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
Andrea Weibel Andrea Weibel's Transamerica Experience April 2015 - Present
Job Internal Wholesaler at Transamerica
Industry Financial Services
Experience
Transamerica April 2015 - Present
Transamerica Capital, Inc. June 2014 - March 2015
Private Nanny August 2013 - May 2014
ADP March 2014 - April 2014
Havenly August 2013 - March 2014
T'Da Design and Production December 2012 - August 2013
Governor's Ranch Pool May 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, PowerPoint, Social Media, Public Relations, Time Management, Community Outreach, Event Planning, Advertising, Social Media Marketing, Training, Facebook
Education
University of Colorado Boulder 2010 — 2014
Bachelor of Arts (B.A.), Communication, General
Transamerica April 2015 - Present
Transamerica Capital, Inc. June 2014 - March 2015
Private Nanny August 2013 - May 2014
ADP March 2014 - April 2014
Havenly August 2013 - March 2014
T'Da Design and Production December 2012 - August 2013
Governor's Ranch Pool May 2011 - September 2011
Skills
Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, PowerPoint, Social Media, Public Relations, Time Management, Community Outreach, Event Planning, Advertising, Social Media Marketing, Training, Facebook
Education
University of Colorado Boulder 2010 — 2014
Bachelor of Arts (B.A.), Communication, General
Chris Dahle Chris Dahle's Transamerica Experience October 2014 - Present
Job Internal Wholesaler EJ
Industry Financial Services
Experience
Transamerica October 2014 - Present
Transamerica October 2013 - October 2014
Transamerica April 2012 - November 2013
Transamerica April 2010 - April 2012
URrelay May 2009 - March 2010
University of Dubuque September 2005 - December 2007
PRC, LLC June 2006 - August 2006
Education
University of Dubuque 2005 — 2010
Bachelor of Business Administration (BBA), Business
Transamerica October 2014 - Present
Transamerica October 2013 - October 2014
Transamerica April 2012 - November 2013
Transamerica April 2010 - April 2012
URrelay May 2009 - March 2010
University of Dubuque September 2005 - December 2007
PRC, LLC June 2006 - August 2006
Education
University of Dubuque 2005 — 2010
Bachelor of Business Administration (BBA), Business
Josh Emly's Transamerica Experience December 2013 - February 2015
Job Project/Product Manager
Industry Financial Services
Experience
The Agency, Inc. August 2015 - Present
Hanes Geo Components March 2015 - May 2015
Transamerica December 2013 - February 2015
Transamerica Retirement Solutions December 2007 - December 2013
Skills
Financial Services, Retirement, Relationship Management, 401k, Project Management, Customer Service, Insurance, Asset Management
Education
University of Cincinnati College of Business 2004 — 2007
Bachelor's degree, Operations Management and Supervision
University of Cincinnati College of Business 2003 — 2007
Bachelor of Business Administration (BBA)
The Agency, Inc. August 2015 - Present
Hanes Geo Components March 2015 - May 2015
Transamerica December 2013 - February 2015
Transamerica Retirement Solutions December 2007 - December 2013
Skills
Financial Services, Retirement, Relationship Management, 401k, Project Management, Customer Service, Insurance, Asset Management
Education
University of Cincinnati College of Business 2004 — 2007
Bachelor's degree, Operations Management and Supervision
University of Cincinnati College of Business 2003 — 2007
Bachelor of Business Administration (BBA)
Ashley Koop Ashley Koop's Transamerica Experience July 2014 - Present
Job Internal Wholesaler
Industry Investment Management
Experience
Transamerica July 2014 - Present
Transamerica February 2013 - Present
Koop Auto Transport January 2007 - Present
Tavern Hospitality Group June 2011 - January 2013
ROLINC Staffing July 2012 - October 2012
Olive Garden January 2008 - January 2011
Skills
Writing, Microsoft Office, Interview Preparation, Interviews, Receptionist Duties, Customer Service, Payroll, Deposits, Invoicing, Data Entry
Education
University of Colorado Boulder 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), English Language and Literature/Letters
Transamerica July 2014 - Present
Transamerica February 2013 - Present
Koop Auto Transport January 2007 - Present
Tavern Hospitality Group June 2011 - January 2013
ROLINC Staffing July 2012 - October 2012
Olive Garden January 2008 - January 2011
Skills
Writing, Microsoft Office, Interview Preparation, Interviews, Receptionist Duties, Customer Service, Payroll, Deposits, Invoicing, Data Entry
Education
University of Colorado Boulder 2007 — 2011
Bachelor of Applied Science (B.A.Sc.), English Language and Literature/Letters
Randall Brennan Randall Brennan's Transamerica Experience February 1986 - September 1986
Job REALTOR, MCNE, CMHS, CDPE, CIAS, ePRO Representing buyers, sellers and investors in the southern Denver area.
Industry Real Estate
Experience
currently representing Equity Colorado April 1996 - Present
Self-employed January 1992 - January 1997
University of Colorado Health Sciences Center September 1986 - January 1992
Transamerica February 1986 - September 1986
Empire Savings and Loan June 1983 - January 1986
Skills
Real Estate, Brokerage, Negotiation, Short Sales, Buyer Representation, Seller Representation, Transaction Management, First Time Home Buyers, Buyers, Sellers, Foreclosures, REO, Single Family Homes, Residential Homes, Investment Properties, New Home Sales, Investments, FHA, Relocation, Listings, Investors, Mortgage Lending, Referrals, Property, Selling, Real Estate Transactions, Condos, Real Property, Move Up Buyers, Townhomes, New Homes, Luxury, Marketing, Management, Sales
Education
University of Colorado Boulder 1979 — 1983
BS, Finance
Fairview High School 1976 — 1979
currently representing Equity Colorado April 1996 - Present
Self-employed January 1992 - January 1997
University of Colorado Health Sciences Center September 1986 - January 1992
Transamerica February 1986 - September 1986
Empire Savings and Loan June 1983 - January 1986
Skills
Real Estate, Brokerage, Negotiation, Short Sales, Buyer Representation, Seller Representation, Transaction Management, First Time Home Buyers, Buyers, Sellers, Foreclosures, REO, Single Family Homes, Residential Homes, Investment Properties, New Home Sales, Investments, FHA, Relocation, Listings, Investors, Mortgage Lending, Referrals, Property, Selling, Real Estate Transactions, Condos, Real Property, Move Up Buyers, Townhomes, New Homes, Luxury, Marketing, Management, Sales
Education
University of Colorado Boulder 1979 — 1983
BS, Finance
Fairview High School 1976 — 1979
Steven Zeng Steven Zeng's Transamerica Experience January 2015 - Present
Job Financial Analyst/ Accountant at Peak 10 Publishing LLC
Industry Financial Services
Experience
Transamerica January 2015 - Present
Peak 10 Publishing LLC September 2014 - Present
Aaron, Bell International, Inc. February 2015 - April 2015
Guosen Securities July 2013 - August 2013
Bank of China July 2011 - September 2011
Skills
Microsoft Office, Leadership, Microsoft Excel, Public Speaking, Microsoft Word, Social Media, PowerPoint, Management, Research, Strategic Planning, Marketing, Project Management, Team Leadership, Team Building, Training, Event Planning, Corporate Finance, Investment Banking, Management Accounting
Education
University of Denver 2014 — 2015
Master of Business Administration (MBA), Finance, General
University of Denver - Daniels College of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance
Transamerica January 2015 - Present
Peak 10 Publishing LLC September 2014 - Present
Aaron, Bell International, Inc. February 2015 - April 2015
Guosen Securities July 2013 - August 2013
Bank of China July 2011 - September 2011
Skills
Microsoft Office, Leadership, Microsoft Excel, Public Speaking, Microsoft Word, Social Media, PowerPoint, Management, Research, Strategic Planning, Marketing, Project Management, Team Leadership, Team Building, Training, Event Planning, Corporate Finance, Investment Banking, Management Accounting
Education
University of Denver 2014 — 2015
Master of Business Administration (MBA), Finance, General
University of Denver - Daniels College of Business 2010 — 2014
Bachelor of Science in Business Administration, Finance
Alex DiPasquale, ChFC, FLMI's Transamerica Experience May 2015 - Present
Job Scrum Master at Transamerica
Industry Computer Software
Experience
Transamerica May 2015 - Present
Transamerica May 2012 - Present
Insurance Technologies August 2006 - February 2012
AEGON April 2001 - April 2002
MetLife 2000 - 2000
Metropolitan Life Insurance Company 1996 - 2000
MetLife 1995 - 1996
MetLife Brokerage 1993 - 1995
MetLife Financial Services 1987 - 1993
Metropolitan Life Insurance Company 1984 - 1987
Skills
Compliance, Insurance, Writing, Administration, Business Analysis, Requirements Analysis, Excel, Strategic Planning, Life Insurance, Marketing, Microsoft Excel, Variable Annuities, Fixed Annuities, Sales, System Administration, Management, Analysis, Software Development, Training, Testing, Mutual Funds, Process Improvement, Software Documentation, Vendor Management, Program Management, SDLC, Requirements Gathering, Visio, Business Requirements, Quality Assurance, Financial Services, User Acceptance Testing, Software Project..., CRM, Agile Methodologies, Software Quality..., Change Management, PMP, Risk Management, Business Intelligence, IT Strategy, Requirements Management
Education
University of Colorado at Colorado Springs 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Transamerica May 2015 - Present
Transamerica May 2012 - Present
Insurance Technologies August 2006 - February 2012
AEGON April 2001 - April 2002
MetLife 2000 - 2000
Metropolitan Life Insurance Company 1996 - 2000
MetLife 1995 - 1996
MetLife Brokerage 1993 - 1995
MetLife Financial Services 1987 - 1993
Metropolitan Life Insurance Company 1984 - 1987
Skills
Compliance, Insurance, Writing, Administration, Business Analysis, Requirements Analysis, Excel, Strategic Planning, Life Insurance, Marketing, Microsoft Excel, Variable Annuities, Fixed Annuities, Sales, System Administration, Management, Analysis, Software Development, Training, Testing, Mutual Funds, Process Improvement, Software Documentation, Vendor Management, Program Management, SDLC, Requirements Gathering, Visio, Business Requirements, Quality Assurance, Financial Services, User Acceptance Testing, Software Project..., CRM, Agile Methodologies, Software Quality..., Change Management, PMP, Risk Management, Business Intelligence, IT Strategy, Requirements Management
Education
University of Colorado at Colorado Springs 2007 — 2011
Bachelor's degree, Business Administration and Management, General
Tatianna Sobers's Transamerica Experience July 2014 - June 2015
Job Marketing Specialist Intern at BIC Graphic
Industry Marketing and Advertising
Experience
BIC Graphic USA August 2015 - Present
Transamerica July 2014 - June 2015
Banana Republic / Gap Inc. November 2010 - February 2014
Skills
Customer Service, Facebook, Sales, Time Management, Microsoft Office, Marketing, Social Networking, Event Planning
Education
University of South Florida 2011 — 2015
Bachelor of Science (B.S.), International Business
University of Exeter
Global Enterprise
BIC Graphic USA August 2015 - Present
Transamerica July 2014 - June 2015
Banana Republic / Gap Inc. November 2010 - February 2014
Skills
Customer Service, Facebook, Sales, Time Management, Microsoft Office, Marketing, Social Networking, Event Planning
Education
University of South Florida 2011 — 2015
Bachelor of Science (B.S.), International Business
University of Exeter
Global Enterprise
Vincent Gagliano's Transamerica Experience July 2012 - November 2012
Job Underwriter at Service Finance Company, LLC
Industry Financial Services
Experience
Service Finance Company, LLC February 2014 - Present
AFLAC May 2013 - January 2014
EducationSource April 2012 - April 2013
Transamerica July 2012 - November 2012
Education Solutions, LLC (dba Sylvan Learning Centers) December 2011 - June 2012
Our Lady Queen of Heaven Catholic Church May 2008 - August 2010
Dr. J. David Pitcher, University of Miami May 2010 - June 2010
Gainesville Student Business Services Co-op LLC January 2010 - April 2010
Independent Florida Alligator August 2007 - December 2007
Imperial Point Medical Center May 2005 - August 2007
Education
University of Florida 2007 — 2011
Bachelor of Science (both), Statistics, Mathematics
Westminster Academy
Service Finance Company, LLC February 2014 - Present
AFLAC May 2013 - January 2014
EducationSource April 2012 - April 2013
Transamerica July 2012 - November 2012
Education Solutions, LLC (dba Sylvan Learning Centers) December 2011 - June 2012
Our Lady Queen of Heaven Catholic Church May 2008 - August 2010
Dr. J. David Pitcher, University of Miami May 2010 - June 2010
Gainesville Student Business Services Co-op LLC January 2010 - April 2010
Independent Florida Alligator August 2007 - December 2007
Imperial Point Medical Center May 2005 - August 2007
Education
University of Florida 2007 — 2011
Bachelor of Science (both), Statistics, Mathematics
Westminster Academy
Meaghan Darvin Meaghan Darvin's Transamerica Experience June 2015 - Present
Job Senior Workflow Management Specialist at Transamerica
Industry Financial Services
Experience
Transamerica June 2015 - Present
Transamerica 2014 - June 2015
Transamerica August 2013 - September 2014
The Walt Disney Company May 2011 - June 2013
Skills
Microsoft Office, Event Planning, Customer Service, Leadership, Public Speaking
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Science (B.S.), Economics
Corvinus University 2010 — 2010
Transamerica June 2015 - Present
Transamerica 2014 - June 2015
Transamerica August 2013 - September 2014
The Walt Disney Company May 2011 - June 2013
Skills
Microsoft Office, Event Planning, Customer Service, Leadership, Public Speaking
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Science (B.S.), Economics
Corvinus University 2010 — 2010
Kevin Burnett.Kevin Kevin Burnett.Kevin's Transamerica Experience 2000 - 2001
Job Financial Advisor at SunTrust Investment Services Inc
Industry
Experience
SunTrust Investment Services Inc November 2007 - Present
BB&T 2005 - 2007
BB&T 2005 - 2007
Jackson 2001 - 2002
Transamerica 2000 - 2001
Prudential Financial 1996 - 2000
Skills
Asset Management
Education
University of Connecticut 1990 — 1994
B.A. Communication Arts
SunTrust Investment Services Inc November 2007 - Present
BB&T 2005 - 2007
BB&T 2005 - 2007
Jackson 2001 - 2002
Transamerica 2000 - 2001
Prudential Financial 1996 - 2000
Skills
Asset Management
Education
University of Connecticut 1990 — 1994
B.A. Communication Arts
Kelly Fox's Transamerica Experience December 2010 - June 2013
Job Partner at Elysian Capital Markets Group, LLC
Industry Financial Services
Experience
Elysian Capital Markets Group, LLC September 2014 - Present
Vertical Capital Markets Group, LLC June 2013 - September 2014
Transamerica December 2010 - June 2013
Transamerica May 2009 - December 2010
Transamerica May 2008 - May 2009
Transamerica March 2006 - May 2008
Pottery Barn Kids 2002 - 2007
Bath & Body Works 1999 - 2002
Skills
Investments, Mutual Funds, Retirement, Insurance, Retirement Planning, Financial Services, Series 6, Life Insurance, Series 63, Relationship Management, Sales Management, Business Development, IRAs, Variable Annuities, New Business Development, Sales, Building Relationships, Marketing, Finance, Asset Allocation, Webinars, Financial Planners, Securities, FINRA, Webinar Development, Long-term Care, Salesforce.com, Business Relationship..., Sales Presentations, Webinar, Webinar Management, Key Account Management, Key Account Development, Series 26, Alternative Investments, Management, Strategic Leadership, Business Planning, Financial Planning
Education
University of Colorado at Denver 1999 — 2005
Bachelor of Science Business Administration (B.B.A.), Marketing
Elysian Capital Markets Group, LLC September 2014 - Present
Vertical Capital Markets Group, LLC June 2013 - September 2014
Transamerica December 2010 - June 2013
Transamerica May 2009 - December 2010
Transamerica May 2008 - May 2009
Transamerica March 2006 - May 2008
Pottery Barn Kids 2002 - 2007
Bath & Body Works 1999 - 2002
Skills
Investments, Mutual Funds, Retirement, Insurance, Retirement Planning, Financial Services, Series 6, Life Insurance, Series 63, Relationship Management, Sales Management, Business Development, IRAs, Variable Annuities, New Business Development, Sales, Building Relationships, Marketing, Finance, Asset Allocation, Webinars, Financial Planners, Securities, FINRA, Webinar Development, Long-term Care, Salesforce.com, Business Relationship..., Sales Presentations, Webinar, Webinar Management, Key Account Management, Key Account Development, Series 26, Alternative Investments, Management, Strategic Leadership, Business Planning, Financial Planning
Education
University of Colorado at Denver 1999 — 2005
Bachelor of Science Business Administration (B.B.A.), Marketing
Amy Pantini Hubbard Amy Pantini Hubbard's Transamerica Experience March 2013 - November 2013
Job Reliable Caring Pet Sitter
Industry Hospitality
Experience
Plaid Pajama Pet Services April 2014 - Present
H & R Block January 2011 - January 2015
Transamerica March 2013 - November 2013
Comcast July 2011 - December 2011
World Group Securities March 2010 - April 2011
Effective Automation Solutions April 2009 - May 2010
Bank of the West/Banc West Investments March 2008 - February 2009
Morgan Stanley May 2007 - February 2008
Skills
Accounting, Bookkeeping, CRM, Depreciation, Employee Training, Financial Analysis, Financial Services, Investments, Management, Python, Sales, Securities, Sarbanes-Oxley Act, Tax, Social Media, Analysis, Time Management, Finance, Training, Banking, Small Business, Financial Advisory, Leadership, Strategic Financial..., Marketing, Marketing Strategy, Microsoft Office, Budgets, Financial Planning
Education
Mount Mercy University
BA, Social Work
University of Dubuque
Plaid Pajama Pet Services April 2014 - Present
H & R Block January 2011 - January 2015
Transamerica March 2013 - November 2013
Comcast July 2011 - December 2011
World Group Securities March 2010 - April 2011
Effective Automation Solutions April 2009 - May 2010
Bank of the West/Banc West Investments March 2008 - February 2009
Morgan Stanley May 2007 - February 2008
Skills
Accounting, Bookkeeping, CRM, Depreciation, Employee Training, Financial Analysis, Financial Services, Investments, Management, Python, Sales, Securities, Sarbanes-Oxley Act, Tax, Social Media, Analysis, Time Management, Finance, Training, Banking, Small Business, Financial Advisory, Leadership, Strategic Financial..., Marketing, Marketing Strategy, Microsoft Office, Budgets, Financial Planning
Education
Mount Mercy University
BA, Social Work
University of Dubuque
Mac Bolling Mac Bolling's Transamerica Experience June 2014 - July 2015
Job Operations Manager at Harbor Bay Supply & Co
Industry Financial Services
Experience
Harbor Bay Supply & Co September 2015 - Present
Transamerica June 2014 - July 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Science (BS), Economics
Harbor Bay Supply & Co September 2015 - Present
Transamerica June 2014 - July 2015
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Teaching, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation
Education
University of Colorado Boulder 2011 — 2015
Bachelor of Science (BS), Economics
Annette Sauerbry Annette Sauerbry's Transamerica Experience October 2009 - Present
Job Accounting & ControlsReceivables at Transamerica
Industry Insurance
Experience
Transamerica October 2009 - Present
Transamerica December 2006 - October 2009
Skills
Accounts Receivable, Insurance, Life Insurance, Process Improvement, Team Building, Agency Services, Accounting, Training, Organizing Meetings, Reporting & Analysis, Employee Benefits, Organizational..., Office Administration, Call Centers, Term Life Insurance, Customer Service
Education
Upper Iowa University 2008 — 2010
Bachelor's degree, Business Administration and Management, General
University of Dubuque 1978 — 1980
Accounting and Business/Management
Transamerica October 2009 - Present
Transamerica December 2006 - October 2009
Skills
Accounts Receivable, Insurance, Life Insurance, Process Improvement, Team Building, Agency Services, Accounting, Training, Organizing Meetings, Reporting & Analysis, Employee Benefits, Organizational..., Office Administration, Call Centers, Term Life Insurance, Customer Service
Education
Upper Iowa University 2008 — 2010
Bachelor's degree, Business Administration and Management, General
University of Dubuque 1978 — 1980
Accounting and Business/Management
Samantha Rinier's Transamerica Experience May 2013 - Present
Job Accounting at Transamerica
Industry Accounting
Experience
Transamerica May 2013 - Present
Manheim Central Florida Auto Auction February 2012 - January 2013
Manheim February 2009 - January 2012
Skills
Account Reconciliation, Balance Sheet, Financial Analysis, Access, AS400 system, Outlook
Education
University of Central Florida 2008 — 2011
BSBA, Accounting
Transamerica May 2013 - Present
Manheim Central Florida Auto Auction February 2012 - January 2013
Manheim February 2009 - January 2012
Skills
Account Reconciliation, Balance Sheet, Financial Analysis, Access, AS400 system, Outlook
Education
University of Central Florida 2008 — 2011
BSBA, Accounting
JoyAnn Ruscha's Transamerica Experience September 2014 - January 2015
Job Strategic Communications & Marketing
Industry Marketing and Advertising
Experience
J. Ruscha Communications. July 2011 - Present
Transamerica September 2014 - January 2015
McGhee Productivity Solutions January 2013 - October 2013
Ombudsman Educational Services August 2011 - May 2013
Denver Public Schools 2009 - 2010
Laradon Hall October 2008 - August 2009
J. Lloyd International February 2003 - May 2008
Education
University of Colorado at Denver 2009 — 2011
Graduate Urban Community Teacher Education Licensure, 4.0
University of Northern Colorado
B.A., Political Science, 3.8
J. Ruscha Communications. July 2011 - Present
Transamerica September 2014 - January 2015
McGhee Productivity Solutions January 2013 - October 2013
Ombudsman Educational Services August 2011 - May 2013
Denver Public Schools 2009 - 2010
Laradon Hall October 2008 - August 2009
J. Lloyd International February 2003 - May 2008
Education
University of Colorado at Denver 2009 — 2011
Graduate Urban Community Teacher Education Licensure, 4.0
University of Northern Colorado
B.A., Political Science, 3.8
Devon Lewis Devon Lewis's Transamerica Experience August 2014 - Present
Job Financial Adviser / Director of Hiring for Transamerica Inc / Music Producer /
Industry Financial Services
Experience
AYODLO Music Group May 2009 - Present
Care Free Society Clothing May 2011 - Present
Transamerica August 2014 - Present
Skills
POP, Music Production, Music Publishing, Financial Advisory, Strategic Financial..., Financial Planners, Financial Risk, Financial Modeling, Financial Reporting, Hiring, Hiring Employees, Sales Hiring
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (BA), Communication
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
AYODLO Music Group May 2009 - Present
Care Free Society Clothing May 2011 - Present
Transamerica August 2014 - Present
Skills
POP, Music Production, Music Publishing, Financial Advisory, Strategic Financial..., Financial Planners, Financial Risk, Financial Modeling, Financial Reporting, Hiring, Hiring Employees, Sales Hiring
Education
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (BA), Communication
University of California, Santa Barbara 2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies
Jeff Ashworth, CRPS® Jeff Ashworth, CRPS®'s Transamerica Experience March 2011 - November 2012
Job Retirement Services Account Executive Helping companies develop successful retirement plan programs for their employees
Industry Financial Services
Experience
The ABD Team March 2014 - Present
Morgan Stanley Wealth Management December 2012 - March 2014
Transamerica March 2011 - November 2012
401 Plans 2010 - 2011
Davie Brown Entertainment 2010 - 2010
Nordstrom 2007 - 2009
Google 2002 - 2006
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2009
Bachelor, Marketing, Operations & Information Management
Palo Alto High School 2002 — 2006
The ABD Team March 2014 - Present
Morgan Stanley Wealth Management December 2012 - March 2014
Transamerica March 2011 - November 2012
401 Plans 2010 - 2011
Davie Brown Entertainment 2010 - 2010
Nordstrom 2007 - 2009
Google 2002 - 2006
Education
University of Colorado Boulder - Leeds School of Business 2006 — 2009
Bachelor, Marketing, Operations & Information Management
Palo Alto High School 2002 — 2006
Rich Lessirard Rich Lessirard's Transamerica Experience 2008 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Fidelity Investments 2012 - Present
American Beacon Advisors 2010 - 2012
Transamerica 2008 - 2010
MFS Investment Management 1990 - 2008
Skills
Series 7, Series 63, Series 66
Education
University of Florida 1974 — 1978
B.A.., Liberal Arts
Martin Luther High School
Martin Luther High School
Fidelity Investments 2012 - Present
American Beacon Advisors 2010 - 2012
Transamerica 2008 - 2010
MFS Investment Management 1990 - 2008
Skills
Series 7, Series 63, Series 66
Education
University of Florida 1974 — 1978
B.A.., Liberal Arts
Martin Luther High School
Martin Luther High School
Christopher Stenger Christopher Stenger's Transamerica Experience March 2005 - February 2007
Job Manager of Graphic Design and Brand Standards at DecoArt
Industry Graphic Design
Experience
DecoArt June 2015 - Present
LM Restaurants March 2011 - May 2015
e design January 2009 - March 2011
Nestle February 2007 - October 2008
Transamerica March 2005 - February 2007
TrialGraphix June 2004 - February 2005
Transamerica May 2002 - June 2004
Skills
Graphic Design, Art Direction, Marketing Communications, Adobe C, Project Management, Illustration, Photography, Management, Creative Direction, Creative Strategy, Corporate Identity, Pre-press, Layout, Graphics, Packaging, Brochures, User Experience, Marketing Strategy, Brand Management, WordPress, Marketing, Corporate Branding, Newsletters, Branding & Identity, Illustrator, Brand Development, Adobe Acrobat, Logo Design, QuarkXPress, Concept Development, Visual Communication, Typography, Catalogs, Adobe Creative Suite, InDesign, Direct Mail, Email Marketing, Art, Mac, Web Design
Education
University of Cincinnati 1994 — 1999
BFA, Fine Arts
DecoArt June 2015 - Present
LM Restaurants March 2011 - May 2015
e design January 2009 - March 2011
Nestle February 2007 - October 2008
Transamerica March 2005 - February 2007
TrialGraphix June 2004 - February 2005
Transamerica May 2002 - June 2004
Skills
Graphic Design, Art Direction, Marketing Communications, Adobe C, Project Management, Illustration, Photography, Management, Creative Direction, Creative Strategy, Corporate Identity, Pre-press, Layout, Graphics, Packaging, Brochures, User Experience, Marketing Strategy, Brand Management, WordPress, Marketing, Corporate Branding, Newsletters, Branding & Identity, Illustrator, Brand Development, Adobe Acrobat, Logo Design, QuarkXPress, Concept Development, Visual Communication, Typography, Catalogs, Adobe Creative Suite, InDesign, Direct Mail, Email Marketing, Art, Mac, Web Design
Education
University of Cincinnati 1994 — 1999
BFA, Fine Arts
Brian Baltazar Brian Baltazar's Transamerica Experience July 2008 - Present
Job Marketing Manager at Transamerica
Industry Marketing and Advertising
Experience
Transamerica July 2008 - Present
Mid-Fi Recordings November 2001 - November 2009
Janus Capital Group September 1999 - July 2008
Skills
Direct Marketing, Email Marketing, Marketing Strategy, Digital Marketing, Competitive Analysis, Marketing, Business Planning, Segmentation, Project Management, Budgets, Retail, Marketing Communications, Cross-functional Team..., Product Marketing, Brand Development
Education
University of Colorado at Denver 1997 — 2000
Master of Arts, Political Science
University of Northern Colorado 1993 — 1997
Bachelor of Arts, Political Science
Transamerica July 2008 - Present
Mid-Fi Recordings November 2001 - November 2009
Janus Capital Group September 1999 - July 2008
Skills
Direct Marketing, Email Marketing, Marketing Strategy, Digital Marketing, Competitive Analysis, Marketing, Business Planning, Segmentation, Project Management, Budgets, Retail, Marketing Communications, Cross-functional Team..., Product Marketing, Brand Development
Education
University of Colorado at Denver 1997 — 2000
Master of Arts, Political Science
University of Northern Colorado 1993 — 1997
Bachelor of Arts, Political Science
Lindsay Comins Lindsay Comins's Transamerica Experience January 2007 - February 2010
Job Marketing Director at Life Sales, LLC
Industry Insurance
Experience
Life Sales, LLC April 2014 - Present
Life Sales, LLC May 2013 - April 2014
Social Terminals January 2013 - May 2013
Transamerica January 2007 - February 2010
Skills
CRM, Marketing, Sales Operations, Sales, Business Development, Leadership, New Business Development, Recruiting, Marketing Strategy, Fixed Annuities, Retirement, Training, Sales Presentations, Analytics
Education
University of Colorado at Boulder 1996 — 1999
B.A., Biology/Biological Sciences, General
Life Sales, LLC April 2014 - Present
Life Sales, LLC May 2013 - April 2014
Social Terminals January 2013 - May 2013
Transamerica January 2007 - February 2010
Skills
CRM, Marketing, Sales Operations, Sales, Business Development, Leadership, New Business Development, Recruiting, Marketing Strategy, Fixed Annuities, Retirement, Training, Sales Presentations, Analytics
Education
University of Colorado at Boulder 1996 — 1999
B.A., Biology/Biological Sciences, General
Jeremy Acosta Jeremy Acosta's Transamerica Experience 2013 - 2013
Job Real Estate Investor at Jeremy REI Ventures
Industry Real Estate
Experience
Jeremy REI Ventures January 2015 - Present
Smedia Enterprises September 2011 - June 2013
VeerOut Dynamics Inc. June 2012 - March 2013
Transamerica 2013 - 2013
Skills
Social Media Marketing, Marketing Strategy, Media Planning, Consultant Coordination, Strategic Leadership, Online Advertising, Social Media, Facebook, Social Networking, Advertising, Online Marketing, Marketing Communications, Market Research, Affiliate Marketing, Sales, Online Contests
Education
UCSB 2008 — 2013
Bachelor of Arts, Religious Studies
Highland High School 2006 — 2008
high school diploma
Jeremy REI Ventures January 2015 - Present
Smedia Enterprises September 2011 - June 2013
VeerOut Dynamics Inc. June 2012 - March 2013
Transamerica 2013 - 2013
Skills
Social Media Marketing, Marketing Strategy, Media Planning, Consultant Coordination, Strategic Leadership, Online Advertising, Social Media, Facebook, Social Networking, Advertising, Online Marketing, Marketing Communications, Market Research, Affiliate Marketing, Sales, Online Contests
Education
UCSB 2008 — 2013
Bachelor of Arts, Religious Studies
Highland High School 2006 — 2008
high school diploma
Heather Zavadil Heather Zavadil's Transamerica Experience March 2013 - October 2013
Job Manager, HR Business Partner at PlayStation
Industry Human Resources
Experience
PlayStation June 2015 - Present
Sony Computer Entertainment America October 2013 - Present
Transamerica March 2013 - October 2013
Transamerica July 2011 - October 2013
Sony Pictures Entertainment February 2008 - July 2011
FIS Asset Management August 2006 - December 2007
Skills
Onboarding, Employee Relations, New Hire Orientations, Human Resources, HR Policies, Employee Benefits, Talent Management, Performance Management, Workforce Planning, Organizational..., Recruiting, Interviews, Personnel Management, Deferred Compensation, Training, Hiring, Employment Law
Education
University of Colorado Boulder 2003 — 2007
Bachelors, Anthropology
San Dimas High School
Diploma
PlayStation June 2015 - Present
Sony Computer Entertainment America October 2013 - Present
Transamerica March 2013 - October 2013
Transamerica July 2011 - October 2013
Sony Pictures Entertainment February 2008 - July 2011
FIS Asset Management August 2006 - December 2007
Skills
Onboarding, Employee Relations, New Hire Orientations, Human Resources, HR Policies, Employee Benefits, Talent Management, Performance Management, Workforce Planning, Organizational..., Recruiting, Interviews, Personnel Management, Deferred Compensation, Training, Hiring, Employment Law
Education
University of Colorado Boulder 2003 — 2007
Bachelors, Anthropology
San Dimas High School
Diploma
Khaliah Guillory's Transamerica Experience January 2004 - November 2004
Job Vice President, Marketing Strategy Consultant | President & Founder of CAG Foundation | Speaker
Industry Banking
Experience
Wells Fargo December 2013 - Present
Cynthia A. Guillory Foundation December 2011 - Present
Wells Fargo November 2007 - November 2013
Wells Fargo November 2004 - August 2007
Transamerica January 2004 - November 2004
Skills
Time Management, Customer Service, Mortgage Banking, Consumer Lending, Six Sigma, Finance, Loan Origination, Sales, Banking, Loans, Sales Operations, Leadership, Mortgage Lending, Sales Management, Credit
Education
University of Central Florida 1998 — 2002
B.A., Business Communication
Wells Fargo December 2013 - Present
Cynthia A. Guillory Foundation December 2011 - Present
Wells Fargo November 2007 - November 2013
Wells Fargo November 2004 - August 2007
Transamerica January 2004 - November 2004
Skills
Time Management, Customer Service, Mortgage Banking, Consumer Lending, Six Sigma, Finance, Loan Origination, Sales, Banking, Loans, Sales Operations, Leadership, Mortgage Lending, Sales Management, Credit
Education
University of Central Florida 1998 — 2002
B.A., Business Communication
John Everett, CRPS® John Everett, CRPS®'s Transamerica Experience July 2008 - October 2008
Job Senior Internal Sales Consultant at Janus
Industry Financial Services
Experience
Janus Capital Group January 2013 - Present
Jackson National Life June 2010 - January 2013
Self Employed November 2008 - June 2010
Transamerica July 2008 - October 2008
MidFirst Bank March 2007 - January 2008
Chase March 2004 - March 2007
Skills
Investment Strategies, Investments, Defined Benefit, Defined Contribution, Corporate Finance, Financial Reporting, Discounted Cash Flows, Fixed Income Analysis, Time Value of Money, Fixed Income, Variable Annuities, Fixed Annuities, Uniform Combined State..., Financial Analysis, DCF, Alternative Investments, Mutual Funds, Asset Allocation, Series 7, Series 63, Finance, Financial Services, Retirement Planning, Securities, Equities, Wealth Management, Asset Management, 401k, Retirement, Salesforce.com, FX Hedging, FX Trading, Foreign Currency..., Modern Portfolio Theory, Microsoft Excel, Visual Basic, Excel Models, Excel Pivot, Excel Macros, Monte Carlo Simulation, Residual income models, Financial Modeling
Education
University of Central Oklahoma 2002 — 2005
Bachelor of Science
CFA Institute 2013 — 2016
CFA Candidate Level 2 June 2016, Finance
FINRA Licensing
Series 7 and Series 63
Janus Capital Group January 2013 - Present
Jackson National Life June 2010 - January 2013
Self Employed November 2008 - June 2010
Transamerica July 2008 - October 2008
MidFirst Bank March 2007 - January 2008
Chase March 2004 - March 2007
Skills
Investment Strategies, Investments, Defined Benefit, Defined Contribution, Corporate Finance, Financial Reporting, Discounted Cash Flows, Fixed Income Analysis, Time Value of Money, Fixed Income, Variable Annuities, Fixed Annuities, Uniform Combined State..., Financial Analysis, DCF, Alternative Investments, Mutual Funds, Asset Allocation, Series 7, Series 63, Finance, Financial Services, Retirement Planning, Securities, Equities, Wealth Management, Asset Management, 401k, Retirement, Salesforce.com, FX Hedging, FX Trading, Foreign Currency..., Modern Portfolio Theory, Microsoft Excel, Visual Basic, Excel Models, Excel Pivot, Excel Macros, Monte Carlo Simulation, Residual income models, Financial Modeling
Education
University of Central Oklahoma 2002 — 2005
Bachelor of Science
CFA Institute 2013 — 2016
CFA Candidate Level 2 June 2016, Finance
FINRA Licensing
Series 7 and Series 63
Greg Trowbridge Greg Trowbridge's Transamerica Experience June 2008 - August 2008
Job
Industry Computer Software
Experience
Asana March 2015 - September 2015
Javascript Battle (www.javascriptbattle.com) August 2014 - August 2014
Hack Reactor June 2014 - August 2014
Fresh.ly July 2014 - July 2014
eAlchemy June 2012 - June 2013
Freelance / Self-Employed March 2011 - May 2012
Gray Whale Capital, LLC March 2009 - February 2011
Transamerica June 2008 - August 2008
Center for Research in Financial Mathematics and Statistics (UC Santa Barbara) June 2007 - August 2007
Skills
JavaScript, Node.js, Express.js, Backbone.js, Angular, Mongo, SQL, Linux, Machine Learning, Applied Statistics, d3.js, Ionic, Joke Telling, Ruby, Python, Matlab, Ruby on Rails, Excel, Visual Basic, Perl, MongoDB, VBA, Java, Microsoft Excel
Education
University of Michigan, Ann Arbor 2013 — 2014
Masters, Applied Statistics, 4.0/4.0
University of California, Santa Barbara 2004 — 2008
B.S., Financial Mathematics and Statistics
Asana March 2015 - September 2015
Javascript Battle (www.javascriptbattle.com) August 2014 - August 2014
Hack Reactor June 2014 - August 2014
Fresh.ly July 2014 - July 2014
eAlchemy June 2012 - June 2013
Freelance / Self-Employed March 2011 - May 2012
Gray Whale Capital, LLC March 2009 - February 2011
Transamerica June 2008 - August 2008
Center for Research in Financial Mathematics and Statistics (UC Santa Barbara) June 2007 - August 2007
Skills
JavaScript, Node.js, Express.js, Backbone.js, Angular, Mongo, SQL, Linux, Machine Learning, Applied Statistics, d3.js, Ionic, Joke Telling, Ruby, Python, Matlab, Ruby on Rails, Excel, Visual Basic, Perl, MongoDB, VBA, Java, Microsoft Excel
Education
University of Michigan, Ann Arbor 2013 — 2014
Masters, Applied Statistics, 4.0/4.0
University of California, Santa Barbara 2004 — 2008
B.S., Financial Mathematics and Statistics
Tabitha McCue's Transamerica Experience August 2015 - Present
Job Admin Asst. at Transamerica
Industry Arts and Crafts
Experience
Transamerica August 2015 - Present
Leon Gallery September 2014 - Present
Fancy to Fantasy May 2014 - December 2014
Skills
Microsoft Word, Photoshop, Acrylic Painting, Oil Painting, Cooking, Bronze Casting, Model Casting, Digital Photography, Drawing, Illustrator, Painting, Printmaking, Visual Arts, Studio Art, Digital Illustration, Customer Service, Social Networking, Microsoft Excel, PowerPoint, Microsoft Office
Education
University of Colorado Denver 2010 — 2014
Bachelors Degree, Painting (BFA)
Arapahoe High School 2006 — 2010
Fine/Studio Arts, General, 3.4
Transamerica August 2015 - Present
Leon Gallery September 2014 - Present
Fancy to Fantasy May 2014 - December 2014
Skills
Microsoft Word, Photoshop, Acrylic Painting, Oil Painting, Cooking, Bronze Casting, Model Casting, Digital Photography, Drawing, Illustrator, Painting, Printmaking, Visual Arts, Studio Art, Digital Illustration, Customer Service, Social Networking, Microsoft Excel, PowerPoint, Microsoft Office
Education
University of Colorado Denver 2010 — 2014
Bachelors Degree, Painting (BFA)
Arapahoe High School 2006 — 2010
Fine/Studio Arts, General, 3.4
Jamie Magyar Jamie Magyar's Transamerica Experience May 2015 - Present
Job Administrative Assistant Advanced Markets & Business Development at Transamerica
Industry Financial Services
Experience
Transamerica May 2015 - Present
Self-employed January 2013 - May 2015
Bonefish Grill February 2007 - May 2015
Wellshire Parents Day Out June 2013 - June 2014
Rebuilding Together Metro Denver May 2013 - August 2013
TransWorld Business magazine January 2012 - December 2012
University of Colorado Boulder January 2011 - May 2011
CUIndependent October 2008 - February 2010
Skills
Writing, Action Sports, Photography, Editing, Search Engine..., Digital Media, Action Sports Writing, Photoshop, InDesign, SEO, Magazines, Journalism, Advertising, Copywriting, WordPress, Microsoft Office, Storytelling, Social Networking, Blogging, Social Media
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science (B.S.), Journalism and Mass Communication, News Editorial; International Relations
Columine High School 2004 — 2008
Transamerica May 2015 - Present
Self-employed January 2013 - May 2015
Bonefish Grill February 2007 - May 2015
Wellshire Parents Day Out June 2013 - June 2014
Rebuilding Together Metro Denver May 2013 - August 2013
TransWorld Business magazine January 2012 - December 2012
University of Colorado Boulder January 2011 - May 2011
CUIndependent October 2008 - February 2010
Skills
Writing, Action Sports, Photography, Editing, Search Engine..., Digital Media, Action Sports Writing, Photoshop, InDesign, SEO, Magazines, Journalism, Advertising, Copywriting, WordPress, Microsoft Office, Storytelling, Social Networking, Blogging, Social Media
Education
University of Colorado at Boulder 2008 — 2012
Bachelor of Science (B.S.), Journalism and Mass Communication, News Editorial; International Relations
Columine High School 2004 — 2008
James Schoedinger's Transamerica Experience 1996 - 2004
Job Director at JED, LLC
Industry Financial Services
Experience
JED, LLC May 2015 - Present
Nursing Home Innovations Board - State of Colorado October 2014 - Present
BryteStar Capital, LLC 2005 - Present
Colonnade Securities, LLC April 2014 - Present
Opportunities Without Borders 2006 - 2010
University of Colorado Denver, Bard Center For Entrepreneurship 2005 - 2010
ACCION USA 2006 - 2009
First Data Corporation 2004 - 2005
Transamerica 1996 - 2004
GE Capital 1980 - 1996
Skills
Financial Services, Business Strategy, Strategic Planning, Start-ups, Financial Analysis, Business Development, Strategy, Risk Management, Finance, Leadership, Business Analysis, Management, Banking, New Business Development, Financial Modeling, Marketing Strategy, Entrepreneurship, Private Equity, Change Management, Business Planning, Management Consulting, Mergers & Acquisitions, Due Diligence, Portfolio Management, Executive Management, Investments, Venture Capital, Analytics, Competitive Analysis, Corporate Development, Corporate Finance, Strategic Partnerships, Strategic Financial..., International Business, Product Management, Valuation
Education
University of Cincinnati College of Business 1976 — 1980
BBA, Finance
JED, LLC May 2015 - Present
Nursing Home Innovations Board - State of Colorado October 2014 - Present
BryteStar Capital, LLC 2005 - Present
Colonnade Securities, LLC April 2014 - Present
Opportunities Without Borders 2006 - 2010
University of Colorado Denver, Bard Center For Entrepreneurship 2005 - 2010
ACCION USA 2006 - 2009
First Data Corporation 2004 - 2005
Transamerica 1996 - 2004
GE Capital 1980 - 1996
Skills
Financial Services, Business Strategy, Strategic Planning, Start-ups, Financial Analysis, Business Development, Strategy, Risk Management, Finance, Leadership, Business Analysis, Management, Banking, New Business Development, Financial Modeling, Marketing Strategy, Entrepreneurship, Private Equity, Change Management, Business Planning, Management Consulting, Mergers & Acquisitions, Due Diligence, Portfolio Management, Executive Management, Investments, Venture Capital, Analytics, Competitive Analysis, Corporate Development, Corporate Finance, Strategic Partnerships, Strategic Financial..., International Business, Product Management, Valuation
Education
University of Cincinnati College of Business 1976 — 1980
BBA, Finance
Emily Headley RD Emily Headley RD's Transamerica Experience 1986 - 2000
Job Executive Director at Sierra Place Senior Living
Industry Hospital & Health Care
Experience
Sierra Place Senior Living Corporate Dining Services DirectorKisco Senior Living2000 - 2004
Transamerica 1986 - 2000
Education
UCSF 1979 — 1980
Dietetic Internship, Nutrition
U. of Maine Orono 1975 — 1979
BS, Nutrition
Sierra Place Senior Living Corporate Dining Services DirectorKisco Senior Living2000 - 2004
Transamerica 1986 - 2000
Education
UCSF 1979 — 1980
Dietetic Internship, Nutrition
U. of Maine Orono 1975 — 1979
BS, Nutrition
Matthew Banfield Matthew Banfield's Transamerica Experience March 2013 - Present
Job Transamerica
Industry Accounting
Experience
Transamerica March 2013 - Present
Miracle Clean Carpet Cleaners May 2010 - Present
Royal Crest Dairy June 2010 - October 2010
Luce Research September 2009 - September 2010
Waste Connections, Inc. March 2008 - December 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Process Scheduler, Event Planning, Inventory Management, PowerPoint, Analysis, Research, Invoicing, Sales, Project Planning
Education
University of Colorado at Colorado Springs 2009 — 2014
Bachelor of Arts (B.A.), English-Professional and Creativel Writing
DeVry University 2000 — 2004
BSBA, Business Administration
Denver Technical University 2000 — 2002
AS-CADD, Architectural Drafting
Transamerica March 2013 - Present
Miracle Clean Carpet Cleaners May 2010 - Present
Royal Crest Dairy June 2010 - October 2010
Luce Research September 2009 - September 2010
Waste Connections, Inc. March 2008 - December 2008
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Process Scheduler, Event Planning, Inventory Management, PowerPoint, Analysis, Research, Invoicing, Sales, Project Planning
Education
University of Colorado at Colorado Springs 2009 — 2014
Bachelor of Arts (B.A.), English-Professional and Creativel Writing
DeVry University 2000 — 2004
BSBA, Business Administration
Denver Technical University 2000 — 2002
AS-CADD, Architectural Drafting
Bas Verhagen's Transamerica Experience 2003 - Present
Job
Industry
Experience
Transamerica 2003 - Present
Skills
Outlook, Microsoft Excel, Microsoft Word, Insurance, Financial Analysis, Securities, Risk Management, Mutual Funds, Investments, Customer Service, Financial Risk, Equities, Analysis, Financial Services, Microsoft Office
Education
University of Delaware
Bachelor of Science (BS), Business Finance
Transamerica 2003 - Present
Skills
Outlook, Microsoft Excel, Microsoft Word, Insurance, Financial Analysis, Securities, Risk Management, Mutual Funds, Investments, Customer Service, Financial Risk, Equities, Analysis, Financial Services, Microsoft Office
Education
University of Delaware
Bachelor of Science (BS), Business Finance
Madison Ryder Madison Ryder's Transamerica Experience August 2015 - Present
Job at
Industry Retail
Experience
Transamerica August 2015 - Present
Transamerica September 2013 - July 2015
J.Crew November 2012 - September 2013
The Saucy Noodle May 2006 - August 2010
Skills
Microsoft Office, Photoshop, Editing, Social Media, Journalism, Retail, Organization, Time Management
Education
University of Colorado Boulder 2009 — 2013
Transamerica August 2015 - Present
Transamerica September 2013 - July 2015
J.Crew November 2012 - September 2013
The Saucy Noodle May 2006 - August 2010
Skills
Microsoft Office, Photoshop, Editing, Social Media, Journalism, Retail, Organization, Time Management
Education
University of Colorado Boulder 2009 — 2013
Sandra Munson's Transamerica Experience 1995 - 1999
Job LOA (Mortgages) at Rancho Financial, Inc.
Industry Consumer Services
Experience
Rancho Financial, Inc. July 2010 - Present
Harmony Home Organization 2007 - July 2010
Friedkin Companies, Inc. 1999 - 2000
Transamerica 1995 - 1999
Skills
Strategic Planning, Customer Service, Event Planning, Social Media, Microsoft Office, Marketing Strategy, Event Management, Team Building, Microsoft Excel, Investments, Data Analysis, Access, Management, Leadership, Risk Management
Education
UC Santa Barbara 1991 — 1995
Bachelor of Science (BS), Actuarial Science
University of California, Santa Barbara 1991 — 1995
BS, Actuarial Statistics
Rancho Financial, Inc. July 2010 - Present
Harmony Home Organization 2007 - July 2010
Friedkin Companies, Inc. 1999 - 2000
Transamerica 1995 - 1999
Skills
Strategic Planning, Customer Service, Event Planning, Social Media, Microsoft Office, Marketing Strategy, Event Management, Team Building, Microsoft Excel, Investments, Data Analysis, Access, Management, Leadership, Risk Management
Education
UC Santa Barbara 1991 — 1995
Bachelor of Science (BS), Actuarial Science
University of California, Santa Barbara 1991 — 1995
BS, Actuarial Statistics
Renaldo Gonzalez Renaldo Gonzalez's Transamerica Experience December 2012 - April 2014
Job Experienced Sales Professional in Revenue Growth by building relationships with current, and prospective clients
Industry Mechanical or Industrial Engineering
Experience
Advanced Circuits April 2014 - Present
Transamerica December 2012 - April 2014
TheFuture.FM October 2011 - November 2012
Goldstar Energy Group Inc. October 2011 - August 2012
Anthem January 2009 - August 2010
Skills
Customer Service, Sales, Management, Social Media, Facebook, Event Planning, Social Media Marketing, Marketing, Microsoft Office, Social Networking, Microsoft Excel, Event Management, New Business Development, Sales Promotion, Music Production, Contract Negotiation, Leadership, Start-ups, Digital Marketing, Digital Music Marketing, MailChimp, Content Management, music curation, Artist Relations, Talent Booking, Vendor Relations, Account Management, Client Relations
Education
Douglas County 2001 — 2005
University of Colorado Denver
Advanced Circuits April 2014 - Present
Transamerica December 2012 - April 2014
TheFuture.FM October 2011 - November 2012
Goldstar Energy Group Inc. October 2011 - August 2012
Anthem January 2009 - August 2010
Skills
Customer Service, Sales, Management, Social Media, Facebook, Event Planning, Social Media Marketing, Marketing, Microsoft Office, Social Networking, Microsoft Excel, Event Management, New Business Development, Sales Promotion, Music Production, Contract Negotiation, Leadership, Start-ups, Digital Marketing, Digital Music Marketing, MailChimp, Content Management, music curation, Artist Relations, Talent Booking, Vendor Relations, Account Management, Client Relations
Education
Douglas County 2001 — 2005
University of Colorado Denver
Crystal Johnson Crystal Johnson's Transamerica Experience February 2014 - Present
Job Senior Human Resources Generalist
Industry Financial Services
Experience
Transamerica February 2014 - Present
CSG International May 2012 - February 2014
Archstone Communities July 2010 - May 2012
Archstone Communities January 2009 - July 2010
Skills
Employee Relations, Talent Acquisition, Performance Management, Recruiting, HRIS, Human Resources, Training, Change Management, Technical Recruiting, Talent Management, Onboarding, Applicant Tracking..., Employee Benefits, Organizational..., Vendor Management, Succession Planning, HR Policies, Employee Engagement, Leadership, PeopleSoft, Leadership Development, Employee Training, Deferred Compensation, Contract Recruitment, College Recruiting, Training Delivery, Customer Service, Interviews, Personnel Management, Coaching, Internet Recruiting, Team Building, Workforce Planning, Screening, Executive Search, Hiring, Staffing Services, Sourcing, HR Consulting, Employer Branding, Management, Benefits Administration, Taleo, Compensation & Benefit
Education
University of Denver - Daniels College of Business 2005 — 2006
Master of Business Administration (MBA), Values Based Leadership
University of Denver 2001 — 2005
Bachelor's degree, Management
Transamerica February 2014 - Present
CSG International May 2012 - February 2014
Archstone Communities July 2010 - May 2012
Archstone Communities January 2009 - July 2010
Skills
Employee Relations, Talent Acquisition, Performance Management, Recruiting, HRIS, Human Resources, Training, Change Management, Technical Recruiting, Talent Management, Onboarding, Applicant Tracking..., Employee Benefits, Organizational..., Vendor Management, Succession Planning, HR Policies, Employee Engagement, Leadership, PeopleSoft, Leadership Development, Employee Training, Deferred Compensation, Contract Recruitment, College Recruiting, Training Delivery, Customer Service, Interviews, Personnel Management, Coaching, Internet Recruiting, Team Building, Workforce Planning, Screening, Executive Search, Hiring, Staffing Services, Sourcing, HR Consulting, Employer Branding, Management, Benefits Administration, Taleo, Compensation & Benefit
Education
University of Denver - Daniels College of Business 2005 — 2006
Master of Business Administration (MBA), Values Based Leadership
University of Denver 2001 — 2005
Bachelor's degree, Management
Jeff Hopp Jeff Hopp's Transamerica Experience June 2008 - May 2012
Job Digital Marketing Consultant
Industry Marketing and Advertising
Experience
Awesome Digital Marketing October 2014 - Present
Mile High Mobile Marketing January 2013 - Present
Hopp 2 IT September 2009 - Present
Transamerica June 2008 - May 2012
Aurora Loan Services/Lehman Brothers February 2005 - January 2008
Aurora Loan Services/Lehman Brothers 2003 - 2005
Town and Country Credit 1999 - 2003
Xentel 1997 - 1999
Skills
SEO, Social Media Marketing, Social Networking, Sales, Marketing Strategy, Google Analytics, Google Adwords, Google Webmaster Tools, Google Docs, Google Maps, Google Earth, Google Places, Video Marketing, Mobile Devices, Mobile Applications, Mobile Technology, Mobile Communications, Mobile Internet, Mobile Payments, Mobile Web Design, SMS, Facebook, Twitter, YouTube, Yelp, Reputation Management, Online Reputation..., Marketing for Small..., Small Business Online..., Search Engine Submission, Article Marketing, Email Marketing, Web Design, Mindset, Local Marketing, Direct Mail, Customer Service, Consulting, Marketing, Lead Generation, WordPress, B2B Marketing, Management, Web Analytics, Mobile Marketing, SEM, Social Media
Education
University of Colorado Boulder
Awesome Digital Marketing October 2014 - Present
Mile High Mobile Marketing January 2013 - Present
Hopp 2 IT September 2009 - Present
Transamerica June 2008 - May 2012
Aurora Loan Services/Lehman Brothers February 2005 - January 2008
Aurora Loan Services/Lehman Brothers 2003 - 2005
Town and Country Credit 1999 - 2003
Xentel 1997 - 1999
Skills
SEO, Social Media Marketing, Social Networking, Sales, Marketing Strategy, Google Analytics, Google Adwords, Google Webmaster Tools, Google Docs, Google Maps, Google Earth, Google Places, Video Marketing, Mobile Devices, Mobile Applications, Mobile Technology, Mobile Communications, Mobile Internet, Mobile Payments, Mobile Web Design, SMS, Facebook, Twitter, YouTube, Yelp, Reputation Management, Online Reputation..., Marketing for Small..., Small Business Online..., Search Engine Submission, Article Marketing, Email Marketing, Web Design, Mindset, Local Marketing, Direct Mail, Customer Service, Consulting, Marketing, Lead Generation, WordPress, B2B Marketing, Management, Web Analytics, Mobile Marketing, SEM, Social Media
Education
University of Colorado Boulder
Jean Asher's Transamerica Experience
Job Retired Senior Systems Analyst / Database Administrator at Transamerica
Industry Computer Software
Experience
Transamerica
Education
University of Cincinnati
Transamerica
Education
University of Cincinnati
Marc Velez Marc Velez's Transamerica Experience 2012 - 2013
Job Financial Advisor & Owner at Velez & Associates LLC A financial company
Industry Financial Services
Experience
Velez & Associates LLC - A financial company May 2013 - Present
Transamerica 2012 - 2013
Skills
Customer Service, Policy, Public Speaking, Higher Education, Training, Microsoft Excel, Strategic Planning, Community Outreach, Government, PowerPoint, Coaching, Microsoft Word, Microsoft Office, Teaching, Leadership Development, Public Relations, Security, Staff Development, Nonprofits, Research, Event Planning
Education
University of Colorado at Colorado Springs 2008 — 2012
Master of Public Administration (M.P.A.)
St. Mary's high school
Velez & Associates LLC - A financial company May 2013 - Present
Transamerica 2012 - 2013
Skills
Customer Service, Policy, Public Speaking, Higher Education, Training, Microsoft Excel, Strategic Planning, Community Outreach, Government, PowerPoint, Coaching, Microsoft Word, Microsoft Office, Teaching, Leadership Development, Public Relations, Security, Staff Development, Nonprofits, Research, Event Planning
Education
University of Colorado at Colorado Springs 2008 — 2012
Master of Public Administration (M.P.A.)
St. Mary's high school
Yi Zhang Yi Zhang's Transamerica Experience May 2013 - June 2014
Job Assistant Actuary at AIG
Industry Insurance
Experience
AIG June 2014 - Present
Transamerica May 2013 - June 2014
AIG September 2012 - May 2013
McGinn Actuaries February 2012 - August 2012
N/A September 2009 - June 2011
Skills
Excel, SQL, Data Analysis, FoxPro, Visual Basic, C++, R, Matlab, MoSes, Microsoft SQL Server, Variable Annuities, CrossAsset XL
Education
University of California, San Diego 2007 — 2011
B.S., Applied Mathematics, Management Science
AIG June 2014 - Present
Transamerica May 2013 - June 2014
AIG September 2012 - May 2013
McGinn Actuaries February 2012 - August 2012
N/A September 2009 - June 2011
Skills
Excel, SQL, Data Analysis, FoxPro, Visual Basic, C++, R, Matlab, MoSes, Microsoft SQL Server, Variable Annuities, CrossAsset XL
Education
University of California, San Diego 2007 — 2011
B.S., Applied Mathematics, Management Science
Frank Beardsley Frank Beardsley's Transamerica Experience 1994 - 2000
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2010 - Present
Independent Consultant 2009 - 2010
XL Capital Financial Products and Services Division January 2002 - April 2008
FGB Advisement LLC November 1999 - December 2001
Transamerica 1994 - 2000
Transamerica Life Companies September 1994 - October 1999
NatWest Markets- Derivatives Product Group April 1993 - September 1994
Prime International March 1986 - March 1993
Skills
Structured Finance, Portfolio Management, Asset Management, Risk Management, Risk, Equities, Asset Managment, Financial Risk, Derivatives, Investments, Insurance, Strategy, Bonds, Options, Investment Management
Education
University of Colorado at Boulder - Leeds School of Business 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, Finance
Guggenheim Partners April 2010 - Present
Independent Consultant 2009 - 2010
XL Capital Financial Products and Services Division January 2002 - April 2008
FGB Advisement LLC November 1999 - December 2001
Transamerica 1994 - 2000
Transamerica Life Companies September 1994 - October 1999
NatWest Markets- Derivatives Product Group April 1993 - September 1994
Prime International March 1986 - March 1993
Skills
Structured Finance, Portfolio Management, Asset Management, Risk Management, Risk, Equities, Asset Managment, Financial Risk, Derivatives, Investments, Insurance, Strategy, Bonds, Options, Investment Management
Education
University of Colorado at Boulder - Leeds School of Business 1981 — 1985
Bachelor of Science (B.S.), Business Administration and Management, Finance
Jordan G. Conner's Transamerica Experience June 2010 - August 2012
Job Hiring software engineers in Colorado? Apply to have your company featured on HIRED and find your next SE in 19 days!
Industry Internet
Experience
Hired, Inc. August 2015 - Present
Stack Overflow Careers September 2014 - August 2015
Stack Overflow Careers August 2012 - August 2014
Transamerica June 2010 - August 2012
Waddell & Reed May 2009 - May 2010
Skills
Entrepreneurship, Negotiation, Training, Sales, Email Marketing, Networking, Sales Process, Solution Selling, Marketing, Start-ups, Team Building, Strategy, Salesforce.com, Technical Recruiting, Account Management, Selling, SaaS, Management, Direct Sales, Recruiting, Sales Operations, Leadership, Social Media, CRM, Business Development, Lead Generation, Customer Service, New Business Development, Social Networking, Social Media Marketing, Cold Calling, Online Advertising, Strategic Partnerships, Interviews, Team Motivation, Team Leadership, Pipeline Development, Enterprise Solution..., B2B, Advertising Sales, Consultative Selling, Consultative Sales..., Relationship Building, Competitive Advantage, Problem Analysis, Problem Solving
Education
University of Denver - Daniels College of Business 2003 — 2007
Bachelor of Science (BS), Business Administration & Management
Regis Jesuit High School 1999 — 2003
Hired, Inc. August 2015 - Present
Stack Overflow Careers September 2014 - August 2015
Stack Overflow Careers August 2012 - August 2014
Transamerica June 2010 - August 2012
Waddell & Reed May 2009 - May 2010
Skills
Entrepreneurship, Negotiation, Training, Sales, Email Marketing, Networking, Sales Process, Solution Selling, Marketing, Start-ups, Team Building, Strategy, Salesforce.com, Technical Recruiting, Account Management, Selling, SaaS, Management, Direct Sales, Recruiting, Sales Operations, Leadership, Social Media, CRM, Business Development, Lead Generation, Customer Service, New Business Development, Social Networking, Social Media Marketing, Cold Calling, Online Advertising, Strategic Partnerships, Interviews, Team Motivation, Team Leadership, Pipeline Development, Enterprise Solution..., B2B, Advertising Sales, Consultative Selling, Consultative Sales..., Relationship Building, Competitive Advantage, Problem Analysis, Problem Solving
Education
University of Denver - Daniels College of Business 2003 — 2007
Bachelor of Science (BS), Business Administration & Management
Regis Jesuit High School 1999 — 2003
Phil Duran's Transamerica Experience January 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
MassMutual San Diego January 2011 - Present
Transamerica January 2011 - Present
Voya Financial January 2011 - Present
Skills
Retirement Income..., Wealth Management, Retirement Benefits
Education
University of California, Santa Barbara
MassMutual San Diego January 2011 - Present
Transamerica January 2011 - Present
Voya Financial January 2011 - Present
Skills
Retirement Income..., Wealth Management, Retirement Benefits
Education
University of California, Santa Barbara
Alex Barrios's Transamerica Experience April 2015 - Present
Job virtual Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica April 2015 - Present
brief. September 2012 - Present
Transamerica June 2013 - April 2015
Bernstein Global Wealth Management January 2012 - June 2013
Janus Capital Group February 2010 - November 2011
RBC Wealth Management January 2009 - February 2010
Colorado Market March 2005 - January 2009
Red Bull Energy August 2002 - September 2004
Skills
Leadership, Public Speaking, Sales, Investments, CRM, Team Leadership, Management, Start-ups, Mutual Funds, Customer Service, Asset Allocation, Strategic Planning, Asset Management, Training, Marketing Strategy, Recruiting, Sales Management, Creative Problem Solving, Series 7, Sales Operations, Selling, Insurance, US Equities, Bonds, Municipal Bonds, Emerging Debt, Fracture, Oil & Gas
Education
University of Colorado Boulder 2000 — 2004
Bachelor of Arts and Sciences, Communication, Spanish
Transamerica April 2015 - Present
brief. September 2012 - Present
Transamerica June 2013 - April 2015
Bernstein Global Wealth Management January 2012 - June 2013
Janus Capital Group February 2010 - November 2011
RBC Wealth Management January 2009 - February 2010
Colorado Market March 2005 - January 2009
Red Bull Energy August 2002 - September 2004
Skills
Leadership, Public Speaking, Sales, Investments, CRM, Team Leadership, Management, Start-ups, Mutual Funds, Customer Service, Asset Allocation, Strategic Planning, Asset Management, Training, Marketing Strategy, Recruiting, Sales Management, Creative Problem Solving, Series 7, Sales Operations, Selling, Insurance, US Equities, Bonds, Municipal Bonds, Emerging Debt, Fracture, Oil & Gas
Education
University of Colorado Boulder 2000 — 2004
Bachelor of Arts and Sciences, Communication, Spanish
Robert Meade Robert Meade's Transamerica Experience July 2013 - January 2014
Job Senior Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management April 2014 - Present
Nationwide Financial September 2012 - Present
Transamerica July 2013 - January 2014
Liberty Tax Service January 2012 - May 2012
Pennco Tech July 2010 - December 2011
Wilmington Trust April 1994 - June 2010
Skills
CFA, CFP, Series 63, Series 6, Tax Preparation, Investments, Certified Financial..., Chartered Financial..., Asset Allocation, Investment Strategies, Alternative Investments, Wealth Management, Insurance, Mutual Funds, Tax Returns, Investment Advisory, Estate Planning, Income Tax
Education
University of Delaware 1978 — 1983
BS, Finance
PNC Wealth Management April 2014 - Present
Nationwide Financial September 2012 - Present
Transamerica July 2013 - January 2014
Liberty Tax Service January 2012 - May 2012
Pennco Tech July 2010 - December 2011
Wilmington Trust April 1994 - June 2010
Skills
CFA, CFP, Series 63, Series 6, Tax Preparation, Investments, Certified Financial..., Chartered Financial..., Asset Allocation, Investment Strategies, Alternative Investments, Wealth Management, Insurance, Mutual Funds, Tax Returns, Investment Advisory, Estate Planning, Income Tax
Education
University of Delaware 1978 — 1983
BS, Finance
Teresa Dougherty Teresa Dougherty's Transamerica Experience January 2014 - January 2015
Job Help Desk Analyst at Westwood College
Industry Information Technology and Services
Experience
Westwood College January 2015 - Present
Transamerica January 2014 - January 2015
SLS May 2013 - December 2013
Transamerica February 2013 - April 2013
Tech Data May 2012 - July 2012
FIS Global February 2012 - May 2012
Raymond James Financial Inc. September 2010 - May 2011
Skills
Customer Service, Call Centers, Outlook, Data Entry, Microsoft Excel, Customer Satisfaction, Process Improvement, Microsoft Office, Microsoft Word, Access, Active Directory, Microsoft Exchange, Help Desk Support, Windows 7, Troubleshooting, Windows XP, Computer Hardware, Windows, Technical Support, BMC TrackIT, Service Desk, Password Resets
Education
University of Colorado Denver 2014 — 2018
Bachelor's Degree, Computer Engineering
Saint Petersburg College 2010 — 2013
Associate in Arts, Liberal Arts and Sciences/Liberal Studies
Pasco-Hernando Community College 2007 — 2010
None, Registered Nursing/Registered Nurse
Westwood College January 2015 - Present
Transamerica January 2014 - January 2015
SLS May 2013 - December 2013
Transamerica February 2013 - April 2013
Tech Data May 2012 - July 2012
FIS Global February 2012 - May 2012
Raymond James Financial Inc. September 2010 - May 2011
Skills
Customer Service, Call Centers, Outlook, Data Entry, Microsoft Excel, Customer Satisfaction, Process Improvement, Microsoft Office, Microsoft Word, Access, Active Directory, Microsoft Exchange, Help Desk Support, Windows 7, Troubleshooting, Windows XP, Computer Hardware, Windows, Technical Support, BMC TrackIT, Service Desk, Password Resets
Education
University of Colorado Denver 2014 — 2018
Bachelor's Degree, Computer Engineering
Saint Petersburg College 2010 — 2013
Associate in Arts, Liberal Arts and Sciences/Liberal Studies
Pasco-Hernando Community College 2007 — 2010
None, Registered Nursing/Registered Nurse
Kim Dail Kim Dail's Transamerica Experience May 2013 - Present
Job Director of IT and Digital Marketing at Transamerica
Industry Marketing and Advertising
Experience
Transamerica May 2013 - Present
Dirxion, LLC (Immersifind acquired by Dirxion) January 2011 - June 2013
Gannett 2010 - 2011
Local Insight Media (providing SMBs with multi-media advertising, search and B2C lead solutions) 2009 - 2010
Net-Linx (ERP and Sales Force Automation Technology Company utilizing Oracle Java Platform) 2007 - 2009
Olive Software (Sequoia company: XML-based ERP digitization, archiving, and advertising solutions) 2001 - 2006
Employment Specialists (A division of MediaNews Group - America's 2nd largest multi-media publisher) 1997 - 2000
Skills
Digital Marketing, Lead Generation, SEM, Email Marketing, SEO, SaaS, E-commerce, CRM, Sales Force Development, Strategy, SMO, Marketing Automation, Video, ERP, Online Advertising, Search, Customer Engagement, Business Development, Advertising, Management, Territory Management, Start-ups, Direct Marketing, B2B, Competitive Analysis, Analytics, Marketing Strategy
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.), Communications
Transamerica May 2013 - Present
Dirxion, LLC (Immersifind acquired by Dirxion) January 2011 - June 2013
Gannett 2010 - 2011
Local Insight Media (providing SMBs with multi-media advertising, search and B2C lead solutions) 2009 - 2010
Net-Linx (ERP and Sales Force Automation Technology Company utilizing Oracle Java Platform) 2007 - 2009
Olive Software (Sequoia company: XML-based ERP digitization, archiving, and advertising solutions) 2001 - 2006
Employment Specialists (A division of MediaNews Group - America's 2nd largest multi-media publisher) 1997 - 2000
Skills
Digital Marketing, Lead Generation, SEM, Email Marketing, SEO, SaaS, E-commerce, CRM, Sales Force Development, Strategy, SMO, Marketing Automation, Video, ERP, Online Advertising, Search, Customer Engagement, Business Development, Advertising, Management, Territory Management, Start-ups, Direct Marketing, B2B, Competitive Analysis, Analytics, Marketing Strategy
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.), Communications
Eric Savacool Eric Savacool's Transamerica Experience November 2014 - Present
Job Regional Sales Director Brokerage at Transamerica
Industry Financial Services
Experience
Transamerica November 2014 - Present
The ASA Group - BRAMCO November 2012 - October 2014
Jackson National Life October 2003 - August 2012
ING Life October 2000 - October 2003
ING Life January 1999 - October 2000
Skills
Insurance, Mutual Funds, Retirement, Marketing, Series 6, 401k, Securities, Finance, Fixed Annuities, Term Life Insurance, Investments, Asset Allocation, Wealth Management, Series 7, Financial Planning
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.), Political Science & English
University of Denver
The Publishing Institute
Transamerica November 2014 - Present
The ASA Group - BRAMCO November 2012 - October 2014
Jackson National Life October 2003 - August 2012
ING Life October 2000 - October 2003
ING Life January 1999 - October 2000
Skills
Insurance, Mutual Funds, Retirement, Marketing, Series 6, 401k, Securities, Finance, Fixed Annuities, Term Life Insurance, Investments, Asset Allocation, Wealth Management, Series 7, Financial Planning
Education
University of Colorado at Boulder
Bachelor of Arts (B.A.), Political Science & English
University of Denver
The Publishing Institute
Michelle Lynn's Transamerica Experience 2015 - 2015
Job To Your Health and Beach Body
Industry Health, Wellness and Fitness
Experience
To Your Health August 2014 - Present
Transamerica 2015 - 2015
Transamerica 2015 - 2015
FITNESS January 1999 - April 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Training, Fitness Training, Nutrition Education, Yoga Instruction, Pilates Instruction, Dance Instruction, Martial Arts Instruction, Weight Training, Weight Management, Weight Loss Coaching, Plyometrics, Aerobics, Physical Therapy, Physical Education, Sports Nutrition, Diet Planning, Bodybuilding, Body Sculpting, Supplements
Education
University of Evansville 2002 — 2005
Bachelor's degree, Kinesiology and Exercise Science
University of Evansville
bachelors of kenisiology, Nutrition Sciences, 3.86
To Your Health August 2014 - Present
Transamerica 2015 - 2015
Transamerica 2015 - 2015
FITNESS January 1999 - April 2014
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Training, Fitness Training, Nutrition Education, Yoga Instruction, Pilates Instruction, Dance Instruction, Martial Arts Instruction, Weight Training, Weight Management, Weight Loss Coaching, Plyometrics, Aerobics, Physical Therapy, Physical Education, Sports Nutrition, Diet Planning, Bodybuilding, Body Sculpting, Supplements
Education
University of Evansville 2002 — 2005
Bachelor's degree, Kinesiology and Exercise Science
University of Evansville
bachelors of kenisiology, Nutrition Sciences, 3.86
Katrina Vargas Bakas Katrina Vargas Bakas's Transamerica Experience March 2014 - Present
Job Digital Marketing Specialist at Transamerica
Industry Marketing and Advertising
Experience
Transamerica March 2014 - Present
Nordstrom fsb May 2012 - March 2014
Hope Connects May 2013 - December 2013
Marriott International May 2010 - May 2011
Skills
Leadership, Customer Service, Spanish, Time Management, Web Content Management, Team Management, Research, Call Center Development, Public Speaking, Volunteer Management, Volunteer Recruiting, Spanish-speaking, Web Content, Reporting & Analysis, Online Marketing, Inbound Marketing, International Economics, Hospitality, Leadership Development, Chinese culture, Chinese history, Travel, International Business, HTML emails, HTML scripting, SDL Tridion, SharePoint, HubSpot, Marketing, Marketing Strategy, Facebook, Facebook Marketing, Data Segmentation, Continuous Improvement, Technical Documentation, Documentation, Management, Social Media Marketing, Digital Marketing, Microsoft Office, CRM, Social Media, Analysis, Social Networking
Education
University of Colorado at Denver 2009 — 2013
Bachelor of Arts (B.A.), International/Global Studies
Boulder Creek High School 2005 — 2008
High School Diploma, General Studies
Transamerica March 2014 - Present
Nordstrom fsb May 2012 - March 2014
Hope Connects May 2013 - December 2013
Marriott International May 2010 - May 2011
Skills
Leadership, Customer Service, Spanish, Time Management, Web Content Management, Team Management, Research, Call Center Development, Public Speaking, Volunteer Management, Volunteer Recruiting, Spanish-speaking, Web Content, Reporting & Analysis, Online Marketing, Inbound Marketing, International Economics, Hospitality, Leadership Development, Chinese culture, Chinese history, Travel, International Business, HTML emails, HTML scripting, SDL Tridion, SharePoint, HubSpot, Marketing, Marketing Strategy, Facebook, Facebook Marketing, Data Segmentation, Continuous Improvement, Technical Documentation, Documentation, Management, Social Media Marketing, Digital Marketing, Microsoft Office, CRM, Social Media, Analysis, Social Networking
Education
University of Colorado at Denver 2009 — 2013
Bachelor of Arts (B.A.), International/Global Studies
Boulder Creek High School 2005 — 2008
High School Diploma, General Studies
Erica Brittain's Transamerica Experience May 2001 - July 2007
Job Manager at MetLife
Industry Insurance
Experience
MetLife August 2013 - Present
MetLife September 2009 - July 2013
MetLife July 2007 - August 2009
Transamerica May 2001 - July 2007
Englewood Christian Academy August 1995 - May 2000
Liberty Public Schools August 1993 - May 1994
Lighthouse Preschool August 1992 - July 1993
Skills
Process Improvement, Insurance, Management, Leadership, Coaching, Customer Service, Change Management, Performance Management, Team Management, Customer Satisfaction, Business Process..., Team Building, Quality Assurance
Education
Central Missouri State University 1988 — 1992
B.S.E., Elementary Education and Teaching
MetLife August 2013 - Present
MetLife September 2009 - July 2013
MetLife July 2007 - August 2009
Transamerica May 2001 - July 2007
Englewood Christian Academy August 1995 - May 2000
Liberty Public Schools August 1993 - May 1994
Lighthouse Preschool August 1992 - July 1993
Skills
Process Improvement, Insurance, Management, Leadership, Coaching, Customer Service, Change Management, Performance Management, Team Management, Customer Satisfaction, Business Process..., Team Building, Quality Assurance
Education
Central Missouri State University 1988 — 1992
B.S.E., Elementary Education and Teaching
Simeon McGrath Simeon McGrath's Transamerica Experience May 2015 - Present
Job Internal Wholesaler at Transamerica
Industry Financial Services
Experience
Transamerica May 2015 - Present
EMPOWER Retirement April 2014 - Present
EMPOWER Retirement March 2012 - April 2014
EMPOWER Retirement August 2010 - March 2012
EMPOWER Retirement August 2010 - March 2012
Skills
Customer Service, Financial Analysis, Financial Services, Insurance, Management, Leadership, Investments, Mutual Funds, Sales, 401k, Microsoft Office
Education
University of Colorado Denver
Transamerica May 2015 - Present
EMPOWER Retirement April 2014 - Present
EMPOWER Retirement March 2012 - April 2014
EMPOWER Retirement August 2010 - March 2012
EMPOWER Retirement August 2010 - March 2012
Skills
Customer Service, Financial Analysis, Financial Services, Insurance, Management, Leadership, Investments, Mutual Funds, Sales, 401k, Microsoft Office
Education
University of Colorado Denver
Marcia May Marcia May's Transamerica Experience June 1996 - January 1997
Job Program Manager Value Enablement at Taulia, Inc.
Industry Financial Services
Experience
Taulia, Inc. September 2014 - Present
Nextrust, Inc. October 2013 - August 2014
Morgan Stanley December 2011 - June 2012
Weilenmann School of Discovery June 2010 - March 2011
Fidelity Investments April 2003 - July 2008
Charles Schwab February 1997 - October 2001
Transamerica June 1996 - January 1997
Fidelity Investments January 1994 - June 1996
Skills
Relationship Management, SaaS, New Business Development, Strategic Planning, Start-ups, Strategy, Financial Services, Business Development, Program Management, Business Process..., Software Project..., Retirement Planning, Human Resources, Investments, Account Management
Education
Westminster College
MAcc Candidate
The University of Connecticut
BS
Taulia, Inc. September 2014 - Present
Nextrust, Inc. October 2013 - August 2014
Morgan Stanley December 2011 - June 2012
Weilenmann School of Discovery June 2010 - March 2011
Fidelity Investments April 2003 - July 2008
Charles Schwab February 1997 - October 2001
Transamerica June 1996 - January 1997
Fidelity Investments January 1994 - June 1996
Skills
Relationship Management, SaaS, New Business Development, Strategic Planning, Start-ups, Strategy, Financial Services, Business Development, Program Management, Business Process..., Software Project..., Retirement Planning, Human Resources, Investments, Account Management
Education
Westminster College
MAcc Candidate
The University of Connecticut
BS
Lacy McKinley Lacy McKinley's Transamerica Experience March 2015 - Present
Job Sales Desk Assistant at Transamerica
Industry Human Resources
Experience
Transamerica March 2015 - Present
University of Colorado Boulder September 2014 - Present
Interns2Startups November 2014 - March 2015
University of Colorado Law School 2013 - August 2014
San Luis Valley Regional Medical Center 2012 - 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Customer Service, English, Research, Human Resources, Public Speaking, Time Management, Social Media, Leadership, Event Planning, Marketing, Social Networking
Education
University of Colorado Boulder - Leeds School of Business 2013 — 2017
University of Colorado at Boulder 2013 — 2017
Human Resource Management & Marketing, Junior
Transamerica March 2015 - Present
University of Colorado Boulder September 2014 - Present
Interns2Startups November 2014 - March 2015
University of Colorado Law School 2013 - August 2014
San Luis Valley Regional Medical Center 2012 - 2013
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Customer Service, English, Research, Human Resources, Public Speaking, Time Management, Social Media, Leadership, Event Planning, Marketing, Social Networking
Education
University of Colorado Boulder - Leeds School of Business 2013 — 2017
University of Colorado at Boulder 2013 — 2017
Human Resource Management & Marketing, Junior
January Benjamin's Transamerica Experience July 2015 - Present
Job Project Manager at Transamerica
Industry Information Technology and Services
Experience
Transamerica July 2015 - Present
Transamerica May 2014 - June 2015
Pearson North America October 2013 - May 2014
Rockwell Collins May 2013 - October 2013
Rockwell Collins January 2012 - May 2013
Morgan and Morio Oral Surgery September 2009 - January 2012
Noelridge Dental October 2006 - February 2009
Gentle Dental, Cedar Rapids Iowa March 2006 - September 2006
stylist July 2003 - February 2006
Skills
Organizing, Time Management, Customer Service, Microsoft Word, Software Documentation, Employee Benefits, Analysis, Teamwork, Lotus Notes, Training, Team work and..., Developing Self and..., Drive for Results, Customer Satisfaction
Education
University of Dubuque 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Mount Mercy University 2010 — 2013
Bachelor of Science, Business
Transamerica July 2015 - Present
Transamerica May 2014 - June 2015
Pearson North America October 2013 - May 2014
Rockwell Collins May 2013 - October 2013
Rockwell Collins January 2012 - May 2013
Morgan and Morio Oral Surgery September 2009 - January 2012
Noelridge Dental October 2006 - February 2009
Gentle Dental, Cedar Rapids Iowa March 2006 - September 2006
stylist July 2003 - February 2006
Skills
Organizing, Time Management, Customer Service, Microsoft Word, Software Documentation, Employee Benefits, Analysis, Teamwork, Lotus Notes, Training, Team work and..., Developing Self and..., Drive for Results, Customer Satisfaction
Education
University of Dubuque 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Mount Mercy University 2010 — 2013
Bachelor of Science, Business
Heather Malfa Heather Malfa's Transamerica Experience June 2015 - Present
Job Wholesaler at Transamerica Capital
Industry Financial Services
Experience
Transamerica June 2015 - Present
Junior League of Denver September 2007 - Present
JPMorgan Chase May 2012 - June 2015
JP Morgan Chase October 2008 - May 2012
Ameriprise Financial Advisors March 2007 - September 2008
Mark VII Equipment 2003 - 2007
Arrow Electronics 2001 - 2003
Rhythms NetConnections 2000 - 2001
Advanced Energy Industries 1996 - 2000
Skills
Series 7, Series 66, Account Management, Change Management, Finance, Financial Services, Investments, Mutual Funds, Relationship Management, Retirement Planning, Strategic Financial..., Financial Analysis, Uniform Combined State..., Leadership, Financial Planning, Banking, Insurance, Series 63, Mortgage Lending, Management
Education
University of Colorado Boulder 1995 — 2000
Bachelors, Business - Computer Information Systems
University of Colorado Denver
Transamerica June 2015 - Present
Junior League of Denver September 2007 - Present
JPMorgan Chase May 2012 - June 2015
JP Morgan Chase October 2008 - May 2012
Ameriprise Financial Advisors March 2007 - September 2008
Mark VII Equipment 2003 - 2007
Arrow Electronics 2001 - 2003
Rhythms NetConnections 2000 - 2001
Advanced Energy Industries 1996 - 2000
Skills
Series 7, Series 66, Account Management, Change Management, Finance, Financial Services, Investments, Mutual Funds, Relationship Management, Retirement Planning, Strategic Financial..., Financial Analysis, Uniform Combined State..., Leadership, Financial Planning, Banking, Insurance, Series 63, Mortgage Lending, Management
Education
University of Colorado Boulder 1995 — 2000
Bachelors, Business - Computer Information Systems
University of Colorado Denver
Kate Schmitz Kate Schmitz's Transamerica Experience August 2015 - Present
Job VP, Digital at Transamerica
Industry Internet
Experience
Transamerica August 2015 - Present
Cactus Marketing Communications October 2011 - August 2015
Kate Jensen Interactive 2008 - July 2015
Milesbrand 2006 - 2008
Creation Chamber 2000 - 2006
Skills
Advertising, Digital Strategy, SEO, Information Architecture, Web Site Production, Web Production..., SEM, Online Advertising, Social Media, Social Media Marketing, Digital Project..., Creative Direction, Marketing Communications, Web Design, Integrated Marketing, Start-ups, Brand Development, Interactive Advertising, Web Development, Mobile Marketing, Web Analytics, Digital Marketing, Interactive Marketing, Creative Strategy, Google Analytics, Email Marketing, Online Marketing, Digital Media, User Interface Design, Interaction Design, Strategy, User Experience
Education
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
BS, Business Administration and Management, General
Transamerica August 2015 - Present
Cactus Marketing Communications October 2011 - August 2015
Kate Jensen Interactive 2008 - July 2015
Milesbrand 2006 - 2008
Creation Chamber 2000 - 2006
Skills
Advertising, Digital Strategy, SEO, Information Architecture, Web Site Production, Web Production..., SEM, Online Advertising, Social Media, Social Media Marketing, Digital Project..., Creative Direction, Marketing Communications, Web Design, Integrated Marketing, Start-ups, Brand Development, Interactive Advertising, Web Development, Mobile Marketing, Web Analytics, Digital Marketing, Interactive Marketing, Creative Strategy, Google Analytics, Email Marketing, Online Marketing, Digital Media, User Interface Design, Interaction Design, Strategy, User Experience
Education
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
BS, Business Administration and Management, General
Eric Poshka's Transamerica Experience June 2015 - Present
Job Transamerica Intern
Industry Financial Services
Experience
Transamerica June 2015 - Present
Pierce Country Day Camp June 2011 - August 2014
Chimera Strategies January 2013 - June 2013
Skills
Budgeting, Cold Calling, Data Entry, Microsoft Excel, Microsoft Word, Public Speaking, PowerPoint
Education
University of Delaware 2013 — 2017
Bachelor's Degree, Finance and Operations Management
Roslyn High School 2009 — 2013
Transamerica June 2015 - Present
Pierce Country Day Camp June 2011 - August 2014
Chimera Strategies January 2013 - June 2013
Skills
Budgeting, Cold Calling, Data Entry, Microsoft Excel, Microsoft Word, Public Speaking, PowerPoint
Education
University of Delaware 2013 — 2017
Bachelor's Degree, Finance and Operations Management
Roslyn High School 2009 — 2013
Marcia Anderson Marcia Anderson's Transamerica Experience July 2007 - May 2009
Job Managing Partner at Unishippers
Industry Package/Freight Delivery
Experience
Unishippers Account Executive III and Sales Manager IIIBright House NetworksFebruary 2012 - November 2014
Transamerica July 2007 - May 2009
Franklin Templeton Investments October 2000 - July 2007
Skills
Telecommunications, Sales, Investments, Account Management, Direct Sales, Customer Service, Solution Selling, Sales Management, Team Building, New Business Development, Management, Contract Negotiation, Leadership
Education
University of Florida 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Unishippers Account Executive III and Sales Manager IIIBright House NetworksFebruary 2012 - November 2014
Transamerica July 2007 - May 2009
Franklin Templeton Investments October 2000 - July 2007
Skills
Telecommunications, Sales, Investments, Account Management, Direct Sales, Customer Service, Solution Selling, Sales Management, Team Building, New Business Development, Management, Contract Negotiation, Leadership
Education
University of Florida 1995 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Michael Helgeson, CFS® Michael Helgeson, CFS®'s Transamerica Experience December 2014 - Present
Job Wholesaler Mutual Funds with Transamerica Capital, Inc.
Industry Financial Services
Experience
Transamerica December 2014 - Present
Jackson August 2012 - October 2014
Jackson August 2010 - August 2012
Alfred Kärcher GmbH & Co. KG June 2009 - December 2009
Skills
Variable Annuities, Mutual Funds, Hold Series 7, Series 6, Series 63, Life & Health Insurance..., Sales, Investments, Alternative Investments, Retirement Planning, Financial Services, FINRA, New Business Development, Series 7, Fixed Annuities, Retirement, Insurance, Finance, Asset Allocation, Wealth Management, Salesforce.com, Microsoft Excel, Investment Strategies, Customer Service
Education
University of Colorado Boulder 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
University of Virginia 2008 — 2008
Semester at Sea, International Business
Transamerica December 2014 - Present
Jackson August 2012 - October 2014
Jackson August 2010 - August 2012
Alfred Kärcher GmbH & Co. KG June 2009 - December 2009
Skills
Variable Annuities, Mutual Funds, Hold Series 7, Series 6, Series 63, Life & Health Insurance..., Sales, Investments, Alternative Investments, Retirement Planning, Financial Services, FINRA, New Business Development, Series 7, Fixed Annuities, Retirement, Insurance, Finance, Asset Allocation, Wealth Management, Salesforce.com, Microsoft Excel, Investment Strategies, Customer Service
Education
University of Colorado Boulder 2005 — 2009
Bachelor of Business Administration (BBA), Finance, General
University of Virginia 2008 — 2008
Semester at Sea, International Business
Andrew Feldman Andrew Feldman's Transamerica Experience February 2008 - December 2009
Job Private Wealth Advisor at Legacy Wealth Partners
Industry Financial Services
Experience
Legacy Wealth Partners LLC April 2014 - Present
AXA Advisors 2009 - April 2014
Transamerica February 2008 - December 2009
Wells Fargo September 2007 - February 2008
Merrill Lynch June 2006 - August 2006
Skills
Finance, Financial Services, Investment Advisory, Estate Planning, Networking, Customer Service, Public Relations, Leadership, Sales, Risk Management, Investment Strategies, IRAs, Valuation, Disability Insurance, Retirement Planning, Small Business, Mutual Funds, Financial Analysis, Strategic Planning, Series 63, Series 7
Education
University of Denver 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Vail Mountain School 1999 — 2003
Legacy Wealth Partners LLC April 2014 - Present
AXA Advisors 2009 - April 2014
Transamerica February 2008 - December 2009
Wells Fargo September 2007 - February 2008
Merrill Lynch June 2006 - August 2006
Skills
Finance, Financial Services, Investment Advisory, Estate Planning, Networking, Customer Service, Public Relations, Leadership, Sales, Risk Management, Investment Strategies, IRAs, Valuation, Disability Insurance, Retirement Planning, Small Business, Mutual Funds, Financial Analysis, Strategic Planning, Series 63, Series 7
Education
University of Denver 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Vail Mountain School 1999 — 2003
Carol Ann Hanser May's Transamerica Experience January 2014 - April 2015
Job Executive Asst | Human Resources Admin
Industry Human Resources
Experience
Transamerica January 2014 - April 2015
Comcast March 2013 - September 2013
Auto-Owners Insurance September 2008 - November 2012
Arbonne International May 2004 - December 2010
TALX January 2008 - September 2008
Grand Hyatt Denver March 2004 - May 2005
Lennox Industries September 2003 - March 2004
Stay at home mom July 1999 - September 2003
ING July 1992 - July 1999
MassMutual Financial Group July 1990 - July 1992
Skills
Human Resources, Employee Training, Team Training, Mentoring New Hires, Coaching, Unemployment Claims, Employee Benefits, Manual Creation, Member of Toastmasters, Presentations, Public Speaking, Executive..., Coordinating Events, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Life Insurance, Property & Casualty..., Variable Annuities, Management, Team Building, Leadership, Project Management, Strategic Planning, Sales, Sales Operations, Marketing, Customer Service
Education
Argosy University Denver
Bachelor of Arts (B.A.), Industrial/Organizational Psychology, 3.41
University of Denver
Pyschology
Transamerica January 2014 - April 2015
Comcast March 2013 - September 2013
Auto-Owners Insurance September 2008 - November 2012
Arbonne International May 2004 - December 2010
TALX January 2008 - September 2008
Grand Hyatt Denver March 2004 - May 2005
Lennox Industries September 2003 - March 2004
Stay at home mom July 1999 - September 2003
ING July 1992 - July 1999
MassMutual Financial Group July 1990 - July 1992
Skills
Human Resources, Employee Training, Team Training, Mentoring New Hires, Coaching, Unemployment Claims, Employee Benefits, Manual Creation, Member of Toastmasters, Presentations, Public Speaking, Executive..., Coordinating Events, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Life Insurance, Property & Casualty..., Variable Annuities, Management, Team Building, Leadership, Project Management, Strategic Planning, Sales, Sales Operations, Marketing, Customer Service
Education
Argosy University Denver
Bachelor of Arts (B.A.), Industrial/Organizational Psychology, 3.41
University of Denver
Pyschology
David Connors David Connors's Transamerica Experience November 2008 - October 2011
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2012 - Present
Transamerica November 2008 - October 2011
RiverSource Distributors, Inc. March 2007 - November 2008
Pioneer Investments November 2005 - March 2007
John Hancock Financial Services December 1999 - December 2003
US Navy December 1991 - December 1995
Education
University of Central Florida - College of Business Administration 1997 — 1999
BSBA, Finance
RBC Wealth Management February 2012 - Present
Transamerica November 2008 - October 2011
RiverSource Distributors, Inc. March 2007 - November 2008
Pioneer Investments November 2005 - March 2007
John Hancock Financial Services December 1999 - December 2003
US Navy December 1991 - December 1995
Education
University of Central Florida - College of Business Administration 1997 — 1999
BSBA, Finance
Matt Botu's Transamerica Experience September 2014 - December 2014
Job Actuarial Student at UnitedHealthcare StudentResources
Industry Management Consulting
Experience
UnitedHealthcare StudentResources 2014 - Present
Transamerica September 2014 - December 2014
Aon Hewitt July 2012 - September 2014
Textbook Solutions February 2011 - December 2011
Walt Disney World March 2010 - August 2010
Creekside Dinery April 2009 - August 2009
Athlete Connections January 2009 - April 2009
Skills
Actuarial Exams, Microsoft Office, SQL, VBA, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of Central Florida 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
UnitedHealthcare StudentResources 2014 - Present
Transamerica September 2014 - December 2014
Aon Hewitt July 2012 - September 2014
Textbook Solutions February 2011 - December 2011
Walt Disney World March 2010 - August 2010
Creekside Dinery April 2009 - August 2009
Athlete Connections January 2009 - April 2009
Skills
Actuarial Exams, Microsoft Office, SQL, VBA, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word
Education
University of Central Florida 2007 — 2011
Bachelor of Science (BS), Business Administration and Management, General
Doug Lestikow, CVA's Transamerica Experience June 2008 - February 2009
Job Special Projects Manager, Designer
Industry Construction
Experience
Closet Factory April 2014 - Present
GHP Horwath, P.C. August 2013 - March 2014
GHP Horwath, P.C. June 2012 - July 2013
GHP Horwath, P.C. January 2011 - June 2012
GHP Horwath, P.C. March 2009 - January 2011
Transamerica June 2008 - February 2009
Strategic Financial Partners 2008 - 2008
CB Richard Ellis 2003 - 2003
Skills
Business Valuation, DCF, Equity Research, Financial Modeling, Research, Report Writing, Report Generation, Litigation Support, Corporate Finance, Social Media, Social Media Marketing, Social Media Development, Due Diligence, Spanish, Private Equity, CPA
Education
University of Denver 2004 — 2008
MS Finance, Finance
University of Denver - Daniels College of Business 2004 — 2008
BSBA, Finance
University of Denver - Daniels College of Business 2004 — 2008
BSBA, Finance
Closet Factory April 2014 - Present
GHP Horwath, P.C. August 2013 - March 2014
GHP Horwath, P.C. June 2012 - July 2013
GHP Horwath, P.C. January 2011 - June 2012
GHP Horwath, P.C. March 2009 - January 2011
Transamerica June 2008 - February 2009
Strategic Financial Partners 2008 - 2008
CB Richard Ellis 2003 - 2003
Skills
Business Valuation, DCF, Equity Research, Financial Modeling, Research, Report Writing, Report Generation, Litigation Support, Corporate Finance, Social Media, Social Media Marketing, Social Media Development, Due Diligence, Spanish, Private Equity, CPA
Education
University of Denver 2004 — 2008
MS Finance, Finance
University of Denver - Daniels College of Business 2004 — 2008
BSBA, Finance
University of Denver - Daniels College of Business 2004 — 2008
BSBA, Finance
Kristen Funk Kristen Funk's Transamerica Experience May 2012 - August 2012
Job Assurance Associate at PwC
Industry Financial Services
Experience
PwC September 2014 - Present
Goldman Sachs May 2013 - August 2013
Transamerica May 2012 - August 2012
Skills
Spanish, Microsoft Office, Bloomberg, Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Accounting, Corporate Finance, Social Media, Time Management, Teamwork, Leadership, Financial Accounting, Microsoft Word
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
CIEE Business and Society-Seville, Spain 2012 — 2012
International Business
PwC September 2014 - Present
Goldman Sachs May 2013 - August 2013
Transamerica May 2012 - August 2012
Skills
Spanish, Microsoft Office, Bloomberg, Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Accounting, Corporate Finance, Social Media, Time Management, Teamwork, Leadership, Financial Accounting, Microsoft Word
Education
University of Colorado at Boulder 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
CIEE Business and Society-Seville, Spain 2012 — 2012
International Business
Marcy Matenkoski Marcy Matenkoski's Transamerica Experience May 2012 - August 2012
Job at
Industry Financial Services
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan December 2012 - Present
Clean Plate Culinary October 2012 - December 2012
University of Delaware October 2011 - December 2012
Transamerica May 2012 - August 2012
Skills
Microsoft Office, Minitab, French, Chinese, Writing, Presentations, Highly motivated..., Analytic Thinking, Team-oriented, Tender Option Bonds, Mortgage Backed..., Microsoft Excel, PowerPoint, Microsoft Word, Access, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (BS), Finance and Economics
Oxford Area High School
High School Diploma
J.P. Morgan June 2014 - Present
J.P. Morgan December 2012 - Present
Clean Plate Culinary October 2012 - December 2012
University of Delaware October 2011 - December 2012
Transamerica May 2012 - August 2012
Skills
Microsoft Office, Minitab, French, Chinese, Writing, Presentations, Highly motivated..., Analytic Thinking, Team-oriented, Tender Option Bonds, Mortgage Backed..., Microsoft Excel, PowerPoint, Microsoft Word, Access, Time Management
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
Bachelor of Science (BS), Finance and Economics
Oxford Area High School
High School Diploma
Laura Scully's Transamerica Experience February 2011 - Present
Job Communications Executive
Industry Financial Services
Experience
Transamerica February 2011 - Present
Transamerica January 2002 - February 2011
Transamerica December 1986 - January 2002
Grey Advertising July 1984 - December 1986
Skills
Internal Communications, Strategic Planning, Brand Communication, Marketing Communications, Marketing Strategy, Copywriting, Leadership, Integrated Marketing, Public Relations, Account Management, Human Resources, Fundraising, Strategy
Education
University of California, Santa Cruz 1974 — 1978
BA, American Studies
Transamerica February 2011 - Present
Transamerica January 2002 - February 2011
Transamerica December 1986 - January 2002
Grey Advertising July 1984 - December 1986
Skills
Internal Communications, Strategic Planning, Brand Communication, Marketing Communications, Marketing Strategy, Copywriting, Leadership, Integrated Marketing, Public Relations, Account Management, Human Resources, Fundraising, Strategy
Education
University of California, Santa Cruz 1974 — 1978
BA, American Studies
Nicholas Verderamo Nicholas Verderamo's Transamerica Experience November 2012 - Present
Job Actuary at Transamerica
Industry Insurance
Experience
Transamerica November 2012 - Present
Ryleigh's Oyster May 2011 - December 2011
Blue Ox Bar and Grill May 2009 - August 2010
Skills
Microsoft Office, R, Actuarial Science, Actuarial Exams, Financial Analysis, Financial Modeling, Financial Risk..., Risk Management, Enterprise Risk..., Analytics, Probability, Actuaries, Quantitative Finance, Access, Financial Reporting, VBA
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts (B.A.), Actuarial Science
Calvert Hall College High School 2004 — 2008
9-12
Transamerica November 2012 - Present
Ryleigh's Oyster May 2011 - December 2011
Blue Ox Bar and Grill May 2009 - August 2010
Skills
Microsoft Office, R, Actuarial Science, Actuarial Exams, Financial Analysis, Financial Modeling, Financial Risk..., Risk Management, Enterprise Risk..., Analytics, Probability, Actuaries, Quantitative Finance, Access, Financial Reporting, VBA
Education
The University of Connecticut 2008 — 2012
Bachelor of Arts (B.A.), Actuarial Science
Calvert Hall College High School 2004 — 2008
9-12
Chuck Gray, The 401k Rollover Guy in Ohio's Transamerica Experience September 2006 - Present
Job Independent Insurance Broker
Industry Insurance
Experience
Chuck Gray Financial October 2013 - Present
Transamerica September 2006 - Present
Liberty Tax Service January 2014 - April 2014
Transamerica Agency Network, Inc. September 2006 - August 2013
Skills
Marketing Strategy, Sales Management, Entrepreneur, Insurance, Fixed Annuities, New Business Development, Term Life Insurance, Marketing, Sales, Universal Life, Coaching, Disability Insurance, IRAs, Lead Generation, Life Insurance, Long-term Care, Social Media Marketing, Whole Life, Strategic Planning, Direct Sales, Roth IRA, Retirement, Retirement Planning, Long Term Care Insurance, Critical Illness, 401k, Small Business, Accident, Financial Planning, Employee Benefits, Investments, Finance, Brokers
Education
University of Dayton 1979 — 1984
BA, History
Arcanum High School
High School
Chuck Gray Financial October 2013 - Present
Transamerica September 2006 - Present
Liberty Tax Service January 2014 - April 2014
Transamerica Agency Network, Inc. September 2006 - August 2013
Skills
Marketing Strategy, Sales Management, Entrepreneur, Insurance, Fixed Annuities, New Business Development, Term Life Insurance, Marketing, Sales, Universal Life, Coaching, Disability Insurance, IRAs, Lead Generation, Life Insurance, Long-term Care, Social Media Marketing, Whole Life, Strategic Planning, Direct Sales, Roth IRA, Retirement, Retirement Planning, Long Term Care Insurance, Critical Illness, 401k, Small Business, Accident, Financial Planning, Employee Benefits, Investments, Finance, Brokers
Education
University of Dayton 1979 — 1984
BA, History
Arcanum High School
High School
Ross D. Vincenti's Transamerica Experience 1994 - 1997
Job
Industry Telecommunications
Experience
OneWeb (WorldVu Satellites Ltd.) April 2015 - Present
Sisvel Group January 2014 - April 2015
Sisvel U.S., Inc. (part of Sisvel Group) September 2013 - April 2015
Audio MPEG, Inc. September 2013 - April 2015
Clearwire Corporation December 2008 - September 2013
Sprint Nextel November 2003 - November 2008
Siemens May 2001 - November 2003
FutureLink 2000 - 2001
Washington Mutual (Long Beach Mortgage Company division) 1997 - 2000
Transamerica 1994 - 1997
Skills
Cloud Computing, Telecommunications, Privacy Law, Digital Media, Litigation, Networking, E-commerce, Commercial Litigation, Licensing, Wireless, Mobile Devices, Start-ups, Intellectual Property, Corporate Governance, Strategy, Mergers & Acquisitions, Corporate Law, Venture Capital, Joint Ventures, Contract Negotiation, Management, Strategic Partnerships, Due Diligence, Leadership, Software Licensing, Patents, 4G, Executive Management, Broadband, Copyright Law, Data Privacy, Corporate Development, WiMAX, Competition Law, Mobile Technology, Employment Law, Legal Writing, Legal Compliance, Dispute Resolution, Trade Secrets, Trademarks, SaaS, Legal Research, IP, Finance, Legal Issues, Restructuring, International Law, Securities Regulation
Education
University of Southern California
JD
University of California, Santa Barbara
Bachelor's Degree
OneWeb (WorldVu Satellites Ltd.) April 2015 - Present
Sisvel Group January 2014 - April 2015
Sisvel U.S., Inc. (part of Sisvel Group) September 2013 - April 2015
Audio MPEG, Inc. September 2013 - April 2015
Clearwire Corporation December 2008 - September 2013
Sprint Nextel November 2003 - November 2008
Siemens May 2001 - November 2003
FutureLink 2000 - 2001
Washington Mutual (Long Beach Mortgage Company division) 1997 - 2000
Transamerica 1994 - 1997
Skills
Cloud Computing, Telecommunications, Privacy Law, Digital Media, Litigation, Networking, E-commerce, Commercial Litigation, Licensing, Wireless, Mobile Devices, Start-ups, Intellectual Property, Corporate Governance, Strategy, Mergers & Acquisitions, Corporate Law, Venture Capital, Joint Ventures, Contract Negotiation, Management, Strategic Partnerships, Due Diligence, Leadership, Software Licensing, Patents, 4G, Executive Management, Broadband, Copyright Law, Data Privacy, Corporate Development, WiMAX, Competition Law, Mobile Technology, Employment Law, Legal Writing, Legal Compliance, Dispute Resolution, Trade Secrets, Trademarks, SaaS, Legal Research, IP, Finance, Legal Issues, Restructuring, International Law, Securities Regulation
Education
University of Southern California
JD
University of California, Santa Barbara
Bachelor's Degree
Peter Zamuka's Transamerica Experience August 1994 - July 1997
Job Technology Project Manager
Industry Financial Services
Experience
Ajilon Consulting September 2008 - Present
Bank of America August 1997 - June 2008
Transamerica August 1994 - July 1997
Phoenix Life Insurance Company 1984 - 1990
Education
University of Florida 1968 — 1969
Mathematics - Education
University of Hartford 1963 — 1968
MEd, Education & Mathematics
Ajilon Consulting September 2008 - Present
Bank of America August 1997 - June 2008
Transamerica August 1994 - July 1997
Phoenix Life Insurance Company 1984 - 1990
Education
University of Florida 1968 — 1969
Mathematics - Education
University of Hartford 1963 — 1968
MEd, Education & Mathematics
Eric Estrin's Transamerica Experience December 2014 - Present
Job Registered Representative at Transamerica
Industry Financial Services
Experience
Transamerica December 2014 - Present
WFG - World Financial Group October 2012 - Present
LA Observed February 2008 - Present
Writers Guild of America West 1986 - Present
Movie Smackdown June 2011 - August 2015
WFG - World Financial Group October 2012 - April 2013
Independent January 2006 - October 2012
The Wrap January 2009 - January 2012
LA Observed February 2008 - September 2008
Sony Pictures Entertainment 1998 - 2000
Skills
Film, Television, Entertainment, Screenwriting, Blogging, New Media, Storytelling, Feature Films, Video Production, Editing, Publicity, Producing, Magazines, Books, Film Production, Video, Broadcast, Creative Writing, Journalism, Drama, Media Relations, Publications, Reality, Music, Copy Editing, Scripting, Content Strategy, Documentaries, Personal Finance
Education
University of Florida 1971 — 1975
Bachelor of Science (B.S.)
Transamerica December 2014 - Present
WFG - World Financial Group October 2012 - Present
LA Observed February 2008 - Present
Writers Guild of America West 1986 - Present
Movie Smackdown June 2011 - August 2015
WFG - World Financial Group October 2012 - April 2013
Independent January 2006 - October 2012
The Wrap January 2009 - January 2012
LA Observed February 2008 - September 2008
Sony Pictures Entertainment 1998 - 2000
Skills
Film, Television, Entertainment, Screenwriting, Blogging, New Media, Storytelling, Feature Films, Video Production, Editing, Publicity, Producing, Magazines, Books, Film Production, Video, Broadcast, Creative Writing, Journalism, Drama, Media Relations, Publications, Reality, Music, Copy Editing, Scripting, Content Strategy, Documentaries, Personal Finance
Education
University of Florida 1971 — 1975
Bachelor of Science (B.S.)
Rudy Rudraprasad's Transamerica Experience February 1997 - January 1999
Job Technical Specialist II Software Architect Development at AAA
Industry Information Technology and Services
Experience
AAA January 2015 - Present
Attorneys's Title Insurance Fund, Inc January 1999 - December 2014
The Fund January 1999 - December 2014
Transamerica February 1997 - January 1999
Skills
Visio, Software Project..., Leadership, Requirements Analysis, SDLC, Microsoft SQL Server, Team Building, SQL, Software Documentation, SharePoint, Vendor Management, .NET, Business Analysis, Agile Methodologies, Software Development, C#, Java, JavaScript, Requirements Gathering
Education
University of Central Florida - College of Business Administration 2009 — 2011
Executive MBA, Business Administration
Govt BDT college of Engineering 1986 — 1990
Computer Science and Engineering
AAA January 2015 - Present
Attorneys's Title Insurance Fund, Inc January 1999 - December 2014
The Fund January 1999 - December 2014
Transamerica February 1997 - January 1999
Skills
Visio, Software Project..., Leadership, Requirements Analysis, SDLC, Microsoft SQL Server, Team Building, SQL, Software Documentation, SharePoint, Vendor Management, .NET, Business Analysis, Agile Methodologies, Software Development, C#, Java, JavaScript, Requirements Gathering
Education
University of Central Florida - College of Business Administration 2009 — 2011
Executive MBA, Business Administration
Govt BDT college of Engineering 1986 — 1990
Computer Science and Engineering
Kenn Smith's Transamerica Experience October 1998 - April 2007
Job Team Lead IV Imaging at Commerce Bancshares, Inc.
Industry Information Technology and Services
Experience
Commerce Bancshares, Inc. November 2013 - Present
Commerce Bancshares, Inc. 2007 - November 2013
Transamerica October 1998 - April 2007
Skills
SQL, Microsoft SQL Server, DB2, Java, JavaScript, Spring, Content Management, Unix Shell Scripting, Team Leadership, groovy, Database Design, Software Development, Oracle, Databases, Agile Methodologies, Business Analysis, Groovy, Requirements Analysis, SDLC
Education
University of Central Missouri 1984 — 1985
Master of Business Administration (MBA)
Central Missouri State University 1979 — 1984
Bachelor's degree, Business Administration and Management, General & Human Relations
Commerce Bancshares, Inc. November 2013 - Present
Commerce Bancshares, Inc. 2007 - November 2013
Transamerica October 1998 - April 2007
Skills
SQL, Microsoft SQL Server, DB2, Java, JavaScript, Spring, Content Management, Unix Shell Scripting, Team Leadership, groovy, Database Design, Software Development, Oracle, Databases, Agile Methodologies, Business Analysis, Groovy, Requirements Analysis, SDLC
Education
University of Central Missouri 1984 — 1985
Master of Business Administration (MBA)
Central Missouri State University 1979 — 1984
Bachelor's degree, Business Administration and Management, General & Human Relations
Andy Gorbenko's Transamerica Experience April 2005 - February 2008
Job Regional Sales Director West LA & Downtown at Empower Retirement
Industry Insurance
Experience
Great-West Retirement Services August 2013 - Present
Transamerica Retirement Services (Aegon subsidiary) January 2010 - August 2013
Transamerica Retirement Services February 2008 - January 2010
Transamerica April 2005 - February 2008
Skills
Series 63, Retirement, 401k, Mutual Funds, Retirement Planning, Pensions, Series 6, Investments, Asset Allocation, Profit Sharing, 401k Rollovers, Sales, Securities, Wealth Management, Financial Advisory, Qualified Retirement...
Education
University of California, Santa Barbara 2000 — 2005
Bachelor of Science (B.Sc.), Economics
Great-West Retirement Services August 2013 - Present
Transamerica Retirement Services (Aegon subsidiary) January 2010 - August 2013
Transamerica Retirement Services February 2008 - January 2010
Transamerica April 2005 - February 2008
Skills
Series 63, Retirement, 401k, Mutual Funds, Retirement Planning, Pensions, Series 6, Investments, Asset Allocation, Profit Sharing, 401k Rollovers, Sales, Securities, Wealth Management, Financial Advisory, Qualified Retirement...
Education
University of California, Santa Barbara 2000 — 2005
Bachelor of Science (B.Sc.), Economics
Karlynn Schramm, CEBS's Transamerica Experience January 2002 - September 2005
Job Retirement Plan Consultant
Industry Investment Management
Experience
Arthur J. Gallagher & Co. February 2015 - Present
John Hancock Financial Services July 2006 - September 2014
Transamerica January 2002 - September 2005
The Hartford March 2000 - January 2002
Great-West Financial January 1995 - March 2000
Skills
Retirement Plan..., Qualified Retirement..., ERISA, Defined Contribution, 401k, Profit Sharing, Investment Advisory, Investments, Mutual Funds, Asset Allocation, Defined Benefit, Pensions, Financial Advisory, Series 7, Series 65, IRAs, Retirement, Series 63, Insurance, Series 6, Uniform Combined State..., FINRA, Separately Managed..., Variable Annuities, Retirement Planning
Education
University of Denver - Daniels College of Business
Master of Business Administration (MBA)
University of Denver
Bachelor of Science in Business Administration (BSBA)
Arthur J. Gallagher & Co. February 2015 - Present
John Hancock Financial Services July 2006 - September 2014
Transamerica January 2002 - September 2005
The Hartford March 2000 - January 2002
Great-West Financial January 1995 - March 2000
Skills
Retirement Plan..., Qualified Retirement..., ERISA, Defined Contribution, 401k, Profit Sharing, Investment Advisory, Investments, Mutual Funds, Asset Allocation, Defined Benefit, Pensions, Financial Advisory, Series 7, Series 65, IRAs, Retirement, Series 63, Insurance, Series 6, Uniform Combined State..., FINRA, Separately Managed..., Variable Annuities, Retirement Planning
Education
University of Denver - Daniels College of Business
Master of Business Administration (MBA)
University of Denver
Bachelor of Science in Business Administration (BSBA)
Loi Yu's Transamerica Experience February 1999 - September 2013
Job Retirement Consultant at Allianz Life
Industry Financial Services
Experience
Allianz Life September 2013 - Present
Transamerica February 1999 - September 2013
Transamerica Capital Inc 1999 - September 2013
Education
University of California, Santa Barbara 1992 — 1996
Bachelor of Arts (B.A.), Economics
Allianz Life September 2013 - Present
Transamerica February 1999 - September 2013
Transamerica Capital Inc 1999 - September 2013
Education
University of California, Santa Barbara 1992 — 1996
Bachelor of Arts (B.A.), Economics
Tony Dabit's Transamerica Experience January 2008 - November 2009
Job Regional Vice President at Jackson National Life
Industry Financial Services
Experience
Jackson National Life December 2012 - Present
Jackson National Life Distributors LLC May 2011 - December 2012
Jackson National Life Distributors LLC November 2009 - May 2011
Transamerica January 2008 - November 2009
Skills
Mutual Funds, Retirement Planning, Variable Annuities, Investments, Series 6, Series 63, Strategic Financial..., Asset Managment, Fixed Annuities, Salesforce.com, Insurance, Financial Analysis, Alternative Investments, Financial Modeling, Life & Health Insurance..., Uniform Combined State..., 401k, Retirement, Cold Calling, Asset Management, Asset Allocation, Financial Planning
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Finance
University of Colorado Boulder
Jackson National Life December 2012 - Present
Jackson National Life Distributors LLC May 2011 - December 2012
Jackson National Life Distributors LLC November 2009 - May 2011
Transamerica January 2008 - November 2009
Skills
Mutual Funds, Retirement Planning, Variable Annuities, Investments, Series 6, Series 63, Strategic Financial..., Asset Managment, Fixed Annuities, Salesforce.com, Insurance, Financial Analysis, Alternative Investments, Financial Modeling, Life & Health Insurance..., Uniform Combined State..., 401k, Retirement, Cold Calling, Asset Management, Asset Allocation, Financial Planning
Education
University of Colorado at Boulder - Leeds School of Business 2003 — 2007
Finance
University of Colorado Boulder
Braulio Sanchez's Transamerica Experience September 2001 - February 2005
Job Director, International Tax at W.W. Grainger, Inc.
Industry Accounting
Experience
W.W. Grainger, Inc. 2012 - Present
W.W. Grainger July 2010 - 2012
Ernst & Young February 2005 - July 2010
Transamerica September 2001 - February 2005
Arthur Andersen September 2000 - September 2001
KPMG June 1998 - September 2000
Education
University of Denver 1996 — 1998
MST, Tax
UPR - Cayey Puerto Rico 1991 — 1996
BA, Accounting
W.W. Grainger, Inc. 2012 - Present
W.W. Grainger July 2010 - 2012
Ernst & Young February 2005 - July 2010
Transamerica September 2001 - February 2005
Arthur Andersen September 2000 - September 2001
KPMG June 1998 - September 2000
Education
University of Denver 1996 — 1998
MST, Tax
UPR - Cayey Puerto Rico 1991 — 1996
BA, Accounting
Vincent Hillery's Transamerica Experience 1998 - 2007
Job General Counsel
Industry Law Practice
Experience
TCF Inventory Finance, Inc. 2008 - 2015
Mayer Brown 2007 - 2008
Transamerica 1998 - 2007
Mayer Brown 1984 - 1998
Skills
Corporate Law, Securities Regulation, Mergers and Acquisitions, Joint Ventures, International, Banking, Employment Law, Legal Compliance, Asset Based Lending, Inventory Finance, Contract Negotiation, Commercial Contracts, Commercial Leasing, Insurance Premium..., Commercial Litigation, Legal Research, Intellectual Property, Mergers & Acquisitions, Corporate Governance, Risk Management, Due Diligence, Corporate Finance, Leadership, Management, Legal Writing
Education
University of Chicago Law School 1981 — 1984
J.D.
The University of Chicago 1977 — 1981
A.B. Economics
TCF Inventory Finance, Inc. 2008 - 2015
Mayer Brown 2007 - 2008
Transamerica 1998 - 2007
Mayer Brown 1984 - 1998
Skills
Corporate Law, Securities Regulation, Mergers and Acquisitions, Joint Ventures, International, Banking, Employment Law, Legal Compliance, Asset Based Lending, Inventory Finance, Contract Negotiation, Commercial Contracts, Commercial Leasing, Insurance Premium..., Commercial Litigation, Legal Research, Intellectual Property, Mergers & Acquisitions, Corporate Governance, Risk Management, Due Diligence, Corporate Finance, Leadership, Management, Legal Writing
Education
University of Chicago Law School 1981 — 1984
J.D.
The University of Chicago 1977 — 1981
A.B. Economics
David Koo's Transamerica Experience April 2004 - June 2006
Job none at none
Industry Financial Services
Experience
Alps Inc July 2006 - September 2008
Transamerica April 2004 - June 2006
INVESCO Funds Group, INC February 1992 - July 2003
Education
University of Colorado Boulder 1987 — 1989
Alps Inc July 2006 - September 2008
Transamerica April 2004 - June 2006
INVESCO Funds Group, INC February 1992 - July 2003
Education
University of Colorado Boulder 1987 — 1989
Erik Sjobakken's Transamerica Experience June 2011 - Present
Job Production Support Team Lead at Transamerica
Industry Insurance
Experience
Transamerica June 2011 - Present
Transamerica January 2005 - June 2011
AEGON January 2003 - January 2005
AEGON January 1998 - January 2003
AEGON January 1997 - January 1998
AEGON January 1996 - January 1997
AEGON July 1994 - January 1996
Skills
SDLC, Requirements Analysis, COBOL, Mainframe, Easytrieve, Management, Testing, Enterprise Software, Visio, Business Analysis, Leadership, Disaster Recovery, Strategy, Integration, Requirements Gathering, Enterprise Architecture, IT Strategy, Software Project..., Systems Analysis, DB2, IT Management, Business Requirements, SOA, Solution Architecture, Vendor Management, Data Warehousing, SharePoint, Business Intelligence, Software Development, ITIL
Education
University of Dubuque 1989 — 1992
B.S, Computer Science, Business Administration
Hempstead High School 1984 — 1988
High School Diploma
Transamerica June 2011 - Present
Transamerica January 2005 - June 2011
AEGON January 2003 - January 2005
AEGON January 1998 - January 2003
AEGON January 1997 - January 1998
AEGON January 1996 - January 1997
AEGON July 1994 - January 1996
Skills
SDLC, Requirements Analysis, COBOL, Mainframe, Easytrieve, Management, Testing, Enterprise Software, Visio, Business Analysis, Leadership, Disaster Recovery, Strategy, Integration, Requirements Gathering, Enterprise Architecture, IT Strategy, Software Project..., Systems Analysis, DB2, IT Management, Business Requirements, SOA, Solution Architecture, Vendor Management, Data Warehousing, SharePoint, Business Intelligence, Software Development, ITIL
Education
University of Dubuque 1989 — 1992
B.S, Computer Science, Business Administration
Hempstead High School 1984 — 1988
High School Diploma
Brian Mockobey's Transamerica Experience 1999 - 2008
Job Service Desk Specialist II at HNTB
Industry Information Technology and Services
Experience
HNTB March 2009 - Present
Transamerica 1999 - 2008
Entex 1992 - 1999
Digital Equipment Corporation 1988 - 1992
Skills
Disaster Recovery, SDLC, VMware, SharePoint, Process Improvement, Requirements Analysis, Vendor Management, Active Directory, Project Management, Integration, Troubleshooting, Crystal Reports, Business Analysis, SQL, Microsoft SQL Server
Education
New Horizons 1995 — 2008
MCSE, Network Engineer, Hardware, Software, and Vendor warranty certifications
University of Central Missouri 1982 — 1986
Bachelor of Science, Electricity and Electronics
Centriq
ITIL Certification,, ITIL, Windows Server 2012
HNTB March 2009 - Present
Transamerica 1999 - 2008
Entex 1992 - 1999
Digital Equipment Corporation 1988 - 1992
Skills
Disaster Recovery, SDLC, VMware, SharePoint, Process Improvement, Requirements Analysis, Vendor Management, Active Directory, Project Management, Integration, Troubleshooting, Crystal Reports, Business Analysis, SQL, Microsoft SQL Server
Education
New Horizons 1995 — 2008
MCSE, Network Engineer, Hardware, Software, and Vendor warranty certifications
University of Central Missouri 1982 — 1986
Bachelor of Science, Electricity and Electronics
Centriq
ITIL Certification,, ITIL, Windows Server 2012
Judson Rounds's Transamerica Experience August 2010 - June 2015
Job Unemployed
Industry Financial Services
Experience
Transamerica August 2010 - June 2015
ING August 2007 - November 2009
Extreme Networks 2000 - 2002
Education
University of California, Santa Barbara 1989 — 1994
Transamerica August 2010 - June 2015
ING August 2007 - November 2009
Extreme Networks 2000 - 2002
Education
University of California, Santa Barbara 1989 — 1994
Shree Srinivasan's Transamerica Experience August 2013 - Present
Job Financial / Data Analyst
Industry Insurance
Experience
Transamerica August 2013 - Present
Transamerica February 2010 - August 2013
3M September 2007 - February 2010
SEMATECH October 2005 - September 2007
Anthem Blue Cross August 2001 - August 2004
Skills
Finance, Business Analysis
Education
University of Cincinnati College of Business
MBA, Finance
University of Cincinnati College of Business
MBA
Transamerica August 2013 - Present
Transamerica February 2010 - August 2013
3M September 2007 - February 2010
SEMATECH October 2005 - September 2007
Anthem Blue Cross August 2001 - August 2004
Skills
Finance, Business Analysis
Education
University of Cincinnati College of Business
MBA, Finance
University of Cincinnati College of Business
MBA
Catherine Tully's Transamerica Experience December 1996 - March 2000
Job Program Director at The Hartford
Industry Insurance
Experience
The Hartford March 2005 - Present
Phoenix Life Insurance Company 2000 - 2005
Transamerica December 1996 - March 2000
Aetna September 1980 - December 1996
Education
University of Connecticut
BS, General Studies
The Hartford March 2005 - Present
Phoenix Life Insurance Company 2000 - 2005
Transamerica December 1996 - March 2000
Aetna September 1980 - December 1996
Education
University of Connecticut
BS, General Studies
Andrea Brotherly's Transamerica Experience November 2012 - December 2012
Job Controller at ONICON Incorporated
Industry Electrical/Electronic Manufacturing
Experience
ONICON Incorporated June 2015 - Present
ONICON Incorporated March 2013 - June 2015
Vaco Financial January 2013 - February 2013
Transamerica November 2012 - December 2012
Transamerica September 2012 - September 2012
Transamerica June 2011 - June 2012
Transamerica June 2008 - June 2011
Transamerica February 2007 - June 2008
stay at home parent July 2003 - February 2007
Northrop Grumman Laser Systems April 2003 - July 2003
Skills
Analysis, Process Improvement, Microsoft Excel, Essbase, Access, General Ledger, Time Management, Highly detail oriented, Communication, Training, Presentations, Microsoft Word, PowerPoint, General Office Skills, Variance Analysis, Account Reconciliation, Accounts Payable, Fixed Assets, Accruals, Financial Statements, Journal Entries, Accpac, Navision, Vantage, GEAC, Costpoint, Timberline Accounting, Baan, Millenium, Accounting, Sarbanes-Oxley Act
Education
University of Central Florida
Bachelor of Science, Accounting
ONICON Incorporated June 2015 - Present
ONICON Incorporated March 2013 - June 2015
Vaco Financial January 2013 - February 2013
Transamerica November 2012 - December 2012
Transamerica September 2012 - September 2012
Transamerica June 2011 - June 2012
Transamerica June 2008 - June 2011
Transamerica February 2007 - June 2008
stay at home parent July 2003 - February 2007
Northrop Grumman Laser Systems April 2003 - July 2003
Skills
Analysis, Process Improvement, Microsoft Excel, Essbase, Access, General Ledger, Time Management, Highly detail oriented, Communication, Training, Presentations, Microsoft Word, PowerPoint, General Office Skills, Variance Analysis, Account Reconciliation, Accounts Payable, Fixed Assets, Accruals, Financial Statements, Journal Entries, Accpac, Navision, Vantage, GEAC, Costpoint, Timberline Accounting, Baan, Millenium, Accounting, Sarbanes-Oxley Act
Education
University of Central Florida
Bachelor of Science, Accounting
Aaron Leitzy's Transamerica Experience October 2005 - September 2009
Job Director of Retirement Plan Administration at Summit Benefit Solutions, Inc.
Industry Financial Services
Experience
Summit Benefit Solutions, Inc. November 2012 - Present
Columbus Retirement Administrators, Inc. September 2009 - November 2012
Transamerica October 2005 - September 2009
Skills
Profit Sharing, Pensions, Accounting, Compliance Testing, Defined Contribution, Microsoft Excel, Microsoft Office, Business Planning, ERISA
Education
University of Cincinnati 2001 — 2005
Economics
Summit Benefit Solutions, Inc. November 2012 - Present
Columbus Retirement Administrators, Inc. September 2009 - November 2012
Transamerica October 2005 - September 2009
Skills
Profit Sharing, Pensions, Accounting, Compliance Testing, Defined Contribution, Microsoft Excel, Microsoft Office, Business Planning, ERISA
Education
University of Cincinnati 2001 — 2005
Economics
Amy Kaffen's Transamerica Experience 1993 - 2000
Job Operations Manager at Harley Davidson Financial Services
Industry Financial Services
Experience
Harley Davidson Financial Services Operations Manager - AircraftHarley-Davidson Fianancial Services2000 - Present
Transamerica 1993 - 2000
Skills
Customer Service, Call Center, Credit, Credit Analysis, Underwriting, Process Improvement
Education
University of Cincinnati 1977 — 1981
B.S., Speech Pathology and Audiology
Harley Davidson Financial Services Operations Manager - AircraftHarley-Davidson Fianancial Services2000 - Present
Transamerica 1993 - 2000
Skills
Customer Service, Call Center, Credit, Credit Analysis, Underwriting, Process Improvement
Education
University of Cincinnati 1977 — 1981
B.S., Speech Pathology and Audiology
Pam Aurbach's Transamerica Experience March 1999 - June 2000
Job Senior Vice President, Institutional Sales, US at Eastspring Investments
Industry Financial Services
Experience
Eastspring Investments May 2012 - Present
Jackson National Life Distributors December 2005 - May 2012
Prudential UK October 2003 - December 2005
Jackson National Life January 2002 - October 2003
Jackson National Life June 2000 - January 2002
Transamerica March 1999 - June 2000
GE Life and Annuity Assurance Co January 1998 - March 1999
Canada Life 1996 - 1997
Fortis 1988 - 1993
Skills
Marketing, Training, Product Development, Product Management, Team Building, Competitive Analysis, Sales, Investments, Sales Management, Fixed Annuities, Insurance, Wealth Management, Business Strategy, Financial Advisory, Finance, Marketing Strategy, Financial Services, Salesforce.com, Strategy, Leadership, Financial Analysis, Mutual Funds, Series 7, Mergers & Acquisitions, Series 63, Strategic Financial..., Asset Management
Education
University of Denver 2006 — 2007
Graduate Certificate, Corporate Finance
The Madeira School
University of Virginia
BA, Anthropology, Chemistry
Eastspring Investments May 2012 - Present
Jackson National Life Distributors December 2005 - May 2012
Prudential UK October 2003 - December 2005
Jackson National Life January 2002 - October 2003
Jackson National Life June 2000 - January 2002
Transamerica March 1999 - June 2000
GE Life and Annuity Assurance Co January 1998 - March 1999
Canada Life 1996 - 1997
Fortis 1988 - 1993
Skills
Marketing, Training, Product Development, Product Management, Team Building, Competitive Analysis, Sales, Investments, Sales Management, Fixed Annuities, Insurance, Wealth Management, Business Strategy, Financial Advisory, Finance, Marketing Strategy, Financial Services, Salesforce.com, Strategy, Leadership, Financial Analysis, Mutual Funds, Series 7, Mergers & Acquisitions, Series 63, Strategic Financial..., Asset Management
Education
University of Denver 2006 — 2007
Graduate Certificate, Corporate Finance
The Madeira School
University of Virginia
BA, Anthropology, Chemistry
William Greer's Transamerica Experience 2007 - 2009
Job Consulting Creative Director
Industry Public Relations and Communications
Experience
Transamerica 2007 - 2009
Oxford Health Plans 1990 - 2004
CBS Corporation 1995 - 1997
Skills
Creative Direction, Corporate Identity, Art Direction, Brand Development, Branding & Identity, Creative Strategy, Logo Design, Packaging, Drawing, Motion Graphics, Illustration, Video, Abstraction, Film, Animation
Education
University of Colorado at Boulder
BA Communication, BFA Art & Art History
Minneapolis College of Art & Design
Transamerica 2007 - 2009
Oxford Health Plans 1990 - 2004
CBS Corporation 1995 - 1997
Skills
Creative Direction, Corporate Identity, Art Direction, Brand Development, Branding & Identity, Creative Strategy, Logo Design, Packaging, Drawing, Motion Graphics, Illustration, Video, Abstraction, Film, Animation
Education
University of Colorado at Boulder
BA Communication, BFA Art & Art History
Minneapolis College of Art & Design
Meredith Savage's Transamerica Experience September 2007 - November 2008
Job RFP Manager at Billtrust
Industry Financial Services
Experience
Billtrust January 2014 - Present
Best Practice Systems October 2010 - November 2013
Best Practice Systems - A Division of Billtrust October 2010 - November 2013
National Annuity Consultants January 2009 - October 2011
Transamerica September 2007 - November 2008
Transamerica Capital April 2006 - September 2007
Skills
Retirement, Leadership, Relationship Management, Mutual Funds, Insurance, Sales, Long-term Customer..., Client Billing, Billing Services, Billing Solutions, Billing Systems, Business Development, Outsourcing, Financial Services, Selling, Finance, Salesforce.com, Marketing, Management, CRM, SaaS, Strategy
Education
University of Colorado Boulder 1994 — 1998
BAS, English
Alamo Heights
Alamo Heights
Billtrust January 2014 - Present
Best Practice Systems October 2010 - November 2013
Best Practice Systems - A Division of Billtrust October 2010 - November 2013
National Annuity Consultants January 2009 - October 2011
Transamerica September 2007 - November 2008
Transamerica Capital April 2006 - September 2007
Skills
Retirement, Leadership, Relationship Management, Mutual Funds, Insurance, Sales, Long-term Customer..., Client Billing, Billing Services, Billing Solutions, Billing Systems, Business Development, Outsourcing, Financial Services, Selling, Finance, Salesforce.com, Marketing, Management, CRM, SaaS, Strategy
Education
University of Colorado Boulder 1994 — 1998
BAS, English
Alamo Heights
Alamo Heights
Diana Krause Geegan's Transamerica Experience January 1998 - January 2000
Job Realtor® Keller Williams Luxury International St. Pete
Industry Real Estate
Experience
Keller Williams Realty St. Pete January 2013 - Present
Bay Area Pregnancy Center May 2012 - April 2014
ElephantEnk October 2010 - July 2012
Nationwide Insurance January 2000 - October 2003
Transamerica January 1998 - January 2000
Rehability June 1996 - January 1998
Minneola Elementary School June 1993 - June 1996
Skills
Retirement Planning, Microsoft Excel, Newsletters, Insurance, Social Media, Event Management, Process Improvement, Microsoft Word, Sales, Real Estate, Investment Properties, Real Estate Transactions, Residential Homes, Customer Service, Condos, Management, Sellers
Education
National Association of Realtors® 2014 — 2015
GRI - Graduate Realtor Institute Candidate
Institute for Luxury Home Marketing 2014 — 2014
Luxury Home Specialist
NASD Series 6 & 63 licensed 1998 — 2004
NASD Series 6 & 63 licensed, Financial Industry - wirehouse divison
University of Central Florida 1991 — 1993
BA, Elementary Education
National Association of Realtors ®
Keller Williams Realty St. Pete January 2013 - Present
Bay Area Pregnancy Center May 2012 - April 2014
ElephantEnk October 2010 - July 2012
Nationwide Insurance January 2000 - October 2003
Transamerica January 1998 - January 2000
Rehability June 1996 - January 1998
Minneola Elementary School June 1993 - June 1996
Skills
Retirement Planning, Microsoft Excel, Newsletters, Insurance, Social Media, Event Management, Process Improvement, Microsoft Word, Sales, Real Estate, Investment Properties, Real Estate Transactions, Residential Homes, Customer Service, Condos, Management, Sellers
Education
National Association of Realtors® 2014 — 2015
GRI - Graduate Realtor Institute Candidate
Institute for Luxury Home Marketing 2014 — 2014
Luxury Home Specialist
NASD Series 6 & 63 licensed 1998 — 2004
NASD Series 6 & 63 licensed, Financial Industry - wirehouse divison
University of Central Florida 1991 — 1993
BA, Elementary Education
National Association of Realtors ®
Pierre van Greunen's Transamerica Experience August 2012 - Present
Job Senior Risk Officer at Transamerica
Industry Insurance
Experience
Transamerica August 2012 - Present
Reinsurance Group of America July 2011 - August 2012
Fidelity & Guranty LIfe 2004 - 2011
Old Mutual South Africa 1999 - 2004
Old Mutual South Africa 1991 - 1998
PriceWaterhouseCoopers 1986 - 1991
Skills
Financial Risk, Insurance, Risk Management, Enterprise Risk..., Internal Audit, Performance Management, Solvency II, Leadership, Internal Controls, Risk Assessment, Investments, Analysis, Due Diligence, Operational Risk..., Business Process..., Corporate Governance, Financial Analysis, Auditing, Portfolio Management, Operational Risk, Financial Services, Strategic Financial..., Financial Modeling, Corporate Finance, Finance, ALM
Education
Academy of Financial Markets
Dipl in Financial Markets and Instruments
Loyola University Maryland
MBA, Executive MBA
University of Cape Town
B. Com, Business
University of South Africa/Universiteit van Suid-Afrika
Hons B. Compt, Accounting science
Transamerica August 2012 - Present
Reinsurance Group of America July 2011 - August 2012
Fidelity & Guranty LIfe 2004 - 2011
Old Mutual South Africa 1999 - 2004
Old Mutual South Africa 1991 - 1998
PriceWaterhouseCoopers 1986 - 1991
Skills
Financial Risk, Insurance, Risk Management, Enterprise Risk..., Internal Audit, Performance Management, Solvency II, Leadership, Internal Controls, Risk Assessment, Investments, Analysis, Due Diligence, Operational Risk..., Business Process..., Corporate Governance, Financial Analysis, Auditing, Portfolio Management, Operational Risk, Financial Services, Strategic Financial..., Financial Modeling, Corporate Finance, Finance, ALM
Education
Academy of Financial Markets
Dipl in Financial Markets and Instruments
Loyola University Maryland
MBA, Executive MBA
University of Cape Town
B. Com, Business
University of South Africa/Universiteit van Suid-Afrika
Hons B. Compt, Accounting science
Stuart Dekker's Transamerica Experience September 2012 - May 2014
Job AVP, Trust Officer at Peoples Bank
Industry Financial Services
Experience
Peoples Bank May 2014 - Present
National Bank & Trust May 2014 - February 2015
Transamerica September 2012 - May 2014
Chase Investment Services Corp. March 2011 - October 2012
Allstate Financial Services April 2009 - March 2011
First Financial Bank September 2006 - December 2008
Ohio National Financial Services June 2000 - September 2006
Mutual of America February 1994 - June 2000
Skills
Series 7, Mutual Funds, Retirement, Investments, 401k, Series 63, Series 66, Insurance, Financial Services, Employee Benefits, IRAs, Uniform Combined State..., Securities, Retirement Planning
Education
Xavier University 1989 — 1992
MBA, Finance
University of Cincinnati College of Business 1979 — 1984
BBA, Accounting
Princeton High School 1976 — 1979
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Peoples Bank May 2014 - Present
National Bank & Trust May 2014 - February 2015
Transamerica September 2012 - May 2014
Chase Investment Services Corp. March 2011 - October 2012
Allstate Financial Services April 2009 - March 2011
First Financial Bank September 2006 - December 2008
Ohio National Financial Services June 2000 - September 2006
Mutual of America February 1994 - June 2000
Skills
Series 7, Mutual Funds, Retirement, Investments, 401k, Series 63, Series 66, Insurance, Financial Services, Employee Benefits, IRAs, Uniform Combined State..., Securities, Retirement Planning
Education
Xavier University 1989 — 1992
MBA, Finance
University of Cincinnati College of Business 1979 — 1984
BBA, Accounting
Princeton High School 1976 — 1979
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Eric Sandberg's Transamerica Experience June 2011 - September 2012
Job Chief Actuary at National Life Group
Industry Insurance
Experience
National Life Group September 2012 - Present
Transamerica June 2011 - September 2012
AEGON April 2009 - July 2011
AEGON America's April 2005 - April 2009
Clark Consulting 2001 - 2004
Great-West Life June 1995 - December 2001
Education
University of Colorado Denver 1999 — 2000
MS, Accounting
University of Wisconsin-Madison - School of Business 1991 — 1995
BBA, Actuarial Science
National Life Group September 2012 - Present
Transamerica June 2011 - September 2012
AEGON April 2009 - July 2011
AEGON America's April 2005 - April 2009
Clark Consulting 2001 - 2004
Great-West Life June 1995 - December 2001
Education
University of Colorado Denver 1999 — 2000
MS, Accounting
University of Wisconsin-Madison - School of Business 1991 — 1995
BBA, Actuarial Science
Ed Gerber's Transamerica Experience August 2012 - Present
Job Internal Wholesaler at Transamerica
Industry Financial Services
Experience
Transamerica August 2012 - Present
Del Mar Group April 2011 - July 2012
Eggert Financial Management August 2007 - April 2011
GFA Wealth Design May 2006 - July 2007
TIAA-CREF July 2005 - April 2006
Charles Schwab February 1998 - October 2004
Skills
Securites, Wealth Management, Insurance, Mutual Funds, Retirement Income...
Education
University of Colorado - Boulder 1987 — 1992
Bachelor of Arts (BA), US History
University of Colorado at Boulder 1987 — 1992
History, US History, biological sciences
Transamerica August 2012 - Present
Del Mar Group April 2011 - July 2012
Eggert Financial Management August 2007 - April 2011
GFA Wealth Design May 2006 - July 2007
TIAA-CREF July 2005 - April 2006
Charles Schwab February 1998 - October 2004
Skills
Securites, Wealth Management, Insurance, Mutual Funds, Retirement Income...
Education
University of Colorado - Boulder 1987 — 1992
Bachelor of Arts (BA), US History
University of Colorado at Boulder 1987 — 1992
History, US History, biological sciences
Daniel E. Luna MBA's Transamerica Experience August 2008 - July 2009
Job Vice President | Financial Consultant | Investment Adviser Representative
Industry Financial Services
Experience
Regions Investment Solutions Securities Broker Dealer and Registered Investment Advisor June 2012 - Present
First Command Financial Planning 2009 - June 2012
Transamerica August 2008 - July 2009
Emerson Electric Co. 2000 - 2003
Skills
Retirement Planning, Fixed Annuities, Asset Allocation, Investments, Financial Planning, Insurance, Finance, Risk Management, Retirement, Series 6, Investment Strategies, Strategic Financial..., Mutual Funds, Estate Planning, Life Insurance, Series 7, Wealth Management, Investment Advisory, Disability Insurance, Asset Management, 401k, Series 63, Wealth, Long-term Care, IRAs, 401k Rollovers, Long Term Care Insurance, FINRA, Financial Services, Portfolio Management, Annuities, Retirement Income..., Series 65, Wealth Management..., Personal Financial..., ETFs, Separately Managed...
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Central Florida 1994 — 2000
BBA, Business Administration
University High School 1991 — 1994
Colegio Maristas 1988 — 1991
Regions Investment Solutions Securities Broker Dealer and Registered Investment Advisor June 2012 - Present
First Command Financial Planning 2009 - June 2012
Transamerica August 2008 - July 2009
Emerson Electric Co. 2000 - 2003
Skills
Retirement Planning, Fixed Annuities, Asset Allocation, Investments, Financial Planning, Insurance, Finance, Risk Management, Retirement, Series 6, Investment Strategies, Strategic Financial..., Mutual Funds, Estate Planning, Life Insurance, Series 7, Wealth Management, Investment Advisory, Disability Insurance, Asset Management, 401k, Series 63, Wealth, Long-term Care, IRAs, 401k Rollovers, Long Term Care Insurance, FINRA, Financial Services, Portfolio Management, Annuities, Retirement Income..., Series 65, Wealth Management..., Personal Financial..., ETFs, Separately Managed...
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Central Florida 1994 — 2000
BBA, Business Administration
University High School 1991 — 1994
Colegio Maristas 1988 — 1991
Ashlee Vogt's Transamerica Experience May 2015 - Present
Job Compliance Professional
Industry Insurance
Experience
Transamerica May 2015 - Present
Major Financial Services Firm December 2013 - May 2015
OppenheimerFunds September 2010 - October 2013
Janus Capital Group 2004 - 2008
Frank Solutions, Inc. March 2003 - July 2004
Janus Capital Group February 2000 - March 2003
Skills
Series 6, Series 26, Financial Services, Mutual Funds, Insurance and VA, Technical Writing, Editing, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Excel, PowerPoint, Word
Education
University of Colorado Denver 1996 — 2000
BA, English
University of Northern Colorado 1994 — 1995
English, Drama
Transamerica May 2015 - Present
Major Financial Services Firm December 2013 - May 2015
OppenheimerFunds September 2010 - October 2013
Janus Capital Group 2004 - 2008
Frank Solutions, Inc. March 2003 - July 2004
Janus Capital Group February 2000 - March 2003
Skills
Series 6, Series 26, Financial Services, Mutual Funds, Insurance and VA, Technical Writing, Editing, Outlook, Microsoft Excel, Microsoft Word, Customer Service, Excel, PowerPoint, Word
Education
University of Colorado Denver 1996 — 2000
BA, English
University of Northern Colorado 1994 — 1995
English, Drama
Jason Snavely's Transamerica Experience Internal WholesalerTransamerica Capital Management2006 - Present
Job Internal Wholesaler at Transamerica
Industry Financial Services
Experience
Transamerica Internal WholesalerTransamerica Capital Management2006 - Present
J.P. Morgan Chase September 2000 - November 2006
Education
University of Colorado Boulder 2000 — 2003
Undergrad, Finance
Transamerica Internal WholesalerTransamerica Capital Management2006 - Present
J.P. Morgan Chase September 2000 - November 2006
Education
University of Colorado Boulder 2000 — 2003
Undergrad, Finance
John Lovett's Transamerica Experience 1987 - 1988
Job Director, Strategic Accounts at DMEautomotive
Industry Marketing and Advertising
Experience
DMEautomotive February 2012 - Present
JL Family Ventures April 2009 - February 2012
DME Automotive 2012 - 2012
JM Family Enterprises January 1990 - March 2009
RGIS 1988 - 1989
Transamerica 1987 - 1988
Skills
Sales, Customer Retention, Sales Management, Inventory Management, Sales Process, Account Management, Profit, Customer Satisfaction, Automotive, Retail, Sales Operations, Strategic Planning, New Business Development, Operations Management, Automobile, Strategic Partnerships, Selling, Pricing, Budgets, Vehicles, Strategy, Management, Negotiation, Marketing, B2B, Customer Service, Process Improvement, Purchasing, Marketing Strategy, Product Development, Salesforce.com, SEM, SEO, Competitive Analysis, Training, Contract Negotiation, CRM, Forecasting, Lead Generation, Team Building, Direct Sales, Analysis, Business Development, Direct Marketing, Email Marketing, Product Marketing, Market Research, Advertising, Cross-functional Team..., Cold Calling
Education
University of Dayton 1983 — 1987
BA, Communication Management
DMEautomotive February 2012 - Present
JL Family Ventures April 2009 - February 2012
DME Automotive 2012 - 2012
JM Family Enterprises January 1990 - March 2009
RGIS 1988 - 1989
Transamerica 1987 - 1988
Skills
Sales, Customer Retention, Sales Management, Inventory Management, Sales Process, Account Management, Profit, Customer Satisfaction, Automotive, Retail, Sales Operations, Strategic Planning, New Business Development, Operations Management, Automobile, Strategic Partnerships, Selling, Pricing, Budgets, Vehicles, Strategy, Management, Negotiation, Marketing, B2B, Customer Service, Process Improvement, Purchasing, Marketing Strategy, Product Development, Salesforce.com, SEM, SEO, Competitive Analysis, Training, Contract Negotiation, CRM, Forecasting, Lead Generation, Team Building, Direct Sales, Analysis, Business Development, Direct Marketing, Email Marketing, Product Marketing, Market Research, Advertising, Cross-functional Team..., Cold Calling
Education
University of Dayton 1983 — 1987
BA, Communication Management
Robin Billy's Transamerica Experience 1999 - 2000
Job Alternative Investment Trade Administrator at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon October 2010 - Present
JP Morgan 2005 - 2008
Wachovia, A Wells Fargo Company 2002 - 2005
Wachovia, A Wells Fargo Company 2001 - 2002
Wachovia, A Wells Fargo Company 2000 - 2001
Transamerica 1999 - 2000
MBNA 1993 - 1999
MBNA 1991 - 1993
MBNA 1990 - 1991
Skills
Vendor Management, Relationship Management, Investments, Banking
Education
University of Delaware
BA
Bank of New York Mellon October 2010 - Present
JP Morgan 2005 - 2008
Wachovia, A Wells Fargo Company 2002 - 2005
Wachovia, A Wells Fargo Company 2001 - 2002
Wachovia, A Wells Fargo Company 2000 - 2001
Transamerica 1999 - 2000
MBNA 1993 - 1999
MBNA 1991 - 1993
MBNA 1990 - 1991
Skills
Vendor Management, Relationship Management, Investments, Banking
Education
University of Delaware
BA
Lynn Massieon's Transamerica Experience 1997 - 1999
Job IT Project Manager at epay, a Euronet Worldwide Company
Industry Financial Services
Experience
epay, a Euronet Worldwide Company May 2014 - Present
DST Systems August 2011 - May 2014
DST Systems July 2002 - August 2011
DST Systems 2000 - July 2002
Transamerica 1997 - 1999
Americo August 1989 - 1997
Skills
Project Management, Requirements Gathering, SDLC, Agile Methodolgy, Requirements Analysis, Business Requirements, Software Implementation, Clarity, Migration Projects, Vendor Management, Business Analysis, Process Improvement, Troubleshooting, Agile & Waterfall..., Lotus Notes, Visio, Microsoft Exchange, Integration, Disaster Recovery, Business Process..., Data Mapping, ITIL Process, Agile Methodologies
Education
University of Central Missouri 1985 — 1989
BA, Public Relations, Marketing
Scrum Alliance, Inc.
Certified Scrum Master
Raytown South High School
epay, a Euronet Worldwide Company May 2014 - Present
DST Systems August 2011 - May 2014
DST Systems July 2002 - August 2011
DST Systems 2000 - July 2002
Transamerica 1997 - 1999
Americo August 1989 - 1997
Skills
Project Management, Requirements Gathering, SDLC, Agile Methodolgy, Requirements Analysis, Business Requirements, Software Implementation, Clarity, Migration Projects, Vendor Management, Business Analysis, Process Improvement, Troubleshooting, Agile & Waterfall..., Lotus Notes, Visio, Microsoft Exchange, Integration, Disaster Recovery, Business Process..., Data Mapping, ITIL Process, Agile Methodologies
Education
University of Central Missouri 1985 — 1989
BA, Public Relations, Marketing
Scrum Alliance, Inc.
Certified Scrum Master
Raytown South High School
Darius C. Tandy CRPC®'s Transamerica Experience 2001 - 2005
Job Regional Vice President at Allianz
Industry Financial Services
Experience
Allianz February 2008 - Present
Lincoln Financial Distributors 2005 - 2007
Transamerica 2001 - 2005
Skills
Series 6, Series 63, Mutual Funds, CRPC, Variable Annuities, Fixed Annuities, Retirement Planning, Wealth Management, Retirement, Asset Allocation, Investments, Investment Advisory, IRAs, Financial Advisory, Insurance
Education
UCSB 1993 — 1997
BA, Economics
University of Massachusetts, Amherst
Advanced Spanish Immersion
Allianz February 2008 - Present
Lincoln Financial Distributors 2005 - 2007
Transamerica 2001 - 2005
Skills
Series 6, Series 63, Mutual Funds, CRPC, Variable Annuities, Fixed Annuities, Retirement Planning, Wealth Management, Retirement, Asset Allocation, Investments, Investment Advisory, IRAs, Financial Advisory, Insurance
Education
UCSB 1993 — 1997
BA, Economics
University of Massachusetts, Amherst
Advanced Spanish Immersion
Doug Dehne's Transamerica Experience December 2014 - Present
Job Client Relationship Associate at Transamerica
Industry Insurance
Experience
Transamerica December 2014 - Present
Buck Consultants, A Xerox Company May 2014 - November 2014
Western & Southern Financial Group April 2011 - May 2014
Skills
Marketing, Public Relations, Sales, Public Speaking, Retirement, Nonprofits, Fixed Annuities, Software Documentation, Proposal Writing, Project Planning, Life Insurance, Data Entry, Business Intelligence, Customer Service, Employee Benefits
Education
University of Cincinnati 2006 — 2010
B.A., Communications
Transamerica December 2014 - Present
Buck Consultants, A Xerox Company May 2014 - November 2014
Western & Southern Financial Group April 2011 - May 2014
Skills
Marketing, Public Relations, Sales, Public Speaking, Retirement, Nonprofits, Fixed Annuities, Software Documentation, Proposal Writing, Project Planning, Life Insurance, Data Entry, Business Intelligence, Customer Service, Employee Benefits
Education
University of Cincinnati 2006 — 2010
B.A., Communications
Joe Rhee's Transamerica Experience August 2012 - June 2013
Job Regional Annuity Specialist at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Transamerica Financial Advisors, Inc. June 2013 - October 2014
Transamerica August 2012 - June 2013
Curian Capital November 2010 - July 2012
Fidelity Investments May 2007 - October 2010
Skills
Series 7, Series 66, Series 63, Uniform Combined State..., Mutual Funds, Variable Annuities, Separately Managed..., Sales Process, Finance, Series 65, Investment Strategies, Qualified Retirement..., Investment Management, 401k, Management, Selling, IRAs, Securities, Insurance, Financial Advisory, Asset Allocation, Retirement, FINRA, Retirement Planning, Wealth Management, Investment Advisory, Fixed Annuities
Education
University of Colorado Denver
BA, Economics
Charles Schwab November 2014 - Present
Transamerica Financial Advisors, Inc. June 2013 - October 2014
Transamerica August 2012 - June 2013
Curian Capital November 2010 - July 2012
Fidelity Investments May 2007 - October 2010
Skills
Series 7, Series 66, Series 63, Uniform Combined State..., Mutual Funds, Variable Annuities, Separately Managed..., Sales Process, Finance, Series 65, Investment Strategies, Qualified Retirement..., Investment Management, 401k, Management, Selling, IRAs, Securities, Insurance, Financial Advisory, Asset Allocation, Retirement, FINRA, Retirement Planning, Wealth Management, Investment Advisory, Fixed Annuities
Education
University of Colorado Denver
BA, Economics
Jean (Hutzel) Shelton's Transamerica Experience August 2000 - June 2004
Job AVP and Sr. Employee Benefits Analyst at Fifth Third Bancorp
Industry Banking
Experience
Fifth Third Bank May 2010 - Present
CH2M HILL June 2004 - February 2009
Transamerica August 2000 - June 2004
United Dairy Farmers February 1991 - May 2000
Skills
Applicant Tracking..., Employee Relations, Recruiting, Corporate Recruiting, Human Resources, Talent Acquisition, Employee Benefits, Onboarding, Project Management, Contract Management, Workforce Planning, College Recruiting, Personnel Management, Deferred Compensation, Management, Benefits Administration
Education
University of Cincinnati
Liberal Arts
Fifth Third Bank May 2010 - Present
CH2M HILL June 2004 - February 2009
Transamerica August 2000 - June 2004
United Dairy Farmers February 1991 - May 2000
Skills
Applicant Tracking..., Employee Relations, Recruiting, Corporate Recruiting, Human Resources, Talent Acquisition, Employee Benefits, Onboarding, Project Management, Contract Management, Workforce Planning, College Recruiting, Personnel Management, Deferred Compensation, Management, Benefits Administration
Education
University of Cincinnati
Liberal Arts
Duane Koss's Transamerica Experience January 1980 - Present
Job Chief Pilot at Transamerica
Industry Airlines/Aviation
Experience
Transamerica January 1980 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of Dubuque
Aviation/Airway Management and Operations
Transamerica January 1980 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
University of Dubuque
Aviation/Airway Management and Operations
Megan Piccinini's Transamerica Experience November 2012 - Present
Job Intermediate Premium Specialist
Industry Insurance
Experience
Transamerica November 2012 - Present
New England Financial January 2007 - October 2010
Education
University of Central Florida 2007 — 2011
Bachelor of Science
Transamerica November 2012 - Present
New England Financial January 2007 - October 2010
Education
University of Central Florida 2007 — 2011
Bachelor of Science
Rodney Fletcher's Transamerica Experience November 1973 - Present
Job Field Rep at Transamerica
Industry Financial Services
Experience
Transamerica November 1973 - Present
Education
University of Delaware 1966 — 1971
Bachelor of Science
Transamerica November 1973 - Present
Education
University of Delaware 1966 — 1971
Bachelor of Science
Genny Monks's Transamerica Experience January 2003 - September 2007
Job Paraprofessional at Kearney, MO School District
Industry Education Management
Experience
Kearney, MO School District March 2008 - Present
Transamerica January 2003 - September 2007
Transamerica February 2001 - December 2002
Transamerica May 1997 - January 2001
Skills
Accounting, Training
Education
Central Missouri State University 1988 — 1992
BSBA, Accounting
Kearney, MO School District March 2008 - Present
Transamerica January 2003 - September 2007
Transamerica February 2001 - December 2002
Transamerica May 1997 - January 2001
Skills
Accounting, Training
Education
Central Missouri State University 1988 — 1992
BSBA, Accounting
Greg Oblazny's Transamerica Experience October 2011 - October 2012
Job Recruiting Consultant at Oblazny & Associates LLC
Industry Insurance
Experience
Oblazny & Associates September 2012 - Present
Transamerica October 2011 - October 2012
Transamerica August 2010 - October 2011
P.F. Chang's China Bistro November 2003 - August 2010
Target August 2001 - February 2003
Skills
Recruiting, Insurance, Customer Service, Teamwork, Leadership, Executive Search, Strategy, Communication, Entrepreneurship, Business Development, Fixed Annuities, Microsoft Excel, Microsoft Word, Customer Retention, Variable Annuities, Claims Handling, Accurint, Vantage, Team Building, Networking, Organizational Agility
Education
University of Colorado at Denver 2004 — 2010
Bachelor of Arts (BA), Business Marketing & Psychology
Oblazny & Associates September 2012 - Present
Transamerica October 2011 - October 2012
Transamerica August 2010 - October 2011
P.F. Chang's China Bistro November 2003 - August 2010
Target August 2001 - February 2003
Skills
Recruiting, Insurance, Customer Service, Teamwork, Leadership, Executive Search, Strategy, Communication, Entrepreneurship, Business Development, Fixed Annuities, Microsoft Excel, Microsoft Word, Customer Retention, Variable Annuities, Claims Handling, Accurint, Vantage, Team Building, Networking, Organizational Agility
Education
University of Colorado at Denver 2004 — 2010
Bachelor of Arts (BA), Business Marketing & Psychology
Jennifer MacQueen's Transamerica Experience October 2011 - Present
Job Compliance at Transamerica
Industry Financial Services
Experience
Transamerica October 2011 - Present
Charles Schwab April 1999 - May 2004
Aspen Skiing Company November 1996 - April 1999
Education
University of California, Santa Barbara 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Transamerica October 2011 - Present
Charles Schwab April 1999 - May 2004
Aspen Skiing Company November 1996 - April 1999
Education
University of California, Santa Barbara 1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government
Kim Duclos's Transamerica Experience September 2006 - September 2010
Job IT Specialist at IBM
Industry Information Technology and Services
Experience
IBM October 2014 - Present
KSD Tech Solutions, LLC June 2002 - Present
Rockwell Collins December 2013 - October 2014
Yellowbook September 2010 - November 2013
Transamerica September 2006 - September 2010
Marriott International June 2004 - August 2006
Skills
Website Development, CSS, HTML, Bootstrap, Illustrator, Programming, C++, VBScript, C#, Linux, Unix, Android, JavaScript, Python, DHCP, Ruby on Rails, PHP, MySQL, Ruby, CSS3, Java, Drupal, Network Architecture, DNS management, Wireless Networking, SCCM, Adobe Creative Suite, Web Design, Mac OS, HTML 5, HTML scripting, HTML emails, Photoshop, Video Editing, Digital Photography, Digital Media, Active Directory, Dreamweaver, SEO copywriting, Image Editing
Education
University of Colorado Boulder 2015 — 2018
Bachelor’s Degree, Computer Science (Software Engineering)
Worcester State College 2002 — 2004
Bachelor's Degree, Information Technology, Communications
Worcester Polytechnic Institute 2000 — 2002
Associate's Degree, Computer Science
IBM October 2014 - Present
KSD Tech Solutions, LLC June 2002 - Present
Rockwell Collins December 2013 - October 2014
Yellowbook September 2010 - November 2013
Transamerica September 2006 - September 2010
Marriott International June 2004 - August 2006
Skills
Website Development, CSS, HTML, Bootstrap, Illustrator, Programming, C++, VBScript, C#, Linux, Unix, Android, JavaScript, Python, DHCP, Ruby on Rails, PHP, MySQL, Ruby, CSS3, Java, Drupal, Network Architecture, DNS management, Wireless Networking, SCCM, Adobe Creative Suite, Web Design, Mac OS, HTML 5, HTML scripting, HTML emails, Photoshop, Video Editing, Digital Photography, Digital Media, Active Directory, Dreamweaver, SEO copywriting, Image Editing
Education
University of Colorado Boulder 2015 — 2018
Bachelor’s Degree, Computer Science (Software Engineering)
Worcester State College 2002 — 2004
Bachelor's Degree, Information Technology, Communications
Worcester Polytechnic Institute 2000 — 2002
Associate's Degree, Computer Science
Robert Troy's Transamerica Experience March 2013 - Present
Job Wealth Management
Industry Investment Management
Experience
Transamerica March 2013 - Present
Skills
Investments, Retirement Planning, Retirement, Series 63, Fixed Annuities, 401k, Series 7, Mutual Funds
Education
UC Santa Barbara
Transamerica March 2013 - Present
Skills
Investments, Retirement Planning, Retirement, Series 63, Fixed Annuities, 401k, Series 7, Mutual Funds
Education
UC Santa Barbara
Pamela Mangrum's Transamerica Experience October 2002 - December 2006
Job Tester at Acxiom Corporation
Industry Information Technology and Services
Experience
Acxiom Corporation December 2006 - Present
Transamerica October 2002 - December 2006
Skills
User Acceptance Testing, Quality Center, Test Planning, Regression Testing, System Testing, Test Cases, Testing, QTP, Test Automation, Manual Testing, Software Quality..., Quality Assurance, SDLC, SQL, Defect Tracking
Education
University of Central Arkansas 2001 — 2004
Master of Business Administration (MBA)
University of Central Arkansas 1994 — 1997
Bachelor of Business Administration (BBA)
Acxiom Corporation December 2006 - Present
Transamerica October 2002 - December 2006
Skills
User Acceptance Testing, Quality Center, Test Planning, Regression Testing, System Testing, Test Cases, Testing, QTP, Test Automation, Manual Testing, Software Quality..., Quality Assurance, SDLC, SQL, Defect Tracking
Education
University of Central Arkansas 2001 — 2004
Master of Business Administration (MBA)
University of Central Arkansas 1994 — 1997
Bachelor of Business Administration (BBA)
Jingyuan Song's Transamerica Experience May 2013 - June 2013
Job Government Relations Professional
Industry Government Relations
Experience
British Consulate General-SF June 2013 - Present
ModelHealth.org June 2013 - Present
Transamerica May 2013 - June 2013
Environmental Cleanup Coalition July 2011 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, PCR, cultural cell cloning, DNA/RNA extraction and..., plasmid..., Northern/Western..., SDS-PAGE, restriction enzyme..., Protein Purification, Recrystallization, Chromatography, Non-profit..., Research
Education
University of California, Santa Cruz 2009 — 2013
Bachelors of science, Biology, General
Homestead High School 2005 — 2009
High School Diploma
British Consulate General-SF June 2013 - Present
ModelHealth.org June 2013 - Present
Transamerica May 2013 - June 2013
Environmental Cleanup Coalition July 2011 - March 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, PCR, cultural cell cloning, DNA/RNA extraction and..., plasmid..., Northern/Western..., SDS-PAGE, restriction enzyme..., Protein Purification, Recrystallization, Chromatography, Non-profit..., Research
Education
University of California, Santa Cruz 2009 — 2013
Bachelors of science, Biology, General
Homestead High School 2005 — 2009
High School Diploma
John Amundson's Transamerica Experience
Job Associate at World Financial Group
Industry Financial Services
Experience
Transamerica
Skills
Customer Service, Financial Analysis, Management, Leadership, Finance, Sales, Insurance
Education
University of Colorado Colorado Springs 1999 — 2003
Master’s Degree, Public Administration
Transamerica
Skills
Customer Service, Financial Analysis, Management, Leadership, Finance, Sales, Insurance
Education
University of Colorado Colorado Springs 1999 — 2003
Master’s Degree, Public Administration
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO