Western & Southern Financial Group
Industry: Insurance company
DescriptionWestern & Southern Financial Group, also commonly referred to as Western & Southern, is a Cincinnati, Ohio-based diversified family of financial services companies with assets owned and managed in excess of $67.5 billion as of March 2017. As of 2018, it held a "AA- Very Strong" rating from Standard & Poor's. Headquarters: Cincinnati, Ohio, United States CEO: John F. Barrett Revenue: 856 million USD (2017) Number of employees: 2,226 (2017) Subsidiaries: The Western and Southern Life Insurance Company, Parent organization: Western & Southern Mutual Holding Company, Inc.
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Western & Southern Financial Group Employees
U.S. Department of Veterans Affairs 2014 - Present
Graduate Student March 2013 - September 2013
Central Michigan University August 2011 - May 2012
Northwestern Mutual July 2003 - July 2011
EQ-The Environmental Quality Company December 2005 - September 2006
Western & Southern Financial Group December 2000 - July 2003
Soaring Eagle Casino & Resort February 1997 - December 2000
US Naval Submarine Force June 1988 - June 1996
Skills
Electronics, Technical Analysis, Environmental Policy, Environmental Issues, Environmental Compliance, Risk Management, Sales Management, Program Management, Account Management, Event Management, Groundwater Remediation, Oil&Gas, RCRA, TSCA, Computer Repair, Logistics, Recreation Planning, Environmental Science, Research, Supervisory Skills, Risk Assessment, Troubleshooting, Business Strategy, Data Analysis, Quality Assurance, Operations Management, Emergency Management, Water, Compliance, Policy, Microsoft Office, Team Leadership, Training, Management, Leadership, Time Management, Human Resources, Process Improvement, Access, Security Clearance, Environmental Awareness, Team Building, Analysis, Employee Training, Budgets, Recovery Coaching, Leadership Development, Project Planning, Employee Benefits, Networking
Education
American Public University System 2013 — 2013
Graduate Certificate, Fish Wildlife Management, 3.85
United States Environmental Protection Agency 2013 — 2013
Watershed Academy Web Certificate, Assessment and Watershed Protection Division
United States Environmental Protection Agency 2013 — 2013
Water Quality Standards 101, Water Quality Standards Academy
Central Michigan University 2005 — 2012
Bachelors, Environmental Studies, Law/Policy, 3.74 Core Classes 2.86 Overall
Central Michigan University 1995 — 2000
Bachelors, Commercial Recreation
US Navy
Electrical, Electronic and Communications Engineering Technology/Technician
Hill-Rom June 2014 - Present
Hill-Rom April 2013 - May 2014
MissingLink Insights LLC September 2009 - April 2013
CR Bard January 2006 - October 2009
Western & Southern Financial Group February 2004 - December 2005
Forethought Financial Services December 2000 - February 2004
Hillenbrand Funeral Services Group October 1996 - December 2000
Skills
Marketing / brand..., Corporate strategy /..., Market research /..., Financial modeling /..., Innovation strategy /..., Strategic acquisition /..., Investment..., Coaching / team building, Internal / external..., Client / supplier..., Upstream / downstream..., Strategic Planning, Product Development, Marketing Strategy, Market Research, Business Strategy, Financial Modeling, Competitive Intelligence, Analysis, New Business Development, Market Analysis, Competitive Analysis, Management Consulting, Marketing Communications, Public Speaking, Business Planning, Marketing Management, Strategy Development, Product Management, Cross-functional Team..., Social Media, Brand Development, Online Marketing, Start-ups, Change Management, Portfolio Management, Forecasting, Financial Analysis, Strategy, Advertising, Leadership, CRM, Mergers & Acquisitions, Entrepreneurship, Management, Segmentation, Business Development, Marketing, Sales, Marketing Research
Education
Alfred University 1995 — 1996
MBA, Marketing
Alfred University 1990 — 1994
BS, Business Administration
The Albany Academy
Western & Southern Financial Group October 2011 - Present
Sprint Nextel August 2009 - September 2011
Skills
Term Life Insurance, Life Insurance, Fixed Annuities, Annuity Sales, Sales Process, Cold Calling, Management, Sales
Education
Southern Illinois University, Carbondale 2007 — 2010
Business Administration and Management, General
Black Hawk College 2004 — 2006
Associate's degree, Liberal Arts and Sciences/Liberal Studies
Speedway LLC May 2015 - Present
Speedway LLC May 2014 - Present
Western & Southern Financial Group January 2014 - May 2014
BGSU Department of Recreation and Wellness January 2013 - May 2014
PRSSA January 2013 - May 2014
Shared Lives Studio September 2013 - December 2013
Marco's Franchising, LLC May 2013 - August 2013
WDTN-TV May 2012 - August 2012
Skills
Adobe Creative Suite, Microsoft Office, Final Cut Pro, iMovie, Social Media, Multimedia, Social Networking, Facebook, Photoshop, Press Releases, WordPress, Twitter, Pinterest, Communication, InDesign, Community Service, Marketing, Storytelling, AP Style
Education
Bowling Green State University 2010 — 2014
Triplefin LLC April 2011 - Present
Western & Southern Financial Group June 2010 - April 2011
IMS Health 2004 - 2010
Takeda Pharmaceuticals 2002 - 2004
Takeda Pharmaceuticals 1999 - 2002
DEPUY ORTHOPEDICS, A JOHNSON & JOHNSON COMPANY 1997 - 1999
Skills
Pharmaceutical Industry, Managed Care, Sales Effectiveness, Cross-functional Team..., Healthcare, Pharmaceutical Sales, Strategic Planning, Account Management, Diabetes, New Business Development, Sales Management, Market Research, Market Analysis, Strategy, Business Development, Leadership, Sales Operations, Sales, Selling
Education
Albany Medical College 2007 — 2009
Masters of Science, Bioethics
Pennsylvania State University, Pennsylvania
Bachelor of Arts, Political Science
Xavier University 2014 — 2014
Certificate, Six Sigma Black Belt
George Washington University, Washington 2006 — 2008
C. MastersCertificate, Project Management 2008
AnnuityCo LLC February 2012 - Present
Comprehensive Solutions & Consultants February 2012 - Present
ANNUCO February 2012 - Present
Western & Southern Financial Group March 2010 - February 2012
Penn Mutual March 2002 - February 2010
Econ, Adv Sales & General Management September 1990 - April 2002
US Army May 1982 - September 1990
Skills
Fixed Annuities, Insurance, Retirement Planning, Variable Annuities, Risk Management, Annuity Sales, Indexed Annuities, Annuity Product Design, IMO, Consulting, Independent Marketing..., Case Design, General Management, SPIA, Social Media, Economics, Econometrics, Applied Mathematics, Statistical Modeling, Annuity Product..., Charitable Gift Planning, Charitable Remainder..., Charitable Gift..., Single Premium..., Income for Life, Annuity Living Benefits, Enhanced Death Benefits, CD Alternatives, Financial Markets, Tax, Sales Management, Guaranteed Lifetime..., Annuity Brokerage, Insurance Brokerage, Financial Advisor..., 401k, IRAs, Mutual Funds, Retirement, Estate Planning, Financial Advisory, Employee Benefits, Life Insurance, 401k Rollovers, Series 6, Series 63, Long Term Care Insurance, Strategic Financial..., ETFs, Whole Life
Education
UT Dallas 2010 — 2011
PhD Candidate, Economics & Public Policy
Boston University 1987 — 1989
Master of Arts (MA), International Relations and Economics
University of the State of New York 1985 — 1986
Bachelor of Science (BS), Business & Government
Providence College 1978 — 1982
Western Civ & Liberal Arts, Army ROTC, Military Science and Operations
Pacific Life August 2013 - Present
BBVA Compass October 2009 - April 2013
Western & Southern Financial Group October 2008 - October 2009
Ziegler 2007 - 2008
Allstate Financial 2004 - 2007
JPMorgan Chase 2000 - 2004
Van Kampen Funds 1997 - 2000
Education
Benedictine University 1999 — 2001
University of Houston, C.T. Bauer College of Business 1990 — 1994
Finance
IPD January 2011 - May 2012
Western & Southern Financial Group July 2010 - December 2010
Public Library of Cincinnati and Hamilton County February 2006 - June 2010
University of Cincinnati 2008 - 2008
Education
University of Cincinnati College of Business 2006 — 2010
BBA, Finance, Entrepreneurship, Business French
Audencia Nantes Ecole de Management
Verizon Wireless December 2012 - Present
Verizon Wireless October 2007 - December 2012
AT&T Mobility March 2002 - July 2007
Western & Southern Financial Group January 2000 - March 2002
Skills
Wireless, Data, Routers, Backup, Cold Calling, Solution Selling, Sales Process, M2M, Customer Retention, B2B, Unified Communications, Sales Operations, 4G, Cellular Communications, Quotas, Sales, Mobile Devices, LTE, New Business Development, Product Management, Team Leadership, Management, Mobile Technology, Cloud Computing, Employee Training, Technical Support, Call Center, Retail, Team Building, Leadership, Project Management, Telecommunications, Customer Satisfaction, Direct Sales, Networking, Business Strategy, Coaching, Wireless Broadband, Customer Experience, Managed Services, CDMA, Mobile Communications, IP, Smartphones, EVDO, Business Development, Blackberry, Mobile Device Management, 3G, GSM
Education
Bellevue University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Marshall University 1993 — 1997
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Freddie Dancy January 2013 - Present
Western & Southern Life January 2012 - January 2013
DisAbility Connection October 2010 - 2013
Board of Director, Jackson County Chamber 2008 - 2013
State Ambassador January 2004 - 2013
Insurance 2004 - 2013
Jackson County Chamber of Commerce 2003 - 2013
Aflac January 2004 - January 2012
Western & Southern Financial Group 2012 - 2012
Michigan Ambassadors 2003 - 2012
Skills
Employee Benefits, Insurance, Disability Insurance, Term Life Insurance, Customer Relations, Critical Illness, Whole Life, Business Networking, Sales, Living Benefits, Income Protection, Dental Insurance, Vision Insurance, Life Insurance, Cancer Insurance, Long-term Care, Fixed Annuities, Long Term Care Insurance
Education
2004 Baker College 2003 — 2004
BACHELORS, BUSINESS LEADERSHIP2002
Baker College Business and Corporate Services 2003 — 2004
BBL, Business Leadership
Central Texas College 1993 — 1995
ASSOCIATES, GENERAL STUDIES
Self Employed January 2004 - Present
Western & Southern Financial Group March 1999 - November 2003
Antonelli College August 1996 - May 1998
Skills
Interior Design, Exterior, Architecture, AutoCAD, Teaching, Residential, commercial design, 20 years experience, landscape design, Residential Homes
Education
Antonelli College-Cincinnati 1990 — 1993
Art Academy of Cincinnati 1988 — 1990
Design and Applied Arts
Biomet July 2014 - Present
Biomet June 2013 - July 2014
Goshert Insurance LLC January 2012 - June 2013
Mary Kay Inc. January 2012 - February 2013
New York Life Insurance Company August 2011 - January 2012
Western & Southern Financial Group April 2011 - July 2011
Culver's of Warsaw September 2010 - May 2011
Mary Kay Cosmetics 2010 - 2011
State Farm May 2008 - November 2009
Supreme Corporation January 2007 - February 2008
Skills
Sales, Microsoft Office, Typing, Computer Proficiency, Communication Skills, Multi-line Phone, Customer Service, Customer Support, Collaborative Problem..., Creative Solutions, Interpersonal..., Editing, PowerPoint, AS400 system, Outlook Express, Retail Sales, Work Well Independently, Teamwork, Cash Management, Insurance, Life Insurance, Property, Management, Health Insurance, Training, Cold Calling, Coaching, Team Leadership, Microsoft Word, Outlook, Time Management, Microsoft Excel, Team Building, Homeowners, General Insurance, Term Life Insurance, Umbrella Insurance, Commercial Insurance, Casualty
Education
University of Phoenix 2003 — 2005
Master of Arts, Organizational Management
Ball State University 1994 — 1999
Bachelor, General Studies w/minors in SPAA & Interpersonal Relations
Wawasee High School 1986 — 1990
StreamLink Software July 2015 - Present
Western & Southern Life October 2012 - Present
Western & Southern Financial Group February 2014 - January 2015
Akron Aeros May 2012 - August 2012
McDonald's Corporation January 2009 - May 2012
Student Painters February 2007 - September 2007
Skills
Life Insurance, Insurance, Retirement Planning, Health Insurance, Event Planning, Marketing, Customer Service, Coaching, Building Relationships, Fixed Annuities, Term Life Insurance, Whole Life
Education
Bowling Green State University 2007 — 2012
Science and Education, Sports Management
old fort high school
Royal Credit Union - RCU August 2014 - Present
Royal Credit Union - RCU February 2014 - Present
Associated Bank October 2012 - May 2013
Western & Southern Financial Group April 2005 - September 2012
TCF Bank August 1995 - April 2005
Skills
Fixed Annuities, Series 63, Mutual Funds, Series 7, Life Insurance, Series 6, Investments, Insurance, Variable Annuities, Wealth Management, Investment Strategies, Retirement, Financial Advisory, IRAs, Banking, Financial Services, FINRA, Finance, 401k, Series 24, Term Life Insurance, Securities, Long-term Care, Estate Planning, Portfolio Management, Retirement Planning, Strategic Financial..., Asset Allocation, Investment Advisory, Series 65
Education
Kaplan 1998 — 2014
Finra 6, 63, 65, 24, 51, Investments and Securities
College for Financial Planning 2010 — 2010
CRPC, Retirement Planning
Anoka Ramsey Community College 1996 — 1997
accesso November 2014 - Present
Western & Southern Financial Group May 2014 - October 2014
Wells Fargo June 2010 - May 2014
PRC, LLC October 2007 - June 2010
HealthFair May 2007 - September 2007
YMCA of Central Florida November 2004 - April 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Microsoft Publisher, Pagemaker, QuarkXPress, Illustrator, Management, Budgets, Sales Operations, Customer Service, Sales, Marketing, Event Planning, Banking, Finance, Insurance
Education
Bethune-Cookman University 2000 — 2004
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Tint/Solar Works January 2014 - Present
Clean Streak Inc. July 2008 - March 2014
Western & Southern Financial Group 2012 - 2013
Plasma Biologicals Inc. September 2006 - March 2008
Skills
Training, Leadership, Window Treatments, Inventory Management, Window Film, Strategic Planning, Payroll, Microsoft Office, Customer Service, Recruiting, Microsoft Excel, Environmental Awareness, Proposal Writing, QuickBooks, Bid Preparation, Carpet Cleaning, Spreadsheets, Floor Cleaning, Industrial Cleaning, Office Management, Problem Solving, Licensed Life & Health..., Accounts Payable, Accounts Receivable, PowerPoint, Appointment Scheduling, Budgets, Team Building
Education
North Buncombe High School 2001 — 2005
High School diploma, Business Administration and Management, General
Asheville-Buncombe Technical Community College
Psychology
Western & Southern Financial Group December 2012 - Present
Multiband August 2007 - November 2012
SouthStar Funding September 2003 - January 2007
Education
Bowling Green State University 1986 — 1990
Bachelor of Arts, Film Studies
Ohio Center for Broadcasting-Valley View 1996 — 1996
Certificate, Radio and Television Broadcasting Technology/Technician
Finish Line February 2014 - Present
OneAmerica Financial Partners Inc. January 2013 - September 2013
FirstService Residential Georgia & Tennessee June 2012 - January 2013
Western & Southern Financial Group May 2012 - August 2012
Merrill Lynch January 2012 - May 2012
Georgia Gwinnett College August 2010 - July 2011
Skills
Investments, Retirement Planning, Financial Analysis, Financial Reporting, Financial Modeling, Technical Support, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Salesforce.com, Morningstar, Morningstar Direct, SPSS, Client Development, Manage Client..., Customer Service, Customer Support
Education
Boston University 2013 — 2016
Master of Science (MS), Banking and Finance Management
Georgia Gwinnett College 2010 — 2012
Bachelor of Arts (BA), Interdisciplinary Studies - History of Business, Science, and Technology, 3.88 GPA
The E.W. Scripps Company April 2013 - Present
Fidelity Investments March 2005 - March 2013
Western & Southern Financial Group 2004 - 2005
US Bank 2003 - 2004
Fidelity Investments 1992 - 2002
Self-Employed 1990 - 1993
Skills
Instructional Design, Leadership Development, Coaching, Relationship Management, Talent Management, Change Management, Succession Planning, Organizational..., Performance Management, Vendor Management, Process Improvement, Leadership, Needs Analysis, Training, Management, Program Management, Employee Engagement, Six Sigma, Onboarding, Strategic Planning, Team Building
Education
University of Phoenix 2001 — 2006
Master of Arts (M.A.), Organizational Management
Boston College 1986 — 1990
BA, Theatre, English, French
American Beacon Advisors 2010 - Present
Touchstone Investments 2007 - 2010
Fidelity Investments 2005 - 2007
Western & Southern Financial Group 2004 - 2005
Western & Southern Financial Group 2002 - 2004
The Penobscot Group, Inc. 1999 - 2000
State Street Global Advisors 1997 - 1999
State Street Global Advisors 1997 - 1997
Skills
Change Management, Fixed Annuities, Strategic Planning, Asset Managment, Competitive Analysis, Series 7, Portfolio Management, Mutual Funds, Financial Services, Product Management, Process Improvement, Investments, Business Development, Alternative Investments, Asset Allocation, Equities, Investment Management, Risk Management, Asset Management, Hedge Funds, Securities
Education
Boston University
BA, Economics
University of Notre Dame - Mendoza College of Business
MBA
Berthel Fisher & Company Financial Services, Inc. June 2015 - Present
Lehner Capital Management, LLC August 2011 - Present
VFG Securities, Inc. October 2011 - June 2015
Western & Southern Financial Group September 2010 - August 2011
Cambridge Investment Research February 2010 - August 2010
LPL Financial September 2000 - March 2010
Invest Financial September 1999 - September 2000
FSC Securities January 1996 - September 1999
Family Health Plan October 1994 - December 1995
John Hancock Life Insurance Company (U.S.A.) May 1990 - October 1994
Skills
Investments, Retirement Planning, Securities, Alternative Investments, Portfolio Management, Wealth Management, Finance, Financial Services, Investment Management, Mutual Funds, Investment Advisory, Investment Strategies, Personal Financial..., Series 24, Strategic Financial..., Series 6, Retirement, Financial Planning, Asset Management, Wealth Accumulation..., Alternative Investment..., Certified Financial..., Series 7, Series 65, Financial Advisory, Insurance, Estate Planning, Wealth, Series 63, Public Speaking
Education
Bowling Green State University 2001 — 2003
Certificate of Financial Planning, Financial Planning
University of Iowa 1984 — 1989
Economics, Business
Higher Education June 2009 - Present
Designs-by-Mary June 2009 - Present
Western & Southern Financial Group May 2007 - June 2009
Coverall Health-Based Cleaning System October 2006 - January 2007
SIFCO August 2000 - July 2005
Skills
Program Management, Higher Education, Customer Service, Jewelry designer and..., Healthcare management, Supervisory Management..., Sales, Insurance, Pharmacy Tech...
Education
Baldwin-Wallace College 2011 — 2013
MAE/LED, Education Leadership/Adult Education
Indiana Wesleyan University 2007 — 2009
MSM, Management
Indiana Wesleyan University 2005 — 2007
Bachelor of Science, Management
ThyssenKrupp Bilstein of America, Inc. July 2014 - Present
Divisions Maintenance Group November 2010 - June 2014
Western & Southern Financial Group May 2000 - December 2010
CPC International/Corn Products International March 1986 - May 2000
Macy's 1981 - 1985
Skills
Employee Relations, Compensation, Hiring, HRIS, Policy, Performance Management, Organizational..., Coaching, Talent Acquisition, Succession Planning, Deferred Compensation, Recruiting, Human Resources, Talent Management, Leadership Development, Benefits Administration, Personnel Management, Training, Payroll, Employee Engagement, Onboarding, Applicant Tracking..., Employee Benefits, College Recruiting, Workforce Planning, Labor Relations, New Hire Orientations, Interviews, FMLA, Temporary Placement, HR Policies
Education
Baldwin Wallace University
Bachelor of Arts, Psychology
Western & Southern Financial Group May 2013 - Present
EMH&T April 2011 - May 2013
ESM October 2006 - April 2011
Skills
Access, Active Directory, Cross-functional Team..., Customer Service, Management, Microsoft Excel, Microsoft Exchange, Microsoft Office, Microsoft SQL Server, Process Improvement, System Administration, TCP/IP, Team Building, Teamwork, Technical Support, Visio, Windows, Windows 7
Education
Alfred State College - SUNY College of Technology 1992 — 1995
AAS, Electro-Mech Engineering
Mexichem Specialty Resins Inc March 2015 - Present
Northcoast Research August 2011 - February 2015
Western & Southern Financial Group May 2011 - August 2011
Auditor of State - Ohio May 2010 - August 2010
Skills
Equity Research, Equity Valuation, Financial Modeling, Valuation, Financial Analysis, Equities, Investments, Series 7, Series 63, Portfolio Management, Corporate Finance, Financial Markets
Education
Ashland University 2007 — 2011
Bachelors of Science in Business Administration, Accounting, Finance
Frank Callen Boys & Girls Club of Savannah, GA 2015 - Present
Brooks Advisors LLC March 2013 - Present
ClemCorp February 2013 - Present
J. S. Brooks Agency June 2012 - Present
Battles and Associates April 2011 - May 2012
Western & Southern Financial Group 2010 - 2011
Western & Southern Financial Group 2008 - 2010
Delphi Automotive 1969 - 2006
Skills
Insurance, Sales, Leadership, Team Building, Sales Process, Risk Management, Sales Management, Six Sigma, New Business Development, Negotiation, Sales Operations, Strategic Planning, Retirement Planning, Coaching, Management Consulting, Employee Benefits, Program Management, Leadership Development, Training, Small Business, Management, Finance, Disability Insurance, Wealth Management, Business Planning, Strategic Financial..., Process Improvement
Education
Anderson University 1993 — 1996
MBA
Indiana Wesleyan University 1990 — 1992
BS, Business Management
ITT Technical Institute-Indianapolis 1969 — 1971
Associate's degree, Electrical/Electronics Engineering Technology
Paul Mitchell Schools December 2014 - Present
Encore Payment Systems May 2014 - January 2015
CREATIVE IMAGE TECHNOLOGIES June 2013 - May 2014
Brensten Education August 2010 - May 2013
TechSkills August 2009 - August 2010
New Horizons Computer Learning Centers 2006 - August 2009
Western & Southern Financial Group May 2005 - October 2006
Western & Southern Financial Group 2005 - 2005
Fortis 1986 - 1992
Skills
Team Building, Leadership Development, Training, Networking, Sales, Sales Management, Strategic Planning, Project Management, Leadership, Marketing, Team Leadership, Account Management, Troubleshooting, Public Speaking, Customer Service, Coaching, Recruiting, Process Improvement, Staff Development, Business Development, Management, Resume Writing, New Business Development, Interviews, Program Management, Customer Satisfaction, Microsoft Office, Cold Calling, Access, System Administration, Time Management, Human Resources, Employee Training, Employee Relations
Education
Western Governors University 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
Ball State University
BS, Business Finance and Management
Western & Southern Financial Group December 2014 - Present
MankasConnect Global September 2013 - December 2014
Levin Furniture August 2005 - February 2014
Skills
Customer Service, Merchandising, Retail, Inventory Management, Customer Satisfaction, Sales, Inventory Control, PowerPoint, Sales Management, Microsoft Word, Microsoft Office, Microsoft Excel, Team Building, Advertising, New Business Development, Forecasting, Key Account Management, InDesign, Adobe Creative Suite, Adobe Acrobat, Public Speaking, Leadership, Management, Marketing, Entrepreneurship
Education
Bowling Green State University 1989 — 1994
Bachelor's degree
Western & Southern Financial Group October 2006 - Present
Skills
Term Life Insurance, Long Term Care Insurance, Qualified Retirement..., Retirement Plan..., Whole Life, Recruiting, Multi-generational..., small business benefits, Higher education funding, Retirement
Education
Bowling Green State University
Norwalk Senior High School
Salesforce February 2015 - Present
salesforce.com May 2014 - January 2015
American Funds July 2006 - May 2014
American Funds October 2011 - December 2013
Western & Southern Financial Group August 2004 - July 2006
Skills
Salesforce.com, Sales, Salesforce.com..., Microsoft Word, Microsoft Office, Microsoft Excel, Presentations, Technical Training, Event Planning, Sales Support Tools, Research, ExactTarget, Marketing, Marketing Strategy, Customer Service, Leadership
Education
Ball State University 2000 — 2004
Bachelor of Science (BS), Journalism
Western & Southern Financial Group September 2014 - February 2015
Massey Toyota-Scion April 2006 - June 2013
Kinston Nissan September 2005 - April 2006
Brown and Wood Automotive October 2003 - December 2004
SmithKline Bio Science Laboratories September 1988 - October 1996
Skills
Customer Service, Automotive, Sales, Automobile, Sales Management, Account Management, Negotiation, Sales Operations, New Business Development, Vehicles, Customer Satisfaction, Sales Process, Marketing, B2B, Selling, Profit, Cold Calling
Education
Beaufort County Community College 1984 — 1990
Washington High School 1981 — 1984
DeMargot Photography, LLC October 2012 - Present
VRX Studios April 2014 - July 2015
Davidson Hotels & Resorts September 2009 - August 2012
Alexander Proudfoot August 2007 - February 2009
InterContinental Hotels Group January 2005 - August 2007
Marriott International 2002 - 2005
Western & Southern Financial Group October 2000 - June 2002
Skills
Management, Marketing, Sales, Team Building, Account Management, Hotels, Operations Management, Process Improvement, Marketing Strategy, Customer Service, Leadership, Business Planning, Hospitality, Social Media Marketing
Education
Allegheny College 1995 — 1999
Bachelor, International Studies, Spanish, Anthropology
Euclid High School
Bank of America March 2014 - Present
Bank of America December 2011 - September 2013
Bank of America September 2008 - December 2011
Bank of America April 2004 - September 2008
Bank of America July 2001 - April 2004
Western & Southern Financial Group May 1999 - July 2001
Western & Southern Financial Group May 1998 - May 1999
MetLife December 1996 - May 1998
Skills
Team Leadership, Strategic Leadership, multi state, Leadership Development, Strategic Communications, Influence Others, Sales Management, Sales Process, Finance, Financial Services, Sales, Management, Banking, Consumer Lending, Credit, Insurance, Leadership, Loans, Mortgage Lending, Relationship Management, Retail Banking, Risk Management
Education
University at Buffalo 2002 — 2004
Master of Business Administration (M.B.A.)
Allegheny College 1990 — 1994
Bachelor of Science (BS), Psychology
Hamburg Senior High
Kaiser Permanente September 2015 - Present
Kaiser Permanente January 2012 - September 2015
Stater Bros March 2010 - February 2012
Western & Southern Financial Group September 2006 - March 2010
Keane April 2001 - September 2006
Skills
Microsoft SQL Server, Visio, Oracle, T-SQL, PL/SQL, ASP.NET, VB.NET, C#, ETL, Visual Basic, JavaScript, VBA, XML, CSS, HTML, jQuery, WCF, SOAP, SQL, SSIS, Visual Studio, TFS, Integration, XSLT, SDLC, Eclipse, Databases, ASP, PHP, SharePoint, .NET, Database Design, Requirements Analysis, IIS, Data Warehousing, Web Services, Software Project..., Systems Analysis, Business Intelligence, Agile Project Management, ASP.NET MVC, Software Development, Enterprise Architecture, Unix, Requirements Gathering, Agile Methodologies, Scrum, HIPAA, HL7, Six Sigma
Education
Bowling Green State University 1997 — 1999
Master, Computer Science
University of Tehran 1990 — 1994
Bachelor, Business Administration
DeVry University & Keller Graduate School of Management September 2014 - Present
Bramson ORT College May 2009 - Present
OPMI Business School October 2012 - April 2013
Campus Education (Formerly CPLC Education Center) March 2010 - October 2011
National Financial Services (Fidelity Brokerage Company) September 2006 - December 2008
Merrill Lynch & Company, Inc. March 2006 - November 2006
Western & Southern Financial Group May 2005 - October 2005
Secure Investors Group, Inc. February 2004 - April 2005
The Ayco Company, L.P. (A Goldman Sachs Company) August 2001 - November 2003
Datek Online (iClearing LLC) September 1999 - March 2001
Skills
Finance, Financial Analysis, Internal Audit, Series 7, Mutual Funds, Financial Services, Securities, Investments, Trading, Accounting, Risk Management, Management, Account Reconciliation, Analysis, Business Development, Tax, Microsoft Excel, Employee Benefits, Economics
Education
New York Institute of Finance 1999 — 1999
Course, Customer Protection Rule - 15c3-3
New York Institute of Finance 1999 — 1999
Course, Uniform Net Capital Rule - 15c3-1
Saint John's University 1990 — 1996
MBA, Accounting
Baruch College, City University of New York (CUNY) 1979 — 1984
BBA, Finance
Western & Southern Financial Group November 2011 - July 2014
Western & Southern Life May 2010 - October 2011
Merrill Lynch November 2006 - December 2008
Bank One, NA June 1997 - December 2001
Bank One, Mansfield August 1988 - May 1995
Skills
Leadership, Small Business, Sales
Education
Ashland University 1984 — 1988
MBA, Executive Management
Miami University 1980 — 1981
Masters, Physical Education
Marietta College 1973 — 1977
Bachelor of Arts, Social Studies
Western & Southern Financial Group April 2012 - August 2015
Western & Southern Financial Group February 2000 - April 2012
Western & Southern Financial Group October 1997 - February 2000
Western & Southern Financial Group April 1995 - October 1997
Western & Southern Financial Group August 1994 - April 1995
Skills
Project Management, Product Development, Leadership, Process Improvement, Business Strategy, Budgets, Contract Negotiation, Enterprise Software, Finance, Vendor Management, Business Process..., Business Analysis, Cross-functional Team..., Risk Management, Insurance, Management, SDLC
Education
Bowling Green State University 1988 — 1992
Bachelor, Finance
Western & Southern Financial Group May 2013 - Present
Cincinnati Reds April 2010 - Present
University of Cincinnati August 2008 - Present
WesBanco April 2009 - 2013
National City Bank June 2005 - April 2009
Skills
Sales, Coaching, Training, Sales Management, Customer Service, Banking, Event Planning, Microsoft Office, Public Speaking, Time Management, Credit, Budgets, Higher Education
Education
Robert Morris University 2003 — 2004
Master's degree, Sport Management, 3.75
Bluffton University 1999 — 2003
Bachelor's degree, Sport Management, 3.1
Western & Southern Financial Group December 2014 - Present
Western & Southern Financial Group June 2014 - December 2014
Bowling Green State University January 1999 - July 2014
Mid Am National Bank October 1988 - February 1998
Education
Bowling Green State University 2005 — 2012
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Bowling Green State University 1999 — 2004
Bachelor of Science in Business Administration, Business Administration and Management, General
Ohio valley wine February 2014 - Present
Western & Southern Financial Group May 2013 - February 2014
Superior Hyundai February 2011 - February 2013
Skills
New Business Development, Sales Management, Sales, Cold Calling, Account Management, Customer Service, Sales Process, Sales Operations, Marketing, Selling, Customer Satisfaction, Team Building, Direct Sales, Negotiation, Outside Sales, Inventory Management, Sales Presentations, Strategic Planning, Customer Retention, Microsoft Office
Education
Bowling Green State University 2006 — 2010
Bachelor's degree
Western & Southern Financial Group June 2013 - Present
Skills
Retirement, Retirement Planning, Long-term Care, Leadership, Customer Service, Strategic Planning, Sales, Team Building, Insurance, Employee Benefits, Financial Services, Health Insurance, Marketing, Life Insurance, Social Networking, Nonprofits, Finance, Program Management, Small Business, Process Improvement, Coaching, Mortgage Lending, Fundraising
Education
Belmont Abbey College
Bachelor of Arts (B.A.), Business Administration and Management, General
West Roxbury High School 1976 — 1979
West Roxbury High School
Colorado Christian University 2013 — 2016
Master’s Degree, Organizational Leadership, 4.0
Porch August 2015 - Present
Randstad March 2015 - August 2015
Randstad July 2014 - August 2015
XPO Logistics, Inc. October 2013 - July 2014
Western & Southern Financial Group May 2013 - October 2013
Appalachian State University March 2010 - May 2013
CSIL (Center of Student Involvement and Leadership) at Appalachian State May 2012 - August 2012
Appalachian State University May 2012 - August 2012
Center of Student Involvement & Leadership May 2012 - August 2012
Appalachian State University January 2010 - August 2012
Skills
Leadership, Conflict Resolution, Building Relationships, Account Management, Sales, Critical Thinking, Psychology, Team Leadership, Organizational..., Situational Leadership, Software Documentation, Program Facilitation, Prospecting Skills, Thought Leadership, Educational Leadership, New Business Development, Business Development, Supply Chain Management, Inventory Management, Customer Service, Management, Time Management, Logistics Management, Logistics, Microsoft Office, Team Building, Operations Management, Supply Chain
Education
Appalachian State University 2009 — 2013
Bachelor's degree, Industrial and Organizational Psychology
Appalachian State University 2009 — 2013
Bachelor of Arts, Business Psychology; Japanese
Farm Bureau Insurance October 2011 - Present
Western & Southern Financial Group January 2011 - September 2011
Education
Albion College 1998 — 2002
Bachelors, Economics and Management
Actively seeking full time position November 2011 - Present
D.R.I.T November 2011 - Present
Combined Insurance November 2010 - September 2011
Western & Southern Financial Group June 2009 - September 2010
Skills
Insurance, Health Insurance, Disability Insurance, Long Term Care, Critical Illness, Cancer, Hospital Indemnity, Accident Insurance
Education
Bluffton University 2000 — 2002
Master of Arts, Organizational Management
SUNY Stony Brook
Bachelor of Arts, English
Blackburn Hollow Cattle Co. August 2012 - Present
Western & Southern Financial Group August 2013 - October 2013
United Audit Systems, Inc July 2008 - January 2011
Skills
Microsoft Excel, Access, Financial Analysis, Statistics, Microsoft Office, Corporate Finance, Microsoft Word, Public Speaking, Pivot Tables, SAS, Time Value of Money, Microsoft Applications, Decision Making..., MBA, DDM, DCF, PowerPoint, Time Management, Leadership, Data Analysis, Teamwork, Customer Service, Finance, Management, Project Management, Sales, Analysis, Social Media
Education
East Carolina University 2008 — 2012
MBA, Finance, 3.5
Appalachian State University 2003 — 2006
BA, History, Minor in Bus. Management
Wilkes Community College 2001 — 2003
Associate in Arts, Transfer to University
NetJets August 2007 - Present
US Air Force 1992 - Present
Apriva January 2012 - August 2015
Arizona State University 2010 - January 2012
Western & Southern Financial Group April 2007 - August 2007
Skills
Analysis, Financial Analysis, GAAP, Variance Analysis, Financial Reporting, Journal Entries, Cost Planning, Sage, Internal Audit, Aviation, Corporate FP&A, Budgets, ROI Management, Process Improvement, Security Clearance, Program Management, Auditing, Leadership, DoD, Mutual Funds, Finance, Military, Risk Management, Government, Aircraft, Strategic Planning, Microsoft Office, Team Leadership, Flights, Microsoft Excel, Command, Retirement Planning, Financial Services, Aerospace, TeamMate
Education
Northern Kentucky University 2005 — 2009
Master's, Accountancy
Embry-Riddle Aeronautical University 1998 — 1999
Master's, Aeronautical Science
Arizona State University 1987 — 1991
BS, Geography/Meteorology
Takeda Pharmaceuticals September 2014 - Present
Verizon Wireless August 2006 - March 2014
Western & Southern Financial Group February 2006 - August 2006
Best Buy May 2004 - November 2005
Lowe's Home Improvement September 2001 - March 2003
Findlay Family YMCA December 1996 - May 2002
Skills
Sales, Management, Retail, Sales Management, Direct Sales, Customer Service, Account Management, Microsoft Office, Social Media Marketing, New Business Development, Wireless, Public Relations, Training, Mentoring, Mobile Devices, Customer Retention, Marketing, Team Leadership, Customer Satisfaction, Sales Operations, Cold Calling, Leadership, Selling, Employee Training, Team Building, Merchandising, Coaching, Customer Experience, Sales Process, Time Management, Inventory Management, Telecommunications, Solution Selling, Hiring
Education
Bellevue University 2009 — 2012
Bachelor of Science, Professional Retail Sales Management
Owens Community College 2005 — 2008
Associate, Marketing And Sales: Retail Management
+ February 2015 - Present
Arizona Department of Transportation / Traffic Operations Center October 2011 - January 2015
Arizona Department of Transporation/ Enforcement April 2011 - October 2011
Crescent Crown Distributing March 2009 - March 2011
Talent Tree October 2008 - February 2009
Western & Southern Financial Group April 2008 - October 2008
First National Bank of Arizona March 2001 - March 2008
Wells Fargo June 2000 - March 2001
Chase Manhattan Corporation October 1999 - June 2000
Norwest Bank June 1998 - August 1999
Skills
Customer Service, Selling, Team Leadership, Banking, Team Building, Negotiation, Sales Management, New Business Development, Strategic Planning, Account Management, Budgets, Process Improvement, Management, Microsoft Office, Contract Negotiation, Salesforce.com, Project Management, House Trained, Baseball Score Keep, Sales, Leadership, Risk Management, Public Speaking, Outlook, Event Planning, Training, Microsoft Excel, Microsoft Word
Education
Arizona State University 1998 — 2005
Western & Southern Financial Group June 2015 - Present
Skills
Microsoft Word, Customer Service, Management, Microsoft Office, Microsoft Excel, Social Networking, Teamwork, Time Management
Education
Bowling Green State University 2012 — 2016
Finance, General
Western & Southern Financial Group May 2015 - Present
Merrill Edge January 2014 - April 2015
Charles Schwab October 2013 - January 2014
Insight August 2012 - October 2013
Skills
Marketing Communications, Advertising Sales, Sales Management, CRM, Direct Sales, New Business Development, Salesforce.com, Sales, Advertising, Marketing, Social Networking, Selling, Social Media Marketing, Cold Calling, Leadership
Education
Arizona State University 2007 — 2012
Bachelor of Interdisciplinary Studies, Business and Psychology
Madison High School
AutoZone May 2015 - Present
Weddings by John March 2005 - Present
Riffle Machine Works February 2015 - May 2015
John C Taylor Independent Insurance Agent March 2013 - April 2015
Western & Southern Financial Group June 2012 - March 2013
John C Taylor Insurance Agency October 2001 - June 2012
GraceLynn, LLC October 2001 - June 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Sales, Leadership, Marketing, Customer Satisfaction, Coaching, Process Improvement, Strategic Planning, Customer Service, Customer Retention, Small Business, Team Building, Sales Management, Training
Education
Chillicothe High School
College Prep/Accounting
Hondros College
Insurance
Hondros College
Real Estate
Hondros College
Banking, Corporate, Finance, and Securities Law
Pickaway Ross Joint Vocational School District
Agricultural Mechanization
Monarch Beverage May 2012 - Present
Tre' Club Designs January 2006 - Present
Monarch Beverage February 2012 - May 2012
2012 Super Bowl Host Committee July 2011 - February 2012
Western & Southern Financial Group August 2011 - December 2011
Arts Council of Indianapolis, Inc November 2008 - November 2011
Cool Cayenne, Authentic Printed T-Shirt Company May 2007 - August 2011
Kerasotes Showplace June 2005 - September 2007
Cool Cayenne - Ball State University January 2007 - May 2007
Americall Group January 2003 - January 2004
Skills
Graphic Design, Advertising Sales, Product Management, Inventory Management, Account Management, Photography, Adobe Creative Suite, Photoshop, Illustrator, InDesign, Customer Service, Facebook, Advertising, Marketing, Event Planning, Budgets, Microsoft Office, Social Media, Logo Design, Banners, Graphics, Posters, Leadership, Editing, Invitations
Education
Ball State University 2001 — 2007
Bachelor of Science, Graphic Arts Management; Minor Business Administration
Purdue University Calumet
Computer Graphics Technology
It Works Global May 2015 - Present
Civista Bank February 2015 - Present
Western & Southern Financial Group March 2014 - June 2014
Education
Bowling Green State University 2010 — 2014
Associate's degree, Criminal Justice/Police Science
Bethel College 2009 — 2014
Associate's degree, Criminal Justice and Corrections
Toshiba Business Solutions August 2013 - June 2015
Veterans Benefits Administration, Loan Guaranty, Department of Veterans Affairs November 2011 - August 2013
Office of Disability Adjudication and Review, Social Security Administration October 2010 - November 2011
Western & Southern Financial Group October 2009 - August 2010
Department of Veterans Affairs October 2007 - October 2009
Royal Bank of Canada (RBC) Mortgage Company April 2002 - April 2005
Education
Notre Dame College 2015 — 2017
Master of Public Administration (MPA), Project Management
Baldwin-Wallace College 2007 — 2010
Bachelor of Arts (B.A.), Organizational Leadership
Western & Southern Financial Group March 2015 - Present
Randstad Professionals November 2012 - March 2015
University of Cincinnati June 2010 - November 2012
Skills
Recruiting, Talent Acquisition, College Recruiting, Event Planning, Leadership Development, Human Resources, Social Media Marketing, Career Development, Public Speaking, Student Development, Social Networking, Interviews, Leadership, Higher Education, Conflict Resolution, Student Affairs, Staff Development, Training, Career Counseling, Applicant Tracking..., Admissions, Volunteer Management, Marketing Strategy, Technical Recruiting, CRM
Education
Bowling Green State University 2008 — 2010
M.A., College Student Personnel
University of Nebraska at Omaha 2004 — 2008
B.A. - Magna Cum Laude, Psychology, Speech Communication
Long Island Jewish Medical Center; North Shore-LIJ Health System April 2014 - Present
MedAssist, A Firstsource Company June 2010 - November 2013
Zurich Financial Services December 2008 - August 2010
Sallie Mae March 2006 - December 2008
General Revenue Corporation April 2003 - March 2006
Great American Financial Resources March 1998 - January 2003
Western & Southern Financial Group June 1996 - January 1998
Columbus Life Insurance Company April 1992 - June 1996
The Daily Reporter September 1991 - April 1992
Skills
Marketing, Internal Communications, Media Relations, Newsletters, Strategic Planning, Insurance, Public Relations, Management, Project Management, Healthcare, Budgets, Marketing Strategy, Account Management, Leadership, Team Building, Change Management, Marketing Communications, Team Leadership, Negotiation, Strategic Communications, Salesforce.com, Customer Service, B2B Marketing, Social Media, Advertising, Strategy, B2C, Event Planning, B2B, Event Management, Corporate Communications, Business Strategy, Social Media Marketing, Brand Management
Education
Bowling Green State University
Bachelor's, Journalism/Public Relations
Western & Southern Financial Group January 2015 - Present
First Investors August 2014 - October 2014
Levi Strauss & Co. May 2013 - August 2013
Mercantile Capital Corporation June 2012 - August 2012
The Appalachian January 2012 - July 2012
Richmond Smile Center 2008 - 2010
Skills
Social Media Marketing, Entrepreneurship, Retail Management, Strategic Leadership, Market Analysis, Answering Phones, Microsoft Excel, Outlook, Blogger, Marketing, Social Media, Twitter, SYNND, Social Networking, Microsoft Word, SEO, Market Research, PPC, Direct Marketing, PowerPoint, Sales, Club Operations, Snowboarding, Retail Sales, Facebook, Retail Sales Experience, Business Planning, Retail, Time Management, Brand Development, Merchandising, Sales Presentations, Creative Direction, Brand Awareness, Event Management, Strategic Thinking, Team Leadership, Management, Sales Management, Small Business, Direct Mail, Teamwork
Education
Appalachian State University 2010 — 2014
Bachelor's Degree, Management, Entrepreneurship
James River High School 2007 — 2010
High School Degree, Not applicable.
Great Oaks Institute of Technology and Career Development August 2011 - Present
Western & Southern Financial Group September 2005 - May 2010
Hills Communities June 2003 - September 2004
Skills
Adobe Creative Suite, Career Tech Education, Teaching, Public Speaking, Dreamweaver, Social Media, Nonprofits, Photoshop, Event Planning, Research, Microsoft Office, Branding & Identity, PowerPoint, Team Building, Project Management, Marketing Communications, Photography, Advertising, Layout
Education
Art Academy of Cincinnati 2014 — 2017
Master of Arts in Art Education
Wright State University 2010 — 2014
Career, Technical and Adult Education, Licensure
College of Mount St. Joseph 1999 — 2003
Bachelor of Fine Arts (BFA), Graphic Design, 3.495
ExactCare Pharmacy February 2015 - Present
Western & Southern Life January 2012 - November 2014
Western & Southern Financial Group August 2007 - February 2012
Forest City Enterprises January 2007 - June 2007
Ashland University 2003 - 2007
Ashland University 2003 - 2007
American Greetings May 2006 - August 2006
Skills
Retirement Planning, Insurance, Securities, Investments, Annuities, Long Term Care, Retirement, Financial Planning, Estate Planning, Mutual Funds, 401k, Annuity, Portfolio Management, Employee Benefits, Disability Insurance, Asset Management, FINRA, Wealth Management, IRA's, Health Insurance, Fixed Annuities, Long-term Care, Wealth, Term Life Insurance, Life Insurance, IRAs, Financial Services, Series 6, Series 63, Strategic Financial...
Education
The American College 2009 — 2013
Certification, Financial Services Specialist
Ashland University 2001 — 2007
BSBA, Finance, Management of Information Systems
Aflac June 2012 - February 2013
Western & Southern Financial Group May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, C++, Java
Education
Wake Technical Community College 2010 — 2012
Associate's degree, Business, Management, Marketing, and Related Support Services
Appalachian State University 2007 — 2008
Art Academy of Cincinnati January 2013 - Present
Prudential Financial 2008 - Present
Western & Southern Financial Group June 2006 - May 2008
Tandem Marketing Services, Inc. 1995 - 2006
Hensler, Westerkamp & Giles 1990 - 1995
Tepe, Hensler & Westerkamp, Inc. 1981 - 1990
Bailey, Orner & Makstaller, Inc. 1976 - 1981
Great American Insurance Company 1975 - 1976
Skills
Sales, Account Management, Customer Service, Leadership, Management, Team Building, Budgets, CRM, Selling, Email Marketing, Strategy, Social Networking, Sales Process, B2B, Cold Calling, Lead Generation, Graphic Design, Brand Development, Adobe Creative Suite, Illustrator, Photoshop, Creative Direction
Education
Art Academy of Cincinnati 1970 — 1974
Certificate, Graphic Design
University of Cincinnati 1972 — 1974
Elder High School 1966 — 1970
Hiscox January 2015 - Present
Hiscox September 2012 - Present
Western & Southern Financial Group May 2012 - September 2012
DMC Atlanta, Inc. May 2011 - July 2011
Lindt & Sprungli June 2010 - August 2010
Summit Chase Animal Hospital August 2006 - September 2007
Skills
Microsoft Excel
Education
Auburn University 2008 — 2012
Bachelor of Science Business Administration, Finance, General
The Office Pros November 2008 - Present
HyperQuest April 2008 - June 2013
Progressive Insurance May 2005 - March 2008
Kemper Insurance January 2002 - May 2005
Western & Southern Financial Group September 2001 - January 2002
MetLife Financial Services March 1999 - September 2001
Skills
Sales, Sales Management, Insurance, Property & Casualty..., Financial Analysis, Finance, Appraisal Skills, Auditing, Human Resources, Management, Operations Management, Investments, Strategic Planning, Strategic Financial..., Goal-driven leader, Exceed Sales Goals, Work Well Independently, Asset Managment, Risk Management, Microsoft Office, PowerPoint, Internet, Entrepreneurship, Chambers of Commerce, Charity, Marketing Strategy, Direct Mail, B2B Marketing, Leadership, Personal Financial..., Customer Acquisition, Customer Service, Customer Retention, Customer Satisfaction, Negotiation, Start-ups, Budgets, Asset Management, Account Management, Marketing, Training, Process Improvement, Time Management, Coaching, Analysis, Claim, Access, Executive Management, Real Estate, Small Business
Education
Bellevue University 2008 — 2010
MBA, Finance
Marywood University 1996 — 2000
BBA, Finance
Bishop Hannan
Cigna September 2015 - Present
Western & Southern Financial Group March 2014 - September 2015
Mutual of Omaha March 2013 - September 2013
Principal Financial Group February 2008 - March 2013
Channel Fish Processing November 2006 - October 2007
Skills
Employee Benefits, Insurance, Disability Insurance, Health Savings Accounts, Life Insurance, Brokers, Sales, Health Insurance, Leadership, Benefits Administration, Term Life Insurance, Underwriting, Group Insurance, Retirement Planning, Customer Service, Fixed Annuities, Retirement, Workers Compensation, Insurance Brokerage, Training, Management, Team Building, 401k, COBRA, Whole Life, Critical Illness, Flexible Spending..., Life & Health Insurance..., Open Enrollment, Marketing Strategy, System Administration, Project Planning, Time Management, Healthcare, Account Management, Recruiting, Long Term Care Insurance, Accident, Marketing, Medicare, Claim, Health Care Reform, Licensed Life & Health..., crm, Onboarding, Employment Verifications, Charitable Gift Planning, Estate Planning, CRM, Long-term Care
Education
Becker College 2008 — 2009
Bachelor's, Business Administration
Boston University 2006 — 2006
Oceanography, Maritime Studies and Nautical Science
Northeastern University 2003 — 2006
Sea Education Association
Time Warner Cable December 2013 - Present
Fibertech Networks August 2006 - March 2012
Western & Southern Financial Group 2012 - 2012
Appalachian State University January 2011 - December 2011
Appalachian State University January 2011 - November 2011
JML Optical Industries, LLC December 2008 - February 2009
Skills
Marketing, Management, Microsoft Excel, Microsoft Office, Networking, Online Advertising, PowerPoint, Project Management, Proposal Writing, Research, Social Media, Sales, Strategic Planning, Troubleshooting
Education
Appalachian State University 2010 — 2011
Master of Business Administration (MBA), Management
Rochester Institute of Technology 2006 — 2010
Bachelor's degree, New Media Marketing
Western & Southern Financial Group July 2012 - Present
Synergy Consulting Group, Inc. June 2012 - July 2012
Serco - North America January 2008 - April 2012
Serco - North America January 2012 - March 2012
Serco - North America January 2008 - December 2011
SI International January 2006 - January 2008
LOGTEC February 1999 - December 2005
Skills
Oracle, Oracle SQL, Oracle E-Business Suite, Hyperion..., Business Objects, Business Objects Data..., Cognos, Teradata, Informatica, Erwin, BPWin, Microsoft Office, Microsoft Technologies, PMBOK, MS Project, Software Project..., Program Implementation, Database Design, Software Design, User Interface Design, Solution Architecture, Information Architecture, Server Architecture, Business Intelligence, Data Modeling, SQL, Integration, SDLC, Requirements Analysis, Program Management, ERP, Data Migration, Data Architecture, Software Documentation, Enterprise Architecture, Enterprise Software, Database Administration, Data Quality, ETL, OBIEE, Data Management, Requirements Gathering, Process Improvement, Analysis, IT Strategy, Analytics, Visio, PL/SQL, Data Integration, Systems Analysis
Education
Antioch University McGregor
B.A.
Wright State University
Computer Science
Reliance Partners LLC April 2010 - Present
Western & Southern Financial Group April 2008 - April 2010
Skills
Marketing, Customer Service
Education
Ashford University 2012 — 2013
Master of Business Administration (M.B.A.), Management Information Systems, General, 3.75
Ashford University 2009 — 2012
BA, Business Administration, 3.49
Medcor August 2012 - Present
Concentra Health Care August 2010 - August 2012
D.L. Dunkin, RN, CLNC & Associates April 2004 - August 2012
MOORESVILLE CONSOLIDATED SCHOOL SYSTEMS September 2009 - May 2012
Yukon-Kuskokwim Health Corporation February 2012 - April 2012
Medcor October 2011 - February 2012
Western & Southern Financial Group May 2010 - June 2011
Naab Road Surgery Center February 2007 - August 2009
Preferred Home Care/Country Heart & Farmer's Home Care 1989 - 1997
Skills
Medical Records, Workers Compensation, Purchasing, Medicine, Medical Billing, Healthcare, Long-term Care, Medicare, Hospitals, Healthcare Management, Insurance, Case Managment, Home Care, ACLS, BLS, Case Management, Training, Patient Education, Medical/Surgical, Nursing
Education
Ashford University 2009 — 2012
BA, Organizational Business/Human Resources, 3.63
Vickie Milazzo Institute for NACLNC 2005 — 2005
CLNC Certification, Legal Nursing
Vincennes University 1986 — 1988
ASN, Nursing/Business
John A. Logan College 1980 — 1981
LPN certification, Nursing/Business
Western & Southern Financial Group September 2009 - Present
United States Marine Corps April 2005 - April 2009
Education
Ashford University
N/A
Choice Logistics June 2015 - Present
The Carson Group February 2014 - May 2015
Panther Expedited Services January 2007 - February 2014
Panther Expedited Services October 2011 - January 2013
Panther Expedited Services August 2007 - September 2008
Panther Expedited Services January 2007 - August 2007
Western & Southern Financial Group April 2006 - January 2007
Skills
Sales Management, Consultative Selling, Sales Excellence, Sales Process, Inside Sales, Sales Support, Cold Calling, Salesforce.com, Account Management, Direct Sales, Team Leadership, Market Research, Performance Management, Coaching, New Business Development, National Accounts, Closing Deals, Thinking Outside The Box, Data Management, Supply Chain Consulting, Transportation, Shipping, Freight Forwarding, Air Freight, Ground Transportation, Expediting, Truckload, Ocean, Logistics, PowerPoint, Sales Operations, Marketing Strategy, Sales, Management, Training, Leadership, Container, 3PL, Transportation..., Pricing, Freight, Logistics Management, Trucking, Operations Management, Selling, Customer Service, LTL, P&L Management, Inventory Management, Customer Retention
Education
Ashland University 1999 — 2003
Bachelor of Arts (B.A.), History and Political Science
The College of Wooster 1995 — 1996
Economics and Philosophy
State Farm July 2015 - Present
JC Wholesale Company January 2012 - Present
Western & Southern Financial Group October 2012 - October 2014
Allstate January 2007 - December 2012
Wells Fargo October 2005 - September 2007
Mutual of Omaha January 2001 - October 2005
Education Creation Inc January 1997 - February 2002
Skills
Project Management, Program Management, MS Project, New Business Development, Customer Service, Customer Acquisition, Windows, Sales Management, Marketing Communications
Education
UNCC 2009 — 2009
Certificate Program, Project Management
Bowie State University 1991 — 1996
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
General Communications Business School 1990 — 1991
Business Management, Business Administration and Management, General
Western & Southern Financial Group September 2007 - October 2010
American General Life Companies September 2005 - September 2009
Skills
Microsoft Office, Excel, PowerPoint, Insurance, Training, Management, Marketing, Customer Service, Employee Benefits, Team Building, Strategic Planning, Leadership, Sales, Sales Management, Outlook, Budgets, Coaching, Negotiation, New Business Development, Microsoft Word, Public Speaking, Account Management, Marketing Strategy, Microsoft Excel, Employee Training, Fixed Annuities, Term Life Insurance, Finance
Education
Georgia State University 1990 — 1992
Bachelor of Arts, Business Administration
Atlanta Metropolitan College 1987 — 1990
Associate of Arts, Business Management
Law Offices of Lisa P Wildstein, LLC August 2014 - Present
University of Miami February 2014 - June 2014
Tropical Publications February 2014 - June 2014
Teleperformance August 2013 - January 2014
Best Western Oceanfront August 2011 - August 2013
Western & Southern Financial Group April 2009 - August 2011
Control & Integration Associates, Inc. November 1996 - April 2009
Skills
Paralegals, Legal Writing, Legal Research, Legal Documents, Customer Support, Legal Compliance, Customer Experience, Office Administration, Office Management, Sales, Insurance, Marketing, Small Business, Life Insurance, Disability Insurance, Time Management, Customer Service, Retirement, Cold Calling, CRM, Fixed Annuities, Selling, Social Media Marketing, Social Networking, Marketing Strategy, Public Speaking, Networking, Financial Analysis, Long-term Care, Team Building, Entrepreneurship, Leadership, Training, Finance, Account Management, Retirement Planning, Direct Sales, Term Life Insurance, Coaching, Strategic Planning, Sales Management, New Business Development, Banking, Business, Strategic Financial..., Hospitality, Customer Satisfaction, Employee Benefits, Management, Recruiting
Education
University of Miami Division of Continuing and International Education (DCIE). 2014 — 2014
Certificate
Boston University - School of Management 1977 — 1979
MBA
Union College 1973 — 1977
Bachelor of science
Ingage Partners May 2015 - Present
Western & Southern Financial Group May 2013 - April 2015
Western & Southern Financial Group March 2011 - May 2013
Western & Southern Financial Group October 2006 - March 2011
Margo E York, CPA October 2004 - October 2006
KeyBank August 2001 - October 2004
Skills
Leadership, Financial Analysis, Project Management, Business Analysis, Project Planning, Finance, Forecasting, Process Improvement, Accounting, Strategic Financial..., Financial Modeling, Budgets, Microsoft Office
Education
Xavier University 2010 — 2014
Master of Business Administration (MBA)
Ball State University - College of Business 1997 — 2001
Bachelor of Science (BS), Finance
Western & Southern Financial Group June 2013 - Present
Local 12 WKRC-TV and Local 12.2 The CW Cincinnati November 2004 - May 2013
Talbert House February 2003 - November 2004
Cincinnati Children's Hospital Medical Center January 2000 - February 2003
Skills
Social Media Marketing, Radio, Broadcast, Television, Press Releases, Facebook, Non-profits, Marketing Communications
Education
Bowling Green State University 1995 — 1999
Bachelor of Arts (B.A.), Communications
National Canine Cancer Foundation March 2014 - Present
JPMorgan Chase March 2013 - Present
JPMorgan Chase September 2011 - March 2013
Huntington National Bank July 2011 - September 2011
Securitas September 2010 - July 2011
US Bank April 2008 - September 2010
Chase September 2007 - April 2008
Western & Southern Financial Group January 2007 - September 2007
Ohio Savings Bank January 2006 - January 2007
US Bank August 2004 - January 2006
Skills
Deposits, Retail Banking, Credit, Banking, Direct Sales, Customer Satisfaction, Data Entry, Account Management, Loan Modifications, Loan Servicing, Personal Loans, Supervisory Experience, Sales Management, Marketing Strategy, Mortgage Lending, Mortgage Banking, Loans, Commercial Banking, Customer Service, Leadership, Management, Microsoft Office, Sales, Microsoft Excel, Process Improvement
Education
Baker College Center for Graduate Studies 2012 — 2014
Master of Business Administration (MBA), Finance
Baker College Center for Graduate Studies 2011 — 2012
Bachelor of Business Administration (BBA)
Baker College Center for Graduate Studies 2009 — 2011
Associate, General Business, 3.65
Ohio National Financial Services July 2015 - Present
Western & Southern Financial Group January 2014 - July 2015
Ameritas October 2012 - January 2014
Ameritas July 2008 - October 2012
Clark Schaefer Consulting September 2004 - July 2008
First Energy 2003 - 2004
Skills
CISA, ALMI, IT Audit, Sarbanes-Oxley Act, Process Improvement, SAS70, Data Analysis, Information Security, Auditing, Business Process, Business Intelligence, Internal Audit, Accounting, Business Analysis, Security, SQL, Business Process..., SDLC, Risk Management, Risk Assessment, Oracle, Governance, Banking, Visio, Internal Controls, Management Consulting, Analysis, Enterprise Risk..., Management, Sarbanes-Oxley, Information Technology, Disaster Recovery
Education
Bowling Green State University 1999 — 2004
BSBA, Accounting, MIS, ISAC
Penske Truck Leasing June 2014 - Present
Penske Truck Leasing July 2011 - June 2014
Penske Truck Leasing March 2008 - August 2011
Penske Truck Leasing October 2005 - March 2008
American Loan Professional 2003 - 2004
Western & Southern Financial Group 2001 - 2003
Skills
Trucking, Transportation, Transportation..., Account Management, Fleet Management, Logistics, Operations Management, Cold Calling, Sales Management, Customer Satisfaction, New Business Development, Sales, Contract Negotiation, Team Building, Sales Process, Sales Presentations, Logistics Management, Forecasting, Process Improvement, Salesforce.com, Team Leadership, Direct Sales, B2B, Coaching, Business Strategy, Management, Business Development, Purchasing, Supply Chain Management, Inventory Management, 3PL, Warehousing, Freight, DOT regulations, LTL, Strategic Planning, Truckload, Income Statement, P&L Management, Pricing, Sales Operations, Truck, Supply Chain, Customer Retention, Fleet, Fleet Operations, Supply Chain..., Building Relationships, Marketing, Marketing Strategy
Education
Bloomsburg University of Pennsylvania 2001 — 2003
Liberty National Life Insurance Company January 2011 - Present
Western & Southern Financial Group February 2009 - April 2011
FIRST NLC 2003 - 2007
Education
East Carolina University 1993 — 1995
Barton College 1991 — 1993
Fresh Thyme Farmers Market February 2015 - Present
Earth Fare - the healthy supermarket May 2012 - Present
Earth Fare - the healthy supermarket October 2011 - July 2012
Western & Southern Financial Group June 2010 - October 2011
Unemployed and Looking for Work August 2009 - June 2010
B&L Packaging, Inc April 2004 - July 2009
Reynolds & Reynolds January 2001 - April 2004
Ali Industries Inc December 1998 - January 2001
Skills
Accounts Payable, Customer Service, Microsoft Excel, Time Management, Loss Prevention, Retail, Customer Satisfaction, Accounts Receivable, Management, Inventory Control, Payroll, Outlook, Sales, Inventory Management, Human Resources, Team Building, Training
Education
Bowling Green State University 1994 — 1998
Bachelor of Arts, Communication
Northern Kentucky Area Development District February 2014 - Present
Western & Southern Financial Group March 2011 - October 2012
Marketing September 2003 - October 2008
Diocese of Covington August 2002 - June 2004
Ohio Valley Educational Cooperative January 1997 - July 2002
Skills
Social Media, Social Media Marketing, Marketing Communications, Advertising, Microsoft Excel, Event Management, PowerPoint, Public Relations, Direct Sales, Sales
Education
Thomas More College
Bachelor of Arts (B.A.), Elementary Education and Teaching
Athenaeum of Ohio 2000 — 2002
Theology/Theological Studies
Unity Financial Life Insurance Company March 2013 - Present
Unity Financial Life Insurance Company May 2010 - Present
LOMA Society of Ohio 2007 - August 2010
Western & Southern Financial Group March 2005 - April 2010
Forethought Financial Services January 1997 - April 2003
Manhattan National Life Insurance Company February 1990 - December 1996
Skills
Risk Management, Insurance, Life Insurance, Fixed Annuities, Securities, Team Building
Education
Bowling Green State University 1981 — 1982
Binary Defense Systems March 2014 - Present
TrustedSec LLC April 2013 - Present
Western & Southern Financial Group July 2011 - April 2013
Western & Southern Financial Group November 2008 - July 2011
Yellowbook USA June 2006 - June 2008
PTC May 2004 - June 2006
Skills
Business Development, Cold Calling, Direct Sales, Management, Marketing, New Business Development, Sales, Sales Management, Sales Operations, Sales Process, Account Management, SaaS, Salesforce.com, Solution Selling, Strategic Planning
Education
Bentley University 2000 — 2004
BS, Economics
Western & Southern Financial Group January 2014 - Present
Independent Consultant, Telecommunications January 2007 - Present
LogicalisUS November 2011 - January 2014
Pro OnCall Technologies April 2009 - January 2011
Integrated Mobile September 2004 - February 2009
Sprint Nextel 2001 - 2004
Verizon Wireless October 1994 - October 2001
Skills
Telecommunications, Business Relationship..., VoIP, Cloud Computing, Operations Management, Sales, Strategic Partnerships, Project Management, Direct Sales, Product Management, Business Planning, Account Management, Wireless, Managed Services, Solution Selling, Management, Analysis, New Business Development, Process Improvement, IT Service Management, Call Center, Unified Communications, Cross-functional Team..., Business Development, Service Delivery, SaaS, Customer Experience, Vendor Management, Contract Negotiation, Business Process..., Strategy, Sales Management, Professional Services, CRM, Enterprise Software
Education
Ashland University 1988 — 1990
Business Finance
Western & Southern Financial Group April 2014 - Present
General Cable May 2013 - March 2014
Fifth Third Bank August 2009 - May 2013
Deloitte & Touche July 2006 - April 2009
Beechmont Automotive Group September 2000 - July 2006
Skills
IT Audit, Internal Audit, Risk Assessment, Audit, Internal Controls, SOX, Risk, Sarbanes-Oxley Act, Auditing, Financial Risk, Disaster Recovery, Business Continuity, Change Management, Enterprise Risk..., Management, Governance, CISA, Sarbanes-Oxley, COBIT
Education
Boston University - Metropolitan College 2015 — 2017
Masters Computer Information Systems - Concentration in IT Security
Northern Kentucky University 2003 — 2007
Bachelors, Accounting
Miami University 1997 — 1999
Computer Systems Analysis
Car-Part.com February 2013 - Present
Western & Southern Financial Group March 2004 - Present
R. L. Polk and Co March 1990 - September 2002
Skills
Customer Relations, Product Develpment Life..., Project Management, Team Leadership, People Development, Customer Support, Technical Support, Business Analysis, Troubleshooting, Requirements Gathering, User Documentation
Education
Bellarmine University 1980 — 1985
BA, Data Processing
Covington Catholic
Covington Catholic
Knights of Columbus September 2013 - Present
AllStarDCTours October 2009 - 2013
Western & Southern Financial Group April 2010 - August 2012
Bank of America June 2003 - July 2004
Skills
Public Speaking, Public Relations, Strategic Planning, Insurance, Event Management, Coaching, Sales Operations, Negotiation, Spanish, Training, Customer Service, Start-ups, Online Advertising, Microsoft Office, Contract Negotiation, Leadership Development, Event Planning, Marketing, Leadership, Business Development, Sales, Marketing Strategy, Social Networking, Recruiting, Marketing Communications, Program Management, Team Building, Change Management, Talent Management, Product Marketing, New Business Development, Performance Management, Social Media Marketing, Entrepreneurship, Corporate Communications, Management, Team Leadership, Research, Sales Management, Online Marketing, Social Media, English, Human Resources, Strategy, Project Management, Microsoft Excel, Business Planning
Education
Ateneo de Manila University 1970 — 1981
ABEco/Prof.Mgt/mba, Economics/Business Mgt.
Ateneo de Manila University 1970 — 1980
Bachelor of Arts (B.A.), Business/Managerial Economics
Ateneo de Manila University 1970 — 1974
A.B., Economics
PSHS
Great American Insurance November 2006 - Present
Western & Southern Financial Group June 2005 - November 2006
Skills
Underwriting, Insurance, Property & Casualty..., General Insurance, Liability, Commercial Lines, Umbrella Insurance, Life Insurance, Business Analysis
Education
Ball State University - College of Business 2001 — 2005
Bachelor of Business Administration (BBA)
VG Capital October 2012 - Present
EFM Financial Services, Inc July 2009 - July 2013
Global Farming & Garden Solutions January 2009 - December 2012
HMR USA, Inc. July 2008 - July 2009
Western & Southern Financial Group October 2007 - July 2008
Top Realty March 2006 - July 2008
Prodigy National Mortgage March 2006 - July 2008
California Finance & Investments June 2004 - March 2006
Janro Enterprises, Rainier Trading October 1995 - March 2003
Solid Mills, Unisol Industries & Manufacturing Corp June 1989 - July 1997
Skills
Account Management, Business Strategy, Contract Negotiation, Customer Service, Investment Properties, Leadership, Management, Real Estate, Sales, Sales Management, Selling
Education
Adamson University 1974 — 1979
BS Industrial Engineering, Industrial Engineering
Western & Southern Financial Group July 2014 - Present
Western & Southern Financial Group August 1995 - June 2014
Education
Miami University 1982 — 1984
MS, Educational Leadership
Blackburn College 1979 — 1982
BS, Social Science
NFP June 2015 - Present
ECM Solutions. May 2012 - June 2015
Brown & Brown April 2009 - May 2012
Blue Ridge Insurance August 2003 - 2008
Colonial Life 2001 - 2003
Western & Southern Financial Group 1999 - 2001
Watson Insurance Agency Inc. 1991 - 1996
Skills
Small Business, Insurance, Commercial Insurance, Sales, Property & Casualty..., Brokers, Umbrella Insurance, Professional Liability, Casualty, Legal Liability, Commercial Lines, Liability, Underwriting, D&O, Workers Compensation, Casualty Insurance, General Insurance
Education
Belmont Abbey College
Gaston College
Hunter Huss
ADP July 2011 - Present
Western & Southern Financial Group 2009 - 2011
Skills
Recruiting, Talent Management, Leadership, Customer Service, Talent Acquisition, Cold Calling, Sourcing, Technical Recruiting, Applicant Tracking..., College Recruiting, Building Relationships, Onboarding, Human Resources, Employee Training, Training, Internet Recruiting, Staffing Services, Executive Search, Sales, Social Networking, Business Development, Interviews, Screening Resumes, Contract Recruitment
Education
Bowling Green State University 2004 — 2008
Bachlor, Liberal Studies
Western & Southern Financial Group August 2007 - Present
Western & Southern Financial Group August 2000 - July 2007
Western & Southern Financial Group March 1979 - June 2000
Skills
Customer Service, Team Building, Strategic Planning, Leadership, Public Speaking, Process Improvement, Account Management, Coaching, Project Management, Microsoft Office, Management, Team Leadership, Sales, Performance Management, Program Management, Employee Benefits, Human Resources, Training, Microsoft Word, Fundraising, Microsoft Excel, Databases, Budgets, Leadership Development, Vendor Management, Enterprise Software, Access, Analysis, Business Analysis, COBOL, Risk Management, Insurance, Change Management, SDLC, Troubleshooting
Education
Athenaeum of Ohio 1972 — 1976
BA, Philosophy, Minor in History and Classical Languages
Wells Fargo Advisors January 2011 - July 2011
Western & Southern Financial Group February 2010 - February 2011
Associated Spring Raymond January 2007 - May 2009
QIT/QMP 1999 - 2006
Education
University of Rochester - Simon Business School 1989 — 1994
MBA, Finance/Economics
Alfred University 1986 — 1989
BS, Ceramic Engineering
Central Piedmont Community College June 2014 - Present
Michael D. Hailey & Associates April 2004 - Present
HMBI 2005 - 2006
Western & Southern Financial Group April 2001 - August 2004
Charlotte Housing Authority January 1999 - March 2001
NC Department of Corrections May 1990 - July 1994
Skills
Real Estate, Investment Properties, Foreclosures, Real Estate Transactions, First Time Home Buyers, Short Sales, Residential Homes, REO, Investors, Real Estate Development, Sellers, Property Management, Negotiation, Real Property, Property, Contract Negotiation, Loans, Brokerage, Relocation, Condos, Referrals, Real Estate Financing, Budgets, HUD
Education
Appalachian State University 1985 — 1990
Bachelor of Science, Criminal Justice and Corrections
Western & Southern Financial Group
Skills
Employee Benefits, Onboarding, Succession Planning, Deferred Compensation, HRIS, Talent Management, Performance Management
Education
Bowling Green State University 1975 — 1980
Human Reources
U.S. Trust August 2013 - Present
Carlson School of Management June 2008 - May 2013
The Minneapolis Foundation 2012 - 2013
Fourth Dimension Partners, LLC September 2003 - December 2005
St. Paul/Travelers, Inc 1993 - 2002
Western & Southern Financial Group 1985 - 1993
Baxter Healthcare 1980 - 1985
North American Car Corporation 1979 - 1980
Skills
Portfolio Management, Investment Advisory, Non-profits, Equities, Valuation, Asset Management, Investments, Financial Modeling, Asset Managment, Fixed Income, Equity Research, Strategy, Finance, Hedge Funds, Risk Management, Investment Management, Asset Allocation, Economics, Strategic Financial..., Venture Capital, Nonprofits
Education
Northern Illinois University 1980 — 1982
MBA, Finance
Arizona State University 1974 — 1978
BS, Finance
Western & Southern Financial Group February 2008 - Present
Delphi Automotive Systems 1969 - 2006
Delphi 1969 - 2006
Education
Anderson University 1994 — 1996
MBA, Business
Aon Hewitt August 2012 - Present
Independent January 2010 - October 2012
Western & Southern Financial Group August 2011 - January 2012
Comcast Spotlight January 2004 - March 2007
Skills
Project Coordination, Advertising Sales, New Business Development, Client Counseling, Customer Service, Employee Benefits
Education
Bethany College 1979 — 1983
BA, Communications
Western & Southern Financial Group August 2015 - Present
Allianz Life Financial Services LLC May 2014 - August 2015
Forethought Financial Group, Inc. January 2013 - May 2014
The Hartford May 2007 - January 2013
Genworth July 2004 - May 2007
GE Financial Assurance July 2004 - June 2006
GE April 2002 - July 2004
Education
Bellarmine University 2000 — 2004
BA, Economics & Business Admin
Western & Southern Financial Group March 2010 - Present
Fifth Third Bank September 2006 - December 2009
Countrywide Home Loans September 2003 - September 2006
Howard Hanna January 1997 - September 2003
Education
Bowling Green State University 1989 — 1994
BA, Finance
University of Michigan
Western & Southern Financial Group Sales RepWestern & Southern Financial GroupExecutive DirectorHuman Resources UnlimitedFebruary 2002 - March 2010
Education
American InterContinental University
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General, 3.76
Western & Southern Financial Group January 2010 - Present
Western and Southern Financial Group February 2007 - January 2010
Farmers Insurance & Financial Services February 2004 - January 2007
Education
Cleveland State University 2000 — 2001
area of study, Communications
Bowling Green State University 1995 — 1998
Areas of Study, Marketing and Communications
Sysmex America, Inc. April 2013 - Present
Sysmex America, Inc. December 2012 - April 2013
Western & Southern Financial Group August 2009 - December 2012
Western & Southern Financial Group August 2009 - 2010
Combined Insurance May 2008 - October 2008
Silverleaf Resorts January 2007 - June 2008
Bluegreen Corporation September 2004 - December 2006
Skills
Licensed Life & Health..., Illinois and Wisconsin, Insurance, Cold Calling, Life Insurance, Building Relationships, Recruiting, Prospecting Skills, Medical Sales, Property & Casualty..., CRM, Sales Management, Direct Sales, Customer Retention
Education
Barat College of DePaul University 1996 — 1997
Courses in Business Law, Economics,
College of Lake County 1994 — 1996
Associate of Arts (AA), Business Administration and Management, General
Renishaw Inc. February 2011 - Present
One Source March 2010 - August 2010
Hygiene Solutions June 2006 - March 2010
Western & Southern Financial Group June 2005 - June 2006
Labor Network January 2000 - June 2005
Education
Benedictine University 1991 — 1997
B.A., History
West Virginia University August 2013 - December 2014
The Lubrizol Corporation May 2014 - August 2014
Western & Southern Financial Group November 2011 - August 2013
Xavier University January 2011 - June 2013
GE Aviation 2010 - November 2011
Towers Watson June 2008 - July 2010
Bowling Green State University January 2003 - May 2008
Skills
Financial Modeling, Data Analysis, Actuarial Science, Analysis, Finance, Project Management, Pricing, Product Management, Life Insurance, Fixed Annuities, SAS, Quantitative Finance, Risk Management, Financial Analysis, Fundraising, Analytics, Leadership, Process Improvement
Education
West Virginia University 2013 — 2014
Master of Science (MS), Statistics
Universität Salzburg / University of Salzburg 2003 — 2004
Zertifikat Deutsch, Deutsch als Fremdsprache
Bowling Green State University
Bachelor of Science (B.S.), Actuarial Science, German
Robert Half International October 2011 - Present
Western & Southern Financial Group February 2011 - October 2011
Rite Aid March 2009 - February 2011
Valleywood Golf Club June 2008 - May 2009
Brew House Restaurants June 2006 - October 2008
Skills
PowerPoint, Sales, Time Management, Microsoft Excel
Education
Bowling Green State University 2007 — 2010
Bachelor's of Science in Business Administration, Accounting
Northwest State Community College 2004 — 2007
General Business
Towers Watson June 2013 - Present
Towers Watson July 2011 - June 2013
Towers Watson May 2007 - July 2011
Western & Southern Financial Group January 2005 - January 2006
Education
Bowling Green State University
Bachelor of Arts
Bober Markey Fedorovich November 2014 - Present
The Cleveland Professional 20/30 Club May 2014 - Present
LGKW December 2012 - October 2014
AmTrust Financial Services, Inc. (AFSI) April 2012 - November 2012
Western & Southern Financial Group January 2011 - April 2012
Office of Resident Life Bowling Green State University December 2008 - December 2010
Great Commission Ministries May 2010 - August 2010
Skills
Microsoft Excel, Training, Accounting, Leadership, Auditing, Networking, Employee Engagement, Social Media, Event Planning, Team Building
Education
Bowling Green State University 2007 — 2010
Bachelor of Science Business Administration, Accounting
Ashland High School 2003 — 2007
CrossRoads RV March 2014 - June 2015
Sturgis Bank & Trust Company June 2012 - March 2014
Tax Back, Inc. dba Jackson Hewitt Tax Service January 2007 - April 2013
Western & Southern Financial Group June 2011 - October 2011
VCI, Inc June 2008 - April 2011
Highland Java Cafe January 2010 - December 2010
Sam's Club May 2010 - August 2010
Skills
Microsoft Office 2010, ISO 9001 Familiar, Punctual, Financial Analysis, Tax Preparation, Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Strategic Financial..., Customer Service, Microsoft Word, Auditing, Financial Reporting, Financial Planners, Teamwork, Analysis, Finance, Time Management, Leadership, Team Leadership, Nonprofits, Banking, Tax, Social Media, Research, Critical Thinking
Education
Alma College 2007 — 2011
Bachelor of Arts, Business Administration; Accounting emphasis
Sturgis High School 2003 — 2007
PNC July 2014 - Present
M&T Bank June 2009 - July 2014
M&T Bank June 2004 - June 2009
Wachovia, A Wells Fargo Company July 1999 - June 2004
Western & Southern Financial Group February 1994 - June 1999
Skills
Commercial Lending, Small Business Lending, Treasury Management, Merchant Services, Cross Selling, Cash Flow, Retail Banking, Loan Origination, Consumer Lending, Series 6, Series 63, Mutual Funds, Investments, Bonds, Portfolio Management, Securities, Asset Allocation, Precision Leadership..., Precision Coaching, Lines Of Credit, Commercial Mortgages, Underwriting
Education
Mount Carmel Area High School 1978 — 1981
Albright College
BS, Business Management
Citi September 2011 - Present
JPMorgan Chase April 2007 - September 2011
Western & Southern Financial Group February 2001 - April 2007
Skills
Training, Human Resources, Staff Development, Mutual Funds, Call Center, Banking, Coaching, Customer Service, Analysis, Leadership Development, Outlook, Risk Management, Process Improvement, Management, Vendor Management, Call Centers
Education
Bethel College
BA, Education
Western & Southern Financial Group Registered RepresentativeCharles SchwabOctober 2005 - August 2010
Edward Jones December 2004 - August 2005
Education
Ball State University 1983 — 1988
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Western & Southern Financial Group March 1992 - Present
Skills
Life and Health..., Fixed Annuities, Critical Illness, Medicare Prescription..., Business Strategy, Business Planning, Employee Benefits, Charitable Gift Planning, Charitable Gift..., Sickle Cell Disease, Youth Leadership, Church Growth, Cold Calling, Long Term Care Insurance, Sales, Finance
Education
Bladen Community College 1969 — 1972
Bachelor's Degree, Business Administration and Management, General
Pinnacle Capital Management/Pinnacle Investments February 2015 - Present
ANNUCO November 2011 - November 2012
Western & Southern Financial Group March 1999 - November 2011
Skills
Fixed Annuities, Variable Annuities, Retirement, Retirement Planning, Series 63, Insurance, Series 7, Mutual Funds, 401k, Asset Allocation, IRAs, Series 65, Life & Health Insurance..., Alternative Investments, FINRA, Investments, Financial Planning
Education
Bentley College
Bachelor of Science (BS), Accounting
BlueLinx Corporation July 2015 - Present
Esquire Solutions January 2014 - Present
Insight Global January 2013 - December 2013
Western & Southern Financial Group February 2012 - December 2012
Auburn University August 2007 - December 2011
John Hancock Life Insurance Company (U.S.A.) May 2011 - July 2011
Skills
Microsoft Excel, VBA, Pivot Tables, Balance Sheet, Financial Analysis, Financial Reporting, Financial Accounting, Accounts Payable, Payment Card Processing, Account Reconciliation
Education
Brenau University 2013 — 2015
Master of Business Administration (MBA), Finance
Auburn University 2007 — 2011
Bachelor of Science in Business Administration, Finance
Centennial High School
Centennial High School
Quench USA, Inc. May 2014 - Present
G&K Services December 2011 - April 2014
Cardio Medical Products October 2010 - May 2011
Western & Southern Financial Group September 2009 - October 2010
Skills
Cold Calling, Prospecting, New Business Development, B2B, Negotiation, Sales Process, Sales Operations, Sales, Management, Marketing, Direct Sales, Selling, Qualifying Prospects, Salesforce.com, Sales Presentations
Education
Ball State University 2004 — 2009
Bachelor of Science (B.S.)
Western & Southern Financial Group April 2015 - Present
Cognizant Technology Solutions March 2011 - March 2015
Cognizant Technology Solutions March 2007 - February 2011
Cognizant Technology Solutions April 2002 - February 2007
Integrated Enterprise Solutions Consulting January 2001 - April 2002
L&T Infotech May 1998 - January 2001
Education
California State University-Los Angeles 2006 — 2008
MBA
Amravati University 1993 — 1997
Bachelor of Engineering
Western & Southern Financial Group May 2012 - Present
Skills
Motherboards, Desktop, Power Supplies, RAM, Network Security, Network Operations
Education
Bridgemont Community and Technical College 2010 — 2012
Associate's degree, Computer Technology/Computer Systems Technology, 3.0
Fayette Institute of Technology 2008 — 2010
Aries Computer Technology, Computer Technology/Computer Systems Technology, 3.7
Valley High School 2006 — 2010
Diploma, High School, 3.5
Western & Southern Financial Group January 2015 - Present
Healthcare Services Group, Inc February 2012 - January 2015
Education
Appalachian State University
Aisle101, LLC January 2013 - Present
The Newport Group October 2012 - Present
Western & Southern Financial Group April 2012 - January 2013
Skills
Life Insurance, Health Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance
Education
Pace University 1995 — 1997
Master of Business Administration (MBA), Economics
Baruch College 1989 — 1992
Bachelor of Business Administration (BBA), Finance, General
Western & Southern Financial Group May 2015 - Present
Gregory S. Young Co., LPA October 2012 - May 2015
Skills
Residence Life, Student Leadership, Student Affairs, Student Development, Community Outreach, Higher Education, Public Speaking, Volunteer Management, Event Planning, Research, Academic Advising, Legal Assistance
Education
Ball State University 2009 — 2012
Bachelor of Arts (BA), Political Science and Government
Sam's Club 2010 - Present
Western & Southern Financial Group July 2004 - January 2010
The Salvation Army Boys and Girls Club November 2000 - June 2004
United Way of Asheville & Buncombe County 1997 - 1999
CHRIS, INC. dba APPS Paramedical Services April 1994 - December 1997
Square D Company 1972 - 1991
Skills
Fundraising, Life and Health..., Public Speaking, Radio Broadcasting, Business Management, Retail Sales Experience, Non-Profit Operations, Customer Service, Management, Leadership, Strategic Planning, Nonprofits, Microsoft Office, Team Building, Leadership Development, Training, Community Outreach, Marketing
Education
Asheville-Buncombe Technical Community College
Associate of Arts and Sciences (AAS), Business and Industrial Management; Electronic Technology
Credit Acceptance November 2013 - Present
Fifth Third Bank August 2011 - November 2013
Western & Southern Financial Group February 2010 - August 2011
All Tracker Security and Investigations LLC June 2005 - February 2010
Skills
Training, Budgets, Sales, Banking, Operations Management
Education
Boston University 2008 — 2010
Master's of Science, Criminal Justice
Michigan State University 2001 — 2005
Bachelor of Science (B.Sc.), Physiology
Michigan State University 2001 — 2005
Bachelor of Science (B.Sc.), Psychology
Ultimus Fund Solutions, LLC May 2015 - Present
Western & Southern Financial Group 2012 - March 2014
Western & Southern Financial Group May 2002 - November 2008
Western & Southern Financial Group March 1999 - July 2001
Western & Southern Financial Group August 1997 - March 1999
Companion Employment Services March 1994 - August 1997
Fifth Third Bank June 1992 - September 1993
Skills
College Recruiting, Onboarding, Talent Acquisition, Recruiting, Talent Management, Employee Relations, Internet Recruiting, Temporary Placement, Human Resources, Management
Education
Adrian College 1988 — 1992
Bachelor of Arts (B.A.), Psychology & Sociology
Currently Employed March 2004 - Present
Allstate Workplace Division November 2009 - August 2010
Western & Southern Financial Group March 2008 - November 2009
Education
Belmont Technical College 2011 — 2013
Associate's degree, Emergency Medical Technology/Technician (EMT Paramedic)
Washington State Community College 1998 — 2001
Associate's degree, Business, Management, Marketing, and Related Support Services
Western & Southern Financial Group June 2015 - Present
Education
Bowling Green State University 1996 — 2000
Bachelor of Science (B.S.), Sport Management
The Arts Academy August 2010 - June 2011
New Day Academy November 2008 - April 2010
All About Learning February 2009 - May 2009
Greater Heights Academy August 2008 - November 2008
Sandusky City Schools August 2007 - June 2008
Farmers & Merchants State Bank - Archbold, OH June 2002 - August 2004
Western & Southern Financial Group September 2000 - August 2003
Tupperware Brands June 1997 - August 1999
Avon August 1997 - June 1999
Nations Bank August 1992 - August 1995
Skills
Public Speaking, Microsoft Office, Customer Service, Microsoft Word, Teaching, Microsoft Excel, Staff Development, Educational Leadership, Time Management, Marketing, Science, Higher Education, Community Outreach, Lesson Planning, Tutoring, Curriculum Development, Educational Technology, Curriculum Design
Education
Lourdes College 2004 — 2007
Middle Childhood Certification, Education
Westminster College (PA) 1986 — 1990
Bachelor of Business Administration (B.B.A.), Marketing
Community College of Allegheny County
Stanford University
Education
University of Pittsburgh
Basic German
Andrews University
Education
Bowling Green State University
Concordia University Chicago
Education
University of Toledo
Walden University
Education
AppleOne Employment Services March 2015 - Present
Western & Southern Financial Group August 2010 - February 2015
Skills
Account Reconciliation, Accounting, Accounts Receivable, Financial Reporting, General Ledger, Accounts Payable, Auditing, Customer Service, Receptionist Duties, Company Secretarial Work, 10 Key, Microsoft Word, Outlook
Education
Bevill State Community College
Associate's degree, Office Management and Supervision
Western & Southern Financial Group August 2014 - Present
Bankers Life 2014 - 2014
SDS Restaurant Group 2013 - 2014
Kilwins 2006 - 2013
Blockbuster 2001 - 2006
Education
Appalachian State University 2002 — 2006
Bachelor of Science (BS), Sociology emphasis in Legal Studies
Alexander Central High School
Examiner.com February 2010 - Present
Western & Southern Financial Group March 2010 - October 2011
Fifth Third Bank September 2006 - September 2007
Education
Bowling Green State University 1989 — 1994
Bachelor of Business Administration (BBA), Finance and Financial Management Services