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
Jonathan Fetherolf Jonathan Fetherolf's Transamerica Experience April 2013 - June 2014
Job Director of Marketing at WHV Investments, Inc.
Industry Marketing and Advertising
Experience
WHV Investments, Inc. June 2014 - Present
Transamerica April 2013 - June 2014
Epsilon October 2009 - April 2013
DiMella Shaffer May 2009 - October 2009
KlingStubbins February 2008 - January 2009
KlingStubbins November 2005 - February 2008
JT Clark Agency October 2003 - November 2005
Skills
Graphic Design, Branding & Identity, Marketing Research, Layout, Marketing, Adobe Creative Suite, Advertising, Marketing Communications, InDesign, Event Planning, Illustrator, Social Media, Photoshop, Social Media Marketing, Online Advertising
Education
Lake Forest College 2002 — 2005
BA, Communication and Media Studies
Bentley University 2000 — 2002
N/A, Business
WHV Investments, Inc. June 2014 - Present
Transamerica April 2013 - June 2014
Epsilon October 2009 - April 2013
DiMella Shaffer May 2009 - October 2009
KlingStubbins February 2008 - January 2009
KlingStubbins November 2005 - February 2008
JT Clark Agency October 2003 - November 2005
Skills
Graphic Design, Branding & Identity, Marketing Research, Layout, Marketing, Adobe Creative Suite, Advertising, Marketing Communications, InDesign, Event Planning, Illustrator, Social Media, Photoshop, Social Media Marketing, Online Advertising
Education
Lake Forest College 2002 — 2005
BA, Communication and Media Studies
Bentley University 2000 — 2002
N/A, Business
Dawn Chandler Dawn Chandler's Transamerica Experience 1994 - 1995
Job Associate Professor of Management at Queens University of Charlotte
Industry Education Management
Experience
Queens University of Charlotte August 2012 - Present
Multiple Business and Academic Institutions 2005 - Present
California Polytechnic State University September 2006 - August 2012
Boston University School of Management 2003 - 2006
K-Force 1998 - 2001
Transamerica 1994 - 1995
Skills
Coaching, Research, Interviews, Organizational Behavior, Change Management, Organizational..., Leadership, PowerPoint, Management Consulting, Cross-functional Team..., Microsoft Excel, Program Management, Recruiting, Management, Public Speaking, Leadership Development, Career Development, Team Building, Human Resources, Marketing, Higher Education, Personnel Management, Social Media
Education
Boston University Graduate School of Management 2001 — 2006
Doctorate of Business Administration, MAJOR: Organizational Behavior; MINOR: Strategic Management
San Jose State University 1996 — 1997
Master of Business Administration, Business Administration and Management, General
California State University-Chico
Bachelor of Business Administration, Finance
Queens University of Charlotte August 2012 - Present
Multiple Business and Academic Institutions 2005 - Present
California Polytechnic State University September 2006 - August 2012
Boston University School of Management 2003 - 2006
K-Force 1998 - 2001
Transamerica 1994 - 1995
Skills
Coaching, Research, Interviews, Organizational Behavior, Change Management, Organizational..., Leadership, PowerPoint, Management Consulting, Cross-functional Team..., Microsoft Excel, Program Management, Recruiting, Management, Public Speaking, Leadership Development, Career Development, Team Building, Human Resources, Marketing, Higher Education, Personnel Management, Social Media
Education
Boston University Graduate School of Management 2001 — 2006
Doctorate of Business Administration, MAJOR: Organizational Behavior; MINOR: Strategic Management
San Jose State University 1996 — 1997
Master of Business Administration, Business Administration and Management, General
California State University-Chico
Bachelor of Business Administration, Finance
Ana-Maria Figueredo Ana-Maria Figueredo's Transamerica Experience May 2011 - December 2011
Job Insurance Broker
Industry Insurance
Experience
White Tigress Insurance September 2014 - Present
Florida Blue July 2013 - September 2014
Insphere Insurance Solutions January 2012 - July 2013
Transamerica May 2011 - December 2011
Miami-Dade County Public Schools December 1988 - April 2011
Florida National College February 2010 - September 2010
DUO Magazine April 2008 - December 2009
Cinergy Health Inc. February 2009 - August 2009
southbeachannie, inc. September 2008 - February 2009
eWomenNetwork April 2008 - February 2009
Skills
Social Networking, Start-ups, Networking, Non-profits, Business Development, Public Speaking, Coaching, Team Building, Leadership Development, Project Management, Adult Education, Social Media Marketing, Curriculum Design, Teaching, Editing, Marketing, Small Business, Microsoft Office, New Business Development, Sales, Management, Fundraising, Management Consulting, Staff Development, Social Media, Web Design, E-Learning, Blogging, Entrepreneurship, Instructional Design, Leadership, Training, Public Relations, Event Planning, Strategic Planning, Community Outreach, Organizational..., Nonprofits
Education
Barry University 1993 — 1995
MS, Educational Technology
Florida International University 1984 — 1988
Bachelor of Arts (BA), English Literature (British and Commonwealth)
White Tigress Insurance September 2014 - Present
Florida Blue July 2013 - September 2014
Insphere Insurance Solutions January 2012 - July 2013
Transamerica May 2011 - December 2011
Miami-Dade County Public Schools December 1988 - April 2011
Florida National College February 2010 - September 2010
DUO Magazine April 2008 - December 2009
Cinergy Health Inc. February 2009 - August 2009
southbeachannie, inc. September 2008 - February 2009
eWomenNetwork April 2008 - February 2009
Skills
Social Networking, Start-ups, Networking, Non-profits, Business Development, Public Speaking, Coaching, Team Building, Leadership Development, Project Management, Adult Education, Social Media Marketing, Curriculum Design, Teaching, Editing, Marketing, Small Business, Microsoft Office, New Business Development, Sales, Management, Fundraising, Management Consulting, Staff Development, Social Media, Web Design, E-Learning, Blogging, Entrepreneurship, Instructional Design, Leadership, Training, Public Relations, Event Planning, Strategic Planning, Community Outreach, Organizational..., Nonprofits
Education
Barry University 1993 — 1995
MS, Educational Technology
Florida International University 1984 — 1988
Bachelor of Arts (BA), English Literature (British and Commonwealth)
Vitie L. Brown Vitie L. Brown's Transamerica Experience January 2000 - March 2002
Job Divisional Leader, Primerica Inc.
Industry Individual & Family Services
Experience
Primerica October 1998 - Present
Old Mutual May 2004 - September 2008
Transamerica January 2000 - March 2002
Transamerica Capital Inc. 2000 - 2002
Skills
Insurance, Leadership, Marketing, Series 6, Series 63, Negotiation
Education
Azusa Pacific University 1991 — 1992
Economics, Social Services
College of the Desert 1990 — 1991
Spanish, General Studies
Primerica October 1998 - Present
Old Mutual May 2004 - September 2008
Transamerica January 2000 - March 2002
Transamerica Capital Inc. 2000 - 2002
Skills
Insurance, Leadership, Marketing, Series 6, Series 63, Negotiation
Education
Azusa Pacific University 1991 — 1992
Economics, Social Services
College of the Desert 1990 — 1991
Spanish, General Studies
Jessica Piatt Jessica Piatt's Transamerica Experience October 2014 - Present
Job Customer Service Representative at Transamerica
Industry Consumer Services
Experience
Transamerica October 2014 - Present
YMCA August 2014 - Present
THINK Together October 2013 - July 2014
Home Shopping Network June 2013 - August 2013
Private French Residence October 2012 - January 2013
Citizen Property Insurance August 2010 - August 2012
Raymond James Financial Inc May 2010 - August 2010
Skills
Project Management, Microsoft Office, Business Analysis, Customer Service, Windows, Service Desk Management, daptiv, Web Design, Strategy, Visio, Project Planning, Troubleshooting, Management, Human Resources, SharePoint, Vendor Management, Recruiting, Endeavor, Public Relations, Access, Leadership, Microsoft Excel, PowerPoint, Public Speaking, Social Media
Education
Azusa Pacific University 2013 — 2016
Masters of Art, Teaching English as a Second or Foreign Language/ESL Language Instructor
Florida State University 2009 — 2013
Bachelor of Science, Business Administration; Marketing
Florida State University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
University of Strasbourg Ecole de Management
Business Management
Transamerica October 2014 - Present
YMCA August 2014 - Present
THINK Together October 2013 - July 2014
Home Shopping Network June 2013 - August 2013
Private French Residence October 2012 - January 2013
Citizen Property Insurance August 2010 - August 2012
Raymond James Financial Inc May 2010 - August 2010
Skills
Project Management, Microsoft Office, Business Analysis, Customer Service, Windows, Service Desk Management, daptiv, Web Design, Strategy, Visio, Project Planning, Troubleshooting, Management, Human Resources, SharePoint, Vendor Management, Recruiting, Endeavor, Public Relations, Access, Leadership, Microsoft Excel, PowerPoint, Public Speaking, Social Media
Education
Azusa Pacific University 2013 — 2016
Masters of Art, Teaching English as a Second or Foreign Language/ESL Language Instructor
Florida State University 2009 — 2013
Bachelor of Science, Business Administration; Marketing
Florida State University - College of Business 2009 — 2013
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
University of Strasbourg Ecole de Management
Business Management
LaCheak (LaCheak Morris) Fletcher's Transamerica Experience August 1999 - August 2007
Job Regional Account Manager at ExamOne, a Quest Diagnostics Company
Industry Insurance
Experience
ExamOne, a Quest Diagnostics Company November 2007 - Present
ExamOne, a Quest Diagnostics Company 2007 - 2012
Transamerica August 1999 - August 2007
Skills
Insurance, Account Management, Team Building, Customer Service, Sales, Strategic Planning, Coaching, Cold Calling, Microsoft Office
Education
Avila University
Bishop Hogan High School
ExamOne, a Quest Diagnostics Company November 2007 - Present
ExamOne, a Quest Diagnostics Company 2007 - 2012
Transamerica August 1999 - August 2007
Skills
Insurance, Account Management, Team Building, Customer Service, Sales, Strategic Planning, Coaching, Cold Calling, Microsoft Office
Education
Avila University
Bishop Hogan High School
Jorge R. Gutiérrez Jorge R. Gutiérrez's Transamerica Experience June 1983 - May 1986
Job Managing Member/Founder of Gutiérrez Bergman & Boulris. PLLC
Industry Legal Services
Experience
Gutiérrez Bergman Boulris, PLLC June 2013 - Present
Optima Surfaces & Solutions November 2013 - Present
Tew Cardenas LLP 2009 - 2011
Akerman Senterfitt 2005 - 2008
Greenberg Traurig, LLP 2000 - 2005
MEDNAX 2000 - 2001
Kirkpatrick & Lockhart Gates 1994 - 2000
Transamerica June 1983 - May 1986
KPMG US (Peat Marwick Mitchell) 1980 - 1982
United States Department of Treasury, Internal Revenue Service, Intelligence Division 1977 - 1980
Skills
Corporate International..., International M&A, Corporate Law, Legal Research, Mediation, Bankruptcy, Joint Ventures, Trials, Mergers & Acquisitions, International Tax, Legal Writing, Alternative Dispute..., Private Equity, International Business..., Securities Regulation, Business Transactions, M&A experience, Mergers, Corporate Governance, Cross-border..., International Law, Due Diligence, Litigation, Management
Education
Northwestern University 1982 — 1986
Juris Doctorate, Law
University of Illinois at Urbana-Champaign 1980 — 1980
Certified Public Accountant, Accounting
Ball State University 1976 — 1979
Bachelor of Arts, Accounting
Gutiérrez Bergman Boulris, PLLC June 2013 - Present
Optima Surfaces & Solutions November 2013 - Present
Tew Cardenas LLP 2009 - 2011
Akerman Senterfitt 2005 - 2008
Greenberg Traurig, LLP 2000 - 2005
MEDNAX 2000 - 2001
Kirkpatrick & Lockhart Gates 1994 - 2000
Transamerica June 1983 - May 1986
KPMG US (Peat Marwick Mitchell) 1980 - 1982
United States Department of Treasury, Internal Revenue Service, Intelligence Division 1977 - 1980
Skills
Corporate International..., International M&A, Corporate Law, Legal Research, Mediation, Bankruptcy, Joint Ventures, Trials, Mergers & Acquisitions, International Tax, Legal Writing, Alternative Dispute..., Private Equity, International Business..., Securities Regulation, Business Transactions, M&A experience, Mergers, Corporate Governance, Cross-border..., International Law, Due Diligence, Litigation, Management
Education
Northwestern University 1982 — 1986
Juris Doctorate, Law
University of Illinois at Urbana-Champaign 1980 — 1980
Certified Public Accountant, Accounting
Ball State University 1976 — 1979
Bachelor of Arts, Accounting
Lori Quinn Lori Quinn's Transamerica Experience 1995 - 2000
Job SaaS Implementation Manager at RegEd
Industry Insurance
Experience
RegEd May 2015 - Present
Wells Fargo October 2012 - March 2015
Wells Fargo Insurance Services 2003 - July 2012
UVEST Financial Services February 2001 - May 2003
Transamerica 1995 - 2000
Skills
Insurance, Health Insurance, Brokers, Variable Annuities, Fixed Annuities, Operations Management, Mergers, Aquisition, Customer Service, Microsoft Excel, Microsoft Word, Notary Public, Risk Management, Training, Account Management, Employee Benefits, Mergers & Acquisitions, Coaching, Financial Services, Sales, Call Centers, Management, Relationship Management, Team Building, Change Management
Education
Berkshire Community College
Associate of Science (A.S.), Computer Science
RegEd May 2015 - Present
Wells Fargo October 2012 - March 2015
Wells Fargo Insurance Services 2003 - July 2012
UVEST Financial Services February 2001 - May 2003
Transamerica 1995 - 2000
Skills
Insurance, Health Insurance, Brokers, Variable Annuities, Fixed Annuities, Operations Management, Mergers, Aquisition, Customer Service, Microsoft Excel, Microsoft Word, Notary Public, Risk Management, Training, Account Management, Employee Benefits, Mergers & Acquisitions, Coaching, Financial Services, Sales, Call Centers, Management, Relationship Management, Team Building, Change Management
Education
Berkshire Community College
Associate of Science (A.S.), Computer Science
Trevor Lucas Trevor Lucas's Transamerica Experience June 2013 - February 2015
Job Director, Partner Management at Ancestry.com
Industry Internet
Experience
Ancestry.com March 2015 - Present
Transamerica June 2013 - February 2015
Blue Shield of California May 2007 - May 2013
Blue Shield of California May 2006 - May 2007
Blue Shield of California March 2005 - April 2006
PacifiCare of Colorado August 2003 - February 2005
Lipper Inc February 2002 - August 2003
PricewaterhouseCoopers 1999 - 2002
Skills
Vendor Management, Management, Contract Negotiation, BPO, Governance, Strategic Planning, Process Improvement, Financial Analysis, Financial Modeling, Business Analysis, Business Process..., Cross-functional Team..., Program Management, Forecasting, Change Management, Outsourcing, Analysis, Financial Reporting, Operations Management, Management Consulting, Strategy, Finance, Leadership, Risk Management, Performance Management
Education
University of Colorado at Denver
Masters, Business Administration
Brigham Young University 1995 — 1999
Bachelor of Science (BS), Accounting
Ancestry.com March 2015 - Present
Transamerica June 2013 - February 2015
Blue Shield of California May 2007 - May 2013
Blue Shield of California May 2006 - May 2007
Blue Shield of California March 2005 - April 2006
PacifiCare of Colorado August 2003 - February 2005
Lipper Inc February 2002 - August 2003
PricewaterhouseCoopers 1999 - 2002
Skills
Vendor Management, Management, Contract Negotiation, BPO, Governance, Strategic Planning, Process Improvement, Financial Analysis, Financial Modeling, Business Analysis, Business Process..., Cross-functional Team..., Program Management, Forecasting, Change Management, Outsourcing, Analysis, Financial Reporting, Operations Management, Management Consulting, Strategy, Finance, Leadership, Risk Management, Performance Management
Education
University of Colorado at Denver
Masters, Business Administration
Brigham Young University 1995 — 1999
Bachelor of Science (BS), Accounting
Maria Hernandez-Wareagle's Transamerica Experience 2013 - Present
Job Marketing Director at World Financial Group/Transamerica
Industry Financial Services
Experience
Transamerica 2013 - Present
Skills
Investments, Financial Analysis, Strategic Financial..., Portfolio Management, Customer Service, Retirement Planning, Risk Management, Wealth Management, Motivational Speaking, Empowerment speaker, Debt Consolidation, Estate Preservation, Income Protection, Microsoft Office, Knowledge of PC and MAC..., Develop Leaders
Education
Azusa Pacific University 2009 — 2011
Organizational Leadership in Business, Business Administration and Management, General
Citrus College 2006 — 2008
behavioral science, Psychology
Transamerica 2013 - Present
Skills
Investments, Financial Analysis, Strategic Financial..., Portfolio Management, Customer Service, Retirement Planning, Risk Management, Wealth Management, Motivational Speaking, Empowerment speaker, Debt Consolidation, Estate Preservation, Income Protection, Microsoft Office, Knowledge of PC and MAC..., Develop Leaders
Education
Azusa Pacific University 2009 — 2011
Organizational Leadership in Business, Business Administration and Management, General
Citrus College 2006 — 2008
behavioral science, Psychology
Jaime Fedeler's Transamerica Experience May 2013 - August 2013
Job Actuarial Analyst at Transamerica Life Insurance Company
Industry Insurance
Experience
Transamerica Life Insurance Company January 2014 - Present
Ball State University Libraries Bracken Library April 2011 - December 2013
Transamerica May 2013 - August 2013
Skills
Visual Basic, Statistical Data..., Microsoft Excel, Actuarial Science, Data Analysis, Insurance, MoSes, ALFA, Teamwork
Education
Ball State University 2009 — 2013
Bachelor of Science (B.S.), Actuarial Science, 3.529
Transamerica Life Insurance Company January 2014 - Present
Ball State University Libraries Bracken Library April 2011 - December 2013
Transamerica May 2013 - August 2013
Skills
Visual Basic, Statistical Data..., Microsoft Excel, Actuarial Science, Data Analysis, Insurance, MoSes, ALFA, Teamwork
Education
Ball State University 2009 — 2013
Bachelor of Science (B.S.), Actuarial Science, 3.529
Dakota Dunne Dakota Dunne's Transamerica Experience 2000 - 2004
Job Director Global Product Management at HillRom
Industry Telecommunications
Experience
Hill-Rom July 2014 - Present
Oracle August 2013 - July 2014
Tekelec June 2011 - July 2013
Tekelec February 2010 - May 2011
Tekelec October 2006 - February 2010
Deloitte & Touche LLP 2004 - 2006
Transamerica 2000 - 2004
The Church of Jesus Christ of Latter-day Saints February 1996 - March 1998
Skills
Product Management, Cross-functional Team..., Management, Mergers & Acquisitions, Forecasting, Leadership, Telecommunications, Healthcare Information..., Product Marketing, Marketing Strategy, Technology Roadmapping, Strategic Roadmaps, Financial Modeling, Analysis, Business Strategy, Strategic Planning, Project Management, Business Planning, Budgets, Due Diligence, Process Improvement, Change Management, Product Development, Financial Analysis, Accounting, Managerial Finance, Mergers, Corporate Development, Business Process, Cross-border..., Corporate Finance, Revenue Recognition, P&L Management, Strategic Financial..., Business Process..., Process Simulation, Valuation, LBO, Sensitivity Analysis, Financial Reporting, P&L, Japanese, Financial Management, Budgeting, Process Development, Financial Planning, Board Presentations, Non-profit Board...
Education
Brigham Young University 2000 — 2002
Accounting
Brigham Young University - Idaho 1998 — 2000
AA, Business
Sprague High School 1990 — 1994
Hill-Rom July 2014 - Present
Oracle August 2013 - July 2014
Tekelec June 2011 - July 2013
Tekelec February 2010 - May 2011
Tekelec October 2006 - February 2010
Deloitte & Touche LLP 2004 - 2006
Transamerica 2000 - 2004
The Church of Jesus Christ of Latter-day Saints February 1996 - March 1998
Skills
Product Management, Cross-functional Team..., Management, Mergers & Acquisitions, Forecasting, Leadership, Telecommunications, Healthcare Information..., Product Marketing, Marketing Strategy, Technology Roadmapping, Strategic Roadmaps, Financial Modeling, Analysis, Business Strategy, Strategic Planning, Project Management, Business Planning, Budgets, Due Diligence, Process Improvement, Change Management, Product Development, Financial Analysis, Accounting, Managerial Finance, Mergers, Corporate Development, Business Process, Cross-border..., Corporate Finance, Revenue Recognition, P&L Management, Strategic Financial..., Business Process..., Process Simulation, Valuation, LBO, Sensitivity Analysis, Financial Reporting, P&L, Japanese, Financial Management, Budgeting, Process Development, Financial Planning, Board Presentations, Non-profit Board...
Education
Brigham Young University 2000 — 2002
Accounting
Brigham Young University - Idaho 1998 — 2000
AA, Business
Sprague High School 1990 — 1994
Susan He's Transamerica Experience March 2015 - Present
Job Globalization/Localization specialist, Mandarin/English Interpreter
Industry Management Consulting
Experience
Susan's Language Lab September 2015 - Present
Transamerica March 2015 - Present
Susan's Language Lab September 2011 - September 2014
Family Life, Inc November 2011 - September 2013
Auto Moto und Sport January 2012 - January 2012
China Athlete Education Foundation May 2008 - August 2011
Elite Learning, New Oriental Education & Technology Group (NYSE:EDU) March 2009 - March 2011
ZDL Books January 2008 - December 2008
Texas Department of Public Health--Mosaic Family Services January 2007 - August 2007
Timberlawn Mental Health System September 2005 - March 2006
Skills
Training, Career Counseling, Recruiting, Team Building, Program Management, Management, Staff Development, Public Speaking, Public Relations, Organizational..., Teaching, Translation, Time Management, Non-profits, Event Planning, Leadership Development, English, Strategic Planning, Business Strategy, Social Media, Fundraising, Management Consulting, Budgets, Research, Interviews, Leadership, Nonprofits, Event Management, Coaching, Chinese, Entrepreneurship, Teaching English as a..., Higher Education, PowerPoint, Team Leadership, Curriculum Design, Talent Management, Human Resources, International Education, Analysis, Social Networking, Psychotherapy, Intercultural..., E-Learning, Chinese culture, Data Analysis, Mandarin, Executive Coaching, Market Research, International Relations
Education
Texas State Department of Public Health 2006 — 2010
LPC-I, Counseling
Dallas Theological Seminary 2003 — 2006
M.A, Counseling
Beijing Forestry University 1999 — 2003
B.A, Finance
Susan's Language Lab September 2015 - Present
Transamerica March 2015 - Present
Susan's Language Lab September 2011 - September 2014
Family Life, Inc November 2011 - September 2013
Auto Moto und Sport January 2012 - January 2012
China Athlete Education Foundation May 2008 - August 2011
Elite Learning, New Oriental Education & Technology Group (NYSE:EDU) March 2009 - March 2011
ZDL Books January 2008 - December 2008
Texas Department of Public Health--Mosaic Family Services January 2007 - August 2007
Timberlawn Mental Health System September 2005 - March 2006
Skills
Training, Career Counseling, Recruiting, Team Building, Program Management, Management, Staff Development, Public Speaking, Public Relations, Organizational..., Teaching, Translation, Time Management, Non-profits, Event Planning, Leadership Development, English, Strategic Planning, Business Strategy, Social Media, Fundraising, Management Consulting, Budgets, Research, Interviews, Leadership, Nonprofits, Event Management, Coaching, Chinese, Entrepreneurship, Teaching English as a..., Higher Education, PowerPoint, Team Leadership, Curriculum Design, Talent Management, Human Resources, International Education, Analysis, Social Networking, Psychotherapy, Intercultural..., E-Learning, Chinese culture, Data Analysis, Mandarin, Executive Coaching, Market Research, International Relations
Education
Texas State Department of Public Health 2006 — 2010
LPC-I, Counseling
Dallas Theological Seminary 2003 — 2006
M.A, Counseling
Beijing Forestry University 1999 — 2003
B.A, Finance
Zach Pond Zach Pond's Transamerica Experience April 2004 - August 2006
Job Sr. Product Manager, Mobile Publishing at Warner Bros. Interactive Entertainment
Industry Marketing and Advertising
Experience
Warner Bros. Entertainment Group of Companies January 2012 - Present
Disney Interactive Media Group August 2010 - January 2012
Electronic Arts December 2009 - August 2010
Electronic Arts May 2009 - December 2009
EA Mobile February 2009 - May 2009
Testmasters July 2008 - February 2009
Disney ABC Television Group January 2007 - April 2007
Transamerica April 2004 - August 2006
Zach's Windowz & Screenz April 1999 - August 2003
Hallmark Cards August 2002 - December 2002
Skills
Strategy, Competitive Analysis, Product Marketing, CRM, Product Management, Marketing, Marketing Strategy, Analytics, Advertising, Cross-functional Team..., Market Research, Entrepreneurship, Leadership, Social Networking, Management, Mobile Devices, Brand Management, Facebook, Public Relations, SEM, Product Development, Data Analysis, Blogging, Analysis, Social Media, Social Media Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
MBA, Marketing and Entrepreneurship
Brigham Young University 1996 — 2003
BA, Humanities/English
Warner Bros. Entertainment Group of Companies January 2012 - Present
Disney Interactive Media Group August 2010 - January 2012
Electronic Arts December 2009 - August 2010
Electronic Arts May 2009 - December 2009
EA Mobile February 2009 - May 2009
Testmasters July 2008 - February 2009
Disney ABC Television Group January 2007 - April 2007
Transamerica April 2004 - August 2006
Zach's Windowz & Screenz April 1999 - August 2003
Hallmark Cards August 2002 - December 2002
Skills
Strategy, Competitive Analysis, Product Marketing, CRM, Product Management, Marketing, Marketing Strategy, Analytics, Advertising, Cross-functional Team..., Market Research, Entrepreneurship, Leadership, Social Networking, Management, Mobile Devices, Brand Management, Facebook, Public Relations, SEM, Product Development, Data Analysis, Blogging, Analysis, Social Media, Social Media Marketing
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2006 — 2008
MBA, Marketing and Entrepreneurship
Brigham Young University 1996 — 2003
BA, Humanities/English
Keegan Borgias's Transamerica Experience September 2010 - October 2013
Job Sales & Marketing Associate at Northern Lights Capital Group
Industry Financial Services
Experience
Northern Lights Capital Group July 2014 - Present
Wellbridge, Colorado Athletic Club October 2013 - June 2014
Transamerica September 2010 - October 2013
Karsh\Hagan May 2009 - August 2009
Skills
Social Media Marketing, Online Advertising, Press Releases, Social Media, Marketing Communications, Newsletters, Market Research, Print Ads, Facebook, Competitive Analysis, Web Marketing, Email Marketing, Promotions, Project Management, Direct Sales, Sales Presentations, Customer Experience, Relationship Management, Corporate Events, Online Marketing, Public Speaking, Microsoft Office, Marketing
Education
Baylor University - Hankamer School of Business 2006 — 2010
BBA, Marketing & Management
Northern Lights Capital Group July 2014 - Present
Wellbridge, Colorado Athletic Club October 2013 - June 2014
Transamerica September 2010 - October 2013
Karsh\Hagan May 2009 - August 2009
Skills
Social Media Marketing, Online Advertising, Press Releases, Social Media, Marketing Communications, Newsletters, Market Research, Print Ads, Facebook, Competitive Analysis, Web Marketing, Email Marketing, Promotions, Project Management, Direct Sales, Sales Presentations, Customer Experience, Relationship Management, Corporate Events, Online Marketing, Public Speaking, Microsoft Office, Marketing
Education
Baylor University - Hankamer School of Business 2006 — 2010
BBA, Marketing & Management
Richard Wirth Richard Wirth's Transamerica Experience March 2012 - Present
Job General Counsel
Industry Investment Management
Experience
AEGON Asset Management (USA) September 2014 - Present
Transamerica March 2012 - Present
The Hartford 2004 - March 2012
The Phoenix Companies 1993 - 2004
Schatz & Schatz, Ribicoff & Kotkin 1983 - 1993
Skills
Mutual Funds, Insurance Law, Securities, Securities Regulation, Risk Management, Contract Negotiation, Corporate Governance, Negotiation, Litigation Management, International Law, Outsourcing, Compliance, Mergers, Joint Ventures, Innovation, Asset Management, Real Estate Transactions, Variable Annuities, Kaizen, Executive Coaching
Education
The University of Connecticut School of Law 1998 — 2000
LL.M., Insurance
Benjamin N. Cardozo School of Law, Yeshiva University 1980 — 1983
J.D.
AEGON Asset Management (USA) September 2014 - Present
Transamerica March 2012 - Present
The Hartford 2004 - March 2012
The Phoenix Companies 1993 - 2004
Schatz & Schatz, Ribicoff & Kotkin 1983 - 1993
Skills
Mutual Funds, Insurance Law, Securities, Securities Regulation, Risk Management, Contract Negotiation, Corporate Governance, Negotiation, Litigation Management, International Law, Outsourcing, Compliance, Mergers, Joint Ventures, Innovation, Asset Management, Real Estate Transactions, Variable Annuities, Kaizen, Executive Coaching
Education
The University of Connecticut School of Law 1998 — 2000
LL.M., Insurance
Benjamin N. Cardozo School of Law, Yeshiva University 1980 — 1983
J.D.
Jelani Hicks Jelani Hicks's Transamerica Experience August 2013 - Present
Job Licensed Agent at Transamerica
Industry Financial Services
Experience
Transamerica August 2013 - Present
Big Picture Athletics January 2012 - January 2013
Michael Jordan Flight School 2012 - 2013
Dos Pueblos High School 2010 - 2012
Skills
Basketball Coaching, Personal Training, Social Networking, Leadership, Social Media, Board of Directors, Finance, Marketing, Directors of Operations, Basketball Skill..., Mentoring, Management, Personal Financial..., Sports Marketing, Sports, Sports Management, Scouting, Basketball, Sports Coaching, Athletic Training, Athletics
Education
Missouri Valley College 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Bakersfield College 2005 — 2006
Transamerica August 2013 - Present
Big Picture Athletics January 2012 - January 2013
Michael Jordan Flight School 2012 - 2013
Dos Pueblos High School 2010 - 2012
Skills
Basketball Coaching, Personal Training, Social Networking, Leadership, Social Media, Board of Directors, Finance, Marketing, Directors of Operations, Basketball Skill..., Mentoring, Management, Personal Financial..., Sports Marketing, Sports, Sports Management, Scouting, Basketball, Sports Coaching, Athletic Training, Athletics
Education
Missouri Valley College 2007 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Bakersfield College 2005 — 2006
Shu Liang Shu Liang's Transamerica Experience January 2009 - Present
Job Entrepreneur/MD
Industry Financial Services
Experience
Transamerica January 2009 - Present
Boston University (Biology Teaching Labs) June 2008 - January 2009
Boston University, Cancer Research Center August 2004 - July 2006
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis, Strategic Financial..., Financial Services, Managerial Finance, Nonprofits, Strategic Partnerships, Youth Development, Spanish, Taishan, Leadership, Management, Strategic Planning, Cross-functional Team...
Education
Boston University
Master of Public Health (MPH), International Health
University of Massachusetts Boston
Bachelor of Science (B.S.), Biology and Psychology
Transamerica January 2009 - Present
Boston University (Biology Teaching Labs) June 2008 - January 2009
Boston University, Cancer Research Center August 2004 - July 2006
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Financial Analysis, Strategic Financial..., Financial Services, Managerial Finance, Nonprofits, Strategic Partnerships, Youth Development, Spanish, Taishan, Leadership, Management, Strategic Planning, Cross-functional Team...
Education
Boston University
Master of Public Health (MPH), International Health
University of Massachusetts Boston
Bachelor of Science (B.S.), Biology and Psychology
Guynan R Harrison Guynan R Harrison's Transamerica Experience September 2012 - January 2013
Job Student Intern at Year Up
Industry Computer Software
Experience
Constellation February 2014 - Present
Year Up July 2013 - Present
Transamerica September 2012 - January 2013
Monumental Life Insurance May 2011 - August 2011
Skills
Computer Software..., PowerPoint, Microsoft Office 2007, People Skills, Photography, Program Management, Administrative..., Office Administration, Data Entry, Office Management, Time Management, Microsoft Publisher, Telephone Skills, Microsoft Word, Spreadsheets, Access, Administration, Teamwork, Outlook, Filing, Microsoft Excel, Social Networking, PeopleSoft, Customer Service
Education
Baltimore City Community College 2013 — 2013
Certificate of Basic Information Technology Skills, Computer and Information Systems Security/Information Assurance
Catonsville Community College 2011 — 2013
Art Teacher Education
Constellation February 2014 - Present
Year Up July 2013 - Present
Transamerica September 2012 - January 2013
Monumental Life Insurance May 2011 - August 2011
Skills
Computer Software..., PowerPoint, Microsoft Office 2007, People Skills, Photography, Program Management, Administrative..., Office Administration, Data Entry, Office Management, Time Management, Microsoft Publisher, Telephone Skills, Microsoft Word, Spreadsheets, Access, Administration, Teamwork, Outlook, Filing, Microsoft Excel, Social Networking, PeopleSoft, Customer Service
Education
Baltimore City Community College 2013 — 2013
Certificate of Basic Information Technology Skills, Computer and Information Systems Security/Information Assurance
Catonsville Community College 2011 — 2013
Art Teacher Education
Glen Troyer Glen Troyer's Transamerica Experience November 2010 - March 2013
Job Customer Sales & Service Representative at Local Insurance Company
Industry Insurance
Experience
Liveops Inc April 2015 - Present
Babb, Inc. January 2014 - December 2014
Transamerica November 2010 - March 2013
Allstate December 2008 - September 2010
State Farm April 2008 - December 2008
Atlantic Underwriting Agency June 2007 - March 2008
Berean Bible Church April 2004 - February 2007
Harleysville Insurance March 2002 - April 2004
National Penn December 1998 - February 2002
Allied Office Supply May 1988 - August 1988
Skills
Sales, Friendly Personality, Product Knowledge, Negotiation, Piano Playing, Motivated self-starter, Fun, Thorough Research, Leadership, Insurance, Property & Casualty..., Licensed Life & Health..., Mathematics Education, Account Management, Underwriting, Casualty, Umbrella Insurance, Term Life Insurance, Life Insurance, Liability Analysis, Legal Liability, Universal Life, Whole Life, Fixed Annuities, Long Term Care Insurance, Commercial Lines, Disability Insurance, Licensed Property &..., Licensed Life Insurance..., IRAs, Health Insurance, Long-term Care, Homeowners, Critical Illness, Variable Annuities, Life & Health Insurance..., Commercial Insurance, Roth IRA, 401k, Retirement, Health Savings Accounts, Casualty Insurance
Education
Bob Jones University 1988 — 1992
Bachelor of Arts (BA), Religion/Religious Studies
Tabernacle Christian School 1986 — 1988
High School Diploma, General Studies
Liveops Inc April 2015 - Present
Babb, Inc. January 2014 - December 2014
Transamerica November 2010 - March 2013
Allstate December 2008 - September 2010
State Farm April 2008 - December 2008
Atlantic Underwriting Agency June 2007 - March 2008
Berean Bible Church April 2004 - February 2007
Harleysville Insurance March 2002 - April 2004
National Penn December 1998 - February 2002
Allied Office Supply May 1988 - August 1988
Skills
Sales, Friendly Personality, Product Knowledge, Negotiation, Piano Playing, Motivated self-starter, Fun, Thorough Research, Leadership, Insurance, Property & Casualty..., Licensed Life & Health..., Mathematics Education, Account Management, Underwriting, Casualty, Umbrella Insurance, Term Life Insurance, Life Insurance, Liability Analysis, Legal Liability, Universal Life, Whole Life, Fixed Annuities, Long Term Care Insurance, Commercial Lines, Disability Insurance, Licensed Property &..., Licensed Life Insurance..., IRAs, Health Insurance, Long-term Care, Homeowners, Critical Illness, Variable Annuities, Life & Health Insurance..., Commercial Insurance, Roth IRA, 401k, Retirement, Health Savings Accounts, Casualty Insurance
Education
Bob Jones University 1988 — 1992
Bachelor of Arts (BA), Religion/Religious Studies
Tabernacle Christian School 1986 — 1988
High School Diploma, General Studies
Vinila Sista's Transamerica Experience August 2014 - Present
Job Analytics Enthusiast
Industry Financial Services
Experience
Transamerica August 2014 - Present
The University of Texas at Dallas August 2013 - August 2014
Dell June 2012 - June 2013
Sabre Holdings July 2011 - December 2011
suchirindia hotels and resorts(p) limited May 2009 - July 2009
Skills
Data Analysis, Market Research, Microsoft Office, Matlab, Microsoft Excel, SQL, Analysis, Economics, SAS, VBA, C, PowerPoint, RapidMiner, Analytics, Business Analysis, Business Intelligence, Data Mining
Education
The University of Texas at Dallas 2013 — 2014
Master of Science (MS), Management Information Systems, General
Birla Institute of Technology and Science 2007 — 2012
MSc, Economics
Birla Institute of Technology and Science 2007 — 2012
BE, Electronics and Instrumentation
MMHS
Transamerica August 2014 - Present
The University of Texas at Dallas August 2013 - August 2014
Dell June 2012 - June 2013
Sabre Holdings July 2011 - December 2011
suchirindia hotels and resorts(p) limited May 2009 - July 2009
Skills
Data Analysis, Market Research, Microsoft Office, Matlab, Microsoft Excel, SQL, Analysis, Economics, SAS, VBA, C, PowerPoint, RapidMiner, Analytics, Business Analysis, Business Intelligence, Data Mining
Education
The University of Texas at Dallas 2013 — 2014
Master of Science (MS), Management Information Systems, General
Birla Institute of Technology and Science 2007 — 2012
MSc, Economics
Birla Institute of Technology and Science 2007 — 2012
BE, Electronics and Instrumentation
MMHS
David J. Gross CPP, PMP's Transamerica Experience 1989 - 1993
Job Payroll Management | Accounts Payable Management | Project Management
Industry Food & Beverages
Experience
Covidien 1993 - 2013
Transamerica 1989 - 1993
General Dynamics 1985 - 1989
Skills
Project Manager..., Certified Payroll, Payroll Management, Payroll Taxes, Multi-state Payroll..., Accounts Payable..., Travel Expense..., Kaizen, Lean Management, Lean Tools, PeopleSoft 9.1, Oracle Enterprise One, Infor XM, Accounting, Payroll Conversions, Payroll, Accounts Payable, PeopleSoft, PMP, Expense Management, Business Process..., ERP, Vendor Management, Operational Excellence, Operations Management, Project Management, Strategic Planning, Human Resources
Education
Bentley University
BS, Accounting
Covidien 1993 - 2013
Transamerica 1989 - 1993
General Dynamics 1985 - 1989
Skills
Project Manager..., Certified Payroll, Payroll Management, Payroll Taxes, Multi-state Payroll..., Accounts Payable..., Travel Expense..., Kaizen, Lean Management, Lean Tools, PeopleSoft 9.1, Oracle Enterprise One, Infor XM, Accounting, Payroll Conversions, Payroll, Accounts Payable, PeopleSoft, PMP, Expense Management, Business Process..., ERP, Vendor Management, Operational Excellence, Operations Management, Project Management, Strategic Planning, Human Resources
Education
Bentley University
BS, Accounting
Yu Peng's Transamerica Experience February 2013 - Present
Job Business Instructor at Metropolitan Learning Institute
Industry Financial Services
Experience
Metropolitan Learning Institute October 2013 - Present
Transamerica February 2013 - Present
Cambridge Educational Services April 2013 - June 2013
BELL (Building Educated Leaders for Life) at PS 111 September 2012 - December 2012
Pappyland Fanclub Management at Latham October 2009 - December 2012
Sunshine Academy September 2011 - October 2012
Joyce Barrie and Friends Online Radio August 2011 - July 2012
Liberty Learning Lab February 2011 - June 2012
MacDougal Street Synagogue ( Real Estate Company) September 2010 - December 2010
Baruch College February 2009 - June 2009
Skills
Research, Social Media, Microsoft Office, Data Analysis, Teaching, English, Microsoft Excel, PowerPoint, Management Consulting, Financial Analysis, Staff Development, Microsoft Word, Finance, Customer Service, Video Editing, Troubleshooting and..., Adobe, Pivotal Tables, Regression Analysis, Investment Banking, Financial Advisory, Argus Modeling, Public Speaking, Analysis, Accounting, Event Planning, Editing, Economics, Teamwork, Financial Reporting, Marketing, Outlook, Social Networking, Mandarin, Peachtree, Payroll, Quickbooks 2014
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2009
Bachelor, Finance/Investment
Francis Lewis High School 2000 — 2004
H.S Diploma
Metropolitan Learning Institute October 2013 - Present
Transamerica February 2013 - Present
Cambridge Educational Services April 2013 - June 2013
BELL (Building Educated Leaders for Life) at PS 111 September 2012 - December 2012
Pappyland Fanclub Management at Latham October 2009 - December 2012
Sunshine Academy September 2011 - October 2012
Joyce Barrie and Friends Online Radio August 2011 - July 2012
Liberty Learning Lab February 2011 - June 2012
MacDougal Street Synagogue ( Real Estate Company) September 2010 - December 2010
Baruch College February 2009 - June 2009
Skills
Research, Social Media, Microsoft Office, Data Analysis, Teaching, English, Microsoft Excel, PowerPoint, Management Consulting, Financial Analysis, Staff Development, Microsoft Word, Finance, Customer Service, Video Editing, Troubleshooting and..., Adobe, Pivotal Tables, Regression Analysis, Investment Banking, Financial Advisory, Argus Modeling, Public Speaking, Analysis, Accounting, Event Planning, Editing, Economics, Teamwork, Financial Reporting, Marketing, Outlook, Social Networking, Mandarin, Peachtree, Payroll, Quickbooks 2014
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2009
Bachelor, Finance/Investment
Francis Lewis High School 2000 — 2004
H.S Diploma
Sarah Solmonson Sarah Solmonson's Transamerica Experience January 2012 - April 2014
Job StayAtHomeMom, Writer and Photographer
Industry Writing and Editing
Experience
Skate With Weezy/Weezy's Skating Academy June 2014 - August 2015
www.sarahsolmonson.com October 2012 - August 2014
Transamerica January 2012 - April 2014
Transamerica November 2010 - April 2014
New Horizon Academy November 2005 - October 2010
Kinderberry Hill December 2004 - November 2005
Crossview Early Childhood Center April 2003 - June 2005
Skills
Customer Service, Public Speaking, Strategic Planning, Team Building, Event Planning, Corporate Social..., Creative Writing, Social Media Marketing, Event Management, Internal Communications, Early Childhood..., Microsoft Office, Creative Problem Solving, Leadership Development, Coaching, Project Management, Business Development, Customer Satisfaction, CRM, Direct Marketing, Outlook, Marketing Communications, Public Relations, Team Leadership, Events Coordination, Teaching Writing, Marketing Copy, Copywriting, Marketing, Photography
Education
Augsburg College 2008 — 2010
Bachelor's Degree, English Literature
Hennepin Technical College 2003 — 2004
Photography
Chaska High School 1999 — 2002
Diploma
Skate With Weezy/Weezy's Skating Academy June 2014 - August 2015
www.sarahsolmonson.com October 2012 - August 2014
Transamerica January 2012 - April 2014
Transamerica November 2010 - April 2014
New Horizon Academy November 2005 - October 2010
Kinderberry Hill December 2004 - November 2005
Crossview Early Childhood Center April 2003 - June 2005
Skills
Customer Service, Public Speaking, Strategic Planning, Team Building, Event Planning, Corporate Social..., Creative Writing, Social Media Marketing, Event Management, Internal Communications, Early Childhood..., Microsoft Office, Creative Problem Solving, Leadership Development, Coaching, Project Management, Business Development, Customer Satisfaction, CRM, Direct Marketing, Outlook, Marketing Communications, Public Relations, Team Leadership, Events Coordination, Teaching Writing, Marketing Copy, Copywriting, Marketing, Photography
Education
Augsburg College 2008 — 2010
Bachelor's Degree, English Literature
Hennepin Technical College 2003 — 2004
Photography
Chaska High School 1999 — 2002
Diploma
Kanthi Mg Kanthi Mg's Transamerica Experience April 2015 - Present
Job Senior Automation Engineer
Industry Information Technology and Services
Experience
Transamerica April 2015 - Present
Tata Consultancy Services August 2012 - March 2015
TCS August 2008 - March 2015
Skills
Unix, Java, SQL, PL/SQL, C, Oracle, JSP, Requirements Analysis, JavaScript, Servlets, Eclipse, XML, Agile Methodologies, MySQL, Linux, Test Automation, Quality Center, Testing, Shell Scripting, HP Quality Center
Education
B. M. S. College of Engineering 2005 — 2008
MCA, Master of Computer Applications
L B & S B S College
Bachelor's degree, BSc
Transamerica April 2015 - Present
Tata Consultancy Services August 2012 - March 2015
TCS August 2008 - March 2015
Skills
Unix, Java, SQL, PL/SQL, C, Oracle, JSP, Requirements Analysis, JavaScript, Servlets, Eclipse, XML, Agile Methodologies, MySQL, Linux, Test Automation, Quality Center, Testing, Shell Scripting, HP Quality Center
Education
B. M. S. College of Engineering 2005 — 2008
MCA, Master of Computer Applications
L B & S B S College
Bachelor's degree, BSc
Mohib Hassan's Transamerica Experience April 2015 - Present
Job Risk Analyst at Transamerica
Industry Insurance
Experience
Transamerica April 2015 - Present
Boston University August 2014 - January 2015
Allianz EFU Health Insurance Limited July 2014 - August 2014
EFU Life Assurance Ltd. June 2014 - July 2014
Boston University January 2014 - May 2014
Private Individual August 2013 - January 2014
FirstWater Pvt Ltd June 2013 - July 2013
EUYSRA January 2012 - May 2013
JPMorgan Chase July 2012 - August 2012
ICAP, SIUT, Bank Alfalah Ltd, Habib Oil Mills November 2008 - September 2011
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Project Management, Accounting, Business Strategy, Research, Project Planning, Strategic Planning, Teamwork, Microsoft Word, Risk Management, Access, PowerPoint, Management, Programming, Matlab, Auditing, International Shipping, International Sales, Business Development, Business Planning, CSS, Business Analysis, C, Team Leadership, Team Management, SQL, VBA, Networking, Information Technology, Time Management, English, Teaching, Maple, SAS, Analysis, Public Speaking, Economics, Customer Service, C++, Cocoa, Microsoft SQL Server, Statistics
Education
Boston University 2013 — 2014
Master's degree, Actuarial Science, Cum Laude
University of Edinburgh 2009 — 2013
BSc, Mathematics and Management
Karachi Grammar School 2002 — 2009
High School
Transamerica April 2015 - Present
Boston University August 2014 - January 2015
Allianz EFU Health Insurance Limited July 2014 - August 2014
EFU Life Assurance Ltd. June 2014 - July 2014
Boston University January 2014 - May 2014
Private Individual August 2013 - January 2014
FirstWater Pvt Ltd June 2013 - July 2013
EUYSRA January 2012 - May 2013
JPMorgan Chase July 2012 - August 2012
ICAP, SIUT, Bank Alfalah Ltd, Habib Oil Mills November 2008 - September 2011
Skills
Microsoft Office, Microsoft Excel, Data Analysis, Project Management, Accounting, Business Strategy, Research, Project Planning, Strategic Planning, Teamwork, Microsoft Word, Risk Management, Access, PowerPoint, Management, Programming, Matlab, Auditing, International Shipping, International Sales, Business Development, Business Planning, CSS, Business Analysis, C, Team Leadership, Team Management, SQL, VBA, Networking, Information Technology, Time Management, English, Teaching, Maple, SAS, Analysis, Public Speaking, Economics, Customer Service, C++, Cocoa, Microsoft SQL Server, Statistics
Education
Boston University 2013 — 2014
Master's degree, Actuarial Science, Cum Laude
University of Edinburgh 2009 — 2013
BSc, Mathematics and Management
Karachi Grammar School 2002 — 2009
High School
Chloe Huang Chloe Huang's Transamerica Experience October 2012 - February 2013
Job Account Representative at TD
Industry Marketing and Advertising
Experience
TD Bank June 2015 - Present
Immigrant Advancement Matters (Non-profit) February 2015 - June 2015
Macy's November 2014 - February 2015
SellUp September 2014 - November 2014
TogoWriter June 2014 - August 2014
GMAT PILL March 2014 - May 2014
Transamerica October 2012 - February 2013
Sirota Law Firm, P.C. July 2012 - September 2012
Skills
Retail Banking, Customer Relations, Social Media, Email Marketing, Blogging, Outlook, Financial Analysis, Google Adwords, Adobe Creative Suite, Online Marketing, Social Media Marketing
Education
City University of New York-Baruch College 2011 — 2015
Bachelor's degree, Marketing
TD Bank June 2015 - Present
Immigrant Advancement Matters (Non-profit) February 2015 - June 2015
Macy's November 2014 - February 2015
SellUp September 2014 - November 2014
TogoWriter June 2014 - August 2014
GMAT PILL March 2014 - May 2014
Transamerica October 2012 - February 2013
Sirota Law Firm, P.C. July 2012 - September 2012
Skills
Retail Banking, Customer Relations, Social Media, Email Marketing, Blogging, Outlook, Financial Analysis, Google Adwords, Adobe Creative Suite, Online Marketing, Social Media Marketing
Education
City University of New York-Baruch College 2011 — 2015
Bachelor's degree, Marketing
DMareo Majors DMareo Majors's Transamerica Experience September 2014 - Present
Job Financial Consultant at Transamerica
Industry Marketing and Advertising
Experience
Transamerica September 2014 - Present
Men's Wearhouse April 2013 - September 2014
Men's Wearhouse April 2013 - September 2014
HCA May 2012 - August 2012
INROADS 2012 - 2012
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Leadership Development, Teaching, Social Networking, Leadership, Inventory Management, Access, Strategic Planning, Team Building, Research, Recruiting, Event Management, Community Outreach, Outlook, Healthcare, Event Planning, Marketing, Process Improvement, Social Media, Public Speaking, Data Entry, Public Relations, Team Leadership, Coaching, Non-profits, Customer Satisfaction, Time Management, Data Analysis, Fundraising, Teamwork, HIPAA, Facebook, Program Development, Spanish, Social Media Marketing, Healthcare Management, Training, Management, Software Documentation, Cpr Certified, Process Scheduler, Staff Development, Advertising, Critical Thinking, Project Planning, Sales
Education
Austin Peay State University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, Senior
Transamerica September 2014 - Present
Men's Wearhouse April 2013 - September 2014
Men's Wearhouse April 2013 - September 2014
HCA May 2012 - August 2012
INROADS 2012 - 2012
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Microsoft Excel, Leadership Development, Teaching, Social Networking, Leadership, Inventory Management, Access, Strategic Planning, Team Building, Research, Recruiting, Event Management, Community Outreach, Outlook, Healthcare, Event Planning, Marketing, Process Improvement, Social Media, Public Speaking, Data Entry, Public Relations, Team Leadership, Coaching, Non-profits, Customer Satisfaction, Time Management, Data Analysis, Fundraising, Teamwork, HIPAA, Facebook, Program Development, Spanish, Social Media Marketing, Healthcare Management, Training, Management, Software Documentation, Cpr Certified, Process Scheduler, Staff Development, Advertising, Critical Thinking, Project Planning, Sales
Education
Austin Peay State University 2008 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, Senior
Jim Eubanks Jim Eubanks's Transamerica Experience January 2013 - July 2013
Job Human Resources Executive
Industry Financial Services
Experience
Transamerica January 2013 - July 2013
Bank of America 1989 - 2011
Skills
HR Strategy, Talent Acquisition, Banking, Compensation Planning, HR Policies, Performance Management, Employee Relations, Succession Planning, Recruitment/Retention, Global HR, Talent Development, Organizational..., Learning, Business Strategy, Profit Center Management, Human Resources, Talent Management, Recruiting, Commercial Banking, Culture Change, Financial Services, HR Consulting, Personnel Management, Change Management, Credit, Deferred Compensation, Employee Engagement, Organizational Design, Temporary Placement, Workforce Planning, Employee Benefits, HRIS
Education
Barton College
BS,, Business Administration, cum laude
University of Virginia
Graduate School of Bank Management, Banking
Transamerica January 2013 - July 2013
Bank of America 1989 - 2011
Skills
HR Strategy, Talent Acquisition, Banking, Compensation Planning, HR Policies, Performance Management, Employee Relations, Succession Planning, Recruitment/Retention, Global HR, Talent Development, Organizational..., Learning, Business Strategy, Profit Center Management, Human Resources, Talent Management, Recruiting, Commercial Banking, Culture Change, Financial Services, HR Consulting, Personnel Management, Change Management, Credit, Deferred Compensation, Employee Engagement, Organizational Design, Temporary Placement, Workforce Planning, Employee Benefits, HRIS
Education
Barton College
BS,, Business Administration, cum laude
University of Virginia
Graduate School of Bank Management, Banking
Eric Lindgren Eric Lindgren's Transamerica Experience 1998 - 1999
Job Executive Vice President, CIO at Clean Harbors
Industry Medical Devices
Experience
Clean Harbors May 2014 - Present
PerkinElmer June 2007 - May 2014
Honeywell ECC 2005 - 2007
Honeywell CPG 2001 - 2005
Honeywell CPG June 1999 - June 2001
Transamerica 1998 - 1999
Pepsi Bottling Group 1996 - 1998
PepsiCo 1992 - 1994
Andersen Consulting 1990 - 1992
Skills
Strategic Leadership, Executive Management, ERP, IT Strategy, Global Management, Six Sigma, Business Intelligence, Leadership, Process Improvement, Change Management, Outsourcing, Integration, Strategy, Strategic Planning, Mergers & Acquisitions, Management, Cross-functional Team..., Vendor Management, Business Strategy, Budgets, Business Transformation, Virtualization
Education
Boston University 2005 — 2006
MBA (summa cum laude)
Worcester Polytechnic Institute 1986 — 1990
B.S., Manufacturing Systems Eng.
Clean Harbors May 2014 - Present
PerkinElmer June 2007 - May 2014
Honeywell ECC 2005 - 2007
Honeywell CPG 2001 - 2005
Honeywell CPG June 1999 - June 2001
Transamerica 1998 - 1999
Pepsi Bottling Group 1996 - 1998
PepsiCo 1992 - 1994
Andersen Consulting 1990 - 1992
Skills
Strategic Leadership, Executive Management, ERP, IT Strategy, Global Management, Six Sigma, Business Intelligence, Leadership, Process Improvement, Change Management, Outsourcing, Integration, Strategy, Strategic Planning, Mergers & Acquisitions, Management, Cross-functional Team..., Vendor Management, Business Strategy, Budgets, Business Transformation, Virtualization
Education
Boston University 2005 — 2006
MBA (summa cum laude)
Worcester Polytechnic Institute 1986 — 1990
B.S., Manufacturing Systems Eng.
Gay Groomes Gay Groomes's Transamerica Experience January 2006 - December 2011
Job Corporate Communication Strategist at Plaza Home Mortgage
Industry Marketing and Advertising
Experience
Transamerica January 2006 - December 2011
Evison Bain Communications 2001 - 2006
Ketchum Sheppard 1997 - 2001
Anna Jaques Hospital and Health Foundation 1992 - 1997
Skills
Corporate Communications, Internal Communications, Corporate Social..., Crisis Communications, Mergers, Public Relations, Writing, Strategic Communications, Planning, Media Relations, Marketing Communications, Event Management, Strategic Planning, Event Planning, Editing, Strategy, Marketing, Advertising, Social Media, Nonprofits, Management, Publishing
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
Certificate, Corporate Citzenship Management
Edinboro University of Pennsylvania
BA, English
University of Oxford
Summer Study, Comparative Government
Transamerica January 2006 - December 2011
Evison Bain Communications 2001 - 2006
Ketchum Sheppard 1997 - 2001
Anna Jaques Hospital and Health Foundation 1992 - 1997
Skills
Corporate Communications, Internal Communications, Corporate Social..., Crisis Communications, Mergers, Public Relations, Writing, Strategic Communications, Planning, Media Relations, Marketing Communications, Event Management, Strategic Planning, Event Planning, Editing, Strategy, Marketing, Advertising, Social Media, Nonprofits, Management, Publishing
Education
Boston College - Wallace E. Carroll Graduate School of Management 2008 — 2009
Certificate, Corporate Citzenship Management
Edinboro University of Pennsylvania
BA, English
University of Oxford
Summer Study, Comparative Government
Chip Nardi's Transamerica Experience January 2015 - Present
Job Head of Operational Risk Management at Transamerica
Industry Financial Services
Experience
Transamerica January 2015 - Present
Transamerica January 2013 - December 2014
Transamerica Retirement Solutions January 1998 - December 2012
Diversified Investment Advisors January 1993 - December 1998
Mutual of New York January 1990 - December 1992
Mutual of New York June 1985 - December 1989
Skills
Mutual Funds, Financial Analysis, Process Improvement, Financial Reporting, Finance, Financial Risk, Sarbanes-Oxley Act, Strategic Financial..., Internal Controls, Auditing, Forecasting, Sarbanes-Oxley, Operational Risk..., Financial Planning, Accounting
Education
Bentley University 1980 — 1984
Bachelor of Science (BS), Accounting
Port Chester High School
Transamerica January 2015 - Present
Transamerica January 2013 - December 2014
Transamerica Retirement Solutions January 1998 - December 2012
Diversified Investment Advisors January 1993 - December 1998
Mutual of New York January 1990 - December 1992
Mutual of New York June 1985 - December 1989
Skills
Mutual Funds, Financial Analysis, Process Improvement, Financial Reporting, Finance, Financial Risk, Sarbanes-Oxley Act, Strategic Financial..., Internal Controls, Auditing, Forecasting, Sarbanes-Oxley, Operational Risk..., Financial Planning, Accounting
Education
Bentley University 1980 — 1984
Bachelor of Science (BS), Accounting
Port Chester High School
Greg Lange's Transamerica Experience 1997 - 2004
Job Registered Investment Advisor
Industry Investment Management
Experience
Forrest T. Jones August 2014 - Present
Forrest T. Jones February 2010 - January 2014
Americo Financial Life and Annuity 2004 - 2008
Transamerica 1997 - 2004
Skills
Insurance, Process Improvement, Coaching, Sales Management, Sales, Business Analysis, Team Building, SDLC, Analysis, Vendor Management, Project Management, Training, New Business Development, Access, Microsoft Word, Leadership, Strategic Planning, Team Leadership, Microsoft Excel, Customer Service, Employee Benefits, Call Centers, Outlook, Software Documentation, Change Management, Fixed Annuities, Management, Microsoft Office, PowerPoint, Risk Management, Visio
Education
Benedictine College 1987 — 1991
BA, Business Admin, Finance
Bishop Ward High School 1984 — 1987
Forrest T. Jones August 2014 - Present
Forrest T. Jones February 2010 - January 2014
Americo Financial Life and Annuity 2004 - 2008
Transamerica 1997 - 2004
Skills
Insurance, Process Improvement, Coaching, Sales Management, Sales, Business Analysis, Team Building, SDLC, Analysis, Vendor Management, Project Management, Training, New Business Development, Access, Microsoft Word, Leadership, Strategic Planning, Team Leadership, Microsoft Excel, Customer Service, Employee Benefits, Call Centers, Outlook, Software Documentation, Change Management, Fixed Annuities, Management, Microsoft Office, PowerPoint, Risk Management, Visio
Education
Benedictine College 1987 — 1991
BA, Business Admin, Finance
Bishop Ward High School 1984 — 1987
Naomi Chaney Naomi Chaney's Transamerica Experience March 2014 - Present
Job Life & Protections at Transamerica
Industry Civic & Social Organization
Experience
Transamerica March 2014 - Present
couponaholic.net January 2012 - Present
Jim Anderson for St Pete Beach City Commission December 2013 - March 2014
Jon Paul Rosa for Clearwater City Council December 2013 - March 2014
Joe Barkley for Belleair Bluffs City Commission December 2013 - March 2014
Capital One July 2013 - January 2014
Westin Hotels & Resorts August 2012 - July 2013
Gabby McGee for Oldsmar City Council Seat 3 December 2012 - March 2013
Starbucks July 2009 - August 2012
University of South Florida May 2009 - November 2010
Skills
Video Games, Social Networking, Campaign Management, Customer Service, Social Media, Facebook, Quality Assurance, Management, Microsoft Excel, Marketing, Votebuilder, Voter Contact, Voter Registration, Voter Education, Political Campaigns
Education
University of South Florida 2008 — 2010
BA, Social Work, Political Science
Berklee College of Music 2007 — 2008
Associate of Science (A.S.), Music Business
Transamerica March 2014 - Present
couponaholic.net January 2012 - Present
Jim Anderson for St Pete Beach City Commission December 2013 - March 2014
Jon Paul Rosa for Clearwater City Council December 2013 - March 2014
Joe Barkley for Belleair Bluffs City Commission December 2013 - March 2014
Capital One July 2013 - January 2014
Westin Hotels & Resorts August 2012 - July 2013
Gabby McGee for Oldsmar City Council Seat 3 December 2012 - March 2013
Starbucks July 2009 - August 2012
University of South Florida May 2009 - November 2010
Skills
Video Games, Social Networking, Campaign Management, Customer Service, Social Media, Facebook, Quality Assurance, Management, Microsoft Excel, Marketing, Votebuilder, Voter Contact, Voter Registration, Voter Education, Political Campaigns
Education
University of South Florida 2008 — 2010
BA, Social Work, Political Science
Berklee College of Music 2007 — 2008
Associate of Science (A.S.), Music Business
David Iglicki David Iglicki's Transamerica Experience June 2015 - Present
Job Manager, I&R Distribution Training & Development
Industry Financial Services
Experience
Transamerica June 2015 - Present
Transamerica February 2014 - June 2015
TransFirst May 2012 - January 2014
LeaderQuest February 2012 - May 2012
Great-West Life & Annuity August 2004 - October 2011
MCI October 1994 - June 2004
Stone Mountain Builders April 1992 - September 1994
Skills
Results Oriented, Strategic Consulting, Business Acumen, Competency Mapping, Analytical Decision..., Needs Assessment, Program Design, Instructional Design, Customer Service, Sales Skills Training, E-learning Development, Large Group Facilitation, Program Facilitation, Adult Learning, Knowledge Management, Workshop Facilitation, Leadership Development, E-Learning, Program Management, Talent Management, Adult Education, Performance Management, Organizational..., Succession Planning, Team Leadership, Employee Engagement, Training, Selling Skills, Leadership, Training Delivery, Executive Coaching, Sales Management, Coaching, Change Management, Human Resources, Management, Strategy, Employee Training, Organizational Design, Sales Process, Business Planning, Sales
Education
Center for the Media Arts 1985 — 1988
Audio Engineering
City University of New York-Baruch College - Zicklin School of Business 1984 — 1985
International Marketing
Transamerica June 2015 - Present
Transamerica February 2014 - June 2015
TransFirst May 2012 - January 2014
LeaderQuest February 2012 - May 2012
Great-West Life & Annuity August 2004 - October 2011
MCI October 1994 - June 2004
Stone Mountain Builders April 1992 - September 1994
Skills
Results Oriented, Strategic Consulting, Business Acumen, Competency Mapping, Analytical Decision..., Needs Assessment, Program Design, Instructional Design, Customer Service, Sales Skills Training, E-learning Development, Large Group Facilitation, Program Facilitation, Adult Learning, Knowledge Management, Workshop Facilitation, Leadership Development, E-Learning, Program Management, Talent Management, Adult Education, Performance Management, Organizational..., Succession Planning, Team Leadership, Employee Engagement, Training, Selling Skills, Leadership, Training Delivery, Executive Coaching, Sales Management, Coaching, Change Management, Human Resources, Management, Strategy, Employee Training, Organizational Design, Sales Process, Business Planning, Sales
Education
Center for the Media Arts 1985 — 1988
Audio Engineering
City University of New York-Baruch College - Zicklin School of Business 1984 — 1985
International Marketing
Ruth Schau's Transamerica Experience 1983 - 1984
Job Senior Director at TIAACREF
Industry Human Resources
Experience
TIAA-CREF October 2014 - Present
Mercer April 2013 - October 2014
Aon Hewitt October 2007 - April 2013
Towers Perrin October 1996 - September 2007
KPMG Peat Marwick October 1988 - October 1996
Transamerica 1983 - 1984
Skills
Retirement Strategy, Broad DC Consultant, DB Actuary, Higher Education/Shared..., Team Management, Public Speaking, Pensions, Defined Benefit, Benefits Administration, 401k, Leadership, Retirement Plan..., Health Insurance, Retirement, Actuarial Science, HRIS, Management, ERISA, Business Planning, Human Resources, Strategy, Employee Benefits
Education
Ball State University 1979 — 1983
BA, Actuarial Science, Spanish, Business
TIAA-CREF October 2014 - Present
Mercer April 2013 - October 2014
Aon Hewitt October 2007 - April 2013
Towers Perrin October 1996 - September 2007
KPMG Peat Marwick October 1988 - October 1996
Transamerica 1983 - 1984
Skills
Retirement Strategy, Broad DC Consultant, DB Actuary, Higher Education/Shared..., Team Management, Public Speaking, Pensions, Defined Benefit, Benefits Administration, 401k, Leadership, Retirement Plan..., Health Insurance, Retirement, Actuarial Science, HRIS, Management, ERISA, Business Planning, Human Resources, Strategy, Employee Benefits
Education
Ball State University 1979 — 1983
BA, Actuarial Science, Spanish, Business
Krishna Subramanian Krishna Subramanian's Transamerica Experience December 2014 - Present
Job Lead Information Technology Architect(Transamerica Technology) at Transamerica
Industry Insurance
Experience
Transamerica December 2014 - Present
Transamerica June 2012 - Present
Transamerica August 2007 - June 2012
JPMorgan Chase July 2004 - August 2007
Skills
.NET, Oracle, SDLC, DB2, Requirements Gathering, Data Modeling, Analysis, Requirements Analysis, PL/SQL, Data Warehousing, SOA, Visio, Software Project..., Enterprise Architecture, Sun Certified Java..., Oracle Certified DBA, JCL, COBOL, User Acceptance Testing, Crystal Reports, Unix, Agile Methodologies, Databases, CCNA, C++, VB.NET, Business Objects, Cognos, Spring, TFS, Java, J2EE Application..., Visual Studio, ESB, WebSphere Application..., Informatica, Salesforce.com, Tableau, SAP Data Services, SSRS, SSIS, SSAS, Web Services, Java Enterprise Edition, Websphere, Architectures, Business Requirements, ETL, REST, Solution Architecture
Education
University of Iowa 2008 — 2010
MBA, Finance
Bharathiar University 2000 — 2004
BS, Computer Science
Transamerica December 2014 - Present
Transamerica June 2012 - Present
Transamerica August 2007 - June 2012
JPMorgan Chase July 2004 - August 2007
Skills
.NET, Oracle, SDLC, DB2, Requirements Gathering, Data Modeling, Analysis, Requirements Analysis, PL/SQL, Data Warehousing, SOA, Visio, Software Project..., Enterprise Architecture, Sun Certified Java..., Oracle Certified DBA, JCL, COBOL, User Acceptance Testing, Crystal Reports, Unix, Agile Methodologies, Databases, CCNA, C++, VB.NET, Business Objects, Cognos, Spring, TFS, Java, J2EE Application..., Visual Studio, ESB, WebSphere Application..., Informatica, Salesforce.com, Tableau, SAP Data Services, SSRS, SSIS, SSAS, Web Services, Java Enterprise Edition, Websphere, Architectures, Business Requirements, ETL, REST, Solution Architecture
Education
University of Iowa 2008 — 2010
MBA, Finance
Bharathiar University 2000 — 2004
BS, Computer Science
Joe Elder Joe Elder's Transamerica Experience April 1991 - August 1992
Job Director, Product Management, DEF at CF Industries
Industry Chemicals
Experience
CF Industries June 2014 - Present
CF Industries July 2010 - June 2014
CF Industries July 2005 - October 2010
CF Industries September 1992 - July 2005
Transamerica April 1991 - August 1992
Recon Optical July 1985 - April 1991
Skills
Product Management, Leadership, Sales, Cross-functional Team..., Process Improvement, Product Development, Pricing, Strategic Planning, SAP, Forecasting, Project Management, Business Intelligence
Education
Northern Illinois University - College of Business 2000 — 2004
MBA
Augustana College 1981 — 1985
B.A., Mathematics/Computer Science, Accounting
CF Industries June 2014 - Present
CF Industries July 2010 - June 2014
CF Industries July 2005 - October 2010
CF Industries September 1992 - July 2005
Transamerica April 1991 - August 1992
Recon Optical July 1985 - April 1991
Skills
Product Management, Leadership, Sales, Cross-functional Team..., Process Improvement, Product Development, Pricing, Strategic Planning, SAP, Forecasting, Project Management, Business Intelligence
Education
Northern Illinois University - College of Business 2000 — 2004
MBA
Augustana College 1981 — 1985
B.A., Mathematics/Computer Science, Accounting
Wayne Worthington, CFA Wayne Worthington, CFA's Transamerica Experience December 2012 - Present
Job Vice President, Financial Institutions at Transamerica
Industry Financial Services
Experience
Transamerica December 2012 - Present
CFA Society of Iowa, Board of Directors July 2012 - Present
Transamerica March 2007 - December 2012
Wayne Engineering Corporation 1991 - 2006
Skills
Mergers, Strategic Planning, Capital Markets, Project Management, Investment Management, Asset Managment, Investments, Financial Analysis, Valuation, Corporate Finance, Manufacturing Operations, Operations Management, Manufacturing, Business Development, Analysis, Asset Management, Management, Mergers & Acquisitions, New Business Development, Start-ups
Education
CFA Institute 2009 — 2012
Charterholder & Board of Directors, Capital Markets and Financial Analysis
Boston University - School of Management
MBA, Finance, Operations
Iowa State University
BS, Metallurgical Engineering
Transamerica December 2012 - Present
CFA Society of Iowa, Board of Directors July 2012 - Present
Transamerica March 2007 - December 2012
Wayne Engineering Corporation 1991 - 2006
Skills
Mergers, Strategic Planning, Capital Markets, Project Management, Investment Management, Asset Managment, Investments, Financial Analysis, Valuation, Corporate Finance, Manufacturing Operations, Operations Management, Manufacturing, Business Development, Analysis, Asset Management, Management, Mergers & Acquisitions, New Business Development, Start-ups
Education
CFA Institute 2009 — 2012
Charterholder & Board of Directors, Capital Markets and Financial Analysis
Boston University - School of Management
MBA, Finance, Operations
Iowa State University
BS, Metallurgical Engineering
Kurt A. Hildebrand, MBA, MFP, RFP Kurt A. Hildebrand, MBA, MFP, RFP's Transamerica Experience November 2011 - April 2012
Job Financial Planner & C.E.O.
Industry Financial Services
Experience
Hildebrand Financial Group, LLC November 2006 - Present
Capital City Partners August 2015 - Present
Skylight Financial Group February 2015 - July 2015
Capital City Partners June 2009 - February 2015
Transamerica November 2011 - April 2012
AmeriLife Group LLC May 2009 - October 2009
LPL Financial May 2007 - June 2009
New York Life Insurance Company August 2003 - May 2007
Skills
Estate Planning, Disability Insurance, Long-term Care, Insurance, Health Insurance, Fixed Annuities, Term Life Insurance, Life Insurance, Long Term Care Insurance, Series 7, Whole Life, Finance, Universal Life, Series 63, Small Business, Employee Benefits, Critical Illness, MFP (Master Financial..., RFP (Registered..., LTCP (Long Term Care..., LUTCF (Life..., FAAFM (Fellow of the..., Series 26, Life, Health, &..., Property & Casualty..., Long Term Care, Investment Products, Business Overhead..., Investments
Education
Ohio Dominican University 2006 — 2007
MBA, Business and Financial Planning
The American College 2003 — 2007
LUTCF & ChFC, Financial Planning and Services
Bowling Green State University 1997 — 2003
Bachelor's Degree, Interpersonal Communication
The Ohio State University 2001 — 2002
Guest Student, Psychology
Mount Gilead High School 1993 — 1997
High School Diploma, College Prep.
Hildebrand Financial Group, LLC November 2006 - Present
Capital City Partners August 2015 - Present
Skylight Financial Group February 2015 - July 2015
Capital City Partners June 2009 - February 2015
Transamerica November 2011 - April 2012
AmeriLife Group LLC May 2009 - October 2009
LPL Financial May 2007 - June 2009
New York Life Insurance Company August 2003 - May 2007
Skills
Estate Planning, Disability Insurance, Long-term Care, Insurance, Health Insurance, Fixed Annuities, Term Life Insurance, Life Insurance, Long Term Care Insurance, Series 7, Whole Life, Finance, Universal Life, Series 63, Small Business, Employee Benefits, Critical Illness, MFP (Master Financial..., RFP (Registered..., LTCP (Long Term Care..., LUTCF (Life..., FAAFM (Fellow of the..., Series 26, Life, Health, &..., Property & Casualty..., Long Term Care, Investment Products, Business Overhead..., Investments
Education
Ohio Dominican University 2006 — 2007
MBA, Business and Financial Planning
The American College 2003 — 2007
LUTCF & ChFC, Financial Planning and Services
Bowling Green State University 1997 — 2003
Bachelor's Degree, Interpersonal Communication
The Ohio State University 2001 — 2002
Guest Student, Psychology
Mount Gilead High School 1993 — 1997
High School Diploma, College Prep.
Wayne Whitmire Wayne Whitmire's Transamerica Experience March 2015 - Present
Job Vice President, Marketing Operations at Transamerica
Industry Financial Services
Experience
Transamerica March 2015 - Present
Dell August 2014 - February 2015
National Western Life Insurance Company June 2011 - April 2014
Avid Media Ventures January 2010 - June 2011
American General Life Companies June 2008 - September 2009
TributeDirect June 2007 - May 2008
Financial Industries Corporation April 2004 - May 2007
FIC Insurance Group January 2000 - January 2004
Investors Life Insurance Company of North America January 1998 - January 2000
Skills
Business Development, Strategic Planning, Project Management, Product Development, Training, Technology..., Analysis, Budgets, Business Intelligence, Business Process..., Business Strategy, Commercialization, Competitive Analysis, Cross-functional Team..., Employee Training, Enterprise Software, Entrepreneurship, Insurance, Integrated Marketing, Leadership, Management, Marketing, Negotiation, New Business Development, Process Improvement, Program Management, Quality Assurance, Sales, Software Documentation, Start-ups, Strategy, Team Building
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2012
Masters of Science
Texas State University-San Marcos 1995 — 1998
McCoy College of Business Administration
Austin College 1988 — 1992
BA
Transamerica March 2015 - Present
Dell August 2014 - February 2015
National Western Life Insurance Company June 2011 - April 2014
Avid Media Ventures January 2010 - June 2011
American General Life Companies June 2008 - September 2009
TributeDirect June 2007 - May 2008
Financial Industries Corporation April 2004 - May 2007
FIC Insurance Group January 2000 - January 2004
Investors Life Insurance Company of North America January 1998 - January 2000
Skills
Business Development, Strategic Planning, Project Management, Product Development, Training, Technology..., Analysis, Budgets, Business Intelligence, Business Process..., Business Strategy, Commercialization, Competitive Analysis, Cross-functional Team..., Employee Training, Enterprise Software, Entrepreneurship, Insurance, Integrated Marketing, Leadership, Management, Marketing, Negotiation, New Business Development, Process Improvement, Program Management, Quality Assurance, Sales, Software Documentation, Start-ups, Strategy, Team Building
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2012
Masters of Science
Texas State University-San Marcos 1995 — 1998
McCoy College of Business Administration
Austin College 1988 — 1992
BA
Jeff Thielscher Jeff Thielscher's Transamerica Experience July 2013 - January 2014
Job Managing Director at GoLiveStream LLC
Industry Internet
Experience
www.golivestream.tv 2006 - Present
Transamerica July 2013 - January 2014
Allianz Life 2003 - 2012
Skills
Video Production, Fixed Annuities, Life Insurance, Insurance, Social Networking, Online Marketing, Social Media Marketing, Marketing, Social Media, Email Marketing, Advertising, Entrepreneurship, Sales, Website Development, Online Advertising, Marketing Strategy, Content Strategy, Video, Digital Media, Facebook, Public Relations, Blogging, Brand Development, Marketing Communications
Education
California State University-Bakersfield 1982 — 1989
Business Administration, Management and Operations
Bakersfield College
Associate of Science (A.S.), Forestry
www.golivestream.tv 2006 - Present
Transamerica July 2013 - January 2014
Allianz Life 2003 - 2012
Skills
Video Production, Fixed Annuities, Life Insurance, Insurance, Social Networking, Online Marketing, Social Media Marketing, Marketing, Social Media, Email Marketing, Advertising, Entrepreneurship, Sales, Website Development, Online Advertising, Marketing Strategy, Content Strategy, Video, Digital Media, Facebook, Public Relations, Blogging, Brand Development, Marketing Communications
Education
California State University-Bakersfield 1982 — 1989
Business Administration, Management and Operations
Bakersfield College
Associate of Science (A.S.), Forestry
Dee Elser's Transamerica Experience May 2015 - Present
Job Director of Marketing and Sales at SKELETONS:Animals Unveiled
Industry Hospitality
Experience
SKELETONS:Animals Unveiled August 2015 - Present
Transamerica May 2015 - Present
Aflac January 2014 - Present
Mauiva December 2010 - 2013
Travel Industry Consultant 2008 - 2010
On Location Tours 2005 - 2008
Dolly Parton's Dixie Stampede 2003 - 2005
Discover Air 2000 - 2003
Kennedy Space Center 1997 - 2001
Splendid China Florida 1990 - 1997
Skills
Leisure, Resorts, Hotels, Leisure Travel, Hospitality, Tourism, Marketing Strategy, Cruises, Travel Management, Revenue Analysis, Hospitality Industry, Vacation, Hospitality Management, Sales, Yield Management, Event Management, Incentives, Leadership, Tour Operators, Trade Shows, Sales Management, Market Planning, Strategic Partnerships, Travel Planning
Education
Ball State University
University of Central Florida
Bachelor's degree, Sociology/Social Work
SKELETONS:Animals Unveiled August 2015 - Present
Transamerica May 2015 - Present
Aflac January 2014 - Present
Mauiva December 2010 - 2013
Travel Industry Consultant 2008 - 2010
On Location Tours 2005 - 2008
Dolly Parton's Dixie Stampede 2003 - 2005
Discover Air 2000 - 2003
Kennedy Space Center 1997 - 2001
Splendid China Florida 1990 - 1997
Skills
Leisure, Resorts, Hotels, Leisure Travel, Hospitality, Tourism, Marketing Strategy, Cruises, Travel Management, Revenue Analysis, Hospitality Industry, Vacation, Hospitality Management, Sales, Yield Management, Event Management, Incentives, Leadership, Tour Operators, Trade Shows, Sales Management, Market Planning, Strategic Partnerships, Travel Planning
Education
Ball State University
University of Central Florida
Bachelor's degree, Sociology/Social Work
Andrew Herren's Transamerica Experience December 2013 - April 2015
Job Actuarial Analyst at Towers Watson
Industry Financial Services
Experience
Towers Watson April 2015 - Present
Transamerica December 2013 - April 2015
Transamerica October 2011 - November 2013
Skills
Microsoft Excel, Defined Benefit, Pensions, Access, Actuarial Science
Education
Boston University 2011 — 2012
Master of Science (M.S.), Actuarial Science
Dickinson College 2006 — 2010
Bachelor of Science (B.S.), Mathematics & Economics
Towers Watson April 2015 - Present
Transamerica December 2013 - April 2015
Transamerica October 2011 - November 2013
Skills
Microsoft Excel, Defined Benefit, Pensions, Access, Actuarial Science
Education
Boston University 2011 — 2012
Master of Science (M.S.), Actuarial Science
Dickinson College 2006 — 2010
Bachelor of Science (B.S.), Mathematics & Economics
Yves Lebrun's Transamerica Experience June 1996 - Present
Job District Manager at Transamerica
Industry Financial Services
Experience
Transamerica June 1996 - Present
Miami, Fl May 1990 - May 1996
State of Florida 1980 - 1988
Skills
Management
Education
Boston University 1978 — 1980
Associate's degree, Business Administration and Management, General, 3.4
Transamerica June 1996 - Present
Miami, Fl May 1990 - May 1996
State of Florida 1980 - 1988
Skills
Management
Education
Boston University 1978 — 1980
Associate's degree, Business Administration and Management, General, 3.4
David Laird Scott David Laird Scott's Transamerica Experience 1993 - 2006
Job Associate Adjunct Professor at East Los Angeles College
Industry Performing Arts
Experience
East Los Angeles College September 2009 - Present
California State University, Northridge 2007 - 2009
Transamerica 1993 - 2006
McKinsey & Company 1989 - 1991
Skills
Theatre, Higher Education, Shakespeare, Teaching, Stage, Public Speaking, Acting, Directing, Research, Stage Management, Drama, Plays, Performing Arts
Education
California State University-Northridge 2007 — 2009
MA, Theatre
Boston University 1973 — 1977
BFA, Acting
East Los Angeles College September 2009 - Present
California State University, Northridge 2007 - 2009
Transamerica 1993 - 2006
McKinsey & Company 1989 - 1991
Skills
Theatre, Higher Education, Shakespeare, Teaching, Stage, Public Speaking, Acting, Directing, Research, Stage Management, Drama, Plays, Performing Arts
Education
California State University-Northridge 2007 — 2009
MA, Theatre
Boston University 1973 — 1977
BFA, Acting
Tom Dolatowski's Transamerica Experience 1974 - 1988
Job Experienced Health Benefits Expert
Industry Management Consulting
Experience
Independent Benefits Consultant 2010 - Present
Consumer Health Advisers 2010 - 2011
Delta Dental Plans Association 2001 - 2009
Kennedy Consulting Group 1998 - 2001
Eye Care Plan of America (Sold to EyeMed) 1996 - 1998
John Hancock Life Insurance Company (U.S.A.) 1991 - 1996
CNA 1988 - 1991
Transamerica 1974 - 1988
Skills
Health Insurance, Market Research, Employee Benefits, Dental Benefits, Consumer Driven..., Healthcare cost..., Voluntary Benefits, Dentistry, Health Savings Accounts, Long-term Care, Leadership, Marketing, Consumer Healthcare, Disability Insurance, Analysis, Start-ups, Product Development, Insurance, Strategy, Managed Care, Sales, Account Management, Healthcare, Medicare, Strategic Planning, Interviews, Health Policy, Process Improvement, COBRA, Competitive Analysis
Education
University of Illinois at Chicago
M.A.
Benedictine University
B.A.
Independent Benefits Consultant 2010 - Present
Consumer Health Advisers 2010 - 2011
Delta Dental Plans Association 2001 - 2009
Kennedy Consulting Group 1998 - 2001
Eye Care Plan of America (Sold to EyeMed) 1996 - 1998
John Hancock Life Insurance Company (U.S.A.) 1991 - 1996
CNA 1988 - 1991
Transamerica 1974 - 1988
Skills
Health Insurance, Market Research, Employee Benefits, Dental Benefits, Consumer Driven..., Healthcare cost..., Voluntary Benefits, Dentistry, Health Savings Accounts, Long-term Care, Leadership, Marketing, Consumer Healthcare, Disability Insurance, Analysis, Start-ups, Product Development, Insurance, Strategy, Managed Care, Sales, Account Management, Healthcare, Medicare, Strategic Planning, Interviews, Health Policy, Process Improvement, COBRA, Competitive Analysis
Education
University of Illinois at Chicago
M.A.
Benedictine University
B.A.
Amanda Talley Amanda Talley's Transamerica Experience September 2013 - Present
Job Insurance Sales Agent at Direct General
Industry Insurance
Experience
TransAmerica September 2013 - Present
SunTrust January 2008 - March 2013
Asurion August 2007 - January 2008
Gap Inc July 2003 - August 2007
Convergys Corporation June 2004 - August 2006
Skills
Team Leadership, Sales, Customer Service, Coaching, Retail, Microsoft Office, Retail Banking, Loans, Consumer Lending, Commercial Banking, Customer Experience, Microsoft Excel, Credit Cards, Management, Team Building, Outlook, Cash Management, Financial Services, Microsoft Word, PowerPoint, Cross Selling, Pricing, Training, Insurance, Visual Merchandising, Employee Training, Event Planning, Banking, Customer Retention, Data Entry, Direct Sales, Salesforce.com, Telephone Skills, Social Media Marketing, Inventory Management, New Business Development, Finance, Social Networking, Marketing, Leadership, CRM, Call Centers, Customer Satisfaction, Process Improvement, Program Management, Time Management, Analysis, Quality Assurance, Recruiting, Sales Management
Education
Kaplan Financial
Insurance
Austin Peay State University 2001 — 2005
B.S, Mass Communications; Corporate Communication
TransAmerica September 2013 - Present
SunTrust January 2008 - March 2013
Asurion August 2007 - January 2008
Gap Inc July 2003 - August 2007
Convergys Corporation June 2004 - August 2006
Skills
Team Leadership, Sales, Customer Service, Coaching, Retail, Microsoft Office, Retail Banking, Loans, Consumer Lending, Commercial Banking, Customer Experience, Microsoft Excel, Credit Cards, Management, Team Building, Outlook, Cash Management, Financial Services, Microsoft Word, PowerPoint, Cross Selling, Pricing, Training, Insurance, Visual Merchandising, Employee Training, Event Planning, Banking, Customer Retention, Data Entry, Direct Sales, Salesforce.com, Telephone Skills, Social Media Marketing, Inventory Management, New Business Development, Finance, Social Networking, Marketing, Leadership, CRM, Call Centers, Customer Satisfaction, Process Improvement, Program Management, Time Management, Analysis, Quality Assurance, Recruiting, Sales Management
Education
Kaplan Financial
Insurance
Austin Peay State University 2001 — 2005
B.S, Mass Communications; Corporate Communication
Kristen Kyser Kristen Kyser's Transamerica Experience August 2008 - Present
Job Owner at Speckled Red, a retro clothing boutique
Industry Retail
Experience
Speckled Red 2012 - Present
Transamerica August 2008 - Present
Transamerica June 2007 - August 2008
Polk County School Board December 2006 - September 2007
Nationwide Insurance 2005 - 2006
Skills
Mutual Funds, Variable Life Insurance, Series 6, Committee Chair, Licensed Property &..., Sales, Challenge Driven, Customer Service, Retail Management, Teaching Classes, Personal Development..., Social Networking, Deadline Driven, Adaptable & a quick..., Microsoft Office, Time Management, Multi Tasking, Creative Solutions, Creative Thinker, Highly detail oriented, Travel Friendly, Success Driven, Highly self-motivated, Highly responsible, Property & Casualty..., Team-oriented, Self-driven, Organization Skills, Teamwork
Education
University of Phoenix 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Baker University 2003 — 2004
Associate of Arts (AA), Business Administration and Management, General
Speckled Red 2012 - Present
Transamerica August 2008 - Present
Transamerica June 2007 - August 2008
Polk County School Board December 2006 - September 2007
Nationwide Insurance 2005 - 2006
Skills
Mutual Funds, Variable Life Insurance, Series 6, Committee Chair, Licensed Property &..., Sales, Challenge Driven, Customer Service, Retail Management, Teaching Classes, Personal Development..., Social Networking, Deadline Driven, Adaptable & a quick..., Microsoft Office, Time Management, Multi Tasking, Creative Solutions, Creative Thinker, Highly detail oriented, Travel Friendly, Success Driven, Highly self-motivated, Highly responsible, Property & Casualty..., Team-oriented, Self-driven, Organization Skills, Teamwork
Education
University of Phoenix 2004 — 2007
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Baker University 2003 — 2004
Associate of Arts (AA), Business Administration and Management, General
Joel Carson, LUTCF Joel Carson, LUTCF's Transamerica Experience October 2013 - March 2014
Job Mentoring, Developing and Leading Financial Services Professionals at Spectrum Financial/Mass Mutual
Industry Financial Services
Experience
Spectrum Financial Group March 2014 - Present
Transamerica October 2013 - March 2014
Alsbridge December 2012 - August 2013
CLA USA, Inc December 2004 - November 2012
Pyramid Life Insurance April 1997 - November 2004
Manulife Financial September 1993 - March 1997
Union Central July 1992 - August 1993
Gloden Rule Insurance April 1987 - July 1993
Skills
Selling, Sales, New Business Development, Account Management, Management, CRM, Sales Operations, Team Building, Recruiting, Marketing, Strategic Planning, Leadership, C-Level Sales, Life Insurance, Business Development, Thought Leadership, Training, Sales Management, Retirement, Fixed Annuities, Estate Planning, Retirement Planning
Education
Austin College 1980 — 1984
Bachelor of Arts (B.A.), Business Administration and Management/Psychology Double Major
Spectrum Financial Group March 2014 - Present
Transamerica October 2013 - March 2014
Alsbridge December 2012 - August 2013
CLA USA, Inc December 2004 - November 2012
Pyramid Life Insurance April 1997 - November 2004
Manulife Financial September 1993 - March 1997
Union Central July 1992 - August 1993
Gloden Rule Insurance April 1987 - July 1993
Skills
Selling, Sales, New Business Development, Account Management, Management, CRM, Sales Operations, Team Building, Recruiting, Marketing, Strategic Planning, Leadership, C-Level Sales, Life Insurance, Business Development, Thought Leadership, Training, Sales Management, Retirement, Fixed Annuities, Estate Planning, Retirement Planning
Education
Austin College 1980 — 1984
Bachelor of Arts (B.A.), Business Administration and Management/Psychology Double Major
Jennifer Elrod Jennifer Elrod's Transamerica Experience 2015 - 2015
Job Buyer at C.H. Robinson
Industry Management Consulting
Experience
C.H. Robinson January 2014 - Present
Northwest Haiti Christian Mission June 2013 - Present
Christ's Church of the Valley February 2010 - Present
Jennly Nichole June 2011 - Present
Koffeehouse Music August 2011 - Present
The Walker Family April 2009 - Present
Transamerica 2015 - 2015
Eagle Rock Baptist Church April 2013 - June 2013
Eagle Rock Baptist Church March 2012 - June 2013
Beacon Media, Inc. August 2010 - October 2011
Skills
Non-profits, Graphic Design, Photography, Management, Retail, Human Resources, Missions, Event Planning, Public Speaking, Microsoft Office, Social Media, Customer Service, Social Networking, PowerPoint, Research, Event Management, Marketing, Nonprofits, Leadership Development, Higher Education, Leadership, Community Outreach
Education
Azusa Pacific University 2008 — 2009
Master of Arts, Management (Human Resources and Organization Development
Azusa Pacific University 2005 — 2008
Bachelor of Arts, Business Administration, Leadership Minor
C.H. Robinson January 2014 - Present
Northwest Haiti Christian Mission June 2013 - Present
Christ's Church of the Valley February 2010 - Present
Jennly Nichole June 2011 - Present
Koffeehouse Music August 2011 - Present
The Walker Family April 2009 - Present
Transamerica 2015 - 2015
Eagle Rock Baptist Church April 2013 - June 2013
Eagle Rock Baptist Church March 2012 - June 2013
Beacon Media, Inc. August 2010 - October 2011
Skills
Non-profits, Graphic Design, Photography, Management, Retail, Human Resources, Missions, Event Planning, Public Speaking, Microsoft Office, Social Media, Customer Service, Social Networking, PowerPoint, Research, Event Management, Marketing, Nonprofits, Leadership Development, Higher Education, Leadership, Community Outreach
Education
Azusa Pacific University 2008 — 2009
Master of Arts, Management (Human Resources and Organization Development
Azusa Pacific University 2005 — 2008
Bachelor of Arts, Business Administration, Leadership Minor
Karyl Braun Karyl Braun's Transamerica Experience July 1994 - November 1996
Job Member Resource Center Director at SEIU HCII
Industry Management Consulting
Experience
SEIU HCII July 2011 - Present
Bill Jacobs Motorsport February 2010 - January 2011
Aquascape Inc August 2004 - February 2010
Experian October 1997 - April 2000
Transamerica July 1994 - November 1996
Fred Sammons, Inc August 1987 - July 1994
Skills
Management, Team Leadership, Project Planning, Continuous Improvement, Budgets, Performance Metrics, Metrics Reporting, Account Management, Leadership, Strategy, Program Management, Sales
Education
Bradley University 1982 — 1986
Bachelor of Arts, Fine Art
SEIU HCII July 2011 - Present
Bill Jacobs Motorsport February 2010 - January 2011
Aquascape Inc August 2004 - February 2010
Experian October 1997 - April 2000
Transamerica July 1994 - November 1996
Fred Sammons, Inc August 1987 - July 1994
Skills
Management, Team Leadership, Project Planning, Continuous Improvement, Budgets, Performance Metrics, Metrics Reporting, Account Management, Leadership, Strategy, Program Management, Sales
Education
Bradley University 1982 — 1986
Bachelor of Arts, Fine Art
Bret Scoggin Bret Scoggin's Transamerica Experience August 1986 - February 1990
Job Principal at St. Albert the Great Catholic School
Industry Education Management
Experience
St. Albert the Great Catholic School June 2015 - Present
Academy for Career Education August 2009 - June 2015
Miller Heiman March 2008 - February 2009
PulteGroup February 2003 - February 2008
B & S Enterprises June 2002 - September 2004
Carson High School August 1998 - August 2004
Reno, Veterans Administratin Hospital June 1994 - June 1997
Norwest Financial March 1990 - June 1994
Transamerica August 1986 - February 1990
Skills
Sales Management, Insurance, Instructional Design, Classroom Instruction, Construction Management, Customer Relations, Banking, Investments, Healthcare Management, Conflict Resolution, Contract Negotiations, Purchasing Management, Customer Service, Training, Leadership, Budgets, Contract Negotiation, Sales, Management, Strategic Financial..., Purchase Management, Sales Process, Team Building, Coaching, Program Management, Strategic Planning
Education
Sierra Nevada College 2011 — 2013
Master's degree, Masters in Business Leadership/Education Administration
Sierra Nevada College 2010 — 2012
Masters in Leadership, Educational leadership, 4.0
Sierra Nevada College 1997 — 1998
Masters level Certification, Secondary, Math/Science, 4.0
Baylor University 1983 — 1986
BBA, Finance & Economics
University of Nevada-Reno 1982 — 1983
Business, Pre-Med., 3.25
Brigham Young University 1981 — 1982
Business
St. Albert the Great Catholic School June 2015 - Present
Academy for Career Education August 2009 - June 2015
Miller Heiman March 2008 - February 2009
PulteGroup February 2003 - February 2008
B & S Enterprises June 2002 - September 2004
Carson High School August 1998 - August 2004
Reno, Veterans Administratin Hospital June 1994 - June 1997
Norwest Financial March 1990 - June 1994
Transamerica August 1986 - February 1990
Skills
Sales Management, Insurance, Instructional Design, Classroom Instruction, Construction Management, Customer Relations, Banking, Investments, Healthcare Management, Conflict Resolution, Contract Negotiations, Purchasing Management, Customer Service, Training, Leadership, Budgets, Contract Negotiation, Sales, Management, Strategic Financial..., Purchase Management, Sales Process, Team Building, Coaching, Program Management, Strategic Planning
Education
Sierra Nevada College 2011 — 2013
Master's degree, Masters in Business Leadership/Education Administration
Sierra Nevada College 2010 — 2012
Masters in Leadership, Educational leadership, 4.0
Sierra Nevada College 1997 — 1998
Masters level Certification, Secondary, Math/Science, 4.0
Baylor University 1983 — 1986
BBA, Finance & Economics
University of Nevada-Reno 1982 — 1983
Business, Pre-Med., 3.25
Brigham Young University 1981 — 1982
Business
Leon Shao's Transamerica Experience December 2013 - December 2014
Job Director ALM
Industry Financial Services
Experience
AIG January 2015 - Present
Transamerica December 2013 - December 2014
Transamerica May 2007 - December 2013
Skills
ALM, Variable Annuities, Fixed Annuities, Solvency II, Capital Management, Financial Risk, Valuation, Quantitative Finance, Derivatives, Hedging, DAC, Reinsurance, Economic Capital, Embedded Value
Education
Ball State University 2006 — 2007
Master of Arts (M.A.), Actuarial Science
Hunan University 2001 — 2005
Bachelor's degree, Finance
AIG January 2015 - Present
Transamerica December 2013 - December 2014
Transamerica May 2007 - December 2013
Skills
ALM, Variable Annuities, Fixed Annuities, Solvency II, Capital Management, Financial Risk, Valuation, Quantitative Finance, Derivatives, Hedging, DAC, Reinsurance, Economic Capital, Embedded Value
Education
Ball State University 2006 — 2007
Master of Arts (M.A.), Actuarial Science
Hunan University 2001 — 2005
Bachelor's degree, Finance
Frank G. Porcelli Frank G. Porcelli's Transamerica Experience April 2013 - Present
Job Insurance Representative
Industry Insurance
Experience
Transamerica April 2013 - Present
Skills
Sales, Management, Life Insurance, Health Insurance, Fixed Annuities, Retirement Planning, Final Expense Planning, Customer Service
Education
Bergen Community College 1981 — 1985
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Transamerica April 2013 - Present
Skills
Sales, Management, Life Insurance, Health Insurance, Fixed Annuities, Retirement Planning, Final Expense Planning, Customer Service
Education
Bergen Community College 1981 — 1985
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Catherine Cantrill's Transamerica Experience October 2006 - January 2012
Job Associate at Mercer
Industry Insurance
Experience
Mercer March 2014 - Present
Holmes Murphy & Associates January 2012 - March 2014
Transamerica October 2006 - January 2012
Skills
Health Insurance, Insurance, Disability Insurance, Life Insurance, General Insurance, Employee Benefits, Claim, Term Life Insurance, Sales, Team Building, Brokers
Education
Bowling Green State University 1992 — 1996
Bachelor of Liberal Studies, Liberal Arts and Sciences/Liberal Studies
Mercer March 2014 - Present
Holmes Murphy & Associates January 2012 - March 2014
Transamerica October 2006 - January 2012
Skills
Health Insurance, Insurance, Disability Insurance, Life Insurance, General Insurance, Employee Benefits, Claim, Term Life Insurance, Sales, Team Building, Brokers
Education
Bowling Green State University 1992 — 1996
Bachelor of Liberal Studies, Liberal Arts and Sciences/Liberal Studies
Joy Brastrom MBA Joy Brastrom MBA's Transamerica Experience September 2015 - Present
Job Looking for an Opportunity
Industry Education Management
Experience
Transamerica September 2015 - Present
Florida Technical College October 2014 - July 2015
City College April 2014 - October 2014
Anthem College Orlando January 2008 - April 2014
Anthem College January 2008 - 2014
High-Tech Institute January 2008 - January 2009
BAKER COLLEGE OF CADILLAC September 1998 - September 2007
OASIS Family Resource Center October 1996 - October 2006
OASISFAMILY RESOURCE CENTER January 1996 - January 1999
Skills
Grant Writing, Curriculum Development, Curriculum Writing, Accreditation, Curriculum Design, Resume Writing, Hiring, Classroom Instruction, Recruiting, Training, Strategic Planning, Teaching, Employee Training, Admissions, Program Management, Career Counseling, Leadership, E-Learning, Classroom, Enrollment Management, Educational Leadership, Adult Education, Distance Learning, Policy, Academic Administration, Student Recruiting, Leadership Development, Instructional Design, Career Development, Management, Retaining Customers, Non-profits, Nonprofits, Educational Technology, Higher Education, Community Outreach, Time Management, Team Leadership, Public Speaking, Staff Development, Student Financial Aid, Student Affairs, Campus, Conflict Resolution, Academia, Coaching, Faculty Development, Academic Advising, Budgets, Change Management
Education
Baker College Center for Graduate Studies 1999 — 2001
MBA, Leadership Concentration, cum Laude
Baker College of Cadillac 1998 — 2001
Bachelor of Arts (B.A.), Business Administration and Management, General, Magna cum Laude
Baker College of Cadillac 1997 — 1999
Associate of Science (A.S.), Medical Insurance Specialist/Medical Biller, Magna cum Laude
Transamerica September 2015 - Present
Florida Technical College October 2014 - July 2015
City College April 2014 - October 2014
Anthem College Orlando January 2008 - April 2014
Anthem College January 2008 - 2014
High-Tech Institute January 2008 - January 2009
BAKER COLLEGE OF CADILLAC September 1998 - September 2007
OASIS Family Resource Center October 1996 - October 2006
OASISFAMILY RESOURCE CENTER January 1996 - January 1999
Skills
Grant Writing, Curriculum Development, Curriculum Writing, Accreditation, Curriculum Design, Resume Writing, Hiring, Classroom Instruction, Recruiting, Training, Strategic Planning, Teaching, Employee Training, Admissions, Program Management, Career Counseling, Leadership, E-Learning, Classroom, Enrollment Management, Educational Leadership, Adult Education, Distance Learning, Policy, Academic Administration, Student Recruiting, Leadership Development, Instructional Design, Career Development, Management, Retaining Customers, Non-profits, Nonprofits, Educational Technology, Higher Education, Community Outreach, Time Management, Team Leadership, Public Speaking, Staff Development, Student Financial Aid, Student Affairs, Campus, Conflict Resolution, Academia, Coaching, Faculty Development, Academic Advising, Budgets, Change Management
Education
Baker College Center for Graduate Studies 1999 — 2001
MBA, Leadership Concentration, cum Laude
Baker College of Cadillac 1998 — 2001
Bachelor of Arts (B.A.), Business Administration and Management, General, Magna cum Laude
Baker College of Cadillac 1997 — 1999
Associate of Science (A.S.), Medical Insurance Specialist/Medical Biller, Magna cum Laude
Monica Barry's Transamerica Experience September 2013 - Present
Job Student at Boston University
Industry
Experience
Transamerica September 2013 - Present
Ganahl Lumber June 2014 - August 2014
Republican Party of Orange County March 2013 - August 2013
Congressman Ed Royce Campaign Office May 2012 - November 2012
Skills
Public Speaking, Public Relations, Event Planning, Event Management, Social Media Outreach, Fundraising, Office Administration, Outstanding time..., Community Outreach, Leadership, Time Management, Facebook
Education
Boston University 2013 — 2017
Business Administration and Management, General
Rosary High School 2009 — 2013
High School, 9-12
Transamerica September 2013 - Present
Ganahl Lumber June 2014 - August 2014
Republican Party of Orange County March 2013 - August 2013
Congressman Ed Royce Campaign Office May 2012 - November 2012
Skills
Public Speaking, Public Relations, Event Planning, Event Management, Social Media Outreach, Fundraising, Office Administration, Outstanding time..., Community Outreach, Leadership, Time Management, Facebook
Education
Boston University 2013 — 2017
Business Administration and Management, General
Rosary High School 2009 — 2013
High School, 9-12
A'Jasia Summerville's Transamerica Experience June 2012 - July 2013
Job Customer Service Professional
Industry Security and Investigations
Experience
McRoberts Protective Agency, Inc. April 2015 - Present
Assured Protection Consultants, Inc May 2014 - March 2015
Admiral Security Services December 2013 - May 2014
Transamerica June 2012 - July 2013
AlliedBarton Security Services August 2010 - June 2012
Skills
Customer Service, Hospitality, Always Punctual, High Achiever, Always Willing to Learn, Learning New Concepts, Data Entry, Security, Telephone Skills, Cashiering, Phone Etiquette, Administrative..., First Aid, AED, Administrative..., CPR Certified, Critical Thinking, Event Planning, Leadership, Microsoft Office, Outlook, Physical Security, Public Speaking, Security Management, Surveillance, Team Leadership, Access Control, New Business Development, Social Media, Strategic Planning, CCTV, Sales, Security Operations, Loss Prevention
Education
University of Baltimore 2012 — 2016
Bachelor of Arts Digital Communication Degree, Integrated Arts
Baltimore School of Massage 2009 — 2010
Certification, Massage Therapy/Therapeutic Massage
McRoberts Protective Agency, Inc. April 2015 - Present
Assured Protection Consultants, Inc May 2014 - March 2015
Admiral Security Services December 2013 - May 2014
Transamerica June 2012 - July 2013
AlliedBarton Security Services August 2010 - June 2012
Skills
Customer Service, Hospitality, Always Punctual, High Achiever, Always Willing to Learn, Learning New Concepts, Data Entry, Security, Telephone Skills, Cashiering, Phone Etiquette, Administrative..., First Aid, AED, Administrative..., CPR Certified, Critical Thinking, Event Planning, Leadership, Microsoft Office, Outlook, Physical Security, Public Speaking, Security Management, Surveillance, Team Leadership, Access Control, New Business Development, Social Media, Strategic Planning, CCTV, Sales, Security Operations, Loss Prevention
Education
University of Baltimore 2012 — 2016
Bachelor of Arts Digital Communication Degree, Integrated Arts
Baltimore School of Massage 2009 — 2010
Certification, Massage Therapy/Therapeutic Massage
Frank Chechel Frank Chechel's Transamerica Experience July 2013 - June 2014
Job 2nd Vice President Life Product at Guardian Life
Industry Insurance
Experience
Guardian Life July 2014 - Present
Transamerica July 2013 - June 2014
New York Life Insurance Company July 2012 - June 2013
AXA Equitable April 2010 - July 2012
AXA Equitable January 2008 - March 2010
AXA Equitable June 2002 - December 2007
AXA Equitable February 1996 - May 2002
Skills
Business Strategy, Product Development, Cross-functional Team..., Product Lifecycle..., Sales Presentations, Financial Analysis, Product Marketing, Product Training, Life Insurance, Actuarial Science, Reinsurance, Pricing, Insurance, Product Management, Competitive Analysis, Market Research, Strategic Planning, Analysis, Strategy
Education
Binghamton University 1993 — 1995
BA, Mathematics
Hofstra University 1992 — 1993
Guardian Life July 2014 - Present
Transamerica July 2013 - June 2014
New York Life Insurance Company July 2012 - June 2013
AXA Equitable April 2010 - July 2012
AXA Equitable January 2008 - March 2010
AXA Equitable June 2002 - December 2007
AXA Equitable February 1996 - May 2002
Skills
Business Strategy, Product Development, Cross-functional Team..., Product Lifecycle..., Sales Presentations, Financial Analysis, Product Marketing, Product Training, Life Insurance, Actuarial Science, Reinsurance, Pricing, Insurance, Product Management, Competitive Analysis, Market Research, Strategic Planning, Analysis, Strategy
Education
Binghamton University 1993 — 1995
BA, Mathematics
Hofstra University 1992 — 1993
Diana Quintero-Avila Diana Quintero-Avila's Transamerica Experience August 2000 - December 2003
Job Quality Engineering Professional. Stateoftheart solutions to Medical Devices' quality issues.
