Ash Brokerage
Industry: Insurance company
DescriptionFounded: 1971 Subsidiaries: Zenith Marketing Group, Inc., Target Insurance Services, Inc.
Ash Brokerage List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ash Brokerage. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ash Brokerage Employees
Employee
Years
Job
Industry
Eric Silk, CLU, ChFC Eric Silk, CLU, ChFC's Ash Brokerage Experience 2010 - 2013
Job I work with financial advisors helping them incorporate insurance into their practice.
Industry Financial Services
Experience
Advisor's Choice Insurance Brokerage Services 2014 - Present
The Pacific Bridge Companies 2013 - 2014
Ash Brokerage 2010 - 2013
American General 2006 - 2009
Sun Life Financial 2003 - 2006
Skills
Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Universal Life, Estate Planning, Whole Life, Financial Advisory, Training, Wealth, Retirement, Series 6, Retirement Planning, Financial Services, Financial Planners
Education
The London School of Economics and Political Science (LSE) 1987 — 1989
MSc, Economics
University of California, Santa Barbara 1983 — 1987
BA,, History, magna cum laude
Advisor's Choice Insurance Brokerage Services 2014 - Present
The Pacific Bridge Companies 2013 - 2014
Ash Brokerage 2010 - 2013
American General 2006 - 2009
Sun Life Financial 2003 - 2006
Skills
Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care, Universal Life, Estate Planning, Whole Life, Financial Advisory, Training, Wealth, Retirement, Series 6, Retirement Planning, Financial Services, Financial Planners
Education
The London School of Economics and Political Science (LSE) 1987 — 1989
MSc, Economics
University of California, Santa Barbara 1983 — 1987
BA,, History, magna cum laude
Alexandra Starkey Alexandra Starkey's Ash Brokerage Experience April 2014 - Present
Job Staff Accountant at Ash Brokerage specializing in Account Records | Bookkeeping | Report Preparation
Industry Financial Services
Experience
Ash Brokerage April 2014 - Present
Ash Brokerage July 2012 - March 2014
Syngenta Seed, Inc July 2006 - June 2012
Terrill & Company March 2012 - May 2012
Douglas W Perkins, CPA, Inc. 2008 - 2008
Skills
Microsoft Office, Time Management, Customer Service, Life Insurance, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Financial Accounting, Cash Posting, Accounts Receivable, Sales Commission, Financial Reporting, Insurance, Analysis, Accounting
Education
Manchester College 2008 — 2012
Bachelor of Science (BS), Accounting and Business/Management
Ash Brokerage April 2014 - Present
Ash Brokerage July 2012 - March 2014
Syngenta Seed, Inc July 2006 - June 2012
Terrill & Company March 2012 - May 2012
Douglas W Perkins, CPA, Inc. 2008 - 2008
Skills
Microsoft Office, Time Management, Customer Service, Life Insurance, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Financial Accounting, Cash Posting, Accounts Receivable, Sales Commission, Financial Reporting, Insurance, Analysis, Accounting
Education
Manchester College 2008 — 2012
Bachelor of Science (BS), Accounting and Business/Management
Hannah Zix's Ash Brokerage Experience 2014 - Present
Job Imaging Specialist at Ash Brokerage specializing in Document Imaging | Imaging Software
Industry Financial Services
Experience
Ash Brokerage 2014 - Present
AWS October 2012 - Present
Indiana University—Purdue University Fort Wayne (IPFW) 2010 - 2012
Skills
Written Communication, Photography, Computers, Editing, Digital Photography, Digital Media, New Media, Multimedia, Storytelling, Blogging, Management, Analysis, Sales
Education
Indiana University-Purdue University at Fort Wayne 2008 — 2012
Bachelor of Arts (B.A.), Communication, General
Ash Brokerage 2014 - Present
AWS October 2012 - Present
Indiana University—Purdue University Fort Wayne (IPFW) 2010 - 2012
Skills
Written Communication, Photography, Computers, Editing, Digital Photography, Digital Media, New Media, Multimedia, Storytelling, Blogging, Management, Analysis, Sales
Education
Indiana University-Purdue University at Fort Wayne 2008 — 2012
Bachelor of Arts (B.A.), Communication, General
Laura Dagle Laura Dagle's Ash Brokerage Experience November 2007 - Present
Job Senior Life Underwriter at Ash Brokerage specializing in Risk Negotiation | Medical Underwriting | Client Advocacy
Industry Financial Services
Experience
Ash Brokerage November 2007 - Present
One Resource Group April 2005 - October 2007
MassMutual Financial Group July 2001 - October 2004
Education
Tidewater Community College
Associate's degree, Paralegal
Bayside High School
Ash Brokerage November 2007 - Present
One Resource Group April 2005 - October 2007
MassMutual Financial Group July 2001 - October 2004
Education
Tidewater Community College
Associate's degree, Paralegal
Bayside High School
Robert Uth Robert Uth's Ash Brokerage Experience August 2014 - Present
Job Senior Annuity Marketing Consultant at Ash Brokerage specializing in Annuities | Retirement Planning | Rate Trends
Industry Financial Services
Experience
Ash Brokerage August 2014 - Present
Ash Brokerage August 2011 - August 2014
Skills
Term Life Insurance, Underwriting, Fixed Annuities, Variable Annuities, Indexed Annuities, Annuity Sales, Equity Indexed Annuities, Charitable Gift..., Permanent Life Insurance, Irrevocable Life..., Estate Planning, Strategic Planning, Negotiation, Disability Insurance, Key Person Insurance, Long-term Care, Long Term Care Insurance, Care Planning, Financial Planners, Insurance, Retirement Planning, Life Insurance, Financial Planning, Retirement
Education
St. Petersburg College 2007 — 2008
Associate of Arts (AA), Business
Ash Brokerage August 2014 - Present
Ash Brokerage August 2011 - August 2014
Skills
Term Life Insurance, Underwriting, Fixed Annuities, Variable Annuities, Indexed Annuities, Annuity Sales, Equity Indexed Annuities, Charitable Gift..., Permanent Life Insurance, Irrevocable Life..., Estate Planning, Strategic Planning, Negotiation, Disability Insurance, Key Person Insurance, Long-term Care, Long Term Care Insurance, Care Planning, Financial Planners, Insurance, Retirement Planning, Life Insurance, Financial Planning, Retirement
Education
St. Petersburg College 2007 — 2008
Associate of Arts (AA), Business
Jake Courter Jake Courter's Ash Brokerage Experience June 2009 - May 2011
Job Sr Infrastructure Architect and Team Lead at Med Pro
Industry Insurance
Experience
Medical Protective May 2011 - Present
Enhanced Network Solutions Group November 1998 - November 2014
Ash Brokerage June 2009 - May 2011
Enhanced Network Solutions Group May 2008 - May 2009
Enhanced Network Solutions Group November 1998 - May 2009
Microsoft 1999 - 2004
Skills
Compliance, Security, Process Improvement, Team Leadership, Team Building, Education, System Architecture, Enterprise Architecture, Technical Training, Managerial Experience, Active Directory, Microsoft Exchange, Microsoft SQL, IP Networking, Virtualization, VMware Infrastructure, HP Server Hardware, Reporting & Analysis, Windows Server, VMware, Disaster Recovery, Software Documentation, Data Center, SQL, Cisco Technologies, Firewalls, Storage Area Networks, Switches, Visio, Network Architecture, SAN, NetApp, WAN, Citrix, IP, Management, Microsoft Certified..., Microsoft SQL Server, Servers, Integration, Information Technology, HP, Infrastructure, Hardware, Networking, Consulting, Network Security
Education
Trinity College of the Bible and Trinity Theological Seminary 2001 — 2004
IPFW 1996 — 1998
Medical Protective May 2011 - Present
Enhanced Network Solutions Group November 1998 - November 2014
Ash Brokerage June 2009 - May 2011
Enhanced Network Solutions Group May 2008 - May 2009
Enhanced Network Solutions Group November 1998 - May 2009
Microsoft 1999 - 2004
Skills
Compliance, Security, Process Improvement, Team Leadership, Team Building, Education, System Architecture, Enterprise Architecture, Technical Training, Managerial Experience, Active Directory, Microsoft Exchange, Microsoft SQL, IP Networking, Virtualization, VMware Infrastructure, HP Server Hardware, Reporting & Analysis, Windows Server, VMware, Disaster Recovery, Software Documentation, Data Center, SQL, Cisco Technologies, Firewalls, Storage Area Networks, Switches, Visio, Network Architecture, SAN, NetApp, WAN, Citrix, IP, Management, Microsoft Certified..., Microsoft SQL Server, Servers, Integration, Information Technology, HP, Infrastructure, Hardware, Networking, Consulting, Network Security
Education
Trinity College of the Bible and Trinity Theological Seminary 2001 — 2004
IPFW 1996 — 1998
Sheryl Brown's Ash Brokerage Experience April 2015 - Present
Job Manager, Advisor Engagement Services at Ash Brokerage including Social Media | Financial Marketing | Int'l Speaker
Industry Financial Services
Experience
Ash Brokerage April 2015 - Present
Social Samaritans, Inc. November 2014 - Present
MarketingProfs May 2015 - Present
IRIS.xyz January 2015 - Present
Social Media Dames April 2014 - Present
Ash Brokerage August 2012 - Present
Ash Brokerage August 2011 - Present
Three Rivers Co-op Natural Grocery & Deli February 2014 - October 2015
Sage Underwriting Resources April 2011 - September 2011
First Heartland Capital, Inc. April 2007 - April 2011
Skills
Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Underwriting, Long-term Care, Term Life Insurance, Social Media, Marketing, Retirement Planning, Marketing Strategy, Customer Service, Financial Services, Small Business, Social Networking, Financial Planners, Social Media Marketing, Strategic Financial..., Long Term Care Insurance, Financial Advisory, Public Speaking, Relationship Management, Finance, Permanent Life Insurance, Financial Risk, Blogging, Universal Life, Whole Life, Wealth, Facebook Marketing, Pinterest, Critical Illness, LinkedIn, Twitter, Financial Planning
Education
Indiana Wesleyan University 2012 — 2013
Business Administration, Management and Operations
Saint Louis University 1989 — 1991
Ft. Zumwalt North High School 1985 — 1989
High School Diploma, General Academics
Ash Brokerage April 2015 - Present
Social Samaritans, Inc. November 2014 - Present
MarketingProfs May 2015 - Present
IRIS.xyz January 2015 - Present
Social Media Dames April 2014 - Present
Ash Brokerage August 2012 - Present
Ash Brokerage August 2011 - Present
Three Rivers Co-op Natural Grocery & Deli February 2014 - October 2015
Sage Underwriting Resources April 2011 - September 2011
First Heartland Capital, Inc. April 2007 - April 2011
Skills
Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Underwriting, Long-term Care, Term Life Insurance, Social Media, Marketing, Retirement Planning, Marketing Strategy, Customer Service, Financial Services, Small Business, Social Networking, Financial Planners, Social Media Marketing, Strategic Financial..., Long Term Care Insurance, Financial Advisory, Public Speaking, Relationship Management, Finance, Permanent Life Insurance, Financial Risk, Blogging, Universal Life, Whole Life, Wealth, Facebook Marketing, Pinterest, Critical Illness, LinkedIn, Twitter, Financial Planning
Education
Indiana Wesleyan University 2012 — 2013
Business Administration, Management and Operations
Saint Louis University 1989 — 1991
Ft. Zumwalt North High School 1985 — 1989
High School Diploma, General Academics
James Jim Martin II, CLU, ChFC's Ash Brokerage Experience July 2013 - Present
Job Regional Vice President at Ash Brokerage specializing in Annuities | Relationship Building | Public Speaking
Industry Financial Services
Experience
Ash Brokerage July 2013 - Present
Highland Capital Brokerage January 2011 - July 2013
Roster Financial 2003 - 2008
TPS Brokerage- Tax Planning Seminars March 1991 - November 2003
Toner Organization 1989 - 1991
Toner Organization 1989 - 1991
Toner Organization 1989 - 1991
Skills
Fixed Annuities, Life Insurance, Retirement, Retirement Planning, Insurance, Long-term Care, Variable Annuities, Financial Planners, Disability Insurance, Whole Life, Universal Life, Wealth Management, Series 6, Public Speaking, Sales Management, Long Term Care Insurance, Underwriting, Series 7, Marketing Strategy, Brokers, Mutual Funds, Term Life Insurance, Series 63, IRAs, 401k, Health Insurance, Personal Finance, FINRA, Business Relationship..., Marketing Communications, Product Marketing, Estate Planning, Strategic Financial..., Writing, Annuities, Long Term Care, Public, Life & Health Insurance..., Wealth, Series 65, Financial Planning, Financial Services, Financial Advisory, Qualified Retirement...
Education
Penn State University 1977 — 1982
Bachelor of Science (BS), Insurance
Montour High School 1973 — 1977
Academic Diploma
Ash Brokerage July 2013 - Present
Highland Capital Brokerage January 2011 - July 2013
Roster Financial 2003 - 2008
TPS Brokerage- Tax Planning Seminars March 1991 - November 2003
Toner Organization 1989 - 1991
Toner Organization 1989 - 1991
Toner Organization 1989 - 1991
Skills
Fixed Annuities, Life Insurance, Retirement, Retirement Planning, Insurance, Long-term Care, Variable Annuities, Financial Planners, Disability Insurance, Whole Life, Universal Life, Wealth Management, Series 6, Public Speaking, Sales Management, Long Term Care Insurance, Underwriting, Series 7, Marketing Strategy, Brokers, Mutual Funds, Term Life Insurance, Series 63, IRAs, 401k, Health Insurance, Personal Finance, FINRA, Business Relationship..., Marketing Communications, Product Marketing, Estate Planning, Strategic Financial..., Writing, Annuities, Long Term Care, Public, Life & Health Insurance..., Wealth, Series 65, Financial Planning, Financial Services, Financial Advisory, Qualified Retirement...
Education
Penn State University 1977 — 1982
Bachelor of Science (BS), Insurance
Montour High School 1973 — 1977
Academic Diploma
Ashlie Smurr's Ash Brokerage Experience June 2014 - Present
Job Case Manager at Ash Brokerage
Industry Financial Services
Experience
Ash Brokerage June 2014 - Present
Ash Brokerage August 2012 - June 2014
Education
Norwell High School 1989 — 1993
Indiana University—Purdue University Fort Wayne
Ash Brokerage June 2014 - Present
Ash Brokerage August 2012 - June 2014
Education
Norwell High School 1989 — 1993
Indiana University—Purdue University Fort Wayne
Steve Pilger's Ash Brokerage Experience April 2014 - Present
Job National Sales Director at Ash Brokerage, specializing in Pension Risk Transfer | Structured Settlements
Industry Financial Services
Experience
Ash Brokerage April 2014 - Present
Highland Capital Brokerage January 2011 - March 2014
Pilger Financial 2003 - 2011
Crump Life Insurance Services 2008 - 2009
Genworth Financial 2004 - 2006
Safeco Insurance 2003 - 2004
Jackson National Life 2000 - 2002
Jackson National Life 1997 - 2000
Walnut Street Securities, Inc. 1994 - 1997
Manulife Financial 1991 - 1994
Skills
Fixed Annuities, Financial Services, Retirement Planning, Series 6, Retirement, Series 63, IRAs, Variable Annuities, Indexed Annuities, Life Insurance, Income Distribution, Business Development, Mutual Funds, Retirement Income..., Long-term Care Income..., Term Life Insurance, Disability Insurance, Series 7, Structured Settlements, Pension Risk Transfer
Education
St. Olaf College 1983 — 1987
Bachelor of Arts (BA)
Ash Brokerage April 2014 - Present
Highland Capital Brokerage January 2011 - March 2014
Pilger Financial 2003 - 2011
Crump Life Insurance Services 2008 - 2009
Genworth Financial 2004 - 2006
Safeco Insurance 2003 - 2004
Jackson National Life 2000 - 2002
Jackson National Life 1997 - 2000
Walnut Street Securities, Inc. 1994 - 1997
Manulife Financial 1991 - 1994
Skills
Fixed Annuities, Financial Services, Retirement Planning, Series 6, Retirement, Series 63, IRAs, Variable Annuities, Indexed Annuities, Life Insurance, Income Distribution, Business Development, Mutual Funds, Retirement Income..., Long-term Care Income..., Term Life Insurance, Disability Insurance, Series 7, Structured Settlements, Pension Risk Transfer
Education
St. Olaf College 1983 — 1987
Bachelor of Arts (BA)
Seth Neben's Ash Brokerage Experience September 2012 - July 2013
Job Director of New Business at Unified Legacy Advisors specializing in Insurance | Client Experience & Relationships
Industry Financial Services
Experience
Unified Legacy Advisors August 2013 - Present
Ash Brokerage September 2012 - July 2013
Unico Group, Inc. May 2010 - August 2012
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, Insurance, Universal Life, Whole Life, Disability Insurance, Client Relationship..., Long-term Care, Fixed Annuities, Brokers, Underwriting, Retirement Planning, Policy Analysis, Policy Review, New Business Development, Financial Planners, CRM, Retirement, Financial Planning
Education
University of Nebraska-Lincoln 2009 — 2012
Bachelor of Science (BS), Finance, Minor: Economics
Nebraska Wesleyan University 2008 — 2009
Finance
Unified Legacy Advisors August 2013 - Present
Ash Brokerage September 2012 - July 2013
Unico Group, Inc. May 2010 - August 2012
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, Insurance, Universal Life, Whole Life, Disability Insurance, Client Relationship..., Long-term Care, Fixed Annuities, Brokers, Underwriting, Retirement Planning, Policy Analysis, Policy Review, New Business Development, Financial Planners, CRM, Retirement, Financial Planning
Education
University of Nebraska-Lincoln 2009 — 2012
Bachelor of Science (BS), Finance, Minor: Economics
Nebraska Wesleyan University 2008 — 2009
Finance
Jim Matusik Jim Matusik's Ash Brokerage Experience July 2013 - Present
Job Annuity Case Manager at Ash Brokerage specializing in Application Processing | Financial Advisor Support | Products
Industry Financial Services
Experience
Ash Brokerage July 2013 - Present
Ash Brokerage October 2008 - July 2013
Ash Brokerage October 2008 - July 2013
Education
Michigan Technological University
Bachelor of Science (BS), Biological and Physical Sciences
Ash Brokerage July 2013 - Present
Ash Brokerage October 2008 - July 2013
Ash Brokerage October 2008 - July 2013
Education
Michigan Technological University
Bachelor of Science (BS), Biological and Physical Sciences
Cindy Bastress's Ash Brokerage Experience April 2002 - Present
Job Vice President Corporate Relations at Ash Brokerage specializing in Account Management | Institutional Markets
Industry Financial Services
Experience
Ash Brokerage April 2002 - Present
Lincoln National Group August 1999 - April 2002
Ash Brokerage June 1996 - August 1999
Skills
Negotiation, Underwriting, Financial Planners, Retirement, Estate Planning, Strategic Financial..., Fixed Annuities, Retirement Planning, Insurance, Disability Insurance, Life Insurance, Wealth Management, Long Term Care Insurance, Strategic Planning, Long-term Care, Term Life Insurance, Brokers, Series 6, Sales, Health Insurance, 401k, Series 63, Analysis, Mutual Funds, Financial Advisory, Financial Services, Financial Planning
Education
Indiana Wesleyan University 2001 — 2004
Business, Business
Northrop High School
Ash Brokerage April 2002 - Present
Lincoln National Group August 1999 - April 2002
Ash Brokerage June 1996 - August 1999
Skills
Negotiation, Underwriting, Financial Planners, Retirement, Estate Planning, Strategic Financial..., Fixed Annuities, Retirement Planning, Insurance, Disability Insurance, Life Insurance, Wealth Management, Long Term Care Insurance, Strategic Planning, Long-term Care, Term Life Insurance, Brokers, Series 6, Sales, Health Insurance, 401k, Series 63, Analysis, Mutual Funds, Financial Advisory, Financial Services, Financial Planning
Education
Indiana Wesleyan University 2001 — 2004
Business, Business
Northrop High School
Nicholas Nick Curtis's Ash Brokerage Experience August 2005 - Present
Job Life Insurance Portfolio Analyst at Ash Brokerage specializing in Policy Reviews | Life Insurance | Financial Planning
Industry Financial Services
Experience
Ash Brokerage August 2005 - Present
Skills
Retirement Planning, Estate Planning, Life Insurance, Permanent Life Insurance, Term Life Insurance, Licensed Life Insurance..., Irrevocable Life..., Key Person Insurance, Buy-sell Agreements, Disability Insurance, Annuity Sales, Long Term Care Insurance, Insurance, Universal Life, Whole Life, High Net Worth..., Retirement, Fixed Annuities, Financial Advisory, Policy Review, Variable Annuities, Indexed Annuities, Equity Indexed Annuities, Variable Life, Long-term Care, Series 6, Critical Illness, Life & Health Insurance..., Premium Financing
Education
Purdue University 1999 — 2003
Bachelor of Science (BS), Financial Planning and Services
