I graduated from UWW in 1983 with a BBA in Finance. I worked in the financial services industry for 35 years with Northwestern Mutual. My career evolved from establishing a clientele to being promoted to home office positions. I led the national recruiting area for the company and then became Vice President of Field Training and Development. From there I became Regional Vice President and oversaw the Southern Region region with 25 offices and approximately 5,000 people.
I led a 4 hour workshop in Texas at their annual meeting. Approximately 25 companies from the financial services industry were present. The session focused on talent aquistion for the industry. Some international companies were also present. <br><br>
Talent Acquisition workshop -Leadership Development
I was hired to write technical materiel for CE and orientation for the financial services industry. The work has various stages and will be intermittent.
The American College
I was asked to contribute to the redesign of a CFP course HS311 Insurance. they asked me to write scenarios for practical application. They also asked for course design input along with the creation of testable concepts. I worked in coordination of their subject matter experts and instructional designers.
NASA Space Center - Houston
I was asked by GAMA based in Washington DC to facilitate and design an industry think tank for approximately 40 financial service companies. This was a face to face meeting held at NASA Space Center in Houston. Theses were top tier leaders from these companies responsible for growing and developing their organizations.
GAMA & AIA based in Hong Kong
I was asked by GAMA based in Washington DC to lead a development session for leaders in AIA (the worlds largest life insurance company based in Hong Kong). They have a leadership center they own in Bangkok and they use it to train and develop their leaders from multiple south Asia countries. I spent a week with them at their leadership center. My session lasted for two days and 14 countries well in attendance. (China, Thailand, Egypt, Philippines, Malaysia, Hong Kong, Vietnam to name a few of the countries.
GAMA & The American College
I was asked to be a subject matter expert and contributor to the Global Leadership Management Program. Offered by GAMA worldwide to the financial services industry.