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
Jane Webb Jane Webb's Transamerica Experience June 2014 - Present
Job National Sales Director at Transamerica
Industry Financial Services
Experience
Transamerica June 2014 - Present
Bank of America 2003 - 2010
Morgan Stanley 1992 - 2003
Skills
Alternative Investments, Series 63, Wealth Management, Risk Management, Retirement Planning, Investments, Series 7, Mortgage Lending, Financial Services, Fixed Annuities, Portfolio Management, Credit, Mutual Funds, Strategic Financial..., Banking, Insurance, Securities, Fixed Income
Education
Oglethorpe University; Georgia State University; Art Institute of Atlanta
The American College
CLU, EPC
Transamerica June 2014 - Present
Bank of America 2003 - 2010
Morgan Stanley 1992 - 2003
Skills
Alternative Investments, Series 63, Wealth Management, Risk Management, Retirement Planning, Investments, Series 7, Mortgage Lending, Financial Services, Fixed Annuities, Portfolio Management, Credit, Mutual Funds, Strategic Financial..., Banking, Insurance, Securities, Fixed Income
Education
Oglethorpe University; Georgia State University; Art Institute of Atlanta
The American College
CLU, EPC
Chris Theodore Chris Theodore's Transamerica Experience March 2010 - March 2013
Job Director, Production Implementation at Transamerica Direct
Industry Insurance
Experience
Transamerica Direct April 2013 - Present
Maryland New Directions September 2012 - Present
Transamerica March 2010 - March 2013
AEGON Direct Maketing Services, Inc, (ADMS) June 2007 - May 2010
AEGON Direct Marketing January 2005 - June 2007
AEGON January 2003 - January 2005
Skills
Process Improvement, Direct Marketing, Business Analysis, Coaching, Project Management, Requirements Analysis, Strategic Planning, Business Process..., Marketing Strategy, Visio, Direct Mail, IT Strategy, Leadership, Cross-functional Team..., Management, Requirements Gathering, Software Documentation, Vendor Management
Education
The Maryland Institute College of Art
Transamerica Direct April 2013 - Present
Maryland New Directions September 2012 - Present
Transamerica March 2010 - March 2013
AEGON Direct Maketing Services, Inc, (ADMS) June 2007 - May 2010
AEGON Direct Marketing January 2005 - June 2007
AEGON January 2003 - January 2005
Skills
Process Improvement, Direct Marketing, Business Analysis, Coaching, Project Management, Requirements Analysis, Strategic Planning, Business Process..., Marketing Strategy, Visio, Direct Mail, IT Strategy, Leadership, Cross-functional Team..., Management, Requirements Gathering, Software Documentation, Vendor Management
Education
The Maryland Institute College of Art
Nicole Cade-Ferreira Nicole Cade-Ferreira's Transamerica Experience May 2015 - August 2015
Job Master of Science in Engineering Management Student
Industry Mechanical or Industrial Engineering
Experience
Transamerica May 2015 - August 2015
Johns Hopkins University August 2013 - May 2015
Johns Hopkins University October 2012 - May 2015
Medtronic May 2014 - August 2014
Otogenetics Corporation June 2013 - August 2013
RuffaloCODY September 2011 - May 2013
Segetis Inc May 2012 - August 2012
CEC Entertainment February 2009 - August 2011
Mid Continent Engineering May 2011 - June 2011
Skills
Data Analysis, Research, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Matlab, Social Media, Spanish, Photoshop, Technical Writing, Leadership, Fundraising, Social Networking, CAD, Quality Control, Minitab, Project Management, Facebook
Education
The Johns Hopkins University 2015 — 2016
Master of Science (M.S.), Engineering Management
The Johns Hopkins University 2011 — 2015
Bachelor of Science (B.S.), Mechanical Engineering
The Blake School 2007 — 2011
High School Diploma
Transamerica May 2015 - August 2015
Johns Hopkins University August 2013 - May 2015
Johns Hopkins University October 2012 - May 2015
Medtronic May 2014 - August 2014
Otogenetics Corporation June 2013 - August 2013
RuffaloCODY September 2011 - May 2013
Segetis Inc May 2012 - August 2012
CEC Entertainment February 2009 - August 2011
Mid Continent Engineering May 2011 - June 2011
Skills
Data Analysis, Research, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Word, Microsoft Office, Matlab, Social Media, Spanish, Photoshop, Technical Writing, Leadership, Fundraising, Social Networking, CAD, Quality Control, Minitab, Project Management, Facebook
Education
The Johns Hopkins University 2015 — 2016
Master of Science (M.S.), Engineering Management
The Johns Hopkins University 2011 — 2015
Bachelor of Science (B.S.), Mechanical Engineering
The Blake School 2007 — 2011
High School Diploma
Craig Dickey Craig Dickey's Transamerica Experience March 1999 - May 2007
Job Financial Services Representative, Princor Registered Representative at Principal Financial Group
Industry Financial Services
Experience
Retirement Specialist LLC July 2011 - October 2013
Prudential Financial 2007 - 2011
Transamerica March 1999 - May 2007
Skills
Mutual Funds, Retirement Planning, Retirement, Insurance, Institutional Sales, Toastmasters, Platform Speaking, 401 (k), Annuities (Variable or..., Series 6,7,63 and 65
Education
The University of Memphis 1982 — 1985
Bachelor of Business Administration (B.B.A.), Marki
University of Tennessee-Knoxville 1981 — 1982
Bachelor of Business Administration (B.B.A.), Marketing/Sales
Retirement Specialist LLC July 2011 - October 2013
Prudential Financial 2007 - 2011
Transamerica March 1999 - May 2007
Skills
Mutual Funds, Retirement Planning, Retirement, Insurance, Institutional Sales, Toastmasters, Platform Speaking, 401 (k), Annuities (Variable or..., Series 6,7,63 and 65
Education
The University of Memphis 1982 — 1985
Bachelor of Business Administration (B.B.A.), Marki
University of Tennessee-Knoxville 1981 — 1982
Bachelor of Business Administration (B.B.A.), Marketing/Sales
Diane Terry Diane Terry's Transamerica Experience 1996 - 1997
Job Property Manager Freelancing for Small Business Management
Industry Real Estate
Experience
Freelance for small business management March 2009 - Present
Century 21 Mike Bowman, Inc. 2001 - March 2008
Century 21 Crest 2001 - 2008
Wells Fargo Home Mortgage 2000 - 2003
Beadles, Newman, and Lawler Attorneys 1999 - 2001
Countrywide Home Loans 1998 - 1999
Peirson and Patterson 1997 - 1998
Transamerica 1996 - 1997
Bank One 1995 - 1996
Fleet Mortgage 1990 - 1995
Skills
Sellers, Real Estate, Selling, Residential Homes, Rentals, Referrals, Real Estate Transactions, Loans, Marketing, Investment Properties, REO, Mortgage Lending, Sales, Negotiation, Investors, Property Management, Relocation, Property, Foreclosures, Single Family Homes
Education
Texas A&M University-Commerce 1982 — 2007
Real Estate
Freelance for small business management March 2009 - Present
Century 21 Mike Bowman, Inc. 2001 - March 2008
Century 21 Crest 2001 - 2008
Wells Fargo Home Mortgage 2000 - 2003
Beadles, Newman, and Lawler Attorneys 1999 - 2001
Countrywide Home Loans 1998 - 1999
Peirson and Patterson 1997 - 1998
Transamerica 1996 - 1997
Bank One 1995 - 1996
Fleet Mortgage 1990 - 1995
Skills
Sellers, Real Estate, Selling, Residential Homes, Rentals, Referrals, Real Estate Transactions, Loans, Marketing, Investment Properties, REO, Mortgage Lending, Sales, Negotiation, Investors, Property Management, Relocation, Property, Foreclosures, Single Family Homes
Education
Texas A&M University-Commerce 1982 — 2007
Real Estate
Charlie Wigger's Transamerica Experience August 2010 - July 2011
Job Underwriting Analyst at MetLife
Industry Insurance
Experience
MetLife April 2013 - Present
State Street October 2011 - April 2013
Transamerica August 2010 - July 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Account Management, Microsoft Word, Insurance, Marketing, Data Analysis, Outlook
Education
University of Kansas 2006 — 2010
BS, Business Administration
Consortium Institute of Management and Business Administration (CIMBA) 2009 — 2009
Business
MetLife April 2013 - Present
State Street October 2011 - April 2013
Transamerica August 2010 - July 2011
Skills
Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Account Management, Microsoft Word, Insurance, Marketing, Data Analysis, Outlook
Education
University of Kansas 2006 — 2010
BS, Business Administration
Consortium Institute of Management and Business Administration (CIMBA) 2009 — 2009
Business
Tim Herpin Tim Herpin's Transamerica Experience January 2015 - Present
Job Customer Data Integration Manager at Transamerica
Industry Insurance
Experience
Transamerica January 2015 - Present
Transamerica January 2004 - Present
Aegon Direct Marketing Services August 1999 - January 2004
Aegon Direct Marketing Services June 1996 - August 1999
Skills
Insurance, Direct Marketing, Product Development, Vendor Management, Business Process, Call Center, Analysis, Operations Management, Database Marketing, Call Centers, Project Management, Security, Strategy, Change Management, Marketing, CRM, Financial Services, Process Improvement, Strategic Planning, Oracle, Team Leadership, Management, Data Analysis, ITIL, IT Management, Risk Management, Business Analysis, Business Intelligence, Program Management, Account Management, SDLC, Requirements Gathering, Requirements Analysis, Finance, Integration, Analytics, Sales, Outsourcing, Business Development, IT Strategy, Team Management, Cross-functional Team..., Visio, Business Strategy, Business Process..., Relationship Management, Customer Service, Leadership, Product Management, Information Technology
Education
Texas A&M University 1991 — 1996
BBA, Information Systems and Marketing
Nolan High School 1986 — 1990
Transamerica January 2015 - Present
Transamerica January 2004 - Present
Aegon Direct Marketing Services August 1999 - January 2004
Aegon Direct Marketing Services June 1996 - August 1999
Skills
Insurance, Direct Marketing, Product Development, Vendor Management, Business Process, Call Center, Analysis, Operations Management, Database Marketing, Call Centers, Project Management, Security, Strategy, Change Management, Marketing, CRM, Financial Services, Process Improvement, Strategic Planning, Oracle, Team Leadership, Management, Data Analysis, ITIL, IT Management, Risk Management, Business Analysis, Business Intelligence, Program Management, Account Management, SDLC, Requirements Gathering, Requirements Analysis, Finance, Integration, Analytics, Sales, Outsourcing, Business Development, IT Strategy, Team Management, Cross-functional Team..., Visio, Business Strategy, Business Process..., Relationship Management, Customer Service, Leadership, Product Management, Information Technology
Education
Texas A&M University 1991 — 1996
BBA, Information Systems and Marketing
Nolan High School 1986 — 1990
Thomas Sherman's Transamerica Experience May 2013 - August 2013
Job Student at Johns Hopkins University
Industry Higher Education
Experience
Transamerica May 2013 - August 2013
NASA Glenn Research Center June 2011 - August 2011
NASA Glenn Research Center June 2010 - August 2010
Skills
C++, R, Java, C, VBA, Statistics, Microsoft Excel, Actuarial Science, Financial Modeling, Financial Analysis, Matlab, LaTeX
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Science (BS), Applied Mathematics
Transamerica May 2013 - August 2013
NASA Glenn Research Center June 2011 - August 2011
NASA Glenn Research Center June 2010 - August 2010
Skills
C++, R, Java, C, VBA, Statistics, Microsoft Excel, Actuarial Science, Financial Modeling, Financial Analysis, Matlab, LaTeX
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Science (BS), Applied Mathematics
Arvind Arikatla's Transamerica Experience May 2015 - August 2015
Job
Industry Financial Services
Experience
Johns Hopkins University January 2015 - Present
Transamerica May 2015 - August 2015
Skills
Microsoft Excel, Teamwork, C++, Python, Java, Matlab, Mathematica, Microsoft SQL Server, VBA
Education
The Johns Hopkins University 2013 — 2017
Applied Mathematics & Statisics / Computer Science, Financial Mathematics
WWP North 2009 — 2013
Johns Hopkins University January 2015 - Present
Transamerica May 2015 - August 2015
Skills
Microsoft Excel, Teamwork, C++, Python, Java, Matlab, Mathematica, Microsoft SQL Server, VBA
Education
The Johns Hopkins University 2013 — 2017
Applied Mathematics & Statisics / Computer Science, Financial Mathematics
WWP North 2009 — 2013
Michael Brigeman Michael Brigeman's Transamerica Experience October 2013 - Present
Job Insurance Agent at Transamerica
Industry Insurance
Experience
Transamerica October 2013 - Present
Magnetic Menu Marketing July 2012 - December 2012
Charleston Public Defender's Office 2012 - 2012
Skills
Criminal Law, Legal Assistance, Microsoft Office, Customer Service, Criminal Justice, Sales, Team Building, Team Leadership, Writing, Phone Etiquette
Education
The Citadel 2008 — 2012
Bachelor of Arts (B.A.), Criminal Justice
Transamerica October 2013 - Present
Magnetic Menu Marketing July 2012 - December 2012
Charleston Public Defender's Office 2012 - 2012
Skills
Criminal Law, Legal Assistance, Microsoft Office, Customer Service, Criminal Justice, Sales, Team Building, Team Leadership, Writing, Phone Etiquette
Education
The Citadel 2008 — 2012
Bachelor of Arts (B.A.), Criminal Justice
Aditya Soni Aditya Soni's Transamerica Experience June 2011 - May 2015
Job Sr. Business Systems Analyst at Pacific Life
Industry Information Technology and Services
Experience
Pacific Life May 2015 - Present
Transamerica June 2011 - May 2015
Medco Health Solutions (now Express Scripts) 2009 - 2011
Mutual of Omaha 2007 - 2009
Sysnet Technology Solutions Pvt.Ltd 2007 - 2007
Skills
SQL, Requirements Analysis, Microsoft SQL Server, Web Technologies, .NET, Access, Healthcare Information..., Healthcare Analytics, Functional..., Fineos, QTP, Test Automation, Test Cases, SDLC, JAD, BRD, Traceability Matrix, Smoke Testing, Defect Logging, Manual Test Execution, Test Case Generation, Test Matrix, Database Macros, MS Access, Vlookup, Pivot Tables, Data Analysis, Requirements Gathering, Analysis, Business Analysis, Gap Analysis, Software Project..., IT Project..., IT Project Management, Agile Methodologies, Agile Testing, Regression Testing, Process Flow..., Business Process..., Business Process Design, Manual Testing, Scrum, Systems Analysis, User Acceptance Testing, SharePoint, Quality Center, Project Management, Data Warehousing, Visio, Business Process
Education
University of Findlay 2005 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance, 3.84
The Maharaja Sayajirao University of Baroda 2002 — 2005
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Pacific Life May 2015 - Present
Transamerica June 2011 - May 2015
Medco Health Solutions (now Express Scripts) 2009 - 2011
Mutual of Omaha 2007 - 2009
Sysnet Technology Solutions Pvt.Ltd 2007 - 2007
Skills
SQL, Requirements Analysis, Microsoft SQL Server, Web Technologies, .NET, Access, Healthcare Information..., Healthcare Analytics, Functional..., Fineos, QTP, Test Automation, Test Cases, SDLC, JAD, BRD, Traceability Matrix, Smoke Testing, Defect Logging, Manual Test Execution, Test Case Generation, Test Matrix, Database Macros, MS Access, Vlookup, Pivot Tables, Data Analysis, Requirements Gathering, Analysis, Business Analysis, Gap Analysis, Software Project..., IT Project..., IT Project Management, Agile Methodologies, Agile Testing, Regression Testing, Process Flow..., Business Process..., Business Process Design, Manual Testing, Scrum, Systems Analysis, User Acceptance Testing, SharePoint, Quality Center, Project Management, Data Warehousing, Visio, Business Process
Education
University of Findlay 2005 — 2007
Master of Business Administration (M.B.A.), Accounting and Finance, 3.84
The Maharaja Sayajirao University of Baroda 2002 — 2005
Bachelor of Commerce (B.Com.), Accounting and Business/Management
Don McMahan Don McMahan's Transamerica Experience September 2010 - February 2012
Job Project Manager at UnityPoint Health
Industry Outsourcing/Offshoring
Experience
UnityPoint Health February 2015 - Present
Infinity Contact February 2012 - December 2014
Transamerica September 2010 - February 2012
McLeodUSA, PAETEC February 1999 - June 2010
Nortel Networks March 1986 - February 1999
Skills
Business Analysis, Quality Assurance, Process Improvement, Testing, Call Centers, SDLC, Requirements Analysis, Vendor Management, Visio, Management, Project Management, System Testing, CRM, User Acceptance Testing, Team Leadership, Software Development, Software Project..., Data Analysis, Tableau, Process Engineering, Strategic Planning, Data Warehousing, Data Management, Business Process...
Education
Texas A&M University-Commerce
Bachelor of Business Administration (BBA)
UnityPoint Health February 2015 - Present
Infinity Contact February 2012 - December 2014
Transamerica September 2010 - February 2012
McLeodUSA, PAETEC February 1999 - June 2010
Nortel Networks March 1986 - February 1999
Skills
Business Analysis, Quality Assurance, Process Improvement, Testing, Call Centers, SDLC, Requirements Analysis, Vendor Management, Visio, Management, Project Management, System Testing, CRM, User Acceptance Testing, Team Leadership, Software Development, Software Project..., Data Analysis, Tableau, Process Engineering, Strategic Planning, Data Warehousing, Data Management, Business Process...
Education
Texas A&M University-Commerce
Bachelor of Business Administration (BBA)
Patti Famigletti Patti Famigletti's Transamerica Experience April 2001 - Present
Job Manager, Production Services at Transamerica
Industry Insurance
Experience
Transamerica April 2001 - Present
Thomas Advertiing January 1997 - April 2001
Roska Direct January 1996 - January 1997
Amichetti, Lewis & Associates 1993 - 1995
Skills
Print Production, Direct Mail, Inventory Management, Vendor Relations, Team Building, Excel, Word, Process Improvement, Purchasing, Problem Solving, Account Management, Team Leadership, Advertising, Marketing, Microsoft Excel, Vendor Management, Microsoft Word
Education
Temple University 1987 — 1991
Bachelors, Journalism
Transamerica April 2001 - Present
Thomas Advertiing January 1997 - April 2001
Roska Direct January 1996 - January 1997
Amichetti, Lewis & Associates 1993 - 1995
Skills
Print Production, Direct Mail, Inventory Management, Vendor Relations, Team Building, Excel, Word, Process Improvement, Purchasing, Problem Solving, Account Management, Team Leadership, Advertising, Marketing, Microsoft Excel, Vendor Management, Microsoft Word
Education
Temple University 1987 — 1991
Bachelors, Journalism
Beth Strasser, PMP Beth Strasser, PMP's Transamerica Experience 2007 - December 2010
Job Senior Information Technology Project Manager at Pearson Education
Industry Information Technology and Services
Experience
Pearson Education January 2011 - Present
AEGON 2007 - December 2010
Transamerica 2007 - December 2010
AEGON USA January 2005 - November 2007
Norstan Communications 2003 - 2004
City of Cedar Rapids March 1998 - July 2003
Norstan Communications 1998 - 2003
Norstan Communications 1997 - 1998
MCI 1989 - 1997
Skills
Strategic Planning, Documentation, Customer Relations, Requirements Analysis, Problem Solving, Operations Management, Project Management, Software Development..., Business Relationship..., Strategic Communications, Communications Audits, Telecommunications..., Telecommunications..., Assessment Delivery, Technology Needs..., Software Documentation, Strategy, Business Process, Process Improvement, Business Analysis, Customer Service, Budgets, Telecommunications, Risk Management, Information Technology, Project Portfolio..., Management, Leadership, MS Project, Outsourcing, Analysis, Enterprise Software, Requirements Gathering, SDLC
Education
Project Management Institute 2009 — 2009
PMP, Project Management
The George Washington University - School of Business 2005 — 2008
Master's Certificate, Project Management
University of Northern Iowa 1985 — 1989
Bachelor of Arts, Marketing, Advertising Specialization
Pearson Education January 2011 - Present
AEGON 2007 - December 2010
Transamerica 2007 - December 2010
AEGON USA January 2005 - November 2007
Norstan Communications 2003 - 2004
City of Cedar Rapids March 1998 - July 2003
Norstan Communications 1998 - 2003
Norstan Communications 1997 - 1998
MCI 1989 - 1997
Skills
Strategic Planning, Documentation, Customer Relations, Requirements Analysis, Problem Solving, Operations Management, Project Management, Software Development..., Business Relationship..., Strategic Communications, Communications Audits, Telecommunications..., Telecommunications..., Assessment Delivery, Technology Needs..., Software Documentation, Strategy, Business Process, Process Improvement, Business Analysis, Customer Service, Budgets, Telecommunications, Risk Management, Information Technology, Project Portfolio..., Management, Leadership, MS Project, Outsourcing, Analysis, Enterprise Software, Requirements Gathering, SDLC
Education
Project Management Institute 2009 — 2009
PMP, Project Management
The George Washington University - School of Business 2005 — 2008
Master's Certificate, Project Management
University of Northern Iowa 1985 — 1989
Bachelor of Arts, Marketing, Advertising Specialization
Chaoning Wang's Transamerica Experience March 2015 - July 2015
Job Recently graduated student with a master degree in finance
Industry Financial Services
Experience
Transamerica March 2015 - July 2015
China Galaxy Securities July 2013 - September 2013
Shanghai Minsheng Investment & Development July 2011 - September 2011
Skills
SAS Certified Base..., Matlab, Financial Modeling, Microsoft Office, Financial Analysis, English, Accounting, SPSS, Analysis, Finance
Education
The George Washington University - School of Business 2013 — 2015
Master of Science (MS), Finance, General, 3.74 / 4.0
University of International Business and Economics 2009 — 2012
Bachelor of Business Administration (BBA), Financial Management
GARP
Financial Risk Manager
CFA Institute
Chartered Financial Analyst
Transamerica March 2015 - July 2015
China Galaxy Securities July 2013 - September 2013
Shanghai Minsheng Investment & Development July 2011 - September 2011
Skills
SAS Certified Base..., Matlab, Financial Modeling, Microsoft Office, Financial Analysis, English, Accounting, SPSS, Analysis, Finance
Education
The George Washington University - School of Business 2013 — 2015
Master of Science (MS), Finance, General, 3.74 / 4.0
University of International Business and Economics 2009 — 2012
Bachelor of Business Administration (BBA), Financial Management
GARP
Financial Risk Manager
CFA Institute
Chartered Financial Analyst
Jerrett Lamb Jerrett Lamb's Transamerica Experience 1996 - 1998
Job Chairman/CEO at JVL Real Estate Texas
Industry Real Estate
Experience
JVL Real Estate - Texas Vice President - South TexasAMRESCO Commercial Finance, LLC1998 - 1999
Transamerica 1996 - 1998
The Money Store 1993 - 1996
Guardian Savings Bank 1990 - 1992
Skills
Real Estate, Investment Properties, Real Estate Economics, Loans, Commercial Real Estate, Lease Negotiations, Brokerage, Selling, Land Acquisition, Leases, Construction, Real Estate Transactions, Marketing Strategy, Sellers, Property Management, Investments, Investors, Single Family Homes, Asset Managment, Acreage, Capital Markets, Foreclosures, Residential Homes, Real Property, REO, Real Estate Development, Property, 1031 Exchanges, Relocation, Real Estate Financing, Disposition, Buyer Representation, Listings, Luxury, Location Intelligence, Appraisals, Contract Negotiation, Lease Administration, International Real..., Corporate Real Estate, Due Diligence, Mortgage Lending, Entitlements, Negotiation, Commercial Leasing, Loan Origination, Farms, Refinance, Referrals, Seller Representation
Education
Texas Tech University - Rawls College of Business 1986 — 1990
BA, Real Estate Finance
Midland High School
Wall High School
JVL Real Estate - Texas Vice President - South TexasAMRESCO Commercial Finance, LLC1998 - 1999
Transamerica 1996 - 1998
The Money Store 1993 - 1996
Guardian Savings Bank 1990 - 1992
Skills
Real Estate, Investment Properties, Real Estate Economics, Loans, Commercial Real Estate, Lease Negotiations, Brokerage, Selling, Land Acquisition, Leases, Construction, Real Estate Transactions, Marketing Strategy, Sellers, Property Management, Investments, Investors, Single Family Homes, Asset Managment, Acreage, Capital Markets, Foreclosures, Residential Homes, Real Property, REO, Real Estate Development, Property, 1031 Exchanges, Relocation, Real Estate Financing, Disposition, Buyer Representation, Listings, Luxury, Location Intelligence, Appraisals, Contract Negotiation, Lease Administration, International Real..., Corporate Real Estate, Due Diligence, Mortgage Lending, Entitlements, Negotiation, Commercial Leasing, Loan Origination, Farms, Refinance, Referrals, Seller Representation
Education
Texas Tech University - Rawls College of Business 1986 — 1990
BA, Real Estate Finance
Midland High School
Wall High School
James Mabey James Mabey's Transamerica Experience January 2007 - June 2008
Job Area Supervisor at G4S Secure Solutions (USA) Inc.
