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
Transamerica June 2014 - Present
Salon One May 2010 - September 2013
Skills
Customer Service, Social Skills, PowerPoint, Microsoft Excel, Microsoft Word, Customer service
Education
San Jose State University 2013 — 2017
Finance, General
Transamerica June 2014 - Present
Transamerica August 2013 - June 2014
Skills
Finance, Information Systems, Project Management, Equity Research, Portfolio Management, Investments, Corporate Finance, Financial Modeling, Derivatives, Access, Data Analysis, Microsoft Excel, Valuation, Mutual Funds, Asset Management, Financial Analysis, Hedging, VBA
Education
Salisbury University 2009 — 2013
Bachelor, Finance, Information Systems
Transamerica January 2013 - Present
Transamerica December 2001 - December 2012
Education
Saint Leo University
Bachelor of Business Administration (B.B.A.)
University of Phoenix
Master of Science (M.S.), Computer Information Systems
Randstad Canada April 2006 - Present
Patheon 2004 - 2006
Transamerica 2002 - 2003
Beckers Milk Plant 1997 - 2002
Skills
Technical Recruiting, Talent Acquisition, Applicant Tracking..., Recruiting, Contract Recruitment, Sourcing, Temporary Staffing, Staffing Services, Internet Recruiting, Human Resources, Executive Search, Employee Relations, Temporary Placement, Interviews, Talent Management, Management, Performance Management, Training, Onboarding, Employee Benefits, Screening Resumes, Permanent Placement
Education
Seneca College of Applied Arts and Technology 1999 — 2002
Human Resources Management
Agincourt C.I. 1990 — 1995
Tax Products Group January 2004 - Present
Transamerica May 1998 - July 1999
Kaiser Permanente July 1997 - April 1998
FPA Medical Management, Inc. 1992 - 1997
Skills
Lotus Notes, Fraud, Access, Microsoft Excel, PowerPoint, Data Analysis, Training, Public Speaking, IRS problem resolution, IRS, Help Desk Support, Fraud Detection, Online Fraud, SQL, USA PATRIOT Act, Bank Secrecy Act, Compliance, Anti Money Laundering, Fraud Prevention, Fraud Investigations, Risk Analysis, Auditing, Servers, Databases, Management
Education
San Diego State University-California State University
Bachelor of Arts and Science, Economics and Liberal Studies
Madison High School
Collegium August 2013 - Present
Transamerica April 2013 - Present
Education
Santa Monica College 2012 — 2014
Business Administration and Management, General
Transamerica October 2012 - Present
Transamerica February 2011 - October 2012
AEGON Direct Marketing Services January 2008 - February 2011
AEGON Direct Marketing Services January 2007 - January 2008
AEGON Direct Marketing Services July 2005 - January 2007
Telestar Communications 2001 - 2005
RMH Teleservices 1997 - 2001
Inter-Media Marketing 1995 - 1997
Skills
Insurance, New Business Development, Customer Service, Underwriting, Process Improvement, Performance Management, Banking, Relationship Management, Account Management, Vendor Management, Risk Management, Financial Services, Life Insurance, Call Centers, Employee Benefits
Education
Shippensburg University of Pennsylvania
West Virginia University
Transamerica April 2013 - June 2014
AllianceBernstein September 2010 - January 2013
AllianceBernstein January 2003 - September 2010
AllianceBernstein January 2000 - December 2002
AllianceBernstein December 1998 - December 1999
AllianceBernstein April 1997 - November 1998
Oppenheimer & Co. June 1996 - April 1997
Skills
Market Evaluations, Goal Setting and..., Execute Company's..., Account Management and..., Team Development and..., Sales, Competitive Analysis, Entrepreneurship, Sales Operations, Alternative Investments, Mutual Funds, ETFs, Investments, Insurance, Finance, Investment Strategies, Asset Allocation, Series 7, Series 63, Series 24, Securities, Hedge Funds, Investment Advisory, Wealth Management, 401k, Investment Management, FINRA, Retirement Planning, Separately Managed...
Education
Rutgers University 1992 — 1996
Bachelor of Arts (B.A.)
Bank of America April 2014 - Present
Bank of America October 2012 - Present
Transamerica June 2012 - October 2012
Macy's September 2010 - June 2012
Kohl's Department Stores July 2008 - September 2010
Skills
Microsoft Office, Word, PowerPoint, Excel, Access, Outlook, OneNote, Microsoft Works, Visual Basic, Lotus Notes, PeopleSoft, Photoshop, Quicken, Foresight, Great Plains, PC, Mac, Computer Hardware, Data Entry, Customer Service, Customer Relations, Customer Satisfaction, Merchandising, Event Planning, Team Building, Teamwork, Employee Relations, Vendor Relations, Retail, Store Management, Driving Results, Interviews, Risk Management, Microsoft Word, Microsoft Excel, Human Resources
Education
San Jose State University 2001 — 2008
Business, Management Information Systems, Physics
Christian Brothers College-Preparatory High School 1997 — 2001
College-Prep Classes, Accelerated Classes, Honors Classes, Advanced-Placement
Hanleywood LLC December 1997 - Present
Transamerica August 1995 - November 1997
Phyllis Murray Consultants February 1993 - July 1995
Skills
Budgets, Social Media, B2B, Sales, Customer Service, Advertising, Direct Sales
Education
Shaw University 1972 — 1976
Bachelor's degree, Sociology
Union Bank June 2013 - Present
M-Squared Consulting, Inc. August 2011 - May 2013
Soltanco August 2008 - August 2011
Union Bank of California September 2006 - November 2008
Aames Capital Corporation / Aames Home Loan December 2001 - September 2006
Resources Global Professionals April 2001 - December 2001
Indymac Bank October 1999 - March 2001
Transamerica January 1996 - October 1999
GE Capital September 1996 - October 1996
Fidelity Federal Bank & Trust 1989 - September 1996
Skills
Financial Modeling, Analysis, Financial Analysis, Finance, Management, Project Management, Financial Services, Strategic Financial..., Banking, Strategic Planning, Leadership, Mergers, Benchmarking, CO-PA, Key Performance..., Essbase, Risk Management, Portfolio Management, Access, Appraisals, Investment Properties, Property Management, Operations Research, Process Improvement, Middle Market Lending, Cost Benefit, Microsoft Excel, Microsoft Project, Profitability Analysis, OLAP, Data Warehousing, Technology Platform..., Contract Negotiation, Vendor Management, Outsourcing, Disaster Recovery, Transfer Pricing, Due Diligence, Activity Based Costing, Capital Budgeting, Operating Budgets, Planning Budgeting &..., Fixed Asset Management, Organizational..., SOX Compliancy
Education
San Diego State University-California State University 1980 — 1983
MBA, Finance / Marketing
University of California, San Diego 1976 — 1980
BA, Cultural Anthropology / Economics
Sun City Financial August 2014 - Present
American Republic Insurance Services February 2013 - Present
Lion's HealthFirst November 2012 - Present
American Republic Insurance Services February 2013 - October 2014
American Republic Insurance February 2013 - October 2014
World Financial Group/ Transamerica Financial Advisors/ Aegon December 2012 - February 2013
Transamerica December 2011 - January 2013
Sephora, LVMH October 2004 - August 2012
Mid -West National - A HealthMarkets Company April 2005 - August 2008
Skills
Microsoft Excel, Microsoft Office, Outlook, Research, English, Budgets, HTML, Negotiation, Photoshop, Recruiting, Human Resources, Finance, Talent Acquisition, Personal Finance, Coaching, Team Building, Personal Budgeting, Marketing, Financial Analysis, Leadership, Training, Insurance, Strategy, Small Business, Social Media Marketing, Marketing Strategy, Sales, Management, New Business Development, Social Media, Sales Management, Social Networking, Fixed Annuities, Business Planning, Entrepreneurship, Time Management, Retirement Planning, Team Leadership, Strategic Financial..., Investments
Education
Saint Louis University (PH) 1980 — 1984
BSCommerce, Accounting and Finance
Saint Louis University (PH) 1980 — 1984
Bachelor of Science in Commerce, Accounting/ Banking and Finance, Graduated
Kaplan University
Insurance Law
morehead Insurance August 2011 - Present
Transamerica 2012 - 2014
Transamerica 2012 - 2014
Transamerica 2012 - 2014
Transamerica 2012 - 2014
Transamerica 2012 - 2014
Transamerica 2012 - 2014
Transamerica 2012 - 2014
Transamerica 2012 - 2014
Transamerica 2012 - 2014
Skills
Insurance, Health Insurance, Property & Casualty..., Umbrella Insurance, General Insurance, Term Life Insurance, Liability, Life Insurance, Commercial Insurance, Casualty, Disability Insurance, Motorcycle, Legal Liability, Whole Life, Homeowners, Retirement, Fixed Annuities, Universal Life, Long Term Care Insurance, IRAs, Critical Illness
Education
Sandhills Community College 2003 — 2005
Associate's degree, Automotive Engineering Technology/Technician
Resource Real Estate August 2014 - Present
Behringer Harvard May 2013 - Present
Fidelity Investments August 2012 - Present
Priority Capital Group/ Griffin Capital October 2009 - April 2012
Transamerica December 2007 - August 2009
AmREIT July 2004 - November 2007
Lincoln Financial Group July 2001 - June 2004
BNY Mellon 1993 - 2001
Skills
Series 7, Series 6, Alternative Investments, Mutual Funds, Asset Allocation, Series 63, Series 66, NJ Life Insurance ...
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts (B.A.), Communication, General
Transamerica March 2015 - Present
Transamerica February 2013 - March 2015
Transamerica March 2012 - January 2013
The University of Iowa August 2010 - May 2012
Skills
VBA, Actuarial Science, Financial Risk, Financial Modeling, Microsoft SQL Server, Data Analysis, Microsoft Excel, Access, MG-ALFA
Education
The University of Iowa 2010 — 2012
Master of Science (M.S.), Actuarial Science
Singapore Management University 2009 — 2010
Master of Science (M.Sc.) in Finance, Applied Finance
Xiamen University 2005 — 2009
Bachelor of Arts (B.A.), Finance, General
Audi of America April 2015 - Present
Verizon Wireless August 2014 - March 2015
American General Life and Accident December 2009 - June 2014
Transamerica April 2006 - November 2009
Skills
Leadership, Recruiting, Training, Wealth Accumulation, Retirement, Whole Life, Guaranteed Lifetime..., Sales, Disability Insurance, Insurance, Fixed Annuities, Life Insurance, Term Life Insurance
Education
Saginaw Valley State University
Transamerica November 2014 - Present
B.E.S.T. Physical Therapy February 2013 - January 2015
Omega Sports Rehabilitation Inc February 2012 - May 2012
Timpany Center February 2012 - May 2012
San Jose State University October 2006 - April 2012
Stanford Terrace Inn July 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Physical Therapy, Sales, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Rehabilitation, Data Entry, Pain Management
Education
San Jose State University 2006 — 2012
Bachelor of Science (B.S.), Kinesiology
San Jose State University
B.S, Kinesiology
Transamerica September 2014 - Present
American General Life Companies is now part of the AIG Family! April 2010 - October 2013
aig March 2010 - February 2011
Skills
Life Insurance, Fixed Annuities, Finance, Insurance, Retirement Planning, Retirement, Investments, Disability Insurance, Term Life Insurance, Long-term Care
Education
Seneca College of Applied Arts and Technology 2002 — 2005
Accounting and Finance
Sheth cn vidyalaya 1980 — 1995
Accounting, Business Administration and Management, General
NBT Bank December 2014 - Present
Oneida Wealth Management January 2014 - December 2014
Ameritas 2012 - 2013
Transamerica 2006 - 2012
Great-West Financial 2004 - 2006
Skills
Retirement, 401k, Mutual Funds, Pensions, Series 63, Investments, Investment Advisory, Series 6, Series 7
Education
Siena College 1983 — 1987
Bachelor of Science (B.S.), marketing/finance
Zenith Insurance Company (United States) Senior Underwriter, Workers CompensationAmTrust North AmericaApril 2013 - June 2015
Sequoia Insurance March 2010 - April 2013
Republic Indemnity March 1990 - February 2010
Transamerica 1988 - 1990
Fremont Insurance Company 1985 - 1988
Skills
Casualty, Property & Casualty..., Commercial Lines, Insurance, Commercial Insurance, Umbrella Insurance, General Insurance, Employment Practices..., Professional Liability, Risk Management, Workers Compensation, Brokers, Claim, Liability, Casualty Insurance, Underwriting
Education
San Diego State University-California State University
Bachelor of Science, Financial Services
Orange Coast Junior College
Mater Dei Class of 1981
AstraZeneca August 2013 - Present
AstraZeneca December 2001 - August 2013
Broadwing Communications 2001 - 2001
WorldCom 2000 - 2001
Transamerica 1995 - 1997
Skills
Cardiology, Pharmaceutical Sales, Cath Lab, Interventional..., Sales&Marketing, Selling, Selling Skills, Sales Force Development, Managed Care, Sales Effectiveness, Hospital Sales, Sales, Sales Operations, Training
Education
Salisbury State University 1991 — 1994
Liberal Studies, Business Administration, Philosophy
Barracuda (NYSE: CUDA) August 2014 - Present
Transamerica April 2014 - Present
ViSalus June 2012 - Present
Farmers Insurance April 2012 - June 2013
ATT February 2004 - March 2012
ATT February 2004 - March 2012
Macy's May 2001 - January 2004
Skills
Sales, Management, Marketing Strategy, Sales Management, Customer Service, Customer Retention, Account Management, Cold Calling, Direct Sales, Customer Satisfaction, Negotiation, Sales Operations, Team Building, Salesforce.com, New Business Development
Education
San Jose State University 1998 — 2004
Santa Teresa High School 1997 — 1998
High School Diploma
Transamerica June 2015 - Present
Transamerica August 2013 - June 2015
Rovi April 2012 - December 2012
Rovi September 2009 - December 2012
Rovi September 2010 - April 2012
Rovi January 2009 - September 2010
Macrovision January 2008 - December 2008
TV Guide January 2005 - December 2007
Gemstar-TV Guide January 2004 - December 2004
Gemstar-TV Guide November 1999 - December 2003
Skills
Cross-functional Team..., Program Management, Process Improvement, Business Process..., Leadership, Management, Project Management, Change Management, Performance Management, Training, Integration, Workshop Facilitation, Team Leadership, Content Management, Internal Communications, Strategy, Team Management, Business Development, Team Building, Organizational Culture, Operations Management, New Media, Consumer Electronics, Quality Assurance, Business Process, PMO, Organizational..., Project Portfolio..., Curriculum Development, Performance Improvement, KPI Dashboards, Innovation Management, Innovation Development, Lean Startup
Education
Saint Joseph's University
BA, Politics
Academy of Notre Dame
1st American Pension Services June 2013 - Present
Aflac January 2012 - Present
Aflac January 2012 - Present
Transamerica November 2009 - January 2011
Department of Veterans Affairs June 2007 - November 2009
Skills
Sales Management, Consulting, Life Insurance, Disability Insurance, Claim, Product Training, Recruitment Training, Insurance, Management, Sales Presentations, Client Presentation, Presentations, Public Speaking, Direct Sales, Sales Promotion, Sales Plan, Customer Service, Customer Support, Local Marketing, Healthcare Management, Mental Health, Customer Satisfaction, Team Building, Program Management, Retirement Plan..., Financial Analysis, IRAs, Roth IRA, 403 b, Fixed Annuities, Variable Annuities, Indexed Annuities, Long Term Care Insurance, Retirement Planning, Term Life Insurance
Education
University of the Incarnate Word 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Psychology
San Antonio College 2000 — 2003
Associate of Arts (A.A.), Business Administration and Management, General
OneAmerica Financial Partners Inc. December 2013 - Present
Transamerica August 2009 - December 2013
Great West Retirement Service August 2005 - December 2008
Great West Retirement Services July 2002 - August 2005
ING Annuities 1998 - 2000
Skills
Business Relationship..., Retirement Planning, Retirement Plan..., Qualified Retirement..., Relationship Management, Investments, Defined Benefit, Defined Contribution, Non-Qualified Deferred..., 457 Plans, 403 b, Management, Key Account..., Key Account..., Series 63, Series 6, Life & Health Insurance..., CRPC, Asset Allocation, Retirement, IRAs, FINRA, Employee Benefits, Mutual Funds, 401k, Financial Advisory
Education
Port Chester High School
Saint Joseph's University
B.S.
WORKSMART Corp. December 2012 - Present
Transamerica September 2000 - January 2004
Comdisco May 1997 - September 2000
Skills
Financial Analysis, Portfolio Management, Risk Management, Investments, Financial Modeling, Finance, Financial Reporting, Accounting, Cash Management, Cash Flow, Strategic Financial..., Corporate Finance, Internal Controls, Financial Planning, Teaching, Teamwork, Team Leadership, Events Organisation, Training, Management, Communication, Team Building
Education
Saint Xavier University 1993 — 1997
Bachelor of Science (B.S.), Accounting and Finance
Transamerica October 2014 - Present
Aphrodite's Events February 1999 - Present
Skills
Event Planning, Corporate Events, Event Management, Customer Service, Meeting Planning, Marketing, Social Media Marketing, Management, Social Networking, Hospitality, Trade Shows, Sales, Social Media, Public Speaking, Leadership, Marketing Strategy, Parties, Public Relations, Team Building, Creative Direction, Wedding Planning, Volunteer Management, Receptions, Fundraising, Project Planning, Catering, Fundraisers, Weddings, Nonprofits, Galas, Marketing Communications, Private Events, Budgets, Training
Education
San Jose State University 2000 — 2002
BA, Religious Studies
Defense Language Institute 1997 — 1999
Language, Farsi
University of Judaism 1994 — 1995
Acalanes High School 1988 — 1992
general, General
Transamerica Life Canada January 2013 - Present
Transamerica Life Canada May 2005 - January 2013
Transamerica May 2005 - December 2009
ONE Financial May 2004 - May 2005
First Associates October 1999 - November 2003
BMO Nesbitt Burns 1994 - 1999
Canada Life August 1992 - November 1993
Skills
Financial Services, Insurance, Investments, Wealth Management, Marketing Strategy, Mutual Funds, Strategic Planning, Marketing Communications, Product Marketing, Retirement, Marketing, Risk Management, Investment Strategies, Term Life Insurance, Life Insurance, Project Management, Strategy, Leadership
Education
Sheridan College 2013 — 2014
Project Management Certificate
Sheridan College 2005 — 2007
Marketing Certificate, Marketing courses
York University 1988 — 1990
BA, Math for Commerce
York University 1987 — 1990
Bachelor of Arts, Math for Commerce
Transamerica 2013 - 2014
San Mateo County 2000 - 2014
Franklin Templeton Investments 1998 - 2000
Wells Fargo 1991 - 1998
Education
San Francisco State University
Grant Thornton LLP June 2015 - Present
Beverly Heritage Hotel September 2013 - Present
RAYNE PLUMBING & SEWER SERVICES February 2014 - February 2015
Transamerica August 2013 - May 2014
walmart July 2013 - November 2013
Primerica September 2012 - August 2013
Skills
Mathematics, Finance, Tax, Life Insurance, Accounting, IRAs, Investments, QuickBooks, Leadership, Financial Analysis, Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, PowerPoint
Education
San Jose State University 2012 — 2016
Accounting
Silver Creek High School 2008 — 2012
San Jose Sikh Khalsa School
Rothenberger Insurance Services LLC July 2013 - Present
Jam On Sound Productions January 2011 - Present
Transamerica 2009 - 2012
First Financial Group November 2008 - August 2009
Skills
Life & Health Insurance..., Customer Service, Financial Analysis, Business Analysis, Process Improvement, Analysis, Property & Casualty..., Health Insurance, Life Insurance, Liability, Umbrella Insurance, Commercial Insurance, Homeowners, Legal Liability, Workers Compensation, Professional Liability, Insurance, Motorcycle, Strategic Financial..., Fixed Annuities, Term Life Insurance, Disability Insurance, Long-term Care, Renters, Financial Planning
Education
Saginaw Valley State University 2001 — 2006
Bachelor of Business Administration (BBA), Finance
Wilson High School West Lawn 1998 — 2001
GE Capital August 2008 - October 2008
Citigroup May 2005 - July 2008
Transamerica May 1999 - March 2004
GE Commercial Finance 2004 - 2004
Charter Financial now Wells Fargo Equipment Finance 1994 - 1999
Concord Leasing, Inc. part of HSBC 1983 - 1994
Pitney Bowes Credit Corporation 1981 - 1983
Skills
Credit, Negotiation, Portfolio Management, Loans, Credit Analysis, Banking, Risk Management, Commercial Lending, Credit Risk, Financial Analysis, Commercial Banking, Underwriting, Financial Risk, Capital Markets, Finance, Management, Financial Services, Structured Finance, Corporate Finance, Relationship Management, Financial Modeling, Operational Risk, Leadership, Mortgage Lending, Asset Management, Investments, Loan Origination
Education
Henry Snyder High School, Jersey City, NJ
College Preparatory
Sacred Heart University
Bachelor of Science, Business Administration
Copart June 2014 - Present
Robert Half International August 2013 - May 2014
The Men's Wearhouse, Inc March 2012 - July 2013
Transamerica 2010 - May 2012
Copart February 2005 - March 2011
Cabela's 2003 - 2004
Pacific Telecommunications 2002 - 2003
Genesis Communications 1996 - 2002
Dixieline Lumber Co 1992 - 1996
United States Marine Corps October 1985 - October 1991
Skills
SDLC, SQL, ERP, Access, DB2, Visio, IBM iSeries, RPG, Business Analysis, Database Design, Windows, Program Management, HTML, Software Development, JavaScript, Analysis, XML, Project Management, Software Documentation, Integration, Testing, Systems Analysis, IT Management, Web Applications, Java, Oracle, Agile Methodologies, Quality Assurance, Requirements Analysis, Training, Databases, Software Project..., Scrum, SaaS, Business Intelligence, SharePoint, Unix, Troubleshooting, Project Planning, Requirements Gathering, System Administration, MS Project, Disaster Recovery, Data Warehousing, Team Leadership, Vendor Management, Microsoft SQL Server, Security, Process Improvement, Web Development
Education
San Diego State University-California State University 1990 — 1993
Bachelors, Computer Information Science
Notre Dame High School 1981 — 1985
High School
First Associates Loan Servicing, LLC December 2014 - Present
Plaza Home Mortgage October 2012 - December 2014
Nero AG June 2011 - October 2012
Transamerica July 2007 - April 2010
Indymac Bank 2002 - 2007
Kaiser Electro Optics, A Rockwell Collins Company February 2001 - September 2002
Skills
Marketing Communications, Trade Shows, Advertising, Copywriting, Market Research, Marketing Strategy, Social Media, Event Management, Brand Management, B2B Marketing, Public Relations, Customer Service, CRM, Marketing Management, B2B, Sales Operations, Strategic Planning, Sales, Product Marketing, Management, Product Development, Sales Management, Marketing, Training, Email Marketing, Budgets, Direct Mail, Lead Generation, Online Marketing, Social Media Marketing, Strategy, Brand Awareness
Education
Rutgers University-New Brunswick
B.A., Sociology, Business
Transamerica June 2013 - Present
Merrill Lynch May 2007 - June 2013
Merrill Lynch May 2003 - May 2007
Merrill Lynch January 2002 - May 2003
Merrill Lynch April 2000 - January 2002
Summit Equities 1999 - 2000
Travelers 1998 - 1999
Skills
Series 7, 401k, CRPS, CRPC, Retirement Planning, Retirement, Fixed Annuities, Profit Sharing, Investments, ERISA, Series 63, Series 65, Investment Advisory, Wealth Management, IRAs, Estate Planning
Education
Fairleigh Dickinson University – Madison 2001 — 2005
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1998
BS, Criminal Justice
Transamerica September 2014 - Present
Crawford Advisors, LLC January 2014 - September 2014
Andrew Sundell, REALTOR February 2010 - February 2014
Bridgeton Board of Education February 2010 - January 2013
Boxwood Landscaping, LLC March 2010 - December 2011
Skills
Real Estate, Landscaping, Mathematics, Leadership, Instructional Design, Data Analysis, Analysis, Budgets
Education
Rutgers, The State University of New Jersey-Camden 2003 — 2007
BA, Mathematics, 3.6 within Math Major
Premier Recruiting Solutions January 2010 - Present
Peerless Promotions November 2007 - Present
LandAmerica Commonwealth 2000 - 2002
Transamerica 1997 - 2002
Sal-Lee Decor & Promotions August 1990 - August 1996
Education
San Antonio College 1985 — 1989
BA, Marketing
One Trust Home Loans March 2014 - Present
BluFi Lending now Freedom Mortgage July 2012 - March 2014
Citibank May 2011 - July 2012
Magnifund Group July 2008 - May 2011
Countrywide Home Loans April 2006 - July 2008
Center Capital Funding April 1996 - July 2006
Transamerica 1989 - 1996
Skills
Mortgage Banking, FHA, Refinance, Mortgage Lending, Loan Origination, Loans, Sales Management, Marketing, Strategic Planning, New Business Development, Business Development, Sales
Education
San Diego State University-California State University 1983 — 1988
BA, Public Administration
Transamerica July 2008 - Present
Transamerica August 2000 - July 2008
National Health Agency Associates May 1989 - August 2000
Skills
Process Improvement, Software Documentation, Business Analysis, Insurance, Access
Education
Saint Peter's University 1987 — 1989
New Amsterdam Multilateral High School 1979 — 1984
St. Petersburg College
Bauer's Intelligent Transportation December 2004 - Present
The Barlow Company January 1997 - May 2004
Transamerica 1985 - 1996
Skills
Event Management, Process Scheduler, Administrative..., Customer Service, Outlook, Management, Leadership, Event Planning, Travel Arrangements, Social Media Marketing, Sales Operations, Transportation, Sales, Time Management, Administration, Calendaring, Team Building
Education
Ursuline High School 1977 — 1978
Santa Rosa Junior College
A.A.
California Department of Business Oversight, Division of Financial Institutions September 2000 - Present
Transamerica June 1999 - September 2000
Skills
Financial Analysis, Government, Management, Accounting, Auditing, Analysis, Policy, Risk Management, Budgets, Economics, Banking, Financial Risk, Financial Reporting
Education
San Francisco State University 1998 — 1999
Bachelor of Science, Finance - Accounting
Access Direct Insurance June 1999 - Present
Transamerica June 1999 - February 2003
Skills
Health Insurance, Customer Service, Insurance, Life Insurance, Underwriting, Time Management, Disability Insurance, Investments, Small Business, Retirement Planning, Entrepreneurship, Program Management, Fixed Annuities, Strategic Financial..., Budgets
Education
Santa Monica College 1989 — 1991
AA, Business
Dignity Memorial Funeral Homes April 2010 - Present
Service Corporation International April 2010 - Present
Transamerica January 2013 - November 2013
Mossy Corporate 1996 - 2006
Ford Motor Company September 1985 - August 1996
Skills
PowerPoint, Microsoft Office, Customer Service, Coaching, Marketing, Insurance, Team Building, Customer Satisfaction, Sales, Training, Time Management, Outlook, Microsoft Excel, Management, Recruiting, Strategic Planning, Budgets, Editing, Team Leadership, Public Speaking, Event Planning, Leadership, Sales Management, Fundraising, Account Management, Leadership Development, Sales Operations, Nonprofits, Program Management, Employee Training, Inventory Management, Cold Calling, Community Outreach, Selling, New Business Development, Staff Development, Event Management, Financial Analysis, Healthcare, Project Management, Marketing Strategy, Photoshop, Small Business
Education
San Diego State University-California State University 2008 — 2011
University of San Francisco 1983 — 1985
Master of Business Administration (MBA), Finance and Financial Management Services
University of California, Berkeley 1978 — 1982
Bachelor of Arts (B.A.), Psychology
Mercy High
Initech April 2014 - Present
TEDxUCIrvine 2014 - Present
Transamerica December 2013 - April 2014
Saddleback College August 2012 - December 2013
Golden Farms December 2012 - June 2013
Warwar Academy August 2012 - February 2013
Starbucks August 2011 - August 2012
Vector Marketing March 2011 - August 2011
Skills
Data Analysis, Teamwork, Leadership, Microsoft Office, PowerPoint, Research, Customer Service, Engineering, Matlab, Entrepreneurship, Microsoft Word, Team Leadership, Microsoft Excel, Public Speaking, Teaching, Tutoring, Chemistry, Higher Education, Management, Physics, Public Relations, Statistics, Marketing, Photoshop, Solidworks, Product Development, Sales, Event Management, Experimentation, Management Consulting, Mathematical Modeling, Social Media, Analysis, English, Project Management, Event Planning, Social Networking, Fundraising, Science, Strategic Planning, Start-ups, Consulting, Python, Programming, Visual Basic, HPLC, HTML 5, CSS Javascript
Education
University of California, Irvine 2013 — 2016
Bachelor of Science (BS), Chemical Engineering
Saddleback College 2011 — 2013
Associate of Arts (A.A.), Economics
Laguna Hills High School 2010 — 2011
High School Diploma, General Education, General Education
Transamerica June 2009 - Present
Retirement Specialist September 2008 - Present
Skills
Investments, Retirement, Retirement Planning, Strategic Financial..., Wealth Management, Financial Services, Financial Planning, Leadership, Sales, Series 63
Education
San Jose State University
BA, Marketing
Transamerica May 2015 - Present
Integrity First Automotive February 2013 - April 2015
Intermountain Healthcare August 2012 - February 2013
International Language Program January 2012 - June 2012
MediConnect December 2010 - January 2012
Verizon Wireless March 2007 - May 2010
Intermountain Healthcare August 2006 - March 2007
Education
Salt Lake Community College 2007 — 2013
Associate's Degree, General Studies, 3.7 GPA
Bingham HIgh 2004 — 2006
Transamerica May 2014 - Present
Wallace-Kettering Neuroscience Institute August 2012 - August 2013
Wright State University School of Professional Psychology September 2007 - August 2013
JXT Applications, Inc. June 2011 - July 2013
Wright State University September 2009 - May 2012
Wright State University School of Professional Psychology January 2009 - May 2012
Miami Valley Hospital HIRE Program September 2009 - September 2010
Ellis Human Development Institute, PATH Program September 2008 - September 2009
Skills
Psychology, Clinical Psychology, Psychotherapy, Clinical Research, Neuropsychological..., Neuropsychology, Therapists, Interventions, Statistics, Family Therapy, Teaching, Cognition, Data Analysis, Mental Health, Professional Writing, Public Speaking, Neuropsychological..., Alzheimer's disease, SPSS, Psychological Assessment, Neuroscience, Psychopharmacology, Traumatic Brain Injury, Health Psychology, Behavioral Health, Cognitive Psychology, Cognitive Neuroscience, Experimental Design, Qualitative Research, Research Design, User Experience, User Experience Testing, User-centered Design, Alzheimer's Disease
Education
Wright State University School of Professional Psychology 2007 — 2013
Psy.D., Clinical Psychology
Wright State University, School of Professional Psychology 2010 — 2010
Psy.M., Clinical Psychology
Simon Fraser University 2004 — 2007
Bachelor of Arts (First Class Honors/Magna Cum-Laude), Psychology
World System Builder August 2015 - Present
Transamerica December 2013 - August 2015
Educational Testing Service (ETS) September 2013 - August 2015
Zazzle October 2013 - December 2013
Starbucks July 2010 - October 2013
Sacred Heart Community Service September 2012 - November 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Multitasking Skills, Highly detail oriented, Customer Service, Time Management, Telephone Skills, Management, Outlook, Event Planning, Public Speaking, Research, Teamwork, Social Networking, Leadership, Social Media
Education
San Jose State University 2008 — 2014
Bachelor's of Science, Finance
Transamerica January 2014 - Present
The REMM Group April 2013 - May 2014
United States Marine Corps March 2009 - July 2012
Skills
Customer Service, Investments, Leadership, Finance, Sales, Insurance, Financial Analysis, Management, Risk Management, Financial Services, Portfolio Management, Team Building, Financial Planning, Social Media
Education
Santiago Canyon College 2013 — 2016
Associate's degree, Physics
Transamerica February 2010 - Present
World Financial Group February 2010 - Present
Real Estate Broker January 2005 - Present
Skills
Employee Relations, Recruiting, Human Resources, Applicant Tracking..., Onboarding, Talent Acquisition, Succession Planning, Deferred Compensation, Employee Benefits, Marketing, Real Estate, Investments, Retirement, Strategic Planning, Sales
Education
San Jose State University 1997 — 2011
Bachelor of Arts (BA)
Transamerica January 2015 - Present
Aegon July 1998 - January 2015
Siemens Information Systems Ltd September 1991 - June 1998
Skills
PL/SQL, Software Project..., SQL, Insurance, Programming, SDLC, XML, Application Development, Business Analysis, Requirements Analysis, HTML, ETL, Unix, Requirements Gathering, Visual Basic, Business Intelligence, Access, Integration, Databases, Data Warehousing, Software Development, Team Leadership, Application Design, Crystal Reports, AIX, IT Management, Enterprise Architecture, SOA, Business Requirements, Agile Methodologies
Education
Rowan University 1988 — 1991
BS, MIS
US Bank April 2015 - Present
Us Bank September 2013 - April 2015
Fifth Third Bank April 2011 - September 2013
Transamerica January 2010 - May 2011
civic development group LLC May 2004 - January 2010
Skills
Financial Services, Series 6, Series 63, Insurance, Sales Management, Sales, Customer Service, Finance, Mortgage Lending, Investments, Management, Banking, Loans, Consumer Lending, Retail Banking, Cross Selling, Relationship Management, Small Business Lending, Refinance, Loan Origination, Commercial Banking
Education
Shawnee State University
Asurea August 2015 - Present
Transamerica January 2014 - August 2015
World Financial Group (WFG) January 2014 - August 2015
Skills
Sales, Sales Operations, Insurance, Financial Services, Investments, Life Insurance, Finance, Retirement Planning, Management
Education
Santa Monica College 2012 — 2014
Associate of Arts (AA), Economics, A
Transamerica January 2010 - Present
Brown and Williamson Tobacco Corp. January 1980 - September 2002
Skills
Retirement Planning, Retirement, Team Building, Financial Services, Long-term Care, Insurance, Disability Insurance, Health Insurance, Whole Life, Estate Planning, Customer Service, Fixed Annuities, Sales, Life Insurance, Sales Management, Term Life Insurance, Financial Planning, Investments, Underwriting, 401k, Employee Benefits, General Insurance
Education
Roosevelt University 1984 — 1986
Master of Business Administration (MBA)
Western Illinois University 1973 — 1977
Bachelor of Arts (B.A.), Political Science and Government
Homecare California, Inc June 2014 - Present
Transamerica November 2013 - June 2014
Bank of America August 2007 - July 2013
OFF 5TH SAKS December 2004 - January 2007
Skills
Marketing, Microsoft Excel, Sales, Customer Service, Microsoft Office, Leadership, Microsoft Word, Public Speaking, Event Planning, Investments, Banking, Financial Services, Health Insurance, Merchandising, Long Term Care Insurance, Credit Cards, IRAs, Insurance, Outlook, Customer Satisfaction, Call Centers, Training, Management, Healthcare, Team Building, Time Management, Social Media, Recruiting, Social Networking, Research, Coaching, Program Management, Teaching, Teamwork, PowerPoint
Education
San Jose State University 2010 — 2012
Bachelor's degree, Health Science minor Biological Science, 3.5
HackerRank August 2015 - Present
Caster Properties December 2010 - August 2015
Transamerica June 2013 - April 2014
Transamerica October 2012 - May 2013
Green & Jespersen CPA's December 2008 - December 2010
Victoria's Secret July 2007 - September 2010
Green & Jespersen CPA's March 2008 - November 2008
USDA January 2005 - December 2005
Skills
Life Insurance, Retirement Planning, Marketing, Long-term Care, Management, CRM, Small Business, Financial Services, Commercial Real Estate, Retail Category..., Financial Education, Employee Training, Market Research, Data Analysis, Negotiation, Inventory Management, Budget Management, Sales Promotion, Internal Audit, Marketing Communications, Delinquency Management, Office Management
Education
San Jose State University 2012 — 2014
Bachelor of Science (BS), Business Administration in General Business
San Jose State University
Bachelor's of Science, Business Administration and Management, General
Transamerica August 2013 - Present
World Financial Group, Calgary (WFG) August 2013 - Present
Skills
Business Strategy, Investments, Estate Planning, Qualified Retirement...
Education
Campus Magnet High School 2003 — 2016
Saint Leo University 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Homeland Security
Colonial Life August 2015 - Present
Transamerica May 2013 - Present
Cenco Insurance Marketing Corp. November 2013 - Present
Life and Annuity Masters December 2012 - March 2013
IntelliQuote August 2012 - December 2012
Independent Life & Health Insurance Professional January 2007 - September 2012
ASUREA June 2010 - October 2010
Legacy Marketing Group September 2008 - April 2010
Government Personnel Benefits September 2007 - April 2010
Skills
Life Insurance, Retirement, Fixed Annuities, Insurance, Employee Benefits, Term Life Insurance, Asset Protection, Health Insurance, Disability Insurance, Roth IRA, Long-term Care, Universal Life, Retirement Planning, Medicare, IRAs, Whole Life, 401k, Financial Planners, Underwriting, Critical Illness, Health Savings Accounts, Variable Annuities, Accident, Long Term Care Insurance, Umbrella Insurance, Property & Casualty..., Brokers, Life & Health Insurance..., Series 6, General Insurance, Homeowners, Sales, Workers Compensation, Commercial Insurance, Agents, Small Business, Selling, Financial Planning
Education
San Francisco State University 1995 — 1999
Bachelor of Science, Hospitality Management
Gilroy High School 1989 — 1993
Transamerica March 2013 - Present
Home Chef Supplies January 2005 - December 2007
Consumer Health Interactive January 1999 - January 2005
FPA Medical Group January 1997 - January 1998
Birth and Babies January 1996 - January 1997
Fen's Ende Software January 1995 - January 1997
self January 1994 - December 1996
Kaiser Permanente Milpitas January 1992 - January 1993
Stanford University Health Services Research January 1990 - December 1990
UCSF Health Psychology Dept. June 1986 - August 1988
Skills
Childbirth, Healthcare, Research, Social Media, Grant Writing, Babies, Teaching, Advertising, Management, Public Speaking, Editing, Microsoft Office, Event Planning
Education
San Jose State University
Master of Public Health, Health Education Specialty
University of California, Berkeley 1986 — 1988
Bachelor's Degree, Psychology
berkeley high
berkeley high
Transamerica July 2013 - Present
U.S. Department of Labor September 2008 - July 2013
Crunch Fitness May 2007 - September 2008
Aaron's, Inc May 2006 - May 2007
US Army August 2004 - February 2006
Education
San Francisco State University 2002 — 2004
Bachelor of Arts (B.A.)
Navarro College 1999 — 2001
Associate's degree
Liberty Mutual Insurance May 2013 - Present
Liberty Mutual Insurance April 2008 - May 2013
Peerless Insurance November 2001 - April 2008
CGU Insurance May 1999 - November 2001
General Accident May 1996 - May 1999
Unamark/Wycon Corporation February 1995 - May 1996
TIG Insurance February 1994 - November 1994
Transamerica October 1991 - February 1994
Transamerica July 1990 - October 1991
The Hanover Insurance Group July 1984 - July 1990
Skills
Underwriting, Inland Marine, Property & Casualty..., Commercial Insurance, Insurance, General Insurance, Casualty Insurance, Liability, Workers Compensation, Legal Liability, Professional Liability, Umbrella Insurance
Education
Seton Hall University
Bachelor of Arts (B.A.), Business Management, European History, Graduated Magna Cum Laude
Blizzard Entertainment March 2015 - Present
Bridgepoint Education April 2013 - January 2015
Scantron November 2009 - April 2013
mmolecule, Inc. March 2005 - September 2010
DefenseWeb Technologies, Inc. March 2008 - November 2009
College Loan Corporation April 2002 - May 2007
The BigFNI March 1999 - December 2001
Transamerica April 1997 - February 1999
Toyota USA February 1996 - March 1997
Skills
Agile Methodologies, User Experience, Management, Usability, Enterprise Software, Web Design, HTML, Leadership, Information Architecture, CSS, HTML5, Photoshop, Mobile Applications, Product Management, Illustrator, iOS Development, JavaScript, jQuery, C#, Flash Animation, AJAX, XML, Axure RP, Mobile Devices, Visual Studio, AngularJS, jQuery UI, jQuery Mobile, ASP.NET MVC, VB.NET, XSLT, XSL, Flash, Adobe Acrobat, Adobe Fireworks, IIS, Microsoft Office, BMC Remedy, Vignette, Ektron, Content Management, Dreamweaver, SEO, Google Webmaster Tools, Google Apps, Android Development, Google Analytics, Google Adwords, Strategic Planning, Product Development
Education
Sierra College 1994 — 1996
Administration of Justice
GE Capital 2011 - Present
GE Capital January 2004 - March 2011
Transamerica December 1999 - January 2004
Transamerica December 1997 - November 1999
Transamerica March 1994 - December 1997
Skills
Credit, Management, Leadership, Financial Modeling, Finance, Portfolio Management, CRM, Vendor Management, Loans, Negotiation, Strategy, Project Management, Risk Management, Community Outreach, Leading Diverse Teams, Affinity Groups, Program Management, Financial Risk, Account Management, Underwriting, Banking, Relationship Management
Education
Roosevelt University 2009 — 2010
Bachelor, Professional Studies/Finance
Blue Shield of California June 2013 - Present
Blue Shield of California 2007 - 2012
Blue Cross of California 1990 - 2007
Provident Insurance 1988 - 1990
Transamerica 1985 - 1988
Prudential Insurance 1982 - 1985
Skills
Sales Leadership, General Management, Product Innovations, Consultative Coaching..., Strategic Leadership..., Channel Relationships, Sales Compensation..., Strength Based..., Wellness Planning and..., Sales Management, Sales Operations, Product Innovation, Leadership, Training, Sales, Insurance, Sales Process, Healthcare, Employee Benefits, Management, Health Insurance, Coaching, Managed Care, Medicare, Health Savings Accounts, Brokers, Customer Retention, Marketing
Education
San Diego State University-California State University
Bachelor of Arts (B.A.), Businees Management / Marketing
MS Relocation Services June 2014 - Present
Service or Manufacturing Business September 2012 - Present
GE January 2004 - September 2012
Transamerica 1997 - 2004
Amana Appliances 1993 - 1997
Amana Appliances 1993 - 1995
Johnson & Johnson 1990 - 1993
Johnson & Johnson 1988 - 1990
Johnson & Johnson 1977 - 1986
Skills
Project Management, Trade Finance, Customer Retention, Credit, Finance, Loans, CRM, Financial Analysis, Risk Management, Financial Modeling, Pricing, Six Sigma, Cross-functional Team..., Executive Management, Forecasting, Process Improvement, Corporate Finance, Competitive Analysis, Organizational Design, Strategic Negotiations, Business Development, Customer Experience..., Leadership, Matrix Management, Change Management, Strategy, Management Consulting, Program Management, P&L Management, Strategic Planning, Business Analysis, Negotiation, Sales, Portfolio Management, Mergers & Acquisitions, Acquisition Integration, Project Planning, Financial Services
Education
Prosci Change Management 2014 — 2014
Change Management Certification
Rutgers, The State University of New Jersey-New Brunswick 1977 — 1982
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1973 — 1977
BS, Management
JL Home Realty November 2009 - Present
Home Mortgage Experts January 2009 - Present
BluFi Lending August 2012 - September 2012
HMC Funding November 1998 - December 2008
Transamerica 1986 - 1998
Skills
IT Management, Operations Management, Project Management, Microsoft Excel, Finance, Project Planning, Social Media Marketing, Employee Relations, Recruiting, Microsoft Word, Business Analysis
Education
San Diego State University-California State University
Bachelor's degree, Business/Marketing
Transamerica June 2013 - Present
VerticalResponse May 2010 - June 2013
iProspect May 2009 - May 2010
iProspect June 2008 - May 2010
The Radicati Group February 2007 - May 2008
Skills
Google Adwords, Google Analytics, SEM, PPC, Web Analytics, SEO, Web Marketing, Microsoft Technologies, MSN AdCenter, Omniture, Search Advertising, Yahoo Search Marketing, Analytics, Landing Page..., Digital Marketing, Email Marketing, Online Marketing, Online Advertising, Marketing, Keyword Research, A/B testing
Education
San Francisco State University, College of Business
Bachelor, Decision Science
Air New Zealand June 2015 - Present
Cushman & Wakefield October 2014 - June 2015
Transamerica August 2010 - September 2014
Apple Inc. May 2009 - August 2010
Disney Consumer Products February 2008 - April 2009
L'Oreal March 2003 - January 2008
General Electric May 2002 - August 2002
ComicsOne.com (now www.drmasterpublications.com) 2000 - 2001
Knowledge Impact 1999 - 2000
Golfclubtrader.com 1998 - 1999
Skills
Fluent Japanese, Intermediate French, Japanese, French, Succession Planning, Employee Relations, Talent Management, Talent Acquisition, Onboarding, Employee Engagement, Applicant Tracking..., Change Management, Personnel Management, Training, Employee Training, Coaching, Retail, Time Management, Conflict Resolution, Employment Law, Strategy
Education
Rutgers University-New Brunswick
Master of Science (M.S.), Human Resources Management
University of Southern California
BA, International/Global Studies
Bellarmine Prep., San Jose, CA
High School
The Harker School
T-Mobile May 2014 - Present
Big Brothers Big Sisters of Pinellas County July 2013 - December 2013
CBIZ Kirkland, Russ, Murphy & Tapp January 2013 - April 2013
Transamerica June 2012 - October 2012
Michael Guarino July 2010 - November 2010
Brookstone October 2009 - January 2010
Pond Path Farmstand May 2006 - October 2009
Skills
Microsoft Excel, Microsoft Word, Confluence, Accounting, QuickBooks, Access
Education
University of Tampa 2010 — 2012
Bachelor of Applied Science (B.A.Sc.), Accounting, Senior
Suffolk Community College 2009 — 2010
Bachelor of Science, Accounting
Sacred Heart University 2008 — 2009
Bachelor of Science in Accounting, Accounting
University of South Florida
Transamerica March 2014 - Present
Transamerica March 2012 - February 2014
Transamerica October 2007 - March 2012
Transamerica November 2003 - September 2007
Ascension Capital Group November 2002 - November 2003
Skills
Insurance, Compliance, Research, Litigation, Analysis, Policy, Project Management, Health Insurance, Leadership, Mediation, Outlook, Access, Vendor Management, Process Improvement, Public Policy, Employee Relations, Nonprofits, Claim, Management, Securities, Legal Writing, Budgets, Negotiation, Training, Visio, Change Management, Editing, Microsoft Excel, Healthcare, Legal Research, Coaching, Strategic Planning, Public Speaking, Strategy, Employee Benefits, PowerPoint, Human Resources, Government, Team Building, Policy Analysis, Underwriting, Customer Service, Finance, Risk Management, Contract Negotiation, Microsoft Office, Microsoft Word, Software Documentation, Life Insurance, Financial Services
Education
Sam Houston State University
B.A., English
Southeastern Paralegal Institute
Paralegal Certificate
Strategic Development Worldwide June 2004 - Present
HNC Software (now Fair Isaac) 1993 - 1998
American Savings 1990 - 1992
Transamerica 1988 - 1989
Skills
Start-ups, Organizational..., Business Strategy, Strategy, Coaching, Management Consulting, Training, Real Estate, Turn Around Management, Team Building, Consulting, Analysis, Due Diligence, Executive Coaching, Management, Marketing, Strategic Planning, Executive Management, Marketing Strategy, Public Speaking, Leadership, Leadership Development, Mergers, Valuation, Process Improvement, Business Development, Entrepreneurship, Business Planning, Program Management, Recruiting, Contract Negotiation, Operations Management, Policy, Budgets, Succession Planning, Human Resources, Small Business, Performance Management, Change Management, Restructuring, Forecasting, Employee Relations, Risk Management, Casino, Workshop Facilitation
Education
San Diego State University-California State University
BS, Real Estate/Finance
Governor Livingston Regional High School 1963 — 1967
Express Scripts February 2014 - Present
Vibrantworks December 2001 - Present
Transamerica February 2012 - February 2014
Medco June 2009 - February 2012
LivePerson December 2008 - February 2009
Hertz September 2003 - December 2008
ProAct Technologies October 1999 - March 2003
Skills
Web Design, XHTML, User Interface, CSS, User Interface Design, User Experience, Graphic Design, Information Architecture, Illustrator, Photoshop, E-commerce, Usability, Graphics, Wireframes, jQuery, Web Development, Usability Testing, HTML, JavaScript, User Experience Design, Interaction Design, Dreamweaver, Email Marketing, Illustration, Logo Design, Layout, Web Applications, XSLT, HTML5, Premiere, SEO, Accessibility, jQuery UI, AJAX, Agile Web Development, Web Standards, WordPress, Mockups, XML, Mobile Design
Education
Rowan University 1995 — 1999
BFA, Illustration
TM Floyd & Company May 2015 - Present
Kforce July 2012 - Present
Cause:Success, Inc. June 1995 - June 2012
Transamerica 1987 - 1995
Occidental Petroleum May 1985 - May 1987
Skills
Program Management, Leadership, Management, Change Management, Project Management, Strategy, CRM, Consulting, Business Process..., Business Strategy, Business Intelligence, Integration, Management Consulting, ITIL, Security, Human Capital, Business Process, Business Performance...
Education
Roosevelt University
I/O Psychology, Business and Finance
University of California, Los Angeles
Psychology, English
Transamerica January 2011 - Present
Knights of Columbus January 2010 - December 2010
Education
Saint Peter's University 1973 — 1977
Transamerica 2007 - Present
Covad Communications 2006 - 2007
Covad Communications 2000 - 2004
Skills
Sales, Life Insurance, Account Management, Process Development, Corporate Training, Salesforce.com, VoIP, Process Improvement, CRM, New Business Development, Marketing Strategy, DSL, Product Management, Call Centers, Strategic Planning, Public Speaking
Education
Salem State College 1993 — 1997
Bachelor of Business Administration (BBA), Marketing
Innovative Solutions Insurance Services LLC March 2004 - Present
Transamerica Insurance and Investment Group January 1984 - March 2004
Transamerica 1998 - 2000
Skills
Disability Insurance, Variable Life Insurance, Wealth Management, Whole Life, Brokerage General Agency, Business Development, Business Leadership, Buy-Sell, Case Design, Deferred Compensation, Estate Planning, Executive Benefits, General Agency, Guaranteed Universal..., Impaired Risk, Income Annuities, Index Universal Life, Indexed Annuities, Insurance Brokerage, Insurance Distribution, Insurance Experts, Life Insurance, Life Insurance Shopping, Lone-Term Insurance, Long-Term Care Planning, Multi-Life Long-Term..., Retirement Income..., Split Dollar, Term Life Insurance, Underwriting
Education
San Beda College
BA, Economics
RGB Spectrum May 1997 - Present
Averant 2006 - 2007
TransAmerica 1996 - 1997
North Coast Medical July 1995 - August 1996
Plastikon January 1987 - March 1989
Metcal January 1984 - March 1986
Education
San Jose State University 1980 — 1983
Sutter Health - SARCOM September 2012 - Present
Cycle West October 2008 - September 2012
Kaiser Permanente IT April 2007 - October 2008
IT Ascent November 2005 - April 2007
Hewlett-Packard December 2001 - April 2005
JPMorgan Chase September 2001 - December 2001
Transamerica March 2000 - March 2001
California Bank & Trust September 1998 - March 2000
Skills
Windows Destop..., Active Directory, DNS, Antivirus, Windows Server, Windows 7 Migration, Blackberry, Windows Phone, Android, Exchange Server, Project Management, Wireless Cart, Barcode Scanners, BES, MDOP, MSDaRT 7.0, Microsoft Exchange, ITIL, Integration, Blackberry Enterprise..., Software Documentation, Technical Support
Education
Santa Rosa Junior College 1983 — 1985
General Education
Petaluma High School 1979 — 1982
Transamerica June 2005 - Present
Marsh Affinity Group Services (Seabury & Smith) 1999 - 2005
Prudential/AARP Operations 1986 - 1996
Skills
Direct Marketing, Marketing Management, Data Analysis, Strategic Communications, Business Analysis, Strategy, Email Marketing, Integrated Marketing, Marketing Strategy, Marketing Communications, Direct Mail, Analytics, Database Marketing, Marketing, Advertising, Segmentation, Brand Development, Lead Generation, Customer Acquisition, B2B Marketing, Digital Marketing
Education
Temple University 1988 — 1993
Master of Business Administration (MBA)
Shippensburg University of Pennsylvania 1982 — 1986
Bachelor of Science in Business Administration, Marketing
Harley Davidson Financial Services January 2001 - Present
Nationwide Insurance June 1998 - December 2000
Transamerica September 1984 - June 1998
Education
Santa Ana College 1975 — 1976
Transamerica April 2013 - Present
Ameriprise Financial Services, Inc. October 2011 - March 2013
Thrivent Financial April 2009 - October 2011
Thrivent Financial January 2008 - March 2009
Wells Fargo April 2006 - January 2008
Wells Fargo December 2004 - March 2006
Skills
Strategic Financial..., Estate Planning, Investment Strategies, Investments, Retirement, Life Insurance, Financial Advisory, Retirement Planning, Wealth Management, Mutual Funds, Asset Managment
Education
St. John's University 1994 — 1998
B.A., Political Science & French
Le College Internationale de Cannes 1997 — 1997
French & Intl Business
l'Institut de Touraine 1997 — 1997
N/A, French & French History
Germania Insurance February 2014 - Present
Germania Insurance 2003 - August 2012
TIG Insurance Company 1977 - 2003
Transamerica 1977 - 2003
Skills
Property, Underwriting, General Insurance
Education
Saint Joseph's University
Safety National Re July 2014 - Present
Swiss Re February 2001 - March 2014
Toyota Financial Services October 1997 - January 2001
Transatlantic Reinsurance February 1994 - August 1997
Transamerica 1987 - 1994
Skills
Reinsurance, Long-term Care, Actuarial Science, Casualty, Liability, Workers Compensation, Underwriting, Legal Liability, Insurance, Property & Casualty..., General Insurance, Solvency II, Risk Management, Professional Liability, Pricing, Commercial Insurance, Casualty Insurance
Education
Royal Holloway, University of London 1982 — 1985
BSC, Maths
Royal Holloway, U. of London
Bachelor of Science (BS), Pure Mathematics and Statistics
Valley Community Bank April 2006 - Present
Comerica October 1992 - March 2006
Bank of the West February 1980 - September 1992
Transamerica May 1975 - January 1980
Education
San Jose State University 1970 — 1975
B. S., Business
Acxiom November 2011 - Present
Transamerica September 2011 - Present
Home Wealth Development March 2008 - November 2011
Yahoo! Inc September 2005 - January 2008
Yahoo! Inc October 2006 - January 2007
