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, 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-Southern Financial Group Employees
Fifth Third Bank February 2015 - August 2015
AT&T November 2012 - January 2015
Byard Insurance and Financial Services May 2011 - June 2012
Western Southern Financial Group April 2008 - May 2011
Ferris Baker Watts, Inc September 2007 - December 2007
Skills
Life Insurance, Disability Insurance, Sales Process, Communication, Public Speaking, Cold Calling, Appointment Scheduling, Coordinating Events, Event Planning, Insurance, Direct Sales, Customer Service, Critical Illness, Sales
Education
Marshall University 2003 — 2007
Bachelor of Arts, Communication Studies
Spring Valley High School 1999 — 2002
Thomson Reuters August 2014 - Present
Thomson Reuters April 2014 - July 2014
Thomson Reuters December 2003 - April 2014
Western Southern Financial Group May 2003 - November 2003
Skills
Sales Presentations, Direct Sales, Salesforce.com, Account Management, Solution Selling, Sales, Selling, Marketing Strategy, Cold Calling, Sales Process, B2B, Product Marketing, Sales Operations, New Business Development, Lead Generation, Competitive Analysis, Business Development, Strategy, Contract Negotiation, SaaS, Email Marketing, Professional Services, Business Planning, Forecasting, Marketing, Customer Retention, Online Marketing, Enterprise Software, CRM, Building Relationships, Key Account Management, Customer Acquisition, Leadership, Management, Product Management, Strategic Planning, Team Management, Cross-functional Team..., Inside Sales
Education
Michigan State University 2001 — 2003
BS, Merchandising Management
Coventry Health Care 2005 - Present
Dell October 2005 - October 2009
Medical Staffing Network 2004 - 2005
Western Southern Financial Group 2002 - 2003
Novant Health 1987 - 2002
Skills
Managed Care, Healthcare, Home Care, Hospitals, Medicare, Healthcare Management, Clinical Research, EMR, Nursing, Case Managment, Utilization Review, Patient Safety, HIPAA, Pediatrics, Acute Care, Inpatient, Critical Care, Informatics, Healthcare Consulting, Healthcare Information..., EHR, Disease Management, Medicaid, Utilization Management, Health Education, Long-term Care, Health Insurance, Medical Records, Palliative Care, Cpr Certified, Quality Improvement, Rehabilitation, Telemetry, Physician Relations, Public Health, Nursing Management, Registered Nurses, BLS, Patient Education, Patient Advocacy, Wound Care, Medication..., Medical/Surgical, Nursing Education, Elder Care, Certified Case Manager, Medical Case Management, Medical Terminology, Medical Billing, Healthcare Industry
Education
Forsyth Technical Community College 1997 — 1999
Internet Technology, Cisco, A+, Microsoft Engineering Certificate 2000, Programing Basics, Web Design
Bluefield State College 1994 — 1997
Registered Nurse
Hinton High School 1970 — 1974
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
Photos to Canvas November 2012 - Present
Verizon Wireless September 2011 - Present
Summary of Employment August 2011 - Present
Flextronics International February 2010 - August 2011
Western-Southern Financial Group November 2008 - February 2010
Schwan's Home Service February 2007 - November 2008
ABC Warehouse February 2006 - February 2007
Radio Shack June 2004 - February 2006
Skills
Photoshop, Photoshop Elements, Digital Photography, Portrait Photography, Canvas Prints, Editing, Wedding Photography, Picture Frames, Microsoft Office, Windows, iOS, Canon DSLR
Education
University of Phoenix 2011 — 2014
Bachelor of Applied Science (B.A.Sc.), Information Technology
Terra Community College 2002 — 2004
Post Secondary Option, Criminal Justice/Police Science
Tiffin Columbian High School 2001 — 2004
high school curriculum, Criminal Justice
Dvine Care Hospice July 2008 - Present
Divine Care Hospice July 2008 - Present
Prudential Financial September 2006 - May 2008
Western-Southern Financial Group June 1999 - October 2005
Skills
Payroll, Human Resources, Policy, Finance, Process Improvement, Customer Service, Operations Management, Healthcare, Project Management, Strategic Planning, Team Building, Change Management, Management, Microsoft Office, Budgets, Leadership, Microsoft Excel, Healthcare Management, Hospitals, Team Leadership
Education
University of New Orleans 1994 — 1995
Medical Coding
Dillard University 1967 — 1969
Business Administration and Management, General
H & R Block December 2013 - Present
Kentucky Housing Corporation November 2013 - Present
Kentucky Housing Corporation September 2011 - November 2013
Greentree Servicing September 2007 - November 2010
Western-Southern Financial Group September 2006 - April 2007
Skills
Event Planning, Leadership, Public Relations, Time Management, Policy, Program Management, Communitity Development, Financial Services, Grant Writing, Mortgage Lending, Financial Consultation, Project Underwriting, Tax Preparation, Affordable Housing, Strategic Financial..., Personal Financial..., Financial Analysis, Customer Service
Education
Sullivan University 2011 — 2012
Bachelors of Science in Business Administration, Finance, 3.4 G.P.A.
Morehead State University
Morehead State University
Morehead State University
Saybrus Partners September 2011 - June 2012
The Hartford October 2007 - December 2009
Schiff, Kreidler-Shell, Inc October 2006 - October 2007
Western Southern Financial Group October 2004 - October 2006
Education
Northern Kentucky University 2000 — 2004
Bachelors, Finance
Robert Half Management Resources September 2015 - Present
TriHealth January 2015 - August 2015
UC Health December 2009 - January 2015
Luxottica Group March 2009 - December 2009
Great American Financial Resources April 2007 - January 2009
Schawk June 2006 - April 2007
Western-Southern Financial Group November 1995 - March 2006
Skills
Management, Accounting, Financial Reporting, Financial Analysis, Business Process..., Budgets, Marketing Strategy, Auditing, Forecasting, Finance, Analysis, General Ledger, Payroll, Accounts Payable, Journal Entries, Customer Service, PeopleSoft, Process Improvement, Microsoft Excel
Education
Thomas More College 2004 — 2006
Masters, Business Administration
Northern Kentucky University 1989 — 1996
Bachelor of Science, Finance
Hard Rock Rocksino March 2014 - Present
Hard Rock Rocksino April 2013 - March 2014
Rising Star Casino August 2012 - April 2013
Pinnacle Entertainment December 2007 - March 2012
Belterra Casino Resort & Spa December 2005 - June 2007
HGMI Gaming (Formerly Hyatt Gaming Management ) 2003 - 2005
Western-Southern Financial Group 2000 - 2003
CBS Personnel 1997 - 2000
Skills
Benefit Plan..., FMLA and ADA..., Well versed in..., FMLA, Affordable Care Act, Casino, Benefits Administration, Open Enrollment, Employee Wellness..., Workers Compensation, Performance Management, Talent Acquisition, Employee Recognition, Employee Relations, Labor Relations, Training, Employee Benefits, Leadership Development, Hotels, Organizational..., HRIS, Onboarding, Coaching, Deferred Compensation, Employee Training, Resorts, Human Resources, HR Policies, College Recruiting, Team Building, Succession Planning, Applicant Tracking..., Hospitality Management, Disability Insurance, Interviews, Job Descriptions, VIP, New Hire Orientations, Talent Management, Employee Engagement, Personnel Management, Recruiting, Payroll, Hospitality Industry, Employee Handbooks, HR Consulting, Pre-opening, Hiring, Conflict Resolution, Employment Law
Education
University of Cincinnati College of Business
BBA, Business Management
McKean Defense Group December 2008 - Present
Western-Southern Financial Group July 2008 - December 2008
Wal-Mart Store June 2001 - July 2008
Vogue Cleaners May 2007 - July 2007
Purdue University February 2006 - March 2006
Skills
Animal Behavior, Animal Advocate, Animal Nutrition, Microsoft Office, Equine Experience, Companion Animal Health, Workshop Facilitation, Workshop Development, Direct Sales, Retail Sales, Cold Calling Experience, Business Promotions..., Non-profit Volunteer, Non-profit Leadership, Non-Profit Marketing, Companion Animal..., Companion Animal..., Animal Welfare, Government, Analysis, Marketing, Program Management, Military, Process Improvement, Team Building, DoD, Customer Service, Strategic Planning, Project Management, Leadership, Proposal Writing
Education
Purdue University 2003 — 2008
Bachelor of Science, Animal Agribusiness
WAYPOINTS: http://www.waypointsmag.com/ May 2014 - Present
POETRY MATTERS, http://readwritepoetry.blogspot.com/ December 2012 - Present
Cincinnati Writers Project anthology, A FEW GOOD WORDS 2012 - 2012
The University of Cincinnati May 2010 - October 2011
Western-Southern Financial Group October 1985 - October 2010
Skills
Creative Writing, Higher Education, Editing, Literature, Poetry, Healthcare, Copy Editing, Blogging, Teaching, Web Content, Social Media Marketing, Teaching Writing, English, Journalism, Memoir, Freelance Writing, Newsletters, Publishing, Copywriting, Fiction, Social Media, Proofreading, Magazines, Published Author, Publications, Storytelling, Books, Short Stories, Magazine Articles, Press Releases, SEO, Publicity, E-Learning, Ebooks, CMS, Facebook, Technical Writing, Feature Articles, Public Speaking, News Writing, History, Grant Writing, Photography, Nonprofits, Social Networking, WordPress, Interviews, Content Management, Online Publishing, Research
Education
Spalding University 2007 — 2009
MFA in Writing, Fiction
Thomas More College
Bachelor of Arts (BA), English
Thomas More College
Bachelor of Arts (B.A.), Computer Science
Oakland University July 2011 - Present
Western Southern Financial Group August 2006 - February 2011
Century21 Town & Country Real Estate Services April 1994 - August 2006
Skills
Life & Health Insurance..., Property & Casualty..., Fixed Annuities, Variable Annuities, Disability Insurance, Long Term Care Insurance, Final Expense Planning
Education
Oakland University 2011 — 2013
Accounting and Finance
Oakland Community College
Associates Degree, Business Administration and Management, General
Flagstar Bank January 2014 - Present
JPMorgan Chase August 2011 - January 2014
Western Southern Financial Group June 2010 - August 2011
Costco Wholesale November 2007 - October 2010
Skills
Sales, Leadership, Microsoft Excel, Forecasting, Marketing, Customer Satisfaction, Sales Management, Time Management, Microsoft Office, Outlook, PowerPoint, Accounting
Education
Walsh College of Accountancy and Business Administration 2008 — 2010
BBA, Marketing, Business administration
Oakland Community College 2005 — 2008
Associate's degree, Business Administration and Management, General
Western-Southern Financial Group April 2006 - Present
Education
Knoxville College
General Business
Western-Southern Financial Group Assistant ActuaryEmpire Blue Cross Blue Shield1999 - 2001
Skills
Reinsurance, Product Development, Health Insurance, Product Strategy, Life Insurance, Financial Analysis, Investments, Risk Management, Strategic Planning, Access, Financial Modeling, Financial Services, Financial Risk, Leadership, Analysis, Microsoft Excel
Education
The Ohio State University
In Transition July 2012 - Present
Fifth Third Bank October 2011 - July 2012
Par Med Pharmaceuticals July 2008 - May 2010
National College, Florence, Ky. September 2007 - February 2008
Western Southern Financial Group June 2004 - July 2007
Humana, Cincinnati,Ohio March 2003 - February 2004
Cabinet Supplier of Ohio, Inc. Middletown, Ohio May 2001 - January 2003
Skills
Building Relationships, Customer Service, Presentation skills, Sales, B2B, Leadership, Sales Operations, Selling, Start-ups, Customer Satisfaction, Team Building, Management, Customer Retention, Call Centers, Coaching, New Business Development, Cold Calling, Program Management, Process Improvement, Account Management
Education
Kent State University
Bachelor of Arts, Telecommunications/Broadcast/Speech
Western Southern Financial Group December 2007 - Present
Skills
Life Insurance, Disability Insurance, Term Life Insurance, Health Insurance, Whole Life
Education
Johnson Highschool 1991 — 1995
University of Minnesota-Twin Cities
Bachelor of Science
Herbrucks Poultry Ranch January 2012 - December 2013
MarketLab August 2011 - June 2012
Sanford Brown College Grand Rapids MI August 2010 - August 2011
ITT Technical Institute October 2008 - September 2010
Independent Insurance Agent April 2006 - October 2008
Mutual of Detroit Insurance February 2007 - April 2008
Western Southern Financial Group December 2003 - February 2007
Wal-Mart March 2000 - October 2002
Parisian 1995 - 1998
Skills
Customer Service, Admissions, Management, Sales, Coaching
Education
Michigan State University 1990 — 1994
BA, Criminal Justice
Hartland High School 1986 — 1990
LJD Photography, LLC 2011 - Present
Cintas Corporation January 2009 - July 2011
Cintas Corporation October 2008 - January 2009
Cintas Corporation April 2007 - October 2008
Western-Southern Financial Group June 2005 - January 2006
Dix Communications June 2004 - September 2004
Skills
Contract Management, Process Engineering, Operations Management, Contract Negotiation, Photoshop, Digital Photography, Commercial Photography, Wedding Photography, Portrait Photography
Education
New York Institute of Photography 2011 — 2012
Certificate, Professional Photography
The University of Tennessee at Chattanooga 2006 — 2009
MBA
The Ohio State University 2001 — 2005
B.S., Consumer Affairs
Indiana Air National Guard March 2015 - Present
Indiana Air National Guard October 2000 - March 2015
Markle Police Department July 2005 - June 2011
Western Southern Financial Group January 2004 - July 2005
Skills
Training, Leadership, Security, Government, Management, Military, Personnel Management, Six Sigma, Protective Services, DoD, Firearms, Human Resources, Military Experience, Police, Security Clearance, Team Building, Customer Service
Education
Indiana Wesleyan University 2010 — 2011
M.S, Management
Indiana Wesleyan University 2007 — 2009
B.S.A, Accounting
Community College of the Air Force 2005 — 2009
A.S, Criminal Justice
Department Of the Army
Six Sigma Green Belt
U.S. Army Advance Law Enforcement School
Protective Services, Anti Terrorism Driving Certification
Agent Link 2015 - 2015
Satellite Health Alliance & Financial Services May 2012 - September 2014
Berlin & Denys Insurance and Financial Services June 2013 - August 2014
Brevard Eldercare, LLC August 2010 - June 2014
Innovative Marketing Services, Llc January 2012 - January 2014
Space Coast Assisted Living, LLC, Brevard Eldercare, LLC January 2008 - January 2013
Western Southern Financial Group August 2009 - July 2011
ATP Quality Services, Ltd. October 1994 - June 2005
Skills
Direct Marketing, Employee Benefits, Long Term Care, Health Insurance, Retirement, Annuities, Sales Management, Long-term Care, New Business Development, Fixed Annuities, Retirement Planning, Medicare, Investments, Critical Illness, Small Business, Term Life Insurance
Education
Rowan University 1987 — 1991
Business Administration and Management, General
Lllush Soiree June 2012 - Present
Internal Revenue Service December 2010 - Present
S-Zander February 2009 - Present
Focus Solutions Inc July 2009 - October 2009
Alex's Complete Home Remodeling and Landscaping Co March 2009 - July 2009
Western Southern Financial Group August 2007 - April 2008
Safeguard Security Inc March 2004 - April 2006
American Chamber of Commerce September 2002 - September 2002
Federated Department Stores June 2002 - August 2002
Volunteer Cincinnati June 1998 - August 2002
Skills
Outlook, File Management, Fax, Government, Event Management, Inventory Management, Proposal Writing, Advertising, Scanners, Workshop Facilitation, Research, Speech Writing, Six Sigma, Catalogs, Indexing, Public Speaking, Event Planning, Marketing, Customer Service, Microsoft Office, Filing, Typing, Data Entry, Microsoft Word, Training, Telephone Skills, Access, PowerPoint, Office Management, Public Relations, Time Management, Budgets, Leadership, Social Networking, Nonprofits, Facebook, Fundraising, Entrepreneurship, Community Outreach
Education
Cincinnati State Technical and Community College 2012 — 2017
Marketing Management
Walnut Hills High School 1997 — 2003
High School Diploma
Cooper Tire & Rubber Company January 2013 - Present
The Right Thing, Inc. an ADP Company August 2010 - December 2012
Western Southern Financial Group July 2009 - August 2010
Ohio Northern University May 2005 - May 2008
Skills
Recruiting, Interviews, Onboarding, Talent Acquisition, Talent Management, Screening, Hiring Trends, Customer Service, Social Networking, Marketing, Hiring, College Recruiting, Applicant Tracking..., Management, CRM, Human Resources, Social Media
Education
Ohio Northern University 2004 — 2008
Bachelors, Marketing/Business Administration
KHS
Casey's General Stores, Inc. April 2013 - Present
Rainmaker Software, Inc. June 2013 - May 2014
AT&T 2009 - 2012
Brown Mackie College September 2008 - April 2009
TJ Maxx September 2007 - September 2008
Journeys April 2007 - September 2007
Panera Bread October 2003 - April 2007
Western-Southern Financial Group April 2002 - October 2003
John Deere Health Care November 2000 - September 2001
Godfather's Pizza November 1996 - November 2000
Skills
Writing, Customer Service, Sales, Management, Training, Program Management, Interviews, Retail
Education
Illinois College 1989 — 1993
Bachelor of Arts, English; Writing
Polo Community High School 1985 — 1989
High School, college prep
Highland Grade School
TechSmith Corporation April 2015 - Present
Baker College September 2008 - March 2015
Standard Federal Bank March 2002 - January 2004
Western-Southern Financial Group June 2000 - January 2002
Skills
Admissions, Higher Education, Student Services, Career Services, Career Advising, Customer Relations, Customer Experience, Customer Satisfaction, Customer Acquisition, Employee Relations, Employee Management, College Recruiting, Recruitment/Retention, Student Recruitment, Event Management, Account Management, Sales Management, Customer Service, Sales, Recruiting, Staff Development, Coaching, Team Building, Leadership, Management, Event Planning, Human Resources, Marketing, Career Counseling, Teamwork, Conflict Resolution, Public Relations, Social Media, Social Networking, Career Development, Student Affairs, Organizational..., Academic Advising, Resume Writing, Adult Education, Job Search Strategies, Leadership Development
Education
Davenport University 2003 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Global Underwriters Agency, Inc. May 2015 - Present
Citibank October 2013 - April 2015
DHL February 2014 - July 2014
Walmart July 2013 - January 2014
Accountemps February 2013 - May 2013
SMX (Amazon) November 2012 - January 2013
Western Southern Financial Group January 2005 - January 2012
U.S. Bank January 1999 - January 2005
NBD Business Finance January 1995 - January 1999
Oncology Consultants January 1992 - January 1994
Skills
Account Reconciliation, Bank Reconciliation, Accounts Receivable, General Ledger, Accounting, Accounts Payable, Financial Reporting, Journal Entries, GAAP, Financial Statements, Accruals, Invoicing, Time Management, Payments, Financial Accounting, Internal Controls, Payroll
Education
Thomas More College 2014 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Kentucky College of Business 1997 — 2006
Bachelor's degree, Information Systems
Northern Kentucky University 1996 — 2006
Bachelor of Applied Science (BASc), Information Technology
ATK2, Inc October 2009 - Present
A2 Design March 2006 - Present
Western Southern FInancial Group July 2001 - October 2009
Private Home January 1993 - September 1999
Convergys Corporation September 1995 - September 1998
Convergys Corporation March 1993 - September 1995
Skills
Weddings, Baking, Cakes, Cookies, Wedding Cakes, Team Building, Retail, Recruiting, Accounts Receivable, Accounts Payable, Sales, Small Business, Event Planning
Education
University of Toledo 1987 — 1990
BE, Education/Art
Siena Heights University 1985 — 1987
AFA, Fine Arts
St. Richards School
The Guardian Life Insurance Company of America December 2012 - Present
Crump Group, Inc. January 2010 - December 2012
Crump Group July 2002 - December 2012
Worldinsure Limited December 2000 - July 2002
Western-Southern Financial Group August 1993 - December 2000
Ryerson June 1988 - July 1993
Skills
Executive Management, Full P&L Responsibility, Corporate Development, Insurance, Financial Services, Investment Banking, Mergers, Acquisitions, Risk Management, Financial Planning, Strategic Planning, Business Strategy, Distribution Management, Long-term Care, Business Development, Product Development, M&A experience, Acquisition Integration, Financial Modeling, P&L Management, Strategic Partnerships, Management, Strategy, Strategic Financial..., Mergers & Acquisitions, Leadership, Enterprise Software, Business Planning, Finance, Analysis, Pricing, Underwriting
Education
Northwestern University - Kellogg School of Management 1990 — 1993
Master of Management, Finance, Accounting, Marketing
Northwestern University 1984 — 1988
Bachelor of Science, Engineering
The E.W. Scripps Company April 2014 - Present
The E.W. Scripps Company May 2013 - April 2014
Gap Inc. March 2012 - May 2013
Integrity Express Logistics July 2011 - March 2012
Western-Southern Financial Group January 2011 - July 2011
Western-Southern Financial Group June 2007 - January 2011
Western-Southern Financial Group June 2006 - June 2007
Western-Southern Financial Group March 2005 - June 2006
Western-Southern Financial Group July 2004 - March 2005
US Army July 2001 - July 2004
Skills
Accounts Payable, Forecasting, Accounts Receivable, Management, Accounting, Account Reconciliation, Time Management, Finance, Microsoft Office, Journal Entries, Cash Management, Financial Reporting, Insurance, General Ledger, Corporate Finance, Microsoft Excel, Budgets, Process Improvement, Access, Outlook, Customer Service
Education
Northern Kentucky University 2005 — 2011
Bachelors, Accounting
The Inn at Honey Run August 2013 - August 2014
Western-Southern Financial Group January 2009 - August 2013
Yellowbook October 2006 - December 2008
Mcilvaine Trucking March 2005 - October 2006
Skills
Sales, Sales Management, Recruiting, Customer Service, Leadership, Management, Account Management, Strategic Planning, Training, Marketing, Microsoft Excel, Budgets, Customer Retention, Customer Satisfaction
Education
The University of Akron 1990 — 1994
Bachelor of Arts, Social Sciences
The Ohio State University 1988 — 1990
Western Southern Financial Group October 2007 - Present
Western & Southern Financial Group February 2005 - October 2007
Western & Southern Financial Group May 2003 - February 2005
Western & Southern Financial Group October 2002 - May 2003
Western & Southern Financial Group March 2002 - October 2002
Education
California State University-East Bay 1999 — 2001
Mathematics, Computer Science
Chabot College 1969 — 1971
AA, Mathematics
Transtecs Corporation April 2008 - July 2009
ADECCO December 2007 - March 2008
Western-Southern Financial Group May 2006 - August 2007
American TV & Appliances January 2005 - February 2006
Ethan Allen December 2003 - July 2004
Goedeker's Superstore January 2003 - December 2003
Lutheran Hour Ministries February 2001 - May 2002
OfficeTeam April 1999 - January 2001
Skills
Outstanding Customer..., Creative Problem Solving, Strong Interpersonal...
Education
Southeast Missouri State University 1969 — 1973
Ritenour Senior High School 1967 — 1969
NCO Leadership School - U.S. Air Force
Southeast Missouri State University
Fine Arts Major, History Minor
St. Louis Community College
Algebra, Creative Writing, Psychology
University of Missouri-Saint Louis
MS Word for Windows, WordPerfect for Windows
Alanjosons Financial Group January 2013 - Present
NAIFA-Florida 2003 - 2014
Secure Life Financial September 2011 - March 2013
Diagnostic Medical Imaging 2010 - 2011
American International Group 2007 - 2010
Western-Southern Financial Group 2005 - 2007
Hialeah March 2004 - June 2005
DMS October 2002 - March 2004
Avianca Airlines 1992 - 2002
Skills
Leadership Development, Integrity, Bilingual, computer Literacy, Customer Service, Project Management, Negotiation, Customer Experience, Team Building, Sales, Team Management, Team Leadership, Budgets, Business Planning, Account Management, Business Strategy, Call Center, Project Planning, Strategic Planning, New Business Development, Call Centers, Training, Insurance, Marketing Strategy, Marketing, Property & Casualty..., Disability Insurance, Life Insurance, Fixed Annuities, Small Business, Business Development, Health Savings Accounts, Term Life Insurance, Employee Benefits, Long-term Care, Finance, Retirement Planning, Whole Life, Medicare
Education
National School of Technology 2002 — 2004
Associate's degree, Medical Insurance Coding Specialist/Coder
Miami Dade College 2001 — 2003
Associate's degree, Business/Office Automation/Technology/Data Entry
Western Southern Financial Group May 1995 - Present
Hopple Plastics May 1994 - April 1995
General Electric Aircraft Engine September 1986 - April 1994
NCR June 1983 - September 1986
Nutone March 1972 - April 1983
Skills
Visual Basic, ASP, PL/SQL, .NET, N-tier, ADO, COM+, COBOL, VB.NET, ASP.NET, T-SQL, Microsoft SQL Server
Education
Northern Kentucky University 1965 — 1985
Bachelor of Arts (B.A.), English Humanities
Boone County High School 1961 — 1965
Diploma, College Prep
Western Southern Financial Group
Skills
Sales Management
Education
Franciscan University of Steubenville 1973 — 1977
Secure Lending Incorporated October 2013 - Present
Western Southern Financial Group 2008 - 2009
Professional Business Services, Inc. 2007 - 2008
First Ohio Banc & Lending Inc 2005 - 2007
Lending Group of Ohio, Inc. 2002 - 2005
The Leader Mortgage Co 2000 - 2002
Ohio Savings Bank 1997 - 2000
Education
University of Phoenix 2008 — 2012
Major Information Technology
University of Cincinnati 1995 — 1998
Economics and Marketing
Mercyhurst University 1993 — 1995
Economics and Marketing
Rocky River High School 1989 — 1992
D. N. Harris Consulting LLC January 2008 - Present
Que7 January 2003 - June 2008
Self-Employed April 2003 - December 2007
Liberty Tax Service January 2005 - November 2007
Western-Southern Financial Group February 2003 - June 2004
SiteObjects, Inc. October 2001 - April 2002
Skills
Strategic Planning, Entrepreneurship, Business Strategy, Team Building, Leadership, Management Consulting, Project Management, Small Business, Coaching, Business Development, Public Speaking, Process Improvement, Start-ups, Business Planning, Customer Service, Strategy, Sales, Organizational..., Training
Education
Walden University 2008 — 2015
Doctorate of Business Administration, Entrepreneurship
Second City - Detroit 2006 — 2009
Improvisational Arts
Northwood University - Richard DeVos Graduate School of Management 2005 — 2007
Master of Business Administration (MBA), Marketing/Marketing Management, General
Northwood University 1998 — 2002
Bachelor of Business Administration (BBA), Marketing and Business Management, Magna Cum Laude
Western Michigan University 1992 — 1993
Aerospace, Aeronautical and Astronautical Engineering
Grand Ledge High School 1988 — 1992
Diploma
Bosch North America June 2013 - Present
Robert Bosch LLC June 2010 - June 2013
Fiat Chrysler Automobiles (FCA) September 2004 - May 2010
Western Southern Financial Group February 2002 - September 2004
Frost Brown Todd April 1998 - February 2002
Greenebaum Doll & McDonald June 1996 - January 1998
Skills
Supply Chain, Logistics, Automotive, Commercial Contracts, Warehousing, Manufacturing, Distribution, Dispute Resolution
Education
University of Cincinnati College of Law 1994 — 1997
JD
The Ohio State University 1988 — 1990
MSRP, City and Regional Planning
Denison University 1981 — 1985
BA, Economics
Columbus School for Girls
Aurico June 2015 - Present
Aurico October 2011 - June 2015
Aurico November 2010 - October 2011
Staff Management March 2007 - March 2008
Houlihan Smith & Company July 2006 - December 2006
Western-Southern Financial Group June 2003 - January 2005
Skills
Marketing, Account Management, Sales, Leadership, Strategic Planning, Customer Service, Human Resources, Applicant Tracking..., Background Checks, Recruiting, Microsoft Office, Social Networking, B2B, Employee Relations, New Business Development, Research, Training, Time Management, Event Planning, Performance Management, PowerPoint, Microsoft Excel, Written Communication, Salesforce.com, Cold Calling, Outlook, Proposal Support, Organizational..., CRM
Education
Oral Roberts University 1998 — 2002
BS, International Business
Oral Roberts University 1998 — 2002
BA, Broadcast Design
Western Southern Financial Group June 2005 - Present
Education
Ottawa University 2006 — 2009
Riverside University 1990 — 1994
Western & Southern Financial Group June 1983 - Present
Western Southern Financial Group 1983 - January 2006
Skills
Life Insurance, Retirement, Disability Insurance, Fixed Annuities, Employee Benefits, Retirement Planning, Leadership, Recruiting, Insurance, Management, Long-term Care, Performance Management, Team Building, Sales Management, Health Insurance, Coaching, Sales, Strategic Planning, New Business Development, Customer Retention, Small Business, Succession Planning
Education
Indiana University-Purdue University at Indianapolis
Business/Managerial Economics
Fifth Third Bank October 2008 - Present
Western Southern Financial Group March 2005 - October 2008
Morgan Stanley March 2003 - December 2004
Matrix Automation February 2000 - November 2003
Dorr Chevrolet Company, Inc June 1978 - December 1999
Education
City and Regional Planning The Ohio State University
Master of
The Ohio State University
BS
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
PoleVault August 2014 - Present
Firetoss August 2014 - Present
GoDaddy 2013 - 2014
Chick-fil-A March 2011 - February 2012
Raising Canes August 2008 - September 2009
Licking Memorial Hospital January 2008 - August 2008
Western Southern Financial Group July 2007 - March 2008
Skills
Sales, Training, Management, Customer Service, Microsoft Excel, Customer Satisfaction, Operations Management, Marketing, Business Strategy, WordPress, Linux Server, CentOS, Web Hosting, Web Analytics, Leadership, Strategic Planning, Marketing Strategy, Online Marketing, SEO, Social Media, Social Networking, Team Building, Social Media Marketing, Microsoft Office, Business Development, New Business Development, Strategy, Sales Management, Consulting, Project Management, E-commerce, Negotiation, Account Management, Digital Marketing, Public Speaking, Online Advertising, Advertising, Email Marketing, Analysis, Entrepreneurship
Education
Franklin University 2009 — 2011
Organizational Communication
Darling Ingredients Inc. October 2008 - Present
Western Southern Financial Group June 2007 - September 2008
Griffin Industries, Inc. October 1994 - June 2007
Skills
Recruiting, Analysis, Human Resources, Employee Benefits, Payroll, Outlook, Customer Service, Microsoft Excel, Microsoft Word, Purchasing, Microsoft Office, Sales, Budgets, Accounts Payable, Operations Management, New Business Development, Team Building, Management, Leadership, Account Management, Contract Negotiation, Customer Satisfaction, Strategic Planning, Process Improvement, Process Scheduler, Negotiation, Sales Management, Inventory Management, Project Planning, Contract Management, Logistics, Team Leadership, Access, Coaching, Time Management, Product Development, PowerPoint, Facilities Management, Project Management, Marketing, Forecasting
Education
Northern Kentucky University 2005 — 2009
Bachelor of Arts (B.A.), Organizational Leadership - Area of Concentration in Human Resource Skills, 3.5 Magna Cum Laude
Northern Kentucky University 1993 — 2005
Associate of Arts and Sciences (A.A.S.), Pre-Business
Stored Value Solutions April 2013 - Present
Stored Value Systems 2006 - Present
Ceridian Stored Value Solutions 2006 - Present
Integrity Life Insurance Company 1999 - 2006
Integrity Life, Western Southern Financial Group 1999 - 2005
Integrity 1999 - 2005
Western Southern Financial Group 1999 - 2005
Skills
Process Improvement, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office, Business Analysis, Account Management, Access, Forecasting, Management, Data Analysis, Leadership, Financial Reporting, Accounting, Budgets, Project Management, Auditing, Risk Management, Team Leadership, Analysis, Outlook, Account Reconciliation, Software Documentation, Training, Payroll, Banking, Sarbanes-Oxley Act, Financial Accounting, Vendor Management
Education
Bellarmine University 1986 — 1987
Psychology
available upon request 2005 - Present
Western Southern financial group 2004 - 2005
Skills
Insurance, Fixed Annuities, Life Insurance, Health Insurance, Disability Insurance, Investments, Accident, Employee Benefits, Retirement, Financial Services
Education
University of North Florida - College of Business Administration 2002 — 2004
Bachelor, Finance - Economics
Fortune Personnel Consultants - Hampton Roads 2013 - Present
Western-Southern Financial Group April 2012 - December 2012
Aflac 2010 - 2012
Baptist International Missions, Inc. June 1989 - April 2009
Skills
Engineering Recruiting, Executive Recruiting, Tier 1 Automotive..., Recruiting, Team Building, Customer Service, College Recruiting, Applicant Tracking..., Event Planning, Sourcing, Leadership, Networking, Onboarding, Resume Writing, Training, Talent Acquisition, Executive Search, Engineering, Employee Relations, Technical Recruiting, Management, Temporary Placement, Program Management, Contract Negotiation, Process Improvement, Manufacturing, Lean Manufacturing, Purchasing, Interviews, Human Resources, Coaching, Vendor Management, Public Speaking, Leadership Development, Operations Management, Performance Management, Change Management, Budgets
Education
Tennessee Temple University
Master of Science, Educational Administration, 3.72
Texas A & M University
Transferred after 2 years, Nuclear Engineering
NAIFA 2010 - Present
Western & Southern Financial Group March 1997 - Present
Western Southern Financial Group March 1997 - Present
Skills
Disability Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Health Insurance, IRAs, Whole Life, Insurance, Critical Illness, Long Term Care Insurance, Universal Life, 401k
Education
Indiana University South Bend 1982 — 1983
Concord High 1975 — 1978
Oak Harbor United Methodist Church May 2010 - June 2010
Edgewood Manor Nursing Center June 2008 - June 2009
West Toledo Healthcare & Rehab Center March 2005 - June 2008
Western Southern Life Insurance December 2004 - March 2005
Providence Care Center July 1999 - August 2004
Western Southern Financial Group January 1999 - January 2004
Oak Grove Center January 1997 - January 1999
Challenger Motor Freight September 1995 - April 1996
Kelly Services May 1994 - July 1994
Education
Villanova University 2009 — 2010
Masters Certificate, Human Resources Management
Bowling Green State University 1989 — 1994
BSBA, Health Care Administration & Personnel Mgmt
2009
Bowling Green State University
Bachelor of Science, Business Administration
Villanova University
Masters Certificate, Human Resources Management
United Safety October 2014 - Present
United Safety February 2014 - Present
MRM Consulting July 2011 - February 2014
Global Rescue & Safety, LLC. July 2013 - September 2013
United Space Alliance, LLC August 2007 - October 2010
United Space Alliance, LLC March 2005 - August 2007
Western-Southern Financial Group June 2003 - January 2005
Meldisco December 2001 - June 2002
Skills
Aerospace, Ultrasonic Testing, Magnetic Particle..., Liquid Penetrant Testing, Eddy Current, Visual Inspection, NDT, Inspection, Process Improvement, Technical Writing, Testing, Earned Value Management, Project Management, Root Cause Analysis, Systems Engineering, Training, Quality Assurance, Six Sigma, Configuration Management, Software Documentation, Electronics, Engineering Management, Avionics, DoD, Confined Space Rescue, Rope Rescue, Engineering, ISO, Manufacturing, Supervisory Skills, Inventory Management, Quality Management, Integration, Quality Control, Project Planning, Risk Management, Continuous Improvement, Aircraft, Process Scheduler, MS Project, Program Management, First Aid, Cpr Certified, Lean Manufacturing, Materials Management, Process Engineering, Project Engineering, Proposal Writing, Microsoft Project
Education
University of Arkansas at Pine Bluff 1996 — 2002
Bachelor's Degree, Business
Birring NDE Center 2012 — 2012
UT, MT, PT, VT, ET Level I/II, Non-Destructive Testing
The Coca-Cola Company November 2014 - Present
Koch Business Solutions September 2011 - November 2014
Koch Business Solutions 2011 - July 2012
Giant Eagle October 2007 - February 2011
Professional Communications Messaging Service Inc July 2004 - October 2007
Western Southern Financial Group July 2003 - January 2004
Skills
HRIS, Recruiting, Onboarding, Human Resources, Employee Relations, Vendor Management, Employee Benefits, Call Centers, Management, Payroll, PeopleSoft, Sales, Budgets, Leadership, Applicant Tracking..., Change Management, Strategy, Microsoft Office, Process Improvement
Education
Penn State University 2003 — 2005
Masters, MBA
The Pennsylvania State University 1999 — 2003
Bachelor of Science, Finance
Western Southern Financial Group November 1997 - Present
Skills
Retirement Planning, Fixed Annuities, IRAs, Wealth Accumulation, Series 6, 401k Rollovers, Retirement, Series 63, Mutual Funds, 401k, Life Insurance, Roth IRA, Disability Insurance, College Savings Plans, Long-term Care, Financial Planners, Term Life Insurance, Variable Annuities, Long Term Care Insurance
Education
The American College 1998 — 2000
LUTCF, Insurance