21st Century Financial
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21st Century Financial Employees
AFLG Private Equity August 2015 - Present
21st Century Financial May 2015 - August 2015
Skills
Customer Service, Public Speaking, Strategic Planning, Leadership, Marketing, Private Equity
Education
Saint Leo University 2014 — 2016
Economics
University of Central Florida 2013 — 2014
Bachelor, Finance
Wharton High School 2011 — 2013
Worthington Industries April 2015 - Present
21st Century Financial 2013 - 2013
Double Eagle Club January 2008 - December 2012
Skills
Customer Service, Financial Analysis, Retirement Planning, Strategic Financial..., Wealth Management, Budgets, Finance, Life/Health Licensed, Series 6 Licensed, Wealth Accumulation
Education
Otterbein University
Bachelor’s Degree, Business/Sport Management
21st Century Financial August 2015 - Present
PNC July 2014 - July 2015
AXA Advisors November 2013 - June 2014
212 Capital Group April 2013 - November 2013
New York Life Insurance Company July 2011 - April 2013
Progressive Insurance June 2003 - December 2010
H2N Design March 1995 - May 2003
Carpenter Reserve Printing March 1993 - March 1995
Tecnicom Printing and Publishing April 1991 - March 1993
Packaging Corporation of America May 1989 - April 1991
Education
Baldwin-Wallace College
Bachelor's Degree
IDG Strategic Marketing Solutions (SMS) January 2014 - Present
IDG Consumer & SMB July 2013 - December 2013
IDG Consumer & SMB January 2013 - July 2013
IDG Consumer & SMB July 2011 - December 2012
Network World / IDG Enterprise February 2007 - July 2011
Zonic Design & Imaging September 2006 - December 2006
21st Century Financial April 2006 - September 2006
kaBOOM! Entertainment Inc. August 2005 - October 2005
kaBOOM! Entertainment Inc. May 2004 - August 2005
Martini MacGuffin September 2003 - December 2004
Skills
Salesforce.com, DFP, Basecamp, Microsoft Excel, PowerPoint, Microsoft Word, Adobe Acrobat, Flite, Email Marketing, Online Advertising, Advertising, Marketing, Market Research, Management, Sales, Project Management, Online Marketing
Education
UC Berkeley Extension 2012 — 2012
Certification, Project Management
Ryerson University 1999 — 2002
BBME, Business Management and Enterprise Studies
Cintas December 2013 - Present
Cintas July 2012 - January 2014
21st Century Financial October 2011 - June 2012
Ultimate Cheer of Cincinnati June 2011 - September 2011
Watson's June 2011 - September 2011
American Eagle Outfitters October 2009 - September 2011
Pump It Up of West Chester January 2006 - January 2011
Skills
Excel, Customer Service, Scheduling, Microsoft Office, PowerPoint, InDesign, Event Planning, Customer Relations, Budgeting, Budgets, Microsoft Excel, Management, Human Resources, Marketing, Recruiting, Market Research
Education
The Ohio State University 2008 — 2012
Bachelor of Science in Human Ecology, Consumer Services
Lakota West 2004 — 2008
Freedom Road Publishing January 2013 - Present
Daniel Horne Design January 2013 - 2014
Hancock Management September 2010 - March 2011
VetWriters, Inc. September 2008 - January 2011
Inter-Coastal Electronics February 2002 - September 2008
21st Century Financial May 1998 - February 2002
Applied Materials May 1993 - May 1999
Centigram 1990 - May 1993
Skills
Writing, Graphic Design, Publishing, Operations Management, Finance, Software Development, Employee Benefits, General Ledger, Government Accounting, Design Engineering, Purchasing, Strategic Planning, Process Improvement, Project Management, Product Development, Program Management, Requirements Analysis, Software Documentation, Proposal Writing, Accounting, Web Design, Books, Entrepreneurship, Testing, Systems Engineering, Training, Copywriting, Management, Leadership, Government Contracting, Public Speaking
Education
Golden Gate University 1997 — 1999
Master of Science, Finance
National University 1993 — 1996
BA, Business, Accounting Major, Economics Minor
Prince George's Community College 1980 — 1984
Associate of Science, Engineering
Washington School of Design 1974 — 1975
Certificate in Design and Drafting, Graphic Design and Drafting Technology
Allstate Financial Services, LLC October 2013 - Present
Success Financial Solutions September 2012 - September 2013
21st Century Financial May 2009 - September 2012
Aflac June 2008 - August 2008
Skills
Retirement Planning, Retirement, Estate Planning, Long-term Care, Strategic Financial..., Insurance, Wealth Management..., College Education..., Life Insurance, Fixed Annuities, Customer Service, Financial Planning, Investments, Term Life Insurance
Education
Penn State University 2006 — 2009
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Scotland Yard April 2015 - Present
Noir Lounge 2012 - Present
The Guardian Life Insurance Company of America November 2010 - September 2014
New York Life Insurance Company 2008 - January 2011
Cassanego Funding Group 2007 - 2008
21st Century Financial January 2004 - May 2007
Skills
Entrepreneurial Skills, Retirement Planning, Marketing Strategy, Long Term Care, Insurance, Small Business, Annuities, Health Insurance, Fixed Annuities, Account Management, Disability Insurance, Entrepreneurship, Estate Planning, Finance, Financial Analysis, Investments, Life Insurance, Long Term Care Insurance, Long-term Care, Management, Marketing, Sales, Securities, Social Media, Strategic Financial..., Strategic Planning, Event Management, Strategy, Social Networking, Event Planning, Leadership
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bachelors, Communications and Business
St. Ignatius College Preparatory 1993 — 1996
St. Robert's
21st Century Financial September 2011 - Present
Vonn Jazz Supperclub February 2008 - September 2011
Education
The Ohio State University 2004 — 2011
Bachelor of Arts, Sociology
Westerville South HS 1999 — 2002
Citi September 2012 - Present
Cassidy Turley June 2009 - September 2013
21st Century Financial June 2003 - June 2009
Skills
Residential Lending, Residential Brokerage, Commercial Brokerage, Brokers, Sellers, Commercial Real Estate, Mortgage Lending, Brokerage, Property, Real Estate Economics
Education
University of California, Santa Barbara 1993 — 1996
Santa Clara University 1991 — 1993
21st Century Financial February 2014 - Present
Bed Bath & Beyond June 2013 - April 2014
Skills
SPIN Selling, Sales, Microsoft Excel, Customer Service, Microsoft Office, Team Leadership, Marketing, Sales Management, Team Building, Teamwork, PowerPoint, Finance, Time Management
Education
Kent State University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
Poland Seminary High School
MGO Marketing December 2010 - Present
American Marketing Association December 2013 - August 2014
21st Century Financial August 2010 - January 2011
Skills
Workforce Development, Market Research, Analytics, Project Planning, Strategic Planning, Business Development, Marketing, Customer Insight, Data Analysis, Customer Service, Cross-functional Team..., Competitive Analysis, Management, Customer Retention, Social Media, CRM, New Business Development, Net Promoter Score, Forecasting, Operations Management, Market Analysis, Social Media Marketing, Strategic Partnerships, B2B, Start-ups, Finance, Microsoft Excel, PowerPoint, Access, Financial Modeling, Marketing Research, Marketing Communications, P&L Management, B2B Marketing, Product Management, E-commerce, Integrated Marketing, Direct Marketing, Email Marketing, Marketing Strategy, Segmentation, Six Sigma, Strategy, Lead Generation, Online Marketing, Salesforce.com, Product Marketing, Account Management, Pricing, Certied Net Promoter...
Education
John Carroll University 2006 — 2010
Bachelor of Science, Economics
21st Century Financial April 2014 - Present
DOME Financial Services, Ltd. March 2013 - April 2014
Goodwill Columbus March 2008 - March 2013
Skills
Retirement Planning, Distribution Strategies, Wealth Accumulation, Wealth Preservation, Wealth Transfer, Group Benefit Plans, Small Business, Customer Service, Tax-advantaged..., Economic Modeling
Education
The Ohio State University 2004 — 2007
Bachelor of Arts
21st Century Financial June 2013 - Present
Lutheran High School East January 2011 - May 2013
SagePoint Financial March 2009 - May 2013
Life Skills Centers August 2008 - June 2010
Chagrin Falls High School August 1995 - June 2008
Skills
Financial Services, Lifestyle Protection, Wealth Accumulation..., Retirement Planning, Investment Strategies, Financial Modeling, Life Insurance, Disability Insurance, Long Term Care Insurance
Education
The University of Akron 1997 — 1998
Master of Education (M.Ed.)
Miami University 1984 — 1989
Bachelor of Science (BS)
Buckeye Senior High School 1980 — 1984
Strategic Financial Designs August 2014 - Present
Rock Bottom Restaurant and Brewery May 2010 - October 2014
21st Century Financial June 2014 - August 2014
Penn Mutual 2014 - 2014
Match Plus eMarketing Group June 2010 - August 2012
University of Pittsburgh September 2010 - May 2011
AmeriCorps Jumpstart September 2009 - April 2010
Skills
Social Media, Blogging, Wealth Management, Email Marketing, Public Speaking, Social Media Marketing, Event Planning, Community Outreach, Microsoft Office, Advertising, Facebook, Social Networking, Research, Management, PPC, Photoshop, Web Design, SMO, Fundraising, Non-profits
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2012 — 2014
Master of Business Administration (MBA), Marketing/Marketing Management, General
University of Pittsburgh 2007 — 2011
Bachelor of Science (BS), Psychology
21st Century Financial July 2015 - Present
Farmers Insurance April 2011 - June 2015
Capital University July 2002 - May 2006
Skills
Public Speaking, Property & Casualty..., Customer Service, Team Building, Microsoft Office, Insurance, Leadership, Sales, Commercial Insurance, Fixed Annuities, Sales Management, Small Business, Life Insurance, Training, Health Insurance, Coaching, Term Life Insurance
Education
Capital University 1998 — 2002
Bachelor, Politcal Science
South-Western City School District August 2014 - Present
Dugal Mowing April 2004 - Present
Carrington Middle School June 2013 - August 2014
Columbus Collegiate Academy July 2012 - June 2013
Dublin City Schools March 2011 - June 2012
21st Century Financial March 2010 - February 2011
Skills
Microsoft Excel, Microsoft Office, Strategic Planning, PowerPoint, Microsoft Word, Finance, Fixed Annuities, Retirement Planning, Life Insurance, Strategic Financial..., Financial Analysis, Estate Planning
Education
The Ohio State University 2015 — 2018
Master's Degree, Educational Leadership and Administration, General, K-12
Duke University 2013 — 2014
Education/Teaching of the Gifted and Talented
Ashland University 2011 — 2012
Bachelor's Plus, Middle School Mathematics and Science
The Ohio State University 2006 — 2010
BSE, Business Education
Gurney Financial LLC February 2015 - Present
Alliance Data card services January 2015 - Present
21st Century Financial July 2010 - December 2013
Mechanics Savings Bank May 2009 - September 2009
Carton Service, inc May 2008 - September 2008
Education
The American College 2012 — 2015
Chartered Financial Consultant (CHFC), Financial Planning and Services
Mount Vernon Nazarene University
Bachelor of Science in Financial Management
TZ Insurance Solutions June 2015 - Present
Principal Financial Group March 2013 - June 2015
21st Century Financial August 2012 - March 2013
JPMorgan Chase October 2009 - March 2012
Retail sales, management and client relations November 2001 - June 2009
Beta Theta Pi October 1998 - October 2000
Skills
Business Continuation..., Income Protection, Financial Needs Analysis, Key Person Insurance, Supplemental Retirement..., Survivor Income, Universal Life Insurance, Mutual Funds, Informal Business..., IRAs (Traditional and..., Disability Income..., College Funding..., Charitable Giving, Retirement, Series 6, Wealth Accumulation, Life Insurance, Finance, Licensed Life, FINRA, Financial Services, 529 Plans, Disability Insurance, Fixed Annuities, IRAs, Retirement Planning, Securities, Leadership, Management, Strategic Planning, Customer Service, Sales, Insurance, Marketing, Marketing Strategy, Financial Analysis, Risk Management, Social Media, Sales Management, Term Life Insurance, Social Networking, Advertising, Small Business
Education
University of South Florida
Bachelor of Arts (BA), Public Relations/Business Communications
Penn Mutual January 2000 - Present
Hornor Townsend & Kent January 2000 - Present
21st Century Financial January 1996 - Present
MDRT January 1991 - Present
Skills
Wealth Management, Retirement, Fixed Annuities
Education
The University of Akron 1987 — 1991
Bachelor’s Degree, Finance
Vanguard December 2014 - Present
Vanguard December 2013 - December 2014
Today's Business LLC February 2012 - December 2013
CVS Caremark Corporation May 2011 - December 2013
21st Century Financial November 2012 - July 2013
Skills
Accounting, Account Management, Management, Sales Management, Employee Relations, Operations Management, Business Development..., Financial Analysis, Financial Reporting, Financial Modeling, Finance, Financial Accounting, Corporate Finance, Cost Accounting, Tax Accounting, Management Accounting, Project Accounting, Accounting Applications, Microsoft Excel, QuickBooks, Mutual Funds, Budgets, Customer Service
Education
Saint Leo University 2008 — 2012
Bachelor's degree, Accounting and Finance
Ameriprise Financial Services, Inc. March 2015 - Present
21st Century Financial May 2013 - February 2015
NFP Executive Benefits February 2008 - May 2013
STEEL Restaurant September 2007 - February 2010
Education
University of Nebraska-Lincoln 2003 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
21st Century Financial August 2014 - Present
Guardian-South Tampa Financial Group April 2013 - August 2014
Duke Energy Corporation August 1996 - March 2013
Skills
Please note that..., Retirement Income..., Mutual Funds, Life Insurance, Annuity Sales, Long Term Care Insurance, Disability Insurance, Buy-sell Agreement..., Key-man Insurance, Business Overhead..., Comprehensive Employer..., Program Management, Project Management, Business Process..., Lean Six Sigma, Change Management, Leadership, Training, Management
Education
University of South Florida 1997 — 2000
Bachelors, Political Science
The Freedonia Group April 2014 - Present
The Entrepreneurs EDGE, The Research Investment May 2013 - February 2014
Penske Truck Leasing July 2011 - May 2013
The University of Akron September 2010 - May 2011
21st Century Financial February 2005 - October 2009
Skills
Research, Process Improvement, Data Analysis, PowerPoint, Microsoft Office, Microsoft Excel, Higher Education, Microsoft Word, Leadership, Public Speaking, Time Management, Analysis, Customer Service, Supply Chain Management, Teamwork, Market Research, Financial Analysis, Team Leadership, Management, Strategic Planning, Strategy
Education
The University of Akron 2010 — 2013
MBA, Supply Chain Management, 3.8 GPA
The University of Akron 2000 — 2004
Bachelor of Science (B.S.), Finance and Financial Management Services, 3.9 GPA
San Francisco Diamond Exchange September 2013 - Present
Macy's December 2007 - August 2013
San Francisco Diamond Trading Inc. (SFD) October 2010 - May 2013
21st Century Financial August 2006 - January 2008
SaveDarfur.org September 2007 - November 2007
Real Estate Equity Exchange (REX & Co.) May 2007 - July 2007
Samuel Rozenbaum USA, Inc February 2003 - April 2006
Association of Americans and Canadians in Israel (AACI) September 2001 - September 2002
Skills
Gemology, Merchandising, Jewelry, Hebrew, Diamonds, Retail, Sales, Management, Creative Problem Solving, Integrity, Fashion, Marketing Strategy, Sales Operations, Wholesale, Luxury Goods, Sales Management, Leadership, Watches, Customer Service, Luxury, Marketing, Advertising
Education
Keller Graduate School of Management of DeVry University 2008 — 2011
MBA, Business Administration
The Hebrew University 1999 — 2003
BA, International Relations
Office of the Public Defender, Atlanta Judicial Circuit March 2012 - Present
Georgia Public Defender Standards Council November 2011 - March 2012
Emory Barton Juvenile Defender Clinic August 2010 - December 2010
Dekalb County Public Defender's Office June 2010 - August 2010
Federal Defender Program January 2010 - April 2010
Mirant, LLC May 2007 - August 2008
21st Century Financial October 2006 - May 2007
Skills
Litigation, Hearings, Criminal Defense, Trials, Motions, Legal Research, Westlaw, Legal Writing, Public Speaking, Criminal Law
Education
Emory University School of Law 2009 — 2011
Juris Doctor
University of Southern California 2000 — 2004
BA, Sociology
Quicken Loans January 2014 - Present
Primerica October 2011 - January 2014
21st Century Financial December 2010 - May 2011
Skills
Prospecting, Microsoft Office, Excel, Word, PowerPoint, Access
Education
The University of Akron 2007 — 2011
BS, Financial Services / Financial Planning
Kent State University
Cassidy Turley BT Commercial June 2009 - Present
21st Century Financial August 2003 - June 2009
Education
University of California, Santa Barbara 1993 — 1996
HISTORY
Santa Clara University 1991 — 1993
General Education
Santa Clara University
Huntington National Bank October 2014 - Present
21st Century Financial October 2013 - March 2014
Bankers Life and Casualty December 2008 - September 2013
Herbalife Distributor June 2007 - November 2008
PASCO 2006 - 2006
Skills
Insurance, Annuities, Disability Insurance, Long Term Care, Fixed Annuities, Long-term Care, Term Life Insurance, Life Insurance, Whole Life, Universal Life, Retirement, Retirement Planning, General Insurance, IRAs, Brokers, 401k, Customer Service, Sales, Long Term Care Insurance, Strategic Planning
Education
Baldwin-Wallace College 1994 — 1998
BS, Political Science
21st Century Financial February 2015 - Present
Wells Fargo Private Mortgage Banking March 2013 - September 2014
Wells Fargo Private Mortgage Banking May 2008 - March 2013
JP Morgan Chase March 2007 - March 2008
Argent Mortgage January 2004 - March 2007
Skills
Loans, Sales Management, Customer Service, Mortgage Lending, Account Management, Mortgage Banking, Credit, Marketing, Loan Origination, Leadership, Management, Refinance
Education
Orange Coast College 2008 — 2012
BA, Culinary Arts
Chapman University 2000 — 2004
California State University-Fullerton 1996 — 1998
Villa Park 1992 — 1996
The Renner Group September 1986 - Present
The Renner Group July 1986 - Present
21st Century Financial October 1993 - May 2009
Akron Public Schools September 1980 - October 1993
Skills
Insurance, Sales, Employee Training, Management
Education
Bucknell University 1973 — 1977
The Fitness Superstore October 1996 - Present
21ST CENTURY FINANCIAL 1994 - 1997
Pintura Paint 1994 - 1996
Skills
Troubleshooting, Customer Service, Customer Satisfaction, Inventory Management, Operations Management, Project Management, Team Leadership, Team Building, Electronics, Microsoft Office, Sales, Service Management, Management, Process Improvement, Retail, Service Delivery, Electricians, MIG welding, Arc Welding, tig welding, Property Management, Property Maintenance, Marketing Strategy, Account Management, Key Account Development, New Hire Training, Coaching, Microsoft Excel, Microsoft Word, Training, Merchandising, Process Scheduler, Profit, Store Management, Customer Retention
Education
Central New Mexico Community College 1996 — 2000
Electronics Technology, Electronics, A
Highland High School 1989 — 1993
Highland High School
DECA - 2 years. Award for outstanding excellence, Graphic Arts, & Advanced Photo
21st Century Financial January 2004 - Present
Cotelligent 1999 - August 2003
Computermart of Georgia 1982 - 1999
Skills
Accounting, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Financial Accounting, Budgets, Auditing, Customer Service, Tax, Microsoft Office, Marketing, Analysis, Small Business, Leadership, Team Leadership
Education
Georgia State University 1972 — 1975
Bachelor of Business Administration (BBA), Accounting
Shorter University 1971 — 1972
Music - Organ
Ohio Department of Public Safety May 2015 - Present
American Cancer Society December 2013 - May 2015
21st Century Financial January 2013 - December 2013
AIDemocracy October 2012 - January 2013
Organizing for America May 2012 - November 2012
Ohio Wesleyan University August 2010 - May 2011
Ohio Wesleyan University August 2008 - May 2011
Ohio Wesleyan University May 2007 - May 2011
Hispanic Chamber of Columbus May 2010 - August 2010
Skills
Fundraising, Politics, Policy Analysis, Community Outreach, Leadership, Marketing, Political Campaigns, Community Organizing, Public Policy, Legislative Relations, Volunteer Management, Non-profits, International Relations, Legislation, Research, Spanish-English, Spanish-speaking, Strategic Financial..., Nonprofits, Sales, Grassroots Organizing, Legislative Research, Social Justice, Education Policy, Speech Writing, Spanish Literature, Travel, Leisure Travel, Travel Planning, Translation, Financial Management..., Personal Financial..., Risk Budgeting, 401k Rollovers, Charitable Gift..., Variable Annuities, Fixed Annuities, Licensed Life & Health..., Spanish
Education
Capital University Law School 2014 — 2018
J.D.
Ohio Wesleyan University 2007 — 2011
Bachelor of Arts (B.A.), Politics and Government, Spanish, Latin American Studies
Olentangy Liberty High School 2003 — 2007
21st Century Financial June 2015 - Present
Skills
Microsoft Excel, Customer Service, Microsoft Office, Leadership, Management, PowerPoint, Microsoft Word, Sales, Strategic Planning, Marketing, Public Speaking, Social Media
Education
The University of Akron 2014 — 2018
St. Vincent St. Mary High School 2010 — 2014
High School