June 2007
Skills
Strategic Planning, Information Technology..., CISSP, Microsoft Technologies, Citrix, VMware View, Information Security, Public Speaking, Technical Presentations, Toastmasters, MCSA, CEH, MCSE 2003, ITIL v3 Foundations..., IT Project+, Security+, Windows 7, Mobility Strategy, Mobility Management, Benefit Cost Analysis, Pre/Post Sales Engineers, Systems Engineering, Group Policy, SCCM, Six Sigma, Virtualization, Solution Architecture, Enterprise Security, Enterprise Architecture, Desktop Administration, Risk Assessment, Event Management, Risk Management, System Center Suite, Threat & Vulnerability..., Security, App-V, Application..., Business Analysis, Disaster Recovery, Visio, Infrastructure, Process Improvement, Vendor Management, Requirements Analysis
Education
Western Governors University 2006 — 2009
Bachelor of Applied Science (BASc), Information Technology Security
North Iowa Area Community College 1998 — 2000
Information Systems Technology, Information Systems Technology
Guttenberg High School 1994 — 1998
Diploma
Linda H. Lee, PhD Linda H. Lee, PhD's Transamerica Experience 1996 - 1996
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Infinite Computer Solutions 2011 - 2011
ZeroChaos 2006 - 2008
Login Consulting 2001 - 2006
P. Murphy & Associates 2000 - 2001
Global Research and Development Corporation 1998 - 2000
IBM 1996 - 1998
Transamerica 1996 - 1996
merisel 1994 - 1996
IBM 1982 - 1994
Xerox-PARC 1982 - 1982
Skills
SAP, Requirements Analysis, Analysis, Project Management, ITIL, SQL, Business Intelligence, Software Project..., PMP, Software Documentation, Information Technology, SDLC, Business Analysis, Visio, Integration
Education
USC 1993 — 1997
Doctor of Philosophy (PhD), Educational Psychology
USC Marshall School of Business 1983 — 1987
Master of Business Administration (MBA), Information Systems and Accounting
USC 1980 — 1982
Master of Science (MS), Computer Engineering
National Taiwan University 1975 — 1979
Bachelor of Science (BS)
Infinite Computer Solutions 2011 - 2011
ZeroChaos 2006 - 2008
Login Consulting 2001 - 2006
P. Murphy & Associates 2000 - 2001
Global Research and Development Corporation 1998 - 2000
IBM 1996 - 1998
Transamerica 1996 - 1996
merisel 1994 - 1996
IBM 1982 - 1994
Xerox-PARC 1982 - 1982
Skills
SAP, Requirements Analysis, Analysis, Project Management, ITIL, SQL, Business Intelligence, Software Project..., PMP, Software Documentation, Information Technology, SDLC, Business Analysis, Visio, Integration
Education
USC 1993 — 1997
Doctor of Philosophy (PhD), Educational Psychology
USC Marshall School of Business 1983 — 1987
Master of Business Administration (MBA), Information Systems and Accounting
USC 1980 — 1982
Master of Science (MS), Computer Engineering
National Taiwan University 1975 — 1979
Bachelor of Science (BS)
Jennifer (Saviski) Padavic Jennifer (Saviski) Padavic's Transamerica Experience 1999 - 2008
Job Medical Insurance Consultant
Industry Management Consulting
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas February 2015 - Present
MidAmerican Group, Inc. January 2009 - June 2010
Transamerica 1999 - 2008
Aon Hewitt July 1993 - June 1999
Skills
Account Management, Project Planning, Superior Client Service, Client Education, Strategic Financial..., Financial Education, Strategic Communications, Team Management, Team-oriented, Educational Leadership, Consultative Approach, HR Consulting, Strategic Consulting, Goal Oriented, Training Delivery, Instructor-led Training, Differentiated..., Operating Budgets, Program Implementation, Non-profit Consulting, Benefits Administration, Defined Contribution, 401k Management, Benefits Negotiation, Health Insurance, 401k, Client Services, Employee Training, Employee Benefits, Team Building, Strategic Planning, Training, CRM, Human Resources, Management, Consulting
Education
National-Louis University 1998 — 2000
Master of Arts (M.A.), Elementary Education and Teaching
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science (B.S.), Finance, General
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas February 2015 - Present
MidAmerican Group, Inc. January 2009 - June 2010
Transamerica 1999 - 2008
Aon Hewitt July 1993 - June 1999
Skills
Account Management, Project Planning, Superior Client Service, Client Education, Strategic Financial..., Financial Education, Strategic Communications, Team Management, Team-oriented, Educational Leadership, Consultative Approach, HR Consulting, Strategic Consulting, Goal Oriented, Training Delivery, Instructor-led Training, Differentiated..., Operating Budgets, Program Implementation, Non-profit Consulting, Benefits Administration, Defined Contribution, 401k Management, Benefits Negotiation, Health Insurance, 401k, Client Services, Employee Training, Employee Benefits, Team Building, Strategic Planning, Training, CRM, Human Resources, Management, Consulting
Education
National-Louis University 1998 — 2000
Master of Arts (M.A.), Elementary Education and Teaching
University of Illinois at Urbana-Champaign 1989 — 1993
Bachelor of Science (B.S.), Finance, General
Andrea Huntley, PMP Andrea Huntley, PMP's Transamerica Experience 1999 - 2001
Job Senior Director, Program Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2011 - Present
TIAA-CREF 2007 - 2011
TIAA-CREF 2005 - 2007
Bank of America 2001 - 2005
Transamerica 1999 - 2001
Skills
Program Management, SDLC, PMO, Process Improvement, Vendor Management, Business Analysis, Project Portfolio..., Risk Management, Financial Services, Business Process..., PMP, Portfolio Management, Software Project..., Project Management, Strategic Financial...
Education
North Carolina Agricultural and Technical State University 1989 — 1993
Accounting
TIAA-CREF 2011 - Present
TIAA-CREF 2007 - 2011
TIAA-CREF 2005 - 2007
Bank of America 2001 - 2005
Transamerica 1999 - 2001
Skills
Program Management, SDLC, PMO, Process Improvement, Vendor Management, Business Analysis, Project Portfolio..., Risk Management, Financial Services, Business Process..., PMP, Portfolio Management, Software Project..., Project Management, Strategic Financial...
Education
North Carolina Agricultural and Technical State University 1989 — 1993
Accounting
liangzhong Chen liangzhong Chen's Transamerica Experience June 2004 - May 2010
Job Sr Quantitative Strategist at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group May 2014 - Present
Transamerica June 2004 - May 2010
Ansoft Corporation June 1999 - January 2003
Skills
ETFs, Alternative Investments, Investment Strategies, Fixed Income, Equities, Bloomberg, Trading Systems, Hedge Funds, Asset Managment, Financial Modeling, Investments
Education
NJIT 1996 — 1998
Master's degree, Mathematics
Peking University 1988 — 1992
Bachelor's degree, Mathematics
Lincoln Financial Group May 2014 - Present
Transamerica June 2004 - May 2010
Ansoft Corporation June 1999 - January 2003
Skills
ETFs, Alternative Investments, Investment Strategies, Fixed Income, Equities, Bloomberg, Trading Systems, Hedge Funds, Asset Managment, Financial Modeling, Investments
Education
NJIT 1996 — 1998
Master's degree, Mathematics
Peking University 1988 — 1992
Bachelor's degree, Mathematics
Kurt Gramm - CPA, MBA Kurt Gramm - CPA, MBA's Transamerica Experience 2012 - 2013
Job Haskel International LLC
Industry Accounting
Experience
Haskel International LLC April 2014 - Present
Ricon 2014 - 2015
LA Fellows Cohort 7 January 2013 - April 2013
Transamerica 2012 - 2013
POM Wonderful 2010 - 2012
Move.Com 2005 - 2009
3D Systems 2003 - 2005
Hawker Pacific Aerospace 2000 - 2003
Hamilton Sundstrand - Haskel International 1994 - 2000
Skills
Oracle, PeopleSoft, Sage, PowerPoint, Access, Quicken, Microsoft Excel, Microsoft Office, Outlook, Impromptu, Forecasting, General Ledger, Financial Analysis, Process Improvement, Cost Accounting, Accounting, SOX Compliancy, Statutory Compliances, Research, Analyze Problems, Organized with Strong..., Variance Analysis, Advise, Zero-based Budgeting, Financial Modeling, Managing Workflow, Managing Associates, Teach Others, Budgets, Analysis, Internal Controls, Leadership, Management, Financial Reporting, Account Reconciliation, Payroll, Auditing, GAAP, Internal Audit, Budgeting, Finance, Sarbanes-Oxley Act
Education
LA Fellows 2013 — 2013
EU - GLA Professionals 2012 — 2013
Mount Saint Mary's College
BS, Accounting
Woodbury University
Master's degree, Business, 3.9
Haskel International LLC April 2014 - Present
Ricon 2014 - 2015
LA Fellows Cohort 7 January 2013 - April 2013
Transamerica 2012 - 2013
POM Wonderful 2010 - 2012
Move.Com 2005 - 2009
3D Systems 2003 - 2005
Hawker Pacific Aerospace 2000 - 2003
Hamilton Sundstrand - Haskel International 1994 - 2000
Skills
Oracle, PeopleSoft, Sage, PowerPoint, Access, Quicken, Microsoft Excel, Microsoft Office, Outlook, Impromptu, Forecasting, General Ledger, Financial Analysis, Process Improvement, Cost Accounting, Accounting, SOX Compliancy, Statutory Compliances, Research, Analyze Problems, Organized with Strong..., Variance Analysis, Advise, Zero-based Budgeting, Financial Modeling, Managing Workflow, Managing Associates, Teach Others, Budgets, Analysis, Internal Controls, Leadership, Management, Financial Reporting, Account Reconciliation, Payroll, Auditing, GAAP, Internal Audit, Budgeting, Finance, Sarbanes-Oxley Act
Education
LA Fellows 2013 — 2013
EU - GLA Professionals 2012 — 2013
Mount Saint Mary's College
BS, Accounting
Woodbury University
Master's degree, Business, 3.9
Gretchen Barske's Transamerica Experience August 2008 - Present
Job Benefits Accounting Manager at Transamerica
Industry Insurance
Experience
Transamerica August 2008 - Present
Transamerica 2003 - 2008
Sauer-Danfoss 2001 - 2003
Amana Appliances / Maytag 2000 - 2001
Parsons Technology 1990 - 2000
Skills
PeopleSoft, Project Management, Financial Accounting, Strategic Planning, Customer Service, Budgets, Outlook, Access, Strategic Financial..., Forecasting, Accounting, Software Documentation, Analysis, Business Process..., Microsoft Office, Process Improvement, Finance, Internal Controls, Microsoft Excel, PowerPoint, Internal Audit, Benefits Administration, Data Analysis, Cost Accounting, Vendor Management, Financial Analysis, Sarbanes-Oxley Act, Risk Management, SAP, Lotus Notes, Training, Auditing, Financial Reporting, Employee Benefits, Management, Financial Modeling, Business Analysis, Insurance, Microsoft Word, Database Administration
Education
Mount Mercy College 2003 — 2005
Bachelor of Applied Science, Major in Business; Minor in Accounting
Linn Mar High School 1985 — 1988
Transamerica August 2008 - Present
Transamerica 2003 - 2008
Sauer-Danfoss 2001 - 2003
Amana Appliances / Maytag 2000 - 2001
Parsons Technology 1990 - 2000
Skills
PeopleSoft, Project Management, Financial Accounting, Strategic Planning, Customer Service, Budgets, Outlook, Access, Strategic Financial..., Forecasting, Accounting, Software Documentation, Analysis, Business Process..., Microsoft Office, Process Improvement, Finance, Internal Controls, Microsoft Excel, PowerPoint, Internal Audit, Benefits Administration, Data Analysis, Cost Accounting, Vendor Management, Financial Analysis, Sarbanes-Oxley Act, Risk Management, SAP, Lotus Notes, Training, Auditing, Financial Reporting, Employee Benefits, Management, Financial Modeling, Business Analysis, Insurance, Microsoft Word, Database Administration
Education
Mount Mercy College 2003 — 2005
Bachelor of Applied Science, Major in Business; Minor in Accounting
Linn Mar High School 1985 — 1988
Alan Diehl's Transamerica Experience May 2008 - Present
Job Project Manager at Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2012 - Present
Transamerica May 2008 - Present
Skills
401k, Defined Benefit, Pensions, Retirement, Series 6, Retirement Planning, Retirement Plan..., Mutual Funds, Defined Contribution, Financial Services
Education
Mount Mercy University 2013 — 2015
Bachelors in Business and Finance, Business and Finance
Mt. Mercy University 2013 — 2014
Transamerica Retirement Solutions January 2012 - Present
Transamerica May 2008 - Present
Skills
401k, Defined Benefit, Pensions, Retirement, Series 6, Retirement Planning, Retirement Plan..., Mutual Funds, Defined Contribution, Financial Services
Education
Mount Mercy University 2013 — 2015
Bachelors in Business and Finance, Business and Finance
Mt. Mercy University 2013 — 2014
Kasie Lombardi Kasie Lombardi's Transamerica Experience July 2008 - June 2013
Job Scrum Master and Senior Business Application Support Analyst at Aegon Global Technologies
Industry Insurance
Experience
Aegon Global Technologies June 2013 - Present
Agile coaches 2008 - 2015
Agile coaches 2008 - 2015
Transamerica July 2008 - June 2013
Skills
Business Requirements, Requirements Gathering, SDLC, Business Analysis, User Acceptance Testing, SharePoint, Visio, Leadership, Relationship Management, Crystal Reports, Scrum, Business Process..., Access, Microsoft Excel, Agile & Waterfall..., User Analysis, Employee Training, Long-term Customer..., Operational Efficiency, HTML, Risk Management, Forecasting, Communication, Agile Methodologies, Agile Project Management, Agile Web Development, Process Improvement, Insurance, Requirements Analysis, Vendor Management, Software Documentation, Customer Service
Education
Mount Mercy College 2010 — 2013
Bachelor of Applied Science (BASc), Business Administration and Management, General
Aegon Global Technologies June 2013 - Present
Agile coaches 2008 - 2015
Agile coaches 2008 - 2015
Transamerica July 2008 - June 2013
Skills
Business Requirements, Requirements Gathering, SDLC, Business Analysis, User Acceptance Testing, SharePoint, Visio, Leadership, Relationship Management, Crystal Reports, Scrum, Business Process..., Access, Microsoft Excel, Agile & Waterfall..., User Analysis, Employee Training, Long-term Customer..., Operational Efficiency, HTML, Risk Management, Forecasting, Communication, Agile Methodologies, Agile Project Management, Agile Web Development, Process Improvement, Insurance, Requirements Analysis, Vendor Management, Software Documentation, Customer Service
Education
Mount Mercy College 2010 — 2013
Bachelor of Applied Science (BASc), Business Administration and Management, General
Bill Pilsbury, CFA Bill Pilsbury, CFA's Transamerica Experience January 2008 - May 2011
Job
Industry Capital Markets
Experience
Bank of Montreal April 2014 - Present
J.P. Morgan June 2012 - March 2014
Transamerica January 2008 - May 2011
Transamerica September 2006 - January 2008
Bank of the West June 2005 - September 2006
Skills
Bloomberg, Bondedge Analytics..., Blackrock Solutions, PAM, Intex, Market Axess, Microsoft Office, TradeWeb, Banking, BondEdge, Electronic Trading, Financial Services, Fixed Income, Investments, Portfolio Management
Education
University of Denver 2001 — 2005
Bachelor of Arts
New York University 1999 — 2001
Bachelor of Arts Candidate
Bank of Montreal April 2014 - Present
J.P. Morgan June 2012 - March 2014
Transamerica January 2008 - May 2011
Transamerica September 2006 - January 2008
Bank of the West June 2005 - September 2006
Skills
Bloomberg, Bondedge Analytics..., Blackrock Solutions, PAM, Intex, Market Axess, Microsoft Office, TradeWeb, Banking, BondEdge, Electronic Trading, Financial Services, Fixed Income, Investments, Portfolio Management
Education
University of Denver 2001 — 2005
Bachelor of Arts
New York University 1999 — 2001
Bachelor of Arts Candidate
Brandon Filaseta Brandon Filaseta's Transamerica Experience July 2015 - Present
Job Compliance Manager at Transamerica
Industry Marketing and Advertising
Experience
Transamerica July 2015 - Present
U.S. Bank January 2015 - July 2015
U.S. Bank December 2013 - December 2014
Best Buy September 2012 - November 2014
AMS Uniforms July 2011 - September 2012
Providence Health Partners July 2011 - August 2011
Skills
Marketing Strategy, New Business Development, Business Development, Account Management, Marketing, Strategic Planning, Online Advertising, Digital Marketing, Sales Management, Social Media Marketing, Strategic Partnerships, Marketing Communications, Business Strategy, Sales, Lead Generation, Direct Sales
Education
Wright State University 2011 — 2014
Bachelor's Degree, Marketing, Senior
Mount Vernon Nazarene University 2010 — 2011
BS, Business Management
Dayton Christian High School 2006 — 2010
Transamerica July 2015 - Present
U.S. Bank January 2015 - July 2015
U.S. Bank December 2013 - December 2014
Best Buy September 2012 - November 2014
AMS Uniforms July 2011 - September 2012
Providence Health Partners July 2011 - August 2011
Skills
Marketing Strategy, New Business Development, Business Development, Account Management, Marketing, Strategic Planning, Online Advertising, Digital Marketing, Sales Management, Social Media Marketing, Strategic Partnerships, Marketing Communications, Business Strategy, Sales, Lead Generation, Direct Sales
Education
Wright State University 2011 — 2014
Bachelor's Degree, Marketing, Senior
Mount Vernon Nazarene University 2010 — 2011
BS, Business Management
Dayton Christian High School 2006 — 2010
Vivek Hungund's Transamerica Experience 2006 - 2006
Job Senior Data Engineer
Industry Information Technology and Services
Experience
Reunify December 2011 - Present
Incentica October 2010 - December 2011
SDL Language Weaver August 2007 - October 2010
TrafficZ 2007 - 2007
Transamerica 2006 - 2006
Audible, Inc. 2005 - 2005
Jamba! AG 2004 - 2004
Education
University of Southern California 2005 — 2007
MS, Computational Linguistics
New York University 1999 — 2003
BA, Mathematics
Reunify December 2011 - Present
Incentica October 2010 - December 2011
SDL Language Weaver August 2007 - October 2010
TrafficZ 2007 - 2007
Transamerica 2006 - 2006
Audible, Inc. 2005 - 2005
Jamba! AG 2004 - 2004
Education
University of Southern California 2005 — 2007
MS, Computational Linguistics
New York University 1999 — 2003
BA, Mathematics
Evan Zeller Evan Zeller's Transamerica Experience July 2012 - June 2013
Job Associate Commercial Underwriter at United Fire Group
Industry Insurance
Experience
United Fire Group March 2014 - Present
Federated Insurance June 2013 - February 2014
Transamerica July 2012 - June 2013
Transamerica January 2011 - July 2012
Skills
Commercial Insurance, Retirement, Series 63, Series 6
Education
Mount Mercy University 2012 — 2017
Master of Business Administration (M.B.A.)
University of Northern Iowa 2006 — 2010
Bachelor of Arts (B.A.), Marketing
United Fire Group March 2014 - Present
Federated Insurance June 2013 - February 2014
Transamerica July 2012 - June 2013
Transamerica January 2011 - July 2012
Skills
Commercial Insurance, Retirement, Series 63, Series 6
Education
Mount Mercy University 2012 — 2017
Master of Business Administration (M.B.A.)
University of Northern Iowa 2006 — 2010
Bachelor of Arts (B.A.), Marketing
Atul Tomar's Transamerica Experience November 2009 - April 2014
Job Director, Management Information at Travelers
Industry Insurance
Experience
Travelers April 2014 - Present
Transamerica November 2009 - April 2014
Transamerica/AEGON Group March 2006 - November 2009
CGI July 1992 - March 2006
IMR Global July 1992 - April 2000
Skills
Project Portfolio..., Project Management, Resource Management, Capacity Planning, Benefit Cost Analysis, SDLC, Management, PMO, Program Management, Software Project..., Enterprise Architecture, Business Analysis, Requirements Analysis, Process Improvement, Requirements Gathering, IT Strategy, Risk Management, Vendor Management
Education
Motilal Nehru National Institute Of Technology 1988 — 1992
BE, Computer Science
Travelers April 2014 - Present
Transamerica November 2009 - April 2014
Transamerica/AEGON Group March 2006 - November 2009
CGI July 1992 - March 2006
IMR Global July 1992 - April 2000
Skills
Project Portfolio..., Project Management, Resource Management, Capacity Planning, Benefit Cost Analysis, SDLC, Management, PMO, Program Management, Software Project..., Enterprise Architecture, Business Analysis, Requirements Analysis, Process Improvement, Requirements Gathering, IT Strategy, Risk Management, Vendor Management
Education
Motilal Nehru National Institute Of Technology 1988 — 1992
BE, Computer Science
Ben Berger Ben Berger's Transamerica Experience March 2015 - Present
Job IT Helpdesk Manager at Transamerica
Industry Financial Services
Experience
Transamerica March 2015 - Present
Transamerica May 2012 - March 2015
Transamerica December 2010 - May 2012
Transamerica May 2008 - December 2010
Skills
Team Leadership, Leadership, Management, Team Building, Teamwork, Information Technology, Cross-functional Team..., Communication, SCCM, Virtualization, Contact Center..., ITIL Certified, Mentoring, Job Coaching, Hiring Personnel, Mentoring New Hires, Employee Training, Call Center..., BC/DR, Strategic Roadmaps, Customer Service, Customer Support, Technical Support, Analysis, Process Improvement, IT Management, Business Analysis, Troubleshooting, Vendor Management, Visio, Project Management, Disaster Recovery
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
Master of Business Administration (MBA)
Nebraska Wesleyan University 2000 — 2004
BS, Management Information Systems, General
Transamerica March 2015 - Present
Transamerica May 2012 - March 2015
Transamerica December 2010 - May 2012
Transamerica May 2008 - December 2010
Skills
Team Leadership, Leadership, Management, Team Building, Teamwork, Information Technology, Cross-functional Team..., Communication, SCCM, Virtualization, Contact Center..., ITIL Certified, Mentoring, Job Coaching, Hiring Personnel, Mentoring New Hires, Employee Training, Call Center..., BC/DR, Strategic Roadmaps, Customer Service, Customer Support, Technical Support, Analysis, Process Improvement, IT Management, Business Analysis, Troubleshooting, Vendor Management, Visio, Project Management, Disaster Recovery
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
Master of Business Administration (MBA)
Nebraska Wesleyan University 2000 — 2004
BS, Management Information Systems, General
Kevin Shih-Ming Chang Kevin Shih-Ming Chang's Transamerica Experience January 2015 - Present
Job Actuarial Assistant at Transamerica
Industry Insurance
Experience
Transamerica January 2015 - Present
Transamerica July 2013 - January 2015
Transamerica June 2012 - June 2013
University of Iowa August 2011 - May 2012
National Immigration Agency August 2008 - July 2009
National Chengchi University January 2008 - June 2008
National Chengchi University August 2007 - January 2008
Skills
Statistics
Education
University of Iowa 2010 — 2012
MS, Actuarial Science
National Chengchi University 2004 — 2008
BS, Finance
University of California, Berkeley 2006 — 2006
BASE Undergrad Summer Program, International Business & Marketing
Transamerica January 2015 - Present
Transamerica July 2013 - January 2015
Transamerica June 2012 - June 2013
University of Iowa August 2011 - May 2012
National Immigration Agency August 2008 - July 2009
National Chengchi University January 2008 - June 2008
National Chengchi University August 2007 - January 2008
Skills
Statistics
Education
University of Iowa 2010 — 2012
MS, Actuarial Science
National Chengchi University 2004 — 2008
BS, Finance
University of California, Berkeley 2006 — 2006
BASE Undergrad Summer Program, International Business & Marketing
Bill Presutti's Transamerica Experience 2009 - 2010
Job Division Manager, SVP at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments December 2013 - Present
Delaware Investments, a member of the Macquarie Group 2010 - December 2013
Transamerica 2009 - 2010
Managers Investment Group (MIG); subsidiary of Affiliated Managers Group (NYSE: AMG) 2006 - 2009
UBS Financial Services 2005 - 2006
OneCapital Management Partners 2004 - 2005
Oppenheimer Funds 1993 - 2004
Skills
Investments, Mutual Funds, Sales Management, Financial Services, Business Strategy, Series 7, Hedge Funds, Strategy, Series 63, Series 24, Series 65, Investment Advisory, Finance
Education
University of Chicago; Graduate School of Business 2007 — 2007
Executive Sales Management
University of Pennsylvania, The Wharton School 2007 — 2007
IMCA Investment Strategist
University of Pennsylvania, The Wharton School 2004 — 2004
Certified Investment Management Analyst (CIMA)
Niagara University 1986 — 1990
B.S., Economics & Marketing
Fidelity Investments December 2013 - Present
Delaware Investments, a member of the Macquarie Group 2010 - December 2013
Transamerica 2009 - 2010
Managers Investment Group (MIG); subsidiary of Affiliated Managers Group (NYSE: AMG) 2006 - 2009
UBS Financial Services 2005 - 2006
OneCapital Management Partners 2004 - 2005
Oppenheimer Funds 1993 - 2004
Skills
Investments, Mutual Funds, Sales Management, Financial Services, Business Strategy, Series 7, Hedge Funds, Strategy, Series 63, Series 24, Series 65, Investment Advisory, Finance
Education
University of Chicago; Graduate School of Business 2007 — 2007
Executive Sales Management
University of Pennsylvania, The Wharton School 2007 — 2007
IMCA Investment Strategist
University of Pennsylvania, The Wharton School 2004 — 2004
Certified Investment Management Analyst (CIMA)
Niagara University 1986 — 1990
B.S., Economics & Marketing
Ben Lewenczuk Ben Lewenczuk's Transamerica Experience June 2013 - December 2013
Job Internal Auditor at RC_ARINC
Industry Accounting
Experience
RC_ARINC April 2015 - Present
Rockwell Collins December 2013 - Present
Transamerica June 2013 - December 2013
AEGON Americas January 2012 - May 2013
Skills
Accounting, Financial Analysis, Financial Accounting, Corporate Finance, Tax, Income Tax, Microsoft Excel, Microsoft Word, Auditing, Finance, Financial Reporting, Accounts Payable
Education
Mount Mercy University 2011 — 2013
Accounting BBA; Finance BBA; Economics Minor, 4.0 Cumulative GPA
RC_ARINC April 2015 - Present
Rockwell Collins December 2013 - Present
Transamerica June 2013 - December 2013
AEGON Americas January 2012 - May 2013
Skills
Accounting, Financial Analysis, Financial Accounting, Corporate Finance, Tax, Income Tax, Microsoft Excel, Microsoft Word, Auditing, Finance, Financial Reporting, Accounts Payable
Education
Mount Mercy University 2011 — 2013
Accounting BBA; Finance BBA; Economics Minor, 4.0 Cumulative GPA
Michelle Feimster-Bailey's Transamerica Experience November 2014 - Present
Job Life Agent
Industry Insurance
Experience
Transamerica November 2014 - Present
Freight Connection April 2011 - November 2014
Freight Masters Trucking February 2011 - February 2013
Western & Southern Financial Group May 2010 - February 2011
Infinity Financial Solutions 2003 - 2009
Skills
Task oriented,..., Pricing, Coaching, Nonprofits, Strategic Financial..., Fundraising, Trucking, Leadership, Program Management, Negotiation, Public Speaking, Team Building, Management, Customer Service, Strategic Planning, Sales, Operations Management, Small Business, Life Insurance, Social Media, Sales Management, Leadership Development, Research, Marketing, Time Management, Business Strategy, Insurance, Financial Analysis, Contract Negotiation, Project Management, Finance
Education
Rowan Cabarrus Community College 2003 — 2005
Certificate, Business Law
North Carolina Central University 1990 — 1994
B.A., Business
Transamerica November 2014 - Present
Freight Connection April 2011 - November 2014
Freight Masters Trucking February 2011 - February 2013
Western & Southern Financial Group May 2010 - February 2011
Infinity Financial Solutions 2003 - 2009
Skills
Task oriented,..., Pricing, Coaching, Nonprofits, Strategic Financial..., Fundraising, Trucking, Leadership, Program Management, Negotiation, Public Speaking, Team Building, Management, Customer Service, Strategic Planning, Sales, Operations Management, Small Business, Life Insurance, Social Media, Sales Management, Leadership Development, Research, Marketing, Time Management, Business Strategy, Insurance, Financial Analysis, Contract Negotiation, Project Management, Finance
Education
Rowan Cabarrus Community College 2003 — 2005
Certificate, Business Law
North Carolina Central University 1990 — 1994
B.A., Business
Scott Kolble Scott Kolble's Transamerica Experience January 2005 - March 2007
Job Owner at Hand & Stone Massage and Facial Spa Northfield Stapleton
Industry Health, Wellness and Fitness
Experience
Hand & Stone Massage and Facial Spa - Northfield Stapleton September 2014 - Present
Motivity Solutions April 2012 - November 2014
ThyssenKrupp Elevator July 2007 - March 2012
Transamerica January 2005 - March 2007
Watermark Financial Partners 2002 - 2005
Skills
Sales, Management, Sales Management, Contract Negotiation, Contract Management, Direct Sales, Business Travel, Customer Retention, Building Relationships, Sales Presentations, Technical Presentations, Group Presentations, Customer Presentations, Marketing Communications, Account Management, Business Development, Selling, New Business Development, Lead Generation, Marketing, Strategic Partnerships, Product Management, Marketing Strategy, Negotiation, Business Intelligence, Leadership, Customer Service, Strategic Planning
Education
New Mexico State University 1995 — 1999
Bachelor, Finance
Hand & Stone Massage and Facial Spa - Northfield Stapleton September 2014 - Present
Motivity Solutions April 2012 - November 2014
ThyssenKrupp Elevator July 2007 - March 2012
Transamerica January 2005 - March 2007
Watermark Financial Partners 2002 - 2005
Skills
Sales, Management, Sales Management, Contract Negotiation, Contract Management, Direct Sales, Business Travel, Customer Retention, Building Relationships, Sales Presentations, Technical Presentations, Group Presentations, Customer Presentations, Marketing Communications, Account Management, Business Development, Selling, New Business Development, Lead Generation, Marketing, Strategic Partnerships, Product Management, Marketing Strategy, Negotiation, Business Intelligence, Leadership, Customer Service, Strategic Planning
Education
New Mexico State University 1995 — 1999
Bachelor, Finance
Carey D. Campbell,BA.,LUTCF Carey D. Campbell,BA.,LUTCF's Transamerica Experience January 2014 - Present
Job Agent at Transamerica
Industry Insurance
Experience
Transamerica January 2014 - Present
Liberty Mutual February 2008 - September 2013
2008Nationwide Insurance/Richberg Agency January 2006 - February 2008
2006Roanoke Online LLC January 2005 - November 2005
2005Federal Express May 1994 - January 2005
Hoffman Beverage Company/Anheuser Busch May 1987 - May 1994
Skills
Insurance, Employee Benefits, Term Life Insurance, Fixed Annuities, Life Insurance, Property & Casualty..., General Insurance, Whole Life, Retirement Planning, Sales, Casualty, Liability, Umbrella Insurance, Public Speaking, Homeowners, Coaching, Professional Liability, Marketing, Inland Marine, Financial Services, Retirement, Leadership Development, New Business Development, Universal Life, Financial Planners, Business, Direct Sales, Customer Retention, Estate Planning, Cold Calling, Social Networking, Networking, Leadership, Training, Employee Training
Education
Rendleman School of Insurance 2014 — 2014
Medicare Supplement and Long Term Care, Property and Casualty. Life and Health, Medicare Supplement
The American College 2012 — 2013
LUTCF, Insurance
Rendleman School of Insurance 2005 — 2005
Property and Casualty License, Insurance
North Carolina Agricultural and Technical State University 1979 — 1984
BA, Communications
North Carolina Agricultural and Technical State University 1979 — 1984
Mass Communications, Speech and Theatre Arts
North Carolina Agricultural and Technical State University 1979 — 1984
Bachelor of Arts (B.A.), Communications
Transamerica January 2014 - Present
Liberty Mutual February 2008 - September 2013
2008Nationwide Insurance/Richberg Agency January 2006 - February 2008
2006Roanoke Online LLC January 2005 - November 2005
2005Federal Express May 1994 - January 2005
Hoffman Beverage Company/Anheuser Busch May 1987 - May 1994
Skills
Insurance, Employee Benefits, Term Life Insurance, Fixed Annuities, Life Insurance, Property & Casualty..., General Insurance, Whole Life, Retirement Planning, Sales, Casualty, Liability, Umbrella Insurance, Public Speaking, Homeowners, Coaching, Professional Liability, Marketing, Inland Marine, Financial Services, Retirement, Leadership Development, New Business Development, Universal Life, Financial Planners, Business, Direct Sales, Customer Retention, Estate Planning, Cold Calling, Social Networking, Networking, Leadership, Training, Employee Training
Education
Rendleman School of Insurance 2014 — 2014
Medicare Supplement and Long Term Care, Property and Casualty. Life and Health, Medicare Supplement
The American College 2012 — 2013
LUTCF, Insurance
Rendleman School of Insurance 2005 — 2005
Property and Casualty License, Insurance
North Carolina Agricultural and Technical State University 1979 — 1984
BA, Communications
North Carolina Agricultural and Technical State University 1979 — 1984
Mass Communications, Speech and Theatre Arts
North Carolina Agricultural and Technical State University 1979 — 1984
Bachelor of Arts (B.A.), Communications
Q. Assad's Transamerica Experience December 2014 - Present
Job Financial Consultant with World Financial Group
Industry Financial Services
Experience
American Equity February 2015 - Present
Transamerica December 2014 - Present
Nationwide Financial December 2014 - Present
Pacific Life December 2014 - Present
Voya Financial December 2014 - Present
World Financial Group (WFG) December 2014 - Present
California Department of Transportation (Caltrans) March 2012 - Present
Nerium International March 2014 - Present
LegalShield October 2009 - Present
LegalShield December 2009 - Present
Skills
Bilingual-Spanish, Banking, Cash Management, Managing, Marketing, Advertising, Supervising Staff, Outstanding Customer..., Building Customer..., Scheduling, Sales, Operations, Auditing, Notary Public, Certified Loan Signing, Small Business Law, Small Business..., Customer Service, Customer Relations, Financial Analysis, Financial Reporting, Budgeting, Private Banking, Retail Banking, Outlook, Excel, Word, PowerPoint, Legal Services, Forecasting, Analytics, Microsoft Office, Accounting, Loans, Small Business, Recruitment/Retention, New Hire Training, Microsoft Word, Management, Office Management, Microsoft Excel, Finance, Real Estate, Training, Customer Satisfaction, Investments, Insurance, Program Management, Access, Financial Services
Education
Sacramento State University 2002 — 2004
B.S, Business Administration; Marketing
Napa Valley College 2000 — 2002
Associates, General Education, Math & Sciences
American Equity February 2015 - Present
Transamerica December 2014 - Present
Nationwide Financial December 2014 - Present
Pacific Life December 2014 - Present
Voya Financial December 2014 - Present
World Financial Group (WFG) December 2014 - Present
California Department of Transportation (Caltrans) March 2012 - Present
Nerium International March 2014 - Present
LegalShield October 2009 - Present
LegalShield December 2009 - Present
Skills
Bilingual-Spanish, Banking, Cash Management, Managing, Marketing, Advertising, Supervising Staff, Outstanding Customer..., Building Customer..., Scheduling, Sales, Operations, Auditing, Notary Public, Certified Loan Signing, Small Business Law, Small Business..., Customer Service, Customer Relations, Financial Analysis, Financial Reporting, Budgeting, Private Banking, Retail Banking, Outlook, Excel, Word, PowerPoint, Legal Services, Forecasting, Analytics, Microsoft Office, Accounting, Loans, Small Business, Recruitment/Retention, New Hire Training, Microsoft Word, Management, Office Management, Microsoft Excel, Finance, Real Estate, Training, Customer Satisfaction, Investments, Insurance, Program Management, Access, Financial Services
Education
Sacramento State University 2002 — 2004
B.S, Business Administration; Marketing
Napa Valley College 2000 — 2002
Associates, General Education, Math & Sciences
Carol Shang-Fang Tsai Carol Shang-Fang Tsai's Transamerica Experience December 2014 - Present
Job Intermediate Risk Analyst at Transamerica
Industry Insurance
Experience
Transamerica December 2014 - Present
FUBON LIFE INSURANCE April 2010 - April 2012
FUBON LIFE INSURANCE February 2009 - April 2010
ING Antai Life Insurance March 2008 - February 2009
Prudential Financial December 2006 - June 2007
Skills
Associate of the..., Financial Risk, ALM, Finance, Investments, Solvency II, Insurance, IFRS, Economic Capital, Stress Testing, Economics, Cash Flow Forecasting, Investment Strategies, Prophet
Education
University of Michigan 2012 — 2014
Master of Business Administration (M.B.A.)