Content Producer March 2005 - August 2005
Skills
Online Advertising, Web Analytics, Email Marketing, Management, Marketing, Process Improvement, Budgets, Editing, Finance, Start-ups, Microsoft Excel, Product Management, Leadership, CRM, Online Marketing, Digital Marketing, Microsoft Office, Strategy
Education
San Jose State University
B.S. Business Administration, Management
Apple 2003 - 2005
first american real estate solutions 1999 - 2002
Transamerica 1991 - 2001
Education
San Jose State University 1987 — 1991
BS, Business
Transamerica February 2006 - Present
Skills
Financial Services, Financial Analysis, Mutual Funds
Education
San Francisco State University 2004 — 2009
Bachelor of Science (B.S.), Finance
International Point of Care Inc. November 2012 - Present
Blue Bamboo Yoga October 2007 - January 2012
ONE Financial August 2005 - October 2007
Desjardins Financial Security Independent Network May 2003 - August 2005
Transamerica October 2002 - May 2003
Talvest Mutual Funds August 2002 - October 2002
Spectrum Investments January 2001 - July 2002
Skills
Project Management, SDLC, Change Management, PMP, Project Planning, New Business Development, Leadership, Budgets, Management, MS Project, Business Development, Business Analysis
Education
CSI
IFIC, CSC, CPH, LLQP
Humber College
Project Management Certificate, Project Management
PMI
PMP
Ryerson University
Business Management Certificate
The University of Western Ontario
Bachelor of Science (BSc), Biology, General
Transamerica June 2015 - Present
Vanguard March 2008 - June 2015
Honeywell November 2006 - March 2008
The Leadership Institute January 2006 - November 2006
Enterprise Rent-A-Car August 2005 - December 2005
Skills
Fundraising, Research, Public Speaking, Leadership, Nonprofits, Customer Service, Microsoft Office, Budgets, PAC, System Administration, Editing, Compliance, Lotus Notes, Event Planning
Education
The George Washington University 2009 — 2009
Graduate School, Political Management
Salem College 2001 — 2005
BA, History, Political Science, Sociology
GE Capital February 2013 - Present
GE Capital June 2010 - February 2013
GE Capital March 2009 - June 2010
GE Capital Solutions January 2008 - March 2009
GE Capital December 1998 - December 2007
Transamerica 1998 - 2007
Education
Roosevelt University 1998 — 2002
BS, Computer Science
Radcliffe Appraisals Financial RepresentativeFidelity InvestmentsJanuary 1999 - January 2002
Transamerica January 1996 - January 1999
Education
San Diego State University-California State University 1990 — 1995
BS, Finance
Transamerica November 2013 - Present
Vanguard November 1997 - February 2007
aegon 1985 - 1997
Skills
Fixed Annuities, Insurance, Variable Annuities, Life Insurance, 401k, Retirement, Term Life Insurance, Underwriting, Mutual Funds, Health Insurance, Retirement Planning, Employee Benefits, IRAs, Disability Insurance, Financial Services, Management, Leadership, Process Improvement, Customer Service, Risk Management, Team Building, Strategic Planning
Education
Slippery Rock University of Pennsylvania 1977 — 1981
BS, Education
Great Valley 1974 — 1977
Transamerica 2013 - Present
Sorin Group USA October 2010 - December 2011
United Behavioral Health June 2007 - July 2009
Lieff Cabraser Heimann & Bernstein, LLP, San Francisco, California November 2005 - February 2007
San Francisco District Attorney’s Office, City and County of San Francisco December 2004 - February 2005
Cost Plus World Market, Corporate Headquarters, 200 4th St., Oakland, California April 2001 - May 2003
Skills
Contract Negotiation, Contract Drafting, Problem Solving, Contract Management, Westlaw, Corporate Law
Education
San Francisco State University 2004 — 2005
certificate, Paralegal Studies
University of California, Berkeley
B.A., French (prior Philosophy major)
University of California, Los Angeles
M.A., Applied Linguistics/TESL
Schawk June 2009 - Present
K/P Corporation April 2008 - March 2009
FILTER, LLC February 2007 - March 2008
Transamerica November 1998 - February 2007
Wells Fargo Bank 1996 - 1998
Western Federal Savings 1987 - 1992
Skills
Direct Mail, Marketing Communications, Advertising, Marketing, Direct Marketing, Integrated Marketing, Creative Strategy, Creative Direction, Adobe Creative Suite, InDesign, Account Management, Packaging, Illustrator, Art Direction, Email Marketing, New Business Development, Graphic Design, Brand Development, Digital Marketing
Education
San Jose State University
BA, Advertising
AIG November 2013 - Present
AIG August 2012 - November 2013
Heart to Heart International April 2010 - October 2010
First Consulting & Administration 2007 - 2009
Transamerica 1996 - 2006
Transamerica 1980 - 1996
Skills
Cross-functional Team..., Leadership, Budgets, Management, Marketing Strategy, Employee Training, Human Resources, Management Consulting, Training, Process Improvement, Project Management, Microsoft Office, Customer Service, Team Building, Analysis, Insurance
Education
Tech Skills 2009 — 2009
Certification, Certified Associate in Project Management
San Diego State University-California State University 1976 — 1980
Business Management
Provident Credit Union March 2012 - Present
Addison Avenue Federal Credit Union March 1998 - February 2010
Transamerica 1992 - 1998
Skills
Consumer Lending, Loans, Banking, Credit, Internet Banking, Process Improvement, Mergers, Risk Management, Strategic Planning, Vendor Management, Strategic Financial..., Business Strategy, Credit Analysis, Financial Analysis, Credit Unions, Product Development, Credit Cards, Product Management
Education
Saint Michael's College 1987 — 1991
BS, Business Administration
Transamerica Product ManagerTravel Nation CanadaJuly 2014 - November 2014
itravel2000 November 2007 - February 2014
itravel2000 May 2006 - November 2007
Standard Life March 2002 - December 2005
T-Mobile January 2002 - March 2002
Springboard UK & The Springboard Charity April 1998 - October 2001
British Airways April 1996 - December 1997
Greater Glasgow Tourist Board April 1992 - April 1996
Skills
Customer Service, Marketing, Project Management, Inventory Management, Contract Management, Product Development, Supplier Negotiations, Business Analysis, Sales, Trade Shows, Hotels, Supplier Negotiation, New Business Development, Management, Tourism, Travel Management, Negotiation, Event Management, Online Travel, Business Travel, Leisure Travel, Tour Operators, Leisure, Sabre, Hotel Booking, E-commerce, Travel Planning, Ticketing, Hospitality, Training, Revenue Analysis, Incentive Travel, Incentives, Amadeus, Cruises, Vacation
Education
Sheridan College 2009 — 2009
Certificate, Project Management
Glasgow University 1988 — 1991
Master of Arts, French and Politics
Walmart October 2014 - Present
Walmart November 2010 - October 2014
Wachovia, A Wells Fargo Company 2009 - 2010
Pearson 2008 - 2009
Citibank Texas, N.A. 2006 - 2007
Transamerica 2001 - 2004
Skills
Requirements Analysis, IT Management, Business Intelligence, Visio, SharePoint, Vendor Management, Business Analysis, PMP, Management, Process Improvement, Windows, SDLC, Project Management, Software Project..., Software Documentation, Disaster Recovery, Integration, IT Strategy
Education
Saint Leo University
Bachelor of Applied Science (B.A.Sc.), Computer Science
Saint Leo University
Transamerica December 2014 - Present
Transamerica October 2012 - December 2014
Verizon Wireless September 2010 - August 2012
Leonidas September 2007 - August 2010
Skills
Insurance, Customer Service, Investments, Microsoft Excel, Microsoft Office, Fixed Annuities, Series 63, 401k, Microsoft Word, Call Centers, Risk Management, Employee Benefits, Banking, Sales, Finance, Time Management, Team Building, Leadership, Management, Life Insurance, Process Improvement
Education
Simpson College 1999 — 2003
Bachelor of Music, Vocal Performance
Simpson College 1999 — 2003
Bachelor of Music, Vocal Performance
Transamerica March 2014 - Present
ProSight Specialty Insurance September 2013 - March 2014
Allstate November 2008 - August 2013
Skills
Requirements Analysis, SQL, PL/SQL, Mainframe, COBOL, JCL, DB2, Unix, Windows, Property & Casualty..., Onsite Coordination, Quality Control, RQM, ClearQuest, RequisitePro, SQL Server Management..., Life Insurance, Commercial Insurance, VSAM, Oracle, Informatica, Fileaid
Education
Shivaji University 2004 — 2008
Bachelor of Engineering (BE), Electronics and Communications Engineering
Sixth Judicial Circuit Court of Florida August 2015 - Present
Law Offices of Nicholas M. Athanason, Esq., P.A. January 2015 - Present
Thorpe & Thorpe, P.A. December 2014 - Present
Seminole Hard Rock Hotel & Casino Tampa May 2014 - February 2015
Transamerica February 2014 - May 2014
Bishop McLaughlin Catholic High School September 2010 - April 2014
Saint Leo University August 2011 - December 2013
Scottrade June 2011 - August 2013
University of Tampa December 2009 - April 2010
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Writing, Customer Service, Event Planning, Social Media, Public Relations, Editing, Legal Research, Legal Writing, Westlaw, Bloomberg Law, Boolean Searching, LexisNexis, Social Networking, Team Leadership, Blogging, Coaching, Auditing, Facebook
Education
Stetson University College of Law 2014 — 2017
Doctor of Law (J.D.)
Saint Leo University 2011 — 2013
Bachelor of Arts (B.A.), English Language and Literature, General, GPA: 3.65
University of Tampa 2009 — 2010
Political Science and Government
Bishop McLaughlin Catholic High School 2005 — 2009
Transamerica May 2012 - Present
AEGON August 2010 - May 2012
USDA NASS May 2007 - August 2010
Farm Bureau Financial Services May 2005 - February 2007
Skills
Data Analysis, Analysis, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, SAS, Customer Service, Actuarial Science, Insurance, Research, Access, Statistics, Life Insurance
Education
Texas A&M University 2008 — 2010
MS, Statistics
Simpson College 2004 — 2008
BA, Mathematics, Economics
Transamerica October 2007 - Present
AEGON/Transamerica 2007 - 2010
Education
Career Canada
Diploma, Venipuncture
Seneca College of Applied Arts and Technology
Adobe August 2015 - Present
Transamerica March 2015 - July 2015
Microsoft June 2014 - March 2015
Skype April 2013 - February 2014
Nimble Storage January 2013 - April 2013
Lexus of Stevens Creek December 2007 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Windows, Baking, Cake Decorating, Scheduling, Sales, Interviews, Process Scheduler, Management, Recruiting
Education
San Jose State University 2008 — 2012
Bachelor of Science (B.S.), Business Administration
DXP Enterprises, Inc. July 2013 - Present
GE Capital July 2008 - February 2013
Textron Financial April 2000 - February 2008
Transamerica February 1998 - April 2000
Douglas Guardian Services Corp March 1996 - February 1998
Skills
Banking, Risk Management, Financial Services, Business Analysis, Relationship Management
Education
Sam Houston State University 1983 — 1984
Bachelor of Business Administration (BBA), Marketing
Texas A&M University 1979 — 1983
Bachelor of Business Administration (BBA), Marketing
Transamerica Assistant ManagerWalgreensApril 2011 - January 2013
San Jose State University August 2009 - May 2011
The Donut Works January 2001 - August 2009
Skills
PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Microsoft Office, Access, Visio, Team Leadership, Data Analysis
Education
San Jose State University 2009 — 2011
Bachelor of Science (BS), Business Administration with a Concentration Management Information Systems
Santa Rosa Junior College 2006 — 2009
Associate's degree, Business Administration
Sprig Electric January 2015 - Present
Wireless Lifestyle August 2013 - December 2014
Transamerica December 2011 - February 2014
Sprint July 2010 - August 2013
Golden State Warriors August 2006 - June 2010
Skills
Management, Sales, Writing, Leadership, Editing, Selling, Continuous Improvement, Sales Management, Microsoft Office, PowerPoint, Microsoft Excel, Outlook, 10 Key, Networking, Marketing, Customer Retention, Customer Satisfaction, Customer Service, Team Building, Customer Experience, Team Leadership, Lead Generation, Time Management, Advertising, Account Management, Coaching, English, Financial Analysis, New Business Development
Education
St. Mary's College of California 2004 — 2008
Bachelor's of Science, Business Administration and Management, General, 3.4 GPA
La Jolla Country Day School 2000 — 2004
High School, General Studies
Transamerica March 2011 - Present
John Hancock 2011 - Present
John Hancock Life Insurance Company (U.S.A.) September 2007 - May 2010
Skills
Insurance, Life Insurance, Underwriting
Education
Simmons College 1967 — 1971
Bachelor's degree, Englisg, B
Simmons
Elisg
Whirlpool Corporation July 2012 - Present
Whirlpool Corporation December 2009 - July 2012
Transamerica February 1998 - June 2001
Skills
Business Development, Cross-functional Team..., E-commerce, SAP, Process Improvement, Analysis, Testing, Business Analysis, Project Management, Business Process, Microsoft Excel, Business Process...
Education
Siena Heights University
Bachelor of Arts, Business Administration
WORLD TRAVEL PROTECTION September 2013 - September 2013
Transamerica November 2003 - August 2004
Education
Seneca College of Applied Arts and Technology 2008 — 2008
Investment Funds
Transamerica 2014 - Present
Huntington National Bank May 2013 - Present
Advocare August 2012 - Present
Huntington National Bank March 2012 - April 2013
Huntington National Bank September 2009 - March 2012
Skills
Banking, Loans, Credit, Credit Analysis, Retail Banking, Financial Analysis, Loan Origination, Consumer Lending, Insurance, Cross Selling, Investments, Lines Of Credit, Finance, Mortgage Lending, Notary Public, Securities, Series 6, Customer Service
Education
Sinclair Community College 2007 — 2009
Associate of Arts and Sciences (A.A.S.), Accounting and Finance
The Ohio State University 1987 — 1991
Bachelor of Arts (B.A.), Russian Language and Literature
Transamerica December 2013 - Present
Transamerica March 2013 - December 2013
Transamerica August 2012 - March 2013
Transamerica November 2010 - August 2012
Transamerica February 2009 - November 2011
Skills
Insurance, Management, Business Analysis, Project Management, User Acceptance Testing, Communication, Process Improvement..., New Product..., Legacy System Conversion, Strategic Planning, Team Building, Enterprise Architecture, Risk Management, Health Insurance, Strategy, Financial Services, Process Improvement
Education
Shippensburg University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), Social Work
Transamerica June 2011 - Present
Western Reserve Life Assurance Co. April 2000 - June 2011
Citigroup Insurance Services September 1988 - April 2000
Skills
Underwriting, Risk Management, Auditing
Education
Rutgers, The State University of New Jersey-Camden 1971 — 1977
BS, Management
Pierce Junior College 1968 — 1971
AS, Accounting
Transamerica 2008 - 2011
Metavante 2002 - 2004
401k Services 2001 - 2002
JDN Inc. 1982 - 2001
Skills
Microsoft Office, Visual Basic, Microsoft Access, Accounts Receivable, Personnel, Budget Management, New Business Development, Accounting, Trust Accounting, Operations Management, Software Development, Pension Administration, Billing, M&A experience, Information Systems..., Information Systems..., Data Processing, Data Conversion, Data Analysis
Education
San Jose State University
Bachelors of Science, Physics
Transamerica Window Washer ManagerTheWindowWasher.comJune 2010 - January 2015
Quiznos March 2008 - December 2009
Education
San Jose State University
Heinemann Properties 1993 - Present
Toyota Motor Sales 1979 - 2006
Union Bank 1978 - 1979
Transamerica 1973 - 1978
USLIFE Insurance of California 1971 - 1973
Miyachi Unitek 1970 - 1971
Skills
Certified Professional..., Church Events
Education
San Diego State University-California State University 1965 — 1969
Bachelor's degree, Mathematics and Computer Science
Transamerica 2013 - Present
Hope Commerce Solutions October 2011 - June 2013
Alameda Unified School District January 2005 - June 2010
Skills
Investment Strategies, Return on Investment, FX trading, Life Insurance, Program Management, Administrative..., Sales and Marketing, Customer Service, Outstanding..., Microsoft Office, Coordinating Events, Management Consulting, Cross Functional Team..., Music Publishing
Education
Skyline College
Business Management
Transamerica November 2012 - Present
Education
Central Michigan University
Psychology
Rust College
English/pre law
Wayne County Community College District
associates of arts
Transamerica February 2011 - Present
Wells Fargo June 2010 - February 2011
Wells Fargo June 2008 - June 2010
Skills
Banking, Qualified Retirement..., Customer Service, Sales Management
Education
Simpson College 2004 — 2008
Bachelor of Arts (B.A.), Business Administration and Management, General
Benicia Unified School District August 1987 - Present
Transamerica July 1983 - August 1985
city of Columbia Missouri September 1979 - January 1981
Skills
Teaching, Science, Curriculum Development, Classroom, Curriculum Design, Educational Leadership, Tutoring, K-12, Educational Technology, Literacy, Differentiated..., Special Education, Classroom Management, Staff Development, Lesson Planning, Elementary Education, Teacher Training
Education
San Francisco State University 1985 — 1986
Secondary Education Credential, Life Science
University of Missouri-Columbia 1975 — 1978
Master of Science (MS), Community Health Education
State University of New York at Stony Brook 1969 — 1973
Bachelor of Science (B.S.), Biology, 3.05 GPA
Transamerica September 2011 - Present
Education
University of California, Irvine 2013 — 2015
San Bernardino Valley College 2011 — 2013
Transamerica August 2015 - Present
Leatherbys Family Creamery June 2012 - Present
Education
Salt Lake Community College 2015 — 2018