Rachel Gilmore

Des Moines, IA

Financial Services

Edelman Financial Services
Client Service Associate Wilon Wealth Management Sep 2013 - Nov 2016
Associate Wealth Advisor Altenergy Advisors Jul 2011 - Aug 2013
Project Coordinator Envision Motor Company Oct 2009 - Jun 2011
Executive Assistant To the Chief Financial Officer

Drake University 2013 - 2016
Master of Business Administration, Masters Iowa State University 2009 - 2012
Bachelors, Bachelor of Science, Finance

Financial Analysis, Communication, Research, Data Analysis, Leadership, Strategic Planning, Project Management, Client Development, Retirement Planning, Public Speaking, Quickbooks, Microsoft Excel, Customer Service, Marketing, International Business, Information Technology, Series 66, Series 7

Series 7
Series 66
Financial Industry Regulatory Authority (Finra)

179 west Broad St, Telford, PA 18969

Banking

Ridge Tool Company since Jan 2011
Marketing Communications Manager EMH Regional Medical Center - Avon, OH since 2007
Fitness Instructor Urban Active Sport Therapy Clinic - Westlake, OH May 2008 - Dec 2012
Fitness Instructor Hyland Software Jun 2008 - Jan 2011
Marketing KeyBank Jan 2008 - May 2008
Marketing Program Manager Key Bank 2003 - 2007
Marketing Project Manager KeyBank Feb 2003 - 2004
Marketing Specialist Tapper, Inc Sep 2001 - Jan 2003
Assistant Marketing Manager Inflatable Images 2000 - 2001
Airtights

Baldwin-Wallace College 2004 - 2006
MBA, Business Ohio University 1996 - 2000
Bachelor of Business Administration, Marketing and International Business Padua Franciscan HS 1992 - 1996
College Prep, College Prep

Marketing Strategy, Marketing, Marketing Communications, Advertising, Product Marketing, Management, Account Management, B2B, Social Media Marketing, Seo, Direct Mail, Email Marketing, Direct Marketing, Strategic Planning, Sales, Ppc, Social Media, Lead Generation, Program Management, Digital Marketing, Competitive Analysis, Market Research, Product Management, Online Marketing, Market Planning, Business To Business, Campaign Management, Search Engine Optimization

Aerobics & Fitness Association of America (Afaa)
Johnny G Spinning Certification
Les Mills Bodypump
Insanity!
Les Mills Bodystep

4115 Johnson Dairy Rd, Palm Beach Gardens, FL 33410

Financial Services

Ballentine Partners, Llc
Executive Administrative Assistant Banyan Partners Dec 2014 - May 2015
Client Service Associate Genspring Family Offices Jan 2013 - Dec 2014
Family Services Coordinator Genspring Family Offices Jan 2008 - Dec 2012
Administrative Assistant Gunster Apr 2005 - Apr 2007
Administrative Assistant Law Offices of Gary, Williams, Finney, Lewis, Watson & Sperando, P.l. Dec 2001 - Nov 2004
Legal Assistant

Cornell University - T. Colin Campbell Foundation 2012 - 2012
Palm Beach State College

Travel Management, Expense Reports, Executive Calendar Management, Executive Administrative Assistance, Front Office Support, Project Coordination, Meeting Planning, Event Management, Certified Administrative Professional, Cross Departmental Communication, Family Office

Plant-Based Nutrition
Yoga Siromani - Minister of Yoga
Certified Administrative Professional (Cap)
Notary Public Commission
Event & Meeting Management Fundamentals

2239 Chapel Valley Ln, Lutherville Timonium, MD 21093

Insurance

Fidelity & Guaranty Life
It Data Analysis and Integration Manager Fidelity & Guaranty Life Mar 2013 - Apr 2015
Relationship Manager, Operations Fidelity & Guaranty Life Mar 2013 - Apr 2015
It Integration Manager at Fidelity and Guaranty Life Fidelity & Guaranty Life Jul 2007 - Mar 2013
Assistant Vice President Applications and Business Systems Nationwide Financial Network 2004 - 2007
Director, Applications Providentmutual Life Insurance Company 2002 - 2004
Manager, Applications Provident Mutual 1998 - 2002
Project Manager Bank of America Sep 1996 - May 1998
Project Manager Independence Blue Cross 1978 - 1996
It Team Leader

Strayer University 2006 - 2011
Master of Science, Masters, Information Systems Eastern University 1995 - 1996
Bachelors, Bachelor of Arts, Organizational Management Strayer University;Ms Is, Information Systems;2006 – 2011;
Master of Science, Masters, Information Systems

Sdlc, Insurance, Leadership, Process Improvement, Requirements Gathering, Business Analysis, Risk Management, Financial Services, Business Process Improvement, Visio, Vendor Management, Strategic Financial Planning, Team Leadership, Budgets, Change Management, Financial Planning

14730 Via Sorrento Dr, Charlotte, NC 28277

Professional Training & Coaching

The Soul of Charlotte
Actor Model Earth and Soul Adventures
Freedom Coach Lake Wylie Pet Resort Mar 2006 - May 2014
Owner Rachel Gilmore Mar 2006 - May 2014
Success Coach, Author, Transformational Speaker, Holistic Health Coach, Entrepreneur

Bethel Christian School 1997
South Side High School 1997
National Academy of Sports Medicine

Wellness Coaching, Wellness, Fitness, Personal Training, Coaching, Lifestyle, Nutrition, Weight Training, Public Speaking, Training, Holistic Health, Fitness Training, Nutritional Counseling, Sports Nutrition, Stress Management, Weight, Strength Training, Lifestyle Coaching, Transformational Travel, Functional Training, Transformational Speaking, Wellbeing, Virtual Training, Operant Conditioning, Pilates, Exercise Physiology, Circuit Training, Cardio, Supplements, Athletics, Athletic Training, Group Exercise, Endurance, Work Life Balance, Healthy Lifestyle, Kettlebells, Conditioning, Corporations, Entrepreneurship, Leadership, Motivational Speaking, Business Networking, Transformational Life Coaching, Conference Speaking, Retreat Leader, Actress, Tv Personality, Video Host, Life Coaching

Medicinal Aromatherapy
Reiki Level 1 & 2
Spirit Junkie Masterclass
Crossfit Level 1
Nlp Practitioner

Mount Juliet, TN

Religious Institutions

General Board of Discipleship
Director of Recruting, Assessing and Training of Church Planters and Community Engagement Discipleship Ministries/Path 1
Director of Recruiting, Assessing, and Training of Lay and Clergy Church Planters The Gathering at Scott Memorial United Methodist Church
Planting and Lead Pastor Peace Corps Apr 2004 - Jun 2006
Primary Tefl Peace Corps Volunteer

Duke Divinity School 2006 - 2009
Masters, Ministry, Divinity Asbury University 1999 - 2003
Bachelors, Bachelor of Science, Education, Social Studies

Public Speaking, Community Outreach, Nonprofit Organizations, Theology, Teaching, Biblical Studies, Leadership, Training, Community Engagement, Preaching

Bulgarian

Denver, CO

Accounting

Cbiz Mhm, Llc
Marketing Manager Vistage Worldwide, Inc. Jun 2016 - Dec 2018
Marketing Program Manager Cbiz Mhm, Llc Aug 2015 - Jun 2016
Senior Marketing Specialist Cbiz Mhm, Llc Aug 2013 - Jul 2015
Marketing Specialist Cbiz Mhm, Llc Aug 2012 - Aug 2013
Client Relationship and Marketing Coordinator General Ledger Resources Jul 2011 - Jul 2012
Marketing Assistant Satori World Medical Sep 2011 - Feb 2012
Marketing and Communications Intern

Augustine Institute 2018 - 2020
Masters, Master of Arts, Theology San Diego State University 2008 - 2012
Universidad Nebrija 2011 - 2011

Salesforce.com, Marketing Strategy, Social Media Marketing, Competitive Analysis, Lead Generation, Microsoft Office, Spanish, Direct Marketing, Marketing, International Business Development, Marketing Event Planning, Strategic Planning, Market Research, Event Planning, Proposals Writing, Social Media, Business Development, Leadership, Crm, Microsoft Excel, Strategy, Constant Contact, Designing Marketing Collateral, Business Writing, Management, Western Europe, Adobe Illustrator

Children
Theology
Global Marketplace
International Business
Business Development
Market Research
Education
Marketing Strategy
Process Improvement
Poverty Alleviation
Lead Generation
Communications
Travel
Spanish

Ucsd Extension: Adobe Illustrator

Pittsburgh, PA

Mechanical Or Industrial Engineering

Arconic
Director, Global Benefits Alcoa Jun 1, 2014 - Nov 2016
Director, Global Benefits Alcoa Feb 2007 - Jun 2014
Manager, Global Retirement Income Conduent Hr Services Jun 1990 - Jan 2007
Principal, Retirement Actuary

Indiana University of Pennsylvania 1986 - 1990
Bachelors, Bachelor of Arts, Mathematics Indiana University of Pa;Ba, Mathematics;1986 – 1990;
Bachelors, Bachelor of Arts, Mathematics

Employee Benefits, Deferred Compensation, Benefits Administration, Retirement, Process Improvement, Executive Pay, Labor Relations, Performance Management, Acquisition Integration, Defined Benefit, Hris, Mergers and Acquisitions, Compensation and Benefit, Workforce Planning

Enrolled Actuary
Associate (Asa)
Society of Actuaries