Transamerica Company

Industry: Insurance company

Description

The 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
Dalia Lakiss Dalia Lakiss Montreal, Canada Area Details
Dalia Lakiss's Transamerica Experience April 2002 - April 2004
Job Supervisor of Contracting, Commissions and In house Services at Copoloff Insurance Agencies Inc.
Industry Insurance
Experience
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)

Brian Florey Brian Florey Englewood, Colorado Details
Brian Florey's Transamerica Experience July 2012 - November 2013
Job VP Business Development at Transamerica
Industry Financial Services
Experience
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

Heather DeLeon Heather DeLeon Arlington, Texas Details
Heather DeLeon's Transamerica Experience June 2013 - February 2015
Job HR Business Partner at Virbac
Industry Human Resources
Experience
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

Steve Erickson PMP, MBA Steve Erickson PMP, MBA Greater Denver Area Details
Steve Erickson PMP, MBA's Transamerica Experience March 2015 - Present
Job Intermediate Project Manager at Transamerica
Industry Banking
Experience
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

Robert Banhagel Robert Banhagel Columbus, Ohio Area Details
Robert Banhagel's Transamerica Experience January 1990 - January 1994
Job Chief Operations Officer Skye Closings
Industry Executive Office
Experience
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

Vanessa Carrasco Vanessa Carrasco Cedar Rapids, Iowa Area Details
Vanessa Carrasco's Transamerica Experience November 2014 - Present
Job New Business Representative at Transamerica
Industry Libraries
Experience
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

Nan Simon Nan Simon Greater New York City Area Details
Nan Simon's Transamerica Experience 1981 - 1984
Job Global IT Program Manager at Novartis Pharmaceuticals
Industry Pharmaceuticals
Experience
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

Jamie Grimes Jamie Grimes Cedar Rapids, Iowa Area Details
Jamie Grimes's Transamerica Experience March 2014 - Present
Job New Business Leader at Transamerica
Industry Insurance
Experience
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

Pui Kalyanamitra Pui Kalyanamitra Greater Denver Area Details
Pui Kalyanamitra's Transamerica Experience March 2011 - Present
Job Regional Vice President at Transamerica Capital
Industry Investment Management
Experience
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

Nicholas Darschewski Nicholas Darschewski Brighton, Colorado Details
Nicholas Darschewski's Transamerica Experience March 2015 - Present
Job Predictive Modeler at Transamerica
Industry Banking
Experience
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

Michael Capricciuolo Michael Capricciuolo Fort Worth, Texas Details
Michael Capricciuolo's Transamerica Experience December 2011 - March 2013
Job Medicare Specialsit/Money Coach/Health Insurance Specialist
Industry Insurance
Experience
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

David Motherwell David Motherwell Greater Chicago Area Details
David Motherwell's Transamerica Experience March 1977 - September 1984
Job Sterling Relocation
Industry Outsourcing/Offshoring
Experience
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

Linda Filep Linda Filep Tucson, Arizona Area Details
Linda Filep's Transamerica Experience 2000 - 2002
Job Human Resources Manager at Mister Car Wash
Industry Human Resources
Experience
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

Jennifer Ironside Jennifer Ironside Cedar Rapids, Iowa Details
Jennifer Ironside's Transamerica Experience October 2006 - Present
Job Attended Cornell College
Industry
Experience
Transamerica   October 2006 - Present

Education
Cornell College   2000 — 2004

David Crotty, CRPC David Crotty, CRPC Dallas/Fort Worth Area Details
David Crotty, CRPC's Transamerica Experience May 2009 - January 2011
Job Regional Vice President at Ascensus
Industry Financial Services
Experience
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

Rand Moritzky, CIC, CRM, AU Rand Moritzky, CIC, CRM, AU Greater Denver Area Details
Rand Moritzky, CIC, CRM, AU's Transamerica Experience 1979 - 1983
Job National Program Director
Industry Insurance
Experience
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

Cole Manternach Cole Manternach Omaha, Nebraska Details
Cole Manternach's Transamerica Experience May 2012 - August 2013
Job Investment Analyst Intern at NorthMarq Capital
Industry Real Estate
Experience
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

Shi Xia Shi Xia Greater Los Angeles Area Details
Shi Xia's Transamerica Experience August 2014 - Present
Job Financial Analyst at Transamerica
Industry Financial Services
Experience
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

Raleigh Smith Raleigh Smith Greater Denver Area Details
Raleigh Smith's Transamerica Experience May 2015 - Present
Job Sales Desk Assistant at Transamerica
Industry Financial Services
Experience
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

Steve Smerjac Steve Smerjac Greater Atlanta Area Details
Steve Smerjac's Transamerica Experience January 1992 - January 2003
Job Consultant at Aurora Management Partners
Industry Management Consulting
Experience
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

Dr. Virginia Vargas, DM Dr. Virginia Vargas, DM Greater Chicago Area Details
Dr. Virginia Vargas, DM's Transamerica Experience 1989 - 1996
Job Sr. Strategic Program Manager
Industry Management Consulting
Experience
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

Nancy McNamara Nancy McNamara Broomall, Pennsylvania Details
Nancy McNamara's Transamerica Experience August 2012 - September 2013
Job Office Coordinator at Catholic Relief Services
Industry Nonprofit Organization Management
Experience
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

Chi (Charles) Zhang Chi (Charles) Zhang Washington D.C. Metro Area Details
Chi (Charles) Zhang's Transamerica Experience June 2012 - Present
Job Senior Marketing Director at Transamerica Financial Advisors
Industry Financial Services
Experience
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

Elizabeth Paige, AIF® Elizabeth Paige, AIF® Greater Minneapolis-St. Paul Area Details
Elizabeth Paige, AIF®'s Transamerica Experience August 2002 - January 2007
Job Financial Consultant at Waterfront Financial Group
Industry Financial Services
Experience
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

Maria De Elizondo Maria De Elizondo Dallas, Texas Details
Maria De Elizondo's Transamerica Experience February 2011 - Present
Job Financial Advisor, Investments
Industry Financial Services
Experience
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

Kathy Schaeffer Kathy Schaeffer Greater Philadelphia Area Details
Kathy Schaeffer's Transamerica Experience March 1978 - August 1981
Job Account Manager at Rutherfoord
Industry Insurance
Experience
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

Brett Mauzy Brett Mauzy Greater Denver Area Details
Brett Mauzy's Transamerica Experience March 2014 - Present
Job VP Analytics at Transamerica
Industry Financial Services
Experience
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

James Frizzell James Frizzell Dallas/Fort Worth Area Details
James Frizzell's Transamerica Experience July 2001 - Present
Job App Dev Team Lead at Transamerica Life & Protection
Industry Insurance
Experience
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

Eric Kyere Eric Kyere New York, New York Details
Eric Kyere's Transamerica Experience May 2011 - Present
Job Partner at Transamerica Financial
Industry Financial Services
Experience
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

Abe Monis Abe Monis Greater New York City Area Details
Abe Monis's Transamerica Experience November 1997 - Present
Job Pension Services Consultant/CEBS at TransAmerica
Industry Financial Services
Experience
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

Jueleine Williams Jueleine Williams Malvern, Pennsylvania Details
Jueleine Williams's Transamerica Experience February 2011 - April 2012
Job Purchasing and Financial Administrator at GasBreaker
Industry Oil & Energy
Experience
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

Carissa Miller Carissa Miller Washington D.C. Metro Area Details
Carissa Miller's Transamerica Experience December 2014 - Present
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
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

Dan Mountain Dan Mountain Greater Denver Area Details
Dan Mountain's Transamerica Experience 2008 - Present
Job Internal Wholesaler
Industry Financial Services
Experience
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

Stacy Schultz Stacy Schultz San Francisco Bay Area Details
Stacy Schultz's Transamerica Experience June 1993 - September 1999
Job Senior Vice President, Marketing
Industry Financial Services
Experience
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

David Smiley David Smiley Dubuque, Iowa Area Details
David Smiley's Transamerica Experience April 2015 - April 2015
Job Independent Consultant at None
Industry Computer Software
Experience
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

Yanan (Frankie) Zhao Yanan (Frankie) Zhao Baltimore, Maryland Area Details
Yanan (Frankie) Zhao's Transamerica Experience January 2015 - Present
Job
Industry Insurance
Experience
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

Saira Taylor Saira Taylor United States Details
Saira Taylor's Transamerica Experience January 2015 - Present
Job Marketing Account Manager for Advanced Markets at Transamerica
Industry Financial Services
Experience
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

Marc Velez Marc Velez Colorado Springs, Colorado Details
Marc Velez's Transamerica Experience April 2012 - Present
Job Hiring Manager at Transamerica
Industry Financial Services
Experience
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

Steve Cain Steve Cain Greater Chicago Area Details
Steve Cain's Transamerica Experience March 1999 - February 2004
Job Principal at Greenspire Capital
Industry Commercial Real Estate
Experience
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

Alex Jean Alex Jean Greater New York City Area Details
Alex Jean's Transamerica Experience May 2013 - August 2013
Job Consultant at GENPACT
Industry Capital Markets
Experience
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

Virgile Kpodar Virgile Kpodar Toronto, Canada Area Details
Virgile Kpodar's Transamerica Experience June 2013 - April 2014
Job Senior Database Marketing Analyst at CIBC
Industry Banking
Experience
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

Andrea Palten Andrea Palten Greater Denver Area Details
Andrea Palten's Transamerica Experience November 2000 - October 2003
Job Director of Marketing at TRELORA
Industry Internet
Experience
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

Rich Beller, PMP Rich Beller, PMP Dallas/Fort Worth Area Details
Rich Beller, PMP's Transamerica Experience February 1990 - August 1992
Job Enterprise Risk Manager at HarleyDavidson Financial Services
Industry Financial Services
Experience
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

Bill Zdinak Bill Zdinak Greater Denver Area Details
Bill Zdinak's Transamerica Experience June 2014 - Present
Job Vendor Oversight and Fund Operations Specialist at Transamerica
Industry Financial Services
Experience
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

Michele D Michele D Greater Chicago Area Details
Michele D's Transamerica Experience February 1995 - January 1999
Job AR/AP Cash Applications & Collections
Industry Accounting
Experience
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

Roohi Ahuja Roohi Ahuja Iowa City, Iowa Area Details
Roohi Ahuja's Transamerica Experience March 2015 - Present
Job Project Manager
Industry Telecommunications
Experience
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

Yegang Wu Yegang Wu New York, New York Details
Yegang Wu's Transamerica Experience January 2013 - July 2013
Job Quantitative Research Analyst at J.P. Morgan Asset Management
Industry Financial Services
Experience
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

Youting (Jasmine) Lan Youting (Jasmine) Lan Baltimore, Maryland Details
Youting (Jasmine) Lan's Transamerica Experience September 2015 - Present
Job Actuarial Analyst at Transamerica
Industry Banking
Experience
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

Dan Mountain Dan Mountain Denver, Colorado Details
Dan Mountain's Transamerica Experience September 2008 - Present
Job Wholesaler at Transamerica
Industry Financial Services
Experience
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

Erica Kelley Erica Kelley Greater Denver Area Details
Erica Kelley's Transamerica Experience March 2008 - February 2011
Job Director of Marketing at Castle & Cooke Mortgage, LLC
Industry Financial Services
Experience
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

Bridget Addison Bridget Addison Greater Chicago Area Details
Bridget Addison's Transamerica Experience June 1998 - June 2002
Job Senior Loan Officer at Lending Solutions
Industry Financial Services
Experience
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

Tom Beyers Tom Beyers Dallas/Fort Worth Area Details
Tom Beyers's Transamerica Experience March 2011 - January 2013
Job Ericsson
Industry Information Technology and Services
Experience
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

Ashok Gangolli Ashok Gangolli Greater New York City Area Details
Ashok Gangolli's Transamerica Experience 1987 - 1989
Job Founder / Principal at Gramercy Consulting Group LLC
Industry Investment Management
Experience
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

Star Taylor Star Taylor Dallas/Fort Worth Area Details
Star Taylor's Transamerica Experience October 1999 - May 2001
Job Server Engineer at Bank of America
Industry Information Technology and Services
Experience
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

Bruce Formhals Bruce Formhals Summerville, South Carolina Details
Bruce Formhals's Transamerica Experience January 2015 - Present
Job Insurance Representative
Industry Insurance
Experience
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

Shandra Loomis, MBA Shandra Loomis, MBA Greater Denver Area Details
Shandra Loomis, MBA's Transamerica Experience January 2014 - July 2014
Job MBA Graduate at The University of Denver
Industry Information Technology and Services
Experience
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

Eric Bonilla Eric Bonilla Warrington, Pennsylvania Details
Eric Bonilla's Transamerica Experience January 2011 - October 2012
Job Warrington Allstate Insurance Agency Inc.
Industry Insurance
Experience
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

Taylor Markowski Taylor Markowski Fort Collins, Colorado Details
Taylor Markowski's Transamerica Experience June 2015 - August 2015
Job Aspiring Finance Professional
Industry Financial Services
Experience
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

Andrew MacQueen Andrew MacQueen Louisville, Colorado Details
Andrew MacQueen's Transamerica Experience August 2012 - Present
Job Vice President Marketing, Transamerica Capital
Industry Financial Services
Experience
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

Cheyenne Kerres Cheyenne Kerres Cedar Rapids, Iowa Area Details
Cheyenne Kerres's Transamerica Experience 2006 - 2007
Job Channel Manager at Crystal Group
Industry Computer Hardware
Experience
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

Thomas Tully Thomas Tully Trenton, New Jersey Details
Thomas Tully's Transamerica Experience December 2012 - February 2013
Job Senior Parole Officer at New Jersey State Parole Board, Sex Offender Management Unit
Industry Military
Experience
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

Reece Elliott Reece Elliott Fort Collins, Colorado Details
Reece Elliott's Transamerica Experience May 2015 - August 2015
Job Sales Desk Assistant Intern
Industry Financial Services
Experience
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

James Mosley James Mosley Greater Denver Area Details
James Mosley's Transamerica Experience September 2013 - Present
Job Internal
Industry Financial Services
Experience
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

Saadia Holland Saadia Holland Greater Los Angeles Area Details
Saadia Holland's Transamerica Experience 2013 - Present
Job Travel
Industry Financial Services
Experience
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

Marc Cahn Marc Cahn Wellesley Hills, Massachusetts Details
Marc Cahn's Transamerica Experience 2001 - Present
Job Division General Counsel at Transamerica
Industry Investment Management
Experience
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

eric chrisman eric chrisman Clarksville, Tennessee Details
eric chrisman's Transamerica Experience May 2015 - Present
Job Equal Opportunity Advisor at US Army
Industry Military
Experience
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

Desiree Belmarez Desiree Belmarez Windsor, Colorado Details
Desiree Belmarez's Transamerica Experience March 2015 - Present
Job Underwriter at Transamerica
Industry Insurance
Experience
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

Otis Jones Otis Jones Monroe, Michigan Details
Otis Jones's Transamerica Experience January 2015 - June 2015
Job Graduate from Upper Iowa University
Industry Mental Health Care
Experience
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

Matthew Rardon, PMP Matthew Rardon, PMP Greater Denver Area Details
Matthew Rardon, PMP's Transamerica Experience January 2013 - April 2013
Job Cyber Security Systems Engineer at Oakman Aerospace, Inc.
Industry Information Technology and Services
Experience
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

Molly Stuelke Molly Stuelke Center Point, Iowa Details
Molly Stuelke's Transamerica Experience June 2012 - April 2013
Job Park and Recreation Coordinator for the City of Center Point
Industry
Experience
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

Craig Girrens Craig Girrens Denver, Colorado Details
Craig Girrens's Transamerica Experience June 2015 - Present
Job Internal Sales Assistant at Transamerica
Industry Financial Services
Experience
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

Avery Holmes Avery Holmes Brownsburg, Indiana Details
Avery Holmes's Transamerica Experience August 2015 - Present
Job Training Associate at Transamerica
Industry Food Production
Experience
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

Brie (Kwit) Steffes Brie (Kwit) Steffes Cedar Rapids, Iowa Area Details
Brie (Kwit) Steffes's Transamerica Experience March 2015 - Present
Job Lead Human Resources Generalist at Transamerica
Industry Insurance
Experience
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

Russ Seals Russ Seals Dallas/Fort Worth Area Details
Russ Seals's Transamerica Experience 1990 - 1996
Job Professional Services/IT Solutions Industry Executive
Industry Information Technology and Services
Experience
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

Kathryn Milhous Kathryn Milhous Kansas City, Missouri Details
Kathryn Milhous's Transamerica Experience January 1977 - July 2004
Job Receiving Associate at WalMart
Industry Retail
Experience
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

Star Taylor Star Taylor Dallas/Fort Worth Area Details
Star Taylor's Transamerica Experience January 1999 - January 2001
Job iSeries Security Engineer at AIG
Industry Financial Services
Experience
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

Pat Melchert Pat Melchert Cedar Rapids, Iowa Details
Pat Melchert's Transamerica Experience January 1993 - January 2012
Job Director/AVP Administration at Transamerica
Industry Financial Services
Experience
Transamerica Life Insurance Company  2012 - Present
Transamerica   January 1993 - January 2012

Education
Cornell College   1985 — 1988
BA, Business

Mount Vernon

Mount Vernon

Mathew Moberg Mathew Moberg Allen, Texas Details
Mathew Moberg's Transamerica Experience July 2012 - Present
Job Premium Supervisor at Transamerica
Industry Insurance
Experience
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

Cheryl Hairston Cheryl Hairston Streetsboro, Ohio Details
Cheryl Hairston's Transamerica Experience June 2005 - June 2008
Job Client Relations
Industry Financial Services
Experience
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

Priyanth Manjooran Priyanth Manjooran Cedar Rapids, Iowa Details
Priyanth Manjooran's Transamerica Experience July 2014 - Present
Job Staff Attorney at Transamerica
Industry Law Practice
Experience
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

Lin Ma Lin Ma Greater New York City Area Details
Lin Ma's Transamerica Experience February 2015 - April 2015
Job Master in Actuarial Science at Columbia University
Industry Insurance
Experience
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

Ashley Carlson Ashley Carlson Denver, Colorado Details
Ashley Carlson's Transamerica Experience November 2011 - February 2012
Job HR Generalist at Black Hills Corporation
Industry Oil & Energy
Experience
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

Matthew Vojta Matthew Vojta Salt Lake City, Utah Details
Matthew Vojta's Transamerica Experience July 2015 - Present
Job Financial Advisor & Ski Resort Operations Specialist
Industry Hospitality
Experience
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

Hiram Lucena Hiram Lucena Washington D.C. Metro Area Details
Hiram Lucena's Transamerica Experience July 2013 - Present
Job Senior Marketing Director at Transamerica
Industry Financial Services
Experience
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

Scott Limpert Scott Limpert Dallas/Fort Worth Area Details
Scott Limpert's Transamerica Experience April 1986 - June 2004
Job Founder Workers Comp Solutions
Industry Insurance
Experience
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

Eric Conry Eric Conry Greater Denver Area Details
Eric Conry's Transamerica Experience May 2012 - March 2015
Job Regional Advisor Consultant at Oppenheimer Funds
Industry Financial Services
Experience
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

Andrea Dvorak Castillo Andrea Dvorak Castillo Greater Denver Area Details
Andrea Dvorak Castillo's Transamerica Experience July 1996 - February 1997
Job Business Intelligence Analyst at OppenheimerFunds
Industry Financial Services
Experience
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

Malcom Hardy Malcom Hardy Dallas/Fort Worth Area Details
Malcom Hardy's Transamerica Experience June 1986 - June 1988
Job Lead Database Administrator at American Heart Association
Industry Information Technology and Services
Experience
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

Pamela Mogavero Pamela Mogavero Dallas/Fort Worth Area Details
Pamela Mogavero's Transamerica Experience March 2013 - Present
Job BI Developer/Analyst at Transamerica
Industry Insurance
Experience
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

Chris Firestone Chris Firestone Greater Philadelphia Area Details
Chris Firestone's Transamerica Experience 1992 - 1994
Job Supervisor in Loss Management Claims Fulfillment at Radian Guaranty Mortgage Insurance
Industry Financial Services
Experience
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

Brian Konkle Brian Konkle Greater Denver Area Details
Brian Konkle's Transamerica Experience 2011 - Present
Job Denver Site Leader of Operations at Transamerica
Industry Financial Services
Experience
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

Euphemia Stephenswilliams Euphemia Stephenswilliams Dallas/Fort Worth Area Details
Euphemia Stephenswilliams's Transamerica Experience 1997 - 2000
Job Leadership Development Manager at TMobile
Industry Telecommunications
Experience
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

Tim Foss Tim Foss Greater Chicago Area Details
Tim Foss's Transamerica Experience November 1998 - August 2005
Job Director of Global Information Security at CME Group
Industry Venture Capital & Private Equity
Experience
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

Jonathan Han Jonathan Han Greater New York City Area Details
Jonathan Han's Transamerica Experience January 1991 - December 1996
Job CFO IBM North America SMB, Inside Sales and MidMarket
Industry Information Technology and Services
Experience
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

Natasha Rule Natasha Rule Dallas/Fort Worth Area Details
Natasha Rule's Transamerica Experience 1999 - 2003
Job Human Resource Manager
Industry Human Resources
Experience
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

Jennifer Woodruff Jennifer Woodruff Greater Denver Area Details
Jennifer Woodruff's Transamerica Experience August 2004 - April 2011
Job 9NEWS Designer | Producer | Editor | Writer in Print, Web, and Broadcast Media
Industry Broadcast Media
Experience
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

AL Anacta AL Anacta Greater New York City Area Details
AL Anacta's Transamerica Experience 1999 - 2003
Job HQ Accounting Associate Manager at PepsiCo
Industry Accounting
Experience
PepsiCo  2007 - Present
Swiss Re  2003 - 2007
Transamerica   1999 - 2003

Skills
Financial Reporting, Consolidated Financial..., Forecasting, Auditing, Property & Casualty..., Life Insurance

Education
De La Salle University
Bachelor of Science (BSc), Accounting

Lisa Conforti Lisa Conforti Greater Chicago Area Details
Lisa Conforti's Transamerica Experience September 2001 - January 2004
Job Reporting Analyst at GE Capital
Industry Financial Services
Experience
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

Rob Thibeault Rob Thibeault Toronto, Canada Area Details
Rob Thibeault's Transamerica Experience February 1999 - December 2003
Job VP/DMM Home at Hudson's Bay Company
Industry Textiles
Experience
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

Nancy Fanning Nancy Fanning Scottsdale, Arizona Details
Nancy Fanning's Transamerica Experience October 2010 - January 2013
Job Senior Paralegal at Voya Financial
Industry Investment Management
Experience
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

Michael Sosnowski, CFP® Michael Sosnowski, CFP® Greater Denver Area Details
Michael Sosnowski, CFP®'s Transamerica Experience December 2012 - Present
Job Senior Sales Consultant, Advanced Markets at Transamerica
Industry Financial Services
Experience
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

Leslie Fleming Leslie Fleming Toronto, Canada Area Details
Leslie Fleming's Transamerica Experience 2002 - 2004
Job Chief Underwriter at Equitable Life
Industry Insurance
Experience
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

Brock Bruening Brock Bruening Fort Collins, Colorado Details
Brock Bruening's Transamerica Experience January 2013 - May 2014
Job General Manager at Plum Creek Golf Club
Industry Financial Services
Experience
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

Fen You Chen Fen You Chen Providence, Rhode Island Area Details
Fen You Chen's Transamerica Experience February 2013 - June 2015
Job Actuarial Research Consultant at MetLife
Industry Insurance
Experience
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

Michael Vedder Michael Vedder Greater Seattle Area Details
Michael Vedder's Transamerica Experience September 2004 - July 2005
Job Financial Services Professional
Industry Financial Services
Experience
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

Hui Zhu-Czukoski Hui Zhu-Czukoski Greater Philadelphia Area Details
Hui Zhu-Czukoski's Transamerica Experience May 2011 - Present
Job Actuarial assistant at AEGON
Industry Insurance
Experience
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

Meredith Pope Meredith Pope Greater Denver Area Details
Meredith Pope's Transamerica Experience November 2006 - Present
Job Executive Assistant
Industry Financial Services
Experience
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

Gino Mastrocola, ALMI, ACS Gino Mastrocola, ALMI, ACS Montreal, Canada Area Details
Gino Mastrocola, ALMI, ACS's Transamerica Experience July 2007 - November 2009
Job Senior Underwriter at The Cooperators
Industry Insurance
Experience
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

Barbara Rustad Barbara Rustad Aiken, South Carolina Details
Barbara Rustad's Transamerica Experience 2000 - 2009
Job Cyberlife Development Consultant
Industry Information Technology and Services
Experience
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

Doug Blum Doug Blum Greater Omaha Area Details
Doug Blum's Transamerica Experience June 2014 - April 2015
Job Sr Informatica Developer Available
Industry Information Services
Experience
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

Yuanxin (Cassie) Wei Yuanxin (Cassie) Wei Cedar Rapids, Iowa Area Details
Yuanxin (Cassie) Wei's Transamerica Experience December 2014 - Present
Job Intermediate Risk Analyst at Transamerica
Industry Insurance
Experience
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

Meredith Pope Meredith Pope Greater Denver Area Details
Meredith Pope's Transamerica Experience November 2006 - March 2010
Job Project Coordinator at The Regis Company
Industry Financial Services
Experience
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

Jennifer Jenson Jennifer Jenson Greater Denver Area Details
Jennifer Jenson's Transamerica Experience July 2007 - June 2014
Job Agent at State Farm
Industry Financial Services
Experience
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

Wahyu Boentoro Wahyu Boentoro Marion, Iowa Details
Wahyu Boentoro's Transamerica Experience December 2013 - March 2014
Job Staff Accountant at Ottumwa Regional Health Center
Industry Hospital & Health Care
Experience
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

Lisa Fickenscher Lisa Fickenscher Waterloo, Iowa Area Details
Lisa Fickenscher's Transamerica Experience January 2014 - June 2014
Job Admissions Counselor at Allen College
Industry Higher Education
Experience
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

Annabelle Shaddock Annabelle Shaddock Greater Los Angeles Area Details
Annabelle Shaddock's Transamerica Experience January 1995 - February 1996
Job
Industry Accounting
Experience
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

BARRY BATISTE BARRY BATISTE Greater New Orleans Area Details
BARRY BATISTE's Transamerica Experience September 1999 - May 2000
Job Process Operator at DuPont
Industry Chemicals
Experience
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

Jennifer JJ Reyes Jennifer JJ Reyes Columbia, South Carolina Area Details
Jennifer JJ Reyes's Transamerica Experience 1999 - 2000
Job Wellness Advocate at doTERRA
Industry Investment Management
Experience
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

Kristi Pengilly Kristi Pengilly Greater Denver Area Details
Kristi Pengilly's Transamerica Experience March 2015 - Present
Job Internal Wholesaler at Transamerica
Industry Financial Services
Experience
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

Ken Pomaiba Ken Pomaiba Exton, Pennsylvania Details
Ken Pomaiba's Transamerica Experience 1989 - Present
Job Facilities Manager at Transamerica Financial Life Insurance Company
Industry Insurance
Experience
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

Joseph Whealy Joseph Whealy Sioux Falls, South Dakota Details
Joseph Whealy's Transamerica Experience May 2011 - Present
Job Sales Rep at Transamerica
Industry Financial Services
Experience
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

Christy Hatter Christy Hatter Cedar Rapids, Iowa Details
Christy Hatter's Transamerica Experience September 1999 - Present
Job Internal Audit at Transamerica
Industry Financial Services
Experience
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

Patricia Cristo Patricia Cristo Belvidere, New Jersey Details
Patricia Cristo's Transamerica Experience January 1997 - April 2000
Job Supervisor at Gold's Gym
Industry Health, Wellness and Fitness
Experience
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

Amber Cruz Amber Cruz Boynton Beach, Florida Details
Amber Cruz's Transamerica Experience April 2011 - April 2012
Job Receptionist at H&R Block Franchise
Industry Accounting
Experience
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

Debbie Cary Debbie Cary Battle Creek, Michigan Details
Debbie Cary's Transamerica Experience October 1990 - July 1999
Job
Industry Medical Practice
Experience
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

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