Life Equity LLC
Industry: Insurance company
DescriptionHeadquarters: Akron, OH Founded: 2000 Parent organization: Dash Investments LLC
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Life Equity LLC Employees
Health Insurance Employee Benefits Life Settlements 1991 - Present
COSE 2012 - 2014
COSE 2012 - 2013
OgilvyAction November 2011 - January 2012
Lake Erie Medical 2008 - 2011
Life Equity LLC 2007 - 2008
CIGNA Group Insurance 2005 - 2007
UniCare Life & Health (a Division of Wellpoint, Inc.) 1999 - 2004
Prudential Healthcare 1997 - 1999
Aetna 1989 - 1999
Skills
Insurance, Health Insurance, Employee Benefits, Sales Management, Leadership, Sales, New Business Development, Marketing, Management, Disability Insurance, Negotiation, Marketing Strategy, Life Insurance, Open Enrollment, Accident, Selling, Small Business, Consultative Selling, Health Policy, Dentistry, Pharmacy Benefit..., Brokers, Sales Presentations, PPO, HMO, Disease Management, Selling Skills, Value Based Selling, Health Savings Accounts, Objection Handling, Group Medical, Utilization Management, Closing Skills, Value-based Selling, Benefits Strategy, Health Plans, Fully Insured, Group Benefits, Dental, Short Term Disability, PBM, Relationship Building, Marketing Plans, Time Management, Project Management, Group Management
Education
Mount Union College
Bachelor of Arts Degree, Business Administration
Lakewood High School
TIAA-CREF October 2011 - Present
Lumens Light + Living January 2010 - October 2011
Life Equity, LLC September 2007 - December 2009
Phoenix Investors LTD November 2004 - December 2009
MetLife Financial Services October 2000 - December 2005
John Hancock Financial Services January 1986 - October 2000
Skills
Business Development, Investments, Sales, Management, Sales Management, Relationship Management, Wealth Management, Business Planning, Strategic Planning, Marketing, Entrepreneurship, Marketing Strategy, Strategy, Competitive Analysis, Email Marketing, CRM, Direct Marketing, Finance, Leadership, Financial Services, Integrated Marketing, RFP Design, RFP Generation, Series 6, Series 63, Series 26, Series 7, Series 24
Education
Rockhurst University
BSBA, Finance & Economics
Bailey & Wyant PLLC August 2014 - Present
PRLKW & Co. June 2011 - May 2014
The University of Akron August 2010 - May 2014
Julie A. Schafer, Esq. October 2011 - February 2012
Poitinger, Redmond, Lyons, Kura & Walker, Co. June 2010 - October 2011
Life Equity LLC April 2007 - July 2009
Nagel Wealth Management August 2006 - March 2007
Janik & Dorman January 2006 - July 2006
Skills
Strategic Financial..., Public Speaking, Courts, Legal Writing, Legal Research, Leadership, Litigation, Insurance, Civil Litigation, Legal Issues, Lexis
Education
University of Akron School of Law 2010 — 2014
Juris Doctorate, Law
Academy of Court Reporting and Technology 2009 — 2010
Associates, Paralegal
Ashland University 2001 — 2005
Bachelor of Arts, Psychology
National Interstate Insurance Company March 2015 - Present
Dealer Tire January 2014 - March 2015
Dealer Tire November 2012 - January 2014
Dealer Tire July 2011 - November 2012
TravelCenters of America January 2010 - July 2011
Life Equity LLC June 2008 - December 2009
Life Equity LLC October 2006 - June 2008
Sherwin Williams April 2005 - October 2006
The United States Navy USS Abraham Lincoln November 1995 - November 2001
Skills
Forecasting, Business Intelligence, Process Improvement, Access, Data Analysis, Microsoft Excel, Leadership, Statistics, SQL, Predictive Analytics, Management, Training, Sales, Data Mining, Team Leadership, Project Management, Project Planning, OBIEE, Dashboarding, Business Analysis, Program Management, Pricing, Databases, Balanced Scorecard, Enterprise Architecture, Marketing, Sales Management, Cross-functional Team..., Cognos, Professional..., Friendly Personality, Competitive Analysis, Automotive, Budgets, Market Analysis, Analytics, SAS E-Miner, Datasets, SPSS, Big Data
Education
Saint Joseph's University 2010 — 2012
Master of Science (MS), Business Intelligence, Decision and System Science, 3.97
Cleveland State University 2004 — 2005
Bachelor of Science (BS), Mathematics
Kent State University 2013 — 2013
Certificate in Project Management, Project Management
ABA Insurance Services, Inc. January 2011 - Present
Life Equity LLC May 2007 - December 2010
Ceres Group, Inc. September 2000 - March 2005
PRS Insurance Group, Inc February 2000 - August 2000
PRS Insurance Group, Inc. March 1996 - February 2000
Skills
Insurance
Education
The University of Akron
Bachelor of Science, Accounting
Case Western Reserve University MSN, FNP graduating in December 2015 August 2015 - Present
Hunter Engineering January 2013 - Present
University Hospitals Case Medical Center May 2011 - January 2013
Vintage Development Group 2008 - 2009
Life Equity LLC 2007 - 2008
Petros Homes 2006 - 2006
Ryan Homes 2001 - 2006
Skills
Sales, Project Management, Leadership, Budgets, Strategic Planning, Forecasting, Team Leadership, Selling, Contract Negotiation, Marketing Strategy, Account Management, Customer Satisfaction, Sales Management, Direct Sales, Sales Operations, Negotiation
Education
Case Western Reserve University 2014 — 2015
Master’s Degree, Family Nurse Practitioner
Kent State University
BBA Finance, BSN Nursing
Mayfield High School
Richmond Heights
Sudden Impact Marketing, Inc. June 2012 - Present
North End Catering September 2004 - July 2011
Myers Research and Consulting July 2010 - June 2011
Life Settlements Insights, LLC March 2009 - May 2009
Life Equity LLC May 2007 - December 2008
Hudson Community Chapel September 2004 - July 2008
Actors Summit 2004 - 2008
The Lunch Connection September 2004 - January 2007
Skills
Management, Microsoft Excel, Team Building, Public Speaking, Project Management, Microsoft Office, Social Media
Education
The University of Akron 1978 — 1985
B.A., Business/Finance
Tallmadge High 1974 — 1978
Thomas Page Associates January 2009 - Present
Life Equity, LLC June 2008 - December 2009
Empire Securities Corp January 2006 - January 2008
Atlast Financial Group 2004 - 2006
Mass Mutual Insurance 1992 - 1995
Skills
Life Settlements, Alternative Investments, Estate Planning, Premium Financing, Fixed Annuities, Life Insurance, Universal Life, Retirement, Retirement Planning, Long-term Care, Term Life Insurance, Financial Advisory
Education
California State University-Northridge 1968 — 1972
BA, Psychology
The American College
Life Equity LLC June 2015 - Present
Office of Senator Scott Oelslager January 2014 - May 2014
Josh Mandel for US Senate May 2012 - November 2012
Cojac Two January 2001 - April 2012
Galaxy Original Designs, Inc. January 2004 - December 2006
JCK & Associates January 2003 - December 2006
Skills
Team Building, Teamwork, Management, Project Planning, Team Leadership, Business Intelligence, Customer Service, Fundraising, Leadership, Microsoft Excel, Research, Start-ups, Strategy, Social Networking, Advertising, Community Outreach
Education
Kent State University 2009 — 2015
Bachelor of Business Administration (BBA), Economics Major with a Minor in Political Science
M-I SWACO, A Schlumberger Company June 2010 - Present
FlatSixes.com May 2008 - May 2013
21st Services LLC August 2009 - February 2010
Dealer Tire May 2008 - August 2008
Life Equity, LLC December 2007 - January 2008
Skills
Editing, Copywriting, Microsoft Office, Software Documentation, Writing, Documentation, Document Management, Single Source Authoring, Technical Writing, Content Management, SharePoint, Proposal Writing, Adobe Creative Suite, Photoshop, Digital Photography, Product Reviews, Work Instructions, Listener, Leadership Development, Proven Leadership Skills, Defensive Driving, SmartDocs, Leadership
Education
Miami University 2004 — 2009
Bachelor of Arts, Technical and Scientific Communication, Entrepreneurship, Marketing
Indian Hill High School 2001 — 2004
High School Diploma, Collegiate Prep
Sudden Impact Marketing, Inc. June 2012 - Present
Catastrophe Management Solutions 2010 - 2011
Life Equity LLC 2007 - 2009
Education
The Ohio State University
Bachelor of Science (BS), Political Science
Surrattsville HS, Maryland
Life Equity LLC November 2010 - January 2015
Cuyahoga County Prosecutor's Office June 2007 - November 2010
Missouri Department of Insurance, Financial Institutions & Professional Registration February 2006 - May 2007
Progressive Insurance September 2002 - February 2006
Skills
Litigation, Insurance, Compliance, Contract Negotiation, Licensing, Legal Compliance, Insurance Law, Corporate Law, Legal Research, Mediation, Litigation Management, Arbitration
Education
Cleveland State University - Cleveland-Marshall College of Law 1997 — 2000
J.D., Law
ECS Tuning, LLC January 2015 - Present
ECS Tuning, LLC November 2010 - January 2015
ECS Tuning, Inc. November 2010 - January 2012
Life Equity, LLC September 2007 - November 2010
Life Equity, LLC September 2007 - December 2008
Nationwide Insurance June 2006 - December 2006
Life Star Rescue, Inc. 2004 - 2006
Skills
Leadership, Strategy, Sales, Marketing Strategy, Operations Management, Management, Customer Satisfaction, Team Building, Program Management, Product Development, Customer Service, Project Management, Operational Excellence, Team Leadership, Contract Negotiation, Sales Management, New Business Development, Ecommerce, E-commerce
Education
The Ohio State University - The Max M. Fisher College of Business 2004 — 2007
Bachelor of Science Business Administration, Finance / Risk Management Minor: Economics, 3.57
Life Equity LLC February 2014 - Present
Life Equity LLC May 2013 - February 2014
Crump Life Insurance Services January 2010 - April 2013
Arbor Court Capital, LLC May 2007 - July 2010
Life Settlement Insights February 2006 - December 2009
Citi Group January 2000 - June 2003
FTN Midwest Securities 1997 - 2000
National City Bank 1993 - 1997
National City 1993 - 1997
Skills
Portfolio Management, Underwriting, Fixed Annuities, Insurance, Investments, Sales, Life Insurance, Equities, Strategic Financial..., Asset Managment, Retirement Planning, Alternative Investments
Education
Case Western Reserve University - Weatherhead School of Management 1993 — 1996
MBA, Finance, General
University of Louisville
BSBA, Finance
Origin Point Brands, LLC July 2012 - January 2015
Life Equity LLC December 2010 - July 2012
Life Equity LLC January 2010 - December 2010
Life Equity LLC October 2007 - December 2009
Waddell Manufacturing Company October 2000 - September 2007
Waddell Manufacturing Company 1999 - 2000
Skills
Strategic Planning, Sales Management, New Business Development, Sales, Management, Marketing Strategy, Account Management, Leadership, Team Building, Strategy, Finance, Life Insurance, Insurance, Investments, Valuation, Asset Management, Disability Insurance, Underwriting, Alternative Investments, Financial Modeling, Financial Structuring, Mergers & Acquisitions, Risk Management, Private Equity, Life Settlements, P&L Management, Litigation, Negotiation, Due Diligence, Fixed Annuities, Mergers, Hedge Funds
Education
John Carroll University 1998 — 2000
MBA, Finance
John Carroll University 1994 — 1998
BSBA, Business Management
Life Equity LLC June 2010 - Present
Jones Day January 2002 - July 2008
Education
Boston College Law School 1998 — 2001
J.D.
John Carroll University 1994 — 1998
JP Morgan Chase February 2015 - Present
JP Morgan Chase August 2014 - February 2015
JP Morgan Chase June 2011 - July 2014
JP Morgan Chase October 2010 - May 2011
Life Equity LLC January 2008 - October 2010
National City Bank (National Home Equity) August 2002 - October 2007
AmTrust Bank August 2001 - August 2002
AmTrust Bank October 1999 - August 2001
Skills
Credit, Underwriting, Banking, Loans, Mortgage Banking, Mortgage Lending, Credit Analysis, Residential Mortgages, Credit Risk, Mortgage Underwriting, Portfolio Management, Loan Origination, Refinance
Education
Slipperty Rock University 1990 — 1994
Bachelor's degree, Finance and International Business
Slippery Rock University of Pennsylvania 1990 — 1994
AmTrust Financial Services, Inc. (AFSI) July 2010 - Present
Life Equity LLC March 2007 - June 2010
Oglebay Norton Company September 2002 - February 2007
RELTEC / Marconi 1997 - 2002
Education
JD, Cleveland Marshall College of Law 2000 — 2004
Doctor of Law (JD), Law
Tennessee State University
BBA, Accounting/Business Law
North End January 1992 - Present
Life Equity LLC October 2007 - October 2013
Education
Bowling Green State University
BS, Business
InfoCision Management Corporation January 2013 - Present
InfoCision Management Corporation July 2012 - January 2013
InfoCision Management Corporation October 2011 - July 2012
Soft-Lite LLC May 2009 - October 2011
Life Equity LLC 2008 - 2008
Kent State University 2007 - 2007
Skills
Database Design, VB.NET, SQL, .NET, Microsoft SQL Server, SSIS, SSRS, C#.NET, Web Services, ETL, Visual Basic, T-SQL, ERP
Education
Kent State University 2005 — 2009
Bachelor of Science, Mathematics
Heinen's May 2014 - Present
Lake Forest Country Club July 2010 - June 2013
Life Equity LLC May 2007 - December 2009
Howard Hanna Smythe Cramer 2005 - 2006
Greystone Hall and Theatre 2003 - 2005
Energizer 1979 - 1989
Skills
Budgets, Leadership, Event Planning, Strategic Planning, Team Building, Event Management, Public Speaking
Education
Michigan State University
B.A., Business Administration
The Segal Group October 2013 - Present
The Segal Group May 2011 - October 2013
Life Equity LLC June 2008 - May 2011
Education
University of Illinois at Urbana-Champaign 2004 — 2008
Bachelor, Actuarial Science
KeyBank June 2015 - Present
KeyBank January 2014 - Present
KeyBank February 2013 - January 2014
First Place Bank April 2011 - January 2013
Cowden Associates, Inc. January 2011 - April 2011
First Place Bank June 2010 - December 2010
Life Equity LLC September 2008 - January 2009
Ohio University Academic Advancement Center September 2005 - June 2008
K.T. Lyden Construction November 2007 - December 2007
Morningside Consulting June 2007 - July 2007
Skills
Analysis, Banking, Finance, Time Management, Accounting, Accounts Receivable, Financial Analysis, Forecasting, Retail, Business Analysis, Corporate Finance, Credit, Customer Service, Financial Modeling, Internal Audit, Leadership, Management, Microsoft Office, Risk Management, Sales
Education
Ohio University 2004 — 2008
Bachelor of Science, Actuarial Sciences and Business Administration Minor
Life Equity LLC May 2015 - Present
Reminger Co. LPA August 2014 - Present
Jackson Lewis LLP May 2013 - April 2014
EEOC June 2012 - August 2012
Affordable Care Inc. May 2012 - August 2012
Skills
Westlaw, Legal Writing, Legal Research
Education
Case Western Reserve University School of Law 2011 — 2014
JD
The Ohio State University
Bachelor of Arts (B.A.), Economics
FirstMerit Bank May 2010 - Present
Life Equity LLC July 2007 - January 2009
Huntington National Bank 2005 - 2007
Huntington National Bank 2002 - 2005
Skills
Insurance, Life Insurance, Customer Service, Underwriting, Term Life Insurance, General Insurance, Employee Benefits
Education
Kent State University
Bachelor's degree