Transamerica Company
Industry: Insurance company
DescriptionThe Transamerica Corporation is an American holding company for various life insurance companies and investment firms operating primarily in the United States, offering life and supplemental health insurance, investments, and retirement services. Headquarters: Cedar Rapids, Iowa, United States Parent organization: Aegon N.V. CEO: Mark W. Mullin (Jan 2010–) Founder: Amadeo Giannini Founded: 1928, San Francisco, California, United States Subsidiaries: World Financial Group,
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Transamerica Employees
QBE August 2013 - Present
Crum & Forster 2012 - 2013
Berkshire Hathaway 2007 - 2012
Fireman's Fund 1994 - 2003
Transamerica 1990 - 1994
Skills
Risk Management, Workers Compensation, Property & Casualty..., Legal Liability, Casualty, Commercial Insurance, Liability, Claims Management, General Insurance, Underwriting, Claim, Insurance, Risk Assessment, Brokers, Casualty Insurance
Education
Diablo Valley College 1971 — 1973
Diversified Wealth Management September 2015 - Present
Curian Capital July 2011 - August 2015
Transamerica December 2008 - June 2011
National Planning Corporation May 2008 - November 2008
Skills
Series 7, Investments, Alternative Investments, Separately Managed..., Series 65, Life Insurance, Variable Annuities, Mutual Funds
Education
DePauw University 2004 — 2008
BA, Communications, Economics
DePauw University 2004 — 2008
Everon/PlumChoice April 2014 - Present
Transamerica November 2013 - Present
LegalShield May 2013 - Present
Cintas October 2013 - April 2014
US Army August 2008 - October 2013
Army National Guard August 2001 - August 2008
Skills
Leadership, Training, A+ Certified, Teamwork, Troubleshooting, Strategic Planning
Education
DeVry University 2013 — 2015
Bachelor’s of Science, Network and Communication Management
Leader Quest, Colorado Springs, CO 2013 — 2013
A+, Network +, Security +, CCNA, Computer Programming, Vendor/Product Certification
American InterContinental University, Hoffman Estates, IL 2004 — 2004
A.A. in Business Administration, Business Administration and Management, General
Macon Raine, Inc. November 2013 - Present
Self-employed Digital Marketing Consulting January 2008 - October 2013
NEC Display Solutions of America, Inc. October 1989 - November 2007
Transamerica 1984 - 1988
Skills
Product Marketing, Digital Signage, Go-to-market Strategy, Product Management, Account Management, Competitive Analysis, New Business Development, Marketing Strategy, Strategic Partnerships, Lead Generation, SaaS, Direct Sales, Marketing Communications, Business Development, B2B, Marketing, Key Account Management, Marketing Management, Sales Management, Mobile Devices, E-commerce, Digital Marketing, SEO, Strategy, Management, Social Media Marketing, Leadership, Strategic Planning, Sales, Project Management, CRM, Multi-channel Marketing, Salesforce.com, Solution Selling, Channel Partners, Online Marketing
Education
DePaul University
BA, Marketing, Graduated with Honors, 3.9/4.0 GPA
Column Technologies August 2015 - Present
Column Technologies April 2013 - July 2015
BMC Software August 2012 - March 2013
Column Technologies April 2008 - July 2012
Transamerica April 2005 - March 2008
Kinetic Data November 2001 - March 2005
AR Experts, LLC January 2001 - October 2001
Farm Bureau Financial Services March 1999 - December 2000
Iowa Court Information Systems (ICIS) February 1997 - February 1999
Data Business Equipment (DBE) July 1994 - January 1997
Skills
Web Services, Altiris, BMC Remedy, IT Service Management, CMDB, ITIL, Solution Architecture, IT Asset Management, Service Desk, Service Management, Requirements Analysis, BMC Patrol, SDLC, Configuration Management, Requirements Gathering, Pre-sales, Technical Support
Education
Drake University 1992 — 1994
BS, Information Systems/Accounting (Double Major)
Oklahoma Wesleyan University 1990 — 1992
TD Bank March 2013 - Present
JPMorgan Chase October 2006 - February 2013
The Bank of New York October 2002 - October 2006
Scotiabank July 1998 - October 2002
Citibank May 1991 - July 1998
Transamerica 1989 - 1991
Transamerica 1989 - 1991
Skills
Credit, Banking, Loans, Finance, Investment Banking, Small Business Lending, Underwriting, Financial Modeling, Portfolio Management, Financial Analysis, Investments, Asset Management, Due Diligence, Private Equity, Corporate Finance, Valuation, Mergers & Acquisitions, Strategic Financial..., Risk Management, Commercial Lending, Mergers, Financial Services, Credit Risk, Credit Analysis, Commercial Banking, Accounting
Education
Washington University in St. Louis - Olin Business School 1995 — 1998
MBA, Finance and International Business
State University of New York at New Paltz 1987 — 1989
BS Finance
Dominican College of Blauvelt 1985 — 1987
Finance
Chester Jr Sr High School 1981 — 1985
Transamerica May 2015 - August 2015
Finnemore/Harris Moving Co March 2015 - May 2015
5 De Mayo Mexican Restaurant September 2014 - May 2015
Enora Financial Services Inc. December 2013 - July 2014
Education
Drake University 2012 — 2016
Bachelor of Science in Business Administration, Actuarial Science Major with Information Systems Concentration
Wendover Corporation May 2014 - Present
Verus Group LLC 2013 - 2014
Transamerica November 2010 - June 2013
Skills
Sales Management, Direct Sales, Consulting, Sales Presentations, Cloud Computing
Education
Drexel University
Bachelor of Science (BS), Business Administration
USAA July 2015 - Present
Cylient October 2013 - May 2015
USAA May 2014 - August 2014
Transamerica May 2013 - August 2013
Drake University January 2012 - May 2013
Haggar Clothing Co. May 2012 - August 2012
College Pro Painters May 2011 - August 2011
Kenosha Area Soccer League May 2006 - August 2011
Skills
Leadership, Critical Thinking, Data Analysis, Access, Customer Service, Microsoft Office, PowerPoint, Sales, Teamwork, Social Media, Team Leadership, Social Networking, Public Speaking, Microsoft Word, Data Entry, Microsoft Excel, Excel, Word, Java, Efficiency, Technology, Communication, Tutoring
Education
Drake University 2011 — 2015
Bachelor of Science, Actuarial Science/Finance; Concentration in Information Systems
Rose International September 2014 - Present
NorthShore University HealthSystem October 2011 - October 2012
NorthShore University HealthSystem 2011 - 2012
BMO Harris Bank May 2006 - June 2010
Staffing Now October 2005 - May 2006
CINGULAR WIRELESS January 2005 - October 2005
Transamerica April 2004 - October 2004
Bank One November 2002 - April 2003
Kelly Services April 2001 - November 2002
Skills
Customer Service, Call Centers, Supervisory Skills, Spanish-speaking, Finance, Customer Satisfaction, Coaching, Training, HR Policies, Interviews, Office Management, Microsoft Office, Quality Assurance, Quality Control, Translation, Youth Mentoring, Time Management, Recruiting
Education
Dominican University 1985 — 1989
Communication, General
Northern Trust Corporation December 2014 - Present
LaGrange Country Club July 2009 - December 2014
West Suburban Company November 2013 - June 2014
Transamerica October 2013 - April 2014
Morton College August 2010 - May 2012
Skills
Microsoft Office, Microsoft Excel, QuickBooks, FAFSA, Networking, Multi Tasking, Bilingual, Business Development, Sole Proprietors
Education
DePaul University 2012 — 2014
Bachelor of Science (B.S.), Finance Major, Accounting Minor
Aon Hewitt July 2015 - Present
Aon Hewitt December 2010 - June 2015
Aon Hewitt July 2008 - December 2010
Transamerica August 2006 - July 2008
Skills
Access, Data Analysis, Business Analysis, Project Management, Process Improvement, PowerPoint, Microsoft Excel, HR Consulting, Management Consulting, Pension Administration, Pensions, Employee Benefits, ERISA, PPA, 401k, Requirements Analysis, Project Implementation
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2015
Master of Business Administration (MBA), Finance, General
University of Iowa 2001 — 2006
Bachelor of Arts (B.A.), Communication, General
Transamerica 2012 - Present
Spot Trading LLC 2009 - March 2012
WellPoint 2007 - 2009
Ernst & Young 2002 - 2007
Skills
Accounting, Financial Reporting, Financial Analysis, SOX, Finance, Auditing, GAAP, Internal Controls, Financial Modeling, US GAAP, Financial Accounting, CPA, SEC filings, Forecasting, Sarbanes-Oxley, Risk Management, Sarbanes-Oxley Act
Education
University of Iowa - Henry B. Tippie College of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Goshen College 1997 — 2002
BA in Accounting
EADA Business School
Universidad Nacional Pedro Henríquez Ureña (UNPHU)
Iowa Mennonite School 1993 — 1997
Transamerica June 2014 - Present
Self-employed October 2013 - June 2014
Skills
Needs Analysis, mortgage protection, Final Expense Planning, Retirement Planning, Sales, Investments, Customer Service, Life Insurance, Fixed Annuities, Term Life Insurance, Small Business, Disability Insurance, Real Estate, Long-term Care, Short Sales
Education
Eastern Kentucky University 2006 — 2010
Bachelor of Science (BS), Education
Eastern Kentucky University 2006 — 2010
BS
Transamerica August 2014 - Present
Transamerica Capital Inc July 2012 - Present
National Business Media, Inc. 2009 - 2012
National Business Media, Inc April 2004 - July 2008
National Business Media, Inc. January 2000 - January 2004
National Business Media, Inc. April 1999 - January 2004
SUPERVALU Inc January 1998 - April 1999
Skills
Graphic Design, Adobe Creative Suite, Premiere, Final Cut Studio, Web Design, Microsoft Office, Dreamweaver, After Effects, Motion Graphics, Illustrator, InDesign, Photoshop, Video Editing, Video Production, Videographer, Mobile Design, User Experience, Graphics, Layout, Logo Design, Photographic Lighting, Art Direction, Advertising, Flash, Web Development, Videography, Marketing, Magazines, Newsletters, Creative Direction, Multimedia, Video, Digital Media, Marketing Strategy, Interaction Design, Storyboarding
Education
Eastern Illinois University 1993 — 1996
Bachelor of Fine Arts, Graphic Design
Kankakee Community College 1991 — 1993
Associates of Visual Arts
Karlsruhe American Highschool
TRANSAMERICA AGENCY NETWORK October 2012 - Present
Transamerica July 2012 - October 2012
Transamerica August 2011 - July 2012
US Army Corps of Engineers May 2001 - December 2010
Skills
Sales, Management, Real Estate, Contract Negotiation, Leadership, Real Estate Transactions, Negotiation, Team Building, Selling, Customer Service, Property Management, Investments, Strategic Planning, Financial Analysis, Asset Management, Budgets, Life Insurance, Term Life Insurance, Fixed Annuities, Needs Analysis, Training Needs Analysis, Marketing, Product Marketing, Insurance, Retirement Planning, Long-term Care, Whole Life, Financial Planning, Retirement, 401k, Disability Insurance, Universal Life, Underwriting, Small Business, Sales Management, Public Speaking, Leadership Development, Employee Benefits, Health Insurance
Education
Eastern Kentucky University 2006 — 2011
Master of Business Administration (MBA), Business
Eastern Kentucky University 2001 — 2006
Bachelor of Arts (BA), General Studies in Business & Technology
James A. Cawood High School 1997 — 2001
High School, Advanced Placement, 3.9 GPA
Transamerica August 2015 - Present
GuideOne Insurance May 2014 - August 2015
Drake University August 2014 - May 2015
Drake University January 2013 - May 2014
MCIS Insurance Berhad June 2013 - August 2013
Skills
Actuarial Science, Finance, Teamwork, Microsoft Excel, Microsoft Word, Sponsorship, Statistics, Budgets, Research, PowerPoint, Critical Thinking, Insurance, Access, Data Analysis
Education
Drake University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Actuarial Science/Finance, Senior
INTI International University & Colleges 2011 — 2012
American Degree Transfer Program, Actuarial Science
Kiesling Associates LLP November 2013 - Present
Pittman & Company, LLP September 2013 - September 2013
Urbandale High School February 2013 - May 2013
Transamerica May 2011 - August 2011
Iowa Girls High School Athletic Union June 2010 - July 2010
College Sports Feed February 2010 - June 2010
Skills
Customer Service, Public Speaking, Social Networking, Social Media, Accounting, Microsoft Office, Microsoft Excel, Coaching, Blogging, Auditing, Statutory Reporting, QuickBooks, Peachtree, Promotions, Computers, Team Leadership, Leadership Development, Communication, Writing, QuarkXPress, Clarity, Essbase, Asset Management, ProSystem fx Tax, ProSystem fx Trial..., Inventory Management, Analysis, PowerPoint, Teamwork, Marketing
Education
University of Nebraska-Lincoln 2008 — 2012
Bachelor of Science, Business Administration; Accounting
Des Moines Area Community College 2012 — 2013
North Tama High School 2004 — 2008
High School Diploma
Markel Corporation April 2015 - Present
Genworth Financial January 2012 - April 2015
Transamerica August 2009 - January 2012
Skills
Equity Plans, Deferred Compensation, Data Analysis, Market Pricing, Process Improvement, Project Management, Internal Communications, Compensation Planning, Credit Insurance, Employee Engagement, Workplace Safety, Insurance, Retirement Planning, Employee Benefits
Education
Duke University 2005 — 2009
Bachelor of Science (BS), Economics, History
Transamerica January 2010 - Present
Transamerica March 2009 - December 2009
Skills
Marketing, Marketing Strategy, Finance
Education
DeSales University 1997 — 1999
Master of Business Administration (MBA), Finance
Lehigh University 1993 — 1997
Bachelor of Arts (B.A.), Economics & Journalism
Southwestern Energy Company (SWN) September 2005 - Present
Helmerich & Payne, Inc. October 2002 - September 2005
Helmerich & Payne October 1997 - October 2002
Helmerich & Payne January 1995 - October 1997
Helmerich & Payne October 1993 - December 1994
Helmerich & Payne January 1993 - October 1993
Helmerich & Payne March 1992 - December 1992
Helmerich & Payne July 1991 - March 1992
Helmerich & Payne January 1990 - July 1991
Transamerica 1988 - 1990
Skills
Drilling, Gas, Completion, Energy, Field Development, Natural Gas, Offshore Drilling, Oil & Gas Industry, Oil/Gas, Oilfield, Onshore, Petroleum, Petroleum Engineering, Pipelines, Procurement, Project Management, Rig, Start-ups, Upstream, Contract Management, Energy Industry, Supervisory Skills, Contract Negotiation, Management, Operations Management
Education
Harding University 2009 — 2011
MBA
East Central University 1983 — 1987
BS, Management
Westfield State University 1986 — 1986
N/A, Management
Holdenville High School 1979 — 1983
McGladrey January 2015 - Present
Iowa State University February 2013 - December 2014
Transamerica May 2014 - August 2014
Dublin Bay October 2008 - May 2013
Skills
Leadership, Customer Service, Training, Troubleshooting, Teamwork, Communication Skills, Microsoft Office, Business Analysis, Project Management, Management, Public Speaking, Microsoft Excel, Networking, Higher Education
Education
Iowa State University 2010 — 2014
Bachelor of Science (BS), Management Information Systems, General
Des Moines Area Community College 2009 — 2010
Transamerica July 2012 - Present
HCSC October 2007 - March 2011
Aviva Life Insurance Company 2011 - 2011
American Equity Life Ins. Co November 2005 - August 2007
Hartford Life May 2004 - November 2005
CNA Life (Group Benefits) June 2001 - April 2004
AON - Combined Insurance Company of America July 2000 - June 2001
CNA, Life Reinsurance Division November 1998 - June 2000
Physicians Mutual Insurance Company October 1994 - September 1997
Skills
Financial Reporting, Actuarial Science, Analysis, Reinsurance, Valuation, Accounting, ALM, Fixed Annuities, Auditing, Economic Capital, Risk Management, Embedded Value, Enterprise Risk..., Insurance, Solvency II, Financial Modeling
Education
Drake University 1988 — 1992
B.S.B.A, Actuarial Science and Insurance
Booz Allen Hamilton January 2015 - Present
Trintech March 2014 - September 2014
Microsoft May 2013 - March 2014
DealerTrack March 2011 - May 2013
PhyServe Inc December 2010 - January 2011
Transamerica May 2010 - September 2010
US Navy July 2004 - August 2008
Skills
Troubleshooting, Databases, Microsoft SQL Server, SQL, Integration, Windows, Microsoft Office, Customer Service, Microsoft Excel, Active Directory, Software Development, Vendor Management, Analysis, SharePoint, Salesforce.com, SDLC, Access, Leadership, Servers, Outlook, Program Management, Process Improvement, Business Analysis, System Administration, PowerPoint, Customer Satisfaction, .NET, SaaS, IIS, Security, Operating Systems, Perl, Microsoft Word, English, Research, Teaching, Perl Script, JBoss Application Server, Disaster Recovery, Unix, Linux, Glassfish, WebLogic, Cloud Computing
Education
DeVry University-Texas 2011 — 2013
Bachelor of Science (BS), Computer Systems Networking and Telecommunications
ITT technical institute 2009 — 2010
Associate of Arts and Sciences (A.A.S.), Computer networking systems
Transamerica July 2011 - Present
Education
DeVry University-Illinois
Home Energy Assistance Living April 2011 - Present
Transamerica June 2010 - Present
YOLTours.com December 2005 - Present
Vertex China April 2008 - December 2008
Language Line Solutions January 2008 - November 2008
America Asia Travel Center, Inc. February 2004 - February 2006
Global VR Extreme, Inc. June 2001 - January 2004
Renaissance Harbour View Hotel July 1993 - February 1998
Skills
Management Consulting, Strategic Planning, Business Strategy, Coaching, Marketing Strategy, Business Planning, Leadership Development, New Business Development, Team Building, Entrepreneurship, Public Speaking, Small Business, Photoshop, Adobe Fireworks, Microsoft Word, Microsoft Excel, PowerPoint, Multilingual, Operations Management, Multi-unit Retail..., Customer Service
Education
San Jose State University 1999 — 2001
Bachelor of Science (BS), Business Administration and Management, General
East Los Angeles College 1998 — 2000
Associate of Arts (A.A.), Business Administration and Management, General
Allstate Benefits April 2015 - Present
Transamerica August 2013 - April 2015
SMC Insurance Agency January 2013 - August 2013
PrimePay May 2012 - October 2012
PrimeFlex June 2008 - May 2012
Highmark Blue Cross Blue Shield March 1997 - June 2008
Beaconsfield Financial Services October 1994 - December 2006
Skills
Health Insurance, Insurance, Disability Insurance, Employee Benefits, Health Savings Accounts, Life Insurance, Brokers, Underwriting, Sales, Term Life Insurance, Management, Account Management
Education
Drexel University
Kiski School
Transamerica January 2013 - Present
Skills
Microsoft Office, Excel, Word, PowerPoint, Customer Service, Time Management, Microsoft Word, Social Networking, Public Speaking, Outlook, Leadership, Team Leadership, Account Management, Sales, Event Planning, Microsoft Excel, Marketing, Social Media, Management
Education
Eastern Kentucky University 2008 — 2012
Bachelor of Science (BS), Insurance
T2 Asset Management, LLC May 2013 - Present
Calamos Investments June 2011 - October 2012
Transamerica June 2009 - May 2011
Hartford Investment Management 2006 - May 2009
DMT Capital Management, LLC 2004 - 2006
Spear, Leeds & Kellogg - A Goldman Sachs Company 2003 - 2004
Zurich Scudder Investments 1995 - 2002
Asset Allocation & Management 1998 - 2000
Skills
Fixed Income, Investment Strategies, Equities, Portfolio Management, Investments, Financial Markets, Investment Management, Bonds, Trading, Securities, Mutual Funds, Asset Management, Series 63, Finance, Economics, Banking, Derivatives, Financial Advisory, Asset Allocation, Hedge Funds, Alternative Investments, Credit, Financial Risk, Investment Advisory, Strategic Financial..., Institutional..., Wealth Management, ETFs, Bloomberg, Capital Markets, Options, Private Equity, Retirement, Strategy, Financial Services, Retirement Planning, Financial Analysis
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1996 — 1997
MBA, Finance
DePaul University 1990 — 1994
BS, Commerce
Transamerica August 2014 - Present
Renaissance Chicago Downtown Hotel November 2012 - Present
Marriott Hotels May 2010 - Present
Marriott Hotels March 2007 - May 2010
Skills
Microsoft Office, Leadership, Training, Problem Solving, Communication, Customer Service, Resorts, Event Management, MICROS
Education
DeVry University 2005 — 2010
Bachelor's Degree, Finance, General
Transamerica August 2012 - Present
Transamerica May 2008 - September 2012
McleodUSA/PAETEC, Inc December 1997 - May 2008
Supervalu, Inc October 1988 - November 1997
Skills
Information Security, Information Security..., Disaster Recovery, Business Continuity, Policy Writing, Security Incident..., Information Risk, Information Security..., Data Classification, Security Compliance, Computer Security, PCI DSS, Policy, Data Privacy, Information Technology, Business Continuity..., Governance, Risk Management, Risk Assessment, Enterprise Risk..., Process Improvement, Incident Response, CISSP, ISO 27001, IT Audit, Requirements Analysis, Sarbanes-Oxley, Security Policy, Management, Sarbanes-Oxley Act
Education
Eastern Illinois University 1987 — 1988
BS Business Administration, Administrative Information Systems
Lakeland Community College
Associate of Applied Science, Business Administration; Business Administration
Bluegrass Insurance Group April 2014 - Present
Transamerica August 2011 - Present
Class Act! July 1996 - May 2003
The Apparel Shoppe January 1996 - January 2003
Somerset National Bank January 1999 - October 1999
Whitaker Bancorp January 1981 - January 1990
Skills
Fixed Annuities, Life Insurance, Universal Life, Whole Life, Permanent Life Insurance, Equity Indexed Annuities, Term Life Insurance, Property & Casualty...
Education
Eastern Kentucky University 1980 — 1982
non degree, Accounting and Finance
Garrard County High School
High School Diploma
Ameriforce Publishing, Inc. July 1999 - August 2005
Implus Footcare, LLC July 2003 - February 2004
Westhoff Creative February 2001 - May 2002
Transamerica July 1999 - August 2000
Off Duty Magazine December 1998 - June 1999
The Album Network August 1996 - August 1998
Education
East Carolina University 1984 — 1989
BFA
Carr Properties March 2014 - December 2014
Wyandot Center August 2013 - January 2014
Transamerica July 2012 - July 2013
Kids First Iowa March 2012 - July 2012
Hebei Normal University August 2011 - December 2011
Kids First Iowa June 2011 - August 2011
Drake University August 2010 - May 2011
Lucky's Sports Theatre and Grill May 2010 - August 2010
Four Oaks of Iowa May 2008 - August 2008
Skills
Event Planning, Public Speaking, Press Releases, iMovie, Photoshop, Customer Service, Social Media, Editing, Facebook, PowerPoint, Blogging
Education
Drake University 2007 — 2011
Bachelor of Arts (B.A.), History
Drake University 2007 — 2011
Bachelors of Arts, and Science; History and Political Science
Big Canoe POA 2009 - Present
Georgia Forestry Commission 2008 - Present
GE Capital 2003 - 2007
Transamerica January 2000 - January 2003
Whirlpool Financial 1970 - 2000
Skills
People Skills, Planning, Operational Excellence, P&L Management, Business Strategy, Risk Management, Credit, Strategic Planning, Team Building, Training, Leadership, Start-ups, Operations Management, Process Improvement, Strategy, Customer Service, Cross-functional Team..., Vendor Management, Management, Business Process..., New Business Development, Change Management, Business Development, Program Management, Sales
Education
Eastern Kentucky University 1968 — 1970
BBA, Marketing
Miami Dade College 1966 — 1968
AA, Business
Transamerica March 2015 - Present
Principal Financial Group March 2008 - July 2014
Fastsigns July 2003 - December 2007
Hy-Vee May 1989 - December 2002
Skills
401k, Retirement Planning, Small Business, Strategic Planning, Investments, Retirement, Financial Analysis, Fixed Annuities, Disability Insurance, Sales, Customer Service, Wealth Management, Mutual Funds, Strategic Financial..., Insurance, Finance, Employee Benefits, IRAs, Financial Services, Life Insurance, Series 6, Estate Planning, Financial Advisory, Long-term Care, Series 63, 401k Rollovers, Income Protection, Asset Allocation
Education
Des Moines Area Community College 1988 — 1989
Albia 1985 — 1988
New York Life Insurance Company April 2015 - Present
Transamerica February 2013 - September 2014
Transamerica October 2003 - February 2013
Transamerica January 2001 - October 2003
Transamerica June 2000 - January 2001
Raymond James Financial Inc. December 1996 - June 2000
Skills
Financial Services, Process Improvement, Relationship Management, Mutual Funds, Microsoft Office, Internal Communications, Insurance, Corporate Communications, Employee Engagement, Customer Experience, Strategic Communications, Coaching, Crisis Communications, Analysis, Management, Marketing Communications, Team Leadership, Time Management, Series 6, Banking, Customer Service, Business Analysis, Leadership, Root Cause Analysis, Industry Research, Critical Thinking, Complaints, Risk Management, Forms Development, Form Design and..., IRAs, Performance Management, Operations Management, Investments, Employee Learning &...
Education
Eckerd College
Business Management
State University of New York College at Brockport
Accenture ConsultantArthur Andersen1993 - 1998
Transamerica 1989 - 1993
Skills
Quality Assurance, SDLC, Integration, Project Management, IT Controls, IT Strategy, Business Process..., Business Analysis, Project Portfolio..., Outsourcing, Change Management, PMO, Requirements Analysis, Business Process, Software Project..., Enterprise Architecture, Business Transformation, Business Process Design, Management Consulting, Agile Project Management, IT Management, IT Service Management, ITIL, Vendor Management, PMP, Project Delivery, Governance, Program Management, Requirements Gathering, Process Improvement, SharePoint, Business Intelligence, Data Warehousing, IT Operations, IT Transformation
Education
DePaul University
Master of Science (MS), Distributed Systems
University of Illinois at Chicago
Bachelor's degree, Mathematics and Computer Science
Mujeres de Hace 2010 — 2010
Lane Technical High School
Audubon
Transamerica July 2012 - Present
A.C.G. Associates, Inc. May 2009 - June 2012
Lincoln Financial Group December 2007 - April 2009
John Hancock June 2003 - December 2007
CIGNA September 1996 - June 2002
Skills
401k, Series 63, Retirement, Series 7, Mutual Funds, Series 6, Retirement Planning, Fixed Annuities, Defined Benefit, Pensions, Investments, FINRA, Profit Sharing, Qualified Retirement..., ERISA, Financial Advisory, Defined Contribution, Employee Benefits
Education
Eastern Connecticut State University
BS, Marketing/Public Relations
University of Maryland University College
MBA
North Bay Equipment Leasing July 2012 - Present
North Bay Mortgage and Realty of Napa April 1987 - Present
Bell Signs and Awards March 1995 - December 2011
West Coast Funding May 1985 - February 1987
Topa Thrift and Loan January 1983 - August 1985
Melon Financial Services April 1980 - December 1982
Transamerica March 1967 - February 1980
United States Marine Corps October 1962 - December 1967
Skills
Graphic Design, Advanced Wood Working, Office Management, Salesforce Training, Property Management, Income Tax Preperation, Equipment Leasing, Mortgage Broker, New Business Development, Strategic Planning, Marketing, Real Estate, Loans, Customer Service, Leases, Team Building, Investment Properties, Negotiation, Mortgage Lending, Finance, Credit, Start-ups, Commercial Real Estate, Banking
Education
Wayne State University 1973 — 1975
Industrial and Organizational Psychology
Eastern Michigan University 1972 — 1973
Business Administration and Management, General
Securian Retirement Distributors January 2014 - Present
Securian Retirement Distributors 2008 - December 2013
OneAmerica 1998 - 2007
Transamerica 1996 - 1998
Provident Mutual 1990 - 1996
Skills
Retirement Planning, Retirement, Series 7, 401k, Life Insurance, Series 63, Mutual Funds, Fixed Annuities, Investments, Wealth Management, Strategic Financial..., Insurance, Asset Allocation
Education
Denison University 1980 — 1984
Bachelors of Arts, Economics
Kim McCue Photography March 2014 - Present
That Final Finish February 2012 - March 2014
Keepsakes By Kim August 2009 - February 2012
Home-based Creative Memories Business February 1996 - April 2011
Dun and Bradstreet Software (MSA) 1993 - 1996
MSA 1989 - 1995
Transamerica August 1981 - February 1989
Skills
Customer Relations, Public Speaking, Microsoft Office, Photography, Excel, Photoshop, Word, Accounting, Microsoft Excel, Social Media Marketing, Customer Service, Microsoft Word, Social Networking, Social Media, Event Planning, Marketing, Blogging
Education
DePaul University 1982 — 1986
Bachelor of Science, Accounting
CNO Financial Group August 2007 - Present
Transamerica March 2005 - August 2007
Internal Revenue Service January 2005 - April 2005
First Federal Bank of Kansas City March 2003 - December 2004
Bank Midwest 1999 - 2003
Hillcrest Bank 1998 - 1999
Skills
Insurance, Life Insurance, Whole Life, Term Life Insurance, Insurance Adjusting, Adjusters, Claims Handling, Employee Benefits, General Insurance
Education
Longview Community College 2002 — 2003
General Studies
DeVry University-Missouri 2000 — 2001
Telecommunications Technology/Technician
Grandview High School 1994 — 1998
High School Diploma, General Education
Workiva July 2013 - Present
Transamerica August 2013 - December 2013
WebFilings November 2012 - July 2013
Skills
Financial Reporting, Corporate Tax, Accounting, Financial Modeling, Financial Analysis, SQL, Survey Design, Microsoft Office, Project Management, Sales, Process Improvement, Leadership, Microsoft Word, Microsoft Excel, Customer Service
Education
Iowa State University - College of Business 2012 — 2014
Bachelor of Science (BS), Management Information Systems (MIS)
Des Moines Area Community College 2010 — 2012
American Sign Language (ASL)
Transamerica March 2011 - Present
Transamerica April 1982 - March 2011
Skills
Financial Services, Insurance, Relationship Management, Strategic Communications, Process Improvement, Compliance, Staff Development, Creative Writing, Employee Engagement, Life Insurance, Mergers & Acquisitions, Change Management, Program Management, Team Building, Marketing Strategy, Marketing, Leadership, Management, Coaching, Strategic Financial..., Fixed Annuities, Analysis
Education
Eckerd College 2005 — 2008
Bachelor of Arts (B.A.), Business Management (Major), Creative Writing (Minor)
Edgewood Financial Network April 2013 - January 2015
Transamerica March 2008 - March 2013
State Farm September 2002 - December 2007
Edward Jones November 1998 - June 2002
Fred Everts & Associates, Inc. January 1983 - October 1998
Skills
Life Insurance, Wealth Creation and..., Training and Education, Case Development, Sales Management, Advanced Marketing, Consultative Sales..., Annuity Sales, Relationship Orientated, Medicare Advantage, Medicare Supplements, Medicare Part D, Long Term Care Insurance, Disability Insurance
Education
Eckerd College
Bachelor of Arts (B.A.), Business Management
Miami Dade College
Associate of Arts (A.A.), Business
The American College
Chartered Life Underwriter (CLU)
The American College
Chartered Financial Consultant (ChFC)
Life Office Management Association
Fellow, Life Management Institute (FLMI)
Life Office Management Association
Fellow, Financial Services Institute (FFSI)
Thirty-One Gifts August 2010 - Present
Transamerica May 2007 - Present
Skills
General Ledger, Invoicing, Outlook, Managerial Finance, Bookkeeping, Sarbanes-Oxley Act, Account Reconciliation, Variance Analysis, Business Analysis, Microsoft Office, Microsoft Word, Customer Service, SAP, Analysis, Spreadsheets
Education
Drake University 2003 — 2006
Bachelor's degree, Accounting and Business Management
Milliman September 2011 - Present
Transamerica January 2009 - September 2011
AEGON Americas May 2008 - December 2008
Skills
MG-ALFA, Language: English,..., Visual Basic, Microsoft Office, Hyperion Essbase, Valuation, Financial Reporting
Education
Drake University 2006 — 2008
BSBA, Actuarial Science/Finance
Transamerica June 2015 - Present
Transamerica June 2013 - June 2015
Nationwide Insurance September 2012 - May 2013
Transamerica May 2012 - August 2012
Coventry Health Care May 2011 - December 2011
Collins Community Credit Union May 2010 - August 2010
Skills
Microsoft Office, Microsoft Office 2007, R, Mathematica, Outlook, Management, MoSes, TAS, VBA, MG-ALFA, Teamwork, Leadership
Education
Drake University 2009 — 2013
Bachelor of Science, Actuarial Science/Finance, Junior
Anamosa High School 2005 — 2009
Allstate July 2014 - Present
Fluent Grp August 2012 - May 2014
Transamerica May 2013 - August 2013
The Members Group February 2012 - January 2013
Skills
Microsoft Access, Microsoft Excel, JavaScript, HTML, PowerPoint, Word, Java, Mathematics, Outlook, Access, Microsoft Word
Education
Drake University 2010 — 2014
Bachelor of Business and Public Administration, Actuarial Science & Information Systems
Prairie Ridge High School 2005 — 2010
Wells Fargo Home Mortgage December 2014 - Present
Wells Fargo Home Mortgage May 2012 - December 2014
Keyot March 2011 - September 2012
Iowa State University August 2010 - March 2011
ING Financial Partners March 2010 - October 2010
Iowa State University August 2006 - May 2010
Transamerica May 2008 - August 2008
Skills
Microsoft Excel, Management, PowerPoint, Process Improvement, Project Management, Leadership Development, Recruiting, Strategic Planning, Time Management, Budgets, Customer Service, Finance, Leadership
Education
Drake University 2014 — 2016
Master of Business Administration (M.B.A.)
Iowa State University 2006 — 2010
BS, Finance & Management
Iowa State University - College of Business 2006 — 2010
Wells Fargo November 2014 - Present
INT Technologies October 2014 - Present
INT Technologies November 2012 - April 2014
Randstad Technologies US March 2012 - September 2012
Collabera September 2011 - February 2012
Risen Savior Lutheran Church & School July 2006 - December 2010
Village of Fox Lake April 2000 - May 2006
Transamerica March 1998 - April 2000
Allendale Association May 1996 - March 1998
CCH Incorporated March 1994 - May 1996
Skills
Active Directory, Wireless Networking, SharePoint, Team Building, Operations Management, Project Coordination, Certified Project..., MS Project, MS Office Suite, Project Management, Visio, PMO, PMP, Microsoft Office, Management, Leadership, Networking, Program Management, IT Management, Windows, Process Improvement, Team Leadership, Customer Satisfaction, Technical Support, Oracle, Information Technology, Budgets, Vendor Management, Unix, Training, Software Documentation, Troubleshooting, Contract Negotiation, Human Resources, Business Analysis, Process Scheduler, Network Administration, Disaster Recovery, ITIL, SDLC, Risk Management, Cross-functional Team..., Security, Project Portfolio..., System Administration, Business Process, Integration, Data Center, IT Service Management, Quality Assurance
Education
Training to you 2011 — 2011
PMP Certification, Project Management
Scottsdale Business Institute2011 2010 — 2011
Certificate, Business Management
DeVry University 1989 — 1992
Bachelor, Science Computer Information Systems
EES Consulting December 2012 - Present
Amphora Financial Group 2012 - 2013
TD Bank Group 2010 - 2012
Genworth Financial 2007 - 2009
AIG 2004 - 2007
Transamerica 2001 - 2004
Unum 1995 - 2001
Abbott Laboratories 1989 - 1994
PricewaterhouseCoopers 1984 - 1989
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1989 — 1991
MBA
Grace College and Seminary 1980 — 1984
B.S.
Martin Luther H.S. 1975 — 1980
The Spining Group, Branding - Strategy August 2013 - Present
EtherTel Networks - National Broker - Consultant Group April 2011 - Present
Transamerica April 2007 - June 2010
AIG June 2004 - April 2007
American General Life Companies is now part of the AIG Family! April 1988 - June 2004
Skills
Selling, Sales Management, Start-ups, B2B, Customer Satisfaction, Executive Management, Coaching, Insurance, Team Building, Strategic Planning, New Business Development, Public Speaking, Account Management, Negotiation, Leadership Development, Business Planning, Banking, Team Leadership, Credit, Management Consulting, Marketing Strategy, Direct Sales, Business Strategy, Cross-functional Team..., Objection Handling, Cold Calling, Thinking Outside The Box, Change Management, Fundraising, Forecasting, Training & Development, Team Management, Solution Selling, Sales Growth, Market Planning, Problem Solving, Team Motivator, Profit Improvement, Professional Networking, Group Presentations, Growing Sales, Financial Accountability, Production Management, Business Management, Consultancy, Profitability, Mentoring, Contract Negotiations, Compliance, Customer Relations
Education
East Tennessee State University
Sociology / History
Montreat College
Associate Arts
Lincoln Financial Group March 2014 - Present
Lincoln Financial Group January 2013 - March 2014
Duncan Retirement Consulting January 2011 - December 2012
Transamerica Retirement Solutions August 2008 - March 2010
Transamerica August 2006 - August 2008
Rosenzweig & Associates October 2005 - June 2006
The Vanguard Group 1999 - 2006
Skills
Retirement Planning, Investments, 401k, Series 63, Pensions, Retirement, Mutual Funds, CRM, Series 6, Defined Benefit, Retirement Plan..., Defined Contribution, Wealth Management, Profit Sharing, Employee Benefits, Securities, Investment Advisory, Qualified Retirement..., FINRA, Strategic Financial..., Investment Strategies, Asset Allocation, ERISA, Fixed Annuities, IRAs, Financial Services, Life Insurance, Relationship Management, Financial Advisory
Education
Eastern University
B.A., Business Administration
JPMorgan Chase September 2013 - Present
Radian April 2012 - August 2013
Transamerica April 2007 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Research
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
The College of Wooster
Bachelor of Arts (B.A.), Mathematics
West Chester University of Pennsylvania
Master of Science (MSc), Statistics
Allstate Insurance 2005 - 2011
Allstate Insurance 2001 - 2005
Transamerica 2000 - 2001
Sears, Roebuck and Co. 1998 - 2000
Borders Books and Music 1996 - 1997
Kemper Insurance 1995 - 1997
Skills
Strategic Thinking, Team Leadership, Professional..., Talent Acquisition, Problem Solving, Recruiting, Insurance, Team Building, Talent Management, Sales Management, Employee Relations, Management, Leadership, Human Resources, Strategy, Life Insurance, Employee Benefits, Temporary Placement, Personnel Management
Education
University of Nevada-Reno
MBA
DePaul University
B.A.
The Morack Group October 2010 - Present
Rent-A-Center March 2013 - Present
Transamerica August 2011 - October 2012
Bryant & Stratton College January 2011 - April 2011
US Bank March 2007 - October 2010
Pennsylvania Turnpike Commission October 2000 - March 2007
Rite Aid December 1998 - October 2000
Redbook/Teleflora 1995 - 1998
FTD 1992 - 1995
Metrophone 1984 - 1988
Skills
Training, Team Building, Leadership, Coaching, Management, Sales, Employee Training, Marketing, Performance Management, Operations Management, Public Speaking, Strategic Planning, Program Management, Sales Management, Process Improvement, Customer Satisfaction, Leadership Development, Customer Service, Business Planning, Marketing Strategy, Small Business, Call Centers, Sales Operations, Personal Development, Retail, Account Management, Time Management, Business Development, Consulting, Management Consulting, Selling, New Business Development, Organizational..., Strategy, Change Management, Business Strategy, Budgets, Staff Development, Team Leadership, Recruiting, Customer Retention, Team Management, Networking, Banking, Cross-functional Team..., Insurance, Entrepreneurship, Start-ups, Executive Coaching
Education
Eastern University 1992 — 1994
MBA, business, 3.85
Forest City Regional 1976 — 1980
Academic
Ameritas July 2015 - Present
Transamerica July 2014 - July 2015
Transamerica Agency Network April 2012 - June 2014
Transamerica, L&P Division - Agency Group September 2010 - June 2014
Life Investors Financial Group October 2006 - September 2010
Transamerica Premier Life Insurance Company January 2005 - October 2006
World Financial Group May 2003 - August 2004
National Investors May 2002 - August 2002
Skills
Insurance, Leadership, Life Insurance, Marketing, Term Life Insurance, Retirement Planning
Education
Drake University 2001 — 2004
Finance
ABC Financial Services April 2014 - March 2015
Competent Staffing Resource (contract with Windstream) September 2012 - February 2013
Elmcroft of Maumelle November 2010 - September 2011
Fidelity National Information Services April 2006 - August 2008
ManpowerGroup (contract with Heifer International) January 2006 - April 2006
Transamerica November 2003 - November 2005
Skills
Pay Close Attention to..., Human Resources, Full-life Cycle..., Organized Multi-tasker, Positive Can-do Attitude, Comfortable working..., Interviews, Recruiting, Onboarding, Internet Recruiting, Benefits Negotiation, Temporary Placement, Job Fairs, New Hire Orientations, Benefits Administration, Sourcing, PeopleSoft, Performance Management, College Recruiting, Training, Screening, Screening Resumes, Building Relationships, Social Media, Staff Retention, Job Descriptions, Recruitment Advertising, Executive Search, Resume Writing, Employee Relations
Education
Ferris State University 1999 — 2002
BSW, Social Work
Delta College 1995 — 1998
Associate of Arts (AA), Journalism
Aetna September 2013 - Present
Windsor Health Plan April 2011 - September 2013
Arch Ford Education Service Cooperative November 2008 - April 2011
Transamerica April 2005 - October 2008
Rector Phillips Morse August 2003 - April 2004
Cardinal Health January 2002 - August 2002
Skills
Provider Relations, Provider Enrollment, Provider Education, Provider Networks, Networking, Insurance Training, Insurance, Sales&Marketing, Sales Growth, Healthcare, HMO, Health Insurance, Medicare, Healthcare Industry, Healthcare Management, Managed Care, Contract Negotiation, Account Management, Network Development, Relationship Management, Healthcare Information..., Medicaid, Credentialing, Leadership, Medicare Part D, Building Relationships, Customer Retention, Management, Physicians, Medical Billing, Event Planning
Education
Arkansas State University 2000 — 2003
Bachelor of Science (B.S.), Management Information Systems, 3.0
East Arkansas Community College 1998 — 2000
Associate of Arts (A.A.), General Studies, 3.5
Transamerica August 2013 - Present
Heska Corporation 2012 - 2012
Principiant Hospitality Company 2000 - 2008
Skills
Human Resources, Interviews, Applicant Tracking..., Hiring, Administration, Background Checks, Access, Policy, Employee Benefits, Onboarding, Benefits Administration, Customer Service, Team Building, Employee Relations, Performance Management, Talent Acquisition, Microsoft Office, Recruiting
Education
Des Moines Area Community College
Associate of Science (A.S.), Biotechnology
State of Washington June 2009 - Present
Transamerica May 2007 - November 2008
Golden Acres December 2005 - May 2007
Community VNA Hospice November 2004 - November 2005
Westminster Village North September 2001 - November 2004
Skills
Policy, Policy Analysis, Public Administration, Public Speaking, Community Outreach, Report Writing, Proposal Writing, Proofreading, Government, Local Government, Psychotherapy, Social Services, Training
Education
Indiana University-Purdue University at Indianapolis 1998 — 2000
Master of Social Work (MSW), Social Work
Earlham College 1994 — 1998
Bachelor of Arts (B.A.), Human Development and Social Relations
Transamerica December 2013 - Present
Pepperdine University August 2013 - Present
Hunan Hongyu Investment and Guarantee Co., Ltd. July 2012 - September 2012
Guotai Junan Securities Co., Ltd July 2011 - September 2011
Bank of China July 2010 - August 2010
Skills
Investments, Financial Services, Financial Analysis, Microsoft Excel, Prezi, Venture Capital, Bitcoin Market, Rare Stone Investment, Table Tennis, Website Building
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2013 — 2014
Master of Science (MS), Applied Finance
Dongbei University of Finance and Economics 2009 — 2013
Bachelor of Economics, Finance, 90.13/100
Chubb Insurance March 2014 - Present
Selective Insurance Company of America November 2010 - March 2014
Mars August 1997 - November 2010
Transamerica July 1992 - July 1997
Videocraft 1991 - 1991
Skills
E-Learning, Coaching, Training Delivery
Education
East Stroudsburg University of Pennsylvania 1987 — 1991
Bachelor of Science (BS), Communication and Media Studies
Exelon Energy October 2010 - Present
Vangent, Inc. November 2009 - April 2010
Infor Global Solutions, Inc. 2008 - 2008
Hewitt Associates 2006 - 2007
Lawson Products, Inc. May 1999 - June 2006
Ameritech April 1997 - May 1999
HCIA 1996 - 1997
Ross Systems 1993 - 1994
NGPL 1990 - 1993
Transamerica 1988 - 1990
Skills
Business Intelligence, Vendor Management, Project Management, Systems Analysis, Requirements Analysis, Integration, Software Project..., Supply Chain Management, ERP, Six Sigma, DB2, Process Improvement, Business Analysis, Databases, Management, SDLC, COBOL, Business Process..., Team Building, Performance Management, JCL, Program Management, Visio, PMP, Leadership, Team Leadership, Requirements Gathering, Business Process, SQL, Change Management, Analysis, CRM, ITIL, Business Process..., System Administration, MS Project, Microsoft Project
Education
Lewis University 1996 — 1999
MBA, Information Systems/Data Base Administration + MBA Human Resources Management
DePaul University 1984 — 1985
B.S., Computer Science/Information Systems + MINOR: Accounting/Business Administration
Triton-College 1980 — 1983
A.S., Data Processing + A.S. Accounting/Finance + A.S. Business Management/Human Resources Management
Frontier Communications May 2013 - Present
Sabre Holdings May 2012 - April 2013
jcpenney April 2010 - May 2012
AT&T Mobility November 2008 - March 2010
EDS Group October 2000 - October 2008
Alliance Data January 1999 - September 2000
Transamerica January 1998 - December 1998
AT&T August 1993 - December 1997
L&T Infotech January 1992 - July 1993
Skills
Data Warehouse..., Data Models, Data Quality, Master Data Management, Business Intelligence, Enterprise Architecture, Software Development, Software Project..., J2EE Architecture, Data Warehousing, Data Integration, Data Modeling, Informatica, Teradata, ETL
Education
IIT Bombay 1990 — 1992
Master of Technology (M.Tech.), Comnputer Science
Devi Ahilya Vishwavidyalaya 1985 — 1990
Bachelor of Engineering (B.E.), Telecommunications Engineering
Transamerica Associate General Counsel, Law and Compliance Operations and Strategic InitiativesTransamericaMay 2015 - Present
Transamerica September 2011 - September 2014
Transamerica Life Insurance Company September 2005 - September 2011
Skills
Insurance, Risk Management, Employee Benefits, Financial Services, Management, Securities, Life Insurance, Fixed Annuities, Mutual Funds, Leadership
Education
Drake University 2000 — 2003
JD, Law
Wells Fargo August 2011 - Present
Wells Fargo Bank October 2010 - July 2011
Transamerica September 2007 - September 2010
JPMorgan Chase February 2007 - August 2007
Wells Fargo Bank August 2004 - October 2006
Education
Des Moines Area Community College
Associate of Arts Degree, 2009
Simpson College
Bachelor of Arts Degree, Business Management; 2012
Transamerica October 2014 - Present
Genesis Health Insurance March 2009 - May 2011
United Benefit Group 2007 - 2009
Skills
Account Management, Customer Service, Sales, Sales Management, Marketing, Insurance, Strategic Planning, Team Building, New Business Development, Management
Education
Eastern Illinois University 2000 — 2003
Bachelor, Sociology
Northern Trust July 2011 - Present
HSBC November 2008 - June 2011
Merrill Lynch 2002 - 2008
Jefferson Wells 2001 - 2002
Transamerica 1997 - 2001
Skills
Credit
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2000 — 2002
MBA, Finance
Marquette University 1989 — 1993
BS, Finance
BMO Harris Bank November 2013 - Present
Transamerica January 2014 - June 2014
Alcioun Capital October 2013 - November 2013
Merrill Lynch June 2012 - September 2012
Skills
Quantitative Analysis, C++, Matlab, Stochastic Calculus, Stochastic Processes, Stochastic Analysis, Probability, Differential Equations, Derivatives, MySQL, Quantitative Research, Quantitative Analytics, Competitive Analysis, Microsoft SQL Server, Monte Carlo Simulation, R, Quantitative Finance, Machine Learning, Time Series Analysis, Numerical Analysis, LaTeX, SAS, Analysis, Mathematica, Bloomberg Terminal, Python, Portfolio Management, VBA, Finance
Education
University of California, Irvine 2007 — 2013
PhD, Financial Math
East China Normal University 2003 — 2007
Bachelor of Science (BS), Applied Mathematics
Mars Drinks March 2015 - Present
The Institutes May 2008 - 2015
Transamerica 2003 - 2007
Education
Penn State University 2002 — 2005
MBA, Management/Marketing
Drexel University - LeBow College of Business 1996 — 2000
BSBA, Marketing
Cedar Rapids Curling Club 2013 - Present
Transamerica September 2012 - Present
Cascade Falls Investments, LLC December 2006 - Present
AEGON Americas September 2011 - August 2012
Cornerstone Wealth & Tax Advisory Group February 2011 - August 2012
CSC 2006 - 2010
United First Financial January 2008 - January 2009
CSC 2004 - 2006
CSC 1992 - 2004
Apex Computer Services, Inc January 1991 - March 1994
Skills
COBOL, JCL, Business Analysis, CICS, Fileaid, TSO, VSAM, SQL, SDLC, Management, Software Documentation, DB2, Insurance, Mainframe, Requirements Analysis, Easytrieve, Business Requirements, Endeavor, IBM Mainframe, Disaster Recovery, Integration, Information Technology, Performance Tuning, Production Support, Programming, Requirements Gathering, Software Development, Testing, Visio, Access, Analysis, Computer Program, Computers, ISPF, Leadership, MVS
Education
DeVry 1986 — 1988
Bachelor of Science (BS), Computer Information Systems
DeVry Institute of Technology 1986 — 1988
Bachelor of Science Degree, Computer Information Systems
Osceola High School 1981 — 1985
Transamerica November 2013 - Present
Transamerica June 2011 - November 2013
Principal Financial Group January 2007 - June 2011
AEGON May 2006 - August 2006
AmerUs Group May 2005 - August 2005
Skills
Actuarial, Insurance, Annuities, Actuarial Science, Term Life Insurance, Pricing, Investments, Valuation, Fixed Annuities, ALM, Risk Management, Financial Risk
Education
Drake University 2007 — 2008
MBA, Finance
Drake University 2002 — 2006
BSBA, Actuarial Science, Finance
USAA January 2004 - Present
Zurich Financial Services January 1999 - January 2004
Transamerica September 1995 - December 1998
Prudential Financial June 1992 - August 1995
Education
University of Michigan 1989 — 1992
BS, Mathematics
Delta College 1987 — 1989
Associate of Science (A.S.), Financial Mathematics
SF Partners LLC January 2006 - Present
New World Commercial August 2005 - December 2005
Bayview Financial January 2004 - June 2005
Transamerica May 2001 - October 2003
Citibank January 1999 - January 2001
Skills
Credit, Loss Mitigation, Commercial Lending, Underwriting, Credit Analysis, Loan Origination, Commercial Mortgages, Loan Structuring, Asset Management, Mortgage, Loans, Analysis, Asset, Small Business Lending, Real Estate Finance, Workout, Portfolio Management, Mortgage Lending, Real Estate Financing, Real Estate Investment, Credit Risk, Real Estate, Investment Properties, Real Estate Economics, Financial Structuring, Finance, Banking, Investments, Commercial Real Estate, Brokerage, Funding, Asset Based Lending, Mortgage Banking, Disposition, Refinance, Structured Finance
Education
Webster University 2002 — 2004
MBA, Finance
DePaul University 1994 — 1998
Bachelors of Arts, Psychology/Sociology
PNC Capital Advisors May 2011 - Present
Merrill Lynch October 2009 - May 2011
Transamerica 2007 - 2009
Allianz Life 2006 - 2007
Touchstone Funds 2002 - 2007
Education
Denison University 1998 — 2002
B.A., Economics
Anderson High School 1994 — 1998
Transamerica September 2014 - Present
Transamerica May 2014 - Present
PSC Industrial Inc. November 2011 - December 2013
Self employed January 2010 - January 2012
Manpower - Temporary Assignments July 2011 - November 2011
Manpower - Temporary Assignments July 2011 - October 2011
PSC June 2011 - July 2011
PSC - Manpower June 2011 - July 2011
Mission Bell Manufacturing February 2011 - May 2011
Mission Bell - Manpower February 2011 - May 2011
Skills
Coaching, P&L, Forecasting, Scheduling, Budgeting, Excel, Competitive Analysis, Profit, Store Management, Inventory Management, Merchandising, Retail, Customer Service, Outlook, Retail Management, Visual Merchandising, Team Building, Stores, Word, Hiring, Customer Relations, Inventory Control, Planning, PowerPoint, Microsoft Office, Supervisory Skills, Accounting, Problem Solving, Strategic Planning, Access, Process Improvement, Account Management, P&L Management, Customer Satisfaction, Analysis, Teamwork, Team Leadership, Administration, Time Management, Sales Management, Business Strategy, Promotions, Fashion, Apparel, Invoicing, Auditing, Vendor Relations, Profitability, Payroll, Market Planning
Education
DeVry University, (Keller Graduate School of management) 2006 — 2010
Masters, Business Administration
DeVry University, (Keller Graduate School of management) 2006 — 2010
Master's Degree: Mater of Arts, Business Administration
Devry University - Keller Graduate School of Management 2006 — 2010
MBA, Business Adminsitration, minor in Project Management
DeVry University 1998 — 2001
BSBA, Business Adminsitration, emphasis on computer information systems
DeVry University 1998 — 2001
Bachelor of Science, Business Administration; Information Systems
DeVry University 1998 — 2001
Bachelor of Science, Business Administration; Information Systems
Evoke Research and Consulting, LLC October 2012 - October 2013
Judson University 2000 - 2012
Fiserv, Check and Remittance Solutions June 2006 - December 2011
Transamerica Finance, Business Credit November 2001 - April 2006
Transamerica November 1997 - March 2001
General Motors 2001 - 2001
Service Companies November 1995 - November 1997
Lexington Homes Inc 1992 - 1995
Holiday Corporation 1990 - 1992
Perma-Pipe, Inc. 1990 - 1991
Education
DePaul University 1997 — 2000
MS, Telecommunications Systems, Computer Science
Freed-Hardeman University 1986 — 1989
BS, Computer Information Systems
Rochester College 1980 — 1981
Junior College Certificate, General Studies
Symantec May 2013 - Present
DIRECTV May 2011 - March 2013
VantageMedia October 2008 - September 2010
Medassets January 2008 - August 2008
Avega 2008 - August 2008
transamerica March 2007 - September 2007
Broad Institute February 2006 - November 2006
HealthNet July 2005 - December 2005
AT&T October 2000 - June 2005
IIS September 1999 - October 2000
Skills
Spring, REST, J2EE, Maven, Java Enterprise Edition, Android Development, Android, Java, Hibernate, Web Services, Tomcat, XML, Servlets, Eclipse, JUnit, SOAP, Agile Methodologies, JBoss Application Server, JPA, JSP, SQL, MongoDB, Mobile Applications, Groovy, SOA, Amazon Web Services..., Ant, Integration, Scrum, Hadoop, Cloud Computing
Education
Augustana College of University of Alberta 1996 — 1998
BS, Major in computer science
Indian Institute of Technology, Roorkee 1983 — 1988
B.Arch, Architecture
Delhi University 1981 — 1983
B.Sc, Physics Chemistry Maths
NCPHS August 2006 - Present
NCPHS May 1999 - July 2006
Transamerica 1994 - 1999
Dana Holding Corporation January 1991 - February 1994
Dana Holding Corporation June 1987 - December 1990
Dana Holding Corporation September 1985 - May 1987
Skills
Program Management, Change Management, Project Management, Leadership, Organizational..., Financial Management..., Team Management, Staff Supervision
Education
DePauw University 1981 — 1985
Bachelor of Arts (BA), Economics
Centerville Senior High School
AEI Investments, LLC April 2012 - Present
The Helvetica Group April 2007 - Present
Fieldstone Mortgage Company March 1997 - March 2007
Long Beach Mortgage Company January 1995 - February 1997
Transamerica 1992 - 1994
Skills
Home Equity Loans, Loans, Mortgage Lending, Refinance, Loss Mitigation, Loan Origination, Mortgage Servicing, Real Estate Economics, FHA, Credit, Mortgage Banking, REO, VA loans, Investment Properties, Underwriting, Investments, Residential Homes, FHA financing, Real Estate Financing, Due Diligence, Residential Mortgages, Real Estate
Education
Eastern Illinois University 1988 — 1993
Master's degree, Business, Management, Marketing
Time Warner Cable Media June 2012 - Present
Time Warner Cable Media February 2012 - May 2012
Anomax Corp. Ltd. 2010 - April 2012
Art Institute, Orange County October 2009 - March 2012
KSL Media February 2012 - February 2012
Ipsos December 2011 - January 2012
Specific Media July 2011 - July 2011
Big Honkin' Ideas February 2011 - February 2011
Viking River Cruises February 2011 - February 2011
Transamerica December 2010 - January 2011
Skills
Photography, Image Manipulation, Logo Design, Mac, PowerPoint, Advertising, Graphic Design, Brand Development, Video, Image Editing, Marketing, Creative Services, Graphics, Digital Media, Multimedia, Adobe Creative Suite, Digital Photography
Education
The Ohio State University 1987 — 1990
M.A., Photography
Denison University 1982 — 1986
B.F.A., Studio Art
Penang Free School
The PrivateBank and Trust Company March 2009 - Present
Discover Financial Services March 2008 - March 2009
abn amro/LaSalle Bank August 1998 - March 2008
Transamerica April 1993 - July 1998
Ernst & Young August 1979 - March 1993
Education
Dominican University 1977 — 1983
Dominican University 1977 — 1983
Dominican University 1975 — 1979
Transamerica July 2012 - Present
Catholic Health East March 2009 - July 2012
PC Network October 2008 - March 2009
Charming Shoppes, Inc March 2008 - October 2008
Wawa, Inc September 1986 - February 2008
Skills
Customer Service, Procurement, Strategic Planning, Process Improvement, Customer Relations, Change Management, Word, Excel, Microsoft Office, Coaching, Outlook, Problem Solving, Purchasing, Organizational..., Supply Chain, Management, Negotiation, Leadership, Retail, Project Planning, Business Analysis, Analysis, Business Process..., Software Documentation, Forecasting, Vendor Management, Project Management, Business Strategy, Human Resources, Team Building, Operations Management, Team Leadership, Microsoft Excel, Telecommunications, Cross-functional Team..., Training, Program Management, Microsoft Word, Performance Management, Call Centers, Networking, Budgets, Inventory Management, Customer Satisfaction, CRM, Strategy
Education
Drexel University - College of Business and Administration 2010 — 2018
Widener University 1987 — 1988
West Chester University of Pennsylvania 1982 — 1986
Bachelor's degree, Marketing
Hilco Global March 2013 - Present
USG October 2005 - January 2013
Baxter Healthcare September 2004 - October 2005
Transamerica April 2002 - June 2004
Skills
Forecasting, Financial Analysis, Financial Reporting, Financial Modeling, Budgets, Account Reconciliation, Finance, Variance Analysis, Pricing, Strategic Planning, Management, Accounting
Education
DePaul University 2012 — 2013
Strategy & Management
Univeristy of Chicago 2010 — 2011
Illinois State University 1992 — 1996
CTG - IBM / Lenovo April 2012 - Present
IBM Research Triangle Park, NC April 2004 - March 2012
Pitney Bowes December 2003 - April 2004
Transamerica 2003 - 2003
AegonUSA 2003 - 2003
IBM Silicon Valley Lab, Santa Teresa CA September 2000 - December 2001
APIIT, Karachi January 2000 - June 2000
Isra University, Hyderabad 1998 - 1999
KPMG/GlobalSoft Karachi 1996 - 1997
Skills
C++, Software Development, OOP, Test Automation, Java, DB2, C#, SQL, .NET, Operating Systems, Linux, Installshield..., Windows Installer, Installshield..., Modular programming, Process Automation, VMWare virtualization, Software Packaging, Windows ADK, Visual Basic .NET, Programming, Windows, Visual Basic, Software Engineering, Object Oriented Design, Eclipse, Agile Methodologies, VB.NET, VMware
Education
University of Sindh 1990 — 1995
Master's degree, Mathematics and Computer Science
Eastern Mediterranean University 1989 — 1990
Applied Math
TCF Inventory Finance, Inc. January 2014 - Present
Morgan Stanley Smith Barney August 2011 - December 2013
Hedeker & Perrelli, Ltd. February 2005 - June 2011
Transamerica May 2001 - August 2001
Skills
Accounting, Alternative Investments, Asset Allocation, Asset Protection, Business Formation, Civil Litigation, Corporate Law, Due Diligence, Elder Law, Estate Administration, Estate Law, Estate Planning, Estate Tax Planning, Finance, Financial Analysis, Financial Modeling, Financial Planners, Insurance, Investment Management, Investment Strategies, Investments, LLC, Legal Advice, Mutual Funds, Litigation, Private Equity, Retirement, Securities, Small Business, Strategic Financial..., Strategic Planning, Tax, Tax Advisory, Tax Law, Wealth, Wills, Wealth Management, Trusts, Retirement Planning, Financial Planning, Management, Leadership, Financial Services
Education
The John Marshall Law School 2002 — 2004
JD
Dominican University 1999 — 2001
BS MBA, Accounting, Finance
Elgin High School 1994 — 1998
Transamerica Life Canada 2014 - Present
Transamerica / World Financial Group (WFG) July 2011 - Present
Transamerica June 2005 - July 2011
Transamerica October 1999 - May 2005
Manulife Financial October 1992 - October 1999
New York Life Insurance Company March 1989 - October 1992
Skills
Process Improvement, Coaching, Financial Services, Change Management, Customer Service, Training, Team Building, Team Leadership, Insurance, Innovation, Customer Experience, System Administration, Management, Call Centers, Leadership, Operations Management, Software Documentation, Microsoft Office, Marketing, Public Speaking, Call Center, Strategic Planning, Sales Management, Analysis, Negotiation, Sales, Troubleshooting, Project Management, Marketing Strategy, Training Delivery, New Business Development, Account Management, Organizational..., Social Media, Performance Management, Vendor Management, Customer Satisfaction, Sales Operations, Recruiting, Security, Event Management, Relationship Management, Business Strategy, Disaster Recovery, Research, Budgets, ITIL, Wealth Management, Marketing Communications, CRM
Education
Durham College 2013 — 2013
LLQP, Life Insurance Licensed
York University 1983 — 1985
worked towards Bachelor of Arts, English Language and Literature/Letters
LOMA as well as CIFIC
Financial Sector
Transamerica September 1997 - Present
Skills
Mutual Funds, Sales Management, Defined Contribution, Retirement Planning, 401k, Relationship Management, Account Management, Pensions, Series 6, Defined Benefit, Asset Management, Financial Services, Employee Benefits, Asset Allocation, Management, Retirement, Series 7, Investments, Retirement Plan..., Financial Advisory, Microsoft Excel, Series 63, FINRA, ERISA, Life Insurance, Wealth Management, Financial Planning, Equities
Education
Denison University 1983 — 1987
B.A., History
Rainier Pacific Bank 2009 - 2010
Countrywide 2001 - 2008
Household Finance 2000 - 2001
Bank One September 1998 - February 2000
Transamerica May 1983 - July 1997
Education
Eastern Oregon University 1979 — 1983
BS, Business
Climatic Home Products June 2014 - Present
Coastal Properties December 2012 - Present
Whirlpool Corporation January 2008 - June 2012
Whirlpool Corporation July 2006 - December 2007
Maytag April 2003 - June 2006
Maytag March 1998 - March 2003
Maytag February 1995 - December 1997
Transamerica January 1992 - January 1995
Skills
Merchandising, Relationship Marketing, Consultative Selling, Value Selling, Budget Tracking, Budget Allocation, Training Skills, Customer Negotiations, Mentoring, Business Growth, Market Analysis, Product Marketing, Customer Relations, Customer Focus, Situational Leadership, Self Driven, Time Management, Independent Thinker, Social Responsibility, Identifying New..., Territory Planning, Sales Operations, Customer Oriented, Business Development, Budgets, National Accounts, Selling, New Business..., Negotiation, Self-driven, Training, Sales Management, Customer Service, Sales, Management, Leadership, Retail, Selling Skills, Key Account Development, Strategic Planning, Pricing, Free Thinking
Education
East Carolina University 1985 — 1990
BSBE, Major Information Processing Minor Business Administration
Transamerica December 2013 - February 2015
Edward Jones June 2011 - December 2013
Real Time Ordering / Gimme Grub January 2008 - June 2011
Restaurants on the Run January 2007 - July 2008
Frankie's Italian October 2004 - March 2008
Countrywide Mortgage August 2002 - October 2003
Mortgage Loan Specialists June 2000 - August 2002
Education
Penn Foster 2013 — 2015
Business Management
East Tennessee State University 1983 — 1985
Office Management
Transamerica March 2015 - Present
Transamerica January 2013 - March 2015
Transamerica August 2009 - December 2012
ACE Cash Express April 2005 - August 2009
aegon 1995 - 2005
Abacus Direct March 2000 - December 2000
Skills
Segmentation, Analytics, SAS, Financial Services, Data Analysis, Data Mining, Insurance, CRM, Predictive Modeling, Quantitative Research, Analysis, Market Analysis, Leadership, Market Research, Direct Marketing, Product Management, Statistics, Quantitative Analytics, Forecasting, Customer Analysis, Management, SQL, Marketing, Business Intelligence, Survey Design, Marketing Analytics, SAS programming, Strategy, Business Analysis, Customer Insight, Predictive Analytics, Business Development, Logistic Regression, Integrated Marketing, Marketing Research, Financial Modeling, Statistical Modeling, Database Marketing, Marketing Strategy
Education
Eastern New Mexico University
Bachelor's degree, Mathematics and Statistics
The University of Texas at Dallas
Master of Business Administration (M.B.A.), Marketing and Analysis
Nielsen July 2014 - July 2015
Nielsen December 2012 - July 2014
GE August 2011 - December 2012
GE Capital April 2009 - October 2011
GE Capital March 2008 - April 2009
GE Capital January 2004 - March 2008
Transamerica 2002 - 2004
Sidley Austin 2000 - 2002
Skills
Financial Analysis, Pricing Strategy, Financial Forecasting, Strategic Financial..., Microsoft Excel, PowerPoint, Hyperion Enterprise, Business Objects, Access, Strategy, Financial Modeling, Forecasting, Analysis, Accounting, Finance, Financial Reporting, Acquisition Integration, Sarbanes-Oxley Act, Process Improvement, Auditing, Essbase, Risk Management, Account Reconciliation, Corporate Finance, Financial Planning
Education
Northern Illinois University 2005 — 2006
MBA, Strategic Management
DePaul University 1998 — 2002
B.S, Accounting
Transamerica September 2014 - Present
Allstate January 2013 - August 2014
Allstate March 2009 - December 2012
Allstate December 2007 - February 2009
Sears Holdings Corporation January 2007 - December 2007
PAA February 2006 - December 2006
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Accounting, GAAP, Return on Investment..., Portfolio Performance..., Risk Assessment, Internal Controls, Commercial Mortgages, Limited Partnerships, Real Estate, Leadership, Investments, Process Improvement
Education
DePaul University 2003 — 2005
Master's degree, Finance, General
Xiamen University 1993 — 2000
Master's degree, Accounting
Cenveo July 2014 - Present
A Hardy USA January 2014 - June 2014
Arthur J. Gallagher & Co. July 2013 - December 2013
Career Education Corporation January 2005 - July 2013
Transamerica September 2000 - June 2004
Schneiderman Kohn & Winston January 1999 - August 2000
Skills
Oracle General Ledger, Staff Development, Microsoft Excel, Account Reconciliation, Bank Reconciliation, Revenue Recognition, Financial Statement..., Business Process..., Auditing, GAAP, Accounts Payable, Financial Analysis, PeopleSoft, Microsoft Word, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Statements, Variance Analysis
Education
DeVry University-Illinois 1996 — 1999
Bachelor of Science (B.S.), Accounting, 4.0
LifeSecure 2009 - Present
MetLife Investors April 2005 - December 2009
Transamerica 2004 - 2005
John Hancock Life Insurance Company (U.S.A.) 1999 - 2003
Skills
Long-term Care
Education
Duquesne University 1976 — 1981
Bachelor's Degree Pharmacy, Pharmacy
Avalon Risk Management February 2013 - Present
Lake Park High School August 2007 - Present
Transamerica August 1991 - August 1995
Kitchen Distributors of America August 1988 - July 1991
Skills
Public Speaking, Research, Curriculum Design, Curriculum Development, Social Media
Education
DePaul University 2014 — 2016
Masters Degree, Education
DePaul University
Bachelor of Arts (B.A.), Psychology
CCALA October 2014 - Present
A-Residential Inspection June 2008 - September 2014
HHCM April 2013 - July 2014
Transamerica May 2005 - February 2010
Education
DeVry University-California 2009 — 2012
Bachelor of Business Administration (BBA)
DeVry University
Bachelor of Arts (B.A.)
Transamerica October 1999 - Present
Skills
Reinsurance, Life Insurance, Commercial Insurance, Liability, Actuarial Science, Health Insurance, Solvency II, Fixed Annuities, Disability Insurance, Commercial Lines, Insurance, Financial Accounting, Credit Unions, Financial Risk, Financial Analysis, Management, Leadership, Financial Services, Customer Service, Finance
Education
Strayer University-Georgia 2008 — 2012
Master of Business Administration (M.B.A.), Project Management
DeVry University-Georgia 2001 — 2003
Bachelor of Business Administration (B.B.A.), Accounting
Just Children Child Development Center April 2003 - Present
Resource One Mortgage 1996 - 1999
Resource One Mortgage 1993 - 1999
Transamerica 1992 - 1993
Skills
Public Speaking, Strategic Planning, Coaching, Staff Development, Curriculum Design, Leadership Development, Curriculum Development, Educational Leadership, Business Strategy, Project Management, Payroll, Human Resources, New Hire Training, New Hire Orientations, Interviews, Title Clearing, Credit Analysis, Mentoring Of Staff, Mediation, Job Scheduling, Loan Closings, Fundraising, Instructional Design
Education
Drexel University 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Phonak LLC July 2008 - Present
Aon July 2001 - June 2008
Transamerica March 1997 - June 2001
GE Capital 1994 - 1997
Skills
Human Resources, Employee Relations, Talent Management, Organizational..., Performance Management, Team Building
Education
Drake University 1979 — 1983
Bachelor of Science in BA, Retail Management
Glenbard West HS 1975 — 1979
GEM Financial Services, Inc. February 1994 - Present
GEM Financial Services, Inc. February 1993 - Present
Transamerica January 1989 - Present
MassMutual Financial Group March 1979 - December 1988
Skills
Insurance, Retirement, Customer Service, Portfolio Management
Education
Delta College 1961 — 1963
General Studies
Holy Rosary High School 1949 — 1960
High School Graduate, General Education
VALIC December 2010 - Present
Transamerica February 2008 - December 2010
JP Morgan Chase October 2006 - February 2008
BBVA Compass March 2006 - August 2006
Western & Southern Financial Group August 2004 - March 2006
Transamerica December 1991 - August 2004
Skills
Sales, Recruiting, Employee Benefits, Sales Management, Insurance, Investments, Finance, Management, Fixed Annuities, Retirement, 401k, Training, Series 7, Series 63, Series 65, IRAs, Estate Planning, Financial Services, Life Insurance, Mutual Funds, Retirement Planning, Series 6, Disability Insurance, Whole Life, Long-term Care, Wealth Management, Long Term Care Insurance, Term Life Insurance, Universal Life, Variable Annuities, Strategic Financial..., Health Insurance, Financial Planning
Education
The American College 1985 — 1988
Chartered LIfe Underwriter Designation
Duquesne University 1976 — 1980
BS, Education
BNY Mellon March 2012 - July 2015
American National Insurance Co. May 2008 - February 2012
Universal Weather 2005 - 2008
Transamerica 2005 - 2005
ING 2001 - 2004
PFPC 1998 - 2001
Skills
Financial Reporting, Mutual Funds, Investments, Insurance, Bloomberg, Fund Accounting, Excel, Process Improvement, Access, Pricing, Crystal Reports, Valuation, Microsoft Excel, Financial Analysis, Financial Statements, Accounting, Analysis, Financial Accounting, Finance, Derivatives, Equities, Fixed Income, Financial Services, General Ledger
Education
Drexel University - College of Business and Administration 1990 — 1997
Bachelor of Science (BS), Accounting and Finance
Transamerica Agency Network, Inc. February 2013 - Present
Transamerica August 2011 - Present
Edward Jones 2008 - 2011
SABIC Polymershapes December 2008 - March 2009
Pilkington / NSG Group March 2008 - November 2008
American Eagle Outfitters March 2005 - March 2008
Skills
Strategic Financial..., Life Insurance, Term Life Insurance, Fixed Annuities, Insurance, Long-term Care
Education
Eastern Kentucky University
Bachelor of Business Administration (B.B.A.)
Transamerica February 2015 - Present
Allstate March 2013 - February 2015
HSBC August 2012 - March 2013
Ernst & Young September 2010 - July 2012
EY September 2008 - September 2010
Skills
Internal Controls, Financial Reporting, Sarbanes-Oxley Act, Auditing, US GAAP, SEC filings, Financial Accounting, CPA, Financial Analysis, GAAP, External Audit, Financial Statements, General Ledger, Assurance, Big 4, Sarbanes-Oxley, IFRS, Finance, Financial Audits, Microsoft Excel, Consolidation, Valuation, Banking, SAS70, Investments, Tax, Internal Audit, Revenue Recognition
Education
Drake University 2006 — 2008
MAc, Accounting
University of Iowa 1999 — 2004
Bachelor of Arts (B.A.), Economics, Business, International Business
West Liberty High School
Transamerica October 2014 - Present
Lakeshore Sport & Fitness June 2013 - June 2014
Grote Industries, LLC December 2011 - January 2013
PureKitchen Catering June 2012 - September 2012
Parker Hannifin May 2010 - June 2010
Skills
SPSS, Mandarin, Microsoft Office, Research, Event Planning, Microsoft Excel, Microsoft Word, PowerPoint, Spanish, English, Social Media, Writing, Public Speaking, Photoshop, Editing, Community Outreach, Chinese, Teamwork, Teaching, Public Relations, Social Networking, Team Building, Leadership, Social Media Marketing, Market Research, Marketing Communications, Windows, Adobe Creative Suite, Team Leadership, Management, Facebook, InDesign, International Business, Event Management, Illustrator, Graphic Design, iMovie, Advertising, Chinese culture, Marketing Strategy, International Relations, Data Analysis, Marketing, Time Management, Staff Development, Customer Service, AP Style, Salesforce.com, International Education, Organizational Structure
Education
DePaul University 2012 — 2015
Business Management (Sports Management) & PR/Advertisement
Valparaiso University 2010 — 2011
Undergraduate, Business/International Business
Concordia International School of Shanghai 2006 — 2010
High School Diploma
Multi Packaging Solutions January 2014 - Present
Rexam July 2011 - January 2014
Bowe Bell + Howell 2005 - July 2011
GE 2004 - 2004
Transamerica 1999 - 2004
Heller Financial 1997 - 1999
Skills
SAP, Auditing, Accounting, Internal Controls, Variance Analysis, Finance, Account Reconciliation, Financial Analysis
Education
University of Illinois at Urbana-Champaign - College of Business 1985 — 1989
BS, Finance
DePaul University
Accounting Studies Program, Hours for CPA Exam
Phonak June 2008 - Present
Aon Corporation January 2004 - June 2008
Transamerica February 1997 - June 2001
Skills
Succession Planning, Talent Management, Onboarding, Performance Management, Deferred Compensation, Employee Relations, HRIS, Employee Engagement, Talent Acquisition, Organizational..., Human Resources, Personnel Management, HR Policies, HR Consulting, Recruiting, Employee Benefits
Education
Drake University 1979 — 1983
Bachelor of Science (BS), Business Administration and Management, General
Transamerica November 2011 - Present
Next Level Therapy Services November 2011 - Present
Education
DeVry University
Transamerica September 2014 - Present
Transamerica August 2013 - September 2014
Transamerica April 2013 - August 2013
Towers Watson May 2012 - December 2012
University of Connecticut June 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Statistics, Data Analysis, SPSS, Teamwork, Research, Economics, Actuarial Science, SAS, R, Mandarin, Financial Analysis, Matlab, Customer Service, Time Management, VBA
Education
The University of Connecticut 2011 — 2012
MS, Actuarial Science
Portland State University 2010 — 2011
Certificate, Business Management
Dongbei University of Finance and Economics 2007 — 2011
Bachelor of Science (B.S.), Insurance
Broadspire Services 1999 - 2011
Transamerica February 1997 - September 1998
Skills
Workers' Compensation..., Lotus Notes, Accident, Call Centers, Date Enrty, Office Administration, Insurance, Claims Handling
Education
Donnelly College 2012 — 2015
Associate's degree, Business Administration and Management, General, 10
Washington High School
Transamerica August 2015 - Present
Mercer August 2014 - July 2015
Principal Financial Global Investors, December 2013 - August 2014
Iowa State University November 2009 - December 2013
Transamerica Life Insurance Company January 2012 - August 2012
Education
Western Illinois University 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, 3.6 GPA
Drake University 2014 — 2014
Master of Business Administration (M.B.A.)
Iowa State University 2009 — 2013
Bachelor’s Degree, Finance, secondary major in Management, 3.3 GPA
Transamerica February 2015 - Present
Transamerica December 2014 - January 2015
Transamerica July 2014 - November 2014
CNO Financial Group May 2013 - August 2013
DePauw University May 2012 - August 2012
Deloitte Vietnam June 2011 - August 2011
Skills
PowerPoint, SPSS, Microsoft Excel, Auditing, Economics, Microsoft Word, Analysis, Data Analysis, Financial Modeling, Statistics, P/1, FM/2, MLC, SQL, VBA, MFE
Education
DePauw University 2010 — 2014
Bachelor of Arts, Mathematics; Economics
Have Lens, Will Travel September 2011 - Present
Transamerica November 2012 - November 2013
UnityPoint Health June 2012 - October 2012
UnityPoint Health November 2011 - June 2012
Skills
Portrait Photography, Digital Photography, Event Photography, Wedding Photography, Commercial Photography, Portraits, Photoshop, Fine Art Photography, Photojournalism, Image Editing, Digital Imaging, Windows 7, Mac, Help Desk Support, Photography
Education
The University of South Dakota 2006 — 2007
Des Moines Area Community College
Harley-Davidson Financial Services March 2000 - Present
Transamerica January 1995 - March 2000
Skills
Finance, Financial Services, Underwriting, Sales, Banking, Commercial Lending
Education
East Carolina University 1986 — 1986
Bachelor of Science (BS), Finance, General
UNC Chapel Hill
Transamerica May 2014 - Present
Mizuho Financial Group October 2013 - Present
Gemini Fund Services July 2011 - October 2013
Gemini Fund Services December 2010 - July 2011
Nawrocki Smith, LLP January 2009 - September 2010
Skills
Financial Statements, Mutual Funds, Bloomberg Terminal, Equities, Swaps, Futures, Options, Financial Analysis, Accounting, Financial Services
Education
Dowling College 2005 — 2009
Accounting
Transamerica February 2015 - Present
King Soopers March 2007 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Inventory Management, Teamwork
Education
DeVry University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Accounting
Transamerica November 2011 - Present
Education
East Carolina University 2004 — 2008
Bach, Recrational Therapy
GE Capital January 2010 - Present
GE Capital September 2006 - January 2010
Odeen Hibbs Trucking Company June 2004 - June 2006
Transamerica September 1999 - June 2004
United States Postal Service June 1994 - August 1999
Skills
Microsoft Office, Mainframe, Research, Highly detail oriented, Organized with Strong..., Accounting, Accounts Receivable, Customer Service, Accounts Payable, Data Entry, Outlook, Process Improvement, Microsoft Word
Education
Mt Mercy University 2013 — 2016
Bachelor's degree, Accounting and Finance, Sophomore
Mt Mercy College 2007 — 2009
Accounting and Finance
Des Moines Area Community College 1996 — 1998
Certificate, Small Business Management
Hamilton Business College 1988 — 1989
Certificate, Data Entry
Transamerica December 2014 - Present
Nationwide Insurance February 2013 - December 2014
Skills
Forecasting, Business Analysis, Data Analysis, Life Insurance, Property & Casualty..., Claim, Analysis, Call Centers, Process Improvement
Education
Des Moines Area Community College 2010 — 2013
Associate of Arts (AA), Business Administration
Transamerica 2013 - 2014
Education
Rosemont College 2014 — 2016
Master of Arts (M.A.), Publishing
Eastern University 2004 — 2009
Bachelor of Arts (B.A.), Creative Writing
Transamerica January 2014 - Present
Transamerica January 2013 - December 2013
Transamerica August 2010 - January 2013
Transamerica August 2007 - August 2010
Transamerica December 2006 - August 2007
Accountemps August 2006 - December 2006
Kum & Go February 2005 - June 2006
Skills
Microsoft Excel, PowerPoint, Financial Analysis, Expense Management, Budget Process, Business Process..., Problem Solving, Presentation Skills, VBA, Predictive Modeling, Headcount Reporting, Accounting, Analysis, Financial Reporting, Process Improvement
Education
Drake University 2001 — 2004
Bachelor’s Degree, Accounting