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
Deven Arora-Phraviseth Deven Arora-Phraviseth's Transamerica Experience August 2014 - Present
Job Student at College of San Mateo
Industry Financial Services
Experience
Mistral Restaurant and Bar July 2015 - Present
Transamerica August 2014 - Present
Top Shelf December 2013 - Present
Gusto February 2015 - July 2015
Red Hot Chili Pepper August 2014 - March 2015
Blue Line Pizza March 2014 - July 2014
CherryBerry Self-Serve Yogurt Bar August 2012 - January 2013
Delights of India/Tadka Indian Cuisine December 2007 - December 2012
Applewood Pizza May 2012 - July 2012
Starbucks July 2011 - June 2012
Skills
Cpr Certified, Food Safety, Microsoft Office, Scuba Diving, Lacrosse, Golf, Customer Service, Management, Time Management, Teamwork, Lifeguarding, Swimming, Restaurants, AED, First Aid, Critical Thinking, Customer Satisfaction, Inventory Management, Hospitality, Cashiering, Supervisory Skills, Team-oriented, Barista Training, Facebook, Employee Training, Merchandising, POS, Social Skills, Event Planning, Volunteering, Training, Food, PowerPoint, Cooking, Microsoft Word, People Skills, Food, Social Networking, Team Leadership, Rock Climbing, Hiking, Outdoor Recreation, Coffee, Adventure Travel, Snowboarding, Cash Register, Instagram, Tumblr, Food Preparation, Merchandise
Education
College of San Mateo 2013 — 2014
Psychology
Mistral Restaurant and Bar July 2015 - Present
Transamerica August 2014 - Present
Top Shelf December 2013 - Present
Gusto February 2015 - July 2015
Red Hot Chili Pepper August 2014 - March 2015
Blue Line Pizza March 2014 - July 2014
CherryBerry Self-Serve Yogurt Bar August 2012 - January 2013
Delights of India/Tadka Indian Cuisine December 2007 - December 2012
Applewood Pizza May 2012 - July 2012
Starbucks July 2011 - June 2012
Skills
Cpr Certified, Food Safety, Microsoft Office, Scuba Diving, Lacrosse, Golf, Customer Service, Management, Time Management, Teamwork, Lifeguarding, Swimming, Restaurants, AED, First Aid, Critical Thinking, Customer Satisfaction, Inventory Management, Hospitality, Cashiering, Supervisory Skills, Team-oriented, Barista Training, Facebook, Employee Training, Merchandising, POS, Social Skills, Event Planning, Volunteering, Training, Food, PowerPoint, Cooking, Microsoft Word, People Skills, Food, Social Networking, Team Leadership, Rock Climbing, Hiking, Outdoor Recreation, Coffee, Adventure Travel, Snowboarding, Cash Register, Instagram, Tumblr, Food Preparation, Merchandise
Education
College of San Mateo 2013 — 2014
Psychology
Richard Victor II Richard Victor II's Transamerica Experience January 2015 - Present
Job Experienced Sales and Customer Service Professional
Industry Banking
Experience
Transamerica January 2015 - Present
Virtual Piggy June 2014 - September 2014
Elevated Resources Inc July 2013 - May 2014
Blick Art Materials December 2012 - July 2013
Bank of America October 2008 - November 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Copying, Fax, Scanners, Outlook, Microsoft Office, Organization, Team Leadership, Spanish, Typing, Cash Register, Retail Banking, Cash Management, Customer Service, Building Relationships, Customer Satisfaction, Phone Etiquette, Data Entry, Public Speaking, Marketing, Leadership, Event Planning, Training, Teamwork, Retail, Banking, Time Management, Deposits, Telephone Skills, 10 Key, Critical Thinking, Sports, Sales, Coaching, Team Building
Education
Citrus College 2004 — 2008
Associate of Arts (A.A.), Social and Behavioral Sciences
Transamerica January 2015 - Present
Virtual Piggy June 2014 - September 2014
Elevated Resources Inc July 2013 - May 2014
Blick Art Materials December 2012 - July 2013
Bank of America October 2008 - November 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Copying, Fax, Scanners, Outlook, Microsoft Office, Organization, Team Leadership, Spanish, Typing, Cash Register, Retail Banking, Cash Management, Customer Service, Building Relationships, Customer Satisfaction, Phone Etiquette, Data Entry, Public Speaking, Marketing, Leadership, Event Planning, Training, Teamwork, Retail, Banking, Time Management, Deposits, Telephone Skills, 10 Key, Critical Thinking, Sports, Sales, Coaching, Team Building
Education
Citrus College 2004 — 2008
Associate of Arts (A.A.), Social and Behavioral Sciences
Darlene Janice Harris Darlene Janice Harris's Transamerica Experience December 1993 - February 1995
Job Speaking From The Heart
Industry Philanthropy
Experience
Speaking From The Heart Ministry April 1995 - Present
And He Restoreth My Soul Project January 1997 - Present
Denver Siekman Education Programs November 2013 - September 2014
TruSource a Division of Union Bank of California March 2004 - September 2008
Community Bible Church and Double Rock Baptist Church 2000 - 2008
IVAT 2005 - 2007
Transamerica December 1993 - February 1995
Skills
Plan Administration, Profit Sharing, Ministry Development, 401(k) Plan..., Leadership, Outlook, Microsoft Excel, Training, Publishing, Volunteer Management, Management, Research, Fundraising, Program Management, Team Building, Motivational Speaking, Project Planning, Published Author, Administration, Customer Service, Nonprofits, Employee Benefits, Public Speaking, Social Networking, Leadership Development, Community Outreach, Policy, Singing, Time Management, Program Development, Speech Writing
Education
Cincinnati State Technical and Community College 1969 — 1970
Not complete, Accounting
Speaking From The Heart Ministry April 1995 - Present
And He Restoreth My Soul Project January 1997 - Present
Denver Siekman Education Programs November 2013 - September 2014
TruSource a Division of Union Bank of California March 2004 - September 2008
Community Bible Church and Double Rock Baptist Church 2000 - 2008
IVAT 2005 - 2007
Transamerica December 1993 - February 1995
Skills
Plan Administration, Profit Sharing, Ministry Development, 401(k) Plan..., Leadership, Outlook, Microsoft Excel, Training, Publishing, Volunteer Management, Management, Research, Fundraising, Program Management, Team Building, Motivational Speaking, Project Planning, Published Author, Administration, Customer Service, Nonprofits, Employee Benefits, Public Speaking, Social Networking, Leadership Development, Community Outreach, Policy, Singing, Time Management, Program Development, Speech Writing
Education
Cincinnati State Technical and Community College 1969 — 1970
Not complete, Accounting
Clarence Bell Clarence Bell's Transamerica Experience May 2013 - August 2015
Job Wealth Organization Specialist
Industry Financial Services
Experience
C&A FINANCIAL GROUP August 2015 - Present
Transamerica May 2013 - August 2015
Combined Insurance April 2011 - October 2012
Skills
Insurance, Health Insurance, Disability Insurance, Brokers, Term Life Insurance, Life Insurance, Commercial Insurance, Whole Life, Health Savings Accounts, Liability, Umbrella Insurance, General Insurance, Fixed Annuities, Workers Compensation, Long-term Care, Underwriting, Employee Benefits, Sales, Accident, Critical Illness, Universal Life, Property & Casualty..., Customer Service, Team Building, Sales Management, Account Management, Cold Calling, Training, Leadership
Education
Independence University 2014 — 2016
Business Management
Kaplan University 2012 — 2012
Professional Certification, Property and Casualty Producer
John Jay College of Criminal Justice 1986 — 1988
Security Management / Forensic Science
C&A FINANCIAL GROUP August 2015 - Present
Transamerica May 2013 - August 2015
Combined Insurance April 2011 - October 2012
Skills
Insurance, Health Insurance, Disability Insurance, Brokers, Term Life Insurance, Life Insurance, Commercial Insurance, Whole Life, Health Savings Accounts, Liability, Umbrella Insurance, General Insurance, Fixed Annuities, Workers Compensation, Long-term Care, Underwriting, Employee Benefits, Sales, Accident, Critical Illness, Universal Life, Property & Casualty..., Customer Service, Team Building, Sales Management, Account Management, Cold Calling, Training, Leadership
Education
Independence University 2014 — 2016
Business Management
Kaplan University 2012 — 2012
Professional Certification, Property and Casualty Producer
John Jay College of Criminal Justice 1986 — 1988
Security Management / Forensic Science
Monique Theus's Transamerica Experience July 2011 - Present
Job Project Manager at Transamerica
Industry Investment Management
Experience
Transamerica July 2011 - Present
NeuroRestorative January 2011 - June 2011
State Farm May 2009 - August 2009
Skills
Adolescents, Anger Management, Counseling, Counselling, Event Planning, Public Speaking, Public Relations, Administration, Supervisory Skills, Program Development, Conflict Resolution, Community Outreach, Psychotherapy, Counseling Psychology
Education
Southern Illinois University, Carbondale 2006 — 2011
Bachelor's degree, Psychology
City Colleges of Chicago-Richard J Daley College
Transamerica July 2011 - Present
NeuroRestorative January 2011 - June 2011
State Farm May 2009 - August 2009
Skills
Adolescents, Anger Management, Counseling, Counselling, Event Planning, Public Speaking, Public Relations, Administration, Supervisory Skills, Program Development, Conflict Resolution, Community Outreach, Psychotherapy, Counseling Psychology
Education
Southern Illinois University, Carbondale 2006 — 2011
Bachelor's degree, Psychology
City Colleges of Chicago-Richard J Daley College
Jackie Nole Jackie Nole's Transamerica Experience November 2012 - Present
Job Financial Services and Business Owner
Industry Investment Management
Experience
Transamerica November 2012 - Present
Mary Kay Inc. March 2012 - May 2013
Several Families on the Peninsula April 1999 - May 2013
Deditos Family Childcare September 2007 - October 2010
A&E Electric February 2000 - April 2000
Sears Portrait Studio September 1999 - February 2000
Skills
Fluent in Spanish, Customer Service, Internet, Online Marketing, Online Advertising, Online Research, Online Communications, Household, Parenting, Business Planning, Financial Planning, Project Planning, Supervisory Skills, Writing Skills, People Skills, Cosmetics, Tax Preparation, Social Networking, Contract Negotiation, Interior Design, Career Counseling, Student Counseling, Counseling, Non-profits, Emotional Intelligence, Team Leadership, Team Management, Teamwork, Teaching, PowerPoint, Excel, Microsoft Office, Office Administration, Telephone Skills, Community Outreach, Writing, Blogging, Event Management, Education, Disease Prevention, Cpr Certified, First Aid, Hospitality, Hosting, Customer Relations, Childcare, Working With Children, Child Abuse, Early Childhood..., Child Health
Education
Notre Dame de Namur University 2009 — 2012
Human Services, Counseling, Administration
College of San Mateo 2001 — 2008
Microsoft Office Software, Biology, General Education
Canada College 2005 — 2005
Early Childhood Development, Biology, Fashion Design
Transamerica November 2012 - Present
Mary Kay Inc. March 2012 - May 2013
Several Families on the Peninsula April 1999 - May 2013
Deditos Family Childcare September 2007 - October 2010
A&E Electric February 2000 - April 2000
Sears Portrait Studio September 1999 - February 2000
Skills
Fluent in Spanish, Customer Service, Internet, Online Marketing, Online Advertising, Online Research, Online Communications, Household, Parenting, Business Planning, Financial Planning, Project Planning, Supervisory Skills, Writing Skills, People Skills, Cosmetics, Tax Preparation, Social Networking, Contract Negotiation, Interior Design, Career Counseling, Student Counseling, Counseling, Non-profits, Emotional Intelligence, Team Leadership, Team Management, Teamwork, Teaching, PowerPoint, Excel, Microsoft Office, Office Administration, Telephone Skills, Community Outreach, Writing, Blogging, Event Management, Education, Disease Prevention, Cpr Certified, First Aid, Hospitality, Hosting, Customer Relations, Childcare, Working With Children, Child Abuse, Early Childhood..., Child Health
Education
Notre Dame de Namur University 2009 — 2012
Human Services, Counseling, Administration
College of San Mateo 2001 — 2008
Microsoft Office Software, Biology, General Education
Canada College 2005 — 2005
Early Childhood Development, Biology, Fashion Design
Katie Ricklefs's Transamerica Experience December 2014 - Present
Job Marketing and Communications
Industry Financial Services
Experience
Transamerica December 2014 - Present
APAC Customer Services, Inc. NCO Group, Expert Global Solutions September 2011 - November 2014
Frontier Natural Products May 2011 - August 2011
J&P Cycles May 2008 - August 2011
Coe College December 2010 - May 2011
Skills
Public Relations, Press Releases, Customer Service, Marketing Communications, Market Research, Microsoft Office, Proposal Writing, Event Planning, Public Speaking, Multimedia Marketing..., Media Relations, Copy Editing, Technical Writing, iMovie, Audacity, Windows & Mac operating..., Salesforce.com, Interpersonal...
Education
Coe College 2007 — 2011
Bachelor of Arts, Double Major: Public Relations and Fitness Development / Minor: Writing
Monticello High School
Transamerica December 2014 - Present
APAC Customer Services, Inc. NCO Group, Expert Global Solutions September 2011 - November 2014
Frontier Natural Products May 2011 - August 2011
J&P Cycles May 2008 - August 2011
Coe College December 2010 - May 2011
Skills
Public Relations, Press Releases, Customer Service, Marketing Communications, Market Research, Microsoft Office, Proposal Writing, Event Planning, Public Speaking, Multimedia Marketing..., Media Relations, Copy Editing, Technical Writing, iMovie, Audacity, Windows & Mac operating..., Salesforce.com, Interpersonal...
Education
Coe College 2007 — 2011
Bachelor of Arts, Double Major: Public Relations and Fitness Development / Minor: Writing
Monticello High School
Ashlee Koster Ashlee Koster's Transamerica Experience August 2014 - December 2014
Job Weight Loss Counselor, Yoga Instructor, Personal Trainer, Young Living Essential Oils Distributer
Industry Professional Training & Coaching
Experience
Heath Health Foods January 2013 - Present
Crossfit Paducah November 2014 - December 2014
Transamerica August 2014 - December 2014
Genesis Strength and Fitness July 2013 - July 2014
Crossfit Dig Deep June 2013 - June 2014
Changing Your Tomorrow April 2012 - January 2014
Skills
Microsoft Office, Public Relations, PowerPoint, Public Speaking, Microsoft Word, Holistic Health, Marketing, Human Resources, Social Networking, Wellness, Fitness, Microsoft Excel, Customer Service, Coaching, Nutrition, Social Media Marketing, Event Planning, Teamwork, Leadership Development, Training, Team Building, Sales, Fundraising, Recruiting, Leadership, Facebook, Event Management, Entrepreneurship, Community Outreach, Advertising, Marketing Strategy, Insurance, Staff Development, Team Leadership, Online Marketing, Creative Writing, Marketing Communications, Email Marketing, Strategic Planning, Personal Development, Online Advertising, Employee Relations, Office Management, Employee Benefits, Management, Teaching, Small Business, Social Media, Time Management, Research
Education
Charleston Southern University 2004 — 2005
Communications, Drama and Dramatics/Theatre Arts, General
West Kentucky Community and Technical College 2001 — 2003
General Studies, Communication and Media Studies
Heath Health Foods January 2013 - Present
Crossfit Paducah November 2014 - December 2014
Transamerica August 2014 - December 2014
Genesis Strength and Fitness July 2013 - July 2014
Crossfit Dig Deep June 2013 - June 2014
Changing Your Tomorrow April 2012 - January 2014
Skills
Microsoft Office, Public Relations, PowerPoint, Public Speaking, Microsoft Word, Holistic Health, Marketing, Human Resources, Social Networking, Wellness, Fitness, Microsoft Excel, Customer Service, Coaching, Nutrition, Social Media Marketing, Event Planning, Teamwork, Leadership Development, Training, Team Building, Sales, Fundraising, Recruiting, Leadership, Facebook, Event Management, Entrepreneurship, Community Outreach, Advertising, Marketing Strategy, Insurance, Staff Development, Team Leadership, Online Marketing, Creative Writing, Marketing Communications, Email Marketing, Strategic Planning, Personal Development, Online Advertising, Employee Relations, Office Management, Employee Benefits, Management, Teaching, Small Business, Social Media, Time Management, Research
Education
Charleston Southern University 2004 — 2005
Communications, Drama and Dramatics/Theatre Arts, General
West Kentucky Community and Technical College 2001 — 2003
General Studies, Communication and Media Studies
Reene Jones's Transamerica Experience September 2005 - December 2013
Job Paralegal at AccentCare, Inc.
Industry Insurance
Experience
AccentCare, Inc. October 2014 - Present
AlixaRx April 2014 - July 2014
Transamerica September 2005 - December 2013
Collin County Community College 2012 - 2012
Robinson & Post September 1999 - August 2005
Skills
Insurance, Health Insurance, Customer Service, HIPAA, Legal Research, Project Management, Public Speaking, Insurance Law, Policy, Process Improvement, Legal Compliance, Training, Management
Education
Texas Woman's University 1999 — 2001
BS, Legal, Summa Cum Laude
Collin County Community College 1999 — 2000
Paralegal Certificate, Legal Assistant/Paralegal
University of Oregon 1983 — 1986
Political Science and Government
AccentCare, Inc. October 2014 - Present
AlixaRx April 2014 - July 2014
Transamerica September 2005 - December 2013
Collin County Community College 2012 - 2012
Robinson & Post September 1999 - August 2005
Skills
Insurance, Health Insurance, Customer Service, HIPAA, Legal Research, Project Management, Public Speaking, Insurance Law, Policy, Process Improvement, Legal Compliance, Training, Management
Education
Texas Woman's University 1999 — 2001
BS, Legal, Summa Cum Laude
Collin County Community College 1999 — 2000
Paralegal Certificate, Legal Assistant/Paralegal
University of Oregon 1983 — 1986
Political Science and Government
Melina Ahmadpour Melina Ahmadpour's Transamerica Experience September 2014 - September 2014
Job Speaker and Agent at New York Life
Industry Insurance
Experience
New York Life Insurance Company 2014 - Present
Comfort Zone Camp 2014 - Present
NAIFA April 2015 - April 2015
Ohio National Financial Services April 2015 - April 2015
New York Life Insurance Company October 2014 - October 2014
New York Life Insurance Company October 2014 - October 2014
Money and Culture Foundation - First Budapest Insurance Summit September 2014 - September 2014
NAIFA-Texas September 2014 - September 2014
Transamerica September 2014 - September 2014
New York Life Insurance Company August 2014 - August 2014
Skills
Public Speaking, Insurance, Sales, Life Insurance, Management, Leadership, Direct Sales, Marketing, Fixed Annuities, Retirement, Financial Planning, Term Life Insurance, Finance, Financial Services, Retirement Planning
Education
Cerritos College 2013 — 2015
Currently Enrolled, International/Global Studies
New York Life Insurance Company 2014 - Present
Comfort Zone Camp 2014 - Present
NAIFA April 2015 - April 2015
Ohio National Financial Services April 2015 - April 2015
New York Life Insurance Company October 2014 - October 2014
New York Life Insurance Company October 2014 - October 2014
Money and Culture Foundation - First Budapest Insurance Summit September 2014 - September 2014
NAIFA-Texas September 2014 - September 2014
Transamerica September 2014 - September 2014
New York Life Insurance Company August 2014 - August 2014
Skills
Public Speaking, Insurance, Sales, Life Insurance, Management, Leadership, Direct Sales, Marketing, Fixed Annuities, Retirement, Financial Planning, Term Life Insurance, Finance, Financial Services, Retirement Planning
Education
Cerritos College 2013 — 2015
Currently Enrolled, International/Global Studies
Alyssa Diaz Alyssa Diaz's Transamerica Experience Change People's lives- Offer services/strategies on reaching financial freedom$
Job Financial Services at Transamerica
Industry Financial Services
Experience
Transamerica Change People's lives- Offer services/strategies on reaching financial freedom$
Skills
Strategic Financial..., Financial Services
Education
Chabot College
Sonoma State University
Transamerica Change People's lives- Offer services/strategies on reaching financial freedom$
Skills
Strategic Financial..., Financial Services
Education
Chabot College
Sonoma State University
Noor Amr's Transamerica Experience January 2015 - Present
Job Talent Acquisition Talent Sourcer
Industry Human Resources
Experience
Transamerica January 2015 - Present
Transamerica August 2014 - January 2015
Coe College August 2013 - May 2014
Coe College March 2013 - March 2014
Coe College August 2013 - November 2013
Skills
Time Management, Teamwork, Public Speaking, Microsoft Office, Photography, iMovie, Organization, Talent Sourcing, Communication, Social Media, Photoshop, Writing, Creativity, Communication Skills, Talent Acquisition, Video and Photo Editing, Illustrator, Positive Personality, Always Willing to Learn, Graphic Design, Photojournalism, Audacity, High Energy Level, Public Relations, Meeting Scheduling
Education
Coe College 2010 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies; Minoring in Art
Linn-Mar High School 2006 — 2010
Transamerica January 2015 - Present
Transamerica August 2014 - January 2015
Coe College August 2013 - May 2014
Coe College March 2013 - March 2014
Coe College August 2013 - November 2013
Skills
Time Management, Teamwork, Public Speaking, Microsoft Office, Photography, iMovie, Organization, Talent Sourcing, Communication, Social Media, Photoshop, Writing, Creativity, Communication Skills, Talent Acquisition, Video and Photo Editing, Illustrator, Positive Personality, Always Willing to Learn, Graphic Design, Photojournalism, Audacity, High Energy Level, Public Relations, Meeting Scheduling
Education
Coe College 2010 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies; Minoring in Art
Linn-Mar High School 2006 — 2010
Christopher Adair Christopher Adair's Transamerica Experience November 2014 - Present
Job Regional Director at Transamerica Life Insurance Company
Industry Insurance
Experience
Transamerica November 2014 - Present
Bankers Life and Casualty January 2013 - October 2014
Bankers Life and Casualty May 2006 - October 2014
Skills
Term Life Insurance, Whole Life, Life Insurance, Health Insurance, Universal Life, Fixed Annuities, Long-term Care, Sales, Sales Management, Insurance, Cold Calling, Recruiting
Education
Coe College
Bachelor of Arts (B.A.), Business Admininstration
Transamerica November 2014 - Present
Bankers Life and Casualty January 2013 - October 2014
Bankers Life and Casualty May 2006 - October 2014
Skills
Term Life Insurance, Whole Life, Life Insurance, Health Insurance, Universal Life, Fixed Annuities, Long-term Care, Sales, Sales Management, Insurance, Cold Calling, Recruiting
Education
Coe College
Bachelor of Arts (B.A.), Business Admininstration
Casey E. Clark, CIMA, CRPS Casey E. Clark, CIMA, CRPS's Transamerica Experience April 2010 - July 2011
Job Retirement Plan Professional / Retirement Plan Consultant for the Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group August 2014 - Present
Capital Group October 2011 - August 2014
Transamerica April 2010 - July 2011
Skills
401k, Financial Services, Customer Service, Retirement
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Certified Invesment Mangement Anaylst
College for Financial Planning 2012 — 2012
Retirement Plan Specialist, Retirement Plans
University of Northern Iowa 2004 — 2007
Bachelor's Degree, Finance, General
Iowa Central Community College 2003 — 2004
Business/Commerce, General
Principal Financial Group August 2014 - Present
Capital Group October 2011 - August 2014
Transamerica April 2010 - July 2011
Skills
401k, Financial Services, Customer Service, Retirement
Education
University of Pennsylvania - The Wharton School 2014 — 2014
Certified Invesment Mangement Anaylst
College for Financial Planning 2012 — 2012
Retirement Plan Specialist, Retirement Plans
University of Northern Iowa 2004 — 2007
Bachelor's Degree, Finance, General
Iowa Central Community College 2003 — 2004
Business/Commerce, General
Jenny Sterner Jenny Sterner's Transamerica Experience April 2010 - November 2011
Job Screenwriting Department Coordinator at New York Film Academy
Industry Motion Pictures and Film
Experience
New York Film Academy November 2014 - Present
Deluxe Entertainment Services Group September 2014 - Present
BLANKSPACES May 2014 - November 2014
Muse Entertainment Enterprises February 2014 - May 2014
Cedar Rapids Gazette January 2012 - August 2012
Orchestra Iowa September 2005 - August 2012
Transamerica April 2010 - November 2011
Orchestra Iowa September 2004 - August 2008
Skills
Creative Writing, Screenwriting, Comic Writing, Script Coverage, Violin, Viola, Newsprint, Comics, String Quartet, Teaching, Microsoft Office, Office Administration, Japanese, French, Web Design, Administrative..., Orchestral Music, Feature Films, Television Writing, Prose Writing, Poetry, Game Writing, Music Coaching, Life Insurance, Retail, Pitching Stories, Script-writing, Proofreading, Television, Final Draft Pro, Copywriting, Script Editing, Screenwriter, Prose
Education
New York Film Academy 2012 — 2014
Master's degree, Screenwriting, Graduated with Honors
Coe College 2004 — 2008
Bachelor of Arts (B.A.), English, Creative Writing
New York Film Academy November 2014 - Present
Deluxe Entertainment Services Group September 2014 - Present
BLANKSPACES May 2014 - November 2014
Muse Entertainment Enterprises February 2014 - May 2014
Cedar Rapids Gazette January 2012 - August 2012
Orchestra Iowa September 2005 - August 2012
Transamerica April 2010 - November 2011
Orchestra Iowa September 2004 - August 2008
Skills
Creative Writing, Screenwriting, Comic Writing, Script Coverage, Violin, Viola, Newsprint, Comics, String Quartet, Teaching, Microsoft Office, Office Administration, Japanese, French, Web Design, Administrative..., Orchestral Music, Feature Films, Television Writing, Prose Writing, Poetry, Game Writing, Music Coaching, Life Insurance, Retail, Pitching Stories, Script-writing, Proofreading, Television, Final Draft Pro, Copywriting, Script Editing, Screenwriter, Prose
Education
New York Film Academy 2012 — 2014
Master's degree, Screenwriting, Graduated with Honors
Coe College 2004 — 2008
Bachelor of Arts (B.A.), English, Creative Writing
Laura Pietrosanti Laura Pietrosanti's Transamerica Experience May 2013 - Present
Job Financial Consultant
Industry Financial Services
Experience
Transamerica May 2013 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, Sales, Customer Service, Small Business, Team Building, Marketing Strategy, Marketing
Education
College of San Mateo
Associate of Arts (AA), General Education
San Jose State University
Transamerica May 2013 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, Sales, Customer Service, Small Business, Team Building, Marketing Strategy, Marketing
Education
College of San Mateo
Associate of Arts (AA), General Education
San Jose State University
Timothy Sandquist's Transamerica Experience April 2011 - March 2012
Job Logistics Specialist at LimoLink
Industry Hospitality
Experience
LimoLink April 2012 - Present
Transamerica April 2011 - March 2012
Sandquist Farms August 2008 - December 2008
Skills
Always Punctual, Goal Oriented, Goal Setting, Consideration, Hardwork, Detailed Organization, Highly detail oriented, Fast-paced, Truth, Fun, Energetic Self-Starter, Courtesy, Helpful, Honest, Kindness
Education
Coe College 2007 — 2012
Bachelor of Science (BS), Business Administration and Management, General
LimoLink April 2012 - Present
Transamerica April 2011 - March 2012
Sandquist Farms August 2008 - December 2008
Skills
Always Punctual, Goal Oriented, Goal Setting, Consideration, Hardwork, Detailed Organization, Highly detail oriented, Fast-paced, Truth, Fun, Energetic Self-Starter, Courtesy, Helpful, Honest, Kindness
Education
Coe College 2007 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Rick Loudenback's Transamerica Experience March 1984 - April 1993
Job Executive VP, GCG Financial
Industry Financial Services
Experience
GCG Financial December 2005 - Present
Prudential Financial April 1993 - November 2005
Transamerica March 1984 - April 1993
Skills
Retirement Planning, Strategic Financial..., Retirement, Series 7, Investments, Wealth Management, Estate Planning, Fixed Annuities, Insurance, 401k, Mutual Funds, Long-term Care, Life Insurance, Securities, Disability Insurance, Employee Benefits, Asset Managment, Financial Advisory, Portfolio Management, Risk Management, Holistic Financial..., Wealth Preservation..., Tax Free Income, College Funding..., College Education..., Intergenerational..., Concentrated Stock..., Alternative Investment..., Tactical Asset..., Income for Life, Permanent Life Insurance, Business Overhead..., Key Person Protection, Individual Pension Plans, Critical Illness, Shareholder Protection, Certified Financial..., FPA, Executive Sales..., Client/Hiring Manager..., Building Strong..., Talent Pipelining, Talent Mining, Talent Intelligence, Talent Analytics, High Potential...
Education
College for Financial Planning 2002 — 2003
Certified Financial Planner, Financial Planning
Columbia College 1990 — 1991
BS, Business Administration
Truman State University 1979 — 1983
Bachelor of Science (BS), Business
Macon, MO
GCG Financial December 2005 - Present
Prudential Financial April 1993 - November 2005
Transamerica March 1984 - April 1993
Skills
Retirement Planning, Strategic Financial..., Retirement, Series 7, Investments, Wealth Management, Estate Planning, Fixed Annuities, Insurance, 401k, Mutual Funds, Long-term Care, Life Insurance, Securities, Disability Insurance, Employee Benefits, Asset Managment, Financial Advisory, Portfolio Management, Risk Management, Holistic Financial..., Wealth Preservation..., Tax Free Income, College Funding..., College Education..., Intergenerational..., Concentrated Stock..., Alternative Investment..., Tactical Asset..., Income for Life, Permanent Life Insurance, Business Overhead..., Key Person Protection, Individual Pension Plans, Critical Illness, Shareholder Protection, Certified Financial..., FPA, Executive Sales..., Client/Hiring Manager..., Building Strong..., Talent Pipelining, Talent Mining, Talent Intelligence, Talent Analytics, High Potential...
Education
College for Financial Planning 2002 — 2003
Certified Financial Planner, Financial Planning
Columbia College 1990 — 1991
BS, Business Administration
Truman State University 1979 — 1983
Bachelor of Science (BS), Business
Macon, MO
John Wegner John Wegner's Transamerica Experience May 2014 - Present
Job Personally Producing Sales Manager at TRANSAMERICA AGENCY NETWORK
Industry Insurance
Experience
Transamerica May 2014 - Present
Transamerica Agency Network, Inc. November 2013 - April 2014
Dignity Designs, Inc. August 2012 - March 2014
Allstate Financial April 2011 - May 2013
State Farm Insurance January 2006 - February 2011
Skills
Annuities, Long Term Care, Disability Insurance, Annuity, Insurance, Term Life Insurance, Insurance Planning, Series 6, Series 63, Long-term Care, Fixed Annuities, Financial Planners, Sales Process, Direct Sales, Sales Presentations, Permanent Life Insurance, Instructor-led Training, Employee Training, CPA, Entrepreneurship, Youth Ministry, Leadership, 401k, Property
Education
Tom Hopkins Sales Mastery Boot Camp 1999 — 1999
Sales Champion, Closing sales
Chicago State University 1979 — 1981
Bachelor of Science (B.S.), Accounting
Transamerica May 2014 - Present
Transamerica Agency Network, Inc. November 2013 - April 2014
Dignity Designs, Inc. August 2012 - March 2014
Allstate Financial April 2011 - May 2013
State Farm Insurance January 2006 - February 2011
Skills
Annuities, Long Term Care, Disability Insurance, Annuity, Insurance, Term Life Insurance, Insurance Planning, Series 6, Series 63, Long-term Care, Fixed Annuities, Financial Planners, Sales Process, Direct Sales, Sales Presentations, Permanent Life Insurance, Instructor-led Training, Employee Training, CPA, Entrepreneurship, Youth Ministry, Leadership, 401k, Property
Education
Tom Hopkins Sales Mastery Boot Camp 1999 — 1999
Sales Champion, Closing sales
Chicago State University 1979 — 1981
Bachelor of Science (B.S.), Accounting
Curtis Stochl Curtis Stochl's Transamerica Experience September 2012 - July 2013
Job Web Developer at 2nd Story Software
Industry Information Technology and Services
Experience
TaxACT July 2013 - Present
Transamerica September 2012 - July 2013
Transamerica February 2012 - August 2012
GasDay May 2011 - August 2011
The University of Iowa June 2010 - August 2010
Skills
LaTeX, Matlab, Data Mining, Statistics, Data Analysis, Software Engineering, C++, C, Inverse Problems, JavaScript, C#, Oracle SQL, MySQL, Python, Unix, Emacs Lisp, Prolog, PHP, Objective-C, Visual Studio
Education
Coe College 2009 — 2013
BA, Mathematics, Computer Science
TaxACT July 2013 - Present
Transamerica September 2012 - July 2013
Transamerica February 2012 - August 2012
GasDay May 2011 - August 2011
The University of Iowa June 2010 - August 2010
Skills
LaTeX, Matlab, Data Mining, Statistics, Data Analysis, Software Engineering, C++, C, Inverse Problems, JavaScript, C#, Oracle SQL, MySQL, Python, Unix, Emacs Lisp, Prolog, PHP, Objective-C, Visual Studio
Education
Coe College 2009 — 2013
BA, Mathematics, Computer Science
Doug Bryant Doug Bryant's Transamerica Experience September 2007 - October 2007
Job Independent Ruby Developer
Industry Computer Software
Experience
Netinlet February 2012 - Present
Fidelity Life Association February 2012 - February 2014
MileMeter November 2007 - January 2012
Trident Forms March 2005 - December 2007
Transamerica September 2007 - October 2007
Transamerica August 2004 - March 2005
ICF Consulting May 2001 - August 2004
STARSS, LLC. (Space Technology Applications and Remote Sensing Solutions) September 2000 - May 2001
Carepoint, Inc. February 1999 - August 2000
Bryant Risk Management, Inc. July 1996 - February 1999
Skills
Ruby on Rails, Ruby, RSpec, REST, PostgreSQL, XML, Web Applications, JavaScript, Backbone.js, Angular.js, Node.js, RabbitMQ, MySQL, MongoDB, jQuery, Web Services, Agile Methodologies, CSS, Amazon EC2, JSON, Hibernate, Spring, Java, Java Enterprise Edition
Education
College of Charleston 1991 — 1995
Batchelor of Arts, Philosophy
Netinlet February 2012 - Present
Fidelity Life Association February 2012 - February 2014
MileMeter November 2007 - January 2012
Trident Forms March 2005 - December 2007
Transamerica September 2007 - October 2007
Transamerica August 2004 - March 2005
ICF Consulting May 2001 - August 2004
STARSS, LLC. (Space Technology Applications and Remote Sensing Solutions) September 2000 - May 2001
Carepoint, Inc. February 1999 - August 2000
Bryant Risk Management, Inc. July 1996 - February 1999
Skills
Ruby on Rails, Ruby, RSpec, REST, PostgreSQL, XML, Web Applications, JavaScript, Backbone.js, Angular.js, Node.js, RabbitMQ, MySQL, MongoDB, jQuery, Web Services, Agile Methodologies, CSS, Amazon EC2, JSON, Hibernate, Spring, Java, Java Enterprise Edition
Education
College of Charleston 1991 — 1995
Batchelor of Arts, Philosophy
Bindu Sagar Macha Bindu Sagar Macha's Transamerica Experience 2013 - Present
Job Ariba Consultant at Randstad Technologies
Industry Information Technology and Services
Experience
Transamerica 2013 - Present
Transamerica 2013 - 2015
Tata Consultancy Services February 2010 - June 2013
Motorola Mobility 2009 - 2012
Cummins Inc. August 2006 - August 2009
Tata Consultancy Services July 2005 - August 2006
Skills
SDLC, Requirements Analysis, Ariba, PL/SQL, Oracle, Unix, Informatica, Test Management, DB2, Requirements Gathering, XML, Unix Shell Scripting, Consulting, Shell Scripting, Software Project..., Business Analysis, SQL, Java, Java Enterprise Edition, ERP, Agile Methodologies, Vendor Management, Solution Architecture, Business Process, Web Services, Sourcing, Contract Management, Spend Management, Spend Analysis, Indirect Spend, Procure-to-Pay, E-procurement, Data Analysis, Data Migration, Financial Reporting, Sales Tax, Catalog Management, Supplier Management, Supplier Performance, Solution Implementation, Enterprise Architecture, Middleware, Full Life Cycle...
Education
Coimbatore Institute of Technology 2000 — 2005
Master of Science, Software Engineering
Transamerica 2013 - Present
Transamerica 2013 - 2015
Tata Consultancy Services February 2010 - June 2013
Motorola Mobility 2009 - 2012
Cummins Inc. August 2006 - August 2009
Tata Consultancy Services July 2005 - August 2006
Skills
SDLC, Requirements Analysis, Ariba, PL/SQL, Oracle, Unix, Informatica, Test Management, DB2, Requirements Gathering, XML, Unix Shell Scripting, Consulting, Shell Scripting, Software Project..., Business Analysis, SQL, Java, Java Enterprise Edition, ERP, Agile Methodologies, Vendor Management, Solution Architecture, Business Process, Web Services, Sourcing, Contract Management, Spend Management, Spend Analysis, Indirect Spend, Procure-to-Pay, E-procurement, Data Analysis, Data Migration, Financial Reporting, Sales Tax, Catalog Management, Supplier Management, Supplier Performance, Solution Implementation, Enterprise Architecture, Middleware, Full Life Cycle...
Education
Coimbatore Institute of Technology 2000 — 2005
Master of Science, Software Engineering
Kiely Donovan's Transamerica Experience August 2006 - October 2011
Job Administrative Assistant and Event Coordinator at Streams Ministries
Industry Religious Institutions
Experience
Streams Ministries International October 2011 - Present
Transamerica August 2006 - October 2011
Convergys January 2004 - July 2006
West Teleservices 2000 - 2002
Skills
Writing, Editing, Proofreading, Nonprofits, Community Outreach, Public Speaking, Event Planning, System Administration, Outlook, Social Networking, Blogging, Social Media, Microsoft Word, Microsoft Excel, PowerPoint, Teaching, Microsoft Office, Research, Volunteer Management, Social Media Marketing, Coaching, Marketing Communications, Interviews, Workforce Management, Idea Generation
Education
Collin County Community College 2010 — 2014
AAS, Business Management
Rhema Bible Training Center 2000 — 2002
Diploma, Youth Ministry
Streams Ministries International October 2011 - Present
Transamerica August 2006 - October 2011
Convergys January 2004 - July 2006
West Teleservices 2000 - 2002
Skills
Writing, Editing, Proofreading, Nonprofits, Community Outreach, Public Speaking, Event Planning, System Administration, Outlook, Social Networking, Blogging, Social Media, Microsoft Word, Microsoft Excel, PowerPoint, Teaching, Microsoft Office, Research, Volunteer Management, Social Media Marketing, Coaching, Marketing Communications, Interviews, Workforce Management, Idea Generation
Education
Collin County Community College 2010 — 2014
AAS, Business Management
Rhema Bible Training Center 2000 — 2002
Diploma, Youth Ministry
Nick Zimmerman Nick Zimmerman's Transamerica Experience March 2012 - Present
Job Computer Systems Engineer
Industry Information Technology and Services
Experience
Transamerica March 2012 - Present
EnCompass Iowa October 2005 - March 2012
Skills
Lync Server 2013, Microsoft Exchange, Cisco Technologies, Networking, Server Architecture, Virtualization, Powershell, Troubleshooting, Disaster Recovery, Windows 7, Citrix, Server Administration, Storage Area Networks, Network Administration, Microsoft Office, System Administration, Windows Server, VMware, VMware ESX, Customer Service, Project Management, SQL, Business Analysis, Active Directory, SharePoint, Microsoft Technologies, Cloud Computing, SCCM
Education
Coe College 2001 — 2005
Bachelor of Arts (B.A.), Computer Science
Transamerica March 2012 - Present
EnCompass Iowa October 2005 - March 2012
Skills
Lync Server 2013, Microsoft Exchange, Cisco Technologies, Networking, Server Architecture, Virtualization, Powershell, Troubleshooting, Disaster Recovery, Windows 7, Citrix, Server Administration, Storage Area Networks, Network Administration, Microsoft Office, System Administration, Windows Server, VMware, VMware ESX, Customer Service, Project Management, SQL, Business Analysis, Active Directory, SharePoint, Microsoft Technologies, Cloud Computing, SCCM
Education
Coe College 2001 — 2005
Bachelor of Arts (B.A.), Computer Science
Dakota Crosswhite's Transamerica Experience June 2013 - June 2014
Job Extroverted personality, great with people, background in management and sales.
Industry Public Relations and Communications
Experience
CRST International June 2015 - Present
Reds Public House September 2010 - Present
Next Generation Wireless November 2011 - June 2015
Butcher Block Steakhouse April 2014 - August 2014
Transamerica June 2013 - June 2014
Jerseys December 2011 - February 2012
La Cantina June 2011 - January 2012
ARA Gallery & Interiors January 2011 - April 2011
Bushwood Sports Bar & Grill March 2010 - November 2010
Cedar Rapids Country Club May 2006 - September 2010
Skills
Public Relations, Social Media Marketing, Fundraising, Management, Marketing, Public Speaking, Social Media, Event Planning, Customer Service, Microsoft Office, Sales, Retail, Interviews, Leadership, Advertising, Social Networking, Time Management, Sales Management, Microsoft Excel
Education
Coe College 2007 — 2011
Bachelor of Arts, Business Administration, Public Relations, Communication
Washington High School 2002 — 2007
General, General
CRST International June 2015 - Present
Reds Public House September 2010 - Present
Next Generation Wireless November 2011 - June 2015
Butcher Block Steakhouse April 2014 - August 2014
Transamerica June 2013 - June 2014
Jerseys December 2011 - February 2012
La Cantina June 2011 - January 2012
ARA Gallery & Interiors January 2011 - April 2011
Bushwood Sports Bar & Grill March 2010 - November 2010
Cedar Rapids Country Club May 2006 - September 2010
Skills
Public Relations, Social Media Marketing, Fundraising, Management, Marketing, Public Speaking, Social Media, Event Planning, Customer Service, Microsoft Office, Sales, Retail, Interviews, Leadership, Advertising, Social Networking, Time Management, Sales Management, Microsoft Excel
Education
Coe College 2007 — 2011
Bachelor of Arts, Business Administration, Public Relations, Communication
Washington High School 2002 — 2007
General, General
Alan Goodyear Alan Goodyear's Transamerica Experience September 1996 - April 1997
Job Vice President, IT Senior Business Analyst at First Niagara Bank
Industry Computer Software
Experience
First Niagara Bank September 2014 - Present
First Niagara Bank May 2014 - September 2014
Synacor November 2012 - March 2014
ShoptoCook, Inc. January 2007 - November 2012
Ness Technologies March 2005 - January 2007
Perot Systems Corporation June 2001 - March 2005
Electronic Data Systems Incorporated March 1998 - May 2001
Network Direct Incorporated April 1997 - March 1998
Transamerica September 1996 - April 1997
Skills
User Acceptance Testing, Quality Assurance, Business Requirements, Software Documentation, Testing, Access, Project Management, Requirements Analysis, Management, Product Management, Training, Business Process, Leadership, Business Development
Education
Stetson University 1995 — 1996
Master of Business Administration (MBA), Business Administration, 3.8
Clarkson University 1994 — 1995
Bachelor of Science (BS), Management Science, 3.9
SUNY Cortland 1991 — 1994
Business
First Niagara Bank September 2014 - Present
First Niagara Bank May 2014 - September 2014
Synacor November 2012 - March 2014
ShoptoCook, Inc. January 2007 - November 2012
Ness Technologies March 2005 - January 2007
Perot Systems Corporation June 2001 - March 2005
Electronic Data Systems Incorporated March 1998 - May 2001
Network Direct Incorporated April 1997 - March 1998
Transamerica September 1996 - April 1997
Skills
User Acceptance Testing, Quality Assurance, Business Requirements, Software Documentation, Testing, Access, Project Management, Requirements Analysis, Management, Product Management, Training, Business Process, Leadership, Business Development
Education
Stetson University 1995 — 1996
Master of Business Administration (MBA), Business Administration, 3.8
Clarkson University 1994 — 1995
Bachelor of Science (BS), Management Science, 3.9
SUNY Cortland 1991 — 1994
Business
Marisa Vasquez's Transamerica Experience June 2012 - August 2012
Job Team Lead, TX Pod A at R2 Logistics
Industry Logistics and Supply Chain
Experience
R2 Logistics March 2015 - Present
R2 Logistics August 2014 - Present
Transamerica June 2012 - August 2012
Skills
Curriculum Design, Management, Operations Management, Sales, Marketing Communications, Marketing, Logistics Management, Transportation, Logistics, PowerPoint, Inventory Management, Social Networking, Supply Chain Management, Supply Chain
Education
Texas Tech University 2011 — 2013
Bachelors of Marketing with minor in Psychology, Marketing BBA
Midwestern State University 2008 — 2011
Marketing, General Business
Collin County Community College
R2 Logistics March 2015 - Present
R2 Logistics August 2014 - Present
Transamerica June 2012 - August 2012
Skills
Curriculum Design, Management, Operations Management, Sales, Marketing Communications, Marketing, Logistics Management, Transportation, Logistics, PowerPoint, Inventory Management, Social Networking, Supply Chain Management, Supply Chain
Education
Texas Tech University 2011 — 2013
Bachelors of Marketing with minor in Psychology, Marketing BBA
Midwestern State University 2008 — 2011
Marketing, General Business
Collin County Community College
Kylie Birkicht's Transamerica Experience April 2013 - October 2013
Job Quality Assurance/Quality Improvement Assistant at Cedar Valley Community Support Services
Industry Human Resources
Experience
Cedar Valley Community Support Services September 2015 - Present
PetSmart July 2012 - Present
Cedar Valley Community Support Services April 2015 - August 2015
Cedar Valley Community Support Services October 2013 - March 2015
Transamerica April 2013 - October 2013
ACT May 2012 - March 2013
Coe College 2011 - 2012
Nordstrom Direct May 2010 - August 2010
PetSmart May 2009 - January 2010
Dairy Queen May 2006 - February 2007
Skills
Communication Skills, Organization, Typing, Outstanding..., Leadership, Caring, Analysis, Adaptability, Courtesy, Cooperation, Flexible to Change, Motivation, Time Management, Microsoft Office, Customer Service
Education
Coe College 2009 — 2012
Bachelor's degree, Sociology and Communication Studies
William Penn University 2008 — 2009
Cedar Valley Community Support Services September 2015 - Present
PetSmart July 2012 - Present
Cedar Valley Community Support Services April 2015 - August 2015
Cedar Valley Community Support Services October 2013 - March 2015
Transamerica April 2013 - October 2013
ACT May 2012 - March 2013
Coe College 2011 - 2012
Nordstrom Direct May 2010 - August 2010
PetSmart May 2009 - January 2010
Dairy Queen May 2006 - February 2007
Skills
Communication Skills, Organization, Typing, Outstanding..., Leadership, Caring, Analysis, Adaptability, Courtesy, Cooperation, Flexible to Change, Motivation, Time Management, Microsoft Office, Customer Service
Education
Coe College 2009 — 2012
Bachelor's degree, Sociology and Communication Studies
William Penn University 2008 — 2009
Alana Thurston's Transamerica Experience 1996 - 1998
Job Massage Therapist
Industry Health, Wellness and Fitness
Experience
Lady Marines Classic Massage LLC May 2011 - Present
BAE Systems November 2008 - February 2011
EES, LLC March 2007 - March 2008
Tech-Marine Business, Inc March 2006 - March 2007
DRS Defense Solutions, LLC 2005 - 2006
KBR, Inc. April 2005 - September 2005
United States Department of Defense September 2000 - April 2005
Transamerica 1996 - 1998
United States Marine Corps April 1987 - May 1991
Skills
Administrative..., Outlook, Microsoft Excel, Security Clearance, Government, Process Improvement, PeopleSoft, Spreadsheets, Program Management, Microsoft Office, Customer Service, Military, Data Entry, Management, Supervisory Skills, PowerPoint, Inventory Management, Data Analysis, Stress, Budgets, Project Management, Project Planning, Contract Management, Logistics, Microsoft Word, Policy, Therapeutic Massage, DoD, Software Documentation, Invoicing, Employee Relations, Analysis, Office Management
Education
National Massage Therapy Institute 2011 — 2013
Associate of Science (A.S.), Health Sciences/Massage Concentration
University of Missouri-Kansas City 1998 — 1999
N/A incomplete, Political Science and Government
Metropolitian Community Colleges, Kansas City 1993 — 1994
Associate's degree, Office Management and Supervision
Chemeketa Community College 1992 — 1993
N/A incomplete, Office Management and Supervision
Western Oregon University 1984 — 1986
N/A Incomplete, Business and Fitness
Lady Marines Classic Massage LLC May 2011 - Present
BAE Systems November 2008 - February 2011
EES, LLC March 2007 - March 2008
Tech-Marine Business, Inc March 2006 - March 2007
DRS Defense Solutions, LLC 2005 - 2006
KBR, Inc. April 2005 - September 2005
United States Department of Defense September 2000 - April 2005
Transamerica 1996 - 1998
United States Marine Corps April 1987 - May 1991
Skills
Administrative..., Outlook, Microsoft Excel, Security Clearance, Government, Process Improvement, PeopleSoft, Spreadsheets, Program Management, Microsoft Office, Customer Service, Military, Data Entry, Management, Supervisory Skills, PowerPoint, Inventory Management, Data Analysis, Stress, Budgets, Project Management, Project Planning, Contract Management, Logistics, Microsoft Word, Policy, Therapeutic Massage, DoD, Software Documentation, Invoicing, Employee Relations, Analysis, Office Management
Education
National Massage Therapy Institute 2011 — 2013
Associate of Science (A.S.), Health Sciences/Massage Concentration
University of Missouri-Kansas City 1998 — 1999
N/A incomplete, Political Science and Government
Metropolitian Community Colleges, Kansas City 1993 — 1994
Associate's degree, Office Management and Supervision
Chemeketa Community College 1992 — 1993
N/A incomplete, Office Management and Supervision
Western Oregon University 1984 — 1986
N/A Incomplete, Business and Fitness
Felicia Alvarez Felicia Alvarez's Transamerica Experience 2004 - 2014
Job Interior Designer
Industry Architecture & Planning
Experience
Bella Fish Designs 2010 - Present
Transamerica 2004 - 2014
Ethan Allen Interiors 2005 - 2010
Skills
Space-planning, Interior Design, FF&E, SketchUp, Residential Design, Interior Architecture, Revit, Furniture, Submittals, Design Research, Finish Selections, Floor Plans
Education
San Francisco State University 2001 — 2004
Bachelor of Science, Interior Design
....
Chabot College
Liberal Studies
Bella Fish Designs 2010 - Present
Transamerica 2004 - 2014
Ethan Allen Interiors 2005 - 2010
Skills
Space-planning, Interior Design, FF&E, SketchUp, Residential Design, Interior Architecture, Revit, Furniture, Submittals, Design Research, Finish Selections, Floor Plans
Education
San Francisco State University 2001 — 2004
Bachelor of Science, Interior Design
....
Chabot College
Liberal Studies
Jim Eckel's Transamerica Experience 1998 - 2003
Job Fin Tech Entreprenuer, Author, Philanthropic Planner
Industry Financial Services
Experience
FA Technologies LLC January 2015 - Present
Heritage Museum of Orange County September 2013 - March 2015
Planned Giving Round Table of Orange County January 2014 - December 2014
USS MIDWAY Museum April 2008 - August 2013
The Village Gourmet/San Clemente Cooking School January 2003 - January 2008
San Clemente Downtown Business Association 2007 - 2008
Transamerica 1998 - 2003
Saddleback Community College 1998 - 2000
New York Life Insurance Company September 1990 - September 1993
Merrill Lynch June 1983 - September 1988
Skills
Planned Giving, Charities, Public Speaking, Gifts, Fundraising, Stewardship, Annual Giving, Estate Planning, Non-profits, Grants, Fundraisers, Grant Writing, Philanthropy, Endowments, Charitable Trusts, Board Development, Charitable Gift Planning, Volunteer Management, Prospect Research, Nonprofits, Trusts, Leadership, Museums, Major Gift Development, Community Outreach, Program Development, Moves Management, Program Management, Public Relations, Alumni Relations, Non-profit..., Capital Campaigns, Non-profit Board..., Raiser's Edge, Board Relations, Resource Development, Private Foundations, Foundations, Proposal Writing
Education
Saddleback College 2010 — 2014
Certificate of Accomplishment, Travel and Tourism Department
Western State University College of Law 1993 — 1997
Juris Doctor (J.D.), Law
College for Financial Planning 1985 — 1988
Certified Financial Planner, Financial Planning and Services
California State University- East Bay 1978 — 1980
Bachelor's Degree, Finance
FA Technologies LLC January 2015 - Present
Heritage Museum of Orange County September 2013 - March 2015
Planned Giving Round Table of Orange County January 2014 - December 2014
USS MIDWAY Museum April 2008 - August 2013
The Village Gourmet/San Clemente Cooking School January 2003 - January 2008
San Clemente Downtown Business Association 2007 - 2008
Transamerica 1998 - 2003
Saddleback Community College 1998 - 2000
New York Life Insurance Company September 1990 - September 1993
Merrill Lynch June 1983 - September 1988
Skills
Planned Giving, Charities, Public Speaking, Gifts, Fundraising, Stewardship, Annual Giving, Estate Planning, Non-profits, Grants, Fundraisers, Grant Writing, Philanthropy, Endowments, Charitable Trusts, Board Development, Charitable Gift Planning, Volunteer Management, Prospect Research, Nonprofits, Trusts, Leadership, Museums, Major Gift Development, Community Outreach, Program Development, Moves Management, Program Management, Public Relations, Alumni Relations, Non-profit..., Capital Campaigns, Non-profit Board..., Raiser's Edge, Board Relations, Resource Development, Private Foundations, Foundations, Proposal Writing
Education
Saddleback College 2010 — 2014
Certificate of Accomplishment, Travel and Tourism Department
Western State University College of Law 1993 — 1997
Juris Doctor (J.D.), Law
College for Financial Planning 1985 — 1988
Certified Financial Planner, Financial Planning and Services
California State University- East Bay 1978 — 1980
Bachelor's Degree, Finance
Jason Schoulte Jason Schoulte's Transamerica Experience June 2013 - Present
Job Sourcing Specialist at Transamerica
Industry Insurance
Experience
Transamerica June 2013 - Present
Menards November 2011 - July 2013
Transamerica May 2012 - May 2013
MFL MarMac CSD May 2011 - July 2011
Skills
Analysis, Research, Communication, Writing, Microsoft Office, SharePoint, Retail, Adobe Acrobat, Matlab, LaTeX, Stata, Vendor Management, PowerPoint, Microsoft Excel, Data Analysis, Negotiation
Education
Coe College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
Transamerica June 2013 - Present
Menards November 2011 - July 2013
Transamerica May 2012 - May 2013
MFL MarMac CSD May 2011 - July 2011
Skills
Analysis, Research, Communication, Writing, Microsoft Office, SharePoint, Retail, Adobe Acrobat, Matlab, LaTeX, Stata, Vendor Management, PowerPoint, Microsoft Excel, Data Analysis, Negotiation
Education
Coe College 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
Kirstin Ball Kirstin Ball's Transamerica Experience 2010 - 2012
Job
Industry Consumer Services
Experience
Snowbird Ski and Summer Resort April 2002 - May 2012
Transamerica 2010 - 2012
Skills
Hospitality, Management, Public Relations, Team Building, Social Media, Social Networking, Training, Recruiting, Operations Management, Employee Relations, Hotels, Hospitality Industry, Hospitality Management, Resorts
Education
Colby Sawyer College 1989 — 1993
Bachelor of Science (BS), Sports Management
TASIS England 1983 — 1989
high SChool
Snowbird Ski and Summer Resort April 2002 - May 2012
Transamerica 2010 - 2012
Skills
Hospitality, Management, Public Relations, Team Building, Social Media, Social Networking, Training, Recruiting, Operations Management, Employee Relations, Hotels, Hospitality Industry, Hospitality Management, Resorts
Education
Colby Sawyer College 1989 — 1993
Bachelor of Science (BS), Sports Management
TASIS England 1983 — 1989
high SChool
Anna Kucera-Pint Anna Kucera-Pint's Transamerica Experience January 2008 - Present
Job Senior Compliance Analyst at Transamerica
Industry Financial Services
Experience
Transamerica January 2008 - Present
Transamerica May 2005 - January 2008
Transamerica September 2000 - May 2005
JW Morton 1999 - 2000
Education
Coe College 1996 — 2000
Bachelor of Arts (BA), Art and Political Science
Transamerica January 2008 - Present
Transamerica May 2005 - January 2008
Transamerica September 2000 - May 2005
JW Morton 1999 - 2000
Education
Coe College 1996 — 2000
Bachelor of Arts (BA), Art and Political Science
Derwin Ross Derwin Ross's Transamerica Experience 1999 - 2001
Job
Industry Government Relations
Experience
Inovalon August 2014 - Present
Plexus Scientific 2012 - Present
Findly October 2011 - August 2012
Tetra Tech Industries December 2003 - January 2006
AHD International 2001 - 2003
Transamerica 1999 - 2001
Skills
Project Management, Digital Marketing, Business Development, Program Management, Research, Government, Cross-functional Team..., Leadership, Strategy, Management, Proposal Writing, Strategic Planning, Social Media, Marketing Communications, Public Speaking, Analysis, Vendor Management, New Business Development, Marketing, DoD, Human Resources, Process Improvement
Education
Clark Atlanta University 1989 — 1994
BS
Inovalon August 2014 - Present
Plexus Scientific 2012 - Present
Findly October 2011 - August 2012
Tetra Tech Industries December 2003 - January 2006
AHD International 2001 - 2003
Transamerica 1999 - 2001
Skills
Project Management, Digital Marketing, Business Development, Program Management, Research, Government, Cross-functional Team..., Leadership, Strategy, Management, Proposal Writing, Strategic Planning, Social Media, Marketing Communications, Public Speaking, Analysis, Vendor Management, New Business Development, Marketing, DoD, Human Resources, Process Improvement
Education
Clark Atlanta University 1989 — 1994
BS
Nam Kieu Nam Kieu's Transamerica Experience July 2015 - Present
Job Risk Analyst II at Transamerica
Industry Insurance
Experience
Transamerica July 2015 - Present
Transamerica July 2014 - May 2015
Transamerica January 2014 - June 2014
Iowa State University August 2012 - December 2013
AOL June 2013 - August 2013
Colgate University June 2010 - August 2010
Skills
Research, Quantitative Analytics, Photography, Microsoft Excel, C++ Language, Data Analysis, Python, Visual Basic, Derivatives, PowerPoint, R, Microsoft Office, Economics, Social Media, Stata, Writing, SPSS, Nonprofits, SAS, Statistics
Education
Iowa State University 2012 — 2014
Master of Science (M.Sc.), Ph.d Candidate, Economics
Colgate University 2007 — 2011
Bachelor of Arts, Economics, Mathematics
Transamerica July 2015 - Present
Transamerica July 2014 - May 2015
Transamerica January 2014 - June 2014
Iowa State University August 2012 - December 2013
AOL June 2013 - August 2013
Colgate University June 2010 - August 2010
Skills
Research, Quantitative Analytics, Photography, Microsoft Excel, C++ Language, Data Analysis, Python, Visual Basic, Derivatives, PowerPoint, R, Microsoft Office, Economics, Social Media, Stata, Writing, SPSS, Nonprofits, SAS, Statistics
Education
Iowa State University 2012 — 2014
Master of Science (M.Sc.), Ph.d Candidate, Economics
Colgate University 2007 — 2011
Bachelor of Arts, Economics, Mathematics
Kiyomi Rich Kiyomi Rich's Transamerica Experience September 2012 - Present
Job Contracts with City Artworks
Industry Education Management
Experience
Transamerica September 2012 - Present
City Artworks 2007 - Present
Microsoft December 2012 - December 2012
Pioneer Elementary School August 2005 - May 2006
Lemoore High School (Alternative School) August 2000 - September 2004
State Prison July 1995 - July 2000
Skills
Time Management, Team Coordination, Supervisory Skills, Public Speaking, Teaching, Event Planning, Non-profits, Social Media, Classroom, Staff Development, Curriculum Design, Curriculum Development, PowerPoint, Microsoft Office, Social Networking, Strategic Planning, Instructional Design, Editing, Nonprofits, Team Building, Microsoft Word, Marketing, Negotiation, Fundraising, Art, Leadership Development, Leadership, Community Outreach, Research, Higher Education, Grant Writing, Volunteer Management, Program Development, Coaching, Public Relations, Event Management, Customer Service, Teacher Training, Data Analysis, Budgets
Education
Fresno Pacific University 2003 — 2004
5th Year
Chapman University 1982 — 1990
BA
West Hills College
A.A
Transamerica September 2012 - Present
City Artworks 2007 - Present
Microsoft December 2012 - December 2012
Pioneer Elementary School August 2005 - May 2006
Lemoore High School (Alternative School) August 2000 - September 2004
State Prison July 1995 - July 2000
Skills
Time Management, Team Coordination, Supervisory Skills, Public Speaking, Teaching, Event Planning, Non-profits, Social Media, Classroom, Staff Development, Curriculum Design, Curriculum Development, PowerPoint, Microsoft Office, Social Networking, Strategic Planning, Instructional Design, Editing, Nonprofits, Team Building, Microsoft Word, Marketing, Negotiation, Fundraising, Art, Leadership Development, Leadership, Community Outreach, Research, Higher Education, Grant Writing, Volunteer Management, Program Development, Coaching, Public Relations, Event Management, Customer Service, Teacher Training, Data Analysis, Budgets
Education
Fresno Pacific University 2003 — 2004
5th Year
Chapman University 1982 — 1990
BA
West Hills College
A.A
Jim DeLong Jim DeLong's Transamerica Experience 2007 - 2008
Job Contract Senior Project Manager ACT
Industry Information Technology and Services
Experience
ACT February 2015 - Present
AEGON Americas May 2014 - December 2014
hibu June 2012 - May 2014
Multiple Businesses 1989 - 2014
AEGON Americas June 2011 - May 2012
Univerrsity of Iowa Hospitals and Clinics April 2010 - May 2011
Verizon May 2009 - April 2010
Transamerica 2007 - 2008
Verizon 2007 - 2008
AEGONUSA, FMG Information Technology Division 2006 - 2007
Skills
RUP, Risk Management, Derivatives, Project Management, PMP, Asset Managment, Vendor Management, ITIL, Team Leadership, Business Process..., Data Analysis, Management Consulting, Analysis, Portfolio Management, Project Planning, Coaching, Financial Analysis, Project Portfolio..., Budgets, Team Management, Operations Management, Business Strategy, Contract Negotiation, Integration, Resource Management, Training, Management
Education
Coe College
University of Iowa
ACT February 2015 - Present
AEGON Americas May 2014 - December 2014
hibu June 2012 - May 2014
Multiple Businesses 1989 - 2014
AEGON Americas June 2011 - May 2012
Univerrsity of Iowa Hospitals and Clinics April 2010 - May 2011
Verizon May 2009 - April 2010
Transamerica 2007 - 2008
Verizon 2007 - 2008
AEGONUSA, FMG Information Technology Division 2006 - 2007
Skills
RUP, Risk Management, Derivatives, Project Management, PMP, Asset Managment, Vendor Management, ITIL, Team Leadership, Business Process..., Data Analysis, Management Consulting, Analysis, Portfolio Management, Project Planning, Coaching, Financial Analysis, Project Portfolio..., Budgets, Team Management, Operations Management, Business Strategy, Contract Negotiation, Integration, Resource Management, Training, Management
Education
Coe College
University of Iowa
John Martoncik's Transamerica Experience 2009 - 2014
Job Senior Regional Director at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman 2014 - Present
Transamerica 2009 - 2014
Merrill Lynch 2005 - 2009
Citi 2002 - 2005
Paychex 1999 - 2002
Vestax Securities Corporation 1991 - 2002
Skills
Mutual Funds, Investments, Asset Managment, Separately Managed..., Alternative Investments, Tactical Asset..., Retirement Planning, Retirement Plan..., Wealth Management, Equities, Fixed Income, Series 7, Series 65, Series 6, Series 63, IRAs, Asset Management, 401k, Retirement, Fixed Annuities
Education
College for Financial Planning 2006 — 2006
CRPC®
Institute of Business & Finance (IBF) 2004 — 2004
CFS®
University of Central Missouri 1987 — 1991
Bachelor of Science in Business Administration
Neuberger Berman 2014 - Present
Transamerica 2009 - 2014
Merrill Lynch 2005 - 2009
Citi 2002 - 2005
Paychex 1999 - 2002
Vestax Securities Corporation 1991 - 2002
Skills
Mutual Funds, Investments, Asset Managment, Separately Managed..., Alternative Investments, Tactical Asset..., Retirement Planning, Retirement Plan..., Wealth Management, Equities, Fixed Income, Series 7, Series 65, Series 6, Series 63, IRAs, Asset Management, 401k, Retirement, Fixed Annuities
Education
College for Financial Planning 2006 — 2006
CRPC®
Institute of Business & Finance (IBF) 2004 — 2004
CFS®
University of Central Missouri 1987 — 1991
Bachelor of Science in Business Administration
Bill Rebeles's Transamerica Experience January 2012 - Present
Job Entreprenuer
Industry Hospitality
Experience
Transamerica January 2012 - Present
Sheraton Hotel and Towers November 2011 - January 2013
Sheraton 2011 - 2012
Walt Disney World January 1998 - October 2001
Skills
Hotels, Sheraton Hotel and..., Hospitality Industry, Food & Beverage, Catering, Restaurants, Banquets, Property Management..., Tourism, Meeting Planning, Public Relations, Strategic Planning, Budgets, Public Speaking
Education
Chicago State University 1996 — 2000
Bachelors Degree, Hospitality Management
Northwood University 1994 — 1996
Associates Degree, Hospitality Management
Transamerica January 2012 - Present
Sheraton Hotel and Towers November 2011 - January 2013
Sheraton 2011 - 2012
Walt Disney World January 1998 - October 2001
Skills
Hotels, Sheraton Hotel and..., Hospitality Industry, Food & Beverage, Catering, Restaurants, Banquets, Property Management..., Tourism, Meeting Planning, Public Relations, Strategic Planning, Budgets, Public Speaking
Education
Chicago State University 1996 — 2000
Bachelors Degree, Hospitality Management
Northwood University 1994 — 1996
Associates Degree, Hospitality Management
Nader Amr Nader Amr's Transamerica Experience December 2012 - Present
Job Head of AGT Europe at Transamerica / Aegon
Industry Insurance
Experience
Transamerica December 2012 - Present
AEGON USA (Transamerica) 1998 - Present
AEGON Americas April 1998 - April 2005
JPMorgan Chase / First Chicago May 1991 - April 1998
Skills
SDLC, Vendor Management, Disaster Recovery, Process Improvement, Financial Modeling, Business Analysis, Windows, Risk Management, Process Engineering, Enterprise Architecture, Senior Program..., IT Strategy, Coaching, ITIL, Leadership Development, Cost Management, Analysis, Business Continuity, Business Process..., Change Management, Governance, IT Management, Insurance, Leadership, Program Management, Project Management, Project Planning, Requirements Analysis, Software Documentation, Team Leadership, Management, Security
Education
University of Iowa 1993 — 1994
MS, Mathematics
Coe College 1978 — 1982
Bachelor's degree, Mathematics
Transamerica December 2012 - Present
AEGON USA (Transamerica) 1998 - Present
AEGON Americas April 1998 - April 2005
JPMorgan Chase / First Chicago May 1991 - April 1998
Skills
SDLC, Vendor Management, Disaster Recovery, Process Improvement, Financial Modeling, Business Analysis, Windows, Risk Management, Process Engineering, Enterprise Architecture, Senior Program..., IT Strategy, Coaching, ITIL, Leadership Development, Cost Management, Analysis, Business Continuity, Business Process..., Change Management, Governance, IT Management, Insurance, Leadership, Program Management, Project Management, Project Planning, Requirements Analysis, Software Documentation, Team Leadership, Management, Security
Education
University of Iowa 1993 — 1994
MS, Mathematics
Coe College 1978 — 1982
Bachelor's degree, Mathematics
Mark Morrissey Mark Morrissey's Transamerica Experience November 2013 - January 2015
Job Commercial Vehicle Account Manager
Industry Automotive
Experience
Orland Park Nissan and Infiniti January 2015 - Present
Transamerica November 2013 - January 2015
Lewis University January 2006 - December 2014
COUNTRY Financial® November 2012 - August 2013
Cook County Juvenile Probation May 2000 - November 2012
Cook County Government February 1995 - May 2000
Cook County Forensic Clinical Services February 1993 - January 1995
Skills
Life Insurance, Disability Insurance, Health Insurance, Retirement Planning, Long Term Care Insurance, Commercial Insurance, Property, Whole Life, Term Life Insurance, Workers Compensation, Property, Credit
Education
Chicago State University 1988 — 1989
Master of Science (MS), Correctional Administration
St. Xavier University 1981 — 1986
Bachelor of Science (B.S.), Criminal Justice
Orland Park Nissan and Infiniti January 2015 - Present
Transamerica November 2013 - January 2015
Lewis University January 2006 - December 2014
COUNTRY Financial® November 2012 - August 2013
Cook County Juvenile Probation May 2000 - November 2012
Cook County Government February 1995 - May 2000
Cook County Forensic Clinical Services February 1993 - January 1995
Skills
Life Insurance, Disability Insurance, Health Insurance, Retirement Planning, Long Term Care Insurance, Commercial Insurance, Property, Whole Life, Term Life Insurance, Workers Compensation, Property, Credit
Education
Chicago State University 1988 — 1989
Master of Science (MS), Correctional Administration
St. Xavier University 1981 — 1986
Bachelor of Science (B.S.), Criminal Justice
Traci Lane Traci Lane's Transamerica Experience June 2014 - Present
Job Licensed Insurance Agent at Transamerica
Industry Financial Services
Experience
Transamerica June 2014 - Present
New York Life Insurance Company September 2012 - June 2014
Comcast July 2011 - July 2012
Traci Jones, Broker January 1995 - July 2012
I-GO Car Sharing July 2009 - July 2011
Skills
Insurance, Finance, Retirement, Accounting, Management, Real Estate, Analysis, Tax, Cost Accounting, Sales, Healthcare, Customer Service, Marketing, Contract Negotiation, Selling
Education
Chicago State University 1991 — 1995
Bachelor's degree
Queen of Peace High School
High School Diploma
Transamerica June 2014 - Present
New York Life Insurance Company September 2012 - June 2014
Comcast July 2011 - July 2012
Traci Jones, Broker January 1995 - July 2012
I-GO Car Sharing July 2009 - July 2011
Skills
Insurance, Finance, Retirement, Accounting, Management, Real Estate, Analysis, Tax, Cost Accounting, Sales, Healthcare, Customer Service, Marketing, Contract Negotiation, Selling
Education
Chicago State University 1991 — 1995
Bachelor's degree
Queen of Peace High School
High School Diploma
Karina Avitia Karina Avitia's Transamerica Experience June 2010 - Present
Job Quality Analyst at Transamerica
Industry Insurance
Experience
Transamerica June 2010 - Present
Gaining Power Institute LLC December 2007 - June 2010
CompUSA October 2006 - April 2007
CompUSA December 1996 - May 2006
JCPenney Life Insurance 1991 - 1995
Skills
Process Improvement, Management, Coaching, Customer Service, Training, SAP, Advertising, Insurance, Team Building, Customer Experience, Microsoft Excel, Outlook, Marketing, Microsoft Word, Call Centers, E-commerce, Human Resources, Leadership, Microsoft Office, Program Management, Public Relations, Retail, Sales, Time Management, Operations Management, Team Leadership, Vendor Management, Access, Software Documentation, Business Analysis
Education
Collin County Community College 1992 — 1994
Transamerica June 2010 - Present
Gaining Power Institute LLC December 2007 - June 2010
CompUSA October 2006 - April 2007
CompUSA December 1996 - May 2006
JCPenney Life Insurance 1991 - 1995
Skills
Process Improvement, Management, Coaching, Customer Service, Training, SAP, Advertising, Insurance, Team Building, Customer Experience, Microsoft Excel, Outlook, Marketing, Microsoft Word, Call Centers, E-commerce, Human Resources, Leadership, Microsoft Office, Program Management, Public Relations, Retail, Sales, Time Management, Operations Management, Team Leadership, Vendor Management, Access, Software Documentation, Business Analysis
Education
Collin County Community College 1992 — 1994
Catherine Santich Catherine Santich's Transamerica Experience May 1989 - June 1991
Job SVP Senior Change Manager Process Excellence – Six Sigma – Technology and Financial Services
Industry Banking
Experience
Bank of America August 1994 - Present
American Data Resources June 1991 - August 1994
Transamerica May 1989 - June 1991
MNC Financial (now owned by Bank of America) February 1984 - March 1989
Skills
Analysis, Banking, Business Analysis, Capital Markets, Finance, Financial Services, Management, Marketing, Operations Management, PMO, Process Improvement, Risk Management, Software Documentation, Treasury Management
Education
Chapman University 1989 — 2003
MBA
Robert Morris University 1984 — 1988
BS in Business Administration-Finance
Bank of America
Certified Six Sigma Blackbelt
Bank of America August 1994 - Present
American Data Resources June 1991 - August 1994
Transamerica May 1989 - June 1991
MNC Financial (now owned by Bank of America) February 1984 - March 1989
Skills
Analysis, Banking, Business Analysis, Capital Markets, Finance, Financial Services, Management, Marketing, Operations Management, PMO, Process Improvement, Risk Management, Software Documentation, Treasury Management
Education
Chapman University 1989 — 2003
MBA
Robert Morris University 1984 — 1988
BS in Business Administration-Finance
Bank of America
Certified Six Sigma Blackbelt
Joseph Livesay Joseph Livesay's Transamerica Experience September 2001 - October 2010
Job Retirement Advisor
Industry Financial Services
Experience
Transamerica Retirement Solutions August 2015 - Present
Halliburton October 2013 - April 2015
Wells Real Estate Funds January 2012 - December 2012
Contango Capital Advisors April 2011 - January 2012
Transamerica September 2001 - October 2010
Skills
Wealth Management, Investments, Series 63, Financial Advisory, Series 7, Mutual Funds, Retirement Planning, Securities, Leadership, 401k, Series 6, Series 65, Alternative Investments, Fixed Annuities, Retirement, FINRA, Asset Management, Wealth, Financial Services, Series 24, Variable Annuities, Investment Management, Asset Managment, Uniform Combined State..., Management, Asset Allocation, Financial Planning, Sales, Insurance
Education
College for Financial Planning 2003 — 2008
Portland Bible College 1977 — 1981
B.A, Theology
Transamerica Retirement Solutions August 2015 - Present
Halliburton October 2013 - April 2015
Wells Real Estate Funds January 2012 - December 2012
Contango Capital Advisors April 2011 - January 2012
Transamerica September 2001 - October 2010
Skills
Wealth Management, Investments, Series 63, Financial Advisory, Series 7, Mutual Funds, Retirement Planning, Securities, Leadership, 401k, Series 6, Series 65, Alternative Investments, Fixed Annuities, Retirement, FINRA, Asset Management, Wealth, Financial Services, Series 24, Variable Annuities, Investment Management, Asset Managment, Uniform Combined State..., Management, Asset Allocation, Financial Planning, Sales, Insurance
Education
College for Financial Planning 2003 — 2008
Portland Bible College 1977 — 1981
B.A, Theology
Erin Sumpmann Erin Sumpmann's Transamerica Experience October 2014 - Present
Job Marketing Associate at Transamerica
Industry Marketing and Advertising
Experience
Transamerica October 2014 - Present
TrackVia, Inc. March 2014 - September 2014
Northwestern Mutual June 2011 - March 2014
Shredder Kids Boulder February 2013 - May 2013
Joy In Motion September 2012 - April 2013
Northwestern Mutual November 2010 - January 2012
Skills
Marketing, Leadership, Social Media, Microsoft Office, Strategic Planning, Social Media Marketing, WordPress, Microsoft Excel, Adobe Creative Suite, Marketing Strategy, PowerPoint, Facebook, Event Planning
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
BS, Marketing, HR Management
Charles University in Prague 2012 — 2012
Cherry Creek High School 2005 — 2009
Transamerica October 2014 - Present
TrackVia, Inc. March 2014 - September 2014
Northwestern Mutual June 2011 - March 2014
Shredder Kids Boulder February 2013 - May 2013
Joy In Motion September 2012 - April 2013
Northwestern Mutual November 2010 - January 2012
Skills
Marketing, Leadership, Social Media, Microsoft Office, Strategic Planning, Social Media Marketing, WordPress, Microsoft Excel, Adobe Creative Suite, Marketing Strategy, PowerPoint, Facebook, Event Planning
Education
University of Colorado at Boulder - Leeds School of Business 2009 — 2013
BS, Marketing, HR Management
Charles University in Prague 2012 — 2012
Cherry Creek High School 2005 — 2009
Delano Sullivan Delano Sullivan's Transamerica Experience June 2013 - August 2013
Job Student at The University of Texas at Dallas School of Management
Industry Financial Services
Experience
Nationstar Mortgage January 2015 - Present
Plano ISD February 2012 - January 2015
Transamerica June 2013 - August 2013
Main Event Entertainment February 2010 - May 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Team Leadership
Education
The University of Texas at Dallas - School of Management 2011 — 2014
Bachelor's of science Economics and Finance, Economics and Finance
Collin County Community College 2010 — 2012
Associate's degree
Nationstar Mortgage January 2015 - Present
Plano ISD February 2012 - January 2015
Transamerica June 2013 - August 2013
Main Event Entertainment February 2010 - May 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English, Windows, Time Management, Team Leadership
Education
The University of Texas at Dallas - School of Management 2011 — 2014
Bachelor's of science Economics and Finance, Economics and Finance
Collin County Community College 2010 — 2012
Associate's degree
Bobbi Johnson, CPA Bobbi Johnson, CPA's Transamerica Experience 1990 - 1993
Job Partner at Griffith & Johnson PC
Industry Accounting
Experience
Griffith & Johnson PC September 2001 - Present
Royal and SunAlliance Insurance Group 1997 - 2001
Gunn-Mowery LLC 1994 - 1997
Transamerica 1990 - 1993
United States Air Force November 1987 - March 1991
Skills
Account Reconciliation, Accounts Receivable, Accounts Payable, Payroll, QuickBooks, Payroll Taxes, General Ledger, Tax, Tax Preparation, Bookkeeping, Strategic Financial..., PowerPoint, Time Management, Accounting, Sales Tax, Tax Returns, Credit, GAAP, Corporate Tax, Financial Statements, Financial Accounting, Financial Reporting, Cash Flow, Community Service, Management, Small Business, Financial Analysis, Preparation
Education
Elizabethtown College 2006 — 2010
Bachelor of Science, Accounting
Harrisburg Area Community College
Accounting/misc classes
Coastal Carolina University 1988 — 1990
Central Dauphin East High
Griffith & Johnson PC September 2001 - Present
Royal and SunAlliance Insurance Group 1997 - 2001
Gunn-Mowery LLC 1994 - 1997
Transamerica 1990 - 1993
United States Air Force November 1987 - March 1991
Skills
Account Reconciliation, Accounts Receivable, Accounts Payable, Payroll, QuickBooks, Payroll Taxes, General Ledger, Tax, Tax Preparation, Bookkeeping, Strategic Financial..., PowerPoint, Time Management, Accounting, Sales Tax, Tax Returns, Credit, GAAP, Corporate Tax, Financial Statements, Financial Accounting, Financial Reporting, Cash Flow, Community Service, Management, Small Business, Financial Analysis, Preparation
Education
Elizabethtown College 2006 — 2010
Bachelor of Science, Accounting
Harrisburg Area Community College
Accounting/misc classes
Coastal Carolina University 1988 — 1990
Central Dauphin East High
Myron M. Kilgore, Jr.'s Transamerica Experience August 2014 - Present
Job Compliance Manager at Transamerica
Industry Financial Services
Experience
Transamerica August 2014 - Present
Guardian Savings Bank June 2012 - Present
Western & Southern Financial Group January 2014 - August 2014
Advance America Cash Advance Centers of Ohio December 2011 - June 2012
Everlast Concrete Construction, LLC June 2011 - June 2012
Bear Global Inclusion Solutions September 2010 - February 2012
Dollar Tree July 2011 - December 2011
Unemployed & Looking for Work 2010 - August 2011
Focus Solutions, Inc. May 2009 - September 2010
Urban Entrepreneur Partnership / Kauffmann Foundation February 2007 - March 2009
Skills
Banking, Financial Analysis, Management, Forecasting, Business Development, Finance, Budgets, Credit, Loans, Coaching, Contract Negotiation, Expense Management, Strategic Planning, Analysis, Team Building, Account Management, Sales Management, Sales, Cash Management, Negotiation, Financial Reporting, Compliance, Sourcing and Recruiting
Education
The Tuck School of Business at Dartmouth 1996 — 2006
1996 & 2006, Minority Business Executive Program
Clark University 1983 — 1987
Bachelor of Arts, Political Science / Public Policy
St. Thomas More 1982 — 1983
Princeton High School 1981 — 1982
St. Xavier High School 1978 — 1981
AALDP Class XIV
Transamerica August 2014 - Present
Guardian Savings Bank June 2012 - Present
Western & Southern Financial Group January 2014 - August 2014
Advance America Cash Advance Centers of Ohio December 2011 - June 2012
Everlast Concrete Construction, LLC June 2011 - June 2012
Bear Global Inclusion Solutions September 2010 - February 2012
Dollar Tree July 2011 - December 2011
Unemployed & Looking for Work 2010 - August 2011
Focus Solutions, Inc. May 2009 - September 2010
Urban Entrepreneur Partnership / Kauffmann Foundation February 2007 - March 2009
Skills
Banking, Financial Analysis, Management, Forecasting, Business Development, Finance, Budgets, Credit, Loans, Coaching, Contract Negotiation, Expense Management, Strategic Planning, Analysis, Team Building, Account Management, Sales Management, Sales, Cash Management, Negotiation, Financial Reporting, Compliance, Sourcing and Recruiting
Education
The Tuck School of Business at Dartmouth 1996 — 2006
1996 & 2006, Minority Business Executive Program
Clark University 1983 — 1987
Bachelor of Arts, Political Science / Public Policy
St. Thomas More 1982 — 1983
Princeton High School 1981 — 1982
St. Xavier High School 1978 — 1981
AALDP Class XIV
Brandon Fincham Brandon Fincham's Transamerica Experience July 2013 - Present
Job Assistant Teacher & Substitute Teacher
Industry Primary/Secondary Education
Experience
Transamerica July 2013 - Present
Culpeper County Public Schools July 2013 - Present
State Farm November 2012 - June 2013
GEICO December 2011 - August 2012
Payne Pools & Spas March 2008 - December 2011
Skills
Insurance, Life Insurance, Property, Health Insurance, Commercial Insurance, Casualty, Disability Insurance, Liability, Customer Service, Sales, Microsoft Excel, Microsoft Office, Customer Retention, Fixed Annuities, Long-term Care, Leadership, Data Analysis, Team Leadership, PowerPoint, Call Centers, Microsoft Word, Banking, Outlook, Training, Account Management, Financial Services, Customer Satisfaction, Public Speaking, Data Entry, General Insurance, Underwriting, Investments, Teamwork, Employee Benefits, Analysis, Marketing, Risk Management, Direct Sales, Claims Management, Claim, Term Life Insurance, Team Building, Workers Compensation, Cross Selling, Medicare, Relationship Management, Strategic Financial..., Financial Planners, Employee Training, Financial Risk
Education
Christopher Newport University
Germanna Community College
Physical Sciences
Transamerica July 2013 - Present
Culpeper County Public Schools July 2013 - Present
State Farm November 2012 - June 2013
GEICO December 2011 - August 2012
Payne Pools & Spas March 2008 - December 2011
Skills
Insurance, Life Insurance, Property, Health Insurance, Commercial Insurance, Casualty, Disability Insurance, Liability, Customer Service, Sales, Microsoft Excel, Microsoft Office, Customer Retention, Fixed Annuities, Long-term Care, Leadership, Data Analysis, Team Leadership, PowerPoint, Call Centers, Microsoft Word, Banking, Outlook, Training, Account Management, Financial Services, Customer Satisfaction, Public Speaking, Data Entry, General Insurance, Underwriting, Investments, Teamwork, Employee Benefits, Analysis, Marketing, Risk Management, Direct Sales, Claims Management, Claim, Term Life Insurance, Team Building, Workers Compensation, Cross Selling, Medicare, Relationship Management, Strategic Financial..., Financial Planners, Employee Training, Financial Risk
Education
Christopher Newport University
Germanna Community College
Physical Sciences
Joanne Desmangles Joanne Desmangles's Transamerica Experience November 2010 - February 2011
Job Experienced Executive Assistant Seeking FullTime Employment
Industry Executive Office
Experience
Chocolate Says It All 2006 - Present
Cablevision March 2011 - November 2011
Transamerica November 2010 - February 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Peachtree, Lotus Notes, Windows 7, Windows Vista
Education
John Jay College of Criminal Justice 2005 — 2007
Master of Public Administration (M.P.A.), Business Administration, Management and Operations
John Jay College of Criminal Justice 2001 — 2005
Bachelor of Science (B.S.), Criminal Justice and Corrections
Chocolate Says It All 2006 - Present
Cablevision March 2011 - November 2011
Transamerica November 2010 - February 2011
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Peachtree, Lotus Notes, Windows 7, Windows Vista
Education
John Jay College of Criminal Justice 2005 — 2007
Master of Public Administration (M.P.A.), Business Administration, Management and Operations
John Jay College of Criminal Justice 2001 — 2005
Bachelor of Science (B.S.), Criminal Justice and Corrections
Darren Runyon Darren Runyon's Transamerica Experience August 2004 - January 2006
Job Providing Insights Behind Retail ShelfLevel Execution
Industry Consumer Goods
Experience
Quri May 2013 - Present
CSIX Connect June 2011 - Present
SuccessFactors October 2012 - May 2014
Accounting Principals February 2011 - September 2012
Robert Half International March 2006 - December 2008
Transamerica August 2004 - January 2006
Great West January 2002 - August 2004
Morgan Stanley November 1999 - December 2001
Skills
Business Development, Account Management, Management, Start-ups, New Business Development, SaaS, Sales Process, Leadership, Cross-functional Team..., Recruiting, Business Strategy, Talent Acquisition, Human Resources, Talent Management, Process Improvement, Public Speaking
Education
Claremont Graduate University 1999 — 2001
MA, International Political Economy
University of Redlands 1995 — 1999
BA International Relations, Politics and Economics
Quri May 2013 - Present
CSIX Connect June 2011 - Present
SuccessFactors October 2012 - May 2014
Accounting Principals February 2011 - September 2012
Robert Half International March 2006 - December 2008
Transamerica August 2004 - January 2006
Great West January 2002 - August 2004
Morgan Stanley November 1999 - December 2001
Skills
Business Development, Account Management, Management, Start-ups, New Business Development, SaaS, Sales Process, Leadership, Cross-functional Team..., Recruiting, Business Strategy, Talent Acquisition, Human Resources, Talent Management, Process Improvement, Public Speaking
Education
Claremont Graduate University 1999 — 2001
MA, International Political Economy
University of Redlands 1995 — 1999
BA International Relations, Politics and Economics
Piper Loy Piper Loy's Transamerica Experience October 2000 - December 2010
Job Marketing Coordinator at Transamerica
Industry Financial Services
Experience
Transamerica October 2000 - December 2010
Southern California Gas Company February 1990 - March 2000
Education
Citrus College
AA, Business
Transamerica October 2000 - December 2010
Southern California Gas Company February 1990 - March 2000
Education
Citrus College
AA, Business
Peter Conlon Peter Conlon's Transamerica Experience October 2013 - Present
Job Regional Vice President at Transamerica Capital
Industry Financial Services
Experience
Transamerica October 2013 - Present
Protective Life July 2011 - September 2013
AIG SunAmerica May 1999 - April 2009
Evergreen Funds November 1998 - May 1999
American Funds 1993 - 1998
Skills
Fixed Annuities, Series 6, Series 63, Variable Annuities, Retirement Planning, Retirement, Mutual Funds, Life Insurance, Asset Allocation, Disability Insurance
Education
Chapman University 1987 — 1991
BA, Communications
Transamerica October 2013 - Present
Protective Life July 2011 - September 2013
AIG SunAmerica May 1999 - April 2009
Evergreen Funds November 1998 - May 1999
American Funds 1993 - 1998
Skills
Fixed Annuities, Series 6, Series 63, Variable Annuities, Retirement Planning, Retirement, Mutual Funds, Life Insurance, Asset Allocation, Disability Insurance
Education
Chapman University 1987 — 1991
BA, Communications
Eric Svalstad Eric Svalstad's Transamerica Experience June 2011 - Present
Job Manager, Desktop Operations at Transamerica
Industry Insurance
Experience
Transamerica June 2011 - Present
AEGON June 2010 - June 2011
AEGON June 2008 - February 2010
AEGON June 2004 - June 2008
Encompass Iowa May 2001 - May 2004
Skills
Process Improvement, Change Management, Project Management, Information Technology
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
MBA
Coe College 1997 — 2001
BA, Computer Science and Business Administration
Transamerica June 2011 - Present
AEGON June 2010 - June 2011
AEGON June 2008 - February 2010
AEGON June 2004 - June 2008
Encompass Iowa May 2001 - May 2004
Skills
Process Improvement, Change Management, Project Management, Information Technology
Education
University of Iowa - Henry B. Tippie College of Business 2007 — 2010
MBA
Coe College 1997 — 2001
BA, Computer Science and Business Administration
Dylan Sanderson Dylan Sanderson's Transamerica Experience August 2013 - Present
Job Operational Support System Analyst
Industry Financial Services
Experience
Transamerica August 2013 - Present
Transamerica Life Insurance Company August 2006 - August 2013
Mci June 2003 - August 2006
Coe College September 1999 - May 2002
Cedar Rapids Kernels May 2001 - September 2001
Skills
Customer Service, Microsoft Office, Team Leadership, Insurance, Leadership, Coaching, Management, Analysis, Strategic Planning, Time Management, Microsoft Excel, Team Building, Life Insurance, Process Improvement, Financial Services, Business Analysis
Education
Coe College
Bachelor’s Degree, Business Administration
Transamerica August 2013 - Present
Transamerica Life Insurance Company August 2006 - August 2013
Mci June 2003 - August 2006
Coe College September 1999 - May 2002
Cedar Rapids Kernels May 2001 - September 2001
Skills
Customer Service, Microsoft Office, Team Leadership, Insurance, Leadership, Coaching, Management, Analysis, Strategic Planning, Time Management, Microsoft Excel, Team Building, Life Insurance, Process Improvement, Financial Services, Business Analysis
Education
Coe College
Bachelor’s Degree, Business Administration
Cynthia Hensley -Turner's Transamerica Experience April 2015 - Present
Job Transamerica Career Agent
Industry Insurance
Experience
Transamerica April 2015 - Present
Symmetry Financial Group May 2013 - April 2015
Berglund Luxury Auto May 2012 - April 2013
Dominion of Bedford January 2011 - May 2012
Skills
Insurance, Sales, Insurance Needs Analysis, Term Life Insurance, Health Insurance, Fixed Annuities, Customer Satisfaction, Annuity Establishment, Permanent Life Insurance, Financial Planning, Income Protection..., Long Term Care Insurance, Critical Illness, Mutual Funds, Whole Life, Qualified Retirement..., Retirement Plan..., Children's Life Policies, Vehicles, Finance, Profit, Sales Management, Dealers, Negotiation, Automotive Finance, Analyze Credit
Education
Central Virginia Community College 2009 — 2011
Business Administration and Management, General
Concord University 1990 — 1992
Accounting and Business/Management
Transamerica April 2015 - Present
Symmetry Financial Group May 2013 - April 2015
Berglund Luxury Auto May 2012 - April 2013
Dominion of Bedford January 2011 - May 2012
Skills
Insurance, Sales, Insurance Needs Analysis, Term Life Insurance, Health Insurance, Fixed Annuities, Customer Satisfaction, Annuity Establishment, Permanent Life Insurance, Financial Planning, Income Protection..., Long Term Care Insurance, Critical Illness, Mutual Funds, Whole Life, Qualified Retirement..., Retirement Plan..., Children's Life Policies, Vehicles, Finance, Profit, Sales Management, Dealers, Negotiation, Automotive Finance, Analyze Credit
Education
Central Virginia Community College 2009 — 2011
Business Administration and Management, General
Concord University 1990 — 1992
Accounting and Business/Management
Jamie Stutler Jamie Stutler's Transamerica Experience January 2012 - February 2013
Job Operator / Truck Driver
Industry Construction
Experience
Herzog Contracting Corp. January 2015 - Present
New Benefits October 2014 - January 2015
New Benefits July 2013 - October 2014
New Benefits February 2013 - July 2013
Transamerica January 2012 - February 2013
Experian Consumer Services January 2011 - January 2012
Skills
Health Insurance, Outlook, Customer Service, Healthcare, Marketing, PowerPoint, Microsoft Word, Building Relationships, Social Media, Recruiting, Sales, Project Management, Project Planning, Microsoft Excel, Leadership
Education
Texas State University-San Marcos 2005 — 2007
Bachelor of Business Administration (BBA), Finance
Collin County Community College 2003 — 2005
Herzog Contracting Corp. January 2015 - Present
New Benefits October 2014 - January 2015
New Benefits July 2013 - October 2014
New Benefits February 2013 - July 2013
Transamerica January 2012 - February 2013
Experian Consumer Services January 2011 - January 2012
Skills
Health Insurance, Outlook, Customer Service, Healthcare, Marketing, PowerPoint, Microsoft Word, Building Relationships, Social Media, Recruiting, Sales, Project Management, Project Planning, Microsoft Excel, Leadership
Education
Texas State University-San Marcos 2005 — 2007
Bachelor of Business Administration (BBA), Finance
Collin County Community College 2003 — 2005
Amanda Gappa's Transamerica Experience February 2015 - May 2015
Job Data Management Advisor at SAS
Industry Computer Software
Experience
SAS 2015 - Present
Transamerica February 2015 - May 2015
TransUnion June 2014 - December 2014
Skills
Economics, Microsoft Excel, Customer Service, Beginner Regression..., Analytics, Data Management, Predictive Analytics
Education
University of Colorado at Denver 2012 — 2015
Bachelor of Arts (B.A.), Economics, Overall GPA 3.6
Colorado Christian University 2011 — 2012
SAS 2015 - Present
Transamerica February 2015 - May 2015
TransUnion June 2014 - December 2014
Skills
Economics, Microsoft Excel, Customer Service, Beginner Regression..., Analytics, Data Management, Predictive Analytics
Education
University of Colorado at Denver 2012 — 2015
Bachelor of Arts (B.A.), Economics, Overall GPA 3.6
Colorado Christian University 2011 — 2012
Jessica Pilcher Jessica Pilcher's Transamerica Experience August 2014 - Present
Job Annuity Services Post Issue Financial Manager
Industry Insurance
Experience
Transamerica August 2014 - Present
Perfect Pitch Roofing - Iowa December 2013 - Present
Transamerica August 2008 - August 2014
Transamerica 2007 - 2008
Skogman Realty 2004 - 2007
Skills
Customer Service, Health Insurance, Microsoft Excel, Insurance, Leadership, Mutual Funds, Sales, Marketing, Fixed Annuities, Financial Services, Management, Investments, Life Insurance
Education
Coe College
Bachelor of Arts (B.A.)
Transamerica August 2014 - Present
Perfect Pitch Roofing - Iowa December 2013 - Present
Transamerica August 2008 - August 2014
Transamerica 2007 - 2008
Skogman Realty 2004 - 2007
Skills
Customer Service, Health Insurance, Microsoft Excel, Insurance, Leadership, Mutual Funds, Sales, Marketing, Fixed Annuities, Financial Services, Management, Investments, Life Insurance
Education
Coe College
Bachelor of Arts (B.A.)
Wendy Zhen's Transamerica Experience Senior AssociateTransamericaJanuary 2013 - Present
Job Financial and Insurance Service at Transamerica
Industry Insurance
Experience
Transamerica Senior AssociateTransamericaJanuary 2013 - Present
Skills
Sales, Business
Education
Portland Community College 2013 — 2015
Pcc student, Business/Corporate Communications
City College of San Francisco 1987 — 1989
Under Granduate , Education
Transamerica Senior AssociateTransamericaJanuary 2013 - Present
Skills
Sales, Business
Education
Portland Community College 2013 — 2015
Pcc student, Business/Corporate Communications
City College of San Francisco 1987 — 1989
Under Granduate , Education
David McCurdy, CFP®, MS David McCurdy, CFP®, MS's Transamerica Experience September 2014 - Present
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica September 2014 - Present
Effective 1031 Planning June 2014 - September 2014
Effective Financial Planning June 2014 - September 2014
Effective College Planning June 2014 - September 2014
Ashworth & Sullivan Wealth Management Group June 2013 - June 2014
Steadfast Capital Markets Group August 2011 - June 2013
Harmony Plans/Schachle Benefit Services May 2011 - August 2011
Compass EMP June 2010 - January 2011
Compass EMP March 2008 - June 2010
Inland Securities Corporation July 2001 - October 2007
Skills
Portfolio Management, Wealth Management, Asset Allocation, Real Estate, Financial Advisory, Mutual Funds, Management, Investments, Finance, Financial Planning, Series 7, Retirement, Sales
Education
College for Financial Planning 2003 — 2005
CFP, Certified Finanical Planner
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
Masters Management, Masters of Science in Management
North Carolina State University 1989 — 1994
Engineering, Industrial Engineering
Transamerica September 2014 - Present
Effective 1031 Planning June 2014 - September 2014
Effective Financial Planning June 2014 - September 2014
Effective College Planning June 2014 - September 2014
Ashworth & Sullivan Wealth Management Group June 2013 - June 2014
Steadfast Capital Markets Group August 2011 - June 2013
Harmony Plans/Schachle Benefit Services May 2011 - August 2011
Compass EMP June 2010 - January 2011
Compass EMP March 2008 - June 2010
Inland Securities Corporation July 2001 - October 2007
Skills
Portfolio Management, Wealth Management, Asset Allocation, Real Estate, Financial Advisory, Mutual Funds, Management, Investments, Finance, Financial Planning, Series 7, Retirement, Sales
Education
College for Financial Planning 2003 — 2005
CFP, Certified Finanical Planner
Georgia State University - J. Mack Robinson College of Business 1998 — 2000
Masters Management, Masters of Science in Management
North Carolina State University 1989 — 1994
Engineering, Industrial Engineering
Daisy Villalvazo's Transamerica Experience June 2015 - Present
Job
Industry Financial Services
Experience
Transamerica June 2015 - Present
BCBG Maxazria June 2014 - July 2015
His Loardships Restaurant September 2013 - January 2014
Skates On The Bay September 2013 - January 2014
Next door fine dinning May 2013 - January 2014
LA revolucion restaurant September 2012 - September 2013
Doctors Medical Center - San Pablo May 2011 - August 2011
monterey pine housing May 2010 - August 2010
Education
Allied School for REAL ESTATE 2015 — 2016
REAL ESTATE LICENSE, Real Estate Development
College of Marin 2014 — 2015
Associate’s Degree, Business Administration and Management, General, A+
Contra Costa College 2012 — 2015
college transfer credit, Business Administration and Management, General, 3.8GPA
richmond high school 2008 — 2012
High School, High School/Secondary Diplomas and Certificates, Top of class
Transamerica June 2015 - Present
BCBG Maxazria June 2014 - July 2015
His Loardships Restaurant September 2013 - January 2014
Skates On The Bay September 2013 - January 2014
Next door fine dinning May 2013 - January 2014
LA revolucion restaurant September 2012 - September 2013
Doctors Medical Center - San Pablo May 2011 - August 2011
monterey pine housing May 2010 - August 2010
Education
Allied School for REAL ESTATE 2015 — 2016
REAL ESTATE LICENSE, Real Estate Development
College of Marin 2014 — 2015
Associate’s Degree, Business Administration and Management, General, A+
Contra Costa College 2012 — 2015
college transfer credit, Business Administration and Management, General, 3.8GPA
richmond high school 2008 — 2012
High School, High School/Secondary Diplomas and Certificates, Top of class
Hector Quintero's Transamerica Experience October 2014 - Present
Job Transamerica Financial Advisors
Industry Financial Services
Experience
Transamerica October 2014 - Present
Skills
Customer Service, Team Building, Marketing, Sales, Insurance, Leadership, Retirement Planning, Management, Life Insurance, Financial Planning, Strategic Planning, Microsoft Office, Financial Analysis, Microsoft Excel, Finance
Education
College of the Canyons 2013 — 2015
Business and Personal/Financial Services Marketing Operations
Transamerica October 2014 - Present
Skills
Customer Service, Team Building, Marketing, Sales, Insurance, Leadership, Retirement Planning, Management, Life Insurance, Financial Planning, Strategic Planning, Microsoft Office, Financial Analysis, Microsoft Excel, Finance
Education
College of the Canyons 2013 — 2015
Business and Personal/Financial Services Marketing Operations
Margaret Sherry Margaret Sherry's Transamerica Experience August 2014 - Present
Job Director, Corporate Communications at Transamerica
Industry Public Relations and Communications
Experience
Transamerica August 2014 - Present
Vox Integrated Communications LLC July 2012 - Present
ACT March 2013 - May 2014
Amtrak February 2003 - March 2012
Advocates for Highway and Auto Safety July 2002 - January 2003
Houghton Mifflin Harcourt September 1998 - December 2001
Office of U.S. Sen. John Kerry September 1994 - August 1998
United States Information Agency August 1993 - July 1994
The White House January 1993 - August 1993
Democratic Senatorial Campaign Committee October 1990 - January 1993
Skills
Internal Communications, Executive-level..., Project Management, Change Management, Publication Development, Strategic Communications, Crisis Communications, Issues Management, Corporate Communications, Annual Reports, Digital and Social Media, Customer Communication, Media Relations, Public Relations, Press Releases, Public Affairs
Education
Clark University
International Development and Social Change
Beijing University 1989 — 1989
Chinese Language and Literature
Nanjing University 1988 — 1988
Chinese Language and Literature
ISB
ISB
ISB
Transamerica August 2014 - Present
Vox Integrated Communications LLC July 2012 - Present
ACT March 2013 - May 2014
Amtrak February 2003 - March 2012
Advocates for Highway and Auto Safety July 2002 - January 2003
Houghton Mifflin Harcourt September 1998 - December 2001
Office of U.S. Sen. John Kerry September 1994 - August 1998
United States Information Agency August 1993 - July 1994
The White House January 1993 - August 1993
Democratic Senatorial Campaign Committee October 1990 - January 1993
Skills
Internal Communications, Executive-level..., Project Management, Change Management, Publication Development, Strategic Communications, Crisis Communications, Issues Management, Corporate Communications, Annual Reports, Digital and Social Media, Customer Communication, Media Relations, Public Relations, Press Releases, Public Affairs
Education
Clark University
International Development and Social Change
Beijing University 1989 — 1989
Chinese Language and Literature
Nanjing University 1988 — 1988
Chinese Language and Literature
ISB
ISB
ISB
Jason Grimm, FLMI Jason Grimm, FLMI's Transamerica Experience June 2008 - March 2013
Job Service Manager at True North
Industry Financial Services
Experience
Transamerica June 2008 - March 2013
Entrees Made Easy 2007 - 2008
Sedona staffing 2006 - 2007
Skills
Financial Services, Call Centers, Fixed Annuities, Variable Annuities, Microsoft Excel, Microsoft Word, DOS Mainframe, Microsoft Office, Access Database, Research, Trombone, Bass Guitar, Auditing, Management, Health Insurance, Customer Service, Employee Benefits
Education
Coe College 1996 — 1999
Bachelor of Music
Kirkwood Community College 1994 — 1996
Associate of Arts (AA), Accounting
Transamerica June 2008 - March 2013
Entrees Made Easy 2007 - 2008
Sedona staffing 2006 - 2007
Skills
Financial Services, Call Centers, Fixed Annuities, Variable Annuities, Microsoft Excel, Microsoft Word, DOS Mainframe, Microsoft Office, Access Database, Research, Trombone, Bass Guitar, Auditing, Management, Health Insurance, Customer Service, Employee Benefits
Education
Coe College 1996 — 1999
Bachelor of Music
Kirkwood Community College 1994 — 1996
Associate of Arts (AA), Accounting
Iesha (Hall) Odom Iesha (Hall) Odom's Transamerica Experience February 2005 - Present
Job Licensed Insurance Agent at Transamerica
Industry Financial Services
Experience
Transamerica February 2005 - Present
Education
Collin County Community College 2013 — 2013
Business, Management, Marketing, and Related Support Services
Transamerica February 2005 - Present
Education
Collin County Community College 2013 — 2013
Business, Management, Marketing, and Related Support Services
Mukesh Ranu Mukesh Ranu's Transamerica Experience June 2009 - July 2013
Job Senior Mortgage Loan Officer at United Mortgage Corp.
Industry Financial Services
Experience
United Mortgage Corp. June 2015 - Present
Ameritas July 2013 - Present
RanuGroup 2012 - Present
Ranu Insurance Agency Inc. January 2005 - Present
Meadowbrook Financial Mortgage Bankers July 2013 - June 2015
Transamerica June 2009 - July 2013
LPL Financial Services January 2006 - July 2009
Healthfirst 2007 - 2009
Metlife July 2001 - January 2006
Skills
Series 7, Series 63, Life & Health Insurance..., AHIP Certificate, Sales Management, People Skills, Tax Preparation, Asset Protection, Fixed Annuities, Disability Insurance, Life Insurance, Health Insurance, Retirement Planning, Retirement, Estate Planning, Insurance, Long-term Care, Small Business, Asset Management, Management, Finance, Medicare Advantage, 401k, Leadership, Strategic Financial..., Investments, Medicare, Financial Services, Financial Advisory, Sales Presentations, Complaince, Employee Benefits, Wealth Management, Managed Care, Portfolio Management
Education
LISORE Real Estate Education and Mortgage Training School 2013 — 2013
Mortgage Loan Originator License, Mortgage Loan Originator
Real Estate Education Center 2013 — 2013
REAL ESTATE SALESPERSON, Real Estate
Gleim 2010 — 2012
Pending RTRP, Tax Law/Taxation
City University of New York-Herbert H. Lehman College 2007 — 2008
Completed, IRS Enrolled Agent Prep. Program
H&R Block 2005 — 2005
Income Tax Course Certificate, Income Taxation
RETC 2003 — 2003
Real Estate Agent and Broker, Real Estate, A
RETC Mortgage Sales Masters 2003 — 2003
Mortgage Sales Masters Certificate, Mortgage Sales, A
Saint John's University 1994 — 1997
BS, Health Care Adminstration
Queensborough Community College 1991 — 1994
A.S., Pre-Pharmacy
Newtown High School 1987 — 1991
HS Diploma, Business Certificate
United Mortgage Corp. June 2015 - Present
Ameritas July 2013 - Present
RanuGroup 2012 - Present
Ranu Insurance Agency Inc. January 2005 - Present
Meadowbrook Financial Mortgage Bankers July 2013 - June 2015
Transamerica June 2009 - July 2013
LPL Financial Services January 2006 - July 2009
Healthfirst 2007 - 2009
Metlife July 2001 - January 2006
Skills
Series 7, Series 63, Life & Health Insurance..., AHIP Certificate, Sales Management, People Skills, Tax Preparation, Asset Protection, Fixed Annuities, Disability Insurance, Life Insurance, Health Insurance, Retirement Planning, Retirement, Estate Planning, Insurance, Long-term Care, Small Business, Asset Management, Management, Finance, Medicare Advantage, 401k, Leadership, Strategic Financial..., Investments, Medicare, Financial Services, Financial Advisory, Sales Presentations, Complaince, Employee Benefits, Wealth Management, Managed Care, Portfolio Management
Education
LISORE Real Estate Education and Mortgage Training School 2013 — 2013
Mortgage Loan Originator License, Mortgage Loan Originator
Real Estate Education Center 2013 — 2013
REAL ESTATE SALESPERSON, Real Estate
Gleim 2010 — 2012
Pending RTRP, Tax Law/Taxation
City University of New York-Herbert H. Lehman College 2007 — 2008
Completed, IRS Enrolled Agent Prep. Program
H&R Block 2005 — 2005
Income Tax Course Certificate, Income Taxation
RETC 2003 — 2003
Real Estate Agent and Broker, Real Estate, A
RETC Mortgage Sales Masters 2003 — 2003
Mortgage Sales Masters Certificate, Mortgage Sales, A
Saint John's University 1994 — 1997
BS, Health Care Adminstration
Queensborough Community College 1991 — 1994
A.S., Pre-Pharmacy
Newtown High School 1987 — 1991
HS Diploma, Business Certificate
Jeff Clemmons Jeff Clemmons's Transamerica Experience August 1998 - October 1998
Job IT Infrastructure Team Lead
Industry Information Technology and Services
Experience
Insurance Auto Auctions August 2011 - Present
Freedman, Anselmo, Lindberg & Rappe, LLC. June 2005 - July 2011
Equity Residential September 1997 - April 2005
Transamerica August 1998 - October 1998
Zurich Insurance March 1997 - August 1998
Skills
Disaster Recovery, Windows Server, Active Directory, Windows, Cisco Technologies, SharePoint, Data Center, Wireless, Project Management, IIS, Security, VMware, Troubleshooting, DNS, Virtualization
Education
College of DuPage 1991 — 1995
Associates, Horticulture
Northern Illinois University - College of Business 1989 — 1990
Business Management
DeVry Institute of Technology 1988 — 1989
Electronic Engineering Technology
Insurance Auto Auctions August 2011 - Present
Freedman, Anselmo, Lindberg & Rappe, LLC. June 2005 - July 2011
Equity Residential September 1997 - April 2005
Transamerica August 1998 - October 1998
Zurich Insurance March 1997 - August 1998
Skills
Disaster Recovery, Windows Server, Active Directory, Windows, Cisco Technologies, SharePoint, Data Center, Wireless, Project Management, IIS, Security, VMware, Troubleshooting, DNS, Virtualization
Education
College of DuPage 1991 — 1995
Associates, Horticulture
Northern Illinois University - College of Business 1989 — 1990
Business Management
DeVry Institute of Technology 1988 — 1989
Electronic Engineering Technology
Brennan Russell Brennan Russell's Transamerica Experience March 2015 - Present
Job Manager, PMO at Transamerica
Industry Insurance
Experience
Transamerica March 2015 - Present
Transamerica May 2014 - March 2015
Transamerica January 2013 - May 2014
Transamerica August 2011 - January 2013
Transamerica Life & Protection July 2009 - July 2011
AEGON May 2009 - July 2009
AEGON May 2008 - May 2009
Skills
Visio, SharePoint, Agile, Scrum, Corporate Communications, Written & Oral..., Project Planning, Project Execution, Agile Project Management, VBA, PowerPoint, MS Project, Business Objects, Excel, SharePoint Designer, Analysis, Project Implementation, Software Project..., Project Portfolio..., Waterfall, SDLC, Servant Leadership, Version One, Software Development, Agile Methodologies, Software Documentation, Business Process, Management, Microsoft Excel, Program Management, Process Improvement, Requirements Gathering, Vendor Management, Risk Management, Leadership, PMO, Project Management, Integration
Education
Coe College 2005 — 2009
Business, Finance and Management
Transamerica March 2015 - Present
Transamerica May 2014 - March 2015
Transamerica January 2013 - May 2014
Transamerica August 2011 - January 2013
Transamerica Life & Protection July 2009 - July 2011
AEGON May 2009 - July 2009
AEGON May 2008 - May 2009
Skills
Visio, SharePoint, Agile, Scrum, Corporate Communications, Written & Oral..., Project Planning, Project Execution, Agile Project Management, VBA, PowerPoint, MS Project, Business Objects, Excel, SharePoint Designer, Analysis, Project Implementation, Software Project..., Project Portfolio..., Waterfall, SDLC, Servant Leadership, Version One, Software Development, Agile Methodologies, Software Documentation, Business Process, Management, Microsoft Excel, Program Management, Process Improvement, Requirements Gathering, Vendor Management, Risk Management, Leadership, PMO, Project Management, Integration
Education
Coe College 2005 — 2009
Business, Finance and Management
Emily (Koschmeder) Wiggins Emily (Koschmeder) Wiggins's Transamerica Experience June 2007 - April 2009
Job Supervisor and Registered Principal
Industry Financial Services
Experience
Cambridge Investment Research April 2009 - Present
Transamerica June 2007 - April 2009
Skills
Series 24, Series 7, 401k, FINRA, Securities, Retirement Planning, Series 26, Series 6, serie, Customer Service, Escalation Resolution, Process Improvement, Mutual Funds, Series 63, Retirement
Education
Coe College 2003 — 2007
Bachelor of Arts (BA), Psychology
Cambridge Investment Research April 2009 - Present
Transamerica June 2007 - April 2009
Skills
Series 24, Series 7, 401k, FINRA, Securities, Retirement Planning, Series 26, Series 6, serie, Customer Service, Escalation Resolution, Process Improvement, Mutual Funds, Series 63, Retirement
Education
Coe College 2003 — 2007
Bachelor of Arts (BA), Psychology
Charles Matt Brannon Charles Matt Brannon's Transamerica Experience November 2013 - Present
Job Estimator at Troy Construction
Industry Construction
Experience
Troy Construction June 2014 - Present
Transamerica November 2013 - Present
Clearwire November 2012 - September 2013
Main Street Broadband March 2012 - July 2012
Main Street Broadband June 2011 - March 2012
Aflac November 2008 - March 2010
Sea Island Resorts January 2007 - November 2008
Skills
Sales Management, Salesforce.com, Sales, Telecommunications, Direct Sales, Account Management, Customer Service, New Business Development, Microsoft Office, Negotiation, Sales Operations, Sales Presentations, Start-ups, Training, Management, Leadership, Time Management, Cold Calling, Sales Process, Customer Retention, Selling, B2B, Market Planning, Solution Selling, Customer Satisfaction
Education
College of Coastal Georgia
Glynn Academy
Troy Construction June 2014 - Present
Transamerica November 2013 - Present
Clearwire November 2012 - September 2013
Main Street Broadband March 2012 - July 2012
Main Street Broadband June 2011 - March 2012
Aflac November 2008 - March 2010
Sea Island Resorts January 2007 - November 2008
Skills
Sales Management, Salesforce.com, Sales, Telecommunications, Direct Sales, Account Management, Customer Service, New Business Development, Microsoft Office, Negotiation, Sales Operations, Sales Presentations, Start-ups, Training, Management, Leadership, Time Management, Cold Calling, Sales Process, Customer Retention, Selling, B2B, Market Planning, Solution Selling, Customer Satisfaction
Education
College of Coastal Georgia
Glynn Academy
Christine Koelzer McIntyre's Transamerica Experience December 1998 - 2004
Job Director of Operations at McIntyre Law Group
Industry Law Practice
Experience
McIntyre Law Group February 2005 - Present
Transamerica December 1998 - 2004
Transamerica Financial Advisors 1998 - 2003
Griffin Financial Services 1996 - December 1998
Skills
Mergers & Acquisitions, Process Improvement, Financial Services, Mutual Funds, Insurance, Leadership, Securities, Risk Management, 401k, Vendor Management
Education
Cerritos College
McIntyre Law Group February 2005 - Present
Transamerica December 1998 - 2004
Transamerica Financial Advisors 1998 - 2003
Griffin Financial Services 1996 - December 1998
Skills
Mergers & Acquisitions, Process Improvement, Financial Services, Mutual Funds, Insurance, Leadership, Securities, Risk Management, 401k, Vendor Management
Education
Cerritos College
David Brooker's Transamerica Experience February 2011 - Present
Job DirectorOperations at Transamerica
Industry Insurance
Experience
Transamerica February 2011 - Present
Transamerica February 2006 - February 2011
Transamerica July 2004 - February 2006
Transamerica February 2000 - July 2004
Skills
Business Analysis, SDLC, Business Process..., Insurance, Process Improvement, Vendor Management, Leadership, Project Management, Disaster Recovery, Program Management, Enterprise Architecture, Enterprise Software, Risk Management
Education
Coe College
Bio Chemistry/Mathematics
Transamerica February 2011 - Present
Transamerica February 2006 - February 2011
Transamerica July 2004 - February 2006
Transamerica February 2000 - July 2004
Skills
Business Analysis, SDLC, Business Process..., Insurance, Process Improvement, Vendor Management, Leadership, Project Management, Disaster Recovery, Program Management, Enterprise Architecture, Enterprise Software, Risk Management
Education
Coe College
Bio Chemistry/Mathematics
Tim Dailey's Transamerica Experience December 1998 - May 2000
Job Mortgage Loan Consultant Jacksonville FL
Industry Financial Services
Experience
Bright Vision Mortgage, Inc January 2012 - Present
NFLP Lending LTD March 2009 - June 2011
Bright Vision Mortagage December 2006 - June 2009
First Data Corporation 2000 - 2005
Transamerica December 1998 - May 2000
Skills
Financial Coach, Economics, Personal Budgeting, Mortgage Lending, Loans, Loan Origination, Finance, VA loans, FHA, Refinance, Real Estate, Short Sales, Residential Mortgages, USDA, FHA financing, Investment Properties, Credit, Leadership, Residential Homes, Mortgage Marketing, Mortgage Banking, Real Estate Transactions, Reverse Mortgages, First Time Home Buyers, Investors, Foreclosures, REO, Sales, Referrals, Selling, VA Loans, Single Family Homes, Management, Sellers, New Home Sales, Condos, Buyers
Education
Clarkson University 1980 — 1984
Bachelor Of Science, Accounting
Bright Vision Mortgage, Inc January 2012 - Present
NFLP Lending LTD March 2009 - June 2011
Bright Vision Mortagage December 2006 - June 2009
First Data Corporation 2000 - 2005
Transamerica December 1998 - May 2000
Skills
Financial Coach, Economics, Personal Budgeting, Mortgage Lending, Loans, Loan Origination, Finance, VA loans, FHA, Refinance, Real Estate, Short Sales, Residential Mortgages, USDA, FHA financing, Investment Properties, Credit, Leadership, Residential Homes, Mortgage Marketing, Mortgage Banking, Real Estate Transactions, Reverse Mortgages, First Time Home Buyers, Investors, Foreclosures, REO, Sales, Referrals, Selling, VA Loans, Single Family Homes, Management, Sellers, New Home Sales, Condos, Buyers
Education
Clarkson University 1980 — 1984
Bachelor Of Science, Accounting
Sarita Reddy's Transamerica Experience July 1990 - November 1995
Job Manager, Client Services at Hedge Trackers
Industry Translation and Localization
Experience
Hedge Trackers September 2015 - Present
SunGard February 2011 - Present
Reddys Consulting November 2007 - January 2011
GE, Corporate Treasury July 2007 - November 2007
Sungard Treasury Systems April 2000 - June 2007
International Masters Publishers April 1999 - March 2000
GE Capital April 1997 - March 1999
Ernst & Young November 1995 - March 1997
Transamerica July 1990 - November 1995
Skills
Accounting, Treasury Management, Financial Analysis, FX Options, Cash Management, Derivatives, Treasury, Back Office, Financial Services, Options, Valuation, Management, Business Analysis, Consulting, Risk Management, Finance, Banking
Education
City University of New York 1988 — 1990
MBA, Finance, Accounting
Hedge Trackers September 2015 - Present
SunGard February 2011 - Present
Reddys Consulting November 2007 - January 2011
GE, Corporate Treasury July 2007 - November 2007
Sungard Treasury Systems April 2000 - June 2007
International Masters Publishers April 1999 - March 2000
GE Capital April 1997 - March 1999
Ernst & Young November 1995 - March 1997
Transamerica July 1990 - November 1995
Skills
Accounting, Treasury Management, Financial Analysis, FX Options, Cash Management, Derivatives, Treasury, Back Office, Financial Services, Options, Valuation, Management, Business Analysis, Consulting, Risk Management, Finance, Banking
Education
City University of New York 1988 — 1990
MBA, Finance, Accounting
Jeff Cormier's Transamerica Experience 1996 - 2001
Job IT Architect at IBM
Industry Computer Networking
Experience
IBM June 2006 - Present
Fifth Street Technology November 2004 - March 2006
Insphere February 2002 - October 2004
Clariant September 2000 - May 2002
Transamerica 1996 - 2001
Skills
PMP, Solution Architecture, LAN-WAN, Cisco Technologies, Data Center, Integration, Firewalls, Switches, TCP/IP, Servers, Cloud Computing, WAN, System Deployment, Networking, Security, Troubleshooting, Linux, VPN, Perl, Information Technology, Network Architecture, Cisco Routers, Network Security, Network Design, Enterprise Architecture, Ethernet, IP, Routing, Telecommunications, SNMP, Frame Relay, BGP, CCNP, OSPF, Infrastructure, Managed Services, Virtualization, VMware, Disaster Recovery, VoIP, Juniper, Network Engineering, IT Service Management, High Availability, ITIL, Pre-sales, IT Management, IT Operations
Education
Coleman College 1981 — 1983
Computer Science
San Diego State University 1980 — 1982
Computer Science
IBM June 2006 - Present
Fifth Street Technology November 2004 - March 2006
Insphere February 2002 - October 2004
Clariant September 2000 - May 2002
Transamerica 1996 - 2001
Skills
PMP, Solution Architecture, LAN-WAN, Cisco Technologies, Data Center, Integration, Firewalls, Switches, TCP/IP, Servers, Cloud Computing, WAN, System Deployment, Networking, Security, Troubleshooting, Linux, VPN, Perl, Information Technology, Network Architecture, Cisco Routers, Network Security, Network Design, Enterprise Architecture, Ethernet, IP, Routing, Telecommunications, SNMP, Frame Relay, BGP, CCNP, OSPF, Infrastructure, Managed Services, Virtualization, VMware, Disaster Recovery, VoIP, Juniper, Network Engineering, IT Service Management, High Availability, ITIL, Pre-sales, IT Management, IT Operations
Education
Coleman College 1981 — 1983
Computer Science
San Diego State University 1980 — 1982
Computer Science
Sherry Kittay's Transamerica Experience December 2000 - Present
Job Sr. Business Analyst
Industry Information Technology and Services
Experience
Transamerica December 2000 - Present
Skills
Requirements Gathering, SDLC, User Acceptance Testing, SharePoint, Requirements Analysis, Business Analysis, Software Documentation, Databases, Business Requirements, DB2, Visio, COBOL, Crystal Reports, Insurance, SQL
Education
Coastal Carolina University
BS, Computer Science
Transamerica December 2000 - Present
Skills
Requirements Gathering, SDLC, User Acceptance Testing, SharePoint, Requirements Analysis, Business Analysis, Software Documentation, Databases, Business Requirements, DB2, Visio, COBOL, Crystal Reports, Insurance, SQL
Education
Coastal Carolina University
BS, Computer Science
Aaron Staker's Transamerica Experience August 2008 - July 2009
Job Drupal Developer at Meredith Corporation
Industry Publishing
Experience
Meredith Corporation November 2013 - Present
Digital BrinQ August 2010 - Present
CGH Medical Center July 2009 - November 2011
Transamerica August 2008 - July 2009
Transamerica August 2005 - August 2008
Yellowbook USA March 2000 - August 2005
Gateway June 2004 - August 2004
Skills
Web Development, User Experience, jQuery, Drupal, PHP, HTML5, CSS, JavaScript, Vagrant, SASS, User Interface Design, Windows Server, Windows 7, VMware, Adobe Creative Suite, Citrix, HTML 5, Software Documentation, Windows, Microsoft Office, XP, VMware ESX, CCNA, Avaya Communication..., Troubleshooting, Technical Support, CSS3, SharePoint, Group Policy, System Deployment, Project Management, MySQL, Servers, Certified Teacher, Node.js, Online Marketing, Linux, Active Directory, Visio, System Administration, Data Center, Microsoft SQL Server, Networking, Content Management, Computer Hardware, Virtualization, HTML, BMC Remedy, OS X
Education
Iowa State University 2015 — 2016
Master's Degree, Human Computer Interaction, Graduate
Coe College 1997 — 2002
B.A., Secondary Education, Political Science
University of Iowa - Henry B. Tippie College of Business 2008 — 2008
MBA, Business
Meredith Corporation November 2013 - Present
Digital BrinQ August 2010 - Present
CGH Medical Center July 2009 - November 2011
Transamerica August 2008 - July 2009
Transamerica August 2005 - August 2008
Yellowbook USA March 2000 - August 2005
Gateway June 2004 - August 2004
Skills
Web Development, User Experience, jQuery, Drupal, PHP, HTML5, CSS, JavaScript, Vagrant, SASS, User Interface Design, Windows Server, Windows 7, VMware, Adobe Creative Suite, Citrix, HTML 5, Software Documentation, Windows, Microsoft Office, XP, VMware ESX, CCNA, Avaya Communication..., Troubleshooting, Technical Support, CSS3, SharePoint, Group Policy, System Deployment, Project Management, MySQL, Servers, Certified Teacher, Node.js, Online Marketing, Linux, Active Directory, Visio, System Administration, Data Center, Microsoft SQL Server, Networking, Content Management, Computer Hardware, Virtualization, HTML, BMC Remedy, OS X
Education
Iowa State University 2015 — 2016
Master's Degree, Human Computer Interaction, Graduate
Coe College 1997 — 2002
B.A., Secondary Education, Political Science
University of Iowa - Henry B. Tippie College of Business 2008 — 2008
MBA, Business
Bob Consigli's Transamerica Experience July 2008 - Present
Job Internal Wholesaler
Industry Investment Management
Experience
Transamerica July 2008 - Present
Lehman Brothers December 2002 - June 2008
Piper Jaffray January 1991 - November 1995
Merrill Lynch December 1978 - January 1991
Skills
Mobile Marketing, Series 63, Mutual Funds, Investments, Fixed Annuities, 401k, Financial Services, Retirement Planning, Banking, Life Insurance, Series 6, Portfolio Management, Retirement, IRAs, Disability Insurance, Series 7, Wealth Management
Education
Colgate University 1971 — 1975
Bachelor of Arts (B.A.), History
Transamerica July 2008 - Present
Lehman Brothers December 2002 - June 2008
Piper Jaffray January 1991 - November 1995
Merrill Lynch December 1978 - January 1991
Skills
Mobile Marketing, Series 63, Mutual Funds, Investments, Fixed Annuities, 401k, Financial Services, Retirement Planning, Banking, Life Insurance, Series 6, Portfolio Management, Retirement, IRAs, Disability Insurance, Series 7, Wealth Management
Education
Colgate University 1971 — 1975
Bachelor of Arts (B.A.), History
Selita Jansen's Transamerica Experience 2004 - 2008
Job Director, Business Planning and Strategy at Transamerica Retirement Solutions
Industry Financial Services
Experience
Transamerica Retirement Solutions July 2011 - Present
Transamerica Retirement Management January 2008 - July 2011
Transamerica 2004 - 2008
Aegon 1998 - 2004
Aegon June 1996 - 1998
Skills
Project Portfolio..., Strategic Planning, Partner Relationship..., Business Analysis, Process Improvement, Process Management, Call Center, Risk Management, Relationship Management, CRM, Program Management, Change Management, Requirements Analysis, Project Management, SDLC, Call Centers, Business Requirements, Visio, Requirements Gathering, Business Process..., Financial Services, Strategy
Education
University of Iowa 2015 — 2017
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor
Kirkwood Community College 1992 — 1994
Associate's, Marketing Management
Cedar Rapids Jefferson High School 1989 — 1992
Diploma, General
Transamerica Retirement Solutions July 2011 - Present
Transamerica Retirement Management January 2008 - July 2011
Transamerica 2004 - 2008
Aegon 1998 - 2004
Aegon June 1996 - 1998
Skills
Project Portfolio..., Strategic Planning, Partner Relationship..., Business Analysis, Process Improvement, Process Management, Call Center, Risk Management, Relationship Management, CRM, Program Management, Change Management, Requirements Analysis, Project Management, SDLC, Call Centers, Business Requirements, Visio, Requirements Gathering, Business Process..., Financial Services, Strategy
Education
University of Iowa 2015 — 2017
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Counselor
Kirkwood Community College 1992 — 1994
Associate's, Marketing Management
Cedar Rapids Jefferson High School 1989 — 1992
Diploma, General
Dirk Fetzer's Transamerica Experience 1986 - 1994
Job Systems Programmer at CSX Technology
Industry Transportation/Trucking/Railroad
Experience
CSX Technology 2000 - Present
Salem-Keizer Public Schools 1994 - 2000
Transamerica 1986 - 1994
Education
Coleman College 1986 — 1988
San Diego Mesa College
CSX Technology 2000 - Present
Salem-Keizer Public Schools 1994 - 2000
Transamerica 1986 - 1994
Education
Coleman College 1986 — 1988
San Diego Mesa College
Tyra Smith's Transamerica Experience September 2012 - July 2014
Job Realtor at Better Homes and Gardens Real Estate Metro Brokers
Industry Real Estate
Experience
Better Homes and Gardens Real Estate Metro Brokers July 2014 - Present
Transamerica September 2012 - July 2014
Corinthian Colleges 2011 - 2012
Westwood College September 2008 - June 2011
Better Homes and Gardens Real Estate Metro Brokers 2003 - 2008
Skills
Customer Service, Life Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Insurance, Mortgage Lending, FHA, Credit, REO, First Time Home Buyers, Foreclosures, Term Life Insurance, Investors, Marketing, Short Sales, Retaining Customers, Admissions, Training, Real Estate
Education
Clark Atlanta University
Better Homes and Gardens Real Estate Metro Brokers July 2014 - Present
Transamerica September 2012 - July 2014
Corinthian Colleges 2011 - 2012
Westwood College September 2008 - June 2011
Better Homes and Gardens Real Estate Metro Brokers 2003 - 2008
Skills
Customer Service, Life Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Insurance, Mortgage Lending, FHA, Credit, REO, First Time Home Buyers, Foreclosures, Term Life Insurance, Investors, Marketing, Short Sales, Retaining Customers, Admissions, Training, Real Estate
Education
Clark Atlanta University
Paul Klein's Transamerica Experience 1984 - 1986
Job Senior Consultant, Health and Group Benefits at Towers Watson
Industry Insurance
Experience
Towers Watson July 2012 - Present
Aon Hewitt March 2003 - July 2012
PricewaterhouseCoopers February 2001 - February 2002
Mercer January 1989 - February 2000
Transamerica 1984 - 1986
Skills
Employee Benefits, HR Consulting, Benefits, HR Strategy, Defined Benefit, Executive Pay, Deferred Compensation, Benefits Administration, Pensions, Talent Management, Employee Engagement, Performance Management, Health Insurance, ERISA, HRIS, HR Transformation, Retirement, Insurance, Organizational Design, Personnel Management, Defined Contribution, Incentive Programs, Mergers & Acquisitions, Pension Administration, 401k, Compensation & Benefit, Actuarial Science, Vendor Management
Education
University of San Francisco 1997 — 1999
Masters, Organization Development
Claremont McKenna College 1979 — 1983
BA, Economics
Towers Watson July 2012 - Present
Aon Hewitt March 2003 - July 2012
PricewaterhouseCoopers February 2001 - February 2002
Mercer January 1989 - February 2000
Transamerica 1984 - 1986
Skills
Employee Benefits, HR Consulting, Benefits, HR Strategy, Defined Benefit, Executive Pay, Deferred Compensation, Benefits Administration, Pensions, Talent Management, Employee Engagement, Performance Management, Health Insurance, ERISA, HRIS, HR Transformation, Retirement, Insurance, Organizational Design, Personnel Management, Defined Contribution, Incentive Programs, Mergers & Acquisitions, Pension Administration, 401k, Compensation & Benefit, Actuarial Science, Vendor Management
Education
University of San Francisco 1997 — 1999
Masters, Organization Development
Claremont McKenna College 1979 — 1983
BA, Economics
Robin Alexander-Redd's Transamerica Experience 1982 - 2001
Job Financial Analyst at Accenture
Industry Information Technology and Services
Experience
Accenture April 2001 - Present
Hyde Park Consultants 1999 - 2003
Transamerica 1982 - 2001
Skills
Financial Modeling, Business Analysis, Financial Reporting, Business Strategy, Cash Flow Forecasting, Financial Services, Business Planning, Process Improvement, Finance, Strategy, Business Process, Managerial Finance, Mergers, Entrepreneurship, Leadership Development, Mergers & Acquisitions, Account Management, Accounts Payable, Accounts Receivable
Education
DePaul University 1998 — 2011
Bachelor's degree, Business Administration and Management
Chicago State University 1982 — 1984
Accounting
Accenture April 2001 - Present
Hyde Park Consultants 1999 - 2003
Transamerica 1982 - 2001
Skills
Financial Modeling, Business Analysis, Financial Reporting, Business Strategy, Cash Flow Forecasting, Financial Services, Business Planning, Process Improvement, Finance, Strategy, Business Process, Managerial Finance, Mergers, Entrepreneurship, Leadership Development, Mergers & Acquisitions, Account Management, Accounts Payable, Accounts Receivable
Education
DePaul University 1998 — 2011
Bachelor's degree, Business Administration and Management
Chicago State University 1982 — 1984
Accounting
Doug Wilkerson's Transamerica Experience July 2011 - Present
Job Manager Enterprise Messaging Services at Transamerica
Industry Insurance
Experience
Transamerica July 2011 - Present
AEGON August 2010 - November 2011
AEGON Asset Management March 2008 - August 2010
EnCompass August 2000 - March 2008
Entre Information Systems June 1997 - July 2000
Skills
Microsoft Exchange, Powershell, Server Architecture, System Administration, Troubleshooting, SharePoint, Disaster Recovery, Microsoft SQL Server, Process Improvement, Visio, Integration, IT Management, Storage, Virtualization, VMware
Education
Coe College 1994 — 1997
Bachelor's degree, Computer Science and Physics
Coe College 1993 — 1997
BA, Computer Science, Physics
Transamerica July 2011 - Present
AEGON August 2010 - November 2011
AEGON Asset Management March 2008 - August 2010
EnCompass August 2000 - March 2008
Entre Information Systems June 1997 - July 2000
Skills
Microsoft Exchange, Powershell, Server Architecture, System Administration, Troubleshooting, SharePoint, Disaster Recovery, Microsoft SQL Server, Process Improvement, Visio, Integration, IT Management, Storage, Virtualization, VMware
Education
Coe College 1994 — 1997
Bachelor's degree, Computer Science and Physics
Coe College 1993 — 1997
BA, Computer Science, Physics
Markus Emsermann's Transamerica Experience March 2014 - Present
Job Data Scientist at Transamerica Life Insurance Company
Industry Higher Education
Experience
Transamerica March 2014 - Present
The Actuarial Academy September 2012 - Present
University of Colorado at Denver 2005 - Present
Jeppesen 2000 - March 2014
University of Colorado Denver 2005 - 2014
University of Colorado Denver 2005 - 2014
The Kempe Foundation 1998 - 2000
Education
University of Colorado at Denver 1993 — 2000
Ph.D., Applied Mathematics
Clemson University 1991 — 1993
Master of Science (MS), Mathematical Sciences
Clemson University 1987 — 1991
Bachelor of Science (BS), Mathematical Sciences
Transamerica March 2014 - Present
The Actuarial Academy September 2012 - Present
University of Colorado at Denver 2005 - Present
Jeppesen 2000 - March 2014
University of Colorado Denver 2005 - 2014
University of Colorado Denver 2005 - 2014
The Kempe Foundation 1998 - 2000
Education
University of Colorado at Denver 1993 — 2000
Ph.D., Applied Mathematics
Clemson University 1991 — 1993
Master of Science (MS), Mathematical Sciences
Clemson University 1987 — 1991
Bachelor of Science (BS), Mathematical Sciences
John E Koehler, CFP, ChFC, CLU, CRPC's Transamerica Experience July 2011 - Present
Job Senior Vice President, Advanced Markets / Training & Development at Transamerica
Industry Financial Services
Experience
Transamerica July 2011 - Present
Jackson National Life Distributors LLC November 2005 - September 2011
Your Life Financial, LLC March 2004 - November 2005
TIAA-CREF August 1991 - March 2004
Skills
Retirement, Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Series 6, Investments, Wealth Management, Alternative Investments, Financial Services, Securities, 401k, Asset Allocation, Variable Annuities
Education
Clarkson University 1982 — 1986
BS, Economics & Finance
Transamerica July 2011 - Present
Jackson National Life Distributors LLC November 2005 - September 2011
Your Life Financial, LLC March 2004 - November 2005
TIAA-CREF August 1991 - March 2004
Skills
Retirement, Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Series 6, Investments, Wealth Management, Alternative Investments, Financial Services, Securities, 401k, Asset Allocation, Variable Annuities
Education
Clarkson University 1982 — 1986
BS, Economics & Finance
Lee Carvill's Transamerica Experience 1989 - 1992
Job Business Manager at Orchard Christian Fellowship
Industry Religious Institutions
Experience
Orchard Christian Fellowship September 2008 - Present
Dyer Technology, Inc. 2000 - 2005
Deutsche Financial Services 1993 - 2000
Transamerica 1989 - 1992
BorgWarner 1974 - 1989
Education
Clarkson University 1966 — 1971
BS, Industrial Distribution
Orchard Christian Fellowship September 2008 - Present
Dyer Technology, Inc. 2000 - 2005
Deutsche Financial Services 1993 - 2000
Transamerica 1989 - 1992
BorgWarner 1974 - 1989
Education
Clarkson University 1966 — 1971
BS, Industrial Distribution
Galen (Chuck) Lemar's Transamerica Experience April 1998 - October 1999
Job President at Cybex Capital
Industry Financial Services
Experience
Cybex International October 2007 - Present
Cybex Capital October 2007 - Present
Main Street Bank May 2006 - October 2007
Cybex International April 2001 - May 2006
Textron Financial October 1999 - October 2000
Transamerica April 1998 - October 1999
ORIX Corporation July 1997 - April 1998
ORIX October 1984 - July 1997
National Association of Federal Credit Unions July 1984 - October 1984
Capital Associates August 1982 - June 1984
Education
Clark College
Business Administration
Cybex International October 2007 - Present
Cybex Capital October 2007 - Present
Main Street Bank May 2006 - October 2007
Cybex International April 2001 - May 2006
Textron Financial October 1999 - October 2000
Transamerica April 1998 - October 1999
ORIX Corporation July 1997 - April 1998
ORIX October 1984 - July 1997
National Association of Federal Credit Unions July 1984 - October 1984
Capital Associates August 1982 - June 1984
Education
Clark College
Business Administration
Chris Hooper's Transamerica Experience June 2007 - Present
Job Senior Vice President, Business Development, Mutual Funds
Industry Financial Services
Experience
Transamerica June 2007 - Present
Evergreen Investments January 2000 - January 2007
Evergreen Investments December 1997 - January 2000
Wells Fargo June 1993 - December 1997
Skills
Mutual Funds, Asset Allocation, Asset Management, Retirement, Series 7, Series 63, Series 24, Financial Services, Closed-end Funds
Education
Christopher Newport University
BSBA, Business Admin
Transamerica June 2007 - Present
Evergreen Investments January 2000 - January 2007
Evergreen Investments December 1997 - January 2000
Wells Fargo June 1993 - December 1997
Skills
Mutual Funds, Asset Allocation, Asset Management, Retirement, Series 7, Series 63, Series 24, Financial Services, Closed-end Funds
Education
Christopher Newport University
BSBA, Business Admin
Li Eltoft CFA CPA's Transamerica Experience February 2011 - July 2013
Job Head of Asset Modeling and Analytics at Transamerica EBS Actuarial
Industry Investment Management
Experience
Transamerica EBS Actuarial July 2013 - Present
Transamerica February 2011 - July 2013
AEGON Asset Management December 1996 - January 2011
Skills
Investments, ALM, Financial Risk, Actuarial Science, Risk Management, Insurance, Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Asset Management
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2006
Master of Business Administration (MBA), Finance, General
Coe College 1994 — 1996
Bachelor of Arts (B.A.) in Accounting and Business Administration, Accounting and Business/Management
University of Science and Technology of China 1990 — 1994
MIS, Information Science
Transamerica EBS Actuarial July 2013 - Present
Transamerica February 2011 - July 2013
AEGON Asset Management December 1996 - January 2011
Skills
Investments, ALM, Financial Risk, Actuarial Science, Risk Management, Insurance, Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Asset Management
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2006
Master of Business Administration (MBA), Finance, General
Coe College 1994 — 1996
Bachelor of Arts (B.A.) in Accounting and Business Administration, Accounting and Business/Management
University of Science and Technology of China 1990 — 1994
MIS, Information Science
Kerry Rathje's Transamerica Experience July 2011 - Present
Job Quality Specialist at Transamerica
Industry Information Services
Experience
Transamerica July 2011 - Present
Yellow Book USA June 2009 - May 2010
Yellow Book USA February 2007 - May 2010
Ced Rel Supper Club June 2004 - March 2010
Yellow Book USA February 2007 - June 2009
Elegant Repeats April 2005 - November 2007
Elegant Repeats and Elegant Bridal and Formal April 2005 - February 2007
Skills
Management, Microsoft Office, Access, Teamwork, Call Centers, Microsoft Word, Microsoft Excel, Information Technology
Education
Kaplan University 2008 — 2010
Information Technology, Business Management
Coe College
Kaplan University
Associate's degree, Information Technology
Transamerica July 2011 - Present
Yellow Book USA June 2009 - May 2010
Yellow Book USA February 2007 - May 2010
Ced Rel Supper Club June 2004 - March 2010
Yellow Book USA February 2007 - June 2009
Elegant Repeats April 2005 - November 2007
Elegant Repeats and Elegant Bridal and Formal April 2005 - February 2007
Skills
Management, Microsoft Office, Access, Teamwork, Call Centers, Microsoft Word, Microsoft Excel, Information Technology
Education
Kaplan University 2008 — 2010
Information Technology, Business Management
Coe College
Kaplan University
Associate's degree, Information Technology
Jeffrey Schriner MBA's Transamerica Experience 1998 - 2000
Job Investment Executive with Fifth Third Securities
Industry Financial Services
Experience
Fifth Third Bank January 2013 - Present
The Hartford 2011 - 2012
Prairie Quest 2010 - 2011
ING 2000 - 2009
Transamerica 1998 - 2000
MassMutual Financial Group 1993 - 1997
US Army 1984 - 1993
Skills
Financial Services, Banking, Securities, Insurance, Risk Management, Mutual Funds, Estate Planning, Wealth Management, Management, Strategic Financial..., Fixed Annuities, Variable Annuities, Indexed Annuities, Wholesale, Retail, Life & Health Insurance..., Life Insurance, Series 7, Series 66
Education
University of Louisville 1998 — 2000
MBA, Business
Centre College 1980 — 1984
BA, English
Fifth Third Bank January 2013 - Present
The Hartford 2011 - 2012
Prairie Quest 2010 - 2011
ING 2000 - 2009
Transamerica 1998 - 2000
MassMutual Financial Group 1993 - 1997
US Army 1984 - 1993
Skills
Financial Services, Banking, Securities, Insurance, Risk Management, Mutual Funds, Estate Planning, Wealth Management, Management, Strategic Financial..., Fixed Annuities, Variable Annuities, Indexed Annuities, Wholesale, Retail, Life & Health Insurance..., Life Insurance, Series 7, Series 66
Education
University of Louisville 1998 — 2000
MBA, Business
Centre College 1980 — 1984
BA, English
Bertrand Villavert's Transamerica Experience 1997 - 2000
Job Controller
Industry Financial Services
Experience
Southland CU March 2010 - Present
Financial Partners CU August 2006 - March 2010
WaMu / LBMC 2000 - 2006
Transamerica 1997 - 2000
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA
Southland CU March 2010 - Present
Financial Partners CU August 2006 - March 2010
WaMu / LBMC 2000 - 2006
Transamerica 1997 - 2000
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management
MBA
Cheryl Hollestelle's Transamerica Experience May 2013 - April 2015
Job Sr. Accountant Grants at Kirkwood Community College
Industry Insurance
Experience
Kirkwood Community College April 2015 - Present
Transamerica May 2013 - April 2015
AEGON November 2005 - April 2013
AEGON December 1997 - November 2005
AEGON December 1988 - December 1999
Skills
Accounting, Expense Management, Critical Thinking, Teamwork, Business Analysis, Data Interfaces, System Administration, Requirements Gathering, Requirements Analysis, Project Coordination, System Testing, Data Analysis, SharePoint, Enterprise Content..., Supervisory Skills, Documentation, Records Management, Document Imaging, Analysis
Education
Coe College 1984 — 1992
B.S., Accounting
Kirkwood Community College April 2015 - Present
Transamerica May 2013 - April 2015
AEGON November 2005 - April 2013
AEGON December 1997 - November 2005
AEGON December 1988 - December 1999
Skills
Accounting, Expense Management, Critical Thinking, Teamwork, Business Analysis, Data Interfaces, System Administration, Requirements Gathering, Requirements Analysis, Project Coordination, System Testing, Data Analysis, SharePoint, Enterprise Content..., Supervisory Skills, Documentation, Records Management, Document Imaging, Analysis
Education
Coe College 1984 — 1992
B.S., Accounting
Josef Link's Transamerica Experience June 2014 - April 2015
Job Accounting Manager at Mercycare Community Physicians
Industry Insurance
Experience
Mercycare Community Physicians April 2015 - Present
Transamerica June 2014 - April 2015
AEGON Americas January 2012 - June 2014
AEGON October 2006 - January 2012
McGladrey & Pullen September 2004 - October 2006
Skills
Financial Reporting, Finance, Financial Analysis, Process Improvement, Accounting
Education
University of Iowa 2002 — 2004
MAc, Accounting
Coe College 1996 — 2000
BA, Business Administration, Economics, Education
Mercycare Community Physicians April 2015 - Present
Transamerica June 2014 - April 2015
AEGON Americas January 2012 - June 2014
AEGON October 2006 - January 2012
McGladrey & Pullen September 2004 - October 2006
Skills
Financial Reporting, Finance, Financial Analysis, Process Improvement, Accounting
Education
University of Iowa 2002 — 2004
MAc, Accounting
Coe College 1996 — 2000
BA, Business Administration, Economics, Education
Rita Mulford's Transamerica Experience 2007 - 2008
Job Accounting Professional
Industry Accounting
Experience
Aegon/Transamerica January 2007 - December 2008
Aegon 2007 - 2008
Transamerica 2007 - 2008
Revenue Cycle Partners September 2006 - December 2006
Riverside Casino and Golf Resort August 2006 - September 2006
Hawkeye Food Service March 2003 - April 2006
Vigortone Ag/PM Ag Products September 1993 - June 2002
PM Ag Products 1993 - 2002
Vigortone 1993 - 2002
Mercy Medical Center 1977 - 1990
Education
Kirkwood Community College 2003 — 2009
no, Accounting
Coe College 1983 — 1984
no, Accounting
Area One Community College 1970 — 1972
Associates Degree, Accounting Calmer IA
Oelwein Community School 1967 — 1970
Aegon/Transamerica January 2007 - December 2008
Aegon 2007 - 2008
Transamerica 2007 - 2008
Revenue Cycle Partners September 2006 - December 2006
Riverside Casino and Golf Resort August 2006 - September 2006
Hawkeye Food Service March 2003 - April 2006
Vigortone Ag/PM Ag Products September 1993 - June 2002
PM Ag Products 1993 - 2002
Vigortone 1993 - 2002
Mercy Medical Center 1977 - 1990
Education
Kirkwood Community College 2003 — 2009
no, Accounting
Coe College 1983 — 1984
no, Accounting
Area One Community College 1970 — 1972
Associates Degree, Accounting Calmer IA
Oelwein Community School 1967 — 1970
Marion Peter's Transamerica Experience 1979 - 1988
Job Consumer Loan Underwriter III at Wells Fargo Bank
Industry Banking
Experience
Wells Fargo Bank November 2011 - Present
Union Bank 2003 - 2008
Silvergate Savings and Loan 2002 - 2003
Union Bank 2001 - 2002
Advanta Mortgage 1997 - 2001
Southern Pacific Funding 1996 - 1997
Dollar Mortgage 1995 - 1996
Security Financial Acceptance 1992 - 1994
Guardian Savings and Loan April 1988 - January 1991
Transamerica 1979 - 1988
Skills
Underwriting, Loans, Mortgage Lending, Mortgage, Credit
Education
San Diego State University-California State University 1976 — 1979
BS, Business Administration
Citrus College 1974 — 1976
AA, Business Administration/Accounting
Wells Fargo Bank November 2011 - Present
Union Bank 2003 - 2008
Silvergate Savings and Loan 2002 - 2003
Union Bank 2001 - 2002
Advanta Mortgage 1997 - 2001
Southern Pacific Funding 1996 - 1997
Dollar Mortgage 1995 - 1996
Security Financial Acceptance 1992 - 1994
Guardian Savings and Loan April 1988 - January 1991
Transamerica 1979 - 1988
Skills
Underwriting, Loans, Mortgage Lending, Mortgage, Credit
Education
San Diego State University-California State University 1976 — 1979
BS, Business Administration
Citrus College 1974 — 1976
AA, Business Administration/Accounting
Brian Rutzen's Transamerica Experience February 2015 - Present
Job Risk Analyst at Transamerica Life Insurance Company
Industry Insurance
Experience
Transamerica February 2015 - Present
Transamerica May 2013 - February 2015
Transamerica June 2009 - May 2013
Education
Coe College 2005 — 2009
Bachelor's, Accounting, Business Administration
Transamerica February 2015 - Present
Transamerica May 2013 - February 2015
Transamerica June 2009 - May 2013
Education
Coe College 2005 — 2009
Bachelor's, Accounting, Business Administration
Andrea Middleton, CPA, MBA's Transamerica Experience January 1994 - January 1995
Job Assistant Controller at Governors State University
Industry Accounting
Experience
Governors State University November 2012 - Present
Amtrak December 2007 - November 2012
National Restaurant Assoc. Educational FDN January 2006 - January 2007
CNA Insurance January 2005 - January 2006
Chicago Housing Authority January 2004 - January 2005
American Dietetic Association February 2001 - October 2004
Property Management Company January 2000 - January 2001
Boy Scouts of America January 1996 - January 2000
Transamerica January 1994 - January 1995
Skills
General Ledger, Account Reconciliation, Financial Statements, Payroll, Accounting, Accounts Receivable, Grant Monitoring, Federal Grant Management, Grant Preparation, Grant Administration, Statutory Audit
Education
Chicago State University
Bachelor of Arts, Accounting
Grambling State University
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Accounting
Governors State University November 2012 - Present
Amtrak December 2007 - November 2012
National Restaurant Assoc. Educational FDN January 2006 - January 2007
CNA Insurance January 2005 - January 2006
Chicago Housing Authority January 2004 - January 2005
American Dietetic Association February 2001 - October 2004
Property Management Company January 2000 - January 2001
Boy Scouts of America January 1996 - January 2000
Transamerica January 1994 - January 1995
Skills
General Ledger, Account Reconciliation, Financial Statements, Payroll, Accounting, Accounts Receivable, Grant Monitoring, Federal Grant Management, Grant Preparation, Grant Administration, Statutory Audit
Education
Chicago State University
Bachelor of Arts, Accounting
Grambling State University
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Accounting
Stacy Tang's Transamerica Experience July 2012 - Present
Job Student at Collin County Community College
Industry International Trade and Development
Experience
Transamerica July 2012 - Present
Education
Collin County Community College 2008 — 2012
The University of Texas at Dallas
Transamerica July 2012 - Present
Education
Collin County Community College 2008 — 2012
The University of Texas at Dallas
Eli Birman's Transamerica Experience November 1999 - May 2004
Job VP of Sales at COS Phones Inc
Industry Wholesale
Experience
COS Phones Inc July 2014 - Present
ERG Distributors October 2008 - April 2014
StarPCS November 2004 - August 2008
Transamerica November 1999 - May 2004
Skills
Persistent and..., Negotiation, Sales Management, Key Account..., Deal Sourcing, Team Leadership, Strategic Planning, Strategic Sourcing, B2B2C, Wholesale Operations, Pricing, Product Management, Mobile Devices, Wireless, Selling, Marketing, Retail, Sales, International Sales, Sales Operations, Wholesale, B2B, Product Marketing, Start-ups, Account Management, Consumer Electronics
Education
City University of New York-Brooklyn College 1994 — 1998
BA, Business Adminstrations
Sheepshead Bay HS 1991 — 1994
Regent diploma, Social Sciences
COS Phones Inc July 2014 - Present
ERG Distributors October 2008 - April 2014
StarPCS November 2004 - August 2008
Transamerica November 1999 - May 2004
Skills
Persistent and..., Negotiation, Sales Management, Key Account..., Deal Sourcing, Team Leadership, Strategic Planning, Strategic Sourcing, B2B2C, Wholesale Operations, Pricing, Product Management, Mobile Devices, Wireless, Selling, Marketing, Retail, Sales, International Sales, Sales Operations, Wholesale, B2B, Product Marketing, Start-ups, Account Management, Consumer Electronics
Education
City University of New York-Brooklyn College 1994 — 1998
BA, Business Adminstrations
Sheepshead Bay HS 1991 — 1994
Regent diploma, Social Sciences
Cora Nabor's Transamerica Experience January 1988 - September 1991
Job Retired
Industry Hospital & Health Care
Experience
eCosway, USA October 2013 - October 2014
Grace Home Care, Inc. March 2014 - September 2014
Hilton Grand Vacations November 2013 - March 2014
Department of Veterans Affairs, Veterans Health Administration July 2013 - October 2013
Methodist Hospital of Southern California November 2011 - June 2012
AT&T May 2001 - July 2011
City National Bank December 1991 - June 2001
Transamerica January 1988 - September 1991
Skills
Time Management, Management, Customer Service, Legal Writing, Litigation, Corporate Law, Customer Satisfaction, Data Entry, Outlook, 10 Key, Access, Process Improvement, Microsoft Excel, Microsoft Office, Troubleshooting, Microsoft Word
Education
Glendale Community College 2012 — 2013
Non-credit course, Medical Front Office, Obtained Certificate for Medical Front Office
University of the East, Manila, Philippines 1966 — 1970
Bachelor of Science in Business Administration, Accounting
Centro Escolar University 1962 — 1966
High School
eCosway, USA October 2013 - October 2014
Grace Home Care, Inc. March 2014 - September 2014
Hilton Grand Vacations November 2013 - March 2014
Department of Veterans Affairs, Veterans Health Administration July 2013 - October 2013
Methodist Hospital of Southern California November 2011 - June 2012
AT&T May 2001 - July 2011
City National Bank December 1991 - June 2001
Transamerica January 1988 - September 1991
Skills
Time Management, Management, Customer Service, Legal Writing, Litigation, Corporate Law, Customer Satisfaction, Data Entry, Outlook, 10 Key, Access, Process Improvement, Microsoft Excel, Microsoft Office, Troubleshooting, Microsoft Word
Education
Glendale Community College 2012 — 2013
Non-credit course, Medical Front Office, Obtained Certificate for Medical Front Office
University of the East, Manila, Philippines 1966 — 1970
Bachelor of Science in Business Administration, Accounting
Centro Escolar University 1962 — 1966
High School
Clarence Jones's Transamerica Experience May 2014 - April 2015
Job Senior Life Underwriting Specialist
Industry Insurance
Experience
Nationwide Insurance April 2015 - Present
Transamerica May 2014 - April 2015
Protective Life September 2013 - March 2014
Ameriprise Financial Services, Inc. November 2012 - 2013
Univers Workplace Solutions August 2011 - November 2012
Clarence James Jones & Associates 2010 - 2011
Prudential Financial October 2006 - May 2010
Allstate Financial 1998 - 2006
Zurich/Kemper Life Insurance Company 1986 - 1998
Skills
Health Insurance, Disability Insurance, Insurance, Long-term Care, Microsoft Excel, Life Insurance, Fixed Annuities, New Business Development, Underwriting, Employee Benefits, Term Life Insurance, Property & Casualty..., Small Business, General Insurance, Brokers, Reinsurance, Finance, Sales, Training, Universal Life, Whole Life
Education
College of Lake County 1982 — 1983
Medical assistant
Nationwide Insurance April 2015 - Present
Transamerica May 2014 - April 2015
Protective Life September 2013 - March 2014
Ameriprise Financial Services, Inc. November 2012 - 2013
Univers Workplace Solutions August 2011 - November 2012
Clarence James Jones & Associates 2010 - 2011
Prudential Financial October 2006 - May 2010
Allstate Financial 1998 - 2006
Zurich/Kemper Life Insurance Company 1986 - 1998
Skills
Health Insurance, Disability Insurance, Insurance, Long-term Care, Microsoft Excel, Life Insurance, Fixed Annuities, New Business Development, Underwriting, Employee Benefits, Term Life Insurance, Property & Casualty..., Small Business, General Insurance, Brokers, Reinsurance, Finance, Sales, Training, Universal Life, Whole Life
Education
College of Lake County 1982 — 1983
Medical assistant
Greg Kozarik's Transamerica Experience January 2010 - October 2012
Job Admissions correspondence at Ohio Technical College and the PowerSport Institute
Industry Education Management
Experience
Ohio Technical College March 2013 - Present
National College October 2012 - February 2013
Transamerica January 2010 - October 2012
Skills
Team Building, Admissions, Public Speaking, Recruiting
Education
Cleveland State University
Ohio Technical College March 2013 - Present
National College October 2012 - February 2013
Transamerica January 2010 - October 2012
Skills
Team Building, Admissions, Public Speaking, Recruiting
Education
Cleveland State University
Kathryn Torrez's Transamerica Experience 1979 - 1980
Job Accountant at Quorum Architects, Inc.
Industry Architecture & Planning
Experience
Quorum Architects, Inc. September 2007 - Present
Orthopedic Specialty Associates 2004 - 2006
Integrated Medical Provider Support 1998 - 2006
Merrill Lynch 1980 - 1986
Transamerica 1979 - 1980
Bank of America July 1974 - June 1979
Skills
Accounting, Party Planning, Piano Student, Horseback Riding, Can Read and Write, Microsoft Office, Budgets, Management, Process Scheduler, Project Planning, Microsoft Word, Team Building, Interior Design, Submittals, Public Speaking, PowerPoint, Architecture, QuickBooks
Education
College of the Redwoods 1973 — 1975
Agriculture Science/Business
The University of Texas at Arlington - College of Business
Certificate, Project Management
Tarrant County College
Business Management
Quorum Architects, Inc. September 2007 - Present
Orthopedic Specialty Associates 2004 - 2006
Integrated Medical Provider Support 1998 - 2006
Merrill Lynch 1980 - 1986
Transamerica 1979 - 1980
Bank of America July 1974 - June 1979
Skills
Accounting, Party Planning, Piano Student, Horseback Riding, Can Read and Write, Microsoft Office, Budgets, Management, Process Scheduler, Project Planning, Microsoft Word, Team Building, Interior Design, Submittals, Public Speaking, PowerPoint, Architecture, QuickBooks
Education
College of the Redwoods 1973 — 1975
Agriculture Science/Business
The University of Texas at Arlington - College of Business
Certificate, Project Management
Tarrant County College
Business Management
Busch Bob's Transamerica Experience Life Insurace AgentTransamerica Life Insurance CompanyJanuary 2000 - Present
Job Life Insurace Agent at Transamerica Life Insurance Company
Industry Financial Services
Experience
Transamerica Life Insurace AgentTransamerica Life Insurance CompanyJanuary 2000 - Present
Midland Forge September 1993 - January 2000
Menards January 1993 - September 1993
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Retirement, Term Life Insurance
Education
Coe College
Mount Mercy University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Transamerica Life Insurace AgentTransamerica Life Insurance CompanyJanuary 2000 - Present
Midland Forge September 1993 - January 2000
Menards January 1993 - September 1993
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Retirement, Term Life Insurance
Education
Coe College
Mount Mercy University
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Gina Shaughnessy's Transamerica Experience September 2006 - December 2007
Job Regional Sales Rep at Liturgical Publications
Industry Marketing and Advertising
Experience
Liturgical Publications February 2008 - Present
Transamerica September 2006 - December 2007
Allianz Life Investor Services May 2003 - September 2006
Northwest Airlines October 1990 - May 2003
Skills
Sales, Account Management, Sales Management, Customer Service, New Business Development, Marketing, Sales Process, Marketing Strategy, Team Building, B2B, Customer Retention
Education
College of Saint Benedict and Saint John's University
Bachelor of Science (BS), Business Management and Communications, 3.0
College of Saint Benedict and Saint John's University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Liturgical Publications February 2008 - Present
Transamerica September 2006 - December 2007
Allianz Life Investor Services May 2003 - September 2006
Northwest Airlines October 1990 - May 2003
Skills
Sales, Account Management, Sales Management, Customer Service, New Business Development, Marketing, Sales Process, Marketing Strategy, Team Building, B2B, Customer Retention
Education
College of Saint Benedict and Saint John's University
Bachelor of Science (BS), Business Management and Communications, 3.0
College of Saint Benedict and Saint John's University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Bob Wentzlaff's Transamerica Experience 1976 - 1992
Job IT Compliance Analyst at Peoples Energy
Industry Utilities
Experience
Peoples Energy 2000 - Present
Integrys Energy Group 2000 - Present
Allied Van Lines 1992 - 2000
Transamerica 1976 - 1992
BorgWarner Acceptance Corp 1976 - 1990
Zurich Insurance 1903 - 1903
CNA Insurance 1902 - 1902
U. S. F. & G. Insurance 1901 - 1901
Education
College of DuPage 1992 — 2000
Associates, Computer Science
Valparaiso University
BA, Business, Math
Peoples Energy 2000 - Present
Integrys Energy Group 2000 - Present
Allied Van Lines 1992 - 2000
Transamerica 1976 - 1992
BorgWarner Acceptance Corp 1976 - 1990
Zurich Insurance 1903 - 1903
CNA Insurance 1902 - 1902
U. S. F. & G. Insurance 1901 - 1901
Education
College of DuPage 1992 — 2000
Associates, Computer Science
Valparaiso University
BA, Business, Math
Margo Coffman's Transamerica Experience August 1994 - September 1997
Job Sales Coordinator/Customer Service at Medi/Nuclear Corporation
Industry Medical Devices
Experience
Medi/Nuclear Corporation April 1999 - Present
Transamerica August 1994 - September 1997
Newport Imports June 1993 - August 1994
Skills
Customer Service, Accounts Receivable, Invoicing, Microsoft Excel, Microsoft Office, Accounts Payable, Accounting, Microsoft Word, Inventory Management, Account Management, Outlook, Purchasing, Budgets, Packaging Engineering, QuickBooks, Medical Devices, Sales, Customer Satisfaction, Healthcare
Education
Citrus College 1987 — 1988
Glendora 1984 — 1987
Medi/Nuclear Corporation April 1999 - Present
Transamerica August 1994 - September 1997
Newport Imports June 1993 - August 1994
Skills
Customer Service, Accounts Receivable, Invoicing, Microsoft Excel, Microsoft Office, Accounts Payable, Accounting, Microsoft Word, Inventory Management, Account Management, Outlook, Purchasing, Budgets, Packaging Engineering, QuickBooks, Medical Devices, Sales, Customer Satisfaction, Healthcare
Education
Citrus College 1987 — 1988
Glendora 1984 — 1987
Mark Latinovich's Transamerica Experience 2000 - 2002
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Target 2007 - 2010
Transamerica 2000 - 2002
ADP 1997 - 2000
Omni Resources 1995 - 1997
Accenture 1991 - 1995
Rush University Medical Center 1990 - 1991
World Book 1979 - 1990
Skills
System Administration, Data Center, Software Installation, Networking
Education
College of Lake County 2004 — 2006
computer hardware, Linux administration
Target 2007 - 2010
Transamerica 2000 - 2002
ADP 1997 - 2000
Omni Resources 1995 - 1997
Accenture 1991 - 1995
Rush University Medical Center 1990 - 1991
World Book 1979 - 1990
Skills
System Administration, Data Center, Software Installation, Networking
Education
College of Lake County 2004 — 2006
computer hardware, Linux administration
Amy Sagan's Transamerica Experience June 2010 - Present
Job Trainer at Transamerica
Industry Insurance
Experience
Transamerica June 2010 - Present
Transamerica May 2007 - June 2010
Skills
Employee Training, Customer Service, Public Speaking, Leadership, Time Management, Outlook
Education
Coe College 2003 — 2007
Bachelor's degree, Business Administrations and Sociology
Transamerica June 2010 - Present
Transamerica May 2007 - June 2010
Skills
Employee Training, Customer Service, Public Speaking, Leadership, Time Management, Outlook
Education
Coe College 2003 — 2007
Bachelor's degree, Business Administrations and Sociology
Jean Rameau's Transamerica Experience June 2014 - Present
Job FINANCIAL ADVISOR at WFG
Industry Media Production
Experience
Global Alliance Broadcasting Financial AdvisorWorld Financial GroupJune 2014 - Present
WFG June 2014 - Present
Transamerica June 2014 - Present
Diaspo Info October 2010 - Present
Diaspo Driving School May 2010 - Present
Greatest Real Estate August 2008 - Present
Greatest Real Estate August 2008 - Present
Diaspo Info September 1984 - Present
Skills
Public Relations, Social Media, Public Speaking, Editing, Non-profits, Video Production, Nonprofits, Management, Strategic Planning, Customer Service, Team Building, Microsoft Office, Fundraising
Education
City University of New York
Master's Degree, Sociology
College Canado Haitian
High School
Global Alliance Broadcasting Financial AdvisorWorld Financial GroupJune 2014 - Present
WFG June 2014 - Present
Transamerica June 2014 - Present
Diaspo Info October 2010 - Present
Diaspo Driving School May 2010 - Present
Greatest Real Estate August 2008 - Present
Greatest Real Estate August 2008 - Present
Diaspo Info September 1984 - Present
Skills
Public Relations, Social Media, Public Speaking, Editing, Non-profits, Video Production, Nonprofits, Management, Strategic Planning, Customer Service, Team Building, Microsoft Office, Fundraising
Education
City University of New York
Master's Degree, Sociology
College Canado Haitian
High School
Chip Hicks's Transamerica Experience January 2000 - September 2007
Job Financial Advisor/Global Wealth Portfolio Manager At Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch Global Wealth Investment Management 2013 - Present
Columbia Bank September 2007 - July 2013
Transamerica January 2000 - September 2007
Skills
Banking, Portfolio Management, Financial Services, Investments, Relationship Management, Mortgage Lending, Risk Management, Financial Planning, Wealth Management, Mutual Funds, Asset Management, Retirement Planning, Loans
Education
College for Financial Planning
Accredited Asset Management Specialist
Merrill Lynch Global Wealth Investment Management 2013 - Present
Columbia Bank September 2007 - July 2013
Transamerica January 2000 - September 2007
Skills
Banking, Portfolio Management, Financial Services, Investments, Relationship Management, Mortgage Lending, Risk Management, Financial Planning, Wealth Management, Mutual Funds, Asset Management, Retirement Planning, Loans
Education
College for Financial Planning
Accredited Asset Management Specialist
Roxane Buss's Transamerica Experience 1984 - 1988
Job
Industry Insurance
Experience
MetLife December 2002 - August 2007
City Colleges of Chicago October 2001 - May 2005
United Airlines January 1991 - July 2002
Transamerica 1984 - 1988
National Blvd Bank 1981 - 1984
Skills
Microsoft Office, PeopleSoft, Customer Service, Public Relations, Administrative..., Coordination, Account Reconciliation, Data Analysis, Internal Communications, Ten Key, Human Resources, Humanitarian, Coordinating Events, Education, Problem Solving, People Skills, Interpersonal Skill, Supervising, Multi Tasking, Public Speaking, Social Networking, Leadership Development
Education
Northeastern Illinois University 2002 — 2003
Education/Mathematics
City Colleges of Chicago-Wilbur Wright College 1996 — 2001
Associate of Arts (AA), Mathematics, 3.7
MetLife December 2002 - August 2007
City Colleges of Chicago October 2001 - May 2005
United Airlines January 1991 - July 2002
Transamerica 1984 - 1988
National Blvd Bank 1981 - 1984
Skills
Microsoft Office, PeopleSoft, Customer Service, Public Relations, Administrative..., Coordination, Account Reconciliation, Data Analysis, Internal Communications, Ten Key, Human Resources, Humanitarian, Coordinating Events, Education, Problem Solving, People Skills, Interpersonal Skill, Supervising, Multi Tasking, Public Speaking, Social Networking, Leadership Development
Education
Northeastern Illinois University 2002 — 2003
Education/Mathematics
City Colleges of Chicago-Wilbur Wright College 1996 — 2001
Associate of Arts (AA), Mathematics, 3.7
Jonathan Lanham's Transamerica Experience June 2013 - Present
Job Attorney, Financial Services Professional
Industry Financial Services
Experience
Transamerica June 2013 - Present
Skills
Strategic Financial..., Financial Services, Life Insurance, Fixed Annuities, Indexed Annuities, Retirement Planning, Finance, Financial Planning
Education
Louis D. Brandeis School of Law at the University of Louisville 2009 — 2012
Juris Doctorate, Law
Centre College 2002 — 2006
Bachelor of Arts (B.A.), History
Transamerica June 2013 - Present
Skills
Strategic Financial..., Financial Services, Life Insurance, Fixed Annuities, Indexed Annuities, Retirement Planning, Finance, Financial Planning
Education
Louis D. Brandeis School of Law at the University of Louisville 2009 — 2012
Juris Doctorate, Law
Centre College 2002 — 2006
Bachelor of Arts (B.A.), History
Alvin Woo's Transamerica Experience April 2010 - Present
Job College Consultant at Heartland Institute of Financial Education
Industry Financial Services
Experience
Heartland Institute of Financial Education September 2012 - Present
Transamerica April 2010 - Present
Skills
College Education..., College Funding..., Retirement Savings, Debt Management, Entrepreneurship, Life Insurance, GIUL, Team Building, Management, Long Term Care Insurance
Education
University of Washington
Engineering
Central Washington University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Heartland Institute of Financial Education September 2012 - Present
Transamerica April 2010 - Present
Skills
College Education..., College Funding..., Retirement Savings, Debt Management, Entrepreneurship, Life Insurance, GIUL, Team Building, Management, Long Term Care Insurance
Education
University of Washington
Engineering
Central Washington University
Bachelor of Business Administration (BBA), Business Administration and Management, General
Kipp Turner's Transamerica Experience 2011 - 2012
Job
Industry Hospital & Health Care
Experience
MEDS ( Medicaid Eligibility and Denial Solutions ) June 2013 - Present
Transamerica 2011 - 2012
Skills
Team Building, Process Improvement, Customer Service, HIPAA, Insurance, Strategic Planning, Life Insurance, Operations Management, Medicare
Education
Clemson University 1998 — 2001
Business Administration and Management, General
Easley High School 1994 — 1997
MEDS ( Medicaid Eligibility and Denial Solutions ) June 2013 - Present
Transamerica 2011 - 2012
Skills
Team Building, Process Improvement, Customer Service, HIPAA, Insurance, Strategic Planning, Life Insurance, Operations Management, Medicare
Education
Clemson University 1998 — 2001
Business Administration and Management, General
Easley High School 1994 — 1997
Sasa Ivanovic's Transamerica Experience February 2011 - Present
Job Policy Services Consultant Team Lead at Transamerica
Industry Financial Services
Experience
Transamerica February 2011 - Present
Transamerica May 2010 - December 2011
Transamerica January 2005 - June 2010
Skills
Insurance, Mutual Funds, Retirement Planning, Life Insurance, Investments, Retirement, Customer Service, Fixed Annuities, Risk Management, Series 6, Call Centers
Education
Florida Metropolitan University 2002 — 2004
Business Administration and Management, General
College of Southern Idaho 1998 — 2001
Associate's degree, Economics
Transamerica February 2011 - Present
Transamerica May 2010 - December 2011
Transamerica January 2005 - June 2010
Skills
Insurance, Mutual Funds, Retirement Planning, Life Insurance, Investments, Retirement, Customer Service, Fixed Annuities, Risk Management, Series 6, Call Centers
Education
Florida Metropolitan University 2002 — 2004
Business Administration and Management, General
College of Southern Idaho 1998 — 2001
Associate's degree, Economics
Darren Whitwood's Transamerica Experience 2008 - Present
Job Actuarial Analyst at Transamerica
Industry Financial Services
Experience
Transamerica 2008 - Present
Skills
Microsoft Excel, C#, VBA
Education
Claremont Graduate University 2007 — 2008
Master of Arts (M.A.), Mathematics, 3.8 GPA
Pomona College 2003 — 2007
Bachelor of Arts (B.A.), Mathematics, 3.8 GPA
Transamerica 2008 - Present
Skills
Microsoft Excel, C#, VBA
Education
Claremont Graduate University 2007 — 2008
Master of Arts (M.A.), Mathematics, 3.8 GPA
Pomona College 2003 — 2007
Bachelor of Arts (B.A.), Mathematics, 3.8 GPA
Richard Nguy's Transamerica Experience June 2013 - Present
Job Sales Agent at Transamerica
Industry Accounting
Experience
Transamerica June 2013 - Present
Oil Max Express September 2010 - June 2013
Education
University of Illinois at Chicago 2013 — 2016
College of DuPage 2010 — 2012
Associate of Arts (AA), Art/Art Studies, General, 3.0
Transamerica June 2013 - Present
Oil Max Express September 2010 - June 2013
Education
University of Illinois at Chicago 2013 — 2016
College of DuPage 2010 — 2012
Associate of Arts (AA), Art/Art Studies, General, 3.0
Kyle Mastin's Transamerica Experience June 2010 - December 2012
Job Student at Cincinnati State Technical and Community College
Industry Renewables & Environment
Experience
Transamerica June 2010 - December 2012
Ashcroft & Oak Jewelers January 2009 - June 2010
SD1 September 2008 - November 2009
Sea Island Bank 2007 - 2008
Huntington National Bank September 2005 - 2007
Skills
Created an LLC. for a...
Education
Cincinnati State Technical and Community College 2012 — 2014
Transamerica June 2010 - December 2012
Ashcroft & Oak Jewelers January 2009 - June 2010
SD1 September 2008 - November 2009
Sea Island Bank 2007 - 2008
Huntington National Bank September 2005 - 2007
Skills
Created an LLC. for a...
Education
Cincinnati State Technical and Community College 2012 — 2014
Michael Jeschke's Transamerica Experience June 2014 - Present
Job Global Sales and Marketing intern at Transamerica
Industry Financial Services
Experience
Transamerica June 2014 - Present
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service
Education
Coe College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wahlert Catholic High School 2007 — 2011
Transamerica June 2014 - Present
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service
Education
Coe College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wahlert Catholic High School 2007 — 2011
Bart McNeil's Transamerica Experience November 2007 - August 2010
Job Financial Advisor at New York Life
Industry Public Relations and Communications
Experience
New York Life Insurance Company Sales ManagerMGR Strategic CommunicationsSeptember 2010 - July 2015
Transamerica November 2007 - August 2010
Natixis Global Asset Management May 2004 - March 2005
Evergreen Investments February 2000 - April 2004
Putnam Investments 1994 - 1996
Putnam Investments 1993 - 1996
Skills
Public Relations, Marketing Communications, Marketing, Event Management, Marketing Strategy, Social Media Marketing, Investments, Sales, Mutual Funds, Series 7, Social Media, Financial Services, Strategic Partnerships, Strategic Planning, Asset Management, Series 63, Business Development, Finance, Salesforce.com, Digital Media, Event Planning, Public Speaking, Relationship Management, Sales Operations, Account Management, Online Advertising, Fundraising, Alternative Investments, Financial Planning, Business Strategy, New Business Development, Nonprofits, Product Management, Media Relations, Press Releases, Customer Service, Negotiation, Start-ups, Business Planning, Direct Marketing, Fixed Annuities, Project Management, Sales Management, Microsoft Office, Facebook, Corporate Communications, Social Networking, Strategic Communications
Education
College of the Holy Cross 1988 — 1992
Bachelor of Arts (B.A.), History
St. John's Preparatory School 1984 — 1988
college prep, American History (United States)
St. Anselm College
New York Life Insurance Company Sales ManagerMGR Strategic CommunicationsSeptember 2010 - July 2015
Transamerica November 2007 - August 2010
Natixis Global Asset Management May 2004 - March 2005
Evergreen Investments February 2000 - April 2004
Putnam Investments 1994 - 1996
Putnam Investments 1993 - 1996
Skills
Public Relations, Marketing Communications, Marketing, Event Management, Marketing Strategy, Social Media Marketing, Investments, Sales, Mutual Funds, Series 7, Social Media, Financial Services, Strategic Partnerships, Strategic Planning, Asset Management, Series 63, Business Development, Finance, Salesforce.com, Digital Media, Event Planning, Public Speaking, Relationship Management, Sales Operations, Account Management, Online Advertising, Fundraising, Alternative Investments, Financial Planning, Business Strategy, New Business Development, Nonprofits, Product Management, Media Relations, Press Releases, Customer Service, Negotiation, Start-ups, Business Planning, Direct Marketing, Fixed Annuities, Project Management, Sales Management, Microsoft Office, Facebook, Corporate Communications, Social Networking, Strategic Communications
Education
College of the Holy Cross 1988 — 1992
Bachelor of Arts (B.A.), History
St. John's Preparatory School 1984 — 1988
college prep, American History (United States)
St. Anselm College
Sheron Simmons, MBA's Transamerica Experience January 2015 - Present
Job Senior Life and Disability Insurance Underwriter
Industry Financial Services
Experience
Transamerica January 2015 - Present
Ameriprise Financial July 2005 - May 2014
Skills
Underwriting, Life Insurance, Risk Assessment, Reinsurance, Customer Service, Disability Insurance, Permanent Life Insurance, Term Life Insurance, Finance, Employee Benefits, Management, Financial Risk, Retirement Planning
Education
University of St. Thomas 2009 — 2011
Master of Business Administration (M.B.A.), Management
Charleston Southern University
Bachelor of Science (B.S.), Finance
fatima college
Transamerica January 2015 - Present
Ameriprise Financial July 2005 - May 2014
Skills
Underwriting, Life Insurance, Risk Assessment, Reinsurance, Customer Service, Disability Insurance, Permanent Life Insurance, Term Life Insurance, Finance, Employee Benefits, Management, Financial Risk, Retirement Planning
Education
University of St. Thomas 2009 — 2011
Master of Business Administration (M.B.A.), Management
Charleston Southern University
Bachelor of Science (B.S.), Finance
fatima college
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO