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
Comnez Inc October 2013 - Present
Transamerica 2013 - 2013
Principal Financial Group 2012 - 2013
MOvMNT Dance Company August 2011 - June 2012
Skills
Project Management, Management, Vendor Management, PowerPoint, Social Media, Program Management, Outlook, Business Analysis, Social Networking, Public Speaking, Research, Process Improvement, Outsourcing
Education
University of Iowa 2007 — 2011
Bachelor of Arts (B.A.), Biochemistry
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA)
Transamerica September 2013 - Present
Skills
Retirement, Strategic Financial..., Retirement Planning
Education
University of Hawaii at Manoa
Transamerica January 2010 - Present
Humana June 2009 - August 2009
Hy-Vee November 1993 - August 2008
Skills
Actuarial Science, Retirement, Insurance, Life Insurance, VBA, Reinsurance, ALM, Solvency II, Economic Capital, Financial Modeling, Embedded Value
Education
University of Iowa 2008 — 2011
Bachelor of Science, Actuarial Science
University of Iowa 1996 — 2000
Bachelor of Arts (B.A.), Secondary Mathematics Education
Highland Golf and Country Club March 2012 - Present
The Library Nighclub August 2011 - March 2012
Transamerica June 2010 - November 2011
Skills
Marketing, Public Speaking, Customer Service, Social Media, Event Management, Event Planning, Fundraising, Managerial Skills, Public Relations, New Business Development, Close Attention to..., Self-starter, Analysis, Time Management
Education
University of Iowa 2006 — 2010
Bachelor of Arts (B.A.), Psychology
Daiichi Sankyo August 2005 - Present
Daiichi Sankyo December 2000 - August 2005
Shred-it December 1999 - December 2000
Transamerica June 1996 - December 1999
Skills
Pharmaceutical Sales, Cardiology, Sales Effectiveness, Pharmaceutical Industry, Diabetes, Managed Care, Team Building, Teamwork, Emotional Intelligence, Hypertension, Selling, Hospitals, Business Strategy, Sales Management, Team Leadership, Marketing, Product Marketing, Strategic Planning, Cross-functional Team..., Leadership, Sales
Education
University of Georgia - Terry College of Business 1991 — 1994
Bachelor of Business Administration (BBA), Marketing
Edmond Memorial High School 1984 — 1988
University of Oklahoma
Transamerica
Skills
Risk Management,..., Change Management, Insurance, Risk Management, Management, Business Analysis, Life Insurance
Education
University of Iowa
Bachelor of Business Administration (BBA), Accounting
Transamerica 1998 - 2014
Alliant Energy 1995 - 1998
Bowman and Brooke 1993 - 1995
Supreme Court of Iowa 1992 - 1993
Skills
Securities, Insurance, Legal Compliance, Securities Regulation, Litigation Management, Team Building, Variable Insurance..., Contract Negotiation, Corporate Law, Management, Mergers & Acquisitions, Corporate Governance, Compliance Management, Litigation, Team Leadership, Insurance Law, ERISA, AML, Mutual Funds, Legal Writing, Risk Management, Financial Services, Executive Management, Variable Annuities
Education
University of Iowa 1989 — 1991
Juris Doctor (J.D.)
University of Northern Iowa 1984 — 1989
Bachelor's Degree, Economics and Earth Science
Robert W. Baird & Co. June 2015 - Present
Allegient, LLC December 2013 - June 2015
Kirkwood Community College August 2010 - December 2014
Transamerica September 2011 - August 2013
Transamerica March 2011 - September 2011
Transamerica May 2009 - February 2011
Skills
Business Intelligence, Analytics, Business Analytics, SharePoint, Microsoft SQL Server, SQL, Data Visualization, Microsoft BI Suite, Predictive Analytics, Database Design, DAX, PowerPivot, PowerPivot Tabular, Team Leadership, Technical Leadership, Career Development..., Social Networking, SSAS Tabular, Analysis Services, Dashboard, Data Mining, Data Modeling, Databases, Business Analysis, Consulting, Management, Enterprise Software, Process Improvement, SDLC
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
Master of Business Administration (MBA), Entrepreneurship
University of Iowa College of Law 2005 — 2009
Doctor of Law (JD), Corporate Law, International Law
University of Illinois at Urbana-Champaign - College of Business 2001 — 2005
Bachelor of Science (BS), Finance
Transamerica July 2014 - Present
Target June 2007 - August 2010
Sandhills Cinemas October 2006 - May 2007
Spring Lane Cinemas March 2003 - October 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Adobe Creative Suite, Latin
Education
University of Iowa 2011 — 2014
Bachelor of Arts (B.A.), Art/Art Studies, General, 3.3/4.0
Scott Community College 2007 — 2008
Associate's degree, General Studies
Transamerica July 2013 - Present
General Electric, Capital Americas May 2008 - July 2013
Quaker Oats - PepsiCo 2005 - 2008
Skills
Permanent Staffing, Employee Relations, Employee Benefits, Employee Engagement, Training Delivery, Conflict Resolution, FMLA, Human Resources, Problem Solving, Policy, Performance Management, Onboarding, Training, Organizational..., Personnel Management, Temporary Placement, Interviews, Talent Management, Recruiting, Hiring, Deferred Compensation, Workforce Planning, Employment Law, College Recruiting, Succession Planning
Education
University of Iowa 2000 — 2005
BA, Management
University of Iowa - Henry B. Tippie College of Business 2000 — 2005
Bachelor, Management
Transamerica April 2014 - Present
Transamerica December 2010 - April 2014
Transamerica December 2011 - June 2012
Communications Engineering Company (CEC) January 2009 - December 2011
McLeodUSA 1999 - 2005
Skills
Project Management, Management, PMO, SDLC, Risk Management, Business Process..., Process Improvement, Requirements Gathering, Schedule Development, Change Management, Schedule Analysis, Schedule Control, Project Status Reporting, Project Implementation, Leadership, Project Delivery, Customer Service, Microsoft Excel, SharePoint
Education
University of Iowa 2013 — 2018
Master of Business Administration (MBA), Business Administration and Management, General
University of Iowa 1995 — 1997
Bachelor of Arts (BA), Communication and Media Studies
Northern Trust Corporation July 2015 - Present
Northern Trust Corporation July 2014 - July 2015
University of Iowa January 2013 - May 2014
Transamerica May 2013 - August 2013
Skills
Teamwork, Social Media, Time Management, Sports Information, Microsoft Excel, PC and Mac Computers, Financial Accounting, Customer Service, Valuation, PowerPoint, Market Research, Research, Crystal Ball, Solver, Access
Education
University of Iowa 2010 — 2014
Bachelor of Business Administration, Finance with a Certificate of Risk Management and Insurance, Senior
Transamerica November 2014 - Present
Transamerica June 2014 - October 2014
The University of Iowa January 2013 - May 2014
Federal Home Loan Bank of Des Moines June 2013 - August 2013
Marsh August 2011 - January 2012
Skills
VBA, Actuarial Science, Mandarin, Microsoft Office, SQL, C++, C#
Education
University of Iowa 2012 — 2014
Master of Science (M.S.), Actuarial Science
University of International Business and Economics 2008 — 2012
Bachelor's degree, Risk Management
Transamerica August 2015 - Present
The University of Iowa Alumni Association August 2014 - July 2015
Sourcemedia/Gazette July 2012 - August 2014
Southwest Newspapers (Prior Lake American) November 2009 - July 2012
Padilla Speer Beardsley, Inc June 2009 - November 2009
The Daily Iowan January 2009 - May 2009
The Daily Iowan August 2007 - December 2008
Fairview Health Services June 2008 - August 2008
Southwest Newspapers June 2007 - August 2007
Skills
Tumblr, Facebook, Twitter, Wordpress, Photoshop, Digital Photography, Slideshows, Conflict Resolution, Copy Editing, Social Networking, Social Media, Commentary, Blogging, Final Cut Pro, Pop Culture, AP Style, Editing, Newspaper
Education
The University of Iowa, College of Liberal Arts and Sciences 2005 — 2009
Bachelor of Arts Degrees, Journalism and Mass Communication; Political Science with an emphasis in Political Processes
University of Iowa 2005 — 2009
Bachelor of Arts (B.A.), Journalism and Mass Communication, Political Science
Transamerica January 2014 - Present
Arthur L. Davis Publishing Agency, Inc. August 2013 - December 2013
Ferrari's Ristorante January 2013 - December 2013
LUNA Art + Wine September 2012 - December 2012
Montage May 2012 - September 2012
Mondo's Sports Cafe & DrafthouseC July 2011 - May 2012
ActivEdge Fitness Club 2010 - 2012
Skills
Adobe Creative Suite, Microsoft Office, Interpersonal..., Customer Service, Creativity, Graphic Design, Social Media, Organization, Photography, Restaurants, Servers, Typography, WordPress, WiX, Public Relations, Photoshop, InDesign, Illustrator, Communication, Marketing, Layout, Editing, Advertising, Adobe Acrobat
Education
University of Northern Iowa 2009 — 2013
Bachelor of Arts (B.A.), Graphic Design, Communication Studies
University of Iowa 2011 — 2012
Bachelor of Arts (B.A.), Graphic Design, Communication
Transamerica December 2005 - Present
Keystone IT, Inc. June 2002 - August 2005
Rockwell Collins September 1997 - May 2002
Skills
Windows Server, Windows Desktop..., Disaster Recovery, Security Patch..., System Administration, Problem Solving, Process Improvement, Hardware, Operating Systems, Team Building, Troubleshooting, Windows, Servers, Active Directory, Management, Customer Service, SharePoint
Education
University of Iowa 1989 — 1994
Bachelor of Arts (B.A.), Economics
Principal Financial Group October 2012 - Present
Transamerica May 2012 - September 2012
US Army June 2004 - February 2009
Skills
Java, Scala, Python, OCaml, Datalog, JSP development, Servlets, MySQL, HTML 5, JavaScript, XML, Design Patterns, Adobe, Photoshop, Microsoft Office, Microsoft Excel, Visio, jEdit, UML, Eclipse, SharePoint Designer, SharePoint, Linux, NetBeans, Wireshark, Requirements Gathering, Requirements Analysis, Business Requirements, Object Oriented Design, Object Oriented Modeling, American Sign Language, Leadership, Software Development, Software Development..., Software Development..., Project Management, Django, Team Management, J2EE Application..., MVC
Education
University of Iowa 2010 — 2012
Bachelor's degree, Computer Science
Transamerica November 2014 - Present
Transamerica September 2013 - Present
Transamerica July 2011 - September 2013
AEGON August 2008 - July 2011
Education
University of Iowa 1990 — 1994
BS, Actuarial Science
Integrated DNA Technologies February 2015 - Present
Aegon USA Investment Management, LLC February 2012 - February 2015
Transamerica February 2009 - February 2012
Principal Global Investors January 2008 - August 2008
Skills
Financial Analysis, Accounting, Microsoft Excel, Process Improvement, Finance, Financial Reporting, Microsoft Office, Investments
Education
University of Iowa 2011 — 2014
Master of Business Administration (M.B.A.)
University of Iowa 2004 — 2008
Bachelor of Business Administration (BBA), Finance
University of Iowa 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Mercer December 2013 - Present
Johnson & Wales University June 2012 - August 2013
Transamerica December 2009 - June 2012
Skills
Financial Analysis, Strategic Planning, People Skills, Communication, Creative Problem Solving, Process Improvement, Financial Services, Analytical Skills, Integrity, Superior Work Ethic, Dependable Team Player, Written & Oral..., Auditing, Data Entry, Leadership, Golf, Insurance, Accounting, Investments, Customer Service, Time Management
Education
University of Iowa - Henry B. Tippie College of Business 2014 — 2016
MBA, Finance
University of Iowa 2004 — 2008
Bachelor of Business Administration (BBA), Finance & Management
Car Wash Company April 2015 - Present
Transamerica November 2012 - June 2013
Berthel Fisher & Company Financial Services, Inc. October 2009 - November 2012
Skills
Microsoft Office, Customer Service, Management, Microsoft Excel, Public Speaking, Marketing, Project Management, Strategic Planning, Microsoft Word
Education
University of Iowa 2008 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
University of Iowa 2008 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
Transamerica July 2014 - Present
Grinnell College August 2013 - June 2014
University of Iowa August 2008 - August 2013
University of Vermont August 2006 - May 2008
AmeriCorps August 2004 - August 2006
Skills
Research, Statistics, Mathematics, Matlab, R, Python, Statistical Modeling, University Teaching, LaTeX, Student Development, Mathematical Programming, Financial Math, Quantitative Research, Community Outreach, Teaching, Academic Advising, Curriculum Design, Sage
Education
University of Iowa 2008 — 2013
Doctor of Philosophy (PhD)
University of Vermont 2006 — 2008
Master's degree
Winona State University 2000 — 2003
Bachelor's degree
Transamerica February 2013 - Present
Blond Genius June 2009 - June 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Illustrator, Photoshop, QuickBooks, Google Analytics, Social Media Marketing, Sales Management, Email Marketing, Product Marketing, Marketing Communications, Direct Marketing, Customer Experience, Customer Retention, Forecasting, Inventory Management
Education
University of Iowa 2004 — 2009
Bachelor of Arts (B.A.), Psychology and Entrepreneurial Management
Transamerica March 2008 - Present
Skills
Insurance, Fixed Annuities, Retirement, Retirement Planning, Life Insurance, Disability Insurance, Investments, Financial Services, Asset Management, Mutual Funds, Term Life Insurance, Visio, Employee Benefits, IRAs, FINRA
Education
University of Iowa 1970 — 1973
BBA / MBA, Marketing and Economics
High School
Principal Funds August 2015 - Present
Voya Financial August 2013 - August 2015
Transamerica August 2012 - August 2013
ING Financial Partners October 2010 - August 2012
Skills
401k, Series 63, Life Insurance, Sales, Mutual Funds, Fixed Annuities, Retirement Planning, Investments, Series 7, Retirement, IRAs, Roth IRA, Financial Services, Qualified Retirement..., Salesforce.com, Wealth Management, Variable Annuities
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2014
Master of Business Administration (M.B.A.)
University of Iowa 2006 — 2010
Bachelor's degree, Political Science and Government
Caliber Home Loans June 2014 - Present
Caliber Home Loans May 2013 - June 2014
Vendor Resource Management July 2012 - May 2013
JPMorgan Chase June 2008 - July 2012
Citi Residential Lending July 2002 - June 2008
Citi July 2001 - July 2002
Citi March 1997 - July 2001
Transamerica August 1993 - December 1996
Skills
Process Improvement, Invoice Processing, Creative Problem Solving, Vendor Relations, Process Management, Business Process..., Process Optimization, Contract Management, Contract Negotiations, Contract Review, Contract Development, Contract Writing, Due Diligence, Operational Due..., Accounts Payable, Document Management, Innovative Problem..., Collaborative Problem..., Team Building, Team Management, Team Coordination, Eye For Detail, Detail Orientation, Team Leadership, Cross-functional Team..., Change Leadership, Strategic Leadership, Situation Analysis, Organizational Design, Organizational..., Organizing, Event Planning, Presentation Preparation, Conference Presentations, Commercial Lending, Mortgage Servicing, Compliance Audits, Customer Service, Internal Communications, Internal Controls, Regulatory Requirements, Regulatory Strategy, Operational Risk, Operational Risk..., Loss Mitigation, Leadership, Analysis, Training, Mortgage Lending
Education
University of Florida 1987 — 1993
Bachelor of Arts, Economics
Allianz Life June 2014 - Present
The Hartford September 2011 - May 2014
Transamerica November 2010 - August 2011
Skills
Actuarial Science, ALM, Economic Capital, Life Insurance
Education
University of Iowa 2004 — 2011
BA Mathematics
Transamerica November 2012 - Present
Transamerica March 2011 - December 2012
Transamerica August 2009 - March 2011
CUNA Mutual Group June 2007 - July 2009
Skills
Bilingual-Spanish, Excel, Access, Insurance, Valuation, Actuarial, Financial Reporting, Actuarial Science, Fixed Annuities
Education
University of Iowa 2005 — 2007
MS, Actuarial Science, 3.08
University of San Diego 2001 — 2005
B.A., Mathematics and Computer Science, 3.23
Nationwide Insurance December 2014 - Present
Nationwide Insurance January 2013 - December 2014
Transamerica May 2012 - December 2012
Skills
Financial Analysis, Pricing, Actuarial Science
Education
University of Iowa 2008 — 2012
Bachelor of Science, Actuarial Science, Mathematics
Eagle Asset Management April 2014 - Present
Transamerica December 2011 - April 2014
Transamerica January 2010 - December 2011
Merck April 2007 - January 2010
Skills
Defined Benefit, Retirement Plan..., 401k, Relationship Management, Pensions, Financial Services, Mutual Funds, Retirement, Insurance, Defined Contribution, Asset Allocation, Employee Benefits, Sales, QPFC, Investments, Retirement Planning
Education
University of Iowa - Tippie School of Management 2010 — 2013
Master of Business Administration (MBA), MBA - Concentration in Finance
University of Iowa 1999 — 2004
Bachelor of Business Administration (B.B.A.), Finance
Transamerica September 2014 - Present
FDL Financial Services July 2013 - August 2014
The University of Iowa May 2012 - May 2013
The Export-Import Bank of China October 2010 - February 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Teamwork, Public Speaking, Social Media, Research, SQL, VBA, SAS
Education
University of Iowa 2011 — 2013
Master's degree, Actuarial Science
Beijing University of Aeronautics and Astronautics 2006 — 2010
Bachelor's degree, Finance, Applied Mathematics
Fisher Investments December 2013 - Present
Fisher Investments February 2013 - December 2013
Fisher Investments July 2010 - February 2013
Fisher Investments July 2007 - July 2010
Transamerica May 2005 - June 2007
Skills
Investments, Financial Analysis, Asset Allocation, Economics, Series 65, Sales, Talent Management, Interpersonal Savvy, Leadership, Organizational..., Retirement Planning, Insurance, Investment Strategies, Investment Advisory, Getting The Job Done
Education
University of Iowa 2001 — 2005
Bachelor of Business Administration (BBA), Management Information Systems, General
University of Iowa 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Cadeau 1994 - Present
Cadeau 1994 - Present
Cadeau 1994 - Present
Transamerica 2001 - Present
First Heartland Capital, Inc. 1997 - 2004
Transamerica 1984 - 1994
Skills
Retirement Income..., Wealth Management..., Planned Giving, Estate Planning, Financial Advisory, Public Speaking, Series 7, Series 6, Series 63, Estate Tax Planning, Tax Favored Investments, Charities, Long Term Care Insurance, Wealth Accumulation, Non-Traded REITs, ETFs, Philanthropy, Retirement Planning, High Net Worth..., Asset Allocation, Retirement, Nonprofits, Entrepreneurship, Tax, Leadership, Investments, Strategic Financial..., Small Business, Asset Managment, Securities, Fundraising, Insurance, Trusts, Wealth Management, Financial Planners, Investment Advisory, Financial Analysis, Financial Services, Investment Strategies..., Advisor Education, Equities, Project Planning, Strategic Partnerships, Fixed Annuities, Variable Annuities, Indexed Annuities, Bonds
Education
University of Illinois at Urbana-Champaign 1979 — 1983
BS, Economics
Professional Designation
Transamerica July 2014 - Present
Aegon USA March 2006 - Present
EDS May 1998 - March 2006
FPL Energy, Duane Arnold Energy Center March 2005 - January 2006
NMC 2002 - 2005
Skills
Solution Architecture, ITIL, DevOps, Business Relationship..., IT Service Management, Business Analysis, Software Development, SDLC, Requirements Analysis, Change Management, Information Technology, BMC Remedy, ITIL v3 Foundations..., Application Development, Business Requirements, Systems Analysis, Project Management, CMDB, Requirements Gathering, JavaScript, Microsoft SQL Server, Web Services, Disaster Recovery, Software Asset..., IT Asset Management, Software Licensing..., Application Architecture, .NET, Remedy, Software Project..., VB.NET, Ruby, SQL, Oracle SQL, Tomcat, Redundancy Management, Redundant Systems, Root Cause Analysis, TapRoot, Problem Management, Problem Solving
Education
University of Iowa 1995 — 1999
Bachelor of Business Science (BBS), Managment Information Systems (MIS)
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
B.S.S., Management of Information Systems (MIS)
Transamerica January 2015 - Present
Neighbor Insurance November 2013 - Present
The Schimberg Company August 2013 - November 2014
The Insurance Station July 2010 - June 2013
United Health Care September 2011 - December 2012
Farm Bureau Financial Services January 2008 - June 2010
Fastenal January 1998 - November 2007
Walgreens January 1995 - November 1997
Skills
Product Marketing, Account Management, Sales Management, Insurance, Construction, Customer Relations, Customer Service, Business Building, Commercial Insurance, Life Insurance, Marketing, Fixed Annuities, Business, Healthcare, Leadership, Health Insurance, Management, Sales, Team Building, Entrepreneurship
Education
University of Iowa 1991 — 1994
Bachelor of Arts, Political Science
John Pappajohn Entrepreneurial Center January 2015 - Present
Transamerica May 2015 - July 2015
Transamerica Life Insurance Company May 2014 - May 2015
University of Iowa John Pappajohn Entrepreneurial Center August 2013 - April 2015
Transamerica Life Insurance Company March 2011 - May 2014
Skills
Superior Work Ethic, Solid organization..., Strongly self-motivated, Effective writing and..., Highly detail oriented, Dependable Team Player, Team-oriented, People-oriented, Phone Etiquette, New Hire Training, Goal Oriented, Strong computer typing..., Effective social media..., Oral & Written..., Committed to..., Proficient in Microsoft..., Communication, Teamwork, Strategic Brand...
Education
University of Iowa 2012 — 2016
Health Promotion Major Human Relations Minor Certificate in Entrepreneurial Management
Prairie High School 2008 — 2012
High School
MetLife December 2000 - April 2014
Transamerica February 1997 - September 2000
Olde Stockbrokers April 1996 - December 1996
Skills
Financial Advisory, Training, Business, Series 7, Mutual Funds, Variable Annuities, Sales Management, Recruiting, Mentoring, Career Development, Life Insurance, Sales, Presentation Coaching, Presentations, Partnering, Business Planning, Series 24, CA Insurance License, Communication, Series 6, Retirement, 401k, Insurance, Retirement Planning, Investments, Sales Operations, FINRA, Series 63, Leadership, Fixed Annuities, Financial Services, Relationship Management, Term Life Insurance, Long Term Care Insurance, Alternative Investments, Securities, ETFs, Wealth Management, Uniform Combined State..., Strategy, Disability Insurance, IRAs, Health Insurance, Series 65, Investment Strategies, Long-term Care, Investment Advisory, Employee Benefits, Finance, Separately Managed...
Education
University of San Diego 1991 — 1995
BA, Business Administration, 3.82 GPA
University of Hartford 2010 — 2010
Advanced Training Certification, Barney school of business
Svenska Skolan 2008 — 2011
Certificate of completion, Swedish Language and culture
Transamerica Financial Life Insurance Company January 1996 - Present
Transamerica 1990 - 1996
Transamerica 1987 - 1990
Skills
Virtualization, New Business Development, Insurance, SDLC, Team Leadership, SQL, Business Analysis, Risk Management, Sales, Process Improvement, Vendor Management, Project Management, Visio, Requirements Gathering, Software Documentation, IT Management, IT Strategy, Integration, Disaster Recovery
Education
Univerisity of Iowa 1982 — 1987
Bachelor of Business Administration (BBA), Insurance/Finance
University of Iowa 1982 — 1987
Bachelor of Business Administration (BBA), Insurance (Finance)
Gibraltar Business Capital, LLC April 2011 - Present
Ernst & Young LLP February 2003 - April 2011
ABN AMRO February 1999 - February 2003
Transamerica March 1995 - February 1999
Skills
Asset Based Lending, Capital Markets, Financial Risk, Accounts Receivable, Corporate Finance, Financial Analysis, Due Diligence, Valuation, Risk Management, Strategic Financial..., Financial Modeling, Financial Services, Cash Flow, Financial Reporting
Education
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Accountancy
Transamerica September 2009 - Present
Mercer June 1998 - August 2009
First National Bank of Iowa City July 1990 - June 1998
Skills
Benefits Administration, Disability Insurance, Recruiting, Leadership Development, Coaching, Leadership, Team Leadership, Employee Benefits, Team Building, Customer Service, Insurance, Life Insurance, Management, Term Life Insurance, Health Insurance, Retirement, Fixed Annuities, Retirement Planning, Brokers, Underwriting, Financial Planners, 401k, Long-term Care, General Insurance, Whole Life, Critical Illness, Series 6, Mutual Funds, Property & Casualty...
Education
University of Iowa 1986 — 1992
BA, Sociology & Business
University of Iowa 1986 — 1990
Bachelor's degree, Sociology
Transamerica August 2011 - Present
Transamerica May 2009 - August 2011
Transamerica October 2007 - May 2009
Sammons Financial Group (Midland National Life / NACOLAH) June 1999 - October 2007
Conseco 1995 - 1999
Skills
Insurance, Sales Management, Annuity, Account Management, Sales Operations, Presenter, Marketing Management, Product Marketing, Operations Management, Fixed Annuities, Marketing, Disability Insurance, Sales, Term Life Insurance, Training, Selling, Management, Financial Services, Health Insurance, Leadership, Life Insurance, Retirement Planning
Education
University of Iowa 1990 — 1994
LIMRA
LLIF, Executive Leadership Program
Aegon July 2014 - Present
Transamerica November 2011 - July 2014
ImageFusion, LLC. January 2004 - November 2011
Rockwell Collins March 2010 - September 2011
ThinkSafe, Inc January 2008 - January 2009
J & A Printing, Inc May 2007 - December 2008
Rockwell Collins August 2004 - May 2005
Newspaper Archive January 2000 - August 2004
BVS Performance Systems April 2004 - May 2004
Digix S.A. de C.V, June 2003 - January 2004
Skills
Enterprise Architecture, Action Script, Flash, Flex, Visual Studio. NET, Websphere, C#, Java, JavaScript, AJAX, XML, Oracle, DB2, Microsoft SqlServer, Eclipse,, SharePoint, Rational UMC Modeling, Doors, Web Services, OSGI Framework, Tomcat, JBoss, IIS, Windows Server, Linux, Mac OS X, Unix, iPhone development, Android development, Windows 7 Mobile..., iOS development, Microsoft SQL Server, Web Applications, Visual Studio, ASP.NET, .NET, SOA
Education
University of Iowa 1994 — 1998
BA, Graphic Design and Marketing
Hawkeye Community College 1991 — 1994
AAA, Commercial and Portrait Photography
University of Guangxi, Nanning, China 1992 — 1992
BA, Chinese, Economics, History, Politics
OmniUpdate, Inc. June 2007 - Present
Keenan and Associates 2002 - 2005
Transamerica 1986 - 2001
Skills
SaaS, Online Advertising, Marketing Communications, Enterprise Software, Web Content Management, Product Marketing, E-commerce, SEO, Online Marketing, Email Marketing, CMS, Web Analytics, Social Networking, HTML, Enterprise Content..., Marketing Strategy, Web Applications, Lead Generation, Marketing, Social Media Marketing
Education
University of Illinois at Urbana-Champaign 1978 — 1982
Accenture June 2014 - Present
Transamerica May 2013 - August 2013
The University of Iowa August 2012 - August 2012
Nationwide Insurance January 2006 - January 2009
Skills
Leadership, Microsoft Excel, Public Speaking, Fundraising, Data Analysis, Marketing, SQL, VBA, Java, Python, SPSS Clementine, Tableau, ExtendSim, Access, Communication, Databases, Project Management, HTML, Strategy, Sales, Analysis
Education
University of Iowa 2010 — 2014
B.B.A. Analytics and Information Systems
Transamerica July 2014 - Present
General Dynamics Information Technology December 2009 - July 2014
Skills
Business Analysis, Process Improvement, Leadership, Project Management, Team Leadership, Business Process..., Financial Reporting, Financial Analysis, Accounting, Financial Modeling, Finance, Analysis, Account Reconciliation
Education
University of Iowa 1993 — 1996
Bachelors of Business Administration, Finance, General
Transamerica February 2015 - Present
Park Nicollet Health Services July 2012 - February 2015
Verifications In November 2009 - April 2012
XATA Corporation April 2007 - October 2009
Pearson Education October 2005 - April 2007
Genova Technologies October 2005 - January 2006
PEAK Technologies, Inc. September 2002 - October 2005
Nexiq Technologies (Formerly DSI Software Industries) October 1998 - September 2002
Skills
SaaS, Agile Methodologies, Scrum, Integration, Quality Assurance, Team Leadership, Testing, Software Project..., SDLC, Enterprise Software, Software Quality..., Enterprise Architecture, Requirements Analysis, Solution Architecture, SharePoint, Project Planning, Process Improvement, Test Planning, .NET, Leadership, Requirements Gathering, Cloud Computing, Management, Data Warehousing, Visual Studio, Software Development, SQL, TFS, XML, Microsoft SQL Server, SOA, Project Management, Web Services, Program Management, Architecture, Visio, Databases, Agile Project Management, Web Applications, Business Intelligence, Database Design, SSRS, Data Modeling, Test Automation, C#, Business Analysis, ASP.NET, C++, Software Documentation
Education
University of Iowa 1994 — 1998
BS, Computer Science
Clinton High School 1988 — 1991
High School Diploma
Telligen May 2014 - Present
Telligen March 2013 - May 2014
Transamerica June 2012 - December 2012
Honey Creek Resort State Park May 2008 - August 2011
Hy-Vee May 2007 - August 2009
Skills
AngularJS, Java, JavaScript, Spring, jQuery, OS X, Hardware, C++, Windows 7, Agile Methodologies, HTML, XP, SCCM, Matlab, AutoCAD, Windows XP, NetBeans, SQL, C, System Center..., Mathematica, CodeBlocks, Windows 7 Migration, Mac OS X, Linux, Eclipse, Android, Ruby, Object Oriented Design, Objective-C, Android Development
Education
University of Iowa 2010 — 2014
Bachelor of Science (B.S.), Computer Engineering
Albia Community High School 2006 — 2010
High School Diploma
Leepfrog Technologies, Inc. March 2015 - Present
Leepfrog Technologies February 2015 - March 2015
Momentus Golf November 2014 - February 2015
Sam's February 2014 - July 2014
Campus Leaders Today, Career Leaders Tomorrow January 2012 - May 2014
Transamerica Retirement Solutions May 2013 - December 2013
The University of Iowa Trademark Licensing Program September 2012 - July 2013
Brain Injury Alliance of Iowa August 2012 - April 2013
Transamerica May 2012 - December 2012
Pilot Grove Savings Bank July 2009 - May 2012
Skills
Time Management, Teamwork, Team Leadership, Organization, Communication, Event Planning, PowerPoint, Customer Service, Self Driven, Microsoft Excel, Social Media, Microsoft Word, Sales, Social Networking, Problem Solving, CRM, Self-management, Microsoft Office, Project Coordination, Collaborative Leadership
Education
University of Iowa 2010 — 2014
Bachelor's Degree, Interdepartmental Studies: Business Studies Track; Certificate in Leadership Studies, Graduated August 2014
MasterCard September 2015 - Present
Booz Allen Hamilton June 2014 - July 2015
US Army September 2009 - October 2012
QinetiQ North America October 2003 - September 2009
US Army Reserves September 1988 - January 2008
Transamerica May 2000 - October 2003
Principal Financial Group January 1999 - January 2000
Skills
Spanish language, Analytical Skills, Personnel management, Analysis, Microsoft Office, Public Speaking, Research, Project Management, PowerPoint, Security Clearance, Government Contracting, Intelligence Analysis, Intelligence, Government, Leadership, Security, Team Leadership, Program Management, Army, Security+, Risk Management, Military, Counterterrorism, Defense, Command, Training, Information Assurance, Afghanistan, Proposal Writing, DoD, National Security, Military Operations, Top Secret, Military Experience, Operational Planning, SIGINT, Counterinsurgency, Force Protection, Counterintelligence, Tactics, Electronic Warfare, Personnel Management, Homeland Security, Spanish, Organizational..., Security Operations, Physical Security, Federal Government, Navy
Education
University of Iowa 2009 — 2014
MBA, Business Administration and Management, General, 3.06
University of Iowa 1992 — 1997
Bachelor's degree, Spanish Language and Linguistics
Prairie State Cycling Series 2013 - Present
Professional Cycling Teams 2009 - Present
SRAM 2014 interBike Cross Vegas September 2014 - September 2014
SRAM, LLC 2014 - 2014
People for Bikes 2014 - 2014
SRAM, LLC 2013 - 2013
Transamerica 2013 - 2013
People for Bikes 2012 - 2012
Vision Quest Coaching Services 2008 - 2012
Skills
Customer Service, Research, Strategic Planning, Negotiation, Teaching, Public Speaking, Events, Therapeutic Massage, Yoga, Event Management, Fitness, Social Media, Coaching, Sports, Cycling, Event Planning, Fitness Training, Social Networking, Fundraising, Project Management, Entrepreneurship, Leadership, Team Building, Lifestyle, Triathlon, Team Leadership, Athletics, Personal Training
Education
University of Indianapolis 1995 — 1999
Theatre, Theatre/Theater
Keyot June 2015 - Present
The University of Iowa Health Care February 2014 - May 2015
Transamerica May 2012 - January 2014
Fareway Stores, Inc. August 2009 - January 2012
Education
University of Iowa 2011 — 2015
Center Point-Urbana High School 2007 — 2011
Nationwide Financial October 2011 - Present
Transamerica 2006 - 2011
Allstate Financial Services, LLC 2003 - 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Iowa 1990 — 1994
Bachelor’s Degree, Double Majors - English and Communications
Sprint February 2015 - Present
Transamerica June 2014 - August 2014
Skills
Microsoft Office, Computer Proficiency, IT Solutions, Sales, Customer Service, Hardware, Databases, Account Management, Management, Sales Management, Leadership, Customer Satisfaction
Education
University of Iowa 2013 — 2017
Management Information Systems, General, Sophomore
University of Iowa 2013 — 2017
Management Information Systems, General
Transamerica September 2014 - Present
MingYa Insurance Brokers Limited July 2013 - August 2013
Huatai Insurance September 2011 - November 2011
Skills
SPSS, Eviews, Macromedia, VBA, Microsoft Office, Microsoft Excel, Photoshop, R, SQL, Pretium, Hedging Strategy, Financial Sensitivity, Quantitative risk..., Statistical Modeling, Risk Management, Survival Analysis, Predictive Modeling
Education
University of Iowa 2012 — 2014
Master's degree, Actuarial Science
University of International Business and Economics 2008 — 2012
Bachelor of Science (BS), Risk Management and Insurance
UnityPoint Health May 2011 - Present
Transamerica June 2008 - April 2011
Sound Clarity December 2007 - May 2008
Gazette Communications April 2007 - September 2007
Education
University of Iowa 2005 — 2008
Bachelor’s Degree, Communication and Media Studies
Transamerica Agency Network, Inc. April 2015 - Present
Transamerica Agency Network, Inc. 2015 - 2015
Transamerica September 2014 - December 2014
Skills
Sales, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Research, PowerPoint, Training, Life Insurance, Disability Income, Health Insurance, Retirement Planning, Customer Service, Time Management
Education
University of Iowa 2013 — 2017
Finance and Financial Management Services, Junior
Xavier High School
Transamerica May 2015 - Present
Transamerica Retirement Solutions May 2013 - May 2015
Cedar Rapids Country Club April 2012 - May 2014
The Linn County Fair August 2012 - August 2013
Hy-Vee September 2011 - May 2013
Skills
Sales, Microsoft Excel, Microsoft Word, Research, Quick Learner, Photoshop, Customer Service, PowerPoint, Facebook, Public Speaking, Count Money, Social Media, English, Integrity Selling, Event Planning
Education
University of Iowa 2012 — 2016
Economics
Transamerica May 2015 - Present
Transamerica March 2012 - Present
Transamerica February 2007 - March 2012
Transamerica August 2005 - February 2007
Alliant Energy February 2004 - August 2005
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, Financial Reporting, Auditing, Sarbanes-Oxley, Financial Analysis, Accounting, Risk Management, Process Improvement, Insurance, Risk Assessment, Financial Accounting, IT Audit, Financial Risk, Enterprise Risk..., General Ledger, Consolidation, Forecasting, Strategic Financial..., Financial Audits, US GAAP
Education
Upper Iowa University 2008 — 2013
MBA, Corporate Finance
University of Iowa 1999 — 2003
Bachelors, Accounting
Transamerica June 2015 - Present
Transamerica September 2007 - June 2015
University of Iowa Foundation September 2005 - September 2007
Saxton Inc September 2002 - September 2005
Skills
Windows Server, Microsoft Exchange, Group Policy, Visio, Network Administration, IIS, IT Management, Servers, SCCM, Microsoft SQL Server, Cisco Technologies, Network Security, Virtualization, Information Security, Citrix Metaframe, Netapp Storage Solutions
Education
University of Phoenix 2000 — 2005
Bachelor of Science, Management Information Systems, General, 3.87
University of Iowa 1989 — 1993
Transamerica June 2014 - Present
Transamerica Financial Solutions November 2013 - June 2014
The University of Iowa August 2013 - May 2014
A.T. Kearney June 2013 - August 2013
The University of Iowa January 2013 - May 2013
The University of Iowa August 2012 - December 2012
VMware December 2011 - June 2012
Shenzhen China Girdcom Co., LTD July 2011 - August 2011
The Primary School of Great Mountain March 2011 - May 2011
Skills
VBA, SPSS, Microsoft Excel, Access, Eviews, Actuarial Science, Insurance, Risk Management, MG-ALFA, TAS, Visual Basic for..., Statistics, Financial Analysis, Financial Modeling, Analysis, Data Analysis, Financial Risk, SAS, Microsoft Office
Education
University of Iowa 2012 — 2014
Master's degree, Actuarial Science, 3.88
University of International Business and Economics 2008 — 2012
BA, Risk Management and Insurance, 3.52/4.0
The high school attached to Hunan Normal University 2005 — 2008
Transamerica June 2014 - Present
Monica’s January 2012 - May 2014
Foundation Financial Group April 2013 - June 2013
Cedar Ridge Winery & Distillery June 2010 - July 2011
St. Jude Child Care May 2008 - August 2009
Education
University of Iowa 2009 — 2012
Bachelor of Arts (B.A.), Psychology
University of Iowa
B.A, Psychology
Transamerica January 2014 - Present
AEGON Americas January 2013 - January 2014
Skills
Accounting, Microsoft Excel, Access
Education
University of Iowa 2011 — 2013
BBA, Accounting, Finance, Risk Management and Insurance
Synchrony Financial May 2015 - Present
Synchrony Financial August 2014 - April 2015
GE Capital June 2004 - July 2014
Citi October 2000 - May 2004
Transamerica November 1997 - September 2000
SPS Payment Systems November 1993 - October 1997
Boise Cacade Office Products June 1989 - October 1993
Skills
Credit Cards, CRM, Portfolio Management, Cross-functional Team..., Business Development, Credit, New Business Development, Relationship Management, Strategic Partnerships, Financial Services, Leadership, Management, Mergers & Acquisitions, Sales, Selling, Marketing
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
Bachelor of Science (BS), Marketing
Transamerica August 2014 - Present
Communications Engineering Company June 2005 - August 2014
Bahakel April 2003 - June 2005
Cumulus Media February 2000 - March 2003
APAC Customer Services 1999 - 2000
Skills
Business Development, Leadership, Solution Selling, Management, Sales, Networking, Project Management, Account Management, Change Management, Professional Services, Process Improvement, Marketing, Sales Presentations, Customer Service, Unified Communications, Direct Sales, Strategic Planning, Sales Process, Telecommunications, Team Building, Cloud Computing, Consulting, Strategic Partnerships, Selling, Integration, Disaster Recovery, Partner Management, Lead Generation, Data Center, Sales Management, IT Solutions, Training, Relationship Management, Business Process..., Vendor Relationships, CRM, Direct Marketing, Enterprise Software, Virtualization, Security, Managed Services, Consultative Selling, Business Analytics, SaaS, Management Consulting, Channel Partners, Software Industry, Vendor Management
Education
University of Iowa 1993 — 1997
BA, Communication Studies
Leadership Dubuque
Cerner Corporation July 2015 - Present
The University of Iowa Foundation September 2014 - May 2015
Transamerica May 2014 - August 2014
Skills
Red Hat Linux, Python, SQL, Computer Networking, JavaScript, PHP, Microsoft Office, Customer Service
Education
University of Iowa 2012 — 2015
Bachelor's Degree, Informatics Cognate: Human Computer Interaction
Transamerica June 2015 - Present
AEGON Americas May 2014 - May 2015
Education
University of Iowa 2011 — 2015
BS, Actuarial Science
Dunlap Motors Independence August 2013 - Present
Ocwen Loan Servicing April 2012 - August 2013
Transamerica November 2008 - April 2012
PMA USA June 2008 - August 2008
Skills
Facebook, E-commerce, Leadership, Marketing, Sales, Salesforce.com, Social Media, Social Networking, Account Management
Education
University of Iowa 2004 — 2008
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Accusoft 2015 - 2015
Moaxis Technologies Inc. 2013 - 2014
SecurityCoverage, Inc. 2003 - 2013
Transamerica 2001 - 2003
Novell 1998 - 2001
Skills
Product Management, Telecommunications, Cloud Computing, Security, Strategic Planning, Team Leadership, Management, Project Management, Product Development, Team Building, Network Security, Managed Services, Product Marketing, Wireless, Start-ups, Executive Management, Internet Security, Mobile Devices, Strategic Partnerships, Business Development, Strategy, Leadership Development, Strategic Financial...
Education
University of Iowa 1989 — 1994
Bachelor's Degree, Engineering
Transamerica May 2013 - Present
Tippie College of Business SWAT August 2011 - May 2013
Integrated DNA Technologies January 2013 - April 2013
Skills
SQL, PowerPoint, Data Analysis, Microsoft Office, Public Speaking, Microsoft Excel, Research, Business Analysis, Databases, Process Improvement, Social Media, Teamwork, Management, Visual Basic, Statistics, Python, Leadership, Microsoft Word, Microsoft SQL Server, SAS, Non-profits, Time Management, Visio, ETL, Project Management, Forecasting, Analysis, Access, SSIS, SSRS, Information Technology, Team Building, Tableau, Pivot Tables
Education
University of Iowa 2014 — 2016
Analytics Certificate program
The University of Iowa 2009 — 2014
Bachelor of Business Administration, Management Information Systems
John Cabot University 2012 — 2012
Study Abroad, General Studies
Transamerica May 2014 - Present
HP Enterprise Services May 2000 - Present
HP Enterprise Services May 2000 - Present
Skills
Requirements Analysis, SDLC, Requirements Gathering, Business Process, IT Service Management, Business Requirements, User Acceptance Testing, Use Case, System Integration..., Healthcare Information..., Test Case Generation, SQL Server Management...
Education
University of Iowa 1993 — 1997
Economics, Business Administration
Transamerica September 2015 - Present
CRST International November 2014 - September 2015
Washington High School November 2001 - November 2014
Transamerica Life Insurance Company April 2013 - August 2014
Transamerica Life Insurance Company September 2011 - April 2013
AEGON USA March 2007 - September 2011
YMCA June 1997 - August 2010
Toyota Financial Services June 2006 - February 2007
Wackenhut January 2003 - September 2006
Skills
Training, Security, Access, Troubleshooting, Strategy, Coaching, Customer Service, Sarbanes-Oxley Act, Testing, Enterprise Software, Process Improvement, Auditing, Microsoft Office, Public Speaking, Vendor Management, Leadership, Management, Team Building, Sales
Education
University of Iowa 2002 — 2006
BA, Sociology & Pre-law
University of Phoenix 2008 — 2010
Master of Business Administration (M.B.A.), Business Administration and Management, General, A
Farmers Mutual Hail Insurance April 2015 - Present
Farmers Mutual Hail Insurance August 2012 - March 2015
Marsh May 2011 - August 2012
Transamerica January 2010 - May 2011
AEGON Americas April 2007 - January 2010
Family Dollar July 2006 - April 2007
Skills
SAS, SAS Enterprise Guide, Microsoft Excel, Microsoft Access, SQL, LOMA 280, LOMA 290, LOMA 301, FLMI Level 1 Certificate, INS 21, INS 22, Visual Basic, Microsoft Word, MoSes, TAS, AQT, Toad, NCOA, Unica Affinium Campaign, Insurance, Business Analysis, Leadership, Analysis, Testing, Management, Actuarial Science, Data Analysis, Financial Reporting, Pricing, Forecasting, Analytics, Access, Process Improvement, Research, VBA, Predictive Modeling, Project Management, Financial Analysis, Team Leadership, Data Mining, User Acceptance Testing, Statistical Modeling, Microsoft Office, SAS programming, Data Warehousing, Mainframe, Databases, Change Management, Data Modeling, Predictive Analytics
Education
University of Iowa 2009 — 2011
Master of Business Administration (M.B.A.), 3.69
University of Northern Iowa 2002 — 2006
Bachelor of Arts (B.A.), Mathematics: Actuarial Science & Statistics
Transamerica June 2013 - Present
Transamerica December 2011 - June 2013
Overture Group April 2011 - December 2011
Skywalk Group 2005 - 2011
Skills
Applicant Tracking..., Talent Acquisition, Talent Management, Coaching, Performance Management, Recruiting, Employee Relations, College Recruiting, Sourcing, Onboarding, Technical Recruiting, Internet Recruiting, Human Resources, Leadership Development, Interviews
Education
University of Iowa 1989 — 1993
Bachelor of Arts, Communications Study, minor in Spanish
Aegon Asset Management July 2014 - Present
AEGON Asset Management January 2013 - July 2014
Transamerica November 2010 - January 2013
Transamerica February 2010 - November 2010
BrightStar Partners November 2007 - February 2010
PepsiAmericas March 2006 - November 2007
PepsiAmericas July 2005 - March 2006
Skills
Cognos, Business Analysis, Business Intelligence, Data Warehousing, Integration, SQL, ETL, Databases, SharePoint, Business Process..., Disaster Recovery, Enterprise Architecture, Software Development, Visio, Management, Leadership, Requirements Gathering, SDLC
Education
University of Iowa 1993 — 1997
The PrivateBank October 2009 - Present
Discover Financial Services November 2008 - November 2009
LaSalle Bank January 2005 - March 2008
ABN AMRO June 2000 - January 2005
Heller Financial 1998 - 2000
transamerica April 1994 - 1998
Skills
Business Intelligence, Business Objects, Cognos
Education
University of Illinois at Chicago 1988 — 1993
Bachelor of Science (BSc), Finance, General
GoDaddy June 2015 - Present
Integrated DNA Technologies April 2010 - June 2015
Transamerica June 2008 - April 2010
University of Iowa August 2006 - June 2008
Innovative Software Engineering May 2006 - August 2006
Pearson Educational Measurement November 2004 - August 2006
McKesson Corporation October 1999 - August 2004
Skills
Software Engineering, Object Oriented Design, C#, Java, SQL, Python, Microsoft SQL Server, Software Development, Human Computer..., C++, Eclipse, Test Driven Development, Computer Science, Linux, Databases, Software Design, OOP, Java Enterprise Edition, JBoss Application Server, HornetQ, RabbitMQ, IntelliJ IDEA, Jenkins, Sonar, Gradle, Bioinformatics, Primer Design
Education
University of Iowa 2006 — 2008
Master of Computer Science, Computer Science, Human-Computer Interaction
University of Iowa
Bachelor of Science, Computer Science
Transamerica June 2013 - Present
Transamerica June 2012 - June 2013
Transamerica August 2010 - May 2012
Transamerica March 2010 - August 2010
Transamerica March 2007 - March 2010
Transamerica August 2006 - March 2007
Transamerica May 2002 - 2006
Skills
Process Improvement, Business Analysis, Project Management, Change Management, System Administration, Software Documentation, Microsoft Office, Leadership, Visio
Education
University of Iowa 1998 — 2002
Bachelor of Arts, English
Resurgent Capital Services September 2007 - Present
Resurgent Capital Services August 2003 - September 2007
Transamerica 1998 - 2003
Sears Credit November 1993 - July 1995
Skills
Management, Vendor Management, Leadership, Visio, Business Analysis, Banking, SQL, Data Analysis, Requirements Gathering, Access, Process Improvement, Software Documentation, SDLC, SharePoint, Project Management, Credit
Education
University of Iowa 1993 — 1997
Transamerica December 2013 - Present
Windstream Communications August 2006 - November 2013
Pearson Education October 2004 - August 2006
Skills
Telecommunications, Scope Management, Customer Relations, PMP, Program Management, Scheduling, Problem Solving, Microsoft Office, Process Scheduler, Customer Service, Account Management, Vendor Management, Project Management, Call Centers, Visio, Software Documentation, Wireless, Data Center, VoIP, Integration
Education
University of Iowa
Bachelor of Science (BS), Elementary Education and Teaching
Transamerica September 2014 - Present
Transamerica May 2007 - September 2014
Deloitte Tax LLP May 2002 - May 2007
Skills
Corporate Tax, Sarbanes-Oxley Act, Tax Accounting
Education
University of Iowa 2001 — 2001
Masters of Accountancy, Emphasis in Tax
University of Iowa - Henry B. Tippie College of Business 1997 — 2001
Bachelors degree, Accounting
Transamerica January 2006 - Present
Skills
Investments, Mutual Funds, Investment Advisory, Financial Advisory, Series 63, Series 6, 401k, Asset Allocation, FINRA, Fixed Annuities, Series 7, Series 65, Alternative Investments, Retirement, Wealth Management, Asset Managment, Strategic Financial..., Asset Management, Relationship Management, IRAs, Retirement Planning, Securities, Investment Strategies, Estate Planning
Education
University of Iowa 1998 — 2002
BA, Finance
University of Iowa - Henry B. Tippie College of Business 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance and M.I.S
NorthPointe Resources, Inc. December 2013 - Present
Woodstock Christian Life Services DBA Hearthstone Communities January 2003 - April 2013
Transamerica 1998 - 2002
GE Capital 1980 - 1998
Skills
Strategic Planning, Marketing Communications, Public Speaking, Marketing, Social Media, Public Relations, Fundraising, Non-profits, Event Planning, Budgets, Customer Service, New Business Development, Advertising, Event Management, Sales Management, Community Outreach, Nonprofits, Team Building, Microsoft Office, Program Management, Volunteer Management, Microsoft Excel, Community Development, Social Media Marketing, Team Leadership, Change Management, Leadership, Customer Experience, Exceptional mentor &..., Newsletters, Program Development, Marketing Strategy, Entrepreneurship, Corporate Communications, Organizational..., Online Advertising, Editing, Customer Satisfaction, Healthcare, Leadership Development
Education
Leadership Greater McHenry County 2011 — 2011
University of Illinois at Chicago 1974 — 1975
Transamerica July 2015 - Present
Milliman & Robertson May 2009 - May 2015
AEGON June 2005 - May 2009
Skills
Equities, Fixed Annuities, Insurance, Investments, Risk Management, Valuation
Education
University of Iowa 2001 — 2005
Transamerica December 1996 - Present
AEGON November 1996 - Present
Primerica September 1990 - September 1994
Skills
Process Improvement, Communication, Management of..., Product Development, Leadership, Sales, Marketing, Financial Services, Investments, Fixed Annuities, Mutual Funds, Risk Management, Strategic Planning
Education
University of Iowa 1985 — 1990
Business, Marketing
University of Iowa 1982 — 1990
BS, Marketing
JP Morgan May 2000 - Present
Transamerica May 1999 - May 2000
Sidley Austin May 1997 - May 1999
Bell, Boyd & Lloyd September 1995 - May 1997
Education
University of Illinois College of Law 1992 — 1995
J.D.
University of Nevada-Las Vegas 1987 — 1991
B.S., Accounting
Transamerica October 2014 - Present
AEGON January 2005 - September 2014
McLeodUSA June 1997 - January 2005
Education
University of Iowa 2008 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Northern Iowa 1992 — 1996
Bachelor of Arts (BA), Accounting
Transamerica April 2012 - Present
YMCA August 2011 - Present
Securian Advisors MidAmerica 1992 - 2007
Education
Kaplan University 2007 — 2009
Bachelor of Science, Health and Wellness
University of Iowa 1982 — 1985
BA, Business Administration
Transamerica July 2000 - Present
Skills
Sarbanes-Oxley Act, GAAP, Financial Accounting, Direct Marketing, General Ledger, Internal Controls, Account Management, Accounting, Financial Reporting, Financial Analysis, Tax
Education
Western Illinois University 1992 — 1994
Bachelor of Science (BS), Accounting
University of Iowa 1984 — 1989
University of Iowa - Henry B. Tippie College of Business 1984 — 1989
Transamerica July 2015 - Present
US Bank March 2007 - July 2015
BVS Performance Systems November 2005 - February 2007
Commercial Federal Bank March 2004 - October 2005
Skills
Commercial Lending, Banking, Small Business Lending, Leadership, Loans, Sales, Finance, Financial Analysis, New Business Development, Sales Management, Management, Consumer Lending, Credit, Credit Analysis, Relationship Management, Cross Selling, Training, Team Building, Financial Services, Coaching, Customer Service, Strategic Planning
Education
University of Iowa 1998 — 2002
Bachelor of Arts, Communications & Spanish
Rockwell Collins February 2014 - Present
Transamerica September 2007 - February 2014
Crowe Chizek May 2006 - September 2007
Education
University of Illinois at Urbana-Champaign - College of Business 2001 — 2006
Master of Accounting Science
Nationwide Financial 2011 - Present
Transamerica 2006 - 2011
Allstate Financial 2003 - 2006
Education
University of Iowa 1990 — 1994
Bachelor of Arts
Transamerica May 2008 - Present
TCF Bank January 2005 - May 2008
Bedford Home Loans January 2004 - September 2004
The Summit / One Eyed Jake's September 1996 - December 2003
The University of Iowa March 1995 - May 1999
Skills
Series 7, Series 63, Retirement Planning, Retirement, Mutual Funds, Portfolio Management, IRAs, Fixed Annuities, 401k, CRPC, Series 66, Series 26, Business Intelligence
Education
University of Iowa 1994 — 2000
BG Group July 2007 - Present
RRI Energy, Inc. 2001 - 2007
Transamerica 1988 - 1995
Skills
Business Process..., Business Intelligence, Business Analysis, Endur, ETRM, Energy, Integration, Requirements Analysis, Requirements Gathering, SharePoint, Visio
Education
University of Houston-Downtown
B.S., Computer Information Systems
First Investors January 2015 - Present
Forethought Financial Group, Inc. March 2013 - January 2015
Davis & Parks Technologies, LLC April 2011 - March 2013
Transamerica April 2006 - April 2011
Allianz Life 2003 - 2006
Guardian Life Insurance May 2000 - May 2003
Sun Life Financial 1994 - 2000
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Variable Annuities, Investments, Insurance, Business Development, Direct Sales, Relationship Marketing, Financial Advisory, Financial Services, 401k
Education
University of Hartford 1990 — 1992
BS/BA, Marketing
Citigroup August 1996 - Present
Transamerica 1991 - 1996
Education
University of Florida - Warrington College of Business Administration 1979 — 1984
BS, Finance
Robbins & Bohr 2012 - Present
Transamerica 2011 - 2012
Skills
Insurance, Fixed Annuities, Contract Negotiation, Disability Insurance, Life Insurance, Cold Calling, Term Life Insurance, Retirement, Employee Benefits, Underwriting, Health Insurance, Property & Casualty..., Retirement Planning
Education
University of Georgia - Terry College of Business 1984 — 1988
BBA, Marketing
Kroll Bond Rating Agency, Inc. 2014 - Present
CBRE, Inc. 2004 - 2014
Transamerica 2003 - 2004
CBRE, Inc. 1998 - 2003
Skills
Real Estate Investment, Real Estate, Valuation, Appraisals, Due Diligence, Real Estate Economics, Investment Properties, Asset Managment, Financial Analysis, Investments, Loans, Market Analysis, Asset Management, Mergers & Acquisitions
Education
University of Illinois at Chicago 1991 — 1995
Bachelor
Transamerica January 1998 - Present
Education
University of Florida - Warrington College of Business Administration 2008 — 2011
General Business, Business Administration
Mark Will (self employed) April 2011 - Present
Self Employed 2011 - 2015
Thales November 2007 - May 2009
Avnet November 1995 - November 2005
Transamerica June 1974 - November 1990
Skills
Process Improvement, Finance, Forecasting, Financial Reporting, Analysis, Business Development, Business Analysis, Financial Analysis, Access, Strategic Financial..., Project Management, Financial Modeling, Strategic Planning, Risk Management, Business Strategy, Microsoft Excel, Insurance, Accounting
Education
University of Iowa 1972 — 1974
MASTERS, STATISTICS
Wartburg College 1968 — 1972
BACHELOR OF SCIENCE, MATHEMATICS
Sammons Financial Group Member Companies February 2014 - Present
Athene USA October 2013 - February 2014
Aviva August 2010 - October 2013
ING 2000 - 2002
ING 1994 - 2000
ING 1992 - 1994
The Holden Group 1991 - 1992
Transamerica 1988 - 1991
Skills
Risk Management, Valuation, Investments, Analysis, Actuarial Science, ALM, Risk Analysis, Product Development, Financial Risk, Life Insurance, Fixed Annuities, Enterprise Risk..., Insurance
Education
University of Iowa 1984 — 1988
BS, Actuarial Science; Business
Transamerica February 2013 - Present
University of Iowa August 2009 - May 2012
AEGON/Transamerica May 2011 - December 2011
Skills
Access, VBA, Excel, Matlab, Actuarial Science, Microsoft Excel
Education
University of Iowa 2011 — 2013
M.S, Actuarial Science
University of Iowa 2009 — 2011
Master, Applied Math
Zhejiang University 2005 — 2009
B.S, Mathematics
Collegiate Housing Services December 2014 - Present
Transamerica March 2012 - September 2015
First Investors Corporation December 2010 - March 2012
Aspire Indiana December 2008 - February 2011
Skills
Financial Analysis, Portfolio Management, Strategic Financial..., Insurance, Financial Advisory, Mutual Funds
Education
University of Indianapolis
Social work
University of Indianapolis
Bachelor of Arts (B.A.), Social Work
Transamerica March 2012 - Present
Transamerica Life Insurance Company November 2011 - March 2012
Transamerica Life Insurance Company March 2008 - November 2011
Transamerica Life Insurance Company May 2006 - March 2008
AEGON Americas June 2006 - August 2006
Skills
Business Analysis, Process Improvement, Team Building, Life Insurance, Fixed Annuities, Insurance, Leadership
Education
University of Iowa 2009 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
University of Iowa 2002 — 2006
Bachelor of Science (BS), Finance, General
Athene USA October 2014 - Present
Transamerica July 2008 - October 2014
Zurich Financial Services May 2007 - July 2008
Skills
Statutory Capital and..., Asset Modeling, Reinsurance, Product Development, Fixed Annuities, Actuarial Science, ALM, Valuation, Risk Management, Derivatives, Financial Risk, Fixed Income, Hedging, VBA, Variable Annuities, Economic Capital, Insurance, Financial Modeling, Capital Management, Equity Indexed Annuities, Embedded Value, ALFA, C3P2, AG43
Education
University of Iowa 2003 — 2007
Bachelor of Science (B.S.), Actuarial Science
University of Iowa 2003 — 2007
Bachelor of Science (B.S.), Mathematics
Transamerica August 2013 - Present
AEGON July 2000 - August 2013
New Horizons Computer Learning Center of Cedar Rapids February 1998 - July 2000
Skills
Disaster Recovery, ITIL, IT Management, Business Analysis, Enterprise Architecture, Virtualization, Data Center, Process Improvement, Vendor Management, VMware
Education
University of Iowa 1992 — 1994
ACT August 2014 - Present
Independent January 2006 - Present
Freelance communications consultant February 2013 - Present
ACT March 2013 - August 2014
Transamerica June 2012 - March 2013
Pearson North America September 2010 - June 2012
Pearson North America December 2006 - September 2010
Skills
Database Design, ExactTarget, Microsoft Project, Project Management, Content Development, Process Improvement, Social Networking, Project Planning, Microsoft Excel, Staff Development, Leadership Development, Marketing, Instructional Design, Sales, Team Building, New Business Development, Curriculum Development, Graphic Design, Marketing Communications
Education
University of Iowa 2003 — 2003
JPEC FastTrac Entrepreneurial Training Program, Journalism and Mass Communications
University of Iowa 1994 — 1999
BA, Journalism Mass Communications, Art and Art History, Psychology
Washington High School 1989 — 1994
LattaHarris, LLP January 2015 - Present
Transamerica August 2013 - December 2014
Johnson County Auditor’s Office November 2007 - November 2013
Tippie College of Business January 2012 - May 2013
Self-Started Lawn Care Company April 2010 - May 2013
Transamerica Life Insurance Company April 2012 - January 2013
MidAmerica Securities Management Company October 2011 - January 2012
2 Guys 2 Trucks Moving Company April 2010 - October 2011
Transamerica Life Insurance Company April 2011 - August 2011
Hy-Vee July 2005 - May 2010
Skills
Accounting, Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Excel, Internal Controls, Financial Accounting, Financial Reporting, US GAAP reporting
Education
University of Iowa 2008 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Transamerica December 2011 - Present
Education
University of Iowa 2010 — 2011
Master of Science (MS), Actuarial Science
University of International Business and Economics 2006 — 2010
Bachelor of Science (BS), Insurance
PricewaterhouseCoopers July 2015 - Present
SUNZ Insurance Company December 2014 - March 2015
Allied Specialty Insurance September 2013 - November 2014
Transamerica November 2012 - August 2013
SUNZ Insurance Company January 2013 - April 2013
SUNZ Insurance Company January 2012 - April 2012
Lighthouse Credit Foundation September 2011 - October 2011
Homeowners Choice Property & Casualty Insurance Company, Inc. January 2008 - January 2011
Skills
Great Plains Software, Peachtree, QuickBooks, Microsoft Excel, Microsoft Word, Account Reconciliation, Accounts Payable, Accounts Receivable, Accruals, Fixed Assets, Balance Sheet, Income Statement, Cash Flow, Property & Casualty..., Non-profits, Sarbanes-Oxley, Problem Solving, Payroll, New Hire Orientations, Financial Accounting, Statutory Accounting, SEC filings, Investments, GAAP, Accounting, Auditing, General Ledger, Financial Statements, Microsoft Dynamics GP, SEC Filings, Sarbanes-Oxley Act, Internal Controls, Journal Entries, Variance Analysis, Tax, Finance, Consolidation
Education
University of Phoenix 2011 — 2015
Master's Degree, Accounting
University of Houston-Clear Lake
BS, Finance
Transamerica September 2013 - Present
Transamerica April 2010 - September 2013
Transamerica May 2008 - April 2010
Transamerica January 2007 - May 2008
Skills
Customer Service, Public Speaking, Teaching, Training, Training Delivery, Editing
Education
University of Iowa 2014 — 2019
Master of Business Administration (MBA)
University of Iowa 2002 — 2006
Bachelor of Arts, Journalism; Elementary Education
Transamerica March 2015 - Present
AEGON - Transamerica Capital Management May 2012 - March 2015
AEGONUSA April 2008 - May 2012
Pearson August 2004 - April 2008
McLeodUSA January 1994 - May 2004
Skills
Project Management, Program Management, MS Project, Vendor Management, Process Improvement, Budgets, Requirements Analysis, Telecommunications, Project Portfolio..., Business Process..., Business Analysis, Cross-functional Team..., Visio, SDLC, Resource Management, PMP, Integration, Software Project..., Requirements Gathering, Software Documentation, Risk Management, Team Leadership, Change Management, Six Sigma, Process Engineering, Management, Analysis, Team Building, Enterprise Architecture, Leadership, Data Center, Project Planning, Operations Management, Access, Product Management, Requirements Management, Agile Methodologies
Education
University of Iowa 1986 — 1991
BBA, Operations Management
Nationwide Insurance December 2014 - Present
Nationwide Insurance November 2013 - December 2014
AEGON May 2012 - November 2013
Transamerica December 2005 - May 2012
Skills
Financial Reporting, Financial Analysis, Variance Analysis, Auditing, Financial Statements, Hyperion Enterprise, Financial Audits, Essbase, Cash Management, Access, Process Improvement, Investments, Budgets, Sarbanes-Oxley Act
Education
University of Iowa 2007 — 2009
Masters, Accounting
Mount Mercy College 2004 — 2007
Bachelor of Science (BS), Accounting and Business/Management
Transamerica 2012 - Present
Event Management Website: www.eventsontop.com January 2012 - May 2012
Skills
Java, PHP, Python, Microsoft Office, HTML, Databases, Joomla
Education
University of Illinois at Chicago 2008 — 2012
Bachelor's degree, Information and Decision Science, 3.55
PwC June 2015 - Present
Robert Half January 2015 - April 2015
Transamerica January 2014 - December 2014
The University of Iowa June 2013 - August 2013
Bankers Trust May 2012 - August 2012
Skills
QuickBooks, Microsoft Excel, Tax, Auditing, Financial Reporting, Microsoft Word, Financial Analysis, PowerPoint, Tax Preparation, Bookkeeping, Income Tax, Microsoft Office, Teamwork, Access, Accounts Payable, Financial Statements, GAAP, Peachtree, Account Reconciliation, General Ledger, CPA
Education
University of Iowa 2010 — 2015
BBA, Accounting / Finance
University of Iowa 2010 — 2015
Accounting, Accounting and Finance
Transamerica August 2005 - Present
Buck Consultants 2003 - 2004
Education
University of Iowa 2001 — 2005
Bachelor of Science (B.S.), Actuarial Science
Transamerica Recruit, Train new agents, joint field work, Financial planning and Seminar selling.$
Skills
Insurance, Strategic Financial..., Estate Tax Planning, Business Planning, Real Estate Development, Property & Casualty..., Property Management
Education
University of Illinois at Urbana-Champaign 1982 — 1984
B S in Fiance, Banking and Investments
University of Illinois at Urbana-Champaign 1978 — 1982
BS in Finance, Finance and Financial Management Services
Transamerica July 2007 - Present
Skills
Management
Education
University of Iowa 2002 — 2007
Bachelor of Science (BS), Accounting and Finance
Transamerica 2011 - 2013
Vangent, Inc. 2008 - 2011
Education
University of Iowa
Bachelor of Arts (B.A.), Communication
Ruffalo Noel Levitz February 2015 - Present
Transamerica 2012 - 2012
Skills
Software Testing, Java, Agile Application..., Biomedical Engineering, Microsoft Excel, Microsoft Word, C++, Cell Biology, Programming
Education
University of Iowa 2010 — 2014
Bachelor of Science (B.S.), Biomedical/Medical Engineering
Xavier High School 2006 — 2010
Fieldglass June 2014 - Present
Transamerica June 2013 - December 2013
Education
University of Iowa 2010 — 2014
Bachelor's degree, Managment Information Systems
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Management Information Systems, Information Technology