Ash Brokerage August 2005 - Present
Skills
Retirement Planning, Estate Planning, Life Insurance, Permanent Life Insurance, Term Life Insurance, Licensed Life Insurance..., Irrevocable Life..., Key Person Insurance, Buy-sell Agreements, Disability Insurance, Annuity Sales, Long Term Care Insurance, Insurance, Universal Life, Whole Life, High Net Worth..., Retirement, Fixed Annuities, Financial Advisory, Policy Review, Variable Annuities, Indexed Annuities, Equity Indexed Annuities, Variable Life, Long-term Care, Series 6, Critical Illness, Life & Health Insurance..., Premium Financing
Education
Purdue University 1999 — 2003
Bachelor of Science (BS), Financial Planning and Services
Jeff Ditsworth, CLU, ChFC Jeff Ditsworth, CLU, ChFC's Ash Brokerage Experience April 2013 - May 2014
Job Sales Vice President at North American Company for Life and Health Insurance
Industry Financial Services
Experience
North American Company for Life and Health Insurance May 2014 - Present
Ash Brokerage April 2013 - May 2014
Aviva USA April 2012 - April 2013
AXA Equitable July 2005 - April 2012
Principal Financial Group January 2003 - July 2005
UBS January 2001 - January 2003
H & R Block FInancial Advisors June 1999 - December 2000
Skills
Insurance, Estate Planning, Series 7, Business Planning, Strategic Planning, Marketing Strategy, Strategic Financial..., Risk Management, Term Life Insurance, Retirement, Retirement Planning, Universal Life, Disability Insurance, Charitable Remainder..., Charitable Gift Planning, Charitable Trusts, Life Insurance, Long-term Care, Brokers, Variable Annuities, 401k, Long Term Care Insurance, Fixed Annuities, IRAs, Strategy, Mutual Funds, Financial Advisory, Whole Life, Underwriting, Financial Services, Investments, Wealth Management, Financial Planners, Asset Allocation, Employee Benefits, FINRA, 401k Rollovers, Finance, Investment Advisory, Roth IRA, Securities, Wealth Accumulation, Wealth, Relationship Management
Education
Iowa State University 1996 — 2000
BA, Finance, Transportation and Logistics
The American College 2003 — 2004
Chartered Financial Consultant
The American College 2003 — 2004
Chartered Life Underwriter
North American Company for Life and Health Insurance May 2014 - Present
Ash Brokerage April 2013 - May 2014
Aviva USA April 2012 - April 2013
AXA Equitable July 2005 - April 2012
Principal Financial Group January 2003 - July 2005
UBS January 2001 - January 2003
H & R Block FInancial Advisors June 1999 - December 2000
Skills
Insurance, Estate Planning, Series 7, Business Planning, Strategic Planning, Marketing Strategy, Strategic Financial..., Risk Management, Term Life Insurance, Retirement, Retirement Planning, Universal Life, Disability Insurance, Charitable Remainder..., Charitable Gift Planning, Charitable Trusts, Life Insurance, Long-term Care, Brokers, Variable Annuities, 401k, Long Term Care Insurance, Fixed Annuities, IRAs, Strategy, Mutual Funds, Financial Advisory, Whole Life, Underwriting, Financial Services, Investments, Wealth Management, Financial Planners, Asset Allocation, Employee Benefits, FINRA, 401k Rollovers, Finance, Investment Advisory, Roth IRA, Securities, Wealth Accumulation, Wealth, Relationship Management
Education
Iowa State University 1996 — 2000
BA, Finance, Transportation and Logistics
The American College 2003 — 2004
Chartered Financial Consultant
The American College 2003 — 2004
Chartered Life Underwriter
Timothy Luby Timothy Luby's Ash Brokerage Experience November 2003 - May 2004
Job NATIONAL SALES DIRECTOR / ANNUITY WHOLESALER
Industry Insurance
Experience
Business Underwriters Associates April 2013 - Present
Protective Life February 2005 - December 2012
Ash Brokerage November 2003 - May 2004
Financial Resources of America June 2002 - October 2003
Ann Arbor Annuity Exchange December 2000 - June 2002
Fidelity & Guaranty Life March 1985 - September 2000
Skills
Fixed Annuities, Insurance, Life Insurance, Strategic Partnerships, Lead Generation, Product Marketing, Sales, Strategy, Strategic Planning, Marketing, Variable Annuities, Retirement Planning, Sales Management, Training, Sales Operations, Series 6
Education
Case Western Reserve University - Weatherhead School of Management 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
University of Cincinnati 1983 — 1989
Coursework, Accounting and Finance
Walsh Jesuit High School 1978 — 1982
College/University Preparatory and Advanced High School/Secondary Diploma Program, 12
St Sebastian
Business Underwriters Associates April 2013 - Present
Protective Life February 2005 - December 2012
Ash Brokerage November 2003 - May 2004
Financial Resources of America June 2002 - October 2003
Ann Arbor Annuity Exchange December 2000 - June 2002
Fidelity & Guaranty Life March 1985 - September 2000
Skills
Fixed Annuities, Insurance, Life Insurance, Strategic Partnerships, Lead Generation, Product Marketing, Sales, Strategy, Strategic Planning, Marketing, Variable Annuities, Retirement Planning, Sales Management, Training, Sales Operations, Series 6
Education
Case Western Reserve University - Weatherhead School of Management 1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General
University of Cincinnati 1983 — 1989
Coursework, Accounting and Finance
Walsh Jesuit High School 1978 — 1982
College/University Preparatory and Advanced High School/Secondary Diploma Program, 12
St Sebastian
Nick Metel's Ash Brokerage Experience January 2014 - May 2015
Job New Business Specialist
Industry Financial Services
Experience
Howard Bailey Financial June 2015 - Present
Ash Brokerage January 2014 - May 2015
Ash Brokerage December 2012 - January 2014
Ash Brokerage October 2008 - December 2012
Skills
Fixed Annuities, Insurance, Life Insurance, Creative Writing, Writing, Long-term Care, Term Life Insurance, Employee Benefits, Financial Advisory, Series 6, Series 7, Long Term Care Insurance, Sales, Series 63, 401k, New Agent Onboarding, Health Insurance, Disability Insurance, Whole Life
Education
Indiana University—Purdue University Fort Wayne 1995 — 1999
Bachelor of Arts (BA), Media and Public Communication
Howard Bailey Financial June 2015 - Present
Ash Brokerage January 2014 - May 2015
Ash Brokerage December 2012 - January 2014
Ash Brokerage October 2008 - December 2012
Skills
Fixed Annuities, Insurance, Life Insurance, Creative Writing, Writing, Long-term Care, Term Life Insurance, Employee Benefits, Financial Advisory, Series 6, Series 7, Long Term Care Insurance, Sales, Series 63, 401k, New Agent Onboarding, Health Insurance, Disability Insurance, Whole Life
Education
Indiana University—Purdue University Fort Wayne 1995 — 1999
Bachelor of Arts (BA), Media and Public Communication
David Plumb, MBA, CLU, ChFC David Plumb, MBA, CLU, ChFC's Ash Brokerage Experience October 2003 - July 2008
Job Sales Consultant at Capstone Benefits
Industry Insurance
Experience
Capstone Benefits Group March 2014 - Present
Compliancedashboard March 2014 - Present
Illinois Mutual July 2008 - March 2014
Ash Brokerage October 2003 - July 2008
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Health Insurance, Brokers, Income Protection, Whole Life, Long Term Care Insurance, Retirement, Insurance, Critical Illness, 401k, Retirement Planning, IRAs, Underwriting, Employee Benefits, Universal Life, Accident, Long-term Care, Financial Planners, General Insurance, Commercial Insurance, Property & Casualty..., Estate Planning, Health Savings Accounts, Medicare, Group Insurance, Variable Annuities, Series 6, Financial Advisory, Liability, Umbrella Insurance, Claim, Financial Planning
Education
The American College 2012 — 2013
Chartered Financial Consultant (ChFC)
Indiana University 2011 — 2012
Master of Business Administration (M.B.A.)
The American College 2010 — 2011
Chartered Life Underwriter (CLU)
Indiana University 1995 — 2000
Bachelor of Science (BS), Majored in Finance, Minored in Economics
Capstone Benefits Group March 2014 - Present
Compliancedashboard March 2014 - Present
Illinois Mutual July 2008 - March 2014
Ash Brokerage October 2003 - July 2008
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Health Insurance, Brokers, Income Protection, Whole Life, Long Term Care Insurance, Retirement, Insurance, Critical Illness, 401k, Retirement Planning, IRAs, Underwriting, Employee Benefits, Universal Life, Accident, Long-term Care, Financial Planners, General Insurance, Commercial Insurance, Property & Casualty..., Estate Planning, Health Savings Accounts, Medicare, Group Insurance, Variable Annuities, Series 6, Financial Advisory, Liability, Umbrella Insurance, Claim, Financial Planning
Education
The American College 2012 — 2013
Chartered Financial Consultant (ChFC)
Indiana University 2011 — 2012
Master of Business Administration (M.B.A.)
The American College 2010 — 2011
Chartered Life Underwriter (CLU)
Indiana University 1995 — 2000
Bachelor of Science (BS), Majored in Finance, Minored in Economics
Jesica Byndom Jesica Byndom's Ash Brokerage Experience September 2008 - Present
Job Relationship Case Manager at Ash Brokerage specializing in Life Insurance | Relationship Building
Industry Financial Services
Experience
Ash Brokerage September 2008 - Present
Skills
Life Insurance, Case Managment, Underwriting, Financial Risk, Customer Oriented, Team Building, Term Life Insurance, Insurance, Universal Life, Medical Underwriting, Long Term Care Insurance, Health Insurance, Long-term Care, Brokers, Whole Life, Financial Planners, Disability Insurance, Fixed Annuities, Case Management, Customer Service, Estate Planning, Series 6, Retirement, Retirement Planning, Financial Planning
Education
Ivy Tech Community College 2005 — 2007
Ash Brokerage September 2008 - Present
Skills
Life Insurance, Case Managment, Underwriting, Financial Risk, Customer Oriented, Team Building, Term Life Insurance, Insurance, Universal Life, Medical Underwriting, Long Term Care Insurance, Health Insurance, Long-term Care, Brokers, Whole Life, Financial Planners, Disability Insurance, Fixed Annuities, Case Management, Customer Service, Estate Planning, Series 6, Retirement, Retirement Planning, Financial Planning
Education
Ivy Tech Community College 2005 — 2007
Jon Duvall's Ash Brokerage Experience July 2011 - Present
Job Commission Accounting Team Lead at Ash Brokerage specializing in Advisor Compensation | Commissions | Reporting
Industry Financial Services
Experience
Ash Brokerage July 2011 - Present
Education
Indiana Wesleyan University
Bachelor of Science (BS), Accounting and Finance
Ash Brokerage July 2011 - Present
Education
Indiana Wesleyan University
Bachelor of Science (BS), Accounting and Finance
Kailea Shapiro Kailea Shapiro's Ash Brokerage Experience June 2008 - October 2014
Job Sales / J.S. McCarthy
Industry Printing
Experience
J.S. McCarthy Printers December 2014 - Present
Ash Brokerage June 2008 - October 2014
Skills
Insurance, Disability Insurance, Term Life Insurance, Fixed Annuities, Wealth
Education
University of Maine 2004 — 2008
Sociology
J.S. McCarthy Printers December 2014 - Present
Ash Brokerage June 2008 - October 2014
Skills
Insurance, Disability Insurance, Term Life Insurance, Fixed Annuities, Wealth
Education
University of Maine 2004 — 2008
Sociology
Maria Sarci Maria Sarci's Ash Brokerage Experience February 2015 - Present
Job Vice President Strategic Initiatives at Ash Brokerage specializing in Advisor Retention | New Business Strategies
Industry Financial Services
Experience
Ash Brokerage February 2015 - Present
Ash Brokerage January 2009 - February 2015
Skills
Insurance, Underwriting, Fixed Annuities, Disability Insurance, Life Insurance, Brokers, Long-term Care, Term Life Insurance, Retirement, Universal Life, Long Term Care Insurance, Nursing Care, Assisted Living, Indexed Annuities, Key Person Insurance, Estate Planning, Strategic Planning, Negotiation, Financial Planners, Strategic Financial..., Retirement Planning, Financial Services, Series 6
Education
Monmouth University
Ash Brokerage February 2015 - Present
Ash Brokerage January 2009 - February 2015
Skills
Insurance, Underwriting, Fixed Annuities, Disability Insurance, Life Insurance, Brokers, Long-term Care, Term Life Insurance, Retirement, Universal Life, Long Term Care Insurance, Nursing Care, Assisted Living, Indexed Annuities, Key Person Insurance, Estate Planning, Strategic Planning, Negotiation, Financial Planners, Strategic Financial..., Retirement Planning, Financial Services, Series 6
Education
Monmouth University
Jennifer Sroczynski (Badal)'s Ash Brokerage Experience November 2014 - Present
Job Vice President of Human Resources at Ash Brokerage specializing in Recruitment | Organizational Development
Industry Financial Services
Experience
Ash Brokerage November 2014 - Present
Ash Brokerage 2014 - 2015
Franklin Electric May 2013 - October 2014
Regal Beloit March 2006 - May 2013
DaimlerChrysler Corporation June 2005 - March 2006
Process Development Corporation September 2002 - May 2005
Delphi Energy & Engine Management System June 1994 - March 2001
General Motors June 1994 - March 2001
General Motors Detroit Assembly September 1997 - September 1998
General Motors Truck Group June 1994 - September 1997
Skills
Employee Relations, Performance Management, Talent Acquisition, HR Strategy, Manufacturing, HR Consulting, lean six sigma, Value Stream Mapping, Training Delivery, Employee Benefits, Onboarding, Union Experience, Oracle HR, Investigation, Six Sigma, Corporate Acquistion, Corporate Divestiture, Immigration Law, Immigration Issues, Strategic Partnerships, Personnel Management, Recruiting, Human Resources, Interviews, Sourcing, Talent Management, Labor Relations, Training, New Hire Orientations, Strategy, Coaching, Policy, Succession Planning, Career Development, HRIS, Workforce Planning, Benefits Administration, HR Policies, Union Avoidance, Strategic HR, FMLA, Compensation, Employee Engagement, Union, College Recruiting, Affirmative Action, Applicant Tracking..., Organizational..., Salary, Start-ups
Education
Baker College, Center of Graduate Studies
Master, Business AdministrationLeadership Studies/Human Resources
Purdue University
Bachelor of Science, Personnel
Purdue University
Bachelor of Science, Organization Leadership and Behavior/Business
Ash Brokerage November 2014 - Present
Ash Brokerage 2014 - 2015
Franklin Electric May 2013 - October 2014
Regal Beloit March 2006 - May 2013
DaimlerChrysler Corporation June 2005 - March 2006
Process Development Corporation September 2002 - May 2005
Delphi Energy & Engine Management System June 1994 - March 2001
General Motors June 1994 - March 2001
General Motors Detroit Assembly September 1997 - September 1998
General Motors Truck Group June 1994 - September 1997
Skills
Employee Relations, Performance Management, Talent Acquisition, HR Strategy, Manufacturing, HR Consulting, lean six sigma, Value Stream Mapping, Training Delivery, Employee Benefits, Onboarding, Union Experience, Oracle HR, Investigation, Six Sigma, Corporate Acquistion, Corporate Divestiture, Immigration Law, Immigration Issues, Strategic Partnerships, Personnel Management, Recruiting, Human Resources, Interviews, Sourcing, Talent Management, Labor Relations, Training, New Hire Orientations, Strategy, Coaching, Policy, Succession Planning, Career Development, HRIS, Workforce Planning, Benefits Administration, HR Policies, Union Avoidance, Strategic HR, FMLA, Compensation, Employee Engagement, Union, College Recruiting, Affirmative Action, Applicant Tracking..., Organizational..., Salary, Start-ups
Education
Baker College, Center of Graduate Studies
Master, Business AdministrationLeadership Studies/Human Resources
Purdue University
Bachelor of Science, Personnel
Purdue University
Bachelor of Science, Organization Leadership and Behavior/Business
John DeMinico John DeMinico's Ash Brokerage Experience February 2004 - June 2007
Job Director of Professional & Practice Development at Penn Mutual
Industry Financial Services
Experience
Penn Mutual March 2015 - Present
One Resource Group January 2010 - March 2015
AIG June 2007 - September 2010
Ash Brokerage February 2004 - June 2007
John Hancock Financial Services November 1992 - February 2004
Skills
Finacial Services, Customer Service, Sales, Sales Management, Account Management, New Business Development, Banking, Management, Microsoft Excel, Microsoft Office, Strategic Planning, Business Development, Business Strategy, Financial Analysis, Negotiation, Marketing, Marketing Strategy, Business Analysis, Project Management, Risk Management, Investments
Education
The American College 1992 — 2014
CLU ChFC
University of Massachusetts Boston 1988 — 1992
Bachelor of Science (BS), Business/Managerial Economics
Penn Mutual March 2015 - Present
One Resource Group January 2010 - March 2015
AIG June 2007 - September 2010
Ash Brokerage February 2004 - June 2007
John Hancock Financial Services November 1992 - February 2004
Skills
Finacial Services, Customer Service, Sales, Sales Management, Account Management, New Business Development, Banking, Management, Microsoft Excel, Microsoft Office, Strategic Planning, Business Development, Business Strategy, Financial Analysis, Negotiation, Marketing, Marketing Strategy, Business Analysis, Project Management, Risk Management, Investments
Education
The American College 1992 — 2014
CLU ChFC
University of Massachusetts Boston 1988 — 1992
Bachelor of Science (BS), Business/Managerial Economics
Randy Kitzmiller, CLU®, RICP®, FLMI®, ACS®'s Ash Brokerage Experience July 2013 - Present
Job Regional Vice President at Ash Brokerage specializing in Annuities | New Business Development | Consultative Sales
Industry Financial Services
Experience
Ash Brokerage July 2013 - Present
InSource Inc. June 2003 - July 2013
Jackson National Life January 1998 - June 2003
Skills
Fixed Annuities, Series 6, Sales, Financial Services, Life Insurance, Variable Annuities, Retirement, Series 63, Public Speaking, IRAs, Indexed Annuities, Sales Management, Retirement Planning, Insurance, Estate Planning, Strategic Financial..., Long Term Care Insurance, 401k, Long-term Care, Mutual Funds, Relationship Management, Annuity Sales, Wealth Accumulation, Equity Indexed Annuities, Income Protection, Permanent Life Insurance, Retirement Savings, Life, Brokers, Investment Strategies, Term Life Insurance, Universal Life, Whole Life, Disability Insurance, Underwriting, Financial Advisory, Financial Planners, Pensions, Health Insurance, Fixed Income, Financial Planning
Education
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Actuarial Science
Ash Brokerage July 2013 - Present
InSource Inc. June 2003 - July 2013
Jackson National Life January 1998 - June 2003
Skills
Fixed Annuities, Series 6, Sales, Financial Services, Life Insurance, Variable Annuities, Retirement, Series 63, Public Speaking, IRAs, Indexed Annuities, Sales Management, Retirement Planning, Insurance, Estate Planning, Strategic Financial..., Long Term Care Insurance, 401k, Long-term Care, Mutual Funds, Relationship Management, Annuity Sales, Wealth Accumulation, Equity Indexed Annuities, Income Protection, Permanent Life Insurance, Retirement Savings, Life, Brokers, Investment Strategies, Term Life Insurance, Universal Life, Whole Life, Disability Insurance, Underwriting, Financial Advisory, Financial Planners, Pensions, Health Insurance, Fixed Income, Financial Planning
Education
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Actuarial Science
Denny Williamson, CLU's Ash Brokerage Experience April 2014 - Present
Job Regional Vice President, Protection Products at Ash Brokerage specializing in Retirement Planning | Insurance Sales
Industry Financial Services
Experience
Ash Brokerage April 2014 - Present
Underwriters Inc January 1976 - March 2014
Skills
Insurance, Underwriting, Commercial Insurance, Retirement Planning, Legal Liability, Liability, Life Insurance, Income Protection, Estate Planning, Disability Insurance, Long Term Care Insurance, Financial Advisory
Education
Olivet Nazarene University 1971 — 1975
Business, Marketing, Economics
Ash Brokerage April 2014 - Present
Underwriters Inc January 1976 - March 2014
Skills
Insurance, Underwriting, Commercial Insurance, Retirement Planning, Legal Liability, Liability, Life Insurance, Income Protection, Estate Planning, Disability Insurance, Long Term Care Insurance, Financial Advisory
Education
Olivet Nazarene University 1971 — 1975
Business, Marketing, Economics
Diane M. Leone's Ash Brokerage Experience August 2013 - May 2015
Job Retirement Solutions, Inc.
Industry Financial Services
Experience
Retirement Solutions, Inc. May 2015 - Present
YMCA of Greater Fort Wayne October 2005 - September 2015
Ash Brokerage August 2013 - May 2015
Bankers Life and Casualty August 2011 - August 2013
The Pampered Chef, Ltd. August 1997 - December 2002
Skills
Microsoft Excel, Customer Service, Term Life Insurance, Performance Management, Personal Development, Teamwork, Leadership Development, Process Improvement, Microsoft Office, Insurance, Microsoft Word, Training, Team Building, Management, Budgets, PowerPoint, Community Outreach, Whole Life, Staff Development, Long Term Care Insurance, Time Management, Public Speaking, Financial Advisory, Financial Analysis, Umbrella Insurance, Nonprofits, IRAs, Mutual Funds, Volunteer Management, Financial Planners, Financial Services, Financial Planning
Education
Purdue University 1982 — 1991
Bachelor of Arts, International Studies
Bishop Noll Institute 1978 — 1982
High School Diploma, College Preparation
Retirement Solutions, Inc. May 2015 - Present
YMCA of Greater Fort Wayne October 2005 - September 2015
Ash Brokerage August 2013 - May 2015
Bankers Life and Casualty August 2011 - August 2013
The Pampered Chef, Ltd. August 1997 - December 2002
Skills
Microsoft Excel, Customer Service, Term Life Insurance, Performance Management, Personal Development, Teamwork, Leadership Development, Process Improvement, Microsoft Office, Insurance, Microsoft Word, Training, Team Building, Management, Budgets, PowerPoint, Community Outreach, Whole Life, Staff Development, Long Term Care Insurance, Time Management, Public Speaking, Financial Advisory, Financial Analysis, Umbrella Insurance, Nonprofits, IRAs, Mutual Funds, Volunteer Management, Financial Planners, Financial Services, Financial Planning
Education
Purdue University 1982 — 1991
Bachelor of Arts, International Studies
Bishop Noll Institute 1978 — 1982
High School Diploma, College Preparation
Mikalyn Groover's Ash Brokerage Experience December 2014 - Present
Job New Business Team Lead at Ash Brokerage specializing in Life Insurance | Application Processing
Industry Financial Services
Experience
Ash Brokerage December 2014 - Present
Ash Brokerage June 2012 - November 2014
Education
Indiana University-Purdue University Fort Wayne (IPFW) 2006 — 2011
Business Management - General Studies
Ash Brokerage December 2014 - Present
Ash Brokerage June 2012 - November 2014
Education
Indiana University-Purdue University Fort Wayne (IPFW) 2006 — 2011
Business Management - General Studies
Karmen Adams Karmen Adams's Ash Brokerage Experience August 2001 - Present
Job Specialty Line Team Lead at Ash Brokerage specializing in Annuities | Employee Development | Training
Industry Financial Services
Experience
Ash Brokerage August 2001 - Present
Education
Trine University-Fort Wayne Regional Campus
Business Administration and Management, General
Homestead High School
Academic Diploma
Ash Brokerage August 2001 - Present
Education
Trine University-Fort Wayne Regional Campus
Business Administration and Management, General
Homestead High School
Academic Diploma
Sam Rocke, CFP®'s Ash Brokerage Experience June 2014 - Present
Job Life Insurance Portfolio Analysis Manager at Ash Brokerage
Industry Financial Services
Experience
Ash Brokerage June 2014 - Present
Ash Brokerage April 2012 - June 2014
Rocke & Smith Inc. July 2008 - April 2012
Education
Samford University
Bachelor of Science (BS), Finance and Financial Management Services
Ash Brokerage June 2014 - Present
Ash Brokerage April 2012 - June 2014
Rocke & Smith Inc. July 2008 - April 2012
Education
Samford University
Bachelor of Science (BS), Finance and Financial Management Services
Aaron Schneider's Ash Brokerage Experience 2001 - Present
Job Systems Engineer at Ash Brokerage
Industry Information Technology and Services
Experience
Ash Brokerage 2001 - Present
BISG 1999 - 2002
Ash Brokerage 1996 - 1999
Acacial Financial 1995 - 1996
Image Conversions & Management 1994 - 1994
Skills
VMware, Citrix, Windows, Novell, Compellent, Virtualization, Active Directory, Windows Server, SAN, Data Center, Symantec Backup, Veeam, HP, NetApp, Cisco UCS, iPad, iPhone, Visio, Network Administration, Servers, DHCP, DNS, Troubleshooting, FlexPod, Wireless Networking, Outlook, Groupwise, Printers, Windows XP Pro, Windows 7, Mobile Technology, Computer Hardware, IT Management, Citrix Metaframe, SQL, Microsoft Exchange, Networking, IIS, Storage, Cisco Technologies, Infrastructure, VMware Infrastructure, System Administration, VMware ESX, Storage Area Networks, Bomgar, EskerFax
Education
Purdue University 1997 — 2000
BS, BA, Computer Science
Ash Brokerage 2001 - Present
BISG 1999 - 2002
Ash Brokerage 1996 - 1999
Acacial Financial 1995 - 1996
Image Conversions & Management 1994 - 1994
Skills
VMware, Citrix, Windows, Novell, Compellent, Virtualization, Active Directory, Windows Server, SAN, Data Center, Symantec Backup, Veeam, HP, NetApp, Cisco UCS, iPad, iPhone, Visio, Network Administration, Servers, DHCP, DNS, Troubleshooting, FlexPod, Wireless Networking, Outlook, Groupwise, Printers, Windows XP Pro, Windows 7, Mobile Technology, Computer Hardware, IT Management, Citrix Metaframe, SQL, Microsoft Exchange, Networking, IIS, Storage, Cisco Technologies, Infrastructure, VMware Infrastructure, System Administration, VMware ESX, Storage Area Networks, Bomgar, EskerFax
Education
Purdue University 1997 — 2000
BS, BA, Computer Science
Tim Werling's Ash Brokerage Experience February 2008 - Present
Job Internal Annuity Wholesaler at Ash Brokerage specializing in Fixed | Deferred | Immediate | Indexed Annuities
Industry Financial Services
Experience
Ash Brokerage February 2008 - Present
Skills
Sales, Financial Planners, Fixed Annuities, Analysis, New Business Development, Life Insurance, Long Term Care Insurance, Disability Insurance, Business Case Design, Insurance, Employee Benefits, Financial Services, Retirement, Retirement Planning, Term Life Insurance, Universal Life, Series 6, Whole Life, Variable Annuities, Financial Planning
Education
Indiana Wesleyan University 1997 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Ash Brokerage February 2008 - Present
Skills
Sales, Financial Planners, Fixed Annuities, Analysis, New Business Development, Life Insurance, Long Term Care Insurance, Disability Insurance, Business Case Design, Insurance, Employee Benefits, Financial Services, Retirement, Retirement Planning, Term Life Insurance, Universal Life, Series 6, Whole Life, Variable Annuities, Financial Planning
Education
Indiana Wesleyan University 1997 — 1999
Bachelor of Science (BS), Business Administration and Management, General
Nerissa Maguire's Ash Brokerage Experience December 2012 - Present
Job Life Case Manager at Ash Brokerage specializing in Application Processing | Carrier Relationships
Industry Financial Services
Experience
Ash Brokerage December 2012 - Present
M&O Marketing July 2012 - October 2012
M&O Marketing February 2011 - October 2012
Hantz Group 2007 - 2011
Hantz Group 2007 - 2011
Hantz Financial Services 2007 - 2011
Skills
Customer Service, Strategic Financial..., Retirement Planning, Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Employee Benefits, Wealth Management, Fixed Annuities
Education
Saginaw Valley State University 2002 — 2007
Arts & Behavorial Science, Communications & Crimigal Justice
Ash Brokerage December 2012 - Present
M&O Marketing July 2012 - October 2012
M&O Marketing February 2011 - October 2012
Hantz Group 2007 - 2011
Hantz Group 2007 - 2011
Hantz Financial Services 2007 - 2011
Skills
Customer Service, Strategic Financial..., Retirement Planning, Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Employee Benefits, Wealth Management, Fixed Annuities
Education
Saginaw Valley State University 2002 — 2007
Arts & Behavorial Science, Communications & Crimigal Justice
Sabra Combs's Ash Brokerage Experience July 2014 - November 2014
Job Graphic Designer
Industry Graphic Design
Experience
Art Babe Unlimited 2001 - Present
Ash Brokerage July 2014 - November 2014
Diskey Architectural Signage June 2013 - July 2014
IPFW College of Visual and Performing Arts August 2010 - May 2013
Paint the Town Graphics, Inc. August 1998 - July 2001
Skills
Graphic Design, Typography, InDesign, Illustrator, Layout, Posters, Adobe Creative Suite, Corporate Identity, Brochures, Illustration, Graphics, Logo Design
Education
Indiana University-Purdue University at Fort Wayne
BFA Visual Communication and Design, Graphic Design, 3.8 GPA
University of Saint Francis
Associate of Arts (AA), Commercial Art
Art Babe Unlimited 2001 - Present
Ash Brokerage July 2014 - November 2014
Diskey Architectural Signage June 2013 - July 2014
IPFW College of Visual and Performing Arts August 2010 - May 2013
Paint the Town Graphics, Inc. August 1998 - July 2001
Skills
Graphic Design, Typography, InDesign, Illustrator, Layout, Posters, Adobe Creative Suite, Corporate Identity, Brochures, Illustration, Graphics, Logo Design
Education
Indiana University-Purdue University at Fort Wayne
BFA Visual Communication and Design, Graphic Design, 3.8 GPA
University of Saint Francis
Associate of Arts (AA), Commercial Art
Brad Smock's Ash Brokerage Experience March 2003 - April 2014
Job Field Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company April 2014 - Present
Ash Brokerage March 2003 - April 2014
Ash Brokerage April 2009 - January 2011
Skills
Life Insurance, Estate Planning, Consultative Sales, Concept knowledge
Education
Purdue University 1997 — 2001
Organizational Leadership and Supervision
Carroll High School
Pacific Life Insurance Company April 2014 - Present
Ash Brokerage March 2003 - April 2014
Ash Brokerage April 2009 - January 2011
Skills
Life Insurance, Estate Planning, Consultative Sales, Concept knowledge
Education
Purdue University 1997 — 2001
Organizational Leadership and Supervision
Carroll High School
Ryan Benton Ryan Benton's Ash Brokerage Experience June 2009 - Present
Job Digital Marketing Manager at Ash Brokerage specializing in Web Design | Email Marketing
Industry Financial Services
Experience
Ash Brokerage June 2009 - Present
Ryan Benton Design June 2005 - Present
Morris Arboretum of the University of Pennsylvania December 2008 - May 2009
Berwyn United Methodist Church March 2006 - May 2009
Ithaca College January 2005 - December 2005
Skills
Photoshop, Microsoft Office, Illustrator, Dreamweaver, HTML, CSS, Mac, Final Cut Pro, Premiere, Adobe Creative Suite, InDesign, Web Development, Editing, SQL, PHP, Copywriting, Graphic Design, Web Design, Front-end Design, HTML 5, Email Marketing, Advertising
Education
West Chester University of Pennsylvania 2006 — 2008
B.A., Communication Studies, Web Technology
Ithaca College 2004 — 2005
Television and Radio, concentration in Video Production
Ash Brokerage June 2009 - Present
Ryan Benton Design June 2005 - Present
Morris Arboretum of the University of Pennsylvania December 2008 - May 2009
Berwyn United Methodist Church March 2006 - May 2009
Ithaca College January 2005 - December 2005
Skills
Photoshop, Microsoft Office, Illustrator, Dreamweaver, HTML, CSS, Mac, Final Cut Pro, Premiere, Adobe Creative Suite, InDesign, Web Development, Editing, SQL, PHP, Copywriting, Graphic Design, Web Design, Front-end Design, HTML 5, Email Marketing, Advertising
Education
West Chester University of Pennsylvania 2006 — 2008
B.A., Communication Studies, Web Technology
Ithaca College 2004 — 2005
Television and Radio, concentration in Video Production
Steven Closs's Ash Brokerage Experience March 2013 - Present
Job Advisor Life & Health Insurance
Industry Insurance
Experience
Ash Brokerage March 2013 - Present
Farmers Insurance March 2012 - March 2013
S.R. Closs Medical Marketing LLC October 2009 - February 2012
American Medical Systems March 2007 - October 2009
Pfizer December 1998 - December 2006
United States Air Force July 1988 - July 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Contract Negotiation, Budgets, Marketing, Training, Sales
Education
University of Kentucky
Bachelor of Arts (B.A.), Communication
Ash Brokerage March 2013 - Present
Farmers Insurance March 2012 - March 2013
S.R. Closs Medical Marketing LLC October 2009 - February 2012
American Medical Systems March 2007 - October 2009
Pfizer December 1998 - December 2006
United States Air Force July 1988 - July 1992
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, Teaching, HTML, Contract Negotiation, Budgets, Marketing, Training, Sales
Education
University of Kentucky
Bachelor of Arts (B.A.), Communication
Andrew Dahman's Ash Brokerage Experience May 2014 - Present
Job IT Project Manager at Ash Brokerage
Industry Financial Services
Experience
Ash Brokerage May 2014 - Present
Exelis August 2011 - May 2014
ITT June 2008 - August 2011
Skills
.NET, Microsoft SQL Server, Business Objects, Six Sigma, SharePoint, IT Management, IT Project Leadership, K2, Mobile Applications, Web Applications, Applications Software..., Business Intelligence, Process Automation, Process Improvement, Application..., Business Workflows, Business Process, Requirements Gathering, Management, Software Project..., Systems Analysis, Databases, Disaster Recovery, System Administration, ITIL, Integration, Project Planning, System Architecture, Systems Engineering, SDLC, SQL, Enterprise Software, Agile Project Management, Software Development, Leadership, Visio, Testing, Crystal Reports, Security, Database Design, Requirements Management, MS Project, Requirements Analysis, Software Documentation, Troubleshooting, Program Management, System Design, ERP, Microsoft Project, Project Management
Education
Indiana University-Purdue University at Fort Wayne 2010 — 2012
Masters of Business Administration, 3.80
Purdue University-North Central Campus 2005 — 2009
Bachelor's of Science, C&IT - Information Systems, 3.75
Ash Brokerage May 2014 - Present
Exelis August 2011 - May 2014
ITT June 2008 - August 2011
Skills
.NET, Microsoft SQL Server, Business Objects, Six Sigma, SharePoint, IT Management, IT Project Leadership, K2, Mobile Applications, Web Applications, Applications Software..., Business Intelligence, Process Automation, Process Improvement, Application..., Business Workflows, Business Process, Requirements Gathering, Management, Software Project..., Systems Analysis, Databases, Disaster Recovery, System Administration, ITIL, Integration, Project Planning, System Architecture, Systems Engineering, SDLC, SQL, Enterprise Software, Agile Project Management, Software Development, Leadership, Visio, Testing, Crystal Reports, Security, Database Design, Requirements Management, MS Project, Requirements Analysis, Software Documentation, Troubleshooting, Program Management, System Design, ERP, Microsoft Project, Project Management
Education
Indiana University-Purdue University at Fort Wayne 2010 — 2012
Masters of Business Administration, 3.80
Purdue University-North Central Campus 2005 — 2009
Bachelor's of Science, C&IT - Information Systems, 3.75
Gus Asfour Gus Asfour's Ash Brokerage Experience April 2010 - November 2011
Job Life,health and annuity agent at Indpendent
Industry Insurance
Experience
UnitedHealth Group July 2013 - Present
Independent Life Insurance Agent July 2011 - Present
Ash Brokerage April 2010 - November 2011
Insurance Designers of Florida April 2009 - February 2010
Life Brokerage Financial January 2006 - December 2008
tampa Pain Relief Center September 2004 - March 2006
Tampa Pain Relief Center September 2004 - April 2005
Blue Cross & Blue Shield August 1999 - September 2004
Skills
Insurance, Customer Service, Underwriting, Customer Relations, Administration, Data Entry, Term Life Insurance, Healthcare, Documentation, Problem Solving, Linguistics, Project Management, Banking, Wealth Management, Life Insurance, Whole Life, Fixed Annuities, Software Documentation, Marketing
Education
St. Petersburg College 2011 — 2014
BS, Business Administration
Rutgers University 1992 — 1994
AS; BS; in preparation to BS, Management and Leadership; Management and Leadership; Business Administration achieved
UnitedHealth Group July 2013 - Present
Independent Life Insurance Agent July 2011 - Present
Ash Brokerage April 2010 - November 2011
Insurance Designers of Florida April 2009 - February 2010
Life Brokerage Financial January 2006 - December 2008
tampa Pain Relief Center September 2004 - March 2006
Tampa Pain Relief Center September 2004 - April 2005
Blue Cross & Blue Shield August 1999 - September 2004
Skills
Insurance, Customer Service, Underwriting, Customer Relations, Administration, Data Entry, Term Life Insurance, Healthcare, Documentation, Problem Solving, Linguistics, Project Management, Banking, Wealth Management, Life Insurance, Whole Life, Fixed Annuities, Software Documentation, Marketing
Education
St. Petersburg College 2011 — 2014
BS, Business Administration
Rutgers University 1992 — 1994
AS; BS; in preparation to BS, Management and Leadership; Management and Leadership; Business Administration achieved
Joseph Clauser's Ash Brokerage Experience September 2009 - October 2011
Job Data Analyst at Swiss Re
Industry Insurance
Experience
Swiss Re August 2015 - Present
Medical Protective December 2011 - June 2015
Ash Brokerage September 2009 - October 2011
One Resource Group February 2004 - September 2009
Enterprise Rent-A-Car March 2003 - February 2004
Skills
Customer Service, Insurance, Term Life Insurance, Underwriting, Disability Insurance, Management, Sales, Life Insurance, Microsoft Office, Leadership, Volunteering, Volunteer Recruiting, Analysis, Business Analysis
Education
Indiana Wesleyan University 2012 — 2014
Bachelor of Science (BS), Business Information Systems
Indiana University-Purdue University at Fort Wayne 1997 — 2003
BA, Communication
Northrop 1992 — 1996
High School
State of Indiana Life Insurance
Swiss Re August 2015 - Present
Medical Protective December 2011 - June 2015
Ash Brokerage September 2009 - October 2011
One Resource Group February 2004 - September 2009
Enterprise Rent-A-Car March 2003 - February 2004
Skills
Customer Service, Insurance, Term Life Insurance, Underwriting, Disability Insurance, Management, Sales, Life Insurance, Microsoft Office, Leadership, Volunteering, Volunteer Recruiting, Analysis, Business Analysis
Education
Indiana Wesleyan University 2012 — 2014
Bachelor of Science (BS), Business Information Systems
Indiana University-Purdue University at Fort Wayne 1997 — 2003
BA, Communication
Northrop 1992 — 1996
High School
State of Indiana Life Insurance
Rachel Landrum's Ash Brokerage Experience November 2013 - Present
Job Underwriter at Ash Brokerage specializing in Life Insurance | Medical Underwriting | Client Advocacy
Industry Financial Services
Experience
Ash Brokerage November 2013 - Present
Ash Brokerage 2007 - November 2013
Waterfield Financial July 2002 - March 2006
Skills
Insurance, Customer Service, Negotiation, Quality Assurance, Analysis, Problem Solving, Customer Satisfaction, Team Building, Term Life Insurance, Universal Life, Underwriting, Process Improvement, Outlook, Software Documentation, Fixed Annuities, Retirement Planning, Life Insurance, Sales, Financial Planning, Employee Benefits, Disability Insurance, Brokers
Education
Purdue University 1999 — 2002
Media & Public Communication
Ash Brokerage November 2013 - Present
Ash Brokerage 2007 - November 2013
Waterfield Financial July 2002 - March 2006
Skills
Insurance, Customer Service, Negotiation, Quality Assurance, Analysis, Problem Solving, Customer Satisfaction, Team Building, Term Life Insurance, Universal Life, Underwriting, Process Improvement, Outlook, Software Documentation, Fixed Annuities, Retirement Planning, Life Insurance, Sales, Financial Planning, Employee Benefits, Disability Insurance, Brokers
Education
Purdue University 1999 — 2002
Media & Public Communication
Dan Lavigne's Ash Brokerage Experience May 2013 - Present
Job Regional Vice President at Ash Brokerage specializing in Annuities | Relationship Building | Estate Planning
Industry Financial Services
Experience
Ash Brokerage May 2013 - Present
WealthVest Marketing January 2011 - May 2013
InSource October 2007 - December 2010
TIAA-CREF October 2006 - October 2007
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Customer Service, Annuity Sales, Retirement Planning, Mutual Funds, Social Security, Asset Allocation, IRAs, 401k Rollovers, Wealth Management, Pensions, Relationship Management, New Business Development, Variable Annuities, Indexed Annuities, Long-term Care, Strategic Financial..., Insurance, Financial Planning
Education
University of Idaho
Bachelor of Science (B.S.), Accounting and Finance
Ash Brokerage May 2013 - Present
WealthVest Marketing January 2011 - May 2013
InSource October 2007 - December 2010
TIAA-CREF October 2006 - October 2007
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Customer Service, Annuity Sales, Retirement Planning, Mutual Funds, Social Security, Asset Allocation, IRAs, 401k Rollovers, Wealth Management, Pensions, Relationship Management, New Business Development, Variable Annuities, Indexed Annuities, Long-term Care, Strategic Financial..., Insurance, Financial Planning
Education
University of Idaho
Bachelor of Science (B.S.), Accounting and Finance
Greg Orendorff's Ash Brokerage Experience July 1994 - September 2002
Job Senior Marketing Director at Innovative Insurance Partners LLC
Industry Insurance
Experience
Innovative Insurance Partners LLC October 2012 - Present
One Resource Group September 2002 - October 2012
Ash Brokerage July 1994 - September 2002
Skills
Disability Insurance, Term Life Insurance, Fixed Annuities, Life Insurance, Insurance, Marketing, Retirement Planning, General Insurance, Sales, Underwriting, Long-term Care, Health Insurance, Whole Life, Retirement, Medicare, Brokers, Universal Life, Long Term Care Insurance
Education
Purdue University - Krannert School of Management
Bachelor of Science (BS), Marketing/Marketing Management, General, 16
Innovative Insurance Partners LLC October 2012 - Present
One Resource Group September 2002 - October 2012
Ash Brokerage July 1994 - September 2002
Skills
Disability Insurance, Term Life Insurance, Fixed Annuities, Life Insurance, Insurance, Marketing, Retirement Planning, General Insurance, Sales, Underwriting, Long-term Care, Health Insurance, Whole Life, Retirement, Medicare, Brokers, Universal Life, Long Term Care Insurance
Education
Purdue University - Krannert School of Management
Bachelor of Science (BS), Marketing/Marketing Management, General, 16
Kelley Rynearson-Cox Kelley Rynearson-Cox's Ash Brokerage Experience July 2008 - July 2015
Job Associate Underwriter at Medical Protective
Industry Insurance
Experience
MedPro Group July 2015 - Present
Ash Brokerage July 2008 - July 2015
One Resource Goup March 2004 - July 2008
Ash Brokerage February 2000 - March 2004
Skills
Insurance, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Life Insurance, Whole Life, Term Life Insurance, Critical Illness, Sales, Financial Advisory, Building Relationships, Human Resources, Management, New Business Development, Medical Terminology, Medical Underwriting, Equity Indexed Annuities, Leadership, Financial Planning, Relationship Building
Education
Purdue University 2011 — 2013
Bachelor of Science, Organizational Leadership and Supervision, Concentration-Business
Ivy Tech Community College 2009 — 2010
Associate of Science, Business Administration, Concentration-Human Resources Management
University of Saint Francis 2007 — 2009
Psychology, Business
Bellmont High School 1989 — 1993
MedPro Group July 2015 - Present
Ash Brokerage July 2008 - July 2015
One Resource Goup March 2004 - July 2008
Ash Brokerage February 2000 - March 2004
Skills
Insurance, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Life Insurance, Whole Life, Term Life Insurance, Critical Illness, Sales, Financial Advisory, Building Relationships, Human Resources, Management, New Business Development, Medical Terminology, Medical Underwriting, Equity Indexed Annuities, Leadership, Financial Planning, Relationship Building
Education
Purdue University 2011 — 2013
Bachelor of Science, Organizational Leadership and Supervision, Concentration-Business
Ivy Tech Community College 2009 — 2010
Associate of Science, Business Administration, Concentration-Human Resources Management
University of Saint Francis 2007 — 2009
Psychology, Business
Bellmont High School 1989 — 1993
Rich Lovett Rich Lovett's Ash Brokerage Experience January 2003 - February 2011
Job Lovett Financial Inc.
Industry Insurance
Experience
Lovett Financial, Inc. February 2012 - Present
Rich Lovett, Jr. February 2011 - February 2012
Ash Brokerage January 2003 - February 2011
R. Lovett Brokerage, Inc. 1991 - January 2003
Shumate Brokerage December 1989 - January 1991
Skills
Fixed Annuities, Life Insurance, Life Underwriting, Case Design, Long-Term Care Insurance, Insurance, Health Insurance, Strategic Financial..., Long Term Care Insurance, Retirement, Retirement Planning, Disability Insurance, Underwriting, Universal Life, Brokers, Term Life Insurance, Whole Life, Long-term Care, 401k, Critical Illness, Financial Planners
Education
AHIP 2006 — 2006
LTCP, Long-Term Care
The Life Underwriter Training Council 1994 — 1994
LUTCF
Lenoir-Rhyne College 1986 — 1989
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Andrew College 1983 — 1985
Lovett Financial, Inc. February 2012 - Present
Rich Lovett, Jr. February 2011 - February 2012
Ash Brokerage January 2003 - February 2011
R. Lovett Brokerage, Inc. 1991 - January 2003
Shumate Brokerage December 1989 - January 1991
Skills
Fixed Annuities, Life Insurance, Life Underwriting, Case Design, Long-Term Care Insurance, Insurance, Health Insurance, Strategic Financial..., Long Term Care Insurance, Retirement, Retirement Planning, Disability Insurance, Underwriting, Universal Life, Brokers, Term Life Insurance, Whole Life, Long-term Care, 401k, Critical Illness, Financial Planners
Education
AHIP 2006 — 2006
LTCP, Long-Term Care
The Life Underwriter Training Council 1994 — 1994
LUTCF
Lenoir-Rhyne College 1986 — 1989
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Andrew College 1983 — 1985
Tom Heitz's Ash Brokerage Experience August 2007 - May 2012
Job Director of Coaching Advisors Academy
Industry Insurance
Experience
Advisors' Academy January 2014 - Present
Heitz Financial & Coaching January 2002 - Present
Ash Brokerage August 2007 - May 2012
Heitz Financial December 1994 - September 2007
One Resource Group January 2004 - January 2005
NLP Chicago 2001 - 2002
CORE Group USA January 2001 - December 2001
Ash Brokerage January 1996 - December 2000
Chicago Mercantile Exchange September 1984 - October 1994
Skills
Sales Process, Leadership Development, Coaching, Selling Skills, Sales Presentations, Life Insurance, Team Leadership, Personal Development, Public Speaking, Strategy, Marketing, Training, Sales, Leadership, Insurance, Financial Services, Financial Advisory, Business Planning, Estate Planning, Long-term Care, Fixed Annuities, Financial Planners, Business Development
Education
University of Kentucky 1979 — 1984
Bachelor’s Degree, Business Administration
CoachU 1998 — 2000
Hamilton 1975 — 1979
Advisors' Academy January 2014 - Present
Heitz Financial & Coaching January 2002 - Present
Ash Brokerage August 2007 - May 2012
Heitz Financial December 1994 - September 2007
One Resource Group January 2004 - January 2005
NLP Chicago 2001 - 2002
CORE Group USA January 2001 - December 2001
Ash Brokerage January 1996 - December 2000
Chicago Mercantile Exchange September 1984 - October 1994
Skills
Sales Process, Leadership Development, Coaching, Selling Skills, Sales Presentations, Life Insurance, Team Leadership, Personal Development, Public Speaking, Strategy, Marketing, Training, Sales, Leadership, Insurance, Financial Services, Financial Advisory, Business Planning, Estate Planning, Long-term Care, Fixed Annuities, Financial Planners, Business Development
Education
University of Kentucky 1979 — 1984
Bachelor’s Degree, Business Administration
CoachU 1998 — 2000
Hamilton 1975 — 1979
Ryan S. Poulos Ryan S. Poulos's Ash Brokerage Experience January 2007 - Present
Job Insurance & Financial Products
Industry Insurance
Experience
New York Life Insurance Company January 2007 - Present
Crump Insurance January 2007 - Present
Ash Brokerage January 2007 - Present
CSI / Specialty Field Services March 2002 - October 2006
Skills
Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Insurance, Disability Insurance, Long-term Care, Employee Benefits, 401(k) Rollovers, Asset Protection, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Multi-Generational..., Multi-Generational..., Protection..., Small Business, Succession planning, Wealth Preservation..., At Retirement Funding, Mortgage Protection, Disability, Life Insurance
Education
University of Michigan-Flint
New York Life Insurance Company January 2007 - Present
Crump Insurance January 2007 - Present
Ash Brokerage January 2007 - Present
CSI / Specialty Field Services March 2002 - October 2006
Skills
Retirement Planning, Fixed Annuities, Retirement, Estate Planning, Insurance, Disability Insurance, Long-term Care, Employee Benefits, 401(k) Rollovers, Asset Protection, Annuity Sales, Gifting Strategies, Key Person Protection, Legacies, Multi-Generational..., Multi-Generational..., Protection..., Small Business, Succession planning, Wealth Preservation..., At Retirement Funding, Mortgage Protection, Disability, Life Insurance
Education
University of Michigan-Flint
Steve Wevodau Steve Wevodau's Ash Brokerage Experience April 2008 - September 2008
Job CoFounder and Managing Partner, Sauve Consulting Group, Inc.
Industry Insurance
Experience
Sauve Consulting Group, Inc. July 2011 - Present
Wevodau Insurance & Benefit Strategies, Inc. April 2009 - November 2010
Ash Brokerage April 2008 - September 2008
PSA Financial Center 2007 - 2008
WFG Capital Advisors June 2002 - February 2007
BISYS May 1993 - December 2001
Millers Mutual Insurance Company 1982 - 1993
Skills
Mergers, Mergers & Acquisitions, Strategic Planning, Business Development, Employee Benefits, Strategy
Education
Penn State University 1982 — 1986
Cumberland Valley High School
Sauve Consulting Group, Inc. July 2011 - Present
Wevodau Insurance & Benefit Strategies, Inc. April 2009 - November 2010
Ash Brokerage April 2008 - September 2008
PSA Financial Center 2007 - 2008
WFG Capital Advisors June 2002 - February 2007
BISYS May 1993 - December 2001
Millers Mutual Insurance Company 1982 - 1993
Skills
Mergers, Mergers & Acquisitions, Strategic Planning, Business Development, Employee Benefits, Strategy
Education
Penn State University 1982 — 1986
Cumberland Valley High School
Alicia Cervantes Alicia Cervantes's Ash Brokerage Experience June 2013 - Present
Job Producer Services Team Lead at Ash Brokerage specializing in Contract and Licensing Processes for Advisors
Industry Financial Services
Experience
Ash Brokerage June 2013 - Present
Ash Brokerage April 2009 - June 2013
Ash Brokerage September 2008 - April 2009
Education
International Business College
Associate's degree, Accounting
Ash Brokerage June 2013 - Present
Ash Brokerage April 2009 - June 2013
Ash Brokerage September 2008 - April 2009
Education
International Business College
Associate's degree, Accounting
Jeff Hood's Ash Brokerage Experience July 2013 - Present
Job Regional Vice President at Ash Brokerage specializing in Annuities | Relationship Building | Estate Planning
Industry Financial Services
Experience
Ash Brokerage July 2013 - Present
Education
Marian University 1977 — 1982
Bachelor of Science (B.S.), Secondary Education
Ash Brokerage July 2013 - Present
Education
Marian University 1977 — 1982
Bachelor of Science (B.S.), Secondary Education
Lynda Deeley's Ash Brokerage Experience June 2013 - August 2014
Job Insurance Professional
Industry Insurance
Experience
Ash Brokerage June 2013 - August 2014
Humana July 2009 - March 2012
Humana Clinical Pharmacy Review October 2006 - January 2009
The Kroger Co December 2001 - October 2006
Skills
Health Insurance, Insurance, Medicare, Claim, Commercial Insurance, Medicaid, Managed Care, HIPAA, Call Center, Customer Service, Access, Lotus Notes, Microsoft Excel, Microsoft Office, Visio, Team Building, Training, Outlook, Medicare Part D, Commercial Lines, Leadership, Management
Education
Butler High School 1998 — 2001
University of Louisville
Ash Brokerage June 2013 - August 2014
Humana July 2009 - March 2012
Humana Clinical Pharmacy Review October 2006 - January 2009
The Kroger Co December 2001 - October 2006
Skills
Health Insurance, Insurance, Medicare, Claim, Commercial Insurance, Medicaid, Managed Care, HIPAA, Call Center, Customer Service, Access, Lotus Notes, Microsoft Excel, Microsoft Office, Visio, Team Building, Training, Outlook, Medicare Part D, Commercial Lines, Leadership, Management
Education
Butler High School 1998 — 2001
University of Louisville
Joseph Svitek, CPA, CM&AA Joseph Svitek, CPA, CM&AA's Ash Brokerage Experience 2011 - Present
Job Chief Financial OfficerAsh Brokerage
Industry Insurance
Experience
Ash Brokerage 2011 - Present
The Medical Protective Company June 2004 - December 2010
General Electric June 2000 - June 2004
General Electric June 1998 - June 2000
General Electric January 1996 - June 1998
General Electric March 1994 - January 1996
IBM January 1992 - March 1994
Deloitte & Touche January 1987 - January 1992
Skills
Financial Analysis, Insurance, Project Management, Sourcing, Strategic Financial..., Financial Reporting, Mergers, Strategy, Mergers & Acquisitions, Finance, Due Diligence, Corporate Finance, Auditing, Financial Services, Leadership, Accounting, Management, Financial Planning
Education
Mercyhurst University 1981 — 1987
BA, Accounting
Ash Brokerage 2011 - Present
The Medical Protective Company June 2004 - December 2010
General Electric June 2000 - June 2004
General Electric June 1998 - June 2000
General Electric January 1996 - June 1998
General Electric March 1994 - January 1996
IBM January 1992 - March 1994
Deloitte & Touche January 1987 - January 1992
Skills
Financial Analysis, Insurance, Project Management, Sourcing, Strategic Financial..., Financial Reporting, Mergers, Strategy, Mergers & Acquisitions, Finance, Due Diligence, Corporate Finance, Auditing, Financial Services, Leadership, Accounting, Management, Financial Planning
Education
Mercyhurst University 1981 — 1987
BA, Accounting
Jeff Rhoades's Ash Brokerage Experience May 2011 - November 2013
Job Regional Sales Director Central Florida at Ohio National Financial Services
Industry Insurance
Experience
Ohio National Financial Services December 2013 - Present
Ash Brokerage May 2011 - November 2013
CUNA Mutual Group January 2008 - May 2011
Skills
Insurance, Retirement Planning, Fixed Annuities, Underwriting, Life Insurance, Term Life Insurance, Long-term Care, Brokers, Disability Insurance, Retirement, Universal Life, Relationship Management, Whole Life, Series 7, 401k, Series 63, Variable Annuities, Health Insurance, Series 6, Mutual Funds, Estate Planning, Financial Planners, Wealth Management
Education
Purdue University
Ohio National Financial Services December 2013 - Present
Ash Brokerage May 2011 - November 2013
CUNA Mutual Group January 2008 - May 2011
Skills
Insurance, Retirement Planning, Fixed Annuities, Underwriting, Life Insurance, Term Life Insurance, Long-term Care, Brokers, Disability Insurance, Retirement, Universal Life, Relationship Management, Whole Life, Series 7, 401k, Series 63, Variable Annuities, Health Insurance, Series 6, Mutual Funds, Estate Planning, Financial Planners, Wealth Management
Education
Purdue University
Brett Wentz's Ash Brokerage Experience February 2010 - October 2010
Job Fund Analyst at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman January 2013 - Present
Ash Brokerage February 2010 - October 2010
Ash Brokerage August 2008 - February 2010
Lincoln Financial Group 2007 - 2008
Lincoln Financial Group 2006 - 2007
Skills
Insurance, Microsoft Excel, Auditing, Accounting, PowerPoint, Microsoft Word, Process Improvement, Strategic Financial..., Outlook, Access, Analysis, Microsoft Office, Business Analysis, Employee Benefits, Risk Management, Investments, Customer Service, Financial Analysis, Team Leadership, Financial Reporting, Internal Audit, Finance, Sarbanes-Oxley Act, Internal Controls
Education
Indiana University—Purdue University Fort Wayne 2009 — 2010
MBA, Business
Indiana University—Purdue University Fort Wayne 2003 — 2006
Bachelor of Science, Accounting
Brown Brothers Harriman January 2013 - Present
Ash Brokerage February 2010 - October 2010
Ash Brokerage August 2008 - February 2010
Lincoln Financial Group 2007 - 2008
Lincoln Financial Group 2006 - 2007
Skills
Insurance, Microsoft Excel, Auditing, Accounting, PowerPoint, Microsoft Word, Process Improvement, Strategic Financial..., Outlook, Access, Analysis, Microsoft Office, Business Analysis, Employee Benefits, Risk Management, Investments, Customer Service, Financial Analysis, Team Leadership, Financial Reporting, Internal Audit, Finance, Sarbanes-Oxley Act, Internal Controls
Education
Indiana University—Purdue University Fort Wayne 2009 — 2010
MBA, Business
Indiana University—Purdue University Fort Wayne 2003 — 2006
Bachelor of Science, Accounting
Matt Erpelding, CLU's Ash Brokerage Experience January 2012 - Present
Job Director of Advanced Markets at Ash Brokerage specializing in Advanced Case Design | Business Succession Planning
Industry Financial Services
Experience
Ash Brokerage January 2012 - Present
Ash Brokerage December 2008 - January 2012
Ash Brokerage May 2005 - December 2008
National City Bank March 2004 - May 2005
Skills
Underwriting, Insurance, Disability Insurance, Term Life Insurance, Life Insurance, Fixed Annuities, Indexed Annuities, New Business Development, Negotiation, Long-term Care, Universal Life, Whole Life, Financial Services, Financial Planners, Retirement Planning, Estate Planning, Financial Advisory, Strategic Financial..., Analysis, Sales, Retirement, Financial Planning
Education
Indiana University-Purdue University at Fort Wayne 1996 — 2000
Bachelor's degree, Finance, General
Ash Brokerage January 2012 - Present
Ash Brokerage December 2008 - January 2012
Ash Brokerage May 2005 - December 2008
National City Bank March 2004 - May 2005
Skills
Underwriting, Insurance, Disability Insurance, Term Life Insurance, Life Insurance, Fixed Annuities, Indexed Annuities, New Business Development, Negotiation, Long-term Care, Universal Life, Whole Life, Financial Services, Financial Planners, Retirement Planning, Estate Planning, Financial Advisory, Strategic Financial..., Analysis, Sales, Retirement, Financial Planning
Education
Indiana University-Purdue University at Fort Wayne 1996 — 2000
Bachelor's degree, Finance, General
Jennifer Nichols, H.C., RYT 200 Jennifer Nichols, H.C., RYT 200's Ash Brokerage Experience 2007 - 2012
Job Senior Business Analyst at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group May 2012 - Present
PranaYoga School of Health September 2012 - Present
Ash Brokerage 2007 - 2012
Prudential Financial April 2006 - March 2007
Comfort Shoes January 1999 - April 2006
Lifetime Fitness April 2001 - December 2001
Skills
Insurance, Public Speaking, Customer Service, Microsoft Office, Process Improvement, Relationship Management, Strategic Planning, Long-term Care, Fixed Annuities, Coaching, Management, Team Building, Sales Management, Team Leadership, Microsoft Excel, New Business Development, Holistic Health, Project Planning, Sales
Education
Institute for Integrative Nutrition 2012 — 2013
Holistic Health Coach, Health and Nutrition
Academy of Life Underwriting 2011 — 2011
Course 101 - Passed
College of St. Catherine 1998 — 2000
BS, Dietetics
Lincoln Financial Group May 2012 - Present
PranaYoga School of Health September 2012 - Present
Ash Brokerage 2007 - 2012
Prudential Financial April 2006 - March 2007
Comfort Shoes January 1999 - April 2006
Lifetime Fitness April 2001 - December 2001
Skills
Insurance, Public Speaking, Customer Service, Microsoft Office, Process Improvement, Relationship Management, Strategic Planning, Long-term Care, Fixed Annuities, Coaching, Management, Team Building, Sales Management, Team Leadership, Microsoft Excel, New Business Development, Holistic Health, Project Planning, Sales
Education
Institute for Integrative Nutrition 2012 — 2013
Holistic Health Coach, Health and Nutrition
Academy of Life Underwriting 2011 — 2011
Course 101 - Passed
College of St. Catherine 1998 — 2000
BS, Dietetics
Scott Potter's Ash Brokerage Experience 2007 - 2008
Job Professional Healthcare Recruiter/Recruiter Lead at Maxim Healthcare Services
Industry Hospital & Health Care
Experience
Maxim Healthcare Services July 2015 - Present
Maxim Healthcare Services November 2012 - Present
Maxim Healthcare Services July 2009 - November 2012
Maxim Healthcare Services July 2008 - July 2009
Ash Brokerage 2007 - 2008
Skills
Onboarding, Human Resources, Healthcare, Applicant Tracking..., Benefits Administration, Healthcare Management, Employee Relations, Employee Benefits, Talent Acquisition, Staffing Services, Recruiting, New Hire Orientations, Resume Writing, Cold Calling, Temporary Placement
Education
Indiana University—Purdue University Fort Wayne
Bachelor of Science, Purdue: Division of Organizational Leadership and Supervision
Snider High School
Maxim Healthcare Services July 2015 - Present
Maxim Healthcare Services November 2012 - Present
Maxim Healthcare Services July 2009 - November 2012
Maxim Healthcare Services July 2008 - July 2009
Ash Brokerage 2007 - 2008
Skills
Onboarding, Human Resources, Healthcare, Applicant Tracking..., Benefits Administration, Healthcare Management, Employee Relations, Employee Benefits, Talent Acquisition, Staffing Services, Recruiting, New Hire Orientations, Resume Writing, Cold Calling, Temporary Placement
Education
Indiana University—Purdue University Fort Wayne
Bachelor of Science, Purdue: Division of Organizational Leadership and Supervision
Snider High School
Byron Ward's Ash Brokerage Experience August 2014 - Present
Job Annuity Contract Manager at Ash Brokerage
Industry Financial Services
Experience
Ash Brokerage August 2014 - Present
Ash Brokerage October 2013 - August 2014
Kelly Services May 2013 - August 2013
Aetna June 2006 - April 2011
Skills
Relationship Management, Contract Management, License Management, Address Verification, Life Insurance, Project Planning, Analysis, Customer Service, Accounting, Financial Advisory, Security, Sales, Insurance, Testing, Data Entry, Fixed Annuities, Health Insurance
Education
International Business College 2000 — 2003
Accounting and Business Management, Accounting
Ash Brokerage August 2014 - Present
Ash Brokerage October 2013 - August 2014
Kelly Services May 2013 - August 2013
Aetna June 2006 - April 2011
Skills
Relationship Management, Contract Management, License Management, Address Verification, Life Insurance, Project Planning, Analysis, Customer Service, Accounting, Financial Advisory, Security, Sales, Insurance, Testing, Data Entry, Fixed Annuities, Health Insurance
Education
International Business College 2000 — 2003
Accounting and Business Management, Accounting
Keith Kampe Keith Kampe's Ash Brokerage Experience April 2007 - August 2008
Job Senior Loan Officer Homelending Platinum Producer at Flagstar Bank
Industry Banking
Experience
Flagstar Bank April 2009 - Present
Ash Brokerage April 2007 - August 2008
Skills
Loans, Purchase, Refinance, Mortgage Lending, Loan Origination, Credit Analysis, FHA, Finance, 203K, Residential Mortgages, VA, Conventional, HARP Loans, HomePath, Sales, Strategic Financial..., Refinance Transactions, Credit Repair, Renovation Loan, Making Home Affordable, Cash Out Mortgage, Mortgage Banking, Credit
Education
Oakland University 2007 — 2010
Bachelor of Science, Finance
University of Cincinnati College of Business 2005 — 2007
Finance
Flagstar Bank April 2009 - Present
Ash Brokerage April 2007 - August 2008
Skills
Loans, Purchase, Refinance, Mortgage Lending, Loan Origination, Credit Analysis, FHA, Finance, 203K, Residential Mortgages, VA, Conventional, HARP Loans, HomePath, Sales, Strategic Financial..., Refinance Transactions, Credit Repair, Renovation Loan, Making Home Affordable, Cash Out Mortgage, Mortgage Banking, Credit
Education
Oakland University 2007 — 2010
Bachelor of Science, Finance
University of Cincinnati College of Business 2005 — 2007
Finance
Julie Rosenhagen's Ash Brokerage Experience November 2007 - Present
Job Senior Brokerage Underwriting Director at Ash Brokerage specializing in Risk Negotiation | Medical Disorders | Insurance
Industry Financial Services
Experience
Ash Brokerage November 2007 - Present
AXA Equitable December 2004 - November 2007
Western & Southern Financial Group January 1996 - December 2004
Skills
Life Insurance, Medical Underwriting, Medical Terminology, Medical Records, Negotiation, Risk Assessment, Financial Risk, Reinsurance, Term Life Insurance, Medical Imaging, New Business Development, Universal Life, Underwriting, Whole Life, Insurance, Retirement Planning, Customer Service, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Retirement
Education
Northern Kentucky University
Bachelor of Science (BS), Biology/Biological Sciences, General
Ash Brokerage November 2007 - Present
AXA Equitable December 2004 - November 2007
Western & Southern Financial Group January 1996 - December 2004
Skills
Life Insurance, Medical Underwriting, Medical Terminology, Medical Records, Negotiation, Risk Assessment, Financial Risk, Reinsurance, Term Life Insurance, Medical Imaging, New Business Development, Universal Life, Underwriting, Whole Life, Insurance, Retirement Planning, Customer Service, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Retirement
Education
Northern Kentucky University
Bachelor of Science (BS), Biology/Biological Sciences, General
Lauren Ash Lauren Ash's Ash Brokerage Experience June 2013 - August 2013
Job Research Assistant at University of Michigan
Industry Higher Education
Experience
University of Michigan May 2015 - Present
University of Michigan January 2015 - May 2015
University of Michigan September 2014 - May 2015
Ash Brokerage June 2013 - August 2013
Skills
Working With Children, Social Work, Social Networking, Leadership, Spanish, Teaching, Microsoft Office, Teamwork, Research, Data Analysis, Editing, Time Management, Data Entry
Education
University of Michigan 2012 — 2016
Bachelor's Degree, Latina/o Studies, Spanish, Senior
Canterbury High School 2008 — 2012
University of Michigan May 2015 - Present
University of Michigan January 2015 - May 2015
University of Michigan September 2014 - May 2015
Ash Brokerage June 2013 - August 2013
Skills
Working With Children, Social Work, Social Networking, Leadership, Spanish, Teaching, Microsoft Office, Teamwork, Research, Data Analysis, Editing, Time Management, Data Entry
Education
University of Michigan 2012 — 2016
Bachelor's Degree, Latina/o Studies, Spanish, Senior
Canterbury High School 2008 — 2012
Chris Birkenbeul Chris Birkenbeul's Ash Brokerage Experience August 2014 - Present
Job Internal Annuity Wholesaler at Ash Brokerage specializing in Fixed Annuities
Industry Financial Services
Experience
Ash Brokerage August 2014 - Present
Ash Brokerage June 2008 - August 2014
Ash Brokerage June 2008 - February 2014
MetLife January 2007 - June 2008
Fifth Third Securities March 2005 - November 2006
Edward Jones September 2003 - March 2005
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Strategic Financial..., Long Term Care Insurance, Estate Planning, Whole Life, Universal Life, Mutual Funds, Financial Planners, Annuity Sales, Building Relationships, Account Management, Long-term Care, Financial Advisory, Investments, Financial Services, Insurance, Relationship Building
Education
Trine University-Fort Wayne Regional Campus 2006 — 2008
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Ivy Tech Community College 1990 — 1992
Associate of Science (A.S.), Accounting
Ash Brokerage August 2014 - Present
Ash Brokerage June 2008 - August 2014
Ash Brokerage June 2008 - February 2014
MetLife January 2007 - June 2008
Fifth Third Securities March 2005 - November 2006
Edward Jones September 2003 - March 2005
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Strategic Financial..., Long Term Care Insurance, Estate Planning, Whole Life, Universal Life, Mutual Funds, Financial Planners, Annuity Sales, Building Relationships, Account Management, Long-term Care, Financial Advisory, Investments, Financial Services, Insurance, Relationship Building
Education
Trine University-Fort Wayne Regional Campus 2006 — 2008
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Ivy Tech Community College 1990 — 1992
Associate of Science (A.S.), Accounting
Chris Slyby's Ash Brokerage Experience August 2001 - August 2014
Job Vice President Concierge Services at Ash Brokerage specializing in Relationship Management | Advanced Case Design
Industry Financial Services
Experience
Ash Brokerage August 2001 - August 2014
Polisee.com May 2012 - May 2014
Nicris Financial Services January 2001 - May 2014
Education
Purdue University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Ash Brokerage August 2001 - August 2014
Polisee.com May 2012 - May 2014
Nicris Financial Services January 2001 - May 2014
Education
Purdue University
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Nathan DeVaux, MBA's Ash Brokerage Experience October 2014 - April 2015
Job Financial Advisor at Howard Bailey
Industry Financial Services
Experience
Howard Bailey April 2015 - Present
Ash Brokerage October 2014 - April 2015
Northwestern Mutual January 2013 - March 2014
Lincoln Financial Group April 2012 - December 2012
Lincoln Financial Group April 2011 - April 2012
Skills
Social Media, Event Planning, Public Speaking, Microsoft Office, Marketing, Event Management, Facebook, Social Networking, PowerPoint, Fundraising, Customer Service, Social Media Marketing, Public Relations, Sales, Customer Satisfaction, Teamwork, Leadership
Education
Liberty University 2009 — 2011
MBA, Master's of Business Administration
North Central College 2005 — 2008
BA, Marketing
Snider High School 2000 — 2004
Academic Honors Diploma, General Studies
Howard Bailey April 2015 - Present
Ash Brokerage October 2014 - April 2015
Northwestern Mutual January 2013 - March 2014
Lincoln Financial Group April 2012 - December 2012
Lincoln Financial Group April 2011 - April 2012
Skills
Social Media, Event Planning, Public Speaking, Microsoft Office, Marketing, Event Management, Facebook, Social Networking, PowerPoint, Fundraising, Customer Service, Social Media Marketing, Public Relations, Sales, Customer Satisfaction, Teamwork, Leadership
Education
Liberty University 2009 — 2011
MBA, Master's of Business Administration
North Central College 2005 — 2008
BA, Marketing
Snider High School 2000 — 2004
Academic Honors Diploma, General Studies
Amber Castator's Ash Brokerage Experience June 2014 - Present
Job Relationship Case Manager at Ash Brokerage specializing in Life Insurance | Building Relationships
Industry Financial Services
Experience
Ash Brokerage June 2014 - Present
Ash Brokerage May 2012 - June 2014
Ash Brokerage October 2010 - May 2012
Skills
Term Life Insurance, Life Insurance, Annuities, Life & Annuity..., NAIC State Guidelines..., Customer Service, Pre-Underwriting, Elementary Education, Fixed Annuities, Insurance, Long Term Care Insurance, Disability Insurance, Retirement Planning, Series 6, Whole Life, Training, Retirement, Employee Benefits, Long-term Care, Underwriting
Education
Indiana University-Purdue University at Fort Wayne 2003 — 2009
Bachelor's degree, Elementary Education & Middle School Math
Elkhart Memorial High School 1999 — 2003
Ash Brokerage June 2014 - Present
Ash Brokerage May 2012 - June 2014
Ash Brokerage October 2010 - May 2012
Skills
Term Life Insurance, Life Insurance, Annuities, Life & Annuity..., NAIC State Guidelines..., Customer Service, Pre-Underwriting, Elementary Education, Fixed Annuities, Insurance, Long Term Care Insurance, Disability Insurance, Retirement Planning, Series 6, Whole Life, Training, Retirement, Employee Benefits, Long-term Care, Underwriting
Education
Indiana University-Purdue University at Fort Wayne 2003 — 2009
Bachelor's degree, Elementary Education & Middle School Math
Elkhart Memorial High School 1999 — 2003
Christina Rankin Christina Rankin's Ash Brokerage Experience 2006 - 2008
Job Professional Quilter/Designer
Industry Design
Experience
Ash Brokerage 2006 - 2008
Skills
Illustration, Life Insurance, Term Life Insurance, Insurance, Underwriting, Retirement Planning
Education
Richland College 2004 — 2006
Business Administration, Business
Ash Brokerage 2006 - 2008
Skills
Illustration, Life Insurance, Term Life Insurance, Insurance, Underwriting, Retirement Planning
Education
Richland College 2004 — 2006
Business Administration, Business
Adam R. Wyss's Ash Brokerage Experience April 2010 - May 2012
Job Graphic Designer
Industry Design
Experience
Fast Signs July 2013 - Present
Ad Design, Inc. October 2012 - July 2013
Ash Brokerage April 2010 - May 2012
Fort Wayne Mad Ants December 2009 - April 2010
Skills
Adobe Creative Suite, Graphics, Graphic Design, Illustration, Typography, Layout, Illustrator, Branding & Identity
Education
Purdue University 2005 — 2009
Bachelor of Arts (B.A.), Visual Communications Design
Fast Signs July 2013 - Present
Ad Design, Inc. October 2012 - July 2013
Ash Brokerage April 2010 - May 2012
Fort Wayne Mad Ants December 2009 - April 2010
Skills
Adobe Creative Suite, Graphics, Graphic Design, Illustration, Typography, Layout, Illustrator, Branding & Identity
Education
Purdue University 2005 — 2009
Bachelor of Arts (B.A.), Visual Communications Design
Sara Baltazar's Ash Brokerage Experience September 2007 - Present
Job Life Insurance Case Manager at Ash Brokerage specializing in Building Relationships | Application Processing
Industry Financial Services
Experience
Ash Brokerage September 2007 - Present
Education
Indiana Wesleyan University
Bachelor of Science (BS), Business Administration and Management, General
Ash Brokerage September 2007 - Present
Education
Indiana Wesleyan University
Bachelor of Science (BS), Business Administration and Management, General
Rachel Wender, MBA's Ash Brokerage Experience February 2014 - Present
Job Manager of Financial Planning and Analysis at Ash Brokerage
Industry Financial Services
Experience
Ash Brokerage February 2014 - Present
CFO4Life March 2014 - January 2015
Ash Brokerage June 2011 - February 2014
Ash Brokerage June 2010 - June 2011
Ash Brokerage January 2009 - June 2010
University of Missouri August 2007 - December 2008
University of Missouri January 2007 - December 2008
Ash Brokerage May 2008 - August 2008
Moneta Group May 2007 - August 2007
Skills
Analysis, Finance, Insurance, Accounting, Financial Analysis, Budgets, Microsoft Excel, Six Sigma, Risk Management, Marketing, Life Insurance, Sales, Term Life Insurance, Project Management, Customer Service, Management, Negotiation, Overseas Experience, Public Speaking
Education
University of Missouri-Columbia 2007 — 2008
Master of Business Administration (M.B.A.), Finance
University of Missouri-Columbia 2003 — 2007
Bachelor of Science (B.S.), Business Administration; Finance, Banking and Real Estate
Ash Brokerage February 2014 - Present
CFO4Life March 2014 - January 2015
Ash Brokerage June 2011 - February 2014
Ash Brokerage June 2010 - June 2011
Ash Brokerage January 2009 - June 2010
University of Missouri August 2007 - December 2008
University of Missouri January 2007 - December 2008
Ash Brokerage May 2008 - August 2008
Moneta Group May 2007 - August 2007
Skills
Analysis, Finance, Insurance, Accounting, Financial Analysis, Budgets, Microsoft Excel, Six Sigma, Risk Management, Marketing, Life Insurance, Sales, Term Life Insurance, Project Management, Customer Service, Management, Negotiation, Overseas Experience, Public Speaking
Education
University of Missouri-Columbia 2007 — 2008
Master of Business Administration (M.B.A.), Finance
University of Missouri-Columbia 2003 — 2007
Bachelor of Science (B.S.), Business Administration; Finance, Banking and Real Estate
Chris Hoy's Ash Brokerage Experience July 2015 - Present
Job Onboarding Coordinator at Ash Brokerage specializing in Advisor Engagement | Carrier Products | Relationship Building
Industry Financial Services
Experience
Ash Brokerage July 2015 - Present
Active Youth Hockey Official, Past NCAA/Minor Pro Levels September 2007 - Present
Indiana Farm Bureau Insurance January 2014 - July 2015
Costco Wholesale August 2013 - January 2014
Medical Protective May 2013 - August 2013
Cedar Point Amusement Park March 2003 - September 2009
Skills
Client Relations, Relationship Management, Life Insurance, Customer Service, Whole Life, Carrier Relationships, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Long-term Care, Life & Health Insurance..., Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Annuity Sales, Relationship Building, Microsoft Office, Business Relationship..., Team Building, Public Speaking, Sales, Leadership, Marketing, Project Planning, Event Planning, Coaching, Microsoft Excel, PowerPoint, Sports, Event Management, Strategic Planning, Outlook, Management, Team Leadership, Training, Microsoft Word, Social Media, Teamwork, Public Relations, Research, Sports Management, Photoshop
Education
Trine University 2013 — 2015
Bachelor of Business Management (B.B.A.), Business Administration and Management, General, Magna Cum Laude
Ash Brokerage July 2015 - Present
Active Youth Hockey Official, Past NCAA/Minor Pro Levels September 2007 - Present
Indiana Farm Bureau Insurance January 2014 - July 2015
Costco Wholesale August 2013 - January 2014
Medical Protective May 2013 - August 2013
Cedar Point Amusement Park March 2003 - September 2009
Skills
Client Relations, Relationship Management, Life Insurance, Customer Service, Whole Life, Carrier Relationships, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Long-term Care, Life & Health Insurance..., Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Annuity Sales, Relationship Building, Microsoft Office, Business Relationship..., Team Building, Public Speaking, Sales, Leadership, Marketing, Project Planning, Event Planning, Coaching, Microsoft Excel, PowerPoint, Sports, Event Management, Strategic Planning, Outlook, Management, Team Leadership, Training, Microsoft Word, Social Media, Teamwork, Public Relations, Research, Sports Management, Photoshop
Education
Trine University 2013 — 2015
Bachelor of Business Management (B.B.A.), Business Administration and Management, General, Magna Cum Laude
Joe Strahm's Ash Brokerage Experience September 2000 - December 2009
Job Application Developer at Vera Bradley
Industry Design
Experience
Vera Bradley February 2012 - Present
One Resource Group January 2010 - February 2012
Ash Brokerage September 2000 - December 2009
Skills
Web Development, Microsoft SQL Server, Business Analysis, SQL, HTML, Insurance, CSS, PHP, MySQL, Java, Flex PLM, SAP, SAP Netweaver, Workday, SAP Portal, Linux, Apache, Tomcat, Eclipse, JavaScript, J2EE Application..., JSP development, Salesforce.com, OOP, Web Services, E-commerce, jQuery, XML, XSLT, MVC, Integration Development
Education
Ivy Tech Community College 2000 — 2003
Associate’s Degree, Computer Programming, 4.0
Vera Bradley February 2012 - Present
One Resource Group January 2010 - February 2012
Ash Brokerage September 2000 - December 2009
Skills
Web Development, Microsoft SQL Server, Business Analysis, SQL, HTML, Insurance, CSS, PHP, MySQL, Java, Flex PLM, SAP, SAP Netweaver, Workday, SAP Portal, Linux, Apache, Tomcat, Eclipse, JavaScript, J2EE Application..., JSP development, Salesforce.com, OOP, Web Services, E-commerce, jQuery, XML, XSLT, MVC, Integration Development
Education
Ivy Tech Community College 2000 — 2003
Associate’s Degree, Computer Programming, 4.0
Lori Friedman Lori Friedman's Ash Brokerage Experience November 2008 - August 2013
Job Retired
Industry Insurance
Experience
The Beach September 2013 - Present
Ash Brokerage November 2008 - August 2013
Innovative Underwriters January 1989 - March 2007
Skills
Estate Planning, Retirement Planning, Insurance, Employee Benefits, Strategic Financial...