National Taiwan University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General, GPA 3.80/4.00
Transamerica December 2014 - Present
FUBON LIFE INSURANCE April 2010 - April 2012
FUBON LIFE INSURANCE February 2009 - April 2010
ING Antai Life Insurance March 2008 - February 2009
Prudential Financial December 2006 - June 2007
Skills
Associate of the..., Financial Risk, ALM, Finance, Investments, Solvency II, Insurance, IFRS, Economic Capital, Stress Testing, Economics, Cash Flow Forecasting, Investment Strategies, Prophet
Education
University of Michigan 2012 — 2014
Master of Business Administration (M.B.A.)
National Taiwan University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Finance, General, GPA 3.80/4.00
Shihab Quader Shihab Quader's Transamerica Experience 2014 - 2014
Job MBA, Markets & Project Management
Industry Program Development
Experience
State Street June 2015 - August 2015
Executive Office of Administration & Finance at The Commonwealth of Massachusetts May 2014 - June 2015
The Charlton College of Business: UMass Dartmouth September 2012 - May 2014
Transamerica 2014 - 2014
Commonwealth of Massachusetts 2013 - 2013
Swisscontact-Katalyst May 2010 - July 2012
Citi 2009 - 2010
BRAC December 2008 - May 2009
Skills
C-Level Executive..., Project Governance, Program Management, Project Management, IT Project & Program..., Program Coordination, Business Strategy, Business Analysis, Capacity Building, Data Analysis, Market Development, Value Chain Analysis, Private Sector..., State Government, Economic Development, Public/private..., Market Research, Proposal Writing, Industry Research, Strategic Planning, Training, Executive Reporting, Business Strategy Design, International..., Executive Management, Report Writing, Public Private..., Public-private..., Cross-functional Team..., Leadership Development, Leadership, Organizational..., Business Process..., Agile Project Management, Scrum, Policy, Management
Education
University of Massachusetts Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, 3.9
North South University 2005 — 2009
Bachelor's Degree, Marketing/Marketing Management, General, 3.45
Scholastica (Pvt) Ltd. 1994 — 2005
Middle School/ High School, Business Studies, Economics, Accounting
State Street June 2015 - August 2015
Executive Office of Administration & Finance at The Commonwealth of Massachusetts May 2014 - June 2015
The Charlton College of Business: UMass Dartmouth September 2012 - May 2014
Transamerica 2014 - 2014
Commonwealth of Massachusetts 2013 - 2013
Swisscontact-Katalyst May 2010 - July 2012
Citi 2009 - 2010
BRAC December 2008 - May 2009
Skills
C-Level Executive..., Project Governance, Program Management, Project Management, IT Project & Program..., Program Coordination, Business Strategy, Business Analysis, Capacity Building, Data Analysis, Market Development, Value Chain Analysis, Private Sector..., State Government, Economic Development, Public/private..., Market Research, Proposal Writing, Industry Research, Strategic Planning, Training, Executive Reporting, Business Strategy Design, International..., Executive Management, Report Writing, Public Private..., Public-private..., Cross-functional Team..., Leadership Development, Leadership, Organizational..., Business Process..., Agile Project Management, Scrum, Policy, Management
Education
University of Massachusetts Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, 3.9
North South University 2005 — 2009
Bachelor's Degree, Marketing/Marketing Management, General, 3.45
Scholastica (Pvt) Ltd. 1994 — 2005
Middle School/ High School, Business Studies, Economics, Accounting
Matt Fallon's Transamerica Experience February 2005 - April 2008
Job Wholesaler at Symetra
Industry Financial Services
Experience
Symetra March 2015 - Present
Verdis Investment Management January 2012 - November 2013
Lincoln Financial Distributors April 2008 - December 2011
Transamerica February 2005 - April 2008
Skills
Business Development, Financial Services, Sales, Insurance, Salesforce.com, Marketing, New Business Development, Sales Management, Finance, Banking, Disability Insurance, Long Term Care Insurance, Hedge Funds, ETFs, Retirement Planning, Series 7, Investments, Estate Planning, Fixed Annuities, Mutual Funds, Series 63
Education
New York University 1998 — 2002
BA, English
Calvert Hall 1994 — 1998
HS, High School Certificate of Competence Program
Symetra March 2015 - Present
Verdis Investment Management January 2012 - November 2013
Lincoln Financial Distributors April 2008 - December 2011
Transamerica February 2005 - April 2008
Skills
Business Development, Financial Services, Sales, Insurance, Salesforce.com, Marketing, New Business Development, Sales Management, Finance, Banking, Disability Insurance, Long Term Care Insurance, Hedge Funds, ETFs, Retirement Planning, Series 7, Investments, Estate Planning, Fixed Annuities, Mutual Funds, Series 63
Education
New York University 1998 — 2002
BA, English
Calvert Hall 1994 — 1998
HS, High School Certificate of Competence Program
Pan Jing Pan Jing's Transamerica Experience May 2011 - Present
Job Assistant Actuary at Transamerica
Industry Insurance
Experience
Transamerica May 2011 - Present
Transamerica August 2007 - May 2011
Aon Hewitt May 2007 - August 2007
Skills
Actuarial Science, Embedded Value, Capital Management, SAS, VBA, Actuarial Exams, Health Insurance, Valuation, Risk Management, Actuarial Consulting, Variable Annuities, Statutory reporting, AG43 & C3P2, ALFA, replace iphone screen
Education
University of Iowa 2005 — 2007
Master of Science (MS), Statistics
Nankai University 2003 — 2006
Master of Science (MS), Actuarial Science
Tianjin University 1999 — 2003
Bachelor's degree, Applied Mathematics
Transamerica May 2011 - Present
Transamerica August 2007 - May 2011
Aon Hewitt May 2007 - August 2007
Skills
Actuarial Science, Embedded Value, Capital Management, SAS, VBA, Actuarial Exams, Health Insurance, Valuation, Risk Management, Actuarial Consulting, Variable Annuities, Statutory reporting, AG43 & C3P2, ALFA, replace iphone screen
Education
University of Iowa 2005 — 2007
Master of Science (MS), Statistics
Nankai University 2003 — 2006
Master of Science (MS), Actuarial Science
Tianjin University 1999 — 2003
Bachelor's degree, Applied Mathematics
Barb Scoles Barb Scoles's Transamerica Experience 1993 - Present
Job Financial Services Professional
Industry Insurance
Experience
Transamerica 1993 - Present
Executive Benefits Inc. 1989 - 1993
Skills
private placement life..., BOLI/COLI/HNW life..., Project Management, Process Improvement, Strategic Planning, Sales, Customer Service, CRM, Team Building, Business Development, Account Management, Relationship Management, Mutual Funds, Management, Life Insurance
Education
Mount Mercy College 1999 — 2001
Bachelor of Applied Science (BASc), Business
Transamerica 1993 - Present
Executive Benefits Inc. 1989 - 1993
Skills
private placement life..., BOLI/COLI/HNW life..., Project Management, Process Improvement, Strategic Planning, Sales, Customer Service, CRM, Team Building, Business Development, Account Management, Relationship Management, Mutual Funds, Management, Life Insurance
Education
Mount Mercy College 1999 — 2001
Bachelor of Applied Science (BASc), Business
Patrick Mc Kenna Patrick Mc Kenna's Transamerica Experience July 2001 - January 2002
Job Private Bank Mortgage Underwriter at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
JPMorgan Chase September 2012 - January 2014
Rewards Network, Inc. October 2008 - September 2012
Countrywide February 2008 - October 2008
Encore Credit Corp August 2002 - August 2007
Transamerica July 2001 - January 2002
Skills
Credit, Underwriting, Loans, Process Improvement, Forecasting, Mortgage Analytics, Due Diligence, Salesforce.com, Financial Risk, Management, Finance, CRM, Analysis, Business Development, Mortgage Lending
Education
North Central College 1999 — 2001
MBA, Finance
Northern Illinois University 1995 — 1997
Bachelor of Science, Economics
JPMorgan Chase February 2014 - Present
JPMorgan Chase September 2012 - January 2014
Rewards Network, Inc. October 2008 - September 2012
Countrywide February 2008 - October 2008
Encore Credit Corp August 2002 - August 2007
Transamerica July 2001 - January 2002
Skills
Credit, Underwriting, Loans, Process Improvement, Forecasting, Mortgage Analytics, Due Diligence, Salesforce.com, Financial Risk, Management, Finance, CRM, Analysis, Business Development, Mortgage Lending
Education
North Central College 1999 — 2001
MBA, Finance
Northern Illinois University 1995 — 1997
Bachelor of Science, Economics
Avery Glendenning Avery Glendenning's Transamerica Experience May 2012 - August 2012
Job Operations Analyst at Iowa Student Loan
Industry Information Technology and Services
Experience
Iowa Student Loan July 2015 - Present
Athene USA April 2015 - Present
IBM May 2013 - March 2015
University of Northern Iowa September 2012 - May 2013
Transamerica May 2012 - August 2012
Skills
Access, SQL, Visio, Visual Basic, PHP, Web Design, Databases, SDLC, Leadership, Database Design, Mainframe, Web Applications, Time Management, Analysis, Software Development, Photoshop, Graphic Design, PowerPoint, Data Entry, Microsoft Excel, DB2, IBM Mainframe, Oracle SQL Developer, MySQL, JavaScript, HTML, ETL, ETL Tools
Education
University of Northern Iowa 2010 — 2013
Bachelor’s Degree, Management Information Systems
Mount Mercy College 2008 — 2010
Biology
Iowa Student Loan July 2015 - Present
Athene USA April 2015 - Present
IBM May 2013 - March 2015
University of Northern Iowa September 2012 - May 2013
Transamerica May 2012 - August 2012
Skills
Access, SQL, Visio, Visual Basic, PHP, Web Design, Databases, SDLC, Leadership, Database Design, Mainframe, Web Applications, Time Management, Analysis, Software Development, Photoshop, Graphic Design, PowerPoint, Data Entry, Microsoft Excel, DB2, IBM Mainframe, Oracle SQL Developer, MySQL, JavaScript, HTML, ETL, ETL Tools
Education
University of Northern Iowa 2010 — 2013
Bachelor’s Degree, Management Information Systems
Mount Mercy College 2008 — 2010
Biology
Marc Beekman Marc Beekman's Transamerica Experience August 2007 - June 2011
Job Director of Centralized Financial Security at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2014 - Present
Securities America, Inc. Member FINRA/SIPC June 2013 - February 2014
BBVA Compass August 2012 - June 2013
OppenheimerFunds June 2011 - August 2012
Transamerica August 2007 - June 2011
Jackson National Life February 2007 - August 2007
Independent Financial Group LLC 2005 - 2007
Skills
Series 63, Investments, Series 7, Financial Advisory, Mutual Funds, Securities, Fixed Annuities, FINRA, 401k, Asset Allocation, Retirement Planning, IRAs, ETFs, Variable Annuities, Retirement, Investment Advisory, Wealth Management, Financial Planners, Alternative Investments, Insurance, Life Insurance, Term Life Insurance, Universal Life, Fixed Income, Financial Services, Bonds, Investment Strategies, Separately Managed..., Investment Management, 401k Rollovers, Wealth Accumulation, Qualified Retirement..., Finance, 529 Plans, Retirement Savings, Income Protection, Risk Management, Defined Contribution, Disability Insurance, Portfolio Management, Asset Management, Strategic Financial..., Retirement Plan..., Long-term Care, Roth IRA, Long Term Care Insurance, Relationship Management, Wealth, Series 66, Financial Planning
Education
New York Institute of Technology-Old Westbury 2000 — 2002
BS, business
Suffolk County Community College 1998 — 2000
BS, business
Kings Park High School
Northwestern Mutual June 2014 - Present
Securities America, Inc. Member FINRA/SIPC June 2013 - February 2014
BBVA Compass August 2012 - June 2013
OppenheimerFunds June 2011 - August 2012
Transamerica August 2007 - June 2011
Jackson National Life February 2007 - August 2007
Independent Financial Group LLC 2005 - 2007
Skills
Series 63, Investments, Series 7, Financial Advisory, Mutual Funds, Securities, Fixed Annuities, FINRA, 401k, Asset Allocation, Retirement Planning, IRAs, ETFs, Variable Annuities, Retirement, Investment Advisory, Wealth Management, Financial Planners, Alternative Investments, Insurance, Life Insurance, Term Life Insurance, Universal Life, Fixed Income, Financial Services, Bonds, Investment Strategies, Separately Managed..., Investment Management, 401k Rollovers, Wealth Accumulation, Qualified Retirement..., Finance, 529 Plans, Retirement Savings, Income Protection, Risk Management, Defined Contribution, Disability Insurance, Portfolio Management, Asset Management, Strategic Financial..., Retirement Plan..., Long-term Care, Roth IRA, Long Term Care Insurance, Relationship Management, Wealth, Series 66, Financial Planning
Education
New York Institute of Technology-Old Westbury 2000 — 2002
BS, business
Suffolk County Community College 1998 — 2000
BS, business
Kings Park High School
Brad Loder, MBA Brad Loder, MBA's Transamerica Experience January 2002 - November 2002
Job Director Marketing & Communications at Cambridge Global Payments
Industry Marketing and Advertising
Experience
Cambridge Global Payments 2015 - Present
Europ Assistance - Global Corporate Solutions (GCS) ITPA Division July 2009 - June 2015
AGF Funds Inc. November 2005 - June 2009
AGF Funds Inc. December 2002 - October 2005
Transamerica January 2002 - November 2002
Transamerica August 1999 - December 2001
TD Bank August 1998 - August 1999
TD Bank 1997 - 1998
Skills
Marketing Communications, Project Management, Advertising, Marketing Management, Marketing, Online Advertising, Media Relations, Market Planning, Marketing Strategy, Account Management, New Business Development, Strategic Planning, B2B, Insurance, Public Relations, Corporate Communications, Direct Marketing, Strategy, Event Planning, Budgets, Management, Leadership, Product Marketing, Product Development, Business Development, Marketing Research, Integrated Marketing, Team Building, Social Networking, Digital Strategy, Sales Process, Digital Marketing, Strategic Partnerships, Business Strategy, CRM, Sales, Social Media Marketing, Time Management, Team Leadership, Training, Strategic Communications, Online Marketing, B2B Marketing, Email Marketing
Education
Niagara University 2000 — 2002
MBA, Business, Marketing
University of Waterloo 1992 — 1996
Hon. BA, Recreation Management
Moira Secondary School 1990 — 1992
Albert College 1986 — 1990
Cambridge Global Payments 2015 - Present
Europ Assistance - Global Corporate Solutions (GCS) ITPA Division July 2009 - June 2015
AGF Funds Inc. November 2005 - June 2009
AGF Funds Inc. December 2002 - October 2005
Transamerica January 2002 - November 2002
Transamerica August 1999 - December 2001
TD Bank August 1998 - August 1999
TD Bank 1997 - 1998
Skills
Marketing Communications, Project Management, Advertising, Marketing Management, Marketing, Online Advertising, Media Relations, Market Planning, Marketing Strategy, Account Management, New Business Development, Strategic Planning, B2B, Insurance, Public Relations, Corporate Communications, Direct Marketing, Strategy, Event Planning, Budgets, Management, Leadership, Product Marketing, Product Development, Business Development, Marketing Research, Integrated Marketing, Team Building, Social Networking, Digital Strategy, Sales Process, Digital Marketing, Strategic Partnerships, Business Strategy, CRM, Sales, Social Media Marketing, Time Management, Team Leadership, Training, Strategic Communications, Online Marketing, B2B Marketing, Email Marketing
Education
Niagara University 2000 — 2002
MBA, Business, Marketing
University of Waterloo 1992 — 1996
Hon. BA, Recreation Management
Moira Secondary School 1990 — 1992
Albert College 1986 — 1990
Timothy Petryshin's Transamerica Experience January 1996 - January 2003
Job Food Service Director at Compass Group North America
Industry Food & Beverages
Experience
Compass Group North America January 2015 - Present
Long Island Bagel Cafe LLC November 2010 - Present
Starbucks Coffee Company October 2008 - November 2010
Long Island Bagel Cafes January 2002 - September 2009
Transamerica January 1996 - January 2003
Fish and Neave LLP January 1994 - January 1996
Valley Caterers January 1990 - January 1994
Skills
Process Improvement, Vendor Management, Customer Service, Product Management, SharePoint, Team Building, Troubleshooting, System Administration, Training, Business Strategy, Sales, Contract Negotiation, Business Planning, Management, Recruiting, Product Development, Team Management, Purchasing, P&L Management
Education
Nassau Community College 1994 — 1998
Bachelor of Science (BS), Marketing
Nassau Community College 1994 — 1998
Associate's degree, Computer Science
Compass Group North America January 2015 - Present
Long Island Bagel Cafe LLC November 2010 - Present
Starbucks Coffee Company October 2008 - November 2010
Long Island Bagel Cafes January 2002 - September 2009
Transamerica January 1996 - January 2003
Fish and Neave LLP January 1994 - January 1996
Valley Caterers January 1990 - January 1994
Skills
Process Improvement, Vendor Management, Customer Service, Product Management, SharePoint, Team Building, Troubleshooting, System Administration, Training, Business Strategy, Sales, Contract Negotiation, Business Planning, Management, Recruiting, Product Development, Team Management, Purchasing, P&L Management
Education
Nassau Community College 1994 — 1998
Bachelor of Science (BS), Marketing
Nassau Community College 1994 — 1998
Associate's degree, Computer Science
Sarah Hermanson's Transamerica Experience April 2014 - August 2015
Job Spirited Connector | Recruiter | Team Builder | Chaos Structurer
Industry Management Consulting
Experience
Transamerica April 2014 - August 2015
Clickstop, Inc. September 2010 - January 2014
Management Recruiters of Cedar Rapids, IA January 2001 - September 2010
Management Recruiters of Cedar Rapids November 1996 - December 2000
Skills
