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 am leading a 12 month leadership development session with Bankers Assurance based in Beirut, Lebanon. I am working with approximately 14 leaders to develop and refine their leadership skills to be utilized in the financial services industry. We have monthly meetings and assignments. I also review and provide feedback on the skills they are attempting to develop. <br><br>GAMA GLOBAL based out of Washington DC is their key contact and they contract with me for the engagement.
FINSECA, GAMA & Southern Farm Bureau
Jackson, Mississippi
I was asked by FINSECA and Southern FARM Bureau to conduct a leadership development session for a group of leaders at their headquarters for one week.
GAMA & FINSECA
Caesars Palace, Las Vegas
I was asked by FINSECA and GAMA to serve as a subject matter expert to conduct a leadership development session for 60 participant from the US and multiple international countries.
Northwestern Mutual
Some in person and some via phone
Based on my numerous years of previous experience in senior leadership roles at Northwestern Mutual, I am asked frequently to coach leaders in the area of leadership development. I retired from Northwestern Mutual after 35 years but remain active and current in the industry through various organizations like FINSECA based in Washington DC and GAMA Global. <br><br>This business is conducted through my LLC MG-INSIGHTS. This work keeps me current and relevant in the class room for the courses I teach related to finance and the industry.
FINSECA & Transamerica
Virtual
I worked with Transamerica and FINSECA to deliver content related to leadership development as a subject matter expert.
GAMA LAMP GLOBAL
Virtual - World Wide
I was asked as a subject matter expert by GAMA Global based in Washington DC to prepare and deliver a one hour virtual presentation on leadership development. The audience is international.
FINSECA - Washington DC
Virtual
I delivered two 3 hour workshops as a subject matter expert in the financial services industry. Multiple companies attend.
FINSECA
The session was virtual and nationwide
I led to 3 hour workshops (both on the same day) focused on leadership development for companies in the financial services industry.
FINSECA
Washington, DC
Talent Acquisition workshop -Leadership Development
FINSECA
Washington DC
I was hired as a subject matter expert to write technical materiel for CE and orientation for the financial services industry. The work has various stages and will be intermittent.
FINSECA/ LAMP meeting
Washington, DC
I led a 4 hour workshop in Texas at their annual meeting. Several thousand individuals from financial service company's attend. Approximately 25 companies from the financial services industry were present at my session including some international companies. The session focused on talent acquisition for the industry. Some international companies were also present.
The American College
Pennsylvania
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.
GAMA/AALU
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
Bangkok, Thailand
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
Virtual
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.
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