Allstate Financial Services, LLC
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Allstate Financial Services, LLC Employees
Northwestern Mutual April 2015 - Present
Allstate Financial Services, LLC July 2014 - April 2015
New England Financial, A MetLife Company June 2013 - June 2014
Jackson National Life May 2008 - March 2013
Skills
Series 7, Alternative Investments, Fixed Annuities, Mutual Funds, Insurance, Asset Allocation, Investments, Estate Conservation..., Retirement Funding..., Annuities, Financial Strategies, Wealth Accumulation..., Financial Markets, Business Planning, Wholesaling, Consultative Selling, Retirement, Public Speaking, Separately Managed..., Selling, Business Development, Finance, FINRA, Financial Advisory
Education
Ponce School of Medicine 1996 — 2000
Creighton University 1994 — 1996
Bachelors of Science
Deloitte September 2015 - Present
Allstate Financial Services, LLC June 2015 - September 2015
Deloitte January 2015 - February 2015
DePaul University September 2014 - December 2014
Ductastic LLC May 2012 - December 2014
St. Joseph Middle School April 2012 - May 2014
Sacred Heart School September 2008 - March 2012
Skills
Microsoft Office, Event Management, Sports, Social Media, Athletics, Fundraising, Leadership, Nonprofits, SPSS, Teamwork, Analysis
Education
DePaul University 2014 — 2016
Master of Science (M.S.), Applied Mathematics, Concentration in Actuarial Science
Loyola University Chicago 2007 — 2012
Bachelor of Science (B.S.), Biophysics
Allstate Financial Services, LLC May 2011 - Present
Allstate Insurance May 2011 - June 2015
Northwest Christian University January 2008 - August 2012
Skills
Investments, Disability Insurance, Long-term Care, Sales Management, Small Business, Fixed Annuities, Retirement Planning, Entrepreneurship, Business Coaching, Motivational Speaking, IRAs, Life Insurance, Customer Acquisition, Term Life Insurance, Building High..., USATF Level One..., Property and Casualty, Cross Country and..., Marketing, Sales, Public Speaking, Social Media, Team Building, Leadership
Education
Northwest Christian University 2004 — 2005
Master of Business Administration (MBA), MBA
Brigham Young University 1987 — 1991
Bachelor of Arts (BA), American Studies
Allstate Financial Services, LLC November 2012 - Present
Skills
Sales, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Insurance, Small Business
Education
University of Wyoming 1992 — 1994
Bob Jones University 1988 — 1991
Rockford Baptist Schools
SEIU May 2009 - January 2010
CSEA Organizing Institute September 2004 - April 2009
CSEA statewide organizing institute September 2004 - April 2009
Northern California September 2004 - April 2009
SEIU March 2000 - September 2005
SEIU March 2001 - September 2004
Northern California March 2001 - August 2004
Allstate Financial Services LLC January 1999 - January 2002
Herzallah Agency and Associate February 1995 - 2000
Morning Fix Cafe January 1994 - January 1999
Skills
Translation, Arabic, Notary Public, Political Campaigns, Policy Analysis, Politics, Community Outreach, Coalitions, Analysis, Strategy, Training, Nonprofits, Public Speaking, Entrepreneurship, Proposal Writing, Social Media, Leadership, Policy, Event Planning, International..., International Relations, Volunteer Management, Strategic Communications, Fundraising, Workshop Facilitation, Community Development, Marketing Strategy, Persuasive Presentations, Volunteering
Education
Popular Education Certificate, UC Berkeley, Labor Center 2006 — 2009
Training, Public Administration
California State University-Sacramento 1980 — 1984
B.S, Publiv Administration
Allstate Financial Services, LLC June 2014 - Present
Northwestern Mutual March 2010 - June 2014
Skills
Fixed Annuities, Disability Insurance, Long-term Care, Retirement, Securities, Small Business, Estate Planning, Insurance, Investments, Long Term Care, Annuity, Wealth Accumulation, Employee Benefits, IRA's, Term Life Insurance, Retirement Income..., Annuities, Insurance Planning, Roth IRA, Whole Life, 401k, Series 63, Wealth Preservation, Health Insurance, Wealth Management, Group Benefits, Series 6
Education
Brigham Young University 1993 — 1995
Economics
Brigham Young University - Idaho 1991 — 1993
Allstate Financial Services, LLC August 2009 - Present
Skills
Property & Casualty..., Life Insurance
Education
Amarill High School
Amarillo College
Allstate Financial Services, LLC July 2011 - Present
Polunsky August 2009 - July 2011
Lufkin, Texas September 2000 - July 2011
Skills
Life Insurance, Insurance, Investments, Retirement, Sales, Disability Insurance, Sales Management, Portfolio Management, Customer Service
Education
Stephen F. Austin State University 1990 — 1994
Angelina College 1989 — 1990
Allstate Financial Services, LLC January 2008 - Present
Idaka America, Inc. September 2004 - December 2007
Toyota Tsusho America August 1999 - August 2004
Skills
Life Insurance, Retirement Planning, Retirement, Mutual Funds, Insurance, Project Management, SAP, Collaboration, Work Well Independently, Delegation, Disability Insurance, Analysis, Forecasting, Leadership, Fixed Annuities, Strategic Planning
Education
University of Tennessee 2002 — 2003
Master of Business Administration (MBA), Business
Brigham Young University
Bachelor of Arts (BA), Japanese Studies
Allstate Financial Services, LLC March 2004 - Present
Xavier's Auto Body October 1993 - December 2003
Skills
Field Auto Tech, Florida Notary, Wellbeing Champion, I-Car Platinum..., Arbitration, Helping Hands Committee..., Customer Service, Management, Insurance, Negotiation, Claim, Casualty, Claims Management, Liability, Strategic Planning, Property & Casualty..., Team Building, Automobile
Education
Queens College 1992 — 1993
Paralegal Certification, Paralegal
City University of New York-Baruch College 1987 — 1992
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Allstate Financial Services, LLC August 2014 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas March 2014 - August 2014
The Chicago Lighthouse for People Who Are Blind or Visually Impaired September 2013 - December 2013
Allstate October 2012 - August 2013
Allstate October 2011 - October 2012
Allstate May 2008 - October 2011
Skills
Insurance, Property, Casualty, Customer Service, Training, Process Improvement, Umbrella Insurance, Coaching, Change Management, Leadership Development, Sales, Microsoft Excel, Outlook, Microsoft Office, Call Centers, Leadership, Strategy, Performance Management, Project Management, Customer Satisfaction, Customer Experience, Direct Sales, Team Building, Customer Retention, Sales Management, Team Leadership, Health Insurance, Marketing, Liability, Life Insurance, General Insurance, Management, Term Life Insurance, Casualty Insurance
Education
Northwestern University 2014 — 2016
Bachelor's degree, Leadership and Organization Behavior
College of DuPage 2011 — 2013
Associate of Arts and Sciences (AAS), Management
The American College
Finance and Financial Management Services
Lincoln Financial Group April 2008 - Present
State Farm Insurance Company June 2006 - April 2008
Mutual of America February 2004 - June 2006
Allstate Financial Services, LLC April 2003 - February 2004
US Bancorp November 2000 - April 2003
Merrill Lynch February 2000 - November 2000
The Meyers Group Research Analyst June 1999 - February 2000
Skills
Retirement Planning, Life Insurance, Estate Planning, Fixed Annuities, Mutual Funds, Retirement, Investments, Insurance, Financial Advisory, Financial Services, Variable Annuities, Disability Insurance, Banking, Pensions, Sales, Loans, Defined Benefit, Health Insurance, Series 7, 401k, Wealth Accumulation, Wealth Management, Series 63, CFP®, MBA, Underwriting
Education
University of Phoenix 2000 — 2002
MBA, Business
California State University-Chico 1986 — 1999
Bachelor of Science Business Administration, Financial Services
Allstate October 2015 - Present
Allstate Financial Services, LLC August 2015 - Present
Allstate Benefits January 2014 - January 2015
Doctor's Financial Network May 2009 - December 2013
Skills
Insurance, Life Insurance, Disability Insurance, Customer Service, Underwriting, Term Life Insurance, Voluntary Employee..., Voluntary Products, Accident Insurance, Dental Insurance, Vision Insurance, Cancer Insurance, Critical Illness..., Universal Life Insurance, Group Voluntary Products, Individual Workplace..., Universal Life, Long-term Care, Long Term Care Insurance, Critical Illness, Health Insurance, Sales, Commercial Insurance, Fixed Annuities, Leadership
Education
Boston College 1996 — 2000
Bachelor of Arts, English
Baker College November 2014 - Present
Genesys Athletic Club September 2010 - Present
Allstate Financial Services, LLC June 2013 - August 2014
Unified Staffing, inc August 2010 - May 2013
Skills
Social Media, Interviews, Administration, Onboarding, New Hire Orientations, Networking, Program Management, Data Entry, Human Resources, Administrative..., Training, Temporary Placement, Databases, Invoicing, Office Management, Administrative..., Customer Service, Sales, Microsoft Excel, PowerPoint, Management, Microsoft Office, Microsoft Word
Education
Baker College of Flint 2005 — 2007
Medical Transcription
Allstate Financial Services, LLC August 2007 - Present
Allstate April 2007 - Present
Southern Farm Bureau May 2002 - February 2007
Skills
Insurance, Property, Commercial Insurance, Umbrella Insurance, Homeowners, Customer Service, Team Building, Renters, Leadership, Public Speaking, Property & Casualty..., Workers Compensation, Casualty, Small Business, Term Life Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Whole Life, Liability, Long-term Care, Commercial Lines, Employee Benefits, General Insurance, Flood Insurance, IRAs, Inland Marine, Licensed Property &..., Long Term Care Insurance, Retirement Planning, Sales, Series 6, Series 63, Universal Life, Variable Annuities, Marine Insurance, Property, RV, Health Insurance, Casualty Insurance
Education
The American College 2003 — 2006
CLU Designation, Insurance
Delta State University 1998 — 2000
MBA, Business Management
Delta State University 1994 — 1998
BBA, Insurance and Real Estate
Allstate Financial Services, LLC April 2015 - Present
Capital Insurance Group October 2011 - December 2014
AAA 2000 - 2002
Smith and Associates 1998 - 1999
Skills
Teaching, Social Media, Marketing Strategy, Public Relations, Customer Service, Clerical Work, Event Management, PTO, Management, Claims Investigations, Workers' Compensation..., Public Speaking, Microsoft Word, Strategic Planning, Claim Investigation, Event Planning, Insurance
Education
California State University-East Bay 1991 — 1997
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
Monterey High 1984 — 1988
Spikes Beach Bar and Grill Store SupervisorSUPER SAVERMay 2009 - Present
Allstate Financial Services, LLC April 2008 - Present
Skills
Sports Marketing, Sports Management, PowerPoint, Customer Service, Public Speaking, Microsoft Excel, Sports, Social Media, Event Planning, Microsoft Word
Education
Cloud County Community College 1990 — 1992
Associate's degree, Business Administration and Management, General
Allstate Financial Services, LLC August 2002 - Present
Education
Bowie State University 1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Computer Technology/Computer Systems Technology
Allstate Financial Services, LLC May 2014 - Present
Allstate Financial Services, LLC May 2014 - Present
Allstate August 2013 - May 2014
Allstate November 2007 - August 2013
Allstate March 2006 - November 2007
Skills
Property & Casualty..., Insurance, General Insurance, Commercial Insurance, Life Insurance, Term Life Insurance, Umbrella Insurance, Casualty, Disability Insurance, Underwriting, Liability, Sales, Sales Management, Sales Management..., Corporate Education, Employee Training, Staff Retention, Event Planning, Coaching, Call Centers, Leadership Development, Compliance, Customer Experience, Customer Satisfaction, Customer Service, Customer Engagement, Employee Engagement
Education
College of DuPage
Business Administration and Management, General
Chavez Insurance Svc September 2012 - Present
Allstate Financial Services, LLC August 1997 - Present
Skills
Insurance, Claim, Budgets, Fixed Annuities, Life Insurance, Property & Casualty..., Commercial Insurance, Term Life Insurance, Disability Insurance, Retirement, Long-term Care, IRAs, Mutual Funds, Strategic Financial..., Underwriting, Series 63, Investments, Health Insurance, Series 6
Education
University of Phoenix 2007 — 2010
Bachelor of Business Administration (BBA)
College of Southern Nevada 2008 — 2009
Associate's degree, Criminal Justice/Police Science
Allstate Financial Services, LLC August 2012 - Present
Allstate Financial Services, LLC August 2012 - Present
Skills
Process Improvement, Insurance, Financial Services, Customer Service, Call Centers, Banking, Risk Management, Customer Experience, Relationship Management, CRM, Leadership, Customer Satisfaction, Business Analysis, Team Building, Finance, Sales, Sales Management, Vendor Management, Management
Education
Newbridge College-Santa Ana 2009 — 2011
Medical Diagnostics Sonographer
Allstate Life and Retirement June 2006 - Present
Allstate Financial Services, LLC May 2004 - June 2006
First Midwest Bank August 1990 - December 1996
Skills
Call Centers, Insurance, Life Insurance, Process Improvement, Relationship Management, Time Management, Call Center, Leadership, Management, Employee Benefits, Change Management, Sales Management, Team Leadership, Training, Risk Management, Banking, Customer Service
Education
Columbia College
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.75
Webster University
Master in Business Administration (MBA), Business Administration and Management
Allstate Financial Services, LLC September 2014 - Present
Northwestern Mutual October 2011 - May 2013
Boy Scouts of America 1998 - 2012
Skills
Insurance, Investments, Asset, Long Term Care, Retirement, Disability Insurance, Wealth Accumulation, Wealth, Funding, Financial Planning, Estate Planning, Employee Benefits, Finance, Long-term Care, Analysis, Microsoft Excel, Life Insurance, Retirement Planning, Strategic Financial..., Long Term Care Insurance, Portfolio Management, Fixed Annuities, Leadership
Education
East Carolina University 1993 — 1996
BSW, Social Work
California State University-Northridge 1987 — 1988
Psychology
Pierce College 1984 — 1987
AA, Psychology
EL Consulting Services, LLC dba Financial Partners Consulting Group March 2012 - Present
Allstate Financial Services, LLC May 2012 - Present
MetLife April 2006 - March 2012
Chase Financial Services January 2005 - December 2005
Skills
Individual and business..., Retirement, Insurance, Fixed Annuities, Retirement Planning, Life Insurance, Financial Services, Investments, Finance, Securities, Sales, Employee Benefits, Leadership
Education
Benedictine University 1985 — 1989
Master of Science (M.S.), Management and Organizational Behavior, 3.5
Drake University 1976 — 1980
Bachelor of Arts (B.A.), Economics and Business, 3.0
Allstate Financial Services, LLC April 2011 - Present
Skills
Risk Management, Insurance, Customer Service
Education
Arizona State University 2004 — 2007
Bachelor of Science (B.S.), Justice Studies
Panther Premium Logistics January 2015 - Present
Peoples Services, Inc. November 2013 - January 2015
Allstate Financial Services, LLC January 2013 - November 2013
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, QuickBooks, Bookkeeping, ITIL Process, Peachtree, Corporate Finance, Account Management, Operations Management, Cross-functional Team..., Finance, Management, Leadership, Cash Flow, Account Reconciliation, Financial Statements, Internal Audit
Education
Kent State University 2009 — 2014
Bachelor of Business Administration (BBA), Accounting
Cleveland State University 2007 — 2009
Electrical and Electronics Engineering
Allstate Financial Services, LLC July 2015 - Present
Allstate July 2014 - July 2015
American College of Prosthodontists May 2013 - March 2014
PUBLIC Chicago Hotel - Ian Schrager company April 2013 - August 2013
PUBLIC Chicago Hotel - Ian Schrager company September 2012 - February 2013
H&M June 2011 - December 2012
Hospitality Leadership International Business Seminar June 2012 - July 2012
PUBLIC Chicago Hotel - Ian Schrager company March 2012 - April 2012
Skills
Microsoft Office, Customer Service, Social Media, Event Management, Hospitality, Time Management, Event Planning, Human Resources, Hotels, Sales, Microsoft Excel, Leadership, PowerPoint, Microsoft Word
Education
DePaul University 2010 — 2014
Bachelor of Science (BS), Finance and Hospitality Leadership, Specializing in Revenue Management, Senior
Allstate Financial Services, LLC March 2015 - Present
NTA Life August 2014 - March 2015
Gables Residential December 2013 - August 2014
Gables Residential December 2012 - November 2013
Gables Residential April 2012 - December 2012
Serendipity Wine Imports August 2009 - March 2010
The Grove Wine Bar and Kitchen December 2007 - July 2009
Third Base Sports Bar December 2006 - December 2007
Skills
Food, Wine Tasting, Sales Management, Advertising, Marketing Strategy, Team Building, Sales, Customer Service, Marketing, Event Planning, Web Design, Inventory Management, Retail, Hospitality, Account Management, Social Media, Social Media Marketing, Event Management, Facebook, Wine, Customer Satisfaction, Public Relations, Email Marketing, Budgets, Salesforce.com
Education
Austin Community College 2008 — 2010
Undergrade, Marketing
Allstate Financial Services, LLC January 2014 - Present
Foundation Financial Group May 2013 - January 2014
La Bodega 2005 - 2005
La Bodega 2005 - 2005
La Bodega 2005 - 2005
La Bodega 2005 - 2005
Us army 1999 - 2003
Skills
Marketing Strategy, Direct Marketing, Marketing Communications, Community Organizing, Customer Service, Property, Sales, Team Building, Insurance, Life Insurance, Commercial Insurance, Event Planning, Health Insurance, Small Business, Term Life Insurance, Marketing, Management, Social Media, Sales Management, Time Management, Property & Casualty..., General Insurance
Education
Brown College
Computer Science
Allstate Financial Services, LLC February 2014 - Present
Mercer March 2012 - May 2013
Cbeyond October 2010 - February 2012
Skills
Employee Benefits, Insurance, Account Management, Microsoft Word, Analysis, Process Improvement, Data Analysis, Management, Public Speaking
Education
Birmingham-Southern College 2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General
Catholic High School
St. Thomas More
LPL Financial / IFP/ Callahan Wealth Management and Insurance Services August 2015 - Present
Allstate Financial Services LLC February 2009 - August 2015
Merrill Lynch 2008 - 2009
Fremont Investment and Loan 2004 - 2007
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Disability Insurance, Mortgage Lending, Cold Calling, Residential Mortgages, Financial Modeling, Sales, Investments, Finance
Education
California State University-Sacramento 1993 — 1996
BS, Exercise Science / Kinesiology
Cosumnes River College 1989 — 1991
Allstate Financial Services, LLC February 2013 - Present
Edward Jones Imvestments June 2008 - October 2011
Education
The College of William and Mary 1995 — 1997
MBA, Finance
Christopher Newport University 1985 — 1992
BSBA Management, Finance
The Apprentice School 1987 — 1991
Advance Apprenticeship, Sheetmetal Worker
Spencer Reed Group, LLC August 2015 - Present
Allstate Financial Services, LLC March 2013 - July 2015
American Marketing Association September 2014 - May 2015
California State University, Long Beach January 2014 - May 2014
Skills
Marketing Communications, Written & Verbal..., Time Management, Employee Training, Non-profit Volunteer, Teamwork, Leadership, Organizational Behavior, Organization, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Spreadsheets, Spanish-speaking, English, Reading, Appointment Scheduling, Meeting Planning, Event Planning, Management, Spanish
Education
California State University-Long Beach 2010 — 2015
Bachelor’s Degree, Business Administration - Marketing
Allstate Financial Services, LLC September 2013 - Present
Mutual of America May 2009 - Present
Hartford June 2006 - January 2009
Skills
401k, Series 6, Defined Benefit, Annuities, Retirement, Series 7, Defined Contribution...
Education
American University
Masters Degree
Northeastern University
B.S.
Allstate Financial Services, LLC April 2015 - Present
Ameriprise Financial Services, Inc. - AGP Wealth Advisors March 2015 - March 2015
Ameriprise Financial Services, Inc. - AGP Wealth Advisors January 2012 - February 2015
Ameriprise Financial Services, Inc. September 1993 - December 2011
Consolidated Financial Services, Inc. October 1983 - August 1993
Education
Brigham Young University 1977 — 1980
BS, Finance
Ricks College 1973 — 1973
Allstate Financial Services, LLC August 2014 - Present
Fort Mill Hyundai July 2013 - July 2014
AAA Carolinas November 2012 - July 2013
Bob Mayberry Hyundai June 2012 - November 2012
Parts-Trader.com April 2011 - May 2012
TBC Retail Group August 2008 - April 2011
2008 Project:Auto Salon LLC September 2004 - September 2008
Shapiro & Ingle January 2004 - September 2004
2003- 2004 National Tire and Battery September 2002 - December 2003
Teph Seal January 2001 - August 2002
Skills
Customer Relations, Customer Service, Inventory Management, Sales, Retail, Sales Operations, Profit, Customer Retention, Management, Sales Management, Customer Satisfaction, New Business Development, Automotive, Pricing, Inventory Control, Automotive Aftermarket, Marketing, Online Marketing, Motorsports, E-commerce, Automobile, Leadership, CRM
Education
Northwest High School (CMS Magnet School) 1997 — 2001
High School Diploma, Business / Theater
Central Piedmont Community College 2001 — 2003
n.a, Business Admin. / Auto Engineering
2011 Dale Carnegie 2011 — 2011
How to Win Friends & Influence People & Interpersonal Development
Connecticut School of Broadcasting
Radio and Television Broadcasting
Agency Owner, Brightway Insurance January 2015 - Present
Allstate Financial Services, LLC September 2014 - January 2015
Merrill Edge October 2011 - October 2013
Skills
Series 7, Uniform Combined State..., Wealth Management, Financial Planning, Financial Analysis, Accounting, Fixed Annuities, Investment Advisory, Series 66, Philanthropy, Life Insurance, Variable Annuities, Futures, Wrap Accounts, Commodity Markets
Education
Boston University 2012 — 2013
Financial Planning Certificate
Liberty University 2007 — 2009
Master of Divinity, Theology
Luther Rice University 2004 — 2007
Master of Arts, Leadership
Florida State University 1998 — 2002
Bachelor, Multi-National Business Operations.
Freelance August 2014 - Present
ADM Productions August 2013 - August 2014
Techne Multimedia June 2012 - May 2014
Mark Seliger Photography March 2013 - August 2013
REI October 2011 - March 2013
Hunter College September 2008 - March 2013
Allstate Financial Services, LLC September 2003 - October 2010
Skills
Video Editing, Editing, Film Production, Social Media, Video Production, Screenwriting, Editorial, Facebook, Blogging, Creative Writing, Research, Post Production, Writing, News Writing, Pre-production, Office Administration, Administrative..., Production Assistance, Travel Arrangements, Call Sheets, Production Coordination, Technical Assistance, Contract Negotiation, Budgets, Budget Monitoring, Budget Management, Strategic Hiring, Hiring Crew, Trend Research, Market Research, Design Research, Sourcing, Location Scouting, Location Management, Permit Applications, Permit Compliance, Photography, Photo Shoot Production, Editorial Photography, Experiential Events, Microsoft Office, Photoshop, Film
Education
Hunter College
Bachelor's degree, English Language and Literature/Letters
Isagenix September 2013 - Present
Allstate Financial Services, LLC 2013 - December 2014
Isagenix 2014 - 2014
Isagenix 2014 - 2014
Isagenix 2014 - 2014
Aflac 2011 - 2013
Skills
Shaking hands and..., Sales, Insurance, Investments, Employee Benefits, Life Insurance, Marketing, Disability Insurance, Social Networking, Term Life Insurance, Leadership, Customer Service, Marketing Strategy, Business Development
Education
Appalachian State University 1992 — 1994
Fishburne Military Academy 1990 — 1992
Navy/Marine Corps JROTC/ROTC / College Prep
Roanoke Rapids High School 1988 — 1990
9th-10th
Allstate Financial Services, LLC February 2012 - Present
Allstate October 1996 - January 2012
Skills
Insurance, Underwriting, Customer Service, Compliance, Office Administration
Education
College of Lake County 2007 — 2009
Bachelor of Arts
Levy Financial Group February 2014 - Present
Allstate Financial Services, LLC June 2013 - February 2014
MetLife June 2010 - June 2013
John Hancock Financial Network October 2006 - June 2010
Skills
Financial Services, Insurance, Disability Insurance, Long-term Care, 401k Rollovers, Risk Management, Variable Annuities, Traditional IRA, Equity Indexed Annuities, Guaranteed Lifetime..., Permanent Life Insurance, Buy-Sell, Protection..., Financial Analysis, Retirement, College Savings Plans, Wealth Accumulation, Financial Advisory, Sales, Series 63, Wealth Management, IRAs, Pensions, Investments
Education
The American College 2008 — 2012
ChFC, Chartered Financial Consultant
Clemson University 2002 — 2006
Bachelor of Science, Accounting, Cum Laude
Allstate Financial Services, LLC January 2006 - March 2014
Paul Mutch Music January 1977 - February 2014
Self Employed/Independent Broker Dealers October 1997 - June 2000
Morgan Stanley April 1993 - October 1997
Skills
Insurance, Life Insurance, Asset Management, Series 63, Portfolio Management, Fixed Annuities, Retirement, Series 7, Mutual Funds, Retirement Planning, Sales, Building Relationships, Strategic Financial..., Portfolio Performance..., New Business Development, Management, Consultative Sales..., Financial Instruments, Prospecting Skills, Cross Selling, Market Analysis, Investor Relations, Securities, Finance, Employee Benefits, Investments, Business Retirement..., Series 6 & 63, Life &..., Exceptional Communicator, Financial Services, Public Speaking
Education
Central Washington University 1978 — 1981
Music Education/Performance
Marylhurst/Portland CC 1991 — 1992
Marketing and Business
University of Oregon 2014 — 2015
Social Sciences w/Business emphasis
Allstate Financial Services, LLC November 1982 - Present
Southwestern Company May 1977 - August 1981
Skills
Insurance, Fixed Annuities, Disability Insurance, IRAs, Term Life Insurance, Life Insurance, Long-term Care, Retirement, Universal Life, Retirement Planning, Health Insurance, Employee Benefits, Property & Casualty..., Whole Life, Small Business, Commercial Insurance, Umbrella Insurance, Long Term Care Insurance, Mutual Funds, Estate Planning, 401k, Renters, Financial Planners, Homeowners, Casualty, Claim, General Insurance, Legal Liability, Liability, Underwriting, Brokers, Workers Compensation, Marine Insurance, Motorcycle, Critical Illness, Accident
Education
College for Financial Planning 2007 — 2007
Master's Degree, CRPC - Chartered Retirement Planning Counselor
Ball State University - College of Business 1977 — 1981
BS, Marketing
Marion High School 1972 — 1976
Allstate Financial Services, LLC January 2014 - Present
Allstate Financial May 2013 - December 2013
Allstate Financial January 2005 - June 2013
Allstate Financial 2001 - 2004
Allstate 1999 - 2001
Allstate 1995 - 1999
AXA Equitable 1992 - 1995
L'Express Airlines 1988 - 1992
Skills
Property & Casualty..., Insurance, Fixed Annuities, Income Protection, Long-term Care, Series 6, Health Insurance, Disability Insurance, Term Life Insurance, Life Insurance, Series 24, Series 66, Series 51, Series 62, Series 63, Long Term Care Insurance, Estate Planning, Business Continuity..., Small Business..., Retirement Planning, Retirement, IRAs, Variable Annuities, Whole Life, Universal Life, Mutual Funds, Financial Planners, Homeowners, Critical Illness, Umbrella Insurance, FINRA, Wealth Management, 401k, Wealth Accumulation, Liability, Legal Liability, Strategic Financial..., General Insurance, Underwriting, Investments, Uniform Combined State..., Finance, Permanent Life Insurance, Series 7, Roth IRA, Accident, Securities, Financial Services, Employee Benefits, Commercial Insurance
Education
United States Military Academy at West Point
Organizational Leadership
Yale University - Yale School of Management
Educational Leadership and Administration, General
College for Financial Planning
Certified Retirement Planning Counselor
Vanderbilt University - Owen Graduate School of Management
Executive Leadership
Bocrie Johnson insurance agency December 2014 - Present
Allstate Financial Services, LLC December 2009 - Present
Numismatic Guaranty Corporation, Sarasota, FL May 2007 - December 2009
Skills
Insurance, Operations Management, Customer Service, Management, Employee Benefits, Sales, Training, Employee Relations, Employee Training, Human Resources, Outlook, Marketing, Teamwork, Onboarding, Commercial Insurance, General Insurance, Life Insurance, Property
Education
Christopher Newport University
Ferguson High School
Allstate Financial Services, LLC February 2014 - Present
Pelican Sports Center March 2010 - February 2014
Skills
Microsoft Office, Microsoft Word, Customer Service, Leadership, Social Networking, Time Management, Sales, Marketing, Insurance, PowerPoint, Facebook, Public Speaking, Event Planning
Education
County College of Morris 2009 — 2014
Associate's degree, Business Administration and Management, General
Morris Knolls High School 2005 — 2009
High School Diploma, General Education
Critical Transitions Wealth Advisors January 2015 - Present
Boan Financial Group August 2012 - January 2015
LPL Financial 2012 - 2014
LPL Financial 2012 - 2014
Wachovia Securities, Wells Fargo Advisors, LLC April 2008 - August 2012
WHM Capital Advisors, LLC February 2007 - March 2008
Allstate Financial Services LLC November 2005 - January 2007
Robinson Humphrey, a predecessor firm of Morgan Stanley Smith Barney June 1998 - November 2005
Skills
LPL Financial, Investment Advisor, Retirement Planning, Women Business Owners, Business Issues, Female Retirement..., Wealth Advisor, Financial Advisor, Strategic Financial..., Investment and Planning..., Investment Management, Endowments, Estate Planning, Foundations, Personalized Investment..., Company Retirement Plans, South Carolina, Portfolio Management, Taxes, Education
Education
Presbyterian College 1989 — 1992
BS, Psychology
Chapin High School
Columbia International University
Graduate Work
Allstate Financial Services, LLC November 2013 - Present
Weichert, Realtors May 2014 - Present
Blu Kanvas January 2011 - October 2013
Skills
Property & Casualty..., National Association of..., Life Insurance, Health Insurance
Education
Art Center College of Design
Bachelor of Fine Arts (BFA), Art History, Criticism and Conservation
Rutgers University-New Brunswick
Allstate Financial Services, LLC September 1992 - Present
Allstate Financial Services, LLC September 1992 - Present
Allstate September 1992 - Present
Alltate Insurance Comapany September 1992 - Present
Skills
Fixed Annuities, Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Retirement Planning, Retirement, Long-term Care, IRAs, Long Term Care Insurance, Property & Casualty..., Whole Life, Mutual Funds, Health Insurance, Series 6
Education
Aquinas College
Business Administration and Management, General and Spanish
Allstate Financial Services, LLC November 2008 - Present
Allstate Financial Services, LLC February 2007 - November 2008
Allstate Financial Services, LLC May 2003 - February 2007
Zurich North America February 2003 - August 2003
American Express November 1999 - February 2003
BNY Mellon June 1995 - November 1999
Skills
Outlook, Windows, Insurance, Customer Service, SDLC, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Business Analysis
Education
DeVry University 1998 — 1999
Liberal Arts, Information Technology
City Colleges of Chicago-Wilbur Wright College 1997 — 1998
Powell Fikes Allstate Agency September 2015 - Present
Allstate Financial Services, LLC July 2014 - August 2015
AIG Financial Network February 2012 - July 2014
RadiciSpandex August 1998 - January 2012
Skills
Financial Projection, Disability Insurance, Fixed Annuities, Term Life Insurance, Whole Life, Life Insurance, Universal Life, Retirement Planning, Long-term Care, Employee Benefits, Retirement, Critical Illness, Mutual Funds, IRAs, Variable Annuities, Series 6, Investments, 401k, Series 63, Group Insurance, Health Insurance
Education
Colorado Technical University-Online 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General
Tuscaloosa County High 1993 — 1995
Adanced Diploma
Allstate Financial Services, LLC January 2015 - Present
Allstate Financial Services March 2014 - December 2014
Allstate Financial Services May 2009 - 2014
BNI January 2010 - December 2010
NAIFA 1981 - 2010
MetLife August 2005 - February 2007
MetLife August 2003 - August 2005
New York Life May 2001 - August 2003
Prudential Insurance February 1980 - December 2000
Prudential Financial 1980 - 2000
Skills
Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Retirement, IRAs, Retirement Planning, Strategic Financial..., Health Insurance, Financial Services, Mutual Funds, Employee Benefits, Recruiting, Long Term Care Insurance, Property & Casualty..., Series 6, Whole Life, Commercial Insurance, Investments, Series 7, Series 63, Universal Life, 401k, Estate Planning, Variable Annuities, 401k Rollovers, Wealth Accumulation, Roth IRA
Education
City University of New York-Herbert H. Lehman College 1975 — 1977
MS, Education
Iona College 1970 — 1974
BA, Sociology
Cardinal Spellman High School 1966 — 1970
High School, General
State Farm August 2015 - Present
Interim HealthCare May 2015 - May 2015
Home September 2014 - May 2015
Innovative Laser Institute May 2014 - September 2014
Ellie Mae June 2013 - December 2013
Mortech, a Zillow business April 2012 - May 2013
Dell October 2011 - February 2012
Nelnet Business Solutions December 2009 - March 2011
Allstate Financial Services, LLC June 2007 - April 2009
Skills
Social Media, PowerPoint, Microsoft Office, Customer Service, Research, Public Speaking, Outlook, Social Media Marketing, Marketing, Microsoft Excel, Data Analysis, Strategic Planning, Project Management, Microsoft Word, Mortgage Lending, Team Building, Call Centers, Sales, Process Improvement, Credit, Banking, Software Documentation, Leadership, Training, Budgets, Finance, Salesforce.com, Risk Management, Mortgage Banking, Loans, Access, Customer Satisfaction, Insurance, Data Entry, Time Management, Consumer Lending, Real Estate
Education
College of Hair Design 2002 — 2004
State barbering license, Cosmetology, Barber/Styling, and Nail Instructor
Northeast high school 1998 — 2002
Diploma, High School/Secondary Diplomas and Certificates
Allstate Financial Services, LLC July 2010 - Present
United States Coast Guard Academy January 2001 - Present
The National Collegiate Boxing Association April 2007 - Present
ING March 2009 - July 2010
Integrity Life Insurance Company November 2004 - January 2009
Prudential / American Skandia January 2001 - July 2004
Skills
Account Management, Marketing Strategy, Sales, Mutual Funds, Retirement, Selling, Sales Operations, Fixed Annuities, Coaching, Investments, Training, Negotiation, Alternative Investments, Life Insurance
Education
Central Connecticut State University 1988 — 1992
Economics
Central Connecticut State University 1987 — 1992
Economics
Allstate Financial Services, LLC January 2000 - Present
Allstate Insurance Company 1990 - Present
Allstate 1989 - Present
Skills
Insurance, Property & Casualty..., Leadership, Commercial Insurance, Health Insurance, Sales, Life Insurance, Term Life Insurance, Sales Management, Recruiting, Fixed Annuities, Casualty, Agents, Variable Annuities, Variable Life, Mutual Funds
Education
Arizona State University 1973 — 1977
BS, Business
Allstate Financial Services, LLC June 2012 - Present
NBDC Financial Services September 2008 - December 2012
Money Train on WIOX 91.3 FM October 2010 - April 2012
Ameriprise Financial Services, Inc. June 2002 - September 2008
UBS January 2006 - February 2006
Skills
Investments, Small Business, Financial Services, Retirement, Finance, Personal Finance, Wealth, Series 7, Fixed Annuities, Mutual Funds, IRAs, High Net Worth..., Start-ups, Portfolio Management, Management, Wealth Accumulation, Investment Strategies, 401k, Asset Allocation, Series 63, Insurance, Asset Management, Life Insurance, Securities, Alternative Investments, Risk Management, Disability Insurance, Building Business..., Program Management, Long-term Care, Uniform Combined State..., Investment Management, 401k Rollovers, Pensions, ETFs, Roth IRA, Bank Investment Programs
Education
State University of New York Empire State College 2007 — 2010
MBA, Business Administration
Keuka College 2004 — 2006
Bachelors, Management with Concentration in Entrepreneurship
Alfred State College - SUNY College of Technology 2002 — 2004
Associates, Banking and Financial Services
Stamford Central School 1999 — 2002
American Family Insurance January 2014 - Present
COUNTRY Financial July 2010 - Present
Combined Insurance October 2013 - December 2013
Allstate Financial Services, LLC April 2012 - October 2013
The Ralston Group January 2010 - August 2010
MetLife July 2004 - October 2009
Aon 1975 - 2000
Skills
Sales Management, Commercial Insurance, Health Insurance, Insurance Planning, Sales Skills Training, Leadership Development, Educational Leadership, Teaching Skills, Series 6, Series 63, Property & Casualty..., Retirement, Insurance, Teaching, Fixed Annuities, IRAs, Selling Skills, Long-term Care, Disability Insurance, Life Insurance, Training, Sales, Financial Planners, Long Term Care Insurance, Whole Life, Universal Life, Term Life Insurance, Roth IRA
Education
Illinois State Board of Education 2000 — 2000
Teaching Certificate Type 09 (Secondary)
California State University-Long Beach 1968 — 1974
BA, Politcal Science
Golden West College 1966 — 1968
A.A., Political Science
Kalani College Prep 1965 — 1966
High School Diploma
Metlife Premier Client Group August 2015 - Present
Allstate Financial Services, LLC July 2014 - August 2015
JPMorgan Chase July 2013 - June 2014
JPMorgan Chase May 2012 - June 2013
J.P. Morgan Chase January 2011 - May 2012
Scottrade May 2010 - May 2011
Skills
Banking, Loans, Series 63, Series 7, Credit, Securities, Financial Services, Mutual Funds, Wealth Management
Education
Butler University
Finance Degree, Finance
Michele Rohde International/Owner December 2014 - Present
Rohde Financial Group, a financial advisory practice of Ameriprise Financial Services, Inc. June 2013 - Present
Edward Jones July 2006 - June 2013
Farmers Insurance July 2003 - July 2006
Allstate Financial Services, LLC June 2000 - June 2003
Skills
Coaching, Business, Professional Services, Goal setting, Motivational coaching, Business Strategy, Business Transformation, Action Plan Creation, Achieving Measurable..., Customer Service, Event Planning, Leadership, Management, Marketing, Microsoft Office, Public Relations, Public Speaking, Social Media Marketing, Strategic Planning, Team Building
Education
Holistic MBA 2015 — 2015
Transformational Coaching Method (TCM) Certified
College for Financial Planning 2010 — 2010
AAMS
University of Houston-Victoria 2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General
Stroman High School 1995 — 1999
Graduated Summa Cum Laude/ # 7 in class
Allstate Financial Services, LLC January 2013 - Present
Staples September 2009 - February 2014
Skills
Call Centers, Insurance, Customer Service, Financial Services, Life Insurance, Customer Experience, Customer Satisfaction, Investments, Sales, Retail
Education
Medvance Institute-West Palm 2008 — 2009
MassMutual Financial Group February 2014 - Present
Orlowski & Co. 2008 - Present
Allstate Financial Services, LLC 2013 - 2014
HSBC 2011 - 2012
New York Life Insurance Company 2009 - 2011
Orlowski Financial Counsel, LLC 2008 - 2010
Fidelity Investments 1999 - 2008
Quick & Reilly 1997 - 1998
Skills
Retirement Planning, Investments, Estate Planning, Risk Management, Managed Funds, Wealth Management, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Investment Strategies, Fixed Annuities, Securities, Financial Markets, Equity Research, Trading, Fixed Income, Financial Services, Bonds, Finance, Asset Management, Alternative Investments, ETFs, Equities, Emerging Markets, Valuation, Hedge Funds, Investment Management, Retirement, Strategic Financial..., Capital Markets, Series 63, Options, Bloomberg, Financial Advisory, FINRA, Equity Trading, Wealth, 401k, IRAs, Stocks, Wealth Management..., Investor Relations, Certified Financial..., Derivatives, Personal Finance, Financial Planners, Relationship Management, Life Insurance
Education
Stockton University 1989 — 1991
Bachelor of Science, Finance
County College of Morris 1987 — 1989
Associate of Science (A.S.), Business Administration and Management, General
Target August 2000 - April 2012
Allstate Financial Services, LLC July 1996 - August 2000
Skills
Small Business, New Business Development, Marketing Strategy, Customer Service, Strategic Planning, Team Building, Marketing, Business Strategy, Negotiation, Sales, Human Resources
Education
Ashworth University 2008 — 2012
Bachelor's Degree, Business Administration and Management, General
University of Phoenix 2006 — 2008
Business Administration and Human Resource Management
CARMEL INTERNATIONAL FILM FESTIVAL September 2015 - Present
Allstate Financial Services, LLC December 2014 - Present
968 Park Hotel February 2012 - April 2012
Skippers Bay Lobster Company April 2007 - May 2010
Skills
Operations Management, Microsoft Office, Financial Analysis, Client Coverage, Microsoft Excel, Microsoft Word, Phone Etiquette, Business Ethics, PowerPoint, Computer Maintenance, Strategic Communications, Corporate Social..., Endorsements, Quote Preparation, Policy Analysis, Business Writing, Data Analysis, Competitive Strategies, Educational Leadership
Education
California State University, Monterey Bay 2014 — 2015
Bachelor of Science (BS), Business Administration, Management and Operations, Senior
Mike Russ Financial Training Centers 2014 — 2015
Property and Casualty License
Lake Tahoe Community College 2011 — 2013
Associate of Science (A.S.), Business Administration, Management and Operations
York High School 2005 — 2009
Genesis PURE March 2015 - Present
360 Insurance Company January 2015 - Present
Allstate Financial Services, LLC November 2012 - December 2014
Rick Granger Allstate Agency November 2012 - December 2014
Bowie Recources LLC February 2004 - September 2012
Bolinger & Queen Inc February 1996 - February 2004
Skills
Retirement Planning, Fixed Annuities, Insurance, Investments, Life Insurance, Retirement, Strategic Financial..., Term Life Insurance, Mutual Funds, Disability Insurance, Long-term Care, Estate Planning, Long Term Care Insurance, 401k, IRAs, Customer Service, Sales, Small Business, Team Building, Strategic Planning
Education
San Juan Basin Technical College 1999 — 2000
Agricultural Business and Management
USI Insurance Services April 2015 - Present
AAA October 2013 - March 2015
Allstate Financial Services, LLC May 2013 - September 2013
Business Information Solutions, Inc. July 2012 - May 2013
The Kreller Business Information Group August 2010 - July 2012
Education
Cornell University 2011 — 2011
Certificate of Study, Financial Statement Analysis
Canisius College 1995 — 1999
Bachelor of Arts (B.A.), English Literature
Hondros College
Allstate Financial Services, LLC 2002 - 2015
MTL Equity Products, Inc. 1998 - 2002
Skills
Series 24, Series 53, Series 7, Series 6, Series 63, Life, Accident, Health..., Financial Services
Education
City Colleges of Chicago-Wilbur Wright College
Allstate Financial Services, LLC February 2015 - May 2015
Fishbone Solutions September 2013 - August 2014
Team Industrial Services June 2013 - September 2013
S & S Sprinkler January 2011 - January 2012
EMS, USA 2004 - 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, English, Windows, AutoCAD, Team Leadership, Time Management, Outlook, Teamwork, Data Entry, SAP, Telephone Skills, Windows 7, Spreadsheets, Access, QuickBooks, Office Administration, Document Management, Blueprint Reading, Administrative..., Office Management, Piping, Oil, Petrochemical, Refinery, Pipelines, Industrial Safety, Construction, Oil/Gas, Construction Safety, Petroleum, SharePoint
Education
Faris Computer School Inc 2014 — 2015
Administrative Assistant, Business Administration, Management and Operations
Allstate Financial Services, LLC January 2008 - Present
CVS Health 2005 - 2010
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor's Degree
Mike Ross
license of p&c and Life & Health, Insurance
DEAN BENNETT Insurance & Financial Services, Inc. March 1983 - Present
Allstate Financial Services, LLC 2010 - 2015
Principal Financial Group January 1989 - December 2008
USMC June 1970 - March 1983
Skills
Insurance, Investments, Financial Planning, Public Speaking, Securities, Sales Management, Mentoring, Team Building, Business Planning, Succession Planning, Change Management, Leadership Development, Management Consulting
Education
The American College 1999 — 2002
CFP, Financial Planning and Services
California State University-Long Beach 1975 — 1977
BA, Dean's List
Baxalta, Inc. May 2015 - July 2015
ICM Document Solutions January 2015 - April 2015
Employees Life Company Mutual May 2014 - January 2015
Medline Industries, Inc. May 2014 - May 2014
Preserve at Osprey Lake May 2011 - February 2012
Abbott Lab June 2007 - April 2011
Protective Life April 2010 - August 2010
Allstate Financial Services, LLC June 2006 - December 2008
Skills
Data Entry, Administrative..., Customer Service, Insurance, Finance, Lotus Notes, Outlook, Access, Administration, QuickBooks, Microsoft Word, Microsoft Excel, Microsoft Office, Human Resources
Education
Computer Systems Institute 2009 — 2010
Certification-Diploma, Business, 0
NCCHS 2001 — 2005
Diploma, Small Business Administration/Management, 9-12
Allstate Financial Services, LLC 2013 - Present
Aflac 2012 - 2013
Skills
Long-term Care, Retirement, Entrepreneurship, Fixed Annuities, Small Business, Disability Insurance, Finance, 401k, Financial Literacy..., Life & Long Term Care...
Education
Adelphi University 1982 — 1985
Undergrad, Business Management
NYS Life & Health, CLTC, NYS Partnership Certified, IARFC
Allstate Financial Services, LLC July 2015 - Present
Terwilliger Insurance Agency December 2000 - Present
Terwilliger Insurance Agency June 1999 - Present
Terwilliger Insurance Agency June 1998 - Present
Terwilliger Insurance Agency April 1998 - Present
Sentry Insurance; GE Financial, Genworth Financial 1982 - November 1996
Skills
Health, Annuities, Long Term Care, Health Insurance, Employee Benefits, Long-term Care, Fixed Annuities, Life Insurance, Medicare, Term Life Insurance, Life, Long Term Care,..., Insurance, Long Term Care Insurance, Policy, Small Business, Disability Insurance, Sales Presentations, Sales, Retirement Planning, Property & Casualty..., Team Building, Strategic Planning, Risk Management, Leadership, Training, Finance, 401k, Underwriting, Whole Life, Universal Life, Indexed Annuities, IRAs, Accident, Brokers, Workers Compensation, General Insurance, Commercial Insurance, Liability, Financial Planners, Estate Planning, Investments, Mortgage Lending, Strategic Financial..., Casualty, Financial Risk, Financial Advisory, Critical Illness
Education
State University of New York College at Oswego 1974 — 1976
B.A., Political Science, Social Science-pre law
Corning Community College 1968 — 1970
A.A., Social Science
Williams& Co Financial Services, The Legend Group January 2012 - Present
Allstate Financial Services, LLC June 2007 - November 2011
Fifth Third Bank November 2004 - April 2007
JPMorgan Chase & Co. September 2003 - November 2004
Skills
Business Development, Exceed Sales Goals, Sales Presentations, Sales Management, Retirement Plan..., Sales Coaching, Relationship Management, Territory Management, Consulting, Wealth Management, Portfolio Management, Cross-functional Team..., Wealth Preservation..., Multi-generational..., College Education..., 403 b, Retirement Planning, Pension Funds, Marketing, Mentoring, Wholesale, Account Management, New Business Development, Coaching, Employee Training, Public Speaking, Territory Growth, Team Leadership, Investment Education, Series 7, Series 63, Nonprofits, Series 65, Life Insurance
Education
College for Financial Planning 2009 — 2009
Acreedited Wealth Management Advisor Certification, Wealth management
Western Michigan University 1999 — 2002
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Central Michigan University 1997 — 1999
Central Michigan University
Allstate Financial Services, LLC January 2015 - Present
Country Faire Village Condo Association 2010 - Present
Allstate Financial October 2008 - Present
Allstate Financial Services, LLC March 2005 - October 2008
Allstate Financial Services, LLC January 2002 - March 2005
Skills
Software Project..., SDLC, Requirements Gathering, Requirements Analysis, PMP, Graphic Design, Project Management, Adobe LiveCycle Designer, QuarkXPress, Microsoft Excel, Microsoft Word, Microsoft Office, Management, Visio, Adobe Professional, Organizational Behavior, Learn New Software..., Learning Quickly, Software, LiveCycle Workbench, Contract Manufacturing, SEC filings, SEC, EDGAR filings, Process Improvement
Education
College of Lake County
Western Illinois University
Corvias Military Living, LLC November 2014 - Present
Astra Bank February 2014 - November 2014
Astra BankCHa August 2013 - February 2014
Oak Ridge Animal Center September 2010 - June 2011
Allstate Financial Services, LLC November 2007 - September 2009
Skills
Customer Service, Microsoft Word
Education
Martinsburg Institue 2011 — 2011
Certificate, Medical Billing & Coding
Lincoln East High School 2002 — 2006
High School Diploma, General Studies
Barton County Community College
Sociology
Allstate May 2015 - Present
Allstate Financial Services, LLC April 2013 - Present
Vision Planning Group LLC January 2010 - April 2013
Ameriprise Financial Services, Inc. 2009 - January 2010
Wachovia Wealth Management August 2004 - April 2009
AXA Distributors 2000 - 2004
Skills
Family Planning, Insurance, Investments, Retirement, Financial Planning, Retirement Planning, Investment Advisory, Series 7, Annuities, Wealth Management, Mutual Funds, Asset Allocation, Series 6, Budgeting, Estate Planning, Alternative Investments, Equities, Financial Advisory, Series 63, Securities, 401k, Fixed Annuities, Financial Goals, Loans, Budgets, Strategy, Strategic Financial..., Asset Management, Banking, Finance, Financial Services, IRAs, Life Insurance, Series 65, Variable Annuities, Disability Insurance, Wealth, Term Life Insurance, Whole Life, Underwriting, Bonds, Investment Strategies, Employee Benefits, Personal Finance, ETFs, 401k Rollovers
Education
Bloomfield College 1995 — 2000
BA, Business Management
Hillside High 1992 — 1994
Diploma
Allstate Financial Services, LLC September 2014 - Present
Thrivent Financial for Lutherans July 2004 - April 2014
Thrivent Financial for Lutherans July 1991 - July 2004
Pilgrim Lutheran Church and School June 1981 - June 1991
Osmond Public Schools July 1979 - May 1981
Deshler Lutheran School Association July 1976 - June 1979
St John Lutheran Church July 1974 - June 1976
Skills
Series 7, Series 6, Series 66, Series 63, Risk Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Asset Allocation, Process Improvement, Leadership, Team Building, Retirement Planning, Customer Service, Sales, Training, Financial Recruiting, Professional...
Education
Concordia University-Nebraska 1974 — 1978
Master of Education (M.Ed.), Elementary and Middle School Administration/Principalship
Concordia University, Nebraska 1970 — 1974
Bachelor's Degree, Mathematics
Allstate Financial Services, LLC May 2005 - Present
Skills
Insurance, Disability Insurance, Term Life Insurance, Sales, Fixed Annuities, Long-term Care, Health Insurance, Universal Life, General Insurance, Property & Casualty..., Strategic Planning, Critical Illness, Financial Services, Accident, Mortgage Lending, Life Insurance, Investments, Mutual Funds, Variable Annuities
Education
Escuela Libre de Derecho de Puebla, A.C. 1987 — 1991
Bachelor of Laws (LLB), Law
American School Foundation 1985 — 1987
Allstate Financial Services, LLC December 2011 - Present
Wells Fargo Advisors July 2005 - November 2011
Skills
Negotiation, Community Outreach, Strategic Planning, Customer Service, Microsoft Excel, Research
Education
Baruch College, City University of New York (CUNY)
University of Illinois at Urbana-Champaign
Delta Dental of Illinois April 2014 - July 2015
Allstate Financial Services, LLC November 2010 - April 2014
Mutual Trust Insurance Company June 2000 - October 2010
Prudential Financial June 1993 - August 1996
Skills
Insurance, Life Insurance, Business Analysis, Process Improvement, Risk Management, Underwriting, General Insurance, Financial Services, Mutual Funds, Retirement, Financial Analysis, Financial Planning, Fixed Annuities, Financial Risk, Group Life, National Accounts
Education
DePaul University 2007 — 2010
Bachelor's degree, Business
Morton College 1993 — 1995
Associate's degree, Nursing
Allstate Financial April 2014 - Present
Allstate Financial March 2011 - April 2014
Allstate Financial May 2009 - March 2011
Allstate Financial Services, LLC January 2007 - May 2009
Allstate August 2003 - January 2007
Skills
Fixed Annuities, Series 6, Series 63, Series 7, Retirement, Life Insurance, Retirement Planning
Education
Brigham Young University 1998 — 2001
Bachelors of Science, Exercise Science and Business
CIS by Deloitte March 2014 - Present
Allstate Financial Services, LLC June 2013 - February 2014
Allstate July 2012 - July 2013
Allstate January 2012 - June 2012
Allstate June 2011 - September 2011
Skills
Human Resources, Financial Analysis, Insurance, Financial Modeling, Property & Casualty..., Microsoft Excel, Life Insurance, Finance, Financial Reporting, Access, Data Analysis, Microsoft Office, PowerPoint, Accounting, Employee Benefits, Risk Management, Leadership, Analysis, Internal Audit, Forecasting, Outlook, Microsoft Word, Essbase, Financial Services, Strategic Financial..., Casualty, Investments, Sarbanes-Oxley Act, SAP, Corporate Finance, Valuation, Process Improvement
Education
Miami University 2008 — 2011
Bachelor's degree, Finance, General
County College of Morris 2007 — 2009
Business Administration and Management, General
Basil Toyota April 2008 - Present
Basil Toyota April 2008 - Present
Allstate Financial Services, LLC March 2002 - May 2006
United States Marine Corps December 1967 - October 1988
Skills
Leadership, Sales, Customer Service, Team Building, Sales Management, Negotiation, Customer Retention, Process Improvement, Budgets, Marketing Strategy
Education
Arizona Western College
Azusa Pacific University
psycology/sociology
Pepperdine University, The George L. Graziadio School of Business and Management
Allstate Financial Services, LLC January 2001 - Present
Allstate January 2001 - Present
Kemper Insurance October 1998 - January 2001
Zurich Insurance Company Ltd April 1996 - October 1998
Skills
Life Insurance, Fixed Annuities, Underwriting, General Insurance, Disability Insurance, Retirement Planning, Term Life Insurance, Claims Management, Retirement, Risk Management, Health Insurance, Mutual Funds, Strategic Financial..., Series 63
Education
California State University-Sacramento 1983 — 1985
Bachelor of Science (B.S.), Business Administration/Marketing
American River College 1980 — 1982
Associate of Science (A.S.), Mathematics
Allstate Financial Services, LLC May 2015 - Present
Allstate Financial Services, LLC March 2015 - May 2015
State Farm Insurance October 2011 - January 2015
State Farm Insurance June 2010 - October 2011
Skills
Financial Markets, Microsoft Applications, Microsoft Excel, SAP, Salesforce.com, Microsoft Publisher, Management, Disability Insurance
Education
Fontbonne University 2013 — 2014
Master of Business Administration (MBA), Business Administration, Management and Operations
Central Methodist University-College of Liberal Arts & Sciences 2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General
Allstate Financial Services, LLC January 2007 - Present
Charles Schwab 2003 - 2007
Morgan Stanley 1998 - 2003
Skills
Life Insurance, Securities, Annuity Sales, Health Insurance, Series 7, Series 63
Education
California State University-Sacramento 1976 — 1978
Bachelor of Arts (B.A.), Criminal Justice
Santa Rosa Junior College 1974 — 1976
Associate of Science (A.S.), Administration of Justice
Herzallah and associates April 2009 - Present
Allstate Financial Services, LLC May 1999 - August 2004
John Hancock Financial Services February 1997 - May 2002
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation
Education
UC Berkeley 2009 — 2012
Associate's degree, Labor and Industrial Relations
CSU Sacramento 1979 — 1984
Bachelor of Applied Science (B.A.Sc.), Public Administration
Allstate Financial Services, LLC August 2007 - Present
MetLife October 2001 - October 2007
Skills
Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Financial Services, Term Life Insurance, Property & Casualty..., General Insurance, Long-term Care, Employee Benefits, Health Insurance, Umbrella Insurance, Liability, Accident
Education
Baruch College, City University of New York (CUNY)
Berkeley College
Allstate September 2015 - Present
Allstate Financial Services, LLC November 2013 - Present
Principal Financial Group December 2012 - August 2013
American Income Life September 1997 - September 2012
American Income Life April 2012 - August 2012
Skills
Term Life Insurance, Whole Life, Life Insurance, Insurance, Disability Insurance, Fixed Annuities, Variable Annuities, Variable Life, Universal Life, Mutual Funds, Retirement Savings, Asset Protection, Retention Programs
Education
Texas Tech University 1995 — 1997
Bachelor of Arts (BA), History
Angelo State University 1992 — 1995
Stifel Financial Corp. September 2013 - Present
AmSouth Investment Services Inc. June 2003 - Present
Morgan Keegan and Company, Inc. January 2007 - September 2013
Allstate Financial Services, LLC January 2000 - May 2003
Deloitte & Touche, LLP May 1997 - January 2000
Securities and Exchange Commission June 1991 - June 1997
Education
Brooklyn Law School
Juris Doctor (J.D.)
St. John's University, New York
Bachelor of Science (B.S.), Finance
The Catholic University of America, Columbus School of Law
Risk Sciences Group, Inc. June 2014 - Present
Accenture Technology Solutions November 2010 - April 2014
Crawford and Company July 2009 - November 2010
Allstate Financial Services, LLC May 2000 - April 2009
Allstate Insurance May 2004 - May 2005
Allstate Insurance May 2000 - May 2004
Skills
Requirements Gathering, Process Improvement, Change Management, Project Management, Program Management, Knowledge Management, Documentations, Business Development, Negotiation, Sales Operations, Executive Support, Insurance, Business Analysis, SDLC, Sales Analysis, Business Requirements, CPCU, Vendor Management, Requirements Analysis, Business Process..., Software Documentation, Strategy, PMO, SharePoint, Analytics, Cross-functional Team..., MS Project, Analysis, Leadership, Visio, Risk Management, Management, Business Process, Testing, Business Process Design, Training, Access, SAP, Salesforce.com, Product Management, Business Intelligence, CRM, Integration, Data Warehousing, Agile Methodologies, User Acceptance Testing, IT Strategy, Call Centers
Education
DePaul University 2002 — 2007
BA, Insurance and Risk Management
Catherine College 1989 — 1992
Vocational, Office Management minor in Accounting
Allstate Financial Services, LLC June 2002 - Present
Skills
Fixed Annuities, Life Insurance, IRAs, Term Life Insurance, Retirement Planning, Long-term Care, Disability Insurance, Retirement, Insurance, Universal Life, Long Term Care Insurance, Series 6, Wealth Accumulation, Whole Life, Mutual Funds
Education
Clemson University 2003 — 2005
BS, Management and Marketing
TL Hanna High School
Allstate Financial Services, LLC January 2013 - Present
Herron Financial March 2011 - December 2012
GA Repple & Company November 2004 - February 2011
Skills
Investments, Retirement Planning, Mutual Funds, Wealth Management, Strategic Financial..., Series 7, Investment Advisory, Portfolio Management, Securities, Retirement, Asset Allocation, Series 63
Education
Clemson University 1995 — 1998
Bachelor of Science, Financial Management
Clemson University 1995 — 1998
Bachelor of Science (B.S.), Finance with study area in investments
Independant Contractor National Vice-PresidentSurfSafeVPNOctober 2012 - March 2013
Allstate Financial Services, LLC March 1990 - August 2012
Adzzoo 2009 - 2010
Skills
Customer Service, Small Business, Strategic Planning, Team Building, Direct Sales, Entrepreneurship, Start-ups, Sales Management, New Business Development, Marketing, Online Marketing, Selling, Sales Process, Networking, Social Media Marketing, Marketing Strategy, Sales, Business Development, Lead Generation, Business Planning, Leadership
Education
CSU Chico 1973 — 1976
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Prudential Financial May 2015 - Present
Allstate Financial Services, LLC July 2013 - May 2015
Northwestern Mutual April 2012 - June 2013
Imperial Marketing May 2011 - April 2012
Louisiana IceGators January 2011 - March 2011
Skills
Wealth Management, Series 63, Retirement Planning, Long Term Care Insurance, Life Insurance, Investments, Fixed Annuities, Equities, Disability Insurance, Strategic Financial..., Retirement, Insurance, Finance, Securities
Education
Connecticut College 2007 — 2010
Bachelor of Arts (B.A.), Economics
BMO Global Asset Management 2006 - Present
Allstate Financial Services, LLC 2004 - 2006
Bank of America (LaSalle Bank) 1998 - 2003
Skills
Quantitative Analytics, Fixed Income Analysis, Asset Allocation, Liability Driven..., Target Date Funds -..., Quantitative Models, Optimization, Programming, Performance Attribution, Multi Assets Solutions, Risk Analysis, Alternative Investments, Asset Management, Investments, Fixed Income, Financial Analysis, Financial Markets, Risk Management, Capital Markets, Equities, Portfolio Management, Finance, Financial Modeling
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2004 — 2006
Master's degree, Finance, General
DePaul University 2002 — 2004
Bachelor's Degree, Finance, General
Academia de Studii Economice din București 1993 — 1996
Marketing
Universitatea Româno-Americană din București 1992 — 1996
Computational Finance
SnapCap November 2014 - Present
Cummings Wealth Management Group June 2014 - October 2014
Kappa Alpha Theta Sorority January 2013 - January 2014
Allstate Financial Services, LLC June 2013 - October 2013
Information Concepts June 2012 - August 2012
Skills
Microsoft Excel, Team Leadership, Russian, Hardwork, Management, Communication Skills, Highly Dedicated, Leadership, Economics, Accounting
Education
College of Charleston 2011 — 2015
Bachelor of Applied Science (B.A.Sc.), International Business, Senior
College of Charleston 2011 — 2015
Bachelor of Science (B.S.), International Business
Allstate Financial Services, LLC July 2015 - Present
ITT Technical Institute June 2015 - Present
FirstMerit Bank/The Investment Center at FirstMerit Bank September 2012 - February 2015
Huntington National Bank February 2010 - September 2012
Merrill Lynch November 2007 - January 2010
United States Air Force June 2003 - July 2007
Education
University of Phoenix 2012 — 2015
Doctor of Business Administration, Business Administration and Management, General, 3.89
Ashland University 2010 — 2012
Master's degree, Business Administration and Management, General
University of California, Irvine 2004 — 2007
Master's degree, Criminology
Principal Financial Group May 2012 - Present
Allstate Financial Services, LLC June 2005 - May 2012
Southwest Insurance Group, LLC July 2003 - April 2005
AXA Advisors, LLC July 2000 - August 2003
Principal Financial Group July 1995 - June 2000
Education
Birmingham-Southern College 1989 — 1994
BS, Economics
Allstate Financial Services, LLC 2007 - Present
Allstate Insurance 2005 - 2007
Allstate Financial 2002 - 2005
E*TRADE Financial 1999 - March 2002
Education
California State University-Fresno 1992 — 1997
Bachelor's degree, Communication Sciences and Disorders, General
Maintech June 2007 - October 2014
Allstate Financial Services, LLC October 2002 - March 2007
Allstate 1998 - 2006
Skills
Servers, Active Directory, Windows Server, Troubleshooting, Process Improvement, Microsoft Office, Vendor Management, System Administration, Customer Service, Project Management, Data Center, Software Documentation, Windows XP, Change Management, VMware, Windows 7, Strategic Planning, Windows, Solaris, Negotiation, Virtualization, DNS, Microsoft Certified..., Disaster Recovery, Unix, Public Speaking, Computer Hardware, Hardware, Teaching, Team Building, Music, Music Education, Musical Theatre, Music Direction, Choral Conducting, Instrumental Conducting
Education
Baldwin Wallace University 1993 — 1997
BME, Music Teacher Education
Allstate Financial Services, LLC August 2013 - Present
Hillcrest Country Club July 2013 - Present
Lincoln Benefit Life Company July 2013 - August 2013
Lincoln Benefit Life Company January 2013 - August 2013
Lincoln Benefit Life May 2006 - December 2012
Romano's Macaroni Grill March 2008 - August 2012
Lincoln Benefit Life March 2005 - May 2006
Lincoln Benefit Life November 2004 - March 2005
Lincoln Benefit Life May 2004 - November 2004
Lincoln Benefit Life September 2002 - May 2004
Skills
Insurance, Customer Service, Process Improvement, Data Analysis, Risk Management, Management, SAS, Business Analysis, Financial Modeling, Analysis, Access, Marketing, Underwriting, Actuarial Science, Requirements Gathering, SDLC, Predictive Modeling, Training, Restaurants, Typing, Visio, Windows, Writing, Life Insurance
Education
Colorado Technical University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, Manga cum Laude
Southeast Community College 1990 — 1993
Associates of Applied Science, Business Administration and Management, General
Cetera Financial Specialists January 2015 - Present
Cetera Financial Specialists 2009 - 2014
Rydex Investments 2005 - 2009
Allstate Financial Services, LLC 1984 - 2005
Skills
Insurance, Mutual Funds, Series 7, Series 63, Wealth Management, Investments, Retirement, Financial Services, Fixed Annuities, Retirement Planning, Asset Managment, Asset Allocation
Education
DePaul University 1980 — 1983
Allstate Insurance Company July 2014 - Present
Allstate Insurance August 2005 - February 2014
Allstate Financial Services, LLC August 2003 - August 2005
Allstate Financial Srvices, LLC March 2001 - August 2003
Southeast Community College October 2001 - July 2003
Skills
Term Life Insurance, Insurance, Life Insurance, Property & Casualty..., Fixed Annuities, Disability Insurance, General Insurance, Training, Commercial Insurance, Sales Presentations, Underwriting, Long-term Care, Liability, Casualty, Health Insurance, Retirement Planning, Claim, Series 6, Series 63, Securities
Education
University of Nebraska-Lincoln 1994 — 1997
M.A., Economics
Bradley University 1991 — 1994
B.S., Economics
Allstate Financial Services, LLC 2007 - Present
Education
Case Western Reserve University 1996 — 2000
Bachelor of Science, Computer Science
A financial services company 2015 - Present
Allstate Financial Services, LLC 2014 - 2015
Diversified Residential Group, LLC / ARI Financial Services 2013 - 2013
Realty Capital Securities 2009 - 2012
KBS Realty Advisors 2007 - 2009
MetLife Investors 2004 - 2007
Skills
Series 7, Series 63, Retirement Planning, Series 24, Investments, Fixed Annuities, Long-term Care, Indexed Annuities, REITs, Series 6, Variable Annuities, Sales Management, Life Insurance, Mutual Funds, Asset Allocation, New Business Development, Sales Logix, Salesforce.com, Business Development, Compass, Cold Calling, Strategic Planning, Sales Operations, Sales, B2B, C Level Selling, Marketing, WebEx, Account Management, Separately Managed..., Retirement
Education
Bucknell University 1999 — 2003
BSBA, Business Management
Allstate Financial Services, LLC April 2015 - Present
Allstate September 2013 - April 2015
Allstate Insurance January 2010 - September 2013
Dallas Financial Wholesalers April 2009 - January 2010
21st Century Insurance October 2001 - March 2009
Colley Auto Cars, Inc. August 2000 - August 2001
Skills
Insurance, Customer Satisfaction, Management, Quality Assurance, Call Centers, Life Insurance, Process Improvement, General Insurance, Liability, Customer Service, Team Building, Analysis, Leadership, Training, Performance Management, Microsoft Excel, CRM, Team Leadership, Data Analysis, Operations Management, Strategic Planning, Microsoft Word, Time Management, Coaching, Customer Retention, Sales, Customer Experience, Property & Casualty...
Education
College of DuPage 2011 — 2014
Associate of Arts (A.A.), General Studies, 3.905 GPA
Allstate Financial Services, LLC December 2013 - Present
R'n'R CustomCare Insurance Services December 1998 - December 2013
AOV Insurance & Associates June 1989 - December 1998
Skills
Retirement, Finance, Life Insurance, Employee Benefits, Disability Insurance, Sales, Investments, Insurance, Health Insurance, Customer Service, Small Business, Business Planning, Financial Analysis, Financial Modeling, Fixed Annuities, Long-term Care, Term Life Insurance, Team Building, New Business Development
Education
California State University-Fullerton 1990 — 1995
Bachelors, Psychology
City National Bank - Datafaction September 2014 - Present
Union Bank - UnionBanc Investment Services June 2007 - September 2014
Allstate Financial Services, LLC October 2006 - April 2007
MetLife April 2005 - April 2006
AIG Claims, Inc. April 2004 - April 2005
DesignCon, Operational Services April 2003 - April 2004
YES English School, Operational Services December 1999 - March 2003
Skills
Life and Health, Series..., Microsoft Word, Excel,..., Series 6, Annuities, Insurance, Retirement, Word, Outlook, Lotus Notes, Health, Series 63, Investments, Banking, 401k, Retirement Planning, Long Term Care, Licensing, Customer Relations, Customer Service, Risk Management, Wealth, Compliance, Excel, Process Improvement, Planning, PowerPoint, Problem Solving, Finance, Relationship Management, Wealth Management, Management, FINRA, Fixed Annuities, Project Planning, Financial Services, Mutual Funds
Education
California State University-Fullerton
Bachelor of Arts, Communications
Insure All Insurance Brokerage LTD January 2005 - Present
Insure All Insurance Brokerage LTD 2005 - Present
Allstate Financial Services, LLC February 2003 - January 2005
Liberty Mutual Insurance February 2001 - February 2003
Skills
Small Business, Insurance, Entrepreneurship, New Business Development, Marketing Strategy, Strategic Planning, Coaching, Marketing, Commercial Insurance, Property & Casualty..., Term Life Insurance, Business Strategy
Education
William Howard Taft University 2010 — 2014
Doctor of Law JDE, Law
DePaul University 1989 — 1992
Public Law
Fenger High School
Allstate Financial Services, LLC 2004 - 2014
Allstate Financial Services, LLC 2001 - 2004
Allstate Financial Services, LLC 1991 - 2001
Skills
Life Insurance, Call Centers, Risk Management, Term Life Insurance, Project Management, Coaching, Performance Management, Team Building, Fixed Annuities, Insurance, Underwriting, Vendor Management, Operations Management, Accounting, Leadership, Process Improvement, Change Management, Sourcing, Expense Management, Business Process..., Management
Education
DePaul University 2002 — 2010
Bachelor's Degree, BA, Liberal Arts, DePaul University, Chicago, IL, 3.78
Allstate Financial Services, LLC April 2015 - Present
Edward Jones November 2014 - May 2015
Enterprise Rent-A-Car November 2013 - November 2014
Verizon Wireless March 2007 - September 2013
Verizon Wireless January 2010 - January 2011
DriveTime August 2006 - December 2006
DriveTime May 2006 - August 2006
Skills
Interviews, Customer Service, Wireless, Direct Sales, Sales Operations, Customer Satisfaction, Sales, Customer Retention, Management, Leadership, Coaching, Recruiting, Training, Telecommunications, Solution Selling, Mobile Devices, Sales Process, Cold Calling, Account Management, Sales Management, Cellular Communications, Call Centers, Internet Recruiting, Digital Marketing, Risk Management, Public Speaking, Relationship Building, Needs Assessment, Microsoft Office, Social Networking, Marketing
Education
Arizona State University 2002 — 2006
Bachelors in Interdisciplinary Studies, Business Managment, with a Minor in Mass Communications and Tourism Management
Arizona State University 2002 — 2006
Bachelor's degree, Business Management and Mass Communications
Allstate Financial Services, LLC June 2013 - Present
Unique Underwriters April 2012 - May 2013
Morgan Stanley Smith Barney April 2011 - March 2012
US Bank January 2009 - April 2011
World Financial Group (WFG) September 2006 - January 2009
Lahontan Homes January 2005 - September 2006
Qwest June 1997 - January 2005
Skills
Banking, Management, Sales, Customer Satisfaction, Investments, Life Insurance, Leadership, Compliance, Information Technology, Operating Budgets, Recruiting, Coaching, Timely Decision Making, Honesty, Organizational..., Finance, Team Leadership, Budgets, Project Management, Small Business, Risk Management, Insurance, Fixed Annuities, Retirement Planning, Mutual Funds, Series 7, Wealth Management, Securities, Retirement, Mortgage Lending, Loans
Education
University of Phoenix 2012 — 2013
Master of Education (M.Ed.)
American InterContinental University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Group & Benefits Consultants December 2014 - Present
Allstate Financial Services, LLC 2012 - Present
Skills
Disability Insurance, Life Insurance, Health Insurance, Fixed Annuities, Retirement Planning, Strategic Financial..., Variable Annuities, 401k, IRAs, Long Term Care Insurance, Long-term Care, Retirement, Term Life Insurance, Whole Life
Education
Augusta State University
Allstate Financial Services, LLC 2001 - Present
Northwestern Mutual 1999 - 2001
PNB/CoreStates (now Wells Fargo Bank) 1981 - 1999
Swiss International Business 1971 - 1976
Skills
Annuities, Series 6, Long Term Care, IRA's, Retirement Planning, Mutual Funds, Series 63, Disability Insurance, Asset Allocation, Term Life Insurance, Investments, Insurance, 401k, Fixed Annuities, Wealth Management, Life Insurance, Wealth Accumulation, Variable Annuities, Financial Services, 529 Plans, 401k Rollovers, Buy-sell Agreements, College Savings Plans, Whole Life, Roth IRA, High Net Worth..., Health Insurance, Personal Finance, Banking, Employee Benefits, Permanent Life Insurance, Retirement Savings, Savings, FINRA, IRAs, Retirement, Investment Strategies
Education
Johns Hopkins/SAIS 1976 — 1980
MA, Ph.D., International Relations
American University of Beirut 1968 — 1971
BA, Economics & Political Studies
Grainger Credit Portfolio Manager - Corp AccountsGraingerOctober 2007 - Present
Charles Schwab October 2006 - September 2007
WW Grainger October 2005 - October 2006
Allstate Financial Services, LLC May 2002 - December 2003
UBS - Painweber October 2000 - April 2002
WW Grainger April 1988 - September 2000
Skills
Credit, Supervisory Skills, Customer Service, Negotiation, Problem Solving, Excel, Portfolio Management, SAP, Outlook
Education
Arizona State University 1990 — 1997
Bachelor of Business Administration (B.B.A.), Finance
Financial Industry Regulatory Authority May 2014 - Present
Financial Industry Regulatory Authority January 2014 - May 2014
Allstate Financial Services, LLC 2010 - 2012
Chase Investment Services November 2008 - February 2010
Merrill Lynch February 2007 - November 2008
Morgan Stanley Dean Witter 2004 - 2007
Skills
Investments, Finance, Strategic Financial...
Education
Binghamton University 1998 — 2002
BA, Philosophy
Benjamin N. Cardozo School of Law, Yeshiva University
Discover Financial Services November 2014 - Present
Discover Financial Services June 2012 - November 2014
Discover Financial Services March 2011 - June 2012
Allstate Financial Services, LLC June 2010 - September 2010
Boston Children’s Hospital June 2009 - September 2009
Liberty Mutual Insurance Company June 2008 - August 2008
Beijing Aoshen Olympians Men's Basketball Team August 2001 - August 2004
Skills
Statistical Modeling, SAS, VBA, Quantitative Analytics, Financial Modeling, Time Series Analysis, Econometrics, Analysis, R, Analytics, Data Mining, Portfolio Management, Data Analysis, Risk Management, Statistics
Education
University of Chicago 2009 — 2010
Master of Science (M.S.), Statistics
Brandeis University 2005 — 2009
Bachelor of Arts (B.A.), Mathematics, Economics
Allstate Financial Services, LLC August 2014 - Present
Monty McCurley State Farm June 2010 - May 2014
Izard County School District August 2006 - December 2009
Skills
Health Insurance, Insurance, Term Life Insurance, Disability Insurance, Commercial Insurance, Property & Casualty..., Whole Life, Umbrella Insurance, Life Insurance, Universal Life, Fixed Annuities, Long-term Care, Casualty, Renters, Legal Liability, Liability, Homeowners, IRAs, Retirement Planning, Retirement, Long Term Care Insurance, 401k, Roth IRA, Casualty Insurance
Education
Arkansas State University 2001 — 2003
MSE, Ethical Leadership
Arkansas State University 1993 — 1996
B.S., Accounting
Allstate Financial Services, LLC September 2011 - Present
Huntington National Bank July 2010 - August 2011
Prudential Financial January 2008 - July 2010
Tradewind Mortgage LLC October 1999 - December 2007
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Insurance, Term Life Insurance, Retirement, Series 63, Mutual Funds, Investments, Health Insurance, Sales, Long-term Care, Employee Benefits, Estate Planning, Commercial Insurance, Variable Annuities, Series 65, Series 6, variable universal life
Education
University of Toledo 1995 — 1996
B.S., Economics
Bowling Green State University 1990 — 1994
Toledo Christian
Toledo Christian
Toledo Christian
ottawa hills
Allstate January 2015 - Present
Allstate Financial Services, LLC September 2013 - January 2015
Best Western International January 2012 - September 2013
Dos Gringos May 2009 - August 2011
Wells Fargo Bank September 2009 - July 2011
Tempe12 July 2008 - November 2008
Skills
Marketing, Digital Marketing, Training, Social Media, Management, Customer Service, CRM, Marketing Strategy, Project Planning, SEO, Microsoft Excel
Education
Arizona State University 2004 — 2008
Tourism Development & Management
Xavier College Preparatory 2000 — 2004
Physician Resources, LLC June 2010 - Present
AXA Distributors, LLC June 2009 - May 2010
AXA Distributors, LLC December 2004 - June 2009
Allstate Financial Services, LLC March 2002 - December 2004
Hornor, Townsend & Kent, Inc. August 1999 - February 2002
Skills
Corporate Law, Non-profit..., Board of Directors, Employment Law, Contract Law, Intellectual Property, Risk Management, Asset Management, Financial Operations, Anti Money Laundering, Securities Regulation, Immigration Law, Fraud, Fixed Annuities, Insurance, Living Wills and POA, Wealth Management, 401k
Education
NYU School of Professional Studies 2013 — 2014
Certificate in Art Business
New York Law School 2005 — 2008
J.D.
Delaware Valley College 1992 — 1997
Bachelor of Science (B.S.), Business Administration
Bucks County Community College 1980 — 1982
Associate of Arts (A.A.), Liberal Arts
Allstate Financial Services, LLC January 2013 - Present
TriMark/SS Kemp October 2011 - December 2011
Sal's Heating and Cooling, INC., July 2010 - October 2011
Ollie's Bargain Outlet September 2008 - 2009
Skills
Public Speaking, Time Management, Leadership, Creative Writing, Social Media, Editing, Customer Service, Microsoft Excel, Research, Blogging, Strategic Planning, Proofreading, Social Networking, Event Planning, Marketing
Education
The Ohio Center for Broadcasting 2005 — 2006
Certificate, Radio and Television Broadcasting
Cuyahoga Community College
Liberal Arts
Southeast Community College October 2009 - Present
Allstate Financial Services, LLC June 2003 - Present
Allstate Financial Services, LLC June 2008 - October 2011
New York Life Insurance Company May 2001 - May 2003
Skills
Financial Services, Insurance, Securities, Risk Management, Fixed Annuities, IRAs, Life Insurance, Customer Service, Series 7, Retirement Planning, Retirement, Estate Planning, Mutual Funds, Public Speaking, Series 63, Series 65, Series 24, Broker-Dealer Operations, Training, Long-term Care, Finance, Term Life Insurance, Strategic Financial..., Microsoft Office, Microsoft Excel, Team Leadership, Microsoft Word, Marketing Strategy, Project Management
Education
Bellevue University 2005 — 2008
Masters in Business Administration, Emphasis in Finance
University of Nebraska-Lincoln 1991 — 2000
Bachelor of Science (BS), Biology, General
University of Nebraska-Lincoln 1991 — 2000
Bachelor of Arts (B.A.), French Language and Literature
Allstate Financial Services, LLC November 2014 - Present
State Farm Agent January 2011 - November 2013
sc dmv 1988 - 1995
little pigs 1979 - 1987
Skills
issue auto and home..., General Insurance, Customer Retention, Customer Service, Insurance, Leadership, Property & Casualty..., Customer Experience
Education
Columbia College (SC) 1986 — 1987
none, Business Administration and Management, General
richland northeast high school 1982 — 1986
Allstate Financial Services, LLC March 2013 - Present
Citi July 2010 - November 2012
Citi August 1999 - July 2010
Skills
Sales, Customer Service, Strategic Planning, Community Outreach, Leadership Development, Financial Education, Staff Development, Insurance
Education
City University of New York
Henderson Global Investors (North America) November 2014 - Present
Destra Capital Management LLC October 2010 - November 2014
Guggenheim Funds Distributors and Guggenheim Funds Advisors September 2002 - October 2010
Allstate Financial Services, LLC May 2001 - September 2002
Nuveen Investments February 2000 - May 2001
Van Kampen Investments, Inc June 1992 - February 2000
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2001 — 2005
Doctor of Law (J.D.)
Indiana University Bloomington 1981 — 1985
B.S., Business, Marketing and Advertising
Integrity Financial January 2014 - Present
Prudential Financial May 2010 - January 2014
Allstate Financial Services, LLC 2006 - 2010
First Command Financial Services August 2002 - June 2006
Skills
Retirement, Fixed Annuities, Retirement Planning, Life Insurance, Debt Management, Series 63, Mutual Funds, Series 6, 401k, Disability Insurance
Education
Central Washington University 1990 — 1993
Industrial Organizational Psychology (HR) & Counseling, HR/Psycholgy
Mary Kay Inc. November 2012 - Present
Allstate Financial Services, LLC June 2012 - Present
Allstate June 2012 - Present
Gilbert RV Insurance November 2007 - September 2010
Skills
Insurance, Call Centers, Life Insurance, Property & Casualty..., Customer Experience, Financial Services, Customer Satisfaction, Banking, Health Insurance, Retirement Planning, Underwriting, Process Improvement, Vendor Management, Investments, Commercial Insurance, General Insurance, Outlook, Customer Retention, Disability Insurance, Data Entry, Term Life Insurance
Education
Brenau University 2003 — 2007
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General
Allstate Financial Services, LLC April 2008 - Present
Perfection Inspection Services, Inc. February 1990 - December 2012
Skills
Insurance, Property & Casualty..., Claim, Liability, General Insurance, Commercial Insurance, Underwriting, Claims Management
Education
Broward College
Associate of Science (AS), Computer Programming
Allstate Financial Services, LLC 2013 - Present
Rockville Bank 2008 - 2013
The Connecticut Bank and Trust Company 2005 - 2008
AM South Bank 2003 - 2005
Bank of America 1990 - 2003
Skills
Management, Leadership, Executive Management, Sales, Investments, Analysis, Mutual Funds, Retirement Planning, Coaching, Banking, Financial Services, Life Insurance, Sales Management, Risk Management, Mortgage Lending, Credit, Loans
Education
Central Connecticut State University
Bachelor's Degree, Business Administration, Management and Operations
Allstate Financial Services, LLC February 2015 - Present
LPL Finanical July 2010 - February 2015
Skills
Retirement Planning, Retirement, Team Building, Series 7, Wealth Management, Customer Service, Small Business, Mutual Funds, Life Insurance, Sales
Education
Arizona State University 1996 — 2000
Bachelor's Degree, Business Administration and Management, General
Allstate Financial Services, LLC March 2000 - July 2013
Kelly Services August 1999 - March 2000
Lester Electrical August 1994 - November 1998
Chartroose Caboose July 1989 - June 1994
Skills
Programming, Technical Support, Information Technology, Life Insurance, Playtesting, Card Games, Role Playing Games, Quest Design, Web Applications, Training
Education
College of Saint Mary 2009 — 2011
Information Technology
Kaplan University 2003 — 2005
Associate's degree, Information Technology, 3.95
National American University 1987 — 1989
Associate's degree, Surveying Technology/Surveying
Allstate Financial Services, LLC November 2010 - Present
California Cardiac Surgeons March 1992 - December 1997
Skills
Term Life Insurance, Insurance, Life Insurance
Education
California State University-Bakersfield 1986 — 1988
Allstate Financial Services, LLC Allstate insurance agenAllstate Insurance AgencyMay 2013 - Present
Nationwide Insurance Rex A Whitley Agency May 1992 - December 2010
Education
Appalachian State University 1986 — 1989
Bachelor's degree, Business/Commerce, General
Erstad and Company, Inc. October 2006 - Present
Allstate Financial Services, LLC June 2003 - September 2006
AMCI 1999 - 2003
AMCI 1999 - 2003
AMCI 1999 - 2003
AMCI 1999 - 2003
Skills
Client Rapport, Creative Strategy, Certified Financial..., Financial Plans, Fee-Based Planning, Insurance, Annuities, Long Term Care Insurance, Estate Planning, Business Succession..., Disability In, Spanish-speaking, Financial Goals, Retirement Planning, Retirement, Fixed Annuities, Investments, Succession Planning, Wealth Management, Life Insurance, Customer Service, Disability Insurance, Financial Advisory, 401k, Finance, Mutual Funds, Financial Services
Education
College for Financial Planning 1990 — 1994
Certificate of Completion, Financial Planning and Services
Allstate Financial Services, LLC August 2013 - Present
Rockville Bank December 2008 - January 2013
AmSouth Bank February 2005 - December 2008
Bank of America May 1991 - February 2005
Skills
Sales, Mortgage Lending, Banking, Investments, Strategic Financial..., Loans, Financial Services, Retail Banking, Credit, Insurance, Risk Management, Residential Mortgages, Portfolio Management, Consumer Lending, Underwriting
Education
Central Connecticut State University
Business Administration and Management, General
Self-employed July 1993 - Present
Allstate September 2009 - June 2011
Allstate Financial Services, LLC June 2005 - May 2009
Skills
Retirement- Financial...
Education
Baruch College, City University of New York (CUNY) 1967 — 1971
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Finance and Financial Management Services
Church Street Financial Management, LLC August 2014 - Present
AlphaStar Capital Management, LLC August 2014 - Present
Hornor Townsend & Kent September 2012 - August 2014
Allstate Financial Services, LLC August 2002 - September 2012
Edward Jones January 2000 - August 2002
Skills
Investments, Retirement, Wealth Management, Retirement Planning, Estate Planning, Financial Advisory, Life Insurance
Education
College of Charleston 1972 — 1976
Bachelor’s Degree, Biology/Business