Industry Medical Devices
Experience
MSK Precision Products, Inc. September 2015 - Present
Cogentix medical Inc. (former Vision Sciences, Inc) June 2013 - June 2015
Vision Sciences February 2006 - May 2013
Teleflex - KMedic March 2004 - December 2005
Transamerica August 2000 - December 2003
Instituto Geografico Agustin Codazzi January 1998 - December 1998
Skills
GMP Quality Assurance,..., Complaint Management, Trend Analysis, Root Cause Analysis, Document/Records..., Inspection/Test Method,..., CAPA, Design Control, Engineering, FDA, FMEA, ISO 13485, ISO 14971, Inspection, Medical Devices, Manufacturing, Process Capability, Quality System, Sop, Cross-functional Team..., Quality Assurance, R, Validation, Product Development
Education
Bergen Community College 2003 — 2006
Associate’s Degree, Banking, Credit and Finance
Universidad de Los Andes 1994 — 1999
Bachelor’s Degree, Industrial Engineering, Industrial Engineer
MSK Precision Products, Inc. September 2015 - Present
Cogentix medical Inc. (former Vision Sciences, Inc) June 2013 - June 2015
Vision Sciences February 2006 - May 2013
Teleflex - KMedic March 2004 - December 2005
Transamerica August 2000 - December 2003
Instituto Geografico Agustin Codazzi January 1998 - December 1998
Skills
GMP Quality Assurance,..., Complaint Management, Trend Analysis, Root Cause Analysis, Document/Records..., Inspection/Test Method,..., CAPA, Design Control, Engineering, FDA, FMEA, ISO 13485, ISO 14971, Inspection, Medical Devices, Manufacturing, Process Capability, Quality System, Sop, Cross-functional Team..., Quality Assurance, R, Validation, Product Development
Education
Bergen Community College 2003 — 2006
Associate’s Degree, Banking, Credit and Finance
Universidad de Los Andes 1994 — 1999
Bachelor’s Degree, Industrial Engineering, Industrial Engineer
Sean Packard Sean Packard's Transamerica Experience February 2011 - January 2013
Job Director of Sales at SurveyLocal
Industry Marketing and Advertising
Experience
SurveyLocal February 2015 - Present
SurveyLocal September 2014 - February 2015
Risk Management Consulting Firm January 2013 - June 2014
Transamerica February 2011 - January 2013
Skills
Sales Management, Sales, Leadership Development, Public Speaking, Training, Process Improvement, Team Building, Leadership, Coaching, Performance Management, Strategic Planning, Time Management, Microsoft Excel, New Business Development, OSHA Certified, Occupational Health, Safety Training, Notary Public, Data Analysis, Workers' Compensation..., Claims Management, QAQC, OSHA 511- General..., Management, Team Leadership, Policy, Management Consulting, Risk Management
Education
Baylor University - Hankamer School of Business 2013 — 2015
MBA
University of North Texas
Bachelor of Arts (BA)
Brigham Young University - Idaho
Associate of Arts (AA)
SurveyLocal February 2015 - Present
SurveyLocal September 2014 - February 2015
Risk Management Consulting Firm January 2013 - June 2014
Transamerica February 2011 - January 2013
Skills
Sales Management, Sales, Leadership Development, Public Speaking, Training, Process Improvement, Team Building, Leadership, Coaching, Performance Management, Strategic Planning, Time Management, Microsoft Excel, New Business Development, OSHA Certified, Occupational Health, Safety Training, Notary Public, Data Analysis, Workers' Compensation..., Claims Management, QAQC, OSHA 511- General..., Management, Team Leadership, Policy, Management Consulting, Risk Management
Education
Baylor University - Hankamer School of Business 2013 — 2015
MBA
University of North Texas
Bachelor of Arts (BA)
Brigham Young University - Idaho
Associate of Arts (AA)
Beth Magin Beth Magin's Transamerica Experience May 2015 - Present
Job Digital Project Manager at Transamerica
Industry Online Media
Experience
Transamerica May 2015 - Present
RPA July 2014 - May 2015
Omelet June 2014 - July 2014
Roll Global May 2014 - May 2014
Saatchi & Saatchi LA July 2013 - October 2013
Ignited October 2010 - June 2013
Mendelsohn Zien Advertising June 2010 - October 2010
Banner Corporation January 2009 - May 2010
Karlson Recruitment November 2007 - November 2008
Fox Family/Fox Kids 2000 - 2002
Skills
Social Media, Facebook, Digital Strategy, Digital Marketing, Viral Marketing, Web Project Management, Interactive Advertising, Online Advertising, Creative Direction, E-commerce, Analytics, SEO, Flash, Web Development, Social Media Marketing, Mobile Applications, Advertising, Digital Media, Integrated Marketing
Education
SMART School of Coaching 2009 — 2010
Certified Life Coach, Personal Life Coaching & Train the Trainer
Emerson College 1997 — 1999
MA, Marketing/PR/New Media Studies
State University of New York College at Plattsburgh 1992 — 1996
BA, Mass Communications, TV, Radio, and Film Production, Integrated Media Studies, Introduction to the web
Bond University 1994 — 1994
MA, Media and Film Studies
Long Beach Dance Conditioning
Long Beach Dance Conditioning
Mohonasen
Transamerica May 2015 - Present
RPA July 2014 - May 2015
Omelet June 2014 - July 2014
Roll Global May 2014 - May 2014
Saatchi & Saatchi LA July 2013 - October 2013
Ignited October 2010 - June 2013
Mendelsohn Zien Advertising June 2010 - October 2010
Banner Corporation January 2009 - May 2010
Karlson Recruitment November 2007 - November 2008
Fox Family/Fox Kids 2000 - 2002
Skills
Social Media, Facebook, Digital Strategy, Digital Marketing, Viral Marketing, Web Project Management, Interactive Advertising, Online Advertising, Creative Direction, E-commerce, Analytics, SEO, Flash, Web Development, Social Media Marketing, Mobile Applications, Advertising, Digital Media, Integrated Marketing
Education
SMART School of Coaching 2009 — 2010
Certified Life Coach, Personal Life Coaching & Train the Trainer
Emerson College 1997 — 1999
MA, Marketing/PR/New Media Studies
State University of New York College at Plattsburgh 1992 — 1996
BA, Mass Communications, TV, Radio, and Film Production, Integrated Media Studies, Introduction to the web
Bond University 1994 — 1994
MA, Media and Film Studies
Long Beach Dance Conditioning
Long Beach Dance Conditioning
Mohonasen
Yitong Liu's Transamerica Experience May 2015 - Present
Job Tax professional at H&R Block
Industry Professional Training & Coaching
Experience
Transamerica May 2015 - Present
H&R Block December 2014 - April 2015
Kentucky Wesleyan College September 2013 - December 2014
sodexo March 2013 - December 2014
Ao Mei Knitting Corporation May 2014 - July 2014
Culture Exchange Club September 2013 - May 2014
Kentucky Wesleyan College September 2013 - November 2013
ShaoYang University September 2010 - May 2012
Skills
Project Planning, Strategic Planning, People-oriented, Team Leadership, Respect, P&L Responsibility, human resource, business administration, team work, communication skills, handling stress, well organized, Human Resources, Advertising, Teamwork, Interviews, Communication
Education
Brescia University 2015 — 2017
Master of Business Administration (MBA), Finance and Financial Management Services
Kentucky Wesleyan College 2012 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.55/4.00
shaoyang university 2010 — 2014
Bachelor's Degree, English Translator
Transamerica May 2015 - Present
H&R Block December 2014 - April 2015
Kentucky Wesleyan College September 2013 - December 2014
sodexo March 2013 - December 2014
Ao Mei Knitting Corporation May 2014 - July 2014
Culture Exchange Club September 2013 - May 2014
Kentucky Wesleyan College September 2013 - November 2013
ShaoYang University September 2010 - May 2012
Skills
Project Planning, Strategic Planning, People-oriented, Team Leadership, Respect, P&L Responsibility, human resource, business administration, team work, communication skills, handling stress, well organized, Human Resources, Advertising, Teamwork, Interviews, Communication
Education
Brescia University 2015 — 2017
Master of Business Administration (MBA), Finance and Financial Management Services
Kentucky Wesleyan College 2012 — 2014
Bachelor's Degree, Business Administration and Management, General, 3.55/4.00
shaoyang university 2010 — 2014
Bachelor's Degree, English Translator
Erica Blake's Transamerica Experience June 2015 - Present
Job Insurance Sales Representative at Transamerica
Industry Information Technology and Services
Experience
Transamerica June 2015 - Present
TEKsystems January 2011 - May 2015
TEKsystems May 2012 - December 2014
TEKsystems November 2011 - May 2012
Counter - Drug Operation January 2010 - January 2011
Indiana Air National Guard January 2005 - January 2011
Ball State University 2004 - 2009
Skills
Recruiting, Technical Recruiting, Program Management, Customer Service, Process Improvement, Quality Assurance, Training, Business Analysis, Human Resources, Sourcing, Screening, Temporary Placement, Management, Analysis, Software Documentation, Business Development, Networking, Technical Support, Business Process, Strategy, Leadership, Vendor Management, Telecommunications, Internet Recruiting, Information Technology, Sales, Applicant Tracking..., Talent Acquisition
Education
Ball State University 2004 — 2009
Bachelor of Science, Athletic Training/Sports Medicine
Transamerica June 2015 - Present
TEKsystems January 2011 - May 2015
TEKsystems May 2012 - December 2014
TEKsystems November 2011 - May 2012
Counter - Drug Operation January 2010 - January 2011
Indiana Air National Guard January 2005 - January 2011
Ball State University 2004 - 2009
Skills
Recruiting, Technical Recruiting, Program Management, Customer Service, Process Improvement, Quality Assurance, Training, Business Analysis, Human Resources, Sourcing, Screening, Temporary Placement, Management, Analysis, Software Documentation, Business Development, Networking, Technical Support, Business Process, Strategy, Leadership, Vendor Management, Telecommunications, Internet Recruiting, Information Technology, Sales, Applicant Tracking..., Talent Acquisition
Education
Ball State University 2004 — 2009
Bachelor of Science, Athletic Training/Sports Medicine
Brooke Borgias Brooke Borgias's Transamerica Experience May 2012 - August 2012
Job Account Manager at Altitude Digital
Industry Marketing and Advertising
Experience
Altitude Digital September 2014 - Present
Esperanza International January 2014 - May 2014
Baylor University January 2012 - December 2013
The Center for Relationship Education May 2013 - June 2013
Transamerica May 2012 - August 2012
Baylor University September 2011 - December 2011
Skills
Marketing, Account Management, Online Advertising, Digital Media, Customer Service, Microsoft Office, Sales, Social Media Marketing, Research, Microsoft Excel, Nonprofits, Marketing Communications, Public Speaking, Report Writing, Management, Advertising, PowerPoint, Teaching, Event Planning, Public Relations, Event Management, Marketing Strategy, Editing, Interviews, Brochures, Storytelling, Grants, Social Media, Microsoft Word, Project Management, Salesforce.com, Adtech, Mobile Advertising, People Skills, Cookies, Singer-songwriter, Birthday Celebrations, Dogs, Christmas, Time Travel
Education
Baylor University 2010 — 2013
Bachelor of Business Administration, Marketing and Entrepreneurship, 4.0/4.0
Altitude Digital September 2014 - Present
Esperanza International January 2014 - May 2014
Baylor University January 2012 - December 2013
The Center for Relationship Education May 2013 - June 2013
Transamerica May 2012 - August 2012
Baylor University September 2011 - December 2011
Skills
Marketing, Account Management, Online Advertising, Digital Media, Customer Service, Microsoft Office, Sales, Social Media Marketing, Research, Microsoft Excel, Nonprofits, Marketing Communications, Public Speaking, Report Writing, Management, Advertising, PowerPoint, Teaching, Event Planning, Public Relations, Event Management, Marketing Strategy, Editing, Interviews, Brochures, Storytelling, Grants, Social Media, Microsoft Word, Project Management, Salesforce.com, Adtech, Mobile Advertising, People Skills, Cookies, Singer-songwriter, Birthday Celebrations, Dogs, Christmas, Time Travel
Education
Baylor University 2010 — 2013
Bachelor of Business Administration, Marketing and Entrepreneurship, 4.0/4.0
Tom Rutledge's Transamerica Experience November 1991 - April 2002
Job Divisional Vice President The Prudential Insurance Company of America
Industry Insurance
Experience
Prudential Financial January 2013 - Present
The Hartford January 2010 - Present
Phoenix Life Insurance Company April 2002 - January 2010
Transamerica November 1991 - April 2002
Skills
Marketing, Training, Territory Management, Risk Management, Life Insurance, Team Building, Wealth Management, Universal Life, Leadership, Insurance, Coaching, Selling, Sales Management, Management, Sales
Education
Baylor University - Hankamer School of Business 1982 — 1986
BBA, Finance/Insurance
Prudential Financial January 2013 - Present
The Hartford January 2010 - Present
Phoenix Life Insurance Company April 2002 - January 2010
Transamerica November 1991 - April 2002
Skills
Marketing, Training, Territory Management, Risk Management, Life Insurance, Team Building, Wealth Management, Universal Life, Leadership, Insurance, Coaching, Selling, Sales Management, Management, Sales
Education
Baylor University - Hankamer School of Business 1982 — 1986
BBA, Finance/Insurance
Brendan Lee's Transamerica Experience January 2012 - March 2013
Job VP Legal at iQor
Industry Financial Services
Experience
iQor 2014 - Present
Transamerica Financial Advisors, Inc. March 2013 - October 2014
Transamerica January 2012 - March 2013
Transamerica Financial Advisors, Inc. February 2008 - January 2012
AEGON Americas April 2005 - January 2006
Macfarlane Ferguson & McMullen, P.A. March 1998 - April 2005
Skills
Insurance, Securities, Litigation Management, Securities Arbitration, Securities Regulation, Investment Advisory, Retail Brokerage, Distribution Agreements, Insurance Litigation, Corporate Transactions, FINRA, Series 7, Series 24, Admitted to Practice as..., Retirement Planning, Corporate Law, Due Diligence, Corporate Governance, Financial Services, Risk Management, Arbitration
Education
Stetson University College of Law
Doctor of Law (JD)
Boston College
Bachelor of Arts (BA), English/Pre-Medicine
iQor 2014 - Present
Transamerica Financial Advisors, Inc. March 2013 - October 2014
Transamerica January 2012 - March 2013
Transamerica Financial Advisors, Inc. February 2008 - January 2012
AEGON Americas April 2005 - January 2006
Macfarlane Ferguson & McMullen, P.A. March 1998 - April 2005
Skills
Insurance, Securities, Litigation Management, Securities Arbitration, Securities Regulation, Investment Advisory, Retail Brokerage, Distribution Agreements, Insurance Litigation, Corporate Transactions, FINRA, Series 7, Series 24, Admitted to Practice as..., Retirement Planning, Corporate Law, Due Diligence, Corporate Governance, Financial Services, Risk Management, Arbitration
Education
Stetson University College of Law
Doctor of Law (JD)
Boston College
Bachelor of Arts (BA), English/Pre-Medicine
Robert E. Nestor's Transamerica Experience 1978 - 1994
Job HelpPoint Claims at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance July 2012 - Present
Farmers Insurance 2009 - July 2012
Farmers Insurance January 2006 - December 2009
Farmers Insurance 1998 - 2009
Zurich Insurance 1994 - 1998
Transamerica 1978 - 1994
Skills
Vendor Program..., Field Quality..., Homeowners Property..., Quality Assurance, Insurance, Property & Casualty..., Independent Adjuster..., Certified True Colors..., Symbility Estimating..., Property Claims, Management, Claim, Homeowners, Strategic Planning, Property Damage, Commercial Lines, Commercial Insurance, Subrogation, Training, Property, Adjustments, Claims Handling, Liability Analysis, Litigation Management, Professional Liability, Claim Investigation, Claims Resolution, Umbrella Insurance
Education
Ball State University 1973 — 1977
Bachelor of Science, Business Administration
Winchester Community High School 1969 — 1973
Business Administration and Management, General
Farmers Insurance July 2012 - Present
Farmers Insurance 2009 - July 2012
Farmers Insurance January 2006 - December 2009
Farmers Insurance 1998 - 2009
Zurich Insurance 1994 - 1998
Transamerica 1978 - 1994
Skills
Vendor Program..., Field Quality..., Homeowners Property..., Quality Assurance, Insurance, Property & Casualty..., Independent Adjuster..., Certified True Colors..., Symbility Estimating..., Property Claims, Management, Claim, Homeowners, Strategic Planning, Property Damage, Commercial Lines, Commercial Insurance, Subrogation, Training, Property, Adjustments, Claims Handling, Liability Analysis, Litigation Management, Professional Liability, Claim Investigation, Claims Resolution, Umbrella Insurance
Education
Ball State University 1973 — 1977
Bachelor of Science, Business Administration
Winchester Community High School 1969 — 1973
Business Administration and Management, General
Corey Rankin's Transamerica Experience January 2015 - Present
Job Insurance Representative at Transamerica
Industry Insurance
Experience
Transamerica January 2015 - Present
Wayne County Hospital October 2010 - Present
Wayne County Hospital May 2009 - October 2010
Wayne County Hospital September 2006 - May 2009
Skills
Radiology, X-ray, Computed Tomography, MRI, Ultrasound, Hospitals, Healthcare, BLS, PACS, Inpatient
Education
Northern Kentucky University
Bachelor's Degree, Health Services/Allied Health/Health Sciences, General
Bowling Green Technical College 2008 — 2009
Associate's Degree, Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
Somerset Community College 2004 — 2006
Associate's Degree, Radiography
Transamerica January 2015 - Present
Wayne County Hospital October 2010 - Present
Wayne County Hospital May 2009 - October 2010
Wayne County Hospital September 2006 - May 2009
Skills
Radiology, X-ray, Computed Tomography, MRI, Ultrasound, Hospitals, Healthcare, BLS, PACS, Inpatient
Education
Northern Kentucky University
Bachelor's Degree, Health Services/Allied Health/Health Sciences, General
Bowling Green Technical College 2008 — 2009
Associate's Degree, Diagnostic Medical Sonography/Sonographer and Ultrasound Technician
Somerset Community College 2004 — 2006
Associate's Degree, Radiography
Henry Kirk Henry Kirk's Transamerica Experience February 2011 - June 2014
Job Owner at TruTex Insurance Group
Industry Insurance
Experience
TruTex Insurance Group June 2014 - Present
John Hancock Financial Services February 2011 - July 2014
Texas Farm Bureau Insurance Companies February 2011 - June 2014
Southern Farm Bureau February 2011 - June 2014
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas February 2011 - June 2014
Transamerica February 2011 - June 2014
Credit Solutions 2006 - 2007
Skills
Umbrella Insurance, Fixed Annuities, Term Life Insurance, Commercial Insurance, Homeowners, Property & Casualty..., Whole Life, Casualty, Long-term Care, Health Insurance, General Insurance, Insurance, Liability, Disability Insurance, Life Insurance, Professional Liability
Education
Austin College 1999 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Naaman Forest HS 1995 — 1999
TruTex Insurance Group June 2014 - Present
John Hancock Financial Services February 2011 - July 2014
Texas Farm Bureau Insurance Companies February 2011 - June 2014
Southern Farm Bureau February 2011 - June 2014
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas February 2011 - June 2014
Transamerica February 2011 - June 2014
Credit Solutions 2006 - 2007
Skills
Umbrella Insurance, Fixed Annuities, Term Life Insurance, Commercial Insurance, Homeowners, Property & Casualty..., Whole Life, Casualty, Long-term Care, Health Insurance, General Insurance, Insurance, Liability, Disability Insurance, Life Insurance, Professional Liability
Education
Austin College 1999 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Naaman Forest HS 1995 — 1999
Kyle Voelz Kyle Voelz's Transamerica Experience 2007 - Present
Job Advanced Financial Consultants
Industry Financial Services
Experience
VIP, LLC. October 2009 - Present
Advanced Financial Consultants August 2007 - Present
Transamerica 2007 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Insurance, Retirement, Fixed Annuities, 401k, Estate Planning, Long-term Care, Financial Advisory, IRAs, Disability Insurance, Series 7, Financial Analysis, Investment Advisory, Life Insurance, Mutual Funds, Asset Managment, Financial Planners, Asset Allocation, Finance, FINRA, Financial Planning, Wealth
Education
Augsburg College 2000 — 2005
Marketing, Business
VIP, LLC. October 2009 - Present
Advanced Financial Consultants August 2007 - Present
Transamerica 2007 - Present
Skills
Retirement Planning, Strategic Financial..., Investments, Insurance, Retirement, Fixed Annuities, 401k, Estate Planning, Long-term Care, Financial Advisory, IRAs, Disability Insurance, Series 7, Financial Analysis, Investment Advisory, Life Insurance, Mutual Funds, Asset Managment, Financial Planners, Asset Allocation, Finance, FINRA, Financial Planning, Wealth
Education
Augsburg College 2000 — 2005
Marketing, Business
Tung (Tom) Do Tung (Tom) Do's Transamerica Experience June 2015 - Present
Job Risk Analyst at Transamerica
Industry Financial Services
Experience
Transamerica June 2015 - Present
Transamerica February 2015 - June 2015
Fitruvia Movement Analysis Systems March 2014 - August 2014
Simon Investment Fund (Meliora Fund) November 2013 - June 2014
PwC June 2012 - August 2012
Bentley University September 2010 - December 2011
Skills
Bloomberg, Risk Management, Market Research, Equity Valuation, Microsoft Excel, SQL, VBA, Financial Modeling, SPSS, Microsoft Office, Data Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Finance, General
Bentley University 2009 — 2013
Bachelor of Science, Finance
Hanoi Amsterdam High School 2006 — 2009
High School Degree, Specialized in Math
Transamerica June 2015 - Present
Transamerica February 2015 - June 2015
Fitruvia Movement Analysis Systems March 2014 - August 2014
Simon Investment Fund (Meliora Fund) November 2013 - June 2014
PwC June 2012 - August 2012
Bentley University September 2010 - December 2011
Skills
Bloomberg, Risk Management, Market Research, Equity Valuation, Microsoft Excel, SQL, VBA, Financial Modeling, SPSS, Microsoft Office, Data Analysis
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2013 — 2014
Master of Science (MS), Finance, General
Bentley University 2009 — 2013
Bachelor of Science, Finance
Hanoi Amsterdam High School 2006 — 2009
High School Degree, Specialized in Math
Steven Flora's Transamerica Experience March 1984 - March 1986
Job Broker Manager at Blue Ridge Insurance Services
Industry Insurance
Experience
Blue Ridge Insurance Services September 2007 - Present
LD&B January 1989 - September 2007
Transamerica March 1984 - March 1986
Skills
Insurance, Strategic Planning, Employee Benefits, Health Insurance, Management, Leadership, Customer Service, Training, Disability Insurance, Brokers, Health Savings Accounts, Cold Calling, Program Management, Small Business, Life Insurance, Sales
Education
Bridgewater College 1977 — 1979
BS, Sociology
University of La Verne 1975 — 1977
Psychology
Blue Ridge Insurance Services September 2007 - Present
LD&B January 1989 - September 2007
Transamerica March 1984 - March 1986
Skills
Insurance, Strategic Planning, Employee Benefits, Health Insurance, Management, Leadership, Customer Service, Training, Disability Insurance, Brokers, Health Savings Accounts, Cold Calling, Program Management, Small Business, Life Insurance, Sales
Education
Bridgewater College 1977 — 1979
BS, Sociology
University of La Verne 1975 — 1977
Psychology
John Matsche John Matsche's Transamerica Experience September 1997 - October 1998
Job VP Strategy Manager at Bank of America
Industry Computer Software
Experience
Bank of America January 2011 - Present
Black Diamond Performance Reporting, LLC October 2009 - January 2011
Football Fanatics March 2008 - October 2009
Bank of America October 1998 - May 2007
Transamerica September 1997 - October 1998
NationsBank February 1996 - September 1997
Chase Manhattan Bank May 1995 - February 1996
Westinghouse SRS July 1990 - May 1995
Education
University of Central Florida
MBA, Business Administration
Augusta State University
BS, Computer Science
Bank of America January 2011 - Present
Black Diamond Performance Reporting, LLC October 2009 - January 2011
Football Fanatics March 2008 - October 2009
Bank of America October 1998 - May 2007
Transamerica September 1997 - October 1998
NationsBank February 1996 - September 1997
Chase Manhattan Bank May 1995 - February 1996
Westinghouse SRS July 1990 - May 1995
Education
University of Central Florida
MBA, Business Administration
Augusta State University
BS, Computer Science
Nancy A. Gardner Nancy A. Gardner's Transamerica Experience February 1982 - April 1990
Job World Class, FullService Professional and Trusted Residential Real Estate Broker
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage July 1997 - Present
Jones Lang LaSalle May 1990 - August 1996
Transamerica February 1982 - April 1990
Harvard Business School 1972 - 1973
Skills
Certified Relocation..., Buyer Representative, Sellers Agent, Negotiating Contracts, Marketing Strategy, Sales Management, First Time Home Buyers, Strategic Planning, New Business Development, Customer Service, Luxury Lifestyle, Townhomes, Single Family Homes, Condos, Buyers, Sellers, Buyer Representation, Listings, Real Estate Transactions, Contract Negotiation, Residential Homes, Foreclosures, Asset Management, Property, Real Estate, Sales, Selling, People Skills, Follow-through Skills, Corporate Relocation, Negotiation, Relocation, Short Sales, Referrals, Apartments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1981 — 1984
Candidate for Graduate Marketing
Boston University
Bachelor of Science Degree, Education
Colby Sawyer College
Liberal Arts
Coldwell Banker Residential Brokerage July 1997 - Present
Jones Lang LaSalle May 1990 - August 1996
Transamerica February 1982 - April 1990
Harvard Business School 1972 - 1973
Skills
Certified Relocation..., Buyer Representative, Sellers Agent, Negotiating Contracts, Marketing Strategy, Sales Management, First Time Home Buyers, Strategic Planning, New Business Development, Customer Service, Luxury Lifestyle, Townhomes, Single Family Homes, Condos, Buyers, Sellers, Buyer Representation, Listings, Real Estate Transactions, Contract Negotiation, Residential Homes, Foreclosures, Asset Management, Property, Real Estate, Sales, Selling, People Skills, Follow-through Skills, Corporate Relocation, Negotiation, Relocation, Short Sales, Referrals, Apartments
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1981 — 1984
Candidate for Graduate Marketing
Boston University
Bachelor of Science Degree, Education
Colby Sawyer College
Liberal Arts
Curtis D Hatten Jr, MPA Curtis D Hatten Jr, MPA's Transamerica Experience December 2011 - Present
Job Business Development Manager
Industry Business Supplies and Equipment
Experience
Cintas December 2013 - Present
Transamerica December 2011 - Present
Office Depot May 2012 - November 2013
ADT January 2011 - June 2012
University of Southern Mississippi January 2008 - January 2011
Skills
Marketing, Management, Sales, Negotiation, Account Management, Strategic Planning, Recruiting, Contract Negotiation, Marketing Strategy, Business Development, Leadership, Sales Management, Customer Service, Team Building, Coaching, Social Networking, Salesforce.com, New Business Development, Cold Calling, Microsoft Office, Social Media Marketing, Social Media, Investments, Microsoft Office (Word,..., B2B, Customer Retention, Customer Satisfaction
Education
Belhaven University 2014 — 2015
Master of Business Administration (M.B.A.), Accounting and Business/Management, A
Texas Southern University 2012 — 2013
Master of Public Administration (MPA), Public Administration, 3.2
University of Southern Mississippi 2007 — 2010
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, 3.4
Cintas December 2013 - Present
Transamerica December 2011 - Present
Office Depot May 2012 - November 2013
ADT January 2011 - June 2012
University of Southern Mississippi January 2008 - January 2011
Skills
Marketing, Management, Sales, Negotiation, Account Management, Strategic Planning, Recruiting, Contract Negotiation, Marketing Strategy, Business Development, Leadership, Sales Management, Customer Service, Team Building, Coaching, Social Networking, Salesforce.com, New Business Development, Cold Calling, Microsoft Office, Social Media Marketing, Social Media, Investments, Microsoft Office (Word,..., B2B, Customer Retention, Customer Satisfaction
Education
Belhaven University 2014 — 2015
Master of Business Administration (M.B.A.), Accounting and Business/Management, A
Texas Southern University 2012 — 2013
Master of Public Administration (MPA), Public Administration, 3.2
University of Southern Mississippi 2007 — 2010
Bachelor's Degree, Business, Management, Marketing, and Related Support Services, 3.4
Laura Varney's Transamerica Experience March 2006 - August 2012
Job Manager Business Risk and Controls at TIAACREF
Industry Financial Services
Experience
TIAA-CREF December 2013 - Present
TIAA-CREF September 2013 - December 2013
Time Warner Cable January 2013 - September 2013
Bank of America August 2012 - January 2013
Transamerica March 2006 - August 2012
Equifirst/Regions Bank 2003 - 2005
Cap Gemini Ernst & Young 2000 - September 2003
Union Commerce Title Company/First Union March 1999 - August 2000
Rendina Companies December 1993 - May 1997
Skills
Business Continuity, Disaster Recovery, Risk Management, Compliance, Legal Compliance, IT Audit, Windows Network..., Technology, Software Licensing, Sarbanes-Oxley, MIS, Project Management, Problem Solving, Project Planning, Software Project..., IT Relationship..., Network Administration, Process Improvement, Risk Governance, Risk Assessment, Mergers & Acquisitions, Program Management, Governance, Policy, Information Security, Enterprise Risk..., Integration, Operational Risk..., Training, Operational Risk, Business Continuity..., Change Management, Internal Audit, Business Development, Finance, PMO, Vendor Management, Six Sigma, Budgets, Business Process..., Leadership, Management, Financial Risk, Information Technology, Due Diligence, PMP, Sarbanes-Oxley Act, Information Security..., Forecasting, SDLC
Education
Villanova University 2009 — 2012
Masters Certificate Candidate Applied Project Management, Project Management
Barry University 1990 — 1993
Bachelors, Liberal Arts, Psychology
TIAA-CREF December 2013 - Present
TIAA-CREF September 2013 - December 2013
Time Warner Cable January 2013 - September 2013
Bank of America August 2012 - January 2013
Transamerica March 2006 - August 2012
Equifirst/Regions Bank 2003 - 2005
Cap Gemini Ernst & Young 2000 - September 2003
Union Commerce Title Company/First Union March 1999 - August 2000
Rendina Companies December 1993 - May 1997
Skills
Business Continuity, Disaster Recovery, Risk Management, Compliance, Legal Compliance, IT Audit, Windows Network..., Technology, Software Licensing, Sarbanes-Oxley, MIS, Project Management, Problem Solving, Project Planning, Software Project..., IT Relationship..., Network Administration, Process Improvement, Risk Governance, Risk Assessment, Mergers & Acquisitions, Program Management, Governance, Policy, Information Security, Enterprise Risk..., Integration, Operational Risk..., Training, Operational Risk, Business Continuity..., Change Management, Internal Audit, Business Development, Finance, PMO, Vendor Management, Six Sigma, Budgets, Business Process..., Leadership, Management, Financial Risk, Information Technology, Due Diligence, PMP, Sarbanes-Oxley Act, Information Security..., Forecasting, SDLC
Education
Villanova University 2009 — 2012
Masters Certificate Candidate Applied Project Management, Project Management
Barry University 1990 — 1993
Bachelors, Liberal Arts, Psychology
Cyndee Godlove's Transamerica Experience April 2013 - Present
Job Sr. IT Project Manager at Transamerica
Industry Insurance
Experience
Transamerica April 2013 - Present
Transamerica / AEGON USA June 2005 - December 2012
Skills
Sarbanes-Oxley Act, Resource Management, Business Analysis, Project Management, SharePoint, Software Documentation, Leadership, Management Consulting, SDLC, Process Improvement, Project Portfolio..., Risk Management, Visio, Requirements Gathering, Vendor Management, Business Process..., Business Process, Disaster Recovery, IT Management, Change Management, IT Strategy, PMO, ITIL, Requirements Analysis
Education
Augustana College 1979 — 1983
Bachelor of Arts (BA), Accounting and Computer Science
Grade school
Grade school
Transamerica April 2013 - Present
Transamerica / AEGON USA June 2005 - December 2012
Skills
Sarbanes-Oxley Act, Resource Management, Business Analysis, Project Management, SharePoint, Software Documentation, Leadership, Management Consulting, SDLC, Process Improvement, Project Portfolio..., Risk Management, Visio, Requirements Gathering, Vendor Management, Business Process..., Business Process, Disaster Recovery, IT Management, Change Management, IT Strategy, PMO, ITIL, Requirements Analysis
Education
Augustana College 1979 — 1983
Bachelor of Arts (BA), Accounting and Computer Science
Grade school
Grade school
Bill Nebel's Transamerica Experience 1994 - 1998
Job Director National Accounts
Industry Financial Services
Experience
Wells Fargo Capital Finance July 2011 - Present
Castle Pines Capital 2007 - Present
Textron Financial January 2004 - February 2007
Deutsche Financial Services 1998 - 2002
Transamerica Distribution Finance 1994 - 1998
Transamerica 1994 - 1998
ITT Commercial Finance 1989 - 1994
Skills
Business Development, New Business Development, Direct Sales, Portfolio Management, Asset Based Lending, Financial Analysis, Credit, Customer Service, Commercial Lending, Finance, Sales, Relationship Management, Credit Analysis, Risk Management, CRM, Underwriting
Education
Benedictine College 1969 — 1973
BS, Business Administration - Marketing
Wells Fargo Capital Finance July 2011 - Present
Castle Pines Capital 2007 - Present
Textron Financial January 2004 - February 2007
Deutsche Financial Services 1998 - 2002
Transamerica Distribution Finance 1994 - 1998
Transamerica 1994 - 1998
ITT Commercial Finance 1989 - 1994
Skills
Business Development, New Business Development, Direct Sales, Portfolio Management, Asset Based Lending, Financial Analysis, Credit, Customer Service, Commercial Lending, Finance, Sales, Relationship Management, Credit Analysis, Risk Management, CRM, Underwriting
Education
Benedictine College 1969 — 1973
BS, Business Administration - Marketing
Lee Hudspeth's Transamerica Experience January 2012 - Present
Job Sr. Network Engineer at Transamerica
Industry Insurance
Experience
Transamerica January 2012 - Present
AEGON Direct Marketing Services 2005 - January 2012
Aegon DMS 1996 - 2005
JCPenney 1988 - 1996
Skills
Cisco Technologies, Network Design, Cisco Wireless, IT Strategy, Integration, Firewalls, Vendor Management, Data Center, IT Management, Virtualization, Visio, Servers, Requirements Analysis, Disaster Recovery, Enterprise Architecture, Wireshark, Digital Signage, IPTV, VoIP, Network Engineering, Wireless Networking, Structured Cabling, MPLS, IT Operations, System Deployment, Troubleshooting, VMware, Switches, Management, WAN, Security, Information Security, Microsoft Exchange, CISSP, Call Centers, Network Security, DNS, Windows Server, TCP/IP, Networking, VPN, Network Administration, Cisco Nexus, VMware ESX, Unix, Citrix, Business Continuity, Routers, Information Technology, Solaris
Education
Baylor University 1983 — 1987
BA, Computer Science
Transamerica January 2012 - Present
AEGON Direct Marketing Services 2005 - January 2012
Aegon DMS 1996 - 2005
JCPenney 1988 - 1996
Skills
Cisco Technologies, Network Design, Cisco Wireless, IT Strategy, Integration, Firewalls, Vendor Management, Data Center, IT Management, Virtualization, Visio, Servers, Requirements Analysis, Disaster Recovery, Enterprise Architecture, Wireshark, Digital Signage, IPTV, VoIP, Network Engineering, Wireless Networking, Structured Cabling, MPLS, IT Operations, System Deployment, Troubleshooting, VMware, Switches, Management, WAN, Security, Information Security, Microsoft Exchange, CISSP, Call Centers, Network Security, DNS, Windows Server, TCP/IP, Networking, VPN, Network Administration, Cisco Nexus, VMware ESX, Unix, Citrix, Business Continuity, Routers, Information Technology, Solaris
Education
Baylor University 1983 — 1987
BA, Computer Science
Andy Yockey's Transamerica Experience July 2014 - Present
Job Sr. Programmer Analyst at Transamerica
Industry Information Technology and Services
Experience
Transamerica July 2014 - Present
CSC (Computer Sciences Corporation) March 2001 - June 2014
Mynd f/k/a PMSC/Cybertek September 1996 - March 2001
Systems Engineering Services September 1995 - September 1996
Professional Data Management (PDM) July 1994 - August 1995
Golden Rule Insurance March 1988 - July 1994
Bowling Green State University June 1987 - March 1988
Skills
Mainframe, Testing, COBOL, JCL, CICS, Assembler, Fileaid, VSAM, SDLC, Data Warehousing, Business Intelligence, Requirements Gathering, Requirements Analysis, DB2, Databases, Systems Analysis, ERP, Visio, Software Development, SQL, PL/SQL, Business Analysis, Software Project..., Oracle, Visual Basic
Education
Bowling Green State University 1987 — 1988
Business, Computer Science
Bowling Green State University 1982 — 1987
Bachelor of Arts, Business, Computer Science
Transamerica July 2014 - Present
CSC (Computer Sciences Corporation) March 2001 - June 2014
Mynd f/k/a PMSC/Cybertek September 1996 - March 2001
Systems Engineering Services September 1995 - September 1996
Professional Data Management (PDM) July 1994 - August 1995
Golden Rule Insurance March 1988 - July 1994
Bowling Green State University June 1987 - March 1988
Skills
Mainframe, Testing, COBOL, JCL, CICS, Assembler, Fileaid, VSAM, SDLC, Data Warehousing, Business Intelligence, Requirements Gathering, Requirements Analysis, DB2, Databases, Systems Analysis, ERP, Visio, Software Development, SQL, PL/SQL, Business Analysis, Software Project..., Oracle, Visual Basic
Education
Bowling Green State University 1987 — 1988
Business, Computer Science
Bowling Green State University 1982 — 1987
Bachelor of Arts, Business, Computer Science
Ken Boucher's Transamerica Experience September 2012 - Present
Job Innovator, Finanical & Data Analytics Specialist, Entrepreneur & Recovering Lawyer
Industry Financial Services
Experience
Transamerica September 2012 - Present
The Cruz Corporation January 2008 - January 2013
Bridgewater Associates March 2011 - September 2012
XML Core Technologies October 2009 - February 2011
Boucher Legal Services May 2005 - May 2007
Upton & Hatfiled, LLP February 2004 - May 2005
U.S. Department of Commerce January 2002 - August 2002
Skills
Strategy, Analytics, Risk Management, Management, Financial Modeling, Entrepreneurship, Financial Analysis, Finance, Portfolio Management, Investments, Business Strategy, Analysis, Bloomberg, Business Analysis, Business Development, Business Planning, Competitive Analysis, Cross-functional Team..., Data Analysis, Economics, Executive Management, Forecasting, Hedge Funds, Leadership, Management Consulting, Market Research, Private Equity, Start-ups, Strategic Planning, Asset Management
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
MBA
The George Washington University Law School 2001 — 2003
JD
Boston University School of Law 2000 — 2001
Doctor of Law (J.D.)
Saint Anselm College 1996 — 1999
BA
St. John's College 1995 — 1995
Transamerica September 2012 - Present
The Cruz Corporation January 2008 - January 2013
Bridgewater Associates March 2011 - September 2012
XML Core Technologies October 2009 - February 2011
Boucher Legal Services May 2005 - May 2007
Upton & Hatfiled, LLP February 2004 - May 2005
U.S. Department of Commerce January 2002 - August 2002
Skills
Strategy, Analytics, Risk Management, Management, Financial Modeling, Entrepreneurship, Financial Analysis, Finance, Portfolio Management, Investments, Business Strategy, Analysis, Bloomberg, Business Analysis, Business Development, Business Planning, Competitive Analysis, Cross-functional Team..., Data Analysis, Economics, Executive Management, Forecasting, Hedge Funds, Leadership, Management Consulting, Market Research, Private Equity, Start-ups, Strategic Planning, Asset Management
Education
University of Notre Dame - Mendoza College of Business 2007 — 2008
MBA
The George Washington University Law School 2001 — 2003
JD
Boston University School of Law 2000 — 2001
Doctor of Law (J.D.)
Saint Anselm College 1996 — 1999
BA
St. John's College 1995 — 1995
Jim Thornburgh's Transamerica Experience 1994 - 1999
Job Financial Services Professional
Industry Insurance
Experience
Transamerica Financial Advisors, Inc. VP Advanced SalesISIS1999 - September 2014
Transamerica 1994 - 1999
Transamerica 1992 - 1994
Northern LIfe Insurance 1985 - 1989
Skills
Insurance, Retirement Planning, Life Insurance, Term Life Insurance, Disability Insurance, Financial Planning, Fixed Annuities, Retirement, Estate Planning, Long-term Care
Education
Boston University School of Law 1984 — 1985
LLM, Masters of Tax
Seattle University School of Law 1981 — 1984
JD, Law
University of Washington 1977 — 1981
BA, Business
Transamerica Financial Advisors, Inc. VP Advanced SalesISIS1999 - September 2014
Transamerica 1994 - 1999
Transamerica 1992 - 1994
Northern LIfe Insurance 1985 - 1989
Skills
Insurance, Retirement Planning, Life Insurance, Term Life Insurance, Disability Insurance, Financial Planning, Fixed Annuities, Retirement, Estate Planning, Long-term Care
Education
Boston University School of Law 1984 — 1985
LLM, Masters of Tax
Seattle University School of Law 1981 — 1984
JD, Law
University of Washington 1977 — 1981
BA, Business
Lisa Tracy, PMP's Transamerica Experience May 2008 - November 2008
Job Vice President Project Manager at Bank of America
Industry Financial Services
Experience
Bank of America May 2013 - Present
Bank of America November 2012 - Present
TEK Systems/TIAA-CREF August 2012 - November 2012
LPL Financial February 2011 - July 2012
Wells Fargo Advisors through TEK Systems May 2010 - March 2011
Transamerica Reinsurance (AEGON USA) 2009 - May 2010
Transamerica May 2008 - November 2008
Family Dollar May 2007 - May 2008
Exact Software November 2006 - May 2007
Nationwide Insurance October 1996 - November 2006
Skills
Software Development..., Governance, Program Management, PMP, PMI, PMO, Waterfall, PMBOK, MS Project, SDLC, Project Portfolio..., Software Project..., User Acceptance Testing, Rollout
Education
The George Washington University 2000 — 2002
Master's Certificate, Project Management
Franklin University 1997 — 1999
MBA, Information Technology
The Ohio State University 1993 — 1994
MA, Health, Physical Education and Recreation
Bowling Green State University 1988 — 1992
B.S., Education, Sport Management
Bank of America May 2013 - Present
Bank of America November 2012 - Present
TEK Systems/TIAA-CREF August 2012 - November 2012
LPL Financial February 2011 - July 2012
Wells Fargo Advisors through TEK Systems May 2010 - March 2011
Transamerica Reinsurance (AEGON USA) 2009 - May 2010
Transamerica May 2008 - November 2008
Family Dollar May 2007 - May 2008
Exact Software November 2006 - May 2007
Nationwide Insurance October 1996 - November 2006
Skills
Software Development..., Governance, Program Management, PMP, PMI, PMO, Waterfall, PMBOK, MS Project, SDLC, Project Portfolio..., Software Project..., User Acceptance Testing, Rollout
Education
The George Washington University 2000 — 2002
Master's Certificate, Project Management
Franklin University 1997 — 1999
MBA, Information Technology
The Ohio State University 1993 — 1994
MA, Health, Physical Education and Recreation
Bowling Green State University 1988 — 1992
B.S., Education, Sport Management
Izora Jones's Transamerica Experience 2012 - Present
Job Certified LFE Instructor
Industry Financial Services
Experience
Transamerica 2012 - Present
LFE Institute January 2010 - Present
Transamerica 2011 - 2012
CBRE 2008 - 2012
Primerica January 2008 - December 2010
CBRE 1997 - 2005
Skills
E-Learning, Investments, Teaching, Finance, Leadership, Portfolio Management, Budgets, Training, Small Business, Entrepreneurship, Coaching, Analysis, Management Consulting
Education
Metropolitan College of New York - School of Business
Bachelor of Business Administration (B.B.A.)
City University of New York-Baruch College 1999 — 2000
Entrepreneurial and Small Business Operations
A. Phillip Randolph Campus High School
Transamerica 2012 - Present
LFE Institute January 2010 - Present
Transamerica 2011 - 2012
CBRE 2008 - 2012
Primerica January 2008 - December 2010
CBRE 1997 - 2005
Skills
E-Learning, Investments, Teaching, Finance, Leadership, Portfolio Management, Budgets, Training, Small Business, Entrepreneurship, Coaching, Analysis, Management Consulting
Education
Metropolitan College of New York - School of Business
Bachelor of Business Administration (B.B.A.)
City University of New York-Baruch College 1999 — 2000
Entrepreneurial and Small Business Operations
A. Phillip Randolph Campus High School
Allison Winge (Barlow)'s Transamerica Experience September 2008 - September 2014
Job 401k Guru/Retirement Plan Consultant/Third Party Administration /Partner at Vantage Point Benefit Advisors
Industry Financial Services
Experience
Vantage Point Benefit Advisors January 2015 - Present
Winge Carpentry, Inc. July 2013 - Present
Transamerica September 2008 - September 2014
JULY Business Services September 2005 - September 2008
CPI Qualified Plan Consultants September 2000 - September 2005
Skills
Defined Benefit, Pensions, Retirement Planning, Business Planning, 401k, Mutual Funds, Financial Advisory, Employee Benefits, Marketing, Retirement, ERISA, Series 7, Sales, Series 63, Finance
Education
Brigham Young University
Business
Vantage Point Benefit Advisors January 2015 - Present
Winge Carpentry, Inc. July 2013 - Present
Transamerica September 2008 - September 2014
JULY Business Services September 2005 - September 2008
CPI Qualified Plan Consultants September 2000 - September 2005
Skills
Defined Benefit, Pensions, Retirement Planning, Business Planning, 401k, Mutual Funds, Financial Advisory, Employee Benefits, Marketing, Retirement, ERISA, Series 7, Sales, Series 63, Finance
Education
Brigham Young University
Business
Brett McAvoy's Transamerica Experience 2005 - 2007
Job Regional Vice President
Industry Investment Management
Experience
Steadfast Companies January 2014 - Present
Curian Capital January 2008 - January 2014
Transamerica 2005 - 2007
The Hartford August 2002 - December 2005
Skills
Separately Managed..., Wholesaling, Series 7, Mutual Funds, Annuities, Alternative Investments, Financial Advisory, Investment Advisory, Retirement Planning, Strategic Financial..., Fixed Annuities, Financial Planners, 401k Rollovers, Estate Planning, Investments, Public Speaking, Series 65, Series 6
Education
Brigham Young University 1997 — 2001
BA, Portuguese
Steadfast Companies January 2014 - Present
Curian Capital January 2008 - January 2014
Transamerica 2005 - 2007
The Hartford August 2002 - December 2005
Skills
Separately Managed..., Wholesaling, Series 7, Mutual Funds, Annuities, Alternative Investments, Financial Advisory, Investment Advisory, Retirement Planning, Strategic Financial..., Fixed Annuities, Financial Planners, 401k Rollovers, Estate Planning, Investments, Public Speaking, Series 65, Series 6
Education
Brigham Young University 1997 — 2001
BA, Portuguese
Denise Gigi's Transamerica Experience June 1994 - February 2001
Job Senior Analyst Real Estate Operations at Verizon Wireless
Industry Real Estate
Experience
Verizon Wireless August 2014 - Present
Toys "R" Us, Inc. August 2001 - March 2014
Transamerica June 1994 - February 2001
Skills
Due Diligence, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Real Estate, Retail, Contract Negotiation, Real Estate Transactions, Leases, Customer Service, Negotiation, Shopping Centers, Microsoft Office, Budgets
Education
Fairleigh Dickinson University 2004 — 2005
Paralegal Certificate
Bergen Community College 1984 — 1986
Bergenfield High School
Bergenfield High School
Verizon Wireless August 2014 - Present
Toys "R" Us, Inc. August 2001 - March 2014
Transamerica June 1994 - February 2001
Skills
Due Diligence, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Real Estate, Retail, Contract Negotiation, Real Estate Transactions, Leases, Customer Service, Negotiation, Shopping Centers, Microsoft Office, Budgets
Education
Fairleigh Dickinson University 2004 — 2005
Paralegal Certificate
Bergen Community College 1984 — 1986
Bergenfield High School
Bergenfield High School
Bill Schatz's Transamerica Experience May 2009 - December 2014
Job Regional Vice President at AXA Advisors
Industry Insurance
Experience
AXA Advisors February 2015 - Present
Transamerica May 2009 - December 2014
Highland Capital Brokerage March 2005 - May 2009
Skills
Sales, Life Insurance, Term Life Insurance, Fixed Annuities, Series 6, Insurance, Retirement, Retirement Planning, Series 63, Long-term Care, Disability Insurance, Underwriting, Financial Planning
Education
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA Economics
AXA Advisors February 2015 - Present
Transamerica May 2009 - December 2014
Highland Capital Brokerage March 2005 - May 2009
Skills
Sales, Life Insurance, Term Life Insurance, Fixed Annuities, Series 6, Insurance, Retirement, Retirement Planning, Series 63, Long-term Care, Disability Insurance, Underwriting, Financial Planning
Education
Baruch College, City University of New York (CUNY) 1988 — 1992
BBA Economics
Meryl Meyer's Transamerica Experience 1989 - 1994
Job Sr. Database Developer and Microstrategy Developer at Equator (R) and Altisource (R) Business Unit
Industry Information Technology and Services
Experience
Equator (R) and Altisource (R) Business Unit April 2012 - Present
OneWest Bank and Financial Freedom December 1998 - April 2012
Various Consulting Clients August 1994 - December 1998
Transamerica 1989 - 1994
Skills
MS SQL Server, MS Reporting Services, Crystal Reports, SQL, Requirements Analysis, Business Intelligence, Systems Analysis, Analysis, Process Improvement, Microsoft SQL Server, Microstrategy, Data Warehousing, SSIS, Access, SSRS, Databases
Education
Boston University Questrom School of Business 1979 — 1983
BS/BA, Finance
Self Taught
Equator (R) and Altisource (R) Business Unit April 2012 - Present
OneWest Bank and Financial Freedom December 1998 - April 2012
Various Consulting Clients August 1994 - December 1998
Transamerica 1989 - 1994
Skills
MS SQL Server, MS Reporting Services, Crystal Reports, SQL, Requirements Analysis, Business Intelligence, Systems Analysis, Analysis, Process Improvement, Microsoft SQL Server, Microstrategy, Data Warehousing, SSIS, Access, SSRS, Databases
Education
Boston University Questrom School of Business 1979 — 1983
BS/BA, Finance
Self Taught
Martha Eberhart's Transamerica Experience 1994 - 2008
Job Senior Performance/Capacity Specialist at Blue Cross Blue Shield of Kansas
Industry Information Technology and Services
Experience
Blue Cross Blue Shield of Kansas July 2008 - Present
Transamerica Life 1994 - 2008
Transamerica 1994 - 2008
Transamerica / AEGON 1994 - 2008
Transamerica Life Insurance 1994 - 2008
Transamerica Occidental Life Insurance Company (AEGON) 1994 - 2008
Education
Baker University 1980 — 1984
Blue Cross Blue Shield of Kansas July 2008 - Present
Transamerica Life 1994 - 2008
Transamerica 1994 - 2008
Transamerica / AEGON 1994 - 2008
Transamerica Life Insurance 1994 - 2008
Transamerica Occidental Life Insurance Company (AEGON) 1994 - 2008
Education
Baker University 1980 — 1984
Steven Stanford, CPA's Transamerica Experience 1991 - 2000
Job Steven R. Stanford, CPA
Industry Accounting
Experience
Barton Black, CPA February 2013 - April 2014
Music in Motion August 2007 - December 2012
Dallas County Tax Assessor Collector July 2001 - August 2007
Jefferson Wells October 2000 - July 2001
Transamerica 1991 - 2000
Skills
Accounting, Financial Reporting, Investments, Integration, Financial Services, Sales, Management, Tax Preparation, Tax, Marketing, General Ledger, Internal Controls, Financial Statements, Finance, Customer Service, Account Reconciliation, Management Consulting, Insurance, Business Strategy, Financial Accounting, QuickBooks, PeopleSoft, Risk Management, Auditing, Cash Management, Budgets, Internal Audit, Banking, Contract Negotiation, Software Documentation, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Managerial Finance, Due Diligence, Payroll, Financial Modeling, Hyperion Enterprise, Strategic Financial..., Variance Analysis, Mergers & Acquisitions, Accounts Payable, Forecasting, Cost Accounting, Sarbanes-Oxley, Process Improvement, Analysis, CPA, Cash Flow
Education
Baylor University - Hankamer School of Business 1986 — 1990
Brownwood
Barton Black, CPA February 2013 - April 2014
Music in Motion August 2007 - December 2012
Dallas County Tax Assessor Collector July 2001 - August 2007
Jefferson Wells October 2000 - July 2001
Transamerica 1991 - 2000
Skills
Accounting, Financial Reporting, Investments, Integration, Financial Services, Sales, Management, Tax Preparation, Tax, Marketing, General Ledger, Internal Controls, Financial Statements, Finance, Customer Service, Account Reconciliation, Management Consulting, Insurance, Business Strategy, Financial Accounting, QuickBooks, PeopleSoft, Risk Management, Auditing, Cash Management, Budgets, Internal Audit, Banking, Contract Negotiation, Software Documentation, SEC filings, Sarbanes-Oxley Act, US GAAP, Financial Analysis, Managerial Finance, Due Diligence, Payroll, Financial Modeling, Hyperion Enterprise, Strategic Financial..., Variance Analysis, Mergers & Acquisitions, Accounts Payable, Forecasting, Cost Accounting, Sarbanes-Oxley, Process Improvement, Analysis, CPA, Cash Flow
Education
Baylor University - Hankamer School of Business 1986 — 1990
Brownwood
Diane Dinneen's Transamerica Experience April 2001 - March 2004
Job Relationship Manager @ Empower Retirement
Industry Financial Services
Experience
Empower Retirement April 2004 - Present
Transamerica April 2001 - March 2004
ING Investment Management September 1998 - March 2001
Transamerica September 1997 - August 1998
Skills
401k, Series 63, Series 6, FINRA Series 6, Customer Relations, Retirement, Benefits Administration, CRM, Customer Service, Employee Benefits, Investments, Mutual Funds, Pensions, Retirement Planning
Education
Boston College
Regis College
Sociology
Empower Retirement April 2004 - Present
Transamerica April 2001 - March 2004
ING Investment Management September 1998 - March 2001
Transamerica September 1997 - August 1998
Skills
401k, Series 63, Series 6, FINRA Series 6, Customer Relations, Retirement, Benefits Administration, CRM, Customer Service, Employee Benefits, Investments, Mutual Funds, Pensions, Retirement Planning
Education
Boston College
Regis College
Sociology
Sarah Orvis's Transamerica Experience July 2015 - Present
Job Manager, Meeting Planning & Events at Transamerica
Industry Events Services
Experience
Transamerica July 2015 - Present
Transamerica July 2012 - Present
Education
Brandeis University 1999 — 2003
Bachelor of Arts (B.A.), Psychology
Transamerica July 2015 - Present
Transamerica July 2012 - Present
Education
Brandeis University 1999 — 2003
Bachelor of Arts (B.A.), Psychology
Matthew Reimer's Transamerica Experience October 2012 - March 2014
Job Owner at Benefit Administration, Inc.
Industry Financial Services
Experience
Benefit Administration, Inc. March 2014 - Present
Transamerica October 2012 - March 2014
The Guardian Life Insurance Company of America April 2011 - October 2012
John Hancock October 2004 - April 2011
Scudder Investments 2000 - 2004
Skills
401k, Series 63, Securities, Series 7, Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Series 6, FINRA, Sales, Strategic Financial..., Financial Services, Financial Advisory, Life Insurance, Sales Management, Wealth Management, Customer Service, Asset Allocation, Insurance, Investments, Series 65, Variable Annuities, Retirement Plan..., IRAs
Education
Bradley University 1994 — 1998
Morrison High School
Benefit Administration, Inc. March 2014 - Present
Transamerica October 2012 - March 2014
The Guardian Life Insurance Company of America April 2011 - October 2012
John Hancock October 2004 - April 2011
Scudder Investments 2000 - 2004
Skills
401k, Series 63, Securities, Series 7, Fixed Annuities, Mutual Funds, Retirement, Retirement Planning, Series 6, FINRA, Sales, Strategic Financial..., Financial Services, Financial Advisory, Life Insurance, Sales Management, Wealth Management, Customer Service, Asset Allocation, Insurance, Investments, Series 65, Variable Annuities, Retirement Plan..., IRAs
Education
Bradley University 1994 — 1998
Morrison High School
Frank Salazar's Transamerica Experience September 2007 - April 2014
Job Client Success Consultant at Ubiquity Retirement & Savings
Industry Financial Services
Experience
Ubiquity Retirement + Savings April 2014 - Present
Frank Salazar Income Tax Service January 1995 - Present
Transamerica September 2007 - April 2014
SunAmerica February 1998 - September 2007
Skills
Series 63, Series 6, Fixed Annuities, 401k, Retirement, Financial Services, Mutual Funds, Mortgage Lending, Retirement Planning, Investments, ARPC, Management, Relationship Management, Leadership, Risk Management, Customer Service, Pensions
Education
Azusa Pacific University
Bachelor of Science (B.S.), Business Administration and Management, General
Ubiquity Retirement + Savings April 2014 - Present
Frank Salazar Income Tax Service January 1995 - Present
Transamerica September 2007 - April 2014
SunAmerica February 1998 - September 2007
Skills
Series 63, Series 6, Fixed Annuities, 401k, Retirement, Financial Services, Mutual Funds, Mortgage Lending, Retirement Planning, Investments, ARPC, Management, Relationship Management, Leadership, Risk Management, Customer Service, Pensions
Education
Azusa Pacific University
Bachelor of Science (B.S.), Business Administration and Management, General
Randall Brumbelow's Transamerica Experience 1998 - 2000
Job President at Argus Business Consulting
Industry Financial Services
Experience
Argus Business Consulting LLC 2005 - Present
Integral Financial Group 2003 - 2012
SiriusXM 2009 - 2010
Body Blue Inc. 2005 - 2006
Morgan Franklin Corporation 2003 - 2005
Hagemeyer North America 2001 - 2003
Transamerica 1998 - 2000
GE Capital 1996 - 1998
GE Capital 1993 - 1996
GE Capital 1989 - 1993
Skills
Financial Analysis, Process Improvement, Financial Reporting, General Ledger, Mergers, Accounting, Managerial Finance, Internal Controls, Business Strategy, SEC filings, Executive Management, Leadership, Business Planning, Management Consulting, Strategy, Strategic Planning, Sarbanes-Oxley Act, Mergers & Acquisitions, Risk Management
Education
Berry College - Campbell School of Business 1977 — 1979
MBA, Accounting/Finance
University of Georgia - Terry College of Business 1969 — 1974
BBA, Finance
Argus Business Consulting LLC 2005 - Present
Integral Financial Group 2003 - 2012
SiriusXM 2009 - 2010
Body Blue Inc. 2005 - 2006
Morgan Franklin Corporation 2003 - 2005
Hagemeyer North America 2001 - 2003
Transamerica 1998 - 2000
GE Capital 1996 - 1998
GE Capital 1993 - 1996
GE Capital 1989 - 1993
Skills
Financial Analysis, Process Improvement, Financial Reporting, General Ledger, Mergers, Accounting, Managerial Finance, Internal Controls, Business Strategy, SEC filings, Executive Management, Leadership, Business Planning, Management Consulting, Strategy, Strategic Planning, Sarbanes-Oxley Act, Mergers & Acquisitions, Risk Management
Education
Berry College - Campbell School of Business 1977 — 1979
MBA, Accounting/Finance
University of Georgia - Terry College of Business 1969 — 1974
BBA, Finance
Howell Martinez's Transamerica Experience October 2004 - November 2010
Job Director, Procurement Services at Molina Healthcare
Industry Insurance
Experience
Molina Healthcare November 2010 - Present
Transamerica October 2004 - November 2010
County of Santa Clara May 2002 - October 2004
Remedy Acquired by BMC August 2000 - October 2001
IBM Global Services (formerly PricewaterhouseCoopers Consulting) 1999 - 2000
Octel October 1995 - May 1999
Skills
Vendor Management, ERP, Process Improvement, Purchasing, SAP, Supply Chain Management, Coupa, eProcurement, Purchasing Manager, Change Management, E-procurement, Strategic Sourcing, RFP, Sourcing, Procurement, SaaS, Consulting
Education
Brandman University, Part of the Chapman University System 2013 — 2015
Master of Business Administration (M.B.A.)
Santa Clara University 1991 — 1995
BS in Commerce, Marketing
Wilcox, High School 1987 — 1991
HS Degree, Life
Molina Healthcare November 2010 - Present
Transamerica October 2004 - November 2010
County of Santa Clara May 2002 - October 2004
Remedy Acquired by BMC August 2000 - October 2001
IBM Global Services (formerly PricewaterhouseCoopers Consulting) 1999 - 2000
Octel October 1995 - May 1999
Skills
Vendor Management, ERP, Process Improvement, Purchasing, SAP, Supply Chain Management, Coupa, eProcurement, Purchasing Manager, Change Management, E-procurement, Strategic Sourcing, RFP, Sourcing, Procurement, SaaS, Consulting
Education
Brandman University, Part of the Chapman University System 2013 — 2015
Master of Business Administration (M.B.A.)
Santa Clara University 1991 — 1995
BS in Commerce, Marketing
Wilcox, High School 1987 — 1991
HS Degree, Life
Connie Axt's Transamerica Experience July 2013 - Present
Job Project Portfolio Analyst at Transamerica
Industry Information Technology and Services
Experience
Transamerica July 2013 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas July 2012 - June 2013
UMT Consulting Group July 2009 - June 2012
Southwest Airlines September 2000 - August 2008
Keane February 1998 - September 2000
Pagemart Wireless May 1997 - February 1998
Computer City March 1993 - May 1997
Skills
Project Management, Program Management, SharePoint, MS Project, Business Intelligence, Project Portfolio..., PMO, Business Process..., IT Strategy, Business Analysis, Training, SDLC, PMP, Requirements Gathering, Business Process, Software Development
Education
Austin College 1981 — 1985
Grand Prairie High
Transamerica July 2013 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas July 2012 - June 2013
UMT Consulting Group July 2009 - June 2012
Southwest Airlines September 2000 - August 2008
Keane February 1998 - September 2000
Pagemart Wireless May 1997 - February 1998
Computer City March 1993 - May 1997
Skills
Project Management, Program Management, SharePoint, MS Project, Business Intelligence, Project Portfolio..., PMO, Business Process..., IT Strategy, Business Analysis, Training, SDLC, PMP, Requirements Gathering, Business Process, Software Development
Education
Austin College 1981 — 1985
Grand Prairie High
Nancy Losee's Transamerica Experience 1986 - 2000
Job Special Projects Administrator
Industry Executive Office
Experience
Thomas & Betts September 2013 - Present
FedEx 2012 - 2013
Capital Equipment Management, Inc. 2005 - 2010
Pepsi Bottling Company 2004 - 2005
US Dist Court - NY 2000 - 2002
Transamerica 1986 - 2000
Education
Christian Brothers University 2010 — 2010
Continuing Education, Human Resources, A
Pace University-Pleasantville/Briarcliff Campus 2008 — 2008
Continuing Education, Communications, A
State University of New York at Binghamton 2000 — 2000
Continuing Educations, Certificate of Paralegal Studies, A
Katherine Gibbs School 1980 — 1982
Professional Studies, Business Communications/Administation, A
Thomas & Betts September 2013 - Present
FedEx 2012 - 2013
Capital Equipment Management, Inc. 2005 - 2010
Pepsi Bottling Company 2004 - 2005
US Dist Court - NY 2000 - 2002
Transamerica 1986 - 2000
Education
Christian Brothers University 2010 — 2010
Continuing Education, Human Resources, A
Pace University-Pleasantville/Briarcliff Campus 2008 — 2008
Continuing Education, Communications, A
State University of New York at Binghamton 2000 — 2000
Continuing Educations, Certificate of Paralegal Studies, A
Katherine Gibbs School 1980 — 1982
Professional Studies, Business Communications/Administation, A
Chris Kimery's Transamerica Experience March 1994 - June 2000
Job AVP Underwriting at Colonial Life
Industry Insurance
Experience
Colonial Life October 2005 - Present
First Life America July 2000 - September 2005
Transamerica March 1994 - June 2000
Skills
Life Insurance, Insurance, Employee Benefits, Property & Casualty..., Whole Life, Universal Life, Critical Illness, Long-term Care, Vendor Management, Group Insurance, Product Development, Product Management, Compliance, Legal Compliance, Vendor Contracts, Reinsurance, Survivorship, Privacy Protection, Regulatory Affairs, Governmental Affairs, Medical Underwriting, Market Conduct, Claim, Term Life Insurance, Underwriting, Disability Insurance, Health Insurance
Education
Baker University 1998 — 2000
MBA
University of Kansas 1989 — 1994
Bachelor's degree, History
Colonial Life October 2005 - Present
First Life America July 2000 - September 2005
Transamerica March 1994 - June 2000
Skills
Life Insurance, Insurance, Employee Benefits, Property & Casualty..., Whole Life, Universal Life, Critical Illness, Long-term Care, Vendor Management, Group Insurance, Product Development, Product Management, Compliance, Legal Compliance, Vendor Contracts, Reinsurance, Survivorship, Privacy Protection, Regulatory Affairs, Governmental Affairs, Medical Underwriting, Market Conduct, Claim, Term Life Insurance, Underwriting, Disability Insurance, Health Insurance
Education
Baker University 1998 — 2000
MBA
University of Kansas 1989 — 1994
Bachelor's degree, History
Lindsay Field's Transamerica Experience 2008 - 2009
Job Client Strategist, PwC
Industry Accounting
Experience
PwC 2014 - Present
Field & Field 2012 - Present
L. Field Consulting, LLC June 2011 - Present
University of Colorado at Boulder 2009 - July 2011
Transamerica 2008 - 2009
Highland Associates Architecture, Engineering, Design, P.C. 2005 - 2006
Ford Models, Inc. 1999 - 2000
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MBA
Emerson College 2002 — 2004
MFA, Writing
Boston College - Carroll School of Management
BS, Marketing
PwC 2014 - Present
Field & Field 2012 - Present
L. Field Consulting, LLC June 2011 - Present
University of Colorado at Boulder 2009 - July 2011
Transamerica 2008 - 2009
Highland Associates Architecture, Engineering, Design, P.C. 2005 - 2006
Ford Models, Inc. 1999 - 2000
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MBA
Emerson College 2002 — 2004
MFA, Writing
Boston College - Carroll School of Management
BS, Marketing
Michael Volo's Transamerica Experience 1996 - 1997
Job Senior Partner at Cammack Retirement Group
Industry Financial Services
Experience
Cammack Retirement Group February 2011 - Present
Fidelity Investments February 2009 - January 2011
Fidelity Investments September 2007 - February 2009
Fidelity Investments September 2005 - September 2007
Deutsche Asset Management 2004 - 2005
Scudder Investments 1999 - 2005
Key Bank 1997 - 1998
Transamerica 1996 - 1997
Fidelity Investments 1990 - 1996
Skills
Investments, Mutual Funds, Retirement, Financial Services, Relationship Management, Sales, Marketing, Asset Allocation, Asset Managment, Retirement Planning
Education
Boston College 1987 — 1990
B.S., Finance
Saint Anselm College 1985 — 1986
Lynn Classical High School 1982 — 1985
Cammack Retirement Group February 2011 - Present
Fidelity Investments February 2009 - January 2011
Fidelity Investments September 2007 - February 2009
Fidelity Investments September 2005 - September 2007
Deutsche Asset Management 2004 - 2005
Scudder Investments 1999 - 2005
Key Bank 1997 - 1998
Transamerica 1996 - 1997
Fidelity Investments 1990 - 1996
Skills
Investments, Mutual Funds, Retirement, Financial Services, Relationship Management, Sales, Marketing, Asset Allocation, Asset Managment, Retirement Planning
Education
Boston College 1987 — 1990
B.S., Finance
Saint Anselm College 1985 — 1986
Lynn Classical High School 1982 — 1985
Austin Morgan's Transamerica Experience September 2012 - August 2015
Job Employee Benefits Consultant
Industry Insurance
Experience
Assurance August 2015 - Present
Transamerica September 2012 - August 2015
Unum August 2009 - August 2012
Merrill Lynch August 2003 - October 2007
National City Bank 2003 - 2004
Skills
Sales, Insurance, Disability Insurance, Account Management, Sales Operations, Employee Benefits, Finance, Management, Voluntary Employee...
Education
Augustana College 2000 — 2003
BA, Finance
Assurance August 2015 - Present
Transamerica September 2012 - August 2015
Unum August 2009 - August 2012
Merrill Lynch August 2003 - October 2007
National City Bank 2003 - 2004
Skills
Sales, Insurance, Disability Insurance, Account Management, Sales Operations, Employee Benefits, Finance, Management, Voluntary Employee...
Education
Augustana College 2000 — 2003
BA, Finance
Palani Andiappan's Transamerica Experience April 2008 - January 2014
Job Principal Data Architect at ACT
Industry Insurance
Experience
ACT January 2014 - Present
The University of Iowa August 2014 - Present
Transamerica April 2008 - January 2014
Transamerica January 2003 - April 2008
Computer Horizons April 1995 - January 2003
Cincinnati Bell August 1994 - April 1995
University of Cincinnati January 1993 - August 1994
Cadbury plc. January 1990 - July 1992
International Computers Indian Manufacturers June 1989 - December 1989
Skills
DB2, SDLC, PeopleCode, Requirements Analysis, Business Analysis, Business Intelligence, Leadership, OLAP, Dimensional Modeling, Data Warehousing, Solution Architecture, System Architecture, Processes Development, Software Development, Data Modeling, Data Architecture, Enterprise Architecture, Agile Methodologies
Education
University of Cincinnati 1992 — 1994
MS, Industrial Engineering
Birla Institute of Technology and Science 1986 — 1990
Master of Science (MS), Engineering
ACT January 2014 - Present
The University of Iowa August 2014 - Present
Transamerica April 2008 - January 2014
Transamerica January 2003 - April 2008
Computer Horizons April 1995 - January 2003
Cincinnati Bell August 1994 - April 1995
University of Cincinnati January 1993 - August 1994
Cadbury plc. January 1990 - July 1992
International Computers Indian Manufacturers June 1989 - December 1989
Skills
DB2, SDLC, PeopleCode, Requirements Analysis, Business Analysis, Business Intelligence, Leadership, OLAP, Dimensional Modeling, Data Warehousing, Solution Architecture, System Architecture, Processes Development, Software Development, Data Modeling, Data Architecture, Enterprise Architecture, Agile Methodologies
Education
University of Cincinnati 1992 — 1994
MS, Industrial Engineering
Birla Institute of Technology and Science 1986 — 1990
Master of Science (MS), Engineering
Karen Clough's Transamerica Experience April 1999 - September 2001
Job Compliance Access Database Developer at AgriLogic Crop Insurance Services
Industry Insurance
Experience
AgriLogic Crop Insurance Services January 2013 - Present
KICS Computer Services January 2011 - Present
KICS Links July 2002 - Present
The Right Brain People July 2002 - August 2008
Transamerica April 1999 - September 2001
H&R Block December 1996 - April 1999
Skills
Customer Service, Access, Software Installation, Windows, Windows Vista, Analysis, Web Development, Databases, SEO, Leadership, Integration, Small Business, Computer Repair, Quality Assurance, Management, Microsoft Office, Social Media, Web Design, SharePoint
Education
Columbia College 1982 — 1985
Bachelor's Degree, Business Administration / Accounting
Black Hawk College 1976 — 1977
Associate's Degree, Office Careers
BVA 1969 — 1973
High School
AgriLogic Crop Insurance Services January 2013 - Present
KICS Computer Services January 2011 - Present
KICS Links July 2002 - Present
The Right Brain People July 2002 - August 2008
Transamerica April 1999 - September 2001
H&R Block December 1996 - April 1999
Skills
Customer Service, Access, Software Installation, Windows, Windows Vista, Analysis, Web Development, Databases, SEO, Leadership, Integration, Small Business, Computer Repair, Quality Assurance, Management, Microsoft Office, Social Media, Web Design, SharePoint
Education
Columbia College 1982 — 1985
Bachelor's Degree, Business Administration / Accounting
Black Hawk College 1976 — 1977
Associate's Degree, Office Careers
BVA 1969 — 1973
High School
Kate Bueche's Transamerica Experience April 2014 - Present
Job Premium Specialist at Transamerica
Industry Insurance
Experience
Transamerica April 2014 - Present
Chico's FAS Inc. October 2005 - Present
Remington Arms October 2012 - March 2014
IBERIABANKfsb May 2009 - January 2012
Simmons First National Bank October 2006 - April 2009
Arkansas Democrat-Gazette September 2004 - October 2006
Dillard's January 2004 - September 2004
Signal Media- April 2002 - December 2003
Clear Channel Radio February 2001 - April 2003
Clear Channel Radio November 1999 - February 2001
Skills
Strategic Planning, Process Improvement, Account Management, Marketing, Customer Service, Sales, Marketing Communications, Merchandising, Brand Development, Retail, Microsoft Office, Continuous Improvement
Education
Weber State University 1993 — 1994
Business/Corporate Communications
Eastern New Mexico University 1990 — 1991
Communication, General Business
Austin College 1989 — 1990
General Studies
Canyon High School
Transamerica April 2014 - Present
Chico's FAS Inc. October 2005 - Present
Remington Arms October 2012 - March 2014
IBERIABANKfsb May 2009 - January 2012
Simmons First National Bank October 2006 - April 2009
Arkansas Democrat-Gazette September 2004 - October 2006
Dillard's January 2004 - September 2004
Signal Media- April 2002 - December 2003
Clear Channel Radio February 2001 - April 2003
Clear Channel Radio November 1999 - February 2001
Skills
Strategic Planning, Process Improvement, Account Management, Marketing, Customer Service, Sales, Marketing Communications, Merchandising, Brand Development, Retail, Microsoft Office, Continuous Improvement
Education
Weber State University 1993 — 1994
Business/Corporate Communications
Eastern New Mexico University 1990 — 1991
Communication, General Business
Austin College 1989 — 1990
General Studies
Canyon High School
John Gramelspacher's Transamerica Experience July 2014 - Present
Job ULSG SME at Transamerica
Industry Accounting
Experience
Transamerica July 2014 - Present
Munich American Reassurance Company January 2014 - July 2014
Munich American Reassurance Company January 2012 - December 2013
Munich American Reassurance Company May 2010 - December 2011
Towers Perrin January 2006 - May 2010
Tillinghast January 2006 - May 2010
Towers Watson January 2006 - May 2010
Nationwide Insurance 2004 - 2004
Skills
Actuarial Science, Reinsurance, Economic Capital, Solvency II, Financial Modeling, Insurance, Health Insurance, Enterprise Risk..., ALM, VBA, Risk Management, Pricing
Education
Ball State University 2002 — 2005
Bachelor of Science (BS), Actuarial Science
Transamerica July 2014 - Present
Munich American Reassurance Company January 2014 - July 2014
Munich American Reassurance Company January 2012 - December 2013
Munich American Reassurance Company May 2010 - December 2011
Towers Perrin January 2006 - May 2010
Tillinghast January 2006 - May 2010
Towers Watson January 2006 - May 2010
Nationwide Insurance 2004 - 2004
Skills
Actuarial Science, Reinsurance, Economic Capital, Solvency II, Financial Modeling, Insurance, Health Insurance, Enterprise Risk..., ALM, VBA, Risk Management, Pricing
Education
Ball State University 2002 — 2005
Bachelor of Science (BS), Actuarial Science
Joseph Sinchi's Transamerica Experience 2003 - 2004
Job Private Client Advisor, J.P. Morgan Chase Bank N.A.
Industry Financial Services
Experience
TIAA-CREF August 2004 - December 2008
Transamerica 2003 - 2004
Mellon Financial 2003 - 2004
Buck Consultants 2003 - 2004
Morgan Stanley 1998 - 2002
Dreyfus 1994 - 1996
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
BS, Economics
TIAA-CREF August 2004 - December 2008
Transamerica 2003 - 2004
Mellon Financial 2003 - 2004
Buck Consultants 2003 - 2004
Morgan Stanley 1998 - 2002
Dreyfus 1994 - 1996
Education
Baruch College, City University of New York (CUNY) 1992 — 1996
BS, Economics
Jon Lamkin's Transamerica Experience April 2006 - Present
Job Senior Business Systems Analyst / Programmer at Transamerica
Industry Information Technology and Services
Experience
Transamerica April 2006 - Present
Transamerica May 2004 - April 2006
Pomeroy IT Solutions January 2004 - May 2004
Brown & Williamson Tobacco January 2003 - January 2004
Skills
Visio, C#, Microsoft SQL Server, Business Analysis, SQL, Crystal Reports, XML, Access, Software Documentation, SDLC, .NET, Analysis, VBA, Visual Studio
Education
Bellarmine University 2000 — 2003
BA, Mathematics
Transamerica April 2006 - Present
Transamerica May 2004 - April 2006
Pomeroy IT Solutions January 2004 - May 2004
Brown & Williamson Tobacco January 2003 - January 2004
Skills
Visio, C#, Microsoft SQL Server, Business Analysis, SQL, Crystal Reports, XML, Access, Software Documentation, SDLC, .NET, Analysis, VBA, Visual Studio
Education
Bellarmine University 2000 — 2003
BA, Mathematics
William (Bill) Flory Jr.'s Transamerica Experience November 1995 - October 1997
Job VP at Lincoln Financial Group
Industry Financial Services
Experience
Lincoln Financial Group July 2001 - Present
MetLife October 1997 - July 2001
Transamerica November 1995 - October 1997
OneAmerica Financial Partners Inc. June 1991 - November 1995
PwC June 1989 - June 1991
Skills
Mutual Fund..., Mutual Fund Accounting, Asset Management..., SEC Financial Reporting, SEC Regulatory Reporting, Insurance Company..., Risk Management, Valuation, Financial Analysis, Strategic Financial...
Education
Ball State University
Bachelor's degree, Accounting and Finance
Lincoln Financial Group July 2001 - Present
MetLife October 1997 - July 2001
Transamerica November 1995 - October 1997
OneAmerica Financial Partners Inc. June 1991 - November 1995
PwC June 1989 - June 1991
Skills
Mutual Fund..., Mutual Fund Accounting, Asset Management..., SEC Financial Reporting, SEC Regulatory Reporting, Insurance Company..., Risk Management, Valuation, Financial Analysis, Strategic Financial...
Education
Ball State University
Bachelor's degree, Accounting and Finance
Todd Zientko's Transamerica Experience 2004 - 2009
Job Sr. Business Development Representative at First Advantage
Industry Legal Services
Experience
First Advantage September 2015 - Present
LexisNexis 2009 - Present
Transamerica 2004 - 2009
Zurich Life 1995 - 2004
Sports Authority / Viking Ski Shop 1993 - 1998
Skills
Sales, CRM, Account Management, Solution Selling, Customer Service, New Business Development, Training, Business Intelligence, Sales Process, Business Analysis, Direct Sales, Sales Operations, Customer Experience, Salesforce.com, Customer Retention, Customer Relations
Education
Bowling Green State University 1987 — 1990
Sport Management/Marketing
First Advantage September 2015 - Present
LexisNexis 2009 - Present
Transamerica 2004 - 2009
Zurich Life 1995 - 2004
Sports Authority / Viking Ski Shop 1993 - 1998
Skills
Sales, CRM, Account Management, Solution Selling, Customer Service, New Business Development, Training, Business Intelligence, Sales Process, Business Analysis, Direct Sales, Sales Operations, Customer Experience, Salesforce.com, Customer Retention, Customer Relations
Education
Bowling Green State University 1987 — 1990
Sport Management/Marketing
Connie Whitlock's Transamerica Experience October 2012 - Present
Job Sr. Vice President at Transamerica
Industry Insurance
Experience
Transamerica October 2012 - Present
Transamerica Employee Benefits May 2004 - Present
Transamerica June 1996 - May 2004
Skills
Employee Benefits, Operations Management, Operational Excellence, Supplemental Health, Life Insurance, Strategic Leadership, Cross-functional Team..., Turn Around Management, Strategic Planning
Education
Bellarmine University
BA, Accounting and Business
Transamerica October 2012 - Present
Transamerica Employee Benefits May 2004 - Present
Transamerica June 1996 - May 2004
Skills
Employee Benefits, Operations Management, Operational Excellence, Supplemental Health, Life Insurance, Strategic Leadership, Cross-functional Team..., Turn Around Management, Strategic Planning
Education
Bellarmine University
BA, Accounting and Business
Chris Harmon's Transamerica Experience March 1997 - September 2000
Job Director of Merchandising Brakes at Advance Auto Parts
Industry Retail
Experience
Advance Auto Parts July 2012 - Present
GPI - CARQUEST June 2011 - July 2012
Advance Auto Parts July 2005 - May 2011
Morgan Stanley September 2000 - March 2002
Transamerica March 1997 - September 2000
Skills
Purchasing, Merchandising, Product Development, Profit, Management, Leadership, Negotiation, Retail, Pricing, Strategic Planning, Inventory Management, Forecasting, Income Statement, Sales, Sales Management, Global Sourcing, Cross-functional Team..., Team Building, Competitive Analysis, Operations Management, Vendor Management, P&L Management, Customer Satisfaction, Budgets, Sales Operations, Analysis, Inventory Control, Financial Analysis, Automotive, B2B, Customer Retention, Business Planning, Marketing Strategy, Customer Service, Account Management, New Business Development, Sales Process, Team Leadership, Recruiting, Coaching, Market Research, Business Strategy, Process Improvement, Contract Negotiation, Selling, Pricing Strategy, Market Planning, Visual Merchandising, Brand Management, Strategy
Education
Averett University 1997 — 1999
MBA, Management
Radford University 1986 — 1991
B.B.A., Management
Advance Auto Parts July 2012 - Present
GPI - CARQUEST June 2011 - July 2012
Advance Auto Parts July 2005 - May 2011
Morgan Stanley September 2000 - March 2002
Transamerica March 1997 - September 2000
Skills
Purchasing, Merchandising, Product Development, Profit, Management, Leadership, Negotiation, Retail, Pricing, Strategic Planning, Inventory Management, Forecasting, Income Statement, Sales, Sales Management, Global Sourcing, Cross-functional Team..., Team Building, Competitive Analysis, Operations Management, Vendor Management, P&L Management, Customer Satisfaction, Budgets, Sales Operations, Analysis, Inventory Control, Financial Analysis, Automotive, B2B, Customer Retention, Business Planning, Marketing Strategy, Customer Service, Account Management, New Business Development, Sales Process, Team Leadership, Recruiting, Coaching, Market Research, Business Strategy, Process Improvement, Contract Negotiation, Selling, Pricing Strategy, Market Planning, Visual Merchandising, Brand Management, Strategy
Education
Averett University 1997 — 1999
MBA, Management
Radford University 1986 — 1991
B.B.A., Management
David Gaffney's Transamerica Experience July 1999 - September 2002
Job Account Manager with SunGard, Wealth Management
Industry Financial Services
Experience
SunGard April 2011 - Present
The Newport Group September 2002 - April 2011
Transamerica July 1999 - September 2002
Wachovia, A Wells Fargo Company October 1995 - July 1999
Education
Queens University of Charlotte 1996 — 1998
MBA, Business Administration
Boston University
BA, English Literature
Series 7 and Series 63 licensure
United States Army
Military Intelligence, Germany
SunGard April 2011 - Present
The Newport Group September 2002 - April 2011
Transamerica July 1999 - September 2002
Wachovia, A Wells Fargo Company October 1995 - July 1999
Education
Queens University of Charlotte 1996 — 1998
MBA, Business Administration
Boston University
BA, English Literature
Series 7 and Series 63 licensure
United States Army
Military Intelligence, Germany
Douglas Wall's Transamerica Experience 1988 - June 1990
Job Senior Collateral Examiner at Mattson Group
Industry Banking
Experience
Mattson Group March 2014 - Present
Wall Equity Capital, LLP 1998 - Present
Experis March 2011 - March 2014
WELLS FARGO BUSINESS CREDIT March 1996 - 2009
NORWEST BANK MINNESOTA July 1990 - March 1996
Transamerica 1988 - June 1990
Transamerica 1986 - 1988
Skills
Credit, Portfolio Management, Credit Analysis, Underwriting, Cash Flow, Loans, Banking, Risk Management, Restructuring, Commercial Banking, Spreadsheets, Asset Based Lending, Credit Risk, Commercial Lending, Lines Of Credit, Loan Modifications, Loan Review, Loan Work-outs, Financial Analysis, Finance, Financial Risk, Auditing, Fraud, Financial Structuring, Relationship Management, Leadership, Commercial Mortgages
Education
Bethel College 1981 — 1985
BA, Accounting
Bethel University 1981 — 1985
BA, Accounting
Northwestern College 1980 — 1981
Mathamatics
Mattson Group March 2014 - Present
Wall Equity Capital, LLP 1998 - Present
Experis March 2011 - March 2014
WELLS FARGO BUSINESS CREDIT March 1996 - 2009
NORWEST BANK MINNESOTA July 1990 - March 1996
Transamerica 1988 - June 1990
Transamerica 1986 - 1988
Skills
Credit, Portfolio Management, Credit Analysis, Underwriting, Cash Flow, Loans, Banking, Risk Management, Restructuring, Commercial Banking, Spreadsheets, Asset Based Lending, Credit Risk, Commercial Lending, Lines Of Credit, Loan Modifications, Loan Review, Loan Work-outs, Financial Analysis, Finance, Financial Risk, Auditing, Fraud, Financial Structuring, Relationship Management, Leadership, Commercial Mortgages
Education
Bethel College 1981 — 1985
BA, Accounting
Bethel University 1981 — 1985
BA, Accounting
Northwestern College 1980 — 1981
Mathamatics
Tamisha Cherry's Transamerica Experience October 2006 - April 2013
Job Marketing Manager at New York Pet Care
Industry Financial Services
Experience
New York Pet Care October 2014 - Present
Transamerica October 2006 - April 2013
Adventures in Advertising January 2006 - April 2006
Skills
401k, Relationship Management, Retirement, Mutual Funds, FINRA, Financial Services, Retirement Planning, Pensions, Outlook, Access, Insurance, IRAs, Fixed Annuities, Customer Service, Microsoft Excel, Asset Allocation, Employee Benefits, Microsoft Word, Microsoft Office, Social Media
Education
Berkeley College 2004 — 2006
A.A.S, Business-Marketing
School name: 2004 — 2006
Associate of Arts and Sciences (A.A.S.), Business administration and Marketing
Beacon High school 2000 — 2004
New York Pet Care October 2014 - Present
Transamerica October 2006 - April 2013
Adventures in Advertising January 2006 - April 2006
Skills
401k, Relationship Management, Retirement, Mutual Funds, FINRA, Financial Services, Retirement Planning, Pensions, Outlook, Access, Insurance, IRAs, Fixed Annuities, Customer Service, Microsoft Excel, Asset Allocation, Employee Benefits, Microsoft Word, Microsoft Office, Social Media
Education
Berkeley College 2004 — 2006
A.A.S, Business-Marketing
School name: 2004 — 2006
Associate of Arts and Sciences (A.A.S.), Business administration and Marketing
Beacon High school 2000 — 2004
Tanya Campbell's Transamerica Experience 2015 - Present
Job Manager, Securities Compliance, Transamerica Capital, Inc.
Industry Financial Services
Experience
Transamerica 2015 - Present
Transamerica 2012 - 2015
USAA 2009 - 2011
TIAA-CREF 2004 - 2009
TIAA-CREF 2002 - 2004
TIAA-CREF 1998 - 2002
Skills
Relationship Management, Securities Regulations, Investments, Mutual Funds, Investment Advisory, Wealth Management, Advanced Markets, Variable Annuities, Social Media, Digital Marketing, Marketing Communications, Policies and Procedures, Advertising, Series 7, Series 26, Series 63, Licensed Life & Health..., Fixed Annuities, Financial Services, Risk Management, Insurance
Education
Boston College
BA, Philosophy
Boston College Law School
J.D., Law
University of Phoenix
M.B.A, Global Business
Transamerica 2015 - Present
Transamerica 2012 - 2015
USAA 2009 - 2011
TIAA-CREF 2004 - 2009
TIAA-CREF 2002 - 2004
TIAA-CREF 1998 - 2002
Skills
Relationship Management, Securities Regulations, Investments, Mutual Funds, Investment Advisory, Wealth Management, Advanced Markets, Variable Annuities, Social Media, Digital Marketing, Marketing Communications, Policies and Procedures, Advertising, Series 7, Series 26, Series 63, Licensed Life & Health..., Fixed Annuities, Financial Services, Risk Management, Insurance
Education
Boston College
BA, Philosophy
Boston College Law School
J.D., Law
University of Phoenix
M.B.A, Global Business
Trake J. Carpenter's Transamerica Experience December 2013 - April 2014
Job Entrepreneur
Industry Real Estate
Experience
Let's Spoon Frozen Yogurt February 2015 - Present
Trake James Group LLC May 2014 - Present
Self-Employed June 2013 - Present
Ball State University August 2013 - May 2014
Transamerica December 2013 - April 2014
Ball State University August 2012 - August 2013
Ball State Men's Golf August 2008 - May 2012
Tippecanoe Lake Country Club May 2011 - July 2011
Rozella Ford Golf Course June 2009 - August 2009
Education
Ball State University 2012 — 2020
Master of Arts (M.A.), Sport Administration
Ball State University 2008 — 2012
Bachelor of Science (B.S.), Risk Management & Insurance
Let's Spoon Frozen Yogurt February 2015 - Present
Trake James Group LLC May 2014 - Present
Self-Employed June 2013 - Present
Ball State University August 2013 - May 2014
Transamerica December 2013 - April 2014
Ball State University August 2012 - August 2013
Ball State Men's Golf August 2008 - May 2012
Tippecanoe Lake Country Club May 2011 - July 2011
Rozella Ford Golf Course June 2009 - August 2009
Education
Ball State University 2012 — 2020
Master of Arts (M.A.), Sport Administration
Ball State University 2008 — 2012
Bachelor of Science (B.S.), Risk Management & Insurance
Raymond Lei's Transamerica Experience May 2014 - Present
Job Actuarial Intern at Transamerica
Industry Insurance
Experience
Transamerica May 2014 - Present
The University of Iowa January 2014 - May 2014
The University of Iowa September 2013 - December 2013
The Hartford June 2011 - August 2011
FORUM-NEXUS August 2010 - June 2011
State-Farm Insurance Chris Palmer Agency September 2010 - May 2011
FORUM-NEXUS July 2010 - August 2010
Binghamton University September 2009 - May 2010
The New York Eye and Ear Infirmary July 2008 - August 2008
Skills
Excel, Microsoft Office, Access, PowerPoint, Eviews
Education
University of Iowa 2013 — 2014
Master of Science, Statistics/Actuarial Science
Binghamton University 2006 — 2011
Bachelor of Science, Actuarial Science
Forum Nexus Study Abroad 2010 — 2010
Stuyvesant High School 2002 — 2006
Diploma
Transamerica May 2014 - Present
The University of Iowa January 2014 - May 2014
The University of Iowa September 2013 - December 2013
The Hartford June 2011 - August 2011
FORUM-NEXUS August 2010 - June 2011
State-Farm Insurance Chris Palmer Agency September 2010 - May 2011
FORUM-NEXUS July 2010 - August 2010
Binghamton University September 2009 - May 2010
The New York Eye and Ear Infirmary July 2008 - August 2008
Skills
Excel, Microsoft Office, Access, PowerPoint, Eviews
Education
University of Iowa 2013 — 2014
Master of Science, Statistics/Actuarial Science
Binghamton University 2006 — 2011
Bachelor of Science, Actuarial Science
Forum Nexus Study Abroad 2010 — 2010
Stuyvesant High School 2002 — 2006
Diploma
Andrea Rashford's Transamerica Experience September 2013 - Present
Job Life Insurance Agent
Industry Real Estate
Experience
EXIT PLATINUM REALTY, Montclair, NJ 07042 September 2014 - Present
TransAmerica September 2013 - Present
Miracle World Outreach Ministries January 2009 - Present
WaMu Bank July 2008 - February 2009
Bank of America October 2006 - July 2008
Wachovia Bank July 2000 - October 2006
Skills
Banking, Sales, Finance, Fundraising, Nonprofits, Community Outreach, Customer Service, Strategic Planning, Team Building, Event Planning, Coaching, Leadership, Sales Management
Education
Berkeley College 2011 — 2012
Associate's degree, Business Administration and Management, General
EXIT PLATINUM REALTY, Montclair, NJ 07042 September 2014 - Present
TransAmerica September 2013 - Present
Miracle World Outreach Ministries January 2009 - Present
WaMu Bank July 2008 - February 2009
Bank of America October 2006 - July 2008
Wachovia Bank July 2000 - October 2006
Skills
Banking, Sales, Finance, Fundraising, Nonprofits, Community Outreach, Customer Service, Strategic Planning, Team Building, Event Planning, Coaching, Leadership, Sales Management
Education
Berkeley College 2011 — 2012
Associate's degree, Business Administration and Management, General
Martha Eberhart's Transamerica Experience June 1994 - January 2008
Job Manager, Application Architecture and Test Management at Blue Cross and Blue Shield of Kansas
Industry Insurance
Experience
Blue Cross and Blue Shield of Kansas August 2011 - Present
Blue Cross and Blue Shield of Kansas July 2008 - August 2011
Aegon June 1994 - January 2008
Transamerica June 1994 - January 2008
Transamerica Life Insurance Company 1994 - 2008
Skills
SDLC, Data Management, Visio, Disaster Recovery, Process Improvement, Business Analysis, Insurance, DB2, ITIL, SQL, Data Warehousing, Agile Methodologies, Software Development
Education
Baker University 1980 — 1984
Bachelor of Science (B.S.), Computer Science
Baker University 1980 — 1984
Bachelor of Science (B.S.), Business Administration and Management, General
Northern Arizona University-The W. A. Franke College of Business 1985 — 1986
MBA, MBA emphasis in Management Information Systems
Blue Cross and Blue Shield of Kansas August 2011 - Present
Blue Cross and Blue Shield of Kansas July 2008 - August 2011
Aegon June 1994 - January 2008
Transamerica June 1994 - January 2008
Transamerica Life Insurance Company 1994 - 2008
Skills
SDLC, Data Management, Visio, Disaster Recovery, Process Improvement, Business Analysis, Insurance, DB2, ITIL, SQL, Data Warehousing, Agile Methodologies, Software Development
Education
Baker University 1980 — 1984
Bachelor of Science (B.S.), Computer Science
Baker University 1980 — 1984
Bachelor of Science (B.S.), Business Administration and Management, General
Northern Arizona University-The W. A. Franke College of Business 1985 — 1986
MBA, MBA emphasis in Management Information Systems
Matthew Teatom's Transamerica Experience December 2012 - Present
Job Defined Benefit Calculation Analyst at Transamerica
Industry Financial Services
Experience
Transamerica December 2012 - Present
Prudential Financial November 2010 - December 2012
Holy Spirit Hospital September 2009 - December 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Series 6, Series 63, PowerPoint, Financial Services, SPSS, Risk Management, Portfolio Management, Microsoft Office, Wealth Management, Fixed Income, Investments, Credit, Financial Modeling, Bloomberg, Fixed Annuities, Insurance, Financial Analysis, Mutual Funds, Asset Managment, Finance, Analysis, Bloomberg Terminal
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (MBA)
Dickinson College 2006 — 2010
BS, Economics, Mathematics
Transamerica December 2012 - Present
Prudential Financial November 2010 - December 2012
Holy Spirit Hospital September 2009 - December 2009
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Series 6, Series 63, PowerPoint, Financial Services, SPSS, Risk Management, Portfolio Management, Microsoft Office, Wealth Management, Fixed Income, Investments, Credit, Financial Modeling, Bloomberg, Fixed Annuities, Insurance, Financial Analysis, Mutual Funds, Asset Managment, Finance, Analysis, Bloomberg Terminal
Education
Boston University Questrom School of Business 2015 — 2018
Master of Business Administration (MBA)
Dickinson College 2006 — 2010
BS, Economics, Mathematics
Diane Strzelinski's Transamerica Experience 2012 - 2014
Job Accounting and Administration at Excel Abstract
Industry Insurance
Experience
Excel Abstract Compliance ManagerTransamerica2012 - 2014
Transamerica 2012 - 2014
Coltec Industries 1987 - 1996
Skills
Accounting, Analysis, Auditing, Budgets, Business Planning, Business Strategy, Customer Service, Deferred Compensation, Employee Benefits, Financial Analysis, Employee Relations, Financial Reporting, General Ledger, Internal Controls, Leadership, Management, Microsoft Excel, Microsoft Office, Process Improvement
Education
Binghamton University
State University of New York College at Oneonta
Excel Abstract Compliance ManagerTransamerica2012 - 2014
Transamerica 2012 - 2014
Coltec Industries 1987 - 1996
Skills
Accounting, Analysis, Auditing, Budgets, Business Planning, Business Strategy, Customer Service, Deferred Compensation, Employee Benefits, Financial Analysis, Employee Relations, Financial Reporting, General Ledger, Internal Controls, Leadership, Management, Microsoft Excel, Microsoft Office, Process Improvement
Education
Binghamton University
State University of New York College at Oneonta
Carolyn Tallon Paz's Transamerica Experience November 1997 - March 1998
Job Director at Assurant
Industry
Experience
Assurant March 1998 - Present
Transamerica November 1997 - March 1998
J.I. Kislak Mortgage LLC May 1984 - May 1997
Skills
Strategic Planning, Vendor Management, Risk Management, Underwriting, Insurance, Process Improvement, Reinsurance, Property
Education
Barry University 2002 — 2006
BA, Professional Administration
Assurant March 1998 - Present
Transamerica November 1997 - March 1998
J.I. Kislak Mortgage LLC May 1984 - May 1997
Skills
Strategic Planning, Vendor Management, Risk Management, Underwriting, Insurance, Process Improvement, Reinsurance, Property
Education
Barry University 2002 — 2006
BA, Professional Administration
Cary Wick's Transamerica Experience April 1997 - January 2007
Job Experienced Finance & Sales Executive
Industry Financial Services
Experience
The Hitting Zone January 2007 - April 2014
Transamerica April 1997 - January 2007
Checkers Simon & Rosner April 1988 - April 1997
Skills
Marketing, Financial Analysis, Sales, Sales Management, Operations Management, Loan Work-outs, Work Outs, Investigation, Employee Training, New Business Development, Social Media Marketing, Accounting, Advertising, Small Business, Strategic Planning, Coaching, Sports, Microsoft Office, Management, Customer Service, Marketing Strategy, Event Management, Leadership, Microsoft Excel, Social Media, Public Speaking, Microsoft Word, Sports Marketing, Event Planning, Finance, Team Building, Account Management
Education
Bradley University 1981 — 1985
Bachelor of Arts (BA), Administration of Criminal Justice
Waukegan High School
The Hitting Zone January 2007 - April 2014
Transamerica April 1997 - January 2007
Checkers Simon & Rosner April 1988 - April 1997
Skills
Marketing, Financial Analysis, Sales, Sales Management, Operations Management, Loan Work-outs, Work Outs, Investigation, Employee Training, New Business Development, Social Media Marketing, Accounting, Advertising, Small Business, Strategic Planning, Coaching, Sports, Microsoft Office, Management, Customer Service, Marketing Strategy, Event Management, Leadership, Microsoft Excel, Social Media, Public Speaking, Microsoft Word, Sports Marketing, Event Planning, Finance, Team Building, Account Management
Education
Bradley University 1981 — 1985
Bachelor of Arts (BA), Administration of Criminal Justice
Waukegan High School
Jerry Hanna's Transamerica Experience November 2011 - Present
Job District Manager at Transamerica
Industry Financial Services
Experience
Transamerica November 2011 - Present
Western and Southern Financial group December 2009 - October 2011
Western and Southern Finanacial Group August 2006 - December 2009
Education
St. Ignatius High School 1992 — 1995
Bowling Green State University
Transamerica November 2011 - Present
Western and Southern Financial group December 2009 - October 2011
Western and Southern Finanacial Group August 2006 - December 2009
Education
St. Ignatius High School 1992 — 1995
Bowling Green State University
Mark Franke's Transamerica Experience June 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Transamerica June 2014 - Present
Transamerica Life Insurance Company July 2012 - September 2014
Principal Financial Group March 1999 - May 2012
Principal Financial Group June 1988 - March 1999
Principal Financial Group April 1979 - June 1988
Skills
Relationship Management, Asset Managment, Software Documentation, Call Center, Risk Management, Customer Service, Troubleshooting, Sales, Database Administration, Quality Assurance, Help Desk Support, Outlook
Education
Augustana College
Bachelors, Business Administration
Transamerica June 2014 - Present
Transamerica Life Insurance Company July 2012 - September 2014
Principal Financial Group March 1999 - May 2012
Principal Financial Group June 1988 - March 1999
Principal Financial Group April 1979 - June 1988
Skills
Relationship Management, Asset Managment, Software Documentation, Call Center, Risk Management, Customer Service, Troubleshooting, Sales, Database Administration, Quality Assurance, Help Desk Support, Outlook
Education
Augustana College
Bachelors, Business Administration
Brenda Sederwall's Transamerica Experience August 1990 - September 1993
Job
Industry Financial Services
Experience
Sprint November 1996 - Present
Transamerica August 1990 - September 1993
Hannibal National Bank September 1972 - August 1984
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, English, Process Improvement, HTML, Budgets, Project Management, Photoshop, Public Speaking, Java, Social Media, C, Outlook, Windows, Customer Service, C++, Strategic Planning, Editing, Teaching, Negotiation
Education
Baker University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Sprint November 1996 - Present
Transamerica August 1990 - September 1993
Hannibal National Bank September 1972 - August 1984
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, English, Process Improvement, HTML, Budgets, Project Management, Photoshop, Public Speaking, Java, Social Media, C, Outlook, Windows, Customer Service, C++, Strategic Planning, Editing, Teaching, Negotiation
Education
Baker University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Alice Curry's Transamerica Experience 1994 - 1996
Job Consultant at Exec|Comm
Industry Professional Training & Coaching
Keisha Francis's Transamerica Experience
Job Claims at Transamerica
Industry Financial Services
Experience
Transamerica
Skills
Customer Service, Management, Microsoft Excel, Leadership, Sales, Financial Analysis, Marketing, Risk Management, Process Improvement, Business Analysis
Education
Baltimore City Community College
Transamerica
Skills
Customer Service, Management, Microsoft Excel, Leadership, Sales, Financial Analysis, Marketing, Risk Management, Process Improvement, Business Analysis
Education
Baltimore City Community College
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO