FUTURITY FIRST Insurance Group
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FUTURITY FIRST Insurance Group Employees
AmeriLife Group LLC January 2015 - Present
The Life and Annuity Group July 2014 - January 2015
VERTEX, Inc. November 2007 - July 2014
FUTURITY FIRST Insurance Group November 2007 - February 2010
Lynn Gadue LLC May 2006 - December 2009
Aplify (fka Blue Frog Solutions) July 2006 - November 2007
VERTEX, Inc. July 1998 - March 2006
MedSpan Health Options June 1997 - July 1998
The Leverage Group March 1995 - June 1997
The Travelers May 1989 - March 1995
Skills
Ideation, Strategic Planning, Program Management, Resource Management, Budget Administration, Business Development, Team Building, Vendor & System..., Vendor Management, Project Management, Business Analysis, Solution Design, Testing & Quality..., Workflow Re-engineering, Training, Problem Solving, Oral & Written..., Negotiation, Facilitator, Presentations, Public Speaking, e-Commerce & Straight..., ACORD, DTCC, IRI (fka NAVA), Solution Architecture, Insurance, Annuities, Life Insurance, Business Process..., Leadership, Cost Benefit Analysis, Technology..., Customer Service, Web Design, Sales & Marketing, Fixed Annuities, Management Consulting, Cross-functional Team..., Budgets, Enterprise Architecture, Financial Services, Integration, CRM, Cost Benefit, Strategy, Project Planning, SDLC, Business Requirements, Testing
Education
The University of Connecticut
Bachelor of Arts, Economics
Project Management Institute / Project Management Academy
PMP - Project Management Professional
ACORD
ACE - ACORD Certified Expert, Life Annuity Health
LOMA - Life Office Management Association
FLMI - Fellow, Life Management Institute
Health Insurance Association of America
Health Care Associate
Manchester Community College
Computer Sciences
Hall High School
FUTURITY FIRST Insurance Group April 2011 - Present
Bankers Life and Casualty July 2009 - March 2011
Skills
Fixed Annuities, Retirement, Wealth Management, Strategic Financial..., Investments, Life Insurance, Disability Insurance, Term Life Insurance, Insurance, Long Term Care Insurance, Portfolio Management, Health Insurance, Retirement Planning, Whole Life, Long-term Care, Estate Planning, Financial Planners, Universal Life, IRAs, 401k, Securities, Medicare, Indexed Annuities, Series 63, Series 6, Financial Advisory, Financial Planning
Education
University of Phoenix-Colorado Campus 1996 — 1998
Bachelor of Science in Business Management
FUTURITY FIRST Insurance Group April 2013 - Present
MetLife October 2003 - April 2013
Skills
Financial Advisory, Variable Annuities, 401k Rollovers, Series 6, Whole Life, Pensions, Critical Illness, Asset Allocation, Investment Advisory, Universal Life, Wealth Accumulation, Term Life Insurance, Indexed Annuities, Indexed Universal Life, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Health Insurance, IRAs, Long-term Care, Roth IRA, Retirement Savings, Small Business, 401k, Retirement Planning, Insurance, Life Insurance, Retirement, Finance, Financial Services
Education
St. John Vianney
Triton College
West Leyden HS
Independent Life Insurance Agent August 2013 - Present
Technology Sales December 2004 - Present
Futurity First Insurance Group December 2012 - August 2013
Skills
Life Insurance, Whole Life, Term Life Insurance, Fixed Annuities, Disability Insurance, Universal Life, Retirement, Retirement Planning
Education
Dean College
FUTURITY FIRST Insurance Group September 2012 - Present
New York Life Insurance Company August 2012 - September 2012
Planto Roe Financial Services October 2011 - June 2012
H&R Block December 2010 - April 2011
Period of early retirement February 2004 - November 2010
Smith Barney / Citbank May 1979 - January 2004
TRCC Three Rivers Community College June 1977 - May 1979
Anderson University May 1970 - June 1977
Skills
Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Financial Services, Estate Planning, Disability Insurance, Long-term Care, Financial Advisory, IRAs, Wealth Management, Term Life Insurance, Investment Advisory, Whole Life
Education
Anderson Universtiy 1967 — 1970
Bachelor of Arts (B.A.), Business Administration
Southeast Missouri State University 1966 — 1967
Business Administration, General
FUTURITY FIRST Insurance Group June 2011 - Present
Lexus 1996 - 1999
NYNEX 1980 - 1996
Skills
Microsoft Office, Customer Service, Teaching, Microsoft Excel, Project Planning, Negotiation, Strategic Planning, Public Speaking, Business Analysis, Sales, Microsoft Word, Business Strategy, Research, Budgets, Leadership Development, Editing, PowerPoint, Training, Leadership, Team Building, Recruiting, Team Leadership, Fundraising, Marketing, Entrepreneurship, Program Management, Coaching, Management, Nonprofits, Small Business, Event Planning, Analysis, Fixed Annuities, Disability Insurance, Insurance
Education
Boston University
Mathematics
Lesley University
Organizational Behavior Studies
UnitedHealthcare Insurance Company May 2013 - Present
UnitedHealthcare Insurance Company July 2012 - May 2013
UnitedHealthcare Insurance Company February 2010 - June 2012
FUTURITY FIRST Insurance Group June 2008 - August 2009
TRANSIT SYSTEMS, INC. December 2005 - June 2008
Colonial Penn Life Insurance 2001 - 2002
TRIAD ML MARKETING/ KING MEDIA INC., 1995 - 2001
Education
Penn State University 1990 — 1994
B.A., Advertising with Sociology emphasis
American Senior Benefits July 2012 - Present
FUTURITY FIRST Insurance Group July 2008 - July 2012
Bankers Life and Casualty August 2006 - November 2008
Bankers Life and Casualty March 2005 - August 2006
Skills
Sales, Medicare, Sales Management, Recruiting, Long-term Care, Financial Planning, Management, Life Insurance, Health Insurance, Financial Services, Insurance
Education
Butler University
IUPUI-Indianapolis
Purdue University
Randstad September 2014 - Present
Randstad April 2012 - September 2014
Randstad November 2011 - April 2012
FUTURITY FIRST Insurance Group 2011 - April 2012
Impulse Media Inc 2010 - 2011
Mass Mutual 2010 - 2011
Arizona State University 2008 - 2009
Skills
Customer Service, Team Leadership, Teamwork, Leadership, Management, Training, Recruiting, Microsoft Office, Organizational..., Public Speaking, Sales, Strategy, Time Management, Marketing, Strategic Communications, Integrity, Product Development, Outstanding Customer..., Problem Solving, Strategy Development, Creative Concept..., Hard Worker, Dependency, Employee Benefits, Interviews, Employee Relations, Hiring, Human Resources, Talent Acquisition
Education
Arizona State University 2006 — 2010
Bachelor, Sociology, Media Analysis
THE RETIREMENT RESOURCE GROUP, LLC December 2014 - Present
FUTURITY FIRST Insurance Group August 2013 - November 2014
Bankers Life and Casualty Company June 2012 - July 2013
Orange County Public Schools August 2004 - March 2012
Orange County Public Schools January 2001 - August 2004
Skills
Microsoft Office, Photoshop, Digital Photography, Leadership Development, Teaching, Training Delivery, Medicare, Medicare Part D, Medicare Advantage, Health Insurance, Retirement Planning, Fixed Annuities, Variable Annuities, Indexed Annuities, Long-term Care, Asset Protection, Curriculum Design, Insurance, Term Life Insurance, Life Insurance, Long Term Care Insurance, Sales, Retirement
Education
University of Central Florida 1985 — 1987
Bachelor of Education (BEd), Mathematics Teacher Education
Buffalo State College 1988 — 1990
Master of Arts (MA), Learning & Behavioral Disorders
Nova Southeastern University 1999 — 2000
Educational Leadership and Administration, General
Saybrus Partners August 2011 - January 2013
FUTURITY FIRST Insurance Group October 2008 - May 2011
Crump Insurance January 2008 - October 2008
JCJ Multimedia Group January 2004 - May 2008
Skills
Life Insurance, Fixed Annuities
Education
Charter Oak State College 2012 — 2014
Bachelor of Science with a Concentration in Organizational Leadership
Futurity First Insurance Group October 2013 - January 2015
Art Institute of Salt Lake City October 2012 - October 2013
American Senior Benefits March 2009 - October 2012
US Army 2007 - 2008
Skills
Microsoft Office, Public Speaking, Customer Service, Team Building, Microsoft Word, Coaching, Microsoft Excel, Leadership, Insurance, Outlook, Budgets, Team Leadership, Sales, Training, Management, Customer Satisfaction, Marketing, Contract Negotiation, Sales Management, Event Planning, Strategic Planning, Human Resources, Marketing Strategy, Project Management, Small Business, PowerPoint, Account Management, Nonprofits, New Business Development, Event Management, Negotiation, Social Networking, Direct Sales, Program Management, Sales Process, Editing, Business Strategy, Business Development, Employee Benefits, Leadership Development, Selling, Entrepreneurship, Community Outreach, Data Entry
Education
University of Phoenix 2010 — 2012
Bachelor of Science (BS), Human Services Management
Columbia College 2008 — 2010
Associate in Arts (A.A.)
FUTURITY FIRST Insurance Group April 2011 - Present
Skills
Fixed Annuities, Insurance, Disability Insurance, Life Insurance, Retirement Planning, Term Life Insurance, Long Term Care Insurance, Long-term Care, Health Insurance, 401k, IRAs, Whole Life, Medicare, Universal Life, Employee Benefits, Estate Planning, Retirement, Financial Planning, Sales, Sales Management, Team Building, Management, Small Business, Financial Services, Microsoft Office, Process Improvement, Project Management, Health Savings Accounts, Program Management, Claim, Indexed Annuities, Cold Calling, Analysis, Income Protection, Financial Planners, Permanent Life Insurance
Education
University of Cologne 1974 — 1981
Jackson November 2013 - Present
Affinion Group May 2010 - April 2013
FUTURITY FIRST Insurance Group February 2009 - August 2009
Visteon September 2007 - October 2008
Shiroki North America - Toyota Supplier November 2006 - July 2007
Bob Parks Realty March 2002 - November 2006
Skills
E-Learning, Camtasia, Instructional Design, Instructional Technology, E-learning Modules, Instructional Systems..., Webinar Development, Face-to-face Training, Virtual Facilitation, LCMS, Articulate Studio, Captivate, Flash, Dreamweaver, Illustrator, After Effects, Premiere, Photoshop, Video, ADDIE, Gap Analysis, InDesign, Audio Compression, PowerPoint development, Platforms: Windows..., Graphics, HRIS, Employee Engagement, FLSA, Benefits Administration, Conflict Resolution, Employee Learning &..., OSHA Record Keeping, Safety Compliance, Recruiting, Retention Strategies, Payroll, Talent Management, Succession Planning, Employee Orientations, Employee Handbooks, Policy Writing, Terminations, Unemployment Claims, Relocation, Union Relations, Training, Organizational...