Industry Security and Investigations
Experience
G4S Secure Solutions (USA) Inc. July 2012 - Present
G4S Secure Solutions (USA) Inc. February 2010 - July 2012
G4S Security Services July 2008 - December 2010
Transamerica January 2007 - June 2008
Transamerica September 2005 - January 2007
McLeodUSA 2001 - 2002
Skills
Former Law Enforcement..., Scuba Instructor..., Kenpo Karate Black Belt..., First Aid - CPR - AED..., CVI - CFATS - MARSEC, X-Ray Explosives -..., Crisis Management, Risk Management, Microsoft Excel, Leadership, Process Improvement, Financial Analysis, Security Management, Risk Assessment, Physical Security, Security, Access Control, Analysis, Customer Service, Insurance, Project Management, Access, Corporate Security, Security Operations, Call Centers, Management
Education
The University of Connecticut School of Business 1993 — 1994
Other Studies, Business Administration and Management, General
The University of North Dakota 1982 — 1987
Criminal Justice Studies, Police Administration
G4S Secure Solutions (USA) Inc. July 2012 - Present
G4S Secure Solutions (USA) Inc. February 2010 - July 2012
G4S Security Services July 2008 - December 2010
Transamerica January 2007 - June 2008
Transamerica September 2005 - January 2007
McLeodUSA 2001 - 2002
Skills
Former Law Enforcement..., Scuba Instructor..., Kenpo Karate Black Belt..., First Aid - CPR - AED..., CVI - CFATS - MARSEC, X-Ray Explosives -..., Crisis Management, Risk Management, Microsoft Excel, Leadership, Process Improvement, Financial Analysis, Security Management, Risk Assessment, Physical Security, Security, Access Control, Analysis, Customer Service, Insurance, Project Management, Access, Corporate Security, Security Operations, Call Centers, Management
Education
The University of Connecticut School of Business 1993 — 1994
Other Studies, Business Administration and Management, General
The University of North Dakota 1982 — 1987
Criminal Justice Studies, Police Administration
YUNRUI JIN YUNRUI JIN's Transamerica Experience November 2013 - Present
Job Corporate Finance Analyst
Industry Financial Services
Experience
Foxconn August 2014 - Present
Transamerica November 2013 - Present
Pro Finance Accounting & Tax Service January 2014 - August 2014
DONGWU SECURITIES CO. LTD. July 2012 - September 2012
Bank of China September 2011 - July 2012
HuaTai Securities Co.,Ltd. June 2008 - September 2008
Skills
Piano Playing, Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Leadership, Social Media, Entrepreneurship, Management, Statistics, Valuation, Research, Finance, Data Analysis, Analysis, Corporate Finance
Education
The George Washington University 2012 — 2014
Master's degree, Finance, General
The George Washington University 2012 — 2014
Master of Finance, Finance, General
Foxconn August 2014 - Present
Transamerica November 2013 - Present
Pro Finance Accounting & Tax Service January 2014 - August 2014
DONGWU SECURITIES CO. LTD. July 2012 - September 2012
Bank of China September 2011 - July 2012
HuaTai Securities Co.,Ltd. June 2008 - September 2008
Skills
Piano Playing, Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Bloomberg, Leadership, Social Media, Entrepreneurship, Management, Statistics, Valuation, Research, Finance, Data Analysis, Analysis, Corporate Finance
Education
The George Washington University 2012 — 2014
Master's degree, Finance, General
The George Washington University 2012 — 2014
Master of Finance, Finance, General
Lawrence Harrison Lawrence Harrison's Transamerica Experience July 2006 - August 2010
Job Broker Associate at Equity Colorado Real Estate
Industry Real Estate
Experience
Equity Colorado October 2012 - Present
Transamerica July 2006 - August 2010
Ameriprise Financial Services, Inc. February 2004 - July 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Editing, Strategic Planning, Negotiation, Short Sales, Real Estate, Event Planning
Education
University of Colorado at Denver 2002 — 2004
Bachelor of Science (BS), Business Administration, Management and Operations
Texas Woman's University 1999 — 2002
Bachelor's degree, Elementary Education and Teaching
Equity Colorado October 2012 - Present
Transamerica July 2006 - August 2010
Ameriprise Financial Services, Inc. February 2004 - July 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Editing, Strategic Planning, Negotiation, Short Sales, Real Estate, Event Planning
Education
University of Colorado at Denver 2002 — 2004
Bachelor of Science (BS), Business Administration, Management and Operations
Texas Woman's University 1999 — 2002
Bachelor's degree, Elementary Education and Teaching
Dina Basta Dina Basta's Transamerica Experience October 1998 - October 2000
Job Legal Calendar Coordinator
Industry Insurance
Experience
Liberty Insurance Pte Ltd. (Member of Liberty Mutual Group) 2007 - Present
Valley National Bank August 2000 - March 2007
Transamerica October 1998 - October 2000
Skills
Management, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Access
Education
The American University in Cairo 1987 — 1990
Liberty Insurance Pte Ltd. (Member of Liberty Mutual Group) 2007 - Present
Valley National Bank August 2000 - March 2007
Transamerica October 1998 - October 2000
Skills
Management, Research, Microsoft Office, Microsoft Excel, Microsoft Word, Access
Education
The American University in Cairo 1987 — 1990
Robert McGinley Robert McGinley's Transamerica Experience 2005 - 2007
Job Director and Actuary at MetLife
Industry Insurance
Experience
MetLife 2014 - Present
MetLife 2012 - 2014
MetLife 2011 - 2012
MetLife 2007 - 2011
Transamerica 2005 - 2007
Skills
Reinsurance, Embedded Value, Actuarial Science, ALM, Insurance, Fixed Annuities, Life Insurance, Valuation, Risk Management, Financial Risk, Enterprise Risk..., Financial Modeling, Financial Analysis
Education
Temple University
MS Actuarial Science
Temple University
MA Physics
Temple University
BS BioPhysics
MetLife 2014 - Present
MetLife 2012 - 2014
MetLife 2011 - 2012
MetLife 2007 - 2011
Transamerica 2005 - 2007
Skills
Reinsurance, Embedded Value, Actuarial Science, ALM, Insurance, Fixed Annuities, Life Insurance, Valuation, Risk Management, Financial Risk, Enterprise Risk..., Financial Modeling, Financial Analysis
Education
Temple University
MS Actuarial Science
Temple University
MA Physics
Temple University
BS BioPhysics
Daivik Orth Daivik Orth's Transamerica Experience January 2014 - May 2014
Job Junior Data Scientist
Industry Computer Software
Experience
Booz Allen Hamilton March 2015 - Present
Booz Allen Hamilton June 2014 - August 2014
Transamerica January 2014 - May 2014
CyberPoint International June 2013 - November 2013
OHSU June 2012 - August 2012
Skills
Excel, Java, Statistics, C, C++, Probability Theory, Stochastic Processes, Microsoft Excel, CUDA, Stochastic Programming, Monte Carlo Simulation, Optimization, Python, Visual C#, Machine Learning, R, Algorithms, Programming, Applied Mathematics, Quantitative Analytics, Data Analysis, Linux, Software Engineering, High Performance..., Unix, Mathematical Modeling, C#, Software Development, Data Mining
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Science (B.S.), Applied Mathematics
Booz Allen Hamilton March 2015 - Present
Booz Allen Hamilton June 2014 - August 2014
Transamerica January 2014 - May 2014
CyberPoint International June 2013 - November 2013
OHSU June 2012 - August 2012
Skills
Excel, Java, Statistics, C, C++, Probability Theory, Stochastic Processes, Microsoft Excel, CUDA, Stochastic Programming, Monte Carlo Simulation, Optimization, Python, Visual C#, Machine Learning, R, Algorithms, Programming, Applied Mathematics, Quantitative Analytics, Data Analysis, Linux, Software Engineering, High Performance..., Unix, Mathematical Modeling, C#, Software Development, Data Mining
Education
The Johns Hopkins University 2011 — 2015
Bachelor of Science (B.S.), Applied Mathematics
Da Lu Da Lu's Transamerica Experience November 2013 - March 2014
Job Research Assistant at Johns Hopkins University
Industry Computer Software
Experience
Johns Hopkins University September 2014 - Present
Whozin July 2014 - August 2014
Transamerica November 2013 - March 2014
Wolman Housing Office at Johns Hopkins University September 2012 - September 2013
State Street July 2013 - August 2013
Skills
Java, C++, Computer Language, Actuarial Exams, Accounting, Matlab, Microsoft Excel, Programming, Computer Science, VBA, Python, Databases, Data Analysis, Research, PowerPoint, Microsoft Office, Microsoft Word, C, Public Speaking, R, Linux, Statistics, HTML, PHP
Education
The Johns Hopkins University 2011 — 2015
BS, Computer Science, Applied Mathematics
Bronx High School of Science 2008 — 2011
High School
Johns Hopkins University September 2014 - Present
Whozin July 2014 - August 2014
Transamerica November 2013 - March 2014
Wolman Housing Office at Johns Hopkins University September 2012 - September 2013
State Street July 2013 - August 2013
Skills
Java, C++, Computer Language, Actuarial Exams, Accounting, Matlab, Microsoft Excel, Programming, Computer Science, VBA, Python, Databases, Data Analysis, Research, PowerPoint, Microsoft Office, Microsoft Word, C, Public Speaking, R, Linux, Statistics, HTML, PHP
Education
The Johns Hopkins University 2011 — 2015
BS, Computer Science, Applied Mathematics
Bronx High School of Science 2008 — 2011
High School
Stanley Wladkowski Stanley Wladkowski's Transamerica Experience February 2015 - Present
Job Career agent/Financial Consultant at TransAmerica
Industry Financial Services
Experience
Transamerica February 2015 - Present
M&T Bank June 2013 - February 2015
The Columbia Bank February 2003 - February 2013
M&T Bank April 1997 - February 2003
Bank of America January 1987 - April 1997
Skills
Branch Banking, Retail Banking, Credit, Consumer Lending, Credit Analysis, Microsoft Office, Cross Selling, Loan Origination, Team Building, Portfolio Management, Underwriting, Branch Management, Public Speaking, Financial Analysis, Asset Based Lending, Financial Risk, Relationship Management, Financial Services, Investments, Integrity, Banking, Loans, Small Business Lending, Commercial Banking, Management, Lines Of Credit
Education
The Community College of Baltimore County 1989 — 1992
Associate of Arts (AA), Business Administration and Management, General
Transamerica February 2015 - Present
M&T Bank June 2013 - February 2015
The Columbia Bank February 2003 - February 2013
M&T Bank April 1997 - February 2003
Bank of America January 1987 - April 1997
Skills
Branch Banking, Retail Banking, Credit, Consumer Lending, Credit Analysis, Microsoft Office, Cross Selling, Loan Origination, Team Building, Portfolio Management, Underwriting, Branch Management, Public Speaking, Financial Analysis, Asset Based Lending, Financial Risk, Relationship Management, Financial Services, Investments, Integrity, Banking, Loans, Small Business Lending, Commercial Banking, Management, Lines Of Credit
Education
The Community College of Baltimore County 1989 — 1992
Associate of Arts (AA), Business Administration and Management, General
Mark D. Ray's Transamerica Experience March 2014 - Present
Job Controller at Transamerica
Industry Insurance
Experience
Transamerica March 2014 - Present
Genworth Financial July 2013 - February 2014
Genworth Financial April 2010 - June 2013
Genworth Financial October 2008 - April 2010
Genworth Financial March 2008 - September 2008
Genworth Financial November 2006 - March 2008
Genworth Financial September 2005 - November 2006
General Electric August 2003 - August 2005
GE Financial Assurance August 2002 - August 2003
GE Financial Assurance August 2000 - August 2002
Skills
Internal Audit, Six Sigma, Audit, Auditing, Forecasting, Insurance, Financial Analysis, Accounting, Leadership
Education
The College of William and Mary - The Mason School of Business 2008 — 2009
Masters of Business Administration, MBA
University of Virginia Darden School of Business 2007 — 2007
Executive Education, Experienced Managers Course
Miami University - Farmer School of Business 1995 — 1998
Bachelors of Science, Accountancy
Walsh Jesuit High School 1990 — 1994
Diploma, College Preparatory
Transamerica March 2014 - Present
Genworth Financial July 2013 - February 2014
Genworth Financial April 2010 - June 2013
Genworth Financial October 2008 - April 2010
Genworth Financial March 2008 - September 2008
Genworth Financial November 2006 - March 2008
Genworth Financial September 2005 - November 2006
General Electric August 2003 - August 2005
GE Financial Assurance August 2002 - August 2003
GE Financial Assurance August 2000 - August 2002
Skills
Internal Audit, Six Sigma, Audit, Auditing, Forecasting, Insurance, Financial Analysis, Accounting, Leadership
Education
The College of William and Mary - The Mason School of Business 2008 — 2009
Masters of Business Administration, MBA
University of Virginia Darden School of Business 2007 — 2007
Executive Education, Experienced Managers Course
Miami University - Farmer School of Business 1995 — 1998
Bachelors of Science, Accountancy
Walsh Jesuit High School 1990 — 1994
Diploma, College Preparatory
Thomas Luscher Thomas Luscher's Transamerica Experience 1990 - 2003
Job Senior Director Global Operations at AG Semiconductor Services, LLC
Industry Financial Services
Experience
AG Semiconductor Services, LLC June 2013 - Present
GE Capital November 2007 - Present
GE Capital 2005 - September 2007
GE Capital 2004 - 2005
Transamerica 1990 - 2003
Skills
Financial Analysis, Portfolio Management, Forecasting, Mergers, Finance, Mergers & Acquisitions, Due Diligence, Analysis, Risk Management, Valuation, Process Improvement, Strategic Financial..., Strategy, Analytics, Executive Management, Financial Modeling, Business Development, Corporate Finance, Financial Services, Pricing, Financial Risk, Management, Cross-functional Team..., Leadership, Competitive Analysis, Credit, Loans, Project Management, Negotiation, Banking, Business Process..., Operations Management, Credit Risk
Education
The College of Idaho 1981 — 1985
BA, Finance & Accounting
AG Semiconductor Services, LLC June 2013 - Present
GE Capital November 2007 - Present
GE Capital 2005 - September 2007
GE Capital 2004 - 2005
Transamerica 1990 - 2003
Skills
Financial Analysis, Portfolio Management, Forecasting, Mergers, Finance, Mergers & Acquisitions, Due Diligence, Analysis, Risk Management, Valuation, Process Improvement, Strategic Financial..., Strategy, Analytics, Executive Management, Financial Modeling, Business Development, Corporate Finance, Financial Services, Pricing, Financial Risk, Management, Cross-functional Team..., Leadership, Competitive Analysis, Credit, Loans, Project Management, Negotiation, Banking, Business Process..., Operations Management, Credit Risk
Education
The College of Idaho 1981 — 1985
BA, Finance & Accounting
Wallace Smith Wallace Smith's Transamerica Experience 1997 - 2005
Job Pastor at Living Church of God
Industry Religious Institutions
Experience
Living Church of God June 2005 - Present
Transamerica 1997 - 2005
R. L. Turner High School 1992 - 1997
Skills
Liturgy, Teaching, Evangelism, Bible, Budgets, Volunteer Management, Leadership, Public Speaking, Leadership Development, Biblical Studies, Strategic Planning, Theology, Preaching, Pastoral Care, Discipleship, Team Building
Education
Texas A&M University 1988 — 1991
BS, Mathematics
Living Church of God June 2005 - Present
Transamerica 1997 - 2005
R. L. Turner High School 1992 - 1997
Skills
Liturgy, Teaching, Evangelism, Bible, Budgets, Volunteer Management, Leadership, Public Speaking, Leadership Development, Biblical Studies, Strategic Planning, Theology, Preaching, Pastoral Care, Discipleship, Team Building
Education
Texas A&M University 1988 — 1991
BS, Mathematics
Geneva Augustin's Transamerica Experience May 2015 - Present
Job Actuarial Intern at Transamerica
Industry Insurance
Experience
Transamerica May 2015 - Present
Transamerica May 2014 - April 2015
C.W. Downer & Co. June 2013 - August 2013
White House Black Market May 2012 - May 2013
United States Figure Skating Association 1999 - 2013
Skills
Microsoft Office, Matlab, Microsoft Excel, Microsoft Word, PowerPoint, Engineering, Teamwork, English, Customer Service, Photoshop, Research, Windows, Figure Skating, Volunteering, German, Outlook
Education
The Johns Hopkins University 2012 — 2015
Bachelor of Science (B.S.), Applied Mathematics, German
HHS 2009 — 2012
Transamerica May 2015 - Present
Transamerica May 2014 - April 2015
C.W. Downer & Co. June 2013 - August 2013
White House Black Market May 2012 - May 2013
United States Figure Skating Association 1999 - 2013
Skills
Microsoft Office, Matlab, Microsoft Excel, Microsoft Word, PowerPoint, Engineering, Teamwork, English, Customer Service, Photoshop, Research, Windows, Figure Skating, Volunteering, German, Outlook
Education
The Johns Hopkins University 2012 — 2015
Bachelor of Science (B.S.), Applied Mathematics, German
HHS 2009 — 2012
Dennis Gassoway Dennis Gassoway's Transamerica Experience 1987 - 1998
Job Director, National Sales at Accumatch
Industry Financial Services
Experience
Accumatch October 2014 - Present
. November 2009 - September 2014
ServiceLink February 2009 - April 2009
LandAmerica OneStop October 1998 - January 2009
Landamerica Lender Services February 1998 - January 2009
LandAmerica 2001 - 2009
Lereta Corp 1998 - 2003
Transamerica 1987 - 1998
Skills
Real Estate Tax Services, Loan Servicing, Foreclosures, Asset Managment, Field Service, Title Insurance, Flood Certifications, Property Tax, Mortgage Servicing, Loans, Loss Mitigation, Mortgage Lending, Mortgage Banking, Sales Operations, Credit, Real Estate Economics, Residential Mortgages, FHA, Real Estate Transactions, Strategy, CRM, Commercial Lending, Refinance, REO, Tax, Marketing, Leadership, Commercial Real Estate, Sales, Risk Management, Credit Analysis, Mortgage Underwriting, Financial Services, Banking, Business Development, Relationship Management, Finance, Asset Management
Education
Texas State University-San Marcos 1973 — 1977
BA, Management & Finance
Fondren Junior High 1964 — 1967
Accumatch October 2014 - Present
. November 2009 - September 2014
ServiceLink February 2009 - April 2009
LandAmerica OneStop October 1998 - January 2009
Landamerica Lender Services February 1998 - January 2009
LandAmerica 2001 - 2009
Lereta Corp 1998 - 2003
Transamerica 1987 - 1998
Skills
Real Estate Tax Services, Loan Servicing, Foreclosures, Asset Managment, Field Service, Title Insurance, Flood Certifications, Property Tax, Mortgage Servicing, Loans, Loss Mitigation, Mortgage Lending, Mortgage Banking, Sales Operations, Credit, Real Estate Economics, Residential Mortgages, FHA, Real Estate Transactions, Strategy, CRM, Commercial Lending, Refinance, REO, Tax, Marketing, Leadership, Commercial Real Estate, Sales, Risk Management, Credit Analysis, Mortgage Underwriting, Financial Services, Banking, Business Development, Relationship Management, Finance, Asset Management
Education
Texas State University-San Marcos 1973 — 1977
BA, Management & Finance
Fondren Junior High 1964 — 1967
Dan Reger's Transamerica Experience May 2008 - March 2011
Job MBA Candidate University of Chicago Booth School of Business
Industry Financial Services
Experience
Juniper Networks June 2015 - Present
Quantitative Risk Management March 2011 - September 2014
Transamerica May 2008 - March 2011
Skills
Derivatives, Fixed Income, Microsoft Excel, Portfolio Management, Economic Capital, Financial Modeling, Enterprise Risk..., Financial Risk, Finance, Investments, Market Risk, Insurance, Solvency II, Term Life Insurance, Financial Analysis, Universal Life, Fixed Annuities, Variable Universal Life, VAR, Accounting, QRM, Valuation, Actuarial Science, Risk Management, Equity Indexed..., Excel, MoSes, TAS
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, Accounting
University of Central Florida 2004 — 2008
Bachelor of Science (BS), Actuarial Science
Juniper Networks June 2015 - Present
Quantitative Risk Management March 2011 - September 2014
Transamerica May 2008 - March 2011
Skills
Derivatives, Fixed Income, Microsoft Excel, Portfolio Management, Economic Capital, Financial Modeling, Enterprise Risk..., Financial Risk, Finance, Investments, Market Risk, Insurance, Solvency II, Term Life Insurance, Financial Analysis, Universal Life, Fixed Annuities, Variable Universal Life, VAR, Accounting, QRM, Valuation, Actuarial Science, Risk Management, Equity Indexed..., Excel, MoSes, TAS
Education
The University of Chicago Booth School of Business 2014 — 2016
Master of Business Administration (MBA), Finance, Accounting
University of Central Florida 2004 — 2008
Bachelor of Science (BS), Actuarial Science
Pete Adkins Pete Adkins's Transamerica Experience April 2008 - July 2010
Job President
Industry Financial Services
Experience
Transamerica Life and Protection July 2010 - Present
Transamerica April 2008 - July 2010
OneAmerica 2001 - 2007
Amerus 1987 - 2001
Southwestern Life 1983 - 1987
Skills
Fixed Annuities, Sales, Series 7, Insurance, Securities, Health Insurance, Employee Benefits, Sales Management, Financial Advisory, Financial Services, New Business Development
Education
The Ohio State University 1980 — 1983
B.S., Marketing
Transamerica Life and Protection July 2010 - Present
Transamerica April 2008 - July 2010
OneAmerica 2001 - 2007
Amerus 1987 - 2001
Southwestern Life 1983 - 1987
Skills
Fixed Annuities, Sales, Series 7, Insurance, Securities, Health Insurance, Employee Benefits, Sales Management, Financial Advisory, Financial Services, New Business Development
Education
The Ohio State University 1980 — 1983
B.S., Marketing
Wanting Wang Wanting Wang's Transamerica Experience 2014 - 2014
Job Data Scientist at MetLife
Industry Financial Services
Experience
MetLife July 2015 - Present
Transamerica 2014 - 2014
Bureau of Statistics of China 2012 - 2012
Skills
R, Statistical Modeling, Microsoft Excel, Excel VBA, LaTeX, Financial Analysis, C++ Language, PowerPoint, Microsoft Word, SQL queries
Education
The Johns Hopkins University 2013 — 2015
Master of Science (MS), Applied Mathematics and Statistics
Zhongnan University of Economics and Law 2009 — 2013
Bachelor of Science (BS), Statistics
middle school
MetLife July 2015 - Present
Transamerica 2014 - 2014
Bureau of Statistics of China 2012 - 2012
Skills
R, Statistical Modeling, Microsoft Excel, Excel VBA, LaTeX, Financial Analysis, C++ Language, PowerPoint, Microsoft Word, SQL queries
Education
The Johns Hopkins University 2013 — 2015
Master of Science (MS), Applied Mathematics and Statistics
Zhongnan University of Economics and Law 2009 — 2013
Bachelor of Science (BS), Statistics
middle school
Connor Kenehan's Transamerica Experience May 2015 - Present
Job Investment Strategy Intern at Transamerica
Industry Financial Services
Experience
Transamerica May 2015 - Present
Johns Hopkins Institute for Applied Economics, Global Health, and the Study of Business Enterprise January 2014 - May 2015
The Zen of Slow Cooking May 2013 - September 2013
Skills
Public Speaking, PowerPoint, Microsoft Office, Research, Economics, Data Analysis, Social Media, International Relations, Analysis
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Economics
The Johns Hopkins University 2012 — 2016
Economics; Financial Economics; Entrepreneurship & Management
Transamerica May 2015 - Present
Johns Hopkins Institute for Applied Economics, Global Health, and the Study of Business Enterprise January 2014 - May 2015
The Zen of Slow Cooking May 2013 - September 2013
Skills
Public Speaking, PowerPoint, Microsoft Office, Research, Economics, Data Analysis, Social Media, International Relations, Analysis
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Economics
The Johns Hopkins University 2012 — 2016
Economics; Financial Economics; Entrepreneurship & Management
Matthew Lehmann's Transamerica Experience May 2014 - August 2014
Job Business Analyst at Capital One
Industry Financial Services
Experience
Capital One July 2015 - Present
Richmond Optimus Capital Management 2014 - May 2015
Learning Den-Johns Hopkins University January 2013 - December 2014
Transamerica May 2014 - August 2014
Gracias Laboratory JHU September 2011 - June 2014
Queens Chamber of Commerce June 2013 - August 2013
Seeman DNA nanotechnology laboratory NYU July 2012 - August 2012
Skills
Matlab, Microsoft Excel, PowerPoint, Research, Microsoft Word, Java, Data Analysis, Public Speaking, Bloomberg Terminal, Analysis, Valuation, Economics, Statistics
Education
The Johns Hopkins University 2011 — 2015
Bachelor's Degree, Chemical Engineering and Economics, 2015
Bronx High School of Science 2007 — 2011
Capital One July 2015 - Present
Richmond Optimus Capital Management 2014 - May 2015
Learning Den-Johns Hopkins University January 2013 - December 2014
Transamerica May 2014 - August 2014
Gracias Laboratory JHU September 2011 - June 2014
Queens Chamber of Commerce June 2013 - August 2013
Seeman DNA nanotechnology laboratory NYU July 2012 - August 2012
Skills
Matlab, Microsoft Excel, PowerPoint, Research, Microsoft Word, Java, Data Analysis, Public Speaking, Bloomberg Terminal, Analysis, Valuation, Economics, Statistics
Education
The Johns Hopkins University 2011 — 2015
Bachelor's Degree, Chemical Engineering and Economics, 2015
Bronx High School of Science 2007 — 2011
Joseph Fejes Joseph Fejes's Transamerica Experience 1987 - 1996
Job Financial Services Specialist at Fejes Financial Services
Industry Insurance
Experience
Fejes Financial Services September 2011 - Present
Liberty National Life Insurance Company April 2011 - September 2011
Fejes Financial Services 2008 - 2011
Brown & Brown 2006 - 2008
Ameritas Direct 1998 - 2006
Transamerica 1987 - 1996
Skills
Health Insurance, Problem Solving, Analysis, Property & Casualty..., Financial Services, Fixed Annuities, Financial Risk, Sales, Disability Insurance, Long Term Care Insurance, Human Resources, Insurance, Asset Management, Small Business
Education
Wittenberg University 1974 — 1978
B.A., Psychology
The American College
Chartered Life Underwriter, Chartered Financial Consultant
Fejes Financial Services September 2011 - Present
Liberty National Life Insurance Company April 2011 - September 2011
Fejes Financial Services 2008 - 2011
Brown & Brown 2006 - 2008
Ameritas Direct 1998 - 2006
Transamerica 1987 - 1996
Skills
Health Insurance, Problem Solving, Analysis, Property & Casualty..., Financial Services, Fixed Annuities, Financial Risk, Sales, Disability Insurance, Long Term Care Insurance, Human Resources, Insurance, Asset Management, Small Business
Education
Wittenberg University 1974 — 1978
B.A., Psychology
The American College
Chartered Life Underwriter, Chartered Financial Consultant
Ryan Geyer's Transamerica Experience December 2014 - Present
Job Technology Evangelist | Digital Strategy | Consultative Sales
Industry Financial Services
Experience
Transamerica December 2014 - Present
The Geyer Group November 2012 - Present
Trenspot March 2010 - January 2014
Vass Ventures 2012 - 2013
Eidon Technologies May 2008 - November 2011
Skills
New Business Development, Strategic Planning, Project Management, Social Media, Small Business, Public Speaking, Leadership Development, Fundraising, Non-profits, Leadership, Marketing, Business Strategy, Blogging, Coaching, Public Relations, Business Development, Nonprofits, SEO, Sales, Online Advertising, Marketing Strategy, Digital Marketing, Online Marketing, Account Management, Start-ups, Training, Entrepreneurship, B2B, Team Leadership, Strategic Partnerships, Strategy, Social Networking, Social Media Marketing, Management, Lead Generation, Creative Direction, E-commerce, Marketing Communications
Education
Texas A&M University 2003 — 2008
Bachelor of Science (B.S.), Sociology
Transamerica December 2014 - Present
The Geyer Group November 2012 - Present
Trenspot March 2010 - January 2014
Vass Ventures 2012 - 2013
Eidon Technologies May 2008 - November 2011
Skills
New Business Development, Strategic Planning, Project Management, Social Media, Small Business, Public Speaking, Leadership Development, Fundraising, Non-profits, Leadership, Marketing, Business Strategy, Blogging, Coaching, Public Relations, Business Development, Nonprofits, SEO, Sales, Online Advertising, Marketing Strategy, Digital Marketing, Online Marketing, Account Management, Start-ups, Training, Entrepreneurship, B2B, Team Leadership, Strategic Partnerships, Strategy, Social Networking, Social Media Marketing, Management, Lead Generation, Creative Direction, E-commerce, Marketing Communications
Education
Texas A&M University 2003 — 2008
Bachelor of Science (B.S.), Sociology
douglas petty's Transamerica Experience October 2000 - October 2007
Job Investment Representative at American Century Investments
Industry Financial Services
Experience
American Century Investments October 2007 - Present
Transamerica October 2000 - October 2007
Skills
Series 63, Investments, Mutual Funds, Asset Allocation
Education
The University of Kansas 1961 — 1966
American Century Investments October 2007 - Present
Transamerica October 2000 - October 2007
Skills
Series 63, Investments, Mutual Funds, Asset Allocation
Education
The University of Kansas 1961 — 1966
Joe Maymo Joe Maymo's Transamerica Experience July 2011 - July 2013
Job Regional VP
Industry Financial Services
Experience
Publicly Non-traded REIT February 2015 - Present
Flexible Plan Investments December 2013 - February 2015
Transamerica July 2011 - July 2013
King Consolidated 2009 - 2011
Cornerstone Real Estate Funds 2007 - 2009
Nationwide Financial 2003 - 2007
JPMorgan Chase April 1999 - October 2003
Skills
Fixed Annuities, Mutual Funds, Portfolio Management, Financial Advisory, Relationship Management, Financial Services, Sales, Investments, Selling, Series 63, Series 7, Variable Annuities
Education
The Ohio State University 1993 — 1997
BA, Political Science
The Ohio State University 1993 — 1997
BA, Political Science
Publicly Non-traded REIT February 2015 - Present
Flexible Plan Investments December 2013 - February 2015
Transamerica July 2011 - July 2013
King Consolidated 2009 - 2011
Cornerstone Real Estate Funds 2007 - 2009
Nationwide Financial 2003 - 2007
JPMorgan Chase April 1999 - October 2003
Skills
Fixed Annuities, Mutual Funds, Portfolio Management, Financial Advisory, Relationship Management, Financial Services, Sales, Investments, Selling, Series 63, Series 7, Variable Annuities
Education
The Ohio State University 1993 — 1997
BA, Political Science
The Ohio State University 1993 — 1997
BA, Political Science
Kelly Stahl, CLU, FLMI's Transamerica Experience October 2014 - Present
Job Vice President, Transamerica Personal Producer Network
Industry Financial Services
Experience
Transamerica October 2014 - Present
Ohio National Financial Services November 2007 - October 2014
CJA Marketing February 2005 - November 2007
Baltimore Life Insurance Company July 1998 - November 2005
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Retirement, Disability Insurance, Term Life Insurance, Employee Benefits, Variable Annuities, Universal Life, Whole Life, Estate Planning, Sales, Marketing, FINRA, Recruiting, Small Business, Finance, Equities
Education
The American College 1995 — 1999
CLU, Chartered Life Underwriter
Transamerica October 2014 - Present
Ohio National Financial Services November 2007 - October 2014
CJA Marketing February 2005 - November 2007
Baltimore Life Insurance Company July 1998 - November 2005
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Insurance, Retirement, Disability Insurance, Term Life Insurance, Employee Benefits, Variable Annuities, Universal Life, Whole Life, Estate Planning, Sales, Marketing, FINRA, Recruiting, Small Business, Finance, Equities
Education
The American College 1995 — 1999
CLU, Chartered Life Underwriter
Nathaniel Ames Hummel, ChFC, CLU Nathaniel Ames Hummel, ChFC, CLU's Transamerica Experience June 1972 - June 1985
Job Owner Money & Tax Strategies
Industry Financial Services
Experience
Money & Tax Strategies December 1968 - Present
Money & Tax Strategies December 1968 - Present
Transamerica June 1972 - June 1985
Skills
Management, Investments, Customer Service, Financial Advisory, Financial Planning, Wealth Management, Retirement, Portfolio Management
Education
The American College 1971 — 1982
ChFC CLU, Financial Services
Money & Tax Strategies December 1968 - Present
Money & Tax Strategies December 1968 - Present
Transamerica June 1972 - June 1985
Skills
Management, Investments, Customer Service, Financial Advisory, Financial Planning, Wealth Management, Retirement, Portfolio Management
Education
The American College 1971 — 1982
ChFC CLU, Financial Services
Andy Dastur, CLU, CFP Andy Dastur, CLU, CFP's Transamerica Experience July 2000 - August 2005
Job Executive Vice President at North American Life Plans, LLC
Industry Insurance
Experience
North American Life Plans October 2013 - Present
United Insurance Group, Inc January 2009 - July 2013
Aetna September 2005 - December 2008
Transamerica July 2000 - August 2005
Conseco January 1999 - June 2000
Golden Rule Insurance June 1990 - December 1998
Skills
Insurance, Health Insurance, Fixed Annuities, Medicare, Long-term Care, Life Insurance, Managed Care, Team Building, Term Life Insurance, Leadership, Healthcare, Sales, Retirement
Education
Texas A&M University 1984 — 1988
BBA, Finance
The University of Texas
MBA, Business
North American Life Plans October 2013 - Present
United Insurance Group, Inc January 2009 - July 2013
Aetna September 2005 - December 2008
Transamerica July 2000 - August 2005
Conseco January 1999 - June 2000
Golden Rule Insurance June 1990 - December 1998
Skills
Insurance, Health Insurance, Fixed Annuities, Medicare, Long-term Care, Life Insurance, Managed Care, Team Building, Term Life Insurance, Leadership, Healthcare, Sales, Retirement
Education
Texas A&M University 1984 — 1988
BBA, Finance
The University of Texas
MBA, Business
R. Jan Pinney R. Jan Pinney's Transamerica Experience May 1985 - July 1997
Job CEO, Pinney Insurance Center, Inc.
Industry Insurance
Experience
ISU Francis-Pinney Insurance Services, Inc. 1975 - Present
Pinney Insurance Center January 1972 - Present
Transamerica Financial Advisors, Inc. 1971 - Present
Transamerica May 1985 - July 1997
Skills
Fixed Annuities, Income Protection, Life Insurance, Insurance, Long-term Care, Leadership, Retirement Planning, Term Life Insurance, Estate Planning, Strategic Financial..., Disability Insurance, Retirement, Employee Benefits, Commercial Insurance, Property & Casualty..., Financial Planners, IRAs, Health Insurance, Whole Life, Brokers, Underwriting, Universal Life, Long Term Care Insurance, Financial Advisory, Wealth, 401k, Series 63, Wealth Accumulation, Wealth Management, Mutual Funds, Investment Advisory, Series 7, Pensions, 401k Rollovers, Small Business, Series 6, Financial Services, Financial Planning, Key Person Insurance
Education
The American College
CLU, ChFC, Life Insurance
University of Utah
Bachelors, Business
ISU Francis-Pinney Insurance Services, Inc. 1975 - Present
Pinney Insurance Center January 1972 - Present
Transamerica Financial Advisors, Inc. 1971 - Present
Transamerica May 1985 - July 1997
Skills
Fixed Annuities, Income Protection, Life Insurance, Insurance, Long-term Care, Leadership, Retirement Planning, Term Life Insurance, Estate Planning, Strategic Financial..., Disability Insurance, Retirement, Employee Benefits, Commercial Insurance, Property & Casualty..., Financial Planners, IRAs, Health Insurance, Whole Life, Brokers, Underwriting, Universal Life, Long Term Care Insurance, Financial Advisory, Wealth, 401k, Series 63, Wealth Accumulation, Wealth Management, Mutual Funds, Investment Advisory, Series 7, Pensions, 401k Rollovers, Small Business, Series 6, Financial Services, Financial Planning, Key Person Insurance
Education
The American College
CLU, ChFC, Life Insurance
University of Utah
Bachelors, Business
Bolong Li Bolong Li's Transamerica Experience June 2012 - Present
Job Risk Analyst at Transamerica
Industry Insurance
Experience
Transamerica June 2012 - Present
People's Insurance Company of China June 2011 - August 2011
Skills
Actuarial Science, Statistics, Financial Risk, Microsoft Excel, Reinsurance, Data Analysis, Valuation, Matlab, SAS, Property & Casualty...
Education
University of Iowa 2010 — 2012
Master of Science (MS), Actuarial Science
The Chinese University of Hong Kong 2006 — 2010
Bachelor's Degree, Computational and Applied Mathematics
Transamerica June 2012 - Present
People's Insurance Company of China June 2011 - August 2011
Skills
Actuarial Science, Statistics, Financial Risk, Microsoft Excel, Reinsurance, Data Analysis, Valuation, Matlab, SAS, Property & Casualty...
Education
University of Iowa 2010 — 2012
Master of Science (MS), Actuarial Science
The Chinese University of Hong Kong 2006 — 2010
Bachelor's Degree, Computational and Applied Mathematics
Erica Gorham Erica Gorham's Transamerica Experience August 2015 - Present
Job Manager/ Sales Associate
Industry Financial Services
Experience
Transamerica August 2015 - Present
OneCoin June 2015 - Present
Skills
Small Business, Investments, Customer Service, Business Development, New Business Development, Social Media, Entrepreneurship, Strategic Planning, Marketing, Social Media Marketing, Business Planning, Start-ups, Business Strategy, Marketing Strategy, Sales, Team Building, Sales Management, Project Management, Management, General Insurance, Life Insurance, Property & Casualty...
Education
The Ohio State University
Bachelor's Degree, Communication and Media Studies
Transamerica August 2015 - Present
OneCoin June 2015 - Present
Skills
Small Business, Investments, Customer Service, Business Development, New Business Development, Social Media, Entrepreneurship, Strategic Planning, Marketing, Social Media Marketing, Business Planning, Start-ups, Business Strategy, Marketing Strategy, Sales, Team Building, Sales Management, Project Management, Management, General Insurance, Life Insurance, Property & Casualty...
Education
The Ohio State University
Bachelor's Degree, Communication and Media Studies
Andres Callender Andres Callender's Transamerica Experience November 2012 - May 2013
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte December 2013 - Present
Turner Broadcasting April 2013 - December 2013
Transamerica November 2012 - May 2013
The Regional Medical Center at Memphis 2008 - 2010
The Regional Medical Center at Memphis 2008 - 2008
The Regional Medical Center at Memphis 2007 - 2008
Skills
Financial Modeling, Business Analysis, Financial Reporting, Accounting, Forecasting, Microsoft Excel, Microsoft Word, Microsoft Office, Foreign Languages, Management, Outstanding..., Close Attention to..., Organizational..., Oracle Applications, Marketing Management, Investments, Goal-driven leader, Fiscal Policy, Fiscal Impact Analysis, Operating Budgets, Capital Budgeting, Healthcare Management, Business Strategy, PeopleSoft, Counterpoint, Accounts Receivable, Account Reconciliation, Budgets, Hyperion Planning, SAP, Balance Sheet Review, Project Control, Project Management, Finance, Consulting, Team Building, Team Leadership, Teamwork, Portfolio Management, Reporting & Analysis
Education
The Fogelman College of Business and Economics, University of Memphis 2010 — 2014
Accelerated BBA/MBA Program, Economics and Finance: Finance & Global Mgmt.
The University of Memphis 2007 — 2010
International Public Health/International Health
Ray Bouder School of Real Estate 2007 — 2007
License--TN, Real Estate
The University of Memphis 2003 — 2007
Bachelor of Science (BS), Biology
Deloitte December 2013 - Present
Turner Broadcasting April 2013 - December 2013
Transamerica November 2012 - May 2013
The Regional Medical Center at Memphis 2008 - 2010
The Regional Medical Center at Memphis 2008 - 2008
The Regional Medical Center at Memphis 2007 - 2008
Skills
Financial Modeling, Business Analysis, Financial Reporting, Accounting, Forecasting, Microsoft Excel, Microsoft Word, Microsoft Office, Foreign Languages, Management, Outstanding..., Close Attention to..., Organizational..., Oracle Applications, Marketing Management, Investments, Goal-driven leader, Fiscal Policy, Fiscal Impact Analysis, Operating Budgets, Capital Budgeting, Healthcare Management, Business Strategy, PeopleSoft, Counterpoint, Accounts Receivable, Account Reconciliation, Budgets, Hyperion Planning, SAP, Balance Sheet Review, Project Control, Project Management, Finance, Consulting, Team Building, Team Leadership, Teamwork, Portfolio Management, Reporting & Analysis
Education
The Fogelman College of Business and Economics, University of Memphis 2010 — 2014
Accelerated BBA/MBA Program, Economics and Finance: Finance & Global Mgmt.
The University of Memphis 2007 — 2010
International Public Health/International Health
Ray Bouder School of Real Estate 2007 — 2007
License--TN, Real Estate
The University of Memphis 2003 — 2007
Bachelor of Science (BS), Biology
Donald D. Lee, CPA Donald D. Lee, CPA's Transamerica Experience June 1997 - June 1998
Job Consultant Financial Planning & Analysis at Verizon
Industry Telecommunications
Experience
Verizon September 2013 - Present
Verizon July 2006 - September 2013
Verizon June 2005 - July 2006
Verizon February 2004 - June 2005
Verizon September 2003 - February 2004
TXU Communications January 2002 - August 2003
Genuity Inc. (formerly GTE Internetworking) April 2000 - December 2001
Verizon June 1998 - April 2000
Transamerica June 1997 - June 1998
Zale July 1996 - June 1997
Skills
SAP, PeopleSoft, Microsoft Excel, Microsoft Access, Essbase, Microsoft Word, Microsoft PowerPoint, Visio, Outlook, Financial Analysis, Financial Reporting, Financial Modeling, Financial Forecasting, Financial Accounting, Corporate Performance..., Analysis, Accounting, Finance, General Ledger, Access, Auditing, PowerPoint, Strategic Financial..., Variance Analysis, Fixed Assets, Budgets, Internal Audit, Account Reconciliation, Internal Controls, Sarbanes-Oxley Act, Financial Planning
Education
The University of Dallas
Master of Business Administration (MBA), Accounting and Business/Management
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Accounting
Verizon September 2013 - Present
Verizon July 2006 - September 2013
Verizon June 2005 - July 2006
Verizon February 2004 - June 2005
Verizon September 2003 - February 2004
TXU Communications January 2002 - August 2003
Genuity Inc. (formerly GTE Internetworking) April 2000 - December 2001
Verizon June 1998 - April 2000
Transamerica June 1997 - June 1998
Zale July 1996 - June 1997
Skills
SAP, PeopleSoft, Microsoft Excel, Microsoft Access, Essbase, Microsoft Word, Microsoft PowerPoint, Visio, Outlook, Financial Analysis, Financial Reporting, Financial Modeling, Financial Forecasting, Financial Accounting, Corporate Performance..., Analysis, Accounting, Finance, General Ledger, Access, Auditing, PowerPoint, Strategic Financial..., Variance Analysis, Fixed Assets, Budgets, Internal Audit, Account Reconciliation, Internal Controls, Sarbanes-Oxley Act, Financial Planning
Education
The University of Dallas
Master of Business Administration (MBA), Accounting and Business/Management
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Accounting
Wayne Mertel's Transamerica Experience November 2001 - September 2005
Job VP of Voluntary Solutions at Digital Insurance
Industry Insurance
Experience
Digital Insurance November 2010 - Present
Benefit Your Business August 2007 - November 2010
AIG Employee Benefit Solutions September 2005 - July 2007
AIG 2005 - 2007
AIG American General 2005 - 2007
Transamerica November 2001 - September 2005
MHM Resources 1995 - 1998
Skills
Employee Benefits, Benefits Administration, Brokers, Underwriting, 401k, Health Insurance, Disability Insurance, Insurance, Term Life Insurance, Health Savings Accounts, Life Insurance, Long-term Care, Medicare, Property & Casualty..., Accident, Critical Illness, Market Analysis, Marketing, Fixed Annuities, Claim, Commercial Insurance, COBRA, Whole Life
Education
University of Kansas 1974 — 1978
Bachelor of Science, Business Administration and Management, General
Digital Insurance November 2010 - Present
Benefit Your Business August 2007 - November 2010
AIG Employee Benefit Solutions September 2005 - July 2007
AIG 2005 - 2007
AIG American General 2005 - 2007
Transamerica November 2001 - September 2005
MHM Resources 1995 - 1998
Skills
Employee Benefits, Benefits Administration, Brokers, Underwriting, 401k, Health Insurance, Disability Insurance, Insurance, Term Life Insurance, Health Savings Accounts, Life Insurance, Long-term Care, Medicare, Property & Casualty..., Accident, Critical Illness, Market Analysis, Marketing, Fixed Annuities, Claim, Commercial Insurance, COBRA, Whole Life
Education
University of Kansas 1974 — 1978
Bachelor of Science, Business Administration and Management, General
Brian Dluzniewski Brian Dluzniewski's Transamerica Experience 1993 - 1995
Job Managing Partner at Old Course Investment Partners, LLC
Industry Financial Services
Experience
Old Course Investment Partners, LLC April 2009 - Present
Merrill Lynch November 1998 - March 2009
Smith Barney October 1995 - November 1998
Transamerica 1993 - 1995
Houston Cellular (Now AT&T) 1992 - 1993
Education
Texas A&M University 1987 — 1991
Business
St. Thomas High School 1983 — 1987
Old Course Investment Partners, LLC April 2009 - Present
Merrill Lynch November 1998 - March 2009
Smith Barney October 1995 - November 1998
Transamerica 1993 - 1995
Houston Cellular (Now AT&T) 1992 - 1993
Education
Texas A&M University 1987 — 1991
Business
St. Thomas High School 1983 — 1987
Dimiter Christof, CFA Dimiter Christof, CFA's Transamerica Experience November 2013 - Present
Job AEGON Investment Management
Industry Investment Management
Experience
Transamerica November 2013 - Present
Capital One November 2009 - November 2013
John Hancock Financial Services (Declaration Investment Management) 2001 - November 2009
Allianz (Euler Hermes) 1995 - 2001
Skills
Investment Research, High Grade, High Yield Bonds, Bond Funds, Sovereign Debt, EMEA Bonds, Financial Institutions, Credit Derivatives, CLN, CDS, CLO, 144A, Fixed Income Portfolio..., Relative Value, Total Return, Buy & Hold, Fixied Income Credit..., Credit Analysis, Credit Risk, Credit Insurance, Comparable Analysis, Investment Portfolio, Fixed Income Strategies, Fixed Income Technology, Structured Investments, Structured Securities, ABS, Credit Cards, Munis, Student Loans, Covered Bonds, Capital Equipment, Capital Markets, Bond Markets, Institutional Portfolio..., DCF Valuation, Capital IQ, Basel III, EAD, LGD, Pdf, RWA, Regulatory Capital, Distressed Debt, Economic Capital, Risk Modeling, Asset Based Lending, Bonds, Valuation, Structured Products
Education
CFA Insitute 1997 — 2000
CFA Charter
The University of Akron
MBA, Finance
Transamerica November 2013 - Present
Capital One November 2009 - November 2013
John Hancock Financial Services (Declaration Investment Management) 2001 - November 2009
Allianz (Euler Hermes) 1995 - 2001
Skills
Investment Research, High Grade, High Yield Bonds, Bond Funds, Sovereign Debt, EMEA Bonds, Financial Institutions, Credit Derivatives, CLN, CDS, CLO, 144A, Fixed Income Portfolio..., Relative Value, Total Return, Buy & Hold, Fixied Income Credit..., Credit Analysis, Credit Risk, Credit Insurance, Comparable Analysis, Investment Portfolio, Fixed Income Strategies, Fixed Income Technology, Structured Investments, Structured Securities, ABS, Credit Cards, Munis, Student Loans, Covered Bonds, Capital Equipment, Capital Markets, Bond Markets, Institutional Portfolio..., DCF Valuation, Capital IQ, Basel III, EAD, LGD, Pdf, RWA, Regulatory Capital, Distressed Debt, Economic Capital, Risk Modeling, Asset Based Lending, Bonds, Valuation, Structured Products
Education
CFA Insitute 1997 — 2000
CFA Charter
The University of Akron
MBA, Finance
Michelle Bower Michelle Bower's Transamerica Experience October 2013 - Present
Job Vice President, Business Development Manager at Transamerica
Industry Financial Services
Experience
Transamerica Retirement Solutions January 2015 - Present
Transamerica October 2013 - Present
Skills
Series 7, Retirement Planning, 401k, Retirement, Series 63, Investment Advisory, Retirement Plan..., Sales
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Business Strategy
University of California, Los Angeles 1988 — 1992
BA, Economics
Calabasas High School 1984 — 1988
Economics
Transamerica Retirement Solutions January 2015 - Present
Transamerica October 2013 - Present
Skills
Series 7, Retirement Planning, 401k, Retirement, Series 63, Investment Advisory, Retirement Plan..., Sales
Education
The University of Chicago - Booth School of Business 1996 — 1998
MBA, Business Strategy
University of California, Los Angeles 1988 — 1992
BA, Economics
Calabasas High School 1984 — 1988
Economics
Carol Moscola Carol Moscola's Transamerica Experience 1981 - 1984
Job Experienced Banking Professional, Credit Management, Warehouse Lending
Industry Banking
Experience
GMAC Bank (Ally Bank) 2003 - December 2012
GMAC Bank 2006 - 2008
GMAC Bank 2003 - 2005
Fidelity Bond & Mortgage Co. 1990 - 1999
First Union National Bank (Merged into Wells Fargo) 1984 - 1990
Transamerica 1981 - 1984
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Accounting & Risk Management
GMAC Bank (Ally Bank) 2003 - December 2012
GMAC Bank 2006 - 2008
GMAC Bank 2003 - 2005
Fidelity Bond & Mortgage Co. 1990 - 1999
First Union National Bank (Merged into Wells Fargo) 1984 - 1990
Transamerica 1981 - 1984
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Accounting & Risk Management
M.A. THOMAS SR. M.A. THOMAS SR.'s Transamerica Experience 2012 - 2012
Job MURALIST
Industry Arts and Crafts
Experience
Self-employed Insurance AgentFarmers Insurance2014 - Present
ARTLEE STUDIO 2013 - Present
Transamerica 2012 - 2012
Skills
Illustration, Fine Art, Drawing, Painting, Art Education, Galleries, Oil Painting, Art, Art History, Studio Art, Acrylic Painting, Murals, Portrait Painting, Figure Drawing, Ceramic, Craft, Customer Service, Teaching, Public Speaking, Editing
Education
The Maryland Institute College of Art
Bachelor of Fine Arts (BFA), Art Teacher Education
Self-employed Insurance AgentFarmers Insurance2014 - Present
ARTLEE STUDIO 2013 - Present
Transamerica 2012 - 2012
Skills
Illustration, Fine Art, Drawing, Painting, Art Education, Galleries, Oil Painting, Art, Art History, Studio Art, Acrylic Painting, Murals, Portrait Painting, Figure Drawing, Ceramic, Craft, Customer Service, Teaching, Public Speaking, Editing
Education
The Maryland Institute College of Art
Bachelor of Fine Arts (BFA), Art Teacher Education
Michael L. Thompson Michael L. Thompson's Transamerica Experience 2006 - 2009
Job Partner at Copper Leaf Financial
Industry Financial Services
Experience
Copper Leaf Financial Member Board of DirectorsThe Intervale CenterJanuary 2012 - Present
KeyBank 2011 - 2015
Transamerica 2006 - 2009
Ameriprise Financial Services, Inc. 1998 - 2006
Skills
Wealth Management, Holistic Financial..., Sudden Wealth, Sustainable Investing, Wealth Preservation..., Retirement Planning, Charitable Gift Planning, Financial Planning, Strategic Planning, Investment Advisory, Food Systems, Philanthropy, Venture Philanthropy, Planned Giving, Retirement Income..., Insurance, Asset Management, Business Transition, Tax Planning, Goal Planning, Family Legacy Planning, Pensions, Trust Services, Investments
Education
The American College
University of Florida
Copper Leaf Financial Member Board of DirectorsThe Intervale CenterJanuary 2012 - Present
KeyBank 2011 - 2015
Transamerica 2006 - 2009
Ameriprise Financial Services, Inc. 1998 - 2006
Skills
Wealth Management, Holistic Financial..., Sudden Wealth, Sustainable Investing, Wealth Preservation..., Retirement Planning, Charitable Gift Planning, Financial Planning, Strategic Planning, Investment Advisory, Food Systems, Philanthropy, Venture Philanthropy, Planned Giving, Retirement Income..., Insurance, Asset Management, Business Transition, Tax Planning, Goal Planning, Family Legacy Planning, Pensions, Trust Services, Investments
Education
The American College
University of Florida
Sheri Gebe Sheri Gebe's Transamerica Experience December 2013 - Present
Job Associate Product Manager at Transamerica
Industry Financial Services
Experience
Transamerica December 2013 - Present
Transamerica February 2008 - Present
Transamerica Financial Advisors, Inc. 2006 - 2008
Transamerica Financial Advisors, Inc. 2004 - 2008
Raymond James May 2000 - January 2003
One Group Mutual Funds February 1999 - May 2000
Skills
Mutual Funds, Insurance, Financial Services, Product Management, Requirements Gathering, Business Requirements, Series 7, Investments, Series 63, Relationship Management, Fixed Income, Alternative Investments, Process Improvement, Asset Allocation, Life Insurance, Securities
Education
The Ohio State University
Bachelor's degree, Business Administration, Management and Operations
Transamerica December 2013 - Present
Transamerica February 2008 - Present
Transamerica Financial Advisors, Inc. 2006 - 2008
Transamerica Financial Advisors, Inc. 2004 - 2008
Raymond James May 2000 - January 2003
One Group Mutual Funds February 1999 - May 2000
Skills
Mutual Funds, Insurance, Financial Services, Product Management, Requirements Gathering, Business Requirements, Series 7, Investments, Series 63, Relationship Management, Fixed Income, Alternative Investments, Process Improvement, Asset Allocation, Life Insurance, Securities
Education
The Ohio State University
Bachelor's degree, Business Administration, Management and Operations
Erik Mora, RICP® Erik Mora, RICP®'s Transamerica Experience May 2012 - July 2014
Job Chief Marketing Officer and Director of Advisor Services
Industry Financial Services
Experience
Integrated Wealth Management July 2014 - Present
Transamerica May 2012 - July 2014
Skills
Wealth Management, Mutual Funds, Series 7, Series 63, Retirement Planning, Financial Advisory, Asset Allocation, Investments, Management, Investment Advisory
Education
The American College 2013 — 2014
Retirement Income Certified Professional
University of California, Riverside 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Integrated Wealth Management July 2014 - Present
Transamerica May 2012 - July 2014
Skills
Wealth Management, Mutual Funds, Series 7, Series 63, Retirement Planning, Financial Advisory, Asset Allocation, Investments, Management, Investment Advisory
Education
The American College 2013 — 2014
Retirement Income Certified Professional
University of California, Riverside 1993 — 1997
Bachelor of Science (BS), Business Administration and Management, General
Hans Wikle Hans Wikle's Transamerica Experience August 2013 - Present
Job Managing Director at Transamerica Agency Network
Industry Insurance
Experience
Transamerica August 2013 - Present
Advantage Legacy Group October 2012 - August 2013
Advantage Legacy Group January 2011 - August 2013
Bravo Health October 2007 - August 2013
United Health Care September 2006 - August 2013
AIL March 2011 - June 2011
WV DHHR September 2002 - July 2006
American Income Life January 1997 - June 2005
Skills
Life Insurance, Long-term Care, Fixed Annuities, Non-profits, Strategy, Management, Insurance, Nonprofits, Program Management, Medicare, Medicaid, Medicare Part D, Leadership, Health Insurance, 401k, Accident, Account Management, Brokers, Budgets, Claim, Claims Management, Coaching, Commercial Insurance, Contract Negotiation, Customer Service, Data Analysis, Disability Insurance, Employee Benefits, Estate Planning, Executive Management, Finance, Financial Analysis, Financial Planners, HIPAA, HMO, Health Policy, Health Savings Accounts, Healthcare, Healthcare Management, Investments, Long Term Care Insurance, Managed Care, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Negotiation, New Business Development, Policy, Process Improvement
Education
The Ohio State University 1977 — 1980
Chemical Engineering
Transamerica August 2013 - Present
Advantage Legacy Group October 2012 - August 2013
Advantage Legacy Group January 2011 - August 2013
Bravo Health October 2007 - August 2013
United Health Care September 2006 - August 2013
AIL March 2011 - June 2011
WV DHHR September 2002 - July 2006
American Income Life January 1997 - June 2005
Skills
Life Insurance, Long-term Care, Fixed Annuities, Non-profits, Strategy, Management, Insurance, Nonprofits, Program Management, Medicare, Medicaid, Medicare Part D, Leadership, Health Insurance, 401k, Accident, Account Management, Brokers, Budgets, Claim, Claims Management, Coaching, Commercial Insurance, Contract Negotiation, Customer Service, Data Analysis, Disability Insurance, Employee Benefits, Estate Planning, Executive Management, Finance, Financial Analysis, Financial Planners, HIPAA, HMO, Health Policy, Health Savings Accounts, Healthcare, Healthcare Management, Investments, Long Term Care Insurance, Managed Care, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Negotiation, New Business Development, Policy, Process Improvement
Education
The Ohio State University 1977 — 1980
Chemical Engineering
Matthew J. Mulholland's Transamerica Experience January 2014 - March 2014
Job MSG Product Specialist at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2014 - Present
Transamerica January 2014 - March 2014
ICAP June 2013 - July 2013
American Marketing Association, Johns Hopkins Chapter April 2012 - April 2013
White Peak Capital August 2012 - September 2012
Elliott R. Alwais, CPA, Inc June 2012 - August 2012
Lipner Sofferman & Co, LLC June 2012 - July 2012
ICAP June 2012 - June 2012
Skills
Microsoft Excel, Finance, PowerPoint, Microsoft Word, Investments, Microsoft Office, Financial Accounting, Management, Valuation, Data Analysis, Financial Modeling, Accounting, Financial Analysis
Education
The Johns Hopkins University 2010 — 2013
BA, Economics
Summit High School 2007 — 2010
Bank of America Merrill Lynch August 2014 - Present
Transamerica January 2014 - March 2014
ICAP June 2013 - July 2013
American Marketing Association, Johns Hopkins Chapter April 2012 - April 2013
White Peak Capital August 2012 - September 2012
Elliott R. Alwais, CPA, Inc June 2012 - August 2012
Lipner Sofferman & Co, LLC June 2012 - July 2012
ICAP June 2012 - June 2012
Skills
Microsoft Excel, Finance, PowerPoint, Microsoft Word, Investments, Microsoft Office, Financial Accounting, Management, Valuation, Data Analysis, Financial Modeling, Accounting, Financial Analysis
Education
The Johns Hopkins University 2010 — 2013
BA, Economics
Summit High School 2007 — 2010
Gerrilee Hartman's Transamerica Experience October 2002 - October 2009
Job Regional Sales Director
Industry Financial Services
Experience
RiverSource Distributors, Inc. August 2012 - Present
State Farm Insurance May 2011 - August 2012
Transamerica October 2002 - October 2009
Skills
Series 6, Series 63, Fixed Annuities, Mutual Funds, Retirement Planning, Sales, Sales Management, Series 7, Retirement, Financial Services, Relationship Management, Wealth Management
Education
The College of St. Scholastica 2010 — 2013
Bachelor of Arts (B.A.), Management and Psychology
The College of St. Scholastica
Bachelor of Arts (B.A.), Management Information Systems, General
RiverSource Distributors, Inc. August 2012 - Present
State Farm Insurance May 2011 - August 2012
Transamerica October 2002 - October 2009
Skills
Series 6, Series 63, Fixed Annuities, Mutual Funds, Retirement Planning, Sales, Sales Management, Series 7, Retirement, Financial Services, Relationship Management, Wealth Management
Education
The College of St. Scholastica 2010 — 2013
Bachelor of Arts (B.A.), Management and Psychology
The College of St. Scholastica
Bachelor of Arts (B.A.), Management Information Systems, General
Katherine Hanke's Transamerica Experience January 2004 - Present
Job Senior Web/Graphic Designer at Transamerica
Industry Financial Services
Experience
Transamerica January 2004 - Present
Skills
Mac and PC literate, HTML, CSS, Photoshop, Illustrator, InDesign, Dreamweaver, After Effects, Adobe Acrobat, Microsoft Office, SharePoint, Email Marketing Software, flexographic printing, Offset Printing, Digital Printing, Digital Marketing, jQuery, Photography
Education
The University of Kansas 1998 — 2002
Bachelor’s Degree, Graphic Design
Transamerica January 2004 - Present
Skills
Mac and PC literate, HTML, CSS, Photoshop, Illustrator, InDesign, Dreamweaver, After Effects, Adobe Acrobat, Microsoft Office, SharePoint, Email Marketing Software, flexographic printing, Offset Printing, Digital Printing, Digital Marketing, jQuery, Photography
Education
The University of Kansas 1998 — 2002
Bachelor’s Degree, Graphic Design
Amber Leedham's Transamerica Experience November 2000 - Present
Job Director at Transamerica Life Insurance Company
Industry Financial Services
Experience
Transamerica November 2000 - Present
Skills
Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Retirement Planning, Series 63, Whole Life, Team Leadership, Retirement, Financial Services, Series 7, Estate Planning
Education
University of Kansas
Transamerica November 2000 - Present
Skills
Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Retirement Planning, Series 63, Whole Life, Team Leadership, Retirement, Financial Services, Series 7, Estate Planning
Education
University of Kansas
Vicki Yu Vicki Yu's Transamerica Experience May 2005 - Present
Job Senior Marketing Director
Industry Financial Services
Experience
Transamerica May 2005 - Present
Skills
Retirement Planning, Fixed Annuities, College Savings Plans, Wealth Accumulation, Mutual Funds, Debt Elimination, Life Insurance, IRAs, Investments, Marketing, Strategic Financial..., 401k, Portfolio Management, Variable Annuities, Customer Service, Financial Planning, Insurance, Finance, Leadership, Sales, Wealth Management, Management
Education
The University of British Columbia 1998 — 2002
Bachelor of Pharmacy (B.Pharm.)
Transamerica May 2005 - Present
Skills
Retirement Planning, Fixed Annuities, College Savings Plans, Wealth Accumulation, Mutual Funds, Debt Elimination, Life Insurance, IRAs, Investments, Marketing, Strategic Financial..., 401k, Portfolio Management, Variable Annuities, Customer Service, Financial Planning, Insurance, Finance, Leadership, Sales, Wealth Management, Management
Education
The University of British Columbia 1998 — 2002
Bachelor of Pharmacy (B.Pharm.)
Robert L. Barber Robert L. Barber's Transamerica Experience September 2015 - Present
Job
Industry Marketing and Advertising
Experience
Transamerica September 2015 - Present
Xivic, Inc May 2015 - August 2015
Apex Events, LLC (DBA Apex Performance) April 2014 - May 2015
Xivic, Inc 2015 - 2015
Transamerica 2015 - 2015
Transamerica 2015 - 2015
Accelerate IT Consulting February 2014 - August 2014
SiteLab International June 2013 - January 2014
MJD Interactive November 2012 - May 2013
Skybox Creative August 2012 - November 2012
Skills
SEO, Social Media Marketing, Graphic Design, Social Media, Online Marketing, Social Networking, Photoshop, Digital Marketing, Web Design, Facebook, Web Project Management, SEM, Email Marketing, Marketing, Google Analytics, User Experience, Google Adwords, Digital Strategy, Illustrator, Online Advertising, Digital Media, Web Development, Integrated Marketing, Adobe Creative Suite, Project Management, InDesign, CRM, WordPress, Product Management, Layout, Strategy, E-commerce, Start-ups, PPC, Website Development, Business Development, Brand Development, Content Strategy, CMS, Drupal, Web Analytics, Mobile Marketing, SMO
Education
The Art Institute of California-San Diego 2005 — 2008
Bachelor of Science (B.S.), Media Arts and Animation
Art Institute of California 2003 — 2005
B.S, Media Arts and Animation
Transamerica September 2015 - Present
Xivic, Inc May 2015 - August 2015
Apex Events, LLC (DBA Apex Performance) April 2014 - May 2015
Xivic, Inc 2015 - 2015
Transamerica 2015 - 2015
Transamerica 2015 - 2015
Accelerate IT Consulting February 2014 - August 2014
SiteLab International June 2013 - January 2014
MJD Interactive November 2012 - May 2013
Skybox Creative August 2012 - November 2012
Skills
SEO, Social Media Marketing, Graphic Design, Social Media, Online Marketing, Social Networking, Photoshop, Digital Marketing, Web Design, Facebook, Web Project Management, SEM, Email Marketing, Marketing, Google Analytics, User Experience, Google Adwords, Digital Strategy, Illustrator, Online Advertising, Digital Media, Web Development, Integrated Marketing, Adobe Creative Suite, Project Management, InDesign, CRM, WordPress, Product Management, Layout, Strategy, E-commerce, Start-ups, PPC, Website Development, Business Development, Brand Development, Content Strategy, CMS, Drupal, Web Analytics, Mobile Marketing, SMO
Education
The Art Institute of California-San Diego 2005 — 2008
Bachelor of Science (B.S.), Media Arts and Animation
Art Institute of California 2003 — 2005
B.S, Media Arts and Animation
Chase Squires Chase Squires's Transamerica Experience November 2014 - Present
Job Creative Writer, Financial Services at Transamerica
Industry Public Relations and Communications
Experience
Transamerica November 2014 - Present
Investment Management Consultants Association April 2014 - November 2014
College In Colorado, State of Colorado December 2012 - April 2014
University of Denver March 2012 - December 2013
University of Denver March 2007 - December 2012
Associated Press May 2006 - March 2007
Tampa Bay Times - Times Publishing Co June 1998 - May 2006
The News-Press Media Group January 1998 - June 1998
Spartanburg Herald-Journal October 1994 - January 1998
States News Service January 1993 - October 1994
Skills
Journalism, Copy Editing, Feature Articles, News Writing, Editing, Newsletters, Storytelling, Public Relations, Publications, Social Media, Crisis Communications, Strategic Communications, Web Content, Speech Writing, Nonprofits, Internal Communications, Advertising, Proofreading, Communication Training, Public Speaking, Media Relations, Content Management, Content Strategy, Marketing, Press Releases, Facebook, Ap Style, Creative Writing, Publicity, Content Development, Community Development, Social Media Marketing, Corporate Communications, Fundraising, Marketing Communications
Education
University of Denver
Master's, Organizational and Professional Communication
University of Denver
Certificate of Graduate Studies, Public Relations
The Citadel
Bachelor of Arts, English
Transamerica November 2014 - Present
Investment Management Consultants Association April 2014 - November 2014
College In Colorado, State of Colorado December 2012 - April 2014
University of Denver March 2012 - December 2013
University of Denver March 2007 - December 2012
Associated Press May 2006 - March 2007
Tampa Bay Times - Times Publishing Co June 1998 - May 2006
The News-Press Media Group January 1998 - June 1998
Spartanburg Herald-Journal October 1994 - January 1998
States News Service January 1993 - October 1994
Skills
Journalism, Copy Editing, Feature Articles, News Writing, Editing, Newsletters, Storytelling, Public Relations, Publications, Social Media, Crisis Communications, Strategic Communications, Web Content, Speech Writing, Nonprofits, Internal Communications, Advertising, Proofreading, Communication Training, Public Speaking, Media Relations, Content Management, Content Strategy, Marketing, Press Releases, Facebook, Ap Style, Creative Writing, Publicity, Content Development, Community Development, Social Media Marketing, Corporate Communications, Fundraising, Marketing Communications
Education
University of Denver
Master's, Organizational and Professional Communication
University of Denver
Certificate of Graduate Studies, Public Relations
The Citadel
Bachelor of Arts, English
Melissa Fraser's Transamerica Experience August 2015 - Present
Job Managing Director at Transamerica
Industry Financial Services
Experience
Transamerica August 2015 - Present
AIG May 2014 - August 2015
MetLife November 2004 - November 2011
Poca Valley Financial December 2002 - December 2004
New York Life Insurance Company December 2001 - December 2002
Skills
Advanced Markets..., Leadership, Sales, Training, Management, Process Improvement, Recruiting, Estate Planning, Charitable Giving, Annuity Specialist, Disability Insurance, Life insurance, Buy-sell Agreements, Key Person Insurance, Executive Benefit..., Business Coaching, Life Insurance, Team Building, Business Development, Cold Calling, Customer Service, Employee Benefits, Marketing, CRM, Insurance, Retirement Planning, Sales Management, Salesforce.com, Strategy, Term Life Insurance, Fixed Annuities
Education
The American College 2007 — 2015
CLU
The American College 2003 — 2004
Registered Financial Consultant, Financial Planning
Transamerica August 2015 - Present
AIG May 2014 - August 2015
MetLife November 2004 - November 2011
Poca Valley Financial December 2002 - December 2004
New York Life Insurance Company December 2001 - December 2002
Skills
Advanced Markets..., Leadership, Sales, Training, Management, Process Improvement, Recruiting, Estate Planning, Charitable Giving, Annuity Specialist, Disability Insurance, Life insurance, Buy-sell Agreements, Key Person Insurance, Executive Benefit..., Business Coaching, Life Insurance, Team Building, Business Development, Cold Calling, Customer Service, Employee Benefits, Marketing, CRM, Insurance, Retirement Planning, Sales Management, Salesforce.com, Strategy, Term Life Insurance, Fixed Annuities
Education
The American College 2007 — 2015
CLU
The American College 2003 — 2004
Registered Financial Consultant, Financial Planning
Rama Chintala's Transamerica Experience May 2015 - Present
Job Assistant Manager at Transamerica Bussiness Solutions Mobile, Web, Social and Tridion
Industry Computer Software
Experience
Transamerica May 2015 - Present
Rockwell Collins January 2013 - May 2015
Rockwell Collins January 2012 - January 2013
Rockwell Collins January 2011 - June 2012
Cummins, Inc 2010 - 2011
Caterpillar Electronics April 2008 - July 2010
Skills
Embedded Systems, Simulations, Simulink, Embedded Software, Testing, DO-178B, Software Design, Matlab, C, Software Development, Integration, ClearCase, Microcontrollers, Debugging, Systems Engineering, Assembly, Labview, Electrical Engineering, Software Engineering, Electronics, UML, Perl, Requirements Analysis, Process Improvement, Simulation, Programming, Automotive, Doors, Visio, Engineering Management, Engineering, Project Management, Management, Agile Methodologies, Agile Project Management, Software Process..., Earned Value Management, VxWorks, Visual Studio, SDLC
Education
University of Iowa 2012 — 2015
Master of Business Administration (M.B.A.)