Education
University of Arizona 1984 — 1987
Cherry Hill High School East 1980 — 1984
The Beach September 2013 - Present
Ash Brokerage November 2008 - August 2013
Innovative Underwriters January 1989 - March 2007
Skills
Estate Planning, Retirement Planning, Insurance, Employee Benefits, Strategic Financial...
Education
University of Arizona 1984 — 1987
Cherry Hill High School East 1980 — 1984
Claire Yancy Claire Yancy's Ash Brokerage Experience December 2014 - Present
Job Customer Service Consultant at Ash Brokerage specializing in Contracts and Licensing Processes for Advisors
Industry Financial Services
Experience
Ash Brokerage December 2014 - Present
Nello Corporation September 2013 - August 2014
Nello Corporation April 2013 - September 2013
Center for the Homeless March 2012 - April 2013
Center for the Homeless January 2012 - March 2012
Pier 1 Imports May 2009 - March 2012
YRC Worldwide, Inc. July 2011 - October 2011
Center for the Homeless August 2009 - May 2011
Center for Women's Intercultural Leadership January 2008 - May 2011
Skills
Leadership, Intercultural Skills, Microsoft Office, Advertising, Event Management, Leadership Development, Staff Development, Social Media, Conflict Management, Group Work, Social Networking, Social Services, Non-profit Volunteer, Advocacy, Public Speaking, Blogging, PowerPoint, Microsoft Word, Microsoft Excel, Adobe Creative Suite, Facebook, Written Communication, Nonprofits, Philanthropy, Event Planning, Research, Community Outreach, Customer Service, Training, Editing, Account Management
Education
Saint Mary's College 2007 — 2011
Bachelor of Arts, Communication Studies
Saint Mary's College in Rome 2008 — 2008
Ash Brokerage December 2014 - Present
Nello Corporation September 2013 - August 2014
Nello Corporation April 2013 - September 2013
Center for the Homeless March 2012 - April 2013
Center for the Homeless January 2012 - March 2012
Pier 1 Imports May 2009 - March 2012
YRC Worldwide, Inc. July 2011 - October 2011
Center for the Homeless August 2009 - May 2011
Center for Women's Intercultural Leadership January 2008 - May 2011
Skills
Leadership, Intercultural Skills, Microsoft Office, Advertising, Event Management, Leadership Development, Staff Development, Social Media, Conflict Management, Group Work, Social Networking, Social Services, Non-profit Volunteer, Advocacy, Public Speaking, Blogging, PowerPoint, Microsoft Word, Microsoft Excel, Adobe Creative Suite, Facebook, Written Communication, Nonprofits, Philanthropy, Event Planning, Research, Community Outreach, Customer Service, Training, Editing, Account Management
Education
Saint Mary's College 2007 — 2011
Bachelor of Arts, Communication Studies
Saint Mary's College in Rome 2008 — 2008
Nicole Keslo's Ash Brokerage Experience September 2013 - Present
Job Long Term Care Marketing Consultant at Ash Brokerage specializing in Marketing | Advisor Support | Longevity Planning
Industry Financial Services
Experience
Ash Brokerage September 2013 - Present
Gap Inc. 2011 - April 2013
Education
Monmouth University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Wallkill Valley Regional High School 2005 — 2009
Ash Brokerage September 2013 - Present
Gap Inc. 2011 - April 2013
Education
Monmouth University 2009 — 2013
Bachelor of Arts (B.A.), Psychology
Wallkill Valley Regional High School 2005 — 2009
Leighann Tabb's Ash Brokerage Experience January 2008 - Present
Job Senior Relationship Case Manager at Ash Brokerage specializing in Life Insurance | Medical Underwriting
Industry Financial Services
Experience
Ash Brokerage January 2008 - Present
AXA Equitable January 2007 - January 2008
U.S. Financial Life Ins. February 2003 - January 2007
Skills
Customer Service, Building Relationships, Case Management, Outlook, Sales, Microsoft Office, Microsoft Excel, Life Insurance, Brokerage, Underwriting, Financial Analysis, Medical Underwriting, Business Case Design, Financial Risk, Permanent Life Insurance, Term Life Insurance, Insurance, Relationship Building, Management
Education
University of Cincinnati 1997 — 2002
Bachelor of Arts (BA), Communications
Ash Brokerage January 2008 - Present
AXA Equitable January 2007 - January 2008
U.S. Financial Life Ins. February 2003 - January 2007
Skills
Customer Service, Building Relationships, Case Management, Outlook, Sales, Microsoft Office, Microsoft Excel, Life Insurance, Brokerage, Underwriting, Financial Analysis, Medical Underwriting, Business Case Design, Financial Risk, Permanent Life Insurance, Term Life Insurance, Insurance, Relationship Building, Management
Education
University of Cincinnati 1997 — 2002
Bachelor of Arts (BA), Communications
Nicholas Stein Nicholas Stein's Ash Brokerage Experience 1998 - 1998
Job Recent Graduate, UCLA
Industry Hospitality
Experience
Block by Block July 2009 - July 2014
M.i.'s Westside Comedy Theater May 2009 - August 2009
Paperboy LLC September 2008 - May 2009
Cowboy Bills Honky Tonk Saloon February 2008 - September 2008
Key West Original Ghost Tours March 2006 - September 2008
Kermit's Key West Key Lime Shoppe February 2006 - May 2008
Ash Brokerage 1998 - 1998
Skills
Sales, Customer Service, Communication, Management, Training, Office Management, Writing, Retail Sales, Preventive Maintenance, Electronics Repair, Calibration, Marketing, Filing, Inventory, Invoice Processing, Shipping & Receiving, Team Leadership, Employee Training, Hospitality, Mac OS, Windows, Data Entry
Education
University of California, Los Angeles 2012 — 2014
Bachelor of Arts, Psychology, Social Psychology, 2.80
Santa Monica College 2009 — 2012
Associates Degree, Behavior & Social Sciences, 3.80 GPA
US Navy Calibration of Electronics and Repair School 2000 — 2001
Certification in "C" School Specific Occupation of Calibration and Repair, United States Navy, 90%
US Navy Aviation Electronics Technician School 2000 — 2000
Certificate in Aviation Electronics Technician Rating, Electronic Theory and Equipment Repair, 80%
South Side High School 1995 — 1997
High School Diploma, English, Diploma
Block by Block July 2009 - July 2014
M.i.'s Westside Comedy Theater May 2009 - August 2009
Paperboy LLC September 2008 - May 2009
Cowboy Bills Honky Tonk Saloon February 2008 - September 2008
Key West Original Ghost Tours March 2006 - September 2008
Kermit's Key West Key Lime Shoppe February 2006 - May 2008
Ash Brokerage 1998 - 1998
Skills
Sales, Customer Service, Communication, Management, Training, Office Management, Writing, Retail Sales, Preventive Maintenance, Electronics Repair, Calibration, Marketing, Filing, Inventory, Invoice Processing, Shipping & Receiving, Team Leadership, Employee Training, Hospitality, Mac OS, Windows, Data Entry
Education
University of California, Los Angeles 2012 — 2014
Bachelor of Arts, Psychology, Social Psychology, 2.80
Santa Monica College 2009 — 2012
Associates Degree, Behavior & Social Sciences, 3.80 GPA
US Navy Calibration of Electronics and Repair School 2000 — 2001
Certification in "C" School Specific Occupation of Calibration and Repair, United States Navy, 90%
US Navy Aviation Electronics Technician School 2000 — 2000
Certificate in Aviation Electronics Technician Rating, Electronic Theory and Equipment Repair, 80%
South Side High School 1995 — 1997
High School Diploma, English, Diploma
Timothy Morimanno's Ash Brokerage Experience August 2007 - April 2014
Job Desktop Architect at Lutheran Health Network
Industry Insurance
Experience
Lutheran Health Network April 2014 - Present
Ash Brokerage August 2007 - April 2014
Indiana Purdue University January 2003 - January 2007
Creative Solutions January 1998 - January 2002
Skills
Active Directory, Microsoft Exchange, Troubleshooting, Servers, Operating Systems, Windows 7, Citrix, Security, Windows Server, SCCM, Technical Support, Help Desk Support, WSUS, VMware, Switches, DHCP, Visio, IIS, McAfee EPO..., TCP/IP, Team Leadership, Norton Ghost, Symantec Antivirus, Microsoft SQL Server, Acronis, All MS Workstations (OS), Information Security, Zenworks, Active Directory &..., Microsoft Office..., Symantec AV, Server Installation, Network Diagramming, Print Servers, Windows Server 2008 &..., MS Project, Streaming Apps, Symantic Backup, Intellectual Asset..., Network Monitoring Tools, Avecto, XenApp & Citrix..., Cisco VoIP Applications..., Novell Zenworks, Ghost, Wireless APs, VNC, VPN, Network Administration, System Administration
Education
DeVry University’s Keller Graduate School of Management Online
Master of Business Administration, Networking and Communications Management
Purdue University
Bachelor of Science, Information Systems
Purdue University
Associate of Applied Science, Computer Science
Lutheran Health Network April 2014 - Present
Ash Brokerage August 2007 - April 2014
Indiana Purdue University January 2003 - January 2007
Creative Solutions January 1998 - January 2002
Skills
Active Directory, Microsoft Exchange, Troubleshooting, Servers, Operating Systems, Windows 7, Citrix, Security, Windows Server, SCCM, Technical Support, Help Desk Support, WSUS, VMware, Switches, DHCP, Visio, IIS, McAfee EPO..., TCP/IP, Team Leadership, Norton Ghost, Symantec Antivirus, Microsoft SQL Server, Acronis, All MS Workstations (OS), Information Security, Zenworks, Active Directory &..., Microsoft Office..., Symantec AV, Server Installation, Network Diagramming, Print Servers, Windows Server 2008 &..., MS Project, Streaming Apps, Symantic Backup, Intellectual Asset..., Network Monitoring Tools, Avecto, XenApp & Citrix..., Cisco VoIP Applications..., Novell Zenworks, Ghost, Wireless APs, VNC, VPN, Network Administration, System Administration
Education
DeVry University’s Keller Graduate School of Management Online
Master of Business Administration, Networking and Communications Management
Purdue University
Bachelor of Science, Information Systems
Purdue University
Associate of Applied Science, Computer Science
David Smitherman, CLU, ChFC David Smitherman, CLU, ChFC's Ash Brokerage Experience September 2014 - Present
Job Regional Vice President at Ash Brokerage specializing in Protection Products | AL, TN, MS, LA
Industry Financial Services
Experience
Ash Brokerage September 2014 - Present
Capitas Financial, Inc. April 2012 - August 2014
Johnson Sterling, Inc. June 2008 - April 2012
Dugins West October 2007 - May 2008
Southeastern Financial Group / MassMutual August 2006 - September 2007
Education
University of Mississippi 2002 — 2006
Managerial Finance, Invesments
Leopold-Franzens Universität Innsbruck 2005 — 2005
International Finance
The American College 2009 — 2011
Chartered Life Underwriter®, (CLU®); Chartered Financial Consultant®, (ChFC®)
Ash Brokerage September 2014 - Present
Capitas Financial, Inc. April 2012 - August 2014
Johnson Sterling, Inc. June 2008 - April 2012
Dugins West October 2007 - May 2008
Southeastern Financial Group / MassMutual August 2006 - September 2007
Education
University of Mississippi 2002 — 2006
Managerial Finance, Invesments
Leopold-Franzens Universität Innsbruck 2005 — 2005
International Finance
The American College 2009 — 2011
Chartered Life Underwriter®, (CLU®); Chartered Financial Consultant®, (ChFC®)
Ted Rusinoff, M.Tax's Ash Brokerage Experience January 2005 - February 2008
Job CEO at EquityLock Solutions, Inc.
Industry Financial Services
Experience
EquityLock Solutions, Inc. February 2010 - Present
LifeQuest World Fund April 2010 - Present
The Buren Insurance Group, Inc. June 2005 - Present
TNT Brokerage January 2008 - March 2010
Ash Brokerage January 2005 - February 2008
ValMark Securities June 1991 - January 2005
Skills
Estate Planning, Investments, Strategic Financial..., Life Insurance, Insurance, Financial Advisory, Retirement Planning, Risk Management, Retirement, Fixed Annuities, Mutual Funds, Wealth, Term Life Insurance, Financial Planners, Wealth Management, Alternative Investments, Disability Insurance, Charitable Gift Planning, Equities, Investment Strategies, Investment Advisory, Premium Financing, Long-term Care, High Net Worth..., Pensions, Financial Risk..., Presentations, Real Estate Economics, Financial Planning
Education
The University of Akron 1999 — 2000
Masters of Taxation, Business and Personal/Financial Services Marketing Operations
The University of Akron 1991 — 1995
Bachelor's Degree, BSBA - Finance, magna cum laude
EquityLock Solutions, Inc. February 2010 - Present
LifeQuest World Fund April 2010 - Present
The Buren Insurance Group, Inc. June 2005 - Present
TNT Brokerage January 2008 - March 2010
Ash Brokerage January 2005 - February 2008
ValMark Securities June 1991 - January 2005
Skills
Estate Planning, Investments, Strategic Financial..., Life Insurance, Insurance, Financial Advisory, Retirement Planning, Risk Management, Retirement, Fixed Annuities, Mutual Funds, Wealth, Term Life Insurance, Financial Planners, Wealth Management, Alternative Investments, Disability Insurance, Charitable Gift Planning, Equities, Investment Strategies, Investment Advisory, Premium Financing, Long-term Care, High Net Worth..., Pensions, Financial Risk..., Presentations, Real Estate Economics, Financial Planning
Education
The University of Akron 1999 — 2000
Masters of Taxation, Business and Personal/Financial Services Marketing Operations
The University of Akron 1991 — 1995
Bachelor's Degree, BSBA - Finance, magna cum laude
Jackie Martis's Ash Brokerage Experience July 2005 - April 2010
Job Enterprise Account Manager at Benefitfocus
Industry Financial Services
Experience
Benefitfocus August 2013 - Present
RegEd September 2011 - August 2013
Paychex January 2011 - September 2011
AK Environmental April 2010 - January 2011
Ash Brokerage July 2005 - April 2010
Victoria's Secret August 2002 - July 2005
Skills
Insurance, Employee Benefits, Account Management, Disability Insurance, Sales, Sales Management, Long-term Care, Life Insurance, Customer Service, Strategic Planning, Health Insurance, Team Leadership, Public Speaking, New Business Development, Team Building, Sales Presentations, Salesforce.com, Management, Training
Education
Purdue University 1998 — 2002
Bachelors, Retail Management
Purdue University 1998 — 2002
Bachelors of Science, Retail Management
Carroll High School
Benefitfocus August 2013 - Present
RegEd September 2011 - August 2013
Paychex January 2011 - September 2011
AK Environmental April 2010 - January 2011
Ash Brokerage July 2005 - April 2010
Victoria's Secret August 2002 - July 2005
Skills
Insurance, Employee Benefits, Account Management, Disability Insurance, Sales, Sales Management, Long-term Care, Life Insurance, Customer Service, Strategic Planning, Health Insurance, Team Leadership, Public Speaking, New Business Development, Team Building, Sales Presentations, Salesforce.com, Management, Training
Education
Purdue University 1998 — 2002
Bachelors, Retail Management
Purdue University 1998 — 2002
Bachelors of Science, Retail Management
Carroll High School
Carter Ringle's Ash Brokerage Experience July 2015 - Present
Job New Business Administrator at Ash Brokerage
Industry Higher Education
Experience
Ash Brokerage July 2015 - Present
Indiana University - Purdue University Fort Wayne (IPFW) January 2011 - Present
Goodrich Quality Theaters, Inc. July 2002 - Present
Indiana University - Purdue University Fort Wayne (IPFW) January 2008 - May 2008
Skills
Customer Service, History, Leadership, Research, Management, Public Speaking, Editing, Invoicing, Social Media, Event Planning
Education
University of Chicago 2008 — 2009
Master of Arts (M.A.), Social Sciences
Indiana University-Purdue University at Fort Wayne 2004 — 2008
Bachelor of Arts (B.A.), History
The University of Connecticut 2005 — 2006
History
Ash Brokerage July 2015 - Present
Indiana University - Purdue University Fort Wayne (IPFW) January 2011 - Present
Goodrich Quality Theaters, Inc. July 2002 - Present
Indiana University - Purdue University Fort Wayne (IPFW) January 2008 - May 2008
Skills
Customer Service, History, Leadership, Research, Management, Public Speaking, Editing, Invoicing, Social Media, Event Planning
Education
University of Chicago 2008 — 2009
Master of Arts (M.A.), Social Sciences
Indiana University-Purdue University at Fort Wayne 2004 — 2008
Bachelor of Arts (B.A.), History
The University of Connecticut 2005 — 2006
History
David Threm's Ash Brokerage Experience December 2013 - Present
Job Chief Information Officer at Ash Brokerage specializing in Information Systems | Communications Network
Industry Financial Services
Experience
Ash Brokerage December 2013 - Present
Exelis November 2011 - December 2013
ITT August 2009 - November 2011
ITT August 2008 - August 2009
ITT August 2007 - August 2008
Southwest Research Institute August 2002 - August 2007
University of Arkansas at Little Rock December 1998 - August 2002
Skills
Team Leadership, Strategic Leadership, Talent Development, Leadership Development, Enterprise Architecture, Six Sigma, Application Archite, Application Development, Mobile Applications, Black Belt, System Architecture, Service Delivery, Unified Communications, Enterprise IT..., Applications, Disaster Recovery, Software Development, Business Intelligence, Strategic Planning, International Relations, International, International Project..., Talent Management, ERP, Systems Engineering, Management, ITIL, Program Management, Integration, Security, Software Documentation, PMP, Strategy, Enterprise Software, Requirements Analysis, IT Management, Leadership, Information Technology, IT Strategy, Architecture, Servers, SDLC, CMMI, Process Improvement, Software Project..., Requirements Management, Project Portfolio..., Configuration Management, Visio, SharePoint
Education
University of Arkansas at Little Rock
PhD Candidate, Computer Science
University of Arkansas at Little Rock
MS, Computer Science
The Ohio State University
BS, Psychology
Ash Brokerage December 2013 - Present
Exelis November 2011 - December 2013
ITT August 2009 - November 2011
ITT August 2008 - August 2009
ITT August 2007 - August 2008
Southwest Research Institute August 2002 - August 2007
University of Arkansas at Little Rock December 1998 - August 2002
Skills
Team Leadership, Strategic Leadership, Talent Development, Leadership Development, Enterprise Architecture, Six Sigma, Application Archite, Application Development, Mobile Applications, Black Belt, System Architecture, Service Delivery, Unified Communications, Enterprise IT..., Applications, Disaster Recovery, Software Development, Business Intelligence, Strategic Planning, International Relations, International, International Project..., Talent Management, ERP, Systems Engineering, Management, ITIL, Program Management, Integration, Security, Software Documentation, PMP, Strategy, Enterprise Software, Requirements Analysis, IT Management, Leadership, Information Technology, IT Strategy, Architecture, Servers, SDLC, CMMI, Process Improvement, Software Project..., Requirements Management, Project Portfolio..., Configuration Management, Visio, SharePoint
Education
University of Arkansas at Little Rock
PhD Candidate, Computer Science
University of Arkansas at Little Rock
MS, Computer Science
The Ohio State University
BS, Psychology
Brett Lotspeich's Ash Brokerage Experience July 2014 - Present
Job Vice President of Private Client Groups at Ash Brokerage specializing in ConciergeLevel Relationship Management
Industry Financial Services
Experience
Ash Brokerage July 2014 - Present
Axent Services May 2013 - June 2014
Ash Brokerage May 2009 - May 2013
Ash Brokerage August 2002 - March 2009
ZeBU 1999 - 2002
Conseco August 1998 - May 2000
Allstate Insurance Company 1991 - 1998
Allstate 1990 - 1997
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, Estate Planning, Estate Tax Planning, Strategic Financial..., Family Office, Wealth Management, Risk Management, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Financial Advisory, Wealth, Employee Benefits, High Net Worth..., Portfolio Management, Financial Services, Brokers, Financial Planners
Education
Purdue University 1986 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Ash Brokerage July 2014 - Present
Axent Services May 2013 - June 2014
Ash Brokerage May 2009 - May 2013
Ash Brokerage August 2002 - March 2009
ZeBU 1999 - 2002
Conseco August 1998 - May 2000
Allstate Insurance Company 1991 - 1998
Allstate 1990 - 1997
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, Estate Planning, Estate Tax Planning, Strategic Financial..., Family Office, Wealth Management, Risk Management, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Financial Advisory, Wealth, Employee Benefits, High Net Worth..., Portfolio Management, Financial Services, Brokers, Financial Planners
Education
Purdue University 1986 — 1990
Bachelor of Science (B.S.), Business Administration and Management, General
Laura (Lori) Olry's Ash Brokerage Experience April 2013 - Present
Job IT Business Analyst at Ash Brokerage | AMS Systems | Advisor Support
Industry Financial Services
Experience
Ash Brokerage April 2013 - Present
Ash Brokerage October 2007 - Present
Ash Brokerage 2007 - 2009
American Home Mortgage/American Brokers Conduit January 2006 - August 2007
Waterfield Mortgage 2006 - 2007
Waterfield Mortgage 2002 - 2006
Skills
Insurance, Leadership, Customer Service, Life Insurance, Microsoft Office, Sales, Analysis, Microsoft Word, Microsoft Excel, Software Documentation, CRM, Mortgage Lending, Management, Financial Services, SharePoint, Process Improvement, Term Life Insurance
Education
Indiana Wesleyan University 2009 — 2011
Bachelor of Science (BS), Accounting
Manchester College 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Indiana Wesleyan University
Master of Business Administration (MBA), Business Administration and Management, General
Ash Brokerage April 2013 - Present
Ash Brokerage October 2007 - Present
Ash Brokerage 2007 - 2009
American Home Mortgage/American Brokers Conduit January 2006 - August 2007
Waterfield Mortgage 2006 - 2007
Waterfield Mortgage 2002 - 2006
Skills
Insurance, Leadership, Customer Service, Life Insurance, Microsoft Office, Sales, Analysis, Microsoft Word, Microsoft Excel, Software Documentation, CRM, Mortgage Lending, Management, Financial Services, SharePoint, Process Improvement, Term Life Insurance
Education
Indiana Wesleyan University 2009 — 2011
Bachelor of Science (BS), Accounting
Manchester College 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General
Indiana Wesleyan University
Master of Business Administration (MBA), Business Administration and Management, General
Bryan Todd's Ash Brokerage Experience UnderwriterJefferson National1988 - 1991
Job Managing Partner at Ash Brokerage
Industry Insurance
Experience
Ash Brokerage UnderwriterJefferson National1988 - 1991
Education
Purdue University 1981 — 1985
Ash Brokerage UnderwriterJefferson National1988 - 1991
Education
Purdue University 1981 — 1985
Eric Wolford's Ash Brokerage Experience February 2009 - Present
Job Regional Sales Manager at Great American Insurance
Industry Financial Services
Experience
Great American Insurance July 2015 - Present
Ash Brokerage February 2009 - Present
WR Anderson & Co. February 2009 - September 2010
Genworth Financial August 2007 - March 2009
AIM Investments May 1999 - August 2005
Skills
Fixed Annuities, Series 63, Mutual Funds, Series 7, Separately Managed..., Retirement, Variable Annuities, Life Insurance, Underwriting, Strategic Financial..., Risk Management, Disability Insurance, Customer Retention, Customer Service, Long-term Care, Problem Solving, Coaching, Public Speaking, Term Life Insurance, Strategic Planning, Sales Management, Analysis, New Business Development, Insurance, Universal Life, Whole Life, Long Term Care Insurance, Wealth Management, Estate Planning, Relationship Management, Brokers, Licensed Life Insurance..., Sales Presentations, Variable Life, Investment Strategies, Permanent Life Insurance, Financial Planners, Retirement Planning, Financial Services, Buy-sell Agreements, Indexed Annuities, FINRA, High Net Worth..., Annuity Sales, Key Person Insurance, Critical Illness, Finance, Insurance Brokerage, Portfolio Management, Wealth Management...
Education
University of Houston-Downtown 2003 — 2005
Bachelor of Science (B.S.)
University of Arkansas at Little Rock
Great American Insurance July 2015 - Present
Ash Brokerage February 2009 - Present
WR Anderson & Co. February 2009 - September 2010
Genworth Financial August 2007 - March 2009
AIM Investments May 1999 - August 2005
Skills
Fixed Annuities, Series 63, Mutual Funds, Series 7, Separately Managed..., Retirement, Variable Annuities, Life Insurance, Underwriting, Strategic Financial..., Risk Management, Disability Insurance, Customer Retention, Customer Service, Long-term Care, Problem Solving, Coaching, Public Speaking, Term Life Insurance, Strategic Planning, Sales Management, Analysis, New Business Development, Insurance, Universal Life, Whole Life, Long Term Care Insurance, Wealth Management, Estate Planning, Relationship Management, Brokers, Licensed Life Insurance..., Sales Presentations, Variable Life, Investment Strategies, Permanent Life Insurance, Financial Planners, Retirement Planning, Financial Services, Buy-sell Agreements, Indexed Annuities, FINRA, High Net Worth..., Annuity Sales, Key Person Insurance, Critical Illness, Finance, Insurance Brokerage, Portfolio Management, Wealth Management...
Education
University of Houston-Downtown 2003 — 2005
Bachelor of Science (B.S.)
University of Arkansas at Little Rock
Shane Harkins's Ash Brokerage Experience April 2008 - March 2009
Job Sr. IT Systems Administrator at Federal Home Loan Bank of Dallas
Industry Insurance
Experience
Federal Home Loan Bank of Dallas March 2009 - Present
Ash Brokerage April 2008 - March 2009
Marsh Private Client Life Insurance Services December 2002 - April 2008
Centrelink Insurance & Financial Services December 2002 - April 2005
Education
Oregon Institute of Technology 1994 — 1995
none, Civil Engineering
The University of North Dakota 1992 — 1994
none, General
Federal Home Loan Bank of Dallas March 2009 - Present
Ash Brokerage April 2008 - March 2009
Marsh Private Client Life Insurance Services December 2002 - April 2008
Centrelink Insurance & Financial Services December 2002 - April 2005
Education
Oregon Institute of Technology 1994 — 1995
none, Civil Engineering
The University of North Dakota 1992 — 1994
none, General
Ray Parman, MBA's Ash Brokerage Experience March 2011 - July 2015
Job Brokerage Specialist with MassMutual
Industry Financial Services
Experience
WestPoint Financial Group - MassMutual July 2015 - Present
Ash Brokerage March 2011 - July 2015
ProAssurance 2004 - 2009
Skills
Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Risk Management, Workers Compensation, Claim, Professional Liability, Employee Benefits, Liability, Health Insurance, Brokers, Relationship Management, Term Life Insurance, Life Insurance, Long-term Care, Fixed Annuities, Disability Insurance, Retirement Planning, Whole Life, Financial Services, Financial Planners, Universal Life, Financial Planning
Education
Indiana Wesleyan University 2003 — 2005
MBA, Business Administration
Taylor University 1995 — 1999
B.A, Business Administration
WestPoint Financial Group - MassMutual July 2015 - Present
Ash Brokerage March 2011 - July 2015
ProAssurance 2004 - 2009
Skills
Insurance, Property & Casualty..., Commercial Insurance, Underwriting, Risk Management, Workers Compensation, Claim, Professional Liability, Employee Benefits, Liability, Health Insurance, Brokers, Relationship Management, Term Life Insurance, Life Insurance, Long-term Care, Fixed Annuities, Disability Insurance, Retirement Planning, Whole Life, Financial Services, Financial Planners, Universal Life, Financial Planning
Education
Indiana Wesleyan University 2003 — 2005
MBA, Business Administration
Taylor University 1995 — 1999
B.A, Business Administration
Timeka Bailey's Ash Brokerage Experience April 2007 - October 2008
Job Account Manager at CocaCola North American Group
Industry Food & Beverages
Experience
Coca-Cola North American Group March 2012 - Present
IKON Office Solutions January 2012 - March 2012
Sherwin Williams July 2010 - December 2011
Sherwin Williams November 2009 - January 2010
Hillard Gates Fitness Center November 2008 - July 2009
IPFW 2003 - 2009
Ash Brokerage April 2007 - October 2008
Skills
Customer Service, Retail, Word, PowerPoint, Microsoft Office, Excel, Problem Solving, Public Speaking, Teamwork, Analysis, Social Media, Access, Administration, Photoshop, Writing, Microsoft Excel, Microsoft Word, Sales, Business Development, Sales Operations, Budgets, Team Building, Time Management
Education
Indiana University-Purdue University at Fort Wayne 2007 — 2009
Masters of Science in Business Administration, Business Administration and Management, General
Indiana University-Purdue University at Fort Wayne 2003 — 2007
Bachelor of Science in Business, Major: Marketing & Minor: Interpersonal Communications
Coca-Cola North American Group March 2012 - Present
IKON Office Solutions January 2012 - March 2012
Sherwin Williams July 2010 - December 2011
Sherwin Williams November 2009 - January 2010
Hillard Gates Fitness Center November 2008 - July 2009
IPFW 2003 - 2009
Ash Brokerage April 2007 - October 2008
Skills
Customer Service, Retail, Word, PowerPoint, Microsoft Office, Excel, Problem Solving, Public Speaking, Teamwork, Analysis, Social Media, Access, Administration, Photoshop, Writing, Microsoft Excel, Microsoft Word, Sales, Business Development, Sales Operations, Budgets, Team Building, Time Management
Education
Indiana University-Purdue University at Fort Wayne 2007 — 2009
Masters of Science in Business Administration, Business Administration and Management, General
Indiana University-Purdue University at Fort Wayne 2003 — 2007
Bachelor of Science in Business, Major: Marketing & Minor: Interpersonal Communications
Meghan Dawes's Ash Brokerage Experience September 2007 - May 2011
Job Underwriter at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services October 2014 - Present
Crump Life Insurance Services May 2011 - November 2014
Ash Brokerage September 2007 - May 2011
BISYS June 2004 - August 2007
Barnes & Noble College Booksellers August 2003 - May 2004
Frederick County Government June 2002 - August 2002
Skills
Disability Insurance, Insurance, Term Life Insurance, Health Insurance, Customer Service, Life Insurance, Brokers, Fixed Annuities, Employee Benefits, Long-term Care, Underwriting, Retirement, Retirement Planning, Universal Life, Property & Casualty..., Workers Compensation
Education
Mount St. Mary's University 2000 — 2004
BS, Business
Bishop McDevitt High School 1996 — 2000
High School Diploma
Crump Life Insurance Services October 2014 - Present
Crump Life Insurance Services May 2011 - November 2014
Ash Brokerage September 2007 - May 2011
BISYS June 2004 - August 2007
Barnes & Noble College Booksellers August 2003 - May 2004
Frederick County Government June 2002 - August 2002
Skills
Disability Insurance, Insurance, Term Life Insurance, Health Insurance, Customer Service, Life Insurance, Brokers, Fixed Annuities, Employee Benefits, Long-term Care, Underwriting, Retirement, Retirement Planning, Universal Life, Property & Casualty..., Workers Compensation
Education
Mount St. Mary's University 2000 — 2004
BS, Business
Bishop McDevitt High School 1996 — 2000
High School Diploma
Reggie Molitor's Ash Brokerage Experience 2007 - 2008
Job Indirect Customer Service Representative at Vera Bradley
Industry Insurance
Experience
Vera Bradley October 2011 - Present
Ash Brokerage 2007 - 2008
Lincoln Financial Group August 2000 - October 2003
Skills
Banking, Series 6, Retirement Planning, Outlook
Education
Indiana Wesleyan University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
West Virginia University 1988 — 1996
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Vera Bradley October 2011 - Present
Ash Brokerage 2007 - 2008
Lincoln Financial Group August 2000 - October 2003
Skills
Banking, Series 6, Retirement Planning, Outlook
Education
Indiana Wesleyan University 2001 — 2003
Master of Business Administration (M.B.A.), Business Administration and Management, General
West Virginia University 1988 — 1996
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
David LaPenna's Ash Brokerage Experience October 2010 - April 2013
Job Retirement and Investment Representative at Suncoast Schools Federal Credit Union
Industry Insurance
Experience
Suncoast Credit Union April 2013 - Present
Ash Brokerage October 2010 - April 2013
R Group LLC June 2009 - August 2010
Genworth Financial May 2004 - March 2009
Skills
Insurance, Fixed Annuities, Investments
Education
Niagara University
Suncoast Credit Union April 2013 - Present
Ash Brokerage October 2010 - April 2013
R Group LLC June 2009 - August 2010
Genworth Financial May 2004 - March 2009
Skills
Insurance, Fixed Annuities, Investments
Education
Niagara University
Larry Dahl, JD's Ash Brokerage Experience February 2014 - Present
Job President at Ash Brokerage
Industry Financial Services
Experience
Ash Brokerage February 2014 - Present
Lincoln Benefit Life November 2005 - January 2014
Lincoln Benefit Life May 1999 - November 2005
Allstate January 1987 - May 1999
Arthur Andersen May 1984 - January 1987
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, Accounting
University of Illinois at Urbana-Champaign
Doctor of Law (J.D.), Accounting
Ash Brokerage February 2014 - Present
Lincoln Benefit Life November 2005 - January 2014
Lincoln Benefit Life May 1999 - November 2005
Allstate January 1987 - May 1999
Arthur Andersen May 1984 - January 1987
Education
University of Illinois at Urbana-Champaign
Bachelor's degree, Accounting
University of Illinois at Urbana-Champaign
Doctor of Law (J.D.), Accounting
Gary Cyr's Ash Brokerage Experience January 2005 - Present
Job Branch Managing Director at Ash Brokerage
Industry Financial Services
Experience
Ash Brokerage January 2005 - Present
Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Licensed Life Insurance..., Irrevocable Life..., Estate Planning, Key Person Insurance, Buy-sell Agreements, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Indexed Annuities, Whole Life, Universal Life, Insurance, Retirement Planning, Underwriting, Retirement
Education
Johnson and Wales University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Ash Brokerage January 2005 - Present
Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Licensed Life Insurance..., Irrevocable Life..., Estate Planning, Key Person Insurance, Buy-sell Agreements, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Indexed Annuities, Whole Life, Universal Life, Insurance, Retirement Planning, Underwriting, Retirement
Education
Johnson and Wales University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Daniel Katter's Ash Brokerage Experience 1997 - 2001
Job Owner, Media 401
Industry Media Production
Experience
Media 401 April 2008 - Present
Pottery Barn January 2003 - March 2008
Ash Brokerage 1997 - 2001
Skills
Video Production, Film, Recording, Camera, Creative Direction, Media Production, Video, Film Production, Music, Cinematography, Sound, Marketing, Lighting, Editing, Feature Films, Video Editing, Independent Film
Education
Maine Film and Television Workshops 1996 — 1996
n/a, Film Making
Purdue University 1986 — 1990
BA, Communications
Media 401 April 2008 - Present
Pottery Barn January 2003 - March 2008
Ash Brokerage 1997 - 2001
Skills
Video Production, Film, Recording, Camera, Creative Direction, Media Production, Video, Film Production, Music, Cinematography, Sound, Marketing, Lighting, Editing, Feature Films, Video Editing, Independent Film
Education
Maine Film and Television Workshops 1996 — 1996
n/a, Film Making
Purdue University 1986 — 1990
BA, Communications
Gina Wenger's Ash Brokerage Experience March 2009 - July 2011
Job Human Resource Manager Midwest Region
Industry Human Resources
Experience
Human Resources November 2011 - Present
Ash Brokerage March 2009 - July 2011
The Inventure Group fka Poore Brothers 2005 - 2009
Central Soya 1999 - 2002
Skills
Benefits Administration, Personnel Management, Human Resources, Employee Relations, Recruiting, Performance Management, Union Avoidance, Process Improvement, Employee Benefits, Organizational..., Deferred Compensation, FMLA, Succession Planning, New Hire Orientations, Labor Relations
Education
Tri-State University 1998 — 2000
BA, Accoutning, Business Administration
Human Resources November 2011 - Present
Ash Brokerage March 2009 - July 2011
The Inventure Group fka Poore Brothers 2005 - 2009
Central Soya 1999 - 2002
Skills
Benefits Administration, Personnel Management, Human Resources, Employee Relations, Recruiting, Performance Management, Union Avoidance, Process Improvement, Employee Benefits, Organizational..., Deferred Compensation, FMLA, Succession Planning, New Hire Orientations, Labor Relations
Education
Tri-State University 1998 — 2000
BA, Accoutning, Business Administration
Jennifer Coleman, CLU's Ash Brokerage Experience October 2005 - December 2011
Job .
Industry Insurance
Experience
Ash Brokerage October 2005 - December 2011
Skills
Fixed Annuities, Long-term Care, Disability Insurance, Term Life Insurance, Universal Life, Life Insurance, Retirement Planning, Long Term Care Insurance, Brokers
Education
Oklahoma City University
The American College
Chartered Life Underwriter, Insurance and Financial Planning
Ash Brokerage October 2005 - December 2011
Skills
Fixed Annuities, Long-term Care, Disability Insurance, Term Life Insurance, Universal Life, Life Insurance, Retirement Planning, Long Term Care Insurance, Brokers
Education
Oklahoma City University
The American College
Chartered Life Underwriter, Insurance and Financial Planning
Amy Hemingway's Ash Brokerage Experience July 2008 - September 2010
Job Senior Underwriter
Industry Insurance
Experience
North American Company for Life and Health Insurance October 2014 - Present
Fortune 500 company July 2013 - October 2014
Fortune 500 Company September 2010 - July 2013
Ash Brokerage July 2008 - September 2010
AXA Equitable 2004 - June 2008
Skills
Underwriting, Life Insurance, Insurance, Leadership, Team Building, Term Life Insurance, Coaching
Education
Northern Kentucky University 1999 — 2003
Bachelors Professional Studies, Communications
North American Company for Life and Health Insurance October 2014 - Present
Fortune 500 company July 2013 - October 2014
Fortune 500 Company September 2010 - July 2013
Ash Brokerage July 2008 - September 2010
AXA Equitable 2004 - June 2008
Skills
Underwriting, Life Insurance, Insurance, Leadership, Team Building, Term Life Insurance, Coaching
Education
Northern Kentucky University 1999 — 2003
Bachelors Professional Studies, Communications
Matt Lung's Ash Brokerage Experience November 2011 - August 2013
Job Web Architect / Software Engineer
Industry Information Technology and Services
Experience
PHD, Inc. August 2013 - Present
O2 Technology Solutions, LLC July 2013 - Present
Ash Brokerage November 2011 - August 2013
PHD, Inc. April 2008 - November 2011
Midwest Tool & Die, Corp. May 2002 - April 2008
Skills
Software Development, Process Improvement, Visual Studio, Web Development, ASP.NET, SharePoint, IIS, C#, SQL, Microsoft SQL Server, jQuery, VB.NET, CSS, SSIS, Automation, PLC, XML, Web Services, HTML 5, Responsive Web, Electronics, Visio, Web Architecture, Virtualization, SSO, Sensors, Testing, Systems Engineering, Technology Solutions, SharePoint Designer, VMware, CRM, jQuery UI, Networking, Cloud Computing, Windows Server, PostgreSQL, Portal Development, SAML 2.0, Linux, Salesforce.com, Sencha, Customer Support, Google Analytics, Web Analytics, SEO, Office 365, Paypal Integration, Web Applications, JavaScript
Education
Purdue University 1997 — 2002
BS, Electrical and Computer Engineering Technology
PHD, Inc. August 2013 - Present
O2 Technology Solutions, LLC July 2013 - Present
Ash Brokerage November 2011 - August 2013
PHD, Inc. April 2008 - November 2011
Midwest Tool & Die, Corp. May 2002 - April 2008
Skills
Software Development, Process Improvement, Visual Studio, Web Development, ASP.NET, SharePoint, IIS, C#, SQL, Microsoft SQL Server, jQuery, VB.NET, CSS, SSIS, Automation, PLC, XML, Web Services, HTML 5, Responsive Web, Electronics, Visio, Web Architecture, Virtualization, SSO, Sensors, Testing, Systems Engineering, Technology Solutions, SharePoint Designer, VMware, CRM, jQuery UI, Networking, Cloud Computing, Windows Server, PostgreSQL, Portal Development, SAML 2.0, Linux, Salesforce.com, Sencha, Customer Support, Google Analytics, Web Analytics, SEO, Office 365, Paypal Integration, Web Applications, JavaScript
Education
Purdue University 1997 — 2002
BS, Electrical and Computer Engineering Technology
Meg Jernigan's Ash Brokerage Experience June 2011 - April 2015
Job Insurance
Industry Insurance
Experience
Ash Brokerage June 2011 - April 2015
Skills
Life Insurance, Term Life Insurance, Insurance, Team Building, Customer Service, Underwriting, Direct Sales, Disability Insurance, Fixed Annuities, Long-term Care, Brokers
Education
Purdue University
BA, Interpersonal Communication
Ash Brokerage June 2011 - April 2015
Skills
Life Insurance, Term Life Insurance, Insurance, Team Building, Customer Service, Underwriting, Direct Sales, Disability Insurance, Fixed Annuities, Long-term Care, Brokers
Education
Purdue University
BA, Interpersonal Communication
Carolyn Boone's Ash Brokerage Experience January 2005 - November 2014
Job Retired
Industry Financial Services
Experience
Ash Brokerage January 2005 - November 2014
Central Soya Company / The Solae Company January 1993 - December 2004
Skills
Insurance, High Organizational..., Microsoft Office, Event Planning, Team Building, Customer Service, Building Relationships, Life Insurance, Sales, Marketing, Budgets, Analysis, Time Management, Management, Term Life Insurance, Disability Insurance, Relationship Building
Education
Ivy Tech Community College 1992 — 1994
Associates Degree, Secretarial Sciences
Ash Brokerage January 2005 - November 2014
Central Soya Company / The Solae Company January 1993 - December 2004
Skills
Insurance, High Organizational..., Microsoft Office, Event Planning, Team Building, Customer Service, Building Relationships, Life Insurance, Sales, Marketing, Budgets, Analysis, Time Management, Management, Term Life Insurance, Disability Insurance, Relationship Building
Education
Ivy Tech Community College 1992 — 1994
Associates Degree, Secretarial Sciences
Doug Henry, ACS, FLMI's Ash Brokerage Experience January 2001 - Present
Job Life Insurance Marketing Director at Ash Brokerage specializing in Insurance Products | Marketing Strategies
Industry Financial Services
Experience
Ash Brokerage January 2001 - Present
The MONY Group January 1991 - March 2005
Skills
Whole Life, Fixed Annuities, Long-term Care, Insurance, Life Insurance, Disability Insurance, Retirement Planning, Marketing, Term Life Insurance, Financial Planners, Brokers, Strategic Financial..., Underwriting, Wealth Management, Retirement, Financial Services, Long Term Care Insurance, Financial Advisory, Estate Planning, Financial Planning
Education
Penn State University
Bachelor of Science (BS), Insurance
Ash Brokerage January 2001 - Present
The MONY Group January 1991 - March 2005
Skills
Whole Life, Fixed Annuities, Long-term Care, Insurance, Life Insurance, Disability Insurance, Retirement Planning, Marketing, Term Life Insurance, Financial Planners, Brokers, Strategic Financial..., Underwriting, Wealth Management, Retirement, Financial Services, Long Term Care Insurance, Financial Advisory, Estate Planning, Financial Planning
Education
Penn State University
Bachelor of Science (BS), Insurance
David Barcelona's Ash Brokerage Experience January 2014 - Present
Job Sr. Architect at Ash Brokerage
Industry Information Technology and Services
Experience
Ash Brokerage January 2014 - Present
Exelis August 2007 - January 2014
Valbruna Slater Stainless Inc October 2005 - August 2007
Ossian State Bank-Member FDIC/Equal Housing Lender January 2004 - October 2005
Slater Steels Corporation September 2002 - December 2003
UNIVERSAL STAINLESS AND ALLOY PRODUCTS, INC December 1999 - September 2002
Skills
Active Directory, Database Administration, Databases, Disaster Recovery, Integration, Microsoft SQL Server, SQL, Security, SharePoint, Testing, Information Technology, Performance Tuning, Microsoft Exchange, Hardware, Data Migration, Troubleshooting, Requirements Analysis, Software Documentation, Visio
Education
Robert Morris University
Post-Baccalaureate in Computer Information Systems
Penn State University
Bachelors of Science Degree in Counseling and Rehabilitation Education
Ash Brokerage January 2014 - Present
Exelis August 2007 - January 2014
Valbruna Slater Stainless Inc October 2005 - August 2007
Ossian State Bank-Member FDIC/Equal Housing Lender January 2004 - October 2005
Slater Steels Corporation September 2002 - December 2003
UNIVERSAL STAINLESS AND ALLOY PRODUCTS, INC December 1999 - September 2002
Skills
Active Directory, Database Administration, Databases, Disaster Recovery, Integration, Microsoft SQL Server, SQL, Security, SharePoint, Testing, Information Technology, Performance Tuning, Microsoft Exchange, Hardware, Data Migration, Troubleshooting, Requirements Analysis, Software Documentation, Visio
Education
Robert Morris University
Post-Baccalaureate in Computer Information Systems
Penn State University
Bachelors of Science Degree in Counseling and Rehabilitation Education
Nikki Dielman's Ash Brokerage Experience June 2001 - April 2006
Job Attending college for a Medical Degree
Industry Medical Practice
Experience
One Resource Group April 2006 - October 2012
Ash Brokerage June 2001 - April 2006
Lincoln Financial Group January 1996 - June 2001
Lincoln Financial Group January 1994 - January 1996
Skills
Long-term Care, Term Life Insurance, Fixed Annuities, Disability Insurance, Insurance, Life Insurance, Health Insurance, Retirement Planning, Underwriting, Brokers, Retirement, Estate Planning, Strategic Financial..., Medicare, Agents
Education
Indiana Wesleyan University 2006 — 2007
Associate's degree, Business, Management, Marketing, and Related Support Services
One Resource Group April 2006 - October 2012
Ash Brokerage June 2001 - April 2006
Lincoln Financial Group January 1996 - June 2001
Lincoln Financial Group January 1994 - January 1996
Skills
Long-term Care, Term Life Insurance, Fixed Annuities, Disability Insurance, Insurance, Life Insurance, Health Insurance, Retirement Planning, Underwriting, Brokers, Retirement, Estate Planning, Strategic Financial..., Medicare, Agents
Education
Indiana Wesleyan University 2006 — 2007
Associate's degree, Business, Management, Marketing, and Related Support Services
John Duchien's Ash Brokerage Experience July 2013 - Present
Job Regional Vice President at Ash Brokerage specializing in Annuities | Relationship Building | Estate Planning
Industry Financial Services
Experience
Ash Brokerage July 2013 - Present
WealthVest Marketing May 2011 - July 2013
Duchien Financial, LLC May 2011 - July 2013
Ash InSource June 2003 - April 2011
Jackson National October 1999 - June 2000
Skills
Fixed Annuities, Retirement Planning, Insurance, Life Insurance, Retirement, Mutual Funds, Financial Services, Finance, Variable Annuities, Long-term Care, Wealth Management, Term Life Insurance, Marketing, Series 7, Series 63, Strategic Financial..., Investments, Strategy, Disability Insurance, 401k, Annuity Sales, Indexed Annuities, Relationship Management, Series 6, Financial Planners, Financial Advisory, Financial Planning
Education
Taylor University 1979 — 1982
BS, Business/Systems Analysis
Ash Brokerage July 2013 - Present
WealthVest Marketing May 2011 - July 2013
Duchien Financial, LLC May 2011 - July 2013
Ash InSource June 2003 - April 2011
Jackson National October 1999 - June 2000
Skills
Fixed Annuities, Retirement Planning, Insurance, Life Insurance, Retirement, Mutual Funds, Financial Services, Finance, Variable Annuities, Long-term Care, Wealth Management, Term Life Insurance, Marketing, Series 7, Series 63, Strategic Financial..., Investments, Strategy, Disability Insurance, 401k, Annuity Sales, Indexed Annuities, Relationship Management, Series 6, Financial Planners, Financial Advisory, Financial Planning
Education
Taylor University 1979 — 1982
BS, Business/Systems Analysis
Michael D. Senkier, CLTC's Ash Brokerage Experience May 2013 - Present
Job Regional Vice President at Ash Brokerage specializing in Annuities | Relationship Building | Estate Planning
Industry Financial Services
Experience
Ash Brokerage May 2013 - Present
Senkier Financial Group, LLC May 2013 - Present
Lincoln Financial Distributors August 2006 - May 2013
Roster Financial February 2005 - July 2006
LEAF Financial Corporation July 2004 - February 2005
IFMG Securities February 2004 - July 2004
Guardian Investor Services, LLC June 2002 - November 2003
USAllianz Investor Services, LLC July 2000 - January 2002
MainStay Funds January 1993 - June 2000
Skills
Retirement Planning, Mutual Funds, 401k, Life Insurance, Wealth Management, Financial Advisory, Strategic Financial..., Disability Insurance, Pensions, Relationship Management, Estate Planning, Asset Allocation, IRAs, Annuity Sales, Long Term Care Insurance, Insurance, Variable Annuities, Financial Services, Long-term Care, Fixed Annuities, Indexed Annuities, Series 63, Financial Planning
Education
King's College
Bachelor of Science (B.S.), Business Administration and Management, General
Ash Brokerage May 2013 - Present
Senkier Financial Group, LLC May 2013 - Present
Lincoln Financial Distributors August 2006 - May 2013
Roster Financial February 2005 - July 2006
LEAF Financial Corporation July 2004 - February 2005
IFMG Securities February 2004 - July 2004
Guardian Investor Services, LLC June 2002 - November 2003
USAllianz Investor Services, LLC July 2000 - January 2002
MainStay Funds January 1993 - June 2000
Skills
Retirement Planning, Mutual Funds, 401k, Life Insurance, Wealth Management, Financial Advisory, Strategic Financial..., Disability Insurance, Pensions, Relationship Management, Estate Planning, Asset Allocation, IRAs, Annuity Sales, Long Term Care Insurance, Insurance, Variable Annuities, Financial Services, Long-term Care, Fixed Annuities, Indexed Annuities, Series 63, Financial Planning
Education
King's College
Bachelor of Science (B.S.), Business Administration and Management, General
April Isar's Ash Brokerage Experience June 2014 - September 2014
Job Commission Analyst at Ash Brokerage
Industry Insurance
Experience
Stay at Home Mom September 2014 - July 2015
Ash Brokerage June 2014 - September 2014
Ash Brokerage January 2013 - June 2014
Ash Brokerage June 2012 - January 2013
Ash Brokerage August 2010 - June 2012
Ash Brokerage August 2005 - August 2010
Geiger Excavating August 2003 - May 2005
Skills
Insurance, Customer Service, Outlook, Process Improvement, Employee Benefits, Accounting, Fixed Annuities, Access, Underwriting, Financial Analysis, Analysis, Auditing
Education
International Business College 1998 — 2001
Bachelor of Science, Accounting
Columbia City High School 1994 — 1998
Stay at Home Mom September 2014 - July 2015
Ash Brokerage June 2014 - September 2014
Ash Brokerage January 2013 - June 2014
Ash Brokerage June 2012 - January 2013
Ash Brokerage August 2010 - June 2012
Ash Brokerage August 2005 - August 2010
Geiger Excavating August 2003 - May 2005
Skills
Insurance, Customer Service, Outlook, Process Improvement, Employee Benefits, Accounting, Fixed Annuities, Access, Underwriting, Financial Analysis, Analysis, Auditing
Education
International Business College 1998 — 2001
Bachelor of Science, Accounting
Columbia City High School 1994 — 1998
Mhariel McDonald's Ash Brokerage Experience July 2008 - July 2009
Job Financial Accountant Senior at Anthem, Inc.
Industry Accounting
Experience
Anthem, Inc. August 2015 - Present
Indiana Tech July 2011 - Present
Indiana Tech August 2009 - January 2015
Ash Brokerage July 2008 - July 2009
Skills
Accounting, Financial Reporting, Financial Analysis, Budgets, Microsoft Excel, Access, Auditing
Education
Indiana University-Purdue University at Fort Wayne 2009 — 2010
MBA
Indiana University-Purdue University at Fort Wayne 2005 — 2008
B.S Business, Accounting
Anthem, Inc. August 2015 - Present
Indiana Tech July 2011 - Present
Indiana Tech August 2009 - January 2015
Ash Brokerage July 2008 - July 2009
Skills
Accounting, Financial Reporting, Financial Analysis, Budgets, Microsoft Excel, Access, Auditing
Education
Indiana University-Purdue University at Fort Wayne 2009 — 2010
MBA
Indiana University-Purdue University at Fort Wayne 2005 — 2008
B.S Business, Accounting
Robert Pierson's Ash Brokerage Experience August 2008 - February 2012
Job Underwriter / Business Analyst at Ameritas
Industry Insurance
Experience
Ameritas February 2012 - Present
Ash Brokerage August 2008 - February 2012
DSV - Global Transport and Logistics 2006 - 2008
A.N. Deringer, Inc. 2005 - 2006
BDP International 2003 - 2005
Skills
Insurance, Life Insurance, Term Life Insurance, Health Insurance, Business Analysis, Underwriting, Analysis, Process Improvement, Business Requirements, Requirements Gathering, International Logistics, International &..., Air Freight, Ocean Freight
Education
Mount St. Joseph University
Bachelor of Arts (BA), Education
Ameritas February 2012 - Present
Ash Brokerage August 2008 - February 2012
DSV - Global Transport and Logistics 2006 - 2008
A.N. Deringer, Inc. 2005 - 2006
BDP International 2003 - 2005
Skills
Insurance, Life Insurance, Term Life Insurance, Health Insurance, Business Analysis, Underwriting, Analysis, Process Improvement, Business Requirements, Requirements Gathering, International Logistics, International &..., Air Freight, Ocean Freight
Education
Mount St. Joseph University
Bachelor of Arts (BA), Education
Andrea Baumer's Ash Brokerage Experience 1998 - 2002
Job
Industry Insurance
Experience
Innovative Insurance Partners, LLC October 2012 - Present
The Leaders Group Inc. Member FINRA January 2008 - Present
One Resource Group July 2002 - October 2012
Ash Brokerage 1998 - 2002
Skills
Long Term Care, Insurance, Term Life Insurance, Disability Insurance, Medicare Supplements, Life Insurance, Fixed Annuities, Brokers, Insurance Brokerage, Whole Life, Medicare, 401k, Series 6, Universal Life, Health Insurance, Retirement Planning, Long Term Care Insurance, Strategic Financial..., Long-term Care, Retirement, Underwriting, Series 63, Financial Planners, Mutual Funds, IRAs, Critical Illness, Series 7, Wealth, Life & Health Insurance..., Estate Planning, Financial Advisory, 401k Rollovers, Variable Annuities, Indexed Annuities, Wealth Management, Pensions, Investment Advisory, FINRA, Small Business, Key Person Insurance, Financial Services, Wealth Accumulation, Buy-sell Agreements, Roth IRA, Personal Financial..., Permanent Life Insurance, Guaranteed Lifetime..., Financial Goals, Group Insurance, Executive Benefit...
Education
Indiana University-Purdue University at Fort Wayne 1987 — 1989
BS, Accounting, Economics
Olivet Nazarene University 1985 — 1987
BS, Accounting, Economics
Innovative Insurance Partners, LLC October 2012 - Present
The Leaders Group Inc. Member FINRA January 2008 - Present
One Resource Group July 2002 - October 2012
Ash Brokerage 1998 - 2002
Skills
Long Term Care, Insurance, Term Life Insurance, Disability Insurance, Medicare Supplements, Life Insurance, Fixed Annuities, Brokers, Insurance Brokerage, Whole Life, Medicare, 401k, Series 6, Universal Life, Health Insurance, Retirement Planning, Long Term Care Insurance, Strategic Financial..., Long-term Care, Retirement, Underwriting, Series 63, Financial Planners, Mutual Funds, IRAs, Critical Illness, Series 7, Wealth, Life & Health Insurance..., Estate Planning, Financial Advisory, 401k Rollovers, Variable Annuities, Indexed Annuities, Wealth Management, Pensions, Investment Advisory, FINRA, Small Business, Key Person Insurance, Financial Services, Wealth Accumulation, Buy-sell Agreements, Roth IRA, Personal Financial..., Permanent Life Insurance, Guaranteed Lifetime..., Financial Goals, Group Insurance, Executive Benefit...
Education
Indiana University-Purdue University at Fort Wayne 1987 — 1989
BS, Accounting, Economics
Olivet Nazarene University 1985 — 1987
BS, Accounting, Economics
Ronald Cannon's Ash Brokerage Experience January 2009 - Present
Job Chief Loafer at RETIRED
Industry Insurance
Experience
RETIRED December 2011 - Present
Ash Brokerage January 2009 - Present
Delta Financial Associates January 1990 - January 2008
Vanguard January 1985 - January 1990
Skills
Unix, MySQL, Java, JavaScript, C, Troubleshooting, SQL, Linux, Oracle, PHP, Microsoft SQL Server, C++, HTML, Web Development, Visual Basic, Virtualization, Programming, Device Drivers, ASP
Education
Mississippi State University 1965 — 1969
BS Business Administration, Business Administration and Management, General
RETIRED December 2011 - Present
Ash Brokerage January 2009 - Present
Delta Financial Associates January 1990 - January 2008
Vanguard January 1985 - January 1990
Skills
Unix, MySQL, Java, JavaScript, C, Troubleshooting, SQL, Linux, Oracle, PHP, Microsoft SQL Server, C++, HTML, Web Development, Visual Basic, Virtualization, Programming, Device Drivers, ASP
Education
Mississippi State University 1965 — 1969
BS Business Administration, Business Administration and Management, General
Jason Roebel's Ash Brokerage Experience October 2001 - October 2003
Job Machinist at Superior Machine and tool
Industry Machinery
Experience
Superior Machine and tool January 2012 - Present
Superior Auto Wash October 2003 - August 2011
Ash Brokerage October 2001 - October 2003
Skills
Continuous Improvement, Microsoft Excel, Process Improvement, Public Speaking, Sales Management, Strategic Planning, Financial Planning
Education
Indiana University-Purdue University at Fort Wayne 1995 — 2000
Bachelor of Arts (B.A.), Economics
Superior Machine and tool January 2012 - Present
Superior Auto Wash October 2003 - August 2011
Ash Brokerage October 2001 - October 2003
Skills
Continuous Improvement, Microsoft Excel, Process Improvement, Public Speaking, Sales Management, Strategic Planning, Financial Planning
Education
Indiana University-Purdue University at Fort Wayne 1995 — 2000
Bachelor of Arts (B.A.), Economics
Angela Grosheim's Ash Brokerage Experience 2008 - 2012
Job Benefits Assistant at Buck Consultants
Industry Human Resources
Experience
Buck Consultants June 2013 - Present
Ash Brokerage 2008 - 2012
US Financial Life Insurance August 2004 - October 2007
Skills
Insurance, Life Insurance, Term Life Insurance
Education
University of Cincinnati 1996 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
Buck Consultants June 2013 - Present
Ash Brokerage 2008 - 2012
US Financial Life Insurance August 2004 - October 2007
Skills
Insurance, Life Insurance, Term Life Insurance
Education
University of Cincinnati 1996 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO