Insurance and Financial Services

Description

Financial services are the economic services provided by the finance industry, which encompasses a broad range of businesses that manage money, including credit unions, banks, credit-card companies, ...

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14 Insurance and Financial Services employees in database. Find out everything there's to know about Insurance and Financial Services employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Insurance and Financial Services Employees

Employee
Years
Job
Industry
Andrea Bogart Andrea Bogart Overland Park, Kansas Details
Andrea Bogart's Insurance and Financial Services Experience April 2013 - Present
Job Administrative Professional
Industry Financial Services
Experience
Insurance and Financial Services   April 2013 - Present
Dylan Corporate Services, Inc.   2012 - 2013
Creative Marketing  September 2011 - September 2012

Education
Johnson County Community College   2009 — 2011
Associate of Arts and Sciences (AAS), Polysomnography

University of Kansas   2006 — 2009
Speech-Language Pathology/Pathologist

Val Atienza Val Atienza Palm Beach, Florida Details
Val Atienza's Insurance and Financial Services Experience April 2000 - Present
Job Val Atienza and Associates Palm Beach Insurance
Industry Insurance
Experience
Val Atienza and Associates   May 2000 - Present
Insurance and Financial Services   April 2000 - Present
Allstate  August 2004 - July 2011
Chrome Hearts  June 1994 - August 1997

Skills
Insurance, General Insurance, Commercial Insurance, Disability Insurance, Fixed Annuities, Workers Compensation, Property & Casualty..., Underwriting, Life Insurance, Professional Liability, Term Life Insurance, Health Insurance, Legal Liability, Liability, Long-term Care

Education
University of California, Los Angeles

Randi Shellman Randi Shellman Avilla, Indiana Details
Randi Shellman's Insurance and Financial Services Experience May 2009 - Present
Job Insurance Agent at Insurance and Financial Services
Industry Insurance
Experience
Insurance and Financial Services   May 2009 - Present

Skills
Insurance, Property & Casualty..., Customer Service, Term Life Insurance, Health Insurance, Umbrella Insurance, Commercial Insurance, Casualty, Legal Liability, Commercial Lines, Professional Liability, Workers Compensation, Life Insurance, Homeowners, Inland Marine, Whole Life

Education
University of Saint Francis   2005 — 2009
Bachelors degree, Business Administration

East Noble High School   2001 — 2005
Academic Honors

Nate Sanders Nate Sanders Scottsdale, Arizona Details
Nate Sanders's Insurance and Financial Services Experience July 1999 - Present
Job Nate Sanders Infinity Group
Industry Financial Services
Experience
Infinity Group  January 2014 - Present
Insurance and Financial Services   July 1999 - Present
New York Life  July 2007 - November 2013
Scottsdale Preparatory Academy  June 2011 - January 2013

Skills
Insurance, Life Insurance, Fixed Annuities, Retirement, Leadership, Employee Benefits, Management, Long-term Care, 401k, Small Business, Mutual Funds, Disability Insurance, Team Building, Financial Services, Public Speaking, Training, Securities, Series 63, Finance, Series 6, Investments, Sales Management, Term Life Insurance, Coaching, Personal Finance, Asset Allocation, Recruiting, Long Term Care Insurance, Wealth, Buy-sell Agreements, 401k Rollovers, Variable Annuities, Health Insurance, Mentoring, Portfolio Management, Whole Life, Wealth Accumulation, Investment Strategies, Annuities, Football Coach

Education
Arizona State University   2002 — 2002
BIS, Small Business Management/Entrepreneurship/Communications

Northern Arizona University
Football

Jared E Stokes Jared E Stokes Boise, Idaho Area Details
Jared E Stokes's Insurance and Financial Services Experience April 2010 - Present
Job Owner/Entrepreneur Insurance and Financial Services
Industry Insurance
Experience
Insurance and Financial Services   April 2010 - Present
Mesirow Financial  December 2008 - January 2011
FE Clean Energy Group   May 2007 - December 2008
EPIC Ventures(was Wasatch VC) a DFJ Affiliate   March 2007 - July 2007
Wasatch Venture Fund (Now EPIC Ventures)   October 2006 - March 2007
APX Alarm  2005 - 2006
Church of Jesus Christ of Latter-day Saints  2002 - 2004

Skills
Private Equity, Financial Services, Insurance, Spanish, Investments, Entrepreneurship, Investment Banking, Valuation, Private Reserve Strategy, Retirement Planning &..., Business Consulting, Be Your Own Banker, Leadership, Sales, Due Diligence, Financial Modeling, Finance, Strategy, Business Planning, Financial Analysis, Management Consulting, Portfolio Management, Venture Capital

Education
Brigham Young University - Idaho   2001 — 2006
BS, Business

Andre Phillips Andre Phillips Topeka, Kansas Area Details
Andre Phillips's Insurance and Financial Services Experience 2011 - Present
Job Founding Member at Solavei
Industry Retail
Experience
Department of Veterans Affairs  November 2013 - Present
Insurance and Financial Services   2011 - Present
Retail  September 1997 - October 2012

Skills
Store Management, Retail Management, Marketing, Customer Service..., Customer Experience, Customer Service, Credit, Recruiting, Merchandising, Inventory Management, Strategic Planning, Staff Development, Staff Management, Social Networking, Direct Sales, Entrepreneurship, Sales Management, Public Speaking, Customer Satisfaction, Cold Calling, Retail, Small Business, Training, Health & Welfare...

Education
University of Phoenix

Douglas Webber Douglas Webber Bloomington/Normal, Illinois Area Details
Douglas Webber's Insurance and Financial Services Experience November 1997 - May 2006
Job Residential Mentor
Industry Individual & Family Services
Experience
Salem4Youth   May 2013 - Present
Home Sweet Home Ministries  May 2011 - May 2013
Home Sweet Home Ministries  January 2011 - April 2011
Sweet Home Ministries   October 2009 - January 2011
Milestone, Inc  May 2008 - October 2009
Hope, Inc  May 2006 - March 2008
Hope, Inc  January 2003 - May 2006
Insurance and Financial Services   November 1997 - May 2006
Ken Karcher   November 1999 - May 2002

Skills
Case Managment, Developmental..., Teaching, Software Documentation, Social Services, Crisis Intervention, Cpr Certified, First Aid, Mental Health, Community Outreach, Non-profits, Volunteer Management, Adolescents, Training, Nonprofits, Group Therapy, Program Development, Child Development, Psychology, Mental Health Counseling

Education
Illinois State University   1981 — 1983
Bachelor of Science, Elementary Education

Rebecca Cavanaugh Rebecca Cavanaugh Kansas City, Missouri Details
Rebecca Cavanaugh's Insurance and Financial Services Experience June 2013 - December 2013
Job Senior Counsel at Americo Life, Inc.
Industry Insurance
Experience
Americo Life, Inc.   January 2014 - Present
Insurance and Financial Services   June 2013 - December 2013
Liberty Mutual Insurance  February 2006 - February 2013
Ohio Casualty Group  February 2006 - December 2007
Celina Insurance Group  November 1999 - February 2006
Nationwide Insurance  July 1998 - October 1999
Nationwide Insurance  October 1995 - July 1998
GatesMcDonald  September 1989 - October 1995

Skills
Insurance Law, Insurance, Legal Research, Corporate Law, Property & Casualty..., Licensing, Legal Writing, Legal Compliance, Negotiation, Management, Risk Management, Compliance, Compliance Regulations, Compliance Procedures, Insurance Regulatory, Legal Project Management, Regulatory Examinations, General Corporate..., Project Management, Contract Negotiation, Business Integration, Building Relationships, Liability, Legal Advice, Management Of Outside..., Consulting, Life Insurance, Distribution Strategies, Fixed Annuities, Intellectual Property, Leadership

Education
Capital University Law School   1994 — 1998
Juris Doctorate, Law

Ohio University   1985 — 1989
Bachelors of Science, Journalism; English

Stefani Holbert Stefani Holbert Greater Boston Area Details
Stefani Holbert's Insurance and Financial Services Experience March 2009 - August 2012
Job Office manager
Industry Financial Services
Experience
Insurance and financial services   March 2009 - August 2012

Skills
Fixed Annuities, Life Insurance, Long-term Care, Term Life Insurance, Universal Life, Real Estate Transactions, Long Term Care Insurance, Workers Compensation, Underwriting, Commercial Insurance, Disability Insurance, Employee Benefits, Customer Service, Claim, Data Entry, Claims Handling, Healthcare, Health Insurance, Medicare, Sales, Finance, Claims Resolution, Strategic Financial..., Microsoft Excel, HIPAA, Small Business, Mutual Funds, Insurance, Whole Life, Estate Planning, Managed Care, General Insurance, Financial Services

Education
Ultimate Medical Academy   2012 — 2014
Medical Coding and billing degree and Associates degree in Health Sciences, Medical Insurance Coding Specialist/Coder, Graduated with Honors

Thomas A. Candiano, CLF®,LLIF, LUTCF Thomas A. Candiano, CLF®,LLIF, LUTCF Indianapolis, Indiana Area Details
Thomas A. Candiano, CLF®,LLIF, LUTCF's Insurance and Financial Services Experience July 2013 - Present
Job Agency Manager
Industry Financial Services
Experience
Insurance and Financial Services   July 2013 - Present
Western Southern Life Insurance Company  November 2006 - June 2013
Western & Southern Life  April 1994 - November 2006
Prudential Insurance  1984 - 1994

Education
Wharton School, University of Pennsylvania LIMRA   2007 — 2011
Leadership Institute Fellow

The American College
CLF® designation, Lutcf designation, Managment, Leadership, and Insurance

St. Joseph's College (IN)
Associate, Business

Bradley Ludlow Bradley Ludlow Amelia, Ohio Details
Bradley Ludlow's Insurance and Financial Services Experience December 2014 - Present
Job Insurance and Financial Services
Industry Insurance
Experience
Insurance and Financial Services   December 2014 - Present
AAA Insurance  November 2012 - September 2014
Millennium Information Services  February 2010 - November 2012
American Family Insurance  July 2008 - January 2010
Allstate Insurance Company  June 1997 - November 2007
Erie Insurance Group  1989 - 1997
Erie Insurance Group  1989 - 1997

Skills
Insurance Sales, Insurance Marketing, Property & Casualty..., Life Insurance, Umbrella Insurance, Insurance, Term Life Insurance, Casualty Insurance, Commercial Insurance, Fixed Annuities, General Insurance, Liability

Education
University of Cincinnati   1977 — 1981
Education Major

Louis F. Robert Jr Louis F. Robert Jr Tampa/St. Petersburg, Florida Area Details
Louis F. Robert Jr's Insurance and Financial Services Experience September 1987 - Present
Job Owner, Insurance and Financial Services
Industry Financial Services
Experience
Insurance and Financial Services   September 1987 - Present
NOLA's Second Line Cafe   May 2004 - June 2013

Education
Southeastern Louisiana University   1981 — 1985

Brother Martin High School   1977 — 1981

John E. Sassone John E. Sassone Tampa/St. Petersburg, Florida Area Details
John E. Sassone's Insurance and Financial Services Experience September 1993 - May 1999
Job Sales Consultant at Florida Blue
Industry Insurance
Experience
Florida Blue  June 2013 - Present
Sassone Financial, Inc.   May 1999 - Present
Insurance and Financial Services   September 1993 - May 1999
Met Life  November 1987 - October 1993

Skills
Insurance, Disability Insurance, Long Term Care Insurance, Life Insurance, Employee Benefits, Medicare Part D, Medicare Advantage, Medicare Supplements, Travel Insurance, Accident Insurance, Critical Illness..., Accident Coverage, Hospital Confinement..., Health Care Reform

Education
University of South Florida   1984 — 1987
Bachelor's, Finance

Steve Swavely Steve Swavely Lancaster, Pennsylvania Area Details
Steve Swavely's Insurance and Financial Services Experience September 2010 - Present
Job Registered Representative
Industry Financial Services
Experience
Insurance and Financial Services   September 2010 - Present
High Purity Technologies LLC   November 2008 - May 2010
Intrepid International   July 2005 - November 2008
Bradley Caldwell, Inc  March 1984 - June 2005

Skills
Sales Management, Wholesale, Benefits Administration, Customer Service, Insurance and Financial..., Management, Negotiation, Sales

Education
Shippensburg University of Pennsylvania
B.S., Business Education Accounting/Marketing