Puritan Financial Group
Address: 5085 W Park Blvd #700, Plano, TX 75093 Hours: Closed ⋅ Opens 8AM Tuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSundayClosedMonday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (972) 380-1119: Category: : Place name: : : Website: : : Website: https://puritangroup.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a questionPopular times Tuesdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. 6 AM: 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Puritan Financial Group Posting publicly on the Web Write a review Reviews 6 Google reviews
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Puritan Financial Group Employees
Puritan Financial Group July 2015 - Present
Mattress Firm July 2014 - July 2015
Rack Room Shoes June 2010 - July 2014
Wells Fargo August 2012 - June 2014
Beasley Broadcasting May 2011 - July 2011
Florida Gulf Coast University August 2008 - May 2010
Skills
Editing, Advertising, Sales, Recruiting, Sales Management, Radio, Troubleshooting, Visual Merchandising, Merchandising, Retail Sales, Retail, Sound, Customer Service, Store Management, Loss Prevention, Time Management, Cashiering, Facebook, Inventory Management, Social Media, Microsoft Office, Leadership
Education
Florida Gulf Coast University 2007 — 2012
Bachelor of Arts (B.A.), Communication, General
Florida Gulf Coast University 2007 — 2012
B.A, Communication
Golden Mortgage LLC September 2015 - Present
ESIS, Inc. April 2015 - August 2015
Puritan Financial Group October 2014 - February 2015
Peak Incorporated March 2014 - September 2014
United Finance Co September 2013 - February 2014
The Men's Wearhouse, Inc February 2012 - November 2013
Skills
Microsoft Office, Customer Service, Research, Inter-personal, Communication, Direct Sales, Microsoft Word, Employee Benefits, Microsoft Excel, Social Networking
Education
University of Oregon 2007 — 2012
Bachelor's of Science, Psychology
DDC Financial Services, Inc. September 2014 - Present
Puritan Financial Group June 2014 - September 2014
Titan Fitness May 2013 - November 2013
DNAhosting.info January 2010 - May 2013
Skills
Indexed Annuities, Fixed Annuities, Life Insurance, Revocable Trusts, Fitness, Fitness Consulting, Sports Nutrition, Exercise Physiology, Strength Training, Weight Training, Web Design, Sales, Personal Training, Insurance, Estate Planning, Personal Financial..., Time Management
Education
Baylor University 2010 — 2014
Bachelor of Science (B.S.), General Studies in Health, Human Performance, and Recreation
Lonestar College - EMS Academy 2010 — 2010
Certification, EMT-Basic
Broadsword Advantage June 2013 - Present
Kohl's Department Stores February 2008 - Present
Puritan Financial Group May 2010 - February 2013
Bank of America formally Countrywide Plano TX June 2008 - April 2010
Kohl's Department Stores August 2006 - February 2008
Dillard's Department Store November 2005 - August 2006
CIGNA Healthcare July 2000 - September 2005
Skills
Proficient in Microsoft..., Strong, professional..., Action oriented,..., Ability to make..., Ability to balance and..., Recipient of the Fish..., Achieved an internal..., trained staff in all..., Scheduled and..., Facilitated onboarding..., "Employee of the Month"..., Served as key..., Appointed by..., Used operational..., Contributed to an..., Greeted customers upon..., Training, CRM
Education
Colorado Technical University 2010 — 2013
Masters of Science, Management; Project Management, 3.71
Colorado Technical University 2010 — 2013
Masters of Business Administration, Finance, 3.54
Colorado Technical University 2008 — 2010
Bachelor of Science, Business Administration; Marketing
Warsaw Federal June 2015 - Present
Fifth Third Bank July 2014 - November 2014
Puritan Financial Group February 2014 - June 2014
Aerotek September 2013 - February 2014
Transamerica Financial Advisors, Inc. Transamerica Financial Group Division June 2011 - December 2013
Sibcy Cline Mortgage Services October 2012 - June 2013
Association Resources & REIA June 2007 - July 2012
Cellular Sales - Verizon May 2006 - June 2007
The REIA Toolbox August 2005 - May 2006
Ratestar Inc. January 2003 - August 2005
Skills
Sales, Real Estate, Marketing, Selling, Management, Investment Properties, Mortgage Lending, Customer Service, Real Estate Transactions, Short Sales, Loans, Retail, Recruiting, Strategic Planning, Training, Negotiation, Team Building, Sales Management, Time Management, Investments, Contract Negotiation, Insurance, Finance, Small Business, Marketing Strategy, Public Speaking, Fundraising, Residential Homes, FHA, Property, Property Management, Networking
Education
University of Cincinnati 1998 — 2002
2002, Liberal Arts
Anderson High School 1989 — 1993
High School Diploma, College Prep
Precision Excavating Services August 2013 - Present
Texas Home Health September 2012 - Present
Puritan Financial Group June 2013 - September 2013
DynCorp International February 2012 - August 2012
DynCorp International April 2010 - January 2012
DynCorp International December 2009 - April 2010
DynCorp International August 2009 - December 2009
DynCorp International April 2006 - April 2007
DynCorp International June 2003 - April 2006
Bombay 1994 - 1995
Skills
Regulatory Compliance •..., Business Administration..., Finance Human..., Change Management •..., Conflict Resolution •..., Teamwork, Human Resources, Policy, Afghanistan, Recruiting, Talent Acquisition, Onboarding, Personnel Management, Internet Recruiting, HR Policies, Military, Government Contracting, Employee Relations, Process Improvement, Security Clearance, Sourcing, Applicant Tracking..., Army, DoD, Aviation, HRIS, Operations Management, College Recruiting, Benefits Administration, Training, Program Management, Government, Performance Management, Payroll, Team Building, PeopleSoft, Employee Benefits, Employee Training, Supervisory Skills, New Hire Orientations, Leadership, Project Management, Time Management, Deferred Compensation, Talent Management, Management, Project Planning, Workforce Planning, Customer Service, Purchasing
Education
Kilgore College 2013 — 2014
30 HR OSHA Certification, Safety, 4.0
Kilgore High School 1968 — 1971
Graduate, Accounting
East Texas Baptist University
Medicine, Human Resources, Environmental Safety
National Estate Services, LLP August 2002 - Present
CLA USA, Inc April 1999 - August 2002
Puritan Financial Group April 1995 - March 1999
Skills
Estate Planning, Income Planning, Asset Protection, Long Term Care, Annuities, Retirement, Insurance, Retirement Planning, Long-term Care, Financial Services, IRAs, Fixed Annuities, Strategic Financial..., Financial Goals, Wealth Management..., Term Life Insurance, Life Insurance, Wealth
Education
The University of Texas at Austin 1976 — 1978
Insurance
Trinity University 1974 — 1976
Associate, Criminology
Spring Grove Cemetery & Arboretum January 2014 - Present
Puritan Financial Group July 2010 - October 2013
Fidelity Investments 1997 - 2008
Fidelity Investments 1997 - 2008
Skills
Process Improvement, PMP, Cross-functional Team..., Six Sigma, Project Management, Operations Management, Business Analysis, Financial Analysis, Risk Management, Business Process..., Insurance, SDLC, Visio, Change Management, Forecasting, Consulting, Requirements Analysis, Data Analysis, Analysis, Business Intelligence
Education
Northern Kentucky University 2006 — 2008
working towards a Bachelor's degree, Organizational Leadership
Southern Ohio College 1987 — 1989
AA, Accounting
Campbell County High School 1983 — 1987
Academic Doploma, Academics
Ferrandino & Son, Inc. April 2014 - Present
PBJ Consulting January 2004 - Present
Puritan Financial Group January 2008 - April 2014
Bankers Life and Casualty January 2007 - October 2007
Skills
Insurance, Customer Service, Guitar, Fixed Annuities, Life Insurance, Medicare, Microsoft Word, Microsoft Excel, Music Theory, Music Education, Performing, Mac OS, Sales, Data entry, Compliance, Bass Guitar, Coverages, Workers Compensation, Claim, Training, Leadership, Management, Account Management
Education
Montgomery County Community College 2000 — 2006
Associate's degree, Business Administration and Management, General
Puritan Financial Group July 2015 - Present
Paso Fino Horse Association March 2015 - Present
Paso Fino Horse Association July 2006 - July 2014
People to People Student Travel June 2006 - June 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Management, Recruiting, Screening Resumes, Social Media, Teamwork
Education
Texas State University 2013 — 2017
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General, Junior
Aubrey High School 2009 — 2013
N/A, N/A
Puritan Financial Group July 2015 - Present
Puritan Financial Companies, Inc. October 2014 - July 2015
Puritan Financial Companies, Inc. July 2014 - October 2014
Small Business Institue January 2014 - May 2014
Northwestern Mutual May 2013 - August 2013
Skills
Microsoft Office, Microsoft Excel, SPSS, Retirement Planning, Strategic Financial..., Investments, Mutual Funds, Retirement, Fixed Annuities, Life Insurance, Financial Analysis, Wealth Management, Securities, Finance, Asset Allocation, Insurance, Estate Planning, Financial Modeling, Portfolio Management, IRAs, Financial Planning
Education
Indiana University of Pennsylvania 2009 — 2014
Business and Personal/Financial Services Marketing Operations
Texas Retirement Specialists September 2014 - Present
Puritan Financial Group April 2014 - August 2014
Rapier Solutions, Inc. August 2012 - August 2013
Morgan Stanley Smith Barney January 2011 - March 2012
Felten and Kenworthy July 1990 - January 2004
Waycrosse, Inc February 1977 - July 1990
Skills
Wealth Management, Investment Advisory, Retirement Planning, Insurance, Investment Strategies, Asset Allocation, 401k Rollovers, Certified Financial..., Saving for Education, State Insurance Licenses, Series 65, Long-term Care, Strategic Financial..., Estate Planning, Investments, Uniform Combined State..., Public Speaking, Finance, Corporate Finance, Financial Planning
Education
Valparaiso University 1967 — 1972
B.S. in Bus. Admin., Finance
John Carroll University
Robert Half January 2015 - Present
Five Star Distributing July 2010 - June 2015
Puritan Financial Group August 2014 - November 2014
Jasper Truck Sales September 2010 - July 2014
Liberty Tax Service January 2012 - May 2012
KFC August 2003 - September 2010
Skills
Leadership, Microsoft Office, Sales, Research, Marketing Strategy, Strategic Planning, Recruiting, Social Networking, Customer Service, Event Planning, Social Media, PowerPoint, Event Management, Human Resources, Inventory Management, Merchandising, Time Management, Outlook
Education
Indiana University-Purdue University Fort Wayne (IPFW) 2012 — 2016
Post Baccalaureate Certificate in Accounting
Indiana University-Purdue University at Fort Wayne 2005 — 2010
Bachelor of Arts (B.A.), Organizational Leadership
Concordia Lutheran High School
Puritan Financial Group January 2015 - February 2015
Merchant Warehouse November 2014 - January 2015
iPayment, Inc. February 2014 - November 2014
Skills
Golf Instruction, Networking, Professional Services, Golf Course Management, Sales Presentations, Teaching, Social Media, Microsoft Excel, Microsoft Office, Research, Teamwork, PowerPoint, Customer Service, Microsoft Word, Team Building
Education
Mississippi State University
Professional Golf Management, Professional Golf Management
Rent-A-Center February 2013 - November 2014
Rent-A-Center July 2010 - November 2014
PeopleWorks International June 2007 - June 2010
PeopleWorks International June 2007 - June 2010
Jeff Conley Corporation October 1994 - 2009
Paradigm Engineering May 2005 - June 2007
Paradigm Engineering May 2005 - June 2007
Puritan Financial Group November 2002 - December 2004
Zig Ziglar Corporation 1984 - 1994
Skills
Organizational..., Succession Planning, Leadership Development, Organizational..., Executive Coaching, Performance Management, Talent Management, Culture Change, Executive Development, Change Management, Personnel Management, Employee Engagement, Organizational..., Leadership, Organizational Behavior, Organizational Learning, 360 Feedback, Servant Leadership, Organizational Structure, Leading Change, HR Transformation, Business Coaching, Organizational Change, Organizational..., Senior Executive..., Accountability, Trust, Candor, Thought Leadership, Coaching Leaders, Strategy Execution, Human Capital Management, HR Strategy, Talent Assessment, Corporate Culture, Human Capital Strategy, Change Leadership, Engagement, Mentoring, Ethics, Organizational Analysis, Change Communication, Developing Talent, Executive-level..., Organizational..., Organizational Culture, Organizational Needs..., Team Leadership
Education
Northwestern State University
BA
University of Louisiana at Monroe
Puritan Financial Group August 2014 - January 2015
Red Lobster July 2013 - July 2014
Mary's Pizza Shack November 2009 - April 2013
Skills
Business Administration, Management, Entrepreneurship, Microsoft Office, Social Media, Training Management, Teamwork, PowerPoint, Microsoft Excel, Sales Management, Business Management, Microsoft Word, Networking, Public Speaking, Time Management
Education
California State University-Chico 2011 — 2013
Bachelor's Degree, Bachelor of Science in Business Administration Option: Entrepreneurship
Shasta College 2009 — 2011
Associate's Degree, AA
Shasta High School
High School
AIG Financial Network August 2014 - Present
The Achieve Group LLC April 2009 - Present
Puritan Financial Group January 2013 - July 2014
Frankfort Regional Medical Center March 2002 - September 2010
National Processing Company July 2003 - August 2005
Jonah Mitchell Real Estate August 2000 - August 2005
Bourbon Community Hospital October 1998 - November 2002
Joe Guy Hagan Century 21 Real Estate August 1998 - August 2000
Vencor August 1997 - August 2000
University of Kentucky Chandler Medical Center September 1990 - August 1997
Skills
Real Estate Development, Sales Management, Strategic Planning, Coaching, Negotiation, Team Building, Real Estate, Sales, Marketing Strategy, Public Speaking, New Business Development, Selling, Customer Service, Budgets, Investments, Investment Properties, Marketing, Direct Sales, Underwriting, Insurance, Healthcare, Management, Training, Advertising, Sales Process, Lead Generation, Leadership, Sales Operations, Time Management, Cold Calling, Small Business, Business Planning, Employee Benefits, Analysis, Leadership Development, Program Management, Entrepreneurship, Policy, Customer Retention, Research, Social Media Marketing
Education
Asbury University 2007 — 2009
Bachelor of Science, Management & Ethics
Independence University, formerly California College for Health Sciences 1988 — 1990
Associates of Science, Respiratory Therapy
Eastern Kentucky University 1977 — 1980
Bachelor's Degree, Athletic Training
Somerset Community College 1977 — 1977
Physical Sciences
Morehead State University 1976 — 1976
Athletic Training
Cherry, Inc. September 2008 - Present
Cherry Financial Partners, Ltd. 2008 - Present
MentorLink International January 2007 - Present
Housing Recovery Fund of America September 2010 - March 2011
Puritan Financial Group October 2006 - June 2008
Terra Nova Financial May 2006 - August 2006
Rush Financial Technologies, Inc., formerly, Rushmore Financial Group, Inc. January 1991 - August 2006
Primerica Financial Services December 1979 - September 1990
Henry S. Miller Commercial January 1972 - December 1975
Skills
Leadership Development, Mergers & Acquisitions, Corporate Governance, Asset Managment, Asset Management
Education
Southern Methodist University - Cox School of Business 1970 — 1971
BBA, Business, Finance, Marketing
Stephen F. Austin State University 1967 — 1969
Business Science
Puritan Financial Group February 2015 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Social Networking
Education
Bowling Green State University 2010 — 2014
Bachelor of Science in Education, Sport Management/General Business
Mentor High School 2008 — 2010
High School Diploma
Puritan Financial Group 2004 - Present
CLA*USA 2001 - 2004
Skills
Fixed Annuities, Term Life Insurance, New Business Development, Insurance, Life Insurance, Lead Generation, Investments, Customer Service, Retirement Planning, Disability Insurance, Health Insurance, Sales, Account Management, Employee Benefits, Long-term Care, Whole Life, Management, Retirement
Education
St. Cloud State University 1984 — 1988
Minnetonka High School 1981 — 1984
Puritan Financial Group March 2011 - Present
AAA Insurance February 2007 - June 2011
club one 2010 - 2011
AAA 1970 - 2008
Skills
Sales, Management, Sales Management, New Business Development, CRM, Social Networking, Team Building, Recruiting, Strategic Planning, Selling, Leadership, Account Management, Retail, Coaching, Salesforce.com, Social Media, Social Media Marketing, Business Development, Sales Operations, Customer Service, Marketing
Education
California Polytechnic State University-San Luis Obispo 1979 — 1984
BA, ABM
Puritan Financial Group June 2015 - Present
Puritan Financial Group April 2014 - June 2015
National Agents Alliance Corporate December 2012 - June 2014
Independent Opportunities, Inc. August 2007 - November 2012
St. Petersburg Police Department January 1991 - August 2007
Gulfport Convalescent Center January 1989 - September 1989
College Harbor April 1988 - January 1989
Brentwood in the Meadows November 1986 - April 1988
Skills
Umbrella Insurance, Disability Insurance, Medicare, Healthcare, Retirement, Long-term Care, Life Insurance, Property & Casualty..., Marketing, Insurance, Customer Service, Sales, Team Building, Fixed Annuities, Leadership, Public Speaking, Health Insurance, Term Life Insurance, Employee Benefits
Education
Saint Leo University
Bachelor of Arts, Criminology
St. Petersburg College
Associate of Science (AS), Health/Health Care Administration/Management
Puritan life January 2012 - Present
Puritan Financial Group August 2007 - December 2011
AstraZeneca January 1996 - July 2005
AMEC September 1994 - December 1995
Skills
Financial Analysis, Financial Reporting, Accounting, Acquisition Integration, Budgets, Financial Forecasting, Internal Controls, Company Secretarial Work
Education
The University of Birmingham 1985 — 1988
Bachelor of Commerce (B.Com.), Accounting and Finance, 2:1