Capitas Financial
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Capitas Financial Employees
Employee
Years
Job
Industry
Annie Longo Annie Longo's Capitas Financial Experience June 2013 - December 2013
Job Crump
Industry Insurance
Experience
AIG April 2014 - October 2014
Capitas Financial June 2013 - December 2013
MetLife May 2007 - June 2013
MetLife February 2006 - May 2007
Skills
Life Insurance, Estate Planning, Sales Presentation..., Public Speaking, Series 6, Series 63, Life Insurance Licensed, Whole Life, Variable Life, Relationship Management, Mentoring New Hires, Call Coaching, Disability Insurance, Sales, Term Life Insurance, Retirement, Variable Annuities, Long-term Care, Long Term Care Insurance, Retirement Planning, Fixed Annuities
Education
University of Maryland College Park
The American College 2010 — 2013
CLU
AIG April 2014 - October 2014
Capitas Financial June 2013 - December 2013
MetLife May 2007 - June 2013
MetLife February 2006 - May 2007
Skills
Life Insurance, Estate Planning, Sales Presentation..., Public Speaking, Series 6, Series 63, Life Insurance Licensed, Whole Life, Variable Life, Relationship Management, Mentoring New Hires, Call Coaching, Disability Insurance, Sales, Term Life Insurance, Retirement, Variable Annuities, Long-term Care, Long Term Care Insurance, Retirement Planning, Fixed Annuities
Education
University of Maryland College Park
The American College 2010 — 2013
CLU
Tim McHugh Tim McHugh's Capitas Financial Experience June 2013 - August 2013
Job Staff Accountant at MOBI Wireless Management
Industry Accounting
Experience
MOBI Wireless Management August 2015 - Present
St.Vincent Health June 2014 - August 2014
Column Capital Advisors, LLC January 2014 - April 2014
Capitas Financial June 2013 - August 2013
Skills
Accounting, Microsoft Excel, Microsoft Office, Financial Reporting, Financial Analysis, Time Management, Leadership
Education
Butler University 2014 — 2015
Master's Degree, Accounting
Butler University 2010 — 2014
Bachelor's Degree, Accounting
St. Theodore Guerin High School 2006 — 2010
Academic Honors
MOBI Wireless Management August 2015 - Present
St.Vincent Health June 2014 - August 2014
Column Capital Advisors, LLC January 2014 - April 2014
Capitas Financial June 2013 - August 2013
Skills
Accounting, Microsoft Excel, Microsoft Office, Financial Reporting, Financial Analysis, Time Management, Leadership
Education
Butler University 2014 — 2015
Master's Degree, Accounting
Butler University 2010 — 2014
Bachelor's Degree, Accounting
St. Theodore Guerin High School 2006 — 2010
Academic Honors
Chip Morgan Chip Morgan's Capitas Financial Experience December 2012 - October 2013
Job Insurance Sales
Industry Financial Services
Experience
Capitas Financial December 2012 - October 2013
Marsh Private Client Life Insurance Services July 2008 - August 2012
Leisure Werden & Terry February 1999 - July 2008
Skills
Long-term Care, Disability Insurance, Insurance, Fixed Annuities, Brokers, Life Insurance, Underwriting, Retirement, Health Insurance, Retirement Planning, Long Term Care Insurance, Financial Planners, Estate Planning, Employee Benefits
Education
California State University-Northridge
Capitas Financial December 2012 - October 2013
Marsh Private Client Life Insurance Services July 2008 - August 2012
Leisure Werden & Terry February 1999 - July 2008
Skills
Long-term Care, Disability Insurance, Insurance, Fixed Annuities, Brokers, Life Insurance, Underwriting, Retirement, Health Insurance, Retirement Planning, Long Term Care Insurance, Financial Planners, Estate Planning, Employee Benefits
Education
California State University-Northridge
Ervis Mellani Ervis Mellani's Capitas Financial Experience September 2014 - Present
Job Sales Vice President at Capitas Financial NorthCoast Brokerage
Industry Insurance
Experience
Capitas Financial September 2014 - Present
Farmers Insurance March 2014 - August 2014
NorthCoast Brokerage Agency Inc January 2010 - March 2014
Prudential Financial June 2008 - May 2009
Skills
Fixed Annuities, Sales, Investments, Insurance, Employee Benefits, Series 63, Mutual Funds, Disability Insurance, 401k, Long-term Care, Financial Services, Universal Life
Education
Cleveland State University 2003 — 2008
Economics & Finance
Capitas Financial September 2014 - Present
Farmers Insurance March 2014 - August 2014
NorthCoast Brokerage Agency Inc January 2010 - March 2014
Prudential Financial June 2008 - May 2009
Skills
Fixed Annuities, Sales, Investments, Insurance, Employee Benefits, Series 63, Mutual Funds, Disability Insurance, 401k, Long-term Care, Financial Services, Universal Life
Education
Cleveland State University 2003 — 2008
Economics & Finance
Simon Obarto's Capitas Financial Experience June 2012 - August 2013
Job Seeking New Opportunity
Industry Financial Services
Experience
Capitas Financial June 2012 - August 2013
Independent Advisor September 1998 - May 2012
C&O Associates, Inc April 1994 - September 1998
General American Life Insurance Company April 1989 - April 1994
Skills
Retirement Planning, Retirement, Investments, Fixed Annuities, Insurance, Series 7, Estate Planning, Life Insurance, Long-term Care, Financial Advisory, Asset Allocation, Disability Insurance, Series 63, Mutual Funds, Pensions, Financial Planners, 401k, Securities, Series 24, Series 65, Wealth Management, Financial Services, Wealth Accumulation
Education
Central Michigan University
Integrated Leadership Studies
Capitas Financial June 2012 - August 2013
Independent Advisor September 1998 - May 2012
C&O Associates, Inc April 1994 - September 1998
General American Life Insurance Company April 1989 - April 1994
Skills
Retirement Planning, Retirement, Investments, Fixed Annuities, Insurance, Series 7, Estate Planning, Life Insurance, Long-term Care, Financial Advisory, Asset Allocation, Disability Insurance, Series 63, Mutual Funds, Pensions, Financial Planners, 401k, Securities, Series 24, Series 65, Wealth Management, Financial Services, Wealth Accumulation
Education
Central Michigan University
Integrated Leadership Studies
Carlyle Johnson Carlyle Johnson's Capitas Financial Experience October 2007 - March 2008
Job Hiring Agent at CVS Health
Industry Insurance
Experience
CVS Health June 2015 - Present
CVS Caremark Corporation October 2013 - Present
Blue Cross and Blue Shield of Minnesota January 2013 - October 2013
Blue Cross Blue Shield of Minnesota June 2011 - July 2013
Blue Cross Blue Shield of Minnesota June 2008 - January 2013
Capitas Financial October 2007 - March 2008
UnitedHealthcare January 2004 - September 2007
Skills
Cross-functional Team..., Leadership, Highly detail oriented, Health Insurance, Insurance, Motivated self-starter, Team-oriented, Microsoft Office, Adaptable to Changes, Sales, Innovativeness, Process Improvement, Project Management, Call Centers, Reporting & Analysis, Management, Employee Benefits, Analytics, Sales Management, Development Of Employees, Health Savings Accounts, Prescription Drugs, Strategic Planning, Customer Service, Communication, Team Building
Education
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
University of Phoenix 2013 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
South high
CVS Health June 2015 - Present
CVS Caremark Corporation October 2013 - Present
Blue Cross and Blue Shield of Minnesota January 2013 - October 2013
Blue Cross Blue Shield of Minnesota June 2011 - July 2013
Blue Cross Blue Shield of Minnesota June 2008 - January 2013
Capitas Financial October 2007 - March 2008
UnitedHealthcare January 2004 - September 2007
Skills
Cross-functional Team..., Leadership, Highly detail oriented, Health Insurance, Insurance, Motivated self-starter, Team-oriented, Microsoft Office, Adaptable to Changes, Sales, Innovativeness, Process Improvement, Project Management, Call Centers, Reporting & Analysis, Management, Employee Benefits, Analytics, Sales Management, Development Of Employees, Health Savings Accounts, Prescription Drugs, Strategic Planning, Customer Service, Communication, Team Building
Education
University of Phoenix 2010 — 2012
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
University of Phoenix 2013 — 2015
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services
South high
Kimberlie Bowden Kimberlie Bowden's Capitas Financial Experience January 2004 - September 2008
Job Financial Advisor at King Wagle Smith Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2008 - Present
Capitas Financial January 2004 - September 2008
Skills
Life Insurance, Insurance, Securities, Retirement Planning, Financial Advisory, Wealth Management
Education
Slippery Rock University of Pennsylvania 1999 — 2003
BS, Finance, Finance
Wells Fargo Advisors, LLC September 2008 - Present
Capitas Financial January 2004 - September 2008
Skills
Life Insurance, Insurance, Securities, Retirement Planning, Financial Advisory, Wealth Management
Education
Slippery Rock University of Pennsylvania 1999 — 2003
BS, Finance, Finance
Dexter Hoayun's Capitas Financial Experience 2002 - 2004
Job Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch / Bank of America May 2013 - Present
Garden City Group October 2010 - November 2012
KURTZMAN CARSON CONSULTANTS June 2009 - September 2010
Computershare October 2007 - June 2009
Administar Services Group LLC October 2006 - October 2007
Multi Cultural Network 2002 - 2007
Jacksonville Regional Chamber of Commerce 2002 - 2004
Capitas Financial 2002 - 2004
New England Financial November 1998 - February 2001
Skills
Access, Project Management, Process Improvement, Management, Insurance, Budgets, Training, Microsoft Excel, Visio, Customer Service, Outlook, Event Planning, Event Management, Team Leadership, Public Speaking, Microsoft Office, Microsoft Word, Operations Management, Sales, Human Resources, Marketing, Recruiting, Nonprofits, Time Management, Strategic Planning, Project Planning, Policy, Fundraising, Accounting, PowerPoint, Coaching, Negotiation, Finance, Analysis, Business Process..., Employee Benefits, Banking, Contract Negotiation, Financial Analysis, Leadership, Research, Risk Management
Education
University of North Florida 1995 — 2001
BBA, Banking and Finance
Merrill Lynch / Bank of America May 2013 - Present
Garden City Group October 2010 - November 2012
KURTZMAN CARSON CONSULTANTS June 2009 - September 2010
Computershare October 2007 - June 2009
Administar Services Group LLC October 2006 - October 2007
Multi Cultural Network 2002 - 2007
Jacksonville Regional Chamber of Commerce 2002 - 2004
Capitas Financial 2002 - 2004
New England Financial November 1998 - February 2001
Skills
Access, Project Management, Process Improvement, Management, Insurance, Budgets, Training, Microsoft Excel, Visio, Customer Service, Outlook, Event Planning, Event Management, Team Leadership, Public Speaking, Microsoft Office, Microsoft Word, Operations Management, Sales, Human Resources, Marketing, Recruiting, Nonprofits, Time Management, Strategic Planning, Project Planning, Policy, Fundraising, Accounting, PowerPoint, Coaching, Negotiation, Finance, Analysis, Business Process..., Employee Benefits, Banking, Contract Negotiation, Financial Analysis, Leadership, Research, Risk Management
Education
University of North Florida 1995 — 2001
BBA, Banking and Finance
Dinah Harner Dinah Harner's Capitas Financial Experience August 2006 - January 2009
Job Clinical Dietitian at Fresenius Medical Care
Industry Hospital & Health Care
Experience
Fresenius Medical Care March 2015 - Present
Sodexo 2013 - February 2015
AmeriCorps June 2012 - August 2012
Wheaton Franciscan Healthcare August 2011 - May 2012
Capitas Financial August 2006 - January 2009
Skills
Social Networking, Dietetics, Nutrition Education, Clinical Dietetics, Medical Nutrition..., Motivational..., Health Promotion
Education
Mt Mary University 2014 — 2017
Master's Degree, Dietetics and Clinical Nutrition Services
Mount Mary College 2009 — 2013
Bachelor of Science (B.S.), Nutrition and Dietetics
Northern Illinois University
Bachelor of Arts (B.A.), Fine and Studio Arts
Fresenius Medical Care March 2015 - Present
Sodexo 2013 - February 2015
AmeriCorps June 2012 - August 2012
Wheaton Franciscan Healthcare August 2011 - May 2012
Capitas Financial August 2006 - January 2009
Skills
Social Networking, Dietetics, Nutrition Education, Clinical Dietetics, Medical Nutrition..., Motivational..., Health Promotion
Education
Mt Mary University 2014 — 2017
Master's Degree, Dietetics and Clinical Nutrition Services
Mount Mary College 2009 — 2013
Bachelor of Science (B.S.), Nutrition and Dietetics
Northern Illinois University
Bachelor of Arts (B.A.), Fine and Studio Arts
Charles Wold, CLU, ChFC Charles Wold, CLU, ChFC's Capitas Financial Experience November 2010 - Present
Job Director Private Wealth Management at Capitas Financial
Industry Financial Services
Experience
Capitas Financial November 2010 - Present
The Hartford April 1991 - October 2010
Travelers February 1987 - March 1991
Skills
Investments, Long Term Care Insurance, IRAs, Term Life Insurance, Wealth Accumulation, Wealth Management..., Brokers, Underwriting, Financial Services, High Net Worth..., Relationship Management, Insurance Brokerage, Life, Wealth Preservation..., Key Person Insurance, Premium Financing, Sales Presentations, Multi-generational...
Education
Kenyon College 1982 — 1986
Bachelor of Science (BS), Economics
Capitas Financial November 2010 - Present
The Hartford April 1991 - October 2010
Travelers February 1987 - March 1991
Skills
Investments, Long Term Care Insurance, IRAs, Term Life Insurance, Wealth Accumulation, Wealth Management..., Brokers, Underwriting, Financial Services, High Net Worth..., Relationship Management, Insurance Brokerage, Life, Wealth Preservation..., Key Person Insurance, Premium Financing, Sales Presentations, Multi-generational...
Education
Kenyon College 1982 — 1986
Bachelor of Science (BS), Economics
Hannah Hanlon Hannah Hanlon's Capitas Financial Experience July 2013 - March 2014
Job J.D. Candidate at University of St. Thomas School of Law
Industry Law Practice
Experience
Twin City Fan Companies, Ltd. March 2014 - Present
University of St. Thomas September 2010 - January 2015
Capitas Financial July 2013 - March 2014
University of St. Thomas September 2011 - September 2013
J.Crew October 2012 - December 2012
Life Time Fitness August 2008 - December 2012
Skills
Research, PowerPoint, Event Planning, Program Management, Sales, Microsoft Excel, Public Speaking, Customer Service, Social Media
Education
University of St. Thomas School of Law 2014 — 2017
Doctor of Law (J.D.), 2L
University of Saint Thomas - School of Business 2010 — 2014
Bachelor of Arts (B.A.), Finance, Senior
University College Dublin 2013 — 2013
Study abroad, General Studies, Junior
Twin City Fan Companies, Ltd. March 2014 - Present
University of St. Thomas September 2010 - January 2015
Capitas Financial July 2013 - March 2014
University of St. Thomas September 2011 - September 2013
J.Crew October 2012 - December 2012
Life Time Fitness August 2008 - December 2012
Skills
Research, PowerPoint, Event Planning, Program Management, Sales, Microsoft Excel, Public Speaking, Customer Service, Social Media
Education
University of St. Thomas School of Law 2014 — 2017
Doctor of Law (J.D.), 2L
University of Saint Thomas - School of Business 2010 — 2014
Bachelor of Arts (B.A.), Finance, Senior
University College Dublin 2013 — 2013
Study abroad, General Studies, Junior
William K Bridgers's Capitas Financial Experience March 2002 - December 2007
Job William K Bridgers, Insurance Consultant, LLC
Industry Financial Services
Experience
William K Bridgers, Insurance Consultant, LLC January 2015 - Present
NAIFA-Central Utah 2015 - 2015
Financial Services Professional October 2013 - December 2014
Designs In Life, A Principal Office of Insurance Designers of America (IDA) January 2008 - August 2013
Capitas Financial March 2002 - December 2007
Transamerica Life Insurance Company February 2000 - February 2002
Merrill Lynch January 1995 - February 2000
Education
University of California, Santa Barbara 1970 — 1972
Bachelor of Arts (BA)
Santa Barbara City College 1966 — 1967
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
William K Bridgers, Insurance Consultant, LLC January 2015 - Present
NAIFA-Central Utah 2015 - 2015
Financial Services Professional October 2013 - December 2014
Designs In Life, A Principal Office of Insurance Designers of America (IDA) January 2008 - August 2013
Capitas Financial March 2002 - December 2007
Transamerica Life Insurance Company February 2000 - February 2002
Merrill Lynch January 1995 - February 2000
Education
University of California, Santa Barbara 1970 — 1972
Bachelor of Arts (BA)
Santa Barbara City College 1966 — 1967
Associate's Degree, Liberal Arts and Sciences, General Studies and Humanities
Brian Tepper Brian Tepper's Capitas Financial Experience January 2004 - Present
Job Sales Vice President at Capitas Financial
Industry Financial Services
Experience
Capitas Financial January 2004 - Present
Capitas Financial October 1998 - January 2004
Skills
Life Insurance, Wealth Management, Executive Pay, Pensions, 401k, Retirement Planning, Retirement Savings, Estate Planning, Long-term Care, Disability Insurance, Term Life Insurance, Financial Services, Strategic Financial..., Health Insurance, Investments
Education
Michigan State University 1994 — 1998
B.S., Law & Economics
Capitas Financial January 2004 - Present
Capitas Financial October 1998 - January 2004
Skills
Life Insurance, Wealth Management, Executive Pay, Pensions, 401k, Retirement Planning, Retirement Savings, Estate Planning, Long-term Care, Disability Insurance, Term Life Insurance, Financial Services, Strategic Financial..., Health Insurance, Investments
Education
Michigan State University 1994 — 1998
B.S., Law & Economics
Thomas Parnell Thomas Parnell's Capitas Financial Experience October 2013 - Present
Job National Accounts Coordinator at Capitas Financial
Industry Financial Services
Experience
Capitas Financial October 2013 - Present
The Leaders Group 2014 - Present
Capitas Financial August 2013 - October 2013
University of St. Thomas May 2012 - September 2012
MN State Fair June 2007 - September 2011
Skills
Mathematical Modeling, Bayesian statistics, Microsoft Excel, Linux Desktop, Mathematica, Microsoft Office, LaTeX, Matlab, Screen Printing, Adobe Creative Suite, Minitab, Research, Statistics, Access, Leadership, Teamwork, PowerPoint, Time Management, Public Speaking, Social Media, Data Analysis
Education
University of Minnesota-Twin Cities 2014 — 2017
Master's Degree, Financial Mathematics
University of St. Thomas 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
Roseville Area High School 2005 — 2009
Capitas Financial October 2013 - Present
The Leaders Group 2014 - Present
Capitas Financial August 2013 - October 2013
University of St. Thomas May 2012 - September 2012
MN State Fair June 2007 - September 2011
Skills
Mathematical Modeling, Bayesian statistics, Microsoft Excel, Linux Desktop, Mathematica, Microsoft Office, LaTeX, Matlab, Screen Printing, Adobe Creative Suite, Minitab, Research, Statistics, Access, Leadership, Teamwork, PowerPoint, Time Management, Public Speaking, Social Media, Data Analysis
Education
University of Minnesota-Twin Cities 2014 — 2017
Master's Degree, Financial Mathematics
University of St. Thomas 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
Roseville Area High School 2005 — 2009
Peter Preu, CLU®, CRPC®'s Capitas Financial Experience December 2002 - September 2004
Job Field Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company June 2010 - Present
UBS Financial Services, Inc. July 2009 - March 2010
UBS Financial Services, Inc. August 2006 - June 2009
UBS Financial Services, Inc September 2004 - August 2006
Capitas Financial December 2002 - September 2004
UBS Financial Services, Inc. April 1992 - December 2002
Skills
Advanced Sales, Executive Benefits, Estate Planning, Financial Services, Life Insurance, Retirement Planning
Education
University of South Florida 1978 — 1982
BA, Marketing
College for Financial Planning
CRPC, Retirement and Financial Planning
The American College
CLU, Insurance and Financial Planning
Pacific Life Insurance Company June 2010 - Present
UBS Financial Services, Inc. July 2009 - March 2010
UBS Financial Services, Inc. August 2006 - June 2009
UBS Financial Services, Inc September 2004 - August 2006
Capitas Financial December 2002 - September 2004
UBS Financial Services, Inc. April 1992 - December 2002
Skills
Advanced Sales, Executive Benefits, Estate Planning, Financial Services, Life Insurance, Retirement Planning
Education
University of South Florida 1978 — 1982
BA, Marketing
College for Financial Planning
CRPC, Retirement and Financial Planning
The American College
CLU, Insurance and Financial Planning
J. Kavanaugh Tucker J. Kavanaugh Tucker's Capitas Financial Experience 2002 - 2005
Job Principal, SouthCap Brokerage
Industry Financial Services
Experience
SouthCap Brokerage Group, LLC January 2010 - Present
Walton Funding, LLC April 2014 - Present
Credit Suisse January 2008 - January 2010
Highland Capital Brokerage 2006 - 2008
Highland Capital Brokerage 2006 - 2008
Capitas Financial 2002 - 2005
Skills
Business Continuity..., Insurance, Underwriting, Brokerage, Funding, Wealth, Investment Banking, Financial Services, Financial Structuring, Retirement, Retirement Planning, Leadership, Investments, Life Insurance, Estate Planning, 401k, Mutual Funds, Sales Management, Strategic Financial..., Brokers
Education
Georgia Institute of Technology 1995 — 1999
BS Bus MGT, 1999
SouthCap Brokerage Group, LLC January 2010 - Present
Walton Funding, LLC April 2014 - Present
Credit Suisse January 2008 - January 2010
Highland Capital Brokerage 2006 - 2008
Highland Capital Brokerage 2006 - 2008
Capitas Financial 2002 - 2005
Skills
Business Continuity..., Insurance, Underwriting, Brokerage, Funding, Wealth, Investment Banking, Financial Services, Financial Structuring, Retirement, Retirement Planning, Leadership, Investments, Life Insurance, Estate Planning, 401k, Mutual Funds, Sales Management, Strategic Financial..., Brokers
Education
Georgia Institute of Technology 1995 — 1999
BS Bus MGT, 1999
Clay Lund Clay Lund's Capitas Financial Experience May 2014 - January 2015
Job Director Financial Institutions Insurance Designers of America
Industry Financial Services
Experience
Elite Marketing Group/Insurance Designers of Texas February 2015 - Present
Capitas Financial May 2014 - January 2015
Prudential Financial January 2013 - April 2014
Hartford Life September 2004 - December 2012
Skills
Financial Services, Life Insurance, Insurance, Financial Advisory, Sales, Series 63, Small Business, Fixed Annuities, Mutual Funds, Retirement Planning
Education
Lawrence University 1976 — 1979
Bachelor of Arts (B.A.)
Elite Marketing Group/Insurance Designers of Texas February 2015 - Present
Capitas Financial May 2014 - January 2015
Prudential Financial January 2013 - April 2014
Hartford Life September 2004 - December 2012
Skills
Financial Services, Life Insurance, Insurance, Financial Advisory, Sales, Series 63, Small Business, Fixed Annuities, Mutual Funds, Retirement Planning
Education
Lawrence University 1976 — 1979
Bachelor of Arts (B.A.)
Scott Coppeto, JD, CFP, CLU, CLTC's Capitas Financial Experience February 2012 - Present
Job Advanced Planning Solutions Specialist, Insurance & Estate Planning
Industry Financial Services
Experience
Capitas Financial February 2012 - Present
Morgan Stanley Smith Barney May 2007 - March 2012
The Hartford 2005 - 2007
Merrill Lynch 2000 - 2002
Prudential Financial 1996 - 1999
PA Department of Banking & Insurance 1995 - 1995
Skills
Estate Planning, Succession Planning, Multi-generational..., Business Continuity..., Life Insurance, Long Term Care Insurance, Key Person Insurance, Retirement Planning, Trusts, High Net Worth..., Insurance, Asset Protection
Education
Widener University School of Law (PA) 1992 — 1995
Doctor of Law (J.D.)
King's College 1986 — 1990
Bachelor of Arts (B.A.)
Capitas Financial February 2012 - Present
Morgan Stanley Smith Barney May 2007 - March 2012
The Hartford 2005 - 2007
Merrill Lynch 2000 - 2002
Prudential Financial 1996 - 1999
PA Department of Banking & Insurance 1995 - 1995
Skills
Estate Planning, Succession Planning, Multi-generational..., Business Continuity..., Life Insurance, Long Term Care Insurance, Key Person Insurance, Retirement Planning, Trusts, High Net Worth..., Insurance, Asset Protection
Education
Widener University School of Law (PA) 1992 — 1995
Doctor of Law (J.D.)
King's College 1986 — 1990
Bachelor of Arts (B.A.)
Brian Hoskins's Capitas Financial Experience February 2012 - Present
Job Sales Vice President at Capitas Financial
Industry Financial Services
Experience
Capitas Financial February 2012 - Present
The Huntington Investment Company February 2011 - February 2012
TD Ameritrade May 2010 - February 2011
Independent May 2008 - May 2010
Genworth Financial March 2006 - April 2008
Merrill Lynch February 2004 - February 2006
Self Employed January 1996 - January 2006
Skills
Series 7, Fixed Annuities, Investments, Retirement, Life Insurance, Estate Planning, Financial Planners, Long-term Care, Series 65, Series 63, CLU (Candidate), Financial Advisory, Financial Services, Insurance, Long Term Care Insurance, Retirement Planning, Asset Management, FINRA, Finance, Wealth Management, Series 6, Investment Advisory, Asset Allocation, 401k, IRAs, Financial Planning
Education
University of Kentucky
Capitas Financial February 2012 - Present
The Huntington Investment Company February 2011 - February 2012
TD Ameritrade May 2010 - February 2011
Independent May 2008 - May 2010
Genworth Financial March 2006 - April 2008
Merrill Lynch February 2004 - February 2006
Self Employed January 1996 - January 2006
Skills
Series 7, Fixed Annuities, Investments, Retirement, Life Insurance, Estate Planning, Financial Planners, Long-term Care, Series 65, Series 63, CLU (Candidate), Financial Advisory, Financial Services, Insurance, Long Term Care Insurance, Retirement Planning, Asset Management, FINRA, Finance, Wealth Management, Series 6, Investment Advisory, Asset Allocation, 401k, IRAs, Financial Planning
Education
University of Kentucky
Derrik Bullen's Capitas Financial Experience January 2013 - November 2014
Job Regional Sales Vice President
Industry Insurance
Experience
MetLife November 2014 - Present
Capitas Financial January 2013 - November 2014
The Smith Companies January 2011 - March 2013
Sun Life Financial January 2004 - December 2010
Skills
Sales Presentations, Series 63, Retirement Planning, Insurance, Retirement, Salesforce.com, Series 6, Estate Planning, PowerPoint, Excel, Problem Solving, Business Planning, Microsoft Office, Siebel, New Business Development, Customer Relations, Sales Process, Microsoft Excel, Fixed Annuities
Education
Bridgewater State College 1998 — 2003
Bachelor of Arts, Graphic Design
MetLife November 2014 - Present
Capitas Financial January 2013 - November 2014
The Smith Companies January 2011 - March 2013
Sun Life Financial January 2004 - December 2010
Skills
Sales Presentations, Series 63, Retirement Planning, Insurance, Retirement, Salesforce.com, Series 6, Estate Planning, PowerPoint, Excel, Problem Solving, Business Planning, Microsoft Office, Siebel, New Business Development, Customer Relations, Sales Process, Microsoft Excel, Fixed Annuities
Education
Bridgewater State College 1998 — 2003
Bachelor of Arts, Graphic Design
John Mihelcic John Mihelcic's Capitas Financial Experience May 2007 - Present
Job Case Manager & Underwriting Consultant at Capitas Financial
Industry Financial Services
Experience
Capitas Financial May 2007 - Present
The Producer's Advantage August 2003 - March 2005
Skills
Long-term Care, Retirement Planning, Insurance, Fixed Annuities, Retirement, Term Life Insurance, Underwriting, Disability Insurance, Customer Service, Life Insurance
Education
University of Michigan-Flint
Bachelor's degree, Clinical Laboratory Science/Medical Technology/Technologist
University of Michigan-Flint
Bachelor's degree, Biology/Biological Sciences, General
Capitas Financial May 2007 - Present
The Producer's Advantage August 2003 - March 2005
Skills
Long-term Care, Retirement Planning, Insurance, Fixed Annuities, Retirement, Term Life Insurance, Underwriting, Disability Insurance, Customer Service, Life Insurance
Education
University of Michigan-Flint
Bachelor's degree, Clinical Laboratory Science/Medical Technology/Technologist
University of Michigan-Flint
Bachelor's degree, Biology/Biological Sciences, General
Andrew Bannock's Capitas Financial Experience November 2010 - July 2013
Job Area Life Consultant Protective Life
Industry Financial Services
Experience
Capitas Financial November 2010 - July 2013
The Hartford October 2005 - October 2010
Skills
Sales, Insurance, Series 6, Life Insurance, Term Life Insurance, General Insurance, Marketing, Direct Sales, Series 63, CA Insurance License, Licensed Life & Health..., Estate Planning, Permanent Life Insurance, Variable Life
Education
San Diego State University-California State University 1997 — 2001
BS, Communication Management
Capitas Financial November 2010 - July 2013
The Hartford October 2005 - October 2010
Skills
Sales, Insurance, Series 6, Life Insurance, Term Life Insurance, General Insurance, Marketing, Direct Sales, Series 63, CA Insurance License, Licensed Life & Health..., Estate Planning, Permanent Life Insurance, Variable Life
Education
San Diego State University-California State University 1997 — 2001
BS, Communication Management
Amy Noga Amy Noga's Capitas Financial Experience July 2015 - Present
Job VP Operations at Capitas Financial
Industry Insurance
Experience
Capitas Financial July 2015 - Present
Aon (fka Stratford 360) May 2011 - July 2015
Prudential Insurance November 2006 - May 2011
Clark Consulting October 1988 - September 2004
Clark Consulting 1988 - 2004
Skills
Employee Benefits, Insurance, Strategic Planning, Project Management, Coaching, Customer Service, Vendor Management, Microsoft Excel, Leadership, Change Management, Team Building, Analysis, Talent Acquisition, Disability Insurance, Business Development, Finance, Underwriting, Relationship Management, Management, New Business Development, Health Insurance, Account Management, Process Improvement
Education
University of Minnesota-Twin Cities 1983 — 1988
BA, Economics
Capitas Financial July 2015 - Present
Aon (fka Stratford 360) May 2011 - July 2015
Prudential Insurance November 2006 - May 2011
Clark Consulting October 1988 - September 2004
Clark Consulting 1988 - 2004
Skills
Employee Benefits, Insurance, Strategic Planning, Project Management, Coaching, Customer Service, Vendor Management, Microsoft Excel, Leadership, Change Management, Team Building, Analysis, Talent Acquisition, Disability Insurance, Business Development, Finance, Underwriting, Relationship Management, Management, New Business Development, Health Insurance, Account Management, Process Improvement
Education
University of Minnesota-Twin Cities 1983 — 1988
BA, Economics
Jason Roberts CLU, ChFC Jason Roberts CLU, ChFC's Capitas Financial Experience 2012 - 2013
Job Territory Sales Consultant at Meeder Investment Management
Industry Financial Services
Experience
Meeder Investment Management 2014 - Present
Capitas Financial 2012 - 2013
Nationwide Financial 2010 - 2012
Huntington National Bank 2009 - 2010
Citi 2005 - 2007
Nationwide Financial 2003 - 2005
Skills
Series 7, Series 6, Series 63, Life Insurance, Insurance, Variable Life, Mutual Funds, Investments, Retirement Planning, Wealth Management, Pensions, 401k, Estate Planning, Executive Benefit..., Buy-sell Agreements, Health Insurance, Variable Annuities, Indexed Annuities, Wholesale, Strategic Financial..., Sales Management, Team Management, Territory...
Education
The American College 2012 — 2012
CLU, Chartered Life Underwriter
The American College 2012 — 2012
ChFC, Chartered Financial Consultant
Columbus State
Associate of Arts
Meeder Investment Management 2014 - Present
Capitas Financial 2012 - 2013
Nationwide Financial 2010 - 2012
Huntington National Bank 2009 - 2010
Citi 2005 - 2007
Nationwide Financial 2003 - 2005
Skills
Series 7, Series 6, Series 63, Life Insurance, Insurance, Variable Life, Mutual Funds, Investments, Retirement Planning, Wealth Management, Pensions, 401k, Estate Planning, Executive Benefit..., Buy-sell Agreements, Health Insurance, Variable Annuities, Indexed Annuities, Wholesale, Strategic Financial..., Sales Management, Team Management, Territory...
Education
The American College 2012 — 2012
CLU, Chartered Life Underwriter
The American College 2012 — 2012
ChFC, Chartered Financial Consultant
Columbus State
Associate of Arts
Dan Geiger's Capitas Financial Experience September 2006 - May 2010
Job Vice President at Glenn G. Geiger Company Inc.
Industry Insurance
Experience
Glenn G. Geiger Company Inc. June 2010 - Present
Capitas Financial September 2006 - May 2010
WorldTeach May 2006 - September 2006
TEFL International October 2004 - May 2006
ESPN June 2004 - October 2004
Skills
Executive Retirement..., Insurance, Employee Benefits, Portfolio Management, Mergers & Acquisitions, Retirement, Finance, Business Development, Retirement Planning, Investments, Life Insurance, Fixed Annuities, Financial Services, Term Life Insurance, Strategic Financial...
Education
Hamilton College
Bachelor of Arts (BA)
Glenn G. Geiger Company Inc. June 2010 - Present
Capitas Financial September 2006 - May 2010
WorldTeach May 2006 - September 2006
TEFL International October 2004 - May 2006
ESPN June 2004 - October 2004
Skills
Executive Retirement..., Insurance, Employee Benefits, Portfolio Management, Mergers & Acquisitions, Retirement, Finance, Business Development, Retirement Planning, Investments, Life Insurance, Fixed Annuities, Financial Services, Term Life Insurance, Strategic Financial...
Education
Hamilton College
Bachelor of Arts (BA)
Tewa Canterbury's Capitas Financial Experience March 2011 - May 2011
Job Leadership and Management Guru
Industry Management Consulting
Experience
Pacific San Diego Magazine August 2011 - Present
Uber Technologies December 2013 - June 2015
Cartel Marketing January 2012 - January 2013
Nine West Group August 2011 - December 2011
Bath & Body Works March 2010 - July 2011
Capitas Financial March 2011 - May 2011
National Network of Youth Ministries May 2010 - October 2010
United States Marine Corps January 2004 - November 2009
Skills
Leadership Development, Team Leadership, Marketing Communications, Product Marketing, Direct Marketing, Superior Client Service, Customer Service..., Sales Management, High-Impact Sales..., Engaging Public Speaker, Office Administration, Customer Retention, Military Logistics, Group Training, Property & Casualty..., Long Term Care Insurance, Event Planning, Customer Service, Leadership, Sales Operations, Social Media, Management, Social Networking, Sales Process, CRM, Training, Marketing, Sales, Advertising
Education
Asuza Pacific University 2013 — 2014
Bachelor of Applied Science (B.A.Sc.), Organizational Leadership
San Diego Mesa College 2011 — 2014
Associate's Degree, Communications
Aiea High School 1999 — 2003
Diploma, General Studies
Pacific San Diego Magazine August 2011 - Present
Uber Technologies December 2013 - June 2015
Cartel Marketing January 2012 - January 2013
Nine West Group August 2011 - December 2011
Bath & Body Works March 2010 - July 2011
Capitas Financial March 2011 - May 2011
National Network of Youth Ministries May 2010 - October 2010
United States Marine Corps January 2004 - November 2009
Skills
Leadership Development, Team Leadership, Marketing Communications, Product Marketing, Direct Marketing, Superior Client Service, Customer Service..., Sales Management, High-Impact Sales..., Engaging Public Speaker, Office Administration, Customer Retention, Military Logistics, Group Training, Property & Casualty..., Long Term Care Insurance, Event Planning, Customer Service, Leadership, Sales Operations, Social Media, Management, Social Networking, Sales Process, CRM, Training, Marketing, Sales, Advertising
Education
Asuza Pacific University 2013 — 2014
Bachelor of Applied Science (B.A.Sc.), Organizational Leadership
San Diego Mesa College 2011 — 2014
Associate's Degree, Communications
Aiea High School 1999 — 2003
Diploma, General Studies
Jason Luksa Jason Luksa's Capitas Financial Experience July 2005 - June 2006
Job Sales Field Instrumentation at Puffer Sweiven
Industry Oil & Energy
Experience
Puffer Sweiven 2013 - Present
Partnervest Financial Group, LLC 2011 - 2012
Pacer Financial January 2010 - July 2010
Meeder Financial May 2008 - October 2008
NEXT FINANCIAL GROUP June 2006 - September 2007
Capitas Financial July 2005 - June 2006
AIG VALIC March 2000 - December 2004
Morgan Stanley February 1999 - January 2000
Skills
Mutual Funds
Education
Baylor University 1994 — 1998
Bachelor of Arts (BA), Financial Planning
Baylor University
Finance and Financial Management Services
Puffer Sweiven 2013 - Present
Partnervest Financial Group, LLC 2011 - 2012
Pacer Financial January 2010 - July 2010
Meeder Financial May 2008 - October 2008
NEXT FINANCIAL GROUP June 2006 - September 2007
Capitas Financial July 2005 - June 2006
AIG VALIC March 2000 - December 2004
Morgan Stanley February 1999 - January 2000
Skills
Mutual Funds
Education
Baylor University 1994 — 1998
Bachelor of Arts (BA), Financial Planning
Baylor University
Finance and Financial Management Services
Adam Jewett, CFP®, CLU®, ChFC®, CRPC® Adam Jewett, CFP®, CLU®, ChFC®, CRPC®'s Capitas Financial Experience March 2013 - Present
Job Sales Vice President at Capitas Financial
Industry Insurance
Experience
Capitas Financial March 2013 - Present
Capitas Financial December 2009 - June 2013
John Hancock Life Insurance Company (U.S.A.) November 2008 - December 2009
Ameriprise Financial Services, Inc. January 2006 - November 2008
Skills
Financial Planning, Estate Planning, Insurance, Investment Advisory, Wealth Management, Retirement Planning, Strategic Financial...
Education
University of Hartford 2001 — 2005
Bachelor of Science, Economics and Finance
Capitas Financial March 2013 - Present
Capitas Financial December 2009 - June 2013
John Hancock Life Insurance Company (U.S.A.) November 2008 - December 2009
Ameriprise Financial Services, Inc. January 2006 - November 2008
Skills
Financial Planning, Estate Planning, Insurance, Investment Advisory, Wealth Management, Retirement Planning, Strategic Financial...
Education
University of Hartford 2001 — 2005
Bachelor of Science, Economics and Finance
Liz Ragland Sherman Liz Ragland Sherman's Capitas Financial Experience August 2009 - Present
Job Insurance and Financial Professional, Advanced Planning Specialist and Sales Vice President at Capitas Financial, LLC
Industry Insurance
Experience
Capitas Financial August 2009 - Present
The Hartford August 1998 - August 2009
Leezard & Company 1999 - 2009
Skills
Retirement, Insurance, Financial Planning, Annuities, Estate Planning, Retirement Planning, Long Term Care, Succession Planning, Wealth Management, Public Speaking, Insurance Planning, Wealth Transfer, Fixed Annuities, Strategic Financial..., New Business Development, Disability Insurance, Series 63, Wealth, Life Insurance, Employee Benefits, Long-term Care, Financial Planners, Health Insurance, Series 6, Term Life Insurance
Education
Lake Forest College 1993 — 1995
BA, English and History
Oakton Community College 1990 — 1995
AA, Liberal Arts
Capitas Financial August 2009 - Present
The Hartford August 1998 - August 2009
Leezard & Company 1999 - 2009
Skills
Retirement, Insurance, Financial Planning, Annuities, Estate Planning, Retirement Planning, Long Term Care, Succession Planning, Wealth Management, Public Speaking, Insurance Planning, Wealth Transfer, Fixed Annuities, Strategic Financial..., New Business Development, Disability Insurance, Series 63, Wealth, Life Insurance, Employee Benefits, Long-term Care, Financial Planners, Health Insurance, Series 6, Term Life Insurance
Education
Lake Forest College 1993 — 1995
BA, English and History
Oakton Community College 1990 — 1995
AA, Liberal Arts
Brenda Jewell Brenda Jewell's Capitas Financial Experience April 2012 - Present
Job Brokerage Account Manager at Capitas Financial
Industry Insurance
Experience
Capitas Financial April 2012 - Present
Hartford Life November 2000 - May 2012
Producers Group March 1999 - November 2000
Sagemark Consulting September 1993 - March 1999
Skills
Insurance, Fixed Annuities, Disability Insurance, Investments, Long-term Care, Term Life Insurance, Retirement, Long Term Care Insurance, Health Insurance, Retirement Planning, 401k, Wealth Management, Series 7, IRAs, Employee Benefits, Estate Planning, Financial Planners, Strategic Financial..., Asset Allocation
Education
Mesa College
Nassau Community College
Capitas Financial April 2012 - Present
Hartford Life November 2000 - May 2012
Producers Group March 1999 - November 2000
Sagemark Consulting September 1993 - March 1999
Skills
Insurance, Fixed Annuities, Disability Insurance, Investments, Long-term Care, Term Life Insurance, Retirement, Long Term Care Insurance, Health Insurance, Retirement Planning, 401k, Wealth Management, Series 7, IRAs, Employee Benefits, Estate Planning, Financial Planners, Strategic Financial..., Asset Allocation
Education
Mesa College
Nassau Community College
Roy Cranman's Capitas Financial Experience September 2011 - January 2014
Job Wealth Risk Manager at Wealth Risk Management & IDA
Industry Insurance
Experience
Wealth Risk Management & IDA January 2014 - Present
Capitas Financial September 2011 - January 2014
Highland Capital Brokerage August 2010 - September 2011
Hartford Life May 2007 - August 2010
Patrick, MacLeod & Cranman April 2005 - April 2007
Capital Creation & Protection, Inc. July 1993 - March 2005
Skills
Estate Planning, Insurance, Retirement, Succession Planning, Disability Insurance, Employee Benefits, Fixed Annuities, Retirement Planning, Life Insurance, Wealth Transfer, Long Term Care, Wealth Management, Business Planning, Financial Advisory, Long-term Care, Financial Planners, Strategic Financial..., Wealth, Financial Planning, FINRA, Financial Services
Education
University of Georgia - Terry College of Business 1973 — 1977
BBA, Risk Management & Insurance
The American College
CLU, ChFC, Risk Management, Insurance & Financial Services
Wealth Risk Management & IDA January 2014 - Present
Capitas Financial September 2011 - January 2014
Highland Capital Brokerage August 2010 - September 2011
Hartford Life May 2007 - August 2010
Patrick, MacLeod & Cranman April 2005 - April 2007
Capital Creation & Protection, Inc. July 1993 - March 2005
Skills
Estate Planning, Insurance, Retirement, Succession Planning, Disability Insurance, Employee Benefits, Fixed Annuities, Retirement Planning, Life Insurance, Wealth Transfer, Long Term Care, Wealth Management, Business Planning, Financial Advisory, Long-term Care, Financial Planners, Strategic Financial..., Wealth, Financial Planning, FINRA, Financial Services
Education
University of Georgia - Terry College of Business 1973 — 1977
BBA, Risk Management & Insurance
The American College
CLU, ChFC, Risk Management, Insurance & Financial Services
Jaie Locke's Capitas Financial Experience November 2009 - December 2011
Job Account Development Wholesaler at M3 Financial
Industry Insurance
Experience
M3 Financial January 2015 - Present
The LOCKE Group, LLC May 2014 - Present
Prudential Financial / Hartford Life January 2012 - April 2014
Capitas Financial November 2009 - December 2011
Lincoln Financial Distributors January 2008 - November 2009
LIME FINANCIAL LTD January 2004 - January 2008
OCEAN WEST FUNDING January 2002 - January 2004
PACIFIC LIFE INSURANCE January 2000 - January 2002
American Skandia January 1997 - March 2000
Skills
Insurance Planning..., Life & Health Insurance..., Territory..., Sales, Sales Management, Insurance Specialist, Client Development, Client Counseling, Insurance, Fixed Annuities, Lead Generation, Marketing, Mortgage Lending, Mutual Funds, Sales Operations, Sales Process, Series 7, Selling, Financial Planners, Strategy, Investments, Training, Life Insurance, Financial Planning
Education
Keene State College 1994 — 1997
Bachelor of Science, Graphic Design
Financial Planning Association of Houston
M3 Financial January 2015 - Present
The LOCKE Group, LLC May 2014 - Present
Prudential Financial / Hartford Life January 2012 - April 2014
Capitas Financial November 2009 - December 2011
Lincoln Financial Distributors January 2008 - November 2009
LIME FINANCIAL LTD January 2004 - January 2008
OCEAN WEST FUNDING January 2002 - January 2004
PACIFIC LIFE INSURANCE January 2000 - January 2002
American Skandia January 1997 - March 2000
Skills
Insurance Planning..., Life & Health Insurance..., Territory..., Sales, Sales Management, Insurance Specialist, Client Development, Client Counseling, Insurance, Fixed Annuities, Lead Generation, Marketing, Mortgage Lending, Mutual Funds, Sales Operations, Sales Process, Series 7, Selling, Financial Planners, Strategy, Investments, Training, Life Insurance, Financial Planning
Education
Keene State College 1994 — 1997
Bachelor of Science, Graphic Design
Financial Planning Association of Houston
Derek Alexander, CRPC® Derek Alexander, CRPC®'s Capitas Financial Experience August 2015 - Present
Job Sales Vice President at Capitas Financial
Industry Insurance
Experience
Capitas Financial August 2015 - Present
Allstate Financial Services, LLC January 2014 - Present
Trinity Planning Group May 2013 - January 2014
Protective Life March 2012 - April 2013
Hartford Life Insurance Company January 2006 - March 2012
CitiStreet Financial Services September 1995 - December 2005
Lincoln National Life Insurance April 1994 - September 1995
National Life Insurance Company April 1993 - April 1994
Capital Plus Financial Services, Inc January 1992 - April 1993
Skills
Life Insurance, Insurance, Fixed Annuities, Estate Planning, Investments, Retirement, Retirement Planning, Long-term Care, Employee Benefits, Wealth, Series 6, Financial Services, Customer Service, Series 63, Small Business, Series 7, Wealth Management, Finance, Securities, Investment Strategies, 401k, Disability Insurance, Term Life Insurance, Variable Annuities, Financial Planners, Long Term Care Insurance, Asset Allocation, Uniform Combined State..., 401k Rollovers, Sales Process, Health Insurance, IRAs, Mutual Funds, Financial Advisory, Underwriting, FINRA, Investment Advisory, Public Speaking, Positioning, Financial Planning
Education
College for Financial Planning 2001 — 2002
Chartered Retirement Planning Counselor, Chartered Retirement Planning Counselor
University of Missouri-Columbia 1983 — 1985
Political Science and Economics
Maple Woods Community College 1980 — 1983
Associate of Arts, Economics
Winnetonka High School 1977 — 1980
High School
Capitas Financial August 2015 - Present
Allstate Financial Services, LLC January 2014 - Present
Trinity Planning Group May 2013 - January 2014
Protective Life March 2012 - April 2013
Hartford Life Insurance Company January 2006 - March 2012
CitiStreet Financial Services September 1995 - December 2005
Lincoln National Life Insurance April 1994 - September 1995
National Life Insurance Company April 1993 - April 1994
Capital Plus Financial Services, Inc January 1992 - April 1993
Skills
Life Insurance, Insurance, Fixed Annuities, Estate Planning, Investments, Retirement, Retirement Planning, Long-term Care, Employee Benefits, Wealth, Series 6, Financial Services, Customer Service, Series 63, Small Business, Series 7, Wealth Management, Finance, Securities, Investment Strategies, 401k, Disability Insurance, Term Life Insurance, Variable Annuities, Financial Planners, Long Term Care Insurance, Asset Allocation, Uniform Combined State..., 401k Rollovers, Sales Process, Health Insurance, IRAs, Mutual Funds, Financial Advisory, Underwriting, FINRA, Investment Advisory, Public Speaking, Positioning, Financial Planning
Education
College for Financial Planning 2001 — 2002
Chartered Retirement Planning Counselor, Chartered Retirement Planning Counselor
University of Missouri-Columbia 1983 — 1985
Political Science and Economics
Maple Woods Community College 1980 — 1983
Associate of Arts, Economics
Winnetonka High School 1977 — 1980
High School
Kevin M. Lauer Kevin M. Lauer's Capitas Financial Experience September 1994 - Present
Job Vice President, Managing Partner at Capitas Financial
Industry Financial Services
Experience
Capitas Financial September 1994 - Present
Skills
Financial Services, Wealth Preservation..., Life Insurance, Long Term Care Insurance, Impaired Risk..., Wealth Accumulation..., Estate Planning, Business Planning, Risk Management, Succession Planning
Education
Auburn University 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Capitas Financial September 1994 - Present
Skills
Financial Services, Wealth Preservation..., Life Insurance, Long Term Care Insurance, Impaired Risk..., Wealth Accumulation..., Estate Planning, Business Planning, Risk Management, Succession Planning
Education
Auburn University 1988 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Tom Alexander Tom Alexander's Capitas Financial Experience September 2010 - Present
Job Sales Vice President at Capitas Financial
Industry Insurance
Experience
Capitas Financial September 2010 - Present
The Hartford November 2000 - September 2010
The Alexander Group, Inc. March 1990 - November 2000
Education
Ouachita Baptist University 1981 — 1985
Capitas Financial September 2010 - Present
The Hartford November 2000 - September 2010
The Alexander Group, Inc. March 1990 - November 2000
Education
Ouachita Baptist University 1981 — 1985
Bill Cosseboom, CFP, CLU Bill Cosseboom, CFP, CLU's Capitas Financial Experience February 2010 - November 2011
Job Regional Estate, Business, and Insurance Specialist for Morgan Stanley Wealth Management at TIME Financial
Industry Financial Services
Experience
TIME Financial November 2011 - Present
Capitas Financial February 2010 - November 2011
Hartford Life November 1999 - February 2010
Skills
Series 7, Estate Planning, Wealth Management, Insurance, Series 24, Long Term Care Insurance
Education
Southern California Institute 2008 — 2009
Laureate in Wealth Strategies
College for Financial Planning 1983 — 1987
CFP, Financial Planning
Tufts University 1973 — 1977
Bachelor's degree, Philosophy, English
Loomis-Chaffee 1969 — 1973
College Prep
TIME Financial November 2011 - Present
Capitas Financial February 2010 - November 2011
Hartford Life November 1999 - February 2010
Skills
Series 7, Estate Planning, Wealth Management, Insurance, Series 24, Long Term Care Insurance
Education
Southern California Institute 2008 — 2009
Laureate in Wealth Strategies
College for Financial Planning 1983 — 1987
CFP, Financial Planning
Tufts University 1973 — 1977
Bachelor's degree, Philosophy, English
Loomis-Chaffee 1969 — 1973
College Prep
Bill Bonk Bill Bonk's Capitas Financial Experience January 2003 - June 2015
Job Regional Director
Industry Financial Services
Experience
Bill Bonk Insurance Inc. A Producers Choice Network Partner June 2015 - Present
Producers Choice, Inc. 2003 - Present
Capitas Financial January 2003 - June 2015
The Smith Company December 2002 - June 2015
UBS (PaineWebber) September 2000 - January 2003
Skills
Insurance Planning, Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Insurance, Succession Planning, Retirement, Annuities, 401k, Investments, Securities, Asset Management, IRA's, Risk Management, Business Planning, Wealth Transfer, Strategic Planning, Financial Advisory, Asset Allocation, Financial Analysis, Investment Advisory, Customer Relations, Fixed Annuities, IRAs, Financial Planners, Mutual Funds, Wealth, Strategic Financial..., Customer Service, Series 7, Series 63, Portfolio Management, Disability Insurance, Life Insurance, Long-term Care, Series 6, Finance, Series 65, Term Life Insurance, Variable Annuities, Long Term Care Insurance
Education
Saint Lawrence University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Avon Old Farms 1992 — 1996
Bill Bonk Insurance Inc. A Producers Choice Network Partner June 2015 - Present
Producers Choice, Inc. 2003 - Present
Capitas Financial January 2003 - June 2015
The Smith Company December 2002 - June 2015
UBS (PaineWebber) September 2000 - January 2003
Skills
Insurance Planning, Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Insurance, Succession Planning, Retirement, Annuities, 401k, Investments, Securities, Asset Management, IRA's, Risk Management, Business Planning, Wealth Transfer, Strategic Planning, Financial Advisory, Asset Allocation, Financial Analysis, Investment Advisory, Customer Relations, Fixed Annuities, IRAs, Financial Planners, Mutual Funds, Wealth, Strategic Financial..., Customer Service, Series 7, Series 63, Portfolio Management, Disability Insurance, Life Insurance, Long-term Care, Series 6, Finance, Series 65, Term Life Insurance, Variable Annuities, Long Term Care Insurance
Education
Saint Lawrence University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Avon Old Farms 1992 — 1996
Danielle Rolfes, CLU, ChFC Danielle Rolfes, CLU, ChFC's Capitas Financial Experience May 2009 - June 2010
Job Wealth Management Consultant at Saybrus Partners
Industry Insurance
Experience
Saybrus Partners March 2013 - Present
Financial Answers for Care June 2010 - March 2013
Capitas Financial May 2009 - June 2010
U S Bancorp March 2000 - April 2009
Golden Rule Insurance March 1987 - March 2000
Skills
Public Speaking, Team Motivator, Sales Management, Retirement, Health, Insurance, Annuities, Long Term Care, Long-term Care, Fixed Annuities, Disability Insurance, Term Life Insurance, Financial Services, Management, Financial Advisory, Retirement Planning, Long Term Care Insurance, Sales, Small Business, Employee Benefits, Estate Planning, Investments, Life Insurance, Health Insurance, Brokers, Strategic Financial..., Series 63, Wealth
Education
University of Missouri-Saint Louis 2008 — 2008
BS, Certified Financial Planner
Indiana University Bloomington 1980 — 1985
Psychology and Journalism
Concordia Lutheran 1976 — 1980
high school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Saybrus Partners March 2013 - Present
Financial Answers for Care June 2010 - March 2013
Capitas Financial May 2009 - June 2010
U S Bancorp March 2000 - April 2009
Golden Rule Insurance March 1987 - March 2000
Skills
Public Speaking, Team Motivator, Sales Management, Retirement, Health, Insurance, Annuities, Long Term Care, Long-term Care, Fixed Annuities, Disability Insurance, Term Life Insurance, Financial Services, Management, Financial Advisory, Retirement Planning, Long Term Care Insurance, Sales, Small Business, Employee Benefits, Estate Planning, Investments, Life Insurance, Health Insurance, Brokers, Strategic Financial..., Series 63, Wealth
Education
University of Missouri-Saint Louis 2008 — 2008
BS, Certified Financial Planner
Indiana University Bloomington 1980 — 1985
Psychology and Journalism
Concordia Lutheran 1976 — 1980
high school diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Frank Myer Frank Myer's Capitas Financial Experience June 2004 - February 2011
Job Long Term Financial Planning Specialist North Texas
Industry Financial Services
Experience
Time Financial July 2011 - April 2015
Capitas Financial June 2004 - February 2011
AXA Advisors January 1989 - May 2004
Skills
Retirement Planning, Estate Planning, Wealth Management, Insurance, Financial Planning, Series 7, Retirement, Long Term Care, Finance, Restructuring, Asset Management, Wealth, Investments, Mutual Funds, Employee Benefits, IRAs, Strategic Financial..., Long-term Care, Risk Management, Financial Advisory, Small Business, Fixed Annuities, Life Insurance, Business Development, Financial Services, Leadership, Series 6, Financial Analysis, Series 63, Relationship Management, Financial Planners, High Net Worth..., Securities
Education
Temple University 1980 — 1982
MBA, Finance
Harding University 1976 — 1979
BS, Economics / Accounting
Time Financial July 2011 - April 2015
Capitas Financial June 2004 - February 2011
AXA Advisors January 1989 - May 2004
Skills
Retirement Planning, Estate Planning, Wealth Management, Insurance, Financial Planning, Series 7, Retirement, Long Term Care, Finance, Restructuring, Asset Management, Wealth, Investments, Mutual Funds, Employee Benefits, IRAs, Strategic Financial..., Long-term Care, Risk Management, Financial Advisory, Small Business, Fixed Annuities, Life Insurance, Business Development, Financial Services, Leadership, Series 6, Financial Analysis, Series 63, Relationship Management, Financial Planners, High Net Worth..., Securities
Education
Temple University 1980 — 1982
MBA, Finance
Harding University 1976 — 1979
BS, Economics / Accounting
Angie Buker Angie Buker's Capitas Financial Experience July 2012 - Present
Job Accounting Manager at Capitas Financial
Industry Financial Services
Experience
Capitas Financial July 2012 - Present
Kapstone Paper and Packaging Corporation 2008 - July 2012
Trio Development/LIV Realty 2005 - 2008
Skills
Budgets, Microsoft Excel, Financial Analysis, Forecasting, SAP, Financial Accounting, Strategic Planning, Team Building, Strategic Financial..., Accounts Receivable, Internal Controls, Analysis, Team Leadership, Insurance, Payroll, Accounting, General Ledger, Finance, Access, Process Improvement, Financial Statements, Account Reconciliation, Variance Analysis, Sales, Microsoft Word, Cost Accounting, Business Planning, Inventory Management, PeopleSoft, Accounts Payable, Sarbanes-Oxley Act, Purchasing, Financial Reporting, Fixed Assets, Great Plains Software, GAAP, Accruals, Employee Benefits, Auditing, Monthly Close, US GAAP, Year-end Close, Sarbanes-Oxley, JD Edwards, Monthly Closing, Internal Audit, Revenue Recognition, Fixed Asset Management, Depreciation, FRx
Education
Minnesota School of Business 2003 — 2005
A.A.S., Business
Capitas Financial July 2012 - Present
Kapstone Paper and Packaging Corporation 2008 - July 2012
Trio Development/LIV Realty 2005 - 2008
Skills
Budgets, Microsoft Excel, Financial Analysis, Forecasting, SAP, Financial Accounting, Strategic Planning, Team Building, Strategic Financial..., Accounts Receivable, Internal Controls, Analysis, Team Leadership, Insurance, Payroll, Accounting, General Ledger, Finance, Access, Process Improvement, Financial Statements, Account Reconciliation, Variance Analysis, Sales, Microsoft Word, Cost Accounting, Business Planning, Inventory Management, PeopleSoft, Accounts Payable, Sarbanes-Oxley Act, Purchasing, Financial Reporting, Fixed Assets, Great Plains Software, GAAP, Accruals, Employee Benefits, Auditing, Monthly Close, US GAAP, Year-end Close, Sarbanes-Oxley, JD Edwards, Monthly Closing, Internal Audit, Revenue Recognition, Fixed Asset Management, Depreciation, FRx
Education
Minnesota School of Business 2003 — 2005
A.A.S., Business
Rene Kemp's Capitas Financial Experience October 2006 - March 2007
Job Office Manager at Stubbs & Leone
Industry Law Practice
Experience
Stubbs & Leone August 2011 - Present
Randick O'Dea & Tooliatos July 2008 - June 2011
Mass Mutual Life Insurance Company August 2007 - February 2008
Capitas Financial October 2006 - March 2007
Galloway Lucheses Everson & Picchi December 2002 - April 2006
Education
University of Kentucky 1983 — 1987
BA, English, Spanish, Mathematics
Stubbs & Leone August 2011 - Present
Randick O'Dea & Tooliatos July 2008 - June 2011
Mass Mutual Life Insurance Company August 2007 - February 2008
Capitas Financial October 2006 - March 2007
Galloway Lucheses Everson & Picchi December 2002 - April 2006
Education
University of Kentucky 1983 — 1987
BA, English, Spanish, Mathematics
Jon Maurer Jon Maurer's Capitas Financial Experience May 2012 - May 2014
Job Client Success Advisor at Taxware
Industry Computer Software
Experience
Taxware June 2014 - Present
Capitas Financial May 2012 - May 2014
Young Life January 2010 - May 2014
Hot Head Hats September 2012 - January 2013
Sterling College June 2009 - August 2011
Asyst Communications Co., Inc. January 2007 - June 2009
Skills
Product Marketing, Entrepreneurship, Team Leadership, Marketing, Sales, Leadership, Social Media, Microsoft Office, Time Management, New Business Development, PowerPoint, Microsoft Excel, Public Speaking, Customer Service, Teamwork, Event Planning, Facebook, Microsoft Word
Education
Bethel University 2009 — 2013
Business, Entrepreneurship and Marketing
Taxware June 2014 - Present
Capitas Financial May 2012 - May 2014
Young Life January 2010 - May 2014
Hot Head Hats September 2012 - January 2013
Sterling College June 2009 - August 2011
Asyst Communications Co., Inc. January 2007 - June 2009
Skills
Product Marketing, Entrepreneurship, Team Leadership, Marketing, Sales, Leadership, Social Media, Microsoft Office, Time Management, New Business Development, PowerPoint, Microsoft Excel, Public Speaking, Customer Service, Teamwork, Event Planning, Facebook, Microsoft Word
Education
Bethel University 2009 — 2013
Business, Entrepreneurship and Marketing
George Ponticello, CLU George Ponticello, CLU's Capitas Financial Experience November 2008 - January 2013
Job Relationship Manager at CORE Group USA
Industry Financial Services
Experience
CORE Group USA May 2014 - Present
Insurance Designers of America March 2013 - May 2014
Capitas Financial November 2008 - January 2013
Hartford Life September 2004 - September 2008
AXA Advisors 2003 - 2004
AXA Advisors 2003 - 2004
Skills
Fixed Annuities, Series 6, Life Insurance, Long-term Care, Series 7, Retirement Planning, Disability Insurance, Series 63, Wealth Management, Retirement, Life & Health Insurance..., Estate Planning, Long Term Care Insurance, Financial Advisory, Insurance, Business Sucession..., Registered...
Education
Bowie State University 1981 — 1984
BS, Accounting and Finance
The American College
Chartered Life Underwriter
CORE Group USA May 2014 - Present
Insurance Designers of America March 2013 - May 2014
Capitas Financial November 2008 - January 2013
Hartford Life September 2004 - September 2008
AXA Advisors 2003 - 2004
AXA Advisors 2003 - 2004
Skills
Fixed Annuities, Series 6, Life Insurance, Long-term Care, Series 7, Retirement Planning, Disability Insurance, Series 63, Wealth Management, Retirement, Life & Health Insurance..., Estate Planning, Long Term Care Insurance, Financial Advisory, Insurance, Business Sucession..., Registered...
Education
Bowie State University 1981 — 1984
BS, Accounting and Finance
The American College
Chartered Life Underwriter
Peter Poggioli Peter Poggioli's Capitas Financial Experience October 2006 - Present
Job Sales Vice President at Capitas Financial
Industry Financial Services
Experience
Capitas Financial October 2006 - Present
New York Life Insurance Company September 1995 - September 2006
Federal Sales & Service August 1991 - September 1995
U.S. Army Intelligence & Security Command (INSCOM) January 1989 - August 1993
Skills
Business Continuity..., Estate Planning, Life Insurance, Long Term Care Insurance, Disability Insurance, Annuity Sales, Personal Financial...
Education
George Mason University 1986 — 1991
Bachelor's Degree, International Relations and Affairs
Capitas Financial October 2006 - Present
New York Life Insurance Company September 1995 - September 2006
Federal Sales & Service August 1991 - September 1995
U.S. Army Intelligence & Security Command (INSCOM) January 1989 - August 1993
Skills
Business Continuity..., Estate Planning, Life Insurance, Long Term Care Insurance, Disability Insurance, Annuity Sales, Personal Financial...
Education
George Mason University 1986 — 1991
Bachelor's Degree, International Relations and Affairs
Matthew Fitzpatrick, CLU® Matthew Fitzpatrick, CLU®'s Capitas Financial Experience March 2013 - September 2013
Job Senior Sales Coordinator at John Hancock Financial Services
Industry Financial Services
Experience
John Hancock Financial Services October 2013 - Present
Capitas Financial March 2013 - September 2013
Capitas Financial June 2010 - March 2013
Skills
Life Insurance, Sales, Marketing, Insurance, Salesforce.com, AgencyWorks, Disability Insurance, Retirement, Retirement Planning, Estate Planning, Series 63, Series 6, Microsoft Excel
Education
Stonehill College 2006 — 2010
Bachelor of Science (B.S.)
John Hancock Financial Services October 2013 - Present
Capitas Financial March 2013 - September 2013
Capitas Financial June 2010 - March 2013
Skills
Life Insurance, Sales, Marketing, Insurance, Salesforce.com, AgencyWorks, Disability Insurance, Retirement, Retirement Planning, Estate Planning, Series 63, Series 6, Microsoft Excel
Education
Stonehill College 2006 — 2010
Bachelor of Science (B.S.)
Cory Christman's Capitas Financial Experience October 2009 - Present
Job Sales Vice President
Industry Financial Services
Experience
Capitas Financial October 2009 - Present
AAAE Allianz June 2006 - August 2008
Minnesota Life September 1996 - May 2006
Advisor July 1995 - September 1996
Skills
Premium Financing, Succession Planning, Life Insurance, Annuities, Disabilty Insurance, Long Term Care Insurance, Insurance, Disability Insurance, Brokers, Fixed Annuities, Financial Advisory, Business Planning, Estate Planning, Retirement Planning, Health Insurance, Wealth, Long-term Care, Investments, Financial Services
Education
Eastern Michigan University
B.S., History and Social Science, Secondary Teaching Cert.
Florida Atlantic University
Capitas Financial October 2009 - Present
AAAE Allianz June 2006 - August 2008
Minnesota Life September 1996 - May 2006
Advisor July 1995 - September 1996
Skills
Premium Financing, Succession Planning, Life Insurance, Annuities, Disabilty Insurance, Long Term Care Insurance, Insurance, Disability Insurance, Brokers, Fixed Annuities, Financial Advisory, Business Planning, Estate Planning, Retirement Planning, Health Insurance, Wealth, Long-term Care, Investments, Financial Services
Education
Eastern Michigan University
B.S., History and Social Science, Secondary Teaching Cert.
Florida Atlantic University
Alan Welch Alan Welch's Capitas Financial Experience March 2011 - Present
Job Business Development Coordinator at Capitas Financial
Industry Wholesale
Experience
Capitas Financial March 2011 - Present
Hartford Life November 2006 - February 2011
Liberty National October 2001 - October 2006
East Limestome High School August 2000 - May 2001
Danville High School August 1998 - May 2000
Education
Athens State University 1995 — 1998
Capitas Financial March 2011 - Present
Hartford Life November 2006 - February 2011
Liberty National October 2001 - October 2006
East Limestome High School August 2000 - May 2001
Danville High School August 1998 - May 2000
Education
Athens State University 1995 — 1998
Alison Guessou Alison Guessou's Capitas Financial Experience July 2008 - October 2012
Job Project Manager at August Ash, Inc.
Industry Internet
Experience
August Ash, Inc. April 2014 - Present
August Ash, Inc. October 2012 - April 2014
Capitas Financial July 2008 - October 2012
By Your Side Wedding Planning May 2009 - 2009
The Record Newspaper December 2007 - May 2008
CSB/SJU Fine Arts Programming August 2005 - May 2008
Diversity Best Practices June 2007 - August 2007
Mutana Marketplace & Health Cafe 2004 - 2006
Skills
PowerPoint, Excel, Word, Microsoft Office, Outlook, Access, Photoshop, Retail, Customer Service, MS Project, Event Management, Event Planning, Social Media, Budgeting, Microsoft Word, Microsoft Excel, Budgets, Team Leadership, Project Planning, Analysis, Marketing
Education
Saint Mary's University of Minnesota 2010 — 2012
Masters, Project Management
College of St. Benedict 2004 — 2008
Bachelors, Business Administration
Saint John's University 2004 — 2008
Bachelors, Business Administration
Our Lady of Lourdes
August Ash, Inc. April 2014 - Present
August Ash, Inc. October 2012 - April 2014
Capitas Financial July 2008 - October 2012
By Your Side Wedding Planning May 2009 - 2009
The Record Newspaper December 2007 - May 2008
CSB/SJU Fine Arts Programming August 2005 - May 2008
Diversity Best Practices June 2007 - August 2007
Mutana Marketplace & Health Cafe 2004 - 2006
Skills
PowerPoint, Excel, Word, Microsoft Office, Outlook, Access, Photoshop, Retail, Customer Service, MS Project, Event Management, Event Planning, Social Media, Budgeting, Microsoft Word, Microsoft Excel, Budgets, Team Leadership, Project Planning, Analysis, Marketing
Education
Saint Mary's University of Minnesota 2010 — 2012
Masters, Project Management
College of St. Benedict 2004 — 2008
Bachelors, Business Administration
Saint John's University 2004 — 2008
Bachelors, Business Administration
Our Lady of Lourdes
George Grant, SVP George Grant, SVP's Capitas Financial Experience September 2009 - Present
Job Capitas Financial
Industry Financial Services
Experience
Capitas Financial September 2009 - Present
The Hartford Insurance Group 2008 - September 2009
TIAA-CREF Asset Management 2007 - 2008
Fidelity Investments 2005 - 2008
GE Capital 1999 - 2004
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Investments, Retirement, Financial Services, Financial Planning, Wealth Management, Insurance, Asset Allocation, Fixed Annuities, Securities
Education
California State University-Long Beach 1983 — 1986
BA, Economics
Capitas Financial September 2009 - Present
The Hartford Insurance Group 2008 - September 2009
TIAA-CREF Asset Management 2007 - 2008
Fidelity Investments 2005 - 2008
GE Capital 1999 - 2004
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Investments, Retirement, Financial Services, Financial Planning, Wealth Management, Insurance, Asset Allocation, Fixed Annuities, Securities
Education
California State University-Long Beach 1983 — 1986
BA, Economics
P. A. Corky Gillis, CLU's Capitas Financial Experience 2002 - August 2010
Job Director, Insured Solutions Consultant at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services July 2013 - Present
The Death Bond Conspiracy January 2009 - Present
Private Pilot 2003 - Present
Georgetown Tool and Manufacturing, Inc March 2002 - Present
Gillis Consulting January 1995 - Present
Gillis Strategic Planning January 2013 - July 2013
Mercury Financial Group August 2010 - January 2013
Capitas Financial 2002 - August 2010
CNA Insurance March 1992 - March 2003
Met Life Financial March 1987 - May 1992
Skills
Long-term Care, Wealth Management..., Financial Analysis, Retirement, Leadership, Financial Services, Strategic Planning, Fixed Annuities, Financial Advisory, Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Health Insurance, Wealth, Strategic Financial..., Life Insurance, Listening to customers, Estate Planning, Mutual Funds, Retirement Planning, Underwriting, Project Planning, Customer Service, Long Term Care Insurance, Team Building, Life Settlements, Wealth Management, Financial Planning, Alternative Investments
Education
Western Kentucky University 1975 — 1980
Bachelor of Arts (B.A.), Secondary Education and Teaching
Miami Dade College 1976 — 1977
Education
UBS Financial Services July 2013 - Present
The Death Bond Conspiracy January 2009 - Present
Private Pilot 2003 - Present
Georgetown Tool and Manufacturing, Inc March 2002 - Present
Gillis Consulting January 1995 - Present
Gillis Strategic Planning January 2013 - July 2013
Mercury Financial Group August 2010 - January 2013
Capitas Financial 2002 - August 2010
CNA Insurance March 1992 - March 2003
Met Life Financial March 1987 - May 1992
Skills
Long-term Care, Wealth Management..., Financial Analysis, Retirement, Leadership, Financial Services, Strategic Planning, Fixed Annuities, Financial Advisory, Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Health Insurance, Wealth, Strategic Financial..., Life Insurance, Listening to customers, Estate Planning, Mutual Funds, Retirement Planning, Underwriting, Project Planning, Customer Service, Long Term Care Insurance, Team Building, Life Settlements, Wealth Management, Financial Planning, Alternative Investments
Education
Western Kentucky University 1975 — 1980
Bachelor of Arts (B.A.), Secondary Education and Teaching
Miami Dade College 1976 — 1977
Education
Emily Lanuto Emily Lanuto's Capitas Financial Experience October 2005 - August 2011
Job National Account Director at John Hancock Life Insurance Company (U.S.A.)
