Transamerica Financial Solutions
Transamerica Financial Solutions List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Transamerica Financial Solutions. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Transamerica Financial Solutions Salaries. You can even request information on how much does Transamerica Financial Solutions pay if you want to. Learn about salaries, pros and cons of working for Transamerica Financial Solutions directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
99 Transamerica Financial Solutions employees in database. Find out everything there's to know about Transamerica Financial Solutions employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Transamerica Financial Solutions Employees
MassMutual NJ-NYC November 2014 - Present
North Jersey Chamber of Commerce September 2014 - Present
Transamerica Financial Solutions October 2012 - November 2014
The Provident Bank January 2008 - September 2012
TD April 2003 - January 2008
Skills
Life Insurance, Personal Financial..., Estate Planning, Retirement Planning, Retirement Savings, Retirement Plan..., Retirement Benefits, Strategic Financial..., Term Life Insurance, Fixed Annuities, Retirement, Financial Services, Financial Planners, Savings, Finance, Business Development, Personal Finance, Consumer Lending, Retail Banking, Financial Planning
Education
DeVry University 2003 — 2005
Electrical and Electronics Engineering
Student Advocates January 2015 - Present
National Agents Aliance March 2014 - Present
Select Portfolio Management January 2014 - Present
All Stage Pro January 2001 - Present
Crossline Community Church December 2004 - January 2014
MetLife January 2000 - April 2006
Transamerica Financial Solutions January 2000 - April 2006
Skills
Public Speaking, Community Outreach, Marketing, Leadership Development, Branding & Identity, Graphic Design, Print marketing, Pastoral Care, Vocal Coaching, Voice Overs, Fundraising, Adobe Illustrator, Adobe Photoshop, Keynote, Powerpoint, Audio Visual Production, Illustrator, Photoshop, Leadership, Marketing Strategy, Management, Team Building, PowerPoint, Project Planning, Marketing Communications, Event Planning, Facebook, Email Marketing, Relationship Marketing, Public Relations, Online Marketing, Event Management, Creative Writing, Media Relations, Brand Awareness, Online Advertising, Corporate Branding, Nonprofits, Lead Generation, Social Media, Client Services, Sponsorship, Trade Shows, Graphics, Interactive Marketing, Brand Development, Direct Mail
Education
Azusa Pacific University 1994 — 1998
Music, Education and Marketing
Transamerica Financial Solutions 2013 - Present
9Health Fair April 2011 - October 2013
Freelance Internet Marketing Management January 2008 - May 2013
DAS Global July 2010 - December 2011
Ovation: The Arts Network June 1999 - March 2007
Starz Entertainment June 1997 - May 1999
KWGN-TV, Channel 2 1988 - 1997
Skills
Web Content, Copywriting, Public Relations, Newsletters, Content Strategy, Television, Storytelling, Broadcast, Video Production, SEO, Video, Research, Nonprofits, Blogging, Creative Writing, Social Media, Public Speaking, Media Relations, Marketing, Email Marketing, Journalism, Interviews, Content Management, Press Releases, Marketing Communications
Education
University of Colorado at Boulder 1985 — 1988
Bachelor of Arts (B.A.), Communications/Media/Marketing
Transamerica Financial Solutions June 2003 - Present
TICKETsage, Inc. February 2000 - January 2003
Skills
Web Development, Web Services, C#, Visual Basic, JavaScript, SQL, .NET, HTML, ASP.NET MVC, XML, Insurance, TCP/IP, Agile Methodologies
Education
University of Arkansas 1993 — 1995
Master of Arts (MA), English Language and Literature, General
University of Cambridge 1991 — 1992
Junior Year Abroad, English Language and Literature, General
University of Arkansas at Fayetteville 1989 — 1993
Bachelor of Arts (BA), English Language and Literature/Letters
Transamerica Financial Solutions August 2013 - Present
Vanderbilt University Medical Center January 2010 - Present
University of Colorado Hospital November 2012 - February 2013
Johns Hopkins Hospital March 2009 - December 2009
Skills
ACLS
Education
Hawaii Pacific University 2004 — 2008
Bachelor of Science (BS), Registered Nursing/Registered Nurse
Freelance July 2015 - Present
Brainstream Media December 2014 - Present
Transamerica Financial Solutions November 2013 - Present
Brainstream Media June 2015 - June 2015
Jenise Davis Productions May 2015 - May 2015
Dominion Dealer Solutions February 2009 - November 2013
Comcast February 2008 - February 2009
Skills
Boom Operator, Camera Operating, Canon DSLR, Premiere Pro, Troubleshooting, Technical Support, PHP, Customer Service, HTML, IIS, SQL, Python, Microsoft SQL Server, WordPress, Email Marketing, CSS, JavaScript, Visual Studio, Highly detail oriented, Self-starter, Windows, Training, VBScript, Quality Assurance, Crystal Reports, Photoshop, Remedy Ticketing System, QuickBase, Parature, BizTalk, DNS, Visual Basic, Web Applications, Television Studio..., Email Management
Education
University of Denver University College 2014 — 2017
Master of Science (MS), Information and Communications Technology: Mobile Application Development
University of Maryland University College 2010 — 2014
Bachelor of Science (B.S.), Digital Media and Web Technology
Salisbury University 2004 — 2007
Bachelor of Arts (B.A.), Art/Visual Communications
Baltimore City College 1999 — 2003
Transamerica Financial Solutions September 2006 - Present
Duratek Inc. July 2005 - June 2006
Berkshire Associates March 2000 - July 2005
Skills
Project Management, Management, Program Management, Business Analysis, Software Development, Product Management, Strategic Planning, Software Project..., Software Documentation, Project Planning, Databases, SQL, Vendor Management, Process Improvement, Quality Assurance, Web Applications, CRM, Risk Management, Manage Client..., Visio, Team Leadership, SDLC, Agile Methodologies, Financial Services, Problem Solving, Cross-functional Team..., Database Design, Credit Unions, PMP
Education
Towson University
Masters of Science, Applied Information Technology
University of Maryland Baltimore County 1999 — 2002
Bachelors of Science, Computer Science
Transamerica November 2013 - Present
Transamerica February 2013 - November 2013
Transamerica Financial Solutions June 2011 - February 2013
Cedar Rapids Toyota Scion January 2011 - June 2011
Transamerica May 2004 - January 2011
Skills
Series 6, Management, Leadership, Series 63, Insurance, Coaching, Marketing, Sales, Life Insurance, Customer Service, Fixed Annuities, Asset Allocation, Retirement, Retirement Planning, Employee Benefits, Disability Insurance, Health Insurance
Education
Mount Mercy University
Bachelor's Degree, Business Administration and Management, General
Nike February 2015 - Present
UC Irvine September 2013 - Present
UC Irvine February 2013 - Present
Harvey & Company LLC February 2014 - January 2015
Transamerica Financial Solutions August 2013 - February 2014
UC Irvine September 2012 - February 2013
Handel's Homemade Ice-Cream & Yogurt August 2010 - August 2012
Skills
Microsoft Word, Customer Service, Social Media, Microsoft Office, Microsoft Excel, PowerPoint, Research, Photoshop, Teamwork, Public Speaking, Facebook, Time Management, Marketing, Leadership, Access
Education
South Torrance High School 2008 — 2012
High School
University of California, Irvine 2012 — 2016
Bachelor of Arts (B.A.), Business/Managerial Economics
Transamerica Financial Solutions September 2014 - Present
Pacific-green Integrated Technology Inc. October 2010 - Present
Pacific-green Integrated Technology Inc. October 2010 - July 2014
Coral Sea Realty December 2009 - December 2011
J. Scott Magliari & Company, CPA November 2007 - October 2010
J. Scott Magliari & Company, CPA November 2007 - October 2010
Western Technologies Inc. February 2004 - March 2005
Skills
Accounting, Auditing, Accounts Receivable, Finance, Budgets, Payroll, General Ledger, Internal Controls, Management, Financial Modeling, Financial Statements, Business Planning, Data Analysis, Procurement, Tax, GAAP, Competitive Analysis, Investments, Peachtree, Pricing, Proposal Writing, Balance, Interviews, Financial Reporting, Managerial Finance, Cost Accounting, Payments, Sarbanes-Oxley Act, Financial Accounting, Cash Flow, Variance Analysis, Journal Entries
Education
University of Guam
Professional Masters in Business Administration
NATIONAL INSTITUTE OF CONTINUING EDUCATION
REALTOR
University of San Agustín
Bachelor of Science, Management and Accounting
@properties September 2014 - Present
Berkshire Hathaway HomeServices KoenigRubloff Realty Group August 2013 - September 2014
Transamerica Financial Solutions March 2005 - March 2007
Skills
Selling, Investments, Sellers, First Time Home Buyers, Direct Marketing, Townhomes, Relocation, Single Family Homes, Real Estate Transactions, Residential Homes, Real Estate, Investment Properties, Commercial Real Estate, Property Management, Real Estate License, Leadership, Strategic Planning, New Home Building, Condos, Short Sales, Foreclosures, Marketing, Referrals, Negotiation, Sales, Buyer Representation, New Home Sales, Listings, Contract Negotiation, Investors
Education
Purdue University
Keck Medicine of USC March 2014 - Present
Transamerica Financial Solutions August 2013 - Present
Skills
Nursing, Savings, Financial Analysis, Retirement Planning, Customer Service, College Education..., Investment Strategies, Public Speaking, Healthcare, Communication, Management, Leadership, Risk Management, Teamwork, Entrepreneurship, Microsoft Office
Education
University of California, Los Angeles 2009 — 2013
Bachelors of Science with a Major in Nursing, Registered Nursing/Registered Nurse
Granada Hills Charter High School
Osman Financial services July 2011 - Present
Transamerica Financial Solutions January 2001 - July 2011
Osman Financial Services January 2001 - June 2011
Skills
Life Insurance, Term Life Insurance, Healthcare, Accident Insurance, Property & Casualty..., Producer Life..., Finance, Financial Services, Management, Sales, Risk Management, Health Insurance, Underwriting, Project Management, Mortgage Lending, Insurance, Investments
Education
College of Lake County,Grayslake,ILLINOIS 60030 2011 — 2012
Engineer's Degree, Civil Engineering Highway, roadway maintenance & Bridges Inspection & Safety.
East-West University @ Chicago,Illinois 1996 — 2000
Bachelor of Science Degree in Business Administration ( Finance ), Project Mngt, Accounting, Auditing & Buss-Laws.
ITT Tech Institute , Chicago,IL 60004 1993 — 1996
Degree in Applied Science ( Electronic Engineering Technology ), Traffic signal analysis and design of systems, devices & signals of application, Solid state Digital
Osmania University 1975 — 1980
Bachelor's Degree, Faculty of Science Biological & Physical Science, Part :1 English & Arabic, Part :2 Science, A+ Graduated rank in first division,
G6 Hospitality LLC June 2015 - Present
Amazon February 2013 - June 2015
Kaiser Permanente 2007 - 2012
The Centurion Group Security & Investigative Services November 2005 - January 2007
JC Resorts March 2004 - November 2005
Transamerica Financial Solutions March 2001 - June 2003
AlliedBarton Security Services March 1999 - March 2001
Langner Security Special Services June 1994 - March 1999
US Army December 1985 - June 1994
Skills
Account Management, Facilities Operations, Human Resources, HRIS Database Management, Office Management, Project Management, Employee Training, Hospitality Management, Inbound Call Center..., Benefits Administration, Recruiting, Leadership Development, New Business Development, Sales, Access Control, CCTV, Customer Service, Security, Security Management, Sales Process, Safety, Emergency Management, Labor Relations, Manage Client..., Employee Orientations, Accounts Payable, Accounts Receivable, Payroll, Quality Management, Microsoft Office, Lenel Systems, Loss Prevention, Interviews, Risk Assessment, Physical Security, Administrative..., Team Building, Leadership, Hiring, Office Administration, Inventory Management, Crisis Management, Security Operations, Fire Safety, Employee Relations, Security Audits, Conflict Resolution, System Administration, Process Improvement
Education
Everest University-South Orlando 2013 — 2015
Associate of Arts and Sciences (A.A.S.), Criminal Justice/Law Enforcement Administration
Transamerica Financial Solutions October 2013 - Present
American General July 2007 - August 2009
The Independence Group April 1998 - February 2008
Education
Kent State University 1970 — 1975
Biology, General
Cuyahoga Falls High
Robert Half Technology - Universtity of Iowa Healthcare January 2015 - Present
Peak Staffing, Inc. - Minnesota / HP - John Deere December 2014 - December 2014
Ocwen Financial Solutions Contract September 2014 - October 2014
Transamerica Financial Solutions July 2013 - March 2014
2nd Story Software December 2012 - March 2013
MurTech Consulting September 2012 - December 2012
Midwest Professional Staffing May 2011 - June 2012
Skills
Troubleshooting, Windows 7, Computer Hardware, Computer Repair, Microsoft Office, Windows Server, VMware, Customer Service, Windows XP, Customer Retention, Windows XP Pro, Windows Vista, Sales, Cashiering, Router Configuration, Active Dirctory, DNS, DHCP, Visio Pro 2008, Windows 8.1, Windows 2000, Network Printers, Cisco IOS, Remote Desktop, PC Hardware Setup and..., Microsoft Enterprise..., USMT, Technical Support, Windows
Education
ITT Technical Institute-Cedar Rapids 2010 — 2013
Associate's degree, Network and System Administration/Administrator
Transamerica Financial Solutions August 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
San Jose State University 2005 — 2014
USCEC April 2014 - Present
Taiwanese American Junior Chamber of Commerce February 2014 - Present
ASE Group March 2014 - May 2014
World Journal Newspaper January 2014 - March 2014
Liberty Tax Service January 2014 - February 2014
DeVry University October 2013 - February 2014
Transamerica Financial Solutions October 2013 - January 2014
DeVry University February 2011 - December 2013
Timothy Crofton Real Estate July 2012 - August 2012
Volunteer Income Tax Assistance January 2012 - May 2012
Skills
Translation, Tax Preparation, Management Consulting, Account Management, Account Reconciliation, Accounts Payable, Accounts Receivable, E-file, WebEx, Oracle SQL, Microsoft Office, Microsoft Excel, Microsoft Word, ImageNow, Financial Statements, Financial Statement..., Forecasting, Multi Tasking, CPA, MBA, MASM, QuickBooks, Access, PowerPoint, Higher Education, Auditing, Analysis, Software Documentation, Financial Accounting, Bookkeeping, Budgets, Accounting, Financial Analysis, Customer Service, Microsoft PowerPoint
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA, Accounting, GPA 3.94
Tamkang University 2002 — 2005
Bachelor of Science, Industrial Economics
Red Robin September 2014 - Present
OfficeMax November 2012 - Present
Lowe's Home Improvement January 2011 - November 2012
Transamerica Financial Solutions December 2004 - November 2010
Aurora Loan Services April 2004 - December 2004
Skills
Employee Benefits, Onboarding, Employee Relations, Succession Planning, Deferred Compensation, Recruiting, Performance Management, Human Resources, 401k, Applicant Tracking..., HRIS, Personnel Management, Talent Management, New Hire Orientations, Hiring, Leadership, Training, Team Building
Education
Kaplan University-Davenport Campus 2014 — 2016
Bachelor's Early Education
University of Phoenix 2010 — 2012
AAEE, Education, 3.68 GPA
Smoky Hill High School 1997 — 2000
Northern Stories March 2014 - Present
Self-employed 2009 - Present
Penny Marie Photography 2009 - Present
Transamerica Financial Solutions August 2010 - January 2011
Milestones Photography May 2008 - May 2010
Skills
Photography, Portrait Photography, Visual Storytelling, Wedding Photography, Videography, Birth Photography, Family Photography, Photoshop, Adobe Bridge, Lightroom
Education
Minnesota State University, Moorhead 2006 — 2009
BS, Mass Communication/Media Studies
Principal Global Investors August 2014 - Present
Northwest Bank May 2014 - August 2014
Principal Global Investors December 2012 - August 2013
Transamerica Financial Solutions February 2009 - July 2012
Skills
Insurance, Loans
Education
Iowa State University 2012 — 2014
Finance
University of Northern Iowa 2010 — 2012
Transamerica Financial Solutions December 2013 - Present
Capital One October 2003 - December 2013
BellSouth January 2000 - September 2002
BellSouth August 1993 - January 2000
Bell Communications Research March 1991 - February 1993
BellSouth December 1983 - March 1991
Chase Econometrics 1982 - 1983
Education
University of Texas at Austin 1978 — 1982
PhD, Economics
Texas Christian University 1975 — 1978
Bachelor of Arts, Economics
Transamerica Financial Solutions February 2015 - Present
Transamerica Financial Advisors, Inc. October 2013 - January 2015
AVB Success March 2003 - January 2015
Organo Gold International January 2013 - December 2014
Skills
Marketing, Entrepreneurship, Leadership, Customer Service, Sales, Small Business, Social Networking, Social Media Marketing, Team Building, Public Speaking, Management, Strategic Planning, Coaching, Online Marketing, Lead Generation, Social Media, Online Advertising, Strategy, New Business Development, Marketing Communications, Marketing Strategy, Public Relations, Start-ups, Advertising, Email Marketing, Selling, B2B, Account Management, Business Development, SEO, Direct Marketing
Education
Florida Metropolitan University 2000 — 2002
Computer and Information Sciences, General
Boca Ciega High 1994 — 1998
Diploma
Transamerica Financial Solutions April 2013 - Present
Linn County September 2006 - January 2013
Skills
Community Outreach, Nonprofits
Education
Kirkwood Community College 2006 — 2011
In progress, Liberal Arts
IMAC April 2014 - Present
Transamerica Financial Solutions July 2010 - April 2014
Coverdell July 2005 - July 2010
Affinion Group March 2003 - July 2005
Skills
Financial Services, Insurance, Sales, Direct Marketing, Georgia Licensed..., New Business Development, Relationship Management, Direct Mail, Business Development, Customer Retention, Account Management, Strategic Planning, Marketing Strategy, Executive Management, Lead Generation, Marketing, Analytics, Customer Acquisition, Strategic Partnerships, Salesforce.com, Strategy, P&L Management, Financial Institutions, Competitive Analysis, Database Marketing
Education
Bryant University 1984 — 1987
Master of Business Administration (M.B.A.), Management
University of Rhode Island 1976 — 1980
Bachelor of Science in Business Administration (B.S.B.A.), Finance
Financial Stud July 2011 - Present
Exodus Recovery Inc August 2014 - May 2015
Epsilon June 2013 - September 2014
Transamerica Financial Solutions December 2009 - June 2011
California Community Opportunities February 2009 - January 2011
LegalMatch June 2006 - August 2008
YMCA of Santa Clara Valley October 2004 - June 2006
McDaniel Management Group February 2002 - January 2004
Skills
Social Media Development, Strategic Financial..., Teaching, Public Speaking, Marketing, Sales, Business Development, Team Building, Real Estate, Fundraising, Project Management, Management, Social Media, Social Media Marketing, Coaching, Project Planning, Program Management, Event Planning, Public Relations, Event Management, Small Business, Strategic Planning, Nonprofits, Finance, Entrepreneurship, Leadership
Education
California State University-Dominguez Hills 2014 — 2014
Certificated Mental Health Rehabilitation Specialist, Mental Health Counseling/Counselor
CA Real Estate School 2011 — 2012
CA Real Estate License, Sales, Distribution, and Marketing Operations, General, Completed
San Jose State University 2004 — 2009
BA, Political Science & Communication Studies
City of Dallas January 2015 - Present
Transamerica Financial Solutions June 2010 - Present
Enterprise Rent-A-Car 2009 - 2010
Skills
Agile Project Management, Agile Methodologies, Business Analysis, Project Management, Business Requirements, PMI Trained, Scrum, Requirements Gathering, Agile Testing, Production Planning, Systems Analysis, Leadership, Management, Process Improvement, Microsoft Office, Team Leadership, Microsoft Excel, SDLC, Vendor Management, Team Building, Customer Service
Education
The University of Texas at Arlington 2006 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Apollo Education Group April 2015 - Present
United Blood Services November 2013 - June 2015
Apollo Education Group February 2011 - November 2013
ACS - A Xerox Company November 2007 - January 2011
Transamerica Financial Solutions 2005 - 2007
Skills
Testing, Quality Assurance, Agile Methodologies, Software Quality..., Test Planning, Quality Center, Requirements Analysis, Test Automation, Waterfall, SQL, Business Analysis, Databases, Manual Testing, Integration, Visio, SharePoint, Analysis, HP Quality Center, Access, LoadRunner, Test Automation..., UFT, QTP, VBScript, Java, C#, Selenium WebDriver, Microsoft Excel, Performance Testing, C, HP QTP
Education
Kansas State University 2008 — 2009
B.S., Technology Management
Kansas State University 2002 — 2005
B.S., Social Science w/ Minor in Business
Kansas State University 2000 — 2002
A.S., Construction Engineering Technology
Transamerica Financial Solutions March 2011 - Present
PRGX 1999 - 2002
Education
University of Connecticut
Helathcare Informatics
Accredus Business Services 2015 - Present
Crawford&Grey 2014 - Present
Sutherland Global Services December 2013 - July 2014
LenderLive Network, Inc. November 2001 - January 2014
JPMorgan Chase 1998 - 2000
United States Marine Corps 1991 - 1999
FirstPlus Financial 1996 - 1998
Transamerica Financial Solutions 1993 - 1996
Skills
Mortgage Lending, Loans, Mortgage Banking, Underwriting, Banking, Credit, Risk Management, Vendor Management, Strategic Planning, Real Estate, Process Improvement, Executive Management, Loan Origination, Loss Mitigation, Financial Services, Leadership, Team Building, Business Development, Change Management, Business Strategy, Relationship Management, Residential Mortgages, Radio, Radio Broadcasting, Public Speaking, Management, Performance Management, Operations Management, Contract Negotiation, Business Analysis, BPO, Outsourcing, Outsourced Marketing, Outsourced Solutions, FHA, Mortgage Servicing, Default, Loan Servicing, Credit Analysis, Mergers & Acquisitions, Consumer Lending, Due Diligence, Mortgage Underwriting, Investment Properties, Refinance, Credit Risk, Sales, VA loans, Commercial Lending, Client Development
Education
University of Phoenix 2004 — 2006
MBA, Master of Business Administration
Southern Illinois University, Carbondale 1989 — 1993
B.S / AAS, Adv Tech Studies
Amboy High School 1984 — 1989
Diploma, College Prep
Glendbard North High School 1984 — 1984
Antero Inc. August 2014 - Present
Transamerica Financial Solutions June 2013 - September 2013
DIRECTV October 2008 - May 2013
ARCADIS April 2003 - August 2008
SIRIUS - Database Consulting 1999 - 2001
Norstan Consulting 1997 - 1999
MIACO 1994 - 1997
Skills
Human Resources..., Training and Development, Employee Relations, Relocation, Leadership Development..., Workforce Compliance, Corporate Recruiting, College Recruiting, Technical Recruiting, Full-life Cycle..., Recruiting, Taleo, Kenexa/Webhire, Zenger Miller Front..., Senn Delaney Leadership..., Training, Human Resources, Temporary Staffing, Talent Management, Management, Performance Management, Applicant Tracking..., Interviews, Leadership Development
Education
Colorado State University
Bachelor of Arts (B.A.), History/Secondary Education
Citi June 2015 - Present
Transamerica Financial Solutions 2013 - June 2015
Loblolly Consulting 2012 - 2013
KLD Energy Technologies 2011 - 2012
Loblolly Consulting 2009 - 2011
Dell 2006 - 2009
Vignette Corp 2005 - 2006
JD Consulting 2003 - 2005
Dataflow Alaska Inc. 2000 - 2003
United States Navy 1984 - 1992
Skills
Program Management, Business Process, Cross-functional Team..., Process Improvement, Business Analysis, PMO, Project Management, Business Process..., Enterprise Software, Management, Vendor Management, Leadership, ITIL, PMP, IT Service Management, Product Management, Change Management, SDLC, Project Portfolio..., Requirements Analysis, Analysis, Integration, Project Planning, Software Project..., MS Project, Team Building, Requirements Gathering, IT Strategy, Business Intelligence, Management Consulting, Risk Management, CRM, Customer Relations, Deployment, Certified Project..., Systems Analysis, Software Implementation, Disaster Recovery, Product Lifecycle..., Requirements Management, Product Life Cycle..., People Management, Business Management, Mentoring, Business Continuity..., Organizational..., Agile Methodologies, Consulting, Microsoft Project
Education
University of Alaska Anchorage 1996 — 1999
BA, Justice, History
United States Navy
Aviation Electronics, Industrial Electronics Technology
PMI
PMP, Project Management Professional
Department of the Army
Information Assurance Security Officer
Rockhurst University
Finance and Accounting
Federal Publications Seminar
Incentives for Performance Based Contracts
Federal Publications Seminars
Performance Based Contracting
Progressive Business Conferences
Critical Issues Under FSLA
Trust Source Solutions April 2015 - Present
Allied National, Inc. April 2014 - March 2015
United Consumers Credit Union June 2008 - April 2014
Chartwell Realty LLC December 2011 - February 2014
ENTERTAINMENT SYSTEMS INC April 2007 - May 2008
Transamerica Financial Solutions February 2006 - March 2007
HILLCREST BANK March 2004 - January 2006
Citywide Mortgage September 2003 - May 2004
Skills
Mortgage Banking, Real Estate, Residential Mortgages, Account Management, Budgets, Commercial Lending, Credit, Financial Analysis, Strategic Planning, Risk Management, Loans, Refinance, Mortgage Lending, Banking, Customer Service, Small Business, Retail Banking
Education
The University of Kansas 1997 — 2002
Bachelor's degree, Communication, General
University of Kansas 1997 — 2002
Bachelor of Arts (BA), Communication, General
Transamerica Financial Solutions
Skills
Customer Service, Building Effective..., Sales, Banking
Education
Penn State University
Bachelor of Science, Business/ Finance and Marketing
Baratto Sullivan & Co. Insurance 2014 - Present
Transamerica Financial Solutions February 2013 - Present
RJG.Inc. May 2001 - August 2012
Skills
Customer Service, Microsoft Office, Management, Leadership, Microsoft Excel, Finance, PowerPoint, Public Speaking, Team Building, Time Management, Strategic Planning, Training, Sales, Budgets, Event Planning
Education
Santa Barbara City College 2009 — 2014
Associate of Arts (AA), Chicano Studies
Fisher Investments January 2015 - Present
Transamerica Financial Solutions May 2013 - August 2013
Education
University of Wisconsin-Madison - School of Business 2011 — 2014
Actuarial Science
ESCI-UPF International Business 2013 — 2013
International Business
Staples Advantage March 2014 - Present
Transamerica Financial Solutions April 2013 - Present
Vault Mortgage April 2013 - March 2014
Xceed Financial Credit Union August 2010 - April 2013
Hoagies & Wings December 2007 - August 2010
Skills
Business Strategy, Business Development, Leadership, Interpersonal..., CRM, Loans, Banking, Credit, Retirement Planning, Mortgage Lending
Education
California State University Stanislaus 2005 — 2008
BA, Psychology
Transamerica Financial Solutions April 2010 - Present
State National Companies January 2002 - April 2010
CRI Canada July 1998 - January 2002
Servus Credit Union July 1987 - July 1998
Skills
Credit Unions, Insurance, Strategic Planning, Relationship Management, Financial Services, Financial Institutions, Banking, Credit Cards, Executive Management, Credit
Education
Red Deer College
Bachelor Degree Business Administration, Business, Management, Marketing, and Related Support Services
Transamerica Financial Solutions October 2013 - Present
Alliant Energy Consultant February 2012 - December 2012
Alliant Energy Consultant February 2011 - December 2012
Alliant Energy Consultant August 2008 - January 2011
EDS Group August 2007 - February 2008
Pearson November 1999 - August 2007
ACT October 1998 - April 1999
Skills
Budgeting, Business Analysis, Business Strategy, Capital Budgeting, Project Planning, Process Improvement, Scheduling, Change Management, Coaching, Communication - Written..., Customer Relations, PMP, Microsoft Office, Planning, Documentation, Excel, Integrated Master..., Leadership, PowerPoint, Microsoft Project, Microsoft Office 2007, Analysis, Operations Management, Outlook, Primavera P6, Problem Solving, Program Management, Customer Service, Project Control, Quality Assurance, Risk Management, Process Scheduler, MS Project, Process Engineering, Requirements Analysis, Budgets, Software Project..., Strategic Planning, Project Management, Cross-functional Team..., Team Building, Team Leadership, Technical Writing, Construction, Training, Word, PMO, Troubleshooting, Business Process..., Software Documentation
Education
Capella University 2005 — 2007
MBA, Business Management
University of Wyoming 1986 — 1990
BS, Business Management
Casper College 1973 — 1975
AS, Business Management
Transamerica Financial Solutions November 2014 - Present
Williams-Sonoma, Inc. September 2004 - Present
United States Air Force May 1992 - March 2003
Gap Inc October 2002 - January 2003
Charles Schwab June 1998 - September 2001
SegaSoft, Inc. 1996 - 1998
Sega of America 1992 - 1997
Skills
Troubleshooting, Problem Solving, Quality Assurance, Documentation, Operating Systems, Microsoft Office, Mentoring, Customer Relations, Windows, Agile, Word, SharePoint, Integration, Databases, Windows Server 2003, HTML, Production, JavaScript, Subversion, Customer Service, Microsoft Word, Testing, Test Planning, SQL, Oracle, Agile Methodologies, SDLC, Software Documentation, Windows Server, Java, Security, Networking, Project Management, Microsoft Exchange, Linux, Servers, Network Administration, Active Directory, System Administration, Tomcat, Vendor Management, Windows 7, HP, Unix, Hardware, Visio, VMware, E-commerce, Disaster Recovery, Help Desk Support
Education
University of Phoenix 1998 — 2000
BS, Information Systems
Heald Institute of Technology 1994 — 1996
Associate of Applied, Sciences Computer Sciences
Transamerica Financial Solutions September 2013 - Present
Merrill Lynch September 2011 - December 2012
Lovejoy Associates 2009 - 2010
SunTrust Bank July 2006 - May 2009
Etrade Financial June 2000 - July 2006
Skills
CRPC, Retirement Planning, 401k, Series 7, Insurance, Retirement, Fixed Annuities, Investments, Alternative Investments, IRAs, Finance, Management
Education
Florida Agricultural and Mechanical University 1992 — 1996
B.S., Business Economics
Transamerica Financial Solutions October 2011 - Present
Transamerica (previously known as AEGON Direct Marketing) August 2009 - November 2011
AEGON Direct Marketing Services March 2008 - July 2009
AEGON Direct Marketing Services May 2000 - March 2008
AEGON Direct Marketing Services July 1993 - April 2000
Education
University of North Texas 1989 — 1993
BBA, Personnel Managment & Organizational Behavior
Transamerica Financial Solutions April 2007 - Present
AIG American General February 1998 - April 2007
RMSCO, Inc. July 1997 - February 1998
RMSCO, Inc. May 1993 - July 1997
Skills
Insurance, Account Management, Customer Relations, Sales Support, Banking, Sales, Cold Calling, Customer Service, Relationship Management, Customer Retention, Sales Operations, Finance, Selling, Team Building, Program Management, Financial Services, Vendor Management, Leadership, Human Resources, Employee Benefits, Credit
Education
State University of New York College at Potsdam 1977 — 1978
Computer Science
Keuka College 1975 — 1976
Computer Science
Aimia Inc August 2015 - Present
PRESTO (Metrolinx) 2015 - June 2015
Accenture November 2013 - December 2014
Quatro Group Software Systems October 2013 - November 2013
York Region (The Regional Municipality of York) May 2013 - October 2013
Transamerica Financial Solutions August 2012 - April 2013
TD March 2009 - July 2012
TD 2003 - March 2009
Skills
Financial Analysis, Banking, Leadership, Financial Modeling, Budgets, Accounting, Financial Reporting, Variance Analysis, Internal Controls, Business Process..., Microsoft Excel, Internal Audit, Financial Risk, Cash Management, Strategic Financial..., Project Finance, Customer Service, Management, Accruals, Strategy, P&L Management, Microsoft Office, Essbase, Treasury Management, Oracle Reports, PowerPoint, Budget Process, Project Portfolio..., MS Project, Hyperion Enterprise, Call Centers, Problem Solving, Financial Planning, PeopleSoft, P&L Responsibility, Lease Administration, Presentations, Cross Functional..., Project Estimation, Khalix, JDE Enterprise One, Busines Analysis, Microsoft Dynamics AX, Integration, Chartered Financial..., Oracle, Oracle Applications, Cognos, PeopleSoft Financial, SQL
Education
Ryerson University
Post Grad Courses in Business Communication & Advanced Financial Management, Finance and Financial Management Services
Laurentian University/Université Laurentienne
Honours Bachelor of Commerce, Commerce
CFA
CFA - Chartered Financial Analyst, completed 3 levels; awarded CFA Charter
Transamerica Financial Solutions August 2015 - Present
Transamerica July 2014 - Present
Stamats March 2002 - July 2014
Skills
Research, R, SPSS, Tableau, Alteryx, Project Management, SEO, Analytics, Google Analytics, Email Marketing, Social Media Marketing, Non-profit Volunteer, Marketing, Fundraising, Community planning, Microsoft Excel, Microsoft Word, Market Research, Survey Design, PowerPoint, Content Marketing, Survey Research, Vovici, Promotions, Sawtooth, Multivariate Analysis, Discrete Choice, Healthcare research, Community Development, Close Attention to..., Advertising, Social Media, Marketing Communications, Marketing Strategy, Management, Strategy
Education
University of Iowa - Henry B. Tippie College of Business 2015 — 2016
Graduate Certificate, Business Analytics
The University of Georgia 2004 — 2004
Certificate, Marketing Research
Iowa State University 1997 — 2001
Bachelor of Arts (B.A.), Advertising
Central College October 2010 - Present
Transamerica Financial Solutions May 2013 - August 2013
American Family Insurance May 2012 - August 2012
Various Places January 2008 - August 2012
Education
Central College 2010 — 2014
Bachelors, Actuarial Science and Economics, 3.72 on a 4.0 scale
Pella High School
Capital Choice Financial Group August 2010 - Present
Transamerica Financial Solutions August 2010 - Present
BlueLinx Corporation 2005 - January 2011
Primerica October 2008 - August 2010
ABF Freight System June 2006 - October 2008
Georgia-Pacific LLC February 1997 - 2005
Skills
Retirement Planning, Public Speaking, Insurance, Customer Service, Team Building, Coaching, Annuities, Team Leadership, Mentoring, Financial Analysis, Fixed Annuities, Employee Benefits, Entrepreneurship, Marketing, Leadership, Training, Term Life Insurance, Financial Services, Mutual Funds, Life Insurance, Disability Insurance, Time Management
Education
Kaplan University 2005 — 2008
Agricultural Business and Management
DeVry University 2000 — 2003
Business Administration and Management, General
Transamerica Financial Solutions July 2007 - Present
First Service Group September 1991 - July 2007
Aetna Life & Casualty January 1987 - August 1991
Security of America Life Insurance company October 1978 - July 1986
Skills
Insurance, Underwriting, Health Insurance, Financial Services, Banking, Credit, Sales, Life Insurance, Finance, Disability Insurance, Relationship Management, Term Life Insurance, Customer Service, Marketing, Mortgage Lending, Strategic Planning, Account Management, Management, Loans, Risk Management
Education
Indiana University of Pennsylvania 1981 — 1983
MBA, Marketing/ finance
Indiana University of Pennsylvania 1972 — 1976
BS bus adm, finance
Transamerica Financial Solutions 2015 - Present
Vivint Solar October 2014 - April 2015
Skills
Customer Service, Public Speaking, Social Networking
Education
California State University-Fullerton
Business Finance
El Camino College
West Torrance High
Farmers Insurance Group of Companies 2015 - Present
Canalichio Insurance Group, LLC September 2013 - Present
Transamerica Financial Solutions August 2013 - Present
Aflac March 2008 - Present
Hild and Hild LLC October 2012 - September 2013
M-R Plumbing November 2002 - March 2008
Skills
Employee Benefits, Insurance, Microsoft Excel, Disability Insurance, Small Business, Health Insurance, Accident, Negotiation, Benefits Administration, Customer Service, Term Life Insurance, Employee Relations, Healthcare, Sales Management, Whole Life, Budget, Sales, Account Management, New Business Development, Business Development, Property & Casualty..., PEO, Workers Compensation, Customer Satisfaction, Umbrella Insurance, Training, Commercial Insurance, Recruiting, Brokers, Selling, Life Insurance, Fixed Annuities, Professional Liability, Cold Calling, Underwriting, General Insurance, Marketing, Sales Presentations, Cafeteria Plans, Team Building, Strategic Planning, Management, Leadership, Public Speaking, Long-term Care, Coaching, Relationship Building, Risk Management, Marketing Strategy, Contract Negotiation
Education
San Antonio College 1997 — 2000
Associates, Business
Marion 1993 — 1997
All district and Region in most sports, Learned how to be competitive
1st Source Bank June 2015 - Present
ManpowerGroup February 2014 - June 2015
Transamerica Financial Solutions February 2013 - June 2015
Western-Southern Life January 2000 - November 2013
Skills
Leadership, Customer Service, Sales, Team Building, Management, Recruiting, Strategic Planning, Marketing, Training, Account Management
Education
Indiana University South Bend 2014 — 2017
Pursuing Bachelor's Degree, Finance, 3.8 GPA
Southwestern Assemblies of God University 1998 — 1999
Bachelor's degree, Business Management, 3.8 GPA
Terra Community College 1996 — 1997
Associate's degree, Business Management, 3.8 GPA
IDDI ID & DESIGN International July 2015 - Present
Transamerica Financial Solutions June 2015 - Present
Colonial Penn Life Insurance May 2014 - May 2015
Skills
Disability Insurance, Employee Benefits, Health Insurance, Insurance, Life Insurance, Long-term Care, Term Life Insurance
Education
Universidad Iberoamericana, Ciudad de México
Bachelor of Architecture (B.Arch.), Design and Applied Arts
Transamerica Financial Solutions October 2014 - Present
Skills
Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Team Building, Project Management, Social Media, Accounting, Event Planning, Event Management, Public Relations
Education
Bethesda Christian University 2011 — 2013
National General Lender Services October 2015 - Present
QBE Insurance November 1993 - September 2015
Transamerica Financial Solutions 1987 - 1993
Metropolitan Property And Casualty Insurance Company 1978 - 1983
Metropolitan Property And Casualty Insurance Company 1978 - 1983
Metropolitan Property And Casualty Insurance Company 1978 - 1983
Brethren Christian High School 1975 - 1978
Skills
Claim, Insurance, Risk Management, Underwriting, Property & Casualty..., Financial Services, Regulatory Requirements, Mortgage Servicing, Change Management, Management, Business Analysis, Team Building, Process Improvement, Strategic Planning, Call Centers, Leadership, Vendor Management, General Insurance
Education
Pepperdine University 1975 — 1975
Master's Degree
Vanguard University of Southern California 1968 — 1972
Bachelor's Degree
Deluxe Entertainment Services Group August 2015 - Present
One Step Retail Solutions May 2015 - August 2015
The Los Angeles Film School October 2014 - May 2015
Outspoken™ February 2014 - October 2014
Red Varden Studios July 2013 - January 2014
AMC Theatres April 2007 - November 2011
Transamerica Financial Solutions August 2005 - April 2007
Education
California State University-Los Angeles 2010 — 2012
Bachelor of Arts (B.A.)
BK Innovation and Strategy Associates 2013 - Present
Net Right Media 2010 - 2013
Advisors Choice Network 2010 - 2011
Leadership Institute of Seattle (LIOS) 2010 - 2010
Transamerica Financial Solutions 2008 - 2009
Gaslamp Event Management 2008 - 2008
AM Collections West 2006 - 2007
CLAIR/ Japanese Exchange and Teaching 2004 - 2006
Marriott Vacations Worldwide Corporation 2003 - 2004
Chapman University 2002 - 2003
Education
Chapman University 2000 — 2004
Bachelor of Arts, Political Science- International Relations & Business Administration
関西外国語大学 / Kansai Gaidai University 2003 — 2003
Certificate of Japanese Language & Culture, Japanese Studies
University High School
High School, 3.89
Corgan May 2015 - Present
Nordstrom May 2013 - July 2013
Transamerica Financial Solutions December 2012 - January 2013
Transamerica Financial Solutions May 2012 - August 2012
Texas Roadhouse May 2010 - May 2012
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Access, AutoCAD, Photoshop, Adobe Creative Suite, Adobe Design Programs, Customer Service, Employee Training, Illustrator, Space Planning
Education
Iowa State University 2012 — 2016
Bachelor's Degree, Interior Design
Aegon/Diversified Investment Adivsors August 2008 - Present
Transamerica Financial Solutions August 2008 - Present
Marsh Affinity Group Services August 2006 - July 2008
walgreens 2003 - 2006
Skills
Microsoft Office, Training, Leadership, Budgets, Performance Management, Leadership Development, Nonprofits, Process Improvement, Access, Risk Management, Business Analysis, Inventory Management
Education
Mt. Mercy College 2009 — 2013
Morningside College 2001 — 2005
Bachelor's degree, Business Administration and Management, General
Mount Mercy University July 2015 - Present
Hy-Vee February 2015 - Present
Transamerica Financial Solutions July 2010 - February 2015
Kirkwood Community College May 2012 - December 2012
Perkins Restaurants December 2000 - July 2010
Perkins Restaurant January 2000 - July 2010
Skills
Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Insurance, Strategic Planning, Outlook, Coaching, Team Leadership, Team Building, Data Analysis, Administration, Sales, Management, Process Improvement, Marketing, Windows
Education
Mount Mercy College 2012 — 2015
Bachelor of Science (BS), Mathematics and Secondary Education
Kirkwood Community College 2010 — 2012
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Prime Asset Fund April 2014 - Present
Transamerica Financial Solutions November 2013 - March 2014
Residential Finance January 2013 - January 2014
Mortgage Contracting Services August 2010 - December 2012
Saint Anselm College August 2007 - August 2009
Saint Anselm Office of Admissions August 2007 - September 2008
Skills
Sales, Mortgage Banking, Loans, Management, Negotiation, Mortgage Lending, Residential Mortgages, Finance, Real Estate, Real Estate Lending, Analysis, Underwriting, Loan Origination, Financial Analysis
Education
Saint Anselm College 2007 — 2010
Bachelor of Arts (B.A.), Marketing
University of South Florida 2010 — 2013
Bachelor of Arts (B.A.), Business, General
Transamerica Financial Solutions June 2014 - Present
Transamerica Financial Solutions November 2013 - May 2014
Lake MacBride Golf Course June 2007 - June 2013
Dardis Clothiers May 2012 - August 2012
Hy-Vee Drug Store February 2006 - August 2010
Farm Bureau Financial Services March 2010 - July 2010
Skills
Social Media Marketing, Microsoft Office, Customer Service, Merchandising, Fashion, Retail, Apparel, Sales, Fashion Design, Tailoring, Textiles, Wardrobe, Pricing, Real Estate, Time Management, Leadership, Facebook, PowerPoint, Microsoft Word
Education
University of Iowa 2008 — 2012
Marketing and Entrepreneurial Management, Business Administration and Management, General
Transamerica June 2014 - Present
Transamerica Financial Solutions November 2013 - June 2014
The University of Iowa August 2013 - May 2014
A.T. Kearney June 2013 - August 2013
The University of Iowa January 2013 - May 2013
The University of Iowa August 2012 - December 2012
VMware December 2011 - June 2012
Shenzhen China Girdcom Co., LTD July 2011 - August 2011
The Primary School of Great Mountain March 2011 - May 2011
Skills
VBA, SPSS, Microsoft Excel, Access, Eviews, Actuarial Science, Insurance, Risk Management, MG-ALFA, TAS, Visual Basic for..., Statistics, Financial Analysis, Financial Modeling, Analysis, Data Analysis, Financial Risk, SAS, Microsoft Office
Education
University of Iowa 2012 — 2014
Master's degree, Actuarial Science, 3.88
University of International Business and Economics 2008 — 2012
BA, Risk Management and Insurance, 3.52/4.0
The high school attached to Hunan Normal University 2005 — 2008
Transamerica Financial Solutions October 2013 - Present
Belly July 2012 - July 2013
Total Quality Logistics July 2011 - August 2012
MedQuery January 2011 - June 2011
University Directories July 2010 - January 2011
Laguna Niguel Country Club, CA June 2007 - August 2007
Saddleback Memorial Hospital March 2006 - June 2006
Wolverine Packaging 2001 - 2002
Skills
Microsoft Excel, Market Research, Management, Shipping, Cold Calling, Sales, Account Management, Mobile Marketing, Outside Sales, Exceptional People..., Lead Generation, Negotiation, Customer Retention
Education
DePaul University 2009 — 2011
Bachelor of Commerce, Business Management; Entrepreneurship
American University of Rome 2009 — 2009
Business, Management
Montana State University-Bozeman 2006 — 2009
Business, Management
Dancer's Edge 2014 - Present
Consultant 1996 - 2013
Ann Arbor Academy 1998 - 2000
Transamerica Financial Solutions 1988 - 1992
CompuTax 1987 - 1988
State of Utah 1982 - 1987
Hogle Zoo 1977 - 1982
Skills
Data Analysis, Database Design, Database Administration, Systems Analysis, Strategic Planning, Software Development, Classical Ballet, Dance Instruction, Choreography, Microsoft Office, Business Development
Education
Eastern Michigan University 1993 — 1996
Bachelor's Degree, Computer Information Systems
Transamerica Financial Solutions May 2013 - Present
Siteworx May 2010 - May 2013
The Open Publishing Lab July 2008 - May 2010
New York State Agricultural Experiment Station May 2001 - October 2007
Skills
Object Oriented Design, PHP, MySQL, jQuery, Drupal, Java, Wordpress, UML, Linux, Sitecore, SDL Tridion, .NET, SQL, WordPress, CMS, HTML
Education
Rochester Institute of Technology 2007 — 2011
Bachelors of Science, Software Engineering
Finger Lakes Community College 2001 — 2006
Associates of Science, Computer Science
Perennial Funding, LLC May 2015 - Present
ServiceMaster December 2014 - March 2015
Transamerica Financial Solutions May 2014 - September 2014
Venezia Bulk Transport Inc. March 2014 - May 2014
RemX Financial Staffing September 2012 - February 2013
Open Range Communications May 2011 - May 2012
Springer Realty November 2009 - October 2010
Sprint/Nextel 2005 - 2007
Pennsylvania Institute of Technology 2003 - 2004
Skills
Applicant Tracking..., Human Resources, Recruiting, Talent Acquisition, Retail, Internet Recruiting, Administration, Leadership, Hiring, Time Management, Building Relationships, Cold Calling, Sourcing, College Recruiting, Resume Writing, Communication Skills, Technical Recruiting, Onboarding, Talent Management, Professional Phone..., Relationship Building
Education
University of Scranton 1997 — 2001
Bachelor of Arts (BA), Communication and Media Studies
Erdenheim Elementary
Erdenheim Elementary
La Salle High School
Transamerica Financial Solutions November 2013 - Present
Rockwell Collins 2004 - November 2013
Intermec Technologies 2000 - 2004
United States Marine Corps December 1988 - October 1992
Skills
Integration, System Architecture, Testing, Software Development, Requirements Analysis, System Design, Software Engineering, Technical Leadership, Engineering Management, Agile Methodologies, Scrum Master, Agile Coaching, .NET, Requirements Management, DO-178B, Embedded Systems, Web Services, Project Management, System Requirements, Object Oriented Design, Software Design, Java, Program Management, C#, C++, Visual Studio, Configuration Management, Linux, Aerospace, Rhapsody, Software Verification, Automated Software..., Embedded Software, Earned Value Management, Technical Product..., Security Architecture..., Systems Design, Scrum, ILT, lean champion, Cloud Applications, Salesforce, Ninja Skills, Systems Engineering, HIPAA, Security Clearance, Subversion, Security Vulnerability..., ClearCase, Telelogic DOORS
Education
Iowa State University 1998 — 2000
Bachelor of Science (BS), Computer Engineering
University of Iowa
Konica Minolta USA 2008 - Present
Transamerica Financial Solutions March 2005 - Present
Canon USA September 1988 - October 2005
Skills
Solution Selling, Managed Print Services, Document Management, Document Imaging, Photocopier, Direct Sales, Sales, Channel, Major Accounts, Selling, Business Development, Customer Satisfaction, Scanners, Printers, Managed Services, Sales Operations, Cloud Computing, Sales Process, Enterprise Content..., Digital Printing, Professional Services, Leadership, Salesforce.com, SaaS, Enterprise Software, Cold Calling, B2B, Lead Generation, CRM, Account Management, Strategic Partnerships, Software Industry, Variable Data Printing, Sales Presentations, Print Management, Channel Partners, Content Management
Education
James Madison University 1984 — 1986
Business Administration, Computer Information Systems
James Madison University - College of Business 1982 — 1986
Transamerica Life Insurance Company 2012 - Present
Transamerica Financial Solutions 2007 - 2012
Transamerica Life Insurance Company 2006 - 2007
Transamerica Life Insurance Company 2003 - 2006
Skills
Life Insurance, Insurance, Sales Operations, New Business Development, Fixed Annuities, Term Life Insurance, Retirement, Disability Insurance, Health Insurance, Retirement Planning, Whole Life, Long-term Care, Customer Service, Recruiting, Employee Benefits, Strategic Financial..., Marketing, Team Leadership, Team Management, Operational Efficiency, Management
Education
Kirkwood Community College 2001 — 2002
E-commerce Certificate
Kirkwood Community College 1999 — 2001
Associate of Arts (A.A.)
Transamerica Financial Solutions January 2014 - Present
World Financial Group (WFG) 2014 - 2015
US Army 2009 - 2014
Coldwell Banker Real Estate January 2008 - November 2011
ZipRealty 2004 - 2007
BMW Stevens Creek May 2002 - April 2003
Sprint October 1999 - November 2001
24 Hour Fitness January 1992 - December 1998
Skills
Short Sales, Sellers, Foreclosures, First Time Home Buyers, REO, Very Familiar with BofA..., Short, Real Estate, Referrals, Real Estate Transactions, Mortgage Lending, FHA, Single Family Homes, Investment Properties, Buyers
Education
Thomas Edison State College 2009 — 2011
Bachelor of Science, LIberal Studies
SJSU 1989 — 1993
BS, Business Administration
ABRAHAM LINCOLN HIGH SCHOOL
J&S Audio Visual April 2015 - Present
Catch it Events, LLC July 2013 - May 2015
J&S Audio Visual February 2014 - April 2015
Town of Castle Rock February 2014 - April 2015
Transamerica Financial Solutions June 2012 - July 2012
Skills
Entrepreneurship, People Skills, Innovation, Creativity, Adaptability, Social Entrepreneurship, Adobe Creative Suite, Competitive Marketing..., Athletics, Event Management, Event Planning, Marketing Communications, Presentation Skills, Email Strategy, Advertising, Marketing, Microsoft Excel, Social Media, Customer Service, Management, PowerPoint, Public Speaking
Education
Texas Lutheran University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Marketing, Cumulative GPA 3.5
Glendale Community College 2009 — 2011
Associate of Arts (A.A.), Business/Commerce, General, Cumulative GPA: 3.6
Transamerica Financial Solutions December 2007 - Present
MAX10 Bodyshaping December 2012 - April 2015
Isagenix December 2012 - January 2015
Ready Mobile August 2007 - November 2007
GE Commercial Finance January 2002 - July 2007
McLeodUSA May 1996 - November 2001
Skills
Associate, Customer..., Process Improvement, Vendor Management, Business Analysis, Change Management, Leadership, SDLC, Insurance, Team Building, Project Management, Business Process..., Software Documentation, Team Leadership, Account Management, Visio
Education
Mount Mercy University 2004 — 2006
BS, Business
Kirkwood Community College 2002 — 2006
AA
Iowa State University 1990 — 1994
Cedar Rapids Jefferson High School 1987 — 1990
Transamerica Financial Solutions August 2014 - Present
Sprint March 2014 - August 2014
SunTrust Bank January 2007 - March 2014
Kroger December 2005 - December 2006
United States Air Force November 2001 - November 2005
Best Buy January 2001 - October 2001
Skills
Coaching, Loans, Mortgage Lending, Banking, Credit, Credit Analysis, Customer Service, Training, Process Improvement, Business Analysis, Portfolio Management, Call Center, Risk Management, Underwriting, Vendor Management, Software Documentation, Data Analysis, Microsoft Excel, Microsoft Office, Outlook, Human Resources, Account Management, Sales Management, Sales
Education
Middle Tennessee State University 1997 — 2000
Bachelor of Science (B.S.), Psychology
FatStack LLC July 2012 - Present
Morgan Stanley December 2010 - January 2013
Transamerica Financial Solutions July 2007 - October 2010
Theta Futures Group, LLC March 2004 - July 2007
A.G. Edwards & Sons, Inc. August 1993 - March 2004
NYMEX January 1984 - January 1994
Skills
Mutual Funds, Investments, Finance, Series 7, Retirement Planning, Series 63, Wealth Management, Retirement, Asset Allocation, Fixed Annuities, Investment Advisory, Securities, Strategic Financial..., Alternative Investments, Portfolio Management, Asset Management, Investment Strategies, 401k, Financial Advisory, IRAs, Equities
Education
Boston College 1980 — 1984
BS, Computer Science / Finance
Transamerica Financial Solutions 2010 - Present
ppg industries 2007 - 2010
Skills
Sales, New Business Development, Marketing Strategy, Sales Management, Account Management, Customer Service, Strategic Planning, Negotiation, Product Development, Leadership, Marketing, Team Leadership, Contract Negotiation, Business Development, Business Planning, Fiancial services
Education
Walden University 2013 — 2016
Research Doctorate, Business/Managerial Economics
Point Park University
MBA, Business
University of Nairobi
BA, BA
Transamerica Financial Solutions 2001 - Present
Aegon Direct Marketing Services 2001 - Present
Watson Wyatt Worldwide 1997 - 2000
Skills
Insurance, Relationship Management, Financial Services, Direct Marketing, Strategy, Strategic Partnerships, CRM, Account Management, Marketing Strategy, Business Strategy, Call Centers, Management, Health Insurance, Marketing, Recruiting, Life Insurance, Direct Sales, Vendor Management, Customer Retention, Sales, Selling, Sales Management, Salesforce.com, New Business Development
Education
The University of Texas at Arlington - College of Business
Bachelor’s Degree, Business Administration, Management & Marketing
Transamerica Financial Solutions October 2013 - Present
Transamerica December 2011 - October 2013
Transamerica January 2011 - December 2011
AEGON Direct Marketing Services June 2007 - January 2011
AEGON September 2005 - June 2007
Skills
Insurance, Financial Services, Account Management, Sales Management, CRM, Sales, Marketing, Employee Benefits, Strategic Planning, Loans, Life Insurance, Health Insurance, Relationship Management
Education
Loyola University Maryland 2003 — 2005
MBA, Marketing
Towson University 1994 — 1998
BS, Psychology, Business Minor
Encompass Federal Credit Union December 2014 - Present
Transamerica Financial Solutions January 2013 - December 2014
CRI Solutions Inc. April 2004 - November 2014
Brulin February 1999 - April 2004
Brulin and Company 1999 - 2004
Ultraplay Systems 1997 - 1999
Skills
Microsoft SQL Server, Strategic Planning, Project Management, PowerPoint, Customer Service, AutoCAD, Sales Management, Business Analysis, Architecture, Project Coordination, Team Building, Submittals, Comprehensive Planning, Solution Selling, New Business Development, Microsoft Office, Process Improvement, Team Leadership, Software Documentation, Management, Troubleshooting, Windows
Education
Ball State University 1993 — 1997
BS, Environmental Design
Speedway High School 1988 — 1993
Horizon Real Estate January 2011 - Present
Pacific Coast Financial LLC January 2004 - Present
Robert Half Finance & Accounting January 2000 - June 2004
Menlo Industries Inc in Fremont, CA March 1996 - November 2000
Transamerica Financial Solutions January 1994 - December 1996
Trust Company of The West January 1986 - April 1994
Skills
Portfolio Management, Investments, Investors, Real Estate, Mortgage Lending, Investment Properties, First Time Home Buyers, Residential Homes, Management, Residential Mortgages, Loan Origination, Commercial Real Estate, Finance, Sales, Short Sales, Real Estate Transactions, Sellers, Foreclosures, REO, Referrals, Marketing, Condos
Education
Idaho State University 2000 — 2000
Bachelor of Business Administration (BBA), Accounting Information System
Transamerica April 2014 - Present
Transamerica Financial Solutions September 2013 - Present
hibu September 2013 - October 2013
Alliance Claims Solutions January 2001 - January 2013
Skills
Performance Management, Strategic Planning, Organizational..., Employee Relations, Training, Leadership Development, Project Management, Talent Management, Sourcing, Recruiting, Leadership, Employee Benefits, Human Resources, Team Building, Hiring, Change Management, Employee Engagement
Education
Kirkwood Community College
Lincoln Financial Group February 2015 - Present
LPL Financial October 2013 - January 2015
LPL Financial Services January 2007 - September 2013
LPL Financial January 2002 - 2007
New York Life Insurance Company 2000 - 2001
Transamerica Financial Solutions 1999 - 2000
Nicholas Applegate 1997 - 1999
Merrill Lynch 1994 - 1997
Skills
Sales Management, Salesforce.com, Recruitment/Retention, Business Strategy, Strategic Planning, Recruiting, Management, Portfolio Management, Securities, Asset Management, Business Development, Finance, Financial Services, Investments, Series 63, Series 7, Investment Advisory, Mutual Funds, Retirement Planning, Wealth Management
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2011
MBA, Management
LSU 1991 — 1995
BA, International Trade and Finance
New York Life & MainStay Investments March 2012 - Present
John Hancock Investments June 2007 - February 2012
Transamerica Financial Solutions July 1998 - May 2007
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Investments, Retirement Planning, Securities, Wealth Management, Investment Advisory, Asset Managment, Series 6, ETFs, Series 65, Series 24, Fixed Annuities, 401k, Retirement, Closed-end Funds, Financial Services
Education
State University of New York College at Purchase 1983 — 1985
Bachelor of Arts (B.A.), Political Science
Kenyon College 1979 — 1982
Political Science
Fidelity Investments July 2015 - Present
North Carolina State University August 2010 - Present
Fidelity Investments July 2011 - June 2015
Fidelity Investments January 1999 - October 2010
Fidelity Investments February 1996 - December 1998
Transamerica Financial Solutions 1991 - 1996
Transamerica Financial Solutions July 1990 - December 1991
CACI International Inc July 1985 - December 1989
Mason & Hanger June 1982 - June 1985
Education
North Carolina State University 2010 — 2015
Human Resource Development
Kansas State University
B.S., Industrial Engineering
Transamerica Financial Solutions March 1986 - Present
dept of social services, westchester county 1982 - 1985
Education
Stony Brook University 1980 — 1982
ba, psychology
West Michigan Credit Union 2010 - Present
Transamerica Financial Solutions November 1999 - Present
Document Services, Inc. July 1992 - October 1999
Document Services, Inc. October 1989 - July 1992
Highways & Skyways, Inc. May 1986 - October 1989
Highways & Skyways, Inc. September 1984 - May 1986
Skills
Banking, Loans, Mortgage Lending, Risk Management, Credit, Team Building, Insurance, Sales Management, Customer Service, Selling, Coaching, Time Management, Financial Analysis, Executive Management, Forecasting, Strategic Planning, Leadership, Relationship Management, Commercial Lending, New Business Development, Underwriting, Sales, Consumer Lending, Credit Analysis, Finance, Portfolio Management, Investments, Business Development, Credit Unions, Financial Institutions, Financial Services, Loan Origination, Cross Selling, Small Business Lending, Retail Banking, Strategic Financial..., Credit Risk, Customer Retention, Credit Cards, Financial Risk, Commercial Banking, Loan Servicing, Call Centers, Mutual Funds, Mortgage Banking, Life Insurance, Employee Benefits, Training, Customer Satisfaction, Marketing
Education
Western Michigan University 1980 — 1983
Bachelor of Science, Hospital Admin. Finance
Grand Rapids Community College 1979 — 1981
Associate of Science (AS), Business Administration and Management, General
Impax
Impax
Transamerica Financial Solutions September 2015 - Present
Vanguard March 2011 - July 2015
NYSE December 2010 - March 2011
QVC August 2010 - December 2010
Polycom March 2010 - August 2010
Eisai Pharmaceuticals September 2007 - February 2010
Skills
Workday Studio, Workday EIB, Workday Reports, Workday BIRT Report, Data Conversion, XSLT, 3rd Party Integrations, PeopleTools, PeopleCode, PeopleSoft, SQR, Crystal Reports, Requirements Analysis, XML Publisher, PL/SQL, Requirements Gathering, Integration, Oracle, Business Analysis, SDLC, SQL, ERP, Business Process, Agile Methodologies
Education
Delhi University
Master of Computer Applications (M.C.A.), Master in computer applications
Combined Insurance United States March 2015 - Present
Little League International February 2012 - Present
State Farm Agent May 2014 - March 2015
Transamerica Financial Solutions March 2013 - March 2014
WOODMEN OF THE WORLD January 2010 - March 2012
River Valley Financial Services January 2009 - January 2012
Skills
Insurance, Health Insurance, Customer Service, Life Insurance, Property & Casualty..., Term Life Insurance, Fixed Annuities, Leadership, Microsoft Office, Commercial Insurance, Umbrella Insurance, General Insurance, Brokers, Long-term Care, Risk Management, Whole Life, Disability Insurance, Public Speaking, Team Building, Sales, Microsoft Excel, PowerPoint, Retirement Planning, Strategic Planning, Negotiation, Public Relations, Sales Promotion, Radio Broadcasting, Sports Coaching, Sports officiating, Sports Marketing, Coaching, Automotive Sales..., Basketball Coaching, Softball coaching, Sports Play-by-play, Motivational Speaking, Sales Management, Social Networking, Social Media, Management, Marketing, Event Planning, Training, Cold Calling, Account Management, New Business Development, Budgets, Event Management, Leadership Development
Education
Hondros College of Business 2008 — 2014
Life, health, annuity, property & casualty insurAnce
Ohio University 1984 — 1989
Bachelor's Degree, interpersonal communications
Ohio University 1984 — 1989
Bachelor's degree, Interpersonal communications
Transamerica Financial Solutions April 1991 - Present
Education
University of Maryland Baltimore County 2010 — 2013
Masters of Information Management
Loyola University Maryland 1992 — 1995
Computer Engineering
Towson University 1978 — 1980
BS, Business
Bounce 'N' More, LLC April 2006 - Present
Dream Realized - Real Estate Investing January 2006 - Present
Transamerica Financial Solutions August 2001 - 2003
United States Air Force 1997 - 2001
Skills
Entertainment, Corporate Events, Event Planning, Marketing Strategy, Live Events, Small Business, New Business Development, Marketing, Advertising, Strategic Planning, Event Management, Business Strategy, Start-ups, Entrepreneurship, Project Planning, Project Management, Party Plan, Coordinating Events, Employee Training, Leadership, Six Sigma, Team Leadership, Product Marketing, Process Excellence, IT Project & Program..., IT Operations, Real Estate Investor, Sales, Customer Retention, Air Force, Rental Real Estate
Education
New Mexico State University 1992 — 1997
Bachelor's degree, Management Information Systems, General
Esselte Corporation April 2014 - Present
Transamerica Financial Solutions July 2013 - March 2014
Consulate Management Company January 2005 - July 2012
Network Services Company April 2001 - September 2004
Doumak, Inc. 1998 - April 2001
Everflora Chicago 1997 - 1998
Feedback, Inc. August 1994 - March 1997
Hansen Lind Meyer 1990 - 1994
Skills
General Ledger, Financial Reporting, QuickBooks, Accounting, Account Reconciliation, Financial Accounting, Accounts Payable, Accounts Receivable, Bookkeeping, Payroll, SEC filings, Fixed Assets, Accruals, Internal Controls, GAAP, Variance Analysis, Journal Entries, Financial Statements, Year-end Close, Balance, Great Plains Software, ADP Payroll, Bank Reconciliation, Sales Tax, Payroll Taxes, Monthly Close, Cash Management, Consolidation, Preparation, Accountants, Depreciation, US GAAP, Expenses, Cash Flow, Invoicing, Cash Flow Forecasting, Year End Accounts
Education
Kirkwood Community College 1984 — 1986
Associate's degree, Accounting
Republic National Distributing Company July 2004 - Present
Transamerica Financial Solutions October 1995 - February 1997
Skills
Sales, Sales Management, Marketing Strategy, Account Management, Marketing, Key Account Management, New Business Development, Key Account Development, Management, Retail
Education
The University of New Mexico 1988 — 1992
Bachelor of Business Administration (BBA), Public Finance
Transamerica Financial Solutions September 2014 - Present
GE Capital April 2009 - August 2014
LimoLink July 2007 - February 2009
Red Skye Wireless (Cingular) August 2006 - July 2007
Skills
Accounting, Training, Quality Assurance, Sales
Education
Upper Iowa University 2012 — 2014
Bachelor's Degree, Accounting
Kirkwood Community College 2010 — 2012
Associate of Arts (A.A.), Accounting
Transamerica Financial Solutions November 2013 - Present
Optimal Solutions Group October 2013 - November 2013
Aflac Insurance January 2013 - June 2013
All About Tan February 2012 - December 2012
Newbury School March 2011 - August 2011
Severn Valley Tennis & Fitness Club January 2007 - January 2009
Hollister January 2006 - January 2008
Skills
Management, Sales, Restaurants, Customer Service, PowerPoint, Outlook, Microsoft Excel, Microsoft Word, Microsoft Office, Cold Calling, Real Estate, Salesforce.com, Time Management, Budgets, Access, Account Management, Data Entry, Inventory Management, Marketing, Strategic Planning
Education
Salisbury University 2011 — 2013
Bachelor's degree, Management-BS
Anne Arundel Community College 2009 — 2011
Associate's degree, Business Administration and Management, General
South River High School 2006 — 2009
Milestone Church September 2013 - Present
Transamerica Financial Solutions November 2011 - September 2013
TransAmerica October 2011 - September 2013
Education
Tarrant County College
Associate of Arts (AA)
University of North Texas
Transamerica Financial Solutions August 2013 - Present
Education
University of Kentucky 2004 — 2008
Bachelor's degree, Telecommunications
BP March 2007 - Present
Peoples Bank SB January 2002 - March 2007
Transamerica Financial Solutions February 1987 - June 1992
Skills
Microsoft Office, Petroleum, Gas, Project Management, Oil & Gas, Project Planning, Process Control, Customer Service, Customer Support, Supervisory Skills, Procedure Manuals, Business Process
Education
Indiana University-Northwest
Associate's degree, Business Administration and Management, General