USAA Company
Industry: Financial services company
DescriptionThe United Services Automobile Association is a San Antonio, Texas-based Fortune 500 diversified financial services group of companies including a Texas Department of Insurance-regulated reciprocal ... Customer service: 810 1 210-498-2722 Members: 12.4 million (2017) Headquarters: San Antonio, Texas, United States CEO: Stuart Parker Number of employees: 32,896 (2017) Revenue: 30.02 billion USD (2017)
USAA List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at USAA. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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12,484 USAA employees in database. Find out everything there's to know about USAA employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
USAA Employees
Employee
Years
Job
Industry
Jason Coutee Jason Coutee's USAA Experience March 2012 - May 2014
Job Elementary Education
Industry Education Management
Experience
NEISD Montgomery elementary January 2015 - Present
NEISD December 2014 - Present
USAA March 2012 - May 2014
Skills
Supervisory Skills, Intelligence Analysis, Physical Security, Policy, Intelligence, Military Experience, Security Management, Security Clearance, Leadership Development, National Security
Education
University of the Incarnate Word 2012 — 2014
Master of Arts (M.A.), Elementary Education and Teaching
University of the Incarnate Word 2010 — 2011
Bachelors, Education
Cochise College 2008 — 2010
Associate of Applied Science, Intelligence Operations
San Antonio College 2008 — 2010
Associate of Arts, Liberal Arts
NEISD Montgomery elementary January 2015 - Present
NEISD December 2014 - Present
USAA March 2012 - May 2014
Skills
Supervisory Skills, Intelligence Analysis, Physical Security, Policy, Intelligence, Military Experience, Security Management, Security Clearance, Leadership Development, National Security
Education
University of the Incarnate Word 2012 — 2014
Master of Arts (M.A.), Elementary Education and Teaching
University of the Incarnate Word 2010 — 2011
Bachelors, Education
Cochise College 2008 — 2010
Associate of Applied Science, Intelligence Operations
San Antonio College 2008 — 2010
Associate of Arts, Liberal Arts
Lisa Gonzales Lisa Gonzales's USAA Experience October 2014 - Present
Job Enterprise Event Planner II at USAA
Industry Financial Services
Experience
USAA October 2014 - Present
Aerotek for USAA March 2013 - October 2014
Hyatt Hotels Corporation November 2008 - June 2012
Hyatt Hotels Corporation February 2008 - November 2008
Skills
Venue Search, Event Planning, Event Management, Contract Negotiation, Budget Monitoring, Marketing, Hospitality Industry, Hotels, Hotel Management, Accounts Payable, Audio Visual Rental, Reporting & Analysis, Food & Beverage, Accounts Receivable, Microsoft Excel, Microsoft Word, PowerPoint, Passkey, Office Administration, Cvent, Opera, Oracle, Delphi, Time Management, Hospitality, Hospitality Management, Meeting Planning, Customer Service, Sales
Education
City Colleges of Chicago-Wilbur Wright College 1993 — 1996
Business Administration and Management, General
Northern Illinois University 1992 — 1993
General Studies
USAA October 2014 - Present
Aerotek for USAA March 2013 - October 2014
Hyatt Hotels Corporation November 2008 - June 2012
Hyatt Hotels Corporation February 2008 - November 2008
Skills
Venue Search, Event Planning, Event Management, Contract Negotiation, Budget Monitoring, Marketing, Hospitality Industry, Hotels, Hotel Management, Accounts Payable, Audio Visual Rental, Reporting & Analysis, Food & Beverage, Accounts Receivable, Microsoft Excel, Microsoft Word, PowerPoint, Passkey, Office Administration, Cvent, Opera, Oracle, Delphi, Time Management, Hospitality, Hospitality Management, Meeting Planning, Customer Service, Sales
Education
City Colleges of Chicago-Wilbur Wright College 1993 — 1996
Business Administration and Management, General
Northern Illinois University 1992 — 1993
General Studies
Amy Lucie Amy Lucie's USAA Experience February 1994 - Present
Job Wealth Advisor at USAA
Industry Financial Services
Experience
USAA February 1994 - Present
Thrivent Financial for Lutherans June 1991 - February 1994
Skills
CRPC, AAMS, CLU, ChFC, ALMI, ACS, ALHC, Hold Series 7, Series 24, Series 63, Series 65, Retirement Planning, Asset Allocation, Life & Health Insurance..., Wealth Accumulation, Financial Advisory, Insurance, Leadership, Financial Services, Series 7, Mutual Funds, Wealth, Investments, Life Insurance, Wealth Management, Retirement, Fixed Annuities, Finance, Investment Advisory, Investment Strategies, Estate Planning, Management, Process Improvement, Banking, Team Building, IRAs, Team Leadership, Public Speaking, Coaching
Education
University of Maryland College Park 1989 — 1991
Business Admins, Finance
Prince George's Community College 1987 — 1989
Associate, Business Administration
College for Financial Planning
Certified Financial Planner Program
The American College 1994 — 2000
Chartered Life Underwriter, Chartered Financial Consultant
USAA February 1994 - Present
Thrivent Financial for Lutherans June 1991 - February 1994
Skills
CRPC, AAMS, CLU, ChFC, ALMI, ACS, ALHC, Hold Series 7, Series 24, Series 63, Series 65, Retirement Planning, Asset Allocation, Life & Health Insurance..., Wealth Accumulation, Financial Advisory, Insurance, Leadership, Financial Services, Series 7, Mutual Funds, Wealth, Investments, Life Insurance, Wealth Management, Retirement, Fixed Annuities, Finance, Investment Advisory, Investment Strategies, Estate Planning, Management, Process Improvement, Banking, Team Building, IRAs, Team Leadership, Public Speaking, Coaching
Education
University of Maryland College Park 1989 — 1991
Business Admins, Finance
Prince George's Community College 1987 — 1989
Associate, Business Administration
College for Financial Planning
Certified Financial Planner Program
The American College 1994 — 2000
Chartered Life Underwriter, Chartered Financial Consultant
Shane Lawson's USAA Experience March 2010 - Present
Job Financial Foundations Specialist at USAA
Industry Financial Services
Experience
USAA March 2010 - Present
Liberty National Life Insurance Company May 2008 - March 2010
Skills
Flood Insurance, Windstorm Insurance, Licensed Property &..., Homeowners Insurance, Auto Insurance, CPCU, Insurance, Strategic Financial...
Education
CPCU 2012 — 2016
Chartered Property and Caulty Underwriter, Insurance
Coastal Carolina University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, Pass
USAA March 2010 - Present
Liberty National Life Insurance Company May 2008 - March 2010
Skills
Flood Insurance, Windstorm Insurance, Licensed Property &..., Homeowners Insurance, Auto Insurance, CPCU, Insurance, Strategic Financial...
Education
CPCU 2012 — 2016
Chartered Property and Caulty Underwriter, Insurance
Coastal Carolina University 2003 — 2008
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law, Pass
Joshua Cudney Joshua Cudney's USAA Experience September 2013 - Present
Job Auto Physical Damage Appraiser at USAA
Industry Financial Services
Experience
USAA September 2013 - Present
USAA March 2011 - September 2013
United States Marine Corps August 2000 - August 2004
Skills
Claims Investigations, Auto Claims, Recorded Statements, Auto Appraisal, Negotiation, Customer Service, Winning Others Over, Management, Microsoft Excel, Process Improvement, Public Speaking
Education
Western International University 2010 — 2012
Master of Business Administration (MBA), Marketing
Coastal Carolina University 2004 — 2009
Bachelor of Science (BS), Business Administration and Management, General
USAA September 2013 - Present
USAA March 2011 - September 2013
United States Marine Corps August 2000 - August 2004
Skills
Claims Investigations, Auto Claims, Recorded Statements, Auto Appraisal, Negotiation, Customer Service, Winning Others Over, Management, Microsoft Excel, Process Improvement, Public Speaking
Education
Western International University 2010 — 2012
Master of Business Administration (MBA), Marketing
Coastal Carolina University 2004 — 2009
Bachelor of Science (BS), Business Administration and Management, General
David Rich CFP®, AAMS® David Rich CFP®, AAMS®'s USAA Experience February 2003 - January 2007
Job Financial Advisor
Industry Investment Management
Experience
Proudly We Wave May 2015 - Present
WealthPlan Advisors, Inc. November 2013 - May 2015
Schwab Private Client Investment Advisor December 2009 - November 2013
AXA Advisors January 2007 - December 2009
USAA February 2003 - January 2007
Skills
Financial Planners, Financial Services, Retirement Planning, Wealth Management, Estate Planning, Investments, Strategic Financial..., Financial Analysis, Investment Advisory, 401k, Financial Advisory, Portfolio Management, Mutual Funds, Fixed Annuities, Finance, Asset Allocation, Series 7, Insurance, IRAs, Retirement, Wealth Management..., Securities, Financial Planning
Education
College for Financial Planning
CFP Certification Professional Education Program
College for Financial Planning 2011 — 2015
MS, Finance
College for Financial Planning
AAMS, Accredited Asset Management Specialist
University of Phoenix
BS, Business Management
Gilbert High School 1992 — 1996
General, General
Proudly We Wave May 2015 - Present
WealthPlan Advisors, Inc. November 2013 - May 2015
Schwab Private Client Investment Advisor December 2009 - November 2013
AXA Advisors January 2007 - December 2009
USAA February 2003 - January 2007
Skills
Financial Planners, Financial Services, Retirement Planning, Wealth Management, Estate Planning, Investments, Strategic Financial..., Financial Analysis, Investment Advisory, 401k, Financial Advisory, Portfolio Management, Mutual Funds, Fixed Annuities, Finance, Asset Allocation, Series 7, Insurance, IRAs, Retirement, Wealth Management..., Securities, Financial Planning
Education
College for Financial Planning
CFP Certification Professional Education Program
College for Financial Planning 2011 — 2015
MS, Finance
College for Financial Planning
AAMS, Accredited Asset Management Specialist
University of Phoenix
BS, Business Management
Gilbert High School 1992 — 1996
General, General
James Spears, MAL, MSPM, AIC, AAM, AIS James Spears, MAL, MSPM, AIC, AAM, AIS's USAA Experience October 2008 - Present
Job Assistant Vice President at USAA
Industry Financial Services
Experience
USAA October 2008 - Present
Collision Repair Education Foundation March 2015 - Present
I-CAR January 2009 - March 2015
Farmers Insurance October 2002 - October 2008
Nationwide Insurance 1994 - 2002
US Army 1985 - 1998
Skills
Executive Management, Project Management, Vendor Contracts, Vendor Management, Executive..., Insurance, Insurance Adjusting, Insurance Negotiations, Negotiation, Innovation, Leadership..., Claims Management, Business Development, Operations Management, Training, Customer Retention, Customer Satisfaction, Process Improvement, Automobile, Leadership, Strategy, Team Building, Claim, Cross-functional Team..., Business Process..., Competitive Analysis, Property & Casualty..., Business Planning
Education
University of North Carolina at Charlotte 1981 — 1985
Bachelor of Science (BS)
University of South Carolina-Columbia 1985 — 1987
Master's degree, Planning and research
City University of Seattle 2000 — 2001
Master of Business Administration (M.B.A.), Project Management
City University of Seattle 2011 — 2013
Master of Arts in Leadership, Organizational Leadership
USAA October 2008 - Present
Collision Repair Education Foundation March 2015 - Present
I-CAR January 2009 - March 2015
Farmers Insurance October 2002 - October 2008
Nationwide Insurance 1994 - 2002
US Army 1985 - 1998
Skills
Executive Management, Project Management, Vendor Contracts, Vendor Management, Executive..., Insurance, Insurance Adjusting, Insurance Negotiations, Negotiation, Innovation, Leadership..., Claims Management, Business Development, Operations Management, Training, Customer Retention, Customer Satisfaction, Process Improvement, Automobile, Leadership, Strategy, Team Building, Claim, Cross-functional Team..., Business Process..., Competitive Analysis, Property & Casualty..., Business Planning
Education
University of North Carolina at Charlotte 1981 — 1985
Bachelor of Science (BS)
University of South Carolina-Columbia 1985 — 1987
Master's degree, Planning and research
City University of Seattle 2000 — 2001
Master of Business Administration (M.B.A.), Project Management
City University of Seattle 2011 — 2013
Master of Arts in Leadership, Organizational Leadership
Peggy Kerzner's USAA Experience January 2014 - Present
Job Office Administrator at USAA
Industry Information Technology and Services
Experience
USAA January 2014 - Present
Golden Sales Group, LLC January 2012 - December 2013
RSVP Publications December 2007 - October 2011
Borrowers Advantage Mortgage Corp. January 1999 - June 2009
Mandarin Mortgage June 1996 - December 1998
First American Title 1994 - 1996
Skills
Employee Training, Training, Selling Skills, Marketing, Event Planning, Training Delivery, Advertising, Event Management, Creative Problem Solving, Loans, Customer Satisfaction, Team Building, Customer Service, Management, Customer Retention, Mortgage Lending, Marketing Strategy, Coaching, Curriculum Design, PowerPoint, Residential Mortgages, Cold Calling, Leadership, Small Business, Online Marketing, Curriculum Development, Microsoft Word, Microsoft Excel, RESPA, FNMA, Home Equity Loans, Home Equity Lines of..., Title Insurance, Escrow, Lead Generation, Office Administration, Executive Level..., Sales Training, Sales Skills Training, Sales Coach, Curriculum Writing, Curriculum Planning, Sales Trainer, Training & Development, motivational training, Mentoring, Building Trust, Proficient in Microsoft...
Education
City University of New York-Brooklyn College 1979 — 1983
BS, Psychology
MIdwood High School 1976 — 1979
USAA January 2014 - Present
Golden Sales Group, LLC January 2012 - December 2013
RSVP Publications December 2007 - October 2011
Borrowers Advantage Mortgage Corp. January 1999 - June 2009
Mandarin Mortgage June 1996 - December 1998
First American Title 1994 - 1996
Skills
Employee Training, Training, Selling Skills, Marketing, Event Planning, Training Delivery, Advertising, Event Management, Creative Problem Solving, Loans, Customer Satisfaction, Team Building, Customer Service, Management, Customer Retention, Mortgage Lending, Marketing Strategy, Coaching, Curriculum Design, PowerPoint, Residential Mortgages, Cold Calling, Leadership, Small Business, Online Marketing, Curriculum Development, Microsoft Word, Microsoft Excel, RESPA, FNMA, Home Equity Loans, Home Equity Lines of..., Title Insurance, Escrow, Lead Generation, Office Administration, Executive Level..., Sales Training, Sales Skills Training, Sales Coach, Curriculum Writing, Curriculum Planning, Sales Trainer, Training & Development, motivational training, Mentoring, Building Trust, Proficient in Microsoft...
Education
City University of New York-Brooklyn College 1979 — 1983
BS, Psychology
MIdwood High School 1976 — 1979
Jeremy Grant Jeremy Grant's USAA Experience September 2014 - Present
Job Business Applications Analyst Bank Infrastructure at USAA
Industry Banking
Experience
USAA September 2014 - Present
United States Air Force November 2012 - September 2014
United States Air Force February 2009 - November 2012
United States Air Force February 2005 - February 2009
Skills
Program Management, Project Management, PowerPoint, Analysis, Space Management, Space Systems, Management, Integration, Risk Management, Team Building, Leadership, Engineering
Education
Squadron Officer School 2011 — 2011
Military Management Development Course
University of La Verne 2009 — 2011
Master of Science (M.S.), Leadership and Management, 3.94
Clemson University 1997 — 2002
Bachelor of Science (B.S.), Ceramic Engineering, Cum Laude, 3.55
USAA September 2014 - Present
United States Air Force November 2012 - September 2014
United States Air Force February 2009 - November 2012
United States Air Force February 2005 - February 2009
Skills
Program Management, Project Management, PowerPoint, Analysis, Space Management, Space Systems, Management, Integration, Risk Management, Team Building, Leadership, Engineering
Education
Squadron Officer School 2011 — 2011
Military Management Development Course
University of La Verne 2009 — 2011
Master of Science (M.S.), Leadership and Management, 3.94
Clemson University 1997 — 2002
Bachelor of Science (B.S.), Ceramic Engineering, Cum Laude, 3.55
Barbara F Johnson PMP Barbara F Johnson PMP's USAA Experience January 2010 - June 2010
Job Retired
Industry Information Technology and Services
Experience
Retired October 2014 - Present
Austin Energy June 2012 - October 2014
DSHS - Central Office June 2010 - June 2012
USAA January 2010 - June 2010
Dell June 2009 - January 2010
Creative Support Solutions March 2007 - April 2009
Freightliner August 2004 - November 2006
Blackwell's Book Services December 2001 - August 2004
Emery AirFreight October 1997 - October 2001
Pacific Telecom April 1985 - September 1997
Skills
Team Management, Software Development..., PMP, Project Management, Change Management, Project Planning, Resource Management, Testing, Outsourcing, PMO, SDLC, Project Portfolio..., Software Project..., Program Management, Business Process..., Vendor Management, Business Process, Visio, Business Analysis, Analysis, DB2, Requirements Analysis, Integration, SharePoint, Software Development
Education
Clark College 1981 — 1984
AA, Computer Science
Clark College 1979 — 1981
AA, Business
Retired October 2014 - Present
Austin Energy June 2012 - October 2014
DSHS - Central Office June 2010 - June 2012
USAA January 2010 - June 2010
Dell June 2009 - January 2010
Creative Support Solutions March 2007 - April 2009
Freightliner August 2004 - November 2006
Blackwell's Book Services December 2001 - August 2004
Emery AirFreight October 1997 - October 2001
Pacific Telecom April 1985 - September 1997
Skills
Team Management, Software Development..., PMP, Project Management, Change Management, Project Planning, Resource Management, Testing, Outsourcing, PMO, SDLC, Project Portfolio..., Software Project..., Program Management, Business Process..., Vendor Management, Business Process, Visio, Business Analysis, Analysis, DB2, Requirements Analysis, Integration, SharePoint, Software Development
Education
Clark College 1981 — 1984
AA, Computer Science
Clark College 1979 — 1981
AA, Business
Jazmyne Renfro Jazmyne Renfro's USAA Experience June 2010 - August 2010
Job Corporate Business Solutions Account Executive at AT&T
Industry Telecommunications
Experience
AT&T July 2014 - Present
AT&T February 2014 - Present
Clark Atlanta University February 2011 - May 2013
MetLife June 2012 - July 2012
My Social Media Mentors.com/ Social Butterfli Media Group February 2011 - January 2012
USAA June 2010 - August 2010
Forever 21 June 2008 - August 2009
Skills
Leadership, Account Management, Sales, Customer Service, Social Media Marketing, Product Marketing, Promotions, Project Management, Advertising, Office Administration, Administrative..., Inventory Management, SAP, Microsoft Excel, Microsoft Word, PowerPoint, Marketing
Education
Clark Atlanta University 2009 — 2013
Bachelor of Arts, Business Administration
Manvel High School 2005 — 2009
AT&T July 2014 - Present
AT&T February 2014 - Present
Clark Atlanta University February 2011 - May 2013
MetLife June 2012 - July 2012
My Social Media Mentors.com/ Social Butterfli Media Group February 2011 - January 2012
USAA June 2010 - August 2010
Forever 21 June 2008 - August 2009
Skills
Leadership, Account Management, Sales, Customer Service, Social Media Marketing, Product Marketing, Promotions, Project Management, Advertising, Office Administration, Administrative..., Inventory Management, SAP, Microsoft Excel, Microsoft Word, PowerPoint, Marketing
Education
Clark Atlanta University 2009 — 2013
Bachelor of Arts, Business Administration
Manvel High School 2005 — 2009
Kevin Bergner Kevin Bergner's USAA Experience January 2012 - May 2014
Job Corporate, Military and Government Leader in Public Affairs and National Security Affairs
Industry Management Consulting
Experience
Independent May 2014 - Present
USAA January 2012 - May 2014
USAA January 2010 - January 2012
US Army July 2008 - January 2010
US Army May 2007 - July 2008
National Security Council January 2006 - May 2007
US Army January 2005 - December 2005
Skills
Leadership Development, Public Speaking, Strategic Planning, Public Relations and..., Executive Coaching, Change Management, Training, Customer Service
Education
UCLA Anderson School of Management 2010 — 2010
Certified Director, Director Education and Certification Program
City University of New York-John Jay College of Criminal Justice 1987 — 1988
Master of Public Administration (MPA), Public Administration
Trinity University 1975 — 1979
Bachelor of Science (B.S.), Business Administration and Management, General
Independent May 2014 - Present
USAA January 2012 - May 2014
USAA January 2010 - January 2012
US Army July 2008 - January 2010
US Army May 2007 - July 2008
National Security Council January 2006 - May 2007
US Army January 2005 - December 2005
Skills
Leadership Development, Public Speaking, Strategic Planning, Public Relations and..., Executive Coaching, Change Management, Training, Customer Service
Education
UCLA Anderson School of Management 2010 — 2010
Certified Director, Director Education and Certification Program
City University of New York-John Jay College of Criminal Justice 1987 — 1988
Master of Public Administration (MPA), Public Administration
Trinity University 1975 — 1979
Bachelor of Science (B.S.), Business Administration and Management, General
Khawaja Ghori, PMP,CSM's USAA Experience June 2001 - April 2006
Job Now Available for new challenges
Industry Oil & Energy
Experience
Turner & Townsend May 2014 - February 2015
Ideal Marine @ Noble Drilling - S. Korea November 2013 - March 2014
Ideal Marine @ Noble Drilling - Malta February 2013 - October 2013
Chevron/Cenergy (Contractor) July 2012 - December 2012
Raytheon July 2007 - May 2012
LAUSD 2006 - 2007
Technip April 2006 - November 2006
USAA June 2001 - April 2006
IBM March 1999 - July 2001
AT&T March 1998 - March 1999
Skills
Primavera P6e, MS Project, Artemis, International Project..., Project Planning, Scheduling, Contract Management, Cost, Earned Value Management, WBS, PMP, Cost Control, Risk Management, Planning, PMO, Procurement, Process Improvement, Project Control, Risk Analysis, Project Execution, Six Sigma, Visio, Primavera P6, Schedules, CPM Scheduling, Project Portfolio..., Cost Analysis, Project Coordination, Resource Management, PMI, Planning/Scheduling, Cost Management, Project Implementation, Schedule Development, Construction Management, Software Project..., Project Management, Process Scheduler, Team Leadership, Critical Chain, DCMA 14 Pts, IBR, JSR, Oil & Gas Industry, Offshore Drilling, Drilling, SDLC, Process Engineering, Management, Program Management
Education
Cleveland State University 1993 — 1995
MBA, Operations Management
University of Sindh 1969 — 1973
B.E, Elect Engg
Government College Sukkur, Sind 1967 — 1969
Higher Secondary Certificate, Pre Engineering
Modern High School, Sukkur 1958 — 1968
SSC, Secondary School Certificate
Turner & Townsend May 2014 - February 2015
Ideal Marine @ Noble Drilling - S. Korea November 2013 - March 2014
Ideal Marine @ Noble Drilling - Malta February 2013 - October 2013
Chevron/Cenergy (Contractor) July 2012 - December 2012
Raytheon July 2007 - May 2012
LAUSD 2006 - 2007
Technip April 2006 - November 2006
USAA June 2001 - April 2006
IBM March 1999 - July 2001
AT&T March 1998 - March 1999
Skills
Primavera P6e, MS Project, Artemis, International Project..., Project Planning, Scheduling, Contract Management, Cost, Earned Value Management, WBS, PMP, Cost Control, Risk Management, Planning, PMO, Procurement, Process Improvement, Project Control, Risk Analysis, Project Execution, Six Sigma, Visio, Primavera P6, Schedules, CPM Scheduling, Project Portfolio..., Cost Analysis, Project Coordination, Resource Management, PMI, Planning/Scheduling, Cost Management, Project Implementation, Schedule Development, Construction Management, Software Project..., Project Management, Process Scheduler, Team Leadership, Critical Chain, DCMA 14 Pts, IBR, JSR, Oil & Gas Industry, Offshore Drilling, Drilling, SDLC, Process Engineering, Management, Program Management
Education
Cleveland State University 1993 — 1995
MBA, Operations Management
University of Sindh 1969 — 1973
B.E, Elect Engg
Government College Sukkur, Sind 1967 — 1969
Higher Secondary Certificate, Pre Engineering
Modern High School, Sukkur 1958 — 1968
SSC, Secondary School Certificate
DeLori Furulie DeLori Furulie's USAA Experience 1991 - 1998
Job Sales Account Manager at Pitney Bowes
Industry Marketing and Advertising
Experience
Pitney Bowes March 2015 - Present
Two's Company January 2014 - Present
Sparrow Boutique & Jewelry Bar 2011 - December 2013
DeLori Designs Inc 2005 - 2013
Swank Boutique 2008 - 2011
USAA 1991 - 1998
Skills
Merchandising, Marketing, Sales, Sales Management, Management, Advertising, Customer Service, Direct Sales, Retail Sales, Wholesale, Human Resources, Legal Assistance, Point of Purchase, Creative Merchandising, Website Merchandising, Social Media Marketing, Website Promotion, Website Updating, Website Creation, Product Development, Logo Design, Purchasing, Fashion Buying, Advertising Sales, Fashion Design, Public Relations, Facebook, Jewelry, Social Networking
Education
City University of Seattle 1996 — 1998
MBA, Business and Marketing
University of Great Falls 1987 — 1990
Bachelor of Science (BS), Legal Assistant/Paralegal
Pitney Bowes March 2015 - Present
Two's Company January 2014 - Present
Sparrow Boutique & Jewelry Bar 2011 - December 2013
DeLori Designs Inc 2005 - 2013
Swank Boutique 2008 - 2011
USAA 1991 - 1998
Skills
Merchandising, Marketing, Sales, Sales Management, Management, Advertising, Customer Service, Direct Sales, Retail Sales, Wholesale, Human Resources, Legal Assistance, Point of Purchase, Creative Merchandising, Website Merchandising, Social Media Marketing, Website Promotion, Website Updating, Website Creation, Product Development, Logo Design, Purchasing, Fashion Buying, Advertising Sales, Fashion Design, Public Relations, Facebook, Jewelry, Social Networking
Education
City University of Seattle 1996 — 1998
MBA, Business and Marketing
University of Great Falls 1987 — 1990
Bachelor of Science (BS), Legal Assistant/Paralegal
Tom Mendoza Tom Mendoza's USAA Experience April 2012 - Present
Job Sr. Business Analyst
Industry Financial Services
Experience
USAA April 2012 - Present
USAA December 2007 - April 2012
USAA September 2005 - December 2007
Empire Blue Cross Blue Shield of New York January 2003 - August 2005
Skills
Business Analysis, Financial Modeling, Process Improvement, Business Process..., Analysis, Risk Management, Change Management, Project Management, Strategy, Requirements Analysis, Business Intelligence, Financial Analysis
Education
City University of New York-Hunter College
BA, Statistics and Applied Mathematics
USAA April 2012 - Present
USAA December 2007 - April 2012
USAA September 2005 - December 2007
Empire Blue Cross Blue Shield of New York January 2003 - August 2005
Skills
Business Analysis, Financial Modeling, Process Improvement, Business Process..., Analysis, Risk Management, Change Management, Project Management, Strategy, Requirements Analysis, Business Intelligence, Financial Analysis
Education
City University of New York-Hunter College
BA, Statistics and Applied Mathematics
Chad Waleryszak's USAA Experience May 2014 - July 2014
Job Account Relationship Associate at Huntington National Bank
Industry Investment Banking
Experience
USAA May 2014 - July 2014
Huntington National Bank June 2011 - April 2014
Walgreens December 2009 - June 2011
Skills
Microsoft Office, Investment Banking, Creativity, Determination to Succeed, Microsoft Excel, Political Science, Communication, Public Administration, Long Distance Running, Critical Thinking, Customer Service, Time Management, Investments, Higher Education, Finance, Risk Management, Employee Benefits, Financial Analysis, Outlook, Microsoft Word, Marketing
Education
Cleveland State University 2009 — 2011
Masters of Public Administration, Public Administration
Heidelberg College 2003 — 2008
Bachelor's degree, Political Science and Government
USAA May 2014 - July 2014
Huntington National Bank June 2011 - April 2014
Walgreens December 2009 - June 2011
Skills
Microsoft Office, Investment Banking, Creativity, Determination to Succeed, Microsoft Excel, Political Science, Communication, Public Administration, Long Distance Running, Critical Thinking, Customer Service, Time Management, Investments, Higher Education, Finance, Risk Management, Employee Benefits, Financial Analysis, Outlook, Microsoft Word, Marketing
Education
Cleveland State University 2009 — 2011
Masters of Public Administration, Public Administration
Heidelberg College 2003 — 2008
Bachelor's degree, Political Science and Government
Natasha Gay MBA, CFP®, CRPC® Natasha Gay MBA, CFP®, CRPC®'s USAA Experience April 2011 - October 2014
Job Bank Examiner/ Faculty Instructor
Industry Banking
Experience
Federal Reserve Bank of Dallas October 2014 - Present
University of Phoenix April 2011 - Present
USAA April 2011 - October 2014
Merrill Lynch June 2007 - April 2011
AT&T June 2004 - June 2007
LEE HILL TAX January 1998 - March 2003
Skills
Finance, Cross-functional Team..., Risk Management, Strategic Financial..., Management, Process Improvement, Investments, Strategic Planning, Portfolio Management, Wealth Management, Retirement Planning, CRM, Marketing, Business Development, Series 7, Sales, Leadership Development, Training and Development, Financial Advisory, Coaching, Mentoring, Strategy, Communication, Presentation, Certified Financial..., Estate Planning, Investment Advisory, Leadership, Analysis, Training, Banking, Financial Services, Forecasting, Insurance
Education
The American College 2013 — 2013
Certificate in Financial Planning
Clark Atlanta University 2003 — 2005
MBA, Finance
Oklahoma State University 1998 — 2002
Bachelor, Finance
Federal Reserve Bank of Dallas October 2014 - Present
University of Phoenix April 2011 - Present
USAA April 2011 - October 2014
Merrill Lynch June 2007 - April 2011
AT&T June 2004 - June 2007
LEE HILL TAX January 1998 - March 2003
Skills
Finance, Cross-functional Team..., Risk Management, Strategic Financial..., Management, Process Improvement, Investments, Strategic Planning, Portfolio Management, Wealth Management, Retirement Planning, CRM, Marketing, Business Development, Series 7, Sales, Leadership Development, Training and Development, Financial Advisory, Coaching, Mentoring, Strategy, Communication, Presentation, Certified Financial..., Estate Planning, Investment Advisory, Leadership, Analysis, Training, Banking, Financial Services, Forecasting, Insurance
Education
The American College 2013 — 2013
Certificate in Financial Planning
Clark Atlanta University 2003 — 2005
MBA, Finance
Oklahoma State University 1998 — 2002
Bachelor, Finance
Amanda Upshaw, CFP® Amanda Upshaw, CFP®'s USAA Experience
Job Manager Investment Operations at USAA
Industry Financial Services
Experience
USAA
Skills
Investments, Leadership, Risk Management, Financial Analysis, Financial Services, Customer Service, Retirement Planning, Series 7, Finance, Sales, Team Building, Strategic Planning, Process Improvement, Series 24, Series 6, Series 63, Series 65, Financial Planning, Estate Planning, Investment Operations, Certified Financial...
Education
Texas A&M University
College for Financial Planning
USAA
Skills
Investments, Leadership, Risk Management, Financial Analysis, Financial Services, Customer Service, Retirement Planning, Series 7, Finance, Sales, Team Building, Strategic Planning, Process Improvement, Series 24, Series 6, Series 63, Series 65, Financial Planning, Estate Planning, Investment Operations, Certified Financial...
Education
Texas A&M University
College for Financial Planning
Matthew Gonyo Matthew Gonyo's USAA Experience May 2015 - Present
Job USAA
Industry Insurance
Experience
USAA May 2015 - Present
Geek Squad October 2014 - May 2015
Best Buy May 2014 - October 2014
Best Buy February 2013 - May 2014
Best Buy October 2010 - February 2013
Skills
Merchandising, Big Box, Store Management, Loss Prevention, Retail, Profit, Customer Satisfaction, Customer Experience, Sales, Income Statement, Customer Retention, Sales Operations, Customer Service, Sales Management, Employee Training, Direct Sales, Planograms, Retail Sales, Store Operations, Team Building
Education
Rio Salado College 2014 — 2016
Clinton Community College 2003 — 2004
Liberal Arts
USAA May 2015 - Present
Geek Squad October 2014 - May 2015
Best Buy May 2014 - October 2014
Best Buy February 2013 - May 2014
Best Buy October 2010 - February 2013
Skills
Merchandising, Big Box, Store Management, Loss Prevention, Retail, Profit, Customer Satisfaction, Customer Experience, Sales, Income Statement, Customer Retention, Sales Operations, Customer Service, Sales Management, Employee Training, Direct Sales, Planograms, Retail Sales, Store Operations, Team Building
Education
Rio Salado College 2014 — 2016
Clinton Community College 2003 — 2004
Liberal Arts
Cynthia Rocha Cynthia Rocha's USAA Experience October 2014 - Present
Job Professional
Industry Insurance
Experience
USAA October 2014 - Present
Office of Attorney General of Texas May 2013 - September 2014
SER Jobs For Progress INC. December 2010 - April 2013
TX Dept. of Health and Human Services Commission March 2009 - November 2010
Texas Dept. of Criminal Justice-Parole Division September 2005 - December 2008
Community Action Council of South Texas December 2004 - September 2005
First Data Corporation November 2001 - February 2003
Education
Texas A&M University-Kingsville
Bachelor of Science
Coastal Bend College 1995 — 1997
Associate's degree
Sinton High School, HS 1991 — 1995
HS Diploma
USAA October 2014 - Present
Office of Attorney General of Texas May 2013 - September 2014
SER Jobs For Progress INC. December 2010 - April 2013
TX Dept. of Health and Human Services Commission March 2009 - November 2010
Texas Dept. of Criminal Justice-Parole Division September 2005 - December 2008
Community Action Council of South Texas December 2004 - September 2005
First Data Corporation November 2001 - February 2003
Education
Texas A&M University-Kingsville
Bachelor of Science
Coastal Bend College 1995 — 1997
Associate's degree
Sinton High School, HS 1991 — 1995
HS Diploma
Jason Brouse Jason Brouse's USAA Experience August 2011 - May 2013
Job EHS & Training Supervisor
Industry Oil & Energy
Experience
SafZone Field Services October 2014 - Present
SafZone May 2013 - Present
USAA August 2011 - May 2013
USAA June 2009 - August 2011
AT&T January 2008 - December 2008
Dex One October 2005 - October 2007
Skills
Leadership, General Industry Safety, Behavior Based Safety, Oil & Gas Industry, OSHA Standards, H2S, Quality Assurance, Respirator Fit Testing, Electrical Safety, Fall Protection, LOTO, Confined Space, Financial Analysis, Finance, Safety, Customer Service, Retirement Planning, Management, Microsoft Excel, Budgets, Microsoft Office, Asset Allocation, Investment Strategies, Risk Management, Sales, Strategic Financial..., Financial Accounting, Financial Markets, Process Improvement, Asset Management, Occupational Health, Team Building, Supervisory Skills
Education
The University of Texas at San Antonio 2008 — 2011
Bachelors of Business Administration, Finance
College for Financial Planning 2011 — 2012
Financial Planning and Services
SafZone Field Services October 2014 - Present
SafZone May 2013 - Present
USAA August 2011 - May 2013
USAA June 2009 - August 2011
AT&T January 2008 - December 2008
Dex One October 2005 - October 2007
Skills
Leadership, General Industry Safety, Behavior Based Safety, Oil & Gas Industry, OSHA Standards, H2S, Quality Assurance, Respirator Fit Testing, Electrical Safety, Fall Protection, LOTO, Confined Space, Financial Analysis, Finance, Safety, Customer Service, Retirement Planning, Management, Microsoft Excel, Budgets, Microsoft Office, Asset Allocation, Investment Strategies, Risk Management, Sales, Strategic Financial..., Financial Accounting, Financial Markets, Process Improvement, Asset Management, Occupational Health, Team Building, Supervisory Skills
Education
The University of Texas at San Antonio 2008 — 2011
Bachelors of Business Administration, Finance
College for Financial Planning 2011 — 2012
Financial Planning and Services
George Selix George Selix's USAA Experience March 2014 - Present
Job Content Management Executive
Industry Financial Services
Experience
USAA March 2014 - Present
Skills
Talent Management, Metrics, Franchising, Leadership Development, Learning Organizations, Succession Planning, Organizational..., Change Management, Workforce Planning, Executive Coaching, Employee Engagement, Performance Management, L&D Strategy, Project Management, Performance Improvement, Strategy, Process Improvement, Training, Management Consulting, Instructional Design, Leadership, Coaching, Talent Acquisition, Onboarding, Recruiting, Employee Benefits, Team Leadership, Career Development, Human Resources, Program Management, Consulting, Staff Development, Management
Education
The University of New Mexico 1993 — 2001
PhD
Clarkson University 1978 — 1982
MS
Norwich University 1974 — 1978
BS
USAA March 2014 - Present
Skills
Talent Management, Metrics, Franchising, Leadership Development, Learning Organizations, Succession Planning, Organizational..., Change Management, Workforce Planning, Executive Coaching, Employee Engagement, Performance Management, L&D Strategy, Project Management, Performance Improvement, Strategy, Process Improvement, Training, Management Consulting, Instructional Design, Leadership, Coaching, Talent Acquisition, Onboarding, Recruiting, Employee Benefits, Team Leadership, Career Development, Human Resources, Program Management, Consulting, Staff Development, Management
Education
The University of New Mexico 1993 — 2001
PhD
Clarkson University 1978 — 1982
MS
Norwich University 1974 — 1978
BS
Ryan Lafayette Ryan Lafayette's USAA Experience November 2013 - March 2015
Job Analyst at LMI
Industry Government Relations
Experience
LMI October 2015 - Present
LMI April 2015 - September 2015
USAA November 2013 - March 2015
GEICO June 2013 - October 2013
Enterprise Rent-A-Car March 2013 - June 2013
Christopher Newport University August 2009 - May 2013
Christopher Newport University Police Department August 2012 - December 2012
United States Army Criminal Investigation Command May 2010 - August 2010
Skills
PowerPoint, Customer Service, Microsoft Excel, Time Management, Microsoft Office, Interviews, Data Entry, SPSS, Microsoft Word, Research, Social Media, Teamwork, Social Networking, Leadership, Facebook, Analysis, Outlook, Sales, Marketing, Customer Satisfaction, Team Leadership, Data Analysis, Critical Thinking
Education
Christopher Newport University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
LMI October 2015 - Present
LMI April 2015 - September 2015
USAA November 2013 - March 2015
GEICO June 2013 - October 2013
Enterprise Rent-A-Car March 2013 - June 2013
Christopher Newport University August 2009 - May 2013
Christopher Newport University Police Department August 2012 - December 2012
United States Army Criminal Investigation Command May 2010 - August 2010
Skills
PowerPoint, Customer Service, Microsoft Excel, Time Management, Microsoft Office, Interviews, Data Entry, SPSS, Microsoft Word, Research, Social Media, Teamwork, Social Networking, Leadership, Facebook, Analysis, Outlook, Sales, Marketing, Customer Satisfaction, Team Leadership, Data Analysis, Critical Thinking
Education
Christopher Newport University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Eva Young-Hayden Eva Young-Hayden's USAA Experience March 2011 - September 2011
Job Special Education at School District of Hillsborough County
Industry Education Management
Experience
School District of Hillsborough County October 2013 - Present
Cyprexx Services September 2012 - October 2013
Citizens Property Insurance Corporation March 2012 - September 2012
USAA March 2011 - September 2011
Urban Innovations September 2009 - March 2011
Lawndale Christian Residential Services March 2009 - September 2009
Senior Lifestyle Corporation November 2003 - April 2008
Skills
Property Management, Leases, Real Estate, Real Estate Development, Yardi, Condo Conversion, Tenant Pro, Real Estate Due..., Rentals, Property, Real Estate Economics, Apartments, Fair Housing, Rent Roll, LIHTC, Section 8, Asset Management, Yardi Property..., Tax Credits, Evictions, Contract Management, Negotiation, Budgets, Yardi Voyager, Resident Relations, Lease-ups, HUD, Customer Service, Strategic Planning, Affordable Housing, Contract Negotiation, Marketing, Management
Education
DePaul University
Chicago State University
Whitney Young
School District of Hillsborough County October 2013 - Present
Cyprexx Services September 2012 - October 2013
Citizens Property Insurance Corporation March 2012 - September 2012
USAA March 2011 - September 2011
Urban Innovations September 2009 - March 2011
Lawndale Christian Residential Services March 2009 - September 2009
Senior Lifestyle Corporation November 2003 - April 2008
Skills
Property Management, Leases, Real Estate, Real Estate Development, Yardi, Condo Conversion, Tenant Pro, Real Estate Due..., Rentals, Property, Real Estate Economics, Apartments, Fair Housing, Rent Roll, LIHTC, Section 8, Asset Management, Yardi Property..., Tax Credits, Evictions, Contract Management, Negotiation, Budgets, Yardi Voyager, Resident Relations, Lease-ups, HUD, Customer Service, Strategic Planning, Affordable Housing, Contract Negotiation, Marketing, Management
Education
DePaul University
Chicago State University
Whitney Young
Darrell Andrew De Leoz, CWS®, CRPC®, AAMS® Darrell Andrew De Leoz, CWS®, CRPC®, AAMS®'s USAA Experience September 2006 - August 2012
Job Account Manager at Loring Ward
Industry Financial Services
Experience
Loring Ward April 2015 - Present
National Planning Corporation (NPC) August 2013 - April 2015
Merrill Edge August 2012 - July 2013
USAA September 2006 - August 2012
US Army - California Army National Guard September 2004 - April 2008
Vanguard September 2005 - September 2006
US Army - Active Duty September 1998 - September 2002
Skills
Mutual Funds, Fixed Annuities, Life Insurance, Retirement Planning, Financial Advisory, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65, Asset Allocation, Team Building, Financial Planning, Risk Management, Management, Securities, Strategic Financial..., Government, Security Clearance, Investment Advisory, Broker-Dealer Operations, Broker-Dealer Compliance
Education
College for Financial Planning
MA, Finance
University of California, Davis
BA, Political Science/Economics
Loring Ward April 2015 - Present
National Planning Corporation (NPC) August 2013 - April 2015
Merrill Edge August 2012 - July 2013
USAA September 2006 - August 2012
US Army - California Army National Guard September 2004 - April 2008
Vanguard September 2005 - September 2006
US Army - Active Duty September 1998 - September 2002
Skills
Mutual Funds, Fixed Annuities, Life Insurance, Retirement Planning, Financial Advisory, Series 6, Series 7, Series 24, Series 51, Series 63, Series 65, Asset Allocation, Team Building, Financial Planning, Risk Management, Management, Securities, Strategic Financial..., Government, Security Clearance, Investment Advisory, Broker-Dealer Operations, Broker-Dealer Compliance
Education
College for Financial Planning
MA, Finance
University of California, Davis
BA, Political Science/Economics
Audra Favre Audra Favre's USAA Experience September 1990 - September 1991
Job Senior Processor with CBC National Bank
Industry Financial Services
Experience
CBC National Bank - Mortgage Division February 2015 - Present
MB Financial Bank Mortgage formerly Cole Taylor Mortgage December 2012 - February 2015
Linda McDonald, Inc. January 2009 - July 2014
Audra Favre Designs January 2005 - July 2014
George Pierce Parks, Gwinnett County July 2012 - July 2012
USAA September 1990 - September 1991
Skills
Watercolor, Painting, Fine Art, Art, Murals, Illustration, Drawing, Logo Design, Interior Design, Brochures, Customer Service, Mortgage Banking, Management
Education
Clarion University of Pennsylvania
Indiana University of PA
Fine Art
CBC National Bank - Mortgage Division February 2015 - Present
MB Financial Bank Mortgage formerly Cole Taylor Mortgage December 2012 - February 2015
Linda McDonald, Inc. January 2009 - July 2014
Audra Favre Designs January 2005 - July 2014
George Pierce Parks, Gwinnett County July 2012 - July 2012
USAA September 1990 - September 1991
Skills
Watercolor, Painting, Fine Art, Art, Murals, Illustration, Drawing, Logo Design, Interior Design, Brochures, Customer Service, Mortgage Banking, Management
Education
Clarion University of Pennsylvania
Indiana University of PA
Fine Art
Natalie Meiners Natalie Meiners's USAA Experience April 2004 - December 2007
Job Real Estate Agent
Industry Real Estate
Experience
Excel Realty Associates December 2011 - Present
Key Food Stores Co-operative Inc. April 2011 - April 2013
Quality Services International, LLC January 2008 - July 2010
USAA April 2004 - December 2007
Skills
Real Estate, Customer Service, Sales, Microsoft Office, Microsoft Excel, Salesforce.com, 10 Key, Market Analysis, Microsoft Word, Software Documentation, Social Networking, Contract Negotiation, Leadership, Event Planning, Training, Social Media Marketing, Negotiation, Team Building, Business Planning, Inventory Management, Office Management, Strategic Planning, Customer Satisfaction, Marketing Communications, PowerPoint, Budgets, Forecasting, Online Advertising, Market Research, Marketing, Management, Outlook, Account Management, Residential Homes, Advertising, Sales Management, Accounting, Marketing Strategy, Social Media, Recruiting
Education
City University of New York-College of Staten Island 2012 — 2016
Business Administration and Management, General
The University of Texas at San Antonio 2003 — 2008
Minor in Spanish
Stephen F. Austin High School 1998 — 2001
High School
Excel Realty Associates December 2011 - Present
Key Food Stores Co-operative Inc. April 2011 - April 2013
Quality Services International, LLC January 2008 - July 2010
USAA April 2004 - December 2007
Skills
Real Estate, Customer Service, Sales, Microsoft Office, Microsoft Excel, Salesforce.com, 10 Key, Market Analysis, Microsoft Word, Software Documentation, Social Networking, Contract Negotiation, Leadership, Event Planning, Training, Social Media Marketing, Negotiation, Team Building, Business Planning, Inventory Management, Office Management, Strategic Planning, Customer Satisfaction, Marketing Communications, PowerPoint, Budgets, Forecasting, Online Advertising, Market Research, Marketing, Management, Outlook, Account Management, Residential Homes, Advertising, Sales Management, Accounting, Marketing Strategy, Social Media, Recruiting
Education
City University of New York-College of Staten Island 2012 — 2016
Business Administration and Management, General
The University of Texas at San Antonio 2003 — 2008
Minor in Spanish
Stephen F. Austin High School 1998 — 2001
High School
Dana L. Grizzle Dana L. Grizzle's USAA Experience June 2004 - March 2007
Job Technical Writer at ICG (International Communications Group, Inc.)
Industry Writing and Editing
Experience
ICG (International Communications Group, Inc.) November 2014 - Present
DMG Federal September 2007 - November 2014
Consulting 2014 - 2014
ECPI University 2008 - 2012
Robert Half - Office Team March 2007 - September 2007
USAA June 2004 - March 2007
Oyster Pointer November 2003 - May 2004
Skills
Lean and Six Sigma..., Process Mapping, Proposal Writing, Grant Writing, Technical Writing, General Business Writing, Graphics Development, Research and Analysis, SharePoint..., Partner Relations, Editing, Copywriting, Copy Editing, Microsoft Office, Contract Management, Government Contracts, Six Sigma, Management, Blogging, Research, Public Relations, SharePoint, Partner Management, Software Documentation, Business Process Mapping, Business Intelligence, Process Improvement, Government Procurement, Government, Training, Program Management, Business Analysis, Analysis, Leadership
Education
Christopher Newport University 2000 — 2004
BA, English, Business Administration
ICG (International Communications Group, Inc.) November 2014 - Present
DMG Federal September 2007 - November 2014
Consulting 2014 - 2014
ECPI University 2008 - 2012
Robert Half - Office Team March 2007 - September 2007
USAA June 2004 - March 2007
Oyster Pointer November 2003 - May 2004
Skills
Lean and Six Sigma..., Process Mapping, Proposal Writing, Grant Writing, Technical Writing, General Business Writing, Graphics Development, Research and Analysis, SharePoint..., Partner Relations, Editing, Copywriting, Copy Editing, Microsoft Office, Contract Management, Government Contracts, Six Sigma, Management, Blogging, Research, Public Relations, SharePoint, Partner Management, Software Documentation, Business Process Mapping, Business Intelligence, Process Improvement, Government Procurement, Government, Training, Program Management, Business Analysis, Analysis, Leadership
Education
Christopher Newport University 2000 — 2004
BA, English, Business Administration
John Primiano, PCI John Primiano, PCI's USAA Experience October 2014 - Present
Job Special Investigator at USAA
Industry Security and Investigations
Experience
USAA October 2014 - Present
NICB October 2010 - October 2014
New York City Police Department July 1991 - June 2005
Skills
Investigations..., Private Investigations, Criminal Investigations, Internal Investigations, Accident Investigation, Security, Protection, Interviews, Interrogation, Insurance Fraud, Undercover, Dignitary Protection, Workplace Violence, Counterintelligence, Fraud, Enforcement, Management, Surveillance, Investigation, Background Checks, Criminal Law, Evidence, Law Enforcement
Education
City University of New York-John Jay College of Criminal Justice 1987 — 1991
Bachelor of Science (B.S.), Criminal Justice/Police Science
USAA October 2014 - Present
NICB October 2010 - October 2014
New York City Police Department July 1991 - June 2005
Skills
Investigations..., Private Investigations, Criminal Investigations, Internal Investigations, Accident Investigation, Security, Protection, Interviews, Interrogation, Insurance Fraud, Undercover, Dignitary Protection, Workplace Violence, Counterintelligence, Fraud, Enforcement, Management, Surveillance, Investigation, Background Checks, Criminal Law, Evidence, Law Enforcement
Education
City University of New York-John Jay College of Criminal Justice 1987 — 1991
Bachelor of Science (B.S.), Criminal Justice/Police Science
Dalton Chester Dalton Chester's USAA Experience May 2013 - August 2013
Job Construction & Development Intern at Tanger Factory Outlet Centers, Inc.
Industry
Experience
Tanger Factory Outlet Centers, Inc. May 2015 - Present
USAA May 2013 - August 2013
USAA May 2012 - August 2012
Anchor Commercial Corfac International November 2010 - January 2011
Skills
Microsoft Office, Financial Analysis
Education
Clemson University 2014 — 2016
Master's Degree, Real Estate Development
Clemson University 2009 — 2013
B.S., Finance
Tanger Factory Outlet Centers, Inc. May 2015 - Present
USAA May 2013 - August 2013
USAA May 2012 - August 2012
Anchor Commercial Corfac International November 2010 - January 2011
Skills
Microsoft Office, Financial Analysis
Education
Clemson University 2014 — 2016
Master's Degree, Real Estate Development
Clemson University 2009 — 2013
B.S., Finance
Pete Tomassi, CFP Pete Tomassi, CFP's USAA Experience February 2010 - August 2011
Job CERTIFIED FINANCIAL PLANNER™, FeeOnly Financial Planner, FeeOnly Investment Manager, Tomassi Financial Planning, LLC
Industry Financial Services
Experience
Tomassi Financial Planning, LLC December 2012 - Present
Liberty University August 2013 - Present
Ronald Blue & Co. August 2011 - December 2012
USAA February 2010 - August 2011
UBS Wealth Management March 2005 - April 2009
Awana Clubs International July 1995 - July 2004
United States Air Force April 1989 - June 1995
Education
College for Financial Planning
Master of Science
Wayland Baptist University
Bachelor of Science
Word of Life Bible Institute
Diploma
Defense Language Institute
Diploma
Tomassi Financial Planning, LLC December 2012 - Present
Liberty University August 2013 - Present
Ronald Blue & Co. August 2011 - December 2012
USAA February 2010 - August 2011
UBS Wealth Management March 2005 - April 2009
Awana Clubs International July 1995 - July 2004
United States Air Force April 1989 - June 1995
Education
College for Financial Planning
Master of Science
Wayland Baptist University
Bachelor of Science
Word of Life Bible Institute
Diploma
Defense Language Institute
Diploma
Dawn Cooper Dawn Cooper's USAA Experience February 2008 - March 2010
Job Global Head of Client at Citi
Industry Financial Services
Experience
Citi January 2015 - Present
Citi November 2012 - January 2015
USAA February 2008 - March 2010
USAA October 2007 - February 2008
USAA January 2007 - October 2007
USAA January 2006 - January 2007
USAA January 2005 - January 2006
USAA January 2003 - January 2005
USAA January 2002 - January 2003
USAA January 2001 - January 2002
Skills
Strategic Financial..., Series 7, Wealth Management, Retirement Planning, Insurance, Financial Advisory, Wealth Management..., Financial Planners, Estate Planning, Wealth, Strategic Planning, 401k, Investment Advisory, Sales, Retirement, Marketing, Investments, Financial Services, Managerial Finance, Leadership, Mutual Funds, Fixed Annuities, Budgets, Life Insurance, Investment Strategies, Team Leadership, Call Centers, Strategy, Program Management, Sales Management, Securities, Business Planning, Process Improvement, IRAs, Start-ups, Management, Asset Allocation, Integration, Financial Analysis, Operations Management, Loans, High Net Worth..., Banking, Retail Banking, Risk Management, Enterprise Software, Finance, Portfolio Management, Asset Management, Mortgage Lending
Education
St. Mary's University 1994 — 2002
MBA
The University of Texas at San Antonio 1986 — 1991
BBA, Accounting
College for Financial Planning 1995 — 1997
CFP
The American College 1991 — 1993
ChFC
The American College 1998 — 1999
CLU
College for Financial Planning 2006 — 2006
AWMA
College for Financial Planning 2001 — 2001
CRPC
NASD
Series 7, 63, 24 & Group 1 licenses
Citi January 2015 - Present
Citi November 2012 - January 2015
USAA February 2008 - March 2010
USAA October 2007 - February 2008
USAA January 2007 - October 2007
USAA January 2006 - January 2007
USAA January 2005 - January 2006
USAA January 2003 - January 2005
USAA January 2002 - January 2003
USAA January 2001 - January 2002
Skills
Strategic Financial..., Series 7, Wealth Management, Retirement Planning, Insurance, Financial Advisory, Wealth Management..., Financial Planners, Estate Planning, Wealth, Strategic Planning, 401k, Investment Advisory, Sales, Retirement, Marketing, Investments, Financial Services, Managerial Finance, Leadership, Mutual Funds, Fixed Annuities, Budgets, Life Insurance, Investment Strategies, Team Leadership, Call Centers, Strategy, Program Management, Sales Management, Securities, Business Planning, Process Improvement, IRAs, Start-ups, Management, Asset Allocation, Integration, Financial Analysis, Operations Management, Loans, High Net Worth..., Banking, Retail Banking, Risk Management, Enterprise Software, Finance, Portfolio Management, Asset Management, Mortgage Lending
Education
St. Mary's University 1994 — 2002
MBA
The University of Texas at San Antonio 1986 — 1991
BBA, Accounting
College for Financial Planning 1995 — 1997
CFP
The American College 1991 — 1993
ChFC
The American College 1998 — 1999
CLU
College for Financial Planning 2006 — 2006
AWMA
College for Financial Planning 2001 — 2001
CRPC
NASD
Series 7, 63, 24 & Group 1 licenses
Allan Riggs, CFP® Allan Riggs, CFP®'s USAA Experience 1995 - 2005
Job Director, Public Relations at FPA of San Antonio & South Texas
Industry Financial Services
Experience
FPA of San Antonio & South Texas January 2015 - Present
Cypress Wealth Advisors LLC 2005 - Present
FPA of Texas January 2013 - Present
Annual Conference at Financial Planning Association October 2011 - September 2012
FPA of San Antonio & South Texas January 2011 - December 2011
FPA of San Antonio & South Texas January 2010 - December 2010
USAA 1995 - 2005
CIGNA Individual Financial Services Company 1985 - 1994
Danbury Industries, Inc. 1978 - 1984
US Army 1973 - 1978
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Asset Allocation, Investments, Mutual Funds, Asset Managment, Portfolio Management, Wealth Management..., Estate Planning, Certified Financial..., Retirement
Education
Certified Financial Planner Board of Standards
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Texas A&M University
Bachelor of Science, Education
The American College 1989 — 1994
Chartered Financial Consultant® (ChFC®)
The American College 1989 — 1993
Chartered Life Underwriter® (CLU®)
College for Financial Planning 2001 — 2002
Chartered Retirement Planning CounselorSM (CRPC®)
FPA of San Antonio & South Texas January 2015 - Present
Cypress Wealth Advisors LLC 2005 - Present
FPA of Texas January 2013 - Present
Annual Conference at Financial Planning Association October 2011 - September 2012
FPA of San Antonio & South Texas January 2011 - December 2011
FPA of San Antonio & South Texas January 2010 - December 2010
USAA 1995 - 2005
CIGNA Individual Financial Services Company 1985 - 1994
Danbury Industries, Inc. 1978 - 1984
US Army 1973 - 1978
Skills
Wealth Management, Retirement Planning, Investment Advisory, Strategic Financial..., Asset Allocation, Investments, Mutual Funds, Asset Managment, Portfolio Management, Wealth Management..., Estate Planning, Certified Financial..., Retirement
Education
Certified Financial Planner Board of Standards
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Texas A&M University
Bachelor of Science, Education
The American College 1989 — 1994
Chartered Financial Consultant® (ChFC®)
The American College 1989 — 1993
Chartered Life Underwriter® (CLU®)
College for Financial Planning 2001 — 2002
Chartered Retirement Planning CounselorSM (CRPC®)
Bob Buss Bob Buss's USAA Experience 2002 - 2003
Job Financial Solutions Advisor with Merrill Edge
Industry Financial Services
Experience
Bank of America November 2011 - Present
MagicBuss Productions April 1999 - Present
Advisors Asset Management, Inc. October 2010 - June 2011
Advisors Asset Management, Inc. February 2005 - March 2009
Foresters 2003 - 2004
USAA 2002 - 2003
USAA 2001 - 2002
USAA 1998 - 2001
USAA 1997 - 1998
USAA 1996 - 1997
Skills
Financial Services, Strategic Planning, Project Management, Series 7, Investments, Mutual Funds, Fixed Annuities, Retirement Planning, Asset Managment, Securities, Wealth Management, Strategic Financial..., Bonds, Investment Strategies, Financial Advisory, Series 63, Series 26, Series 66, Life Insurance, Indexed Annuities, Variable Annuities, Equity Indexed Annuities, College Funding...
Education
American College, Bryn Mawr, PA 1992 — 1993
Chartered Life Underwriter (CLU), Financial Services
American College, Bryn Mawr, PA 1988 — 1992
Chartered Financial Consultant (ChFC), Financial Services
Clarion University of Pennsylvania 1977 — 1982
Business Administration, Accounting
Bank of America November 2011 - Present
MagicBuss Productions April 1999 - Present
Advisors Asset Management, Inc. October 2010 - June 2011
Advisors Asset Management, Inc. February 2005 - March 2009
Foresters 2003 - 2004
USAA 2002 - 2003
USAA 2001 - 2002
USAA 1998 - 2001
USAA 1997 - 1998
USAA 1996 - 1997
Skills
Financial Services, Strategic Planning, Project Management, Series 7, Investments, Mutual Funds, Fixed Annuities, Retirement Planning, Asset Managment, Securities, Wealth Management, Strategic Financial..., Bonds, Investment Strategies, Financial Advisory, Series 63, Series 26, Series 66, Life Insurance, Indexed Annuities, Variable Annuities, Equity Indexed Annuities, College Funding...
Education
American College, Bryn Mawr, PA 1992 — 1993
Chartered Life Underwriter (CLU), Financial Services
American College, Bryn Mawr, PA 1988 — 1992
Chartered Financial Consultant (ChFC), Financial Services
Clarion University of Pennsylvania 1977 — 1982
Business Administration, Accounting
Megan Kieffer's USAA Experience October 2014 - Present
Job Real Estate Fulfillment Processor USAA
Industry Banking
Experience
USAA October 2014 - Present
U.S. Bank January 2014 - October 2014
Century 21 North Homes Realty, Inc March 2009 - August 2013
RE/MAX International Inc. November 2003 - May 2008
Windermere Real Estate November 2000 - November 2003
Skills
REO, Sellers, Short Sales, Residential Homes, New Home Sales, Buyers, Sales, Investments, National Association of..., Management, HUD, Customer Service, Investment Properties, Real Estate Transactions, Banking, Buyer Representation, Commercial Banking, First Time Home Buyers, Condos, Foreclosures, Investors, Listings, Mortgage Lending, Private Banking, Property, Real Estate, Real Property, Referrals, Relocation, Single Family Homes, Team Building, Townhomes
Education
University of the Incarnate Word 2015 — 2018
Bachelor's degree, Business Administration and Project Management
Clover Park Technical College 1993 — 1994
Retail and Bueiness Management
USAA October 2014 - Present
U.S. Bank January 2014 - October 2014
Century 21 North Homes Realty, Inc March 2009 - August 2013
RE/MAX International Inc. November 2003 - May 2008
Windermere Real Estate November 2000 - November 2003
Skills
REO, Sellers, Short Sales, Residential Homes, New Home Sales, Buyers, Sales, Investments, National Association of..., Management, HUD, Customer Service, Investment Properties, Real Estate Transactions, Banking, Buyer Representation, Commercial Banking, First Time Home Buyers, Condos, Foreclosures, Investors, Listings, Mortgage Lending, Private Banking, Property, Real Estate, Real Property, Referrals, Relocation, Single Family Homes, Team Building, Townhomes
Education
University of the Incarnate Word 2015 — 2018
Bachelor's degree, Business Administration and Project Management
Clover Park Technical College 1993 — 1994
Retail and Bueiness Management
Bryan Ginter, PhDc Bryan Ginter, PhDc's USAA Experience August 2006 - June 2008
Job CEO at Xanadu Consulting
Industry Management Consulting
Experience
Xanadu Consulting August 2008 - Present
Grand Canyon University November 2013 - August 2014
Grand Canyon University May 2011 - October 2013
Grand Canyon University July 2009 - May 2011
USAA August 2006 - June 2008
JPMorgan Chase February 2004 - April 2006
Bank One January 2001 - January 2004
Bank One December 1999 - January 2001
US Navy August 1975 - August 1999
Skills
Leadership, Management, Process Improvement, Training, Cross-functional Team..., Project Management, Outlook, Troubleshooting, Analysis, Strategy, Organizational..., Change Management, Security, Human Resources, Online Research, Windows XP, Public Speaking, IBM iSeries, XP, Unix, FTP, Strategic Planning, AS400, Coaching, Program Management, Customer Service, Leadership Development, Team Building, Staff Development, Microsoft Office, Higher Education, Team Leadership, Nonprofits, Research, Policy, Teaching, Community Outreach
Education
Grand Canyon University 2012 — 2015
Doctor of Philosophy (Ph.D.), General Psychology with an Emphasis in Industrial and Organizational Psychology, --- GPA 4.0 for completed courses
Grand Canyon University 2010 — 2011
Master of Science (MSc), Leadership, --- GPA for this program 4.0
Ottawa University 2009 — 2010
Bachelor of Arts (B.A.), in Business Administration (Cum Laude), --- GPA 3.9 with transferred credits 3.6
City University of Seattle 1989 — 1990
Associate of Science (A.S.), in General Studies, --- GPA not calculated on transcripts, by estimated to be 3.3
Xanadu Consulting August 2008 - Present
Grand Canyon University November 2013 - August 2014
Grand Canyon University May 2011 - October 2013
Grand Canyon University July 2009 - May 2011
USAA August 2006 - June 2008
JPMorgan Chase February 2004 - April 2006
Bank One January 2001 - January 2004
Bank One December 1999 - January 2001
US Navy August 1975 - August 1999
Skills
Leadership, Management, Process Improvement, Training, Cross-functional Team..., Project Management, Outlook, Troubleshooting, Analysis, Strategy, Organizational..., Change Management, Security, Human Resources, Online Research, Windows XP, Public Speaking, IBM iSeries, XP, Unix, FTP, Strategic Planning, AS400, Coaching, Program Management, Customer Service, Leadership Development, Team Building, Staff Development, Microsoft Office, Higher Education, Team Leadership, Nonprofits, Research, Policy, Teaching, Community Outreach
Education
Grand Canyon University 2012 — 2015
Doctor of Philosophy (Ph.D.), General Psychology with an Emphasis in Industrial and Organizational Psychology, --- GPA 4.0 for completed courses
Grand Canyon University 2010 — 2011
Master of Science (MSc), Leadership, --- GPA for this program 4.0
Ottawa University 2009 — 2010
Bachelor of Arts (B.A.), in Business Administration (Cum Laude), --- GPA 3.9 with transferred credits 3.6
City University of Seattle 1989 — 1990
Associate of Science (A.S.), in General Studies, --- GPA not calculated on transcripts, by estimated to be 3.3
Aby Tino Thomas Aby Tino Thomas's USAA Experience October 2007 - August 2013
Job Web Developer at City Public Service
Industry Information Technology and Services
Experience
City Public Service August 2013 - Present
USAA October 2007 - August 2013
Tata Consultancy Services May 2005 - August 2013
Skills
Java, JavaScript, Java Enterprise Edition, Core Java, Sun Certified Java..., Web Services, XML, PL/SQL, Hibernate, Websphere, WebSphere, SDLC, Struts, JSP, JDBC
Education
Cochin University of Science and Technology 2000 — 2004
Bachelor's of technology, Information Technology
City Public Service August 2013 - Present
USAA October 2007 - August 2013
Tata Consultancy Services May 2005 - August 2013
Skills
Java, JavaScript, Java Enterprise Edition, Core Java, Sun Certified Java..., Web Services, XML, PL/SQL, Hibernate, Websphere, WebSphere, SDLC, Struts, JSP, JDBC
Education
Cochin University of Science and Technology 2000 — 2004
Bachelor's of technology, Information Technology
Carol Arnold Carol Arnold's USAA Experience August 2010 - June 2011
Job Marketing Research Specialist
Industry Market Research
Experience
United States Air Force February 2012 - Present
Arnold Market Research & Development, L.C. February 2007 - Present
USAA August 2010 - June 2011
USAA August 2009 - August 2010
Creative Consumer Research March 2007 - September 2007
USAA April 1997 - January 2007
Roadway Express December 1992 - April 1997
Triad Research October 1986 - November 1992
Skills
Focus Group Moderation, Survey Development, Survey Analysis, Report Writing, Marketing Research, Qualitative Research, Proposal Writing, Data Collection, Market Research, Customer Satisfaction
Education
Cleveland State University 1986 — 1990
MBA, Marketing
Cleveland State University 1980 — 1983
BBA, Marketing
United States Air Force February 2012 - Present
Arnold Market Research & Development, L.C. February 2007 - Present
USAA August 2010 - June 2011
USAA August 2009 - August 2010
Creative Consumer Research March 2007 - September 2007
USAA April 1997 - January 2007
Roadway Express December 1992 - April 1997
Triad Research October 1986 - November 1992
Skills
Focus Group Moderation, Survey Development, Survey Analysis, Report Writing, Marketing Research, Qualitative Research, Proposal Writing, Data Collection, Market Research, Customer Satisfaction
Education
Cleveland State University 1986 — 1990
MBA, Marketing
Cleveland State University 1980 — 1983
BBA, Marketing
Andrew McClain, CFP®, ChFC®, CLU®, CWS® Andrew McClain, CFP®, ChFC®, CLU®, CWS®'s USAA Experience August 2012 - Present
Job Wealth Manager at USAA Wealth Management
Industry Financial Services
Experience
USAA August 2012 - Present
USAA April 2010 - August 2012
Ameriprise Financial June 2008 - April 2010
Edward Jones June 2006 - June 2008
Bank of America July 2003 - June 2006
Fidelity Investments September 2001 - October 2002
Education
College for Financial Planning 2010 — 2011
CFP(R) Mentor Professional Education Program
Haverford College 1996 — 2000
BA, Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
Economics, General Course Study Abroad Program
USAA August 2012 - Present
USAA April 2010 - August 2012
Ameriprise Financial June 2008 - April 2010
Edward Jones June 2006 - June 2008
Bank of America July 2003 - June 2006
Fidelity Investments September 2001 - October 2002
Education
College for Financial Planning 2010 — 2011
CFP(R) Mentor Professional Education Program
Haverford College 1996 — 2000
BA, Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
Economics, General Course Study Abroad Program
Jeff Novotny, LUTCF's USAA Experience July 2004 - August 2006
Job Insurance Agent at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance October 2008 - Present
Edward Jones August 2006 - October 2008
USAA July 2004 - August 2006
Progressive Insurance April 2001 - July 2004
Skills
Property & Casualty..., Employee Benefits, Insurance, Finance, Licensed Property &..., Licensed Life Insurance..., Homeowners, Fixed Annuities, Umbrella Insurance, Motorcycle, Life Insurance, Term Life Insurance, Whole Life, Universal Life, Casualty, Permanent Life Insurance, Legal Liability, Renters, Claim, Sales, Customer Service
Education
Coe College
Liberty Mutual Insurance October 2008 - Present
Edward Jones August 2006 - October 2008
USAA July 2004 - August 2006
Progressive Insurance April 2001 - July 2004
Skills
Property & Casualty..., Employee Benefits, Insurance, Finance, Licensed Property &..., Licensed Life Insurance..., Homeowners, Fixed Annuities, Umbrella Insurance, Motorcycle, Life Insurance, Term Life Insurance, Whole Life, Universal Life, Casualty, Permanent Life Insurance, Legal Liability, Renters, Claim, Sales, Customer Service
Education
Coe College
Randolph Scott, MBA's USAA Experience December 2010 - July 2012
Job Underwriter Executive Liability/Financial Lines at AIG
Industry Insurance
Experience
AIG December 2014 - Present
National Interstate Insurance Company April 2014 - November 2014
The Hartford July 2012 - April 2014
USAA December 2010 - July 2012
Free Trade Alliance January 2010 - May 2010
Skills
Leadership, Marketing, Budgets, Business Strategy, Financial Analysis, Liability, Microsoft Excel, Event Planning, Staff Development, Negotiation, Team Building, Strategic Planning, Management, Business Development, Risk Management, Risk Assessment, Financial Risk, Underwriting, Property & Casualty..., Analysis, Training, Insurance, Business Planning, Public Speaking, Program Management, Claim, Commercial Insurance, Finance, Small Business, Process Improvement, Market Research, Customer Service
Education
Cleveland State University - Cleveland-Marshall College of Law 2014 — 2018
Doctor of Law (J.D.), Law
University of the Incarnate Word 2011 — 2012
Master's of Business Administration (MBA), Business Administration and Management, General, 3.9
The University of Texas at San Antonio 2005 — 2010
Business Management and Administration, International Business
AIG December 2014 - Present
National Interstate Insurance Company April 2014 - November 2014
The Hartford July 2012 - April 2014
USAA December 2010 - July 2012
Free Trade Alliance January 2010 - May 2010
Skills
Leadership, Marketing, Budgets, Business Strategy, Financial Analysis, Liability, Microsoft Excel, Event Planning, Staff Development, Negotiation, Team Building, Strategic Planning, Management, Business Development, Risk Management, Risk Assessment, Financial Risk, Underwriting, Property & Casualty..., Analysis, Training, Insurance, Business Planning, Public Speaking, Program Management, Claim, Commercial Insurance, Finance, Small Business, Process Improvement, Market Research, Customer Service
Education
Cleveland State University - Cleveland-Marshall College of Law 2014 — 2018
Doctor of Law (J.D.), Law
University of the Incarnate Word 2011 — 2012
Master's of Business Administration (MBA), Business Administration and Management, General, 3.9
The University of Texas at San Antonio 2005 — 2010
Business Management and Administration, International Business
Ricardo Daley, MBA Ricardo Daley, MBA's USAA Experience August 2013 - Present
Job Investment Banking Analyst | CFA Level I Candidate rdaley25@yahoo.com 440.915.5648
Industry Financial Services
Experience
USAA August 2013 - Present
USAA August 2011 - August 2013
The Vanguard Group January 2010 - October 2010
Waddell & Reed August 2008 - January 2010
Merrill Lynch June 2006 - August 2008
National City Bank April 2005 - June 2006
Key Bank/McDonald Financial Group November 2000 - December 2004
Skills
Financial Modeling, Valuation, New Business Development, Financial Analysis, Financial Consulting, Mutual Funds, DCF LBO Analysis, Financial Advisory, Uniform Combined State..., Series 7, Mergers & Acquisitions, Needs Analysis, Finance, Investment Strategies, Wealth Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA, Finance
The Investment Banking Institute, Los Angeles, CA 2010 — 2010
Designation/Certificate, Financial Modeling and Valuation
Cleveland State University 2005 — 2005
MBA Courses/Operations Management
Thiel College 1994 — 1998
Bachelor of Arts, Accounting and Finance
USAA August 2013 - Present
USAA August 2011 - August 2013
The Vanguard Group January 2010 - October 2010
Waddell & Reed August 2008 - January 2010
Merrill Lynch June 2006 - August 2008
National City Bank April 2005 - June 2006
Key Bank/McDonald Financial Group November 2000 - December 2004
Skills
Financial Modeling, Valuation, New Business Development, Financial Analysis, Financial Consulting, Mutual Funds, DCF LBO Analysis, Financial Advisory, Uniform Combined State..., Series 7, Mergers & Acquisitions, Needs Analysis, Finance, Investment Strategies, Wealth Management
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA, Finance
The Investment Banking Institute, Los Angeles, CA 2010 — 2010
Designation/Certificate, Financial Modeling and Valuation
Cleveland State University 2005 — 2005
MBA Courses/Operations Management
Thiel College 1994 — 1998
Bachelor of Arts, Accounting and Finance
Samantha Gorddard Samantha Gorddard's USAA Experience July 2015 - Present
Job USAA Auto Adjuster III
Industry Financial Services
Experience
USAA July 2015 - Present
Walt Disney World May 2013 - December 2014
Phillips 66 May 2014 - August 2014
Penn State University October 2012 - March 2014
Dream Public Relations February 2013 - June 2013
Delta Gamma- Alpha Chi November 2011 - November 2012
The Outward Bound Trust May 2012 - August 2012
Skills
Event Planning, Advertising, Public Relations, Social Media, Press Releases, Event Management, Time Management, Facebook, Blogging, Fundraising, Social Networking, PowerPoint, Public Speaking, Microsoft Office, Photoshop, Microsoft Word, Microsoft Excel, Leadership, Research, Social Media Marketing
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
City University London 2012 — 2012
USAA July 2015 - Present
Walt Disney World May 2013 - December 2014
Phillips 66 May 2014 - August 2014
Penn State University October 2012 - March 2014
Dream Public Relations February 2013 - June 2013
Delta Gamma- Alpha Chi November 2011 - November 2012
The Outward Bound Trust May 2012 - August 2012
Skills
Event Planning, Advertising, Public Relations, Social Media, Press Releases, Event Management, Time Management, Facebook, Blogging, Fundraising, Social Networking, PowerPoint, Public Speaking, Microsoft Office, Photoshop, Microsoft Word, Microsoft Excel, Leadership, Research, Social Media Marketing
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
City University London 2012 — 2012
Elizabeth Hoppstetter Elizabeth Hoppstetter's USAA Experience July 2014 - Present
Job Software Developer at USAA
Industry Information Technology and Services
Experience
USAA July 2014 - Present
The University of Texas at San Antonio June 2012 - May 2014
USAA May 2013 - August 2013
St. Anthony Catholic High School/ Incarnate Word High School August 2010 - March 2012
International School of the Americas January 2010 - March 2010
Johnsonville High School January 2009 - April 2009
Interac/ Nisshin Junior High School June 2007 - June 2008
Skills
Microsoft Office, Visual Basic, Java, C, C++, Linux OS, HTML, Collaborative Problem..., Curriculum Mapping, Curriculum Development, Teaching, Translation, Japanese, Event Planning
Education
The University of Texas at San Antonio 2012 — 2014
Bachelor of Business Administration (B.B.A.), Management Information Systems, Computer Science minor, 4.0
Coastal Carolina University 2008 — 2009
Master of Arts (M.A.), Secondary Education and Teaching, 3.95
University of South Carolina 2003 — 2007
B.A, International Studies, 3.69
USAA July 2014 - Present
The University of Texas at San Antonio June 2012 - May 2014
USAA May 2013 - August 2013
St. Anthony Catholic High School/ Incarnate Word High School August 2010 - March 2012
International School of the Americas January 2010 - March 2010
Johnsonville High School January 2009 - April 2009
Interac/ Nisshin Junior High School June 2007 - June 2008
Skills
Microsoft Office, Visual Basic, Java, C, C++, Linux OS, HTML, Collaborative Problem..., Curriculum Mapping, Curriculum Development, Teaching, Translation, Japanese, Event Planning
Education
The University of Texas at San Antonio 2012 — 2014
Bachelor of Business Administration (B.B.A.), Management Information Systems, Computer Science minor, 4.0
Coastal Carolina University 2008 — 2009
Master of Arts (M.A.), Secondary Education and Teaching, 3.95
University of South Carolina 2003 — 2007
B.A, International Studies, 3.69
Missy Garvin Missy Garvin's USAA Experience March 1992 - May 1998
Job Operations Coordinator at the Food Bank of State College Area, Inc,
Industry Nonprofit Organization Management
Experience
the Food Bank of State College Area, Inc, October 2012 - Present
Centre Volunteers in Medicine November 2008 - October 2012
Super Suppers May 2006 - October 2008
DecisionQuest August 1998 - October 2006
USAA March 1992 - May 1998
Skills
PowerPoint, Word, Microsoft Office, Excel, Social Media, Budgeting, Event Management, Microsoft Excel, Public Speaking, Leadership, Customer Service, Nonprofits, Microsoft Word, Budgets, Public Relations, Event Planning, Management, Community Outreach, Fundraising
Education
University of Colorado Colorado Springs 1990 — 1992
Mathematics and Statistics
Clarion University of Pennsylvania 1986 — 1989
Elementary Education and Teaching
Cranberry Jr/Sr High School 1982 — 1986
the Food Bank of State College Area, Inc, October 2012 - Present
Centre Volunteers in Medicine November 2008 - October 2012
Super Suppers May 2006 - October 2008
DecisionQuest August 1998 - October 2006
USAA March 1992 - May 1998
Skills
PowerPoint, Word, Microsoft Office, Excel, Social Media, Budgeting, Event Management, Microsoft Excel, Public Speaking, Leadership, Customer Service, Nonprofits, Microsoft Word, Budgets, Public Relations, Event Planning, Management, Community Outreach, Fundraising
Education
University of Colorado Colorado Springs 1990 — 1992
Mathematics and Statistics
Clarion University of Pennsylvania 1986 — 1989
Elementary Education and Teaching
Cranberry Jr/Sr High School 1982 — 1986
John C. Plantada John C. Plantada's USAA Experience September 2004 - September 2005
Job CoFounder and CEO, De Novo America Group, Inc. Insurance, Financial Services, Consulting
Industry Insurance
Experience
De Novo America Group, Inc. May 2009 - Present
AVISO Insurance and Business Center May 2009 - Present
Alliance United 2010 - 2015
JM Family Enterprises -- World Omni Financial Corp. February 2006 - March 2008
USAA September 2004 - September 2005
AIG July 1998 - September 2004
Alamo Europe September 1994 - June 1998
Alamo Rent A Car, Inc. September 1989 - August 1995
Skills
Notary Public, Claims, Fraud, Customer Relations, Risk Management, Process Improvement, Strategic Planning, Team Building, Executive Management, Negotiation, Sales Management, Contract Negotiation, Team Leadership, Property & Casualty..., Leadership Development, Organizational..., Business Planning, Claim, Insurance, Account Management, Budgets, Customer Service, Leadership, Management, Workers Compensation, Underwriting, Employee Benefits, Commercial Lines, Change Management, Brokers, Strategy, Entrepreneurship, Liability, Start-ups, Casualty, Legal Liability, Professional Liability, Reinsurance, General Insurance, Commercial Insurance, Claims Management, Umbrella Insurance, Performance Management, Call Centers, Excess, Litigation Management, Health Insurance, Subrogation, D&O, Employment Practices...
Education
City University of New York-Hunter College 1973 — 1977
BA
St. Albert's Preparatory School 1969 — 1973
De Novo America Group, Inc. May 2009 - Present
AVISO Insurance and Business Center May 2009 - Present
Alliance United 2010 - 2015
JM Family Enterprises -- World Omni Financial Corp. February 2006 - March 2008
USAA September 2004 - September 2005
AIG July 1998 - September 2004
Alamo Europe September 1994 - June 1998
Alamo Rent A Car, Inc. September 1989 - August 1995
Skills
Notary Public, Claims, Fraud, Customer Relations, Risk Management, Process Improvement, Strategic Planning, Team Building, Executive Management, Negotiation, Sales Management, Contract Negotiation, Team Leadership, Property & Casualty..., Leadership Development, Organizational..., Business Planning, Claim, Insurance, Account Management, Budgets, Customer Service, Leadership, Management, Workers Compensation, Underwriting, Employee Benefits, Commercial Lines, Change Management, Brokers, Strategy, Entrepreneurship, Liability, Start-ups, Casualty, Legal Liability, Professional Liability, Reinsurance, General Insurance, Commercial Insurance, Claims Management, Umbrella Insurance, Performance Management, Call Centers, Excess, Litigation Management, Health Insurance, Subrogation, D&O, Employment Practices...
Education
City University of New York-Hunter College 1973 — 1977
BA
St. Albert's Preparatory School 1969 — 1973
Bobby Giles Bobby Giles's USAA Experience August 2011 - Present
Job Wealth Advisor
Industry Financial Services
Experience
USAA August 2011 - Present
Merrill Lynch Investment Managers June 2010 - August 2011
Merrill Lynch December 1991 - June 2010
Merrill Lynch November 2002 - September 2005
Merrill Lynch 2002 - 2004
Merrill Lynch July 1996 - November 2000
Merrill Lynch 1993 - 1995
Skills
Management, Sales Management, Customer Service, Operations Management, Team Building
Education
College for Financial Planning 2013 — 2015
Master's degree, Personal Financial Planning
University of Phoenix 2005 — 2009
BS, Business Management
Western State Colorado University 1989 — 1991
Business
Bennett High school 1986 — 1989
USAA August 2011 - Present
Merrill Lynch Investment Managers June 2010 - August 2011
Merrill Lynch December 1991 - June 2010
Merrill Lynch November 2002 - September 2005
Merrill Lynch 2002 - 2004
Merrill Lynch July 1996 - November 2000
Merrill Lynch 1993 - 1995
Skills
Management, Sales Management, Customer Service, Operations Management, Team Building
Education
College for Financial Planning 2013 — 2015
Master's degree, Personal Financial Planning
University of Phoenix 2005 — 2009
BS, Business Management
Western State Colorado University 1989 — 1991
Business
Bennett High school 1986 — 1989
Andrew Mendez Alvarado's USAA Experience September 2013 - Present
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA September 2013 - Present
AXA Advisors June 2013 - September 2013
Skills
Series 7, Group 1 Insurance..., Life Insurance, Health Insurance, Accident Insurance, Leadership, Series 63
Education
College for Financial Planning 2014 — 2014
Professional Designations
St. Mary's University 2009 — 2013
Bachelor of Business Administration (BBA), Corporate Finance
USAA September 2013 - Present
AXA Advisors June 2013 - September 2013
Skills
Series 7, Group 1 Insurance..., Life Insurance, Health Insurance, Accident Insurance, Leadership, Series 63
Education
College for Financial Planning 2014 — 2014
Professional Designations
St. Mary's University 2009 — 2013
Bachelor of Business Administration (BBA), Corporate Finance
Erin Nieschulz Da Cruz's USAA Experience August 2006 - March 2007
Job OwnerOperator of Pure Performance LLC
Industry Financial Services
Experience
Pure Performance LLC August 2010 - Present
DA CRUZ SERVICES LLC July 2009 - Present
Northwestern Mutual February 2013 - September 2013
USAA Financial Planning Services March 2007 - January 2011
USAA August 2006 - March 2007
USAA Property and Casualty January 2003 - August 2006
Skills
Fixed Annuities, Insurance, Retirement, IRAs, Life Insurance, Series 7, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Mutual Funds, QuickBooks, Series 63, Series 65, Finance, Securities, Wealth Management, Banking, Retirement Planning, Small Business, Investments, Financial Planners, Estate Planning, 401k, Strategic Financial..., Disability Insurance, Wealth, Long-term Care, Financial Services, Portfolio Management, Term Life Insurance, Long Term Care Insurance, Asset Management, High Net Worth..., Wealth Accumulation, Personal Finance, Investment Management, FINRA, Alternative Investments, Bonds, Equities, Wealth Management..., Roth IRA, Financial Planning, Leadership, Management, Strategic Planning, Team Building, Orchestral Music, Violin
Education
Arizona State University 2008 — 2013
Bachelor of Science (B.S.), Finance, General
College for Financial Planning 2009 — 2010
Accredited Asset Management Specialist, AAMS
FINRA 2006 — 2007
Series 7 and 66 Securities Licenses, Series 7and 66 Securities Licenses
Phoenix Symphony Guild Orchestra 1994 — 2000
Concert-Mistress, 1st Violins
Pure Performance LLC August 2010 - Present
DA CRUZ SERVICES LLC July 2009 - Present
Northwestern Mutual February 2013 - September 2013
USAA Financial Planning Services March 2007 - January 2011
USAA August 2006 - March 2007
USAA Property and Casualty January 2003 - August 2006
Skills
Fixed Annuities, Insurance, Retirement, IRAs, Life Insurance, Series 7, Asset Allocation, Investment Advisory, Financial Advisory, Investment Strategies, Mutual Funds, QuickBooks, Series 63, Series 65, Finance, Securities, Wealth Management, Banking, Retirement Planning, Small Business, Investments, Financial Planners, Estate Planning, 401k, Strategic Financial..., Disability Insurance, Wealth, Long-term Care, Financial Services, Portfolio Management, Term Life Insurance, Long Term Care Insurance, Asset Management, High Net Worth..., Wealth Accumulation, Personal Finance, Investment Management, FINRA, Alternative Investments, Bonds, Equities, Wealth Management..., Roth IRA, Financial Planning, Leadership, Management, Strategic Planning, Team Building, Orchestral Music, Violin
Education
Arizona State University 2008 — 2013
Bachelor of Science (B.S.), Finance, General
College for Financial Planning 2009 — 2010
Accredited Asset Management Specialist, AAMS
FINRA 2006 — 2007
Series 7 and 66 Securities Licenses, Series 7and 66 Securities Licenses
Phoenix Symphony Guild Orchestra 1994 — 2000
Concert-Mistress, 1st Violins
Magnolia Diaz's USAA Experience October 2014 - Present
Job Mortgage Processor @USAA
Industry Banking
Experience
USAA October 2014 - Present
Bank of America October 2011 - October 2014
JPMorgan Chase & Co. March 2003 - October 2007
Education
City University of New York-John Jay College of Criminal Justice 2005 — 2021
Bachelors Degree, Criminal Justice/Law Enforcement Administration
USAA October 2014 - Present
Bank of America October 2011 - October 2014
JPMorgan Chase & Co. March 2003 - October 2007
Education
City University of New York-John Jay College of Criminal Justice 2005 — 2021
Bachelors Degree, Criminal Justice/Law Enforcement Administration
Jake Morton, CRPC® Jake Morton, CRPC®'s USAA Experience March 2010 - September 2013
Job Financial Consultant at BOSC
Industry Financial Services
Experience
BOK Financial September 2013 - Present
USAA March 2010 - September 2013
New York Life Insurance Company December 2008 - February 2010
Penn Mutual February 2008 - December 2008
Edward Jones December 2007 - February 2008
Mathis Brothers Furniture January 2006 - December 2007
Skills
Chartered Retirement..., Investments, Life Insurance, Group1, Series 7, Series 63, Series 65, Retirement Planning, Financial Advisory, Investment Strategies, Fixed Annuities, Variable Products, Asset Allocation, Long-term Care, Wealth Management, Mutual Funds, Investment Advisory, Estate Planning, IRAs, Wealth, Uniform Combined State..., Financial Services, Retirement, 401k, FINRA, College Savings Plans, Term Life Insurance, 529 Plans, Separately Managed..., Universal Life, Securities, Long Term Care Insurance, Wealth Accumulation, Wealth Management..., Variable Annuities, CRPC, Whole Life
Education
The American College 2011 — 2015
CFP Modules, Financial Planning and Services
College for Financial Planning 2010 — 2011
Chartered Retirement Planning Counselor, Retirement Planning
Oklahoma State University-Stillwater, Ok 2001 — 2005
Business, Finance, General
BOK Financial September 2013 - Present
USAA March 2010 - September 2013
New York Life Insurance Company December 2008 - February 2010
Penn Mutual February 2008 - December 2008
Edward Jones December 2007 - February 2008
Mathis Brothers Furniture January 2006 - December 2007
Skills
Chartered Retirement..., Investments, Life Insurance, Group1, Series 7, Series 63, Series 65, Retirement Planning, Financial Advisory, Investment Strategies, Fixed Annuities, Variable Products, Asset Allocation, Long-term Care, Wealth Management, Mutual Funds, Investment Advisory, Estate Planning, IRAs, Wealth, Uniform Combined State..., Financial Services, Retirement, 401k, FINRA, College Savings Plans, Term Life Insurance, 529 Plans, Separately Managed..., Universal Life, Securities, Long Term Care Insurance, Wealth Accumulation, Wealth Management..., Variable Annuities, CRPC, Whole Life
Education
The American College 2011 — 2015
CFP Modules, Financial Planning and Services
College for Financial Planning 2010 — 2011
Chartered Retirement Planning Counselor, Retirement Planning
Oklahoma State University-Stillwater, Ok 2001 — 2005
Business, Finance, General
Cosmin Ghiurau Cosmin Ghiurau's USAA Experience May 2014 - Present
Job Director Social Marketing at USAA
Industry Marketing and Advertising
Experience
USAA May 2014 - Present
RadioShack May 2012 - May 2014
Samsung Telecommunications America February 2010 - April 2012
MartinJay Digital December 2008 - September 2009
MartinJay Digital April 2007 - December 2008
ROYOUTH Ministries, Inc. September 2003 - December 2007
Jumpeye Creative Media, Inc August 2001 - February 2007
General Motors Corporation January 2000 - January 2006
vTroy Internet Solutions January 1997 - August 2001
Coachman Industries January 1999 - January 2000
Skills
Social Media Marketing, Web Analytics, Interactive Marketing, Project Management, Emerging Technologies, Account Management, Team Leadership, CRM, Non-profits, Operations Management, Digital Marketing, Digital Strategy, User Experience, Social Media, Online Advertising, Integrated Marketing, Advertising, Information Architecture, Digital Media, SEO, Entrepreneurship, Social Networking, Email Marketing, Mobile Applications, New Media, Flash, Marketing Strategy, SEM, Strategy, Web Design, Strategic Partnerships, Brand Development, Marketing Communications, Marketing, Content Strategy, Start-ups, Online Marketing, Product Development, Brand Management, Creative Strategy, Nonprofits
Education
College for Creative Studies 1994 — 1998
BFA
Troy Athens High School 1990 — 1994
High School Diploma
USAA May 2014 - Present
RadioShack May 2012 - May 2014
Samsung Telecommunications America February 2010 - April 2012
MartinJay Digital December 2008 - September 2009
MartinJay Digital April 2007 - December 2008
ROYOUTH Ministries, Inc. September 2003 - December 2007
Jumpeye Creative Media, Inc August 2001 - February 2007
General Motors Corporation January 2000 - January 2006
vTroy Internet Solutions January 1997 - August 2001
Coachman Industries January 1999 - January 2000
Skills
Social Media Marketing, Web Analytics, Interactive Marketing, Project Management, Emerging Technologies, Account Management, Team Leadership, CRM, Non-profits, Operations Management, Digital Marketing, Digital Strategy, User Experience, Social Media, Online Advertising, Integrated Marketing, Advertising, Information Architecture, Digital Media, SEO, Entrepreneurship, Social Networking, Email Marketing, Mobile Applications, New Media, Flash, Marketing Strategy, SEM, Strategy, Web Design, Strategic Partnerships, Brand Development, Marketing Communications, Marketing, Content Strategy, Start-ups, Online Marketing, Product Development, Brand Management, Creative Strategy, Nonprofits
Education
College for Creative Studies 1994 — 1998
BFA
Troy Athens High School 1990 — 1994
High School Diploma
Carey Rokovich, CFP®, ChFC®, CLU® Carey Rokovich, CFP®, ChFC®, CLU®'s USAA Experience January 2006 - May 2008
Job Financial Planning Spokesperson
Industry Insurance
Experience
Transamerica Life & Protection July 2012 - Present
Pier 1 Imports August 2011 - July 2012
Rokovich Household June 2008 - July 2011
USAA January 2006 - May 2008
USAA May 2003 - January 2006
USAA June 1998 - May 2003
USAA October 1995 - June 1998
Skills
Estate Planning, Life Insurance, Personal Financial..., Retirement Planning, Mutual Funds, Fixed Annuities, Insurance, Strategic Financial..., Series 7, Retirement, Disability Insurance, Asset Allocation, Series 63, 401k, Financial Planners, Wealth Management, Long Term Care Insurance, Term Life Insurance, Long-term Care, Financial Planning, Project Management
Education
Texas State University 1991 — 1995
BBA, Finance, General
Upright Citizens Brigade
Improv 101
College for Financial Planning
The American College
Transamerica Life & Protection July 2012 - Present
Pier 1 Imports August 2011 - July 2012
Rokovich Household June 2008 - July 2011
USAA January 2006 - May 2008
USAA May 2003 - January 2006
USAA June 1998 - May 2003
USAA October 1995 - June 1998
Skills
Estate Planning, Life Insurance, Personal Financial..., Retirement Planning, Mutual Funds, Fixed Annuities, Insurance, Strategic Financial..., Series 7, Retirement, Disability Insurance, Asset Allocation, Series 63, 401k, Financial Planners, Wealth Management, Long Term Care Insurance, Term Life Insurance, Long-term Care, Financial Planning, Project Management
Education
Texas State University 1991 — 1995
BBA, Finance, General
Upright Citizens Brigade
Improv 101
College for Financial Planning
The American College
Daniel Sky Daniel Sky's USAA Experience August 2014 - Present
Job Business Support Analyst at USAA
Industry Information Technology and Services
Experience
USAA August 2014 - Present
TekSystems (at USAA) August 2012 - August 2014
TekSystems (at Wells Fargo) June 2012 - July 2012
TechniSource (at Citigroup) September 2010 - April 2012
Daymon Worldwide August 2004 - August 2010
Intelliteach February 2003 - May 2004
IBM 1996 - 1997
Skills
Microsoft SQL Server, SharePoint, SQL, Business Analytics, Business Analysis, Oracle, Crystal Reports, Access, VBA, Visual Basic, Microsoft Excel, Cisco Call Manager, IEX Total View, Service Desk, HP Openview, Nielsen Nitro, Homescan, MRI, Euromonitor, Linux, MySQL, Visio, SAS, Process Improvement, Budgets, BMC Remedy, Software Documentation, Analysis, HTML 5, Visual Basic Scripting, Business Objects, Macro Scheduler, Salesforce.com, Service Now, ResolveIT, OVCM, Active Directory, Incident Management, Remedy Ticketing System, Quality Assurance, Vendor Management, Management, Databases
Education
Kennesaw State University 1999 — 1999
Certification, Novell Certified Network Administrator
Chattahoochee Technical College 1996 — 1998
Some College, Computer/Information Technology Administration and Management
USAA August 2014 - Present
TekSystems (at USAA) August 2012 - August 2014
TekSystems (at Wells Fargo) June 2012 - July 2012
TechniSource (at Citigroup) September 2010 - April 2012
Daymon Worldwide August 2004 - August 2010
Intelliteach February 2003 - May 2004
IBM 1996 - 1997
Skills
Microsoft SQL Server, SharePoint, SQL, Business Analytics, Business Analysis, Oracle, Crystal Reports, Access, VBA, Visual Basic, Microsoft Excel, Cisco Call Manager, IEX Total View, Service Desk, HP Openview, Nielsen Nitro, Homescan, MRI, Euromonitor, Linux, MySQL, Visio, SAS, Process Improvement, Budgets, BMC Remedy, Software Documentation, Analysis, HTML 5, Visual Basic Scripting, Business Objects, Macro Scheduler, Salesforce.com, Service Now, ResolveIT, OVCM, Active Directory, Incident Management, Remedy Ticketing System, Quality Assurance, Vendor Management, Management, Databases
Education
Kennesaw State University 1999 — 1999
Certification, Novell Certified Network Administrator
Chattahoochee Technical College 1996 — 1998
Some College, Computer/Information Technology Administration and Management
Je'Nai Barnes Je'Nai Barnes's USAA Experience March 2012 - July 2015
Job
Industry Insurance
Experience
USAA March 2012 - July 2015
Verizon Wireless May 2009 - August 2011
Skills
Strategic Planning, Public Speaking, Customer Service, Outlook, Budgets, Editing, Microsoft Excel, Windows, Research, Microsoft Office, English, Microsoft Word, Access, PowerPoint, Community Outreach, Event Planning, Nonprofits, Leadership Development, Fundraising, Teaching, Leadership
Education
Cheyney University of Pennsylvania 2004 — 2008
BA, Political Science
Upper St. Clair
USAA March 2012 - July 2015
Verizon Wireless May 2009 - August 2011
Skills
Strategic Planning, Public Speaking, Customer Service, Outlook, Budgets, Editing, Microsoft Excel, Windows, Research, Microsoft Office, English, Microsoft Word, Access, PowerPoint, Community Outreach, Event Planning, Nonprofits, Leadership Development, Fundraising, Teaching, Leadership
Education
Cheyney University of Pennsylvania 2004 — 2008
BA, Political Science
Upper St. Clair
Denita Baker's USAA Experience August 2013 - Present
Job Financial Foundations specialist USAA
Industry Banking
Experience
USAA August 2013 - Present
Navy Federal Credit Union October 2012 - August 2013
AT&T Mobility October 2008 - July 2012
Alltel May 2005 - May 2008
Western Wireless November 1999 - May 2005
Skills
Call Center, Wireless, Customer Experience, Customer Service, Telecommunications, Customer Retention, Recruiting, Call Centers, Microsoft Excel, Employee Relations, Customer Satisfaction, Leadership, Sales, Direct Sales, Sales Operations, Account Management, Solution Selling
Education
Cloud County Community College
Associate of Arts (A.A.), Business Administration and Management, General
DeVry University 2008 — 2011
USAA August 2013 - Present
Navy Federal Credit Union October 2012 - August 2013
AT&T Mobility October 2008 - July 2012
Alltel May 2005 - May 2008
Western Wireless November 1999 - May 2005
Skills
Call Center, Wireless, Customer Experience, Customer Service, Telecommunications, Customer Retention, Recruiting, Call Centers, Microsoft Excel, Employee Relations, Customer Satisfaction, Leadership, Sales, Direct Sales, Sales Operations, Account Management, Solution Selling
Education
Cloud County Community College
Associate of Arts (A.A.), Business Administration and Management, General
DeVry University 2008 — 2011
Natalie Butler Natalie Butler's USAA Experience June 2015 - August 2015
Job IT Intern at USAA
Industry Information Technology and Services
Experience
Rawls College of Business at Texas Tech University August 2012 - Present
USAA June 2015 - August 2015
Darden May 2014 - May 2015
CIMBA September 2014 - December 2014
Student Union Building August 2013 - August 2014
Tech Activities Board August 2013 - May 2014
Skills
Time Management, Teamwork, Microsoft Excel, Leadership, PowerPoint, Self-driven, Microsoft Office, Social Networking, Community Outreach, Microsoft Word, Social Media, Creative, Facebook, Public Speaking, Event Planning, Customer Service, Access, Critical Thinking, Data Analysis, Flexible, Social Media Marketing, Photoshop, Team Building, Project Management, Windows, Team Leadership, Project Planning, HTML, Javascript, Java
Education
CIMBA 2014 — 2014
Bachelor of Business Administration (B.B.A.), Marketing and Management Information Systems
Texas Tech University - Rawls College of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Management Information Systems, General / Marketing, General
Rawls College of Business at Texas Tech University August 2012 - Present
USAA June 2015 - August 2015
Darden May 2014 - May 2015
CIMBA September 2014 - December 2014
Student Union Building August 2013 - August 2014
Tech Activities Board August 2013 - May 2014
Skills
Time Management, Teamwork, Microsoft Excel, Leadership, PowerPoint, Self-driven, Microsoft Office, Social Networking, Community Outreach, Microsoft Word, Social Media, Creative, Facebook, Public Speaking, Event Planning, Customer Service, Access, Critical Thinking, Data Analysis, Flexible, Social Media Marketing, Photoshop, Team Building, Project Management, Windows, Team Leadership, Project Planning, HTML, Javascript, Java
Education
CIMBA 2014 — 2014
Bachelor of Business Administration (B.B.A.), Marketing and Management Information Systems
Texas Tech University - Rawls College of Business 2012 — 2016
Bachelor of Business Administration (B.B.A.), Management Information Systems, General / Marketing, General
Deepika Menon's USAA Experience March 2015 - Present
Job System Analyst at USAA
Industry Financial Services
Experience
USAA March 2015 - Present
Tata Consultancy Services March 2011 - March 2015
Patni Computer System October 2010 - January 2011
Education
Cochin University of Science and Technology 2006 — 2010
Bachelor of Technology (B.Tech.), Computer Science
USAA March 2015 - Present
Tata Consultancy Services March 2011 - March 2015
Patni Computer System October 2010 - January 2011
Education
Cochin University of Science and Technology 2006 — 2010
Bachelor of Technology (B.Tech.), Computer Science
Felicia Trevino Felicia Trevino's USAA Experience June 2014 - November 2014
Job at
Industry Retail
Experience
Nordstrom May 2015 - Present
USAA June 2014 - November 2014
Ross Stores, Inc. August 2012 - May 2013
Education
San Antonio College 2014 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management
Chattahoochee Valley Community College 2013 — 2014
Office Administrative Technology
George C Wallace State Community College-Dothan 2012 — 2013
General Studies
Geneva High School 2008 — 2012
High School
Nordstrom May 2015 - Present
USAA June 2014 - November 2014
Ross Stores, Inc. August 2012 - May 2013
Education
San Antonio College 2014 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management
Chattahoochee Valley Community College 2013 — 2014
Office Administrative Technology
George C Wallace State Community College-Dothan 2012 — 2013
General Studies
Geneva High School 2008 — 2012
High School
Mike Samara's USAA Experience 2008 - Present
Job Manager , USAA
Industry Financial Services
Experience
USAA 2008 - Present
Smith Barney May 2004 - July 2008
Skills
Banking, Credit, Risk Management, Investments, Mortgage Lending, Underwriting, Customer Service, Series 7, Wealth Management, Mutual Funds, Loans, Financial Services, Portfolio Management, Sales, Strategic Financial..., Retirement Planning, Financial Planning, Asset Allocation, Finance
Education
Clark University
Bachelor of Arts (BA), Business Administration and Management, General
USAA 2008 - Present
Smith Barney May 2004 - July 2008
Skills
Banking, Credit, Risk Management, Investments, Mortgage Lending, Underwriting, Customer Service, Series 7, Wealth Management, Mutual Funds, Loans, Financial Services, Portfolio Management, Sales, Strategic Financial..., Retirement Planning, Financial Planning, Asset Allocation, Finance
Education
Clark University
Bachelor of Arts (BA), Business Administration and Management, General
Kristie Rushlow's USAA Experience September 2010 - September 2013
Job Customer Service and Sales
Industry Executive Office
Experience
Kristies Cupcakes September 2013 - Present
USAA September 2010 - September 2013
Skills
Banking, Insurance, Loans, Retirement Planning, Risk Management, Financial Planning, Financial Services, Investments, Mortgage Lending, Credit, Portfolio Management
Education
Rio Salado College 2010 — 2013
Associate’s Degree, Organizational Leadership
Cochise College 2005 — 2006
Associate’s Degree, Core classes with a focus in the medical field
Kristies Cupcakes September 2013 - Present
USAA September 2010 - September 2013
Skills
Banking, Insurance, Loans, Retirement Planning, Risk Management, Financial Planning, Financial Services, Investments, Mortgage Lending, Credit, Portfolio Management
Education
Rio Salado College 2010 — 2013
Associate’s Degree, Organizational Leadership
Cochise College 2005 — 2006
Associate’s Degree, Core classes with a focus in the medical field
Austin Seal MBA, CFP® Austin Seal MBA, CFP®'s USAA Experience January 2012 - Present
Job Financial Analyst at USAA
Industry Financial Services
Experience
USAA January 2012 - Present
USAA September 2006 - January 2012
AXA Advisors January 2005 - September 2006
Skills
Financial Analysis, Insurance, Investments, Finance, Portfolio Management, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Business Analysis, Financial Services, Asset Management, Corporate Finance, Retirement, Investment Strategies, Life Insurance, Financial Advisory, Microsoft Excel, Fixed Annuities, Strategic Financial..., Financial Modeling, Securities, Underwriting
Education
University of the Incarnate Word 2010 — 2012
Master's degree, Business Administration and Management, General
College for Financial Planning 2006 — 2008
CERTIFIED FINANCIAL PLANNER, Financial Planning and Services
The University of Texas at Austin 2000 — 2004
Bachelor of Arts (B.A.), Economics
USAA January 2012 - Present
USAA September 2006 - January 2012
AXA Advisors January 2005 - September 2006
Skills
Financial Analysis, Insurance, Investments, Finance, Portfolio Management, Mutual Funds, Retirement Planning, Wealth Management, Asset Allocation, Business Analysis, Financial Services, Asset Management, Corporate Finance, Retirement, Investment Strategies, Life Insurance, Financial Advisory, Microsoft Excel, Fixed Annuities, Strategic Financial..., Financial Modeling, Securities, Underwriting
Education
University of the Incarnate Word 2010 — 2012
Master's degree, Business Administration and Management, General
College for Financial Planning 2006 — 2008
CERTIFIED FINANCIAL PLANNER, Financial Planning and Services
The University of Texas at Austin 2000 — 2004
Bachelor of Arts (B.A.), Economics
Todd O'Neill Todd O'Neill's USAA Experience June 2006 - March 2007
Job Assistant Professor, New Media Communication
Industry Higher Education
Experience
Middle Tennessee State University August 2012 - Present
Middle Tennessee State University October 2012 - Present
DoingMedia March 2007 - Present
Apple Retail March 2011 - July 2012
TEDxSanAntonio August 2009 - July 2012
Alamo Community College District January 2012 - May 2012
C4 Workspace LLC April 2009 - September 2011
Alamo Community College District September 2002 - May 2011
Webhead Group May 2007 - November 2007
USAA June 2006 - March 2007
Skills
Web Content Strategy, Online Presence..., Media production, Coworking, Association Management, Online Presence, Content Strategy, Consulting, Media Production, Video Production, Interactive Media, Content Management, Interaction Design, Social Media, Digital Media, Video, Editing, New Media, Multimedia, Process Engineering
Education
City University of New York-Brooklyn College 1981 — 1983
MS, Television
William Paterson University of New Jersey 1977 — 1980
BA, Communications
Ramapo College of New Jersey 1976 — 1977
Communications
Ramapo Regional High School 1972 — 1976
High School, WRRH-FM
Hawthorne High School 1972 — 1973
High School
Middle Tennessee State University August 2012 - Present
Middle Tennessee State University October 2012 - Present
DoingMedia March 2007 - Present
Apple Retail March 2011 - July 2012
TEDxSanAntonio August 2009 - July 2012
Alamo Community College District January 2012 - May 2012
C4 Workspace LLC April 2009 - September 2011
Alamo Community College District September 2002 - May 2011
Webhead Group May 2007 - November 2007
USAA June 2006 - March 2007
Skills
Web Content Strategy, Online Presence..., Media production, Coworking, Association Management, Online Presence, Content Strategy, Consulting, Media Production, Video Production, Interactive Media, Content Management, Interaction Design, Social Media, Digital Media, Video, Editing, New Media, Multimedia, Process Engineering
Education
City University of New York-Brooklyn College 1981 — 1983
MS, Television
William Paterson University of New Jersey 1977 — 1980
BA, Communications
Ramapo College of New Jersey 1976 — 1977
Communications
Ramapo Regional High School 1972 — 1976
High School, WRRH-FM
Hawthorne High School 1972 — 1973
High School
Ben Johnson, CFP® Ben Johnson, CFP®'s USAA Experience January 2005 - Present
Job Financial Planner at USAA
Industry Financial Services
Experience
USAA January 2005 - Present
Morgan Stanley, Quick& Reilly, H&R Block Advisors 1996 - 2004
The Bank of the West 1993 - 1996
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Risk Management, Banking, Insurance, Strategic Financial..., Series 7, Mortgage Lending, Credit, Financial Analysis, Mutual Funds
Education
St. Edward's University 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
DePaul University
Financial Planning Association Residency Program
The American College
Certificate in Financial Planning
College for Financial Planning
AWMA®, AAMS®, CRPC®, CRPS®
USAA January 2005 - Present
Morgan Stanley, Quick& Reilly, H&R Block Advisors 1996 - 2004
The Bank of the West 1993 - 1996
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Risk Management, Banking, Insurance, Strategic Financial..., Series 7, Mortgage Lending, Credit, Financial Analysis, Mutual Funds
Education
St. Edward's University 1989 — 1993
Bachelor of Business Administration (BBA), Finance, General
DePaul University
Financial Planning Association Residency Program
The American College
Certificate in Financial Planning
College for Financial Planning
AWMA®, AAMS®, CRPC®, CRPS®
Angela Blumer, CIC, CPIA Angela Blumer, CIC, CPIA's USAA Experience January 1992 - January 1996
Job Senior Agency Portfolio Manager at Foremost Insurance
Industry Insurance
Experience
Farmers Insurance September 1999 - Present
St Paul Personal Insurance/USF&G Insurance January 1996 - September 1999
USAA January 1992 - January 1996
Skills
Sales, Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, Underwriting, Umbrella Insurance, Health Insurance, Liability, Commercial Lines, General Insurance, Casualty, Inland Marine, Professional Liability, Homeowners
Education
Clemson University
BA, English with a Minor in Advertising & Communications
J L Mann High School, Greenville, SC
Farmers Insurance September 1999 - Present
St Paul Personal Insurance/USF&G Insurance January 1996 - September 1999
USAA January 1992 - January 1996
Skills
Sales, Property & Casualty..., Commercial Insurance, Insurance, Workers Compensation, Underwriting, Umbrella Insurance, Health Insurance, Liability, Commercial Lines, General Insurance, Casualty, Inland Marine, Professional Liability, Homeowners
Education
Clemson University
BA, English with a Minor in Advertising & Communications
J L Mann High School, Greenville, SC
Frank Violini, CFP® Frank Violini, CFP®'s USAA Experience May 1994 - August 2000
Job First Priority Bank
Industry Banking
Experience
First Priority Bank August 2008 - Present
Vanguard December 2003 - August 2008
Florida Institute of Technology May 1998 - December 2003
First Tennessee Bank February 2001 - October 2003
USAA May 1994 - August 2000
Skills
Retirement Planning, Investments, Finance, Financial Planning, Asset Allocation, Banking, Wealth Management, Mutual Funds, Portfolio Management, Series 7, Investment Management
Education
College for Financial Planning 1990 — 1993
CFP
Marywood University 1990 — 1993
MBA, Finance and Investments
Penn State University 1978 — 1982
BS, Minerial Economics
First Priority Bank August 2008 - Present
Vanguard December 2003 - August 2008
Florida Institute of Technology May 1998 - December 2003
First Tennessee Bank February 2001 - October 2003
USAA May 1994 - August 2000
Skills
Retirement Planning, Investments, Finance, Financial Planning, Asset Allocation, Banking, Wealth Management, Mutual Funds, Portfolio Management, Series 7, Investment Management
Education
College for Financial Planning 1990 — 1993
CFP
Marywood University 1990 — 1993
MBA, Finance and Investments
Penn State University 1978 — 1982
BS, Minerial Economics
Bryan Roquemore Bryan Roquemore's USAA Experience April 2013 - Present
Job Senior Business Analyst at USAA
Industry Research
Experience
USAA April 2013 - Present
USAA August 2010 - April 2013
Merrill Lynch 2008 - 2010
Cbeyond 2007 - 2008
KPMG Advisory 2006 - 2007
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Banking, Investments, Credit Analysis, Insurance, Asset Managment, Due Diligence, Strategic Planning, Forecasting, Commercial Lending, Risk Management, Loans, New Business Development, Analysis, Portfolio Management, Accounting, Asset Management
Education
Sydney University 2004 — 2005
International Finance
College for Financial Planning
Chartered Retirement Planning Counselor and Accredited Asset Management Specialist
Texas Tech University
Bachelor of Business Administration (B.B.A.), Finance
austin high school
USAA April 2013 - Present
USAA August 2010 - April 2013
Merrill Lynch 2008 - 2010
Cbeyond 2007 - 2008
KPMG Advisory 2006 - 2007
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Banking, Investments, Credit Analysis, Insurance, Asset Managment, Due Diligence, Strategic Planning, Forecasting, Commercial Lending, Risk Management, Loans, New Business Development, Analysis, Portfolio Management, Accounting, Asset Management
Education
Sydney University 2004 — 2005
International Finance
College for Financial Planning
Chartered Retirement Planning Counselor and Accredited Asset Management Specialist
Texas Tech University
Bachelor of Business Administration (B.B.A.), Finance
austin high school
Rob Peterman Rob Peterman's USAA Experience November 2012 - Present
Job Mortgage Processor at USAA
Industry Banking
Experience
USAA November 2012 - Present
Wells Fargo June 2012 - November 2012
USBank March 2011 - May 2012
Marriott International December 2009 - July 2010
New York Life Insurance Company March 2009 - September 2009
Aimbridge Hospitality May 2008 - August 2008
Education
Coastal Carolina University 2005 — 2009
Business, Resort and Tourism Management
Highlands High School 2001 — 2005
USAA November 2012 - Present
Wells Fargo June 2012 - November 2012
USBank March 2011 - May 2012
Marriott International December 2009 - July 2010
New York Life Insurance Company March 2009 - September 2009
Aimbridge Hospitality May 2008 - August 2008
Education
Coastal Carolina University 2005 — 2009
Business, Resort and Tourism Management
Highlands High School 2001 — 2005
David Zuniga David Zuniga's USAA Experience June 1996 - Present
Job Investment Sales & Service Call Center Executive
Industry Executive Office
Experience
USAA June 1996 - Present
NationsBanc Mortgage 1994 - 1996
Skills
Call Center, Strategic Planning, Wealth Management, Financial Planning, Investments, Retirement Planning, Securities, Customer Experience, Change Management, Annuities, Retirement, Investment Strategies, Compliance, Executive Management, Customer Service, Sales Management, Personal Finance, Coaching, Cross-functional Team..., Business Management, Strategic Financial..., Risk Management, Leadership, Management, Banking, Call Centers, Fixed Annuities, Series 7
Education
Cannon Financial Institute 2008 — 2009
Certified Wealth Strategist
Kaplan College-Dallas 2007 — 2007
Texas Realtor License
College for Financial Planning 2005 — 2006
CFP, Certified Financial Planner
College for Financial Planning 2003 — 2004
Chartered Retirement Planning Counselor (CRPC)
College for Financial Planning 2003 — 2003
Accredited Asset Management Specialist (AAMS)
FINRA / NASD 1997 — 1999
Series 6, 7, 24, 63, 65
NationsBank 1994 — 1996
Management Associate Program (MAPS)
Texas A&M University 1990 — 1994
BBA, Management
USAA June 1996 - Present
NationsBanc Mortgage 1994 - 1996
Skills
Call Center, Strategic Planning, Wealth Management, Financial Planning, Investments, Retirement Planning, Securities, Customer Experience, Change Management, Annuities, Retirement, Investment Strategies, Compliance, Executive Management, Customer Service, Sales Management, Personal Finance, Coaching, Cross-functional Team..., Business Management, Strategic Financial..., Risk Management, Leadership, Management, Banking, Call Centers, Fixed Annuities, Series 7
Education
Cannon Financial Institute 2008 — 2009
Certified Wealth Strategist
Kaplan College-Dallas 2007 — 2007
Texas Realtor License
College for Financial Planning 2005 — 2006
CFP, Certified Financial Planner
College for Financial Planning 2003 — 2004
Chartered Retirement Planning Counselor (CRPC)
College for Financial Planning 2003 — 2003
Accredited Asset Management Specialist (AAMS)
FINRA / NASD 1997 — 1999
Series 6, 7, 24, 63, 65
NationsBank 1994 — 1996
Management Associate Program (MAPS)
Texas A&M University 1990 — 1994
BBA, Management
Cindy Leclair's USAA Experience June 2012 - Present
Job Director Program Management at USAA
Industry Financial Services
Experience
USAA June 2012 - Present
USAA August 2010 - May 2012
USAA May 2009 - August 2010
USAA August 1998 - July 2007
H-E-B Grocery Company 1991 - 1998
Skills
Program Management, Project Portfolio..., Process Improvement, Vendor Management, Cross-functional Team..., Business Analysis, Change Management, Business Process..., PMO, Strategic Planning, PMP, SDLC, Insurance, Project Management, Requirements Analysis, Team Leadership, Project Planning, Business Process, Business Transformation, Business Intelligence, Management, Software Project..., Risk Management, Strategy
Education
Clemson University 1983 — 1987
BS, Economics
USAA June 2012 - Present
USAA August 2010 - May 2012
USAA May 2009 - August 2010
USAA August 1998 - July 2007
H-E-B Grocery Company 1991 - 1998
Skills
Program Management, Project Portfolio..., Process Improvement, Vendor Management, Cross-functional Team..., Business Analysis, Change Management, Business Process..., PMO, Strategic Planning, PMP, SDLC, Insurance, Project Management, Requirements Analysis, Team Leadership, Project Planning, Business Process, Business Transformation, Business Intelligence, Management, Software Project..., Risk Management, Strategy
Education
Clemson University 1983 — 1987
BS, Economics
Bryan Skoruppa Bryan Skoruppa's USAA Experience July 2013 - Present
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA July 2013 - Present
USAA January 2007 - Present
Investment Professionals, Inc. May 2006 - January 2007
Ameriprise Financial Services, Inc. May 2002 - May 2006
Skills
Wealth Management, Financial Planners, Financial Services, Financial Goals, Estate Law, Sales, IRAs, Retirement Planning, Estate Planning, Retirement, Investment Advisory, Asset Allocation, 401k Rollovers, Investment Strategies, Portfolio Management, Mutual Funds, Fixed Annuities
Education
Certified Financial Planner Board of Standards, Inc.
CFP®, Certified Financial Planner Professional Designation
College for Financial Planning
Masters of Science, Personal Financial Planning
Nat'l Assoc Estate Planners & Councils
AEP®, Accredited Estate Planner Professional Designation
American Bankers Assoc. Institute of Certified Bankers
CTFA®, Certified Trust and Financial Advisor Professional Designation
The American College
ChFC® & CLU®, Chartered Financial Consultant & Chartered Life Underwriter Professional Designation
Cannon Financial Institute
CWS®, Certified Wealth Strategist Professional Designation
Texas A&M University
Agricultural Business & Mgmt
Texas State University
Bachelors of Science, Agriculture-Business & Management
George West High School
HS Diploma
USAA July 2013 - Present
USAA January 2007 - Present
Investment Professionals, Inc. May 2006 - January 2007
Ameriprise Financial Services, Inc. May 2002 - May 2006
Skills
Wealth Management, Financial Planners, Financial Services, Financial Goals, Estate Law, Sales, IRAs, Retirement Planning, Estate Planning, Retirement, Investment Advisory, Asset Allocation, 401k Rollovers, Investment Strategies, Portfolio Management, Mutual Funds, Fixed Annuities
Education
Certified Financial Planner Board of Standards, Inc.
CFP®, Certified Financial Planner Professional Designation
College for Financial Planning
Masters of Science, Personal Financial Planning
Nat'l Assoc Estate Planners & Councils
AEP®, Accredited Estate Planner Professional Designation
American Bankers Assoc. Institute of Certified Bankers
CTFA®, Certified Trust and Financial Advisor Professional Designation
The American College
ChFC® & CLU®, Chartered Financial Consultant & Chartered Life Underwriter Professional Designation
Cannon Financial Institute
CWS®, Certified Wealth Strategist Professional Designation
Texas A&M University
Agricultural Business & Mgmt
Texas State University
Bachelors of Science, Agriculture-Business & Management
George West High School
HS Diploma
Max Devnew Max Devnew's USAA Experience May 2012 - September 2013
Job Account Executive at Compass Insurance Solutions
Industry Insurance
Experience
Compass Insurance Solutions October 2013 - Present
C & M Sandbridge Pool Cleaning May 2004 - Present
USAA May 2012 - September 2013
Northwestern Mutual March 2011 - April 2012
Skills
Insurance, Disability Insurance, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Life Insurance, Retirement, Strategic Financial..., Fixed Annuities, Team Building, Finance, Retirement Planning, Sales, Negotiation, Financial Analysis, Leadership, Risk Management, Small Business
Education
Christopher Newport University 2006 — 2011
Bachelor of Arts (B.A.), Communication, General
Compass Insurance Solutions October 2013 - Present
C & M Sandbridge Pool Cleaning May 2004 - Present
USAA May 2012 - September 2013
Northwestern Mutual March 2011 - April 2012
Skills
Insurance, Disability Insurance, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Life Insurance, Retirement, Strategic Financial..., Fixed Annuities, Team Building, Finance, Retirement Planning, Sales, Negotiation, Financial Analysis, Leadership, Risk Management, Small Business
Education
Christopher Newport University 2006 — 2011
Bachelor of Arts (B.A.), Communication, General
Fred Funchess Fred Funchess's USAA Experience July 2012 - Present
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA July 2012 - Present
VALIC March 2011 - February 2012
VALIC March 2011 - January 2012
Edward Jones May 2010 - February 2011
Edward Jones May 2010 - February 2011
VALIC 2011 - 2011
University of Phoenix June 2008 - May 2010
University of Phoenix June 2008 - May 2010
Wright Patterson Air Force Base Medical Center March 2004 - June 2008
Wright Patterson Air Force Base Medical Center March 2004 - June 2008
Skills
Hazardous Waste..., Logistics, Data Acquisition, Cross-functional Team..., Team Building, Training, Analysis, Budgets, Customer Service, Executive Management, Human Resources, Integration, Leadership, Management, Microsoft Office, Military, Policy, Project Planning, Recruiting, Strategic Financial..., Investments, Leadership Development, Strategic Planning
Education
University of Phoenix, University of Phoenix 2003 — 2009
Master's, Management
University of Phoenix, University of Phoenix 2002 — 2009
Bachelor of Science, Finance; Business Administration and Business Finance
University of Phoenix 2003 — 2007
2009, Master of Managment
MILSTAR Command Post Terminal 2000 — 2000
PDS: Code: R54, Satellite
Community College of the Air Force 1996 — 1998
Associate, Information Systems Technology
Cheonggang Academy
Associate Degree, Information Systems Technology
Community College of the Air Force
Bachelor of Science, Business Administration
University of Phoenix
Bachelor of Science, Finance
University of Phoenix
Master, Management
USAA July 2012 - Present
VALIC March 2011 - February 2012
VALIC March 2011 - January 2012
Edward Jones May 2010 - February 2011
Edward Jones May 2010 - February 2011
VALIC 2011 - 2011
University of Phoenix June 2008 - May 2010
University of Phoenix June 2008 - May 2010
Wright Patterson Air Force Base Medical Center March 2004 - June 2008
Wright Patterson Air Force Base Medical Center March 2004 - June 2008
Skills
Hazardous Waste..., Logistics, Data Acquisition, Cross-functional Team..., Team Building, Training, Analysis, Budgets, Customer Service, Executive Management, Human Resources, Integration, Leadership, Management, Microsoft Office, Military, Policy, Project Planning, Recruiting, Strategic Financial..., Investments, Leadership Development, Strategic Planning
Education
University of Phoenix, University of Phoenix 2003 — 2009
Master's, Management
University of Phoenix, University of Phoenix 2002 — 2009
Bachelor of Science, Finance; Business Administration and Business Finance
University of Phoenix 2003 — 2007
2009, Master of Managment
MILSTAR Command Post Terminal 2000 — 2000
PDS: Code: R54, Satellite
Community College of the Air Force 1996 — 1998
Associate, Information Systems Technology
Cheonggang Academy
Associate Degree, Information Systems Technology
Community College of the Air Force
Bachelor of Science, Business Administration
University of Phoenix
Bachelor of Science, Finance
University of Phoenix
Master, Management
Megan Cody Megan Cody's USAA Experience February 2014 - Present
Job New Member Solutions Specialist at USAA
Industry Higher Education
Experience
USAA February 2014 - Present
Loudoun County Government August 2013 - February 2014
National Defense University May 2013 - August 2013
Christopher Newport University August 2010 - May 2013
Education
Christopher Newport University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government and Spanish
USAA February 2014 - Present
Loudoun County Government August 2013 - February 2014
National Defense University May 2013 - August 2013
Christopher Newport University August 2010 - May 2013
Education
Christopher Newport University 2009 — 2013
Bachelor of Arts (B.A.), Political Science and Government and Spanish
David Carlsen David Carlsen's USAA Experience May 2014 - Present
Job Operations Manager at USAA
Industry Financial Services
Experience
USAA May 2014 - Present
Deer Valley Unified School District January 2013 - May 2014
United States Air Force June 1992 - July 2012
Skills
Program Management, National Security, Government, Organizational..., Air Force, Management, Military, Analysis, Security Clearance, DoD, Team Building, Project Management, Process Improvement, Leadership, Public Speaking, Strategic Planning, Team Leadership
Education
Thunderbird School of Global Management 2014 — 2016
MBA in Global Management
Grand Canyon University 2013 — 2014
Master of Education in Secondary Education
Excelsior College
BS Liberal Studies, Area Focus in Chinese, Magna Cum Laude
Defense Language Institute
Associate of Arts, Chinese Mandarin
Cochise College
Associate of Applied Science, Intelligence Operations Studies
Community College of the Air Force
Associate in Applied Science, Instructor of Technology and Military Science, Communications Applications Technology
Harper College
Associate in Arts
USAA May 2014 - Present
Deer Valley Unified School District January 2013 - May 2014
United States Air Force June 1992 - July 2012
Skills
Program Management, National Security, Government, Organizational..., Air Force, Management, Military, Analysis, Security Clearance, DoD, Team Building, Project Management, Process Improvement, Leadership, Public Speaking, Strategic Planning, Team Leadership
Education
Thunderbird School of Global Management 2014 — 2016
MBA in Global Management
Grand Canyon University 2013 — 2014
Master of Education in Secondary Education
Excelsior College
BS Liberal Studies, Area Focus in Chinese, Magna Cum Laude
Defense Language Institute
Associate of Arts, Chinese Mandarin
Cochise College
Associate of Applied Science, Intelligence Operations Studies
Community College of the Air Force
Associate in Applied Science, Instructor of Technology and Military Science, Communications Applications Technology
Harper College
Associate in Arts
Yewande Awopetu's USAA Experience January 2011 - Present
Job
Industry Banking
Experience
USAA January 2011 - Present
Self-Employed June 2010 - November 2010
Eli Lilly and Company May 2009 - July 2009
The Nielsen Company June 2006 - July 2008
Triple T October 2005 - June 2006
American Lung Association August 2003 - September 2005
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA
City University of New York-Brooklyn College 1995 — 2000
Bachelor of Science (B.S.)
SDA Bocconi
USAA January 2011 - Present
Self-Employed June 2010 - November 2010
Eli Lilly and Company May 2009 - July 2009
The Nielsen Company June 2006 - July 2008
Triple T October 2005 - June 2006
American Lung Association August 2003 - September 2005
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2010
MBA
City University of New York-Brooklyn College 1995 — 2000
Bachelor of Science (B.S.)
SDA Bocconi
Mac Gardner, CFP®, CRPS®, CRPC®'s USAA Experience July 2011 - August 2013
Job Branch Director of Executive Planning at The Noble Group
Industry Financial Services
Experience
The Noble Group September 2014 - Present
Raymond James September 2013 - Present
USAA July 2011 - August 2013
TIAA-CREF 2007 - August 2011
Bank of America March 2007 - November 2007
The Hartford December 2005 - March 2007
SunTrust Bank November 1999 - November 2004
SunTrust Bank November 1996 - November 1999
Education
University of Maryland College Park 1993 — 1998
BA, Government & Politics
College for Financial Planning
CRPS, CRPC
The Noble Group September 2014 - Present
Raymond James September 2013 - Present
USAA July 2011 - August 2013
TIAA-CREF 2007 - August 2011
Bank of America March 2007 - November 2007
The Hartford December 2005 - March 2007
SunTrust Bank November 1999 - November 2004
SunTrust Bank November 1996 - November 1999
Education
University of Maryland College Park 1993 — 1998
BA, Government & Politics
College for Financial Planning
CRPS, CRPC
Susan E. Owens's USAA Experience June 2013 - Present
Job AVP, Enterprise Advice Implementation at USAA
Industry Financial Services
Experience
USAA June 2013 - Present
UBS Financial Services Inc. January 2013 - June 2013
UBS Financial Services Inc. December 2011 - December 2012
UBS Financial Services Inc. 2006 - 2011
Tucker Ellis & West LLP 2003 - 2006
LaSalle National Bank/ABN AMRO 1990 - 1997
Skills
Wealth Management, Personal Financial..., Retirement Planning, Estate Planning, Consultative Approach, Leadership, Strategic Thinking, Asset Allocation, Strategic Financial..., Equities, Retirement, Series 7, Series 63, Wealth Management..., Investment Advisory, Investment Strategies, Series 24, Uniform Combined State..., Financial Advisory, Series 65, High Net Worth..., Investment Management, Wealth, Asset Management, Finance
Education
University of Michigan 1986 — 1989
Bachelor of Arts (B.A.), Psychology & Communications
Cleveland State University - Cleveland-Marshall College of Law 2001 — 2004
Doctor of Law (J.D.)
USAA June 2013 - Present
UBS Financial Services Inc. January 2013 - June 2013
UBS Financial Services Inc. December 2011 - December 2012
UBS Financial Services Inc. 2006 - 2011
Tucker Ellis & West LLP 2003 - 2006
LaSalle National Bank/ABN AMRO 1990 - 1997
Skills
Wealth Management, Personal Financial..., Retirement Planning, Estate Planning, Consultative Approach, Leadership, Strategic Thinking, Asset Allocation, Strategic Financial..., Equities, Retirement, Series 7, Series 63, Wealth Management..., Investment Advisory, Investment Strategies, Series 24, Uniform Combined State..., Financial Advisory, Series 65, High Net Worth..., Investment Management, Wealth, Asset Management, Finance
Education
University of Michigan 1986 — 1989
Bachelor of Arts (B.A.), Psychology & Communications
Cleveland State University - Cleveland-Marshall College of Law 2001 — 2004
Doctor of Law (J.D.)
Daniel Shepherd AAMS®'s USAA Experience September 2013 - July 2015
Job Financial Professional at Allstate
Industry Financial Services
Experience
Allstate August 2015 - Present
USAA September 2013 - July 2015
TD Ameritrade August 2006 - September 2013
Wal-Mart October 1999 - August 2006
Skills
Multi Tasking, Problem Solving, Evaluation, Risk Management, Solution Selling, Process Improvement, Functional Analysis, Financial Analysis, Balance Sheet, General Ledger, Financial Accounting, Real Estate, Customer Service, Managerial, Time Management, Energy, Dependent, Work Well Independently, Team Building, Logistics, Sports Writing, Business Process..., Study Skills, Efficiency, Desire, Emotional Intelligence, High Pressure Situations, Clutch, Dependable Team Player, User Acceptance Testing, Series 63, Series 7, Series 65, Leadership, Mutual Funds, Sales, Securities, Asset Allocation, Options, Financial Services, Trading, Equities, Uniform Combined State..., Finance, Call Centers, Brokerage, Alternative Investments, Investments, Portfolio Management, Relationship Management
Education
College for Financial Planning 2014 — 2014
Accredited Asset management specialist ( AAMS), Finance, General
University of North Texas 2009 — 2011
BBA Finance, Finance, 3.0
The University of Texas at Arlington 2005 — 2007
Business basics, Business/Commerce, General
Weatherford College 2003 — 2005
Associates in Arts, General Studies
Granbury HS 1999 — 2002
HS Diploma, Accounting and Finance
Texas teachers
Business Education, Teaching
Allstate August 2015 - Present
USAA September 2013 - July 2015
TD Ameritrade August 2006 - September 2013
Wal-Mart October 1999 - August 2006
Skills
Multi Tasking, Problem Solving, Evaluation, Risk Management, Solution Selling, Process Improvement, Functional Analysis, Financial Analysis, Balance Sheet, General Ledger, Financial Accounting, Real Estate, Customer Service, Managerial, Time Management, Energy, Dependent, Work Well Independently, Team Building, Logistics, Sports Writing, Business Process..., Study Skills, Efficiency, Desire, Emotional Intelligence, High Pressure Situations, Clutch, Dependable Team Player, User Acceptance Testing, Series 63, Series 7, Series 65, Leadership, Mutual Funds, Sales, Securities, Asset Allocation, Options, Financial Services, Trading, Equities, Uniform Combined State..., Finance, Call Centers, Brokerage, Alternative Investments, Investments, Portfolio Management, Relationship Management
Education
College for Financial Planning 2014 — 2014
Accredited Asset management specialist ( AAMS), Finance, General
University of North Texas 2009 — 2011
BBA Finance, Finance, 3.0
The University of Texas at Arlington 2005 — 2007
Business basics, Business/Commerce, General
Weatherford College 2003 — 2005
Associates in Arts, General Studies
Granbury HS 1999 — 2002
HS Diploma, Accounting and Finance
Texas teachers
Business Education, Teaching
David Weissmueller's USAA Experience November 2009 - Present
Job Wealth Advisor at USAA, CWS AAMS
Industry Financial Services
Experience
USAA November 2009 - Present
Banc of America Investments March 2008 - April 2009
Davra Enterprises January 1996 - June 2007
J P Mitchell & Company 1989 - 1998
Skills
Financial Services, Risk Management, Asset Allocation, Insurance, Small Business, Portfolio Management, Financial Advisory, Retirement, Finance, Estate Planning, Wealth Management, Retirement Planning, Financial Analysis, Mutual Funds, Series 7, Wealth, Investments, Financial Planning, Series 63, Investment Advisory, Investment Management, Investment Strategies
Education
University of Arizona, Eller College of Management 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Metropolitan State University of Denver 2012 — 2013
CFP modules, Financial Planning and Services
College for Financial Planning 2011 — 2012
Accredited Asset Management Specialist AAMS, Financial Planning and Services
USAA November 2009 - Present
Banc of America Investments March 2008 - April 2009
Davra Enterprises January 1996 - June 2007
J P Mitchell & Company 1989 - 1998
Skills
Financial Services, Risk Management, Asset Allocation, Insurance, Small Business, Portfolio Management, Financial Advisory, Retirement, Finance, Estate Planning, Wealth Management, Retirement Planning, Financial Analysis, Mutual Funds, Series 7, Wealth, Investments, Financial Planning, Series 63, Investment Advisory, Investment Management, Investment Strategies
Education
University of Arizona, Eller College of Management 1979 — 1983
Bachelor of Science (B.S.), Business Administration and Management, General
Metropolitan State University of Denver 2012 — 2013
CFP modules, Financial Planning and Services
College for Financial Planning 2011 — 2012
Accredited Asset Management Specialist AAMS, Financial Planning and Services
Allen Farnham's USAA Experience November 2009 - September 2011
Job Senior Analyst Business Intelligence / Blue Shield of California
Industry Health, Wellness and Fitness
Experience
USAA November 2009 - September 2011
Decision Sciences Research Associates, Pasadena CA March 2009 - November 2009
HCI Direct Inc June 2008 - September 2008
Blair Corporation February 1989 - September 2005
Education
Clarion University of Pennsylvania 1979 — 1983
USAA November 2009 - September 2011
Decision Sciences Research Associates, Pasadena CA March 2009 - November 2009
HCI Direct Inc June 2008 - September 2008
Blair Corporation February 1989 - September 2005
Education
Clarion University of Pennsylvania 1979 — 1983
Craig Butterfield's USAA Experience February 2010 - Present
Job Charted Retirement Planning Counselor
Industry Financial Services
Experience
USAA February 2010 - Present
Education
College for Financial Planning
USAA February 2010 - Present
Education
College for Financial Planning
Brian Schwegler's USAA Experience November 2014 - Present
Job Assistant Vice President, Member Experience Quality Analytics at USAA
Industry Financial Services
Experience
USAA November 2014 - Present
USAA December 2011 - November 2014
USAA August 2010 - December 2011
USAA June 2008 - August 2010
USAA October 2007 - May 2008
University of Chicago 2002 - 2007
Skills
Usability Testing, Data Mining, Analytics, Analysis, Research, Voice of the Customer..., Qualitative Research, Customer Satisfaction..., Text Analytics, Customer Insight, Ethnography, Marketing Strategy, User Experience Design, Focus Groups, Customer Experience, Segmentation, Strategy, Voice of the Customer, Marketing Research, Quantitative Research, Predictive Modeling, Market Research, Cross-functional Team..., Consumer Behaviour, Business Analysis, Strategic Planning, Management, Leadership, Process Improvement, Business Process..., Program Management, Risk Management, Data Analysis, Vendor Management, Team Leadership, Financial Services
Education
The University of Chicago 1996 — 2008
PhD, Anthropology
Colby College 1991 — 1995
BA, Anthropology
Toll Gate High School
USAA November 2014 - Present
USAA December 2011 - November 2014
USAA August 2010 - December 2011
USAA June 2008 - August 2010
USAA October 2007 - May 2008
University of Chicago 2002 - 2007
Skills
Usability Testing, Data Mining, Analytics, Analysis, Research, Voice of the Customer..., Qualitative Research, Customer Satisfaction..., Text Analytics, Customer Insight, Ethnography, Marketing Strategy, User Experience Design, Focus Groups, Customer Experience, Segmentation, Strategy, Voice of the Customer, Marketing Research, Quantitative Research, Predictive Modeling, Market Research, Cross-functional Team..., Consumer Behaviour, Business Analysis, Strategic Planning, Management, Leadership, Process Improvement, Business Process..., Program Management, Risk Management, Data Analysis, Vendor Management, Team Leadership, Financial Services
Education
The University of Chicago 1996 — 2008
PhD, Anthropology
Colby College 1991 — 1995
BA, Anthropology
Toll Gate High School
Kristi Perry's USAA Experience 1997 - 2000
Job Court Clerk at City of Fircrest
Industry Legal Services
Experience
City of Fircrest November 2012 - Present
Washington State Court of Appeals Division II May 2012 - November 2012
City of Auburn - Municipal Court March 2010 - May 2012
Washington State Attorney General November 2005 - February 2010
Gene Juarez 2000 - 2005
USAA 1997 - 2000
Skills
Legal Research, Legal Assistance, Legal Writing, Courts, Document Review, Microsoft Office, Westlaw, Civil Litigation, Microsoft Word, Microsoft Excel, Litigation Support, PowerPoint, Outlook, Customer Service, Criminal Law, Research, Hearings, Appeals, Dispute Resolution
Education
Clover Park Technical College 2000 — 2001
Certificate, Esthetics
Pierce College 1993 — 1995
AAS, General Studies
City of Fircrest November 2012 - Present
Washington State Court of Appeals Division II May 2012 - November 2012
City of Auburn - Municipal Court March 2010 - May 2012
Washington State Attorney General November 2005 - February 2010
Gene Juarez 2000 - 2005
USAA 1997 - 2000
Skills
Legal Research, Legal Assistance, Legal Writing, Courts, Document Review, Microsoft Office, Westlaw, Civil Litigation, Microsoft Word, Microsoft Excel, Litigation Support, PowerPoint, Outlook, Customer Service, Criminal Law, Research, Hearings, Appeals, Dispute Resolution
Education
Clover Park Technical College 2000 — 2001
Certificate, Esthetics
Pierce College 1993 — 1995
AAS, General Studies
Christin Thomas's USAA Experience 2007 - 2009
Job Senior Associate at Cognizant Technology Solutions
Industry Information Technology and Services
Experience
Cognizant Technology Solutions October 2005 - Present
USAA 2007 - 2009
Education
Cochin University of Science and Technology
Cognizant Technology Solutions October 2005 - Present
USAA 2007 - 2009
Education
Cochin University of Science and Technology
Owen Hale's USAA Experience June 2007 - May 2008
Job Analyst at Clemson University
Industry Information Technology and Services
Experience
Clemson University February 2009 - Present
USAA June 2007 - May 2008
CIGNA October 2005 - June 2007
Chevron July 1989 - September 2005
Shell July 1988 - July 1989
BP July 1987 - July 1988
McDermott International Inc. May 1985 - July 1987
Mobil September 1981 - May 1985
Skills
Windows Server, Servers, JCL, Visual Basic, Databases, PL/SQL, C#, Windows 7, Visio
Education
Clemson University 2011 — 2012
MA (matriculating), Economics
Rutgers, The State University of New Jersey-Newark 1981 — 1985
BA, Mathematics & Natural Science
Clemson University February 2009 - Present
USAA June 2007 - May 2008
CIGNA October 2005 - June 2007
Chevron July 1989 - September 2005
Shell July 1988 - July 1989
BP July 1987 - July 1988
McDermott International Inc. May 1985 - July 1987
Mobil September 1981 - May 1985
Skills
Windows Server, Servers, JCL, Visual Basic, Databases, PL/SQL, C#, Windows 7, Visio
Education
Clemson University 2011 — 2012
MA (matriculating), Economics
Rutgers, The State University of New Jersey-Newark 1981 — 1985
BA, Mathematics & Natural Science
Nadine Mar CCLA, ARM, AIC's USAA Experience May 2002 - December 2006
Job Leadership & Litigation Expert Construction Defect, General Liability & Transportion Claims
Industry Insurance
Experience
EMC Insurance Companies September 2011 - Present
Scottsdale Insurance Company (Nationwide Insurance) January 2007 - August 2011
USAA May 2002 - December 2006
USAA October 1999 - April 2002
USAA February 1990 - September 1999
Allstate Insurance October 1983 - February 1990
Skills
People Management, Project Implementation, Litigation Management, Claims, Litigation, Coaching, Insurance, Negotiation, Casualty, Liability, General Liability, Commercial Lines, Communication, Performance Metrics, Commercial Litigation, Human Resources, Hiring Personnel, Performance Management, Claim, Legal Liability, Leadership, Management, Property & Casualty..., Claims Management, Professional Liability, Workers Compensation, Underwriting, Brokers, Commercial Insurance, Subrogation, Claims Handling, Liability Analysis, Claims Resolution, CPCU, Reinsurance, General Insurance, Umbrella Insurance, Inland Marine, Excess, D&O, Adjustments, Property Claims, Homeowners, Employment Practices..., Claims Investigations, Insurance Law, Captives, Mediation, Accident, Product Liability
Education
Life Coach Institute of Orange County 2011 — 2012
Certified Life Coach, Career Coaching
City University of Seattle 1990 — 1994
MBA, Business Management
Seattle University 1977 — 1982
B.A., Business Administration
EMC Insurance Companies September 2011 - Present
Scottsdale Insurance Company (Nationwide Insurance) January 2007 - August 2011
USAA May 2002 - December 2006
USAA October 1999 - April 2002
USAA February 1990 - September 1999
Allstate Insurance October 1983 - February 1990
Skills
People Management, Project Implementation, Litigation Management, Claims, Litigation, Coaching, Insurance, Negotiation, Casualty, Liability, General Liability, Commercial Lines, Communication, Performance Metrics, Commercial Litigation, Human Resources, Hiring Personnel, Performance Management, Claim, Legal Liability, Leadership, Management, Property & Casualty..., Claims Management, Professional Liability, Workers Compensation, Underwriting, Brokers, Commercial Insurance, Subrogation, Claims Handling, Liability Analysis, Claims Resolution, CPCU, Reinsurance, General Insurance, Umbrella Insurance, Inland Marine, Excess, D&O, Adjustments, Property Claims, Homeowners, Employment Practices..., Claims Investigations, Insurance Law, Captives, Mediation, Accident, Product Liability
Education
Life Coach Institute of Orange County 2011 — 2012
Certified Life Coach, Career Coaching
City University of Seattle 1990 — 1994
MBA, Business Management
Seattle University 1977 — 1982
B.A., Business Administration
Jason Quon's USAA Experience March 2013 - Present
Job President at v1s10n Consulting Services
Industry Information Technology and Services
Experience
V1s10n Consulting October 2005 - Present
USAA March 2013 - Present
Caesars Entertainment December 2009 - March 2013
Hilton Hotels Corporation 2006 - 2009
Hilton Worldwide 2005 - 2008
Noble Technology Partners., Inc April 2005 - October 2005
Software Earnings November 1995 - April 2005
Promus Companies 1993 - 1995
Skills
SDLC, Project Management, Requirements Analysis, Business Analysis, Program Management, Management, CRM, E-commerce, Software Development, Strategy, Banking, Software Documentation, Vendor Management, Software Project..., Process Improvement, Databases, Integration, Business Intelligence, Visio, Leadership, SQL, Strategic Planning, Team Building, Customer Service
Education
Christian Brothers University 1987 — 1993
Bachelors, Computer Science
V1s10n Consulting October 2005 - Present
USAA March 2013 - Present
Caesars Entertainment December 2009 - March 2013
Hilton Hotels Corporation 2006 - 2009
Hilton Worldwide 2005 - 2008
Noble Technology Partners., Inc April 2005 - October 2005
Software Earnings November 1995 - April 2005
Promus Companies 1993 - 1995
Skills
SDLC, Project Management, Requirements Analysis, Business Analysis, Program Management, Management, CRM, E-commerce, Software Development, Strategy, Banking, Software Documentation, Vendor Management, Software Project..., Process Improvement, Databases, Integration, Business Intelligence, Visio, Leadership, SQL, Strategic Planning, Team Building, Customer Service
Education
Christian Brothers University 1987 — 1993
Bachelors, Computer Science
Doug Tonder's USAA Experience February 1999 - Present
Job Lead Systems Programmer at USAA
Industry Computer Software
Experience
USAA February 1999 - Present
Education
Clarkson University 1978 — 1980
BS, EE
USAA February 1999 - Present
Education
Clarkson University 1978 — 1980
BS, EE
Jason Tarter, CFP®, ChFC®'s USAA Experience September 2010 - March 2015
Job Vice President of Marketing & Digital Communication at Horace Mann
Industry Marketing and Advertising
Experience
Horace Mann March 2015 - Present
USAA September 2010 - March 2015
USAA 2008 - September 2010
USAA 2006 - 2008
USAA 2002 - 2006
American Express Financial Advisors 1997 - 1998
Skills
Strategic Financial..., Channel Optimization, Thought Leadership, Channel Strategy, Executive Management, Strategic Planning, Strategy, Financial Services, Innovation, Mentoring, Fixed Annuities, Retirement Planning, Finance, Channel Sales, Management, IRAs, Mutual Funds, Web Analytics, Spreadsheets, Insurance, Financial Advisory, Leadership, Retirement, Employee Benefits, Team Leadership, Training, Wealth Management, Coaching, Investment Management, Critical Thinking, Life Insurance, Securities, Investment Advisory, FINRA, Certified Financial..., Series 7, Investment Strategies, Estate Planning, Financial Planning, IRA's, 401k, Compliance, Operational Planning, Investments, Open Innovation, Dynamic Speaker, People Development, Social Media Marketing
Education
Northwestern University 1991 — 1996
BA, Psychology
College for Financial Planning
AAMS®, CRPC®, CMFC®, Asset Allocation, Retirement Planning, Investment Strategies
The American College
CLU®, CAP®, ChFC®, Life Insurance Law, Business Planning, and Charitable and Philanthropic Planning
The University of Texas at Austin
Innovation
Horace Mann March 2015 - Present
USAA September 2010 - March 2015
USAA 2008 - September 2010
USAA 2006 - 2008
USAA 2002 - 2006
American Express Financial Advisors 1997 - 1998
Skills
Strategic Financial..., Channel Optimization, Thought Leadership, Channel Strategy, Executive Management, Strategic Planning, Strategy, Financial Services, Innovation, Mentoring, Fixed Annuities, Retirement Planning, Finance, Channel Sales, Management, IRAs, Mutual Funds, Web Analytics, Spreadsheets, Insurance, Financial Advisory, Leadership, Retirement, Employee Benefits, Team Leadership, Training, Wealth Management, Coaching, Investment Management, Critical Thinking, Life Insurance, Securities, Investment Advisory, FINRA, Certified Financial..., Series 7, Investment Strategies, Estate Planning, Financial Planning, IRA's, 401k, Compliance, Operational Planning, Investments, Open Innovation, Dynamic Speaker, People Development, Social Media Marketing
Education
Northwestern University 1991 — 1996
BA, Psychology
College for Financial Planning
AAMS®, CRPC®, CMFC®, Asset Allocation, Retirement Planning, Investment Strategies
The American College
CLU®, CAP®, ChFC®, Life Insurance Law, Business Planning, and Charitable and Philanthropic Planning
The University of Texas at Austin
Innovation
Michael Yordy's USAA Experience January 2013 - December 2014
Job Independent Distributor at LifeVantage Corporation
Industry Financial Services
Experience
LifeVantage Corporation May 2015 - Present
USAA January 2013 - December 2014
Enterprise Rent-A-Car January 2012 - October 2012
The Fountain Group May 2011 - July 2011
AGLA November 2010 - February 2011
Skills
Management, Finance, Marketing, Team Building, Training, Leadership, Employee Benefits, Cold Calling, Human Resources, Sales Management, Budgets, Customer Retention, Employee Training, Account Management, Negotiation
Education
Chatham College 2005 — 2007
MBA, Master of Business Administration, 3.6/4.0
East Stroudsburg University of Pennsylvania 1999 — 2004
BS, Business Administration
LifeVantage Corporation May 2015 - Present
USAA January 2013 - December 2014
Enterprise Rent-A-Car January 2012 - October 2012
The Fountain Group May 2011 - July 2011
AGLA November 2010 - February 2011
Skills
Management, Finance, Marketing, Team Building, Training, Leadership, Employee Benefits, Cold Calling, Human Resources, Sales Management, Budgets, Customer Retention, Employee Training, Account Management, Negotiation
Education
Chatham College 2005 — 2007
MBA, Master of Business Administration, 3.6/4.0
East Stroudsburg University of Pennsylvania 1999 — 2004
BS, Business Administration
Scott Shacter's USAA Experience July 2006 - June 2009
Job FVP Strategic Sourcing, Sr. Commodity Mgr. Consumer & Private Wealth Mgmt. at SunTrust Bank
Industry Banking
Experience
SunTrust Bank July 2014 - Present
Tesoro November 2012 - Present
Tesoro October 2011 - November 2012
Tesoro June 2009 - October 2011
USAA July 2006 - June 2009
University of Chicago 2001 - June 2006
Jaburg & Wilk, P.C. 1996 - 1997
Skills
Strategic Sourcing, Vendor Management, Contract Negotiation, Procurement, Contract Management, HRIS, IT Sourcing, HR Software, Indirect Purchasing, Analytics, Contract Law, Licensing Negotiations, Intellectual Property, Applicant Tracking..., Learning Management..., SaaS, Process Improvement, Strategy, Cross-functional Team..., Change Management, Budgets, Human Resources, Program Management, Materials Management, Business Process..., Management
Education
University of Maryland - Robert H. Smith School of Business 1990 — 1994
MBA
University of Maryland Francis King Carey School of Law 1990 — 1994
JD/MBA, JD/MBA
Claremont McKenna College 1989 — 1990
BA, Economics
Harvey Mudd College 1986 — 1988
SunTrust Bank July 2014 - Present
Tesoro November 2012 - Present
Tesoro October 2011 - November 2012
Tesoro June 2009 - October 2011
USAA July 2006 - June 2009
University of Chicago 2001 - June 2006
Jaburg & Wilk, P.C. 1996 - 1997
Skills
Strategic Sourcing, Vendor Management, Contract Negotiation, Procurement, Contract Management, HRIS, IT Sourcing, HR Software, Indirect Purchasing, Analytics, Contract Law, Licensing Negotiations, Intellectual Property, Applicant Tracking..., Learning Management..., SaaS, Process Improvement, Strategy, Cross-functional Team..., Change Management, Budgets, Human Resources, Program Management, Materials Management, Business Process..., Management
Education
University of Maryland - Robert H. Smith School of Business 1990 — 1994
MBA
University of Maryland Francis King Carey School of Law 1990 — 1994
JD/MBA, JD/MBA
Claremont McKenna College 1989 — 1990
BA, Economics
Harvey Mudd College 1986 — 1988
Breanne Humphreys's USAA Experience November 2006 - September 2009
Job Licensing Manager at Medical Board of California
Industry Security and Investigations
Experience
Medical Board of California March 2010 - Present
USAA November 2006 - September 2009
Michelin North America November 2004 - May 2006
Michelin North America February 2001 - November 2004
Michelin North America January 2000 - January 2001
Michelin North America January 1999 - January 2000
Michelin North America May 1996 - December 1999
Michelin North America January 1993 - January 1995
Michelin North America January 1991 - January 1993
Michelin North America December 1987 - January 1990
Education
Clemson University
M.A, Human Resources Management
The University of Southern Mississippi
B.S, Journalism/Marketing Management
Medical Board of California March 2010 - Present
USAA November 2006 - September 2009
Michelin North America November 2004 - May 2006
Michelin North America February 2001 - November 2004
Michelin North America January 2000 - January 2001
Michelin North America January 1999 - January 2000
Michelin North America May 1996 - December 1999
Michelin North America January 1993 - January 1995
Michelin North America January 1991 - January 1993
Michelin North America December 1987 - January 1990
Education
Clemson University
M.A, Human Resources Management
The University of Southern Mississippi
B.S, Journalism/Marketing Management
Rick Eubanks's USAA Experience May 2010 - Present
Job Lead Network Engineer
Industry Information Technology and Services
Experience
USAA May 2010 - Present
Genesis Networks Solutions August 2008 - May 2009
Argonaut Insurance June 2004 - August 2008
Roper St. Francis Healthcare September 2001 - May 2004
Smoke Signal Communications 2000 - 2001
HCC 1999 - 2000
Positron 1998 - 2000
Education
Cisco CCIE 2004 — 2008
CCIE 22921, Route/Switch
Coastal Carolina University 1992 — 1997
Computer Science
USAA May 2010 - Present
Genesis Networks Solutions August 2008 - May 2009
Argonaut Insurance June 2004 - August 2008
Roper St. Francis Healthcare September 2001 - May 2004
Smoke Signal Communications 2000 - 2001
HCC 1999 - 2000
Positron 1998 - 2000
Education
Cisco CCIE 2004 — 2008
CCIE 22921, Route/Switch
Coastal Carolina University 1992 — 1997
Computer Science
Sangita Khater's USAA Experience March 2008 - Present
Job Executive Director at USAA, Credit Policy & Analytics
Industry Financial Services
Experience
USAA March 2008 - Present
Education
Clarkson University
USAA March 2008 - Present
Education
Clarkson University
Gerry LaBossiere's USAA Experience July 1996 - July 2001
Job Training Solutions Expert
Industry Aviation & Aerospace
Experience
CAE June 2011 - Present
Gerry LaBossiere, CFP® January 1994 - February 2015
Sabal Trust Company February 2005 - November 2007
Charles Schwab August 2001 - February 2005
USAA July 1996 - July 2001
United States Air Force April 1992 - May 1999
Smith Barney August 1994 - June 1996
United States Air Force August 1985 - April 1992
Skills
Aerospace, Integration, DO-178B, Fortran, Systems Engineering, Engineering Management, Flight Simulation, Strategic Financial..., Financial Services, Aircraft, Air Force
Education
College for Financial Planning 1996 — 1999
CFP®, Certified Financial Planner
University of Florida 1981 — 1985
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
CAE June 2011 - Present
Gerry LaBossiere, CFP® January 1994 - February 2015
Sabal Trust Company February 2005 - November 2007
Charles Schwab August 2001 - February 2005
USAA July 1996 - July 2001
United States Air Force April 1992 - May 1999
Smith Barney August 1994 - June 1996
United States Air Force August 1985 - April 1992
Skills
Aerospace, Integration, DO-178B, Fortran, Systems Engineering, Engineering Management, Flight Simulation, Strategic Financial..., Financial Services, Aircraft, Air Force
Education
College for Financial Planning 1996 — 1999
CFP®, Certified Financial Planner
University of Florida 1981 — 1985
Bachelor of Science (BS), Aerospace, Aeronautical and Astronautical Engineering
Jennifer Caulder's USAA Experience June 1999 - July 2001
Job Actuary at Markel Corporation
Industry Insurance
Experience
Markel Corporation (fka Alterra) October 2009 - Present
CastlePoint Re December 2006 - September 2009
PricewaterhouseCoopers July 2001 - November 2006
USAA June 1999 - July 2001
Skills
Financial Risk, Insurance, General Insurance, Reinsurance, Underwriting, Actuarial Science, Enterprise Risk..., Property & Casualty..., Solvency II
Education
Clemson University 1995 — 1999
BS, Mathematical Sciences
Markel Corporation (fka Alterra) October 2009 - Present
CastlePoint Re December 2006 - September 2009
PricewaterhouseCoopers July 2001 - November 2006
USAA June 1999 - July 2001
Skills
Financial Risk, Insurance, General Insurance, Reinsurance, Underwriting, Actuarial Science, Enterprise Risk..., Property & Casualty..., Solvency II
Education
Clemson University 1995 — 1999
BS, Mathematical Sciences
Srinivas Baikan's USAA Experience February 2010 - September 2013
Job Cisco Engineer at Blue Cross Blue Shield of Michigan
Industry Telecommunications
Experience
Blue Cross Blue Shield of Michigan September 2013 - Present
ePeople Technologies October 2008 - Present
USAA February 2010 - September 2013
Skills
IVR, ICM, CVP, SQL, Verint, Exony Reporting, Cisco Agent Desktops, Agile Methodologies, XML, Web Services, Java, Cisco Call Manager
Education
City University of New York City College 2006 — 2008
Master’s Degree
Blue Cross Blue Shield of Michigan September 2013 - Present
ePeople Technologies October 2008 - Present
USAA February 2010 - September 2013
Skills
IVR, ICM, CVP, SQL, Verint, Exony Reporting, Cisco Agent Desktops, Agile Methodologies, XML, Web Services, Java, Cisco Call Manager
Education
City University of New York City College 2006 — 2008
Master’s Degree
Ted Somal's USAA Experience August 2009 - Present
Job Software Integrator and Developer at USAA
Industry Financial Services
Experience
USAA August 2009 - Present
USAA April 2008 - August 2009
USAA January 2006 - April 2008
Modis November 2003 - January 2006
CSC January 2003 - November 2003
Triple I October 2000 - January 2003
Promark alliance November 1998 - September 2000
Netron Inc. April 1997 - November 1998
Avnet Technology Solutions January 1996 - November 1996
EDS Group June 1992 - January 1996
Skills
SDLC, SQL, Software Development, ITIL, DB2, z/OS, IBM Mainframe, COBOL, Databases, Requirements Analysis, Solution Architecture, Mainframe, SharePoint, Testing, CICS, VSAM, IMS DB/DC, Easytrieve, Systems Analysis, Data Modeling, Process Improvement, Requirements Gathering, Performance Tuning, Visio, Database Design, JCL, Agile Methodologies, Business Analysis, TSO, Disaster Recovery, IT Service Management, Integration, Analysis
Education
City University (GB) 1990 — 1991
PGrdDp, Business Systems Analysis & Design
Queen Mary, U. of London 1987 — 1990
BEng, Computer Engineering
USAA August 2009 - Present
USAA April 2008 - August 2009
USAA January 2006 - April 2008
Modis November 2003 - January 2006
CSC January 2003 - November 2003
Triple I October 2000 - January 2003
Promark alliance November 1998 - September 2000
Netron Inc. April 1997 - November 1998
Avnet Technology Solutions January 1996 - November 1996
EDS Group June 1992 - January 1996
Skills
SDLC, SQL, Software Development, ITIL, DB2, z/OS, IBM Mainframe, COBOL, Databases, Requirements Analysis, Solution Architecture, Mainframe, SharePoint, Testing, CICS, VSAM, IMS DB/DC, Easytrieve, Systems Analysis, Data Modeling, Process Improvement, Requirements Gathering, Performance Tuning, Visio, Database Design, JCL, Agile Methodologies, Business Analysis, TSO, Disaster Recovery, IT Service Management, Integration, Analysis
Education
City University (GB) 1990 — 1991
PGrdDp, Business Systems Analysis & Design
Queen Mary, U. of London 1987 — 1990
BEng, Computer Engineering
Greg Hayden's USAA Experience February 2001 - Present
Job Sr Network Engineer at USAA
Industry Information Technology and Services
Experience
USAA February 2001 - Present
Cleardata Communications April 2000 - December 2000
USAA June 1989 - April 2000
Skills
Call Center, VoIP, SIP, Telepresence, Telecommunications, Switches, Cisco, Avaya, Unified Communications, Telephony, Networking, Routers, Cisco Technologies, Cisco Call Manager, LAN-WAN, Data Center, Cisco IOS, TCP/IP, Troubleshooting, IP, Disaster Recovery, Voice Mail, Vendor Management, MPLS, Routing, Avaya Communication..., IVR, CCNA, Call Centers, Cisco Routers, Network Architecture, ITIL, Network Engineering, Network Design
Education
City University of Seattle 1992 — 1994
Telecommunications
Shoreline Community College 1990 — 1990
Telecommunication Managment
Monterey Peninsula College 1986 — 1988
Associates, Electronical Enginnering
San Antonio College 1983 — 1985
Electronical Enginnering
Texas A&M University 1981 — 1983
Electronical Enginnering
USAA February 2001 - Present
Cleardata Communications April 2000 - December 2000
USAA June 1989 - April 2000
Skills
Call Center, VoIP, SIP, Telepresence, Telecommunications, Switches, Cisco, Avaya, Unified Communications, Telephony, Networking, Routers, Cisco Technologies, Cisco Call Manager, LAN-WAN, Data Center, Cisco IOS, TCP/IP, Troubleshooting, IP, Disaster Recovery, Voice Mail, Vendor Management, MPLS, Routing, Avaya Communication..., IVR, CCNA, Call Centers, Cisco Routers, Network Architecture, ITIL, Network Engineering, Network Design
Education
City University of Seattle 1992 — 1994
Telecommunications
Shoreline Community College 1990 — 1990
Telecommunication Managment
Monterey Peninsula College 1986 — 1988
Associates, Electronical Enginnering
San Antonio College 1983 — 1985
Electronical Enginnering
Texas A&M University 1981 — 1983
Electronical Enginnering
Alfredo F Arroyo's USAA Experience April 2014 - Present
Job AML Analyst (Contractor)
Industry Banking
Experience
USAA April 2014 - Present
JPMorgan Chase August 2013 - April 2014
JPMorgan Chase July 2012 - August 2013
JPMorgan Chase July 2011 - July 2012
Finish Line June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Microsoft Office, Banking, Cash Management, Outlook, Financial Analysis, Credit, Customer Service, Accounting, Financial Reporting, Deposits, Account Reconciliation, Financial Statements, Cash, Process Improvement
Education
University of Phoenix 2015 — 2016
Master's degree, Criminal Justice and Securities, A
Christian Brothers University 2006 — 2011
Bachelor of Science (BS), Accounting
USAA April 2014 - Present
JPMorgan Chase August 2013 - April 2014
JPMorgan Chase July 2012 - August 2013
JPMorgan Chase July 2011 - July 2012
Finish Line June 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Access, Microsoft Office, Banking, Cash Management, Outlook, Financial Analysis, Credit, Customer Service, Accounting, Financial Reporting, Deposits, Account Reconciliation, Financial Statements, Cash, Process Improvement
Education
University of Phoenix 2015 — 2016
Master's degree, Criminal Justice and Securities, A
Christian Brothers University 2006 — 2011
Bachelor of Science (BS), Accounting
Joshua Cudney's USAA Experience April 2011 - Present
Job Auto Claims Adjuster
Industry Insurance
Experience
USAA April 2011 - Present
Education
Western International University 2010 — 2012
Master of Business Administration (MBA), Marketing, 3.875
Coastal Carolina University 2004 — 2009
Bachelor of Science (B.S.), Business Administration
USAA April 2011 - Present
Education
Western International University 2010 — 2012
Master of Business Administration (MBA), Marketing, 3.875
Coastal Carolina University 2004 — 2009
Bachelor of Science (B.S.), Business Administration
Jo Archer's USAA Experience June 2009 - February 2011
Job Human Resources at Genesis Concepts & Consultants
Industry Human Resources
Experience
Genesis Concepts & Consultants April 2013 - Present
Decypher April 2012 - April 2013
Alamo City Information Systems February 2011 - April 2012
USAA June 2009 - February 2011
Cintas April 2007 - April 2009
United States Marine Corps May 2002 - May 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Editing, Negotiation, Time Management, Management, Leadership, Project Management, Access, Program Management, Team Building, Training, Project Planning, Account Management, Team Leadership, Marketing Strategy, Public Relations, Government, Security Clearance
Education
University of the Incarnate Word 2015 — 2017
Master of Business Administration (M.B.A.)
University of the Incarnate Word 2013 — 2014
Bachelor of Arts (B.A.), Human Resources Management and Services, 3.85
Coastal Carolina Community College 2004 — 2006
Accounting and Business/Management, 4.0
Genesis Concepts & Consultants April 2013 - Present
Decypher April 2012 - April 2013
Alamo City Information Systems February 2011 - April 2012
USAA June 2009 - February 2011
Cintas April 2007 - April 2009
United States Marine Corps May 2002 - May 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Editing, Negotiation, Time Management, Management, Leadership, Project Management, Access, Program Management, Team Building, Training, Project Planning, Account Management, Team Leadership, Marketing Strategy, Public Relations, Government, Security Clearance
Education
University of the Incarnate Word 2015 — 2017
Master of Business Administration (M.B.A.)
University of the Incarnate Word 2013 — 2014
Bachelor of Arts (B.A.), Human Resources Management and Services, 3.85
Coastal Carolina Community College 2004 — 2006
Accounting and Business/Management, 4.0
Aaron Kerner's USAA Experience October 2012 - Present
Job Property Field Adjuster
Industry Insurance
Experience
USAA October 2012 - Present
Ski Company October 2000 - Present
Stoney Creek Bike & Fitness 1999 - Present
Crawford & Company June 2008 - October 2012
Education
College for Creative Studies 2005 — 2007
BA, Animation & Digital Media
Macomb Community College 2000 — 2005
USAA October 2012 - Present
Ski Company October 2000 - Present
Stoney Creek Bike & Fitness 1999 - Present
Crawford & Company June 2008 - October 2012
Education
College for Creative Studies 2005 — 2007
BA, Animation & Digital Media
Macomb Community College 2000 — 2005
Josephine Martino's USAA Experience May 1987 - August 2008
Job auditor at classic collision center
Industry Automotive
Experience
classic collision center October 2009 - Present
Independant January 1984 - Present
Josephine Martino February 2009 - 2012
USAA May 1987 - August 2008
USAA Insurance May 1987 - August 2007
AAA Insurance January 1981 - January 1984
Skills
Financial Analysis, Investments, Risk Management, Underwriting, Strategic Financial..., Financial Modeling, Accounting, Finance, Loss Mitigation, Valuation, Banking, Credit, Auditing, Asset Managment, Negotiation, Asset Management
Education
Brooklyn College 1969 — 1971
Associate of Arts (AA)
erasmus hall 1964 — 1968
classic collision center October 2009 - Present
Independant January 1984 - Present
Josephine Martino February 2009 - 2012
USAA May 1987 - August 2008
USAA Insurance May 1987 - August 2007
AAA Insurance January 1981 - January 1984
Skills
Financial Analysis, Investments, Risk Management, Underwriting, Strategic Financial..., Financial Modeling, Accounting, Finance, Loss Mitigation, Valuation, Banking, Credit, Auditing, Asset Managment, Negotiation, Asset Management
Education
Brooklyn College 1969 — 1971
Associate of Arts (AA)
erasmus hall 1964 — 1968
EDWARD MOUCHA's USAA Experience February 2009 - June 2012
Job Financial Services Professional
Industry Financial Services
Experience
USAA February 2009 - June 2012
FORT HOOD NATIONAL BANK April 2005 - November 2008
Fort Hood National Bank April 2005 - November 2008
OLIVE GARDEN RESTAURANT July 2002 - April 2005
Olive Garden July 2002 - April 2005
Sears, Roebuck and Co. September 2001 - June 2002
Sears Roebuck and Co September 2001 - June 2002
Military Sales and Service August 2000 - June 2001
US Army July 1996 - July 2000
United States Army, XVIII Airborne Corps July 1996 - July 2000
Education
First Community Bancshares, Inc: FCBI Banking Basic
Fayetteville Technical Community College, Fayetteville, NC 1999 — 2001
Associates Degree in Applied Science (AAS) / Diploma in Electrical / Electronic Technology, General Studies
Cheonggang Academy
Diploma, Electrical / Electronic Technology
Fayetteville Technical Community College
Associates Degree; AAS, Applied Science; General Studies
USAA February 2009 - June 2012
FORT HOOD NATIONAL BANK April 2005 - November 2008
Fort Hood National Bank April 2005 - November 2008
OLIVE GARDEN RESTAURANT July 2002 - April 2005
Olive Garden July 2002 - April 2005
Sears, Roebuck and Co. September 2001 - June 2002
Sears Roebuck and Co September 2001 - June 2002
Military Sales and Service August 2000 - June 2001
US Army July 1996 - July 2000
United States Army, XVIII Airborne Corps July 1996 - July 2000
Education
First Community Bancshares, Inc: FCBI Banking Basic
Fayetteville Technical Community College, Fayetteville, NC 1999 — 2001
Associates Degree in Applied Science (AAS) / Diploma in Electrical / Electronic Technology, General Studies
Cheonggang Academy
Diploma, Electrical / Electronic Technology
Fayetteville Technical Community College
Associates Degree; AAS, Applied Science; General Studies
John Pearl's USAA Experience March 1991 - December 1999
Job Retired at US Navy
Industry Military
Experience
US Navy August 1990 - Present
USAA March 1991 - December 1999
Skills
Mediation
Education
City University of Seattle 1980 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Troy University, Pensacola, FL 1986 — 1988
Master of Science (MS), Personnel Counseling
US Navy August 1990 - Present
USAA March 1991 - December 1999
Skills
Mediation
Education
City University of Seattle 1980 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Troy University, Pensacola, FL 1986 — 1988
Master of Science (MS), Personnel Counseling
Dante Frazier's USAA Experience December 2013 - Present
Job Financial Foundations Senior Specialist at USAA
Industry Insurance
Experience
USAA December 2013 - Present
GEICO October 2011 - November 2013
CarMax December 2006 - June 2011
Intuit August 2005 - March 2007
Collegiate Funding Services August 2001 - August 2005
Education
American Council on Exercise 2013 — 2013
Personal Trainer Certification
City University of New York-John Jay College of Criminal Justice 1997 — 2001
Bachelor of Applied Science (BASc), Legal Studies, General
USAA December 2013 - Present
GEICO October 2011 - November 2013
CarMax December 2006 - June 2011
Intuit August 2005 - March 2007
Collegiate Funding Services August 2001 - August 2005
Education
American Council on Exercise 2013 — 2013
Personal Trainer Certification
City University of New York-John Jay College of Criminal Justice 1997 — 2001
Bachelor of Applied Science (BASc), Legal Studies, General
Lindy Bryant's USAA Experience February 2003 - September 2009
Job Senior Compliance Specialist at Armed Forces Insurance
Industry Insurance
Experience
Armed Forces Insurance May 2010 - Present
USAA February 2003 - September 2009
Education
Thomas Nelson Community College 2000 — 2002
Associate's Degree, Computer Graphics
Christopher Newport University 1993 — 1997
Bachelor's Degree, Fine/Studio Arts, General
Armed Forces Insurance May 2010 - Present
USAA February 2003 - September 2009
Education
Thomas Nelson Community College 2000 — 2002
Associate's Degree, Computer Graphics
Christopher Newport University 1993 — 1997
Bachelor's Degree, Fine/Studio Arts, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
Charles Schwab
Ameriprise Financial Services, Inc.
Citibank