CIGNA Individual Financial Services
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CIGNA Individual Financial Services Employees
Jeffrey Gall Wealth Advisors August 2002 - Present
Camp Kesem National 2003 - 2009
Sagemark Consulting May 1999 - August 2002
Douglas Broadcasting August 1997 - May 1999
Just Desserts March 1995 - July 1997
CIGNA Individual Financial Services October 1993 - March 1995
Self Employed November 1992 - August 1993
Supercuts, Inc. October 1992 - April 1993
Allez, Inc. January 1988 - February 1992
Deloitte & Touche January 1982 - December 1987
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Financial Advisory, Mutual Funds, Investment Advisory, 401k, Estate Planning, Retirement, Investments, Asset Allocation, Asset Managment, Portfolio Management, Securities, Finance, Small Business, Wealth, Financial Services
Education
University of California, Berkeley 1977 — 1981
B.S., Business Administration
EPS SETTLEMENTS GROUP September 1986 - Present
The Mangelsdorf Companies 2008 - 2010
CIGNA Individual Financial Services 1980 - 1986
Skills
Structured Settlements, Liability Claims, Workers' Compensation..., Medical Malpractice..., Damage Analysis, Negotiation, Longshore Claims, Defense Base Act Claims, Liability, Life Insurance, Claim, Product Liability, Settlement, Workers Compensation, Strategic Planning, Insurance, Claims Resolution, Personal Injury, Medical Malpractice, Risk Management, Accident, Casualty, Professional Liability, Medicare, Litigation, Fixed Annuities, Hazard Analysis, Liability Analysis, Legal Liability, Litigation Management, Subrogation, Estate Planning, Claims Management, Mediation, Property & Casualty...
Education
The George Washington University 1971 — 1975
BBA, Accounting and Finance
American General Life Companies July 2013 - Present
American General Life Companies June 2008 - July 2013
Principal Financial Group April 2001 - June 2008
Sagemark Consulting June 1998 - June 2001
New York Life Insurance Company January 1996 - June 1998
New England Financial March 1989 - January 1996
CIGNA Individual Financial Services April 1981 - March 1989
Professional Baseball Player September 1970 - September 1980
Skills
Life Insurance, Retirement Planning, Estate Planning, IRAs, Retirement, Fixed Annuities, Insurance, Financial Advisory, Wealth Management, Small Business, Series 7, Investments, Universal Life, Term Life Insurance, 401k, Business Planning, Disability Insurance, Sales Management, Whole Life, Asset Management, Strategic Financial..., Mutual Funds, Financial Planners, Wealth
Education
Whittier College 1974 — 1978
BA, Business Management
University of Oregon 1970 — 1972
Business Administration and Management, General
Global View Capital Advisors February 2011 - Present
EZ Mortgage Lending June 2007 - May 2008
Gold Key Mortgage April 2006 - May 2007
Shepherds Ministries September 1991 - December 2005
Cigna Individual Financial Services 1986 - 1988
ServiceMaster 1982 - 1986
Education
University of Montana 1980 — 1982
MBA, Business
Cedarville University 1975 — 1979
BA, Social Science
Hamilton High School 1971 — 1975
Diploma
Allstate Benefits March 2012 - January 2014
Allstate Insurance Company May 2011 - March 2012
U.S. Wealth Management December 2009 - May 2011
TD Bank January 2008 - July 2009
Nationwide Financial 1998 - 2005
Aetna Life Insurance and Annuity Company 1996 - 1998
CIGNA Individual Financial Services 1986 - 1987
Education
United States Military Academy at West Point 1968 — 1972
B.S., Engineering
Miramonte High School 1965 — 1968
2nd Grade Teacher, Metro Nashville Public Schools 3rd Grade TeacherMetro Nashville Public SchoolsDecember 2014 - Present
Franklin Special School District 2002 - December 2014
SERVPRO of Williamson County August 2000 - August 2001
BSB Realty, Beal Bank October 1989 - November 1995
Cigna Individual Financial Services April 1988 - December 1989
Daniel P. Wenz & Associates April 1986 - August 1987
Neiman Marcus July 1981 - April 1986
Skills
Organization, Organizational..., Management, Multi Tasking, Personnel Management, Hiring Personnel, Team Management, Project Management, Personal Development, Team Leadership, Team Building, Budgets, Staff Development, Microsoft Word, Editing, Microsoft Office, Microsoft Excel, Classroom Management, Curriculum Development, PowerPoint, Coaching
Education
Lipscomb University 2013 — 2014
Masters of Instructional Practice, Elementary Education and Teaching K-6, K-6
Middle Tennessee State University 2010 — 2012
Bachelor of Science (B.S.), Liberal Studies, Minor in Sociology
University of Tennessee-Knoxville 1979 — 1980
Bellevue High School 1975 — 1979
Bellevue High School
Blazeguard Fire Protection Services, Inc. November 2010 - Present
TZ Sports, LLC October 2013 - May 2014
Fogle's Septic Clean, Inc. November 2000 - June 2012
Reamer Restaurant, Inc. (dba "Salerno's Restaurant & Catering") October 2006 - December 2009
CARROLL COUNTY FOODS, INC January 1993 - January 2000
SALESPARTNERS MARKETING GROUP 1992 - 1993
CIGNA INDIVIDUAL FINANCIAL SERVICES 1989 - 1992
APPLESEED VENTURES, LTD 1986 - 1989
CIGNA INDIVIDUAL FINANCIAL SERVICES 1981 - 1985
Skills
Mergers & Acquisitions, Competitive Analysis, Advertising, Sales, Real Estate, Marketing, Finance, Budgets
Education
Towson University 1976 — 1981
Bachelor's, Psychology
South Carroll High School 1971 — 1975
Lindberg & Ripple February 2004 - Present
Harvest Capital 1999 - 2004
Business Planning Associates 1997 - 1999
New Engalnd Advisory Group 1995 - 1997
CIGNA Individual Financial Services 1989 - 1995
Skills
Investments, Wealth Management, Financial Advisory, Financial Services
Education
Northeastern University 1995 — 2003
MST, Taxation
Vanderbilt University 1984 — 1988
BS, Engineering, Mathematics
Tabor Academy 1981 — 1984
Charles River School
M&T Bank February 2013 - Present
Cannon Financial Institute January 2012 - February 2013
HSBC 2009 - 2011
Citibank 2004 - 2009
Citibank - London 2001 - 2004
Citi 1998 - 2001
Citibank - Citicorp Investment Services 1991 - 1998
CIGNA, Individual Financial Services 1985 - 1990
Skills
Wealth Management, Sales Management, Retail Banking, Sales, Strategic Financial..., Retirement Solutions, Retirement, Series 7, Series 24, Series 65, Management, Wealth Management..., Portfolio Management, Business Development, Securities, Banking, Business Strategy, Financial Services, Strategy, Investments, Fixed Income, Mutual Funds, Branch Banking, Wealth, Risk Management, Leadership, Relationship Management, Financial Risk, Private Banking, Asset Management, Investment Advisory, Finance, Financial Advisory, Financial Markets, Financial Planning
Education
State University of New York College at Oneonta
B.S.
RG Advisors Inc. June 1995 - Present
CIGNA Individual Financial Services November 1987 - December 1993
Skills
Market Risk, Derivatives, Commodity, Financial Risk..., Hedging, Risk Management, Commodity Markets, Trading, Financial Risk, Credit Risk, Fixed Income, Portfolio Management, Capital Markets
Education
University of Hartford 1984 — 1984
Graduate Work, Taxation
Brigham Young University 1975 — 1981
BS, Finance
R.W. Roge & Company, Inc. January 1995 - Present
Cigna Individual Financial Services 1990 - 1994
Skills
Wealth Management, Financial Services, Retirement Planning, Investments, Mutual Funds, Strategic Financial..., Financial Goals, Series 7, Securities, Financial Advisory, Investment Management, Retirement, Wealth, Investment Strategies, Finance, Management, Asset Management, Asset Allocation, Investment Advisory, Personal Financial..., Financial Planners, Equity Research, Relationship Management, FINRA, IRAs, Personal Finance, Financial Analysis, Executive Management, 401k, Wealth Management..., Series 6, Small Business, Bloomberg, Estate Planning, Investor Relations, Fixed Income, Client Services, Alternative Investments
Education
Pace University
BA, Human Relations - Cum Laude
C.W. Post - Long Island University