Account Management, Cold Calling, Marketing Communications, Talent Acquisition, Sales, E-commerce, Team Building, Strategic Partnerships, Sales Management, Analytics, Leadership, Interviews, Marketing, Recruiting, Sourcing, Key Account Management, Customer Service, Strategy, Social Media, Business Development, Training, Vendor Management, Direct Marketing, Management, Email Marketing, Leadership Development, Selling
Education
Mount Mercy University 1998 — 2000
BS, Business Administration and Human Resources
West Delaware High School 1988 — 1991
Transamerica April 2014 - August 2015
Clickstop, Inc. September 2010 - January 2014
Management Recruiters of Cedar Rapids, IA January 2001 - September 2010
Management Recruiters of Cedar Rapids November 1996 - December 2000
Skills
Account Management, Cold Calling, Marketing Communications, Talent Acquisition, Sales, E-commerce, Team Building, Strategic Partnerships, Sales Management, Analytics, Leadership, Interviews, Marketing, Recruiting, Sourcing, Key Account Management, Customer Service, Strategy, Social Media, Business Development, Training, Vendor Management, Direct Marketing, Management, Email Marketing, Leadership Development, Selling
Education
Mount Mercy University 1998 — 2000
BS, Business Administration and Human Resources
West Delaware High School 1988 — 1991
Alecia Bacon Alecia Bacon's Transamerica Experience March 2009 - May 2013
Job Retirement Processing Associate (Transamerica)
Industry Financial Services
Experience
AEGON Americas May 2013 - Present
Transamerica March 2009 - May 2013
Midwest Athletic Club October 2008 - June 2009
Busy Bee Daycare & Preschool March 2005 - March 2009
Busy Bee Daycare and Preschool February 2005 - March 2009
Mount Mercy College August 2004 - March 2005
Skills
Databases, Microsoft Office, Microsoft Excel, Microsoft Word, AWD, PowerPoint, Vantage, Vantage-One, Term Life Insurance, LOMA 280, LOMA 290, Parris 3
Education
Maquoketa Valley High School
High School Diploma
Mount Mercy University
Mount Mercy University
Bachelor’s Degree, Business AdministrationMarketing & Management
AEGON Americas May 2013 - Present
Transamerica March 2009 - May 2013
Midwest Athletic Club October 2008 - June 2009
Busy Bee Daycare & Preschool March 2005 - March 2009
Busy Bee Daycare and Preschool February 2005 - March 2009
Mount Mercy College August 2004 - March 2005
Skills
Databases, Microsoft Office, Microsoft Excel, Microsoft Word, AWD, PowerPoint, Vantage, Vantage-One, Term Life Insurance, LOMA 280, LOMA 290, Parris 3
Education
Maquoketa Valley High School
High School Diploma
Mount Mercy University
Mount Mercy University
Bachelor’s Degree, Business AdministrationMarketing & Management
Jerjan Alim Jerjan Alim's Transamerica Experience March 2011 - August 2011
Job Owner at SheFit Personal Training
Industry Philanthropy
Experience
She-Fit Personal Training February 2014 - Present
Symbiotic Music Publishing December 2012 - December 2013
Naturecann/ Socal Compassion / Greener By Nature February 2011 - December 2013
Transamerica March 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Communications, Corporate Communications, Critical Thinking, Entrepreneurship, Entrepreneurship..., Creative Writing, Creative Direction
Education
University of Phoenix 2015 — 2017
Bachelor's Degree, Business Administration and Management, General
UCLA Extension 2015 — 2016
Associate's Degree, Patent & Intellectual Propert Law
UCLA Extension 2013 — 2015
Associate's Degree, Contract Law
UCLA Extension 2013 — 2015
Certificate, Entrepreneurial and Small Business Operations
Musicians Institute 2012 — 2013
Certificate, Music Business, Freshman Year
She-Fit Personal Training February 2014 - Present
Symbiotic Music Publishing December 2012 - December 2013
Naturecann/ Socal Compassion / Greener By Nature February 2011 - December 2013
Transamerica March 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Communications, Corporate Communications, Critical Thinking, Entrepreneurship, Entrepreneurship..., Creative Writing, Creative Direction
Education
University of Phoenix 2015 — 2017
Bachelor's Degree, Business Administration and Management, General
UCLA Extension 2015 — 2016
Associate's Degree, Patent & Intellectual Propert Law
UCLA Extension 2013 — 2015
Associate's Degree, Contract Law
UCLA Extension 2013 — 2015
Certificate, Entrepreneurial and Small Business Operations
Musicians Institute 2012 — 2013
Certificate, Music Business, Freshman Year
Karen Miller SPHR Karen Miller SPHR's Transamerica Experience January 2007 - Present
Job Human Resource Manager at Transamerica
Industry Financial Services
Experience
Transamerica January 2007 - Present
K's Merchandise April 1997 - January 2007
K's Merchandise (Retail) April 1997 - January 2007
Skills
Employee Relations, Coaching, Employee Benefits, Onboarding, Human Resources, HRIS, Succession Planning, Insurance, Strategic Planning, Benefits Administration, Talent Management, Performance Management, Deferred Compensation, Leadership, Recruiting, Applicant Tracking..., Employee Engagement, Management
Education
Mount Mercy College 1990 — 1995
BS, Biology
Maquoketa Valley High School
Transamerica January 2007 - Present
K's Merchandise April 1997 - January 2007
K's Merchandise (Retail) April 1997 - January 2007
Skills
Employee Relations, Coaching, Employee Benefits, Onboarding, Human Resources, HRIS, Succession Planning, Insurance, Strategic Planning, Benefits Administration, Talent Management, Performance Management, Deferred Compensation, Leadership, Recruiting, Applicant Tracking..., Employee Engagement, Management
Education
Mount Mercy College 1990 — 1995
BS, Biology
Maquoketa Valley High School
Dwayne J Perry Dwayne J Perry's Transamerica Experience June 2007 - September 2007
Job Database Analyst/Developer at Wells Fargo and Adjunct Instructor at York Technical College
Industry Information Technology and Services
Experience
Wells Fargo August 2014 - December 2014
Bank of America April 2013 - April 2014
Ally Financial Inc. February 2013 - March 2013
Ally Financial Inc. March 2012 - January 2013
Ally Financial Inc. August 2010 - January 2012
Wells Fargo October 2009 - September 2010
Wachovia Bank October 2008 - April 2009
Wachovia Securities October 2007 - September 2008
Transamerica June 2007 - September 2007
APM Terminals December 2006 - May 2007
Skills
ETL, Data Analysis, VBA, Microsoft Office, Visio, Business Intelligence, Business Analysis, SQL, Databases, Oracle, SDLC, Crystal Reports, Business Process, Data Warehousing, Requirements Analysis, Software Documentation
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
BS, Information Systems
New York University 1987 — 1991
AAS, Business with Computer Application
Wells Fargo August 2014 - December 2014
Bank of America April 2013 - April 2014
Ally Financial Inc. February 2013 - March 2013
Ally Financial Inc. March 2012 - January 2013
Ally Financial Inc. August 2010 - January 2012
Wells Fargo October 2009 - September 2010
Wachovia Bank October 2008 - April 2009
Wachovia Securities October 2007 - September 2008
Transamerica June 2007 - September 2007
APM Terminals December 2006 - May 2007
Skills
ETL, Data Analysis, VBA, Microsoft Office, Visio, Business Intelligence, Business Analysis, SQL, Databases, Oracle, SDLC, Crystal Reports, Business Process, Data Warehousing, Requirements Analysis, Software Documentation
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
BS, Information Systems
New York University 1987 — 1991
AAS, Business with Computer Application
April DeFauw April DeFauw's Transamerica Experience June 2014 - Present
Job WFG Case Coordinator at Transamerica
Industry Human Resources
Experience
Transamerica June 2014 - Present
Transamerica August 2012 - June 2014
Transamerica Life Insurance Company August 2011 - August 2012
Yellowbook March 2011 - May 2011
Little Angels Daycare, LLC May 2008 - May 2011
Education
Mount Mercy University 2007 — 2011
B.A. Degree, Human Resource Management, Business Management
Belle Plaine High School 2003 — 2007
Transamerica June 2014 - Present
Transamerica August 2012 - June 2014
Transamerica Life Insurance Company August 2011 - August 2012
Yellowbook March 2011 - May 2011
Little Angels Daycare, LLC May 2008 - May 2011
Education
Mount Mercy University 2007 — 2011
B.A. Degree, Human Resource Management, Business Management
Belle Plaine High School 2003 — 2007
Angela Janko, PMP, CSM's Transamerica Experience January 2013 - June 2013
Job Enabler of Strategic Delivery
Industry Hospital & Health Care
Experience
Denver Health September 2015 - Present
ACT March 2015 - August 2015
Western Union February 2014 - March 2015
Experian June 2013 - February 2014
Transamerica January 2013 - June 2013
Transamerica April 2012 - January 2013
AEGON/Transamerica October 2011 - April 2012
AEGON/Transamerica May 2011 - October 2011
AEGON/Transamerica October 2009 - May 2011
AEGON/Transamerica March 2008 - January 2010
Skills
Leadership Development, Staff Development, Program Management, Program Development, Team Building, Collaborative Leadership, People Development, Process Improvement, Software Project..., International Project..., Project Management..., Coaching, Full SDLC, Mentoring, Change Management, Strategic Planning, Offshore Resource..., Software Development, Software Documentation, Team Leadership, Cross-functional Team..., Sponsor Engagement, Requirements Management, Integration, Project Management, Requirements Gathering, Analysis, Business Analysis, Management, IT Management, Leadership, Agile Methodologies, SDLC, Strategy, Project Planning, Thought Leadership, Resource Management, Project Delivery, Management Consulting, PMO, Enterprise Software, Business Process..., Performance Management, PMP, Requirements Analysis, Business Process, Visio, IT Strategy, Risk Management, CRM
Education
University of Iowa 1985 — 1987
Bachelor of Business Administration, Marketing
Mount Mercy College 1983 — 1985
Undergraduate classes
Denver Health September 2015 - Present
ACT March 2015 - August 2015
Western Union February 2014 - March 2015
Experian June 2013 - February 2014
Transamerica January 2013 - June 2013
Transamerica April 2012 - January 2013
AEGON/Transamerica October 2011 - April 2012
AEGON/Transamerica May 2011 - October 2011
AEGON/Transamerica October 2009 - May 2011
AEGON/Transamerica March 2008 - January 2010
Skills
Leadership Development, Staff Development, Program Management, Program Development, Team Building, Collaborative Leadership, People Development, Process Improvement, Software Project..., International Project..., Project Management..., Coaching, Full SDLC, Mentoring, Change Management, Strategic Planning, Offshore Resource..., Software Development, Software Documentation, Team Leadership, Cross-functional Team..., Sponsor Engagement, Requirements Management, Integration, Project Management, Requirements Gathering, Analysis, Business Analysis, Management, IT Management, Leadership, Agile Methodologies, SDLC, Strategy, Project Planning, Thought Leadership, Resource Management, Project Delivery, Management Consulting, PMO, Enterprise Software, Business Process..., Performance Management, PMP, Requirements Analysis, Business Process, Visio, IT Strategy, Risk Management, CRM
Education
University of Iowa 1985 — 1987
Bachelor of Business Administration, Marketing
Mount Mercy College 1983 — 1985
Undergraduate classes
Brooke Strasser Brooke Strasser's Transamerica Experience April 2001 - Present
Job Senior Accountant at Transamerica
Industry Financial Services
Experience
Transamerica April 2001 - Present
Skills
Financial Analysis, Microsoft Excel, Process Improvement, Microsoft Office, Financial Reporting, Access, Finance, Business Analysis, Insurance, Sarbanes-Oxley Act, Financial Accounting, Accounting Applications, Project Planning, Customer Service, Security Operations, Operations Management, PAM for Securities, Business Intelligence, General Ledger, Journal Entries, Account Reconciliation, G/L Reconciliations, Data Analysis, IFRS, STAT
Education
Mount Mercy College 2002 — 2004
Bachelor's degree, Accounting
Kirkwood Community College 2000 — 2002
Associate of Arts (A.A.)
Transamerica April 2001 - Present
Skills
Financial Analysis, Microsoft Excel, Process Improvement, Microsoft Office, Financial Reporting, Access, Finance, Business Analysis, Insurance, Sarbanes-Oxley Act, Financial Accounting, Accounting Applications, Project Planning, Customer Service, Security Operations, Operations Management, PAM for Securities, Business Intelligence, General Ledger, Journal Entries, Account Reconciliation, G/L Reconciliations, Data Analysis, IFRS, STAT
Education
Mount Mercy College 2002 — 2004
Bachelor's degree, Accounting
Kirkwood Community College 2000 — 2002
Associate of Arts (A.A.)
Wilfred Lopez's Transamerica Experience January 2009 - October 2014
Job Retirement Advisory Channel Manager at ePlan Services, Inc.
Industry Financial Services
Experience
MDS Energy Development, LLC May 2015 - October 2015
Personal Capital November 2014 - March 2015
Transamerica January 2009 - October 2014
US Bank August 2008 - January 2009
Clark Capital Management Group January 2008 - June 2008
Curian Capital June 2003 - December 2007
TIAA-CREF February 1997 - June 2002
Nichols, Safina, Lerner & Co., Inc. September 1995 - June 1996
Skills
Investments, Retirement, Financial Services, Financial Advisory, Mutual Funds, Asset Management, Series 7, Series 63, Retirement Planning, Finance, Fixed Annuities, Strategic Financial..., Investment Strategies, Relationship Management, Alternative Investments, ETFs, Investment Management, Securities, Series 6, Wealth Management, Asset Allocation, 401k, Insurance, Investment Advisory, IRAs, Equities, Asset Managment, Sales Management, Budgets, Sales, Series 65, Financial Planning, Management
Education
University of Denver - Daniels College of Business 2001 — 2003
M.B.A., General Business
New York University - Polytechnic School of Engineering 1989 — 1995
B.S., Mechanical Engineering
MDS Energy Development, LLC May 2015 - October 2015
Personal Capital November 2014 - March 2015
Transamerica January 2009 - October 2014
US Bank August 2008 - January 2009
Clark Capital Management Group January 2008 - June 2008
Curian Capital June 2003 - December 2007
TIAA-CREF February 1997 - June 2002
Nichols, Safina, Lerner & Co., Inc. September 1995 - June 1996
Skills
Investments, Retirement, Financial Services, Financial Advisory, Mutual Funds, Asset Management, Series 7, Series 63, Retirement Planning, Finance, Fixed Annuities, Strategic Financial..., Investment Strategies, Relationship Management, Alternative Investments, ETFs, Investment Management, Securities, Series 6, Wealth Management, Asset Allocation, 401k, Insurance, Investment Advisory, IRAs, Equities, Asset Managment, Sales Management, Budgets, Sales, Series 65, Financial Planning, Management
Education
University of Denver - Daniels College of Business 2001 — 2003
M.B.A., General Business
New York University - Polytechnic School of Engineering 1989 — 1995
B.S., Mechanical Engineering
Mary K. Grigsby Mary K. Grigsby's Transamerica Experience August 1985 - February 1989
Job Administration
Industry Religious Institutions
Experience
Fred Jordan Missions June 2009 - July 2013
So Send I You June 2003 - December 2007
Calvary Chapel Golden Springs December 2000 - June 2003
So Send I You March 1994 - December 1998
So Send I You August 1992 - March 1994
Transamerica August 1985 - February 1989
ARCO Petroleum December 1979 - August 1985
Skills
Event Planning, Customer Service, Administrative..., Microsoft Office, Nonprofits, Office Management, Fundraising, TESOL Certified, St..., Presentations, Proofreading, Writing, Bilingual, Bible teaching, Data Processing, Volunteer Management, Community Outreach, Data Entry
Education
St Giles International 2002 — 2002
TESOL Certification, TESOL
Mt. San Antonio College 1980 — 1981
Incomplete Associate Degree, Accounting / Programming
Fred Jordan Missions June 2009 - July 2013
So Send I You June 2003 - December 2007
Calvary Chapel Golden Springs December 2000 - June 2003
So Send I You March 1994 - December 1998
So Send I You August 1992 - March 1994
Transamerica August 1985 - February 1989
ARCO Petroleum December 1979 - August 1985
Skills
Event Planning, Customer Service, Administrative..., Microsoft Office, Nonprofits, Office Management, Fundraising, TESOL Certified, St..., Presentations, Proofreading, Writing, Bilingual, Bible teaching, Data Processing, Volunteer Management, Community Outreach, Data Entry
Education
St Giles International 2002 — 2002
TESOL Certification, TESOL
Mt. San Antonio College 1980 — 1981
Incomplete Associate Degree, Accounting / Programming
Deb Kaiser, CBAP®'s Transamerica Experience September 2004 - April 2007
Job BCD Travel, Senior Enterprise Business Analyst, Strategic Marketing | Product Planning
Industry Information Technology and Services
Experience
BCD Travel April 2007 - Present
Near Space Ventures, Inc 2005 - Present
International Institute of Business Analysis® October 2009 - May 2015
International Institute of Business Analysis February 2010 - December 2012
KC Chapter of the International Institute of Business Analysis March 2011 - March 2012
BCD Travel April 2007 - January 2009
Transamerica September 2004 - April 2007
TriMin 1998 - July 2004
TriMin Systems, Inc. May 1996 - July 2004
TriMin Systems, Inc. September 1995 - May 1996
Skills
Business Analysis, Leadership, Product Management, Project Management, Requirements Management, Business Process, Enterprise Software, Training, SDLC, Team Leadership, Process Improvement, Business Intelligence, Vendor Management, BABOK, Software Project..., Full project lifecycle..., Integration, Business Process..., Project Portfolio..., Marketing Strategy, Use Case Analysis, User Stories, Product Planning, Cross-functional Team..., Change Management, Team Management, Business Process Mapping, Program Management, Software Documentation, IT Strategy, Agile Methodologies, Customer Service..., Certified business...
Education
North Hennepin Community College 1992 — 1995
Computer Science
BCD Travel April 2007 - Present
Near Space Ventures, Inc 2005 - Present
International Institute of Business Analysis® October 2009 - May 2015
International Institute of Business Analysis February 2010 - December 2012
KC Chapter of the International Institute of Business Analysis March 2011 - March 2012
BCD Travel April 2007 - January 2009
Transamerica September 2004 - April 2007
TriMin 1998 - July 2004
TriMin Systems, Inc. May 1996 - July 2004
TriMin Systems, Inc. September 1995 - May 1996
Skills
Business Analysis, Leadership, Product Management, Project Management, Requirements Management, Business Process, Enterprise Software, Training, SDLC, Team Leadership, Process Improvement, Business Intelligence, Vendor Management, BABOK, Software Project..., Full project lifecycle..., Integration, Business Process..., Project Portfolio..., Marketing Strategy, Use Case Analysis, User Stories, Product Planning, Cross-functional Team..., Change Management, Team Management, Business Process Mapping, Program Management, Software Documentation, IT Strategy, Agile Methodologies, Customer Service..., Certified business...
Education
North Hennepin Community College 1992 — 1995
Computer Science
Pamela Gaylord Pamela Gaylord's Transamerica Experience 2001 - 2008
Job Payroll Accountant at Raining Rose, Inc.
Industry Health, Wellness and Fitness
Experience
Raining Rose, Inc. March 2014 - Present
Jenny Craig January 2014 - June 2014
Farrell's eXtreme Bodyshaping, Inc. 2008 - December 2013
Transamerica 2001 - 2008
Skills
Coaching, Wellness, Personal Training, Team Building, Nutrition, Customer Service, Fitness Training, Strategic Planning, Strength Training, Entrepreneurship, Fitness, Marketing, Kickboxing, Accounting, Tax Accounting, Payroll, Schedules, Account Reconciliation, Time Management, Staff Supervision, Listening to customers, Multi Tasking, Communication Skills, Sales, Fundraising, Leadership Development, Teaching, Social Media, Small Business, Leadership
Education
Mount Mercy College
Bachelor of Science (BS), Accounting and Finance
Raining Rose, Inc. March 2014 - Present
Jenny Craig January 2014 - June 2014
Farrell's eXtreme Bodyshaping, Inc. 2008 - December 2013
Transamerica 2001 - 2008
Skills
Coaching, Wellness, Personal Training, Team Building, Nutrition, Customer Service, Fitness Training, Strategic Planning, Strength Training, Entrepreneurship, Fitness, Marketing, Kickboxing, Accounting, Tax Accounting, Payroll, Schedules, Account Reconciliation, Time Management, Staff Supervision, Listening to customers, Multi Tasking, Communication Skills, Sales, Fundraising, Leadership Development, Teaching, Social Media, Small Business, Leadership
Education
Mount Mercy College
Bachelor of Science (BS), Accounting and Finance
Frank McShalley Frank McShalley's Transamerica Experience May 1995 - Present
Job Manager, Client Services at Transamerica
Industry Insurance
Experience
Transamerica May 1995 - Present
Transamerica 1995 - Present
Skills
Disability Insurance, Management, Life Insurance, Financial Services, Finance, Risk Management, Sales Management, Relationship Management, Team Building, Training, Employee Training, Account Management
Education
Mount St. Mary's University 1982 — 1985
Business and Finance
Woodward High School 1979 — 1981
High School
Good Counsel High School 1977 — 1979
High School
Transamerica May 1995 - Present
Transamerica 1995 - Present
Skills
Disability Insurance, Management, Life Insurance, Financial Services, Finance, Risk Management, Sales Management, Relationship Management, Team Building, Training, Employee Training, Account Management
Education
Mount St. Mary's University 1982 — 1985
Business and Finance
Woodward High School 1979 — 1981
High School
Good Counsel High School 1977 — 1979
High School
Angie Haugen Angie Haugen's Transamerica Experience November 2008 - Present
Job Project Coordinator at Transamerica
Industry Insurance
Experience
Transamerica November 2008 - Present
AEGON USA December 2007 - November 2008
AEGON USA Realty Advisors February 2000 - December 2007
Lynch Dallas, P.C. April 1994 - February 2000
Skills
SharePoint, Clarity, MS Office Suite, Project Coordination, Microsoft Office, Process Improvement, MS Project, Business Analysis, Leadership, Vendor Management, Microsoft Excel, Project Management
Education
Mount Mercy College 2006 — 2008
BAS, Business; Human Resource Minor
ESI Project Management 2008 — 2009
Associates, Project Management
Transamerica November 2008 - Present
AEGON USA December 2007 - November 2008
AEGON USA Realty Advisors February 2000 - December 2007
Lynch Dallas, P.C. April 1994 - February 2000
Skills
SharePoint, Clarity, MS Office Suite, Project Coordination, Microsoft Office, Process Improvement, MS Project, Business Analysis, Leadership, Vendor Management, Microsoft Excel, Project Management
Education
Mount Mercy College 2006 — 2008
BAS, Business; Human Resource Minor
ESI Project Management 2008 — 2009
Associates, Project Management
Kris Kucera's Transamerica Experience October 2013 - Present
Job IT Manager EBS Shared Services at Transamerica
Industry Information Technology and Services
Experience
Transamerica October 2013 - Present
Transamerica January 2010 - October 2013
Dell Perot Systems Inc. December 1992 - January 2010
Banks of Iowa Computer Services March 1989 - December 1992
Skills
Database Design, SQL, COBOL, Web Services, Data Warehousing, Databases, Application Development, SQL Server, ASP.NET MVC, PL/SQL, ASP.NET, SSRS, .NET, C#, SSIS, VBScript, VB.NET, IIS, T-SQL, ADO.NET, TFS, XML, VSS, Visual Studio, ASP, AJAX, JavaScript, ETL, Oracle SQL, Enterprise Architecture, SOA, bootstrap, Google Analytics, WebTrends Analytics, Google Angular, SDLC, Agile Methodologies
Education
Mount Mercy College 1983 — 1986
Computer Science and Business
Transamerica October 2013 - Present
Transamerica January 2010 - October 2013
Dell Perot Systems Inc. December 1992 - January 2010
Banks of Iowa Computer Services March 1989 - December 1992
Skills
Database Design, SQL, COBOL, Web Services, Data Warehousing, Databases, Application Development, SQL Server, ASP.NET MVC, PL/SQL, ASP.NET, SSRS, .NET, C#, SSIS, VBScript, VB.NET, IIS, T-SQL, ADO.NET, TFS, XML, VSS, Visual Studio, ASP, AJAX, JavaScript, ETL, Oracle SQL, Enterprise Architecture, SOA, bootstrap, Google Analytics, WebTrends Analytics, Google Angular, SDLC, Agile Methodologies
Education
Mount Mercy College 1983 — 1986
Computer Science and Business
Helios Walker's Transamerica Experience December 2007 - September 2009
Job Yoga Instructor and Fitness Fanatic
Industry Health, Wellness and Fitness
Experience
Kindness Yoga June 2012 - Present
Helios Rising, LLC June 2006 - December 2009
Transamerica December 2007 - September 2009
OppenheimerFunds December 2004 - August 2006
OppenheimerFunds October 2002 - December 2004
Skills
Customer Service, Public Speaking, Coaching, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Team Building, Social Media, Strategic Planning, Leadership, Training, Insurance, Social Networking
Education
Morehouse College 1992 — 1997
Bachelor of Science (B.S.), Biology, General
Kindness Yoga June 2012 - Present
Helios Rising, LLC June 2006 - December 2009
Transamerica December 2007 - September 2009
OppenheimerFunds December 2004 - August 2006
OppenheimerFunds October 2002 - December 2004
Skills
Customer Service, Public Speaking, Coaching, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, PowerPoint, Team Building, Social Media, Strategic Planning, Leadership, Training, Insurance, Social Networking
Education
Morehouse College 1992 — 1997
Bachelor of Science (B.S.), Biology, General
Brian Trantham, MBA's Transamerica Experience 1990 - 1992
Job Vice President Sales/Marketing at CMS Energy Corp. EnerBank USA
Industry Financial Services
Experience
CMS Energy Corp.- EnerBank USA 2013 - Present
Rollins, Inc.- Orkin 2007 - 2012
Schering-Plough 2004 - 2007
BellSouth/AT&T 1997 - 2004
First Union/Wachovia/Wells Fargo 1992 - 1997
Transamerica 1990 - 1992
Skills
Sales Management, Team Building, Telecommunications, Customer Relations, Account Management, Product Marketing, Marketing Strategy, Strategic Planning, Product Management, Consultative Selling, Forecasting, B2B, Negotiation, Cross-functional Team..., Marketing Communications, Business Strategy, Budgeting, Online Marketing, New Business Development, Coaching, Problem Solving, Process Improvement, Change Management, Competitive Analysis, Contract Negotiation, Customer Satisfaction, Team Leadership, PowerPoint, Sales Process, Salesforce.com, Outlook, Inventory Management, Teamwork, Microsoft Office, Excel, Segmentation, Word, Business Intelligence, Business Analysis
Education
Pfeiffer University
Master's of Business Administration, MBA
North Carolina State University
B A
CMS Energy Corp.- EnerBank USA 2013 - Present
Rollins, Inc.- Orkin 2007 - 2012
Schering-Plough 2004 - 2007
BellSouth/AT&T 1997 - 2004
First Union/Wachovia/Wells Fargo 1992 - 1997
Transamerica 1990 - 1992
Skills
Sales Management, Team Building, Telecommunications, Customer Relations, Account Management, Product Marketing, Marketing Strategy, Strategic Planning, Product Management, Consultative Selling, Forecasting, B2B, Negotiation, Cross-functional Team..., Marketing Communications, Business Strategy, Budgeting, Online Marketing, New Business Development, Coaching, Problem Solving, Process Improvement, Change Management, Competitive Analysis, Contract Negotiation, Customer Satisfaction, Team Leadership, PowerPoint, Sales Process, Salesforce.com, Outlook, Inventory Management, Teamwork, Microsoft Office, Excel, Segmentation, Word, Business Intelligence, Business Analysis
Education
Pfeiffer University
Master's of Business Administration, MBA
North Carolina State University
B A
Pamala LaGrange's Transamerica Experience June 2012 - June 2014
Job DA Audit Leader
Industry Computer & Network Security
Experience
Wells Fargo May 2014 - Present
Transamerica June 2012 - June 2014
Transamerica February 2005 - July 2012
Heartland-Iowa IIA Chapter June 2011 - May 2012
AEGON Americas February 2000 - February 2005
Skills
Business Continuity, Sarbanes-Oxley Act, Program Management, Mainframe, IT Audit, Project Management, COBOL, MS Project, Enterprise Risk..., Data Analysis, DB2, Disaster Recovery, Information Technology, CISA, Information Security, Software Documentation, Risk Management, SDLC, Process Improvement, Internal Audit, Business Analysis, Leadership, Visio
Education
Mount Mercy College 2007 — 2010
Management Information System
Wells Fargo May 2014 - Present
Transamerica June 2012 - June 2014
Transamerica February 2005 - July 2012
Heartland-Iowa IIA Chapter June 2011 - May 2012
AEGON Americas February 2000 - February 2005
Skills
Business Continuity, Sarbanes-Oxley Act, Program Management, Mainframe, IT Audit, Project Management, COBOL, MS Project, Enterprise Risk..., Data Analysis, DB2, Disaster Recovery, Information Technology, CISA, Information Security, Software Documentation, Risk Management, SDLC, Process Improvement, Internal Audit, Business Analysis, Leadership, Visio
Education
Mount Mercy College 2007 — 2010
Management Information System
Charles Hackaday's Transamerica Experience January 1996 - July 2007
Job Account Clerk II at TDB Communications
Industry Government Administration
Experience
TDB Communications, Inc. November 2014 - Present
H&R Block November 2009 - October 2014
Encorce Receivable Management November 2007 - July 2009
Transamerica January 1996 - July 2007
Skills
Customer Service, Data Entry, Microsoft Office, Inbound, Call Center, Timely, Fax, Excel, Outbound, Word, Outlook, Telephone Skills, Problem Solving, Clerical Duties, Customer Satisfaction, Courteous, Typing, Outstanding Customer..., Teamwork, Microsoft Word, Hiring, Visio, Microsoft Excel, Call Centers, Sales, Clerical Work, Insurance
Education
DeVry University - Kansas City, MO 2013 — 2015
Bachelor of Business Administration (BBA), Management
Electronics Institute 2000 — 2001
Associate of Science (A.S.), Computer Programming
National American University 2005 — 2006
Sunnydale Academy
TDB Communications, Inc. November 2014 - Present
H&R Block November 2009 - October 2014
Encorce Receivable Management November 2007 - July 2009
Transamerica January 1996 - July 2007
Skills
Customer Service, Data Entry, Microsoft Office, Inbound, Call Center, Timely, Fax, Excel, Outbound, Word, Outlook, Telephone Skills, Problem Solving, Clerical Duties, Customer Satisfaction, Courteous, Typing, Outstanding Customer..., Teamwork, Microsoft Word, Hiring, Visio, Microsoft Excel, Call Centers, Sales, Clerical Work, Insurance
Education
DeVry University - Kansas City, MO 2013 — 2015
Bachelor of Business Administration (BBA), Management
Electronics Institute 2000 — 2001
Associate of Science (A.S.), Computer Programming
National American University 2005 — 2006
Sunnydale Academy
Jon Tinker's Transamerica Experience October 2008 - June 2011
Job AVP Latin America & Canada Operations at SCOR Global Life Americas
Industry Insurance
Experience
SCOR Global Life Americas March 2015 - Present
SCOR Global Life Americas April 2012 - March 2015
SCOR Global Life Americas August 2011 - April 2012
Transamerica October 2008 - June 2011
Transamerica Reinsurance August 2004 - September 2008
Transamerica January 2000 - August 2004
USA Administration Services, Inc. September 1997 - December 1999
Skills
Reinsurance, Underwriting, Insurance, Strategic Financial..., Business Analysis, Banking, Financial Analysis, Analysis, Enterprise Risk..., Financial Planning, Risk Management, Financial Risk, Management, Life Insurance, Financial Services, SDLC, Financial Reporting, Access, Employee Benefits, Leadership, Process Improvement
Education
University of North Carolina at Charlotte 1989 — 1991
North Carolina State University 1984 — 1986
SCOR Global Life Americas March 2015 - Present
SCOR Global Life Americas April 2012 - March 2015
SCOR Global Life Americas August 2011 - April 2012
Transamerica October 2008 - June 2011
Transamerica Reinsurance August 2004 - September 2008
Transamerica January 2000 - August 2004
USA Administration Services, Inc. September 1997 - December 1999
Skills
Reinsurance, Underwriting, Insurance, Strategic Financial..., Business Analysis, Banking, Financial Analysis, Analysis, Enterprise Risk..., Financial Planning, Risk Management, Financial Risk, Management, Life Insurance, Financial Services, SDLC, Financial Reporting, Access, Employee Benefits, Leadership, Process Improvement
Education
University of North Carolina at Charlotte 1989 — 1991
North Carolina State University 1984 — 1986
Romel Maultsby's Transamerica Experience March 2005 - November 2012
Job Accountant at Centers for Medicare and Medicaid Services
Industry Insurance
Experience
Centers for Medicare & Medicaid Services December 2012 - Present
Transamerica March 2005 - November 2012
Skills
Databases, Oracle Discoverer, Account Reconciliation, Certifications, Document Review, Reviews, Auditing, Strategic Planning, Interviews, Live Meeting, Meeting Planning, Leading Meetings, Merging, External Audit, Internal Audit, Audit Reports, Sarbanes-Oxley, Accounting, Financial Analysis, IFRS, Internal Controls
Education
University of Maryland University College 2006 — 2015
Morgan State University 1999 — 2004
Bachelor of Science (B.S.), Accounting
Centers for Medicare & Medicaid Services December 2012 - Present
Transamerica March 2005 - November 2012
Skills
Databases, Oracle Discoverer, Account Reconciliation, Certifications, Document Review, Reviews, Auditing, Strategic Planning, Interviews, Live Meeting, Meeting Planning, Leading Meetings, Merging, External Audit, Internal Audit, Audit Reports, Sarbanes-Oxley, Accounting, Financial Analysis, IFRS, Internal Controls
Education
University of Maryland University College 2006 — 2015
Morgan State University 1999 — 2004
Bachelor of Science (B.S.), Accounting
Noah G. Wilson's Transamerica Experience June 2014 - Present
Job Campaign Project Lead (Contract) at Capital Group
Industry Marketing and Advertising
Experience
Capital Group June 2015 - Present
Transamerica June 2014 - Present
Sargent & Berman January 2014 - May 2014
Transamerica November 2012 - March 2013
UCLA Extension 2013 - 2013
Sargent & Berman March 2012 - October 2012
Kaiser Permanente February 2010 - March 2012
Coloredge 2008 - 2009
Coloredge 2008 - 2009
Sargent & Berman 2008 - 2008
Skills
Graphic Design, Event Management, Management, Marketing, Advertising, Integrated Marketing, Social Media Marketing, Fundraising, Microsoft Office, Brand Development, Social Networking, Online Advertising, Entertainment, Email Marketing, Public Relations, Digital Marketing, Copywriting, Direct Marketing, Adobe Creative Suite, Project Management, Marketing Strategy, Facebook, Online Marketing, Creative Direction, Social Media, Digital Media, Marketing Communications, Digital Strategy
Education
University of California, Santa Cruz 1988 — 1993
BA, American/United States Studies/Civilization
Musicians Institute
Capital Group June 2015 - Present
Transamerica June 2014 - Present
Sargent & Berman January 2014 - May 2014
Transamerica November 2012 - March 2013
UCLA Extension 2013 - 2013
Sargent & Berman March 2012 - October 2012
Kaiser Permanente February 2010 - March 2012
Coloredge 2008 - 2009
Coloredge 2008 - 2009
Sargent & Berman 2008 - 2008
Skills
Graphic Design, Event Management, Management, Marketing, Advertising, Integrated Marketing, Social Media Marketing, Fundraising, Microsoft Office, Brand Development, Social Networking, Online Advertising, Entertainment, Email Marketing, Public Relations, Digital Marketing, Copywriting, Direct Marketing, Adobe Creative Suite, Project Management, Marketing Strategy, Facebook, Online Marketing, Creative Direction, Social Media, Digital Media, Marketing Communications, Digital Strategy
Education
University of California, Santa Cruz 1988 — 1993
BA, American/United States Studies/Civilization
Musicians Institute
Eddie Waters's Transamerica Experience December 2006 - Present
Job Director, Pricing & Group Underwriting at Transamerica
Industry Insurance
Experience
Transamerica December 2006 - Present
H2O Accounting Services 2002 - 2014
Xchanging Global Insurance Services November 2004 - December 2006
Assurant Solutions September 2000 - November 2004
Assurant Solutions December 1998 - September 2000
Marine Corps June 1985 - March 1998
Skills
Underwriting, Insurance, Process Improvement, Six Sigma, Operations Management, Time Management, Leadership, Management, Business Process..., Budgets, Vendor Management, Strategic Planning, Entrepreneurship, Microsoft Excel, Financial Analysis, Finance, Business Analysis, Team Leadership, Customer Service, Analysis, Risk Management, Coaching, Call Centers, Life Insurance, Property & Casualty..., New Business Development, Program Management, Executive Management, Financial Services, Team Building, Banking, Training, Access, Relationship Management, Accounting, Strategy, Microsoft Office, Financial Reporting, Account Management, Financial Risk
Education
Morehouse College 1993 — 1997
B.A., Corporate Finance
Twin Lakes High School 1981 — 1985
Transamerica December 2006 - Present
H2O Accounting Services 2002 - 2014
Xchanging Global Insurance Services November 2004 - December 2006
Assurant Solutions September 2000 - November 2004
Assurant Solutions December 1998 - September 2000
Marine Corps June 1985 - March 1998
Skills
Underwriting, Insurance, Process Improvement, Six Sigma, Operations Management, Time Management, Leadership, Management, Business Process..., Budgets, Vendor Management, Strategic Planning, Entrepreneurship, Microsoft Excel, Financial Analysis, Finance, Business Analysis, Team Leadership, Customer Service, Analysis, Risk Management, Coaching, Call Centers, Life Insurance, Property & Casualty..., New Business Development, Program Management, Executive Management, Financial Services, Team Building, Banking, Training, Access, Relationship Management, Accounting, Strategy, Microsoft Office, Financial Reporting, Account Management, Financial Risk
Education
Morehouse College 1993 — 1997
B.A., Corporate Finance
Twin Lakes High School 1981 — 1985
Jill Jacobs's Transamerica Experience March 2015 - Present
Job Senior Accountant at Transamerica
Industry Accounting
Experience
Transamerica March 2015 - Present
Transamerica May 2012 - March 2015
Transamerica August 2010 - May 2012
Transamerica September 2009 - August 2010
Transamerica November 2007 - September 2009
Transamerica May 2006 - October 2007
Skills
Accounting, General Ledger, Internal Controls, Financial Reporting, Financial Analysis, Accounts Payable, Microsoft Excel, Account Reconciliation, GAAP, Sarbanes-Oxley Act, Financial Accounting
Education
Mount Mercy College 2007 — 2010
Bachelor of Science (BS), Accounting
Transamerica March 2015 - Present
Transamerica May 2012 - March 2015
Transamerica August 2010 - May 2012
Transamerica September 2009 - August 2010
Transamerica November 2007 - September 2009
Transamerica May 2006 - October 2007
Skills
Accounting, General Ledger, Internal Controls, Financial Reporting, Financial Analysis, Accounts Payable, Microsoft Excel, Account Reconciliation, GAAP, Sarbanes-Oxley Act, Financial Accounting
Education
Mount Mercy College 2007 — 2010
Bachelor of Science (BS), Accounting
Tammy Heitt's Transamerica Experience 2004 - Present
Job Operational Risk Manager at AEGON USA
Industry Insurance
Experience
Transamerica 2004 - Present
Alliant Energy International April 2000 - November 2004
Met-Coil Systems Inc. August 1996 - April 2000
Skills
Operational Risk..., Sarbanes-Oxley Act, Operational Risk
Education
Mount Mercy College 1986 — 1989
Bachelor's degree, Accounting and Business/Management
Transamerica 2004 - Present
Alliant Energy International April 2000 - November 2004
Met-Coil Systems Inc. August 1996 - April 2000
Skills
Operational Risk..., Sarbanes-Oxley Act, Operational Risk
Education
Mount Mercy College 1986 — 1989
Bachelor's degree, Accounting and Business/Management
Bindu Nagaranthal's Transamerica Experience July 1997 - July 1998
Job 6S Blackbelt at Caterpillar
Industry Machinery
Experience
Caterpillar December 2007 - Present
Transamerica July 1997 - July 1998
Education
Northern Illinois University - College of Business 1992 — 1995
MAS, Accounting & Taxation
North Dakota State University 1989 — 1991
MBA, Business
Caterpillar December 2007 - Present
Transamerica July 1997 - July 1998
Education
Northern Illinois University - College of Business 1992 — 1995
MAS, Accounting & Taxation
North Dakota State University 1989 — 1991
MBA, Business
Jerry Todd, MBA, AIF®'s Transamerica Experience 2002 - 2004
Job Investment Advisor Representative at Householder Group Estate & Retirement Specialists
Industry Financial Services
Experience
Householder Group Estate & Retirement Specialists March 2013 - Present
Engage Retirement January 2004 - March 2013
Transamerica 2002 - 2004
AG Edwards 1997 - 2002
Skills
Investment Advisory, Retirement Planning, Retirement, Estate Planning, Strategic Financial..., Investments, 401k, Series 7, Asset Allocation, Wealth, Investment Strategies, Wealth Management, Pensions, IRAs, Mutual Funds, Financial Advisory, Asset Managment, Financial Planners, Insurance
Education
New Mexico State University 1991 — 2007
Bachelor of Business Administration (BBA), Finance
New Mexico State University 1991 — 2007
Master of Business Administration (MBA)
Householder Group Estate & Retirement Specialists March 2013 - Present
Engage Retirement January 2004 - March 2013
Transamerica 2002 - 2004
AG Edwards 1997 - 2002
Skills
Investment Advisory, Retirement Planning, Retirement, Estate Planning, Strategic Financial..., Investments, 401k, Series 7, Asset Allocation, Wealth, Investment Strategies, Wealth Management, Pensions, IRAs, Mutual Funds, Financial Advisory, Asset Managment, Financial Planners, Insurance
Education
New Mexico State University 1991 — 2007
Bachelor of Business Administration (BBA), Finance
New Mexico State University 1991 — 2007
Master of Business Administration (MBA)
Andrew Malinowski's Transamerica Experience 1996 - 2005
Job Director of IT at Collabera
Industry Information Technology and Services
Experience
Collabera, Inc. (formerly GCI) 2008 - Present
Ajilon Professional Staffing, LLC 2005 - 2007
Transamerica 1996 - 2005
First American Flood Data Services 1995 - 2005
Skills
Disaster Recovery, SDLC, Integration, Security, Vendor Management, Troubleshooting, IT Strategy, Microsoft SQL Server, Process Improvement, SharePoint, Business Analysis
Education
New Jersey Institute of Technology
Collabera, Inc. (formerly GCI) 2008 - Present
Ajilon Professional Staffing, LLC 2005 - 2007
Transamerica 1996 - 2005
First American Flood Data Services 1995 - 2005
Skills
Disaster Recovery, SDLC, Integration, Security, Vendor Management, Troubleshooting, IT Strategy, Microsoft SQL Server, Process Improvement, SharePoint, Business Analysis
Education
New Jersey Institute of Technology
Quinones, Jose's Transamerica Experience July 2014 - June 2015
Job Owner at Petsitting By Jose, LLC.
Industry Insurance
Experience
Owner, Petsitting By Jose, LLC. August 2015 - Present
Transamerica July 2014 - June 2015
Great-West Financial May 2004 - July 2014
INVESCO February 1991 - December 2003
Skills
Marketing, Visio, Marketing Communications, Software Documentation, Insurance, Spreadsheets, Microsoft Excel, Outlook, Mutual Funds, Customer Service, Access, PowerPoint, Analysis, Microsoft Word, Process Improvement, Management, Investments
Education
New York University 1970 — 1974
Bachelor of Arts (B.A.)
Brooklyn Technical High School 1966 — 1970
Owner, Petsitting By Jose, LLC. August 2015 - Present
Transamerica July 2014 - June 2015
Great-West Financial May 2004 - July 2014
INVESCO February 1991 - December 2003
Skills
Marketing, Visio, Marketing Communications, Software Documentation, Insurance, Spreadsheets, Microsoft Excel, Outlook, Mutual Funds, Customer Service, Access, PowerPoint, Analysis, Microsoft Word, Process Improvement, Management, Investments
Education
New York University 1970 — 1974
Bachelor of Arts (B.A.)
Brooklyn Technical High School 1966 — 1970
Rebecca Glover's Transamerica Experience July 2011 - June 2012
Job Customer Service Coordinator at Alliant Energy
Industry Public Relations and Communications
Experience
Alliant Energy 2014 - Present
Self-Employed June 2003 - Present
US Cellular 2013 - 2014
Transamerica July 2011 - June 2012
GoDaddy.com November 2010 - July 2011
Yellowbook USA March 2007 - November 2010
St Luke's Methodist Hospital July 2003 - January 2008
St. Joseph Hospital May 2001 - May 2003
Skills
Customer Service, Healthcare, Outlook, Public Speaking, Leadership, Medical Terminology, Data Entry, Microsoft Office, Microsoft Excel, Medical Billing, Training, Event Planning, Workshop Facilitation, PowerPoint, Fundraising, Insurance, Team Building, Microsoft Word, Hospitals, Medical Coding, Facebook, Social Networking
Education
Mount Mercy College 2003 — 2005
Bachelor of Arts (BA), Business/Corporate Communications
Alliant Energy 2014 - Present
Self-Employed June 2003 - Present
US Cellular 2013 - 2014
Transamerica July 2011 - June 2012
GoDaddy.com November 2010 - July 2011
Yellowbook USA March 2007 - November 2010
St Luke's Methodist Hospital July 2003 - January 2008
St. Joseph Hospital May 2001 - May 2003
Skills
Customer Service, Healthcare, Outlook, Public Speaking, Leadership, Medical Terminology, Data Entry, Microsoft Office, Microsoft Excel, Medical Billing, Training, Event Planning, Workshop Facilitation, PowerPoint, Fundraising, Insurance, Team Building, Microsoft Word, Hospitals, Medical Coding, Facebook, Social Networking
Education
Mount Mercy College 2003 — 2005
Bachelor of Arts (BA), Business/Corporate Communications
Lou Alleluia's Transamerica Experience 1979 - 1986
Job IT Director at Center for Urban Community Services
Industry Information Technology and Services
Experience
Center for Urban Community Services April 2009 - Present
Harvard Club 2009 - 2009
Watson Wyatt December 1999 - June 2008
Miller Freeman 1997 - 1999
Weil Gotshal and Manges 1995 - 1997
Mudge Rose 1993 - 1995
Mudge Rose Guthrie Alexander & Ferdon 1993 - 1995
John Wiley and Sons 1986 - 1992
Transamerica 1979 - 1986
Monarch Wine Company 1973 - 1979
Skills
Desktop Computers, Overall IT Management, IT Security Management, Infrastructure..., Network Managment, Help Desk Management, Applications..., Content Management, IT Management, Help Desk Support, Network Administration, Information Security..., Network Security, Cisco Firewall Security, Mass Mailing, Governance, Disaster Recovery, Data Center, Networking, Windows 7, IT Operations, Windows Server, Project Management, ITIL, Servers, Active Directory, Enterprise Architecture, IT Strategy, Enterprise Software, Citrix, SDLC, Infrastructure, Technical Support, Troubleshooting, Management, Leadership, Operating Systems, Information Technology, IT Service Management, System Deployment, SharePoint, Business Continuity, Vendor Management, Software Documentation, Microsoft Exchange, Windows XP, VMware, Integration, System Administration, Virtualization
Education
New York University - Polytechnic School of Engineering
B.S., Mathematics
Center for Urban Community Services April 2009 - Present
Harvard Club 2009 - 2009
Watson Wyatt December 1999 - June 2008
Miller Freeman 1997 - 1999
Weil Gotshal and Manges 1995 - 1997
Mudge Rose 1993 - 1995
Mudge Rose Guthrie Alexander & Ferdon 1993 - 1995
John Wiley and Sons 1986 - 1992
Transamerica 1979 - 1986
Monarch Wine Company 1973 - 1979
Skills
Desktop Computers, Overall IT Management, IT Security Management, Infrastructure..., Network Managment, Help Desk Management, Applications..., Content Management, IT Management, Help Desk Support, Network Administration, Information Security..., Network Security, Cisco Firewall Security, Mass Mailing, Governance, Disaster Recovery, Data Center, Networking, Windows 7, IT Operations, Windows Server, Project Management, ITIL, Servers, Active Directory, Enterprise Architecture, IT Strategy, Enterprise Software, Citrix, SDLC, Infrastructure, Technical Support, Troubleshooting, Management, Leadership, Operating Systems, Information Technology, IT Service Management, System Deployment, SharePoint, Business Continuity, Vendor Management, Software Documentation, Microsoft Exchange, Windows XP, VMware, Integration, System Administration, Virtualization
Education
New York University - Polytechnic School of Engineering
B.S., Mathematics
Bryan Von Roden's Transamerica Experience October 2011 - October 2013
Job Controller at CRST International
Industry Accounting
Experience
CRST International October 2013 - Present
Transamerica October 2011 - October 2013
AEGON June 2008 - October 2011
Skills
Financial Reporting, Accounting, Financial Analysis, Internal Controls, Financial Accounting, Auditing, IFRS, Internal Audit, General Ledger, Account Reconciliation, Insurance, Financial Statements
Education
Mount Mercy College 2009 — 2014
Master of Business Administration (MBA), Business
Mount Mercy College 2004 — 2008
Accounting, Finance & Business Management, Business
CRST International October 2013 - Present
Transamerica October 2011 - October 2013
AEGON June 2008 - October 2011
Skills
Financial Reporting, Accounting, Financial Analysis, Internal Controls, Financial Accounting, Auditing, IFRS, Internal Audit, General Ledger, Account Reconciliation, Insurance, Financial Statements
Education
Mount Mercy College 2009 — 2014
Master of Business Administration (MBA), Business
Mount Mercy College 2004 — 2008
Accounting, Finance & Business Management, Business
Bryan Ball's Transamerica Experience September 2011 - August 2012
Job Data Scientist at Capital One Labs
Industry Research
Experience
Capital One June 2015 - Present
The Loadown December 2013 - June 2015
NYU Stern School of Business February 2015 - May 2015
University of Maryland May 2013 - February 2015
Revionics July 2014 - January 2015
Transamerica September 2011 - August 2012
Skills
Statistics, R, Access, VBA, Probability, Data Analysis, Python, Calculus, Actuarial Science, Linear Algebra, Applied Mathematics, Machine Learning, Differential Equations, SAS, Matlab, Microsoft Excel, Econometrics, Time Series Analysis, GLM, Regression Models
Education
New York University 2013 — 2015
Master of Science (MS), Data Science, 3.95 GPA
University of Maryland College Park 2012 — 2013
Non-Degree Seeking Student, 3.83 GPA
University of Maryland College Park 2006 — 2010
Bachelor of Science (BS), Mathematics
Einstein
Capital One June 2015 - Present
The Loadown December 2013 - June 2015
NYU Stern School of Business February 2015 - May 2015
University of Maryland May 2013 - February 2015
Revionics July 2014 - January 2015
Transamerica September 2011 - August 2012
Skills
Statistics, R, Access, VBA, Probability, Data Analysis, Python, Calculus, Actuarial Science, Linear Algebra, Applied Mathematics, Machine Learning, Differential Equations, SAS, Matlab, Microsoft Excel, Econometrics, Time Series Analysis, GLM, Regression Models
Education
New York University 2013 — 2015
Master of Science (MS), Data Science, 3.95 GPA
University of Maryland College Park 2012 — 2013
Non-Degree Seeking Student, 3.83 GPA
University of Maryland College Park 2006 — 2010
Bachelor of Science (BS), Mathematics
Einstein
Leah Portz's Transamerica Experience July 2014 - Present
Job Project Coordinator at Transamerica
Industry Insurance
Experience
Transamerica July 2014 - Present
Dominium March 2007 - July 2014
Buhrs Americas October 2001 - May 2006
Dominium Development & Acquisition 2006 - 2006
Aegon 1998 - 2001
Penn Center July 1994 - November 1998
Skills
Microsoft Office, Event Planning, Strategic Planning, Outlook, Training, PowerPoint, Budgets, Contract Negotiation, Affordable Housing, Social Media Marketing, Process Scheduler, Microsoft Excel, Customer Service, Sales
Education
Mount Mercy University 1989 — 1993
BA, Music Education
West Delaware 1985 — 1989
Transamerica July 2014 - Present
Dominium March 2007 - July 2014
Buhrs Americas October 2001 - May 2006
Dominium Development & Acquisition 2006 - 2006
Aegon 1998 - 2001
Penn Center July 1994 - November 1998
Skills
Microsoft Office, Event Planning, Strategic Planning, Outlook, Training, PowerPoint, Budgets, Contract Negotiation, Affordable Housing, Social Media Marketing, Process Scheduler, Microsoft Excel, Customer Service, Sales
Education
Mount Mercy University 1989 — 1993
BA, Music Education
West Delaware 1985 — 1989
DuPree Ballew's Transamerica Experience April 2004 - February 2008
Job Regional Vice President, Retirement Plans at Ohio National Financial Services
Industry Financial Services
Experience
Ohio National Financial Services December 2012 - Present
ADP August 2010 - December 2011
Creative Retirement Systems February 2010 - August 2010
Transamerica Retirement Services January 2008 - February 2010
Transamerica April 2004 - February 2008
Diversified Investment Advisors March 2000 - April 2004
Diversified Investment Advisors June 1998 - March 2000
Skills
Customer Relations, Series 6, Series 63, 401k, Retirement Services, Business Development, Asset Allocation, Customer Service, Employee Benefits, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Retirement
Education
Mount Mercy University 2002 — 2004
Bachelor of Science, Business Management
Ohio National Financial Services December 2012 - Present
ADP August 2010 - December 2011
Creative Retirement Systems February 2010 - August 2010
Transamerica Retirement Services January 2008 - February 2010
Transamerica April 2004 - February 2008
Diversified Investment Advisors March 2000 - April 2004
Diversified Investment Advisors June 1998 - March 2000
Skills
Customer Relations, Series 6, Series 63, 401k, Retirement Services, Business Development, Asset Allocation, Customer Service, Employee Benefits, Financial Services, Fixed Annuities, Insurance, Investments, Leadership, Retirement
Education
Mount Mercy University 2002 — 2004
Bachelor of Science, Business Management
Clifford Maske's Transamerica Experience 1992 - 1999
Job Commercial Real Estate Appraiser at Wells Fargo
Industry Real Estate
Experience
Wells Fargo July 2012 - Present
The Efird Corporation July 2006 - June 2012
Maske Realty Corp 1999 - 2005
Transamerica Reinsurance 1992 - 1999
Transamerica Reinsurance 1992 - 1999
Transamerica 1992 - 1999
Skills
Real Estate, Commercial Real Estate, Strategic Planning, Financial Analysis, Negotiation, Contract Negotiation, Investments, Public Speaking, Budgets, Underwriting, Investment Properties, Asset Managment, Property Management, Residential Homes, Portfolio Management, Appraisals, Real Estate Economics, Asset Management, Real Estate Transactions, Due Diligence
Education
Queens University of Charlotte 1995 — 1997
MBA, Master of Business Administration
North Carolina Agricultural and Technical State University 1988 — 1992
BS, Economics
Wells Fargo July 2012 - Present
The Efird Corporation July 2006 - June 2012
Maske Realty Corp 1999 - 2005
Transamerica Reinsurance 1992 - 1999
Transamerica Reinsurance 1992 - 1999
Transamerica 1992 - 1999
Skills
Real Estate, Commercial Real Estate, Strategic Planning, Financial Analysis, Negotiation, Contract Negotiation, Investments, Public Speaking, Budgets, Underwriting, Investment Properties, Asset Managment, Property Management, Residential Homes, Portfolio Management, Appraisals, Real Estate Economics, Asset Management, Real Estate Transactions, Due Diligence
Education
Queens University of Charlotte 1995 — 1997
MBA, Master of Business Administration
North Carolina Agricultural and Technical State University 1988 — 1992
BS, Economics
rosy shrestha's Transamerica Experience November 2008 - January 2009
Job Computer Software Professional
Industry Information Technology and Services
Experience
transamerica November 2008 - January 2009
J. Paul Getty Trust April 2008 - August 2008
Unlimited 2000 - 2003
Education
National University 2006 — 2007
Master, Information system
transamerica November 2008 - January 2009
J. Paul Getty Trust April 2008 - August 2008
Unlimited 2000 - 2003
Education
National University 2006 — 2007
Master, Information system
Tracy Braswell's Transamerica Experience 1994 - 2000
Job Director/Risk Management Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo September 2012 - Present
Wells Fargo November 2000 - Present
Wells Fargo November 2000 - Present
Transamerica 1994 - 2000
Skills
Series 7, Banking, Capital Markets, Credit, Fixed Income, Risk Management, Financial Services, Derivatives
Education
North Carolina Agricultural and Technical State University 1988 — 1992
BS, Accounting
Wells Fargo September 2012 - Present
Wells Fargo November 2000 - Present
Wells Fargo November 2000 - Present
Transamerica 1994 - 2000
Skills
Series 7, Banking, Capital Markets, Credit, Fixed Income, Risk Management, Financial Services, Derivatives
Education
North Carolina Agricultural and Technical State University 1988 — 1992
BS, Accounting
Christina Graham, MBA's Transamerica Experience April 2013 - Present
Job Senior Trainer at Transamerica
Industry Telecommunications
Experience
Transamerica April 2013 - Present
Verizon February 2005 - April 2013
Iowa Glass 1999 - 2004
Skills
Documentation, Auditing, Billing, Teamwork, PowerPoint, Team Building, Coaching, Team Leadership, Planning, Software Documentation, Project Planning, Training, Quality Assurance
Education
Mount Mercy University 2008 — 2011
MBA
Transamerica April 2013 - Present
Verizon February 2005 - April 2013
Iowa Glass 1999 - 2004
Skills
Documentation, Auditing, Billing, Teamwork, PowerPoint, Team Building, Coaching, Team Leadership, Planning, Software Documentation, Project Planning, Training, Quality Assurance
Education
Mount Mercy University 2008 — 2011
MBA
Hersel Ahdout's Transamerica Experience October 1996 - June 2004
Job President at A. H. Associates, Inc.
Industry Information Technology and Services
Experience
A. H. Associates, Inc. October 1985 - Present
Elangeni Consulting January 2007 - December 2008
First American Title June 2004 - December 2008
GoProjex July 2000 - October 2004
Transamerica October 1996 - June 2004
Transamerica Flood Hazard Certification 1995 - 2003
ARCO July 1997 - June 2000
DP Specialists 1995 - 2000
Chase Manhattan Corporation August 1996 - July 1997
General Public Utilities (GPU) April 1989 - August 1996
Skills
Microsoft SQL Server, Business Analysis, Disaster Recovery, TCP/IP, Project Management, Networking, IT Management, Management, SOAP, Training, ITIL, Integration, Databases, Software Development
Education
New Jersey Institute of Technology 1981 — 1983
MS, M.E. with Minor in Applied Mathematics
New Jersey Institute of Technology 1978 — 1981
BS, M.E. Minor in Computer Science
A. H. Associates, Inc. October 1985 - Present
Elangeni Consulting January 2007 - December 2008
First American Title June 2004 - December 2008
GoProjex July 2000 - October 2004
Transamerica October 1996 - June 2004
Transamerica Flood Hazard Certification 1995 - 2003
ARCO July 1997 - June 2000
DP Specialists 1995 - 2000
Chase Manhattan Corporation August 1996 - July 1997
General Public Utilities (GPU) April 1989 - August 1996
Skills
Microsoft SQL Server, Business Analysis, Disaster Recovery, TCP/IP, Project Management, Networking, IT Management, Management, SOAP, Training, ITIL, Integration, Databases, Software Development
Education
New Jersey Institute of Technology 1981 — 1983
MS, M.E. with Minor in Applied Mathematics
New Jersey Institute of Technology 1978 — 1981
BS, M.E. Minor in Computer Science
Aubrey Pipkin's Transamerica Experience 2010 - Present
Job Manager at Transamerica
Industry Financial Services
Experience
Transamerica 2010 - Present
Yellow Book USA April 2005 - April 2010
Education
Mount Mercy College
Bachelor of Science (BS), Business/Commerce, General
Transamerica 2010 - Present
Yellow Book USA April 2005 - April 2010
Education
Mount Mercy College
Bachelor of Science (BS), Business/Commerce, General
Patty Seely Moore's Transamerica Experience September 2014 - Present
Job Senior Process Engineer (Green Belt) at Transamerica
Industry Program Development
Experience
Transamerica September 2014 - Present
Transamerica November 2012 - September 2014
Transamerica Life Insurance Company August 2009 - November 2012
The Arc of East Central Iowa June 2009 - August 2009
AEGON USA July 2007 - August 2009
GE Capital 2004 - 2006
GE Capital 2003 - 2004
GE Capital 2002 - 2003
GE Capital 1999 - 2002
Riccolo & Semelroth, P.C. 1992 - 1999
Skills
Process Improvement, Six Sigma, Quality Assurance, Project Management, Business Process..., Lean Manufacturing, Continuous Improvement, Management, Change Management, Financial Services, Customer Service, Program Management, Business Analysis, Operations Management, Team Leadership, Facilitation, Team Building, Relationship Management, Cross-functional Team..., Requirements Gathering
Education
Mount Mercy University
B.A., Psychology
Transamerica September 2014 - Present
Transamerica November 2012 - September 2014
Transamerica Life Insurance Company August 2009 - November 2012
The Arc of East Central Iowa June 2009 - August 2009
AEGON USA July 2007 - August 2009
GE Capital 2004 - 2006
GE Capital 2003 - 2004
GE Capital 2002 - 2003
GE Capital 1999 - 2002
Riccolo & Semelroth, P.C. 1992 - 1999
Skills
Process Improvement, Six Sigma, Quality Assurance, Project Management, Business Process..., Lean Manufacturing, Continuous Improvement, Management, Change Management, Financial Services, Customer Service, Program Management, Business Analysis, Operations Management, Team Leadership, Facilitation, Team Building, Relationship Management, Cross-functional Team..., Requirements Gathering
Education
Mount Mercy University
B.A., Psychology
Lisa Vodopivec's Transamerica Experience January 2004 - December 2005
Job GE Capital, Regulatory Reporting
Industry Financial Services
Experience
GE Capital August 2012 - Present
Bank of America January 2009 - August 2012
Merrill Lynch January 2006 - January 2009
Transamerica January 2004 - December 2005
Transamerica July 2001 - January 2004
Arthur J. Gallagher March 2001 - June 2001
Transamerica October 1995 - March 2001
Skills
Commercial Lending
Education
North Central College 1992 — 1995
BS, Accounting
GE Capital August 2012 - Present
Bank of America January 2009 - August 2012
Merrill Lynch January 2006 - January 2009
Transamerica January 2004 - December 2005
Transamerica July 2001 - January 2004
Arthur J. Gallagher March 2001 - June 2001
Transamerica October 1995 - March 2001
Skills
Commercial Lending
Education
North Central College 1992 — 1995
BS, Accounting
Sallada, Ron's Transamerica Experience November 2009 - Present
Job Sales Representative Transamerica Life Insurance Co
Industry Insurance
Experience
Transamerica November 2009 - Present
Monumental Life/Transamerica Insurance Company January 2009 - June 2011
Walmart June 2009 - November 2009
Palm Harbor Homes June 2003 - June 2009
Skills
Fixed Annuities, Life Insurance, Retail, Merchandising, Store Management, Visual Merchandising, Loss Prevention, Inventory Management, Customer Service, Inventory Control, Store Operations, Retail Sales, Microsoft Office, Shrinkage, Sales, Profit, Microsoft Excel, Big Box
Education
Tri-Valley HS 1965 — 1968
Muhlenberg College
Transamerica November 2009 - Present
Monumental Life/Transamerica Insurance Company January 2009 - June 2011
Walmart June 2009 - November 2009
Palm Harbor Homes June 2003 - June 2009
Skills
Fixed Annuities, Life Insurance, Retail, Merchandising, Store Management, Visual Merchandising, Loss Prevention, Inventory Management, Customer Service, Inventory Control, Store Operations, Retail Sales, Microsoft Office, Shrinkage, Sales, Profit, Microsoft Excel, Big Box
Education
Tri-Valley HS 1965 — 1968
Muhlenberg College
Kirk Metzler's Transamerica Experience March 2010 - Present
Job Operations Specialist at Transamerica
Industry Insurance
Experience
Transamerica March 2010 - Present
AEGON January 2007 - March 2010
Skills
Insurance, Life Insurance, Microsoft Office, Team Building
Education
College of Mount St. Joseph 2000 — 2005
Bachelor of Science (B.S.), Sociology and business
Transamerica March 2010 - Present
AEGON January 2007 - March 2010
Skills
Insurance, Life Insurance, Microsoft Office, Team Building
Education
College of Mount St. Joseph 2000 — 2005
Bachelor of Science (B.S.), Sociology and business
Elizabeth Bricker's Transamerica Experience September 2014 - Present
Job Senior Tax Accountant at Transamerica
Industry Accounting
Experience
Transamerica September 2014 - Present
James T. Brems, PC January 2001 - August 2014
Skills
Accounting, Tax, Income Tax, Tax Preparation, Financial Reporting, Tax Returns, Auditing, Corporate Tax, General Ledger, Financial Accounting, QuickBooks, GAAP, Account Reconciliation, Internal Controls, Bookkeeping, Accounts Payable, Journal Entries, Sales Tax, Accounts Receivable, Tax Accounting, Fixed Assets
Education
Mount Mercy University 2012 — 2014
Masters of Business Administration
Mount Mercy College 1997 — 2001
BBS, Accounting
Transamerica September 2014 - Present
James T. Brems, PC January 2001 - August 2014
Skills
Accounting, Tax, Income Tax, Tax Preparation, Financial Reporting, Tax Returns, Auditing, Corporate Tax, General Ledger, Financial Accounting, QuickBooks, GAAP, Account Reconciliation, Internal Controls, Bookkeeping, Accounts Payable, Journal Entries, Sales Tax, Accounts Receivable, Tax Accounting, Fixed Assets
Education
Mount Mercy University 2012 — 2014
Masters of Business Administration
Mount Mercy College 1997 — 2001
BBS, Accounting
Pranavsinh Solanki's Transamerica Experience September 2008 - August 2009
Job Assistant General Manager at Benton Hospitality
Industry Hospitality
Experience
Benton Hospitality - Days Inn October 2009 - Present
EconoLodge August 2009 - October 2009
U.S August 2009 - September 2009
E-Commerce September 2008 - August 2009
Transamerica September 2008 - August 2009
S.V.National Institute of Technology (SVNIT) February 2006 - April 2007
S.V.National Institute of Technology (SVNIT) February 2006 - April 2007
Sardar Vallabhbhai National Institute of Technology January 2006 - April 2007
ICICI January 2005 - February 2006
Education
Newman University 2007 — 2009
MBA, International Business Management
Newman University
Master Of Business Administration (MBA)
Newman University
Master Of Business Administration (MBA)
South Gujarat University
Bachelor, Computer Application (BCA)
South Gujarat University
Bachelor, Computer Application (BCA)
Benton Hospitality - Days Inn October 2009 - Present
EconoLodge August 2009 - October 2009
U.S August 2009 - September 2009
E-Commerce September 2008 - August 2009
Transamerica September 2008 - August 2009
S.V.National Institute of Technology (SVNIT) February 2006 - April 2007
S.V.National Institute of Technology (SVNIT) February 2006 - April 2007
Sardar Vallabhbhai National Institute of Technology January 2006 - April 2007
ICICI January 2005 - February 2006
Education
Newman University 2007 — 2009
MBA, International Business Management
Newman University
Master Of Business Administration (MBA)
Newman University
Master Of Business Administration (MBA)
South Gujarat University
Bachelor, Computer Application (BCA)
South Gujarat University
Bachelor, Computer Application (BCA)
Kywan Sheppard's Transamerica Experience September 2015 - Present
Job Retirement Consultant
Industry Insurance
Experience
Transamerica September 2015 - Present
Strategic Insurance Solutions March 2013 - Present
Realm Dynamics December 2012 - Present
Verizon Wireless May 2008 - October 2011
Skills
Sales, Insurance, Finance, Direct Sales, Employee Benefits, Customer Service, Life Insurance, Health Insurance, Fixed Annuities, Retirement Planning, Strategic Financial..., Retirement, Financial Services, Microsoft Office, Disability Insurance
Education
Durham Technical Community College
Norfolk State University
Transamerica September 2015 - Present
Strategic Insurance Solutions March 2013 - Present
Realm Dynamics December 2012 - Present
Verizon Wireless May 2008 - October 2011
Skills
Sales, Insurance, Finance, Direct Sales, Employee Benefits, Customer Service, Life Insurance, Health Insurance, Fixed Annuities, Retirement Planning, Strategic Financial..., Retirement, Financial Services, Microsoft Office, Disability Insurance
Education
Durham Technical Community College
Norfolk State University
Christopher Lintecum's Transamerica Experience April 2015 - Present
Job Vice President of Distribution at Transamerica
Industry Insurance
Experience
Transamerica April 2015 - Present
Transamerica 2012 - Present
Transamerica April 2012 - October 2012
AEGON - Transamerica January 1997 - April 2012
Skills
Insurance, Business Analysis, Customer Service, Estate Planning, Life Insurance, SDLC, Underwriting, Whole Life, Disability Insurance, Employee Benefits, Financial Services, Fixed Annuities, Health Insurance, Leadership, Management, Marketing, New Business Development, Process Improvement, Project Management, Retirement, Retirement Planning, Sales Management, Strategic Planning, Team Building, Term Life Insurance
Education
Mount Mercy University 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Mount Mercy University 2009 — 2013
Finance Degree
Mount Mercy University 2009 — 2013
Minor in Economics
Transamerica April 2015 - Present
Transamerica 2012 - Present
Transamerica April 2012 - October 2012
AEGON - Transamerica January 1997 - April 2012
Skills
Insurance, Business Analysis, Customer Service, Estate Planning, Life Insurance, SDLC, Underwriting, Whole Life, Disability Insurance, Employee Benefits, Financial Services, Fixed Annuities, Health Insurance, Leadership, Management, Marketing, New Business Development, Process Improvement, Project Management, Retirement, Retirement Planning, Sales Management, Strategic Planning, Team Building, Term Life Insurance
Education
Mount Mercy University 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Mount Mercy University 2009 — 2013
Finance Degree
Mount Mercy University 2009 — 2013
Minor in Economics
Sarah Watson's Transamerica Experience July 2008 - May 2012
Job Director of Business Development Moving Supplies at US Cargo Control
Industry Retail
Experience
US Cargo Control, Clickstop, Inc. August 2014 - Present
US Cargo Control, Clickstop, Inc. June 2014 - August 2014
US Cargo Control, Clickstop, Inc. November 2012 - June 2014
US Cargo Control, Clickstop, Inc. May 2012 - October 2012
Transamerica July 2008 - May 2012
Transamerica April 2007 - July 2008
Mount Mercy University November 2007 - May 2008
Management Recruiters of Cedar Rapids September 2006 - April 2007
Management Recruiters of Cedar Rapids April 2006 - August 2006
Skills
Recruiting, Event Planning, Talent Acquisition, College Recruiting, Campus, Public Speaking, Leadership Development, Customer Service, Employee Relations, Sales, Customer Retention, Customer Engagement, Product Development, Management, Interviews, Leadership, Marketing, Team Building, Training, Strategic Planning
Education
Mount Mercy College
Bachelor of Business Administration, Marketing, Management and Communications
US Cargo Control, Clickstop, Inc. August 2014 - Present
US Cargo Control, Clickstop, Inc. June 2014 - August 2014
US Cargo Control, Clickstop, Inc. November 2012 - June 2014
US Cargo Control, Clickstop, Inc. May 2012 - October 2012
Transamerica July 2008 - May 2012
Transamerica April 2007 - July 2008
Mount Mercy University November 2007 - May 2008
Management Recruiters of Cedar Rapids September 2006 - April 2007
Management Recruiters of Cedar Rapids April 2006 - August 2006
Skills
Recruiting, Event Planning, Talent Acquisition, College Recruiting, Campus, Public Speaking, Leadership Development, Customer Service, Employee Relations, Sales, Customer Retention, Customer Engagement, Product Development, Management, Interviews, Leadership, Marketing, Team Building, Training, Strategic Planning
Education
Mount Mercy College
Bachelor of Business Administration, Marketing, Management and Communications
Tammy Etscheidt's Transamerica Experience November 2013 - Present
Job TBS PMO at Transamerica
Industry Financial Services
Experience
Transamerica November 2013 - Present
Mercer August 2012 - November 2013
Principal Financial Group June 1991 - April 2012
Education
Mount Mercy University
Bachelor of Arts (B.A.)
Transamerica November 2013 - Present
Mercer August 2012 - November 2013
Principal Financial Group June 1991 - April 2012
Education
Mount Mercy University
Bachelor of Arts (B.A.)
Lyle Gaumer's Transamerica Experience 2013 - 2015
Job IMAC Technician for Randstad Technologies US
Industry Information Technology and Services
Experience
Randstad Technologies US May 2012 - Present
Transamerica 2013 - 2015
Transamerica 2013 - 2015
TEKsystems December 2011 - May 2012
Genesis Tech Solutions March 2010 - October 2011
Skills
Applicant Tracking...
Education
National American University 2009 — 2010
Business Management, Computer sciences
Independent Electrical Conctractors 1998 — 2002
Associates in Applied Sciences, Electrical Installation
Randstad Technologies US May 2012 - Present
Transamerica 2013 - 2015
Transamerica 2013 - 2015
TEKsystems December 2011 - May 2012
Genesis Tech Solutions March 2010 - October 2011
Skills
Applicant Tracking...
Education
National American University 2009 — 2010
Business Management, Computer sciences
Independent Electrical Conctractors 1998 — 2002
Associates in Applied Sciences, Electrical Installation
Jesse Elizondo's Transamerica Experience October 1999 - Present
Job Processor at Transamerica Life & Protection
Industry Insurance
Experience
Transamerica October 1999 - Present
Boxer Property Mgt October 1998 - October 1999
Comdata September 1995 - October 1998
Crum & Foster Insurance December 1993 - September 1995
Sony Service Center July 1993 - December 1993
Pellon Sales March 1993 - May 1993
Recognition Equipment, Inc. January 1993 - February 1993
Engine Components Inc. October 1991 - December 1992
Foster-Edwards Aircraft August 1990 - April 1991
Fickel's Furniture February 1990 - April 1990
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Team Building, Strategic Planning, Software Documentation, Public Speaking, Account Management, Management, SharePoint, Windows, Troubleshooting, Process Scheduler, Budgets, Operations Management, Leadership
Education
Texas Areo Tech 1982 — 1984
Associate of Arts and Sciences (A.A.S.), Airframe and Powerplant Maintenance and Repair
Mountain View College 1982 — 1984
Associate of Arts and Sciences (A.A.S.), Aviation Maintenance Technology/Technician, 2.4
Skyline High School 1978 — 1982
High School graduation diploma, Aeronautics/Aviation/Aerospace Science and Technology, General
Transamerica October 1999 - Present
Boxer Property Mgt October 1998 - October 1999
Comdata September 1995 - October 1998
Crum & Foster Insurance December 1993 - September 1995
Sony Service Center July 1993 - December 1993
Pellon Sales March 1993 - May 1993
Recognition Equipment, Inc. January 1993 - February 1993
Engine Components Inc. October 1991 - December 1992
Foster-Edwards Aircraft August 1990 - April 1991
Fickel's Furniture February 1990 - April 1990
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Team Building, Strategic Planning, Software Documentation, Public Speaking, Account Management, Management, SharePoint, Windows, Troubleshooting, Process Scheduler, Budgets, Operations Management, Leadership
Education
Texas Areo Tech 1982 — 1984
Associate of Arts and Sciences (A.A.S.), Airframe and Powerplant Maintenance and Repair
Mountain View College 1982 — 1984
Associate of Arts and Sciences (A.A.S.), Aviation Maintenance Technology/Technician, 2.4
Skyline High School 1978 — 1982
High School graduation diploma, Aeronautics/Aviation/Aerospace Science and Technology, General
Steve Lehmann's Transamerica Experience December 1996 - Present
Job Actuary at Transamerica
Industry Insurance
Experience
Transamerica December 1996 - Present
Tiffin University September 1993 - June 1996
Education
North Dakota State University 1988 — 1993
Master's Degree, Mathematics
St John's University 1978 — 1982
Bachelor's Degree, Mathematics
Transamerica December 1996 - Present
Tiffin University September 1993 - June 1996
Education
North Dakota State University 1988 — 1993
Master's Degree, Mathematics
St John's University 1978 — 1982
Bachelor's Degree, Mathematics
Stefanie Archer's Transamerica Experience January 1990 - November 1993
Job Controller at DecisionCFO
Industry Management Consulting
Experience
DecisionCFO November 2011 - Present
Berkeley College September 1999 - May 2000
HIP November 1993 - April 1997
Westchester Community College September 1992 - November 1993
Transamerica January 1990 - November 1993
KPMG September 1989 - January 1990
Education
NYIT 1996 — 1998
Masters in Business Administration, Accounting
Pace University-Pleasantville/Briarcliff Campus 1984 — 1988
Bachelor of Business Administration, CPA, Accounting Information Systems
DecisionCFO November 2011 - Present
Berkeley College September 1999 - May 2000
HIP November 1993 - April 1997
Westchester Community College September 1992 - November 1993
Transamerica January 1990 - November 1993
KPMG September 1989 - January 1990
Education
NYIT 1996 — 1998
Masters in Business Administration, Accounting
Pace University-Pleasantville/Briarcliff Campus 1984 — 1988
Bachelor of Business Administration, CPA, Accounting Information Systems
Marcus Oldendick's Transamerica Experience January 2006 - Present
Job Account Manager at Transamerica Financial Life Insurance Company
Industry Insurance
Experience
Transamerica January 2006 - Present
Transamerica Retirement Services January 2006 - Present
Walt Disney Travel Company January 2005 - June 2005
Walt Disney World College January 2004 - May 2004
Skills
Mutual Funds, Variable Annuities, Retirement Planning, 401k, Retirement, Relationship Management, Brokers
Education
Mount St. Joseph University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
College of Mount St. Joseph 2000 — 2004
Bachelor of Science, Business Administration; Finance
Transamerica January 2006 - Present
Transamerica Retirement Services January 2006 - Present
Walt Disney Travel Company January 2005 - June 2005
Walt Disney World College January 2004 - May 2004
Skills
Mutual Funds, Variable Annuities, Retirement Planning, 401k, Retirement, Relationship Management, Brokers
Education
Mount St. Joseph University 2000 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
College of Mount St. Joseph 2000 — 2004
Bachelor of Science, Business Administration; Finance
Betty Lomax's Transamerica Experience January 1997 - January 2001
Job HRIS Manager at CKE Restaurants, Inc.
Industry Restaurants
Experience
CKE Restaurants, Inc. January 2001 - Present
TransAmerica January 1997 - January 2001
Education
National University 1990 — 1992
Bachelor's degree, Human Resources Management/Personnel Administration, General
CKE Restaurants, Inc. January 2001 - Present
TransAmerica January 1997 - January 2001
Education
National University 1990 — 1992
Bachelor's degree, Human Resources Management/Personnel Administration, General
Aimee Corporon's Transamerica Experience July 2012 - June 2014
Job Project Coordinator at Transamerica Life Insurance Company
Industry Insurance
Experience
Transamerica Life Insurance Company June 2014 - Present
Transamerica July 2012 - June 2014
Transamerica Life Insurance Company August 2007 - July 2012
Skills
Process Improvement, Insurance, Leadership, Training, Call Centers, Testing, Customer Service, Team Building, Microsoft Excel, New Business Development, Team Leadership, Microsoft Office, Sales, Coaching, Business Analysis, Data Entry, Customer Experience, Microsoft Word, PowerPoint, Meeting Planning, Project Management, Project Delivery
Education
Mount Mercy University 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Morningside College 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Business Administration
Transamerica Life Insurance Company June 2014 - Present
Transamerica July 2012 - June 2014
Transamerica Life Insurance Company August 2007 - July 2012
Skills
Process Improvement, Insurance, Leadership, Training, Call Centers, Testing, Customer Service, Team Building, Microsoft Excel, New Business Development, Team Leadership, Microsoft Office, Sales, Coaching, Business Analysis, Data Entry, Customer Experience, Microsoft Word, PowerPoint, Meeting Planning, Project Management, Project Delivery
Education
Mount Mercy University 2011 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Morningside College 2003 — 2007
Bachelor of Arts (B.A.), Political Science and Business Administration
Chad Willer's Transamerica Experience February 1997 - August 1998
Job Retail Professional
Industry Retail
Experience
Gap Inc. 1997 - Present
Transamerica February 1997 - August 1998
Indiana State University May 1996 - December 1996
Skills
Customer Experience, Business Acumen, Organizational..., Sales Management, Driving Results, Verbal and Written..., Keen Listener, Recruiting, Training, Coaching, Staff Development, Building Relationships, Partnering, Delegation, Mediation, Creative Problem Solving, Conflict Management, Microsoft Office
Education
Mount Mercy College 1991 — 1995
Bachelor of Arts (B.A.), Psychology and Communications
Gap Inc. 1997 - Present
Transamerica February 1997 - August 1998
Indiana State University May 1996 - December 1996
Skills
Customer Experience, Business Acumen, Organizational..., Sales Management, Driving Results, Verbal and Written..., Keen Listener, Recruiting, Training, Coaching, Staff Development, Building Relationships, Partnering, Delegation, Mediation, Creative Problem Solving, Conflict Management, Microsoft Office
Education
Mount Mercy College 1991 — 1995
Bachelor of Arts (B.A.), Psychology and Communications
Glen Cole Jr., ALMI, ACS's Transamerica Experience January 2012 - Present
Job Administrative Trainer at Transamerica
Industry Financial Services
Experience
Transamerica January 2012 - Present
Transamerica May 2007 - January 2012
Transamerica May 2006 - May 2007
Transamerica March 2003 - May 2006
Skills
Presentations, Training, Document Management, Job Coaching, Microsoft Office, Operations Management, International Travel, Customer Satisfaction, Life Insurance, Fixed Annuities, Employee Management, Problem Solving, Project Management
Education
Mount Mercy College 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.5
Mount Mercy College 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.5
Transamerica January 2012 - Present
Transamerica May 2007 - January 2012
Transamerica May 2006 - May 2007
Transamerica March 2003 - May 2006
Skills
Presentations, Training, Document Management, Job Coaching, Microsoft Office, Operations Management, International Travel, Customer Satisfaction, Life Insurance, Fixed Annuities, Employee Management, Problem Solving, Project Management
Education
Mount Mercy College 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General, 3.5
Mount Mercy College 2011 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.5
Ricky Leal's Transamerica Experience February 2013 - August 2013
Job Student at Rio Hondo College
Industry Education Management
Experience
Southern California Material Handling November 2013 - February 2015
Transamerica February 2013 - August 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Leadership, Microsoft Word
Education
Rio Hondo College 2012 — 2017
Communication, General
Moreno Valley College 2010 — 2012
Business Administration and Management, General
Southern California Material Handling November 2013 - February 2015
Transamerica February 2013 - August 2013
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Leadership, Microsoft Word
Education
Rio Hondo College 2012 — 2017
Communication, General
Moreno Valley College 2010 — 2012
Business Administration and Management, General
Sarah Herdman's Transamerica Experience May 2015 - Present
Job Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
Transamerica May 2015 - Present
BRAVO BRIO Restaurant Group March 2014 - December 2014
GameStop September 2013 - March 2014
College of Mount St. Joseph August 2009 - May 2013
Boy Scouts of America 2013 - 2013
Skills
Organization, basic computer repair, Customer Service, Data Entry, Retail Sales, Phone Etiquette
Education
College of Mount St. Joseph 2008 — 2013
Bachelor of Arts (BA), General Studies
Transamerica May 2015 - Present
BRAVO BRIO Restaurant Group March 2014 - December 2014
GameStop September 2013 - March 2014
College of Mount St. Joseph August 2009 - May 2013
Boy Scouts of America 2013 - 2013
Skills
Organization, basic computer repair, Customer Service, Data Entry, Retail Sales, Phone Etiquette
Education
College of Mount St. Joseph 2008 — 2013
Bachelor of Arts (BA), General Studies
Doug Busness's Transamerica Experience October 2002 - Present
Job Intermediate State Filing Analyst at Transamerica
Industry Financial Services
Experience
Transamerica October 2002 - Present
Transamerica April 1999 - October 2002
Education
Mount Mercy University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting and Marketing
Transamerica October 2002 - Present
Transamerica April 1999 - October 2002
Education
Mount Mercy University 1990 — 1994
Bachelor of Business Administration (BBA), Accounting and Marketing
Rebecca Sanker's Transamerica Experience May 2015 - August 2015
Job Pension Specialist at Fidelity Investments
Industry Financial Services
Experience
Transamerica May 2015 - August 2015
Fidelity Investments March 2008 - March 2015
Fidelity Investments March 2008 - March 2015
Skills
Finance, Mutual Funds, 401k, Investments, Retirement, Financial Services
Education
Mount St. Joseph University 1999 — 2003
Mathematics, 96 semester hours completed
Transamerica May 2015 - August 2015
Fidelity Investments March 2008 - March 2015
Fidelity Investments March 2008 - March 2015
Skills
Finance, Mutual Funds, 401k, Investments, Retirement, Financial Services
Education
Mount St. Joseph University 1999 — 2003
Mathematics, 96 semester hours completed
Jean Carson's Transamerica Experience March 2000 - Present
Job Client Relationship Associate at Transamerica
Industry Financial Services
Experience
Transamerica March 2000 - Present
CRST International March 2011 - October 2011
Paetec Communications Inc February 2010 - March 2011
Skills
Investments, Sales, Leadership, Financial Analysis, Finance, Insurance, Marketing
Education
Mount Mercy University
Transamerica March 2000 - Present
CRST International March 2011 - October 2011
Paetec Communications Inc February 2010 - March 2011
Skills
Investments, Sales, Leadership, Financial Analysis, Finance, Insurance, Marketing
Education
Mount Mercy University
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO