Key Financial Group
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Key Financial Group Employees
Key Financial Group June 2015 - Present
Gardner and Company September 2013 - Present
Allstate Corporation August 2010 - Present
Allstate August 2010 - August 2013
Skills
Data Entry, Spreadsheets, Accounting, Insurance, Customer Service, Outlook, Call Centers, Employee Benefits, Microsoft Office, Microsoft Excel, Microsoft Word, Health Insurance, Recruiting, Office Administration, HIPAA, Performance Management, Commercial Insurance, Office Management, Human Resources, Accounts Receivable, Accounts Payable, Account Reconciliation, Benefits Administration, Claim, Workers Compensation, Term Life Insurance, Disability Insurance, Life Insurance, Sales
Education
Rend Lake College 1997 — 1997
Associate of Arts (A.A.), Sociology
First Guaranty Mortgage Corporation ® June 2014 - Present
Salisbury University Investment Fund February 2014 - May 2014
CFS/ Comprehensive Financial Solutions December 2013 - May 2014
Key Financial Group May 2013 - August 2013
Skills
Equities, Investments, Portfolio Management, Strategic Financial..., Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Fixed Annuities, Mutual Funds
Education
Salisbury University - Perdue School of Business 2010 — 2014
Bachelor of Science (BS), Finance
Avesis Incorporated August 2012 - Present
Key Financial Group May 2011 - August 2011
Maryland Sports Association September 2007 - June 2008
Skills
Econometrics, Healthcare Analytics, Reporting & Analysis, Microsoft Excel, Account Reconciliation, Auditing, Operations Management, Microsoft Office, Data Analysis, Ancillary Benefits, Vision Insurance, Game Theory, SQL, C++, Stata, SAS, PowerPivot, Pivot Tables, V Lookups
Education
University of Maryland College Park 2009 — 2012
Bachelor of Arts (B.A.), Economics
Montgomery College 2007 — 2009
Key Financial group January 1979 - Present
Downers Grove Area Chamber of Commerce & Industry January 1995 - Present
St. Scholastica Parish May 2003 - Present
Southeast DuPage Young Adult Ministry March 2009 - Present
Woodridge Area Chamber of Commerce January 2008 - Present
Walk-In Ministry Of Hope November 2003 - Present
Morton College October 1998 - May 2003
Skills
Public Speaking, Volunteer Management, Community Outreach, Non-profits, Event Planning, Program Development, Coaching, Strategic Planning, Leadership Development
Education
DePaul University 1959 — 1963
B.S., Education
Northwestern Mutual May 2014 - Present
Olive Garden March 2011 - September 2014
Key Financial Group December 2013 - May 2014
Skills
Finance, Time Management, Customer Service, Human Resources, Insurance, Microsoft Excel, Management, Retirement Planning, Business Planning, Personal Financial..., Investment Advisory..., Asset Protection
Education
Hood College 2010 — 2014
Bachelor of Arts (BA), Business Administration and Management, General
Maller Wealth Advisors, Inc July 2015 - Present
Merrill Edge June 2014 - June 2015
Key Financial Group November 2012 - May 2014
Prudential Insurance Company of America, Newark, NJ March 2009 - November 2012
Keystone Funding Group March 2005 - March 2009
Erie Financial Group February 2001 - May 2005
Elite Funding Corporation November 1999 - February 2001
Wet Seal Contempo Casuals June 1999 - November 1999
Britches Great Outdoors October 1998 - November 1999
Structure May 1997 - October 1998
Education
The American College 2013 — 2014
Chartered Advisor in Philanthropy (CAP) designation
The American College 2009 — 2012
CFP Certification Curriculum
The George Washington University 1993 — 1997
Bachelor of Arts, Major in Psychology, Minor in Biology
Acosta Sales & Marketing March 2013 - Present
LTC Global / ACSIA July 2012 - February 2013
Lake Country July 2010 - June 2011
Key Financial Group, March 2009 - March 2010
Key Financial Group September 2005 - April 2009
Empi September 1990 - July 2005
Skills
Contract Negotiation, Negotiation, Sales Management, Marketing, Sales Operations, Account Management, Marketing Strategy, Investments, Market Analysis, Salesforce.com, Strategic Planning, Team Building
Education
University of Minnesota-Twin Cities 1988 — 2002
BA, Pyschology & Marketing
University of Minnesota-Twin Cities
General Sales, Merchandising and Related Marketing Operations
Key Financial Group February 2008 - Present
Skills
Insurance, Commercial Insurance, Underwriting, Risk Management, Property & Casualty..., Professional Liability, Liability, Casualty, Life Insurance, Legal Liability
Education
California State University-Chico 1992 — 1995
Bachelor of Business Administration (BBA), Finance, General
Utah State University 1989 — 1992
Finance, General
Key Financial Group February 1997 - Present
Skills
Organizational..., Fundraising, Financial Planning, Public Speaking, Public Administration, Text Processing, Social Networking, File Management,..., Internet & Email, Telephone Skills, Problem Solving, Collaborative Problem..., Research, Interpersonal..., Sales Management
Education
Ohio Northern University—Claude W. Pettit College of Law 1981 — 1984
Juris Doctorate, Law
Florida Atlantic University 1978 — 1980
Graduate Studies, Public Administration
Florida Atlantic University 1974 — 1978
Bachelor of Arts, Social Science