Education
Keller Graduate School of Management of DeVry University 2009 — 2011
Masters of Human Resource Management, Human Resources Management/Personnel Administration, General, 4.0
Middle Tennessee State University 2003 — 2005
Masters Degree in Business Education, Corporate Training & Organizational Development, 3.9
Middle Tennessee State University 1999 — 2003
Bachelor of Business Communication & Journalism, Public Relations, Advertising, and Applied Communication, 3.3
Pro Equities Inc. August 2014 - Present
Futurity First Insurance Group September 2013 - Present
Bankers Life and Casualty August 2006 - July 2013
Skills
Whole Life, Life Insurance, Fixed Annuities, Term Life Insurance, Insurance, Universal Life, Health Insurance, Disability Insurance, Long Term Care Insurance, Long-term Care, Retirement, Underwriting, Sales, General Insurance, Medicare, Brokers, Series 7, Indexed Annuities, Equity Indexed Annuities, Investments, Retirement Planning, Qualified Retirement..., Retirement Solutions, Retirement Income...
Education
Brevard College 2000 — 2004
Bachelor of Applied Science (B.A.Sc.)
Lake Brantley High School 1995 — 1999
FUTURITY FIRST Insurance Group June 2010 - Present
UPS October 1978 - July 2001
Skills
Life Insurance, Term Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Health Insurance, Whole Life, Long-term Care, Property & Casualty..., Retirement Planning, Long Term Care Insurance, Universal Life, Underwriting, Retirement, Commercial Insurance, Claim, Medicare, General Insurance, Sales, Process Improvement, Team Building, Sales Management
Education
San Francisco State University 1974 — 1978
Civil Engineering
Forest Agency Insurance November 2013 - December 2014
Futurity First Insurance Group September 2013 - December 2013
Bullock Agency January 2013 - April 2013
USAIG August 2008 - November 2012
Plus Air Aviation Insurance April 2003 - June 2008
Skills
Aerospace, Microsoft Office, Aviation, Aircraft, Project Management, Customer Service, Manufacturing, Program Management
Education
College of DuPage
Sagicor Life Insurance Company January 2014 - Present
FUTURITY FIRST Insurance Group January 2008 - December 2013
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Disability Insurance, Insurance, Retirement, Long-term Care, Term Life Insurance, Long Term Care Insurance, Strategic Financial..., IRAs, Health Insurance
Education
Capella University 2010 — 2014
Doctor of Philosophy (PhD)
Duke University - Fuqua School of Business 2002 — 2004
Master of Business Administration (M.B.A.), Finance and Financial Management Services
American InterContinental University 2000 — 2002
Master of Business Administration (M.B.A.)
Morris Brown College 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Futurity First Insurance Group June 2014 - Present
Mutual of Omaha September 2012 - June 2014
Tim L Sinclair Construction July 1998 - September 2012
Willamette Industries May 1980 - July 1998
Skills
Small Business, Business Planning, Business Management, Conflict Resolution, Conflict Management, Operations Management, Youth Ministry, Construction, Construction Management, Project Management, Production Planning, Production Managment, Investment Services, Life Insurance, Disability Insurance, Long Term Care Insurance, Critical Illness, Medicare Supplement..., Medicare Prescription..., Annuity Sales, Mutual Funds, Insurance
Education
Northwest Christian University 2010 — 2011
Business Administration and Management, General
Lane Community College 2008 — 2009
Associate of Science (AS), Business Administration and Management, General
Futurity First Insurance Group October 2013 - Present
Sprint Nextel July 1997 - June 2013
Danka Office Imaging February 1996 - February 1997
Danka Office Imaging January 1991 - February 1996
Danka Office Imaging August 1989 - January 1991
TST Painting 1983 - 1989
Skills
Telecommunications, Laptops, M2M, Sales, Wireless, Sales Operations, Solution Selling, Training, Forecasting, Management, Lead Generation, B2B, Cloud Computing, Managed Services
Education
Loyola University New Orleans 2008 — 2010
Certificate, Pastoral Ministry
AEISD 2011 — 2013
Certifed Spiritual Director, Spiritual Direction
Futurity First Insurance Group April 2014 - Present
DressanderBHC April 2014 - June 2015
Northstar Wealth Partners November 2011 - April 2014
SS&C GlobeOp March 2009 - July 2011
Liberty Bank December 2002 - February 2009
Proprietary Day Trader March 2001 - December 2002
TD Waterhouse March 1998 - March 2001
Skills
Compliance, Alternative Investments, Investments, Series 7, Series 63, Series 65, Series 24, series 55, series 3, series 4, MS Excel Pivot Tables, Camra Accounting, ADP order entry, Nasdaq Level 2, SQL, Crystal Reports, Bloomberg, CT health and life..., Real Estate Investing
Education
University of Hartford 2007 — 2009
Master of Business Administration (MBA), Accounting and Finance, 3.8
Central Connecticut State University 2004 — 2007
Bachelor of Science (BS), Accounting and Finance, 3.25
KW Commercial November 2012 - Present
Marcus & Millichap July 2011 - November 2012
FUTURITY FIRST Insurance Group July 2009 - August 2011
New England Financial May 2005 - July 2009
Skills
Real Estate, Real Estate Transactions, Short Sales, First Time Home Buyers, Investment Properties, Listings, Investments, Foreclosures, Investors, REO, Sellers, Buyer Representation, Property, Condos
Education
California State University-Los Angeles 2003 — 2004
B.S., Business Administration -- Finance
ProEquities January 2013 - Present
Law Office of T. Phillip Boggess November 1996 - Present
TPB Financial Solutions November 2007 - Present
FUTURITY FIRST Insurance Group January 2013 - Present
New England Financial July 2008 - December 2012
Square 1 Elite Sports Management February 1999 - March 2002
Office of T. Phillip Boggess February 1999 - March 2002
Thomson Reuters (formerly West Legal Publishing) April 1997 - November 2001
James Bouril and Associates December 1996 - April 1997
Law Resources September 1996 - April 1997
Education
Drake University 1993 — 1996
Juris Doctor, Law
Washington University in St. Louis 1989 — 1993
Master of Arts (MA), Economics
Washington University in St. Louis 1989 — 1993
Bachelor of Arts (BA), Economics and Business
Oak Park and River Forest High School (OPRF) 1985 — 1989
AIG Financial Network August 2014 - Present
Ohio National Financial Services December 2009 - January 2014
FUTURITY FIRST Insurance Group March 2008 - October 2009
The Guardian Life Insurance Company of America May 2006 - February 2008
Principal Financial Group March 2003 - May 2006
New York Life Insurance Company 1999 - March 2003
Metlife 1992 - 1999
Skills
Life Insurance, Disability Insurance, Variable Annuities, Qualified Retirement..., Recruiting, Insurance, Retirement, Employee Benefits, FINRA, Fixed Annuities, Investments, Long-term Care, Mutual Funds, Retirement Planning, Term Life Insurance
Education
University of Illinois at Chicago 1979 — 1981
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
The American College
FUTURITY FIRST Insurance Group August 2009 - Present
Oklahoma Financial Group Inc December 1994 - Present
Registered Representative April 1984 - Present
Skills
Agent, Agency Manager, Annuities, Retirement Planning, Estate Planning, Long Term Care, Disability Insurance, Medicare, Certified Financial...
Education
Lamar University
O'Connell High School
Lamar University 1974 — 1979
BBA, Marketing
The American College 2001 — 2003
Chartered Financial Consultant
The American College 2001 — 2003
Chartered Life Underwriter
College for Financial Planning 1989 — 1992
Certified Financial Planner
Yale New Haven Health System July 2013 - Present
FUTURITY FIRST Insurance Group October 2011 - July 2013
Skills
.NET, C#, ASP.NET, ASP.NET MVC, Microsoft SQL Server, IIS, Apache, Web Applications, Web Development, Mobile Devices, Android Development, Java, C++, Podcasting, Audio Editing, Video Games, SEO, HTML, Windows, Requirements Gathering, Web Design, CMS, Software Documentation, JavaScript, XML, User Experience, Visio, Windows Server, Android, SDLC, Information Architecture, Integration, ASP, Systems Analysis, SQL, Web Services, CSS
Education
University of South Florida 2003 — 2008
Bachelor of Arts (B.A.), Psychology
Plant City High School 1981 — 1985
United Technologies May 2012 - Present
University of Hartford August 2010 - Present
FUTURITY FIRST Insurance Group November 2011 - May 2012
Acosta Sales & Marketing December 2008 - April 2011
Education
University of Hartford 2010 — 2013
Accounting
University of Rhode Island - College of Business Administration 2009 — 2010
FUTURITY FIRST Insurance Group
Skills
Medicare Supplements, Insurance, Long Term Care, Annuities, Medicare, Health Insurance, Long-term Care, Whole Life, Disability Insurance, Fixed Annuities, Property, Commercial Insurance, Indexed Annuities, Income Protection, Financial Services, Permanent Life Insurance, Claim, Estate Planning, Employee Benefits, Retirement, Retirement Planning, Universal Life, Term Life Insurance, IRAs, Life Insurance, Long Term Care Insurance, Sales Management
Education
Old Dominion University
BlumShapiro May 2014 - Present
Infinex Financial Group December 2014 - January 2015
FUTURITY FIRST Insurance Group January 2013 - January 2014
Freidman Kannenberg- Music Industry Accountants January 2012 - January 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Higher Education, Accounting, Financial Reporting, GreatPlains, Annual Reports, Quicken, QuickBooks, Journal Entries, Public Speaking, Time Management, Marketing Research, Trial Balance, Budgets, Financial Analysis, Analysis, Financial Statements, Account Reconciliation, Insurance
Education
Bentley University 2015 — 2016
Master’s Degree, Finance, General, 3.7
Bentley University 2013 — 2015
Bachelor of Science (B.S.) Accounting, Accounting
Endicott College 2011 — 2013
Bachelor of Science, Business; Accounting
LIMRA March 2013 - Present
Prudential Financial (Contracted through Adecco) May 2012 - September 2012
FUTURITY FIRST Insurance Group October 2011 - May 2012
Voya Financial March 2007 - October 2011
AXA US December 2005 - March 2007
New England Financial, A MetLife Company 2002 - 2005
MassMutual Financial Group 2000 - 2001
The Phoenix Companies, Inc. 1997 - 2000
Skills
Time Management, CRM, Microsoft Office, Team-oriented, Life Insurance, Event Planning, Microsoft Excel, Computer Proficiency, Communication Skills, Organizational..., Training, Management, Teamwork, Preparedness, Event Management, Modeling, Marketing, Forward Thinking, Sales, Insurance, Investments, Financial Services, Qualified Retirement..., Retirement Planning, Relationship Management
Education
Central Connecticut State University
Bachelor of Arts degree
Saint Francis Care March 2014 - Present
FUTURITY FIRST Insurance Group January 2009 - March 2014
Skylightsys March 2008 - January 2009
Skills
Employee Benefits, Employee Relations, Talent Acquisition, Recruiting, Human Resources, Performance Management, Onboarding, Benefits Administration, HRIS, Training, Management, Insurance, 401k, Life Insurance, Fixed Annuities, Deferred Compensation, Coaching, Long-term Care, Applicant Tracking..., Temporary Placement, Personnel Management, New Hire Orientations, Workers Compensation, Talent Management, Succession Planning, College Recruiting, Internet Recruiting, Disability Insurance, Employee Engagement, Staffing Services, Resume Writing, Organizational..., HR Policies, Workforce Planning
Education
Northeastern University 2005 — 2007
M.S., Psychology
Stonehill College 2001 — 2005
B.A., Psychology
Berlin High School
Secure Future FG August 2013 - Present
FUTURITY FIRST Insurance Group August 2012 - June 2013
Bankers Life and Casualty June 2011 - July 2012
Farm Bureau Financial Services January 2010 - April 2011
Skills