Industry Insurance
Experience
John Hancock Life Insurance Company (U.S.A.) July 2011 - Present
Capitas Financial October 2005 - August 2011
Skills
Financial Services, Series 63, Life Insurance, Account Management, Insurance, Relationship Management, Financial Planning, Long-term Care, Investments, Sales
Education
Colgate University 2000 — 2004
International Relations
John Hancock Life Insurance Company (U.S.A.) July 2011 - Present
Capitas Financial October 2005 - August 2011
Skills
Financial Services, Series 63, Life Insurance, Account Management, Insurance, Relationship Management, Financial Planning, Long-term Care, Investments, Sales
Education
Colgate University 2000 — 2004
International Relations
Anne (Bush) Gustafson Anne (Bush) Gustafson's Capitas Financial Experience June 2008 - August 2011
Job Realtor at Edina Realty
Industry Real Estate
Experience
Edina Realty January 2014 - Present
Buhler August 2011 - December 2013
Capitas Financial June 2008 - August 2011
Duluth News Tribune May 2007 - August 2007
Duluth Budgeteer News May 2007 - August 2007
Skills
Marketing, Art, Layout, Graphic Design, Marketing Communications, Management, Microsoft Office, Trade Shows, Social Media, Event Planning, Microsoft Word, Email Marketing, Sales, Customer Service, Microsoft Excel
Education
College of Saint Benedict 2004 — 2008
BA, Communication
Edina Realty January 2014 - Present
Buhler August 2011 - December 2013
Capitas Financial June 2008 - August 2011
Duluth News Tribune May 2007 - August 2007
Duluth Budgeteer News May 2007 - August 2007
Skills
Marketing, Art, Layout, Graphic Design, Marketing Communications, Management, Microsoft Office, Trade Shows, Social Media, Event Planning, Microsoft Word, Email Marketing, Sales, Customer Service, Microsoft Excel
Education
College of Saint Benedict 2004 — 2008
BA, Communication
Whitney Borstad's Capitas Financial Experience December 2013 - March 2014
Job Marketing Assistant at Holiday Companies
Industry Marketing and Advertising
Experience
Holiday Companies July 2014 - Present
Twin Cities Orthopedics March 2014 - July 2014
Capitas Financial December 2013 - March 2014
Land O'Lakes October 2013 - December 2013
Capitas Financial July 2013 - October 2013
Southwest Marketing Advisory Center December 2012 - May 2013
Education
Southwest Minnesota State University 2010 — 2013
Bachelor of Science (B.S.), Marketing
Holiday Companies July 2014 - Present
Twin Cities Orthopedics March 2014 - July 2014
Capitas Financial December 2013 - March 2014
Land O'Lakes October 2013 - December 2013
Capitas Financial July 2013 - October 2013
Southwest Marketing Advisory Center December 2012 - May 2013
Education
Southwest Minnesota State University 2010 — 2013
Bachelor of Science (B.S.), Marketing
Ryan Bonacci, CLU, ChFC's Capitas Financial Experience April 2014 - Present
Job Sales Vice President at Capitas Financial
Industry Insurance
Experience
Capitas Financial April 2014 - Present
Crescent Wealth Management November 2011 - April 2014
John Hancock November 2001 - October 2011
Skills
Insurance, Sales, Wealth Management, Series 6, Marketing, Series 63, Financial Services, Investments, Retirement, Disability Insurance, Retirement Planning, Mutual Funds, Project Planning, Life Insurance
Education
Georgia Southern University 1996 — 2000
Business, Banking and Finance
Capitas Financial April 2014 - Present
Crescent Wealth Management November 2011 - April 2014
John Hancock November 2001 - October 2011
Skills
Insurance, Sales, Wealth Management, Series 6, Marketing, Series 63, Financial Services, Investments, Retirement, Disability Insurance, Retirement Planning, Mutual Funds, Project Planning, Life Insurance
Education
Georgia Southern University 1996 — 2000
Business, Banking and Finance
Linda Jahnke Linda Jahnke's Capitas Financial Experience November 2010 - October 2013
Job Company Owner at Jahnke Consulting and Long Term Care Alliance
Industry Insurance
Experience
Jahnke Consulting and Long Term Care Alliance September 2013 - Present
Jahnke Insurance Services May 1987 - Present
Capitas Financial November 2010 - October 2013
Punta Gorda, Belize, Central America June 2005 - March 2007
Skills
Insurance, Long Term Care Insurance, Consulting, Insurance Brokerage, Independent Contractors, Marketing Strategy, Situational Leadership, Teacher Mentoring, Volunteering, Youth Mentoring, Organizational..., Collaborative Problem..., Proactive self-starter, Entrepreneurship, Long-term Care
Education
Professional Patient Advocate Institute 2013 — 2013
Completion of Patient Advocate Certificate Training Program
University of Iowa 1982 — 1986
BS Recreation Therapy, Emphasis on Developmentally Disabled
Jahnke Consulting and Long Term Care Alliance September 2013 - Present
Jahnke Insurance Services May 1987 - Present
Capitas Financial November 2010 - October 2013
Punta Gorda, Belize, Central America June 2005 - March 2007
Skills
Insurance, Long Term Care Insurance, Consulting, Insurance Brokerage, Independent Contractors, Marketing Strategy, Situational Leadership, Teacher Mentoring, Volunteering, Youth Mentoring, Organizational..., Collaborative Problem..., Proactive self-starter, Entrepreneurship, Long-term Care
Education
Professional Patient Advocate Institute 2013 — 2013
Completion of Patient Advocate Certificate Training Program
University of Iowa 1982 — 1986
BS Recreation Therapy, Emphasis on Developmentally Disabled
Tatiana Mihaescu's Capitas Financial Experience February 2013 - June 2015
Job Mortgage Professional at Kaye Financial Corporation
Industry Textiles
Experience
Kaye Financial Corporation June 2015 - Present
Capitas Financial February 2013 - June 2015
Comprehensive Planning 2010 - 2012
Senior Lending Network February 2007 - January 2009
New Century Mortgage March 2004 - January 2007
First Liberty Financial March 2001 - March 2004
Skills
Recruiting, Cold Calling, CRM, New Business Development, Sales, Marketing Strategy, Program Management, Vendor Management, Insurance, Sales Process, Mortgage Lending, Employee Benefits, Performance Management, Finance, Talent Management, Team Building, Sales Operations, Leadership, Customer Service, Training, Management, Account Management, Salesforce.com, Sales Management, Business Development, Loans
Education
Oakland Community College
Kaye Financial Corporation June 2015 - Present
Capitas Financial February 2013 - June 2015
Comprehensive Planning 2010 - 2012
Senior Lending Network February 2007 - January 2009
New Century Mortgage March 2004 - January 2007
First Liberty Financial March 2001 - March 2004
Skills
Recruiting, Cold Calling, CRM, New Business Development, Sales, Marketing Strategy, Program Management, Vendor Management, Insurance, Sales Process, Mortgage Lending, Employee Benefits, Performance Management, Finance, Talent Management, Team Building, Sales Operations, Leadership, Customer Service, Training, Management, Account Management, Salesforce.com, Sales Management, Business Development, Loans
Education
Oakland Community College
Suzy McAfee, FLMI, FALU's Capitas Financial Experience August 2006 - Present
Job Case Manager, Capitas Financial LLC
Industry Insurance
Experience
Capitas Financial August 2006 - Present
Indianapolis Financial Group April 2001 - August 2006
Skills
Life Insurance, Disability Insurance, Retirement, Long-term Care, Fixed Annuities, Term Life Insurance
Education
Butler University 1990 — 1993
B.A. Liberal Arts, English Major, Spanish Minor, also attended Jordan College of Fine Arts in 1990 and 1991
Capitas Financial August 2006 - Present
Indianapolis Financial Group April 2001 - August 2006
Skills
Life Insurance, Disability Insurance, Retirement, Long-term Care, Fixed Annuities, Term Life Insurance
Education
Butler University 1990 — 1993
B.A. Liberal Arts, English Major, Spanish Minor, also attended Jordan College of Fine Arts in 1990 and 1991
Jared Hehn Jared Hehn's Capitas Financial Experience April 2012 - June 2012
Job Human Resources Generalist at Polaris Industries
Industry Human Resources
Experience
Polaris Industries June 2014 - Present
Polaris Industries July 2013 - June 2014
NutriGreen LawnCare April 2012 - June 2013
Bethel Business and Economics Association August 2012 - May 2013
Capitas Financial April 2012 - June 2012
N2 Publishing February 2012 - May 2012
Gander Mountain June 2008 - July 2011
Skills
Leadership, Recruiting, Networking, Teamwork, Human Resources, Customer Service, Marketing, Training, Time Management, Sales, Event Planning, Team Leadership, Project Planning, Leadership Development, Employee Relations, Organizational..., Microsoft Excel, Account Management, Product Marketing, Onboarding, Interviews, Payroll, Sales Operations, Accounting, Marketing Strategy, Microsoft Office, Fundraising, Customer Satisfaction, Sales Management, Salesforce.com, Management, Advertising, Public Speaking, Social Networking, Coaching, Talent Acquisition, PowerPoint, Passion for Helping..., Applicant Tracking...
Education
Bethel University 2009 — 2013
B.A, Business- Finance and Human Resource Management
Maple Grove Senior High 2006 — 2009
Polaris Industries June 2014 - Present
Polaris Industries July 2013 - June 2014
NutriGreen LawnCare April 2012 - June 2013
Bethel Business and Economics Association August 2012 - May 2013
Capitas Financial April 2012 - June 2012
N2 Publishing February 2012 - May 2012
Gander Mountain June 2008 - July 2011
Skills
Leadership, Recruiting, Networking, Teamwork, Human Resources, Customer Service, Marketing, Training, Time Management, Sales, Event Planning, Team Leadership, Project Planning, Leadership Development, Employee Relations, Organizational..., Microsoft Excel, Account Management, Product Marketing, Onboarding, Interviews, Payroll, Sales Operations, Accounting, Marketing Strategy, Microsoft Office, Fundraising, Customer Satisfaction, Sales Management, Salesforce.com, Management, Advertising, Public Speaking, Social Networking, Coaching, Talent Acquisition, PowerPoint, Passion for Helping..., Applicant Tracking...
Education
Bethel University 2009 — 2013
B.A, Business- Finance and Human Resource Management
Maple Grove Senior High 2006 — 2009
Grant Shomer's Capitas Financial Experience March 2012 - Present
Job Financial & Sales Consulting Leader / Business Development
Industry Financial Services
Experience
Capitas Financial March 2012 - Present
Northwestern Mutual February 2011 - March 2012
State Farm Insurance February 2009 - February 2011
Logan Lavelle Hunt August 2004 - September 2008
United Mortgage Lenders, Inc. December 2001 - September 2004
Genscape May 2000 - November 2001
BTU Brokers August 1999 - May 2000
ICAP - APB Energy September 1997 - August 1999
Skills
Strategic Planning, Negotiation, Account Management, Problem Solving, Risk Management, Insurance, Consultative Selling, Public Speaking, Selling, Sales, Team Building, Cold Calling, Sales Management, Marketing, Customer Retention, Pricing, Finance, Time Management, New Business Development, Wealth Management, Estate Planning, Life Insurance
Education
University of Kentucky 1990 — 1994
Bachelor of Science, Communication
Capitas Financial March 2012 - Present
Northwestern Mutual February 2011 - March 2012
State Farm Insurance February 2009 - February 2011
Logan Lavelle Hunt August 2004 - September 2008
United Mortgage Lenders, Inc. December 2001 - September 2004
Genscape May 2000 - November 2001
BTU Brokers August 1999 - May 2000
ICAP - APB Energy September 1997 - August 1999
Skills
Strategic Planning, Negotiation, Account Management, Problem Solving, Risk Management, Insurance, Consultative Selling, Public Speaking, Selling, Sales, Team Building, Cold Calling, Sales Management, Marketing, Customer Retention, Pricing, Finance, Time Management, New Business Development, Wealth Management, Estate Planning, Life Insurance
Education
University of Kentucky 1990 — 1994
Bachelor of Science, Communication
Nick Estey's Capitas Financial Experience January 2014 - Present
Job Internal Analyst at Capitas Financial
Industry Financial Services
Experience
Capitas Financial January 2014 - Present
Brebeuf Jesuit Preparatory School September 2012 - Present
American Funds September 2011 - December 2013
HSE-Fishers High School September 2010 - September 2012
United States Marshal Service January 2011 - May 2011
Carmel Girls Lacrosse October 2008 - August 2010
Skills
Marketing, Portfolio Management, Coaching, Microsoft Office, Mutual Funds, Retirement Plan..., Leadership, Salesforce.com, Strategic Consulting, Budgets, Financial Advisory, New Business Development, CRM, Planning Budgeting &..., PowerPoint, Customer Service, Microsoft Excel, Public Speaking
Education
Butler University 2008 — 2011
B.A, Pre-Law; Criminology
Saint Bonaventure University 2007 — 2008
Finance and Financial Management Services
Capitas Financial January 2014 - Present
Brebeuf Jesuit Preparatory School September 2012 - Present
American Funds September 2011 - December 2013
HSE-Fishers High School September 2010 - September 2012
United States Marshal Service January 2011 - May 2011
Carmel Girls Lacrosse October 2008 - August 2010
Skills
Marketing, Portfolio Management, Coaching, Microsoft Office, Mutual Funds, Retirement Plan..., Leadership, Salesforce.com, Strategic Consulting, Budgets, Financial Advisory, New Business Development, CRM, Planning Budgeting &..., PowerPoint, Customer Service, Microsoft Excel, Public Speaking
Education
Butler University 2008 — 2011
B.A, Pre-Law; Criminology
Saint Bonaventure University 2007 — 2008
Finance and Financial Management Services
Rachele Hartmann's Capitas Financial Experience June 2014 - December 2014
Job Associate Product Analyst at UnitedHealth Group
Industry Insurance
Experience
UnitedHealth Group January 2015 - Present
Rachele`s Pet Sitting July 2014 - Present
Capitas Financial June 2014 - December 2014
Division of Hematology, Oncology, and Transplantation - University of Minnesota October 2012 - May 2014
University of Minnesota Foundation September 2011 - September 2012
Skills
Customer Service, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Administrative..., Data Analysis, Data Entry, Spanish, Time Management, Community Outreach, Research, Higher Education, Event Planning, Critical Thinking, Insurance, Microsoft Office, Public Speaking
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor's Degree, Economics
Grayslake North High School 2006 — 2010
Grayslake Middle School 2004 — 2006
UnitedHealth Group January 2015 - Present
Rachele`s Pet Sitting July 2014 - Present
Capitas Financial June 2014 - December 2014
Division of Hematology, Oncology, and Transplantation - University of Minnesota October 2012 - May 2014
University of Minnesota Foundation September 2011 - September 2012
Skills
Customer Service, Microsoft Word, Microsoft Excel, Outlook, PowerPoint, Administrative..., Data Analysis, Data Entry, Spanish, Time Management, Community Outreach, Research, Higher Education, Event Planning, Critical Thinking, Insurance, Microsoft Office, Public Speaking
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor's Degree, Economics
Grayslake North High School 2006 — 2010
Grayslake Middle School 2004 — 2006
Heather A Baughman Heather A Baughman's Capitas Financial Experience June 2004 - Present
Job Registered Representative at Lincoln Financial Securities Corp., Member SIPC
Industry Financial Services
Experience
Capitas Financial June 2004 - Present
Advisors Financial Group, Inc March 2004 - Present
Lincoln Financial Securities Corp., Member SIPC March 2004 - Present
Education
University of Houston 1978 — 1981
Bachelor of Fine Arts (B.A.), Graphic Communications
Capitas Financial June 2004 - Present
Advisors Financial Group, Inc March 2004 - Present
Lincoln Financial Securities Corp., Member SIPC March 2004 - Present
Education
University of Houston 1978 — 1981
Bachelor of Fine Arts (B.A.), Graphic Communications
Jason Borek's Capitas Financial Experience January 2009 - Present
Job Vice President of Independent Sales at Capitas Financial
Industry Insurance
Experience
Capitas Financial January 2009 - Present
Capitas Financial 2008 - 2009
New York Life June 2006 - December 2008
Education
Temple University
Capitas Financial January 2009 - Present
Capitas Financial 2008 - 2009
New York Life June 2006 - December 2008
Education
Temple University
Sean Coughlin's Capitas Financial Experience July 2004 - July 2005
Job Regional Vice Presdident at The Prudential Insurance Company of America
Industry Insurance
Experience
The Prudential Life Insurance Company of America January 2013 - Present
The Hartford July 2005 - January 2013
Capitas Financial July 2004 - July 2005
AIG September 2000 - July 2004
Education
The American College 2005 — 2006
CLU, Chartered Life Underwriter
The American College 2005 — 2006
ChFC, Chartered Financial Consultant
The American College 2003 — 2005
CFP(r), Certified Financial Planner
Arizona State University 1992 — 1996
The Prudential Life Insurance Company of America January 2013 - Present
The Hartford July 2005 - January 2013
Capitas Financial July 2004 - July 2005
AIG September 2000 - July 2004
Education
The American College 2005 — 2006
CLU, Chartered Life Underwriter
The American College 2005 — 2006
ChFC, Chartered Financial Consultant
The American College 2003 — 2005
CFP(r), Certified Financial Planner
Arizona State University 1992 — 1996
Jack Peters's Capitas Financial Experience December 2002 - Present
Job Senior Vice President / Investment Advisor Representative at Horter Investment Management, LLC
Industry Investment Management
Experience
Horter Investment Management, LLC December 2012 - Present
Capitas Financial December 2002 - Present
Skills
Financial Advisory, Retirement Planning, Wealth Management, Investments, Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Insurance, Retirement, Estate Planning, Term Life Insurance, Strategic Financial..., Long Term Care Insurance, Wealth, 401k, Financial Planners, Financial Services, Asset Management, Sales, Wealth Management..., Investment Management, Series 7, IRAs
Education
Marquette University
Horter Investment Management, LLC December 2012 - Present
Capitas Financial December 2002 - Present
Skills
Financial Advisory, Retirement Planning, Wealth Management, Investments, Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Insurance, Retirement, Estate Planning, Term Life Insurance, Strategic Financial..., Long Term Care Insurance, Wealth, 401k, Financial Planners, Financial Services, Asset Management, Sales, Wealth Management..., Investment Management, Series 7, IRAs
Education
Marquette University
Jodee Deutsch's Capitas Financial Experience December 2011 - December 2012
Job Financial Services Industry Professional
Industry Financial Services
Experience
AIG Advisor Group January 2013 - January 2015
Capitas Financial December 2011 - December 2012
Aviva October 2009 - November 2011
Aviva January 2008 - October 2009
Edward Jones December 2005 - December 2007
The Hartford June 2000 - November 2005
The Hartford May 1996 - June 2000
Skills
Account Management, Insurance Operations, Insurance Brokerage, Product Marketing, Management, Project Management, Life Insurance, Wealth Management, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Insurance, Retirement, Sales, New Business Development, Long-term Care, Marketing, Retirement Planning, Employee Benefits, Risk Management, Series 63, Series 7, Health Insurance, Investments, Strategic Financial..., Mutual Funds, Underwriting, Financial Services, Relationship Management, Securities, Financial Advisory, Financial Analysis, 401k, Series 6, Finance, Asset Allocation, Asset Management, Investment Advisory, Financial Planners, Estate Planning, Portfolio Management, Wealth, Financial Risk, Investment Management
Education
University of Cincinnati College of Business 1998 — 2000
MBA, Management & International Business
The Ohio State University - The Max M. Fisher College of Business 1989 — 1993
Bachelor of Science, Business Administration, Business Economics
AIG Advisor Group January 2013 - January 2015
Capitas Financial December 2011 - December 2012
Aviva October 2009 - November 2011
Aviva January 2008 - October 2009
Edward Jones December 2005 - December 2007
The Hartford June 2000 - November 2005
The Hartford May 1996 - June 2000
Skills
Account Management, Insurance Operations, Insurance Brokerage, Product Marketing, Management, Project Management, Life Insurance, Wealth Management, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Insurance, Retirement, Sales, New Business Development, Long-term Care, Marketing, Retirement Planning, Employee Benefits, Risk Management, Series 63, Series 7, Health Insurance, Investments, Strategic Financial..., Mutual Funds, Underwriting, Financial Services, Relationship Management, Securities, Financial Advisory, Financial Analysis, 401k, Series 6, Finance, Asset Allocation, Asset Management, Investment Advisory, Financial Planners, Estate Planning, Portfolio Management, Wealth, Financial Risk, Investment Management
Education
University of Cincinnati College of Business 1998 — 2000
MBA, Management & International Business
The Ohio State University - The Max M. Fisher College of Business 1989 — 1993
Bachelor of Science, Business Administration, Business Economics
Tonia Cronin's Capitas Financial Experience 2008 - 2012
Job Program Manager, Michigan Cyber Civilian Corps (MiC3) at Merit Network Inc.
Industry Nonprofit Organization Management
Experience
Merit Network June 2014 - Present
Merit Network June 2014 - Present
Comprehensive Planning, Inc. 2012 - May 2014
Capitas Financial 2008 - 2012
M & O Marketing 2002 - 2008
Oakwood Healthcare 1999 - 2002
Skills
Cyber Defense, Cyber-security, Cyber, Cyber Operations, Business Development, New Business Development, Retirement Planning, Long-term Care, Business Strategy, Fixed Annuities, Disability Insurance, Financial Planners, Retirement, Life Insurance, Wealth Management, Estate Planning, Insurance, Strategic Financial..., Computer Security, Computer Network..., Collaboration, Market Research, Program Management, Strategy, Security, Strategic Planning, Training
Education
University of Michigan 1994 — 1999
Bachelor of Applied Science (B.A.Sc.), Biology/Biological Sciences, General
Merit Network June 2014 - Present
Merit Network June 2014 - Present
Comprehensive Planning, Inc. 2012 - May 2014
Capitas Financial 2008 - 2012
M & O Marketing 2002 - 2008
Oakwood Healthcare 1999 - 2002
Skills
Cyber Defense, Cyber-security, Cyber, Cyber Operations, Business Development, New Business Development, Retirement Planning, Long-term Care, Business Strategy, Fixed Annuities, Disability Insurance, Financial Planners, Retirement, Life Insurance, Wealth Management, Estate Planning, Insurance, Strategic Financial..., Computer Security, Computer Network..., Collaboration, Market Research, Program Management, Strategy, Security, Strategic Planning, Training
Education
University of Michigan 1994 — 1999
Bachelor of Applied Science (B.A.Sc.), Biology/Biological Sciences, General
Michael Wegener's Capitas Financial Experience July 1999 - September 2010
Job First Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors October 2010 - Present
Capitas Financial July 1999 - September 2010
Skills
Retirement, Mutual Funds, Series 63, Financial Advisory, Securities, Asset Allocation, 401k, Investment Advisory, Series 6, Asset Management, Term Life Insurance, Wealth
Education
Wayne State University 1984 — 1988
MBA
Michigan State University 1978 — 1980
B.A., Accounting
Wells Fargo Advisors October 2010 - Present
Capitas Financial July 1999 - September 2010
Skills
Retirement, Mutual Funds, Series 63, Financial Advisory, Securities, Asset Allocation, 401k, Investment Advisory, Series 6, Asset Management, Term Life Insurance, Wealth
Education
Wayne State University 1984 — 1988
MBA
Michigan State University 1978 — 1980
B.A., Accounting
Andrew VanDerslice's Capitas Financial Experience August 2015 - Present
Job Senior SVP Private Wealth Insured Solutions at Capitas Financial
Industry Financial Services
Experience
Capitas Financial August 2015 - Present
UBS Financial Services June 2013 - Present
VMG Insurance Group January 2010 - May 2013
Bank of America July 2007 - March 2010
Liberty Mutual February 2003 - July 2007
AXA Equitable 1999 - 2002
New York Advisory Group 1990 - 1998
Skills
Series 7, Estate Planning, Multi-generational..., Series 24, Series 65, Series 63, Life Insurance, Disability Insurance, Long-term Care, Wealth Preservation..., Retirement Planning, Business Continuity...
Education
Regis University 1986 — 1990
Bachelor's degree, Communication, General
Capitas Financial August 2015 - Present
UBS Financial Services June 2013 - Present
VMG Insurance Group January 2010 - May 2013
Bank of America July 2007 - March 2010
Liberty Mutual February 2003 - July 2007
AXA Equitable 1999 - 2002
New York Advisory Group 1990 - 1998
Skills
Series 7, Estate Planning, Multi-generational..., Series 24, Series 65, Series 63, Life Insurance, Disability Insurance, Long-term Care, Wealth Preservation..., Retirement Planning, Business Continuity...
Education
Regis University 1986 — 1990
Bachelor's degree, Communication, General
Ron Justin's Capitas Financial Experience May 2013 - Present
Job Estate planning consultant
Industry Financial Services
Experience
Capitas Financial May 2013 - Present
ACN February 2013 - Present
Law Offices of Ronald Justin June 2005 - May 2013
Skills
Criminal Defense, Litigation, Courts, Family Law, Legal Research, Criminal Law, Legal Writing, Personal Injury, Corporate Law, Civil Litigation, Estate Planning, Appeals, Wills, Mediation, Trial Practice, Personal Injury..., Insurance, Foreclosures, Entrepreneurship, Direct Sales, Customer Retention
Education
Thomas M. Cooley Law School 2001 — 2004
JD, law
Northern Michigan University 1996 — 2000
bs, psychology
H.H. Dow High
Capitas Financial May 2013 - Present
ACN February 2013 - Present
Law Offices of Ronald Justin June 2005 - May 2013
Skills
Criminal Defense, Litigation, Courts, Family Law, Legal Research, Criminal Law, Legal Writing, Personal Injury, Corporate Law, Civil Litigation, Estate Planning, Appeals, Wills, Mediation, Trial Practice, Personal Injury..., Insurance, Foreclosures, Entrepreneurship, Direct Sales, Customer Retention
Education
Thomas M. Cooley Law School 2001 — 2004
JD, law
Northern Michigan University 1996 — 2000
bs, psychology
H.H. Dow High
Christy Brown, CFP®'s Capitas Financial Experience May 2013 - Present
Job Vice President, National Accounts at Capitas Financial
Industry Financial Services
Experience
Capitas Financial May 2013 - Present
Verde Wealth Group, LLC August 2010 - March 2013
Wealth Development Strategies, LP April 2006 - July 2010
Skills
Holistic Financial..., Relationship Management, Strategy, Superior written &..., Investment Strategies, Risk Management, Life Insurance, Estate Planning
Education
Rice University 2008 — 2009
Certified Financial Planner program
IAE FRANCE - Écoles Universitaires de Management 2000 — 2000
Business Administration
Oklahoma State University 1994 — 1999
B.S. & B.A., Business Administration and French (German minor)
Capitas Financial May 2013 - Present
Verde Wealth Group, LLC August 2010 - March 2013
Wealth Development Strategies, LP April 2006 - July 2010
Skills
Holistic Financial..., Relationship Management, Strategy, Superior written &..., Investment Strategies, Risk Management, Life Insurance, Estate Planning
Education
Rice University 2008 — 2009
Certified Financial Planner program
IAE FRANCE - Écoles Universitaires de Management 2000 — 2000
Business Administration
Oklahoma State University 1994 — 1999
B.S. & B.A., Business Administration and French (German minor)
James Eddy's Capitas Financial Experience 2005 - Present
Job DirectorBrokerage PSF/Capitas
Industry Insurance
Experience
Lincoln Investment Planning June 2012 - Present
Pacific Southwest Financial 2005 - Present
Capitas Financial 2005 - Present
Capital Analysts, Inc May 2007 - June 2012
Skills
Life Insurance, Insurance, Long-term Care, Investments, Retirement Planning, Term Life Insurance, Estate Planning, Long Term Care Insurance, Disability Insurance, Retirement, Financial Planners, Employee Benefits, Strategic Financial..., IRAs, 401k, Series 7, Wealth Management, Mutual Funds
Education
UCLA Extension 2010 — 2010
Certificate, Personal Financial Planning, Financial Advisory
University of Nevada-Las Vegas 2000 — 2002
BS, Hotel Administration
Lincoln Investment Planning June 2012 - Present
Pacific Southwest Financial 2005 - Present
Capitas Financial 2005 - Present
Capital Analysts, Inc May 2007 - June 2012
Skills
Life Insurance, Insurance, Long-term Care, Investments, Retirement Planning, Term Life Insurance, Estate Planning, Long Term Care Insurance, Disability Insurance, Retirement, Financial Planners, Employee Benefits, Strategic Financial..., IRAs, 401k, Series 7, Wealth Management, Mutual Funds
Education
UCLA Extension 2010 — 2010
Certificate, Personal Financial Planning, Financial Advisory
University of Nevada-Las Vegas 2000 — 2002
BS, Hotel Administration
Ray Digby's Capitas Financial Experience April 1999 - November 2003
Job Managing Director, AmCan Financal
Industry Financial Services
Experience
AmCan Financial November 2003 - Present
AHOU: Association of Home Office Underwriters 2007 - Present
Livonia Industrial Council 2014 - 2015
Livonia Industrial Council 2014 - 2015
Partnership for Philanthropic Planning 2012 - 2015
Partnership for Philanthropic Planning 2012 - 2015
CALU 2004 - 2015
Capitas Financial April 1999 - November 2003
Bank of Nova Scotia May 1988 - December 1992
Prudential Assurance August 1983 - August 1984
Skills
Retirement Planning, Disability Insurance, Life Insurance, Insurance, Retirement, Strategic Financial..., Estate Planning, Financial Services, Wealth Management, Long-term Care, Wealth, Fixed Annuities, Mutual Funds, Finance, Underwriting, Planned Giving, Tax, Wealth Management..., Investments, High Net Worth..., Charities, Financial Advisory, Pensions, Financial Planners, Asset Management, Term Life Insurance, Financial Planning, Portfolio Management
Education
The University of Western Ontario - Richard Ivey School of Business 1986 — 1988
MBA, International Studies
Society of Actuaries 1979 — 1986
Completed Associateship exams, Actuarial Science
University of Waterloo 1978 — 1983
B.Math, Actuarial Science and Economics
Bramalea Secondary 1974 — 1978
High School Graduation, Mathematics, Sciences and Languages, 13
Leadership Detroit
Leadership Detroit
AmCan Financial November 2003 - Present
AHOU: Association of Home Office Underwriters 2007 - Present
Livonia Industrial Council 2014 - 2015
Livonia Industrial Council 2014 - 2015
Partnership for Philanthropic Planning 2012 - 2015
Partnership for Philanthropic Planning 2012 - 2015
CALU 2004 - 2015
Capitas Financial April 1999 - November 2003
Bank of Nova Scotia May 1988 - December 1992
Prudential Assurance August 1983 - August 1984
Skills
Retirement Planning, Disability Insurance, Life Insurance, Insurance, Retirement, Strategic Financial..., Estate Planning, Financial Services, Wealth Management, Long-term Care, Wealth, Fixed Annuities, Mutual Funds, Finance, Underwriting, Planned Giving, Tax, Wealth Management..., Investments, High Net Worth..., Charities, Financial Advisory, Pensions, Financial Planners, Asset Management, Term Life Insurance, Financial Planning, Portfolio Management
Education
The University of Western Ontario - Richard Ivey School of Business 1986 — 1988
MBA, International Studies
Society of Actuaries 1979 — 1986
Completed Associateship exams, Actuarial Science
University of Waterloo 1978 — 1983
B.Math, Actuarial Science and Economics
Bramalea Secondary 1974 — 1978
High School Graduation, Mathematics, Sciences and Languages, 13
Leadership Detroit
Leadership Detroit
Christopher P. Cheshire, M.B.A.'s Capitas Financial Experience February 2003 - May 2004
Job Registered Investment Adviser
Industry Financial Services
Experience
Cheshire Capital, Inc. August 1996 - Present
Capitas Financial February 2003 - May 2004
New England Financial October 2001 - February 2003
DayTrade, Inc. February 1997 - October 2001
Cheshire Capital Partners, LLC August 1996 - October 2001
Jacksonville Therapy Services March 1993 - August 1996
Skills
Series 7, Retirement Planning, Fixed Annuities, Asset Managment, Investments, Asset Management, Financial Analysis, Wealth Management, Investment Advisory, Strategic Financial..., Finance, Investment Strategies, Portfolio Management, Alternative Investments, Equities, Asset Allocation, Securities, Financial Services, Hedge Funds, Estate Planning, Insurance, Financial Markets, Life Insurance
Education
Roy E. Crummer Graduate School of Business 1988 — 1990
M.B.A., Finance & Marketing
Golden Gate University, School of Law 1991 — 1992
NA - did not complete studies, Law
Rollins College 1983 — 1987
B.A., Sociology and Anthropology
The Bolles School 1977 — 1983
Nick Bollettieri Academy 1979 — 1980
NA
Cheshire Capital, Inc. August 1996 - Present
Capitas Financial February 2003 - May 2004
New England Financial October 2001 - February 2003
DayTrade, Inc. February 1997 - October 2001
Cheshire Capital Partners, LLC August 1996 - October 2001
Jacksonville Therapy Services March 1993 - August 1996
Skills
Series 7, Retirement Planning, Fixed Annuities, Asset Managment, Investments, Asset Management, Financial Analysis, Wealth Management, Investment Advisory, Strategic Financial..., Finance, Investment Strategies, Portfolio Management, Alternative Investments, Equities, Asset Allocation, Securities, Financial Services, Hedge Funds, Estate Planning, Insurance, Financial Markets, Life Insurance
Education
Roy E. Crummer Graduate School of Business 1988 — 1990
M.B.A., Finance & Marketing
Golden Gate University, School of Law 1991 — 1992
NA - did not complete studies, Law
Rollins College 1983 — 1987
B.A., Sociology and Anthropology
The Bolles School 1977 — 1983
Nick Bollettieri Academy 1979 — 1980
NA
Christian Ferreira's Capitas Financial Experience February 2011 - October 2013
Job Insurance/Financial Planning Professional
Industry Financial Services
Experience
Capitas Financial February 2011 - October 2013
The Hartford May 2010 - February 2011
International Planning Group October 2007 - October 2009
MetLife November 2001 - March 2008
Skills
Insurance, Strategic Financial..., Business Strategy, New Business Development, Investments, Integrated Marketing, Sales Management, Digital Strategy, Negotiation, Analytics, Interactive Marketing, Sales, Direct Marketing, Strategic Planning, Relationship Marketing, Advertising, Marketing Strategy, Financial Analysis, International Sales, Series 7, Series 63, Series 24, Life & Health Insurance..., Marketing, Wealth, Series 6, Financial Advisory, Retirement Planning, Life Insurance, Fixed Annuities, Disability Insurance, 401k, Long-term Care, Wealth Management, Retirement, Term Life Insurance, Long Term Care Insurance
Education
California State University-Long Beach - College of Business Administration 1994 — 1997
BS, Finance
Capitas Financial February 2011 - October 2013
The Hartford May 2010 - February 2011
International Planning Group October 2007 - October 2009
MetLife November 2001 - March 2008
Skills
Insurance, Strategic Financial..., Business Strategy, New Business Development, Investments, Integrated Marketing, Sales Management, Digital Strategy, Negotiation, Analytics, Interactive Marketing, Sales, Direct Marketing, Strategic Planning, Relationship Marketing, Advertising, Marketing Strategy, Financial Analysis, International Sales, Series 7, Series 63, Series 24, Life & Health Insurance..., Marketing, Wealth, Series 6, Financial Advisory, Retirement Planning, Life Insurance, Fixed Annuities, Disability Insurance, 401k, Long-term Care, Wealth Management, Retirement, Term Life Insurance, Long Term Care Insurance
Education
California State University-Long Beach - College of Business Administration 1994 — 1997
BS, Finance
Diane Stevens's Capitas Financial Experience October 2003 - January 2010
Job Manager, Plan Administration at AFS ePlan Services
Industry Insurance
Experience
American Financial Systems, Inc. January 2010 - Present
Capitas Financial October 2003 - January 2010
American Financial Systems, Inc. April 1990 - October 2003
Ashworth by the Sea May 1984 - June 1989
Skills
Life Insurance, Business Planning, Insurance, Employee Benefits, Executive Pay, 401k, Defined Benefit, Disability Insurance, Retirement, Pensions
Education
University of New Hampshire - Whittemore School of Business and Economics 1980 — 1984
Bachelor's Degree, Hospitality Administration/Management
American Financial Systems, Inc. January 2010 - Present
Capitas Financial October 2003 - January 2010
American Financial Systems, Inc. April 1990 - October 2003
Ashworth by the Sea May 1984 - June 1989
Skills
Life Insurance, Business Planning, Insurance, Employee Benefits, Executive Pay, 401k, Defined Benefit, Disability Insurance, Retirement, Pensions
Education
University of New Hampshire - Whittemore School of Business and Economics 1980 — 1984
Bachelor's Degree, Hospitality Administration/Management
Jeff Latall's Capitas Financial Experience
Job Associate General Agent at Capitas Financial
Industry Insurance
Experience
Capitas Financial
Skills
Fixed Annuities, Disability Insurance, Term Life Insurance, Long-term Care, Life Insurance, Retirement
Education
University of Missouri-Columbia, College of Business 1994 — 1995
Bs B.A., Management
Capitas Financial
Skills
Fixed Annuities, Disability Insurance, Term Life Insurance, Long-term Care, Life Insurance, Retirement
Education
University of Missouri-Columbia, College of Business 1994 — 1995
Bs B.A., Management
Brian Harrington's Capitas Financial Experience December 2009 - December 2010
Job Senior Financial Analyst at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments June 2015 - Present
Citizens Bank August 2014 - June 2015
Liberty Mutual Insurance - Commercial Insurance FP&A November 2013 - August 2014
Liberty Mutual Insurance - Corporate Real Estate August 2012 - November 2013
State Street January 2011 - August 2012
Capitas Financial December 2009 - December 2010
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, Bloomberg, Essbase, Financial Accounting, Accounting, Corporate Finance, Strategic Financial..., Corporate FP&A, Planning Budgeting &..., Financial Forecasting, Budgets, Hyperion Planning, Capital Budgeting, Cost Benefit, Corporate Real Estate, Oracle Applications, Bonds, Microsoft Excel, VBA, Treasury Operations
Education
Suffolk University - Sawyer Business School 2015 — 2017
Master of Science (M.S.), Finance
Suffolk University - Sawyer Business School
BSBA, Finance
Pioneer Investments June 2015 - Present
Citizens Bank August 2014 - June 2015
Liberty Mutual Insurance - Commercial Insurance FP&A November 2013 - August 2014
Liberty Mutual Insurance - Corporate Real Estate August 2012 - November 2013
State Street January 2011 - August 2012
Capitas Financial December 2009 - December 2010
Skills
Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, Bloomberg, Essbase, Financial Accounting, Accounting, Corporate Finance, Strategic Financial..., Corporate FP&A, Planning Budgeting &..., Financial Forecasting, Budgets, Hyperion Planning, Capital Budgeting, Cost Benefit, Corporate Real Estate, Oracle Applications, Bonds, Microsoft Excel, VBA, Treasury Operations
Education
Suffolk University - Sawyer Business School 2015 — 2017
Master of Science (M.S.), Finance
Suffolk University - Sawyer Business School
BSBA, Finance
Jeanne Tepper's Capitas Financial Experience November 2014 - July 2015
Job Sales and Marketing Professional
Industry Insurance
Experience
Capitas Financial November 2014 - July 2015
Renee Floer, Financial Advisor July 2014 - March 2015
Capitas Financial September 2004 - April 2012
Primerica 1993 - 2003
Witco Corporation 1990 - 1993
Macy's 1989 - 1990
Uniroyal Chemical 1988 - 1989
Skills
Public Speaking, Creative Writing, Social Media, Blogging, Editing, Insurance, Microsoft Office, Microsoft Word, Strategic Planning, Fiction Writing, Research, Copy Editing, Training, Facebook, Budgets
Education
University of Connecticut 1983 — 1988
BA, French
University of Connecticut 1983 — 1988
BA, Biology
L'Universite de Rouen 1986 — 1987
Biology and French, Study Abroad
Capitas Financial November 2014 - July 2015
Renee Floer, Financial Advisor July 2014 - March 2015
Capitas Financial September 2004 - April 2012
Primerica 1993 - 2003
Witco Corporation 1990 - 1993
Macy's 1989 - 1990
Uniroyal Chemical 1988 - 1989
Skills
Public Speaking, Creative Writing, Social Media, Blogging, Editing, Insurance, Microsoft Office, Microsoft Word, Strategic Planning, Fiction Writing, Research, Copy Editing, Training, Facebook, Budgets
Education
University of Connecticut 1983 — 1988
BA, French
University of Connecticut 1983 — 1988
BA, Biology
L'Universite de Rouen 1986 — 1987
Biology and French, Study Abroad
Michael Loden's Capitas Financial Experience April 2010 - Present
Job Sales Vice President at Capitas Financial
Industry Insurance
Experience
Capitas Financial April 2010 - Present
Crump Life Insurance Services 2006 - 2009
Gallagher Benefit Services 2001 - 2006
CBIZ 1998 - 2001
B.L.U. Benefits Group Inc. 1990 - 1998
Skills
Insurance, Sales Management, New Business Development, Estate Planning, Employee Benefits, Strategic Planning, Underwriting, Retirement Planning, Insurance Planning, Financial Planners, Disability Insurance, Long-term Care, Life Insurance, Term Life Insurance, Retirement, Long Term Care Insurance, Universal Life, Series 6, 401k, Fixed Annuities, Health Insurance, Series 63, Wealth Management, Mutual Funds, Series 7, Brokers, Whole Life, Strategic Financial..., IRAs, Variable Annuities, Investments, Asset Allocation, Series 65, Wealth, Financial Planning
Education
Bradley University
BS, Business Management Finance
Capitas Financial April 2010 - Present
Crump Life Insurance Services 2006 - 2009
Gallagher Benefit Services 2001 - 2006
CBIZ 1998 - 2001
B.L.U. Benefits Group Inc. 1990 - 1998
Skills
Insurance, Sales Management, New Business Development, Estate Planning, Employee Benefits, Strategic Planning, Underwriting, Retirement Planning, Insurance Planning, Financial Planners, Disability Insurance, Long-term Care, Life Insurance, Term Life Insurance, Retirement, Long Term Care Insurance, Universal Life, Series 6, 401k, Fixed Annuities, Health Insurance, Series 63, Wealth Management, Mutual Funds, Series 7, Brokers, Whole Life, Strategic Financial..., IRAs, Variable Annuities, Investments, Asset Allocation, Series 65, Wealth, Financial Planning
Education
Bradley University
BS, Business Management Finance
Kelli Lem's Capitas Financial Experience May 2009 - November 2012
Job Physician Assistant Graduate Student
Industry Medical Practice
Experience
Capitas Financial May 2009 - November 2012
Entrepreneurial Management Center November 2007 - May 2009
Skills
Life Insurance, Series 7, Retirement, Disability Insurance, Retirement Planning, Securities, Wealth Management, Long-term Care, Fixed Annuities, Estate Planning, Strategic Financial..., Wealth, Insurance, 401k, Asset Allocation, Business Planning, Financial Advisory, Mutual Funds
Education
Western University of Health Sciences 2014 — 2016
Master of Science (M.S.), Physician Assistant
California Lutheran University 2011 — 2013
CFP/MBA, Finance
San Diego State University-California State University 2007 — 2009
Bachelor of Science, Business Management
Capitas Financial May 2009 - November 2012
Entrepreneurial Management Center November 2007 - May 2009
Skills
Life Insurance, Series 7, Retirement, Disability Insurance, Retirement Planning, Securities, Wealth Management, Long-term Care, Fixed Annuities, Estate Planning, Strategic Financial..., Wealth, Insurance, 401k, Asset Allocation, Business Planning, Financial Advisory, Mutual Funds
Education
Western University of Health Sciences 2014 — 2016
Master of Science (M.S.), Physician Assistant
California Lutheran University 2011 — 2013
CFP/MBA, Finance
San Diego State University-California State University 2007 — 2009
Bachelor of Science, Business Management
Pamela Franzen's Capitas Financial Experience March 2015 - Present
Job Senior Vice President at Capitas Financial
Industry Financial Services
Experience
Capitas Financial March 2015 - Present
Comprehensive Planning, Inc. December 2013 - March 2015
Prudential Financial 2008 - 2013
MVP Financial Services, Inc. June 1999 - October 2008
Larry Gordon Agency, Inc June 1984 - June 1999
Skills
Life Insurance, Insurance, Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Financial Services, Investments, Sales, Long-term Care, Term Life Insurance, Series 7, Series 63, Series 6, Disability Insurance, 401k, Wealth Management, IRAs, Asset Allocation, Financial Advisory, Financial Planning, Estate Planning, Underwriting, Long Term Care Insurance
Education
Northern Illinois University
Bachelor's degree, General Sales, Merchandising and Related Marketing Operations
Capitas Financial March 2015 - Present
Comprehensive Planning, Inc. December 2013 - March 2015
Prudential Financial 2008 - 2013
MVP Financial Services, Inc. June 1999 - October 2008
Larry Gordon Agency, Inc June 1984 - June 1999
Skills
Life Insurance, Insurance, Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Financial Services, Investments, Sales, Long-term Care, Term Life Insurance, Series 7, Series 63, Series 6, Disability Insurance, 401k, Wealth Management, IRAs, Asset Allocation, Financial Advisory, Financial Planning, Estate Planning, Underwriting, Long Term Care Insurance
Education
Northern Illinois University
Bachelor's degree, General Sales, Merchandising and Related Marketing Operations
Jim Lovelle's Capitas Financial Experience October 2002 - Present
Job Associate General Agent at Capitas Financial
Industry Insurance
Experience
Capitas Financial October 2002 - Present
John Hancock Financial Services 1992 - 2002
Northwestern Mutual 1976 - 1992
Skills
Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Long-term Care, Retirement Planning, Term Life Insurance, Financial Planners, Retirement, Estate Planning, Strategic Financial..., Long Term Care Insurance, Health Insurance, 401k, IRAs, Employee Benefits, Investments, Underwriting, Mutual Funds, Wealth Management
Education
Illinois State University 1974 — 1976
BA, Accounting
Illinois State University 1974 — 1976
Bachelor of Arts (BA), Accounting
Capitas Financial October 2002 - Present
John Hancock Financial Services 1992 - 2002
Northwestern Mutual 1976 - 1992
Skills
Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Long-term Care, Retirement Planning, Term Life Insurance, Financial Planners, Retirement, Estate Planning, Strategic Financial..., Long Term Care Insurance, Health Insurance, 401k, IRAs, Employee Benefits, Investments, Underwriting, Mutual Funds, Wealth Management
Education
Illinois State University 1974 — 1976
BA, Accounting
Illinois State University 1974 — 1976
Bachelor of Arts (BA), Accounting
Jeff Cassat's Capitas Financial Experience November 2007 - November 2011
Job Sales Manager at H3 Secure Cloud Services
Industry Financial Services
Experience
H3 - Secure Cloud Services March 2015 - Present
All Makes Office Interiors June 2014 - February 2015
US Bancorp Investments and Insurance 2012 - 2012
Capitas Financial November 2007 - November 2011
Midland National Life 1997 - 2007
Williams Insurance Agency, Inc. 1995 - 1997
Equitable Life of Iowa 1985 - 1995
Skills
Marketing and Sales..., Publications and..., Product Promotion, Sales Training and..., Advanced Insurance and..., Resource Develpment, Stategic Planning, Performance Monitoring, Incentive and Event..., Insurance, Strategic Planning, Sales Management, Marketing Strategy, Leadership, Life Insurance, Brokers, Retirement Planning, Performance Management, Sales, Fixed Annuities, Retirement, Business Planning, Long-term Care, Financial Services, Financial Advisory, Mutual Funds, Disability Insurance, Training, Marketing, Management, Team Building, Employee Benefits, Wealth Management, Strategic Financial..., Estate Planning, Financial Planners, Investments
Education
Simpson College
BA, Business
The American College
Chartered Life Underwriter (CLU), Insurance Professional Designation
The American College
Chartered Financial Consultant, Financial Services Professional Designation
H3 - Secure Cloud Services March 2015 - Present
All Makes Office Interiors June 2014 - February 2015
US Bancorp Investments and Insurance 2012 - 2012
Capitas Financial November 2007 - November 2011
Midland National Life 1997 - 2007
Williams Insurance Agency, Inc. 1995 - 1997
Equitable Life of Iowa 1985 - 1995
Skills
Marketing and Sales..., Publications and..., Product Promotion, Sales Training and..., Advanced Insurance and..., Resource Develpment, Stategic Planning, Performance Monitoring, Incentive and Event..., Insurance, Strategic Planning, Sales Management, Marketing Strategy, Leadership, Life Insurance, Brokers, Retirement Planning, Performance Management, Sales, Fixed Annuities, Retirement, Business Planning, Long-term Care, Financial Services, Financial Advisory, Mutual Funds, Disability Insurance, Training, Marketing, Management, Team Building, Employee Benefits, Wealth Management, Strategic Financial..., Estate Planning, Financial Planners, Investments
Education
Simpson College
BA, Business
The American College
Chartered Life Underwriter (CLU), Insurance Professional Designation
The American College
Chartered Financial Consultant, Financial Services Professional Designation
Greg Milan's Capitas Financial Experience April 2003 - Present
Job Franchise Owner at Midas & SpeeDee Oil Change & Auto Service 90th Street Scottsdale Location
Industry Automotive
Experience
SpeeDee Oil Change & Auto Service July 2014 - Present
Capitas Financial April 2003 - Present
AIG Life Brokerage August 1999 - April 2003
New York Life Insurance Company March 1996 - August 1999
Skills
Life Insurance, Retirement Planning, Sales, Insurance, Financial Planning, Customer Service, Term Life Insurance, Retirement, Fixed Annuities, Long-term Care, Estate Planning
Education
Erie Community College 1988 — 1991
AAS, Criminal Justice
SpeeDee Oil Change & Auto Service July 2014 - Present
Capitas Financial April 2003 - Present
AIG Life Brokerage August 1999 - April 2003
New York Life Insurance Company March 1996 - August 1999
Skills
Life Insurance, Retirement Planning, Sales, Insurance, Financial Planning, Customer Service, Term Life Insurance, Retirement, Fixed Annuities, Long-term Care, Estate Planning
Education
Erie Community College 1988 — 1991
AAS, Criminal Justice
Tiffany King, CLU, ChFC, CASL's Capitas Financial Experience January 2005 - December 2007
Job Director of Planning Services at Symphony Financial Team
Industry Financial Services
Experience
Symphony Financial Team June 2014 - Present
King & Associates Insurance & Investment Services January 2012 - Present
AVMA GHLIT 2010 - Present
WOAMTEC 2009 - Present
VetPartners 2012 - 2014
Capitas Financial January 2005 - December 2007
Genworth - Long Term Care Insurance 2001 - 2003
ABRS 1994 - 1999
Skills
Retirement, Long-term Care, Disability Insurance, Wealth, Investments, IRAs, Financial Advisory, Insurance, Financial Services, Retirement Planning, Securities, Fixed Annuities, Financial Planners, Wealth Accumulation, Term Life Insurance, Life Insurance, 401k, Long Term Care Insurance, Estate Planning, Key Person Insurance, Universal Life, Wealth Management, Defined Benefit, Roth IRA, Rollovers, Training, Simple IRA, Long Term Care, IRA's, Annuity, Annuities
Education
University of Central Florida 1983 — 1986
Bachelor of Arts (B.A.), Foods, Nutrition, and Wellness Studies, General
Lake Brantley 1981 — 1983
Symphony Financial Team June 2014 - Present
King & Associates Insurance & Investment Services January 2012 - Present
AVMA GHLIT 2010 - Present
WOAMTEC 2009 - Present
VetPartners 2012 - 2014
Capitas Financial January 2005 - December 2007
Genworth - Long Term Care Insurance 2001 - 2003
ABRS 1994 - 1999
Skills
Retirement, Long-term Care, Disability Insurance, Wealth, Investments, IRAs, Financial Advisory, Insurance, Financial Services, Retirement Planning, Securities, Fixed Annuities, Financial Planners, Wealth Accumulation, Term Life Insurance, Life Insurance, 401k, Long Term Care Insurance, Estate Planning, Key Person Insurance, Universal Life, Wealth Management, Defined Benefit, Roth IRA, Rollovers, Training, Simple IRA, Long Term Care, IRA's, Annuity, Annuities
Education
University of Central Florida 1983 — 1986
Bachelor of Arts (B.A.), Foods, Nutrition, and Wellness Studies, General
Lake Brantley 1981 — 1983
Jason C Collins's Capitas Financial Experience April 2012 - January 2013
Job Certified Flight Instructor at Falcon Aviation Academy
Industry Aviation & Aerospace
Experience
Falcon Aviation Academy June 2014 - Present
Airline Transport Professionals September 2013 - June 2014
Capitas Financial April 2012 - January 2013
The Prudential Insurance Company of America, Newark, NJ May 2011 - April 2012
Wachovia, A Wells Fargo Company March 2003 - December 2008
Morgan Stanley August 1998 - March 2003
Education
The University of Georgia 1993 — 2011
AB, Economics
Falcon Aviation Academy June 2014 - Present
Airline Transport Professionals September 2013 - June 2014
Capitas Financial April 2012 - January 2013
The Prudential Insurance Company of America, Newark, NJ May 2011 - April 2012
Wachovia, A Wells Fargo Company March 2003 - December 2008
Morgan Stanley August 1998 - March 2003
Education
The University of Georgia 1993 — 2011
AB, Economics
Art Scevola's Capitas Financial Experience September 2007 - July 2013
Job SVP with Pinnacle Insurance & Financial Services
Industry Insurance
Experience
Pinnacle Insurance & Financial Services, LLC. August 2013 - Present
Capitas Financial September 2007 - July 2013
Merrill Lynch May 1985 - February 1998
Skills
Estate Planning, Life Insurance, Business Planning, Disability Insurance, Retirement Planning, Retirement, Wealth Management, Financial Planning, Wealth, Financial Advisory, Sales, Strategic Planning, Finance, Term Life Insurance, Insurance, New Business Development, Small Business, Fixed Annuities, Strategic Financial..., Employee Benefits, Marketing, Investments, Financial Services, 401k, Long Term Care Insurance, Series 6, Series 7, Series 63, Team Building, Public Speaking, Team Leadership, Financial Planners, Financial Analysis
Education
Florida Atlantic University 1968 — 1970
BA, Social Sciences
The American College
CLU, ChFC, Life Insurance and Financial Planning
Pinnacle Insurance & Financial Services, LLC. August 2013 - Present
Capitas Financial September 2007 - July 2013
Merrill Lynch May 1985 - February 1998
Skills
Estate Planning, Life Insurance, Business Planning, Disability Insurance, Retirement Planning, Retirement, Wealth Management, Financial Planning, Wealth, Financial Advisory, Sales, Strategic Planning, Finance, Term Life Insurance, Insurance, New Business Development, Small Business, Fixed Annuities, Strategic Financial..., Employee Benefits, Marketing, Investments, Financial Services, 401k, Long Term Care Insurance, Series 6, Series 7, Series 63, Team Building, Public Speaking, Team Leadership, Financial Planners, Financial Analysis
Education
Florida Atlantic University 1968 — 1970
BA, Social Sciences
The American College
CLU, ChFC, Life Insurance and Financial Planning
Carly Hutchens's Capitas Financial Experience September 2007 - August 2012
Job Administrative Assistant at KPFF Consulting Engineers
Industry Insurance
Experience
KPFF Consulting Engineers June 2013 - Present
Willamette Week August 2012 - June 2013
Capitas Financial September 2007 - August 2012
Nordstrom February 2006 - September 2007
Skills
General Insurance, Term Life Insurance, Life Insurance, Life & Health Insurance..., Long Term Care Insurance, Permanent Life Insurance, Quote Preparation, Licensing, Administrative..., Advertising, Marketing, Communication, Microsoft Office, Account Management, Budget Setting, Media Buying, Media Planning, Manage Client..., Client Liaison, Event Planning, Social Media, Spreadsheets, Microsoft Excel, Invoicing, Data Entry, Business Case Design, Case Analysis, Analytical Skills, Target Marketing, Email Marketing, Management, Fixed Annuities
Education
University of Oregon 2002 — 2006
Bachelor of Science Degree, Geological Studies, Geoscience
KPFF Consulting Engineers June 2013 - Present
Willamette Week August 2012 - June 2013
Capitas Financial September 2007 - August 2012
Nordstrom February 2006 - September 2007
Skills
General Insurance, Term Life Insurance, Life Insurance, Life & Health Insurance..., Long Term Care Insurance, Permanent Life Insurance, Quote Preparation, Licensing, Administrative..., Advertising, Marketing, Communication, Microsoft Office, Account Management, Budget Setting, Media Buying, Media Planning, Manage Client..., Client Liaison, Event Planning, Social Media, Spreadsheets, Microsoft Excel, Invoicing, Data Entry, Business Case Design, Case Analysis, Analytical Skills, Target Marketing, Email Marketing, Management, Fixed Annuities
Education
University of Oregon 2002 — 2006
Bachelor of Science Degree, Geological Studies, Geoscience
Gregg Dubroc, CFP, CLU, ChFC's Capitas Financial Experience March 2006 - Present
Job AGA at Capitas Financial
Industry Insurance
Experience
Capitas Financial March 2006 - Present
AXA Equitable 1992 - 1998
Education
Louisiana State University 1981 — 1986
BS
Capitas Financial March 2006 - Present
AXA Equitable 1992 - 1998
Education
Louisiana State University 1981 — 1986
BS
Marcia Boehms's Capitas Financial Experience November 2005 - Present
Job Marketing Specialist at Capitas Financial
Industry Insurance
Experience
Capitas Financial November 2005 - Present
John Hancock Financial Network August 1995 - August 1999
Prudential Financial September 1994 - July 1995
Skills
Term Life Insurance, Fixed Annuities, Insurance, Life Insurance, Long-term Care, Retirement Planning, Disability Insurance, Retirement, Long Term Care Insurance, Financial Planners, Estate Planning, Health Insurance, 401k, Financial Planning
Education
Murray State University
English/Pre-Law
Murray State University
Capitas Financial November 2005 - Present
John Hancock Financial Network August 1995 - August 1999
Prudential Financial September 1994 - July 1995
Skills
Term Life Insurance, Fixed Annuities, Insurance, Life Insurance, Long-term Care, Retirement Planning, Disability Insurance, Retirement, Long Term Care Insurance, Financial Planners, Estate Planning, Health Insurance, 401k, Financial Planning
Education
Murray State University
English/Pre-Law
Murray State University
Mark Ruebusch, CLU, ChFC's Capitas Financial Experience September 2009 - October 2013
Job Regional Director
Industry Financial Services
Experience
LDX Global, Inc. February 2015 - Present
Independent Planners Group January 2014 - December 2014
Capitas Financial September 2009 - October 2013
Wachovia Securities September 2005 - April 2008
Hartford Life September 1991 - October 2004
CNA Insurance September 1981 - September 1990
Skills
Retirement Planning, Estate Planning, Life Insurance, Long-term Care, Retirement, Financial Services, Insurance, Fixed Annuities, Wealth Management, Disability Insurance, Mutual Funds, Investments, Term Life Insurance
Education
University of Cincinnati 1971 — 1975
B.A., Political Science
LDX Global, Inc. February 2015 - Present
Independent Planners Group January 2014 - December 2014
Capitas Financial September 2009 - October 2013
Wachovia Securities September 2005 - April 2008
Hartford Life September 1991 - October 2004
CNA Insurance September 1981 - September 1990
Skills
Retirement Planning, Estate Planning, Life Insurance, Long-term Care, Retirement, Financial Services, Insurance, Fixed Annuities, Wealth Management, Disability Insurance, Mutual Funds, Investments, Term Life Insurance
Education
University of Cincinnati 1971 — 1975
B.A., Political Science
Jill Bacon's Capitas Financial Experience InternBig Bend Cares2007 - 2007
Job Operations Assistant at Capitas Financial
Industry Insurance
Experience
Capitas Financial InternBig Bend Cares2007 - 2007
Education
Florida State University 2007 — 2009
MSW, Social Work
Capitas Financial InternBig Bend Cares2007 - 2007
Education
Florida State University 2007 — 2009
MSW, Social Work
Steve Reinhardt's Capitas Financial Experience September 2003 - Present
Job Regional Director at Capitas Financial
Industry Insurance
Experience
Capitas Financial September 2003 - Present
Education
Hampden-Sydney College 1975 — 1979
BA, Government and Foreign Affairs
Capitas Financial September 2003 - Present
Education
Hampden-Sydney College 1975 — 1979
BA, Government and Foreign Affairs
Peter Poggioli's Capitas Financial Experience AgentNew York Life Insurance CompanyOctober 1995 - September 1996
Job Associate General Agent at Capitas Financial
Industry Insurance
Experience
Capitas Financial AgentNew York Life Insurance CompanyOctober 1995 - September 1996
Education
George Mason University 1986 — 1991
Bachelors, International Relations
Capitas Financial AgentNew York Life Insurance CompanyOctober 1995 - September 1996
Education
George Mason University 1986 — 1991
Bachelors, International Relations
Jessica Stewart's Capitas Financial Experience 2009 - 2012
Job Marketing Manager at Capitas Financial
Industry Insurance
Experience
Capitas Financial 2009 - 2012
Education
University of North Carolina at Chapel Hill 1997 — 2001
Bachelors, Journalism & Mass Communication, Public Relations Sequence; Double Major in Political Science
Capitas Financial 2009 - 2012
Education
University of North Carolina at Chapel Hill 1997 — 2001
Bachelors, Journalism & Mass Communication, Public Relations Sequence; Double Major in Political Science
Jeffrey Ridge, CLU's Capitas Financial Experience October 2008 - April 2013
Job Marketing Director at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage May 2013 - Present
Capitas Financial October 2008 - April 2013
Merrill Lynch January 2006 - October 2008
Skills
Series 7, Series 66, CLU, Life and Health..., Uniform Combined State..., Marketing, Insurance, Fixed Annuities, Retirement Planning, Series 63, Long-term Care, Term Life Insurance
Education
The American College 2012 — 2013
Chartered Life Underwriter
Temple University 2004 — 2005
Finance
Highland Capital Brokerage May 2013 - Present
Capitas Financial October 2008 - April 2013
Merrill Lynch January 2006 - October 2008
Skills
Series 7, Series 66, CLU, Life and Health..., Uniform Combined State..., Marketing, Insurance, Fixed Annuities, Retirement Planning, Series 63, Long-term Care, Term Life Insurance
Education
The American College 2012 — 2013
Chartered Life Underwriter
Temple University 2004 — 2005
Finance
Ray Gault, Jr. CLU®'s Capitas Financial Experience 2015 - Present
Job Sales Vice President at Capitas Financial
Industry Financial Services
Experience
Capitas Financial 2015 - Present
Prudential Financial January 2014 - December 2014
Lincoln Financial Distributors July 2012 - November 2013
Lincoln Financial Distributors January 2011 - July 2012
Morgan Stanley Smith Barney May 2010 - December 2010
Skills
Insurance, Retirement, Retirement Planning, Fixed Annuities, Life Insurance, Long Term Care Insurance, Estate Planning, Investments, Business Continuity..., Financial Planners, Wealth, Financial Planning, Series 63, Financial Advisory, Long-term Care, Sales
Education
Jacksonville University 2006 — 2010
Bachelors of Business Administration, Finance, Marketing
Manatee High School 2002 — 2006
Capitas Financial 2015 - Present
Prudential Financial January 2014 - December 2014
Lincoln Financial Distributors July 2012 - November 2013
Lincoln Financial Distributors January 2011 - July 2012
Morgan Stanley Smith Barney May 2010 - December 2010
Skills
Insurance, Retirement, Retirement Planning, Fixed Annuities, Life Insurance, Long Term Care Insurance, Estate Planning, Investments, Business Continuity..., Financial Planners, Wealth, Financial Planning, Series 63, Financial Advisory, Long-term Care, Sales
Education
Jacksonville University 2006 — 2010
Bachelors of Business Administration, Finance, Marketing
Manatee High School 2002 — 2006
Bill Betz, CLU, ChFC's Capitas Financial Experience 2003 - 2005
Job Owner, Betz Financial Advisory, LLC / A Capitas Financial Partner
Industry Financial Services
Experience
Betz Financial Adviosry, LLC, a Capitas Financial Partner January 2003 - Present
Capitas Financial 2003 - 2005
Prudential Financial April 2001 - January 2003
Ameritas Variable Life March 1998 - April 2001
John Alden Life Ins Company / North Star Marketing 1981 - 1998
Mutual Of New York December 1973 - August 1981
Skills
Disability Insurance, Estate Planning, Life Insurance, Long Term Care Insurance, Insurance, Wealth Management, Series 7, Wealth, Underwriting, Financial Advisory, Fixed Annuities, Variable Annuities, Universal Life, Long-term Care, Small Business, High Net Worth..., IRAs, Mutual Funds
Education
Ohio University 1971 — 1975
BBA, Business Management
Finneytown
Finneytown
Betz Financial Adviosry, LLC, a Capitas Financial Partner January 2003 - Present
Capitas Financial 2003 - 2005
Prudential Financial April 2001 - January 2003
Ameritas Variable Life March 1998 - April 2001
John Alden Life Ins Company / North Star Marketing 1981 - 1998
Mutual Of New York December 1973 - August 1981
Skills
Disability Insurance, Estate Planning, Life Insurance, Long Term Care Insurance, Insurance, Wealth Management, Series 7, Wealth, Underwriting, Financial Advisory, Fixed Annuities, Variable Annuities, Universal Life, Long-term Care, Small Business, High Net Worth..., IRAs, Mutual Funds
Education
Ohio University 1971 — 1975
BBA, Business Management
Finneytown
Finneytown
Bedell Lorinda's Capitas Financial Experience February 2004 - December 2009
Job Senior Case Manager at Universal Insurance Services
Industry Insurance
Experience
Universal Insurance Services January 2010 - Present
Capitas Financial February 2004 - December 2009
Carrera & Partners Advertising May 2003 - February 2004
Education
Florida Atlantic University
Bachelors, Marketing and Finance
Universal Insurance Services January 2010 - Present
Capitas Financial February 2004 - December 2009
Carrera & Partners Advertising May 2003 - February 2004
Education
Florida Atlantic University
Bachelors, Marketing and Finance
Richard Nidetz's Capitas Financial Experience June 2005 - May 2010
Job Financial Services Professional
Industry Financial Services
Experience
Govgistics January 2011 - Present
United Capital Financial Advisors May 2010 - October 2010
United Capital Financial May 2010 - October 2010
Capitas Financial June 2005 - May 2010
Capitas Financial, LLC May 2005 - February 2010
Wells Fargo Advisors January 1997 - January 2005
Acquired by Wachovia in 2003 January 1997 - January 2002
Merrill Lynch January 1995 - January 1997
Oppenheimer January 1991 - January 1995
Connecticut Mutual/Hunken Associates January 1987 - January 1991
Skills
Estate Planning, Insurance, Annuities, Retirement Planning, Wealth Transfer, Retirement, Long Term Care, Wealth Management, Succession Planning, Sales Management, Wealth
Education
DePaul University 1975 — 1978
Bachelor of Arts, Business Administration
Arizona State University 1974 — 1975
Master of Arts, Economics
DePaul University 1970 — 1975
MS, Ecponomics, Economics, Business Admionostration
Govgistics January 2011 - Present
United Capital Financial Advisors May 2010 - October 2010
United Capital Financial May 2010 - October 2010
Capitas Financial June 2005 - May 2010
Capitas Financial, LLC May 2005 - February 2010
Wells Fargo Advisors January 1997 - January 2005
Acquired by Wachovia in 2003 January 1997 - January 2002
Merrill Lynch January 1995 - January 1997
Oppenheimer January 1991 - January 1995
Connecticut Mutual/Hunken Associates January 1987 - January 1991
Skills
Estate Planning, Insurance, Annuities, Retirement Planning, Wealth Transfer, Retirement, Long Term Care, Wealth Management, Succession Planning, Sales Management, Wealth
Education
DePaul University 1975 — 1978
Bachelor of Arts, Business Administration
Arizona State University 1974 — 1975
Master of Arts, Economics
DePaul University 1970 — 1975
MS, Ecponomics, Economics, Business Admionostration
Ed Fairley's Capitas Financial Experience 2003 - 2005
Job President/CEO at The Hoopologist
Industry Professional Training & Coaching
Experience
The Hoopologist Inc. 2009 - Present
Capitas Financial 2003 - 2005
Northwestern Mutual 1998 - 2003
Skills
Venture Capital, Entrepreneurship, Life Insurance, Strategic Planning, Marketing, Coaching, Customer Service, Microsoft Excel, Insurance, Small Business, Public Speaking, Financial Planning, Team Building, Leadership Development, Teaching, Employee Training, Leadership Training, sales Training
Education
San Jose State University
BA, Economics
The Hoopologist Inc. 2009 - Present
Capitas Financial 2003 - 2005
Northwestern Mutual 1998 - 2003
Skills
Venture Capital, Entrepreneurship, Life Insurance, Strategic Planning, Marketing, Coaching, Customer Service, Microsoft Excel, Insurance, Small Business, Public Speaking, Financial Planning, Team Building, Leadership Development, Teaching, Employee Training, Leadership Training, sales Training
Education
San Jose State University
BA, Economics
Rudaina Hussain's Capitas Financial Experience January 1999 - October 2010
Job Human Resources
Industry Environmental Services
Experience
Gilbane Federal April 2012 - Present
Capitas Financial/Michael L Fitzgerald Insurance Services, Inc January 1999 - October 2011
Capitas Financial January 1999 - October 2010
Jenkins/Athens Insurance Services, Inc June 1994 - December 1998
Skills
Sales, Insurance, Management, Underwriting, New Business Development, Contract Management
Education
California State University
Associate of Arts
Diablo Valley College
Associates of Arts, Art-Photography
Gilbane Federal April 2012 - Present
Capitas Financial/Michael L Fitzgerald Insurance Services, Inc January 1999 - October 2011
Capitas Financial January 1999 - October 2010
Jenkins/Athens Insurance Services, Inc June 1994 - December 1998
Skills
Sales, Insurance, Management, Underwriting, New Business Development, Contract Management
Education
California State University
Associate of Arts
Diablo Valley College
Associates of Arts, Art-Photography
Renee Benefiel's Capitas Financial Experience February 2003 - Present
Job Business Development Specialist at Capitas Financial
Industry Insurance
Experience
Capitas Financial February 2003 - Present
The Guardian Life Insurance Company of America 1998 - 2003
Education
Ball State University 1989 — 1994
Insurance
Capitas Financial February 2003 - Present
The Guardian Life Insurance Company of America 1998 - 2003
Education
Ball State University 1989 — 1994
Insurance
Tommy Brannan's Capitas Financial Experience January 2011 - Present
Job SVP at Capitas Distributors, Inc
Industry Insurance
Experience
Capitas Financial January 2011 - Present
AmSouth Investment Services 2003 - 2005
Skills
Retirement Planning, Estate Planning, Insurance, Fixed Annuities, Disability Insurance
Education
Auburn University 1977 — 1981
Bachelor of Science (B.S.), Forestry Managment
Auburn University 1977 — 1981
Bachelor of Science Forestry Management, Forestry Management
Capitas Financial January 2011 - Present
AmSouth Investment Services 2003 - 2005
Skills
Retirement Planning, Estate Planning, Insurance, Fixed Annuities, Disability Insurance
Education
Auburn University 1977 — 1981
Bachelor of Science (B.S.), Forestry Managment
Auburn University 1977 — 1981
Bachelor of Science Forestry Management, Forestry Management
John R. Siphron, CFP®, CRPC®'s Capitas Financial Experience January 2014 - April 2015
Job External Wholesaler, Fundraiser
Industry Financial Services
Experience
Capitas Financial January 2014 - April 2015
Transamerica Capital March 2010 - October 2013
ING January 2000 - February 2010
AEGON Financial Services Group June 1998 - December 1999
Taylor Investments October 1995 - May 1998
Evergreen Investments April 1990 - September 1995
Skills
Mutual Funds, Wealth Management, Risk Management, Securities, Fixed Annuities, Financial Planners, Series 63, Variable Annuities, Retirement Planning, Financial Advisory, Series 6, Asset Allocation, Retirement, Series 65
Education
Kenyon College 1980 — 1984
Bachelor of Arts, Double Major: English and History
The Hotchkiss School 1978 — 1980
Capitas Financial January 2014 - April 2015
Transamerica Capital March 2010 - October 2013
ING January 2000 - February 2010
AEGON Financial Services Group June 1998 - December 1999
Taylor Investments October 1995 - May 1998
Evergreen Investments April 1990 - September 1995
Skills
Mutual Funds, Wealth Management, Risk Management, Securities, Fixed Annuities, Financial Planners, Series 63, Variable Annuities, Retirement Planning, Financial Advisory, Series 6, Asset Allocation, Retirement, Series 65
Education
Kenyon College 1980 — 1984
Bachelor of Arts, Double Major: English and History
The Hotchkiss School 1978 — 1980
Sheldon Carlsted's Capitas Financial Experience 2012 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Capitas Financial 2012 - 2013
Faribault Foods, Inc August 2011 - September 2011
Skills
Public Speaking
Education
Bethel University 2009 — 2013
Bachelor's degree, Business: Accounting Emphasis
Capitas Financial 2012 - 2013
Faribault Foods, Inc August 2011 - September 2011
Skills
Public Speaking
Education
Bethel University 2009 — 2013
Bachelor's degree, Business: Accounting Emphasis
David S. Veatch CLU's Capitas Financial Experience 2004 - Present
Job Senior Vice President
Industry Insurance
Experience
Capitas Financial 2004 - Present
Education
University of Illinois at Urbana-Champaign 1976 — 1980
Bachelor of Science (B.S.)
Deerfield High School 1972 — 1976
Capitas Financial 2004 - Present
Education
University of Illinois at Urbana-Champaign 1976 — 1980
Bachelor of Science (B.S.)
Deerfield High School 1972 — 1976