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Northeast Wisconsin (NE.W.) Insurance Program Spring 2010 Resume Book Risk Management and Insurance Students

Northeast Wisconsin (NE.W.) Insurance Program Spring 2010 Resume Book Risk Management and Insurance Students Scott B Beyer, Ph.D., CFA Program Director/Insurance Professor & Associate
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Northeast Wisconsin (NE.W.) Insurance Program Spring 2010 Resume Book Risk Management and Insurance Students Scott B Beyer, Ph.D., CFA Program Director/Insurance Professor & Associate Professor of Finance University of Wisconsin Oshkosh (920) Page 1 of 18 4/12/2010 NEW Insurance Program Required courses (minor/emphasis) 7/3 Full-time faculty 2 Part-time staff 2 AACSB accredited Yes Total College of Business population 3,000 Total university population 14,000 Photo or Graphic Photo or Graphic More Information Scott Beyer, Ph.D., CFA Associate Professor of Finance E: P: (920) NEW Insurance Program To learn more, visit What s In It for Me? Gamma Iota Sigma 1. Coursework focuses on insurance and risk management 2. Coordinated interactions with insurance professionals 3. Preparation and support for certification (CPCU/IIA, CLU, CERA/FSA) PROGRAM PROFILE Photo or Graphic The NEW Insurance program develops students for careers in risk management and insurance professions. The program is guided by an Advisory Board of Insurance Executives, and provides annual scholarships and grants to attract future insurance leaders. The NEW Insurance program offers internships and a professional development program to prepare students for careers in the insurance industry. Insurance workshops Social events/golf outing Corporate visits Professional Events Resume Book NEW Insurance Program: Vision The NEW Insurance Program seeks to be the premier undergraduate insurance and risk management program in the state. Required Coursework The NEW Insurance Program strives to provide education of future industry leaders through industry involvement, innovative teaching, and studentcentered learning. BUS 337* Business Risk Mgmt & Insurance The NEW insurance program wishes to provide value via a strong relationship with regional firms and industry professionals. BUS 327 Principles of Risk Management BUS 437 Advanced Risk Management *Business 337 cannot count for both the finance major and the insurance emphasis. Benefits, Outcomes, Features of supporting the UW Oshkosh NE.W. Insurance Program Support Benefits Executive forum Executive education Professional development workshops Certification programs Professional development Scholarships Internships Gamm Iota Sigma Events Active Recruitment High school development programs High quality students Job shadowing Conferences Speakers Industry rapport and experience Talent Top faculty Relevant curriculum Faculty development Industry participation High quality instruction and curriculum Professionals in Residence CNN Night - Insurance Forum Insurance Research Insurance Web Site Information Golf outing Brewer Game Spring Symposium Fall Outing Fundraising/networking Permanent Address: N4828 Pine Rd Eden, WI Matthew S. Behnke (920) Current Address: 503 Amherst Ave Oshkosh, WI Education University of Wisconsin Oshkosh Oshkosh, WI Bachelor of Business Administration Graduation Date: May 2010 Majors: Accounting, Economics, and Finance Cumulative GPA: GPA: Relevant Experience Federal-Mogul Corporation Manitowoc, WI Cost Accounting Intern May 2008 August 2008 Mentored by Six Sigma Master Blackbelt on inventory management project Implement & manage Economic Order Quantity system in two manufacturing plants Wipfli LLP Appleton, WI Accounting/Tax Intern January 2009 April 2009 Prepare individual & commercial tax returns to meet deadlines and client expectations Compose individual tax projections to ensure proper tax planning for the client Alta Resources Corporation Neenah, WI Accounting/Finance Intern May 2009 Present Assist in accounts receivable & payable, invoicing, payroll, and month-end close activity Manage projects for dynamic MNC on the topics of acquisitions, tax law, and forecasting Campus Activities & Awards Student/Faculty Collaborative Research Grant Award (Summer 2009) o Research the relationship between small banks & regional economic change Academic Tutor (2008-Present) o Economics Department (2009-Present), Econ-Stats (2009), Finance (2008) National Beta Alpha Psi - UW-Oshkosh Accounting Club (2007-Present) o IMA Student Chapter President (2009) Economic Student Association Secretary/Corporate Recruiter (2008 Present) Student-Managed Endowment Fund Member (Summer 2009) o Manage the software sector of UW-Oshkosh s endowment funds Fed Challenge Representative (Fall 2009) o Prepare presentation to a Chicago Federal Reserve Bank board of economists Swim & Dive Team ( ) o Co-Captain (2007, 2008) & Peer-Voted Hardest Worker (2006, 2007) o Hands-on Leadership, Team/Culture Development, Project/Event Management, Motivation, and Persuasion of over 60 teammates and 7 other co-captains References available upon request JASMINE BREWER 1617 W NEW YORK AVE APARTMENT 6 OSHKOSH, WI (608) EDUCATION University of Wisconsin Oshkosh Oshkosh, WI Bachelor of Business Administration Graduation: May 2010 Bachelor of Arts Majors: Economics, Finance, and Spanish Cumulative GPA: 3.5/4.0 RELEVANT EXPERIENCE Intern May 2009 present Ameriprise Financial, Davenport, IA Assist in preparing necessary documents for Advisors meetings with clients Record and scan post-meeting documents Develop financial plans for clients according to given data Shadow Advisors in their meetings with clients Assist any other project seen fit by the Office Manager Assistant Manager September 2006 May 2009 Sodexo, Oshkosh, WI Supervise 40 employees including scheduling, disciplinary actions, and covering all aspects of training and safety Entrusted to handle opening and closing cash amounts of up to $1000 Responsible for all opening and closing procedures of campus stores Manage all orders through daily inventory to ensure all products are available Student Assistant Summer 2007 Sodexo, Chicago, IL Assisted with the opening of an account at the University of Illinois at Chicago Worked with the accounting, marketing and human resource departments; set up financial accounts for different campus locations, assisted with creating marketing strategies for several venues, and called new employees Lead a training session for 20 new employees and floor supervisors Contacted several vendors to negotiate prices and to set up accounts EMPLOYMENT HONORS & ACTIVITIES VOLUNTEER WORK Math Tutor October 2006 May 2007 UW-Oshkosh, Oshkosh, WI Tutored undergraduate students in Math Business Analysis 206, an applied calculus course Met with math professor to discuss which subjects should be covered for exams Omicron Delta Epsilon April 2009 present College Of Business Ambassador May 2007 present Vice President of UW-Oshkosh Economic Student Association Fall 2006 present Financial Planning Association (FPA) March 2009 March 2010 President of UW-Oshkosh Spanish Club Fall 2005 Spring 2009 Phillips Foundation Scholarship Recipient Volunteer at Hands on Oshkosh April 18, 2009 Volunteer at Taste of the Nations November 2005 May 2007 Odyssey Orientation Leader September 2006 and 2007 P a g e 1 JASMINE BREWER 1617 W NEW YORK AVE APARTMENT 6 OSHKOSH, WI (608) SKILLS GLOBAL EXPERIENCE Excellent time management skills established by carrying a full course load, working a part-time job, participating in numerous extracurricular activities, while maintaining a 3.5 GPA Conversational Spanish Efficient in Microsoft Suite Strong leadership skills, promoted to Assistant Manager within seven months of employment, President and Vice President of two campus organizations Panama Outreach January 5 January 16, 2009 Ola, Panamá Traveled to two indigenous villages to provide medical assistance to those in need Stayed in Ola for three days, adjusting to their way of life Translated for the nurses and other members of the group throughout the trip Instituto Cultural Oaxaca June 9 August 17, 2008 Oaxaca, México Completed three Spanish courses, of which were completely taught in Spanish Met daily with an intercambio to practice Spanish and teach English Experienced culture intensively by staying with a host family P a g e 2 Stacy Drews Permanent Address: Contact Information: 151 Judson Drive (920) Beaver Dam, WI Education Work Experience University of Wisconsin Oshkosh, Oshkosh, WI Bachelor of Business Administration Graduation: May 2011 Majors: Accounting and Economics Minor: Insurance and Financial Planning GPA: Richelieu Foods, Beaver Dam WI Line worker, June August 2009 Perform break relief which includes learning multiple machines and processes Work with a variety of people in fast pace environment Learn importance of food safety Financial Aid Office, UW Oshkosh Receptionist, September present Actively listen in order to fully understand and answer people s questions Connect people with those that can help them if I am not qualified to do so Greet and make those that walk into the office feel welcomed Complete small projects for the staff in the office McDonalds, Beaver Dam WI Crew member, June 2008-December 2008 Greet and display positive attitude towards customers Listen closely and make customers feel important while I take their order Mingle with customers while handing out samples Learn to work in a fast paced environment and with diverse people Center for Academic Resources, UW Oshkosh Tutor, January 2008-May 2008 Helped students study for class and better understand material Gave students confidence in their academic ability Shared with students skills for success in all classes Tutored two students twice a week for History 101 Honors/Activities University Deans List Fall 2007, Spring 2008, Fall 2008, Spring 2009, Fall 2009 Beta Gamma Sigma Selected as Economics Consultant for Student-Managed Fund course (Summer 2010) Accounting Club Freshman Academic Excellence Scholarship 2007 Valedictorian of Beaver Dam High School 2007 Garrett Gauthier Current Address: Permanent Address: 833 John Ave Sorenson Dr. Oshkosh, WI Green Bay, WI Education University of Wisconsin Oshkosh Oshkosh, WI Bachelor of Business Administration December 2011 Major: Finance and Accounting Emphasis: Insurance Course Experience Principles of Risk Management and Insurance, Investment Management, Intermediate Accounting I & II, Quantities Business Analysis, Essentials of Information Systems Work PDQ Carwash Green Bay/Appleton, WI September 11, present Experience Supervisor Supervise employees and manage how many employees are on the floor Entrusted with keys to the building and an alarm code for the alarm system Responsible for locking all doors at the end the day Reconcile cashier s till and make daily bank deposits Clean cars inside and out in a fast efficient manner UW Oshkosh Oshkosh, WI December Present Custodial Services Maintain the appearance of all campus buildings Help out with work orders when needed Leadership Kappa Sigma Fraternity Spring 2007-present Grand Procurator (Vice President) In charge of risk management, scholarship, judicial boards, and overseeing committees Grand Treasurer Spring 2008 Spring 2009 Generated Semester budgets and maintained the different account balances using Excel Fundraising Chair Fall 2007, Spring 2008, Spring 2009 Raised $1,360 to assist the fraternity financially with its operations Inter Fraternal Council Representative Fall 2007 Learned what was happening in the Greek system and reported back to the fraternity Inter Fraternal Council Spring 2009 VP of Administration Leadership Conferences attended o Grand Conclave Kappa Sigma Fraternity, San Antonio, TX, July 2009 o Officer Retreat Inter Fraternal Council, Green Lake, WI, January 2009 o Greek Leadership Academy Greek Life, Green Lake, WI, January 2008, 2009 o Leadership Conference Kappa Sigma Fraternity, Richmond, VA; July 2008 Community Service Volunteered at least 12 hours at the Salvation Army each semester, Spring 2007 Spring 2009 Volunteered at the Annual Friends of Cerebral Palsy of Mideast WI benefit for the Respite House; Spring 2007, 2008, 2009 Cassandra Marie Glynn 724 Scott Avenue - Oshkosh, Wisconsin Education University of Wisconsin Oshkosh Oshkosh, Wisconsin Major: Finance Minor: Insurance Anticipated Graduation Date: December 2010 University of Wisconsin Washington County West Bend, Wisconsin Business September 2007-May 2005 University of Wisconsin Milwaukee Milwaukee, Wisconsin Business September 2003-December 2004 Professional Experience Intern-Wisconsin Harley Davidson Oconomowoc, WI. February 2010 Present Responsible for new hires, training and employee documentation Review vendor correspondence and resolution of outstanding issues and filing documentation Enter all accounts payable and assist in the end of month accounting Review and enter all financial transactions Associate-Practical Strategies, Inc. - West Bend, WI. - May December 2008 Organized new employment files and trained team members at Practical Strategies Inc. Worked as a team to detail an event for a Washington DC charity that included multiple press releases, invitations, cost management and providing photos which were published in Washington Life Magazine Expanded and managed coalition groups throughout Wisconsin by improving involvement with informational material and outreach meetings Conceptualized fundraising events for Cedar Lakes Conservation Foundation, which involved collaborating with other charity organizations to execute successful events that were recognized by local media Cast Member-Walt Disney World Orlando, FL. August 2004 November 2004 Demonstrated leadership by contributing as a cast member at Walt Disney World, Florida Worked diversely in over 5 different positions while attending school 25 hours a week and completing online courses Related Experience Finance Presented financial statements, balance sheets and financial analysis for four group semester projects Handled petty cash reporting for Practical Strategies Inc. along with other business cost reporting Monthly cost reporting for Human Trafficking Coalition Federal Grant for five different organizations Computer Skills Created corporate identities for five companies that included logo design, business cards, brochures, web pages and promotional material using Adobe Creative Suite Built and updated databases with Microsoft Access and worked daily with all Microsoft Office Professional programs Communication Wrote, edited and designed cover story and over five other articles in the Cedar Lakes Conservation Foundations quarterly newsletter with over 300 subscribers Handled new employee training at both Practical-Strategies, Inc. and Walt Disney World Additional Activities Volunteer Cedar Lakes Conservation Foundation West Bend, WI.- September Present o Lead Organizer for Adopt-A-Tree for two consecutive years o Project Leader for Trail Hike 2008 o Attended and volunteered over 20 events Member Young Entrepreneur s Society University of Wisconsin Oshkosh September May 2009 Assistant Organizer Pre- Health Professionals of Oshkosh Walk Against Malaria Event University of Wisconsin Oshkosh 2008 & 2009 o Assisted Event Leader throughout the year in advertising, preparation, logo design and volunteered the day of the event Ryan Hopp 734 Vine Avenue Oshkosh, WI Education University of Wisconsin Oshkosh Oshkosh, WI Bachelor: Business Administration Major: Marketing Also focusing on Finance by taking multiple Finance courses GPA: Related Skills Strong communication skills demonstrated through fundraising Managerial skills demonstrated through employee supervision Selling demonstrated through Phonathon performance Work Experience Phonathon Oshkosh, WI September 2005 Current Over the phone fund raising/selling for UWO Foundation Recipient of the 2007 Phonathon Scholarship for top fundraiser MJ S Light Excavation Waupun, WI May 2004 September 2006 Lawn Care Supervisor/Manager Retaining wall construction Light excavation Schrank Clinic Waupun, WI January 2004 December 2007 Janitor Asplundh Tree Expert Company Summer 2007 Ground Worker Honors and Chancellor s Academic Excellent Scholarship- May 2005 Activities Participate in University Honors Program- September Current Marketing Club member- September Current Salvation Army Volunteer- November January 2007 References Scott Beyer Ph.D. CFA Assistant Professor of Finance (920) Dani Stolley University of Wisconsin Oshkosh Past Employer (920) Ashley Marie Iverson Current Address: Contact Info: 720 Woodland Avenue (920) Oshkosh, WI Education: University of Wisconsin-Oshkosh: Oshkosh, WI Bachelor of Business Administration-May 2011 Majors: Accounting & Finance Minor: Insurance GPA: Relevant Experience: Kimberly-Clark Corporation: Neenah, WI Tax Intern-Reports October 2009-Present State Federal Income and Franchise Tax Returns Corporation Withdrawal/Registration Various reporting and administrative projects Beta Alpha Psi-Accounting Club-Vice President: UWO-Oshkosh, WI August 2009-Present AxleTech International: Oshkosh, WI Finance/Accounting Intern November 2008-June 2009 Budgeted Financial Statement and Batch Auditing Filing/Mail Duties Budget Analysis School Specialty: Appleton, WI Education Essentials Accounting Intern July 2008-November 2008 Data Clean Up and Rebate Work Extensive work in Microsoft Excel and Access Order Entry-High Accuracy Level Marketing Club Vice-President of Finance: UWO-Oshkosh, WI January 2008-May 2008 Budgeted Club s Money Handled Club s Finances Evergreen Survey Research Project Sales Project Assistance Other Experience Don s Quality Market Seymour, WI Cashier/Customer Service February 2003 August 2008 Assist Customers Money Handling Assisted with training activities Honors and Activities Study Abroad Tour in Australia Dec Jan Beta Alpha Psi-Local Chapter Member Fall 2008-Present College of Business Ambassador-Fall 2009 Honors Program College of Business Liaison -Fall 2009 Marketing Club Member University Honors Program Member Spring 2007-Present University Dean s List Fall 2006 University Honor Roll Spring 2007, Fall 2007, Spring 2008 Skills and Interests Skilled in Microsoft Office programs, , and internet Honest, trustworthy, and flexible Excellent time management and organizational skills Outstanding conversational and group skills Interested in international affairs and travel Heather Kopecky Education University Wisconsin- Oshkosh, Oshkosh WI Finance Major Insurance & Financial Planning Minor Real Estate Emphasis Business Law Emphasis Anticipated graduation Date: May 2011 University Wisconsin-Fox Valley, Menasha WI Associates Degree N6583 CTY BB Hilbert WI, Professional Skills Profile Proficient in Microsoft: Word, Power Point, Excel, Access Quantitative Business Analysis Skills Basic Concept of Accounting- know the general accounting principles Basic understanding of Risk management and Insurance Sales Call experience Experienced phone operator Marketing Experience- promote new products Outstanding Customer Service Accomplishments The National Society of Leadership and Success o Presidential Member Macys Diamond Star Associate-2008 Macys Star Academy Recipient 2009 ( Associate of the Year) Macys Perfect Attendance Award-2007 & 2008 Promotion within the first 60 days of being employed Professional Experience Dooney and Bourke Specialist Macys, Appleton WI June 2007-Present Responsibilities Motivated Team Leader provide my team with knowledge about our products and strengthen their customer service skills Train new Employee s Market new products- promote new products in a way to excite the customers Exceed monthly goals- surpass monthly goals in sales per hour & average sales Astonishing Clientele System develop a relationship with customers so they trust me and believe in the products I sell References: Available upon Request Stephanie Rasmussen 495 Pearl Avenue Apartment 208 Oshkosh, WI (608) Education Experience Activities Skills University of Wisconsin Oshkosh Oshkosh, Wisconsin Bachelor of Business Administration December 2010 Major: Finance Minor: Insurance and Financial Planning Melli Law, S.C., Madison, Wisconsin Office Assistant June 2005-present Created database system for cases Aid in accounti
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