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
Edward Jones October 2014 - February 2015
Transamerica July 2014 - October 2014
CalHFA April 2011 - December 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, English, Process Improvement, Windows, Outlook, HTML, SQL, Recruiting, Java, C++, C, Accounting, Financial Modeling, Finance, Risk Management, Financial Analysis, Insurance, Investments
Education
Sierra College 2008 — 2014
Associate's degree, Accounting
Brigham Young University - Idaho 2013 — 2013
Transamerica 2012 - Present
Energy Muse Jewelry September 2010 - September 2012
Unlimited Public Relations January 2008 - January 2010
Warner Bros. Records 2008 - 2009
Skills
Interpersonal..., Relationship-building..., Leadership Development, Computer-savvy, Public Relations,..., Financial Services,..., Blogging, Public Relations, Facebook, Management, Investments, Insurance, Strategic Financial..., Finance
Education
Cal State Fullerton 2006 — 2009
BA, Communications, Public Relations
Vanguard University of Southern California 2004 — 2006
Communications: Journalism/PR
Charlie's Produce 2015 - Present
Parco, Inc. October 2013 - 2014
Transamerica June 2013 - August 2013
Cal Poly Pomona June 2012 - June 2013
Cal Poly Pomona 2011 - October 2012
University of La Verne June 2010 - November 2010
National Vision, Inc. January 2007 - June 2009
First Sight Vision Services August 2006 - January 2007
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Employee Relations, Microsoft Office, Customer Service, Leadership, Training, Leadership Development, Time Management, Project Planning, Outlook, Team Leadership, Project Management, Coaching, Teamwork, Team Building, Human Resources, Recruiting, Organizational..., Research, Policy, Access, Management, Employee Benefits, Sales, Conflict Resolution, Social Networking, Payroll, Analysis, Data Analysis, Marketing, Retail, Employee Training, Social Media, Interviews, New Hire Orientations, Onboarding
Education
Cal Poly Pomona 2011 — 2013
BS, Business Administration, Management and Human Reasources
Citrus College 2008 — 2011
AS, Business, Biological Science and Math, & Behavioral Sciences
Transamerica October 2014 - October 2015
TVG Network March 2014 - September 2014
CauseForce August 2013 - March 2014
Elektron Technology plc June 2012 - July 2013
ITP Strategic March 2009 - March 2012
California Faculty Association January 2008 - June 2008
Children's Hospital Los Angeles CHLA December 2007 - February 2008
Music Center May 2007 - November 2007
Skills
Public Speaking, Public Relations, Public Policy, Public Affairs, International Relations, International Trade, International..., Project Management, Project Planning, MS Project, Project Coordination, Marketing, Marketing Strategy, Social Media Marketing, Marketing Management, Advertising, Office Administration, Database Administration, Localization, French, Political Science, Political Campaigns, Sales Operations, Budgets, Quality Assurance, Research, Account Management, Management, New Business Development, Fundraising, Event Planning, Team Leadership, Marketing Communications, Negotiation, Nonprofits, Non-profits, Team Building, Event Management, Community Outreach, Strategy, Press Releases, Time Management, Online Marketing, Policy, Social Networking, Market Research, Social Media, Proposal Writing, Microsoft Office, Leadership
Education
California State University-Long Beach 2003 — 2008
BA, International Studies
Olea Kiosks Inc. September 2015 - Present
Thomson Reuters July 2014 - September 2015
Thomson Reuters March 2013 - July 2014
Katun Corporation August 2011 - March 2013
Aloe Up Suncare Products June 2007 - November 2010
Express Scripts 2006 - 2007
Transamerica June 2000 - September 2002
Skills
Sales Management, Marketing Director, Customer Service..., Marketing Research, Business Development, Marketing Associate, Sales, B2B, Marketing, Sales Process, Leadership, Solution Selling, Training, New Business Development, Sales Operations, Cold Calling, Customer Service, Management, CRM, Salesforce.com, Program Management
Education
Miami University 1996 — 2000
Journalism
Butler University 1995 — 1996
Political Science and Government
Hamilton High School
Hamilton High School
Transamerica August 2014 - Present
Skills
Microsoft Office, Microsoft Excel, Leadership, Microsoft Word, PowerPoint, Customer Service, Public Speaking, Teamwork, Windows, Team Leadership, Project Management, Research, Photoshop, Social Media, C++, English, Java, HTML, C, Matlab, Event Planning, AutoCAD, Time Management
Education
Saint Joseph's University 2011 — 2013
Master's degree, Criminal Justice/Intelligence and Crime Analysis
California State University-East Bay 2007 — 2008
Bachelor of Applied Science (B.A.Sc.), Criminal Justice/Law Enforcement Administration
Transamerica May 2014 - Present
Davis Research May 2012 - May 2014
California Lutheran University September 2008 - May 2012
EMI Music June 2011 - August 2011
City Arts Magazine June 2010 - August 2010
Howard Rosen Promotion January 2010 - May 2010
The Walt Disney Company October 2005 - March 2007
Skills
Project Management, Market Research, Marketing, Management, Social Media, Press Releases, Analysis, Email Marketing, Time Management, Social Networking, Social Media Marketing, Online Advertising, Facebook, Event Planning
Education
California Lutheran University 2008 — 2012
Bachelor of Science (BS)
Charles University in Prague 2011 — 2011
Transamerica March 2013 - Present
Allergan July 2011 - October 2012
Heroes Bar and Grill June 2008 - December 2011
AER Technologies January 2006 - June 2008
Cycle Gear June 2005 - January 2006
Skills
Communication, Data Analysis, Presentations, Organization &..., Account Management, Customer Service, Microsoft Office, Time Management, Accounting, Cycling, Event Management, Financial Analysis, Microsoft Excel, Marketing, Marketing Strategy, Outlook, Analysis, Sales, Leadership, Management, Team Leadership, Social Media Marketing, English, Public Speaking, PowerPoint, Market Research, Social Media, Social Networking
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2008 — 2011
BA, Economics, Business Administration
Volt Information Sciences August 2015 - Present
Volt Information Sciences August 2015 - Present
Technicolor February 2014 - July 2015
Tesoro July 2010 - December 2013
Dean Foods October 2009 - July 2010
US Foods October 2007 - October 2009
Yamaha February 1999 - October 2007
Transamerica January 1994 - February 1999
Skills
Financial Analysis, Financial Reporting, Credit Analysis, Risk Management, Credit Risk, Credit, Finance, Portfolio Management, Cash Management, Financial Risk, Accounts Receivable, Internal Audit, Cash Flow, Management, Process Improvement
Education
University of Redlands
Master's degree, Business Administration and Management, General
California State University-Fullerton
Bachelor's degree, Business Administration and Management, General
World Financial Group (WFG) 2013 - Present
Transamerica 2013 - Present
Noah's Ark Quality Childcare 2004 - Present
Skills
Financial Services, Business, Child Development, Team Leadership, Customer Service, Social Networking, Insurance, Direct Sales, Financial Analysis, Communication, Marketing, Early Childhood..., Strategic Planning, Management, Microsoft Office, PowerPoint, Human Resources, Accounting, Corporate Law, Economics, Public Speaking, Finance, Research, Leadership, Social Media, Microsoft Word
Education
California State University-Dominguez Hills
Bachelor of Science (BS), Business Administration/Entrepreneurship/HR
U.S. Trust November 2013 - Present
Transamerica July 2012 - November 2013
Great-West Life and Annuity Insurance Company January 2008 - July 2012
Fidelity Investments May 2005 - December 2007
Fidelity Investments June 2004 - April 2005
Skills
Mutual Funds, Retirement, Fixed Annuities, Investments, Finance, Financial Advisory, Series 63, Retirement Planning, 401k, Uniform Combined State..., Wealth Management, Series 6, Alternative Investments, Asset Allocation, Certified Financial..., Licensed Life Insurance..., Defined Contribution
Education
Bryant University 2000 — 2004
Bachelor of Science in Business Administration, Finance
Assurant Specialty Property 2007 - Present
Assurant Specialty Property 1999 - 2007
Assurant 1997 - 1999
Insureco Inc. 1995 - 1997
Transamerica 1987 - 1995
Peat Marwick 1981 - 1987
Skills
Property & Casualty..., Leadership, Insurance, Underwriting, Business Development, Claim, Risk Management, Casualty, Liability, Claims Management
Education
California State University-Long Beach 1977 — 1981
Bachelor of Science (BS), Business Administration
Coding House January 2015 - April 2015
Transamerica February 2014 - December 2014
World Financial Group (WFG) January 2014 - December 2014
Skills
HTML5, JavaScript, Web Design, CSS, jQuery, Web Development, Git, AngularJS, Software Development, Social Media, HTML, Management, Bootstrap, Java, ExpressJS, Ruby on Rails, Node.js, Business Development, Sales Presentations, Computer Maintenance, Personal Development, Personal Finance, Financial Services
Education
California State Polytechnic University-Pomona 2011 — 2015
Computer Science
Eco Green Team November 2014 - Present
Organo Gold Independent Distributor November 2013 - November 2014
United States Postal Service May 2014 - July 2014
Transamerica July 2013 - February 2014
Skills
Mathematics, Patience, Dexterity, Organization, Communication, Online Social Networking, Teamwork, Social Listening, Critical Thinking, Creativity
Education
California State University-Fullerton 2013 — 2018
Santa Ana College 2014 — 2014
Transamerica October 2013 - Present
Keller Williams Realty March 2013 - Present
Evidia Biosciences October 2012 - July 2013
AArrow Inc. June 2012 - August 2012
Skills
Advertising, Real Estate Transactions, Phlebotomy, Business Strategy, Social Media, Medical Terminology, Laboratory Medicine, Computers, Finance
Education
California State Polytechnic University-Pomona
Transamerica June 2013 - Present
Transamerica June 2011 - June 2013
Nyhart June 2010 - May 2011
Nyhart September 2009 - May 2010
AEGON May 2009 - August 2009
Skills
Microsoft Office, VBA, SQL, Risk Management, Actuarial Science, ProAdmin, ProVal, Bloomberg Terminal, Portfolio Management, Defined Benefit, Valuation, Pensions, Benefits Administration, MoSes, Retirement, 401k, Data Analysis, Employee Benefits
Education
Butler University 2006 — 2010
Bachelors, Majors: Actuarial Science, Spanish Minor: Business
Transamerica July 2015 - Present
Transamerica Life Insurance Company September 2012 - July 2015
Transamerica Life Insurance Company May 2002 - September 2012
Transamerica Life Insurance Company September 2000 - May 2002
Transamerica Life Insurance Company October 1998 - September 2000
Skills
Customer Service, Project Management, Management, Insurance, Process Improvement, Social Media, Marketing, Call Centers, Driving Results, Financial Services, Investments, Life Insurance, Microsoft Excel, Mutual Funds, Risk Management, SDLC, Sales, Vendor Management, Visio, Leadership, Microsoft Office, Strategic Planning, Business Analysis, Training, Outlook
Education
Butler Community College 1995 — 1995
First 5 Marin March 2011 - Present
Unity of Marin March 2010 - Present
Marin Dance Theatre August 2008 - Present
Financial Transitions March 2007 - Present
Grubb & Ellis September 1991 - August 1995
Transamerica September 1990 - August 1991
Coopers & Lybrand September 1988 - June 1990
Skills
Budgets, Finance
Education
California State University-East Bay
Transamerica April 2011 - Present
Skills
Healthcare, Patient Education, Hospitals, EMR, Medical Terminology, BLS, Healthcare Management, Surgery, Patient Safety, Medicine, Indexed Annuities
Education
Brooks College 1998 — 2000
Associate of Arts (AA), Interior Design
The LINE Hotel September 2013 - Present
Transamerica November 2012 - September 2013
UEI College July 2011 - July 2012
T-Mobile February 2008 - July 2011
Cal Poly Pomona Admissions and Outreach December 2006 - June 2009
Skills
Sales Process, Customer Satisfaction, Microsoft Office, Sales, Human Resources, Project Planning, Bilingual - Spanish, Training, Marketing, Access, Time Management, PowerPoint, Interviews, Social Networking, Outlook, Recruiting, Event Planning, Spanish, Customer Service
Education
California State Polytechnic University-Pomona 2006 — 2011
Bachelor of Science (B.S.), Business Management and Human Resources
City of Hamilton April 2012 - Present
City Of Hamilton 2007 - April 2012
City Of Hamilton 2002 - 2012
CitiFinancial 1998 - 2001
Transamerica 1993 - 1997
Skills
Management, Local Government, Municipalities, Policy Analysis, Transportation Planning, Economic Development, Government, Public Policy, Stakeholder Engagement, Report Writing, Procurement
Education
Brock University 1989 — 1993
Hons Bus Admin
Transamerica 2013 - 2014
Natural Edge 2008 - 2012
IM Flash Technologies May 2006 - 2012
I. M. Flash Technologies 2006 - 2012
LDS Employment Resource Services 2006 - 2012
Fairchild Semiconductor 1990 - 1998
Skills
Semiconductors, Process Integration, Technical Writing, JMP, Product Management, Cross-functional Team..., Semiconductor Industry, Data Analysis, Project Management, Six Sigma, CMOS, Sales&Marketing, Engineering, ISO, SPC, Quality Assurance, Engineering Management, Design of Experiments, Failure Analysis, Product Engineering, Process Engineering, Manufacturing, Metrology
Education
University of Phoenix-Utah Campus 1997 — 1999
Business Administration and Management, General
Brigham Young University 1978 — 1982
BA, Communications, Electrical Engineering
White Pine High School
Aviva plc 2012 - Present
Allianz Life 2012 - Present
Transamerica 2011 - Present
UnitedHealthcare 2011 - Present
Self-employed June 2009 - Present
American Equity February 2011 - March 2013
Bankers Life and Casualty June 2009 - July 2011
American Coach Lines 2007 - 2009
Werner Enterprises 2005 - 2006
G.M.C. Lending and Mortgage Service 2005 - 2005
Skills
Fixed Annuities, Life Insurance, Term Life Insurance, Insurance, Health Insurance, Disability Insurance, Long-term Care, Underwriting, Retirement, Retirement Planning, Long Term Care Insurance, Whole Life, Property & Casualty..., Commercial Insurance, General Insurance, Employee Benefits, Universal Life, Brokers, Strategic Financial..., Claim
Education
Miami Dade College 2011 — 2011
Associate's degree, Profession Signing Agent, 3
Miami Dade College 2011 — 2011
Associate's degree, Profession Notary Public, 3
Gold Coast School of Insurance, Inc 2008 — 2008
Associate's degree, Business/Commerce, General, 3
American Coach Line, Inc 2007 — 2007
Associate's degree, Business/Commerce, General, 3
Gold Coast School Of Insurance 2006 — 2006
Associate's degree, Business/Commerce, General, 3.0
Commercial Driver License School, Inc 2003 — 2003
Associate's degree, Business/Commerce, General, 3
Micro Business U.S.A. 2000 — 2003
Associate's degree, Business Administration and Management, General, 3
Broward Community College 2001 — 2001
Yes, Computer Science / Criminal Justice, 3
New World Institute 1988 — 1989
Associate of Arts (A.A.), Business Administration and Management, General, 3
Institute of Security and Techology 1986 — 1987
Associate of Science (A.S.), Criminal Justice and Corrections, 3
Transamerica January 2013 - April 2014
California Lutheran High School August 2012 - December 2012
California Lutheran High School August 2012 - October 2012
Trinity Worldwide Reprographics June 2006 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Publisher, Constant Contact, SAS, MoSes, VBA, Microsoft Office, Microsoft Word, Matlab
Education
California State University-Long Beach 2008 — 2012
Bachelor of Science, Mathematics - Statistics, 3.715
Insurance April 2015 - Present
American International Group (AIG) January 2013 - April 2015
AIG April 1999 - January 2013
Arthur J. Gallagher & Co. February 1997 - April 1999
Citation May 1996 - November 1996
Northbrook Property and Casualty Ins. Co November 1994 - May 1996
Argonaut Insurance Co. December 1991 - November 1994
Transamerica June 1990 - December 1991
SAFECO Ins. Co. 1986 - June 1990
Skills
Property & Casualty..., Workers Compensation, Commercial Insurance, Casualty, Operational..., Business Development, Underwriting, Process Optimization, Negotiation, Change Management, Risk Assessment, Risk Management, New Business Development, Business Process..., Team Leadership, Marketing, Commercial Lines, Leadership, Insurance, Management, Legal Liability, Liability
Education
California State University-Fullerton
Attended-Approx. 90% of coursework completed, American Studies/ History
Wells Fargo Home Mortgage July 2014 - Present
Crossline Capital (formerly Medallion Mortgage) December 2011 - July 2014
Bank of America Home Loans December 2010 - November 2011
Wells Fargo June 2008 - December 2010
Transamerica 1986 - 1995
Skills
Refinance, Loan Origination, Residential Mortgages, Underwriting, FHA, Mortgage Lending, Sales, Real Estate Financing, Credit, Loans, VA loans, Mortgage Banking, Customer Service, Credit Analysis, Investment Properties, Real Estate, Banking, Construction Loans, Short Sales, FHA financing, USDA
Education
California Polytechnic State University-San Luis Obispo 1981 — 1986
BS, Agribusiness
TIAA-CREF October 2014 - Present
University of Utah 2011 - Present
Transamerica December 2009 - July 2014
Fidelity Investments January 2001 - December 2009
Skills
Certified Financial...
Education
Westminster College 2001 — 2006
Master of Business Administration (M.B.A.)
BYU 1996 — 1999
Bachelor's degree
THS
Transamerica April 2014 - Present
Principal Funds July 2010 - April 2014
Merrill Lynch March 2008 - July 2010
Morgan Capital October 2004 - January 2008
Skills
Mutual Funds, Series 7, Series 63, Retirement Planning, Mortgage Lending, Wealth Management, Finance, Securities, Selling, Banking, Sales, Salesforce.com, Retirement, Investment Advisory, Investments
Education
California State University-Chico 1999 — 2004
Health Sciences
Events by Pierre February 2014 - Present
Transamerica 2013 - Present
AT&T April 2008 - December 2013
Education
edna karr magnet 1993 — 1998
Brookhaven Community College
California Department of Justice November 2014 - Present
Early, Maslach & Hartsuyker June 2012 - December 2014
Law office of Stanley Bowman August 2011 - June 2012
Public Counsel May 2011 - June 2011
California Department of Justice October 2010 - May 2011
Transamerica August 2005 - May 2009
Transamerica October 2002 - August 2005
Transamerica January 1998 - October 2002
Skills
Westlaw, Legal Research, Litigation, Civil Litigation, Lexis, Legal Writing, Outlook, Microsoft Excel, PowerPoint, Wordperfect, Document Review, Trials, ProLaw, Microsoft Word, Licensing, Motions, Legal Documents, Bankruptcy, Courts, Research, Pleadings, Litigation Support, Accounting, Building Relationships
Education
University of California, Los Angeles - School of Law 2010 — 2010
Certification, Paralegal
California State University-Dominguez Hills 1998 — 2005
BS, Business - Finance
Transamerica February 2015 - Present
Education
Brigham Young University - Hawaii 1999 — 2001
BS, Political Science and Government
McQueen Kalligan Insurance Services, Inc. October 2007 - Present
Transamerica September 2002 - September 2007
Travelers February 2002 - August 2003
Skills
Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Retirement Planning, Disability Insurance, Health Insurance, Retirement, Long-term Care, Strategic Planning
Education
California State University-Fullerton - College of Business and Economics 1988 — 1990
BA, Finance
California State University-Fullerton
Bachelor of Business Administration (B.B.A.) - Finance, Finance, General
Mary Kay March 2013 - Present
Tesoro Corporation January 2014 - April 2015
Bell Black Insurance July 2013 - December 2013
Toyota Lift of Houston May 2012 - August 2012
Transamerica February 2012 - March 2012
BYU-Idaho KBYI 94.3 FM Radio April 2011 - December 2011
KMRY 1450 AM Radio September 2010 - December 2010
Hy Vee July 2006 - December 2010
Cumulus Broadcasting September 2009 - December 2009
Skills
Audio Editing, Graphic Design, Recording, Radio Broadcasting, Broadcast, Customer Service
Education
Brigham Young University - Idaho 2008 — 2011
Bachelor of Arts, Communications; Broadcasting and Business
Transamerica February 2015 - Present
The Walt Disney Company August 2014 - February 2015
Buffalo Wild Wings April 2013 - August 2014
Party City September 2011 - March 2014
Glen Ivy April 2012 - October 2012
Skills
Customer Service, Hospitality Industry, Retail Sales, Customer Satisfaction, Food Service, Cashiering, Food, Telephone Skills, Data Entry, Time Management, Microsoft Word, Hospitality, Teamwork
Education
California State Polytechnic University-Pomona 2011 — 2015
Hospitality Administration/Management
Accountemps April 2015 - Present
Transamerica 2014 - 2015
Skills
Temporary Staffing, Temporary Placement, Recruiting, Accounting, Career Development, Financial Accounting, Leadership, Finance, Financial Analysis, Financial Reporting, Auditing, Tax, Microsoft Excel, Bookkeeping, QuickBooks, Income Tax, Microsoft Word, PowerPoint, Microsoft Office, Accounts Payable, Teamwork, Customer Service, Public Speaking, Hiring, Employee Benefits
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science (BS), Accounting and Finance
UPS Supply Chain Solutions 2012 - Present
Red Bull 2013 - 2015
Red Bull 2013 - 2015
Red Bull 2013 - 2015
Red Bull 2013 - 2015
ISM Los Angeles 2013 - 2014
ISM Los Angeles 2012 - 2013
Transamerica 2007 - 2012
Baxter Healthcare 2006 - 2007
UPS Supply Chain Solutions 2004 - 2006
Skills
Business Analysis, Competitive Analysis, Cost Analysis &..., Data & Analytics..., Financial Systems Risks..., Logistics Management, Operational Excellence, Organization Assessment, Project Management, Strategy Development, Strategic Planning, Technological..., Transportation, Troubleshooting, Vendor Management, Workflows Enhancements, Workforce Management, Analysis, Supply Chain, Transportation..., Supply Chain Management, Purchasing, Strategy
Education
California State University-Long Beach 2008 — 2010
Master of Arts (MA), Global Logistics
Los Angeles City College
Minnesota State University, Moorhead
B.Sc., International Business
Transamerica March 2012 - Present
Transamerica July 2008 - March 2012
Transamerica July 2004 - July 2008
Transamerica September 2003 - September 2004
Carparts.com December 2000 - August 2001
PC Mall April 1999 - December 2000
Skills
Email Marketing, Social Media Marketing, Project Management, Web Marketing, Online Marketing, Marketing, Advertising, Marketing Communications, Mobile Applications, Social Media, Web Applications, Editing, ExactTarget, E-commerce, CSS, Photoshop, HTML, Javascript, Web, Wordpress, Internet, Web Project Management, Mobile Devices, Writing, Facebook Marketing, Twitter, YouTube, SharePoint, Augmented Reality, Interactive Marketing, Copywriting, Management, WordPress, Web Content, JavaScript, Digital Marketing, Strategy, Digital Strategy, Leadership
Education
California State University-Fullerton
B.A., English
Play Your Court January 2015 - Present
Independent Tennis Pro, Personal Trainer, Wellness Coach April 2010 - Present
Consultant - Information Technology August 2007 - Present
Golds Gym April 2005 - June 2006
LA Fitness February 2003 - April 2005
Palm Beach State College October 1998 - April 2002
Transamerica January 1997 - July 1998
TSI Software, Inc May 1995 - June 1997
Southern Wine & Spirits April 1988 - April 1995
Gerulaitis International Tennis Center February 1985 - January 1988
Education
Florida Atlantic University 1983 — 1985
Business Administration, Management and Operations
University of Florida 1980 — 1981
Business Administration, Management and Operations
Broward Community College 1977 — 1979
Associate of Arts (AA), Computer Science
Grubtribe.com May 2014 - Present
The Point Solutions January 2014 - Present
Independant agent March 2013 - Present
Transamerica September 2012 - January 2014
Skills
Money Management, Performance Management, Problem Solving, Retirement Planning, Mutual Funds, Insurance, 401k, Securities, Risk Management, Employee Benefits, Business Planning, 401k Rollovers, Long Term Care Insurance, Finance, Wealth, Financial Services, Retirement, Marketing
Education
California Culinary Academy 1996 — 1999
Associates of Occupational Studies, Culinary Arts
Northern Arizona University 1995 — 1996
Art
Transamerica August 2013 - Present
China Life Insurance Co.Ltd June 2011 - September 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Outlook, English, Research, Strategic Planning, Financial Analysis, Accounting, fluent in Chinese
Education
California State University-Hayward 2010 — 2013
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Milliman October 2014 - Present
Transamerica February 2013 - October 2014
Transamerica January 2012 - February 2013
Allianz Life May 2010 - August 2010
ICBC June 2009 - July 2009
Allianz Life China June 2008 - August 2008
Skills
ALM, Financial Analysis, Financial Risk, TAS, Risk Management, Fixed Annuities, Financial Reporting
Education
Drake University 2007 — 2011
BSBA, Actuarial Science, Mathematics
Butler University 2006 — 2007
BS, Mathematics
IBM January 2000 - Present
Union Bank January 1990 - January 2000
B.Braun (formerly Kendall-McGaw Laboratories) June 1988 - January 1990
DB Schenker (formerly Burlington Air Express) June 1985 - June 1988
Arrow Electronics (formerly Kierulff Electronics/Ducommun Data Systems) April 1984 - June 1985
Transamerica July 1983 - April 1984
USMC 1979 - 1983
Skills
Data Warehousing, Business Intelligence, Enterprise Architecture, Decision Analysis, Enterprise Modernization, Linux, zOS Systems Programming, zVM Systems Programming, Linux on System z, Performance Management, Performance Analysis, Performance Tuning, Capacity Management, Capacity Analysis, Capacity Planning, REXX, VM/CMS, IBM Assembler, IBM Mainframe, IBM Storage, DFSORT, SMS, Cognos, SPSS, Suse, RedHat, Ubuntu, Debian, CentOS, Fedora, Tivoli, Omegamon, IBM Tivoli Monitoring, Netcool, IBM Tivoli, Mainframe, z/OS, Enterprise Software, MVS, Systems Programming
Education
Marist College 2008 — 2010
MS
California Coast University 1993 — 1997
BS
MUFG Americas January 2011 - Present
Accordent Technologies September 2009 - February 2010
Transamerica Financial Advisors, Inc. April 2005 - August 2009
Farmers Insurance 2002 - 2005
Transamerica 1998 - 2002
Community Development Commission February 1994 - October 1998
Skills
Help Desk Support, Troubleshooting, Networking, Technical Support, Software Documentation, XP, VPN, Windows, Integration, Databases, Hardware, Lotus Notes, Computer Security, Laptops, Active Directory, Software Installation, Visio, Disaster Recovery, Windows Server, Servers, Windows XP, Microsoft Exchange, VMware
Education
California State Polytechnic University-Pomona 1989 — 1994
BS, Computer Information Systems, 3.32
California Rifle and Pistol Association November 2007 - December 2014
San Gabriel Valley Habitat for Humanity January 2007 - November 2007
El Paso Del Norte YWCA December 2003 - December 2006
Greater El Paso Chamber of Commerce June 1998 - December 2003
Chamber of Commerce of West Covina, California March 1997 - June 1998
El Paso Community College August 1989 - March 1997
Transamerica June 1982 - April 1989
City of Duarte June 1980 - May 1982
City of Glendale March 1978 - June 1980
City of Glendora September 1977 - March 1978
Skills
Fundraising, Community Outreach, Community Development, Grants, Public Speaking, Grant Writing, Event Planning, Strategic Planning, Nonprofits, Program Management, Public Relations, Volunteer Management, Event Management, Public Policy, Planned Giving, Budgets, Grassroots Organizing, Policy, Government, Team Building, Leadership Development, Program Development, Media Relations, Strategic Communications, Legislative Relations, Non-profit..., Annual Giving, Board Development, Public Administration, Campaign Strategies, Non-profits, Philanthropy, Organizational..., Community Organizing, Marketing Communications, Stewardship, Resource Development, Capacity Building, Staff Development, Governance, Charities, Endowments, Foundations, Special Events, Donor Relations, Community Relations, Government Relations, Financial Management, Budget Management, Association Management
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1980 — 1982
MBA, Business Administration, 3.6 GPA
California State Polytechnic University-Pomona 1976 — 1980
BA, Public Administration / Political Science, 3.2 GPA
Transamerica November 2011 - Present
Pacific Life August 2008 - November 2009
Nationwide Insurance August 2003 - August 2008
Pacific Life April 2003 - August 2004
Guardian Life Insurance August 2000 - March 2003
American Funds December 1993 - March 1998
Education
Butler University 1988 — 1992
Bachelor of Science degree, College of Business Administration, Finance and Economics
fi360 September 2014 - May 2015
MassMutual Financial Group January 2010 - August 2014
Transamerica December 2009 - July 2010
Charles Schwab September 2008 - April 2009
Prudential Financial November 1999 - June 2008
Skills
Funding, Marketing Communications, Negotiation, Building Relationships, Defined Contribution, Defined Benefit, Sales, Consultative Sales..., Qualified Retirement..., Pensions, Investments, ERISA, Retirement, Employee Benefits, Insurance, Retirement Planning, Series 7, Selling, Relationship Building, 401k, Mutual Funds, Financial Services, Series 63
Education
Bryant University 1986 — 1990
B.S., Marketing
Transamerica January 2013 - Present
Kansas City Life Insurance Company August 2010 - Present
Skills
Sales, Account Management, Insurance, Sales Management, New Business Development
Education
California State University San Marcos
Bachelor, Marketing
Transamerica May 2015 - August 2015
XL Group June 2014 - August 2014
MAXSA Innovations January 2014 - January 2014
beijing hyundai motor company July 2013 - August 2013
Skills
Stata, Research, Mathematica, Economics, Statistics, Qualitative Research, Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint
Education
Bryn Mawr College 2012 — 2016
Beijing No.4 High School
Logic Lawn Care August 2008 - Present
LiveWall, LLC June 2012 - October 2014
Wilmington Finance 2004 - 2008
Provident Bank 2000 - 2004
Transamerica 1999 - 2000
FMD 1994 - 1999
Greater Indianapolis Chamber of Commerce 1992 - 1994
Skills
Sales Management, New Business Development, Business Development, Strategic Planning, Marketing Strategy, Sales, Team Building, Account Management, Small Business, Marketing, Entrepreneurship, B2B, Start-ups, Contract Negotiation, Negotiation, Sales Process, Direct Sales, Selling, Business Planning, Business Strategy, Product Development, Lead Generation, Leadership, Online Marketing
Education
Butler University 1987 — 1991
Transamerica August 2015 - Present
Transamerica Agency Network, Inc. April 2015 - Present
Transamerica January 2009 - Present
Monumental Life Insurance September 2001 - September 2006
Monumental Life Insurance November 1994 - September 2006
Skills
Sales Management, Customer Relations, Strategic Planning, Budgeting, Promotions, Insurance, Team Building, Coaching, Planning, Sales Process, Team Leadership, PowerPoint, Customer Service, Team Management, Negotiation, Microsoft Office, Consultative Selling, Marketing Strategy, Account Management, Health Insurance, New Business Development, Public Speaking, Cold Calling, Sales Presentations, Problem Solving, Management, Sales Operations, Training, Selling, Budgets, Marketing, Term Life Insurance, Recruiting, Customer Retention, Fixed Annuities, Life Insurance, Business Development, Employee Benefits, Leadership, Project Planning, Sales, Whole Life
Education
Cairo University 1980 — 1985
PhD in Egyptology, 1985
Bank of America September 2004 - Present
LandAmerica August 2002 - September 2004
Transamerica November 1984 - June 2001
Education
Cal State Fullerton 1989 — 1992
Master of Science (M.S.), Computer Science
SchoolsFirst Federal Credit Union March 2014 - Present
Halston February 2012 - March 2014
Huntsman Gay Global Capital January 2011 - December 2011
Transamerica August 2009 - June 2010
Skills
Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Outlook, Microsoft Word, Event Planning, Merchandising, Retail, Fashion, Time Management, Social Networking, Visual Merchandising, Trend Analysis, Facebook
Education
Cal State Fullerton
Bachelor of Arts (BA), Finance, General
Loara
Sweet and Mellow, LLC August 2011 - Present
Visioneer March 2002 - March 2010
iLogistix January 1998 - March 2002
Mervyn's April 1995 - January 1998
Mervyns April 1994 - April 1995
Mervyns March 1989 - April 1991
American Brass and Iron August 1986 - March 1989
Transamerica July 1980 - August 1986
Toys R Us 1976 - 1980
Education
California State University-East Bay 1980 — 1982
BS
JC - Chabot College 1976 — 1980
AA
HS - San Lorenzo High 1973 — 1976
Grammar - Village School 1963 — 1970
Transamerica April 2014 - Present
Color in Motion 5k March 2013 - July 2014
ADP January 2013 - April 2014
University of Dallas August 2011 - January 2013
Fidelity Investments June 2006 - January 2013
Fidelity Investments September 2002 - June 2006
Fidelity Investments April 2000 - September 2002
Skills
Investments, Leadership, Management, Mutual Funds, Retirement, Retirement Planning, Strategic Financial...
Education
Professional Certification
Certified Employee Benefits Specialist (CEBS), Employee Benefits
The University of Dallas 2008 — 2011
MBA, Financial Services
Brigham Young University 1996 — 2000
Bachlors of Science, Psychology
Colorado Boys High School Volleyball Association (CBHSVA) September 2014 - Present
Billtrust 2009 - Present
Billtrust-Best Practice Systems January 2013 - October 2014
Best Practice Systems March 2008 - December 2012
Transamerica June 2002 - January 2008
Transamerica June 2002 - January 2008
Jackson National Life March 1999 - January 2001
Skills
Sales Management, Selling, Mutual Funds, Sales, Training, Insurance, Fixed Annuities, Financial Services
Education
The University of Texas at Dallas 1997 — 1999
Business
Brigham Young University - Idaho 1990 — 1991
Business
De Anza College 1988 — 1990
Business
Transamerica September 2011 - Present
Transamerica Retirement Services September 2011 - Present
Wells Fargo November 2006 - September 2011
Wells Fargo Bank November 2006 - September 2011
Skills
Microsoft Office, Customer Service, Leadership, Sales, Project Management, Marketing
Education
California State University-Fullerton 2004 — 2011
Bachelor of Business Administration (BBA), Marketing, 3.6
Transamerica March 2013 - Present
Chase March 2010 - March 2013
Wells Fargo January 2009 - March 2010
AIG American General June 2007 - November 2008
Skills
Customer Service, Finance, Life Insurance, Mortgage Lending, Series 63
Education
California State University-Fullerton 2003 — 2007
Bachelor of Science (BS), Criminal Justice and Corrections
Fidelity Investments July 2015 - Present
Morgan Stanley September 2014 - July 2015
Transamerica January 2014 - August 2014
Managed Wealth Financial June 2013 - August 2014
Willie Billings for UTGOP Vice Chair February 2013 - April 2013
Utah Republican Party May 2012 - November 2012
Utah Republican Party July 2011 - May 2012
BCR Political August 2009 - September 2011
American Cancer Society February 2011 - July 2011
Salt Lake County Republican Party June 2010 - November 2010
Skills
Political Campaigns, Politics, Grassroots Organizing, Fundraising, Legislative Relations, Political Consulting, Public Speaking, State Government, Community Outreach, Public Affairs, Political Communication, Coalitions, Volunteer Management, Leadership, Public Policy, Government, Grant Writing, Community Development, Public Relations, Training, Political Science, Legislative Research, Legislation, Policy Analysis, Speech Writing, Event Planning, Event Management, Legislative Affairs, Policy, Economic Development, Media Relations, Strategic Communications, Nonprofits, International Relations, Data Analysis, Community Organizing, Non-profits, Press Releases, Message Development, Foreign Policy, Campaigns, Public Administration, Strategy, Investment Strategies, Stock Market Analysis, Financial Planning, Investments, Retirement Planning
Education
Syracuse University - Maxwell School of Citizenship and Public Affairs 2005 — 2006
MPA, Public Administration
Brigham Young University - Idaho 1999 — 2004
BA, Communications
Whole Foods Market February 2014 - Present
Transamerica February 2013 - January 2014
Woodstock's Pizza July 2009 - July 2013
The Home Depot 2008 - 2009
Nob Hill Foods 2007 - 2008
Skills
Customer Service, Social Networking, Marketing, Social Media, Social Media Marketing, Advertising, Photoshop, Team Building, Marketing Strategy, Strategic Financial..., Leadership Development, Financial Services, Marketing Communications, Strategic Planning, Email Marketing, Online Marketing, Microsoft Excel
Education
Cabrillo College 2012 — 2014
Business/Commerce, General
West Valley College 2008 — 2009
Small Group Communications
Gavilan College 2006 — 2008
Graphic/Web Design
Gilroy High School 2002 — 2006
H.S. Diploma, High School
California State University, Monterey Bay 2015 — 2017
Bachelor of Business Administration (B.B.A.), Entrepreneurship/Entrepreneurial Studies
Handwriting Experts September 2013 - Present
NguyenNguyen Events, LLC January 2008 - Present
Therapeutic Living Centers (TLC) July 2012 - September 2013
Transamerica October 2011 - June 2012
DEX Corporation October 2009 - October 2011
Sweet 9 Hair Salon February 2010 - July 2010
Continuing Life Communities University Village Thousand Oaks December 2007 - May 2010
California Lutheran University September 2007 - January 2008
California Lutheran University May 2006 - August 2007
Skills
Social Media, Social Networking, Management, Marketing, Blogging, Facebook, Online Marketing, Sales, Social Media Marketing, Customer Service, Microsoft Office, Event Planning, Outlook
Education
California Lutheran University 2006 — 2010
Bachelors of Arts, Communications- Emphasizing in PR, Advertising, & Marketing
The Walt Disney Company July 2015 - Present
Walt Disney Parks & Resorts June 2014 - December 2014
Transamerica September 2013 - December 2013
The Walt Disney Studios June 2013 - September 2013
Transamerica June 2012 - December 2012
Self-Employed January 2012 - June 2012
Four Seasons Hotels and Resorts June 2011 - June 2012
Perkins & Marie Callendars, Inc. September 2009 - September 2010
Rancho Santa Margarita Volleyball Club November 2007 - June 2008
Skills
Human Resources, Benefits Administration, Recruiting, Customer Service, Resume Writing, Social Media, Training & Development, SharePoint, Personal Branding, Marketing Strategy, Training, Onboarding, Employee Recognition, Rewards Programs, Calibration, PeopleSoft, Workday, Staffing Coordination, Taleo, Corporate Communications, Brand Development, Internal Communications, Word, Brand Awareness, Office Administration, Sales Support, Leadership, Management, Sales Operations, Talent Management, Microsoft Word, Personnel Management, Coaching, HR Policies, Employee Training
Education
California State Polytechnic University-Pomona 2010 — 2014
Bachelor of Science, Human Resource Management
J.P. Morgan April 2014 - Present
Transamerica March 2013 - March 2014
Transamerica December 2011 - March 2013
Transamerica June 2007 - December 2011
Skills
Fund Accounting, Financial Reporting, GAAP, Mutual Funds, Accounting, SEC filings, SEC Financial Reporting, Financial Analysis, Financial Services, Fund Administration, Microsoft Office, Bloomberg Terminal, Microsoft Excel, Bloomberg, Analysis, Internal Controls, Securities, Valuation, Derivatives, General Ledger, Account Reconciliation, ETFs, Asset Allocation, US GAAP, Insurance, Risk Management, Fund Of Funds
Education
Bryant College 1995 — 1999
BS, Finance, General
Transamerica May 2006 - Present
Transamerica May 2006 - Present
Skills
Strategic Financial..., Retirement Planning, Insurance, 401k, Wealth Management, Fixed Annuities, Retirement, Investments, IRAs, Small Business, Wealth, Estate Planning, Portfolio Management, Business Planning, Marketing, Mutual Funds, Life Insurance, Series 63, Financial Advisory, Variable Annuities, Long-term Care, Series 7, Series 6, Financial Services, Term Life Insurance, Disability Insurance, FINRA, Financial Planning
Education
Brookdale Community College 1988 — 1990
Psychology
College of Staten Island 1987 — 1988
Psychology
Middletown High School North 1984 — 1987
American Family Association October 2014 - Present
Self-employed January 1979 - Present
Wyndham Vacation Ownership March 2010 - June 2014
Transamerica October 2012 - October 2013
Envoy Creative Media June 2005 - February 2010
Focus on the Family January 1997 - November 2008
Skills
Strategic Financial..., Audio Post Production, Sound Design, Sound Editing, Creative Writing, Studio Recording, On-air Announcing, Customer Service, Voice Over, Audio Engineering, Video Production, Broadcast, Final Cut Pro, Television, Commercials, Avid, Radio, Audio Editing
Education
Cal Poly San Luis Obispo 1980 — 1985
Bachelor of Science (BS), Broadcast Journalism
WAPADH May 2008 - Present
Transamerica November 2014 - March 2015
Skills
Insurance, Retirement Planning, Financial Analysis, Retirement, Wealth Management, Financial Planning, Team Building, Leadership, Recruiting, Sales, Customer Service, Customer Satisfaction, Microsoft Office, Talent Acquisition, Home Care, Teamwork
Education
California State University-Dominguez Hills 2010 — 2014
Bachelor’s Degree, Human Services, General
East Los Angeles College 2006 — 2010
Associate’s Degree, Natural Sciences
East Los Angeles College 2006 — 2010
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies
East Los Angeles College 2006 — 2010
Associate’s Degree, Behavioral Sciences
Taxco January 2014 - Present
Davidson Studio, et al October 2007 - October 2014
American Honda Motor Company, Inc. September 2003 - July 2007
Jacobs Engineering Group Inc., et al February 2001 - September 2003
Azteca Production International, Inc. October 2000 - January 2001
Platinum Technologies August 1998 - March 1999
Transamerica May 1990 - December 1995
Skills
Budgeting, Financial Analysis, Operations, Budgets, Cash Flow, Forecasting, Account Reconciliation, Accounts Payable, Sarbanes-Oxley Act, Corporate Finance, Auditing, Financial Reporting, Accounting, Financial Accounting, Managerial Finance, SAP, Accounts Receivable, General Ledger, Internal Controls, Program Management, Payroll, Sales, Financial Modeling, Strategic Planning, Finance, Cost Accounting, GAAP, Financial Statements
Education
California State University-Dominguez Hills
Bachelor’s Degree, Accounting
Transamerica 2011 - Present
Education
California State University-Long Beach 2006 — 2008
Bachelor of Political Science, Comparative Politics
Buena Vista University August 2013 - Present
Transamerica May 2015 - Present
Buena Vista University January 2013 - May 2015
Hy Vee March 2009 - September 2014
The Schwan Food Company June 2014 - August 2014
The Schwan Food Company January 2012 - August 2012
Bagels & Brew March 2008 - June 2012
Skills
Typing, Oral & Written..., SAP R/3, Microsoft Excel, Microsoft Word, Public Speaking, Financial Accounting, DISC, Self-driven, Motivation, Integrity, Personal Finance
Education
Buena Vista University 2012 — 2016
Bachelor of Arts (B.A.), Finance, General
Marshall Senior High School 2008 — 2012
High School Diploma, General
Penske Motor Group June 2014 - Present
Public Storage November 2012 - June 2014
Lowe's Companies, Inc. September 2003 - October 2012
Universal Studios Hollywood July 2001 - September 2003
Lionsgate May 2000 - July 2001
Transamerica March 1999 - May 2000
Skills
Succession Planning, Talent Acquisition, Employee Engagement, Talent Management, Performance Management, Onboarding, Recruiting, Labor Relations, Union Relations, Union Avoidance, HR Policies, Legal Compliance, Conflict Resolution, Strategic HR, HRIS, Business Planning, Entertainment Industry, Multi-channel Retail, SHRM, Internal Investigations, Strategic Planning, Employee Training, Personnel Management, Human Resources, Organizational..., Job Descriptions, Industrial Relations, Payroll, Sourcing, Organizational..., Employee Benefits, College Recruiting, FMLA, HR Consulting, Applicant Tracking..., Leadership Development, CRM, Workforce Planning, PeopleSoft, Leadership, Temporary Placement, Change Management, Compensation & Benefit, New Hire Orientations, Hiring, Interviews, Employment Law, EEO, Training, Management
Education
California State Polytechnic University-Pomona 1996 — 2001
Bachelor of Science (B.S.), Management & Human Resources
Local Splash - Local SEO Company November 2014 - Present
Isagenix September 2012 - Present
Self-employed 2012 - Present
Halliburton July 2014 - November 2014
Transamerica March 2013 - July 2013
Crossroads March 2010 - August 2011
Skills
Licensed to Sell..., Sales, People Skills, Cold Calling, Networking
Education
California State University-Bakersfield
Bachelor of Business Administration (B.B.A.), Marketing
centennial
Bachelor's degree
TriNet February 2014 - Present
Transamerica August 2011 - January 2014
AT&T Mobility January 2005 - January 2009
Skills
Strategic Partnerships, Management, Sales, Workers Compensation, Financial Services, Business Development, Networking, Sales Operations
Education
California State University-Fullerton
Kemper Specialty 2013 - Present
Firemans Fund Insurance Company 2004 - 2013
Allmerica Financial 2001 - 2004
Kemper Insurance 1996 - 2001
Transamerica 1985 - 1995
Kemper Insurance 1984 - 1985
Skills
Insurance, Sales Operations, New Business Development, Sales, Spanish, Team Building, Marketing, Process Improvement, Underwriting, Management, Property & Casualty..., Program Management, Leadership, General Insurance, Strategic Planning
Education
Brigham Young University 1978 — 1984
BS, Administrative Management
CGFNS International, Inc. October 2013 - December 2014
The College Board February 2009 - May 2013
Catholic Healthcare West now Dignity Health January 2001 - October 2008
Transamerica August 1999 - December 2000
Egghead Computers January 1995 - May 1997
Skills
MS Office, Illustration, Diligence and..., PowerPoint, Organization, Project Management, HIPAA, Administrative..., Office Management, Outlook, File Management, WebEx, Data Entry, Adobe Acrobat, Expense Management, Event Planning, Spreadsheets, Microsoft Word, Website Building, PowerPoint Presentations, Fine Art, Microsoft Office, Event Management, Management, Access, Customer Service, Visio, Nonprofits, Training, Strategy, Editing, Photoshop
Education
California College of the Arts 1982 — 1985
Bachelor of Fine Arts (B.F.A.), Graphic Design & Illustration
Holy Name Convent Secondary 1972 — 1979
O' Level Cambridge and A' Level Cambridge, Arts and Languages, Completed Grades 12 (O'Level) and 14 (A' Level)
Cascadia Wealth Management January 2013 - Present
Transamerica September 2009 - December 2012
Alpine Mortgage Planning April 2007 - August 2009
Legacy Home Loans March 2004 - March 2007
Image Direct - Copy Center June 1987 - February 2004
Education
California State Polytechnic University-Pomona
Business
Re/MAX North-San Antonio April 2014 - Present
RE/MAX Alamo Realty September 2004 - April 2014
Transamerica January 2004 - October 2004
Alliance Transport Inc March 1999 - March 2004
Skills
Real Estate, Sellers, Real Estate Transactions, Residential Homes, Buyers, Contract Negotiation, Commercial Real Estate, Foreclosures, First Time Home Buyers, Investors, Listings, Negotiation, New Home Sales, Real Property, Referrals, Relocation, Short Sales, Selling, Vacation Homes, Single Family Homes, Buyer Representation, New Homes, ABR, Investment Properties, Move Up Buyers, Sales
Education
Cabrillo College 1985 — 1986
Odyssey Management 1996 - Present
US Relocation 1990 - 1996
Market Venture Partners 1987 - 1990
PHH Corporation 1985 - 1987
Transamerica October 1970 - October 1986
HomEquity, PHH Corpany subsidiary 1985 - 1986
Transamerica 1969 - 1970
Booz Allen Hamilton 1967 - 1968
Syracuse City School District September 1966 - May 1967
New York State Little Hoover Commission January 1967 - February 1967
Skills
Leadership Development, Customer Service..., Strengthening Talent, High Performance..., Stakeholder Engagement, Strategic Planning, Management Consulting, Program Management, Entrepreneurship, Public Speaking, New Business Development, Organizational..., Organizational..., Research Design, Board Governance, Leadership, Marketing Strategy, Policy, Team Building, Marketing, Training, Nonprofits, Budgets, Recruiting, Strategy, Management, Small Business, Research, Employee Engagement, Fundraising, Program Development
Education
The Gallup Organization 1980 — 1996
Wharton Business School
Special Workshop, Business, Management, Marketing, and Related Support Services
University of California, Berkeley 1971 — 1975
Five Different Courses: Reals Estate Law, Finance, Appraisal, and Practices. And, Time Management
Syracuse University - Maxwell School of Citizenship and Public Affairs 1966 — 1967
Masters of Public Administration, Organizational Leadership, Federal Government Management, Administrative Law, Political Processes.
Brigham Young University 1965 — 1966
Graduate Studies, Public Administration
Utah State University
Bachelor of Arts (B.A.), Political Science and Government
Logan High School 1957 — 1959
High School Diploma, Junior and Senior
Granite High School 1956 — 1957
Freshman
E! Online July 2015 - Present
Dogeared August 2014 - July 2015
Condusiv Technologies November 2012 - December 2013
Transamerica April 2012 - October 2012
DMH Technologies Inc May 2012 - September 2012
Condusiv (formerly Diskeeper Corporation) January 2012 - March 2012
CheckAlt Payment Solutions, Inc. December 2010 - August 2011
Flash Factory July 2010 - December 2010
Velcrokitty March 2009 - July 2010
Landry Design Group January 2004 - August 2008
Skills
Illustrator, Graphic Design, Web Design, InDesign, Dreamweaver, Photoshop, HTML, Project Management, Project Coordination, Corporate Branding, Advertising, Social Media Marketing, Handcode CSS3, Visual Studio, Adobe Creative Suite, PowerPoint, Photo Editing, Space Planning, Front-end, SEO, HTML emails, Packaging Design, AutoCAD, Architecture
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
Bachelor of Architecture, Architecture
Virginia Polytechnic Institute and State University 1998 — 1999
Sammons Financial Group Member Companies 2011 - Present
Transamerica 2007 - 2011
Guardian Annuities/RS Investments 2005 - 2007
MassMutual Financial Group 2003 - 2005
Hartford Funds 2002 - 2003
American Skandia 1998 - 2002
Polaris Financial Services 1997 - 1998
Evergreen Investments 1996 - 1997
Skills
Mutual Funds, Alternative Investments, Investment Management, Retirement Planning, Asset Allocation, IRAs, 529 Plans, Variable Annuities, Fixed Annuities, Wholesale, Sales, Marketing, Training, Coaching, Relationship Management, Practice Management, Center of Influence, Series 6, Series 63, 401k, Insurance
Education
Bryant College 1992 — 1996
BS in Management, Management
Melrose High School 1988 — 1992
Melrose High School 1988 — 1992
Transamerica March 2002 - Present
McLeod USA April 2001 - February 2002
McGladrey & Pullen January 1997 - April 2001
Education
Claremont McKenna College
Bachelor of Arts, Economics/Accounting
Cal Poly Pomona
Transamerica October 2006 - Present
Transamerica April 2005 - October 2006
Community 1st Credit Union June 2004 - April 2005
Skills
Risk Management, Underwriting, Loans, Life Insurance, Insurance, Term Life Insurance, Fixed Annuities, Health Insurance, Disability Insurance, Retirement Planning, Long-term Care, Employee Benefits, Finance
Education
Buena Vista University 2000 — 2004
International Business & Economics, International Business
RE/MAX September 2015 - Present
Coldwell Banker Residential Brokerage May 2014 - September 2015
Meadowbrook Financial Mortgage Bankers August 2013 - February 2014
Emerald FR February 2012 - October 2012
Transamerica May 2011 - February 2012
Prudential Financial December 2009 - September 2010
Skills
Excel, Microsoft Office, Word, Outlook, Analysis, Financial Planning, Insurance, Risk Management, Family Planning, Family Services, Business Management, Business Planning, Small Business, Strategic Financial..., Microsoft Excel, Management, Financial Analysis, Investments, Financial Services, Investment Properties, Microsoft Word, Sales, First Time Home Buyers, Customer Service, Social Media, Marketing
Education
County College of Morris 2006 — 2008
AAS, Business Administration
County College of Morris 2004 — 2006
AAS, Landscape Design and Management
Caldwell University
BA, International Business, Minor in Finance
Transamerica December 2005 - Present
MetLife January 2001 - November 2005
Merrill Lynch 1997 - 2001
Skills
Investments, Financial Services, Pensions, Account Management, Customer Service, Team Leadership, Qualified Retirement..., Retirement Plan..., Manage Client..., Defined Contribution, 401k, 403 b, Defined Benefit, FINRA, Profit Sharing, Retirement
Education
California State University-Chico 1994 — 1996
BS, Business Administration
Warner Bros. Entertainment Group of Companies January 2005 - Present
Indymac Bank January 2002 - January 2005
Transamerica 1999 - 2002
Skills
SDLC, Microsoft SQL Server, Integration, Requirements Analysis, Crystal Reports, T-SQL, Visio, Business Intelligence, Data Warehousing, Data Modeling, Software Project..., Enterprise Architecture, Business Objects, ETL, Business Process, Vendor Management, Business Analysis, Process Improvement, Management, Solution Architecture, IT Strategy, CRM, Oracle, SAP, ERP, Business Process...
Education
California State Polytechnic University-Pomona 1989 — 1994
Bachelor of Science, Electrical and Computer Engineering
Don Bosco Technical Institute 1984 — 1989
Associate's Degree, Electronics and Computer Technology
Mattel, Inc. 2012 - 2015
Orange County Transportation Authority 2009 - 2012
First American Title 2008 - 2009
California State Polytechnic University, Pomona 2007 - 2008
IndymacBank October 2006 - 2008
Alorica June 2005 - October 2006
Transamerica March 1998 - June 2005
Farmers Insurance 2005 - 2005
Entex 1997 - 1998
Triad Systems 1994 - 1996
Skills
Windows Server, VPN, Computer Security, Security, Visio, SDLC, Troubleshooting, Information Security..., System Administration, Information Security, Leadership, Policy, Vendor Management, Active Directory, Training, SharePoint, Operating Systems, Disaster Recovery, Enterprise Software, Management, Integration, Project Planning, IT Operations, Networking, Network Administration, XP, Network Security, Risk Assessment, IT Management, Infrastructure, Software Development, Technical Support
Education
California State Polytechnic University-Pomona 2002 — 2005
BS, Business Administration, (Computer Information Systems)
Pasadena City College 2000 — 2002
AS
ITT Tech 1992 — 1994
AAS, Electronics Engineering Technologies
Laissez Faire Capital July 2014 - Present
UnitedHealthcare October 2011 - April 2014
Ventura Consultants October 2007 - September 2011
Ceridian Tax Service December 2004 - September 2007
Pacific Life 2002 - 2004
Ceridian Tax Service July 1997 - December 2002
Herbalife 1996 - 1997
Safeguard Health PLans 1988 - 1996
Transamerica March 1987 - March 1988
Wickes,Inc. 1984 - 1987
Skills
Business Analysis, Process Improvement, SDLC, Vendor Management, Project Management, Quality Assurance, Business Intelligence, Software Documentation, Requirements Analysis, PMP, Agile Methodologies, MS Project, ITIL, Disaster Recovery, Cross-functional Team..., Microsoft Project
Education
California State University-Fullerton 1992 — 1994
Graduate work in Operations Research
University of California, Santa Barbara 1975 — 1980
BS, Mathematics
New Horizons of Southern California
Westchester High School
High School Diploma, College preperatory
Eagle Eye IT March 2008 - Present
Vootwerk February 2003 - Present
Ideamax 2003 - 2009
Transamerica 1988 - 1992
Skills
Virtualization, Hyper-V, VMware ESX, Microsoft Exchange, Windows Server, Data Center, Disaster Recovery, Cloud Computing, Storage, VPN, Storage Area Networks, DNS, Acronis, Sonicwall, Trend Micro, Symantec Endpoint..., Symantec Backup, Symantec Antivirus, System Center Suite, System Integrators, System Installations, Barracuda Spam Firewall
Education
University of California, Los Angeles 1988 — 1994
BA, Economics
California State Polytechnic University-Pomona 1985 — 1987
Aerospace, Aeronautical and Astronautical Engineering
Transamerica February 2015 - Present
Self Employeed May 2009 - February 2015
GLOBAL REALTY NETWORK 1997 - 2011
EDWARD JONES August 2007 - February 2009
Fresno City College 1999 - 2001
Fresno City College 1999 - 2001
Skills
Investments, Finance, IRAs, Mortgage Lending, Real Estate, Loans, Marketing Strategy, Roth IRA, Individual Pension Plans, Retirement Savings, College Savings Plans
Education
California State University, Fresno 1969 — 2002
Fresno City College
Wells Fargo Home Mortgage December 2014 - Present
Bank of Manhattan N.A. November 2013 - December 2014
Green Tree (Formerly GMAC Mortgage) April 2012 - November 2013
Wells Fargo Home Mortgage November 2007 - April 2012
Countrywide Financial August 2005 - November 2007
Countrywide Home Loans August 2005 - November 2007
Accredited Home Lenders September 1999 - August 2005
Amresco December 1997 - December 1998
Transamerica 1995 - 1997
Household Finance November 1989 - May 1995
Skills
Mortgage Lending, Mortgage Banking, Credit Analysis, Mortgage Underwriting, Real Estate Lending, FHA financing, Sales Management, Construction Loans, Credit, Customer Satisfaction, Employee Training, FHA, Government Loans, Investment Properties, Leadership, Loan Origination, Loans, Loss Mitigation, Management, Recruiting, Refinance, Residential Mortgages, Retail, Reverse Mortgages, Sales, Training, USDA, VA loans, Communication Skills, Strategic Communications
Education
University of La Verne 2008 — 2013
Master of Public Administration (MPA), Public Administarion
California Polytechnic State University-San Luis Obispo 1984 — 1989
BA, Political Science
Eagle Rock HS
Transamerica 2013 - Present
Jackson National Life 2011 - 2013
Transmamerica 2006 - 2011
Cedars-Sinai Medical Center 2004 - 2006
Skills
Human Resources, Recruiting, Organizational..., Employee Relations, Succession Planning, Onboarding, Applicant Tracking..., Benefits Administration, Deferred Compensation, Talent Management, Employee Benefits, HRIS, Performance Management, Workforce Planning, Leadership, Talent Acquisition
Education
California State University-Dominguez Hills
Bachelor's, HRM
California State University-Long Beach
Certificate, H.R. Management
FCI Lender Services Inc. EVP / Loan servicesFCI Lender Sevices1998 - Present
FCI 1998 - Present
FCI Lender Services 1998 - Present
FCI Lender Services, Inc. 1998 - Present
FCI Lender Services, Inc 1998 - Present
FCI Lender Services 1998 - Present
FCI Lender Services 1998 - 2008
Transamerica 1989 - 1996
Education
Cabrillo College 1970 — 1972
Strategic Financial Partners August 2015 - Present
MassMutual Financial Group June 2012 - August 2015
Victory Capital Management July 2010 - June 2012
Transamerica March 2009 - July 2010
ING October 2007 - February 2009
Young Life June 2004 - July 2007
Skills
Series 7, Series 63, Investments, 401k, Financial Analysis, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Retirement, Strategic Financial..., Strategic Planning, Defined Benefit, Financial Services, Separately Managed..., Variable Annuities, Defined Contribution, FINRA, Fixed Income, Equities, Pensions, Insurance, Retirement Plan..., Life Insurance
Education
Bucknell University 2001 — 2004
BSBA, Business Management
Cherry Creek High School 1996 — 2000
Bank of America April 2002 - Present
Farmers Insurance March 2000 - April 2002
Transamerica 1998 - 1999
Education
California State Polytechnic University-Pomona 1993 — 2003
P Watson Consulting Contract recruiting; general full cycle recruiting and ITClient Relation Manager Information Technology, Contract Recruiting and Human Resources DepartmentRHR Consulting a division of career StrategiesMarch 2008 - December 2008
P Watson Consulting January 2000 - March 2008
Transamerica 2007 - 2007
Spherion Interim Technology August 1996 - August 2000
D P Specilaists 1987 - 1996
Skills
Human Resources, Consulting, Recruiting, Management Consulting, Technical Recruiting, Training, Change Management, Executive Search, SDLC, Management, Sales, Talent Acquisition, CRM, Talent Management, Personnel Management
Education
California State University-Dominguez Hills 2011 — 2013
B.S. Business, Management, Marketing and Human Resources
West Los Angeles College 2009 — 2011
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities, Cum Laude
Sacred Heart Mount Anville
Transamerica September 2014 - Present
Independent Business Marketing Consultant February 2014 - August 2014
Manufacturers Bank September 2005 - January 2014
Telesis Community Credit Union January 2003 - August 2005
State Center CU February 2001 - December 2003
Skills
Banking, Marketing, Management, Credit, Marketing Communications, Loans, Commercial Banking, Retail Banking, Portfolio Management, Marketing Strategy, Leadership, Strategic Planning, Relationship Management, Commercial Lending, Business Development, Sales, Risk Management, Team Building, Customer Service, Project Planning, Financial Services, New Business Development, Underwriting, Financial Analysis, Cross Selling, Executive Management, Investments, Budgets, Coaching, Real Estate, Life Insurance, Term Life Insurance, Social Media, Social Media Marketing, Finance, Product Management, Strategy, Public Relations, CRM, Social Networking
Education
California State University, Fresno 1994 — 1996
Master's Degree, Marketing/Marketing Management, General
California State University-Fresno 1993 — 1995
Master of Business Administration (MBA), Marketing/Marketing Management, General
California State University-Fresno 1988 — 1992
BS, Business Marketing, Television
US Air Force 1988 — 1991
Total Quality Management, Military and Strategic Leadership, Business Management Leadership
Morse Partners, Inc. December 2008 - Present
Morgan Stanley Investment Management August 1992 - January 2008
Transamerica September 1989 - July 1992
Acorn Development Corporation 1987 - 1989
Education
Cabrini College
BS
CareFirst BlueCross BlueShield January 2015 - July 2015
Transamerica December 2004 - May 2014
Chicken-Out, Inc. July 2003 - June 2004
Entek Corporation 1995 - 2003
Pearpoint, Inc. 1992 - 1995
Deloitte December 1973 - December 1991
Rusty Pelican Restaurants, Inc 1984 - 1986
Skills
Financial Accounting, Financial Reporting, Risk Management, Cash Flow Analysis, Financing Strategies, Mergers and Acquisitions, Workouts and Turnarounds, Cost Controls and..., Extensive Audit..., Financial and..., CPA, Budgets and Forecasting
Education
California Polytechnic State University-San Luis Obispo
Bachelor's Degree, Accounting and Finance, Graduation with Honors
Fisher - IVS July 2013 - Present
Emerson January 2013 - July 2013
Transamerica December 2012 - June 2013
Mechdyne Corporation October 2008 - April 2012
HOW-GAN Electric & Security March 2008 - September 2008
Skills
High Performance..., Linux, Troubleshooting, Windows, Integration, Testing, Computer Hardware, Process Improvement, 3D visualization
Education
Buena Vista University 1997 — 2000
MHS
Marshalltown Area Catholic
Transamerica June 2015 - Present
AEGON February 2005 - June 2015
Skills
Financial Analysis, Asset Management, Investments, Financial Reporting, Financial Modeling, Process Improvement, Portfolio Management, Customer Service, Underwriting, Insurance, Strategic Planning, Valuation
Education
Buena Vista University 1987 — 1989
Bachelor of Arts, Banking & Finance
Transamerica June 2013 - Present
Keystone Automotive Operations November 2004 - May 2011
Education
Bucknell University 1989 — 1990
Transamerica December 2012 - Present
The Baltimore Life Insurance Company 2009 - 2012
American General Life and Accident February 1984 - 2009
Skills
Life Insurance, Insurance, Whole Life, Health Insurance, Term Life Insurance, Fixed Annuities, Disability Insurance, Universal Life, Employee Benefits, Long-term Care, Retirement, Brokers, Retirement Planning, Critical Illness, Strategic Financial..., Medicare
Education
Bryn Mawr College
Paladin Research & Registry October 2013 - Present
Wiegandt Financial March 2002 - Present
Montgomery Street Financial May 2010 - October 2013
Transamerica September 1998 - January 2002
Education
California Polytechnic State University-San Luis Obispo 1988 — 1993
B.S., Psychology
Transamerica June 2011 - Present
Transamerica 2011 - 2013
Davita Inc. March 2010 - July 2011
HotTopic. Inc. 2010 - 2010
Dextrys July 2009 - September 2009
American Honda Motors 2005 - 2008
Countywide Financial 1999 - 2005
California Federal Bank 1984 - 1997
Skills
Manual Testing, QTP, Regression Testing, Quality Assurance, Testing, SQL, SDLC, Vendor Management, .NET, Software Quality..., Requirements Gathering
Education
California State Polytechnic University-Pomona 1989 — 1991
BS, Business - Computer Information Systems
san gabriel mission
Information Innovators Inc. (Triple-i) May 2015 - August 2015
CCSi January 2008 - April 2015
CSC June 1996 - December 2007
Transamerica 1986 - 1996
Skills
PMP, Process Improvement, Program Management, IT Strategy, PMO, Vendor Management, Change Management, Integration, Outsourcing, IT Service Management, IT Management, Strategic Planning, Data Center, Business Analysis, ITIL, Project Portfolio..., Requirements Analysis, DoD, Strategy, Computer Security, Proposal Writing, Security, IT Outsourcing, Cross-functional Team..., Project Management, SDLC, Business Development, Operations Management, Governance, Management, Service Delivery, Visio, SharePoint, Cloud Computing, Risk Management, Information Technology, MS Project, Enterprise Architecture, IT Operations, Disaster Recovery, Leadership, Business Process..., Business Process, Business Continuity, Information Security...
Education
University of Redlands 1987 — 1989
Bachelor of Science, Business Administration and Mangement, Business Administration and Management, General, Graduated
Cal State Fullerton 1977 — 1979
None, History and Business Administration, Junior
Cypress College 1973 — 1975
Associate's degree, General Eduction, Graduated
Pacific Life May 1998 - Present
Transamerica 1992 - 1997
Education
California State Polytechnic University-Pomona 1988 — 1992
BS, Mathematics
Roberts & Ryan Investments Inc. DVBE April 2013 - Present
Broadmoor Capital 2007 - April 2013
David White & Associates March 2012 - July 2012
Nollenberger Capital Partners November 2006 - December 2007
Fulcrum Global Partners February 2004 - November 2006
WR Hambrecht + Co April 2000 - November 2003
Volpe Brown Whelan 1999 - 2000
Hambrecht & Quist May 1992 - 1999
First Boston Corporation 1983 - 1989
Transamerica 1980 - 1983
Skills
Equities, Securities, Trading, Equity Trading, Capital Markets, Institutional, Series 7, Investments, IPO, Series 24, Hedge Funds, Equity Research, Asset Management, Series 63, FINRA, Alternative Investments, Portfolio Management, Electronic Trading
Education
California State University-Fullerton 1974 — 1981
MBA, finance and marketing
Western Municipal Water District April 2013 - Present
Western Municipal Water District March 2004 - Present
Aldworth Inc / UPS Logistics March 2002 - March 2004
Mag Lite June 2000 - December 2001
Transamerica October 1999 - January 2000
Skills
Leadership Development, Employee Relations, Benefits Administration, HRIS, Performance Management, Employment Law, Employee Benefits, Succession Planning, Organizational..., Strategic Planning, Payroll, Change Management, Training, Recruiting, Human Resources, FMLA, Workforce Planning
Education
University of La Verne 2011 — 2014
Master's degree
California State Polytechnic University-Pomona 1995 — 2000
Bachelors
Transamerica December 1999 - Present
Enterprise Appraisal Co., Devon PA June 1995 - May 1999
Enterprise Appraisal Co., Devon, PA July 1985 - June 1995
Skills
Business Process, Software Documentation, Process Improvement, Outlook, Leadership, Management, SDLC, Microsoft Excel, MS Project, Access, Project Management, SharePoint, Training, Testing, Windows, Requirements Gathering, Excel, Analysis, Business Analysis, Insurance, Requirements Analysis
Education
Cabrini College
BA, Organizational Management
California Institute of Technology January 2001 - April 2009
Transamerica 1998 - 2000
The Holden Group 1987 - 1994
Skills
Budgets, PowerPoint, Financial Reporting, Microsoft Excel, Microsoft Office, Analysis, Accounting, Sarbanes-Oxley Act, Strategic Planning, Customer Service, Internal Controls, Excel, Process Improvement
Education
California Polytechnic State University-San Luis Obispo 1970 — 2009
B.S., Business Admin - Acctg
University of Redlands
MBA
Southern California Permanente Medical Group 2002 - Present
Transamerica 1990 - 2001
CIGNA Healthcare 1989 - 1990
Skills
Strategic Planning, Business Development, Financial Modeling, Project Management, Financial Analysis, New Business Development, Competitive Analysis
Education
UCLA Anderson School of Management 1998 — 2001
MBA, Finance
California State Polytechnic University-Pomona 1985 — 1988
BS, Finance
Glendale Community College 1982 — 1985
AA, General Education
Transamerica Regional Marketing DirectorTransamerica/AEGON USA, Inc.2005 - Present
Skills
Insurance, Series 6, Fixed Annuities, Term Life Insurance, Underwriting, Life Insurance, Retirement Planning, Health Insurance, Retirement, Employee Benefits, Universal Life, Long Term Care Insurance, Estate Planning, Long-term Care, Mutual Funds
Education
Brigham Young University 1985 — 1988
BS
Dixie State University 1981 — 1984
Pre med
Capital Group July 2015 - Present
Transamerica February 2013 - January 2015
Apex Outsourcing Inc. August 2009 - February 2013
Arizona Middle School September 2008 - May 2009
Video Giant January 2007 - September 2007
Skills
Leadership, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Budgets, Critical Thinking, Employee Benefits, Communication, Sales, Customer Service, Cold Calling, Management, Consulting, Telephone Skills, Advertising, Strategic Planning, Data Entry
Education
University of California, Riverside 2005 — 2009
Bachelor's degree, Business Administration and Management, General
California State University-Dominguez Hills
Master of Business Administration (MBA)
Transamerica September 2014 - Present
Dialogue Direct July 2013 - March 2014
Stevens-Henager College 2013 - 2013
Stevens-Henager College 2013 - 2013
Extend Health August 2010 - December 2012
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Research, PowerPoint, Leadership, Data Analysis, Marketing, Training, Teaching
Education
Utah Valley University 2013 — 2016
Undergraduate, Management Information Systems, General, Sophomore
Brigham Young University 2005 — 2009
Undergaduate, Japanese Studies
Transamerica December 2014 - Present
Communications Media, Inc. March 2012 - December 2014
Kantar Health 2008 - 2011
Skills
Customer Insight, Market Research, Primary Research, Quantitative Research, Qualitative research, SPSS, Positioning, Qualitative Research, Segmentation, Advertising Research, Focus Groups, Marketing Research, Competitive Intelligence, Consumer Behaviour, Analytics, Questionnaire Design, Marketing Strategy
Education
Villanova University 1992 — 1995
Master of Science (MS), Experimental Psychology
Cabrini College 1988 — 1992
Bachelor of Arts (BA), Psychology
The Hartford January 2013 - Present
Transamerica September 2005 - December 2012
The Mulcahy Law Firm March 2003 - September 2005
Skills
Financial Analysis, Strategic Planning, Process Improvement, Data Analysis, Microsoft Office, Leadership, Teamwork, Nonprofits, Fundraising, Budgets, Employee Benefits, Management, Insurance, Microsoft Excel, Research, Marketing, Training, Project Management, Analysis, Risk Management, Event Planning, Team Building, Public Speaking, Business Analysis, Recruiting, Leadership Development, Social Media, Life Insurance, Project Planning, Program Management, Coaching, Community Outreach, Marketing Strategy
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2002 — 2005
Bachelors, Business - Finance
Transamerica Life and Protection June 2012 - Present
Transamerica November 2011 - June 2012
Transamerica August 2008 - November 2011
Education
Cabrini College
West Chester University of Pennsylvania
Life Leadership January 2015 - Present
Transamerica March 2013 - August 2013
Chrysalis April 2012 - March 2013
Legal Aid Society of Salt Lake April 2011 - August 2011
Larsen Larsen Nash & Larsen July 2010 - September 2010
Skills
Microsoft Word, Teamwork, Goal Oriented, Management, Entrepreneurship, Training, Recruiting, Customer Service, Leadership, Coaching, Organizing, Great oral..., Great memory, Proficient with..., Good research skills, Good written..., Efficent, Type 55 wpm, Oral speaking, Knowledgeable in new..., Leadership Development, Employee Training, Sales, Negotiation, Microsoft Excel, Team Building, Public Speaking
Education
Broadview University-West Jordan 2008 — 2010
Associate, Paralegal
Transamerica March 2012 - Present
Skills
Strategic Financial..., Fixed Annuities, Forecasting, Sales Management, New Business Development, Insurance, Sales, Finance, Financial Analysis, Process Improvement, Risk Management, 401k, Business Planning, Coaching, Disability Insurance, Employee Benefits, Financial Planning, Strategic Planning, Team Building, Team Leadership, Term Life Insurance, Time Management, Training
Education
Cal State Hayward 1997 — 2000
Bachelor of Science (BS), Business/Finance
Aflac and Other Carriers September 2011 - Present
HPM Management June 2005 - August 2011
Transamerica May 1996 - December 2003
Skills
Employee Relations, Benefits, Compensation, Performance Management
Education
Bucknell University
BA
The University of Connecticut
MBA
CalOptima August 2015 - Present
CalOptima September 2010 - August 2015
CalOptima March 1999 - September 2010
Transamerica 1995 - 1998
Transamerica 1990 - 1995
Skills
Medicaid, Medicare, HIPAA, Healthcare, Managed Care, Healthcare Management, Process Improvement, Health Insurance, Data Analysis, Team Building, Project Management, Medical Coding, Change Management, Revenue Cycle, Healthcare Consulting, Healthcare Information...
Education
California State Polytechnic University-Pomona
BS, Civil Engineering
Transamerica October 2010 - Present
Citinet Mortgage May 2004 - October 2009
Skills
•Microsoft Office..., Accounts Receivable, Influential, strong..., Devoted worker under..., Fluent in English,..., Teamwork, Customer Service, PowerPoint, Data Analysis, Microsoft Office, QuickBooks, Microsoft Word, Marketing, Management, Access, Accounting, Equities, Financial Services, Microsoft Excel, Accounts Payable, Team Building, Team Leadership, Financial Modeling, Financial Analysis, Financial Accounting, Leadership, Analysis, Risk Management
Education
University of La Verne 2009 — 2011
MBA, Business Administration and Management, General
California State University-Fullerton 2006 — 2007
Bachelor of Arts (B.A.), Business/Managerial Economics
Transamerica January 2014 - Present
The Diversified Companies 2010 - Present
Skills
Insurance, Sales, Term Life Insurance, Whole Life, Customer Service, Health Insurance, Final Expense Insurance...
Education
Bishop Kearney High School 1979 — 1983
Bryant & Stratton College - Henrietta
Brown & Brown of Florida February 2015 - Present
Brown & Brown Insurance Agency of Virginia November 2013 - February 2015
Rogers Benefit Group January 2007 - January 2013
Robert J. Shafer & Associates March 2003 - January 2007
Principal Financial Group June 2001 - December 2002
InSource Inc. February 1998 - June 2001
Principal Financial Group December 1992 - February 1998
Transamerica March 1990 - December 1992
Skills
Employee Benefits, Disability Insurance, Insurance, Office Management, Brokers, Sales, Marketing, Management, Health Savings Accounts, Claim, Microsoft Word, Microsoft Excel, Customer Service, Health Insurance, Managed Care, Microsoft Outlook, Lotus Notes, Life Insurance, Property & Casualty..., Public Speaking, Teaching, Account Management, Underwriting, Term Life Insurance, Group Insurance, Long-term Care, Critical Illness, Benefits Administration, Retirement Planning, Group Medical
Education
Broward College
General Lines (2-20) - 200 Hours Pre-Licensing Course
Washington School for Secretaries
Administrative Assistant Certification, Executive Assistant/Executive Secretary
Freedom High School
College/University Preparatory and Advanced High School/Secondary Diploma Program
AIG October 2012 - April 2013
AIG April 2008 - October 2012
AIG April 2006 - April 2008
AIG June 2002 - April 2006
Fremont Insurance Company June 1998 - June 2002
Transamerica June 1996 - June 1998
Farmers Insurance Group of Companies August 1993 - June 1996
Skills
Spreadsheets, Word, PowerPoint, Financial Planning, Financial Analysis, Underwriting, Financial Accounting, Budgeting, Budget Preparation, Budget Tracking, Reinsurance, Budgets, Management, Brokers, Property & Casualty..., Strategic Financial..., Casualty, Microsoft Word, Liability, Analysis, General Insurance, Risk Management, Claim, Commercial Insurance, Accounting, Insurance
Education
California State Polytechnic University-Pomona 1998 — 2002
MBA
California State University-Los Angeles 1989 — 1993
BS, Accounting
Transamerica January 2007 - Present
Education
Cal State Fullerton
BS, Sociology
Transamerica 2006 - 2012
Transamerica September 2001 - July 2006
Education
Cal Poly Pomona 1989 — 1991
Bachelor's degree, Computer Information System
Macerich February 2013 - Present
Transamerica June 2006 - February 2013
M.S. Diamonds & Jewelry Inc. 2005 - 2006
Metro Networks 2004 - 2005
Skills
Event Planning, Photography, Photoshop, Administrative..., Painting
Education
California State Polytechnic University-Pomona
Bachelor of Arts (BA), Fine Arts
Transamerica December 2012 - Present
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Budgets
Education
Cabrillo College 2010 — 2013
Associate of Arts (AA), Business Administration and Management, General
Gavilan College 2008 — 2009
? August 2013 - Present
Transamerica August 2003 - August 2013
Education
Butler University
Microsoft June 2015 - August 2015
Brown Daily Herald Inc. August 2013 - May 2015
Brown University August 2014 - December 2014
Transamerica June 2014 - August 2014
Brown Advisory June 2013 - July 2013
The University of Iowa Hospitals and Clinics June 2010 - August 2012
Skills
Microsoft Excel, PowerPoint, Java, Python, C, Stata, LaTeX, Microsoft Word, Research, Data Analysis, Microsoft Office, Public Speaking
Education
Brown University 2012 — 2016
Bachelor of Science (B.S.), Computer Science-Economics
Iowa City West High School 2009 — 2012
Transamerica March 2000 - Present
Seagate Technology February 1998 - March 2000
Metropolitan Stevedore Co January 1996 - February 1998
Plaza Home Mortgage January 1994 - January 1996
Skills
Data Warehousing, OLAP Cube Studio, ETL, Dimensional Modeling, Data Mining, Data Modeling, Microsoft SQL Server, SQL DB2, Cubes, C#, VB.NET, Java, PowerBuilder, MDX, Oracle, Web Services, Web Development, Middleware, Databases, SSRS, SSIS, Erwin, Visual Studio, Eclipse, JavaScript
Education
California State University-Fullerton 1990 — 1994
Bachelor's degree, Computer Science