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
Jason Havner Jason Havner's Transamerica Experience August 2015 - Present
Job SEM Manager at Transamerica
Industry Marketing and Advertising
Experience
Transamerica August 2015 - Present
Transamerica June 2014 - Present
Iota Media Group, LLC 2012 - February 2015
Grand Avenue Media May 2011 - June 2014
Day2DayPrinting.com June 2012 - June 2013
Skills
SEM, Online Advertising, Web Analytics, SEO, Google Adwords, Social Media Marketing, Marketing Strategy, Microsoft Excel, Online Marketing, Management, JavaScript, Social Media, BingAds, Data Analysis, Budget Setting, Retargeting, Keyword Research, Paid Search Strategy, Mobile Advertising, Display Advertising, Bing Ads
Education
Pepperdine University 2005 — 2010
Bachelor of Science (BS), Business
Transamerica August 2015 - Present
Transamerica June 2014 - Present
Iota Media Group, LLC 2012 - February 2015
Grand Avenue Media May 2011 - June 2014
Day2DayPrinting.com June 2012 - June 2013
Skills
SEM, Online Advertising, Web Analytics, SEO, Google Adwords, Social Media Marketing, Marketing Strategy, Microsoft Excel, Online Marketing, Management, JavaScript, Social Media, BingAds, Data Analysis, Budget Setting, Retargeting, Keyword Research, Paid Search Strategy, Mobile Advertising, Display Advertising, Bing Ads
Education
Pepperdine University 2005 — 2010
Bachelor of Science (BS), Business
Kurt Lankenau Kurt Lankenau's Transamerica Experience October 1987 - May 1994
Job Account Executive at MSC Industrial Supply
Industry Wholesale
Experience
MSC Industrial Supply March 2001 - Present
Grainger March 1999 - February 2001
Transamerica October 1987 - May 1994
Skills
Sales
Education
Radford University
"BS", Finance and Financial Management Services
MSC Industrial Supply March 2001 - Present
Grainger March 1999 - February 2001
Transamerica October 1987 - May 1994
Skills
Sales
Education
Radford University
"BS", Finance and Financial Management Services
Raymond Tomczuk Jr. Raymond Tomczuk Jr.'s Transamerica Experience April 2009 - May 2013
Job Recruiter at Cetera Advisors LLC
Industry Financial Services
Experience
Cetera Advisors LLC May 2013 - Present
Transamerica April 2009 - May 2013
ING January 2006 - March 2009
Ray's Contracting January 2004 - January 2006
Skills
Securities Licenses:...
Education
The College of New Jersey 2000 — 2003
BS, Business, Management, Marketing, and Related Support Services
Rider University 1999 — 2000
Cetera Advisors LLC May 2013 - Present
Transamerica April 2009 - May 2013
ING January 2006 - March 2009
Ray's Contracting January 2004 - January 2006
Skills
Securities Licenses:...
Education
The College of New Jersey 2000 — 2003
BS, Business, Management, Marketing, and Related Support Services
Rider University 1999 — 2000
Gordon Kawaley Gordon Kawaley's Transamerica Experience 2014 - Present
Job Transmission PlanningGrid ModelingElectrical Engineer (Bonneville Power Administration)
Industry Electrical/Electronic Manufacturing
Experience
Bonneville Power Administration June 2007 - Present
Transamerica 2014 - Present
Advocare January 2014 - Present
Bonneville Power Administration 2007 - 2010
Vector Marketing October 2008 - February 2009
Skills
Matlab, Engineering, Microsoft Office, Technical Writing, Analysis, Microsoft Excel, Research, MS Project, Solidworks, C++, Excel, EagleCAD, Java, PSLF, PowerWorld, Power Systems, Financial Analysis, APIs, Python, Customer Service
Education
Portland State University 2011 — 2013
Electrical Engineering, Power
University of Portland 2007 — 2011
BS, Engineering Management and Minor in Buisness
Parkrose High School 2004 — 2007
High School Diploma, Academic All Star Finalist
Bonneville Power Administration June 2007 - Present
Transamerica 2014 - Present
Advocare January 2014 - Present
Bonneville Power Administration 2007 - 2010
Vector Marketing October 2008 - February 2009
Skills
Matlab, Engineering, Microsoft Office, Technical Writing, Analysis, Microsoft Excel, Research, MS Project, Solidworks, C++, Excel, EagleCAD, Java, PSLF, PowerWorld, Power Systems, Financial Analysis, APIs, Python, Customer Service
Education
Portland State University 2011 — 2013
Electrical Engineering, Power
University of Portland 2007 — 2011
BS, Engineering Management and Minor in Buisness
Parkrose High School 2004 — 2007
High School Diploma, Academic All Star Finalist
Heath M. Carpenter's Transamerica Experience January 2015 - Present
Job Regional Vice President
Industry Financial Services
Experience
Transamerica January 2015 - Present
Transamerica February 2012 - December 2014
Charles Schwab October 2011 - February 2012
City Securities Corporation July 2010 - June 2011
Sydney Olympic Park Sports Centre May 2009 - July 2009
Refco May 2000 - July 2000
Skills
Recruiting, Microsoft Office, Team Building, Process Improvement, Business Development, Marketing Strategy, Public Speaking, Team Leadership, Training, Management, Microsoft Excel, Selling, Direct Sales, Social Media Marketing, Project Management, Series 7, Forecasting, Competitive Analysis, Social Media, CRM, Finance, Financial Planners, Marketing, New Business Development, Portfolio Management, Retirement Planning, Social Networking, Trading, Wealth Management, Mutual Funds, Investments, Financial Planning, Insurance
Education
Purdue University 2007 — 2010
Bachelor of Science, Selling and Sales Management
Glenbard West High School 1996 — 2000
High School Diploma
Transamerica January 2015 - Present
Transamerica February 2012 - December 2014
Charles Schwab October 2011 - February 2012
City Securities Corporation July 2010 - June 2011
Sydney Olympic Park Sports Centre May 2009 - July 2009
Refco May 2000 - July 2000
Skills
Recruiting, Microsoft Office, Team Building, Process Improvement, Business Development, Marketing Strategy, Public Speaking, Team Leadership, Training, Management, Microsoft Excel, Selling, Direct Sales, Social Media Marketing, Project Management, Series 7, Forecasting, Competitive Analysis, Social Media, CRM, Finance, Financial Planners, Marketing, New Business Development, Portfolio Management, Retirement Planning, Social Networking, Trading, Wealth Management, Mutual Funds, Investments, Financial Planning, Insurance
Education
Purdue University 2007 — 2010
Bachelor of Science, Selling and Sales Management
Glenbard West High School 1996 — 2000
High School Diploma
Rebecca Godwin's Transamerica Experience February 2015 - Present
Job Customer Service Trainer
Industry Insurance
Experience
Transamerica February 2015 - Present
Florida Blue August 2014 - October 2014
Arkansas Blue Cross Blue Shield - Health Advantage June 2012 - August 2014
Arkansas Blue Cross Blue Shield - BlueAdvantage May 2009 - June 2012
Arkansas Blue Cross Blue Shield - Health Advantage August 2007 - May 2009
JCPenney August 2003 - July 2007
Skills
Training, Call Centers, Customer Service, Analysis, Management, Sales, Health Insurance, Insurance, Microsoft Excel, Claim
Education
University of Arkansas at Little Rock 2014 — 2016
Bachelor's degree, Communication, General
Pulaski Technical College 2004 — 2006
Associate's degree, Accounting and Finance
Transamerica February 2015 - Present
Florida Blue August 2014 - October 2014
Arkansas Blue Cross Blue Shield - Health Advantage June 2012 - August 2014
Arkansas Blue Cross Blue Shield - BlueAdvantage May 2009 - June 2012
Arkansas Blue Cross Blue Shield - Health Advantage August 2007 - May 2009
JCPenney August 2003 - July 2007
Skills
Training, Call Centers, Customer Service, Analysis, Management, Sales, Health Insurance, Insurance, Microsoft Excel, Claim
Education
University of Arkansas at Little Rock 2014 — 2016
Bachelor's degree, Communication, General
Pulaski Technical College 2004 — 2006
Associate's degree, Accounting and Finance
CHERIE MATTHEWS's Transamerica Experience August 2013 - September 2014
Job Director, Leadership and Talent Development at Capital Group
Industry Financial Services
Experience
Capital Group September 2014 - Present
Transamerica August 2013 - September 2014
Applied Minds, LLC July 2012 - August 2013
Baxter Healthcare December 2008 - December 2010
Baxter Healthcare December 2006 - December 2008
Boeing April 2005 - December 2006
University of Phoenix October 2001 - December 2005
Boeing January 2004 - March 2005
Boeing September 2002 - December 2004
Boeing July 2001 - September 2002
Skills
Succession Planning, Leadership Development, Diversity Training, Performance Management, Metrics, Global HR, Talent Management, Organizational..., Organizational..., Change Management, Instructional Design, Employee Engagement, HR Strategy, Human Capital Management, Process Improvement, Talent Development, Organizational Change, Executive Development, Curriculum Design, Culture Change, Management Development, Team Building, Employee Relations, Generalist, Talent Acquisition, Recruiting, Internet Recruiting, Sourcing, Strategic Planning, Employee Training, Personnel Management, Training, HRIS, Deferred Compensation, Payroll, Human Resources, HR Policies, Leadership
Education
University of Phoenix 1999 — 2001
Master of Arts (M.A.), Organizational Management/Human Resources
Pepperdine University 1996 — 1998
Master of Arts; MBA, Business Administration
University of California, Berkeley 1991 — 1996
Bachelor of Arts, Psychology
Capital Group September 2014 - Present
Transamerica August 2013 - September 2014
Applied Minds, LLC July 2012 - August 2013
Baxter Healthcare December 2008 - December 2010
Baxter Healthcare December 2006 - December 2008
Boeing April 2005 - December 2006
University of Phoenix October 2001 - December 2005
Boeing January 2004 - March 2005
Boeing September 2002 - December 2004
Boeing July 2001 - September 2002
Skills
Succession Planning, Leadership Development, Diversity Training, Performance Management, Metrics, Global HR, Talent Management, Organizational..., Organizational..., Change Management, Instructional Design, Employee Engagement, HR Strategy, Human Capital Management, Process Improvement, Talent Development, Organizational Change, Executive Development, Curriculum Design, Culture Change, Management Development, Team Building, Employee Relations, Generalist, Talent Acquisition, Recruiting, Internet Recruiting, Sourcing, Strategic Planning, Employee Training, Personnel Management, Training, HRIS, Deferred Compensation, Payroll, Human Resources, HR Policies, Leadership
Education
University of Phoenix 1999 — 2001
Master of Arts (M.A.), Organizational Management/Human Resources
Pepperdine University 1996 — 1998
Master of Arts; MBA, Business Administration
University of California, Berkeley 1991 — 1996
Bachelor of Arts, Psychology
Walter Ward Jr Walter Ward Jr's Transamerica Experience May 1995 - Present
Job Sales Manager at Transamerica
Industry Financial Services
Experience
Transamerica May 1995 - Present
Skills
Sales Management, Insurance, Account Management, Direct Sales, Customer Retention, Cold Calling, Sales Process, Sales Presentations, Selling, Sales Operations, Recruiting, Building Relationships, Team Building, Lead Generation, New Business Development, Sales, Fixed Annuities, Life Insurance, Term Life Insurance
Education
West Virginia University 1992 — 1994
Masters of Science, Safety Management
West Virginia University 1989 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Potomac State College of West Virginia University 1986 — 1988
Associate of Arts (A.A.), Business Administration and Management, General
Transamerica May 1995 - Present
Skills
Sales Management, Insurance, Account Management, Direct Sales, Customer Retention, Cold Calling, Sales Process, Sales Presentations, Selling, Sales Operations, Recruiting, Building Relationships, Team Building, Lead Generation, New Business Development, Sales, Fixed Annuities, Life Insurance, Term Life Insurance
Education
West Virginia University 1992 — 1994
Masters of Science, Safety Management
West Virginia University 1989 — 1992
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Potomac State College of West Virginia University 1986 — 1988
Associate of Arts (A.A.), Business Administration and Management, General
Mimi O'Leary, CIMA's Transamerica Experience 2012 - 2013
Job Managing Director at Cedar Capital
Industry Financial Services
Experience
Cedar Capital March 2013 - Present
Transamerica 2012 - 2013
ING Nederland 2009 - 2011
Columbia Management 1999 - 2008
Fidelity Investments 1993 - 1999
Skills
Alternative Investments, Asset Allocation, Finance, Financial Advisory, Investments, Management, Mutual Funds, Retirement Planning, Series 63, Series 7, Wealth Management
Education
University of New Haven 1997 — 1999
Master of Business Administration (MBA)
Roanoke College 1987 — 1991
Bachelor of Arts (B.A.)
Cedar Capital March 2013 - Present
Transamerica 2012 - 2013
ING Nederland 2009 - 2011
Columbia Management 1999 - 2008
Fidelity Investments 1993 - 1999
Skills
Alternative Investments, Asset Allocation, Finance, Financial Advisory, Investments, Management, Mutual Funds, Retirement Planning, Series 63, Series 7, Wealth Management
Education
University of New Haven 1997 — 1999
Master of Business Administration (MBA)
Roanoke College 1987 — 1991
Bachelor of Arts (B.A.)
Shawn Motameni's Transamerica Experience 1992 - 1993
Job Information Technology and Services Consultant and Contractor
Industry Information Technology and Services
Experience
Legend Information Solutions 2003 - Present
Computer Sciences Corporation 1995 - 2001
Farmers Insurance 1993 - 1995
Transamerica 1992 - 1993
Litton Computer Services 1985 - 1992
Skills
Business Process..., Quality Assurance, Interfaces, Software Lifecycle, Technical Requirements, SDLC, Plannning, Business Intelligence, IT Strategy, Oracle E-Business Suite, Integration, Data Warehousing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
MBA, Business Intelligence Strategy
Western Kentucky University 1977 — 1980
BSCS, Computer Science / Mathematics
Legend Information Solutions 2003 - Present
Computer Sciences Corporation 1995 - 2001
Farmers Insurance 1993 - 1995
Transamerica 1992 - 1993
Litton Computer Services 1985 - 1992
Skills
Business Process..., Quality Assurance, Interfaces, Software Lifecycle, Technical Requirements, SDLC, Plannning, Business Intelligence, IT Strategy, Oracle E-Business Suite, Integration, Data Warehousing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
MBA, Business Intelligence Strategy
Western Kentucky University 1977 — 1980
BSCS, Computer Science / Mathematics
Lorna Riley Lorna Riley's Transamerica Experience January 1980 - May 1983
Job CEO at Chart Learning Solutions
Industry Professional Training & Coaching
Experience
Chart Learning Solutions June 2009 - Present
American Training Association May 1986 - May 2009
QED Publications June 1983 - May 1986
Transamerica January 1980 - May 1983
Skills
Sales Development, Leadership Development, Customer Service, Change Management, Employee Engagement, Leadership, Stress Management, Selling Skills, Time Management, Conflict Management, Executive Coaching, Referrals, Train the Trainer, Coaching, Personal Development, Motivational Speaking, Presentation Coaching, Emotional Intelligence, Public Speaking, Executive Development, Organizational..., Team Building, Business Coaching, Sales Management, Strategy, Marketing, Management Consulting, Entrepreneurship, Strategic Planning, Performance Management, E-Learning, Work Life Balance, Management Development, Staff Development, Training, Interviews, Management, Performance Improvement, Sales, Employee Training, Published Author, Workshop Facilitation, 360 Feedback, Program Management, Organizational..., Life Coaching, Consulting, Culture Change, Small Business, MBTI
Education
Plymouth State University 1976 — 1979
MA, Education-work in progress
University of Hartford 1966 — 1971
BA, English Literature and Education
Chart Learning Solutions June 2009 - Present
American Training Association May 1986 - May 2009
QED Publications June 1983 - May 1986
Transamerica January 1980 - May 1983
Skills
Sales Development, Leadership Development, Customer Service, Change Management, Employee Engagement, Leadership, Stress Management, Selling Skills, Time Management, Conflict Management, Executive Coaching, Referrals, Train the Trainer, Coaching, Personal Development, Motivational Speaking, Presentation Coaching, Emotional Intelligence, Public Speaking, Executive Development, Organizational..., Team Building, Business Coaching, Sales Management, Strategy, Marketing, Management Consulting, Entrepreneurship, Strategic Planning, Performance Management, E-Learning, Work Life Balance, Management Development, Staff Development, Training, Interviews, Management, Performance Improvement, Sales, Employee Training, Published Author, Workshop Facilitation, 360 Feedback, Program Management, Organizational..., Life Coaching, Consulting, Culture Change, Small Business, MBTI
Education
Plymouth State University 1976 — 1979
MA, Education-work in progress
University of Hartford 1966 — 1971
BA, English Literature and Education
Natalie Ferrall Natalie Ferrall's Transamerica Experience June 2011 - August 2011
Job Associate at Allen Matkins
Industry Legal Services
Experience
Allen Matkins April 2015 - Present
Hinshaw & Culbertson LLP September 2013 - April 2015
Barger & Wolen LLP June 2012 - July 2012
Transamerica June 2011 - August 2011
Education
Pepperdine University School of Law 2010 — 2013
Juris Doctor
UCLA 2003 — 2006
Bachelor of Arts (B.A.), English Language and Literature; Political Science
Allen Matkins April 2015 - Present
Hinshaw & Culbertson LLP September 2013 - April 2015
Barger & Wolen LLP June 2012 - July 2012
Transamerica June 2011 - August 2011
Education
Pepperdine University School of Law 2010 — 2013
Juris Doctor
UCLA 2003 — 2006
Bachelor of Arts (B.A.), English Language and Literature; Political Science
Talia Ireland Talia Ireland's Transamerica Experience September 2015 - Present
Job Project Manager
Industry Financial Services
Experience
Transamerica September 2015 - Present
GeBBS Healthcare Solutions January 2015 - August 2015
Maxim Healthcare Services January 2014 - January 2015
Coyne & Associates February 2013 - September 2013
Tournament of Roses February 2011 - June 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Teaching, Public Speaking, FileMaker Pro, Outlook, Healthcare, Interviews, Phone Screens, Sourcing, Recruiting, Event Planning, Facebook, FileMaker, Data Entry, Access, Social Media, Social Networking, Leadership
Education
UCSD 2011 — 2013
Bachelor of Arts (B.A.), Communication, General
Pasadena City College 2009 — 2011
Associate of Arts (A.A.)
Transamerica September 2015 - Present
GeBBS Healthcare Solutions January 2015 - August 2015
Maxim Healthcare Services January 2014 - January 2015
Coyne & Associates February 2013 - September 2013
Tournament of Roses February 2011 - June 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Teaching, Public Speaking, FileMaker Pro, Outlook, Healthcare, Interviews, Phone Screens, Sourcing, Recruiting, Event Planning, Facebook, FileMaker, Data Entry, Access, Social Media, Social Networking, Leadership
Education
UCSD 2011 — 2013
Bachelor of Arts (B.A.), Communication, General
Pasadena City College 2009 — 2011
Associate of Arts (A.A.)
Tim Hendrickson Tim Hendrickson's Transamerica Experience March 2014 - Present
Job Corporate Trainer
Industry Financial Services
Experience
Transamerica March 2014 - Present
USAA January 2010 - July 2011
Deluxe Corporation February 2004 - January 2010
Prime Hospitality May 2001 - January 2004
Southern Bells Incorporated July 1997 - August 2000
Education
Regis University 2011 — 2012
Communications
Axia College 2009 — 2010
Associates Degree, Foundations of Business
Transamerica March 2014 - Present
USAA January 2010 - July 2011
Deluxe Corporation February 2004 - January 2010
Prime Hospitality May 2001 - January 2004
Southern Bells Incorporated July 1997 - August 2000
Education
Regis University 2011 — 2012
Communications
Axia College 2009 — 2010
Associates Degree, Foundations of Business
Tajai Smith Tajai Smith's Transamerica Experience June 2013 - Present
Job Licensed Life, Accident & Health Insurance Agent at Transamerica
Industry Financial Services
Experience
Transamerica June 2013 - Present
Primerica August 2012 - May 2013
Greater Lehigh Valley Chamber of Commerce 2013 - 2013
Sodexo October 2008 - May 2012
Skills
Life Insurance, Accident Insurance, Health Insurance, Customer Service, Sales, Fixed Annuities, Final Expense Planning, Conflict Resolution, Employee Benefits, Leadership, Long-term Care, Small Business, 401k, Retirement, Insurance
Education
Penn State University 2008 — 2012
Bachelor's degree, Accounting and Finance
Parkland High School 2004 — 2008
High School Diploma, General Studies
Transamerica June 2013 - Present
Primerica August 2012 - May 2013
Greater Lehigh Valley Chamber of Commerce 2013 - 2013
Sodexo October 2008 - May 2012
Skills
Life Insurance, Accident Insurance, Health Insurance, Customer Service, Sales, Fixed Annuities, Final Expense Planning, Conflict Resolution, Employee Benefits, Leadership, Long-term Care, Small Business, 401k, Retirement, Insurance
Education
Penn State University 2008 — 2012
Bachelor's degree, Accounting and Finance
Parkland High School 2004 — 2008
High School Diploma, General Studies
Mark Hager Mark Hager's Transamerica Experience June 2003 - July 2015
Job Sales Account Executive at CU Direct
Industry Financial Services
Experience
CU Direct July 2015 - Present
Transamerica June 2003 - July 2015
CUNA Mutual Group February 1997 - June 2003
MCS Inc. January 1989 - February 1997
Skills
Loans, Credit Unions, Sales, Financial Services, Consumer Lending
Education
Robert Morris University 1980 — 1984
Bachelor's degree, Business Information Systems
CU Direct July 2015 - Present
Transamerica June 2003 - July 2015
CUNA Mutual Group February 1997 - June 2003
MCS Inc. January 1989 - February 1997
Skills
Loans, Credit Unions, Sales, Financial Services, Consumer Lending
Education
Robert Morris University 1980 — 1984
Bachelor's degree, Business Information Systems
Ching-Chih Wang's Transamerica Experience April 2013 - November 2013
Job Bank Teller at Bank of America
Industry
Experience
Bank of America December 2013 - Present
Transamerica April 2013 - November 2013
Education
University of California, Riverside 2014 — 2017
Associate's Degree, Business Administration and Management, General, Junior
Pasadena City College 2009 — 2013
Bank of America December 2013 - Present
Transamerica April 2013 - November 2013
Education
University of California, Riverside 2014 — 2017
Associate's Degree, Business Administration and Management, General, Junior
Pasadena City College 2009 — 2013
Stephen Kagawa's Transamerica Experience August 1985 - May 1987
Job Helping Financial Advisors help their clients navigate between Asia and the United States
Industry Financial Services
Experience
The Pacific Bridge Companies - (626) 303-5890 1992 - Present
Pacific Guardian Life Pacific Life Prudential Voya 2004 - Present
Syndicated Capital, Inc. 2010 - Present
Occidental Underwriters of Hawaii, Ltd. January 1989 - November 1992
Occidental Underwriters of Hawaii, Ltd. June 1987 - December 1989
Transamerica August 1985 - May 1987
Transamerica June 1984 - June 1986
Skills
International Wealth..., Estate and Financial..., Expertise in strategic..., Financial Planning, Wealth Management, Strategic Planning, Insurance, Mutual Funds, Business Planning, Succession Planning, Retirement Planning, Estate Planning, Long Term Care, Annuities, Investments, Disability Insurance, Asset Management, Financial Advisor..., International, Long-term Care, Fixed Annuities, Strategic Financial..., Asset Allocation, Investment Advisory, Financial Advisory, Retirement, Finance, IRAs, Equities, 401k, Financial Planners, Wealth, Long Term Care Insurance, Series 63, Term Life Insurance, Series 7, Wealth Accumulation, Series 65, Series 6, 401k Rollovers, Universal Life, Roth IRA, FINRA, Variable Annuities, Whole Life, Critical Illness, Wealth Management..., College Savings Plans, Investment Strategies, Retirement Plan...
Education
Punahou School
University of Southern California
The Pacific Bridge Companies - (626) 303-5890 1992 - Present
Pacific Guardian Life Pacific Life Prudential Voya 2004 - Present
Syndicated Capital, Inc. 2010 - Present
Occidental Underwriters of Hawaii, Ltd. January 1989 - November 1992
Occidental Underwriters of Hawaii, Ltd. June 1987 - December 1989
Transamerica August 1985 - May 1987
Transamerica June 1984 - June 1986
Skills
International Wealth..., Estate and Financial..., Expertise in strategic..., Financial Planning, Wealth Management, Strategic Planning, Insurance, Mutual Funds, Business Planning, Succession Planning, Retirement Planning, Estate Planning, Long Term Care, Annuities, Investments, Disability Insurance, Asset Management, Financial Advisor..., International, Long-term Care, Fixed Annuities, Strategic Financial..., Asset Allocation, Investment Advisory, Financial Advisory, Retirement, Finance, IRAs, Equities, 401k, Financial Planners, Wealth, Long Term Care Insurance, Series 63, Term Life Insurance, Series 7, Wealth Accumulation, Series 65, Series 6, 401k Rollovers, Universal Life, Roth IRA, FINRA, Variable Annuities, Whole Life, Critical Illness, Wealth Management..., College Savings Plans, Investment Strategies, Retirement Plan...
Education
Punahou School
University of Southern California
Changhao Wang Changhao Wang's Transamerica Experience October 2013 - February 2014
Job Actively seeking fulltime job in data science and software engineer position
Industry
Experience
Rice University 2008 - Present
Transamerica October 2013 - February 2014
University of Science and Technology Beijing 2005 - 2007
Skills
Matlab, Java, Laser, COMSOL, C, Vacuum, Pipelines, Machining, Labview, AutoCAD, Sensors, Python
Education
Rice University 2007 — 2015
Doctor of Philosophy (Ph.D.), Physics
University of Science and Technology Beijing 2003 — 2007
Bachelor of Science (B.S.), Electrical Engineering
Rice University 2008 - Present
Transamerica October 2013 - February 2014
University of Science and Technology Beijing 2005 - 2007
Skills
Matlab, Java, Laser, COMSOL, C, Vacuum, Pipelines, Machining, Labview, AutoCAD, Sensors, Python
Education
Rice University 2007 — 2015
Doctor of Philosophy (Ph.D.), Physics
University of Science and Technology Beijing 2003 — 2007
Bachelor of Science (B.S.), Electrical Engineering
Sean McQueen's Transamerica Experience April 2015 - Present
Job Currently a Financial Advisor with Transamerica
Industry Computer Networking
Experience
Transamerica April 2015 - Present
O.C. Communications August 2012 - March 2014
O.C. Communications July 2013 - August 2013
O.C. Communications November 2012 - June 2013
101 Entertainment & Promotions June 2009 - November 2012
Prairie View A&M University August 2009 - May 2010
Prairie View A&M University January 2009 - May 2010
Skills
Technical Writing, Microsoft Word, Microsoft Excel, Microsoft Office 2007, Windows XP Pro, Assembly Language, Visual C++, AC/DC Circuits, Network Theory, Windows Vista, Digital Logics Circuits, Microsoft Access, Microsoft Publisher, Windows 7, Networking, Computer Hardware, Critical Thinking, Network Administration, Troubleshooting, Analysis, Training, Visio, Management
Education
Prairie View A&M University 2005 — 2010
Bachelor of Science, Computer Engineering Technology
Transamerica April 2015 - Present
O.C. Communications August 2012 - March 2014
O.C. Communications July 2013 - August 2013
O.C. Communications November 2012 - June 2013
101 Entertainment & Promotions June 2009 - November 2012
Prairie View A&M University August 2009 - May 2010
Prairie View A&M University January 2009 - May 2010
Skills
Technical Writing, Microsoft Word, Microsoft Excel, Microsoft Office 2007, Windows XP Pro, Assembly Language, Visual C++, AC/DC Circuits, Network Theory, Windows Vista, Digital Logics Circuits, Microsoft Access, Microsoft Publisher, Windows 7, Networking, Computer Hardware, Critical Thinking, Network Administration, Troubleshooting, Analysis, Training, Visio, Management
Education
Prairie View A&M University 2005 — 2010
Bachelor of Science, Computer Engineering Technology
Laura McFall Laura McFall's Transamerica Experience October 1992 - April 1996
Job Director of Business Development Northeast at Alloya Corporate FCU
Industry Financial Services
Experience
Alloya Corporate FCU 2001 - Present
Xerox Federal Credit Union April 1996 - May 2001
Transamerica October 1992 - April 1996
Skills
Banking, Credit Unions, Credit, Portfolio Management, Payments, Risk Management, Financial Services, Consumer Lending, Cash Management, Executive Management, Loans, Relationship Management, Insurance, Finance, Credit Analysis, Financial Risk, Credit Risk, Financial Analysis, Investments, Commercial Lending, Underwriting, Strategic Financial..., Small Business Lending, Mergers & Acquisitions
Education
Rochester Institute of Technology 1997 — 2000
MBA
Siena College 1984 — 1988
BS, Finance
Alloya Corporate FCU 2001 - Present
Xerox Federal Credit Union April 1996 - May 2001
Transamerica October 1992 - April 1996
Skills
Banking, Credit Unions, Credit, Portfolio Management, Payments, Risk Management, Financial Services, Consumer Lending, Cash Management, Executive Management, Loans, Relationship Management, Insurance, Finance, Credit Analysis, Financial Risk, Credit Risk, Financial Analysis, Investments, Commercial Lending, Underwriting, Strategic Financial..., Small Business Lending, Mergers & Acquisitions
Education
Rochester Institute of Technology 1997 — 2000
MBA
Siena College 1984 — 1988
BS, Finance
Ke (Suki) Su Ke (Suki) Su's Transamerica Experience March 2014 - Present
Job Research Intern at Shore Group Associates
Industry Management Consulting
Experience
Transamerica March 2014 - Present
Shore Group Associates May 2014 - September 2014
MJ Trade Co. LLC April 2014 - May 2014
Plug Power September 2013 - December 2013
Evident Technologies January 2013 - April 2013
Tsinghua – KingSmart Financial Engineering Research Institute May 2012 - July 2012
Huading Gold Investment Management Company July 2011 - October 2011
ING Life Insurance Company (Bermuda), Ltd. (Fortune 500) February 2011 - February 2011
HCIA & Company September 2010 - December 2010
China Minzu Securities July 2010 - August 2010
Skills
Microsoft Office, Research, Statistics, English, SPSS, Teamwork, Customer Service, Public Speaking, Time Management, Portfolio Management, Budgeting and..., Strategic Management..., Business Analytics
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2012 — 2014
Master of Business Administration (M.B.A.), Business Analytics, Strategy Management, Finance, 3.46
University of International Business and Economics 2008 — 2012
Bachelor's degree, Finance, General; Accounting., 3.5
Transamerica March 2014 - Present
Shore Group Associates May 2014 - September 2014
MJ Trade Co. LLC April 2014 - May 2014
Plug Power September 2013 - December 2013
Evident Technologies January 2013 - April 2013
Tsinghua – KingSmart Financial Engineering Research Institute May 2012 - July 2012
Huading Gold Investment Management Company July 2011 - October 2011
ING Life Insurance Company (Bermuda), Ltd. (Fortune 500) February 2011 - February 2011
HCIA & Company September 2010 - December 2010
China Minzu Securities July 2010 - August 2010
Skills
Microsoft Office, Research, Statistics, English, SPSS, Teamwork, Customer Service, Public Speaking, Time Management, Portfolio Management, Budgeting and..., Strategic Management..., Business Analytics
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 2012 — 2014
Master of Business Administration (M.B.A.), Business Analytics, Strategy Management, Finance, 3.46
University of International Business and Economics 2008 — 2012
Bachelor's degree, Finance, General; Accounting., 3.5
Debra Dean Debra Dean's Transamerica Experience February 2013 - Present
Job Assistant Manager, Reinsurance Operations at Transamerica
Industry Insurance
Experience
Transamerica February 2013 - Present
Transamerica July 1997 - Present
AEGON January 2010 - January 2012
AEGON July 1997 - January 2010
AEGON July 1997 - January 2010
AEGON July 1997 - January 2010
AEGON July 1997 - January 2010
AEGON July 1998 - June 2002
AEGON July 1997 - June 1998
AEGON July 1997 - June 1998
Skills
Insurance, Process Improvement, Analysis, Business Analysis, Team Building, Data Analysis, Project Management, Leadership, Customer Service, Microsoft Word, Research, Access, Operations Management, SDLC, Microsoft Excel, System Administration, Management, Universal Life, Customer Relations, Administration, Excel, Problem Solving, PowerPoint, Word, Program Management, Public Speaking, Process Management, Innovation Management, Communication, Innovation Development, Business Innovation, Cross-team Collaboration, Strategic Planning, Coaching, Mentoring
Education
Regent University 2013 — 2016
Doctor of Philosophy (PhD), Organizational Leadership
University of Louisville 2005 — 2005
Certificate of Management, 2005, Business Administration and Management, General
Spalding University 2004 — 2005
Masters of Science, Business Communication
Spalding University 2002 — 2005
Bachelors of Science, Business Administration
Commonwealth of Kentucky 1997 — 1998
Life & Health Insurance License, Life & Health Insurance
Transamerica February 2013 - Present
Transamerica July 1997 - Present
AEGON January 2010 - January 2012
AEGON July 1997 - January 2010
AEGON July 1997 - January 2010
AEGON July 1997 - January 2010
AEGON July 1997 - January 2010
AEGON July 1998 - June 2002
AEGON July 1997 - June 1998
AEGON July 1997 - June 1998
Skills
Insurance, Process Improvement, Analysis, Business Analysis, Team Building, Data Analysis, Project Management, Leadership, Customer Service, Microsoft Word, Research, Access, Operations Management, SDLC, Microsoft Excel, System Administration, Management, Universal Life, Customer Relations, Administration, Excel, Problem Solving, PowerPoint, Word, Program Management, Public Speaking, Process Management, Innovation Management, Communication, Innovation Development, Business Innovation, Cross-team Collaboration, Strategic Planning, Coaching, Mentoring
Education
Regent University 2013 — 2016
Doctor of Philosophy (PhD), Organizational Leadership
University of Louisville 2005 — 2005
Certificate of Management, 2005, Business Administration and Management, General
Spalding University 2004 — 2005
Masters of Science, Business Communication
Spalding University 2002 — 2005
Bachelors of Science, Business Administration
Commonwealth of Kentucky 1997 — 1998
Life & Health Insurance License, Life & Health Insurance
Dana (Kibic) Tayag Dana (Kibic) Tayag's Transamerica Experience September 2009 - September 2012
Job HR Business Professional/Generalist D.C./Balt Metro Area
Industry Human Resources
Experience
Maryland Lottery and Gaming Control Agency August 2014 - Present
Horseshoe Casino Baltimore May 2014 - July 2014
Maryland Live Casino November 2012 - May 2014
Transamerica September 2009 - September 2012
Champion Realty, Inc. July 2004 - December 2009
Gateway Health Services, Inc. November 2002 - July 2004
CareFirst BlueCross BlueShield October 1990 - July 1998
Blue Cross Blue Shield, National Capital Area May 1983 - October 1990
Education
University of Maryland University College
Bachelor's degree, Business Management, HRM-Labor Relations
LOMA (Life Office Management Association) 2012 — 2012
Life Insurance
Prince George's Community College
Associate of Arts (A.A.), Dental Assisting/Assistant
Maryland Lottery and Gaming Control Agency August 2014 - Present
Horseshoe Casino Baltimore May 2014 - July 2014
Maryland Live Casino November 2012 - May 2014
Transamerica September 2009 - September 2012
Champion Realty, Inc. July 2004 - December 2009
Gateway Health Services, Inc. November 2002 - July 2004
CareFirst BlueCross BlueShield October 1990 - July 1998
Blue Cross Blue Shield, National Capital Area May 1983 - October 1990
Education
University of Maryland University College
Bachelor's degree, Business Management, HRM-Labor Relations
LOMA (Life Office Management Association) 2012 — 2012
Life Insurance
Prince George's Community College
Associate of Arts (A.A.), Dental Assisting/Assistant
Wayne Brunson Wayne Brunson's Transamerica Experience April 2012 - Present
Job Independent Consultant at Arbonne Independent Consultant
Industry Consumer Services
Experience
Arbonne Independent Consultant August 2014 - Present
Transamerica April 2012 - Present
Skills
Customer Service, Telephone Skills, Call Centers, Customer Satisfaction, Process Improvement, Time Management, Insurance, Outlook, Customer Retention, Data Entry, Sales, Credit, apple repair and apple..., Retail, Team Building, Strategic Planning, Microsoft Excel
Education
Rockingham Community College 1998 — 1999
diploma, nursing LPN, 2.5
Arbonne Independent Consultant August 2014 - Present
Transamerica April 2012 - Present
Skills
Customer Service, Telephone Skills, Call Centers, Customer Satisfaction, Process Improvement, Time Management, Insurance, Outlook, Customer Retention, Data Entry, Sales, Credit, apple repair and apple..., Retail, Team Building, Strategic Planning, Microsoft Excel
Education
Rockingham Community College 1998 — 1999
diploma, nursing LPN, 2.5
Dennis DeWitt Dennis DeWitt's Transamerica Experience 2004 - Present
Job DeWitt Financial Services / Investment Advisor Representative Transamerica Financial
Industry Financial Services
Experience
Transamerica 2004 - Present
New England Financial 1984 - 2004
Education
Pennsylvania College of Technology
Wyalusing High School
Transamerica 2004 - Present
New England Financial 1984 - 2004
Education
Pennsylvania College of Technology
Wyalusing High School
Naomi DeMarco Naomi DeMarco's Transamerica Experience May 2014 - January 2015
Job Email Manager at Yes Lifecycle Marketing Infogroup
Industry Marketing and Advertising
Experience
Yes Lifecycle Marketing February 2015 - Present
Transamerica May 2014 - January 2015
EyeMed Vision Care January 2013 - May 2014
Luxottica Retail September 2009 - January 2013
Business Information Solutions February 2008 - August 2008
CMC Properties January 2008 - June 2008
Skills
Account Management, Integrated Marketing, Cross-functional Team..., Management, Salesforce.com, Marketing Strategy, Process Improvement, Digital Marketing, Marketing Management, Web Analytics, Market Research, Analysis, Web Content Management, Web Design, Email Marketing, Marketing Automation, HTML, Customer Service
Education
University of Cincinnati College of Business 2007 — 2008
MS, Marketing
Purdue University 2001 — 2005
BA, Psychology
Yes Lifecycle Marketing February 2015 - Present
Transamerica May 2014 - January 2015
EyeMed Vision Care January 2013 - May 2014
Luxottica Retail September 2009 - January 2013
Business Information Solutions February 2008 - August 2008
CMC Properties January 2008 - June 2008
Skills
Account Management, Integrated Marketing, Cross-functional Team..., Management, Salesforce.com, Marketing Strategy, Process Improvement, Digital Marketing, Marketing Management, Web Analytics, Market Research, Analysis, Web Content Management, Web Design, Email Marketing, Marketing Automation, HTML, Customer Service
Education
University of Cincinnati College of Business 2007 — 2008
MS, Marketing
Purdue University 2001 — 2005
BA, Psychology
Greg Cleaver Greg Cleaver's Transamerica Experience 1999 - 2004
Job IT Project Manager at CoreLogic
Industry Information Technology and Services
Experience
CoreLogic January 2013 - Present
CoreLogic July 2012 - January 2013
CoreLogic August 2007 - July 2012
CoreLogic July 2005 - June 2007
Transamerica 1999 - 2004
First American Financial Corporation August 1993 - July 1999
Skills
Requirements Gathering, Requirements Analysis, Business Analysis, Business Requirements, User Acceptance Testing, Quality Assurance, Testing, Process Improvement, Business Process, Analysis, SDLC, Project Management, Test Cases, Vendor Management, Software Quality..., Regression Testing, MS Project, Quality Center, Software Development, PMP, Agile Methodologies, DB2, SharePoint, Program Management, Test Planning, Waterfall, Software Project..., Software Documentation, Business Intelligence, Visio, Business Process..., Databases, Integration, PMO, SQL, Systems Analysis, Data Warehousing, Data Modeling, Microsoft SQL Server, Agile Project Management, JCL, Scrum, ETL, Oracle, Risk Management, Enterprise Architecture, SOA, COBOL, ITIL, Resource Management
Education
Richland College 1991 — 1992
Southern Nazarene University 1989 — 1990
CoreLogic January 2013 - Present
CoreLogic July 2012 - January 2013
CoreLogic August 2007 - July 2012
CoreLogic July 2005 - June 2007
Transamerica 1999 - 2004
First American Financial Corporation August 1993 - July 1999
Skills
Requirements Gathering, Requirements Analysis, Business Analysis, Business Requirements, User Acceptance Testing, Quality Assurance, Testing, Process Improvement, Business Process, Analysis, SDLC, Project Management, Test Cases, Vendor Management, Software Quality..., Regression Testing, MS Project, Quality Center, Software Development, PMP, Agile Methodologies, DB2, SharePoint, Program Management, Test Planning, Waterfall, Software Project..., Software Documentation, Business Intelligence, Visio, Business Process..., Databases, Integration, PMO, SQL, Systems Analysis, Data Warehousing, Data Modeling, Microsoft SQL Server, Agile Project Management, JCL, Scrum, ETL, Oracle, Risk Management, Enterprise Architecture, SOA, COBOL, ITIL, Resource Management
Education
Richland College 1991 — 1992
Southern Nazarene University 1989 — 1990
J. Michael Hanselman J. Michael Hanselman's Transamerica Experience September 2002 - July 2003
Job Regional Director at Piedmont Capital Distributors, LLC
Industry Financial Services
Experience
Piedmont Capital Distributors, LLC July 2013 - Present
Northumbria Properties, Inc. June 2012 - Present
Sun Life Financial February 2005 - June 2012
Lincoln Financial Group December 2003 - December 2004
Transamerica September 2002 - July 2003
AXA Equitable April 1997 - September 2002
Skills
Wholesaling, Annuity, Separately Managed..., FINRA Series 7, 24 & 63, Strategic Coach, Advanced Fusion Training, Long Term Care..., Retirement Planning..., Mutual Funds, Series 7, Fixed Annuities, Wholesale, Retirement Planning, Training, Series 63, Retirement, Wealth Management, 401k, Financial Advisory, IRAs, Strategic Financial..., Investments, Life & Health Insurance..., Wealth Management..., Wealth Accumulation, Investment Advisory, Alternative Investments, Financial Services, Asset Allocation, Investment Management, Disability Insurance, Insurance, Variable Annuities, Term Life Insurance, Life Insurance, FINRA, Uniform Combined State..., Bonds, Series 65, Estate Planning, Investment Strategies, Long-term Care, Securities, Wealth, ETFs, Pensions, Long Term Care Insurance, Series 24, Financial Planners, Personal Financial...
Education
Penn State University 1977 — 1979
BS, Finance & Accounting
Penns Valley High School
Penns Valley High School
Penns Valley High School
Piedmont Capital Distributors, LLC July 2013 - Present
Northumbria Properties, Inc. June 2012 - Present
Sun Life Financial February 2005 - June 2012
Lincoln Financial Group December 2003 - December 2004
Transamerica September 2002 - July 2003
AXA Equitable April 1997 - September 2002
Skills
Wholesaling, Annuity, Separately Managed..., FINRA Series 7, 24 & 63, Strategic Coach, Advanced Fusion Training, Long Term Care..., Retirement Planning..., Mutual Funds, Series 7, Fixed Annuities, Wholesale, Retirement Planning, Training, Series 63, Retirement, Wealth Management, 401k, Financial Advisory, IRAs, Strategic Financial..., Investments, Life & Health Insurance..., Wealth Management..., Wealth Accumulation, Investment Advisory, Alternative Investments, Financial Services, Asset Allocation, Investment Management, Disability Insurance, Insurance, Variable Annuities, Term Life Insurance, Life Insurance, FINRA, Uniform Combined State..., Bonds, Series 65, Estate Planning, Investment Strategies, Long-term Care, Securities, Wealth, ETFs, Pensions, Long Term Care Insurance, Series 24, Financial Planners, Personal Financial...
Education
Penn State University 1977 — 1979
BS, Finance & Accounting
Penns Valley High School
Penns Valley High School
Penns Valley High School
Jason Wibben Jason Wibben's Transamerica Experience December 2007 - April 2015
Job Lead Business Analyst at ACT
Industry Education Management
Experience
ACT April 2015 - Present
Transamerica December 2007 - April 2015
Siemens December 2000 - December 2007
Mattel Interactive February 2000 - December 2000
PAL Health Technologies 1999 - 2000
GKC Theaters 1996 - 1999
Skills
Management, PMP, PMO, Project Delivery, Stakeholder Management, Project Portfolio..., AWD, Public Transport, Windows Server, Android, MS Project, Microsoft SQL Server, Great Plains Software, Crystal Reports, Oracle SQL, Computer Hardware, Private Pilot, SharePoint, Requirements Analysis, Requirements Gathering, IT Management, Integration, Visio, Software Project..., SDLC, Business Analysis
Education
University of Illinois Springfield 1996 — 1997
Robert Morris College 1993 — 1995
ACT April 2015 - Present
Transamerica December 2007 - April 2015
Siemens December 2000 - December 2007
Mattel Interactive February 2000 - December 2000
PAL Health Technologies 1999 - 2000
GKC Theaters 1996 - 1999
Skills
Management, PMP, PMO, Project Delivery, Stakeholder Management, Project Portfolio..., AWD, Public Transport, Windows Server, Android, MS Project, Microsoft SQL Server, Great Plains Software, Crystal Reports, Oracle SQL, Computer Hardware, Private Pilot, SharePoint, Requirements Analysis, Requirements Gathering, IT Management, Integration, Visio, Software Project..., SDLC, Business Analysis
Education
University of Illinois Springfield 1996 — 1997
Robert Morris College 1993 — 1995
Earl Porter's Transamerica Experience February 2006 - December 2008
Job Vice President Americas Field Operations
Industry Computer Software
Experience
Qualys November 2012 - Present
Trustwave January 2009 - November 2012
Transamerica February 2006 - December 2008
Scottish RE January 2005 - November 2005
Microsoft April 1993 - November 2004
Skills
Pre-sales, Professional Services, Cloud Computing, New Business Development, Cloud Security, Information Security, Security, Business Continuity, CISSP, PCI DSS, Information Security..., Risk Assessment, Computer Security, Enterprise Software, Data Security, Enterprise Risk..., IT Management, COBIT, DLP, Risk Management, Data Privacy, IT Audit, CISA, Security Management, Security Audits, Network Security, Security Assessments, Cyber Security, Disaster Recovery, ISO 27001, Security Policy, Security Awareness, CISM, Payment Industry, Web Application Security, Encryption, Vulnerability Assessment, Governance, Sarbanes-Oxley Act, Incident Response, Solution Architecture, Financial Risk, Project Planning, Security Architecture..., SOX, Information Security..., Privacy
Education
Queens College 1994 — 1996
MBA
University of Oklahoma 1985 — 1990
BBA
Qualys November 2012 - Present
Trustwave January 2009 - November 2012
Transamerica February 2006 - December 2008
Scottish RE January 2005 - November 2005
Microsoft April 1993 - November 2004
Skills
Pre-sales, Professional Services, Cloud Computing, New Business Development, Cloud Security, Information Security, Security, Business Continuity, CISSP, PCI DSS, Information Security..., Risk Assessment, Computer Security, Enterprise Software, Data Security, Enterprise Risk..., IT Management, COBIT, DLP, Risk Management, Data Privacy, IT Audit, CISA, Security Management, Security Audits, Network Security, Security Assessments, Cyber Security, Disaster Recovery, ISO 27001, Security Policy, Security Awareness, CISM, Payment Industry, Web Application Security, Encryption, Vulnerability Assessment, Governance, Sarbanes-Oxley Act, Incident Response, Solution Architecture, Financial Risk, Project Planning, Security Architecture..., SOX, Information Security..., Privacy
Education
Queens College 1994 — 1996
MBA
University of Oklahoma 1985 — 1990
BBA
Maninderjit Singh's Transamerica Experience January 2015 - Present
Job Business Intelligence Analyst at Transamerica
Industry Information Technology and Services
Experience
Transamerica January 2015 - Present
Community Partnership of Southern Arizona (CPSA) August 2014 - December 2014
Community Partnership of Southern Arizona (CPSA) June 2014 - August 2014
Accenture November 2012 - August 2013
Accenture July 2011 - October 2012
Accenture August 2010 - June 2011
Skills
C++, VBA, SSIS, SSRS, Data Analysis, Database Design, ASP.NET, Databases, Business Intelligence, ETL, Microsoft SQL Server, Data Modeling, Oracle, SharePoint, Requirements Gathering, C#, Access, JavaScript, Visio, SDLC, PL/SQL, SQL, Data Warehousing, Oracle SQL Developer
Education
University of Arizona, Eller College of Management 2013 — 2014
Master's degree, Management Information Systems
Punjab Technical University 2006 — 2010
Bachelor of Technology (B.Tech.), Computer Science, 3.97/4.0
Transamerica January 2015 - Present
Community Partnership of Southern Arizona (CPSA) August 2014 - December 2014
Community Partnership of Southern Arizona (CPSA) June 2014 - August 2014
Accenture November 2012 - August 2013
Accenture July 2011 - October 2012
Accenture August 2010 - June 2011
Skills
C++, VBA, SSIS, SSRS, Data Analysis, Database Design, ASP.NET, Databases, Business Intelligence, ETL, Microsoft SQL Server, Data Modeling, Oracle, SharePoint, Requirements Gathering, C#, Access, JavaScript, Visio, SDLC, PL/SQL, SQL, Data Warehousing, Oracle SQL Developer
Education
University of Arizona, Eller College of Management 2013 — 2014
Master's degree, Management Information Systems
Punjab Technical University 2006 — 2010
Bachelor of Technology (B.Tech.), Computer Science, 3.97/4.0
Frank Dappah's Transamerica Experience June 2012 - Present
Job Financial Representative
Industry Investment Management
Experience
Transamerica June 2012 - Present
Yatalie Capital Management Co. January 2010 - Present
Insphere Insurance Solutions January 2007 - 2008
Skills
Whole Life, Life Insurance, Term Life Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Long-term Care, Insurance, Retirement, Health Insurance, Critical Illness, IRAs, Strategic Financial..., Financial Planners, Small Business, Accident, Investments, Wealth Management, Estate Planning, Universal Life, 401k, Equities, Options
Education
Penn State University 2002 — 2006
Electrical Engineering, Engineering
Transamerica June 2012 - Present
Yatalie Capital Management Co. January 2010 - Present
Insphere Insurance Solutions January 2007 - 2008
Skills
Whole Life, Life Insurance, Term Life Insurance, Fixed Annuities, Disability Insurance, Retirement Planning, Long-term Care, Insurance, Retirement, Health Insurance, Critical Illness, IRAs, Strategic Financial..., Financial Planners, Small Business, Accident, Investments, Wealth Management, Estate Planning, Universal Life, 401k, Equities, Options
Education
Penn State University 2002 — 2006
Electrical Engineering, Engineering
Gagandeep Sidhu Gagandeep Sidhu's Transamerica Experience January 2014 - Present
Job Financial Advisor at Transamerica
Industry Construction
Experience
Transamerica January 2014 - Present
Transportation Company December 2005 - Present
Skills
Electricians, Project Management, Project Planning, Management, Small Business, Strategy, Team Building, Marketing, Customer Service
Education
Punjab Technical University 1995 — 1999
Transamerica January 2014 - Present
Transportation Company December 2005 - Present
Skills
Electricians, Project Management, Project Planning, Management, Small Business, Strategy, Team Building, Marketing, Customer Service
Education
Punjab Technical University 1995 — 1999
Alan Leizear's Transamerica Experience August 2013 - November 2013
Job Student Law at Stetson University
Industry Law Practice
Experience
Oklahoma Tax Commission February 2015 - Present
Stetson University August 2011 - December 2013
Transamerica August 2013 - November 2013
D.J. Carey Notaries July 2012 - November 2012
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Mediation, Civil Litigation, Research, Intellectual Property, Corporate Law, Commercial Litigation, Courts, Higher Education, Public Speaking, Criminal Law, International Law
Education
Stetson University 2011 — 2013
J.D., Law
Rollins College 2008 — 2011
Bachelor's degree, Philosophy
Oklahoma Tax Commission February 2015 - Present
Stetson University August 2011 - December 2013
Transamerica August 2013 - November 2013
D.J. Carey Notaries July 2012 - November 2012
Skills
Legal Research, Legal Writing, Litigation, Westlaw, Mediation, Civil Litigation, Research, Intellectual Property, Corporate Law, Commercial Litigation, Courts, Higher Education, Public Speaking, Criminal Law, International Law
Education
Stetson University 2011 — 2013
J.D., Law
Rollins College 2008 — 2011
Bachelor's degree, Philosophy
Christopher Van Degraft's Transamerica Experience October 2004 - June 2010
Job Financial Representative at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial® April 2014 - Present
ProEquities, Inc. January 2013 - Present
New England Financial August 2010 - December 2012
Transamerica October 2004 - June 2010
Northern Trust June 1992 - March 2004
Boatman's Trust Company June 1989 - June 1992
Skills
Retirement, 401k, Asset Management, Investments, Retirement Planning, Pensions, Mutual Funds, Series 63, Defined Benefit, Series 7, Wealth Management, Series 6, Fixed Annuities, IRAs, Uniform Combined State..., Asset Allocation, Investment Advisory, FINRA, Qualified Retirement..., Non-Qualified Deferred..., Series 65, Retirement Plan..., Financial Services, Employee Benefits, Securities, Profit Sharing, Finance, Insurance, ERISA, Investment Strategies, Defined Contribution, Life Insurance, Estate Planning, Strategic Financial..., Disability Insurance
Education
Webster University 1989 — 1990
Master of Arts (M.A.), Finance
University of Illinois Springfield 1987 — 1989
Bachelor of Arts (B.A.), Economics
Rock Valley College 1986 — 1987
Associate of Arts (A.A.), Business Administration
Illinois Valley Community College 1985 — 1986
Business Administration
COUNTRY Financial® April 2014 - Present
ProEquities, Inc. January 2013 - Present
New England Financial August 2010 - December 2012
Transamerica October 2004 - June 2010
Northern Trust June 1992 - March 2004
Boatman's Trust Company June 1989 - June 1992
Skills
Retirement, 401k, Asset Management, Investments, Retirement Planning, Pensions, Mutual Funds, Series 63, Defined Benefit, Series 7, Wealth Management, Series 6, Fixed Annuities, IRAs, Uniform Combined State..., Asset Allocation, Investment Advisory, FINRA, Qualified Retirement..., Non-Qualified Deferred..., Series 65, Retirement Plan..., Financial Services, Employee Benefits, Securities, Profit Sharing, Finance, Insurance, ERISA, Investment Strategies, Defined Contribution, Life Insurance, Estate Planning, Strategic Financial..., Disability Insurance
Education
Webster University 1989 — 1990
Master of Arts (M.A.), Finance
University of Illinois Springfield 1987 — 1989
Bachelor of Arts (B.A.), Economics
Rock Valley College 1986 — 1987
Associate of Arts (A.A.), Business Administration
Illinois Valley Community College 1985 — 1986
Business Administration
Christopher Godley LUTCF, MDRT Christopher Godley LUTCF, MDRT's Transamerica Experience March 2000 - August 2012
Job State Farm Agent
Industry Insurance
Experience
State Farm Insurance August 2012 - Present
East Carolina University 2013 - 2014
East Carolina University 1997 - 2013
Transamerica March 2000 - August 2012
Liberty Life Insurance Company June 1997 - February 2000
Skills
Sales Management, Sales Support, Sales Process, Sales Operations, Team Building, Insurance, Small Business, Universal Life, Health Insurance, Life Insurance, Training, Term Life Insurance, Fixed Annuities, Business Development, Disability Insurance, Long-term Care, Sales, Management, Customer Service, Long Term Care Insurance, Permanent Life Insurance, Retirement Planning, Whole Life
Education
The American College 2006 — 2009
LUTCF, BUSINESS
Beautfort County College 1992 — 1996
Business Administration, Management and Operations
Pitt Community College
State Farm Insurance August 2012 - Present
East Carolina University 2013 - 2014
East Carolina University 1997 - 2013
Transamerica March 2000 - August 2012
Liberty Life Insurance Company June 1997 - February 2000
Skills
Sales Management, Sales Support, Sales Process, Sales Operations, Team Building, Insurance, Small Business, Universal Life, Health Insurance, Life Insurance, Training, Term Life Insurance, Fixed Annuities, Business Development, Disability Insurance, Long-term Care, Sales, Management, Customer Service, Long Term Care Insurance, Permanent Life Insurance, Retirement Planning, Whole Life
Education
The American College 2006 — 2009
LUTCF, BUSINESS
Beautfort County College 1992 — 1996
Business Administration, Management and Operations
Pitt Community College
Jojo Zhou Jojo Zhou's Transamerica Experience May 2005 - Present
Job Enterpreneur
Industry Financial Services
Experience
Transamerica May 2005 - Present
Associated Services of International Adoption April 2007 - June 2010
Education
Portland State University 2000 — 2004
Bachelor of Arts (B.A.), Finance, General
Transamerica May 2005 - Present
Associated Services of International Adoption April 2007 - June 2010
Education
Portland State University 2000 — 2004
Bachelor of Arts (B.A.), Finance, General
Gabriel Ethier Gabriel Ethier's Transamerica Experience 1987 - 1997
Job Conseiller au développement des affaires internationales
Industry International Trade and Development
Experience
Québec Global 100 CEO Network March 2010 - Present
Textron Financial July 2007 - March 2009
Desjardins March 2006 - July 2007
Bombardier Capital April 2002 - May 2005
Bombardier Capital July 2000 - March 2002
Bombardier Capital April 1997 - June 2000
Transamerica 1987 - 1997
Skills
Gestion de..., Planification..., Négociations..., Préparation des budgets..., Gestion du changement..., Développement des..., Développement commercial, Marketing, Stratégie, Management, New Business Development, Stratégie commerciale, Stratégie marketing, Consulting en management, Entrepreneuriat, Gestion des risques, Planification..., Leadership, Négociations
Education
Queen's University 2003 — 2003
Queens's Exective program
Université Laval 1983 — 1986
Baccalauréat en administration des affaires
Québec Global 100 CEO Network March 2010 - Present
Textron Financial July 2007 - March 2009
Desjardins March 2006 - July 2007
Bombardier Capital April 2002 - May 2005
Bombardier Capital July 2000 - March 2002
Bombardier Capital April 1997 - June 2000
Transamerica 1987 - 1997
Skills
Gestion de..., Planification..., Négociations..., Préparation des budgets..., Gestion du changement..., Développement des..., Développement commercial, Marketing, Stratégie, Management, New Business Development, Stratégie commerciale, Stratégie marketing, Consulting en management, Entrepreneuriat, Gestion des risques, Planification..., Leadership, Négociations
Education
Queen's University 2003 — 2003
Queens's Exective program
Université Laval 1983 — 1986
Baccalauréat en administration des affaires
Dan Jund Dan Jund's Transamerica Experience 1967 - 2002
Job Chairman and CoFounder at National Benefit Partners
Industry Insurance
Experience
National Benefit Partners July 2005 - Present
Transamerica Assurance 1988 - 2002
Transamerica 1967 - 2002
Transamerica Life Insurance Company 1967 - 2002
Skills
Insurance, Health Insurance, Disability Insurance, Investments, New Business Development, Employee Benefits, Life Insurance, Long-term Care, Brokers, Accident, Small Business, Long Term Care Insurance, Critical Illness, Whole Life, Term Life Insurance, Health Savings Accounts, Coaching, Strategic Planning, Leadership, Underwriting, Sales Management, Workers Compensation, Universal Life, Team Building, Executive Management, Medicare, Fixed Annuities, Insurance Brokerage, Professional Liability, Commercial Insurance, Voluntary Employee..., Key Person Insurance, 401k, Group Medical, Group Insurance, IRAs, Health Policy, Cafeteria Plans, Agents, Umbrella Insurance, Dentistry, Retirement
Education
Pepperdine University
National Benefit Partners July 2005 - Present
Transamerica Assurance 1988 - 2002
Transamerica 1967 - 2002
Transamerica Life Insurance Company 1967 - 2002
Skills
Insurance, Health Insurance, Disability Insurance, Investments, New Business Development, Employee Benefits, Life Insurance, Long-term Care, Brokers, Accident, Small Business, Long Term Care Insurance, Critical Illness, Whole Life, Term Life Insurance, Health Savings Accounts, Coaching, Strategic Planning, Leadership, Underwriting, Sales Management, Workers Compensation, Universal Life, Team Building, Executive Management, Medicare, Fixed Annuities, Insurance Brokerage, Professional Liability, Commercial Insurance, Voluntary Employee..., Key Person Insurance, 401k, Group Medical, Group Insurance, IRAs, Health Policy, Cafeteria Plans, Agents, Umbrella Insurance, Dentistry, Retirement
Education
Pepperdine University
Christian Bonelli, CIMA® Christian Bonelli, CIMA®'s Transamerica Experience May 2013 - Present
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica May 2013 - Present
Legg Mason January 2009 - May 2013
Fidelity Investments March 2006 - November 2008
Citizens Financial Group June 2004 - March 2006
Putnam Investments 2000 - 2004
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, 401k, Investments, Wealth Management, Retirement, ETFs
Education
Providence College 1999 — 2000
M.B.A., Business
Providence College 1994 — 1998
B.S. Business, Business
Suffield Academy 1992 — 1994
Avon Old Farms 1990 — 1992
Transamerica May 2013 - Present
Legg Mason January 2009 - May 2013
Fidelity Investments March 2006 - November 2008
Citizens Financial Group June 2004 - March 2006
Putnam Investments 2000 - 2004
Skills
Series 7, Series 63, Mutual Funds, Separately Managed..., Alternative Investments, Asset Allocation, 401k, Investments, Wealth Management, Retirement, ETFs
Education
Providence College 1999 — 2000
M.B.A., Business
Providence College 1994 — 1998
B.S. Business, Business
Suffield Academy 1992 — 1994
Avon Old Farms 1990 — 1992
Lance Winger Lance Winger's Transamerica Experience March 2011 - Present
Job Production Support Analyst at Transamerica
Industry Insurance
Experience
Transamerica March 2011 - Present
AEGON June 1996 - March 2011
Pennsylvania DEP 1994 - 1996
Education
Penn State University 1989 — 1993
B.S., QBA
Transamerica March 2011 - Present
AEGON June 1996 - March 2011
Pennsylvania DEP 1994 - 1996
Education
Penn State University 1989 — 1993
B.S., QBA
Michael Lidestri Michael Lidestri's Transamerica Experience December 1984 - July 1998
Job Commercial Flood Insurance Analyst, A.V.P. at Citi Corporate & Investment Bank
Industry Banking
Experience
Citi Corporate & Investment Bank December 2014 - Present
Hudson City Savings Bank May 2011 - December 2014
Data Trace,LLC August 1999 - August 2008
United One Resources November 1998 - August 1999
Transamerica December 1984 - July 1998
Skills
Customer Service, Operations Management, Risk Management, Office Management, Mortgage Lending, Loans, Process Improvement, Banking, Mortgage Banking, Outlook, Microsoft Office, Microsoft Excel, Insurance, Credit, Strategic Planning, Project Management, Analysis, Microsoft Word, Vendor Management, Residential Mortgages, Real Estate, Flood Insurance, Management, Leadership, Mortgage Servicing, Loan Servicing, Credit Risk, Loss Mitigation, Sales, Credit Analysis, Loan Origination, Finance, Financial Risk, Portfolio Management, Consumer Lending, Refinance, Underwriting, Commercial Lending, Mortgage Underwriting, Retail Banking, Branch Banking, Commercial Banking, FHA, Business Development, Change Management, Operational Risk, CRM, Relationship Management, Financial Services, Training
Education
Ramapo College of New Jersey 1976 — 1980
BA, Literature
Citi Corporate & Investment Bank December 2014 - Present
Hudson City Savings Bank May 2011 - December 2014
Data Trace,LLC August 1999 - August 2008
United One Resources November 1998 - August 1999
Transamerica December 1984 - July 1998
Skills
Customer Service, Operations Management, Risk Management, Office Management, Mortgage Lending, Loans, Process Improvement, Banking, Mortgage Banking, Outlook, Microsoft Office, Microsoft Excel, Insurance, Credit, Strategic Planning, Project Management, Analysis, Microsoft Word, Vendor Management, Residential Mortgages, Real Estate, Flood Insurance, Management, Leadership, Mortgage Servicing, Loan Servicing, Credit Risk, Loss Mitigation, Sales, Credit Analysis, Loan Origination, Finance, Financial Risk, Portfolio Management, Consumer Lending, Refinance, Underwriting, Commercial Lending, Mortgage Underwriting, Retail Banking, Branch Banking, Commercial Banking, FHA, Business Development, Change Management, Operational Risk, CRM, Relationship Management, Financial Services, Training
Education
Ramapo College of New Jersey 1976 — 1980
BA, Literature
Paul A. Richardson Paul A. Richardson's Transamerica Experience 2000 - 2001
Job Managing Director, GALLOPING Solutions, LLC
Industry Utilities
Experience
GALLOPING Solutions, LLC 2001 - Present
Transamerica 2000 - 2001
Security Benefit 1996 - 2000
GE Capital 1994 - 1996
Skills
Electric Power, Power Transmission, Energy, Power Distribution, Power Systems, Engineering, Renewable Energy, Electrical Engineering, Project Engineering, Project Management, Construction, Transmission, Power Plants, Wind, Management, Energy Management
Education
Providence College 1982 — 1986
Bachelor of Science, Marketing
Lexington High School 1979 — 1982
GALLOPING Solutions, LLC 2001 - Present
Transamerica 2000 - 2001
Security Benefit 1996 - 2000
GE Capital 1994 - 1996
Skills
Electric Power, Power Transmission, Energy, Power Distribution, Power Systems, Engineering, Renewable Energy, Electrical Engineering, Project Engineering, Project Management, Construction, Transmission, Power Plants, Wind, Management, Energy Management
Education
Providence College 1982 — 1986
Bachelor of Science, Marketing
Lexington High School 1979 — 1982
Jeremy Levin's Transamerica Experience February 2015 - Present
Job Actuarial Student at Transamerica
Industry Insurance
Experience
Transamerica February 2015 - Present
Transamerica March 2014 - February 2015
121 Tutor Agency June 2013 - March 2014
Gold Seal Pest Control January 2007 - June 2012
Indiana Alcohol Research Center (at IU Hospital) September 2011 - December 2011
Hadassah Hospital - Ein Karem June 2011 - July 2011
Skills
Microsoft Excel, Java, Microsoft Office, SQL, Project Management, Databases, Analysis, Data Analysis, Research, Insurance, VBA, Community Outreach
Education
Purdue University 2007 — 2011
Bachelor of Science (BS), Mathematics, GPA 3.989
Transamerica February 2015 - Present
Transamerica March 2014 - February 2015
121 Tutor Agency June 2013 - March 2014
Gold Seal Pest Control January 2007 - June 2012
Indiana Alcohol Research Center (at IU Hospital) September 2011 - December 2011
Hadassah Hospital - Ein Karem June 2011 - July 2011
Skills
Microsoft Excel, Java, Microsoft Office, SQL, Project Management, Databases, Analysis, Data Analysis, Research, Insurance, VBA, Community Outreach
Education
Purdue University 2007 — 2011
Bachelor of Science (BS), Mathematics, GPA 3.989
David Broadnax David Broadnax's Transamerica Experience 1999 - 2000
Job Student
Industry Telecommunications
Experience
Student at Kingsborough Community College August 2012 - Present
Queens College July 2008 - September 2009
VNSNY 2001 - 2008
Visiting Nurse Service of New York 2001 - 2007
The Monitor Company May 2000 - January 2001
Mastercard 2001 - 2001
Transamerica 1999 - 2000
Skills
TCP/IP, CCNA, Cisco Technologies, Switches, Windows Server, VPN, Unix, Troubleshooting, Windows, Active Directory, Security, Operating Systems, Linux, System Administration, VoIP
Education
Queens College 2005 — 2012
Student at Kingsborough Community College August 2012 - Present
Queens College July 2008 - September 2009
VNSNY 2001 - 2008
Visiting Nurse Service of New York 2001 - 2007
The Monitor Company May 2000 - January 2001
Mastercard 2001 - 2001
Transamerica 1999 - 2000
Skills
TCP/IP, CCNA, Cisco Technologies, Switches, Windows Server, VPN, Unix, Troubleshooting, Windows, Active Directory, Security, Operating Systems, Linux, System Administration, VoIP
Education
Queens College 2005 — 2012
yan mao yan mao's Transamerica Experience June 2014 - June 2015
Job Actuarial Assistant at QBE North America
Industry Insurance
Experience
QBE North America June 2015 - Present
Transamerica June 2014 - June 2015
UCLA January 2014 - June 2014
California Department of Insurance June 2013 - May 2014
Skills
Actuarial Science, FM/2, P/1, Exam MLC, Probability, R, Statistical Modeling, Statistics, Probability Theory, Access, Mandarin, Economics, Insurance, Data Analysis, Health Insurance, Life Insurance, Calculus, EXAM MFE
Education
UCLA 2012 — 2014
Bachelor of Science (BS), Mathematics and Applied Science
Pasadena City College 2009 — 2012
QBE North America June 2015 - Present
Transamerica June 2014 - June 2015
UCLA January 2014 - June 2014
California Department of Insurance June 2013 - May 2014
Skills
Actuarial Science, FM/2, P/1, Exam MLC, Probability, R, Statistical Modeling, Statistics, Probability Theory, Access, Mandarin, Economics, Insurance, Data Analysis, Health Insurance, Life Insurance, Calculus, EXAM MFE
Education
UCLA 2012 — 2014
Bachelor of Science (BS), Mathematics and Applied Science
Pasadena City College 2009 — 2012
Gregg Cassius Gregg Cassius's Transamerica Experience 1997 - 2000
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America April 2012 - Present
Liberty Mutual Insurance April 2008 - April 2012
Sutherland Global Services Inc. 2005 - 2007
ViewPoint Bank 2004 - 2006
USAA 2000 - 2003
Transamerica 1997 - 2000
First American 1993 - 1997
Huntington Mortgage 1990 - 1993
City Federal 1987 - 1991
Lomas & Nettleton 1985 - 1987
Skills
Relationship Management, Mortgage Lending, Business Development, Vendor Management, Portfolio Management, Time Management, Process Improvement, Leadership, Banking, Negotiation, Credit, Loans, Mortgage Banking, Outsourcing, CRM, Underwriting, Insurance, Customer Service, Account Management, Management, Call Centers, Executive Management, Finance, Financial Analysis, Financial Risk, Financial Services, Sales, Sales Management
Education
University of the Incarnate Word 2001 — 2002
Master of Business Administration (MBA)
University of North Texas 1997 — 2000
MS, Economics
Princeton University 1989 — 1990
Applied Economics
University of Colorado Boulder 1976 — 1979
Regis High School 1969 — 1973
College Prep
Bank of America April 2012 - Present
Liberty Mutual Insurance April 2008 - April 2012
Sutherland Global Services Inc. 2005 - 2007
ViewPoint Bank 2004 - 2006
USAA 2000 - 2003
Transamerica 1997 - 2000
First American 1993 - 1997
Huntington Mortgage 1990 - 1993
City Federal 1987 - 1991
Lomas & Nettleton 1985 - 1987
Skills
Relationship Management, Mortgage Lending, Business Development, Vendor Management, Portfolio Management, Time Management, Process Improvement, Leadership, Banking, Negotiation, Credit, Loans, Mortgage Banking, Outsourcing, CRM, Underwriting, Insurance, Customer Service, Account Management, Management, Call Centers, Executive Management, Finance, Financial Analysis, Financial Risk, Financial Services, Sales, Sales Management
Education
University of the Incarnate Word 2001 — 2002
Master of Business Administration (MBA)
University of North Texas 1997 — 2000
MS, Economics
Princeton University 1989 — 1990
Applied Economics
University of Colorado Boulder 1976 — 1979
Regis High School 1969 — 1973
College Prep
David Jamriska, PMP, CSM's Transamerica Experience June 1994 - October 2000
Job Manager at Orange County Sheriff's Department
Industry Computer Software
Experience
Orange County Sheriff's Department November 2013 - Present
La Brea Consulting, Inc February 2008 - November 2013
Tribridge September 2012 - July 2013
Wilshire Media Group June 2007 - December 2007
The Walt Disney Studios October 2000 - June 2007
Transamerica June 1994 - October 2000
US Army Reserve November 1984 - December 1995
Pacific Theatres June 1993 - June 1995
Ivy Hill Corporation October 1991 - November 1993
Sierra Online February 1991 - October 1991
Skills
SharePoint, Microsoft CRM, Portals, Software Development, PMP, Certified Scrum Master..., Scrum, SQL Server, SSRS, Microsoft SQL Server, Project Management, C#, Software Project..., Vendor Management, Enterprise Software, Integration, SDLC, Databases, IT Strategy, Leadership, Management, Business Intelligence, Requirements Analysis, Agile Methodologies, Business Process, E-commerce, CRM, Process Improvement, Pre-sales, Program Management, Change Management, Web Services, Requirements Gathering, Team Leadership, .NET, Enterprise Architecture, SaaS, Cloud Computing, Testing, Business Development, Agile Project Management, Consulting, ERP, IT Management, Analysis, Business Analysis, Solution Architecture, Project Portfolio..., Networking, Business Process...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
BS, Business Management
PMI ScrumMaster Certification Program
Orange County Sheriff's Department November 2013 - Present
La Brea Consulting, Inc February 2008 - November 2013
Tribridge September 2012 - July 2013
Wilshire Media Group June 2007 - December 2007
The Walt Disney Studios October 2000 - June 2007
Transamerica June 1994 - October 2000
US Army Reserve November 1984 - December 1995
Pacific Theatres June 1993 - June 1995
Ivy Hill Corporation October 1991 - November 1993
Sierra Online February 1991 - October 1991
Skills
SharePoint, Microsoft CRM, Portals, Software Development, PMP, Certified Scrum Master..., Scrum, SQL Server, SSRS, Microsoft SQL Server, Project Management, C#, Software Project..., Vendor Management, Enterprise Software, Integration, SDLC, Databases, IT Strategy, Leadership, Management, Business Intelligence, Requirements Analysis, Agile Methodologies, Business Process, E-commerce, CRM, Process Improvement, Pre-sales, Program Management, Change Management, Web Services, Requirements Gathering, Team Leadership, .NET, Enterprise Architecture, SaaS, Cloud Computing, Testing, Business Development, Agile Project Management, Consulting, ERP, IT Management, Analysis, Business Analysis, Solution Architecture, Project Portfolio..., Networking, Business Process...
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2007
BS, Business Management
PMI ScrumMaster Certification Program
Jerilyn Suster's Transamerica Experience August 2008 - July 2011
Job Elementary School Teacher
Industry Education Management
Experience
Englewood Public School District August 2013 - Present
Shaffer Elementary June 2012 - May 2013
Western State Colorado University August 2011 - May 2012
Transamerica August 2008 - July 2011
Transamerica March 2006 - July 2008
MetLife July 2005 - March 2006
Skills
Series 7, Mutual Funds, Series 63, Retirement Planning, Fixed Annuities, Asset Allocation, Securities, Retirement, Investments, 401k, Wealth Management, Series 6, Strategic Financial...
Education
Western State College 2011 — 2013
MA, Education
Regis University 2007 — 2008
MBA, Finance & Accounting
University of Colorado Denver 2002 — 2004
BS, Marketing
Englewood Public School District August 2013 - Present
Shaffer Elementary June 2012 - May 2013
Western State Colorado University August 2011 - May 2012
Transamerica August 2008 - July 2011
Transamerica March 2006 - July 2008
MetLife July 2005 - March 2006
Skills
Series 7, Mutual Funds, Series 63, Retirement Planning, Fixed Annuities, Asset Allocation, Securities, Retirement, Investments, 401k, Wealth Management, Series 6, Strategic Financial...
Education
Western State College 2011 — 2013
MA, Education
Regis University 2007 — 2008
MBA, Finance & Accounting
University of Colorado Denver 2002 — 2004
BS, Marketing
Bill Brosnan Bill Brosnan's Transamerica Experience April 2009 - October 2014
Job Account Executive at Associated Pension Consultants, Inc
Industry Financial Services
Experience
Associated Pension Consultants, Inc. February 2015 - Present
Transamerica April 2009 - October 2014
Global Design Concepts March 2008 - October 2008
Ralph Lauren January 2007 - February 2008
LT Apparel Group May 2006 - December 2006
Kenneth Cole Productions November 2002 - May 2006
Ralph Lauren March 2000 - October 2002
Education
Rider University 1993 — 1997
B.S. in Business Administration, Finance, General
Associated Pension Consultants, Inc. February 2015 - Present
Transamerica April 2009 - October 2014
Global Design Concepts March 2008 - October 2008
Ralph Lauren January 2007 - February 2008
LT Apparel Group May 2006 - December 2006
Kenneth Cole Productions November 2002 - May 2006
Ralph Lauren March 2000 - October 2002
Education
Rider University 1993 — 1997
B.S. in Business Administration, Finance, General
Richard Farrell Richard Farrell's Transamerica Experience October 1998 - May 2009
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial May 2009 - Present
Transamerica October 1998 - May 2009
Jackson National Life Insurance Co. December 1995 - October 1998
Loyola Investment Services, Inc June 1990 - December 1995
Skills
Financial Services, Retirement Planning, Variable Annuities, Fixed Annuities, SPIA, Mutual Funds, Series 7, Series 26, Series 63, Alternative Investments, Asset Allocation
Education
Randolph-Macon College 1980 — 1984
BA, Political Science
The American College 1995 — 1995
ChFC, CLU
Calvert Hall High School 1976 — 1980
Nationwide Financial May 2009 - Present
Transamerica October 1998 - May 2009
Jackson National Life Insurance Co. December 1995 - October 1998
Loyola Investment Services, Inc June 1990 - December 1995
Skills
Financial Services, Retirement Planning, Variable Annuities, Fixed Annuities, SPIA, Mutual Funds, Series 7, Series 26, Series 63, Alternative Investments, Asset Allocation
Education
Randolph-Macon College 1980 — 1984
BA, Political Science
The American College 1995 — 1995
ChFC, CLU
Calvert Hall High School 1976 — 1980
Lisa K Perry Lisa K Perry's Transamerica Experience April 2014 - July 2015
Job Customer Care Consultant at Transamerica
Industry Insurance
Experience
Lincare Holdings, Inc July 2015 - Present
Primerica April 2014 - Present
Lealman CERT May 2008 - Present
Caregiver October 2005 - Present
Disaster Activations January 1995 - Present
Transamerica April 2014 - July 2015
Ameriplan January 2013 - January 2014
Calvary Chapel Disaster International Relief Team May 2008 - December 2012
Virginia Department of Emergency Management November 2009 - November 2010
Bon Secours Health System December 2008 - October 2009
Skills
Microsoft Office, Accounts Payable, Incident Command, Emergency Management, HSEEP, Exercises, Disaster Response, Public Speaking, Training, Emergency Services, Community Outreach, Preparedness, Homeland Security, Program Management, Policy, First Responder, EMS, Government, Public Safety, First Aid, Crisis Management, Cpr Certified, Business Continuity, Community Development, Leadership, Teaching, Team Building, Counterterrorism, Supervisory Skills, Rescue, Volunteer Management, Program Development, Staff Development, Time Management, Healthcare, Marketing, Project Planning, Management, Leadership Development, Facebook, Nonprofits, Fundraising, Human Resources, Contingency Planning, Grants, CPR Certified
Education
University of North Texas 1994 — 1995
BS, Emergency Administration & Planning (EADP)
Purdue University Calumet 1979 — 1983
Accounting and Business
Morton High School 1979 — 1979
Lincare Holdings, Inc July 2015 - Present
Primerica April 2014 - Present
Lealman CERT May 2008 - Present
Caregiver October 2005 - Present
Disaster Activations January 1995 - Present
Transamerica April 2014 - July 2015
Ameriplan January 2013 - January 2014
Calvary Chapel Disaster International Relief Team May 2008 - December 2012
Virginia Department of Emergency Management November 2009 - November 2010
Bon Secours Health System December 2008 - October 2009
Skills
Microsoft Office, Accounts Payable, Incident Command, Emergency Management, HSEEP, Exercises, Disaster Response, Public Speaking, Training, Emergency Services, Community Outreach, Preparedness, Homeland Security, Program Management, Policy, First Responder, EMS, Government, Public Safety, First Aid, Crisis Management, Cpr Certified, Business Continuity, Community Development, Leadership, Teaching, Team Building, Counterterrorism, Supervisory Skills, Rescue, Volunteer Management, Program Development, Staff Development, Time Management, Healthcare, Marketing, Project Planning, Management, Leadership Development, Facebook, Nonprofits, Fundraising, Human Resources, Contingency Planning, Grants, CPR Certified
Education
University of North Texas 1994 — 1995
BS, Emergency Administration & Planning (EADP)
Purdue University Calumet 1979 — 1983
Accounting and Business
Morton High School 1979 — 1979
Brian McKelvey's Transamerica Experience January 2015 - June 2015
Job Director of Marketing and Business Development at Crescat Capital LLC
Industry Investment Management
Experience
Crescat Capital LLC June 2015 - Present
Transamerica January 2015 - June 2015
Transamerica January 2012 - January 2015
Transamerica December 2008 - January 2012
Primerica April 2007 - December 2008
Ascend Performing Arts, Inc. 1998 - 2002
Skills
Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Retirement, Customer Service, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Microsoft Excel, Financial Analysis, Personal Finance, Financial Services, Microsoft Office, Series 6, Variable Annuities, Call Centers, Sales, Finance, Salesforce.com, Relationship Management, Income Protection, Sales Presentations
Education
Regis University 2014 — 2016
Bachelor's Degree, Finance, General, 3.9
Metropolitan State College of Denver 2011 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services
The Culinary Institute of America 2002 — 2004
A.A., Associate, Occupational Studies--Culinary Arts 2004
Gateway High School 1994 — 1998
General Studies
Crescat Capital LLC June 2015 - Present
Transamerica January 2015 - June 2015
Transamerica January 2012 - January 2015
Transamerica December 2008 - January 2012
Primerica April 2007 - December 2008
Ascend Performing Arts, Inc. 1998 - 2002
Skills
Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Retirement, Customer Service, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Microsoft Excel, Financial Analysis, Personal Finance, Financial Services, Microsoft Office, Series 6, Variable Annuities, Call Centers, Sales, Finance, Salesforce.com, Relationship Management, Income Protection, Sales Presentations
Education
Regis University 2014 — 2016
Bachelor's Degree, Finance, General, 3.9
Metropolitan State College of Denver 2011 — 2013
Bachelor of Science (B.S.), Finance and Financial Management Services
The Culinary Institute of America 2002 — 2004
A.A., Associate, Occupational Studies--Culinary Arts 2004
Gateway High School 1994 — 1998
General Studies
Demetrius Feemster Demetrius Feemster's Transamerica Experience March 2013 - January 2015
Job
Industry Insurance
Experience
Centene Corporation January 2015 - Present
Transamerica March 2013 - January 2015
Little Rock Cardiology Clinic June 2001 - January 2012
Little Rock Cardiology Clinic June 1995 - May 2001
Skills
Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, PowerPoint, Budgets, Customer Service, Research, Accounting, English, Strategic Planning, Windows, Accounts Payable, Accounts Receivable
Education
University of Arkansas at Little Rock 2007 — 2011
Bachelor's degree, History
Pulaski Technical College 2003 — 2005
Associate of Arts (AA), General Studies
Centene Corporation January 2015 - Present
Transamerica March 2013 - January 2015
Little Rock Cardiology Clinic June 2001 - January 2012
Little Rock Cardiology Clinic June 1995 - May 2001
Skills
Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, PowerPoint, Budgets, Customer Service, Research, Accounting, English, Strategic Planning, Windows, Accounts Payable, Accounts Receivable
Education
University of Arkansas at Little Rock 2007 — 2011
Bachelor's degree, History
Pulaski Technical College 2003 — 2005
Associate of Arts (AA), General Studies
Jeff Minter's Transamerica Experience June 2014 - November 2014
Job Travel Agent Sales & Service Team Member at Globus family of brands
Industry Leisure, Travel & Tourism
Experience
Globus family of brands March 2015 - Present
Transamerica June 2014 - November 2014
Minter + Reid April 2013 - November 2014
ACE Cash Express April 2011 - November 2014
Baldocchi & Minter LLC April 2010 - November 2014
Resolution Research & Marketing, Inc. January 2012 - February 2014
Fieldwork March 2010 - September 2011
Skills
Market Research, Patent Searching, Secondary Research, Primary Research, Editing, Social Media, Sales, Public Relations, Creative Writing, Data Analysis, Competitive Analysis, Qualitative Research, Marketing Strategy, Segmentation, Marketing Communications
Education
Regis University 2011 — 2013
MBA, General Studies
University of Colorado at Denver 2004 — 2007
BA, English Literature
Globus family of brands March 2015 - Present
Transamerica June 2014 - November 2014
Minter + Reid April 2013 - November 2014
ACE Cash Express April 2011 - November 2014
Baldocchi & Minter LLC April 2010 - November 2014
Resolution Research & Marketing, Inc. January 2012 - February 2014
Fieldwork March 2010 - September 2011
Skills
Market Research, Patent Searching, Secondary Research, Primary Research, Editing, Social Media, Sales, Public Relations, Creative Writing, Data Analysis, Competitive Analysis, Qualitative Research, Marketing Strategy, Segmentation, Marketing Communications
Education
Regis University 2011 — 2013
MBA, General Studies
University of Colorado at Denver 2004 — 2007
BA, English Literature
Jason Holmberg Jason Holmberg's Transamerica Experience May 2015 - Present
Job INTERNAL SALES TRANSAMERICA
Industry Financial Services
Experience
Transamerica May 2015 - Present
Great-West Financial September 2009 - May 2015
Invesco Aim May 2008 - August 2009
Invesco Aim September 2004 - April 2008
Invesco Aim June 2004 - August 2004
Invesco Aim September 2003 - May 2004
Skills
regional, Regional Development, Present, Product Demonstration, 401k, VAriab, Wholesaling, B2B, Salesforce.com, Life Insurance, Fixed, Wholesale, Coaching, Management, Finance, Strategy, Team Building, Leadership, Sales, Recruiting, Business Development, Customer Service, Mutual Funds, Strategic Financial..., Account Management, Investments, Customer Service..., Financial Services, Relationship Management, Team Leadership, Process Improvement, Strategic Planning, CRM, Hiring, Business Analysis, Financial Planning
Education
Regis University 2003 — 2007
Graduate Degree, Business Administration and Management, General
Fort Lewis College 1991 — 1995
Bachelors of Arts, Business Administration
Transamerica May 2015 - Present
Great-West Financial September 2009 - May 2015
Invesco Aim May 2008 - August 2009
Invesco Aim September 2004 - April 2008
Invesco Aim June 2004 - August 2004
Invesco Aim September 2003 - May 2004
Skills
regional, Regional Development, Present, Product Demonstration, 401k, VAriab, Wholesaling, B2B, Salesforce.com, Life Insurance, Fixed, Wholesale, Coaching, Management, Finance, Strategy, Team Building, Leadership, Sales, Recruiting, Business Development, Customer Service, Mutual Funds, Strategic Financial..., Account Management, Investments, Customer Service..., Financial Services, Relationship Management, Team Leadership, Process Improvement, Strategic Planning, CRM, Hiring, Business Analysis, Financial Planning
Education
Regis University 2003 — 2007
Graduate Degree, Business Administration and Management, General
Fort Lewis College 1991 — 1995
Bachelors of Arts, Business Administration
Evan Conner Evan Conner's Transamerica Experience March 2015 - Present
Job .
Industry Capital Markets
Experience
Transamerica March 2015 - Present
Department of Veterans Affairs June 2009 - February 2012
Skills
Electricity, Public Speaking, Arabic, Weapon Systems, Weapons Handling, Weapons Training, Hand to Hand Combat, Radio Communication, Wilderness First Aid, First Aid, Customer Service, Call Center, Social Media Marketing, Social Media, Social Skills, Criminal Law, Criminal Justice, Criminology, Political Science, Sales, Construction, Low Voltage, Team Leadership, Zendesk, E-commerce, Project Management, Customer Experience, Multi-Cultural Team...
Education
Portland Community College 2009 — 2012
Political Science and Government/ Criminal Justice, N/A
Transamerica March 2015 - Present
Department of Veterans Affairs June 2009 - February 2012
Skills
Electricity, Public Speaking, Arabic, Weapon Systems, Weapons Handling, Weapons Training, Hand to Hand Combat, Radio Communication, Wilderness First Aid, First Aid, Customer Service, Call Center, Social Media Marketing, Social Media, Social Skills, Criminal Law, Criminal Justice, Criminology, Political Science, Sales, Construction, Low Voltage, Team Leadership, Zendesk, E-commerce, Project Management, Customer Experience, Multi-Cultural Team...
Education
Portland Community College 2009 — 2012
Political Science and Government/ Criminal Justice, N/A
Wes Koch Wes Koch's Transamerica Experience April 2008 - Present
Job Senior Agent at Transamerica Agency Network
Industry Financial Services
Experience
Transamerica April 2008 - Present
Skills
Financial Services,..., Employee Benefits, Fixed Annuities, Health Insurance, 401k, Financial Services, Time Management, Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Retirement Planning, Retirement
Education
Reinhardt College 2003 — 2007
Bachelor of Business Administration (BBA), Marketing, Management
Transamerica April 2008 - Present
Skills
Financial Services,..., Employee Benefits, Fixed Annuities, Health Insurance, 401k, Financial Services, Time Management, Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Retirement Planning, Retirement
Education
Reinhardt College 2003 — 2007
Bachelor of Business Administration (BBA), Marketing, Management
Justin K. Smith Justin K. Smith's Transamerica Experience March 2008 - August 2009
Job Senior Director of Development OSU Foundation
Industry Nonprofit Organization Management
Experience
Oklahoma State University Foundation October 2012 - Present
KU Endowment September 2009 - November 2012
Transamerica March 2008 - August 2009
Countrywide September 2005 - December 2007
Skills
Sales, Fundraising, Sales Management, Nonprofits, Philanthropy, Prospect Research, Stewardship, Event Planning, Volunteer Management, Annual Giving, Higher Education, Community Outreach, Strategic Planning, Public Speaking, Program Development, Management
Education
Pittsburg State University 2002 — 2004
MA, History
University of South Florida 1998 — 2000
BA, International Studies
Florida College 1996 — 1998
AA
Oklahoma State University Foundation October 2012 - Present
KU Endowment September 2009 - November 2012
Transamerica March 2008 - August 2009
Countrywide September 2005 - December 2007
Skills
Sales, Fundraising, Sales Management, Nonprofits, Philanthropy, Prospect Research, Stewardship, Event Planning, Volunteer Management, Annual Giving, Higher Education, Community Outreach, Strategic Planning, Public Speaking, Program Development, Management
Education
Pittsburg State University 2002 — 2004
MA, History
University of South Florida 1998 — 2000
BA, International Studies
Florida College 1996 — 1998
AA
Carrie Boles Carrie Boles's Transamerica Experience December 2014 - July 2015
Job HR Generalist at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation July 2015 - Present
Transamerica December 2014 - July 2015
Transamerica May 2012 - July 2015
Pearson - Assessment & Instruction August 2006 - May 2012
Pearson Assessments March 2004 - August 2006
Frohwein Office Plus February 2003 - October 2004
Skills
PHR, Applicant Tracking..., HRIS, Employee Relations, Human Resources, Onboarding, SPHR, New Hire Orientations, Talent Management, Talent Acquisition, Personnel Management, Employee Benefits, HR Policies, Training
Education
Penn State University 2010 — 2016
Masters, HR Management and Employee Relations
University of Iowa 1999 — 2003
Bachelor of Arts, English
Regions Financial Corporation July 2015 - Present
Transamerica December 2014 - July 2015
Transamerica May 2012 - July 2015
Pearson - Assessment & Instruction August 2006 - May 2012
Pearson Assessments March 2004 - August 2006
Frohwein Office Plus February 2003 - October 2004
Skills
PHR, Applicant Tracking..., HRIS, Employee Relations, Human Resources, Onboarding, SPHR, New Hire Orientations, Talent Management, Talent Acquisition, Personnel Management, Employee Benefits, HR Policies, Training
Education
Penn State University 2010 — 2016
Masters, HR Management and Employee Relations
University of Iowa 1999 — 2003
Bachelor of Arts, English
Jim Jelley Jim Jelley's Transamerica Experience May 1985 - January 1989
Job Principal at Jelley Properties
Industry Real Estate
Experience
Jelley Properties January 1989 - Present
Home Federal S&L 1989 - January 1992
Transamerica May 1985 - January 1989
Skills
Loans, Banking, Investments, Marketing Strategy, Marketing, Negotiation, Team Building, New Business Development, Sales Management, Strategic Planning, Short Sales, Residential Homes, Real Estate, Investment Properties, Selling, Real Estate Transactions, Investors, Small Business
Education
Point Loma Nazarene University 1979 — 1981
Bachelor's degree, Economics
University of Arizona, Eller College of Management
Bachelors, Economics
Jelley Properties January 1989 - Present
Home Federal S&L 1989 - January 1992
Transamerica May 1985 - January 1989
Skills
Loans, Banking, Investments, Marketing Strategy, Marketing, Negotiation, Team Building, New Business Development, Sales Management, Strategic Planning, Short Sales, Residential Homes, Real Estate, Investment Properties, Selling, Real Estate Transactions, Investors, Small Business
Education
Point Loma Nazarene University 1979 — 1981
Bachelor's degree, Economics
University of Arizona, Eller College of Management
Bachelors, Economics
Marina Giordano's Transamerica Experience November 2014 - Present
Job Experienced and Licensed Retirement Consultant
Industry Investment Management
Experience
Transamerica November 2014 - Present
Lincoln Financial Group April 2014 - October 2014
ADP January 2012 - June 2013
Vanguard June 2001 - February 2004
Skills
Retirement Plan..., 401k, ERISA, Series 63, Series 6, Relationship Management, Series 7 in training, Maintaining Strong..., Works well individually, Works well in a team, Mutual Funds, IRAs, Investment Education, Compliance Analysis
Education
Penn State University 1993 — 1997
Bachelor's of Science, Human Development and Family Studies, General
MBA in near future
Transamerica November 2014 - Present
Lincoln Financial Group April 2014 - October 2014
ADP January 2012 - June 2013
Vanguard June 2001 - February 2004
Skills
Retirement Plan..., 401k, ERISA, Series 63, Series 6, Relationship Management, Series 7 in training, Maintaining Strong..., Works well individually, Works well in a team, Mutual Funds, IRAs, Investment Education, Compliance Analysis
Education
Penn State University 1993 — 1997
Bachelor's of Science, Human Development and Family Studies, General
MBA in near future
Alise Smith's Transamerica Experience May 2014 - Present
Job Client Relationship Manager at Transamerica
Industry Financial Services
Experience
Transamerica May 2014 - Present
Windstream Communications January 2013 - Present
Navigator Telecommunications 2009 - 2012
Navigator Telecommunications 2006 - 2009
Navigator Telecommunications 2003 - 2006
Charter Communications 2001 - 2002
Arkansas Democrat-Gazette 2000 - 2001
Comcast Cable 1995 - 2000
Skills
VoIP, Project Management, Key Account Management, Key Account Development, Customer Service..., Telecommunications..., Wireless Networking, Customer Acquisition, Sales Management, Non-profit Volunteer, Training, Mentoring, Community Outreach, Strategic Planning, Management, Contract Negotiation, Leadership, Sales, Telecommunications, Unified Communications, CRM, Solution Selling, Customer Retention, Selling, Customer Service, Marketing, Wireless, Managed Services, New Business Development, Enterprise Software, Networking, Call Centers
Education
University of Arkansas at Little Rock 2015 — 2017
Bachelor’s Degree, Bachelor of Arts in Business Administration
Pulaski Technical College 2012 — 2015
Associate’s Degree, Associate of Arts in Business Administration
Transamerica May 2014 - Present
Windstream Communications January 2013 - Present
Navigator Telecommunications 2009 - 2012
Navigator Telecommunications 2006 - 2009
Navigator Telecommunications 2003 - 2006
Charter Communications 2001 - 2002
Arkansas Democrat-Gazette 2000 - 2001
Comcast Cable 1995 - 2000
Skills
VoIP, Project Management, Key Account Management, Key Account Development, Customer Service..., Telecommunications..., Wireless Networking, Customer Acquisition, Sales Management, Non-profit Volunteer, Training, Mentoring, Community Outreach, Strategic Planning, Management, Contract Negotiation, Leadership, Sales, Telecommunications, Unified Communications, CRM, Solution Selling, Customer Retention, Selling, Customer Service, Marketing, Wireless, Managed Services, New Business Development, Enterprise Software, Networking, Call Centers
Education
University of Arkansas at Little Rock 2015 — 2017
Bachelor’s Degree, Bachelor of Arts in Business Administration
Pulaski Technical College 2012 — 2015
Associate’s Degree, Associate of Arts in Business Administration
Nicholas Klawitter's Transamerica Experience June 2012 - July 2014
Job Actuarial Analyst at Genworth
Industry Insurance
Experience
Genworth August 2014 - Present
Transamerica June 2012 - July 2014
AEGON Americas December 2011 - June 2012
ArcelorMittal May 2009 - August 2009
ArcelorMittal May 2008 - August 2008
Skills
Actuarial Science, Probability, FM/2, Actuarial Exams, MoSes, VEE, Economics, Microsoft Excel, Statistics, Embedded Value, Actuaries, P/1, Prophet, Insurance, Financial Analysis, Data Analysis
Education
Purdue University 2006 — 2010
Bachelor of Science, Actuarial Science & Statistics
Genworth August 2014 - Present
Transamerica June 2012 - July 2014
AEGON Americas December 2011 - June 2012
ArcelorMittal May 2009 - August 2009
ArcelorMittal May 2008 - August 2008
Skills
Actuarial Science, Probability, FM/2, Actuarial Exams, MoSes, VEE, Economics, Microsoft Excel, Statistics, Embedded Value, Actuaries, P/1, Prophet, Insurance, Financial Analysis, Data Analysis
Education
Purdue University 2006 — 2010
Bachelor of Science, Actuarial Science & Statistics
Jennifer Yellott's Transamerica Experience September 2014 - August 2015
Job Regional Sales Manager at Aspire Financial Services, LLC
Industry Financial Services
Experience
Aspire Financial Services, LLC August 2015 - Present
Transamerica September 2014 - August 2015
Great-West Retirement Services October 2010 - September 2014
Great-West Retirement Services October 2005 - June 2011
Great-West Healthcare January 2004 - October 2005
Skills
Retirement Plan..., 401k, Insurance, Retirement, ERISA, Series 63, Investments, Series 6, Asset Allocation, Sales, Defined Contribution, Pensions, Series 26, Life and Variable..., FINRA, Series 7, Securities, Retirement Planning, Mutual Funds, Management, Profit Sharing, Defined Benefit, Relationship Management, Qualified Retirement..., Financial Services, Series 65, Fixed Annuities, Investment Advisory, IRAs, Uniform Combined State..., Investment Strategies, 401k Rollovers, Series 24, Employee Benefits, Roth IRA, Financial Advisory, Asset Management, Life Insurance, Variable Annuities, Strategic Financial..., Separately Managed..., 403 b, 457 Plans, Wealth Management
Education
Penn State University 1998 — 2002
English, Publishing
Aspire Financial Services, LLC August 2015 - Present
Transamerica September 2014 - August 2015
Great-West Retirement Services October 2010 - September 2014
Great-West Retirement Services October 2005 - June 2011
Great-West Healthcare January 2004 - October 2005
Skills
Retirement Plan..., 401k, Insurance, Retirement, ERISA, Series 63, Investments, Series 6, Asset Allocation, Sales, Defined Contribution, Pensions, Series 26, Life and Variable..., FINRA, Series 7, Securities, Retirement Planning, Mutual Funds, Management, Profit Sharing, Defined Benefit, Relationship Management, Qualified Retirement..., Financial Services, Series 65, Fixed Annuities, Investment Advisory, IRAs, Uniform Combined State..., Investment Strategies, 401k Rollovers, Series 24, Employee Benefits, Roth IRA, Financial Advisory, Asset Management, Life Insurance, Variable Annuities, Strategic Financial..., Separately Managed..., 403 b, 457 Plans, Wealth Management
Education
Penn State University 1998 — 2002
English, Publishing
Donna (Donna Short) Abbott Donna (Donna Short) Abbott's Transamerica Experience November 2004 - Present
Job Senior Sales Agent at Transamerica
Industry Financial Services
Experience
Transamerica November 2004 - Present
Skills
Sales Management, Sales Prospecting, Life Insurance, Helping Clients Succeed, Cold Calling, Sales Presentations, Customer Retention, Insurance, Direct Sales, Fixed Annuities, Relationship Management, Investments, Call Centers, Term Life Insurance, Disability Insurance, Health Insurance, Retirement Planning, Sales
Education
Radford University 2000 — 2004
Bachelor of Business Administration (BBA), Management
Lord Botetourt
Transamerica November 2004 - Present
Skills
Sales Management, Sales Prospecting, Life Insurance, Helping Clients Succeed, Cold Calling, Sales Presentations, Customer Retention, Insurance, Direct Sales, Fixed Annuities, Relationship Management, Investments, Call Centers, Term Life Insurance, Disability Insurance, Health Insurance, Retirement Planning, Sales
Education
Radford University 2000 — 2004
Bachelor of Business Administration (BBA), Management
Lord Botetourt
Terrye Pruitt's Transamerica Experience November 2005 - November 2006
Job M&B Analyst at USAble Life
Industry Financial Services
Experience
USAble Life September 2014 - Present
USAble Life November 2008 - September 2014
Transamerica Employee Benefits February 2006 - November 2008
Transamerica November 2005 - November 2006
Nuvell Financial Services August 2003 - November 2005
Wachovia Operational Svcs LLC August 1996 - August 2003
US Navy June 1989 - June 1997
Skills
Insurance, Customer Service, Banking, Accounting, Microsoft Excel, Finance, Account Reconciliation
Education
Pulaski Technical College
Associate of Arts (AA), Accounting
University of Arkansas at Little Rock
Associate of Arts (AA), Non-Professional General Legal Studies (Undergraduate)
USAble Life September 2014 - Present
USAble Life November 2008 - September 2014
Transamerica Employee Benefits February 2006 - November 2008
Transamerica November 2005 - November 2006
Nuvell Financial Services August 2003 - November 2005
Wachovia Operational Svcs LLC August 1996 - August 2003
US Navy June 1989 - June 1997
Skills
Insurance, Customer Service, Banking, Accounting, Microsoft Excel, Finance, Account Reconciliation
Education
Pulaski Technical College
Associate of Arts (AA), Accounting
University of Arkansas at Little Rock
Associate of Arts (AA), Non-Professional General Legal Studies (Undergraduate)
Chuck Bautista Chuck Bautista's Transamerica Experience August 2011 - December 2014
Job Regional Vice President at Dreyfus Investments
Industry Financial Services
Experience
BNY Mellon January 2015 - Present
Transamerica August 2011 - December 2014
Curian Capital March 2003 - December 2011
Transamerica Capital 2002 - 2003
Merrill Lynch October 1999 - March 2002
Education
Regis University 2004 — 2006
MBA, Business
Regis University 1994 — 1998
Bachelor of Arts, Spanish
BNY Mellon January 2015 - Present
Transamerica August 2011 - December 2014
Curian Capital March 2003 - December 2011
Transamerica Capital 2002 - 2003
Merrill Lynch October 1999 - March 2002
Education
Regis University 2004 — 2006
MBA, Business
Regis University 1994 — 1998
Bachelor of Arts, Spanish
Angel Benito Go Angel Benito Go's Transamerica Experience January 1999 - March 2001
Job Accounting Professional
Industry Accounting
Experience
Visage Mobile April 2005 - July 2009
Wells Fargo April 2002 - November 2003
Transamerica January 1999 - March 2001
Citibank February 1993 - January 1998
Bank of Commerce (Philippines) March 1984 - January 1992
Bank of the Philippine Islands February 1972 - February 1984
Skills
Microsoft Excel, Accounting, Budgets, Financial Analysis, Financial Reporting, Project Management, Research, Account Reconciliation, Disaster Recovery, QuickBooks, Auditing, Internal Controls, Financial Accounting, Internal Audit
Education
Philippine School of Business Administration 1967 — 1970
BSBA, Accounting and Business/Management
Visage Mobile April 2005 - July 2009
Wells Fargo April 2002 - November 2003
Transamerica January 1999 - March 2001
Citibank February 1993 - January 1998
Bank of Commerce (Philippines) March 1984 - January 1992
Bank of the Philippine Islands February 1972 - February 1984
Skills
Microsoft Excel, Accounting, Budgets, Financial Analysis, Financial Reporting, Project Management, Research, Account Reconciliation, Disaster Recovery, QuickBooks, Auditing, Internal Controls, Financial Accounting, Internal Audit
Education
Philippine School of Business Administration 1967 — 1970
BSBA, Accounting and Business/Management
Annabelle Suddreth Annabelle Suddreth's Transamerica Experience July 1995 - October 1997
Job Providing leadership, strategy and management consulting
Industry Nonprofit Organization Management
Experience
Annabelle Suddreth, consultant June 2014 - Present
A Child's Place August 2006 - May 2014
Charlotte Mecklenburg Schools January 2006 - July 2006
Urban Ministry Center February 2000 - January 2005
Self Employed October 1997 - January 2002
Transamerica July 1995 - October 1997
Skills
Non-profit Leadership, Strategic Partnerships, Philanthropy, Fundraising, Community Outreach, Program Development, Public Speaking, Event Planning, Public Relations, Program Management, Event Management, Marketing, Media Relations, Social Media, Volunteer Management, Community Development, Grant Writing, Marketing Communications, Social Media Marketing, Social Networking, Social Services, Nonprofits, Non-profits
Education
Queens University of Charlotte 1995 — 1997
MBA, Business Administration and Management, General
University of North Carolina at Chapel Hill 1980 — 1984
BA, Psychology
Annabelle Suddreth, consultant June 2014 - Present
A Child's Place August 2006 - May 2014
Charlotte Mecklenburg Schools January 2006 - July 2006
Urban Ministry Center February 2000 - January 2005
Self Employed October 1997 - January 2002
Transamerica July 1995 - October 1997
Skills
Non-profit Leadership, Strategic Partnerships, Philanthropy, Fundraising, Community Outreach, Program Development, Public Speaking, Event Planning, Public Relations, Program Management, Event Management, Marketing, Media Relations, Social Media, Volunteer Management, Community Development, Grant Writing, Marketing Communications, Social Media Marketing, Social Networking, Social Services, Nonprofits, Non-profits
Education
Queens University of Charlotte 1995 — 1997
MBA, Business Administration and Management, General
University of North Carolina at Chapel Hill 1980 — 1984
BA, Psychology
NiK Kacy NiK Kacy's Transamerica Experience 1998 - 2002
Job Shoe Designer, Executive Producer and Creative extraordinaire at Kacy Corporation, Inc
Industry Internet
Experience
NiK Kacy Footwear October 2013 - Present
The Queer Channel July 2014 - Present
Sparkleblob August 2013 - Present
Google November 2010 - September 2013
RPA February 2007 - November 2010
RPA September 2003 - June 2007
RPA January 2003 - December 2003
RPA February 2002 - January 2003
Transamerica 1998 - 2002
Skills
Video Production, Online Advertising, Interactive Marketing, Advertising, Website Development, Web Design, Online Marketing, Project Management, Post Production, New Media, Creative Direction, Social Media, Video, Video Editing, SEO, Management, Digital Marketing, Social Networking, User Experience, Digital Media, Web Content, Interactive Media, Interactive Creative..., Film Production, Integrated Marketing, Interactive..., Interactive Storytelling, Digital Video, Corporate Branding, Brand Development, Interactive Programming, Digital Photography, Digital Strategy, Brand Management, Brand Awareness, Branding & Identity, Social Media Marketing, Marketing Strategy, Online Gaming, Mobile Marketing, Mobile Devices, Rich Media, Interactive Advertising, Content Strategy, Creative Strategy, Strategy, Marketing, Mobile Advertising
Education
Pepperdine University 1993 — 1997
BFA, Fine Arts, Advertising, International/Intercultural Communications, Graduated with honors
NiK Kacy Footwear October 2013 - Present
The Queer Channel July 2014 - Present
Sparkleblob August 2013 - Present
Google November 2010 - September 2013
RPA February 2007 - November 2010
RPA September 2003 - June 2007
RPA January 2003 - December 2003
RPA February 2002 - January 2003
Transamerica 1998 - 2002
Skills
Video Production, Online Advertising, Interactive Marketing, Advertising, Website Development, Web Design, Online Marketing, Project Management, Post Production, New Media, Creative Direction, Social Media, Video, Video Editing, SEO, Management, Digital Marketing, Social Networking, User Experience, Digital Media, Web Content, Interactive Media, Interactive Creative..., Film Production, Integrated Marketing, Interactive..., Interactive Storytelling, Digital Video, Corporate Branding, Brand Development, Interactive Programming, Digital Photography, Digital Strategy, Brand Management, Brand Awareness, Branding & Identity, Social Media Marketing, Marketing Strategy, Online Gaming, Mobile Marketing, Mobile Devices, Rich Media, Interactive Advertising, Content Strategy, Creative Strategy, Strategy, Marketing, Mobile Advertising
Education
Pepperdine University 1993 — 1997
BFA, Fine Arts, Advertising, International/Intercultural Communications, Graduated with honors
Nate Gillespie's Transamerica Experience June 2014 - August 2015
Job Senior Business Analyst at Rightside
Industry Internet
Experience
Rightside August 2015 - Present
Transamerica June 2014 - August 2015
HomeAdvisor October 2013 - May 2014
HomeAdvisor May 2012 - October 2013
ServiceMagic September 2010 - May 2012
ServiceMagic August 2008 - May 2012
Hazen Research Inc June 2007 - August 2008
Skills
Excel, Data Analysis, Business Intelligence, SQL, Team Leadership, Forecasting, ETL, Analytics, Web Analytics, Informatica, Analysis, Microsoft Excel, Customer Acquisition, Strategy, Data Modeling, Agile Methodologies, Salesforce.com, Team Management, Business Analysis
Education
Regis University 2006 — 2008
BS, Business Administration, Cum Laude
Rightside August 2015 - Present
Transamerica June 2014 - August 2015
HomeAdvisor October 2013 - May 2014
HomeAdvisor May 2012 - October 2013
ServiceMagic September 2010 - May 2012
ServiceMagic August 2008 - May 2012
Hazen Research Inc June 2007 - August 2008
Skills
Excel, Data Analysis, Business Intelligence, SQL, Team Leadership, Forecasting, ETL, Analytics, Web Analytics, Informatica, Analysis, Microsoft Excel, Customer Acquisition, Strategy, Data Modeling, Agile Methodologies, Salesforce.com, Team Management, Business Analysis
Education
Regis University 2006 — 2008
BS, Business Administration, Cum Laude
Roger Cotton, Sr.'s Transamerica Experience January 1977 - May 1985
Job International Artist's Agent/Sales Broker
Industry Fine Art
Experience
Self-employed January 2013 - Present
AIG May 1985 - December 2000
Transamerica January 1977 - May 1985
American Fidelity June 1972 - 1976
Skills
International Business, International Sales, Financial Services, Foreign Languages, Communication Skills, Import Export, Fine Art, Fixed Annuities, Management, Finance, Business, Recruiting, Visual Arts, Watercolor, Oil Painting
Education
University of Puerto Rico-Rio Piedras 1965 — 1966
General Studies
City University of New York-Queens College
Romance Languages, Literatures, and Linguistics
Self-employed January 2013 - Present
AIG May 1985 - December 2000
Transamerica January 1977 - May 1985
American Fidelity June 1972 - 1976
Skills
International Business, International Sales, Financial Services, Foreign Languages, Communication Skills, Import Export, Fine Art, Fixed Annuities, Management, Finance, Business, Recruiting, Visual Arts, Watercolor, Oil Painting
Education
University of Puerto Rico-Rio Piedras 1965 — 1966
General Studies
City University of New York-Queens College
Romance Languages, Literatures, and Linguistics
Anthony Valenti Anthony Valenti's Transamerica Experience May 1999 - August 2002
Job Attorney Veritas HHS
Industry Law Practice
Experience
Veritas HHS September 2013 - Present
Lenexa Police Department April 2013 - September 2013
Jackson County Prosecutor's Office July 2006 - October 2012
Kelly Services April 2006 - May 2006
Transamerica May 1999 - August 2002
Skills
Microsoft Office, Negotiation, People Skills, People-oriented, Preparation, Organization, outgoing, Litigation, Courts, Trial Practice, Hearings, Legal Writing, Criminal Law, Legal Research, Depositions, Personal Injury, Trials, Mediation, Commercial Litigation, Civil Litigation, Trusts, Corporate Law, Westlaw, Insurance, Bankruptcy, Legal Advice, Criminal Defense, Torts, Product Liability, Appeals, Pleadings
Education
Washburn University School of Law 2002 — 2005
JD, Law
Rockhurst University 1998 — 2002
BSBA Finance/Economics, Finance/Economics
Veritas HHS September 2013 - Present
Lenexa Police Department April 2013 - September 2013
Jackson County Prosecutor's Office July 2006 - October 2012
Kelly Services April 2006 - May 2006
Transamerica May 1999 - August 2002
Skills
Microsoft Office, Negotiation, People Skills, People-oriented, Preparation, Organization, outgoing, Litigation, Courts, Trial Practice, Hearings, Legal Writing, Criminal Law, Legal Research, Depositions, Personal Injury, Trials, Mediation, Commercial Litigation, Civil Litigation, Trusts, Corporate Law, Westlaw, Insurance, Bankruptcy, Legal Advice, Criminal Defense, Torts, Product Liability, Appeals, Pleadings
Education
Washburn University School of Law 2002 — 2005
JD, Law
Rockhurst University 1998 — 2002
BSBA Finance/Economics, Finance/Economics
Tracey Axelrod Tracey Axelrod's Transamerica Experience October 2014 - Present
Job Web Development Manager at Transamerica
Industry Information Technology and Services
Experience
Transamerica October 2014 - Present
Good Will Fire Company No. 2 March 2010 - Present
Transamerica April 2012 - September 2014
Transamerica Life and Protection February 2008 - April 2012
Civil Air Patrol January 2008 - April 2012
AEGON (now Transamerica Life and Protection) January 2005 - February 2008
AEGON May 2002 - December 2004
AEGON May 1996 - May 2002
Skills
Web Development, Microsoft SQL Server, HTML, Project Management, VB.NET, C#, Agile Methodologies, Management, .NET, Web Project Management, Social Media, Data Analysis, Graphic Design
Education
West Chester University of Pennsylvania
MA, Holocaust and Genocide Studies
Pennsylvania State University-Great Valley Graduate Center
MS, Management of Information Science
Temple University
BA, Psychology
Cheltenham HS
High School Diploma
Transamerica October 2014 - Present
Good Will Fire Company No. 2 March 2010 - Present
Transamerica April 2012 - September 2014
Transamerica Life and Protection February 2008 - April 2012
Civil Air Patrol January 2008 - April 2012
AEGON (now Transamerica Life and Protection) January 2005 - February 2008
AEGON May 2002 - December 2004
AEGON May 1996 - May 2002
Skills
Web Development, Microsoft SQL Server, HTML, Project Management, VB.NET, C#, Agile Methodologies, Management, .NET, Web Project Management, Social Media, Data Analysis, Graphic Design
Education
West Chester University of Pennsylvania
MA, Holocaust and Genocide Studies
Pennsylvania State University-Great Valley Graduate Center
MS, Management of Information Science
Temple University
BA, Psychology
Cheltenham HS
High School Diploma
LI ZHU LI ZHU's Transamerica Experience June 2013 - September 2013
Job Data Analyst Programmer at Harris Economics Group
Industry Financial Services
Experience
Harris Economics Group November 2014 - Present
UCLA September 2012 - June 2014
Transamerica June 2013 - September 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, C++, R, VBA, Stata, Actuarial Science, Statistical Data..., LaTeX, SAS, Time Series Analysis, Regression Analysis, HTML, PHP, JavaScript, CSS, MySQL, SQL
Education
University of California, Los Angeles 2012 — 2014
Bachelor of Science (BS), Applied Math/Actuarial Plan/Minor Statistics, 3.9
Pasadena City College 2009 — 2012
Associate's degree, Mathematics
Harris Economics Group November 2014 - Present
UCLA September 2012 - June 2014
Transamerica June 2013 - September 2013
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, C++, R, VBA, Stata, Actuarial Science, Statistical Data..., LaTeX, SAS, Time Series Analysis, Regression Analysis, HTML, PHP, JavaScript, CSS, MySQL, SQL
Education
University of California, Los Angeles 2012 — 2014
Bachelor of Science (BS), Applied Math/Actuarial Plan/Minor Statistics, 3.9
Pasadena City College 2009 — 2012
Associate's degree, Mathematics
Jim Hodgkiss PMP Jim Hodgkiss PMP's Transamerica Experience January 2010 - Present
Job Senior Leader, IT PMO at TransAmerica
Industry Information Technology and Services
Experience
Transamerica January 2010 - Present
AstraZeneca June 2009 - January 2010
Unisys October 2007 - March 2009
Unisys August 2005 - September 2007
Unisys January 2002 - July 2005
Education
Penn State University
Business Administration, Business Statistics and Economics
Transamerica January 2010 - Present
AstraZeneca June 2009 - January 2010
Unisys October 2007 - March 2009
Unisys August 2005 - September 2007
Unisys January 2002 - July 2005
Education
Penn State University
Business Administration, Business Statistics and Economics
Chantha Seng's Transamerica Experience April 2009 - June 2013
Job Associate Financial Representative at Northwestern Mutual
Industry Retail
Experience
Northwestern Mutual April 2015 - Present
Target June 2013 - April 2014
Transamerica April 2009 - June 2013
Long Beach Unified School District September 2007 - June 2010
Skills
Microsoft Office, Customer Service, Strategic Financial..., Public Speaking, Microsoft Excel, Team Building, Retirement Planning, Social Media, Microsoft Word, Nonprofits, Strategic Planning, Marketing Strategy, PowerPoint, Investments
Education
Pepperdine University 2006 — 2007
Master of Arts (M.A.), Elementary Education and Teaching, K-12 Grade Curriculum
UCLA 2000 — 2004
Bachelor of Arts (B.A.), Psychology/Education
Northwestern Mutual April 2015 - Present
Target June 2013 - April 2014
Transamerica April 2009 - June 2013
Long Beach Unified School District September 2007 - June 2010
Skills
Microsoft Office, Customer Service, Strategic Financial..., Public Speaking, Microsoft Excel, Team Building, Retirement Planning, Social Media, Microsoft Word, Nonprofits, Strategic Planning, Marketing Strategy, PowerPoint, Investments
Education
Pepperdine University 2006 — 2007
Master of Arts (M.A.), Elementary Education and Teaching, K-12 Grade Curriculum
UCLA 2000 — 2004
Bachelor of Arts (B.A.), Psychology/Education
Raynor Dahlquist Raynor Dahlquist's Transamerica Experience 1994 - 1998
Job Vice President at Booz Allen Hamilton
Industry Internet
Experience
Booz Allen Hamilton January 2012 - Present
VeriSign 2000 - January 2010
Intuit 1998 - 2000
Transamerica 1994 - 1998
Skills
Analysis, Budgets, Business Development, Business Process, Business Strategy, Competitive Analysis, Cross-functional Team..., Entrepreneurship, Executive Management, Leadership, Management, Marketing, Mergers, Mergers, Mobile Devices, P, Product Development, Product Launch, Product Management, Program Management, Project Management, Strategic Partnerships, Strategic Planning, Strategy, Talent Management, Vendor Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1994
MBA
Randolph-Macon College 1988 — 1992
BA, French
Booz Allen Hamilton January 2012 - Present
VeriSign 2000 - January 2010
Intuit 1998 - 2000
Transamerica 1994 - 1998
Skills
Analysis, Budgets, Business Development, Business Process, Business Strategy, Competitive Analysis, Cross-functional Team..., Entrepreneurship, Executive Management, Leadership, Management, Marketing, Mergers, Mergers, Mobile Devices, P, Product Development, Product Launch, Product Management, Program Management, Project Management, Strategic Partnerships, Strategic Planning, Strategy, Talent Management, Vendor Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1994
MBA
Randolph-Macon College 1988 — 1992
BA, French
Francesco Gordon Francesco Gordon's Transamerica Experience August 2013 - October 2014
Job Senior Business Analyst
Industry Logistics and Supply Chain
Experience
Federal Resources October 2014 - Present
Transamerica August 2013 - October 2014
T. Rowe Price February 2013 - August 2013
T. Rowe Price November 2011 - February 2013
Mutual of Omaha June 2011 - August 2011
Internal Revenue Service June 2010 - August 2010
Scarborough Capital Management June 2009 - August 2009
Skills
Data Modeling, Data Analysis, Projection Modeling, Financial Analysis, Matlab, VBA, SQL, SQL Server Management..., Access, Bloomberg, Investments, Mutual Funds, Microsoft Excel, Finance, Accounting, C++, PHP, Java, HTML, Ruby on Rails, CSS
Education
Penn State University 2007 — 2011
BS, Business Management
Federal Resources October 2014 - Present
Transamerica August 2013 - October 2014
T. Rowe Price February 2013 - August 2013
T. Rowe Price November 2011 - February 2013
Mutual of Omaha June 2011 - August 2011
Internal Revenue Service June 2010 - August 2010
Scarborough Capital Management June 2009 - August 2009
Skills
Data Modeling, Data Analysis, Projection Modeling, Financial Analysis, Matlab, VBA, SQL, SQL Server Management..., Access, Bloomberg, Investments, Mutual Funds, Microsoft Excel, Finance, Accounting, C++, PHP, Java, HTML, Ruby on Rails, CSS
Education
Penn State University 2007 — 2011
BS, Business Management
John Ott John Ott's Transamerica Experience December 2012 - Present
Job Sales Manager at Transamerica
Industry Insurance
Experience
Transamerica December 2012 - Present
The Northern Trust Company March 2007 - September 2009
The Northern Trust Company August 2003 - February 2007
THE NORTHERN TRUST COMPANY January 1999 - January 2003
TRANS UNION CORPORATION January 1987 - January 1998
Skills
Management, Leadership, Risk Management, Training, Software Documentation, CRM, Business Process, Budgets, Strategic Planning, Project Planning, Product Management, Access, Credit, Auditing, Team Management, New Business Development, Negotiation, Accounting, Customer Satisfaction, Insurance
Education
Prep Training 2010 — 2014
Life, Property & Casulty License, Insurance
MicroTrain 2012 — 2012
Microsoft Share Point Designer
MicroTrain 2012 — 2012
Project Management/PMP
MicroTrain 2012 — 2012
Six Sigma Green Belt
Roosevelt University
Finance
Whitney M. Young High School
Diploma
Transamerica December 2012 - Present
The Northern Trust Company March 2007 - September 2009
The Northern Trust Company August 2003 - February 2007
THE NORTHERN TRUST COMPANY January 1999 - January 2003
TRANS UNION CORPORATION January 1987 - January 1998
Skills
Management, Leadership, Risk Management, Training, Software Documentation, CRM, Business Process, Budgets, Strategic Planning, Project Planning, Product Management, Access, Credit, Auditing, Team Management, New Business Development, Negotiation, Accounting, Customer Satisfaction, Insurance
Education
Prep Training 2010 — 2014
Life, Property & Casulty License, Insurance
MicroTrain 2012 — 2012
Microsoft Share Point Designer
MicroTrain 2012 — 2012
Project Management/PMP
MicroTrain 2012 — 2012
Six Sigma Green Belt
Roosevelt University
Finance
Whitney M. Young High School
Diploma
Gerald Wilson's Transamerica Experience January 2012 - July 2013
Job
Industry Insurance
Experience
Gerson Lehrman Group, Inc. July 2013 - May 2015
Transamerica January 2012 - July 2013
Fidelity & Guaranty Life (formerly Old Mutual) 2007 - 2011
Nuclear Electric Insurance Limited 2003 - 2005
STP Nuclear Operating Company 1999 - 2003
Houston Lighting and Power Company 1986 - 1990
Skills
Enterprise Risk..., Risk Management, Risk Mitigation, ALM, Governance, Solvency II, Risk, Portfolio Management, Financial Risk, Thought Leadership, Negotiation, Capital Management, Organizational..., Underwriting, Risk Assessment, Strategy, Operational Risk..., Leadership, Insurance, Actuarial Science, Strategic Planning, Cross-functional Team..., Process Improvement, Operational Risk, Fixed Income, Internal Controls, Financial Services, Start-ups, Market Risk, Finance, Management, Reinsurance, Executive Management, CRM, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Investments, Credit Risk, Capital Markets, Internal Audit, Strategic Financial..., Corporate Governance, AML, Due Diligence, Sarbanes-Oxley Act, Corporate Finance, Banking, Sarbanes-Oxley, Derivatives
Education
Regis University 2000 — 2002
MBA, Business Administration and Management
University of Maryland 1990 — 1994
BS, Nuclear Engineering and Science
Gerson Lehrman Group, Inc. July 2013 - May 2015
Transamerica January 2012 - July 2013
Fidelity & Guaranty Life (formerly Old Mutual) 2007 - 2011
Nuclear Electric Insurance Limited 2003 - 2005
STP Nuclear Operating Company 1999 - 2003
Houston Lighting and Power Company 1986 - 1990
Skills
Enterprise Risk..., Risk Management, Risk Mitigation, ALM, Governance, Solvency II, Risk, Portfolio Management, Financial Risk, Thought Leadership, Negotiation, Capital Management, Organizational..., Underwriting, Risk Assessment, Strategy, Operational Risk..., Leadership, Insurance, Actuarial Science, Strategic Planning, Cross-functional Team..., Process Improvement, Operational Risk, Fixed Income, Internal Controls, Financial Services, Start-ups, Market Risk, Finance, Management, Reinsurance, Executive Management, CRM, Financial Modeling, Financial Analysis, Mergers & Acquisitions, Investments, Credit Risk, Capital Markets, Internal Audit, Strategic Financial..., Corporate Governance, AML, Due Diligence, Sarbanes-Oxley Act, Corporate Finance, Banking, Sarbanes-Oxley, Derivatives
Education
Regis University 2000 — 2002
MBA, Business Administration and Management
University of Maryland 1990 — 1994
BS, Nuclear Engineering and Science
Dave Walkup Dave Walkup's Transamerica Experience March 1986 - September 1991
Job Owner, California Granite, Inc.
Industry Construction
Experience
California Granite, Inc. 2003 - Present
WinWin Solutions LLC 2000 - 2003
GE Capital 2000 - 2002
Bay Cities Leasing LLC 1991 - 1998
Transamerica March 1986 - September 1991
Skills
Operations Management, Strategic Planning, Team Building, Negotiation, Contract Negotiation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1980 — 1981
MBA, Management
Western Washington University
BA, Math/Physics
California Granite, Inc. 2003 - Present
WinWin Solutions LLC 2000 - 2003
GE Capital 2000 - 2002
Bay Cities Leasing LLC 1991 - 1998
Transamerica March 1986 - September 1991
Skills
Operations Management, Strategic Planning, Team Building, Negotiation, Contract Negotiation
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1980 — 1981
MBA, Management
Western Washington University
BA, Math/Physics
Bruce J. Amerman, Jr Bruce J. Amerman, Jr's Transamerica Experience June 2012 - Present
Job Tax Accountant II at Transamerica
Industry Accounting
Experience
Transamerica June 2012 - Present
Boles Metzger Brosius & Emrick PC December 2008 - June 2012
Enterprise Rent-A-Car June 2006 - November 2008
Evenlink LLC 2000 - 2006
Skills
Auditing, Accounting, Forecasting, Financial Analysis, Budgets, Financial Reporting, GAAP, Accounts Receivable, Tax Returns, Tax Preparation, Tax, Corporate Tax, Financial Audits, Financial Statements, US GAAP, Analysis, Sarbanes-Oxley Act, General Ledger, Variance Analysis, Internal Controls
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2017
Masters of Business Administration, Business Administration and Management, General
Penn State University 2002 — 2006
B.S., Accounting
Selinsgrove Area High School 1998 — 2002
Transamerica June 2012 - Present
Boles Metzger Brosius & Emrick PC December 2008 - June 2012
Enterprise Rent-A-Car June 2006 - November 2008
Evenlink LLC 2000 - 2006
Skills
Auditing, Accounting, Forecasting, Financial Analysis, Budgets, Financial Reporting, GAAP, Accounts Receivable, Tax Returns, Tax Preparation, Tax, Corporate Tax, Financial Audits, Financial Statements, US GAAP, Analysis, Sarbanes-Oxley Act, General Ledger, Variance Analysis, Internal Controls
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2017
Masters of Business Administration, Business Administration and Management, General
Penn State University 2002 — 2006
B.S., Accounting
Selinsgrove Area High School 1998 — 2002
José Rodríguez Ballester José Rodríguez Ballester's Transamerica Experience May 1993 - Present
Job Agente de Seguros
Industry Financial Services
Experience
Transamerica May 1993 - Present
Education
Colegio Santisima Trinidad
Pontificia Universidad Católica de Puerto Rico
Bachelor of Business Administration (B.B.A.), Marketing
Transamerica May 1993 - Present
Education
Colegio Santisima Trinidad
Pontificia Universidad Católica de Puerto Rico
Bachelor of Business Administration (B.B.A.), Marketing
Eric Herr Eric Herr's Transamerica Experience 1990 - 1996
Job Managing Director at NewStar Financial
Industry Financial Services
Experience
NewStar Financial June 2013 - Present
The Carlyle Group November 2011 - Present
Churchill Financial February 2006 - January 2012
GE Antares January 2004 - February 2006
GE Commercial Finance January 1996 - January 2004
Transamerica 1990 - 1996
Skills
Buyouts, Finance, Corporate Finance, Private Equity, Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Capital Markets, Leveraged Finance
Education
Rider University 1984 — 1988
BS, Finance
NewStar Financial June 2013 - Present
The Carlyle Group November 2011 - Present
Churchill Financial February 2006 - January 2012
GE Antares January 2004 - February 2006
GE Commercial Finance January 1996 - January 2004
Transamerica 1990 - 1996
Skills
Buyouts, Finance, Corporate Finance, Private Equity, Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Capital Markets, Leveraged Finance
Education
Rider University 1984 — 1988
BS, Finance
James R. Jacques James R. Jacques's Transamerica Experience 1997 - 2000
Job Recruiting/Talent Acquisition at Brinker International
Industry Information Technology and Services
Experience
Brinker International June 2015 - Present
AGENCY TECHNOLOGIES GROUP (ATG), Inc March 2008 - Present
Bilfinger Tepsco Inc November 2014 - May 2015
Energy Transfer - Regency Energy Partners LP (NYSE: RGP) March 2010 - February 2014
Amplifi Commerce April 2011 - September 2011
GameStop February 2010 - March 2011
Handango.com February 2006 - November 2009
Hotels.com (Expedia) 2002 - 2006
Verizon February 2000 - January 2002
Transamerica 1997 - 2000
Skills
ATS (Applicant Tracking..., HRIS, HRMS, Applicant Tracking..., Sourcing, Human Resources, Training, Naturalization, Talent Acquisition, Recruiting, Technical Recruiting, Employee Relations, Talent Management, Negotiation, Benefits Negotiation, Management, Onboarding, Strategy, Screening Resumes, Workforce Planning, Leadership, Contract Recruitment, Coaching, College Recruiting, Internet Recruiting, Interviews, E-commerce, Vendor Management, Employer Branding, Temporary Placement, Staffing Services, Consulting, Performance Management, Hiring, Networking, Deferred Compensation, Employee Benefits, New Hire Orientations
Education
Prairie View A&M University
Bachelor of Science (BS)
Brinker International June 2015 - Present
AGENCY TECHNOLOGIES GROUP (ATG), Inc March 2008 - Present
Bilfinger Tepsco Inc November 2014 - May 2015
Energy Transfer - Regency Energy Partners LP (NYSE: RGP) March 2010 - February 2014
Amplifi Commerce April 2011 - September 2011
GameStop February 2010 - March 2011
Handango.com February 2006 - November 2009
Hotels.com (Expedia) 2002 - 2006
Verizon February 2000 - January 2002
Transamerica 1997 - 2000
Skills
ATS (Applicant Tracking..., HRIS, HRMS, Applicant Tracking..., Sourcing, Human Resources, Training, Naturalization, Talent Acquisition, Recruiting, Technical Recruiting, Employee Relations, Talent Management, Negotiation, Benefits Negotiation, Management, Onboarding, Strategy, Screening Resumes, Workforce Planning, Leadership, Contract Recruitment, Coaching, College Recruiting, Internet Recruiting, Interviews, E-commerce, Vendor Management, Employer Branding, Temporary Placement, Staffing Services, Consulting, Performance Management, Hiring, Networking, Deferred Compensation, Employee Benefits, New Hire Orientations
Education
Prairie View A&M University
Bachelor of Science (BS)
Laurinda Curti's Transamerica Experience June 2012 - Present
Job Registered Rep Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica June 2012 - Present
Colorado Springs School District 11 February 2008 - Present
Skills
Classroom Management, Retirement Planning
Education
Regis University 2002 — 2007
Bachelor of Arts (B.A.), Elementary Education and Teaching
Regis University
Bachelor of Arts (B.A.), Education
Transamerica June 2012 - Present
Colorado Springs School District 11 February 2008 - Present
Skills
Classroom Management, Retirement Planning
Education
Regis University 2002 — 2007
Bachelor of Arts (B.A.), Elementary Education and Teaching
Regis University
Bachelor of Arts (B.A.), Education
Steve Prew Steve Prew's Transamerica Experience July 2012 - Present
Job AVP Business Development at Transamerica
Industry Financial Services
Experience
Transamerica July 2012 - Present
Ziegler Wealth Management July 2011 - July 2012
Advisors Asset Management, Inc. February 2007 - June 2011
Transamerica June 2006 - February 2007
Ziegler May 2005 - June 2006
Curian Capital July 2004 - May 2005
Atlas Securities March 2000 - July 2004
Janus Capital Group 1996 - 2000
MetLife May 1995 - May 1996
United States Navy June 1990 - June 1994
Skills
Investments, Wealth Management, Business Development, Alternative Investments, Financial Services, Relationship Management, Securities, Leadership, Fixed Income, Management, Sales Management, Product Development, Sales, Strategy, Financial Advisory, New Business Development, Coaching, Customer Service, Strategic Planning, Business Strategy, Mutual Funds, Series 7, Series 63, Finance
Education
Regis University 2013 — 2015
Master of Business Administration (MBA), Strategic Management
Regis University 2007 — 2009
BS, Finance
Transamerica July 2012 - Present
Ziegler Wealth Management July 2011 - July 2012
Advisors Asset Management, Inc. February 2007 - June 2011
Transamerica June 2006 - February 2007
Ziegler May 2005 - June 2006
Curian Capital July 2004 - May 2005
Atlas Securities March 2000 - July 2004
Janus Capital Group 1996 - 2000
MetLife May 1995 - May 1996
United States Navy June 1990 - June 1994
Skills
Investments, Wealth Management, Business Development, Alternative Investments, Financial Services, Relationship Management, Securities, Leadership, Fixed Income, Management, Sales Management, Product Development, Sales, Strategy, Financial Advisory, New Business Development, Coaching, Customer Service, Strategic Planning, Business Strategy, Mutual Funds, Series 7, Series 63, Finance
Education
Regis University 2013 — 2015
Master of Business Administration (MBA), Strategic Management
Regis University 2007 — 2009
BS, Finance
Alison (CJ) Sackinger's Transamerica Experience 1997 - 2002
Job Product and Market Strategy at AIG Retirement Services Asia
Industry Financial Services
Experience
AIG Retirement Services - Asia 2007 - November 2009
AIG SunAmerica 2002 - 2007
Transamerica 1997 - 2002
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
MBA, Global Business
Whitman College
BA, Anthropology
AIG Retirement Services - Asia 2007 - November 2009
AIG SunAmerica 2002 - 2007
Transamerica 1997 - 2002
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
MBA, Global Business
Whitman College
BA, Anthropology
Nanette Hanly's Transamerica Experience 1981 - 2001
Job Special Projects Coordinator at Union Bank
Industry Executive Office
Experience
Union Bank May 2001 - Present
Union Bank May 2001 - November 2011
Union Bank of California 2001 - October 2011
Transamerica 1981 - 2001
Transamerica Life Companies 1981 - 2000
Skills
Internal Audit, Financial Modeling, Banking, Credit, Budgets, Financial Analysis, Time Management, Management, Finance, Financial Services, Analysis, Commercial Lending, Credit Analysis, Business Analysis, SDLC
Education
Pasadena City College 1978 — 1980
Union Bank May 2001 - Present
Union Bank May 2001 - November 2011
Union Bank of California 2001 - October 2011
Transamerica 1981 - 2001
Transamerica Life Companies 1981 - 2000
Skills
Internal Audit, Financial Modeling, Banking, Credit, Budgets, Financial Analysis, Time Management, Management, Finance, Financial Services, Analysis, Commercial Lending, Credit Analysis, Business Analysis, SDLC
Education
Pasadena City College 1978 — 1980
Adriana Van West's Transamerica Experience 2000 - Present
Job Business Continuity Manager at Aegon
Industry Financial Services
Experience
Transamerica 2000 - Present
Skills
Business Continuity, Risk Management, Disaster Recovery, Governance, Business Analysis, Business Continuity..., Business Resilience, Insurance, Business Impact Analysis, Process Improvement, Visio, Analysis, Incident Command, Security, SDLC, Risk Assessment, Project Management, Program Management, Team Building, Enterprise Risk..., Vendor Management, ISO 27001, Information Security, Business Process, Cross-functional Team..., Information Technology, Change Management, Banking, Strategy, Project Portfolio..., Software Documentation, Information Security..., Training, Management, IT Audit, Incident Management, Financial Risk, IT Management
Education
Pitzer College 1976 — 1980
Pioneer High School 1972 — 1976
Transamerica 2000 - Present
Skills
Business Continuity, Risk Management, Disaster Recovery, Governance, Business Analysis, Business Continuity..., Business Resilience, Insurance, Business Impact Analysis, Process Improvement, Visio, Analysis, Incident Command, Security, SDLC, Risk Assessment, Project Management, Program Management, Team Building, Enterprise Risk..., Vendor Management, ISO 27001, Information Security, Business Process, Cross-functional Team..., Information Technology, Change Management, Banking, Strategy, Project Portfolio..., Software Documentation, Information Security..., Training, Management, IT Audit, Incident Management, Financial Risk, IT Management
Education
Pitzer College 1976 — 1980
Pioneer High School 1972 — 1976
Owen Stein's Transamerica Experience 1996 - 1998
Job CoFounder and Partner at MOCA Analytics, LLC
Industry Insurance
Experience
MOCA Analytics, LLC 2015 - Present
Lincoln Financial Group 2013 - 2015
Towers Watson 2011 - 2013
Genworth 2007 - 2011
ING 2002 - 2007
AXA US 1999 - 2002
Transamerica 1996 - 1998
Towers Watson 1995 - 1996
Skills
Insurance, Actuarial Science, Enterprise Risk..., Risk Management, Economic Capital, Business Analysis, .NET, Software Development..., Software Development, Reinsurance, ALM, Life Insurance, Solvency II, Hedging, Financial Risk, Financial Services, Financial Modeling, Valuation
Education
Pomona College 1991 — 1995
Bachelor, Mathematical Economics
MOCA Analytics, LLC 2015 - Present
Lincoln Financial Group 2013 - 2015
Towers Watson 2011 - 2013
Genworth 2007 - 2011
ING 2002 - 2007
AXA US 1999 - 2002
Transamerica 1996 - 1998
Towers Watson 1995 - 1996
Skills
Insurance, Actuarial Science, Enterprise Risk..., Risk Management, Economic Capital, Business Analysis, .NET, Software Development..., Software Development, Reinsurance, ALM, Life Insurance, Solvency II, Hedging, Financial Risk, Financial Services, Financial Modeling, Valuation
Education
Pomona College 1991 — 1995
Bachelor, Mathematical Economics
Seth Corder's Transamerica Experience May 2010 - February 2013
Job Associate at Goldman, Sachs & Co.
Industry Venture Capital & Private Equity
Experience
Goldman Sachs March 2013 - Present
Transamerica May 2010 - February 2013
Franklin Templeton Investments October 2009 - May 2010
Skills
Bloomberg, Asset Managment, Financial Modeling, Financial Analysis, Investments, Asset Management, Mutual Funds, Equities, Hedge Funds, Fixed Income, Financial Services, Risk Management, Asset Allocation, Securities, Alternative Investments, Derivatives
Education
Purdue University - Krannert School of Management 2004 — 2009
Goldman Sachs March 2013 - Present
Transamerica May 2010 - February 2013
Franklin Templeton Investments October 2009 - May 2010
Skills
Bloomberg, Asset Managment, Financial Modeling, Financial Analysis, Investments, Asset Management, Mutual Funds, Equities, Hedge Funds, Fixed Income, Financial Services, Risk Management, Asset Allocation, Securities, Alternative Investments, Derivatives
Education
Purdue University - Krannert School of Management 2004 — 2009
Archie Deacon's Transamerica Experience April 2014 - Present
Job Sr. Marketing Generalist at Transamerica
Industry Marketing and Advertising
Experience
Transamerica April 2014 - Present
UnitedHealth Group 2008 - 2014
Central Florida Wealth Management, Inc. 2006 - 2008
Bankers Life and Casualty Company 2005 - 2006
GlobalFit 2003 - 2004
HealthInk and Vitality Communications 2001 - 2003
Skills
Direct Mail, Direct Marketing, Marketing, Strategy, Marketing Strategy, Health Insurance, Inquiries, B2B, Email Marketing, Account Management, Campaigns, Cross-functional Team..., Digital Marketing, DTC, Digital Strategy, Content Marketing, Creative Direction, Forecasting, Program Budgeting, Managing Key Accounts, Boomers, B2B Marketing, Direct to Consumer, Financial Planning, Medicare Part D, Medicare Supplements, Life Insurance, Market Research, Marketing Management
Education
Penn State University 1995 — 2000
BS in Business Administration from Smeal College of Business, Marketing
Transamerica April 2014 - Present
UnitedHealth Group 2008 - 2014
Central Florida Wealth Management, Inc. 2006 - 2008
Bankers Life and Casualty Company 2005 - 2006
GlobalFit 2003 - 2004
HealthInk and Vitality Communications 2001 - 2003
Skills
Direct Mail, Direct Marketing, Marketing, Strategy, Marketing Strategy, Health Insurance, Inquiries, B2B, Email Marketing, Account Management, Campaigns, Cross-functional Team..., Digital Marketing, DTC, Digital Strategy, Content Marketing, Creative Direction, Forecasting, Program Budgeting, Managing Key Accounts, Boomers, B2B Marketing, Direct to Consumer, Financial Planning, Medicare Part D, Medicare Supplements, Life Insurance, Market Research, Marketing Management
Education
Penn State University 1995 — 2000
BS in Business Administration from Smeal College of Business, Marketing
Kenneth Naes's Transamerica Experience 1992 - 2004
Job CPA, Series 7, Series 24
Industry Financial Services
Experience
Comcast 2010 - 2015
Jackson National 2006 - 2009
Old Mutual 2004 - 2006
Transamerica 1992 - 2004
Education
Rockhurst University
BSBA, Accounting
Comcast 2010 - 2015
Jackson National 2006 - 2009
Old Mutual 2004 - 2006
Transamerica 1992 - 2004
Education
Rockhurst University
BSBA, Accounting
Jonna Brandel's Transamerica Experience 1994 - 2003
Job The Lion Partnership USA
Industry Insurance
Experience
The Lion Partnership - USA March 2010 - Present
Expense Reduction Analysts February 2008 - February 2010
Expense Reduction Analysts May 2006 - February 2008
AEGON 1999 - 2003
Transamerica Life 1994 - 2003
Transamerica 1994 - 2003
Education
Rockhurst University 1991 — 1993
MBA, Management
University of Missouri-Columbia, College of Business 1987 — 1991
BSBA, Human Resource Management
The Lion Partnership - USA March 2010 - Present
Expense Reduction Analysts February 2008 - February 2010
Expense Reduction Analysts May 2006 - February 2008
AEGON 1999 - 2003
Transamerica Life 1994 - 2003
Transamerica 1994 - 2003
Education
Rockhurst University 1991 — 1993
MBA, Management
University of Missouri-Columbia, College of Business 1987 — 1991
BSBA, Human Resource Management
Puneet Narad's Transamerica Experience August 2013 - Present
Job Senior Analyst, Customer Insights and Analytics, Capital One Bank
Industry Financial Services
Experience
Capital One June 2014 - Present
Transamerica August 2013 - Present
The Henry Fund December 2012 - Present
Computer Sciences Corporation, CSC December 2005 - July 2012
Cognizant Technology Solutions July 2004 - December 2005
Skills
Software Project..., Requirements Analysis, DB2, PMP, Business Analysis, Requirements Gathering, Agile Project Management, PL/SQL, Financial Analysis, Corporate Finance, Agile Methodologies, Financial Modeling, Quality Center, Microsoft Excel, Strategy
Education
HENRY B. TIPPIE School of Management, University OF IOWA 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Startegy
Punjab Engineering College 2000 — 2004
B.E., Electrical, Honours
Capital One June 2014 - Present
Transamerica August 2013 - Present
The Henry Fund December 2012 - Present
Computer Sciences Corporation, CSC December 2005 - July 2012
Cognizant Technology Solutions July 2004 - December 2005
Skills
Software Project..., Requirements Analysis, DB2, PMP, Business Analysis, Requirements Gathering, Agile Project Management, PL/SQL, Financial Analysis, Corporate Finance, Agile Methodologies, Financial Modeling, Quality Center, Microsoft Excel, Strategy
Education
HENRY B. TIPPIE School of Management, University OF IOWA 2012 — 2014
Master of Business Administration (M.B.A.), Finance & Startegy
Punjab Engineering College 2000 — 2004
B.E., Electrical, Honours
Stacey Levine Kruus's Transamerica Experience 1998 - 2001
Job VP at WMS Series LLC
Industry Financial Services
Experience
WMS Series LLC September 2012 - Present
Baker Avenue Asset Mgmt, LP November 2004 - September 2012
Transamerica 1998 - 2001
Mitsubishi Bank 1984 - 1986
Education
Rensselaer Polytechnic Institute 1980 — 1984
Bachelor of Science (BS)
WMS Series LLC September 2012 - Present
Baker Avenue Asset Mgmt, LP November 2004 - September 2012
Transamerica 1998 - 2001
Mitsubishi Bank 1984 - 1986
Education
Rensselaer Polytechnic Institute 1980 — 1984
Bachelor of Science (BS)
Dornett Wright, SPHR's Transamerica Experience August 1989 - October 2000
Job Chief Human Resources Officer at TCF Inventory Finance, SVP
Industry Financial Services
Experience
TCF Inventory Finance April 2008 - Present
Daimler Truck Financial 2007 - 2008
DaimlerChrysler Financial Services 2004 - 2007
GE Commercial Distribution Finance January 2004 - August 2004
Transamerica Distribution Finance October 2000 - January 2004
Transamerica August 1989 - October 2000
MICA 1982 - 1989
Skills
Succession Planning, Talent Management, Employee Relations, Performance Management, Employee Engagement, Organizational..., Compensation, HR Strategy, Leadership Development, Benefits Administration, Change Management, Workforce Planning, Mergers, Talent Acquisition, Restructuring, Coaching, Deferred Compensation, Mergers & Acquisitions, Risk Management, Strategy, Recruiting, Management, Leadership, Personnel Management, Negotiation, Process Improvement, Temporary Placement, Training, Onboarding, Vendor Management, Human Resources, HRIS, Team Building, Strategic Planning, Organizational Design, Employee Benefits, Financial Services, Organizational..., Finance, Executive Management, Relationship Management, Business Process..., Compensation & Benefit, Applicant Tracking..., Executive Pay, Labor Relations, HR Transformation, FMLA, HR Policies, Compensation Structures
Education
Roosevelt University 1979 — 1985
Masters, Public Healthcare Administration
University of Illinois at Urbana-Champaign 1973 — 1977
Bachelor's degree, Political Science and Government
John Marshall Harlan High School 1969 — 1973
Diploma, High School - General
TCF Inventory Finance April 2008 - Present
Daimler Truck Financial 2007 - 2008
DaimlerChrysler Financial Services 2004 - 2007
GE Commercial Distribution Finance January 2004 - August 2004
Transamerica Distribution Finance October 2000 - January 2004
Transamerica August 1989 - October 2000
MICA 1982 - 1989
Skills
Succession Planning, Talent Management, Employee Relations, Performance Management, Employee Engagement, Organizational..., Compensation, HR Strategy, Leadership Development, Benefits Administration, Change Management, Workforce Planning, Mergers, Talent Acquisition, Restructuring, Coaching, Deferred Compensation, Mergers & Acquisitions, Risk Management, Strategy, Recruiting, Management, Leadership, Personnel Management, Negotiation, Process Improvement, Temporary Placement, Training, Onboarding, Vendor Management, Human Resources, HRIS, Team Building, Strategic Planning, Organizational Design, Employee Benefits, Financial Services, Organizational..., Finance, Executive Management, Relationship Management, Business Process..., Compensation & Benefit, Applicant Tracking..., Executive Pay, Labor Relations, HR Transformation, FMLA, HR Policies, Compensation Structures
Education
Roosevelt University 1979 — 1985
Masters, Public Healthcare Administration
University of Illinois at Urbana-Champaign 1973 — 1977
Bachelor's degree, Political Science and Government
John Marshall Harlan High School 1969 — 1973
Diploma, High School - General
Pierce Trcka's Transamerica Experience March 2009 - November 2009
Job Regional Sales Director at Janus Capital Group
Industry Financial Services
Experience
Janus Capital Group June 2013 - Present
Janus Capital Group February 2011 - Present
Jack Keeter Marketing November 2009 - February 2011
Transamerica March 2009 - November 2009
Merrill Lynch February 2008 - January 2009
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, 401k, Investments, Fixed Annuities, Securities, Alternative Investments, Asset Allocation, Wealth Management, Retirement, Snowboarding, Financial Advisory, Strategic Financial..., ETFs, Variable Annuities, Finance, Life Insurance, Portfolio Management, Separately Managed..., Integrity, Investment Advisory, Wealth Management..., Insurance, Outstanding...
Education
Regis University 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Accounting
College for Financial Plannning 2012 — 2012
Accredited Portfolio Management Advisor, Financial Planning and Services
University of Houston 2000 — 2004
BBA, Finance and Marketing
Janus Capital Group June 2013 - Present
Janus Capital Group February 2011 - Present
Jack Keeter Marketing November 2009 - February 2011
Transamerica March 2009 - November 2009
Merrill Lynch February 2008 - January 2009
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, 401k, Investments, Fixed Annuities, Securities, Alternative Investments, Asset Allocation, Wealth Management, Retirement, Snowboarding, Financial Advisory, Strategic Financial..., ETFs, Variable Annuities, Finance, Life Insurance, Portfolio Management, Separately Managed..., Integrity, Investment Advisory, Wealth Management..., Insurance, Outstanding...
Education
Regis University 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Accounting
College for Financial Plannning 2012 — 2012
Accredited Portfolio Management Advisor, Financial Planning and Services
University of Houston 2000 — 2004
BBA, Finance and Marketing
Eileen Burton's Transamerica Experience June 1978 - April 2014
Job Actuary
Industry Insurance
Experience
Self-employed May 2014 - Present
Transamerica June 1978 - April 2014
Penn Corp 1980 - 1982
Skills
Actuarial Science
Education
Pomona College 1974 — 1978
BA, Spanish Lit; Actuarial Math
Upland High 1970 — 1974
Self-employed May 2014 - Present
Transamerica June 1978 - April 2014
Penn Corp 1980 - 1982
Skills
Actuarial Science
Education
Pomona College 1974 — 1978
BA, Spanish Lit; Actuarial Math
Upland High 1970 — 1974
Nancy Bostock's Transamerica Experience 1988 - 1992
Job Business Development Manager Healthcare Markets at HMS a "LexisNexis Company" | Healthcare Analytics & Data Mgmnt
Industry Information Technology and Services
Experience
Health Market Science, A LexisNexis Company February 2014 - Present
Delaware Valley Chapter of HIMSS 2014 - Present
Iron Mountain January 2013 - December 2013
Iron Mountain March 2012 - December 2012
Iron Mountain October 2009 - March 2012
Iron Mountain March 2009 - October 2009
GE Capital Solutions April 2000 - February 2009
GE Trailer Fleet Services December 1992 - March 1996
Transamerica 1988 - 1992
Skills
Solution Selling, Consultative Selling, Strategic Planning, Driving Revenue, B2B, Pipeline Management, New Business Development, Selling, Business Development, Lead Generation, Salesforce.com, Healthcare, Account Management, Project Management, Strategy, Enterprise Software, Sales, Sales Process, Contract Negotiation, Process Improvement, Sales Operations, Management, Pricing, Six Sigma, Negotiation, Cold Calling, Forecasting, Customer Satisfaction, Operations Management, Building Relationships, Team Building, Direct Sales, CRM, Sales Presentations, SaaS, Sales Management, Cross-functional Team..., Go-to-market Strategy, Business Strategy, Vendor Management, Document Management, Strategic Partnerships, Customer Retention, Competitive Analysis, Key Account Management, Healthcare Industry, Leadership
Education
Villanova University 2015 — 2015
Master's Certificate - Lean Six Sigma Black Belt - Healthcare
HMS University - Continuing Ed
Project Management
HMS University - Continuing Ed
SQL Training
HMS University - Continuing Ed
Intoduction to Data Analysis using Excel and Access
HIPAA Privacy and Security Certificate, May 2014
Penn State University
BA, Communications, Arts and Sciences
Power Messaging Certified, 2011
Health Market Science, A LexisNexis Company February 2014 - Present
Delaware Valley Chapter of HIMSS 2014 - Present
Iron Mountain January 2013 - December 2013
Iron Mountain March 2012 - December 2012
Iron Mountain October 2009 - March 2012
Iron Mountain March 2009 - October 2009
GE Capital Solutions April 2000 - February 2009
GE Trailer Fleet Services December 1992 - March 1996
Transamerica 1988 - 1992
Skills
Solution Selling, Consultative Selling, Strategic Planning, Driving Revenue, B2B, Pipeline Management, New Business Development, Selling, Business Development, Lead Generation, Salesforce.com, Healthcare, Account Management, Project Management, Strategy, Enterprise Software, Sales, Sales Process, Contract Negotiation, Process Improvement, Sales Operations, Management, Pricing, Six Sigma, Negotiation, Cold Calling, Forecasting, Customer Satisfaction, Operations Management, Building Relationships, Team Building, Direct Sales, CRM, Sales Presentations, SaaS, Sales Management, Cross-functional Team..., Go-to-market Strategy, Business Strategy, Vendor Management, Document Management, Strategic Partnerships, Customer Retention, Competitive Analysis, Key Account Management, Healthcare Industry, Leadership
Education
Villanova University 2015 — 2015
Master's Certificate - Lean Six Sigma Black Belt - Healthcare
HMS University - Continuing Ed
Project Management
HMS University - Continuing Ed
SQL Training
HMS University - Continuing Ed
Intoduction to Data Analysis using Excel and Access
HIPAA Privacy and Security Certificate, May 2014
Penn State University
BA, Communications, Arts and Sciences
Power Messaging Certified, 2011
Rebecca (Popper) McGrath's Transamerica Experience 1991 - 1994
Job Field Claims Adjuster at Strategic Comp
Industry Insurance
Experience
Strategic Comp April 2014 - Present
Sedgwick CMS 2010 - April 2014
Sedgwick 2005 - 2010
CNA Insurance 2004 - 2005
Zurich Insurance 2003 - 2004
CNA Insurance 1998 - 2003
State Fund Mutual Insurance Company 1994 - 1998
Transamerica 1991 - 1994
Crawford and Company 1989 - 1991
Skills
Claim, Insurance, Analysis, Outlook, Microsoft Excel, Management, Workers Compensation, Mediation, Negotiation, Workers' Compensation..., Litigation, Subrogation, Liability, Litigation Management, Human Resources, Claim Investigation, Claims Management, Property & Casualty..., Claims Handling
Education
University of Denver - Daniels College of Business 1987 — 1989
BSBA, Business; Restaurant/Hotel Management
University of Colorado Boulder - Leeds School of Business 1985 — 1987
Business
Punahou School 1979 — 1985
Strategic Comp April 2014 - Present
Sedgwick CMS 2010 - April 2014
Sedgwick 2005 - 2010
CNA Insurance 2004 - 2005
Zurich Insurance 2003 - 2004
CNA Insurance 1998 - 2003
State Fund Mutual Insurance Company 1994 - 1998
Transamerica 1991 - 1994
Crawford and Company 1989 - 1991
Skills
Claim, Insurance, Analysis, Outlook, Microsoft Excel, Management, Workers Compensation, Mediation, Negotiation, Workers' Compensation..., Litigation, Subrogation, Liability, Litigation Management, Human Resources, Claim Investigation, Claims Management, Property & Casualty..., Claims Handling
Education
University of Denver - Daniels College of Business 1987 — 1989
BSBA, Business; Restaurant/Hotel Management
University of Colorado Boulder - Leeds School of Business 1985 — 1987
Business
Punahou School 1979 — 1985
Dave Retzlaff's Transamerica Experience May 2011 - September 2012
Job Flight Instr at iFLY Indoor Skydiving
Industry Financial Services
Experience
iFLY Indoor Skydiving June 2015 - Present
NorthStar Realty Securities September 2012 - Present
Transamerica May 2011 - September 2012
Lightstone Group December 2009 - May 2011
C3 Business Solutions April 2008 - July 2008
NBA Long Beach Summer Pro League July 2007 - August 2007
Skills
Microsoft Office, Sales Management, Insurance, Real Estate Investment, Customer Relations, Sales Operations, Inside Sales, External Sales, Action Sports, CRM software, Account Management, Sales, Series 63, New Business Development, CRM, Team Building, Customer Service, Series 6, Email Marketing, Negotiation, Marketing, Social Media Marketing, Marketing Strategy, Salesforce.com, Investments, Mutual Funds, Series 7, Asset Management, Alternative Investments, Retirement Planning
Education
University of California, San Diego 2005 — 2007
Bachelor of Arts (BA), Communication, Journalism, and Related Programs
Pierce College 2003 — 2005
Associate of Arts (A.A.)
iFLY Indoor Skydiving June 2015 - Present
NorthStar Realty Securities September 2012 - Present
Transamerica May 2011 - September 2012
Lightstone Group December 2009 - May 2011
C3 Business Solutions April 2008 - July 2008
NBA Long Beach Summer Pro League July 2007 - August 2007
Skills
Microsoft Office, Sales Management, Insurance, Real Estate Investment, Customer Relations, Sales Operations, Inside Sales, External Sales, Action Sports, CRM software, Account Management, Sales, Series 63, New Business Development, CRM, Team Building, Customer Service, Series 6, Email Marketing, Negotiation, Marketing, Social Media Marketing, Marketing Strategy, Salesforce.com, Investments, Mutual Funds, Series 7, Asset Management, Alternative Investments, Retirement Planning
Education
University of California, San Diego 2005 — 2007
Bachelor of Arts (BA), Communication, Journalism, and Related Programs
Pierce College 2003 — 2005
Associate of Arts (A.A.)
Davis Smith's Transamerica Experience 1994 - 1996
Job Senior Analyst at Western Asset Management
Industry Financial Services
Experience
Western Asset Management 2003 - Present
Invesco Ltd. 1999 - 2001
Credit Suisse 1996 - 1999
Transamerica 1994 - 1996
Conseco Capital Management January 1989 - May 1995
Skills
Fixed Income, Bloomberg, Investments, Bonds, Asset Management, Derivatives, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Alternative Investments, Capital Markets, Investment Management, Mutual Funds, Investment Strategies, Asset Allocation, Equity Research
Education
Purdue University - Krannert School of Management 1987 — 1988
MS, Management
Purdue University 1985 — 1987
Master of Science (MS), Economics
Western Asset Management 2003 - Present
Invesco Ltd. 1999 - 2001
Credit Suisse 1996 - 1999
Transamerica 1994 - 1996
Conseco Capital Management January 1989 - May 1995
Skills
Fixed Income, Bloomberg, Investments, Bonds, Asset Management, Derivatives, Equities, Hedge Funds, Financial Modeling, Portfolio Management, Alternative Investments, Capital Markets, Investment Management, Mutual Funds, Investment Strategies, Asset Allocation, Equity Research
Education
Purdue University - Krannert School of Management 1987 — 1988
MS, Management
Purdue University 1985 — 1987
Master of Science (MS), Economics
Bryan Beetem's Transamerica Experience July 2012 - Present
Job AnalystUtilization & Planning at Transamerica
Industry Consumer Services
Experience
Transamerica July 2012 - Present
Yellowbook August 2008 - July 2012
Skills
Excel, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Call Centers, Administrative..., Outlook, Editing, Team Building, Training, Leadership, Customer Satisfaction, Team Leadership, Time Management, Online Advertising, Account Management, Access
Education
Penn State University
Transamerica July 2012 - Present
Yellowbook August 2008 - July 2012
Skills
Excel, Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Call Centers, Administrative..., Outlook, Editing, Team Building, Training, Leadership, Customer Satisfaction, Team Leadership, Time Management, Online Advertising, Account Management, Access
Education
Penn State University
jed nuskind's Transamerica Experience 1979 - 1982
Job Manager Operations GE Transportation Finance
Industry Financial Services
Experience
GE Transportation Finance 2008 - Present
GE Capital 2004 - 2008
Transamerica Leasing 1982 - 2004
Transamerica 1979 - 1982
Skills
Process Improvement, Financial Analysis, Strategic Planning, Management, Negotiation, Analysis, Business Strategy, Change Management, Forecasting, Team Building
Education
Queens College
GE Transportation Finance 2008 - Present
GE Capital 2004 - 2008
Transamerica Leasing 1982 - 2004
Transamerica 1979 - 1982
Skills
Process Improvement, Financial Analysis, Strategic Planning, Management, Negotiation, Analysis, Business Strategy, Change Management, Forecasting, Team Building
Education
Queens College
Eric Dorobiala's Transamerica Experience 1998 - 2000
Job Director of Sales at HarleyDavidson Financial Services
Industry Financial Services
Experience
Harley Davidson Financial Services September 2005 - Present
Harley-Davidson Financial Services September 2002 - September 2005
Harley Davidson Financial Services September 2000 - September 2002
Transamerica 1998 - 2000
Skills
Sales Management, Budgeting, Mentoring, Portfolio Management, New Business Development, Risk Management, Negotiation, Strategic Planning, Financial Analysis, Marketing Strategy, Business Strategy, Analysis, Sales, Budgets, Business Planning, Management, Finance, Cross-functional Team..., Leadership, Forecasting
Education
Regis University 1995 — 1998
Master of Business Administration, Market Strategy
University of Colorado Colorado Springs 1979 — 1982
BA, Political Science
University of Northern Colorado 1978 — 1979
Harley Davidson Financial Services September 2005 - Present
Harley-Davidson Financial Services September 2002 - September 2005
Harley Davidson Financial Services September 2000 - September 2002
Transamerica 1998 - 2000
Skills
Sales Management, Budgeting, Mentoring, Portfolio Management, New Business Development, Risk Management, Negotiation, Strategic Planning, Financial Analysis, Marketing Strategy, Business Strategy, Analysis, Sales, Budgets, Business Planning, Management, Finance, Cross-functional Team..., Leadership, Forecasting
Education
Regis University 1995 — 1998
Master of Business Administration, Market Strategy
University of Colorado Colorado Springs 1979 — 1982
BA, Political Science
University of Northern Colorado 1978 — 1979
Kenneth Andreozzi's Transamerica Experience 2001 - 2002
Job Vice President of Sales, Mining Finance at People's Capital and Leasing Corp.
Industry Financial Services
Experience
People's Capital and Leasing Corp. May 2011 - Present
GE Capital March 2008 - April 2011
Merrill Lynch Capital 2002 - 2008
Transamerica 2001 - 2002
FINOVA Capital Corporation 1994 - 2001
Bell Atlantic TriCon Capital 1984 - 1994
Equitable Life Leasing 1981 - 1984
Education
Philadelphia University 1977 — 1981
BS, Business
People's Capital and Leasing Corp. May 2011 - Present
GE Capital March 2008 - April 2011
Merrill Lynch Capital 2002 - 2008
Transamerica 2001 - 2002
FINOVA Capital Corporation 1994 - 2001
Bell Atlantic TriCon Capital 1984 - 1994
Equitable Life Leasing 1981 - 1984
Education
Philadelphia University 1977 — 1981
BS, Business
Billy Grimes's Transamerica Experience January 1998 - January 2000
Job Financial Advisor at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management July 2012 - Present
LPL Financial June 2009 - June 2012
Sun Life Financial December 2006 - June 2009
Allianz April 2005 - August 2006
Guardian Life Insurance February 2001 - April 2005
Transamerica January 1998 - January 2000
Phoenix Investment Partners January 1997 - December 1998
Putnam Investments October 1991 - January 1997
Skills
Retirement, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Series 6, Finance, Asset Allocation, Variable Annuities, Financial Advisory, Wealth Management, 401k, IRAs, Series 65, Mortgage Lending, Securities, Investment Advisory
Education
Providence College 1987 — 1991
B.S., Business
Citi Personal Wealth Management July 2012 - Present
LPL Financial June 2009 - June 2012
Sun Life Financial December 2006 - June 2009
Allianz April 2005 - August 2006
Guardian Life Insurance February 2001 - April 2005
Transamerica January 1998 - January 2000
Phoenix Investment Partners January 1997 - December 1998
Putnam Investments October 1991 - January 1997
Skills
Retirement, Series 7, Fixed Annuities, Mutual Funds, Retirement Planning, Series 63, Series 6, Finance, Asset Allocation, Variable Annuities, Financial Advisory, Wealth Management, 401k, IRAs, Series 65, Mortgage Lending, Securities, Investment Advisory
Education
Providence College 1987 — 1991
B.S., Business
Raquel Petroski's Transamerica Experience 2004 - 2005
Job Financial Services
Industry Financial Services
Experience
BusinesSuites September 2014 - July 2015
Transamerica Retirement Services 2005 - 2007
Transamerica 2004 - 2005
T. Rowe Price 2003 - 2004
T. Rowe Price 1999 - 2003
T. Rowe Price December 1996 - 1999
Education
Roanoke College 1991 — 1995
B.A., Sociology
BusinesSuites September 2014 - July 2015
Transamerica Retirement Services 2005 - 2007
Transamerica 2004 - 2005
T. Rowe Price 2003 - 2004
T. Rowe Price 1999 - 2003
T. Rowe Price December 1996 - 1999
Education
Roanoke College 1991 — 1995
B.A., Sociology
Barbara Convissar's Transamerica Experience April 2011 - March 2012
Job Customer Service and Operations Associate
Industry Financial Services
Experience
TIAA-CREF September 2012 - Present
Transamerica April 2011 - March 2012
Transamerica February 2010 - April 2011
Jackson National Life January 2006 - November 2009
Skills
Customer Oriented, Customer Service, Multi Tasking, Problem Solving, Operations Research, Communication, Eye for Details, Transaction Processing, Call Center, Microsoft Excel, Microsoft Word, Outlook, Mail Merge, Data Entry
Education
Queens College
BA, English
TIAA-CREF September 2012 - Present
Transamerica April 2011 - March 2012
Transamerica February 2010 - April 2011
Jackson National Life January 2006 - November 2009
Skills
Customer Oriented, Customer Service, Multi Tasking, Problem Solving, Operations Research, Communication, Eye for Details, Transaction Processing, Call Center, Microsoft Excel, Microsoft Word, Outlook, Mail Merge, Data Entry
Education
Queens College
BA, English
Jonathan McClellan's Transamerica Experience September 1998 - May 2006
Job Teacher at Duncanville High School
Industry Education Management
Experience
Duncanville High School August 2008 - Present
Transamerica September 1998 - May 2006
Skills
K-12, Mathematics Education, Education, Educational Technology, Classroom Management, Classroom, Lesson Planning, Educational Leadership, Teacher Training, Elementary Education, Literacy, Curriculum Development, Curriculum Design, Tutoring, Special Education, Differentiated..., Instructional Technology, Staff Development, Technology Integration
Education
Devry University, Irving, Texas 2002 — 2003
Bachelor's Degree, Information Technology
Prairie View A&M University 1992 — 1994
Master's Degree, Mathematics
Sam Houston State University 1987 — 1990
Bachelor's Degree, Mathematics Degree with General Business Minor
Duncanville High School August 2008 - Present
Transamerica September 1998 - May 2006
Skills
K-12, Mathematics Education, Education, Educational Technology, Classroom Management, Classroom, Lesson Planning, Educational Leadership, Teacher Training, Elementary Education, Literacy, Curriculum Development, Curriculum Design, Tutoring, Special Education, Differentiated..., Instructional Technology, Staff Development, Technology Integration
Education
Devry University, Irving, Texas 2002 — 2003
Bachelor's Degree, Information Technology
Prairie View A&M University 1992 — 1994
Master's Degree, Mathematics
Sam Houston State University 1987 — 1990
Bachelor's Degree, Mathematics Degree with General Business Minor
Andrew Kanelos's Transamerica Experience June 2005 - August 2008
Job Managing Director, SA Reinsurance Ltd / VP Intl Business Development, Transamerica Capital Mgt
Industry Insurance
Experience
Transamerica Life Insurance Company / SA Reinsurance Ltd March 2010 - Present
Aegon NV August 2008 - February 2010
Transamerica June 2005 - August 2008
Skills
Risk Management, Reinsurance, Variable Annuities, Fixed Annuities
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Accounting and Finance
Transamerica Life Insurance Company / SA Reinsurance Ltd March 2010 - Present
Aegon NV August 2008 - February 2010
Transamerica June 2005 - August 2008
Skills
Risk Management, Reinsurance, Variable Annuities, Fixed Annuities
Education
Pepperdine University, The George L. Graziadio School of Business and Management
Master of Business Administration (MBA), Accounting and Finance
Leah Iklov's Transamerica Experience May 2012 - Present
Job Consultant at Transamerica
Industry Information Technology and Services
Experience
Transamerica May 2012 - Present
Conseco Services, LLC (Bankers Life & Casualty) October 2006 - February 2012
Conseco Services, LLC (PFS) January 1998 - October 2006
Trustmark Insurance February 1994 - January 1998
Bankers Life and Casualty March 1991 - February 1994
Federal Life Insurance April 1989 - March 1991
Skills
Endeavor, IBM Utilities, COBOL, REXX, Easytrieve, VSAM, Integration, JCL, Program Management, DB2, IBM Mainframe, Fileaid, CICS, MVS, Mainframe, Programming, SAS, Quality Center, WebSphere MQ, Requirements Analysis, TSO, SDLC, Software Development, Disaster Recovery, Business Requirements, Systems Analysis
Education
Rigas Tehniska Universitate 1982 — 1987
MS, Information Technology
Transamerica May 2012 - Present
Conseco Services, LLC (Bankers Life & Casualty) October 2006 - February 2012
Conseco Services, LLC (PFS) January 1998 - October 2006
Trustmark Insurance February 1994 - January 1998
Bankers Life and Casualty March 1991 - February 1994
Federal Life Insurance April 1989 - March 1991
Skills
Endeavor, IBM Utilities, COBOL, REXX, Easytrieve, VSAM, Integration, JCL, Program Management, DB2, IBM Mainframe, Fileaid, CICS, MVS, Mainframe, Programming, SAS, Quality Center, WebSphere MQ, Requirements Analysis, TSO, SDLC, Software Development, Disaster Recovery, Business Requirements, Systems Analysis
Education
Rigas Tehniska Universitate 1982 — 1987
MS, Information Technology
April McDonald's Transamerica Experience April 2014 - June 2014
Job Business Education Teacher at Dallas ISD
Industry Insurance
Experience
Dallas ISD June 2014 - Present
E.A. Renfroe and Company May 2013 - Present
Transamerica April 2014 - June 2014
Dearborn National Life Insurance Company February 2010 - December 2012
UnitedHealthcare March 2009 - September 2009
UT Southwestern Medical Center September 2005 - March 2008
UT Southwestern Medical Center June 2001 - August 2005
Skills
Insurance, Claim, Underwriting, Property & Casualty..., Risk Management, Financial Analysis, Group Life, Analysis, Microsoft Excel, Accounts Receivable, Process Improvement, Disability Insurance, Accounting, Claims Resolution, Outlook, Customer Service, Accounts Payable, LTD, Liability Analysis, Software Documentation, Claim Investigation, Healthcare, Workers Compensation, Claims Management, Subrogation, Reinsurance, Workers' Compensation..., Team Building, Life Insurance, Invoicing, Litigation Management, Property Damage, Management, Term Life Insurance, Accident, Medicaid, Claims Handling, Training, Health Insurance, General Insurance, Commercial Insurance, Brokers, Employee Benefits, Medicare, Estimating, Xactimate, Catastrophe, Auto, Policy, Claims Investigations
Education
Tarrant County College 2009 — 2009
Currently pursuing AIC license, Insurance P&C, Auto and Worker's Compensation
Tarrant County College 2009 — 2009
Claim Insurance
Paul Quinn College 1986 — 1991
Bachelor's Degree; Bachelor of Science Degree, Computer Science
Health Professions 1980 — 1984
Diploma, Health/Health Care Administration/Management, 3.0
Dallas ISD June 2014 - Present
E.A. Renfroe and Company May 2013 - Present
Transamerica April 2014 - June 2014
Dearborn National Life Insurance Company February 2010 - December 2012
UnitedHealthcare March 2009 - September 2009
UT Southwestern Medical Center September 2005 - March 2008
UT Southwestern Medical Center June 2001 - August 2005
Skills
Insurance, Claim, Underwriting, Property & Casualty..., Risk Management, Financial Analysis, Group Life, Analysis, Microsoft Excel, Accounts Receivable, Process Improvement, Disability Insurance, Accounting, Claims Resolution, Outlook, Customer Service, Accounts Payable, LTD, Liability Analysis, Software Documentation, Claim Investigation, Healthcare, Workers Compensation, Claims Management, Subrogation, Reinsurance, Workers' Compensation..., Team Building, Life Insurance, Invoicing, Litigation Management, Property Damage, Management, Term Life Insurance, Accident, Medicaid, Claims Handling, Training, Health Insurance, General Insurance, Commercial Insurance, Brokers, Employee Benefits, Medicare, Estimating, Xactimate, Catastrophe, Auto, Policy, Claims Investigations
Education
Tarrant County College 2009 — 2009
Currently pursuing AIC license, Insurance P&C, Auto and Worker's Compensation
Tarrant County College 2009 — 2009
Claim Insurance
Paul Quinn College 1986 — 1991
Bachelor's Degree; Bachelor of Science Degree, Computer Science
Health Professions 1980 — 1984
Diploma, Health/Health Care Administration/Management, 3.0
JOHNNY JAICAMAN's Transamerica Experience February 2013 - Present
Job Construction Professional
Industry Construction
Experience
Transamerica February 2013 - Present
Skills
Pre-construction, Construction, Process Scheduler, Carpentry, Construction Management, Contract Negotiation
Education
University of Phoenix 2010 — 2011
Pierce College 2002 — 2003
Transamerica February 2013 - Present
Skills
Pre-construction, Construction, Process Scheduler, Carpentry, Construction Management, Contract Negotiation
Education
University of Phoenix 2010 — 2011
Pierce College 2002 — 2003
Daniel Tront's Transamerica Experience August 2000 - November 2014
Job Sr. Compliance Officer at Transamerica Financial Advisors, Inc.
Industry Financial Services
Experience
Transamerica August 2000 - November 2014
Skills
Securities, Mutual Funds, Investment Advisory, Investments, Series 7, Retirement Planning, Wealth Management, Insurance, Asset Management, FINRA, Financial Analysis, AML
Education
Queens College
BA, Economics
Transamerica August 2000 - November 2014
Skills
Securities, Mutual Funds, Investment Advisory, Investments, Series 7, Retirement Planning, Wealth Management, Insurance, Asset Management, FINRA, Financial Analysis, AML
Education
Queens College
BA, Economics
Donald Morden's Transamerica Experience August 1998 - Present
Job FSA, MAAA, AVP at Transamerica
Industry Insurance
Experience
Transamerica August 1998 - Present
Metropolitan Life Insurance Company February 1988 - July 1998
Skills
Actuarial Science, Product Development, Insurance
Education
Queen's University
Mathematics
Transamerica August 1998 - Present
Metropolitan Life Insurance Company February 1988 - July 1998
Skills
Actuarial Science, Product Development, Insurance
Education
Queen's University
Mathematics
Jonathan Sims's Transamerica Experience May 2012 - July 2013
Job Graphic Developer at Jaguar Land Rover
Industry Automotive
Experience
Jaguar Land Rover October 2013 - Present
Spirit Halloween September 2013 - October 2013
Myself January 1993 - August 2013
Transamerica May 2012 - July 2013
DISH Network August 2008 - May 2012
IBM August 2007 - August 2008
Entercom August 2006 - August 2007
THE REAL ESTATE GALLERY December 2002 - August 2006
Skills
Photo Editing, Video Editing, Character Animation, 3D animation, Flash Animation, Traditional Animation, Graphic Design, Motion Graphics, 3D visualization, Special Effects, Character Design, Logo Design, Clay Modeling, Acting, Web Design, After Effects, DVD authoring, Final Cut Pro, Premiere, Photoshop, Dreamweaver, Soundbooth, Final Draft, Screenwriting, HTML + CSS, PHP, MySQL, Voice Acting, Digital Art, Commercials, Illustrator, InDesign, Cinema 4D, Maya, Poser, Vue, 3D Studio Max, Lightwave, Promotions, Public Relations, Customer Service, 3D Modeling, Published Author, Videography, Computer Animation, HTML, Image Editing, Animation, Video, Multimedia
Education
University of Denver 2003 — 2006
Bachelor of Arts (B.A.), Digital Media Studis; Motion Graphics, Animation, Art
Red Rocks Community College 2000 — 2003
Associate of Arts and Sciences (A.A.S.), Motion Graphics Animation
Jaguar Land Rover October 2013 - Present
Spirit Halloween September 2013 - October 2013
Myself January 1993 - August 2013
Transamerica May 2012 - July 2013
DISH Network August 2008 - May 2012
IBM August 2007 - August 2008
Entercom August 2006 - August 2007
THE REAL ESTATE GALLERY December 2002 - August 2006
Skills
Photo Editing, Video Editing, Character Animation, 3D animation, Flash Animation, Traditional Animation, Graphic Design, Motion Graphics, 3D visualization, Special Effects, Character Design, Logo Design, Clay Modeling, Acting, Web Design, After Effects, DVD authoring, Final Cut Pro, Premiere, Photoshop, Dreamweaver, Soundbooth, Final Draft, Screenwriting, HTML + CSS, PHP, MySQL, Voice Acting, Digital Art, Commercials, Illustrator, InDesign, Cinema 4D, Maya, Poser, Vue, 3D Studio Max, Lightwave, Promotions, Public Relations, Customer Service, 3D Modeling, Published Author, Videography, Computer Animation, HTML, Image Editing, Animation, Video, Multimedia
Education
University of Denver 2003 — 2006
Bachelor of Arts (B.A.), Digital Media Studis; Motion Graphics, Animation, Art
Red Rocks Community College 2000 — 2003
Associate of Arts and Sciences (A.A.S.), Motion Graphics Animation
stan rankin's Transamerica Experience June 2012 - Present
Job Independent Agent at Transamerica
Industry Transportation/Trucking/Railroad
Experience
Transamerica June 2012 - Present
Newry Church July 1998 - November 2011
Oconee School District 1999 - 2011
Skills
Public Speaking, Leadership Development, Preaching, Team Building, Strategic Planning, Teaching, Coaching, Customer Service, Pastoral Care, Biblical Studies, Community Outreach, Theology, Microsoft Office, Discipleship, Pastoral Counseling, Nonprofits, Leadership, System Administration, Youth Ministry, Religion, Microsoft Word, Missions
Education
Seneca High School/ Lee University 1972 — 1976
Batchelor of Arts, Bible/Biblical Studies
Pentecostal Theological Seminary
Transamerica June 2012 - Present
Newry Church July 1998 - November 2011
Oconee School District 1999 - 2011
Skills
Public Speaking, Leadership Development, Preaching, Team Building, Strategic Planning, Teaching, Coaching, Customer Service, Pastoral Care, Biblical Studies, Community Outreach, Theology, Microsoft Office, Discipleship, Pastoral Counseling, Nonprofits, Leadership, System Administration, Youth Ministry, Religion, Microsoft Word, Missions
Education
Seneca High School/ Lee University 1972 — 1976
Batchelor of Arts, Bible/Biblical Studies
Pentecostal Theological Seminary
Nuvia Reyna's Transamerica Experience August 2012 - Present
Job Analyst at Transamerica
Industry Logistics and Supply Chain
Experience
Transamerica August 2012 - Present
Medco Health Solutions November 2008 - March 2013
Education
Richland College 1998 — 1999
Associate's Degree, Business
Transamerica August 2012 - Present
Medco Health Solutions November 2008 - March 2013
Education
Richland College 1998 — 1999
Associate's Degree, Business
Joseph Krenn's Transamerica Experience February 2012 - Present
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica February 2012 - Present
Sun Life Financial May 2009 - December 2011
John Hancock Life Insurance Company (U.S.A.) April 2008 - May 2009
UBS November 1994 - March 2008
Skills
Mutual Funds, Retirement Planning, Series 6, Series 63, Retirement, Series 7, Wealth Management, Variable Annuities, Separately Managed..., Life Insurance, Long-term Care, Disability Insurance, Investments, Retirement Savings
Education
Point Park University 1982 — 1986
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Transamerica February 2012 - Present
Sun Life Financial May 2009 - December 2011
John Hancock Life Insurance Company (U.S.A.) April 2008 - May 2009
UBS November 1994 - March 2008
Skills
Mutual Funds, Retirement Planning, Series 6, Series 63, Retirement, Series 7, Wealth Management, Variable Annuities, Separately Managed..., Life Insurance, Long-term Care, Disability Insurance, Investments, Retirement Savings
Education
Point Park University 1982 — 1986
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Lynn Osborn's Transamerica Experience August 2011 - March 2014
Job Administrative Services
Industry Management Consulting
Experience
Transamerica August 2011 - March 2014
Superior Uniform Group 2005 - 2011
Hodge-Podge Bakery Cafe September 2009 - March 2010
Tenet Call Center April 2000 - April 2005
Eckerd Corporation 1999 - 2000
Designs by Lynnie 1996 - 1999
Raymond James & Associates, Inc 1994 - 1996
Freelance / Graphic Design Services 1985 - 1994
California Institute of the Arts 1988 - 1989
Bay Area Playwrights Festival 1985 - 1986
Education
University of North Carolina at Greensboro 1984 — 1985
Theater Design
Radford University 1979 — 1983
BFA, Theater
Transamerica August 2011 - March 2014
Superior Uniform Group 2005 - 2011
Hodge-Podge Bakery Cafe September 2009 - March 2010
Tenet Call Center April 2000 - April 2005
Eckerd Corporation 1999 - 2000
Designs by Lynnie 1996 - 1999
Raymond James & Associates, Inc 1994 - 1996
Freelance / Graphic Design Services 1985 - 1994
California Institute of the Arts 1988 - 1989
Bay Area Playwrights Festival 1985 - 1986
Education
University of North Carolina at Greensboro 1984 — 1985
Theater Design
Radford University 1979 — 1983
BFA, Theater
Shirlunda Walker's Transamerica Experience April 2012 - Present
Job Disability Claims Customer Service Representative at Transamerica
Industry Insurance
Experience
Transamerica April 2012 - Present
Ally Financial Inc. October 1998 - November 2011
Ally Financial Inc. June 2011 - September 2011
State Farm Insurance January 2000 - June 2000
Skills
Quality Assurance, Problem Solving, Written Correspondence, Customer Service, Strong Negotiations, Time Management, Critical Thinking, Monitoring, Multi-tasking Skills, Team Player, General Office Skills, Excellent Communication, Disability Insurance, Claims Resolution
Education
Philander Smith College 1993 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Transamerica April 2012 - Present
Ally Financial Inc. October 1998 - November 2011
Ally Financial Inc. June 2011 - September 2011
State Farm Insurance January 2000 - June 2000
Skills
Quality Assurance, Problem Solving, Written Correspondence, Customer Service, Strong Negotiations, Time Management, Critical Thinking, Monitoring, Multi-tasking Skills, Team Player, General Office Skills, Excellent Communication, Disability Insurance, Claims Resolution
Education
Philander Smith College 1993 — 1998
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Pilar Betancourth's Transamerica Experience December 2012 - Present
Job Staff Accountant at AlphaSights
Industry Accounting
Experience
AlphaSights February 2014 - Present
Transamerica December 2012 - Present
AlphaSights 2014 - 2014
STi Prepaid LLC October 2001 - November 2011
Skills
Financial Reporting, Accounts Payable, Auditing, Accounting, Accounts Receivable, Financial Analysis, Invoicing, GAAP, SEC filings, US GAAP, Revenue Recognition, Sarbanes-Oxley Act, Budgets, General Ledger, Fixed Assets, Sarbanes-Oxley, Depreciation, FRx, International Accounting, Microsoft Dynamics SL, CPA, Great Plains Software, Access, Monthly Closing, Monthly Close, CAS, Fixed Asset Management, Year-end Close, Consolidated Financial...
Education
Queens College 2008 — 2012
Bachelor of Arts (B.A.), Accounting
AlphaSights February 2014 - Present
Transamerica December 2012 - Present
AlphaSights 2014 - 2014
STi Prepaid LLC October 2001 - November 2011
Skills
Financial Reporting, Accounts Payable, Auditing, Accounting, Accounts Receivable, Financial Analysis, Invoicing, GAAP, SEC filings, US GAAP, Revenue Recognition, Sarbanes-Oxley Act, Budgets, General Ledger, Fixed Assets, Sarbanes-Oxley, Depreciation, FRx, International Accounting, Microsoft Dynamics SL, CPA, Great Plains Software, Access, Monthly Closing, Monthly Close, CAS, Fixed Asset Management, Year-end Close, Consolidated Financial...
Education
Queens College 2008 — 2012
Bachelor of Arts (B.A.), Accounting
Katie Pinney, ARM's Transamerica Experience 1990 - 1999
Job Operational and Enterprise Risk Management
Industry Financial Services
Experience
First American Financial Corporation December 2010 - December 2013
Prudential Financial November 2003 - October 2008
Pacific Life June 1999 - 2003
Transamerica 1990 - 1999
Skills
Financial Analysis, Financial Risk, Enterprise Risk..., Financial Modeling, Due Diligence, Valuation, Insurance, Finance, Credit, Risk Assessment, Process Improvement, Vendor Management, Project Management, Sarbanes-Oxley Act, Financial Reporting
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
UC Irvine
Teaching Credential, Multiple Subject and Single Subject English Teaching Credential
UCLA
Bachelor Degrees, Economics and English
First American Financial Corporation December 2010 - December 2013
Prudential Financial November 2003 - October 2008
Pacific Life June 1999 - 2003
Transamerica 1990 - 1999
Skills
Financial Analysis, Financial Risk, Enterprise Risk..., Financial Modeling, Due Diligence, Valuation, Insurance, Finance, Credit, Risk Assessment, Process Improvement, Vendor Management, Project Management, Sarbanes-Oxley Act, Financial Reporting
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, Business
UC Irvine
Teaching Credential, Multiple Subject and Single Subject English Teaching Credential
UCLA
Bachelor Degrees, Economics and English
Natacha Lewis's Transamerica Experience July 1998 - June 2004
Job Title officer at Title Stream
Industry Real Estate
Experience
Title Stream 2008 - Present
Transamerica July 1998 - June 2004
Education
Wade College 1991 — 1993
Associate of Arts (A.A.), Fashion Merchandising
Paul Quinn College
Bachelor of Applied Science (B.A.Sc.), Organizational Management
Title Stream 2008 - Present
Transamerica July 1998 - June 2004
Education
Wade College 1991 — 1993
Associate of Arts (A.A.), Fashion Merchandising
Paul Quinn College
Bachelor of Applied Science (B.A.Sc.), Organizational Management
Michelle Blume's Transamerica Experience May 1989 - January 2003
Job Account Manager at TCF Bank
Industry Banking
Experience
TCF Bank December 2009 - Present
Textron Financial May 2003 - December 2009
Transamerica May 1989 - January 2003
Education
Purdue University Calumet
TCF Bank December 2009 - Present
Textron Financial May 2003 - December 2009
Transamerica May 1989 - January 2003
Education
Purdue University Calumet
Tenisha Dixon's Transamerica Experience June 2012 - Present
Job Document CoordinatorCash Desk at Transamerica
Industry Financial Services
Experience
Transamerica June 2012 - Present
Regions Financial Corporation March 2011 - June 2012
Education
Philander Smith College 2000 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Transamerica June 2012 - Present
Regions Financial Corporation March 2011 - June 2012
Education
Philander Smith College 2000 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Jim Mowery's Transamerica Experience 1996 - Present
Job Senior Actuary, Risk Management at Transamerica
Industry Insurance
Experience
Transamerica 1996 - Present
Bankers Conseco Life Insurance Company 1990 - 1996
Lincoln Financial Group 1977 - 1990
Skills
Actuarial Science, Risk Management, Reinsurance, Insurance, Pensions, Underwriting, Health Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities
Education
Purdue University 1973 — 1977
Bachelor of Science (BS), Mathematics
Transamerica 1996 - Present
Bankers Conseco Life Insurance Company 1990 - 1996
Lincoln Financial Group 1977 - 1990
Skills
Actuarial Science, Risk Management, Reinsurance, Insurance, Pensions, Underwriting, Health Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities
Education
Purdue University 1973 — 1977
Bachelor of Science (BS), Mathematics
Susanna Lu's Transamerica Experience June 2013 - Present
Job Financial Advisor at Transamerica
Industry Financial Services
Experience
Transamerica June 2013 - Present
STA International August 2008 - November 2013
Jesmay Electronics Co., Ltd. November 1998 - January 2007
BNY Mellon December 1996 - October 1998
Burlington Coat Factory November 1990 - December 1996
Skills
Financial Analysis, Outlook, Microsoft Word, PowerPoint, Microsoft Excel, Negotiation, Microsoft Office
Education
City University of New York-Queens College 1992 — 1996
Bachelor of Arts (B.A.), Accounting Information System Management
Transamerica June 2013 - Present
STA International August 2008 - November 2013
Jesmay Electronics Co., Ltd. November 1998 - January 2007
BNY Mellon December 1996 - October 1998
Burlington Coat Factory November 1990 - December 1996
Skills
Financial Analysis, Outlook, Microsoft Word, PowerPoint, Microsoft Excel, Negotiation, Microsoft Office
Education
City University of New York-Queens College 1992 — 1996
Bachelor of Arts (B.A.), Accounting Information System Management
Hongyi Zhou's Transamerica Experience September 2012 - December 2013
Job Production Coordinator
Industry
Experience
YM Accessories, Inc January 2014 - July 2014
Transamerica September 2012 - December 2013
Skills
STATA, Adobe Photoshop,...
Education
Queen's College 2009 — 2013
Bachelor's degree, Economics, GPA:3.7/4.0 major GPA: 4.0/4.0
YM Accessories, Inc January 2014 - July 2014
Transamerica September 2012 - December 2013
Skills
STATA, Adobe Photoshop,...
Education
Queen's College 2009 — 2013
Bachelor's degree, Economics, GPA:3.7/4.0 major GPA: 4.0/4.0
Carol Zhou's Transamerica Experience June 2013 - Present
Job Quantitative Financial Risk Analyst
Industry Financial Services
Experience
Transamerica June 2013 - Present
Marion Mortgage Financial Co. January 2013 - June 2013
Dongwu Securities Inc. June 2012 - December 2012
Deloitte August 2011 - June 2012
Skills
Financial Modeling, Data Analysis, Risk Assessment, Financial Analysis, Database Administration, Financial Reporting, SAS, Microsoft Excel, SQL, SPSS, Matlab, Access, PowerPoint, Microsoft Word, Business Analysis, ERP, CRM, Statistics, Econometrics
Education
Renmin University of China
Bachelor's Degree, Management Science and Engineering
The George Washington University
Master's Degree, Finance
Transamerica June 2013 - Present
Marion Mortgage Financial Co. January 2013 - June 2013
Dongwu Securities Inc. June 2012 - December 2012
Deloitte August 2011 - June 2012
Skills
Financial Modeling, Data Analysis, Risk Assessment, Financial Analysis, Database Administration, Financial Reporting, SAS, Microsoft Excel, SQL, SPSS, Matlab, Access, PowerPoint, Microsoft Word, Business Analysis, ERP, CRM, Statistics, Econometrics
Education
Renmin University of China
Bachelor's Degree, Management Science and Engineering
The George Washington University
Master's Degree, Finance
Anita Grady's Transamerica Experience 1990 - 1992
Job Independent Training Consultant for AchieveGlobal, an MHI Global Company
Industry Professional Training & Coaching
Experience
AchieveGlobal, an MHI Global Company August 1999 - Present
KeyBank 1992 - 1999
Transamerica 1990 - 1992
General Motors 1986 - 1989
Skills
Training Delivery, Leadership Development..., Customer Service..., Customer Service, Organizational..., Presentation Coaching, Coaching, Leadership Development, Change Management, Needs Analysis, Career Development, Employee Training, Workshop Facilitation, Organizational..., Loans, Training, Personal Development, Performance Improvement, Executive Coaching
Education
Purdue University 1982 — 1986
Bachelor of Science (BS) (1986)
AchieveGlobal, an MHI Global Company August 1999 - Present
KeyBank 1992 - 1999
Transamerica 1990 - 1992
General Motors 1986 - 1989
Skills
Training Delivery, Leadership Development..., Customer Service..., Customer Service, Organizational..., Presentation Coaching, Coaching, Leadership Development, Change Management, Needs Analysis, Career Development, Employee Training, Workshop Facilitation, Organizational..., Loans, Training, Personal Development, Performance Improvement, Executive Coaching
Education
Purdue University 1982 — 1986
Bachelor of Science (BS) (1986)
Pam Hull's Transamerica Experience July 1984 - January 2004
Job Student at University of Phoenix
Industry Computer Software
Experience
GE January 2004 - April 2014
Transamerica July 1984 - January 2004
BorgWarner Automotive September 1972 - July 1984
Skills
Telecommunications, Desktop Application..., Financial Services
Education
University of Phoenix 2012 — 2015
IT Management
Penn Foster 2010 — 2012
Computer Science
GE January 2004 - April 2014
Transamerica July 1984 - January 2004
BorgWarner Automotive September 1972 - July 1984
Skills
Telecommunications, Desktop Application..., Financial Services
Education
University of Phoenix 2012 — 2015
IT Management
Penn Foster 2010 — 2012
Computer Science
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO