Experience
LTC Financial Partners   October 2013 - Present
Cobalt Mortgage  April 2013 - October 2013
Cobalt Mortgage  February 2012 - April 2013
Puetz Golf   March 2005 - March 2012

Skills
Payroll, Journal Entries, Payroll Taxes, Financial Analysis, General Ledger, Customer Service, Employee Benefits, Employee Relations, Accounting, Outlook, Microsoft Excel, Time Management, QuickBooks, Sales

Education
Eastern Washington University   1996 — 2003
BA, Finance

Central Washington University
Bachelor of Science (BS), Accounting

Experience
Berkshire Hathaway HomeServices  September 2014 - Present
RE/MAX Equity Group  October 2013 - September 2014
Allstate  May 2012 - May 2013
LTC Financial Partners   February 2011 - May 2012

Skills
Fixed Annuities, Term Life Insurance, Insurance, Life Insurance, Disability Insurance

Education
Portland State University   2008 — 2010
Bachelor's degree, Communication Studies

Portland Community College   2006 — 2009
General Studies

Experience
MLC Financial Group   July 2003 - Present
Health Reform Team, Inc.   April 2014 - April 2015
Aflac  February 2014 - January 2015
Combined Insurance United States  2015 - 2015
LTC Financial Partners   July 2013 - March 2014
Connextions  September 2013 - February 2014
Transamerica  December 2011 - March 2013
Jean Massuie Academy   January 2010 - July 2010
Waddell & Reed Financial Services  January 2003 - July 2003

Skills
Mortgage Lending, Direct Marketing, Business, Time Management, Sales Management, Entrepreneur, Coaching, Property & Casualty..., Life insurance, Term Life Insurance, Health Insurance, Umbrella Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Disability Insurance, Financial Services, Insurance, Personal Finance, Genuine, Entrepreneurship, Direct Sales, Finance, Marketing, Employee Benefits, Financial Planners, Long Term Care Insurance, Selling, Medicare, Brokers, Sales, Life Insurance, Small Business, Underwriting, Financial Planning, Team Building, Customer Service, Leadership, Strategic Planning, New Business Development

Education
Dallas Baptist University   1999 — 2002
BBS, Business Administration

Texas State Technical College   1982 — 1984
Associate of Applied Science, Computer Technology

Experience
Hurt & Associates Financial Services   April 2007 - Present
LTC Financial Partners   September 2005 - April 2007
GE Capital Assurance - Long Term Care Division   July 2000 - September 2005

Skills
Long Term Care Planning, Workplace Long Term..., Life Insurance, Retirement Planning, Pension Maximization..., Medicare Planning, Final Expense Plans, Annuities - Retirement, Wealth Transfer Tools, Wealth Preservation..., Buy-Sell Business..., Executive Carve-Out..., Health Insurance, Business Insurance, Workmans Comp Inurance, Social Media Marketing, Social Media, Referral Partner Network, Strategic Partnerships, Social Networking, Marketing, Online Marketing, Business Strategy, Marketing Strategy, Business Development, Customer Service, Strategy, Team Building, Long-term Care, Leadership, Marketing Communications, Entrepreneurship, Account Management, Small Business, Retirement, Fixed Annuities, Financial Planning, Strategic Planning, Medicare, Term Life Insurance, Financial Services, Disability Insurance, Insurance, Health Insurance

Education
College of Southern Idaho   1975 — 1977

tf high

Experience
Monarch Business Group   August 2010 - Present
LTC Financial Partners   March 2009 - May 2009
Financial Associates Midwest Inc   February 2008 - December 2008

Skills
Marketing Strategy, Direct Sales, Account Management, Health Insurance, Term Life Insurance, Universal Life, Insurance Brokerage, Disability Insurance, Sales Management, Insurance, Whole Life, Medicare, Long-term Care, Selling Skills, Life Insurance, Critical Illness, Agents, Accident, Small Business, Sales, Employee Benefits

Education
Missouri Southern State University   2001 — 2003
Associates, Marketing

Osceola High School, Osceola, MO   1997 — 2001

Experience
Bellevue School District  December 2014 - Present
Senior Housing Assistance Group (SHAG)   December 2014 - Present
Tutor.com  October 2014 - Present
Law Office of Helen A Boyer   April 2009 - Present
LTC Financial Partners   April 2009 - November 2014
Odegaard Writing and Research Center   September 2013 - September 2014
Providence Hospice of Seattle  September 2013 - June 2014
Overlake Hospital Medical Center, Cancer Center   January 2013 - June 2013
Cozen O'Connor  August 1993 - April 2009
Washington State Court of Appeals, Div I   January 1987 - August 1993

Skills
Education, Writing, Medical Social Work, Long-term Care, End of Life, Palliative Care, Social Services, Patient Education, Patient Advocacy, Chronic Care Management, Clinical Research, psychosocial assessment, Grief Counseling, Medicare, Health Insurance, Leadership, Long Term Care Insurance, Litigation, Public Speaking, Small Business, Patient Support, Advance Directives, Disability Insurance, bereavement, Medical Legal..., Employee Benefits, Retirement Planning, Workers Compensation, Insurance, Estate Planning, Retirement, Reinsurance, Life Insurance, Fixed Annuities, Property & Casualty...

Education
University of Washington, School of Social Work   2012 — 2014
Master of Social Work (MSW), Health

University of Washington, School of Law   1983 — 1986
JD, Law, with honors

Teachers College of Columbia University   1977 — 1978
MA, Youth Education, Reading Specialist, Language Arts

Stanford University   1971 — 1974
AB, Art & Communications, Photography, Graphic Design.

Tufts University   1969 — 1971
English Language and Literature, General

Experience
Vidible   April 2015 - Present
Gravity.com  February 2013 - April 2015
Demand Media  March 2012 - February 2013
Patch.com  January 2011 - March 2012
Tribune Company  February 2010 - January 2011
LTC Financial Partners   February 2009 - February 2010
BAIMedia   2007 - 2010

Skills
Online Advertising, Research, Negotiation, Advertising, Marketing, Marketing Strategy, New Business Development, Strategic Partnerships, Sales, Start-ups

Education
University of Connecticut   2002 — 2007
BA, English, History

South Kent School   1999 — 2002
High School

Renbrook

Renbrook

Experience
NACA Atlanta   February 2012 - Present
WPH   July 2010 - February 2012
LTC Financial Partners   January 2010 - February 2012
Pulte Homes  March 2004 - December 2009

Skills
Negotiation, Real Estate, Customer Relations, Customer Service, Contract Negotiation, Excel, Budgeting, PowerPoint, Word, Residential, Sales Management, Microsoft Office, Event Planning, Problem Solving, Promotions, Coaching, Insurance, New Home Sales, Outlook, Product Development, Selling, Strategic Planning, Contract Negotiations, New Business Development, Team Building, Market Research, Public Speaking, Customer Satisfaction, Planning, Scheduling, Competitive Analysis, Mentoring, Residential Homes, Single Family Homes, Budgets, Real Estate Transactions, Account Management, Process Scheduler

Education
The University of Georgia
BA, Political Science

Experience
Cigna  August 2015 - Present
Colonial Life  October 2006 - August 2015
LTC Financial Partners   September 2013 - July 2015
CIGNA Healthcare  2003 - 2004
The Fringe Benefit Company   1996 - 2003
MetLife  April 1995 - October 1996

Skills
Brokers, Term Life Insurance, Accident, Small Business, Disability Insurance, Insurance, Voluntary Employee..., Employee Benefits, Health Insurance, Cafeteria Plans, Critical Illness, Health Savings Accounts, Life Insurance, Flexible Spending..., Long-term Care, Underwriting

Education
University of Phoenix   1996 — 1998
Masters, Organizational Management

Arizona State University   1991 — 1995
Bachelors, Psychology

Experience
LTC Financial Partners   August 2012 - Present
The Hartford Insurance Company  October 2009 - August 2012
Genworth Financial  April 2007 - October 2009
Beneficial Insurance Services  March 2006 - April 2007
Citizens Bank Insurance Group   January 2004 - March 2007
Frank Crystal & Company  2003 - 2004
USI Midatlantic   2002 - 2003
Bank of America  1998 - 2002
Prudential Financial  1983 - 1998

Skills
Customer Service, Cross Selling, Relationship Management, Long-term Care, Employee Benefits, Insurance

Education
Albright College   1979 — 1983
B.S. Business Administration, Business Administration

Archbishop Wood High School

Experience
LTC Financial Partners   2010 - Present
UBS  March 2007 - June 2008
Robert W. Baird & Co.   June 1989 - January 1997
Northwestern Mutual Financial Services  January 1989 - January 1997
Lord & Taylor  January 1983 - June 1987

Skills
Small Business, Non-profits, Long Term Care, Insurance, Retirement Planning, Employee Benefits, Long-term Care

Education
University of Bridgeport
B.S., School of Business

Experience
LTC Financial Partners   April 2010 - Present
Plunkett & Associates   August 2003 - April 2010
GE Capital  August 1994 - July 2003
GE Capital  June 1992 - August 1994
Amex  November 1988 - August 1992
Plunkett & Associates   July 1987 - November 1988

Skills
Long-Term Care..., Long-Term Care...

Education
Butler University
BA, Fine Arts

Experience
Broadway Limited Imports, LLC   October 2012 - Present
LTC Financial Partners   January 2011 - February 2013
Brown & Brown  October 2008 - January 2011
Brooke Capital Corporation  December 2002 - August 2008
Morgan Stanley  October 2000 - December 2002
Allstate Insurance  October 1987 - June 2000
Travelers Insurance  June 1984 - August 1987

Skills
Insurance, Property & Casualty..., Workers Compensation

Education
Davidson College   1980 — 1984
BA, History

Experience
PAL-Personal Attention Leasing   October 2013 - Present
Hertz Local Edition  April 2012 - September 2013
Watco  April 2011 - March 2012
LTC Financial Partners   November 2010 - April 2011
Village Charters, Inc   October 2009 - October 2010
Penske Truck Leasing  February 2002 - February 2009
Skaggs Public Safety Uniforms   January 1997 - January 2001
Gregory Sporting Goods   1995 - 1997

Skills
Long-term Care, Insurance, Employee Benefits, Sales Management, Sales, Microsoft Excel, Transportation, Operations Management, Freight, Logistics, Life Insurance, Fixed Annuities, Training, Customer Service, Marketing, Management, Marketing Strategy, Sales Operations, Fleet Management, Team Building, Leadership, Account Management, Customer Retention, New Business Development, Process Improvement, Contract Negotiation, Coaching, Strategic Planning, P&L, Business Planning, Selling, Direct Sales, Team Leadership, Sales Presentations, Profit, Business Development, Inventory Management, Customer Satisfaction, Transportation..., Negotiation, Trucking, Logistics Management, Purchasing, Cold Calling

Education
University of Phoenix   2002 — 2008
BSBM, Business Management

Mustang

Mustang

Experience
LTC Financial Partners   June 2004 - Present
genw   September 2001 - June 2004

Education
University of Southern California   1980 — 1983
MS,PT, Physical Therapy

University of California, Los Angeles   1975 — 1979
BS, Kinesiology

Experience
Jan Durlacher   April 2000 - Present
MetLife  September 2005 - August 2007
LTC Financial Partners   June 2003 - August 2005

Skills
Medicare Supplements, Annuities, Term Life Insurance, Long Term Care Insurance, Medicare, Long-term Care, Life Insurance, Fixed Annuities, Retirement, Small Business, Financial Advisory, Insurance, Employee Benefits, Whole Life, Disability Insurance, Retirement Planning, Health Insurance, Medicaid

Education
Temple University   1974 — 1979
B.A., Liberal Arts

Experience
Wagon Self Storage   July 2011 - Present
LTC Financial Partners   September 2010 - May 2011
BBVA Compass  January 2009 - August 2010
Brawley Pardini Fonzi, Inc.   January 2005 - December 2008
National Brands, Inc.   May 1981 - December 2004

Skills
Sales, Account Management, Sales Operations, Management, Sales Management, Marketing, Sales Process, New Business Development, Leadership, Negotiation, Insurance, Customer Service, Banking, Cold Calling

Education
Arizona State University
Bachelor of Science, Business, Marketing

Arizona State University
Bachelor of Science in Business and Marketing

Arizona State University

Experience
LTC Financial Partners   August 2007 - Present
Farmers Insurance Group Papillion, NE   January 2007 - Present
Monarch Grounds Maintenance Inc.   March 1993 - January 2008

Education
University of Nebraska at Omaha   1997 — 2002
Accounting

Creighton University   1995 — 1996
Accounting

Experience
New Jersey City University  September 2010 - Present
LTC Financial Partners   2008 - 2010

Skills
Microsoft Excel, Microsoft Office, Event Planning, Public Speaking, Music, Photoshop, Teaching, Social Media

Education
Institute of Audio research   1997 — 1998
Audio Engineer

New Jersey City University
BA, Media Arts/Film

Experience
LTC Financial Partners   January 2007 - Present
Max Broock Realtors  April 1998 - December 2008

Education
Oakland Community College
Business

Experience
LTC Financial Partners   January 2009 - Present
John Hancock  April 2007 - November 2008
John Hancock Life Insurance Company (U.S.A.)   2007 - 2008
UVEST Financial Services  2004 - 2006
Jackson National Life Institutional Marketing Group   1999 - 2004
Jackson National Life  1997 - 2003
SunAmerica  1996 - 1997
Independent Financial Marketing Group  1994 - 1997
GNA  1987 - 1992

Skills
Series 7, Mutual Funds, Business Development, Life Insurance, Wealth Management, Investments, Insurance, Risk Management, Financial Services, Marketing, Retirement Planning, Training, Sales Management, Retirement, Fixed Annuities, Sales, Long-term Care, IRAs, Banking, Long Term Care Insurance

Education
Texas State University   1968 — 1971
Advertising, Marketing

Experience
LTC Financial Partners   August 2011 - April 2013
LTC Financial Partners   April 2009 - April 2012
LTC Financial Partners   April 2009 - October 2009
RBC Dain Rauscher  August 2006 - September 2008
Russell Investment Group  January 2003 - November 2004
Safeco  2001 - 2003
Safeco  1999 - 2001
Capital Planning Corporation   1993 - 1998

Skills
Series 7, Long-term Care, Disability Insurance, Marketing Strategy, Corporate Communications, Fixed Annuities, Retirement, Insurance, Retirement Planning, Mutual Funds, Employee Benefits, Health Insurance, Life Insurance, Strategic Financial..., Investments, Marketing, Long Term Care Insurance, Strategy, Business Development, Sales, Term Life Insurance, Leadership, Training, Business Planning, Entrepreneurship, Financial Planning, Management, CRM, Strategic Planning, Project Management, Sales Management

Education
Rollins College
BA, Studio Art & Design

Experience
ACSIA Partners  November 2011 - Present
LTC Global Marketing Inc. / ACSIA Long Term Care   2010 - 2015
LTC Financial Partners   July 2010 - November 2011

Skills
Long-term Care, Long Term Care Insurance, Retirement, Fixed Annuities, Public Speaking, Universal Life, Life Insurance, Underwriting, Financial Advisory, Whole Life, Critical Illness, Medicare, Golf, Spanish, Financial Planners, Insurance Brokerage, Long Term Care, Annuities, Retirement Planning, Asset Protection, Sales

Education
University of Massachusetts, Amherst   1963 — 1967
BA, English Lit

Experience
LTC Financial Partners   August 2010 - Present
Himmelstein Financial   October 2007 - February 2011

Skills
sales, Listening Skills, Asking Questions, Closing, Analysis, Valuation, Construction, Property Management, Real Estate Investment, Real Estate Financing, Real Estate Transactions, Instructing, Sales, Insurance, Fixed Annuities, Long Term Care Insurance, Investment Properties, Universal Life, Retirement Planning, Long-term Care, Licensed Life & Health..., Whole Life, Recruitment Training, Term Life Insurance, Mortgage Lending, Investments, Life Insurance, Underwriting, Disability Insurance, Health Insurance

Education
University of Hartford   1979 — 1981
MBA, Marketing and Finance, A 3.86 out of 4.0

Hebrew Union College-Jewish Institute of Religion-New York   1970 — 1975
Bachelor's Degree, Cantorial Sacred Music

Boston University   1965 — 1969
Bachelor's Degree, Liberal Arts - Philosophy and Religion

Experience
LTC Financial Partners   September 2011 - April 2014
US Government  September 2009 - September 2010
CARE STAR   May 2008 - November 2008
Council on Aging Southwestern Ohio  May 2007 - March 2008
Magellan Behavioral Health  November 2006 - May 2007
Alcoholism Council of Greater Cincinnati   May 2003 - October 2006
Recovery Resources  September 2001 - May 2002
Cuyahoga County Department of Children and Family Services  October 1977 - December 2001

Skills
Insurance, Long Term Care, Healthcare, Licensing, Health, Assesor, Administrator, General Insurance, Social Worker, Long-term Care, Long Term Care Insurance, Case Managment, Medicare, Social Services, Fixed Annuities, Crisis Intervention, Term Life Insurance, Case Management, Employee Benefits, Disability Insurance, Health Insurance

Education
Cleveland State University   2000 — 2002
M.Ed, Community Agency Counseling

Case Western Reserve University   1977 — 1978
Social Work Administration

Miami University   1971 — 1975
BACHELOR OF ARTS, Psychology/Sociology

Experience
Brother-to-Brother Ministries   June 2007 - Present
Self-Employed  2007 - Present
LTC Financial Partners   August 2005 - December 2007
USAA  January 2000 - October 2001

Skills
Teaching/mentoring, Leadership Development, Public Speaking, Coaching, Non-profits, Teaching, Team Building, Marketing, Organizational..., Budgets, Theology, Public Relations, Workshop Facilitation, Event Planning, Program Development, New Business Development, Social Media, Microsoft Office, Social Networking, Fundraising, Community Outreach, Volunteer Management, Team Leadership, Nonprofits, Customer Service, Newsletters, Editing, Strategic Planning, Research, Advertising, Entrepreneurship, System Administration, Marketing Strategy, Start-ups, Small Business, Program Management, Leadership, Business Strategy, Event Management, Long-term Care, PowerPoint, Marketing Communications, Analysis, Sales, Management, Social Media Marketing, Project Management, Negotiation, Training, Project Planning

Education
Aquinas Institute of Theology   1998 — 2002
MAPM, Pastoral Ministry

Webster University   1980 — 1982
MA, Public Administration

University of Cincinnati   1965 — 1969
BA, Political Science

Taylor High School   1960 — 1964

Experience
New York Life Insurance Company  January 2013 - Present
LTC Financial Partners   October 2009 - January 2013
LivHOME  October 2011 - October 2012

Skills
Estate Planning, Asset Protection, Wealth Preservation..., Thought Leadership, Gifting Strategies, Key Person Protection, Small Business, Annuity Sales, Multi Generational..., Multi Generational..., Business Exit Strategy, Wealth Transfer..., Life Insurance..., Lifetime Income..., Long-Term Care Insurance, Supplements to Employee..., Licensed in Long-Term..., New Business Development, Workshop Facilitation, Public Speaking, 401(k) Rollovers, Business Succession..., Fixed Annuities, Life Insurance, Leadership, Long Term Care Insurance, Succession Planning, Insurance, Employee Benefits, Long-term Care, Team Building, Customer Service, Finance

Education
Syracuse University   1974 — 1978
Bachelor, Environmental Design and Spanish

American School of Madrid, Madrid,Spain   1972 — 1974
High School Diploma

Experience
LTC Financial Partners   LTC SpecialistJobecca Technology Group, LLC1953 - 2011
Jobecca Technology Group, LLC   1953 - 2011

Education
Temple University   1949 — 1953
B>S>, Business Administration

Temple University   1949 — 1953
B.S., Business Administration

Experience
Cheri Davis LTC Services   July 2009 - Present
LTC Financial Partners   November 2009 - January 2013
Real Estate Industry  January 1987 - May 2006

Skills
Long Term Care Insurance, Long-term Care, Fixed Annuities, Insurance, Sales, Sales Management, Sales Operations, Training, Recruiting, Leadership, Team Building, Team Leadership, Team Management, Cross-functional Team..., Educational Leadership, Employee Benefits, Life Insurance, Entrepreneurship, Thought Leadership, Marketing, Start-ups, Startup Marketing, Managing Start-ups, Universal Life, Term Life Insurance, Financial Advisory, Retirement, Critical Illness, Health Insurance, Brokers, Medicare, Retirement Planning, Critical Care, Accident, 401k, Financial Planners, Estate Planning, Health Savings Accounts, Small Business, Wealth, Financial Planning

Education
University of Illinois at Urbana-Champaign

Experience
BMC - Building Materials and Construction Services  October 2012 - Present
LTC Financial Partners   July 2011 - July 2012
Advanced Floor Concepts   August 2004 - September 2010
Rocky Mountain Structural Floors   May 1997 - February 2001

Skills
Operations Management, Project Execution, Financial Analysis, Leadership, Management, Budgets, Sales, New Business Development, Human Resources, Policy, Strategic Planning, Training, Team Building, Sales Management, Process Improvement, Contract Negotiation, Negotiation, Marketing

Education
Regis University   2006 — 2008
MBA, Finance/Accounting

Business Management   2006 — 2007
certificate, Effective Supervisiory Management

University of Colorado Boulder   1988 — 1990
BA, Psychology & Philosophy

State University of New York College at Oneonta   1986 — 1988
Psychology

Experience
LTC Financial Partners   January 2012 - Present
Newman Long Term Care  September 2006 - December 2011
Blue Cross Blue Shield of Minnesota  2003 - 2006
Blue Cross Blue Shield of Minnesota  September 1998 - November 2003

Skills
Insurance, Employee Benefits, Long Term Care, Health Insurance, Retirement Planning, Long-term Care, Term Life Insurance, Disability Insurance, Long Term Care Insurance, Underwriting, Retirement, Fixed Annuities, Life Insurance, Medicare, Brokers

Education
University of Minnesota Duluth   1984 — 1989
BFA

Kellogg HS

Experience
Coaching with.................   January 2014 - Present
Business Consulting  June 2015 - Present
Center for Teacher Effectiveness (CTE)   June 2013 - October 2014
Sole Proprietor  October 2013 - 2014
Allstate  August 2012 - January 2013
LTC Financial Partners   August 2010 - January 2011
CUNA Mutual Group  March 2008 - September 2008
Northwestern Mutual Life  June 2007 - October 2007
Allianz Global Corporate & Specialty  June 2004 - June 2007
World Financial Group (WFG)   2001 - 2002

Skills
Training, Coaching, Insurance, Leadership Development, Training Delivery, Onboarding, Human Resources, Management Consulting, Executive Coaching, Instructional Design, Project Management, Succession Planning, Change Management, Needs Analysis, Performance Management, Long-term Care, Team Building, Public Speaking, Organizational..., Microsoft Office, Business Process, Personal Development, Blended Learning, Recruiting, Employee Engagement, Training Leadership, Career Development, Employee Benefits, Process Improvement, Staff Development, Team Leadership, Performance Improvement, Strategic Planning, Talent Management, Learning Management, Employee Relations, Organizational..., Adult Education, Performance Consulting, Workshop Facilitation, Classroom Management, Differentiated..., Time Management, Personnel Management, Employee Training, Leadership, Management, E-Learning, Instructor-led Training, Management Development

Education
City University of Seattle   1999 — 2006
MBA, General Management

Villanova University   2007 — 2007
Master's Certificate, Human Resource Management

Caldwell University   1985 — 1987
Bachelor's Degree, Business Administration

University of Bridgeport   1965 — 1967
Associate in Arts, Legal Secretarial

Rockhurst University
Certificate, Instructional Design

Experience
Matters of the Heart Inc.   February 2011 - Present
Matters of the Heart Incorporated   May 2010 - Present
Aflac  March 2010 - Present
LTC Financial Partners   January 2010 - Present
WellCare  2007 - 2009

Skills
Long-term Care, Health Insurance, Medicare, Public Relations, Insurance, Small Business, Public Speaking, Team Building, Employee Benefits, Leadership, Marketing Strategy, Strategic Planning, Healthcare, Customer Service, Training, Leadership Development, Coaching, Budgets, Sales, Entrepreneurship

Education
Belhaven University   2009 — 2013
Bachelor's Health care Administration, Healthcare Administration

Belhaven University
Masters of Science in Leadership, Human Resources Development

Experience
Robert Half  September 2013 - March 2015
Coalfire Systems, Inc.   September 2013 - March 2015
A Place for Mom  October 2011 - August 2013
LTC Financial Partners   January 2009 - April 2010
Fred Meyer  November 2004 - January 2009

Skills
Recruiting, Customer Service, Leadership, Event Planning, Microsoft Excel, Microsoft Office, Outlook, Data Analysis, Training, Tourism, Social Media, Public Speaking, Social Networking, Marketing, Project Management, Report Writing, Account Management, Salesforce.com, Sales, Office Management, Risk Management, Nonprofits, Data Entry, Database Management, Sustainability, Event Management, Client Relations Skills, Time Management, Analysis, Process Scheduler, Human Resources, Freelance Writing, Technical Writing, Front Office, Accounting, Outdoor Recreation, Travel Writing

Education
Central Washington University   2014 — 2015
Bachelor’s Degree, Global Sustainability Studies

MatadorU
Travel Writing

Experience
NAVIGANT CONSULTING  May 2013 - February 2015
CENTER FOR DIVINE CLARITY   October 2012 - September 2013
LTC FINANCIAL PARTNERS   2009 - 2013
Westwood Mortgage, Inc.   2007 - 2009
American Home Mortgage (purchased mortgage division of PACIFIC CREST SAVINGS BANK in 2006)   2002 - 2007
Executive Recruiting   2001 - 2002
STOCK MARKET INSTITUTE OF LEARNING   2000 - 2001
Seattle Public Schools  1996 - 2001

Skills
Project Management, Project Planning, Entrepreneurship, Event Planning, Inspiring Teams, Coaching, Capital Budgeting, Leadership, Operating Budgets, Research, Volunteer Management, Collaborative Problem..., Microsoft Office, Financial Analysis, Teaching, Sales Process, Facilities Management, Construction Management, Creative Direction, Management, Business Growth..., Mortgage Lending, Loan Origination, Mortgage Underwriting, Long Term Care Insurance, Medical Underwriting, Risk Management, Workshop Facilitation, Owner Representation, Pre-purchase Inspections, Building Permits, Curriculum Design, Qualitative &..., Public Speaking

Education
Antioch University Seattle   1995 — 1996
Graduate Program in Education, earned Washington State Teaching Certificate, Elementary Middle and High School Education

The Evergreen State College   1986 — 1991
Bachelor's Degree, Theater/ Literature

The Putney School   1983 — 1985
High School

Experience
LTC Financial Partners   May 2008 - Present
WiseChoiceLTC.com   January 2001 - Present
LTC Financial Solutions   May 2005 - March 2008
GE Capital Assurance & GE LTC Direct (Internet Sales)   January 1996 - April 2003
Equifax  January 1988 - May 1995
General Mills  January 1976 - February 1981
US Navy  1961 - 1964

Skills
Long Term Care Insurance, Hybrid Life/LTC..., Small Business, IRAs, Sales, Estate Planning, Insurance, Life Insurance, Brokers, Long-term Care, Fixed Annuities, Medicare, Series 7, Retirement, Disability Insurance, Term Life Insurance, Employee Benefits, Whole Life, Health Insurance, Retirement Planning, Critical Illness, Healthcare, Accident, Wealth, Universal Life, 401k, Financial Advisory, Financial Planners, Strategic Financial...

Education
University of Georgia - Terry College of Business   1964 — 1968
BBA, Economics

University of Virginia

Experience
ACSIA Partners  July 2014 - Present
LTC Financial Partners   2006 - 2014
LTC Financial Partners   2006 - 2013

Skills
Long-term Care, Team Building, Insurance, Interviews, Webinars, Underwriting, Critical Illness, Health Insurance, Training, Fixed Annuities, Disability Insurance, Sales Management, Long Term Care Insurance, Coaching, Time Management, Sales, Leadership, Brokers, Employee Benefits, Universal Life, Small Business, Financial Planners, Medicare, Retirement Planning, Retirement, Life Insurance, Term Life Insurance, 401k, Whole Life, Selling, Accident

Education
Texas Tech University
Speech Communication

Texas Tech University
Communication

Experience
LTC Financial Partners   January 2009 - Present
SCAHU   2011 - 2012

Skills
Long Term Care..., Individual long term..., Group long term care, Long Term Care, Employee Benefits, Long-term Care, Insurance, Fixed Annuities, Long Term Care Insurance, Life Insurance, Brokers, Sales, Financial Planners, Disability Insurance, Leadership, Strategic Planning, Term Life Insurance, Retirement, Critical Illness, Whole Life, Health Insurance, IRAs, Retirement Planning, Medicare, Accident, 401k, Universal Life, Small Business, Estate Planning, Health Savings Accounts, Financial Advisory, Commercial Insurance, Underwriting, Wealth, Umbrella Insurance, Strategic Financial..., Workers Compensation, General Insurance, Property & Casualty..., Wealth Management

Education
Nova Southeastern University
MBA

University of Florida - Warrington College Of Business   1985 — 1989
BS in Business, Marketing

Experience
LTC Financial Partners   April 2007 - April 2013
ChemPoint  December 2006 - March 2007
EchoStar Corporation  September 2004 - September 2006

Skills
Oral & Written..., Microsoft Office, Photoshop, Direct Marketing, Strategic Planning, Public Relations, Marketing Strategy, New Business Development, Email Marketing, Account Management, Marketing Communications, Online Marketing, Media Relations, Sales Presentations, Business Planning, Marketing Operations, Legal Compliance, Marketing, National Account..., National Accounts, Management

Education
University of Idaho   2001 — 2004
BS Public Communications, Public Relations, Marketing

Boise State University   1999 — 2000
Journalism, PR

Experience
Mulgrew Medical Rep Group   June 2014 - Present
QB Medical, Inc.   January 2014 - May 2014
Transamerica Agency Network, Inc.   April 2012 - December 2013
LTC Financial Partners   November 2009 - March 2012
California Grinders Cafe and Catering   December 2004 - November 2009
Avon  September 2002 - April 2004

Skills
Life Insurance, Long Term Care Insurance, Fixed Annuities, Sales Management, Management, Retirement, Customer Service, Long-term Care, Insurance, Sales, Training, Selling, Small Business, Marketing, Leadership, Team Building

Education
Ball State University   1989 — 1994
Journalism/TComm, Advertising

Experience
ACSIA Partners, LLC   July 2014 - Present
LTC Financial Partners   October 2013 - July 2014
Long Term Care Financial Partners  January 2005 - October 2013
LTC Financial Partners   April 2009 - July 2012
Ohio LTC Brokers   August 1997 - January 2005

Skills
Business Management, Sales Management, Public speaking, Long-term Care, Disability Insurance, Fixed Annuities, Health Insurance, Employee Benefits, Long Term Care Insurance, Life Insurance, Brokers, Medicare, Retirement Planning, Small Business, Sales, New Business Development, Estate Planning, Financial Planners, Management, Strategic Financial..., Public Speaking, General Insurance, Leadership, Health Savings Accounts, Insurance, Wealth Management, Underwriting, Mutual Funds, Wealth, Critical Illness, Whole Life, Universal Life, IRAs, Financial Planning, 401k

Education
Bowling Green State University   1987 — 2003
Master's Degree, Business Administration/Finance/Economics

Experience
LTC Financial Partners   February 2011 - December 2011
Professional Financial Advisors, Inc.   March 2008 - September 2010
Self-employed  2005 - February 2008
JPJ Company LLC   2002 - 2005
Liz Claiborne  2000 - 2001
Italdecor   1999 - 1999
Calvin Klein  1996 - 1998
Salvatore Ferragamo  1992 - 1995
Olivetti  1985 - 1990

Skills
International Business, Investments, Fixed Annuities, Long-term Care, Strategic Financial..., Mutual Funds, Financial Advisory, Contract Negotiation, International Marketing, Zero Waste, Distribution Strategies, International Business..., Life Insurance, Estate Planning, Fashion, Import Export, Multi-channel Retail, Voice Over, Alternative Energy, Retail, Franchise Agreements, Retirement Planning, International Market..., Strategy Formulation, Banking, Business Development, Mortgage Lending, Business Planning, Management, Finance, Wealth Management, Financial Services, Asset Management, Financial Analysis, Insurance, Financial Planners, Entrepreneurship, Series 63, Series 7, Investment Advisory, Portfolio Management, Strategic Planning, Strategy, Securities, Business development, Sustainable Business, Leadership, Financial Planning, Start-ups

Education
INSEAD   1991 — 1991
Master of Business Administration

Sophia University   1986 — 1989
International Business

Harvard University   1980 — 1984
BA, Economics

Experience
LTC Financial Partners   June 2006 - Present
Genworth Financial  December 1998 - June 2006

Skills
Long-term Care, Long Term Care Insurance, Insurance, Retirement, Employee Benefits, Medicare, Retirement Planning, Financial Planners, Critical Illness, Sales, Small Business, General Insurance, Training, Strategic Financial..., Underwriting, Sales Management, Team Building, Financial Advisory, Strategic Partnerships, Leadership

Education
The University of Texas at Arlington
BA

Experience
Long Term Care Advisors   2011 - Present
Long Term Care Financial Partners  January 2006 - Present
Long Term Care Financial Partners  January 2006 - Present
LTC Financial Partners   2006 - 2011

Skills
Long-term Care, Long Term Care Insurance, Disability Insurance, Term Life Insurance, Employee Benefits, Health Insurance, Retirement, Retirement Planning, Medicare, Brokers, Training, Team Building

Education
Texas Tech University   1983 — 1986

Experience
Acsia Partners  June 2014 - Present
LTC Financial Partners   May 2008 - April 2014
Desiderio Enterprises   April 1981 - May 2008

Skills
Long Term Care Insurance, Health Insurance, Disability Insurance, Long-term Care, Medicare, Retirement Planning, Critical Illness, 401k, Estate Planning, Financial Planners, Whole Life, Strategic Partnerships, Commercial Insurance, Small Business, IRAs, Employee Benefits, Sales Management, Financial Planning

Education
University of Detroit Mercy   1963 — 1968
AB, English Literature

Experience
Long and Foster Real Estate  November 2014 - Present
ABP Insurance Agency   September 2009 - Present
Nelson Realty Group LLC   April 2013 - November 2014
LTC Financial Partners   September 2011 - April 2012
Northwestern Mutual  September 2008 - October 2009
Wachovia  May 2006 - August 2007
Wilmington Trust  April 2000 - May 2006
Wilmington Trust  April 1996 - March 2000
Republic of Singapore Navy  1979 - 1983

Skills
Insurance, Investments, Life Insurance, Fixed Annuities, Portfolio Management, Disability Insurance, Term Life Insurance, Leadership, Long Term Care Insurance, Asset Allocation, Series 6, Management, Finance, Retirement Planning, Wealth Management, Estate Planning, Asset Management, Risk Management, Securities, Retirement, Series 7, Property & Casualty..., Series 63, Sales, Mutual Funds, Wealth, IRAs, 401k, Investment Management, DC, VA, Financial Services, Real Estate, First Time Home Buyers, Residential Homes, Single Family Homes, Townhomes, Condos, Rentals

Education
ABA - Institute of Certified Bankers   2002 — 2004
CTFA, Trust & Investments

Portland State University - School of Business   1986 — 1988
MBA, Finance

Washington State University - College of Business and Economics   1983 — 1986
BA, Hotel Restaurant Management

Anglo Chinese School   1971 — 1976
GCE A Levels

Experience
Children's Helmet Initiative and Legislative Defense Fund   December 2013 - Present
New York Life Insurance Company  November 1976 - March 2014
Long-Term Care Funding of New York   January 2000 - February 2011
LTC Financial Partners   July 2008 - March 2010

Skills
Long-term Care, Long Term Care Insurance, Leadership, Sales, Project Planning, Life Insurance, Health Insurance, Employee Benefits, Strategic Planning, Management, Team Building, New Business Development, Coaching, Service Dog Advocacy, Statutory Bicycle...

Education
New York University   1971 — 1974
Bachelor of Arts (BA), Biology, General

Experience
LTC Financial Partners   May 2011 - Present
Microsoft  March 2008 - May 2011
Microsoft  January 2004 - March 2008
Microsoft  March 2001 - January 2004
Microsoft  January 2001 - January 2004
self employed  January 1994 - January 2004
Microsoft  January 1998 - January 1999
Multiple Zones Int'l   January 1996 - January 1998
Peace Corps  January 1992 - January 1994
Environmental Education Promoter Peace Corps   January 1990 - January 1992

Skills
Databases, Agile Methodologies, ASP.NET, .NET, C#, Visual Studio, Microsoft SQL Server, XML, T-SQL, Software Development, JavaScript, SQL, SSRS, SharePoint, Business Intelligence, SSIS, IIS, jQuery, Visual Basic, CSS, Testing, Silverlight, LINQ, Software Documentation, Quality Assurance, Enterprise Architecture, WCF, TFS, SDLC, Scrum, HTML, Software Project..., Integration, ASP.NET MVC, Web Services, ADO.NET

Education
Huxely College, Western Washington University   1987 — 1990
Bachelor of Science, Environmental Science

Bellevue Community College   1983 — 1987
Associative of Arts, and Science

Experience
LTC Financial Partners   June 2014 - