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.
Western & Southern Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Western & Southern Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Western & Southern Financial Group Employees
UPS October 2011 - Present
A Higher Purpose Window Cleaning July 2011 - Present
Liberty Tax Service January 2012 - April 2013
The Assurance Group September 2009 - April 2011
Cameron Boys Camp November 2008 - August 2009
Western & Southern Financial Group September 2007 - November 2008
The Assurance Group December 2005 - September 2007
South Mountain Christian Camp June 2003 - July 2006
Furnitureland South, Inc September 2004 - March 2005
Skills
Window Cleaning, Sales, Logistics, Accounts Receivable, Entrepreneurship, Tax Preparation, Management, Leadership, Teaching, Microsoft Excel, E-Learning, Financial Risk, Invoicing, Microsoft Office, Microsoft Word, PowerPoint, Writing, Youth Ministry, Youth Work, Youth Development, Youth Mentoring, Outdoor Recreation, Outdoor Education, Chemistry, Physics, Mathematics, Outdoor Living, Rock Climbing, Canoeing, High Ropes, Insurance, Finance, Financial Analysis, Budgets
Education
Liberty University 2015 — 2017
MBA in Accounting
University of North Carolina at Pembroke 2010 — 2013
Bachelor of Science (B.S.), Business Administration - Finance
University of North Carolina at Greensboro 2002 — 2004
Chemistry
Guilford Technical Community College 1999 — 2002
Associate of Science (A.S.), General
Hobsons June 2015 - Present
Gunnels Realty January 2012 - Present
Evolent Health January 2013 - October 2013
Accenture July 2012 - December 2012
Accenture August 2010 - July 2012
Western & Southern Financial Group June 2009 - September 2009
Procter & Gamble June 2006 - August 2008
Skills
Leadership, Forecasting, Finance, Management, Financial Analysis, Financial Modeling, Microsoft Excel, Data Analysis, Outlook, Process Improvement, SAP, Financial Forecasting, Project Management, PowerPoint, Strategic Financial..., Microsoft Office, Budget Process, Budget Forecasts, Variance Analysis, Cost Variance Analysis, Budgets, Strategy, Training
Education
University of Cincinnati 2006 — 2010
Bachelor of Business Administration, Finance
Hondros College of Business
Real Estate
Freelance Cinematographer January 2011 - Present
Western & Southern Financial Group April 2014 - November 2014
U.S. Cellular March 2004 - May 2013
Kelly Services/Adecco April 2002 - March 2004
LBM Trucking February 2000 - March 2002
Pavillion Nursing Home January 1999 - January 2000
Skills
Customer Service, Wireless, Sales, Customer Satisfaction, Retail, Leadership Development, Customer Experience, Telephone Skills, Sales Operations, Customer Retention, Telecommunications, Direct Sales, Final Cut Pro, Videography, Video Production, Cellular Communications, Cinematography, Retail Sales, Premiere Pro, Adobe Photoshop, Adobe Illustrator, Dance, Youth Ministry, Youth Programs, Video Editing
Education
Full Sail University 2013 — 2015
Bachelor of Science (B.S.), Digital Cinematography, Class Valedictorian
Illinois Institute of Arts 2012 — 2012
Bachelor of Science (B.S.), Digital Cinematography, GPA 4.0
Citi March 2015 - Present
Western & Southern Financial Group August 2014 - January 2015
Knights of Columbus December 2012 - August 2014
Citi May 2001 - December 2012
Huff Realty 1998 - 2003
Skills
Customer Service, Financial Services, Strategic Planning, Budgets, Retirement Planning, Banking, Negotiation, Marketing, Credit, Finance, Investments, Loans, Risk Management, Accounting, Life Insurance, Sales, Team Building, Leadership, Public Speaking, Fixed Annuities, Insurance, Financial Planning, Employee Benefits, Estate Planning, Retirement, Sales Management, Term Life Insurance
Education
Northern Kentucky University 1976 — 1979
Bachelor of Science, Marketing
Eastern Kentucky University 1975 — 1975
State Farm August 2015 - Present
Procter & Gamble May 2009 - July 2012
Adams County / Ohio Valley School District April 2009 - July 2012
U.S. Census Bureau April 2010 - August 2010
Self-Employed March 2002 - March 2008
State Farm Insurance March 2006 - December 2007
Western & Southern Financial Group May 2000 - May 2002
Skills
Human Resources, Microsoft Office, Management, Public Speaking, Sales, Leadership, Microsoft Excel, PowerPoint, Microsoft Word, Time Management, Recruiting, Training, Teamwork, Employee Relations, Customer Service, Coaching, Policy, Accounting, Team Building, Strategic Planning, Retail, Organizational..., Interviews, Performance Management, Process Improvement, Outlook, Employee Training, Access, Leadership Development, Negotiation, Relationship Building, Workforce Planning, Fact-based Selling, Sales Management, Communication, Sales Leads, Technical Writing, Quality Management, Organization Skills, team leadership
Education
Tiffin University 2012 — 2014
MBA, Human Resource Management
DeVry University 2005 — 2008
Bachelor’s Degree, Technical Management - Human Resource Management
Shawnee State University
West Union High School
Western & Southern Financial Group May 2012 - November 2013
Western & Southern Financial Group October 2011 - May 2012
Georgia Tech Athletic Association 2006 - 2010
Skills
Risk Management, Financial Planning, Teamwork, Investments, Customer Service, Wealth Transfer, Estate Planning, Whole Life, Universal Life, Retirement Planning, Wealth Transfer Planning, Strategic Financial..., Life Insurance, Management, Sales, Leadership, Insurance, Time Management, Analysis
Education
Georgia Institute of Technology 2006 — 2010
Bachelor of Science, Management
Mayor John Cranley's Young Professional Kitchen Cabinet (YPKC) 2011 - Present
College of Mount St. Joseph December 2012 - January 2015
Regional Economic Development Initiative (REDI) Cincinnati 2015 - 2015
Elementz Hip Hop Youth Arts Center February 2011 - December 2012
Public Allies June 2009 - June 2010
Community Building Institute at Xavier University 2009 - 2010
JPMorgan Chase February 2007 - July 2009
Western & Southern Financial Group March 2006 - February 2007
Richmond Chamber of Commerce 2005 - 2005
Skills
Asset Based Community..., Leadership, Public Speaking, Community Outreach, Curriculum Design, Program Development, Research, Grants, Non-profits, Event Management, Volunteer Management, Leadership Development, Nonprofits, Fundraising, Workshop Facilitation, Staff Development, Coaching, Marketing, Teaching, Community Development, Community Relations, Event Planning, Youth Leadership, Youth Work, Youth Programs, Youth Engagement, Youth Development, Youth Mentoring, Youth Empowerment, Development, Volunteering, Proposal Writing
Education
Walden University 2009 — 2011
MBA, Organizational Leadership
Eastern Kentucky University 2000 — 2005
BA, Public Relations
Sullivan Solar Power June 2015 - Present
Western & Southern Financial Group January 2015 - June 2015
Naval Exchange August 2011 - December 2014
University of San Diego September 2010 - May 2014
SeaWorld San Diego July 2008 - April 2011
Skills
Microsoft Office, Dreamweaver, Adobe, Team Leadership, Decision Making Skills, Excel, Access, Rhino, PowerPoint, Word, Zesty, Social Networking, Facebook, Social Media, Photoshop, Microsoft Word, Microsoft Excel, Teamwork, Customer Service, Research, Sales, Time Management
Education
University of San Diego 2010 — 2014
In Progress, Business Administration and Management, General
Grossmont College 2011 — 2011
Several Classes, Mathematics
Mesa Community College 2009 — 2010
Several Classes, Political Science and Government
Western & Southern Financial Group September 2014 - Present
Harrington Health July 2007 - August 2014
Redemtech May 2005 - July 2007
Cardinal Health May 1995 - May 2005
Borden North America Pasta May 1993 - May 1995
Limited Brands 1988 - 1993
Skills
Project Management, Process Improvement, Program Management, Change Management, Portfolio Management, Product Management, Account Management, Project Organization, PMO, Document Management, Knowledge Management, Strategy, SDLC, Business Analysis, Leadership, CRM, PMP, Management, Enterprise Software, IT Service Management, Project Planning, Forecasting
Education
Franklin University
BSBA, Business Administration
Project Management Institute
PMP, Project Management
Western & Southern Financial Group June 2014 - Present
Evergreen Properties of Michigan Inc October 2012 - January 2013
myNOWproducts January 2009 - January 2013
Tractor Supply Company June 2008 - June 2009
Skills
Online Advertising, E-commerce, Sales, Retail
Education
Grand Valley State University 2010 — 2013
Bachelor of Business Administration (BBA) in Finance, Finance, Graduated
Schwab Advisor Services May 2014 - Present
Schwab Performance Technologies October 2008 - May 2014
Schwab Performance Technologies April 2007 - October 2008
Western & Southern Financial Group May 2006 - April 2007
Skills
Sales, Relationship Management, CRM, Financial Services, Salesforce.com, Portfolio Management, Software Consulting, Strategic Consulting, Account Management, Wealth Management, Selling, Business Development, Process Improvement, Personal Financial...
Education
Gardner-Webb University 2002 — 2006
Bachelor's degree, Computer Science
Kinetic Concepts October 2013 - Present
Stryker Orthopaedics June 2012 - October 2013
Zimmer Orthopaedics January 2010 - June 2012
Barrette Outdoor Living January 2003 - January 2010
Western & Southern Financial Group January 2001 - January 2003
Sharon Regional Health System January 1998 - January 2001
Skills
Orthopedics, Medical Devices, Operating Room, Orthopedic, Surgical Instruments, Surgeons, Capital Equipment, Disposables, Sales Management, Market Development
Education
Gannon University 1993 — 1997
BA in psychology / minor in business
Western & Southern Financial Group February 2014 - Present
State Farm December 2013 - February 2014
State Farm Insurance October 2011 - November 2013
Allstate Insurance Company 2010 - 2011
Ford Motor Credit Company 2003 - 2009
Ford Motor Credit Company 2001 - 2003
Skills
Financial Analysis, Underwriting, Insurance, Risk Management, Team Building, Business Development, Management, Sales Management, Leadership, Training, Cross-functional Team..., Sales, Business Planning, Account Management
Education
Florida State University - College of Business
BS, Management
Robert Half Technology October 2014 - Present
Robert Half Technology June 2014 - October 2014
Robert Half Technology March 2013 - June 2014
Western & Southern Financial Group January 2012 - March 2013
Skills
Networking, Cold Calling, Customer Service, Management, Sales, Analysis, Software Documentation, Training, Recruiting, Account Management, Portfolio Management, Windows 7, Insurance, Policy, Project Management, Microsoft Word, Social Networking, Active Directory, Microsoft Office, Leadership, Team Leadership, Time Management, Customer Satisfaction, Access
Education
East Carolina University - College of Business 2007 — 2011
Bachelor of Business Administration (BBA), Marketing and Supply Chain Management
Colonial Heights High School
Nationwide Insurance December 2010 - Present
Nationwide Insurance December 2009 - December 2010
Nationwide Insurance October 2008 - December 2009
Nationwide Insurance December 2005 - October 2008
Western & Southern Financial Group October 2004 - November 2005
Skills
Marketing, Strategy, Customer Service, Process Improvement, Sales, Change Management, Security, Leadership, Human Resources, Accounting, Coaching, Program Management, Business Analysis, Strategic Planning, Insurance, Training, Team Building
Education
Franklin University 2009 — 2010
MBA, Business Administration
The Ohio State University 2003 — 2005
BS, Actuarial Science
United States Naval Academy 2000 — 2004
Circlevile High School
Lincare Holdings, Inc February 2015 - Present
Exel (via Procter and Gamble) February 2014 - February 2015
Fameccanica North America (temporary assignment via Crown Services Inc) November 2013 - January 2014
Western & Southern Financial Group October 2005 - October 2013
Hamilton County Park District March 1999 - September 2005
Skills
Customer Service, Microsoft Office, Microsoft Excel
Education
Georgetown College
General
University of Cincinnati
Bachelor of Arts, Personnel/Industriall Relations
Western & Southern Financial Group December 2014 - Present
Kaplan October 2012 - May 2014
Salmon P. Chase College of Law 2011 - May 2014
Legal Aid Society of Greater Cincinnati August 2013 - April 2014
Taliaferro, Carran & Keys, PLLC May 2013 - April 2014
Kenton County Courthouse May 2012 - August 2012
Lamb and Lamb Attorneys & Counselors, PSC February 2010 - September 2011
Old Navy October 2008 - January 2010
Notre Dame Academy June 2007 - August 2007
St. Elizabeth Medical Center September 2005 - May 2006
Skills
Time Management, Legal Writing, Facebook, Public Speaking, Outlook, PowerPoint, Social Media, Research, Social Networking, Microsoft Word, Superior Work Ethic, Civil Litigation, Legal Research, Hearings, Westlaw, Microsoft Office
Education
Northern Kentucky University—Salmon P. Chase College of Law 2011 — 2014
Doctor of Law (J.D.), Law
University of Louisville 2008 — 2010
Bachelor of Arts, Communication
American University of Rome 2008 — 2008
Eastern Kentucky University 2006 — 2007
PNC July 2013 - Present
Wells Fargo Advisors September 2010 - May 2013
Purdue University Calumet January 2012 - April 2012
VALIC July 2009 - August 2010
Ameriprise Financial September 2005 - August 2008
Western & Southern Financial Group January 2005 - May 2005
CUNA Mutual Group August 2003 - September 2004
MetLife Financial Services October 2001 - May 2003
H&R Block Financial Advisors (Ameriprise) January 1999 - August 2001
Prudential Financial May 1991 - January 1999
Education
Purdue University Calumet 2002 — 2005
MBA, Management
Governors State University 2001 — 2002
BA, Interdisciplinary Studies
Purdue University Calumet 1998 — 2001
A.S., Management
Thornton Fractional South 1975 — 1979
"Gifted", Leadership
ITOP Christian Academy June 2010 - Present
Western & Southern Financial Group January 2004 - June 2010
Gregory W. Spencer Funeral Directors, Inc. May 1999 - December 2007
Education
Grand Canyon University 2013 — 2015
Master of Education (M.Ed.), Educational Leadership and Administration, General
University of Phoenix 2007 — 2009
Bachelor of Science (B.S.), Business Management
St. Elizabeth Healthcare October 2014 - Present
University of Cincinnati February 2013 - October 2014
University of Cincinnati October 2011 - February 2013
University of Cincinnati July 2010 - October 2011
University of Cincinnati October 2008 - July 2010
ITT Technical Institute September 2007 - October 2008
Western & Southern Financial Group August 2006 - September 2007
Skills
CA ERwin r8, Microsoft Visio 2010, SAP Crystal Reports 2011, SAP ERP, Microsoft Access 2010, Microsoft Excel 2010, Microsoft Project 2010, Microsoft Word 2010, Microsoft PowerPoint..., Microsoft Visual Studio..., Eclipse SDK 3.5.2, SQL, UML, ETL, VBA Stored Procedures, Macros, Requirements Gathering, Data Modeling, Business Intelligence, Data Analysis, Financial Analysis, Process Improvement, Project Management, Strategic Planning, ITIL, Internal Controls, Access, MS Project, Visio
Education
University of Cincinnati - Carl H. Lindner College of Business 2009 — 2011
Master of Science (MS), Management Information Systems, General
Hanover College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ingersoll Rand April 2014 - Present
Western & Southern Financial Group February 2011 - April 2014
Trans-Continental Systems, Inc. April 2010 - February 2011
Skills
Full-cycle Recruiting, Organizational..., Human Resources, Employee Relations, Onboarding, Applicant Tracking..., Employee Engagement, Recruiting, Talent Acquisition, Performance Management, College Recruiting, Talent Management, New Hire Orientations, Organizational..., Succession Planning, HRIS, Conflict Resolution, Employee Benefits, Leadership, Time Management, Hiring, Training, Management, Performance Appraisal, Interviews, Change Management, Employee Training, Temporary Placement, Benefits Administration, Internet Recruiting, FMLA, Deferred Compensation, Organizational..., Resume Writing, Workforce Planning, Job Analysis, Personnel Management, Technical Recruiting, HR Policies, Sourcing
Education
Northern Kentucky University 2009 — 2012
Master of Science, Industrial-Organizational Psychology
Florida State University 2005 — 2009
Bachelor of Science, Psychology, Performance Management
Winter Springs High School
Western & Southern Financial Group February 2015 - Present
American Modern Insurance Group February 2003 - January 2015
Duke Energy Corporation April 2001 - February 2003
Fifth Third Bank November 1999 - April 2001
Electronic Data Systems, Inc. December 1995 - November 1999
Skills
COBOL, Visio, SDLC, DB2, SQL, Mainframe, CICS, Requirements Analysis, Requirements Gathering, Disaster Recovery, Software Documentation, JCL, IBM Mainframe, Testing
Education
Dickinson State University 1988 — 1990
Bachelor's degree, Business Administration/Computer Science, 3.8 on 4.0 scale
North Dakota State College of Science 1975 — 1977
Associate's degree, Industrial Electronics Technology/Technician, 3.0
Western & Southern Financial Group September 2014 - Present
Rob Black Insurance Inc., State Farm Insurance January 2013 - September 2014
Otto's August 2009 - December 2012
University of Cincinnati September 2008 - June 2010
Education
University of Cincinnati 2008 — 2010
Master of Arts (MA)
Grinnell College 2003 — 2007
Bachelor of Arts (BA)
Gillum Insurance June 2013 - Present
ATOMIC CREDIT UNION July 2011 - February 2013
Western & Southern Financial Group May 2006 - July 2011
Skills
Sales, Loans, Banking, Credit, Sales Management, Insurance, Mortgage Lending, Customer Service, Retail Banking, Account Management, Retirement Planning, Life Insurance, Investments, Fixed Annuities, Cold Calling, Direct Sales, Consumer Lending, Credit Analysis, Mutual Funds, Cross Selling, Long-term Care, Term Life Insurance, Critical Illness, Whole Life, Income Protection, Universal Life, Underwriting, Building Relationships, Commercial Insurance, Commercial Lines, Umbrella Insurance, Casualty, Homeowners, General Insurance, Pensions, Liability
Education
JACKSON HIGH SCHOOL 1995 — 1999
Diploma
Hocking College
Morton Learning Center, Life, Health, Variable Annuities, Property & Casualty Insurance
Dorsey Schools December 2013 - Present
Dorsey Schools April 2013 - December 2013
Dorsey Schools February 2012 - April 2013
Dorsey Schools November 2011 - February 2012
Dorsey Schools- Wayne/Westland May 2011 - November 2011
Dorsey Schools- Wayne-Westland July 2009 - May 2011
Western & Southern Financial Group January 2009 - July 2009
Western & Southern Financial Group 2007 - January 2009
Western and Southern December 2006 - January 2008
Skills
Recruiting, Career Counseling, Resume Writing, Interviews, Admissions, Adult Education, Building Relationships, CampusVue, Career Development, College Recruiting, Enrollment Management, Higher Education, Leadership Development, Sales, Staff Development, Time Management, Educational Leadership, Employee Training
Education
Eastern Michigan University 2000 — 2007
Olmsted Falls High School 1997 — 2000
Cleary University August 2013 - Present
Mindful Living PLLC August 2008 - Present
Brent Ewald General Agent (Self Employed) May 2008 - Present
MetLife December 2004 - May 2008
Western & Southern Financial Group June 2003 - December 2004
Chi-Chi's Restaurants February 2000 - May 2001
Wendy's June 1998 - February 2000
Burger King Corporation June 1993 - June 1998
Skills
Insurance, Employee Benefits, Customer Service, Training, Sales, Life Insurance, Term Life Insurance, Disability Insurance, Management, Health Insurance, Small Business, Underwriting, Analysis, Access, Human Resources
Education
Eastern Michigan University 2009 — 2012
MBA, Business Administration and Management, General
Michigan State University 1990 — 1995
BS Psychology, Psychology
Lutheran High Northwest
Washtenaw Community College
Studying Mandarian Chinese
Western & Southern Financial Group December 2012 - Present
Independant Music Professional January 1980 - Present
Berean Bible Church August 2011 - January 2013
FBC Westwego August 2009 - August 2011
Berean Bible Church August 2005 - October 2007
Nesbit'sCabinetmaking August 1981 - August 2007
White Dove Fellowship July 1999 - October 2003
Skills
Entertainment, Music Theory, Pianist, Music Industry, Musicians, Band, Music Education, Composition, Studio Recording, Songwriting, Sound, Vocal, Piano, Songs, Bands, Singing, Music
Education
New Orleans Baptist Theological Seminary 2007 — 2011
Bachelor of Arts (B.A.), Music Performance, General, 3.97
Loyola University New Orleans 1980 — 1981
in, Jazz/Jazz Studies, 3.95
Delgado Community College 1977 — 1980
Associate of Arts and Sciences (A.A.S.), Cabinetmaking and Millwork, 3.64 GPA
Commonwealth of Pennsylvania September 2012 - Present
UFinancial Group May 2012 - September 2012
Merrill Lynch Wealth Management September 2009 - March 2012
Western & Southern Financial Group March 2007 - March 2009
United States Army Reserve April 1999 - February 2009
The Princeton Review May 2005 - January 2007
Badger Sports Complex 1999 - 2003
Skills
Investments, Team Building, Customer Service, Insurance, Management, Training, Recruiting, Staff Development, Strategic Planning, Finance, Budgets, Marketing, Process Improvement, Microsoft Excel, Leadership, Change Management, Logistics, Teaching, Operations Management
Education
Penn State University 2010 — 2013
Master's, Business Administration
College For Financial Planning 2010 — 2011
CRPC, Chartered Retirement Planning Counselor
East Carolina University - College of Business 2005 — 2008
Master's, Business Administration
University of Wisconsin-Madison 1998 — 2001
Bachelor's of Science, Kinesiology
Efinancial October 2012 - Present
Western & Southern Financial Group August 2011 - August 2013
Unum July 2007 - July 2011
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas January 2004 - January 2005
Skills
Employee Benefits, Customer Service, Health Savings Accounts, Outlook, Account Management, Workshop Facilitation, Disability Insurance, Marketing, Recruiting, PowerPoint, Flexible Spending..., Training, Cold Calling
Education
IT Career Lab 2015 — 2015
IT Networking, Profecient
DeVry University-Illinois 1999 — 2003
Bachelor of Applied Science (B.A.Sc.), Business
US Armor School - Ft. Knox, KY 1989 — 1992
Cavalry Scout
Lane Tech
Western & Southern Financial Group December 2014 - Present
The Lodge Retirement and Assisted Living July 2014 - December 2014
Penklor LLC August 2012 - March 2013
TechSolve July 2006 - August 2012
Skills
Marketing Communications, Public Relations, Social Media, Event Planning, Marketing, Project Management, Public Speaking, Advertising, Team Building, Market Research, Operations Management, Strategy, Strategic Planning, Social Media Marketing, Change Management, Management, Photoshop, Leadership, Microsoft Office, Email Marketing
Education
Xavier University 2011 — 2012
Bachelor of Arts (B.A.)
Mother of Mercy High School 2004 — 2008
College Prep
Eastern Kentucky University
Fifth Third Bank October 2013 - Present
Menards October 2012 - October 2013
Western & Southern Financial Group August 2012 - October 2012
O'Brien Fitness Center June 2010 - August 2012
YMCA June 2010 - August 2010
Holy Cross College June 2009 - February 2010
Skills
PowerPoint, Access, Microsoft Word, Microsoft Excel, DAXKO, Interpersonal..., Dependable Team Player, Public Speaking, Public Relations, Sales
Education
Holy Cross College 2008 — 2012
Bachelor of Arts in Business
Penn High School
High School Diploma
AmericaFirst Capital Management, LLC July 2015 - Present
Forethought Financial Group, Inc. January 2013 - July 2015
The Hartford July 2011 - January 2013
Lincoln Financial Group June 2004 - July 2011
The Guardian Life Insurance Company of America September 2000 - March 2003
Western & Southern Financial Group April 1998 - September 2000
Skills
External Sales, Annuities, Public Speaking, Wholesaling, Mutual Funds, Relationship Cultivation, Series 7, Series 63, Time Management, Self-driven, Financial Markets, Organizer, Retirement Income..., Fixed Annuities, Retirement, Investments, Sales, Financial Advisory, 401k, Finance, Wholesale
Education
Eastern Illinois University 1991 — 1995
Bachelor of Science (B.S.), Business/Commerce, General
Adlai E. Stevenson Highschool 1987 — 1991
Frank Godbout October 2011 - Present
Okaloosa County Comprehensive Head Start December 2012 - January 2015
Okaloosa County Comprehensive Head Start June 2012 - January 2015
Western & Southern Financial Group November 2011 - May 2012
CHAN Healthcare Auditors August 2008 - May 2011
CIGNA Healthcare July 2007 - July 2008
LENOX June 2006 - July 2007
The Colvest Group LTD June 2004 - June 2006
Control Solutions International March 2004 - June 2004
Griffin Land and Nurseries, Inc. 1999 - 2004
Skills
Sarbanes-Oxley Act, Internal Controls, Auditing, Financial Reporting, Internal Audit, Accounting, Financial Analysis, GAAP, Sarbanes-Oxley, Forecasting, Budgets, General Ledger, Process Improvement, Financial Statements, Financial Accounting, CISA, IT Audit, Cost Accounting, Hyperion Enterprise, Financial Modeling, Financial Audits, Access
Education
Westfield State University 1987 — 1988
BA, Business Administration concentration accounting
Holyoke Community College 1982 — 1986
AS, Accounting
Western & Southern Financial Group October 2014 - Present
Western & Southern Financial Group October 2013 - Present
Keating Muething & Klekamp August 2012 - February 2013
Keating Muething & Klekamp April 2011 - October 2012
Keating Muething & Klekamp August 2010 - April 2011
South Carolina Legal Services May 2009 - May 2010
US Navy May 2008 - July 2008
Canan Law December 2005 - July 2006
Skills
Insurance, Personal Injury, Trials, Legal Research, Corporate Law, Legal Assistance, Class Actions, Mediation, Intellectual Property, Litigation Support, Torts
Education
University of South Carolina School of Law 2007 — 2010
JD
Flagler College 2002 — 2006
BA, Psychology; Pre-law
Spectrum Retirement Communities, LLC. December 2007 - Present
Beacon Financial Services August 2005 - July 2007
Western & Southern Financial Group June 2002 - August 2005
Golden Dawn Bar & Grill January 2002 - December 2002
Accurate Industries January 2001 - December 2001
Capital Welding, Inc. March 1990 - December 2000
Skills
Budgets, Seniors, Culinary Skills, Food Service, Team Building, Sanitation, Menu Development, Customer Service, Food Safety, Operations Management, Event Planning, Catering, Employee Relations, Leadership, Training
Education
Ferris State University 2015 — 2016
Bachelor of Business Administration (BBA), Business Administration and Management, Human Resources Management
Macomb Community College 2013 — 2015
Associate's degree, Business Administration and Management, General, 3.972 GPA
Schoolcraft College 1980 — 1983
Associate's degree, General Studies
Farmers Insurance September 2012 - Present
Western & Southern Financial Group June 2010 - May 2011
Union Central Life August 2008 - August 2009
Kulik Insurance May 2007 - August 2008
ING September 2006 - May 2007
New England Financial February 2006 - September 2006
Penn Mutual November 2004 - October 2005
Nationwide Provident September 2003 - November 2004
Provident Mutual/Nationwide December 1996 - September 2003
Provident Mutual May 1995 - December 1996
Skills
Insurance
Education
Grove City College 1980 — 1984
BS, BS Computer Systems/Mathematics/Business
Marietta Company April 2011 - Present
Suddenlink Communications January 2011 - Present
Western & Southern Financial Group May 2009 - January 2010
Huntington National Bank July 2003 - May 2009
Peoples Bank 2001 - 2003
Education
Franklin University 2005 — 2009
B.S., Management
Huggins Consulting Group, LLC August 2015 - Present
Iowa Lieutenant Governor Kim Reynolds November 2013 - August 2015
Huggins Consulting Group August 2012 - November 2013
Kum & Go August 2010 - August 2012
Aviva USA - (Now Athene) February 2009 - July 2010
Western & Southern Financial Group September 2002 - January 2009
Casey Family Programs 2001 - 2001
GuideOne Insurance 1997 - 2001
Metro Waste Authority 1994 - 1997
CMF&Z Public Relations 1988 - 1994
Skills
Media Relations, Internal Communications, Public Relations, Marketing Communications, Crisis Communications, Speechwriting and..., Issues Management, Public Affairs, Executive Communications, Digital Marketing..., Onsite Marketing..., Special Events, Marketing Strategy, Newsletters, Corporate Communications, Advertising, Direct Marketing, Social Media, Brand Development, Integrated Marketing, Strategic Planning, Leadership, Management, Marketing, Event Management, Sales, Public Speaking, Strategy, Budgets, Nonprofits, Fundraising, CRM, Editing, Program Management, Cross-functional Team..., Business Strategy, Speech Writing, Creative Direction, Project Management, Copywriting, Strategic Communications, Social Media Marketing, Community Engagement
Education
Drake University
Bachelor of Arts, Public Relations
University of Iowa - Henry B. Tippie College of Business
Master of Business Administration, Marketing
Sam's Club August 2015 - Present
Sam's Club March 2014 - August 2015
Sam's Club March 2012 - March 2014
Sam's Club July 2011 - March 2012
Starbucks December 2009 - July 2011
Walmart July 2006 - December 2009
Western & Southern Financial Group August 2004 - July 2006
Winegardner & Hammons August 2000 - August 2004
Skills
Succession Planning, Talent Management, Employee Engagement, Human Resources, Performance Management, Leadership Development, Talent Acquisition, Employee Relations, Strategy, Change Management, Workforce Planning, Personnel Management, Leadership, Coaching, Onboarding, Technical Recruiting, HRIS, Management, Recruiting, Retail, Employee Benefits, Deferred Compensation, HR Policies, Labor Relations, Interviews
Education
University of Cincinnati 2005 — 2010
M.A., Human Resources
Georgetown College 1995 — 1999
B.A., Communication / Psychology
Western & Southern Financial Group July 2001 - Present
Skills
Project Management, Strategic Planning, Insurance, Management, Program Management, Enterprise Software, SDLC, Product Development, PMP, Vendor Management, Cross-functional Team..., Process Improvement, Project Planning, Finance, Leadership, Business Analysis
Education
Western Carolina University 2003 — 2005
MPM, Project Management
Eastern Kentucky University 1984 — 1985
MA, Industrial & Community Services Counseling
Northern Kentucky University 1979 — 1983
BS, Business Management
C K Insurance Solutions May 2011 - Present
Western & Southern Financial Group March 2009 - April 2011
Skills
Commercial Insurance, Insurance, Legal Liability, Property & Casualty..., Customer Service, Sales, Brokers, General Insurance, Life Insurance, Risk Management, Underwriting, Liability, Health Insurance
Education
Florida Technical College 2005 — 2007
Associate's Degree, Computer Science, A
INC Research September 2013 - Present
INC Research July 2011 - September 2013
Kendle International January 2010 - July 2011
Kendle International November 2008 - September 2009
Cadre May 2007 - June 2008
Western & Southern Financial Group April 2007 - May 2007
LPK April 2006 - October 2006
Ameriprise Financial May 2005 - March 2006
Skills
Database Management, Salesforce.com, Positive Team Player, Data Entry, Reliability, Multi Tasking, Customer Experience, Superior Organization, Problem Solving, Creative, Business Analysis, Microsoft Office, Dashboarding, Salesforce Reporting, Training, Communication Skills, New Business Development, Sales Support, Salesforce.com..., Troubleshooting, Employee Training, Salesforce.com..., Salesforce Training, Business Development, Sales, Business Intelligence, Sales Operations, Customer Service, Pharmaceutical Industry, Process Improvement, CRM
Education
Fairmont State University 2000 — 2005
Bacholer's Degree, Business Administrative
MEB Inc January 2009 - Present
Family Ministries November 2007 - January 2009
Western & Southern Financial Group December 2005 - November 2007
Studsvik December 2003 - December 2005
General Creation Toys March 2001 - December 2003
Business Information Systems January 2000 - March 2001
Skills
Computer Hardware, HTML, Customer Service, Web Design, Networking, Web Development, Microsoft Office, Network Administration, Linux, Computer Repair, MySQL, Financial Accounting, Accounts Payable, Account Reconciliation, Network Security, Wireless Networking, Network Design, VMware, Navision, QuickBooks, Microsoft Excel, Teaching, Access, Microsoft Word
Education
King University 2015 — 2016
Bachelor of Science (B.S.), Information Technology with a concentration in Cyber Security
ITT Technical Institute-Johnson City 2012 — 2014
Associate of Applied Science degree, Network and System Administration/Administrator
East Tennessee State University 1995 — 1997
Bachelor of Business Administration (B.B.A.), Accounting
Science Hill High School 1986 — 1989
Western & Southern Financial Group February 1980 - Present
US Navy February 1973 - March 1993
Skills
US Naval Aviator, IT Management
Education
Eastern Kentucky University 1968 — 1973
Bachelor of Science (BS), Trade and Industrial Teacher Education
Western & Southern Financial Group Insurance AgentUnited Insurance Company of AmericaNovember 2014 - June 2015
Western & Southern Financial Group September 2013 - November 2014
Monumental Life Insurance 2007 - 2009
United Insurance Company of America 2002 - 2007
Aaron's, Inc September 2001 - December 2002
Creative Financial Staffing (CFS) September 2000 - May 2001
Smyth Systems November 1998 - August 2000
Skills
Sales, Profit, Sales Management, Retail, Inventory Management, Customer Satisfaction, Merchandising, Customer Service, Visual Merchandising, Inventory Control, Team Building, Account Management, Marketing, Final Expense Planning, Licensed Life & Health..., Property & Casualty..., Recruiting, Employee Training
Education
Hondros College 2002 — 2003
LAH & P&C licenses, Life insurance, property and casualty insurance
Canton Central Catholic 1974 — 1978
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
The University of Akron
Polished Outdoor Lighting & Construction July 2013 - Present
Outdoor Lighting by Landscape Design First March 2012 - May 2013
Western & Southern Financial Group December 2010 - July 2011
JPMorgan Chase December 2007 - January 2008
JPMorgan Chase September 2007 - January 2008
Skills
Sales, Small Business, Account Management, Direct Sales, Marketing, Cold Calling, Sales Presentations, Selling, New Business Development, Marketing Strategy, Customer Service, Trade Shows, Sales Management, Sales Process, Finance, Social Media Marketing, Leadership, B2B, Team Building, Customer Retention, Life Insurance, Fixed Annuities, Recruiting, Negotiation, Salesforce.com, Insurance, Training, Retirement Planning, Team Leadership, Strategic Planning, Lead Generation, Sales Operations, Health Insurance, Employee Benefits, Social Media, Coaching
Education
Franklin University 2008 — 2013
Business Management
Westerville North High School 1999 — 2001
Franklin Middle?
Accenture March 2012 - Present
Encourageville October 2008 - Present
Youth Guidance August 2011 - March 2012
Chicago Career Tech June 2011 - November 2011
Leo Burnett June 2011 - August 2011
The Boeing Company September 2001 - January 2009
Western & Southern Financial Group October 2000 - February 2001
Northern Kentucky University December 1997 - October 2000
Skills
SEMPO Certified (Search..., CeMA (Certified..., Graphic Design Expert, Photoshop, PowerPoint, InDesign, Illustrator, Outlook, Excel, Graphic Design, QuarkXPress, SEM, Word, Adobe Acrobat, Adobe Creative Suite, Microsoft Office, Web Design, Social Media Marketing, Social Media, Facebook, Wordpress, Newsletters, Email Marketing, Social Networking, Layout, Logo Design, Mac, Windows, Brand Development, Brochures, Microsoft Excel, Microsoft Word, WordPress, Corporate Branding, Public Relations, Graphics
Education
Florida Atlantic University 1990 — 1992
BFA, Graphic Design
Dillard High School 1981 — 1984
Tribeca Flashpoint Media Arts Academy
Certification, Social Media Marketing
independent consultancy March 2011 - Present
Western & Southern Financial Group May 2008 - March 2011
Villeroy & Boch August 1998 - May 2007
Black & Decker 1994 - 1997
Estee Lauder 1990 - 1992
Education
Universidad Metropolitana 1993 — 1994
Marketing Management
Fundación Universidad de Bogotá 'JorgeTadeo Lozano' 1978 — 1981
Technical Degree, Decoration and Architectural Drawing
Universidad Metropolitana (VE) 1973 — 1977
BA, Modern Languages
Gold Coast, FL
CAM, Community Association Manager
Saucon Valley Country Club April 2014 - Present
Infiniti of Englewood June 2009 - September 2010
Western & Southern Financial Group February 2008 - September 2008
United States Marine Corps June 2004 - August 2007
Skills
PowerPoint, Microsoft Excel, Golf, Sales, Customer Service, Leadership, Microsoft Office, Microsoft Word, Public Speaking, Selling, Social Media, Time Management
Education
Pennsylvania State University-Penn State Lehigh Valley 2012 — 2013
Dutchess Community College 2010 — 2011
N/A, Economics, Deans list and Presidents list
Western & Southern Financial Group March 2013 - August 2014
Alvis -Kilby Lumber & Hardware 1976 - 2012
Skills
Construction Management, Project Estimation, Building Materials, Plumbing, Sales Management, Paint, Carpentry, Contract Negotiation
Education
East Tennessee State University 1980 — 1982
Associate's degree, Building Construction Technology
Dobyns Bennett High School 1977 — 1979
Jump Supply September 2013 - May 2015
Western & Southern Financial Group October 2007 - January 2013
Fidelity Investments February 2005 - September 2007
Morgan Stanley October 2003 - August 2004
Custer, Grand Rapids May 1998 - May 2002
US Navy Reserve July 1993 - July 1999
The Southwestern Company April 1996 - August 1998
Cintas August 1996 - May 1997
US Navy October 1992 - July 1993
US Navy July 1991 - October 1992
Skills
Traders, Compliance oversight, Bonds, Options, Equity Trading, Alternative Investments, Error correction, New Accounts, Margin, Precious Metals, Bank Wire, Pershing, NFS, Fidelity, Merlin, Negotiation, Market Maker, Strategic Planning, Monte Carlo Simulation, Financial Planning, Mutual Funds, Life Insurance, Pension Planning, Retirement Planning, Strategic Financial..., Leadership, Sales, Sales Operations, Management, Budgets
Education
Liberty University 2011 — 2013
MBA
Liberty University 2009 — 2011
Master of Arts
Grand Valley State University 1995 — 1998
BS
Columbus Life Insurance Company July 2013 - Present
Western & Southern Financial Group February 2011 - Present
Alliance Data October 2000 - February 2011
Milford Exempted Village Schools January 2000 - August 2000
Towne Properties Inc. August 1993 - August 2000
Perrin & Reppert (Columbus, OH) August 1981 - August 1982
Schwenker, Cloud and Cesner (Columbus, OH) May 1980 - August 1981
Merriman & Sutherly Inc. May 1975 - March 1980
Skills
Microsoft Office 2003 &..., Lotus Notes, Office 365, Microsoft Excel, Microsoft Word, Siebel System, ALIS, PROD 5, CLICK, Transcription
Education
Franklin University 1980 — 2013
Bachelor of Business Administration (B.B.A.), Currently finishing degree started in 1980
Walnut Ridge High School
Scarlet Oaks
Completed travel agent certification program
Hocking County Insurance Services May 2013 - Present
Western & Southern Life April 2012 - Present
Western & Southern Financial Group April 2012 - May 2013
Little Caesars of Logan December 2009 - February 2012
Skills
Insurance, Life Insurance, Health Insurance, General Insurance, Sales, Property & Casualty..., Customer Service, Direct Sales, Sales Management, Account Management, Marketing, Microsoft Office, Selling, Microsoft Excel, Cold Calling, Call Centers, Customer Retention
Education
Hocking College 2005 — 2008
Associate's degree, CAD/CADD Drafting and/or Design Technology/Technician
Mercy Health (formerly Catholic Health Partners) June 2014 - Present
Mercy Health (formerly Catholic Health Partners) December 2012 - June 2014
Omnicare October 2011 - December 2012
Western & Southern Financial Group May 2011 - October 2011
Western & Southern Financial Group November 2009 - May 2011
Western & Southern Financial Group January 2007 - February 2010
Western & Southern Financial Group November 2003 - December 2006
Fidelity Investments October 1995 - October 2002
Skills
401k, Finance, Defined Benefit, Process Improvement, Auditing, Retirement, Employee Benefits, Retirement Planning, Analysis, Microsoft Excel, Microsoft Access, SQL, Toad, 409A, Defined Contribution, Non-Qualified Deferred..., 457 Plans, Budget Process, Retirement Strategy, COBRA, 403b, Church and ERISA..., Split Dollar Life..., Project Management, Change Management, Customer Service, Scorecards, HTML, Javascript and CSS, Payroll, ADP and Peoplesoft, Sarbanes-Oxley, Executive Compensation..., Compliance, SPDs and Plan Documents, Relational Databases, Photoshop and Lightroom, Business Continuity and..., Strategic Financial..., Internal Audit, Executive Pay, Investments, Insurance
Education
Xavier University 2000 — 2003
MBA, Business Administration
Eastern Kentucky University 1992 — 1994
B.S., Management
Western & Southern Financial Group October 2013 - Present
Skills
Insurance, Retirement, Small Business, Term Life Insurance, Fixed Annuities, Life Insurance, Whole Life, Disability Insurance, Long-term Care, Mortgage Lending, Universal Life, Long Term Care Insurance, Health Insurance, IRAs, Loans, Customer Service, Licensed Life & Health..., Retirement Planning, Roth IRA, Commercial Insurance, Property & Casualty..., Umbrella Insurance, Critical Illness, Key Person Insurance, College Savings Plans, Buy-sell Agreements, 401k Rollovers, Licensed Life Insurance..., Homeowners, Accident, Life & Health Insurance..., Licensed Property &..., General Insurance, Renters, Estate Planning, Casualty, Commercial Lines, Employee Benefits, Liability, Health Savings Accounts, Medicare, Professional Liability, Permanent Life Insurance, Motorcycle, Employment Practices..., Personal Financial..., Agents
Education
David N. Myers University 2003 — 2004
Accounting
Oberlin High School 1977 — 1980
Joint Vocational School, Accounting
Newton & Associates March 2011 - Present
Western & Southern Financial Group November 2009 - February 2011
Skills
Customer Service, Team Building, Strategic Planning, Program Management, Analysis, Negotiation, Project Management, Public Speaking, Microsoft Office, Sales, Retirement Planning, PowerPoint, Marketing, Employee Relations, Employee Benefits, Health Insurance
Education
Georgia State University
BBA, Marketing
Town Money Saver April 2013 - Present
Ridge Tek Solutions,LLC August 2011 - Present
TechSkills February 2011 - Present
Western & Southern Financial Group April 2012 - March 2013
Robert Half Technology January 2012 - January 2012
Midmark corp June 2010 - February 2011
CLASSIC CARRIERS April 2010 - February 2011
NK SPORTS GROUP, LLC June 2005 - March 2010
Bodymasters 2005 - 2009
NEBULA FITNESS, INC January 1990 - January 2004
Skills
A+ Certified, Network + Certified, Structural cabling
Education
TECHSKILLS 2011 — 2012
Information, Technology Systems Administrator, A+, Network+
tech skills 2011 — 2012
A+,network +,MCITP, It Microsoft systems administration
Versailles High School 1979 — 1982
Edison Community College
Law Office of James D. Adkins and Associates July 2013 - Present
CareerBuilder.com September 2005 - Present
Southland Financial Services, Inc. May 2001 - September 2005
Ameriprise Financial Services, Inc. December 1999 - May 2001
Western & Southern Financial Group 1998 - 2001
Fort Washington Investment Advisors October 1999 - December 1999
Capital Analysts Incorporated September 1998 - October 1999
Western & Southern Financial Group 1995 - 1998
Evirite Corporation 1991 - 1994
Skills
Talent Management, Sales, Business Development, Recruiting, Account Management, Finance, Recruitment Advertising, Leadership, Talent Acquisition, Contract Negotiation, Insurance, Business Strategy, Internet Recruiting, Negotiation, Marketing, Consulting, Management, Corporate Law, Business, Benefits Negotiation, Human Resources, Strategy, Business Planning, Corporate Finance, Business Analysis, Building Relationships, Corporate Social..., Interviews, Sales Process, Real Estate, Corporate Governance, Staffing Services, Compliance, Corporate Structure, Civil Litigation, Litigation, Landlord Tenant Disputes, Landlord-Tenant..., Breach Of Contract, Family Law, Criminal Defense..., Personal Injury..., Visitation Rights, Divorce Law, Real Estate Transactions, Legal Research, Legal Writing, Legal Advice, LexisNexis, Westlaw
Education
Dominican University 2008 — 2013
MBA, Master of Business Administration, Business
The John Marshall Law School 2008 — 2012
JD, Juris Doctor, Law
The American College 1998 — 2001
LUTCF, CLU, ChFC, Financial Planning; Insurance, investments
Saint Xavier University 1990 — 1994
BA, Business Administration/Marketing
Moraine Valley Community College 1984 — 1987
AS, Chemistry
Vantiv August 2014 - Present
Citi October 2012 - August 2014
Vantiv May 2010 - October 2012
Western & Southern Financial Group August 2009 - May 2010
Fidelity Investments April 2007 - February 2009
Fidelity Investments October 2005 - April 2007
Fidelity Investments October 2003 - October 2005
Fidelity Investments September 1999 - October 2003
Fidelity Investments June 1996 - September 1999
National City Bank January 1993 - June 1996
Skills
Program Management, Cross-functional Team..., Leadership, Team Leadership, Management, Project Management, Six Sigma, Mentoring, Strategy, Process Improvement, Coaching, Team Management, Waterfall, Process Management, CRM, Agile & Waterfall..., Change Management, Agile Project Management
Education
Xavier University
Master of Business Administration, Business
Thomas More College
Bachelor of Arts, Economics and Business Administration
Hanover College
Bachelor of Arts, Business Administration
LaSalle High School
Diploma, College Prep
Ohio National Financial Services August 2015 - Present
Ohio National Financial Services April 2014 - August 2015
Ohio National Financial Services August 2013 - April 2014
Western & Southern Financial Group October 2009 - August 2013
Alpha Kappa Lambda July 2008 - October 2009
Erie Insurance Group June 2007 - April 2008
Skills
Insurance, Financial Reporting, Actuarial Science
Education
Edinboro University of Pennsylvania 2004 — 2008
Bachelor's degree, Math with an Actuarial Concentration and Economics, 3.88
Society of Actuaries
DPL Financial Partners January 2015 - Present
Jefferson National March 2011 - May 2014
Sinclair Retirement Counseling / dba Cooper Sinclair Financial May 2009 - October 2013
AEGON Americas April 2008 - August 2009
American Fidelity June 2004 - January 2007
Western & Southern Financial Group March 2003 - June 2004
Shenandoah Life Insurance Company January 2001 - March 2003
Skills
Series 7, Series 63, Series 65, Mutual Funds, Variable Annuities, Variable Life, Life Insurance, Financial Services, Strategic Financial..., Financial Product..., Key Account Management, Sales, Sales Management, Direct Sales, Salesforce.com, Financial Planning
Education
Hanover College 1992 — 1996
Bachelor of Arts (BA)
Anderson High School
Texas Tech University / INFRE
Certified Retirement Counselor designation, Financial Planning and Services
Transamerica Agency Network, Inc. March 2013 - Present
Western & Southern Financial Group December 2011 - March 2013
Bell & Washington LLP January 2011 - December 2011
Genesis II March 2008 - December 2010
Emory University August 2007 - May 2009
Skills
Insurance, Public Speaking, Leadership, Data Analysis, Microsoft Office, Fundraising, Microsoft Word, Research, Event Planning, Risk Management, Human Resources, Community Outreach, Social Networking, PowerPoint, Customer Service, Nonprofits, Interviews, Sales, Team Building, Sales&Marketing, Volunteer Management, Prospecting Skills, Political Strategy, Term Life Insurance, Cold Calling, Estate Planning, Education, Tutoring, Communication, Health Insurance, Life Insurance, Umbrella Insurance, Business Development, Marketing Strategy, General Insurance, Fixed Annuities, Universal Life, Recruiting
Education
Emory University 2007 — 2011
Bachelor of Arts, Political Science
Oxford College 2007 — 2009
Associates, Liberal Arts
William R Boone High School 2003 — 2007
High School Diploma, Law Magnet
Atomic Credit Union May 2015 - Present
Atomic credit union February 2013 - Present
Western & Southern Financial Group November 2011 - December 2012
Skills
Customer Service, Credit, Loans, Sales, Finance, Financial Services, Variable Annuities
Education
Hondros College of Business 2011 — 2011
Health and Life Insurance License and Certification, Insurance
Central Crossing high school 2002 — 2004
High school, High School/Secondary Diplomas and Certificates
Dean Miller Broadcasting Corporation June 2005 - Present
V-Tech Communications June 2004 - May 2005
Western & Southern Financial Group 2004 - 2004
Skills
Sales, New Business Development, Sales Management, Marketing Strategy, Account Management, Operations Manager, Online Advertising, Marketing, Digital Marketing, Lead Generation, Marketing Management, Direct Marketing, B2B, Social Media Marketing, Advertising
Education
Edison Community College 2002 — 2004
Indian Lake High School 1975 — 1988
Jackson Hewitt Tax Service Inc. 2002 - Present
Merrill Lynch January 1999 - Present
Dulin, Ward and DeWald, Inc. (DWD CPAs & Advisors) 2014 - 2015
Miller CPA Group, LLC 2014 - 2014
Western & Southern Financial Group 2007 - 2008
New York City Housing Authority (NYCHA) 2001 - 2007
Merrill Lynch 1997 - 2001
Skills
Accounting, Financial Analysis, Financial Reporting, Tax, Income Tax, Financial Accounting, Tax Accounting, Cost Accounting, Auditing, Client Services, Customer Service, Bookkeeping, Sarbanes-Oxley Act, Account Reconciliation, Accounts Receivable, General Ledger, Budgets, Revenue Tracking, Invoicing, Project Management, Time Management, Leadership, Public Speaking, Collaborative Problem..., Critical Thinking, Interpersonal..., Teamwork, Research, Recordkeeping, Data Management, QuickBooks, Windows, Microsoft Office, Fixed Assets, UltraTax, File Cabinet, Peachtree, Pro System FX, Creative Solutions...
Education
Pace University
Master of Business Administration (M.B.A.), Management Science
Indiana Wesleyan University
Bachelor of Science (B.S.), Accounting
Fairleigh Dickinson University
Bachelor of Arts (B.A.), English
Royal Daughters of GOD (RDOG) September 2014 - Present
Efficient Estates, Inc. July 2013 - Present
YWCA Metropolitan Chicago 2013 - Present
JGH Capital Investments, LLC October 2011 - Present
GHPCG January 2009 - July 2013
Black Rhino Financial Group October 2007 - October 2009
Western & Southern Financial Group December 2005 - January 2007
Re/Max December 2002 - April 2006
Heritage Community Bank September 1999 - September 2004
Skills
Retirement, Insurance, Estate Planning, Business Continuity..., Corporate Tax Planning, Business Tax Planning, Personal Tax Planning, Investments, Retirement Savings, Strategic Financial..., Retirement Planning, Financial Planners, Fixed Annuities, Life Insurance, Finance, Risk Management, Disability Insurance, Financial Services, Employee Benefits, Analysis, Wealth, Financial Analysis, Financial Planning
Education
DeVry University-Illinois 2008 — 2014
BS/BA, Finance
Western & Southern Financial Group December 2004 - Present
Deaconess Long Term Care September 2001 - November 2004
Fluor Daniel Global Engineering & Construction August 1994 - September 2001
Skills
Human Resources, Employee Relations, Recruiting, New Hire Orientations, Management, Policy, FMLA, Onboarding, Time Management, Insurance, Employee Engagement, Training, Disability Insurance, HR Policies, Conflict Resolution, Strategic Planning, Benefits Administration, Customer Service, Management Development, Employee Handbooks, Change Management, Applicant Tracking..., Process Improvement, Project Management, Employee Benefits, Compensation & Benefit, Interviews, Health Insurance, Hiring, Customer Retention, Payroll, Leadership, Personnel Management, Employee Training, Temporary Placement, Internet Recruiting, Career Development
Education
Miami University
BS, Personnel and Employment Relations
Glendale Community College
Major, Business Administration and Management, General
Western & Southern Financial Group 2014 - January 2015
Russell Cellular 2011 - 2012
Aflac 2008 - 2011
Skills
Sales, Sales Management, Marketing, Advertising, Social Networking, Social Media Marketing, Outside Sales, Retail Sales, Customer Retention, Wireless, Retail, Customer Satisfaction, Quotas, Sales Process, Time Management, Customer Service, Networking, Cold Calling, Direct Sales, Sales Operations, Selling, Account Management, B2B, Sales Presentations, Insurance, Customer Experience, Management
Education
Davenport University 2007 — 2015
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General, 3.4
Delta College 1997 — 2014
Associate's degree, Marketing/Marketing Management, General, 3.4
Veritiv (formerly xpedx) December 2013 - Present
Western & Southern Financial Group March 2008 - July 2013
eInstruction May 2005 - February 2008
Freelance Designer 2003 - 2005
Digineer 2000 - 2002
Skills
Graphic Design, Marketing Communications, Photoshop, Adobe Creative Suite, Dreamweaver, Web Design, Marketing, Social Media Marketing, Interaction Design, Flash, Illustrator, Email Marketing, HTML, Motion Graphics, Video Editing, Video Effects, User Interface Design, After Effects, Integrated Marketing, Web Content Management, CSS, Graphics, CMS, Creative Direction, Art Direction, Information Architecture, Multimedia, jQuery, Web Development, Video, Premiere, Digital Marketing, Animation, HTML 5, WordPress, HTML5, User Experience, User Interface, Layout, Project Management, Usability, Mobile Applications
Education
Eastern Kentucky University
BFA, Graphic Design
Eastern Kentucky University
Bachelor's degree, Graphic Design
Western & Southern Financial Group April 2010 - Present
Western & Southern Financial Group 2010 - Present
American Red Cross August 2003 - Present
Skills
COMMUNICATION, Marketing, Insurance, Life Insurance, Sales, Customer Service, Retirement Planning
Education
D. Russell Lee 1989 — 1990
Licensed Practical Nurse, Nursing
Hondros College of Business
Insurance
Miami University
AIG Financial Network May 2011 - Present
Western & Southern Financial Group January 2009 - April 2011
Monumental Life Insurance/ Transamerica Agency Network December 1997 - January 2009
Skills
Life Insurance..., Auto, Home, Life and..., Customer Service, Life Insurance, Sales Management, Term Life Insurance, Disability Insurance, Fixed Annuities, Team Building, Health Insurance, Microsoft Office, Microsoft Excel, Accident, Microsoft Word, Insurance, Whole Life, Strategic Financial..., Long-term Care, Financial Analysis, Leadership, Brokers, Sales, Retirement, Long Term Care Insurance, Underwriting, 401k, Universal Life, Retirement Planning, Financial Planners, Account Management, Critical Illness, Commercial Insurance, Property & Casualty..., IRAs, Small Business, Employee Benefits, Financial Services, Financial Planning
Education
Triton College 1998 — 1999
Federal University of Technology Akure 1987 — 1992
Bachelor of Technology (B.Tech.), Agricultural Business Technology
Western & Southern Financial Group 1990 - Present
Skills
Fixed Annuities, Life Insurance, Insurance, Long-term Care, Health Insurance, Strategic Financial..., Banking, Financial Analysis, Credit, Employee Benefits, Small Business, Teaching
Education
Fayetteville Technical Community College 2011 — 2012
Associate's degree, Early Childhood Education and Teaching
University of Phoenix 2008 — 2012
Bachelor of Applied Science (B.A.Sc.), Psychology
State Farm January 2015 - Present
Western & Southern Financial Group February 2009 - January 2015
Skills
Sales, Insurance, Leadership, Team Building, Marketing, Customer Service, Microsoft Office, Microsoft Excel, Strategic Planning, Microsoft Word, Public Speaking, Training, Sales Management, New Business Development, Coaching, Outlook, Property, Research, Project Management, Process Improvement
Education
Miami University 1998 — 2000
Bachelor's degree, Sport and Fitness Administration/Management
Eastern Kentucky University 1995 — 1998
EY March 2015 - Present
CoStar Group February 2014 - March 2015
Western & Southern Financial Group January 2012 - December 2013
Western & Southern Financial Group January 2011 - November 2012
East Carolina Ear, Nose and Throat- Center for Head and Neck Surgery May 2009 - November 2011
Skills
Leadership, Sales, Microsoft Excel, Financial Analysis, Sales Management, Team Management, Investment Strategies, Staff Development, Benefits Management, Needs Analysis, Risk Assessment, Succession Planning, Commercial Real Estate..., Commercial Real Estate..., Market Research, Marketing, Management, Customer Service, Strategic Planning, Investments, PowerPoint, Finance, Social Networking, Microsoft Office, Social Media, Cold Calling
Education
East Carolina University - College of Business
Bachelor's degree, Management- Concentration in Finance
Adecco Group September 2013 - Present
Dow Corning May 2010 - October 2012
Dow Corning June 2009 - May 2010
Western & Southern Financial Group June 2007 - June 2009
Red Lobster 2001 - 2007
Skills
Marketing, Customer Service, New Business Development, Business Strategy, Recruiting, Logistics, Marketing Strategy, Leadership, Sales Management, Cross-functional Team..., Strategic Planning, Product Development, Team Building, Market Research, Account Management, Key Account Management, Sales, Analysis, Strategy, Management, Competitive Analysis, Change Management, Process Improvement, CRM, Team Leadership, Pricing, Business Development, Business Planning, Training, Interviews, SAP, Contract Negotiation, Negotiation, Forecasting, B2B, Sourcing, Six Sigma, Inventory Management, Communication Skills, Communication
Education
Northwood University 2012 — 2013
Bachelor of Business Administration (BBA), Marketing
Delta College 2009 — 2012
Associate's degree, Business Administration and Management, General
John Glenn
Baptist Medical Center December 2013 - Present
Lender Processing Services, Inc. (LPS) October 2012 - October 2013
CTI Resource Management Services, Inc. March 2008 - October 2012
Western & Southern Financial Group November 2007 - March 2008
US Navy September 1997 - October 2007
Skills
Risk Management, Business Analysis, Financial Services, SDLC, Banking, Vendor Management, Portfolio Management, Process Improvement, Visio, Mortgage Lending, Business Requirements, Financial Analysis, Project Management, Credit, Requirements Gathering, ITIL, Integration, IT Service Management, Information Technology, Management, Access, Budgets, PMO, Project Portfolio..., Call Centers, Data Analysis, Leadership, SharePoint, IT Strategy, Team Leadership, MS Project, PMP, Customer Service, Relationship Management, Training, Resource Management, IT Management
Education
Grantham University 2013 — 2015
Masters of Health Systems Management, Health Services Administration, 3.75
University of Phoenix 2005 — 2007
Bachelors of Science, Business Administration and Management, General
Western & Southern Financial Group June 2013 - August 2013
GE July 2010 - July 2012
GE Power & Water May 2009 - August 2009
GE Aviation May 2008 - August 2008
The Great Game of Business May 2007 - July 2007
Skills
Six Sigma, Cross-functional Team..., Manufacturing, Program Management, Operations Management, Project Planning, Forecasting, Business Development, Leadership Development, Power Plants, Financial Modeling, Financial Analysis
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.), General Management
University of Notre Dame 2006 — 2010
BS, Mechanical Engineering, 3.83
VPAR Live Golf Scoring/ R2IT May 2014 - Present
R2 Innovative Technologies 2009 - Present
JP Sports + Entertainment, LLC 2015 - 2015
Xtreme Brands August 2013 - May 2014
Bruno Event Team January 2013 - August 2013
Western & Southern Financial Group May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Social Media, Event Management, Social Media Marketing, Event Planning, Sales
Education
Florida State University 2007 — 2012
Bachelor of Science (BS), Sports Management
Georgia Benefits Inc. November 2012 - Present
Western & Southern Financial Group October 2011 - October 2011
McGarity's Business Products October 2009 - June 2011
McGarity's Business Products October 2009 - June 2011
AdzZoo December 2009 - March 2011
Atlanta Office Machines October 2004 - September 2009
Canon Business Solutions January 2001 - January 2004
Canon Business Solutions 2001 - 2004
Georgia Pacific January 1999 - January 2001
Canon USA INC January 1984 - January 1999
Skills
Direct Sales, Sales, Cold Calling, Marketing, Sales Operations, Recruiting, Customer Satisfaction, Sales Presentations, Insurance, Contract Negotiation, Advertising, Small Business, Trade Shows, Team Management, Employee Benefits, Networking, Account Management, New Business Development, Sales Management, Social Media Marketing, Lead Generation, Marketing Strategy, Sales Process, Customer Retention, Selling, Customer Service, Leadership, Team Building, Time Management
Education
Georgia State University 1996 — 1999
Bachelor, Business Administration / Marketing
Georgia State University 1994 — 1998
B.S., Marketing
Dekalb College 1993 — 1995
Associate of Arts, Business Administration
Western & Southern Financial Group July 2014 - Present
W&S Financial Group Distributors 2014 - 2015
Prudential Financial March 2014 - July 2014
VALIC June 2013 - December 2013
Allstate June 2005 - July 2012
A.G. Edwards & Sons, Inc. January 2001 - June 2005
UBS July 1997 - January 2001
Rent-A-Center August 1986 - February 1996
Education
Eastern Kentucky University 1980 — 1982
Business Management / Industrial Education Technology
Database Administration/Programming/Systems Analysis 1987 - Present
Analytical/Problem Solving/Leadership 1987 - Present
Sales/Marketing/Organizational 1987 - Present
Teaching/Facilitation 1998 - Present
EMPLOYMENT HISTORY 1987 - Present
Western & Southern Financial Group June 2013 - Present
Boone County Schools December 2008 - May 2013
BeautiControl 2007 - 2010
Huff Realty March 1998 - March 2003
Great American Insurance April 1988 - September 2001
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Teaching, Public Speaking, Customer Service, English, Tutoring, Teamwork, Relational Data Modeling, Database Administration, Business Analysis, Business Requirements..., Business Process..., Application Lifecycle..., Service Management, Project Management, Time Management, Training, Facilitating, Smart Notebook, Smart Slate, Prezi, COBOL, JCL
Education
Northern Kentucky University 2011 — 2012
Candidate for Masters of Arts in Teaching, Middle School Science
Georgetown College 1983 — 1987
Bachelor of Science (B.S.), Information Systems, 3.24
Western & Southern Financial Group July 2013 - Present
PwC June 2012 - August 2012
Lincoln Financial Group April 2012 - June 2012
Federal Reserve Bank of Atlanta April 2010 - July 2011
Federal Reserve Bank of Atlanta August 2005 - April 2010
Skills
Financial Analysis, Risk Management, Financial Modeling, Banking, Credit Analysis, Credit, Asset Management, Portfolio Management, Capital Markets, Financial Risk, Finance, Strategy, Due Diligence, M&A analysis, Valuation Modeling, Interest Rate...
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Corporate and Investment Finance
Vanderbilt University
BA, American History
Capital Choice Financial August 2010 - Present
CGB Financial Group January 2006 - Present
Western & Southern Financial Group December 2002 - January 2006
Education
Louisiana State University 1998 — 2004
Economics
Georgia State University - J. Mack Robinson College of Business
Economics
Western & Southern Financial Group February 2013 - Present
Tata Consultancy Services May 2012 - February 2013
Spartan Computer Services October 2004 - May 2012
Skills
Troubleshooting, Network Security, Networking, LAN-WAN, POS, Inventory Management, Network Design, Network Engineering, Wireless Networking, Team Leadership, Routers, Firewalls, ASA, Routing, CCNA, Team Building, WAN, VPN, Cisco Nexus, EIGRP, Routing and switching, Juniper Firewalls, IP VPN, Cryptography, Business Relationship..., Field Operations, Data Analysis, Cost Efficiency, Six Sigma, Checkpoint, 802.1x, Network Admission..., High Availability..., Checkpoint Security, SSL VPN, Aruba Wireless, Cisco Wireless, FlexConnect, SIEM, Statistical Data..., R, Gaia, SDN, OpenFlow, Pyretic, RegEx, Cisco ASA
Education
Georgia Institute of Technology
Software Defined Networking
Princeton University
Statistics One
The Johns Hopkins University
Data Analysis
Belarusian State University 1999 — 2002
Bachelor of Science (BS), Radiophysics, Electronics
Geminus April 2012 - Present
Western & Southern Financial Group April 2007 - Present
Dr. Pravin Sanghvi January 2001 - July 2005
Dr. Daniel Motyka September 1999 - December 2000
Skills
Typing, Medical Terminology, Medical Billing, Administration, Customer Service, Healthcare, Insurance, Microsoft Office
Education
Davenport University 2006 — 2009
Bachelor's, Health Information Management
Fort Washington Capital Partners August 2013 - July 2015
Cintrifuse July 2013 - June 2015
Western & Southern Financial Group August 2010 - July 2013
Fidelity Investments March 2002 - June 2008
Education
Duke University - The Fuqua School of Business 2008 — 2010
MBA, Finance, Strategy
Northeastern University
MS, Computer Engineering
University of Mumbai
BS, Electrical and Computer Engineering
Ultimus Fund Solutions, LLC October 2014 - Present
Western & Southern Financial Group October 2012 - September 2014
US Securities and Exchange Commission September 2011 - September 2012
US Securities and Exchange Commission August 2009 - September 2011
The Supreme Court of Nevada August 2008 - August 2009
U.S. Bankrupcty Court for the Eastern District of Washington August 2007 - April 2008
Gonzaga Journal of International Law March 2007 - March 2008
Gonzaga University School of Law September 2007 - December 2007
US Securities and Exchange Commission May 2007 - August 2007
Office of City Attorney, City of Spokane, Washington July 2006 - April 2007
Skills
Legal Research, Corporate Law, Securities, Corporate Governance, Mutual Funds, Legal Issues, Legal Compliance, Legal Writing, Investment Company Act, Investment Advisers Act, Investment Management, Securities Regulation, Courts, Administrative Law, Closed-end Funds, Investment Companies, Compliance, Disclosure, Legal, Contract Negotiation, Contract Management, Due Diligence, Anti Money Laundering, Product Development, Investments, Investment Advisory, SEC filings, Fund Administration, Management Of Outside..., Business Ethics, Ethical Leadership, Board of Directors, Board Governance, Financial Services, Finance, Management, Asset Management, Leadership, Analysis, Risk Management, International Law
Education
Indiana University - Kelley School of Business 2013 — 2015
Master of Science (M.S.)
Gonzaga University School of Law 2005 — 2008
J.D.
Washington State University 2004 — 2005
B.A.
Naval Academy Preparatory School 2001 — 2002
Yakima Valley Community College 1999 — 2000
Western & Southern Financial Group 1999 - Present
Education
East Carolina University 1994 — 1996
Luxottica Group September 2013 - Present
Totes Isotoner February 2012 - June 2013
Chiquita Brands International April 2007 - February 2012
Ten United 2005 - 2007
Western & Southern Financial Group 2001 - 2005
Altama Footwear 1999 - 2000
Skills
Marketing Research, Email Marketing, Interactive Marketing, Social Media Marketing, Direct Marketing, Business Management, Business Strategy, Category Management, Marketing Strategy, Management, Follow Through, Segmentation, E-commerce, Brand Development, Leadership, Web Analytics, Product Marketing, Competitive Analysis, Marketing, Market Planning, SEM, Web Marketing, Sales, Digital Marketing, Online Advertising, Brand Management, Marketing Management, Marketing Communications, Online Marketing, Lead Generation, Market Research, Digital Strategy, Strategy, Google Analytics, Advertising, SEO, Mobile Marketing, Customer Insight, B2B, B2B Marketing, Strategic Partnerships, Analytics, Creative Direction, CRM
Education
Georgia State University
MBA, Marketing
The Ohio State University
BA, Sociology
Western & Southern Financial Group Management TraineeBB&T2002 - 2006
Education
East Carolina University 2000 — 2004
Chrome River Technologies March 2014 - Present
Paycor May 2013 - March 2014
Kurt Vandeborne November 1999 - May 2013
Freshwater Homes, Inc. January 1999 - May 2013
Kent State University-East Liverpool January 2000 - December 2008
Eastern Gateway Community College January 1999 - December 2001
Convergys 1996 - 1999
Thomson Reuters 1995 - 1996
Western & Southern Financial Group 1985 - 1995
Skills
Leadership, Software Documentation, Networking, Troubleshooting, Windows, Software Installation, Project Management, Requirements Analysis, Computer Repair, Computer Hardware, Microsoft Office, Antivirus, COBOLII, JCL, Property Management, Training, Volleyball, Sports Coaching
Education
DeVry University 1982 — 1985
B.S., Computer Information Systems
Eastern Gateway Community College 1981 — 1982
Computer Science
Wintersville HS
Western & Southern Financial Group February 2009 - Present
KSK Digital Printing Solutions July 2006 - February 2009
American Laser Center November 2005 - July 2006
Coatings Specialist Group March 2005 - September 2005
Instant Furniture Rental April 2000 - March 2005
Steel Industries June 1999 - April 2000
Education
Eastern Michigan University 1995 — 1999
Eastern Michigan University
Bachelor Arts, Language and International Trade
United Healthcare November 2007 - Present
Western & Southern Financial Group October 2004 - November 2007
Motorola 1999 - 2004
Skills
Employee Benefits, Health Insurance, Life Insurance, Benefits Administration, Health Savings Accounts, Medicare, Healthcare, Insurance, Strategic Planning, Managed Care, Account Management, Brokers, Disability Insurance
Education
DePauw University 1985 — 1989
Nationwide Insurance August 2011 - Present
Wells Fargo Bank June 2010 - October 2011
Allstate 2010 - 2010
Western and Southern Financial Group /Primerica Group January 2007 - October 2009
Pinnacle Technical Resources November 2008 - September 2009
Western & Southern Financial Group December 2007 - September 2008
TIB-The Independent Bankers Bank January 2001 - November 2007
Independent Bankers Bank January 2001 - November 2007
Bank of America August 1999 - October 2000
Skills
Operations Management, Customer Relations, New Business Development
Education
DeVry University 2001 — 2002
Bachelor of Science
Florida Agricultural and Mechanical University 1991 — 1995
Bachelor of Science
Florida Agricultural and Mechanical University
Bachelor of Science
DeVry Institute of Technology
Bachelor of Science
Western & Southern Financial Group March 2009 - Present
Western & Southern Financial Group (W&SFG) March 2000 - March 2009
Ernst & Young September 1994 - September 2000
Skills
Financial Reporting, Financial Analysis, Accounting, Internal Controls, Strategic Financial..., GAAP, Auditing, Financial Accounting, Risk Management, Investments, Mergers, Managerial Finance, Finance, Forecasting, Financial Forecasting
Education
Harvard Business School 2014 — 2014
AMP
Miami University 1990 — 1994
BS, Accountancy
Western & Southern Financial Group Network AdministratorCook Nuclear Power Plant1991 - 2001
Cook Nuclear Power Plant 1991 - 2001
Skills
Sales
Education
Florida State University
Bachelor of Arts (B.A.)
Jordan Tax Service May 2009 - Present
The BTP Group April 2007 - July 2008
Western & Southern Financial Group December 2005 - April 2007
Maximum Mortgage Services 2003 - 2003
U.S. Inspect April 1998 - February 2002
Skills
Real Estate, Legal Research, Budgets, Litigation, Management, Market Research, Marketing, Legal Writing, Contract Negotiation, Employment Law, Civil Litigation, Negotiation, Microsoft Office, Customer Service, Public Speaking, Litigation Support, Microsoft Excel, Leadership, Social Media, Strategic Planning, Document Management, Process Improvement, Corporate Law, Estate Planning, Due Diligence
Education
Duquesne University 2008 — 2009
Paralegal Certificate
The Catholic University of America 1997 — 2002
Ph.B., Philosophy
Self employed December 2008 - Present
Nationwide Insurance October 2008 - Present
Nationwide Securities, LLC (formerly 1717 Capital Management Company & Nationwide Securities, Inc.) 2008 - Present
Nationwide Financial 2003 - Present
Nationwide 2008 - 2009
Foresters September 2000 - May 2003
Western & Southern Financial Group July 1979 - April 2000
Skills
Banking, Strategic Planning, Human Resources, Uniform Combined State..., Series 6, Insurance, Series 7, Financial Services, Fixed Annuities, Life Insurance, Investments, Securities, Retirement Planning, Mutual Funds, Retirement, FINRA, Series 63, Financial Planning
Education
Franklin University 2005 — 2008
Finance, Financial Mgmt.
Kent State University 1976 — 1979
English, Composition
Western & Southern Financial Group June 2013 - Present
Various June 2009 - December 2013
Various November 2006 - June 2013
Citi February 2000 - April 2008
Skills
Banking, Retail Banking, Marketing, Project Management, Budgets, Life Insurance, Life & Health Insurance..., Universal life insurance, Annuity Sales, Term Life Insurance, whole life insurance, Loans, Branch Banking, Cross Selling, Core Banking, Sales&Marketing, Business Development, Microsoft Applications, Executive..., Certified Public Notary, Micros, Development & delivery..., Charitable Gift Planning, Customer Service, Management, Notary Public, Relationship Marketing
Education
Heald College 1997 — 1999
Bachelors; Associate; Degree, Business Management; Computer Business
Cal State University - Dominquez Hills
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Western & Southern Financial Group October 2008 - Present
Education
Florida Agricultural and Mechanical University 1989 — 1995
BS, Business Economics
Western & Southern Financial Group October 2008 - Present
R.J. Gators February 2008 - September 2008
Education
Georgia Southern University 2002 — 2007
B.A. Hotel Restaraunt Managment Minor in Business, Hospitaliy and Business
LPL Financial May 2015 - Present
LPL Financial September 2011 - Present
Fidelity Investments September 2009 - September 2011
Fidelity Investments May 2007 - September 2009
Western & Southern Financial Group April 2005 - September 2007
The O.N. Equity Sales Company October 2002 - April 2005
Education
Florida State University
Finance, General
Western & Southern Financial Group March 2011 - Present
North Star Financial & Retirement Planning January 2008 - February 2011
Education
East Carolina University 1978 — 1982
BS, Business, History
Election Systems & Software March 2013 - Present
Advanced Ballot Solutions, Inc March 2010 - Present
American Strategic Alliance August 2009 - March 2010
Western & Southern Financial Group October 2008 - July 2009
Western & Southern October 2006 - October 2008
Western & Southern October 2005 - October 2006
Southwest District January 2001 - January 2005
2005 January 1999 - January 2001
Skills
Insurance, Training, Recruiting, Sales, Spanish, Customer Service, Microsoft Office
Education
Florida State University 1996 — 1999
PhD, ABD, Social Work; Family Therapy
East Carolina University 1994 — 1996
MS, Marriage and Family Therapy
Brigham Young University 1988 — 1993
BS, Child & Family Studies
American General Life and Accident November 2011 - Present
Western & Southern Financial Group December 2010 - November 2011
Monumental Life Insurance 2006 - 2010
Hines Park Ford 2003 - 2005
Hantz Financial 2001 - 2003
Krug Lincoln Mercury 1988 - 2001
Skills
Insurance
Education
Siena Heights University 1978 — 1980
BA, Speech & Communications
Grand Valley State University 1975 — 1976
Communications
Anthony Cositore Insurance Agency April 2014 - Present
The Assuance Group August 2013 - April 2014
Western & Southern Financial Group July 2011 - July 2013
Colorado Banker's Life November 2009 - July 2010
Settlers Life Ins. Co. May 2004 - January 2009
Columbian Mutual Life Ins. Co. July 1990 - April 2004
Anthony J. Coitore, Inc August 1974 - July 1990
Skills
Strategy, Competitive Analysis, Marketing, Management, Training, Business Planning, Strategic Planning, Recruiting, Product Development, Budgets, Analysis, Customer Service, Insurance, Direct Marketing, Marketing Strategy
Education
Farmingdale State University of New York 1974 — 1976
Associate of Science (A.S.), Business Administration and Management, Marketing, General
SUNY Farmingdale 1974 — 1976
AS, Business Admin.
Western & Southern Financial Group June 2006 - Present
Allstate Worksite Division November 1999 - March 2003
Education
Eastern Michigan University 1973 — 1976
Heartland Campus Solutions ECSI May 2015 - Present
Heartland Campus Solutions ECSI November 2014 - May 2015
Western & Southern Financial Group July 2014 - November 2014
Institute of Medical Careers July 2013 - May 2014
University of Pittsburgh July 2010 - July 2013
EchoStar Corporation January 2005 - March 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Team Building, Microsoft Word, PowerPoint, Public Speaking, Social Media, Management, Coaching, Negotiation, Account Management, Customer Satisfaction, Team Leadership
Education
University of Pittsburgh 2011 — 2013
Bachelor of Arts (B.A.), Criminal Justice/Forensics
Edinboro University of Pennsylvania 1996 — 1999
Bacheor of Scence, Environmental Science/Geology/Chemistry
Northrop Grumman Corporation April 2015 - Present
HME January 2015 - March 2015
Western & Southern Financial Group May 2008 - December 2014
Skills
Insurance, Sales, Customer Service, Term Life Insurance, Employee Benefits, Cold Calling, New Business Development, Fixed Annuities, Disability Insurance, Retirement, Whole Life, Universal Life
Education
San Diego State University-California State University
Bachelor's Degree, Public Administration
Grossmont College
Associates, Business
VALIC December 2010 - Present
Transamerica February 2008 - December 2010
JP Morgan Chase October 2006 - February 2008
BBVA Compass March 2006 - August 2006
Western & Southern Financial Group August 2004 - March 2006
Transamerica December 1991 - August 2004
Skills
Sales, Recruiting, Employee Benefits, Sales Management, Insurance, Investments, Finance, Management, Fixed Annuities, Retirement, 401k, Training, Series 7, Series 63, Series 65, IRAs, Estate Planning, Financial Services, Life Insurance, Mutual Funds, Retirement Planning, Series 6, Disability Insurance, Whole Life, Long-term Care, Wealth Management, Long Term Care Insurance, Term Life Insurance, Universal Life, Variable Annuities, Strategic Financial..., Health Insurance, Financial Planning
Education
The American College 1985 — 1988
Chartered LIfe Underwriter Designation
Duquesne University 1976 — 1980
BS, Education
The Pet Shuttle & Spa Inc. 2001 - Present
MCI Corporation 1991 - 2002
Western & Southern Financial Group 1995 - 1996
Gragg Insurance Agency 1987 - 1991
Skills
Direct Sales, Customer Retention, Account Management, Team Building, Sales, Strategic Partnerships, Sales Process, Marketing Strategy, Small Business, Managed Services, Entrepreneurship, Call Centers, Selling, Telephony, Coaching, Start-ups, New Business Development, Customer Service, Strategic Planning, Sales Management, Marketing, Public Speaking, Management, Training, Singing, Motivational Speaking, Interviews, Leadership Development, Retention Strategies, Business Process..., Money Management, Product Knowledge, Market Knowledge
Education
Frostburg State University
Music Performance, General
Missouri State University
Marketing
Western & Southern Financial Group ActuaryNationwide Insurance1986 - 2006
Education
Dartmouth College 1978 — 1982
BA, Economics and Mathematics
AZ Hospice LLC January 2015 - Present
Hope Network-New Passages September 2014 - January 2015
Veterans Home Care of Michigan May 2013 - April 2014
Gained knowledge and experience in Hospice Administration December 2012 - September 2013
Community Network-Visions Clubhouse October 2008 - September 2011
New Passages Flint MI. August 2006 - October 2009
Wolverine Human Services July 2003 - October 2006
Western & Southern Financial Group September 1999 - February 2002
St. Mary's Medical Center October 1998 - September 1999
Tuscola County Long Term Care Facility April 1998 - October 1998
Skills
Close Attention to..., Team Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, Business Development, Eagerness to Learn, Trained in Master's..., Trained in Master's..., Proficient in..., Statistics, Nursing, Data Analysis, Volunteer Management, Therapists, Healthcare, Research, Fundraising, Project Planning, Nonprofits, Medicaid, Team Building, Physicians, Home Care, Community Outreach, Career Counseling, Access, Clinical Research
Education
Eastern Michigan University 2009 — 2012
Masters of Healthcare Administration, Health/Health Care Administration/Management
University of Michigan Flint Mi. 2002 — 2006
Bachelor of Arts (BA), Social Work, 3.2
Vassar public high school 1968 — 1976
High School Diploma
Western & Southern Financial Group April 2007 - April 2009
TeleTech August 2006 - April 2007
Gordon's Club November 2002 - August 2006
Bud's Seafood Grille July 1999 - November 2002
Denis's Country Kitchen July 1992 - July 1999
Education
Heald College 2009 — 2011
Associate degree, Medical Office Administration
Flag City Truck & Equipment March 2014 - Present
Wimsatt Building Materials February 2013 - November 2013
Lansing Building Products November 2011 - February 2013
Western & Southern Financial Group September 2010 - October 2011
Skills
Customer Service, Key Account Management, Negotiation, Sales, Building Relationships, Marketing Strategy, Contract Negotiation, Customer Satisfaction, Marketing, Logistics, Operations Management, Business Strategy, Pricing, Inside Sales, Building Materials, Social Media, Microsoft Word, PowerPoint
Education
Franklin University
Bachelor of Business Administration (B.B.A.)
Rhodes State College 2007 — 2010
Associates, Marketing, Management, Business Administration, 3.27
Light Insurance Agency, Inc. September 2011 - Present
Western & Southern Financial Group November 2010 - September 2011
North Island Credit Union August 2007 - August 2010
Wells Fargo Bank July 1991 - August 2007
Skills
Customer Service
Education
Grossmont College 1970 — 1975
aa, business administration
InfoCision Management Corporation June 2015 - Present
Western & Southern Financial Group January 2012 - Present
National Heritage Academies September 2007 - June 2011
Grand River Academy September 1999 - June 2007
Skills
Customer Service, Leadership, Coaching, Public Speaking
Education
Graceland University 2004 — 2006
Master’s Degree, Master of Education in Quality Schools, 4.0
Walsh University 1988 — 1992
Bachelor’s Degree, History and English, Minor Political Science
Western & Southern Financial Group June 2015 - Present
SagePoint Financial April 2014 - August 2015
AIG April 2014 - June 2015
ProEquities, Inc. June 2011 - December 2013
Bankers Life and Casualty Company June 2011 - November 2013
MetLife April 2008 - June 2011
Skills
Recruiting, Employee Training, Sales Management, Sales, Sales Operations, Strategic Financial..., Financial Services, Wealth Management, Investments, Operating Budgets, Salesforce Training, Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Long-term Care, Employee Benefits, Retirement, Retirement Planning, Mutual Funds, Series 7, Sales Presentations, Building Relationships, Financial Advisory, Business Planning, Investment Advisory, New Business Development, IRAs, Banking, Finance, 401k, Cross Selling, Long Term Care Insurance, Brokers, Whole Life, Universal Life, Series 63, Variable Annuities, Health Insurance, Financial Planners, Wealth Accumulation, Voluntary Employee..., Series 65, Life, Licensed Life, Securities, FINRA, Group Insurance, Wealth
Education
Henderson State University 1991 — 1994
Finance, General
Bismarck High School 1989 — 1991
General Studies, General Studies
MassMutual Financial Group January 2013 - Present
NAIFA - Triangle June 2015 - Present
Western & Southern Financial Group November 2012 - January 2013
Western & Southern Financial Group March 2010 - November 2012
Swisher Sales Partners February 2009 - July 2010
Business Leader Media September 2007 - February 2009
Skills
Direct Mail, Life Insurance, Strategic Financial..., Team Building, Finance, Sales, Marketing Strategy, Term Life Insurance, Employee Benefits, Leadership, Sales Management, New Business Development, Microsoft Excel, Fixed Annuities, Account Management, Financial Analysis, Direct Sales, Long-term Care, Disability Insurance, Mergers & Acquisitions, Training, Cold Calling, Salesforce.com, Sales Process, Marketing, Selling, Retirement, Insurance, Health Insurance, Customer Service, Negotiation, Investments, Management, Retirement Planning, Strategic Planning, Mutual Funds, Financial Services, Sales Presentations, Series 7, Series 63, Series 6, Portfolio Management, Whole Life, IRAs, Customer Retention, Long Term Care Insurance, 401k, Small Business, Wealth Management, Entrepreneurship
Education
Hampden-Sydney College 2004 — 2007
Bachelors Degree, Economics
Indian Hill High School
University of Delaware
Western & Southern Financial Group 2011 - Present
PC Engineering 2010 - 2010
Education
Gulf Coast Community College
Western & Southern Financial Group May 2011 - Present
Country Financial March 2010 - May 2011
MetLife April 2006 - November 2008
Amalfi Hotel Chicago December 2003 - November 2005
Amalfi Hotel Chicago 2003 - 2005
The Talbott Hotel 2000 - 2003
Skills
Insurance, Long Term Care, Customer Service, Mutual Funds
Education
Holy Angel University 1972 — 1977
Piedmont Healthcare November 2012 - Present
Financial Industry Regulatory Authority January 2012 - May 2012
Western & Southern Financial Group September 2011 - December 2011
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2012
BBA, Economics
The Select Group July 2015 - Present
Buchanan & Edwards November 2013 - July 2015
ActioNet, Inc. November 2012 - October 2013
Eagle Publishing April 2007 - October 2012
Western & Southern Financial Group June 2006 - April 2007
Western & Southern Financial Group January 2005 - May 2006
American Hearing Aid Associates November 2002 - January 2005
General Dynamics October 2001 - November 2002
Skills
VMware Infrastructure, NetApp, Network Infrastructure, Firewalls, VDI, Windows Server, Cisco Technologies, Checkpoint, SonicWALL, Data Center, Dell PowerEdge Servers, Blade Technology, Linux, Microsoft Exchange, High Availability..., IT Infrastructure..., Active Directory, Cloud Computing
Education
Drexel University 1996 — 2001
Bachelor’s Degree, Computer Engineering
Cinnaminson High School 1992 — 1996
Christian Outreach Ministries June 1999 - Present
Woodforest National Bank May 2008 - July 2011
Western & Southern Financial Group April 2004 - May 2008
Independent Life Insurance Company August 2002 - September 2004
RBC Liberty Life Insurance Company April 1991 - August 2004
Success Institue Charter School August 2001 - June 2004
Education
New Horizons Computer Learning Center 2011 — 2012
Cisco Associate Program, Cisco Networking Devices (ICND1 & 2) In Progress PMP Certification
Fort Valley State University
Bachelor of Arts, Criminal Justice/ Computer Information System
Western & Southern Financial Group March 2012 - Present
Education
East Carolina University 1977 — 1981
Bachelor of Science (BS), Business Administration and Management, General, underdrad
Light Insurance August 2011 - November 2011
Western & Southern Financial Group November 2010 - September 2011
North Island Credit Union August 2007 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Windows, Teaching, HTML, Budgets, C++, C, Public Speaking, Editing, Strategic Planning
Education
Grossmont College 1970 — 1974
Associate's degree, Business Administration and Management, General
Progressive February 2012 - Present
IMO Groups Independent Marketing Organizations April 2010 - Present
Self Employed April 2010 - Present
Western & Southern Financial Group October 2007 - February 2010
American Income Life June 2003 - August 2007
Skills
Customer Relations, Insurance, Team Management, Training & Development, Sales Management, Financial Management, Employee Training, Customer Service, Training, Account Management, Managerial Finance
Education
ETI Technical College 1987 — 1991
Associate, Legal Assistant
Crucial Customz April 2011 - Present
Western & Southern Financial Group December 2009 - April 2011
An-Ton Chevrolet August 2008 - December 2009
Skills
Upholstery, Mechanics, Fabrication, Audio, Inventory Management, Sales Management, Employee Management, Insurance, Branch Management
Education
Haywood Community College 2005 — 2006
Certificate, Upholstery/Upholsterer
Southwestern Community College 2002 — 2003
Business Administration and Management, General
Western & Southern Financial Group June 2011 - Present
Convergys August 2010 - June 2011
US Navy September 1999 - September 2004
Skills
Recruiting, Interviews, Administrative...
Education
Sullivan University 2011 — 2012
Bachelor of Applied Science (B.A.Sc.), Human Resources Leadership
Gateway Community and Technical College 2009 — 2011
Associate of Arts (A.A.), Humanities/Humanistic Studies
Western & Southern Financial Group September 1997 - Present
Skills
Accounting, Account Reconciliation, Sarbanes-Oxley Act
Education
Herzing University-Winter Park 2008 — 2010
Trump National Doral, Miami June 2015 - Present
Western & Southern Financial Group October 2013 - May 2014
PGA National Resort & Spa August 2012 - August 2013
Riviera Country Club April 2007 - August 2012
Pine Valley Golf Club May 2005 - December 2005
Skills
Golf Course Management, Turf, Golf Courses, Turf Management, Tournaments, Irrigation, Golf, Pesticide, Country Clubs, Irrigation Management, Golf Instruction, Landscape Maintenance, Certified Pesticide..., Club, Agronomy, Environmental..., Integrated Pest..., GRASS GIS, Pesticide Application, Landscaping, Sports
Education
The Ohio State University 2004 — 2006
Associate of Science (AS), Turf and Turfgrass Management
Golf Academy of America-Myrtle Beach 2000 — 2002
Associate's degree, Golf Course Operation and Management
Managed Staffing / Ericsson February 2014 - Present
TEKsystems March 2011 - August 2013
Keystone Dedicated Logistics May 2004 - October 2010
Western & Southern Financial Group May 2003 - May 2004
FedEx January 1996 - January 1999
UPS January 1986 - January 1996
Skills
In-depth logistics and..., Terminal/Warehouse and..., Quality Management, Policy Development, Evaluation and Training, Budgetary Control, New Business Development, Customer Service, Project Planning, Operations Management, Supply Chain, Strategy, Project Management, Management, Business Process..., Consulting, Logistics
Education
Duquesne University 1999 — 2003
Bachelor Degree-BA, Finance IT
Duquesne University 1999 — 2003
Bachelor of Science (BS), Finance and IT
Western & Southern Life June 2011 - Present
Western & Southern Financial Group June 2011 - Present
Monumental Life Ins. Co. February 1985 - November 2008
Skills
Insurance, Life Insurance, Term Life Insurance, Strategic Financial..., Accounting, Customer Service, 401k, Underwriting, Payroll
Education
Edgecombe Community College 2009 — 2012
Still in progress, Medical office admin.
Hocking County Insurance Services May 2013 - Present
Western & Southern Financial Group July 2012 - Present
Walmart October 2005 - December 2010
Skills
Customer Service, Friendliness, Licensed Life & Health..., Cash Register, Work Well Independently, Microsoft Word, Problem Solving, Cashiering
Education
Hocking College 2009 — 2011
Social Services, Corrections, Criminal Justice
Western & Southern Financial Group December 2012 - Present
Education
Lakeland Community College 2011 — 2011
Dorsey Business Schools-Roseville 2009 — 2010
Diploma, Medical/Clinical Assistant
Western & Southern Financial Group July 2013 - Present
Skills
Ohio Life and Health..., Perfect 36 (60 out of...
Education
Hondros College 2013 — 2013
Ohio Life and Health Certification
Northern Kentucky University 1996 — 1998
Education, Secondary Mathematics
Northern Kentucky University 1985 — 1989
Bachelor of Science (B.S.), Mathematics
Fifth Third Bank August 2012 - Present
Western & Southern Financial Group November 2008 - August 2013
National City Bank June 2002 - September 2008
Skills
Mortgage Banking, Finance, Financial Risk, Life Insurance
Education
Eastern Kentucky University 1985 — 1988
Bachelor of Arts (BA), Mass Communication/Media Studies
Western & Southern Financial Group June 2014 - Present
PNC and National City September 1981 - July 2013
Education
University of Pittsburgh 1980 — 1982
Language Communications
Edinboro University of Pennsylvania 1974 — 1977
Bachelor of Science (B.S.), Elementary Education
South Allegheny High School 1970 — 1974