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
Western & Southern Financial Group 2011 - Present
Western & Southern Financial Group 1975 - 2011
Ashland High School and Hillsdale High School 1980 - 2002
Skills
Risk Management, Process Improvement, Sales, Sales Management, Team Building
Education
The College of Wooster 1972 — 1974
None
PwC July 2014 - Present
PwC July 2011 - June 2014
PwC September 2008 - June 2011
Manning & Associates CPAs, LLC January 2008 - June 2008
Western & Southern Financial Group January 2007 - November 2007
Education
Wright State University 2004 — 2007
Bachelor of Science (B.S.), Accounting
The Ohio State University 2003 — 2004
Western & Southern Financial Group August 2014 - Present
Western & Southern Financial Group March 2013 - August 2014
Western & Southern Financial Group August 2011 - March 2013
Legacy Wealth October 2010 - April 2011
Skills
Customer Service, Finance, Fixed Annuities, Insurance, Reinsurance, Banking, Financial Analysis, Risk Management, Financial Services
Education
Transylvania University 2007 — 2011
Bachelor of Arts (BA), Economics
Fund Evaluation Group March 2014 - Present
Peck, Shaffer & Williams December 2012 - February 2014
Katz Teller Brant & Hild October 2008 - December 2012
Western & Southern Financial Group July 2005 - October 2008
Health Alliance 2003 - 2005
Group Health Associates 1998 - 2003
Skills
Employee Relations, HRIS, Human Resources, Recruiting, Employee Benefits, Succession Planning, Payroll, FMLA, Training, Interviews, Policy, Onboarding, Team Building, Performance Management, Leadership, Personnel Management, Employment Law, Employee Engagement, Benefits Administration, Management, Temporary Placement, Deferred Compensation, Compensation & Benefit, New Hire Orientations
Education
University of Cincinnati
MHR, Human Resources
PHR/SPHR Certification
Penn Mutual August 2015 - Present
Penn Mutual Life Insurance January 2012 - August 2015
Western & Southern Financial Group December 2006 - October 2011
Skills
Sales, Insurance, Fixed Annuities, Selling, Life Insurance, Marketing, Customer Service, Microsoft Office, Relationship Management, Series 6, Series 63, Creative Problem Solving, Solution Selling, Consultative Selling, Annuities, Customer Relations, Strong Communication..., Retirement Planning
Education
Thomas More College 2001 — 2006
Bachelors of Arts, Communication
Western & Southern Financial Group 2014 - Present
The Curve 2002 - 2003
Trocadero 2000 - 2001
Sandrino 1999 - 2000
The Fransiscan 1996 - 1998
Skills
Professional Chef, Truck Driving, Entertainment System..., World Traveler, Wine Tasting..., Positive Personality
Education
Culinary Institute of America
Humana July 2014 - May 2015
Two Birds Bakery January 2012 - December 2012
Four Points by Sheraton April 2011 - December 2011
Panera Bread November 2009 - March 2011
Buona Catering September 2010 - October 2010
Buona Catering May 2009 - October 2009
Western & Southern Financial Group March 2008 - November 2008
Steak n Shake May 2006 - October 2007
Skills
Event Management, Operations Management, Team Management, Management, Event Planning, Business Planning, Entrepreneurship, Coordinating Special..., Catering, Sales Management, Accounts Payable, Accounts Receivable, Restaurant Management, Hospitality, Sales, Restaurants, Customer Service, Leadership, Microsoft Office, Public Speaking
Education
University of Kentucky 2013 — 2014
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
Transylvania University 2003 — 2007
Bachelor of Arts (BA), Business Management, Hospitality, Restaurants and Tourism
Findlay Car Craft Collision October 2014 - Present
The Home Depot March 2012 - October 2014
Sunrise Senior Living January 2012 - March 2012
Menards April 2011 - February 2012
ABC Warehouse September 2010 - April 2011
Western & Southern Financial Group February 2010 - September 2010
Lowes Distribution Center June 2005 - February 2010
Skills
Sales, Customer Service, Data Entry, Forklift Operator, Warehousing, Shipping, Inventory Management, Accounting, Retail, Teaching, Inventory Control, Time Management, Customer Satisfaction, Microsoft Word
Education
University of Findlay 2011 — 2013
Bachelor of Business Administration (still attending), Business Administration and Management, General
University of Phoenix 2006 — 2008
Associates in Arts, Business
McComb High School 2002 — 2005
High School Diploma, -
American Consolidated Media June 2012 - Present
Global Contact Services May 2011 - June 2012
Western & Southern Financial Group July 2010 - May 2011
Columbus AIDS Task Force 1998 - 2002
Skills
Sales Operations, Prospecting Skills, Public Speaking, Solution Focused, Client Co-ordination, Charity Work, Competitive Marketing..., Co-op Advertising, Business Networking, Social Media Marketing, Cold Calling, Customer Service, Sales, Marketing, Marketing Communications, Social Media, Account Management, Recruiting, Team Building, Online Advertising, Strategic Planning, B2B, Fixed Annuities, Microsoft Office, Social Networking, New Business Development, Lead Generation, Marketing Strategy, Selling, Sales Management, Public Relations, Advertising, Brand Development, Print & Electronic..., Market Penetration, High-Impact..., Territory Expansion, Corporate Sales..., Sales Presentation..., Master of presentations, Powerful but gentle..., Professional..., Relationship-builder..., Knowledge-hungry Learner, Goal-driven leader, Telemarketing, Advertising Sales, Direct Marketing, Selling Skills, Team Leadership
Education
The University of Akron 1991 — 1995
Bachelor's of Arts, Social Work
William V. Fisher Catholic High School 1987 — 1991
College Prep, High School/Secondary Diplomas and Certificates
Luxottica Group March 2015 - Present
Western & Southern Financial Group September 2013 - March 2015
Exel May 2012 - May 2013
Occasionally Yours February 2011 - August 2012
Merle Norman Cosmetics July 2008 - December 2010
MarketMatch June 2010 - September 2010
Aflac Inc September 2009 - November 2009
Skills
Organizational Skills, Multitasker, Team Oriented, Time Management, Goal Oriented, Teamwork, Social Skills, Leadership, Motivated self-starter, Customer Service, Human Resources, Employee Training, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2013
Bachelor of Science Business Administration, Human Resources
Western & Southern Financial Group May 2014 - August 2014
Premier Valet Parking July 2011 - May 2014
Photo Images June 2007 - October 2009
Skills
Mathematical Statistics, Calculus, Linear Algebra, Economics, Microsoft Excel, Microsoft Access, Microsoft PowerPoint, Microsoft Word, PowerPoint, Statistics
Education
The Ohio State University 2011 — 2014
Bachelor of Science (BS), Actuarial Science, 3.62 GPA, 4th Year
Bank of the West October 2014 - Present
US Bank July 2014 - October 2014
US Bank 2013 - July 2014
U.S. Bank 2011 - 2013
Western & Southern Financial Group 2005 - 2009
Choice Capital Funding 2003 - 2005
Household Finance 1998 - 2002
Skills
Consumer Lending, Sales, Credit, Loans, Mortgage Lending, Loan Origination, Financial Services, Training, Cross Selling, Credit Cards, Change Management, Strategic Planning, Banking, Relationship Management, Finance, Small Business Lending, Wealth Management, Strategic Financial..., Branch Management, Residential Mortgages, Financial Planning
Education
University of Central Missouri 2008 — 2010
Bachelor of Science (BS), Accounting
Western & Southern Financial Group May 2014 - Present
Education
University of Central Florida
Bachelor's degree, Business Administration and Management, General
AK Steel Corporation September 2014 - Present
Vantiv January 2014 - September 2014
Axcess Financial January 2013 - December 2013
Axcess Financial July 2012 - January 2013
Western & Southern Financial Group June 2011 - July 2012
Western Southern Financial Group March 2010 - June 2011
Fort Washington Investment Advisors December 2007 - March 2010
Central Parking System June 2007 - December 2007
Citi July 2006 - June 2007
Skills
Accounting, Financial Analysis, Cash Management, Investments, Management, Risk Management, Forecasting, Bloomberg Terminal, General Ledger, Payroll, Process Improvement, Financial Accounting, Account Reconciliation, Certified Treasury..., Treasury Services, Finance, Cash, Securities, Bloomberg, AssureNet, Journal Entries, Excel, ADP Payroll, Reconciliation, Payments, Sungard, People Management, Microsoft Excel
Education
The Ohio State University - The Max M. Fisher College of Business 2003 — 2007
Bachelor of Science, Finance
Colerain
Dick's Sporting Goods May 2012 - Present
CDW April 2010 - May 2012
CDW October 2008 - April 2010
Gap Inc. Direct January 2008 - October 2008
Nationwide 1999 - 2007
Protective Life January 1998 - September 1999
Western & Southern Financial Group August 1995 - July 1997
Skills
Call Center, PMP, Project Portfolio..., Resource Management, Cisco Technologies, Vendor Management, Microsoft Technologies, Software Project..., Project Management, Call Centers, Active Directory, SDLC, Agile Methodologies, Management, General Awesomeness, Team Leadership, Project Planning, Software Development, Servers, Disaster Recovery, VoIP, Program Management, Databases, Infrastructure, Information Technology, IT Management, Network Security, IT Strategy, Leadership, Visio, Business Continuity, Data Center, PMO, ITIL, Integration, Professional Services, Switches, SharePoint, Wireless, IT Service Management, Hardware, System Deployment, Enterprise Architecture, Business Process, IT Operations, Information Security, Project Delivery, Software Documentation, Unified Communications
Education
Xavier University 1997 — 1997
B.A., Business Administration
The Ohio State University 1991 — 1995
Xavier University, Computer Science
Johnstown Monroe 1982 — 1986
Western & Southern Financial Group October 2014 - Present
Combined Insurance June 2012 - September 2014
ACE Group June 2008 - June 2012
COMBINED INSURANCE 2002 - 2007
COMBINED INSURANCE 2002 - 2007
COMBINED INSURANCE 1998 - 2002
COMBINED INSURANCE 1998 - 2002
Skills
Insurance, Sales Management, Risk Management, Team Building, Strategic Planning, Management Consulting, Change Management, New Business Development, Leadership, Business Strategy, Business Process..., Business Planning, Team Leadership, Vendor Management
Education
Universidad Central del Ecuador
PNC February 2005 - Present
Prudential Financial May 2004 - February 2005
Western & Southern Financial Group June 2000 - May 2004
Skills
Leadership, Management, Sales Management, Sales, Finance, Banking, Team Building, Financial Services
Education
Graduate School of Retail Banking (GSRB) 2014 — 2016
Tiffin University 2006 — 2009
Master of Business Administration (MBA), Organizational Leadership, 3.78
The University of Akron 1998 — 2000
Bachelor's degree, Finance, General
University of Kentucky January 2012 - Present
Hewlett-Packard November 2008 - May 2011
Western & Southern Financial Group October 2007 - November 2008
Skills
Creative Writing, Communication Skills, Solid computer skills, Writing, Speech Writing, Public Speaking, Public Relations, Customer Service, Layout, Analysis, Research, Microsoft Office, Editing
Education
University of Kentucky Martin School 2013 — 2016
Master of Public Administration (M.P.A.), Public Policy Analysis; Health
Union College (KY) 2002 — 2007
Bachelor of Arts (B.A.), Communication and Media Studies
University of Louisville August 2012 - May 2015
Western & Southern Financial Group May 2014 - August 2014
Kremer’s Market May 2012 - December 2013
Skills
Computer Proficiency, Business, Corporate Law, Effectiveness, Organization, Microsoft Office, Adobe, basic retail experience, Social Media, Team Building
Education
The Ohio State University Moritz College of Law 2015 — 2018
Juris Doctor
University of Louisville 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General, 3.98
Notre Dame Academy High School 2007 — 2011
Invesco Ltd. November 2010 - Present
INVESCO 2005 - November 2010
Western & Southern Financial Group 2004 - 2005
Union Central 1999 - 2004
Skills
Investments, Due Diligence, Fixed Income, Investment Advisory, Derivatives, Insurance, Corporate Law, Bloomberg, Analysis, Securities, Investment Management, Securities Regulation, ERISA, Private Equity, FINRA, Portfolio Management, Alternative Investments
Education
The George Washington University Law School 1981 — 1984
JD, law
University of Cincinnati 1978 — 1981
BA, Foreign Affairs
Walnut Hills High School 1974 — 1978
high school diploma
Fayette County Board of Elections January 2014 - Present
Self-employed May 2013 - Present
Western & Southern Financial Group September 2006 - January 2013
Bankers Life March 2002 - June 2006
Sherwin-Williams Paints January 2000 - March 2002
Sherwin Williams January 1990 - December 1999
Skills
Accounts Receivable, Recruiting, Employee Training, Internal Audit, Sales Management, P&L Analysis, Management, Sales, Account Management, Direct Sales, Sales Operations, Customer Service, Negotiation, Public Speaking, Leadership, Contract Negotiation
Education
The University of Akron
Bachelor of Arts (B.A.), Industrial and Organizational Psychology
Duke Energy Corporation April 2013 - Present
Army National Guard February 2009 - Present
Honeymoon, Paper Products, Inc. March 2012 - April 2013
Target October 2010 - December 2010
Western & Southern Financial Group August 2008 - April 2009
Skills
CSS3, .NET, C#, JavaScript, Microsoft SQL Server, HTML 5, Java Enterprise Edition, HTML5, Android Development, iOS development, AJAX, ASP.NET MVC, JSON, jQuery, PhoneGap, Github, Mercurial, Data Structures, Sorting algorithms, DB2, SQL, Relational Databases, Agile Methodologies, Scrum, Iterative Methodologies, OOAD, REST, SOAP, Use Case Diagrams, SSRS, Crystal Reports, Sequence Diagrams, UML, CSS, PHP, VB.NET, Software Development, Visual Studio, ASP.NET, XML, Linux, Databases, Java, Operating Systems, MySQL, SharePoint
Education
University of Cincinnati 2009 — 2014
Bachelors of Science, Information Technology, 3.7
Milliman June 2015 - Present
Western & Southern Financial Group August 2012 - May 2015
Xavier University July 2013 - December 2014
Western & Southern Financial Group March 2012 - August 2012
Education Realty Trust August 2011 - July 2012
University of Cincinnati September 2011 - December 2011
University of Cincinnati April 2011 - September 2011
Hotel Las Gazelles June 2009 - August 2009
Skills
Data Analysis, Solver, Crystal Ball, Microsoft Office, Spanish, Excel, Statistics, SAS programming, Visual Basic, VBA, ARCVAL, Data Conversion, Public Speaking, Reinsurance, Variable Annuities, Microsoft Excel, Leadership, Nonprofits, Time Management, Insurance, Actuarial Science, Management
Education
University of Cincinnati 2009 — 2012
Statistics, Actuarial Science, 3.6
Fifth Third Bank September 2013 - Present
Western & Southern Financial Group February 2006 - September 2013
The George Washington University October 2004 - December 2005
Skills
Employee Relations, Employee Engagement, Employee Handbooks, Employment Law, Recruitment/Retention, Talent Management, Succession Planning, Onboarding, Internal Investigations, EEO compliance, Management Development, Case Management, Leave Management, FMLA, Progressive Discipline, Compliance, College Relations, Community Service, Project Management, Applicant Tracking..., Employer Branding, Salary Negotiation, Talent Assessment, Work Life Balance, Performance Management, EEO, College Recruiting, Coaching, Interviewing, Leadership Development, Process Improvement, Hiring, HR Policies, Vendor Management, Conflict Resolution, Problem Solving, Talent Development, Microsoft Office, Interviews, Human Resources, Recruiting, Employee Benefits, Management, HRIS, Benefits Administration, Talent Acquisition, New Hire Orientations, Temporary Placement, Workforce Planning, Labor Relations
Education
The George Washington University 2004 — 2006
MA, Organizational Management/HR Track, 3.9
University of Cincinnati 2000 — 2004
BA, Psychology, emphasis on Industrial/Organizational Psychology, 3.8
Western & Southern Financial Group 2012 - Present
Convergys 2002 - 2012
Steelox Systems 2000 - 2002
Skills
Microsoft Office, Lotus Notes, Outlook, PowerPoint, Excel, Salesforce.com, microsoft publisher, Seibel, Editing Newsletters, Newsletter Design, Training & Development, Project Planning, Public Speaking, Presenter, Event Management, Brochure Development, Team Leadership, Microsoft Excel
Education
University of Cincinnati
BA, Communication, 3.3
Western & Southern Financial Group June 2014 - Present
NRL Mortgage September 2012 - May 2014
Perfetti Van MellePublic Relations Intern •Responsible for planning, controlling, organizing, and l March 2011 - May 2012
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Outlook, Team Building, Creative Writing, Social Networking, Editing, Sales, Analysis
Education
Thomas More College 2008 — 2012
BA, Business, Creative Writing
PMR, LLC June 2010 - Present
Morgan Stanley January 2013 - June 2014
North American Properties October 2008 - June 2010
United Way of Greater Cincinnati April 2007 - September 2008
Western & Southern Financial Group January 2001 - January 2007
Skills
Leadership, Management, Strategic Planning, Process Improvement, Customer Service, Team Building, Project Management, Budgets, Sales, Strategy, Software Testing, Process Auditing, Microsoft CRM, Junxure, Individual Contributor, Insurance Operations, Organizational Change, Customer Service..., Escalation Resolution, Business Process..., Technical Training, Staff Development
Education
Thomas More College 1995 — 1998
BBA, Business Administration
Forever 21 May 2012 - August 2012
Upward Bound House September 2011 - June 2012
Law Office Los Angeles County Public Defender June 2011 - August 2011
Western & Southern Financial Group June 2007 - September 2009
Skills
Microsoft Word, PowerPoint, Communication Skills, Highly detail oriented, Microsoft Excel, Bilingual, High Organizational..., Reliable, Team-oriented, Data Entry, Customer Service, Marketing, Time Management, Fundraising, Event Planning, Leadership, Spanish
Education
University of California, Santa Barbara 2010 — 2014
Communication and Media Studies
West Covina High School 2006 — 2010
American Senior Benefits September 2015 - Present
The Heartland Group, Penn Mutual February 2015 - September 2015
Transamerica Agency Network, Transamerica Financial Advisors June 2012 - January 2015
Independent General Agent November 2011 - May 2012
Western & Southern Financial Group March 2006 - November 2011
Foresters 2001 - 2004
MetLife March 1995 - May 2001
Skills
Long Term Care, IRA's, Term Life Insurance, Retirement Income..., Wealth Accumulation, Wealth Transfer, Wealth Preservation, Whole Life, Long-term Care, Wealth, Life Insurance, Universal Life, Retirement Planning, Fixed Annuities, Wealth Management..., Insurance, 401k, Estate Planning, Retirement, IRAs, Series 6, Critical Illness, Long Term Care Insurance, Financial Services, Mutual Funds, Health Insurance, Employee Benefits, Recruiting, Financial Planners, Strategic Financial..., Accident, Series 63
Education
The American College
Stark County Public Defender Office October 2011 - Present
Legal Defender Office of Summit County May 2010 - September 2011
Summit County Juvenile Court January 2010 - June 2010
Community Legal Aid Services June 2009 - August 2009
Walgreens March 2007 - August 2008
Western & Southern Financial Group September 2005 - March 2007
Skills
Trials, Appeals, Motions, Juvenile Law, Criminal Law, Legal Assistance, Corporate Law, Commercial Litigation, Interviews, Lexis, Sales, Personal Injury, Public Policy, Community Outreach, Family Law, Fundraising, Policy Analysis, Hearings, Bankruptcy, Wills
Education
University of Akron School of Law 2008 — 2011
J.D.
Youngstown State University 1998 — 2003
B.A., Psychology
Fifth Third Bank April 2014 - Present
PNC October 2010 - February 2014
Western & Southern Financial Group September 2009 - October 2010
First Community Village February 2009 - October 2010
Arlington Cafe and Billiards March 2008 - October 2008
Damon's Grill January 1997 - February 2008
Skills
Sales, Leadership, Event Management
Education
The Ohio State University 1998 — 2002
Bachelor's, Political Science
Grove City High School 1994 — 1998
Diploma, English, Journalism, History
self employed January 2012 - Present
Western & Southern Financial Group May 2011 - December 2011
Common Sense Companies December 2010 - May 2011
Aflac May 2010 - February 2011
ASSOCIATED BANK CORP January 1998 - August 2009
First Financial Bank January 1989 - January 1998
Skills
Hiring, Employee Benefits, Customer Service, Talent Acquisition, Customer Relations, Conflict Resolution, Outlook, Payroll Processing, 401k, Recruitment/Retention, Interviewing, Performance Management, Time Management, Negotiation, Customer Satisfaction, Mentoring, Compensation, Team Building, Word, Account Management, Insurance sales, Benefits Administration, Workers Compensation..., Unemployment Claims..., Creative Problem Solving, Conduct Orientation..., Supervisor Leadership..., Health Insurance, Human Resource..., Human Resources, Recruiting, New Hire Orientations, Leadership, Interviews, Insurance, Policy, Workers Compensation
Education
University of Alabama
Bachelor of Science, Business Administration with Human Resources major
Steinhaus Financial Group May 2001 - Present
Western & Southern Financial Group May 1994 - April 2001
Skills
Estate Planning, Employee Benefits, Financial Planning, Leadership, Sales, Finance, Team Building, Succession Planning, Investments
Education
The Ohio State University 1988 — 1993
BA, Journalism
Bexley High School 1984 — 1987
The Boston Consulting Group February 2015 - Present
eCommQuest February 2013 - January 2015
Western & Southern Financial Group June 2012 - February 2013
The University of Georgia May 2009 - May 2011
Skills
Microsoft Office, Social Media, Team Leadership, Organization, Time Management, Interpersonal..., Personal Budgeting, Sales, Risk Management, Research, Microsoft Word, Microsoft Excel, PowerPoint, IT Sourcing, Phone Screening, Contract Recruitment, Sourcing, SAP, PeopleSoft, Consulting, Interviews, Program Management, Project Planning, Databases
Education
The University of Georgia 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Georgia - Terry College of Business 2008 — 2012
Bachelor of Business Administration (BBA), Business Administration and Management and Minor in Communications Studies
Western & Southern Life October 2013 - Present
Western & Southern Financial Group December 2007 - October 2013
Education
The Ohio State University
Western & Southern Financial Group August 2013 - Present
Skills
IT Service Management, ITIL, Vendor Management, IT Strategy, Process Improvement, Project Management, Microsoft SQL Server, Enterprise Architecture, SDLC, Databases, Servers, Windows, IT Asset Management, Enterprise Desktop..., Software Asset..., Help Desk Implementation, Data Analysis, IT Management, Integration, Requirements Analysis, Business Analysis, Visio, PMP, Troubleshooting, Security, Software Documentation, Cloud Computing
Education
University of Cincinnati
Ricoh Americas Corporation October 2014 - Present
Operations, Production or Logistics Management October 2013 - October 2014
OMG,LLC - Onsite Management Group April 2012 - October 2013
Sourcelink, Ohio June 2011 - April 2012
Sourcelink, Ohio October 2010 - June 2011
SourceLink July 2010 - October 2010
Independent Print and Mail Professional April 2010 - July 2010
Western & Southern Financial Group October 2005 - April 2010
Fidelity Investments March 2005 - September 2005
National City March 2004 - March 2005
Skills
Vendor Management, Process Improvement, Management, Project Management, Direct Mail, Budgets, Customer Satisfaction, Operations Management, Training, Six Sigma, Analysis, New Business Development, Sales, Recruiting, Performance Management, Program Management, Leadership, Logistics, Account Management, Strategic Planning, Team Leadership, Customer Service, Human Resources, Outsourcing, Contract Negotiation, CRM, Team Building, Integration, Change Management, Cross-functional Team..., Business Process..., Print Production..., Business Planning, Inventory Management, Microsoft Office, Employee Relations, Lean Six Sigma Black..., Negotiation, Business Analysis
Education
The University of Texas at Arlington 1984 — 1988
Bachelor of Arts, History
The University of Texas at Arlington 1984 — 1988
Bachelor of Arts (B.A.)
Western & Southern Financial Group September 2012 - Present
Western & Southern Life May 2008 - September 2012
HR Consulting Practice 1999 - 2008
Makino 1995 - 1999
Skills
Human Resources, Employee Relations, Strategic Planning, Succession Planning, Recruiting, Talent Management, Employee Benefits, Executive Coaching, Onboarding, Instructional Design, Performance Management, Leadership, Coaching, Process Improvement, Deferred Compensation, Training, Employee Engagement, Organizational..., Management, College Recruiting, Organizational Design, Organizational..., Leadership Development, Talent Acquisition, Team Building, Interviews, Employee Training, Career Development
Education
The University of Akron 1979 — 1981
Master of Arts, Industrial/Organizational Psychology
Xavier University 1975 — 1979
Bachelor of Arts, Psychology
Western & Southern Financial Group January 2015 - Present
Mutual of Omaha November 2008 - December 2014
Northwestern Mutual January 2008 - November 2008
Western & Southern Financial Group November 2002 - January 2008
Caye Stephen & Assoc. April 1999 - November 2002
Education
The American College 2006 — 2010
CLF
The University of Akron 1998 — 2014
Organizational Supervision, Business
The Ohio State University 1999 — 2002
Business
Beachmonkey.com August 2008 - Present
Western & Southern Financial Group November 1999 - August 2008
Lack's Beach Service June 1991 - October 1999
Skills
Sales, New Business Development, Marketing, Marketing Strategy, Social Media Marketing, Sales Management, Account Management, Social Media, Business Development, Strategic Planning, Direct Marketing, Direct Sales, Cold Calling, Public Relations, Online Advertising
Education
The Ohio State University 1985 — 1995
BS, Political Science
Shoptech Software August 2008 - Present
Western & Southern Financial Group February 2004 - May 2007
Citibank January 1995 - February 2004
Skills
Business Development, Account Management, Customer Service, Management, CRM, Sales, Sales Management, Lead Generation, Marketing Strategy, Salesforce.com, Solution Selling, New Business Development
Education
Thomas More College 1997 — 1999
BBA, Business
Thomas More College
Bachelor's of Business Administration, Business, Psychology
Western & Southern Financial Group October 2010 - Present
Liberty Mutual Insurance January 2000 - April 2010
Education
The College of New Jersey
BA, Criminal Justice
Western & Southern Financial Group January 2010 - Present
Deluxe Corporation March 1989 - December 2008
Education
University of Cincinnati 1984 — 1988
Bachelors, Communication Arts
Western & Southern Financial Group December 2014 - Present
Skills
Crystal Reports XI, PL SQL, Microsoft Access, Microsoft Excel, Access, Crystal Reports, Project Management, Business Analysis, Microsoft Office, Process Improvement
Education
University of Cincinnati 1996 — 2001
BFA
Oak Hills High School 1993 — 1996
LRH Enterprises 2011 - Present
Western & Southern Financial Group April 2013 - February 2014
Planned Parenthood Southwest Ohio Region 2007 - 2011
SyncRoots, Inc. 2006 - 2006
Boys & Girls Clubs of Greater Cincinnati 2002 - 2005
Slush Puppie Corporation 1997 - 2000
U.S. General Accounting Office-Cincinnati Regional Office 1989 - 1995
Battelle Memorial Institute 1988 - 1989
National Regulatory Research Institute 1987 - 1988
Skills
Government Relations, Public Relations, Public Policy, Media Relations, Marketing Communications, Advertising, Strategic Planning, Program Evaluation, Written & Oral..., Budgeting, Political Campaigns, Branding & Identity, Civic Education, Volunteer Management, Public Affairs, Economic Development, Program Development, Social Media, Grassroots Organizing, Non-profits, Event Planning, Editing, Grant Writing, Policy Analysis, Politics, Community Outreach, Political Consulting, Marketing, Public Speaking, Nonprofits, Budgets, Policy, Proposal Writing, Philanthropy, Grants, Management, Fundraising, Strategic Communications, Strategy, Leadership, Training, Community Development, Public Administration, Organizational..., Organizational..., Superior Work Ethic
Education
The Ohio State University 1987 — 1989
MPA, Public Policy and Management
Youngstown State University 1983 — 1987
BS in BA, Management, Economics, Political Science
Sterling Medical Corporation January 2015 - Present
Western & Southern Financial Group November 2013 - January 2015
Bridgeview Bank Mortgage February 2013 - September 2013
Clover, LLC December 2005 - January 2013
Skills
Customer Service, Human Resources, Recruiting, Employee Benefits, Training, Management, Interviews, ADP Payroll, Strategic Hiring, New Hire Paperwork, New Hire Orientations, Quality Assurance, Time Management, Process Improvement, Sourcing, Office Administration, Policies & Procedures, Compensation, HRIS Database Management, Teamwork, Effective Oral And..., HR Consulting, Employee Recognition, Spreadsheets, Employee Wellness..., Exit Interviews, Career Path Planning, Finance, Conflict Resolution, Federal & State..., Event Planning, Sales, Insurance, Analysis, Employee Relations, Temporary Placement, Hiring, Leadership, Team Building
Education
University of Cincinnati 1992 — 1996
Business/Corporate Communications
Glen Este
eMoney Advisor April 2014 - Present
eMoney Advisor January 2012 - April 2014
Western & Southern Financial Group January 2008 - December 2011
Western & Southern Financial Group January 2008 - December 2011
JetTrade, Inc August 2003 - January 2008
Billy Casper Golf Management January 2003 - August 2003
Kemper Sports Management January 1999 - January 2002
Skills
Strategic Financial..., Software Solution Sales, Variable Annuities, Fixed Annuities, Annuity Sales, Golf Course Management, Golf Instruction, Customer Support, Series 63, 401k, Financial Services, Customer Service,..., Mutual Funds, Retirement Planning
Education
PGA of America
Purcell Marian High School 1989 — 1993
University of Cincinnati
Business Marketing
Asta Publications, LLC 2013 - Present
Western & Southern Financial Group 2012 - 2012
Papa Murphy's International December 2006 - December 2011
Ellechor Media, LLC December 2010 - April 2011
Skills
Editing, Teamwork, Leadership, Blogging, Customer Service, Publications, Microsoft Office, Copy Editing, Social Media, Research, Public Relations, Non-profits, Creative Writing, Proofreading, Manuscript, Publishing, Copywriting, AP Style, Social Networking, Newsletters, Facebook, Editorial, Web Content, Ebooks, New Media, Non-fiction, Book Reviews, Nonprofits
Education
The Ohio State University 2008 — 2011
B.A., English, Professional Writing
Western & Southern Financial Group January 2014 - Present
Western & Southern Financial Group April 2013 - January 2014
Skyline Chili May 2006 - May 2013
BareKnuckle Marketing 2012 - 2012
Skills
Friendly, Hard Worker, Reliability, Time Management, Customer Service, Microsoft Word, Microsoft Excel, PowerPoint development, Communication Skills, Analitical, Data Entry, Sales Management
Education
University of Cincinnati 2008 — 2013
Bachelors, Communication, Deaf Studies
McAuley High School 2004 — 2008
High School Diploma, Communication and Media Studies
Northwestern Mutual July 2013 - Present
Northwestern Mutual December 2011 - Present
Rebecca Jane Photography May 2009 - Present
Western & Southern Financial Group May 2011 - December 2011
Liberty Tax Service January 2011 - April 2011
Making The Moment April 2009 - October 2010
Hancock County United Way March 2010 - August 2010
The Courier January 2010 - March 2010
Skills
Social Media, Customer Service, Media Relations, Photography, Logo Design, Public Relations, Graphic Design, Marketing, Event Planning, Marketing Strategy, Social Networking, Time Management, New Business Development, Sales, Management, Leadership, Microsoft Office
Education
University of Findlay 2006 — 2010
Bachelor of Arts, Digital Media, Public Relations
Lakewood High School
Allstate November 2013 - Present
Cincinnati Financial Corporation January 2013 - August 2013
Cincinnati Financial Corporation December 2011 - December 2012
Cincinnati Financial Corporation March 2010 - December 2012
Cincinnati Financial Corporation August 2006 - March 2010
Western & Southern Financial Group June 2005 - August 2006
Skills
Insurance, Underwriting, Property & Casualty..., Commercial Lines, Marketing, Sales, Agency Coordination, Team Leadership, Commercial Insurance, Life Insurance, Health Insurance, General Insurance
Education
The Ohio State University 2000 — 2004
Bachelor's degree, Mass Communication
Wyoming High School 1996 — 2000
Citizens Investment Services May 2013 - Present
Run To You Racing, LLC January 2012 - Present
PNC Investments April 2011 - May 2013
PNC Financial Services June 2008 - April 2011
Western & Southern Financial Group June 2007 - June 2008
Education
The University of Akron 2002 — 2006
Business, Corporate Finance
Empower SMO September 2013 - Present
Innovative Student Loan Solutions June 2011 - October 2013
O'Keeffe Communications October 2010 - December 2011
Kohne O'Neill, LLC November 2004 - September 2010
Great American Financial Resources, Inc February 2004 - October 2004
Western & Southern Financial Group February 2000 - February 2004
MYCOM Enterprises, Inc March 1998 - February 2000
Automated Dealer Services, Inc, March 1994 - March 1998
William Forrest & Associates January 1989 - March 1994
Skills
CRM, Marketing Strategy, Strategic Planning, Email Marketing, Strategy, Social Media, Start-ups, Leadership, Business Development, Online Marketing, Marketing, Management, New Business Development, Competitive Analysis, Integrated Marketing, Entrepreneurship, Sales, Business Strategy
Education
University of Cincinnati 1980 — 1986
Marketing
Security Specialist January 2011 - Present
EngNet 2008 - 2011
Realty One June 1985 - December 2005
Western & Southern Financial Group 2004 - 2005
Michelin Tire Company March 1977 - July 1999
Uniroyal Goodrich Corporation March 1977 - July 1999
Skills
Transportation, Customer Satisfaction, Coaching, Training, Customer Service, Business Development, Purchasing, Analysis, Pricing, Process Scheduler, Sales, Team Building, Business Planning, Shipping
Education
The University of Akron 1967 — 1970
Business Administration
Western & Southern Financial Group May 2011 - Present
Skills
Sales Management, Project Management, Business Analysis, Relationship Management, Operations Management, MS Project, Resource Management, Innovation, Direct Sales, Vendor Relationships, Kepner-Tregoe, Client Driven, Critical Thinking, Disaster Recovery, Leadership, Contact Center..., Call Centers, Business Strategy, Sales, Insurance, Performance Management, Budgets, Coaching, Vendor Management
Education
University of Findlay 1998 — 2003
Bachelor's of Science, Biology with a Life Science emphasis
Lebanon High School 1994 — 1998
Procter & Gamble July 2015 - Present
Fisher College of Business August 2013 - May 2015
Greif May 2014 - August 2014
Little Miami Tactical, LLC. February 2012 - March 2014
Western & Southern Financial Group February 2013 - August 2013
Western & Southern Financial Group August 2011 - February 2013
United States Marine Corps July 2007 - August 2011
United States Marine Corps February 2008 - April 2009
Skills
Leadership, Physical Security, Government, Analysis, Training, Military, Analytical Skills, Information Security, Conflict Resolution, Project Management, Team Building, Team Leadership, Operations Management, Program Management, Process Improvement, Logistics, Risk Management, Risk Assessment
Education
The Ohio State University 2003 — 2007
BA, history major
Saint Xavier High School 1999 — 2003
Cintas February 2014 - Present
Pep Promotions April 2013 - February 2014
Pep Promotions November 2011 - April 2013
Western & Southern Financial Group April 2011 - November 2011
Western & Southern Financial Group January 2010 - April 2011
Apple Retail October 2007 - April 2011
Programs and Activities Council 2007 - 2008
Skills
Customer Service, Inventory Management, Teamwork, Retail, Customer Relations, Project management, Sales, Management, Leadership, Time Management, Marketing, Project Management, Social Media
Education
University of Cincinnati 2003 — 2008
Bachelor of Business Administration (BBA), Marketing
University of Cincinnati 2003 — 2008
Bachelor of Business Administration, Marketing and Real Estate Graduated
Western & Southern Financial Group October 2013 - Present
Best Buy November 2010 - October 2013
Pizza Bell February 2004 - August 2008
Skills
Budgets, Management, Customer Service, Office Administration, Technology
Education
UCSD 2010 — 2013
Bachelor of Science (B.S.), Human Biology
Western & Southern Financial Group May 2006 - Present
Huffy Corporation March 2003 - May 2006
Education
Transylvania University 1989 — 1993
Bachelor of Arts (B.A.), English Language and Literature, General
Fidelity Investments September 2013 - Present
Quality Gold January 2012 - September 2013
Western & Southern Financial Group July 2011 - November 2011
O2 Cincy November 2010 - March 2011
Macy's July 2009 - March 2011
Interact for Change January 2009 - April 2009
American Lung Association June 2008 - October 2008
East Hollister Limited January 2005 - September 2008
Duck Manor Promotions February 2004 - November 2004
Cincinnati Financial Corporation August 2001 - September 2003
Skills
Dreamweaver, Photoshop, HTML, CSS, Social Media, Microsoft Word, PowerPoint, Social Media Marketing, Adobe Creative Suite, Web Design, Advertising, Nonprofits, ExactTarget, Email Analytics, Email Newsletter Design, HTML emails, Email Marketing, Campaign Management, Content Writing, Litmus, Web Content Management, Illustrator, Microsoft Office, Word, Excel, Public Relations, Customer Service, Web Content, Strategic Planning, Copywriting, Digital Copywriting, Facebook, Campaign Strategies, Social Networking, Project Management, Press Releases, Editing, Writing
Education
Cincinnati State Technical and Community College 2011 — 2013
Associate's, Multimedia/Web Design
University of Cincinnati 2003 — 2009
Bachelor's, Communication
Charles Schwab Advisor Services December 2010 - Present
FTJ FundChoice October 2004 - December 2010
Western & Southern Financial Group January 2002 - October 2004
Skills
Mutual Funds, Financial Advisory, Investments, Financial Services, Asset Allocation, Series 63, Wealth Management, Securities, Custody services,..., Retirement Planning, Alternative Investments, Management
Education
University of Cincinnati 1997 — 2001
BAS, Economics and Finance
McNicholas High School 1993 — 1997
Cardinal Pacelli 1989 — 1993
Western @ Southern Financial Group March 2015 - Present
Jinks Insurance Agency September 1968 - Present
Education
The University of Texas at Arlington 1964 — 1968
Mechanical Engineering
Jim Hensley December 2014 - Present
Red Capital Group June 2013 - November 2014
Prudential Financial January 2010 - June 2013
Prudential Financial August 2008 - December 2010
Prudential Financial March 2006 - July 2008
Prudential Financial August 2003 - February 2006
Fannie Mae March 2002 - August 2003
Merrill Lynch January 1996 - June 2001
Eagle Realty Group (wholly owned subsidary of Western & Southern Financial Group) September 1992 - December 1995
Western & Southern Financial Group August 1987 - August 1992
Skills
Mortgage Lending, Portfolio Management, Asset Management, Finance, Investment Properties, Real Estate Financing, Loan Origination, Business Development, Investments, Underwriting, Credit, FHA, Real Estate Development, Disposition, Structured Finance, Risk Management, Credit Analysis, Strategic Thinking, Dispositions
Education
University of Cincinnati
Master of Business Administration (M.B.A.), Finance, Marketing
Wabash College
Bachelor's Degree, Economics
Western & Southern Financial Group July 2015 - Present
Speech Privacy Systems August 2014 - April 2015
Hersey Investments January 2008 - January 2010
AT&T August 2003 - October 2008
Skills
Direct Sales, Sales Process, Sales Management, B2B, Advertising, Marketing, Lead Generation, Account Management, Event Planning, Strategic Planning, Sales, Entrepreneurship, Online Marketing, CRM, New Business Development, Leadership, Business Development
Education
University of Central Oklahoma 1992 — 2000
star spencer high school 1979 — 1983
Diploma
Western & Southern Financial Group March 2014 - Present
KeyPoint Government Solutions July 2013 - March 2014
KeyPoint Government Solutions October 2005 - July 2013
USIS April 2001 - October 2005
George Junior Republic August 1996 - April 2001
Skills
Physical Security, Investigation, Security Clearance, Personnel Security, Personnel Selection, Personnel Supervision, Personnel Evaluation, Data Analysis, Microsoft Office, Project Management, Proofreading, Customer Service, Compliance, Interviews, Office Management, Quality Assurance, Quality Management, Quality Control, Writing, National Security, Investigative Reporting, Federal Government, Leadership, Priority Management, Supervisory Skills, Leadership Development, Analysis, Risk Assessment, Employee Management, Security, Team Leadership, Employee Relations, Training, Public Speaking, Policy, Software Documentation, Asset Protection, Management, Process Improvement, Risk Management, Strategic Planning, Sales, Change Management, Account Management, Retirement Planning, Security Operations, Security Management, Team Building, Government
Education
Toccoa Falls College 1986 — 1990
Bachelor of Arts, English, History, Philosophy
JPMorgan Chase & Co. May 2015 - Present
J.P. Morgan February 2014 - Present
JPMorgan Chase September 2012 - January 2014
PNC February 2011 - September 2012
Western & Southern Financial Group November 2009 - February 2011
Skills
Leadership, Sales Management
Education
The Ohio State University 2004 — 2009
Bachelor of Science (BS), Sports and Leisure Studies
Aon Hewitt April 2013 - Present
National Express April 2011 - November 2012
FirstGroup America April 2010 - April 2011
FirstGroup America December 2007 - April 2010
Everybody's Records April 2004 - August 2007
Promotion Execution Partners November 2004 - September 2005
Western & Southern Financial Group April 2003 - February 2004
Gear Information Group May 1999 - October 2002
ExecuTrain March 1998 - April 1999
Skills
Proposal Writing, Writing, Documentation, RFP, Project Management, Business Development, Process Improvement, Transportation, Management, Account Management, Budget, Strategic Planning, Office 2010, InDesign, Photoshop, Salesforce.com, Budgets, Software Documentation, Logistics, Contract Management, Leadership, Project Planning, Employee Relations, Team Building, Strategy, Customer Service, Analysis, Time Management, Sales, Sales Operations
Education
The Ohio State University 1990 — 1997
Bachelor of Arts, English Literature
Pep Promotions December 2014 - Present
Western & Southern Financial Group May 2013 - December 2014
Western & Southern Financial Group July 2012 - May 2013
University of Louisville March 2010 - May 2012
Victoria's Secret May 2011 - April 2012
University of Louisville January 2011 - May 2011
Skills
Event Planning, Social Media, Public Speaking, Marketing, Management, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Marketing Major, Communications Minor, Social Networking, Event Management, Microsoft Word, Public Relations, Human Resources, Social Media Marketing, Marketing Communications, Project Management, Print Coupon Execution, Digital Coupon Execution, Project Coordination, Relationship Building
Education
Thomas More College 2015 — 2016
Master of Business Administration (M.B.A.)
University of Louisville 2008 — 2012
Bachelor of Science Business Administration, Marketing
School Outfitters April 2012 - Present
Marriott International June 2010 - April 2012
United States Infrastructure Corp., Inc. (USIC) September 2009 - June 2010
Winegardner & Hammons - Marriott September 2008 - May 2009
Western & Southern Financial Group September 2007 - August 2008
The Ohio State University - Ohio State Athletic Communications Department September 2005 - June 2006
Skills
Event Management, Event Planning, Research, Customer Relations, Word, Excel, Customer Service, Press Releases, Hotels, Human Resources, Facebook, Interviews, Social Networking, Microsoft Word, Microsoft Excel, Social Media Marketing, Leadership, Social Media, Marketing Communications, Public Relations, Sales, Marketing, Advertising
Education
The Ohio State University 2003 — 2007
Communication, PR/Marketing
Lakota West High School 2000 — 2003
Ursuline Academy 1999 — 2000
Lakota
Western & Southern Financial Group May 2015 - Present
Skills
Network Security, Information Security, Information Security..., Vulnerability Assessment, Risk Assessment, SQL, Security Audits, Security Awareness, Databases, Vulnerability Scanning, XP, System Administration, Disaster Recovery, Security, CISSP, Computer Security, Java, Software Development, ASP.NET, Information Technology
Education
University of Cincinnati College of Business 2013 — 2016
Master of Business Administration (MBA)
University of Cincinnati 2008 — 2013
Bachelor of Science (BS), Information Technology - Software Development and Database Management, cum laude
SANS SEC504 Hacker Techniques and Incident Response 2012 — 2012
SEI 2013 — 2013
Creating and Managing an Incident Response (CIRT) Team
sabau&sons PresidentSabau&SonsJanuary 1987 - Present
Western & Southern Financial Group January 1994 - January 1997
Skills
Disability Insurance, Insurance, Term Life Insurance, Commercial Insurance, Brokers, Health Insurance, Property & Casualty..., Whole Life, Life Insurance
Education
The American College
BNSF Logistics December 2007 - Present
Western & Southern Financial Group May 2005 - December 2007
Miami Valley Child Development Centers, Inc. August 2002 - May 2005
Miami Valley Child Development Centers, Inc. August 2002 - May 2005
Skills
3PL, LTL, Freight, Transportation, Trucking, Pricing, Negotiation, Dispatching, FTL, Truckload, Logistics
Education
The Ohio State University
E*TRADE Financial Corporation April 2015 - Present
Roosters Men's Grooming Centers of Cincinnati and Dayton 2010 - Present
Western & Southern Financial Group May 2014 - April 2015
Fidelity Investments 2008 - 2010
Fidelity Investments 2004 - 2008
Fidelity Investments 2002 - 2003
Fidelity Premium Services 2001 - 2002
Southwest Investor Centers January 1999 - January 2000
Fidelity Investments January 1998 - January 1999
Fidelity Investments January 1993 - January 1998
Skills
Sales Management, Operations Management, Risk Management, Compliance, Business Planning, People Management, Customer Relations, Management, Customer Service, Strategy, Product Management, Budgets, Contract Negotiation, Strategic Planning, Business Strategy, Start-ups, Product Development, Program Management, Vendor Management, Project Planning, Competitive Analysis, Marketing Strategy, Sales, Team Building, Change Management, Finance, Project Management, Team Leadership, Training, CRM, Marketing, Organizational..., Cross-functional Team...
Education
Securities Industry Institute, Wharton Business School 1999 — 2001
The University of Texas at Arlington 1980 — 1985
BBA, Marketing
Western & Southern Financial Group February 2013 - Present
Western & Southern Financial Group April 2012 - February 2013
OoBatz Restaurant September 2010 - December 2011
Walt Disney World July 2010 - September 2010
The Ohio State University February 2008 - August 2010
Holman Motors September 2005 - September 2008
Paradise Bakery & Cafe September 2004 - June 2005
Skills
Customer Satisfaction, Marketing, Customer Service, Public Relations
Education
The Ohio State University 2006 — 2010
B.A., Economics
Western & Southern Financial Group May 2011 - Present
The Nielsen Company July 2007 - May 2011
Rockwell Automation March 2005 - July 2007
Skills
Visual Studio, VB.NET, ASP.NET, .NET, C#, Visual Basic, Software Development, SQL, SQL Server, HTML, LINQ, Entity Framework, ReSharper, Stored Procedures, Web Services, JavaScript, jQuery, Microsoft SQL Server, Agile Methodologies, Test Driven Development, REST, ASP.NET MVC, AJAX, Web Applications, Scrum, Software Engineering, SDLC, WCF, XML, DB2, Oracle, Software Design, Infragistics, Design Patterns, DDD, DI, IoC, Database Design, CSS, SOAP, Systems Analysis, Unit Testing, Enterprise Software, N-tier, TeamCity, Continuous Integration, Agile Project Management
Education
University of Cincinnati 2003 — 2010
BS, Information Technology
Western & Southern Financial Group April 2013 - Present
Western & Southern Financial Group July 2010 - April 2013
Western & Southern Financial Group March 2006 - January 2011
Western & Southern Financial Group March 2005 - March 2006
Western & Southern Financial Group March 2004 - March 2005
Nationwide Financial September 2001 - March 2004
Skills
Insurance, Underwriting, Life Insurance, Critical Illness, Reinsurance, Term Life Insurance
Education
The Ohio State University 1996 — 2001
Western & Southern Financial Group October 1996 - Present
Education
University of Texas Arlington 1982 — 1986
FUTURITY FIRST Insurance Group August 2012 - Present
AAA Auto Club South July 2010 - July 2012
Agency Desk, Inc. January 2008 - June 2010
Western & Southern Financial Group November 2006 - December 2007
Bankers Life and Casualty August 2004 - October 2006
Mutual of Omaha January 2000 - July 2004
Skills
Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Long-term Care, Retirement Planning, Brokers, Strategic Planning, Sales, Retirement, Investment Strategies, Health Insurance, Term Life Insurance, Whole Life, General Insurance, Investment Advisory..., Investments, Financial and Insurance..., Business Development, Property & Casualty..., Strategic Financial..., Small Business, Financial Planners, Accident, Certified Senior Advisor, Employee Benefits, Underwriting, Long Term Care Insurance, Claim, Commercial Insurance, 401k, Field Management Award, Critical Illness, Estate Planning, IRAs, Financial Services, Financial Advisory, Career Manager Award, Community Service Award, Mentoring and Coaching, Legacy and Business..., Federal Employee..., Recruiting, Medicare, Universal Life, Training and Business..., Financial Planning
Education
Universidad de Puerto Rico 1971 — 1975
Bachelor's Degree, Finance and Economics
Notre Dame High School 1968 — 1970
General, General Studies
Western & Southern Financial Group August 2012 - Present
W&SFG 2001 - August 2012
Accenture 1998 - 2001
Skills
Process Improvement, Program Management, Business Process..., Project Management, Change Management, Business Analysis, Business Process..., Business Process, Requirements Gathering, IT Strategy, Enterprise Architecture, Requirements Analysis, Visio, Vendor Management, PMP, SDLC
Education
The Ohio State University 1993 — 1998
IMC May 2012 - Present
Catalyst Learning February 2009 - April 2012
IMC November 2007 - January 2009
DAC Group December 2006 - October 2007
Catalyst Learning Company April 2003 - August 2006
Heartland Wrestling Association 2000 - 2001
Western & Southern Financial Group 1998 - 2000
Skills
Consultative Selling, Customer Relations, Customer Service, Healthcare, Account Management, Strategic Planning, Trade Shows, Contract Negotiations, Cold Calling, Salesforce.com, B2B, Relationship Development, Negotiation, Social Media, Key Account Management, Lead Generation, Selling, Contract Negotiation, Sales, Business Development, Strategic Partnerships, Management, Sales Process, Sales Operations, New Business Development, Marketing, Public Relations, Program Management, Sales Presentations, CRM, Sales Management, Social Media Marketing, Online Advertising, Leadership, Market Planning, Product Development, Competitive Analysis, Product Marketing, Direct Sales, Integrated Marketing, Marketing Strategy, Strategy, Online Marketing, Email Marketing
Education
University of Akron 1988 — 1991
Barberton High School 1984 — 1988
Barnes Dennig 1997 - Present
Cincinnati Business Courier 1996 - 1997
The Business Record 1988 - 1996
Western & Southern Financial Group 1985 - 1986
Thomas More College 1984 - 1985
Thomas More College 1984 - 1985
Thomas More College 1984 - 1985
Skills
New Business Development, Marketing Strategy, Executive Coaching, Sales Process, Relationship Development, Growth Strategies, Customer Satisfaction, Client Service Oriented, Event Based Marketing, Non Profit Board Chair..., Fundraising Volunteer, Sales Management, Inter-personal, Business Networking, Non-profits, Mergers & Acquisitions, B2B, Leadership, Nonprofits, Finance, Advertising, Coaching, Management, Budgets, Small Business, Forecasting, Financial Analysis, Analysis, Strategic Planning, Business Development, Marketing
Education
Thomas More College 1980 — 1984
BA
Elder High School 1976 — 1980
St Dominic 1969 — 1976
Western & Southern Financial Group RecruiterKforce1996 - 2000
Education
University of California, Irvine 1995 — 2000
Western & Southern Financial Group AVP & Asst TreasurerWestern-Southern1998 - Present
Skills
Accounts Payable, Sarbanes-Oxley Act, Banking, Treasury Management, Strategic Financial..., Financial Analysis, Investments, Cash Management, Risk Management, Credit
Education
Thomas More College 2004 — 2006
MBA
Western & Southern Financial Group January 2015 - Present
KPMG US October 2008 - December 2014
Rothstein Kass October 2008 - November 2014
State Street July 2007 - August 2008
Education
The Ohio State University Fisher College of Business 2004 — 2007
Formica Corporation July 2012 - Present
Voith Industrial Services July 2010 - February 2012
HR 1987 - 2012
Western & Southern Financial Group January 2009 - June 2010
Fidelity Investments December 1987 - July 2008
Skills
Employee Engagement, Performance Management, Management Development, Succession Planning, Coaching, Leadership Development, Personnel Management, Human Resources, Process Improvement, Onboarding, Employee Relations, Employee Benefits, Leadership, Talent Management, Policy, Talent Acquisition, Benefits Administration, Management, Deferred Compensation, Interviews, HRIS, Labor Relations, Recruiting, FMLA, New Hire Orientations, Organizational...
Education
University of Cincinnati
Bachelor's degree, Personnel and Industrial Relations
western southern life December 1985 - Present
Western & Southern Financial Group 1985 - Present
Western & Southern Financial Group January 2001 - October 2003
Western & Southern Financial Group March 1987 - October 2000
Skills
Fixed Annuities, Life Insurance, Term Life Insurance, Insurance, Retirement Planning, Disability Insurance, Health Insurance, Retirement, Employee Benefits, Long-term Care, Sales, 401k, Whole Life, Sales Management, IRAs, Customer Service
Education
The Ohio State University
Western & Southern Financial Group August 1998 - Present
Western & Southern 1998 - Present
Skills
Treasury Management, Financial Analysis, Strategic Financial..., Banking, Investments, Risk Management, Financial Services, Securities, Mutual Funds, Derivatives, Analysis, Vendor Management, Process Improvement, Finance, Leadership, Strategic Planning
Education
Thomas More College
Master of Business Administration (MBA)
Western Southern Financial Group 2015 - Present
Western & Southern Financial Group December 2012 - March 2015
TM Floyd & Company September 2012 - November 2012
Cincinnati Ohio August 2012 - September 2012
Convergys October 2007 - August 2012
Convergys 2002 - October 2007
Convergys 2000 - 2002
Convergys 1985 - 2000
Skills
Account Management, Project Management, Program Management, Vendor Management, Process Improvement, Cross-functional Team..., Leadership, Team Leadership, Business Analysis, Financial Analysis, Financial Modeling, CRM, Outsourcing, Call Center, Contract Negotiation, Self-starter, Client-focused, Team-oriented, Software Project..., Department Budgeting, Contract Management, Business Process..., Team Management, Management, SDLC, Marketing, SaaS, Team Building, Strategy, Competitive Analysis, Start-ups, Strategic Partnerships, Market Research, Operations Management, Change Management, Call Centers, Product Marketing, Product Management, Lead Generation, Business Development, Customer Experience, Analytics, Budgets
Education
University of Cincinnati
BBA, Quantitative Analysis
The George Washington University
Masters Certificate -Project Management
Cogent Communications 2009 - Present
Worldwide Environmental Products 2007 - 2009
Western & Southern Financial Group 2006 - 2007
Education
The Ohio State University Fisher College of Business 2002 — 2006
Huntington Insurance November 2008 - Present
Western & Southern Financial Group July 2007 - November 2008
Western & Southern Financial Group May 2006 - July 2007
City of Clyde, Ohio January 1993 - July 2007
Education
Tiffin University 1980 — 1984
Accounting
Western & Southern Financial Group April 2008 - Present
Education
The Ohio State University Fisher College of Business 1974 — 1978
BS, Business Administration
Fidelity Investments June 2007 - Present
Western & Southern Financial 2005 - 2007
Western & Southern Financial Group September 2004 - June 2005
Union Central July 2003 - September 2004
Skills
Financial Services, Management, Business Analysis, Mutual Funds, Customer Service, Leadership, 401k, Market Research, Retirement, Risk Management
Education
Thomas More College 2004 — 2006
MBA, Business
University of Cincinnati College of Business 1997 — 2003
BBA, Management
Western & Southern Financial Group 2003 - Present
U.S. Bank 1999 - 2003
Capital One 1998 - 1999
Skills
COBOL, Easytrieve, JCL, TSO/ISPF, VSAM, File-AID, Xpediter, Workbench, Serena Changeman, ESP, MVS, OS/390, z/OS, LIDP Administrator, LIDP AMS, SDLC, Process Improvement
Education
The Ohio State University 1991 — 1996
Bachelor of Science (B.S.), Computer Science
Lakota High School 1987 — 1991
Western & Southern Financial Group associateNet work group2008 - 2009
Western & Southern Financial Group January 2004 - November 2007
Education
The Ohio State University
Western & Southern Financial Group February 1996 - May 2003
Education
Universidad de Puerto Rico 1974 — 1978
BBA, Business
Western & Southern Financial Group June 2013 - Present
Western & Southern Financial Group October 2012 - June 2013
Best Buy August 2011 - December 2012
Best Buy April 2010 - August 2011
Advance Auto Parts April 2009 - August 2009
Circuit City October 2007 - March 2009
Hamilton County Prosecutor's Office June 2006 - September 2006
The News Record March 2003 - June 2006
Bearcast Student Radio March 2003 - June 2006
Vianda LLC February 2003 - May 2004
Education
University of Cincinnati 2010 — 2012
Bachelor of Science (B.S.), Criminal Justice and Corrections, 3.96 within my field of study
University of Cincinnati 2010 — 2012
Security Studies Certificate, International Relations and National Security Studies
University of Cincinnati 2003 — 2006
BA, Political Science
Oak Hills High School 1996 — 1999
Honors Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
University of Cincinnati
Master of Arts (M.A.), Political Science and Government
Signature Consultants 2013 - Present
Enterprise Holdings Inc. 2010 - 2013
Western & Southern Financial Group 2009 - 2010
Skills
Photoshop, Microsoft Office, Social Media, Spanish, Inside Sales, Fleet Management, Customer Satisfaction, Sales Management, Customer Service, Sales, Cold Calling, Temporary Placement, Marketing, Selling, Strategy
Education
University of North Carolina at Wilmington 2005 — 2009
BS, Business Administration
University of North Carolina at Wilmington 2005 — 2009
BA, Spanish
Universidad Internacional Menéndez Pelayo 2008 — 2008
Study Abroad, Spanish Language & Business Administration
Universidad San Francisco de Quito 2007 — 2007
Study Abroad, Spanish
South Davidson High School 2001 — 2005
Solido Financial & Solido Insurance July 2012 - Present
Western & Southern Financial Group May 2007 - July 2012
Nuveen Investments June 2000 - April 2007
Deloitte & Touche September 1998 - June 2000
Skills
401k, Wealth Management, Employee Benefits, Valuation, Finance, Fixed Annuities, Equities, Alternative Investments, Strategic Planning, Process Improvement, Due Diligence, Mergers & Acquisitions, Life Insurance, Forecasting, Financial Reporting
Education
The University of Chicago - Booth School of Business
MBA, Analytical Finance, Finance, Accounting
University of Notre Dame
BBA, Accounting
St. Xavier High School
Western & Southern Financial Group August 2014 - April 2015
TFLogic August 2013 - April 2014
University of Cincinnati October 2012 - January 2014
SAEC-kv 2008 - October 2012
University of Cincinnati 2007 - 2009
GE 2005 - 2006
Skills
Systems Analysis, C#, ASP.NET, Databases, Java, JavaScript, Microsoft Office, Programming, CSS, Linux, SQL, Visual Studio, Visio, Python, Software Engineering, Visual Basic, C++, XML, Unix, Database Design, VB.NET, Networking, Windows, Access, C, PHP, Microsoft SQL Server, Agile Methodologies, Web Applications
Education
University of Cincinnati College of Business 2012 — 2016
Master of Business Administration (M.B.A.), Business Administration and Management, General, 4.0
University of Cincinnati 2004 — 2009
Bachelor of Science (B.S.), Information Technology
Pan American Life Insurance Group April 2012 - Present
RL Mabry Consulting January 2009 - Present
CUNA Mutual Group February 1996 - May 2009
REB of Florida, Inc 1992 - 1995
PricewaterhouseCoopers 1988 - 1991
Western & Southern Financial Group 1984 - 1989
Armco Financial Services 1982 - 1984
Columbia National Life Insurance Company 1979 - 1982
Arthur Andersen 1978 - 1979
Skills
Risk Management, Finance, Due Diligence, Sarbanes-Oxley Act, Financial Reporting, Financial Analysis, Leadership, Strategy, Auditing, Financial Services, Tax, Insurance, Business Transformation, Accounting, Mergers, Strategic Planning, Mergers & Acquisitions, SEC filings, Internal Controls, Analysis
Education
University of Cincinnati 1984 — 1986
MS, Taxation
The Ohio State University 1980 — 1982
MBA, Finance
Wittenberg University 1974 — 1978
BA, Philosophy, Accounting, Business Administration
Western & Southern Financial Group April 2010 - Present
Skills
Fixed Annuities, Retirement Planning, Team Building, Team Leadership, Insurance, Fundraising, Life Insurance, Project Management, Term Life Insurance, Retirement, Property & Casualty..., Employee Benefits, Event Planning
Education
University of California, Davis 1988 — 1992
Bachelor's degree, Psychology
University of San Francisco
Master of Public Administration (MPA), Public Administration
Huntington National Bank June 2013 - Present
Huntington National Bank December 2012 - June 2013
Western & Southern Financial Group May 2010 - December 2012
VALIC October 2009 - May 2010
Financial Consultant April 2009 - October 2009
First Federal Bank of the Midwest May 2007 - February 2009
Fifth Third Securities April 2005 - May 2007
Gephart Financial LLC 2000 - 2005
Skills
Retirement Planning, Strategic Financial..., Insurance, Financial Analysis, IRAs, Series 7, Investment Advisory, Mutual Funds, Financial Advisory, 401k, Investments, Loans, Fixed Annuities, Portfolio Management, Wealth Management, Securities, Asset Management, Wealth
Education
Chattanooga State Community College 1986 — 1989
Associate's degree, Radiologic Technology/Science - Radiographer
University of Findlay 1979 — 1983
English Literature
Wealth Planners Inc. June 2014 - Present
Trilogy Financial Services January 2012 - March 2014
American General Life and Accident May 2010 - September 2011
Western & Southern Financial Group September 2009 - May 2010
Skills
Retirement Planning, Sales Management, Personal Financial..., Financial Risk..., Finance, Portfolio Management, Small Business, Financial Analysis, Social Media
Education
University of California, San Diego 2002 — 2007
Bachelor of Science (B.S.), Biochemistry and Molecular Biology
Western & Southern Financial Group September 2011 - Present
Fifth Third Bank March 1999 - July 2010
Luxottica Retail February 1998 - February 1999
Humana 1995 - 1998
Skills
Talent Acquisition, Succession Planning, Performance Management, Human Resources, Employee Relations, Deferred Compensation, Recruiting, Management, Coaching
Education
University of Cincinnati
Bachelor of Arts (B.A.), Economics
Urban League AALDP
Xavier University
Master of Science (MS), Human Resources Development
Western & Southern Financial Group Network Systems ManagerProvident Bank of MarylandJanuary 1990 - March 2000
Education
Towson University 1984 — 1988
BS, Marketing - International Business
United Way of Greater Cincinnati Administration InternSanta Maria Community ServicesAugust 2013 - April 2014
University of Cincinnati August 2012 - April 2014
Care Connection of Cincinnati September 2012 - April 2013
Accu-Med Technology December 2010 - August 2012
1 Computer Consultant July 2009 - December 2010
Western & Southern Financial Group April 2006 - July 2009
BKD, LLP May 2005 - January 2006
Frisch's Restaurants, Inc. December 1998 - October 2004
City of Covington, KY April 1988 - December 1996
Skills
Programming, Windows, Business Analysis, SQL, Access, Process Improvement, Data Analysis, SDLC, Microsoft SQL Server, Project Management, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Requirements Gathering, Vendor Management, Database Administration, HTML, Team Leadership, Human Resources, Team Building, Social Work..., Program Development, Non-profit..., Non-profit Leadership, Non-profit Program..., Non-profit Fund..., Non-profit Volunteer, Non-profits...
Education
University of Cincinnati 2012 — 2014
Master's Degree, Social Work, 3.9
Thomas More College 2003 — 2005
MBA, Business Administration
Thomas More College 1981 — 1988
B.A., Computer Science
Office of the Fulton County District Attorney May 2015 - July 2015
Office of the Fulton County District Attorney May 2014 - August 2014
Lincoln Financial Group February 2013 - July 2013
Western & Southern Financial Group October 2012 - February 2013
Goodguides, Goodwill of North Georgia October 2010 - November 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Business, Economics, Insurance, Risk Management, Social Media, Legal Research, Legal Writing
Education
Mercer University - Walter F. George School of Law 2013 — 2016
Doctor of Law (J.D.)
The University of Georgia 2007 — 2011
Bachelor of Arts (B.A.), Economics
George Walton Academy 2000 — 2007
Jackson Hewitt December 2014 - Present
Western & Southern Financial Group September 2006 - October 2007
American Family Insurance April 2004 - April 2005
Star One Realtors January 2001 - August 2003
Skills
Customer Service, Finance, Software Documentation, Leadership, Insurance, Management, Microsoft Office, Strategic Planning, Budgets, Fundraising, Real Estate, Microsoft Excel
Education
Hondros 2004 — 2004
Certification, Insurance
Hondros 2000 — 2000
Certification, Real Estate
University of Cincinnati 1982 — 1984
Science, English
Western & Southern Financial Group May 2014 - Present
Western & Southern Financial Group August 2012 - Present
Western & Southern Financial Group May 2010 - July 2012
Hanna's Coins & Antiques January 2002 - January 2007
Education
The Defiance College 1990 — 1994
BS, Psychology
Sherwood Fairview 1986 — 1990
High School Diploma, college prep
Merrill Lynch March 2014 - Present
Edward Jones May 2013 - January 2014
Western & Southern Financial Group April 2012 - May 2013
Skills
Fixed Annuities
Education
The Ohio State University 2007 — 2011
Bachelor of Science (B.S.), Food Business Management
MassMutual Financial Group September 2014 - Present
Western & Southern Financial Group April 2012 - April 2014
Bridgett Brogden Insurance Agency January 2008 - June 2012
JL Tillman & Associates Insurance Agency May 2010 - May 2012
Fifth Third Bank March 2001 - May 2005
Skills
Customer Service, Process Improvement, Team Building, Microsoft Excel, Strategic Planning, Leadership, Coaching, Microsoft Word, Insurance, Microsoft Office, PowerPoint, Team Leadership, Sales, Marketing, Training
Education
Indiana Wesleyan University 2006 — 2008
Master of Business Administration (M.B.A.), Accounting
The Ohio State University 1988 — 1993
Bachelor of Science, Retail Management
Western & Southern Financial Group
Skills
COBOL, JCL, SQL
Education
University of California, Berkeley
Humanities
Western & Southern Financial Group May 2013 - Present
Western & Southern Life February 2012 - May 2013
Sterling Medical Associates, Inc. March 2010 - February 2012
Contemporary Arts Center November 2009 - March 2010
Skills
Conduct Internet &..., Comfortable with..., Microsoft Office, Adobe Creative Suite, Social Media, Photoshop, PowerPoint, Leadership, Human Resources, Time Management, Training, Coaching, Customer Service, Insurance, Employee Benefits, Management, Microsoft Excel
Education
Xavier University 2014 — 2017
Master of Business Administration (MBA)
University of Cincinnati 2005 — 2009
English, French, Creative Writing, Astronomy
Western & Southern Financial Group May 2013 - Present
Western & Southern Financial Group March 2012 - May 2013
Fort Washington Investment Advisors 2001 - 2011
Skills
Financial Analysis, Process Improvement, VBA, Business Analysis, SDLC, Finance, Customer Service, Leadership, SQL, Visio, Insurance, Team Building, Analysis
Education
Thomas More College 1981 — 1984
Bachelor of Arts (B.A.), Chemistry
On-Point Financial Services July 2012 - Present
Prudential Financial November 2010 - May 2012
Western & Southern Financial Group December 2000 - November 2010
Western & Southern Life December 2000 - October 2010
Skills
Fixed Annuities, Series 6, Retirement, Mutual Funds, IRAs, Life Insurance, Disability Insurance, Long-term Care, 401k, Insurance, Roth IRA, Term Life Insurance, Investments, 401k Rollovers
Education
The University of Akron
Western & Southern Financial Group October 2009 - Present
Education
J.O. Johnson HS
Tuskegee University
Western & Southern Financial Group April 2006 - Present
Western & Southern Financial Group April 2006 - Present
Western & Southern Financial Group July 2007 - August 2011
Western & Southern Financial Group September 2006 - July 2007
Education
Thomas More College 2012 — 2014
Bachelor of Business Administration (BBA)
University of Cincinnati
Western & Southern Financial Group January 2014 - Present
Columbus Ohio January 2013 - Present
Nationwide Insurance March 2003 - January 2013
Nationwide Insurance April 1994 - January 2013
Nationwide Insurance 1994 - 2013
Nationwide Insurance 2003 - 2012
Skills
•Achieved sales..., Fixed Annuities, Mutual Funds, Life Insurance, Financial Services, Training, Finance, Insurance, Property & Casualty..., General Insurance, Term Life Insurance, Series 6, Series 7, series 26, Series 63, Variable Life, Variable Annuities, fixed life, Recruiting, Process Improvement, financial sales, immediate annuities, Corporate Sales..., Retirement Planning, Long Term Care Insurance, 401k, 401k Rollovers, Investments, Long-term Care, Disability Insurance, Retirement
Education
The Ohio State University
Bachelor of Science (B.S.)
Western & Southern Financial Group June 2015 - Present
Gamma Iota Sigma - Alpha Chapter May 2014 - May 2015
The Ohio State University September 2011 - May 2015
The Ohio State University January 2014 - December 2014
Western & Southern Financial Group May 2014 - August 2014
State Farm June 2013 - August 2013
Kohl's November 2011 - December 2011
Jack's Pets July 2011 - September 2011
Skills
Statistics, Microsoft Office, Data Analysis, Microsoft Excel, Java, PowerPoint, Microsoft Word, Analysis, Programming, Teamwork, Microsoft Access
Education
The Ohio State University 2011 — 2015
Bachelor of Science (BS), Actuarial Science
Deborah J Vargo, Attorney at Law August 2014 - Present
Lambda Chi Alpha Fraternity, Inc. August 2013 - July 2014
Western & Southern Financial Group June 2011 - September 2012
Lafayette Life Insurance Company January 1986 - September 2012
Tzangas Plakas Mannos Ltd. December 1980 - November 1985
Skills
Insurance, Legal Writing, Corporate Law, Corporate Governance, Nonprofits, Event Planning, Public Speaking, Customer Service, Estate Planning, Microsoft Office, Legal Research, Human Resources, Civil Litigation, Leadership, Writing, Teaching, English Teaching
Education
University of Notre Dame--Satellite Theological Education Program 2015 — 2017
Certificate of Theology
University of Akron School of Law 1979 — 1983
Juris Doctor, Magna Cum Laude
The University of Akron 1974 — 1978
Bachelor of Arts (B.A.), Ed., Summa Cum Laude
Western & Southern Financial Group 2003 - 2011
Skills
Sales Management, Health Care Sales
Education
The Citadel
Business Administration and Management, General
The Citadel
Bachelor of Science (BS), Business Administration and Management, General
Western & Southern Financial Group June 2011 - Present
Fastenal 2007 - 2011
TechSolve 2009 - 2010
Skills
Variable Data Printing, InDesign, Leadership, Illustrator, Photoshop, Access, Customer Service, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Time Management, Data Entry, Team Leadership, Visio, Social Media, Analysis, Training
Education
University of Cincinnati 2006 — 2011
Bachelor's Degree, English Language and Literature, General
Western & Southern Financial Group July 2011 - Present
Education
Thomas More College 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Natures Flowers October 2004 - Present
Western & Southern Financial Group July 2002 - November 2003
Bancolombia October 1996 - July 2001
Skills
Finance and HR
Education
Universidad del Valle (CO) 1996 — 2000
Master's Degree, Finance and Financial Management Services, Master
Universidad ICESI 1989 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General