Fixed Annuities, Life Insurance, Health Insurance, Long-term Care, Retirement Planning, Medicare, Strategic Financial..., Disability Insurance, Investments, Small Business, Insurance, Term Life Insurance, Long Term Care Insurance, Retirement, Universal Life
Education
Mesa Community College 1989 — 1991
Mathematics
Crump Life Insurance Services July 2012 - Present
FUTURITY FIRST Insurance Group February 2012 - July 2012
FUTURITY FIRST Insurance Group February 2011 - February 2012
FUTURITY FIRST Insurance Group October 2010 - February 2011
FUTURITY FIRST Insurance Group January 2008 - October 2010
Lincoln Financial Group August 2003 - May 2007
Lincoln Financial Group August 2003 - 2006
Skills
Series 6, Life Insurance, Fixed Annuities, Indexed Annuities, Long Term Care Insurance, Disability Insurance, Medicare, Variable Life, LOMA 281, Leadership, Long-term Care, Training, Insurance, Term Life Insurance, Management, Employee Benefits, Health Insurance, Retirement, Retirement Planning, Whole Life, Underwriting, Financial Services, Variable Annuities
Education
Eastern Connecticut State University 1999 — 2003
Bachelor's degree, Business Administration and Management, General
FUTURITY FIRST Insurance Group May 2012 - Present
Bankers Life and Casualty November 2006 - May 2012
Skills
Insurance, Health Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Long-term Care, Medicare, Whole Life, Universal Life, Long Term Care Insurance, Retirement Planning, Retirement
Education
Rock Valley College 1993 — 1995
AS, Business Management
Rockford College
BS, Business Management
Stanley Black & Decker , Inc. May 2013 - Present
FUTURITY FIRST Insurance Group January 2012 - May 2013
KBW April 2011 - February 2012
Hamilton Sundstrand January 2010 - April 2011
Hamilton Sundstrand January 2008 - December 2009
Hamilton Sundstrand July 2005 - November 2009
United Technologies July 2003 - July 2005
Carrier Corporation 2004 - 2004
Connecticut Online Computer Center 1999 - 2002
Skills
Business Analytics, Business Analysis, Process Improvement, SQL, Financial Modeling, Acquisition Integration, ERP, Business Intelligence, Financial Forecasting, Integration, Financial Analysis, Business Objects, Market Research, Strategy, Hyperion Enterprise, Finance, Forecasting, Data Analysis, SAP BW, Analysis, Essbase, CRM, Strategic Financial..., Project Portfolio..., Business Strategy, Cross-functional Team..., Financial Reporting, Operations Research, SDLC, Competitive Analysis, Pricing, Operational Excellence, Management Consulting, Financial Services, Competitive Intelligence, Business Process..., Requirements Gathering, Statistics, Microsoft Excel
Education
Carnegie Mellon University - Tepper School of Business 2008 — 2011
MBA
Syracuse University - Martin J. Whitman School of Management 1999 — 2003
BS, Finance, Supply Chain
Nucleus Central April 2014 - Present
GTMC Ltd 2008 - April 2014
Fifth Third Bank February 2010 - December 2012
Futurity First Insurance Group 2009 - 2009
Skills
Finance, Teamwork, Account Management, Sales Management, Strategic Planning, Retail Banking, Loans, Financial Analysis, Banking, Risk Management, Business Planning, Business Strategy, Accounting, Strategy, Management Consulting, Credit, Customer Service, Microsoft Excel, Cash Management, Auditing, Financial Reporting, Entrepreneurship, Credit Analysis, Financial Risk, Managerial Finance, Accounts Receivable, Microsoft Office, Credit Risk, Corporate Finance, Account Reconciliation, Outlook, Marketing Strategy, New Business Development, Data Analysis, Analysis, Process Improvement, Management, Business Analysis, Financial Accounting, Internal Controls, Small Business, Accounts Payable, General Ledger, Payroll, Valuation, Financial Statements, Invoicing, Insurance, Team Building, SAP
Education
Mercer University - Stetson School of Business and Economics 2010 — 2013
MBA/MACC, Accounting and Business/Management
University of Ghana 2003 — 2007
BS Business Administration, Finance
St Roses' High School 2000 — 2002
HAWTHORNE KNOTT INSURANCE GROUP November 1990 - Present
HAWTHORNE KNOTT INSURANCE GROUP April 1988 - Present
FUTURITY FIRST Insurance Group January 2010 - July 2010
Mutual of Omaha March 2006 - October 2009
Education
Loyola University of Chicago
Northwestern University
FUTURITY FIRST Insurance Group 2012 - Present
Strategic Financial Group / MassMutual January 2011 - August 2012
Mass Mutual Insurance 2004 - 2010
Allmerica Financial July 1999 - December 2003
Provident Mutual April 1995 - June 1999
CIGNA 1982 - 1994
Skills
Insurance, Retirement, Retirement Planning, Strategic Financial..., Fixed Annuities, Investments, Securities, Series 7, Life Insurance, Disability Insurance, Wealth Management, Mutual Funds, Employee Benefits, Estate Planning, 401k, Financial Analysis, Series 6, Long-term Care, Strategic Planning, Series 63, Financial Services, Small Business, IRAs, Term Life Insurance, Health Insurance, Financial Planners, Financial Advisory, Long Term Care Insurance, Wealth, Underwriting, Investment Advisory, Whole Life, Succession Planning, Asset Allocation, Financial Planning
Education
Miami University 1975 — 1979
Bachelor of Philosophy, Liberal Arts/ Political Science/Philosophy
FUTURITY FIRST Insurance Group August 2009 - Present
Automotive Service Industry March 2005 - March 2009
US Navy June 2002 - March 2005
Education
San Diego Mesa College 2009 — 2009
n/a, business
Allstate Financial July 2011 - Present
Cathedral International Church, Atlanta GA October 2010 - Present
Shearod & Associates October 2010 - July 2011
Mars Hill Community Church 2006 - March 2011
Futurity First Insurance Group May 2009 - October 2010
MetLife Financial Services December 1999 - January 2009
United States Army Reserve July 1984 - August 2007
Second Baptist Church, The Cathedral July 1987 - December 1999
Metlife February 1986 - August 1999
St. Ladislaus School September 1985 - February 1986
Skills
FINRA, Compliance, Retirement, Administration, Annuities
Education
Rutgers University-New Brunswick 1981 — 1985
BA, History
Nassau Community College 1979 — 1981
AA, Liberal Arts
Nassau Community College 1979 — 1981
Regents, Liberal Arts
My Sister's Place May 2012 - October 2013
Futurity First Insurance Group October 2007 - October 2010
Lincoln Financial Group January 1995 - July 2007
Connecticut Mutual 1978 - 1995
Connecticut Mutual 1975 - 1995
Skills
Insurance, Contract Negotiation, New Business Development, Claims, Reinsurance, Underwriting, Executive Management, Customer Relations, Strategic Planning, Strategy Development, Vendor Management, Customer Service, Change Management, Strategy, Training, Management, Outsourcing, Process Improvement, Long-term Care, Employee Benefits, Start-ups, Fixed Annuities, Disability Insurance, Term Life Insurance, Health Insurance, Retirement, Risk Management, Mergers & Acquisitions, Life Insurance, Financial Services, Medicare, Strategic Financial..., Retirement Planning, Property & Casualty..., Series 6, Mutual Funds, Small Business, 401k, IRAs, Investments, General Insurance, Series 7, Claim, Financial Planning
Education
Rensselaer Polytechnic Institute at Hartford
MS, Management
FUTURITY FIRST Insurance Group August 2012 - Present
Bankers Life and Casualty May 2005 - July 2012
Sheaffer Pen Company January 1990 - March 1996
Charles of the Ritz March 1985 - August 1987
Estee Lauder June 1974 - February 1980
Skills
Medicare, Leadership, Insurance, Marketing, Sales, Health Insurance, Employee Benefits, Fixed Annuities, Marketing Strategy, Customer Service, Strategic Planning, Sales Management, Team Building, Training, Microsoft Office, Management, Recruiting, Small Business, New Business Development, Public Relations, Life Insurance, Event Planning, Public Speaking, PowerPoint, Term Life Insurance
Education
University at Albany, SUNY 1968 — 1972
BS, Business Administration
Noble Environmental Power August 2012 - Present
FUTURITY FIRST Insurance Group 2011 - 2012
Constitution Corporate Federal Credit Union 2004 - 2011
Getronics at Bayer Pharmaceuticals 2000 - 2004
CompuCom 2000 - 2000
Warnaco 1998 - 1999
Unisys 1998 - 1998
Skills
Active Directory, Windows, Microsoft Office, Windows Server, Troubleshooting, Process Improvement, VMware, Change Management, Data Center, Integration, Servers, Problem Solving, Computer Hardware, Team Leadership, Documentation, Telecommunications, Administration, Disaster Recovery, System Administration, Security, Management, Vendor Management, Software Documentation, Network Security, Technical Support, Leadership, XP, IT Management, SharePoint, Visio, Business Process..., IT Strategy, IT Operations, Hosted Services, Hosted Microsoft..., Microsoft SQL Server, MS Project, Citrix, ITIL, Project Portfolio..., Microsoft Exchange, SDLC
Education
Data Institute Business School 1997 — 1998
Computer Electronics, Information Technology
Albertus Magnus College
Business Management
Preferred Meals September 2015 - Present
Environmental Systems Design, Inc. February 2015 - July 2015
Fuss & O'Neill January 2014 - June 2014
Connecticut Department of Children and Family January 2012 - June 2014
FUTURITY FIRST Insurance Group March 2012 - January 2014
Farmington Avenue Business District April 2011 - April 2012
Zlokower & Miller, LLP June 2010 - April 2012
Diversified Distribution Systems November 2006 - November 2008
Skills
Salesforce.com, HRIS, Workflow Management, Legal Research, Legal Writing, ADP HRB, Project Management, Operations Management, Purchasing Negotiation, Purchasing, Human Resources, Wholesale Purchasing, Workers Compensation, Customer Service, Employee Benefits, Retail, Insurance, Process Improvement, Management, Time Management, Estate Planning, Entrepreneurship, Recruiting, Small Business, Team Building, Training
Education
University of Minnesota-Twin Cities 1999 — 2004
BA, History
Caledonia High 1995 — 1999
High School Diploma, High School/Secondary Diplomas and Certificates
Danellie Foundation May 2014 - March 2015
Crossroads Programs, Inc January 2011 - March 2014
Futurity First Insurance Group August 2008 - December 2010
The MCM Group August 2000 - April 2008
SNiP Telecommunications 1999 - 2000
CME Information Services 1992 - 1998
Skills
Marketing, Newsletters, Graphic Design, Strategic Planning, Public Relations, Advertising, Lead Generation, Marketing Communications, Business Development, Fundraising, Nonprofits, Sales, Customer Service, Management, New Business Development, Small Business, Leadership, Budgets, Market Research, Entrepreneurship, Project Management, B2B, Analysis, Program Management, Public Speaking, Social Media, Email Marketing, Event Planning, Project Planning, Social Media Marketing, Event Management
Education
John Hancock University 2012 — 2016
MBA, 4.0
University of State of New York 1992 — 1993
BS, Liberal Arts
Villanova University 2011 — 2011
Certificate, Fundraising
Parsons School of Design 1984 — 1985
AS Advertising and Graphic Design, Graphic Design
University of North Carolina at Charlotte 1981 — 1983
Architecture
Diverse Financial Solutions, LLC May 2014 - Present
Futurity First Insurance Group April 2012 - April 2014
Diverse Retirement Solutions January 2011 - April 2012
Bankers Life and Casualty April 2008 - January 2011
OMI Magnetic Imaging January 2006 - March 2008
Skills
Insurance, Project Management, Health Insurance, Team Building, Sales Management, Marketing, Medicare, Life Insurance, Individual Life, Permanent Life Insurance, Irrevocable Life..., Term Life Insurance, Fixed Annuities, Annuity Sales, Equity Indexed Annuities, Charitable Gift..., Long Term Care Insurance, Long Term Relationship..., Long Term Business..., Universal Life, Sales, Retirement, 401k, Whole Life, Retirement Planning, Leadership, Long-term Care, IRAs, Financial Planners, Critical Illness, Disability Insurance, Employee Benefits, Financial Advisory, Financial Planning, Financial Services
Education
Keiser College
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
South Plantation High School
US Cellular March 2013 - Present
FUTURITY FIRST Insurance Group May 2012 - February 2013
Bankers Life and Casualty May 2011 - May 2012
Skills
Sales, Long-term Care, Insurance, Medicare, Life Insurance, Retirement Planning, Customer Satisfaction, Customer Service
Education
Highland Community College
Futurity First Insurance Group August 2012 - Present
Pangea Wealth Management August 2011 - August 2012
USAA April 2008 - August 2011
John Driscoll & Company January 2006 - April 2008
Signature Resources September 2004 - January 2006
LAVA Architecture September 2003 - September 2004
Northern Arizona January 2000 - January 2003
Helm Surgical Systems January 1998 - January 2000
TOSA Medical January 1995 - January 1998
Skills
Series 7, Estate Planning, Investments, Mutual Funds, Wealth Management, Series 65, Stocks, Alternative Investment..., Variable Annuities, Retirement Planning, Life Insurance, Long Term Care Insurance, Universal Life, Retirement, Fixed Annuities, Financial Advisory, Financial Planners, Financial Planning, Customer Service, Insurance, Communication, 401k, Financial Services
Education
Arizona State University
Bachelor of Science, Exercise Science
SOZO USA September 2014 - Present
RMI Corporation March 2014 - September 2014
Jefferson Radiology November 2011 - March 2014
Genworth Financial June 2009 - August 2011
FUTURITY FIRST Insurance Group December 2008 - June 2009
Edible Arrangements February 2005 - April 2008
Travelers Life & Annuity November 2003 - February 2005
The Hartford August 2002 - November 2003
Skills
Marketing Communications, Email Marketing, Project Management, CRM, Training, Social Media Marketing, Digital Marketing, Product Marketing, Public Relations, Corporate Communications, Web Design, Website Promotion, Search Engine Ranking, Advertising, Marketing Strategy, Marketing, Management, Customer Service, Event Planning, Event Management, Digital Strategy, Blogging, Social Media, Leadership, Budgets, Market Planning, New Business Development, Direct Mail, Strategic Planning, Business Development, Time Management, Program Management, Online Advertising, Graphic Design, Salesforce.com, Online Marketing, Integrated Marketing, Social Networking, New Media, Media Buying, Microsoft Office, Brand Development
Education
Central Connecticut State University 1999 — 2003
B.S., Marketing
Suffolk University - Sawyer School of Management 1998 — 1999
Marketing
Spiklit September 2014 - Present
USAePay 2013 - August 2014
7 on 10: Feature Film October 2013 - March 2014
FUTURITY FIRST Insurance Group December 2011 - February 2013
Shore Power Inc 2013 - 2013
The RDP Group October 2011 - December 2012
HerbaSway Laboratories March 2010 - September 2011
HerbaSway Laboratories March 2010 - September 2010
The Pita Group January 2010 - May 2010
Skills
Social Media Outreach, Public Relations Skills, Brand Development, Advertising, Public Relations, Facebook, Social Media, Social Media Marketing, Press Releases, Social Networking, Sales, Marketing, Web Content, Publicity, Strategic Communications, Media Relations, Corporate Communications, Newsletters, Marketing Communications, Copywriting, Blogging, Pinterest
Education
Quinnipiac University 2008 — 2011
Bachelor of Arts, Public Relations
FUTURITY FIRST Insurance Group September 2009 - Present
Futurity First Insurance Group May 2009 - September 2009
Nationwide Financial Network 2005 - 2009
Skills
Recruiting, Retirement Planning, Leadership, Insurance, Sales, Sales Management, Financial Services, Networking, Employee Benefits, Time Management, Fixed Annuities, Securities, Life Insurance, Disability Insurance, Term Life Insurance, Retirement, Long-term Care, Health Insurance, Risk Management, Strategic Planning, Long Term Care Insurance, Business Planning
Education
Southern Illinois University, Carbondale 1985 — 1989
MBA, Finance and Marketing
DJ Science College 1983 — 1985
High School
Kansas City Life Insurance Company November 2013 - Present
Kansas City Life Insurance Company November 2010 - November 2013
Financial Services Firm September 2009 - November 2010
FUTURITY FIRST Insurance Group November 2008 - August 2009
Ameriprise Financial November 2006 - June 2008
Ameriprise Financial May 2000 - October 2006
Ameriprise Financial / American Express Financial Advisors April 1998 - May 2000
Norwest Financial / Wells Fargo Financial August 1996 - April 1998
Skills
Investments, Disability Insurance, Financial Planners, Leadership, Retirement Planning, Fixed Annuities, Strategic Financial..., Insurance, Series 7, Mutual Funds, Health Insurance, Long-term Care, Financial Advisory, Life Insurance, Estate Planning, Employee Benefits, Retirement, 401k, IRAs, Finance, Variable Annuities, Long Term Care Insurance, Financial Services, Investment Strategies, Securities, Asset Management, Wealth Management, Portfolio Management, Small Business, Term Life Insurance, Underwriting, Financial Planning
Education
University of South Florida 1993 — 1996
Finance, Finance and Accounting
State College of Florida-Manatee-Sarasota 1991 — 1993
AA, Business / Finance
Red Bank Catholic 1987 — 1991
High School
ProEquities, Inc. August 2014 - Present
Futurity First Insurance Group August 2013 - Present
Bankers Life and Casualty Company October 2010 - July 2013
Johnson Brothers Liquor Company October 2005 - June 2010
Publix Super Markets January 1999 - September 2005
Skills
Life Insurance, Insurance, Fixed Annuities, Retirement Planning, Term Life Insurance, Retirement, Disability Insurance, Health Insurance, Whole Life, Long-term Care, Universal Life, Long Term Care Insurance, Portfolio Management, Series 6, Variable Annuities, Mutual Funds, Investments, IRAs
Education
Kaplan University 2014 — 2014
Series 6, Financial Planning and Services
Cramer September 2013 - Present
Faria Partnership Alliances 2010 - Present
FUTURITY FIRST Insurance Group 2007 - 2010
O’DONNYBOR/TOMMYBOR, LLC 2003 - 2007
New England Financial 1973 - 2003
Skills
Distribution Operations, Sales Strategy and..., Negotiation, Marketing and Sales, Executive Leadership, Field Compensation, Distribution Recruiting, Disability Insurance, Insurance, Estate Planning, Strategic Planning, Business Planning, New Business Development, Life Insurance, Marketing, Management, Fixed Annuities, Sales, Leadership, Training, Sales Management
Education
Bentley University 1969 — 1973
Bachelor of Science (BS), Business Administration and Management, General
Suffolk University 1978 — 1980
Master of Business Administration (MBA), Business Administration and Management, General
FUTURITY FIRST Insurance Group February 2011 - Present
MassMutual: MML Investors Services, Inc (MMLISI) September 2004 - October 2009
Fidelity Investments Institutional Services Company, Inc. (FIIS) October 1996 - August 2004
The New England: New England Securities (NES) November 1993 - October 1996
PricewaterhouseCoopers (previously Coopers & Lybrand) November 1983 - November 1993
Source Finance 1988 - 1990
Wolf & Company, Chartered Accountants 1982 - 1983
Skills
Strategy, Strategic Financial..., Financial Reporting, Mergers, Mergers & Acquisitions, Forecasting, Investments, Business Planning, Financial Modeling, Management, Finance, Internal Controls, Budgets
Education
Suffolk University 1978 — 1982
Bachelor of Science Business Adminstration, Accounting
Suffolk University - Sawyer Business School 1978 — 1982
BS Business Administration, Accounting
New York Life July 2010 - Present
FUTURITY FIRST Insurance Group October 2008 - September 2009
Mass Mutual February 2005 - September 2008
AXA Advisors January 1998 - February 2005
Skills
Investments, Financial Planning, Insurance, Asset Management, Financial Services, Fixed Annuities, IRAs, Retirement Planning, Retirement, Disability Insurance, Life Insurance, Long-term Care, Term Life Insurance, Series 7, Series 63, Mutual Funds, Wealth Management, Estate Planning, Securities, Wealth, Wealth Accumulation, Financial Planners, Series 6, Health Insurance
Education
Oklahoma State University 1988 — 1991
BS, Hotel & Restaurant Management
Columbia University in the City of New York 1987 — 1988
Degree of Study, Economics
Aspen US Holdings September 2012 - Present
FUTURITY FIRST Insurance Group September 2011 - September 2012
Open Solutions October 2008 - December 2010
Travelers Insurance Companies December 2006 - March 2008
Travelers May 2003 - November 2006
Deloitte & Touche January 1992 - May 2003
Education
University of Arkansas at Little Rock 1989 — 1991
FUTURITY FIRST Insurance Group November 2008 - Present
Bankers Life and Casualty March 2005 - October 2008
Education
Indiana University-Purdue University at Indianapolis 2004 — 2006
MA, Bioethics
Indiana University-Purdue University at Indianapolis 2002 — 2004
BS, Political Science
Butler University 1998 — 2000
BS, Pharmacy
AAA Auto Club South December 2011 - Present
Combined Insurance May 2011 - January 2012
FUTURITY FIRST Insurance Group 2009 - May 2011
Bankers Conseco Life Insurance Company 2007 - 2007
Bankers Conseco Life Insurance Company 2007 - 2007
Safeway Food & Drug July 1979 - May 2001
Skills
Fixed Annuities, Underwriting, Universal Life, Critical Illness, General Insurance, Small Business, Brokers, Recruiting, Insurance, Term Life Insurance, Retirement Planning, Team Building, Disability Insurance, Life Insurance, Casualty, Health Insurance, Retirement, Whole Life, Medicare, Long-term Care, Property & Casualty..., Long Term Care Insurance, Sales
Education
University of Arkansas at Little Rock 1980 — 1982
Psychology
University of Arkansas at Little Rock
BB&T April 2013 - Present
ProEquities August 2012 - April 2013
FUTURITY FIRST Insurance Group August 2012 - April 2013
PNC Investments February 2008 - July 2012
Morgan Stanley January 2007 - January 2008
Skills
Personal Financial..., Life Insurance, Estate Planning, Asset Managment, Income Protection, Asset Management, Investments, Retirement Planning, Fixed Annuities, Financial Planners, Financial Services, Wealth, Term Life Insurance, Investment Advisory, Wealth Management
Education
University of Florida 2004 — 2006
BS, Finance
AIG May 2014 - Present
High Activity Sales, LLC. January 2014 - May 2014
JD Stout Consulting September 2007 - May 2014
Futurity First Insurance Group August 2008 - September 2009
JD Stout Consulting February 2007 - August 2008
Foresters July 2005 - February 2007
Foresters July 2004 - July 2005
MetLife 2002 - 2004
MetLife 2001 - 2002
MetLife 1998 - 2001
Skills
Succession Planning, Executive Coaching, Organizational Change, Incentive Programs, Executive Development, Organizational..., Coaching, Compensation, Leadership Development, Organizational..., Strategic Planning, Talent Management, Employee Engagement, Strategy Development, Team Building, Performance Management, Insurance, Change Management, Mergers, Sales Management, Business Strategy, Management Consulting, Business Planning, Marketing Strategy, Process Improvement, New Business Development, Executive Management, Business Transformation, Sales Management..., Strategy, Sales, Mergers & Acquisitions, Leadership, Fixed Annuities
Education
University of Houston 1980 — 1986
Ph.D., Organizational Psychology
Washington and Lee University 1976 — 1980
Bachelor of Arts (B.A.), Psychology and East Asian Studies
Fu Jen Catholic University 1979 — 1979
Exchange Student
The Chinese University of Hong Kong 1978 — 1978
Exchange Student
Kaman Industrial Technologies June 2013 - Present
FUTURITY FIRST Insurance Group May 2012 - May 2013
Skills
Determined, Academic, Innovative Problem..., Interpersonal, Curiosity, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Finance, Analysis, Financial Analysis, Management, Leadership, Social Networking, Academia, Public Speaking, Strategic Financial...
Education
University of Hartford 2009 — 2013
Bachelor’s Degree, Economics, Finance, Insurance
Keller Williams Check Realty September 2015 - Present
Stephanie Woods Team at West Usa Realty Of Prescott May 2015 - September 2015
Keller Williams Check Realty August 2012 - May 2015
Spence Cassidy & Associates, LLC September 2011 - April 2012
FUTURITY FIRST Insurance Group April 2008 - September 2011
Bankers Life and Casualty June 2004 - May 2008
Brighten Communications November 2002 - June 2004
American Express February 2000 - December 2002
Merchants Information Solutions September 1997 - December 1999
Knight Transportation 1994 - 1996
Skills
Insurance, Training, Office Management, Customer Service, Time Management, Leadership, Life Insurance, Long-term Care, Data Entry, Employee Benefits, Office Administration, Team Building, Marketing, Term Life Insurance, Fixed Annuities, Human Resources, Management, Administrative..., Underwriting, Strategic Financial..., New Business Development, Recruiting, Executive Management, Telephone Skills, Accounts Receivable, Negotiation, Operations Management, Health Insurance, Microsoft Office, Account Management, Data Management, Dispatching, Credit, Compliance, Claim, 10 Key, Administrative Work, 10-key, 60WPM+, General Administration, Administrative Support, Reception, Claims, Operations, Detail Orientation, Attention To Detail, Administration, Life and Health Licensed, Real Estate, Multiple Listing Service
Education
Rio Salado College 2001 — 2001
Card Member Services, 3.0
Glendale Community College 1994 — 1995
Software
Alhambra High School 1986 — 1990
Art
CNC Software September 2014 - Present
FUTURITY FIRST Insurance Group April 2012 - September 2014
Travelers January 2006 - April 2012
Raymond James Financial September 2001 - December 2005
University of California San Diego October 2000 - September 2001
Skills
Email Marketing, Insurance, Marketing Communications, Newsletters, Corporate Communications, Copywriting, Social Media Marketing, Marketing, Direct Marketing, Web Content, Brainshark, Corporate Branding, Lead Generation, Strategic Communications, Press Releases, Advertising, Vendor Management
Education
University of South Florida
BA
EMC July 2015 - Present
EMC July 2012 - Present
FUTURITY FIRST Insurance Group April 2010 - July 2012
Travelers Insurance 2005 - 2009
Hewlett-Packard 1997 - 2005
Skills
Process Improvement, Requirements Gathering, Vendor Management, Strategic Planning, Requirements Analysis, Insurance, SDLC, Project Management, Business Analysis, Go-to-market Strategy, Strategic Leadership, IT Strategy, CRM, Cloud Computing, Enterprise Software, Leadership, Management, PMO, Program Management, SaaS, Strategy
Education
St. Lawrence University
BA, Economics
The University of Connecticut School of Business
MBA, Management and Operations
Lubno Advisory March 2015 - Present
Keller Williams Realty Atlantic Partners 2004 - Present
FUTURITY FIRST Insurance Group March 2013 - March 2015
Bankers Life and Casualty 2011 - August 2012
Sysco 2012 - March 2012
Keller Williams Real Estate March 2002 - September 2010
Clark Foam April 1997 - February 2006
Skills
Disability Insurance, Microsoft Excel, Sales, Coaching, Strategic Planning, Health Insurance, Fixed Annuities, Customer Service, Insurance, Sales Management, Leadership, Retirement Planning, Retirement, IRAs, Portfolio Management, Budgets, Marketing Strategy, Life Insurance, Investments, Marketing, Negotiation, Management, Financial Advisory, Recruiting, Real Estate, Real Estate Transactions
Education
Coastal Carolina University
Bachelor of Arts (B.A.), Psychology
Senior Aerospace Connecticut May 2013 - Present
Futurity First Insurance Group July 2010 - November 2011
Nurtur December 2006 - December 2009
Guilford Specialty Group July 2003 - November 2006
Colony Supply, Inc. January 1999 - June 2003
Skills
Leadership, Open Enrollment, Management, Interviews, Strategy, Employment Law, Resume Writing, Internet Recruiting, Sourcing, Onboarding, Employee Benefits, Benefits Administration, Performance Management, Employee Relations, Exit Interviews, Performance Appraisal, Executive Management, Executive Coaching
Education
The University of Connecticut 1980 — 1984
BS, HDFR
Asurea June 2015 - Present
FUTURITY FIRST Insurance Group March 2012 - June 2015
Choice Financial Group, LLC May 2007 - December 2010
Bankers Life & Casualty Company - Florida February 2000 - May 2007
America's #1 Life & Health Agency - Florida November 1992 - February 2000
Skills
Branch Management, Coaching, Sales Management, Public Speaking, Team Motivator, Retirement Planning, Equity Indexed Annuities, IUL, Estate Planning, Financial Planning, Long Term Care, Medicare Supplements, UL, Home Care, Disability Insurance, Employee Benefits, Linked Benefit Solutions, Long-term Care, Medicare, Strategic Financial..., Asset Protection, Retirement, Fixed Annuities, Insurance, Term Life Insurance, General Insurance, Whole Life, Life Insurance, 401k, Medical Malpractice, Premium Financing, Tax Free Income, Financial Planners, Critical Illness, Financial Advisory, IRAs, Brokers, Long Term Care Insurance, Wealth, Underwriting, Health Insurance, Wealth Management, Universal Life, Financial Services, Recruiting, Income Protection, Small Business, Sales, Management, Investments
Education
The Florida State University 1985 — 1990
Bachelor's degree, Political Science and Government
Florida Department of Insurance 1992 — 1992
2-15 License, Life, Health and Annuities
Florida State University 1985 — 1989
BS, London Study Program
nova 1980 — 1985
Nova High, All
Bell Laboratories, Inc. September 2014 - Present
Target December 2007 - Present
Southern States Cooperative January 2013 - September 2014
se2, inc. October 2010 - November 2012
Futurity First Insurance Group January 2009 - October 2010
Engineering Services & Products Company October 2008 - January 2009
Land O'Lakes Purina Feed LLC August 2004 - September 2008
Land O'Lakes Purina Feed LLC September 2002 - November 2004
Saddlebrook Equestrian Center June 2002 - August 2004
Saddlebrook Equestrian Center January 2003 - June 2003
Skills
Insurance, Marketing, Customer Service, Training, Sales, New Business Development, Health Insurance, Business Development, Advertising, Fixed Annuities, Management, PowerPoint, Leadership, Strategic Planning, Microsoft Office, Account Management, Sales Management, Market Research, Selling, Time Management, Licensing, Customer Satisfaction, Organization, Public Speaking, Small Business, Recruiting, Employee Benefits, Event Planning, Merchandising, Retail, Teamwork, Outlook, Microsoft Excel, Microsoft Word, Marketing Strategy, Cold Calling, Direct Sales, Data Entry, Social Media, Social Media Marketing, Building Relationships, Team Building, Relationship Building
Education
Delaware Valley University 1998 — 2002
BS, Animal Science, Minor Marketing
Upper Merion Area High School 1994 — 1998
Diploma
Futurity First Insurance Group June 2010 - Present
MetLife February 1956 - February 2010
Skills
Disability Insurance, Term Life Insurance, Small Business, IRAs, Retirement Planning, Life Insurance, Fixed Annuities, 401k, Long-term Care, Retirement, Whole Life, Medicare, Employee Benefits, Sales, Mutual Funds, Long Term Care Insurance, General Insurance, New Business Development, Customer Service, Direct Sales, Financial Planners, Marketing, Investments, Strategic Financial..., Estate Planning, Marketing Strategy, Coaching, Roth IRA, Leadership, Recruiting
Education
University of Illinois Springfield 1964 — 1981
Bachelor of Business Administration (BBA), Businesss Administration, Marketing, Marketing Management
Caleres, Inc. February 2015 - Present
Ashley Furniture HomeStore May 2010 - February 2015
Futurity First Insurance Group November 2008 - January 2010
United Insurance Group Agency, Inc. June 2007 - November 2008
Bankers Life and Casualty Company August 2006 - June 2007
Skagit State Bank January 2002 - August 2006
Skagit State Bank May 1998 - January 2002
Skills
Store Management, Visual Merchandising, Merchandising, Loss Prevention, Retail, Profit, Store Operations, Inventory Management, Inventory Control, Retail Sales, Sales, Merchandise Planning, P&L, Customer Satisfaction, Customer Service, Insurance, Furniture, Training, Goal Setting, Sales Management
Education
Burlington Edison High School
University of Phoenix
BACJHS
Disability Resource Group December 2014 - Present
NAIFA July 2014 - Present
GFS Brokerage December 2011 - December 2014
Futurity First Insurance Group December 2008 - March 2011
United Insurance Group 2006 - 2008
Bankers Life Insurance 1999 - 2006
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Life & Health Insurance..., Whole Life, Insurance, Underwriting, Retirement Planning, Risk Management, Leadership, Term Life Insurance, Long Term Care Insurance, Series 6, Long-term Care, Series 63, 401k, Brokers, Critical Illness, Employee Benefits, Estate Planning, Financial Planners, Health Insurance, IRAs, Property, Retirement, Series 7, Team Building, Sales Management, Strategic Planning, Team Mentoring, Sales, Management
Education
University of California, Santa Barbara 1987 — 1991
Psychology
Resources Global Professionals September 2011 - Present
Reynolds and Reynolds August 2010 - September 2011
Futurity First Insurance Group May 2006 - February 2010
Luby's May 2004 - April 2006
Skills
Customer Service, Sales, Management, Marketing, New Business Development, Account Management, Sales Management, Training, Customer Satisfaction, Social Networking, Analysis, Operations Management, Business Strategy, Professional Services, Insurance, Social Media, Customer Retention, Contract Negotiation, Leadership, CRM, Strategy, Business Development
Education
Texas A&M University 1999 — 2004
FUTURITY FIRST Insurance Group February 2013 - Present
Skills
Term Life Insurance, Disability Insurance, Whole Life, Fixed Annuities, Life Insurance, Health Insurance, Long-term Care, Universal Life, Insurance, Long Term Care Insurance, Permanent Life Insurance, Indexed Annuities, IRAs, Equity Indexed Annuities, Medicare, Retirement, Financial Planners, Series 6, Financial Planning
Education
University of Kentucky
clark
Fidelity Investments 2010 - Present
Futurity First Insurance Group 2008 - 2009
MetLife Resources 2008 - 2008
New England Financial 2003 - 2008
New York Life Insurance 1991 - 2003
Skills
Retirement Planning, Training, Series 7, Mutual Funds, Leadership, Insurance, Retirement, Management, Estate Planning, Disability Insurance, Wealth Management, Sales, Sales Management, Fixed Annuities, 401k, Strategic Financial..., Small Business
Education
San Jose State University 1986 — 1988
MBA, Business Administration
Clemson University 1980 — 1984
BS, Mechanical Engineering
Kivett Investments Inc. a member of J.S.MREAA Properties llc July 2005 - Present
Regus May 2014 - March 2015
Vemma September 2010 - September 2014
Residential Finance Corporation April 2011 - October 2013
FuTurity First Insurance Group July 2011 - June 2013
Household International, HSBC Consumer Lending September 2003 - March 2008
Skills
Mortgage Lending, Real Estate, Investment Properties, Sales, Selling, Loans, Referrals, FHA, Finance, Investments, First Time Home Buyers, Small Business, Management, Insurance, Short Sales, Investors, Residential Homes, Entrepreneurship, Refinance, Foreclosures, New Business Development, Fixed Annuities, Sales Management, Commercial Real Estate, Health Insurance, Term Life Insurance, Buyers, Property Management, Credit, Disability Insurance, Universal Life, Retirement Planning, Cash Flow, Asset, Whole Life, Medicare, Long-term Care, Asset Management, Residential Mortgages, Retirement, Financial Services, Portfolio Management, Underwriting, Mutual Funds, Financial Advisory, Commercial Real Estate..., Rentals, Start-ups, Leases, Property & Casualty...
Education
University of North Carolina at Charlotte 2000 — 2004
Business and Finance
Eastern Randolph 1996 — 2000
Law Firm of Daniel J. Sweeney & Associates July 2010 - Present
Futurity First Insurance Group January 2012 - June 2012
The Reader's Digest Association, Inc. 2008 - July 2010
Skills
Digital Media, Direct Marketing, Publishing, Licensing, Editing, Books, Intellectual Property, Client and Vendor..., Sales, Account Management, Policy and Procedure..., Automation and..., Conflict and Dispute..., Cross-Functional Team..., Data Archiving,..., Team Leadership and..., Business Development, Acquisitions, Systems Development, Compliance and Risk..., contract negotiations,..., Asset Management, Global Entertainment..., Access, Analysis, Asset Managment, Content Management, Cross-functional...
Education
Boston University
Paralegal
New York Institute of Technology
MBA
Pace University-New York
MS, Publishing
Sarah Lawrence College
BA, Literature and Dance
SMF Administrative Solutions July 2014 - Present
Designs by Shaunna July 2014 - Present
Audiogod Electronics July 2014 - Present
FUTURITY FIRST Insurance Group August 2013 - January 2014
Bankers Life and Casualty July 2012 - July 2013
P & S Planning, LLC September 2007 - July 2012
Lee Hecht Harrison May 2007 - July 2012
Lee Hecht Harrison January 2007 - April 2007
The Party Exchange 2006 - 2007
Country Inn & Suites by Carlson August 2005 - February 2006
Skills
Contract Management, Office Management, Team Leadership, Process Improvement, Microsoft Office, Event Management, Event Planning, Customer Service, Insurance, Medicare, Account Management, Project Coordination, Budgets, Management, Strategic Planning, Retirement Planning, Retirement Savings, Health Insurance, Life Insurance, Critical Illness, Long Term Care Insurance, Fixed Annuities, Variable Annuities, Medicare Advantage, Estate Planning, Business Management, Client Services, Database Administration, Process Development, Hospitality Management, Customer Relations, Staff Training, Adobe Creative Suite, Training, Human Resources, Coaching, Interviews
Education
Bowling Green State University 2003 — 2005
Robinson & Cole LLP June 2011 - Present
Futurity First Insurance Group March 2008 - June 2011
Cambridge Integrated Services October 2006 - March 2008
International Financial Group December 2001 - October 2006
Connecticut Surety Group May 1999 - May 2001
Hartford Life September 1995 - March 1998
Hartford Life January 1992 - September 1995
Skills
Financial Analysis, GAAP, Accounts Receivable, Consolidation, IFRS, Financial Statements, Insurance, Financial Reporting, Managerial Finance, Accounting, Mergers, Leadership, Mergers & Acquisitions, Analysis, Auditing, Finance, Strategic Financial..., Financial Accounting, Variance Analysis
Education
The University of Connecticut School of Business 1989 — 1993
MBA, Finance
The University of Connecticut School of Business 1989 — 1992
Bachelor's degree, Economics
Connecticut Children's Medical Center December 2012 - Present
Ascension Health Information Services November 2010 - January 2013
FUTURITY FIRST Insurance Group June 2008 - October 2010
ING Financial Services (Kelly Services) November 2006 - May 2008
Kelly Services June 2006 - November 2006
Corporacion Americana de Desarrollo August 2005 - January 2006
UNIVERSIDAD DE SAN MARTIN DE PORRES 2002 - 2005
Skills
Systems Analysis, Strategic Planning, Process Engineering, Customer Relations, Microsoft Office, Documentation, Process Improvement, Customer Service, Insurance, Team Building, Teamwork, Analysis, Coaching, Change Management, Negotiation, Business Analysis, Healthcare, Team Leadership, Administration, Problem Solving, Management Consulting, Mentoring, Research, Program Management, Windows, Policy, Payroll, Quality Assurance, Software Documentation, Epic Systems, Databases, Microsoft SQL Server, Leadership, Access, Project Planning, Training, Data Analysis, Troubleshooting, Management, Software Project..., MS Project, Testing, SQL, Requirements Gathering, Disaster Recovery, Security, Software Development, Healthcare Information..., Oracle, Visio
Education
Universidad de San Martín de Porres 2005 — 2006
Engineer's degree, Computer Science and Systems Engineering, Engineer
Universidad de San Martín de Porres 1999 — 2005
BS, Computer Science and Systems Engineering
Aetna April 2012 - Present
FUTURITY FIRST Insurance Group January 2012 - February 2012
Vantis Life Insurance Summer 2010 June 2010 - August 2010
Skills
Underwriting, Risk Management, Analysis, Insurance, Employee Benefits, Competitive Analysis, Accounting, Market Research, Program Management, Claim, Pricing, Microsoft Excel, Life Insurance, New Business Development, Policy, Health Insurance, Reinsurance, Disability Insurance, Property & Casualty..., Advertising, Finance, Risk Analysis
Education
University of Hartford 2007 — 2011
Bachelor of Science in Business Administration, Insurance and Finance
Wethersfield
Market Access Direct, LLC July 2015 - Present
Laser Image Inc. April 2012 - July 2015
Laser Image Inc. January 2010 - April 2012
FUTURITY FIRST Insurance Group January 2008 - January 2010
Bankers Life & Casualty October 2005 - January 2008
Bankers Life & Casualty September 2003 - October 2005
Colonial Penn Life Insurance September 2001 - October 2005
Colonial Penn Life Insurance February 1999 - September 2001
TPG March 1998 - February 1999
Colonial Penn Life Insurance September 1989 - March 1998
Skills
Medicare, Insurance, Health Insurance, Direct Marketing, Lead Generation, Direct Mail, Fixed Annuities, Life Insurance, Term Life Insurance, Integrated Marketing, Long-term Care, Long Term Care Insurance, Disability Insurance, Marketing, Employee Benefits, Retirement Planning, Brokers, Sales, Retirement, Leadership, Marketing Strategy, Strategic Planning, Account Management
Education
Albright College 1985 — 1989
Bachelor of Science (BS), Business / Psychology
Prudential Financial May 2014 - Present
Prudential Financial January 2013 - May 2014
Hartford Life March 2010 - January 2013
Southern New England Chapter of PMI January 2010 - December 2010
FUTURITY FIRST Insurance Group January 2010 - February 2010
Hartford Life October 2007 - August 2009
Sun Life Financial March 2005 - October 2007
Sun Life Financial 2004 - 2005
Lincoln Life 1999 - 2001
AXA Advisors 1998 - 1999
Skills
Product Development, Insurance, Process Improvement, Program Management, Project Planning, Problem Solving, Project Management, Employee Benefits, Business Analysis, Business Process..., New Business Development, Fixed Annuities, Team Leadership, Leadership, Training, Cross-functional Team..., Management, Strategic Planning, Risk Management
Education
Eastern Connecticut State University 2009 — 2010
Six Sigma Black Belt Program
CT Insurance & Financial Services (IFS) 2009 — 2009
Business Analyst Certificate
University of Phoenix 2001 — 2003
M.B.A., Business Administration
State University of New York College at Cortland 1994 — 1998
BS, Economics and Management Science
FUTURITY FIRST Insurance Group August 2012 - Present
AAA Auto Club South July 2010 - July 2012
Agency Desk, Inc. January 2008 - June 2010
Western & Southern Financial Group November 2006 - December 2007
Bankers Life and Casualty August 2004 - October 2006
Mutual of Omaha January 2000 - July 2004
Skills
Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Long-term Care, Retirement Planning, Brokers, Strategic Planning, Sales, Retirement, Investment Strategies, Health Insurance, Term Life Insurance, Whole Life, General Insurance, Investment Advisory..., Investments, Financial and Insurance..., Business Development, Property & Casualty..., Strategic Financial..., Small Business, Financial Planners, Accident, Certified Senior Advisor, Employee Benefits, Underwriting, Long Term Care Insurance, Claim, Commercial Insurance, 401k, Field Management Award, Critical Illness, Estate Planning, IRAs, Financial Services, Financial Advisory, Career Manager Award, Community Service Award, Mentoring and Coaching, Legacy and Business..., Federal Employee..., Recruiting, Medicare, Universal Life, Training and Business..., Financial Planning
Education
Universidad de Puerto Rico 1971 — 1975
Bachelor's Degree, Finance and Economics
Notre Dame High School 1968 — 1970
General, General Studies
FUTURITY FIRST Insurance Group March 2009 - Present
Climax Enginered Materials 2005 - 2007
Columbian Chemicals Co. October 2002 - March 2005
Acheson Colloids 1995 - 2001
Skills
Sales, Life Insurance, Health Insurance, Fixed Annuities, Insurance, Disability Insurance, Term Life Insurance, Retirement Planning, Whole Life, Long-term Care, Employee Benefits, Retirement, Long Term Care Insurance, Property & Casualty..., Medicare, Sales Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1990 — 1995
MBA, Marketing
Skidmore College 1984 — 1988
Futurity First Insurance Group June 2008 - Present
First Republic Group September 2007 - June 2008
MassMutual 2005 - 2007
Marsh 2001 - 2004
Education
University of Connecticut
BS, Business
Lincoln Financial Group January 2014 - Present
Lincoln Financial Distributors January 2011 - January 2014
Futurity First Insurance Group January 2008 - January 2011
Lincoln Financial Group 1997 - 2008
Aetna 1995 - 1997
Skills
Insurance, Sales Management, Sales Support, Account Management, Problem Solving, Process Improvement, Operations Management, Sales Operations, Workflow Management, Long Term Care Insurance, Life Insurance, Fixed Annuities, Indexed Annuities, Leadership, Health Insurance, Financial Services, Training, Strategy, Employee Benefits
Education
Albertus Magnus College
Bachelor of Science, Business Management
Wilshire Associates August 2011 - Present
FUTURITY FIRST Insurance Group June 2010 - September 2011
Lincoln Financial Group July 2002 - June 2010
Ivy Funds 2000 - 2002
MetLife 1998 - 2000
Prudential Financial 1994 - 1998
Skills
Mutual Funds, Asset Management, Investments, Series 7, Portfolio Management, Series 63, Wealth Management, Financial Services, Retirement Planning, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance
Union College 1986 — 1990
BS, Mathematics
Self Employed Independent Peoplesoft Consultant December 2010 - Present
FUTURITY FIRST Insurance Group February 2012 - April 2012
Nerac October 1993 - July 2009
Skills
Research, Microsoft Excel, Social Networking, Customer Service
Education
Central Connecticut State University 1988 — 1990
BA, Elementary Education and Teaching
FUTURITY FIRST Insurance Group August 2012 - Present
Bankers Life and Casualty June 2010 - July 2012
Adult and Geriatric Institute of Florida April 2006 - June 2008
IBX Technologies, Inc November 2002 - April 2006
Independent Transcription Services January 2001 - November 2002
Skills
Insurance, Long-term Care, Medicare, Life Insurance, Fixed Annuities, Health Insurance, Safe Money Planning, Employee Benefits, Strategic Financial..., Disability Insurance, Term Life Insurance, Financial Analysis, Customer Service, Management, Retirement Planning, Small Business, Long Term Care Insurance, Underwriting, Whole Life, Retirement, 401k, Financial Planners, Critical Illness, IRAs, Universal Life, Estate Planning, Financial Services, Investments, Indexed Annuities, Wealth Management, Brokers, General Insurance, Finance, Risk Management, Investment Strategies, Financial Planning
Education
City University of New York-Brooklyn College 1975 — 1980
BS, Accounting
Morgan Stanley Wealth Management March 2014 - Present
Select Marine Corp Reserve September 1999 - Present
AXA Equitable September 2013 - January 2014
Heritage Fincorp Ince October 2012 - August 2013
FUTURITY FIRST Insurance Group January 2012 - October 2012
New York Life Insurance Company February 2003 - January 2012
Materials Sciences Corporation, Inc June 1999 - September 2001
BICC General Cable July 1997 - June 1999
Skills
FINRA series exam 7,..., Life and Health, Military, Insurance, Due Diligence, Securities, Organizational..., Fixed Annuities, Team Leadership, Investments, Series 7, Military Operations, Command, Training, Operational Planning, Process Improvement, Management, Business Planning, DoD, Strategic Financial..., Customer Service, Retirement Planning, Retirement, System Administration, Security Clearance, Strategic Planning, Leadership, Recruiting, Financial Services, Project Planning, Operations Management, Program Management, Military Experience, Risk Management, Finance
Education
University of Pennsylvania 1992 — 1995
bachelors of science and engineering, materials engineering
Laser Image Inc. July 2011 - Present
FUTURITY FIRST Insurance Group March 2008 - June 2011
Colonial Penn Life Insurance / Bankers Life & Casualty December 1985 - December 2007
Education
Temple University 1978 — 1982
BA, Italian and Education
Williams and Associates Inuracnce Group/Heartland Retirement Group/ASB July 2012 - Present
FUTURITY FIRST Insurance Group 2008 - 2012
New York Life Insuance Company September 2008 - April 2009
United States Army Reserve 1988 - 2007
US Army 1975 - 2007
United States Government 1991 - 2005
Skills
Insurance, Supervisory Skills, Credit, Long Term Care, Annuities, Long-term Care, Fixed Annuities, Disability Insurance, Customer Service, Strategic Financial..., Term Life Insurance, Health Insurance, Sales, Leadership
Education
Indiana University Bloomington 1974 — 1978
Arsenal Technical High School 1971 — 1974
high school
Futurity first Insurance Group Branch ManagerBankers Life and CasualtyOctober 1992 - August 2008
Education
San Francisco State University 1977 — 1980
Marketing
Hub International September 2009 - April 2011
Futurity First Insurance Group October 2008 - August 2009
American Family Insurance April 2003 - January 2008
Lancome February 2003 - January 2006
Skills
Insurance, Customer Service, Outlook
Education
Mesa Community College
Education
Southwest Financial Advisory Group, Inc., a General Agency with the companies of OneAmerica July 2013 - Present
Bankers Life and Casualty October 2012 - July 2013
FUTURITY FIRST Insurance Group June 2012 - October 2012
Bankers Life and Casualty November 2011 - June 2012
Self - Employed April 2010 - December 2011
Intelek Technologies July 2008 - October 2009
Crete Carrier Corporation February 1999 - July 2008
Add On Systems 1998 - 1999
Builders Transport 1993 - 1998
Rocor Transportation 1990 - 1993
Education
University of Central Oklahoma 1974 — 1980
Bachelor of Business Administration (BBA)
Futurity First June 2014 - Present
Futurity First Insurance Group May 2014 - June 2014
VIP Insurance October 2012 - March 2014
Char-Lyn Benefits, LLC June 2000 - October 2012
Skills
Insurance, Team Building, Customer Service, Process Improvement, Management, Strategic Planning, Budgets, Leadership, Business Analysis, Team Leadership, Program Management, Sales, CRM, Sales Management, Life Insurance, Vendor Management, SaaS, Analysis, Project Management, Underwriting
Education
Ayers Career College 1979 — 1980
Certificate, General Office / Data Processing
FUTURITY FIRST Insurance Group May 2012 - Present
Florida Practice & Benefits Group January 2006 - Present
Bankers Life & Casulty Company June 2001 - September 2003
Skills
Sales Management, Financial Planning, Insurance, Fixed Annuities, Strategic Financial...
Education
Florida State University 1985 — 1990
Bachelor's of Science, Risk Management and Insurance
B J & ASSOCIATES March 2010 - Present
FUTURITY FIRST Insurance Group June 2009 - March 2010
Western & Southern Financial Group October 2007 - May 2009
Jazz 91.9FM WCLK January 1998 - July 2000
Skills
Fixed Annuities, Insurance, Life Insurance, Critical Illness, Health Insurance, Employee Benefits, Marketing, Disability Insurance, Customer Service, Small Business
Education
University of Phoenix 2009 — 2012
BSB, Marketing
FUTURITY FIRST Insurance Group Finance AdministratorRose-Mary CenterApril 2002 - January 2008
Education
Cleveland State University - Cleveland-Marshall College of Law 1965 — 1971
BBA, Accounting
FUTURITY FIRST Insurance Group agentAmerican General2008 - 2009
Education
Auburn University 1964 — 1966
ba
BURNS INSURANCE GROUP August 2009 - Present
Dallas and San Antonio Areas 1989 - 2011
FUTURITY FIRST Insurance Group 2008 - 2009
Education
The University of Texas at Austin
Precoa December 2011 - Present
Futurity First Insurance Group September 2013 - June 2014
MassMutual Financial Group/ The Oklahoma Agency May 2012 - April 2013
Dignity Memorial Funeral Homes June 2008 - October 2011
CNA Life Insurance 1990 - 2003
Skills
Life and Health Isurance, Life Insurance, Sales, Customer Service, New Business Development, Public Speaking, Negotiation, Coaching, Insurance, Health Insurance, Public Relations, Cold Calling, Microsoft Office, Team Building, Account Management, Marketing, Strategic Planning
Education
The American College 1990 — 1994
Chartered Financial Consultant, Chartered Life Underwriter, Financial Insurance Plannin
Oklahoma State University 1970 — 1974
BA, Business
Utah National Guard June 2012 - Present
FUTURITY FIRST Insurance Group August 2011 - Present
Skills
Customer Service, Team Building, Sales, Microsoft Office, Marketing, Program Management, Insurance, Small Business, Project Management, Financial Planning
Education
Community College of the Air Force 2003 — 2011
A.S. Aviation Maintenance technology, Aviation Maintenance
University of New Hampshire 2003 — 2008
BS, Business Administration, International Affairs
Truck PM Plus October 2012 - Present
CDC Construction Data Campany April 2011 - October 2012
Guardian Protection Services November 2010 - April 2011
FUTURITY FIRST Insurance Group October 2008 - November 2010
United American Insurance November 2004 - October 2008
Brinks Home Technologies October 2000 - November 2004
Skills
Health Insurance, Insurance, Life Insurance, Medicare, Employee Benefits, Office Management, Outlook, Customer Service, Microsoft Office, Term Life Insurance, Microsoft Word, Small Business, Negotiation, Retirement Planning, Retirement, Lead Generation, Marketing, Sales, Contract Negotiation, Strategic Planning, Team Building, B2B, Customer Retention, Cold Calling, Management, Selling, New Business Development, Direct Sales, Account Management, Training, Sales Management, Leadership, Recruiting, Sales Operations, Coaching, CRM, Sales Process, Marketing Strategy, Sales Presentations, Salesforce.com, Budgets, Social Networking, Online Marketing, Email Marketing, Advertising, Social Media Marketing, Online Advertising, Public Relations
Education
Seminole Community College
Some college courses
FUTURITY FIRST Insurance Group Regional DirectorMetropolitan Life Ins. CompanySeptember 1985 - December 2008
Education
Erie Community College 1972 — 1973
Business
University of Texas Southwestern September 2011 - Present
Quality Personnel Services 2011 - 2012
Blackboard May 2011 - June 2011
Robert Half International September 2003 - June 2011
Center Partners November 2010 - May 2011
Digital and Wireless Telecommunication Center Partners, Incorporated October 2010 - April 2011
Various Healthcare Clients July 2003 - February 2011
FUTURITY FIRST Insurance Group July 2010 - December 2010
Ingles Markets October 2008 - March 2009
Bankers Life and Casualty Insurance August 2007 - October 2008
Skills
Healthcare, Insurance, Management, Project Management, Knowledge Management, Networking, Troubleshooting, Customer Service, Outlook, Team Building, Data Entry, Process Improvement, Employee Benefits, Analysis, Sales, Human Resources, Recruiting, Training, HIPAA, Leadership, Healthcare Information..., EMR, Software Documentation, PowerPoint, Data Analysis, Policy, Microsoft Word, Administration, Marketing, Payroll, Healthcare Management, Hospitals, EHR
Education
Walden University 2005 — 2007
MBA, Knowledge Management; 2007
Liberty University 1997 — 1999
Bachelor of Science, Interdisciplinary Psychology and Education
Liberty University 1997 — 1999
Bachelor of Science, Psychology and Education
Briarcliff High School 1977 — 1979
High School Diploma, College Preparatory
INDEPENDANT INSURANCE AGENT August 2008 - Present
FUTURITY FIRST Insurance Group November 2008 - August 2009
Bankers Life and Casualty October 1997 - August 2008
Skills
Term Life Insurance
Education
San Francisco State University 1976 — 1981
marketing
Creative Financial Staffing (CFS) December 2014 - 2015
The Simon Konover Company May 2011 - August 2013
Creative Financial Staffing (CFS) November 2010 - April 2011
Accountemps March 2010 - July 2010
New Britain Board of Education December 2009 - January 2010
FUTURITY FIRST Insurance Group March 2009 - August 2009
Robert Half Finance & Accounting August 2008 - March 2009
The Stanley Works May 2006 - July 2008
Kforce Inc. August 2005 - May 2006
ING July 2001 - January 2005
Skills
Datamatics Training, Ceridian Traning, Biometric Finger Punch, Biometric Hand Punch, Microsoft Excel, Payroll, Finance, Ceridian, Auditing, Accounting, General Ledger, Financial Reporting, Employee Benefits, ADP Payroll, Journal Entries, Accounts Receivable, Payroll Taxes, Access, PeopleSoft, Customer Service, Microsoft Office
Education
Central Connecticut State University
Bachelor of Science, Accounting
KD Insurance Group January 2011 - Present
TLC Insurance Group January 2011 - February 2012
FUTURITY FIRST Insurance Group September 2008 - September 2009
United American Insurance February 2002 - September 2008
Skills
Fixed Annuities, Medicare, Life Insurance, Medicare Advantage, Critical Illness, Critical Care, Health Insurance, Term Life Insurance, Dental Insurance, Insurance, Long-term Care, Medicare Part D, Long Term Care Insurance, Disability Insurance, Healthcare, Whole Life, Universal Life, Brokers, Dentistry, Call Centers, Customer Retention
Education
Ohio University
Futurity First Insurance Group 2008 - Present
MML Investors Services, Inc. 2005 - 2008
MML Investors Services, Inc. 2003 - 2005
MassMutual Financial Group 2002 - 2003
Lincoln Financial Advisors 1999 - 2002
MassMutual Financial Group 1990 - 1999
Skills
Series 7, Financial Planning, Securities, Mergers, Fixed Annuities, Mergers & Acquisitions, Long-term Care, Term Life Insurance, Finance, Financial Advisory, Life Insurance, Strategic Financial..., Business Development, Start-ups, Financial Analysis, Series 24
Education
Eastern Washington University 1987 — 1989
Bachelors, Finance & Economics
Neopost August 2011 - Present
FUTURITY FIRST Insurance Group February 2009 - July 2011
Oxford Health Plans 2001 - 2005
Oxford Health Plans 2001 - 2005
Oxford Health Plans 2001 - 2005
Education
Franklin & Marshall College 1991 — 1995
Bachelors, Music
Credit & Financial Services July 2013 - Present
FUTURITY FIRST Insurance Group January 2011 - August 2012
FUTURITY FIRST Insurance Group December 2009 - January 2011
UnitedHealth Group September 2006 - December 2009
Skills
Medicare, Insurance, Health Insurance, Whole Life, Fixed Annuities, Disability Insurance, Long-term Care, Term Life Insurance, Retirement, Life Insurance, Retirement Planning, Team Building, Customer Service, Analysis, Sales, Management
Education
Southern Connecticut State University 1997 — 2002
Bachelor's degree, Business Administration and Management
Retired July 2013 - Present
Knights of Columbus January 2011 - June 2013
VERTEX Inc January 2008 - June 2013
FUTURITY FIRST Insurance Group 2008 - 2010
Lincoln Financial Group January 1995 - January 2006
Lincoln Life Operations 1995 - 2006
Lncoln Financial Group 1996 - 2003
The Hartford Insurance Group January 1983 - January 1995
Skills
Insurance, Process Improvement, Program Management, Business Analysis, Analysis, SDLC, Strategy, Integration
Education
Elmira College 1965 — 1973
BA, Speech & Hearing
University of Hartford
MSOB, Organizational Development
Futurity First Insurance Group May 2013 - October 2013
Independant Contractor May 2010 - May 2013
HARTFORD FEDERAL CREDIT UNION March 2007 - May 2010
DST Output January 1999 - March 2007
Skills
Customer Service, Computer Hardware, Software Installation, Operating Systems, Microsoft Office, Backup, Back Office, Disaster Recovery, Active Directory, Computer Repair, Printers
Education
Manchester Community College 2012 — 2014
Associate's Degree, General Studies
Manchester Community College 2012 — 2014
Certificate of Completion Computer Maintenance Technology, Computer Systems Networking and Telecommunications
Naugatuck Valley Community College 2002 — 2004
Certificate of Completion, Computer Networking
Newburgh Free Academy 1988 — 1990
High School, General Studies
Insurance Center of South Florida August 2013 - Present
FUTURITY FIRST Insurance Group September 2012 - Present
American Care , Inc. December 2010 - Present
Western & Southern Financial Group 2006 - 2010
Skills
Disability Insurance, Life Insurance, Retirement Planning, Term Life Insurance, Medicare, 401k, Retirement, Health Insurance, Insurance, Universal Life, Long-term Care, Long Term Care Insurance, Employee Benefits, IRAs, Marketing, Whole Life, Brokers, Series 6, Healthcare, Financial Services, Critical Illness, Sales, Health Savings Accounts, General Insurance, Fixed Annuities, Underwriting
Education
Charleston Southern University 1982 — 1987
BS, Business Administration & Economics
UCLA, Venezuela. Pre- Civil Engineering. 1979 — 1981
BS in Sciences, not completed .
FUTURITY FIRST Insurance Group July 2012 - Present
MassMutual Financial Group November 2009 - July 2012
MetLife January 2006 - November 2009
Western & Southern Life 1991 - 2005
Skills
Estate Planning, Insurance, Retirement, Long Term Care Insurance, Disability Insurance, Retirement Planning, Fixed Annuities, Trust Services, Licensed to Sell..., Long-term Care, Life Insurance, Indexed Annuities, Employee Benefits, IRAs, Term Life Insurance, Sales, General Insurance, Roth IRA, Whole Life, Commercial Insurance, Property & Casualty..., Universal Life, Health Insurance, Small Business, Variable Annuities, 401k, Financial Services, Sales Management, Team Building, Coaching
Education
University of Illinois at Chicago
Futurity First Insurance Group January 2014 - Present
Bankers Life and Casualty July 2012 - March 2013
US Navy May 1999 - September 2012
Skills
Office Administration, Scheduling, Assembly, Budgeting, Cataloging, Training Coordination, Employee Counseling, Wire Repair, Evaluation, Program Facilitation, Data Entry, Quality Assurance, Quality Inspection, Electrical, Industrial Safety, Performance Monitoring, Operational Planning, Interpreting Schematics, Aircraft Maintenance, Supervisory Skills, Crisis Counseling, Crisis Intervention, Volunteer Training
Education
Hazen Union High School 1992 — 1996
Coastline Community College
Electrical Mechanical Technology
FUTURITY FIRST Insurance Group July 2008 - Present
American General Life & Accident August 1989 - March 1998
Skills
Medicare Supplements, Whole Life, Annuities, Fixed Annuities, Medicare, Life Insurance, Term Life Insurance
Education
Kellogg Community College 2003 — 2003
certificate, Medical Transcriber
Norwell High School 1965 — 1969
Bsiness
Futurity First Insurance Group January 2013 - Present
Paychex August 2011 - January 2013
ING Financial Partners 2008 - 2011
Travelers Life & Annuity 1998 - 2002
CIGNA 1996 - 1997
New York Life Asset Management 1989 - 1996
Skills
Investments, Salesforce.com, Financial Services, Retirement, Employee Benefits, Retirement Planning, Management, Marketing, Series 7
Education
Manhattanville College 1985 — 1989
Bachelor of Arts (BA), Business, Management, Marketing, and Related Support Services
FUTURITY FIRST Insurance Group June 2012 - Present
Innovative Financial Partners, Inc January 2012 - June 2012
Skills
Fundraising, Sales Management, Horsemanship, Team Building
Education
Butler University 1969 — 1972
Bachelor of Arts (B.A.), Psychology
Williamsville High School 1965 — 1968
FUTURITY FIRST Insurance Group January 2010 - Present
Transwheel Corp March 1992 - May 2009
Transwheel Corp March 1992 - May 2009
Education
International Business College 1967 — 1970
Associate's degree, Business Administration and Management, General
Futurity First Insurance Group April 2014 - Present
MetLife April 1996 - December 2013
Skills
Comprehensive Planning, Retirement Planning, Risk Management, Inventory Management, General Insurance, Medicaid, Long-term Care
Education
Joliet Junior College 1984 — 1985