Financial Brokerage
Industry: Occupation
DescriptionA stockbroker or share broker is a regulated professional individual, usually associated with a brokerage firm or broker-dealer, who buys and sells stocks and other securities for both retail and institutional clients through a stock exchange or over the counter in return for a fee or commission. Median pay (annual): 71,550 USD (2015) Median pay (hourly): 34.4 USD (2015) Entry level education: Bachelor's degree Projected 10-year growth: 10% (2014) Number of jobs: 341,500 (2014) Similar professions: Real Estate Broker, Insurance Agent, Financial adviser, Financial Analyst, Financial manager People also search for: Trader, Broker, Stock trader,
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Financial Brokerage Employees
Financial Brokerage August 2009 - Present
Private School 2006 - 2010
Skills
Coaching, Teaching, Reducing Expenses, Term Life Insurance, Insurance, Finance, Financial Services, Entrepreneurship, Fixed Annuities, Investments, Social Networking, Budgets, Leadership, Marketing, Strategic Financial..., Business, Financial Education, Money, Life Insurance, Long Term Care, IRA's, Savings, Protection, 401k, Budgeting, Entrepreneur, Asset Protection, Mutual Funds, Personal Development, Portfolio Management, Retirement Planning, Personal Finance, Fixed Indexed Annuities, Variable Annuities, College Savings Plans, Debt Elimination, Legal Insurance, Training & Development, Sales Management, Organization Building, Recruiter, Long-term Care, Small Business
Education
Broward College 2001 — 2003
Associate of Science (A.S.), Technology
ITT Technical Institute-Fort Lauderdale 1996 — 1998
Associate of Science (AS), Electrical, Electronic and Communications Engineering Technology/Technician
Carson Wealth Management Group July 2012 - Present
Blue Cross and Blue Shield of Nebraska January 2012 - July 2012
Omaha Buyers Broker March 2011 - November 2011
QA3 Financial Corp October 2000 - April 2011
Financial Brokerage August 1991 - October 2000
Skills
Microsoft Office, Customer Service
Education
University of Nebraska at Omaha 1991 — 1995
Elementary Education
Financial Brokerage September 2013 - Present
Mutual of Omaha February 2008 - October 2008
Physicians Mutual Insurance Company March 2000 - December 2007
AmerUs/Delta Life and Annuity August 1998 - March 2000
Skills
Life Insurance, Retirement Planning, Long Term Care Insurance, Insurance, Whole Life, Long-term Care, Underwriting, Fixed Annuities, Health Insurance, Marketing, Employee Benefits, Training, 401k, Estate Planning, Sales, Retirement, Disability Insurance, Universal Life, Term Life Insurance, Financial Planners, Medicare, Critical Illness
Education
University of Nebraska at Omaha 1983 — 1988
BSBA, Marketing Management
Lincoln Financial Group March 2015 - Present
Lincoln Financial Group July 2013 - Present
Lincoln Financial Group May 2010 - Present
Colonial Life May 2008 - April 2010
Physicians Mutual 2003 - 2006
Senior Market Sales Inc 2000 - 2003
Financial Brokerage 1998 - 2000
Skills
Fixed Annuities, Health Insurance, Insurance, Term Life Insurance, Worksite, Sales Rep Training, Life Insurance, Disability Insurance, Long Term Care Insurance, Medicare, Medicare Advantage, Enrollment Services, Group Insurance, Instructor-led Training, Property & Casualty..., Vision, Public Speaking, Dental Insurance, Sales Support Tools, Brokers, Employee Benefits
Education
University of Oklahoma 2006 — 2008
Master of Arts (M.A.), Managerial Economics
Wichita State University 1999 — 2001
Bachelor of Science (BS), Marketing
Financial Brokerage February 2012 - Present
Financial Brokerage April 2002 - February 2012
Utah Local Governments Trust May 1998 - February 2002
Skills
Insurance, Fixed Annuities, Long-term Care, Disability Insurance, Life Insurance, Term Life Insurance, Retirement Planning, Health Insurance, Underwriting, Team Building, Process Improvement, Brokers, Retirement, Whole Life, Series 65, 401k, Estate Planning, Financial Planners, Financial Services, Wealth Management, Marketing, Social Media Marketing, Long Term Care Insurance, Medicare, Wealth, IRAs, Commercial Insurance, General Insurance, Financial Planning
Education
The American College 2007 — 2009
CLU, ChFC
University of Nebraska at Omaha 2005 — 2007
Master of Business Administration (MBA), Business Administration
University of Utah 1998 — 2001
Bachelor of Science (B.S.), Mathematics with emphasis in Statistics
Financial Brokerage June 2004 - January 2009
CNA Life Insurance Co September 1999 - April 2004
CNA Life Insurance January 1991 - August 1999
Education
The American College 1986 — 1987
MSFS, Financial Services
Southern Illinois University, Carbondale 1969 — 1973
BS, Administration of Justice
Saint Boniface
Mutual of Omaha April 2009 - Present
Mutual of Omaha April 2009 - Present
Financial Brokerage 2007 - 2009
Legent Clearing 2000 - 2006
1st National Bank of Omaha 1998 - 2000
Education
University of Nebraska at Omaha 1992 — 1994
B.S., Small Business Management
University of Nebraska-Lincoln
Kelly Services September 2014 - Present
Clear Creek Tax 2013 - September 2014
Allstate May 2013 - October 2013
Alpine Access September 2012 - May 2013
Bank of the West July 2012 - September 2012
BioMatrix International May 2011 - June 2012
Warren Federal Credit Union November 2010 - May 2011
Cheyenne Regional Medical Center May 2009 - October 2010
Financial Brokerage March 2006 - March 2009
Aflac 2004 - 2005
Skills
Help Desk Support, Microsoft Office, Process Improvement, Customer Service, Leadership, Team Building, Strategic Planning, Management, Time Management, Call Centers, Analysis, Quality Assurance, Data Analysis, Team Leadership
Education
Colorado State University-Global Campus 2014 — 2015
Bachelor's Degree, Information Technology, 3.78
Metropolitan Community College 2006 — 2008
Associate of Science (A.S.), Business Management
North Platte High School 1994 — 1998
Financial Brokerage November 2004 - Present
Skills
Life Insurance, Term Life Insurance, Customer Service, Disability Insurance, Fixed Annuities, Strategic Planning, Team Building, Sales, Sales Management, Employee Benefits
Education
The American College 2012 — 2012
CLU
Financial Brokerage September 2015 - Present
The Ark Group, LLC 2007 - September 2015
Assurity Life 2004 - 2007
Lincoln Benefit Life Insurance Company 2000 - 2002
State Farm Insurance 1996 - 1997
Skills
Long Term Care, Annuities, Fixed Annuities, Medicare Supplements, Medicare, Long-term Care, Disability Insurance, Underwriting, Insurance, Health Insurance, Term Life Insurance, Long Term Care Insurance, Critical Illness, Life Insurance, Whole Life, Universal Life, Brokers, Health Savings Accounts, Accident, Insurance Brokerage, IRAs, 401k
Education
University of Nebraska-Lincoln 1995 — 2000
First Data Corporation June 2015 - Present
Bank of the West November 2013 - June 2015
ACI Worldwide December 2007 - November 2013
ConAgra Foods June 2004 - December 2007
Qwest August 2003 - June 2004
Financial Brokerage April 2003 - July 2003
Lowe's Home Improvement July 2000 - April 2003
Skills
Financial Reporting, Account Reconciliation, Accounts Receivable, SQL, Accounts Payable, Forecasting, Access, Oracle E-Business Suite, Accounting, Excel, General Ledger, SAP, SOX, Documentation, Financial Analysis, Process Improvement, Customer Service, Problem Solving, Analysis, Microsoft Office, Word, Compliance, Billing, Outlook, PowerPoint, Revenue Recognition, Revenue Analysis, SOP 97-2, Journal Entries, Balance Sheet, US GAAP, Oracle Applications, Oracle Discoverer, Data Migration, Analytical Reasoning, Flexible Team Player, Goal Oriented, Effective Time..., Hyperion Financial..., Essbase, Planning Budgeting &..., Cost Allocation, Finance, Financial Accounting, Variance Analysis, Financial Forecasting, Salesforce.com, Auditing, Sales, Microsoft Excel
Education
Bellevue University 2009 — 2009
Accounting Certification, Accounting
Northwest Missouri State University 2000 — 2002
Bachelors Degree, Geographic Information Science and Cartography
Missouri Western State College 1996 — 1999
Accounting; finance, business administration, as well as journalism; Business Administration
East Buchanan C-1 High School 1992 — 1996
High School Academic Diploma
TAB Midlands 2005 - Present
Midlands Business Development, LLC 2011 - Present
Heartland Health Therapy & Sleep Disorders 2001 - 2005
Producers America, Inc. 1991 - 2001
Financial Brokerage 1989 - 1991
Skills
Strategic Planning..., Management Consulting, Cost Control, Business Process..., Strategic Planning, Business Planning, Business Coaching, Business Strategy, Market Planning, Small Business, Peer Groups, Facilitations, New Business Development, Entrepreneurship, Executive Coaching, Organizational..., Executive Management, Strategy, Leadership Development, Coaching, Leadership, Contract Negotiation, Management, CRM, Team Leadership, Facilitators, Team Building, Start-ups, Mergers & Acquisitions, Marketing, Training, Performance Management, Negotiation, Project Planning, Strategic Partnerships, Consulting, Change Management, Sales, Marketing Strategy, Business Development, Sales Management, Strategic Consulting, Investments, Lead Generation, Online Marketing, Analysis, B2B, Selling, Business, Policy
Education
Iowa State University 1973 — 1977
B.S., Economics/Industrial Engineering
Creighton Prep 1969 — 1973
Werner Enterprises January 2015 - Present
Aureus Group February 2014 - January 2015
The Baltimore Life Insurance Company March 2010 - January 2014
Financial Brokerage July 2004 - March 2010
Skills
Marketing, Recruiting, Sales Management, Marketing Communications, Salesforce.com, Product Marketing, Cold Calling, Sales Presentations, Direct Sales, Business Travel, Time Management, Work Independently with..., Sales, Account Management, Lead Generation, Insurance, New Business Development, Selling, Marketing Strategy, Online Marketing, Life Insurance, Email Marketing, Customer Service, Business Process..., Internal Communications, Social Networking, Management, Term Life Insurance, Business Networking, Training, Talent Acquisition, Hiring, Human Resources
Education
University of Missouri-Columbia
Business, Marketing
DEX Media February 2014 - Present
RED Development December 2009 - Present
DEX Media January 2012 - February 2014
Pacific Life June 2010 - February 2012
Lifetime Financial Group March 2008 - April 2010
Financial Brokerage April 2002 - April 2006
Mutual of Omaha June 2000 - April 2002
TD Ameritrade March 1997 - April 2000
Skills
Management, Inventory Management, Financial Services, Online Advertising, Sales Management, Life Insurance, New Business Development, Salesforce.com, Mobile Advertising, Search Advertising, Event Management, Account Management, Annuity Sales, Options Strategies, Lease Options, Physical Inventory, Sound Design, Warehousing, Stock Trading, Google Adwords, Yahoo Search Marketing, E-commerce SEO, Customer Support, Visual Merchandising, Team Management, Microsoft Office, Sales, Marketing, Advertising, Training, Budgets, Customer Retention, Online Marketing, Sales Presentations, Customer Acquisition, Direct Sales, B2B, Email Marketing, Market Planning, Product Marketing, Social Media Marketing, Digital Marketing, SEM, Social Networking, PPC, Brand Awareness
Education
Bellevue University 1992 — 1995
BS, Business/Managerial Economics
Iowa Western Community College 1989 — 1992
Associate of Arts (AA), Business Administration and Management, General
Allstate July 2013 - Present
Art Jetter & Company August 2010 - May 2013
Financial Brokerage November 2008 - August 2010
Shelter Insurance Company April 2005 - January 2008
Farm Bureau Financial Services June 1998 - April 2005
Word Data Systems January 1997 - January 1998
Huntel Communication January 1995 - January 1997
ISAC Systems January 1994 - January 1995
Prudential January 1990 - January 1994
CONTEL Federal Systems January 1989 - January 1990
Skills
Long Term Care, Insurance, Annuities, Joomla, Web Design, Web Analytics, Sales Management, Microsoft Office, PC maintenance, Online Marketing, Email Marketing, Fixed Annuities, Long-term Care, Life Insurance, Recruiting, Computer Maintenance, Training, Umbrella Insurance, Customer Service, Marketing, Management, Sales Presentations, Selling, New Business Development, Disability Insurance, Long Term Care Insurance, Sales, Employee Benefits, Cold Calling, Universal Life, Health Insurance, Underwriting, Whole Life, Brokers, Property & Casualty..., Term Life Insurance
Education
Florida Institute of Technology 2011 — 2013
MBA, Internet Marketing
The American College 1990 — 2010
CLU, LUTCF, FSS
Southern Illinois University 1988 — 1989
Bachelor of Science, Electronics Management
Premier Companies, INC. December 2012 - Present
Manhattan Life Insurance Company and its affiliated entities July 2012 - December 2012
N and T Consulting, LLC May 2009 - July 2012
Universal American June 2006 - May 2009
PacifiCare Health Systems June 2005 - April 2006
Mutual of Omaha March 1998 - May 2005
Financial Brokerage December 1994 - February 1998
Farm Bureau Financial Services March 1993 - December 1994
Skills
Long Term Care, Brokers, Medicare, Medicare Supplements, Health Insurance, Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Medicare Part D, Managed Care, Life Insurance, Medicaid, Health Policy, Critical Illness, Healthcare, Long-term Care, Recruiting, Team Leadership, Management, Whole Life, Marketing, Small Business, Claim, Training, Long Term Care Insurance, Leadership, Universal Life, Sales, Retirement, Accident
Education
Chadron State College 1987 — 1992
BA, History
PayPal October 2010 - Present
PayPal March 2006 - October 2010
THT Designs April 2005 - September 2005
First National Bank of Omaha August 2000 - February 2005
Financial Brokerage May 1998 - August 2000
First Data Resources May 1997 - May 1998
Bland & Associates, PC November 1995 - May 1997
Lengemann & Associates, PC December 1992 - November 1995
Deloitte & Touche August 1987 - December 1992
Skills
Finance, Accounting, E-commerce, Credit Cards, E-payments, Management, Payments, Cross-functional Team..., Financial Modeling, Product Management, Analytics, Electronic Payments, Business Analysis, Mobile Payments, Process Improvement, Vendor Management
Education
University of Nebraska-Lincoln 1983 — 1987
BSBA, Accounting
Farm Credit Services of America January 2009 - Present
I2C Technologies August 2006 - Present
Financial Brokerage 2002 - April 2006
Farm Credit Services of America 2006 - 2006
Quilogy 2000 - 2002
Pamida 1998 - 2000
Corporate Express 1996 - 1997
United States Air Force January 1993 - December 1996
Education
University of Nebraska at Omaha 1994 — 2000
Mid America Agency Services August 2004 - Present
Financial Brokerage February 2002 - March 2004
Education
Metropolitan Community College 2005 — 2007
Insurance
K.C. Lamb Inc. November 2013 - Present
Aureus Medical Group August 2012 - October 2013
Milk & More September 2010 - August 2012
Milk2You May 2010 - September 2010
Kohl's Department Stores May 2008 - July 2010
Wells Fargo January 2010 - May 2010
Financial Brokerage November 2009 - January 2010
Pacific Life Annuities & Mutual Funds March 2008 - October 2009
New York Life December 2006 - February 2008
Rhoden Loan City August 2006 - December 2006
Skills
Sales, Customer Service, Cold Calling, Account Management, Recruiting, Sales Operations, Insurance, Selling, Marketing, B2B, Sales Process, Customer Retention
Education
Metropolitan Community College 2003 — 2004
N/A, Business
Iowa State University 1999 — 2002
N/A, General
Financial Brokerage Chief Executive OfficerFinancial Brokerage, IncJuly 2014 - Present
Ag Processing Inc a cooperative 1989 - 1997
Ag Processing Inc 1988 - 1996
Skills
Life Insurance, Financial Reporting, Term Life Insurance, Insurance, Tax
Education
University of Nebraska at Omaha 1980 — 1986
BSBA, Accounting
World Wide Technology June 2013 - Present
ACI Worldwide April 2012 - June 2013
Infocrossing August 2010 - April 2012
Infocrossing 2008 - 2010
Infocrossing 2007 - 2008
E-Frame LLC 2006 - 2007
Financial Brokerage 2005 - 2006
Werner Enterprises 2003 - 2005
Skills
NetApp, Data Center, ITIL, VMware ESX, Servers, DNS, Active Directory, Disaster Recovery, Virtualization, VMware, Windows Server, SAN, Cisco Technologies, Citrix, Cloud Computing, Firewalls, HP, IT Management, High Availability, IT Operations, IT Service Management, NAS, Networking, Storage, Red Hat Linux, Storage Area Networks, vSphere
Education
Metropolitan Community College
New Mexico State University
Mutual of Omaha August 2008 - Present
Lincoln Financial Group November 2004 - August 2008
Coldwater Creek 2003 - 2004
Financial Brokerage 1998 - 2003
Skills
Account Management, Supervisory Skills, Project Management, Disability Insurance, Insurance, Customer Service, Team Building, Process Improvement, Microsoft Excel, Claim, Team Leadership, Change Management, Software Documentation, Life Insurance, Health Insurance, Underwriting, Training, Term Life Insurance, Business Analysis, Sales Management, Employee Benefits, Leadership, Analysis, Call Centers, Risk Management, Brokers, Universal Life, Health Savings Accounts, Whole Life, Long Term Care Insurance, Customer Retention, Sales, General Insurance, Long-term Care, Critical Illness, Group Insurance, Customer Satisfaction, Mutual Funds, Accident Insurance, 401k
Education
Metropolitan Community College 1999 — 2001
Sales and Marketing
University of Nebraska at Omaha 1995 — 2001
Sales and Marketing
Financial Brokerage August 1983 - Present
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Long-Term Care Insurance
Education
University of Nebraska at Omaha 1979 — 1983