Tennessee Technological University 2006 — 2007
M.S., Electrical and Computer Engineering
Transamerica May 2015 - Present
Rockwell Collins January 2013 - May 2015
Rockwell Collins January 2012 - January 2013
Rockwell Collins January 2011 - June 2012
Cummins, Inc 2010 - 2011
Caterpillar Electronics April 2008 - July 2010
Skills
Embedded Systems, Simulations, Simulink, Embedded Software, Testing, DO-178B, Software Design, Matlab, C, Software Development, Integration, ClearCase, Microcontrollers, Debugging, Systems Engineering, Assembly, Labview, Electrical Engineering, Software Engineering, Electronics, UML, Perl, Requirements Analysis, Process Improvement, Simulation, Programming, Automotive, Doors, Visio, Engineering Management, Engineering, Project Management, Management, Agile Methodologies, Agile Project Management, Software Process..., Earned Value Management, VxWorks, Visual Studio, SDLC
Education
University of Iowa 2012 — 2015
Master of Business Administration (M.B.A.)
Tennessee Technological University 2006 — 2007
M.S., Electrical and Computer Engineering
Michael Thaxton Michael Thaxton's Transamerica Experience April 2001 - Present
Job SVP Global Link Solutions for Transamerica... Leading individuals & companies to new heights of success!
Industry Financial Services
Experience
Transamerica April 2001 - Present
Michael Thaxton & Associates October 1988 - April 2001
Skills
Estate Tax Planning, Personal Tax Planning, Business Tax Planning, Asset Protection, Life Insurance, Irrevocable Life..., Taxation of Trusts, Revocable Trusts, Charitable Trusts, Public Speaking, Conference Speaking, Motivational Speaking, Latin American Business, Latin American markets, Business Planning, Succession Planning, Financial Services, International Sales, Sales Presentations, Direct Sales, Sales Management, Presentation Coaching, Estate Planning, Fixed Annuities, Insurance, Small Business, Retirement, Financial Advisory, High Net Worth..., Coaching, Sales, Asset Management, Strategic Planning, Finance, Retirement Planning, Marketing Strategy, Tax
Education
Texas Tech University 1971 — 1975
BBA, Accounting
Floydada High School 1967 — 1971
High School
Transamerica April 2001 - Present
Michael Thaxton & Associates October 1988 - April 2001
Skills
Estate Tax Planning, Personal Tax Planning, Business Tax Planning, Asset Protection, Life Insurance, Irrevocable Life..., Taxation of Trusts, Revocable Trusts, Charitable Trusts, Public Speaking, Conference Speaking, Motivational Speaking, Latin American Business, Latin American markets, Business Planning, Succession Planning, Financial Services, International Sales, Sales Presentations, Direct Sales, Sales Management, Presentation Coaching, Estate Planning, Fixed Annuities, Insurance, Small Business, Retirement, Financial Advisory, High Net Worth..., Coaching, Sales, Asset Management, Strategic Planning, Finance, Retirement Planning, Marketing Strategy, Tax
Education
Texas Tech University 1971 — 1975
BBA, Accounting
Floydada High School 1967 — 1971
High School
carlos guedze's Transamerica Experience February 2015 - Present
Job UGA student in Biochemistry and molecular biology
Industry Chemicals
Experience
Transamerica February 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Public Speaking, PowerPoint, Matlab, Time Management, Micropipette, Centrifugation, Spectroscopy, Accurate Data Entry, Seperation, Buffer preparation, Distillation, Titration, Extraction, Melting Point, Recrystallization, Optical activity of..., Management, Team Building, Data Entry, Leadership, Customer Service, Program Management, Sales, Social Media, Strategic Planning, Training
Education
The University of Georgia 2015 — 2017
Bachelor of Science (B.S.), Biochemistry and Molecular Biology
GTC 2012 — 2015
Working on a bachelor in biochemistry, Biotechnology, 3.53
Transamerica February 2015 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Teamwork, Public Speaking, PowerPoint, Matlab, Time Management, Micropipette, Centrifugation, Spectroscopy, Accurate Data Entry, Seperation, Buffer preparation, Distillation, Titration, Extraction, Melting Point, Recrystallization, Optical activity of..., Management, Team Building, Data Entry, Leadership, Customer Service, Program Management, Sales, Social Media, Strategic Planning, Training
Education
The University of Georgia 2015 — 2017
Bachelor of Science (B.S.), Biochemistry and Molecular Biology
GTC 2012 — 2015
Working on a bachelor in biochemistry, Biotechnology, 3.53
Teena Prince Teena Prince's Transamerica Experience June 2012 - Present
Job Pharmacy Intern at CVS
Industry Pharmaceuticals
Experience
CVS Health January 2014 - Present
Transamerica June 2012 - Present
Education
Temple University School of Pharmacy 2012 — 2016
Pharmacy
Temple University 2009 — 2012
CVS Health January 2014 - Present
Transamerica June 2012 - Present
Education
Temple University School of Pharmacy 2012 — 2016
Pharmacy
Temple University 2009 — 2012
Mark Carrozza Mark Carrozza's Transamerica Experience March 2010 - Present
Job Regional Vice President
Industry Financial Services
Experience
Transamerica March 2010 - Present
MassMutual August 2007 - September 2009
Jackson National Life September 2004 - August 2007
Jackson National Life July 2003 - August 2004
Jackson National Life August 2002 - July 2003
Grand Prix Funds May 2000 - June 2002
TD Waterhouse May 1999 - May 2000
Holt Investment Advisors September 1998 - May 1999
Dunavant Enterprises, Inc. September 1990 - August 1998
BDP International Inc. August 1989 - August 1990
Skills
Series 7, Series 63, FINRA, Variable Annuities, Mutual Funds, Retirement, Investment Advisory, Strategic Financial..., Financial Services, Leadership, Sales, Management, Salesforce.com
Education
The George Washington University - School of Business 1985 — 1989
Bachelor of Business Administration (BBA), International Business
Transamerica March 2010 - Present
MassMutual August 2007 - September 2009
Jackson National Life September 2004 - August 2007
Jackson National Life July 2003 - August 2004
Jackson National Life August 2002 - July 2003
Grand Prix Funds May 2000 - June 2002
TD Waterhouse May 1999 - May 2000
Holt Investment Advisors September 1998 - May 1999
Dunavant Enterprises, Inc. September 1990 - August 1998
BDP International Inc. August 1989 - August 1990
Skills
Series 7, Series 63, FINRA, Variable Annuities, Mutual Funds, Retirement, Investment Advisory, Strategic Financial..., Financial Services, Leadership, Sales, Management, Salesforce.com
Education
The George Washington University - School of Business 1985 — 1989
Bachelor of Business Administration (BBA), International Business
Sean Minogue Sean Minogue's Transamerica Experience January 2015 - Present
Job Marketing Manager at Transamerica
Industry Financial Services
Experience
Transamerica January 2015 - Present
Transamerica April 2014 - December 2014
Jackson National Life Insurance Company January 2013 - April 2014
Jackson National Life Distributors, LLC March 2011 - January 2013
Jackson National Life Distributors, LLC June 2010 - March 2011
Focus Point Press June 2008 - September 2008
The Lantern September 2007 - December 2007
Skills
Marketing, Marketing Strategy, Event Planning, Customer Service, Sales, Account Management, Salesforce.com, Investments, Series 6, Financial Services, Microsoft Excel, Microsoft Office, SharePoint, Marketo, ExactTarget
Education
The Ohio State University 2004 — 2008
Bachelor's, Journalism, Business Minor
Transamerica January 2015 - Present
Transamerica April 2014 - December 2014
Jackson National Life Insurance Company January 2013 - April 2014
Jackson National Life Distributors, LLC March 2011 - January 2013
Jackson National Life Distributors, LLC June 2010 - March 2011
Focus Point Press June 2008 - September 2008
The Lantern September 2007 - December 2007
Skills
Marketing, Marketing Strategy, Event Planning, Customer Service, Sales, Account Management, Salesforce.com, Investments, Series 6, Financial Services, Microsoft Excel, Microsoft Office, SharePoint, Marketo, ExactTarget
Education
The Ohio State University 2004 — 2008
Bachelor's, Journalism, Business Minor
Nicole Spain, AIF® Nicole Spain, AIF®'s Transamerica Experience November 2008 - June 2011
Job Senior Product Consultant at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial July 2013 - Present
Nationwide Financial July 2011 - Present
Transamerica November 2008 - June 2011
Skills
Series 6, AIF, Variable Annuities, Fixed Annuities
Education
The Ohio State University 2003 — 2006
Nationwide Financial July 2013 - Present
Nationwide Financial July 2011 - Present
Transamerica November 2008 - June 2011
Skills
Series 6, AIF, Variable Annuities, Fixed Annuities
Education
The Ohio State University 2003 — 2006
Maeve McGrath's Transamerica Experience December 1996 - June 1998
Job Executive Staff Coordinator, Office of the CFO & Business Operations at JPL (NASA's Jet Propulsion Laboratory)
Industry Aviation & Aerospace
Experience
JPL (NASA's Jet Propulsion Laboratory) March 2013 - Present
Jet Propulsion Laboratory September 2010 - March 2013
The Walt Disney Studios March 2008 - December 2010
Disney Mobile November 2005 - March 2008
The Walt Disney Company - Parks & Resorts March 2005 - November 2005
The Walt Disney Company, ABC.Inc. December 2003 - March 2005
The Walt Disney Company - Corporate Tax November 2000 - December 2003
Pacific Theatres February 1999 - November 2000
Transamerica December 1996 - June 1998
Skills
Entertainment, New Media, Digital Media, Social Media Marketing, Budgets, Training, Social Media, Administrative..., Outlook, Human Resources, Management, Microsoft Office, Marketing, Event Planning, Microsoft Excel, Event Management, Social Networking, Leadership, PowerPoint, Strategy, Start-ups, Process Scheduler, Project Management, Team Building, Program Management, Administrative...
Education
The Boston Conservatory 1988 — 1990
Bachelor of Fine Arts (B.F.A.), Musical Theatre
JPL (NASA's Jet Propulsion Laboratory) March 2013 - Present
Jet Propulsion Laboratory September 2010 - March 2013
The Walt Disney Studios March 2008 - December 2010
Disney Mobile November 2005 - March 2008
The Walt Disney Company - Parks & Resorts March 2005 - November 2005
The Walt Disney Company, ABC.Inc. December 2003 - March 2005
The Walt Disney Company - Corporate Tax November 2000 - December 2003
Pacific Theatres February 1999 - November 2000
Transamerica December 1996 - June 1998
Skills
Entertainment, New Media, Digital Media, Social Media Marketing, Budgets, Training, Social Media, Administrative..., Outlook, Human Resources, Management, Microsoft Office, Marketing, Event Planning, Microsoft Excel, Event Management, Social Networking, Leadership, PowerPoint, Strategy, Start-ups, Process Scheduler, Project Management, Team Building, Program Management, Administrative...
Education
The Boston Conservatory 1988 — 1990
Bachelor of Fine Arts (B.F.A.), Musical Theatre
Mitch Bracker Mitch Bracker's Transamerica Experience March 2015 - Present
Job Individual Savings Counselor at Transamerica
Industry Financial Services
Experience
Transamerica March 2015 - Present
Northwestern Mutual May 2013 - September 2014
Skills
Finance, Customer Service, Forecasting, Management, Financial Planning, Team Building, Microsoft Office, Leadership, Microsoft Excel, Financial Analysis, Series 6, Sales, Marketing, Public Speaking, Insurance, PowerPoint, Strategic Planning, Microsoft Word, Time Management, Social Media, Series 63, Disability Insurance
Education
The American College 2014 — 2015
Chartered Financial Consultant (ChFC®), Financial Planning and Services
University of Iowa 2007 — 2010
Finance, General
Transamerica March 2015 - Present
Northwestern Mutual May 2013 - September 2014
Skills
Finance, Customer Service, Forecasting, Management, Financial Planning, Team Building, Microsoft Office, Leadership, Microsoft Excel, Financial Analysis, Series 6, Sales, Marketing, Public Speaking, Insurance, PowerPoint, Strategic Planning, Microsoft Word, Time Management, Social Media, Series 63, Disability Insurance
Education
The American College 2014 — 2015
Chartered Financial Consultant (ChFC®), Financial Planning and Services
University of Iowa 2007 — 2010
Finance, General
Lewis Del Ponte Lewis Del Ponte's Transamerica Experience July 2011 - March 2015
Job Regional Vice President at Ranger Capital Group
Industry Financial Services
Experience
Ranger Capital Group March 2015 - Present
Transamerica July 2011 - March 2015
Mowatt Financial January 2009 - August 2011
PLAN Inc. September 2007 - December 2008
Woodbury Financial 2006 - 2007
Skills
Finance, Strategic Financial..., Investments, Asset Management, Mutual Funds, Portfolio Management, 401k, Series 7, Investment Advisory, Retirement Planning, Tax, Financial Analysis, Fixed Annuities, Series 63, Insurance, Life Insurance, Asset Allocation, Financial Planners, Wealth Management, Retirement, Financial Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2005
Business admin.
Ranger Capital Group March 2015 - Present
Transamerica July 2011 - March 2015
Mowatt Financial January 2009 - August 2011
PLAN Inc. September 2007 - December 2008
Woodbury Financial 2006 - 2007
Skills
Finance, Strategic Financial..., Investments, Asset Management, Mutual Funds, Portfolio Management, 401k, Series 7, Investment Advisory, Retirement Planning, Tax, Financial Analysis, Fixed Annuities, Series 63, Insurance, Life Insurance, Asset Allocation, Financial Planners, Wealth Management, Retirement, Financial Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2005
Business admin.
Burt Barnes's Transamerica Experience June 2005 - October 2007
Job Sr Account Manager at Adobe
Industry Computer Software
Experience
Adobe November 2012 - Present
Telligent Systems June 2008 - November 2012
Symon Communications October 2007 - May 2008
Transamerica June 2005 - October 2007
Quadrem 2001 - 2005
Alcatel August 2000 - June 2001
Skills
Sales, Solution Selling, Enterprise Software, Account Management, Lead Generation, Territory Management, Territory Development, Partner Development, Partner Management, Social Networking, Enterprise Content..., Contract Negotiation, Social Media, Software Procurement, Sales Presentations, Web 2.0, Interactive Marketing, Digital Marketing, Product Development, Marketing, Creative Services, Marketing Automation, Salesforce.com, SEM, Facebook
Education
Texas A&M University-Commerce 1999 — 2000
MBA
Texas A&M University-Commerce 1995 — 1999
BA
Adobe November 2012 - Present
Telligent Systems June 2008 - November 2012
Symon Communications October 2007 - May 2008
Transamerica June 2005 - October 2007
Quadrem 2001 - 2005
Alcatel August 2000 - June 2001
Skills
Sales, Solution Selling, Enterprise Software, Account Management, Lead Generation, Territory Management, Territory Development, Partner Development, Partner Management, Social Networking, Enterprise Content..., Contract Negotiation, Social Media, Software Procurement, Sales Presentations, Web 2.0, Interactive Marketing, Digital Marketing, Product Development, Marketing, Creative Services, Marketing Automation, Salesforce.com, SEM, Facebook
Education
Texas A&M University-Commerce 1999 — 2000
MBA
Texas A&M University-Commerce 1995 — 1999
BA
Blake Lovelace Blake Lovelace's Transamerica Experience 1987 - 2000
Job 2nd Vice President Germania Insurance Companies
Industry Insurance
Experience
Germania Insurance July 2007 - Present
Citi May 2001 - June 2007
Transamerica 1987 - 2000
Education
Texas A&M University-Commerce 1997 — 2000
MBA, Business Administration
University of Central Oklahoma 1982 — 1986
Germania Insurance July 2007 - Present
Citi May 2001 - June 2007
Transamerica 1987 - 2000
Education
Texas A&M University-Commerce 1997 — 2000
MBA, Business Administration
University of Central Oklahoma 1982 — 1986
Neil M. Wells Neil M. Wells's Transamerica Experience December 2008 - August 2014
Job Account Executive at Zee Medical Services of Eastern Pennsylvania
Industry Consumer Services
Experience
Zee Medical Services of Eastern Pennsylvania August 2014 - Present
Transamerica December 2008 - August 2014
Skills
Sales, Great Motivator, Goal Oriented, Dependable Team Player, Exceptional People..., Insurance, Fixed Annuities, Training, Term Life Insurance, Underwriting, Retirement
Education
Thaddeus Stevens College of Technology 2002 — 2004
Associates, Electronics
Kennard Dale High School 1979 — 1982
High School Diploma, Industrial Arts
Zee Medical Services of Eastern Pennsylvania August 2014 - Present
Transamerica December 2008 - August 2014
Skills
Sales, Great Motivator, Goal Oriented, Dependable Team Player, Exceptional People..., Insurance, Fixed Annuities, Training, Term Life Insurance, Underwriting, Retirement
Education
Thaddeus Stevens College of Technology 2002 — 2004
Associates, Electronics
Kennard Dale High School 1979 — 1982
High School Diploma, Industrial Arts
Jeff Hagen's Transamerica Experience 1999 - 2000
Job President at Grafton, Inc.
Industry Staffing and Recruiting
Experience
Grafton, Inc. 2010 - Present
BCM, LLC 2005 - Present
Mark IV Investments 2003 - Present
Grafton Inc. August 2003 - December 2009
Grafton Inc 2000 - 2003
Transamerica 1999 - 2000
Skills
Payroll, Sales, Human Resources, CRM, Business Development, Talent Acquisition, Management, Leadership, Applicant Tracking..., Recruiting, Strategy, Team Building, Strategic Planning, Quality Assurance, Marketing, Finance, Temporary Placement, Account Management, Sourcing, Customer Service, New Business Development, Technical Recruiting, Employee Relations, Temporary Staffing, Contract Recruitment
Education
University of Kansas 1994 — 1998
BGS, Philosophy
Grafton, Inc. 2010 - Present
BCM, LLC 2005 - Present
Mark IV Investments 2003 - Present
Grafton Inc. August 2003 - December 2009
Grafton Inc 2000 - 2003
Transamerica 1999 - 2000
Skills
Payroll, Sales, Human Resources, CRM, Business Development, Talent Acquisition, Management, Leadership, Applicant Tracking..., Recruiting, Strategy, Team Building, Strategic Planning, Quality Assurance, Marketing, Finance, Temporary Placement, Account Management, Sourcing, Customer Service, New Business Development, Technical Recruiting, Employee Relations, Temporary Staffing, Contract Recruitment
Education
University of Kansas 1994 — 1998
BGS, Philosophy
Joseph Upson's Transamerica Experience 1998 - 2000
Job Managing Director at Heritage Global Capital
Industry Banking
Experience
Heritage Global Capital June 2015 - Present
Nations Equipment Finance May 2013 - June 2015
CompanionWay Capital, LLC March 2011 - May 2013
DeNova Capital, LLC November 2008 - March 2011
Textron Financial October 2007 - October 2008
DeNovo Capital, LLC January 2002 - October 2007
GMAC Financial January 2000 - January 2002
Transamerica 1998 - 2000
SunTrust Leasing November 1996 - January 1998
Bank of Boston 1989 - 1996
Skills
Asset Based Lending, Commercial Lending, Factoring, Middle Market, Commercial Finance, Loans, Small Business Lending, Credit Analysis, Banking, Financial Analysis, Portfolio Management, Commercial Real Estate, Executive Management, Strategy, Capital, Syndications, Working Capital..., Finance, Investment Banking, Business Development, Cash Flow Lending, Mergers & Acquisitions, Mezzanine, Funding, Credit, Financial Services, Restructuring, Corporate Finance, Underwriting, Private Equity, Investments, Lines Of Credit, Real Estate, Equities, New Business Development, Commercial Banking, Financial Structuring, Credit Risk, Loan Origination, Structured Finance
Education
The University of Georgia
BBA, Finance
Heritage Global Capital June 2015 - Present
Nations Equipment Finance May 2013 - June 2015
CompanionWay Capital, LLC March 2011 - May 2013
DeNova Capital, LLC November 2008 - March 2011
Textron Financial October 2007 - October 2008
DeNovo Capital, LLC January 2002 - October 2007
GMAC Financial January 2000 - January 2002
Transamerica 1998 - 2000
SunTrust Leasing November 1996 - January 1998
Bank of Boston 1989 - 1996
Skills
Asset Based Lending, Commercial Lending, Factoring, Middle Market, Commercial Finance, Loans, Small Business Lending, Credit Analysis, Banking, Financial Analysis, Portfolio Management, Commercial Real Estate, Executive Management, Strategy, Capital, Syndications, Working Capital..., Finance, Investment Banking, Business Development, Cash Flow Lending, Mergers & Acquisitions, Mezzanine, Funding, Credit, Financial Services, Restructuring, Corporate Finance, Underwriting, Private Equity, Investments, Lines Of Credit, Real Estate, Equities, New Business Development, Commercial Banking, Financial Structuring, Credit Risk, Loan Origination, Structured Finance
Education
The University of Georgia
BBA, Finance
Schnell Blanton Schnell Blanton's Transamerica Experience 2000 - 2004
Job Owner, Imperial Beverage Group, distributors of fine wine & spirits
Industry Food & Beverages
Experience
Imperial Beverage Group, distributors of fine wine & spirits February 2004 - Present
University of Oklahoma April 2003 - November 2004
Transamerica 2000 - 2004
Sprint Telecom 1999 - 2000
Paymentech 1994 - 1999
Skills
Public Speaking, Coaching, Social Media, E-Learning
Education
Texas Woman's University 1985 — 1989
Imperial Beverage Group, distributors of fine wine & spirits February 2004 - Present
University of Oklahoma April 2003 - November 2004
Transamerica 2000 - 2004
Sprint Telecom 1999 - 2000
Paymentech 1994 - 1999
Skills
Public Speaking, Coaching, Social Media, E-Learning
Education
Texas Woman's University 1985 — 1989
Kerri Moncrief's Transamerica Experience July 2015 - Present
Job Marketing Campaign Analyst, Marketing Services
Industry Financial Services
Experience
Transamerica July 2015 - Present
Transamerica October 2014 - July 2015
Transamerica September 2013 - October 2014
Bryant & Wilde Realty, LLC December 2011 - July 2013
Profile Public Relations May 2011 - July 2013
Profile Public Relations January 2011 - May 2011
Temple University Fox School of Business January 2009 - May 2010
Skills
Press Releases, Social Media, Marketing, Social Networking, Public Relations, Budgets, Google Analytics, Online Marketing, Sales, Facebook, Microsoft Excel, Excel, Microsoft Office, PowerPoint
Education
Temple University 2007 — 2011
Bachelor of Science, Public Relations, General Business Studies
Temple University, Rome 2010 — 2010
Business, Art
Transamerica July 2015 - Present
Transamerica October 2014 - July 2015
Transamerica September 2013 - October 2014
Bryant & Wilde Realty, LLC December 2011 - July 2013
Profile Public Relations May 2011 - July 2013
Profile Public Relations January 2011 - May 2011
Temple University Fox School of Business January 2009 - May 2010
Skills
Press Releases, Social Media, Marketing, Social Networking, Public Relations, Budgets, Google Analytics, Online Marketing, Sales, Facebook, Microsoft Excel, Excel, Microsoft Office, PowerPoint
Education
Temple University 2007 — 2011
Bachelor of Science, Public Relations, General Business Studies
Temple University, Rome 2010 — 2010
Business, Art
Imani Malaika Mehta Imani Malaika Mehta's Transamerica Experience April 1999 - May 1999
Job President/Director, STEMS on the VINES
Industry E-Learning
Experience
STEMS on the VINES January 2004 - Present
Carver Christian Academy October 1999 - October 2000
Transamerica April 1999 - May 1999
Glynn Devins Advertising/Marketing September 1997 - December 1997
Prudential Financial January 1994 - October 1997
Skills
STEM Education, Blended Learning, Prenatal Yoga, Nutrition Education, Web Authoring, Sustainability, Sustainable Design, Sustainable Energy, Blended Learning, Sustainability Education, Holistic Health, Public Speaking, Project Management, Education, Community Outreach, Nonprofits, Teaching, Leadership, Fundraising
Education
The University of Kansas
University of Missouri-Kansas City
STEMS on the VINES January 2004 - Present
Carver Christian Academy October 1999 - October 2000
Transamerica April 1999 - May 1999
Glynn Devins Advertising/Marketing September 1997 - December 1997
Prudential Financial January 1994 - October 1997
Skills
STEM Education, Blended Learning, Prenatal Yoga, Nutrition Education, Web Authoring, Sustainability, Sustainable Design, Sustainable Energy, Blended Learning, Sustainability Education, Holistic Health, Public Speaking, Project Management, Education, Community Outreach, Nonprofits, Teaching, Leadership, Fundraising
Education
The University of Kansas
University of Missouri-Kansas City
Sathy Rao, CFA's Transamerica Experience 2011 - Present
Job Transamerica
Industry Insurance
Experience
Transamerica 2011 - Present
Aegon USA 2007 - 2011
Allstate Investments 2002 - 2007
Skills
Financial Risk..., Derivatives, ALM, Financial Risk, Financial Modeling, Insurance, Variable Annuities, Target Volatility Funds, Fixed Income, Investments, Financial Analysis, Attribution
Education
The University of Chicago - Booth School of Business 2004 — 2007
MBA, Analytic Finance, Strategic Management
Transamerica 2011 - Present
Aegon USA 2007 - 2011
Allstate Investments 2002 - 2007
Skills
Financial Risk..., Derivatives, ALM, Financial Risk, Financial Modeling, Insurance, Variable Annuities, Target Volatility Funds, Fixed Income, Investments, Financial Analysis, Attribution
Education
The University of Chicago - Booth School of Business 2004 — 2007
MBA, Analytic Finance, Strategic Management
Jenny State's Transamerica Experience January 2006 - Present
Job Business Consulting Specialist /Project Manager (PMP)
Industry Financial Services
Experience
Transamerica January 2006 - Present
AEGON Institutional Markets 2004 - 2006
Aegon 1996 - 2004
Anthem Blue Cross Blue Shield January 1990 - January 1996
Skills
Software Project..., Data Warehousing, Business Analysis, Project Management, SharePoint, MS Project, Relationship Management, Leadership, Operational Excellence, Software Development, Business Case, SDLC, PMP, Process Improvement, Risk Management, Management, Business Intelligence, PMO, Integration, Requirements Gathering, Project Portfolio..., Vendor Management
Education
The George Washington University - School of Business 2002 — 2008
Masters Certificate, Project Management
Webster University 1985 — 1988
MA, Computer Resources Management
University of Louisville
BS, Medical Technology
Transamerica January 2006 - Present
AEGON Institutional Markets 2004 - 2006
Aegon 1996 - 2004
Anthem Blue Cross Blue Shield January 1990 - January 1996
Skills
Software Project..., Data Warehousing, Business Analysis, Project Management, SharePoint, MS Project, Relationship Management, Leadership, Operational Excellence, Software Development, Business Case, SDLC, PMP, Process Improvement, Risk Management, Management, Business Intelligence, PMO, Integration, Requirements Gathering, Project Portfolio..., Vendor Management
Education
The George Washington University - School of Business 2002 — 2008
Masters Certificate, Project Management
Webster University 1985 — 1988
MA, Computer Resources Management
University of Louisville
BS, Medical Technology
Philipp Frings's Transamerica Experience 1992 - 1997
Job retired
Industry Banking
Experience
Orient Bancorporation 2000 - Present
Bank of the Orient 1997 - 2008
Transamerica 1992 - 1997
Bank of America 1974 - 1992
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Valuation, Asset Management, Portfolio Management, Financial Risk, Treasury Management, Commercial Lending, Risk Management, Commercial Banking, Due Diligence, Investments, Banking, Financial Services
Education
University of Pennsylvania - The Wharton School 1972 — 1973
MBA
Rheinische Friedrich-Wilhelms-Universität Bonn 1961 — 1966
PHD, Economics, Business
Orient Bancorporation 2000 - Present
Bank of the Orient 1997 - 2008
Transamerica 1992 - 1997
Bank of America 1974 - 1992
Skills
Financial Analysis, Financial Modeling, Credit Analysis, Valuation, Asset Management, Portfolio Management, Financial Risk, Treasury Management, Commercial Lending, Risk Management, Commercial Banking, Due Diligence, Investments, Banking, Financial Services
Education
University of Pennsylvania - The Wharton School 1972 — 1973
MBA
Rheinische Friedrich-Wilhelms-Universität Bonn 1961 — 1966
PHD, Economics, Business
Jeff Bierbower's Transamerica Experience March 1986 - February 1992
Job Managing Director at Patina
Industry Human Resources
Experience
Patina January 2015 - Present
CBIZ October 2013 - December 2014
Buck Consultants, a Xerox Company January 2012 - October 2013
Aon Hewitt Consulting December 2007 - January 2012
Sequent August 2004 - October 2007
Watson Wyatt Worldwide June 1998 - August 2004
The Gammill Group April 1995 - June 1998
Dean Witter February 1992 - July 1994
Transamerica March 1986 - February 1992
Skills
Strategy, Leadership Development, Employee Benefits, Talent Management, Sales Process, Recruiting, Leadership, Change Management, Executive Coaching, Employee Engagement, Management, Organizational Design, Organizational..., Performance Management, Talent Acquisition
Education
The Ohio State University
B.S., Production/Operations Management
Patina January 2015 - Present
CBIZ October 2013 - December 2014
Buck Consultants, a Xerox Company January 2012 - October 2013
Aon Hewitt Consulting December 2007 - January 2012
Sequent August 2004 - October 2007
Watson Wyatt Worldwide June 1998 - August 2004
The Gammill Group April 1995 - June 1998
Dean Witter February 1992 - July 1994
Transamerica March 1986 - February 1992
Skills
Strategy, Leadership Development, Employee Benefits, Talent Management, Sales Process, Recruiting, Leadership, Change Management, Executive Coaching, Employee Engagement, Management, Organizational Design, Organizational..., Performance Management, Talent Acquisition
Education
The Ohio State University
B.S., Production/Operations Management
Aj Mercado's Transamerica Experience 2001 - 2006
Job Project Officer at FAA
Industry Government Administration
Experience
FAA - Small Airplane Directorate June 2006 - Present
Transamerica 2001 - 2006
Transamerica Occidental Life Insurance Company (AEGON) 2001 - 2006
Transamerica Occidental Life Ins. 2001 - 2006
Transamerica Life / Aegon 2001 - 2006
Education
The University of Kansas 2002 — 2005
MS, Engineering Management
The University of Kansas 1990 — 1993
BS, Aerospace Engineering
FAA - Small Airplane Directorate June 2006 - Present
Transamerica 2001 - 2006
Transamerica Occidental Life Insurance Company (AEGON) 2001 - 2006
Transamerica Occidental Life Ins. 2001 - 2006
Transamerica Life / Aegon 2001 - 2006
Education
The University of Kansas 2002 — 2005
MS, Engineering Management
The University of Kansas 1990 — 1993
BS, Aerospace Engineering
Laura Beaulieu's Transamerica Experience May 2015 - Present
Job Director of Analytics at Transamerica
Industry Telecommunications
Experience
Transamerica May 2015 - Present
Level 3 Communications November 2014 - May 2015
tw telecom January 2014 - November 2014
Deloitte August 2011 - January 2014
Deloitte September 2009 - August 2011
CIGNA May 2008 - August 2008
CIGNA May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Data Analysis, Data Visualization, Collaborative Problem..., SAS, SQL, Microsoft Excel, R, VBA, Creative Problem Solving, Logical Thinker, Positive Team Player, Statistics, Data Modeling, Analysis, Business Intelligence, Leadership, Business Process, Analytics, Project Management, Data Analytics, Tableau
Education
The Johns Hopkins University 2008 — 2009
Masters of Science, Applied Mathematics and Statistics
The Johns Hopkins University 2005 — 2008
Bachelors of Science, Applied Mathematics and Statistics; Entrepreunership and Management
Transamerica May 2015 - Present
Level 3 Communications November 2014 - May 2015
tw telecom January 2014 - November 2014
Deloitte August 2011 - January 2014
Deloitte September 2009 - August 2011
CIGNA May 2008 - August 2008
CIGNA May 2007 - August 2007
Merrill Lynch May 2006 - August 2006
Skills
Data Analysis, Data Visualization, Collaborative Problem..., SAS, SQL, Microsoft Excel, R, VBA, Creative Problem Solving, Logical Thinker, Positive Team Player, Statistics, Data Modeling, Analysis, Business Intelligence, Leadership, Business Process, Analytics, Project Management, Data Analytics, Tableau
Education
The Johns Hopkins University 2008 — 2009
Masters of Science, Applied Mathematics and Statistics
The Johns Hopkins University 2005 — 2008
Bachelors of Science, Applied Mathematics and Statistics; Entrepreunership and Management
Sonja LaPak's Transamerica Experience 1980 - 1986
Job Sr. Recruiter/Staffing Manager
Industry Human Resources
Experience
Apple Consultants, Florida September 2009 - December 2012
Consultants/HR Connections/HRCS July 2005 - March 2009
First Federal Bank of California 2008 - 2008
Transamerica 1980 - 1986
Skills
Employee Relations, Internet Recruiting, Recruiting, Sourcing, HRIS, Onboarding, Taleo, Management, Human Resources, Program Management, Hiring, Training, Applicant Tracking..., Temporary Placement, Talent Acquisition, College Recruiting, Interviews, Talent Management, Executive Search, Benefits Negotiation, New Hire Orientations, Staffing Services, Technical Recruiting, Screening, Resume Writing, Contract Recruitment, Screening Resumes, Employer Branding, Deferred Compensation, IT Recruitment, Workforce Planning
Education
The Johns Hopkins University 1980 — 1985
B.S., Psychology
Apple Consultants, Florida September 2009 - December 2012
Consultants/HR Connections/HRCS July 2005 - March 2009
First Federal Bank of California 2008 - 2008
Transamerica 1980 - 1986
Skills
Employee Relations, Internet Recruiting, Recruiting, Sourcing, HRIS, Onboarding, Taleo, Management, Human Resources, Program Management, Hiring, Training, Applicant Tracking..., Temporary Placement, Talent Acquisition, College Recruiting, Interviews, Talent Management, Executive Search, Benefits Negotiation, New Hire Orientations, Staffing Services, Technical Recruiting, Screening, Resume Writing, Contract Recruitment, Screening Resumes, Employer Branding, Deferred Compensation, IT Recruitment, Workforce Planning
Education
The Johns Hopkins University 1980 — 1985
B.S., Psychology
Talmage Brown's Transamerica Experience March 2015 - Present
Job Senior Actuary at Transamerica
Industry Insurance
Experience
Transamerica March 2015 - Present
Humana May 2013 - March 2015
Humana May 2012 - May 2013
Humana October 2010 - May 2012
Humana November 2009 - October 2010
Blue Cross & Blue Shield of Mississippi July 2009 - November 2009
Blue Cross & Blue Shield of Mississippi June 2008 - July 2009
Skills
F#, MG-Alfa, SAS, Enterprise Risk..., Actuarial Science, Insurance, Data Analysis, Health Insurance, Risk Management, FSA, VBA, Access, Microsoft Excel, Analysis, Employee Benefits
Education
University of Kentucky 2002 — 2006
The American University in Cairo 2003 — 2004
Arabic
Transamerica March 2015 - Present
Humana May 2013 - March 2015
Humana May 2012 - May 2013
Humana October 2010 - May 2012
Humana November 2009 - October 2010
Blue Cross & Blue Shield of Mississippi July 2009 - November 2009
Blue Cross & Blue Shield of Mississippi June 2008 - July 2009
Skills
F#, MG-Alfa, SAS, Enterprise Risk..., Actuarial Science, Insurance, Data Analysis, Health Insurance, Risk Management, FSA, VBA, Access, Microsoft Excel, Analysis, Employee Benefits
Education
University of Kentucky 2002 — 2006
The American University in Cairo 2003 — 2004
Arabic
Sean Rapp's Transamerica Experience 2006 - Present
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica 2006 - Present
John Hancock 2005 - 2006
Guaranty Bank, Now BBVA Compass 2003 - 2005
Merrill Lynch 1997 - 2001
Skills
Series 63, Series 7, Fixed Annuities, Retirement Planning, Mutual Funds, 401k, Retirement, Wealth Management, Investments, Asset Allocation, Insurance, Securities, Series 24, CRPC
Education
The University of Georgia 1990 — 1996
Transamerica 2006 - Present
John Hancock 2005 - 2006
Guaranty Bank, Now BBVA Compass 2003 - 2005
Merrill Lynch 1997 - 2001
Skills
Series 63, Series 7, Fixed Annuities, Retirement Planning, Mutual Funds, 401k, Retirement, Wealth Management, Investments, Asset Allocation, Insurance, Securities, Series 24, CRPC
Education
The University of Georgia 1990 — 1996
Richard Stout's Transamerica Experience February 2005 - April 2007
Job Enterprise Architect Entrerprise Components at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF October 2012 - Present
TIAA-CREF July 2010 - Present
H & R Block December 2008 - July 2010
Commerce Bank April 2008 - December 2008
Assurant Employee Benefits October 2007 - April 2008
American Century Investments April 2007 - October 2007
Transamerica February 2005 - April 2007
JP Morgan Chase Retirement Plan Service June 2003 - February 2005
American Century Investments September 1997 - June 2003
Education
University of Kansas
TIAA-CREF October 2012 - Present
TIAA-CREF July 2010 - Present
H & R Block December 2008 - July 2010
Commerce Bank April 2008 - December 2008
Assurant Employee Benefits October 2007 - April 2008
American Century Investments April 2007 - October 2007
Transamerica February 2005 - April 2007
JP Morgan Chase Retirement Plan Service June 2003 - February 2005
American Century Investments September 1997 - June 2003
Education
University of Kansas
Meredith Hayes, CFP®, CRC®'s Transamerica Experience 2008 - 2011
Job Regional Vice President at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial 2015 - Present
Canard Capital Partners 2014 - 2015
BBVA Compass Investment Solutions 2011 - 2013
Transamerica 2008 - 2011
Van Kampen Investments 2005 - 2008
Federated Investors 2003 - 2005
AIM Investments 1995 - 2002
Skills
Mutual Funds, Series 7, Investments, Fixed Annuities, Series 63, Relationship Management, Key Account Management, Insurance, Asset Allocation, Series 6, Securities, Wealth Management, Series 65, Series 24, 401k, Investment Advisory, FINRA
Education
The University of Texas at Austin 2013 — 2014
Financial Planning Certificate Program
Texas A&M University 1989 — 1994
Bachelor of Science
Nationwide Financial 2015 - Present
Canard Capital Partners 2014 - 2015
BBVA Compass Investment Solutions 2011 - 2013
Transamerica 2008 - 2011
Van Kampen Investments 2005 - 2008
Federated Investors 2003 - 2005
AIM Investments 1995 - 2002
Skills
Mutual Funds, Series 7, Investments, Fixed Annuities, Series 63, Relationship Management, Key Account Management, Insurance, Asset Allocation, Series 6, Securities, Wealth Management, Series 65, Series 24, 401k, Investment Advisory, FINRA
Education
The University of Texas at Austin 2013 — 2014
Financial Planning Certificate Program
Texas A&M University 1989 — 1994
Bachelor of Science
Krista Ulik, PHR, CDR, CIR, ACIR's Transamerica Experience June 2015 - Present
Job Sr Sourcer at Transamerica
Industry Insurance
Experience
Transamerica June 2015 - Present
Farmers Insurance Group July 2003 - June 2015
WSNet March 2000 - April 2003
COR Management Services (CSANT) January 1998 - January 2000
Skills
Applicant Tracking..., Health Insurance, Property & Casualty..., Insurance, Team Building, Employee Benefits, Workers Compensation, Life Insurance, Underwriting, Claim, Team Leadership, General Insurance, Human Resources, Customer Service, Leadership, Liability, PowerPoint, Commercial Insurance, Negotiation, Onboarding, Employee Relations, Recruiting, Sales, College Recruiting, Cold Calling, Talent Acquisition, Casualty, Claims Management, Risk Management, Microsoft Excel, Training
Education
Texas A&M University 1992 — 1996
Plano East
Plano East
Transamerica June 2015 - Present
Farmers Insurance Group July 2003 - June 2015
WSNet March 2000 - April 2003
COR Management Services (CSANT) January 1998 - January 2000
Skills
Applicant Tracking..., Health Insurance, Property & Casualty..., Insurance, Team Building, Employee Benefits, Workers Compensation, Life Insurance, Underwriting, Claim, Team Leadership, General Insurance, Human Resources, Customer Service, Leadership, Liability, PowerPoint, Commercial Insurance, Negotiation, Onboarding, Employee Relations, Recruiting, Sales, College Recruiting, Cold Calling, Talent Acquisition, Casualty, Claims Management, Risk Management, Microsoft Excel, Training
Education
Texas A&M University 1992 — 1996
Plano East
Plano East
Manie Freeman's Transamerica Experience 1987 - 2000
Job National Account Executive at FIS Tax Services
Industry Banking
Experience
FIS Tax Services April 2001 - Present
LPS Property Tax Solutions 2001 - Present
Transamerica / AEGON 1987 - 2000
Transamerica 1987 - 2000
Education
The University of Georgia 1984 — 1988
FIS Tax Services April 2001 - Present
LPS Property Tax Solutions 2001 - Present
Transamerica / AEGON 1987 - 2000
Transamerica 1987 - 2000
Education
The University of Georgia 1984 — 1988
Chris Gilmer, AIA's Transamerica Experience April 1995 - Present
Job Architect / Facility Manager at Transamerica
Industry Insurance
Experience
Transamerica April 1995 - Present
Skills
Project Management, Process Improvement, Program Management, Vendor Management, Team Building, Change Management, Contract Management, Customer Service, Leadership, Management
Education
Texas A&M University 1983 — 1985
M.ARCH, Architecture
Texas A&M University 1981 — 1983
B.E.D., Architecture
Transamerica April 1995 - Present
Skills
Project Management, Process Improvement, Program Management, Vendor Management, Team Building, Change Management, Contract Management, Customer Service, Leadership, Management
Education
Texas A&M University 1983 — 1985
M.ARCH, Architecture
Texas A&M University 1981 — 1983
B.E.D., Architecture
Bei Wu's Transamerica Experience 2000 - 2006
Job Finance Professional
Industry Financial Services
Experience
McAfee July 2006 - January 2008
AEGON November 2003 - June 2006
Transamerica 2000 - 2006
AEGON January 2000 - October 2003
Magnetic Ticket & Label Corporation January 1999 - December 1999
Duracom Computer Systems August 1995 - December 1998
Education
The University of Dallas 1993 — 1995
Master of Business Administration, Corporate Finance
McAfee July 2006 - January 2008
AEGON November 2003 - June 2006
Transamerica 2000 - 2006
AEGON January 2000 - October 2003
Magnetic Ticket & Label Corporation January 1999 - December 1999
Duracom Computer Systems August 1995 - December 1998
Education
The University of Dallas 1993 — 1995
Master of Business Administration, Corporate Finance
Olisa Abaelu's Transamerica Experience December 1995 - December 2000
Job SVP, Consulting Services at Latilla LLC
Industry Financial Services
Experience
Latilla LLC November 2007 - Present
Countrywide Securities Corporation January 2005 - November 2007
Countrywide Securities Corporation 2002 - 2005
Transamerica December 1995 - December 2000
Farmers Insurance September 1993 - December 1995
Deloitte January 1987 - September 1993
Education
The University of Manchester 1983 — 1986
B.Sc., Electronic and Electrical engineering
Davies College, Hove 1982 — 1983
A - Levels, Physics and Mathematics
University of Lagos 1981 — 1982
Electrical Engineering
King's College Lagos 1976 — 1981
o levels
Latilla LLC November 2007 - Present
Countrywide Securities Corporation January 2005 - November 2007
Countrywide Securities Corporation 2002 - 2005
Transamerica December 1995 - December 2000
Farmers Insurance September 1993 - December 1995
Deloitte January 1987 - September 1993
Education
The University of Manchester 1983 — 1986
B.Sc., Electronic and Electrical engineering
Davies College, Hove 1982 — 1983
A - Levels, Physics and Mathematics
University of Lagos 1981 — 1982
Electrical Engineering
King's College Lagos 1976 — 1981
o levels
Christy Hudgins's Transamerica Experience July 1996 - June 2002
Job Landman at Capstone Oil & Gas Company, L.P.
Industry Oil & Energy
Experience
Capstone Oil & Gas Company, L.P. May 2007 - Present
Transamerica July 1996 - June 2002
Education
Texas State University 2002 — 2006
B.A., Summa Cum Laude, Double Major: Anthropology, History
Capstone Oil & Gas Company, L.P. May 2007 - Present
Transamerica July 1996 - June 2002
Education
Texas State University 2002 — 2006
B.A., Summa Cum Laude, Double Major: Anthropology, History
Jared Praniewicz's Transamerica Experience May 2014 - Present
Job Financial Engineer at Transamerica
Industry Insurance
Experience
Transamerica May 2014 - Present
Skills
Security, Cloud Computing, Java, IT Strategy, Information Security, Quantitative Finance, Mathematical Modeling, Analysis, Solution Architecture
Education
The Johns Hopkins University 2012 — 2014
Master's Degree, Applied Mathematics
University of Maryland - Robert H. Smith School of Business 2007 — 2010
MBA
University of Maryland - Robert H. Smith School of Business 2007 — 2010
MSBA, Finance
Virginia Polytechnic Institute and State University 1999 — 2004
BS, Electrical and Computer Engineering
CFA Institute
Level 2 candidate in the CFA Program
Transamerica May 2014 - Present
Skills
Security, Cloud Computing, Java, IT Strategy, Information Security, Quantitative Finance, Mathematical Modeling, Analysis, Solution Architecture
Education
The Johns Hopkins University 2012 — 2014
Master's Degree, Applied Mathematics
University of Maryland - Robert H. Smith School of Business 2007 — 2010
MBA
University of Maryland - Robert H. Smith School of Business 2007 — 2010
MSBA, Finance
Virginia Polytechnic Institute and State University 1999 — 2004
BS, Electrical and Computer Engineering
CFA Institute
Level 2 candidate in the CFA Program
Christopher Voudouris's Transamerica Experience May 1999 - May 2000
Job Principal Applications Analyst at DST Output
Industry Information Services
Experience
DST Output June 2004 - Present
Transamerica May 1999 - May 2000
Skills
Software Project..., Requirements Gathering, Visio, SDLC, Java, Team Leadership, Process Improvement, Requirements Analysis, Business Analysis, PMP, Vendor Management, Analysis
Education
The George Washington University 1992 — 1996
Bachelor of Arts, International Relations and Affairs
DST Output June 2004 - Present
Transamerica May 1999 - May 2000
Skills
Software Project..., Requirements Gathering, Visio, SDLC, Java, Team Leadership, Process Improvement, Requirements Analysis, Business Analysis, PMP, Vendor Management, Analysis
Education
The George Washington University 1992 — 1996
Bachelor of Arts, International Relations and Affairs
Niki Hankins's Transamerica Experience January 2012 - December 2013
Job Niki Hankins Consulting, LLC : CFO for Hire. Experts in Accounting CLEAN UP, Bookkeeping, and Collections
Industry Accounting
Experience
Niki Hankins Consulting, LLC January 2015 - Present
Transamerica January 2012 - December 2013
FrontRange Solutions November 2010 - February 2013
School District 11 September 2005 - November 2005
Skills
NetSuite, Salesforce.com, CRM, Enterprise Software, Professional Services, Crystal Reports, Goldmine, Cloud Computing, Software Implementation, Software Industry, WebEx, Lead Generation, Sales Process, Revenue Recognition, Accounts Receivable, Consulting, Customer Service, Leadership, Business Analysis, Accounting, Microsoft Office, Microsoft Excel, Process Improvement, Public Speaking, Staff Development, Software Documentation, Program Management, Finance, Strategic Planning
Education
University of Phoenix 2005 — 2009
Bachelor of Science (BS), Accounting and Business/Management
Texas A&M University 1993 — 1997
General Studies
Niki Hankins Consulting, LLC January 2015 - Present
Transamerica January 2012 - December 2013
FrontRange Solutions November 2010 - February 2013
School District 11 September 2005 - November 2005
Skills
NetSuite, Salesforce.com, CRM, Enterprise Software, Professional Services, Crystal Reports, Goldmine, Cloud Computing, Software Implementation, Software Industry, WebEx, Lead Generation, Sales Process, Revenue Recognition, Accounts Receivable, Consulting, Customer Service, Leadership, Business Analysis, Accounting, Microsoft Office, Microsoft Excel, Process Improvement, Public Speaking, Staff Development, Software Documentation, Program Management, Finance, Strategic Planning
Education
University of Phoenix 2005 — 2009
Bachelor of Science (BS), Accounting and Business/Management
Texas A&M University 1993 — 1997
General Studies
Janine Lafferty's Transamerica Experience 1998 - 2001
Job Software Test Specialist at Amdocs
Industry Computer Software
Experience
Amdocs February 2001 - Present
Transamerica 1998 - 2001
Skills
Software Quality..., System Testing, Quality Center, User Acceptance Testing, Test Planning, SQL, Agile Testing, Software Project..., Unix, JIRA, Regression Testing, QTP, Systems Analysis, Test Automation, Test Management, Manual Testing, Testing, Waterfall, Agile Methodologies, Test Cases, Performance Testing, HP Quality Center, HP QTP
Education
Winthrop University
Master of Business Administration (MBA), Organizational Leadership
The College of New Rochelle
Bachelor of Science (B.S.), Business Administration and Management, General
Amdocs February 2001 - Present
Transamerica 1998 - 2001
Skills
Software Quality..., System Testing, Quality Center, User Acceptance Testing, Test Planning, SQL, Agile Testing, Software Project..., Unix, JIRA, Regression Testing, QTP, Systems Analysis, Test Automation, Test Management, Manual Testing, Testing, Waterfall, Agile Methodologies, Test Cases, Performance Testing, HP Quality Center, HP QTP
Education
Winthrop University
Master of Business Administration (MBA), Organizational Leadership
The College of New Rochelle
Bachelor of Science (B.S.), Business Administration and Management, General
Tanya Gwin's Transamerica Experience November 2011 - Present
Job Registered Representative at Transamerica
Industry Financial Services
Experience
Transamerica November 2011 - Present
Aflac February 2011 - May 2013
Pier 1 Imports 1994 - 2002
Skills
Insurance, Retirement Planning, 401k, Customer Service, Teamwork, Fixed Annuities, Retirement, Public Speaking, Small Business
Education
Texas A&M University 1989 — 1993
B.A., Marketing
Transamerica November 2011 - Present
Aflac February 2011 - May 2013
Pier 1 Imports 1994 - 2002
Skills
Insurance, Retirement Planning, 401k, Customer Service, Teamwork, Fixed Annuities, Retirement, Public Speaking, Small Business
Education
Texas A&M University 1989 — 1993
B.A., Marketing
Ginger L. Burke's Transamerica Experience 1997 - Present
Job Account Manager Transamerica Life Insurance Company
Industry Insurance
Experience
Transamerica Insurance & Investment Group December 1997 - Present
Transamerica 1997 - Present
Transamerica Life Insurance Company 1997 - Present
Education
The University of Kansas
Bachelor of Arts, English
Transamerica Insurance & Investment Group December 1997 - Present
Transamerica 1997 - Present
Transamerica Life Insurance Company 1997 - Present
Education
The University of Kansas
Bachelor of Arts, English
John Haasl's Transamerica Experience August 2015 - Present
Job I/T Lead Web Developer
Industry Information Technology and Services
Experience
Transamerica August 2015 - Present
Transamerica March 2012 - August 2015
Transamerica May 2007 - March 2012
USAA 1998 - May 2007
Skills
SDLC, Requirements Analysis, SQL, Requirements Gathering, Business Analysis, Microsoft SQL Server, Data Warehousing, Agile Methodologies, Oracle, DB2, Visio, SharePoint, PL/SQL, Business Intelligence, XML, Disaster Recovery, Databases, Enterprise Architecture, Unix, Software Development, SOA, .NET, Business Requirements, Systems Analysis, Integration, COBOL, ASP.NET, Data Modeling, User Acceptance Testing, JavaScript, IT Strategy, JCL, VB.NET, Database Design, Software Documentation, Crystal Reports, Process Improvement, C#, ETL, Software Project..., Visual Basic, ASP, Scrum, Visual Studio, Informatica, Access, VBScript, Mainframe, Business Process, Software Design
Education
Texas A&M University-Corpus Christi
BS, Computer Science
Transamerica August 2015 - Present
Transamerica March 2012 - August 2015
Transamerica May 2007 - March 2012
USAA 1998 - May 2007
Skills
SDLC, Requirements Analysis, SQL, Requirements Gathering, Business Analysis, Microsoft SQL Server, Data Warehousing, Agile Methodologies, Oracle, DB2, Visio, SharePoint, PL/SQL, Business Intelligence, XML, Disaster Recovery, Databases, Enterprise Architecture, Unix, Software Development, SOA, .NET, Business Requirements, Systems Analysis, Integration, COBOL, ASP.NET, Data Modeling, User Acceptance Testing, JavaScript, IT Strategy, JCL, VB.NET, Database Design, Software Documentation, Crystal Reports, Process Improvement, C#, ETL, Software Project..., Visual Basic, ASP, Scrum, Visual Studio, Informatica, Access, VBScript, Mainframe, Business Process, Software Design
Education
Texas A&M University-Corpus Christi
BS, Computer Science
Jeremy Appleton's Transamerica Experience August 2014 - Present
Job Fund Admin Accountant at Transamerica
Industry Financial Services
Experience
Transamerica August 2014 - Present
Burns & McDonnell November 2013 - June 2014
State Street October 2012 - November 2013
State Street September 2011 - October 2012
Planet Fitness October 2010 - May 2011
University of Kansas September 2007 - May 2008
Skills
Financial Analysis, PowerPoint, Bloomberg, Microsoft Excel, Microsoft Word, Microsoft Office, Project Management, Leadership, Forecasting, Teamwork, Accounts Payable, Budgets, Outlook, Operations Management, Team Leadership, Finance, Analysis
Education
The University of Kansas 2005 — 2010
Bachelor of Science, Finance; Economics; Entrepreneurship
University of International Business and Economics 2009 — 2009
Economics, Mandarin
Summit Technology Academy 2004 — 2005
Network Administration
Lee's Summit North
Transamerica August 2014 - Present
Burns & McDonnell November 2013 - June 2014
State Street October 2012 - November 2013
State Street September 2011 - October 2012
Planet Fitness October 2010 - May 2011
University of Kansas September 2007 - May 2008
Skills
Financial Analysis, PowerPoint, Bloomberg, Microsoft Excel, Microsoft Word, Microsoft Office, Project Management, Leadership, Forecasting, Teamwork, Accounts Payable, Budgets, Outlook, Operations Management, Team Leadership, Finance, Analysis
Education
The University of Kansas 2005 — 2010
Bachelor of Science, Finance; Economics; Entrepreneurship
University of International Business and Economics 2009 — 2009
Economics, Mandarin
Summit Technology Academy 2004 — 2005
Network Administration
Lee's Summit North
Gail Dubois's Transamerica Experience 1983 - 2008
Job V.P., Project Management Office at The Wonderful Company
Industry Consumer Goods
Experience
The Wonderful Company December 2013 - Present
The Wonderful Company March 2009 - November 2013
Teleflora, Inc. LLC May 2008 - March 2009
Transamerica 1983 - 2008
Transamerica Occidental Life Insurance 1983 - 2008
Skills
Forecasting, Strategic Financial..., Strategic Planning, Corporate Finance, Cross-functional Team..., Accounting, Sarbanes-Oxley Act, Financial Accounting, Financial Reporting, Internal Controls, Competitive Analysis, Risk Management, Investments, Strategy, Business Analysis, Cost Accounting, Business Strategy, Budgets, Management, Financial Planning
Education
The Johns Hopkins University 1978 — 1980
BA, Mathematical Sciences
The Wonderful Company December 2013 - Present
The Wonderful Company March 2009 - November 2013
Teleflora, Inc. LLC May 2008 - March 2009
Transamerica 1983 - 2008
Transamerica Occidental Life Insurance 1983 - 2008
Skills
Forecasting, Strategic Financial..., Strategic Planning, Corporate Finance, Cross-functional Team..., Accounting, Sarbanes-Oxley Act, Financial Accounting, Financial Reporting, Internal Controls, Competitive Analysis, Risk Management, Investments, Strategy, Business Analysis, Cost Accounting, Business Strategy, Budgets, Management, Financial Planning
Education
The Johns Hopkins University 1978 — 1980
BA, Mathematical Sciences
Bill Graves CRC, CRPC's Transamerica Experience January 2011 - Present
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica January 2011 - Present
Ameriprise Financial Services, Inc. February 2010 - December 2010
BBVA Compass September 2009 - February 2010
Hartford Life October 2002 - July 2009
Skills
Retirement Planning, Portfolio Management, Public Speaking, Team Leadership, Series 63, Fixed Annuities, Series 7, Mutual Funds, Series 6, Retirement, Investments, 401k, Asset Allocation, Financial Advisory, Alternative Investments, Management, Variable Annuities, Insurance, FINRA, Financial Services, IRAs, Series 65
Education
Texas Tech University 1989 — 1992
None, Architecture
Jesuit College Preparatory School 1985 — 1989
Diploma, General Studies
Transamerica January 2011 - Present
Ameriprise Financial Services, Inc. February 2010 - December 2010
BBVA Compass September 2009 - February 2010
Hartford Life October 2002 - July 2009
Skills
Retirement Planning, Portfolio Management, Public Speaking, Team Leadership, Series 63, Fixed Annuities, Series 7, Mutual Funds, Series 6, Retirement, Investments, 401k, Asset Allocation, Financial Advisory, Alternative Investments, Management, Variable Annuities, Insurance, FINRA, Financial Services, IRAs, Series 65
Education
Texas Tech University 1989 — 1992
None, Architecture
Jesuit College Preparatory School 1985 — 1989
Diploma, General Studies
Nick Michale's Transamerica Experience January 2001 - December 2002
Job Annuity Sales Specialist/Sales Development Desk at Creative One
Industry Insurance
Experience
Creative One January 2014 - Present
Creative Marketing August 2011 - Present
Creative Marketing January 2003 - Present
Transamerica January 2001 - December 2002
Personalized Brokerage Services March 1994 - December 2000
Skills
Fixed Annuities, Life Insurance
Education
The American College 2008 — 2013
Chartered Life Underwriter, Life Insurance
University of Kansas 1974 — 1977
Bachelor of Applied Science (BASc), Radio, TV, Film Sales Management/School of Journalism
Creative One January 2014 - Present
Creative Marketing August 2011 - Present
Creative Marketing January 2003 - Present
Transamerica January 2001 - December 2002
Personalized Brokerage Services March 1994 - December 2000
Skills
Fixed Annuities, Life Insurance
Education
The American College 2008 — 2013
Chartered Life Underwriter, Life Insurance
University of Kansas 1974 — 1977
Bachelor of Applied Science (BASc), Radio, TV, Film Sales Management/School of Journalism
David Gold's Transamerica Experience 1995 - 2000
Job Portfolio Manager at CalSTRS
Industry Investment Management
Experience
CalSTRS 2015 - Present
Guggenheim Partners 2010 - 2013
Coastline Partners 2008 - 2010
Centre Pacific, LLC 2000 - 2007
Transamerica 1995 - 2000
Duff & Phelps 1990 - 1994
Moody's Investors Service 1987 - 1988
Skills
Equities, Fixed Income, Investment Advisory, ABS, Hedge Funds, Capital Markets, Securities, Credit, Alternative Investments, Structured Finance, Investments, Valuation, Asset Management, Private Equity, Portfolio Management, Financial Modeling
Education
The University of Chicago - Booth School of Business
MBA, Finance
The George Washington University
BA, Economics
Thomas S. Wootton HS
CalSTRS 2015 - Present
Guggenheim Partners 2010 - 2013
Coastline Partners 2008 - 2010
Centre Pacific, LLC 2000 - 2007
Transamerica 1995 - 2000
Duff & Phelps 1990 - 1994
Moody's Investors Service 1987 - 1988
Skills
Equities, Fixed Income, Investment Advisory, ABS, Hedge Funds, Capital Markets, Securities, Credit, Alternative Investments, Structured Finance, Investments, Valuation, Asset Management, Private Equity, Portfolio Management, Financial Modeling
Education
The University of Chicago - Booth School of Business
MBA, Finance
The George Washington University
BA, Economics
Thomas S. Wootton HS
Jeffrey Rubinoski's Transamerica Experience 1988 - 1991
Job Senior Financial Systems Analyst at The Ohio State University Medical Center
Industry Hospital & Health Care
Experience
The Ohio State University Medical Center ContractorQwest CommunicationsAugust 2000 - July 2003
Vision Tech 2000 - 2002
Modis 1998 - 1999
Transamerica 1988 - 1991
Skills
Access, PeopleSoft, Oracle, Visio
Education
The Ohio State University 1979 — 1986
BS, Finance
The Ohio State University Medical Center ContractorQwest CommunicationsAugust 2000 - July 2003
Vision Tech 2000 - 2002
Modis 1998 - 1999
Transamerica 1988 - 1991
Skills
Access, PeopleSoft, Oracle, Visio
Education
The Ohio State University 1979 — 1986
BS, Finance
Travis Lowe's Transamerica Experience December 2011 - Present
Job Senior Web Developer at Transamerica
Industry Computer Software
Experience
Transamerica December 2011 - Present
Aon October 2010 - Present
Travis V. Lowe Software Development April 2010 - Present
COMPUTER ALLI, INC. April 2010 - Present
Montford Park Players 2010 - Present
Vemo August 2009 - April 2010
PathSync, LLC February 2008 - August 2009
InterAct Public Safety Systems February 2006 - March 2008
MeasureUp 2000 - 2006
Skills
Microsoft SQL Server, .NET, Software Development
Education
The University of Georgia 1995 — 1998
Bachelor of Arts (BA), Journalism, Advertising
Transamerica December 2011 - Present
Aon October 2010 - Present
Travis V. Lowe Software Development April 2010 - Present
COMPUTER ALLI, INC. April 2010 - Present
Montford Park Players 2010 - Present
Vemo August 2009 - April 2010
PathSync, LLC February 2008 - August 2009
InterAct Public Safety Systems February 2006 - March 2008
MeasureUp 2000 - 2006
Skills
Microsoft SQL Server, .NET, Software Development
Education
The University of Georgia 1995 — 1998
Bachelor of Arts (BA), Journalism, Advertising
Christopher Feuerbach's Transamerica Experience March 2012 - March 2013
Job Treasury Analyst at 21st Century Oncology
Industry Financial Services
Experience
21st Century Oncology June 2014 - Present
Transamerica March 2012 - March 2013
Transamerica April 2010 - March 2012
State Street July 2008 - April 2010
Skills
Mutual Funds, Financial Analysis, Financial Reporting, Investments, Bloomberg, Securities, Equities, Financial Statements, GAAP, Mergers & Acquisitions, Derivatives, Finance
Education
University of Florida 2013 — 2014
Master of Business Administration (MBA), Finance
The University of Connecticut School of Business 2004 — 2008
B.S., Finance
21st Century Oncology June 2014 - Present
Transamerica March 2012 - March 2013
Transamerica April 2010 - March 2012
State Street July 2008 - April 2010
Skills
Mutual Funds, Financial Analysis, Financial Reporting, Investments, Bloomberg, Securities, Equities, Financial Statements, GAAP, Mergers & Acquisitions, Derivatives, Finance
Education
University of Florida 2013 — 2014
Master of Business Administration (MBA), Finance
The University of Connecticut School of Business 2004 — 2008
B.S., Finance
David Macmillan's Transamerica Experience June 2015 - Present
Job Chief Customer Experience Officer
Industry Financial Services
Experience
Transamerica June 2015 - Present
Aegon UK November 2011 - Present
Invocas Group January 2009 - November 2011
Barrie & Hibbert October 2007 - December 2008
Standard Life plc November 2005 - September 2007
Standard Life Bank December 1998 - November 2005
Skills
Financial Services, Stakeholder Management, Pensions, Change Management, Risk Management, Business Transformation, Relationship Management, Business Analysis, Investments, Strategy, Business Strategy, Program Management, New Business Development, Insurance, Strategic Planning, Account Management, Business Planning, Business Process..., Direct Marketing, Entrepreneurship, Management, Management Consulting, Market Research, Marketing Strategy, Marketing
Education
The University of Edinburgh 1986 — 1990
MA (Hons), History
The Open University 1994 — 1996
MBA, Business Administration
Transamerica June 2015 - Present
Aegon UK November 2011 - Present
Invocas Group January 2009 - November 2011
Barrie & Hibbert October 2007 - December 2008
Standard Life plc November 2005 - September 2007
Standard Life Bank December 1998 - November 2005
Skills
Financial Services, Stakeholder Management, Pensions, Change Management, Risk Management, Business Transformation, Relationship Management, Business Analysis, Investments, Strategy, Business Strategy, Program Management, New Business Development, Insurance, Strategic Planning, Account Management, Business Planning, Business Process..., Direct Marketing, Entrepreneurship, Management, Management Consulting, Market Research, Marketing Strategy, Marketing
Education
The University of Edinburgh 1986 — 1990
MA (Hons), History
The Open University 1994 — 1996
MBA, Business Administration
Paul Henry's Transamerica Experience 1998 - 2000
Job Managing Director for Clients & Products, The LIMRA LOMA Secure Retirement Institute
Industry Financial Services
Experience
LIMRA Managing Director Retirement Clients and ProductsLIMRA InternationalSeptember 2009 - Present
MassMutual Financial Group 2007 - 2009
John Hancock Life Insurance Company (U.S.A.) 2001 - 2007
John Hancock Retirement Plan Services 2001 - 2007
Manulife Financial 2001 - 2007
Scudder Investments 2000 - 2001
Zurich Scudder Investments 2000 - 2001
Transamerica 1998 - 2000
Charles Schwab 1995 - 1998
Wells Fargo 1989 - 1995
Skills
Product Development, Marketing, Vendor Relationships, Team Management, Investments, Insurance, Strategic Planning, Retirement, Financial Services, Business Strategy, Mutual Funds, Strategic Financial..., Mergers, Retirement Planning, Marketing Strategy, Mergers & Acquisitions, Management, Product Management, Analysis, Employee Benefits, Defined Contribution, Training, Series 7, Series 63, 401k, Wealth Management, Financial Planning
Education
London School of Economics and Political Science 1997 — 1997
Executive Management Program Certificate, Business Strategy
Valparaiso University 1976 — 1980
BA, History and Business
LIMRA Managing Director Retirement Clients and ProductsLIMRA InternationalSeptember 2009 - Present
MassMutual Financial Group 2007 - 2009
John Hancock Life Insurance Company (U.S.A.) 2001 - 2007
John Hancock Retirement Plan Services 2001 - 2007
Manulife Financial 2001 - 2007
Scudder Investments 2000 - 2001
Zurich Scudder Investments 2000 - 2001
Transamerica 1998 - 2000
Charles Schwab 1995 - 1998
Wells Fargo 1989 - 1995
Skills
Product Development, Marketing, Vendor Relationships, Team Management, Investments, Insurance, Strategic Planning, Retirement, Financial Services, Business Strategy, Mutual Funds, Strategic Financial..., Mergers, Retirement Planning, Marketing Strategy, Mergers & Acquisitions, Management, Product Management, Analysis, Employee Benefits, Defined Contribution, Training, Series 7, Series 63, 401k, Wealth Management, Financial Planning
Education
London School of Economics and Political Science 1997 — 1997
Executive Management Program Certificate, Business Strategy
Valparaiso University 1976 — 1980
BA, History and Business
Dirk Cantrell's Transamerica Experience 1973 - June 1977
Job Consultant
Industry Information Services
Experience
Self-Employed August 2012 - Present
Title First Agency February 2012 - August 2012
CBCInnovis 1990 - August 2012
CBC Companies August 1977 - August 2012
CBCInnovis Employment Screening Services (ESS) 1977 - August 2012
Transamerica 1973 - June 1977
Skills
Financial Services, Account Management, Finance, Leadership, Sales, Loan Origination, Financial Risk, Underwriting, FHA
Education
The Ohio State University Fisher College of Business 1977 — 1982
MBA, Accounting, Information Systems
The Ohio State University 1967 — 1971
B.S., Education
Self-Employed August 2012 - Present
Title First Agency February 2012 - August 2012
CBCInnovis 1990 - August 2012
CBC Companies August 1977 - August 2012
CBCInnovis Employment Screening Services (ESS) 1977 - August 2012
Transamerica 1973 - June 1977
Skills
Financial Services, Account Management, Finance, Leadership, Sales, Loan Origination, Financial Risk, Underwriting, FHA
Education
The Ohio State University Fisher College of Business 1977 — 1982
MBA, Accounting, Information Systems
The Ohio State University 1967 — 1971
B.S., Education
Amina Budhwani's Transamerica Experience July 2012 - Present
Job Transamerica
Industry Financial Services
Experience
Transamerica July 2012 - Present
Adobe Systems November 2010 - May 2012
Sony Computer Entertainment America (SCEA) 2009 - November 2010
Skills
Applicant Tracking..., Talent Acquisition, Employee Engagement, Human Resources, HRIS, Employee Relations
Education
Texas A&M University 2006 — 2009
BS, Human Resource Development
Transamerica July 2012 - Present
Adobe Systems November 2010 - May 2012
Sony Computer Entertainment America (SCEA) 2009 - November 2010
Skills
Applicant Tracking..., Talent Acquisition, Employee Engagement, Human Resources, HRIS, Employee Relations
Education
Texas A&M University 2006 — 2009
BS, Human Resource Development
Clarence Johnson's Transamerica Experience March 2014 - July 2015
Job Sales Manager at Service Corporation International
Industry Insurance
Experience
Service Corporation International July 2015 - Present
Transamerica March 2014 - July 2015
Mutual of Omaha March 2012 - February 2014
Mutual of Omaha August 2010 - June 2012
Hotline Delivery Systems 2007 - 2009
Skills
Insurance, Customer Satisfaction, Customer Service, Team Building, Sales Management, Coaching, Selling, Health Insurance, Long-term Care, Leadership, Sales, Disability Insurance, Term Life Insurance, Employee Benefits, Life Insurance, Whole Life, Fixed Annuities, Long Term Care Insurance, Critical Illness, Retirement Planning, 401k, Medicare, Workers Compensation, Underwriting, Management, Small Business, Marketing
Education
Texas A&M University-Commerce 1987 — 1991
Baptist Bible College 1984 — 1986
Service Corporation International July 2015 - Present
Transamerica March 2014 - July 2015
Mutual of Omaha March 2012 - February 2014
Mutual of Omaha August 2010 - June 2012
Hotline Delivery Systems 2007 - 2009
Skills
Insurance, Customer Satisfaction, Customer Service, Team Building, Sales Management, Coaching, Selling, Health Insurance, Long-term Care, Leadership, Sales, Disability Insurance, Term Life Insurance, Employee Benefits, Life Insurance, Whole Life, Fixed Annuities, Long Term Care Insurance, Critical Illness, Retirement Planning, 401k, Medicare, Workers Compensation, Underwriting, Management, Small Business, Marketing
Education
Texas A&M University-Commerce 1987 — 1991
Baptist Bible College 1984 — 1986
Bacary Sano's Transamerica Experience July 2013 - Present
Job Senior Accountant at Transamerica
Industry Accounting
Experience
Transamerica July 2013 - Present
McGladrey LLP October 2010 - June 2013
PricewaterhouseCoopers January 2007 - July 2009
DecisionOne January 2001 - October 2005
Skills
Auditing, Internal Controls, Financial Accounting, Accounting, GAAP, CPA, Microsoft Excel, Microsoft Word, External Audit, Financial Reporting, US GAAP, SEC filings, Financial Statements, Financial Audits, Sarbanes-Oxley Act, Assurance, Revenue Recognition, General Ledger, Cash Flow, QuickBooks, Financial Analysis, Internal Audit, Corporate Finance, Forecasting, Financial Services, Finance, Big 4, IFRS, Financial Modeling, Analysis, Banking, Strategic Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science (B.S.), Accounting
Cheikh Anta Diop University 1995 — 1999
Master of Science (M.S.), Economics
Transamerica July 2013 - Present
McGladrey LLP October 2010 - June 2013
PricewaterhouseCoopers January 2007 - July 2009
DecisionOne January 2001 - October 2005
Skills
Auditing, Internal Controls, Financial Accounting, Accounting, GAAP, CPA, Microsoft Excel, Microsoft Word, External Audit, Financial Reporting, US GAAP, SEC filings, Financial Statements, Financial Audits, Sarbanes-Oxley Act, Assurance, Revenue Recognition, General Ledger, Cash Flow, QuickBooks, Financial Analysis, Internal Audit, Corporate Finance, Forecasting, Financial Services, Finance, Big 4, IFRS, Financial Modeling, Analysis, Banking, Strategic Planning
Education
The Ohio State University - The Max M. Fisher College of Business 2002 — 2006
Bachelor of Science (B.S.), Accounting
Cheikh Anta Diop University 1995 — 1999
Master of Science (M.S.), Economics
William Tate's Transamerica Experience January 2011 - Present
Job Senior VP, Marketing at Transamerica
Industry Marketing and Advertising
Experience
Transamerica January 2011 - Present
Transamerica September 1997 - January 2011
Chubb Insurance 1992 - 1997
Skills
Insurance, Marketing, Product Development, Direct Marketing, Life Insurance, Fixed Annuities, Brand Management, Marketing Management, Marketing Strategy, Financial Services, Investments, Analytics, Time Management, Marketing Communications, CRM, Integrated Marketing, Strategy
Education
Texas Tech University 1979 — 1983
BA, Advertising, Marketing
Transamerica January 2011 - Present
Transamerica September 1997 - January 2011
Chubb Insurance 1992 - 1997
Skills
Insurance, Marketing, Product Development, Direct Marketing, Life Insurance, Fixed Annuities, Brand Management, Marketing Management, Marketing Strategy, Financial Services, Investments, Analytics, Time Management, Marketing Communications, CRM, Integrated Marketing, Strategy
Education
Texas Tech University 1979 — 1983
BA, Advertising, Marketing
Phillip Buchan's Transamerica Experience October 2015 - Present
Job Assistant Actuary at Transamerica
Industry Financial Services
Experience
Transamerica October 2015 - Present
Towers Watson June 2013 - October 2015
Humana April 2012 - June 2013
Humana July 2011 - April 2012
Humana July 2010 - July 2011
Humana 2009 - 2010
Flagpole Magazine 2006 - 2008
University of Georgia 2004 - 2008
Education
The University of Georgia 2003 — 2006
B.A., English
Transamerica October 2015 - Present
Towers Watson June 2013 - October 2015
Humana April 2012 - June 2013
Humana July 2011 - April 2012
Humana July 2010 - July 2011
Humana 2009 - 2010
Flagpole Magazine 2006 - 2008
University of Georgia 2004 - 2008
Education
The University of Georgia 2003 — 2006
B.A., English
Amy Bozic's Transamerica Experience February 2015 - Present
Job Business Development Manager at Transamerica
Industry Financial Services
Experience
Transamerica February 2015 - Present
Jackson National Life Distributors LLC January 2007 - Present
MetLife Investors January 2000 - January 2007
COVA Financial Services 1999 - 2000
Skills
Insurance, Variable Annuities, Wealth Management, Series 6, Investments, Series 7, Asset Allocation, FINRA, Financial Advisory, Financial Services, IRAs, Investment Advisory, Account Management, Long-term Care, Securities, Strategic Financial..., Asset Management, Estate Planning, Separately Managed..., Financial Planning, Series 63
Education
University of Southern California 2013 — 2015
Master of Communication Management, Communication Management
MBI 1986 — 1988
Bachelor of Arts
The University of Akron 1984 — 1986
Transamerica February 2015 - Present
Jackson National Life Distributors LLC January 2007 - Present
MetLife Investors January 2000 - January 2007
COVA Financial Services 1999 - 2000
Skills
Insurance, Variable Annuities, Wealth Management, Series 6, Investments, Series 7, Asset Allocation, FINRA, Financial Advisory, Financial Services, IRAs, Investment Advisory, Account Management, Long-term Care, Securities, Strategic Financial..., Asset Management, Estate Planning, Separately Managed..., Financial Planning, Series 63
Education
University of Southern California 2013 — 2015
Master of Communication Management, Communication Management
MBI 1986 — 1988
Bachelor of Arts
The University of Akron 1984 — 1986
Jenna Pak's Transamerica Experience January 2014 - May 2014
Job Consulting Analyst at Aon Inpoint
Industry Management Consulting
Experience
Aon Inpoint August 2014 - Present
Transamerica January 2014 - May 2014
Skills
Microsoft Excel
Education
The Johns Hopkins University 2010 — 2014
B.S., Applied Mathematics and Statistics
Aon Inpoint August 2014 - Present
Transamerica January 2014 - May 2014
Skills
Microsoft Excel
Education
The Johns Hopkins University 2010 — 2014
B.S., Applied Mathematics and Statistics
Denyse Lynch's Transamerica Experience December 2005 - Present
Job Agent at Transamerica
Industry Financial Services
Experience
Transamerica December 2005 - Present
Skills
Notary Public, licensed insurance agent
Education
The Johns Hopkins University 1998 — 2001
Bachelor of Science, Business and Management
Transamerica December 2005 - Present
Skills
Notary Public, licensed insurance agent
Education
The Johns Hopkins University 1998 — 2001
Bachelor of Science, Business and Management
Rebecca Crick's Transamerica Experience August 2012 - October 2013
Job Account Manager at Higginbotham
Industry Insurance
Experience
Higginbotham November 2013 - Present
Transamerica August 2012 - October 2013
Transamerica Financial Life Insurance Company July 2011 - August 2012
Skills
Insurance, Process Improvement, Access, Customer Service, Team Building, Business Analysis, Microsoft Excel, Analysis, Training, Team Leadership, Microsoft Office
Education
Texas Christian University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Higginbotham November 2013 - Present
Transamerica August 2012 - October 2013
Transamerica Financial Life Insurance Company July 2011 - August 2012
Skills
Insurance, Process Improvement, Access, Customer Service, Team Building, Business Analysis, Microsoft Excel, Analysis, Training, Team Leadership, Microsoft Office
Education
Texas Christian University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
john prevo's Transamerica Experience AVPTransamerica Life Insurance CompanyAVPTransamerica Life Insurance CompanyAVPTransamerica Life Insurance Company$
Job AVP at Transamerica Life Insurance Company
Industry Insurance
Experience
Transamerica AVPTransamerica Life Insurance CompanyAVPTransamerica Life Insurance CompanyAVPTransamerica Life Insurance Company$
Skills
Process Improvement, Underwriting, Life Insurance, Insurance, Claim, Risk Management, Team Building, Fixed Annuities, Property & Casualty..., Reinsurance, Health Insurance, Strategic Planning
Education
Southwest Texas State University
Bachelor of Arts (B.A.), Political Science and Government
Transamerica AVPTransamerica Life Insurance CompanyAVPTransamerica Life Insurance CompanyAVPTransamerica Life Insurance Company$
Skills
Process Improvement, Underwriting, Life Insurance, Insurance, Claim, Risk Management, Team Building, Fixed Annuities, Property & Casualty..., Reinsurance, Health Insurance, Strategic Planning
Education
Southwest Texas State University
Bachelor of Arts (B.A.), Political Science and Government
Liz Moseley's Transamerica Experience 1993 - 1996
Job Division Administrator at House Research Institute
Industry Research
Experience
House Research Institute July 1996 - October 2013
Transamerica 1993 - 1996
DAUM Commercial Real Estate Services 1988 - 1992
Bozell, Jacobs, Kenyon & Echhardt 1984 - 1988
Skills
Microsoft Word, Access, Adobe Acrobat, Office Management, Editing, Event Planning, Budget Monitoring, Facilities Management, Contract Management, Safety Management..., Employee Orientations, Microsoft Excel, Photoshop, Marketing, Administrative...
Education
The Art Institute of Portland 1974 — 1976
Associate of Arts (A.A.), Fashion/Apparel Design
House Research Institute July 1996 - October 2013
Transamerica 1993 - 1996
DAUM Commercial Real Estate Services 1988 - 1992
Bozell, Jacobs, Kenyon & Echhardt 1984 - 1988
Skills
Microsoft Word, Access, Adobe Acrobat, Office Management, Editing, Event Planning, Budget Monitoring, Facilities Management, Contract Management, Safety Management..., Employee Orientations, Microsoft Excel, Photoshop, Marketing, Administrative...
Education
The Art Institute of Portland 1974 — 1976
Associate of Arts (A.A.), Fashion/Apparel Design
Michael Zaman's Transamerica Experience June 1994 - December 1997
Job Senior Vice President Capital Markets & Syndications at Wells Fargo & Co.
Industry Capital Markets
Experience
Wells Fargo August 2008 - Present
AIG June 2006 - July 2008
UBS Investment Bank August 2004 - June 2006
GE Capital August 1999 - August 2004
Fleet Bank Boston January 1998 - August 1999
Transamerica June 1994 - December 1997
Boatmen's First National Bank August 1990 - June 1994
Skills
Capital Markets, Syndications, Corporate Finance, Credit Analysis, Investment Banking, Financial Accounting, Tax Accounting
Education
University of Kansas 1982 — 1987
Bachelor of Science (BS), Accounting
Wells Fargo August 2008 - Present
AIG June 2006 - July 2008
UBS Investment Bank August 2004 - June 2006
GE Capital August 1999 - August 2004
Fleet Bank Boston January 1998 - August 1999
Transamerica June 1994 - December 1997
Boatmen's First National Bank August 1990 - June 1994
Skills
Capital Markets, Syndications, Corporate Finance, Credit Analysis, Investment Banking, Financial Accounting, Tax Accounting
Education
University of Kansas 1982 — 1987
Bachelor of Science (BS), Accounting
Casey Woodruff's Transamerica Experience November 1997 - April 2003
Job Experienced Entrepreneur and Business Developer
Industry Recreational Facilities and Services
Experience
Planet Jump March 2006 - July 2014
Transamerica November 1997 - April 2003
Education
The University of Georgia
BS Home Economics, Hotel, Motel, and Restaurant Management/Business
Planet Jump March 2006 - July 2014
Transamerica November 1997 - April 2003
Education
The University of Georgia
BS Home Economics, Hotel, Motel, and Restaurant Management/Business
Ron Berdinsky's Transamerica Experience 1990 - 1995
Job Manager Finance Systems at AmerisourceBergen
Industry Financial Services
Experience
AmerisourceBergen October 2014 - Present
Resources Global Professionals August 2013 - September 2014
Safety-Kleen 2004 - June 2013
Robert Half Management Resources 2000 - 2004
Zurn Industries 1997 - 2000
Pearle Vision 1995 - 1997
Transamerica 1990 - 1995
Skills
SAP, Financial Modeling, Process Improvement, Accounting, General Ledger, Variance Analysis, Financial Accounting, Microsoft Excel, Operational Excellence, Accounts Payable, Access, PeopleSoft, Essbase, Data Mining, Visual Basic, SharePoint, Account Reconciliation, Analysis, Accounts Receivable, Finance, Auditing, Forecasting, Budgets, Internal Audit, Cash Flow, Sarbanes-Oxley Act, Cost Accounting, Financial Reporting, Fixed Assets, Financial Analysis, Internal Controls, Leadership
Education
The University of Texas at Dallas 1999 — 2001
Master of Business Administration (MBA), Management Information Systems
Texas State University-San Marcos
Bachelor of Business Administration (BBA), Accounting and Business/Management
AmerisourceBergen October 2014 - Present
Resources Global Professionals August 2013 - September 2014
Safety-Kleen 2004 - June 2013
Robert Half Management Resources 2000 - 2004
Zurn Industries 1997 - 2000
Pearle Vision 1995 - 1997
Transamerica 1990 - 1995
Skills
SAP, Financial Modeling, Process Improvement, Accounting, General Ledger, Variance Analysis, Financial Accounting, Microsoft Excel, Operational Excellence, Accounts Payable, Access, PeopleSoft, Essbase, Data Mining, Visual Basic, SharePoint, Account Reconciliation, Analysis, Accounts Receivable, Finance, Auditing, Forecasting, Budgets, Internal Audit, Cash Flow, Sarbanes-Oxley Act, Cost Accounting, Financial Reporting, Fixed Assets, Financial Analysis, Internal Controls, Leadership
Education
The University of Texas at Dallas 1999 — 2001
Master of Business Administration (MBA), Management Information Systems
Texas State University-San Marcos
Bachelor of Business Administration (BBA), Accounting and Business/Management
Jeffrey Storch's Transamerica Experience November 2013 - Present
Job Customer Care Representative at Transamerica
Industry Investment Management
Experience
Transamerica November 2013 - Present
Aetna March 2013 - November 2013
The Ohio State University June 2010 - August 2012
Subway June 2007 - June 2011
Skills
Food, Time Management, Data Entry, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Teamwork, Research, Access, Data Analysis, Critical Thinking, Public Speaking, Outlook, Leadership, Social Media, Telephone Skills, SPSS
Education
The Ohio State University 2008 — 2012
Bachelor of Arts (B.A.), Geography
Transamerica November 2013 - Present
Aetna March 2013 - November 2013
The Ohio State University June 2010 - August 2012
Subway June 2007 - June 2011
Skills
Food, Time Management, Data Entry, PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Teamwork, Research, Access, Data Analysis, Critical Thinking, Public Speaking, Outlook, Leadership, Social Media, Telephone Skills, SPSS
Education
The Ohio State University 2008 — 2012
Bachelor of Arts (B.A.), Geography
Scott Kietzer's Transamerica Experience June 2011 - March 2013
Job Account Executive at The Bradsby Group
Industry Staffing and Recruiting
Experience
The Bradsby Group June 2013 - Present
Transamerica June 2011 - March 2013
Enterprise Rent-A-Car July 2007 - March 2011
Education
University of Kansas 2001 — 2007
Bachelor of Arts (BA), Psychology
The Bradsby Group June 2013 - Present
Transamerica June 2011 - March 2013
Enterprise Rent-A-Car July 2007 - March 2011
Education
University of Kansas 2001 — 2007
Bachelor of Arts (BA), Psychology
Andrew Zhong's Transamerica Experience May 2015 - Present
Job Actuarial Intern Risk/Model Validation at Transamerica
Industry
Experience
Transamerica May 2015 - Present
Johns Hopkins University September 2013 - May 2015
Berman McAleer, Inc. January 2014 - August 2014
UPSPRING, LLC May 2013 - September 2013
Skills
Actuarial Science, Matlab, Microsoft Excel, Statistics, Financial Analysis, Econometrics, Probability, Java, R, VBA, Stata, Python, Microeconomics, Macroeconomics
Education
The Johns Hopkins University 2015 — 2016
Master’s Degree, Financial Mathematics
The Johns Hopkins University 2011 — 2015
Bachelor's Degree, Applied Mathematics & Statistics, Economics
Transamerica May 2015 - Present
Johns Hopkins University September 2013 - May 2015
Berman McAleer, Inc. January 2014 - August 2014
UPSPRING, LLC May 2013 - September 2013
Skills
Actuarial Science, Matlab, Microsoft Excel, Statistics, Financial Analysis, Econometrics, Probability, Java, R, VBA, Stata, Python, Microeconomics, Macroeconomics
Education
The Johns Hopkins University 2015 — 2016
Master’s Degree, Financial Mathematics
The Johns Hopkins University 2011 — 2015
Bachelor's Degree, Applied Mathematics & Statistics, Economics
Sally Lassen-Krzykos, CLU's Transamerica Experience 1985 - 1991
Job Registered Representative
Industry Financial Services
Experience
Voya Financial 1997 - Present
BMA Financial Services 1991 - 1997
Transamerica 1985 - 1991
Education
University of Nebraska-Lincoln 1977 — 1982
Bachelor's of Science in Education
The American College
Chartered Life Underwriter
Voya Financial 1997 - Present
BMA Financial Services 1991 - 1997
Transamerica 1985 - 1991
Education
University of Nebraska-Lincoln 1977 — 1982
Bachelor's of Science in Education
The American College
Chartered Life Underwriter
Craig McCrindle's Transamerica Experience May 2001 - July 2007
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2008 - Present
RiverSource July 2007 - May 2008
Transamerica May 2001 - July 2007
United States Marine Corps 1989 - 1994
Skills
Asset Allocation, Retirement Planning, Investments, Mutual Funds, Wealth Management, Retirement, Series 7, Series 63, Financial Advisory, Investment Strategies, Finance, Portfolio Management, Fixed Annuities, 401k, Investment Advisory, Insurance, Financial Services, Alternative Investments
Education
Texas A&M University 1984 — 1988
Bachelor of Arts (B.A.), Politcal Science
Wells Fargo Advisors May 2008 - Present
RiverSource July 2007 - May 2008
Transamerica May 2001 - July 2007
United States Marine Corps 1989 - 1994
Skills
Asset Allocation, Retirement Planning, Investments, Mutual Funds, Wealth Management, Retirement, Series 7, Series 63, Financial Advisory, Investment Strategies, Finance, Portfolio Management, Fixed Annuities, 401k, Investment Advisory, Insurance, Financial Services, Alternative Investments
Education
Texas A&M University 1984 — 1988
Bachelor of Arts (B.A.), Politcal Science
Don Nix's Transamerica Experience February 1980 - March 1981
Job Dealer Placement Manager at FCA Fiat Chrysler Automobiles
Industry Automotive
Experience
FCA Fiat Chrysler Automobiles January 1993 - Present
FCA Fiat Chrysler Automobiles January 1992 - January 1993
FCA Fiat Chrysler Automobiles March 1990 - January 1992
FCA Fiat Chrysler Automobiles April 1983 - March 1990
Transamerica February 1980 - March 1981
Skills
Management, Automotive, Negotiation, Sales Management, Project Management, Continuous Improvement
Education
University of Georgia - Terry College of Business 1981 — 1982
Master of Business Administration (MBA), Marketing/Marketing Management, General
The University of Georgia 1975 — 1979
Bachelor of Business Administration (BBA), Insurance and Risk Management
FCA Fiat Chrysler Automobiles January 1993 - Present
FCA Fiat Chrysler Automobiles January 1992 - January 1993
FCA Fiat Chrysler Automobiles March 1990 - January 1992
FCA Fiat Chrysler Automobiles April 1983 - March 1990
Transamerica February 1980 - March 1981
Skills
Management, Automotive, Negotiation, Sales Management, Project Management, Continuous Improvement
Education
University of Georgia - Terry College of Business 1981 — 1982
Master of Business Administration (MBA), Marketing/Marketing Management, General
The University of Georgia 1975 — 1979
Bachelor of Business Administration (BBA), Insurance and Risk Management
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO