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,
Transamerica List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Transamerica. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Transamerica Salaries. You can even request information on how much does Transamerica pay if you want to. Learn about salaries, pros and cons of working for Transamerica directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
4,081 Transamerica employees in database. Find out everything there's to know about Transamerica employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Transamerica Employees
Transamerica March 2013 - Present
Skills
Leadership, Strategic Financial..., Retirement Planning, Insurance, Wealth Management, Financial Analysis, Talent Acquisition, Customer Service, Process Improvement, Strategic Planning, Team Leadership, Healthcare Information..., Team Building, Research, Healthcare Management, Business Analysis, Microsoft Office, Data Analysis, EMR, HIPAA, Business Planning, Finance, Business Strategy, Motivated self-starter, Team Management, Creative Problem Solving, Team-oriented, EHR, Health Insurance, Marketing Strategy, Communication, Training & Development, Recruiting, PowerPoint, Financial Planning, Microsoft Excel, Outlook
Education
University of La Verne 2013 — 2015
Master of Business Administration (MBA)
University of Phoenix 2009 — 2012
Bachelor of Science (B.S.)
Avondale Partners September 2014 - Present
Transamerica June 2013 - September 2014
The University of Iowa January 2013 - May 2013
AEGON Americas January 2012 - December 2012
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General Certificate in Sustainability
Transamerica May 2015 - Present
Henry Fund January 2015 - Present
Elder Services Inc October 2014 - Present
The University of Iowa August 2014 - Present
Mphasis an HP Company (client: CITIBANK NA) June 2011 - June 2014
Nepal Telecom May 2009 - July 2009
Skills
Oracle PL/SQL..., Oracle SQL Developer, Core Java, Oracle, Java Enterprise Edition, Team Leadership, SQL, JavaScript, Software Development, Databases, Financial Accounting, Financial Reporting, Business Analytics, Financial Analysis, Corporate Finance, Business Strategy, Marketing Management, Team Building, Valuation, Economics, Cross-functional Team..., Data-driven Marketing, ms office, Unix, PL/SQL, Microsoft Office, C++, Leadership, C, Python, Access, Business Modeling, Relational Data Modeling, Tableau, Essbase
Education
University of Iowa - Henry B. Tippie College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance
NITWarangal, Andhra Pradesh 2007 — 2011
B.TECH; of, ELECTRONICS AND COMMUNICATION ENGINEERING
Budhanilkantha School 2004 — 2006
Cambridge Advanced Level(12th), Physics, Chemistry, Maths, Economics and General Paper, 84.5
Transamerica May 2009 - Present
Skills
Mathematics, Hedging, VBA, Derivatives, ALM, Options, Actuarial Science, Insurance, Economic Capital, Finance, Variable Annuities, Microsoft Excel, Microsoft Access, SQL, Risk Management, Financial Risk
Education
University of Louisville
M.A., Mathematics
United States Department of Defense November 2014 - Present
United States Army National Guard November 2000 - Present
Transamerica May 2011 - November 2014
Ernst & Young August 2009 - May 2011
Marriott International April 2008 - August 2009
PricewaterhouseCoopers January 2006 - April 2008
Skills
Security, SOX, Auditing, Compliance, Sarbanes-Oxley Act, Information Technology, Disaster Recovery, Information Security, Process Improvement, Project Planning, Testing, Information Security..., CISSP, IT Audit, Risk Assessment, COBIT, Risk Management, Internal Controls, Penetration Testing, CISA, Program Management, Team Building, Leadership, Team Leadership, Management, Project Management, Analysis
Education
University of Maryland Baltimore County 2006 — 2009
Master's, Information Systems
University of Maryland Baltimore County 1999 — 2005
Bachelor's, Information Systems Management
CAT5 Student Managed Investment Fund August 2013 - May 2015
Hyperion Council November 2012 - May 2015
HNI Risk Services May 2014 - August 2014
University of Miami, School of Business August 2012 - December 2013
Transamerica June 2013 - August 2013
Skills
Financial Analysis, Data Analysis, Microsoft Excel, Bloomberg, PowerPoint, Microsoft Word, Optimization, Matlab, Prezi, Leadership, Microsoft Office, Excel, Word, Public Speaking, Arena Simulation..., Morningstar Direct
Education
University of Miami 2011 — 2015
BSBA, Majors in Finance and Business Analytics, Minor in Accounting, 3.95 GPA
Arrowhead High School 2007 — 2011
Transamerica May 2013 - Present
Staples September 2007 - April 2013
Borders Group, Inc November 2003 - August 2007
Duval County Public Schools October 2002 - September 2003
Austin Independent School District October 2001 - May 2002
New York State Assembly February 1999 - May 2000
Skills
Training, Volunteering, Non-profit Volunteer, Volunteer Training, Employee Training, Coaching, Mentoring
Education
University of Michigan 1996 — 1998
B.A., Political Science
Westfield High School 1990 — 1994
Ad-Venture Promotions June 2013 - Present
Transamerica August 2010 - May 2013
Skills
Sales, Management, Training, Purchasing, Apparel, Corporate Gifts, Screen Printing, Account Management, Sales Management, Cold Calling, Direct Sales, Sales Process, Sales Presentations, Marketing, Customer Service, Sales Operations, New Business Development, Salesforce.com, Selling, Marketing Strategy
Education
University of Kentucky 2003 — 2008
Bachelor's degree, Kinesiology and Exercise Science
Power Packaging, An Exel Company March 2014 - Present
Transamerica October 2012 - Present
Autonation Shared Service Ctr July 2012 - October 2012
Multiplan Inc. October 2001 - May 2011
Skills
Licensing, Data Entry, Accounts Payable, Finance & Insurance..., Compliance, Client Liaison, Customer Service, 10 Key, Rumba, AS400 system, AS400 Administration, Microsoft Office, Microsoft Excel, Microsoft Word, FINRA, Background Checks, Communication Skills, Innovation, Dependable Team Player, Building Customer..., Mediation, Invoicing, Insurance, Outlook, Process Improvement, Sales, Strategic Planning, Technical Recruiting, Applicant Tracking..., Leadership
Education
Everest College-Dallas 2014 — 2016
Associates, Business Administration, Management and Operations, Have consistently remained on the Dean's List since enrollment.
University of Louisiana at Monroe 1995 — 1997
N/A, Business, Management, Marketing, and Related Support Services
Ouachita Parish High School 1989 — 1994
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
PwC October 2014 - Present
PwC June 2013 - August 2013
Transamerica May 2012 - August 2012
Veridian Credit Union June 2011 - August 2011
Marion Parks and Recreation June 2005 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Outlook, Access, Social Media, Public Speaking, Teamwork, Coaching, Financial Analysis, Recruiting
Education
University of Northern Iowa 2013 — 2014
Master's degree, Accounting
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
B.B.A, Accounting
CIMBA (Consortium Institute of Management and Business Administration) 2012 — 2012
Accounting
Linn-Mar High School 2005 — 2009
Transamerica July 2015 - Present
Marine Corps Community Services (MCCS) Okinawa April 2011 - June 2015
Symantec Japan, Inc. April 2010 - April 2011
Symantec Japan, Inc. February 2006 - March 2010
Symantec Japan, Inc. February 2002 - January 2006
Symantec December 1997 - January 2002
Symantec December 1995 - November 1997
US Navy November 1986 - October 1995
Skills
ASP.NET, SharePoint Designer, SQL, ASP.NET MVC, .NET, C#, LINQ, CSS, HTML, XML, JavaScript, jQuery, Program Management, Certified Scrum Master..., Certified Project..., Web Content Management, Quality Assurance, Product Management, Testing, Information Security, Databases, SharePoint, Software Development, SDLC, Security, Computer Security, SaaS, Cloud Computing, Enterprise Software, Web Development, Project Management, Scrum
Education
University of Maryland University College 2011 — 2014
Bachelor's Degree, Computer and Information Sciences
University of Maryland University College 1993 — 1995
AA, Computer Studies
Transamerica 2008 - April 2013
Helpmates Staffing Services November 2007 - January 2008
Skills
Insurance, Microsoft Word, Microsoft Excel, Sabre, Customer Service, Quicken, Procedure Manuals, Procedure Creation, Document Review, Outlook, Social Networking
Education
Harvard University Extension School 1998 — 2002
Bachelor's degree, Social Studies
University of Miami 1991 — 1992
Modern Living Realty 2013 - Present
John Hancock Financial Services 2002 - Present
Transamerica 1998 - Present
New York Life Insurance Company 1985 - 1995
Education
St. Louis University
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse
University of Louisville
Bachelor of Science (B.S.), Dental Hygiene/Hygienist
University of Louisville
Master of Education (M.Ed.), Elementary Education
Nordstrom September 2015 - Present
RE/MAX March 2015 - September 2015
Iowa Realty April 2013 - March 2015
Transamerica May 2007 - February 2013
Hills Bank and Trust May 2005 - November 2007
Wells Fargo Home Mortgage June 2003 - May 2005
Skills
Sales and Business..., Project Management, Customer Service, First Time Home Buyers, New Home Sales, Home Staging, Home Improvement, New Home Construction, Creative Real Estate..., Social Networking, Non-profit Volunteer, Community Development, Investment Properties, Refinance, Real Estate, Buyers, Condos, Real Estate Transactions, Relocation, Sales, Sellers, Single Family Homes, Loans, Mortgage Lending, Residential Homes
Education
University of Iowa - Henry B. Tippie College of Business 1992 — 1996
Bachelor of Arts (B.A.), Business Administration and Management, General
Washington High School 1984 — 1987
High School Diploma
Aegon April 2011 - January 2015
Aegon 2010 - April 2011
Transamerica June 2006 - February 2010
The University of Iowa June 1989 - June 2006
Source Data Systems 1987 - 1989
Quintrex Data Systems 1985 - 1987
Skills
Business Analysis, Project Management, Process Improvement, Project Resourcing, IT Management, Management, Testing, Risk Management, Team Building, Business Requirements, Networking, Business Process..., Quality Assurance, Vendor Management, Leadership, Strategic Sourcing, SDLC, Employee Training, Requirements Analysis, Information Security, Business Resilience, Budgets, Business Analysis..., Relationship Building, Analytical Skills, Problem Solving, Organization Skills, Requirements Gathering, Visio, Learners, Teamwork, Software Documentation, Strategic Planning, Program Management, Customer Service, Training, Change Management
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2018
MBA-PM
University of Northern Iowa 1980 — 1983
Bachelor of Arts (B.A.), Management
Transamerica January 2012 - Present
AEGON 2004 - January 2012
AEGON 1994 - 2004
Skills
Visual Basic, Access, ASP.NET, C#, SQL, Insurance, Excel, .NET, SQL Server, Business Analysis, Microsoft Office, Problem Solving, Data Analysis, Process Improvement, Risk Management, Change Management, Database Design, XML, HTML, Programming, Data Warehousing, Word, Windows, Documentation, VB.NET, Outlook, Business Intelligence, Databases, T-SQL, Application Development, Customer Relations, Microsoft SQL Server, Application Architecture, VBA, Microsoft Excel, SharePoint, Software Documentation, Requirements Gathering, Software Development
Education
University of Louisville 1989 — 1994
BS, Mathematics
Seneca HS 1984 — 1989
Transamerica June 2010 - Present
AEGON Americas May 2009 - June 2010
AEGON Americas March 2007 - May 2009
AEGON Americas May 2005 - March 2007
United States Air Force November 1997 - May 2005
Skills
Microsoft SQL Server, VB.NET, VBScript, VBA, Scripting, SSRS, SSIS, LDAP, SCCM, Powershell, C#, System Center Suite, SharePoint, Visual Basic, Active Directory, Process Improvement
Education
University of Maryland University College 2001 — 2004
Bachelor of Science (BS), Management Information Systems, General
Transamerica September 2014 - Present
IABC/Iowa Board of Directors June 2013 - Present
Bergan Paulsen September 2013 - August 2014
Iowa Soccer Club April 2012 - July 2013
Skills
Accounting, Microsoft Excel, Budgets, Excel, Spreadsheets, Account Reconciliation, GAAP, Financial Reporting, IFRS, Essbase, Cost Allocation, US GAAP, Pivot Tables, VBA, Auditing
Education
University of Iowa - Henry B. Tippie College of Business
Bachelor’s Degree, Accounting
Wartburg College
Bachelor’s Degree, Biology
Transamerica April 2013 - Present
Education
University of Louisville 2010 — 2014
University of Louisville 2010 — 2014
Koch, Platner & Reed, P.C. December 2014 - Present
TDT CPAs and Advisors, PC October 2013 - December 2014
Terry Lockridge & Dunn February 2012 - October 2013
Transamerica September 2006 - February 2012
McGladrey January 2005 - September 2006
Redmond & Associates, PC December 1999 - January 2005
Skills
Tax Research, State and Local Taxation, Business Income Tax..., Representation before..., Accounting, Bookkeeping..., Sales & Use Taxes, Tax Planning &..., Multi-State Tax Returns, Project Management, State & Federal..., Individual Tax Returns, Tax Audit Representation
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
Bachelor of Business Administration (BBA), Accounting, 3.95
Parkersburg Community High School
Transamerica December 2014 - Present
Transamerica November 2012 - Present
Curian Capital November 2008 - November 2012
Jackson National Life September 2006 - November 2008
BankFive September 2003 - August 2006
Putnam Investments March 2003 - November 2003
Putnam Investments September 2002 - February 2003
Putnam Investments September 2001 - September 2002
Skills
Sales, Management, Finance, Series 7, Customer Service, Customer Satisfaction, Series 63, Leadership, Asset Managment, Problem Solving
Education
University of Massachusetts Dartmouth 1999 — 2001
Transamerica August 2014 - Present
Tanager Place January 2013 - August 2014
Comfort Suites September 2011 - March 2013
The University of Iowa Hospitals and Clinics August 2010 - September 2011
Skills
Social Services, Community Outreach, Mental Health, Crisis Intervention, Case Management, Nonprofits, SPSS, Psychology, Fundraising, Public Speaking, Group Therapy, Volunteer Management, Microsoft Office, Customer Service, Fixed Annuities, Variable Annuities, Life Insurance, IRAs
Education
University of Iowa 2008 — 2012
Bachelor of Arts (B.A.), Sociology
Transamerica December 2014 - Present
Transamerica March 2013 - December 2014
Transamerica/AEGON March 2008 - June 2013
AEGON January 2005 - March 2008
AEGON March 2001 - January 2005
Skills
Financial Analysis, Financial Reporting, Forecasting, Internal Controls, Financial Accounting, Financial Modeling, Accounting, Sarbanes-Oxley Act, GAAP, Investments, US GAAP, Financial Statements, Managerial Finance, IFRS, Cash Management, Microsoft Excel, Process Improvement
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Accounting
Transamerica May 2015 - Present
United Way of Greater Cincinnati December 2013 - May 2015
Fifth Third Bank May 2011 - December 2013
Transamerica March 1996 - May 2011
Custom Quality Services March 1994 - March 1996
Skills
Talent Management, Change Management, Employee Relations, Employee Engagement, HR Consulting, Workforce Planning, Strategic Leadership, Organizational..., Recruiting, Employee Benefits, Multi-Site..., HRIS, Affirmative Action..., Total Rewards Strategies, Onboarding, Management
Education
University of Louisville
Bachelor of Science (BS), Business Administration
Transamerica January 2011 - Present
Transamerica Agency Network, Inc. January 2011 - Present
Skills
Fixed Annuities, Whole Life, Long Term Care Insurance, Life Insurance, Term Life Insurance, Estate Planning, Disability Insurance, Long-term Care, Insurance, Health Policy, Pharmacology, Bachelor of Science in..., Health Insurance, Medicare, Healthcare, Retirement Planning, Employee Benefits, Critical Illness, Financial Planners, Financial Planning
Education
University of Louisiana at Monroe 1992 — 1996
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Transamerica September 2014 - Present
Transamerica July 2012 - September 2014
Transamerica May 2010 - July 2012
Heartland Financial USA, Inc. May 2008 - August 2008
Skills
Fixed Annuities, Interest Rate Risk..., Capital Budgeting, Variable Annuities, Finance, Municipal Bonds, Fixed Interest, Cash Flow, Derivatives, Derivative Trading, Investment Management, Options, Financial Markets, Equity Derivatives, Interest Rate...
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2017
Master of Business Administration (MBA), Finance, General
University of Iowa - Henry B. Tippie College of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance, General
Best Bank October 2012 - Present
Self Employed September 2011 - October 2012
Dish Network September 2010 - September 2011
Charles Schwab October 2009 - May 2010
Transamerica August 2009 - October 2009
Jackson National Life May 2007 - August 2009
Merrill Lynch January 2006 - April 2007
Skills
Series 7, Series 63, Series 6, Mutual Funds, Fixed Annuities, Retirement, Securities, Retirement Planning, Variable Annuities, Options, Equity Trading, Trading Strategies, Client Retention..., New Business Generation, Direct Sales, Customer Service, Microsoft Office
Education
University of Michigan 2012 — 2014
Master of Business Administration (MBA), Health/Health Care Administration/Management
Western Michigan University 2000 — 2005
Bachelors of Arts, Economics
T. Rowe Price 2013 - Present
T. Rowe Price 2008 - 2013
T. Rowe Price 2003 - 2008
T. Rowe Price 2001 - 2003
T. Rowe Price 2000 - 2001
AEGON 1998 - 2000
AEGON 1997 - 1998
AEGON 1996 - 1997
Transamerica 1994 - 1996
Bell Atlantic 1992 - 1994
Skills
Strategic Planning, Integrated Marketing, Digital Marketing, Team Leadership, Content Marketing, Segmentation, Strategic Partnerships, Financial Services, Marketing Communications, Marketing, Marketing Strategy, Strategic Communications, Marketing Management, B2B, Leadership
Education
Loyola University Maryland - Sellinger School of Business and Management 2000 — 2002
MBA, Marketing
University of Maryland - Robert H. Smith School of Business 1988 — 1993
BS, Marketing
PwC December 1999 - Present
PwC December 1997 - December 1999
Transamerica June 1997 - December 1997
PwC July 1996 - May 1997
PwC July 1994 - June 1996
PwC July 1991 - June 1994
PwC September 1988 - June 1991
Skills
Accounting, Auditing, IT Audit, Audit, Internal Controls, Assurance, Financial Reporting, Management Consulting, Internal Audit, Process Improvement, Enterprise Risk..., Governance, Leadership, Risk Management, IT Strategy, Due Diligence, Management, Finance, Financial Audits, ERP, Sarbanes-Oxley Act, Business Process..., Project Management, Training, Business Analysis, Strategic Planning, Consulting, Financial Analysis
Education
University of Maryland - Robert H. Smith School of Business 1986 — 1988
BS, Accounting
Transamerica October 2013 - Present
Dell/Johns Hopkins May 2013 - October 2013
Helion Technologies November 2012 - May 2013
Desai Medical Center May 2012 - August 2012
1st Mariner Bank January 2012 - February 2012
Skills
Data Analysis, Higher Education, Java, SQL, Databases, HTML, Linux, JavaScript, Visio, Python, PHP, MySQL, SharePoint, CSS, OS X, Windows 7, Data Mining, Statistics, Microsoft Office, Programming, Photoshop, Dreamweaver, Desktop Support..., Autobase, Exchange 2010/2007/2003, Network Administration
Education
University of Maryland Baltimore County 2008 — 2013
BA in Information Systems – Business Technology Administration, Information Technology
BerganKDV August 2015 - Present
Rockwell Collins July 2014 - July 2015
McGladrey November 2011 - June 2014
Transamerica May 2009 - August 2010
Skills
Tax Returns, GAAP, Accounting, Tax, Financial Analysis, Financial Reporting, Customer Service, Internal Audit, Microsoft Excel, Tax Preparation, Finance, CPA, Microsoft Office, Corporate Tax
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2011
Master's degree, Accounting
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
Bachelor of Business Administration (BBA), Accounting
The University of Iowa November 2014 - Present
Title Boxing Club - Cedar Rapids October 2014 - Present
OptumHealth December 2013 - June 2014
Transamerica June 2007 - November 2013
AEGON August 2006 - April 2007
Factory Card & Party Outlet April 2000 - January 2007
Skills
Tax Accounting, IFRS, CPA, Research, Tax Software, Insurance, Microsoft Excel, Supervisory Skills, Corporate Tax, Microsoft Office, Financial Analysis, Financial Reporting, Journal Entries, Accounting, communication, Leadership, Networking, Organization, Training, Microsoft Word, PowerPoint
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2007
Bachelor of Business Administration (BBA)
Marion High School 1998 — 2002
State Street November 2014 - Present
Transamerica March 2009 - November 2014
TIAA-CREF June 2007 - February 2009
PwC September 2001 - June 2007
Skills
Mutual Funds, Asset Management, Fund Administration, Risk Management, Investment Management, Due Diligence, Account Reconciliation, Financial Analysis, Financial Reporting, Portfolio Management, Accounting, Securities, Equities, Strategic Financial..., Valuation, Fund Accounting, Analysis, Investment Strategies, Financial Services, Investments, Tax, Finance, Mergers & Acquisitions, Business Analysis, Financial Modeling, Asset Allocation, Financial Statements, Bloomberg, Fixed Income
Education
University of Michigan
BBA, Accounting
University of South Florida - College of Business Administration
MAcc, Accounting Information Systems
Transamerica May 2015 - Present
Transamerica December 2014 - May 2015
Transamerica November 2013 - December 2014
Transamerica July 2012 - November 2013
The University Of Iowa August 2011 - May 2012
The University of Iowa May 2011 - August 2011
AEGON January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2012
Master, Accounting
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
BBA, Accounting
TransAmerica February 2009 - Present
Smith Barney January 2003 - February 2009
Merrill Lynch 1995 - 2003
Merrill Lynch 1995 - 2003
Skills
Retirement Planning, Series 63, 401k, Pensions
Education
University of Kentucky
Transamerica March 2014 - Present
Accountemps December 2013 - March 2014
Transamerica December 2012 - December 2013
Skills
VBA, Microsoft Excel, Minitab, Market consistency, Variable Annuities, ALFA, R, Access, Insurance, PowerPoint, Data Analysis
Education
University of Iowa 2012 — 2013
Master of Science (MS), Actuarial Science
University of Iowa 2009 — 2012
Bachelor's degree, Actuarial Science
Transamerica January 2012 - Present
Arch Street Investments September 2009 - December 2011
Standish Mellon Asset Management June 2004 - January 2010
Mellon Financial 1993 - 2008
Education
Concord Law School 2003 — 2008
J.D., Law
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1987 — 1989
M.B.A., Finance
University of Michigan 1983 — 1987
B.A., Economics, English
Transamerica December 2013 - Present
CUNA Mutual Group 2012 - 2013
Ernst & Young 2010 - 2011
Allianz Life 2005 - 2010
Skills
Economic Capital, Actuarial Science, Enterprise Risk..., Financial Risk, Hedging, Fixed Annuities, Insurance, ALM, Solvency II, Risk Management, Reinsurance, Life Insurance, VBA, Financial Modeling, Underwriting
Education
University of Maryland College Park 1998 — 2003
BS, Math
University of Maryland College Park
BS Mathematics, Math & Comp Sci
Sony Pictures Entertainment May 2015 - Present
Transamerica January 2015 - May 2015
Hyundai AutoEver Telematics America, Inc. May 2014 - January 2015
Cognizant Technology Solutions January 2012 - April 2014
MICROS Systems Inc January 2011 - December 2011
Sabra, Wang & Associates, Inc. May 2005 - June 2006
Skills
Full SDLC, Microsoft Office, HTML, SQL, Visio, Java, MS Project, SharePoint, Requirements Analysis, Quality Center, Test Planning, SDLC, System Testing, Regression Testing, QTP, Networking, Data Analysis, Team Management, Functional Testing, Test Designing, HP Quality Center, HP QTP, Requirements Gathering
Education
University of Maryland Baltimore County 2005 — 2010
Bachelor of Science, Information Technology and Systems
Exym Inc. October 2012 - Present
Independent Contractor May 2002 - September 2012
Barclays Global Investors November 1998 - May 2002
Transamerica May 1996 - November 1998
Wilson Dilworth Ltd, Melbourne Australia February 1994 - May 1995
Skills
Web Applications, Web Development, ASP.NET, T-SQL, Access, Microsoft SQL Server, Crystal Reports, Java, Software Development, SQL, JavaScript
Education
University of Melbourne 1990 — 1994
Bachelor of Commerce (BCom), Finance, General
Lifetime Fitness
Loyola College, Melbourne Australia
Transamerica March 2013 - Present
Transamerica April 2006 - February 2013
Lucent Technologies December 1996 - April 2002
AT&T July 1996 - December 1996
General Motors July 1993 - July 1996
General Motors Technical Center June 1990 - July 1993
Skills
Systems Analysis, Requirements Gathering, Project Management, Process Improvement, Software Documentation, Business Analysis, Requirements Analysis, User Acceptance Testing, Telecommunications, Visio, Quality Assurance, SDLC, SQL, Software Project..., Testing
Education
University of Michigan 1990 — 1992
MSE, Computer Science and Engineering
Towers Watson September 1994 - Present
Mercer Human Resource Consulting June 1989 - September 1994
Transamerica May 1987 - June 1989
Skills
Mergers, Funding, Accounting, Acquisitions, Pensions, Employee Benefits, Due Diligence, Actuarial Science, Defined Benefit, ERISA, Retirement, Valuation, Financial Modeling, Pension Administration, Risk Management, Financial Analysis, HR Consulting, Deferred Compensation, Mergers & Acquisitions, Organizational Design, Pension Funds, Leadership, ALM
Education
University of Michigan 1985 — 1987
Masters, Actuarial Mathematics
University of the Philippines 1980 — 1984
BS, Mathematics
Allied World Assurance August 2012 - Present
AIG March 2012 - August 2012
AIG June 2000 - July 2012
General Accident Insurance Company June 1996 - June 2000
Reliance Insurance Company September 1993 - June 1996
Insurance Company of North America April 1991 - September 1993
Insurance Company of North America June 1988 - April 1991
Insurance Company of North America October 1986 - June 1988
Transamerica June 1985 - October 1986
Ohio Casualty Group October 1980 - June 1985
Education
University of Michigan 1976 — 1980
BBA
Hill McCloy High School
Transamerica November 2012 - Present
Transamerica/AEGON N.V. August 2010 - November 2012
Mount Mercy University August 2010 - March 2011
Transamerica June 2008 - August 2010
Henry Fund - University of Iowa 2007 - 2008
Motorola 2007 - 2007
Ernst & Young 2006 - 2006
Ross Marketing 1998 - 2005
Skills
Risk Management, Solvency II, Financial Management, Financial Modeling, Insurance, Valuation, Portfolio Management, Cost Analysis, Financial Analysis, Corporate Finance, Enterprise Risk..., Managerial Finance, Asset Management, Investments, Strategic Financial..., Strategy, Quantitative Finance, International Business, International Finance, Management, Internal Controls, Analysis, Auditing, Leadership, Financial Planning
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2008
MBA, Finance, Strategy
University of Iowa - Henry B. Tippie College of Business
BBA, MIS
The WhiteWave Foods Company June 2014 - Present
US Foods January 2013 - June 2014
SPINS February 2012 - January 2013
SPINS May 2010 - April 2012
Asoyia January 2009 - April 2010
Asoyia May 2007 - December 2008
Transamerica August 2007 - January 2008
Skills
Marketing Analytics, Customer Insight, Competitive Analysis, Market Research, VBA, Pricing, Data Analysis, SQL, E-commerce, Forecasting, Access, Process Improvement, Quantitative Research, Sales, Marketing
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2008
B.B.A., Finance
Transamerica January 2014 - Present
Beat the Bookstore November 2009 - May 2014
AEGON Americas January 2013 - January 2014
AEGON Americas January 2012 - January 2013
Skills
Microsoft Excel, PAM for Securities, GEAC, Microsoft Office, BlackRock Aladdin, Securities Lending, Microsoft Word, PowerPoint, Business Objects, Access, Batch Processing, Account Reconciliation, Bank Reconciliation, Journal Entries, DOS, Japanese business..., Dropbox, Macro, Mortgage Servicing, Financial Reporting, Report Writing, Tender Offers, Redemption, Bloomberg Terminal, Internal Communications, Editing, Corporate Communications, Social Media
Education
University of Iowa 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
University of Iowa 2009 — 2013
International Business Certificate, International Business
Disability Law Clinic January 2015 - Present
Thomson Reuters September 2014 - Present
Transamerica May 2014 - Present
LMS Law, LLC September 2010 - Present
Circuit Court for Prince George's County May 2014 - August 2014
NEM Consulting OOD June 2009 - June 2010
Bobby Zirkin for State Senate August 2005 - June 2006
Skills
International Relations, Photography, Credit, Public Speaking, Real Estate, Fundraising, Customer Service, Social Media, Marketing, Negotiation, Event Planning, Social Networking, Blogging, Public Relations, Management, Strategic Planning, Marketing Strategy, Contract Negotiation, Social Media Marketing, Research, Selling, Short Sales, Sellers, Change Management, Team Leadership, Real Estate Transactions, Sales, Sales Management, Training, Customer Satisfaction, Team Building, Budgets, Recruiting, Advertising, Time Management, Foreclosures, Bankruptcy, Analysis, Small Business, Entrepreneurship, Property, Banking, Business Development, Human Resources, Loans, Leadership, Commercial Real Estate, Online Marketing, Real Property, Real Estate Financing
Education
University of Baltimore School of Law 2013 — 2016
Doctor of Law (JD)/ Masters in Public Administration (MPA) - dual degree, Law
University of Maryland Baltimore County 2007 — 2010
Bachelors of Arts, Political Science & Psychology
Pikesville High School 2003 — 2007
High School Degree, GPA: 3.8
Transamerica April 2013 - Present
Transamerica December 2011 - April 2013
Transamerica December 2010 - December 2011
AEGON March 2010 - December 2010
AEGON February 2009 - March 2010
AEGON February 2008 - February 2009
State of Iowa June 2007 - February 2008
Skills
SQL, VBA, Visual Basic, C#, Microsoft Office 2007, Access, Process Improvement, Microsoft Excel, Business Analysis, Software Documentation, Risk Management, Visio, SharePoint, SDLC, Requirements Analysis, Data Analysis, Analysis, Requirements Gathering, Databases, Business Process..., Troubleshooting, Team Leadership, Testing, Leadership, Software Development, Security, Business Requirements, Business Process, Information Technology, Vendor Management, IT Strategy, CRM, Integration, Enterprise Architecture, Sarbanes-Oxley Act, Active Directory, Business Continuity, Data Warehousing, Disaster Recovery, User Acceptance Testing, IT Audit, Microsoft Office, Oracle, Business Objects, Windows, Systems Analysis, DB2, System Administration, Project Management, Microsoft SQL Server
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Master of Business Administration (M.B.A.), Management Information Systems, General
University of Iowa - Henry B. Tippie College of Business 2002 — 2007
Bachelor’s Degree, Accounting and Management Information Systems
Faegre Baker Daniels LLP September 2015 - Present
The University of Iowa August 2012 - August 2015
Faegre Baker Daniels LLP May 2014 - August 2014
Transamerica May 2013 - May 2014
Utah 4th District Court June 2012 - August 2012
Medical Billing Service, Inc. May 2008 - August 2011
United States Bobsled and Skeleton Federation August 2009 - April 2011
Tahitian Noni International June 2008 - September 2008
Skills
Legal Writing, Financial Modeling, Financial Analysis, Data Analysis, Teaching
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Master of Business Administration (MBA), Finance
University of Iowa College of Law 2011 — 2015
Doctor of Law (JD), With Distinction
University of Utah 2009 — 2010
Bachelor of Arts (B.A.), Russian
Transamerica July 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Strategic Planning, Marketing Strategy, Event Planning, Marketing Research, Social Media, Marketing, Sales
Education
University of Louisville 2005 — 2009
Bachelor of Business Administration (B.B.A.), Marketing
AMPERAGE August 2015 - Present
CIMBA April 2015 - Present
Iowa City/Coralville Area Convention & Visitors Bureau April 2015 - September 2015
Bruegger's Bagels July 2014 - June 2015
Coffeesmiths June 2011 - August 2013
Transamerica May 2012 - August 2012
Skills
Writing, Marketing, Leadership, Communication Skills, Team Leadership, Social Media, Project Management, Customer Service, Communication, Event Planning, Public Speaking
Education
University of Iowa - Henry B. Tippie College of Business 2012 — 2016
Bachelor's degree, Marketing
Renewable Energy Group, Inc. October 2014 - Present
HNI Corporation March 2014 - October 2014
Transamerica June 2009 - March 2014
The University of Iowa Foundation September 2008 - May 2009
Deloitte January 2008 - April 2008
AEGON May 2007 - August 2007
Skills
Tax, Tax Accounting, International Tax, Corporate Tax, Tax Research, State Tax, RIA, Income Tax, CPA, Microsoft Excel, Insurance, Customer Service, Transfer Pricing, Accounting
Education
University of Iowa - Henry B. Tippie College of Business 2004 — 2009
Bachelor of Business Administration (BBA), Accounting and Management
Transamerica August 2012 - Present
Transamerica Life and Protection November 2010 - June 2013
Monumental Life Insurance Company May 1979 - March 2012
AEGON USA, Inc November 1997 - November 2010
Belvedere Condos 2005 - 2010
Capital Holding Corporation 1990 - 1997
B & K Instant Printing May 1977 - May 1979
Skills
Health Insurance, Process Improvement, Risk Management, Business Analysis, Information Management, Life Insurance, Insurance Operations, New Business Development, Employee Benefits, Business Intelligence, Investments, Team Building, Strategic Planning, Quality Assurance, Training, Project Management, Financial Services, System Administration, Recruiting, Underwriting, Management, Sales Management, Strategic Financial..., Fixed Annuities, Leadership, Vendor Management, Executive Management, Analysis, 401k, Insurance, Information Security, Financial Planning
Education
University of Louisville 1982 — 1987
None, Business
Transamerica May 2013 - Present
Alamo Chapter Safari Club International February 2011 - Present
Commons West Professional Offices January 2005 - Present
Consumant Grandpa "PaPa" October 2003 - Present
Skills
Training, Customer Service, Disability Insurance, Employee Benefits, Insurance, Leadership, Life Insurance, Marketing, Sales, Small Business, Strategic Planning, Team Building, Term Life Insurance
Education
University of Louisiana at Lafayette 1973 — 1977
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Transamerica September 2015 - Present
Transamerica September 2014 - September 2015
Dish Network September 2013 - September 2014
Dish Network April 2013 - September 2013
Dish Network June 2011 - April 2013
Calvert Investments June 2010 - May 2011
Velez Capital Management August 2008 - July 2009
Old Mutual May 2007 - June 2008
Skills
Microsoft Office, Bloomberg, Nielsen, Morningstar, Zephyr, Market Research, Marketing Strategy, Competitive Analysis, Data Analysis, Financial Modeling, Financial Analysis, Marketing, Strategy, Analytics, Cross-functional Team..., Business Development, Segmentation, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2009 — 2011
MBA, Marketing, Finance
Vanderbilt University 2003 — 2006
Bachelor of Arts, English, History, Spanish
Transamerica July 2015 - Present
Transamerica October 2014 - Present
Transamerica Life Insurance Company September 2010 - October 2014
Tru Salon and Spa December 2009 - September 2010
Skills
Insurance, Life Insurance, Customer Service, Term Life Insurance, Fixed Annuities, Microsoft Excel, Data Entry, Employee Benefits, Long-term Care, Call Centers, Microsoft Office, Risk Management, Contract Negotiation, Team Building, Leadership
Education
University of Iowa 2005 — 2009
Bachelor of Arts (B.A.), Spanish Language and Literature
Transamerica
Skills
Health Insurance, Employee Benefits, Insurance, Benefits Administration, Customer Service, Public Speaking
Education
University of Iowa 1993 — 1995
Master of Arts (M.A.), Health Promotion
University of Iowa 1983 — 1985
Bachelor of Business Administration (B.B.A.), Accounting
AEGONUSA 2013 - Present
Transamerica January 2013 - July 2015
Transamerica February 2008 - December 2012
Transamerica August 2005 - February 2008
Skills
Mutual Funds, Customer Service, Microsoft Excel, Insurance, Business Analysis, Process Improvement, Vendor Management, Risk Management, Fixed Annuities, SDLC, Visio, Microsoft Office, Management, Leadership, Requirements Analysis, Team Building, Software Documentation, Requirements Gathering, Team Leadership, Financial Services, Access, Investments
Education
University of Iowa 1998 — 2003
Bachelor of Arts (B.A.), Economics
Transamerica September 2013 - Present
Transamerica 2010 - Present
Transamerica 2008 - 2010
Transamerica 2005 - 2008
Aon Risk Services 2004 - 2005
Aon Risk Services 2002 - 2004
Aon Risk Services 2000 - 2002
Skills
Insurance, Change Management, Project Management, Communication Skills, Team Building, Accounts Receivable, Collections, Direct Marketing, Quality Assurance, Product Management, Product Development, Marketing, Health Insurance, Process Improvement, Risk Management, Customer Service
Education
University of Maryland University College 2012 — 2015
Master of Business Administration (MBA)
University of Maryland Baltimore County 1993 — 1997
Bachelor's degree, Psychology
Transamerica June 2013 - Present
Transamerica January 2013 - June 2013
Zurich North America May 2012 - August 2012
Metal Design Systems, Inc May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, VBA, SAS programming, Actuarial Exams, Actuarial Science, Insurance, SQL, Data Mining, Access, Statistics, Variable Annuities
Education
University of Iowa 2009 — 2013
Bachelor's of Science, Actuarial Science
Treynor High School 2006 — 2009
UBS May 2014 - Present
International Association of Enterprise June 2013 - May 2014
NAI Everest March 2013 - July 2013
University of Iowa College of Law August 2011 - January 2013
Transamerica May 2012 - August 2012
Habitat for Humanity August 2009 - July 2010
Male High School August 2009 - July 2010
UBS 2007 - 2007
Education
University of Iowa College of Law 2010 — 2013
Doctor of Law (JD)
University of Chicago 2006 — 2009
B.A., Political Science
Culver Academies 2002 — 2006
SalientCRGT March 2012 - Present
CIBER, Inc. October 2008 - March 2012
United Financial Mortgage Corporation March 2004 - May 2008
Global Home Loans & Finance January 2003 - March 2004
America's Mortgage Center/4Adream.com September 2000 - November 2002
New Century Mortgage August 1999 - July 2000
NewCastle Mortgage Corporation May 1998 - June 1999
MEGO Mortgage Corporation July 1997 - April 1998
Transamerica September 1988 - June 1997
United States Air Force August 1982 - March 1988
Skills
Business Analysis, Process Improvement, Project Management, Program Management, Sales Management, Operations Management, Corporate Training, Operating Budgets, PMP, Team Leadership, Business Development, Vendor Management, Management, Leadership, Visio, Six Sigma, Business Process..., Risk Management, Integration, Software Documentation, SharePoint, MS Project, Project Planning, Requirements Analysis, Business Process, Resource Management, IT Management, Government Contracting, Quality Assurance, Team Building, Change Management, Business Intelligence, PMO, Security, Project Portfolio..., Process Engineering, IT Service Management, Analysis, Security Clearance, ITIL, SDLC, Enterprise Architecture, Training, Proposal Writing, Disaster Recovery, Management Consulting, IT Strategy, Information Technology, Recruiting, Cross-functional Team...
Education
University of Maryland College Park 1984 — 1988
Bachelor of Science (BS), Management Studies
University of North Alabama 1981 — 1982
Transamerica January 1996 - Present
Skills
Identity Management, Active Directory
Education
University of Louisville
TIAA-CREF November 2013 - Present
CORE Financial January 2013 - November 2013
Lowes Inc March 2010 - November 2013
Transamerica 2012 - 2013
Frito-Lay Inc February 2009 - October 2009
Marine Corps January 2004 - January 2008
Skills
Military, Microsoft Excel, Personal Finance, Licensed Life & Health..., Leadership, IRAs, Team Leadership, Customer Service, Military Experience, Fixed Income, Financial Analysis, Series 7, Troubleshooting, Business Analysis, Financial Reporting, Operational Planning, Inventory Management, Military Operations, Microsoft Office, Security Clearance, Microsoft Word, PowerPoint, Outlook, Securities
Education
University of Northern Colorado 2010 — 2012
Bachelor of Science (BS), Finance, General
University of Maryland University College 2005 — 2006
Bachelor of Science (BS), Business Finance
Jefferson Academy High School
High school: Diploma
GE Commercial Finance, GE Capital January 2015 - Present
GE Commercial Finance, GE Capital September 2009 - Present
GE Commercial Finance, GE Capital January 2004 - Present
Transamerica February 2001 - December 2003
Skills
Leadership, Credit Risk, Management, Financial Risk, Finance, Team Leadership, Financial Analysis, Accounting, Change Management, Forecasting, Internal Controls, Due Diligence, Microsoft Office, Customer Service, Policy Writing, Interviewing Skills, Problem Solving, Sales, Salesforce.com
Education
University of Manitoba 1988 — 1992
Bachelor of Commerce (B.Com.), Marketing
University of Manitoba 1988 — 1992
Bachelor of Commerce (B.Com.), Marketing & Finance
Modern Companies, Inc. January 2013 - Present
Transamerica September 2004 - January 2013
McGladrey January 2001 - August 2004
Skills
Financial Analysis, Financial Reporting, Corporate Finance, Management, Capital Budgeting, Forecasting, SOX 404, Financial Audits, Investments, Corporate Tax, Internal Controls, Sarbanes-Oxley Act, Accounting, Finance, Financial Accounting, GAAP, Strategic Financial..., SEC filings, US GAAP, Financial Planning, SEC Filings
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2008
MBA, emphasis in Finance
University of Iowa - Henry B. Tippie College of Business 1996 — 2000
BBA, Accounting & Management Information Systems
University of Iowa Foundation September 2012 - Present
ACT September 2011 - September 2012
Transamerica June 2009 - September 2011
AEGON Asset Management July 2008 - May 2009
Skills
Investments, Internal Audit, Auditing, Analysis, Finance, Risk Assessment, Sarbanes-Oxley Act, Derivatives, SOX Compliancy, Due Diligence, Management, Asset Management, Risk Management
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Transamerica July 2014 - Present
State Street July 1999 - July 2014
Skills
Mutual Funds, Compliance, Financial Reporting, Expense Budgeting, SEC reporting, Securities, Sarbanes-Oxley Act, Fund Administration, Relationship Management, Equities, Bloomberg, Budgets, Financial Services, Fixed Income, Fund Accounting, Investments, SEC filings, Hedge Funds, Financial Analysis, Asset Management, Risk Management
Education
University of Massachusetts Dartmouth 1995 — 1999
B.S. Business Management, Business Administration and Management, General
Transamerica June 2013 - Present
AEGON N.V. 2006 - June 2013
AEGON N.V. July 2004 - 2006
The Financial Services Roundtable 2004 - 2006
Baltimore Symphony Orchestra 1997 - 2004
Basilica of the National Shrine 1993 - 1997
U.S. House of Representatives 1987 - 1993
Skills
Crisis Communications, Public Relations, Non-profits, Media Relations, Government Relations, Marketing Strategy, Social Media Marketing, Strategic Communications, Leadership, Fundraising, Integrated Marketing, Internal Communications, Strategy, Change Management, Reputation Management, Spokesperson, Nonprofits, Corporate Communications, Speech Writing, Program Management, Government, Community Outreach, Marketing Communications
Education
University of Leuven 1984 — 1986
BA - Rel. Studies, Religious studies/philosophy
Saint Meinrad College 1980 — 1984
BA, Philosophy
Transamerica January 2015 - Present
Aerotek April 2013 - October 2014
OneMain Financial (Citigroup) April 2008 - April 2013
OneMain Financial (Citigroup) November 2005 - March 2008
The Cyphers Agency October 2004 - November 2005
Havas Discovery June 2004 - October 2004
FullSIX Groupe May 2003 - July 2003
iPipe 1999 - 2000
Skills
Marketing Strategy, Program Management, Marketing Management, Management, Project Management, Leadership, Marketing Communications, Marketing, Advertising, Strategic Communications, Analysis, Budgets, Performance Improvement, Brand Development, Brand Management, Project Execution, Strategic Analysis, Account Management, Relationship Management, Group Insurance..., Creative Briefs, Cross-functional..., Campaigns, Affinity Groups, Budgeting, Cross-functional Team..., Campaign Development, Campaign Strategy, Promotions
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2012
Master of Business Administration (MBA), Business Administration, 3.71 GPA
Virginia Polytechnic Institute and State University - Pamplin College of Business 2000 — 2004
BS, Business Management
Aegon April 2013 - Present
GSEIWI 2000 - Present
Transamerica August 2006 - April 2013
Eli Lilly and Company November 2000 - 2006
ONEX, Inc April 1999 - November 2000
Whittman-Hart June 1995 - April 1999
Logicon 1993 - 1995
Skills
Sarbanes-Oxley, Security, Testing, Auditing, Privacy Law, Validation, Process Improvement, Software Documentation, SDLC, Sarbanes-Oxley Act, Business Analysis, Project Management, SharePoint, Change Control, Quality Assurance, Vendor Management, Disaster Recovery, Integration, Business Process, Change Management, Risk Management, Risk Assessment, Business Continuity, Governance, Access, CISA, Information Security, Information Technology, Document Management, Business Integration, Leadership, Internal Audit, Information Security..., Training, Operational Risk..., Management, SAS70, Financial Risk, Strategy, Enterprise Risk..., IT Audit, Internal Controls
Education
University of Iowa 1987 — 1991
BS, Liberal Arts
BGM Community School District 1984 — 1987
College Prep Diploma
Transamerica June 2015 - Present
Rockwell Collins, Inc. February 2008 - June 2015
FICO April 2007 - February 2008
Nichols Kaster and Anderson 2005 - 2007
Skills
Contract Negotiation, Government Contracting, Negotiation, Intellectual Property, Employment Law, Aerospace
Education
University of Iowa College of Law 2002 — 2004
J.D.
University of Iowa - Henry B. Tippie College of Business 1997 — 2002
BBA, Marketing, International Business, Japanese
Transamerica January 2014 - Present
Transamerica May 2008 - December 2013
Fiserv October 2004 - May 2008
Aegon April 1998 - October 2004
APAC April 1996 - April 1998
Skills
Process Improvement, Business Requirements, Requirements Analysis, Requirements Gathering, Business Analysis, Leading Meetings, Project Management, Problem Solving, Mentoring, Training, Keen Listener, Editing, Visio, SharePoint, Public Speaking, Impromptu Speaking, Microsoft Office, Microsoft Word, Access, Microsoft Excel, FrameMaker, Adobe Acrobat, Databases, Web Content, HTML, Technical Writing, Usability, Hands-on Training, Corporate Communications, Internal Communications, Information Mapping, Business Process, Insurance, Reporting & Analysis
Education
University of Iowa 1991 — 1995
BA, English
University of Iowa 1991 — 1995
BA, Communications
Transamerica June 2013 - Present
Aegon September 2002 - Present
Covansys India 1998 - 2001
Skills
Java Enterprise Edition, Unix Shell Scripting, Sun Certified Java..., Oracle PL/SQL..., Core Java, Hibernate 3.1, Unix, Spring Batch, T-SQL Stored Procedures
Education
University of Madras 1994 — 1998
Bachelors in Engineering, Electronics and Communication
Transamerica February 1998 - Present
Duplicator Sales and Service/Derby City Lithographing May 1994 - February 1998
SpectraCare Home Health Care Company August 1993 - May 1994
C&I Engineering June 1991 - August 1993
Skills
Employee Relations, Recruiting, Succession Planning, Deferred Compensation, Talent Management, HRIS, Organizational..., Onboarding, Employee Benefits, Talent Acquisition, Benefits Administration, Personnel Management, Coaching, Training, Human Resources, Performance Management, SPHR, Employee Engagement, HR Policies, Workforce Planning, Management
Education
University of Louisville 1986 — 1991
BSBA, Human Resources/Business Administration
Pleasure Ridge Park High School
Transamerica December 2011 - Present
Transamerica October 2007 - December 2011
Transamerica January 2007 - October 2007
Transamerica January 2005 - January 2007
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor of Business Administration (BBA), Accounting and Finance
Transamerica November 2013 - Present
Transamerica April 2013 - November 2013
Transamerica July 2007 - March 2013
AEGON USA, Inc. January 1985 - July 2007
Skills
Financial Reporting, Internal Audit, Accounting, Insurance, Internal Controls, Tax, Sarbanes-Oxley Act, Auditing, Financial Analysis, Sarbanes-Oxley, Financial Accounting, Risk Assessment, Enterprise Risk..., Process Improvement, Consolidation, Financial Statements, General Ledger, Risk Management, IFRS, Corporate Finance, Business Process..., IT Audit, Financial Modeling, SEC filings
Education
University of Iowa - Henry B. Tippie College of Business
BBA, Accounting
NITIA Systems June 2009 - Present
Bank of America May 2010 - October 2010
Information Technology Group, Balt. MD November 2006 - June 2009
Global InfoTek, Inc. October 2002 - November 2006
Unisys June 2006 - October 2006
Intersections Inc. August 2004 - May 2005
TheraCom November 2001 - October 2002
Autovia Inc. (bankrupted dot com) October 2000 - April 2001
Transamerica May 1999 - October 2000
Branch Banking and Trust May 1998 - May 1999
Skills
C#, Microsoft SQL Server, Software Development, VB.NET, Visual Studio, Object Oriented Design, Content Management, XML, Agile Methodologies, .NET, Web Services, SQL, T-SQL, Databases, Visual Basic, Design Patterns, Programming, ADO.NET, WinForms, VSS, Analysis, Windows, User Interface Design, Stored Procedures, SDLC, VBA, Requirements Gathering, Requirements Analysis, OOP, Unit Testing, SSIS, Software Project..., LINQ, Enterprise Architecture, Software Design, Software Documentation, Testing, Business Analysis, Quality Assurance, Enterprise Software
Education
University of Maryland Baltimore County 1990 — 1993
SunAmerica October 2003 - Present
SunAmerica Retirement Markets, Inc. 2003 - Present
SunAmerica Retirement Markets 2003 - Present
AIG SunAmerica 2003 - Present
Transamerica 1997 - 2003
Skills
Investments, Series 7, Mutual Funds, Series 63, Product Management, Project Management, Risk Management, Financial Services, Retirement Planning, Series 6, Marketing, Fixed Annuities, Sales, Management
Education
University of La Verne 1999 — 2002
MBA, Executive Management
University of Redlands 1995 — 1998
B.S., Business and Management
Mercer March 2011 - April 2013
Mercer January 2009 - March 2011
Mercer June 2006 - January 2009
Transamerica January 2005 - June 2006
Aegon April 2004 - January 2005
Skills
Project Management, Benefits Administration, Employee Benefits, Human Resources, Call Centers, Vendor Management, Insurance, Performance Management, Process Improvement, Change Management, Employee Relations, HRIS, SDLC, Recruiting, Health Insurance, Training, Negotiation, SharePoint, Customer Service, Leadership, Microsoft Excel, Management, Coaching, CRM, Software Documentation, Voluntary Employee..., Health & Welfare..., Total Rewards Strategies, Talent Management, Consulting, Team Building, Strategic Planning, Onboarding
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
BBA, Management Information Systems
Transamerica November 2002 - Present
Co-Op Network May 2001 - November 2002
Intersect Consulting [Co-OP Network, Mattel, BeechNut] May 2001 - November 2002
UHP Healthcare December 1999 - April 2001
Skills
Microsoft SQL Server, .NET, SQL, SDLC, Business Intelligence, Web Services, Enterprise Architecture, ASP.NET, XML, C#, Data Warehousing, SOA, Databases, Software Development, Software Project..., VB.NET, Visio, Visual Basic, Requirements Gathering, JavaScript, TFS, WCF, IIS, Visual Studio, Architecture, AJAX, Solution Architecture, SSIS, SSRS, T-SQL, Data Modeling
Education
University of Liverpool 2004 — 2007
MS, Information Technology
Transamerica 2013 - Present
Education
University of Louisiana at Monroe 1979 — 1983
Bachelor of Science (BS), Computer Science
Transamerica July 2014 - Present
Transamerica July 2005 - June 2014
1st Mariner Bank January 2002 - June 2005
Skills
Financial Analysis, Financial Reporting, Banking, Underwriting, Credit, Microsoft Word, Microsoft Excel, Investments, Risk Management, Insurance, Finance, Strategic Financial..., Process Improvement
Education
University of Maryland Baltimore County 1997 — 2001
BS, Mathematics
Loyola Blakefield 1990 — 1997
Transamerica 2011 - Present
Community Bank Advisors Group January 2011 - 2012
Nevada State Bank 2008 - November 2010
City National Bank April 2003 - June 2008
Oakley International 2000 - 2003 April 2000 - April 2003
Jenny Craig April 1998 - April 2000
Affinity Group, Inc. 1994 - 1998
San Diego Convention Center 1990 - 1993
Skills
Marketing, New Business Development, Analytics, Email Marketing, Direct Marketing, Strategy, Segmentation, CRM, Lead Generation, Database Marketing, Strategic Planning, Start-ups, Webinars, Business Development, Online Marketing, Sales Operations, Marketing Strategy, Integrated Marketing, Strategic Partnerships, Management, Online Advertising, Product Development, SEM, Retail, Digital Marketing, Sales, Market Planning, Customer Retention, Product Management, Brand Development, Customer Acquisition, Salesforce.com, Advertising, Social Media Marketing, Multi-channel Marketing, SEO, Marketing Communications, Marketing Management
Education
University of San Diego 1996 — 1998
MBA
University of Massachusetts Boston
BS, Economics
Transamerica September 2013 - Present
Liberty Mutual October 2007 - June 2012
Education
University of Maryland Baltimore County 1999 — 2004
Economics
Transamerica February 2014 - Present
University of Northern Iowa August 2009 - Present
Rockwell Collins November 2010 - January 2014
RuffaloCODY November 2008 - November 2010
RuffaloCODY May 2008 - June 2009
RuffaloCODY July 2005 - May 2008
Skills
SharePoint, Requirements Analysis, Troubleshooting, Training, Analysis, Technical Writing, HTML, Email Marketing, Salesforce.com, Microsoft Excel, Marketing, Business Analysis, Management, Process Improvement, Software Documentation, Access, Microsoft Office, Networking, Business Strategy, Research, Information Systems, Oracle SQL, Social Media, Social Media Marketing, CSS, Web Design, Web Application Design, Business Requirements, Lean Operations, Process Optimization, Computer Hardware, University Teaching, Delivering Technical..., Testing, Leadership, SQL, Project Planning, Visio, Business Process, Strategy, E-commerce
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2009
MBA, Business Administration
University of Northern Iowa 2001 — 2005
BA, Management Information Systems
Springville High School 1996 — 2000
Transamerica February 2010 - Present
AEGON Direct Marketing Services, Inc. March 2004 - February 2010
AEGON Direct Marketing Services, Inc. February 2000 - March 2004
AEGON Direct Marketing Services, Inc. February 1994 - February 2000
Skills
Direct Mail, Program Management, Insurance, Analysis, Business Analysis, Project Management, Direct Marketing, Process Improvement, Marketing Strategy, Requirements Gathering, Database Marketing, SDLC, Account Management, Requirements Analysis, Analytics, Process Management, CRM, SQL, SAS, Visio, Lead Generation, Campaign Management, Cross-functional Team..., Business Intelligence, Strategy, Data Analysis, Relationship Management, Management, Customer Acquisition, Business Process, Marketing
Education
Strayer University-Maryland 2003 — 2006
MS, Management Information Systems
University of Maryland Baltimore County 1989 — 1993
BS, Information Systems
ILWU Credit Union October 2010 - Present
1st Pacific Credit Union February 2009 - October 2010
SchoolsFirst Federal Credit Union February 2000 - February 2009
Washington Mutual 1996 - 2000
First Interstate Bank 1995 - 1996
Transamerica 1993 - 1995
Education
University of Michigan 1986 — 1990
B.A., Communication
Transamerica September 2014 - Present
Morgan Stanley November 2007 - August 2014
Infosys 2003 - 2008
Infosys August 2003 - October 2007
Skills
Valuation, Corporate..., Valuation, Data Modeling, Bloomberg, Corporate Finance, Java, Unix, Derivatives, Capital Markets, Equity Research, Market Risk, Equities, Finance, Economics, Analytics, Mutual Funds, FX Options
Education
University of Maryland - Robert H. Smith School of Business 2010 — 2012
MBA Candidate, Finance
Visvesvaraya Technological University 1999 — 2003
BE, Information Science
Transamerica July 2009 - Present
Transamerica March 2002 - July 2009
Skills
Series 7, Series 65, Series 63, Series 24, Securities, Series 6, FINRA, Alternative Investments, Investment Management, Investment Strategies, Financial Services, Variable Annuities, Financial Advisory, Uniform Combined State..., IRAs, Equities
Education
University of Louisville 1996 — 2000
Bachelor, Finance
Transamerica January 2014 - Present
AEGON Americas December 2011 - January 2014
AEGON July 2009 - December 2011
AEGON Institutional Markets Inc. May 1993 - July 2009
Providian Inc. 1989 - 1993
Coopers & Lybrand July 1983 - May 1989
Skills
Accounting, Insurance, ALM, Financial Services, Pricing, Risk Management, Financial Risk, Process Improvement, Finance, Financial Reporting, Internal Controls, Auditing, Banking, Business Process..., Enterprise Risk..., Financial Analysis, Internal Audit, Operational Risk..., Cash Management
Education
University of Kentucky 1979 — 1983
B.S., Accounting
Cambiar Investors January 2005 - Present
Transamerica October 2002 - March 2003
Simms Capital Management, Inc. 2000 - 2002
Skills
Equity Trading, Equities, Electronic Trading, Investments, Trading, Securities, Trading Systems, Bloomberg, Portfolio Management
Education
University of Maine 1995 — 1999
Resource Economics
Darien High School 1991 — 1995
Transamerica August 2007 - Present
AEGON August 2002 - August 2007
Skills
Leadership, Employee Benefits, Call Centers, SharePoint Site..., Insurance, Team Building, Management, Training, Time Management, Customer Service, Employee Engagement, Coaching, Microsoft Excel, Account Management, Corporate Communications
Education
University of Iowa - Henry B. Tippie College of Business 2005 — 2009
MBA
Loras 1990 — 1991
Regis High School
Regis High School
Catalyst Mutual Funds September 2013 - Present
Infinity Capital Partners August 2013 - July 2014
Mutual of Omaha Investor Services June 2009 - July 2013
Phoenix Investment Partners January 2008 - July 2010
Transamerica 2006 - 2008
Allianz Global Investors (PIMCO & Allianz Funds) 1995 - 2000
PIMCO Advisors Distributors LLC 1995 - 2000
Skills
Financial Advisory, Alternative Investments, Separately Managed..., Mutual Funds, Asset Allocation, Series 7, Series 63, Hedge Funds, Retirement Planning, Account Management, Sales, Investment Strategies, ETFs, Venture Capital, Private Equity, Wealth Management
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Economics
Transamerica August 1998 - Present
Education
University of Iowa 1994 — 1998
PrimePay December 2012 - Present
Internal Revenue Service January 2011 - December 2012
Rohm and Haas Electronic Materials November 2001 - July 2009
Volunteer Income Tax Assistant 2003 - 2007
Transamerica November 1991 - March 2001
Security Pacific Bank April 1989 - November 1991
Quezada Navarro, CPA's April 1987 - April 1989
Shirley Reynolds & Associates September 1985 - April 1987
Skills
SAP, Microsoft Office, Financial Reporting, Financial Analysis, Compliance, Budgeting, Excel, Accounting, Word, SOX, Accounts Receivable
Education
University of La Verne 1983 — 1985
BS, Business Management
Raven Paul & Co 2005 - Present
Transamerica July 2007 - Present
Skills
Finance, Retirement, Financial Services, Retirement Planning, Tax, Fixed Annuities, Customer Service, Life Insurance
Education
University of La Verne 2001 — 2005
BA, Business Administration
JPMorgan Chase February 2012 - Present
Baytree Lending February 2009 - August 2011
Wells Fargo Home Mortgage June 2008 - September 2008
Washington Mutual Bank FA September 2007 - May 2008
American Home Mortgage September 2006 - August 2007
Washington Mutual Bank FA September 1998 - September 2006
CitiGroup February 1996 - August 1998
Transamerica October 1993 - February 1996
AT&T General Business Systems June 1990 - June 1992
Skills
Loans, Mortgage Lending, Sales, Real Estate, Selling, Mortgage Banking, Investment Properties, Investments, Management, Leadership, New Business Development, Loan Origination, Residential Mortgages, CRM, Underwriting, FHA, Refinance, Credit, Banking, Referrals, Credit Analysis
Education
University of Iowa 1985 — 1989
Bachelor of Arts (BA), Business/Corporate Communications
Transamerica September 2014 - Present
Transamerica August 2009 - September 2014
Menards October 2005 - January 2010
Skills
Underwriting, Life Insurance, Medicare Supplements, Customer Service, Risk Management, Microsoft Excel, Financial Services, Term Life Insurance, Medical Terminology, Medical Underwriting
Education
University of Iowa - Henry B. Tippie College of Business 2006 — 2008
BBA, Management and Organizations
MISTRAS Group, Inc. May 2015 - Present
Acuren February 2011 - May 2015
Transamerica January 2008 - December 2010
New York Life Insurance Company February 2006 - March 2008
Skills
Microsoft Office, Management, Microsoft Excel, Research, PowerPoint, Leadership, Training, Photoshop, Inspection, Petroleum, Gas, Energy, Team Building, Sales, Oil, Supervisory Skills, Customer Service, Quality Control, Project Management, Project Planning, Microsoft Word, Marketing
Education
University of Louisiana at Lafayette 2000 — 2005
Economics, Economics
Transamerica February 2014 - Present
Transamerica April 2012 - February 2014
Nordstrom May 2008 - 2012
Tata Consultancy Services December 2001 - October 2005
Skills
Business Analysis
Education
University of Madras 1999 — 2002
Master of Computer Applications, Computer Science
Transamerica December 2011 - Present
AEGON USA Investments Management, LLC January 2011 - December 2011
University of Iowa Accounts Payable, Purchasing, and Travel Department August 2007 - December 2010
Terry Lockridge & Dunn January 2010 - October 2010
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Accounting & Finance
Transamerica February 2013 - Present
Terry Lockridge & Dunn September 2010 - February 2013
Transamerica Life Insurance Company (AEGON) August 2008 - September 2010
PricewaterhouseCoopers (PwC) September 1996 - December 2000
Skills
Financial Accounting, Financial Reporting, Tax Preparation, Personal Tax Planning, Corporate Tax, IRS problem resolution, QuickBooks, Tax, Income Tax, Tax Research
Education
University of Iowa - Henry B. Tippie College of Business 1993 — 1996
Bachelor of Business Administration, Accounting
Wartburg College 1992 — 1993
Accounting
Transamerica Life Insurance Company April 2014 - Present
Transamerica July 2013 - April 2014
Skills
Insurance, Reinsurance, Microsoft Excel, Data Analysis, Financial Risk, Actuarial Science, Financial Modeling, Mutual Funds, R, SQL, VBA, Statistics, Access, Microsoft Office, Analysis, Finance, PowerPoint, Financial Analysis, Risk Management, Statistical Modeling
Education
University of Iowa 2011 — 2013
master, Acturial science
University of Iowa 2011 — 2013
graduate, Acturial Science
Transamerica May 2007 - Present
Green Tree Servicing July 1996 - January 2007
Skills
Access, Financial Analysis, Microsoft Excel, Insurance, Forecasting, Outlook, Analysis, Finance, Data Analysis, Risk Management
Education
University of Iowa 1989 — 1994
Bachelor of Business Administration (BBA), Finance, General
Transamerica December 2012 - Present
Education
University of Iowa - Henry B. Tippie College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Accounting and Finance
Valley High School, WDM 2005 — 2008
Resolute Health April 2014 - Present
Hangar9 Solutions August 2012 - March 2014
Vanguard Health Systems February 2008 - August 2012
Transamerica April 1997 - February 2008
Skills
HL7, EHR, Healthcare Information..., Integration, HIPAA, Project Management, Visio, Disaster Recovery, Enterprise Software, IT Strategy, Process Improvement, SDLC, System Administration
Education
University of Madras 1991 — 1995
Bachelor’s Degree, Computer Science
Diocese of Dallas June 2009 - Present
Roman Catholic Diocese of Dallas June 2009 - June 2013
Transamerica 1989 - 2002
Skills
Outlook, Research, Nonprofits, Fundraising, Volunteer Management, Event Planning, Community Outreach, Administrative..., Office Management, Event Management, Public Speaking, Editing, Public Relations, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Mentoring, Team Mentoring, Customer Service, Non-profits
Education
University of Massachusetts at Lowell 1979 — 1981
Evening School Division, Political Science and Government
Timberlane Regional High School 1972 — 1974
Graduated a year early, Political Science and Government
TransAmerica August 1993 - Present
Education
University of Louisville
Transamerica November 2000 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
Rossmann Hurt Hoffman July 2013 - Present
Transamerica 2002 - 2012
Skills
Accounting, Accounting Management, General Ledger, Variance Analysis, Financial Reporting, Financial Statements, GAAP, Sarbanes-Oxley, Fixed Assets, Bank Reconciliation, Journal Entries, SEC filings
Education
University of Maryland Baltimore County
Bachelor's degree, English Language and Literature, General
University of Maryland University College
Bachelor's degree, Accounting
Transamerica March 2008 - Present
Empower Professionals January 2006 - March 2008
Temenos July 2001 - August 2005
Skills
VB6, VB.NET
Education
University of Madras 1995 — 1998
Bachelor of Science (B.Sc.), Computer Science
Transamerica June 2014 - Present
The University of Iowa January 2014 - May 2014
AEGON USA Investment Management, LLC February 2013 - December 2013
The University of Iowa Alumni Association May 2012 - January 2013
Skills
Data Entry, Microsoft Excel, Variance Reports, Bloomberg Terminal, Data Analysis, Murex, Derivatives, Microsoft Office, Group Work
Education
University of Iowa - Henry B. Tippie College of Business 2010 — 2014
Bachelor’s Degree, Finance and Economics
Maquoketa High School
Transamerica October 2014 - Present
Transamerica June 2002 - October 2014
Transamerica December 2000 - June 2002
Transamerica November 1996 - December 2000
Skills
Financial Reporting, Reporting & Analysis, Data Analysis, Database Administration, Technical Subject Matter, Project Management, Business Object, Tableau, MS Access, MS SharePoint, Financial Analysis
Education
University of Iowa 1989 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration
Berkshire Hathaway Energy October 2014 - Present
Transamerica July 2012 - October 2014
Transamerica August 2006 - July 2012
Skills
Tax, Consolidation, Microsoft Excel, Financial Reporting, Accounting, Financial Analysis, Financial Accounting, Project Management, Project Planning, Corporate Tax, Account Reconciliation, Internal Controls
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
Master of Accountancy, Taxation