Transamerica Life and Protection
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Transamerica Life and Protection Employees
Employee
Years
Job
Industry
Sarah Lamont Sarah Lamont's Transamerica Life and Protection Experience January 2007 - Present
Job Learning Analyst at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection January 2007 - Present
Transamerica Life and Protection May 1999 - January 2007
Raymond James Financial Inc. October 1997 - May 1999
Education
Pasco-Hernando Community College 1994 — 1996
Transamerica Life and Protection January 2007 - Present
Transamerica Life and Protection May 1999 - January 2007
Raymond James Financial Inc. October 1997 - May 1999
Education
Pasco-Hernando Community College 1994 — 1996
Gloria Shuster Gloria Shuster's Transamerica Life and Protection Experience September 1991 - December 2011
Job Manager at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection September 1991 - December 2011
Barclays Bank September 1981 - June 1988
Thomas Cook Group September 1980 - September 1981
American Express March 1969 - May 1976
Education
Brooklyn College 1963 — 1967
Bachelor of Arts (B.A.), Psychology
Transamerica Life and Protection September 1991 - December 2011
Barclays Bank September 1981 - June 1988
Thomas Cook Group September 1980 - September 1981
American Express March 1969 - May 1976
Education
Brooklyn College 1963 — 1967
Bachelor of Arts (B.A.), Psychology
Julie Cowan Julie Cowan's Transamerica Life and Protection Experience November 1998 - Present
Job Marketing Operations Support at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection November 1998 - Present
Skills
Management, Direct Marketing, Insurance, CRM, Marketing Strategy, Account Management, Customer Retention, Strategy, Lead Generation, Sales
Education
Angelo State University
Marketing, Marketing
Transamerica Life and Protection November 1998 - Present
Skills
Management, Direct Marketing, Insurance, CRM, Marketing Strategy, Account Management, Customer Retention, Strategy, Lead Generation, Sales
Education
Angelo State University
Marketing, Marketing
Jeffrey Bovre Jeffrey Bovre's Transamerica Life and Protection Experience August 2012 - Present
Job Project Manager at transamerica life and protection
Industry Insurance
Experience
transamerica life and protection August 2012 - Present
AEGON June 2006 - August 2012
Skills
Management, XP, Technical Support, SQL
Education
The University of Texas at Dallas 2008 — 2011
BS, Computer Science
transamerica life and protection August 2012 - Present
AEGON June 2006 - August 2012
Skills
Management, XP, Technical Support, SQL
Education
The University of Texas at Dallas 2008 — 2011
BS, Computer Science
Cindy Hammonds Cindy Hammonds's Transamerica Life and Protection Experience August 1981 - Present
Job Senior Compliance Analyst at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection August 1981 - Present
JCPenney Life Insurance Company July 1981 - August 2001
Skills
Insurance, Health Insurance, Life Insurance, Process Improvement, Business Analysis, Training, Leadership, Compliance, Financial Risk, Employee Benefits, Customer Service, Analysis, Medicare, Strategic Planning, Team Building, Management
Education
Southwest Texas State University 1975 — 1978
Bachelor of Science (BS), Mathematics
Transamerica Life and Protection August 1981 - Present
JCPenney Life Insurance Company July 1981 - August 2001
Skills
Insurance, Health Insurance, Life Insurance, Process Improvement, Business Analysis, Training, Leadership, Compliance, Financial Risk, Employee Benefits, Customer Service, Analysis, Medicare, Strategic Planning, Team Building, Management
Education
Southwest Texas State University 1975 — 1978
Bachelor of Science (BS), Mathematics
Jeanne (Piasecki) Robichaud, MBA Jeanne (Piasecki) Robichaud, MBA's Transamerica Life and Protection Experience June 2007 - January 2012
Job Senior Business Analyst at AIG
Industry Insurance
Experience
AIG November 2014 - Present
AIG via HireGenics, Inc. May 2013 - November 2014
Transamerica Life and Protection June 2007 - January 2012
AIG January 2002 - June 2007
Prudential Property and Casualty 1987 - 2000
Skills
Financial Analysis, Financial Reporting, Insurance, Analysis, Underwriting, CO-PA, Reinsurance, Finance, Risk Management, Leadership, Profitability Analysis, Team Building, Process Improvement, Management, Employee Benefits, Project Planning, Negotiation, Accounting, Financial Services, Access, Financial Risk, Vendor Management, Banking, Change Management
Education
Monmouth University 1999 — 2002
MBA, Business
The University of Connecticut
BGS, Economics & Statistics
AIG November 2014 - Present
AIG via HireGenics, Inc. May 2013 - November 2014
Transamerica Life and Protection June 2007 - January 2012
AIG January 2002 - June 2007
Prudential Property and Casualty 1987 - 2000
Skills
Financial Analysis, Financial Reporting, Insurance, Analysis, Underwriting, CO-PA, Reinsurance, Finance, Risk Management, Leadership, Profitability Analysis, Team Building, Process Improvement, Management, Employee Benefits, Project Planning, Negotiation, Accounting, Financial Services, Access, Financial Risk, Vendor Management, Banking, Change Management
Education
Monmouth University 1999 — 2002
MBA, Business
The University of Connecticut
BGS, Economics & Statistics
La'Toya Ray, CPA La'Toya Ray, CPA's Transamerica Life and Protection Experience July 2008 - September 2011
Job CEO at Fresh Start Tax & Accounting, LLC
Industry Accounting
Experience
Fresh Start Tax & Accounting, LLC January 2007 - Present
Transamerica Life and Protection July 2008 - September 2011
Wall & Associates, Inc December 2006 - April 2008
Virginia Outdoors Foundation August 2005 - December 2006
Skills
Auditing, Accounts Receivable, Budgets, Tax, Accounting, Accounts Payable, Payroll, Managerial Finance, Internal Controls, Account Reconciliation, Financial Statements, Strategic Financial..., Tax Preparation, Bookkeeping, Microsoft Excel, Management, Internal Audit, Tax Returns, Analysis, CPA, Fixed Assets, Variance Analysis
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2006
B.S., Accounting
University of Baltimore
MS, Taxation
Fresh Start Tax & Accounting, LLC January 2007 - Present
Transamerica Life and Protection July 2008 - September 2011
Wall & Associates, Inc December 2006 - April 2008
Virginia Outdoors Foundation August 2005 - December 2006
Skills
Auditing, Accounts Receivable, Budgets, Tax, Accounting, Accounts Payable, Payroll, Managerial Finance, Internal Controls, Account Reconciliation, Financial Statements, Strategic Financial..., Tax Preparation, Bookkeeping, Microsoft Excel, Management, Internal Audit, Tax Returns, Analysis, CPA, Fixed Assets, Variance Analysis
Education
Virginia Polytechnic Institute and State University - Pamplin College of Business 2002 — 2006
B.S., Accounting
University of Baltimore
MS, Taxation
Pete Adkins Pete Adkins's Transamerica Life and Protection Experience July 2010 - Present
Job President
Industry Financial Services
Experience
Transamerica Life and Protection July 2010 - Present
Transamerica April 2008 - July 2010
OneAmerica 2001 - 2007
Amerus 1987 - 2001
Southwestern Life 1983 - 1987
Skills
Fixed Annuities, Sales, Series 7, Insurance, Securities, Health Insurance, Employee Benefits, Sales Management, Financial Advisory, Financial Services, New Business Development
Education
The Ohio State University 1980 — 1983
B.S., Marketing
Transamerica Life and Protection July 2010 - Present
Transamerica April 2008 - July 2010
OneAmerica 2001 - 2007
Amerus 1987 - 2001
Southwestern Life 1983 - 1987
Skills
Fixed Annuities, Sales, Series 7, Insurance, Securities, Health Insurance, Employee Benefits, Sales Management, Financial Advisory, Financial Services, New Business Development
Education
The Ohio State University 1980 — 1983
B.S., Marketing
Véronique Harris's Transamerica Life and Protection Experience June 2010 - Present
Job at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection June 2010 - Present
AEGON Direct Marketing Services June 2008 - June 2010
AEGON Direct Marketing Services January 2005 - May 2008
Assurant Solutions July 2001 - December 2004
Assurant Solutions April 1997 - July 2001
Prudential Healthcare June 1988 - April 1997
US Air Force January 1981 - April 1988
Skills
Health Insurance, Life Insurance, Disability Insurance, General Insurance, Electronic Filing, Insurance, Regulatory Filings, P&C Insurance, Auditing, 401k, Analysis, Process Improvement, Time Management, Vendor Management, Retirement, Medicare, Mutual Funds, Human Resources, Financial Services, Property & Casualty...
Education
American InterContinental University 2001 — 2003
General Business Administration
Art Institute of Atlanta 1988 — 1990
Applied Photography
Transamerica Life and Protection June 2010 - Present
AEGON Direct Marketing Services June 2008 - June 2010
AEGON Direct Marketing Services January 2005 - May 2008
Assurant Solutions July 2001 - December 2004
Assurant Solutions April 1997 - July 2001
Prudential Healthcare June 1988 - April 1997
US Air Force January 1981 - April 1988
Skills
Health Insurance, Life Insurance, Disability Insurance, General Insurance, Electronic Filing, Insurance, Regulatory Filings, P&C Insurance, Auditing, 401k, Analysis, Process Improvement, Time Management, Vendor Management, Retirement, Medicare, Mutual Funds, Human Resources, Financial Services, Property & Casualty...
Education
American InterContinental University 2001 — 2003
General Business Administration
Art Institute of Atlanta 1988 — 1990
Applied Photography
Dan Elliott Dan Elliott's Transamerica Life and Protection Experience September 2011 - December 2013
Job Forward thinking and dynamic leader with an uncommon blend of entrepreneurial and corporate experience.
Industry Financial Services
Experience
Edgewood Financial Network - a Transamerica Company September 2011 - June 2014
Transamerica Life and Protection September 2011 - December 2013
Life Investors Financial Group, Inc. an AEGON company October 2009 - September 2011
Citigroup - Tower Square Securities, Inc. (Travelers’ Retail Broker/Dealer) 1997 - 2009
Affiliated Marketing Group February 1993 - February 2008
R. E. Lee Group 1991 - 1993
Travelers Insurance Company December 1984 - January 1991
Skills
Insurance, Financial Services, Sales Management, Life Insurance, Leadership, Business Development, Strategy, Sales, Negotiation, Retirement Planning, Fixed Annuities, Business Analysis, Business Planning, Finance, Mergers & Acquisitions, Organizational..., Selling, Strategic Planning, Strategic Partnerships, Financial Analysis, CRM, Marketing Management, Start-ups, Change Management, Team Building, Management
Education
University of South Carolina-Columbia 1979 — 1984
BA, Economics
FINRA
Series 7, 24, 63
Edgewood Financial Network - a Transamerica Company September 2011 - June 2014
Transamerica Life and Protection September 2011 - December 2013
Life Investors Financial Group, Inc. an AEGON company October 2009 - September 2011
Citigroup - Tower Square Securities, Inc. (Travelers’ Retail Broker/Dealer) 1997 - 2009
Affiliated Marketing Group February 1993 - February 2008
R. E. Lee Group 1991 - 1993
Travelers Insurance Company December 1984 - January 1991
Skills
Insurance, Financial Services, Sales Management, Life Insurance, Leadership, Business Development, Strategy, Sales, Negotiation, Retirement Planning, Fixed Annuities, Business Analysis, Business Planning, Finance, Mergers & Acquisitions, Organizational..., Selling, Strategic Planning, Strategic Partnerships, Financial Analysis, CRM, Marketing Management, Start-ups, Change Management, Team Building, Management
Education
University of South Carolina-Columbia 1979 — 1984
BA, Economics
FINRA
Series 7, 24, 63
Danna Wilson Danna Wilson's Transamerica Life and Protection Experience August 2011 - October 2012
Job Complex Research Representative at Transamerica Life Insurance Company
Industry Financial Services
Experience
Transamerica Life Insurance Company November 2013 - Present
Transamerica Retirement Solutions/Diversified Retirement Corporation October 2012 - Present
Transamerica Life and Protection August 2011 - October 2012
Macy's Furniture and Bedding Customer Service October 2009 - August 2011
Danna Wilson, Creative Dance and Fitness Consultant March 1996 - October 2009
USAA Insurance January 1991 - March 1996
USAA Insurance January 1991 - March 1996
Kmart Co January 1985 - January 1996
Crossland, Carteret & World Savings Banks September 1986 - January 1991
Skills
Life Insurance, Retirement Planning, Regulatory Compliance, Mutual Funds, Series 6, Retirement Plan..., IRAs, Variable Life, Property & Casualty..., Retail Banking, Communication Skills, Customer Satisfaction, Customer Retention, Asset Allocation
Education
University of Florida - Warrington College Of Business 1981 — 1985
BS/Business Administration, Marketing
American International College of London 1984 — 1984
International Business
LOMA
Insurance Institute of America
Certificate in General Insurance, Professional Developement
Transamerica Life Insurance Company November 2013 - Present
Transamerica Retirement Solutions/Diversified Retirement Corporation October 2012 - Present
Transamerica Life and Protection August 2011 - October 2012
Macy's Furniture and Bedding Customer Service October 2009 - August 2011
Danna Wilson, Creative Dance and Fitness Consultant March 1996 - October 2009
USAA Insurance January 1991 - March 1996
USAA Insurance January 1991 - March 1996
Kmart Co January 1985 - January 1996
Crossland, Carteret & World Savings Banks September 1986 - January 1991
Skills
Life Insurance, Retirement Planning, Regulatory Compliance, Mutual Funds, Series 6, Retirement Plan..., IRAs, Variable Life, Property & Casualty..., Retail Banking, Communication Skills, Customer Satisfaction, Customer Retention, Asset Allocation
Education
University of Florida - Warrington College Of Business 1981 — 1985
BS/Business Administration, Marketing
American International College of London 1984 — 1984
International Business
LOMA
Insurance Institute of America
Certificate in General Insurance, Professional Developement
Sarah Angelo-Haight Sarah Angelo-Haight's Transamerica Life and Protection Experience September 2011 - Present
Job Front Line Manager at Transamerica
Industry Insurance
Experience
Transamerica Life and Protection September 2011 - Present
AEGON Americas (Transamerica) August 2008 - September 2011
Mr. Movies August 2006 - December 2007
ZOOTS July 2005 - August 2006
Skills
Insurance, Customer Service, Coaching, Call Center, Customer Satisfaction, Employee Benefits, Performance Management, Customer Experience, Team Building, Outlook, Life Insurance, Training, Customer Retention, Employee Relations, Microsoft Excel, Change Management, Process Improvement
Education
Capella University 2011 — 2014
Bachelor of Arts, Business Management and Leadership
University of Phoenix/AXIA College
Associate of Arts, Early Elementary Education
Transamerica Life and Protection September 2011 - Present
AEGON Americas (Transamerica) August 2008 - September 2011
Mr. Movies August 2006 - December 2007
ZOOTS July 2005 - August 2006
Skills
Insurance, Customer Service, Coaching, Call Center, Customer Satisfaction, Employee Benefits, Performance Management, Customer Experience, Team Building, Outlook, Life Insurance, Training, Customer Retention, Employee Relations, Microsoft Excel, Change Management, Process Improvement
Education
Capella University 2011 — 2014
Bachelor of Arts, Business Management and Leadership
University of Phoenix/AXIA College
Associate of Arts, Early Elementary Education
Tonya Ulery Tonya Ulery's Transamerica Life and Protection Experience May 2009 - September 2013
Job VP Claims and Customer Service at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life Insurance Company 2013 - Present
Transamerica Life and Protection May 2009 - September 2013
HealthMarkets March 2004 - May 2009
UICI March 1993 - March 2004
Skills
Strategic Planning, Business Development, Lead Generation, Outbound Marketing, call center operations, Contact Center..., Recruiting, Motivation, Incentive Programs, Quality Assurance, Global Regulatory..., Training, Inbound Marketing, Inbound Lead Generation, Operations Management, Long Term Care Insurance, Leadership, Strategy, Insurance, Project Planning, Business Process, Risk Management, Claim Investigation, Contact Centers, Claims Handling, Team Building, Claims Management, Long-term Care, Budgets, Call Centers, Employee Benefits
Education
University of Oklahoma 1996 — 2001
Transamerica Life Insurance Company 2013 - Present
Transamerica Life and Protection May 2009 - September 2013
HealthMarkets March 2004 - May 2009
UICI March 1993 - March 2004
Skills
Strategic Planning, Business Development, Lead Generation, Outbound Marketing, call center operations, Contact Center..., Recruiting, Motivation, Incentive Programs, Quality Assurance, Global Regulatory..., Training, Inbound Marketing, Inbound Lead Generation, Operations Management, Long Term Care Insurance, Leadership, Strategy, Insurance, Project Planning, Business Process, Risk Management, Claim Investigation, Contact Centers, Claims Handling, Team Building, Claims Management, Long-term Care, Budgets, Call Centers, Employee Benefits
Education
University of Oklahoma 1996 — 2001
Fred Walker Fred Walker's Transamerica Life and Protection Experience January 2011 - January 2012
Job VP of Professional Development at Transamerica Agency Network, Inc.
Industry Insurance
Experience
Transamerica Agency Network, Inc. January 2012 - Present
Transamerica Life and Protection January 2011 - January 2012
AEGON 2008 - 2011
Life Investors Financial Group, Inc. 2005 - 2008
Life Investors Insurance Company 2002 - 2005
Skills
Insurance, Fixed Annuities, Training
Education
The University of South Dakota 1986 — 1988
M. A., Education
Iowa State University 1974 — 1978
B.S., Education
Transamerica Agency Network, Inc. January 2012 - Present
Transamerica Life and Protection January 2011 - January 2012
AEGON 2008 - 2011
Life Investors Financial Group, Inc. 2005 - 2008
Life Investors Insurance Company 2002 - 2005
Skills
Insurance, Fixed Annuities, Training
Education
The University of South Dakota 1986 — 1988
M. A., Education
Iowa State University 1974 — 1978
B.S., Education
Carl A. (Skip) Nees - PMP Carl A. (Skip) Nees - PMP's Transamerica Life and Protection Experience October 2012 - April 2014
Job Available for Assignment Fall 2015
Industry Information Technology and Services
Experience
Maryland Department of the Environment October 2014 - June 2015
Transamerica Life and Protection October 2012 - April 2014
Danfoss April 2012 - October 2012
Stanley Black & Decker Corporation November 2002 - October 2011
Black & Decker Corporation January 1999 - November 2002
Black & Decker Corporation July 1997 - December 1998
Black & Decker Corporation May 1994 - June 1997
United States Fidelity & Guaranty 1989 - 1994
Intercontinental Consultants Corp. 1988 - 1989
Crown Central Petroleum Corp. 1986 - 1988
Skills
Forecasting, Project Planning, Sales Management, Process Improvement, Analysis, Budgets, Management, SAP, Customer Service, Leadership, Product Management, Project Management, Sales, Strategic Planning, Business Analysis, Training, Change Management, Supply Chain Management, Contract Negotiation, Sales Operations, Team Building, Key Account Management, Product Marketing, Cross-functional Team..., Account Management, Software Documentation, Marketing, Product Development, Finance, Human Resources, Negotiation, Supply Chain, Access, Mergers & Acquisitions, Pricing, Program Management, PMO, Business Strategy, CRM, Team Management, Team Leadership, Operations Management, Competitive Analysis, Integration, Business Process..., Strategy, Vendor Management, Business Intelligence, Six Sigma, P&L Management
Education
University of Baltimore 1982 — 1987
BS, Business Management, Information Technologies
Baltimore Polytechnic Institute
Maryland Department of the Environment October 2014 - June 2015
Transamerica Life and Protection October 2012 - April 2014
Danfoss April 2012 - October 2012
Stanley Black & Decker Corporation November 2002 - October 2011
Black & Decker Corporation January 1999 - November 2002
Black & Decker Corporation July 1997 - December 1998
Black & Decker Corporation May 1994 - June 1997
United States Fidelity & Guaranty 1989 - 1994
Intercontinental Consultants Corp. 1988 - 1989
Crown Central Petroleum Corp. 1986 - 1988
Skills
Forecasting, Project Planning, Sales Management, Process Improvement, Analysis, Budgets, Management, SAP, Customer Service, Leadership, Product Management, Project Management, Sales, Strategic Planning, Business Analysis, Training, Change Management, Supply Chain Management, Contract Negotiation, Sales Operations, Team Building, Key Account Management, Product Marketing, Cross-functional Team..., Account Management, Software Documentation, Marketing, Product Development, Finance, Human Resources, Negotiation, Supply Chain, Access, Mergers & Acquisitions, Pricing, Program Management, PMO, Business Strategy, CRM, Team Management, Team Leadership, Operations Management, Competitive Analysis, Integration, Business Process..., Strategy, Vendor Management, Business Intelligence, Six Sigma, P&L Management
Education
University of Baltimore 1982 — 1987
BS, Business Management, Information Technologies
Baltimore Polytechnic Institute
Annie Young's Transamerica Life and Protection Experience July 1997 - Present
Job Assistant VicePresident and Actuary at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection July 1997 - Present
Optimum Re Insurance Company October 1993 - July 1997
Skills
Actuarial Science, Reinsurance, Life Insurance, Valuation, Insurance, Pricing, Financial Services, Financial Risk, Actuaries, Pensions, Risk Management, Underwriting, FSA, Fixed Annuities, Enterprise Risk..., Analysis, General Insurance, Employee Benefits, Solvency II, ALM
Education
Université de Montréal 1990 — 1993
Mathematics, Actuarial Science
Transamerica Life and Protection July 1997 - Present
Optimum Re Insurance Company October 1993 - July 1997
Skills
Actuarial Science, Reinsurance, Life Insurance, Valuation, Insurance, Pricing, Financial Services, Financial Risk, Actuaries, Pensions, Risk Management, Underwriting, FSA, Fixed Annuities, Enterprise Risk..., Analysis, General Insurance, Employee Benefits, Solvency II, ALM
Education
Université de Montréal 1990 — 1993
Mathematics, Actuarial Science
Sophia (Thi) Dao Sophia (Thi) Dao's Transamerica Life and Protection Experience December 2005 - November 2011
Job Actuary at Genworth Financial
Industry Insurance
Experience
Genworth Financial April 2014 - Present
MetLife November 2011 - April 2014
Transamerica Life and Protection December 2005 - November 2011
Lincoln Financial Group June 2005 - December 2005
Great American Financial Resources June 2003 - May 2005
Pacific Guardian Life June 1999 - June 2003
Skills
Risk Management, Enterprise Risk..., Financial Analysis, Financial Reporting, Capital Management, People Management, Financial Modeling, Actuarial Science, Insurance, Statistics, Reinsurance, Health Insurance, Financial Projections, Risk Analysis, Excel, Modeling, Valuation, Microsoft Office, Reserving, Life Insurance, TAS, GGY Axis, Prophet, BS, Time Management, Project Management, Embedded Value, Solvency II, US GAAP, Solvency, ALM, CFT, Microsoft Excel, Fixed Annuities
Education
University of Hawaii at Manoa 1994 — 1999
BS, Math
University of Hawaii at Manoa 1994 — 1999
BA, Philosophy
Genworth Financial April 2014 - Present
MetLife November 2011 - April 2014
Transamerica Life and Protection December 2005 - November 2011
Lincoln Financial Group June 2005 - December 2005
Great American Financial Resources June 2003 - May 2005
Pacific Guardian Life June 1999 - June 2003
Skills
Risk Management, Enterprise Risk..., Financial Analysis, Financial Reporting, Capital Management, People Management, Financial Modeling, Actuarial Science, Insurance, Statistics, Reinsurance, Health Insurance, Financial Projections, Risk Analysis, Excel, Modeling, Valuation, Microsoft Office, Reserving, Life Insurance, TAS, GGY Axis, Prophet, BS, Time Management, Project Management, Embedded Value, Solvency II, US GAAP, Solvency, ALM, CFT, Microsoft Excel, Fixed Annuities
Education
University of Hawaii at Manoa 1994 — 1999
BS, Math
University of Hawaii at Manoa 1994 — 1999
BA, Philosophy
Scott Forney Scott Forney's Transamerica Life and Protection Experience August 2013 - October 2014
Job Attorney at Bernstein & Feldman, P.A.
Industry Law Practice
Experience
Bernstein & Feldman, P.A. June 2015 - Present
Hartman and Egeli, LLP October 2014 - June 2015
Transamerica Life and Protection August 2013 - October 2014
Wells Fargo April 2013 - September 2013
Baltimore CASH Campaign January 2013 - April 2013
Donovan & Rainie, LLC January 2013 - April 2013
Rosenberg Martin Greenberg, LLP May 2011 - August 2011
Office of Chief Counsel, IRS January 2011 - May 2011
Kallina & Associates, LLC May 2010 - December 2010
Prince George's County State's Attorney's Office May 2010 - August 2010
Skills
Legal Writing, Legal Research, Financial Analysis, Strategic Financial..., Tax, Mergers & Acquisitions, Securities Litigation, Tax Law, Litigation, Finance
Education
University of Maryland School of Law 2010 — 2012
Juris Doctor (J.D.), Business Law
University of Baltimore School of Law 2009 — 2010
J.D., Law
Salisbury University - Perdue School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance
Bernstein & Feldman, P.A. June 2015 - Present
Hartman and Egeli, LLP October 2014 - June 2015
Transamerica Life and Protection August 2013 - October 2014
Wells Fargo April 2013 - September 2013
Baltimore CASH Campaign January 2013 - April 2013
Donovan & Rainie, LLC January 2013 - April 2013
Rosenberg Martin Greenberg, LLP May 2011 - August 2011
Office of Chief Counsel, IRS January 2011 - May 2011
Kallina & Associates, LLC May 2010 - December 2010
Prince George's County State's Attorney's Office May 2010 - August 2010
Skills
Legal Writing, Legal Research, Financial Analysis, Strategic Financial..., Tax, Mergers & Acquisitions, Securities Litigation, Tax Law, Litigation, Finance
Education
University of Maryland School of Law 2010 — 2012
Juris Doctor (J.D.), Business Law
University of Baltimore School of Law 2009 — 2010
J.D., Law
Salisbury University - Perdue School of Business 2003 — 2007
Bachelor of Science (B.S.), Finance
Jim Stoddard, MBA, ChFC, CLU Jim Stoddard, MBA, ChFC, CLU's Transamerica Life and Protection Experience January 2006 - April 2012
Job CEO at Incight Financial Alliance
Industry Financial Services
Experience
Incight Financial Alliance January 2015 - Present
Incight Strategic Consulting April 2012 - Present
University of South Florida - St. Petersburg June 2013 - Present
Transamerica Life and Protection January 2006 - April 2012
WFG Reinsurance, Limited 2006 - April 2012
Investment Advisors International 2006 - 2008
Western Reserve Life 2004 - 2006
West Coast Financial 2002 - 2004
Great Companies, LLC 2000 - 2002
Franklin Templeton Investments 1993 - 1998
Skills
Strategic Planning, Start-ups, Business Development, Entrepreneurship, Management, Retirement Planning, Business Strategy, Business Planning, Team Building, Risk Management, Marketing Strategy, Sales Management, New Business Development, Coaching, Team Leadership, Process Improvement, Fixed Annuities, Investments, Management Consulting, Insurance, Marketing, Mutual Funds, Business Analysis
Education
University of South Florida 1998 — 2000
MBA, Entrepreneurship, International Business, Management
University of South Florida 1991 — 1994
BA, Finance, Economics
The American College 2008 — 2008
CLU, Insurance
The American College 2006 — 2007
ChFC, Financial Planning
Incight Financial Alliance January 2015 - Present
Incight Strategic Consulting April 2012 - Present
University of South Florida - St. Petersburg June 2013 - Present
Transamerica Life and Protection January 2006 - April 2012
WFG Reinsurance, Limited 2006 - April 2012
Investment Advisors International 2006 - 2008
Western Reserve Life 2004 - 2006
West Coast Financial 2002 - 2004
Great Companies, LLC 2000 - 2002
Franklin Templeton Investments 1993 - 1998
Skills
Strategic Planning, Start-ups, Business Development, Entrepreneurship, Management, Retirement Planning, Business Strategy, Business Planning, Team Building, Risk Management, Marketing Strategy, Sales Management, New Business Development, Coaching, Team Leadership, Process Improvement, Fixed Annuities, Investments, Management Consulting, Insurance, Marketing, Mutual Funds, Business Analysis
Education
University of South Florida 1998 — 2000
MBA, Entrepreneurship, International Business, Management
University of South Florida 1991 — 1994
BA, Finance, Economics
The American College 2008 — 2008
CLU, Insurance
The American College 2006 — 2007
ChFC, Financial Planning
William Logan William Logan's Transamerica Life and Protection Experience October 2011 - March 2013
Job Actuarial Assistant at Aegon
Industry Insurance
Experience
Aegon April 2015 - Present
Aegon March 2013 - April 2015
Transamerica Life and Protection October 2011 - March 2013
AEGON Direct Marketing Services May 2010 - October 2011
AEGON Direct Marketing Services June 2005 - May 2010
Skills
Actuarial Science, Microsoft Excel, Insurance, Microsoft Word, Financial Modeling
Education
Towson University 2004 — 2009
Bachelor of Science (BS), Mathematics and Economics
Aegon April 2015 - Present
Aegon March 2013 - April 2015
Transamerica Life and Protection October 2011 - March 2013
AEGON Direct Marketing Services May 2010 - October 2011
AEGON Direct Marketing Services June 2005 - May 2010
Skills
Actuarial Science, Microsoft Excel, Insurance, Microsoft Word, Financial Modeling
Education
Towson University 2004 — 2009
Bachelor of Science (BS), Mathematics and Economics
Carol Davies's Transamerica Life and Protection Experience November 2010 - June 2013
Job Sr. Vice President Technology Services at Transamerica
Industry Insurance
Experience
Transamerica August 2012 - Present
Transamerica Life and Protection November 2010 - June 2013
Monumental Life Insurance Company May 1979 - March 2012
AEGON USA, Inc November 1997 - November 2010
Belvedere Condos 2005 - 2010
Capital Holding Corporation 1990 - 1997
B & K Instant Printing May 1977 - May 1979
Skills
Health Insurance, Process Improvement, Risk Management, Business Analysis, Information Management, Life Insurance, Insurance Operations, New Business Development, Employee Benefits, Business Intelligence, Investments, Team Building, Strategic Planning, Quality Assurance, Training, Project Management, Financial Services, System Administration, Recruiting, Underwriting, Management, Sales Management, Strategic Financial..., Fixed Annuities, Leadership, Vendor Management, Executive Management, Analysis, 401k, Insurance, Information Security, Financial Planning
Education
University of Louisville 1982 — 1987
None, Business
Transamerica August 2012 - Present
Transamerica Life and Protection November 2010 - June 2013
Monumental Life Insurance Company May 1979 - March 2012
AEGON USA, Inc November 1997 - November 2010
Belvedere Condos 2005 - 2010
Capital Holding Corporation 1990 - 1997
B & K Instant Printing May 1977 - May 1979
Skills
Health Insurance, Process Improvement, Risk Management, Business Analysis, Information Management, Life Insurance, Insurance Operations, New Business Development, Employee Benefits, Business Intelligence, Investments, Team Building, Strategic Planning, Quality Assurance, Training, Project Management, Financial Services, System Administration, Recruiting, Underwriting, Management, Sales Management, Strategic Financial..., Fixed Annuities, Leadership, Vendor Management, Executive Management, Analysis, 401k, Insurance, Information Security, Financial Planning
Education
University of Louisville 1982 — 1987
None, Business
Dwight Wood's Transamerica Life and Protection Experience November 2012 - September 2014
Job Vice President, Organizational Capabilities and Community Relations at World Financial Group (WFG)
Industry Financial Services
Experience
World Financial Group (WFG) September 2014 - Present
Transamerica Life and Protection November 2012 - September 2014
World Financial Group (WFG) May 2000 - November 2012
Skills
Coaching, 401k, Leadership Development, Strategic Financial..., Recruiting, Employee Benefits, Team Building, Human Resources, Retirement Planning, Employee Relations, Onboarding, HRIS, Insurance, Applicant Tracking..., Talent Acquisition, Leadership, Management, Strategic Planning, Financial Planning
Education
Saint Leo University
Human Resources Management/Personnel Administration, General
World Financial Group (WFG) September 2014 - Present
Transamerica Life and Protection November 2012 - September 2014
World Financial Group (WFG) May 2000 - November 2012
Skills
Coaching, 401k, Leadership Development, Strategic Financial..., Recruiting, Employee Benefits, Team Building, Human Resources, Retirement Planning, Employee Relations, Onboarding, HRIS, Insurance, Applicant Tracking..., Talent Acquisition, Leadership, Management, Strategic Planning, Financial Planning
Education
Saint Leo University
Human Resources Management/Personnel Administration, General
Tracey Axelrod Tracey Axelrod's Transamerica Life and Protection Experience February 2008 - April 2012
Job Web Development Manager at Transamerica
Industry Information Technology and Services
Experience
Transamerica October 2014 - Present
Good Will Fire Company No. 2 March 2010 - Present
Transamerica April 2012 - September 2014
Transamerica Life and Protection February 2008 - April 2012
Civil Air Patrol January 2008 - April 2012
AEGON (now Transamerica Life and Protection) January 2005 - February 2008
AEGON May 2002 - December 2004
AEGON May 1996 - May 2002
Skills
Web Development, Microsoft SQL Server, HTML, Project Management, VB.NET, C#, Agile Methodologies, Management, .NET, Web Project Management, Social Media, Data Analysis, Graphic Design
Education
West Chester University of Pennsylvania
MA, Holocaust and Genocide Studies
Pennsylvania State University-Great Valley Graduate Center
MS, Management of Information Science
Temple University
BA, Psychology
Cheltenham HS
High School Diploma
Transamerica October 2014 - Present
Good Will Fire Company No. 2 March 2010 - Present
Transamerica April 2012 - September 2014
Transamerica Life and Protection February 2008 - April 2012
Civil Air Patrol January 2008 - April 2012
AEGON (now Transamerica Life and Protection) January 2005 - February 2008
AEGON May 2002 - December 2004
AEGON May 1996 - May 2002
Skills
Web Development, Microsoft SQL Server, HTML, Project Management, VB.NET, C#, Agile Methodologies, Management, .NET, Web Project Management, Social Media, Data Analysis, Graphic Design
Education
West Chester University of Pennsylvania
MA, Holocaust and Genocide Studies
Pennsylvania State University-Great Valley Graduate Center
MS, Management of Information Science
Temple University
BA, Psychology
Cheltenham HS
High School Diploma
Derek Cadden Derek Cadden's Transamerica Life and Protection Experience April 2012 - Present
Job Manager of IT at Transamerica Life Canada
Industry Insurance
Experience
Transamerica Life and Protection April 2012 - Present
Canadian Premier Life Insurance Co. March 1997 - May 2012
Canadian Premier Life Insurance Co. June 1995 - March 1997
Skills
Process Automation, Telecommunications, Project Implementation, IT Management, Disaster Recovery, Data Center, Integration, Application Design, Project Delivery, Business Continuity, Security, Application Development, Business Intelligence, Software Development, Software Design, Call Centers, Process Improvement, Management, Vendor Management, SharePoint, Analysis, Business Analysis
Education
Seneca College of Applied Arts and Technology 1992 — 1995
Computer Programming and Analysis, Programming, networking and database design
Transamerica Life and Protection April 2012 - Present
Canadian Premier Life Insurance Co. March 1997 - May 2012
Canadian Premier Life Insurance Co. June 1995 - March 1997
Skills
Process Automation, Telecommunications, Project Implementation, IT Management, Disaster Recovery, Data Center, Integration, Application Design, Project Delivery, Business Continuity, Security, Application Development, Business Intelligence, Software Development, Software Design, Call Centers, Process Improvement, Management, Vendor Management, SharePoint, Analysis, Business Analysis
Education
Seneca College of Applied Arts and Technology 1992 — 1995
Computer Programming and Analysis, Programming, networking and database design
Lisa Herpin Lisa Herpin's Transamerica Life and Protection Experience 2002 - April 2013
Job Software Developer at RightNow Ministries
Industry Nonprofit Organization Management
Experience
RightNow Ministries April 2013 - Present
Transamerica Life and Protection 2002 - April 2013
AEGON Direct Marketing Services 1997 - 2001
Skills
Visual Basic, SSIS, ASP.NET, Microsoft SQL Server, DB2/SQL, SQL, VB.NET, JavaScript, SQL Server 2000-2008, Oracle SQL, SDLC, Requirements Gathering, MVC, AJAX, Scrum, jQuery, C#, HTML, Dependency Injection, LINQ, Github, Unit Testing, Agile, XML, ASP, Web Services, Informatica, DTS, Crystal Reports, Unix Shell Scripting, Control-M, JCL, FTP, Systems Analysis, T-SQL
Education
Southwestern Oklahoma State University 1993 — 1997
Bachelor of Science, Computer Science
RightNow Ministries April 2013 - Present
Transamerica Life and Protection 2002 - April 2013
AEGON Direct Marketing Services 1997 - 2001
Skills
Visual Basic, SSIS, ASP.NET, Microsoft SQL Server, DB2/SQL, SQL, VB.NET, JavaScript, SQL Server 2000-2008, Oracle SQL, SDLC, Requirements Gathering, MVC, AJAX, Scrum, jQuery, C#, HTML, Dependency Injection, LINQ, Github, Unit Testing, Agile, XML, ASP, Web Services, Informatica, DTS, Crystal Reports, Unix Shell Scripting, Control-M, JCL, FTP, Systems Analysis, T-SQL
Education
Southwestern Oklahoma State University 1993 — 1997
Bachelor of Science, Computer Science
Rose DeLuca Rose DeLuca's Transamerica Life and Protection Experience October 2000 - November 2011
Job
Industry Libraries
Experience
Transamerica Life and Protection October 2000 - November 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Teaching, Management, Requirements Analysis, Business Requirements, Help Desk Support, Cross-functional Team..., Team Building
Education
University of Maryland College Park 2005 — 2007
Master's degree, Library and Information Science
University of Michigan 1994 — 1998
Bachelor's degree, Psychology
Transamerica Life and Protection October 2000 - November 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Outlook, Teaching, Management, Requirements Analysis, Business Requirements, Help Desk Support, Cross-functional Team..., Team Building
Education
University of Maryland College Park 2005 — 2007
Master's degree, Library and Information Science
University of Michigan 1994 — 1998
Bachelor's degree, Psychology
Dean Purvis Dean Purvis's Transamerica Life and Protection Experience July 2004 - October 2011
Job Member of the Board of Directors at A Better World
Industry Nonprofit Organization Management
Experience
A Better World July 2014 - Present
Transamerica Life and Protection July 2004 - October 2011
AEGON (now known as Transmerica Life & Protection 2003 - 2004
Bank of America 1992 - 2002
Bank of America 1989 - 1992
Bank of America 1988 - 1989
Skills
Risk Management, Strategic Partnerships, Leadership, Banking, Financial Services, Insurance, Loans, Retail Banking, Marketing, Product Development, Credit, Investments, Relationship Management, Portfolio Management, Strategic Planning
Education
Iowa State University
Bachelor of Arts, Political Science
A Better World July 2014 - Present
Transamerica Life and Protection July 2004 - October 2011
AEGON (now known as Transmerica Life & Protection 2003 - 2004
Bank of America 1992 - 2002
Bank of America 1989 - 1992
Bank of America 1988 - 1989
Skills
Risk Management, Strategic Partnerships, Leadership, Banking, Financial Services, Insurance, Loans, Retail Banking, Marketing, Product Development, Credit, Investments, Relationship Management, Portfolio Management, Strategic Planning
Education
Iowa State University
Bachelor of Arts, Political Science
Cari Murphy, PMP's Transamerica Life and Protection Experience July 1995 - Present
Job Technology Services at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection July 1995 - Present
JCPenney Direct Marketing Services 1995 - 2001
Andersen Consulting June 1994 - June 1995
Skills
Project Management, SDLC, PMP, Requirements Gathering, Business Intelligence, Business Analysis, Risk Management, Process Improvement, Software Development, Information Technology, Vendor Management, Scrum, Budgets, Program Management, Project Portfolio..., IT Management, Change Management, Analytics, Requirements Analysis, IT Service Management, MS Project, Integration, Insurance, Systems Analysis, Financial Services, Enterprise Architecture, Cross-functional Team..., Databases, E-commerce, Business Process..., Business Process, Microsoft SQL Server, Agile Methodologies, Business Requirements, Disaster Recovery, Oracle, Quality Assurance, Analysis, Software Project..., CRM, SQL, Governance, IT Strategy, Product Management, Team Leadership, Software Documentation, PMO, Resource Management
Education
The University of Texas at Dallas 1993 — 1994
MS, Management Information Systems
Northwestern State University 1988 — 1992
BS, Math
Transamerica Life and Protection July 1995 - Present
JCPenney Direct Marketing Services 1995 - 2001
Andersen Consulting June 1994 - June 1995
Skills
Project Management, SDLC, PMP, Requirements Gathering, Business Intelligence, Business Analysis, Risk Management, Process Improvement, Software Development, Information Technology, Vendor Management, Scrum, Budgets, Program Management, Project Portfolio..., IT Management, Change Management, Analytics, Requirements Analysis, IT Service Management, MS Project, Integration, Insurance, Systems Analysis, Financial Services, Enterprise Architecture, Cross-functional Team..., Databases, E-commerce, Business Process..., Business Process, Microsoft SQL Server, Agile Methodologies, Business Requirements, Disaster Recovery, Oracle, Quality Assurance, Analysis, Software Project..., CRM, SQL, Governance, IT Strategy, Product Management, Team Leadership, Software Documentation, PMO, Resource Management
Education
The University of Texas at Dallas 1993 — 1994
MS, Management Information Systems
Northwestern State University 1988 — 1992
BS, Math
Bradley Brauneker's Transamerica Life and Protection Experience 2000 - Present
Job Business Analyst at Aegon
Industry Insurance
Experience
Transamerica Life and Protection 2000 - Present
Skills
Business Analysis, Insurance, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Visio
Education
University of Central Florida 1993 — 1998
Transamerica Life and Protection 2000 - Present
Skills
Business Analysis, Insurance, Process Improvement, Project Management, Requirements Analysis, Requirements Gathering, SDLC, Visio
Education
University of Central Florida 1993 — 1998
Robbin Hooper, PMP's Transamerica Life and Protection Experience January 2013 - Present
Job Strategy Execution at Transamerica Life and Protection
Industry Information Technology and Services
Experience
Transamerica Life and Protection January 2013 - Present
Transamerica Life & Protection June 2010 - December 2012
Aegon Direct Marketing Services, Inc. November 2000 - June 2010
Strategic Technologies and Systems 2000 - 2000
Project Dynamics, Inc. 1998 - 2000
AutoNation 1996 - 1998
John Alden Life Insurance Company December 1993 - June 1996
Blue Cross and Blue Shield of Maryland April 1986 - December 1993
State of Maryland 1985 - 1986
A. T. Jones and Sons 1983 - 1985
Skills
SDLC, Business Analysis, Vendor Management, Visio, Requirements Analysis, Process Improvement, Requirements Gathering, Disaster Recovery, Insurance, Project Management, Program Management, Integration, Business Continuity, Risk Management, Analysis, Business Intelligence, Business Process, IT Strategy, Business Process..., Project Portfolio...
Education
Villa Julie College 1990 — 1993
BS, MIS
The Johns Hopkins University - Carey Business School 1987 — 1990
MAS, Business - Management
Towson University 1979 — 1983
BA, Business Administration
Transamerica Life and Protection January 2013 - Present
Transamerica Life & Protection June 2010 - December 2012
Aegon Direct Marketing Services, Inc. November 2000 - June 2010
Strategic Technologies and Systems 2000 - 2000
Project Dynamics, Inc. 1998 - 2000
AutoNation 1996 - 1998
John Alden Life Insurance Company December 1993 - June 1996
Blue Cross and Blue Shield of Maryland April 1986 - December 1993
State of Maryland 1985 - 1986
A. T. Jones and Sons 1983 - 1985
Skills
SDLC, Business Analysis, Vendor Management, Visio, Requirements Analysis, Process Improvement, Requirements Gathering, Disaster Recovery, Insurance, Project Management, Program Management, Integration, Business Continuity, Risk Management, Analysis, Business Intelligence, Business Process, IT Strategy, Business Process..., Project Portfolio...
Education
Villa Julie College 1990 — 1993
BS, MIS
The Johns Hopkins University - Carey Business School 1987 — 1990
MAS, Business - Management
Towson University 1979 — 1983
BA, Business Administration
Steve Koehler's Transamerica Life and Protection Experience August 1986 - September 2014
Job Creatively searching for the right position at the right company
Industry Insurance
Experience
the right company October 2014 - Present
Transamerica Life and Protection August 1986 - September 2014
Skills
Outsourcing, Operations Management, Process Improvement, International Business, Call Centers, Call Center, Marketing, Business Strategy, Strategic Planning, Change Management, Project Management, New Business Development, Start-ups, Cross-functional Team..., Strategy, CRM
Education
The University of Texas at Austin 1981 — 1985
BS, Engineering
the right company October 2014 - Present
Transamerica Life and Protection August 1986 - September 2014
Skills
Outsourcing, Operations Management, Process Improvement, International Business, Call Centers, Call Center, Marketing, Business Strategy, Strategic Planning, Change Management, Project Management, New Business Development, Start-ups, Cross-functional Team..., Strategy, CRM
Education
The University of Texas at Austin 1981 — 1985
BS, Engineering
Kenneth Skrocki's Transamerica Life and Protection Experience January 1999 - Present
Job Senior Accounting Manager at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection January 1999 - Present
Washington Nationals September 2006 - September 2007
Skills
Financial Reporting, Financial Analysis, Insurance, Internal Controls, Strategic Financial..., Sarbanes-Oxley Act, Finance
Education
University of Baltimore 1985 — 1987
Transamerica Life and Protection January 1999 - Present
Washington Nationals September 2006 - September 2007
Skills
Financial Reporting, Financial Analysis, Insurance, Internal Controls, Strategic Financial..., Sarbanes-Oxley Act, Finance
Education
University of Baltimore 1985 — 1987
Tina Lakhotia's Transamerica Life and Protection Experience 1999 - Present
Job Manager Broker Dealer Systems Transamerica
Industry Insurance
Experience
AEGON April 2012 - Present
Transamerica Life and Protection 1999 - Present
Education
University of Alabama
AEGON April 2012 - Present
Transamerica Life and Protection 1999 - Present
Education
University of Alabama
Chris Twomley, MBA, PHR's Transamerica Life and Protection Experience September 2011 - October 2012
Job Human Resources Professional
Industry Human Resources
Experience
ADP December 2012 - Present
Transamerica Life and Protection September 2011 - October 2012
St. Joseph's Regional Medical Center August 2008 - September 2011
Enterprise Rent-A-Car December 1993 - March 2008
Skills
Organizational..., Talent Acquisition, Performance Management, Leadership Development, Onboarding, Employee Relations, Succession Planning, Coaching, Applicant Tracking..., HRIS, Talent Management, Recruiting
Education
University of Phoenix 2006 — 2007
MBA, Business Administration
State University of New York at Albany 1989 — 1993
Bachelor of Arts (B.A.), Sociology
World at Work
CCP, Compensation
ADP December 2012 - Present
Transamerica Life and Protection September 2011 - October 2012
St. Joseph's Regional Medical Center August 2008 - September 2011
Enterprise Rent-A-Car December 1993 - March 2008
Skills
Organizational..., Talent Acquisition, Performance Management, Leadership Development, Onboarding, Employee Relations, Succession Planning, Coaching, Applicant Tracking..., HRIS, Talent Management, Recruiting
Education
University of Phoenix 2006 — 2007
MBA, Business Administration
State University of New York at Albany 1989 — 1993
Bachelor of Arts (B.A.), Sociology
World at Work
CCP, Compensation
Hayat Mekonnen's Transamerica Life and Protection Experience June 2007 - November 2012
Job Sr. Accountant at NPL Construction Co.
Industry Accounting
Experience
Transamerica Life and Protection June 2007 - November 2012
Regis and Associates, CPA May 2005 - May 2007
Absolute Mortgage Services October 2004 - May 2005
Ethiopian Airlines July 1997 - April 2004
Skills
US GAAP reporting, IFRS, Statutory Accounting, SOX Compliancy, Financial Reporting, Accounting, GAAP, US GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, General Ledger, Financial Accounting, Auditing, Internal Audit, Managerial Finance, Account Reconciliation, Accounts Payable, Finance, Financial Statements
Education
HiLCoe 2003 — 2004
Addis Ababa University 1997 — 2002
BA
Addis Ababa Commercial Collage 1994 — 1996
Associate
Strayer University (VA)
Transamerica Life and Protection June 2007 - November 2012
Regis and Associates, CPA May 2005 - May 2007
Absolute Mortgage Services October 2004 - May 2005
Ethiopian Airlines July 1997 - April 2004
Skills
US GAAP reporting, IFRS, Statutory Accounting, SOX Compliancy, Financial Reporting, Accounting, GAAP, US GAAP, Sarbanes-Oxley Act, Internal Controls, Financial Analysis, General Ledger, Financial Accounting, Auditing, Internal Audit, Managerial Finance, Account Reconciliation, Accounts Payable, Finance, Financial Statements
Education
HiLCoe 2003 — 2004
Addis Ababa University 1997 — 2002
BA
Addis Ababa Commercial Collage 1994 — 1996
Associate
Strayer University (VA)
Jennifer Cheney's Transamerica Life and Protection Experience March 1993 - Present
Job Actuary at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection March 1993 - Present
Jackson National Life Insurance 1991 - 1993
Skills
Life Insurance, Microsoft Excel, Financial Modeling, Actuarial Science, Insurance, Microsoft Office, Microsoft Word, Access
Education
Southern Methodist University 1986 — 1990
B.A., Mathematics
The University of Edinburgh 1988 — 1989
Mathematics
Transamerica Life and Protection March 1993 - Present
Jackson National Life Insurance 1991 - 1993
Skills
Life Insurance, Microsoft Excel, Financial Modeling, Actuarial Science, Insurance, Microsoft Office, Microsoft Word, Access
Education
Southern Methodist University 1986 — 1990
B.A., Mathematics
The University of Edinburgh 1988 — 1989
Mathematics
Joel Boehme's Transamerica Life and Protection Experience February 2015 - Present
Job Compliance Analyst OCST Administration
Industry Insurance
Experience
Transamerica Life and Protection February 2015 - Present
Transamerica Life & Protection May 2003 - February 2015
Skills
Customer Service, Customer Satisfaction, Management, Research, Technical Support, Microsoft Office 2007, Leadership, Software Documentation, Access, Outlook, Training, Process Improvement, Technical Writing, Team Building, Event Planning, Life Insurance, Editing, Sales, Insurance, Troubleshooting, Microsoft Excel, Microsoft Word, Visio, PowerPoint, Microsoft Office, SharePoint, Windows 7, Social Media, Financial Services, Analysis, Business Analysis, Risk Management, Team Leadership, Administration, System Administration
Education
St. Petersburg Community College 1993 — 1996
Associate of Science, Biology
St. Petersburg College
Associate of Arts and Sciences (A.A.S.), Biology/Biological Sciences, General
Transamerica Life and Protection February 2015 - Present
Transamerica Life & Protection May 2003 - February 2015
Skills
Customer Service, Customer Satisfaction, Management, Research, Technical Support, Microsoft Office 2007, Leadership, Software Documentation, Access, Outlook, Training, Process Improvement, Technical Writing, Team Building, Event Planning, Life Insurance, Editing, Sales, Insurance, Troubleshooting, Microsoft Excel, Microsoft Word, Visio, PowerPoint, Microsoft Office, SharePoint, Windows 7, Social Media, Financial Services, Analysis, Business Analysis, Risk Management, Team Leadership, Administration, System Administration
Education
St. Petersburg Community College 1993 — 1996
Associate of Science, Biology
St. Petersburg College
Associate of Arts and Sciences (A.A.S.), Biology/Biological Sciences, General
Ruth Lipsky's Transamerica Life and Protection Experience February 2011 - Present
Job Manager of Training and Development at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection February 2011 - Present
Transamerica Life and Protection 2009 - 2011
Tranamerica Life and Protection March 2008 - March 2008
AEGON Direct Marketing Services January 2001 - March 2008
AEGON Direct Marketing Services 1998 - 2001
AEGON Direct Marketing Services 1988 - 1998
Skills
Project Management, Vendor Management, Process Improvement, Insurance, Training, Financial Analysis, Strategic Planning, Change Management, Team Building, Call Center, Software Documentation, Strategy, Call Centers, Management, Business Analysis, Program Management, New Business Development, Performance Management
Education
University of Colorado Boulder 1969 — 1973
BA Microbiology, Molecular and Cellular Biology
Transamerica Life and Protection February 2011 - Present
Transamerica Life and Protection 2009 - 2011
Tranamerica Life and Protection March 2008 - March 2008
AEGON Direct Marketing Services January 2001 - March 2008
AEGON Direct Marketing Services 1998 - 2001
AEGON Direct Marketing Services 1988 - 1998
Skills
Project Management, Vendor Management, Process Improvement, Insurance, Training, Financial Analysis, Strategic Planning, Change Management, Team Building, Call Center, Software Documentation, Strategy, Call Centers, Management, Business Analysis, Program Management, New Business Development, Performance Management
Education
University of Colorado Boulder 1969 — 1973
BA Microbiology, Molecular and Cellular Biology
Tim Kneeland's Transamerica Life and Protection Experience 2007 - 2010
Job President, Transamerica Long Term Care
Industry Insurance
Experience
Transamerica Long Term Care October 2011 - Present
AEGON 2007 - 2010
Transamerica Life and Protection 2007 - 2010
Skills
Insurance, Health Insurance, Underwriting, Strategic Financial..., Mergers, Fixed Annuities, Financial Services, Retirement Planning, Long-term Care, Investments, Employee Benefits, Strategic Planning, Risk Management, New Business Development, Life Insurance, Disability Insurance, Wealth Management, Critical Illness
Education
Iowa State University 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
Transamerica Long Term Care October 2011 - Present
AEGON 2007 - 2010
Transamerica Life and Protection 2007 - 2010
Skills
Insurance, Health Insurance, Underwriting, Strategic Financial..., Mergers, Fixed Annuities, Financial Services, Retirement Planning, Long-term Care, Investments, Employee Benefits, Strategic Planning, Risk Management, New Business Development, Life Insurance, Disability Insurance, Wealth Management, Critical Illness
Education
Iowa State University 1981 — 1985
Bachelor of Business Administration (BBA), Finance, General
Bill Dauksys's Transamerica Life and Protection Experience March 2012 - Present
Job Sr. Human Resources Generalist/ Business Partner at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection March 2012 - Present
Transamerica Life and Protection May 2008 - March 2012
Pitney Bowes Management Services 1991 - 2007
Skills
Employee Relations, Performance Management, Human Resources, Onboarding, Account Management, Operations Management, Employment Law, Employee Benefits, Employee Engagement, HRIS, New Hire Orientations, Personnel Management, Benefits Administration, Talent Management, Applicant Tracking..., Talent Acquisition, HR Policies, FMLA, College Recruiting, Succession Planning, Workforce Planning, Recruiting
Education
Temple University - Fox School of Business and Management
BBA, HR, Business Mgt.
Transamerica Life and Protection March 2012 - Present
Transamerica Life and Protection May 2008 - March 2012
Pitney Bowes Management Services 1991 - 2007
Skills
Employee Relations, Performance Management, Human Resources, Onboarding, Account Management, Operations Management, Employment Law, Employee Benefits, Employee Engagement, HRIS, New Hire Orientations, Personnel Management, Benefits Administration, Talent Management, Applicant Tracking..., Talent Acquisition, HR Policies, FMLA, College Recruiting, Succession Planning, Workforce Planning, Recruiting
Education
Temple University - Fox School of Business and Management
BBA, HR, Business Mgt.
Erika Strong's Transamerica Life and Protection Experience 1993 - Present
Job Director at Transamerica Life & Protection
Industry Insurance
Experience
Transamerica Life and Protection 1993 - Present
Skills
Financial Services, Strategic Planning, Performance Management, Relationship Management, Leadership Development, Project Management, Sales, Marketing, Business Strategy, Strategy, Cross-functional Team..., Marketing Strategy, Product Management, Customer Experience, Operations Management, CRM, Leadership, Management
Education
Stetson University
Briarcrest
The University of Memphis
Bachelor's degree, Risk Management and Insurance - Finance
Transamerica Life and Protection 1993 - Present
Skills
Financial Services, Strategic Planning, Performance Management, Relationship Management, Leadership Development, Project Management, Sales, Marketing, Business Strategy, Strategy, Cross-functional Team..., Marketing Strategy, Product Management, Customer Experience, Operations Management, CRM, Leadership, Management
Education
Stetson University
Briarcrest
The University of Memphis
Bachelor's degree, Risk Management and Insurance - Finance
Allison Mulford's Transamerica Life and Protection Experience May 2008 - May 2013
Job Staff Counsel at Prometric Inc.
Industry Higher Education
Experience
Prometric Inc. June 2014 - Present
Laureate International Universities June 2013 - June 2014
Transamerica Life and Protection May 2008 - May 2013
AEGON Direct Marketing Services February 2007 - May 2008
Skills
Legal Research, Insurance Law, Insurance, Litigation, ERISA, Trials, Torts, Mediation, Legal Writing, Commercial Litigation, Mergers & Acquisitions, Policy, Courts, Litigation Management, Claim, Arbitration, Corporate Law, Securities, Employment Law, Administrative Law, Corporate Governance, Bankruptcy, Negotiation, Personal Injury, Civil Litigation, Westlaw, Strategy, Product Liability, Estate Planning, Legal Assistance, Document Drafting, Government, Dispute Resolution, Licensing
Education
University of Baltimore 2006 — 2008
MBA
University of Baltimore School of Law 2005 — 2008
JD
Coastal Carolina University 2001 — 2003
BSBA, Business Administration and Management, General; Marketing, Cum Laude
Johannes Gutenberg-Universität Mainz 2002 — 2002
European Integration in Business, 4.0
Prometric Inc. June 2014 - Present
Laureate International Universities June 2013 - June 2014
Transamerica Life and Protection May 2008 - May 2013
AEGON Direct Marketing Services February 2007 - May 2008
Skills
Legal Research, Insurance Law, Insurance, Litigation, ERISA, Trials, Torts, Mediation, Legal Writing, Commercial Litigation, Mergers & Acquisitions, Policy, Courts, Litigation Management, Claim, Arbitration, Corporate Law, Securities, Employment Law, Administrative Law, Corporate Governance, Bankruptcy, Negotiation, Personal Injury, Civil Litigation, Westlaw, Strategy, Product Liability, Estate Planning, Legal Assistance, Document Drafting, Government, Dispute Resolution, Licensing
Education
University of Baltimore 2006 — 2008
MBA
University of Baltimore School of Law 2005 — 2008
JD
Coastal Carolina University 2001 — 2003
BSBA, Business Administration and Management, General; Marketing, Cum Laude
Johannes Gutenberg-Universität Mainz 2002 — 2002
European Integration in Business, 4.0
Mark Moerder's Transamerica Life and Protection Experience August 2007 - Present
Job Operations Manager at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection August 2007 - Present
Radley Run CC 1993 - 2006
Skills
Insurance, Customer Service, Call Center, Call Centers, Coaching, Training, Operations Management, Leadership, Process Improvement, Management, Performance Management, Vendor Management, Team Leadership, Customer Retention, Forecasting, Team Building, Sales
Education
University of Phoenix 2006 — 2009
BS, Business Management
Penn State University
Transamerica Life and Protection August 2007 - Present
Radley Run CC 1993 - 2006
Skills
Insurance, Customer Service, Call Center, Call Centers, Coaching, Training, Operations Management, Leadership, Process Improvement, Management, Performance Management, Vendor Management, Team Leadership, Customer Retention, Forecasting, Team Building, Sales
Education
University of Phoenix 2006 — 2009
BS, Business Management
Penn State University
cheryl penner's Transamerica Life and Protection Experience December 1986 - Present
Job Manager, Product Filing and Compliance at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection December 1986 - Present
Skills
Insurance, Health Insurance, Life Insurance, Direct Marketing, Underwriting, Customer Service, Disability Insurance, Term Life Insurance, Risk Management
Education
Texas Tech University
Business
Transamerica Life and Protection December 1986 - Present
Skills
Insurance, Health Insurance, Life Insurance, Direct Marketing, Underwriting, Customer Service, Disability Insurance, Term Life Insurance, Risk Management
Education
Texas Tech University
Business
Abesh Mishra's Transamerica Life and Protection Experience 2001 - August 2011
Job Sr. Financial Analyst at Transamerica
Industry Insurance
Experience
Transamerica June 2011 - Present
Transamerica Life and Protection 2001 - August 2011
AEGON November 2001 - July 2011
Skills
Process Improvement, Insurance, Leadership, Business Analysis, Vendor Management, Management, Risk Management, Visio, Business Development, Project Management, Employee Benefits, Financial Services, SDLC, Team Building, Strategic Financial..., Training, Analysis, Project Planning, Marketing
Education
Penn State University 2005 — 2008
MBA, New Venture and Entrepreneurship
Immaculata University 2001 — 2004
Bachelor of Arts (B.A.), Management Information Systems, General
Transamerica June 2011 - Present
Transamerica Life and Protection 2001 - August 2011
AEGON November 2001 - July 2011
Skills
Process Improvement, Insurance, Leadership, Business Analysis, Vendor Management, Management, Risk Management, Visio, Business Development, Project Management, Employee Benefits, Financial Services, SDLC, Team Building, Strategic Financial..., Training, Analysis, Project Planning, Marketing
Education
Penn State University 2005 — 2008
MBA, New Venture and Entrepreneurship
Immaculata University 2001 — 2004
Bachelor of Arts (B.A.), Management Information Systems, General
Teresa Benditt's Transamerica Life and Protection Experience June 2012 - Present
Job Quality Assurace Opperations Analyst at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection June 2012 - Present
Transamerica November 2011 - June 2012
Transamerica August 2008 - November 2011
Education
Cabrini College
West Chester University of Pennsylvania
Transamerica Life and Protection June 2012 - Present
Transamerica November 2011 - June 2012
Transamerica August 2008 - November 2011
Education
Cabrini College
West Chester University of Pennsylvania
Tammy Miley's Transamerica Life and Protection Experience December 1997 - May 2008
Job Business Alignment Director, Transamerica Life and Protection
Industry Insurance
Experience
Transmerica Life and Protection May 2008 - Present
Transamerica Life and Protection December 1997 - May 2008
Skills
Insurance, Leadership, Life Insurance, CRM, Project Management, Health Insurance, Customer Advocacy, Business Process..., Client Relations, Marketing Strategy, Direct Marketing
Education
La Salle University 1979 — 1982
Bachelor's Degree, Social Work
Transmerica Life and Protection May 2008 - Present
Transamerica Life and Protection December 1997 - May 2008
Skills
Insurance, Leadership, Life Insurance, CRM, Project Management, Health Insurance, Customer Advocacy, Business Process..., Client Relations, Marketing Strategy, Direct Marketing
Education
La Salle University 1979 — 1982
Bachelor's Degree, Social Work
Mark Shreck's Transamerica Life and Protection Experience 2005 - Present
Job System Support Analyst at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection 2005 - Present
Education
Bloomsburg University of Pennsylvania 1987 — 1989
Cabrini College
Master's degree, Secondary Education and Teaching
Lycoming College
Bachelor of Arts (B.A.), History
Transamerica Life and Protection 2005 - Present
Education
Bloomsburg University of Pennsylvania 1987 — 1989
Cabrini College
Master's degree, Secondary Education and Teaching
Lycoming College
Bachelor of Arts (B.A.), History
Joshua Bechtel's Transamerica Life and Protection Experience August 2011 - Present
Job Learning Specialist at Transamerica Life and Protection
Industry Management Consulting
Experience
Transamerica Life and Protection August 2011 - Present
Bechtel Enterprises January 2007 - August 2011
Capital One January 2001 - June 2006
Equifax July 1996 - December 1999
Education
St. Petersburg College 2008 — 2011
Transamerica Life and Protection August 2011 - Present
Bechtel Enterprises January 2007 - August 2011
Capital One January 2001 - June 2006
Equifax July 1996 - December 1999
Education
St. Petersburg College 2008 — 2011
Tracy Regier's Transamerica Life and Protection Experience 1999 - Present
Job Senior Underwriting Consultant at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection 1999 - Present
Education
Institute for American Universities, Aix-en-Provence, France
Kansas State University
Bachelor of Arts, French
Transamerica Life and Protection 1999 - Present
Education
Institute for American Universities, Aix-en-Provence, France
Kansas State University
Bachelor of Arts, French
Matthew Goodlaxson's Transamerica Life and Protection Experience April 2007 - Present
Job Associate Director, Underwriting, SWAT and Workforce Management at Transamerica
Industry Insurance
Experience
Transamerica November 2014 - Present
Transamerica November 2012 - Present
Transamerica Life and Protection April 2007 - Present
Transamerica April 2007 - November 2012
Kum and Go Corporations, Des Moines Iowa January 2002 - January 2005
Board of Directors October 1998 - October 2004
Bio-Life Plasma Services, Cedar Rapids Iowa January 2000 - January 2002
Iowa City Community School District January 1999 - October 2001
Quik Trip Corporation January 1984 - January 2000
Skills
Insurance, Underwriting, Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care, over 20 years of..., Leadership, Team Leadership, Strategic Leadership, Six Sigma
Education
Kirkwood Community College
University of Iowa
BA, Business-Varied attendance dates
Transamerica November 2014 - Present
Transamerica November 2012 - Present
Transamerica Life and Protection April 2007 - Present
Transamerica April 2007 - November 2012
Kum and Go Corporations, Des Moines Iowa January 2002 - January 2005
Board of Directors October 1998 - October 2004
Bio-Life Plasma Services, Cedar Rapids Iowa January 2000 - January 2002
Iowa City Community School District January 1999 - October 2001
Quik Trip Corporation January 1984 - January 2000
Skills
Insurance, Underwriting, Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care, over 20 years of..., Leadership, Team Leadership, Strategic Leadership, Six Sigma
Education
Kirkwood Community College
University of Iowa
BA, Business-Varied attendance dates
Brandi Bartek's Transamerica Life and Protection Experience March 2003 - Present
Job Legal Administrative Analyst at Transamerica Financial Life Insurance Company
Industry Insurance
Experience
Transamerica Life and Protection March 2003 - Present
Transamerica August 1993 - Present
Transamerica Life and Protection April 2000 - March 2003
Transamerica Life and Protection August 1999 - April 2000
Transamerica Life and Protection August 1993 - August 1999
Skills
Customer Service, Life Insurance, Microsoft Excel, Insurance, Employee Benefits, Leadership, Team Building, PowerPoint, Appointment Scheduling, Travel Arrangements, Administration, Data Entry, SDLC, Microsoft Word, Financial Planning, Outlook
Education
University of North Texas
Paralegal Certificate, Law
Transamerica Life and Protection March 2003 - Present
Transamerica August 1993 - Present
Transamerica Life and Protection April 2000 - March 2003
Transamerica Life and Protection August 1999 - April 2000
Transamerica Life and Protection August 1993 - August 1999
Skills
Customer Service, Life Insurance, Microsoft Excel, Insurance, Employee Benefits, Leadership, Team Building, PowerPoint, Appointment Scheduling, Travel Arrangements, Administration, Data Entry, SDLC, Microsoft Word, Financial Planning, Outlook
Education
University of North Texas
Paralegal Certificate, Law
Shauna Peart's Transamerica Life and Protection Experience March 2015 - Present
Job Intermediate Marketing Generalist at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection March 2015 - Present
Transamerica Life and Protection September 2012 - March 2015
Transamerica life and Protection September 2009 - September 2012
Horace Mann Insurance Company September 2008 - July 2009
Bodyworks Family Sports Center March 2008 - May 2008
Texas Tech University September 2005 - May 2006
Texas Tech University September 2003 - May 2005
Skills
Insurance, Whole Life, Term Life Insurance, Life Insurance, Property & Casualty..., Sales Management, Project Management, Conflict Resolution, Teamwork, Business Relationship..., Marketing, Leadership, Performance Management, Medicare, Event Planning, Market Research, Customer Service, Sales, Marketing Strategy, Team Building, Strategy, Management
Education
Texas Tech University - Rawls College of Business 2003 — 2006
Bachelor of Business Administration (B.B.A.)
Blinn College 2001 — 2003
Associate of Science (A.S.)
Transamerica Life and Protection March 2015 - Present
Transamerica Life and Protection September 2012 - March 2015
Transamerica life and Protection September 2009 - September 2012
Horace Mann Insurance Company September 2008 - July 2009
Bodyworks Family Sports Center March 2008 - May 2008
Texas Tech University September 2005 - May 2006
Texas Tech University September 2003 - May 2005
Skills
Insurance, Whole Life, Term Life Insurance, Life Insurance, Property & Casualty..., Sales Management, Project Management, Conflict Resolution, Teamwork, Business Relationship..., Marketing, Leadership, Performance Management, Medicare, Event Planning, Market Research, Customer Service, Sales, Marketing Strategy, Team Building, Strategy, Management
Education
Texas Tech University - Rawls College of Business 2003 — 2006
Bachelor of Business Administration (B.B.A.)
Blinn College 2001 — 2003
Associate of Science (A.S.)
Josh Bechtel, ALMI's Transamerica Life and Protection Experience August 2011 - Present
Job Learning Specialist at Transamerica Life and Protection
Industry Insurance
Experience
Transamerica Life and Protection August 2011 - Present
Bechtel Enterprises January 2004 - Present
Capital One January 2000 - June 2004
Equifax April 1997 - January 2000
Blockbuster September 1994 - April 1997
Publix Super Markets April 1992 - August 1994
Skills
Customer Service, Claim, Insurance, Process Improvement, Team Leadership, Organizational..., Technical Writing, Training Facilitation, Process Consulting, Design Documents, Life Insurance, Term Life Insurance, Permanent Life Insurance, Project Management, Computer Hardware, Graphic Design, Text Editing, Online Research, Acrylic Painting, Abstract Expressionism, Highly Organized &..., Solution Development, Solution Focused, Spiritual Counselor, Operations Management, Decision Analysis, Ethical Decision Making, Philosophy, Epistemology, Coaching, Management, Team Building
Education
St. Petersburg College 2009 — 2015
Associate of Science (A.S.), Management and Organizational Leadership
Transamerica Life and Protection August 2011 - Present
Bechtel Enterprises January 2004 - Present
Capital One January 2000 - June 2004
Equifax April 1997 - January 2000
Blockbuster September 1994 - April 1997
Publix Super Markets April 1992 - August 1994
Skills
Customer Service, Claim, Insurance, Process Improvement, Team Leadership, Organizational..., Technical Writing, Training Facilitation, Process Consulting, Design Documents, Life Insurance, Term Life Insurance, Permanent Life Insurance, Project Management, Computer Hardware, Graphic Design, Text Editing, Online Research, Acrylic Painting, Abstract Expressionism, Highly Organized &..., Solution Development, Solution Focused, Spiritual Counselor, Operations Management, Decision Analysis, Ethical Decision Making, Philosophy, Epistemology, Coaching, Management, Team Building
Education
St. Petersburg College 2009 — 2015
Associate of Science (A.S.), Management and Organizational Leadership