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
Transamerica June 2015 - Present
University of Northern Iowa September 2014 - December 2014
Transamerica 2014 - 2014
Kwik Trip, Inc. January 2011 - March 2013
Skills
Microsoft Word, PowerPoint, Teamwork, Social Media, English
Education
University of Northern Iowa 2011 — 2015
Bachelor of Arts (BA), Accounting
Transamerica July 2006 - Present
USDA Risk Management Agency July 2002 - June 2006
American General Corporation August 1996 - January 2002
Skills
Government, Policy Analysis, Public Policy, Strategy, Insurance, Policy, Politics, Strategic Communications, Legislative Relations, Legislation, Federal Government, Nonprofits, International Relations, Political Campaigns, Grassroots Organizing
Education
Potomac School of Law 1979 — 1982
Doctor of Law (J.D.)
University of Pittsburgh 1972 — 1975
Bachelor's degree, Political Science and Government
High Country Executive Search 2012 - Present
Robert Half Executive Search 2009 - 2012
Ohio National Financial Services July 2007 - 2009
Transamerica July 2005 - July 2007
John Hancock January 2005 - July 2005
Transamerica Capital Inc August 2002 - February 2005
Skills
Mutual Funds, Life Insurance, Fixed Annuities, Technology Recruitment, Executive Search, Networking, Recruiting, Talent Acquisition, Applicant Tracking..., Employee Benefits, Cold Calling, Relationship Management, Insurance, Temporary Placement, College Recruiting, Technical Recruiting, Building Relationships, Financial Services, Sourcing, Account Management, Training, Temporary Staffing, CRM, Internet Recruiting, Leadership, Contract Recruitment, Management, Sales, Finance, Financial Analysis, Start-ups, Interviews
Education
University of Oregon 1998 — 2002
Bachelor of Science, Psychology
William J. Palmer 1995 — 1998
Transamerica January 2014 - Present
RS Investments June 2009 - December 2013
Education
University of Pittsburgh
Bachelor of Arts (BA), Economics
Transamerica April 2005 - Present
Transamerica 2005 - Present
Skills
Requirements Analysis, Requirements Gathering, Project Portfolio..., Risk Management, Project Management, Software Project..., Process Improvement, Program Management, Project Planning, Software Documentation, Business Analysis, SDLC, Management, Vendor Management, Visio
Education
University of Northern Iowa 1983 — 1987
Batchelor of Communications
University of Northern Iowa 1983 — 1987
Bachelor's of Communications, Communications
Wells Fargo Home Mortgage August 2014 - Present
Submittal Exchange November 2012 - August 2014
State Farm Insurance February 2010 - November 2012
Golf Galaxy September 2008 - December 2009
Transamerica August 2005 - July 2008
Skills
Life Insurance, Account Management, Customer Service, Insurance, Term Life Insurance, Property & Casualty..., Health Insurance, Whole Life, General Insurance, CRM, Cold Calling, Customer Retention
Education
University of Northern Iowa 2000 — 2004
Bachelor of Arts (B.A.), Marketing
Transamerica February 2015 - Present
Transamerica July 1996 - February 2015
Parsons Technology July 1994 - July 1996
Skills
Disaster Recovery, VMware, Microsoft SQL Server, Active Directory, SharePoint, Windows Server, SQL, Citrix, IIS, SDLC, Virtualization, VMware ESX
Education
University of Northern Iowa 1990 — 1994
Bachelor of Arts (B.A.), General Studies
Transamerica November 2012 - Present
Transamerica July 2011 - November 2012
REL Productions September 2009 - January 2010
Freelance Graphic Design July 2002 - August 2009
Sierra Office Supplies April 2005 - June 2009
Herburger Publications July 2002 - April 2005
Skills
Graphics Software, Web Site Production, Mac, Adobe Acrobat, QuarkXPress, GUI, Photoshop, Illustrator, Webmaster Services, Database Administration, InDesign, Computer Hardware
Education
Techskills of Sacramento 2009 — 2009
A+ Certification, IT Studies
University of Northern Iowa 1997 — 2001
Bachelor of Arts Degree, Graphic Communications; an emphasis in Graphic Design
Transamerica February 2015 - Present
University of Iowa February 2014 - February 2015
University of Northern Iowa September 2010 - February 2014
Layered Technologies November 2009 - September 2010
Earlham College January 2009 - September 2009
Skills
Network Engineering, Networking, Switching, Routing, Network Security, Firewalls, Cisco ASA, OSPF, VPN, Network Monitoring Tools, Zabbix, Nagios, RANCID, Cacti, Subnetting, Bash, Python, DNS, DHCP, TCP/IP, Linux, Logging, Syslog, Documentation, Higher Education, Parallel Programming, Biology, Information Security
Education
University of Northern Iowa 2003 — 2008
Bachelor's Degree, Computer Science and Biology, summa cum laude
Transamerica August 2013 - Present
Vanderbilt University Medical Center April 2009 - Present
HCA September 2004 - December 2009
Skills
Nursing, BLS, Critical Care, ACLS, Inpatient, Hospitals, Patient Safety, ICU, Acute Care, Medical/Surgical, Healthcare, Healthcare Management, Registered Nurses, Trauma Nursing
Education
University of Santo Tomas 1985 — 1989
Bachelor of Science (BS), Registered Nursing/Registered Nurse
University of Santo Tomas 1985 — 1989
Bachelor of Science (B.S.), Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Transamerica March 2014 - Present
CBE Companies February 2013 - March 2014
Skills
Actuarial Exams, Microsoft Excel, VBA, SAS programming, Microsoft SQL Server, Access, Actuarial Science, Analysis, Data Analysis, SAS, Risk Management, SQL, Visual Basic
Education
University of Northern Iowa 2009 — 2012
BS, Actuarial Science
Transamerica August 2014 - Present
Transamerica July 2011 - September 2014
Transamerica December 2010 - July 2011
Transamerica February 2007 - December 2010
Transamerica December 2004 - February 2007
Skills
Insurance, Brokers, Strategic Planning, Risk Management, Vendor Management, SDLC, Team Building, New Business Development, Management, Account Management, Sales, Leadership, Team Leadership, Project Management, Strategy, Integration, CRM, Business Intelligence, Analysis
Education
University of Phoenix 2000 — 2004
Bachelor of Sciense, Information Technology
Transamerica April 2014 - Present
Transamerica October 2011 - April 2014
Citrus County Chronicle May 2007 - August 2007
Skills
Call Center, Customer Service, Customer Satisfaction, Insurance, Customer Retention, Process Improvement, Outlook, Customer Experience, Data Entry, Microsoft Excel, Leadership, Time Management, Training, Team Building, Microsoft Word
Education
University of South Florida 2007 — 2011
Bachelor of Arts (BA), Political Science and Government
Wealth Management Concepts October 2014 - Present
Transamerica October 2012 - October 2014
USFSP Student Finance Association January 2012 - February 2013
Education
University of South Florida 2010 — 2012
BA, Finance
NCS
University of South Florida St. Petersburg
Bachelor of Arts, Finance
Moffitt Cancer Center April 2005 - Present
Party Artsy June 2013 - June 2015
Transamerica January 2014 - March 2015
The Italian Club 2011 - January 2013
Tampa's Lowry Park Zoo 2007 - 2013
Moffitt Cancer Center 2005 - 2008
Busch Gardens Entertainment Co 2004 - 2005
Riverview Animal Hospital 2001 - 2002
Skills
Community Outreach, Fundraising, Event Management, Research, Customer Service, Public Speaking, Microsoft Office, Volunteer Management, Data Analysis, Marketing, Program Development, Team Building, Healthcare, Critical Thinking, PowerPoint, Microsoft Word, Project Management, Leadership, Event Planning, Nonprofits, Social Media, Sales, Team Leadership, Training, Financial Analysis, Analysis, Strategic Planning, Marketing Strategy, Time Management
Education
University of South Florida 2010 — 2012
Masters of Business Administration, Sustainability, Business Management
University of South Florida
BS in Biology
Nationwide Financial July 2015 - Present
401(k) Advisors 2013 - Present
Lincoln Financial Group October 2012 - November 2013
American Funds 2001 - 2012
Prudential Financial 1995 - 2001
Transamerica 1991 - 1995
Skills
Retirement, 401k, Mutual Funds, Series 63, Series 7, Asset Allocation, Defined Contribution, Investments, Alternative Investments, Securities, Retirement Planning, Financial Advisory, Wealth Management, Investment Advisory, Retirement Plan..., Qualified Retirement..., Relationship Management
Education
Wharton School of Business
BS Economics, Finance & Management
Transamerica January 2012 - Present
Transamerica April 2004 - January 2012
Transamerica July 2001 - April 2004
Skills
Disaster Recovery, Quality Assurance, Microsoft Office, Management, Visio, Process Improvement, Data Center, IT Management, Business Analysis, Vendor Management, Microsoft Word, PowerPoint, Customer Service, Microsoft Excel, SDLC, Integration, Software Documentation
Education
University of Northern Iowa 1996 — 2001
Bachelor's degree, Computer Science
Transamerica June 2015 - Present
Atlantic Investments A Registered Investment Advisor January 2014 - June 2015
Cynacon/Ocusoft, Inc January 2012 - February 2013
Cynacon/Ocusoft, Inc July 2011 - December 2011
Arthrex November 2009 - July 2011
24 Hour Fitness June 2009 - September 2009
Holdings, LLC March 2008 - June 2009
New England Patriots May 2006 - December 2006
Skills
Sales, Key Account Management, Marketing, Sales Management
Education
University of Notre Dame - Mendoza College of Business 2001 — 2005
Bachelor of Business Administration, Marketing and Sociology
Kaiser Permanente August 2015 - Present
Vicker's Financial Group September 2014 - August 2015
Transamerica September 2013 - August 2014
Nationwide Insurance February 2013 - August 2013
Skills
Insurance, Leadership, Analysis, Customer Service, Data Analysis, Microsoft Office, Policy, Time Management, Social Media, Employee Benefits, Public Speaking, Project Management, Data Entry, Social Networking, Underwriting, Social Sciences, Teamwork, PowerPoint, Access, Outlook, Administration, Negotiation, Government, Policy Analysis, Life & Health Insurance..., Sales Presentations, Enrollment Services, Disability Insurance, Finance, Microsoft Word, Microsoft Excel, Multitasker, Insurance Claims, Excel, Problem Solving, Writing, Administrative Support, Word, Customer Relations, Compliance, Non-profits, Documentation, ERISA, FMLA, Account Management, Health Insurance, HIPAA, COBRA, Consulting, Consultative Selling
Education
University of Pittsburgh 2001 — 2005
Bachelor of Arts, Administration of Justice, Social Scienes, Public Administration
Portsmouth Emergency Ambulance Service Inc January 2015 - Present
Custom-Pride March 2014 - Present
Transamerica December 2013 - March 2014
Family Dollar June 2013 - November 2013
Walmart September 2012 - June 2013
Ameriprise Financial June 2010 - January 2011
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Insurance, Fixed Annuities, Life Insurance, 401k, Disability Insurance, Health Insurance, Long-term Care, IRAs, Term Life Insurance, Retirement, Spreadsheets, Outlook, Notary, Customer Service, Telephone Skills, Marketing, Time Management, Sales, Retail, Data Entry, Customer Satisfaction, Cashiering, Microsoft Office, Management, PowerPoint
Education
University of Phoenix 2012 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Transamerica June 2014 - Present
Transamerica February 2014 - June 2014
Careington International November 2011 - June 2013
Careington International June 2009 - November 2011
Source Distributors, Inc. November 2007 - April 2009
Source Distributors, Inc November 2007 - April 2009
Lennar Homes of Texas August 2005 - November 2007
Lennar Homes of Texas August 2005 - July 2007
Fry's Electronics November 1997 - August 2005
Skills
Account Reconciliation, Accounts Receivable, Account Management, Business Process..., Financial Reporting, Invoice Processing, Invoice Verification, Health Insurance, Business Strategy, Microsoft Office, Process Improvement, Customer Service, Sales, Monthly Close Process, Sales Management, Management, Marketing Strategy, Marketing, Retail, Outlook, Microsoft Word, Microsoft Excel, Team Building, PowerPoint, Data Analysis, Cold Calling, Lead Generation, Advertising, Employee Benefits
Education
Western Governors University 2012 — 2013
Bachelors, Business Administration
University of Phoenix 2009 — 2011
Associates, Health Care Administration
Le Grand Jete December 2012 - Present
Love on the Run Productions January 2012 - Present
Henri Sera Productions January 2010 - January 2013
Transamerica September 2011 - December 2012
Kompany.tv January 2009 - 2011
Euro Cinema 2006 - 2006
Skills
Television, Film, Commercials, Financial Advisory, Film Production, Entrepreneurship
Education
University of Pennsylvania
bs, dramatic arts
Mondelez International 2012 - Present
Mondelēz International 2010 - 2012
Deloitte Consulting 2006 - 2010
Transamerica 2005 - 2006
PricewaterhouseCoopers 2000 - 2004
PricewaterhouseCoopers 1998 - 2000
Merrill Lynch 1996 - 1998
Skills
Employee Benefits, Management Consulting, Outsourcing, Defined Contribution, Business Strategy, Benefits Administration, Health & Welfare..., Project Management, HR Consulting, Mergers & Acquisitions, CRM, Vendor Management, Management, SAP, ERISA, Retirement Plan..., Program Management, Recruiting, Human Resources, Defined Benefit, Pensions, HRO, Personnel Management, Leadership, Business Planning, Retirement Planning, Benefits Plan Design, Retirement Plans, Defined Contribution..., Compliance, HR Strategy, Consulting, Team Management, Retirement, Performance Management, Deferred Compensation, International HR, Ultipro, Cross-functional Team..., Employee Benefits Design, Large Scale System..., Business Process..., SAP HR, Benefits Design, Strategy, Process Improvement, Change Management, Financial Services
Education
University of Oklahoma - Price College of Business 1991 — 1995
BBA, Economics
Transamerica June 2014 - Present
FKQ Advertising June 2013 - August 2013
The Vincent Lecavalier Foundation November 2011 - July 2013
USF Athletics January 2012 - January 2013
Beef 'O' Brady's May 2012 - August 2012
Justice June 2010 - December 2011
Skills
Sports, Fundraising, Marketing, Event Planning, Facebook, Leadership, Teamwork, PowerPoint, Time Management, Microsoft Excel, Social Networking
Education
University of South Florida 2010 — 2014
Bachelor of Science (B.S.), Accounting and Marketing
Milliman December 2014 - March 2015
Robert Half International August 2014 - December 2014
T. Rowe Price November 2012 - March 2014
NRECA April 2013 - December 2013
CLP Resources May 2012 - September 2012
Daegis November 2011 - May 2012
SunGard Global Services April 2011 - November 2011
Transamerica August 2009 - April 2011
TIAA-CREF October 2007 - April 2008
Union Bank August 2005 - April 2006
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Microsoft Dynamics SL, Project Management, Microsoft Office, Qualified Retirement..., Process Improvement, Vendor Management, User Acceptance Testing, Business Requirements, Visio, Analysis, Risk Management, SharePoint, Business Process..., CRM, Software Documentation, Software Project..., Financial Services, Data Analysis, Business Intelligence, Program Management, Analytics, IT Strategy, 401k, Consulting, Project Portfolio..., Access, PMP
Education
University of Oregon 1992 — 1996
Bachelor of Science, Psychology
Tamalpais High School 1988 — 1992
Transamerica May 2013 - Present
Education
University of Phoenix 2006 — 2010
Bachelor of Science In Business Management
Transamerica October 2006 - Present
Skills
Actuarial Science, Fixed Annuities, Insurance, Life Insurance, Retirement, Reinsurance, Investments, Financial Modeling, Risk Management, Financial Risk, Valuation, Variable Annuities, Financial Analysis
Education
University of Northern Iowa 2002 — 2006
Bachelor of Arts (B.A.), Major: Economics with Business Analysis Emphasis. Minor: Statistics and Actuarial Sciences
Ascensus June 2014 - Present
Transamerica April 2012 - Present
Farmers Insurance 2013 - 2013
Trost-Singley Agency 2011 - 2011
Education
University of South Florida 1983 — 1985
BA, Social Science in Education
University of South Florida 1983 — 1985
BA, Social Science in Education
University of South Florida 1983 — 1985
BA, Social Science in Education
Transamerica January 2015 - Present
Exelon September 2012 - December 2014
Verizon Business March 2010 - May 2012
Verizon Business September 2009 - March 2010
Verizon Business April 2004 - September 2009
Language Services Associates August 2006 - October 2006
QVC February 2004 - April 2004
Commission on Economic Opportunity (CEO) October 2000 - November 2001
SolarEn International July 1999 - June 2000
American University of Armenia April 1994 - June 1996
Skills
Six Sigma, Business Process..., Business Analysis, Analytic Problem Solving, Team Leadership, Team Building, Business Requirements, Business Case, User Acceptance Testing, Building Relationships, Microsoft Office, Sales Support, Vendor Relations, Telecommunications, Management, Cross-functional Team..., Sales Operations, Project Management, SDLC, Visio, Business Process..., Program Management, Process Improvement
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1996 — 1997
Master of Business Administration (M.B.A.), Management Information Systems, General
State Engineering University of Armenia 1988 — 1993
Diploma in Electronic Engineering (equivalent of B.S.), Information & Measuring Technology
County Commissioners Association of Pennsylvania February 2015 - Present
N3 Government Solutions 2015 - 2015
N3 Government Solutions 2015 - 2015
Transamerica January 2011 - November 2014
Deborah Educational Institute February 2008 - September 2010
Raytheon August 2006 - November 2007
USAF August 2000 - August 2006
Skills
Troubleshooting, Windows, Computer Hardware, Java, Software Documentation, XML, Access, Software Installation, Microsoft Office, Microsoft SQL Server, HTML, Linux, Ubuntu, VB.NET, Help Desk Support, Technical Support, C#, Netbeans, Visual Studio, CSS, jQuery, Electronics, Oscilloscope, DMMs, Soldering, Unix, DOS, VMware, OS X, Android
Education
University of Phoenix 2009 — 2010
Programming/IT, Information Technology/Programming C++ and Java
Transamerica October 2001 - Present
Torchmark / Liberty National 2005 - 2007
Skills
Fixed Annuities, Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Whole Life, Universal Life, Health Insurance, Retirement, Retirement Planning, Underwriting, Property & Casualty..., Long Term Care Insurance, Sales Management, 401k, Commercial Insurance
Education
University of Phoenix
Associate's degree, Management Information Systems, General
Transamerica February 2006 - Present
Transamerica February 1999 - February 2006
Transamerica February 1996 - February 1999
Skills
Insurance, Process Improvement, Strategic Planning, Team Building, Vendor Management, Team Leadership, Management, Risk Management, Sales Operations
Education
University of Northern Iowa 1991 — 1995
BA Finance
McGladrey July 2015 - Present
UNI College of Business - Professional Readiness Program July 2010 - May 2015
Deloitte June 2013 - August 2013
Transamerica January 2013 - June 2013
Skills
Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Financial Accounting, Bookkeeping, Financial Analysis, Customer Service, Event Planning, Leadership, Teamwork, Time Management
Education
University of Northern Iowa 2014 — 2015
Master's degree, Accounting
University of Northern Iowa 2010 — 2014
Bachelor of Arts, Accounting
Sedona Staffing Services September 2014 - Present
Chasity Weeks Photography February 2003 - Present
Cedar Memorial July 2013 - August 2014
Transamerica November 2012 - July 2013
Clover Park School District March 2011 - June 2012
Skills
Photography, Digital Photography, Adobe Creative Suite, Portraits, Fine Art, Portrait Photography, Microsoft Office, Microsoft Word, Lightroom, Administrative..., Graphics, Adobe Acrobat
Education
University of Phoenix 2007 — 2008
Associate of Arts (A.A.), Business Administration and Management, General
J. F. Kennedy 1991 — 1995
High School, General
GE Capital August 2012 - Present
GE Capital January 2002 - August 2012
Transamerica July 2000 - January 2002
Transamerica August 1997 - July 2000
Budget Rent A Car June 1991 - August 1997
Budget Rent A Car 1989 - 1991
Skills
Process Improvement, Customer Service, Risk Management, Banking, Portfolio Management, Team Building, Change Management, Account Management, Business Process..., Auditing, Microsoft Word
Education
University of Phoenix 2015 — 2016
Master's Degree, Criminal Justice and Security, In Progress
University of Phoenix 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.91 GPA
Associated Travel Industry School 1985 — 1986
Travel Industry, General Travel Studies
PMA USA (Performance Matters Associates, Inc.) November 2014 - Present
Transamerica December 2013 - 2015
AlpineCRS Corporation April 2010 - December 2010
LPL Financial March 2009 - February 2010
Wachovia Securities March 2006 - March 2009
CUNA Mutual Group March 1999 - March 2006
Skills
Fact Finding, Insurance, Long Term Care, Retirement Planning, Health, Annuities, Financial Planning, Customer Relations, Investments, Customer Service, Health Insurance, Employee Benefits, Microsoft Office, Excel, Disability Insurance, Compliance, Coaching, Financial Analysis, PowerPoint, Negotiation, Word, Public Speaking, Problem Solving, Retirement, Sales Management, Asset Management, Outlook, Writing, Supervisory Skills, Microsoft Excel, Small Business, Strategic Financial..., Long-term Care, Life Insurance, Human Resources, Selling, Fixed Annuities, Sales
Education
University of South Carolina-Columbia 1967 — 1971
Bachelor of Arts, Music and Drama
A C Flora High 1964 — 1967
Preparation for College, College Preparatory
Transamerica March 2014 - Present
Transamerica September 2012 - February 2014
Musi, Malone & Daubenberger January 2011 - August 2012
American Hospital Services Group May 2009 - July 2010
Skills
Social Media, Strategic Planning, Project Management, Marketing Strategy, Marketing Communications, Market Research, Marketing, Adobe Creative Suite, SEO, HTML, JavaScript, SDL Tridion, iCIMS, WebTrends Analytics, Public Speaking, Management, Leadership, Digital Marketing, Web Analytics, Online Marketing
Education
Widener University School of Law 2010 — 2013
Juris Doctor
University of Pittsburgh 2005 — 2009
Bachelor of Arts
Transamerica January 2015 - Present
Transamerica August 2010 - Present
Transamerica February 2007 - August 2010
Transamerica February 2001 - February 2007
Transamerica April 1999 - February 2001
Franklin Templeton Investments April 1998 - April 1999
Skills
Business Continuity, Disaster Recovery, Mutual Funds, Systems Management, Relational Databases, Business Systems, Vendor Management, Access, Requirements Gathering, Financial Services, Information Technology, VBA, Microsoft Office, Access Control, SharePoint, TA2000, System Administration, SDLC, Call Centers, Business Analysis, Transfer Agency, Change Management, LDRPS, DST, AWD, Scenario Analysis, Incident Management, Requirements Analysis, SOC 1, Mainframe, Life Insurance, DB2, Financial Risk, Business Continuity..., Risk Management, Information Security..., JCL, Series 7, Business Relationship..., Relationship Management, Asset Management, Insurance, TSO, Investment Management, Telecom BSS, AML, Series 63, Pandemic Planning
Education
University of Phoenix
MS, Computer and Information Systems
University of South Florida
BA, Religion/Religious Studies
Incapital Wealth Management Solutions June 2015 - Present
Transamerica January 2013 - May 2015
Prudential Financial June 2012 - January 2013
The Hartford January 2012 - June 2012
Sun Life Financial June 2005 - January 2012
AIG Annuity 2003 - 2005
Quick & Reilly / Fleet Bank 1998 - 2003
Skills
Budgets, Series 7, Series 63, Mutual Funds, Insurance, Fixed Annuities, Securities, Strategic Financial..., Retirement Planning
Education
University of Scranton 1992 — 1996
BS, Liberal Studies/Finance
Coldwell Banker Preferred Realtors November 2006 - Present
Primerica Financial Services 2010 - Present
MULTIFUNDING - BUSINESS LOANS January 2010 - Present
Transamerica November 2007 - August 2014
Coldwell Banker, Welker Real Estate August 2007 - November 2011
Bell Atlantic Network Integration, Frazer, PA March 1992 - October 2006
Defywire May 2006 - September 2006
Technology Group, LLC, MBE/WBE Certified, Philadelphia, PA December 2001 - August 2006
BDPA Philadelphia 2000 - 2002
Siemens Corporation, Chicago, IL January 2000 - December 2001
Skills
Real Estate, 529 Plans, 401k, Commercial Real Estate, Life Insurance, Roth IRA, Variable Annuities, Series 6, Residential Homes, Entrepreneurship, CRM, Marketing, Strategy, Sellers, Banking, Leadership, New Business Development, Program Management, Investments, Portfolio Management, Training, Short Sales, Loans, Finance, Investment Properties, Start-ups, Mortgage Lending, Small Business, Sales, First Time Home Buyers, Mutual Funds, Negotiation, Asset Management, Contract Negotiation, Management, Real Estate Transactions, Real Estate Economics
Education
National Association of Realtors 2013 — 2014
Certified Negotiation Expert, Negotiation Program, PASS
National Association of Realtors 2012 — 2013
GREEN Certification, Sustainability Studies, Pass
University of Pennsylvania - The Wharton School 1986 — 1991
BA - Business Administration, Management and Strategic Marketing
Long and Foster School of Real Estate 2006 — 2007
State Lincensed - PA/MD, Real Estate- Residential, New Construction, Commercial, Land
Wachovia 2008 — 2011
Financial Specialist, Series 6, 63
Fareway Stores, Inc. March 2010 - Present
Transamerica May 2015 - August 2015
Transamerica Retirement Solutions May 2014 - August 2014
Cherry Hill Aquatic Center June 2013 - August 2013
Jones Pool June 2012 - August 2012
Skills
Accounting, Cashiering, Hardwork, Learning Quickly, Dependable Team Player, Customer Service, Finance, Grocery Industry, Aquatics, Leadership, Perfectionist, Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Organization, Dedication to work, Corporate Tax, Tax Returns, Tax Accounting
Education
University of Northern Iowa 2013 — 2017
Accounting, 4.0 GPA
Xavier High School 2009 — 2013
General Studies, 4.0 GPA
Transamerica March 2014 - Present
Frito-Lay June 2007 - March 2014
Skills
Retail, Sales, Customer Service, Merchandising, Marketing, Sales Management
Education
University of South Carolina 2010 — 2013
Bachelor's degree, Marketing
University of South Carolina-Columbia 2010 — 2013
Bachelor's degree, Marketing
Transamerica June 2011 - Present
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Photoshop
Education
University of Phoenix 2014 — 2017
Bachelor of Business Administration (BBA), Finance and Financial Management Services, 3.0
Aetna January 2004 - Present
Transamerica October 1998 - January 2004
State of Oklahoma Tourism January 1997 - October 1998
MCI March 1988 - August 1997
Skills
Contract Management, Supervisory Experience, Training & Development, Microsoft Excel, Microsoft Office, IBM iSeries, Scanners, Web Design, Mainframe, Printers, Laptops, Software Configuration..., Hard Drives, PowerPoint, Microsoft Word, Windows, Technical Writing, Software Documentation, Program Management, Insurance, Health Insurance, Healthcare, Medicaid, Leadership, HIPAA, Customer Service, Management, Process Improvement, Strategic Planning, Training
Education
University of Oklahoma 1979 — 1984
Bachelor of Arts, Public Relations
Transamerica June 2012 - Present
AEGON Americas 2011 - 2011
Skills
Internal Audit, Internal Controls, Design Evaluation, Risk Assessment, Time Management, TeamMate, Microsoft Visio, Microsoft Word, Microsoft Excel, Essbase, Clarity
Education
University of Northwestern - St. Paul 2008 — 2012
Bachelor’s Degree, Accounting
Netter Center for Community Partnerships June 2015 - Present
Transamerica April 2013 - January 2015
The University of Hong Kong July 2014 - August 2014
Law Office of Don W. Pak June 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Marketing, Economics, Tutoring, Teamwork, Sales Presentations, Data Analysis, Data Entry, Organizational..., Communication, Community Outreach, Atlas.ti, Coding Languages
Education
University of Pennsylvania 2013 — 2017
Bachelor's degree, Economics
JohnHart Real Estate May 2015 - Present
REProWest, LLC. 2011 - Present
Aldo Baltodano 2002 - Present
Greenview Private Capital Corporation 2010 - April 2015
Alta Residential Development, Inc. 2002 - 2010
SIRVA Worldwide 1999 - 2003
Bank of America 1997 - 1999
Transamerica 1995 - 1997
Great Western Bank 1993 - 1995
Skills
Real Estate Development, Residential Project..., Construction Management, Mortgage Lending, Real Estate Sales, Real Estate Investor, Real Estate, Residential Homes, Single Family Homes, Real Estate Financing, Project Management, Condos, Commercial Real Estate, Listings, Mergers & Acquisitions, Budgets, Foreclosures, Finance, Real Estate Economics, Leases, New Home Sales, Investments, Property Management, Construction, Investors, Buyer Representation, Corporate Real Estate, SFR, First Time Home Buyers, Income Properties, Luxury, Short Sales, Real Estate Transactions, HUD, Refinance, Brokerage, Management, Sales, Property, Relocation Buyers, Investment Properties
Education
University of Phoenix 1998 — 2002
E-Commerce/Electronic Commerce
Transamerica November 2014 - Present
Skills
Life Insurance, Claims Handling, Microsoft Excel, Microsoft Office, Microsoft Word, Management
Education
University of South Florida 2012 — 2014
Bachelors of Science, Business Management
Transamerica 2013 - Present
Mercy Medical Center May 2011 - Present
Burst Cycle October 2014 - Present
Cedar Rapids Xavier High School February 2014 - Present
YMCA December 2013 - Present
Skills
Wellness Coaching, Program Coordination, Health Education, ACSM Health Fitness, Fitness Instruction, Fitness Training, Fitness Testing, Fitness Consulting, Sports Coaching, Coordinate Meetings, Coordinate Events, Public Speaking, Public Health, Organization Skills, Budgeting, Microsoft Excel, Microsoft Office, Microsoft Word, Prezi, Customer Service, Nutrition
Education
University of Northern Iowa 2006 — 2010
Bachelor of Science (BS), Public Health Education and Promotion
University of Northern Iowa 2006 — 2010
Bachelor's degree, Public Health Education and Promotion
Transamerica August 2010 - Present
ING Funds 2004 - 2007
Van Kampen Investments 2000 - 2003
Franklin Templeton Investments 1992 - 2000
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of San Francisco 1995 — 1997
MBA, Finance
Whittier College 1988 — 1992
Bachelor’s Degree, Business Administration
DX Engineering February 2015 - Present
Nehemiah Consulting December 2005 - January 2015
Array Solutions April 2006 - October 2014
Citigroup November 2002 - December 2005
EDS February 1998 - November 2002
Transamerica May 1990 - January 1998
Skills
Team Building, Customer Service, Business Growth, People Skills, Business, Sales, Service Delivery, Technology Integration, Critical Thinking, Business Information, Enterprise Software, Program Management, Integration, Outsourcing, Vendor Management, ITIL, Process Improvement, IT Strategy, Project Management, Business Development, Strategy, Cross-functional Team..., Disaster Recovery, Management, Leadership, Consulting, Networking, IT Management, Infrastructure, Infrastructure..., Operations Management
Education
University of Phoenix 2008 — 2010
BSBA, Business Administration
Western International University 2006 — 2007
AAIT, IT Management
William Paterson University of New Jersey 1978 — 1980
None, Computer Science
Transamerica July 2012 - Present
Citco Fund Services August 2008 - December 2011
Comcast Spectacor August 2007 - December 2007
Action Sports Media August 2005 - December 2005
Skills
Event Planning, Team Leadership, Compliance, Financial Reporting, Team Management, Efficient in Microsoft..., Teamwork, Administration, Writing, Word Processing, Data Processing, Research, New Business Development, Account Management, Customer Service
Education
University of South Carolina-Columbia 2003 — 2007
BS, SPTE
Frank N. Magid Associates January 2015 - Present
Transamerica July 2013 - January 2015
Skills
Office Administration, Talent Management, Talent Scouting, Market Research, Event Planning, Customer Service, Public Speaking, Video Editing, Social Media, Training, Leadership, Microsoft Word, Microsoft Office, Meeting Scheduling, Microsoft Excel, Travel Planning, Research, Executive Calendar..., Teamwork, PowerPoint, Switchboard Operator, Time Management, Team Leadership, Recruiting, Facebook, Editing, Data Entry, Photoshop, English, Windows, Teaching, Music, Data Analysis, Fundraising, Cpr Certified, Volunteering, Google Docs, Google Calendar, Phone Screening, Twitter
Education
University of Northern Iowa 2010 — 2012
Bachelor of Arts (BA), Communication and Theatre Studies (working)
Atlantic High School 2000 — 2010
Best Buy August 2015 - Present
Best Buy June 2014 - August 2015
Best Buy May 2013 - June 2014
Best Buy August 2012 - May 2013
Shopko October 2011 - August 2012
Shopko January 2011 - October 2011
Transamerica December 2007 - January 2011
Skills
Retail, Inventory Management
Education
University of Northern Iowa 2003 — 2007
Bachelor of Arts (B.A.), Finance, General
Transamerica January 2014 - Present
Sammons Financial Group Member Companies May 2013 - December 2013
CBE January 2013 - May 2013
Southwestern Advantage May 2010 - August 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Actuarial Science, Valuation
Education
University of Northern Iowa 2009 — 2013
Professional Science Masters, Industrial Math: Actuarial Science
MEMBERS Trust Company December 2014 - Present
University of South Florida Student Managed Investment Fund August 2014 - April 2015
Transamerica February 2014 - May 2014
Global Amusement Consulting October 2013 - January 2014
Institute for the study of Latin America and the Caribbean September 2012 - July 2013
Skills
Microsoft Excel, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Research, Teamwork, Data Analysis, Customer Service, Leadership, Entrepreneurship, Teaching, Financial Analysis, Finance, Time Management, Financial Modeling, Spanish, Access, Analysis, Individual, Word, Excel, Statistics, InDesign, Sales, VBA, Morningstar Office, Bloomberg Terminal, Analytics
Education
University of South Florida 2012 — 2015
Bachelor of Science (B.S.), Finance and Entrepreneurship
University of South Florida-St. Petersburg Campus 2011 — 2012
Business, Finance
Seminole High School 2007 — 2011
Robert half - office team January 2015 - May 2015
Toyota Motor Sales, USA via System One Staffing June 2014 - December 2014
Murad, Inc December 2013 - June 2014
Sony Pictures Entertainment April 2007 - December 2013
Sony Pictures Entertainment February 2007 - April 2007
Transamerica February 2006 - February 2007
Murad Skin Care September 2006 - November 2006
Alfy.com January 2006 - September 2006
Toyota Motor Corp January 2006 - February 2006
University of Southern California January 2004 - January 2005
Skills
Administrative..., Office Management, Time Management, Data Entry, Visio, Budgets, Management, Process Scheduler, Microsoft Excel, Customer Service, Account Reconciliation, PowerPoint, Project Planning, Telephone Skills, Travel Arrangements, Troubleshooting, Calendars, Concur, Financial Statements, Outlook, Administrative...
Education
University of Phoenix Axia College 2007 — 2011
Associates Degree, Business Finance
University of Phoenix
Bachelor’s Degree, Business Management
Transamerica April 2014 - Present
Transamerica February 2011 - April 2014
AEGON Financial Partners January 2010 - January 2011
AEGON Financial Partners January 2001 - January 2010
AEGON Financial Partners January 1997 - January 2001
AEGON Equity Group January 1993 - January 1997
AEGON Equity Group January 1989 - January 1993
Skills
•Management of a staff..., •Responsible for..., •Coordination of..., •Oversight of 300,000..., •Oversight of multiple..., •Management of..., Insurance, Project Management, Budgets, Management, FINRA, Marketing, Financial Services, Leadership, Recruiting, Operations Management, Software Documentation, Coaching, Business Analysis, Process Improvement, Risk Management
Education
University of Phoenix 2004 — 2005
Business Management
Transamerica July 2012 - Present
Maucker Union June 2011 - May 2012
Maucker Union January 2009 - May 2012
Spielman's Event Services May 2011 - August 2011
Cedar Rapids Community School District May 2009 - August 2009
Skills
Customer Service, Teamwork, Customer Satisfaction, Microsoft Office, Time Management, Marketing Communications, Leadership
Education
University of Northern Iowa 2008 — 2012
Communication, General
University of Northern Iowa 2008 — 2012
Communication, Communication, General, Senior
University of Northern Iowa 2008 — 2012
Bachelor of Arts, Communication; Marketing
InsuranceLink 2008 - Present
InsuranceLink April 1991 - April 2008
Transamerica 1985 - 1991
Skills
Health Insurance, Insurance, Strategic Planning, Team Building, Customer Service, Disability Insurance, Workers Compensation, Marketing, Marketing Strategy, Life Insurance, Sales, Business Strategy, Project Management, Employee Benefits
Education
University of South Florida 1970 — 1972
Master's degree, Speech Communication and Rhetoric
University of South Florida 1966 — 1970
Speech, Communications, Oral Interpretation, Rhetoric, Debate
South Dade High School 1963 — 1966
High School Diploma, College Preparation
Costigan and Costigan, LLC January 1995 - Present
transamerica 1990 - 1994
Skills
Litigation Management, Commercial Litigation, Litigation, Civil Litigation, Trials, Product Liability, Personal Injury, Mediation, Arbitration, Torts, Insurance Law, Appeals, Public Liability, Construction Law, Courts, Class Actions
Education
University of Pittsburgh School of Law 1981 — 1984
JD, Law
University of Pennsylvania 1977 — 1980
BA, Italian, Spanish, French
Transamerica June 2012 - June 2014
Premier America Credit Union May 2006 - January 2012
Skills
Leadership Development, Project Management, Team Building, Process Improvement, Strategic Planning, Call Center, Employee Relations, Leadership, Customer Retention, Business Development, New Business Development, Call Centers, Customer Satisfaction, Account Management, Management, Microsoft Excel, Vendor Management, Performance Management, Banking, Business Analysis, CRM, Risk Management, Executive Management
Education
University of Phoenix 1997 — 1999
Masters, Organizational Management
University of Phoenix-Southern California Campus
Bachelor of Science (B.S.), Business Management
BayCare Health System March 2014 - Present
Transamerica June 2013 - March 2014
Bank of America August 2010 - June 2013
Bank of America August 2009 - July 2010
Bank of America November 2008 - August 2009
Time Warner Cable February 2008 - November 2008
PODS March 2006 - January 2008
PODS August 2005 - March 2006
Raymond James Financial, Inc. September 2003 - August 2005
Skills
Account Reconciliation, General Ledger, Accounting, Cash Management, Banking, Finance, Credit, Microsoft Excel, GAAP, Financial Statements, Loans, Sales and Use Tax, Problem Loan Servicing, Legal Document Review, Analysis, Financial Analysis, Financial Calculations, Investments, Document Review, Bank Reconciliation, Tax, Outlook, Journal Entries, Financial Reporting, Risk Management, Credit Analysis, Credit Risk, Mutual Funds, Asset Management, Financial Accounting, Relationship Management, Variance Analysis, Loan Servicing, Management, Strategic Financial...
Education
University of South Florida 2005 — 2007
BS, Finance
University of South Florida 1999 — 2004
BS, Accounting
Clearwater High School 1993 — 1997
General Diploma, General Studies
Transamerica September 2014 - Present
Transamerica August 2011 - September 2014
McGladrey November 2010 - May 2011
Hy-Vee September 2001 - November 2010
McGladrey January 2008 - April 2008
Skills
Accounting, Auditing, GAAP, Tax, Income Tax, Tax Research, Financial Analysis, Microsoft Excel
Education
University of Northern Iowa 2005 — 2009
Bachelor of Arts, Accounting
Kroger March 2015 - Present
Campbell - Suess Development Services 2012 - Present
BI-LO, LLC 2007 - 2008
Dollar General 2003 - 2007
Albertsons 2000 - 2003
Albertsons 2000 - 2002
Sonic Industries, Inc. 1999 - 2000
Sonic Industries, Inc. 1995 - 1999
Transamerica 1993 - 1995
Education
Georgia Institute of Technology - Georgia Tech College of Management 2009 — 2012
MBA, Finance
University of Oklahoma 1988 — 1993
BBA, Real Estate
SVB Capital January 2015 - Present
Transamerica January 2014 - Present
Lockheed Martin September 2012 - May 2014
Lockheed Martin July 2010 - September 2012
Lockheed Martin September 2006 - July 2010
ActivIdentity Europe S.A September 2005 - September 2006
Education
University of San Francisco
Bachelor of Science (B.S.), Organizational Leadership
University of San Francisco
Organizational Behaviors and Leadership, Organizational Leadership
Transamerica August 2014 - Present
My Own Creation - Event Planning and Specialty Gifts January 1994 - Present
The Claremont Club April 2001 - July 2012
Skills
Event Planning, Public Speaking, Team Building, Leadership, Coaching, Customer Service, Microsoft Office, Human Resources, Microsoft Excel, Microsoft Word, Strategic Planning, PowerPoint
Education
University of Phoenix
Psychology
Re:Sources, Inc. 1996 - Present
LIMRA 1984 - Present
LIMRA International 1984 - 1998
James Croke Associates January 1981 - July 1984
Transamerica 1976 - 1980
Skills
Strategy, Staff Development, Change Management, Business Strategy, Coaching, Marketing Strategy, Distribution Strategies
Education
University of South Florida 1965 — 1971
BA, MA, Psychology, English
SCOR November 2014 - Present
Transamerica July 2014 - Present
Aegon June 2011 - July 2014
Transamerica Reinsurance September 2010 - June 2011
Transamerica April 2007 - September 2010
Skills
Talent Management, Management Consulting, Recruiting, Leadership Development, Employee Benefits, Performance Management, Onboarding, Employee Relations, Mergers, Succession Planning, Management, Management Development, Human Resources, Change Management, Personnel Management, HR Policies, Strategic Planning, Talent Acquisition, Deferred Compensation, Mergers & Acquisitions
Education
University of South Carolina Upstate 1992 — 1995
Bachelor of Science (BSc), Economics and Finance, Graduated Cum Laude
Transamerica - Life & Protection June 2014 - Present
Transamerica November 2012 - June 2014
Transamerica 2006 - November 2012
Skills
Insurance, Financial Services, Cross-functional Team..., Strategic Planning, Strategy, Risk Management, Digital Strategy, Executive Management, Process Improvement, Business Strategy, Retail, Vendor Management, Management, Training, Life Insurance, Credit
Education
University of Rochester
Transamerica May 2009 - Present
HealthMarkets April 2006 - May 2009
UICI March 1993 - March 2006
Education
University of Oklahoma 1996 — 2001
Think Finance October 2014 - Present
Citi September 2012 - October 2014
Transamerica June 2008 - September 2012
Arvest Bank October 2006 - July 2007
PrimeLending May 2003 - January 2005
Cotton Patch Cafe 2002 - 2005
Skills
Direct Marketing, Marketing Strategy, Insurance, Marketing, Analytics, Financial Services, SAS programming, Analysis
Education
University of Oklahoma 2003 — 2019
Bachelor of Business Administration (BBA), Marketing
University of Oklahoma 2004 — 2007
B.B.A., Marketing
Crawford and Company March 1998 - November 2000
Transamerica June 1986 - March 1998
Fluor September 1981 - October 1983
Skills
Employee Benefits, Workers Compensation, Human Resources, Claim, Strategic Planning, Team Building, Workers' Compensation...
Education
University of Pittsburgh
CIGNA Healthcare ConsultantKPMG Peat MarwickJanuary 1989 - May 1992
Transamerica 1981 - 1989
Education
University of Pittsburgh 1974 — 1978
BS, Education
Transamerica November 2013 - Present
Carillon Sports and Family Medicine May 2012 - July 2013
Franklin Templeton Investments December 2010 - April 2012
Carillon Sports & Family Medicine August 2007 - April 2010
Boys & Girls Club May 2007 - August 2007
WorkNet Pinellas May 2006 - August 2006
Skills
Microsoft Excel, Marketing, Microsoft Word, Office Management, Public Speaking, Account Reconciliation, Mutual Funds, Project Planning, Databases, Asset Management, Investments, Equities
Education
University of South Florida 2007 — 2010
Bachelor degree, Business Management
St. Petersburg Collegiate HS 2004 — 2007
Accounting Associates
Transamerica March 2015 - Present
Transamerica January 2010 - Present
True Partners Consulting January 2009 - December 2009
True Partners Consulting January 2008 - December 2008
Deloitte August 2005 - January 2008
Deloitte June 2004 - August 2004
Skills
Accounting, Management, Tax Research, Sarbanes-Oxley Act, Financial Reporting, Analysis, Tax, Financial Analysis, Corporate Tax, Mergers & Acquisitions, Tax Accounting, Income Tax
Education
University of Notre Dame - Mendoza College of Business 2004 — 2005
Masters, Accounting - Tax
University of Notre Dame - Mendoza College of Business 2000 — 2004
Undergraduate Business, Accounting
Aegon USA Investment MGT LLC March 2015 - Present
Transamerica May 2014 - March 2015
Aegon USA Investment Management, LLC 2011 - May 2014
Aegon USA Investment Managment, LLC 2010 - 2011
Aegon USA Investment Management, LLC 2004 - 2010
Education
University of Northern Iowa 1999 — 2001
Bachelor's Degree, Finance
Greenspan & Associates, Inc. February 1985 - Present
Mitchell & Hartmann August 1980 - August 1983
Transamerica July 1977 - August 1980
Skills
Actuarial, Retirement Planning, Expert Witness, Pensions, 401k, Defined Benefit, Profit Sharing, Cash Balance, Divorce-QDRO Evaluation, Alternative Investments, Actuarial Science, Investments, ERISA, Fixed Annuities, Qualified Retirement..., Pension Funds, Pension Administration, Financial Services, Deferred Compensation, Asset Allocation, Valuation, Defined Contribution, Asset Management, Disability Insurance, Insurance, Retirement, Executive Pay, Retirement Plan..., Investment Advisory, Strategic Financial..., Financial Advisory, Estate Planning, Investment Management, Investment Strategies, Portfolio Management, Employee Benefits, Life Insurance, Wealth Management
Education
University of Pennsylvania - The Wharton School 1973 — 1977
BS, Economics with a Concentration of Actuarial Science
University of Pennsylvania 1973 — 1977
BA, Math
Westside High School
1-Source, Contractor for U.S. Department of Energy May 2013 - Present
Transamerica January 2010 - May 2013
Gaudette International July 2009 - December 2009
National Hirschfeld June 2008 - January 2009
Skills
Visio, Requirements Analysis, SQL, SharePoint, Object Oriented Design, Microsoft SQL Server, Troubleshooting, Integration, OOP, SDLC, Data Warehousing, SSIS, T-SQL, Agile Project Management, SSRS, Database Administration, Business Intelligence, JavaScript, Agile Methodologies, C#, ASP.NET MVC, Data Modeling, Windows Server, Database Design, Access, Active Directory, ETL, Business Analysis, ASP.NET, Software Documentation
Education
University of Phoenix 2002 — 2005
Bachelor of Science, Information Technology
Transamerica September 2006 - Present
AEGON September 2006 - Present
Alcan August 2003 - September 2006
Robert Half International May 2000 - August 2003
Skills
Recruiting, Process Improvement, Customer Service, Microsoft Office, Human Resources, Microsoft Excel, Employee Relations, Access, Microsoft Word
Education
University of Northern Iowa 1994 — 1996
Secondary Education, Spanish, French
Hawkeye Community College 1992 — 1994
AA, General Studies
EMPOWER Retirement August 2008 - Present
Diversified Retirement Corporation June 2004 - August 2008
Transamerica June 2001 - August 2008
Morgan Stanley March 1999 - March 2001
Citicorp Investment Services December 1991 - May 1998
Skills
Series 6, Series 63, 401k, Retirement Plan..., Mutual Funds, Defined Contribution, Retirement, Pensions, Profit Sharing, Retirement Planning, Spanish, Public Speaking, Non-profits, FINRA
Education
University of South Carolina-Columbia
MBA, International Business
Virginia Tech
Bachelor of Business Administration (BBA), Business Administration and Management, General
Abingdon High School, Abingdon, VA
Transamerica June 1992 - Present
Price Waterhouse August 1990 - June 1992
Skills
Insurance, Budgets, Health Insurance, Management, Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Reinsurance, Accounting, Risk Management
Education
University of Richmond - Robins School of Business 1986 — 1990
BSBA, Accounting
Transamerica Business SalesAT&TMay 2011 - Present
Skills
Online Advertising, Online Marketing, Social Media Marketing, SEO, E-commerce, Marketing Strategy, Entrepreneurship, Social Media, Advertising, Email Marketing, Digital Marketing, Marketing, Marketing Communications, Start-ups, SEM
Education
University of Phoenix 2011 — 2014
Bachelor Of Science, Criminal Justice/Management
Duke Energy October 2010 - Present
Crescent Resources, LLC September 2005 - October 2010
Transamerica April 1996 - September 2005
Education
University of the East 1983 — 1988
BS, Electronics and Communication Engineering
Access Computer School 1988 — 1989
BS, Computer Engineering
University of Santo Tomas 1980 — 1982
Associate Degree, Electronic Tech
Philippine Cultural High School 1977 — 1979
Iloilo Central Commercial High School 1974 — 1977
Transamerica January 2014 - Present
Transamerica May 2012 - December 2013
RuffaloCODY March 2007 - May 2012
RuffaloCODY June 2005 - March 2007
ITS Student Computer Centers May 2003 - June 2005
Skills
VMWare, SharePoint, Active Directory, SMTP, Project Server, Group Policy, Backup Exec, VCP, Windows Server 2003, Windows Server 2008, Microsoft Exchange, Servers, VMware ESX, Troubleshooting, Windows XP, Microsoft SQL Server, Networking, Software Documentation, Hardware, Software Installation, SQL, Linux, Server Architecture
Education
University of Northern Iowa 2002 — 2005
Bachelor, Management Information Systems
University of Northern Iowa 2002 — 2005
B.A, Management Information Systems
Transamerica August 2012 - Present
HNI Corporation February 2012 - August 2012
HNI Corporation November 2011 - February 2012
HNI Corporation 2003 - 2011
Skills
WCF, Progress 4GL, SQL, WPF, LINQ, XML, ASP.NET, C#, HTML, VBScript, WebSphere MQ, Software Development, Microsoft SQL Server, Oracle, Databases, Software Project..., SharePoint, IIS, Visio, Integration
Education
University of Northern Iowa 1993 — 1998
BA, Management Information Systems, Computer Information Systems
Transamerica February 2015 - Present
Transamerica February 2011 - February 2015
McGladrey & Pullen September 2004 - July 2010
Skills
CPA, Operational Risk..., Internal Controls, Assurance, Accounting, Financial Reporting, Auditing, Sarbanes-Oxley Act, Financial Analysis, Lean Thinking, US GAAP, GAAP, Financial Statements, Operational Risk, Operational Excellence, Operational Efficiency, Financial Accounting
Education
University of Northern Iowa 1999 — 2004
Master of Accounting, Accounting
University of Northern Iowa 1999 — 2004
Bachelor of Arts (B.A.), Accounting
Transamerica September 2013 - Present
Transamerica December 2011 - August 2013
Transamerica June 2008 - December 2011
Skills
Financial Risk, Insurance, ALM, Fixed Annuities, Risk Management, Life Insurance, Financial Modeling, VBA, Valuation, Underwriting, Health Insurance, Financial Analysis, Investments, Embedded Value, Access, Financial Reporting, Derivatives, Employee Benefits, Fixed Income, Term Life Insurance
Education
University of Northern Iowa 2006 — 2008
Bachelor of Science (BS), Actuarial Science
Transamerica October 2013 - Present
National Black MBA Association September 2013 - Present
Driven Results & Solutions November 2009 - Present
MJC Development November 2009 - June 2012
United States Air Force October 2001 - March 2009
Skills
Real Estate, Management, Satellite, Foreclosures, Marketing, Consulting, Marketing Strategy, Training, Sales, Coaching, DoD, Property, Leadership Development, Selling, Entrepreneurship, Testing, Analysis, Small Business, Recruiting, Investors, Negotiation, Strategic Planning, Property Management, Single Family Homes, Investment Properties, Leadership, Referrals, Customer Service, REO, Real Estate Transactions
Education
University of Phoenix 2009 — 2014
Master of Business Administration (M.B.A.), Marketing
DeVry University 2006 — 2009
Bachelor of Arts (B.A.), Small Business Entreprenurship
Community College of the Air Force 2003 — 2009
Associates of Applied Science, Space System Technology
Oviedo High School 1998 — 2001
High School Diploma
Transamerica April 2013 - Present
Transamerica January 2011 - April 2013
Transamerica June 2008 - December 2010
Clifton Gunderson LLP January 2007 - April 2007
Skills
Accounting, Microsoft Excel
Education
University of Northern Iowa 2003 — 2008
Bachelor of Arts (BA), Accounting and Finance
Transitions Optical May 2015 - Present
Transamerica Life Insurance Company March 2013 - Present
Transamerica Life Insurance Company August 2012 - Present
Transamerica February 1998 - August 2012
Skills
Workday, Workday HR Administrator, Workday HCM, Workday Training, Management, Workday Time Tracking, Business Analysis, Employee Benefits, SDLC, Process Improvement, Access, Requirements Analysis, Visio, Vendor Management, Workday Business..., Workday Talent and..., Group Fitness, PeopleSoft, Project Management, Team Building
Education
University of Phoenix 2009 — 2012
Master of Management
Transamerica Life Insurance Company January 2015 - Present
Transamerica Life Insurance Company January 2012 - February 2015
Transamerica September 2007 - January 2012
Skills
Fixed Annuities, Life Insurance, Index Universal Life, Universal Life, Term Life Insurance, Variable Life, Retirement Planning
Education
University of Phoenix 2011 — 2013
Transamerica September 2013 - Present
Transamerica February 2011 - August 2013
Transamerica February 2010 - February 2011
Transamerica March 2008 - February 2010
Transamerica February 2004 - March 2008
Skills
Insurance, Business Analysis, TSO, JCL, CICS, COBOL, VSAM, Mainframe, VPMS, Compliance, Document Management, Document Drafting, Software Documentation, Data Analysis, Strategic Planning, Development Of Employees, Asking Questions, Keen Listener, Positive Team Player, Business Requirements, Strategy, Requirements Gathering
Education
University of Northern Iowa
Bachelor, Management Information Systems, 3.67
Transamerica March 2014 - Present
Transamerica May 2008 - Present
AEGON Americas May 2001 - May 2008
Skills
Actuarial Science, Economic Capital, Valuation
Education
University of Northern Iowa 1997 — 2001
Actuarial Science, Statistics
Franklin Templeton Investments April 2014 - Present
Franklin Templeton Investments February 2011 - March 2014
Franklin Templeton Investments January 2005 - January 2011
Franklin Templeton Investments October 2003 - December 2004
Franklin Templeton Investments March 2001 - September 2003
Franklin Templeton Investments September 1997 - February 2001
Transamerica April 1996 - April 1997
Federated Investors March 1992 - March 1996
Skills
Financial Modeling, Capital Markets, Fund Accounting, Change Management, Securities, Strategic Financial..., Project Management, Program Management, Project Portfolio..., Corporate Finance, PeopleSoft Financials, FactSet, Hyperion Enterprise, Business Process..., Business Process..., Business Analytics, Business Requirements, Compliance, SOX Compliancy, Investment Performance, SDLC, Finance, Analysis, Business Analysis, Mutual Funds, PeopleSoft, Asset Managment, Portfolio Management, Management, Cross-functional Team..., Asset Management, Financial Planning
Education
University of Pittsburgh 1984 — 1988
Bachelor of Science (B.S.), Business/Accounting
NECG November 2014 - Present
Transamerica November 2000 - September 2014
Skills
Accounting, Microsoft Office, Financial Analysis, Analysis, Financial Reporting, Microsoft Excel, Account Reconciliation, Financial Statements, Internal Audit, Accounts Payable, Process Improvement, Sarbanes-Oxley Act, General Ledger, Financial Planning, Financial Accounting
Education
University of Phoenix 2010 — 2012
Bachelors of Finance, Finance, Music Business, Music Performance and Theory, 3.8
Annuity Marketing Services September 2012 - Present
American General Life Companies August 2011 - July 2012
Transamerica 2001 - 2008
Education
University of San Diego 1985 — 1988
BBA
Transamerica October 2014 - Present
PricewaterhouseCoopers April 2005 - February 2010
PricewaterhouseCoopers April 2005 - February 2010
Janus Capital Group January 1998 - January 2005
The Northern Trust Company January 1990 - January 1998
Education
University of Phoenix
Bachelor of Science, Management
Transamerica January 2015 - Present
River City Staffing Group May 2014 - November 2014
Polar Service Centers October 2012 - September 2013
Aerotek September 2009 - January 2012
Financial Services October 2006 - March 2009
Countrywide Bank February 2007 - February 2009
Nordstrom August 1997 - May 2007
Kaiser Permanente May 1997 - October 1998
Crow Law Offices March 1980 - January 1987
Skills
Computer Literate, Typing, Marketing Communications, Legal Services, Organizational..., Organizing, Phone Skills, Sales Operations, Direct Sales, Clerical Skills, Team Leadership, Telephone Skills, Management, Microsoft Office, Sales, Customer Service, Public Speaking, Microsoft Excel, Interviews
Education
University of Phoenix 2009 — 2013
Bachelor's Degree, Psychology
Department of Residence August 2011 - Present
Lawther Hall - Senate August 2010 - Present
Transamerica 2013 - 2013
Central College Dining Services June 2007 - November 2011
Child Care Services December 2008 - August 2010
Child Care Services July 2006 - August 2010
Central College Dining Services June 2007 - August 2009
Hawkeye Hybrids July 2006 - July 2006
Skills
Quickbooks, Word, PowerPoint, Excel, Microsoft Office
Education
University of Northern Iowa 2009 — 2014
Bachelor of Arts, Accounting
University of Northern Iowa 2009 — 2014
Bachelor of Arts, Accounting
UT Southwestern Medical Center at Dallas August 2011 - Present
UT Southwestern Medical Center March 2010 - July 2011
JS&H Orthopedic Supply November 2007 - March 2010
Axiom December 2006 - February 2007
Transamerica February 2006 - December 2006
Perot Systems Government Services July 2005 - February 2006
Intacorp March 2004 - July 2005
Aetna August 1998 - March 2004
Skills
Hospitals, Healthcare, Healthcare Management, EMR, Healthcare Information..., Critical Care, Inpatient, EHR, Microsoft Office, Windows 7, Windows XP Pro, Rumba, FirstStepp, Audit Plus, RES, Macess, EZ Claim, Star Office, Epic Resolute..., Group Wise, OnBase, OAS, PeopleSoft, Windows 8
Education
University of Phoenix 2009 — 2011
Bachelor of Science (B.S.), Health Information/Medical Records Technology/Technician
University of Phoenix 2007 — 2009
Associate of Science (AS), Electronic Medical Records
Labor Ready June 2014 - Present
Labor Ready November 2013 - Present
Transamerica December 2011 - Present
Comcast Cable Corporation January 2004 - June 2011
Bright Star Marketing 2011 - 2011
Skills
Training, Coaching, Entrepreneurship, Retirement Planning, Sales, Life Insurance, Marketing, Recruiting, Call Centers, Customer Service, Financial Analysis, Social Networking, Time Management, Team Building, Strategic Financial..., Leadership Development, Fixed Annuities, Estate Planning, Investments, Hair Care, Savings, Telecommunications, IRAs, Hair Extensions, Debt Management, Cosmetology, Small Business, Leadership, Investment Strategies, Licensed Life Insurance..., 401k Rollovers, Roth IRA, Indexed Annuities, College Savings Plans, Emergency Planning, Career Opportunities, Call Center, Art Consulting, Process Improvement, Social Media Marketing, Health Insurance, Insurance, Team Leadership, Marketing Strategy, Direct Sales, Beauty, Staffing Services, Temporary Staffing
Education
University of Phoenix 2011 — 2014
BA, Business Administration and Management
Principal Global Investors September 2015 - Present
Transamerica January 2013 - September 2015
Transamerica July 2011 - January 2013
Skills
Accounting, Financial Analysis, Corporate Finance, Financial Reporting, Finance, Tax, Financial Planning, Microsoft Excel, General Ledger, Account Reconciliation
Education
University of Northern Iowa 2010 — 2011
Accounting
University of Northern Iowa 2005 — 2008
Business Administration
Transamerica January 2014 - Present
HeartSong Church December 2003 - Present
AVON May 2011 - July 2012
Skills
Administrative Processes, Administration, Office Management, Supervisory Skills, Project Planning
Education
University of South Florida 1998 — 2002
BA, Interpersonal & Organization Communication
Winter Haven High School 1994 — 1998
Transamerica July 2012 - Present
Mercer October 2011 - June 2012
Rockwell Collins June 2008 - June 2010
Sadler Companies November 2005 - April 2008
Kelly Services June 2004 - November 2005
GMT Corporation May 2003 - May 2004
Skills
Human Resources, HRIS, Payroll, Employee Benefits
Education
University of Northern Iowa 2000 — 2005
Bachelor of Arts (BA)
Aegon September 2012 - Present
Transamerica Life Insurance Company March 2012 - September 2012
Transamerica Life Insurance Company March 2010 - March 2012
Transamerica August 2007 - March 2010
City of Cedar Rapids September 2003 - August 2007
Principal Financial Group June 1995 - September 2003
Skills
Financial Reporting, Financial Accounting, Financial Analysis, Accounting, Microsoft Excel, Account Reconciliation, Insurance, General Ledger, GAAP, Budgets, Management, Variance Analysis, Access
Education
University of Northern Iowa 1991 — 1995
Bachelor of Arts (B.A.), Accounting
NAIFA Los Angeles June 2010 - Present
Symphony Teleca August 2011 - July 2012
Abundant Harvest January 2007 - July 2010
Living Way Christian Academy May 2005 - August 2007
Transamerica July 1985 - June 2004
Education
Harvest School of Ministry 2006 — 2009
BS Biblical Studies
University of Phoenix 1999 — 2002
BS Business & Information Systems
Transamerica December 2007 - Present
UC Davis July 2007 - July 2009
Harvard University July 2006 - July 2007
Education
University of Rochester 2002 — 2006
Doctor of Philosophy (Ph.D.), Organic Chemistry
Wuhan University 1997 — 2001
Bachelor of Science (BS), Chemistry
Transamerica April 2012 - Present
Skills
Microsoft Office, Financial Analysis, Customer Service, PowerPoint, Microsoft Word, Project Management, Strategic Planning, Business Analysis, Business Strategy
Education
University of Phoenix 2008 — 2011
Bachelor's degree, Business Administration, Management and Operations
Novato High School 1989 — 1992
Mercedes-Benz Financial Services USA LLC July 2014 - January 2015
TD Ameritrade September 2013 - May 2014
Transamerica September 2006 - July 2013
InvestorsBank December 1998 - June 2006
Nalco September 1993 - June 1995
Skills
Microsoft Excel, Microsoft Word, Accounts Payable, Microsoft Office, Accounting, QuickBooks, Customer Service, PowerPoint, SAP, ALFA, SourceHOV
Education
University of Phoenix 2008 — 2012
Bachelor's degree, Accounting
Transamerica February 2010 - Present
Bank Of America March 2005 - February 2010
Education
University of Phoenix 2004 — 2009
Bachelor's Degree, Business Administration and Management, 3.4
University Of Phoenix
Transamerica July 2011 - Present
Transamerica March 2008 - July 2011
Vangent, Inc. December 2005 - March 2008
Vangent, Inc. April 2005 - December 2005
Vangent, Inc. 2002 - 2005
WorldCom 2000 - 2002
WorldCom 1998 - 2000
MCI Telecommunications Corporation 1995 - 1998
MCI Telecommunications Corporation 1994 - 1995
Education
University of Phoenix 2003 — 2007
Master of Business Administration (MBA)
University of Northern Iowa 1990 — 1994
Bachelor of Arts (B.A.), Accounting
CME Group April 2007 - Present
University of Pittsburgh January 2003 - April 2006
Transamerica April 2004 - August 2004
Skills
Powershell, VBScript, Windows Scripting, Windows 7, Windows XP Pro, Desktop Imaging, Virtual Desktop..., Citrix, Zenworks, Software Packaging, SCCM, Mac OS, iPhone Support, Android Support, Mobile Device Management, Windows 8
Education
University of Pittsburgh 2002 — 2007
Computer Science