Federal Financial Group LLC
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Federal Financial Group LLC Employees
Federal Financial Group LLC 2014 - Present
ACG Capital Solutions Financial and Insurance Services 2009 - 2009
AIM Asset Protection and Financial Group 2007 - 2009
Beacon Associates 2008 - 2008
Skills
Sales, Customer Service, Training, Marketing, Team Building, Microsoft Office, Sales Management, Insurance, Microsoft Excel, Management, Property & Casualty..., Underwriting, Small Business, General Insurance, Commercial Insurance
Education
Costa Mesa High School
Orange Coast College
West Business Solutions March 2014 - Present
Classifide Nation November 2011 - Present
Federal Financial Group LLC July 2012 - August 2012
Skills
AFAA Certified Personal..., Personal Training, Weight Training, Cpr Certified, Strength Training, Fitness Training, Sports Nutrition, Athletic Training, Fitness, Athletics, First Aid, Sports, Coaching, Motivational Speaking, Leadership
Education
Carrington College-Mesa 2010 — 2011
Physical Therapy Technician, Physical Therapy Technician
MDR International February 2012 - Present
Parrish-Hare Electrical Supply February 2013 - December 2013
York Sales and Service July 2012 - February 2013
Federal Financial Group LLC May 2012 - June 2012
The Lighting Alliance August 2006 - April 2012
Architectural Lighting Associates March 2005 - August 2006
Se'lux Corporation January 2004 - February 2005
Eastern States Moving & Storage January 2003 - January 2004
Zumtobel Staff January 1998 - January 2002
Skills
Customer Service, Customer Relations, Microsoft Excel, Strategic Planning, Project Planning, Project Management, Microsoft Office, Microsoft Word, Leadership, New Business Development, Lighting, Pricing, Process Scheduler, Manufacturing, Management, PowerPoint, Team Building, Product Development, Contract Management, Sales Operations, Sales, Time Management, Team Leadership, Retail, Direct Sales, Contract Negotiation
Education
Collin County Community College 2013 — 2015
Associate of Arts (AA), Business Administration and Management, General
Hudson Valley School of Massage Therapy 2003 — 2004
LMT, Massage Therapy/Therapeutic Massage
High School from Arlington HS 1985 — 1990
BYU-Idaho September 2012 - Present
Federal Financial Group LLC May 2012 - Present
Boondocks Fun Center July 2010 - September 2012
Federal Financial Group June 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Public Speaking, Budgets, Strategic Planning
Education
Sal Lake Community College 2009 — 2012
General Associate of Science, Business Management; FinanceQualifications & Interests
Salt Lake Community College 2009 — 2012
Associate's degree
Brigham Young University - Idaho
Federal Financial Group LLC 2013 - 2015
The Real Estate Book Utah 2006 - 2008
Skills
Recruiting, Sales, Management, Printing, Advertising, Customer Service, Team Building, Fixed Annuities, Leadership, Life Insurance, Insurance, Microsoft Office
Education
Brigham Young University - Idaho 1991 — 1993
Office Education
Saveeinsurance January 2015 - Present
Little Italy/Street Wings April 2014 - Present
Federal Financial Group LLC August 2014 - December 2014
Panera Bread dba Original Bread Inc. October 2010 - April 2014
Papa Johns October 2008 - October 2010
Applebees International June 2001 - October 2008
Skills
Restaurant Management, Hospitality Management, New Store Openings, Financial Advisory, Health Insurance, Life Insurance, General Management, P&L review, Inventory Control, Employee Training, Strategic Hiring, Business Coaching, Job Scheduling, Organization Skills, Filing, Marketing Strategy, Serve Safe Certified, Food Safety, Food Quality, Catering, Catering Sales, Special Events..., Sales Promotion, Bartending, Shipping & Receiving, Curriculum Development, Volunteering, Soccer Coaching, Board of Directors, Yoga Instruction, Children's Yoga, Hatha Yoga, Nutritional Counseling, Personal Training, Sales Prospecting, Talent Scouting, Recruiting, Product Ordering, Customer Service, Labor Management, Service Management, Operations Management, Time Management, Team Building, Teamwork, Entertainment, Passionate about work, Public Speaking
Education
University of Missouri-Columbia 1995 — 1998
Blue Springs High School 1991 — 1995
Matthews General Construction June 2014 - Present
Toastmasters Club 770817 Chamber Ad Lib Orators October 2013 - February 2014
Nova Monda Cacao & Chocolate 2011 - June 2013
Central Rocky Mountain Permaculture Institute (CRMPI) April 2008 - October 2009
Many diverse job experiences- ask me 1990 - 2008
Federal Financial Group LLC 2006 - 2007
Contract Construction 2004 - 2006
NHU Foods 2004 - 2004
CASA GUATEMALA NGO 2003 - 2003
Skills
Customer-focused Sales, Problem Solving, Video Editing, Music, Yoga, Kettlebells, Humor, Permaculture, spanish, Carpentry, Drawing, Foraging, Home Repairs, Painting, Inductive Reasoning, ideaphoria, Customer Service, Photoshop, Public Speaking, Leadership, Sales Management, Spanish, Public Relations, Sales, Start-ups, Marketing Strategy, Event Management, Microsoft Office, Advertising, Organic Gardening, Tropical Ecology, Management, Ecology, Chocolate, Food, Entrepreneurship, Sustainable Agriculture, Product Development, Compost, Online Marketing, Market Research, Team Building, Social Media Marketing, Strategy, Marketing, Brand Development, Marketing Communications, New Business Development, Online Advertising, Market Planning
Education
Demartini Institute 2013 — 2013
Demartini Method Facilitator's Training, Human Behavior
Gaia University 2010 — 2011
Central Rocky Mountain Permaculture Institute 2008 — 2009
Permaculture Teacher Training, Permaculture Design
Djanbung Gardens Permaculture Research 2008 — 2009
Permaculture Design, Permaculture Design
Permaculture Research Institute 2008 — 2008
Permaculture Aid Worker Training
Shoshoni Yoga Center 2007 — 2007
Level 1 Hatha Yoga Teacher
Naropa University 2004 — 2004
Chicago School of Yoga 2003 — 2003
Level 1 Hatha Yoga teacher
Harold Washington College 2001 — 2002
Humanities
Community College of Denver 1999 — 2000
Design and Visual Communications, General
InsideSales.com February 2015 - July 2015
Discover Bank July 2013 - January 2015
Discover Financial Services August 2014 - October 2014
Cepia May 2013 - May 2013
Federal Financial Group LLC May 2011 - August 2011
1800 Contacts June 2008 - December 2008
Skills
Leadership, Health & Wellness, Sales, Customer Service, Nutrition, Marketing, Fitness, Sales Process, Supplements, Holistic Health, Entrepreneurship, Sales Presentations, Public Speaking, Sports Training, Predictive Analytics, Salesforce.com, Sales Operations, Motivation, Motivational Speaking, Sales Acceleration, Performance Metrics, Revenue Growth, Strategic Planning, Credit, Credit Risk, Call Centers, Relationship Management, Credit Analysis, Credit Cards, Payments, Creative Solutions, Creative Strategy, SaaS, Microsoft Office, Inside Sales, Marketing Strategy, CRM, Outlook, Lead Management, Sales Enablement, Strategy, Loans, Banking, Underwriting, Retail Banking, B2B
Education
Utah Valley University 2007 — 2014
Bachelor's Degree, Business Management
Utah Valley University 2007 — 2010
Associate's Degree, Business
Utah Valley University 2007 — 2012
Associate's Degree, Science
Parker University 2015 — 2018
Doctor of Chiropractic Medicine
Zoom-Fiber January 2014 - Present
RG3 Meter Utilities March 2015 - Present
Gozoe Wireless LLC February 2004 - Present
Mobile Computers and More February 2002 - Present
Combined Insurance February 2014 - May 2015
Federal Financial Group LLC June 2012 - January 2013
Primerica December 2010 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Management, Public Speaking, Sales, Insurance, Sales Operations, Telecommunications, Wireless, Team Leadership, Networking, Program Management, Team Building, Leadership, Policy
Education
East Texas Baptist University 1990 — 1993
Bachelor's degree, Kinesiology and Exercise Science
Hyde Park Baptist HS 1987 — 1988
HS Diploma bottom 4th of class :), Athletics
Sentinel Wealth Management LLC January 2015 - Present
Federal Financial Group LLC September 2010 - Present
Top Notch Window Cleaning Inc April 2005 - December 2011
United States Air Force July 2000 - July 2005
Skills
Sales, Critical Illness, Long-term Care, Microsoft Office, Loans, Leadership, Budgets, Long Term Care Insurance, Employee Benefits, Risk Management, Coaching, Team Building, Licensed Life, Retirement, Fixed Annuities, Insurance, Investments, Financial Services, Financial Planning, Retirement Planning, Management, Sales Management, Small Business, Strategic Planning, Term Life Insurance, Life Insurance
Education
UNLV 2000 — 2005
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Community College of the Air Force 1998 — 2000
Aflac September 2013 - Present
Federal Financial Group LLC 2014 - 2014
Blue Shield of California November 1999 - February 2013
Mercy Family Services August 1998 - October 1999
Skills
Insurance, Data Entry, Medical Terminology, Medical Billing, Administrative..., Health Insurance, Office 2010, Microsoft Office, Microsoft Word, PowerPoint, Outlook, Microsoft Excel, Windows 7, Accounting, Payroll, Customer Service, Data Management, Coordinating Schedules, Medical Education, Team Leadership, Claims Management, Medical Assisting, Front Office, Back Office, Phlebotomists, Medical Transcription, Carpet: ordering,..., Office Management, Proficient Typing Skills, Retail Sales, Entrepreneurship, Life Insurance, Disability Insurance, Friendly Personality, Networking, Medicare, HIPAA, Medical Records, Claim, HMO, Training
Education
Western Career College 1992 — 1993
Certification, Certified Medical Assistant AAMA, CMA
Sierra College 1988 — 1990
Practical Nursing, Vocational Nursing and Nursing Assistants
Chabot 1981 — 1983
Master of Business Administration (M.B.A.), Accounting and Business/Management
Dublin High School
Regular/General High School/Secondary Diploma Program
Garcia Financial Services August 2012 - Present
Federal Financial Group LLC July 2011 - July 2012
American General Life and Accident 2010 - July 2011
Response Mail Express 2003 - 2010
Skills
Direct Marketing, Advertising, Disability Insurance, Marketing Strategy, Insurance, Direct Mail, Strategic Planning, Marketing, Lead Generation, New Business Development, Customer Service, Public Speaking, Campaign Plans, Budgets, Life Insurance, Microsoft Office, Marketing Communications, Public Relations, Social Media Marketing, Small Business, Fixed Annuities, Online Marketing, Sales, Management
Education
University of South Florida 2003 — 2005
Mass Communications/Marketing
Federal Financial Group LLC May 2015 - Present
Oilfield Pipe and Supply LLC September 2013 - Present
Skills
Customer Service, Petroleum, Energy, Sales, Gas, Oil, Microsoft Office, Negotiation, Supervisory Skills, Contract Negotiation, New Business Development, Microsoft Excel, Sales Management, Energy Industry, Team Building, Procurement, Management, Operations Management, Pipelines, Purchasing, Budgets, Strategic Planning, Microsoft Word, Account Management, Inventory Management, Project Planning, Natural Gas
Education
Kilgore College 1994 — 1996
Geophysics and Seismology
American Heating and Air June 2014 - Present
Federal Financial Group LLC March 2012 - June 2014
Discover March 2008 - December 2011
Skills
Insurance, Business Managment, General Contracting, Customer Service, Sales, Team Building, Risk Management, Sales Management, Project Management, Training, Analysis, Leadership, Business Analysis, Finance, Microsoft Excel, New Business Development, Business Process
Education
Salt Lake Community College 2010 — 2012
Associate's degree, Business Administration and Management, General
Granite Peaks Adult Education Program 2005 — 2006
High school Deploma, General Studies
TriStar Homebuyers 2014 - Present
FortuneBuilders June 2013 - Present
Federal Financial Group LLC October 2011 - March 2013
Great American Group July 2010 - June 2011
CallSource January 2009 - June 2010
Teach Overseas July 2007 - July 2008
Skills
Excel, Financial Analysis, Customer Service, PowerPoint, Microsoft Excel, Sales, Access, Microsoft Office, Account Management, Team Management, Team Building, Analytics, Leadership, Finance, Management, Business Development, Salesforce.com, Marketing
Education
California Polytechnic State University-San Luis Obispo 2004 — 2007
BS, Business Administration
Federal Financial Group LLC February 2015 - Present
Colonial Life November 2014 - Present
Case&co Immobiliare June 2005 - November 2013
Case&co Immobiliare June 2005 - November 2013
Skills
Licensed Life & Health..., Insurance, Sellers, First Time Home Buyers, Short Sales, Investment Properties, Buyer Representation, Relocation, Single Family Homes, Foreclosures, Condos, Residential Homes, Listings, REO, New Home Sales, Real Estate Transactions
Education
Saddleback College
Associate of Arts (AA)
Università degli Studi di Genova
Lettere e Filosofia
Federal Financial Group LLC September 2013 - Present
Walgreens 2000 - 2013
Physicians Mutual 1999 - 2000
Allen Samuels East Texas Dodge 1999 - 2000
Southwest Glass Inc. 1989 - 1999
Skills
Life Insurance, Indexed Annuities, Debt Elimination, Tax Reduction, Customer Satisfaction, Cash Flow, Direct Sales, Retail Sales, Long Term Care Insurance, Product Marketing, Cross Selling, Inventory Management, Cash Management, Warehouse Control, Employee Training, Personnel Supervision, Vendor Management, Accounts Receivable, Kronos Timekeeping, Pharmacy, AS400 system, PowerPoint, Microsoft Word, Insurance, Sales
Education
LeTourneau University 2003 — 2005
Bachelor of Business Administration (B.B.A.)
Tyler Junior College 2000 — 2003
Associate's degree, Business Administration and Management, General
Washington Capitals August 2014 - Present
Federal Financial Group LLC January 2013 - July 2014
Orem Owlz Baseball April 2013 - September 2013
Utah Valley University June 2011 - June 2012
The Results Companies August 2009 - April 2012
Skills
Social Networking, Customer Service, Social Media, Microsoft Office, Copywriting, SEO, Public Speaking, Public Relations, Marketing, Event Planning, Event Management, Technical Writing, Blogging, Marketing Communications, Social Media Marketing, News Writing, Facebook
Education
Georgetown University 2014 — 2015
Master's degree, Sports Industry Management
Utah Valley University 2010 — 2014
Bachelor of Science (BS), communications, public relations
Income For Life April 2015 - Present
Federal Financial Group LLC September 2014 - May 2015
Golden Technology Corp. September 2001 - August 2014
Electronic Processing, Inc. August 1987 - August 2001
Skills
Small Business, Strategic Planning, Sales, Team Building, Retirement Planning, Management Consulting, Entrepreneurship, Leadership, Management, Start-ups, New Business Development, Sales Management, Employee Training, Executive Coaching, Training, Retirement, Insurance, Coaching, Marketing Strategy, Negotiation, Business Planning, Marketihg, Training & Development, Financial Planning, Wealth Accumulation
Education
Florida Southern College 1981 — 1983
MBA, Business Administration and Management, General
Colorado School of Mines 1974 — 1978
B.S., Metallurgical Engineering
Linkedin University
Gateway Strategies National Insurance March 2015 - Present
Lincoln Heritage August 2014 - Present
Federal Financial Group LLC March 2014 - Present
Toyota December 2013 - March 2014
Davison June 2013 - August 2013
Central Payment March 2013 - April 2013
BNY Mellon October 2008 - February 2013
Skills
Account Management, Salesforce.com, New Business Development, Solution Selling, Lead Generation, B2B, Marketing Strategy, Social Media, Sales Management, Sales Process, Cold Calling, SaaS, Accounting, Time Management, Finance
Education
Point Park University 2009 — 2014
Bachelor's degree, Accounting
Bradford School 2007 — 2008
Associate's degree, Accounting
SelectQuote Life Insurance Services October 2014 - Present
Comcast April 2013 - June 2014
Federal Financial Group LLC October 2008 - March 2013
Craig Scharf Insurance June 1994 - March 2013
Skills
Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Retirement Planning, Disability Insurance, Health Insurance, Sales, Retirement, Strategic Financial..., Employee Benefits, Customer Service, Long-term Care, Financial Services, New Business Development, Underwriting, Sales Management, Team Building, Marketing, Strategic Planning, Microsoft Excel, Microsoft Word, Microsoft Office, Cold Calling, Sales Operations, Management, B2B, Small Business, Whole Life
Education
Florida State University 1990 — 1992
Bachelor of Science (BS), Criminology
FCCJ 1988 — 1990
Associate of Arts (AA), Criminology
CBS Television Studios August 2015 - Present
NBC Sports August 2013 - Present
HDNet March 2013 - Present
The Huffington Post October 2012 - January 2013
Federal Financial Group LLC January 2012 - July 2012
EXPRESS July 2011 - January 2012
Express Clothing Company July 2011 - January 2012
US Navy December 2006 - July 2011
US Navy July 2005 - July 2011
Skills
Electronics, Intelligence, Leadership Development, Recording, Audio Editing, Audio Mixing, Audio Post Production, Keyboarding, Microsoft Office, Garageband, iMovie, Adobe Photoshop, Logic Pro, Adobe Audition, Microsoft Excel, Microsoft Power Point, Audio Engineering, Boom Operator, Mixer, Guitar Player, Digital Recording, Studio Design, Troubleshooting, Logistics, Pro Tools, Editing, Public Speaking, Guitar, Mastering, Spanish, Fitness, RF, Drums, Blueprint Reading, Intelligence Analysis, Instrumentation, Merchandising, Customer Service, Production, Audio, Sound, Word, Music Production, Music, ADR recording, Sound Editing, Sound Design, Audio Processing, Final Cut Pro, Military
Education
Los Angeles Film School 2013 — 2014
Bachelor of Science (BS), Entertainment Business, 3.2
Los Angeles Film School 2011 — 2013
Associate of Science, Audio Engineering
Center for Information Dominance 2005 — 2006
Certification, Electrical Engineering (Electronic Intelligence)
Acoustico Inc September 2014 - Present
Federal Financial Group LLC September 2013 - Present
Robert Half International September 2013 - April 2014
Self Employed July 2012 - March 2013
Discover Financial Services April 2012 - July 2012
Deep Powder Marketing June 2010 - December 2011
The Local Pages Inc. February 2008 - June 2010
Affiliated Computer Services January 2005 - February 2008
Cendent Inc. August 2005 - November 2006
ACS March 2003 - February 2005
Skills
Hiring, Sourcing, Negotiation, Talent Acquisition, Full-cycle Recruiting, Regional Management, Area Management, Training & Development, Recruiting, Management, Social Media, Employee Training, Social Networking, SDLC, Sales, Talent Management, CRM, Strategic Planning, Training, Technical Recruiting, College Recruiting, Employee Relations, Applicant Tracking..., Permanent Placement, Screening, Job Fairs, Start-ups, Temporary Staffing, Internet Recruiting, Human Resources, Customer Satisfaction, Cold Calling, Screening Resumes, Interviews, Job Descriptions, Resume Writing, Temporary Placement, Leadership, Personnel Management, Staffing Services, Onboarding, Benefits Negotiation, Executive Search, Corporate Recruiting, Staff Augmentation, Contract Recruitment, Taleo
Education
Brigham Young University 1983 — 1985
Business
Brigham Young University - Idaho 1982 — 1983
Dance/ Business Developement, Business Development
The MLS Group October 2007 - Present
The MLS Group April 2006 - Present
AFLAC October 2007 - July 2014
Federal Financial Group LLC 2012 - 2014
AFLAC 2007 - 2010
High Rock Services April 2006 - May 2009
West Highland Baptist Church 2000 - 2006
Skills
Leadership Development, Organizational..., Insurance, Benefits, Employee Benefits, Wealth Development, Motivational Speeker, Estate Planning, Fixed Annuities, Retirement Planning, Wealth Management..., Wealth Accumulation..., Long Term Care Insurance, Public Speaking, Health Insurance, Agents, Guaranteed Lifetime..., Annuity sales, IRA's, Asset Protection, Universal Life, Term Life Insurance, Annuity Sales, IRAs, Disability Insurance, Customer Service, Leadership, Life Insurance, Whole Life, Retirement, Strategy, Accident, Long-term Care, Training, Coaching, Small Business, Financial Services, Finance, Program Management, B2B, 401k, Nonprofits, Critical Illness, Health Savings Accounts, Strategic Financial..., Property & Casualty..., Benefits Administration, Workers Compensation, Underwriting, Brokers
Education
Bethel University 1992 — 2007
DMin, Leadership
Denver International Theological Seminary 1975 — 1978
MDiv., Thelogy; Counseling
Columbia International University 1971 — 1975
bs, Biblical Education
University of Nevada Las Vegas August 2014 - Present
University of Nevada Las Vegas May 2012 - August 2014
Federal Financial Group LLC November 2011 - January 2012
Pocatello Chubbuck School District No. 25 August 2002 - June 2011
Skills
Higher Education, Teaching
Education
Idaho State University 1994 — 1999
BA, Elementary Education
Highland Senior High School 1991 — 1994
High School Diploma
Federal Financial Group LLC May 2013 - Present
Federal Financial Group LLC January 2012 - May 2013
Federal Financial Group LLC 2003 - 2012
Skills
Strategic Financial..., Tax Free Retirement, Life Insurance, Human Resources, Organizational..., Risk Management, Training, Employee Relations, Employee Benefits, Benefits Administration, Benefits Design, Employee Handbooks, Safety, MSHA Certified, Retirement, Retirement Planning, Health Insurance, Fixed Annuities, Insurance, Disability Insurance, Term Life Insurance, Strategic Planning, Financial Planners, Leadership, Sales Management, 401k, Call Centers, Wealth, Underwriting, Long-term Care, IRAs, Coaching, Estate Planning, Account Management, Financial Services, Investments, Small Business, Analysis, Management, Series 6, Conflict Resolution, Corporate Communications, Public Relations, Mortgage Lending, Retirement Plan..., Financial Advisory, General Insurance, Financial Planning, Sales
Education
Brigham Young University
Undergraduate, Business Administration and Management, General
University of Utah - David Eccles School of Business
Accounting and Finance
Universtiy of Phoenix
BS, Business Administration
CedarWood International December 2012 - Present
Federal Financial Group LLC October 2012 - February 2013
Verizon Wireless August 1999 - June 2012
Skills
Direct Sales, Sales, Customer Service, Customer Retention, Customer Satisfaction
Education
Assemblies of God Theological Seminary 1998 — 2004
Master of Divinity (MDiv), Administration of Theological Education and Intercultural Ministry
Valley Forge Christian College 1992 — 1997
Bachelor of Religious Education (BRE), Double Majored in Education and Intercultural Ministry
Federal Financial Group LLC July 2014 - Present
Thursday Fellowship Men's Luncheon 2011 - Present
JHL Resources 1989 - Present
Ministry Partners Securities LLC April 2013 - June 2014
Aflac October 2013 - May 2014
Ministry Partners Securities LLC October 2009 - April 2013
Strongtower Financial, Inc. May 2001 - September 2009
Fresno County Sheriff's Office 2006 - 2008
Calvary Baptist Church 1996 - 1997
John H. Lester 1989 - 1993
Skills
Employee Benefits, Life Insurance, Fixed Annuities, Indexed Annuities, Variable Annuities, Investments, Equities, Fixed Income, Family Law, Criminal Law, Bankruptcy, Christian Apologetics, Systematic Theology, Discipleship Training, Christian Ministry, Capital Markets, Coaching, Corporate Finance, Corporate Governance, Customer Service, Due Diligence, Financial Analysis, Investor Relations, Public Speaking, Sales, Team Building, Strategic Planning, Leadership Development
Education
Southwestern Baptist Theological Seminary 1993 — 1996
Master of Divinity with Biblical Languages
South Texas College of Law 1983 — 1986
Doctor of Jurisprudence, Law
Southern Methodist University 1979 — 1983
Bachelor of Arts, History
Southern Methodist University 1979 — 1983
Bachelor of Arts, Political Science and Government
The Legacy Council (TLC) April 2011 - Present
UnitedHealthcare January 2012 - September 2013
Federal Financial Group LLC February 2012 - August 2012
Land Rover USA February 2010 - April 2011
Gold's Gym International August 2006 - February 2010
Skills
Consultative Selling, Customer Retention, Cold Calling, Sales Operations, Business Analysis, Training, Competitive Analysis, Business Development, Profit, Account Management, Sales, Forecasting, Recruiting, Personal Development, Direct Sales, Performance Management, P&L Management, Personnel Management, Team Leadership, Customer Service, Start-ups, Customer Satisfaction, Market Planning, B2B, Contract Negotiation, Business Planning, Customer Acquisition, Finance, Small Business, Team Building, Online Marketing, Management, Retail, Friendly Personality
Education
Northern Kentucky University 2001 — 2003
B.S., Business Management
Tiffin University 1998 — 2000
Associate of Science (A.S.), Business
Federal Financial Group LLC March 2012 - Present
Skills
Sales, Fixed Annuities
Education
Nevada State College
Bachelor of Applied Science (B.A.Sc.), Public Administration of Law Enforcement
Guide Star Financial January 2014 - Present
Federal Financial Group LLC January 2013 - Present
Principal Financial Group April 2011 - April 2012
Transamerica Retirement Management July 2009 - January 2011
Ameriprise Financial Services, Inc. 2004 - 2009
Cenex Harvest States April 1992 - July 1994
Northwestern Mutual September 1985 - August 1990
Skills
Public Speaking, Speaking at Rotary..., Toastmasters, Insurance, Strategic Financial..., Retirement, Small Business, Retirement Planning, Entrepreneurship, Coaching, Microsoft Office, Leadership Development, Customer Service, Management
Education
University of Minnesota-Twin Cities 1972 — 1976
BS, Agronomy/Soil Science
Worthing Senior High School
Federal Financial Group LLC January 2013 - Present
American Integrity Solutions January 2011 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java
Education
Florida International University 1976 — 1977
New York Institute of Technology-Old Westbury 1973 — 1976
Federal Financial Group, LLC November 2010 - Present
Independent Insurance Agents and Brokers of America November 2010 - Present
Key Insurance Agency September 2011 - January 2015
MetLife Investors June 2004 - November 2010
First Investors Corporation March 1997 - June 2004
Skills
Registered Financial..., Coaching, Financial Analysis, Cost Efficiency, Value Investing, Insurance Planning, Business Strategy, Risk Management, Estate and Trust..., Tax Reduction Strategies, Sales Management, Financial Planners, Finance, Estate Planning, Retirement, Insurance, Asset Management, Financial Advisory, Portfolio Management, Employee Benefits, Tax, Retirement Planning, Investments, Fixed Annuities, Business Planning, Financial Planning
Education
Indiana University Bloomington 1992 — 1996
School of Public and Environmental Affairs, Government Finance and Budgeting
Five9 August 2014 - Present
ServiceLive, Inc. January 2014 - August 2014
LeafGuard by Beldon November 2012 - January 2014
Federal Financial Group, LLC May 2011 - August 2012
Hilton Head Guest Services November 2008 - November 2010
Escapes Worldwide January 2007 - November 2008
Heritage Marketing 2002 - 2007
Vacation Depot 2000 - 2002
Epic Resorts 1998 - 2000
Skills
New Business Development, Project Management, Insurance, Public Speaking, Customer Service, Sales Management, Direct Marketing, Marketing Strategy, Marketing, Sales, Account Management, Coaching, Product Development, Strategic Planning, Retirement Planning, Microsoft Office, Online Advertising, Advertising, Team Building, Budgets, Call Centers, Sales Process, Business Development, Management, Training, Leadership, Selling, Customer Satisfaction, Cold Calling, Direct Sales, Customer Retention, Lead Generation, Negotiation, Predictive Dialers, Online Marketing, Forecasting, Customer Acquisition, Team Management, SEO, Team Leadership, Start-ups, Telemarketing, B2B, Business Strategy, Time Management, CRM, Small Business, Marketing Communications, Entrepreneurship, Sales Operations
Education
Daytona State College 2010 — 2011
Seminole Community College
Lake Howell High
Federal Financial Group, LLC January 2010 - Present
American General Life and Accident March 2005 - November 2009
BNI 2007 - 2009
Key West Financial Services March 2003 - December 2004
American Principal Financial February 2003 - August 2003
Skills
Disability Insurance, Life Insurance, Long-term Care, Insurance, Fixed Annuities
Education
University of Illinois at Urbana-Champaign 1975 — 1979
Bachelor of Arts, Architecture
Marmion Military Academy 1971 — 1974
High School, Graduated 1st Lt. JROTC
Federal Financial Group LLC April 2014 - Present
Sid Financial May 2012 - April 2014
Apexon, Inc. March 2006 - February 2009
IPSolutions, Inc. February 2002 - April 2005
DoveBid, Inc. July 2000 - September 2001
Raychem & Tyco International May 1988 - July 2000
Raychem 1988 - 2000
Skills
Human Resources, Employee Relations, New Hire Orientations, Benefits Administration, Administrative..., Office Management, Strategic Planning, Process Improvement, Start-ups, Outlook, Microsoft Office, Project Management, Leadership, Cross-functional Team..., Business Strategy
Education
California State University-Sacramento 1985 — 1988
B.A., Education/Sociology
Self-employed December 2013 - Present
Federal Financial Group LLC 2014 - 2014
Skills
General Insurance, Commercial Insurance, Property & Casualty..., Life Insurance, Umbrella Insurance, Whole Life, Indexed Annuities, Disability Insurance, Health Insurance, Term Life Insurance, Genealogy, Universal Life, Homeowners, Insurance, Customer Service, Sales, Team Building, Marketing, New Business Development, Small Business, Strategic Planning
Education
Henry Ford Community College 1983 — 1987
Schoolcraft College 1980 — 1983
Security National Life March 2014 - Present
Aviva USA September 2013 - Present
Federal Financial Group LLC July 2013 - Present
Federal Financial Group LLC 2013 - Present
Federal Financial Group LLC 2013 - Present
Site Inspections, LLC 2011 - Present
Site Inspections, LLC 2011 - Present
Site Inspections, LLC 2011 - Present
Waller Group 2007 - 2011
Skills
Foreclosures, First Time Home Buyers, Risk Management, Short Sales, Sellers, Investment Properties, General Lines Life,..., Life insurance and..., Insurance, Real Estate, Buyer Representation
Education
Kaplan College-Dallas 2013 — 2013
Life, Accident And Health State Exam Prep, 86
Suprimo Insurance Services LLC. August 2015 - Present
Federal Financial Group LLC November 2014 - Present
Prudential Financial April 2013 - November 2013
American National Insurance July 2010 - April 2013
Reliable/United insurance company of America October 1995 - May 2008
ESSO / Mari Gas Co. January 1979 - May 1989
Oil & Gas Development Company Ltd. Pakistan October 1975 - December 1978
UET(UNIVERSITY OF ENG. & TECH.) Lahore June 1975 - October 1975
Skills
Sales, Insurance Training, Insurance Background, Insurance, Management, Management Engineering, Training, Risk Management, Long Term Care Insurance, Property and Casualty..., Commercial Insurance, Health Insurance, Annuity Sales, Term Life Insurance, Universal Life, Drilling Engineering, Well Construction, Oil/Gas, Oil & Gas Exploration, Production Pipeline, Oilwell testing, Corrosion Protection, Water disposal, Reservoir Engineering, Secondary Recovery, Teaching, Life and Health CE, Retirement Planning, Medicare Advantage, Oil and Gas Field..., Public Speaking, International Business..., Business Development..., Scheduling Management, Incentive Programs, Employee Evaluation, Corporate Budgeting, Presentation Development, Oil and Gas Production, Oil Field Evaluations, Oil & Gas Processing, Gas Measurements, Sales Motivation, Recruiting, Corporate Communications, Interviewing Skills, Talent Developer, Field Supervision, Executive Reports, Staff Appraisal
Education
Imperial College London 1973 — 1974
Master's degree, Petroleum Engineering
University of Engineering and Technology, Lahore 1968 — 1973
Bachelor of Applied Science (B.A.Sc.), Petroleum Engineering, First Class First
Industrial Info Resources August 2014 - Present
Industrial Info Resources July 2013 - August 2014
Fry's Electronics June 2012 - September 2012
Federal Financial Group LLC August 2011 - December 2011
Northwestern Mutual December 2010 - May 2011
Skills
Training, Financial Analysis, Data Analysis, Life Insurance, Analysis, Retirement Planning, Strategic Financial..., Market Research, Microsoft Office, Leadership, Risk Management, Finance, Financial Modeling, Management, Fixed Annuities, Microsoft Excel, Insurance, Business Strategy, Employee Benefits, PowerPoint, Investments, Financial Services, Microsoft Word, Strategic Planning, Health Insurance, Globalization, Game Theory, Economics, Estate Planning, Military Skills, Energy Economics, Analytical Skills, Mathematics, Mutual Funds, MRP, ERP, SAP, EDIS, Outlook, 401k, Wealth Accumulation, International Trade, Martial Arts, Military Experience, Financial Planning, AutoCAD, Thermodynamics, Fluid Mechanics, Fluid Dynamics
Education
University of Texas at Tyler 2013 — 2016
Bachelor of Science (B.Sc.), Mechanical Engineering
University of Houston, C.T. Bauer College of Business 2010 — 2012
Corporate Entrepreneurship, 3.6
University of Houston 2008 — 2012
BS, Economics/Global Business
Federal Financial Group LLC August 2013 - Present
New York Life Insurance Company September 2011 - August 2013
Service Corporation International 2001 - 2011
Skills
Retirement, Finance, Insurance, IRAs, Estate Planning, Fixed Annuities, Tax-advantaged..., Wealth Accumulation, Long Term Care Insurance, Retirement Planning, Strategic Financial..., Life Insurance, Term Life Insurance, Disability Insurance, Long-term Care
Education
Northwestern University 1977 — 1982
BA, Music
Henry Sibley Senior High Shool 1974 — 1977
Forum Real Estate April 2015 - Present
The Madison Group, Inc. August 2012 - April 2015
W.J. BRADLEY MORTGAGE CAPITAL, LLC November 2011 - July 2012
Federal Financial Group LLC January 2008 - January 2011
BUILDERS REALTY LLC January 2001 - January 2007
Skills
Accounting, Public Speaking, Underwriting, Customer Service, Process Improvement, Life Insurance, Microsoft Office, Multiple Listing Service, Project Management, Executive..., Assisting Executives, Office Management, Team Building, Strategy, Budgets, Leadership, Financial Analysis
Education
Metropolitan State University 2012 — 2015
Bachelor of Science, Business Administration
Arizona Institute of Business & Technology 2002 — 2002
Diploma, Accounting
Federal Financial Group LLC June 2014 - Present
Internal Revenue Service October 1983 - March 1985
Skills
Insurance, Mentoring, Public Speaking, Coaching, Writing, Strategic Planning, Social Networking, Teaching, Budgets, Event Planning, Team Building, Sports, Event Management, Healthcare, New Business Development, Customer Service, Microsoft Word, Program Management, Leadership Development, Fundraising, Social Media, Marketing Strategy, Sales Management, Entrepreneurship, Training, Marketing, Nonprofits, Leadership, Social Media Marketing, Marketing Communications, Advertising, Sales, Online Marketing, Email Marketing, Contract Negotiation, Management
Education
University of Louisiana at Lafayette 1976 — 1982
Bachelor, Fine Arts
University of Southwestern Louisiana 1976 — 1982
Bachelor of Applied Arts, Fine/Studio Arts, General
Forum Energy Technologies October 2014 - March 2015
Cavco Industries, Inc. July 2014 - October 2014
Continental October 2010 - July 2014
Federal Financial Group LLC June 2012 - January 2013
Minigrip October 2006 - November 2007
Chattleff Controls December 2004 - October 2006
Skills
Retirement Planning, Long Term Care Insurance, Retirement, Critical Illness, Fixed Annuities, Indexed Annuities, Training, Term Life Insurance, Sales, Customer Service, Workers Compensation, Licensed Life & Health..., General Insurance, Insurance, 401k, Strategic Financial..., Medicare, Employee Benefits, Universal Life, Long-term Care, Health Insurance, Life Insurance, IRAs, Small Business, Management, Leadership, Microsoft Office, Team Building
Education
Crowley's Ridge College 1991 — 1992
Business Administration and Management, General
Erhard Insurance Agency for Life October 1999 - Present
Federal Financial Group LLC 2009 - 2012
Trinity Children & Family Services August 2002 - October 2006
Skills
Customer Service, Life Insurance, Disability Insurance, Long-term Care, IRAs, Health Insurance, Roth IRA, Long Term Care Insurance, Strategic Financial..., 401k Rollovers, 401k, Permanent Life Insurance, equity Indexed Annuities, Microsoft Excel, Retirement Planning, Financial Planners, Equity Indexed Annuities, Life & Health Insurance..., Estate Planning, Underwriting, Financial Planning
Education
Grove City College 1971 — 1975
BA, History/Political Science/Aerospace Studies
Penn State University 1972 — 1973
Bachelor's degree, Community Relations
Walden University February 2010 - Present
Federal Financial Group LLC June 2005 - January 2007
Allstate Insurance Company May 2004 - October 2004
Fazoli's Restaurant January 2001 - January 2004
Education
University of Phoenix 2002 — 2009
MBA, Business Administration
University of Phoenix
Masters, Business Administration
University of Phoenix
BS, Business Management and Business Administration
Market Place Mortgage Corp. January 2014 - Present
AFLAC March 2010 - Present
Federal Financial Group LLC 2010 - Present
H Allan - Musician January 1976 - Present
The Federal Savings Bank 2013 - 2014
CF Funding 2009 - March 2010
The Mortgage Exchange 2001 - 2008
The L A Sax Company 1991 - 2001
A-Z Entertainment 1988 - 1996
Skills
Sales, Marketing, Negotiation, Marketing Communications, Insurance, Music, Entertainment, Singing, Team Building, Real Estate, Training, Sales Management, Customer Service, Guitarist, Sound, Guitar, Finance, Account Management, Selling, Band
Education
Columbia College Chicago 1988 — 1991
Bachelor of Arts, Arts, Music, Business
Southern Illinois University, Carbondale 1986 — 1988
Deerfield High School 1983 — 1986
Workspot, Inc November 2014 - Present
HCT America November 2013 - October 2014
Axis Benefits August 2012 - July 2013
Federal Financial Group LLC 2012 - 2013
Skills
Sales, Telecommunications, Mobile Devices, Management, BYOD, Microsoft Office, Wireless, Highly Dedicated, Positive Personality, Selling, Cold Calling, Microsoft Word, EMC compliance, Microsoft Excel, Outside Sales, Personnel Management, Microsoft Exchange, Salesforce.com, FCC, Compliance, CRM, Enterprise Mobility, Sales Process, Cross-functional Team..., Business Development, Remote Access, Product Management, New Business Development, Workspace
Education
University of California, Santa Cruz 2007 — 2009
Bachelor of Arts (BA), Economics
Federal Financial Group LLC 2009 - Present
ERS (Elite Realty Services) 2005 - Present
Education
ITT Technical Institute-Rancho Cordova 1994 — 1997
Bachelor of Applied Science (B.A.Sc.), Electrical and Electronics Engineering, National Vocational-Technical Honor Society (NV-THS)
Kaplan Test Prep October 2013 - Present
Kaplan University December 2009 - October 2013
Federal Financial Group LLC March 2007 - December 2009
Skills
Admissions, Higher Education, Student Affairs, Adult Education, Leadership Development, Enrollment Management, Staff Development, Public Speaking, CampusVue, Customer Retention, Customer Service, Team Building, Retaining Customers, Student Engagement, Academic Administration, Student Recruiting, Training, Admissions Counseling, Coaching, Courses, College Recruiting
Education
Kaplan University 2015 — 2017
Master's degree, Business Administration and Management, General
Kaplan University 2010 — 2012
BS in Health and Wellness, Health and Wellness, General
Edison Community College 2002 — 2005
Associate of Arts (A.A.), General Studies
Wells Fargo Home Mortgage July 2012 - Present
Federal Financial Group LLC March 2011 - July 2012
Mutual Of Omaha February 2011 - April 2012
Aetna August 2009 - March 2011
Enterprise Rent-A-Car May 2006 - February 2009
Skills
Insurance, Marketing, Customer Service, Team Building, Sales, Cold Calling, Microsoft Office, Resume Writing, Universal Life, Wealth, Whole Life, Life Insurance, Roth IRA, Health Insurance, Term Life Insurance, Homeowners, Long Term Care Insurance, Disability Insurance, Long-term Care, Mortgage Marketing, Mortgage Lending, Business Development, Residential Mortgages, Retirement, 401k Rollovers, Financial Planners, Refinance, Investments, Debt Consolidation, Mortgage Banking, Loans, Lead Generation, Fixed Annuities, VA loans, FHA, Online Marketing, Real Estate, Social Media, Social Networking, Strategic Financial...
Education
The University of Texas at San Antonio
Bachelors, History
One on One Baskeball, Inc July 2013 - Present
Connextions October 2013 - January 2014
Federal Financial Group LLC January 2013 - July 2013
Harvard Risk Management June 2012 - June 2013
BroadPath Healthcare Solutions October 2012 - January 2013
Kishpaugh's Insurance Solutions March 2012 - August 2012
Longevity Alliance November 2009 - February 2012
Kishpaugh's Insurance Solutions January 2005 - November 2009
Altig - American Income Life Insurance Company July 2003 - December 2005
Skills
Customer Service, Team Building, Leadership, Strategic Planning, Self-confidence, Basketball Coaching, Youth Development, Physical Education, Sports Nutrition, Party Planning, Fundraising, Soccer Coaching, Flag Football, Volleyball, Dance, Birthday Parties, Jump Rope, Running, Personal Training
Education
ASU 2012 — 2016
University of Nevada-Reno 2001 — 2002
no degree
Federal Financial Group LLC April 2015 - Present
M BJORN PETERSEN TRANSPORTATION July 2010 - November 2014
Liberty Tax Service January 2010 - November 2014
CVS Caremark Corporation April 2001 - December 2009
ComTech Systems, Inc. February 2000 - April 2001
City of Phoenix September 1993 - January 2000
Skills
Accounting, Accounts Payable, Budgets, Customer Service, Databases, Financial Analysis, Leadership, Management, Managerial Finance, Microsoft SQL Server, Operations Management, Process Improvement, QuickBooks, SAP, Tax Preparation, Team Building, Training, Transportation, Troubleshooting
Education
DeVry Institute of Technology 1999 — 2000
BSIT, Information Technology
Arizona State University 1984 — 1986
Bachelor of Science Finance
Federal Financial Group LLC October 2014 - Present
CVS Pharmacy April 2014 - September 2014
Barclays Bank Ghana PLC January 2008 - October 2009
Ghana Education Service September 2002 - December 2007
Skills
Management, Sales, Leadership, Research, Training, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Strayer University 2011 — 2014
BSc, Accounting, Accounting
City of New Braunfels, TX September 2014 - Present
City of New Braunfels June 2014 - September 2014
Federal Financial Group LLC June 2013 - February 2014
Mutual of Omaha May 2012 - July 2013
The Scooter Store March 2012 - December 2012
TradeSTAR, Inc, Carroll Systems, Spawglass August 2009 - March 2012
FedEx Ground May 2007 - March 2009
Skills
EMT Basic as of 6/15, First Aid, Introduction to the..., Swimming Instructor for..., 4 years customer service, Fixed Annuities, Licensed Life & Health..., Term Life Insurance, Life Insurance, Disability Insurance, IRAs, Health Insurance, Long-term Care, Whole Life, Certified Electrician..., Critical Illness, Retirement, Medicare, Indexed Annuities, Insurance, Employee Benefits, 401k Rollovers, Management, Sales Management, Team Building, Sales, Training, Microsoft Office, Strategic Planning, Budgets, Karate, Contract Negotiation, Operating tractors,..., Kung Fu, 5 years Japanese jujitsu, Account Management, Marketing, Painting, Pressure Washing, 5 years aiki jujitsu, OSHA Certified, 5 years judo
Education
Texas State University-San Marcos 2005 — 2009
Bachelor of Science (B.S.), Biochemistry
Clear Creek High School 2000 — 2005
High School Diploma
Palo Alto College
Emergency Medical Technology/Technician (EMT Paramedic)
WeDontFitIn.com June 2015 - Present
Bam Development May 2015 - Present
Sweb Development May 2015 - July 2015
Silverleaf Resorts November 2014 - April 2015
Saltgrass Steak House September 2014 - November 2014
Federal Financial Group LLC July 2013 - August 2014
Vector Marketing August 2011 - December 2011
Kroger March 2010 - July 2011
Skills
Music, Teaching, Entrepreneurship, Social Media, Social Networking, Marketing, Social Media Marketing, Small Business, Customer Service, Marketing Strategy, Online Advertising, Advertising, Online Marketing, Facebook
Education
Trinity University 2012 — 2016
Trinity University 2012 — 2016
Hightower High School
Trinity University
California League of Food Processors April 2015 - Present
California Grocers Association August 2014 - March 2015
Federal Financial Group LLC January 2013 - May 2013
Scott McDonald and Associates April 2012 - December 2012
Insphere Insurance Solutions December 2011 - March 2012
Skills
Customer Service, Fixed Annuities, Team Building, Health Savings Accounts, Accident, Microsoft Excel, Leadership, Healthcare, Public Speaking
Education
Brigham Young University 1996 — 1999
Bachelors of Arts, History
Modesto Junior College 1994 — 1996
Associates of Arts, General Studies
Federal Financial Group, LLC November 2010 - Present
Skills
Loans, Insurance, Retail Banking, Credit, Employee Benefits, Training, Management, Small Business, Sales, Business Development, Coaching, Portfolio Management, Analysis, Underwriting, Life Insurance, Retirement Planning, Financial Services, Banking, Strategic Financial..., Fixed Annuities, Finance, Retirement, IRAs, Customer Service, Team Building, Leadership, Term Life Insurance, Marketing, Sales Management, Disability Insurance, Financial Planning
Education
University of North Texas 1994 — 1997
American Benefit Services, Inc. October 2013 - Present
Federal Financial Group LLC March 2013 - July 2013
AT&T August 2012 - February 2013
ESPN November 2010 - November 2011
University Directory February 2011 - July 2011
Shelco, LLC April 2009 - August 2010
Skills
Research, PowerPoint, Microsoft Office, Event Planning, Public Speaking, Microsoft Excel, Microsoft Word, Higher Education, Social Media, Customer Service, Teaching, Time Management, Fundraising, Community Outreach, Event Management, Facebook, Social Networking, Teamwork, Nonprofits, Data Entry
Education
University of South Carolina - Darla Moore School of Business 2008 — 2012
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
North Mecklenburg High School 2004 — 2008
Safe Money January 2014 - Present
Federal Financial Group LLC 2005 - Present
Eric J. Poos Financial and Insurance Services January 2001 - January 2014
AXA Advisors 1993 - 1999
Skills
Financial Planning, Investment Strategies, Health Insurance, life insurance design, Life Insurance, Strategic Financial..., Insurance, Fixed Annuities, Retirement, Retirement Planning, Long-term Care, Term Life Insurance, IRAs, Wealth, Disability Insurance, Estate Planning, Financial Services, Investments, 401k, Mortgage Lending, Financial Planners, Financial Advisory, Whole Life, Universal Life, Sales
Education
California State University, Fresno 1986 — 1993
Bachelor of Business Administration (B.B.A.), Finance, General
Fresno State University 1985 — 1993
BS, Business administration with emphasis on Finance
UC Berkeley 1983 — 1983
Federal Financial Group LLC 2011 - Present
Top Notch Window Cleaning, Inc. 2008 - 2011
Friedmutter Group 2006 - 2008
Mandalay Bay 2003 - 2006
Skills
Insurance, Customer Service, Microsoft Excel, PowerPoint, Employee Relations, Microsoft Word, Microsoft Office, Executive Support, Training, Calendaring, Coaching, Team Building, Leadership, Outlook, Human Resources, Expense Management, Customer Satisfaction, Life Insurance, Fixed Annuities, 401k, Sales Management, Long-term Care, Retirement Planning, Term Life Insurance, Retirement, Small Business, Management, Strategic Financial..., Finance, Disability Insurance, Financial Services, Health Insurance
Education
UNLV 2000 — 2004
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
University of Nevada-Reno 2001 — 2002
Federal Financial Group LLC April 2012 - Present
The Benefit Depot 2010 - Present
RHG May 2010 - 2013
Life Extension Foundation 1995 - 1997
Skills
Sales Management, Marketing, Retirement Plan..., Life Insurance, Health Insurance, Disability Insurance, Retirement, Fixed Annuities, Insurance, Direct Sales, Long-term Care, Term Life Insurance, Employee Benefits, Sales, Critical Illness, Call Centers, Financial Services, Small Business, Medicare, Account Management, Whole Life, Mortgage Lending, IRAs, Long Term Care Insurance, Team Building, Retirement Planning, Financial Planners, 401k, Underwriting, General Insurance, Strategic Financial..., Estate Planning, Workers Compensation, Property & Casualty..., Health Savings Accounts, Financial Advisory, Series 6, Umbrella Insurance, Universal Life, Investments, Accident, Indexed Annuities, Commercial Insurance, Group Insurance, Wealth Management, Customer Retention, Cold Calling, Liability, Telemarketing, Brokers
Education
Cash Browns School of Insurance 2010 — 2010
215 License, Insurance
Broward Community College 2000 — 2003
Associates, Nursing
Federal Financial Group LLC 2011 - Present
Skills
Automotive Restoration, Welding, Archery, Skydiving, Downhill Skiing, Dance, Hunting, Mountaineering, Firefighting, Weight Training, Running, Reading, Life Insurance, Term Life Insurance, Finance, Sales, Management, Insurance, Customer Service, Fixed Annuities, Team Building
Education
Brigham Young University - Idaho 1979 — 1981
Liberal Arts and Sciences, General Studies and Humanities
Evergreen Devco, Inc. September 2014 - Present
Federal Financial Group LLC October 2013 - Present
La Dolce Vita Biscotti April 2012 - October 2013
Integrated Accounting Services LLC September 2011 - April 2012
Farmers Insurance March 2011 - September 2011
Skills
Customer Service, Retirement Planning, Public Speaking, Team Building, Negotiation, Coaching, New Business Development, Financial Analysis, Strategic Planning, Budgets, Microsoft Excel, Microsoft Office, Marketing Strategy, Small Business, Business Planning, Account Management, Sales, Insurance, Marketing, Life Insurance, Fixed Annuities, Leadership
Education
Arizona State University 2000 — 2004
B.A., Interdisciplinary Humanities
My Network One, Brevard 2011 - Present
Federal Financial Group LLC May 2009 - April 2011
Various Fortune 500 Companies August 1988 - May 2009
Skills
Social Networking, Management, Public Speaking, Writing, Blogging
Education
Ottawa University-Phoenix 1998 — 2000
BA, Management
Hellgate High School, Missoula, Mt
Federal Financial Group LLC January 2014 - Present
Insphere Insurance Solutions January 2013 - January 2014
Wake County Public School System January 2012 - January 2013
Wake County Sheriff's Office March 2002 - January 2012
Skills
Licensed Life & Health...
Education
North Carolina Central University 2000 — 2002
Louisburg College 1999 — 2000
Home Mortgage Alliance May 2013 - Present
Federal Financial Group LLC September 2010 - Present
Citywide Home Loans June 2011 - September 2012
Destiny Lending 2005 - 2007
Quality Mortgage Solutions January 2001 - December 2006
Skills
Estate Planning, Health Insurance, Mortgage Banking, Insurance, Financial Planning, Retirement Planning, Retirement, Annuities, Mortgage Lending, Refinance, FHA, Mortgage Planning, Disability Insurance, Long Term Care, Money, Investment Properties, Wealth, Wealth Management, IRA's, 401k, Sales Management, Asset Management, Employee Benefits, Asset, IRAs, Fixed Annuities, Strategic Financial..., Long-term Care, Loans, Investments, Budgets, Real Estate, Financial Services, Banking, Finance, Mutual Funds, Sales, Training, Small Business, Life Insurance, Underwriting, Business Planning, Term Life Insurance, Loan Origination, Financial Planners, Universal Life, Long Term Care Insurance, Series 6, Whole Life, Credit
Education
Colorado State University
Windsor High School
Achieve Today August 2013 - Present
Producer Mastery September 2012 - May 2013
Federal Financial Group LLC September 2007 - December 2011
University of Phoenix May 2003 - October 2007
Aud Jobber May 2002 - October 2002
Skills
Small Business, Life Insurance, Fixed Annuities, Financial Analysis, Team Building, Strategic Planning, Sales, Customer Service, Strategic Financial..., Employee Benefits, Investments, Business Strategy, Insurance, Retirement Planning, Budgets, Public Speaking, Retirement, Sales Management
Education
Brigham Young University - Idaho 1999 — 2003
BSB/A, Finance
Federal Financial Group LLC March 2009 - Present
J E Powell 1992 - Present
J E Powell September 1994 - Present
Americn Home Mortgage March 2006 - December 2006
Countrywide April 2005 - April 2006
Washington Mutual February 2002 - April 2005
George S May International Company March 2000 - September 2001
Bicycle Land Inc./ Labor Force August 1991 - August 1994
Southland Corporation June 1988 - August 1991
American Multi-Cinemas ( now AMC Entertainment Inc.) August 1983 - June 1988
Skills
Wealth Strategist, Retirement Plan..., Financial Independence, Life Insurance, Living Will, Trusts, Estate Planning, Mortgage Lending, FHA, Loans, Refinance, Mortgage Banking, Credit, Real Estate, Investment Properties, Loan Origination, VA loans, Reverse Mortgages, USDA, First Time Home Buyers, Banking, Investments, Short Sales, Residential Mortgages, Underwriting, FHA financing, Loss Mitigation, Selling, Financial Services, Real Estate Transactions, Sales, Residential Homes, Retirement, VA Loans
Education
Tampa College/Florida Metropolitan University 1990 — 1991
MBA, MIB, Masters Business Administration & Masters International Business
LIU Post 1979 — 1982
BS, Business Administration, Management, Marketing, School Of Professional Accountancy
Federal Financial Group LLC April 2015 - Present
Skills
Marketing, Customer Service, Sales, Public Speaking, Strategic Planning, Team Building, Sales Management, Marketing Strategy, Insurance, Management, Business Development
Education
Alvin Community College 2006 — 2013
Associate of Arts (A.A.), Psychology
EY January 2015 - Present
International Business Fraternity December 2012 - December 2014
Starwood Hotels & Resorts Worldwide, Inc. June 2014 - August 2014
Miller-Russell & Associates May 2013 - August 2013
The National Society of Collegiate Scholars April 2012 - May 2013
Federal Financial Group LLC May 2012 - August 2012
East Coles Pty Ltd January 2012 - April 2012
Springdale Village Rehabilitation and Retirement Community May 2009 - August 2010
Skills
Investments, Financial Analysis, Economics, Finance, Budgets, Analysis, Financial Markets, Private Equity, Market Research, Customer Service, Teamwork
Education
Arizona State University, W. P. Carey School of Business 2010 — 2014
Bachelor of Science (BS), Accounting and Economics
Sterling National July 2013 - Present
Federal Financial Group LLC January 2009 - July 2013
SpectraVision 1988 - 1996
Skills
Insurance, Business Development, Life Insurance, Contract Negotiation, Account Management, Retirement Planning, Fixed Annuities, Direct Sales, Sales Management, Team Building, Term Life Insurance, Retirement, Management, Customer Service, Marketing, Forecasting
Education
Southern Methodist University 1970 — 1973
Bachelor of Business Administration (BBA)
Bank of America February 2015 - Present
Federal Financial Group, LLC May 2013 - February 2015
The Financial Process Group November 2012 - March 2014
Wells Fargo Home Mortgage May 2009 - October 2012
Rico Consulting June 2006 - May 2009
Skills
Negotiation, Real Estate, Investments, Microsoft Office, Sales Management, Investment Properties, Residential Mortgages, Creative Real Estate..., Financial Advisory, Mortgage Lending, Refinance, Loan Origination, Real Estate Financing, Retirement Planning, Strategic Financial..., Loans, Finance, Risk Management, Credit, Banking, FHA financing, Small Business, VA loans, FHA, Underwriting, Home Equity Loans, USDA, Consumer Lending, Financial Planning
Education
College for Financial Planning 1995 — 1997
CFP, Financial Planning
Brigham Young University
Music & Financial Planning
Heriot-Watt University
Business Administration
Federal Financial Group LLC Financial AdvisorFederal Financial Group LLC2013 - Present
Mutual of Omaha December 2011 - Present
ameriprise/thrivent /puitan January 2001 - March 2006
laser tech color July 1990 - August 2001
Education
Southern Methodist University 1974 — 1977
highland park high school 1969 — 1973
Federal Financial Group LLC January 2015 - Present
Education
Arizona State University 1984 — 1988
Bachelor's Degree, Marketing
Combined Insurance United States June 2014 - September 2014
Federal Financial Group LLC January 2014 - June 2014
American Income Life Insurance Company April 2013 - January 2014
American Express April 2006 - January 2009
United American Insurance 2009 - 2009
Skills
Sales Tax, Indirect Taxation, Tax Returns, Tax Compliance, Tax Preparation, Account Reconciliation, General Ledger, Accounting, Compliance, Accounts Payable, Use Tax, Excel, Word, Microsoft Excel, Accounts Receivable, Microsoft Word, QuickBooks, Financial Reporting, PeopleSoft, Insurance, Customer Service, Microsoft Office, Leadership, Sales, Team Building, Finance, Public Speaking, Life Insurance
Education
DeVry University-Illinois 1993 — 1996
Bachelor of Science (BS), Accounting, 2.94/4.0
MARTIN LUTHER KING JR HS
Federal Financial Group, LLC September 2007 - Present
Education
California State University-Sacramento
Business
Federal Financial Group LLC January 2013 - Present
American Integrity Solutions December 2009 - December 2012
Skills
Retirement, Long-term Care, Health Insurance, Medicare, Strategic Financial..., Retirement Planning, Wealth Management, Fixed Annuities, Financial Services, Insurance, Investment Advisory
Education
New York Institute of Technology 1973 — 1974
communications
Horter Investment Management, LLC May 2015 - Present
Wiitala Financial Services September 2013 - Present
Global Financial Private Capital, LLC August 2013 - April 2015
Creative Wealth Financial Group Inc. October 2011 - August 2013
Wiitala Financial Services September 2008 - December 2009
Federal Financial Group LLC January 2009 - October 2009
Skills
Business Planning, Wealth Accumulation, Wealth Preservation..., Estate Planning, Life Insurance, Annuities, Fixed Annuities, Retirement, Long-term Care
Education
Michigan State University 1988 — 1991
Bachelor of Science (BS), Electrical Engineering
Northern Michigan University
Federal Financial Group LLC 2011 - Present
Tana Moschetti CFP January 1980 - Present
Tana Moschetti CFP January 1980 - Present
Skills
Strategic Financial..., Fixed Annuities, Investments, Sales Management, Account Management, Insurance, Life Insurance, Retirement Planning, Retirement, Sales
Education
Iowa State University 1969 — 1972
Bachelor's Degree, Zoology/Animal Biology
Federal Financial Group, LLC August 2008 - Present
Professional Insurance Planners, Inc. 1981 - August 2007
Las Vegas, NV, August 1975 - March 1977
Skills
Life Insurance, Fixed Annuities, Retirement, Retirement Planning, Insurance, Health Insurance, Disability Insurance, Strategic Financial..., Term Life Insurance, Whole Life, Employee Benefits, Estate Planning, Investments, Long-term Care, Retirement Plan..., Medicare, IRAs, Roth IRA, Wealth, Key Person Insurance, Universal Life, Small Business, 401k, Financial Planning
Education
Claremont Graduate School 1973 — 1975
Master's degree, Pastoral Counseling and Specialized Ministries
Arizona State University 1970 — 1973
Bachelor of Arts (B.A.), Speech and Theatre Education
Kay Financial Group January 2012 - Present
eVantage Financial 2014 - Present
Virtual Financial Group VFG March 2014 - September 2014
Princetongreen.org January 2010 - January 2012
Federal financial group, LLC September 2009 - September 2010
HMT Development, Inc. January 2000 - January 2008
Rieter Automotive January 1999 - January 2000
Material Sciences Corporation January 1994 - January 1999
Heat Management Technologies February 1990 - January 1994
Goetze Corporation of America January 1987 - January 1990
Skills
Alternative Energy, Construction, Renewable Energy, Energy, Engineering, Sales, Marketing
Education
Michigan Technological University 1975 — 1981
BSEE, Power Distribution
Michigan Technological University
Prudential, MetLife, The Hartford, The Guardian September 2009 - Present
Corporate Benefits, Inc. 1997 - Present
Hodges-Mace Benefits Group, Inc. Benefit Communications, Inc., Complete Benefit Alliance, Inc. 2009 - 2014
Federal Financial Group LLC February 2006 - March 2009
NAIFA-Georgia 2000 - 2001
Crigler Bittner, Inc. 1992 - 1996
Prudential Financial 1981 - 1996
Prudential Financial 1976 - 1981
United States Air Force 1966 - 1976
Skills
Insurance, Employee Benefits, Health, Disability Insurance, Long Term Care, Executive Compensation, Benefits, Annuities, Consultative Selling, Public Speaking, Financial Analysis, Sales Management, Call Center, Term Life Insurance, Brokers, Fixed Annuities, Life Insurance, Long-term Care, Executive Pay, Critical Illness, Health Insurance, Health Savings Accounts, Long Term Care Insurance, Accident, Whole Life, Medicare, Small Business, Retirement Planning, Training, Benefits Administration, Universal Life, 401k, Workers Compensation, Call Centers, Cafeteria Plans, Retirement, Recruiting, Selling, COBRA, Sales
Education
Baylor University
BA, Psychology
Raytown HS
Southwest Baptist University
AA, Liberal Arts
University of Nebraska-Lincoln
MA, Business Administration
Federal Financial Group LLC January 2014 - Present
The Dallas Morning News May 2013 - February 2014
Dex One April 2012 - April 2013
SuperMedia LLC March 2004 - April 2012
Skills
Online Advertising, SEM, Advertising Sales, Salesforce.com, PPC, Google Adwords, Advertising, Local Search, Sales, Lead Generation, Online Marketing, Selling, Digital Media, Marketing, Cold Calling, Digital Marketing, SEO, Digital Strategy
Education
The University of Texas at Arlington 2000 — 2002
Bachelor of Business Administration (B.B.A.), Business
Ranger College 1998 — 2000
Associates, Business Administration and Management, General
Liberty Mutual Insurance February 2015 - Present
Facebook Global Marketing Solutions January 2014 - January 2015
Federal Financial Group LLC September 2011 - January 2014
PurTone Hearing Centers, LLC April 2008 - August 2012
New Concepts for Success January 2004 - April 2008
Computer Renewal Services, LLC February 2001 - September 2003
Wholesale Furniture Distributors, Inc June 1995 - February 2001
No Problem Lawn Care January 1985 - November 1994
Sentry Insurance March 1978 - September 1984
Skills
Financial Analysis, Strategic Financial..., Finance, Management, Customer Service, Microsoft Office, Troubleshooting, Training, Program Management, Insurance, Outlook, Microsoft Excel, Marketing, Healthcare, Microsoft Word, Team Building, Leadership, Sales, Budgets, Strategic Planning, Process Improvement, Coaching, Human Resources, Public Speaking
Education
University of Phoenix 2013 — 2014
Master of Business Administration (MBA), 3.92
University of Phoenix 2007 — 2010
BS, Business Management
Coronado High School 1973 — 1977
Diploma
Federal Financial Group LLC February 2013 - Present
BJ's Restaurants, Inc. July 2007 - November 2011
Skills
Restaurants
Education
State University of New York College at Plattsburgh 1986 — 1989
Alliance Group April 2013 - Present
Federal Financial Group LLC September 2012 - April 2013
National Agents Alliance December 2007 - October 2012
Esthetic Vision 1992 - 2008
Skills
Insurance, Sales Management, Term Life Insurance, Annuities, Account Management, Final Expense, Team Leadership, Meeting Management, Financial Needs Analysis, Long Term Financial..., Strategic Financial..., Fixed Annuities, Public Speaking, Public Relations, Team Building, Retirement Planning, Life Insurance, Retirement, Universal Life, Tax Free Retirement, Event Management, Long-term Care, Whole Life, Long Term Care Insurance, Financial Goals, Expenses, Health Insurance, 401k, Financial Research, Critical Illness, Disability Insurance, Financial Planners, IRAs, Strategic Financial..., Small Business, Underwriting, Roth IRA, Employee Benefits, Accident, Annuity Sales, Brokers, Wealth Accumulation, Wealth, Health Savings Accounts, Financial Services, Financial Planning
Education
Portland State University
Emergency Management Specialists January 2014 - Present
Isle of Capri August 2013 - Present
American Heart Association October 2012 - Present
KC Medical Inc July 2011 - February 2014
HealthFitness 2013 - 2014
HealthFitness 2013 - 2014
US Air Force Reserves December 2003 - March 2013
Federal Financial Group LLC 2012 - 2013
Kindred Healthcare July 2007 - December 2012
Skills
First Aid, Healthcare, Training, Customer Service, Leadership, Insurance, Healthcare Management, Team Building, BLS, Hospitals, Microsoft Office, Policy, CPR Certified, Public Speaking, Health Insurance, Long-term Care, Employee Benefits, Risk Management, Telemetry, Access, Budgets, Employee Relations, Leadership Development, Microsoft Excel, Microsoft Word, Strategy, Life Insurance, Process Improvement, Outlook, Emergency Management, HIPAA, Strategic Planning, EMT-B, paramedic knowledge, Emergency Medicine, Management, PowerPoint
Education
Ashford University 2011 — 2012
Bachlors of Applied Sciences, Hospital and Health Care Facilities Administration/Management
Penn Valley Community College 2000 — 2002
Cert, Paramedic
Federal Financial Group LLC November 2011 - Present
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Budgets, Customer Service, Project Management, Team Building, Coaching, Public Speaking, Financial Analysis, Problem Solving, Sales, Debt, Leadership
Education
Texas Christian University
Federal Financial Group LLC InstructorFortis College-Columbus of Education AffiliatesMarch 2012 - Present
AME Church 2005 - Present
Education
Samford University 2000 — 2002
M. Div., Religion
UAB 1988 — 1992
Bachelor of Science, Dentistry/ English
Federal Financial Group LLC
Skills
Financial Services, Audio Engineering, Personal Training, Music Theory
Education
Berklee College of Music 2007 — 2010
Bachelor's degree, Music Production and Engineering
Newton Senior High School 1999 — 2003
Federal Financial Group LLC August 2014 - Present
Acosta Sales & Marketing July 2013 - March 2014
Skills
Advertising, Marketing Strategy, Marketing Communications, Direct Marketing, Digital Marketing, Online Advertising, Marketing, Social Media Marketing, New Business Development, Cold Calling
Education
University of Phoenix 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Federal Financial Group LLC October 2003 - Present
Discover Card October 1990 - November 2001
Education
Mesa Community College 1982 — 1993
Westwood High School 1972 — 1975