Western and 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, OH CEO: John F. Barrett Revenue: 856 million USD (2017) Number of employees: 2,226 (2017) Subsidiaries: The Western and Southern Life Insurance Company, Parent organization: Western & Southern Mutual Holding Company, Inc.
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Western and Southern Financial Group Employees
Cutera, Inc. June 2015 - Present
Western and Southern Financial Group August 2010 - June 2015
Key Advisors Group LLC May 2009 - October 2009
Skills
Sales, Medical Devices, Healthcare Consulting, Leadership Development, Investments, Retirement Planning, Strategic Financial..., Financial Planning, Finance, Estate Planning, Financial Analysis, Management Consulting, Fixed Annuities, Life Insurance, Disability Insurance, Term Life Insurance, Retirement, Long Term Care Insurance, Whole Life, Wealth Accumulation, 401k Rollovers, Universal Life, Financial Advisory, Wealth, Critical Illness, Life, Employee Benefits, Income Protection, Small Business, Key Person Insurance, Risk Management, Retirement Savings, Investment Strategies, Wealth Management, Insurance
Education
Purdue University 2005 — 2009
Bachelor of Science (B.S.), Financial Counseling and Planning, 3.0
Abson Consulting December 2010 - Present
Wells Fargo May 2010 - December 2013
Western and Southern Financial Group May 2009 - May 2010
Bluffton University June 2006 - May 2009
Skills
Leadership, Business Development, Budgets, Business Planning, Sales, Banking, Financial Analysis, Business Strategy, Financial Modeling, New Business Development, Customer Service, Public Relations, Project Management, Investments, Security, Financial Reporting
Education
Bluffton University 2006 — 2009
Bachelor of Arts (B.A.), Accounting and Finance
PricewaterhouseCoopers January 2015 - Present
Business Emergency Safety Training October 2014 - December 2014
Bloomington Developmental Learning Center August 2013 - December 2013
PING AN INSURANCE (GROUP) COMPANY OF CHINA ,LTD June 2012 - August 2012
Western and Southern Financial Group March 2011 - March 2011
Education
Indiana University Bloomington 2013 — 2014
Master of Science (M.S.), Accounting, 3.4
Indiana University Bloomington 2009 — 2013
Bachelor's degree, Accounting and Finance, 3.4
Shu De High School 2007 — 2009
High School
Stirling Ultracold, Division of Global Cooling, Inc. January 2015 - Present
The Brennan Family Company May 2005 - Present
Riffle Machine Works, Inc. June 2014 - January 2015
Hocking Athens Perry County Community Action June 2013 - June 2014
Bellisio March 2011 - July 2012
Western and Southern Financial Group September 2007 - March 2011
Skills
Human Resources, Employee Relations, Leadership Development, Strategic Planning, Certified Professional..., Ohio Insuance Licensed..., Recruiting, Employee Benefits, Talent Acquisition, Cold Calling, Talent Management, Performance Management, Onboarding, Hiring, Customer Service, Sales, Training, Applicant Tracking..., Employee Engagement, Coaching, Succession Planning, HRIS, Team Building, Employee Training, College Recruiting, Interviews, Sales Management, Account Management, Insurance, Sourcing, Benefits Administration, Technical Recruiting, Payroll, Management, Time Management, Health Insurance, Customer Retention, Microsoft Office, Direct Sales, Microsoft Excel, Building Relationships, Outlook, Organizational..., HR Policies, Temporary Placement, Team Leadership, PowerPoint, Marketing, New Hire Orientations, Non-profits...
Education
University of Phoenix 2008 — 2009
Graduate Certification, Human Resources Management/Personnel Administration, General
Morehead State University 2000 — 2005
Bachelor of Arts (B.A.), Sport/Business Management
Wellston High School 1996 — 2000
College Prep, Graduate with Honors
GE May 2015 - Present
Western and Southern Financial Group May 2002 - May 2015
The Gap Inc. July 1998 - May 2002
Skills
Project Management, Training and Development, Payroll Processing, Performance Management, Process Improvement, Problem Solving, Data Analysis, Systems Analysis, System Design, System Testing, Data Quality Control, HR Administration, Technical Liaison, Teamwork, Communication, Benefits Administration, Human Resources, Management, Payroll, Insurance, Analysis, Program Management, Customer Service, Sales, Team Building
Education
University of Phoenix 2010 — 2012
Bachelor of Science (B.S.), Information Technology
Southern Ohio College 2000 — 2002
Associate's of Applied Business, Information Technology
Farmers Insurance August 2012 - Present
Coldwell Banker Crossroads Real Estate January 2013 - December 2014
Western and Southern Financial Group June 2011 - August 2012
ALTERA Real Estate February 2009 - June 2011
Prudential California Realty July 2002 - July 2009
Skills
Consultative Selling, Account Management, Client Relationship..., Client Needs Assessment, Organizational, Active Listening, Personalize Presentation, Establish Rapport with..., Assist Clients to Get...
Education
University of Phoenix 2006 — 2008
Master of Business Administration (MBA), Marketing
California State University Stanislaus 1995 — 2000
Bachelor of Science, Marketing/Marketing Management, General
Modesto Junior College 1990 — 1995
Associate's Degree, Business Administration and Management, General
Salinas Adult School
GED
AT&T Mobility October 2010 - Present
Western and Southern Financial Group January 2010 - October 2010
Liberty National Life Insurance Company 2008 - December 2009
Skills
Telecommunications, Wireless, Mobile Devices, Requirements Analysis, Business Analysis, Solution Architecture, Vendor Management, Program Management, Business Intelligence, Engineering, Mathematics, Leadership, Efficiency, Common Sense, Caring, Consulting, Sales, Psychology, Customer Service, Sales Management, Team Building, Account Management, Microsoft Office, Customer Satisfaction, Direct Sales, Training, Team Leadership, Customer Retention, Troubleshooting, Management
Education
John C Calhoun State Community College 2012 — 2015
General/Transfer/Engineering
University of Alabama in Huntsville 2012 — 2015
Bachelor of Engineering (BEng), Industrial and Systems Engineering, 4.0
St. Louis Community College
Western and Southern Financial Group May 2014 - Present
The Home Depot June 2011 - April 2014
Meijer Inc April 2011 - June 2012
Meijer Inc April 2011 - June 2012
The Home Depot April 2010 - April 2011
The Home Depot April 1999 - April 2011
The Home Depot August 2006 - April 2010
The Home Depot November 2003 - August 2006
The Home Depot August 2001 - December 2003
Skills
Employee Relations, Performance Management, Recruiting, Human Resources, Personnel Management, New Hire Orientations, FMLA, Interviews, Training, Coaching, Leadership, Organizational..., Management, Onboarding, Temporary Placement, Employee Training, HR Policies, Hiring, Leadership Development
Education
Xavier University 2010 — 2012
MS, Human Resources Development
Xavier University 2010 — 2012
Masters of Science, Human Resources Development
University of Cincinnati 1999 — 2007
BS, Human Resources Management
University of Cincinnati 1999 — 2007
Bachelors of Science, Human Resources Management
Integrity Express Logistics June 2014 - Present
Wayne Township Volunteer Fire Department 2006 - November 2014
Residential Finance July 2012 - September 2013
iSqFt 2011 - 2012
Western and Southern Financial Group October 2010 - June 2011
Connie Schumacher's June 2008 - December 2010
Crescent Processing 2009 - 2010
Skills
Cold Calling, Direct Sales, Sales, Account Management, Business Development, Customer Service
Education
Southern State Community College 2002 — 2004
Associate of Science (A.S.), Biology, General, 3.5
North Adams High School
University of Cincinnati
Anderson Communities May 2013 - Present
Western and Southern Financial Group May 2012 - December 2012
Kappa Alpha Order Fraternity November 2009 - November 2010
Kappa Alpha Order Fraternity November 2009 - November 2010
Target Stores November 2006 - August 2010
Kentucky Dance Blue Committee August 2009 - March 2010
Student Athletic Council August 2008 - May 2009
Kappa Alpha Order Fraternity January 2008 - March 2008
Skills
Financial Analysis, Event Planning, Microsoft Office, Public Speaking, Fixed Annuities, Customer Service, Life Insurance, Insurance, Budgets
Education
University of Kentucky 2008 — 2012
Bachelor of Business Administration (BBA), Finance
Apollo High School 2004 — 2008
Tradesmen International, Inc. August 2011 - Present
Western and Southern Financial Group June 2010 - September 2011
Carlton Walker Masonry July 2006 - August 2010
Skills
Cold Calling, Account Management, Contract Negotiation, Sales Management, New Business Development, Team Building, Budgets, Construction Safety, Contract Management, Recruiting, Construction Management, Customer Service, Process Scheduler, Project Estimation, Purchasing, Sales
Education
Florida State College at Jacksonville 2003 — 2005
Associate of Arts, Business
Mandarin High School 1999 — 2003
Western and Southern Financial Group October 2007 - Present
Hanger Prosethetics and Orthotics August 2003 - October 2004
Assurant Health April 2003 - November 2003
Education
Kaplan Financial School 2007 — 2007
Insurance Licensing Certificate
Alverno College 1993 — 2001
Professional Communications
Aetna 2011 - November 2012
Aetna November 2007 - October 2011
Western and Southern Financial Group 2005 - 2007
VMI Racing, Inc. 1991 - 2005
Skills
Strategy, Team Building, Medicare, Health Care Reform, Managed Care, Healthcare, Project Management, Health Insurance, Cross-functional Team..., Accountable Care, Insurance, Management, Product Development, Public Speaking, CRM, Risk Management, Process Improvement, Strategic Planning, Problem Solving, Federal Programs - ACO,..., Management Consulting, Risk Assessment, Competitive Analysis, Business Analysis, Medicare Part D, Disease Management, Healthcare Exchange..., Marketing Strategy, Healthcare Reform, Market reseach and..., Communication, Federal and State..., Market Risk, Code of Federal..., Federal & State..., Health Savings Accounts, Business Development, Product Marketing, Health Policy, Account Management, Healthcare Industry, Marketing, Project Planning, Direct Sales, Sales, Leadership
Education
Indiana University Bloomington
BS, Marketing
Vincennes University
AS, Business Administration
Pathway, Inc. January 2015 - Present
Franklin University August 2014 - Present
IMPACT Community Action April 2008 - December 2014
DeVry University December 2007 - July 2011
Western and Southern Financial Group August 2006 - February 2008
City Year Columbus July 2005 - June 2006
Central Ohio Transit Authority July 2000 - June 2005
Skills
Energy Management, Energy Conservation, Event Planning, Contract Negotiation, Non-profits, Community Outreach, Energy Efficiency, Grant Writing, Leadership Development, System Administration, Nonprofits, Policy, Program Development, Program Management, Volunteer Management, Grants, Fundraising, Organizational..., Workshop Facilitation, Social Services, Public Speaking, Training, Leadership, Staff Development, Community Development, Government, Project Planning
Education
The Johns Hopkins University 1997 — 1999
Master of Science (M.S.), Organizational Development
Coppin State University 1973 — 1977
Bachelor of Science (BS), Criminal Justice
Bath and Body Works October 2006 - March 2010
Western and Southern Financial Group June 2009 - December 2009
Skills
Sales, Visual Merchandising, Retail, Merchandising, Retail Sales, Store Management, Customer Service, Loss Prevention, Inventory Management, Store Operations
Education
University of Phoenix 2008 — 2014
Bachelor of Science (B.S.), Environmental Science
Ashland University 2006 — 2008
Banking, Corporate, Finance, and Securities Law
PNC Bank September 2011 - Present
Western and Southern Financial Group August 2010 - September 2011
Skills
Marketing, Leadership, Customer Service, Management, Business Analysis, Time Management, Microsoft Office, Building Relationships, Strategic Planning, Microsoft Excel, Analysis, Data Analysis, Visio, SDLC, Social Networking, Sales Process, Project Management, Financial Analysis, Team Leadership, Strategy, Process Improvement, Project Planning, Access, Business Development, CRM, Strategic Partnerships, Consulting, Program Management, Team Building, Networking, SQL, Teradata Data Warehouse
Education
Ohio University 2006 — 2010
Bachelor of Applied Science (BASc), Sport and Fitness Administration/Management
Ohio University
United States Postal Service May 2013 - Present
Wells Fargo September 2011 - June 2012
Citizens Bank July 2009 - December 2010
New York Life Insurance Company December 2007 - January 2009
Western and Southern Financial Group November 2006 - December 2007
Education
Academy of Art University 2006 — 2010
Completed some coursework., Video Game Design/Animation, 3.6
UTi Worldwide Inc. November 2012 - Present
Western and Southern Financial Group August 2011 - July 2012
Skills
Microsoft Office, Face to Face Sales, Face to Face..., Phone sales, Life Insurance, Financial Advisory
Education
University of Cincinnati 2006 — 2011
Bachelor's degree, Communication
NYU Medical Center December 2008 - Present
M. Shanken Communications July 2008 - November 2008
West Aurora School District 129 January 2008 - June 2008
Western and Southern Financial Group August 2007 - January 2008
Skills
Public Speaking, Microsoft Office, Microsoft Excel, Public Relations, Social Media, Event Planning, Social Networking, Customer Service, Marketing, Microsoft Word, Event Management, Outlook, PowerPoint, Community Outreach, Sales, Editing
Education
Indiana University Bloomington 2003 — 2007
B.A., Telecommunications
CareSource September 2015 - Present
Sabel Systems Technology Solutions, LLC November 2013 - Present
ThruLindersLens January 2000 - Present
Paycor September 2012 - November 2013
Triplefin, LLC January 2008 - August 2012
Triplefin January 2008 - December 2009
Western and Southern Financial Group March 2007 - November 2007
Cincinnati Bell 2004 - 2006
Procter & Gamble January 1998 - January 2004
Skills
Microsoft SQL Server, Photography, Databases, Cisco Technologies, Microsoft CRM, T-SQL, SQL, Windows Server, Servers, Active Directory, Cisco Call Manager, Windows, Disaster Recovery, Microsoft Exchange, Operating Systems, Business Intelligence, DNS, Custom Reporting, Scribe Insight, Microsoft Reporting..., Microsoft Dynamics AX, Cisco CCX, Cisco ICM, Exchange, Voice Services, IVR, Network Diagnostics, SQL Server, Telephony, Call Center, Cisco, VoIP, Call Copy, CRM Integration, Dialer Management, voice workflow trouble..., Tier 2, Integration, Troubleshooting, VMware, Deployment, Data Center, SSIS, TCP/IP, Microsoft Technologies, Project Management, System Deployment, Leadership, Hyper-V
Education
University of Cincinnati
Colerain High School
Western and Southern Financial Group September 2013 - Present
McAfee March 2011 - December 2012
DRS Training and Control Systems December 2007 - December 2010
Link Flight Simulation (division of L3 Communications) January 2002 - May 2007
Touch Systems 2001 - 2001
Tyrex 1999 - 2000
Raytheon Missile Systems June 1996 - January 1999
Texas Instruments Defense Systems and Electronics Group June 1993 - June 1996
Skills
Lean Manufacturing, Continuous Improvement, Project Estimation, Six Sigma, Program Management, DoD, Systems Engineering, Security Clearance, Engineering Management, Process Improvement, Manufacturing, Logistics, Supply Chain, hardware integration..., integrated product..., Subcontracts Management, Government Contracting, Quality Assurance, Project Planning, Manufacturing..., Manufacturing Operations, Quality Management, Product Development, Materials Management, Operations Management, Management, Contract Management, Aerospace, Operational Excellence, After Market Support, Vendor Managed Inventory, Proposal Generation, Value Stream Mapping, Earned Value Management, Cycle Time Reduction, Business Process..., Iso 9000, Malcolm Baldrige, Printed Circuit Board..., Contract Manufacturing, Electronics..., Flight Simulation, Field Service, Commodity Pricing, Service Level Agreements, ITAR, DMAIC, Cross Functional Team..., SOW, SLA
Education
Texas Tech University 1971 — 1975
BBA, Industrial Management
American Airlines April 2014 - Present
US Airways January 2012 - Present
US Airways September 2010 - January 2012
US Airways June 2009 - September 2010
Trinitas Ventures LLC September 2008 - 2009
Western and Southern Financial Group May 2008 - August 2008
Skills
Negotiation, Financial Analysis, Financial Modeling, Cross-functional Team..., Analysis, Real Estate, Valuation, Investments, Strategic Financial..., Finance, Leadership Development, Market Analysis, Training, Project Management, Contract Negotiation, Budgets, Strategic Planning, Forecasting, Mergers & Acquisitions, Entrepreneurship, Operations Management, Competitive Analysis, Data Analysis, Leadership, Process Improvement, Business Planning, Business Development, Customer Service, Business Strategy, Management, Strategy, Accounting, Financial Planning
Education
Purdue University - Krannert School of Management 2007 — 2009
MBA, Finance, Strategy
Purdue University 2004 — 2006
BS, Aviation Management
Hershey High School
Governor's Office of General Counsel March 2014 - March 2015
Franklin County Court of Common Pleas August 2011 - August 2013
The Elder Law and Consumer Protection Clinic at the Penn State Dickinson School of Law January 2011 - May 2011
Law Office of Joseph C. Korsak November 2009 - February 2011
Pennsylvania School Boards Association August 2009 - July 2010
Department of Insurance May 2009 - August 2009
Western and Southern Financial Group September 2006 - November 2007
Skills
Legal Research, Legal Writing, Microsoft Office, Civil Litigation, Courts, Legal Assistance, Legal Issues, Litigation, Trials
Education
Pennsylvania State University, The Dickinson School of Law 2008 — 2011
J.D.
Mercyhurst College 2005 — 2008
B.A., Elementary Education, Pre-Law
GE May 2014 - Present
GE May 2013 - May 2014
GE May 2012 - May 2013
Western and Southern Financial Group March 2005 - May 2012
KiZAN Technologies LLC 2003 - 2005
Ajilon LLC 2001 - 2003
Gap, Inc. August 1998 - July 2001
PHI Air Medical March 1996 - March 1998
U.S. Navy May 1986 - January 1995
Skills
Data Center, Enterprise Architecture, Cloud Computing, ITIL, Process Improvement, Servers, Requirements Analysis, Program Management, Windows, Security, Integration, Product Management, Databases, Technical Leadership, SDLC, Mergers, Budgets, Compliance, Architecture, Budgeting, Military Aviation, Military Experience, Security Clearance, Helicopters, Gas Turbines, Industrial Internet, Architectures, Strategy, Vendor Management, Leadership, Management, Business Strategy
Education
Boston University 1982 — 1986
BA, Mathematics
Shoptech Software - Manufacturing Software June 2015 - Present
Shoptech Software - Manufacturing Software January 2015 - May 2015
Western and Southern Financial Group May 2013 - January 2015
Cincinnati Residence Inn Downtown March 2013 - July 2013
Cincinnati Marriott Northeast January 2012 - March 2013
Skills
Time Management, Hospitality, Customer Service, Customer Satisfaction, Teamwork, Hospitality Management, Front Office, Sales, Hospitality Industry, Micros, Concierge Services, Food & Beverage, Event Management, Property Management..., Hotels, Rooms Division, Guest Service Management, Revenue Analysis, Employee Training, Hotel Management, Hotel Booking, Resorts, Banquets, Athletics, Phone Skills, Salesforce.com
Education
University of Cincinnati 2013 — 2017
Business, Management, Marketing, and Related Support Services
Western and Southern Financial Group June 2009 - June 2014
Little Miracles Daycare June 2008 - June 2009
Hoopeston community memorial nursing home August 2003 - May 2005
Skills
Microsoft Office, Recruiting, Employee Relations, Teamwork, Microsoft Excel, Customer Service, Project Management, Microsoft Word, Training, Interpersonal..., Interpersonal Skills, Interpersonal..., AS400 Administration, Accounts Payable &..., Event Planning, Individual Work, PowerPoint, Time Management, Administration, Inventory Management, Team Building, Telephone Skills, Spreadsheets, Strategic Planning, Management
Education
Danville Area Community College 2015 — 2016
Associate's Degree, Business, Management, Marketing, 4.0
Western and Southern Financial Group February 2014 - Present
Western & Southern Financial Group July 2012 - February 2014
Western & Southern Financial Group April 2011 - July 2012
Liberty Mutual Insurance February 2010 - February 2011
Allstate Insurance January 2006 - January 2010
Kings Island Resort and Conference Center June 2009 - October 2009
Ohio University Inn and Conference Center January 2009 - May 2009
Luxottica Retail- Summer 2006 May 2006 - September 2006
Skills
Marketing Communications, Multi Tasking, Public Speaking, Proactive self-starter, Business Process..., Team Building, Team Leadership, Cross Functional Team..., Team-oriented, Microsoft Office, Strategic Communications, Community Development, Great communications..., Great Personality, Communication, Customer Service, Sales, Marketing, Social Media, Training
Education
Ohio University 2004 — 2008
Diploma: Bachelor of Science, Human and consumer Sciences
Ohio University
Bankers Life September 2015 - Present
Western and Southern Financial Group February 2014 - June 2014
Humana October 2007 - February 2014
Humana August 2005 - October 2007
State Farm August 2004 - June 2005
Deason Insurance Agency December 2001 - December 2003
Skills
Sales Management, Direct Sales, Marketing Management, Medicare, Sales, Sales Presentations, Customer Retention, Health Insurance, Insurance, Outside Sales, Selling Skills, Term Life Insurance, Life Insurance, Training, Customer Service, Strategic Planning, Sales Operations, Property & Casualty..., Leadership, Managed Care, Team Building, Management, Disability Insurance
Education
Univeristy of South Florida 1980 — 1982
Bachelor of Arts (B.A.), Marketing
Edison Community College 1977 — 1979
Associate of Arts (AA), Business Administration and Management, General
Transamerica Agency Network, Inc. April 2015 - Present
Western and Southern Financial Group August 2009 - Present
Skills
Sales, Customer Service, Account Management, Insurance, New Business Development, Marketing, Management, Selling, Leadership, Retirement Planning, Team Building, Public Speaking, Fixed Annuities, Strategic Planning
Education
Marshall University
St. Joseph
Revenue Cycle Incorporated October 2013 - March 2015
FirstCare Health Plans January 2012 - October 2013
Lexington Fayette County Health Department June 2010 - December 2011
Western and Southern Financial Group April 2008 - June 2010
Product Action July 2007 - March 2008
Vuteq USA 2005 - 2007
Skills
Benefits Administration, HRIS, Employee Relations, Human Resources, New Hire Orientations, FMLA, Recruiting, Personnel Management, HR Policies, Employee Engagement, Payroll, Employee Training, Leadership, Event Planning, Customer Service, Deferred Compensation, Organizational..., Onboarding, Workforce Planning, Coaching, Leave Administration, Legal Compliance, Workers Compensation, Persistency, Track Record Of..., Employment Law, ADP Payroll, Policy, Succession Planning, Open Enrollment, Job Analysis, Talent Management, Wellness, Employee Wellness..., Employee Benefits, Interviews, Performance Management, Applicant Tracking..., Management
Education
Sullivan University 1998 — 2004
Bachelor of Science, Human Resources, A
Strayer University (VA)
Master's degree, Management, B
Shiloh Service Inc January 2010 - Present
Western and Southern Financial Group August 2007 - April 2009
Raike Financial Group June 2002 - September 2007
Skills
Account Management, New Business Development, Sales Management, Customer Service, Sales, Negotiation, Strategic Planning, Marketing Strategy, IT Management, Networking, Hardware, Network Administration, Software Installation, Switches, Routers
Education
University of Pittsburgh 2009 — 2017
Bachelor’s Degree, Business information Systems
Sisseton High School 1994 — 1997
High School Graduate
Western and Southern Financial Group September 2011 - Present
Western and Southern Financial Group February 2008 - September 2011
Western & Southern Financial Group September 2006 - February 2008
Western & Southern Financial Group May 2005 - September 2006
Keane, Inc 1996 - 2005
FACS Group 1994 - 1996
Skills
Enterprise Architecture, Unix, Linux, Visual Basic, Requirements Analysis, SQL, Project Management, Visio, IT Strategy, Software Project..., Web Development, Perl, Enterprise Software, Apache, HTML, Regular Expressions, Linux System..., Unix Shell Scripting, PHP, Process Improvement, Data Center, Disaster Recovery, Vendor Management, Databases, Security, OpenBSD, MySQL, Arduino, Agile Project Management, System Administration, Business Analysis, Oracle, Agile Methodologies, Scrum, Quadcopters, Multirotors, Drones
Education
University of Cincinnati 1992 — 1994
Computer Science
Milford High School 1988 — 1992
TME WARNER Cable November 2009 - Present
Time Warner Cable September 2009 - Present
WYBZ July 2008 - February 2009
Western and Southern Financial group January 2003 - July 2008
Allstate 2007 - 2007
The Coshocton Tribune 1998 - 1999
Thomas J Landry & Assoc. Physical therapy 1996 - 1997
Education
State University of New York College at Plattsburgh 1976 — 1978
BA, communication arts
LEADERSHIP COSH COUNTY
Fidelity Investments June 2015 - Present
Turner Wealth Management April 2012 - Present
Western and Southern Financial Group October 2011 - March 2012
Universal Studios May 2008 - July 2008
Education
Auburn University
B.A, Economics
Auburn University
B.A, Finance
NTT DATA Americas September 2013 - Present
NTT DATA Americas September 2013 - Present
Ohio National Financial Services June 2010 - September 2013
CH Mack, Inc. November 2007 - June 2010
Streamline Health 2005 - 2007
Western and Southern Financial Group 1999 - 2005
Skills
Business Analysis, Financial Analysis, Business Impact Analysis, Financial Reporting, Finance, Financial Modeling, Insurance, Accounting, Process Improvement, Strategic Financial..., Sarbanes-Oxley Act, Auditing, Access, Forecasting, Internal Controls, Financial Services, Analysis, Project Management, SDLC, Consulting, Management, Program Management
Education
University of Cincinnati 1996 — 2001
BA, Business Economics
Mood Media August 2014 - Present
Mood Media March 2013 - July 2014
Mood Media August 2012 - March 2013
Western and Southern Financial Group March 2006 - October 2012
SIRS July 2005 - March 2006
Northern Kentucky University September 2002 - May 2005
WNTV Student Television November 2001 - May 2005
Skills
Social Media, Document Management, Microsoft Office, Adobe Creative Suite, Final Cut Pro, Blogging, Clerical Duties, Corporate Communications, Digital Photography, Mainframe, Administrative Work, Leadership, Management, Access, Microsoft Excel, SDLC, Social Media Marketing, WordPress, Event Planning
Education
Northern Kentucky University 2000 — 2005
Bachelor of Arts, Radio/TV and Speech Communication
Walnut Hills High School 1996 — 2000
Diploma
Cintas July 2009 - Present
Western and Southern Financial Group December 2008 - December 2009
Skills
SAP, Microsoft Office, SAP BPC, VBA, Financial Forecasting, Six Sigma, Team Leadership, Employee Training
Education
Miami University 2005 — 2009
Bachelor's degree, Accounting, 3.75
AIReS International Relocation November 2011 - Present
Karatbars June 2010 - Present
The Ready Store January 2009 - Present
LYNX, Realtors October 1989 - Present
Western and Southern Financial Group May 2009 - November 2011
YAMASAKI, Associates
Landmark Education 2000 - 2008
Michigan Ballet Foundation September 1985 - June 1991
Fort Wayne Bible College August 1971 - June 1973
Skills
Business Planning, Life Insurance, Retirement Income..., Selling, Corporate Relocation, Program Management, Real Estate, Retirement, Investments, Small Business, Public Relations, Marketing, Fundraising, Team Building, Sales, Public Speaking, Event Planning, Coaching, Entrepreneurship, Press Releases, Leadership, Negotiation, Training, Contract Negotiation, Start-ups, Product Knowledge, Sales Process, Professional..., Sales Management, Professional Services
Education
The American College 2009 — 2011
LUTCF
University of Detroit Mercy 1971 — 1973
Assoc
Michigan State University 1969 — 1971
Assoc
NASDAQ March 2009 - Present
Ohio Dominican University September 2008 - Present
United States Federal Court, Southern District, Ohio September 2008 - Present
Western and Southern Financial Group April 2008 - Present
Northcentral University November 2007 - Present
Possitivity Inc June 2007 - Present
Possitivity Inc. (Non-Profit) March 2007 - Present
Renaissance America, LLC July 2006 - July 2008
West Publishing 1994 - 2002
ODOT 1984 - 1994
Education
Capital University Law School 1988 — 1992
Juris Doctorate, Law, Communications
The Ohio State University 1982 — 1983
Graduate Coursework, Public Administration- John Glenn School Public Policy
Ohio University 1977 — 1982
BSC, Organizational Communications, Scripps College
Western And Southern Financial Group October 2012 - Present
Indiana State University January 2006 - January 2008
Skills
Leadership Development, Teaching, Higher Education, Football, Athletics, Sports, Student Affairs, Public Speaking, Customer Service, Leadership, Coaching, PowerPoint, Microsoft Excel
Education
Edinboro University of Pennsylvania
Bachelor's Degree
Dole Packaged Foods, LLC September 2013 - Present
The Association for Manufacturing Excellence November 2014 - November 2014
USC Consulting Group June 2011 - September 2013
Dewolff, Boberg & Associates August 2007 - March 2010
T.G.I. Friday's August 2006 - August 2007
Nationwide Insurance June 2005 - December 2006
Western and Southern Financial Group June 2003 - June 2005
Cracker Barrel Old Country Stores August 2001 - June 2003
LaRosa's May 1995 - August 2001
Frisch's Restaurants May 1990 - May 1995
Skills
Business Analysis, Leadership, Project Management, Management, Project Planning, Business Process..., Team Leadership, Process Improvement, Manufacturing, Strategic Planning, Six Sigma, Change Management, Operational Excellence, PMP, Process Engineering, Business Development, Management Consulting, Cross-functional Team..., Program Management, Budgets, Operations Management, Lean Manufacturing, Business Transformation, Strategy, Financial Analysis, Customer Service, Risk Management, Performance Improvement, Analysis, MS Project, ERP, Business Process Mapping, 5S, Performance Management, Coaching, Leadership Development, Employee Training, Supply Chain, Time Management, Executive Coaching, Team Building, Recruiting, Business Intelligence, Contract Negotiation, Value Stream Mapping, Forecasting, Business Planning, Continuous Improvement
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA
Muskingum College 1982 — 1986
Bachelor of Science (BS)
Ewing High School 1979 — 1982
Dayton PMI
PMI Seminar World
PMI Seminar World
Western and Southern Financial group August 2009 - Present
Ameriprise Financial Advisors May 2008 - April 2009
AXA Equitable March 2007 - May 2008
Intelicoat Technolgies June 1990 - January 2007
Ampex September 1980 - June 1990
NDM Corp-New Dimensions in Medicine October 1973 - October 1980
Education
Auburn University 1985 — 1985
studied for MBA
Wright State University 1972 — 1979
BS, Chemistry
United Planners Financial Services August 2014 - Present
Western and Southern Financial Group August 1997 - December 2005
Columbus Mutual Life Insurance 1980 - 2005
Skills
Strategic Financial..., Retirement Planning, Insurance, Investment Advisory, Fixed Annuities, Retirement, Mutual Funds, Life Insurance, Disability Insurance, IRAs, 401k, Series 6, Underwriting, Asset Allocation, Estate Planning, Long-term Care, Term Life Insurance, Variable Annuities, 401k Rollovers
Education
South Dakota State University 1960 — 1965
B.S., Economics
Nationwide Insurance 2013 - Present
Nationwide Insurance 2006 - 2012
Foresters Equity Services, Inc. 2002 - 2005
Western and Southern Financial Group 2000 - 2001
Farmers Insurance 1985 - 1999
Skills
Leadership, Management, Commercial Insurance, Insurance, Business Development, Marketing, Risk Management, General Insurance, Training, Sales, Life Insurance, New Business Development, Team Building, Strategy, Underwriting, Sales Management, Strategic Planning, Analysis, Property & Casualty...
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2012
MS, Masters in Business
Ball State University - College of Business 1979 — 1983
BS, Marketing
Western & Southern Financial Group January 2010 - Present
Western and Southern Financial Group February 2007 - January 2010
Farmers Insurance & Financial Services February 2004 - January 2007
Education
Cleveland State University 2000 — 2001
area of study, Communications
Bowling Green State University 1995 — 1998
Areas of Study, Marketing and Communications
Diebold December 2012 - Present
A. Schulman, Inc. April 2012 - December 2012
YRC Worldwide Inc February 2005 - February 2012
Western and Southern Financial Group March 2010 - August 2010
Law Office of Victoria E. Schafer November 2001 - August 2004
Skills
Administrative Support, Office Administration, Office Management, Notary Public, Litigation Support, Employment Law, Compliance, FMLA, SharePoint, Microsoft Office, Internet, Project Planning, Contract Negotiation, Customer Service, Executive Reporting, Hiring, Crystal Reports, Direct Sales, Foster Care, Youth Ministry, Youth Mentoring, Youth Leadership, Youth Services, Youth Development, Administrative..., Recruiting
Education
Liberty University 2011 — 2013
Bachelor of Science, Psychology
Academy of Court Reporting 1999 — 2001
Associate, Business/Paralegal Studies
Western and Southern Financial Group June 2011 - Present
Lafayette Life Insurance Co. January 2007 - June 2011
Beneficial Life Insurance Company May 1993 - January 2007
Skills
Microsoft Office, Actuarial Science, Disability Insurance
Education
Brigham Young University 1974 — 1975
BS, Mathematics
Brigham Young University 1970 — 1971
BS, Mathematics
Western & Southern Financial Group February 2014 - Present
Fairfield County Clerk of Courts 2013 - January 2014
Western and Southern Financial Group May 2010 - June 2013
Miami University April 2007 - April 2010
Education
Miami University 2006 — 2010
Bachelor of Arts (BA), Speech Communication, Cum Laude
American College
FSCP
Hickory Road Inn LLC October 2002 - Present
Western and Southern Financial Group June 1984 - August 2004
Skills
Customer Service, Management, Microsoft Excel, Team Building
Education
Xavier University 1984 — 1986
Master of Arts (MA), Personnel Training and Education
Marian University 1967 — 1971
Bachelor of Arts (BA), Elementary Education and Teaching
HedgeSource April 2012 - Present
Western and Southern Financial Group June 2009 - April 2012
Allied Mortgage AMFC January 2005 - December 2007
Education
Lynn University 2001 — 2006
MBA, Finance
Transamerica November 2011 - Present
Western and Southern Financial group December 2009 - October 2011
Western and Southern Finanacial Group August 2006 - December 2009
Education
St. Ignatius High School 1992 — 1995
Bowling Green State University
Midwest Transport & Trucking November 2012 - Present
Western and Southern Financial Group April 2012 - Present
Education
Lewis University 2009 — 2011
Bachelor of Arts (B.A.), Sociology and Political Science, 3.9
SOLEX College 2006 — 2008
ESL Certificate, English as a Second Language
Uniwersytet Marii Curie-Skłodowskiej w Lublinie 2003 — 2005
Liberal Arts and Sciences, General Studies and Humanities, 3.8
Uniwersytet Marii Curie-Skłodowskiej w Lublinie 2000 — 2004
Law, 3.5
Diver's Supply May 2011 - Present
Western and Southern Financial Group October 2008 - August 2009
Maximus Marketing Inc October 2008 - August 2009
Western Baptist Hospital February 2008 - July 2008
Skills
Leadership, Sales, CRM, Sales Management, Mental Health, Retail, Customer Service, Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Time Management, Data Entry, Research, Outlook, Critical Thinking, Training, Teamwork, Data Analysis
Education
Galen School of Nursing-Tampa Bay 2013 — 2015
Associate of Science (AS), Registered Nursing/Registered Nurse
Hillsborough Community College 2011 — 2012
Registered Nursing/Registered Nurse
Florida Southern College 2002 — 2007
B.S; A.S, Sociology; Nursing
Alameda County District Attorney's Office March 2014 - Present
Alameda County, District Attorney's Office September 2013 - March 2014
University of San Francisco August 2011 - May 2013
Alameda County District Attorney June 2012 - August 2012
Wendel, Rosen, Black & Dean LLP June 2011 - August 2011
Western and Southern Financial Group June 2009 - December 2009
Humanity in Action July 2008 - June 2009
Gangway, e.V. August 2008 - November 2008
Skills
Legal Research, Legal Writing, Westlaw, Litigation, Microsoft Office, Public Speaking, Research, Lexis, Microsoft Excel, PowerPoint, Civil Litigation, Microsoft Word, Courts, Criminal Law, Nonprofits, Public Policy
Education
University of San Francisco School of Law 2010 — 2013
University of California, Irvine 2004 — 2008
Bachelor of Arts (B.A.), Criminology: Law and Society
POET December 2014 - Present
POET December 2014 - Present
River Valley Local Schools March 2012 - Present
Western and Southern Financial Group January 2011 - August 2011
Ag Credit ACA January 2009 - January 2011
Skills
Communication Skills, Sales, Business Analysis, Motivated self-starter, Mathematics, People Skills
Education
The Ohio State University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Western and Southern Financial Group May 2005 - Present
State Farm October 2001 - November 2005
Texas Instruments May 1980 - April 2001
Education
Southern Methodist University
Paralegal Studies
University of North Texas
Bachelor of Arts (BA), Radio and Television
Truman Medical Center May 2009 - January 2013
H&R Block December 2008 - May 2009
Western and Southern Financial Group May 2008 - November 2008
U.S. Army July 2002 - July 2008
Skills
Human Resources, Training Provider, Time Management, Customer Awareness, Leadership, Social Media, Microsoft Office, Team Building, Strategic Planning, Training, Army, Security, Analysis, Customer Service, Weapons
Education
Metropolitan Community College-Maple Woods 2012 — 2014
Associate's degree, Business Management
Raytown South High School 1997 — 2001
Raytown South High School