Transamerica Insurance & Investment Group

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Transamerica Insurance & Investment Group Employees

Employee
Years
Job
Industry
Monica Dyer Monica Dyer Greater Los Angeles Area Details
Monica Dyer's Transamerica Insurance & Investment Group Experience October 2001 - October 2011
Job Writer/Editor
Industry Publishing
Experience
Transamerica Insurance & Investment Group   October 2001 - October 2011
Crystal Stairs, Inc.   2000 - 2001
American Visions Magazine   1998 - 1998

Skills
Corporate Communications, Publishing, Editorial and..., Editing, Newsletters, Proofreading, Internal Communications, Editorial, Strategic Communications, Event Management, Web Content, Publications, Marketing, Nonprofits, Magazines

Education
Howard University
B.A., Print Journalism

Connie Hwang, CLU Connie Hwang, CLU Greater Los Angeles Area Details
Connie Hwang, CLU's Transamerica Insurance & Investment Group Experience June 2006 - June 2013
Job State Farm Insurance Agent
Industry Insurance
Experience
Connie Hwang Insurance Agency, State Farm Agent   January 2014 - Present
KNH Insurance Services   May 2013 - Present
Transamerica Insurance & Investment Group   June 2006 - June 2013
Smith Barney  2004 - 2006

Skills
Retirement Planning, Insurance, Sales, Fixed Annuities, Life Insurance, Account Management, Retirement, Wealth Management, Series 63, Marketing, Disability Insurance, Investments, Series 7, Risk Management, Marketing Strategy, Long-term Care, Strategic Planning, Sales Management, Variable Annuities, Series 6, Term Life Insurance, Underwriting, Universal Life, 401k, IRAs, Mutual Funds, Long Term Care Insurance, Whole Life, Health Insurance, FINRA, Wealth, Securities, Investment Strategies, Small Business, Property, Indexed Annuities, Medicare, Portfolio Management, Permanent Life Insurance, Workers Compensation, Annuity Sales, Umbrella Insurance, Casualty, Investment Management, Bonds, Life, 401k Rollovers, Finance, Reinsurance, Commercial Insurance

Education
The American College   2008 — 2015
ChFC

The American College   2008 — 2013
CLU

University of California, Irvine   1999 — 2004
Bachelor of Science (B.S.), Sociology

Jamie Meeker Jamie Meeker Washington D.C. Metro Area Details
Jamie Meeker's Transamerica Insurance & Investment Group Experience 2000 - 2002
Job Senior ManagerClient Teams & Strategic Partnerships at Hunton & Williams LLP
Industry Law Practice
Experience
Hunton & Williams LLP  2008 - Present
Akin Gump Strauss Hauer & Feld LLP  2005 - 2008
Moore Stephens  2002 - 2004
Transamerica Insurance & Investment Group   2000 - 2002

Education
Kellogg Graduate School of Management   2000 — 2000
Certifcate--Financial Segmentation Marketing

Pacific Christian College/CSUF   1994 — 1998
Bachelor of Arts (B.A.), Economics and Political Science Emphasis

Northwest College   1993 — 1994
Associate's degree, International and Religious Studies

Mary Hatzbanian Mary Hatzbanian Greater Los Angeles Area Details
Mary Hatzbanian's Transamerica Insurance & Investment Group Experience October 2007 - December 2010
Job Marketing Manager at Kaiser Permanente
Industry Marketing and Advertising
Experience
Kaiser Permanente  May 2015 - Present
Kaiser Permanente  April 2011 - April 2015
Transamerica Insurance & Investment Group   October 2007 - December 2010
Countrywide Financial Corporation  2005 - October 2007
Countrywide Financial Corporation  2003 - 2005

Skills
Marketing, Strategic Planning, Strategy, Salesforce.com, Program Management, Project Management, Marketing Strategy, Market Research, Customer Service, Management, Negotiation, Leadership, Event Planning, Cross-functional Team...

Education
Woodbury University   2006 — 2008
MBA, Management

California State University-Northridge   1997 — 2001
B.S. Business Administration, Marketing

Brian Burkett Brian Burkett Baltimore, Maryland Details
Brian Burkett's Transamerica Insurance & Investment Group Experience November 2011 - July 2012
Job J.D. Candidate at University of Maryland School of Law
Industry Law Practice
Experience
United States Attorney's Office  June 2015 - August 2015
DC Law Students in Court  September 2014 - May 2015
Transamerica Agency Network, Inc.   August 2012 - August 2014
Transamerica Agency Network, Inc.   July 2012 - August 2012
Transamerica Insurance & Investment Group   November 2011 - July 2012
Resurrection Health Care  September 2010 - October 2011
Resurrection Health Care  February 2009 - September 2010
Sg2  August 2007 - January 2009

Skills
Healthcare, Team Building, Strategic Planning, Microsoft Excel, Hospitals, Microsoft Word, Sales, Account Management, Process Improvement, Public Speaking, New Business Development, Sales Management, Microsoft Office, Consulting, Customer Service, Life Insurance, Term Life Insurance, Annuity Sales

Education
University of Maryland Francis King Carey School of Law   2015 — 2017
Doctor of Law (J.D.)

Purdue University   2003 — 2007
BS Health Sciences, Science, Biology, Health Care, Management

Jim Duff Jim Duff Birmingham, Alabama Details
Jim Duff's Transamerica Insurance & Investment Group Experience 2005 - 2007
Job SVP & General Manager, Tellus Brokerage Connections at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services  December 2010 - Present
Transamerica International   2008 - 2009
Transamerica Life Solutions, LLC   2000 - 2009
Transamerica Insurance & Investment Group   2005 - 2007
Transamerica Insurance & Investment Group   2000 - 2004
James Duff Brokerage Service, Inc   1989 - 2000
Mutual of New York (MONY)   1986 - 1989

Education
University of Richmond   1983 — 1987
BA

Peggy Staver Peggy Staver Kansas City, Missouri Details
Peggy Staver's Transamerica Insurance & Investment Group Experience October 1996 - May 2007
Job Lead Business Analyst, Distribution Compensation,Operations Support
Industry Insurance
Experience
Aegon USA /Transamerica   January 2011 - Present
AEGON  May 2007 - January 2011
Transamerica Insurance & Investment Group   October 1996 - May 2007

Skills
SDLC, Requirements Gathering, Business Analysis, Insurance, Requirements Analysis, Project Coordination, Team Building, Cross-functional Team..., Mentoring, Process Improvement, Analysis, COBOL, Vendor Management, Business Process...

Education
University of Missouri-Kansas City   1976 — 1979
BA, Communication Studies

Missouri State University   1975 — 1978

Mitzi Takeuchi Mitzi Takeuchi Greater Los Angeles Area Details
Mitzi Takeuchi's Transamerica Insurance & Investment Group Experience February 2011 - January 2012
Job
Industry Financial Services
Experience
Transamerica  January 2012 - Present
Transamerica Insurance & Investment Group   February 2011 - January 2012
Transamerica Insurance & Investment Group   December 2009 - February 2011
Transamerica Insurance & Investment Group   April 2009 - December 2009
Transamerica Insurance & Investment Group   2004 - April 2009
The Pacific Bridge Companies  2002 - 2004
Transamerica Insurance & Investment Group   April 1999 - 2002

Skills
Marketing, Insurance, Fixed Annuities, Life Insurance, Series 6, Strategic Planning, Brand Management, Financial Services, Series 63, Retirement Planning, Retirement, Mutual Funds, Product Marketing, Disability Insurance, 401k

Education
University of California, Riverside
Bachelor of Arts, Liberal Studies

David Ono David Ono Greater Los Angeles Area Details
David Ono's Transamerica Insurance & Investment Group Experience August 2009 - February 2012
Job Independent Life and Health insurance Agent
Industry Financial Services
Experience
Self Employed  October 2012 - Present
Transamerica Insurance & Investment Group   August 2009 - February 2012
Transamerica Financial Advisors  June 2008 - July 2009
Transamerica Retirement Services  September 2004 - May 2008
Transamerica Retirement Services  January 2002 - August 2004
Transamerica Retirement Services  December 2000 - December 2001
Transamerica Retirement Services  May 2000 - November 2000
AIG SunAmerica  May 1999 - April 2000
T Rowe Price  May 1993 - April 1999

Skills
Financial Planning, Retirement Planning, Investments, Life Insurance, Health Insurance, 401k

Education
University of California, Irvine   1988 — 1993
Bachelor of Arts, Social Science

Dan Valente Dan Valente Greater San Diego Area Details
Dan Valente's Transamerica Insurance & Investment Group Experience 2001 - 2003
Job Business Consulting at LPL
Industry Financial Services
Experience
LPL  July 2003 - Present
Transamerica Insurance & Investment Group   2001 - 2003
Associated Securities Corp.  1999 - 2001

Education
University of California, Los Angeles

CJ Laugharn, CLU CJ Laugharn, CLU Greater Los Angeles Area Details
CJ Laugharn, CLU's Transamerica Insurance & Investment Group Experience 2000 - 2001
Job Executive Benefit Plan Consultant
Industry Financial Services
Experience
The Rule Group, an Integro Company   January 2008 - Present
Leisure Werden & Terry Agency   2004 - 2007
Morgan Stanley  2001 - 2004
Transamerica Insurance & Investment Group   2000 - 2001

Skills
Multi-generational..., Qualified Retirement..., COLI, Wealth Management, Wealth Accumulation, Permanent Life Insurance, Deferred Compensation, Employee Benefits, Executive Benefit..., Disability Insurance, Non-Qualified Deferred...

Education
Boston College   1995 — 1999

Loyola High School   1991 — 1995

Kristine Klingsick Kristine Klingsick Kansas City, Missouri Area Details
Kristine Klingsick's Transamerica Insurance & Investment Group Experience 1997 - 2000
Job Insurance Professional
Industry Insurance
Experience
The Hartford  August 2007 - Present
C and K Solutions   March 2007 - Present
The Hartford Insurance Group  2007 - Present
Aegon/Transamerica  October 1997 - June 2000
Transamerica Insurance & Investment Group   1997 - 2000
American States   February 1992 - July 1997

Education
Indiana State University   1984 — 1989

Cherryl Gruetze, ACS, ALMI Cherryl Gruetze, ACS, ALMI Kansas City, Missouri Area Details
Cherryl Gruetze, ACS, ALMI's Transamerica Insurance & Investment Group Experience 1997 - 2007
Job New Business Representative at Americo Financial Life and Annuity
Industry Insurance
Experience
Americo Financial Life and Annuity  April 2012 - Present
Independent Insurance Brokerage Concepts International   February 2011 - April 2012
Insurance Designers of America   February 2010 - February 2011
Aflac  October 2007 - August 2010
Aegon/Transamerica USA   1997 - 2007
Transamerica Insurance & Investment Group   1997 - 2007
Independent Grocers Association   January 1994 - April 1997

Skills
Insurance, Disability Insurance, Customer Service, Fixed Annuities, Long-term Care, Term Life Insurance, Outlook, Underwriting, Medicare, Leadership, Office Management, Healthcare, Microsoft Word, Process Improvement, PowerPoint, Staff Development, Team Leadership

Education
University of Phoenix   2005 — 2007
Bachelor's, Management

Metropolitan Community College   1995 — 1997
Paralegal and General Studies

Scott Schwarz Scott Schwarz Kansas City, Missouri Area Details
Scott Schwarz's Transamerica Insurance & Investment Group Experience June 1994 - June 2007
Job Manager, New Business at Americo Financial Life and Annuity
Industry Facilities Services
Experience
Americo Financial Life and Annuity  July 2012 - Present
Superior Floor Care, Inc   September 2009 - July 2012
Transamerica Insurance & Investment Group   June 1994 - June 2007
American Trust Administrators  August 1987 - June 1994

Skills
Process Improvement, Change Management, Insurance, Life Insurance, Fixed Annuities, Team Building, Underwriting, Strategic Planning, Coaching, Training, Relationship Management, Sales, Risk Management, Negotiation, Leadership, Marketing, Project Management, Account Management, Financial Analysis, Management, Investments, Customer Service, New Business Development, Networking, Start-ups, Business Development

Education
University of Illinois at Urbana-Champaign   1983 — 1987
BS, Statistics

H. David Everly H. David Everly Greater Los Angeles Area Details
H. David Everly's Transamerica Insurance & Investment Group Experience 2000 - Present
Job Sales Vice President at Transamerica
Industry Insurance
Experience
Transamerica/AEGON USA, Inc.   2013 - Present
Transamerica Insurance & Investment Group   2000 - Present
Transamerica  January 2008 - May 2013
Security First Group (MetLife)   November 1997 - October 2000

Skills
Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Term Life Insurance, Retirement Planning, Retirement, Estate Planning, Long-term Care, Wealth, Wealth Management, Sales, Series 7, Health Insurance, Universal Life, Underwriting, Long Term Care Insurance, 401k, Series 6, Financial Planners, Whole Life, Series 63, Variable Annuities, Mutual Funds, Financial Advisory, Critical Illness, Strategic Financial..., IRAs, Pensions, Wealth Accumulation, Employee Benefits, FINRA, Financial Services, Financial Planning

Education
University of California, Los Angeles   2003 — 2003

Mt. San Antonio College   1980 — 1982
none, Accounting

Valerie Watson Valerie Watson Greater Los Angeles Area Details
Valerie Watson's Transamerica Insurance & Investment Group Experience May 2005 - February 2006
Job Editor • Proofreader • Writer
Industry Writing and Editing
Experience
Self-Employed  June 2013 - Present
Creative Circle  March 2014 - Present
MXM (Meredith Xcelerated Marketing)   June 2014 - June 2015
Beachbody  April 2009 - June 2013
Jack Morton Worldwide  October 2008 - March 2009
Match Creative Talent  August 2006 - March 2009
Rev-Ola Records/Cherry Red Records/NOW Designs   April 2002 - March 2009
George P. Johnson Company  November 2006 - January 2007
Transamerica Insurance & Investment Group   May 2005 - February 2006
Self-Employed  September 2003 - February 2006

Skills
Television, Film Production, Comedy, Editing, Music, Entertainment, Film, Creative Writing, Video, Drama, Final Draft, Press Releases, Screenwriting, Proofreading, Singing, Newsletters, Email Marketing, Storytelling

Education
Bowdoin College
Bachelor of Arts (B.A.), English Literature

San Diego State University-California State University
MA, Telecommunications and Film

Ginger L. Burke Ginger L. Burke Kansas City, Missouri Area Details
Ginger L. Burke's Transamerica Insurance & Investment Group Experience December 1997 - Present
Job Account Manager Transamerica Life Insurance Company
Industry Insurance
Experience
Transamerica Insurance & Investment Group   December 1997 - Present
Transamerica  1997 - Present
Transamerica Life Insurance Company  1997 - Present

Education
The University of Kansas
Bachelor of Arts, English

Rick Seger Rick Seger Cedar Rapids, Iowa Area Details
Rick Seger's Transamerica Insurance & Investment Group Experience 2001 - 2012
Job SVP Guaranty Bank & Trust
Industry Banking
Experience
Guaranty Bank & Trust  July 2012 - Present
Transamerica Insurance & Investment Group   2001 - 2012
AEGON USA  1998 - 2012

Skills
Insurance, Life Insurance, Retirement, Fixed Annuities, Retirement Planning, Term Life Insurance, Disability Insurance, Wealth Management, Financial Services, Investments, Strategic Financial..., Long-term Care, Mutual Funds, 401k, IRAs, Pensions, Series 7, Series 6, Employee Benefits, Estate Planning, Asset Allocation, Variable Annuities, Series 63, Financial Planning

Education
University of Iowa College of Law   1982 — 1985
JD

Mt. Mercy college   1980 — 1982
Bachelor of Science (BS), Business Administration and Management, General

Art Cohen Art Cohen Greater Los Angeles Area Details
Art Cohen's Transamerica Insurance & Investment Group Experience January 2001 - June 2008
Job Vice President, Capital Management & Strategic Initiatives at AIG Life and Retirement
Industry Financial Services
Experience
AIG Life and Retirement  March 2013 - Present
AIG Life and Retirement  August 2011 - February 2013
Roll Global  August 2010 - July 2011
ARC Financial Consulting   January 2009 - August 2010
Transamerica Insurance & Investment Group   January 2001 - June 2008
Transamerica Life Companies  July 1987 - December 2000
Transamerica Life Companies  July 1983 - June 1987

Skills
Capital Management, Financial Modeling, Strategic Financial..., Corporate Finance, Reinsurance, Contract Negotiation, Leadership, Accounting, Financial Risk, Actuarial Science, Risk Management

Education
University of Michigan - Stephen M. Ross School of Business   1979 — 1981
MBA

University of California, San Diego   1975 — 1979
BA

Kathleen Beatty Kathleen Beatty Kansas City, Missouri Area Details
Kathleen Beatty's Transamerica Insurance & Investment Group Experience March 2000 - June 2007
Job Experienced Insurance Professional
Industry Insurance
Experience
Farmers Insurance  November 2012 - August 2015
Tripmate, Inc   October 2010 - November 2012
The Hartford 2008-2009   February 2008 - June 2009
Transamerica Insurance & Investment Group   March 2000 - June 2007
Transamerica Insurance & Investment Group   May 2000 - October 2000

Skills
SOX, State Compliance, Problem Solving, Administration, Team Building, Claims, Insurance, Compliance, Process Improvement, Customer Service, Access, Hiring, Outlook, Excel, Word, Accounting, Customer Relations, PowerPoint, Microsoft Office, Operations Management, Performance Management, Coaching, Quality Assurance

Education
University of Missouri-Kansas City   1990 — 1993
MA, Political Science

Rockhurst University   1981 — 1985
BA, Admin of Justice, Political Science