Western Southern Life
Headquarters: Cincinnati, OH Founded: 1888 Parent organization: Western & Southern Financial Group Subsidiaries: Western-Southern Life Assurance Company, IFS Financial Services Inc.
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Western Southern Life Employees
Schwan's February 2013 - Present
Liberty Tax Service 2011 - 2013
InfoCision Management Corporation December 2011 - November 2012
Best Buy Store August 2009 - April 2010
Grass Master Inc March 2008 - August 2008
Tropicana March 2006 - September 2007
S & S Car Care Inc August 2002 - January 2005
Kraft Pizza Company January 1997 - January 2002
Free Press Newspaper January 1995 - January 1997
Western - Southern Life January 1991 - January 1993
Skills
Sales Management, Sales Operations, Sales, Customer Service, Retail, Trade Shows, Product Development, B2B, Marketing, Marketing Strategy, Lead Generation, New Business Development, Recruiting, Team Building, Microsoft Excel, Public Speaking, Microsoft Office, PowerPoint, Project Management, Marketing Communications, Call Centers, Salesforce.com, Direct Sales, Training, Leadership, Account Management
Education
Malone College 1996 — 1998
Bachelor's Degree of Arts, Business Management
Stark State College 1991 — 1995
Associates Degree, Applied Science of Sales and Marketing
American Modern Insurance Group March 2015 - Present
T&R Properties and Services, LLC January 2011 - Present
Anthem, Inc. August 2014 - March 2015
U.S. Bank December 2013 - July 2014
Western Southern Life April 2013 - December 2013
Humana July 2005 - April 2012
Primerica Financial Services November 2004 - July 2005
Citibank February 2004 - November 2004
Skills
Insurance, Business Analysis, Property, Health Insurance, Commercial Insurance, General Insurance, Analysis, Life Insurance, Claim, Business Process, Term Life Insurance, Disability Insurance, Call Centers, New Business Development, Sales, Team Leadership, Account Management, Microsoft Excel, Microsoft Office, Leadership, Customer Service, Process Improvement, Recruiting, Program Management, Training, Customer Satisfaction, Access, Marketing, Team Building
Education
Indiana Wesleyan University 2010 — 2012
Master Business Administration, Applied Management, 3.54
Wilberforce University 1999 — 2010
bachelor of science, computer information system
LogistiCare 2014 - Present
Prestera Center for Mental Health Services, Inc. February 2012 - September 2013
AT&T June 2006 - December 2010
Western Southern life March 2005 - June 2006
GC Services LLP January 1998 - January 2005
Skills
Project Management, Leadership, Business Process..., Management, Customer Retention, Team Building, Forecasting, Analysis, Six Sigma, Process Improvement, Budgets, Customer Satisfaction, Strategic Planning, Training, Policy, Research, Government, Program Management, Troubleshooting, Access, Human Resources, Call Centers, Customer Service, Employee Training, Project Planning, Coaching, Team Leadership, Performance Management, Outlook, Customer Experience
Education
Marshall University 2010 — 2012
MBA, Management
Marshall University 2008 — 2010
BA, Business management
LanguageLine Solutions September 2013 - Present
Payless ShoeSource August 2011 - August 2013
Payless ShoeSource June 2010 - August 2011
Domino Lounge October 2003 - May 2010
Western-Southern Life January 2002 - September 2003
Skills
Project Management, COBIT, IT Audit, Microsoft Dynamics, WordPress, PeopleSoft, Microsoft Office, Technical Training, Property & Casualty..., Health Insurance, Life Insurance, Customer Satisfaction, Data Analysis, Strategic Planning, Microsoft Word
Education
DePaul University 2012 — 2013
Master's of Information Systems, Project Management
University of Illinois at Chicago 2008 — 2011
Bachelor's Degree, Finance and Management
College of DuPage 2005 — 2007
Associate Degree, Liberal Arts
University of Warsaw 1984 — 1988
Bachelor of Law, Civic Law
EmCare March 2010 - Present
EmCare May 2005 - March 2010
Physician Resources, PSC May 1994 - January 2000
Western-Southern Life December 1991 - April 1993
Skills
Team Building, Customer Service, Strategic Planning, Public Speaking, Budgets, Emergency Medicine, Leadership, Research, Negotiation, Mentoring, Medical Education, Communication, Compliance, Key Account Management, Key Performance..., Contract Negotiation, Quality Assurance, Hospitals, EMR, Healthcare, Physician Relations, Healthcare Management, Physicians, Medicine, Managed Care, Healthcare Information..., Healthcare Consulting
Education
Vanderbilt University - Owen Graduate School of Management 1997 — 1999
Master of Business Administration (MBA)
University of Kentucky 1983 — 1985
Emergency Medicine Residency
Lansing General Hospital 1982 — 1983
Internship
West Virginia School of Osteopathic Medicine 1978 — 1982
DO
Concord College (now Concord University) 1975 — 1978
Bachelor's degree, Biology Major
Western & Southern Life May 2013 - Present
Western & Southern Financial Group July 2011 - May 2013
Western Southern Life December 2008 - July 2011
Education
American College 2013 — 2014
CLU Chartered Life Underwrting, CLU
University of Phoenix 2002 — 2005
Master's Degree, Organizational Leadership
Norandex Building Materials May 2012 - Present
Fastenal Industrial Distribution January 2008 - September 2009
ICI Paints-Glidden September 2005 - January 2008
Southeast Automotive Technologies July 2000 - September 2005
Western Southern Life 1997 - 1999
Skills
Sales Management, Sales Presentations, Sales, Sales Operations, Account Management, Cold Calling, Building Materials, New Business Development, Forecasting, Budgets, Pricing, Team Building, B2B, Contract Negotiation, Management
Education
University of Phoenix 2003 — 2005
Master, Business Administration
University of New Orleans 1991 — 1994
Bachelor of Science Degree, Business Administration
Valic Financial Advisors April 2005 - Present
BNI Greater Livonia 2011 - 2011
Auto Club Financial Advisors 2004 - 2005
RWS Financial Group June 1993 - April 2004
Western Southern Life 1986 - 1995
Skills
401k, Fixed Annuities, Retirement, Retirement Planning, IRAs, Insurance, Estate Planning, Series 7, Series 63, Investments, Financial Services, Life Insurance, Pensions, Long-term Care, Financial Goals, Financial Advisory, Wealth Management
Education
Davenport University 1987 — 1991
Bachelor, Business
Henry Ford Community College 1983 — 1987
Associate, Liberal Arts, Science
United States Navy 1978 — 1982
Electrician
St. Alphonsus High School 1974 — 1978
Our Lady Gate of Heaven 1967 — 1974
Landstar March 2014 - Present
Panther Expedited Services July 2010 - March 2014
Masco Retail Cabinet Group March 1998 - May 2009
Corner Cake Shop January 2001 - September 2005
Western Southern Life May 1984 - October 1992
Create-A-Cake June 1977 - May 1985
Skills
Data Entry, Inventory Control, Time Management, Management, Leadership, Customer Service, Shipping, Manufacturing, Distribution Center..., Journal Entries, 3PL, Freight, Logistics, Trucking, Warehousing
Education
University of Phoenix 2012 — 2013
Associate's Degree, Medical Records
Ashford University 2009 — 2011
Bachelor's, Health Care Administration
University of Rio Grande 1993 — 1996
Associate's, Business Management
Lingley Farms January 1980 - Present
Western-Southern Life January 2002 - December 2013
Skills
Fixed Annuities, Roth IRA, Variable Annuities, Term Life Insurance, Financial Planners, Wealth Accumulation, Series 6, Retirement, IRAs, Retirement Planning, Long-term Care, Universal Life, Critical Illness, Indexed Annuities, Disability Insurance, Key Person Insurance, Whole Life, 401k, Buy-sell Agreements, 401k Rollovers, Licensed Life Insurance..., Long Term Care Insurance, Small Business
Education
Danville Area Community College 1999 — 2001
Associates Degree, Main Frame Computer Programing
Wellington High School 1972 — 1976
AXA US October 2014 - Present
AXA Equitable October 2012 - Present
AXA Advisors, LLC March 2010 - December 2012
ING Financial Advisers November 2008 - March 2010
AXA Advisors, LLC April 2001 - November 2008
Western Southern Life 2000 - 2001
Skills
Series 7, Fixed Annuities, Insurance, Investment Advisory, Mutual Funds, Strategic Financial..., Securities, Retirement Planning, New Business Development, Strategic Partnerships, Business Strategy, Life Insurance, FINRA, Investments, Wealth Management, Finance, Financial Services, Management, Retirement, Series 63
Education
East Carolina University 1994 — 1999
Educational Concepts Unlimited, Inc July 1999 - Present
Rotary District 6510 July 2012 - June 2013
Western-Southern Life September 1994 - February 1998
Monumental Life Insurance July 1992 - August 1994
Commonwealth Life and Accident Insurance May 1971 - June 1992
Skills
Pensions, Ethics, Insurance, Public Speaking, Long Term Care, Charitable Gift..., Life Insurance, Leadership, Long-term Care, Training, Fixed Annuities, Strategic Planning, Disability Insurance, Resorts, Sales Management, Management Consulting, Sales, Strategic Financial..., Team Building, Business Planning, Term Life Insurance, Commercial Insurance, Executive Coaching, Health Insurance, Long Term Care Insurance, Leadership Development, Coaching, Employee Benefits, Management, Retirement, 401k, Employee Training, Retirement Planning, Succession Planning, Workers Compensation, Organizational..., Benefits Administration, Needs Analysis, Recruiting, Employee Relations, Training Delivery, Organizational..., Workshop Facilitation, Performance Management, Employee Engagement, Personal Development, Conflict Resolution, Human Resources, Staff Development, Customer Retention
Education
Southern Illinois University, Edwardsville 1985 — 1990
BS, Marketing
Kaskaskia College 1967 — 1971
Associate of Science (A.S.), General
Messina Management Systems April 2011 - Present
Self August 2009 - August 2010
Western Southern Life September 2008 - August 2009
Western & Southern Financial Group 2008 - August 2009
Skills
Microsoft Excel, Investments, Temporary Placement, Insurance, Team Building, Employee Relations, Coaching, Customer Service, New Business Development, Sales, Recruiting, Account Management, Small Business, Leadership, Strategic Financial...
Education
University of Cincinnati 2004 — 2008
B.A., Philosophy/Liberal Arts
1st Source Bank June 2015 - Present
ManpowerGroup February 2014 - June 2015
Transamerica Financial Solutions February 2013 - June 2015
Western-Southern Life January 2000 - November 2013
Skills
Leadership, Customer Service, Sales, Team Building, Management, Recruiting, Strategic Planning, Marketing, Training, Account Management
Education
Indiana University South Bend 2014 — 2017
Pursuing Bachelor's Degree, Finance, 3.8 GPA
Southwestern Assemblies of God University 1998 — 1999
Bachelor's degree, Business Management, 3.8 GPA
Terra Community College 1996 — 1997
Associate's degree, Business Management, 3.8 GPA
Gordon Marketing March 2009 - Present
Gordon Marketing February 1988 - Present
Western-Southern Life February 1990 - March 2009
Skills
Term Life Insurance, Disability Insurance, Health Insurance, Life Insurance, Financial Planning, Medicare Part D, Medicare Advantage, Medicare Supplements, Dental Care, Critical Illness, IRAs, Roth IRA, Annuity Sales, Whole Life, Variable Life, Indexed Annuities, Sales Management, Team Building, Health Savings Accounts, Account Management, Cold Calling, Leadership, New Business Development
Education
Community College of Allegheny County 1984 — 1990
Assoc., English, Arts, Photography and design
Cleveland Heights High School 1975 — 1977
Life of Virginia 1985 - 1988
William M, Mercer August 1975 - August 1985
Western-Southern Life September 1971 - August 1975
Skills
Retirement Plan Design, Pension Plan Actuarial..., Retiree Medical..., Actuarial Analysis, Financial Modeling, Nonqualified Executive..., Financial Accounting, Strategic Planning, Marketing, Financial Analysis, Financial Reporting, Accounting, Auditing, Budgets, Microsoft Excel, Self insured LTD plans
Education
Virginia Commonwealth University 1995 — 1998
Master of Business Administration (MBA), Marketing, A
Georgia State University 1967 — 1969
BBA - Actuarial Science, Actuarial Science
Western Southern Life November 2012 - Present
The Churches of Christ in Christian Union 2011 - March 2013
Faith Chapel CCCU 2011 - 2013
FedEx Ground 2009 - 2012
Skills
Retirement Planning, Insurance, Finance, Leadership, Customer Service, Public Speaking, Team Building, Fixed Annuities, Leadership Development, Life Insurance, Microsoft Excel, Microsoft Office, Coaching, Employee Benefits, Financial Analysis, Long-term Care, Disability Insurance, Term Life Insurance, Strategic Financial..., Long Term Care Insurance, Community Outreach, Budgets, Business Planning, Strategic Planning, Small Business, Nonprofits, Payroll, Financial Planners, Wealth, Whole Life, Health Insurance, Retirement, 401k, IRAs, Series 6, Mutual Funds, Securities, Accident, Variable Life, Universal Life, Variable Annuities, Investments, Estate Planning, Financial Planning
Education
Liberty University 2012 — 2015
Master of Business Administration (M.B.A.), Leadership, 3.8
Wesley Biblical Seminary 2011 — 2012
Master of Divinity (M.Div.), Pastoral Studies/Counseling, 3.6
Ohio Christian University 2006 — 2011
Bachelor of Arts (B.A.), Christian Studies, 3.45
Western & Southern Life October 1994 - Present
Western Southern Life February 2003 - August 2003
Western & Southern Life December 1996 - February 2003
Education
Campbell University 1985 — 1989
Bachelor of Business Administration (BBA), Business Administration and Management, General
Health Care Service Corporation September 2012 - Present
Florida Blue December 2007 - August 2012
Florida Blue August 2007 - December 2007
Florida Blue September 2003 - July 2007
Ernst & Young 1991 - 2003
Towers Perrin 1990 - 1991
William M. Mercer 1987 - 1990
Western Southern Life 1983 - 1987
Skills
Managed Care, Medicare, Health Insurance, Healthcare, Provider Relations, HMO, HIPAA, Healthcare Industry, Healthcare Consulting, Process Improvement, Insurance, Healthcare Management, Healthcare Information..., Medicaid, Strategic Planning, Health Policy, Network Development, Employee Benefits, Disease Management, Leadership, Actuarial Science, Analytics, Risk Management
Education
Northern Kentucky University 1980 — 1983
Bachelor of Science, Math and Computer Science
Catholic Health Partners October 2003 - Present
ciber 1998 - 2002
AutoZone 1995 - 1998
Western-Southern Life 1992 - 1995
NuTone, Inc 1971 - 1992
Skills
Forecasting, EMR, Healthcare Information..., Training, Project Management, Healthcare Management, Hospitals, Management, Microsoft Office, Process Improvement, Recruiting, Informatics, Healthcare, Customer Service, Strategic Planning, Project Planning
Education
Elder 1966 — 1970
Mount St. Joseph University
Western Southern Life January 2008 - Present
Monster April 2007 - December 2007
Education
The American College 2013 — 2014
Chartered Advisor for Senior Living, Financial Services
The American College 2009 — 2012
Chartered Financial Consultant, Financial Services
Notre Dame College 2002 — 2007
Communications, English, Psychology, Writing
Epsilon September 2015 - Present
Avanade, Inc October 2005 - August 2015
CSC October 1996 - October 2005
Mercantile Stores December 1990 - October 1996
EDS August 1988 - November 1990
Western-Southern Life February 1985 - August 1988
Skills
Program Management, IT Strategy, Management, Project Governance, Solution Architecture, Software Project..., SDLC, Project Portfolio..., Budgets, Business Analysis, Business Process, ERP, Integration, PMP, Project Management, Outsourcing
Education
University of Cincinnati College of Business 1980 — 1984
BBA, Accounting/Information Systems - double major
OLL
Time Warner Cable August 2013 - Present
Time Warner Cable March 2009 - August 2013
Proudfoot Consulting April 2008 - November 2008
Western Southern Life 2000 - 2007
Jeld Wen 2000 - 2000
Wenco Windows 2000 - 2000
Skills
Account Management, Call Centers, Change Management, Customer Retention, Customer Satisfaction, Customer Service, Management, Operations Management, Process Improvement, Sales, Team Building, Telecommunications, Training
Education
Muskingum College 1996 — 2000
B.A., Business and Economics
Western & Southern Financial Group March 1994 - Present
Western-Southern Life 1994 - Present
Western & Southern Financial Group 1994 - 2012
Education
Cleveland State University 1986 — 1989
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
Yang Investments December 2010 - Present
Edward Jones July 2009 - May 2010
AFFORDABLE INSURANCE August 2007 - January 2009
WESTERN SOUTHERN LIFE January 2007 - July 2007
HARVARD UNIVERSITY June 2002 - April 2005
NEON Communications January 2000 - July 2000
Verizon July 1998 - December 1999
Verizon September 1995 - June 1998
Skills
Strategic Financial..., Investments, Insurance
Education
Bryant University 2008 — 2008
Worcester Polytechnic Institute 1990 — 1995
BS
Whelan Security May 2011 - Present
Securitas Security Services USA, Inc. July 2003 - December 2010
SECURITAS SECURITY SERVICES USA January 2001 - July 2003
SECURITAS SECURITY SERVICES USA January 1999 - January 2001
WESTERN SOUTHERN LIFE January 1995 - January 1999
Skills
Physical Security, Security Management, Corporate Security, Access Control, CRM, CCTV, Recruiting, Surveillance, Security Training, Security, Sales Management, Leadership, Sales Process, Risk Assessment, Security Audits, Sales, Team Building, Private Investigations, Security Operations, Security+, Crisis Management, Strategy, Training, Risk Management, Operations Management, Business Development, Management, B2B, IP Cameras, Alarm Systems, Security Awareness, Business Continuity, Protection, Video over IP, Video Analytics, Biometrics, Background Checks, Homeland Security, Loss Prevention, Investigation, Intrusion Detection, Coaching, Change Management, Vulnerability Assessment, Executive Protection, Counterterrorism, Firearms, Emergency Management, Public Safety, Tactics
Education
Southeastern Louisiana University
Computer Science
RWI Logistics, LLC December 2014 - July 2015
Western Southern Life September 2013 - August 2014
MassMutual Financial Group November 2012 - April 2013
FRITO-LAY, INC January 2000 - October 2010
Frito Lay 1992 - 2000
UNION CENTRAL LIFE INSURANCE COMPANY January 1991 - January 1992
Ameristop Food Mart, Inc. 1987 - 1990
Ameristop Food Mart, Inc. January 1980 - January 1987
Skills
Contract Negotiation, Sales, Retail, Leadership, Merchandising, Program Management, Sales Operations, Sales Management, Account Management, Key Account Management, Cross-functional Team..., Pricing, Sales Process, Marketing Strategy, Marketing, Cold Calling, Competitive Analysis, Sales Presentations
Education
Ashland University 1984 — 1987
B.S, Business Administration, Marketing
Ashland University 1984 — 1987
B.S, English, Creative Writing
Elder High School 1979 — 1982
diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Western Southern Life 1965 - 2007
Skills
Public Speaking, Budget, Strategic Planning, Event Planning, Research, Public Relations, Event Management
Education
Thomas More College 1967 — 1971
Bachelor of Arts (B.A.), Marketing/Marketing Management, General
Western Southern Life January 2014 - Present
Western & Southern Financial Group October 2006 - December 2013
Western & Southern Financial Group October 2002 - September 2006
Western & Southern Financial Group October 1998 - September 2002
Western & Southern Financial Group August 1998 - September 1998
Education
Mount Vernon Nazarene University
BS, Business Administration
Securities America, Inc. Member FINRA/SIPC September 2012 - Present
InterWest Realty August 2011 - August 2012
InSell Communication, LLC April 2011 - November 2011
Nationwide Financial May 2006 - April 2011
InSell Communications October 2003 - April 2006
Transamerica October 2000 - September 2003
Western-Southern Life September 1995 - October 2000
Landmark Financial Services / Davenport Financial Group May 1985 - June 1995
Education
Oklahoma State University 1978 — 1983
Bachelor of Science Business Administration, Finance
Magna Powertrain January 2015 - Present
Saran industries October 2014 - Present
Speedway LLC March 2011 - Present
Honda Manufacturing of Indiana September 2008 - May 2011
US Army Reserve July 2009 - November 2010
Chrysler Corp May 1999 - May 2008
Detroit Steel Products January 1993 - January 1999
Western Southern Life January 1991 - January 1993
Skills
POS, Business Planning, Marketing Strategy, Communication, Community Outreach, Store Management, Loss Prevention, Retail, Inventory Management, P&L, Customer Service, Vendor Relationships, Team Leadership, Team Building, Team Management, scheduling, Customer Satisfaction, Employee Relations, Employee Training, Leadership, Marketing, Sales, Social Media, Teamwork, Time Management, Training, Customer Retention, Income Statement, Process Scheduler
Education
State of Indiana / Dept
Serve safe certified, Serv Safe certified
Ivy Tech Community College
Echo-Norvell Hearing Aid Centers 1997 - Present
Western-Southern Life 1995 - 1996
Skills
Strategic Planning, Team Building, Customer Service, Operations Management, Coaching, Healthcare, Budget, Public Speaking, Process Improvement, Wellness
Education
Mount Union College 1990 — 1994
Maysville High School
Corine's Cafe February 2013 - Present
Advance Auto Parts July 1999 - March 2002
Western Southern Life 1988 - 1990
Skills
Microsoft Office,...
Education
Rasmussen College-Minnesota 2011 — 2013
Associate of Arts and Sciences (AAS), Business Management / Human Resource, 3.66
Mooresville Senior High 1975 — 1976
Western Southern Life January 2009 - Present
Western & Southern Financial Group April 1968 - January 2009
Education
University of Cincinnati 1964 — 1968
Bachelor of Science, Economics
Kimball Hospitality March 2013 - Present
Century 21 Towne and Country Realty January 2012 - May 2013
Western Southern Life August 2012 - March 2013
Jasper Inn and Convention Center 2007 - 2012
Skills
Customer Service, Sales Management, Sales
Education
Indiana State University 1998 — 2004
Bachelor's degree, Sales and Marketing
Jasper High School 1994 — 1998
WV State Tax Department November 2014 - Present
West Virginia Lottery January 2009 - November 2014
State of Ohio November 2007 - November 2008
City of Gallipolis May 2005 - November 2007
Jackson Hewitt Tax Services December 2002 - April 2005
Western Southern Life February 1998 - December 2002
Skills
Accounting, Account Reconciliation, Tax, Auditing, Accounts Payable, Financial Reporting, Budgets, General Ledger, Financial Statements, Financial Accounting, Internal Controls
Education
Univeristy of Rio Grande
Bachelor's Degree, Accounting
University of Charleston
Master’s Degree, Forensic Accounting
Western & Southern Financial Group August 2014 - Present
LocalEdge July 2008 - September 2013
LocalEdge 2008 - 2013
Western Southern Life December 2007 - July 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, HTML, Strategic Planning, Budgets, Life Insurance, Health Insurance
Education
Penn State University 1972 — 1979
Bachelor's degree, Business Administration and Management, General
Delaware Co. Job & Family Services February 2004 - Present
Delaware Co. Job & Family Services June 2000 - February 2004
Delaware Co. Job & Family Services March 1992 - June 2000
Delaware Co Job & Family Services October 1988 - March 1992
Western Southern Life 1985 - October 1988
Western Southern Life 1972 - 1979
Skills
Project Management, Strategic Planning, Process Improvement, Community Outreach, Leadership, Teamwork, Access, Account Reconciliation, Accounting, Administration, Administrative..., Auditing, Communication, Data Entry, Nonprofits, Troubleshooting, Time Management, Quality Assurance, Program Management
Education
Marion Technical College
Associate of Applied Business, Business Management Technology
Northridge High School 1969 — 1972