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
Denise McMillan Denise McMillan's Transamerica Experience July 2013 - October 2014
Job CEO at EZ Income Tax and Resource Center
Industry Financial Services
Experience
EZ Income Tax and Resource Center September 2013 - Present
Alena Inc June 2010 - Present
Transamerica July 2013 - October 2014
Road Map Consulting, LLC May 2011 - November 2012
Stellar Management August 2009 - September 2010
FBI September 2005 - August 2009
FBI September 2005 - August 2009
Ferguson Publishing 2008 - 2009
Department of Homeland Security September 2002 - October 2005
Ferguson Investment Group June 2000 - September 2005
Education
Northern Virginia Community College 2004 — 2006
Business Management, Business
EZ Income Tax and Resource Center September 2013 - Present
Alena Inc June 2010 - Present
Transamerica July 2013 - October 2014
Road Map Consulting, LLC May 2011 - November 2012
Stellar Management August 2009 - September 2010
FBI September 2005 - August 2009
FBI September 2005 - August 2009
Ferguson Publishing 2008 - 2009
Department of Homeland Security September 2002 - October 2005
Ferguson Investment Group June 2000 - September 2005
Education
Northern Virginia Community College 2004 — 2006
Business Management, Business
Jennie Morgan Jennie Morgan's Transamerica Experience January 2015 - Present
Job Financial Advisor at Transamerica
Industry Management Consulting
Experience
Transamerica January 2015 - Present
Golden Edge Construction March 2014 - Present
Yogurtland February 2014 - October 2014
Skills
Financial Planning, Financial Services, Sales, Leadership, Customer Service, Financial Analysis, Business Development, Management, Financial Risk, Public Speaking, Microsoft Excel, Teamwork, Social Media, PowerPoint, Microsoft Office, Time Management, Microsoft Word, Social Networking, Event Planning, Research, Social Media Marketing, Finance, Team Leadership, Entrepreneurship
Education
Orange Coast College 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
California State University-Sacramento 2012 — 2013
Economics, Economics
Transamerica January 2015 - Present
Golden Edge Construction March 2014 - Present
Yogurtland February 2014 - October 2014
Skills
Financial Planning, Financial Services, Sales, Leadership, Customer Service, Financial Analysis, Business Development, Management, Financial Risk, Public Speaking, Microsoft Excel, Teamwork, Social Media, PowerPoint, Microsoft Office, Time Management, Microsoft Word, Social Networking, Event Planning, Research, Social Media Marketing, Finance, Team Leadership, Entrepreneurship
Education
Orange Coast College 2013 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
California State University-Sacramento 2012 — 2013
Economics, Economics
Mychal Wynn Mychal Wynn's Transamerica Experience July 1986 - December 1991
Job Author, College Planning Consultant, Educator
Industry Professional Training & Coaching
Experience
Foundation for Ensuring Access and Equity December 2006 - Present
Turner Chapel AME Church Education Ministry July 2006 - Present
Rising Sun Publishing July 1982 - November 2006
Transamerica July 1986 - December 1991
IBM August 1979 - July 1982
Arthur Andersen & Company August 1977 - July 1979
Skills
Public Speaking, Community Outreach, Program Development, Staff Development, Nonprofits, Career Counseling, Training, Leadership Development, Educational Leadership, Research, Curriculum Design, Leadership, Student Presentations, Parent Education, High School Students, Student Engagement, College Education..., Community Engagement, Scholarships, Faith-based, Community Partnership..., college p, Student Counseling, Parenting, Parenting Workshops, Teacher Training, Common Core State..., Teaching, Workshop Facilitation, Grant Writing, Adult Education
Education
Northeastern University
Foundation for Ensuring Access and Equity December 2006 - Present
Turner Chapel AME Church Education Ministry July 2006 - Present
Rising Sun Publishing July 1982 - November 2006
Transamerica July 1986 - December 1991
IBM August 1979 - July 1982
Arthur Andersen & Company August 1977 - July 1979
Skills
Public Speaking, Community Outreach, Program Development, Staff Development, Nonprofits, Career Counseling, Training, Leadership Development, Educational Leadership, Research, Curriculum Design, Leadership, Student Presentations, Parent Education, High School Students, Student Engagement, College Education..., Community Engagement, Scholarships, Faith-based, Community Partnership..., college p, Student Counseling, Parenting, Parenting Workshops, Teacher Training, Common Core State..., Teaching, Workshop Facilitation, Grant Writing, Adult Education
Education
Northeastern University
Ed Millington Ed Millington's Transamerica Experience 2000 - 2003
Job Regional Director, Michigan and Indiana at SEI
Industry Financial Services
Experience
SEI January 2015 - Present
SunAmerica Retirement Markets September 2013 - August 2014
MetLife Investors October 2003 - September 2013
Transamerica 2000 - 2003
Education
Olivet College 1992 — 1996
Bachelor's degree, Business Administration and Management, General
SEI January 2015 - Present
SunAmerica Retirement Markets September 2013 - August 2014
MetLife Investors October 2003 - September 2013
Transamerica 2000 - 2003
Education
Olivet College 1992 — 1996
Bachelor's degree, Business Administration and Management, General
Paul Heleski Paul Heleski's Transamerica Experience 2001 - 2002
Job Accounting/Finance
Industry Retail
Experience
American Greetings November 2014 - Present
Liberty Tax Service January 2015 - February 2015
Phixios April 2013 - March 2014
Walmart October 2013 - January 2014
JCPenney 2002 - September 2012
Transamerica 2001 - 2002
JCPenney Direct Marketing Services 1995 - 2001
Skills
Business Analysis, Corporate Actions, Corporate FP&A, Enterprise Valuation, Investment Management, Multi-channel Retail, Budgets, Mergers, Strategic Planning, Forecasting, Strategic Financial..., Finance, Business Process..., Access, Financial Analysis, Auditing, Mergers & Acquisitions, Cash Flow, Internal Controls, Analysis, PeopleSoft, Managerial Finance, Due Diligence, Business Planning, Variance Analysis, Management, Income Statement, Valuation, Pricing, Strategy, Sarbanes-Oxley Act, Investments, Financial Modeling, Financial Forecasting, Cash Management, Financial Reporting, Retail, Cost Accounting, Cash Flow Forecasting, Accounting, Internal Audit, Capital Budgeting, Project Planning, Profit, Sarbanes-Oxley, Financial Accounting, Executive Management, P&L Management, E-commerce, General Ledger
Education
Oakland University
BS, International Management
The University of Texas at Dallas - School of Management
MBA, Finance
American Greetings November 2014 - Present
Liberty Tax Service January 2015 - February 2015
Phixios April 2013 - March 2014
Walmart October 2013 - January 2014
JCPenney 2002 - September 2012
Transamerica 2001 - 2002
JCPenney Direct Marketing Services 1995 - 2001
Skills
Business Analysis, Corporate Actions, Corporate FP&A, Enterprise Valuation, Investment Management, Multi-channel Retail, Budgets, Mergers, Strategic Planning, Forecasting, Strategic Financial..., Finance, Business Process..., Access, Financial Analysis, Auditing, Mergers & Acquisitions, Cash Flow, Internal Controls, Analysis, PeopleSoft, Managerial Finance, Due Diligence, Business Planning, Variance Analysis, Management, Income Statement, Valuation, Pricing, Strategy, Sarbanes-Oxley Act, Investments, Financial Modeling, Financial Forecasting, Cash Management, Financial Reporting, Retail, Cost Accounting, Cash Flow Forecasting, Accounting, Internal Audit, Capital Budgeting, Project Planning, Profit, Sarbanes-Oxley, Financial Accounting, Executive Management, P&L Management, E-commerce, General Ledger
Education
Oakland University
BS, International Management
The University of Texas at Dallas - School of Management
MBA, Finance
Larry R Shields's Transamerica Experience June 1978 - March 1980
Job Flowserve FCD Western District Sales Manager
Industry Industrial Automation
Experience
Flowserve FCD Operations May 2000 - Present
Vernon Tool Company April 1996 - March 2000
Engineered Valve Products January 1991 - May 1995
Rockwell International Flow Control June 1985 - September 1993
Zidell Corporation June 1980 - August 1985
Transamerica June 1978 - March 1980
Skills
Business Development, Sales Management, Sales, New Business Development, Cross-functional Team..., Valves, Forecasting, Real Estate, Strategic Planning, Management, Account Management, Product Development, Contract Negotiation, Manufacturing, Key Account Management, Negotiation, B2B, Team Building, Leadership, Customer Service, Engineering
Education
Oregon State University 1974 — 1978
BS, Political Science
Lake Oswego High School 1970 — 1974
Flowserve FCD Operations May 2000 - Present
Vernon Tool Company April 1996 - March 2000
Engineered Valve Products January 1991 - May 1995
Rockwell International Flow Control June 1985 - September 1993
Zidell Corporation June 1980 - August 1985
Transamerica June 1978 - March 1980
Skills
Business Development, Sales Management, Sales, New Business Development, Cross-functional Team..., Valves, Forecasting, Real Estate, Strategic Planning, Management, Account Management, Product Development, Contract Negotiation, Manufacturing, Key Account Management, Negotiation, B2B, Team Building, Leadership, Customer Service, Engineering
Education
Oregon State University 1974 — 1978
BS, Political Science
Lake Oswego High School 1970 — 1974
Max F Tennies's Transamerica Experience 1982 - 1986
Job Real Estate Broker
Industry Real Estate
Experience
Assist-2-Sell - SC BUYERS AND SELLERS 1999 - Present
Tennies Brokers - Apartment Brokers of Southern California 1999 - Present
SGL Polycarbon 1996 - 1999
Computers For Tracts, Inc. 1992 - 1996
RE/MAX 1990 - 1992
Coldwell Banker 1988 - 1990
Transamerica 1982 - 1986
Skills
Commercial Real Estate, Investment Properties, Real Estate, Buyer Representation, Seller Representation, Property Management, Real Estate Brokerage..., Mulit-Family Property..., Residential Home Sales..., Luxury Home Specialist, Commercial Leasing, Office Leasing, Medical Office Leasing, Retail Leasing, Sub-Leasing, Selling, Listings, Buyers, Luxury, Property, Foreclosures, Investments, Residential Homes, Sales, Single Family Homes, ABR, Investors, Corporate Real Estate, REO, Sellers
Education
South Pasadena High School 1982
South Pasadena High School 1982
South Pasadena High School 1982
CCIM (Certified Commercial Investment Member) Candidate 2008 — 2009
GRI Designation 2002 — 2004
Microsoft Certified Professional 1998 — 1999
Information Systems Project Management Information Technology 1997 — 1998
Certification in a concentrated program of study in the field of professional management
California Real Estate Brokers License
BRE# 01008326
California Real Estate Salesperson License
Pasadena City College 1982 — 1984
Business, Finance
Assist-2-Sell - SC BUYERS AND SELLERS 1999 - Present
Tennies Brokers - Apartment Brokers of Southern California 1999 - Present
SGL Polycarbon 1996 - 1999
Computers For Tracts, Inc. 1992 - 1996
RE/MAX 1990 - 1992
Coldwell Banker 1988 - 1990
Transamerica 1982 - 1986
Skills
Commercial Real Estate, Investment Properties, Real Estate, Buyer Representation, Seller Representation, Property Management, Real Estate Brokerage..., Mulit-Family Property..., Residential Home Sales..., Luxury Home Specialist, Commercial Leasing, Office Leasing, Medical Office Leasing, Retail Leasing, Sub-Leasing, Selling, Listings, Buyers, Luxury, Property, Foreclosures, Investments, Residential Homes, Sales, Single Family Homes, ABR, Investors, Corporate Real Estate, REO, Sellers
Education
South Pasadena High School 1982
South Pasadena High School 1982
South Pasadena High School 1982
CCIM (Certified Commercial Investment Member) Candidate 2008 — 2009
GRI Designation 2002 — 2004
Microsoft Certified Professional 1998 — 1999
Information Systems Project Management Information Technology 1997 — 1998
Certification in a concentrated program of study in the field of professional management
California Real Estate Brokers License
BRE# 01008326
California Real Estate Salesperson License
Pasadena City College 1982 — 1984
Business, Finance
Keith Farnsworth Keith Farnsworth's Transamerica Experience January 2011 - Present
Job Sales & Marketing Management Professional
Industry Financial Services
Experience
Transamerica January 2011 - Present
RJR Insurance Services Inc./Senior Healthcare Consultants February 2007 - November 2010
Universal American 2005 - 2007
Bankers Life and Casualty Company 2004 - 2005
American Income Life Insurance Company 2002 - 2004
Cap Gemini Ernst & Young 1999 - 2002
Kindred Healthcare 1988 - 1999
KAF Corp. 1988 - 1999
Skills
Strategy, Leadership, Program Management, Healthcare, Insurance, Training, Strategic Planning, Marketing, Recruiting, Business Planning, Team Building, Sales, New Business Development, Health Insurance, Management, Medicare, Managed Care, Organizational..., Business Strategy, Project Management, Vendor Management, Long-term Care, Strategic Financial..., Employee Benefits, Public Speaking, Management Consulting, Start-ups, Mentoring, Process Improvement, Change Management, Consulting, Leadership Development, Marketing Strategy, Business Development, Coaching, Executive Management, Cross-functional Team..., Integration, Healthcare Industry, Sales Management, Sales Operations, Operations Management, Call Centers, Medicare Part D, CRM, Strategic Partnerships, Data Analysis, Financial Planning
Education
Oklahoma State University 1988 — 1992
Nursing Science
University of Oklahoma 1987 — 1989
Pre-Med
Transamerica January 2011 - Present
RJR Insurance Services Inc./Senior Healthcare Consultants February 2007 - November 2010
Universal American 2005 - 2007
Bankers Life and Casualty Company 2004 - 2005
American Income Life Insurance Company 2002 - 2004
Cap Gemini Ernst & Young 1999 - 2002
Kindred Healthcare 1988 - 1999
KAF Corp. 1988 - 1999
Skills
Strategy, Leadership, Program Management, Healthcare, Insurance, Training, Strategic Planning, Marketing, Recruiting, Business Planning, Team Building, Sales, New Business Development, Health Insurance, Management, Medicare, Managed Care, Organizational..., Business Strategy, Project Management, Vendor Management, Long-term Care, Strategic Financial..., Employee Benefits, Public Speaking, Management Consulting, Start-ups, Mentoring, Process Improvement, Change Management, Consulting, Leadership Development, Marketing Strategy, Business Development, Coaching, Executive Management, Cross-functional Team..., Integration, Healthcare Industry, Sales Management, Sales Operations, Operations Management, Call Centers, Medicare Part D, CRM, Strategic Partnerships, Data Analysis, Financial Planning
Education
Oklahoma State University 1988 — 1992
Nursing Science
University of Oklahoma 1987 — 1989
Pre-Med
Howard Handman Howard Handman's Transamerica Experience 2002 - 2004
Job Vice President at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance 2004 - Present
Transamerica 2002 - 2004
Barclays Business Credit 1988 - 2001
CIT 1980 - 1987
Skills
Commercial Lending, Financial Risk, Banking, Underwriting, Loans, Credit, Credit Analysis, Financial Reporting, Finance, Financial Analysis, Portfolio Management, Credit Risk, Risk Management, Commercial Banking, Financial Services
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
Wells Fargo Capital Finance 2004 - Present
Transamerica 2002 - 2004
Barclays Business Credit 1988 - 2001
CIT 1980 - 1987
Skills
Commercial Lending, Financial Risk, Banking, Underwriting, Loans, Credit, Credit Analysis, Financial Reporting, Finance, Financial Analysis, Portfolio Management, Credit Risk, Risk Management, Commercial Banking, Financial Services
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (BBA), Accounting
Renae Knight's Transamerica Experience January 2012 - Present
Job Independant Insurance Agent
Industry Insurance
Experience
MetLife April 2013 - Present
Transamerica January 2012 - Present
Illinois Mutual 2006 - Present
Aflac March 2003 - January 2012
Strothman's Farrier Service March 2003 - January 2007
Meriden Aviation 1999 - 2001
National Warplane Museum 1998 - 2000
Skills
Insurance, Health Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Whole Life, Employee Benefits, Permanent Life Insurance, Entrepreneurship, Team Building, General Aviation, Collectibles, Team Management, Lead Generation, Small Business, Online Business..., Sales, Key Person Insurance, Licensed Life & Health..., Accident Insurance, Sales Management, Management, Customer Service, Training
Education
Naugatuck Valley Community Technical College 1999 — 2001
AS, Aviation Science
Meriden Aviation 1998 — 2001
Commercial Pilot Certification, Aviation
Northwestern Connecticut Community College 1989 — 1991
Associate's degree, Criminal Justice/Police Science
Nonnewaugh High School 1985 — 1989
MetLife April 2013 - Present
Transamerica January 2012 - Present
Illinois Mutual 2006 - Present
Aflac March 2003 - January 2012
Strothman's Farrier Service March 2003 - January 2007
Meriden Aviation 1999 - 2001
National Warplane Museum 1998 - 2000
Skills
Insurance, Health Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Whole Life, Employee Benefits, Permanent Life Insurance, Entrepreneurship, Team Building, General Aviation, Collectibles, Team Management, Lead Generation, Small Business, Online Business..., Sales, Key Person Insurance, Licensed Life & Health..., Accident Insurance, Sales Management, Management, Customer Service, Training
Education
Naugatuck Valley Community Technical College 1999 — 2001
AS, Aviation Science
Meriden Aviation 1998 — 2001
Commercial Pilot Certification, Aviation
Northwestern Connecticut Community College 1989 — 1991
Associate's degree, Criminal Justice/Police Science
Nonnewaugh High School 1985 — 1989
Dee Broderick's Transamerica Experience August 2005 - June 2007
Job Account Manager/MetLife
Industry Financial Services
Experience
MetLife November 2011 - Present
American Century Investments February 2011 - November 2011
Transamerica Insurance and Investment Group (Aegon USA) June 2000 - November 2010
Transamerica August 2005 - June 2007
Business Mens Assurance 1976 - 2000
Skills
Insurance, Life Insurance, Management, Process Improvement, Sales, Fixed Annuities, Term Life Insurance, Disability Insurance, Underwriting, Retirement Planning, Account Management, Recruiting, Sales Management, Training, Employee Benefits, Financial Services, Marketing, Human Resources, Series 6, New Business Development, Risk Management
Education
Park University 1998 — 2000
Business Administration, Human Resources/Business Management
MetLife November 2011 - Present
American Century Investments February 2011 - November 2011
Transamerica Insurance and Investment Group (Aegon USA) June 2000 - November 2010
Transamerica August 2005 - June 2007
Business Mens Assurance 1976 - 2000
Skills
Insurance, Life Insurance, Management, Process Improvement, Sales, Fixed Annuities, Term Life Insurance, Disability Insurance, Underwriting, Retirement Planning, Account Management, Recruiting, Sales Management, Training, Employee Benefits, Financial Services, Marketing, Human Resources, Series 6, New Business Development, Risk Management
Education
Park University 1998 — 2000
Business Administration, Human Resources/Business Management
James Lubin's Transamerica Experience July 2014 - September 2014
Job Student at Northeastern University
Industry Marketing and Advertising
Experience
Transamerica July 2014 - September 2014
Education
Northeastern University 2013 — 2018
Business, Management, Marketing, and Related Support Services, Middler (3rd Year)
Transamerica July 2014 - September 2014
Education
Northeastern University 2013 — 2018
Business, Management, Marketing, and Related Support Services, Middler (3rd Year)
Cheryl Koenig, CRPC Cheryl Koenig, CRPC's Transamerica Experience April 2013 - Present
Job Retirement Plan Consultant at Transamerica
Industry Financial Services
Experience
Transamerica April 2013 - Present
Van Kampen Investments 1999 - 2004
Van Kampen Funds 1998 - 1999
Security First Group 1996 - 1998
Skills
Mutual Funds, Series 7, Series 63, Licensed Life Insurance..., Variable Annuities, ETFs, Unit Investment Trusts, 403b, Retirement Planning, Securities, Wealth Management
Education
Northern Illinois University 1993 — 1996
Business, Finance
Transamerica April 2013 - Present
Van Kampen Investments 1999 - 2004
Van Kampen Funds 1998 - 1999
Security First Group 1996 - 1998
Skills
Mutual Funds, Series 7, Series 63, Licensed Life Insurance..., Variable Annuities, ETFs, Unit Investment Trusts, 403b, Retirement Planning, Securities, Wealth Management
Education
Northern Illinois University 1993 — 1996
Business, Finance
Larry Riibe's Transamerica Experience April 2007 - June 2009
Job Franchise Owner at Complete Nutrition
Industry Health, Wellness and Fitness
Experience
Complete Nutrition March 2015 - Present
Complete Nutrition December 2010 - March 2015
Complete Nutrition April 2010 - December 2010
Complete Nutrition June 2009 - April 2010
Transamerica April 2007 - June 2009
Fiserv January 2008 - January 2009
Wells Fargo January 2006 - January 2008
OfficeMax December 2004 - December 2005
Skills
Leadership, New Business Development, Entrepreneurship, Sales Management, Sales Operations, Sales Process, Leadership Development, Organizational..., Team Building, Team Leadership, Team Management, Visionary, Creativity, Creative Solutions, Selling, Time Management, Business Development, Customer Service, Retail, Sales, Coaching, Training, Strategic Planning, Human Resources, Recruiting, Staff Development, Operations Management, Strategy, Sales Presentations, Performance Management, Consulting, Marketing, Direct Sales, Business Planning, Business Strategy, Inventory Management, Hiring, Brand Development
Education
Northwest Iowa Community College 2003 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
University of Sioux Falls
Business Management
Complete Nutrition March 2015 - Present
Complete Nutrition December 2010 - March 2015
Complete Nutrition April 2010 - December 2010
Complete Nutrition June 2009 - April 2010
Transamerica April 2007 - June 2009
Fiserv January 2008 - January 2009
Wells Fargo January 2006 - January 2008
OfficeMax December 2004 - December 2005
Skills
Leadership, New Business Development, Entrepreneurship, Sales Management, Sales Operations, Sales Process, Leadership Development, Organizational..., Team Building, Team Leadership, Team Management, Visionary, Creativity, Creative Solutions, Selling, Time Management, Business Development, Customer Service, Retail, Sales, Coaching, Training, Strategic Planning, Human Resources, Recruiting, Staff Development, Operations Management, Strategy, Sales Presentations, Performance Management, Consulting, Marketing, Direct Sales, Business Planning, Business Strategy, Inventory Management, Hiring, Brand Development
Education
Northwest Iowa Community College 2003 — 2005
Associate of Arts (A.A.), Business Administration and Management, General
University of Sioux Falls
Business Management
Luke Hofmeyer Luke Hofmeyer's Transamerica Experience July 2010 - October 2012
Job CPA at The Seigel Group, LLC
Industry Accounting
Experience
The Seigel Group, LLC October 2012 - Present
Transamerica July 2010 - October 2012
Thomas Rubey & Associates September 2009 - June 2010
Skills
Accounting, Essbase, Microsoft Office, GAAP, IFRS, Excel, Financial Reporting, Statutory Reporting, Forecasting, Hyperion, Oracle
Education
Northwestern College 2006 — 2010
BA Business Administration/Finance & Economics, Accounting Minor
The Seigel Group, LLC October 2012 - Present
Transamerica July 2010 - October 2012
Thomas Rubey & Associates September 2009 - June 2010
Skills
Accounting, Essbase, Microsoft Office, GAAP, IFRS, Excel, Financial Reporting, Statutory Reporting, Forecasting, Hyperion, Oracle
Education
Northwestern College 2006 — 2010
BA Business Administration/Finance & Economics, Accounting Minor
Monica Lee Copeland Monica Lee Copeland's Transamerica Experience September 2000 - September 2002
Job Empowering Financial Institutions to Help Clients Plan to Live the Life They Want
Industry Financial Services
Experience
Clarke Financial Group 2014 - Present
MLC & Company January 2004 - June 2014
Transamerica September 2000 - September 2002
Skills
Financial Services, Social Media Marketing, Marketing Strategy, Marketing Communications, SEO Copywriting, Fixed Annuities, Long Term Care Insurance, Life Insurance, Special Events..., Special Events..., Public Speaking, Branding & Identity, Presentation Development, Sales Presentations, New Business Development, B2B Marketing Strategy, Web Content Management, Web Project Management, Press Releases, Press Conferences
Education
Vermont College of Fine Arts 2012 — 2014
Master of Fine Arts (MFA), Creative Writing
Northwestern University 1985 — 1989
Bachelor of Arts (BA), History and Political Science
Clarke Financial Group 2014 - Present
MLC & Company January 2004 - June 2014
Transamerica September 2000 - September 2002
Skills
Financial Services, Social Media Marketing, Marketing Strategy, Marketing Communications, SEO Copywriting, Fixed Annuities, Long Term Care Insurance, Life Insurance, Special Events..., Special Events..., Public Speaking, Branding & Identity, Presentation Development, Sales Presentations, New Business Development, B2B Marketing Strategy, Web Content Management, Web Project Management, Press Releases, Press Conferences
Education
Vermont College of Fine Arts 2012 — 2014
Master of Fine Arts (MFA), Creative Writing
Northwestern University 1985 — 1989
Bachelor of Arts (BA), History and Political Science
Steve Goebbert Steve Goebbert's Transamerica Experience December 1992 - May 1994
Job Business Development and Sales Enablement at Zurich North America
Industry Professional Training & Coaching
Experience
Zurich North America August 2015 - Present
Walgreens Boots Alliance November 2013 - July 2015
Walgreens July 2011 - November 2013
Walgreens November 2004 - July 2011
Hudson July 2000 - November 2004
Kraft Foods July 2000 - November 2004
Mercury Insurance July 1994 - July 2000
First Investors May 1994 - July 1994
Transamerica December 1992 - May 1994
Skills
Learning, Website Development, Leadership Development, Salesforce.com, Blackboard, Sales Support, Usability, Instructional Design, E-learning Development, Learning Management, Web Development, Employee Engagement, Social Media, E-Learning, Project Management, Microsoft Office, Cornerstone, Sales Enablement, Training, Organizational..., Human Resources, Employee Training, Management, Performance Management, Sales Operations, Dreamweaver, Learning Management..., Needs Analysis, Selling Skills, Instructor-led Training, Captivate, Training Delivery, Sales, ADDIE, Blended Learning, Onboarding, Workshop Facilitation, Succession Planning, Talent Management, Performance Improvement, Career Development, HRIS, Organizational..., Hands-on Training
Education
Northern Illinois University - College of Business 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Harry D. Jacobs High School
Zurich North America August 2015 - Present
Walgreens Boots Alliance November 2013 - July 2015
Walgreens July 2011 - November 2013
Walgreens November 2004 - July 2011
Hudson July 2000 - November 2004
Kraft Foods July 2000 - November 2004
Mercury Insurance July 1994 - July 2000
First Investors May 1994 - July 1994
Transamerica December 1992 - May 1994
Skills
Learning, Website Development, Leadership Development, Salesforce.com, Blackboard, Sales Support, Usability, Instructional Design, E-learning Development, Learning Management, Web Development, Employee Engagement, Social Media, E-Learning, Project Management, Microsoft Office, Cornerstone, Sales Enablement, Training, Organizational..., Human Resources, Employee Training, Management, Performance Management, Sales Operations, Dreamweaver, Learning Management..., Needs Analysis, Selling Skills, Instructor-led Training, Captivate, Training Delivery, Sales, ADDIE, Blended Learning, Onboarding, Workshop Facilitation, Succession Planning, Talent Management, Performance Improvement, Career Development, HRIS, Organizational..., Hands-on Training
Education
Northern Illinois University - College of Business 1988 — 1992
Bachelor of Science (B.S.), Finance, General
Harry D. Jacobs High School
Glenn Melcher's Transamerica Experience July 2014 - Present
Job Main Street America Group, Travelers, Transamerica
Industry Insurance
Experience
Transamerica July 2014 - Present
The Main Street America Group November 2011 - Present
Kemper Corporation November 2011 - Present
AAA Minneapolis November 2011 - Present
Progressive Insurance November 2011 - Present
Travelers September 2011 - Present
Colonial Life 2010 - Present
Safeco Insurance November 2008 - Present
Illinois Mutual 2007 - Present
Time Horizons LLC April 2004 - Present
Skills
Insurance, Disability Insurance, Employee Benefits, New Business Development, Management, Customer Service, Retirement Planning, Finance, Sales Management, Marketing, Retirement, Team Building, Strategic Planning, Property & Casualty..., Small Business, Health Insurance, Commercial Insurance, Investments, Entrepreneurship, Negotiation, Term Life Insurance, Risk Management, Strategic Partnerships, Asset Allocation, Brokers, Accident, Training, Critical Thinking, Business Insights, Financial Planners, Long Term Care Insurance, Medicare, Fixed Annuities, IRAs, 401k, Universal Life, Critical Illness, Mutual Funds, Consultative Selling, Strategic Financial..., Estate Planning, Market Insight, Problem Solving, Suitability Analysis, Strategic Insight, Wealth Transfer, Suitability, General Insurance, Financial Planning, Leadership
Education
University of Pennsylvania - The Wharton School 2009 — 2015
Pending CEBS, Certified Employee Benefit Specialist
University of Saint Thomas 2009 — 2009
MINI MBA, School of Business
Northern State University 1982 — 1987
BS, Business, Management & Marketing
Aberdeen Central 1979 — 1982
Diploma
Transamerica July 2014 - Present
The Main Street America Group November 2011 - Present
Kemper Corporation November 2011 - Present
AAA Minneapolis November 2011 - Present
Progressive Insurance November 2011 - Present
Travelers September 2011 - Present
Colonial Life 2010 - Present
Safeco Insurance November 2008 - Present
Illinois Mutual 2007 - Present
Time Horizons LLC April 2004 - Present
Skills
Insurance, Disability Insurance, Employee Benefits, New Business Development, Management, Customer Service, Retirement Planning, Finance, Sales Management, Marketing, Retirement, Team Building, Strategic Planning, Property & Casualty..., Small Business, Health Insurance, Commercial Insurance, Investments, Entrepreneurship, Negotiation, Term Life Insurance, Risk Management, Strategic Partnerships, Asset Allocation, Brokers, Accident, Training, Critical Thinking, Business Insights, Financial Planners, Long Term Care Insurance, Medicare, Fixed Annuities, IRAs, 401k, Universal Life, Critical Illness, Mutual Funds, Consultative Selling, Strategic Financial..., Estate Planning, Market Insight, Problem Solving, Suitability Analysis, Strategic Insight, Wealth Transfer, Suitability, General Insurance, Financial Planning, Leadership
Education
University of Pennsylvania - The Wharton School 2009 — 2015
Pending CEBS, Certified Employee Benefit Specialist
University of Saint Thomas 2009 — 2009
MINI MBA, School of Business
Northern State University 1982 — 1987
BS, Business, Management & Marketing
Aberdeen Central 1979 — 1982
Diploma
Audrey McDonald's Transamerica Experience July 2015 - Present
Job Life Insurance Representative Transamerica Premier Life
Industry Insurance
Experience
Transamerica July 2015 - Present
Connextions July 2013 - July 2015
APAC Customer Services November 2009 - July 2013
Excell Group October 1996 - September 2011
Pan Am Brands February 1981 - March 1996
Skills
Medicaid, Medicare, Insurance, Managed Care, Health Insurance, Medicare Part D, Provider Relations, HMO, Network Development, HIPAA
Education
Florida Department of Financial Services 2003 — 2004
State Certified, Life-Health-Annuity, Professional License
Nova Southeastern University 1991 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General
Florida Eastern State College 1973 — 1975
Associate of Science (AS), Business Administration and Management, General
Transamerica July 2015 - Present
Connextions July 2013 - July 2015
APAC Customer Services November 2009 - July 2013
Excell Group October 1996 - September 2011
Pan Am Brands February 1981 - March 1996
Skills
Medicaid, Medicare, Insurance, Managed Care, Health Insurance, Medicare Part D, Provider Relations, HMO, Network Development, HIPAA
Education
Florida Department of Financial Services 2003 — 2004
State Certified, Life-Health-Annuity, Professional License
Nova Southeastern University 1991 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General
Florida Eastern State College 1973 — 1975
Associate of Science (AS), Business Administration and Management, General
Whallen Sharon's Transamerica Experience Project ManagerTransamerica2011 - 2014
Job
Industry
Experience
Transamerica Project ManagerTransamerica2011 - 2014
Skills
SDLC, Business Analysis, Process Improvement, Risk Management, Vendor Management, Visio, Project Management, Project Portfolio..., PMP, Insurance, Program Management, Financial Services, Requirements Gathering, Requirements Analysis, Business Process..., PMO, Access, Analysis, Software Project..., Management
Education
Ottawa University-Jeffersonville 2012 — 2013
Bachelor's degree, Business Administration and Management, General
Transamerica Project ManagerTransamerica2011 - 2014
Skills
SDLC, Business Analysis, Process Improvement, Risk Management, Vendor Management, Visio, Project Management, Project Portfolio..., PMP, Insurance, Program Management, Financial Services, Requirements Gathering, Requirements Analysis, Business Process..., PMO, Access, Analysis, Software Project..., Management
Education
Ottawa University-Jeffersonville 2012 — 2013
Bachelor's degree, Business Administration and Management, General
John Ord John Ord's Transamerica Experience April 2011 - October 2012
Job One Stop at Kirkwood Community College
Industry Mining & Metals
Experience
Kirkwood Community College February 2013 - Present
Kirkwood Community College February 2013 - Present
Transamerica April 2011 - October 2012
Skills
Management, PowerPoint, Leadership, Training, Strategic Planning, Negotiation, Project Management, Research, Inventory Management, Construction, Project Planning, Business Strategy, Process Improvement, Change Management, Microsoft Office, Public Speaking
Education
Norwich University 2012 — 2014
Master's Degree, Military History
Iowa State University 1997 — 2003
Bachelor's degree, History
Kirkwood Community College February 2013 - Present
Kirkwood Community College February 2013 - Present
Transamerica April 2011 - October 2012
Skills
Management, PowerPoint, Leadership, Training, Strategic Planning, Negotiation, Project Management, Research, Inventory Management, Construction, Project Planning, Business Strategy, Process Improvement, Change Management, Microsoft Office, Public Speaking
Education
Norwich University 2012 — 2014
Master's Degree, Military History
Iowa State University 1997 — 2003
Bachelor's degree, History
Hulya Egin's Transamerica Experience March 2014 - November 2014
Job Insurance and Financial Advisor
Industry Insurance
Experience
Transamerica March 2014 - November 2014
Skills
Retirement Planning, Employee Benefits, Long Term Care Insurance, Life Insurance, Estate Planning, Retail, Marketing, Marketing Strategy, Customer Service, Marketing Communications, Email Marketing, Online Advertising, Digital Marketing, Account Management, Sales, New Business Development, Sales Management, Retirement
Education
Northern Illinois University
Bachelor's degree, Communication and Media Studies
Transamerica March 2014 - November 2014
Skills
Retirement Planning, Employee Benefits, Long Term Care Insurance, Life Insurance, Estate Planning, Retail, Marketing, Marketing Strategy, Customer Service, Marketing Communications, Email Marketing, Online Advertising, Digital Marketing, Account Management, Sales, New Business Development, Sales Management, Retirement
Education
Northern Illinois University
Bachelor's degree, Communication and Media Studies
Mitchell Evenson Mitchell Evenson's Transamerica Experience July 1982 - October 1985
Job Sr. Solutions Engineer at Lowe's Companies, Inc.
Industry Retail
Experience
Lowe's Home Improvement August 2010 - Present
Computer Consultants of America, Inc. April 2009 - July 2010
JDM Systems Consultants April 2007 - December 2008
Ford Motor Company 2004 - 2007
Ford Motor Company 1991 - 2004
American Express April 1990 - April 1991
Ford Motor Company May 1987 - April 1990
American Express October 1985 - May 1987
Transamerica July 1982 - October 1985
Skills
SDLC, Business Analysis, PMP, Integration, Testing, Business Intelligence, Requirements Gathering, Team Leadership, Project Management, SAP, PMO, Requirements Analysis, Enterprise Architecture, IT Management, Databases, Leadership, Vendor Management, Business Process, Visio, IT Strategy, Business Process..., Software Project..., Project Planning, SharePoint, Process Improvement, Analysis
Education
Northern Arizona University 1978 — 1982
BSBA, Data Processing/Information Systems
Lowe's Home Improvement August 2010 - Present
Computer Consultants of America, Inc. April 2009 - July 2010
JDM Systems Consultants April 2007 - December 2008
Ford Motor Company 2004 - 2007
Ford Motor Company 1991 - 2004
American Express April 1990 - April 1991
Ford Motor Company May 1987 - April 1990
American Express October 1985 - May 1987
Transamerica July 1982 - October 1985
Skills
SDLC, Business Analysis, PMP, Integration, Testing, Business Intelligence, Requirements Gathering, Team Leadership, Project Management, SAP, PMO, Requirements Analysis, Enterprise Architecture, IT Management, Databases, Leadership, Vendor Management, Business Process, Visio, IT Strategy, Business Process..., Software Project..., Project Planning, SharePoint, Process Improvement, Analysis
Education
Northern Arizona University 1978 — 1982
BSBA, Data Processing/Information Systems
Dorothy Whitmore Dorothy Whitmore's Transamerica Experience April 1992 - November 1997
Job Retail Operations at Microsoft
Industry Outsourcing/Offshoring
Experience
Microsoft April 2012 - Present
Aon Hewitt 1997 - 2011
Transamerica April 1992 - November 1997
Skills
Windows 7, Microsoft Office, Lotus Notes, Lotus Domino..., Novell Netware, Outlook, Outlook Express, Mac OS X, Technical Support, Administrative..., Executive Support, Desktop Computers, Desktop Deployment, Remote Desktop, Remedy AR System, Proofreading, Call Center, Customer Service, Facilitators
Education
Northwest Louisiana Technical College
Northwestern State University
Microsoft April 2012 - Present
Aon Hewitt 1997 - 2011
Transamerica April 1992 - November 1997
Skills
Windows 7, Microsoft Office, Lotus Notes, Lotus Domino..., Novell Netware, Outlook, Outlook Express, Mac OS X, Technical Support, Administrative..., Executive Support, Desktop Computers, Desktop Deployment, Remote Desktop, Remedy AR System, Proofreading, Call Center, Customer Service, Facilitators
Education
Northwest Louisiana Technical College
Northwestern State University
Traci Brainard's Transamerica Experience May 1994 - August 2001
Job Project Manager at Hospira
Industry Pharmaceuticals
Experience
Model N February 2015 - Present
Allstate September 2012 - February 2015
Hospira November 2006 - September 2012
Citi Group September 2001 - November 2005
Transamerica May 1994 - August 2001
Skills
Quality Assurance, SDLC, PMO, PMP, Vendor Management, Visio, Process Improvement, Cross-functional Team..., Software Project..., MS Project, Project Management, Six Sigma, Software Documentation, Sybase, Risk Management
Education
Northern Illinois University 1990 — 1994
BS - Corporate Communications
Model N February 2015 - Present
Allstate September 2012 - February 2015
Hospira November 2006 - September 2012
Citi Group September 2001 - November 2005
Transamerica May 1994 - August 2001
Skills
Quality Assurance, SDLC, PMO, PMP, Vendor Management, Visio, Process Improvement, Cross-functional Team..., Software Project..., MS Project, Project Management, Six Sigma, Software Documentation, Sybase, Risk Management
Education
Northern Illinois University 1990 — 1994
BS - Corporate Communications
Katie Bures Katie Bures's Transamerica Experience February 2015 - Present
Job Internal Sales Director at Transamerica Life & Protection
Industry Financial Services
Experience
Transamerica February 2015 - Present
Transamerica June 2014 - February 2015
Linn Mar Community Schools August 2012 - February 2015
Transamerica September 2013 - June 2014
Transamerica June 2009 - September 2013
MetLife March 2006 - June 2009
Skills
Client Liaison, Achieving Results, Sales, Sales Presentations, Project Management, Product Marketing, Building Relationships
Education
University of Iowa 2002 — 2005
Bachelor of Arts (B.A.), Health and Sport Studies
Northern Illinois University 2001 — 2002
Biology, General
Transamerica February 2015 - Present
Transamerica June 2014 - February 2015
Linn Mar Community Schools August 2012 - February 2015
Transamerica September 2013 - June 2014
Transamerica June 2009 - September 2013
MetLife March 2006 - June 2009
Skills
Client Liaison, Achieving Results, Sales, Sales Presentations, Project Management, Product Marketing, Building Relationships
Education
University of Iowa 2002 — 2005
Bachelor of Arts (B.A.), Health and Sport Studies
Northern Illinois University 2001 — 2002
Biology, General
Kelcie Pietschman Kelcie Pietschman's Transamerica Experience August 2013 - Present
Job Marketing Coordinator at Transamerica
Industry Marketing and Advertising
Experience
Transamerica August 2013 - Present
Overdrive Media May 2012 - May 2013
Northern Arizona University Ad Club May 2012 - May 2013
Northern Arizona University Ad Club January 2012 - May 2012
Cline Library Northern Arizona University February 2010 - May 2012
Skills
Advertising, Social Media Marketing, Social Media, Integrated Marketing, Marketing Communications, Facebook, Media Planning, Online Advertising, Digital Marketing, Email Marketing, Creative Strategy, Public Relations, Media Buying, Copywriting, Marketing, Brand Development, Press Releases, Microsoft Office, Event Planning, Marketing Strategy, Social Networking, Event Management, Photoshop
Education
Northern Arizona University 2009 — 2013
Bachelor of Science (BS), Advertising and Sociology, with a minor in Environmental Sustainability
Transamerica August 2013 - Present
Overdrive Media May 2012 - May 2013
Northern Arizona University Ad Club May 2012 - May 2013
Northern Arizona University Ad Club January 2012 - May 2012
Cline Library Northern Arizona University February 2010 - May 2012
Skills
Advertising, Social Media Marketing, Social Media, Integrated Marketing, Marketing Communications, Facebook, Media Planning, Online Advertising, Digital Marketing, Email Marketing, Creative Strategy, Public Relations, Media Buying, Copywriting, Marketing, Brand Development, Press Releases, Microsoft Office, Event Planning, Marketing Strategy, Social Networking, Event Management, Photoshop
Education
Northern Arizona University 2009 — 2013
Bachelor of Science (BS), Advertising and Sociology, with a minor in Environmental Sustainability
Joe High's Transamerica Experience September 1984 - January 1996
Job
Industry Professional Training & Coaching
Experience
Computer Training International, Inc. (CTI) March 2012 - July 2013
4th Quarter Financial Coach May 2007 - October 2011
Edward Jones July 2000 - May 2007
Shelter Mortgage 1998 - 2000
Transamerica September 1984 - January 1996
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Asset Managment, Training, Small Business, Wealth Management, Entrepreneurship, Long Term Care Insurance, Coaching, Life Insurance, Mentoring, Marketing, Investments, Asset Allocation, Leadership, Management, Strategy, Business Development, Asset Management, Start-ups, Public Speaking, Financial Services, Project Planning, Business, Employee Training, Leadership Development, Risk Management, Portfolio Management, Executive Management, Loans, Succession Planning, CRM, Cold Calling, Sales, Interviews, Program Management, Recruiting, New Business Development, Team Building, Analysis, Mortgage Lending, Consulting, Organizational..., Social Networking, Employee Benefits, Social Media Marketing, Email Marketing, Executive Coaching, Insurance
Education
Northwest Missouri State University 1974 — 1978
B. S. in Education, Psychology
Park Hill High School
Diploma
Computer Training International, Inc. (CTI) March 2012 - July 2013
4th Quarter Financial Coach May 2007 - October 2011
Edward Jones July 2000 - May 2007
Shelter Mortgage 1998 - 2000
Transamerica September 1984 - January 1996
Skills
Estate Planning, Strategic Financial..., Retirement Planning, Asset Managment, Training, Small Business, Wealth Management, Entrepreneurship, Long Term Care Insurance, Coaching, Life Insurance, Mentoring, Marketing, Investments, Asset Allocation, Leadership, Management, Strategy, Business Development, Asset Management, Start-ups, Public Speaking, Financial Services, Project Planning, Business, Employee Training, Leadership Development, Risk Management, Portfolio Management, Executive Management, Loans, Succession Planning, CRM, Cold Calling, Sales, Interviews, Program Management, Recruiting, New Business Development, Team Building, Analysis, Mortgage Lending, Consulting, Organizational..., Social Networking, Employee Benefits, Social Media Marketing, Email Marketing, Executive Coaching, Insurance
Education
Northwest Missouri State University 1974 — 1978
B. S. in Education, Psychology
Park Hill High School
Diploma
Dorothy Chin's Transamerica Experience May 2000 - April 2001
Job Senior Accountant at RMCB/AMCA
Industry Consumer Services
Experience
RMCB/AMCA May 2001 - Present
Transamerica May 2000 - April 2001
AIG July 1995 - April 2000
Anthony Princisvalle, CPA August 1993 - July 1995
Radar Financial Limited Partnership May 1990 - July 1991
Haft and Gluckman, CPA January 1988 - April 1990
Skills
Senior Accounting, Internal Controls, Process Improvements, Audit Support, Advance Excel, Access, Financial Reporting, Team Leadership, Project Management, ADP ezLaborManager, ADP PayExpert, Accounts Payable, Accounts Receivable, Month End Close, Year-end Close, Journal Entries, Reconciliations, Lotus Notes, Peachtree, QuickBooks, Microsoft Excel, Account Reconciliation, Accounting, Bank Reconciliation, Payroll, Auditing, Process Improvement, General Ledger
Education
Pace University - Lubin School of Business 1983 — 1987
Bachelor of Business Administration (BBA), Accounting, 3.0
RMCB/AMCA May 2001 - Present
Transamerica May 2000 - April 2001
AIG July 1995 - April 2000
Anthony Princisvalle, CPA August 1993 - July 1995
Radar Financial Limited Partnership May 1990 - July 1991
Haft and Gluckman, CPA January 1988 - April 1990
Skills
Senior Accounting, Internal Controls, Process Improvements, Audit Support, Advance Excel, Access, Financial Reporting, Team Leadership, Project Management, ADP ezLaborManager, ADP PayExpert, Accounts Payable, Accounts Receivable, Month End Close, Year-end Close, Journal Entries, Reconciliations, Lotus Notes, Peachtree, QuickBooks, Microsoft Excel, Account Reconciliation, Accounting, Bank Reconciliation, Payroll, Auditing, Process Improvement, General Ledger
Education
Pace University - Lubin School of Business 1983 — 1987
Bachelor of Business Administration (BBA), Accounting, 3.0
Virginia Craig's Transamerica Experience September 1997 - September 2011
Job Senior Vice President Life Underwriting / New Business.
Industry Insurance
Experience
Global Atlantic Financial Group Limited January 2015 - Present
Global Atlantic October 2013 - Present
Aviva Life Insurance Company September 2011 - October 2013
Transamerica September 1997 - September 2011
Skills
Underwriting, Insurance, Risk Management, Process Improvement, Employee Benefits
Education
Northwest Missouri State University
Bachelor's degree, Psychology
Global Atlantic Financial Group Limited January 2015 - Present
Global Atlantic October 2013 - Present
Aviva Life Insurance Company September 2011 - October 2013
Transamerica September 1997 - September 2011
Skills
Underwriting, Insurance, Risk Management, Process Improvement, Employee Benefits
Education
Northwest Missouri State University
Bachelor's degree, Psychology
Tara Paga (MBA) Tara Paga (MBA)'s Transamerica Experience April 2003 - June 2011
Job Manager Consulting at ValuD
Industry Information Technology and Services
Experience
ValuD Consulting LLC August 2014 - Present
Chevron June 2011 - August 2014
Transamerica April 2003 - June 2011
TEKsystems April 2001 - April 2003
Computech Corporation July 2000 - March 2001
Sears, Roebuck and Co. June 1998 - June 2000
Skills
Production Support, SDLC, Requirements Analysis, Stored Procedures, Microsoft SQL Server, Tririga, Training, Program Management, Databases, Testing
Education
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (M.B.A.), MBA
Osmania University 1990 — 1993
B.Com (Hons), Management and Commerce
ValuD Consulting LLC August 2014 - Present
Chevron June 2011 - August 2014
Transamerica April 2003 - June 2011
TEKsystems April 2001 - April 2003
Computech Corporation July 2000 - March 2001
Sears, Roebuck and Co. June 1998 - June 2000
Skills
Production Support, SDLC, Requirements Analysis, Stored Procedures, Microsoft SQL Server, Tririga, Training, Program Management, Databases, Testing
Education
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (M.B.A.), MBA
Osmania University 1990 — 1993
B.Com (Hons), Management and Commerce
Philip Seemann's Transamerica Experience March 2002 - June 2007
Job Integration Architect at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation August 2013 - Present
Cerner Corporation July 2007 - August 2013
Transamerica March 2002 - June 2007
Skills
Healthcare Information..., Agile Methodologies, Testing, Integration, Business Requirements, SDLC, Visio, Requirements Gathering, SQL, Software Documentation, Business Analysis, SharePoint, Cerner, Process Improvement
Education
Northwest Missouri State University 1997 — 2001
BS, Computer Science
Cerner Corporation August 2013 - Present
Cerner Corporation July 2007 - August 2013
Transamerica March 2002 - June 2007
Skills
Healthcare Information..., Agile Methodologies, Testing, Integration, Business Requirements, SDLC, Visio, Requirements Gathering, SQL, Software Documentation, Business Analysis, SharePoint, Cerner, Process Improvement
Education
Northwest Missouri State University 1997 — 2001
BS, Computer Science
Keely Payton Drever, CMP's Transamerica Experience February 2006 - November 2011
Job Owner The Meeting Boutique
Industry Events Services
Experience
The Meeting Boutique November 2011 - Present
Transamerica February 2006 - November 2011
Jobson Publishing July 2002 - February 2006
Slopeside Grill June 2000 - April 2002
Paddler Magazine July 1998 - June 2000
Steamboat Springs Chamber Resort Association July 1997 - June 1998
Skills
Marketing Communications, Email Marketing, Marketing Strategy, Social Media Marketing, Marketing, Meeting Planning, Budgets, Certified Meeting..., Program Management, Time Management, Project Planning, Event Management, Trade Shows
Education
Ohio University 1990 — 1994
BS, Communication
The Meeting Boutique November 2011 - Present
Transamerica February 2006 - November 2011
Jobson Publishing July 2002 - February 2006
Slopeside Grill June 2000 - April 2002
Paddler Magazine July 1998 - June 2000
Steamboat Springs Chamber Resort Association July 1997 - June 1998
Skills
Marketing Communications, Email Marketing, Marketing Strategy, Social Media Marketing, Marketing, Meeting Planning, Budgets, Certified Meeting..., Program Management, Time Management, Project Planning, Event Management, Trade Shows
Education
Ohio University 1990 — 1994
BS, Communication
David Lowe's Transamerica Experience February 1994 - August 1999
Job President & General Manager at KVIE Public Television
Industry Nonprofit Organization Management
Experience
KVIE Public Television May 2008 - Present
KVIE Public Television July 2001 - May 2008
Orchestria November 2000 - May 2001
Unify March 1999 - October 2000
Transamerica February 1994 - August 1999
Skills
Public Relations, Strategic Planning, Television, Management, Social Media, Marketing Strategy, Event Planning, Public Speaking, Marketing Communications, Marketing, Non-profits, Leadership, Fundraising, Broadcast Television
Education
Northern Arizona University 1989 — 1993
BA, English
KVIE Public Television May 2008 - Present
KVIE Public Television July 2001 - May 2008
Orchestria November 2000 - May 2001
Unify March 1999 - October 2000
Transamerica February 1994 - August 1999
Skills
Public Relations, Strategic Planning, Television, Management, Social Media, Marketing Strategy, Event Planning, Public Speaking, Marketing Communications, Marketing, Non-profits, Leadership, Fundraising, Broadcast Television
Education
Northern Arizona University 1989 — 1993
BA, English
Carlos Witherspoon's Transamerica Experience December 1998 - January 2001
Job Technical Support Manager at Compass Group
Industry Food & Beverages
Experience
Compass Group February 2001 - Present
Helpdesk Institute (HDI) - Charlotte Chapter January 2012 - Present
Helpdesk Institute (HDI) - Charlotte Chapter January 2010 - December 2011
Helpdesk Institute (HDI) - Charlotte Chapter January 2007 - December 2009
Transamerica December 1998 - January 2001
Transamerica June 1997 - November 1998
Transamerica May 1995 - May 1997
Curtiss-Wright Flight Systems May 1994 - May 1995
Skills
Process Improvement, Vendor Management, Project Management, Change Management, IT Management, ITIL, Business Analysis, Team Leadership, Active Directory, Team Building, XP, Leadership, Networking, Visio, Project Planning, Human Resources, Citrix, Operations Management, Quality Assurance, Disaster Recovery, Technical Support, Business Process..., Help Desk Support, Business Planning, Security, Blackberry, Strategy, Troubleshooting, Management, Outsourcing, Network Administration, Testing, Software Documentation, Business Development, Servers, System Deployment, Team Management, Windows 7, Information Technology, Competitive Analysis, Budgets, System Administration, Microsoft Exchange, Integration, Program Management, Windows, Data Center, Hardware, Cross-functional Team..., Windows XP
Education
University of Phoenix
Masters in Business Administration
University of North Carolina at Charlotte
BS, Management Information Systems
Northeastern University
Organizational Leadership
Compass Group February 2001 - Present
Helpdesk Institute (HDI) - Charlotte Chapter January 2012 - Present
Helpdesk Institute (HDI) - Charlotte Chapter January 2010 - December 2011
Helpdesk Institute (HDI) - Charlotte Chapter January 2007 - December 2009
Transamerica December 1998 - January 2001
Transamerica June 1997 - November 1998
Transamerica May 1995 - May 1997
Curtiss-Wright Flight Systems May 1994 - May 1995
Skills
Process Improvement, Vendor Management, Project Management, Change Management, IT Management, ITIL, Business Analysis, Team Leadership, Active Directory, Team Building, XP, Leadership, Networking, Visio, Project Planning, Human Resources, Citrix, Operations Management, Quality Assurance, Disaster Recovery, Technical Support, Business Process..., Help Desk Support, Business Planning, Security, Blackberry, Strategy, Troubleshooting, Management, Outsourcing, Network Administration, Testing, Software Documentation, Business Development, Servers, System Deployment, Team Management, Windows 7, Information Technology, Competitive Analysis, Budgets, System Administration, Microsoft Exchange, Integration, Program Management, Windows, Data Center, Hardware, Cross-functional Team..., Windows XP
Education
University of Phoenix
Masters in Business Administration
University of North Carolina at Charlotte
BS, Management Information Systems
Northeastern University
Organizational Leadership
William J Lavender William J Lavender's Transamerica Experience October 2000 - September 2003
Job Senior Regional Director Securities America, Inc.
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC September 2012 - Present
Nationwide Insurance May 2006 - April 2011
Transamerica October 2000 - September 2003
Western & Southern Financial Group September 1995 - October 2000
Landmark Financial Services Corporation May 1985 - June 1995
Skills
Mutual Funds, Retirement Planning, Investments, Financial Services, Retirement, Finance, Banking, Life Insurance, 401k, Series 63, Wealth Management, Insurance, Loans, Management, Business Development, Asset Allocation, Alternative Investments, Strategic Financial..., Financial Advisory, Portfolio Management, Investment Strategies, Equities, Relationship Management, Fixed Annuities, Investment Advisory, Asset Management
Education
Oklahoma State University 1978 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Securities America, Inc. Member FINRA/SIPC September 2012 - Present
Nationwide Insurance May 2006 - April 2011
Transamerica October 2000 - September 2003
Western & Southern Financial Group September 1995 - October 2000
Landmark Financial Services Corporation May 1985 - June 1995
Skills
Mutual Funds, Retirement Planning, Investments, Financial Services, Retirement, Finance, Banking, Life Insurance, 401k, Series 63, Wealth Management, Insurance, Loans, Management, Business Development, Asset Allocation, Alternative Investments, Strategic Financial..., Financial Advisory, Portfolio Management, Investment Strategies, Equities, Relationship Management, Fixed Annuities, Investment Advisory, Asset Management
Education
Oklahoma State University 1978 — 1983
Bachelor of Business Administration (B.B.A.), Finance, General
Meghan Figalora's Transamerica Experience May 2012 - Present
Job Actuarial Analyst at Transamerica
Industry Financial Services
Experience
Transamerica May 2012 - Present
John Hancock Financial Services July 2011 - February 2012
Brookline Municipal Credit Union January 2009 - June 2010
Skills
Microsoft Excel, ProVal
Education
Northeastern University 2008 — 2012
Bachelor of Science, Mathematics
Massapequa High SchoolMassapequa
High School Diploma
Transamerica May 2012 - Present
John Hancock Financial Services July 2011 - February 2012
Brookline Municipal Credit Union January 2009 - June 2010
Skills
Microsoft Excel, ProVal
Education
Northeastern University 2008 — 2012
Bachelor of Science, Mathematics
Massapequa High SchoolMassapequa
High School Diploma
David Klatt Agency Inc. David Klatt Agency Inc.'s Transamerica Experience January 1992 - January 1995
Job Owner
Industry Insurance
Experience
David Klatt Agency Inc. March 1996 - Present
Transamerica January 1992 - January 1995
Transamerica July 1984 - March 1992
Skills
Property & Casualty..., Commercial Insurance, Umbrella Insurance, Customer Service, Health Insurance, Insurance, Workers Compensation, Liability, Term Life Insurance, Legal Liability, Life Insurance, New Business Development, Microsoft Excel, Real Estate, Small Business, Motorcycle, General Insurance, Underwriting, Whole Life, Commercial Lines
Education
Northern Arizona University 1980 — 1984
Computer information systems, Computer Informations Systems
Thunderbird High Scholl 1974 — 1979
high school
David Klatt Agency Inc. March 1996 - Present
Transamerica January 1992 - January 1995
Transamerica July 1984 - March 1992
Skills
Property & Casualty..., Commercial Insurance, Umbrella Insurance, Customer Service, Health Insurance, Insurance, Workers Compensation, Liability, Term Life Insurance, Legal Liability, Life Insurance, New Business Development, Microsoft Excel, Real Estate, Small Business, Motorcycle, General Insurance, Underwriting, Whole Life, Commercial Lines
Education
Northern Arizona University 1980 — 1984
Computer information systems, Computer Informations Systems
Thunderbird High Scholl 1974 — 1979
high school
Daniel Penza Daniel Penza's Transamerica Experience July 2014 - Present
Job Benefit Calculation Analyst at Transamerica
Industry Higher Education
Experience
Transamerica July 2014 - Present
Northeastern University January 2013 - May 2014
Boston Collegiate Charter School May 2013 - August 2013
Uxbridge Public Schools April 2011 - January 2012
Uxbridge Baseball Association January 2008 - January 2012
Skills
Microsoft Excel, Windows, Teaching, Microsoft Office, Research, Microsoft Word, PowerPoint, English, Customer Service
Education
Northeastern University 2012 — 2017
Bachelor of Science, Mathematics
Transamerica July 2014 - Present
Northeastern University January 2013 - May 2014
Boston Collegiate Charter School May 2013 - August 2013
Uxbridge Public Schools April 2011 - January 2012
Uxbridge Baseball Association January 2008 - January 2012
Skills
Microsoft Excel, Windows, Teaching, Microsoft Office, Research, Microsoft Word, PowerPoint, English, Customer Service
Education
Northeastern University 2012 — 2017
Bachelor of Science, Mathematics
Loulette Jodoin Loulette Jodoin's Transamerica Experience June 2013 - Present
Job AIS at Transamerica
Industry Insurance
Experience
Transamerica June 2013 - Present
Transamerica November 2001 - June 2013
DHS May 2000 - August 2001
Skills
Insurance, General Insurance, Medicare, Workers Compensation, Casualty, Health Savings Accounts, Customer Service, Employee Benefits
Education
UALR 1997 — 2000
Bachelor's degree, Social Work
Oklahoma Baptist University 1995 — 1998
None, Business Administration and Management, General
Transamerica June 2013 - Present
Transamerica November 2001 - June 2013
DHS May 2000 - August 2001
Skills
Insurance, General Insurance, Medicare, Workers Compensation, Casualty, Health Savings Accounts, Customer Service, Employee Benefits
Education
UALR 1997 — 2000
Bachelor's degree, Social Work
Oklahoma Baptist University 1995 — 1998
None, Business Administration and Management, General
Samuel Purdy Samuel Purdy's Transamerica Experience May 2011 - August 2011
Job Tax Senior at Bennett Thrasher
Industry Accounting
Experience
Bennett Thrasher August 2013 - Present
Transamerica May 2011 - August 2011
Oglethorpe University January 2011 - May 2011
Skills
Accounting, Tax, Financial Accounting
Education
Oglethorpe University 2008 — 2013
Bachelor of Science (BS), Accounting
Bennett Thrasher August 2013 - Present
Transamerica May 2011 - August 2011
Oglethorpe University January 2011 - May 2011
Skills
Accounting, Tax, Financial Accounting
Education
Oglethorpe University 2008 — 2013
Bachelor of Science (BS), Accounting
Robert Riggs Robert Riggs's Transamerica Experience August 2015 - Present
Job Actuarial Clerk at Transamerica
Industry Insurance
Experience
Transamerica August 2015 - Present
Tidewater Community College August 2013 - July 2015
Self Employed August 2006 - May 2015
Allianz Life February 2015 - April 2015
Liberty Mutual Insurance June 2014 - August 2014
Bank of America August 2012 - May 2013
Management Services Corp. May 2008 - August 2009
Skills
R, SAS, Data Analysis, MS Excel Pivot Tables, Matlab, Statistics, Analytics, SQL, Microsoft Excel, Mathematics, Actuarial Exams, University Teaching, Public Speaking, Databases, PowerPoint, Presentations, VBA, Access, Analysis, Insurance, Risk Management
Education
Old Dominion University 2013 — 2016
Master of Science (MS), Applied Mathematics, 3.2
University of Virginia 2004 — 2009
Bachelor of Arts (BA), Major: Mathematics; Minor: Pre-Med, Overall: 2.9; Major: 3.6
Transamerica August 2015 - Present
Tidewater Community College August 2013 - July 2015
Self Employed August 2006 - May 2015
Allianz Life February 2015 - April 2015
Liberty Mutual Insurance June 2014 - August 2014
Bank of America August 2012 - May 2013
Management Services Corp. May 2008 - August 2009
Skills
R, SAS, Data Analysis, MS Excel Pivot Tables, Matlab, Statistics, Analytics, SQL, Microsoft Excel, Mathematics, Actuarial Exams, University Teaching, Public Speaking, Databases, PowerPoint, Presentations, VBA, Access, Analysis, Insurance, Risk Management
Education
Old Dominion University 2013 — 2016
Master of Science (MS), Applied Mathematics, 3.2
University of Virginia 2004 — 2009
Bachelor of Arts (BA), Major: Mathematics; Minor: Pre-Med, Overall: 2.9; Major: 3.6
Jacque LeFore, CFP® Jacque LeFore, CFP®'s Transamerica Experience January 1992 - June 1993
Job I Help Financial Planners By Providing Them Virtual Personalized Financial Planning Services
Industry Financial Services
Experience
LeFore Consulting, LLC April 2003 - Present
MetLife Financial Services February 2002 - March 2003
Allmerica Financial June 1996 - January 2002
Allmerica Financial June 1993 - May 1996
Transamerica January 1992 - June 1993
Skills
Insurance, Strategic Financial..., Retirement Planning, Estate Planning, Small Business, Financial Planners, Disability Insurance, Pensions, Life Insurance, Personal Finance, Risk Management, Personal Tax Planning, Wealth Accumulation, Business Planning, Finance, Employee Benefits, Term Life Insurance, Securities, 401k, Budgets, IRAs, Mutual Funds, Income Protection, Tax, Investment Advisory, Mergers, Mergers & Acquisitions, Health Insurance, Estate Tax Planning, Long Term Care Insurance, Investment Strategies
Education
Oregon State University 1985 — 1991
BS, Mathematics
LeFore Consulting, LLC April 2003 - Present
MetLife Financial Services February 2002 - March 2003
Allmerica Financial June 1996 - January 2002
Allmerica Financial June 1993 - May 1996
Transamerica January 1992 - June 1993
Skills
Insurance, Strategic Financial..., Retirement Planning, Estate Planning, Small Business, Financial Planners, Disability Insurance, Pensions, Life Insurance, Personal Finance, Risk Management, Personal Tax Planning, Wealth Accumulation, Business Planning, Finance, Employee Benefits, Term Life Insurance, Securities, 401k, Budgets, IRAs, Mutual Funds, Income Protection, Tax, Investment Advisory, Mergers, Mergers & Acquisitions, Health Insurance, Estate Tax Planning, Long Term Care Insurance, Investment Strategies
Education
Oregon State University 1985 — 1991
BS, Mathematics
Oliver Meyer Oliver Meyer's Transamerica Experience June 2015 - Present
Job Lead Accountant (EBS) at Transamerica
Industry Accounting
Experience
Transamerica June 2015 - Present
Biolin Scientific Inc. January 2015 - June 2015
Robert Half Management Resources January 2014 - June 2015
Chromalloy January 2010 - June 2015
Danfoss July 2014 - January 2015
City of Annapolis April 2014 - June 2014
Apex Tool Group, LLC January 2014 - February 2014
UPS December 2009 - December 2009
Metaldyne June 2008 - October 2009
Andrews Hooper & Pavlik November 2006 - April 2008
Skills
Accounting, Account Reconciliation, Financial Analysis, Financial Reporting, Monthly Close, Monthly Reporting, Year End Close, US GAAP, International Business, Financial Statements, German, Swiss German, English, Financial Accounting, Tax Return Preparation, Individual Taxation, Tax Planning, Tax Projection, Partnership Taxation, Tax, Financial Planners, Manufacturing, Year-end Close, General Ledger, GAAP, IFRS, Payroll, Tax Preparation, Finance, Internal Audit, Forecasting, Hyperion Enterprise, Sarbanes-Oxley Act, Accounts Receivable, Analysis, Budgets, Corporate Finance, CPA, Cost Accounting, Bookkeeping, Variance Analysis, Internal Controls, Corporate Tax, Financial Audits, Cash Flow, Tax Returns, SEC filings, Journal Entries, Cash Management, Financial Planning
Education
Walsh College of Accountancy and Business Administration 2002 — 2005
MAC / BAcct
Oakland Community College 1999 — 2002
ABA
Language Studies Canada (LSC), Toronto, Ont. 1995 — 1995
FCE/CAE
Kaufmannische Berufsfachschule Basel-Landschaft 1987 — 1990
Eidg.Dipl. Kaufmann
Transamerica June 2015 - Present
Biolin Scientific Inc. January 2015 - June 2015
Robert Half Management Resources January 2014 - June 2015
Chromalloy January 2010 - June 2015
Danfoss July 2014 - January 2015
City of Annapolis April 2014 - June 2014
Apex Tool Group, LLC January 2014 - February 2014
UPS December 2009 - December 2009
Metaldyne June 2008 - October 2009
Andrews Hooper & Pavlik November 2006 - April 2008
Skills
Accounting, Account Reconciliation, Financial Analysis, Financial Reporting, Monthly Close, Monthly Reporting, Year End Close, US GAAP, International Business, Financial Statements, German, Swiss German, English, Financial Accounting, Tax Return Preparation, Individual Taxation, Tax Planning, Tax Projection, Partnership Taxation, Tax, Financial Planners, Manufacturing, Year-end Close, General Ledger, GAAP, IFRS, Payroll, Tax Preparation, Finance, Internal Audit, Forecasting, Hyperion Enterprise, Sarbanes-Oxley Act, Accounts Receivable, Analysis, Budgets, Corporate Finance, CPA, Cost Accounting, Bookkeeping, Variance Analysis, Internal Controls, Corporate Tax, Financial Audits, Cash Flow, Tax Returns, SEC filings, Journal Entries, Cash Management, Financial Planning
Education
Walsh College of Accountancy and Business Administration 2002 — 2005
MAC / BAcct
Oakland Community College 1999 — 2002
ABA
Language Studies Canada (LSC), Toronto, Ont. 1995 — 1995
FCE/CAE
Kaufmannische Berufsfachschule Basel-Landschaft 1987 — 1990
Eidg.Dipl. Kaufmann
Tim Lastivka Tim Lastivka's Transamerica Experience May 2008 - Present
Job Regional Vice President
Industry Financial Services
Experience
Transamerica May 2008 - Present
The Hartford May 2007 - April 2008
Nationwide Financial February 2004 - April 2007
Skills
401k, Series 6, Series 63, Retirement, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Investments, Pensions, Defined Benefit, ERISA, Employee Benefits
Education
Otterbein College 1998 — 2002
Bachelor of Arts (B.A.), Business Finance
Transamerica May 2008 - Present
The Hartford May 2007 - April 2008
Nationwide Financial February 2004 - April 2007
Skills
401k, Series 6, Series 63, Retirement, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Investments, Pensions, Defined Benefit, ERISA, Employee Benefits
Education
Otterbein College 1998 — 2002
Bachelor of Arts (B.A.), Business Finance
Eric Frokjer Eric Frokjer's Transamerica Experience 1981 - 1997
Job Senior Consultant, Implementation Services at HRchitect
Industry Computer Software
Experience
HRchitect March 2014 - Present
mcaConnect August 2013 - November 2013
HRchitect September 2012 - August 2013
HeartBeat October 2010 - September 2012
Present April 2010 - October 2010
ADP January 2000 - April 2010
AG Consulting 1997 - 2000
Transamerica 1981 - 1997
Skills
Software Documentation, Enterprise Software, ERP, Data Conversion, Employee Benefits, Training, ADP Payroll, Succession Planning, Business Analysis, HRIS, Integration, Testing, Human Resources, SQL, Outsourcing, PeopleSoft, Process Improvement, Requirements Analysis, Analysis, Payroll, Software Implementation, Business Requirements, Business Process, SaaS, HR Consulting, SDLC
Education
Pacific Lutheran University - School of Business 1977 — 1981
Bachelor of Arts (B.A.), Business Administration (Minor: Marketing)
Thousand Oaks High School 1973 — 1977
HRchitect March 2014 - Present
mcaConnect August 2013 - November 2013
HRchitect September 2012 - August 2013
HeartBeat October 2010 - September 2012
Present April 2010 - October 2010
ADP January 2000 - April 2010
AG Consulting 1997 - 2000
Transamerica 1981 - 1997
Skills
Software Documentation, Enterprise Software, ERP, Data Conversion, Employee Benefits, Training, ADP Payroll, Succession Planning, Business Analysis, HRIS, Integration, Testing, Human Resources, SQL, Outsourcing, PeopleSoft, Process Improvement, Requirements Analysis, Analysis, Payroll, Software Implementation, Business Requirements, Business Process, SaaS, HR Consulting, SDLC
Education
Pacific Lutheran University - School of Business 1977 — 1981
Bachelor of Arts (B.A.), Business Administration (Minor: Marketing)
Thousand Oaks High School 1973 — 1977
Carter J. Garnon CLTC Carter J. Garnon CLTC's Transamerica Experience 2014 - Present
Job President at GFG, Associate Director at Transamerica
Industry Financial Services
Experience
Transamerica 2014 - Present
Garnon Financial Group December 2008 - Present
North Columbus Bruins May 2009 - July 2014
TIAA-CREF September 2012 - January 2013
New York Life 2008 - August 2012
Olentangy High School August 2011 - June 2012
Westerville North High School August 2009 - June 2011
LEED Construction and Development Services January 2005 - September 2008
Fossil November 2001 - January 2008
Mills Financial Planning January 2003 - June 2004
Education
Ohio Dominican University 2004 — 2008
Bachelor of Arts (B.A.), Business/Managerial Economics & Financial Planning
Transamerica 2014 - Present
Garnon Financial Group December 2008 - Present
North Columbus Bruins May 2009 - July 2014
TIAA-CREF September 2012 - January 2013
New York Life 2008 - August 2012
Olentangy High School August 2011 - June 2012
Westerville North High School August 2009 - June 2011
LEED Construction and Development Services January 2005 - September 2008
Fossil November 2001 - January 2008
Mills Financial Planning January 2003 - June 2004
Education
Ohio Dominican University 2004 — 2008
Bachelor of Arts (B.A.), Business/Managerial Economics & Financial Planning
Nancy Whitworth's Transamerica Experience December 2000 - November 2007
Job Director, Human Resources
Industry Human Resources
Experience
McCownGordon Construction March 2008 - Present
Transamerica December 2000 - November 2007
Koch Supplies, Inc. April 1998 - July 2000
Innovex Inc July 1996 - April 1998
Yellow Freight System, Inc. October 1990 - July 1996
Skills
Employee Relations, Organizational..., Performance Management, Employee Benefits, Leadership Development, Deferred Compensation, Recruiting, Strategic Planning, Human Resources, Strategy, Leadership, Succession Planning, Onboarding, Talent Management, Training, Talent Acquisition, Benefits Administration, FMLA, Employee Engagement
Education
Northwest Missouri State University
Bachelor of Science (B.S.), Business Administration
Oklahoma City University
MBA, Business
Truman High School
McCownGordon Construction March 2008 - Present
Transamerica December 2000 - November 2007
Koch Supplies, Inc. April 1998 - July 2000
Innovex Inc July 1996 - April 1998
Yellow Freight System, Inc. October 1990 - July 1996
Skills
Employee Relations, Organizational..., Performance Management, Employee Benefits, Leadership Development, Deferred Compensation, Recruiting, Strategic Planning, Human Resources, Strategy, Leadership, Succession Planning, Onboarding, Talent Management, Training, Talent Acquisition, Benefits Administration, FMLA, Employee Engagement
Education
Northwest Missouri State University
Bachelor of Science (B.S.), Business Administration
Oklahoma City University
MBA, Business
Truman High School
Bruce McMichael,Jr's Transamerica Experience May 2013 - January 2014
Job Executive Sales/Collector Trainer at Action Revenue Recovery
Industry Financial Services
Experience
Action Revenue Recovery June 2014 - Present
Franklin Collection Service, Inc. January 2014 - May 2014
Transamerica May 2013 - January 2014
CreditWatch Services Ltd September 2009 - January 2012
Stop-Loss,Inc. May 1985 - September 2009
Skills
Accounts Receivable, Debt Collection, Marketing Strategy, Account Management, Sales Excellence, Team Leadership, Sales Management, Call Centers, Team Building, Forecasting, Budgets, Analysis, Sales, Outlook, Finance, Time Management, Management, Customer Service
Education
Northwestern State University 1981 — 1985
Business Administration
Action Revenue Recovery June 2014 - Present
Franklin Collection Service, Inc. January 2014 - May 2014
Transamerica May 2013 - January 2014
CreditWatch Services Ltd September 2009 - January 2012
Stop-Loss,Inc. May 1985 - September 2009
Skills
Accounts Receivable, Debt Collection, Marketing Strategy, Account Management, Sales Excellence, Team Leadership, Sales Management, Call Centers, Team Building, Forecasting, Budgets, Analysis, Sales, Outlook, Finance, Time Management, Management, Customer Service
Education
Northwestern State University 1981 — 1985
Business Administration
Kelly Dantinne Kelly Dantinne's Transamerica Experience January 1979 - June 1981
Job Proprietor and VP of Marketing at Excelsior
Industry Graphic Design
Experience
Excelsior December 2014 - Present
Dantinne Design Communications October 2007 - Present
Albert / Bogner Design Communications April 1991 - August 2006
Transamerica January 1979 - June 1981
Skills
Graphic Design, Art Direction, Graphics, Web Design, Image Manipulation, Creative Direction, InDesign, Illustration, Adobe Creative Suite, Brand Developement, Creative Writer, Strategic Creative..., Logo Design, Brand Development, Email Marketing, Marketing, Copywriting, Invitations, Direct Mail, Posters, Brand Management, Collateral, Branding & Identity, QuarkXPress, Art, Newsletters, Corporate Branding, Strategy, Flyers, Layout, Illustrator, Pre-press, Photography, Fashion, Creative Strategy, Business Cards, Banners, Customer Satisfaction, Book Design, Concept Development, Image Editing, Visual Communication, Digital Illustration, Social Media, Vector Illustration, Creative Services, Mac, Magazines, Digital Photography
Education
Otis College of Art and Design 1979 — 1981
graduate studies, corporate communications and design
York Academy of Arts 1976 — 1980
Excelsior December 2014 - Present
Dantinne Design Communications October 2007 - Present
Albert / Bogner Design Communications April 1991 - August 2006
Transamerica January 1979 - June 1981
Skills
Graphic Design, Art Direction, Graphics, Web Design, Image Manipulation, Creative Direction, InDesign, Illustration, Adobe Creative Suite, Brand Developement, Creative Writer, Strategic Creative..., Logo Design, Brand Development, Email Marketing, Marketing, Copywriting, Invitations, Direct Mail, Posters, Brand Management, Collateral, Branding & Identity, QuarkXPress, Art, Newsletters, Corporate Branding, Strategy, Flyers, Layout, Illustrator, Pre-press, Photography, Fashion, Creative Strategy, Business Cards, Banners, Customer Satisfaction, Book Design, Concept Development, Image Editing, Visual Communication, Digital Illustration, Social Media, Vector Illustration, Creative Services, Mac, Magazines, Digital Photography
Education
Otis College of Art and Design 1979 — 1981
graduate studies, corporate communications and design
York Academy of Arts 1976 — 1980
Adam Kalkman Adam Kalkman's Transamerica Experience March 2010 - November 2012
Job Private Investigator, Kalkman Investigations and Research
Industry Financial Services
Experience
Kalkman Investigations January 2009 - Present
Transamerica March 2010 - November 2012
Edward Jones October 2009 - January 2010
U.S. Nuclear Regulatory Commission February 2003 - December 2008
Skills
PowerPoint, Retirement Planning, Insurance, Finance, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Management, Public Speaking
Education
Northern Illinois University 2003 — 2008
Bachelors, Economics
Kalkman Investigations January 2009 - Present
Transamerica March 2010 - November 2012
Edward Jones October 2009 - January 2010
U.S. Nuclear Regulatory Commission February 2003 - December 2008
Skills
PowerPoint, Retirement Planning, Insurance, Finance, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Management, Public Speaking
Education
Northern Illinois University 2003 — 2008
Bachelors, Economics
Pete Kagels, CPA CMA Pete Kagels, CPA CMA's Transamerica Experience September 1993 - December 2002
Job Experienced Accounting, Finance and Tax Professional
Industry Accounting
Experience
Department of Treasury June 2010 - Present
Keller Graduate School of Management March 2005 - Present
Plante & Moran (Public Accounting/Advisory Firm) February 2008 - June 2010
Arthur J. Gallagher July 2005 - February 2008
Plante & Moran January 2003 - July 2005
Transamerica September 1993 - December 2002
Education
Northern Illinois University 2001 — 2002
MST, Taxation
State University of New York College at Buffalo 1991 — 1993
MBA, Accounting and Finance
State University of New York College at Buffalo 1987 — 1991
BS, Accounting
Department of Treasury June 2010 - Present
Keller Graduate School of Management March 2005 - Present
Plante & Moran (Public Accounting/Advisory Firm) February 2008 - June 2010
Arthur J. Gallagher July 2005 - February 2008
Plante & Moran January 2003 - July 2005
Transamerica September 1993 - December 2002
Education
Northern Illinois University 2001 — 2002
MST, Taxation
State University of New York College at Buffalo 1991 — 1993
MBA, Accounting and Finance
State University of New York College at Buffalo 1987 — 1991
BS, Accounting
Katie (Erich) Hays Katie (Erich) Hays's Transamerica Experience August 2011 - March 2014
Job Director of Marketing at Northern Lights Capital Group
Industry Financial Services
Experience
Northern Lights Capital Group March 2014 - Present
Transamerica August 2011 - March 2014
Graham Capital Management April 2007 - August 2010
66° North Iceland October 2005 - February 2007
Skills
Marketing, Corporate Identity, Investor Relations, Trade Shows, Email Marketing, Corporate Branding, Project Management, Direct Marketing, Branding & Identity, Brand Management, Event Management, Management, Social Networking, Event Planning, Graphic Design, Web Design
Education
University of Connecticut 2002 — 2005
BS, Marketing, Sociology
Norwalk Community College 2010 — 2011
Professional Courses, Graphic Design
Northern Lights Capital Group March 2014 - Present
Transamerica August 2011 - March 2014
Graham Capital Management April 2007 - August 2010
66° North Iceland October 2005 - February 2007
Skills
Marketing, Corporate Identity, Investor Relations, Trade Shows, Email Marketing, Corporate Branding, Project Management, Direct Marketing, Branding & Identity, Brand Management, Event Management, Management, Social Networking, Event Planning, Graphic Design, Web Design
Education
University of Connecticut 2002 — 2005
BS, Marketing, Sociology
Norwalk Community College 2010 — 2011
Professional Courses, Graphic Design
Douglas DeGroot Douglas DeGroot's Transamerica Experience 1984 - 1984
Job Wealth Advisor at Providence Wealth Advisors, LLC
Industry Investment Management
Experience
Providence Wealth Advisors, LLC 2010 - Present
The PrivateBank 2009 - 2010
Founders Bank 2003 - 2009
South Holland Trust & Savings 1987 - 2003
Allied Bank Mockingbird 1984 - 1987
Transamerica 1984 - 1984
Exchange National Bank & Trust 1982 - 1984
Skills
Investments, Loans, Portfolio Management, Investment Management, Wealth, Banking, Credit Analysis, Credit, Executive Management, Retirement Planning
Education
Northwestern University
Master of Business Administration (M.B.A.), Finance, General, 3.2/4.0
Southern Methodist University
Master of Business Administration (M.B.A.), Finance, General, 3.2/4.0
University of Oklahoma
Bachelor of Business Administration (B.B.A.), Finance, 3.2/4.0
Providence Wealth Advisors, LLC 2010 - Present
The PrivateBank 2009 - 2010
Founders Bank 2003 - 2009
South Holland Trust & Savings 1987 - 2003
Allied Bank Mockingbird 1984 - 1987
Transamerica 1984 - 1984
Exchange National Bank & Trust 1982 - 1984
Skills
Investments, Loans, Portfolio Management, Investment Management, Wealth, Banking, Credit Analysis, Credit, Executive Management, Retirement Planning
Education
Northwestern University
Master of Business Administration (M.B.A.), Finance, General, 3.2/4.0
Southern Methodist University
Master of Business Administration (M.B.A.), Finance, General, 3.2/4.0
University of Oklahoma
Bachelor of Business Administration (B.B.A.), Finance, 3.2/4.0
Kurt Drozd Kurt Drozd's Transamerica Experience September 1998 - August 1999
Job Sr. Associate at Stroz Friedberg
Industry Legal Services
Experience
Stroz Friedberg December 2014 - Present
Kansas Department of Labor December 2012 - January 2015
Law Office of Kurt Drozd, P.A. August 2007 - December 2012
Sprint Nextel August 1999 - August 2003
Transamerica September 1998 - August 1999
Skills
Civil Litigation, Bankruptcy, Administrative Law, Fraud Detection, Management, Regulatory Analysis, Data Analysis, Databases, Variance Analysis, Relational Databases, SQL, Regression Analysis, Statistical Data..., Regulatory Requirements, Legal Compliance, Internal Investigations, Corporate Fraud..., Logistic Regression, Decision Trees, SQL Clustering, Data Mining, Regulatory Affairs, Microsoft SQL Server, Analytics, Predictive Analytics
Education
Northwestern University 2013 — 2015
Masters in Predictive Analytics (MSPA), Mathematics and Statistics
University of Kansas School of Law 2003 — 2006
Doctor of Law (JD), Law
University of Kansas 1994 — 1998
Bachelors degree, Economics
Stroz Friedberg December 2014 - Present
Kansas Department of Labor December 2012 - January 2015
Law Office of Kurt Drozd, P.A. August 2007 - December 2012
Sprint Nextel August 1999 - August 2003
Transamerica September 1998 - August 1999
Skills
Civil Litigation, Bankruptcy, Administrative Law, Fraud Detection, Management, Regulatory Analysis, Data Analysis, Databases, Variance Analysis, Relational Databases, SQL, Regression Analysis, Statistical Data..., Regulatory Requirements, Legal Compliance, Internal Investigations, Corporate Fraud..., Logistic Regression, Decision Trees, SQL Clustering, Data Mining, Regulatory Affairs, Microsoft SQL Server, Analytics, Predictive Analytics
Education
Northwestern University 2013 — 2015
Masters in Predictive Analytics (MSPA), Mathematics and Statistics
University of Kansas School of Law 2003 — 2006
Doctor of Law (JD), Law
University of Kansas 1994 — 1998
Bachelors degree, Economics
Elizabeth Browne, CFP®, QKA Elizabeth Browne, CFP®, QKA's Transamerica Experience March 2015 - Present
Job Sr. Client Executive at Transamerica
Industry Financial Services
Experience
Transamerica March 2015 - Present
BB&T August 2012 - Present
SunTrust Bank August 2001 - November 2012
SunTrust Bank July 1998 - August 2001
SunTrust Bank March 1996 - July 1998
Skills
401(k) Plans, Pensions, Mutual Funds, Retirement Plan..., ERISA, Plan Administration, Plan Design, 401k, Business Development, Financial Services, Business Planning
Education
Ohio Wesleyan University 1988 — 1992
B.A., Economics
Transamerica March 2015 - Present
BB&T August 2012 - Present
SunTrust Bank August 2001 - November 2012
SunTrust Bank July 1998 - August 2001
SunTrust Bank March 1996 - July 1998
Skills
401(k) Plans, Pensions, Mutual Funds, Retirement Plan..., ERISA, Plan Administration, Plan Design, 401k, Business Development, Financial Services, Business Planning
Education
Ohio Wesleyan University 1988 — 1992
B.A., Economics
Stephen Suggs Stephen Suggs's Transamerica Experience October 2004 - Present
Job Software Engineer at Transamerica
Industry Financial Services
Experience
Transamerica October 2004 - Present
Skills
SDLC, Software Project..., Software Development, Agile Methodologies, SQL, Microsoft SQL Server, XML, Web Services, Java, Java Enterprise Edition, Databases, Enterprise Architecture, C, C#, Eclipse, Web Applications
Education
Oklahoma State University
Bachelor's degree, Electrical and Electronics Engineering
Transamerica October 2004 - Present
Skills
SDLC, Software Project..., Software Development, Agile Methodologies, SQL, Microsoft SQL Server, XML, Web Services, Java, Java Enterprise Edition, Databases, Enterprise Architecture, C, C#, Eclipse, Web Applications
Education
Oklahoma State University
Bachelor's degree, Electrical and Electronics Engineering
Stu Mark Stu Mark's Transamerica Experience September 2012 - September 2014
Job Experienced software who's fun to be with.
Industry Computer Software
Experience
Datto, Inc. May 2015 - Present
iModules Software September 2014 - May 2015
Transamerica September 2012 - September 2014
Harris Connect September 2006 - September 2012
AT&T January 2003 - September 2006
Prodigy communications corporation October 1997 - December 2002
ISO May 1991 - October 1997
Skills
Unix, Software Development, Perl, SQL, Java, Linux, Integration, Web Applications, Tomcat, XML, Apache, SOAP, C++, C, Testing, JavaScript, SOA, HTML, System Architecture, Unix Shell Scripting, Oracle, Solaris, Websphere, AJAX, AIX, Socket Programming, Ant, Assembly Language, Sybase, MySQL, Berkeley DB, Postfix, GWT, Node.js, C#, Android SDK, Shell Scripting
Education
Pace University 1988 — 1992
BA, CS
Suffern H.S. 1984 — 1988
Regents diploma, high school
Rockland Community College
Datto, Inc. May 2015 - Present
iModules Software September 2014 - May 2015
Transamerica September 2012 - September 2014
Harris Connect September 2006 - September 2012
AT&T January 2003 - September 2006
Prodigy communications corporation October 1997 - December 2002
ISO May 1991 - October 1997
Skills
Unix, Software Development, Perl, SQL, Java, Linux, Integration, Web Applications, Tomcat, XML, Apache, SOAP, C++, C, Testing, JavaScript, SOA, HTML, System Architecture, Unix Shell Scripting, Oracle, Solaris, Websphere, AJAX, AIX, Socket Programming, Ant, Assembly Language, Sybase, MySQL, Berkeley DB, Postfix, GWT, Node.js, C#, Android SDK, Shell Scripting
Education
Pace University 1988 — 1992
BA, CS
Suffern H.S. 1984 — 1988
Regents diploma, high school
Rockland Community College
Timothy Allen M.S.F. Timothy Allen M.S.F.'s Transamerica Experience January 2014 - Present
Job Associate Director at Transamerica
Industry Insurance
Experience
Transamerica January 2014 - Present
Rock Lending LLC August 2005 - January 2014
AIG July 2011 - December 2013
Tim Allen Agency August 2005 - July 2011
Sutton Bank October 2005 - March 2008
Washington Mutual June 2002 - June 2004
Citi January 1999 - September 2003
Skills
Sales Management, Insurance, Financial Planning, Team Building, New Business Development, Strategic Planning, Strategic Financial..., Account Management, Selling, Time Management, Leadership, Start-ups, Entrepreneurship, Finance, Real Estate, Mortgage Lending, Executive Management, Business Development, Financial Services, Risk Management, Contract Negotiation, Small Business, Sales, Advertising, Business Planning, Customer Service, Investments, Marketing, Negotiation, Life Insurance, IRAs, Term Life Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Financial Analysis, Lead Generation, Direct Sales, Banking, Universal Life, Commercial Insurance, Property & Casualty..., Financial Planners, Whole Life, Health Insurance, Retirement Planning, Long Term Care Insurance, Underwriting, Employee Benefits, Retirement
Education
Canterbury University 2005 — 2007
Masters, Finance
Canterbury University 2002 — 2004
BA, Finance
Ohio Dominican University 2000 — 2003
BS, Business
Gahanna Lincoln
Transamerica January 2014 - Present
Rock Lending LLC August 2005 - January 2014
AIG July 2011 - December 2013
Tim Allen Agency August 2005 - July 2011
Sutton Bank October 2005 - March 2008
Washington Mutual June 2002 - June 2004
Citi January 1999 - September 2003
Skills
Sales Management, Insurance, Financial Planning, Team Building, New Business Development, Strategic Planning, Strategic Financial..., Account Management, Selling, Time Management, Leadership, Start-ups, Entrepreneurship, Finance, Real Estate, Mortgage Lending, Executive Management, Business Development, Financial Services, Risk Management, Contract Negotiation, Small Business, Sales, Advertising, Business Planning, Customer Service, Investments, Marketing, Negotiation, Life Insurance, IRAs, Term Life Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Financial Analysis, Lead Generation, Direct Sales, Banking, Universal Life, Commercial Insurance, Property & Casualty..., Financial Planners, Whole Life, Health Insurance, Retirement Planning, Long Term Care Insurance, Underwriting, Employee Benefits, Retirement
Education
Canterbury University 2005 — 2007
Masters, Finance
Canterbury University 2002 — 2004
BA, Finance
Ohio Dominican University 2000 — 2003
BS, Business
Gahanna Lincoln
Tatiana Prophet Tatiana Prophet's Transamerica Experience 1995 - 1999
Job SingerSongwriter
Industry Music
Experience
Slim Volume January 2010 - Present
Silvervox December 2009 - Present
Spring Media Group Inc. March 2008 - November 2008
Daily Press March 2006 - December 2007
Atlanta Business Chronicle July 2003 - February 2006
Atlanta Latino February 2002 - June 2003
Creative Loafing & Atlanta Latino February 2001 - February 2002
Cognova Consulting January 2000 - January 2001
Transamerica 1995 - 1999
Transamerica Commercial Finance Corp 1995 - 1999
Skills
Energy, Copy Editing, Journalism, Newspaper, Web Content, Editorial, Publications, Editing, Blogging, Proofreading, Copywriting, Magazines, Singing, Songwriting, Performing, Production Managment, Press Releases, Film, AP Style, Breaking News, Storytelling, Fact-checking, Video, Newspapers, Publishing, News Writing, Voice Over, Content Development, Creative Writing, Publicity, Newsletters, Content Strategy, Online Journalism, New Media
Education
Argosy University Atlanta 1996 — 1999
Master's, Psychology
Northwestern University 1987 — 1992
Bachelor of Science, Journalism
Montessori International 1976 — 1987
Slim Volume January 2010 - Present
Silvervox December 2009 - Present
Spring Media Group Inc. March 2008 - November 2008
Daily Press March 2006 - December 2007
Atlanta Business Chronicle July 2003 - February 2006
Atlanta Latino February 2002 - June 2003
Creative Loafing & Atlanta Latino February 2001 - February 2002
Cognova Consulting January 2000 - January 2001
Transamerica 1995 - 1999
Transamerica Commercial Finance Corp 1995 - 1999
Skills
Energy, Copy Editing, Journalism, Newspaper, Web Content, Editorial, Publications, Editing, Blogging, Proofreading, Copywriting, Magazines, Singing, Songwriting, Performing, Production Managment, Press Releases, Film, AP Style, Breaking News, Storytelling, Fact-checking, Video, Newspapers, Publishing, News Writing, Voice Over, Content Development, Creative Writing, Publicity, Newsletters, Content Strategy, Online Journalism, New Media
Education
Argosy University Atlanta 1996 — 1999
Master's, Psychology
Northwestern University 1987 — 1992
Bachelor of Science, Journalism
Montessori International 1976 — 1987
Monica Lee Copeland Monica Lee Copeland's Transamerica Experience 1999 - 2001
Job Regional Vice President & Corporate Communications Director at Clarke Financial Group
Industry Marketing and Advertising
Experience
Clarke Financial Group July 2014 - Present
Monica Lee Copeland & Company January 2004 - Present
Transamerica 1999 - 2001
TalentPoint.com, Wayne, Pennsylvania 1999 - 2001
D.A.R.E. Inc January 1997 - January 1999
Skills
Marketing, Public Speaking, Strategic Planning, Marketing Strategy, Direct Marketing, Marketing Communications, Social Media, Sales, Online Advertising, Social Media Marketing, Coaching, New Business Development, Management, Advertising, Event Planning, Integrated Marketing, Public Relations, Business Strategy, Program Management, Nonprofits, Newsletters, Strategy, Event Management, Social Networking, Fundraising, Business Development, Leadership, Community Development, Entertainment, Strategic Communications, Editing, Blogging, Creative Writing, Media Relations, Community Outreach, Copywriting, Writing, Teaching, Corporate Communications, Publishing, Project Management, Leadership Development, Digital Media, Press Releases, Publications, Internal Communications, Copy Editing, Program Development, Media Planning, Web Content
Education
Vermont College of Fine Arts 2012 — 2015
Master of Fine Arts (MFA), Creative Writing (Poetry and Fiction)
Edinburgh Business School, Heriot-Watt University 2001 — 2004
Masters, Business Administration
Northwestern University 1985 — 1989
Bachelor of Arts, College of Arts and Sciences, Political Science, History and African Studies
Clarke Financial Group July 2014 - Present
Monica Lee Copeland & Company January 2004 - Present
Transamerica 1999 - 2001
TalentPoint.com, Wayne, Pennsylvania 1999 - 2001
D.A.R.E. Inc January 1997 - January 1999
Skills
Marketing, Public Speaking, Strategic Planning, Marketing Strategy, Direct Marketing, Marketing Communications, Social Media, Sales, Online Advertising, Social Media Marketing, Coaching, New Business Development, Management, Advertising, Event Planning, Integrated Marketing, Public Relations, Business Strategy, Program Management, Nonprofits, Newsletters, Strategy, Event Management, Social Networking, Fundraising, Business Development, Leadership, Community Development, Entertainment, Strategic Communications, Editing, Blogging, Creative Writing, Media Relations, Community Outreach, Copywriting, Writing, Teaching, Corporate Communications, Publishing, Project Management, Leadership Development, Digital Media, Press Releases, Publications, Internal Communications, Copy Editing, Program Development, Media Planning, Web Content
Education
Vermont College of Fine Arts 2012 — 2015
Master of Fine Arts (MFA), Creative Writing (Poetry and Fiction)
Edinburgh Business School, Heriot-Watt University 2001 — 2004
Masters, Business Administration
Northwestern University 1985 — 1989
Bachelor of Arts, College of Arts and Sciences, Political Science, History and African Studies
Connie Page Connie Page's Transamerica Experience 2003 - 2005
Job Director of Compliance at Cetera Advisor Netwoks LLC
Industry Financial Services
Experience
Cetera Advisor Netwoks LLC December 2013 - Present
Cetera Financial Group September 2009 - December 2013
ING Advisors Network December 2005 - August 2009
Transamerica 2003 - 2005
Great-West Life and Annuity Insurance Company 1997 - 2003
Skills
Compliance, FINRA, Securities, Investments, Mutual Funds, Social Media
Education
Denver Paralegal Institute 1997 — 1998
Paralegal Certificate, Legal
Occidental College 1970 — 1974
A.B., Sociology and Education
Cetera Advisor Netwoks LLC December 2013 - Present
Cetera Financial Group September 2009 - December 2013
ING Advisors Network December 2005 - August 2009
Transamerica 2003 - 2005
Great-West Life and Annuity Insurance Company 1997 - 2003
Skills
Compliance, FINRA, Securities, Investments, Mutual Funds, Social Media
Education
Denver Paralegal Institute 1997 — 1998
Paralegal Certificate, Legal
Occidental College 1970 — 1974
A.B., Sociology and Education
DanKatrina Yu DanKatrina Yu's Transamerica Experience December 2014 - March 2015
Job Analyst at Boston Energy Trading and Marketing, an NRG Energy Company
Industry Financial Services
Experience
Boston Energy Trading and Marketing April 2015 - Present
Burke & Associates CPAs, Inc March 2015 - April 2015
Transamerica December 2014 - March 2015
China Life Insurance Co.Ltd June 2013 - August 2013
Toastmasters International April 2012 - June 2013
Bank of China June 2012 - August 2012
Press Center of Xiamen University September 2009 - August 2011
Skills
Financial Analysis, Analysis, Data Analysis, Microsoft Excel, Finance, Insurance, Financial Services, Risk Management, Life Insurance, Health Insurance, Accounting, Project Management, Bloomberg Terminal, Language Teaching, Tutoring, Radio Broadcasting, Broadcast Journalism, Public Speaking, Team Management, English, Korean, Chinese, Event Management, Leadership Development, Banking, Investments
Education
Northeastern University 2013 — 2014
Master of Science (MS), Finance and Financial Management Services
Xiamen University 2009 — 2013
Bachelor of Arts (BA), Finance
Boston Energy Trading and Marketing April 2015 - Present
Burke & Associates CPAs, Inc March 2015 - April 2015
Transamerica December 2014 - March 2015
China Life Insurance Co.Ltd June 2013 - August 2013
Toastmasters International April 2012 - June 2013
Bank of China June 2012 - August 2012
Press Center of Xiamen University September 2009 - August 2011
Skills
Financial Analysis, Analysis, Data Analysis, Microsoft Excel, Finance, Insurance, Financial Services, Risk Management, Life Insurance, Health Insurance, Accounting, Project Management, Bloomberg Terminal, Language Teaching, Tutoring, Radio Broadcasting, Broadcast Journalism, Public Speaking, Team Management, English, Korean, Chinese, Event Management, Leadership Development, Banking, Investments
Education
Northeastern University 2013 — 2014
Master of Science (MS), Finance and Financial Management Services
Xiamen University 2009 — 2013
Bachelor of Arts (BA), Finance
Julia Cuvelier Julia Cuvelier's Transamerica Experience February 2014 - Present
Job EBS Accounting Intern at Transamerica
Industry Accounting
Experience
Transamerica February 2014 - Present
Mount Mercy University August 2011 - Present
Bank Iowa May 2012 - December 2013
Skills
PowerPoint, Microsoft Excel, Accounting, Access, Microsoft Word, Microsoft Office, Teamwork, Time Management, Outlook, Customer Service, Event Planning, Financial Analysis, Social Media
Education
Mount Mercy University 2011 — 2015
Accounting and Finance, Sophomore
Northeast Iowa Community College-Calmar 2009 — 2011
Finance and Human Resources Management with a Minor in Accounting
Turkey Valley Community High School 2006 — 2011
High School Diploma
Transamerica February 2014 - Present
Mount Mercy University August 2011 - Present
Bank Iowa May 2012 - December 2013
Skills
PowerPoint, Microsoft Excel, Accounting, Access, Microsoft Word, Microsoft Office, Teamwork, Time Management, Outlook, Customer Service, Event Planning, Financial Analysis, Social Media
Education
Mount Mercy University 2011 — 2015
Accounting and Finance, Sophomore
Northeast Iowa Community College-Calmar 2009 — 2011
Finance and Human Resources Management with a Minor in Accounting
Turkey Valley Community High School 2006 — 2011
High School Diploma
Deborah Session's Transamerica Experience November 2008 - October 2013
Job Financial Analyst at EY
Industry Financial Services
Experience
EY May 2015 - Present
Transamerica November 2008 - October 2013
CITGO Petroleum September 2007 - August 2010
7-Eleven June 2000 - August 2005
Skills
Microsoft Excel, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Pivot Tables, Vlookup, Metrics, Management
Education
Northwood University
Bachelor's Degree, Business Administration, Management and Operations
Plano Senior High
High School, General Studies
EY May 2015 - Present
Transamerica November 2008 - October 2013
CITGO Petroleum September 2007 - August 2010
7-Eleven June 2000 - August 2005
Skills
Microsoft Excel, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Pivot Tables, Vlookup, Metrics, Management
Education
Northwood University
Bachelor's Degree, Business Administration, Management and Operations
Plano Senior High
High School, General Studies
Michael Henriques Michael Henriques's Transamerica Experience August 2014 - Present
Job Financial Consultant at Transamerica
Industry Financial Services
Experience
Transamerica August 2014 - Present
Whole Foods Market June 2011 - Present
CVS Caremark Corporation May 2008 - August 2010
Cost Plus World Market August 2006 - March 2008
Skills
Team Building, Shrink Management, Profits & Growth, Customer Service, Order Management, Mentoring, Leadership Development, Training, Time Management, Store Management, Retail Sales, Retail, Process Scheduler, Planograms, P, Merchandising, Loss Prevention, Inventory Management, Inventory Control, Leadership, Team Leadership, Driving Results, Customer Satisfaction, Sales Management, Management, Finance, Hiring
Education
Oregon State University 1997 — 1999
Bachelor of Arts (B.A.)
Transamerica August 2014 - Present
Whole Foods Market June 2011 - Present
CVS Caremark Corporation May 2008 - August 2010
Cost Plus World Market August 2006 - March 2008
Skills
Team Building, Shrink Management, Profits & Growth, Customer Service, Order Management, Mentoring, Leadership Development, Training, Time Management, Store Management, Retail Sales, Retail, Process Scheduler, Planograms, P, Merchandising, Loss Prevention, Inventory Management, Inventory Control, Leadership, Team Leadership, Driving Results, Customer Satisfaction, Sales Management, Management, Finance, Hiring
Education
Oregon State University 1997 — 1999
Bachelor of Arts (B.A.)
Jeff McCulloch Jeff McCulloch's Transamerica Experience August 1998 - March 2000
Job
Industry Financial Services
Experience
Gupta Wealth Management October 2013 - Present
UBS September 2008 - September 2013
Merrill Lynch April 2000 - August 2008
Transamerica August 1998 - March 2000
Education
Northwestern University 1994 — 1998
BA, Statistics, Economics
Gupta Wealth Management October 2013 - Present
UBS September 2008 - September 2013
Merrill Lynch April 2000 - August 2008
Transamerica August 1998 - March 2000
Education
Northwestern University 1994 — 1998
BA, Statistics, Economics
Jack Wehr's Transamerica Experience
Job Disabled, social security disability
Industry Financial Services
Experience
Transamerica
Skills
Sales, Customer Service, Team Building
Education
Thomas More College 1989 — 1990
Business
Northern Kentucky University 1981 — 1985
Transamerica
Skills
Sales, Customer Service, Team Building
Education
Thomas More College 1989 — 1990
Business
Northern Kentucky University 1981 — 1985
Camden Johnson Camden Johnson's Transamerica Experience January 2015 - Present
Job
Industry
Experience
Transamerica January 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop
Education
Northeastern University 2012 — 2017
International Affairs and Economics
Transamerica January 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop
Education
Northeastern University 2012 — 2017
International Affairs and Economics
Jim Bode, CRPC Jim Bode, CRPC's Transamerica Experience October 2008 - December 2009
Job Managing Partner Beck Bode Wealth Management, LLC
Industry Financial Services
Experience
Beck Bode Wealth Management, LLC February 2013 - Present
LPL Financial 2013 - 2014
Merrill Lynch November 2009 - February 2013
Transamerica October 2008 - December 2009
Skills
Retirement Planning, Management, Wealth Management, Investments, Finance, Financial Advisory, Retirement, Mutual Funds, Financial Planning, Series 7
Education
Northeastern University 1997 — 2002
Needham
Beck Bode Wealth Management, LLC February 2013 - Present
LPL Financial 2013 - 2014
Merrill Lynch November 2009 - February 2013
Transamerica October 2008 - December 2009
Skills
Retirement Planning, Management, Wealth Management, Investments, Finance, Financial Advisory, Retirement, Mutual Funds, Financial Planning, Series 7
Education
Northeastern University 1997 — 2002
Needham
Dodd Gatsos Dodd Gatsos's Transamerica Experience 2003 - 2003
Job Programming Consultant at Vought Aircraft
Industry Computer Software
Experience
The Lava Room Restaurant and Lounge November 2009 - Present
Vought Aircraft November 2008 - Present
Securus Technologies November 2003 - May 2009
EMC Mortgage 2002 - 2008
Schlumberger January 2002 - June 2003
Transamerica 2003 - 2003
PartMiner November 1999 - October 2000
May Department Stores August 1999 - October 1999
IBM Global Business Services March 1999 - August 1999
Nortel November 1997 - October 1998
Education
Ohio University 1992 — 1995
University of Cincinnati 1988 — 1989
Electrical Engineering
The Lava Room Restaurant and Lounge November 2009 - Present
Vought Aircraft November 2008 - Present
Securus Technologies November 2003 - May 2009
EMC Mortgage 2002 - 2008
Schlumberger January 2002 - June 2003
Transamerica 2003 - 2003
PartMiner November 1999 - October 2000
May Department Stores August 1999 - October 1999
IBM Global Business Services March 1999 - August 1999
Nortel November 1997 - October 1998
Education
Ohio University 1992 — 1995
University of Cincinnati 1988 — 1989
Electrical Engineering
Francis Jacobs III, CMFC's Transamerica Experience January 2006 - August 2008
Job Western Director at Merion Capital
Industry Financial Services
Experience
Merion Capital May 2013 - Present
Gugenheim Investments April 2010 - October 2012
MainStay August 2008 - November 2009
Transamerica January 2006 - August 2008
Scudder Investments January 2005 - January 2006
Merrill Lynch February 2002 - August 2004
Lincoln Financial Distributors April 2000 - October 2001
Wilmington Trust August 1999 - April 2000
Merrill Lynch April 1994 - August 1999
ED & F Man October 1993 - April 1994
Skills
CRM, Management, Leadership, Mutual Funds, Series 7, Series 63, ETFs, Variable Annuities, Alternative Investments, Structured Products, Retirement Planning, Equities, Investment Strategies, Estate Planning, Retirement, Bonds, Wealth Management, Investment Advisory, Financial Advisory, Securities, Asset Management, Sales Operations, Investment Management, Hedge Funds, Strategic Financial..., Wealth, Retirement Plan..., Investments, IRAs, Asset Allocation, Insurance, Fixed Annuities, Financial Services, Life Insurance, Separately Managed..., Relationship Management, Fixed Income, Finance, 529 Plans, FINRA, Options, Portfolio Management, Sales, Wealth Management...
Education
Ohio Wesleyan University 1989 — 1993
BA, Economics Management
The Haverford Shool 1984 — 1989
Merion Capital May 2013 - Present
Gugenheim Investments April 2010 - October 2012
MainStay August 2008 - November 2009
Transamerica January 2006 - August 2008
Scudder Investments January 2005 - January 2006
Merrill Lynch February 2002 - August 2004
Lincoln Financial Distributors April 2000 - October 2001
Wilmington Trust August 1999 - April 2000
Merrill Lynch April 1994 - August 1999
ED & F Man October 1993 - April 1994
Skills
CRM, Management, Leadership, Mutual Funds, Series 7, Series 63, ETFs, Variable Annuities, Alternative Investments, Structured Products, Retirement Planning, Equities, Investment Strategies, Estate Planning, Retirement, Bonds, Wealth Management, Investment Advisory, Financial Advisory, Securities, Asset Management, Sales Operations, Investment Management, Hedge Funds, Strategic Financial..., Wealth, Retirement Plan..., Investments, IRAs, Asset Allocation, Insurance, Fixed Annuities, Financial Services, Life Insurance, Separately Managed..., Relationship Management, Fixed Income, Finance, 529 Plans, FINRA, Options, Portfolio Management, Sales, Wealth Management...
Education
Ohio Wesleyan University 1989 — 1993
BA, Economics Management
The Haverford Shool 1984 — 1989
Chester Chet Stockton's Transamerica Experience 1987 - 1994
Job Sr. Principal Solutions Engineer at Veritas
Industry Information Technology and Services
Experience
Veritas Technologies LLC July 2005 - Present
Kaiser Permanente IT July 1999 - July 2005
Farmers Insurance 1998 - 1999
AIG 1995 - 1998
Candle Corporation 1994 - 1995
Transamerica 1987 - 1994
Skills
Cluster, Cloud Computing, Data Center, Disaster Recovery, Enterprise Architecture, Enterprise Software, High Availability, VMware, Unix
Education
Pasadena City College
Associate Arts, Business Administration
Veritas Technologies LLC July 2005 - Present
Kaiser Permanente IT July 1999 - July 2005
Farmers Insurance 1998 - 1999
AIG 1995 - 1998
Candle Corporation 1994 - 1995
Transamerica 1987 - 1994
Skills
Cluster, Cloud Computing, Data Center, Disaster Recovery, Enterprise Architecture, Enterprise Software, High Availability, VMware, Unix
Education
Pasadena City College
Associate Arts, Business Administration
Michael Plewik Michael Plewik's Transamerica Experience October 2011 - August 2012
Job Financial Sales/Service Professional
Industry Financial Services
Experience
Albrige Wealth Reporting April 2014 - Present
Transamerica October 2011 - August 2012
Transamerica Retirement Services October 2011 - August 2012
ExpertPlan November 2010 - October 2011
Merrill Lynch February 2002 - February 2009
Merrill Lynch February 2002 - February 2009
Merrill Lynch Direct February 2002 - June 2002
First Union Securities January 2001 - January 2001
Skills
Retirement Planning, Mutual Funds, Investments, Retirement, Wealth Management, Series 7, CRM, Portfolio Management, Strategy, Strategic Financial..., Insurance, 401k, Management, Training, Finance, ARPC, Series 63, Financial Services
Education
The College of New Jersey 1997 — 2000
Business Administration
Ocean County College 1995 — 1996
Business
Albrige Wealth Reporting April 2014 - Present
Transamerica October 2011 - August 2012
Transamerica Retirement Services October 2011 - August 2012
ExpertPlan November 2010 - October 2011
Merrill Lynch February 2002 - February 2009
Merrill Lynch February 2002 - February 2009
Merrill Lynch Direct February 2002 - June 2002
First Union Securities January 2001 - January 2001
Skills
Retirement Planning, Mutual Funds, Investments, Retirement, Wealth Management, Series 7, CRM, Portfolio Management, Strategy, Strategic Financial..., Insurance, 401k, Management, Training, Finance, ARPC, Series 63, Financial Services
Education
The College of New Jersey 1997 — 2000
Business Administration
Ocean County College 1995 — 1996
Business
Julie Scheibe Julie Scheibe's Transamerica Experience June 1987 - February 1991
Job Senior Claims Specialist
Industry Insurance
Experience
Licensed Insurance Agent February 2009 - Present
Stormpro Construction LLC January 2009 - Present
Menards March 2011 - March 2012
Liberty Mutual May 1991 - October 2008
Transamerica June 1987 - February 1991
Skills
Customer Service, Property, Insurance, Commercial Insurance, Health Insurance, Legal Liability, Liability, Life Insurance, Umbrella Insurance, General Insurance, Casualty, Commercial Lines, Claim, Workers Compensation, Accident Insurance, Liability Analysis, Accident, Licensed Property, Licensed Life, Homeowners
Education
Northeastern Illinois University 1984 — 1994
Licensed Insurance Agent February 2009 - Present
Stormpro Construction LLC January 2009 - Present
Menards March 2011 - March 2012
Liberty Mutual May 1991 - October 2008
Transamerica June 1987 - February 1991
Skills
Customer Service, Property, Insurance, Commercial Insurance, Health Insurance, Legal Liability, Liability, Life Insurance, Umbrella Insurance, General Insurance, Casualty, Commercial Lines, Claim, Workers Compensation, Accident Insurance, Liability Analysis, Accident, Licensed Property, Licensed Life, Homeowners
Education
Northeastern Illinois University 1984 — 1994
Scott Kaas Scott Kaas's Transamerica Experience April 2002 - Present
Job Senior Network Engineer at AEGON
Industry Insurance
Experience
Transamerica April 2002 - Present
McLeodUSA July 2000 - April 2002
US Bank January 1997 - July 2000
National Security Agency December 1994 - January 1997
US Navy December 1991 - December 1994
Skills
Wireless Networking, Network Design, Network Engineering, Network Security, Data Center, Security, CCNA, Windows Server, Cisco Technologies, Disaster Recovery, VMware ESX, Firewalls, Citrix, Troubleshooting, Virtualization, Networking, Active Directory, WAN, Information Security, Routers, Switches, VPN, TCP/IP, Cisco Wireless, Cisco Routers, DNS, VoIP, Integration, System Deployment, Technical Support, Wireshark, CISSP, Cloud Computing, Information Technology, Telecommunications, Visio
Education
Oregon Institute of Technology 2010 — 2011
MIS
Transamerica April 2002 - Present
McLeodUSA July 2000 - April 2002
US Bank January 1997 - July 2000
National Security Agency December 1994 - January 1997
US Navy December 1991 - December 1994
Skills
Wireless Networking, Network Design, Network Engineering, Network Security, Data Center, Security, CCNA, Windows Server, Cisco Technologies, Disaster Recovery, VMware ESX, Firewalls, Citrix, Troubleshooting, Virtualization, Networking, Active Directory, WAN, Information Security, Routers, Switches, VPN, TCP/IP, Cisco Wireless, Cisco Routers, DNS, VoIP, Integration, System Deployment, Technical Support, Wireshark, CISSP, Cloud Computing, Information Technology, Telecommunications, Visio
Education
Oregon Institute of Technology 2010 — 2011
MIS
Heather Van Nest Heather Van Nest's Transamerica Experience July 2013 - Present
Job Director, Contact Center at Transamerica
Industry Security and Investigations
Experience
Transamerica July 2013 - Present
First Advantage December 2009 - July 2013
First Advantage July 2004 - December 2009
Wackenhut August 2000 - July 2004
Skills
Employee Relations, Team Building, Onboarding, Customer Service..., Account Management, Operations Management, Operational Efficiency, Time Management, Coaching, Management, Customer Service, Quality Assurance, Customer Retention, Project Management, Training, CRM, Human Resources, Change Management, Leadership, Recruiting, Salesforce.com, Payroll, Sourcing, Employee Engagement, Talent Acquisition, Talent Management, Team Management, Hiring, Six Sigma, Business Development, Cold Calling, Leadership Development, Performance Management, Applicant Tracking..., Vendor Management, Software Documentation, Marketing, HRIS, Interviews, Employee Benefits, Workforce Management, Outsourcing, Data Entry, Screening, Executive Management, Employee Training, Organizational..., Strategic Planning, Benefits Administration, Sales
Education
Ohio University 1996 — 2000
Bachelor of Arts, Political Science
Transamerica July 2013 - Present
First Advantage December 2009 - July 2013
First Advantage July 2004 - December 2009
Wackenhut August 2000 - July 2004
Skills
Employee Relations, Team Building, Onboarding, Customer Service..., Account Management, Operations Management, Operational Efficiency, Time Management, Coaching, Management, Customer Service, Quality Assurance, Customer Retention, Project Management, Training, CRM, Human Resources, Change Management, Leadership, Recruiting, Salesforce.com, Payroll, Sourcing, Employee Engagement, Talent Acquisition, Talent Management, Team Management, Hiring, Six Sigma, Business Development, Cold Calling, Leadership Development, Performance Management, Applicant Tracking..., Vendor Management, Software Documentation, Marketing, HRIS, Interviews, Employee Benefits, Workforce Management, Outsourcing, Data Entry, Screening, Executive Management, Employee Training, Organizational..., Strategic Planning, Benefits Administration, Sales
Education
Ohio University 1996 — 2000
Bachelor of Arts, Political Science
Caroline Elrod, J.D. Caroline Elrod, J.D.'s Transamerica Experience June 2014 - Present
Job Associate Consultant Advanced Marketing at Transamerica Life and Protection
Industry Legal Services
Experience
Transamerica June 2014 - Present
The Hakala Law Group May 2012 - May 2014
Skills
Financial Services, Estate Planning, Trusts, Document Drafting, Intellectual Property, Motions, Trial Practice, Litigation, Legal Issues, Corporate Law, Torts, Employment..., Trials
Education
Northeastern University School of Law 2006 — 2009
Doctor of Law (J.D.)
CSULB 2003 — 2005
Bachelor of Arts (B.A.)
Transamerica June 2014 - Present
The Hakala Law Group May 2012 - May 2014
Skills
Financial Services, Estate Planning, Trusts, Document Drafting, Intellectual Property, Motions, Trial Practice, Litigation, Legal Issues, Corporate Law, Torts, Employment..., Trials
Education
Northeastern University School of Law 2006 — 2009
Doctor of Law (J.D.)
CSULB 2003 — 2005
Bachelor of Arts (B.A.)
Michael Zahariades, APR's Transamerica Experience January 2008 - January 2011
Job Director of Sales and Marketing at Retirement Plan Administrators, LLC
Industry Financial Services
Experience
Retirement Plan Administrators, LLC May 2015 - Present
Transamerica Retirement Services January 2011 - Present
Transamerica January 2008 - January 2011
John Hancock/Manulife Financial December 2004 - January 2008
MassMutual Financial Group September 1999 - December 2004
Manulife Financial 1995 - September 1999
Skills
401k, Retirement, Retirement Planning, Pensions, ERISA, Insurance, Financial Advisory, Marketing, Employee Benefits
Education
Northeastern University 1984 — 1989
BS, Business Management
West Haven High School
Retirement Plan Administrators, LLC May 2015 - Present
Transamerica Retirement Services January 2011 - Present
Transamerica January 2008 - January 2011
John Hancock/Manulife Financial December 2004 - January 2008
MassMutual Financial Group September 1999 - December 2004
Manulife Financial 1995 - September 1999
Skills
401k, Retirement, Retirement Planning, Pensions, ERISA, Insurance, Financial Advisory, Marketing, Employee Benefits
Education
Northeastern University 1984 — 1989
BS, Business Management
West Haven High School
Barbara Scribano Wolff's Transamerica Experience April 2015 - Present
Job Senior User Experience Designer at Transamerica
Industry Online Media
Experience
Transamerica April 2015 - Present
International Academy of Digital Arts and Sciences January 2011 - Present
MRM // McCann July 2008 - March 2015
Gartner September 2007 - July 2008
S2N Media, Inc 1998 - 2007
IBM, PC Company February 1997 - 1998
Prodigy Services 1988 - 1996
Skills
Information Architecture, Interaction Design, User Experience, OmniGraffle, User Research, Adobe Creative Suite, Visual Design, Visio, Usability Testing, User-centered Design, Heuristic Evaluation, User Interface Design, Wireframes, Content Strategy, Contextual Inquiry, Usability, User Interface, Site Maps, Card Sorting, Information Design, User Experience Design, Experience Design, Creative Direction, Wire Framing, Human Computer..., Mobile Devices, Web Development, Design Thinking, User Scenarios, Paper Prototyping, Flash, Digital Strategy, Persona, Online Advertising, Usability Engineering, SEO, Mobile Design, Art Direction, Dreamweaver, Interactive Advertising, Task Analysis, Accessibility, Interactive Media, Heuristic Analysis, Storyboarding, Web Project Management, CMS, User Journeys, Ethnography
Education
Coursera.org - Univ of Penn 2013 — 2013
Gamification with Kevin Werbach, Wharton School
Coursera: Stanford University (Online) 2012 — 2012
Monitored Class, Human Computer Interaction
Nielsen Norman Group 2012 — 2012
Information Architecture
Pace University-Pleasantville/Briarcliff Campus 2004 — 2005
Computer Programming and Educational Psychology, A, B+
Parsons School of Design 1991 — 1996
Professional classes
State University of New York College at Oneonta
BA, Math, Fine Art, Honor in Major, Deans List
Transamerica April 2015 - Present
International Academy of Digital Arts and Sciences January 2011 - Present
MRM // McCann July 2008 - March 2015
Gartner September 2007 - July 2008
S2N Media, Inc 1998 - 2007
IBM, PC Company February 1997 - 1998
Prodigy Services 1988 - 1996
Skills
Information Architecture, Interaction Design, User Experience, OmniGraffle, User Research, Adobe Creative Suite, Visual Design, Visio, Usability Testing, User-centered Design, Heuristic Evaluation, User Interface Design, Wireframes, Content Strategy, Contextual Inquiry, Usability, User Interface, Site Maps, Card Sorting, Information Design, User Experience Design, Experience Design, Creative Direction, Wire Framing, Human Computer..., Mobile Devices, Web Development, Design Thinking, User Scenarios, Paper Prototyping, Flash, Digital Strategy, Persona, Online Advertising, Usability Engineering, SEO, Mobile Design, Art Direction, Dreamweaver, Interactive Advertising, Task Analysis, Accessibility, Interactive Media, Heuristic Analysis, Storyboarding, Web Project Management, CMS, User Journeys, Ethnography
Education
Coursera.org - Univ of Penn 2013 — 2013
Gamification with Kevin Werbach, Wharton School
Coursera: Stanford University (Online) 2012 — 2012
Monitored Class, Human Computer Interaction
Nielsen Norman Group 2012 — 2012
Information Architecture
Pace University-Pleasantville/Briarcliff Campus 2004 — 2005
Computer Programming and Educational Psychology, A, B+
Parsons School of Design 1991 — 1996
Professional classes
State University of New York College at Oneonta
BA, Math, Fine Art, Honor in Major, Deans List
Angelie Thurmon's Transamerica Experience 1998 - 2001
Job Manager, Federal & International Tax
Industry Pharmaceuticals
Experience
Fresenius Kabi USA (previously APP Pharmaceuticals) 2012 - Present
Ingredion (FKA Corn Products International) June 2010 - March 2012
CNH November 2007 - May 2009
ServiceMaster May 2001 - 2007
Transamerica 1998 - 2001
Skills
Tax Accounting, International Tax, Tax, Accounting
Education
Northern Illinois University 1998 — 2002
Master of Science, Taxation
University of Redlands 1987 — 1990
BS, Accounting
Fresenius Kabi USA (previously APP Pharmaceuticals) 2012 - Present
Ingredion (FKA Corn Products International) June 2010 - March 2012
CNH November 2007 - May 2009
ServiceMaster May 2001 - 2007
Transamerica 1998 - 2001
Skills
Tax Accounting, International Tax, Tax, Accounting
Education
Northern Illinois University 1998 — 2002
Master of Science, Taxation
University of Redlands 1987 — 1990
BS, Accounting
Absolom Larry's Transamerica Experience May 2010 - Present
Job Owner at Royalty Cleaning & Cleanouts
Industry Retail
Experience
Royalty Cleaning & Cleanouts June 2012 - Present
Transamerica May 2010 - Present
Crate & Barrel July 2008 - May 2010
Crate&Barrel January 2008 - May 2010
Kmart2006 - 2008 May 2006 - July 2008
Sears 2001 - July 2008
Sears Holdings Corporation 2000 - July 2008
Sears2005 - 2006 April 2005 - May 2006
Sears- The Great Indoors January 2001 - January 2004
The Great Indoors 2000 - 2003
Skills
Inventory Management, Forecasting, Merchandising, Retail, Supply Chain, Customer Service, Training, Profit, Logistics, Purchasing, Analysis, Sales, Budgets, Team Building, Management
Education
University of Illinois at Chicago 1993 — 1995
Bachelor of Science, Marketing
Northern Illinois University 1990 — 1991
BS, Marketing
Royalty Cleaning & Cleanouts June 2012 - Present
Transamerica May 2010 - Present
Crate & Barrel July 2008 - May 2010
Crate&Barrel January 2008 - May 2010
Kmart2006 - 2008 May 2006 - July 2008
Sears 2001 - July 2008
Sears Holdings Corporation 2000 - July 2008
Sears2005 - 2006 April 2005 - May 2006
Sears- The Great Indoors January 2001 - January 2004
The Great Indoors 2000 - 2003
Skills
Inventory Management, Forecasting, Merchandising, Retail, Supply Chain, Customer Service, Training, Profit, Logistics, Purchasing, Analysis, Sales, Budgets, Team Building, Management
Education
University of Illinois at Chicago 1993 — 1995
Bachelor of Science, Marketing
Northern Illinois University 1990 — 1991
BS, Marketing
Stacy Eisman's Transamerica Experience 1997 - 1999
Job Data Analyst
Industry Information Services
Experience
xpedx July 2000 - May 2006
Kemper Financial Services July 1999 - July 2000
Transamerica 1997 - 1999
Education
Park University 2003 — 2005
xpedx July 2000 - May 2006
Kemper Financial Services July 1999 - July 2000
Transamerica 1997 - 1999
Education
Park University 2003 — 2005
Denise Brown's Transamerica Experience 1997 - 1999
Job Chief Credit and Risk Officer at Harley Davidson Financial Services
Industry Banking
Experience
Harley Davidson Financial Services November 2007 - Present
Merrill Lynch Business Financial Services January 2006 - September 2007
Merrill Lynch Capital February 2002 - December 2005
Small Business Owner September 2001 - July 2002
GE Financial Assurance December 1999 - April 2001
Transamerica 1997 - 1999
GE Capital 1995 - 1997
GE Capital May 1994 - December 1995
GE Capital December 1991 - May 1994
GE Capital June 1985 - December 1991
Skills
Financial Risk, Credit Risk, Mergers & Acquisitions, Change Management, Leadership, Credit Cards, Business Analysis, Start-ups, Credit Analysis, Portfolio Management, Banking, Pricing, Loans, Underwriting, Financial Analysis, Risk Management, Financial Services, Credit
Education
Northwestern University 2013 — 2013
Certificate, Kellogg Executive Education: Corporate Governance - Effectiveness in the Boardroom
Northwestern University 1986 — 1993
BSGS, Economics
Harley Davidson Financial Services November 2007 - Present
Merrill Lynch Business Financial Services January 2006 - September 2007
Merrill Lynch Capital February 2002 - December 2005
Small Business Owner September 2001 - July 2002
GE Financial Assurance December 1999 - April 2001
Transamerica 1997 - 1999
GE Capital 1995 - 1997
GE Capital May 1994 - December 1995
GE Capital December 1991 - May 1994
GE Capital June 1985 - December 1991
Skills
Financial Risk, Credit Risk, Mergers & Acquisitions, Change Management, Leadership, Credit Cards, Business Analysis, Start-ups, Credit Analysis, Portfolio Management, Banking, Pricing, Loans, Underwriting, Financial Analysis, Risk Management, Financial Services, Credit
Education
Northwestern University 2013 — 2013
Certificate, Kellogg Executive Education: Corporate Governance - Effectiveness in the Boardroom
Northwestern University 1986 — 1993
BSGS, Economics
Glenn Fredrickson's Transamerica Experience August 2008 - Present
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica August 2008 - Present
Plexus Associates March 1999 - October 2007
Skills
Mutual Funds, Retirement Planning, Series 7, Variable Annuities, 401k, Alternative Investments, Asset Allocation, Fixed Annuities, Series 63, Wealth Management, Retirement
Education
Regis University 1998 — 1999
Bachelor of Science (B.S.), Finance
Oklahoma State University 1989 — 1992
Finance, General, 3.4
Transamerica August 2008 - Present
Plexus Associates March 1999 - October 2007
Skills
Mutual Funds, Retirement Planning, Series 7, Variable Annuities, 401k, Alternative Investments, Asset Allocation, Fixed Annuities, Series 63, Wealth Management, Retirement
Education
Regis University 1998 — 1999
Bachelor of Science (B.S.), Finance
Oklahoma State University 1989 — 1992
Finance, General, 3.4
Jen Osbeck's Transamerica Experience May 2014 - Present
Job Director of Data Management at Transamerica
Industry Computer Software
Experience
Transamerica May 2014 - Present
VyStar Credit Union 2012 - 2014
ING January 2002 - 2012
Skills
SQL, Data Warehousing, ITIL, Databases, Requirements Analysis, ETL, Business Analysis, Agile Methodologies, Microsoft SQL Server, SDLC, PL/SQL, Data Modeling, Visio
Education
Northwood University 1995 — 1999
MIS, Computer Science
Transamerica May 2014 - Present
VyStar Credit Union 2012 - 2014
ING January 2002 - 2012
Skills
SQL, Data Warehousing, ITIL, Databases, Requirements Analysis, ETL, Business Analysis, Agile Methodologies, Microsoft SQL Server, SDLC, PL/SQL, Data Modeling, Visio
Education
Northwood University 1995 — 1999
MIS, Computer Science
Kenneth Sepp's Transamerica Experience 1991 - 1997
Job Managing Director at Wachovia
Industry Banking
Experience
Wachovia 2001 - Present
Congress Financial 2001 - 2008
FINOVA Capital Corporation 1997 - 2001
Transamerica 1991 - 1997
Westinghouse Credit 1990 - 1991
Heller Financial 1989 - 1989
GE Capital 1974 - 1988
Education
Pace University - Lubin School of Business
Wachovia 2001 - Present
Congress Financial 2001 - 2008
FINOVA Capital Corporation 1997 - 2001
Transamerica 1991 - 1997
Westinghouse Credit 1990 - 1991
Heller Financial 1989 - 1989
GE Capital 1974 - 1988
Education
Pace University - Lubin School of Business
Sandi Dryer Moleski's Transamerica Experience June 1998 - December 1999
Job Vice President, Managing Director in Retirement Services
Industry Financial Services
Experience
Fidelity Investments January 2008 - Present
MassMutual May 2005 - 2008
Great-West Retirement Services January 2004 - May 2005
Prudential Financial January 2000 - January 2004
Transamerica June 1998 - December 1999
Skills
Employee Benefits, Retirement, Customer Relations, Plan Design, 401k, Business Planning, Customer Service, Investments, Management, Relationship Management, Sales, Series 63
Education
Northwestern University 1994 — 1998
BS in Speech, Communications/International Studies
Fidelity Investments January 2008 - Present
MassMutual May 2005 - 2008
Great-West Retirement Services January 2004 - May 2005
Prudential Financial January 2000 - January 2004
Transamerica June 1998 - December 1999
Skills
Employee Benefits, Retirement, Customer Relations, Plan Design, 401k, Business Planning, Customer Service, Investments, Management, Relationship Management, Sales, Series 63
Education
Northwestern University 1994 — 1998
BS in Speech, Communications/International Studies
Liz Hickman's Transamerica Experience August 2014 - Present
Job Associate Director Underwriting, RAP!D Business Team at Transamerica
Industry Insurance
Experience
SCOR September 2015 - Present
Transamerica August 2014 - Present
Transamerica Life Insurance Company March 2003 - March 2014
Transamerica Life Insurance Company March 2011 - May 2012
Great American Life Insurance Company August 2000 - March 2003
The Midland Life Insurance Company August 1998 - July 2000
The Midland Life Insurance Company November 1993 - August 1998
Skills
Life Insurance, Underwriting, Retirement Planning, Fixed Annuities, Term Life Insurance, Reinsurance, Health Insurance, Disability Insurance, Financial Risk, Employee Benefits, General Insurance, Brokers
Education
Life Management Institute
Bachelor of Arts, Psychology
Otterbein University 1989 — 1993
Bachelor of Arts (B.A.), Psychology
SCOR September 2015 - Present
Transamerica August 2014 - Present
Transamerica Life Insurance Company March 2003 - March 2014
Transamerica Life Insurance Company March 2011 - May 2012
Great American Life Insurance Company August 2000 - March 2003
The Midland Life Insurance Company August 1998 - July 2000
The Midland Life Insurance Company November 1993 - August 1998
Skills
Life Insurance, Underwriting, Retirement Planning, Fixed Annuities, Term Life Insurance, Reinsurance, Health Insurance, Disability Insurance, Financial Risk, Employee Benefits, General Insurance, Brokers
Education
Life Management Institute
Bachelor of Arts, Psychology
Otterbein University 1989 — 1993
Bachelor of Arts (B.A.), Psychology
Deborah Mutzabaugh, CIA, CPA's Transamerica Experience 1997 - 1998
Job Internal ReviewSpecialist at FDIC
Industry Accounting
Experience
FDIC April 2012 - Present
FDIC April 2010 - Present
Quantum / G&A Partners December 2009 - April 2010
Weaver and Tidwell October 2007 - August 2009
Tatum LLC (formerly The Controller Group) April 2006 - October 2007
JP Morgan Chase & Co. 2000 - 2006
Citi Group (formerly The Associates) 1998 - 2000
Transamerica 1997 - 1998
Ernst & Young 1995 - 1997
NationsBank (now Bank of America) 1985 - 1995
Skills
Auditing
Education
Old Dominion University 1982 — 1985
BSBA, Accounting
FDIC April 2012 - Present
FDIC April 2010 - Present
Quantum / G&A Partners December 2009 - April 2010
Weaver and Tidwell October 2007 - August 2009
Tatum LLC (formerly The Controller Group) April 2006 - October 2007
JP Morgan Chase & Co. 2000 - 2006
Citi Group (formerly The Associates) 1998 - 2000
Transamerica 1997 - 1998
Ernst & Young 1995 - 1997
NationsBank (now Bank of America) 1985 - 1995
Skills
Auditing
Education
Old Dominion University 1982 — 1985
BSBA, Accounting
Sara Earnest's Transamerica Experience 1999 - Present
Job Product Development Manager at AEGON Direct Marketing
Industry Program Development
Experience
AEGON Direct Marketing Director of Product DevelopmentAegon Direct Marketing Service1999 - Present
Transamerica 1999 - Present
Education
Oklahoma State University
AEGON Direct Marketing Director of Product DevelopmentAegon Direct Marketing Service1999 - Present
Transamerica 1999 - Present
Education
Oklahoma State University
Pamela Brown's Transamerica Experience 1996 - 2000
Job CoOwner at BRP Properties
Industry Construction
Experience
BRP Properties May 2013 - Present
The Bronson Companies November 2003 - July 2015
US Digital Gaming January 2011 - December 2014
Acacia Events March 2003 - December 2004
Transamerica 1996 - 2000
Security First Group 1989 - 1991
Monsieur Henri May 1987 - April 1989
Skills
Accounting, Microsoft Excel, Outlook, PowerPoint, Payroll, Customer Service, QuickBooks, Microsoft Office, Event Planning, Human Resources, Leadership, Administrative..., Budgets, Microsoft Word, Insurance, Sales, Construction, Accounts Payable, Account Management, Management, Team Building, Contract Negotiation, Employee Relations, Time Management, Retail, Marketing, Social Media, Event Management
Education
Northern Illinois University - College of Business 1983 — 1987
BS, Accountancy
BRP Properties May 2013 - Present
The Bronson Companies November 2003 - July 2015
US Digital Gaming January 2011 - December 2014
Acacia Events March 2003 - December 2004
Transamerica 1996 - 2000
Security First Group 1989 - 1991
Monsieur Henri May 1987 - April 1989
Skills
Accounting, Microsoft Excel, Outlook, PowerPoint, Payroll, Customer Service, QuickBooks, Microsoft Office, Event Planning, Human Resources, Leadership, Administrative..., Budgets, Microsoft Word, Insurance, Sales, Construction, Accounts Payable, Account Management, Management, Team Building, Contract Negotiation, Employee Relations, Time Management, Retail, Marketing, Social Media, Event Management
Education
Northern Illinois University - College of Business 1983 — 1987
BS, Accountancy
Phil Filipos's Transamerica Experience June 2011 - Present
Job Hiring Full Time Positions (Base + Benefits)
Industry Insurance
Experience
Transamerica June 2011 - Present
Tom Tom Business Solutions June 2010 - June 2011
Fleetmatics March 2006 - June 2010
Discmasters March 2000 - June 2006
Skills
Cold Calling, Sales Process, New Business Development, Strategic Partnerships, Direct Sales, B2B, Lead Generation, CRM, Sales Presentations, Account Management, Salesforce.com, Sales Operations, Sales, Solution Selling, Key Account Management, Selling, Contract Negotiation, Leadership, Sales Management, Team Building, SaaS, Business Development, Training, Coaching, Customer Retention, Networking, Customer Service, Negotiation, Marketing, Management, Customer Satisfaction, Marketing Strategy, Team Leadership, Product Marketing, Strategic Planning, Start-ups, Product Management, Strategy, Business Strategy, Forecasting, Cloud Computing, Mobile Devices
Education
Northern Illinois University 1984 — 1987
BS, Psychology
kaneland 1980 — 1984
High School Diploma, Psychology
Transamerica June 2011 - Present
Tom Tom Business Solutions June 2010 - June 2011
Fleetmatics March 2006 - June 2010
Discmasters March 2000 - June 2006
Skills
Cold Calling, Sales Process, New Business Development, Strategic Partnerships, Direct Sales, B2B, Lead Generation, CRM, Sales Presentations, Account Management, Salesforce.com, Sales Operations, Sales, Solution Selling, Key Account Management, Selling, Contract Negotiation, Leadership, Sales Management, Team Building, SaaS, Business Development, Training, Coaching, Customer Retention, Networking, Customer Service, Negotiation, Marketing, Management, Customer Satisfaction, Marketing Strategy, Team Leadership, Product Marketing, Strategic Planning, Start-ups, Product Management, Strategy, Business Strategy, Forecasting, Cloud Computing, Mobile Devices
Education
Northern Illinois University 1984 — 1987
BS, Psychology
kaneland 1980 — 1984
High School Diploma, Psychology
Edward Sfreddo, PMP's Transamerica Experience 1997 - 2000
Job Sr Project Manager at BristolMyers Squibb
Industry Information Technology and Services
Experience
Bristol-Myers Squibb June 2015 - Present
Alliance Life Sciences Consulting Group, Inc September 2012 - April 2015
HighPoint Solutions July 2008 - September 2012
Sun Life Financial (IFMG) January 2006 - June 2008
D.O. Tech/Direct Thought February 2003 - December 2005
Self-employed January 2001 - December 2002
Transamerica 1997 - 2000
Skills
Integration, SDLC, SharePoint, Data Warehousing, Business Analysis, Vendor Management, Business Intelligence, Program Management, Project Management, Management, Software Development, Requirements Analysis, Process Improvement, PMO, Project Portfolio..., Cross-functional Team..., Project Planning, Leadership, Enterprise Architecture, IT Strategy, Business Process, Team Building, Software Project..., Visio, Consulting
Education
Pace University
MS, Computer Science, Computer Science
State University of New York at Albany
BS, Geology
Bristol-Myers Squibb June 2015 - Present
Alliance Life Sciences Consulting Group, Inc September 2012 - April 2015
HighPoint Solutions July 2008 - September 2012
Sun Life Financial (IFMG) January 2006 - June 2008
D.O. Tech/Direct Thought February 2003 - December 2005
Self-employed January 2001 - December 2002
Transamerica 1997 - 2000
Skills
Integration, SDLC, SharePoint, Data Warehousing, Business Analysis, Vendor Management, Business Intelligence, Program Management, Project Management, Management, Software Development, Requirements Analysis, Process Improvement, PMO, Project Portfolio..., Cross-functional Team..., Project Planning, Leadership, Enterprise Architecture, IT Strategy, Business Process, Team Building, Software Project..., Visio, Consulting
Education
Pace University
MS, Computer Science, Computer Science
State University of New York at Albany
BS, Geology
Greg Hofland's Transamerica Experience September 2000 - Present
Job Sr Compliance Analyst at Transamerica
Industry Insurance
Experience
Transamerica September 2000 - Present
Skills
Insurance, Risk Management
Education
Northwestern College 1993 — 1997
Transamerica September 2000 - Present
Skills
Insurance, Risk Management
Education
Northwestern College 1993 — 1997
Kam Mar-Havill, PMP, CSPO, FLMI's Transamerica Experience July 1984 - May 1995
Job Application Services Manager at The Capital Group Companies
Industry Information Technology and Services
Experience
The Capital Group Companies February 2013 - Present
The Capital Group Companies May 2011 - January 2013
The Capital Group Companies October 2000 - April 2011
SunAmerica 1995 - 2000
Transamerica July 1984 - May 1995
Skills
Project Management, Risk Management, Problem Management, Business Process..., Requirements Gathering, Process Improvement, Team Building, Vendor Management, SDLC, Project Planning, Team Leadership, Strategic Planning, Microsoft Excel, PowerPoint, Requirements Analysis, Analytical Skills, Business Requirements, Agile Methodologies, Software Project..., Systems Analysis, Feasibility Studies, Gap Analysis, Functional..., Business Process..., PMP, Data Analysis, Visio, Leadership, Software Documentation, Disaster Recovery, Management, Program Management, Cross-functional Team..., Enterprise Architecture, Analysis
Education
Occidental College 1980 — 1984
Bachelor of Science (BS), Economics Management
早稲田大学 1982 — 1983
Bachelor of Science (BS), Economic Management
The Capital Group Companies February 2013 - Present
The Capital Group Companies May 2011 - January 2013
The Capital Group Companies October 2000 - April 2011
SunAmerica 1995 - 2000
Transamerica July 1984 - May 1995
Skills
Project Management, Risk Management, Problem Management, Business Process..., Requirements Gathering, Process Improvement, Team Building, Vendor Management, SDLC, Project Planning, Team Leadership, Strategic Planning, Microsoft Excel, PowerPoint, Requirements Analysis, Analytical Skills, Business Requirements, Agile Methodologies, Software Project..., Systems Analysis, Feasibility Studies, Gap Analysis, Functional..., Business Process..., PMP, Data Analysis, Visio, Leadership, Software Documentation, Disaster Recovery, Management, Program Management, Cross-functional Team..., Enterprise Architecture, Analysis
Education
Occidental College 1980 — 1984
Bachelor of Science (BS), Economics Management
早稲田大学 1982 — 1983
Bachelor of Science (BS), Economic Management
Derek Concholar's Transamerica Experience March 1996 - March 1997
Job Team Leader/Supervisor at The Vanguard Group
Industry Financial Services
Experience
Vanguard 1999 - Present
The Vanguard Group March 1997 - Present
TransAmerica March 1996 - March 1997
First Interstate Bank November 1988 - March 1996
Education
Ottawa University
Vanguard 1999 - Present
The Vanguard Group March 1997 - Present
TransAmerica March 1996 - March 1997
First Interstate Bank November 1988 - March 1996
Education
Ottawa University
Penny Parsons's Transamerica Experience May 2002 - Present
Job Vice President at Transamerica
Industry Construction
Experience
Transamerica May 2002 - Present
Education
Northern Illinois University 1967 — 1970
Transamerica May 2002 - Present
Education
Northern Illinois University 1967 — 1970
Ed Salvatori's Transamerica Experience February 1985 - September 1998
Job VP,Global Internal Audit at Coach Inc
Industry Retail
Experience
Coach Inc October 2004 - March 2015
Star Gas Partners, LP 2001 - 2004
United Rentals, Inc. 1998 - 2001
Transamerica February 1985 - September 1998
Skills
Financial Analysis, Finance, Process Improvement, Internal Audit, Accounting, Sarbanes-Oxley Act, Leadership, Internal Controls
Education
Pace University
Bachelor of Business Administration (BBA), Accounting, CPA-Prep
Coach Inc October 2004 - March 2015
Star Gas Partners, LP 2001 - 2004
United Rentals, Inc. 1998 - 2001
Transamerica February 1985 - September 1998
Skills
Financial Analysis, Finance, Process Improvement, Internal Audit, Accounting, Sarbanes-Oxley Act, Leadership, Internal Controls
Education
Pace University
Bachelor of Business Administration (BBA), Accounting, CPA-Prep
Erick De La Torre's Transamerica Experience December 2007 - March 2008
Job Material Coordinator at FORBOSIEGLING
Industry Accounting
Experience
FORBO-SIEGLING July 2008 - Present
Transamerica December 2007 - March 2008
Youth Home, Inc. May 2000 - November 2007
Skills
SAP, QuickBooks
Education
Oklahoma City University 1995 — 1997
MBA, International Business Finance
FORBO-SIEGLING July 2008 - Present
Transamerica December 2007 - March 2008
Youth Home, Inc. May 2000 - November 2007
Skills
SAP, QuickBooks
Education
Oklahoma City University 1995 — 1997
MBA, International Business Finance
Veronica Mouring's Transamerica Experience November 2012 - Present
Job VP, Enterprise Solutions & Chief of Staff Affinity Markets at Transamerica
Industry Insurance
Experience
Transamerica November 2012 - Present
Transamerica October 2011 - November 2012
AEGON 1997 - October 2011
Skills
Crisis Communications, Direct Marketing, Corporate Communications, Internal Communications, Insurance, Marketing Communications, Media Relations, B2B Marketing, Strategic Planning, Team Building, Marketing Strategy, Integrated Marketing, Marketing, Strategic Communications, Public Relations, Advertising, Strategy, Email Marketing, Leadership, Market Research, Digital Marketing, Marketing Management, Social Media Marketing, CRM, Corporate Branding, Direct Mail
Education
Notre Dame of Maryland University
B.A., Communications, Business
Notre Dame of Maryland University
Communications / Business
Transamerica November 2012 - Present
Transamerica October 2011 - November 2012
AEGON 1997 - October 2011
Skills
Crisis Communications, Direct Marketing, Corporate Communications, Internal Communications, Insurance, Marketing Communications, Media Relations, B2B Marketing, Strategic Planning, Team Building, Marketing Strategy, Integrated Marketing, Marketing, Strategic Communications, Public Relations, Advertising, Strategy, Email Marketing, Leadership, Market Research, Digital Marketing, Marketing Management, Social Media Marketing, CRM, Corporate Branding, Direct Mail
Education
Notre Dame of Maryland University
B.A., Communications, Business
Notre Dame of Maryland University
Communications / Business
Janine (Kohler) Bales's Transamerica Experience April 1997 - May 2001
Job Consultant at Hays Companies
Industry Insurance
Experience
Hays Companies July 2011 - Present
Hays Companies May 2001 - July 2011
St. Pius X High School May 2007 - 2009
Transamerica April 1997 - May 2001
Americo Financial Life and Annuity Insurance Company April 1996 - March 1997
Skills
Benefits Administration, Health Insurance, Employee Benefits, Disability Insurance, Insurance, Life Insurance, Brokers, Underwriting, Customer Service, Leadership, Health Savings Accounts, Term Life Insurance, Strategic Planning, Account Management, Team Building
Education
Northwest Missouri State University 1991 — 1995
Bachelor of Science, Marketing
Hays Companies July 2011 - Present
Hays Companies May 2001 - July 2011
St. Pius X High School May 2007 - 2009
Transamerica April 1997 - May 2001
Americo Financial Life and Annuity Insurance Company April 1996 - March 1997
Skills
Benefits Administration, Health Insurance, Employee Benefits, Disability Insurance, Insurance, Life Insurance, Brokers, Underwriting, Customer Service, Leadership, Health Savings Accounts, Term Life Insurance, Strategic Planning, Account Management, Team Building
Education
Northwest Missouri State University 1991 — 1995
Bachelor of Science, Marketing
Jane Rhodes's Transamerica Experience 2000 - 2004
Job at Navistar Inc
Industry Accounting
Experience
Navistar Financial Corp November 2008 - Present
GE Commercial Distribution Finance January 2004 - July 2008
Transamerica 2000 - 2004
Skills
Accounting, Financial Analysis, Financial Reporting, Access, Accounts Payable, GAAP, Internal Controls, Sarbanes-Oxley Act, Account Reconciliation, Financial Accounting, General Ledger, Auditing, Variance Analysis, Fixed Assets, US GAAP
Education
Northern Illinois University 1996 — 2000
Bachelor's degree, Accounting
Navistar Financial Corp November 2008 - Present
GE Commercial Distribution Finance January 2004 - July 2008
Transamerica 2000 - 2004
Skills
Accounting, Financial Analysis, Financial Reporting, Access, Accounts Payable, GAAP, Internal Controls, Sarbanes-Oxley Act, Account Reconciliation, Financial Accounting, General Ledger, Auditing, Variance Analysis, Fixed Assets, US GAAP
Education
Northern Illinois University 1996 — 2000
Bachelor's degree, Accounting
Wayne Conte's Transamerica Experience 1994 - 2000
Job Senior Vice President of Corporate Payments at Electronic Funds Source LLC
Industry Financial Services
Experience
Electronic Funds Source LLC August 2014 - Present
Affinion Group 2006 - June 2014
American Express 2000 - 2006
Transamerica 1994 - 2000
Clarke American 1992 - 1994
Dollar Dry Dock Bank 1985 - 1992
Skills
Customer Acquisition, Direct Marketing, Strategic Partnerships, Analytics, Financial Services, Strategic Planning, Multi-channel Marketing, Loyalty Programs, Account Management, Marketing Strategy, Strategy, Lead Generation, New Business Development, Integrated Marketing, Relationship Management, Product Marketing, CRM, Salesforce.com, Database Marketing, Direct Mail
Education
Pace University - Lubin School of Business 1987 — 1990
Master of Business Administration (MBA), Finance and Financial Management Services
St. Lawrence University
BA Economics, Finance, General
Electronic Funds Source LLC August 2014 - Present
Affinion Group 2006 - June 2014
American Express 2000 - 2006
Transamerica 1994 - 2000
Clarke American 1992 - 1994
Dollar Dry Dock Bank 1985 - 1992
Skills
Customer Acquisition, Direct Marketing, Strategic Partnerships, Analytics, Financial Services, Strategic Planning, Multi-channel Marketing, Loyalty Programs, Account Management, Marketing Strategy, Strategy, Lead Generation, New Business Development, Integrated Marketing, Relationship Management, Product Marketing, CRM, Salesforce.com, Database Marketing, Direct Mail
Education
Pace University - Lubin School of Business 1987 — 1990
Master of Business Administration (MBA), Finance and Financial Management Services
St. Lawrence University
BA Economics, Finance, General
Kim Thorpe's Transamerica Experience 1990 - 1996
Job Supervisor Client Administration at Taylor, Bean & Whitaker
Industry Financial Services
Experience
Taylor, Bean & Whitaker January 2005 - February 2010
Taylor, Bean & Whitaker 2005 - 2007
Taylor, Bean & Whitaker 2004 - 2005
Taylor, Bean & Whitaker 2000 - 2004
Executive Funding Corporation 1996 - 2000
Transamerica 1990 - 1996
Skills
Employee Relations, CRM, Performance Management, Training, Leadership, Management, Team Building, Mortgage Banking, Risk Management, System Administration, Recruiting, Teamwork, Customer Service, Microsoft Office, Customer Satisfaction, Underwriting, Mortgage Lending, Cross-functional Team..., Time Management, Sales, Outlook, Loans, Loan Origination, Banking, B2B, Access, Software Documentation, Call Centers
Education
Northwestern University 2010 — 2013
Health Information Technology, 4.0
Taylor, Bean & Whitaker January 2005 - February 2010
Taylor, Bean & Whitaker 2005 - 2007
Taylor, Bean & Whitaker 2004 - 2005
Taylor, Bean & Whitaker 2000 - 2004
Executive Funding Corporation 1996 - 2000
Transamerica 1990 - 1996
Skills
Employee Relations, CRM, Performance Management, Training, Leadership, Management, Team Building, Mortgage Banking, Risk Management, System Administration, Recruiting, Teamwork, Customer Service, Microsoft Office, Customer Satisfaction, Underwriting, Mortgage Lending, Cross-functional Team..., Time Management, Sales, Outlook, Loans, Loan Origination, Banking, B2B, Access, Software Documentation, Call Centers
Education
Northwestern University 2010 — 2013
Health Information Technology, 4.0
Michelle Gulgren's Transamerica Experience January 1994 - October 2000
Job Vaccine Specialist at Merck
Industry Pharmaceuticals
Experience
Merck Account ManagerWheels, Inc.November 2000 - May 2002
Transamerica January 1994 - October 2000
Education
Northern Illinois University
B.A.
Merck Account ManagerWheels, Inc.November 2000 - May 2002
Transamerica January 1994 - October 2000
Education
Northern Illinois University
B.A.
Bruce Turkstra's Transamerica Experience 1998 - 1999
Job Senior Advisor at Healthcare Quality Catalyst, LLC
Industry Medical Practice
Experience
Healthcare Quality Catalyst, LLC December 2011 - Present
UCLA Health System May 2010 - March 2011
UCLA Health System May 2010 - March 2011
Accenture 2008 - 2010
Kaiser Permenente October 2002 - May 2007
Kaiser Permanente 2006 - 2007
PricewaterhouseCoopers 1998 - 2002
Transamerica 1998 - 1999
Andersen Worldwide 1990 - 1998
Skills
Informatics, Healthcare, HIPAA, Healthcare Information..., IT Operations, EMR, EHR, Leadership, Epic Systems, Change Management, Strategy, Start-ups, Medicine, Management, Revenue Cycle, IT Strategy, Health Information..., Process Improvement, HL7, Hospitals, SDLC, Cross-functional Team..., Healthcare Management, Healthcare Industry, Governance, Healthcare Consulting, CPOE, Performance Improvement, Ambulatory, Executive Management
Education
Northwestern University - Kellogg School of Management 1965 — 1967
MBA, Finance
Healthcare Quality Catalyst, LLC December 2011 - Present
UCLA Health System May 2010 - March 2011
UCLA Health System May 2010 - March 2011
Accenture 2008 - 2010
Kaiser Permenente October 2002 - May 2007
Kaiser Permanente 2006 - 2007
PricewaterhouseCoopers 1998 - 2002
Transamerica 1998 - 1999
Andersen Worldwide 1990 - 1998
Skills
Informatics, Healthcare, HIPAA, Healthcare Information..., IT Operations, EMR, EHR, Leadership, Epic Systems, Change Management, Strategy, Start-ups, Medicine, Management, Revenue Cycle, IT Strategy, Health Information..., Process Improvement, HL7, Hospitals, SDLC, Cross-functional Team..., Healthcare Management, Healthcare Industry, Governance, Healthcare Consulting, CPOE, Performance Improvement, Ambulatory, Executive Management
Education
Northwestern University - Kellogg School of Management 1965 — 1967
MBA, Finance
RuthAnn McElroy's Transamerica Experience April 1994 - January 2009
Job Department Coordinator
Industry Insurance
Experience
Transamerica April 1994 - January 2009
Education
Northwest Missouri State University 1966 — 1970
BS, English/Education
Transamerica April 1994 - January 2009
Education
Northwest Missouri State University 1966 — 1970
BS, English/Education
Geri Sura's Transamerica Experience 1996 - 1996
Job Computer & Network Security Professional
Industry Computer & Network Security
Experience
Ford Motor Company 2000 - 2008
DPM Consulting Services 2000 - 2008
JPMorgan Chase 1999 - 2000
State Farm Insurance 1998 - 1999
Transamerica 1996 - 1996
Frontier 1995 - 1996
michigan bell telephone 1986 - 1992
AT&T 1986 - 1992
Skills
Account Management, Project Management, Security, RACF, CISSP, Programming, Data Security, SDLC, Storage Management, Data Analysis, Disaster Recovery, CISA, Six Sigma, Process Improvement, Strategic Planning, Information Security..., Business Analysis, IT Audit, Information Technology, IT Strategy, IT Management, Data Center
Education
Oakland Community College 1981 — 1986
Associate, Computer Science
Ithaca Public High School
Ford Motor Company 2000 - 2008
DPM Consulting Services 2000 - 2008
JPMorgan Chase 1999 - 2000
State Farm Insurance 1998 - 1999
Transamerica 1996 - 1996
Frontier 1995 - 1996
michigan bell telephone 1986 - 1992
AT&T 1986 - 1992
Skills
Account Management, Project Management, Security, RACF, CISSP, Programming, Data Security, SDLC, Storage Management, Data Analysis, Disaster Recovery, CISA, Six Sigma, Process Improvement, Strategic Planning, Information Security..., Business Analysis, IT Audit, Information Technology, IT Strategy, IT Management, Data Center
Education
Oakland Community College 1981 — 1986
Associate, Computer Science
Ithaca Public High School
Shaio-Tien Pan's Transamerica Experience 2003 - 2006
Job Director at PwC
Industry Insurance
Experience
PwC September 2014 - Present
Lincoln Financial Group 2011 - 2014
Ernst & Young 2009 - 2011
AIG SunAmerica 2006 - 2009
Transamerica 2003 - 2006
Skills
Risk Management, Actuarial Science, Financial Modeling, Valuation, Economic Capital, Financial Reporting, Pricing, Enterprise Risk..., Quantitative Finance, Derivatives
Education
The University of Chicago 2001 — 2002
M.S., Financial Mathematics
Northwestern University 1995 — 1999
B.S., Industrial Engineering
PwC September 2014 - Present
Lincoln Financial Group 2011 - 2014
Ernst & Young 2009 - 2011
AIG SunAmerica 2006 - 2009
Transamerica 2003 - 2006
Skills
Risk Management, Actuarial Science, Financial Modeling, Valuation, Economic Capital, Financial Reporting, Pricing, Enterprise Risk..., Quantitative Finance, Derivatives
Education
The University of Chicago 2001 — 2002
M.S., Financial Mathematics
Northwestern University 1995 — 1999
B.S., Industrial Engineering
David Wick's Transamerica Experience 1996 - 1997
Job Sales Executive │ Account Management│ Full Cycle Sales Process│ Machinery │Logistics│ Recycling Equipment | B2B Sales
Industry Machinery
Experience
Alan Ross Machinery Corp. 1997 - 2014
Transamerica 1996 - 1997
Commercial Credit 1994 - 1996
Skills
PC, Mac OS X, Purchasing, Account Management, Cash Management, Sales Management, Teamwork, Product Development, Operations Management, Contract Negotiation, Customer Service, Quality Management, Sales, Selling, Procurement, Business Development, Sales Operations, International Sales, Negotiation, New Business Development, Management, Strategic Planning, Team Building, Leadership, Strategy, CRM
Education
Northern Illinois University 1990 — 1993
BS, Phys Ed
Alan Ross Machinery Corp. 1997 - 2014
Transamerica 1996 - 1997
Commercial Credit 1994 - 1996
Skills
PC, Mac OS X, Purchasing, Account Management, Cash Management, Sales Management, Teamwork, Product Development, Operations Management, Contract Negotiation, Customer Service, Quality Management, Sales, Selling, Procurement, Business Development, Sales Operations, International Sales, Negotiation, New Business Development, Management, Strategic Planning, Team Building, Leadership, Strategy, CRM
Education
Northern Illinois University 1990 — 1993
BS, Phys Ed
Carla Cameron's Transamerica Experience June 1998 - March 2001
Job Business Intelligence Data Analyst at Parker Hannifin
Industry Mechanical or Industrial Engineering
Experience
Parker Hannifin June 2014 - Present
PNC November 2013 - May 2014
Navistar Inc June 2012 - August 2013
BP July 2009 - May 2012
BP- Elite April 2007 - July 2009
US Foodservice April 2004 - November 2006
TransUnion April 2001 - April 2004
Transamerica June 1998 - March 2001
Skills
Business Analysis, Analysis, Process Improvement, Access, Visio, Change Management, SAP, Software Documentation, SharePoint, Business Process..., Data Analysis, Program Management, Risk Management, Microsoft Excel, Project Management, OBIEE, Oracle Applications, Business Intelligence, Microsoft Office, Business Process, Forecasting, Management, Budgets, Finance, Accounting
Education
Robert Morris College 2008 — 2011
MBA, Business Administration, Management and Operations
Ohio University 1993 — 1999
BA, Math Major, Business Minor
Parker Hannifin June 2014 - Present
PNC November 2013 - May 2014
Navistar Inc June 2012 - August 2013
BP July 2009 - May 2012
BP- Elite April 2007 - July 2009
US Foodservice April 2004 - November 2006
TransUnion April 2001 - April 2004
Transamerica June 1998 - March 2001
Skills
Business Analysis, Analysis, Process Improvement, Access, Visio, Change Management, SAP, Software Documentation, SharePoint, Business Process..., Data Analysis, Program Management, Risk Management, Microsoft Excel, Project Management, OBIEE, Oracle Applications, Business Intelligence, Microsoft Office, Business Process, Forecasting, Management, Budgets, Finance, Accounting
Education
Robert Morris College 2008 — 2011
MBA, Business Administration, Management and Operations
Ohio University 1993 — 1999
BA, Math Major, Business Minor
Mark Brooks, CLU, ChFC's Transamerica Experience 1981 - 1986
Job Sales Manager at ClarkLamiHembree
Industry Insurance
Experience
Clark-Lami-Hembree, Inc. 2002 - Present
SAFECO Life & Investments 1986 - 2002
Transamerica 1981 - 1986
Metropolitan Life 1978 - 1980
Lincoln National Life 1976 - 1978
Education
Oklahoma State University
Clark-Lami-Hembree, Inc. 2002 - Present
SAFECO Life & Investments 1986 - 2002
Transamerica 1981 - 1986
Metropolitan Life 1978 - 1980
Lincoln National Life 1976 - 1978
Education
Oklahoma State University
Jonathan Beachy's Transamerica Experience March 2014 - Present
Job Director, Tax at Transamerica
Industry Insurance
Experience
Transamerica March 2014 - Present
Transamerica August 2004 - Present
Transamerica Finance Corp January 1999 - July 2004
Waste Management April 1997 - December 1998
Bansley & Kiener - CPA's January 1994 - April 1997
Skills
Tax, Income Tax, SEC filings, General Ledger, Financial Reporting, Sarbanes-Oxley Act, Accounting, Corporate Tax, Internal Controls, Auditing, GAAP, Financial Analysis, Financial Accounting, US GAAP, Tax Accounting, Technology Integration
Education
Northern Illinois University - College of Business 2000 — 2002
MST, Master of Science in Taxation
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
BBA, Accounting
Transamerica March 2014 - Present
Transamerica August 2004 - Present
Transamerica Finance Corp January 1999 - July 2004
Waste Management April 1997 - December 1998
Bansley & Kiener - CPA's January 1994 - April 1997
Skills
Tax, Income Tax, SEC filings, General Ledger, Financial Reporting, Sarbanes-Oxley Act, Accounting, Corporate Tax, Internal Controls, Auditing, GAAP, Financial Analysis, Financial Accounting, US GAAP, Tax Accounting, Technology Integration
Education
Northern Illinois University - College of Business 2000 — 2002
MST, Master of Science in Taxation
University of Iowa - Henry B. Tippie College of Business 1989 — 1993
BBA, Accounting
Brendan McLaughlin's Transamerica Experience January 1999 - January 2003
Job Senior Vice President at Lightstone Group
Industry Financial Services
Experience
Lightstone Group June 2011 - Present
Austin Wealth Management January 2006 - Present
Sun Life Financial January 2005 - January 2006
Curian Capital January 2003 - January 2005
Transamerica January 1999 - January 2003
Jurika & Voyles January 1997 - January 1999
The Montgomery Funds January 1994 - January 1997
Skills
Mergers & Acquisitions, Investments, Due Diligence, Private Equity, Corporate Finance, Business Strategy, Financial Analysis, Management Consulting, Accounting, Valuation, Risk Management, Financial Modeling, Strategic Planning, Strategic Financial..., Asset Management
Education
Northeastern University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Finance, General
Lightstone Group June 2011 - Present
Austin Wealth Management January 2006 - Present
Sun Life Financial January 2005 - January 2006
Curian Capital January 2003 - January 2005
Transamerica January 1999 - January 2003
Jurika & Voyles January 1997 - January 1999
The Montgomery Funds January 1994 - January 1997
Skills
Mergers & Acquisitions, Investments, Due Diligence, Private Equity, Corporate Finance, Business Strategy, Financial Analysis, Management Consulting, Accounting, Valuation, Risk Management, Financial Modeling, Strategic Planning, Strategic Financial..., Asset Management
Education
Northeastern University 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Finance, General
Tami V. Burgoyne's Transamerica Experience 1989 - 1992
Job Senior Claims Attorney at Motorists Insurance Group
Industry Insurance
Experience
Motorists Insurance Group 2008 - Present
Progressive Insurance 1996 - 2008
Kenneth R. Reed & Associates 1994 - 1996
Transamerica 1989 - 1992
Ohio National Financial Services 1987 - 1989
Skills
Litigation Management, Claim, Product Liability, Litigation, Liability, Personal Injury, Insurance, Claim Investigation, Civil Litigation, Mediation, Property & Casualty..., Legal Liability, Liability Analysis, Claims Management, General Insurance, Negotiation, Risk Management, Casualty, Professional Liability, Claims, General Liability, Compliance, Commercial Litigation, Arbitration, Public Speaking, Legal Research, Courts, Trials
Education
Northern Kentucky University—Salmon P. Chase College of Law 1983 — 1987
Juris Doctor (J.D.)
Northern Kentucky University 1980 — 1982
Bachelor’s Degree, History, Minor in Women's Studies
University of Kentucky 1978 — 1980
History
Motorists Insurance Group 2008 - Present
Progressive Insurance 1996 - 2008
Kenneth R. Reed & Associates 1994 - 1996
Transamerica 1989 - 1992
Ohio National Financial Services 1987 - 1989
Skills
Litigation Management, Claim, Product Liability, Litigation, Liability, Personal Injury, Insurance, Claim Investigation, Civil Litigation, Mediation, Property & Casualty..., Legal Liability, Liability Analysis, Claims Management, General Insurance, Negotiation, Risk Management, Casualty, Professional Liability, Claims, General Liability, Compliance, Commercial Litigation, Arbitration, Public Speaking, Legal Research, Courts, Trials
Education
Northern Kentucky University—Salmon P. Chase College of Law 1983 — 1987
Juris Doctor (J.D.)
Northern Kentucky University 1980 — 1982
Bachelor’s Degree, History, Minor in Women's Studies
University of Kentucky 1978 — 1980
History
Thomas Bart's Transamerica Experience June 2012 - November 2014
Job Technical Actuarial Consultant at MetLife
Industry Insurance
Experience
MetLife December 2014 - Present
Transamerica June 2012 - November 2014
Vivaki Nerve Center January 2012 - June 2012
Vivaki Nerve Center August 2010 - December 2011
Skills
VBA, Microsoft Excel, Financial Modeling, Analytics, Data Analysis
Education
Northwestern University 2006 — 2010
B.A., Mathematics and Economics
St Agnes
MetLife December 2014 - Present
Transamerica June 2012 - November 2014
Vivaki Nerve Center January 2012 - June 2012
Vivaki Nerve Center August 2010 - December 2011
Skills
VBA, Microsoft Excel, Financial Modeling, Analytics, Data Analysis
Education
Northwestern University 2006 — 2010
B.A., Mathematics and Economics
St Agnes
Philip Hagopian's Transamerica Experience May 2010 - June 2013
Job Director of Business Development
Industry Financial Services
Experience
Broker Dealer Sales - Annuity and Fixed Income Solutions November 2013 - Present
Transamerica May 2010 - June 2013
Jackson National Life October 2007 - June 2010
Jackson National Life August 2006 - October 2007
Commonwealth Financial Network March 2005 - September 2006
Skills
Series 63, Sales Operations, Series 7, Investments, Business Development, Sales, Retirement Planning, Variable Annuities, Salesforce.com, Marketing, New Business Development, Fixed Annuities, Sales Management, Series 65, Separately Managed..., Mutual Funds, Alternative Investments, Wealth Management, Securities, Asset Allocation, Strategic Financial..., Portfolio Management, Retirement
Education
Northeastern University 2000 — 2005
BSBA, Finance
Broker Dealer Sales - Annuity and Fixed Income Solutions November 2013 - Present
Transamerica May 2010 - June 2013
Jackson National Life October 2007 - June 2010
Jackson National Life August 2006 - October 2007
Commonwealth Financial Network March 2005 - September 2006
Skills
Series 63, Sales Operations, Series 7, Investments, Business Development, Sales, Retirement Planning, Variable Annuities, Salesforce.com, Marketing, New Business Development, Fixed Annuities, Sales Management, Series 65, Separately Managed..., Mutual Funds, Alternative Investments, Wealth Management, Securities, Asset Allocation, Strategic Financial..., Portfolio Management, Retirement
Education
Northeastern University 2000 — 2005
BSBA, Finance
Pam Atherton's Transamerica Experience January 1985 - Present
Job Insurance Professional
Industry Insurance
Experience
Transamerica January 1985 - Present
AEGON 1985 - Present
Cri 1985 - 2010
Skills
Insurance, Claim, Claims Management, General Insurance, Customer Service, Auditing, Microsoft Excel, Policy, Management, Training, Time Management, Risk Management, Accounts Payable, Software Documentation, Analysis, Claims Handling, Administration, Financial Analysis, Outlook, Access, Business Analysis, Team Building, Financial Risk, Employee Benefits, Claims Resolution, Accounting
Education
Northern Michigan University 1977 — 1980
Associates, early education
rochester adams high school 1973 — 1977
college prep
Transamerica January 1985 - Present
AEGON 1985 - Present
Cri 1985 - 2010
Skills
Insurance, Claim, Claims Management, General Insurance, Customer Service, Auditing, Microsoft Excel, Policy, Management, Training, Time Management, Risk Management, Accounts Payable, Software Documentation, Analysis, Claims Handling, Administration, Financial Analysis, Outlook, Access, Business Analysis, Team Building, Financial Risk, Employee Benefits, Claims Resolution, Accounting
Education
Northern Michigan University 1977 — 1980
Associates, early education
rochester adams high school 1973 — 1977
college prep
Lori Rosenberry's Transamerica Experience 1985 - 1986
Job International Finance and IT Executive
Industry Executive Office
Experience
TEKsystems 2015 - Present
AccuMED Innovative Technologies 2013 - 2014
HSBC 2006 - 2013
IIMAK 2000 - 2006
AMERICAN PRECISION INDUSTRIES 1998 - 2000
Trico Products 1994 - 1998
CUC Internatonal, Inc. now known as Cendant, Inc. 1989 - 1993
Diversified Foodservice, Inc 1987 - 1989
Weinstein Skinner, CPA 1986 - 1987
Transamerica 1985 - 1986
Skills
Planning, Treasury Management, Cash Management, Cash Flow Forecasting, FX, Money Market, Cash, Currency, Capital Markets, Swaps, Hedging, Derivatives, Interest Rate..., Liquidity Management, Credit Analysis, Corporate Finance, Financial Markets, Payments, Market Risk, Debt, Banking, Fixed Income, Corporate Treasury, Bonds, Credit Risk, Investment Banking, Credit, Financial Analysis, Cash Flow, Liquidity, Financial Modeling, Treasury Systems, Interest Rate Risk..., Structured Finance, Risk, Risk Management, Commercial Banking, Finance, Financial Risk, Strategy, Equities, Forecasting, Financial Services, Strategic Financial..., Loans, Mergers & Acquisitions, Business Process, Management, Business Development, Business Strategy
Education
Pace University - Lubin School of Business 1984 — 1989
MBA, Finance
Pace University
MBA, Accounting and Finance
TEKsystems 2015 - Present
AccuMED Innovative Technologies 2013 - 2014
HSBC 2006 - 2013
IIMAK 2000 - 2006
AMERICAN PRECISION INDUSTRIES 1998 - 2000
Trico Products 1994 - 1998
CUC Internatonal, Inc. now known as Cendant, Inc. 1989 - 1993
Diversified Foodservice, Inc 1987 - 1989
Weinstein Skinner, CPA 1986 - 1987
Transamerica 1985 - 1986
Skills
Planning, Treasury Management, Cash Management, Cash Flow Forecasting, FX, Money Market, Cash, Currency, Capital Markets, Swaps, Hedging, Derivatives, Interest Rate..., Liquidity Management, Credit Analysis, Corporate Finance, Financial Markets, Payments, Market Risk, Debt, Banking, Fixed Income, Corporate Treasury, Bonds, Credit Risk, Investment Banking, Credit, Financial Analysis, Cash Flow, Liquidity, Financial Modeling, Treasury Systems, Interest Rate Risk..., Structured Finance, Risk, Risk Management, Commercial Banking, Finance, Financial Risk, Strategy, Equities, Forecasting, Financial Services, Strategic Financial..., Loans, Mergers & Acquisitions, Business Process, Management, Business Development, Business Strategy
Education
Pace University - Lubin School of Business 1984 — 1989
MBA, Finance
Pace University
MBA, Accounting and Finance
Brice Davis's Transamerica Experience September 2014 - Present
Job Retirement Planning Consultant at Transamerica
Industry Financial Services
Experience
Transamerica September 2014 - Present
Capital Advisors, Inc. April 2014 - September 2014
Apple May 2007 - April 2014
Skills
Series 63, Series 6, Mac OS X, iLife, iWork, Mac, iPod, OS X, iPhone, iPad, Keynote, iMovie, Adobe Acrobat, Aperture, Consumer Electronics, Apple Certified, Video, Social Networking, Digital Photography, Photography, Video Editing, Camera, Image Editing, iTunes, Mac OS, Customer Service, Social Media, Management, Adobe Creative Suite, Leadership
Education
Northeastern State University 2011 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services, A
Northeastern State University 2001 — 2006
Bachelor of Arts (B.A.), Graphic Design, A
Transamerica September 2014 - Present
Capital Advisors, Inc. April 2014 - September 2014
Apple May 2007 - April 2014
Skills
Series 63, Series 6, Mac OS X, iLife, iWork, Mac, iPod, OS X, iPhone, iPad, Keynote, iMovie, Adobe Acrobat, Aperture, Consumer Electronics, Apple Certified, Video, Social Networking, Digital Photography, Photography, Video Editing, Camera, Image Editing, iTunes, Mac OS, Customer Service, Social Media, Management, Adobe Creative Suite, Leadership
Education
Northeastern State University 2011 — 2013
Bachelor of Business Administration (BBA), Finance and Financial Management Services, A
Northeastern State University 2001 — 2006
Bachelor of Arts (B.A.), Graphic Design, A
william j lavender's Transamerica Experience October 2000 - September 2003
Job Senior Recruiter, Securities America, Inc.
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC September 2012 - Present
InterWest Realty August 2011 - August 2012
InSell Communication, LLC April 2011 - November 2011
Nationwide Financial May 2006 - April 2011
InSell Communications October 2003 - April 2006
Transamerica October 2000 - September 2003
Western-Southern Life September 1995 - October 2000
Landmark Financial Services / Davenport Financial Group May 1985 - June 1995
Education
Oklahoma State University 1978 — 1983
Bachelor of Science Business Administration, Finance
Securities America, Inc. Member FINRA/SIPC September 2012 - Present
InterWest Realty August 2011 - August 2012
InSell Communication, LLC April 2011 - November 2011
Nationwide Financial May 2006 - April 2011
InSell Communications October 2003 - April 2006
Transamerica October 2000 - September 2003
Western-Southern Life September 1995 - October 2000
Landmark Financial Services / Davenport Financial Group May 1985 - June 1995
Education
Oklahoma State University 1978 — 1983
Bachelor of Science Business Administration, Finance
Douglas Morgan, CPA's Transamerica Experience 2000 - 2002
Job Accountant at Trinity Industries
Industry Railroad Manufacture
Experience
Trinity Industries 2008 - Present
Transcom Enhanced Services November 2007 - February 2008
Self Employeed 2002 - 2007
Transamerica 2000 - 2002
FlashNet-WebDesign 1999 - 2000
Excel Communications 1996 - 1999
Capgemini 1990 - 1996
Accenture 1986 - 1990
Accenture 1981 - 1986
Skills
Business management, Accounting, Information Systems..., Software Project..., Application Development, Financial Systems, Management, Variance Analysis, Information Systems, Software Development, General Ledger, Cost Accounting, Accruals, Sarbanes-Oxley, Journal Entries, Internal Controls, ERP, Process Improvement, CPA, Analysis, Business Process..., Piano, Invoicing, Project Management, Financial Reporting, Ad Hoc Reporting, Business Analysis, Pivot Tables, Account Reconciliation, Microsoft Excel, GAAP, Internal Audit, Sarbanes-Oxley Act, Auditing, Forecasting
Education
Oklahoma State University 1977 — 1981
Bachelor of Science (B.S.), Accounting
Trinity Industries 2008 - Present
Transcom Enhanced Services November 2007 - February 2008
Self Employeed 2002 - 2007
Transamerica 2000 - 2002
FlashNet-WebDesign 1999 - 2000
Excel Communications 1996 - 1999
Capgemini 1990 - 1996
Accenture 1986 - 1990
Accenture 1981 - 1986
Skills
Business management, Accounting, Information Systems..., Software Project..., Application Development, Financial Systems, Management, Variance Analysis, Information Systems, Software Development, General Ledger, Cost Accounting, Accruals, Sarbanes-Oxley, Journal Entries, Internal Controls, ERP, Process Improvement, CPA, Analysis, Business Process..., Piano, Invoicing, Project Management, Financial Reporting, Ad Hoc Reporting, Business Analysis, Pivot Tables, Account Reconciliation, Microsoft Excel, GAAP, Internal Audit, Sarbanes-Oxley Act, Auditing, Forecasting
Education
Oklahoma State University 1977 — 1981
Bachelor of Science (B.S.), Accounting
Joshub Jackson, MBA's Transamerica Experience June 2013 - August 2013
Job Sales Agent at Transamerica
Industry Insurance
Experience
Ohio Valley Trucking January 2011 - Present
Transamerica June 2013 - August 2013
United Parcel Service January 2007 - December 2012
Skills
Logistics, Transportation, Transportation..., Operations Management, 3PL, Process Improvement, Supply Chain, Account Management, Supply Chain Management, Logistics Management, Cold Calling, Team Building, New Business Development, Six Sigma, Operational Excellence, Customer Satisfaction, Management, Continuous Improvement, Strategy, Change Management, Business Process..., Pricing, Cross-functional Team..., Lean Manufacturing, Warehousing, Sales Operations, Leadership, Training, Inventory Management, P&L Management, Sales Management, Contract Negotiation, Forecasting, Purchasing
Education
Oakland City University 2008 — 2012
Master of Business Administration (M.B.A.), Finance, Marketing, Management, Accounting
University of Southern Indiana 2003 — 2006
Bachelor of Science, Business Administration
Ohio Valley Trucking January 2011 - Present
Transamerica June 2013 - August 2013
United Parcel Service January 2007 - December 2012
Skills
Logistics, Transportation, Transportation..., Operations Management, 3PL, Process Improvement, Supply Chain, Account Management, Supply Chain Management, Logistics Management, Cold Calling, Team Building, New Business Development, Six Sigma, Operational Excellence, Customer Satisfaction, Management, Continuous Improvement, Strategy, Change Management, Business Process..., Pricing, Cross-functional Team..., Lean Manufacturing, Warehousing, Sales Operations, Leadership, Training, Inventory Management, P&L Management, Sales Management, Contract Negotiation, Forecasting, Purchasing
Education
Oakland City University 2008 — 2012
Master of Business Administration (M.B.A.), Finance, Marketing, Management, Accounting
University of Southern Indiana 2003 — 2006
Bachelor of Science, Business Administration
nikhil adepu's Transamerica Experience 2015 - Present
Job Java Developer at Transamerica
Industry Computer Software
Experience
Transamerica 2015 - Present
Mobile Mini Inc 2013 - 2014
bhaskara info services pvt. ltd 2006 - 2011
Education
Osmania University 2002 — 2006
Transamerica 2015 - Present
Mobile Mini Inc 2013 - 2014
bhaskara info services pvt. ltd 2006 - 2011
Education
Osmania University 2002 — 2006
Jack Mitten's Transamerica Experience January 1985 - February 1989
Job TriState Distributors Territory Manager
Industry Wholesale
Experience
Tri State Distributors January 2014 - Present
Echelon Home Products January 2011 - December 2013
Fred's Appliance January 2007 - January 2010
Builder Appliance Supply Co. March 2004 - January 2007
Amana Refrigeration 1999 - 2002
Blackwell Properties 1996 - 1999
Amana Refrigeration March 1992 - 1997
H&H Dist February 1989 - March 1992
Transamerica January 1985 - February 1989
Skills
Marketing Strategy, Retail, Trade Shows, Selling, Product Development, B2B, Negotiation, National Accounts, Strategic Planning, Coaching, Team Building, Business Planning, Team Leadership, Operations Management, Pricing, Budgets, Income Statement, Profit, Inventory Management, P, Sales
Education
Oregon State University 1980 — 1984
Bachelor of Arts (BA), Political Science and Government
Oregon State University 1980 — 1984
Bachelor of Arts (BA), Political Science and Government
Tri State Distributors January 2014 - Present
Echelon Home Products January 2011 - December 2013
Fred's Appliance January 2007 - January 2010
Builder Appliance Supply Co. March 2004 - January 2007
Amana Refrigeration 1999 - 2002
Blackwell Properties 1996 - 1999
Amana Refrigeration March 1992 - 1997
H&H Dist February 1989 - March 1992
Transamerica January 1985 - February 1989
Skills
Marketing Strategy, Retail, Trade Shows, Selling, Product Development, B2B, Negotiation, National Accounts, Strategic Planning, Coaching, Team Building, Business Planning, Team Leadership, Operations Management, Pricing, Budgets, Income Statement, Profit, Inventory Management, P, Sales
Education
Oregon State University 1980 — 1984
Bachelor of Arts (BA), Political Science and Government
Oregon State University 1980 — 1984
Bachelor of Arts (BA), Political Science and Government
Amy Wagner's Transamerica Experience November 1999 - October 2005
Job Marketing Consultant
Industry Marketing and Advertising
Experience
BK Media Group March 2013 - November 2014
Starbucks July 2008 - March 2013
Transamerica November 1999 - October 2005
ARCO April 1994 - October 1999
Skills
Digital Marketing, Marketing, Graphic Design, Sales, Store Management, Merchandising, Retail, Microsoft Office, Visual Merchandising, Customer Service
Education
Otis College of Art and Design 1988 — 1991
Bachelor of Fine Arts (BFA), Environmental Design/Architecture
San Marino High School 1981 — 1985
BK Media Group March 2013 - November 2014
Starbucks July 2008 - March 2013
Transamerica November 1999 - October 2005
ARCO April 1994 - October 1999
Skills
Digital Marketing, Marketing, Graphic Design, Sales, Store Management, Merchandising, Retail, Microsoft Office, Visual Merchandising, Customer Service
Education
Otis College of Art and Design 1988 — 1991
Bachelor of Fine Arts (BFA), Environmental Design/Architecture
San Marino High School 1981 — 1985
Tony Alcala's Transamerica Experience July 2013 - Present
Job Benefit Calculation Analyst at Transamerica
Industry Financial Services
Experience
Transamerica July 2013 - Present
Sagewell, Inc 2012 - 2013
Skills
Microsoft Office, Research
Education
Northeastern University
Bachelor of Arts (B.A.), Mathematics
Transamerica July 2013 - Present
Sagewell, Inc 2012 - 2013
Skills
Microsoft Office, Research
Education
Northeastern University
Bachelor of Arts (B.A.), Mathematics
Pagadala Satyanarayana's Transamerica Experience April 2015 - Present
Job
Industry Computer Software
Experience
Transamerica April 2015 - Present
Tata Consultancy Services April 2008 - March 2015
Education
Osmania University 2004 — 2017
MCA, computer applications
Transamerica April 2015 - Present
Tata Consultancy Services April 2008 - March 2015
Education
Osmania University 2004 — 2017
MCA, computer applications
Robert Wilcox, PMP's Transamerica Experience January 2007 - Present
Job Senior Project Manager at Transamerica
Industry Insurance
Experience
Transamerica January 2007 - Present
Skills
Business Analysis, Project Management, SDLC, Vendor Management, Visio, Insurance, Program Management, Project Portfolio..., Business Requirements, Process Improvement, Disaster Recovery, Management, PMP, Team Building, Enterprise Architecture
Education
Ouachita Baptist University 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
Transamerica January 2007 - Present
Skills
Business Analysis, Project Management, SDLC, Vendor Management, Visio, Insurance, Program Management, Project Portfolio..., Business Requirements, Process Improvement, Disaster Recovery, Management, PMP, Team Building, Enterprise Architecture
Education
Ouachita Baptist University 1981 — 1985
Bachelor of Arts (B.A.), Business Administration and Management, General
Yihui Yu's Transamerica Experience July 2013 - December 2013
Job 2016 Master of Finance Candidate at Simon Business School, University of Rohester
Industry
Experience
The Boston Consulting Group July 2014 - December 2014
Transamerica July 2013 - December 2013
Industrial and Commercial Bank of China July 2012 - August 2012
Skills
Financial Analysis, Data Analysis, Accounting, Economics, SQL, Microsoft Excel, Management, Business Analysis, DB2, Oracle E-Business Suite, Business Object, Dataload, Access, PowerPoint, Data Cleaning, Financial Accounting, Corporate Finance, Investments, Stata, Analysis
Education
University of Rochester - Simon Business School 2015 — 2016
Master’s Degree, Finance
Northeastern University 2011 — 2015
Bachelor’s Degree, Economics and Business Administration (Concentration: Finance)
Shanghai Pinghe School 2008 — 2011
High School, International Baccalaureate Diploma Programme
The Boston Consulting Group July 2014 - December 2014
Transamerica July 2013 - December 2013
Industrial and Commercial Bank of China July 2012 - August 2012
Skills
Financial Analysis, Data Analysis, Accounting, Economics, SQL, Microsoft Excel, Management, Business Analysis, DB2, Oracle E-Business Suite, Business Object, Dataload, Access, PowerPoint, Data Cleaning, Financial Accounting, Corporate Finance, Investments, Stata, Analysis
Education
University of Rochester - Simon Business School 2015 — 2016
Master’s Degree, Finance
Northeastern University 2011 — 2015
Bachelor’s Degree, Economics and Business Administration (Concentration: Finance)
Shanghai Pinghe School 2008 — 2011
High School, International Baccalaureate Diploma Programme
Michael Mugo's Transamerica Experience October 2015 - Present
Job at
Industry Insurance
Experience
Transamerica October 2015 - Present
Transamerica Life Insurance Company June 2012 - October 2015
Transamerica December 2010 - June 2012
Oklahoma State University August 2008 - December 2010
Skills
SAS, R, Data Mining, Statistical Modeling, Actuarial Science, Analytics, Econometrics, Business Analysis, Predictive Analytics, Financial Modeling, Insurance, Analysis, Data Analysis, Financial Services, Predictive Modeling, Microsoft Excel
Education
The University of Texas at Dallas 2014 — 2019
Doctor of Philosophy (Ph.D.), Mathematics and Statistics
Oklahoma State University 2008 — 2010
Master's degree, Statistics
University of Central Oklahoma 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Actuarial Science & Computer Science
Transamerica October 2015 - Present
Transamerica Life Insurance Company June 2012 - October 2015
Transamerica December 2010 - June 2012
Oklahoma State University August 2008 - December 2010
Skills
SAS, R, Data Mining, Statistical Modeling, Actuarial Science, Analytics, Econometrics, Business Analysis, Predictive Analytics, Financial Modeling, Insurance, Analysis, Data Analysis, Financial Services, Predictive Modeling, Microsoft Excel
Education
The University of Texas at Dallas 2014 — 2019
Doctor of Philosophy (Ph.D.), Mathematics and Statistics
Oklahoma State University 2008 — 2010
Master's degree, Statistics
University of Central Oklahoma 2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Actuarial Science & Computer Science
Eugene O'Donnell's Transamerica Experience November 2004 - February 2013
Job Customer Service Associate at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price August 2013 - October 2014
Transamerica November 2004 - February 2013
Massachusetts General Hospital April 2002 - October 2003
Genuity January 1999 - November 2001
AT&T September 1995 - November 1998
Skills
Customer Service, VoIP
Education
Northeastern University
Bachelor of Science, Liberal Arts and Sciences/Liberal Studies
T. Rowe Price August 2013 - October 2014
Transamerica November 2004 - February 2013
Massachusetts General Hospital April 2002 - October 2003
Genuity January 1999 - November 2001
AT&T September 1995 - November 1998
Skills
Customer Service, VoIP
Education
Northeastern University
Bachelor of Science, Liberal Arts and Sciences/Liberal Studies
Andrea Grainger's Transamerica Experience January 2013 - Present
Job Executive Administrative Assistant at Transamerica
Industry Financial Services
Experience
Transamerica January 2013 - Present
Transamerica February 2012 - January 2013
Carey Services 2006 - 2011
Skills
Administrative..., Microsoft Office, Outlook, Microsoft Excel, Office Management, Visio, Spreadsheets, PowerPoint, Microsoft Word, Travel Arrangements, Customer Service, Data Entry, SharePoint, Concur, Office Administration, Calendaring, Invoicing
Education
Oakland City University
Bachelor's degree, Organizational Management
Monticello High School
Transamerica January 2013 - Present
Transamerica February 2012 - January 2013
Carey Services 2006 - 2011
Skills
Administrative..., Microsoft Office, Outlook, Microsoft Excel, Office Management, Visio, Spreadsheets, PowerPoint, Microsoft Word, Travel Arrangements, Customer Service, Data Entry, SharePoint, Concur, Office Administration, Calendaring, Invoicing
Education
Oakland City University
Bachelor's degree, Organizational Management
Monticello High School
Daniel Roubitchek's Transamerica Experience June 2000 - December 2003
Job Lead Financial Analyst at GE Capital
Industry Financial Services
Experience
GE Capital October 2010 - Present
GE Capital January 2004 - September 2010
Transamerica June 2000 - December 2003
Education
Northern Illinois University 1996 — 2000
Bachelor of Science (B.S.), Accounting
GE Capital October 2010 - Present
GE Capital January 2004 - September 2010
Transamerica June 2000 - December 2003
Education
Northern Illinois University 1996 — 2000
Bachelor of Science (B.S.), Accounting
Jon Turnquist's Transamerica Experience June 2014 - Present
Job I&R TS Salesforce
Industry Financial Services
Experience
Transamerica June 2014 - Present
Transamerica January 2013 - July 2014
Transamerica December 2009 - December 2012
Skills
Salesforce.com..., CRM, Business Analysis, Process Improvement, Salesforce.com, SQL, Analysis, Financial Services, Microsoft Excel, Microsoft SQL Server, Customer Service, SDLC, Requirements Analysis, Requirements Gathering, Vendor Management
Education
Oregon State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Transamerica June 2014 - Present
Transamerica January 2013 - July 2014
Transamerica December 2009 - December 2012
Skills
Salesforce.com..., CRM, Business Analysis, Process Improvement, Salesforce.com, SQL, Analysis, Financial Services, Microsoft Excel, Microsoft SQL Server, Customer Service, SDLC, Requirements Analysis, Requirements Gathering, Vendor Management
Education
Oregon State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
Diane Ly's Transamerica Experience 2013 - Present
Job Project Manager
Industry Financial Services
Experience
Transamerica 2013 - Present
Pacific Life 2013 - 2013
City of Livingston 2012 - 2013
Skills
Management, Business Analysis, Customer Service, Process Improvement, Microsoft Excel, Risk Management, Analysis
Education
University of California, Merced 2011 — 2013
Business Management
Orange Coast College 2008 — 2011
Associate of Arts (A.A.), Pre-Law Studies
Transamerica 2013 - Present
Pacific Life 2013 - 2013
City of Livingston 2012 - 2013
Skills
Management, Business Analysis, Customer Service, Process Improvement, Microsoft Excel, Risk Management, Analysis
Education
University of California, Merced 2011 — 2013
Business Management
Orange Coast College 2008 — 2011
Associate of Arts (A.A.), Pre-Law Studies
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO