Union Central
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Union Central Employees
Protective Life August 2012 - Present
Marketing Results with Speed 2005 - August 2012
Summit Business Media November 2007 - January 2012
H&R Block 2004 - 2008
Batesville Casket Company August 2005 - November 2007
Union Central March 2001 - August 2005
Miami Systems December 1999 - March 2001
Richards Industries October 1983 - December 1999
Skills
Management, Marketing, Marketing Strategy, Training, Advertising
Education
Miami University
BS, Marketing
University of Cincinnati
Social Media in Business Certificate
University of Cincinnati
Mobile Marketing Certificate Program
J.E.D Insurance and Financial Service Agency Inc. May 2008 - Present
J.E.D Insurance and Financial Services Agency, Inc. May 2008 - Present
Union Central September 2007 - May 2008
MassMutual Financial Group September 2001 - April 2006
Blue Cross Blue Shield of MA September 2000 - September 2001
Unum June 1997 - September 2000
Skills
Disability Insurance, Health Insurance, Employee Benefits, Dental, Group Benefits, Underwriting, Insurance, Life Insurance
Education
Assumption College 1993 — 1997
B.A., Social and Rehabilitation Services
Stelle Maris High School 1989 — 1993
LJS Professional Resource Group June 2011 - Present
General Needs Ltd. December 2009 - Present
ARCAP Partners LLC June 2013 - March 2015
MassMutual June 2013 - January 2015
Union Central June 2011 - May 2012
Advanced Wealth Solutions Group LLC October 2008 - June 2011
Metropolitan Life Insurance Company 2005 - 2008
National Network of Accountants July 2000 - November 2004
Skills
Insurance, Special Needs, College Planning, Retirement, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Educational Consulting, Retirement Planning, Strategy, IRAs, Employee Benefits, Training, Financial Planners, Life Insurance, Estate Planning, Long-term Care, Financial Services, Financial Advisory, Investments, Small Business, Personal Finance, Sales, Mutual Funds, Portfolio Management, Property & Casualty..., Finance, Whole Life, Wealth, Tax, Securities, Management, High Net Worth..., Term Life Insurance, 401k, Universal Life, Series 6, 401k Rollovers, Health Insurance, Series 63, Series 7, Wealth Management, Marketing Strategy, Financial Planning, Roth IRA, Variable Annuities, Wealth Accumulation
Education
College for Financial Planning 1990 — 1995
City University of New York-Queens College 1982 — 1984
Accounting and Business/Management
Queensborough Community College 1980 — 1982
Accounting and Business/Management
Great American Financial Resources August 2011 - Present
Great American Financial Resources October 2007 - August 2011
Union Central June 2006 - October 2007
Chard Snyder August 2000 - May 2004
Skills
Customer Service, Sales, Fixed Annuities, Insurance, Leadership, Life Insurance, Marketing, Microsoft Excel, Team Building, Term Life Insurance, Process Improvement, Financial Planning
Education
Bowling Green State University
Finance
JTM Food Group May 2007 - Present
HermTech January 2010 - Present
CB Richard Ellis 2004 - 2007
Union Central 2001 - 2003
Skills
Customer Service, Microsoft Excel, Leadership, Microsoft Office, Management, Budgets, Sales, Financial Analysis, Strategic Planning, Inventory Management
Education
Cincinnati State Technical and Community College 2000 — 2003
AAS, Computer Information Systems
InnoMark Communications April 2009 - March 2014
TechSoft Systems September 2001 - November 2008
Ciber June 2000 - August 2001
Pricewaterhouse Coopers LLP June 1998 - June 2000
Ernst and Young June 1997 - June 1998
Union Central June 1991 - June 1997
Skills
Customer Service, Project Management, IT Audit, Sales, IT Management, Management, Leadership, People Skills, Strategic Planning, Budgets, Information Technology, Troubleshooting, B2B, Account Management, Marketing Strategy, New Business Development, Team Building
Education
Southern Illinois University, Edwardsville 1986 — 1990
Bachelor of Business Administration (B.B.A.), Management Information Systems / Business Management
HR Knowledge November 2013 - Present
Insphere Insurance Solutions May 2013 - November 2013
ANN INC. April 2011 - May 2013
ANN INC. October 2009 - April 2011
ANN INC. June 2008 - October 2009
Union Central 1996 - 1997
Millbrook Corporation 1995 - 1996
Colonial Life 1995 - 1995
Unum 1991 - 1995
Skills
Merchandising, Customer Service, Retail, Fashion, Performance Management, Health Care Reform, Disability Insurance, Universal Life, Term Life Insurance, Long Term Care Insurance, Management, Recruiting, Sales, Store Management
Education
Oregon State University
BS, Political Science
Invesco Ltd. November 2010 - Present
INVESCO 2005 - November 2010
Western & Southern Financial Group 2004 - 2005
Union Central 1999 - 2004
Skills
Investments, Due Diligence, Fixed Income, Investment Advisory, Derivatives, Insurance, Corporate Law, Bloomberg, Analysis, Securities, Investment Management, Securities Regulation, ERISA, Private Equity, FINRA, Portfolio Management, Alternative Investments
Education
The George Washington University Law School 1981 — 1984
JD, law
University of Cincinnati 1978 — 1981
BA, Foreign Affairs
Walnut Hills High School 1974 — 1978
high school diploma
Protective Life Insurance Company January 2010 - Present
Protective Life Insurance Company February 2007 - January 2010
Union Central April 2002 - February 2007
CommuniCare Health Services 1994 - 2002
Skills
Creative Direction, Adobe Acrobat, Logo Design, Graphic Design, Advertising, Direct Mail, InDesign, Adobe Creative Suite, QuarkXPress, Email Marketing, Brochures, Packaging, Graphics, Art Direction, Mac, Dreamweaver, Corporate Branding, Direct Marketing, Web Design, Newsletters
Education
Iowa State University 1986 — 1990
BFA, Graphic Design
Washington High School 1983 — 1986
CoreLogic October 2014 - Present
TransUnion October 2009 - Present
Union Central February 2007 - September 2009
ADP 1993 - 2007
Skills
Consultative Selling, Sales Management, Salesforce.com, Solution Selling, B2B, Cold Calling, Training, Customer Service, Sales, Selling, Management, Sales Operations, Insurance, Direct Sales, Recruiting, Sales Process
Education
Bloomsburg University of Pennsylvania 1989 — 1993
BS, Business Management
Mechanicsburg
Mechanicsburg
Corinthian Partners L.L.C. September 2013 - Present
First Manhattan Financial Network Corp. December 2003 - Present
KQM Realty Corp. May 1999 - Present
MassMutual Financial Group June 2008 - April 2013
Union Central June 2006 - June 2008
Advanced Wealth Solutions Group 2006 - 2008
John Hancock Financial Services 2003 - 2006
MetLife June 2000 - March 2003
Queens College February 1996 - July 2000
Youthline America 1990 - 1994
Skills
Long-term Care, Retirement, Disability Insurance, Strategic Financial..., Retirement Planning, Insurance, Estate Planning, Employee Benefits, Mutual Funds, Investments, Small Business, Financial Analysis, Long Term Care Insurance, Portfolio Management, Financial Services, Financial Advisory, 401k, Fixed Annuities, IRAs, Financial Planners, Wealth Management, Asset Management, Life Insurance, Series 7, Series 63, Finance, Wealth, Term Life Insurance, Investment Advisory, Investment Strategies, Health Insurance, Securities, Series 65, Financial Planning
Education
The American College 2000 — 2012
LUTC, Ch SNP, Financial Planning and Services
Queens College 1995 — 2000
Bachelor of Arts (B.A.), Economics/Corporate Finance
DITTO.com November 2011 - Present
Springleaf Financial Services August 2008 - November 2011
Union Central March 2008 - July 2008
Comair November 2004 - February 2008
Proware 2002 - 2005
Skills
Python, Web Applications, Java Enterprise Edition, Leadership, Software Development, DNS, SQL, Agile Methodologies, Linux, Web Services, Troubleshooting, Java, Windows Server, System Administration, Apache, JavaScript, Unix, Servers, MySQL, Data Center, XML, Web Development
Education
Purdue University 1998 — 2002
BS, Computer Science
OneAmerica Financial Partners Inc. July 2014 - Present
Roenigk Family Foundation September 2003 - July 2014
Lincoln Financial Group March 2012 - March 2014
Kohl's Department Stores November 2011 - January 2012
Elder-Beerman March 2011 - May 2011
Boyce & Associates, Inc. January 2010 - June 2010
RSM McGladrey, Inc. January 2006 - April 2009
Union Central June 2003 - October 2005
Paycor May 2001 - July 2003
US Bank June 2000 - May 2001
Skills
Loan Origination, Customer Service, Insurance, Accounting, Administration, Series 6, Pensions, Defined Contribution, Qualified Retirement..., 401k, Account Reconciliation, FINRA, 403 b, Nonprofits, Retirement
Education
University of Illinois at Chicago 1978 — 1989
Bachelor's, Finance
FEF Financial Group Inc. May 1987 - Present
Shaklee Independent Global Distributor 1977 - Present
Union Central 2005 - March 2014
Amerian Home Life 1989 - 2014
FEF Financial Group Inc May 1987 - September 2012
Skills
Disability Insurance, Life Insurance, Long Term Care Insurance, Medicare Supplements, Cancer Insurance
Education
The University of Texas at Austin 1976 — 1980
Marketing
Joseph Aiello and Associates March 2011 - Present
The River Community Church March 2012 - Present
NGS American, Inc. April 2004 - March 2011
American United Life August 2003 - April 2004
Union Central August 1999 - August 2003
Maccabees Mutual March 1987 - August 1999
Skills
Employee Benefits, Underwriting, Insurance, Disability Insurance, Health Insurance, Microsoft Word, Microsoft Excel, Analysis, Men's Ministry, Christian Ministry, Project Management, Health Care Reform, Health Savings Accounts, Team Building, Long-term Care, Term Life Insurance
Education
Lawrence Technological University 1988 — 1990
BSBA, Finance
Walled Lake Western High School 1979 — 1983
12
Davis Financial 1991 - Present
Patch.com January 2011 - December 2012
Conway & Davis 1991 - 2004
Union Central 1990 - 1991
Fleet Bank 1988 - 1989
Central Savings Bank 1987 - 1988
Bank of New England 1985 - 1987
Skills
Retirement Income..., Financial Planning, Communications, Strategic Financial..., Retirement Planning, Public Speaking, Writing
Education
Bentley University 1982 — 1985
BS, Economics and Finance
GE Aviation September 2014 - Present
EUMETSAT - European Organisation of Meteorological Sattelites August 2011 - August 2014
Cengage Learning September 2010 - November 2012
Union Central July 2007 - September 2010
Skills
Business Analysis, Requirements Analysis, Project Management, Testing, Integration, Content Management, SQL, Quality Assurance, SEO, Web Design, Web Development, Oracle, Product Development, Enterprise Software, XML, Software Development, HTML, Agile Methodologies, Software Project..., Analysis, Databases, Flash, JavaScript, Process Improvement, Photoshop, Systems Analysis, Team Leadership, Risk Management
Education
Boston University - School of Management 2009 — 2014
Master's of Science in Business, Risk Management and Business Continuity
Boston University - School of Management 2008 — 2014
Masters of Science in Management, Management/Business
Ameritas January 2009 - Present
Union Central January 2000 - Present
Union Central November 1998 - December 2008
Skills
Data Warehousing, Business Objects, Data Modeling, Databases, Oracle, Data Analysis, Access, PL/SQL, Requirements Analysis, Insurance, Business Analysis, SQL, Process Improvement, Lotus Notes, Business Intelligence
Education
Kaplan University 2006 — 2009
Bachelors Degree, Information Technology, Database Design
Cincinnati State Technical and Community College 1997 — 1999
Associates Degree, Information Systems
Colerain HS 1994 — 1997
Ameritas Life January 2011 - Present
Union Central April 1999 - January 2011
Ohio Casualty Group January 1991 - April 1999
Skills
COBOL, DB2, Databases, Requirements Analysis, SQL, Lotus Notes, Insurance, CICS, JCL, Business Analysis, Java, Analysis, Microsoft SQL Server, Project Management, XML, Change Management, Windows, IBM BPM, JavaScript
Education
Cincinnati State Technical and Community College 2007 — 2011
Web Design Certificate
Miami University 1984 — 1990
Associate of Applied Science, Computer Science
Madison High School 1979 — 1983
Adecco October 2011 - Present
Frame USA / Talbots October 2010 - October 2011
Bella Donna Inc. February 1999 - August 2010
Union Central May 1996 - June 1998
Union Central June 1994 - May 1996
Union Central January 1993 - June 1994
Skills
Building people..., Excellent communicator, Easily works with..., Productive/hard working, Continuously seeks self..., Enjoys complex, dynamic..., Office Management, Staffing Services, Recruiting, Branch Management, Management, Marketing, Public Works, Training, Business Development, Sales, Human Resources, New Business Development, Leadership, Entrepreneurship, Time Management, Lead Generation, Customer Service, Temporary Staffing, Retail, Employee Relations, Strategic Planning, Team Building, Temporary Placement, Applicant Tracking..., Selling
Education
Xavier University - Williams College of Business 1993 — 1998
MBA, General Business, Accounting
Southern Methodist University - Cox School of Business 1975 — 1978
BBA, General Business, Accounting
Austin Materials October 2012 - Present
SBB Management September 2004 - August 2012
American United Life May 2003 - March 2004
Union Central July 2000 - April 2003
Skills
Administrative..., Customer Service, Marketing, Public Speaking, Microsoft Office, Single Family Homes, Strategic Planning
Education
Richland College 1983 — 1984
Radio and Television
Navarro College 1982 — 1983
Radio and Television
Parkinsons Support Center January 2014 - Present
Community Trust and Investment Company March 2009 - Present
University of Kentucky September 2012 - April 2014
Parkinson Support Center January 2012 - December 2013
Loyola College 2007 - 2009
Cincinnati Asset Management 1996 - 2007
Union Central 1994 - 1996
Pacholder Associates 1987 - 1994
Anchor Hocking 1985 - 1987
Skills
Portfolio Management, Investments, Asset Management, Wealth Management, Financial Analysis, Credit Analysis, Financial Modeling, Banking, Credit, Commercial Lending, Private Equity, Loans, Finance, Asset Allocation, Commercial Banking
Education
The Ohio State University 1986 — 1988
MBA, Finance
Marietta College 1981 — 1985
BA, Finance
The Executive Benefits Company December 1985 - Present
Executive Benefits December 1985 - Present
JRF, Inc 1982 - 1985
P. I. P. 1976 - 1982
Union Central 1968 - 1975
U.S.A.F. May 1965 - November 1968
Skills
Retirement Planning, Strategic Financial..., Estate Planning, Insurance, Business Planning, Employee Benefits, Mergers, Leadership, Retirement, Life Insurance, Financial Advisory, Investments, Financial Planners, Wealth, Fixed Annuities, Income Protection, Pensions, 401k, Financial Planning
Education
Hudson Valley Community College 1962 — 1964
AAS, Automotive Technology
Millburn High School, Millburn, NJ 1958 — 1962
New York Life Insurance Company June 2002 - Present
National Association of Estate Planners and Councils (NAEPC) January 2002 - Present
Cynergy Summit January 2010 - January 2011
Advisiis Previously Kettley Publishing Home of the Back Room Technician July 1995 - June 2002
Paul Revere Life 1988 - 1995
Coneticut Mutual Life Insurance Company February 1974 - January 1987
Union Central January 1970 - June 1973
Insurance Company of North America INA January 1968 - February 1973
Home Life Of New York January 1966 - January 1973
Skills
Estate Planning, Life Insurance, Financial Planners, Asset Protection, Charities, Retirement Planning, Long-term Care, Fixed Annuities, Retirement, Strategic Financial..., Insurance, Disability Insurance, IRAs, Wealth Management, Term Life Insurance, 401k, Financial Services, Pensions, Mutual Funds, Securities, Financial Advisory, Personal Finance, Wealth, Wealth Accumulation, Investment Advisory, Long Term Care Insurance, Personal Financial..., Small Business, Investments, Employee Benefits, Wealth Management..., Health Insurance, Series 7, Asset Allocation, Series 63, Income Protection, Critical Illness, FINRA, High Net Worth..., Investment Strategies, Underwriting, Asset Management, Portfolio Management, Series 24, Investment Management, Estate Tax Planning, Defined Benefit, Series 6, Alternative Investments, 401k Rollovers
Education
The American College 1978 — 1982
CLU, Life insurance and estate planning
The University of Memphis 1968 — 1974
MEd, Education
The University of Memphis 1960 — 1967
BBA, Marketing
The American College
ChFC, Financial planning and Tax
PRB Wealth Management October 2003 - Present
UNIFI Companies Retirement Plans 2004 - October 2011
Union Central May 2004 - December 2010
MassMutual September 2002 - October 2003
National Life Group August 2001 - September 2002
Skills
Employee Benefits, Insurance, Investments, Portfolio Management, Retirement, Disability Insurance, Term Life Insurance, Benefits, Long Term Care, Retirement Planning, Pensions, Small Business, Financial Advisory, Securities, Financial Services, Finance, 401k, Long Term Care Insurance, Mutual Funds, ERISA, Defined Benefit, Wealth Management, Health Insurance, Estate Planning, Business Planning, IRAs, Asset Management, Investment Strategies, Wealth, High Net Worth..., Investment Advisory, Asset Allocation, Defined Contribution, Executive Pay
Education
Florida International University
Finance
Union Central IT ConsultantUnion Central Life Ins Co1995 - Present
Union Central Life Insurance (a member of The UNIFI Companies) 1995 - Present
Ameritas 1995 - 2013
Skills
Requirements Analysis, Java, Web Development, Project Management, XML, JavaScript, Business Analysis, Analysis, Business Intelligence, Change Management, SDLC, Enterprise Architecture, Agile Methodologies, Team Leadership, Software Development, Data Modeling, Process Improvement, Data Warehousing, ETL, SQL, Integration, Oracle, Web Services, Databases, COBOL, Windows, Microsoft SQL Server, Disaster Recovery, IT Strategy, SOA
Education
Miami University 1984 — 1988
Ohio National Financial Services April 2012 - November 2013
Ameritas 2011 - April 2012
UNIFI Companies February 1998 - August 2011
Union Central 1998 - August 2011
Equitable Life of Iowa 1990 - 1997
Skills
Relationship Management, Recruiting, Customer Service..., Life Insurance, Fixed Annuities, Disability Insurance, Sales Management, Insurance, Sales, New Business Development, Term Life Insurance, Customer Retention, 401k, Financial Services
Education
Dowling Catholic
Drake University
Bachelor's, Public Relations and Insurance
The Voss Group May 2009 - Present
MetLife Premier Client Group of Upstate New York May 2009 - Present
The Ohio National Financial Group October 2006 - August 2009
Protective Life 2007 - 2009
Union Central 1986 - 1995
Education
University of Cincinnati 2004 — 2005
MBA, Marketing
University of Cincinnati College of Business 2004 — 2005
MBA, Marketing Concentration
Miami University 1981 — 1985
BS, Finance
KeyBank June 2011 - April 2013
ICON Advisers March 2007 - September 2008
McDonald Financial Group June 2004 - March 2007
Protective Life 1999 - 2004
Union Central 1993 - 1997
John Hancock 1992 - 1993
Skills
Sales, Selling
Education
American College
ChFC, Financial Services
American College
CLU, Insurance
National Louis University 1971 — 1975
BA, Education/Psychology
Spectrum Financial Group March 2014 - Present
Transamerica October 2013 - March 2014
Alsbridge December 2012 - August 2013
CLA USA, Inc December 2004 - November 2012
Pyramid Life Insurance April 1997 - November 2004
Manulife Financial September 1993 - March 1997
Union Central July 1992 - August 1993
Gloden Rule Insurance April 1987 - July 1993
Skills
Selling, Sales, New Business Development, Account Management, Management, CRM, Sales Operations, Team Building, Recruiting, Marketing, Strategic Planning, Leadership, C-Level Sales, Life Insurance, Business Development, Thought Leadership, Training, Sales Management, Retirement, Fixed Annuities, Estate Planning, Retirement Planning
Education
Austin College 1980 — 1984
Bachelor of Arts (B.A.), Business Administration and Management/Psychology Double Major
Catholic Charities Services Out-Patient Mental Health January 2014 - Present
Catholic Charities Services November 2012 - Present
Catholic Charities, Diocese of Cleveland November 2012 - December 2013
Portage Path Behavioral Health January 2012 - August 2012
The United Methodist Church, West Ohio Conference July 1996 - June 2009
The Joseph House September 1995 - June 1996
Encore Production Services 1993 - 1994
Union Central 1987 - 1993
Skills
Group Therapy, Adolescents, Psychotherapy, Mental Health Counseling, Counseling Psychology, Treatment, Clinical Supervision, Grief Counseling, Mental Health, Career Counseling, Family Therapy, Crisis Intervention, Volunteer Management, Community Outreach, Nonprofits, Social Services, Program Development, Public Speaking, Psychology, Conflict Resolution, Adolescent Therapy, Anger Management, Case Management, Behavioral Health, Play Therapy, DBT, Motivational..., CBT, Therapists, Interventions
Education
Kent State University 2009 — 2012
Master of Education (M.Ed.), Clinical Mental Health Counseling
United Theological Seminary 1995 — 1999
Masters, Divinity (Ministry)
Miami University 1976 — 1979
BS, Mass Communication
Lorain County Community College 1974 — 1976
General
Marmi Shoes May 2008 - Present
Headway Corporate Resources April 2005 - May 2007
Aerosoles October 2003 - July 2004
Union Central 1999 - 2004
9 & Co. ~ Nine West Group 1995 - 1999
Education
Texas State University
Boston Independence Group,Inc. January 2013 - Present
AXA Equitable August 2011 - January 2013
Penn Mutual December 2006 - December 2010
Mutual of New York/AXA 1999 - 2006
MetLife 1998 - 1999
National Life of Vermont June 1994 - October 1998
Union Central 1989 - 1994
Skills
Recruiting, Experienced agent...
Education
Penn State University 2000 — 2002
Certificate Program, Financial Management and Leadership
The American College 2000 — 2002
Chartered Leadership Fellow, Leadership and Management of Financial Service Professionals
University of Massachusetts, Amherst 1976 — 1981
BA, Economics
Massachusetts State Police Academy
75th MPOC- 1982
Jim Carver and Sons Home Improvements February 2014 - Present
Bath Inspirations of Cincinnati February 2011 - February 2014
Great American Insurance November 2009 - August 2010
Great American Insurance May 2000 - November 2009
Ohio National Financial Services 1997 - 2000
Ohio National Financial Services 1994 - 1997
Union Central 1990 - 1994
Deloitte 1988 - 1990
Skills
Space-planning, Project Management, Interior Design, Space planning, Furniture, Customer Service, Management, Interior Architecture, Rendering
Education
Antonelli College 2008 — 2010
Associate of Applied Business, Interior Design
University of Cincinnati College of Business 1983 — 1988
Bachelors, Accounting
Quality Inn & Suites Event Center 2006 - Present
Union Central 2000 - 2003
Unum 1994 - 2000
Skills
Management, Sales, Team Building, Leadership, Sales Operations, Marketing, Strategic Planning, Customer Service, Insurance, Employee Benefits, Disability Insurance, Account Management, Budgets, Entrepreneurship, Customer Satisfaction, Customer Retention, Sales Management, Hospitality, Food & Beverage, Hotels, Cold Calling, Training, Pricing, P&L, Forecasting, Hiring, Profit, Trade Shows, Direct Sales
Education
Iowa State University - College of Business 1988 — 1993
Bachelors, Finance
Le Mars Community High School
Vanderbilt University January 2012 - Present
Johns Hopkins Health System May 2002 - January 2012
Harford County Public Library Foundation July 2009 - December 2011
Arthur Andersen 1999 - 2002
Union Central 1995 - 1999
Mercer Human Resource Consulting 1989 - 1995
Skills
Benefits Administration, Retirement, Mergers, Compliance, Budgeting, Benefits, Compensation, Non-profits, Pensions, Employee Benefits, Nonprofits, Deferred Compensation, Mergers & Acquisitions, Executive Pay, Budgets, Program Management, Human Resources, Management, Compensation & Benefit, Policy, Performance Management, Organizational..., HRIS, Employee Relations, Administration, Leadership
Education
Loyola College in Maryland 2007 — 2009
MBA
University of Cincinnati College of Business 1987 — 1992
BBA, Quantatitive Analysis
Elder High School 1983 — 1987
Quicken Loans July 2009 - Present
Union Central October 2004 - April 2009
Soccer Center August 2002 - August 2008
The Campus Special May 2007 - January 2008
Education
Ohio University 2005 — 2009
Bachelors, Communications
Ameritas March 2014 - Present
Ameritas 2010 - 2014
Union Central 2006 - 2010
Union Central 2001 - 2006
Union Central 1990 - 2001
EDS 1980 - 1990
Skills
Negotiation, Strategic Planning, New Business Development, Customer Service, Management, Marketing Strategy, Business Strategy, Business Development, Marketing, Team Building, Sales, Sales Management, Microsoft Office
Education
Rutgers University-New Brunswick 1977 — 1980
Bachelor of Business Administration (BBA)
Ameritas Life Insurance Corp. July 2010 - Present
Union Central February 2003 - Present
Skills
401k, Accident, Account Management, Brokers, Business Planning, Commercial Insurance, Critical Illness, Customer Service, Disability Insurance, ERISA, Employee Benefits, Estate Planning, FINRA, Financial Planners, Financial Services, Health Insurance, Health Savings Accounts, Insurance, Leadership, Long Term Care Insurance, Life Insurance, Long-term Care, Management, Marketing, New Business Development, Retirement Planning, Sales, Sales Management, Strategic Planning, Team Building, Term Life Insurance, Underwriting, Universal Life, Whole Life, Workers Compensation
Education
University of Bridgeport
BS, Journalism
Union Central August 1997 - Present
Real Estate Investor 1994 - 2014
Union Central Life Insurance Company March 1983 - August 1997
Union Central Life Insurance Co. June 1996 - July 1997
Skills
Customer Service, Project Management, Training, Budgets, New Business Development, Compliance, Troubleshooting, Human Resources, Computer Proficiency, Underwriting, Life & Health Insurance..., Product Launch, Product Design, Strategic Planning, Estate Planning, Marketing Strategy, Interviews, Hiring Personnel, Event Planning, Licensing, Microsoft Office, Real Estate License, Property Management, Communication Skills, Homeowner Association..., Budget Forecasts, Production Budgeting, Microsoft Excel, Microsoft Word, Microsoft Publisher, Database Design, Database Administration, Contract Negotiation, Negotiation, Process Improvement, Public Speaking, Team Leadership
Education
Cincinnati State Technical and Community College 1988 — 1988
Real Estate and Insurance
Sogeti March 2013 - Present
Cincinnati Financial Corporation July 2012 - March 2013
YourCity.MD August 2007 - July 2012
Union Central 1996 - 2006
Skills
Microsoft SQL Server, C#, ASP, IIS, T-SQL, SharePoint, SDLC, XML, .NET, Visual Studio, ASP.NET, VB.NET, JavaScript, Windows Server, NHibernate, Visual Basic, XHTML, jQuery, Object Oriented Design, Regular Expressions, Object Relational Model, .NET Compact Framework, ISAPI, Cloud Computing, ASP.NET AJAX, Flash, ActionScript, SEO, SFDC, Salesforce.com
Education
University of Cincinnati 2000 — 2005
BS, Information Engineering, IT
University of Cincinnati-Raymond Walters College 1996 — 1998
Associate of Applied Business, Computer Science
Quicken Loans July 2009 - Present
Union Central October 2004 - April 2009
Soccer Center August 2002 - August 2008
Skills
Mortgage Lending, Banking, Loans, Mortgage Banking, Insurance, Sales, Finance, Selling, Credit, Loan Origination, Refinance, FHA, Underwriting, Credit Analysis, VA loans, Financial Analysis, Portfolio Management, Residential Mortgages, Consumer Lending, Commercial Lending, Small Business Lending, Mortgage Servicing, USDA, Mortgage Underwriting
Education
Ohio University 2005 — 2009
B.S. of Communications, Organizational Communication, Finance, Economics
UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies August 2012 - Present
Ameritas September 2010 - August 2012
Ameritas December 2006 - September 2009
Union Central March 1987 - November 2006
Skills
Insurance, Series 6, Underwriting, Securities, Life Insurance, Customer Service, Term Life Insurance, Health Insurance, Fixed Annuities, Microsoft Excel, Investments
Education
University of Phoenix 2004 — 2012
Bachelors, Business Management
Northwest High School 1983 — 1986
Word Processing
AmericanTrust Retirement Plan Services January 2008 - December 2008
Benefit Equity Plans October 2001 - December 2008
Union Central January 1985 - October 2001
I B M 1978 - 1981
hollywood on a string 1980 - 1980
PSU HOME FOR FUTURE WHO'S WHO... 1974 - 1977
Education
Penn State University 1974 — 1977
B A, Speech Communication / Management
Ameritas April 2015 - Present
Ameritas January 2012 - March 2015
Ameritas January 2011 - January 2012
The UNIFI Companies May 2005 - January 2011
Union Central May 2005 - December 2010
Union Central January 2004 - July 2005
Union Central January 2000 - December 2003
Union Central January 1999 - December 1999
Union Central July 1997 - December 1999
Skills
Mutual Funds, Retirement Planning, Employee Benefits, Insurance, Strategic Financial..., Series 6, Securities, ERISA, Life Insurance, Relationship Management, Business Planning, Leadership, Wealth Management, Investment Advisory, Long-term Care, Financial Services, Retirement, 401k, Investments
Education
Miami University 1993 — 1997
BS, Finance
Ameritas October 2012 - Present
Union Central Life Insurance Co. February 1997 - December 2012
Union Central June 2008 - 2008
The Union Central Life Insurance Co April 1999 - February 2006
Education
University of Phoenix- West Chester 2004 — 2006
Master, Business
Mount Vernon Nazarene University 1992 — 1996
CHAP Clips 2011 - Present
ACEB LLC May 2010 - Present
Ohio National Financial Services May 2013 - April 2015
Unifi/ Union Central Life May 2002 - October 2009
Union Central Life Insurance Company (UNIFI) 2002 - 2006
Digineer 1999 - 2002
Union Central 1990 - 1999
EDS 1984 - 1990
Great American Insurance Company August 1983 - April 1984
Skills
Project Management, Vendor Management, IT Strategy, Business Analysis, Insurance
Education
University of Kentucky 1979 — 1983
Bachelor of Science, Computer Science
MicroSecurity, Inc Insurance Agent & Financial PlannersDEMOLINA & ASSOCIATES, INC.June 2007 - Present
Blackstone Calling cards 2001 - 2003
Blackstone 2001 - 2003
Union Central 2001 - 2003
Education
Florida International University - College of Business 2004 — 2006
Fund Evaluation Group November 2000 - Present
Union Central June 1999 - November 2000
Skills
Asset Allocation, Fixed Income, Asset Managment, Investments, Portfolio Management, Private Equity, Financial Modeling, Financial Analysis, Process Improvement, Data Analysis, Microsoft Excel, Research
Education
Miami University 1994 — 1999
Bachelor's degree, Accounting
Union Central Life Insurance Company 2013 - Present
Union Central October 1989 - Present
Hamilton Orthopedic Associates June 1995 - October 1996
Education
Miami University 1982 — 1984
Pre-Nursing
Ohio National Financial Services September 2009 - Present
Union Central 2001 - 2009
Smith Barney 1994 - 2001
Education
University of Cincinnati
Ohio National Financial Services October 2014 - Present
Ameritas January 2010 - October 2014
Union Central April 1983 - January 2010
Union Central, (UNIFI Companies) 1995 - 2010
EDS (at Union Central 1984 - 1996
EDS 1983 - 1991
Skills
VMware ESX, Windows Server 2008, Lotus Notes, SQL, Project Management, Change Management, Active Directory, VMware, Servers, Process Improvement, Security, Windows Server, High Performance..., Disaster Recovery, Virtualization, Operating Systems, System Administration, DNS, Network Administration, Windows, XP, Troubleshooting, Infrastructure, VMware Infrastructure, Windows XP
Education
Xavier University 1984 — 1986
Cincinnati State Technical and Community College 1981 — 1983
Associate, IT
Cincinnati Public Schools August 2014 - Present
Cincinnati Public Schools February 2008 - Present
BMW, MINI Cooper, VW, Lincoln Mercury 2004 - 2007
Accent on Cincinnati 2003 - 2004
Union Central December 1992 - 2002
G.E. Aircraft Engines 1988 - 1992
Video Features, Inc. 1986 - 1988
WKRC-TV 1980 - 1986
WCPO-TV December 1977 - May 1980
Skills
Marketing Communications, Marketing, Training, Team Building, Social Media, Public Speaking, Video Production, Teaching, Video
Education
Xavier University 2010 — 2014
Master’s Degree, Special Education and Teaching, 3.8
University of South Florida 1975 — 1977
BA, Mass Communications
Miami University 1974 — 1975
A A, Broadcasting
Otterbein University 1972 — 1974
Speech, Theater
Belterra Casino Resort June 2015 - Present
Homeward Bound Greyhound Association October 2010 - Present
People Working Cooperatively, Inc. March 2013 - June 2015
Faces without Places August 2012 - August 2013
Ameritas May 2006 - October 2012
Union Central 2000 - 2006
Union Central 1996 - 2000
Union Central 1993 - 1996
Union Central 1992 - 1993
Skills
Internal Communications, Employee Relations, Training Delivery, Employee Benefits, Human Resources, Personnel Management, Management, Training, Leadership, Event Planning, Policy, Program Management, Nonprofits, Team Building, Organizational..., Marketing, Payroll, Leadership Development, Community Outreach, Public Relations, Analysis, Corporate Communications, Succession Planning, Recruiting, Performance Management, Employee Engagement
Education
University of Cincinnati 2000 — 2003
MA, Labor & Employment Relations
Wilmington College 1992 — 1994
B.A., Management
Miami University 1981 — 1984
Ameritas January 2015 - Present
Ameritas September 2013 - February 2015
Ameritas October 2010 - August 2013
Union Central November 2007 - March 2009
International School of Beijing December 2003 - June 2004
Skills
Insurance, Actuarial Science, Analysis, Fixed Annuities, Reinsurance, Employee Benefits, Health Insurance, Underwriting, Sales, Investments, Customer Service, Leadership, Retirement, Process Improvement, Management, Life Insurance
Education
Miami University 1981 — 1986
Body Image Wellness Center May 2010 - Present
TDH Marketing March 1994 - Present
Union Central December 1991 - May 1994
Union Central December 1991 - May 1994
Education
Sinclair Community College 1983 — 1989
Associate of Applied Science (A.A.Sc.), Design and Visual Communications
Institute for the Psychology of Eating
Certified Eating Psychology Coach, Foods, Nutrition, and Wellness Studies, General
Ameritas Life Insurance Corp. January 2011 - Present
U.S. Army Reserve 1978 - Present
International Disability Insurance Society January 2009 - December 2010
Union Central January 2008 - December 2010
US Army 1978 - 2009
Colonial Supplemental Insurance June 2007 - January 2008
OneAmerica August 2001 - June 2007
OneAmerica Financial Partners 2001 - 2007
AMERICAN UNITED LIFE INSURANCE COMPANY 2001 - 2007
American United Life 1995 - 2007
Skills
Disability Insurance, Employee Benefits, Financial Risk, Life Insurance, Insurance, Fixed Annuities, Brokers, Leadership, Retirement, Retirement Planning, 401k, Strategic Financial..., Term Life Insurance, Estate Planning, Long-term Care, Claim, Underwriting, Series 63, Marketing, Sales, Health Insurance, Whole Life, Mutual Funds, Long Term Care Insurance, Investments
Education
The American College 2002 — 2004
MSFS, Financial Services
Iowa State University 1975 — 1977
Bachelor of Arts (B.A.), Political Science and Government
The American College
Ameritas 2009 - Present
UNIFI Companies December 1986 - Present
Union Central Life Ins Co 1986 - Present
Union Central Life Insurance Company (UNIFI) 1986 - Present
Union Central 1986 - Present
Education
University of Cincinnati College of Business 1974 — 1979
William Raveis Real Estate June 2010 - Present
Keller Williams Realty October 2008 - September 2010
Prudential Rand Realty 2006 - 2008
Mark Seiden Real Estate 2002 - 2006
Union Central 2001 - 2002
Lebenson Actuarial Services, Inc. 1997 - 2002
Coty 1993 - 1997
Skills
Marketing Strategy, Negotiation, Customer Relations, First Time Home Buyers, Customer Service, Sellers, Real Estate, Investment Properties, Relocation, Residential Homes, Vacation Homes, Real Estate Transactions, Buyer Representation, National Association of..., Single Family Homes, Condos, ABR, Short Sales, Buyers, Townhomes
Education
Bucknell University 1988 — 1993
BA, Education
Briarcliff Manor High School 1984 — 1988
UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies March 2011 - Present
Union Central March 2007 - March 2011
Union Central Life Insurance Company November 1996 - March 2007
US Bank 1995 - 1996
Ohio National Life Insurance Company 1994 - 1995
Hook SupeRx, Inc. 1991 - 1994
American Laundry Machinery, Inc. 1989 - 1991
Systematics 1984 - 1989
Skills
Requirements Analysis, Business Analysis, PowerPoint, Java, Databases, Excel, Microsoft Office, Lotus Notes, SDLC, COBOL, Insurance, Testing, SQL, Analysis, Microsoft Excel, Business Intelligence, Windows, Change Management
Education
University of Phoenix 2010 — 2012
Associate of Arts (AA), Information Technology, Visual Communication
Indiana Farm Bureau Insurance 1998 - Present
Union Central 1990 - 1998
Union Central August 1988 - April 1990
Ohio National September 1987 - August 1988
Phoenix Life Insurance Company July 1984 - August 1987
Education
University of Massachusetts, Amherst 1983 — 1985
Certificate, Computer and Information Science
Smith College 1974 — 1979
B.A., Government
Market6 May 2015 - Present
Anthem, Inc. June 2014 - May 2015
Touchstone Group Associates June 2011 - December 2013
Givaudan October 2004 - June 2011
Union Central August 2003 - October 2004
Quality Gold February 1997 - January 2003
Skills
Analysis, Process Improvement, Risk Management, Project Management, Business Analysis, Microsoft Office, SAP, Change Management, SQL, Budgets, Program Management, Account Management, Strategic Planning, Accounting, Financial Analysis, Business Process..., Microsoft Excel, ERP, Team Leadership, Team Building, General Ledger, Cross-functional Team..., Financial Reporting, Microsoft SQL Server, Software Project..., Visio, IT Strategy, Vendor Management, Strategy, Analytics, Business Development, Product Development, Leadership, Enterprise Software, Business Planning, Insurance, Business Process...
Education
Indiana Wesleyan University 2005 — 2007
Masters of Business Administration, Business
Miami University 1998 — 2003
Bachlor's of Science, Finance
Federal Home Loan Bank of Cincinnati December 2014 - Present
Federal Home Loan Bank of Cincinnati May 2008 - Present
Batavia Local School District 2004 - 2015
Batavia Local School District 2004 - 2015
Union Central March 2001 - May 2008
Techsolve 1996 - 1998
Skills
Risk Management, Strategic Planning, Microsoft Excel, Process Improvement, Operational Risk..., Operational Risk, Project Management, Customer Service, Insurance, Enterprise Risk..., Financial Services, Financial Risk, Banking, Sarbanes-Oxley Act, Financial Reporting, Internal Audit, Vendor Management, Finance, Credit, Risk Assessment, Internal Controls, Financial Modeling
Education
Capital University - Graduate School of Administration 1996 — 1996
Certified Business Analyst, Graduate Schools of Admininstration
Mississippi State University 1983 — 1985
MPA, Masters of Public Policy and Administration
Mississippi State University 1983 — 1985
Master of Public Administration (MPA), Public Policy Analysis
Delta State University 1979 — 1983
BA, Political Science
IU Health Methodist Hospital May 2015 - Present
Indiana University Health December 2013 - May 2015
Indiana University Health November 2012 - December 2013
Ameritas January 2011 - October 2012
Cincinnati Children's Hospital Medical Center February 2010 - January 2011
AIG June 2006 - August 2009
AIG February 2004 - June 2006
Union Central March 2002 - February 2004
Union Central May 2001 - March 2002
Skills
Insurance, Customer Service, Claim, Life Insurance, Finance, Financial Analysis, Underwriting, Retirement Planning, Property, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Healthcare, Claims Management, Sales, Cpr Certified, IV, Commercial Insurance, Coaching, Investments, Liability, Employee Training, Professional Liability, Leadership, Hospitals, Nursing, HIPAA
Education
Ivy Tech Community College 2014 — 2015
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Ivy Tech Community College 2012 — 2013
Technical Certificate, Practical Nursing, Vocational Nursing and Nursing Assistants
Indiana University Bloomington 1997 — 2001
BA, Telecommunications and History
Ameritas 1998 - Present
Ameritas Retirement Plans 1998 - Present
Union Central 1998 - 2008
National Underwriter 1997 - 1998
Skills
401k, Retirement, Pensions, Employee Benefits, Compliance, ERISA, Defined Benefit, Mutual Funds, Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Financial Services, Investments, Financial Planning, Series 7, Disability Insurance, Securities, Wealth Management
Education
University of Cincinnati College of Law 1994 — 1997
JD, Law
University of Dayton 1991 — 1994
BA, English
University of Toledo College of Law
Empire State Benefits, LLC January 2009 - Present
Price, Raffel & Browne June 2005 - January 2009
Union Central 2005 - 2008
Guardian Life Insurance 2003 - May 2005
Paul Revere 1983 - July 1999
Skills
Disability Insurance, Annuities, Employee Benefits, Long Term Care, Insurance, Fixed Annuities, Long-term Care, Term Life Insurance, Life Insurance, Sales, Retirement Planning, Claim, Claims Management, Retirement, 401k, Brokers, Estate Planning, Health Insurance, Underwriting
Education
New York University 1975 — 1979
BS, Art
Rockland Community College
Associates, Art
Ameritas January 2007 - Present
Barb King Productions June 1997 - December 2007
DSC Consulting January 2006 - November 2006
Union Central Life Insurance September 1987 - June 1997
Union Central Life Insurance Company (UNIFI) 1987 - 1994
Union Central December 1987 - June 1993
AT&T June 1984 - January 1986
Skills
Marketing Communications, Video Production, Project Management, Video, Team Building, Creative Problem Solving, Creative Strategy, Creative Direction, Live Events, Interactive Marketing, Integrated Marketing, Video Editing, Inspiring People, Corporate Communications, Internal Communications, Leadership, Public Speaking, Management, Insurance, Marketing, Life Insurance, Strategic Planning, Editing, Social Media, Web Content, Multimedia, Marketing Strategy, Social Media Marketing, Advertising, Email Marketing, Event Planning, Public Relations, Writing, Event Management, Digital Marketing, Copywriting, Storytelling, Social Networking, Online Advertising, Strategy, Media Relations, Digital Media, Press Releases, Film, Adobe Creative Suite, Communication, Strategic Communications, Creative Writing, Film Production, Photoshop
Education
Miami University 1982 — 1984
MS, Mass Communication
Miami University 1978 — 1982
BA, English
AIG November 2014 - Present
AIG October 2013 - November 2014
AIG December 2012 - October 2013
AIG June 2009 - October 2013
AIG April 2005 - June 2009
Genworth January 2003 - April 2005
Union Central 2002 - 2003
CNA Life 1999 - 2002
Union Central 1994 - 1999
Skills
Life Insurance, Risk Management, Organizational...
Education
Gannon University
Bachelor’s Degree, Accounting and Finance
Penn State University
Master’s Degree, Insurance
Kuss Filtration Inc. November 2014 - Present
Cooper Tire & Rubber Company September 2010 - November 2014
Cooper Tire & Rubber Company August 2008 - October 2011
Cooper Tire & Rubber Company May 2006 - August 2008
Cooper Tire & Rubber Company February 2000 - May 2006
Cooper Tire & Rubber Company July 1994 - February 2000
Cooper Tire & Rubber Company June 1988 - July 1994
Union Central January 1987 - June 1988
Marathon Oil Company January 1984 - December 1986
Skills
Financial Reporting, Internal Audit, SAP, Financial Analysis, Internal Controls, Accounting, Strategic Financial..., Sarbanes-Oxley Act, Strategic Planning
Education
Ashland University 1989 — 1992
MBA, Business
University of Dayton 1979 — 1983
BS, Accounting
Findlay High School 1976 — 1979
Fidelity Investments June 2007 - Present
Western & Southern Financial 2005 - 2007
Western & Southern Financial Group September 2004 - June 2005
Union Central July 2003 - September 2004
Skills
Financial Services, Management, Business Analysis, Mutual Funds, Customer Service, Leadership, 401k, Market Research, Retirement, Risk Management
Education
Thomas More College 2004 — 2006
MBA, Business
University of Cincinnati College of Business 1997 — 2003
BBA, Management
Cincinnati Children's Hospital Medical Center March 2013 - Present
Cincinnati Children's Hospital Medical Center January 2011 - March 2013
University of Cincinnati September 2007 - April 2011
University of Cincinnati September 2007 - June 2010
Union Central June 2007 - August 2007
Graf & Stiebel Co., L.P.A June 2007 - July 2007
Miami University September 2005 - May 2007
Miami University June 2006 - September 2006
Victoria's Secret April 2003 - September 2003
Skills
ELISA, Western Blotting, Cell Culture, Cell Transfection, Cloning Techniques, PCR, RT-PCR, real-time PCR, PCR primer design, Immunocytochemistry, Reverse Hemolytic..., Gel Electrophoresis, Solution Preparation:..., Animal: colony..., Mass Spectrometry, HPLC, UV/Vis, Radioimmunoassay, Computer Skills: Excel,...
Education
University of Cincinnati 2007 — 2011
M.S., Pharmaceutical Sciences, 3.53
Miami University 2003 — 2007
B.A., Chemistry, 3.649
Wealth Solutions LLC September 1998 - Present
The Pension Center, LLC based in Arkansas January 2012 - Present
Ameritas Investment Corp. January 2000 - Present
Acacia Mutual Holding Company December 1994 - September 1998
Union Central August 1987 - December 1994
CNA Insurance September 1984 - August 1987
Union Central August 1981 - September 1983
Skills
Wealth Management, Financial Analysis, Retirement Income..., Personal Financial..., Business Financial..., Investment Advisory, Alternative Investment..., Investment Strategies, Strategic Financial..., Wealth Preservation..., Estate Planning, Executive Benefit..., 401(k) Plans, Retirement Plan..., Qualified Retirement..., Cash Balance Plans
Education
Tulane University - A.B. Freeman School of Business 1989 — 1991
MBA, Business
University of New Orleans 1977 — 1980
BA, Political Science
Ohio National Financial Services June 1998 - Present
Union Central July 1990 - June 1998
Skills
Retirement Planning, Pensions
Education
University of Cincinnati 2000 — 2012
Legal Assisting/Paralegal
Jackson College of Ministries 1985 — 1988
Bachelor of Arts in Christian Education, Education
The Petersdorf Company LLC January 1979 - Present
Allstate August 2011 - October 2011
Union Central April 1985 - August 1987
Skills
Insurance, Remodeling, Small Business, Contractors, Siding
Education
Kaplan 2006 — 2010
none, contracting
Hennepin Technical College 1995 — 2008
no degree - some classes, contracting - Time management - ASL
Willis October 2014 - Present
Mercury Financial Group June 2013 - October 2014
The Hartford October 2002 - March 2013
Hartford Life Insurance June 2000 - October 2002
Union Central 1999 - 2000
UnumProvident 1997 - 1999
The New England (now New England Financial) 1988 - 1997
Skills
Series 6, Series 63, Mutual Funds, Retirement, 401k, Variable Annuities, FINRA, Asset Allocation, Wealth Management, Investments, Securities, IRAs, Life Insurance, Sales, Series 65, Building Strong..., Separately Managed..., Leadership, Financial Services, Disability Insurance, Uniform Combined State..., Portfolio Management, Seminars, Investment Strategies, Investment Advisory, Estate Planning, Finance, Wealth, Insurance, Series 7
Education
University of Colorado at Boulder 1981 — 1985
BA, History
Fairytale Journeys by Will February 2013 - Present
Fifth Third Bank September 2011 - Present
MULTILAW Services Limited May 2010 - September 2011
Union Central June 2006 - December 2009
RxBazaar 2000 - 2001
General Business Service July 1990 - December 1999
TechSoft Systems 1997 - 1999
Anthem 1995 - 1997
Kohlhepp, Wolfe and Associates PSC March 1989 - June 1990
Internal Revenue Service August 1985 - March 1989
Skills
ITIL Certified, Usability, PHP, Web Interface Design, Project Management, Agile Methodologies, Management, Executive Management, Financial Accounting, Change Management, Release Management, Mentoring, Project Portfolio..., Business Analysis, Requirements Analysis, Integration, SDLC, Process Improvement
Education
Northern Kentucky University 1986 — 1994
Bachelors, Major: Accounting Minor: Info Systems
Southern Ohio College 1985 — 1987
Undergrad, Major: Accounting Minor: Info Systems
Union Central January 2002 - Present
Skills
Fixed Annuities, Term Life Insurance, Disability Insurance, Life Insurance..., Insurance, Long-term Care, Sales, Retirement, Retirement Planning, Life Insurance, Health Insurance, Investments, Estate Planning, Employee Benefits, Small Business, 401k
Education
Brooklyn College 1981 — 1984
Bachelor of Arts, Political Science
FermoGroup January 1990 - Present
Vitas Healthcare November 2003 - January 2009
VITAS Healthcare Corporation November 2003 - January 2009
FPA Medical Management Inc January 1998 - January 2000
Union Central 1973 - 1982
Skills
Employee Benefits, Strategic Planning, COBRA, Employee Relations, Open Enrollment, Payroll, Insurance, Onboarding, Talent Acquisition, Benefits Administration, ERISA, Public Speaking, Deferred Compensation, Human Resources, HR Policies, Organizational..., Performance Management, Employee Engagement, FMLA, Employee Training, Team Building, Health Insurance, Leadership, HR Consulting, HRIS, Applicant Tracking..., Administration
Education
City University of New York City College 1971 — 1974
Bachelor of Business Administration (BBA)
Mesirow Financial December 1988 - Present
Union Central 1986 - 1988
CIGNA Healthcare 1978 - 1986
Skills
Employee Benefits, Insurance, Disability Insurance, Recapitalizations, Brokers, Fairness Opinions, Investment Management, Credit Trading, Life Settlements, Health Insurance, Equities, Capital Markets, Life Insurance, 401k, Leadership, Strategic Planning, Sales, Term Life Insurance, Strategy, Underwriting
Education
University of Illinois at Urbana-Champaign 1972 — 1977
Bachelor of Science (BS), Speech Communication and Rhetoric
Union Central Actuarial ComplianceAmeritas1986 - Present
Skills
Insurance, Business Analysis, Project Management, Life Insurance, Customer Service, Process Improvement, Management, Health Insurance, Requirements Analysis, Employee Benefits, Microsoft Excel, Leadership, Analysis
Education
Northern Kentucky University 1981 — 1985
Bachelor's Degree, Marketing
Ohio National Financial Services January 2001 - Present
Union Central March 1999 - January 2001
American General / US Llife 1985 - 1999
Education
Pennsylvania State University 1966 — 1970
BA, Liberal Arts
Msgr Bonner High School
The American College
CLU , ChFC
Cretcher Heartland Power Group July 2015 - Present
Canopy February 2014 - July 2015
HBS, LLC. April 1994 - February 2014
Guardian Life Insurance Co. September 1988 - April 1994
Union Central July 1984 - September 1988
Skills
Health Savings Accounts, Health Insurance, Disability Insurance, Employee Benefits, Insurance, Managed Care, Long-term Care, Customer Service, Benefits Administration, Medicare, Dentistry, Retirement, Sales Presentations, Account Management, Salesforce.com, Health Care Reform, Cafeteria Plans, Flexible Spending..., Healthcare, Licensed Life & Health..., Term Life Insurance, Brokers, Life Insurance, Claim, Underwriting, COBRA, Sales
Education
Johnson County Community College 1981 — 1983
Associate Degree, Business Administration
OneAmerica May 2006 - August 2010
OneAmerica May 2005 - May 2006
Union Central January 1995 - January 2003
Union Central May 1989 - May 1995
Union Central June 1986 - May 1989
Education
Marian University
MarketingPsychology
Miami University
Ameritas October 2010 - Present
Union Central April 2006 - August 2010
Union Central Life Insurance Company October 2002 - April 2006
Skills
Fixed Annuities, Pensions, Insurance, Disability Insurance, Life Insurance, 401k
Education
University of Cincinnati
Bachelor Degree in Applied Science (BS), Accounting
University of Phoenix
Masters of Business Administration (MBA)
Ohio National Financial Services December 2014 - Present
Munich American Reassurance Company March 2014 - December 2014
Ohio National Financial Services July 2011 - March 2014
Southwest Lcoal Schools August 2003 - June 2011
Union Central 1993 - 2003
Skills
Actuarial Science, Microsoft Excel, Financial Modeling, Financial Reporting, Financial Analysis, Life Insurance, Data Analysis, Term Life Insurance, Teaching, Mathematical Analysis, Insurance, Reinsurance
Education
The University of Texas at Austin 1978 — 1982
BSME, Mechanical Engineering
The University of Arizona 1983 — 1989
MSME, Reliability Engineering
Wright State University 2003 — 2005
MEd, Secondary Education
AlwaysCare Benefits August 2012 - Present
UHC Specialty May 2007 - August 2012
LifeRe (acquired by Ameritas) 2002 - 2007
Union Central 1998 - 2002
SJA Brokerage / Bradford Marketing (acquired by USI) 1989 - 1998
Skills
Goals and Objectives, Excel, PowerPoint, HR Policies, Compliance, Mentoring, Coaching, Strategic Planning
Education
Texas Tech University 1986 — 1989
MKT
Texas Tech University 1985 — 1988
American College, Marketing
Odessa Permian
Humana November 2007 - Present
Union Central February 1988 - May 2007
Great West Life June 1984 - February 1988
Skills
Actuarial Science
Education
Ball State University 1980 — 1984
BS, Actuarial Science