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
Copoloff Insurance Insurance Agencies Inc. June 2006 - Present
Four Points by Sheraton June 2004 - May 2006
Transamerica April 2002 - April 2004
Transamerica April 2001 - April 2002
Transamerica April 2000 - April 2001
Skills
Customer Service, Supervising, Team Leadership, Teamwork, Multi Tasking, Project Planning, Problem solving, Good Communicator, Good organization and..., Continuous Improvement
Education
CSI Where leaders learn financial services. 2010 — 2011
Certificate of attendance, Compliance Officers (CCO)
Starwood Hotels 2004 — 2006
Certificates Six Sigma (Starwood), Six Sigma Green Belt
New Horizons Computer learning Centers 2004 — 2005
Microsoft Certification, Certified Internet Webmaster (CIW)
Concordia University 2001 — 2003
Certificate in Adult Education
Dawson College 1998 — 2001
DEC, Business Administration (3 years program)
Transamerica Life Insurance Company November 2013 - Present
Transamerica July 2012 - November 2013
Transamerica February 2008 - July 2012
Van Gilder Insurance 2006 - 2007
Northwestern Mutual 2003 - 2006
Skills
Investments, Sales, Mutual Funds, Series 6, Retirement Planning, Strategic Financial..., Life Insurance, Wealth Management, IRAs, Retirement, 401k, Financial Services, Variable Annuities, Term Life Insurance, Relationship Management, Roth IRA, Retirement Savings, Disability Insurance
Education
Colorado State University 1999 — 2003
BA, Political Science / Economics
Cherry Creek 1994 — 1999
Virbac February 2015 - Present
Transamerica June 2013 - February 2015
State National Co January 2011 - May 2013
Wells Fargo July 2004 - January 2011
Skills
Human Resources, New Hire Orientations, Customer Service, Time Management, Problem Solving, Critical Thinking, Confidentiality, Insurance, Filing, Training, Data Entry, Telephone Skills, New Hire Training, Highly detail oriented, Databases, Multi-line Phone, Accurate Data Entry, Typing, Organization, Meet Deadlines, Privacy Compliance, General Office Skills, Fraud, 10 Key, Policy, Fax, Banking, Administrative..., Outlook, Microsoft Excel, fax/copy machines, fraud prevention, Event Planning, Security Badging
Education
Dallas Baptist University
Bachelors Degree of Science, Psychology
Tarrant County College
Associate of Arts, General Studies
Transamerica March 2015 - Present
Skills
Management, Vendor Management, Team Building, Process Improvement, Cross-functional Team..., MS Project, Project Planning, Microsoft Office, Training, Project Management, Strategic Thinking, Telecommunications, Certified Project..., Analytics, Organizational..., Customer Retention, Efficiency, SDLC, Leadership, Interpersonal Skills, PMI, Requirements Gathering, Project Initiation, WBS, SWOT analysis, SOW, Budget Management, Earned Value Management, Cost Variance Analysis, Six Sigma, Team Leadership, Project Team Management, Account Management, Project Coordination, Project Control, Vendor Relationship..., Cross-functional..., Technical Project..., Schedule Development, Schedule Analysis, Project Scope..., Vendor Relations, Stakeholder Management, Stakeholder Engagement, Communication, Business Process, Organizational Culture, PMP, Microsoft Project, Yellow Belt
Education
Colorado Technical University 2006 — 2008
MBA
George Fox University 2003 — 2005
MBA
George Fox University 1998 — 2000
B.S
Skye Closings 2002 - Present
The Ohio State University October 2012 - Present
Self employed 1998 - 2002
Central Mortgage Inc January 1994 - January 1998
Transamerica January 1990 - January 1994
Skills
Loans, Mortgage Lending, Real Estate, Investment Properties, Training, Management, Residential Homes, Process Improvement, Business Development, Sales Management, Title Insurance, Refinance, FHA, Mortgage Banking, Real Estate Transactions, Notary Public, REO, Foreclosures
Education
Cuesta College 1988 — 1990
Western Michigan University 1986 — 1988
Transamerica November 2014 - Present
Kenwood Records Management September 2014 - November 2014
Cole Library May 2014 - September 2014
Cole Library September 2013 - May 2014
Cole Library September 2010 - May 2014
Cole Library May 2013 - August 2013
New Rochelle Public Library August 2009 - August 2011
Skills
Data Entry, Critical Thinking, Social Skills, Customer Service, Microsoft Word, Microsoft Office, Communication Skills, Phone Etiquette, Editing, Microsoft Excel, Microsoft Publisher, Microsoft Powerpoint, Google Apps, Photoshop, Creative Thinking, Research Design, Library, Circulation, Teamwork, SPSS, Public Speaking, Research, Social Media
Education
Cornell College 2010 — 2014
Bachelor of Arts (B.A.), Psychology
New Rochelle High School 2006 — 2010
Regents with Advanced Designation with Honors
Novartis Pharmaceuticals April 2012 - Present
Novartis Pharmaceuticals June 2008 - April 2012
Novartis Pharmaceuticals March 2004 - May 2008
Novartis Pharmaceuticals November 2002 - February 2004
Novartis Pharmaceuticals February 2001 - October 2002
AlliedSignal (Honeywell) 1995 - 2001
Merrill Lynch 1987 - 1995
Computer Task Group 1986 - 1987
McGraw-Hill 1984 - 1986
Transamerica 1981 - 1984
Skills
Shared Services, Business Analysis, Business Process..., Business Intelligence, Cross-functional Team..., ERP, Vendor Management, Pharmaceutical Industry, Project Management, SDLC, IT Management, IT Strategy, Change Management, PMO, Project Portfolio..., Outsourcing, Business Process, IT Service Management, Program Management, Information Technology, ITIL
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Information Technology
Cornell University 1977 — 1981
BS, Labor Relations
Transamerica March 2014 - Present
U.S. Cellular August 2013 - March 2014
U.S. Cellular March 2010 - August 2013
U.S. Cellular February 2009 - March 2010
U.S. Cellular January 2007 - February 2009
U.S. Cellular March 2006 - January 2007
U.S. Cellular April 2005 - March 2006
Grant Wood Area Education Agency August 2004 - March 2006
Sam's Club June 2001 - March 2005
Skills
Call Center, Call Centers, Customer Service, Wireless, Customer Experience, Leadership, Customer Retention, Technical Support, Troubleshooting, Customer Satisfaction, Telecommunications, Training, Workforce Management, Team Building, Vendor Management, Cellular Communications, Coaching, Cross-functional Team..., Change Management, Recruiting, Mobile Devices, Team Leadership
Education
Walden University 2007 — 2009
Master of Business Administration (M.B.A.), Leadership
Cornell College 2000 — 2004
B.A., Secondary Education and Psychology
Transamerica March 2011 - Present
ING January 2004 - January 2011
Skills
Series 63, Mutual Funds, Series 7, Financial Services, Series 65, Investment Management, CRPC
Education
Colorado College 1996 — 2000
Maastricht University 1999 — 1999
Economics
Transamerica March 2015 - Present
Nordstrom fsb March 2014 - February 2015
Nordstrom fsb August 2012 - March 2014
Nordstrom fsb April 2010 - August 2012
Nordstrom fsb July 2008 - April 2010
Skills
SAS Base, SAS E-Miner, SQL, Data Analysis, Data Mining, Statistics, Statistical Modeling, Statistical Data..., Predictive Analytics, Predictive Modeling, Behavioral Modeling, Microsoft Office, R, Regression Models, Decision Trees, Artificial Neural..., Economics, Statistical Sampling, Validation, Close Attention to..., Analytical Skills, Intellectually Curious, SAS
Education
Texas A&M University 2012 — 2015
Master of Science (MS), Applied Statistics
Colorado School of Mines 2003 — 2008
Bachelor of Science (BS), Mathematics and Computer Science
Colorado School of Mines 2003 — 2008
Bachelor of Science (BS), Economics
MLC Financial Group July 2003 - Present
Health Reform Team, Inc. April 2014 - April 2015
Aflac February 2014 - January 2015
Combined Insurance United States 2015 - 2015
LTC Financial Partners July 2013 - March 2014
Connextions September 2013 - February 2014
Transamerica December 2011 - March 2013
Jean Massuie Academy January 2010 - July 2010
Waddell & Reed Financial Services January 2003 - July 2003
Skills
Mortgage Lending, Direct Marketing, Business, Time Management, Sales Management, Entrepreneur, Coaching, Property & Casualty..., Life insurance, Term Life Insurance, Health Insurance, Umbrella Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Disability Insurance, Financial Services, Insurance, Personal Finance, Genuine, Entrepreneurship, Direct Sales, Finance, Marketing, Employee Benefits, Financial Planners, Long Term Care Insurance, Selling, Medicare, Brokers, Sales, Life Insurance, Small Business, Underwriting, Financial Planning, Team Building, Customer Service, Leadership, Strategic Planning, New Business Development
Education
Dallas Baptist University 1999 — 2002
BBS, Business Administration
Texas State Technical College 1982 — 1984
Associate of Applied Science, Computer Technology
Sterling Relocation March 2015 - Present
GS3-Global Single Source Solution March 2012 - March 2015
Altair Global Relocation December 2007 - July 2010
SIRVA Worldwide December 2004 - May 2007
ABN AMRO Bank N.V. - Executive Relocation Corporation March 1994 - December 2004
Boatmen's Bancshares December 1989 - March 1994
Balcor-Shearson Lehman (Interlodge I) January 1988 - December 1989
PHH Group/Homequity September 1984 - December 1987
Transamerica March 1977 - September 1984
Chicago Blue Cross Blue Shield November 1974 - March 1977
Skills
Budgets, Public Speaking, Customer Service, Strategic Planning, Leadership, Employee Relations, Contract Negotiation, Account Management, Negotiation, Real Estate, New Business Development, Team Building, Sales Management, Business Development, Relocation, Leadership Development, Training, Marketing, Vendor Management, Selling, CRM, Sales, Mergers & Acquisitions, Operations Management, Corporate Relocation, Logistics, Management, Human Resources, Process Improvement, Recruiting, Executive Management, Employee Benefits, Global Mobility, Business Planning, Expatriate Management, Outsourcing, Policy, Performance Management, Risk Management, Consulting, Strategy, Change Management, Deferred Compensation, Transportation, Program Management, Start-ups, Executive Pay, Talent Management, International Business, Management Consulting
Education
University of Pennsylvania - The Wharton School
Certificate in Finance for Non-Financial Executives, Finance
Columbia University in the City of New York
Certificate in Strategic Marketing, Strategic Marketing
University of Wisconsin - Whitewater 1968 — 1972
Management Major
United States Army Reserve 1969 — 1975
Certificate in Immuno-Hematology, Immunology - Hematology - Blood Banking
Mister Car Wash March 2015 - Present
American Red Cross February 2009 - February 2015
Pima Community College Foundation April 2008 - March 2013
Convergys June 2007 - December 2008
APAC Customer Services, Inc. April 2006 - June 2007
Arizona State Schools for the Deaf & the Blind September 2005 - April 2006
California National Bank June 2003 - September 2005
AIG April 2003 - May 2003
Transamerica 2000 - 2002
Ernst & Young 1990 - 2000
Skills
Employee Relations, Recruiting, Applicant Tracking..., Human Resources, Training, Change Management, Leadership, Management, Onboarding, Talent Acquisition, HRIS, Talent Management, College Recruiting, Benefits Administration, Performance Management, Coaching, Personnel Management, Employee Benefits, Policy, Call Centers, Workforce Planning, Career Counseling, Interviews, Employee Training, Succession Planning, Deferred Compensation, New Hire Orientations, Hiring, Team Building, Leadership Development, Organizational...
Education
University Of Phoenix 1993 — 1995
BS
Cornerstone University 1983 — 1984
Transamerica October 2006 - Present
Education
Cornell College 2000 — 2004
Ascensus March 2013 - Present
DCDB Consulting January 2011 - March 2013
Transamerica May 2009 - January 2011
Merrill Lynch January 2005 - May 2009
Merrill Lynch July 1999 - January 2005
Fidelity Investments February 1998 - July 1999
Principal Financial Group June 1995 - February 1998
Paine Webber May 1989 - June 1995
Skills
401k, IRA's, Retirement, Annuities, Retirement Services, Fixed Annuities, IRAs, Retirement Planning, Financial Advisory, Small Business, Finance, Financial Services, Business Planning, Asset Allocation, Mutual Funds, Investments, Series 63, Series 7
Education
Columbia University in the City of New York 1978 — 1982
Economics
StageDoor Theatre 2013 - Present
UNITEL Insurance January 2011 - Present
Maxim Talent Agency 2011 - Present
CurtainsUp Theater January 2002 - April 2014
Performance Now Theater 2009 - 2012
NFU Insurance West March 1993 - February 2011
National Farmers Union Insurance Companies January 1988 - March 1993
US Peace Corps June 1984 - January 1988
Transamerica 1979 - 1983
Transamerica 1979 - 1983
Skills
Insurance, Strategic Planning, New Business Development, Commercial Insurance, Professional Liability, Workers Compensation, Customer Service, Public Speaking, Risk Management, Team Building, Social Media, Account Management, Telecommunications, Budgets, Negotiation, Contract Negotiation, Microsoft Office, Sales Management, Sales, Training, Leadership, Marketing, Business Planning, Team Leadership, Coaching, Marketing Strategy
Education
University of Phoenix 1989 — 1990
MBA, Business
Colorado State University 1971 — 1975
BS, Marketing
West High School
NorthMarq Capital May 2015 - Present
Creighton University August 2013 - May 2015
Premier Advisors, LLC. June 2014 - August 2014
World Organization of Organic Farming April 2014 - June 2014
Transamerica May 2012 - August 2013
Hy Vee August 2011 - April 2012
Coldwell Banker 2011 - 2012
Otter Creek Sportsmans Club May 2010 - August 2011
Premier Advisors, LLC. May 2009 - August 2009
Skills
PowerPoint, Microsoft Office, Outlook, Analytical Skills, Data Entry, Teamwork, Critical Thinking, Time Management, Public Speaking, Sustainability, Organization, Music Performance, Mentoring, Customer Service, Music, Team-oriented, People Skills, Leadership, Research, Microsoft Excel, Microsoft Word
Education
Creighton University 2012 — 2016
Bachelor of Business Administration (BBA), Financial Management Services, Economics, and Music
Universitat Autònoma de Barcelona 2014 — 2014
Economics and Spanish, Sophomore
Xavier High School 2009 — 2012
High School Diploma
Transamerica August 2014 - Present
PreScouter, Inc. July 2013 - Present
Global Phoenix Computer Technologies Solutions, Inc. August 2013 - March 2014
Ithaca County School District January 2013 - May 2013
Cornell University January 2012 - May 2013
Tompkins County Finance Department January 2012 - May 2012
Wokai February 2011 - August 2011
JUCCCE June 2010 - October 2010
CHINA COUNCIL FOR THE PROMOTION OF INTERNATIONAL TRADE June 2010 - August 2010
Skills
Policy Analysis, Public Speaking, Data Analysis, Mandarin, Financial Statement..., Stata, Equity Research Analysis, Corporate Finance, Valuation, Economics, Analysis, Financial Analysis, Management, Research, International..., Public Policy, Market Research, Editing, Program Evaluation, Quantitative Analytics, Statistics, Nonprofits
Education
Cornell University 2011 — 2013
Master, Public Administration, Economics, Finance
Transamerica May 2015 - Present
Front Row Marketing Services May 2014 - Present
Balanced Financial, Inc. September 2014 - May 2015
Global Spectrum - Budweiser Events Center September 2014 - April 2015
General Shale August 2013 - December 2013
Skills
Sports Marketing, Ticket Sales, Sponsorship Sales, Inventory Management, Salesforce.com, Customer Acquisition, Advertising, Sales, Sponsorship, Cold Calling, Forklift Operator, Marketing, Customer Service, Microsoft Office, Microsoft Excel, Event Planning, Leadership
Education
Colorado State University 2011 — 2015
Bachelor's Degree, Finance, General, Senior
Columbine High School 2007 — 2011
Aurora Management Partners 2003 - Present
Transamerica January 1992 - January 2003
United States Marine Corps June 1987 - June 1993
Skills
Restructuring, Asset Based Lending, Account Management, Factoring, Small Business Lending, Commercial Finance, Manufacturing, Underwriting, Financial Services, Commercial Mortgages, Building Materials, Business Strategy, Turn Around Management, Profit Maximization, Trucking, Business Planning, Air Freight, Strategic Planning, Mergers & Acquisitions, Financial Analysis
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MBA, Business
Colorado State University 1987 — 1991
BS, Business, Marketing
Baxter Healthcare 2012 - Present
General Electric April 2011 - November 2012
GE Healthcare January 2009 - April 2011
GE Healthcare HCIT October 2006 - December 2008
GE Capital October 2004 - October 2006
Transamerica Commercial Finance 1998 - 2004
Transamerica 1989 - 1996
Skills
IT Strategy, Strategic Planning, Acquisition Integration, Program Management, Brand Loyalty, Mergers, Marketing Automation, Knowledge Management, Net Promoter Score, Cross-functional Team..., Six Sigma, Process Improvement, Product Management, Analytics, Vendor Management, Project Management, Business Analysis, Competitive Analysis, Change Management, Leadership, Training, Business Development, Integration, Strategic Partnerships, Management, IT Integration, Kaizen Leadership, Start-ups, Management Consulting, Analysis, Project Planning, Telecommunications, PMO, Consulting, Data Analysis, Marketing, Strategy, Budgets, Information Technology
Education
Colorado Technical University 2011 — 2014
Doctor of Philosophy (Ph.D.), Doctorate of Management Organizational Change & Management
Villanova University 2010 — 2011
MASTER CERTIFICATE, Master Lean Six Sigma Certification
Colorado Technical University 2009 — 2011
Executive MBA, Marketing & Operations
Cornell University 2009 — 2011
CERTIFICATE, PMP - Project Management Certification
National Louis University 1985 — 1989
BS, Computer System Mgmt
Catholic Relief Services April 2015 - Present
Northeast Advisers, Inc. January 2015 - Present
Bob McNamara Plumbing, Heating and Cooling January 2000 - Present
Corporation Service Company September 2013 - May 2014
Transamerica August 2012 - September 2013
Transamerica February 2011 - August 2012
AEGON Direct Marketing Services February 2009 - February 2011
AEGON Direct Marketing Services October 2004 - February 2009
AEGON Direct Marketing Services January 2000 - October 2004
Skills
Business Analysis, Scrum, Risk Management, Microsoft Office, Management, Certified Scrum Master..., Agile & Waterfall..., PowerPoint, Insurance, Project Management, Supervisory Skills, Financial Services, Relationship Management, Business Requirements, Process Improvement, User Acceptance Testing, Documentation, Defect Tracking, Testing, Training, Operations Management, Account Reconciliation, Payroll, QuickBooks, Billing Systems, Accounts Receivable, Accounts Payable, Leadership, Business Process, SDLC
Education
Delaware County Community College 1985 — 1995
Associate of Science (AS), Accounting
Transamerica June 2012 - Present
Skills
Investment Strategies, Retirement Planning, 401k, Roth IRA, Traditional IRA, SEP IRA, Permanent Life Insurance, Term Life Insurance, Indexed Annuities, Variable Annuities, Fixed Annuities, Project Management, Business Networking, Public Speaking, Education Funding, Tax Advantage Products, 401k Rollovers, Leadership Development, Professional Mentoring, Leadership, Business Development, Strategy, Investments, Mutual Funds, Finance, Securities, Financial Advisory
Education
Cornell University 2002 — 2003
Master's degree
Tongji University 1998 — 2002
Bachelor's degree
Hongling Middle School 1992 — 1998
Waterfront Financial Group January 2015 - Present
Business & Estate Advisers, Inc. September 2013 - June 2014
Great-West Retirement Services January 2007 - September 2013
Transamerica August 2002 - January 2007
Education
Concordia University-St. Paul
Bachelor's Degree
Transamerica February 2011 - Present
World Financial Group (WFG) December 2010 - Present
Medical and Health January 2010 - December 2011
Mortgage Brokers March 2003 - December 2009
Governmnent January 2000 - December 2004
Skills
Online Marketing, Microsoft Office, Customer Relations, Translation, Legal Documentation, Legal Translation, Medical Education, Medical Terminology, Medical Research, Insurance Claims, Office Management, Personal Financial..., Life Insurance, Efficiently
Education
University of Phoenix 2010 — 2012
Bachelor of Business Administration (B.B.A.), Science
Dallas County Community College 2006 — 2008
Certificate, Office Management and Supervision
Rutherfoord May 2012 - Present
LMK Insurance May 2002 - May 2012
Chase Insuance Agency February 1997 - September 2002
Clair Odell Insurance Group May 1993 - February 1997
Palley Simon Insurance April 1990 - May 1993
Sedgwick James Insurance December 1985 - April 1990
CIGNA Group Insurance August 1981 - December 1985
Transamerica March 1978 - August 1981
Skills
Commercial Insurance, Property & Casualty..., Workers Compensation, Liability, Insurance, Inland Marine, Umbrella, General Liability, Professional Liability, Commercial Lines, Casualty, D&O, General Insurance, Underwriting, Brokers, Contractors, Employment Practices..., Excess, Risk Management, Legal Liability, Liability Analysis, Health Insurance, Relationship Management, Umbrella Insurance, Casualty Insurance
Education
Community College of Philadelphia
Liberal Arts and Sciences, General Studies and Humanities
West Philadelphia Catholic High School
Transamerica March 2014 - Present
Transamerica January 2013 - March 2014
Transamerica October 2009 - January 2013
Transamerica August 2006 - October 2009
Transamerica April 2004 - August 2006
US Bank October 2001 - April 2004
Stifel Financial Corp. August 1999 - July 2001
Skills
Leadership, Coaching, Building Relationships, Business Planning, Strategic Planning, Product Development, Production..., Training, Operating Efficiencies, Solution Selling, Cross Selling, Mentoring, Risk Management, Risk Assessment, Territory Management, Lead Generation, Thought Leadership, Web Content, Management, Investments, New Business Development, Insurance, Sales Management, Strategy, Sales
Education
Colorado State University 1994 — 1998
Bachelor of Science, Economics/Resource Economics
Transamerica July 2001 - Present
Aegon Direct Marketing Services June 1998 - July 2001
Texas Instruments May 1997 - August 1997
Skills
Data Warehousing, Business Analysis, Scrum, SQL, Visual Basic, Project Management, Oracle SQL, Data Modeling, Data Analysis, Oracle, Business Process, Software Development, Disaster Recovery
Education
Tarleton State University 1995 — 1998
BS CIS, Computer Information Systems
Dallas County Community College 1993 — 1995
Assoicates, General
Heartland Institute of Financial Education June 2012 - Present
Transamerica May 2011 - Present
Skills
Public Speaking, Financial Analysis, Investments, Strategic Planning, Leadership, Portfolio Management, Data Analysis, Financial Modeling, Nonprofits, Strategy
Education
Columbia University in the City of New York 2007 — 2011
BA, Economics & Philosophy
Transamerica November 1997 - Present
Skills
Retirement, 401k
Education
Iona College 2013 — 2016
Master of Science (MS), Accounting
Concordia College-New York 1992 — 1995
Bachelor of Science (BS), Business/Managerial Economics
GasBreaker July 2014 - Present
Haas Group International June 2012 - July 2014
Transamerica February 2011 - April 2012
Deacon Industrial Supply Company December 1986 - October 2009
Skills
Purchasing, Negotiation, Inventory Management, Procurement, Process Improvement, Customer Service, Forecasting, Sales Management, Microsoft Excel, Supply Chain, Strategic Sourcing, Manufacturing, Microsoft Office, Continuous Improvement, SAP
Education
Community College of Philadelphia 1983 — 1984
Business/Commerce, General, A
Virginia Commonwealth University
Transamerica December 2014 - Present
Jackson National Life January 2007 - November 2014
Jackson National Life February 2005 - January 2007
Jackson National Life October 2003 - February 2005
Skills
401k, Separately Managed..., Wealth Management, Uniform Combined State..., Securities, Life Insurance, Financial Advisory, Qualified Retirement..., IRAs, Variable Products, Financial Services, Annuity Sales, Rollovers, Series 7
Education
University of Colorado at Boulder 2000 — 2002
Bachelor of Science (BS), Marketing
Colorado Christian University 1999 — 1999
Bachelor of Science (BS), Marketing
Transamerica 2008 - Present
Wells Fargo Home Mortgage April 2008 - August 2008
Aurora Loan Services a Lehman Brothers Company 2006 - 2008
Aurora Loan Services a Lehman Brothers Company 2005 - 2006
Accredited Home Lenders 1997 - 1998
Euthenics Sports Nutrition 1996 - 1997
Experimental and Applied Sciences (EAS) 1994 - 1996
Skills
Mortgage, Insurance, Real Estate, Investments, Customer Relations, Banking, Customer Service, Problem Solving, Selling, Wholesale, Mutual Funds, Loans, B2B, Sales Management, Public Speaking, Excel, Cold Calling, Microsoft Office, Annuities, Financial Planning, Consultative Selling, Negotiation, Coaching, Mentoring, Equities, Sales Presentations, IRA's, Wholesaling, Team Leadership, Retirement Planning, Retirement, Team Building, Mortgage Lending, Finance, Fixed Annuities, Strategy, Strategic Financial..., Microsoft Excel, IRAs, Series 63, Direct Sales, Sales Process, Life Insurance, Variable Annuities
Education
Colorado State University
Bachelor of Applied Science (B.A.Sc.), Accounting
Wheat Ridge High School
The Doctors Company September 2001 - Present
Demandline.com 2000 - 2001
Xceed, Inc. 1999 - 2000
Transamerica June 1993 - September 1999
IBM 1990 - 1991
Skills
Market Research, Public Relations, Product Marketing, Integrated Marketing, Brand Development, Corporate Marketing, Brand positioning, advertising strategy, integrated corporate..., Social Media, Customer Acquisition, Direct Sales, Lead Generation, Thought Leadership, Strategic Leadership, Sales Force Management, M&A experience, Partnership Marketing, Customer Experience, Website Development, Agency Relations, Online Advertising, Positioning, Marketing, Territory Management, Creative Strategy, Corporate Communications, Corporate Branding, Strategy, Marketing Strategy, Business Development, Strategic Planning, Strategic Partnerships, Sales Force Development, B2B, Social Media Marketing, Marketing Research, Market Planning, Advertising, Strategic Communications, Analytics, Competitive Analysis, Direct Marketing, Email Marketing, Marketing Communications, Marketing Management, Internal Communications, Digital Marketing, Sales, Management Consulting
Education
Columbia University - Columbia Business School 2014 — 2014
New York University - Leonard N. Stern School of Business 2010 — 2010
The University of Chicago Booth School of Business 2009 — 2009
Pepperdine University, The George L. Graziadio School of Business and Management
MBA, International Business Administration
Rutgers, The State University of New Jersey-New Brunswick
BS, BA, Business, English
None April 2015 - Present
TransAmerica April 2015 - April 2015
McKesson Health IT November 2014 - January 2015
IBM Global Services January 2011 - April 2014
Artech Information Systems January 2009 - January 2011
Skills
PMP, Configuration Management, Data Governance, Data Warehousing, Project Management, Software Development, Requirements Analysis, SDLC, Project Portfolio..., PMO, Business Intelligence, Process Improvement, Vendor Management, Management, Integration, Program Management, Business Analysis, Leadership, Consulting, IT Management, ITIL, Software Project..., Resource Management, Team Leadership
Education
Cornell University 1970 — 1975
Bachelor of Science (BSc), HDFS
Transamerica January 2015 - Present
National Life Group June 2014 - November 2014
Columbia University in the City of New York January 2014 - May 2014
Combined Insurance United States July 2012 - June 2013
JINTAI PROPERTY & CASUALTY INSURANCE COMPANY November 2011 - January 2012
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, SQL, Access, VBA, Life Insurance, Actuarial Consulting, Actuarial Exams, Health Insurance, Analysis
Education
Columbia University in the City of New York 2013 — 2014
Master of Science (MS)
University of Illinois 2010 — 2012
Bachelor of Science
Washington State University 2008 — 2010
Transamerica January 2015 - Present
Transamerica December 2013 - January 2015
Jackson National Life March 2013 - December 2013
Jackson National Life August 2012 - March 2013
Transamerica May 2012 - August 2012
Skills
Organizational Design, Product Marketing, Advertising, Public Relations, Press Releases, Editing, Web Design, Journalism, Social Networking, Creative Writing, Media Relations, Copywriting, Social Media Marketing, Internal Communications, Copy Editing, Time Management, Strategic Communications, Marketing Communications, PowerPoint, Digital Media, Marketing, Content Management, Blogging, Analysis, InDesign, Online Advertising, Email Marketing, Publishing, Google Analytics, Online Marketing, Brand Development, Adobe Creative Suite, Management, Project Planning, Microsoft Office, Microsoft Word, Public Speaking, Event Management, Marketing Strategy, Research, Facebook, Integrated Marketing, Social Media, Event Planning, Graphic Design, Digital Marketing, Training, Leadership, Newsletters, AP Style
Education
Colorado State University 2008 — 2012
Bachelor's in progress, Journalism, Political Science, Public Relations
Transamerica April 2012 - Present
Transamerica April 2012 - Present
Colorado Springs Police Department September 2007 - January 2013
Transamerica Life Canada 2012 - 2013
Colorado Springs Police Department September 2005 - January 2007
Skills
English & Spanish..., Financial Advisory, Hiring manager
Education
University of Colorado at Colorado Springs 2007 — 2012
Master of Public Administration (MPA), Public Administration
Colorado State University 2002 — 2005
Bachelor's of Science, Major in Sociology, minor and Psychology and an emphasis in SPanish
Greenspire Capital April 2011 - Present
Rogers Park Builders Group January 2006 - Present
Veridian Realty Capital LLC October 2010 - April 2011
JP Morgan Chase March 2004 - October 2009
Neighborhood Housing Services of Chicago 1991 - 2008
Transamerica March 1999 - February 2004
Draper and Kramer June 1995 - March 1999
Bank of America February 1990 - February 1995
Jones Lang LaSalle July 1989 - February 1990
Economics Research Associates March 1988 - June 1989
Skills
Real Estate Economics, Real Estate, Real Estate Development, Investments, Asset Managment, Real Estate Financing, Due Diligence, Valuation, Portfolio Management, Real Estate Transactions, Strategic Planning, Financial Structuring, Financial Analysis, Disposition, Commercial Mortgages
Education
Fast Forward Language Institute 2009 — 2010
Intensive Portuguese Language Training
Columbia University - Graduate School of Architecture, Planning and Preservation 1984 — 1986
Master in Science of Urban Planning, Urban Planning
Swarthmore College 1979 — 1984
Bachelor of Arts in Sociology/Urban Studies, Urban Studies with a concentration in French Language and Literature
GENPACT April 2015 - Present
RBC July 2014 - April 2015
Transamerica May 2013 - August 2013
Transamerica May 2012 - August 2012
Aegon Nederland May 2011 - August 2011
Aegon Nederland May 2010 - August 2010
Aegon Nederland May 2009 - August 2009
Kmart Corporation February 2008 - June 2009
Westminster Department of Finance June 2008 - August 2008
Skills
Visual Basic, Access, Microsoft Office, Public Speaking, Microsoft Excel, Analysis, Financial Risk, PowerPoint, Embedded Value, Teamwork, C++, Documentation, Bloomberg Terminal, Management, Risk Management, Actuarial Science, Fixed Annuities, Software Documentation, Solvency II, Financial Analysis, Valuation, Investments, Financial Modeling, Life Insurance, VBA, Insurance, Enterprise Risk..., ALM, Financial Reporting, Axis, French, English
Education
Concordia University 2009 — 2014
Bachelor of Arts (B.A.), Econometrics and Quantitative Economics, 3.288
Liberty High School 2005 — 2009
High School Diploma, Academy of Finance
CIBC April 2014 - Present
Transamerica June 2013 - April 2014
RBC January 2012 - August 2012
Ontario Power Generation January 2011 - August 2011
ArtBridges May 2010 - June 2010
McGill University October 2007 - June 2009
John Abbott College January 2007 - July 2007
Skills
SAS programming, SQL, Analytical Skills, Mathematical Statistics, Quantitative Risk..., Solid Presentation..., Communication Skills, Interpersonal Skill, Time Management, Result Oriented, Microsoft Excel, Microsoft Word, PowerPoint, Statistical Software, French, SPSS, Program Management, Research, Quantitative Analytics, Leadership, Team Leadership, Public Speaking, Financial Analysis, Project Management, Social Media, SAS Programming, Business Analysis, Analysis, Strategic Planning, Management
Education
Concordia University 2003 — 2006
Master of Arts, Economics
Concordia University 1999 — 2003
Bachelor of Science, Mathematics and Statistics; Distinction
Dalhousie University
Corporate Residency MBA
TRELORA August 2015 - Present
Marketing Consultant July 2006 - Present
Mercy Housing July 2014 - August 2015
Enfocus Solutions Inc. September 2011 - July 2014
Camping World and Good Sam March 2011 - September 2011
American Humane Association August 2006 - March 2011
Archstone March 2005 - August 2006
Hach Company October 2003 - March 2005
Transamerica November 2000 - October 2003
Skills
Leadership Development, Marketing Management, Strategy Development, E-commerce, Digital Media, Online Marketing, Email Marketing, Social Media, Marketing Strategy, Analytics, Strategic Planning, Team Leadership, Business Strategy, Mobile Marketing, Fundraising, Online Advertising, Web Marketing, Digital Marketing, Strategy, SEO, SEM, Lead Generation, Integrated Marketing, Public Relations, Management, Blogging, Project Management, Marketing Communications, Social Media Marketing, Advertising, Web Development, Entrepreneurship, Leadership, Digital Strategy, Marketing, Event Planning, Mobile Devices, PPC, CRM, Web Analytics, New Media, SaaS, Start-ups, Web Design, Direct Marketing, Sales, Content Marketing, Strategic Partnerships, Business Analysis, Salesforce.com
Education
Cornell University
Marketing Strategy Certificate (MBA level courses), Samuel Curtis Johnson Graduate School of Management
University of Colorado Boulder
Bachelor's Degree, Broadcast News Journalism; an emphasis in English
Harley-Davidson Financial Services May 2012 - Present
Harley Davidson Financial Services May 2007 - May 2012
Harley Davidson Financial Services September 2004 - May 2007
Harley Davidson Financial Services June 1999 - September 2004
AT&T Capital Coporation September 1993 - March 1998
Transamerica February 1990 - August 1992
Skills
Portfolio Management, Project Management, Credit Analysis, Enterprise Risk..., Operational Risk..., Call Center, Operations Management, Property & Casualty..., Program Management, Vendor Management, Business Analysis, Call Centers, Credit, Credit Risk, Finance, Financial Analysis, Financial Services, Leadership, Management, PMP, Process Improvement, Risk Management, Underwriting
Education
Concordia University Texas 1985 — 1989
BA, Business Administration
Transamerica June 2014 - Present
Cetera Advisors LLC April 2014 - June 2014
TIAA-CREF June 2010 - December 2013
TIAA-CREF January 2009 - May 2009
Old Mutual Capital Inc June 2005 - September 2008
Old Mutual Capital June 2005 - May 2006
American Century Investments May 2001 - May 2005
American Century Investments January 1997 - May 2001
Environmental Chemical Corporation March 1993 - November 1996
Rocky Mountain Analytical LAboratory February 1986 - January 1993
Skills
CRM, Process Improvement, Analysis, SDLC, Vendor Management, Microsoft SQL Server, Mutual Funds, Business Analysis, Program Management, Finance, Financial Services, Leadership, Investments, Training, SharePoint, Customer Service
Education
Colorado School of Mines 1985 — 1988
MS, Geochemistry
New England College 1983 — 1985
Geology
Fidelitone January 2000 - March 2002
Transamerica February 1995 - January 1999
Education
Oakton Community College 1994 — 1995
English, Writing
Columbia College Chicago 1993 — 1994
none, English, Photography, Communications
Transamerica March 2015 - Present
Global Mobility Services August 2006 - February 2015
Bajaj Allianz General insurance July 2003 - April 2006
Skills
Key Account Management, Project Management, Team Management, Business Development, CRM, Vendor Management, Management, Business Strategy, Networking, Business Process, Account Management, Marketing, Sales, Training, Business Intelligence, Business Analysis
Education
Institute of Management Technology, Ghaziabad 2001 — 2003
MBA, Marketing
Delhi University 1998 — 2001
B Com (H), Accounting
Delhi Public School - R. K. Puram 1993 — 1997
Science
J.P. Morgan Asset Management March 2015 - Present
J.P. Morgan May 2014 - August 2014
Mommsen Global LLC December 2013 - May 2014
MD Global Partners, LLC October 2013 - November 2013
Transamerica January 2013 - July 2013
The University of Iowa January 2012 - January 2013
Industrial and Commercial Bank of China May 2012 - August 2012
New China Life Insurance June 2010 - August 2010
Skills
Quantitative Finance, C++, VBA, Matlab, C, Python, SQL, R, Actuarial Science, Bloomberg, Data Mining, Time Series Analysis, Access, Numerical Analysis
Education
Columbia University in the City of New York 2013 — 2014
Master's degree, Financial Mathematics
University of Iowa 2010 — 2013
Bachelor's Degree, B.S. in Actuarial Science / B.S. in Mathematics
Zhejiang University 2009 — 2010
International/Global Studies
Hangzhou Foreign Language School 2003 — 2009
Transamerica September 2015 - Present
Transamerica February 2015 - August 2015
Fidelity & Guaranty Life September 2014 - December 2014
Johns Hopkins University May 2014 - August 2014
China Guangfa Bank March 2013 - June 2013
Skills
Actuarial Science, SQL, PL/SQL, SAS, MoSes, C++, VBA, Microsoft Excel, R, LaTeX, Data Analysis, Statistics, Probability, Stochastic Processes, Optimization, Financial Derivatives, Time Series Analysis, Relational Databases, Machine Learning, Statistical Modeling, Life Insurance, Pricing, Financial Reporting
Education
The Johns Hopkins University 2013 — 2014
Master's Degree, Applied Mathematics and Statistics
Curtin University 2011 — 2013
Bachelor's degree, Actuarial Science
Zhongnan University of Economics and Law 2008 — 2012
Bachelor's degree, Computer and Information Sciences, General, Overall GPA: 3.53 Major GPA: 3.85
Transamerica September 2008 - Present
Skills
Fixed Annuities, Mutual Funds, Retirement Planning, Retirement, Series 6, Variable Annuities, Sales, Income Protection
Education
Colorado State University
Bachelor's Degree, Management and Accounting
Castle & Cooke Mortgage, LLC December 2014 - Present
WHV Investment Management, Inc. July 2013 - October 2014
OppenheimerFunds December 2012 - June 2013
Steelpath Advisors June 2012 - December 2012
Steelpath Advisors September 2011 - June 2012
Jackson National Life March 2011 - September 2011
Transamerica March 2008 - February 2011
Janus Capital Group October 2005 - March 2008
Janus March 2003 - October 2005
Janus Capital Group July 2002 - March 2003
Skills
Marketing Strategy, Brand Management, Marketing Communications, Product Marketing, Relationship Management, Competitive Analysis, Team Leadership, Web Project Management, Direct Marketing, Integrated Marketing, Market Research, Email Marketing, CRM, Investments, Mutual Funds, RFP, SEO
Education
Regis University 2004 — 2007
Master of Business Administration (M.B.A.)
Colorado State University 1994 — 1999
B.S., Business/Marketing
Lending Solutions June 2008 - Present
Dow Jones January 2005 - September 2006
Wickes Furniture October 2003 - September 2004
Transamerica June 1998 - June 2002
Seegott Inc June 1991 - June 1998
Skills
Sales, Loans, Process Improvement, Financial Analysis, Team Building, Vendor Management, Strategic Planning, Management, Sales Operations, Customer Service, Microsoft Excel, Account Management
Education
Columbia College Chicago 1995 — 1998
Bachelor, Film/Video
Elgin Community College 1991 — 1995
Associates, Business
Ericsson August 2015 - Present
Property Management April 2003 - Present
Telecom Analyst March 2014 - August 2015
Randstad Technologies April 2013 - March 2014
Transamerica March 2011 - January 2013
AEGON Direct November 2000 - March 2011
Skills
Telecommunications, Vendor Management, Networking, Troubleshooting, Wireless, Telephony, Mobile Devices, Process Improvement, Avaya, Management, Mobile Communications, Problem Solving, Mobile, Call Centers, Provisioning, IT Operations, BMC Remedy, Product Management, Visio, PBX, System Testing
Education
Colorado Technical University 2012 — 2013
Business, Management and Marketing
Collin College
Computer science courses, computer science, advanced mathematics (trig and Calculus), speech and communication, economics, etc
Northlake College
Electrical engineering courses, Engineering
Richland Colllege
Assoc of science courses, science, math, English, history, etc
Gramercy Consulting Group LLC March 2008 - Present
Calyon October 2007 - February 2008
Citigroup August 2003 - 2007
UBS July 2001 - July 2002
JP Morgan May 1995 - May 2001
Salomon Brothers August 1993 - April 1995
Baring Securities February 1992 - December 1992
Transamerica 1987 - 1989
Skills
Portfolio Management, FX Options, Due Diligence, Risk Management, Rates, Tactical Asset..., Hedge Funds, Alternative Investments, Fixed Income, Derivatives, Equities, Capital Markets, Asset Managment, Structured Products, Investments, Asset Management, Strategy, Bonds, Commodity, Hedging, Structured Finance, Fund Of Funds, Investment Management, Venture Capital, Financial Risk, Swaps, Banking, Currency
Education
The University of Chicago Booth School of Business 1990 — 1993
MBA, Finance and Accounting
Dartmouth College 1983 — 1987
BA, Mathematics
Bank of America June 2005 - Present
COGNICASE June 2001 - August 2002
TRANSAMERICA October 1999 - May 2001
Education
Visions OMS Advanced Support 2008 — 2008
IBM iSeries Advance Operations 2007 — 2007
Tarrant County College 2004 — 2004
Economics and Business
Dallas County Community College 2000 — 2000
CL Programming
Kilgore College 1990 — 1992
Computer Science
IBM iSeries System Administration and Control
Transamerica January 2015 - Present
Multi Media Consulting Group May 2012 - January 2015
Xtreme1 Marketing May 2010 - December 2011
2008 - 2011Insphere Insurance March 2008 - May 2010
2004 - 2008Transcontinental Lending January 2005 - March 2008
Cellular Outfitters January 2000 - January 2002
United States Air Force January 1979 - January 1989
Skills
Life Insurance, Term Life Insurance, Whole Life, Long Term Care Insurance, Disability Insurance, Umbrella Insurance, Health Insurance, Indexed Annuities, Variable Annuities, Online Marketing, Email Marketing, Social Media Marketing, Marketing, Social Media, Advertising, Blogging, Website Development, Sales, Facebook, Google Adwords, Web Design, Brand Development, Online Advertising, Advertising Management, Management, Public Relations, Advertising Sales, Politics
Education
Community College of the Air Force
Associate Degree, Applied Science of Information Systems Management
University of Maryland College Park
Associate Degree, Business Management
Community College of the Air Force
Associate Degree, Applied Science of Criminal Justice
Mortgage Bankers Association of America
University of Maryland College Park
Transamerica January 2014 - July 2014
Charles Schwab August 2012 - February 2013
Charles Schwab October 2010 - August 2012
Colorado State University October 2007 - May 2010
Chrysler May 2008 - August 2008
Skills
Leadership, Management, CRM, Finance, Business Development, Customer Service, Cross-functional Team..., Strategy, Investments, Marketing, Sales, Microsoft Office, Entrepreneurship, Training, Business Strategy, Mutual Funds, Business Analysis, Financial Services, Program Management, Financial Analysis, Microsoft Excel, Salesforce.com, Financial Modeling, Competitive Analysis, Product Development, Account Management, Time Management, Options, Analysis, Business Intelligence, Predictive Analytics, Big Data Analytics
Education
University of Denver 2014 — 2015
Master of Business Administration (MBA), Business Analytics
Colorado State University 2006 — 2010
Bachelors of Science in Business Administration, Organization and Innovation Management
Warrington Allstate Insurance Agency December 2012 - Present
Transamerica January 2011 - October 2012
Western & Southern Financial Group March 2005 - May 2007
American General November 1994 - February 2005
Skills
Insurance, Fixed Annuities, Sales Management, Sales, Retirement Planning, Life Insurance, Series 63, Account Management, Series 7, Retirement, 401k, Mutual Funds
Education
Community College of Philadelphia
Transamerica June 2015 - August 2015
National Renewable Energy Laboratory June 2014 - August 2014
Brad Reynolds Construction May 2013 - August 2013
All Phase Restoration June 2011 - August 2012
Skills
Management, Time Management, Leadership, Team Motivation, Customer Service, Sales, Corporate Finance, Investments, Financial Analysis, Data Analysis, Salesforce.com
Education
Colorado State University 2013 — 2016
Corporate Finance, B. A., 3.4 GPA
University of Northern Colorado 2012 — 2013
Dakota Ridge High School 2008 — 2012
High School Diploma, 3.9 GPA
Transamerica August 2012 - Present
Transamerica June 2011 - July 2012
Transamerica October 2009 - June 2011
Transamerica February 2007 - September 2009
Transamerica December 2005 - February 2007
Skills
Insurance, Account Management, Separately Managed..., Sales, Customer Service, Marketing, Financial Services, Financial Analysis, Finance, Investments, Financial Planning, Wholesale, Fixed Annuities, Management, Mutual Funds, Leadership, Retirement Planning
Education
Colorado Mesa University 1992 — 1996
Bachelor's degree
Colorado Mesa University 1992 — 1996
Business Management
Crystal Group November 2013 - Present
Crystal Group September 2012 - Present
Crystal Group 2012 - 2015
Crystal Group July 2012 - November 2013
Crystal Group June 2012 - November 2013
CRST Logistics May 2010 - September 2011
AB Transport Inc 2011 - 2011
Ready Mobile LLC 2007 - 2008
Transamerica 2006 - 2007
Infinity Contact 2005 - 2006
Skills
Management, Sales, Program Management, Logistics, Customer Service, Team Building, Marketing, Manufacturing, New Business Development, Account Management, Salesforce.com, Negotiation, Networking, Project Management, Warehousing, Continuous Improvement, Operations Management, Team Leadership, Process Improvement, Strategic Planning
Education
Kirkwood Community College 2008 — 2011
AA, Business Management
Davenport University 2000 — 2001
International Business
New Jersey State Parole Board July 2014 - Present
Mission Essential Personnel, LLC February 2013 - July 2014
Transamerica December 2012 - February 2013
United States Air Force August 1992 - December 2012
Skills
Outstanding time..., Critical Thinking, Certified Firearms..., Military, Security Clearance, Operations Management, Logistics Management, Conflict Resolution, Conflict Management, Verbal De-escalation, Personnel Security, Enforcement, Security, Military Logistics, Army, Special Operations, DoD, Air Force, National Security, Emergency Management, Government, Physical Security, Military Operations, Counterterrorism, Command, Firearms, Intelligence Analysis, Intelligence, Time Management, Operational Planning, Risk Assessment, Homeland Security, Weapons, Force Protection, Military Experience, Tactics, Leadership, Military Training, Counterintelligence, Security Management, Top Secret, Reconnaissance, Defense, Security Operations, Marksmanship, Criminal Justice, Information Assurance, Weapons Handling, Weapons Training, Security+
Education
New Jersey Division of Criminal Justice 2014 — 2014
Basic Criminal Investigator Academy
Grantham University 2009 — 2013
Bachelor of Arts (B.A.), Criminal Justice/Homeland Security, 3.7 GPA
Community College of the Air Force 2008 — 2010
A.A.S, Criminal Justice
Colorado State University College of Business Dean's Student Support August 2014 - Present
Transamerica May 2015 - August 2015
Shades of Color inc. May 2009 - June 2015
Big 5 Sporting Goods August 2013 - May 2014
Pump It Up August 2012 - May 2013
Skills
Management, Sales, Customer Service, Customer Satisfaction, Team Leadership
Education
Colorado State University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Chaparral High School 2008 — 2012
Transamerica September 2013 - Present
Edward Jones December 2012 - September 2013
Merrill Lynch September 2011 - November 2012
Hample Insurance May 2011 - September 2011
LPL Financial May 2011 - September 2011
COUNTRY ® Financial May 2010 - May 2011
JP Morgan Chase April 2008 - April 2010
Bellco Credit Union February 2001 - April 2008
Education
Colorado State University 2014 — 2016
Master of Business Administration (MBA), Finance and Financial Management Services
Regis University 2007 — 2009
Finance, Accounting and Finance
Gateway High School 1996 — 2000
Metropolitan State College of Denver
Accounting
Transamerica 2013 - Present
Skills
Cvent Event Management, Signup4 Event Management
Education
Columbia Southern University 2006 — 2009
Bachelor of Business Administration (B.B.A.), Hospitality/Tourism
Columbia Southern University
Bachelor of Science (B.S.), Hospitality and Tourism
Transamerica 2001 - Present
Education
University of San Francisco 1986 — 1989
Doctor of Law (J.D.)
Cornell University
Master's degree, Labor and Industrial Relations
The George Washington University
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General
Transamerica May 2015 - Present
5LINX Enterprises Inc. March 2014 - Present
US Army September 2013 - Present
Skills
Army, Security Clearance, Military, Force Protection, Command, DoD, Military Experience, Military Operations, Government, Operational Planning, Leadership, Leadership Development, Microsoft Office, Policy, Program Management, Intelligence Analysis, Team Building, Physical Security, Training, Information Assurance, Combat, Organizational..., PowerPoint, Counterterrorism, National Security, Management, Microsoft Word
Education
Columbia Southern University 2013 — 2016
Human Resources Management/Personnel Administration, General
Transamerica March 2015 - Present
North Forty News January 2015 - Present
State Farm Insurance November 2012 - February 2015
OtterBox October 2012 - March 2013
Verizon Wireless August 2011 - October 2012
First National Bank of Colorado June 2010 - December 2010
First National Bank of Colorado June 2009 - May 2010
Rocky Mountain News March 2008 - December 2008
The Denver Post June 2007 - December 2007
The Tennessean May 2006 - August 2006
Skills
Troubleshooting, Mobile Applications, Customer Experience, Customer Retention, Inventory Management, Writing, News Writing, Public Speaking, Retail Displays, Marketing, Editing, Feature Articles, Social Media, Newspapers, Storytelling
Education
Colorado State University 2004 — 2008
BA, Foreign Language, Literature and Culture
Windsor High School 2000 — 2004
Transamerica January 2015 - June 2015
Skills
Public Speaking, Community Outreach, Customer Service, Microsoft Office, Event Planning, Leadership, Training, Coaching, Teaching, Microsoft Word, Fundraising, Team Building, Leadership Development, Social Networking
Education
Crown College 2015 — 2017
Master's degree, Christian Studies
Upper Iowa University 2010 — 2014
Psychology, Psychology
Oakman Aerospace, Inc. August 2015 - Present
New Horizons Consulting LLC April 2015 - July 2015
LeaderQuest March 2015 - April 2015
Dish Network February 2014 - March 2015
Dish Network April 2013 - January 2014
Transamerica January 2013 - April 2013
United States Air Force November 2010 - April 2012
Defense Threat Reduction Agency April 2007 - October 2010
Air Force Space Command June 2004 - March 2007
Skills
Active Security..., Defense, Top Secret / granted..., Logistics, Aerospace, Project Management, Computer Hardware, Computer Operating..., Education and Training, Training, Information Assurance, Counterterrorism, Army, Team Leadership, Operational Planning, Military Operations, DoD, Military Experience, Security Clearance, Education, Strategic Planning, Leadership, Security+, Process Improvement, Program Management, Project Planning, Aviation, Top Secret, Command, National Security, Operating Systems, Air Force, Operations Management, Leadership Development, Navy, Physical Security, Force Protection, Weapons, Military, Team Building, Government, Access, Intelligence Analysis, Organizational..., Security, Emergency Management, Homeland Security, Tactics, Electronic Warfare, Intelligence
Education
Embry-Riddle Aeronautical University 2008 — 2011
Master’s Degree, Aeronautical Science -- Operations Research/Space Studies, 3.8
Park University 1994 — 1998
Bachelor of Science (B.S.), Psychology/Organizational Development, 3.9
Community College of the Air Force 1994 — 1997
Associate of Science (A.S.), Munitions Systems Technology, 4.0
Leader Quest
LeaderQuest
City of Center Point April 2013 - Present
Transamerica June 2012 - April 2013
MCAS Marine Corps Community Service November 2009 - February 2012
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Public Speaking, Outlook, Event Planning, Teaching, Community Outreach, Research, Customer Service, Scheduling
Education
Craven Community College
Hawkeye Community College
Transamerica June 2015 - Present
Wells Fargo July 2014 - March 2015
Northwestern Mutual May 2013 - May 2014
Northwestern Mutual May 2012 - May 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, HTML, Social Media, Public Speaking, Teamwork, Leadership, Time Management, English, Event Planning, Data Analysis, Fundraising, Research, Outlook
Education
Colorado State University 2008 — 2012
Bachelor of Arts (B.A.), Economics, Minor in Business
Transamerica August 2015 - Present
CityDump Records September 2014 - July 2015
Wings Etc. March 2013 - June 2015
Skills
Leadership, Communication, Learning Quickly, Outgoing Personality, Teamwork, Time Management, Food, Microsoft Office, Food Safety, Microsoft Excel, Microsoft Word, Management, Strategic Planning, Customer Satisfaction
Education
Conservatory of Recording Arts and Sciences 2015 — 2016
Recording Arts Technology/Technician
Brownsburg High School 2011 — 2014
Graduating in December 2014, Academic Honors, 3.8 cumulative GPA
Transamerica March 2015 - Present
Transamerica June 2013 - March 2015
Transamerica February 2013 - June 2013
Transamerica Life Insurance Company January 2012 - February 2013
ImOn Communications April 2011 - January 2012
ARCADIS U.S., Inc. September 2008 - April 2011
Target Corporation January 2006 - September 2007
Education
Colorado State University 2001 — 2005
Business, Management
DISYS October 2009 - December 2010
COMSYS May 2002 - October 2009
COMSYS May 2006 - September 2009
COMSYS May 2002 - April 2003
CTG 1996 - 2002
Transamerica 1990 - 1996
Skills
Contract Negotiations, Technical Recruiting, Cold Calling, Cloud Computing, Vendor Management, Branch Management, Strategic Leadership, Strategic Sales, Increased Profitability, Cisco Technologies, Healthcare Information..., Staff Augmentation, Contract Negotiation, CRM, Recruiting, Business Development, Networking, Solution Selling, Program Management, Team Building, Talent Acquisition, Consulting, Staffing Services, New Business Development, Account Management, Information Technology, Internet Recruiting, Leadership, Sourcing, SDLC, Management, Telecommunications, SaaS, Software Project..., Executive Search, Sales Management, Outsourcing, Strategy, Talent Management, Project Management, Sales, Applicant Tracking..., Enterprise Software, Data Center, Network Architecture, Territory..., Cross-functional Team..., Staff Retention, Professional Mentoring, Enterprise Network...
Education
University of Maryland College Park 1986 — 1990
Computer Science
United States Air Force 1986 — 1989
Management Information Systems, General, Staff Sergeant
Community College of the Air Force
Military and Strategic Leadership
Texas A&M University
Information Systems
Wal-Mart May 2006 - Present
Transamerica January 1977 - July 2004
Skills
Customer Service, Microsoft Word, Team Building, Public Speaking, Leadership, Microsoft Excel, Microsoft Office, Social Networking, PowerPoint, Leadership Development, Strategic Planning, Training, Conflict Resolution, Social Media, Event Planning
Education
Liberty University 2013 — 2015
Now attending to obtain my Bachelor's Degree, Criminal Justice and Corrections
Colorado Technical University 2008 — 2013
Working on my Bachelor's Degree, Criminal Justice and Corrections
AIG March 2015 - Present
Private May 2014 - March 2015
FleetPride April 2013 - May 2014
CVS Caremark Corporation November 2012 - April 2013
Bank of America June 2005 - August 2012
Cognicase 2001 - 2002
Transamerica January 1999 - January 2001
Transamerica Real Estate Tax 1999 - 2001
Centex Homes 1999 - 1999
LeTourneau, Inc 1998 - 1999
Skills
Disaster Recovery, System Administration, High Availability, OS/400, Business Continuity, IBM iSeries, Data Center, iSeries, Storage, Replication, I5, AS400, Security, Client Access, Journaling, Servers, Load Balancing, Mirroring, Troubleshooting, Software Installation, Operating Systems, Problem Solving, FTP, IT Operations, Lotus Notes, Visio, TCP/IP, BRMS, HMC, Robot, SQL, IT Strategy, Business Analysis, Vendor Management, SDLC, DB2, MS Project, Hardware, Systems Analysis, Computer Hardware, Access, Integration, Requirements Gathering, Requirements Analysis, IT Management, Enterprise Architecture, Incident Management, Databases, SharePoint, Unix
Education
Tarrant County College 2006 — 2006
SQL, Economics, Business
Dallas County Community College 2000 — 2000
CL Programming
Kilgore College 1990 — 1992
Computer Science, Accounting
Transamerica Life Insurance Company 2012 - Present
Transamerica January 1993 - January 2012
Education
Cornell College 1985 — 1988
BA, Business
Mount Vernon
Mount Vernon
Transamerica July 2012 - Present
US Marine Corps January 2000 - June 2012
Skills
Management of Personnel..., Training and Development, Leadership and Team..., Complex Problem Solving, Communications and Media, Interviewing, Program Management, Conducting Interviews, Staff Training, Personal Training, Personal Development, Microsoft Office, Office Management, Office Administration, Career Counseling, Counseling, Employee Counseling, Team Leadership, Leadership Development, Organizational..., Candidate Screening, Screening, Recruitment/Retention, Employee Relations, Employee Management, Account Management, Clerical Skills, Clerical Duties, Training Skills, Briefing, Creative Briefs, Brief Writing, Executive Briefings, Public Speaking, Critical Thinking, Creative Problem Solving, Time Management, Persuasive Communication, Performance Analysis, Performance Improvement, Performance Management, Staff Retention, Retention, Learning Strategies, Case-Based Reasoning, Listening Skills, Active Learning, Professional Staffing, Organizational..., Social Perceptiveness
Education
University of Phoenix 2013 — 2015
Bachelor of Science in Business, Finance, 3.74
University of Phoenix 2013 — 2013
Associate of Arts (AA), General Studies, A
Craven Community College 2010 — 2012
Some College Courses, General Studies
United States Marine Corps 2004 — 2004
Career Planning, Human Resources
Reed Financial Services, Inc. August 2015 - Present
JB Hunt April 2013 - Present
Insphere Insurance Solutions September 2010 - September 2012
LPS Field Services June 2008 - February 2009
Transamerica June 2005 - June 2008
Charles Schwab July 2000 - July 2004
Skills
Leadership, Insurance, Long-term Care, Life Insurance, Sales, Health Insurance, Term Life Insurance, Team Building, Disability Insurance, Management
Education
David N. Myers University 1989 — 1992
BS, Accounting
Cuyahoga Community College 1984 — 1986
Associates of Applied Business, Accounting
Transamerica July 2014 - Present
GE Capital October 2013 - July 2014
Iowa Environmental Council January 2013 - June 2013
Environmental Law & Policy Center May 2012 - August 2012
Drake University Legal Clinic January 2012 - June 2012
Iowa Natural Heritage Foundation May 2011 - August 2011
Illinois Wind Energy Association May 2009 - August 2009
Senator Tom Harkin (D-Iowa) January 2009 - February 2009
Skills
Legal Research, Non-profits, Research, Legal Writing, Public Policy, Leadership, Westlaw, Policy Analysis, Environmental Awareness, Public Speaking, Policy, Nonprofits, Family Law, Environmental Law, Litigation, Mediation, Criminal Law, Lexis, Civil Litigation, Legal Issues, LexisNexis
Education
Drake University Law School 2010 — 2013
J.D., Law, with honors
Cornell College 2006 — 2010
B.A., Politics, Psychology
RVI Group April 2015 - Present
Transamerica February 2015 - April 2015
Hay Group May 2014 - December 2014
Allianz Life June 2013 - September 2013
Skills
Business Analysis, Quantitative Risk..., Reserve Analysis, Financial Reporting, Financial Accounting, Asset Evaluation, Data Analysis, Pricing, Financial Modeling, VBA, Quantitative Analytics, PowerPoint, SAS, Actuarial Science, Risk Management, Microsoft Excel, Valuation, Statistics, Insurance, Microsoft Office, Financial Analysis, Matlab, Analysis, Financial Risk
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (MS), Actuarial Science
Southwestern University of Finance and Economics 2008 — 2012
Bachelor's degree, Financial Management
Black Hills Corporation August 2015 - Present
Chipotle Mexican Grill April 2015 - Present
Stellar Recruitment June 2014 - March 2015
Sanjel Corporation October 2012 - February 2014
Zayo Group March 2012 - April 2012
TransAmerica November 2011 - February 2012
Insight Global October 2010 - September 2011
BCBG Max Azria June 2010 - August 2010
Skills
Merchandising, Sales, Customer Service, Human Resources, Networking, Organization, Multi Tasking, Timely Decision Making, Employee Relations, Social Media, Receptionist Duties, Microsoft Office, Office Administration, Energetic Self-Starter, Recruiting, Temporary Placement, Hiring, CRM, Interviews, Leadership, Time Management, Program Management, Sourcing, Data Entry, Onboarding, Talent Acquisition, Social Networking, Staffing Services, Technical Recruiting, PowerPoint, Customer Satisfaction, Applicant Tracking..., Benefits Administration, Retail, Employee Benefits, Payroll, Training, College Recruiting, Management, Internet Recruiting
Education
Colorado State University 2006 — 2010
BS, Apparel Merchandising; Minor in Business Administration
American InterContinental University 2009 — 2009
Apparel Merchandising
Transamerica July 2015 - Present
Park City Mountain Resort, Copper Mountain, Chestnut Mountain September 2006 - Present
Park City Mountain Resort January 2014 - April 2015
Park City Mountain Resort October 2013 - February 2015
Diamond Jo Casino December 2012 - October 2013
Bernardi Investments January 2013 - June 2013
Soldier Field June 2012 - September 2012
Fried Green Tomatoes May 2007 - June 2011
Chestnut Mountain October 2006 - January 2011
Copper Mountain Resort October 2009 - December 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Food & Beverage, Restaurant Management, Customer Service, Catering, Hospitality, Inventory Management, Food Service, Cooking, Time Management, Microsoft Office, Event Planning, Banquets, Event Management, Bartending, Management, Leadership, Food
Education
Western State Colorado University 2010 — 2012
Bachelor of Arts (B.A.), Business Administration with Economics Minor
Colorado Mountain College 2008 — 2010
Associate of Arts and Sciences (A.A.S.), Ski Area Operations and Management
Transamerica July 2013 - Present
VHL Investment Group November 2009 - July 2013
Honeywell December 2008 - March 2010
Honeywell Aerospace January 2007 - December 2008
Ford Motor Company June 2006 - September 2006
Skills
Aerospace, Systems Engineering, Cross-functional Team..., Engineering, Six Sigma, Lean Manufacturing, Project Management, Product Development, Matlab, Program Management, Mechanical Engineering, Continuous Improvement, Engineering Management
Education
University of California, Los Angeles 2005 — 2006
Master of Science (MS), Mechanical Engineering
Columbia University in the City of New York 2001 — 2005
Bachelor of Science (BS), Mechanical Engineering
Hashtag Insurance Agency LLC October 2014 - Present
Workers Comp Solutions August 2009 - Present
Lenimentus November 2006 - Present
KHL Enterprises January 2005 - January 2007
First Data Corporation June 2004 - November 2006
Transamerica Tax Service 2000 - 2005
Transamerica April 1986 - June 2004
Transamerica Intellitech 1998 - 2000
Transamerica Flood Hazard Certification 1986 - 1998
Skills
Change Management, Process Improvement, Product Development, Start-ups, Strategic Planning, Program Management, Team Building, Operations Management, Six Sigma, Team Leadership, Planning, Problem Solving, Business Strategy, Cost Reduction, Business Analysis, P&L Management, Product Management, Performance Management, Risk Management, Vendor Relations, Leadership Development, IT Strategy, Coaching, Workers Compensation, Vendor Management
Education
Concordia University 1990 — 1995
BS, Business
William Paterson University of New Jersey 1980 — 1982
Oppenheimer Funds March 2015 - Present
Transamerica May 2012 - March 2015
JPMorganChase March 2007 - May 2012
Skills
Series 6, Series 7, Series 63, Mutual Funds, Retirement, Series 65, Retirement Planning, Investments, 401k, Variable Annuities, Asset Allocation, Securities, Fixed Annuities, Fixed Income, Financial Advisory, Portfolio Management, Equities, IRAs, FINRA, Alternative Investments, Life Insurance, Investment Strategies, Financial Services, Strategic Financial...
Education
Colorado State University 1997 — 2001
Bachelor of Arts (B.A.), Technical Journalism
OppenheimerFunds August 2007 - Present
OppenheimerFunds October 2000 - August 2007
Transamerica July 1996 - February 1997
Skills
Series 7, Mutual Funds, Securities, Equities, Wealth Management, Retirement Planning, Investments, Requirements Gathering, Fixed Income, SharePoint, Asset Management, Financial Services, Alternative Investments, Risk Management, Executive Management, Relationship Management, Series 63, Call Centers, Asset Managment
Education
Concordia College 1990 — 1994
BA, Business Administration and Spanish
American Heart Association September 2006 - Present
Greyhound Corporation January 2006 - September 2006
Valor Telecom September 2004 - January 2006
Jelly Belly Candy Company February 2000 - August 2004
Viking Technology, Inc / Synergetic Systems, Inc March 1997 - January 2000
MCH Entrepreneur February 1994 - March 1997
Republic Insurance Company June 1992 - June 1994
Home Insurance Company June 1990 - June 1992
Chubb and Son, Inc June 1988 - June 1990
TransAmerica June 1986 - June 1988
Skills
Windows Server, Microsoft SQL Server, Management, Disaster Recovery, Vendor Management, Databases, SharePoint, Troubleshooting, System Administration, Data Warehousing, Business Intelligence, Visio, Strategy, Marketing, Process Improvement, SDLC, Business Analysis, Data Modeling, Database Design, Enterprise Architecture, IT Management, Integration, Program Management, Software Documentation
Education
Colorado Technical University 2007 — 2008
Master of Science in Management, Information Technology Management
Occidental College 1982 — 1986
Bachelor of Arts, Mathematics/Computer Science
Transamerica March 2013 - Present
Transamerica November 2011 - March 2013
Transamerican Life Insurance Company November 2010 - October 2011
National Health Insurance Company 1999 - February 2011
Pioneer Life Insurance Company 1993 - 1999
Skills
Insurance, Microsoft Excel, Microsoft SQL Server, Oracle SQL, AS400 system, Quality Center, Kanban, Agile Methodologies, Avaya, Data Warehousing, Databases, Report Writing, MS Excel Pivot Tables, Crystal Reports, SSRS, SSIS, SSAS 2008, Business Intelligence
Education
Dallas County Community College 2001 — 2007
Radian September 2008 - Present
Wilmington Finance July 2001 - June 2008
Equicredit 1993 - 1999
Transamerica 1992 - 1994
Skills
Risk Management, Credit, Credit Analysis, Insurance, Loans, Fraud, Financial Analysis, Mortgage Lending, Mortgage Underwriting, Consumer Lending, Underwriting, Mortgage Banking, Banking, Leadership, Financial Services, Loss Mitigation, Loan Origination, Financial Risk, Refinance, Residential Mortgages, FHA, FHA financing, Credit Risk, USDA
Education
Delaware Valley University 1988 — 1992
Notre Dame High School 1984 — 1988
Transamerica 2011 - Present
Jackson National Life 2009 - 2011
Jackson National Life 2007 - 2009
MetLife 1998 - 2007
Skills
Fixed Annuities, Sales Operations, New Business Development, Life Insurance, Insurance
Education
Colorado Christian University 1991 — 1995
T-Mobile Leadership Development ManagerT-Mobile USA2007 - Present
Transamerica/First American 1998 - 2007
Transamerica / AEGON / First American 1996 - 2006
Transamerica 1997 - 2000
Transamerica 1990 - 2000
Education
Dallas Baptist University 2000 — 2008
CME Group January 2012 - Present
CME Group May 2008 - Present
CME March 2004 - May 2008
Transamerica November 1998 - August 2005
Skills
Information Security, SDLC, Vendor Management, Risk Management, Security, Internal Audit, Disaster Recovery, IT Strategy, Data Center, Enterprise Risk..., Governance, Identity Management, Business Analysis, IT Management, Sarbanes-Oxley Act, IT Audit, Information Security..., Information Technology, Business Continuity, Financial Analysis, Cloud Security, Cloud Applications, Cloud Computing IaaS, Cloud Computing
Education
Concordia University Chicago
Bachelor of Arts (B.A.), Accounting and Business/Management, Theology
Keller Graduate School of Management of DeVry University
Masters, MISM
IBM December 2011 - Present
IBM February 2010 - November 2011
IBM April 2008 - January 2010
IBM August 2005 - March 2008
IBM October 2002 - July 2005
IBM May 2001 - September 2002
IBM September 1999 - April 2001
Transamerica January 1991 - December 1996
Skills
Sales Operations, Pricing Strategy, P&L Management, Budgeting, Optimization, Financial Systems, Pricing, Financial Management, Financial Analysis, Forecasting, Financial Modeling, Business Strategy, Business Analytics, Essbase, Analytics, Business Modeling, Business Transformation, Business Analysis, Financial Planning, Cross-functional Team..., Program Management, Analysis, CRM, Budgets, Managerial Finance, Strategic Planning, Management, Corporate Finance, Strategic Financial..., Process Improvement, Financial Reporting, SAP, Business Intelligence, Executive Management, Acquisition Integration, Hyperion Enterprise, Leadership, Competitive Analysis, Business Process..., Start-ups, Finance, Professional Services, Risk Management, Strategic Partnerships, Strategy, Financial Forecasting, Sales, Mergers & Acquisitions, Management Consulting, Business Planning
Education
Cornell University - S.C. Johnson Graduate School of Management 1997 — 1999
MBA
University of California, Berkeley
BA
Teleflex Medical September 2005 - Present
Alliance Data Systems December 2004 - September 2005
Texas Department of Criminal Justice 2004 - 2004
Walgreens Distribution Center 2003 - 2004
Transamerica 1999 - 2003
Texas Scottish Rite Hospital 1996 - 1998
Education
Dallas Baptist University 2000 — 2007
9News April 2011 - Present
Transamerica August 2004 - April 2011
Skills
Graphic Design, Illustration, InDesign, Brochures, Photoshop, Illustrator, Graphics, Direct Mail, Video Editing, After Effects, Premiere, Adobe Acrobat, QuarkXPress, Flash, CSS, Logo Design, Typography, Facebook, Advertising, Corporate Identity, HTML, HTML + CSS, Dreamweaver, Mac, Social Media, Marketing
Education
Colorado State University 1999 — 2004
BFA, Graphic Design and Media Studies
GE Capital April 2010 - Present
Baxter Healthcare March 2009 - April 2010
GE Commercial Finance January 2004 - July 2008
Transamerica September 2001 - January 2004
GE Financial Assurance March 1993 - May 2001
Skills
Problem Solving, Documentation, Process Improvement, Microsoft Office, Inventory Management, Research, Financial Reporting, Financial Modeling, Financial Analysis, Management, Training, Business Process, Project Planning, Time Management, Analysis, Risk Management, Business Process..., Forecasting, Strategy, Vendor Management, Financial Risk
Education
Columbia College 2012 — 2015
Bachelor, Finance and Accounting, 4.0
McHenry County College 2001 — 2012
Associates, Accounting
Columbia College
Master's degree, Business Administration and Management, General
Hudson's Bay Company February 2015 - Present
DesleeClama North America May 2014 - January 2015
Sears Canada September 2012 - May 2014
Sears Canada September 2011 - August 2012
Simmons Canada August 2004 - September 2011
Cantrex Group January 2003 - August 2004
Transamerica February 1999 - December 2003
Scotiabank November 1996 - January 1999
Skills
Retail, Forecasting, Profitability, Merchandising, Vendor, Promotions, Selling, Sales Management, Strategic Planning, Negotiation, Marketing Strategy, Product Development, Account Management, Customer Relations, Purchasing, P&L Management, Executive Management, Sourcing, Team Building, Vendor Relations, New Business Development, Budgeting, Customer Service, Key Account Management, B2B, Retail Management, Product Management, Business Strategy, Strategy, Profit, Management, Budgets, Product Marketing, Sales, Leadership, Marketing, Business Development, P&L, Training, Advertising, Inventory Management, Program Management, Business Planning, Sales Operations, Sales Presentations, Strategic Communications
Education
Conestoga College 1993 — 1996
Business Management Studies
Voya Financial June 2013 - Present
Transamerica October 2010 - January 2013
Bank of America October 2007 - November 2008
Pioneer Investments August 2000 - October 2007
Skills
Mutual Funds, Legal Research, SEC filings, Legal Writing, 1940 Act, Business Process..., Securities Regulation, Project Management, SEC Filings, Due Diligence
Education
Bridgewater State Univeristy 2009 — 2010
Graduate Accounting
Columbia College Chicago
B.A., Liberal Arts
University of California, San Diego
MFA, Visual Arts
Transamerica December 2012 - Present
Transamerica April 2008 - December 2012
Jackson National Life June 2005 - April 2008
Jackson February 2005 - May 2005
Jackson February 2003 - February 2005
ING SOUTHLAND LIFE February 2000 - November 2002
Skills
Series 63, Fixed Annuities, Variable Annuities, Series 6, Retirement, Series 7, Life Insurance, Retirement Planning, Underwriting, Insurance, New Business Development, Life Insurance Licensed
Education
Colorado State University 1900 — 1904
BS, Exercise and Sports Science
College of Applied
B.S, Exercise and Sport Science; Sports Medicine; Human Science
Equitable Life January 2015 - Present
Equitable Life January 2013 - January 2015
Manulife Financial April 2008 - January 2013
Foresters 2004 - 2008
Transamerica 2002 - 2004
Transamerica 2000 - 2004
Genysis Financial 2000 - 2001
Prudential Insurance 1990 - 1995
Skills
Risk Management, Underwriting, Risk Mitigation, Process Improvement, Insurance, Enterprise Risk..., Business Process..., Project Coordination, Reinsurance, Risk Assessment, Risk Analytics, Risk identification, Risk Monitoring, Risk Frameworks, Auditing, Compliance, Businss Contingency..., Coaching, Mentoring, Team Leadership
Education
Dalhousie University 2004 — 2007
MBA, Financial Services
Queen's University 1986 — 1990
Bachelor of Arts Honours Degree (B.A.), Psychology and Sociology
Branksome
Branksome
Branksome
Plum Creek Golf & Country Club November 2014 - Present
SW Greens Management May 2014 - November 2014
Transamerica January 2013 - May 2014
Skills
Mutual Funds, PowerPoint, Investments, Insurance, Sales, Retirement Planning, Customer Service, Financial Services, Life Insurance, Finance, Financial Analysis, Financial Planning
Education
Colorado State University 2008 — 2012
Bachelor's degree, Finance, General
MetLife July 2015 - Present
Transamerica February 2013 - June 2015
Columbia Athletic Department September 2010 - December 2011
Met Life June 2011 - August 2011
Met Life January 2011 - March 2011
Skills
VBA, Statistics, Microsoft Excel, R, Java, MoSes, Actuarial Science
Education
Columbia University in the City of New York 2010 — 2012
MS, Actuarial
University at Albany, SUNY 2007 — 2011
Epiphany Mutual Funds June 2011 - Present
Foxhall Capital Management April 2010 - June 2011
Federated Investors July 2008 - February 2009
Transamerica September 2004 - July 2005
Curian Capital 2002 - 2003
Invesco Mutual Funds 1996 - 2002
INVESCO 1996 - 2002
Skills
Separately Managed..., Investments, 401k, Mutual Funds, Territory, Cold Calling, Series 6, Annuities, Series 7, Wealth Management, Alternative Investments, Retirement Planning, Channel, ETFs, Customer Relations, Series 63
Education
Connecticut College 1988 — 1992
Bach. of Arts, eCONOMICS
Prudential Financial September 2015 - Present
Transamerica May 2011 - Present
AEGON- Transamerica Life & Protection November 2010 - May 2011
Villanova University August 2006 - May 2008
Chinese Communications and Transportation September 2005 - April 2006
Skills
Oracle, Database Design, SQL, Actuarial Science, Access, Valuation, Insurance, Databases, Testing, Visual Studio, Teaching
Education
Villanova University 2006 — 2008
M.S, Computer Science
Dalian Maritime University
B.S, Computer Science
Transamerica November 2006 - Present
Colorado Brokerage Group April 2006 - November 2006
2005 - 2006 Colorado Brokerage Group, Inc August 2005 - April 2006
Education
Cornell College 2000 — 2004
B.A., International Relations and French Lit
The Cooperators November 2009 - Present
Transamerica July 2007 - November 2009
Empire Financial July 2005 - July 2007
Standard Life August 2004 - July 2005
Skills
Life Insurance
Education
Concordia University 1995 — 1998
Dawson College 1993 — 1995
John F. Kennedy High School 1989 — 1992
William Hingston High School 1987 — 1988
American Computer Services June 2010 - Present
AEGON Americas 2000 - 2009
Transamerica 2000 - 2009
Amerillium Systems 2006 - 2006
Policy Management Services Corporation (PMSC) 1992 - 1999
Occidental Life of North Carolina 1984 - 1993
MCM Corporation 1980 - 1993
Security Life of Denver 1971 - 1984
Skills
CyberLife, SDLC, Business Analysis
Education
Colorado College 1968 — 1972
B.A., Art History
Transamerica June 2014 - April 2015
Lockheed Martin January 2013 - April 2014
Gavilon LLC August 2012 - December 2012
Raytheon December 2010 - July 2012
Coventry Health Care August 2007 - July 2009
Mutual of Omaha July 2000 - September 2007
First Data Corporation October 1988 - February 2000
Mutual of Omaha March 1978 - September 1988
Skills
Informatica Development, SQL, Data Warehousing, Data Analysis, Data Modeling, Requirements Gathering, Requirements Analysis, Problem Solving, Process Improvement, SDLC, Software Documentation, IBM Mainframe, COBOL, Windows, MS Office, Visio
Education
Creighton University
Psychology, Sociology, Information Systems, Pre-Med
University of Nebraska at Omaha
Psychology, Business, Information Systems
Transamerica December 2014 - Present
Transamerica February 2013 - December 2014
AIG November 2012 - February 2013
AIG July 2012 - August 2012
NYC Health and Hospitals Corporation February 2012 - July 2012
The Goodyear Tire & Rubber Company June 2009 - August 2009
Skills
SAS, Microsoft Office, Matlab, Visual Basic, R, SPSS, SQL, Statistics, Probability and..., Regression Analysis, Stochastic Processes, Time Series Analysis, Biostatistics, Data Mining, JMP, VBA
Education
Columbia University in the City of New York 2011 — 2013
Master, Statistics
Iowa State University 2008 — 2011
BS, Statistics, 3.81
The Regis Company September 2014 - Present
BioScrip April 2013 - September 2014
KPA LLC February 2013 - April 2013
CORHIO February 2012 - January 2013
CORHIO 2010 - March 2012
Transamerica November 2006 - March 2010
Colorado Brokerage Group April 2006 - October 2006
Colorado Brokerage Group August 2005 - April 2006
Skills
Microsoft Office, Healthcare, Healthcare Information..., Process Improvement, Visio, Program Management, Data Analysis, HIPAA
Education
Cornell College 2000 — 2004
BA, International Relations
State Farm June 2014 - Present
Transamerica July 2007 - June 2014
Compass Bank 2002 - 2007
Academy Bank 2001 - 2002
U.S. Bank 1995 - 2001
Skills
Relationship Management, Mutual Funds, Series 6, Series 63, Investments, Management, Bank Management, Investment Banking, Banking, Retail Banking, Consumer Lending, Mortgage Lending, Insurance, Cross Selling, Financial Advisory, Sales, Retirement Planning, Lines Of Credit, Life Insurance, Small Business Lending, IRAs, Credit, Loan Origination, Variable Annuities, Life, Residential Mortgages, Fixed Annuities
Education
Colorado State University-Pueblo 1993 — 1997
BS, Business Management
Ottumwa Regional Health Center April 2015 - Present
Transamerica December 2013 - March 2014
GE Capital August 2008 - October 2013
2nd Story Tax Software, Inc November 2012 - February 2013
Citigroup February 2003 - July 2008
Associates First Capital Corporation November 1999 - January 2003
Chase Bank July 1998 - November 1999
Bank Surya February 1991 - April 1993
Skills
Auditing, Account Reconciliation, Tax Accounting, Sales & Use Tax, Process Improvement, Public Speaking, Customer Service, Property Tax, Internal Audit, Personal Income Tax..., Tax Withholding, Fixed Assets, Prepaid Expenses
Education
Dallas Baptist University 2007 — 2009
Master of Arts (M.A.), Accounting
Dallas Baptist University 1995 — 1997
Bachelor of Applied Science (B.A.Sc.), Interdisciplinary Studies
Christ for The Nations Institute 1993 — 1995
Associate's degree, Practical Theology
University of Krisnadwipayana 1985 — 1990
Bachelor's degree, Business/Managerial Economics - Marketing
Allen College July 2014 - Present
Transamerica January 2014 - June 2014
Great-West Life June 2012 - January 2014
JPMorgan Chase April 2011 - June 2012
Skills
Customer Service, Organization, Teamwork, Marketing Strategy, Leadership, 401k, Account Servicing, Time Management, Employee Benefits, Training, Microsoft Excel, Coaching, Process Improvement, Management, Microsoft Office, Social Media, Event Management, Public Speaking, Event Planning, PowerPoint
Education
Colorado State University 2007 — 2010
Bachelor of Science, Business Administration; Marketing
Pikes Peak Community College
Prospect Mortgage, LLC 2013 - 2013
Raytheon Space and Airborne Systems November 2005 - July 2012
Arrow Electronics May 2004 - July 2005
American Golf Corporation July 2002 - January 2004
Various small businesses January 2001 - May 2002
Airport Group International (AGI) March 1996 - August 2000
Transamerica January 1995 - February 1996
Glendale Federal Bank April 1994 - December 1994
Bank of America April 1993 - April 1994
Deloitte & Touche January 1989 - April 1993
Skills
Accounting, General Ledger, Variance Analysis, Financial Reporting, Budgets, Financial Modeling, QuickBooks, Accounts Payable, Tax, Account Reconciliation, Process Improvement, Microsoft Excel, Financial Accounting, Auditing, Budget, GAAP, Cost Accounting, Finance
Education
De La Salle University
Bachelor of Science (BS), Accounting
DuPont January 2005 - Present
DuPont October 2001 - Present
DuPont May 2000 - Present
TRANSAMERICA September 1999 - May 2000
NUMANCO(SEABROOK STATION NEW HAMPSHIRE January 1997 - May 1997
Skills
P&ID, HAZOP, Coatings, Process Safety, Petrochemical, DCS, Factory, Chemical Engineering, Polymers, Process Engineering, Root Cause Analysis, Refinery, Instrumentation, Six Sigma, Commissioning, Plant Maintenance, Process Optimization, Industrial Safety, Continuous Improvement, Process Simulation, Safety Management..., Chemistry, Plant Operations
Education
Columbia Southern University 2014 — 2015
Occupational Safety and Health Technology/Technician
ITI Technical College 1995 — 1996
INDUSTRIAL INSTRUMENTATION, Instrumentation Technology/Technician, A
doTERRA International LLC June 2015 - Present
Transamerica 1999 - 2000
Trinity International University 1997 - 1998
Skills
Investments, Microsoft Excel, Microsoft Office, Portfolio Management, Asset Managment, Negotiation, Sales Management, Editing, Event Planning, Leadership, Management, Public Speaking
Education
Columbia International University 1994 — 1997
Bachelor of Science (BS), Bible/Biblical Studies/Intercultural Studies
University of South Carolina-Columbia 1992 — 1994
Transamerica March 2015 - Present
Qualified Pension Services, Inc. May 2012 - February 2015
Odell & Associates, LLC November 2011 - April 2012
OppenheimerFunds May 2006 - October 2011
Great-West Life and Annuity Insurance Company December 1999 - May 2006
Skills
Retirement, 401k, Team Building, Mutual Funds, Series 63, Retirement Sales, Qualified Retirement..., Maintaining Business..., Attention To Detail, FINRA Series 6, FINRA Series 63, Multita, Customer Service, Asset Management, Problem Solving, Investments, 14 years of Retirement..., Contribution..., Compliance, Proposal Support, Customer Relations, Outgoing, Team Leadership, Thinking Outside The Box, Team Motivator, Microsoft Office, Asset Allocation, Series 6, IRAs, Retirement Planning, Fixed Annuities, Investment Advisory, Securities, Training
Education
Metropolitan State College of Denver 1994 — 1998
B.A., Psychology
Colorado State University 1993 — 1994
General Studies
Transamerica Financial Life Insurance Company August 2009 - Present
Transamerica 1989 - Present
United States Air Force August 1982 - April 1989
Skills
Vendor Management, Process Improvement, Risk Management, Operations Management, Asset Managment, Contract Management, Asset Management, Project Management, Management, Budgets, Change Management, Training, Business Analysis, Team Building, Program Management, Analysis, Business Process..., Outsourcing
Education
Embry-Riddle Aeronautical University
Professional Aeronautics
Immaculata University
Business
Community College of the Air Force
Flight Engineering Technology
Transamerica May 2011 - Present
Skills
Sales, Insurance, Life Insurance, Sales Management, Fixed Annuities, Account Management, Cold Calling, Customer Service, Direct Sales, Retirement Planning, Mutual Funds, Sales Process
Education
Dakota State University 2006 — 2011
Bachelor's degree, Kinesiology and Exercise Science
Transamerica September 1999 - Present
Education
Colorado School of Mines
Master of Science (MS), Mathematics and Computer Science
Cornell College
Bachelor's degree, Computer Science / Classical Studies
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration (MBA), Finance, General
Gold's Gym January 2009 - Present
Inches-A-Weigh USA LLC October 2007 - January 2009
Benjamin Moore & Co. March 2003 - September 2007
Aegon February 2000 - January 2003
Transamerica January 1997 - April 2000
Skills
Project Management, Creative Problem Solving, Employee Training, Instructor-led Training, Client Education, Client Relations Skills, Hiring, New Hire Processes, Newsletters, Copy Editing, Technical Writing, Inventory Management, Field Marketing, Product Marketing, Marketing, Microsoft Office, Ariba, DataTrak
Education
County College of Morris 1988 — 1999
Hummanities Social Science, Psychology
Rutgers, The State University of New Jersey - Rutgers Business School 1990 — 1990
Planning & Zoning Certificate, Land Use Planning and Management/Development
H&R Block Franchise January 2014 - Present
Transamerica April 2011 - April 2012
Comcast Cable September 2008 - September 2009
Education
Community College of Aurora 2007 — 2012
Associate of Arts (A.A.), Business Administration and Management, General
Overland High School 2002 — 2006
Grace Health 1999 - Present
Transamerica October 1990 - July 1999
Education
Cornerstone University 1973 — 1977
Bachelor’s Degree, Elementary Education in Calvin College combined curriculum and History
Pensacola Christian College
Master’s Degree, Sacred Music
Western Michigan University
Master’s Degree, Elementary Education