Transamerica Company
Industry: Insurance company
DescriptionThe Transamerica Corporation is an American holding company for various life insurance companies and investment firms operating primarily in the United States, offering life and supplemental health insurance, investments, and retirement services. Headquarters: Cedar Rapids, Iowa, United States Parent organization: Aegon N.V. CEO: Mark W. Mullin (Jan 2010–) Founder: Amadeo Giannini Founded: 1928, San Francisco, California, United States Subsidiaries: World Financial Group,
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Transamerica Employees
Employee
Years
Job
Industry
Jon DeGroff Jon DeGroff's Transamerica Experience August 2015 - Present
Job Agency Director at Transamerica
Industry Financial Services
Experience
Transamerica August 2015 - Present
Education
The American College 2010 — 2011
Fairmont State University 2000 — 2005
Transamerica August 2015 - Present
Education
The American College 2010 — 2011
Fairmont State University 2000 — 2005
ALTAGRACIA GARCIA ALTAGRACIA GARCIA's Transamerica Experience June 2012 - Present
Job Insurance Professional
Industry Insurance
Experience
Freedom Equity Group April 2014 - Present
Colonial Life 2013 - Present
Transamerica June 2012 - Present
American National Life Insurance Co. of New York September 2008 - Present
Combined Insurance June 2013 - February 2014
Allstate 2013 - February 2014
Blue Cross Blue Shield of Texas August 2013 - 2014
UnitedHealth Group August 2013 - 2014
STATE FARM INSURANCE 2011 - 2011
Skills
Insurance, Health Insurance, Finance, Outlook, Sales, Strategic Planning, Leadership, Customer Satisfaction, Team Building, General Insurance, Property & Casualty..., Underwriting, Life Insurance, Claim, Customer Retention, Employee Benefits, Strategy, Term Life Insurance, Disability Insurance, Claims Management, Accident, Long-term Care, Claims Handling, Critical Illness, Health Savings Accounts, Long Term Care Insurance, Executive Management, Project Planning, Insurance Brokerage, Business, Cold Calling, Analysis, Training, Workers Compensation, Small Business, Medicare, Financial Services, Call Centers, Brokers, Casualty Insurance, Financial Risk, Retirement Planning, Process Improvement, Legal Liability, Liability, Relationship Management, Pricing, Vendor Management, Managed Care, Recruiting
Education
El Paso Community College 2000 — 2002
Certification Business, Business Management
Freedom Equity Group April 2014 - Present
Colonial Life 2013 - Present
Transamerica June 2012 - Present
American National Life Insurance Co. of New York September 2008 - Present
Combined Insurance June 2013 - February 2014
Allstate 2013 - February 2014
Blue Cross Blue Shield of Texas August 2013 - 2014
UnitedHealth Group August 2013 - 2014
STATE FARM INSURANCE 2011 - 2011
Skills
Insurance, Health Insurance, Finance, Outlook, Sales, Strategic Planning, Leadership, Customer Satisfaction, Team Building, General Insurance, Property & Casualty..., Underwriting, Life Insurance, Claim, Customer Retention, Employee Benefits, Strategy, Term Life Insurance, Disability Insurance, Claims Management, Accident, Long-term Care, Claims Handling, Critical Illness, Health Savings Accounts, Long Term Care Insurance, Executive Management, Project Planning, Insurance Brokerage, Business, Cold Calling, Analysis, Training, Workers Compensation, Small Business, Medicare, Financial Services, Call Centers, Brokers, Casualty Insurance, Financial Risk, Retirement Planning, Process Improvement, Legal Liability, Liability, Relationship Management, Pricing, Vendor Management, Managed Care, Recruiting
Education
El Paso Community College 2000 — 2002
Certification Business, Business Management
Paul Alegi Paul Alegi's Transamerica Experience 2000 - 2003
Job Managing Partner Contego Capital Advisors
Industry Financial Services
Experience
Contego Capital Advisors 2009 - Present
Lincoln Financial Group 2008 - 2009
ING 2006 - 2008
Genworth Financial 2005 - 2006
American Express 2003 - 2005
Transamerica 2000 - 2003
OppenheimerFunds 1996 - 2000
Skills
Securities, Investments, Asset Management, Retirement, 401k, Banking, Mutual Funds, Asset Allocation, Wealth Management, Alternative Investments, Retirement Planning, Financial Planning, Equities, Portfolio Management, Investment Strategies, Risk Management, Fixed Income, Investment Advisory, Customer Relations, Financial Analysis, Strategic Planning, Financial Advisory, Estate Planning, Employee Benefits, Public Speaking, Sales Management, IRA's, Succession Planning, Consultative Selling, Account Management, Financial Modeling, Problem Solving, Series 65, Strategic Financial..., Series 63, Investment Management, FINRA
Education
International Federation for Retirement Education 2004 — 2005
Certified Retirement Counselor, Economics
Six Sigma Certification 2003 — 2004
Executive Green Belt, Business Management
Securities Industry 1997 — 1997
Series 6, 63 and 65 Registrations, Finance
University of Maryland University College 1992 — 1993
History
Montgomery College 1990 — 1992
Elementary Education
Frostburg State University 1989 — 1990
History
Contego Capital Advisors 2009 - Present
Lincoln Financial Group 2008 - 2009
ING 2006 - 2008
Genworth Financial 2005 - 2006
American Express 2003 - 2005
Transamerica 2000 - 2003
OppenheimerFunds 1996 - 2000
Skills
Securities, Investments, Asset Management, Retirement, 401k, Banking, Mutual Funds, Asset Allocation, Wealth Management, Alternative Investments, Retirement Planning, Financial Planning, Equities, Portfolio Management, Investment Strategies, Risk Management, Fixed Income, Investment Advisory, Customer Relations, Financial Analysis, Strategic Planning, Financial Advisory, Estate Planning, Employee Benefits, Public Speaking, Sales Management, IRA's, Succession Planning, Consultative Selling, Account Management, Financial Modeling, Problem Solving, Series 65, Strategic Financial..., Series 63, Investment Management, FINRA
Education
International Federation for Retirement Education 2004 — 2005
Certified Retirement Counselor, Economics
Six Sigma Certification 2003 — 2004
Executive Green Belt, Business Management
Securities Industry 1997 — 1997
Series 6, 63 and 65 Registrations, Finance
University of Maryland University College 1992 — 1993
History
Montgomery College 1990 — 1992
Elementary Education
Frostburg State University 1989 — 1990
History
Allie Jiles-Bernard Allie Jiles-Bernard's Transamerica Experience February 1973 - October 2002
Job Mortgage Banking
Industry Banking
Experience
Any August 2013 - Present
Bank of America March 2002 - August 2013
Transamerica February 1973 - October 2002
Skills
Credit, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Retail Banking, Credit Risk, Portfolio Management, Mortgage Banking, Risk Management, Loan Origination, Commercial Lending, Financial Analysis, Financial Risk
Education
El Camino College 1992 — 2003
None, Sociology
Charles Brown High School 1963 — 1967
High School Diploma
Any August 2013 - Present
Bank of America March 2002 - August 2013
Transamerica February 1973 - October 2002
Skills
Credit, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Retail Banking, Credit Risk, Portfolio Management, Mortgage Banking, Risk Management, Loan Origination, Commercial Lending, Financial Analysis, Financial Risk
Education
El Camino College 1992 — 2003
None, Sociology
Charles Brown High School 1963 — 1967
High School Diploma
Lee Fictum Lee Fictum's Transamerica Experience June 1999 - Present
Job Experienced ProblemSolving Software Engineer
Industry Computer Software
Experience
Transamerica June 1999 - Present
Suncoast Cathedral August 2008 - April 2015
Nested Concepts, Inc. August 2007 - January 2013
My Virtual Professional, LLC November 2008 - November 2010
AMP Multimedia October 2003 - June 2005
DeSoto Insurance April 1998 - August 1998
Raymond James May 1997 - August 1997
Honeywell May 1996 - August 1996
Raytheon May 1995 - August 1995
Skills
Visual Basic 5.0/6.0, C#, .NET, C++, SQL, XML, XPath, HTML, Visual Studio, TFS, Microsoft SQL Server, SQL Server Management..., Microsoft Excel, Problem Solving, Communication, Customer Focused, Delivering Results, Insurance, TAMRA/DEFRA Calculations, Sales/Inforce..., Calculations, Web Applications, Integration, Architectures, Agile Methodologies, Visual Basic
Education
Florida State University 1994 — 1999
Bachelors of Science, Actuarial Mathematics, Computer Science, Business, 3.964 GPA
Transamerica June 1999 - Present
Suncoast Cathedral August 2008 - April 2015
Nested Concepts, Inc. August 2007 - January 2013
My Virtual Professional, LLC November 2008 - November 2010
AMP Multimedia October 2003 - June 2005
DeSoto Insurance April 1998 - August 1998
Raymond James May 1997 - August 1997
Honeywell May 1996 - August 1996
Raytheon May 1995 - August 1995
Skills
Visual Basic 5.0/6.0, C#, .NET, C++, SQL, XML, XPath, HTML, Visual Studio, TFS, Microsoft SQL Server, SQL Server Management..., Microsoft Excel, Problem Solving, Communication, Customer Focused, Delivering Results, Insurance, TAMRA/DEFRA Calculations, Sales/Inforce..., Calculations, Web Applications, Integration, Architectures, Agile Methodologies, Visual Basic
Education
Florida State University 1994 — 1999
Bachelors of Science, Actuarial Mathematics, Computer Science, Business, 3.964 GPA
Mark Schneider, CPA Mark Schneider, CPA's Transamerica Experience February 2005 - Present
Job Senior Lead Auditor at Transamerica
Industry Financial Services
Experience
Transamerica February 2005 - Present
Federal Reserve Bank of Richmond February 1988 - December 2004
Maryland National Bank December 1984 - December 1987
Deloitte, Haskins & Sells June 1982 - March 1984
Skills
CPA, Auditing, Internal Audit, Finance, Accounting, Problem Solving, Team Leadership, Communication Skills
Education
Loyola College in Maryland 1985 — 1987
Master of Science, Finance
Fairleigh Dickinson University 1978 — 1982
Bachelor of Science, Accounting
Transamerica February 2005 - Present
Federal Reserve Bank of Richmond February 1988 - December 2004
Maryland National Bank December 1984 - December 1987
Deloitte, Haskins & Sells June 1982 - March 1984
Skills
CPA, Auditing, Internal Audit, Finance, Accounting, Problem Solving, Team Leadership, Communication Skills
Education
Loyola College in Maryland 1985 — 1987
Master of Science, Finance
Fairleigh Dickinson University 1978 — 1982
Bachelor of Science, Accounting
Colette Dooley-Robertson Colette Dooley-Robertson's Transamerica Experience November 1998 - February 2003
Job Senior Staff Accountant
Industry Accounting
Experience
Addison Group September 2013 - November 2013
Creative Financial Staffing May 2013 - August 2013
Wilton Industries May 2008 - April 2013
Woodward, Inc. August 2003 - April 2008
Transamerica November 1998 - February 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML
Education
Elmhurst College 1987 — 1990
Bacheelor of Science, Accounting
University of Illinois at Chicago
Addison Group September 2013 - November 2013
Creative Financial Staffing May 2013 - August 2013
Wilton Industries May 2008 - April 2013
Woodward, Inc. August 2003 - April 2008
Transamerica November 1998 - February 2003
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML
Education
Elmhurst College 1987 — 1990
Bacheelor of Science, Accounting
University of Illinois at Chicago
Ivan Uranga Ivan Uranga's Transamerica Experience 2009 - 2009
Job Artist
Industry Media Production
Experience
DHAP Digital 2014 - Present
Nancy Hayes Studio 2013 - Present
Independent 2003 - Present
Independent 1999 - Present
Independent 1997 - Present
Aubrey Maxwell 2013 - 2014
Team Tours 2012 - 2014
Sabrina Brennan - San Mateo Harbor Commission 2012 - 2012
Ken Fulk Inc. 2010 - 2012
Transamerica 2009 - 2009
Skills
Art, Politics, Copywriting, Advertising, Graphic Design, Set Dressing, Food Styling, Photoshop, Painter, Seamster, Illustrator, InDesign, PowerPoint, Microsoft Excel
Education
University of California, Santa Cruz
Political Science
Foothill College
Political Science
Fashion Institute of Design & Merchandising
Fashion/Apparel Design
Glendale Community College
Real Estate
DHAP Digital 2014 - Present
Nancy Hayes Studio 2013 - Present
Independent 2003 - Present
Independent 1999 - Present
Independent 1997 - Present
Aubrey Maxwell 2013 - 2014
Team Tours 2012 - 2014
Sabrina Brennan - San Mateo Harbor Commission 2012 - 2012
Ken Fulk Inc. 2010 - 2012
Transamerica 2009 - 2009
Skills
Art, Politics, Copywriting, Advertising, Graphic Design, Set Dressing, Food Styling, Photoshop, Painter, Seamster, Illustrator, InDesign, PowerPoint, Microsoft Excel
Education
University of California, Santa Cruz
Political Science
Foothill College
Political Science
Fashion Institute of Design & Merchandising
Fashion/Apparel Design
Glendale Community College
Real Estate
Anoj Bahuleyan Anoj Bahuleyan's Transamerica Experience 2014 - 2015
Job Director at Anj America Inc.
Industry Information Technology and Services
Experience
ANJ America Inc. December 2008 - Present
Anj America Inc. December 2008 - Present
Transamerica 2014 - 2015
State Farm August 2012 - December 2013
Skills
Team Management, Management, Microsoft Office, Business Analysis, New Business Development, Requirements Analysis, CRM, Strategic Planning, Project Management, Business Strategy, Oracle, Agile Methodologies, JavaScript, SDLC, Financial Accounting, Vendor Management, Business Development, Microsoft SQL Server, SQL
Education
Edith Cowan University 2000 — 2002
Master's in Business Administration, International Business
ANJ America Inc. December 2008 - Present
Anj America Inc. December 2008 - Present
Transamerica 2014 - 2015
State Farm August 2012 - December 2013
Skills
Team Management, Management, Microsoft Office, Business Analysis, New Business Development, Requirements Analysis, CRM, Strategic Planning, Project Management, Business Strategy, Oracle, Agile Methodologies, JavaScript, SDLC, Financial Accounting, Vendor Management, Business Development, Microsoft SQL Server, SQL
Education
Edith Cowan University 2000 — 2002
Master's in Business Administration, International Business
Jessica D. Hughes, CFS® Jessica D. Hughes, CFS®'s Transamerica Experience September 2015 - Present
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica September 2015 - Present
Education
Florida State University 1993 — 1997
BS
Transamerica September 2015 - Present
Education
Florida State University 1993 — 1997
BS
Leslie Brand Leslie Brand's Transamerica Experience May 2010 - August 2010
Job Program Coordinator
Industry Hospitality
Experience
National Multiple Sclerosis Society - South Florida chapter July 2014 - Present
Shell Point Retirement Community September 2013 - Present
Waldorf Astoria Naples July 2013 - September 2013
Naples Flatbread and Wine Bar January 2012 - July 2013
Resort Sports Inc. January 2013 - May 2013
Transamerica May 2010 - August 2010
Skills
Event Planning, Outdoor Recreation, Coordinating Events, Customer Service, Leadership, Time Management
Education
Florida Gulf Coast University 2009 — 2013
Bachelor of Science (B.S.), Resort and Hospitality Management
National Multiple Sclerosis Society - South Florida chapter July 2014 - Present
Shell Point Retirement Community September 2013 - Present
Waldorf Astoria Naples July 2013 - September 2013
Naples Flatbread and Wine Bar January 2012 - July 2013
Resort Sports Inc. January 2013 - May 2013
Transamerica May 2010 - August 2010
Skills
Event Planning, Outdoor Recreation, Coordinating Events, Customer Service, Leadership, Time Management
Education
Florida Gulf Coast University 2009 — 2013
Bachelor of Science (B.S.), Resort and Hospitality Management
Brandi Castleberry Brandi Castleberry's Transamerica Experience April 2014 - Present
Job Agent at Transamerica
Industry Insurance
Experience
Transamerica April 2014 - Present
Skills
Life Insurance, Term Life Insurance, Whole Life, Fixed Annuities, Property & Casualty..., Customer Service, Sales, Account Management, Customer Satisfaction, Sales Operations
Education
Florida Community College at Jacksonville 2001 — 2002
Associate's degree
Great Bridge High School 1997 — 2001
High School Diploma
Transamerica April 2014 - Present
Skills
Life Insurance, Term Life Insurance, Whole Life, Fixed Annuities, Property & Casualty..., Customer Service, Sales, Account Management, Customer Satisfaction, Sales Operations
Education
Florida Community College at Jacksonville 2001 — 2002
Associate's degree
Great Bridge High School 1997 — 2001
High School Diploma
Justin Morrow Justin Morrow's Transamerica Experience September 2010 - Present
Job Senior Marketing Director at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) October 2010 - Present
Transamerica September 2010 - Present
US Navy June 1994 - February 2015
Skills
Life & Health Insurance..., Retirement Planning, College Savings Plans, Fixed Annuities, Long Term Care Insurance, Debt Management, Retirement, Long-term Care, Finance, Health Insurance, Savings, Mutual Funds, Financial Advisory, Personal Finance, Personal Financial..., Team Building, Insurance, Leadership, Management, Financial Planning
Education
Embry Riddle Aeronautical University-Worldwide 2005 — 2008
Bachelor of Science (BSc), Professional Aeronautics
World Financial Group (WFG) October 2010 - Present
Transamerica September 2010 - Present
US Navy June 1994 - February 2015
Skills
Life & Health Insurance..., Retirement Planning, College Savings Plans, Fixed Annuities, Long Term Care Insurance, Debt Management, Retirement, Long-term Care, Finance, Health Insurance, Savings, Mutual Funds, Financial Advisory, Personal Finance, Personal Financial..., Team Building, Insurance, Leadership, Management, Financial Planning
Education
Embry Riddle Aeronautical University-Worldwide 2005 — 2008
Bachelor of Science (BSc), Professional Aeronautics
Ronald Stafford Ronald Stafford's Transamerica Experience May 2014 - Present
Job Student at Houston Baptist University
Industry Entertainment
Experience
Transamerica May 2014 - Present
Rental property owner January 2013 - Present
UnitedHealth Group February 2013 - May 2013
United States Air Force August 2005 - July 2012
E.W. James & Sons December 2003 - May 2005
Skills
Intelligence, Information Assurance, Air Force, Military Experience, Military Operations, Military, Command, Security Clearance, National Security, Human Nutrition
Education
Galveston College 2013 — 2015
Community College of the Air Force 2005 — 2012
Aerial logistics
University of Maryland University College 2009 — 2010
Dresden High School 2002 — 2005
High school
Transamerica May 2014 - Present
Rental property owner January 2013 - Present
UnitedHealth Group February 2013 - May 2013
United States Air Force August 2005 - July 2012
E.W. James & Sons December 2003 - May 2005
Skills
Intelligence, Information Assurance, Air Force, Military Experience, Military Operations, Military, Command, Security Clearance, National Security, Human Nutrition
Education
Galveston College 2013 — 2015
Community College of the Air Force 2005 — 2012
Aerial logistics
University of Maryland University College 2009 — 2010
Dresden High School 2002 — 2005
High school
Eliot Brown Eliot Brown's Transamerica Experience June 2008 - August 2011
Job Senior Actuarial Consultant at MetLife
Industry Insurance
Tim Fredrickson Tim Fredrickson's Transamerica Experience April 1998 - December 2002
Job Default Resolution Manager at Ceannate Corp.
Industry Financial Services
Experience
FMS - Financial Management Systems August 2015 - Present
Ceannate Corp. September 2014 - Present
Ceannate Corp./FMS January 2013 - Present
Buy It Now June 2007 - Present
Asset Acceptance Capital Corp 2003 - 2007
Asset Acceptance 2003 - 2007
Transamerica April 1998 - December 2002
Transamerica Distribution Finance 1998 - 2002
GE Capital August 1983 - March 1998
General Electric Capital 1983 - 1998
Skills
Call Center, Performance Management, Change Management, Process Improvement, Vendor Management, Credit, Credit Analysis, Coaching, Team Leadership, Operations Management, Customer Service, Team Building, Loans, Risk Management, Business Process..., Employee Engagement, Portfolio Management, Strategic Planning, Project Management, Training, Call Centers, Management, Credit Cards, Leadership, Leadership Development, Outsourcing, Recruiting, Banking, Employee Relations, Strategy, Executive Management, Talent Acquisition
Education
Elmhurst College 1987 — 1989
BS, Human Resource Management
Western Illinois University 1980 — 1983
AA, Business Administation
Cary Grove High 1976 — 1980
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
FMS - Financial Management Systems August 2015 - Present
Ceannate Corp. September 2014 - Present
Ceannate Corp./FMS January 2013 - Present
Buy It Now June 2007 - Present
Asset Acceptance Capital Corp 2003 - 2007
Asset Acceptance 2003 - 2007
Transamerica April 1998 - December 2002
Transamerica Distribution Finance 1998 - 2002
GE Capital August 1983 - March 1998
General Electric Capital 1983 - 1998
Skills
Call Center, Performance Management, Change Management, Process Improvement, Vendor Management, Credit, Credit Analysis, Coaching, Team Leadership, Operations Management, Customer Service, Team Building, Loans, Risk Management, Business Process..., Employee Engagement, Portfolio Management, Strategic Planning, Project Management, Training, Call Centers, Management, Credit Cards, Leadership, Leadership Development, Outsourcing, Recruiting, Banking, Employee Relations, Strategy, Executive Management, Talent Acquisition
Education
Elmhurst College 1987 — 1989
BS, Human Resource Management
Western Illinois University 1980 — 1983
AA, Business Administation
Cary Grove High 1976 — 1980
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Scott Middlebrooks Scott Middlebrooks's Transamerica Experience October 1998 - December 2000
Job Business Intelligence Analyst
Industry Information Services
Experience
Seeking New Position 2014 - Present
Masonite August 2009 - December 2014
Spring Air Company March 2008 - October 2008
Simmons Company December 2005 - March 2008
Simmons Company January 2001 - December 2005
Transamerica October 1998 - December 2000
Skills
Forecasting, Financial Analysis, Essbase, Strategic Planning, Budgets, Financial Modeling, Analysis, Management, Business Process..., Leadership, Business Analysis, Pricing, Finance, Sales Operations, Mergers & Acquisitions, Cross-functional Team..., Process Improvement, Strategy
Education
Kennesaw State University
MBA, Management
Florida State University - College of Business
B.S., Finance / Multinational Business
Seeking New Position 2014 - Present
Masonite August 2009 - December 2014
Spring Air Company March 2008 - October 2008
Simmons Company December 2005 - March 2008
Simmons Company January 2001 - December 2005
Transamerica October 1998 - December 2000
Skills
Forecasting, Financial Analysis, Essbase, Strategic Planning, Budgets, Financial Modeling, Analysis, Management, Business Process..., Leadership, Business Analysis, Pricing, Finance, Sales Operations, Mergers & Acquisitions, Cross-functional Team..., Process Improvement, Strategy
Education
Kennesaw State University
MBA, Management
Florida State University - College of Business
B.S., Finance / Multinational Business
Hsing-Sheng Yang Hsing-Sheng Yang's Transamerica Experience September 2014 - Present
Job Associate at Transamerica
Industry Financial Services
Experience
Transamerica September 2014 - Present
Stella Luna Fashion (Stella shoe company) July 2013 - July 2013
FUN JIE Inc. June 2013 - June 2013
Edmonds Community College November 2010 - February 2011
Skills
Microsoft Office, Foreign Languages, Marketing Strategy, Social Networking, Social Media Marketing, SPSS, Online Marketing, Marketing Research, Online Advertising, Online Research, Chinese, shoes, Personal Finance, Health Insurance, Insurance, College Education..., Public Speaking
Education
University of Washington Bothell 2012 — 2014
Bachelor of Business Administration (BBA), Marketing
Edmonds Community College 2009 — 2012
Business, Business, GPA 3.49
Transamerica September 2014 - Present
Stella Luna Fashion (Stella shoe company) July 2013 - July 2013
FUN JIE Inc. June 2013 - June 2013
Edmonds Community College November 2010 - February 2011
Skills
Microsoft Office, Foreign Languages, Marketing Strategy, Social Networking, Social Media Marketing, SPSS, Online Marketing, Marketing Research, Online Advertising, Online Research, Chinese, shoes, Personal Finance, Health Insurance, Insurance, College Education..., Public Speaking
Education
University of Washington Bothell 2012 — 2014
Bachelor of Business Administration (BBA), Marketing
Edmonds Community College 2009 — 2012
Business, Business, GPA 3.49
Glen Whitacre Glen Whitacre's Transamerica Experience 2005 - 2008
Job Assistant to Technical Director at South Tampa Fellowship and Office Manager for Cummings Financial Organization
Industry Events Services
Experience
Cummings Financial Organization & Transamerica Financial Advisors February 2010 - Present
South Tampa Fellowship July 2009 - Present
Transamerica 2005 - 2008
Transamerica 1999 - 2005
Transamerica 1995 - 1999
FedEx Kinko's 1993 - 1995
Manpower 1992 - 1993
Skills
Video Production, Audio Mixing, Video, Event Planning, Photography, Administration, AV, Event Management, Promotions, Public Relations, Production, Customer Service, Management, Training, Corporate Events, Strategic Planning, Editing, Advertising, Marketing, Sales, Team Building, Creativity Skills
Education
Florida State University 1989 — 1992
BS, Visual Arts / Graphic Design
Lord Fairfax Community College 1985 — 1989
AA, Liberal Arts Communications
Lord Fairfax Community College 1985 — 1988
AA, Business Adminstration
Cummings Financial Organization & Transamerica Financial Advisors February 2010 - Present
South Tampa Fellowship July 2009 - Present
Transamerica 2005 - 2008
Transamerica 1999 - 2005
Transamerica 1995 - 1999
FedEx Kinko's 1993 - 1995
Manpower 1992 - 1993
Skills
Video Production, Audio Mixing, Video, Event Planning, Photography, Administration, AV, Event Management, Promotions, Public Relations, Production, Customer Service, Management, Training, Corporate Events, Strategic Planning, Editing, Advertising, Marketing, Sales, Team Building, Creativity Skills
Education
Florida State University 1989 — 1992
BS, Visual Arts / Graphic Design
Lord Fairfax Community College 1985 — 1989
AA, Liberal Arts Communications
Lord Fairfax Community College 1985 — 1988
AA, Business Adminstration
Morgan Rhodes Morgan Rhodes's Transamerica Experience April 2014 - Present
Job Financial Adviser at Transamerica
Industry Financial Services
Experience
Transamerica April 2014 - Present
Self-employed April 2014 - Present
Skills
Team Building, Building Relationships, Phone Etiquette, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting
Education
Gavilan College 2012 — 2015
Accounting and Finance
Transamerica April 2014 - Present
Self-employed April 2014 - Present
Skills
Team Building, Building Relationships, Phone Etiquette, Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting
Education
Gavilan College 2012 — 2015
Accounting and Finance
Paul Luthra (paul.luthra@gmail.com) Paul Luthra (paul.luthra@gmail.com)'s Transamerica Experience December 2003 - May 2006
Job
Industry Information Technology and Services
Experience
DataWareHost September 2013 - April 2014
Satellite Healthcare December 2012 - September 2013
Datawarehost Inc. December 2008 - November 2011
DataWareHost Inc. June 2006 - November 2008
Transamerica December 2003 - May 2006
University of Illinois at Chicago August 2003 - December 2003
Bearing Point January 2003 - August 2003
Hewlett Packard 2000 - 2001
Silicon Graphics April 1999 - September 1999
K & N Meats October 1998 - April 1999
Skills
Data Architecture, ETL, Informatica, Data Warehousing, Data Modeling, Application Development, DB2, Systems Analysis, Software Development, Unix, XML, Data Mining, Business Intelligence, SAP, Analysis, Management, Data Integration, Data Migration, Teradata, Performance Tuning, Quality Assurance, Cognos, Oracle
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1972 — 1974
MBA
Foothill College 1972 — 1972
National Institute of Technology Kashmir
BE
Xavier school of Management (XLRI)
PGDBA
DataWareHost September 2013 - April 2014
Satellite Healthcare December 2012 - September 2013
Datawarehost Inc. December 2008 - November 2011
DataWareHost Inc. June 2006 - November 2008
Transamerica December 2003 - May 2006
University of Illinois at Chicago August 2003 - December 2003
Bearing Point January 2003 - August 2003
Hewlett Packard 2000 - 2001
Silicon Graphics April 1999 - September 1999
K & N Meats October 1998 - April 1999
Skills
Data Architecture, ETL, Informatica, Data Warehousing, Data Modeling, Application Development, DB2, Systems Analysis, Software Development, Unix, XML, Data Mining, Business Intelligence, SAP, Analysis, Management, Data Integration, Data Migration, Teradata, Performance Tuning, Quality Assurance, Cognos, Oracle
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1972 — 1974
MBA
Foothill College 1972 — 1972
National Institute of Technology Kashmir
BE
Xavier school of Management (XLRI)
PGDBA
Laurie DeLong Prindle Laurie DeLong Prindle's Transamerica Experience January 1998 - February 2012
Job Financial Manager at Virtual Financial Group VFG
Industry Financial Services
Experience
Virtual Financial Group VFG January 2014 - Present
Bekker Compliance Consulting Partners, LLC February 2012 - Present
USA Benefits Group August 2012 - May 2014
Transamerica January 1998 - February 2012
Western Reserve Life Assurance Company of Ohio September 1995 - January 1998
Skills
Securities, Project Management, Investments, Fixed Annuities, Series 7, FINRA, Life Insurance, Risk Management, Customer Service, Insurance, AML, Microsoft Office, Compliance, Series 6, Policy, Finance, Financial Services, Employee Benefits, Mutual Funds, Series 63, Health Insurance, Disability Insurance, Retirement Planning, Retirement, Financial Planners, Strategic Financial..., Financial Advisory, IRAs, Term Life Insurance, Financial Risk, Investment Advisory, Wealth
Education
Florida Metropolitan University 1993 — 1996
MBA, International Business, Marketing
Everest University-Tampa 1992 — 1994
BA/BA, Marketing and Management
Roanoke College 1980 — 1983
Liberal Arts
BCS 1976 — 1980
St. Petersburg College
Liberal Arts
University of South Florida
Psychology
Virtual Financial Group VFG January 2014 - Present
Bekker Compliance Consulting Partners, LLC February 2012 - Present
USA Benefits Group August 2012 - May 2014
Transamerica January 1998 - February 2012
Western Reserve Life Assurance Company of Ohio September 1995 - January 1998
Skills
Securities, Project Management, Investments, Fixed Annuities, Series 7, FINRA, Life Insurance, Risk Management, Customer Service, Insurance, AML, Microsoft Office, Compliance, Series 6, Policy, Finance, Financial Services, Employee Benefits, Mutual Funds, Series 63, Health Insurance, Disability Insurance, Retirement Planning, Retirement, Financial Planners, Strategic Financial..., Financial Advisory, IRAs, Term Life Insurance, Financial Risk, Investment Advisory, Wealth
Education
Florida Metropolitan University 1993 — 1996
MBA, International Business, Marketing
Everest University-Tampa 1992 — 1994
BA/BA, Marketing and Management
Roanoke College 1980 — 1983
Liberal Arts
BCS 1976 — 1980
St. Petersburg College
Liberal Arts
University of South Florida
Psychology
Valeria Misares Motronea Valeria Misares Motronea's Transamerica Experience 1985 - 1987
Job Independent Real Estate profesional for residential and commercial properties in the West Side and Beverly Hills areas.
Industry Real Estate
Experience
Sunset Palms Real Estate, Inc. March 2009 - Present
ARCADIS - Edison Account July 2008 - March 2012
CB Richard Ellis February 2006 - December 2008
Washington Division of URS 1997 - 2007
Washington Group International Inc. at Nissan North America Headquarters April 1997 - September 2006
Transamerica 1985 - 1987
Skills
AutoCAD, Interior Architecture, Construction Management, Space-planning, Facilities Management, Construction, Real Estate Development, Move Management, Contract Negotiation, Contract Management, Real Estate, Submittals, Open Space Planning, Revit, Project Management, Quality Control, Urban Design, Training, Marketing, Plannning, Microsoft Word, Budgets, Process Scheduler, Project Planning, Project Control, Project Estimation, MS Project, Procurement, Cost Control, Cost Management, Space planning, Primavera P6, Green Building, Renovation, Feasibility Studies, Proposal Writing, LEED AP, LEED, Value Engineering, Residential Homes, Project Coordination, Project Bidding, Sustainability, CPM Scheduling, CAD, Civil Engineering, Architecture, Construction Drawings, Land Development, Change Orders
Education
University of Phoenix 2002 — 2008
BS, Business Management
Fashion Institute of Design & Merchandising 1983 — 1986
AA, Interior Architecture
Fashion Institute of Technology 1978 — 1979
Interior Design
Liceul # 43 1971 — 1974
bacalaureat, humanistic studies
Sunset Palms Real Estate, Inc. March 2009 - Present
ARCADIS - Edison Account July 2008 - March 2012
CB Richard Ellis February 2006 - December 2008
Washington Division of URS 1997 - 2007
Washington Group International Inc. at Nissan North America Headquarters April 1997 - September 2006
Transamerica 1985 - 1987
Skills
AutoCAD, Interior Architecture, Construction Management, Space-planning, Facilities Management, Construction, Real Estate Development, Move Management, Contract Negotiation, Contract Management, Real Estate, Submittals, Open Space Planning, Revit, Project Management, Quality Control, Urban Design, Training, Marketing, Plannning, Microsoft Word, Budgets, Process Scheduler, Project Planning, Project Control, Project Estimation, MS Project, Procurement, Cost Control, Cost Management, Space planning, Primavera P6, Green Building, Renovation, Feasibility Studies, Proposal Writing, LEED AP, LEED, Value Engineering, Residential Homes, Project Coordination, Project Bidding, Sustainability, CPM Scheduling, CAD, Civil Engineering, Architecture, Construction Drawings, Land Development, Change Orders
Education
University of Phoenix 2002 — 2008
BS, Business Management
Fashion Institute of Design & Merchandising 1983 — 1986
AA, Interior Architecture
Fashion Institute of Technology 1978 — 1979
Interior Design
Liceul # 43 1971 — 1974
bacalaureat, humanistic studies
Ning Ning Ning Ning's Transamerica Experience November 2011 - June 2013
Job Global Accident and Health at AIG
Industry Insurance
Experience
AIG July 2013 - Present
Transamerica November 2011 - June 2013
Transamerica August 2008 - November 2011
ING September 2007 - August 2008
Manulife Financial November 2002 - July 2007
Equitable Life January 2001 - November 2002
Skills
Financial Reporting, Embedded Value, Economic Capital, Reinsurance, Insurance, Fixed Annuities, Capital Management, Life Insurance, Actuarial Science, Actuaries, Enterprise Risk..., Financial Modeling, Financial Risk, General Insurance, Management, MoSes, Pricing, Property, Prophet, Risk Management, Underwriting, Valuation
Education
Fudan University
BS, Statistics
University of Waterloo
M. Math, Actuarial Science
AIG July 2013 - Present
Transamerica November 2011 - June 2013
Transamerica August 2008 - November 2011
ING September 2007 - August 2008
Manulife Financial November 2002 - July 2007
Equitable Life January 2001 - November 2002
Skills
Financial Reporting, Embedded Value, Economic Capital, Reinsurance, Insurance, Fixed Annuities, Capital Management, Life Insurance, Actuarial Science, Actuaries, Enterprise Risk..., Financial Modeling, Financial Risk, General Insurance, Management, MoSes, Pricing, Property, Prophet, Risk Management, Underwriting, Valuation
Education
Fudan University
BS, Statistics
University of Waterloo
M. Math, Actuarial Science
Frank Pharis, MBA, CPCU, ALCM's Transamerica Experience 1969 - 1971
Job Retired Commercial Lines Underwriting Manager
Industry Insurance
Experience
Self Employed Consultant June 2011 - Present
State Farm Insurance 1971 - June 2011
University of Phoenix June 1999 - August 2003
State Farm Insurance 1971 - 1973
Transamerica 1969 - 1971
United States Air Force January 1966 - December 1969
Skills
Underwriting, Property & Casualty..., Insurance, Commercial Lines, Casualty, Workers Compensation, Legal Liability, CPCU, General Insurance, Commercial Insurance, Risk Management, Umbrella Insurance, Professional Liability, Health Insurance, Homeowners, Liability Analysis, Employment Practices..., Liability, Planning Budgeting &..., Employee Training, Mock Interviews, Competency Based..., Project Staffing, Mentoring, Landlords Insurance, General Liability..., Loss Mitigation, Loss Prevention..., Managerial Finance, University Teaching, Teaching Adults, D&O, Inland Marine, Casualty Insurance
Education
Southern Nazarene University 1996 — 1998
MBA, Finance
Western Michigan University 1974 — 1976
BBA, Finance/Insurance
Evangel University 1963 — 1965
Business
Mineral County High School
Self Employed Consultant June 2011 - Present
State Farm Insurance 1971 - June 2011
University of Phoenix June 1999 - August 2003
State Farm Insurance 1971 - 1973
Transamerica 1969 - 1971
United States Air Force January 1966 - December 1969
Skills
Underwriting, Property & Casualty..., Insurance, Commercial Lines, Casualty, Workers Compensation, Legal Liability, CPCU, General Insurance, Commercial Insurance, Risk Management, Umbrella Insurance, Professional Liability, Health Insurance, Homeowners, Liability Analysis, Employment Practices..., Liability, Planning Budgeting &..., Employee Training, Mock Interviews, Competency Based..., Project Staffing, Mentoring, Landlords Insurance, General Liability..., Loss Mitigation, Loss Prevention..., Managerial Finance, University Teaching, Teaching Adults, D&O, Inland Marine, Casualty Insurance
Education
Southern Nazarene University 1996 — 1998
MBA, Finance
Western Michigan University 1974 — 1976
BBA, Finance/Insurance
Evangel University 1963 — 1965
Business
Mineral County High School
Tangela Erwin Tangela Erwin's Transamerica Experience March 1996 - December 1998
Job Entreprenuer at ABC Distributors
Industry Education Management
Experience
ABC Distributors June 2014 - Present
T & S Property Management June 2001 - Present
ABC Academy June 1999 - Present
TransAmerica March 1996 - December 1998
First Union National Bank May 1993 - February 1996
Skills
Customer Service, Strategic Planning, Team Building, Staff Development, Research, Leadership Development, Teaching, Payroll, Parent Education, Employee Training, Employee Relations, Employee Management, Strategic Financial..., Children, Coaching, Small Business, Leadership, Training, Time Management, Event Planning, Marketing, Community Outreach, Management, Budgets, Microsoft Excel, Program Development, Public Speaking
Education
University of Phoenix 2013 — 2015
Masters, Early Childhood Education and Teaching
Fayetteville State University 1988 — 1992
Bachelor of Science (B.S.), Business Administration, Management and Operations
East Mecklenburg High School 1985 — 1988
Cosmetology, Math, English
ABC Distributors June 2014 - Present
T & S Property Management June 2001 - Present
ABC Academy June 1999 - Present
TransAmerica March 1996 - December 1998
First Union National Bank May 1993 - February 1996
Skills
Customer Service, Strategic Planning, Team Building, Staff Development, Research, Leadership Development, Teaching, Payroll, Parent Education, Employee Training, Employee Relations, Employee Management, Strategic Financial..., Children, Coaching, Small Business, Leadership, Training, Time Management, Event Planning, Marketing, Community Outreach, Management, Budgets, Microsoft Excel, Program Development, Public Speaking
Education
University of Phoenix 2013 — 2015
Masters, Early Childhood Education and Teaching
Fayetteville State University 1988 — 1992
Bachelor of Science (B.S.), Business Administration, Management and Operations
East Mecklenburg High School 1985 — 1988
Cosmetology, Math, English
Thomas Gulapa's Transamerica Experience March 2012 - Present
Job RN
Industry Financial Services
Experience
Santa Clara Valley Medical Center September 2015 - Present
Stanford Hospital & Clinics August 2014 - Present
Transamerica March 2012 - Present
Good Samaritan Hospital July 2015 - September 2015
Best Buy April 2013 - April 2014
Valley House Rehabilitation Care Center March 2010 - August 2010
Target May 2008 - April 2010
Best Buy November 2006 - February 2009
Stevens Creek Toyota,StevensCreek VW,Dublin VW 2007 - 2008
California's Great America September 2005 - November 2007
Skills
Finance, Retirement Planning, Fixed Annuities, Mutual Funds, Retirement, Wealth Accumulation, Variable Annuities, Wealth Management, Strategic Financial..., Life Insurance, Investment Advisory, Nursing, Nursing Care, Registered Nurses, Healthcare, Time Management, Leadership, Customer Service
Education
San Jose State University 2015 — 2016
Bachelor's degree, Registered Nursing/Registered Nurse
Evergreen Valley College 2013 — 2014
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Abraham Lincoln High School San Jose Class of 2007
HS Diploma, High School/Secondary Diplomas and Certificates
Evergreen Valley College
Associate of Arts (A.A.), Health Services/Allied Health/Health Sciences, General
Santa Clara Valley Medical Center September 2015 - Present
Stanford Hospital & Clinics August 2014 - Present
Transamerica March 2012 - Present
Good Samaritan Hospital July 2015 - September 2015
Best Buy April 2013 - April 2014
Valley House Rehabilitation Care Center March 2010 - August 2010
Target May 2008 - April 2010
Best Buy November 2006 - February 2009
Stevens Creek Toyota,StevensCreek VW,Dublin VW 2007 - 2008
California's Great America September 2005 - November 2007
Skills
Finance, Retirement Planning, Fixed Annuities, Mutual Funds, Retirement, Wealth Accumulation, Variable Annuities, Wealth Management, Strategic Financial..., Life Insurance, Investment Advisory, Nursing, Nursing Care, Registered Nurses, Healthcare, Time Management, Leadership, Customer Service
Education
San Jose State University 2015 — 2016
Bachelor's degree, Registered Nursing/Registered Nurse
Evergreen Valley College 2013 — 2014
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Abraham Lincoln High School San Jose Class of 2007
HS Diploma, High School/Secondary Diplomas and Certificates
Evergreen Valley College
Associate of Arts (A.A.), Health Services/Allied Health/Health Sciences, General
Lindsay Bradway's Transamerica Experience January 2015 - Present
Job Digital Content Specialist at Transamerica
Industry Financial Services
Experience
Transamerica January 2015 - Present
Rocky Mountain Children's Health Foundation (RMCHF) October 2013 - January 2015
WOW! Internet, Cable & Phone March 2014 - September 2014
Arapahoe Community College October 2013 - December 2013
JFS of Metrowest August 2009 - July 2013
Skills
Microsoft Office, Windows 7, Administrative..., Constant Contact, Wufoo, Social Media Marketing, Facebook Fan Page..., Web Design, Web Development, Dreamweaver, Adobe Creative Suite 4, Drupal, HTML5, CSS, dotCMS, Sitefinity, Knotice, HTML Emails, Public Relations, YouTube, Twitter, Marketing Communications, Graphic Design, Google Analytics, PayPal, SnagIt
Education
Fitchburg State University 2005 — 2008
Bachelor of Science (B.S.), Interdisciplinary Studies, Humanities; Minor in Art
Landmark College 2003 — 2005
Transamerica January 2015 - Present
Rocky Mountain Children's Health Foundation (RMCHF) October 2013 - January 2015
WOW! Internet, Cable & Phone March 2014 - September 2014
Arapahoe Community College October 2013 - December 2013
JFS of Metrowest August 2009 - July 2013
Skills
Microsoft Office, Windows 7, Administrative..., Constant Contact, Wufoo, Social Media Marketing, Facebook Fan Page..., Web Design, Web Development, Dreamweaver, Adobe Creative Suite 4, Drupal, HTML5, CSS, dotCMS, Sitefinity, Knotice, HTML Emails, Public Relations, YouTube, Twitter, Marketing Communications, Graphic Design, Google Analytics, PayPal, SnagIt
Education
Fitchburg State University 2005 — 2008
Bachelor of Science (B.S.), Interdisciplinary Studies, Humanities; Minor in Art
Landmark College 2003 — 2005
Andrew Harlan Andrew Harlan's Transamerica Experience May 2013 - January 2014
Job Writer/Editor at iLovetheBurg.com
Industry Writing and Editing
Experience
Ilovetheburg.com & thatssotampa.com January 2014 - Present
Transamerica May 2013 - January 2014
Van Wilgen's Garden Center May 2011 - August 2012
Habitat for Humanity Restore September 2011 - December 2011
Masonic Healthcare Center December 2004 - June 2008
Skills
Rhetorical Analysis, Public Speaking, Creative Writing, Speech Writing, Deadline Driven, Articles, Customer Service, Analysis, Blogging, Copy Editing, Newsletters, Proofreading, Publishing
Education
Eckerd College 2011 — 2013
Bachelor of Arts (B.A.), Creative Writing
SUNY New Paltz 2010 — 2011
University of Tampa 2009 — 2010
Creative Writing
Ilovetheburg.com & thatssotampa.com January 2014 - Present
Transamerica May 2013 - January 2014
Van Wilgen's Garden Center May 2011 - August 2012
Habitat for Humanity Restore September 2011 - December 2011
Masonic Healthcare Center December 2004 - June 2008
Skills
Rhetorical Analysis, Public Speaking, Creative Writing, Speech Writing, Deadline Driven, Articles, Customer Service, Analysis, Blogging, Copy Editing, Newsletters, Proofreading, Publishing
Education
Eckerd College 2011 — 2013
Bachelor of Arts (B.A.), Creative Writing
SUNY New Paltz 2010 — 2011
University of Tampa 2009 — 2010
Creative Writing
Kenneth Franco Kenneth Franco's Transamerica Experience February 2014 - Present
Job Web Developer Freelancer
Industry Insurance
Experience
Self Employed BrokerSelf-employedFebruary 2014 - Present
Transamerica February 2014 - Present
Skills
Graphic Design, Business Communications, Web Development, Web Design, Computer Hardware, Computer Maintenance, Video Production, Video Editing, Music Production, Camera Operating, Film Production, Bookkeeping, Life Insurance, Health Insurance, Technology, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Franklin University 2015 — 2018
Web Development
Moorpark College 2011 — 2013
Web Development
Self Employed BrokerSelf-employedFebruary 2014 - Present
Transamerica February 2014 - Present
Skills
Graphic Design, Business Communications, Web Development, Web Design, Computer Hardware, Computer Maintenance, Video Production, Video Editing, Music Production, Camera Operating, Film Production, Bookkeeping, Life Insurance, Health Insurance, Technology, Microsoft Office, Microsoft Excel, Microsoft Word
Education
Franklin University 2015 — 2018
Web Development
Moorpark College 2011 — 2013
Web Development
Joyce Fazenbaker Joyce Fazenbaker's Transamerica Experience June 2009 - October 2013
Job Customer Service Senior Representative
Industry Insurance
Experience
Monumental Life Insurance June 2009 - October 2013
Transamerica June 2009 - October 2013
John Smith Realty Inc. June 1997 - October 2008
Skills
Property & Casualty..., Superior Customer..., Sales, Apartment Leasing, Real Estate, Residential Homes, Research, Administrative...
Education
Essex Community College
Accounting
Monumental Life Insurance June 2009 - October 2013
Transamerica June 2009 - October 2013
John Smith Realty Inc. June 1997 - October 2008
Skills
Property & Casualty..., Superior Customer..., Sales, Apartment Leasing, Real Estate, Residential Homes, Research, Administrative...
Education
Essex Community College
Accounting
Dennis Williams CLU Dennis Williams CLU's Transamerica Experience 1992 - 2013
Job President at Dennis Williams Inc
Industry Insurance
Experience
dennis williams inc 1992 - Present
Dennis Williams Inc 1992 - Present
Blue Cross 1992 - 2014
Transamerica 1992 - 2013
Skills
Retirement Planning, Teaching, Fixed Annuities, Team Building, Public Speaking, Insurance, Management, Coaching, Small Business, Fundraising, Martial Arts, Sales, Microsoft Word, Health Insurance, Leadership Development, Strategic Planning, Leadership, Entrepreneurship, Marketing, Personal Development, Social Networking, Life Insurance, Nonprofits, Organizational...
Education
Edgewood College 1981 — 1985
BS, theology
East High Madison,Wi class of 1977
dennis williams inc 1992 - Present
Dennis Williams Inc 1992 - Present
Blue Cross 1992 - 2014
Transamerica 1992 - 2013
Skills
Retirement Planning, Teaching, Fixed Annuities, Team Building, Public Speaking, Insurance, Management, Coaching, Small Business, Fundraising, Martial Arts, Sales, Microsoft Word, Health Insurance, Leadership Development, Strategic Planning, Leadership, Entrepreneurship, Marketing, Personal Development, Social Networking, Life Insurance, Nonprofits, Organizational...
Education
Edgewood College 1981 — 1985
BS, theology
East High Madison,Wi class of 1977
Lori Combs Lori Combs's Transamerica Experience January 1978 - December 1986
Job Manager of Client Services at Top O' Michigan Insurance
Industry Insurance
Experience
Top O' Michigan Insurance June 2012 - Present
Craig A. Combs Agency January 1987 - June 2008
Transamerica January 1978 - December 1986
Skills
Insurance, Customer Service, Account Management, Claims Management, Life Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows, Research, Outlook, Licensed Life & Health..., Licensed Property &..., Claims Handling, Workers' Compensation..., Office Management, Team Management, Term Life Insurance, Claims Resolution, Sales, Whole Life, Final Expense Planning, Disability Insurance
Education
Ferris State University 1976 — 1978
Associate of Arts (A.A.), Social Work
Top O' Michigan Insurance June 2012 - Present
Craig A. Combs Agency January 1987 - June 2008
Transamerica January 1978 - December 1986
Skills
Insurance, Customer Service, Account Management, Claims Management, Life Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, English, Windows, Research, Outlook, Licensed Life & Health..., Licensed Property &..., Claims Handling, Workers' Compensation..., Office Management, Team Management, Term Life Insurance, Claims Resolution, Sales, Whole Life, Final Expense Planning, Disability Insurance
Education
Ferris State University 1976 — 1978
Associate of Arts (A.A.), Social Work
Lila Meier Lila Meier's Transamerica Experience January 2003 - February 2004
Job Project Manager at Protogenic
Industry Design
Experience
Protogenic July 2013 - Present
School District 27J October 2010 - May 2013
Transamerica January 2003 - February 2004
Skills
Team Building, Customer Service, Microsoft Office, Strategic Planning, Sales, Marketing, Project Management, Budgets, Process Improvement, Microsoft Excel
Education
Front Range Community College 2011 — 2015
Associates of Applied Science
Protogenic July 2013 - Present
School District 27J October 2010 - May 2013
Transamerica January 2003 - February 2004
Skills
Team Building, Customer Service, Microsoft Office, Strategic Planning, Sales, Marketing, Project Management, Budgets, Process Improvement, Microsoft Excel
Education
Front Range Community College 2011 — 2015
Associates of Applied Science
Lisa Schwarz Lisa Schwarz's Transamerica Experience April 1998 - Present
Job Sr Programmer Analyst at Transamerica
Industry Financial Services
Experience
Transamerica April 1998 - Present
Skills
SQL, Business Analysis, Requirements Gathering, COBOL, DB2, VBA, Visio, Requirements Analysis, Microsoft SQL Server, JCL, Access
Education
Essex Community College 1992 — 1995
Associate's degree, Computer Information Systems
Transamerica April 1998 - Present
Skills
SQL, Business Analysis, Requirements Gathering, COBOL, DB2, VBA, Visio, Requirements Analysis, Microsoft SQL Server, JCL, Access
Education
Essex Community College 1992 — 1995
Associate's degree, Computer Information Systems
Erin King Erin King's Transamerica Experience June 2013 - April 2014
Job Managing Director, Legal & Compliance Operations Officer, CoHead of Institutional Compliance for Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Partners May 2014 - Present
Transamerica June 2013 - April 2014
Guggenheim Partners September 2007 - June 2013
Western Asset Management August 2004 - August 2007
Citigroup Asset Management June 2002 - August 2004
FINRA October 1999 - May 2002
Skills
Securities, SEC, Investments, Investment Advisory, Series 63, Compliance, Risk Management, Portfolio Management, Investment Advisers Act, Financial Risk, Financial Advisory, Management, Anti Money Laundering, Financial Services, Asset Allocation, Investment Management
Education
New York Law School 1999 — 2001
Doctor of Law (JD), Law
Florida State University
Bachelor of Science (B.S.), Sociology
Guggenheim Partners May 2014 - Present
Transamerica June 2013 - April 2014
Guggenheim Partners September 2007 - June 2013
Western Asset Management August 2004 - August 2007
Citigroup Asset Management June 2002 - August 2004
FINRA October 1999 - May 2002
Skills
Securities, SEC, Investments, Investment Advisory, Series 63, Compliance, Risk Management, Portfolio Management, Investment Advisers Act, Financial Risk, Financial Advisory, Management, Anti Money Laundering, Financial Services, Asset Allocation, Investment Management
Education
New York Law School 1999 — 2001
Doctor of Law (JD), Law
Florida State University
Bachelor of Science (B.S.), Sociology
Glenn Wayson Glenn Wayson's Transamerica Experience June 2012 - March 2013
Job Account Representative at Ed Paton Insurance and Financial Services Inc
Industry Insurance
Experience
Ed Paton State Farm Insurance and Financial Services Inc. June 2015 - Present
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company May 2014 - Present
State Farm Ed Paton Agency June 2013 - August 2013
Transamerica June 2012 - March 2013
Skills
Life Insurance, Public Speaking, Retirement, Time Management, Problem Solving, Presonal Finance, Permanent Life Insurance, Grandchild Gifting, Customer Satisfaction, Customer Retention, Networking, Analysis, Finance, Research, Social Networking
Education
Frostburg State University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Calvert High School 2005 — 2009
Ed Paton State Farm Insurance and Financial Services Inc. June 2015 - Present
New York Life Insurance Company December 2014 - Present
New York Life Insurance Company May 2014 - Present
State Farm Ed Paton Agency June 2013 - August 2013
Transamerica June 2012 - March 2013
Skills
Life Insurance, Public Speaking, Retirement, Time Management, Problem Solving, Presonal Finance, Permanent Life Insurance, Grandchild Gifting, Customer Satisfaction, Customer Retention, Networking, Analysis, Finance, Research, Social Networking
Education
Frostburg State University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Calvert High School 2005 — 2009
Kenneth Klinger's Transamerica Experience December 2002 - Present
Job Vice President & Actuary at Transamerica
Industry Insurance
Experience
Transamerica December 2002 - Present
CNA Insurance January 1979 - January 2002
The University of Arizona September 1976 - June 1977
University of Utah August 1974 - June 1976
Skills
Fellow Society of..., Associate Casualty..., Actuarial Science, Reinsurance, ALM, Solvency II, Economic Capital, Insurance, Underwriting, Actuarial Consulting, Life Insurance, Fixed Annuities, Embedded Value, Enterprise Risk..., Capital Management, Financial Risk, Predictive Modeling, Risk Management, Property & Casualty..., Health Insurance, General Insurance, Variable Annuities, VBA
Education
Rutgers University 1970 — 1974
Doctor of Philosophy (Ph.D.), Mathematics
Fordham University 1967 — 1970
Bachelor of Arts (B.A.), Mathematics
Transamerica December 2002 - Present
CNA Insurance January 1979 - January 2002
The University of Arizona September 1976 - June 1977
University of Utah August 1974 - June 1976
Skills
Fellow Society of..., Associate Casualty..., Actuarial Science, Reinsurance, ALM, Solvency II, Economic Capital, Insurance, Underwriting, Actuarial Consulting, Life Insurance, Fixed Annuities, Embedded Value, Enterprise Risk..., Capital Management, Financial Risk, Predictive Modeling, Risk Management, Property & Casualty..., Health Insurance, General Insurance, Variable Annuities, VBA
Education
Rutgers University 1970 — 1974
Doctor of Philosophy (Ph.D.), Mathematics
Fordham University 1967 — 1970
Bachelor of Arts (B.A.), Mathematics
Daniel Brindle Daniel Brindle's Transamerica Experience April 2008 - Present
Job Associate Director at Transamerica
Industry Financial Services
Experience
Transamerica April 2008 - Present
Skills
Insurance, Indexed Annuities, Sales Management, Licensed Life & Health..., Health Insurance, Life Insurance, Long-term Care, Whole Life, Retirement Planning, Sales, Leadership
Education
Elizabethtown Community and Technical College
University of Arkansas at Little Rock
Transamerica April 2008 - Present
Skills
Insurance, Indexed Annuities, Sales Management, Licensed Life & Health..., Health Insurance, Life Insurance, Long-term Care, Whole Life, Retirement Planning, Sales, Leadership
Education
Elizabethtown Community and Technical College
University of Arkansas at Little Rock
Tony Giron's Transamerica Experience November 2013 - June 2014
Job Operations Manager
Industry Retail
Experience
JCPenney February 2014 - Present
Transamerica November 2013 - June 2014
JCPenney October 2012 - February 2014
The Bon Ton Stores Inc. April 2012 - October 2012
The Bon Ton stores Inc. January 2011 - April 2012
American Eagle Outfitters May 2006 - January 2011
Gap Inc./Old Navy August 2004 - May 2006
Blockbuster June 2002 - August 2004
Speedway SuperAmerica LLC September 1999 - July 2002
Subway November 1997 - September 1999
Skills
Loss Prevention, Recruiting, Training, Human Resources, Business Planning, Merchandising, Store Management, Retail, Inventory Management, Driving Results, Inventory Control, Profit, Store Operations, Apparel, Customer Service, Fashion, Retail Sales, Trend Analysis, Leadership, Sales, Time Management, Merchandise Planning, Sales Operations, Management, Employee Training, Assortment, Hiring, Performance Management, Trend, POS, Forecasting, Planograms, Microsoft Excel, New Store Openings, Shrinkage, Associate Development, People Development, New Store Development, Outlook, Product Knowledge, Trend Forecasting, Teamwork, Window Displays, Cashiering
Education
University of Wisconsin-Parkside
Art
Gateway Technical College
Art
JCPenney February 2014 - Present
Transamerica November 2013 - June 2014
JCPenney October 2012 - February 2014
The Bon Ton Stores Inc. April 2012 - October 2012
The Bon Ton stores Inc. January 2011 - April 2012
American Eagle Outfitters May 2006 - January 2011
Gap Inc./Old Navy August 2004 - May 2006
Blockbuster June 2002 - August 2004
Speedway SuperAmerica LLC September 1999 - July 2002
Subway November 1997 - September 1999
Skills
Loss Prevention, Recruiting, Training, Human Resources, Business Planning, Merchandising, Store Management, Retail, Inventory Management, Driving Results, Inventory Control, Profit, Store Operations, Apparel, Customer Service, Fashion, Retail Sales, Trend Analysis, Leadership, Sales, Time Management, Merchandise Planning, Sales Operations, Management, Employee Training, Assortment, Hiring, Performance Management, Trend, POS, Forecasting, Planograms, Microsoft Excel, New Store Openings, Shrinkage, Associate Development, People Development, New Store Development, Outlook, Product Knowledge, Trend Forecasting, Teamwork, Window Displays, Cashiering
Education
University of Wisconsin-Parkside
Art
Gateway Technical College
Art
Jim Siekman Jim Siekman's Transamerica Experience 1999 - 2000
Job Finance Business Support
Industry Financial Services
Experience
Bank of America 2005 - Present
Bank of America 2010 - 2014
Bank of America 2009 - 2010
Bank of America 2007 - 2009
Bank of America 2005 - 2007
Food Lion 2004 - 2005
Starwood Hotels & Resorts Worldwide, Inc. 2001 - 2004
Transamerica 1999 - 2000
PwC 1997 - 1999
IVANS 1993 - 1995
Skills
Forecasting, Corporate Budgeting, Corporate FP&A, Financial Modeling, Variance Analysis, Budget Setting, Project Finance, Project Portfolio..., Cash Flow, DCF Valuation, iOS development, Finance, Strategic Financial..., Corporate Finance, Strategy, Analysis, Business Planning, Financial Forecasting, iOS Development
Education
Fordham Gabelli School of Business
Master of Business Administration (MBA), Accounting and Finance
Fairfield University
Bachelor of Science (BS), Business
Bank of America 2005 - Present
Bank of America 2010 - 2014
Bank of America 2009 - 2010
Bank of America 2007 - 2009
Bank of America 2005 - 2007
Food Lion 2004 - 2005
Starwood Hotels & Resorts Worldwide, Inc. 2001 - 2004
Transamerica 1999 - 2000
PwC 1997 - 1999
IVANS 1993 - 1995
Skills
Forecasting, Corporate Budgeting, Corporate FP&A, Financial Modeling, Variance Analysis, Budget Setting, Project Finance, Project Portfolio..., Cash Flow, DCF Valuation, iOS development, Finance, Strategic Financial..., Corporate Finance, Strategy, Analysis, Business Planning, Financial Forecasting, iOS Development
Education
Fordham Gabelli School of Business
Master of Business Administration (MBA), Accounting and Finance
Fairfield University
Bachelor of Science (BS), Business
Arturo Chevreuil Arturo Chevreuil's Transamerica Experience February 2012 - Present
Job West Coast Radio & Artist Management & Tour at Cerro Music Group
Industry Music
Experience
Cigar Executive Group September 2014 - Present
Transamerica February 2012 - Present
Executive Music Management January 2010 - Present
Cerro Music Group January 2010 - Present
Executive Records, Inc. January 2005 - Present
World Financial Group (WFG) January 2004 - Present
Skills
Online Marketing, Social Media Marketing, Sales Operations, A&R, Music Industry, Cigars, Entertainment, Talent Management, Event Management, Music, Music Production, Marketing, Record Labels, Social Networking, Television
Education
USC Marshall School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Full Sail University 2008 — 2010
bachelor, Music Entertainment
Fullerton College
Cigar Executive Group September 2014 - Present
Transamerica February 2012 - Present
Executive Music Management January 2010 - Present
Cerro Music Group January 2010 - Present
Executive Records, Inc. January 2005 - Present
World Financial Group (WFG) January 2004 - Present
Skills
Online Marketing, Social Media Marketing, Sales Operations, A&R, Music Industry, Cigars, Entertainment, Talent Management, Event Management, Music, Music Production, Marketing, Record Labels, Social Networking, Television
Education
USC Marshall School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
Full Sail University 2008 — 2010
bachelor, Music Entertainment
Fullerton College
Christy Rissin Christy Rissin's Transamerica Experience 2011 - 2014
Job Business Transformation Leader/Project Manager/Operations Leader
Industry Human Resources
Experience
Citi May 2015 - Present
Citi 2014 - Present
Transamerica 2011 - 2014
Transamerica 2006 - 2014
Transamerica 1999 - 2011
Transamerica 1998 - 1999
Skills
Process Improvement, Business Analysis, Management, Vendor Management, Insurance, Leadership, Team Building, Program Management, Project Management, Strategic Planning, Analysis, Business Process, Business Process..., Coaching, Financial Services, Product Development, Team Leadership, Risk Management, Budgets, Customer Service, Training, Marketing, Leadership Development, Recruiting, Operations Management, Requirements Gathering, SDLC, Strategy, System Testing, User Acceptance Testing, Software Documentation, Call Centers, Performance Management, Talent Management
Education
University of Phoenix 2000 — 2001
Master of Arts, Organizational Management
Florida State University 1992 — 1995
Bachelor of Arts (BA), International Affairs
Florida State University 1992 — 1995
Bachelor of Arts (BA), Religion/Religious Studies
Citi May 2015 - Present
Citi 2014 - Present
Transamerica 2011 - 2014
Transamerica 2006 - 2014
Transamerica 1999 - 2011
Transamerica 1998 - 1999
Skills
Process Improvement, Business Analysis, Management, Vendor Management, Insurance, Leadership, Team Building, Program Management, Project Management, Strategic Planning, Analysis, Business Process, Business Process..., Coaching, Financial Services, Product Development, Team Leadership, Risk Management, Budgets, Customer Service, Training, Marketing, Leadership Development, Recruiting, Operations Management, Requirements Gathering, SDLC, Strategy, System Testing, User Acceptance Testing, Software Documentation, Call Centers, Performance Management, Talent Management
Education
University of Phoenix 2000 — 2001
Master of Arts, Organizational Management
Florida State University 1992 — 1995
Bachelor of Arts (BA), International Affairs
Florida State University 1992 — 1995
Bachelor of Arts (BA), Religion/Religious Studies
Angie D'Angelo Angie D'Angelo's Transamerica Experience December 2014 - Present
Job Funder
Industry Financial Services
Experience
AmeriHome Mortgage Company, LLC August 2015 - Present
Transamerica December 2014 - Present
AIL August 2014 - Present
Health Net / Centene March 2015 - August 2015
Intuit Payment Solutions August 2014 - March 2015
VCCU August 2011 - July 2014
Bank of America September 2010 - August 2011
Rose International / Bank of America May 2010 - September 2010
L.A.'s Largest Mixer January 2010 - May 2010
Resource Accounting/Bank of America May 2009 - December 2009
Skills
Loans, Underwriting, Mortgage Lending, Credit, Loan Servicing, Selling, FHA, Commercial Lending, Sales, Management, Training, Analysis, Real Estate, Sales Management, Customer Service, Loss Mitigation, Mortgage Banking, Marketing, Leadership, Loan Origination, Insurance
Education
Fashion Institute of Design & Merchandising 1989 — 1990
Interior Design
Hollywood Adult Continuing Education, Los Feliz 1988 — 1989
Graphic Arts, Cert. of, Graphic Arts
John Marshall High 1987 — 1989
Diploma, Graphic Arts
Los Angeles Community College, L 1988 — 1988
Certificate, Cake Decorating
Glendale Comm. College
Biology; Art; Interior Design
AmeriHome Mortgage Company, LLC August 2015 - Present
Transamerica December 2014 - Present
AIL August 2014 - Present
Health Net / Centene March 2015 - August 2015
Intuit Payment Solutions August 2014 - March 2015
VCCU August 2011 - July 2014
Bank of America September 2010 - August 2011
Rose International / Bank of America May 2010 - September 2010
L.A.'s Largest Mixer January 2010 - May 2010
Resource Accounting/Bank of America May 2009 - December 2009
Skills
Loans, Underwriting, Mortgage Lending, Credit, Loan Servicing, Selling, FHA, Commercial Lending, Sales, Management, Training, Analysis, Real Estate, Sales Management, Customer Service, Loss Mitigation, Mortgage Banking, Marketing, Leadership, Loan Origination, Insurance
Education
Fashion Institute of Design & Merchandising 1989 — 1990
Interior Design
Hollywood Adult Continuing Education, Los Feliz 1988 — 1989
Graphic Arts, Cert. of, Graphic Arts
John Marshall High 1987 — 1989
Diploma, Graphic Arts
Los Angeles Community College, L 1988 — 1988
Certificate, Cake Decorating
Glendale Comm. College
Biology; Art; Interior Design
Jeanne Troiano Jeanne Troiano's Transamerica Experience 1990 - 1997
Job Underwriter at PHH Mortgage
Industry Financial Services
Experience
PHH Mortgage July 2012 - Present
Nationwide Equities Corp September 2008 - September 2009
Chase Manhattan Corporation June 2003 - May 2008
JPMorgan Chase June 2003 - May 2008
Chase Home Finance 2003 - 2008
JP Morgan Chase October 2004 - July 2006
American General Finance 2001 - 2003
CitiFinancial 1999 - 2001
Transamerica Financial Services 1991 - 1997
Transamerica 1990 - 1997
Education
Edward Williams College 1966 — 1968
AA
Northern Valley Regional High School 1962 — 1966
Fairleigh Dickinson University
PHH Mortgage July 2012 - Present
Nationwide Equities Corp September 2008 - September 2009
Chase Manhattan Corporation June 2003 - May 2008
JPMorgan Chase June 2003 - May 2008
Chase Home Finance 2003 - 2008
JP Morgan Chase October 2004 - July 2006
American General Finance 2001 - 2003
CitiFinancial 1999 - 2001
Transamerica Financial Services 1991 - 1997
Transamerica 1990 - 1997
Education
Edward Williams College 1966 — 1968
AA
Northern Valley Regional High School 1962 — 1966
Fairleigh Dickinson University
Michael A. Knott Michael A. Knott's Transamerica Experience January 1978 - November 1986
Job Investigator at MAKnott Investigations
Industry Security and Investigations
Experience
MAKnott Investigations June 2012 - Present
Bergen County Sheriff's Office November 1986 - November 2011
Bergen County Sheriff's Office November 1986 - November 2011
Transamerica January 1978 - November 1986
Skills
Police, Investigations, Interviewing, Firearms, Public Safety, Interrogation, Evidence, Surveillance, Crime Prevention, Enforcement, Physical Security, Security Management, Personal Security, Emergency Management, Background Checks, Public Speaking, Supervisory Skills, Microsoft Office, Strategic Planning, Problem Solving, Policy, Research, Writing, Administration, Team Building, Teaching, Leadership Development, Mentoring, PowerPoint, Coaching, Organizational..., Organizational..., Community Outreach, Criminal Justice, Private Investigations, Interviews, Workplace Violence, Internal Investigations, Executive Protection, Security, Patrol, Counterterrorism, Security Operations, Security Training, Counterintelligence, Undercover, Protection, Personal Protection, First Responder, SWAT
Education
Fairleigh Dickinson University 1976 — 1980
New Jersey CPM, Management
BCC 1974 — 1976
MAKnott Investigations June 2012 - Present
Bergen County Sheriff's Office November 1986 - November 2011
Bergen County Sheriff's Office November 1986 - November 2011
Transamerica January 1978 - November 1986
Skills
Police, Investigations, Interviewing, Firearms, Public Safety, Interrogation, Evidence, Surveillance, Crime Prevention, Enforcement, Physical Security, Security Management, Personal Security, Emergency Management, Background Checks, Public Speaking, Supervisory Skills, Microsoft Office, Strategic Planning, Problem Solving, Policy, Research, Writing, Administration, Team Building, Teaching, Leadership Development, Mentoring, PowerPoint, Coaching, Organizational..., Organizational..., Community Outreach, Criminal Justice, Private Investigations, Interviews, Workplace Violence, Internal Investigations, Executive Protection, Security, Patrol, Counterterrorism, Security Operations, Security Training, Counterintelligence, Undercover, Protection, Personal Protection, First Responder, SWAT
Education
Fairleigh Dickinson University 1976 — 1980
New Jersey CPM, Management
BCC 1974 — 1976
Peter Pancare Peter Pancare's Transamerica Experience June 2014 - Present
Job Senior Vice President, Business Development and National Account Management
Industry Financial Services
Experience
Transamerica June 2014 - Present
Rock Maple Funds November 2011 - 2013
Thesis Fund Management 2010 - 2011
AIP Funds, Alternative Investment Partners, LLC April 2006 - November 2009
First Global Strategies January 2003 - April 2006
Wall Street Global February 2000 - August 2002
Aeltus Investment Management (Aetna Mutual Funds) March 1998 - December 1999
Fidelity Investments Institutional Services (FIIS) July 1989 - March 1998
Skills
Alternative Investments, Investments, Hedge Funds, Asset Management, Mutual Funds, Start-ups, Financial Advisory, Portfolio Management, Strategic Planning, Due Diligence, Finance, Investment Management, Financial Services, Marketing Strategy, Sales, Business Development, Fund Of Funds, Asset Allocation, Equities, Sales Management, Consultative Sales..., Entrepreneurship, Fixed Income, Investment Strategies, National Accounts, Industry Trends, Investment Advisory, Private Equity, Separately Managed..., Mutual Fund Distribution, RIA, Relationship Management, 40 Act Alternative..., RIA Channel, Broker Dealer Channel, Institutional Sales, sub advisory, Consultants, TAMP, Investor Relations, Offshore Investments, Series 63, ETFs, Positioning
Education
Suffolk University
Political Science and Government
Emmanuel College
Transamerica June 2014 - Present
Rock Maple Funds November 2011 - 2013
Thesis Fund Management 2010 - 2011
AIP Funds, Alternative Investment Partners, LLC April 2006 - November 2009
First Global Strategies January 2003 - April 2006
Wall Street Global February 2000 - August 2002
Aeltus Investment Management (Aetna Mutual Funds) March 1998 - December 1999
Fidelity Investments Institutional Services (FIIS) July 1989 - March 1998
Skills
Alternative Investments, Investments, Hedge Funds, Asset Management, Mutual Funds, Start-ups, Financial Advisory, Portfolio Management, Strategic Planning, Due Diligence, Finance, Investment Management, Financial Services, Marketing Strategy, Sales, Business Development, Fund Of Funds, Asset Allocation, Equities, Sales Management, Consultative Sales..., Entrepreneurship, Fixed Income, Investment Strategies, National Accounts, Industry Trends, Investment Advisory, Private Equity, Separately Managed..., Mutual Fund Distribution, RIA, Relationship Management, 40 Act Alternative..., RIA Channel, Broker Dealer Channel, Institutional Sales, sub advisory, Consultants, TAMP, Investor Relations, Offshore Investments, Series 63, ETFs, Positioning
Education
Suffolk University
Political Science and Government
Emmanuel College
David Hogan, CFA David Hogan, CFA's Transamerica Experience 2004 - 2008
Job Senior Vice President at Mondrian Investment Partners (U.S.) Inc.
Industry Financial Services
Experience
Mondrian Investment Partners (U.S.) Inc. August 2015 - Present
Charles Schwab 2008 - July 2015
Transamerica 2004 - 2008
Bradford & Marzec 1998 - 2004
Skills
Mutual Funds, Investments, Equities, Asset Management, Asset Allocation, Series 7, Series 63, Emerging Markets, Series 24, Global Fixed Income
Education
Fairfield University 1983 — 1987
Bachelor of Arts (BA), Economics
Mondrian Investment Partners (U.S.) Inc. August 2015 - Present
Charles Schwab 2008 - July 2015
Transamerica 2004 - 2008
Bradford & Marzec 1998 - 2004
Skills
Mutual Funds, Investments, Equities, Asset Management, Asset Allocation, Series 7, Series 63, Emerging Markets, Series 24, Global Fixed Income
Education
Fairfield University 1983 — 1987
Bachelor of Arts (BA), Economics
Monique Henderson Monique Henderson's Transamerica Experience August 1997 - August 1999
Job Administrative Services Coordinator
Industry Gambling & Casinos
Experience
Scientific Games August 2011 - Present
Coalition America Inc January 2001 - November 2010
Coalition America, Inc. January 1999 - January 2001
Transamerica August 1997 - August 1999
Skills
Outlook, Training, Customer Service, Process Improvement, Microsoft Excel, HIPAA, Access, Budgets, PowerPoint, Microsoft Word, Microsoft Powerpoint
Education
Fisk University 1990 — 1994
Bachelor of Arts
Scientific Games August 2011 - Present
Coalition America Inc January 2001 - November 2010
Coalition America, Inc. January 1999 - January 2001
Transamerica August 1997 - August 1999
Skills
Outlook, Training, Customer Service, Process Improvement, Microsoft Excel, HIPAA, Access, Budgets, PowerPoint, Microsoft Word, Microsoft Powerpoint
Education
Fisk University 1990 — 1994
Bachelor of Arts
JAMES DURDEN JAMES DURDEN's Transamerica Experience January 2007 - July 2013
Job Managing Director at Edward Financial Group
Industry Insurance
Experience
Edward Financial Group June 2013 - Present
Transamerica January 2007 - July 2013
Skills
Insurance, Leadership, Life Insurance, Recruiting, Management, Coaching, Disability Insurance, Customer Retention, Marketing, Term Life Insurance, Training, Fixed Annuities, Long-term Care, Whole Life, Health Insurance, Employee Benefits, Retirement Planning, Retirement, Business Planning, Universal Life, Sales, 401k, Brokers, Business Strategy, Small Business
Education
Fort Valley State University
Business Administration and Management, General
Shorter College
Edward Financial Group June 2013 - Present
Transamerica January 2007 - July 2013
Skills
Insurance, Leadership, Life Insurance, Recruiting, Management, Coaching, Disability Insurance, Customer Retention, Marketing, Term Life Insurance, Training, Fixed Annuities, Long-term Care, Whole Life, Health Insurance, Employee Benefits, Retirement Planning, Retirement, Business Planning, Universal Life, Sales, 401k, Brokers, Business Strategy, Small Business
Education
Fort Valley State University
Business Administration and Management, General
Shorter College
Jill Mucha Rodda, M.S. Jill Mucha Rodda, M.S.'s Transamerica Experience April 1990 - January 1994
Job Personal Training by Jill Rodda
Industry Health, Wellness and Fitness
Experience
Personal Training By Jill Rodda September 2007 - Present
The Oxford Group, NY, NY September 2005 - September 2007
Wells Fargo January 1994 - January 1995
Transamerica April 1990 - January 1994
Skills
Personal Development, Fitness, Wellness, Nutrition, Fitness Training, Strength Training, Training, Coaching, Wellness Coaching, Yoga, Stress Management, Meditation, Lifestyle Coaching, Supplements, Wellbeing, Nutritional Counseling, Alternative Medicine, Health Education, Personal Training, Lifestyle, Strength & Conditioning, Cooking, Functional Training, Healthcare, Endurance, Health Promotion, Relaxation, CRM
Education
Florida Institute of Technology 1998 — 2000
MS, Management
University of Pittsburgh 1986 — 1990
BA, Political Science/Economics
Immaculata High School
Immaculata High School
Personal Training By Jill Rodda September 2007 - Present
The Oxford Group, NY, NY September 2005 - September 2007
Wells Fargo January 1994 - January 1995
Transamerica April 1990 - January 1994
Skills
Personal Development, Fitness, Wellness, Nutrition, Fitness Training, Strength Training, Training, Coaching, Wellness Coaching, Yoga, Stress Management, Meditation, Lifestyle Coaching, Supplements, Wellbeing, Nutritional Counseling, Alternative Medicine, Health Education, Personal Training, Lifestyle, Strength & Conditioning, Cooking, Functional Training, Healthcare, Endurance, Health Promotion, Relaxation, CRM
Education
Florida Institute of Technology 1998 — 2000
MS, Management
University of Pittsburgh 1986 — 1990
BA, Political Science/Economics
Immaculata High School
Immaculata High School
Jason Risley's Transamerica Experience 2003 - 2006
Job Systems Engineer at Applied Industrial Technologies
Industry Information Technology and Services
Experience
Applied Industrial Technologies March 2010 - Present
Applied Fluid Power Holdings 2010 - 2015
Brotherhood Bank January 2008 - June 2009
Transamerica 2003 - 2006
Skills
VMware, Active Directory, Disaster Recovery, System Administration, Windows Server, CISSP, Microsoft SQL Server, Servers, LDAP, Microsoft Exchange, ITIL, Firewalls, Business Continuity, Vendor Management, DNS, Computer Hardware, SCCM, Virtualization, TCP/IP, Operating Systems, Security, Troubleshooting, XP, DHCP, Citrix, SharePoint, Network Administration, IIS, Routers, Network Security, Requirements Analysis, Integration, VPN, vSphere, Data Center, Windows 7, VMware ESX, Information Security, Cisco Technologies, Switches, VoIP, Technical Support, Networking, Hardware
Education
Pratt Community College 1993 — 1996
Brown Mackie College
Fort Hays State University
Applied Industrial Technologies March 2010 - Present
Applied Fluid Power Holdings 2010 - 2015
Brotherhood Bank January 2008 - June 2009
Transamerica 2003 - 2006
Skills
VMware, Active Directory, Disaster Recovery, System Administration, Windows Server, CISSP, Microsoft SQL Server, Servers, LDAP, Microsoft Exchange, ITIL, Firewalls, Business Continuity, Vendor Management, DNS, Computer Hardware, SCCM, Virtualization, TCP/IP, Operating Systems, Security, Troubleshooting, XP, DHCP, Citrix, SharePoint, Network Administration, IIS, Routers, Network Security, Requirements Analysis, Integration, VPN, vSphere, Data Center, Windows 7, VMware ESX, Information Security, Cisco Technologies, Switches, VoIP, Technical Support, Networking, Hardware
Education
Pratt Community College 1993 — 1996
Brown Mackie College
Fort Hays State University
Deborah Faulk Deborah Faulk's Transamerica Experience March 2000 - March 2007
Job Financial Advisor/Registered Representative
Industry Financial Services
Experience
North Shore Financial Group an office of Metlife March 2008 - Present
Citi October 2004 - March 2008
Transamerica March 2000 - March 2007
AIL Defense Systems 1995 - 2000
Education
Nassau Community College 1982 — 1985
Business Administration
Fashion Institute of Technology 1975 — 1977
North Shore Financial Group an office of Metlife March 2008 - Present
Citi October 2004 - March 2008
Transamerica March 2000 - March 2007
AIL Defense Systems 1995 - 2000
Education
Nassau Community College 1982 — 1985
Business Administration
Fashion Institute of Technology 1975 — 1977
Ric Carey Ric Carey's Transamerica Experience 2000 - 2003
Job Management & Development Consultant
Industry Real Estate
Experience
Ric Carey Real Estate, LLC 2009 - Present
K. Hovnanian Homes 2010 - 2010
Centex Homes, East Florida Region 2003 - 2009
Transamerica 2000 - 2003
Manor Care 1987 - 1998
HCR ManorCare 1987 - 1998
Skills
Real Estate, Real Estate Development, Finance, Executive Management, Operations Management, Location Intelligence, Sellers, Property Management, Due Diligence, Asset Managment, Contract Negotiation, Valuation, Investment Properties, Real Estate Economics, Real Estate Transactions, Land Acquisition, Investments, Market Analysis, Financial Modeling, Financial Analysis, Brokerage, Acquisitions, Mergers & Acquisitions, Real Estate Financing, Negotiation, Leases, Asset Management, Feasibility Studies, Leadership, Property, Selling, Entitlements, Construction, Disposition, Corporate Real Estate, Investors, Management, Commercial Real Estate, Single Family Homes, Residential Homes, Land Development, Sales
Education
Emory University - Goizueta Business School
MBA
Southern Adventist University
B.A., Chemistry
University of Maryland University College
B.S., Business Administration
Ric Carey Real Estate, LLC 2009 - Present
K. Hovnanian Homes 2010 - 2010
Centex Homes, East Florida Region 2003 - 2009
Transamerica 2000 - 2003
Manor Care 1987 - 1998
HCR ManorCare 1987 - 1998
Skills
Real Estate, Real Estate Development, Finance, Executive Management, Operations Management, Location Intelligence, Sellers, Property Management, Due Diligence, Asset Managment, Contract Negotiation, Valuation, Investment Properties, Real Estate Economics, Real Estate Transactions, Land Acquisition, Investments, Market Analysis, Financial Modeling, Financial Analysis, Brokerage, Acquisitions, Mergers & Acquisitions, Real Estate Financing, Negotiation, Leases, Asset Management, Feasibility Studies, Leadership, Property, Selling, Entitlements, Construction, Disposition, Corporate Real Estate, Investors, Management, Commercial Real Estate, Single Family Homes, Residential Homes, Land Development, Sales
Education
Emory University - Goizueta Business School
MBA
Southern Adventist University
B.A., Chemistry
University of Maryland University College
B.S., Business Administration
Krissie Ray Krissie Ray's Transamerica Experience October 1998 - May 2011
Job Financial Analysis / Budget Management / Financial Reporting / General Accounting Procedures / Project Coordination
Industry Accounting
Experience
Corporate Traffic Logistics January 2015 - Present
Franklin Templeton Investments August 2014 - September 2014
Accounting Contractor & Consultant May 2011 - August 2014
Transamerica October 1998 - May 2011
Skills
Accounting, Financial Analysis, Financial Reporting, Strategic Financial..., Financial Accounting, Forecasting, Operating Budgets, Capital Budgeting, Business Analysis, QuickBooks, Project Coordination, Budget Reconciliation, Executive Presentations, Access, Account Reconciliation, Accounts Payable, Analysis, Budgets, Financial Planning, Software Documentation, Financial Statements, Leadership, Internal Audit, Finance, PeopleSoft, Management, Insurance, Risk Management, Process Improvement
Education
Florida Atlantic University - College of Business 2015 — 2017
Master’s Degree
University of Phoenix - Online 2001 — 2003
Bachelor of Science
Valencia Community College 1989 — 1990
Associate's Degree
Corporate Traffic Logistics January 2015 - Present
Franklin Templeton Investments August 2014 - September 2014
Accounting Contractor & Consultant May 2011 - August 2014
Transamerica October 1998 - May 2011
Skills
Accounting, Financial Analysis, Financial Reporting, Strategic Financial..., Financial Accounting, Forecasting, Operating Budgets, Capital Budgeting, Business Analysis, QuickBooks, Project Coordination, Budget Reconciliation, Executive Presentations, Access, Account Reconciliation, Accounts Payable, Analysis, Budgets, Financial Planning, Software Documentation, Financial Statements, Leadership, Internal Audit, Finance, PeopleSoft, Management, Insurance, Risk Management, Process Improvement
Education
Florida Atlantic University - College of Business 2015 — 2017
Master’s Degree
University of Phoenix - Online 2001 — 2003
Bachelor of Science
Valencia Community College 1989 — 1990
Associate's Degree
Peter Carlson Peter Carlson's Transamerica Experience April 2014 - Present
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica April 2014 - Present
RS Investments October 2008 - November 2013
Fidelity Investments August 1999 - July 2008
Tullett Prebon 1992 - 1997
Garvin Guybutler CorporationG 1993 - 1996
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) 1988 - 1992
Skills
Sales, Finance, Sales Management, Mutual Funds, Insurance, Trading
Education
Elon University 1982 — 1986
Finance, General
Transamerica April 2014 - Present
RS Investments October 2008 - November 2013
Fidelity Investments August 1999 - July 2008
Tullett Prebon 1992 - 1997
Garvin Guybutler CorporationG 1993 - 1996
Mitsubishi UFJ Trust & Banking Corporation (U.S.A.) 1988 - 1992
Skills
Sales, Finance, Sales Management, Mutual Funds, Insurance, Trading
Education
Elon University 1982 — 1986
Finance, General
Dan Chodosch, CIMA® Dan Chodosch, CIMA®'s Transamerica Experience March 2011 - December 2013
Job Regional Vice President at American Funds
Industry Financial Services
Experience
American Funds January 2014 - Present
Transamerica March 2011 - December 2013
New York Life & MainStay Investments August 2007 - December 2010
Fred Alger and Company August 2004 - August 2007
Timber Hill LLC (presently Interactive Brokers) March 2000 - December 2003
Timber Hill LLC (presently Interactive Brokers) December 1997 - March 2000
Skills
Mutual Funds, Series 63, Investments, Separately Managed..., Fixed Annuities, Series 7, Alternative Investments, Strategic Financial..., Life and Health, Asset Allocation, Asset Management, Securities, 401k, Financial Services, Retirement Planning, Series 6, ETFs, Options, Retirement, FINRA
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA®)
Franklin & Marshall College 1993 — 1997
BA
American Funds January 2014 - Present
Transamerica March 2011 - December 2013
New York Life & MainStay Investments August 2007 - December 2010
Fred Alger and Company August 2004 - August 2007
Timber Hill LLC (presently Interactive Brokers) March 2000 - December 2003
Timber Hill LLC (presently Interactive Brokers) December 1997 - March 2000
Skills
Mutual Funds, Series 63, Investments, Separately Managed..., Fixed Annuities, Series 7, Alternative Investments, Strategic Financial..., Life and Health, Asset Allocation, Asset Management, Securities, 401k, Financial Services, Retirement Planning, Series 6, ETFs, Options, Retirement, FINRA
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst (CIMA®)
Franklin & Marshall College 1993 — 1997
BA
Amy Boyle Amy Boyle's Transamerica Experience March 2011 - Present
Job Director, Business Alignment at Transamerica
Industry Financial Services
Experience
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)
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)
Tommy Steriadis, CPA's Transamerica Experience September 2005 - January 2010
Job Senior Analyst at Revenue Management Solutions
Industry Accounting
Experience
Revenue Management Solutions April 2012 - Present
Royalty Realty August 2008 - Present
Parker and Lynch October 2011 - March 2012
BayCare Health System February 2010 - October 2011
Transamerica September 2005 - January 2010
MetLife February 2005 - September 2005
Skills
Financial Analysis, Accounting, Analysis, Access, Process Improvement, Data Analysis, Financial Accounting, CPA, Microsoft Office, Real Estate, Microsoft Excel, Forecasting, Consulting, SQL, Process Automation, Real Estate Transactions, Mutual Funds, Insurance, Qualitative Research, Business Analysis, C++, Visual Basic, Hospitality Industry, Healthcare, Team Building, Compliance
Education
Florida State University 2000 — 2004
Bachelor of Science, Accounting
Revenue Management Solutions April 2012 - Present
Royalty Realty August 2008 - Present
Parker and Lynch October 2011 - March 2012
BayCare Health System February 2010 - October 2011
Transamerica September 2005 - January 2010
MetLife February 2005 - September 2005
Skills
Financial Analysis, Accounting, Analysis, Access, Process Improvement, Data Analysis, Financial Accounting, CPA, Microsoft Office, Real Estate, Microsoft Excel, Forecasting, Consulting, SQL, Process Automation, Real Estate Transactions, Mutual Funds, Insurance, Qualitative Research, Business Analysis, C++, Visual Basic, Hospitality Industry, Healthcare, Team Building, Compliance
Education
Florida State University 2000 — 2004
Bachelor of Science, Accounting
Jacquelyn Farr-Porter's Transamerica Experience August 2010 - Present
Job Independent Agent and Sales Manager at Financial Avenues, Inc.
Industry Financial Services
Experience
Transamerica August 2010 - Present
Cox Communications August 2008 - August 2010
Skills
Sales, Insurance, Leadership, Marketing, Investments, Team Building, Employee Benefits, Account Management, Customer Service, Sales Management, New Business Development, Direct Sales
Education
Friends University 2008 — 2010
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
MidAmerica Nazarene University 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Sociology
Transamerica August 2010 - Present
Cox Communications August 2008 - August 2010
Skills
Sales, Insurance, Leadership, Marketing, Investments, Team Building, Employee Benefits, Account Management, Customer Service, Sales Management, New Business Development, Direct Sales
Education
Friends University 2008 — 2010
Master of Business Administration (M.B.A.), Business, Management, Marketing, and Related Support Services
MidAmerica Nazarene University 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Sociology
Bryan Wherry Bryan Wherry's Transamerica Experience 1994 - 2002
Job Director of Information Technology at National Air Cargo
Industry Information Technology and Services
Experience
National Air Cargo February 2013 - Present
Fidelis Care March 2006 - December 2012
Fidelis Care September 2002 - March 2006
Transamerica 1994 - 2002
Skills
Healthcare Information..., Process Improvement, Healthcare Management, SDLC, Medicaid, Information Technology, IT Management, IT Strategy, Software Implementation, Visio, Integration, Data Analysis, HIPAA, Troubleshooting, Health Insurance, Informatics, Vendor Management, Healthcare, Testing, Disaster Recovery, Management, Data Center, Business Analysis, Leadership, Software Documentation, Network Security
Education
State University of New York College at Buffalo 1986 — 1988
Bachelor of Science (B.S.), Management Information Systems
Erie Community College 1984 — 1986
Associate of Science (A.S.), Information Systems
National Air Cargo February 2013 - Present
Fidelis Care March 2006 - December 2012
Fidelis Care September 2002 - March 2006
Transamerica 1994 - 2002
Skills
Healthcare Information..., Process Improvement, Healthcare Management, SDLC, Medicaid, Information Technology, IT Management, IT Strategy, Software Implementation, Visio, Integration, Data Analysis, HIPAA, Troubleshooting, Health Insurance, Informatics, Vendor Management, Healthcare, Testing, Disaster Recovery, Management, Data Center, Business Analysis, Leadership, Software Documentation, Network Security
Education
State University of New York College at Buffalo 1986 — 1988
Bachelor of Science (B.S.), Management Information Systems
Erie Community College 1984 — 1986
Associate of Science (A.S.), Information Systems
Sam Pesetsky, CIMA Sam Pesetsky, CIMA's Transamerica Experience May 2014 - Present
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica May 2014 - Present
SunAmerica Mutual Funds May 2013 - May 2014
J.P. Morgan April 2006 - May 2013
J.P. Morgan July 2004 - April 2006
J.P. Morgan January 2003 - July 2004
J.P. Morgan November 2000 - January 2003
American Express October 1999 - August 2000
Skills
CIMA, Public Speaking, Capital Markets, Economics, Mutual Funds, Asset Allocation, Series 7, Alternative Investments, Wealth Management, Variable Annuities, Equities, Series 63, Consultative Sales..., Insurance, ETFs, Retirement Planning, Investment Strategies, Asset Management, Investment Management, Retirement, Bonds, Fixed Income, Bloomberg, CRM, 401k, Loans
Education
Franklin University
MBA, Financial Management
West Virginia State College
Bachelors of Science, Applied Mathematics
Transamerica May 2014 - Present
SunAmerica Mutual Funds May 2013 - May 2014
J.P. Morgan April 2006 - May 2013
J.P. Morgan July 2004 - April 2006
J.P. Morgan January 2003 - July 2004
J.P. Morgan November 2000 - January 2003
American Express October 1999 - August 2000
Skills
CIMA, Public Speaking, Capital Markets, Economics, Mutual Funds, Asset Allocation, Series 7, Alternative Investments, Wealth Management, Variable Annuities, Equities, Series 63, Consultative Sales..., Insurance, ETFs, Retirement Planning, Investment Strategies, Asset Management, Investment Management, Retirement, Bonds, Fixed Income, Bloomberg, CRM, 401k, Loans
Education
Franklin University
MBA, Financial Management
West Virginia State College
Bachelors of Science, Applied Mathematics
Niya Case Niya Case's Transamerica Experience September 2013 - Present
Job Human Resources
Industry Executive Office
Experience
Transamerica September 2013 - Present
Sisters Standing Strong/Non-Profit Organization January 2011 - September 2013
Brookdale Senior Living November 2012 - April 2013
City of Largo June 2008 - October 2012
Skills
Event Planning, Outlook, Policy, Customer Service, Microsoft Office, Community Outreach, PowerPoint, Microsoft Excel, Public Speaking, Public Administration, Microsoft Word, Human Resources, Training, Interviews, Employee Benefits, HRIS, Payroll
Education
Webster University 2014 — 2016
Master’s Degree, Human Resources Management/Personnel Administration, General
Eckerd College 2010 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Transamerica September 2013 - Present
Sisters Standing Strong/Non-Profit Organization January 2011 - September 2013
Brookdale Senior Living November 2012 - April 2013
City of Largo June 2008 - October 2012
Skills
Event Planning, Outlook, Policy, Customer Service, Microsoft Office, Community Outreach, PowerPoint, Microsoft Excel, Public Speaking, Public Administration, Microsoft Word, Human Resources, Training, Interviews, Employee Benefits, HRIS, Payroll
Education
Webster University 2014 — 2016
Master’s Degree, Human Resources Management/Personnel Administration, General
Eckerd College 2010 — 2013
Bachelor of Science (B.S.), Business Administration and Management, General
Melanie Gutierrez Melanie Gutierrez's Transamerica Experience April 2015 - Present
Job Associate at Transamerica
Industry Financial Services
Experience
World Financial Group (WFG) April 2015 - Present
Transamerica April 2015 - Present
Melanie's Family Daycare January 2011 - May 2015
Larry H. Miller Toyota Boulder 2005 - 2011
Skills
Strategic Planning, Microsoft Excel, Leadership, Team Building, Customer Service, Sales, Management, Negotiation, Finance, Microsoft Word, PowerPoint
Education
Front Range Community College
LDS Business College
World Financial Group (WFG) April 2015 - Present
Transamerica April 2015 - Present
Melanie's Family Daycare January 2011 - May 2015
Larry H. Miller Toyota Boulder 2005 - 2011
Skills
Strategic Planning, Microsoft Excel, Leadership, Team Building, Customer Service, Sales, Management, Negotiation, Finance, Microsoft Word, PowerPoint
Education
Front Range Community College
LDS Business College
Dylan Meyer Dylan Meyer's Transamerica Experience May 2014 - August 2014
Job Associate Software Developer at Gartner
Industry Computer Software
Experience
Gartner 2015 - Present
Fairfield University August 2014 - December 2014
Transamerica May 2014 - August 2014
Skills
Java, Microsoft Office, Photoshop, SQL, Mathematics
Education
Fairfield University 2011 — 2015
Bachelor's degree, Mathematics and Computer Science, 3.99
Gartner 2015 - Present
Fairfield University August 2014 - December 2014
Transamerica May 2014 - August 2014
Skills
Java, Microsoft Office, Photoshop, SQL, Mathematics
Education
Fairfield University 2011 — 2015
Bachelor's degree, Mathematics and Computer Science, 3.99
Deborah Taylor Sipes Deborah Taylor Sipes's Transamerica Experience December 2013 - Present
Job Agency Coordinator I Temp on Call at Transamerica
Industry Insurance
Experience
Transamerica December 2013 - Present
Michael Sipes - General Agent Life Insurance November 2005 - September 2012
MedQuist April 2000 - November 2005
New Hanover Regional Medical Center March 1998 - April 2000
Loris Healthcare Systems December 1996 - September 1998
Food Lion June 1983 - December 1990
Skills
Customer Service..., Retail Office Management, Data Entry, Life Insurance and Life..., Medical Transcription..., EHR, Speech Recognition, Management, Healthcare, Hospitals, HIPAA, Microsoft Word, Healthcare Documentation
Education
Fayetteville Technical Community College 2014 — 2015
Medical Transcription Editing
Loris High School 1976 — 1980
High School
Transamerica December 2013 - Present
Michael Sipes - General Agent Life Insurance November 2005 - September 2012
MedQuist April 2000 - November 2005
New Hanover Regional Medical Center March 1998 - April 2000
Loris Healthcare Systems December 1996 - September 1998
Food Lion June 1983 - December 1990
Skills
Customer Service..., Retail Office Management, Data Entry, Life Insurance and Life..., Medical Transcription..., EHR, Speech Recognition, Management, Healthcare, Hospitals, HIPAA, Microsoft Word, Healthcare Documentation
Education
Fayetteville Technical Community College 2014 — 2015
Medical Transcription Editing
Loris High School 1976 — 1980
High School
E. Alex Ayala's Transamerica Experience January 2014 - Present
Job Field Trainer at World Financial Group (WFG)
Industry Financial Services
Experience
Transamerica January 2014 - Present
World Financial Group (WFG) January 2014 - Present
Skills
Leadership, Training, Field Training, Team Building, Investments, Sales, Management, Insurance, Team Leadership, Motivational Speaking, Team Management, Coaching, Marketing, Sales Management, Customer Service, Strategic Planning, Marketing Strategy, Operations Management, Financial Analysis, Finance, Financial Planning, Teamwork, Team Motivation, Financial Wellness, Financial Education, Life Insurance, Retirement
Education
Florida International University 2008 — 2010
Marketing / Real Estate Management
Miami Dade College 2006 — 2008
Associate of Science (AS), Business Administration and Management, General
Naval Training Station Great Lakes, Illinois 2001 — 2002
Engineering Electrician, Interior Communications / GYRO Compass
Transamerica January 2014 - Present
World Financial Group (WFG) January 2014 - Present
Skills
Leadership, Training, Field Training, Team Building, Investments, Sales, Management, Insurance, Team Leadership, Motivational Speaking, Team Management, Coaching, Marketing, Sales Management, Customer Service, Strategic Planning, Marketing Strategy, Operations Management, Financial Analysis, Finance, Financial Planning, Teamwork, Team Motivation, Financial Wellness, Financial Education, Life Insurance, Retirement
Education
Florida International University 2008 — 2010
Marketing / Real Estate Management
Miami Dade College 2006 — 2008
Associate of Science (AS), Business Administration and Management, General
Naval Training Station Great Lakes, Illinois 2001 — 2002
Engineering Electrician, Interior Communications / GYRO Compass
Holly Peck Holly Peck's Transamerica Experience April 2013 - April 2015
Job Intructional Aide at El Camino College
Industry Primary/Secondary Education
Experience
El Camino College October 2014 - Present
Long Beach Unified School District April 2013 - Present
Transamerica April 2013 - April 2015
Home May 2011 - April 2013
CIty of Hawthorne May 2002 - December 2010
City of Hawthorne February 1998 - May 2002
Skills
Social Media, Teaching, Research, Customer Service, Community Outreach, Data Entry, Higher Education, Internet, Leadership, Microsoft Word, Contract Negotiation, Organization, PowerPoint, Problem Solving, typing, Youth Development, Analysis, Telephone Skills, Public Speaking, Teamwork, Team Building, Building Relationships
Education
National University 2005 — 2007
Bachelor’s Degree, CJ Administration, 3.75
University of Phoenix 2004 — 2005
CJ Administration, 3.9
El Camino College 1990 — 1994
Associate’s Degree, Adminstration of Justice, 3.0
El Camino College October 2014 - Present
Long Beach Unified School District April 2013 - Present
Transamerica April 2013 - April 2015
Home May 2011 - April 2013
CIty of Hawthorne May 2002 - December 2010
City of Hawthorne February 1998 - May 2002
Skills
Social Media, Teaching, Research, Customer Service, Community Outreach, Data Entry, Higher Education, Internet, Leadership, Microsoft Word, Contract Negotiation, Organization, PowerPoint, Problem Solving, typing, Youth Development, Analysis, Telephone Skills, Public Speaking, Teamwork, Team Building, Building Relationships
Education
National University 2005 — 2007
Bachelor’s Degree, CJ Administration, 3.75
University of Phoenix 2004 — 2005
CJ Administration, 3.9
El Camino College 1990 — 1994
Associate’s Degree, Adminstration of Justice, 3.0
Robert G. Brunton Robert G. Brunton's Transamerica Experience Senior Litigation CounselTransamericaJune 2004 - Present
Job Senior Litigation Counsel at Transamerica
Industry Financial Services
Experience
Transamerica Senior Litigation CounselTransamericaJune 2004 - Present
Kutak Rock, LLP March 1994 - May 2004
Prudential Securities, Inc. April 1987 - March 1994
E.F. Hutton and Co., Inc. April 1981 - April 1987
Kings County District Attorneys Office October 1978 - March 1981
Education
Fordham University School of Law 1978 — 1982
Juris Doctor, Law
Fordham University 1974 — 1978
B.A. History, History
Transamerica Senior Litigation CounselTransamericaJune 2004 - Present
Kutak Rock, LLP March 1994 - May 2004
Prudential Securities, Inc. April 1987 - March 1994
E.F. Hutton and Co., Inc. April 1981 - April 1987
Kings County District Attorneys Office October 1978 - March 1981
Education
Fordham University School of Law 1978 — 1982
Juris Doctor, Law
Fordham University 1974 — 1978
B.A. History, History
Randy Tyner Randy Tyner's Transamerica Experience January 2009 - Present
Job tranamerica
Industry Insurance
Experience
Transamerica January 2009 - Present
unitied insurance December 2009 - December 2014
Skills
Customer Service, Sales, Management, New Business Development, Sales Management, Account Management, Strategic Planning, Microsoft Office, Negotiation, Marketing, Team Building, Marketing Strategy, Business Development, Business Strategy, Project Management, Budgets, Contract Negotiation, Sales Operations, Business Planning, Coaching
Education
Francis Marion University 1973 — 1976
Bachelor of Science (BS), Business Administration and Management, General
Transamerica January 2009 - Present
unitied insurance December 2009 - December 2014
Skills
Customer Service, Sales, Management, New Business Development, Sales Management, Account Management, Strategic Planning, Microsoft Office, Negotiation, Marketing, Team Building, Marketing Strategy, Business Development, Business Strategy, Project Management, Budgets, Contract Negotiation, Sales Operations, Business Planning, Coaching
Education
Francis Marion University 1973 — 1976
Bachelor of Science (BS), Business Administration and Management, General
Cheona Fuller Cheona Fuller's Transamerica Experience February 2002 - September 2008
Job Sr. Recruiting Coordinator Global Sales
Industry Human Resources
Experience
Avigilon May 2015 - Present
Santander Consumer USA Inc. September 2008 - May 2015
Transamerica February 2002 - September 2008
Skills
Onboarding, Employee Relations, Talent Acquisition, Recruiting, PeopleSoft, Training, Conflict Resolution, Human Resources, Public Speaking, Public Relations, Event Planning, Corporate Events, Non-profits, Customer Service, Team Leadership, Applicant Tracking..., Benefits Administration, Performance Management, New Hire Orientations, Nonprofits, Leadership, HRIS
Education
Fisk University 1991 — 1993
Sociology
Fisk University
Avigilon May 2015 - Present
Santander Consumer USA Inc. September 2008 - May 2015
Transamerica February 2002 - September 2008
Skills
Onboarding, Employee Relations, Talent Acquisition, Recruiting, PeopleSoft, Training, Conflict Resolution, Human Resources, Public Speaking, Public Relations, Event Planning, Corporate Events, Non-profits, Customer Service, Team Leadership, Applicant Tracking..., Benefits Administration, Performance Management, New Hire Orientations, Nonprofits, Leadership, HRIS
Education
Fisk University 1991 — 1993
Sociology
Fisk University
Erin Fryer Erin Fryer's Transamerica Experience August 2015 - Present
Job Administrative Assistant at Transamerica
Industry Hospital & Health Care
Experience
Transamerica August 2015 - Present
Peninsula Center of Cosmetic Dentistry January 2014 - May 2015
Peninsula Center of Cosmetic Dentistry August 2012 - January 2014
Penninsula Center of Cosmetic Dentistry September 2009 - September 2012
Nordstrom December 2006 - September 2011
Peninsula Center of Cosmetic Dentistry July 2009 - September 2009
Americorps NCCC January 2006 - November 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Dentrix, Tigerview, Customer Service, Customer Support, Data Entry, Appointment Scheduling, Photoshop, Invisalign, Marketing
Education
Foothill College 2007 — 2009
Associate's degree, Dental Assisting/Assistant
Prospect High School 1999 — 2003
High School Diploma
Transamerica August 2015 - Present
Peninsula Center of Cosmetic Dentistry January 2014 - May 2015
Peninsula Center of Cosmetic Dentistry August 2012 - January 2014
Penninsula Center of Cosmetic Dentistry September 2009 - September 2012
Nordstrom December 2006 - September 2011
Peninsula Center of Cosmetic Dentistry July 2009 - September 2009
Americorps NCCC January 2006 - November 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Dentrix, Tigerview, Customer Service, Customer Support, Data Entry, Appointment Scheduling, Photoshop, Invisalign, Marketing
Education
Foothill College 2007 — 2009
Associate's degree, Dental Assisting/Assistant
Prospect High School 1999 — 2003
High School Diploma
Tammie L Hall's Transamerica Experience August 2015 - Present
Job Retirement Planning Consultant at Transamerica
Industry Financial Services
Experience
Transamerica August 2015 - Present
Fidelity Investments November 2011 - July 2015
Great-West Life and Annuity Insurance Company December 2010 - November 2011
Skills
Excel, Outlook, Word, Critical Thinking, Innovative Problem..., Independent, Results Driven, Microsoft Excel, Process Improvement, Management, Analysis, Result Oriented, Microsoft Word, Training, Leadership, Customer Service, Banking, Marketing, Sales, Customer Satisfaction, Portfolio Management, Insurance
Education
Friends University 2011 — 2013
Master of Business Administration (MBA), Business, 3.85/4.00
Friends University 2009 — 2010
Business Management, Business
H & R Block Basic Tax 1991 — 1991
Certificate, Tax Preparation
Transamerica August 2015 - Present
Fidelity Investments November 2011 - July 2015
Great-West Life and Annuity Insurance Company December 2010 - November 2011
Skills
Excel, Outlook, Word, Critical Thinking, Innovative Problem..., Independent, Results Driven, Microsoft Excel, Process Improvement, Management, Analysis, Result Oriented, Microsoft Word, Training, Leadership, Customer Service, Banking, Marketing, Sales, Customer Satisfaction, Portfolio Management, Insurance
Education
Friends University 2011 — 2013
Master of Business Administration (MBA), Business, 3.85/4.00
Friends University 2009 — 2010
Business Management, Business
H & R Block Basic Tax 1991 — 1991
Certificate, Tax Preparation
Curtis Leonard Jr. Curtis Leonard Jr.'s Transamerica Experience June 2011 - March 2013
Job Staff Consultant at James Moore, Certified Public Accountants and Consultants
Industry Accounting
Experience
James Moore, Certified Public Accountants and Consultants March 2013 - Present
Transamerica June 2011 - March 2013
Transamerica September 2010 - June 2011
Transamerica June 2010 - September 2010
Skills
General Ledger, Financial Statements, Analysis, Accounting, Financial Reporting, Microsoft Excel, Financial Accounting, QuickBooks, MIP, Sales Tax, Payroll Taxes, Mutual Funds
Education
Flagler College-Tallahassee 2014 — 2016
Bachelor's degree, Accounting, 4.0
Florida State University 2008 — 2010
B.S., Finance, 3.75
Tallahassee Community College
Associate of Arts (A.A.), 3.97
James Moore, Certified Public Accountants and Consultants March 2013 - Present
Transamerica June 2011 - March 2013
Transamerica September 2010 - June 2011
Transamerica June 2010 - September 2010
Skills
General Ledger, Financial Statements, Analysis, Accounting, Financial Reporting, Microsoft Excel, Financial Accounting, QuickBooks, MIP, Sales Tax, Payroll Taxes, Mutual Funds
Education
Flagler College-Tallahassee 2014 — 2016
Bachelor's degree, Accounting, 4.0
Florida State University 2008 — 2010
B.S., Finance, 3.75
Tallahassee Community College
Associate of Arts (A.A.), 3.97
Jay Burrows's Transamerica Experience LAN ManagerKentucky Army National GuardMarch 2009 - Present
Job Mainframe Security Administrator at Transamerica
Industry Financial Services
Experience
Transamerica LAN ManagerKentucky Army National GuardMarch 2009 - Present
Hewlett-Packard December 2011 - April 2015
Skills
Mainframe, Networking, Security, Software Installation, Windows Server, IBM Mainframe, Disaster Recovery, Requirements Analysis, Storage, SDLC
Education
Elizabethtown Community and Technical College 2014 — 2018
Associate of Arts and Sciences (AAS), Information Technology
Transamerica LAN ManagerKentucky Army National GuardMarch 2009 - Present
Hewlett-Packard December 2011 - April 2015
Skills
Mainframe, Networking, Security, Software Installation, Windows Server, IBM Mainframe, Disaster Recovery, Requirements Analysis, Storage, SDLC
Education
Elizabethtown Community and Technical College 2014 — 2018
Associate of Arts and Sciences (AAS), Information Technology
Dana Teasley Dana Teasley's Transamerica Experience December 2013 - Present
Job Writer and Editor
Industry Writing and Editing
Experience
Transamerica December 2013 - Present
James Irwin Charter Schools August 2014 - December 2014
The University of Texas at El Paso August 2011 - December 2013
Walmart January 2010 - August 2011
History Department-UTEP January 2008 - May 2009
Cremer's Carpet and Upholstery Cleaning January 1982 - July 2005
Skills
Research, Editing, History, Tutoring, Public Speaking, Critical Thinking
Education
University of Texas at El Paso 2007 — 2009
Bachelor of Arts (B.A.), History, 4.0
El Paso Community College 2005 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Transamerica December 2013 - Present
James Irwin Charter Schools August 2014 - December 2014
The University of Texas at El Paso August 2011 - December 2013
Walmart January 2010 - August 2011
History Department-UTEP January 2008 - May 2009
Cremer's Carpet and Upholstery Cleaning January 1982 - July 2005
Skills
Research, Editing, History, Tutoring, Public Speaking, Critical Thinking
Education
University of Texas at El Paso 2007 — 2009
Bachelor of Arts (B.A.), History, 4.0
El Paso Community College 2005 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Ian MacInnes Ian MacInnes's Transamerica Experience July 2015 - Present
Job Client Relations Associate at Transamerica
Industry Financial Services
Experience
Transamerica July 2015 - Present
Community Films 2015 - Present
Celerity September 2014 - December 2014
Prudential Financial June 2013 - August 2013
Prudential Financial 2013 - 2013
Skills
Spanish, Photoshop, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Public Speaking, Final Cut Pro, Facebook, Editing, Event Planning, Public Relations, WordPress, Social Networking, InDesign, Press Releases, Blogging, Marketing Communications, Strategic Communications, Creative Writing
Education
Elon University 2010 — 2014
Bachelor of Arts (B.A.), Communication, General
Georgetown Prep 2006 — 2010
Transamerica July 2015 - Present
Community Films 2015 - Present
Celerity September 2014 - December 2014
Prudential Financial June 2013 - August 2013
Prudential Financial 2013 - 2013
Skills
Spanish, Photoshop, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Public Speaking, Final Cut Pro, Facebook, Editing, Event Planning, Public Relations, WordPress, Social Networking, InDesign, Press Releases, Blogging, Marketing Communications, Strategic Communications, Creative Writing
Education
Elon University 2010 — 2014
Bachelor of Arts (B.A.), Communication, General
Georgetown Prep 2006 — 2010
Ashley Bilko's Transamerica Experience March 2014 - Present
Job Market Research Manager at Transamerica
Industry Insurance
Experience
Transamerica March 2014 - Present
Transamerica December 2010 - March 2014
Transamerica February 2010 - December 2010
Skills
Insurance, Quantitative Research, Analysis, SAS, Data Analysis, Microsoft Excel, Data Mining, PowerPoint, Outlook, Microsoft Word, Marketing Research, SAS programming, Microsoft Office, WebEx, Qualitative Research, Financial Services, Market Research, Leadership, Marketing Strategy, Life Insurance, Analytics, Customer Service, Management
Education
The University of Georgia 2015 — 2016
Market Research Certification, Marketing Research
The Burke Institute 2014 — 2014
Focus Group Moderator Training, Marketing Research
West Chester University of Pennsylvania 2008 — 2010
Bachelor of Science (B.S.), Business Administration
Elizabethtown College 2006 — 2008
Biology, General
Transamerica March 2014 - Present
Transamerica December 2010 - March 2014
Transamerica February 2010 - December 2010
Skills
Insurance, Quantitative Research, Analysis, SAS, Data Analysis, Microsoft Excel, Data Mining, PowerPoint, Outlook, Microsoft Word, Marketing Research, SAS programming, Microsoft Office, WebEx, Qualitative Research, Financial Services, Market Research, Leadership, Marketing Strategy, Life Insurance, Analytics, Customer Service, Management
Education
The University of Georgia 2015 — 2016
Market Research Certification, Marketing Research
The Burke Institute 2014 — 2014
Focus Group Moderator Training, Marketing Research
West Chester University of Pennsylvania 2008 — 2010
Bachelor of Science (B.S.), Business Administration
Elizabethtown College 2006 — 2008
Biology, General
Nancy Moate Nancy Moate's Transamerica Experience June 1993 - May 2012
Job Graduate Student
Industry Accounting
Experience
Transamerica June 1993 - May 2012
Transamerica 1996 - 2012
Nancy Moate, C.P.A. 1984 - 1993
iil, inc. 1983 - 1984
EY 1980 - 1983
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Research, Outlook, Strategic Planning, English, Windows, Budgets, Editing
Education
Grand Canyon University 2013 — 2016
Doctor of Education (Ed.D.), Organizational Leadership with emphasis in Christian Ministry
Emory University - Goizueta Business School 1978 — 1980
Master of Business Administration (M.B.A.), Accounting and Finance
Wake Forest University 1966 — 1970
Bachelor's Degree, Psychology
Transamerica June 1993 - May 2012
Transamerica 1996 - 2012
Nancy Moate, C.P.A. 1984 - 1993
iil, inc. 1983 - 1984
EY 1980 - 1983
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Research, Outlook, Strategic Planning, English, Windows, Budgets, Editing
Education
Grand Canyon University 2013 — 2016
Doctor of Education (Ed.D.), Organizational Leadership with emphasis in Christian Ministry
Emory University - Goizueta Business School 1978 — 1980
Master of Business Administration (M.B.A.), Accounting and Finance
Wake Forest University 1966 — 1970
Bachelor's Degree, Psychology
Massieon Mark's Transamerica Experience November 1996 - January 1998
Job System Engineer at Cerner Corporation
Industry Information Technology and Services
Experience
ScriptPro February 2015 - Present
Cerner Corporation August 2009 - January 2015
Cerner Corporation 2005 - 2014
Cerner Corporation March 2008 - August 2009
Cerner Corporation November 2005 - March 2008
Best Buy November 2002 - November 2005
Return Products Management September 2002 - November 2002
One System Group L.L.C. February 1998 - January 2002
Transamerica November 1996 - January 1998
Skills
Remote Troubleshooting, Technical Support, Help Desk Support, Networking, Computer Hardware, Software Documentation, Software Installation, Operating Systems, IT Operations, Windows Server, Red Hat Linux, Virtualization, Interviews, Troubleshooting
Education
Emporia State University 1991 — 1995
Bachelor of Science in Business, Computer Information Systems
Nemaha Valley High School 1988 — 1991
ScriptPro February 2015 - Present
Cerner Corporation August 2009 - January 2015
Cerner Corporation 2005 - 2014
Cerner Corporation March 2008 - August 2009
Cerner Corporation November 2005 - March 2008
Best Buy November 2002 - November 2005
Return Products Management September 2002 - November 2002
One System Group L.L.C. February 1998 - January 2002
Transamerica November 1996 - January 1998
Skills
Remote Troubleshooting, Technical Support, Help Desk Support, Networking, Computer Hardware, Software Documentation, Software Installation, Operating Systems, IT Operations, Windows Server, Red Hat Linux, Virtualization, Interviews, Troubleshooting
Education
Emporia State University 1991 — 1995
Bachelor of Science in Business, Computer Information Systems
Nemaha Valley High School 1988 — 1991
autumn reinbold autumn reinbold's Transamerica Experience January 2014 - Present
Job Financial Consultant at Transamerica
Industry Financial Services
Experience
Transamerica January 2014 - Present
Aflac April 2013 - February 2014
Skills
Health Insurance, Life Insurance, Long-term Care, Accident, Whole Life, International Relations, Microsoft Office, Policy Analysis, Research, Term Life Insurance, International..., Flexible Spending...
Education
Norwich University 2013 — 2015
Master of Business Administration (M.B.A.), Project Management
Franklin College 2008 — 2013
Bachelor's degree, Spanish Language and Literature
Transamerica January 2014 - Present
Aflac April 2013 - February 2014
Skills
Health Insurance, Life Insurance, Long-term Care, Accident, Whole Life, International Relations, Microsoft Office, Policy Analysis, Research, Term Life Insurance, International..., Flexible Spending...
Education
Norwich University 2013 — 2015
Master of Business Administration (M.B.A.), Project Management
Franklin College 2008 — 2013
Bachelor's degree, Spanish Language and Literature
Connor Keenan Connor Keenan's Transamerica Experience September 2014 - August 2015
Job Analyst at EmCap Solutions Inc.
Industry Financial Services
Experience
EmCap Solutions, Inc. September 2015 - Present
Transamerica September 2014 - August 2015
EmCap Solutions, Inc. May 2014 - August 2014
Fisher Wealth Management May 2013 - May 2014
Skills
Mathematica, Microsoft Excel, Microsoft Word, SAS, PowerPoint, Sales, Finance
Education
Elon University 2010 — 2014
Bachelor's Degree, Finance and Applied Mathematics
EmCap Solutions, Inc. September 2015 - Present
Transamerica September 2014 - August 2015
EmCap Solutions, Inc. May 2014 - August 2014
Fisher Wealth Management May 2013 - May 2014
Skills
Mathematica, Microsoft Excel, Microsoft Word, SAS, PowerPoint, Sales, Finance
Education
Elon University 2010 — 2014
Bachelor's Degree, Finance and Applied Mathematics
Eric Havener's Transamerica Experience 2007 - Present
Job Lead Information Security Analyst
Industry Financial Services
Experience
Transamerica 2007 - Present
AEGON Americas 2004 - 2007
AEGON Americas 2002 - 2004
AEGON Americas 2000 - 2002
AEGON Americas 1998 - 2000
Skills
Risk Management, Information Security, Enterprise Risk..., Financial Risk, MS Project, Insurance, Information Security..., Visio, Data Analysis, Solvency II, IT Audit, Risk Assessment, Auditing, Business Continuity, Operational Risk...
Education
Radford University 1993 — 1996
Bachelor of Science (BS), Statistics
Virginia Polytechnic Institute and State University 1995 — 1996
St Petersburg Junior College 1991 — 1993
Bachelor of Arts (BA), General Studies
Eckerd College 1989 — 1991
Management Information Systems, General
Transamerica 2007 - Present
AEGON Americas 2004 - 2007
AEGON Americas 2002 - 2004
AEGON Americas 2000 - 2002
AEGON Americas 1998 - 2000
Skills
Risk Management, Information Security, Enterprise Risk..., Financial Risk, MS Project, Insurance, Information Security..., Visio, Data Analysis, Solvency II, IT Audit, Risk Assessment, Auditing, Business Continuity, Operational Risk...
Education
Radford University 1993 — 1996
Bachelor of Science (BS), Statistics
Virginia Polytechnic Institute and State University 1995 — 1996
St Petersburg Junior College 1991 — 1993
Bachelor of Arts (BA), General Studies
Eckerd College 1989 — 1991
Management Information Systems, General
Mariano Demarin Mariano Demarin's Transamerica Experience 1993 - 1996
Job President at Home Port Insurance Group, INC
Industry Insurance
Experience
Home Port Insurance Group, INC April 2015 - Present
Carrington Mortgage Services, LLC November 2010 - April 2014
Carrington Mortgage Services, LLC October 2010 - April 2014
Colony Title and Escrow, INC December 2008 - November 2010
Mount Olympus Mtg Company May 2006 - January 2008
Ameriquest Mortgage Company June 1996 - June 2006
Ameriquest Mortgage May 1996 - May 2006
Ameriquest Mortgage Company May 1996 - May 2006
Ameriquest Mortgage Company May 1996 - May 2006
Transamerica 1993 - 1996
Skills
Loans, Real Estate, Finance, Sales Management, Sales, Insurance, Training, Networking, Leadership, Customer Service, Quality Control, Strategic Leadership, Spanish, Directing, Policy Analysis, Mortgage Banking, Loan Origination, FHA, Credit, Residential Mortgages, Refinance, Executive Management, Credit Analysis, Team Building, Strategic Planning, Financial Services, Relationship Management, Coaching, Call Center, Recruiting, Operations Management, Team Leadership, Mortgage Lending, Management, Start-ups, Reverse Mortgages, Banking, Risk Management, USDA, VA loans
Education
University of Miami - School of Business 1989 — 1993
BBA, Int'l Finance and Marketing
Florida International University 1994 — 1996
MBA, Management
Stanford University
Certificate, Leading Change and Organizational Renewal: Senior Teams Linking Strategy to Action
Eckerd College
Certificate, Leadership Development Program
Home Port Insurance Group, INC April 2015 - Present
Carrington Mortgage Services, LLC November 2010 - April 2014
Carrington Mortgage Services, LLC October 2010 - April 2014
Colony Title and Escrow, INC December 2008 - November 2010
Mount Olympus Mtg Company May 2006 - January 2008
Ameriquest Mortgage Company June 1996 - June 2006
Ameriquest Mortgage May 1996 - May 2006
Ameriquest Mortgage Company May 1996 - May 2006
Ameriquest Mortgage Company May 1996 - May 2006
Transamerica 1993 - 1996
Skills
Loans, Real Estate, Finance, Sales Management, Sales, Insurance, Training, Networking, Leadership, Customer Service, Quality Control, Strategic Leadership, Spanish, Directing, Policy Analysis, Mortgage Banking, Loan Origination, FHA, Credit, Residential Mortgages, Refinance, Executive Management, Credit Analysis, Team Building, Strategic Planning, Financial Services, Relationship Management, Coaching, Call Center, Recruiting, Operations Management, Team Leadership, Mortgage Lending, Management, Start-ups, Reverse Mortgages, Banking, Risk Management, USDA, VA loans
Education
University of Miami - School of Business 1989 — 1993
BBA, Int'l Finance and Marketing
Florida International University 1994 — 1996
MBA, Management
Stanford University
Certificate, Leading Change and Organizational Renewal: Senior Teams Linking Strategy to Action
Eckerd College
Certificate, Leadership Development Program
Kirk Stansell Kirk Stansell's Transamerica Experience July 2007 - October 2008
Job Account Manager
Industry Financial Services
Experience
Ascensus March 2014 - September 2014
Transamerica July 2007 - October 2008
SunTrust Bank 1997 - 2006
AXA May 1993 - December 1997
Citi Group May 1991 - May 1993
Skills
401k, Retirement, Customer Service, Strategic Planning, Sales Management, Product Marketing, Management, CRM, Insurance, Investments, Retirement Planning, Business Planning, Employee Benefits, Financial Services, Leadership, Relationship Management, Series 6, Series 63, ERISA, Finance, Mutual Funds, Sales
Education
Florida State University 1987 — 1991
Bachelor of Science (BS), Economics
Ascensus March 2014 - September 2014
Transamerica July 2007 - October 2008
SunTrust Bank 1997 - 2006
AXA May 1993 - December 1997
Citi Group May 1991 - May 1993
Skills
401k, Retirement, Customer Service, Strategic Planning, Sales Management, Product Marketing, Management, CRM, Insurance, Investments, Retirement Planning, Business Planning, Employee Benefits, Financial Services, Leadership, Relationship Management, Series 6, Series 63, ERISA, Finance, Mutual Funds, Sales
Education
Florida State University 1987 — 1991
Bachelor of Science (BS), Economics
Michael Cicotello's Transamerica Experience March 2014 - Present
Job Mutual Fund Wholesaler Indiana & Michigan
Industry Financial Services
Experience
Transamerica March 2014 - Present
Charles Schwab July 2006 - January 2014
Janus Capital Group 2004 - 2005
Skills
Series 7, series 66, Series 6, Series 63, Life Insurance, Health Insurance
Education
Western State College 2001 — 2003
Business, Psychology
Fort Lewis College 1997 — 2001
Business, Psychology
broomfield high school
broomfield high school
Transamerica March 2014 - Present
Charles Schwab July 2006 - January 2014
Janus Capital Group 2004 - 2005
Skills
Series 7, series 66, Series 6, Series 63, Life Insurance, Health Insurance
Education
Western State College 2001 — 2003
Business, Psychology
Fort Lewis College 1997 — 2001
Business, Psychology
broomfield high school
broomfield high school
Jeffrey Simoneau's Transamerica Experience January 2012 - Present
Job Sr. Project Manager & Finance and Regulatory Program Lead, TBS I&R PMO at Transamerica
Industry Information Technology and Services
Experience
Transamerica January 2012 - Present
Rockwell Collins July 2008 - December 2011
Vangent, Inc., a General Dynamics company (f/k/a Pearson Government Solutions) October 2002 - July 2008
McLeodUSA October 1994 - October 2002
Skills
SDLC, PMP, CMMI, Software Project..., Project Management, Agile Methodologies, Service Lifecycle..., Strategic Planning, Business Process, Requirements Analysis, MS Project, Integration, Resource Management, Program Management, Visio, Business Analysis, Process Improvement, Vendor Management, ITIL, Management, Telecommunications, Leadership, Project Portfolio..., Cross-functional Team..., Business Process..., Software Documentation, Requirements Gathering, Budgets, Requirements Management, Agile Project Management, IT Strategy, Microsoft Project
Education
Fitchburg State College 1987 — 1991
B.S. Business Administration, Marketing, Economics
Bishop Feehan High School 1983 — 1987
Transamerica January 2012 - Present
Rockwell Collins July 2008 - December 2011
Vangent, Inc., a General Dynamics company (f/k/a Pearson Government Solutions) October 2002 - July 2008
McLeodUSA October 1994 - October 2002
Skills
SDLC, PMP, CMMI, Software Project..., Project Management, Agile Methodologies, Service Lifecycle..., Strategic Planning, Business Process, Requirements Analysis, MS Project, Integration, Resource Management, Program Management, Visio, Business Analysis, Process Improvement, Vendor Management, ITIL, Management, Telecommunications, Leadership, Project Portfolio..., Cross-functional Team..., Business Process..., Software Documentation, Requirements Gathering, Budgets, Requirements Management, Agile Project Management, IT Strategy, Microsoft Project
Education
Fitchburg State College 1987 — 1991
B.S. Business Administration, Marketing, Economics
Bishop Feehan High School 1983 — 1987
Andrew Franco Andrew Franco's Transamerica Experience January 2006 - Present
Job Vice President, Marketing at Transamerica
Industry Insurance
Experience
Transamerica January 2006 - Present
VarTec Telecom, Inc. April 2002 - January 2006
Bell Canada -Excel Communications February 1999 - April 2002
AT&T April 1998 - February 1999
AT&T Solutions (Convergys Corp.) December 1994 - April 1998
Skills
Direct Marketing, Customer Acquisition, Marketing, Database Marketing, BPO, Segmentation, Loyalty Marketing, Customer Retention, Marketing Strategy, Lead Generation, Marketing Management, Negotiation, Management, Team Management, Product Management, Conversion Optimization, Product Marketing, Pricing Strategy, Account Management, Product Development, Business Development, Strategic Partnerships, CRM, Market Planning, Sales
Education
University of Texas at Dallas - Naveen Jindal School of Management 2009 — 2012
Master of Science (M.S.), Marketing
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2009
Green Belt, Six Sigma
Southern Methodist University - Cox School of Business 2007 — 2008
Graduate Certificate, Marketing
Florida International University 1992 — 1997
Transamerica January 2006 - Present
VarTec Telecom, Inc. April 2002 - January 2006
Bell Canada -Excel Communications February 1999 - April 2002
AT&T April 1998 - February 1999
AT&T Solutions (Convergys Corp.) December 1994 - April 1998
Skills
Direct Marketing, Customer Acquisition, Marketing, Database Marketing, BPO, Segmentation, Loyalty Marketing, Customer Retention, Marketing Strategy, Lead Generation, Marketing Management, Negotiation, Management, Team Management, Product Management, Conversion Optimization, Product Marketing, Pricing Strategy, Account Management, Product Development, Business Development, Strategic Partnerships, CRM, Market Planning, Sales
Education
University of Texas at Dallas - Naveen Jindal School of Management 2009 — 2012
Master of Science (M.S.), Marketing
University of Texas at Dallas - Naveen Jindal School of Management 2008 — 2009
Green Belt, Six Sigma
Southern Methodist University - Cox School of Business 2007 — 2008
Graduate Certificate, Marketing
Florida International University 1992 — 1997
Karmen Dorshorst's Transamerica Experience September 2013 - November 2013
Job Account Executive at Press Citizen Media
Industry Marketing and Advertising
Experience
Iowa City Press-Citizen June 2015 - Present
Schumacher Group May 2014 - April 2015
Transamerica September 2013 - November 2013
Wisconsin Department of Employee Trust Funds May 2013 - August 2013
Dane County Title Company May 2012 - August 2012
JCPenney April 2011 - June 2012
Skills
Leadership, Social Networking, Teamwork, Time Management
Education
Edgewood College 2009 — 2013
Bachelor of Science (B.S.), Business Management, Minor: Economics
Iowa City Press-Citizen June 2015 - Present
Schumacher Group May 2014 - April 2015
Transamerica September 2013 - November 2013
Wisconsin Department of Employee Trust Funds May 2013 - August 2013
Dane County Title Company May 2012 - August 2012
JCPenney April 2011 - June 2012
Skills
Leadership, Social Networking, Teamwork, Time Management
Education
Edgewood College 2009 — 2013
Bachelor of Science (B.S.), Business Management, Minor: Economics
Cameron Angel Cameron Angel's Transamerica Experience September 2011 - Present
Job Practice Development Intern at Transamerica
Industry Insurance
Experience
Transamerica September 2011 - Present
Harte-Hanks, Inc. July 2005 - February 2006
Pizza Hut March 2005 - August 2005
Education
Florida State University - College of Business 2008 — 2011
B.S., Risk Management/Insurance
St. Petersburg College 2006 — 2009
A.A.
Transamerica September 2011 - Present
Harte-Hanks, Inc. July 2005 - February 2006
Pizza Hut March 2005 - August 2005
Education
Florida State University - College of Business 2008 — 2011
B.S., Risk Management/Insurance
St. Petersburg College 2006 — 2009
A.A.
Harvey Wheaton Jr. Harvey Wheaton Jr.'s Transamerica Experience March 1971 - October 1995
Job Realtor at Realty Associates
Industry Real Estate
Experience
Realty Associates July 2002 - Present
Transamerica March 1971 - October 1995
Skills
Credit, Sales Management, Real Estate, Short Sales, Investment Properties, Investors, Rentals, Accounting, Sellers, Residential, REO, Mortgage, Foreclosures, Selling, Real Estate Investment, FHA, First Time Home Buyers, Loss Mitigation, Contract Negotiation, Customer Relations, HUD, Distressed Property, Real Estate Transactions, Relocations, Land, Buying, Listings, Buyer Representation, Refinance, Loans, Customer Service, Consulting, Residential Homes, Condos, New Home Sales, Mortgage Lending, Property, Vacation Homes, Single Family Homes, New Homes, Luxury, Leases, Relocation, Referrals, Resellers, Real Estate Development, Management, Home Staging, SFR, ABR
Education
El Camino College
Business
Realty Associates July 2002 - Present
Transamerica March 1971 - October 1995
Skills
Credit, Sales Management, Real Estate, Short Sales, Investment Properties, Investors, Rentals, Accounting, Sellers, Residential, REO, Mortgage, Foreclosures, Selling, Real Estate Investment, FHA, First Time Home Buyers, Loss Mitigation, Contract Negotiation, Customer Relations, HUD, Distressed Property, Real Estate Transactions, Relocations, Land, Buying, Listings, Buyer Representation, Refinance, Loans, Customer Service, Consulting, Residential Homes, Condos, New Home Sales, Mortgage Lending, Property, Vacation Homes, Single Family Homes, New Homes, Luxury, Leases, Relocation, Referrals, Resellers, Real Estate Development, Management, Home Staging, SFR, ABR
Education
El Camino College
Business
Don Corona's Transamerica Experience July 2015 - Present
Job Associate at Transamerica
Industry Financial Services
Experience
Transamerica July 2015 - Present
Reyburn Intermediate School February 2014 - Present
Clovis East/Reyburn October 2013 - Present
Fresno County Office Of Education September 2005 - Present
Skills
Life Insurance, Financial Services, Securities, Mutual Funds, Strategic Planning, Inventory Management, Negotiation, Marketing, Project Management, Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Logistics
Education
Bullard High School 1986 — 1990
Fresno City College
General Studies
Transamerica July 2015 - Present
Reyburn Intermediate School February 2014 - Present
Clovis East/Reyburn October 2013 - Present
Fresno County Office Of Education September 2005 - Present
Skills
Life Insurance, Financial Services, Securities, Mutual Funds, Strategic Planning, Inventory Management, Negotiation, Marketing, Project Management, Management, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Budgets, Logistics
Education
Bullard High School 1986 — 1990
Fresno City College
General Studies
Jeffrey Stuchell, MBA's Transamerica Experience September 2014 - January 2015
Job Business Intelligence Analyst at Transamerica
Industry Financial Services
Experience
Transamerica September 2014 - January 2015
Great-West Financial 2011 - 2014
Great-West Financial 2009 - 2014
Budget Truck Rental 2005 - 2007
Skills
Team Building, Operations Management, Data Analysis, Training, Leadership, Process Improvement, Management, Budgets, Program Management, Healthcare, Logistics, Sales Operations, Microsoft Office, Human Resources, Project Management, Customer Service, Software Documentation, Outlook, Strategic Planning, Salesforce.com, Customer Satisfaction, Negotiation, PowerPoint, Business Analysis, Sales, Time Management, Supply Chain, Accounting, Procurement, Microsoft Excel, Analysis
Education
University of Colorado Denver 2002 — 2005
Master of Business Administration (M.B.A.)
Fort Lewis College
Bachelor's Degree
Transamerica September 2014 - January 2015
Great-West Financial 2011 - 2014
Great-West Financial 2009 - 2014
Budget Truck Rental 2005 - 2007
Skills
Team Building, Operations Management, Data Analysis, Training, Leadership, Process Improvement, Management, Budgets, Program Management, Healthcare, Logistics, Sales Operations, Microsoft Office, Human Resources, Project Management, Customer Service, Software Documentation, Outlook, Strategic Planning, Salesforce.com, Customer Satisfaction, Negotiation, PowerPoint, Business Analysis, Sales, Time Management, Supply Chain, Accounting, Procurement, Microsoft Excel, Analysis
Education
University of Colorado Denver 2002 — 2005
Master of Business Administration (M.B.A.)
Fort Lewis College
Bachelor's Degree
Chen, Cindy's Transamerica Experience March 2014 - Present
Job Vice President and Head of Experience Studies, EBS
Industry Insurance
Experience
Transamerica March 2014 - Present
Transamerica January 2013 - February 2014
AEGON July 2011 - September 2012
AEGON Americas May 2004 - July 2011
CNA Insurance March 1998 - May 2004
Lincoln Financial Group May 1993 - March 1998
Skills
Actuarial Science, Financial Reporting, IFRS, Reinsurance, Internal Controls, Valuation, Sarbanes-Oxley Act, US GAAP, Embedded Value, Fixed Annuities, Pricing, Finance, Analysis, Insurance
Education
Portland State University 1989 — 1993
M.S., Mathematics
Fudan University 1982 — 1986
B.S., Electrical Engineering
Transamerica March 2014 - Present
Transamerica January 2013 - February 2014
AEGON July 2011 - September 2012
AEGON Americas May 2004 - July 2011
CNA Insurance March 1998 - May 2004
Lincoln Financial Group May 1993 - March 1998
Skills
Actuarial Science, Financial Reporting, IFRS, Reinsurance, Internal Controls, Valuation, Sarbanes-Oxley Act, US GAAP, Embedded Value, Fixed Annuities, Pricing, Finance, Analysis, Insurance
Education
Portland State University 1989 — 1993
M.S., Mathematics
Fudan University 1982 — 1986
B.S., Electrical Engineering
Robin Gonzalez's Transamerica Experience August 2013 - August 2014
Job Accountant at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank August 2014 - Present
Transamerica August 2013 - August 2014
Transamerica November 2007 - August 2013
AEGON Americas April 2006 - November 2007
AEGON Americas October 2001 - April 2006
AEGON Americas October 2000 - October 2001
Palm Harbor Chamber of Commerce April 2000 - October 2000
Madison Bank April 2000 - October 2000
Skills
Financial Reporting, Accounting, Internal Controls, Sarbanes-Oxley Act, GAAP, General Ledger, Auditing, Account Reconciliation, Financial Accounting, Financial Statements, Financial Analysis, US GAAP, Accounts Payable, Variance Analysis, Finance, Journal Entries, Hyperion, Bank Reconciliation
Education
University of South Florida 2004 — 2007
Business Admin, Accounting
University of South Florida-St. Petersburg Campus 2004 — 2007
Bachelor of Arts (B.A.), Accounting
St. Petersburg College 2001 — 2002
Associate's Degree, General Studies
Florida State University 1996 — 1999
Deutsche Bank August 2014 - Present
Transamerica August 2013 - August 2014
Transamerica November 2007 - August 2013
AEGON Americas April 2006 - November 2007
AEGON Americas October 2001 - April 2006
AEGON Americas October 2000 - October 2001
Palm Harbor Chamber of Commerce April 2000 - October 2000
Madison Bank April 2000 - October 2000
Skills
Financial Reporting, Accounting, Internal Controls, Sarbanes-Oxley Act, GAAP, General Ledger, Auditing, Account Reconciliation, Financial Accounting, Financial Statements, Financial Analysis, US GAAP, Accounts Payable, Variance Analysis, Finance, Journal Entries, Hyperion, Bank Reconciliation
Education
University of South Florida 2004 — 2007
Business Admin, Accounting
University of South Florida-St. Petersburg Campus 2004 — 2007
Bachelor of Arts (B.A.), Accounting
St. Petersburg College 2001 — 2002
Associate's Degree, General Studies
Florida State University 1996 — 1999
Anders Anderson's Transamerica Experience 1995 - 2000
Job Semi Retired Operational Risk and Internal Audit Executive
Industry Insurance
Experience
None January 2013 - Present
Axis Capital July 2010 - January 2013
AXIS Capital April 2006 - December 2010
Deloitte & Touche LLP 2000 - 2006
Deloitte 2000 - 2006
Transamerica 1995 - 2000
Aetna, Inc. May 1990 - May 1994
Ernst & Young July 1976 - March 1990
Skills
Auditing, Governance, Operational Risk..., Internal Audit, IT Audit, Financial Risk, Internal Controls, Sarbanes-Oxley Act
Education
Virginia Commonwealth University - School of Business 1974 — 1976
Master of Science (MS), Accounting
Eckerd College 1970 — 1974
BA, Economics
None January 2013 - Present
Axis Capital July 2010 - January 2013
AXIS Capital April 2006 - December 2010
Deloitte & Touche LLP 2000 - 2006
Deloitte 2000 - 2006
Transamerica 1995 - 2000
Aetna, Inc. May 1990 - May 1994
Ernst & Young July 1976 - March 1990
Skills
Auditing, Governance, Operational Risk..., Internal Audit, IT Audit, Financial Risk, Internal Controls, Sarbanes-Oxley Act
Education
Virginia Commonwealth University - School of Business 1974 — 1976
Master of Science (MS), Accounting
Eckerd College 1970 — 1974
BA, Economics
Robert Reilly's Transamerica Experience 1975 - 1982
Job Assistant Dean at Fordham University School of Law
Industry Legal Services
Experience
Fordham University School of Law 1982 - Present
Transamerica 1975 - 1982
Education
Fordham University School of Law 1972 — 1975
JD
Fordham University 1968 — 1972
AB, Political Science
Fordham University School of Law 1982 - Present
Transamerica 1975 - 1982
Education
Fordham University School of Law 1972 — 1975
JD
Fordham University 1968 — 1972
AB, Political Science
James M. Jarosz, CPA's Transamerica Experience 1992 - 1996
Job Fund Flow Coordination Director at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management May 2012 - Present
UBS Global Asset Management September 2008 - May 2012
ABN AMRO/LaSalle Bank/Bank of America 2001 - September 2008
ABN AMRO 1999 - 2001
Federal Reserve Bank of Chicago 1996 - 1999
Transamerica 1992 - 1996
Skills
Mutual Funds, Fixed Income, Portfolio Management, Credit, Financial Analysis, Asset Management, Equities
Education
Rollins College - Crummer Graduate School of Business 1989 — 1991
MBA, Finance and Accounting
Florida State University - College of Business 1983 — 1986
BS Finance, Finance
UBS Global Asset Management May 2012 - Present
UBS Global Asset Management September 2008 - May 2012
ABN AMRO/LaSalle Bank/Bank of America 2001 - September 2008
ABN AMRO 1999 - 2001
Federal Reserve Bank of Chicago 1996 - 1999
Transamerica 1992 - 1996
Skills
Mutual Funds, Fixed Income, Portfolio Management, Credit, Financial Analysis, Asset Management, Equities
Education
Rollins College - Crummer Graduate School of Business 1989 — 1991
MBA, Finance and Accounting
Florida State University - College of Business 1983 — 1986
BS Finance, Finance
Marg (Diamond) LeBlanc's Transamerica Experience 1999 - 2004
Job Consultant
Industry Financial Services
Experience
Resources Global Professionals December 2004 - April 2010
Aegon Canada 1999 - 2004
Transamerica 1999 - 2004
AEGON/Transamerica Life 1999 - 2004
AEGON 1999 - 2004
London Life Insurance 1984 - 1999
Skills
Financial Services, Mutual Funds, Fund Accounting, Risk Management, Sarbanes-Oxley, GAAP, Finance, Management Consulting, Financial Accounting, US GAAP, Financial Statements, Hedge Funds, Corporate Finance, Mergers & Acquisitions
Education
FLMA 1988 — 1990
FLMA, Life Office Management
CMA 1987 — 1989
CMA, Management Accounting
Fanshawe College 1985 — 1987
Business, Accounting
Resources Global Professionals December 2004 - April 2010
Aegon Canada 1999 - 2004
Transamerica 1999 - 2004
AEGON/Transamerica Life 1999 - 2004
AEGON 1999 - 2004
London Life Insurance 1984 - 1999
Skills
Financial Services, Mutual Funds, Fund Accounting, Risk Management, Sarbanes-Oxley, GAAP, Finance, Management Consulting, Financial Accounting, US GAAP, Financial Statements, Hedge Funds, Corporate Finance, Mergers & Acquisitions
Education
FLMA 1988 — 1990
FLMA, Life Office Management
CMA 1987 — 1989
CMA, Management Accounting
Fanshawe College 1985 — 1987
Business, Accounting
Dominick Masciantonio's Transamerica Experience July 1998 - September 2000
Job Vice President at Wells Fargo Bank
Industry Financial Services
Experience
Wells Fargo Bank December 2009 - Present
United States Tennis Association-Georgia December 2008 - Present
ORIX September 2000 - March 2008
ORIX 2002 - April 2006
ORIX Financial Services, Inc. 2000 - April 2002
Transamerica July 1998 - September 2000
Heller Financial August 1992 - July 1998
Chrysler July 1988 - August 1992
Citicorp October 1981 - July 1988
Westinghouse Electric Company September 1979 - October 1981
Skills
Portfolio Management, Finance, Banking, Risk Management, Credit, Loans, Management, Financial Services, Due Diligence, Investments
Education
Mercer University - Stetson School of Business and Economics 1983 — 1985
Master of Business Administration (MBA), Finance, General
Edinboro University of Pennsylvania 1975 — 1979
BS, Economics
Edinboro University of Pennsylvania 1975 — 1979
Bachelor of Science (BS), Finance, General
Wells Fargo Bank December 2009 - Present
United States Tennis Association-Georgia December 2008 - Present
ORIX September 2000 - March 2008
ORIX 2002 - April 2006
ORIX Financial Services, Inc. 2000 - April 2002
Transamerica July 1998 - September 2000
Heller Financial August 1992 - July 1998
Chrysler July 1988 - August 1992
Citicorp October 1981 - July 1988
Westinghouse Electric Company September 1979 - October 1981
Skills
Portfolio Management, Finance, Banking, Risk Management, Credit, Loans, Management, Financial Services, Due Diligence, Investments
Education
Mercer University - Stetson School of Business and Economics 1983 — 1985
Master of Business Administration (MBA), Finance, General
Edinboro University of Pennsylvania 1975 — 1979
BS, Economics
Edinboro University of Pennsylvania 1975 — 1979
Bachelor of Science (BS), Finance, General
Lemira Chittenden's Transamerica Experience February 2013 - July 2014
Job Life & Disability Claims Consultant at GreatWest Financial
Industry Information Services
Experience
Great-West Financial March 2015 - Present
Great-West Financial July 2014 - Present
Transamerica February 2013 - July 2014
Transamerica June 2011 - February 2013
InsureMe September 2006 - July 2010
Skills
Customer Service, Insurance, Account Management, Microsoft Excel, Microsoft Office, Sales, Salesforce.com
Education
Fort Lewis College 1995 — 2000
English, Music
Metropolitan State College of Denver
Great-West Financial March 2015 - Present
Great-West Financial July 2014 - Present
Transamerica February 2013 - July 2014
Transamerica June 2011 - February 2013
InsureMe September 2006 - July 2010
Skills
Customer Service, Insurance, Account Management, Microsoft Excel, Microsoft Office, Sales, Salesforce.com
Education
Fort Lewis College 1995 — 2000
English, Music
Metropolitan State College of Denver
Linda Kramer's Transamerica Experience 1992 - 2000
Job Business Transformation Architect at Informatica
Industry Information Technology and Services
Experience
TriZetto Corporation August 2014 - February 2015
HealthNow New York Inc. 2013 - 2014
HealthNow New York Inc. 2011 - 2013
HealthNow New York Inc. 2008 - 2012
Excellus BCBS 2006 - 2008
Excellus BCBS 2004 - 2006
EVALUE Consulting 2000 - 2004
Transamerica 1992 - 2000
Skills
Data Integration, Data Warehousing, Business Intelligence, ETL, SOA, Data Modeling, SDLC, Solution Architecture, Integration, IT Strategy, Business Analysis, Requirements Gathering, Requirements Analysis, Business Requirements, Master Data Management, Software Development, Enterprise Architecture, Visio, Data Warehouse..., SharePoint, PMP, Vendor Management, Agile Project Management, Database Design, PMO, Business Process, Software Project..., Agile Methodologies, Project Portfolio..., IT Management, Data Governance, Systems Analysis
Education
State University of New York College at Buffalo 1978 — 1980
Bachelor of Science (BS), MIS
Erie Community College
Associate of Arts and Sciences (A.A.S.), Data Processing
TriZetto Corporation August 2014 - February 2015
HealthNow New York Inc. 2013 - 2014
HealthNow New York Inc. 2011 - 2013
HealthNow New York Inc. 2008 - 2012
Excellus BCBS 2006 - 2008
Excellus BCBS 2004 - 2006
EVALUE Consulting 2000 - 2004
Transamerica 1992 - 2000
Skills
Data Integration, Data Warehousing, Business Intelligence, ETL, SOA, Data Modeling, SDLC, Solution Architecture, Integration, IT Strategy, Business Analysis, Requirements Gathering, Requirements Analysis, Business Requirements, Master Data Management, Software Development, Enterprise Architecture, Visio, Data Warehouse..., SharePoint, PMP, Vendor Management, Agile Project Management, Database Design, PMO, Business Process, Software Project..., Agile Methodologies, Project Portfolio..., IT Management, Data Governance, Systems Analysis
Education
State University of New York College at Buffalo 1978 — 1980
Bachelor of Science (BS), MIS
Erie Community College
Associate of Arts and Sciences (A.A.S.), Data Processing
Donald Duquette's Transamerica Experience September 1998 - March 1999
Job Experienced Project Manager, Database Developer, Data Analyst, Web Developer, Business Analyst, Client/Server Designer
Industry Information Technology and Services
Experience
Office Depot September 2008 - April 2010
Complete Claim Solutions April 2007 - September 2008
Sennett Security Products, Inc. May 2003 - April 2007
PCA & Associates November 2001 - May 2003
Stainsafe February 2001 - October 2001
Chase Manhattan Bank May 2000 - November 2000
U.S. Navy February 2000 - May 2000
National Aeronautics and Space Administration September 1999 - January 2000
Bank of America April 1999 - September 1999
Transamerica September 1998 - March 1999
Skills
Microsoft SQL Server, Project Management, Integration, Oracle, Programming, Databases, Web Development, Performance Tuning, PL/SQL, Crystal Reports, Sybase, MS Project, DB2, Program Management, Requirements Analysis, Data Analysis, JavaScript, HTML, T-SQL, Data Modeling
Education
Fairleigh Dickinson University 1987 — 1992
MBA, Information Systems
University at Albany, SUNY 1971 — 1973
B.S., Business
Northeast Clinton Central
Office Depot September 2008 - April 2010
Complete Claim Solutions April 2007 - September 2008
Sennett Security Products, Inc. May 2003 - April 2007
PCA & Associates November 2001 - May 2003
Stainsafe February 2001 - October 2001
Chase Manhattan Bank May 2000 - November 2000
U.S. Navy February 2000 - May 2000
National Aeronautics and Space Administration September 1999 - January 2000
Bank of America April 1999 - September 1999
Transamerica September 1998 - March 1999
Skills
Microsoft SQL Server, Project Management, Integration, Oracle, Programming, Databases, Web Development, Performance Tuning, PL/SQL, Crystal Reports, Sybase, MS Project, DB2, Program Management, Requirements Analysis, Data Analysis, JavaScript, HTML, T-SQL, Data Modeling
Education
Fairleigh Dickinson University 1987 — 1992
MBA, Information Systems
University at Albany, SUNY 1971 — 1973
B.S., Business
Northeast Clinton Central
William Spratt's Transamerica Experience March 2014 - Present
Job Qualifying Families for College Costs Relief and Scholarship Credits
Industry Insurance
Experience
Transamerica March 2014 - Present
Society of Financial Awareness January 2013 - Present
Healtcare Solutions Team August 2008 - Present
Educator Benefits Group 2008 - Present
Marquette Bank February 2007 - August 2008
AEGON Nederland June 2000 - January 2007
Skills
Excellent Communicator, Skilled Networker, Reading Individuals, Personal Finance, Retirement Planning, Finance, Leadership, Insurance, Credit, Mortgage Lending, Employee Benefits, Community Outreach, Retirement, Program Management, Team Building, Time Management, Business Networking, Underwriting, Loans, Financial Analysis, Nonprofits, Financial Advisory, Account Management, Forecasting, Strategic Financial..., Financial Planners, Public Speaking, Selling, Estate Planning, Investments, Life Insurance, Critical Illness, Risk Management, Financial Services, Sales, Disability Insurance, Small Business
Education
St Xaviers University Chicago 1997 — 2000
MBA, Marketing
Elmhurst College 1993 — 1997
B.S. Business Adminstration, Business Adminstration
Transamerica March 2014 - Present
Society of Financial Awareness January 2013 - Present
Healtcare Solutions Team August 2008 - Present
Educator Benefits Group 2008 - Present
Marquette Bank February 2007 - August 2008
AEGON Nederland June 2000 - January 2007
Skills
Excellent Communicator, Skilled Networker, Reading Individuals, Personal Finance, Retirement Planning, Finance, Leadership, Insurance, Credit, Mortgage Lending, Employee Benefits, Community Outreach, Retirement, Program Management, Team Building, Time Management, Business Networking, Underwriting, Loans, Financial Analysis, Nonprofits, Financial Advisory, Account Management, Forecasting, Strategic Financial..., Financial Planners, Public Speaking, Selling, Estate Planning, Investments, Life Insurance, Critical Illness, Risk Management, Financial Services, Sales, Disability Insurance, Small Business
Education
St Xaviers University Chicago 1997 — 2000
MBA, Marketing
Elmhurst College 1993 — 1997
B.S. Business Adminstration, Business Adminstration
David Koziel's Transamerica Experience March 1989 - January 1993
Job Senior Vice President Global Surety Claims
Industry Insurance
Experience
AIG November 2011 - Present
AIG April 2006 - November 2011
AIG November 1995 - April 2006
AIG January 1993 - November 1995
Transamerica March 1989 - January 1993
Skills
Property & Casualty..., Legal Liability, Commercial Insurance, Insurance, Casualty, Professional Liability, Umbrella Insurance, Surety Bonds, Arbitration, Brokers, Workers Compensation, Subrogation, Litigation Management, Reinsurance, Claim, Commercial Lines, Claims Management, Surety, General Insurance, Claim Investigation, Insurance Law, Risk Management, Liability, Employment Practices..., Underwriting
Education
Ferris State University 1978 — 1982
BS, Business
AIG November 2011 - Present
AIG April 2006 - November 2011
AIG November 1995 - April 2006
AIG January 1993 - November 1995
Transamerica March 1989 - January 1993
Skills
Property & Casualty..., Legal Liability, Commercial Insurance, Insurance, Casualty, Professional Liability, Umbrella Insurance, Surety Bonds, Arbitration, Brokers, Workers Compensation, Subrogation, Litigation Management, Reinsurance, Claim, Commercial Lines, Claims Management, Surety, General Insurance, Claim Investigation, Insurance Law, Risk Management, Liability, Employment Practices..., Underwriting
Education
Ferris State University 1978 — 1982
BS, Business
Ted Denniston's Transamerica Experience September 1993 - December 2002
Job Managing Director at NXT Capital
Industry Financial Services
Experience
NXT Capital January 2010 - Present
Merrill Lynch 2002 - 2008
Merrill Lynch Capital 2002 - 2008
Transamerica September 1993 - December 2002
Education
Emporia State University 1989 — 1993
Business Administration
NXT Capital January 2010 - Present
Merrill Lynch 2002 - 2008
Merrill Lynch Capital 2002 - 2008
Transamerica September 1993 - December 2002
Education
Emporia State University 1989 — 1993
Business Administration
Navarad Phonethibsavads's Transamerica Experience May 2013 - Present
Job Representative at Transamerica
Industry Retail
Experience
Transamerica May 2013 - Present
Maximilian February 2008 - December 2012
Santa Cruz Public Library 2004 - 2006
Skills
Phone Etiquette, Styling, Makeup Artistry, Customer Service, Data Entry, Inventory Management, Telephone Skills, Highly detail oriented, Microsoft Office, Facebook, Microsoft Word, Social Media, Management, Office Management, Computer/Technical..., Outlook, Microsoft Excel, PowerPoint, Training, Marketing, Photoshop, Distribution Center..., Editing
Education
Fashion Institute of Design & Merchandising
University of California, Santa Cruz
Transamerica May 2013 - Present
Maximilian February 2008 - December 2012
Santa Cruz Public Library 2004 - 2006
Skills
Phone Etiquette, Styling, Makeup Artistry, Customer Service, Data Entry, Inventory Management, Telephone Skills, Highly detail oriented, Microsoft Office, Facebook, Microsoft Word, Social Media, Management, Office Management, Computer/Technical..., Outlook, Microsoft Excel, PowerPoint, Training, Marketing, Photoshop, Distribution Center..., Editing
Education
Fashion Institute of Design & Merchandising
University of California, Santa Cruz
Christopher Sperk's Transamerica Experience December 1996 - February 1997
Job Pilot
Industry Aviation & Aerospace
Experience
Cricket Aviation March 1998 - Present
ExpressJet Airlines July 2004 - November 2012
Environmental Growth Chambers September 2002 - March 2004
Ohio Savings Bank October 1997 - October 1998
Heartland Home Finance February 1997 - October 1997
Transamerica December 1996 - February 1997
TransAmerica Mailings July 1993 - December 1996
Skills
CFI, Aviation, Commercial Aviation, Flights, Airlines, Aircraft, Flight Planning, Flight Safety, Airports, Civil Aviation, Transportation, Aerospace, Aeronautics, Safety Management..., Multi-engine, Operations Management, Piloting, ATP, Charter, Flight Training, Ground Instructor, Type Rating, Human Factors, Airworthiness, Business Aviation, Aircraft Maintenance, Helicopters
Education
Embry-Riddle Aeronautical University 2002 — 2004
Bachelor of Science in Professional Aeronautics, Aeronautics / Aviation / Aerospace Safety, 3.313
Berea High, Berea Ohio 1985 — 1988
Cricket Aviation March 1998 - Present
ExpressJet Airlines July 2004 - November 2012
Environmental Growth Chambers September 2002 - March 2004
Ohio Savings Bank October 1997 - October 1998
Heartland Home Finance February 1997 - October 1997
Transamerica December 1996 - February 1997
TransAmerica Mailings July 1993 - December 1996
Skills
CFI, Aviation, Commercial Aviation, Flights, Airlines, Aircraft, Flight Planning, Flight Safety, Airports, Civil Aviation, Transportation, Aerospace, Aeronautics, Safety Management..., Multi-engine, Operations Management, Piloting, ATP, Charter, Flight Training, Ground Instructor, Type Rating, Human Factors, Airworthiness, Business Aviation, Aircraft Maintenance, Helicopters
Education
Embry-Riddle Aeronautical University 2002 — 2004
Bachelor of Science in Professional Aeronautics, Aeronautics / Aviation / Aerospace Safety, 3.313
Berea High, Berea Ohio 1985 — 1988
Christine Dudeck's Transamerica Experience January 1997 - January 1999
Job Financial Services Professional
Industry Financial Services
Experience
General Electric April 2007 - April 2008
GE Capital 1986 - 2008
Transamerica/General Electric January 1999 - March 2007
Transamerica January 1997 - January 1999
Whirlpool Financial/Transamerica January 1991 - January 1997
Education
Ferris State University 1989 — 1995
BSBA, Business Administration
General Electric April 2007 - April 2008
GE Capital 1986 - 2008
Transamerica/General Electric January 1999 - March 2007
Transamerica January 1997 - January 1999
Whirlpool Financial/Transamerica January 1991 - January 1997
Education
Ferris State University 1989 — 1995
BSBA, Business Administration
Lorena Margiotta's Transamerica Experience June 2001 - January 2004
Job Senior Contract Manager at Aircastle Advisor LLC
Industry Financial Services
Experience
Aircastle Advisor LLC November 2010 - Present
GE February 2010 - October 2010
GE Transporation Finance, Inc. January 2004 - March 2009
GE Capital 2001 - 2009
Transamerica June 2001 - January 2004
Leasing Technologies International 1998 - 2001
Franchise Mortgage Acceptance Company LLC 1996 - 1998
Phoenixcor, Inc. 1992 - 1996
Education
Mercy College 2008 — 2009
Paralegal Certificate, Paralegal Studies
Fordham University 2002 — 2006
B.A., English minor Legal Studies
Aircastle Advisor LLC November 2010 - Present
GE February 2010 - October 2010
GE Transporation Finance, Inc. January 2004 - March 2009
GE Capital 2001 - 2009
Transamerica June 2001 - January 2004
Leasing Technologies International 1998 - 2001
Franchise Mortgage Acceptance Company LLC 1996 - 1998
Phoenixcor, Inc. 1992 - 1996
Education
Mercy College 2008 — 2009
Paralegal Certificate, Paralegal Studies
Fordham University 2002 — 2006
B.A., English minor Legal Studies
Derek Yutzy's Transamerica Experience August 2008 - Present
Job AVP, Business Development Specialist at Transamerica Capital, Inc.
Industry Financial Services
Experience
Transamerica August 2008 - Present
Kroenke Sports Enterprises September 2008 - May 2014
BlueLinx Corporation 2006 - 2008
Education
Fort Lewis College 2001 — 2005
Business Marketing
Chatfield Senior High School 1997 — 2001
Transamerica August 2008 - Present
Kroenke Sports Enterprises September 2008 - May 2014
BlueLinx Corporation 2006 - 2008
Education
Fort Lewis College 2001 — 2005
Business Marketing
Chatfield Senior High School 1997 — 2001
Renee Lassus's Transamerica Experience September 2009 - Present
Job Staff Accountant I at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica September 2009 - Present
AEGON November 1987 - August 2009
Skills
Account Reconciliation, Financial Statements, PeopleSoft, Management, Financial Analysis, Insurance, Accounts Payable, Outlook, Bank Reconciliation, General Ledger, Financial Reporting, Accounting, Fixed Assets, Sarbanes-Oxley Act, Accounts Receivable
Education
Florida Metropolitan University 2003 — 2005
Bachelor, Accounting
Heald College 1985 — 1987
AS, Accounting/Data Processing
Transamerica September 2009 - Present
AEGON November 1987 - August 2009
Skills
Account Reconciliation, Financial Statements, PeopleSoft, Management, Financial Analysis, Insurance, Accounts Payable, Outlook, Bank Reconciliation, General Ledger, Financial Reporting, Accounting, Fixed Assets, Sarbanes-Oxley Act, Accounts Receivable
Education
Florida Metropolitan University 2003 — 2005
Bachelor, Accounting
Heald College 1985 — 1987
AS, Accounting/Data Processing
Carl Cascio's Transamerica Experience January 2014 - November 2014
Job Regional Vice President at Gabelli Funds
Industry Investment Management
Experience
Gabelli Funds November 2014 - Present
Transamerica January 2014 - November 2014
HRC Fund Associates September 2013 - January 2014
Loeb Capital Management December 2009 - September 2013
Gabelli Asset Management April 2002 - December 2009
Merrill Lynch Investment Managers September 1999 - September 2001
PIMCO 1997 - 1999
Skills
Alternative Investments, Hedge Funds, Equities, Mutual Funds, Fund Of Funds, ETFs, Series 7, Investment Strategies, Series 63, Asset Allocation, Investments, Bonds, Fixed Income, Separately Managed..., Institutional..., Securities, Series 65, Bloomberg, FINRA, Private Equity, Capital Markets, Equity Research
Education
Fairfield University 1990 — 1994
BA, English
Gabelli Funds November 2014 - Present
Transamerica January 2014 - November 2014
HRC Fund Associates September 2013 - January 2014
Loeb Capital Management December 2009 - September 2013
Gabelli Asset Management April 2002 - December 2009
Merrill Lynch Investment Managers September 1999 - September 2001
PIMCO 1997 - 1999
Skills
Alternative Investments, Hedge Funds, Equities, Mutual Funds, Fund Of Funds, ETFs, Series 7, Investment Strategies, Series 63, Asset Allocation, Investments, Bonds, Fixed Income, Separately Managed..., Institutional..., Securities, Series 65, Bloomberg, FINRA, Private Equity, Capital Markets, Equity Research
Education
Fairfield University 1990 — 1994
BA, English
Robert Steiner's Transamerica Experience 2008 - 2010
Job Research Analyst / Vice President at Denver Investments
Industry Investment Management
Experience
Denver Investments January 2014 - Present
BMO Capital Markets July 2012 - December 2013
BMO Capital Markets 2011 - 2011
Transamerica 2008 - 2010
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, Finance and Strategy
University of Georgia - Terry College of Business 2004 — 2008
BBA, Real Estate
Jesuit High School - New Orleans 1999 — 2004
Denver Investments January 2014 - Present
BMO Capital Markets July 2012 - December 2013
BMO Capital Markets 2011 - 2011
Transamerica 2008 - 2010
Education
Emory University - Goizueta Business School 2010 — 2012
MBA, Finance and Strategy
University of Georgia - Terry College of Business 2004 — 2008
BBA, Real Estate
Jesuit High School - New Orleans 1999 — 2004
Bob Nolen's Transamerica Experience August 2014 - Present
Job Policy Owner Representative at Transamerica
Industry Business Supplies and Equipment
Experience
Transamerica August 2014 - Present
PSCU Financial Services February 2010 - July 2014
Tampa Bay Rays February 2008 - October 2010
Massachusetts Water Resurce Authority May 2006 - September 2007
Massachusetts Turnpike Authority May 2005 - August 2006
CVS Pharmacy May 2003 - August 2003
Skills
Microsoft Office, Customer Service, Customer Satisfaction, Training, Call Centers, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Access, Sales, Leadership, Time Management, Social Media, Management, Data Entry
Education
Eckerd College 2004 — 2009
Bachelor of Business Administration (BBA), Sports Management, Film Studies
Transamerica August 2014 - Present
PSCU Financial Services February 2010 - July 2014
Tampa Bay Rays February 2008 - October 2010
Massachusetts Water Resurce Authority May 2006 - September 2007
Massachusetts Turnpike Authority May 2005 - August 2006
CVS Pharmacy May 2003 - August 2003
Skills
Microsoft Office, Customer Service, Customer Satisfaction, Training, Call Centers, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Access, Sales, Leadership, Time Management, Social Media, Management, Data Entry
Education
Eckerd College 2004 — 2009
Bachelor of Business Administration (BBA), Sports Management, Film Studies
Erin Gough's Transamerica Experience January 2012 - Present
Job Litigation Paralegal at Transamerica
Industry Law Practice
Experience
Transamerica January 2012 - Present
Bodie, Dolina, Hobbs, Friddell & Grenzer, PC October 2010 - January 2012
Baltimore County State's Attorney's Office July 2006 - October 2010
Skills
Legal Research, Litigation, Legal Writing, Civil Litigation, Westlaw, Courts, Legal Assistance, Trials, Corporate Law, Pleadings, Legal Advice, Litigation Support, Document Review, Criminal Law, Lexis, Insurance Law, Paralegals
Education
University of Baltimore 2009 — 2011
Master of Arts (M.A.), Legal Studies
Elizabethtown College 2002 — 2006
Bachelor of Arts (B.A.), Criminal Justice
Transamerica January 2012 - Present
Bodie, Dolina, Hobbs, Friddell & Grenzer, PC October 2010 - January 2012
Baltimore County State's Attorney's Office July 2006 - October 2010
Skills
Legal Research, Litigation, Legal Writing, Civil Litigation, Westlaw, Courts, Legal Assistance, Trials, Corporate Law, Pleadings, Legal Advice, Litigation Support, Document Review, Criminal Law, Lexis, Insurance Law, Paralegals
Education
University of Baltimore 2009 — 2011
Master of Arts (M.A.), Legal Studies
Elizabethtown College 2002 — 2006
Bachelor of Arts (B.A.), Criminal Justice
Dave Kratz's Transamerica Experience August 2010 - July 2013
Job RVP at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners September 2013 - Present
Transamerica August 2010 - July 2013
RiverSource May 2003 - August 2010
Gartmore March 2001 - April 2003
Skills
Series 63, Mutual Funds, Fixed Annuities, Series 6, Asset Allocation, Investments, Variable Annuities, Wealth Management, Financial Advisory, Life Insurance, Series 7
Education
Fordham University 1989 — 1993
Bachelor of Arts (B.A.), Economics
LaSalle College High School 1985 — 1989
Franklin Square Capital Partners September 2013 - Present
Transamerica August 2010 - July 2013
RiverSource May 2003 - August 2010
Gartmore March 2001 - April 2003
Skills
Series 63, Mutual Funds, Fixed Annuities, Series 6, Asset Allocation, Investments, Variable Annuities, Wealth Management, Financial Advisory, Life Insurance, Series 7
Education
Fordham University 1989 — 1993
Bachelor of Arts (B.A.), Economics
LaSalle College High School 1985 — 1989
Mark L. Abbott, AIF, ARPC's Transamerica Experience October 2001 - February 2014
Job Partner / Pension Consultant at Firmani Retirement Services & Consulting Group, LLC
Industry Financial Services
Experience
Firmani Retirement Services & Consulting Group, LLC February 2014 - Present
Transamerica October 2001 - February 2014
New England Financial January 1993 - October 2001
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Pensions, Investments
Education
Fitchburg State University
Bachelor of Science (B.S.), Economics
Firmani Retirement Services & Consulting Group, LLC February 2014 - Present
Transamerica October 2001 - February 2014
New England Financial January 1993 - October 2001
Skills
401k, Retirement, Mutual Funds, Retirement Planning, Pensions, Investments
Education
Fitchburg State University
Bachelor of Science (B.S.), Economics
Ronnel Corre's Transamerica Experience December 2014 - August 2015
Job Teacher at Thinking together
Industry Broadcast Media
Experience
THINK Together August 2015 - Present
The Melt June 2015 - Present
Transamerica December 2014 - August 2015
Asian American Recovery Services, Inc. September 2014 - May 2015
Savers August 2013 - May 2015
AACI February 2014 - May 2014
ALDO Group July 2013 - September 2013
Asian American Recovery Services, Inc. September 2012 - September 2013
Hanuman December 2012 - May 2013
Working Partnership June 2012 - August 2012
Skills
Community Outreach, Public Speaking, Event Planning, Psychology, Public Relations, Networking, Retail, Political Campaigns, Group Dynamics, Facebook, Teaching, Volunteer Management, Research, Numerology, Asian Studies, MAC and PC operational..., Finances organization, Seeking safety, Client culture, Communication, Filipino Studies, Africana Studies, Human Sexuality, Consumer Behaviour, Tobacco 101, Video Production, Hosting, Food Service, Codependency, Pharmacology, Intercultural..., Social Networking, Surveying, Cpr Certified, AED, de esculating, Suicide Prevention, Mental Health First Aid, patient navigator, First Aid, HIPAA, Welligent, 7 challenges, Children mental health
Education
San Jose City College 2012 — 2014
Patient Navigator, Health
San Francisco State University 2008 — 2012
Bachelor of Arts (B.A.), Psychology, 3.03
Evergreen Valley College 2004 — 2008
Associate of Arts (A.A.), CSU studies
Independence High School 2000 — 2004
HS certificate
THINK Together August 2015 - Present
The Melt June 2015 - Present
Transamerica December 2014 - August 2015
Asian American Recovery Services, Inc. September 2014 - May 2015
Savers August 2013 - May 2015
AACI February 2014 - May 2014
ALDO Group July 2013 - September 2013
Asian American Recovery Services, Inc. September 2012 - September 2013
Hanuman December 2012 - May 2013
Working Partnership June 2012 - August 2012
Skills
Community Outreach, Public Speaking, Event Planning, Psychology, Public Relations, Networking, Retail, Political Campaigns, Group Dynamics, Facebook, Teaching, Volunteer Management, Research, Numerology, Asian Studies, MAC and PC operational..., Finances organization, Seeking safety, Client culture, Communication, Filipino Studies, Africana Studies, Human Sexuality, Consumer Behaviour, Tobacco 101, Video Production, Hosting, Food Service, Codependency, Pharmacology, Intercultural..., Social Networking, Surveying, Cpr Certified, AED, de esculating, Suicide Prevention, Mental Health First Aid, patient navigator, First Aid, HIPAA, Welligent, 7 challenges, Children mental health
Education
San Jose City College 2012 — 2014
Patient Navigator, Health
San Francisco State University 2008 — 2012
Bachelor of Arts (B.A.), Psychology, 3.03
Evergreen Valley College 2004 — 2008
Associate of Arts (A.A.), CSU studies
Independence High School 2000 — 2004
HS certificate
Tracey Rubinstein's Transamerica Experience 1984 - October 1998
Job Sr. IT Audit Manager at UPS
Industry Transportation/Trucking/Railroad
Experience
UPS November 1998 - Present
Transamerica 1984 - October 1998
Education
Fordham Gabelli School of Business 1987 — 1990
MBA, Information & Communication Systems
UPS November 1998 - Present
Transamerica 1984 - October 1998
Education
Fordham Gabelli School of Business 1987 — 1990
MBA, Information & Communication Systems
David Heidorn's Transamerica Experience August 2008 - Present
Job Senior Operations Specialist
Industry Financial Services
Experience
Transamerica August 2008 - Present
Johnson County Government January 2007 - October 2007
Skills
Microsoft Excel, Customer Service, Microsoft Office, Financial Analysis, Microsoft Word, Loans, Sales, PowerPoint, Analysis, Strategic Planning
Education
Franklin College 2004 — 2007
B.A., Criminology, Political Science
Transamerica August 2008 - Present
Johnson County Government January 2007 - October 2007
Skills
Microsoft Excel, Customer Service, Microsoft Office, Financial Analysis, Microsoft Word, Loans, Sales, PowerPoint, Analysis, Strategic Planning
Education
Franklin College 2004 — 2007
B.A., Criminology, Political Science
Sean Hebron, MBA's Transamerica Experience August 2014 - Present
Job Product Manager Product Ideation and Research at Transamerica
Industry Financial Services
Experience
Transamerica August 2014 - Present
New York Life Insurance Company June 2013 - July 2014
New York Life Insurance Company September 2012 - June 2013
New York Life Insurance Company June 2011 - September 2012
New York Life Insurance Company October 2010 - June 2011
New York Life Insurance Company June 2008 - October 2010
Skills
Insurance, Product Management, Competitive Analysis, Product Marketing, Sales Analytics, Product Development, Sales Trend Analysis, Microsoft Office, Competitive Intelligence, Universal Life, Term Life Insurance, Variable Life, MBA, Product Strategies, Life Insurance, Microsoft Excel, Analysis, Market Research, Management, Business Analytics, Financial Analysis, Consumer Behaviour, Qualitative Research, Quantitative Analytics, Strategy
Education
Fordham Gabelli School of Business 2008 — 2012
MBA, Finance, Marketing
Loyola University Maryland 2004 — 2008
BA, Communications
Seton Hall Preparatory School 2000 — 2004
Transamerica August 2014 - Present
New York Life Insurance Company June 2013 - July 2014
New York Life Insurance Company September 2012 - June 2013
New York Life Insurance Company June 2011 - September 2012
New York Life Insurance Company October 2010 - June 2011
New York Life Insurance Company June 2008 - October 2010
Skills
Insurance, Product Management, Competitive Analysis, Product Marketing, Sales Analytics, Product Development, Sales Trend Analysis, Microsoft Office, Competitive Intelligence, Universal Life, Term Life Insurance, Variable Life, MBA, Product Strategies, Life Insurance, Microsoft Excel, Analysis, Market Research, Management, Business Analytics, Financial Analysis, Consumer Behaviour, Qualitative Research, Quantitative Analytics, Strategy
Education
Fordham Gabelli School of Business 2008 — 2012
MBA, Finance, Marketing
Loyola University Maryland 2004 — 2008
BA, Communications
Seton Hall Preparatory School 2000 — 2004
Scott Seidel's Transamerica Experience March 2015 - Present
Job Transamerica
Industry Financial Services
Experience
Transamerica March 2015 - Present
JPMorgan Chase/Great-West Financial May 2014 - February 2015
Nationwide Insurance November 2013 - December 2013
Safelite AutoGlass May 2012 - November 2013
Graybar Electric January 2012 - May 2012
Safelite AutoGlass May 2007 - May 2012
Safelite AutoGlass January 2005 - May 2007
FinishLine June 2002 - December 2004
Skills
Sales, Customer Service, Management, Marketing, Outlook, Microsoft Office, Microsoft Excel, Team Leadership, Human Resources, Recruiting, FMLA, Sales Process, Access, Operations Management, Leadership, Customer Satisfaction, PowerPoint, Social Media, Event Planning, Event Management, Account Management, Project Management, Business Writing, Microsoft Word, Advertising, Public Speaking, Market Research, SAP, Ultipro, Google Analytics, Adobe Photoshop, Retail Sales, Supervisory Experience, Coordination, Coordinating Activities, Analysis, Budgets, Customer Retention, Time Management, Kronos, Avaya, Benefits Administration, Oracle Applications, Workforce Management, LOA, Client Service Oriented, Mainframe, AS400, HIPAA, Non-profit Volunteer
Education
Franklin University 2004 — 2010
Bachelor of Science, Dual Majors: Marketing & Business Administration
Promowest Productions 2008 — 2009
Marketing Intern, Columbus, Ohio
Transamerica March 2015 - Present
JPMorgan Chase/Great-West Financial May 2014 - February 2015
Nationwide Insurance November 2013 - December 2013
Safelite AutoGlass May 2012 - November 2013
Graybar Electric January 2012 - May 2012
Safelite AutoGlass May 2007 - May 2012
Safelite AutoGlass January 2005 - May 2007
FinishLine June 2002 - December 2004
Skills
Sales, Customer Service, Management, Marketing, Outlook, Microsoft Office, Microsoft Excel, Team Leadership, Human Resources, Recruiting, FMLA, Sales Process, Access, Operations Management, Leadership, Customer Satisfaction, PowerPoint, Social Media, Event Planning, Event Management, Account Management, Project Management, Business Writing, Microsoft Word, Advertising, Public Speaking, Market Research, SAP, Ultipro, Google Analytics, Adobe Photoshop, Retail Sales, Supervisory Experience, Coordination, Coordinating Activities, Analysis, Budgets, Customer Retention, Time Management, Kronos, Avaya, Benefits Administration, Oracle Applications, Workforce Management, LOA, Client Service Oriented, Mainframe, AS400, HIPAA, Non-profit Volunteer
Education
Franklin University 2004 — 2010
Bachelor of Science, Dual Majors: Marketing & Business Administration
Promowest Productions 2008 — 2009
Marketing Intern, Columbus, Ohio
Kim Purnell's Transamerica Experience March 2009 - Present
Job Regional Sales Director, Long Term Care Division
Industry Financial Services
Experience
Transamerica March 2009 - Present
MetLife, Prudential, GoldenCare USA. January 1986 - 2000
Skills
Long Term Care, Insurance, Health Insurance, Employee Benefits, Critical Illness, Brokers, Public Speaking, Long-term Care, Sales Management, Group Benefits, Excel, Wealth Accumulation, Life Insurance, Insurance Brokerage, Whole Life, Claim, Long Term Care Insurance, Microsoft Excel, Financial Services, Strategic Financial..., Variable Annuities, Roth IRA, General Insurance, Medicare, 401k Rollovers, Series 6, IRAs, Wealth, Securities, Indexed Annuities, Risk Management, Key Person Insurance, Investment Advisory, Investment Strategies, Sales, Financial Planning
Education
Flagler College 1982 — 1984
Bachelor's degree
Transamerica March 2009 - Present
MetLife, Prudential, GoldenCare USA. January 1986 - 2000
Skills
Long Term Care, Insurance, Health Insurance, Employee Benefits, Critical Illness, Brokers, Public Speaking, Long-term Care, Sales Management, Group Benefits, Excel, Wealth Accumulation, Life Insurance, Insurance Brokerage, Whole Life, Claim, Long Term Care Insurance, Microsoft Excel, Financial Services, Strategic Financial..., Variable Annuities, Roth IRA, General Insurance, Medicare, 401k Rollovers, Series 6, IRAs, Wealth, Securities, Indexed Annuities, Risk Management, Key Person Insurance, Investment Advisory, Investment Strategies, Sales, Financial Planning
Education
Flagler College 1982 — 1984
Bachelor's degree
Rodger Homsey's Transamerica Experience 2008 - Present
Job BUSINESS LOANS FOR SELFEMPLOYS
Industry Financial Services
Experience
Capital Growth Solutions, LLC January 2015 - Present
Transamerica 2008 - Present
Education
Florida State University 1984 — 1987
Bachelor's degree, Business
Capital Growth Solutions, LLC January 2015 - Present
Transamerica 2008 - Present
Education
Florida State University 1984 — 1987
Bachelor's degree, Business
Raymond Sciacca's Transamerica Experience October 2011 - Present
Job Assistant Vice President at Transamerica
Industry Financial Services
Experience
Transamerica October 2011 - Present
Transamerica October 2011 - Present
AXA Equitable July 2000 - July 2011
AXA Equitable July 1998 - July 2000
AXA Equitable October 1987 - July 1998
Skills
Strategic Planning, Competitive Analysis, Financial Analysis, Essbase, Mutual Funds, Insurance, Financial Services, Analysis, Risk Management, Forecasting, Investments, Business Analysis, Finance, Management, Budgets, Managerial Finance, Internal Controls, Strategic Financial...
Education
Fordham University
BS, Business Mgt/Finance
Transamerica October 2011 - Present
Transamerica October 2011 - Present
AXA Equitable July 2000 - July 2011
AXA Equitable July 1998 - July 2000
AXA Equitable October 1987 - July 1998
Skills
Strategic Planning, Competitive Analysis, Financial Analysis, Essbase, Mutual Funds, Insurance, Financial Services, Analysis, Risk Management, Forecasting, Investments, Business Analysis, Finance, Management, Budgets, Managerial Finance, Internal Controls, Strategic Financial...
Education
Fordham University
BS, Business Mgt/Finance
Ralph Van Winkle's Transamerica Experience June 1985 - April 1994
Job President at Van Winkle Insurance Group
Industry Insurance
Experience
Van Winkle Insurance Group June 1985 - Present
Transamerica June 1985 - April 1994
Prudential Insurance June 1975 - June 1985
Skills
Woodworking, Computer Hardware, Cabinetry
Education
Everett Community College 1973 — 1974
one yr study, Electronic Engineer
Cascade High School 1964 — 1968
12 grade, high school graduation
Van Winkle Insurance Group June 1985 - Present
Transamerica June 1985 - April 1994
Prudential Insurance June 1975 - June 1985
Skills
Woodworking, Computer Hardware, Cabinetry
Education
Everett Community College 1973 — 1974
one yr study, Electronic Engineer
Cascade High School 1964 — 1968
12 grade, high school graduation
Eric Guignet's Transamerica Experience January 2010 - November 2011
Job Marketing Analytical Manager at SunTrust
Industry Financial Services
Experience
SunTrust May 2014 - Present
Genworth Financial November 2011 - May 2014
Transamerica January 2010 - November 2011
Randolph Area Community Development Corporation March 2008 - August 2009
Skills
Insurance, Risk Management, Finance, Actuarial Science, Financial Analysis, Access, Data Analysis, Analysis, Financial Reporting, Credit, Accounting, Microsoft Excel
Education
Frostburg State University 2003 — 2007
Bachelor of Science, Actuarial Science
SunTrust May 2014 - Present
Genworth Financial November 2011 - May 2014
Transamerica January 2010 - November 2011
Randolph Area Community Development Corporation March 2008 - August 2009
Skills
Insurance, Risk Management, Finance, Actuarial Science, Financial Analysis, Access, Data Analysis, Analysis, Financial Reporting, Credit, Accounting, Microsoft Excel
Education
Frostburg State University 2003 — 2007
Bachelor of Science, Actuarial Science
Kevin Yancey's Transamerica Experience January 2014 - Present
Job Independent Insurance Professional
Industry Insurance
Experience
Transamerica January 2014 - Present
Randstad USA 1996 - 2015
Education
Elizabeth City State University
Transamerica January 2014 - Present
Randstad USA 1996 - 2015
Education
Elizabeth City State University
Tony Gumabao's Transamerica Experience December 2010 - 2012
Job Construction/Proj Manager with Value Engineering
Industry Civil Engineering
Experience
Transamerica December 2010 - 2012
RM Chin and Associates February 2006 - October 2010
HTA June 1999 - February 2006
Skills
Construction Management, Civil Engineering, Highways, Bridge, Transportation..., Team Building, Vendor Management, Recruiting, Technical Recruiting, Entrepreneurship, Financial Analysis, Leadership Development, Talent Acquisition, Project Management, Microsoft Excel, Strategic Planning, Microsoft Office, Contract Management, Management
Education
Far Eastern University
Bachelor's degree, Civil Engineering
Transamerica December 2010 - 2012
RM Chin and Associates February 2006 - October 2010
HTA June 1999 - February 2006
Skills
Construction Management, Civil Engineering, Highways, Bridge, Transportation..., Team Building, Vendor Management, Recruiting, Technical Recruiting, Entrepreneurship, Financial Analysis, Leadership Development, Talent Acquisition, Project Management, Microsoft Excel, Strategic Planning, Microsoft Office, Contract Management, Management
Education
Far Eastern University
Bachelor's degree, Civil Engineering
Daniel Garlitz's Transamerica Experience December 2011 - Present
Job Insurance Sales Agent at Transamerica
Industry Financial Services
Experience
Transamerica December 2011 - Present
CSX Transportation May 2005 - October 2011
Bayliner June 2002 - April 2005
Education
Garrett College
Transamerica December 2011 - Present
CSX Transportation May 2005 - October 2011
Bayliner June 2002 - April 2005
Education
Garrett College
June Waara's Transamerica Experience January 2014 - Present
Job Financial Planner and Insurance Consultant at Transamerica
Industry Legal Services
Experience
Transamerica January 2014 - Present
the Law Office of G. Bryan Pinion March 1992 - Present
Your Visions Achieved July 2012 - December 2013
Skills
Bankruptcy, Public Speaking, Small Business, Microsoft Office, Entrepreneurship, Foreclosures, Legal Research, Financial Analysis, Fundraising, Social Media
Education
Fresno City College
Roosevelt High School
Transamerica January 2014 - Present
the Law Office of G. Bryan Pinion March 1992 - Present
Your Visions Achieved July 2012 - December 2013
Skills
Bankruptcy, Public Speaking, Small Business, Microsoft Office, Entrepreneurship, Foreclosures, Legal Research, Financial Analysis, Fundraising, Social Media
Education
Fresno City College
Roosevelt High School
Joanna. Longoria's Transamerica Experience January 1999 - June 2004
Job MSRDP Physician Billing Representative at UT Southwestern Medical Center at Dallas
Industry Hospital & Health Care
Experience
UT Southwestern Medical Center at Dallas March 2011 - Present
Parkland Hospital May 2008 - March 2011
Transamerica January 1999 - June 2004
Skills
Healthcare, Healthcare Management, Hospitals, HIPAA, EMR, Healthcare Information..., Epic Systems, PeopleSoft, Revenue Cycle, EHR, Microsoft Excel, Medical Billing, Clinical Research, Medical Terminology, Process Improvement
Education
Everest College-Dallas 2004 — 2005
Medical Insurance Billing and Coding
Mountain View College
UT Southwestern Medical Center at Dallas March 2011 - Present
Parkland Hospital May 2008 - March 2011
Transamerica January 1999 - June 2004
Skills
Healthcare, Healthcare Management, Hospitals, HIPAA, EMR, Healthcare Information..., Epic Systems, PeopleSoft, Revenue Cycle, EHR, Microsoft Excel, Medical Billing, Clinical Research, Medical Terminology, Process Improvement
Education
Everest College-Dallas 2004 — 2005
Medical Insurance Billing and Coding
Mountain View College
Hollie Persenaire's Transamerica Experience January 2010 - August 2010
Job Registered Nurse (RN) and Certified Legal Nurse Consultant (CLNC)
Industry Hospital & Health Care
Experience
Texas Health Resources December 2011 - Present
Persenaire Legal Services, LLC February 2013 - December 2013
Denton Regional Medical Center (subsidiary hospital of HCA) September 2010 - March 2012
Maxim Healthcare Services August 2009 - March 2011
Transamerica January 2010 - August 2010
Spectrum Health Systems July 2002 - March 2009
Skills
Legal Nurse Consulting, Nursing, Maternal-Child Health, Pediatric Nursing, Long-term Care, Traumatic Brain Injury, Patient Safety
Education
Excelsior College 2005 — 2009
Associate of Science (AS), Registered Nursing/Registered Nurse
Grand Rapids Community College 2002 — 2005
Associates of Arts, General Studies
Grand Rapids Community College 1998 — 1999
Certificate program, Licensed Practical/Vocational Nurse Training
Texas Health Resources December 2011 - Present
Persenaire Legal Services, LLC February 2013 - December 2013
Denton Regional Medical Center (subsidiary hospital of HCA) September 2010 - March 2012
Maxim Healthcare Services August 2009 - March 2011
Transamerica January 2010 - August 2010
Spectrum Health Systems July 2002 - March 2009
Skills
Legal Nurse Consulting, Nursing, Maternal-Child Health, Pediatric Nursing, Long-term Care, Traumatic Brain Injury, Patient Safety
Education
Excelsior College 2005 — 2009
Associate of Science (AS), Registered Nursing/Registered Nurse
Grand Rapids Community College 2002 — 2005
Associates of Arts, General Studies
Grand Rapids Community College 1998 — 1999
Certificate program, Licensed Practical/Vocational Nurse Training
sandy grooms's Transamerica Experience 1994 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Transamerica 1994 - 2014
Skills
SQL, Business Analysis, SDLC, Customer Service, Process Improvement, Visio, Requirements Analysis, Insurance, Databases, DB2, Net Express, VB6, JCL, Microsoft SQL Server, Access
Education
Frostburg State University
Transamerica 1994 - 2014
Skills
SQL, Business Analysis, SDLC, Customer Service, Process Improvement, Visio, Requirements Analysis, Insurance, Databases, DB2, Net Express, VB6, JCL, Microsoft SQL Server, Access
Education
Frostburg State University
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO