Lifetime Financial Growth
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Lifetime Financial Growth Employees
Employee
Years
Job
Industry
Chad Reineke Chad Reineke's Lifetime Financial Growth Experience November 2014 - Present
Job Financial Representative at Lifetime Financial Growth
Industry Sports
Experience
Lifetime Financial Growth November 2014 - Present
Legends Sports Academy April 2014 - Present
Cincinnati Reds January 2010 - June 2014
Baseball Battle Gear Charity February 2012 - February 2013
Houston Astros 2004 - 2008
Skills
Sports Marketing, Baseball, Sports Management, Sports, Athletics, Coaching, Customer Service
Education
University of Phoenix 2012 — 2014
Master's Degree, Business Administration and Management, General
Miami University 2001 — 2005
B.S, Political Science
Ayersville High School
Ayersville High School
Lifetime Financial Growth November 2014 - Present
Legends Sports Academy April 2014 - Present
Cincinnati Reds January 2010 - June 2014
Baseball Battle Gear Charity February 2012 - February 2013
Houston Astros 2004 - 2008
Skills
Sports Marketing, Baseball, Sports Management, Sports, Athletics, Coaching, Customer Service
Education
University of Phoenix 2012 — 2014
Master's Degree, Business Administration and Management, General
Miami University 2001 — 2005
B.S, Political Science
Ayersville High School
Ayersville High School
Donna Sestrich Donna Sestrich's Lifetime Financial Growth Experience August 2014 - Present
Job Administrative/Disability Policy Assistant at Lifetime Financial Growth
Industry Insurance
Experience
Lifetime Financial Growth August 2014 - Present
Signature Worldwide September 2008 - Present
Pell Rudman Investment October 1997 - January 1999
Sandy Spring Bank October 1995 - October 1997
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Inventory Control
Education
Niagara Catholic High School
Niagara County Community College
Lifetime Financial Growth August 2014 - Present
Signature Worldwide September 2008 - Present
Pell Rudman Investment October 1997 - January 1999
Sandy Spring Bank October 1995 - October 1997
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Inventory Control
Education
Niagara Catholic High School
Niagara County Community College
Armando Ocando's Lifetime Financial Growth Experience July 2015 - Present
Job Director of Business Development at Lifetime Financial Growth, LLC
Industry Financial Services
Experience
Lifetime Financial Growth July 2015 - Present
NM Wealth Management Company May 2009 - July 2015
Greater Cincinnati Energy Alliance 2010 - 2010
BNY Mellon 2008 - 2009
Skills
Personal Budgeting, Public Speaking, Team Leadership, Public Relations, Spanish, Strategic Partnerships, Social Entrepreneurship, Coaching, Entrepreneurship, Mentoring, Book Writing, Organizational..., Leadership Development, Leadership
Education
Miami University
Bachelor of Science, Entrepeneurship Business Management
Universidad de Sevilla
International Finance, Service Management, History of Spain, Flamenco (All in Spanish)
Upper St. Clair High School
Lifetime Financial Growth July 2015 - Present
NM Wealth Management Company May 2009 - July 2015
Greater Cincinnati Energy Alliance 2010 - 2010
BNY Mellon 2008 - 2009
Skills
Personal Budgeting, Public Speaking, Team Leadership, Public Relations, Spanish, Strategic Partnerships, Social Entrepreneurship, Coaching, Entrepreneurship, Mentoring, Book Writing, Organizational..., Leadership Development, Leadership
Education
Miami University
Bachelor of Science, Entrepeneurship Business Management
Universidad de Sevilla
International Finance, Service Management, History of Spain, Flamenco (All in Spanish)
Upper St. Clair High School
Daniel Florer's Lifetime Financial Growth Experience December 2012 - May 2014
Job Technical Recruiter at Brooksource
Industry Information Technology and Services
Experience
Brooksource June 2014 - Present
Lifetime Financial Growth December 2012 - May 2014
The Inn at Watervale May 2010 - September 2012
Skills
Communication, Teamwork, Customer Service, Time Management, Licensed Life & Health..., Team Leadership, Microsoft Word, Microsoft Excel, Social Media
Education
University of Kentucky 2007 — 2011
Bachelor of Science, Corporate Communications
Brooksource June 2014 - Present
Lifetime Financial Growth December 2012 - May 2014
The Inn at Watervale May 2010 - September 2012
Skills
Communication, Teamwork, Customer Service, Time Management, Licensed Life & Health..., Team Leadership, Microsoft Word, Microsoft Excel, Social Media
Education
University of Kentucky 2007 — 2011
Bachelor of Science, Corporate Communications
Justin Traucht's Lifetime Financial Growth Experience 2013 - 2014
Job Regional Director at Simplicity Business Solutions
Industry Financial Services
Experience
Simplicity Business Solutions 2012 - Present
Lifetime Financial Growth 2013 - 2014
MetLife 2010 - 2012
Education
Cedarville University 2003 — 2007
Bachelor of Arts, Global Economics and International Business
Simplicity Business Solutions 2012 - Present
Lifetime Financial Growth 2013 - 2014
MetLife 2010 - 2012
Education
Cedarville University 2003 — 2007
Bachelor of Arts, Global Economics and International Business
Kevin Lubwama's Lifetime Financial Growth Experience October 2014 - Present
Job Insurance and Finance
Industry Financial Services
Experience
Guardian Life Insurance Company of America October 2014 - Present
Lifetime Financial Growth October 2014 - Present
Internal Revenue Service March 2014 - August 2014
Beechmont Toyota Inc. April 2012 - March 2014
45 E. Bar and Grill August 2009 - December 2012
Miami University (Office of Student Financial Assistance) May 2010 - December 2011
Miami University (Office of Residences Life) August 2009 - May 2010
Skills
Sales, Sales Management, Customer Satisfaction, Customer Service, Microsoft Office, Strategic Planning, Process Improvement, Marketing Strategy, Team Leadership, Marketing
Education
Miami University 2009 — 2012
Bachelor of Arts (BA), International/Global Studies/Development
Guardian Life Insurance Company of America October 2014 - Present
Lifetime Financial Growth October 2014 - Present
Internal Revenue Service March 2014 - August 2014
Beechmont Toyota Inc. April 2012 - March 2014
45 E. Bar and Grill August 2009 - December 2012
Miami University (Office of Student Financial Assistance) May 2010 - December 2011
Miami University (Office of Residences Life) August 2009 - May 2010
Skills
Sales, Sales Management, Customer Satisfaction, Customer Service, Microsoft Office, Strategic Planning, Process Improvement, Marketing Strategy, Team Leadership, Marketing
Education
Miami University 2009 — 2012
Bachelor of Arts (BA), International/Global Studies/Development
Brian Motz, MBA, AIF, CRPC Brian Motz, MBA, AIF, CRPC's Lifetime Financial Growth Experience June 2008 - March 2009
Job Vice President, Retirement Business Development Officer PNC Retirement Solutions
Industry Financial Services
Experience
PNC September 2014 - Present
Xavier University February 2014 - Present
Xavier University January 2013 - Present
Interbrand July 2011 - September 2014
Anthem Blue Cross & Blue Shield / WellPoint, Inc March 2009 - July 2011
U.S. Army January 2002 - January 2010
Lifetime Financial Growth June 2008 - March 2009
Merrill Lynch January 2007 - June 2008
New York Life Insurance Company March 2005 - January 2007
Skills
Retirement Plan..., Qualified Retirement..., Business Development, Series 7, Series 66, Management, Relationship Management, Strategic Financial..., Leadership, Strategy, New Business Development, Finance, Team Leadership, Marketing, Insurance, CRM, Sales, Change Management, Direct Sales, Budgets, Financial Analysis, Training, Project Management, Business, Consulting, Financial Planning, Consultative Selling, Client Prospecting, Closing Business, Selling, Salesforce.com, Account Management, Analysis, Competitive Analysis, Financial Services, Social Networking, Persuasive Communication, Training Leadership, Client-centric, Social Media
Education
Xavier University
MBA, Finance & Marketing
Thomas More College
B.A., Psychology
PNC September 2014 - Present
Xavier University February 2014 - Present
Xavier University January 2013 - Present
Interbrand July 2011 - September 2014
Anthem Blue Cross & Blue Shield / WellPoint, Inc March 2009 - July 2011
U.S. Army January 2002 - January 2010
Lifetime Financial Growth June 2008 - March 2009
Merrill Lynch January 2007 - June 2008
New York Life Insurance Company March 2005 - January 2007
Skills
Retirement Plan..., Qualified Retirement..., Business Development, Series 7, Series 66, Management, Relationship Management, Strategic Financial..., Leadership, Strategy, New Business Development, Finance, Team Leadership, Marketing, Insurance, CRM, Sales, Change Management, Direct Sales, Budgets, Financial Analysis, Training, Project Management, Business, Consulting, Financial Planning, Consultative Selling, Client Prospecting, Closing Business, Selling, Salesforce.com, Account Management, Analysis, Competitive Analysis, Financial Services, Social Networking, Persuasive Communication, Training Leadership, Client-centric, Social Media
Education
Xavier University
MBA, Finance & Marketing
Thomas More College
B.A., Psychology
Katie (Watkins) Sharp Katie (Watkins) Sharp's Lifetime Financial Growth Experience December 2012 - Present
Job Policy Service Coordinator at Lifetime Financial Growth
Industry Financial Services
Experience
Lifetime Financial Growth December 2012 - Present
Mary Kay Inc. March 2012 - Present
Macy's May 2011 - November 2012
Skills
Skin Care, Cosmetics, Management, Fashion Merchandising, Stylist, Customer Service, Merchandising, Beauty Industry, Coaching, Marketing Strategy, Retail, Social Media Marketing, Store Management, Sales, Styling, Team Building
Education
The Ohio State University 2007 — 2011
B.S. of Human Ecology, Fashion Merchandising, Business, Art
Lifetime Financial Growth December 2012 - Present
Mary Kay Inc. March 2012 - Present
Macy's May 2011 - November 2012
Skills
Skin Care, Cosmetics, Management, Fashion Merchandising, Stylist, Customer Service, Merchandising, Beauty Industry, Coaching, Marketing Strategy, Retail, Social Media Marketing, Store Management, Sales, Styling, Team Building
Education
The Ohio State University 2007 — 2011
B.S. of Human Ecology, Fashion Merchandising, Business, Art
Brian Hayden's Lifetime Financial Growth Experience 2011 - 2013
Job Area Sales Manager at Strategic Marketing
Industry Marketing and Advertising
Experience
Strategic Marketing 2013 - Present
Lifetime Financial Growth 2011 - 2013
Saints Pizza and Pub / SkyBar at Saints 2003 - 2010
Skills
Marketing, Marketing Strategy, Strategic Planning, Social Media Marketing, Account Management, Sales, New Business Development, Sales Management, Advertising
Education
University of Louisville 1993 — 1999
Bachelor's degree
Saint Xavier High School 1988 — 1992
Strategic Marketing 2013 - Present
Lifetime Financial Growth 2011 - 2013
Saints Pizza and Pub / SkyBar at Saints 2003 - 2010
Skills
Marketing, Marketing Strategy, Strategic Planning, Social Media Marketing, Account Management, Sales, New Business Development, Sales Management, Advertising
Education
University of Louisville 1993 — 1999
Bachelor's degree
Saint Xavier High School 1988 — 1992
Kristina Mandarino Kristina Mandarino's Lifetime Financial Growth Experience May 2008 - August 2008
Job Sales Accounting & Billing Analyst at PPG
Industry Accounting
Experience
PPG Industries August 2014 - Present
Mellon Capital Management July 2009 - August 2014
McGee, Maruca and Associates, P.C January 2009 - May 2009
Lifetime Financial Growth May 2008 - August 2008
American Eagle Outfitters May 2005 - May 2008
Skills
Accounting, Finance, Economics, Account Reconciliation, Analysis, Fixed Income, Asset Managment, Bloomberg, Microsoft Excel, Teamwork, Spreadsheets, Investments, Asset Allocation, Microsoft Office, Microsoft Word, Cash Management, Leadership, Outlook, Financial Analysis, Financial Reporting, Financial Accounting, Bank Reconciliation, Corporate Finance, Bloomberg Terminal, Bonds, Swaps, Securities, Options, Banking, Derivatives, Portfolio Management
Education
Indiana University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), Accounting and Finance
PPG Industries August 2014 - Present
Mellon Capital Management July 2009 - August 2014
McGee, Maruca and Associates, P.C January 2009 - May 2009
Lifetime Financial Growth May 2008 - August 2008
American Eagle Outfitters May 2005 - May 2008
Skills
Accounting, Finance, Economics, Account Reconciliation, Analysis, Fixed Income, Asset Managment, Bloomberg, Microsoft Excel, Teamwork, Spreadsheets, Investments, Asset Allocation, Microsoft Office, Microsoft Word, Cash Management, Leadership, Outlook, Financial Analysis, Financial Reporting, Financial Accounting, Bank Reconciliation, Corporate Finance, Bloomberg Terminal, Bonds, Swaps, Securities, Options, Banking, Derivatives, Portfolio Management
Education
Indiana University of Pennsylvania 2004 — 2008
Bachelor of Arts (B.A.), Accounting and Finance
Kyle Richert Kyle Richert's Lifetime Financial Growth Experience January 2015 - Present
Job Financial Professional at Luttner Financial LTD
Industry Financial Services
Experience
Lifetime Financial Growth January 2015 - Present
Mylan May 2014 - August 2014
The Motley Fool May 2014 - August 2014
Mylan May 2013 - August 2013
Edgeworth Country Club May 2009 - August 2012
Skills
Social Media Marketing, Digital Marketing, Team Leadership, Strategic Financial..., Project Planning, Finance, Leadership, Customer Service, Teamwork, Microsoft Office
Education
Grove City College 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Lifetime Financial Growth January 2015 - Present
Mylan May 2014 - August 2014
The Motley Fool May 2014 - August 2014
Mylan May 2013 - August 2013
Edgeworth Country Club May 2009 - August 2012
Skills
Social Media Marketing, Digital Marketing, Team Leadership, Strategic Financial..., Project Planning, Finance, Leadership, Customer Service, Teamwork, Microsoft Office
Education
Grove City College 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Art Muth's Lifetime Financial Growth Experience June 2015 - Present
Job Financial Representative at Lifetime Financial Growth
Industry Financial Services
Experience
Lifetime Financial Growth June 2015 - Present
University of Kentucky Volleyball student manager February 2012 - May 2015
Skyline Chili July 2007 - December 2014
Skills
competition, Strategy, Maximizer, Futures Thinking, High Achiever, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Leadership, Customer Service, Management, Team Leadership, Team Building
Education
University of Kentucky 2011 — 2015
Bachelor's degree, Finance, General
Lifetime Financial Growth June 2015 - Present
University of Kentucky Volleyball student manager February 2012 - May 2015
Skyline Chili July 2007 - December 2014
Skills
competition, Strategy, Maximizer, Futures Thinking, High Achiever, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Leadership, Customer Service, Management, Team Leadership, Team Building
Education
University of Kentucky 2011 — 2015
Bachelor's degree, Finance, General
John Waite's Lifetime Financial Growth Experience April 2015 - Present
Job Lifetime Financial Growth
Industry Financial Services
Experience
Lifetime Financial Growth April 2015 - Present
World Financial Group (WFG) September 2014 - April 2015
Skills
Experienced healthcare..., Healthcare, Physicians, Healthcare Management, Management, Strategic Planning, Team Building, Public Speaking, Sales, Financial Planning, Retirement, Customer Service, Marketing, Microsoft Excel
Education
St. Joseph's College (ME) 1995 — 1998
Masters Healthcare Administration, Administration
The Ohio State University 1979 — 1983
Bachelors of Science, Allied Medicine School of Respiratory Care
Lifetime Financial Growth April 2015 - Present
World Financial Group (WFG) September 2014 - April 2015
Skills
Experienced healthcare..., Healthcare, Physicians, Healthcare Management, Management, Strategic Planning, Team Building, Public Speaking, Sales, Financial Planning, Retirement, Customer Service, Marketing, Microsoft Excel
Education
St. Joseph's College (ME) 1995 — 1998
Masters Healthcare Administration, Administration
The Ohio State University 1979 — 1983
Bachelors of Science, Allied Medicine School of Respiratory Care
Sherri Henke's Lifetime Financial Growth Experience June 2013 - Present
Job Financial Advisor, Park Avenue Securities LLC at Lifetime Financial Growth
Industry Financial Services
Experience
Lifetime Financial Growth June 2013 - Present
Direct Options February 2012 - October 2012
Fidelity Investments September 2008 - January 2012
Fidelity Investments 2002 - 2008
Fidelity Investments February 2000 - July 2002
Fidelity Investments February 1995 - February 2000
Mercantile Stores August 1990 - February 1995
Skills
Relationship Management, Retirement Plan..., Consultative Selling, Plan Design, 401k, Defined Benefit, Series 6, Series 63, Strategic Influence, Strategic Planning, Strategic Consulting, Benchmarking
Education
University of Cincinnati
Bachelor of Arts, English Literature
Lifetime Financial Growth June 2013 - Present
Direct Options February 2012 - October 2012
Fidelity Investments September 2008 - January 2012
Fidelity Investments 2002 - 2008
Fidelity Investments February 2000 - July 2002
Fidelity Investments February 1995 - February 2000
Mercantile Stores August 1990 - February 1995
Skills
Relationship Management, Retirement Plan..., Consultative Selling, Plan Design, 401k, Defined Benefit, Series 6, Series 63, Strategic Influence, Strategic Planning, Strategic Consulting, Benchmarking
Education
University of Cincinnati
Bachelor of Arts, English Literature
Khi Downey's Lifetime Financial Growth Experience April 2008 - September 2008
Job General Contractor/Property Preservation at Vision Contact llc
Industry Construction
Experience
VisionContact llc February 2009 - Present
Vision Contact llc 2009 - Present
Lifetime Financial Growth April 2008 - September 2008
Skills
Construction, Renovation, Customer Service, Marketing, Sales, Account Management, Training, Contract Negotiation, Residential Homes, Commercial Real Estate
Education
University of Pittsburgh 2006 — 2008
Bachelor, Commincation
Indiana University of Pennsylvania
Bachelor of Business Administration (B.B.A.)
VisionContact llc February 2009 - Present
Vision Contact llc 2009 - Present
Lifetime Financial Growth April 2008 - September 2008
Skills
Construction, Renovation, Customer Service, Marketing, Sales, Account Management, Training, Contract Negotiation, Residential Homes, Commercial Real Estate
Education
University of Pittsburgh 2006 — 2008
Bachelor, Commincation
Indiana University of Pennsylvania
Bachelor of Business Administration (B.B.A.)
Ron Durham's Lifetime Financial Growth Experience February 2011 - Present
Job Financial Services
Industry Financial Services
Experience
Lifetime Financial Growth February 2011 - Present
Sun Trust 2005 - 2006
J P Morgan 2001 - 2006
Skills
Financial Planners, Estate Planning, Strategic Financial..., Insurance, Investments, Asset Managment, Finance, Employee Benefits, Strategic Planning, Business Planning, Business Strategy, Customer Service
Education
University of Kentucky 1983 — 1987
Bachelor, Accounting
Franklin County High School
Lifetime Financial Growth February 2011 - Present
Sun Trust 2005 - 2006
J P Morgan 2001 - 2006
Skills
Financial Planners, Estate Planning, Strategic Financial..., Insurance, Investments, Asset Managment, Finance, Employee Benefits, Strategic Planning, Business Planning, Business Strategy, Customer Service
Education
University of Kentucky 1983 — 1987
Bachelor, Accounting
Franklin County High School
Keith M. Mitchell's Lifetime Financial Growth Experience March 2012 - November 2012
Job Stone Financial
Industry Financial Services
Experience
Stone Financial Retirement Planning November 2012 - Present
Lifetime Financial Growth March 2012 - November 2012
JPMorgan Chase May 2010 - March 2012
Skills
Fixed Annuities, Retirement Planning, Retirement, Investments, Estate Planning, Mutual Funds, Long-term Care, Strategic Financial..., Financial Advisory, Financial Analysis, Wealth Management, Leadership, Insurance, Life Insurance, Asset Allocation
Education
Ohio University
Bachelor of Business Administration (B.B.A.), Marketing
Stone Financial Retirement Planning November 2012 - Present
Lifetime Financial Growth March 2012 - November 2012
JPMorgan Chase May 2010 - March 2012
Skills
Fixed Annuities, Retirement Planning, Retirement, Investments, Estate Planning, Mutual Funds, Long-term Care, Strategic Financial..., Financial Advisory, Financial Analysis, Wealth Management, Leadership, Insurance, Life Insurance, Asset Allocation
Education
Ohio University
Bachelor of Business Administration (B.B.A.), Marketing
Eric Startare's Lifetime Financial Growth Experience November 2013 - Present
Job CFO at Lifetime Financial Growth
Industry Accounting
Experience
Lifetime Financial Growth November 2013 - Present
Stelmack Dobransky & Eannace, LLC November 2003 - November 2013
Skills
Tax Preparation, Auditing, CPA
Education
Duquesne University 1999 — 2003
Bachelor of Science in Business Administration, Accounting
Lifetime Financial Growth November 2013 - Present
Stelmack Dobransky & Eannace, LLC November 2003 - November 2013
Skills
Tax Preparation, Auditing, CPA
Education
Duquesne University 1999 — 2003
Bachelor of Science in Business Administration, Accounting
Lynda J. McConnell's Lifetime Financial Growth Experience September 2010 - Present
Job Senior Executive Assistant at Lifetime Financial Growth LLC
Industry Financial Services
Experience
Lifetime Financial Growth September 2010 - Present
Lifetime Financial Growth LLC September 2010 - Present
Education
Ambassador University
Bachelor's Degree
Bowling Green State University-Firelands
Lifetime Financial Growth September 2010 - Present
Lifetime Financial Growth LLC September 2010 - Present
Education
Ambassador University
Bachelor's Degree
Bowling Green State University-Firelands
Daniel O'Keefe's Lifetime Financial Growth Experience August 2002 - February 2007
Job at
Industry Financial Services
Experience
Ohio National Financial Services September 2013 - Present
Lincoln Investment Planning September 2010 - September 2013
Great American Advisors, Inc. May 2007 - August 2010
Lifetime Financial Growth August 2002 - February 2007
Skills
Series 7, Retirement Planning, Mutual Funds, Securities, Financial Services, Series 63, Investments, Wealth Management, Fixed Annuities, Asset Management, Portfolio Management, FINRA, Insurance
Education
George Mason University 1994 — 1996
Ohio National Financial Services September 2013 - Present
Lincoln Investment Planning September 2010 - September 2013
Great American Advisors, Inc. May 2007 - August 2010
Lifetime Financial Growth August 2002 - February 2007
Skills
Series 7, Retirement Planning, Mutual Funds, Securities, Financial Services, Series 63, Investments, Wealth Management, Fixed Annuities, Asset Management, Portfolio Management, FINRA, Insurance
Education
George Mason University 1994 — 1996