Transamerica Company
Industry: Insurance company
DescriptionThe Transamerica Corporation is an American holding company for various life insurance companies and investment firms operating primarily in the United States, offering life and supplemental health insurance, investments, and retirement services. Headquarters: Cedar Rapids, Iowa, United States Parent organization: Aegon N.V. CEO: Mark W. Mullin (Jan 2010–) Founder: Amadeo Giannini Founded: 1928, San Francisco, California, United States Subsidiaries: World Financial Group,
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Transamerica Employees
Employee
Years
Job
Industry
Ryan G. Christensen Ryan G. Christensen's Transamerica Experience May 2006 - June 2009
Job Senior Recruiter at MedPartners
Industry Hospital & Health Care
Experience
MedPartners July 2015 - Present
MedPartners HIM August 2014 - July 2015
Kforce Healthcare August 2013 - August 2014
CIGNA Healthcare March 2011 - August 2013
CIGNA Healthcare March 2010 - March 2011
Transamerica May 2006 - June 2009
Transamerica April 2004 - April 2006
T. Rowe Price October 2002 - April 2004
Skills
Sales, Insurance, Employee Benefits, Account Management, Customer Service, Cold Calling, New Business Development, Mutual Funds, Fixed Annuities, Healthcare Information..., Health Insurance, Life Insurance, 401k, Salesforce.com, Manage Client..., Variable Annuities, Financial Services, Client Presentation, Client Development, ICD-10, Staff Augmentation, Health Information..., Clinical Documentation...
Education
University of South Florida
Bachelor of Science (B.S.), Marketing
MedPartners July 2015 - Present
MedPartners HIM August 2014 - July 2015
Kforce Healthcare August 2013 - August 2014
CIGNA Healthcare March 2011 - August 2013
CIGNA Healthcare March 2010 - March 2011
Transamerica May 2006 - June 2009
Transamerica April 2004 - April 2006
T. Rowe Price October 2002 - April 2004
Skills
Sales, Insurance, Employee Benefits, Account Management, Customer Service, Cold Calling, New Business Development, Mutual Funds, Fixed Annuities, Healthcare Information..., Health Insurance, Life Insurance, 401k, Salesforce.com, Manage Client..., Variable Annuities, Financial Services, Client Presentation, Client Development, ICD-10, Staff Augmentation, Health Information..., Clinical Documentation...
Education
University of South Florida
Bachelor of Science (B.S.), Marketing
Mindy Dunkle's Transamerica Experience 2000 - 2002
Job Contract Administrator at City of Hope
Industry Hospital & Health Care
Experience
City of Hope October 2006 - Present
DPC November 2002 - October 2006
Transamerica 2000 - 2002
Skills
Healthcare, Hospitals, Healthcare Information..., Administrative..., PeopleSoft, Office Management, Event Planning, Event Management
Education
University of Southern California 1988 — 1992
Bachelor of Business Administration (BBA)
City of Hope October 2006 - Present
DPC November 2002 - October 2006
Transamerica 2000 - 2002
Skills
Healthcare, Hospitals, Healthcare Information..., Administrative..., PeopleSoft, Office Management, Event Planning, Event Management
Education
University of Southern California 1988 — 1992
Bachelor of Business Administration (BBA)
Maria Lisa Crater, CFE, CPA's Transamerica Experience January 2015 - Present
Job Lead Accountant at Transamerica
Industry Financial Services
Experience
Transamerica January 2015 - Present
Yale Capital Corporation April 2013 - January 2015
Lisa Crater, CPA August 2012 - March 2013
Eagle Asset Management September 2008 - July 2012
Eagle Asset Management July 1994 - September 2008
Eagle Asset Management July 1989 - July 1994
Raymond James Financial Inc. July 1986 - July 1989
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Audit, Crystal Reports, Hyperion Reports, Internal Controls, SQL, MS Office, Oracle Applications, Computron, QuickBooks, Equities
Education
University of South Florida 1984 — 1986
Bachelor of Arts (B.A.), Accounting
Northeast High School
High School Diploma
Transamerica January 2015 - Present
Yale Capital Corporation April 2013 - January 2015
Lisa Crater, CPA August 2012 - March 2013
Eagle Asset Management September 2008 - July 2012
Eagle Asset Management July 1994 - September 2008
Eagle Asset Management July 1989 - July 1994
Raymond James Financial Inc. July 1986 - July 1989
Skills
Accounting, Financial Analysis, Financial Reporting, Auditing, Internal Audit, Crystal Reports, Hyperion Reports, Internal Controls, SQL, MS Office, Oracle Applications, Computron, QuickBooks, Equities
Education
University of South Florida 1984 — 1986
Bachelor of Arts (B.A.), Accounting
Northeast High School
High School Diploma
Silviana Zub, RPA's Transamerica Experience June 2007 - November 2008
Job Underwriting Analyst (Life Insurance) at AIG
Industry Insurance
Matthew Hetrick Matthew Hetrick's Transamerica Experience October 2000 - June 2006
Job Financial Services Professional
Industry Financial Services
Experience
RAYMOND JAMES FINANCIAL SERVICES April 2007 - April 2013
Transamerica October 2000 - June 2006
The Bank of Tampa September 1999 - September 2000
FRANKLIN TEMPLETON September 1998 - September 1999
Skills
Series 7, Series 24, Series 66, Series 53, Series 4, Investments, Variable Annuities, Fixed Annuities, Indexed Annuities, Insurance, Management, Securities, Retirement Planning, Trading, Mutual Funds, REIT, Limited Partnerships, Time Management, ETFs, Accounts Payable, Microsoft Excel, Asset Allocation, Financial Advisory, PowerPoint, Policy, Security, Wealth Management, Financial Services, Strategic Financial..., Portfolio Management
Education
University of South Florida
Bachelor of Science, Finance
RAYMOND JAMES FINANCIAL SERVICES April 2007 - April 2013
Transamerica October 2000 - June 2006
The Bank of Tampa September 1999 - September 2000
FRANKLIN TEMPLETON September 1998 - September 1999
Skills
Series 7, Series 24, Series 66, Series 53, Series 4, Investments, Variable Annuities, Fixed Annuities, Indexed Annuities, Insurance, Management, Securities, Retirement Planning, Trading, Mutual Funds, REIT, Limited Partnerships, Time Management, ETFs, Accounts Payable, Microsoft Excel, Asset Allocation, Financial Advisory, PowerPoint, Policy, Security, Wealth Management, Financial Services, Strategic Financial..., Portfolio Management
Education
University of South Florida
Bachelor of Science, Finance
Walter John Slupecki Walter John Slupecki's Transamerica Experience January 2015 - Present
Job Life Customer Service Representative at Transamerica
Industry Insurance
Experience
Transamerica January 2015 - Present
Progressive Insurance April 2013 - January 2015
Time Inc. July 2010 - April 2013
Burlington Coat Factory November 2007 - May 2010
Vector Marketing January 2010 - April 2010
Target August 2006 - January 2007
Skills
Great Communication, Customer Service, Direct Sales, Cross Selling, Team Oriented, Dependable, Team-oriented, Customer Experience
Education
University of South Florida - College of Business Administration 2010 — 2012
Bachelor of Science (B.S.), Marketing
University of South Florida 2009 — 2012
Bachelor of Science (BS), Marketing
Hillsborough Community College 2006 — 2009
Associate of Arts (A.A.), Accounting
Transamerica January 2015 - Present
Progressive Insurance April 2013 - January 2015
Time Inc. July 2010 - April 2013
Burlington Coat Factory November 2007 - May 2010
Vector Marketing January 2010 - April 2010
Target August 2006 - January 2007
Skills
Great Communication, Customer Service, Direct Sales, Cross Selling, Team Oriented, Dependable, Team-oriented, Customer Experience
Education
University of South Florida - College of Business Administration 2010 — 2012
Bachelor of Science (B.S.), Marketing
University of South Florida 2009 — 2012
Bachelor of Science (BS), Marketing
Hillsborough Community College 2006 — 2009
Associate of Arts (A.A.), Accounting
Scott Finnegan Scott Finnegan's Transamerica Experience October 1998 - October 2000
Job Regional Vice President
Industry Financial Services
Experience
Crossroads Capital Advisors April 2012 - Present
Cornerstone Real Estate Funds April 2009 - April 2011
AIG SunAmerica January 2008 - April 2009
Allianz March 2007 - January 2008
Merrill Lynch July 2006 - March 2007
Nationwide Financial January 2001 - July 2006
Transamerica October 1998 - October 2000
Manulife Wood Logan Associates November 1995 - October 1998
Skills
Securities
Education
University of Southern California 1991 — 1994
bachelor of science, Finance
Crossroads Capital Advisors April 2012 - Present
Cornerstone Real Estate Funds April 2009 - April 2011
AIG SunAmerica January 2008 - April 2009
Allianz March 2007 - January 2008
Merrill Lynch July 2006 - March 2007
Nationwide Financial January 2001 - July 2006
Transamerica October 1998 - October 2000
Manulife Wood Logan Associates November 1995 - October 1998
Skills
Securities
Education
University of Southern California 1991 — 1994
bachelor of science, Finance
Scott McGovern Scott McGovern's Transamerica Experience December 2011 - December 2013
Job Regional Sales Partner at Transamerica Life Distributors
Industry Financial Services
Experience
Transamerica Life Distributors December 2013 - Present
Transamerica December 2011 - December 2013
Transamerica February 2007 - December 2011
Skills
Life Insurance, Fixed Annuities, Term Life Insurance, Retirement, Sales, Underwriting, Long-term Care, Customer Service, Account Management, Sales Process, Insurance, Call Centers, General Insurance, New Business Development, Management, Series 6
Education
University of South Florida 1996 — 1999
Bachelor of Arts (B.A.), Economics
Transamerica Life Distributors December 2013 - Present
Transamerica December 2011 - December 2013
Transamerica February 2007 - December 2011
Skills
Life Insurance, Fixed Annuities, Term Life Insurance, Retirement, Sales, Underwriting, Long-term Care, Customer Service, Account Management, Sales Process, Insurance, Call Centers, General Insurance, New Business Development, Management, Series 6
Education
University of South Florida 1996 — 1999
Bachelor of Arts (B.A.), Economics
Ceil Hansen's Transamerica Experience March 2008 - February 2009
Job Author, Speaker, Personal Development Coach
Industry Education Management
Experience
Woskshop Leader April 2002 - Present
Various Fortune 500 Companies March 1991 - 2012
Transamerica March 2008 - February 2009
American University of Health Sciences June 2005 - February 2009
Universal Studios January 1994 - June 2001
Los Angeles World Airports June 1992 - February 1994
Pinnacle Communications, Inc (Information Technology) February 1990 - January 1992
Skills
Seminar Speaker, Speaking Engagements, Goal Development, On-air Talent, Staff Development, Training, Coaching, Leadership, Emotional Intelligence, Motivational Speaking, Train the Trainer, Recruiting, Business Communications, Management, Business, Instructional Design, Organizational..., Public Speaking, E-Learning, Radio Host, Leadership Development, Employee Training, Personal Development, Executive Coaching, Training Delivery, Needs Analysis, Strategy, Entrepreneurship, Talent Management, Career Counseling, Team Building, Conflict Resolution, Employee Engagement, Adult Education, Captivate, Business Coaching, Onboarding, Employee Relations, Interviews, Team Leadership, Strategic Planning, Marketing, Instructor-led Training, Project Management, Teaching, Social Media, Organizational..., Hands-on Training, Marketing Strategy, Small Business
Education
University of Southern California
FASTRAC Business Management (Business Expansion Network Management Program)
Woskshop Leader April 2002 - Present
Various Fortune 500 Companies March 1991 - 2012
Transamerica March 2008 - February 2009
American University of Health Sciences June 2005 - February 2009
Universal Studios January 1994 - June 2001
Los Angeles World Airports June 1992 - February 1994
Pinnacle Communications, Inc (Information Technology) February 1990 - January 1992
Skills
Seminar Speaker, Speaking Engagements, Goal Development, On-air Talent, Staff Development, Training, Coaching, Leadership, Emotional Intelligence, Motivational Speaking, Train the Trainer, Recruiting, Business Communications, Management, Business, Instructional Design, Organizational..., Public Speaking, E-Learning, Radio Host, Leadership Development, Employee Training, Personal Development, Executive Coaching, Training Delivery, Needs Analysis, Strategy, Entrepreneurship, Talent Management, Career Counseling, Team Building, Conflict Resolution, Employee Engagement, Adult Education, Captivate, Business Coaching, Onboarding, Employee Relations, Interviews, Team Leadership, Strategic Planning, Marketing, Instructor-led Training, Project Management, Teaching, Social Media, Organizational..., Hands-on Training, Marketing Strategy, Small Business
Education
University of Southern California
FASTRAC Business Management (Business Expansion Network Management Program)
Mike Casali Mike Casali's Transamerica Experience November 2012 - Present
Job Senior Mgr / Asst Director, Technology Services at Transamerica
Industry Insurance
Experience
Transamerica November 2012 - Present
Transamerica Life Insurance Company February 2011 - November 2012
AEGON January 2008 - July 2011
AEGON February 1999 - January 2008
AEGON January 1995 - February 1999
Skills
IVR, CTI, Call Center, Application Development, Java, SQL, Requirements Analysis, Insurance, Visio, VB.NET, ASP, Enterprise Architecture, Software Development, Call Centers, Database Design, Databases, Disaster Recovery, Management, Software Documentation, SDLC, SOA, Vendor Management, MS Project, IT Management, Microsoft SQL Server, SharePoint, Business Analysis, Business Intelligence, Software Project..., Visual Basic, Process Improvement, Systems Analysis, Requirements Gathering, COBOL, PL/SQL, Web Services, XML, Solution Architecture, Agile Project Management, Oracle, Data Warehousing, Access, Analysis, Agile Methodologies, Integration
Education
University of South Florida 1991 — 1994
BS, Physics
Transamerica November 2012 - Present
Transamerica Life Insurance Company February 2011 - November 2012
AEGON January 2008 - July 2011
AEGON February 1999 - January 2008
AEGON January 1995 - February 1999
Skills
IVR, CTI, Call Center, Application Development, Java, SQL, Requirements Analysis, Insurance, Visio, VB.NET, ASP, Enterprise Architecture, Software Development, Call Centers, Database Design, Databases, Disaster Recovery, Management, Software Documentation, SDLC, SOA, Vendor Management, MS Project, IT Management, Microsoft SQL Server, SharePoint, Business Analysis, Business Intelligence, Software Project..., Visual Basic, Process Improvement, Systems Analysis, Requirements Gathering, COBOL, PL/SQL, Web Services, XML, Solution Architecture, Agile Project Management, Oracle, Data Warehousing, Access, Analysis, Agile Methodologies, Integration
Education
University of South Florida 1991 — 1994
BS, Physics
Reid Iwane, CPA's Transamerica Experience 1998 - 1999
Job Subject Matter Expert for Accounting and Finance
Industry Accounting
Experience
Hyundai Capital America January 2013 - February 2015
American Honda Finance Company May 2008 - January 2013
Centro Properties Group November 2006 - January 2008
Coffee Bean April 2003 - October 2006
Mercury Insurance 2002 - 2003
Ernst and Young 2001 - 2002
Transamerica 1998 - 1999
Skills
Accounting, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Auditing, Financial Analysis, Financial Accounting, General Ledger, GAAP, Internal Audit, Financial Statements, SEC filings, Microsoft Excel, Access, US GAAP, CPA, Financial Modeling, Account Reconciliation, Financial Forecasting, Recruiting, P, Analysis, Big 4, Finance, Management
Education
University of Southern California 1997 — 2001
Leventhal School of Accounting, Accounting, 3.7 Cumulative GPA and 3.9 Accounting GPA
University of Southern California 1997 — 2001
Bachelor's degree, Accounting, 3.7 Cumulative GPA and 3.9 Accounting GPA
Hyundai Capital America January 2013 - February 2015
American Honda Finance Company May 2008 - January 2013
Centro Properties Group November 2006 - January 2008
Coffee Bean April 2003 - October 2006
Mercury Insurance 2002 - 2003
Ernst and Young 2001 - 2002
Transamerica 1998 - 1999
Skills
Accounting, Sarbanes-Oxley Act, Financial Reporting, Internal Controls, Auditing, Financial Analysis, Financial Accounting, General Ledger, GAAP, Internal Audit, Financial Statements, SEC filings, Microsoft Excel, Access, US GAAP, CPA, Financial Modeling, Account Reconciliation, Financial Forecasting, Recruiting, P, Analysis, Big 4, Finance, Management
Education
University of Southern California 1997 — 2001
Leventhal School of Accounting, Accounting, 3.7 Cumulative GPA and 3.9 Accounting GPA
University of Southern California 1997 — 2001
Bachelor's degree, Accounting, 3.7 Cumulative GPA and 3.9 Accounting GPA
Tom Jaehnel Tom Jaehnel's Transamerica Experience June 2003 - July 2004
Job Regional Marketing Director at OneAmerica
Industry Financial Services
Experience
OneAmerica 2008 - Present
Allstate Financial Services, LLC April 2005 - June 2008
Transamerica June 2003 - July 2004
SunAmerica Financial Group January 1997 - August 2002
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement, 401k, Retirement Planning, Series 63, Mutual Funds, Variable Annuities, Series 7, Long Term Care Insurance, Financial Services, Employee Benefits, Finance, Financial Advisory, Series 6, IRAs, FINRA, Portfolio Management, Long-term Care, Series 65
Education
University of Southern California 1990 — 1993
Bachelor of Science (B.S.), Business Administration and Management, Finance
OneAmerica 2008 - Present
Allstate Financial Services, LLC April 2005 - June 2008
Transamerica June 2003 - July 2004
SunAmerica Financial Group January 1997 - August 2002
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement, 401k, Retirement Planning, Series 63, Mutual Funds, Variable Annuities, Series 7, Long Term Care Insurance, Financial Services, Employee Benefits, Finance, Financial Advisory, Series 6, IRAs, FINRA, Portfolio Management, Long-term Care, Series 65
Education
University of Southern California 1990 — 1993
Bachelor of Science (B.S.), Business Administration and Management, Finance
Maureen Garish Maureen Garish's Transamerica Experience August 2012 - Present
Job Director of Adminstration, New Business at Transamerica
Industry Insurance
Experience
Transamerica August 2012 - Present
Transamerica March 2012 - Present
Transamerica Financial Life Insurance Company January 2011 - March 2012
AEGON January 2009 - January 2011
Skills
Fixed Annuities, Life Insurance, Insurance, Health Insurance, FINRA, Retirement, Retirement Planning, Financial Risk, Financial Services, Financial Planners, Universal Life, Investments, Term Life Insurance, General Insurance
Education
University of South Florida 1992 — 1994
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Transamerica August 2012 - Present
Transamerica March 2012 - Present
Transamerica Financial Life Insurance Company January 2011 - March 2012
AEGON January 2009 - January 2011
Skills
Fixed Annuities, Life Insurance, Insurance, Health Insurance, FINRA, Retirement, Retirement Planning, Financial Risk, Financial Services, Financial Planners, Universal Life, Investments, Term Life Insurance, General Insurance
Education
University of South Florida 1992 — 1994
Bachelor of Arts (B.A.), English Literature (British and Commonwealth)
Rex Olson Rex Olson's Transamerica Experience 1996 - 1999
Job Senior Managing Director at Pacific Asset Management
Industry Investment Management
Experience
Pacific Asset Management 2007 - Present
Pacific Life 2000 - 2007
GE Capital 1999 - 2000
Transamerica 1996 - 1999
Mitsubishi Trust 1986 - 1996
Education
University of Southern California
Bachelor of Science, Finance
University of Southern California - Marshall School of Business
MBA
Pacific Asset Management 2007 - Present
Pacific Life 2000 - 2007
GE Capital 1999 - 2000
Transamerica 1996 - 1999
Mitsubishi Trust 1986 - 1996
Education
University of Southern California
Bachelor of Science, Finance
University of Southern California - Marshall School of Business
MBA
Phil Stearne Phil Stearne's Transamerica Experience 1985 - 2000
Job President and CEO Practice Maximizers Inc.
Industry Management Consulting
Experience
Practice Maximizers Inc. February 2012 - Present
Situs Companies inc October 2010 - October 2011
Lereta February 2004 - January 2010
First American Tax Valuations November 2001 - October 2002
usfprocessors March 2000 - February 2001
Transamerica 1985 - 2000
Skills
Access, Business Analysis, Real Estate, Budget, Strategic Planning, Microsoft Excel, Property Tax, Risk Management, Due Diligence, Team Building, Business Development, Budgets, Management, Financial Analysis, Training, Customer Service, Analysis, Project Management, Financial Reporting, Strategy, Process Improvement, Leadership, Start-ups, Vendor Management, Integration, Management Consulting
Education
Northwood 1999 — 2000
BBA, Business Administration
University of Southampton 1972 — 1976
METAC, Marine Engineering
Pangbourne College 1968 — 1972
St Catherines 1959 — 1967
Practice Maximizers Inc. February 2012 - Present
Situs Companies inc October 2010 - October 2011
Lereta February 2004 - January 2010
First American Tax Valuations November 2001 - October 2002
usfprocessors March 2000 - February 2001
Transamerica 1985 - 2000
Skills
Access, Business Analysis, Real Estate, Budget, Strategic Planning, Microsoft Excel, Property Tax, Risk Management, Due Diligence, Team Building, Business Development, Budgets, Management, Financial Analysis, Training, Customer Service, Analysis, Project Management, Financial Reporting, Strategy, Process Improvement, Leadership, Start-ups, Vendor Management, Integration, Management Consulting
Education
Northwood 1999 — 2000
BBA, Business Administration
University of Southampton 1972 — 1976
METAC, Marine Engineering
Pangbourne College 1968 — 1972
St Catherines 1959 — 1967
Dominic Ireland Dominic Ireland's Transamerica Experience December 2012 - August 2015
Job Implementation Consultant
Industry Human Resources
Experience
TriNet August 2015 - Present
Transamerica December 2012 - August 2015
Enterprise Rent-A-Car February 2012 - December 2012
CBS Radio April 2010 - July 2011
Skills
Customer Service, Public Speaking, Management, Business Analysis, Business Strategy, Leadership, Marketing, Marketing Strategy, Research, Sales
Education
University of Southern California
Bachelor's degree, Communication and Media Studies
TriNet August 2015 - Present
Transamerica December 2012 - August 2015
Enterprise Rent-A-Car February 2012 - December 2012
CBS Radio April 2010 - July 2011
Skills
Customer Service, Public Speaking, Management, Business Analysis, Business Strategy, Leadership, Marketing, Marketing Strategy, Research, Sales
Education
University of Southern California
Bachelor's degree, Communication and Media Studies
Lawrence Roemer Lawrence Roemer's Transamerica Experience July 2013 - June 2015
Job Agency Manager at Living Benefit Solutions
Industry Financial Services
Experience
Living Benefit Solutions June 2015 - Present
Transamerica July 2013 - June 2015
Transamerica Financial Advisors, Inc. April 2010 - July 2013
Western Reserve Life April 2006 - April 2010
Donahue Macchia Ray, LLC June 2002 - February 2005
Education
University of South Florida - College of Business Administration 2006 — 2010
Finance, Finance, Economics, International Business
Living Benefit Solutions June 2015 - Present
Transamerica July 2013 - June 2015
Transamerica Financial Advisors, Inc. April 2010 - July 2013
Western Reserve Life April 2006 - April 2010
Donahue Macchia Ray, LLC June 2002 - February 2005
Education
University of South Florida - College of Business Administration 2006 — 2010
Finance, Finance, Economics, International Business
Layne Tally's Transamerica Experience December 2010 - April 2012
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Transamerica December 2010 - April 2012
Trust Company of the West September 2007 - December 2010
Morgan Stanley April 2006 - August 2007
Fairfield June 2004 - August 2004
Skills
Financial Modeling, Sales, Strategy, Series 7, Investments, Financial Analysis, Finance, Valuation
Education
University of Southern California 2003 — 2007
BS, Business Administration
Merrill Lynch September 2011 - Present
Transamerica December 2010 - April 2012
Trust Company of the West September 2007 - December 2010
Morgan Stanley April 2006 - August 2007
Fairfield June 2004 - August 2004
Skills
Financial Modeling, Sales, Strategy, Series 7, Investments, Financial Analysis, Finance, Valuation
Education
University of Southern California 2003 — 2007
BS, Business Administration
Joseph Solomon, CPA Joseph Solomon, CPA's Transamerica Experience September 2011 - June 2012
Job CEO/President of Joseph Solomon, P.A.
Industry Accounting
Experience
Joseph Solomon, P.A. January 2009 - Present
MetLife September 2012 - Present
Transamerica September 2011 - June 2012
CCE Services, Inc January 2004 - June 2011
The David J. Joseph Company March 2010 - February 2011
Cushman & Wakefield December 2007 - June 2008
Cohen & Grieb, P.A. June 2006 - November 2007
Skills
Accounting, Tax, Consulting, Financial Reporting, Account Reconciliation, General Ledger, GAAP, Corporate Tax, Financial Accounting, Internal Controls, Financial Statements, SEC filings, Sarbanes-Oxley Act, Auditing, Fixed Assets, Income Tax, Tax Preparation, Tax Returns, Tax Accounting, sales tax, Payroll Taxes, Small Business, Government Accounting, QuickBooks, Microsoft Office, Microsoft Excel, Access, MDX, Microsoft SQL Server, Estate Tax Planning, Life Insurance, Visual Basic, Oracle SQL, Monarch Pro, AutoCAD, Public Speaking, Member of Toastmasters, Lease Audit, IRS problem resolution, Sales Tax, Accounts Receivable, Cash Flow, Journal Entries, Payroll, Analysis, Accounts Payable
Education
University of South Florida 2004 — 2008
B.S, Accounting
South Sumter High 1999 — 2001
High School
Joseph Solomon, P.A. January 2009 - Present
MetLife September 2012 - Present
Transamerica September 2011 - June 2012
CCE Services, Inc January 2004 - June 2011
The David J. Joseph Company March 2010 - February 2011
Cushman & Wakefield December 2007 - June 2008
Cohen & Grieb, P.A. June 2006 - November 2007
Skills
Accounting, Tax, Consulting, Financial Reporting, Account Reconciliation, General Ledger, GAAP, Corporate Tax, Financial Accounting, Internal Controls, Financial Statements, SEC filings, Sarbanes-Oxley Act, Auditing, Fixed Assets, Income Tax, Tax Preparation, Tax Returns, Tax Accounting, sales tax, Payroll Taxes, Small Business, Government Accounting, QuickBooks, Microsoft Office, Microsoft Excel, Access, MDX, Microsoft SQL Server, Estate Tax Planning, Life Insurance, Visual Basic, Oracle SQL, Monarch Pro, AutoCAD, Public Speaking, Member of Toastmasters, Lease Audit, IRS problem resolution, Sales Tax, Accounts Receivable, Cash Flow, Journal Entries, Payroll, Analysis, Accounts Payable
Education
University of South Florida 2004 — 2008
B.S, Accounting
South Sumter High 1999 — 2001
High School
Rick Mathewson's Transamerica Experience 1979 - 1994
Job IT Director at DaVita
Industry Hospital & Health Care
Experience
DaVita February 2009 - Present
St. Jude Medical 2006 - April 2008
Transamerica 1979 - 1994
Education
University of Southern California 1975 — 1979
DaVita February 2009 - Present
St. Jude Medical 2006 - April 2008
Transamerica 1979 - 1994
Education
University of Southern California 1975 — 1979
Vinnie Beltran's Transamerica Experience October 1989 - October 1992
Job Supply Chain Analyst at Ralph Lauren
Industry Packaging and Containers
Experience
Ralph Lauren April 2012 - Present
D&W Fine Pack August 2006 - April 2012
Namm California April 2003 - August 2006
Colton Joint Unified School District August 2000 - April 2003
California State University San Bernardino January 2000 - July 2000
Community Development Commission, County of Los Angeles May 1998 - December 1999
ADP October 1996 - April 1998
Investment Company Administration Corp August 1995 - October 1996
Los Angeles Archdiocese October 1992 - July 1995
Transamerica October 1989 - October 1992
Skills
Process Improvement, Management, Customer Service, Inventory Management, Microsoft Excel, Strategic Planning, Forecasting, Microsoft Office, Finance, PowerPoint
Education
University of Southern California 1985 — 1987
BS, Finance
Mark Keppel High School
Ralph Lauren April 2012 - Present
D&W Fine Pack August 2006 - April 2012
Namm California April 2003 - August 2006
Colton Joint Unified School District August 2000 - April 2003
California State University San Bernardino January 2000 - July 2000
Community Development Commission, County of Los Angeles May 1998 - December 1999
ADP October 1996 - April 1998
Investment Company Administration Corp August 1995 - October 1996
Los Angeles Archdiocese October 1992 - July 1995
Transamerica October 1989 - October 1992
Skills
Process Improvement, Management, Customer Service, Inventory Management, Microsoft Excel, Strategic Planning, Forecasting, Microsoft Office, Finance, PowerPoint
Education
University of Southern California 1985 — 1987
BS, Finance
Mark Keppel High School
Kirk Kim's Transamerica Experience January 2010 - April 2011
Job Principal at KB Acquisitions, LLC
Industry Investment Management
Experience
KB Acquisitions, LLC April 2014 - Present
Granite Investment Partners April 2011 - April 2014
Greenbelt Capital Management, LLC April 2011 - December 2012
Transamerica January 2010 - April 2011
Transamerica Investment Management, LLC September 2008 - April 2011
Transamerica Investment Management April 2005 - April 2011
Transamerica Investment Management February 1997 - April 2011
Transamerica Investment Services February 1998 - April 2000
Transamerica Investment Services February 1997 - January 2000
Skills
Investments, Asset Managment, Alternative Investments, Hedge Funds, Equities, Portfolio Management, Mutual Funds, Fixed Income, Equity Research, Asset Allocation, Securities, Investment Strategies, Series 63, Investment Advisory, Asset Management, Financial Services, Investment Management, Bloomberg, Bonds, Derivatives
Education
University of Southern California 2003 — 2005
Bachelor of Science (BS), Finance, General
KB Acquisitions, LLC April 2014 - Present
Granite Investment Partners April 2011 - April 2014
Greenbelt Capital Management, LLC April 2011 - December 2012
Transamerica January 2010 - April 2011
Transamerica Investment Management, LLC September 2008 - April 2011
Transamerica Investment Management April 2005 - April 2011
Transamerica Investment Management February 1997 - April 2011
Transamerica Investment Services February 1998 - April 2000
Transamerica Investment Services February 1997 - January 2000
Skills
Investments, Asset Managment, Alternative Investments, Hedge Funds, Equities, Portfolio Management, Mutual Funds, Fixed Income, Equity Research, Asset Allocation, Securities, Investment Strategies, Series 63, Investment Advisory, Asset Management, Financial Services, Investment Management, Bloomberg, Bonds, Derivatives
Education
University of Southern California 2003 — 2005
Bachelor of Science (BS), Finance, General
Nishant Kaushik's Transamerica Experience July 2005 - Present
Job Vendor Integration Management
Industry Insurance
Experience
Transamerica July 2005 - Present
Skills
SOA, Web Services, J2EE, Salesforce.com, Software Project..., Project Implementation, Project Planning, Oracle, SSRS, Web Development, Spring, Hibernate, WebSphere ESB, Google Analytics, AJAX, Enterprise Architecture, ACORD, Project Management, Six Sigma, LOMA, Technical Leadership, Technical Project..., Technical Architecture, Insurance, New Business Development, Underwriting, Process Engineering, Process Improvement, Business Analysis, Business Strategy
Education
University of Southern California 2003 — 2005
Masters, Computer science
Transamerica July 2005 - Present
Skills
SOA, Web Services, J2EE, Salesforce.com, Software Project..., Project Implementation, Project Planning, Oracle, SSRS, Web Development, Spring, Hibernate, WebSphere ESB, Google Analytics, AJAX, Enterprise Architecture, ACORD, Project Management, Six Sigma, LOMA, Technical Leadership, Technical Project..., Technical Architecture, Insurance, New Business Development, Underwriting, Process Engineering, Process Improvement, Business Analysis, Business Strategy
Education
University of Southern California 2003 — 2005
Masters, Computer science
Alisha Hickenbotham's Transamerica Experience March 2011 - Present
Job Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica March 2011 - Present
Pacific Coast Lending March 2009 - May 2010
JPMorgan Chase & Co. April 2005 - February 2009
Skills
Business Analysis, Business Process, Insurance, Process Improvement, Public Speaking, Requirements Analysis, Team Leadership
Education
University of Southern California
B.A., Italian Language and Literature
University of Southern California
Bachelor of Science (B.S.), Business Administration
Transamerica March 2011 - Present
Pacific Coast Lending March 2009 - May 2010
JPMorgan Chase & Co. April 2005 - February 2009
Skills
Business Analysis, Business Process, Insurance, Process Improvement, Public Speaking, Requirements Analysis, Team Leadership
Education
University of Southern California
B.A., Italian Language and Literature
University of Southern California
Bachelor of Science (B.S.), Business Administration
Laura Bodo, MBA's Transamerica Experience February 2015 - Present
Job Senior Business Systems Analyst at Transamerica
Industry Financial Services
Experience
Transamerica February 2015 - Present
Protective Life November 2007 - February 2015
Altec Capital Services January 2007 - October 2007
Mason Law April 2003 - December 2004
Tampa Bay Steel Corporation September 1996 - January 2001
MetLife June 1984 - March 1996
Skills
Business Analysis, Process Improvement, Requirements Gathering, Business Requirements, Leadership, Strategic Leadership, Microsoft Excel, Public Speaking, PowerPoint, Group Presentations, Resourceful..., Project Management, Change Management, Relationship Management, Reporting & Analysis, Team Motivation, Time Management, Vendor Management, Collaboration, Prioritize Workload, Quality Auditing, Data Analysis, Customer Service, Mitigation Strategies, Management, Microsoft Office, Access, Strategy, Financial Analysis, Business Process, Statistics, Innovation, Customer Relations, Superior written &..., User Documentation, Collaborative Problem..., Accounting, Account Reconciliation, Analysis, Finance, Training, Financial Reporting
Education
University of Tampa - John H. Sykes College of Business 2012 — 2014
Master of Business Administration (M.B.A.), 3.54 GPA
University of South Florida 1984 — 1989
BS, Finance
Transamerica February 2015 - Present
Protective Life November 2007 - February 2015
Altec Capital Services January 2007 - October 2007
Mason Law April 2003 - December 2004
Tampa Bay Steel Corporation September 1996 - January 2001
MetLife June 1984 - March 1996
Skills
Business Analysis, Process Improvement, Requirements Gathering, Business Requirements, Leadership, Strategic Leadership, Microsoft Excel, Public Speaking, PowerPoint, Group Presentations, Resourceful..., Project Management, Change Management, Relationship Management, Reporting & Analysis, Team Motivation, Time Management, Vendor Management, Collaboration, Prioritize Workload, Quality Auditing, Data Analysis, Customer Service, Mitigation Strategies, Management, Microsoft Office, Access, Strategy, Financial Analysis, Business Process, Statistics, Innovation, Customer Relations, Superior written &..., User Documentation, Collaborative Problem..., Accounting, Account Reconciliation, Analysis, Finance, Training, Financial Reporting
Education
University of Tampa - John H. Sykes College of Business 2012 — 2014
Master of Business Administration (M.B.A.), 3.54 GPA
University of South Florida 1984 — 1989
BS, Finance
Ryan Hinds's Transamerica Experience July 2015 - Present
Job Insurance Representative
Industry Insurance
Experience
Transamerica July 2015 - Present
Heacock Insurance Group March 2013 - March 2014
Rubber & Accessories January 2010 - November 2012
Skills
Microsoft Office, Social Media Marketing, B2B, Insurance, Sales, Leadership, Account Management, Direct Sales, Customer Service, New Business Development, Cold Calling, Team Building, Strategic Planning, Sales Operations, Marketing, Team Leadership, Time Management, Selling, Sales Management, Health Insurance, Small Business, Marketing Strategy
Education
University of South Florida - College of Business Administration 2003 — 2009
Bachelor of Science, Marketing
George Jenkins 1999 — 2003
Diploma, All
Transamerica July 2015 - Present
Heacock Insurance Group March 2013 - March 2014
Rubber & Accessories January 2010 - November 2012
Skills
Microsoft Office, Social Media Marketing, B2B, Insurance, Sales, Leadership, Account Management, Direct Sales, Customer Service, New Business Development, Cold Calling, Team Building, Strategic Planning, Sales Operations, Marketing, Team Leadership, Time Management, Selling, Sales Management, Health Insurance, Small Business, Marketing Strategy
Education
University of South Florida - College of Business Administration 2003 — 2009
Bachelor of Science, Marketing
George Jenkins 1999 — 2003
Diploma, All
Hugh Robinson's Transamerica Experience August 1982 - August 1984
Job CEO at Activate Staffing, LLC
Industry Staffing and Recruiting
Experience
Activate Staffing, LLC June 2011 - Present
Taylor Dallas Interests March 2010 - Present
Insurance Overload Staffing August 1985 - March 2010
Loffredo & Assoc August 1984 - August 1985
Transamerica August 1982 - August 1984
Skills
Temporary Staffing, Staffing Services, Temporary Placement, Talent Acquisition, Sourcing, Recruiting, Applicant Tracking..., Coaching, Contract Recruitment, Employee Benefits, Employee Relations, Executive Search, Human Resources, Insurance, Internet Recruiting, Management, Onboarding, Permanent Placement, Property & Casualty..., Technical Recruiting, Training, Workers Compensation
Education
University of Southern California 1978 — 1982
BA, Communications and Journalism
Activate Staffing, LLC June 2011 - Present
Taylor Dallas Interests March 2010 - Present
Insurance Overload Staffing August 1985 - March 2010
Loffredo & Assoc August 1984 - August 1985
Transamerica August 1982 - August 1984
Skills
Temporary Staffing, Staffing Services, Temporary Placement, Talent Acquisition, Sourcing, Recruiting, Applicant Tracking..., Coaching, Contract Recruitment, Employee Benefits, Employee Relations, Executive Search, Human Resources, Insurance, Internet Recruiting, Management, Onboarding, Permanent Placement, Property & Casualty..., Technical Recruiting, Training, Workers Compensation
Education
University of Southern California 1978 — 1982
BA, Communications and Journalism
Viviane Konjarevich's Transamerica Experience 2002 - 2015
Job Successful Insurance and Financial Representative
Industry Financial Services
Experience
Transamerica 2002 - 2015
Education
University of South Florida
Bachelor of Science (B.Sc.), Psychology
Transamerica 2002 - 2015
Education
University of South Florida
Bachelor of Science (B.Sc.), Psychology
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO