Transamerica Insurance & Investment Group
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Transamerica Insurance & Investment Group Employees
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 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
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
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
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
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
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
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
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
LPL July 2003 - Present
Transamerica Insurance & Investment Group 2001 - 2003
Associated Securities Corp. 1999 - 2001
Education
University of California, Los Angeles
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
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
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
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
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
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
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
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
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
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