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
Indiana Donor Network December 2011 - Present
FAYETTE REGIONAL HEALTH SYSTEM August 2009 - 2011
Lincoln Centers Nursing/Rehabilitation Center March 2009 - August 2009
Dr. Rick Bucher January 2007 - January 2009
Fayette Regional Health System January 1994 - January 2007
Western & Southern Financial Group January 1987 - January 1992
Skills
Customer Service, Research, Leadership, Office Management, Microsoft Office, Medical Billing, Accounts Receivable, Auditing, Medical Coding, Quality Assurance, Prior Authorization
Education
Ivy Tech Community College
Practical Nursing, LPN
Vincennes University 1985 — 1987
Associate's degree, Accounting
Connersville High School
Osmon Chiropractic Center July 2014 - Present
Redbud Hills Independent Senior Living Community August 2013 - June 2014
Western & Southern Financial Group May 2012 - August 2013
CONTACT By Design December 2011 - May 2012
Long Term Care Specialist September 2011 - December 2011
Bloom Insurance Agency November 2008 - July 2011
Celebrate Sales LLC January 2006 - December 2010
Stephens Honda-Hyundai January 2008 - August 2008
Madison Consolidated High School August 1998 - December 2005
Skills
Public Speaking, Contract Negotiations, Organizational..., New Business Development, Customer Service, Life Insurance, Call Center, Cold Calling, Great Motivator, Fixed Annuities, Health Insurance, Long Term Care Insuance, Medicare, medicare supplement, Recruiting, Business Development, Account Management, Sales Management, Team Building, Customer Satisfaction, Term Life Insurance, Sales, Marketing, Selling, Insurance, Management, Training, Fundraising, Leadership, Call Centers, Contract Negotiation, Coaching, Customer Retention, Critical Illness, Direct Sales, Disability Insurance, Employee Benefits, Employee Relations, Healthcare, Leadership Development, Long Term Care Insurance, Long-term Care, PowerPoint, Retirement, Sales Presentations, Sales Process, Small Business, Time Management, Strategic Planning, Budgets
Education
Indiana University Bloomington 1979 — 1981
MS, Secondary Education
Indiana University Bloomington 1975 — 1977
AB, Secondary Education
Indiana University
Education Spanish General Science
Indiana University Counseling
Indiana University Spanish
Science AB
Alta Via Consulting, LLC February 2011 - Present
Western & Southern Financial Group 2010 - 2011
Skills
Business Intelligence, Microsoft Excel, Project Management, MES, ERP, SAP, Business Process, Business Process..., Project Portfolio..., Business Analysis, Change Management, Management Consulting, SAP R/3, Business Transformation, Managerial Finance, SAP ERP, Solution Architecture, Program Management, Integration, SAP BI, Business Process...
Education
University of Cincinnati College of Business 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance
Johannes Kepler Universität Linz 2008 — 2008
Western & Southern Financial Group June 2015 - Present
Skills
Customer Service, Merchandising, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Satisfaction, New Account Opening, Outlook, Opening New Accounts, Insurance, CAESAR, Internet Explorer, FBSI, Streetscape, Netx360, Establishing New..., Lotus Notes, Inventory, OIT, Bluezone, Accurint, Data Entry, Planograms, Loss Prevention, Life Insurance, Health Insurance, Inventory Control
Education
ITT Technical Institute-Norwood 2006 — 2008
Associate Degree of Applied Science In Muti-Media, Muti-Media
University of Cincinnati 2004 — 2006
Physics
Isothermal Community College May 2013 - Present
Western & Southern Financial Group April 2008 - November 2009
A&M Injection Molding December 2001 - September 2004
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Windows, HTML, Time Management, Outlook, C, C, Access, AutoCAD, Java, Teaching, Computer Hardware, Telephone Skills, Retail, Inventory Management, Analysis, Sales, Data Entry, Facebook, Social Networking, Teamwork
Education
Western Carolina University 2014 — 2016
Bachelor's Degree, Engineering Technology, General
Isothermal Community College 2010 — 2014
Associate's Degree, Computer Engineering Technology/Technician
Isothermal Community College 2010 — 2014
Associate's Degree, Electronics Engineering Technology
BBVA Compass February 2014 - Present
Regions Financial Corporation April 2012 - November 2013
Medical Mutual February 2009 - January 2011
Western & Southern Financial Group February 2008 - January 2009
Cintas January 2006 - January 2008
Cintas May 2005 - January 2006
Commonwealth of Kentucky January 2004 - December 2004
Kentucky State University January 2002 - December 2003
Skills
Security, Harvard business review..., Customer Service, SOX, Healthcare, HIPAA, PCI DSS, SQL, Excel, Problem Solving, Quality Assurance, Risk Management, Team Leadership, TCP/IP, Unix, ITIL, Oracle, Strategic Planning, Access, SDLC, Databases, Data Analysis, Financial Analysis, Kaizen, Kronos, Leadership Development, XML, C++, Vendor Management, Business Strategy, Business Management, Contract Negotiation, Network Security, Change Management, MySQL, Mergers, Information Security, Disaster Recovery, Business Analysis, Management, Process Improvement, Business Process..., Sarbanes-Oxley Act, Software Documentation, IT Audit, Program Management, Analysis, Information Technology, Business Continuity, Risk Assessment
Education
Harvard University
Management Certification
University of Alabama at Birmingham 2013 — 2017
Bachlors of Science, Computer Science
Kentucky State University 2001 — 2005
BS, Computer Science, minor Business
Aptera Software, Inc. June 2015 - Present
Shindigz January 2014 - May 2015
Shindigz September 2013 - December 2013
Western & Southern Financial Group December 2010 - March 2011
Be Scene Multimedia 2011 - 2011
Gordon Food Service February 2007 - May 2010
Baseline Sports 2005 - 2008
Skills
Logo Design, Graphic Design, Posters, Layout, Brochures, InDesign, Business Cards, Graphics, Flyers, Adobe Creative Suite, Photoshop, Invitations, Visual Communication, Banners, Mac, Catalogs, Postcards, Magazine Design, Letterhead, Corporate Branding, Image Editing, Stationery, Branding, Creative Direction, Editing, Desktop Publishing, Adobe Acrobat, Magazines, Dreamweaver, Newsletters, Pre-press, Social Media, Illustrator, Photography, Image Manipulation, Journalism, Copywriting, Marketing, Social Media Marketing, Customer Service, Advertising, Sales, Email Marketing, Digital Marketing, Marketing Strategy, Marketing Communications
Education
Ball State University 2000 — 2004
General studies, Journalism/English/Graphic Design
Indiana University—Purdue University Fort Wayne 2000 — 2001
Graphic Design
Western & Southern Financial Group March 2015 - Present
TEKsystems September 2014 - March 2015
TEKsystems February 2014 - September 2014
Fifth Third Bank September 2012 - November 2013
Fifth Third Bank December 2010 - September 2012
Fifth Third Processing Solutions (now known as Vantiv) January 2010 - December 2010
Fifth Third Bank September 2009 - March 2010
Fifth Third Bank August 2002 - December 2009
Fifth Third Bank April 2007 - May 2009
GE Capital July 1992 - February 2002
Skills
Project Management, Process Improvement, Banking, Time Management, Human Resources, Team Leadership, Program Management, Vendor Management, Vendor Contracts, Third Party Vendor..., Software Documentation, Management, Outsourcing, Business Analysis, Change Management, Business Process..., Leadership, Information Technology, Risk Management, SDLC
Education
Kent State University at Salem
SPAR Group, Inc. November 2012 - Present
Western & Southern Financial Group May 2010 - February 2011
New York Life and NYLife Securities 2008 - 2009
Skills
Licensed Life & Health..., Merchandising Systems, Beauty Industry, Microsoft Office, Long-term Care, Event Planning, Recruiting, Research, Human Resources, Team Building, Marketing Strategy, Public Relations, Customer Service, Sales, Leadership, Merchandising, Teaching, Sales Management, Microsoft Word, Strategic Planning
Education
Kansas State University 2002 — 2006
BS, Personal Financial Planning
Western & Southern Financial Group January 1996 - Present
Skills
Life Insurance, Disability Insurance, Employee Benefits, Health Insurance, Long Term Care Insurance, Dental Insurance
Education
Lamar University
Transamerica July 2014 - Present
The Western and Southern Life Insurance Company January 2012 - July 2014
Western & Southern Financial Group February 2011 - January 2012
Skills
Term Life Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Life Insurance, Insurance, Health Insurance, Critical Illness, Employee Benefits, Long Term Care Insurance, Retirement, Retirement Planning, Sales, Sales Management, Team Building, Universal Life, Whole Life
Education
Kentucky Christian College
Business
DaVita January 2012 - Present
Norwalk Board of Education August 2011 - Present
Western & Southern Financial Group December 2010 - December 2011
TeleTech March 2010 - December 2010
District Petroleum December 2008 - April 2010
E Bo Young Talking Club August 2007 - August 2008
Midwest Airlines December 2003 - March 2006
Skills
Project Management, Program Management, Subject Matter Experts
Education
University of Phoenix 2006 — 2008
MS in Psychology, Psychology
Kent State University 2001 — 2006
BA in Criminal Justice Studies, Criminology
Kent State University 2001 — 2006
Bachelor of Arts (BA), Criminology, B
Norwalk Catholic Schools St. Paul High 1997 — 2001
Diploma, College Preparation
Western & Southern Financial Group May 2011 - Present
Skills
Life Insurance, Business Operations, Insurance, Underwriting, Leadership, Customer Service
Education
Indiana Wesleyan University
Bachelor of Science (B.S.), Business Administration and Management, General
Bankers Life July 2015 - Present
TruBridge Inc September 2014 - April 2015
TruBridge Inc February 2013 - September 2014
TruBridge Inc January 2012 - February 2013
TruBridge Inc September 2011 - December 2011
TruBridge Inc September 2009 - September 2011
Western & Southern Financial Group February 2008 - September 2009
Kent State University October 2001 - October 2006
Skills
Sales, Team Building, Leadership, Insurance, Customer Service, Social Media, Sales Management, Training, Customer Satisfaction, Management, Microsoft Office, Time Management, Event Planning, Strategic Planning, Oral & Written..., Written & Oral..., Group Work, Group Training, Always Punctual, Motivation, Public Speaking, Marketing Strategy, Customer Retention, Marketing, Account Management, Process Improvement, Social Networking, Coaching, Direct Sales, Sales Process, CRM, CRM Databases, Leadership Development, Marketing Communications, CRM Integration, HIPAA, Call Center Development, Project Management, Project Planning, Staff Development, Employee Training, Training & Development, Staff Supervision, Staff Management, Communication
Education
University of Phoenix 2011 — 2013
Master's Degree, Management
University of Phoenix 2008 — 2010
Bachelor of Arts (B.A.), Communication, General
Kent State University 2001 — 2006
Communication, General
Hoover High School
Hoover High School
ASLS Mediation Clinic / Maricopa County Justice Court January 2014 - Present
Herman Goldstein Attorneys at Law September 2014 - December 2014
Arizona Summit Law School August 2011 - December 2014
Law Office of Timothy M. Collier, PLLC May 2014 - September 2014
Arizona Summit Law School May 2014 - September 2014
Western & Southern Financial Group September 2009 - September 2010
MetLife Financial Services February 2007 - September 2009
Skills
Legal Assistance, Business Networking, Lexis, Criminal Law, PowerPoint, Estate Planning, Microsoft Word, Nonprofits, Leadership, Fundraising, Analysis, Small Business, Investments, Sales, Social Networking, Project Management, Coaching, Teaching, Finance, New Business Development, Mediation, Management, LexisNexis, Legal Research, Public Speaking
Education
Arizona Summit Law School 2011 — 2014
Juris Doctor (J.D.), Legal Studies, General
Kent State University 1999 — 2003
Business Administration, Marketing, Finance
Western & Southern Financial Group May 2012 - Present
Western & Southern Financial Group May 2012 - Present
CPI/ Picture Me Portrait Studios April 2009 - May 2012
Lifetouch/JC Penney Portrait Studios October 2007 - April 2009
Independence House June 2004 - October 2005
Eaglewood Care Center December 2000 - June 2004
Skills
Life Insurance, Fixed Annuities, Retirement Planning, Term Life Insurance, Whole Life, Employee Benefits, Critical Illness
Education
James A Rhodes State College
Western & Southern Financial Group May 2015 - Present
Standard Register April 2010 - April 2015
NCR Corporation 2004 - April 2010
NCR Corporation 1997 - 2003
NCR Corporation 1994 - 1997
NCR Corporation 1990 - 1993
NCR Corporation 1988 - 1990
Skills
Project Management, Strategy, Strategic Planning, Business Architecture, Benchmarking, Enterprise Architecture, Architecture, SDLC, IT Management, IT Strategy, Solution Architecture, Project Portfolio..., Business Analysis, Program Management, Vendor Management, Leadership, Process Improvement, Cross-functional Team..., Management, Integration, Software Documentation, Business Intelligence, Consulting, Requirements Analysis, Software Project..., Business Process..., Business Process, Architectures
Education
Leeds Beckett University 1984 — 1988
B. Sc., Computer Science and Operational Research
International Truck Driving School June 2014 - Present
Don Rafael January 1995 - Present
New York Life Insurance Company March 2012 - February 2013
Western & Southern Financial Group January 2011 - January 2012
Endbrige August 2010 - October 2010
Lifetouch Church Directories and Portraits February 2003 - May 2010
Skills
Public Speaking, Strategic Planning, Sales, Customer Service, Adobe Creative Suite, Microsoft Office, Life Insurance, Health Insurance
Education
Spring Arbor University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Organizational Leadership
Kellogg Community College
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Hondros College of Business June 2012 - Present
Haynes Farm August 1992 - August 2013
Indiana Wesleyan University September 2010 - August 2012
Great American Insurance 2007 - 2010
Western & Southern Financial Group April 2006 - September 2007
Fidelity Investments October 2005 - February 2006
Huntington National Bank October 2003 - July 2005
Great American Financial Resources February 1997 - October 2003
Kentucky Alternative Programs April 1989 - August 1996
Skills
Leadership, Customer Service, Coaching, Program Management, Marketing, Strategic Planning, Event Planning, Teaching, Sales, Community Outreach, Microsoft Office, Research, Data Analysis, Social Media, Public Speaking, Fundraising, Management
Education
Indiana Wesleyan University 2010 — 2012
Master's Degree, Strategic Management
University of Kentucky 1983 — 1987
Bachelor of Arts, Political Science
Rehmann Financial July 2015 - Present
Ciccarelli Advisory Services, Inc. March 2012 - July 2015
Confer Financial Services October 2006 - March 2012
Western & Southern Financial Group October 2005 - September 2006
Skills
Personal Financial..., Investment Management, Financial Planning, Portfolio Management, Investment Strategies, Retirement Planning, Certified Financial..., ChFC, Financial Analysis, Cash Flow Forecasting, Economics, Logistics Management, Technological Solutions, Modern Portfolio Theory, Process Improvement, General Securities..., Marketing, Business Process..., New Business Development
Education
William Howard Taft University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General, Summa Cum Laude
The American College 2009 — 2010
Chartered Financial Consultant, Financial Planning and Services
Kaplan University-Davenport Campus 2005 — 2006
Certificate in Financial Planning, Financial Planning
Lumbee Enterprises of SC, LLC August 2014 - Present
Lumbee Enterprises of SC, LLC 2014 - 2015
Lumbee Enterprises of SC, LLC February 2014 - August 2014
Western & Southern Financial Group March 2013 - February 2014
Nissan of Greer November 2012 - March 2013
Tusco Display June 2010 - October 2012
Lowe's Home Improvement March 2012 - September 2012
Tusky Valley School District 2004 - 2011
L. J. Smith, Inc. June 2002 - March 2010
L. J. Smith, Inc March 1995 - June 2002
Skills
Manufacturing, Manufacturing Management, Continuous Improvement, Operations Management, Production, Job Scheduling, Production Planning, Production Schedules, Inventory Management, Manufacturing..., Sales Presentations, Sales, Purchasing, Management, Negotiation, Nissan, Customer Service, Customer Satisfaction, Customer Oriented, Time Management, Microsoft Excel, Training, Budgets, Strategic Planning, Leadership, Process Scheduler, Lean Manufacturing, Inventory Control, Process Improvement, Logistics, Supply Chain Management, Engineering, Kaizen, Cross-functional Team..., Product Development, 5S, Supply Chain, Procurement, Value Stream Mapping, Team Building, Materials Management, ISO, Pricing, Manufacturing Operations, MRP, Life Insurance
Education
Kent State University - Graduate School of Management 1999 — 2002
Bachelor, Operation Management
Kent State University 1993 — 1999
Associate of Arts, Pre-Business
Western & Southern Financial Group June 2014 - Present
Western & Southern Financial Group July 2011 - June 2014
Delta Faucet Company January 2007 - May 2010
Delta Faucet Company January 2006 - January 2007
Delta Faucet Company June 2004 - January 2006
One Call Communications September 2002 - June 2004
KPMG June 2001 - September 2002
Skills
Project Management, Lean Manufacturing, Business Process, Forecasting, Financial Reporting, Sarbanes-Oxley Act, GAAP, Corporate Finance, Finance, Budgets, Manufacturing, Financial Analysis, JD Edwards, Cost Accounting, Internal Controls
Education
University of Notre Dame - Mendoza College of Business 2010 — 2011
MBA, Corporate Finance
Indiana University Bloomington 1996 — 2001
BS, Accounting, Finance, & Computer Information Systems
St Mary Medical Center January 2013 - Present
Crawford & Company August 2012 - December 2012
Cornerstone Appraisal Services 2006 - 2011
Western & Southern Financial Group May 2005 - June 2006
American Healthcare Partnership June 2004 - April 2005
Prudential Financial April 2002 - April 2004
Skills
Insurance eligibility &..., Customer Relations, Problem Solving, Insurance, Eligibility, Customer Service, Claim, Property & Casualty..., Employee Benefits, Underwriting, Risk Management, Health Insurance, Term Life Insurance, Small Business, Liability, Property, Team Building, General Insurance, Claim Investigation, Legal Liability, Appraisals, Brokers, Administrative..., Sales, Claims Management, Data Entry, Casualty, Training, Disability Insurance, Life Insurance, Time Management, Commercial Insurance, Invoicing, Long-term Care, Retirement, Fixed Annuities, Administration, Customer Retention, Accounts Payable, Accounts Receivable, Claims Handling, 401k, Leadership, Hiring, Retirement Planning, Medical Billing, Claims Resolution
Education
Ivy Tech Community College
Merrillville Insurance School
Portage High School
Western & Southern Financial Group June 2012 - Present
Monumental Life Insurance April 2004 - June 2012
Transamerica Agency Network, Inc. April 2004 - May 2012
Skills
Insurance, Property & Casualty..., Whole Life, Term Life Insurance, Financial Planners, Fixed Annuities, Variable Annuities
Education
Illinois State University 1976 — 1980
Bachelor's degree, Economics/Business&Government
Western & Southern Financial Group April 1998 - Present
Humana November 1992 - April 1998
Parsons November 1986 - April 1992
Great American Insurance October 1982 - November 1986
Burke, Inc. June 1976 - September 1985
Skills
Accounts..., Contract..., Supply Chain Management, Supplier..., Strategic Sourcing, Facilities Management, Inventory Management, Traffic Management, Capital Budget..., Mail Services Management, Business..., Procurement &..., Printing Services..., eProcurement..., Document..., Capital Budgeting, Management, Forecasting, Procurement, Budgets, Purchasing, Coaching, Project Planning, Vendor Management, Process Improvement, Customer Service, Cross-functional Team..., Team Building, Project Management, Finance, Change Management, Strategic Planning, Strategic Communications, Team Leadership, Purchase Management, Purchasing Negotiation, Purchasing Processes
Education
Wright State University
Raj Soin College of Business (MSLSCM), Master's of Science, Logistics and Supply Chain Management
Indiana Wesleyan University 2005 — 2007
DeVoe School of Business (MSM) Masters of Science Management, Strategic Management Specialization
Wilmington College 1992 — 1996
(BA) Bachelor of Arts, Business Administration and Management
Massachusetts Institute of Technology - Sloan School of Management
Certficate, Supply Chain Strategy and Management
University of Cincinnati
Business Administration and Economics
University of Wisconsin-Madison
School of Business
Western & Southern Financial Group March 2005 - Present
Skills
Marketing, Social Media Marketing, Social Media, Graphic Design, Corporate Identity, Corporate Branding, Management, Advertising, Marketing Communications, Public Relations, Project Management, Direct Marketing, Sports Marketing, Corporate Events, Team Leadership, Brand Development, Team Building, Cross-functional Team..., Strategic Planning, Event Based Marketing, Creative Direction, Sponsorship Activation, Event Planning, Creative Services, Promotions, Brand Management, Visual Identity, Digital Photography, Special Events..., Event Management, Strategic Leadership, Creative Problem Solving, Tennis, Art Direction, Creative Strategy, Marketing Strategy, Branding, Event Marketing Strategy, Marketing Event Planning, Experiential Events, Leadership
Education
Indiana University Bloomington
Guggenheim Life and Annuity Company March 2015 - Present
Ohio National Financial Services March 2014 - March 2015
Ohio National Financial Services September 2010 - March 2014
Western & Southern Financial Group July 2006 - September 2010
Wellpoint June 2004 - June 2006
Skills
Actuarial Science, Valuation, Financial Reporting, Variable Annuities, GAAP, Tax, Fixed Annuities, Insurance, Financial Modeling, Investments, ALM, Health Insurance, Mentoring, Statutory Accounting, Life Insurance, Risk Management, Enterprise Risk...
Education
Indiana University Bloomington 2002 — 2004
M.A., Mathematics
Western Kentucky University 1999 — 2002
B.A., Mathematics
Owensboro High 1995 — 1999
Touchstone Investments August 2012 - Present
Western & Southern Financial Group May 2009 - August 2012
Broadcom May 2008 - August 2008
Education
Indiana University - Kelley School of Business 2007 — 2009
Masters, Business Administration; Finance
Rutgers University
Bachelor of Science, Finance
Keystone Technology Consultants October 2011 - Present
Keystone Technology Consultants March 2008 - August 2011
Keystone Technology Consultants August 2005 - September 2010
Choice one communications 2003 - 2005
Western & Southern Financial Group 2002 - 2003
Skills
Team Leadership, Building Relationships, Business Strategy, Strategic Planning, Sales, Leadership, Solution Selling, Account Management, Direct Sales, Team Building, Selling, Managed Services, Security, SaaS, Networking, Cloud Computing, Strategic Partnerships, Sales Process, Salesforce.com
Education
Kent State University 1999 — 2002
Bachelor of Arts, Philosophy
Northwestern Mutual June 2014 - Present
Western & Southern Financial Group August 2013 - June 2014
Nationwide Insurance September 2011 - August 2013
Edward Jones November 2003 - August 2011
Skills
Fixed Annuities, Mutual Funds, Investments, Insurance, Life Insurance, Securities, Financial Services, Disability Insurance, IRAs, Finance, Long Term Care Insurance, 401k Rollovers, Bonds, Analysis, Retirement Planning, Strategic Planning, Financial Analysis, Client Relations
Education
Liberty University 1996 — 2000
BS, Business: Finance
Fremont Ross High School
Honeywell April 2015 - Present
Honeywell 2014 - Present
Honeywell International March 2011 - Present
Fortis College-Columbus of Education Affiliates October 2010 - June 2011
Western & Southern Financial Group November 2010 - March 2011
Total Quality Logistics October 2006 - November 2010
Target Corporation January 2006 - October 2006
Skills
Succession Planning, Recruiting, Talent Management, Legal Compliance, Employee Relations, Organizational..., Employee Engagement, Employee Training, Performance Management, Conflict Resolution, Human Resources, Team Building, Interviews, Leadership, Management, Onboarding, Training, Payroll, Team Leadership, Personnel Management, FMLA, Hiring, Job Descriptions, Strategic Planning, Employee Benefits, Coaching, New Hire Orientations, Benefits Administration, Deferred Compensation, College Recruiting, Career Development, Sourcing, Temporary Placement, Applicant Tracking..., Leadership Development
Education
Indiana Wesleyan University 2008 — 2010
Masters of Management, specialization in Strategic Management
University of Cincinnati 2004 — 2005
Bachelors of Science, Human Resources Management
University of Cincinnati 2002 — 2004
Associates of Arts, Business Management
Illinois Institute of Technology March 2015 - Present
Illinois Institute of Technology September 2007 - March 2015
Hewitt & Associates September 2005 - May 2007
Western & Southern Financial Group April 2005 - September 2006
Skills
Communication/Interperso..., Analytical/Research..., Planning /Organizing, Accounting, General Ledger, Tax, Planning, Accounts Payable, Payroll, Outlook, Accounts Receivable, Financial Analysis, Data Entry, Access, Excel, Microsoft Office, Journal Entries, Word, Spreadsheets, Lotus Notes, PowerPoint, Documentation, Compliance, Accruals, Reconciliation, Customer Relations, Budgeting, Customer Service, Process Improvement, Problem Solving, Analysis, Microsoft Excel, Account Reconciliation, Microsoft Word, ADP Payroll, PeopleSoft, Human Resources
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA, General MBA
Devry University 1997 — 2004
BS, Accounting
Rezin Orr Community Academy 1986 — 1989
Diploma, General
Western & Southern Financial Group February 2015 - Present
Comerica Wealth Management January 2007 - February 2015
Fifth Third Securities & Insurance January 2005 - January 2007
Huntington Insurance January 2003 - January 2005
Nationwide, American Express, Allstate and New York Life September 1994 - October 2003
Jackson National Life 1990 - 1994
Jackson National Life 1988 - 1990
Jackson National Life 1985 - 1988
Education
Lansing Community College 1973 — 1975
Management & Marketing
Humana January 2014 - Present
Humana June 2013 - January 2014
Annuity Outlook Magazine/Advisor Recruiting Inc. December 2012 - July 2013
Western & Southern Financial Group 2005 - April 2012
Integrity Life Insurance 1999 - 2005
Integrity Life Insurance July 1997 - March 2000
Tilford, Dobbins Alexander, Buckaway and Black 1995 - 1997
Skills
Fixed Annuities, Insurance, Series 6, Financial Services, Retirement, Retirement Planning, Life Insurance, Mutual Funds, Series 7, Series 63, Account Management, Investments, Strategic Financial..., Risk Management, Long-term Care, Wealth Management, Variable Annuities, Securities, Term Life Insurance, 401k, Sales, Health Insurance
Education
Indiana University-Southeast 1988 — 1995
Bachelor of Arts (BA), Psychology
Providence High School 1984 — 1988
Western & Southern Financial Group January 2015 - Present
Waddell and Reed October 2010 - January 2015
Carter Lumber Co March 2006 - January 2009
Henry Poor Lumber November 2002 - December 2005
Henry Poor West November 2002 - January 2004
Union Acceptance Corporation April 2000 - September 2002
Union Acceptance Corp. September 1999 - April 2000
Henry Poor Lumber Company October 1997 - September 1999
Education
Indiana University Kokomo 1999 — 2003
MBA, Business Administration
Purdue University 1990 — 1995
BA, Education (U.S. History, Govt, Sociology)
Kokomo High school
Superior Essex June 2013 - Present
Lincoln Financial Group January 2009 - November 2012
Lincoln Financial Group May 2007 - January 2009
JPMorgan Chase September 2005 - September 2006
Western & Southern Financial Group August 2004 - August 2005
Skills
Financial Analysis, Strategic Financial..., 401k, Series 6, Series 63, Life Insurance, Sales Plan, Budget Monitoring, Budget Process, Financial Statements, Financial Reporting, Financial Accounting, Statutory Accounting, Accounting, Data Analysis, Ad Hoc Reporting, LOMA 280, Business Continuity..., Financial Audits, SOX Compliancy, Business Objects, PeopleSoft, Hyperion HFM, Hyperion Planning, Crystal Reports, CPA, Sarbanes-Oxley Act, Essbase, Variance Analysis, Forecasting
Education
University of Saint Francis 2005 — 2007
MBA, Finance
Indiana Institute of Technology 2002 — 2004
BA, Marketing
University of Saint Francis 1998 — 2001
Master of Business Administration (MBA), Accounting and Finance
Western & Southern Financial Group June 2014 - Present
Allstate Financial Services, LLC November 2013 - June 2014
PNC 2009 - June 2013
Skills
Banking, Credit, Financial Analysis, Loans, Strategic Planning, Sales Management, Risk Management, Customer Service, New Business Development, Commercial Lending, Microsoft Office, Microsoft Excel, Public Speaking, Investments, Wealth Management, Management, Project Management, Program Management, Analysis, Small Business Lending, Relationship Management, Time Management, Fundraising, Leadership, Insurance, Data Analysis, Finance, Financial Services, Financial Planning, Retirement Planning, Employee Benefits, Life Insurance, Portfolio Management, Strategy, Mutual Funds, Team Building, Mortgage Lending, Marketing, Small Business, Retirement, Process Improvement, Sales, Retail Banking, Start-ups, Estate Planning, Financial Advisory, Disability Insurance
Education
Indiana University of Pennsylvania
Master of Business Administration (MBA), Fianace, Accounting, Strategic Operations Management, MIS
University of Pittsburgh
Bachelor's degree, Ecomonics, Business, Accounting, Computer Science
Western & Southern Financial Group April 2014 - Present
Harte Hanks October 2011 - Present
Skills
Customer Service, Microsoft Excel, Sales, Marketing, Account Management, Salesforce.com, Insurance, Cold Calling, PowerPoint, Leadership, Microsoft Office, Microsoft Word, Social Media, Time Management, Event Planning, Management, Life Insurance
Education
Kansas State University 2007 — 2011
Bachelor's degree, Social Sciences
RNR Capital Investment Group May 2014 - Present
RNR Capital Investment Group May 2014 - August 2014
Holiday Inn August 2013 - May 2014
RNR Capital Investment Group May 2013 - August 2013
180 Degrees Consulting September 2012 - May 2013
Hat Bazaar August 2010 - February 2013
Whirlpool Corporation June 2012 - August 2012
Western & Southern Financial Group March 2012 - March 2012
Kumon Learning Center May 2011 - August 2011
Skills
Business Strategy, Microsoft Office, Leadership, Management Consulting, B2B Marketing, Business Planning, Sales Operations, Commercial Real Estate, OS X, Six Sigma, Hotel Management, Data Analysis, Sales Analysis, Argus Modeling, Valuation
Education
Indiana University - Kelley School of Business 2011 — 2015
Finance Real Estate, Legal Studies, Mathematics
American Cancer Society June 2015 - Present
Farmers Insurance April 2014 - June 2015
Transamerica Agency Network, Inc. September 2012 - March 2014
Main St. Pub June 2011 - September 2012
Western & Southern Financial Group January 2009 - April 2011
Skills
Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, 401k, Cold Calling, Disability Insurance, Health Insurance, Whole Life, Sales, Employee Benefits, Retirement, Variable Annuities, Customer Service, Account Management, Universal Life
Education
Indiana University South Bend 1996 — 2000
Masters, Secondary Education
Indiana University South Bend
Bachelor, General Studies
Starbucks March 2013 - Present
Western & Southern Financial Group May 2012 - March 2013
Currently Seeking Employment December 2011 - August 2012
DLC Transcription Company May 2006 - December 2011
Curves for Women, Indianapolis, Indiana May 2003 - May 2006
Wordwright 1984 - 2004
Straubinger Flutes 1987 - 1998
Indianapolis Symphony Orchestra 1986 - 1989
Bosma Enterprises 1984 - 1984
Crossroads Rehabilitation 1978 - 1979
Skills
Teaching, Editing, Medical Terminology, Team Management, Leadership
Education
Indiana University-Purdue University at Indianapolis 2008 — 2008
Certificate, Project Management & Clinical Research
Burris Laboratory School
College Prep
Purdue University
BA, Psychology
Quinnipiac University
Associate, Science
Sogeti December 2011 - Present
Western & Southern Financial Group June 1998 - December 2011
Deaconess Hospital Cincinnati August 1986 - January 1998
Skills
Business Analysis, Visio, Security, HTML, Problem Solving, Requirements Gathering, Business Process, Enterprise Architecture, Computer Hardware, Requirements Analysis, Vendor Management, Project Management
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
Master's, Business Administration
Xavier University 1994 — 1997
Master's, Education
University of Cincinnati 1985 — 1990
Bachelor of Arts, Psychology
Hertz Corporation March 2012 - Present
Northern Pima County Women's Journal January 2012 - August 2012
Western & Southern Financial Group November 2010 - November 2011
Dollar Thrifty Automotive Group August 1999 - April 2010
Dollar Rent A Car May 1997 - July 1999
Dollar Rent A Car September 1994 - April 1997
Skills
Customer Service, Leadership, Management, Business Development, Team Building, Human Resources, Microsoft Excel, Contract Negotiation, Social Networking, Negotiation
Education
University of Phoenix 1992 — 2000
BS, Business Management
Las Positas College 1976 — 1991
Associates, Travel & Tourism, Dance and Art
Bank of America April 2015 - Present
Bank of America October 2014 - April 2015
Bank of America April 2014 - September 2014
Bank of America June 2013 - March 2014
Bank of America June 2012 - August 2012
JPMorgan Chase January 2009 - August 2011
Western & Southern Financial Group August 2008 - December 2008
Skills
Finance, Financial Analysis, Insurance, Management, Strategy, Spanish, Banking, Corporate Finance, Analysis, Financial Reporting, Italian, Credit Analysis, Investments, Business Forecasting..., Microsoft Excel, SQL, PowerPoint, Visio, Quality Control
Education
University of Notre Dame 2011 — 2013
MBA, Corporate Finance and Investments
University of Illinois at Urbana-Champaign 2005 — 2008
Bachelor of Arts (B.A.), Spanish, Italian and Economics
Lincoln Land Community College 2003 — 2005
Associate's degree of Science with an emphasis in Math, Science and Math
Coffman Insurance Agency April 2010 - Present
Western & Southern Financial Group January 2008 - April 2010
Frito Lay April 2004 - January 2009
Service Net 2000 - 2001
Skills
Fixed Annuities, Insurance, Small Business, Customer Service, Life Insurance, Disability Insurance, Health Insurance, Financial Analysis, Retirement Planning
Education
Webster University 2002 — 2004
MBA, Business
Indiana University Bloomington 1989 — 1994
BA, Political Science
Jeffersonville High
Penn Global Marketing January 2012 - Present
Boy Scouts of America: Rainbow Council 1980 - 2013
Western & Southern Financial Group March 2010 - November 2011
American Income Life May 2009 - March 2010
Skills
Identity Theft..., Life Insurance, Fixed Annuities, Medicare supplements, Disability Insurance, Identity Theft, Medicare, Term Life Insurance, Long Term Care Insurance, Retirement, Security, Team Building, Sales, Leadership, Staff Development, Fundraising, Volunteer Recruiting, Leadership Development, Volunteer Management, Public Speaking, Strategic Planning, Insurance, Small Business, Customer Service, Microsoft Office, Health Insurance
Education
Thornridge High School 1965 — 1969
Joliet Junior College
Business management
Western & Southern Financial Group December 2013 - Present
Electronics Valhalla January 2008 - January 2013
Copeland Corporation April 2003 - January 2008
Skills
Active Directory, System Administration, Servers, Network Administration, VMware, Help Desk Support, Windows 7, Disaster Recovery, Microsoft Exchange, Virtualization, Data Center, Citrix, Computer Hardware, IIS, DHCP, Technical Support, DNS, SQL, SharePoint, Red Hat Linux, Backup Exec, VPN, HTML, Information Technology, ITIL, Firewalls, Data Migration, Visio, Mac OS X, Network Security, Printers, CompTIA A+ Certification, Android, C, Java, Solidworks, Cisco Routers, IPSec, Encryption Software, .NET, Cisco VPN, Verilog, Matlab
Education
Indiana University-Purdue University at Indianapolis 2003 — 2006
B.S., Electrical Engineering
Indiana University East 2001 — 2003
Bachelor's degree, Mathematics
Connersville High School 1997 — 2001
ModusLink 2014 - Present
ModusLink 2013 - 2014
Western & Southern Financial Group 2011 - 2013
Indiana University Cyclotron Facility 2000 - 2010
Indiana University Cyclotron Facility 1990 - 2000
Indiana University Cyclotron Facility 1984 - 1990
Education
Indiana University Bloomington 1989 — 1998
Bachelor of Science, Physics
ITT Technical Institute 1983 — 1984
Bachelor of Applied Science, Automated Manufacturing Technology
ITT Technical Institute 1981 — 1983
Associate of Applied Science, Electronics Engineering Technology
union central life insurance co. 2006 - 2009
Western & Southern Financial Group September 2004 - July 2006
Empire General Life Ins Co & AIG ins 2002 - 2004
SAFECO/American States Life 1988 - 2001
Conseco 1986 - 1988
Education
Indiana Business College 1963 — 1966
associate, accounting
Western & Southern Financial Group April 2015 - Present
PlusOne Communications January 2013 - Present
CYO 2008 - 2013
Fransource International 2008 - 2013
Akron Beacon Journal 2003 - 2007
Skills
Corporate Communications, Advertising, Franchising, Sales Operations, Regional/National Sales
Education
Kent State University 1976 — 1978
BA, Journalism/Public Relations
Miami University 1974 — 1976
AA, Mass Communication
First Financial Bank September 2013 - Present
CareSource Management Group January 2013 - August 2013
Clark Schaefer Consulting March 2010 - January 2013
PricewaterhouseCoopers June 2006 - October 2009
Western & Southern Financial Group 2003 - 2006
lincoln financial group 1999 - 2003
Lincoln Financial Group 1996 - 1999
Skills
Sarbanes-Oxley Act, Business Process..., Enterprise Risk..., IT Audit, Internal Controls, CISA, Model Audit Rule, External Audit, SAS70, Internal Audit, Risk Assessment, Auditing, COSO, Security, Sarbanes-Oxley, Business Process, Information Technology, CPA, Finance, COBIT, Information Security..., SEC filings, Accounting, Financial Reporting, Information Security, Management Consulting, Assurance, Governance, Financial Accounting, SSAE 16, Risk Management, SOX 404, IT Controls, GAAP, Management, PCI DSS, Certified Fraud Examiner, Financial Risk, Forensic Accounting
Education
Indiana University - Kelley School of Business
Bachelor of Science, Accounting
Indiana University—Purdue University Fort Wayne
Masters of Business Administration, Management & Information Systems
MFS Supply January 2015 - Present
MFS Supply May 2013 - Present
MFS Supply February 2013 - June 2013
Western & Southern Financial Group February 2011 - February 2013
Ashcroft & Oak Jewelers April 2008 - December 2010
John Carroll Men's Track & Field December 2006 - May 2009
Park Place International May 2008 - June 2008
John Carroll University Sports Administration Office October 2006 - May 2008
Skills
Leadership, Customer Service, Marketing, New Business Development, Management, Microsoft Word, Sales, Finance, Microsoft Office, Retail, Microsoft Excel, Account Management, PowerPoint, Public Speaking
Education
John Carroll UniversityUniversity 2010 — 2012
Master, Business Administration
John Carroll University 2006 — 2010
Bachelor of Science, Business Administration - Marketing
Western & Southern Financial Group December 2014 - Present
Western & Southern Financial Group May 2012 - December 2014
Western & Southern Financial Group April 2011 - May 2012
WesBanco June 2007 - March 2011
National City Bank October 2005 - June 2007
American Eagle Outfitters May 2000 - October 2005
Skills
Insurance, Investments, Fixed Annuities, Retirement Planning, Mutual Funds, Teamwork, Coaching, Banking, Credit, Customer Service, Public Speaking, Strategic Planning, Microsoft Excel, Sales, Life Insurance, Microsoft Office, Series 6, Team Building, Leadership
Education
Indiana Wesleyan University 2009 — 2013
Bachelor’s Degree, Business Administration and Management, General
Indiana Wesleyan University 2009 — 2011
Associate’s Degree, Business Administration and Management, General
Hmong American Partnership January 2015 - Present
World Financial Group (WFG) January 2015 - Present
Hmong-American Partnership February 2013 - Present
MassMutual Financial Group January 2014 - November 2014
Western & Southern Financial Group September 2012 - December 2013
New York Life Insurance Company June 2010 - August 2012
Skills
Financial Services, Whole Life, Small Business, Health Insurance, Universal Life, Financial Analysis, Employee Benefits, Life & Health Insurance..., Customer Service, Budgets, Microsoft Office, Income Protection, Leadership, Sales, Customer Satisfaction, Sales Process, Public Speaking, Fixed Annuities, Nonprofits, Insurance, Non-profit Volunteer, Community Outreach, Community Service, Buy-sell Agreements, Asset Protection, Client Relations Skills, Social Networking, Life Insurance
Education
Lakeland College 2008 — 2010
Bachlor of Science, Business Management
Fox Valley Technical College 2003 — 2005
Associate of Science, Banking & Finance
SAS November 2014 - Present
SAS June 2012 - Present
North Carolina State University May 2011 - May 2012
Discovery Tutoring May 2010 - May 2011
Wake Technical Community College August 2008 - May 2011
Western & Southern Financial Group June 2002 - March 2004
Allstate May 2001 - June 2001
Towers Watson May 2000 - August 2000
Skills
SAS, Statistics, Mathematics, Data Mining, Economics, Analysis, Statistical Modeling, Predictive Analytics, Predictive Modeling, Analytics, Data Analysis, SAS programming, Optimization, Time Series Analysis, R, SPSS, Forecasting
Education
North Carolina State University 2011 — 2012
MSA, Analytics
Indiana University Bloomington 1999 — 2002
BS, Mathematics, minor Economics
CFISD August 2009 - Present
Region 4 ESC January 2006 - January 2009
Western & Southern Financial Group 2003 - 2004
AIG American General 1999 - 2003
Houston ISD November 1989 - June 1993
Skills
TxVSN Online Instructor..., E-Learning, ESL, Customer Service, Strategic Planning, Sales Management, Creative Writing, Teaching
Education
LeTourneau University 2009 — 2011
Master of Education (M.Ed.), Curriculum and Instruction, 3.49
LeTourneau University 2009 — 2011
Master of Education (M.Ed.), Educational Administration, 3.49
LeTourneau University 2007 — 2009
Bachelor of Interdisciplinary Studies, Elementary Education and Teaching, 3.63
Western & Southern Financial Group June 2008 - Present
DC Ventures, Inc. October 1998 - May 2008
Haywood & Petrow (CPA firm) November 1994 - October 1998
Education
Indiana University Bloomington 1987 — 1991
Bachelor's degree, Accounting
Quantum Financial Advisors 2013 - Present
Western & Southern Financial Group 2004 - 2013
ING 2001 - 2003
Lincoln Financial Group 1995 - 2001
Morgan Stanley 1985 - 1994
Citi 1981 - 1984
Bankers Trust 1979 - 1981
Various 1977 - 1979
Ursinus College 1974 - 1977
Franklin & Marshall College 1973 - 1974
Skills
Equities, Finance, Portfolio Management, Risk Management, Securities, Investments, Alternative Investments, Asset Management, Financial Analysis, Investment Strategies, Hedge Funds
Education
Indiana University Bloomington 1966 — 1971
Doctor of Philosophy (Ph.D.), Sensory Psychology, Minor in Mathematics and Physiology
Curry Automotive Center September 2015 - Present
Employbridge August 2014 - August 2015
Indiana University Bloomington August 2013 - January 2014
Employment Plus May 2012 - July 2012
Western & Southern Financial Group March 2012 - March 2012
City of Marion, Indiana July 2007 - July 2011
Zephyr Point Presbyterian Conference Center June 2010 - August 2010
Skills
Microsoft Excel, Pivot Tables, Human Resources, Marketing, Data Analysis, Microsoft SQL Server, CRM Databases, Project Management, Databases, Team Building, Training and Development, Event Planning, PowerPoint, Networking, Sales
Education
Indiana University Bloomington 2009 — 2014
Bachelor of Science (BS), Management, 3.5 / 4.0
Western & Southern Financial Group December 2014 - Present
Western & Southern Financial Group January 2014 - December 2014
Great American Insurance December 2012 - December 2013
University of Cincinnati January 2012 - December 2012
Graeter's June 2011 - December 2012
Brossart Pharmacy June 2007 - December 2012
Shady Lane Swim Club June 2007 - July 2011
Skills
VBA, HTML, Microsoft Excel, Team Leadership, Analysis, Microsoft Word, CQ5, SQL, XML, JavaScript, Teamwork, Microsoft Office, Jive
Education
University of Cincinnati College of Business 2015 — 2017
Master of Science (M.S.), Information Systems
University of Cincinnati College of Business 2011 — 2014
Bachelor of Business Administration (B.B.A.), Information Systems, 3.69
Indiana University - Kelley School of Business 2010 — 2011
Information Systems
St. Xavier High School 2006 — 2010
4.0
Kent State University May 2015 - Present
Kent State University May 2014 - May 2015
Aerotek March 2013 - April 2014
Western & Southern Financial Group November 2011 - March 2013
University of Mount Union January 2011 - May 2011
Kent State University January 2010 - May 2011
Abercrombie & Fitch November 2006 - December 2009
Education
Kent State University 2010 — 2011
Master's
University of Mount Union 2003 — 2006
Bachelor's
Kasa Group Miami January 2015 - Present
Brightstar Corp. January 2014 - December 2014
Brightstar February 2010 - December 2013
Brightstar August 2007 - February 2010
Brightstar April 2006 - July 2007
Raltron Electronics January 2004 - March 2006
Western & Southern Financial Group July 2002 - December 2003
Raltron Electronics September 1999 - June 2002
Skills
Forecasting, Budgets, Finance, Financial Analysis, Process Improvement, Accounting, ERP, Financial Reporting, Business Strategy, Outlook, Strategic Planning, Microsoft Excel, Vendor Management, Management, CRM, Inventory Management, Sales, Corel Draw, Sales Management, Project Planning, Cross-functional Team..., Accounts Receivable, Analysis, Team Leadership, PaintShop Pro, Microsoft Word, Telecommunications, Product Management, FrontPage, Software Documentation, Business Planning, Dreamweaver, Sales Operations, Business Development, Photoshop, Data Analysis, Account Management, Project Management, Auditing, New Business Development, Budget, Real Estate, Property Management, Marketing, Negotiation, Product Marketing, Training, Strategy, Contract Negotiation
Education
Indiana State University 2007 — 2008
B.S., Criminology & Criminal Justice
Miami Dade College 2004 — 2006
Associates, Business Administration
Florida Career College 2000 — 2000
Technical, Web Development
First Federal Bank of the Midwest May 2015 - Present
Springleaf Financial Services October 2014 - May 2015
OneMain Financial December 2013 - October 2014
Western & Southern Financial Group July 2013 - October 2013
Huntington National Bank March 2013 - July 2013
First Financial Bank April 2012 - March 2013
Wells Fargo February 2009 - April 2012
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Finance, Banking, Credit, Loans, Customer Service
Education
Indiana Institute of Technology 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Van Wert H.S.
High School Diploma
GoHealth October 2014 - Present
GoHealth August 2013 - October 2014
Calumet Park Cemetery Inc May 2012 - May 2013
Western & Southern Financial Group February 2009 - November 2011
Missionary Church, Inc. May 1999 - February 2009
Free Methodist Church – USA May 1983 - May 1999
Skills
Sales Management, Sales Process, People Skills, Team Leadership, Mentoring, People Development, Coaching, Communication, Computer Proficiency, People-oriented, People Management, Public Speaking, Easily Adaptable, Cultural Adaptation, Writing, Networking, Problem Solving, Creative Solutions, Influence Others, Influential Communicator, Team Building, Team Management, Employee Training, Positive Coaching, Leadership Development, Microsoft Office, Leadership, Customer Service, Sales, Training, Insurance, Account Management, Health Insurance, Marketing, Strategic Planning, Life Insurance, Nonprofits, Recruiting, Management, Call Centers, Community Outreach, Teaching, Process Improvement, Customer Satisfaction, Direct Sales, Event Planning, Customer Retention, Microsoft Word, Cold Calling, Time Management
Education
Indiana Wesleyan University 1976 — 1981
Bachelor's degree, Philosophy of Religion & Biblical Studies
RCLCO July 2015 - September 2015
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD April 2014 - August 2014
Indiana University Bloomington September 2013 - December 2013
China Everbright Bank June 2013 - July 2013
Western & Southern Financial Group 2013 - 2013
Skills
Microsoft Excel, Access, Photoshop, R, Matlab, Monte Carlo Simulation, Mathematics, Crystal Ball, Python, Accounting, Corporate Finance, Quantitative Finance
Education
University of California, Los Angeles 2014 — 2015
Master of Science (M.Sc.), Financial Engineering
Indiana University - Kelley School of Business 2010 — 2013
Bachelor of Science (BS), Major in Accounting and Finance, Minor in Math
MS Companies March 2012 - Present
Campus Quilts August 2011 - January 2012
Western & Southern Financial Group November 2005 - December 2008
Skills
Sales&Marketing, Critical Thinking, Organization, Time Management, Business Development, Manage Client..., Customer Satisfaction, Managing Associates, Presentations, Hiring Employees, Coordinating Schedules, Coordinating Events, Research, Analysis, Customer Surveys, Clerical Skills, Administrative..., Office Management, Microsoft Applications, Networking, Successful Business..., Public Speaking, Competitive, Result Oriented, Account Reconciliation, QuickBooks, Competitive Analysis, Fundraising, Scheduling Management, Access, Dentrix, Outlook Express, Pine, ACT!, Microsoft Publisher, Logical Thinking, Visionary, Leadership, Management, Customer Retention, Problem Solving, Team Leadership
Education
Jefferson Community College 1990 — 1991
Nursing, 3.9
Ross High School 1980 — 1983
High School Diploma, College Prep
Sean Harvey Insurance Agency January 2015 - Present
American National Insurance - Sean Harvey Agency October 2009 - December 2014
Western & Southern Financial Group October 2002 - September 2009
Cintas July 1999 - July 2002
Dodger Industries December 1994 - July 1999
Skills
Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Employee Benefits, Health Insurance, Property & Casualty..., Long-term Care, Small Business, General Insurance, Commercial Insurance, Underwriting, Pensions, Long Term Care, Farm Insurance, Term Life Insurance, Umbrella Insurance
Education
Indiana University-Southeast 2008 — 2011
Bachelor of General Studies, Liberal Arts and Sciences, General Studies and Humanities
Miami University-Middletown 2000 — 2001
No, Business Administration and Management, General
Iowa State University 1996 — 1996
No, Mechanical Engineering
Indiana University-Southeast 1994 — 1995
No, Business Administration and Management, General
Indiana University Bloomington 1987 — 1989
No, Business Administration and Management, General
Retirement Designers, Inc. June 2014 - Present
Western & Southern Financial Group June 2013 - June 2014
La Porte Service League 2013 - 2014
National Educational Services 2012 - 2013
Skills
Insurance, Sales, Retirement Planning, Investments, Financial Analysis, Retirement, Strategic Planning, Estate Planning, Financial Advisory, Leadership, Securities, Asset Allocation, Life Insurance, Wealth Management, IRAs, Long-term Care, Finance, Fixed Annuities
Education
Indiana University Bloomington 2000 — 2004
Bachelor's degree, History/Poly Sci
Millwood Computer January 2006 - Present
PMA USA (Performance Matters Associates, Inc.) May 2015 - June 2015
Alexander Correctional Institution February 2013 - March 2013
Big Sky Computer Sales and Sevice June 2010 - December 2010
RadioShack September 2008 - June 2010
Pro-Pallet July 2005 - September 2008
Western & Southern Financial Group March 2005 - June 2005
Skills
Networking, Troubleshooting, Servers, Routers, Computer Hardware, Computer Repair, Wireless Networking, Linux, Laptops, Microsoft Office, Software Installation, Windows 7, Printers, Computer Maintenance, Antivirus, Technical Support, Hardware, Windows, Operating Systems, Soldering, Data Center, Electronics Repair, Information Technology, Electronics, Employee Training, Windows XP, Windows Server, TV Repair, Mac, Customer Service, Public Speaking, Sales, Research, VPN, System Administration, Leadership
Education
Isothermal Community College 2011 — 2012
Computer Engineering Technology/Technician
Isothermal Community College 2010 — 2012
Computer Engineering Technology; Electronics Engineering Technology
Business Needs Capital August 2014 - Present
Conceptua Insurance Marketing February 2011 - Present
Western & Southern Financial Group October 2007 - December 2008
Heartland Servies December 2006 - September 2007
World Financial Group (WFG) 2006 - 2007
Skills
Retirement, Insurance, Employee Benefits, Retirement Planning, Mortgage Lending, Investments, Fixed Annuities, Term Life Insurance, Life Insurance, Disability Insurance, Long-term Care, Small Business, Sales, Strategic Financial..., Health Insurance, Licensed to Sell..., Team Building, 401k, Risk Management, Wealth, Investment Strategies, Whole Life, Estate Planning, Entrepreneurship, Financial Planners, Property & Casualty..., Wealth Accumulation, Asset Allocation, IRAs, Business Development, Brokers, Training, Selling, Wealth Management, General Insurance, Mutual Funds, Financial Advisory, Sales Management, Medicare, Commercial Insurance, Underwriting, Financial Services, Finance, Real Estate, Personal Finance, Cold Calling, Long Term Care Insurance, Agents, Critical Illness, Workers Compensation
Education
ITT Technical Institute-Mount Prospect 2004 — 2006
Associate's degree, Electrical and Electronics Engineering
Itt Technical Institute 2004 — 2006
Associates, Electronics Engineering
TriStar Southern Hills Medical Center (HCA) October 2012 - Present
Katiedid Events June 2010 - January 2014
First Tennessee Bank November 2008 - June 2010
Invigor8 Communications June 2008 - October 2008
Western & Southern Financial Group January 2007 - February 2008
Western & Southern Financial Group April 2003 - December 2006
Skills
Event Management, Public Relations, Marketing, Media Relations, Social Media Marketing, Corporate Events, Sales, Leadership, Training, Advertising, Marketing Strategy, Budgets, Social Networking, Public Speaking, Digital Marketing, Direct Marketing, Email Marketing, Management, Fundraising, Nonprofits, Event Planning, Customer Service, Social Media, Program Management, Marketing Communications, Business Development, Project Planning, Trade Shows, Time Management
Education
Lipscomb University 2014 — 2016
Master of Business Administration (M.B.A.)
University of Dayton 1998 — 2002
B.A., Communication
Western & Southern Financial Group September 2006 - Present
Insurance Wholesalers January 2007 - August 2008
Education
Ivy Tech Community College 2005 — 2006
business management
Western & Southern Financial Group January 2010 - Present
american income life April 2007 - April 2009
Skills
Consultative Selling, Sales Management, Cold Calling, Account Management, Telemarketing, Selling, Customer Relations, B2B, New Business Development, Sales Support, Negotiation, Business Relationship..., Market Planning, Customer Satisfaction, Insurance, Marketing Strategy, Team Building, Hiring, Call Center, Competitive Analysis, Customer Service, Direct Marketing, Team Leadership, Insurance Planning, Life Insurance, Sales, Fixed Annuities
Education
Lake Michigan College
The Hartford May 2014 - Present
The Hartford February 2010 - May 2014
Western & Southern Financial Group February 2009 - February 2010
Liberty Mutual Insurance February 2008 - February 2009
Enterprise Rent-A-Car July 2006 - March 2008
Skills
Insurance, Retirement, Retirement Planning, Life Insurance, Disability Insurance, 401k, IRAs, Financial Services, Investments, Underwriting, Sales, Marketing, Sales Management, Time Management, Communication, Microsoft Office, Microsoft Publisher, New Business Development, Workers Compensation, Leadership, Health Insurance, Risk Management, Property & Casualty...
Education
The University of Tennessee at Chattanooga 2000 — 2005
Bachelor of Arts (B.A.), Communication and Media Studies
Kaplan University 2008 — 2010
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
PwC September 2015 - Present
Milacron August 2014 - September 2015
Western & Southern Financial Group 2011 - 2013
TOYOTA 2001 - 2011
Great American Insurance 1999 - 2001
Alltel 1996 - 1999
Skills
Talent Management, Succession Planning, Performance Management, Organizational..., Talent Acquisition, Human Resources, Project Management, Leadership Development, Interviews, Leadership, Change Management, Recruiting, Training, PeopleSoft, Employee Relations, Performance Improvement, Strategy, Continuous Improvement, Temporary Placement, Organizational..., Instructional Design, Workforce Planning, Program Management, Strategic HR, Onboarding, Labor Relations, Organizational Design, Employee Engagement, Diversity, Career Strategist, A3, Coaching, Management, College Recruiting, HR Policies, Applicant Tracking..., Management Development, Career Development, New Hire Orientations, Employee Training, Employer Branding, Compensation & Benefit, Job Evaluation, Executive Coaching, Employee Benefits, Conflict Resolution, Succession Management, Site Selections, HRIS
Education
Center for Creative Leadership
Leadership Development Progam
Jacksonville University
Bachelor of Science (B.S.), Public Administration Minors: Business Administration and Political Science
Western & Southern Financial Group Sales ManagerThe Baltimore Life Insurance Company2004 - 2008
Skills
Selling, Retirement Planning
Education
Indiana University of Pennsylvania
Bachelors, Business Management
UC Health February 2011 - Present
Luxottica Retail March 2009 - April 2010
Amerigroup Corporation October 2007 - March 2009
WellPoint October 2006 - October 2007
Western & Southern Financial Group July 2003 - October 2006
BISYS Fund Services October 2000 - June 2003
Skills
Access, Data Analysis, Financial Analysis, Healthcare, Healthcare Information..., Cross-functional Team..., Crystal Reports, HRIS, SQL, Business Objects, Budgets, Training, PeopleSoft, nVision, Query Manager, Finance, Leadership, Analysis, Management, Process Improvement, Data Reporting, Oracle SQL, SuccessFactors, Data Compilation, Data Presentation, PS Query, Tree Manager
Education
Keller Graduate School of Management of DeVry University 2005 — 2008
MBA, Finance
University of Toledo 1995 — 2000
BBA, Business Administration and Management, General
None 2014 - Present
Chase Bank October 2012 - January 2014
Colonial Life July 2012 - September 2012
Colonial Life January 2012 - July 2012
Colonial Supplemental Insurance July 2011 - December 2011
Western & Southern Financial Group April 2009 - June 2011
The Delaware County Bank and Trust Co June 1996 - December 2008
Skills
Term Life Insurance, Mortgage Lending, Fixed Annuities, Life Insurance, Sales, Underwriting, Banking, Insurance, Refinance, Loans, Credit, Residential Mortgages, Consumer Lending, Branch Management, Real Estate, Customer Service, Mortgage Banking, FHA, Loan Origination
Education
John Carroll University 1981 — 1986
M.B.A., Business Administration
University of Virginia
Masters Degree, Retail Bank Management
Wells Fargo Advisors, LLC August 2014 - Present
Wells Fargo April 2013 - August 2014
ESCO Ltd. September 2011 - April 2013
Modern Woodmen of America April 2009 - November 2011
Western & Southern Financial Group July 2008 - October 2008
Edward Jones July 2007 - April 2008
UPS September 2001 - May 2007
UPS August 1999 - September 2001
UPS September 1996 - July 1999
UPS March 1993 - August 1996
Skills
Strategic Planning, Project Planning, Accounting, Analysis, Managerial Finance, Staff Management, GAAP, Employee Training, Leadership, Retirement Planning, Sales, Insurance, Budgets, Team Building, Operations Management, Finance, Leadership Development, Coaching, Public Speaking, New Business Development, Team Leadership, Payroll, Customer Service, Training, Customer Satisfaction, Marketing, Forecasting, Microsoft Excel, Process Improvement, Account Management, Strategic Financial..., Negotiation, Management, Contract Negotiation, Program Management, Logistics, PowerPoint, Microsoft Office, Outlook, Recruiting, Accounts Payable, Time Management, Sales Management, Organizational..., Business Analysis, Investments, Management Consulting, Long Term Care Insurance, Financial Analysis, General Ledger
Education
Lindenwood University 1993 — 1999
Bachelor, Business Administration
Christ For The Nations 1984 — 1986
Associate of Arts, Theology
Baltimore Poly 1974 — 1978
College Preparatory, Engineering
Western & Southern Financial Group July 2006 - Present
Western & Southern Financial Group April 2002 - June 2006
Source Retrieval 1995 - 2000
Skills
Web Content Management, Web Design, Project Management, Life Insurance, Email Marketing, Advertising, Dreamweaver, Social Media, Agile & Waterfall..., Art Direction, Website Development, Requirements Gathering, Lead Generation, Marketing Communications, E-commerce, Interaction Design, Management, Direct Marketing, Marketing, Social Media Marketing, Social Networking, Leadership, Usability, Customer Service, Online Marketing, Fire Eating
Education
Indiana University Bloomington 1985 — 1989
BA, Fine Arts
Western & Southern Financial Group November 2013 - Present
Cadillc ranch 2007 - 2011
Abuelo;s May 2005 - August 2006
Skills
Microsoft Office 2007, Customer Service, Microsoft Excel, Outlook, PowerPoint, Time Management, Access, Data Entry, Process Scheduler, Administrative..., Accounts Receivable, System Administration, Office Management, Accounts Payable, Administration, Payroll, Sales, Training, Customer Satisfaction
Education
Kaplan University 2008 — 2011
Bachelor of Science, Business Management and Administration
Western & Southern Financial Group June 2012 - September 2012
Cracker Barrel December 2006 - November 2008
Cracker Barrel Old Country Stores December 2006 - November 2008
First Resource Federal Credit Union August 2005 - November 2005
Manpower May 2005 - November 2005
Collins & Aikman Inc. August 1989 - January 2004
Fifth/Third Bank May 1988 - July 1989
Citizens National Bank September 1987 - April 1988
Mead & White Electric May 1986 - September 1987
Skills
Accounts Payable, Payroll Processing, Accounts Receivable, ADP, Accounting, Inventory Management, Excel, Word, Financial Reporting, Quickbooks, PowerPoint, Customer Service, Receiving, Microsoft Office, Auditing, Data Entry, Spreadsheets, Financial Analysis, Administration, Scheduling, Lotus Notes, Purchasing, Inventory Control, Teamwork, Problem Solving, Billing, Retail, Customer Relations, Telephone Skills, Employee Relations, Customer Satisfaction, Vendor Relations, Invoicing, General Ledger, Accruals, Bookkeeping, Reconciliation, Account Reconciliation, Typing, Balance, Fax, Expenses, Administrative Support, Cash Flow, Fixed Assets, P&L, Journal Entries, Cost Accounting, Internet Explorer, AS400
Education
Western Michigan University 1983 — 1985
Bachelor, Business Administration; Accounting, 3.20
Lake Michigan College 1980 — 1982
Associate, Applied Business; Major: Secretarial Science, 3.82
Western & Southern Financial Group March 2015 - Present
COUNTRY Financial November 2012 - December 2014
Country Financial February 2006 - October 2012
COUNTRY Financial® 1993 - 2006
Education
Illinois State University 1982 — 1986
B.S., Economics
Humana October 2010 - Present
Humana December 2007 - Present
Western & Southern Financial Group November 2005 - December 2007
Integrity Life (Subsidary of Western Southern Financial Group), Louisville, KY August 2000 - November 2005
Papa John’s International, Inc., Louisville, KY July 1999 - August 2000
Dey Systems, Inc.- Name has changed to Deyta, Inc., Louisville, KY December 1994 - July 1999
Skills
Microsoft SQL Server, Agile Methodologies, C#, jQuery, PL/SQL, Java, SDLC, .NET, Business Intelligence, JavaScript, SQL, Testing, Oracle, Unix, HTML 5, jQuery Mobile, Scrum, Objective-C, Sybase, Mobile Applications, ASP.NET MVC, Swift
Education
Indiana University-Southeast 1991 — 1996
Bachelor of Science (B.S.), Computer Science
Nelson Westerberg, Inc November 2013 - February 2014
Lift Works Inc. May 2013 - October 2013
Western & Southern Financial Group January 2013 - May 2013
Textura Corporation September 2012 - October 2012
ITW Linx May 2012 - June 2012
Zazove Associates, LLC January 2006 - February 2012
Thermos Company 2001 - 2005
Spring Air Mattress 1998 - 2001
Chris Industries, Inc. 1995 - 1997
ARI Industries 1990 - 1994
Skills
General Ledger, Accounting, Financial Reporting, Excel, Reconciliation, Accounts Payable, Journal Entries, Quickbooks, Account Reconciliation, Word, Accounts Receivable, Bank Reconciliation, Invoicing, Financial Statements, Cash Management, Tax, Financial Analysis
Education
Illinois Institute of Technology 1985 — 1989
Bachelor Busn Admn, Accounting
Academy of Our Lady High School 1983 — 1985
High School Diploma, College Prep, 3.o
Western & Southern Financial Group PaternerR.P.G. SalesSeptember 1991 - August 2007
Education
Johnson & Wales University 1981 — 1983
Roth Bros./Sodexo February 2015 - Present
Verizon Wireless June 2013 - December 2014
Verizon Wireless March 2011 - June 2013
FEIC Financial January 2010 - May 2010
Verizon Wireless March 2009 - February 2010
Western & Southern Financial Group February 2008 - March 2009
Barnum Beauty Systems February 2007 - February 2008
St. Elizabeth Health Center April 2005 - August 2006
Skills
Customer Service, Negotiation, Team Building, Leadership, Management, Coordinator, Relationship-builder..., Insurance, Licensed Life & Health..., Annuity Sales, Financial Markets, Healthcare Industry, Medical Sales, Capital Equipment Sales, Telecommunications, Purchasing, Supply Chain, Materials Management, Notary Public, Customer Satisfaction, Account Reconciliation, Key Performance..., Microsoft Office
Education
Kent State University 2001 — 2003
Executive MBA, Business Administration, Management and Operations
Malone College 1997 — 1999
Bachelor of Arts (B.A.), Business Administration
Amazon March 2012 - Present
Integrity Staffing Solutions October 2011 - January 2012
Northwestern Mutual August 2008 - January 2010
Western & Southern Financial Group June 2007 - June 2008
Wal-Mart March 2006 - March 2007
Meijer January 1996 - December 2005
Skills
Team Building, Customer Service, Merchandising, Sales, Strategic Planning, Team Leadership, Leadership, Management, Microsoft Office, Process Improvement, Public Speaking, Marketing, Insurance, Logistics, Program Management, Leadership Development, Project Management, Microsoft Word, Business Strategy, Coaching
Education
Indiana Wesleyan University 2003 — 2008
Bachelors, Business Administration
cmcglobal February 2009 - Present
cmcglobal February 2008 - February 2009
Western & Southern Financial Group June 2007 - November 2007
Skills
Sales, Event Planning, Management, Program Management, Logistics, Operating Budgets, Time Management, Team Leadership, Customer Service, Negotiation, Marketing, Budgets, Leadership, Project Management, Event Management
Education
Indiana University Bloomington 2004 — 2007
B.S., Kinesiology
Hamilton Southeastern 1999 — 2003
CBC Restaurant Corp. April 2002 - Present
Health Mex Inc. August 1999 - January 2002
Western & Southern Financial Group August 1998 - June 1999
Education
Joliet Junior College 2010 — 2012
General Studies, 4.0 GPA
Western & Southern Financial Group June 1983 - Present
Western Southern Financial Group 1983 - January 2006
Skills
Life Insurance, Retirement, Disability Insurance, Fixed Annuities, Employee Benefits, Retirement Planning, Leadership, Recruiting, Insurance, Management, Long-term Care, Performance Management, Team Building, Sales Management, Health Insurance, Coaching, Sales, Strategic Planning, New Business Development, Customer Retention, Small Business, Succession Planning
Education
Indiana University-Purdue University at Indianapolis
Business/Managerial Economics
Robert Half October 2014 - Present
Robert Half International August 2008 - October 2014
Millers Presort Inc. 2007 - 2008
ADP 2005 - 2007
Western & Southern Financial Group 2002 - 2005
Skills
Management, Recruiting, Human Resources, Leadership, Payroll, Microsoft Excel, Microsoft Office, Sales, Accounting, Customer Service
Education
Keller Graduate School of Management of DeVry University 2006 — 2008
Masters, Accounting and Financial Management
Ohio University 1994 — 1998
Bachelors, Business Administration
Porter Memorial Hospital June 2014 - Present
Northwestern Mutual June 2014 - Present
Western & Southern Financial Group March 2012 - June 2014
LHP Software August 2007 - January 2010
Fifth Third Bank 2004 - 2007
Harland and Company 2002 - 2003
Alltel Information Services 2000 - 2003
Metavante 1991 - 2000
Mellon 1987 - 1991
CSI 1969 - 1987
Skills
Strategic Partnerships, Account Management, New Business Development, Banking, Business Development, Product Marketing, Product Management, Financial Services
Education
Indiana University - Kelley School of Business 1968 — 1974
BS, Business
Gensuite LLC January 2011 - Present
Western & Southern Financial Group August 2010 - October 2010
SportsPartners GmbH & Co KG July 2009 - April 2010
VIPexperience Limited February 2008 - July 2008
NgEK, Inc. 2005 - 2007
Skills
ExtJS, ColdFusion, HTML5
Education
University of Cincinnati College of Business 2004 — 2009
Bachelor, Information Systems, German
Johannes Kepler Universität Linz 2007 — 2008
Benefits Plus 2011 - Present
WellCare September 2011 - November 2012
UnitedHealthcare August 2008 - September 2011
Western & Southern Financial Group September 2009 - May 2010
Aflac August 2007 - September 2009
Skills
Insurance, Health Insurance, Life Insurance, Employee Benefits, Whole Life
Education
Lakeland Community College 2004 — 2006
Microcomputer Specialist, Information Technology, 3.0
M.T.I. Business College 1995 — 1996
Computer Management, Information Technology, 3.3
Batteries Plus Bulbs September 2013 - Present
Work Source Oregon September 2012 - December 2012
Easter Seals, Inc. April 2012 - September 2012
Western & Southern Financial Group August 2006 - January 2008
Peregrine Financial Group November 2003 - March 2004
Barclays Capital Markets August 2001 - May 2003
Merrill Lynch September 1993 - October 2000
Merrill Lynch August 1988 - September 1993
Skills
Financial Markets, Trading, Derivatives, Risk Management, Fixed Income, Options, Bloomberg, Hedge Funds, Financial Services, Securities, Finance, Series 7, Technical Analysis, Investments, Commodity, Financial Risk, Asset Management, Portfolio Management, Banking, Relationship Management, Brokerage, FINRA, Capital Markets, Wealth Management, PowerPoint, Leadership, Hedging, Mutual Funds, Emerging Markets, Insurance, Business Development, Economics, Trading Systems, Equity Trading, Financial Analysis, Bonds, Electronic Trading, Employee Training, Interviews, Employee Benefits, Human Resources, Strategic Financial..., Asset Allocation, Investment Advisory, Commodities, Compliance, Risk, Senior Relationship..., Series 3, Back Office
Education
Illinois Institute of Technology 1998 — 2000
Continuing studies on financial markets
The University of New Mexico 1974 — 1979
Bachelor of Arts, Economics
Collegiate Canine January 2001 - Present
WT Apparel 2002 - 2009
Western & Southern Financial Group July 2007 - September 2008
Education
Indiana State University - Scott College of Business 2004 — 2007
B.S., Business Management
U.S. Bank January 2015 - Present
US Bank June 2007 - March 2014
Provident Bank December 2003 - May 2007
Western & Southern Financial Group June 2002 - November 2003
Wittenberg University Football 1997 - 1999
Skills
Strategic Planning, Coaching, Analysis, Customer Service, Leadership, Project Management, Team Building, Microsoft Excel, Team Leadership, Management, Leadership Development, Event Planning, Microsoft Office, Marketing Strategy, Retail, Account Management, Banking, Credit, Marketing
Education
DeVry University's Keller Graduate School of Management-Ohio 2006 — 2010
Master of Business Administration (M.B.A.), Project Management
Wittenberg University 1998 — 2001
Bachelor of Arts (B.A.), Sociology
Western & Southern Financial Group
Education
Lincoln University (MO) 1977 — 1978
Criminal Justice
Western & Southern Financial Group July 2010 - Present
MAPSYS 2006 - Present
Hoosier Lottery 2007 - 2009
CountryMark 1991 - 1996
Indiana Farm Bureau Coop 1974 - 1992
Education
Indiana University - Kelley School of Business 1983 — 1985
MBA, Finance
University of Kentucky 1971 — 1974
BS, Accounting
Casey County High School 1964 — 1965
Enterprise Rent-A-Car September 2013 - Present
Enterprise Rent-A-Car January 2013 - Present
Enterprise Rent-A-Car April 2011 - December 2012
Glencoe Golf Club May 2010 - August 2010
Lakeshore Country Club May 2003 - August 2010
Habitat for Humanity International July 2007 - May 2010
United Way of America August 2008 - January 2009
Western & Southern Financial Group July 2008 - August 2008
Coordinated Claims Services May 2007 - August 2007
Boys and Girls Clubs of America November 2005 - May 2006
Skills
Talent Acquisition, Telecommunications, Customer Service, Time Management, Multi Tasking, Microsoft Office, Money Management, Marketing, Sales, College Recruiting, Recruiting, Education, Customer Acquisition, College education, Income Protection, Cold Calling, Customer Retention, Program Management, Event Planning, Social Media
Education
Professional Golfers Career College 2010 — 2011
Golf Management
Hope College 2005 — 2009
Bachelors, Communications
Miami University 2008 — 2008
Summer Business Institute
Aria Retirement Solutions November 2011 - Present
AEGON Transamerica September 2004 - 2011
Western & Southern Financial Group 2003 - 2004
Aegon, Advisor Resources September 1999 - August 2003
Energy Masters 1995 - 1999
Skills
Investment Advisory, Retirement, Securities, Series 6, Investments, Finance, Insurance, Life Insurance, Sales, Cold Calling, Fixed Annuities
Education
College of Financial Planning
Certified Financial Paraplanner
Jefferson Community College
Communications
Western & Southern Financial Group November 2008 - Present
Lyke Enterprises March 1998 - October 2008
Applied Bank Solutions LLC 1995 - 1998
Education
University of Cincinnati 1986 — 1989
Electrical Engineering
Kettering University 1983 — 1986
Electrical Engineering
Moreau High School
Ohio National Financial Services January 2013 - Present
Ohio National Financial Services July 2010 - December 2012
Ohio National Financial Services April 2000 - July 2010
Western & Southern Financial Group July 1996 - April 2000
Skills
Organizing, Attention To Detail, Analytical Abilities, Fixed Annuities, Insurance, Financial Reporting, Strategic Financial..., Financial Analysis, Financial Modeling, Life Insurance, Actuarial Science, Internal Controls, Accounting, Process Improvement, Enterprise Risk..., 401k, Universal Life
Education
Liberty University 1983 — 1987
BS, Mathematics and Business
Rock City Church July 2013 - Present
Fifth Third Securities May 2010 - July 2013
Charter One Bank October 2009 - May 2010
Western & Southern Financial Group April 2009 - October 2009
General Motors September 2006 - April 2009
Delphi July 2005 - September 2006
Skills
Inventory Management, Leadership, Sales, Finance, Strategic Financial..., Customer Service, Personal Financial..., Investments, Insurance, Banking, Retail Banking, Retirement Planning, Church Administration, Accounting, Church Growth, Church Planting, Human Resources, Budgets
Education
Liberty University 2008 — 2012
Bachelor of Science in Business, Finance
University of Mississippi
Master of Business Administration (M.B.A.)
Huron High School
Youngstown Christian
Youngstown Christian
Stonewood Financial Solutions November 2011 - Present
Western & Southern Financial Group 2006 - 2011
Integrity Life Insurance Company 1995 - 2005
Skills
Actuarial, Annuities, Insurance, Actuarial Science, Fixed Annuities, Life Insurance, Reinsurance, Pensions, Retirement Planning, Retirement, ALM, Variable Annuities, Economic Capital, Investments, 401k, Strategic Financial..., Solvency II, Embedded Value, Term Life Insurance
Education
Illinois State University
Bachelor's degree, Mathematics
Western & Southern Financial Group March 2015 - Present
Western & Southern Financial Group February 2011 - March 2015
Western & Southern Financial Group February 2007 - January 2011
Western & Southern Life January 2006 - February 2007
Integrity Life Insurance Company 1999 - 2005
Robert Half November 1998 - March 1999
Enterprise Rent-A-Car March 1995 - October 1998
Route April 1993 - December 1993
E & D Grain September 1991 - March 1993
United States Marine Corps August 1987 - August 1991
Skills
Process Improvement
Education
Indiana University-Southeast 2004 — 2006
MBA, Master
McKendree College 1996 — 1998
Bachelor of Arts (BA), Accounting
Western & Southern Financial Group November 2009 - Present
1 EDI Source, Inc. November 2008 - March 2009
AT&T September 2008 - November 2008
Pferd Stables May 2001 - September 2008
Education
Lake Erie College 1997 — 2001
Bachelors in Arts and Science
Adecco Staffing, USA March 2015 - September 2015
UniFirst Corporation August 2014 - February 2015
RiverCity Financial January 2014 - August 2014
Western & Southern Financial Group August 2013 - March 2014
OneMain Financial March 2013 - August 2013
Title Max January 2009 - January 2010
Community Loans of America January 2008 - January 2009
Laughs on the Landing Comedy Club April 2005 - April 2008
U.S. Army/U.S. Army Reserves January 2000 - January 2008
Skills
Insurance, Leadership, Management, Cash Management, Loans, Transportation, Sales, Sales Prospecting, Cold Calling, Sales Management, Recruiting, Life Insurance, Customer Retention, Credit, Financial Services, Customer Satisfaction, Account Management, Marketing, Customer Service, Negotiation, Microsoft Office, Sales Operations, Sales Process, Business Development
Education
Lindenwood University 2011 — 2015
Bachelor's degree, Criminal Justice and Corrections
Edwardsville High School
Southern Illinois University, Edwardsville
NAIFA 2010 - Present
Western & Southern Financial Group March 1997 - Present
Western Southern Financial Group March 1997 - Present
Skills
Disability Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Health Insurance, IRAs, Whole Life, Insurance, Critical Illness, Long Term Care Insurance, Universal Life, 401k
Education
Indiana University South Bend 1982 — 1983
Concord High 1975 — 1978
Transamerica 2015 - Present
Transamerica May 2013 - Present
Western & Southern Financial Group April 1999 - January 2013
Western & Sothern Financial Group 1999 - January 2013
Skills
Long-term Care, Disability Insurance, Retirement Planning, Insurance, Sales Management, Health Insurance, Fixed Annuities, Term Life Insurance, Series 63, Series 26, Training, Employee Benefits, Long Term Care Insurance, Life Insurance, FINRA, Recruiting, Selling, Mutual Funds, IRAs, Management, Whole Life, Universal Life, Critical Illness, Wealth Accumulation, Variable Annuities, Wealth, Financial Services, Roth IRA, Cold Calling, Marketing, Retirement, Strategic Financial..., Hiring, 401k Rollovers, Time Management, Estate Planning, Financial Advisory, Customer Retention, Succession Planning, Umbrella Insurance, Securities, Budgets, General Insurance, Medicare, Selling Skills, Building Relationships, Accident, Life, Brokers, Income Protection
Education
Ashland College, LCCC 1989 — 1997
Education
Hondros College of Business
Investments and Securities
The American College
LUTCF
Western & Southern Financial Group January 2009 - Present
Western & Southern Financial Group March 2006 - December 2008
Western & Southern Financial Group January 2005 - March 2006
Western & Southern Financial Group January 2004 - January 2005
Education
Indiana University—Purdue University Fort Wayne 1992 — 1995
English
AIDS Taskforce of Greater Cleveland January 2011 - March 2015
Western & Southern Financial Group September 2009 - February 2011
Northeast Ohio Regional Sewer District May 2008 - August 2009
Kent State University Office of Internal Audit August 2007 - May 2008
TRZ Communications Services, Inc. August 2006 - May 2008
Skills
Accounting, Auditing, Financial Reporting, Financial Statements, Account Reconciliation, Financial Analysis, Internal Controls, QuickBooks, Sarbanes-Oxley Act, General Ledger, Accounts Receivable, Bank Reconciliation, Budgets, Payroll, Accounts Payable, Variance Analysis, Internal Audit, Financial Accounting, Cost Accounting, GAAP, Analysis, Finance, Journal Entries, Nonprofits
Education
Kent State University 2004 — 2008
Bachelor of Business Administration (B.B.A.), Accounting
Western & Southern Financial Group 2005 - Present
Hamilton County Job and Family Services 2000 - 2005
Skills
Leading Diverse Teams, Customer Service, Supervision, Quality Assurance, Staff Development, Data Analysis
Education
Indiana Wesleyan University 2011 — 2013
MSM, Management, 3.9 GPA
Cincinnati Christian University 2009 — 2011
BS, Management and Ethics, Biblical Studies, 3.4 GPA
Western & Southern Financial Group July 2010 - Present
Western & Southern Financial Group July 2004 - June 2010
Prudential Financial December 1983 - June 2004
Prudential Financial October 1981 - November 1983
Education
Indiana University Bloomington
Bachelor's, Marketing
Western & Southern Financial Group March 2014 - Present
Warren Township Community Center February 2006 - Present
Lela's Etc. September 2012 - February 2014
The Added Touch September 2011 - August 2013
Kent State University Tuscarawas Writing Center September 2007 - May 2011
Breadhead Bakery May 2009 - September 2009
The Canton Club May 2008 - January 2009
Tuscarawas County YMCA May 2008 - September 2008
Yesterday's Family Bar & Grille September 2004 - August 2005
Skills
Editing, Creative Writing, Social Media, Research, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Photoshop, Microsoft Excel, Journalism, Facebook, English, Copy Editing, Social Networking, Proofreading, Customer Service
Education
Kent State University 2004 — 2011
Bachelor's Dual degree, English and Psychology
Tuscarawas Valley High School 2000 — 2004
Diploma, College Prep
JPMorgan Chase Bank June 2015 - Present
JPMorgan Chase Bank, N.A. April 2014 - May 2015
JPMorgan Chase June 2011 - March 2014
Western & Southern Financial Group January 2011 - May 2011
South Bend Silver Hawks December 2005 - January 2011
Education
Indiana Wesleyan University 2008 — 2010
MBA, Management
Muskingum College 2001 — 2005
Bachelor of Arts (BA), History
Western & Southern Financial Group
Skills
Cold Calling, Sales, Account Management, Direct Sales, Sales Management, Marketing, Selling, Insurance, Sales Process, Sales Operations, Sales Presentations, Solution Selling, B2B, Customer Retention, Salesforce.com, Pricing, New Business Development, Customer Satisfaction
Education
Kent State University
One Resource Group May 2015 - Present
Western & Southern Financial Group May 2014 - May 2015
Aflac 2007 - 2011
Skills
Customer Service, Leadership, Management, Marketing, New Business Development, Public Speaking, Sales, Sales Management, Small Business, Team Building, Property, Insurance, Real Estate, Referrals, Fixed Annuities, Term Life Insurance, Life Insurance, Health Insurance, Negotiation
Education
Ivy Tech Community College 2014 — 2015
Tecnical Certificate, Human Resources Management and Services
Ivy Tech Community College 2012 — 2014
Associate's degree, Business Administration and Management, General, 3.2
Ivy Tech Community College-Northeast 2012 — 2014
Associate of Science (A.S.), business
Rite Aid Pharmacy July 2007 - Present
Western & Southern Financial Group January 2013 - May 2013
Skills
Business Communications, Excel, PowerPoint, Teamwork, Inventory Management, Time Management, Microsoft Word, Customer Service, Microsoft Office, Customer Satisfaction, Management, Team Leadership, Sales, Retail, Merchandising, Training, Telephone Skills, Financial Analysis
Education
Kent State University 2010 — 2014
business finance
PNC Bank April 2014 - Present
Western & Southern Financial Group January 2003 - April 2014
Skills
Time Management
Education
Kent State University 2000 — 2002
Master's degree, Sports and Recreation Managment
The Ohio State University 1995 — 1999
Bachelor's degree, Business Administration and Management, General
Western & Southern Financial Group November 2009 - Present
Education
Kaplan University
Western & Southern Financial Group October 2012 - Present
CSV-Levate Bergamo Italy May 2006 - May 2009
Mobil Oil Togo May 2000 - June 2005
Skills
English, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Strategic Planning, Outlook, Budgets, Negotiation
Education
Walden University 2013 — 2015
DBA Candidate, International Business
Kaplan University-Davenport Campus 2010 — 2012
Master of Business Administration (MBA), International Business, GPA 3.79
Universita degli Studi di Bergamo 2006 — 2006
Communication
Universite du Benin (Togo) 1991 — 1996
Masters, Business Law
BB and T Insurance June 2006 - Present
Western & Southern Financial Group August 2003 - August 2005
Skills
Term Life Insurance, Insurance, Buy-sell Agreements, IRAs, Underwriting, Variable Annuities, Whole Life, Roth IRA, Strategic Financial..., Property & Casualty..., Workers Compensation
Education
Instituto Centroamericano de Administración de Empresas 1986 — 1987
Postgraduate in Business Administration, Business Administration and Management, General
University of Nicaragua, Managua 1976 — 1980
Bachelor's degree, Accounting and Finance
The Auto Club Group June 2010 - Present
Western & Southern Financial Group May 2004 - October 2007
Education
Indiana University Bloomington 1983 — 1988
Bachelor's degree, Marketing/Marketing Management, General
ST. JOSEPH'S HIGH SCHOOL 1979 — 1983
Franciscan St. Elizabeth Health March 2013 - Present
Seeking New Opportunities September 2012 - March 2013
Kirby Risk Corporation April 2012 - September 2012
Western & Southern Financial Group July 2011 - February 2012
Lafayette Life Insurance November 1980 - July 2011
Skills
Microsoft Excel, Microsoft Word, Outlook, Accounting, Accounts Re, Accounts Pay, Customer Service, Investment Accounting, Procedure Review, Personnel Supervision, Personnel Evaluation
Education
Indiana Wesleyan University 1986 — 1988
Bachelor of Science (B.S.), Business Administration and Management, General
American Institute of Business 1974 — 1976
Associate's degree, Accounting
Columbian Financial Group June 2014 - Present
Western & Southern Life December 2008 - June 2014
Western & Southern Financial Group December 2008 - June 2014
Skills
Life Insurance
Education
John A Logan College
SIU
Western & Southern Financial Group August 2008 - Present
Skills
Life Insurance
Education
Ivy Tech Community College 2009 — 2016
Associate of Science (AS), Criminal Justice and Corrections
Western & Southern Financial Group June 2008 - Present
DC Ventures/Williams Realty October 1998 - May 2008
Face Off,Inc February 2000 - April 2003
Education
Indiana University Bloomington 1987 — 1991
Bachelor's degree, Business
Goodwill industries October 2013 - Present
Western & Southern Financial Group October 2012 - October 2013
Dollar General March 2011 - October 2012
Sears Holdings Corporation September 2004 - December 2010
Skills
Interviews, Management, Recruitments, Hiring, Training, Sales, Customer Service, Account Management, E-Learning, Internet, Microsoft Word, PowerPoint, Risk Assessment
Education
Indiana University South Bend 2003 — 2004
Western & Southern Financial Group May 2014 - Present
Education
Indiana Wesleyan University 2012 — 2013
Northern Kentucky University 2003 — 2011
Associate's degree, Business/Commerce, General
Western & Southern Life October 2010 - Present
Western & Southern Financial Group October 2010 - Present
Skills
Universal Life, Insurance, Fixed Annuities, Life Insurance, General Insurance, Health Insurance, Commercial Insurance, Property & Casualty..., Disability Insurance, Whole Life, Term Life Insurance, Long-term Care, Underwriting, Small Business, Retirement Planning, Employee Benefits, Critical Illness
Education
Indiana State University - School of Business 1982 — 1986
Bachelor's Degree, Business Administration and Management, General
Columbus McKinnon September 2011 - Present
Western & Southern Financial Group September 2010 - September 2011
NiSource October 1994 - August 2010
Skills
Basic Management, customer service, Motivated self-starter, Restaurant Management, Natural Gas
Education
Kent State University
Basic Courses, Computers and environmental, 3.8
JPMorgan Chase Bank NA December 2010 - Present
Author Solutions, LLC December 2009 - December 2010
Western & Southern Financial Group April 2009 - December 2009
Beneficial/HSBC July 1993 - April 2009
Education
Indiana Wesleyan University 2010 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Newton High School
Newton High School
Carolina Farm Credit May 2006 - Present
Western & Southern Financial Group October 2005 - May 2006
Skills
Communications, Customer Relations, Public Relations, Mortgage Banking, Interpersonal Skills, Customer Service, Marketing
Education
Jones International University 2007 — 2009
Master of Arts (M.A.), Business/Corporate Communications
Mars Hill University 2001 — 2005
Bachelor of Arts (B.A.), Political Science and Government
Self-employed 2010 - Present
Western & Southern Financial Group 2010 - 2014
Skills
Life Insurance, Health Insurance, Customer Service, Sales, Management, Liability, Disability Insurance, Fixed Annuities, Term Life Insurance, Retirement Planning, Retirement, Long-term Care, Investments, Whole Life, Financial Services, Financial Planning, Property & Casualty..., General Insurance, Underwriting, Commercial Insurance, IRAs
Education
Indiana University - Kelley School of Business
MBA, Finance, General
University of Kentucky
BS, Accounting and Finance
Self-Employed April 2015 - Present
Freelance & Consulting October 1994 - Present
Beech Grove City Schools July 2007 - December 2014
Western & Southern Financial Group February 2005 - July 2006
NCA Group September 2004 - December 2004
Express Employment Professionals March 2004 - April 2004
Jackson Hewitt Tax Service Inc. January 2004 - April 2004
Eli Lilly and Company November 1998 - October 2002
Kelly Services July 1997 - November 1998
Self-Employed February 1993 - June 1997
Skills
Accounting, Bookkeeping, Administrative..., QuickBooks, Microsoft Office, Microsoft Word, Microsoft Excel, Social Networking, Direct Sales, Network Marketing..., PowerPoint, Time Management, Accounting for Small..., Small Business Marketing, Payroll, Accounts Payable, Accounts Receivable, Customer Satisfaction, Small Business..., Purchasing, Training & Development, Life Insurance, Long-term Customer..., Financial Reporting, Tax Preparation, Financial Accounting, Account Reconciliation, General Ledger
Education
Western Governors University 2011 — 2016
Bachelor of Science, Accounting, Accounting
Indiana Business College 1994 — 1994
Diploma, Medical/Clinical Assistant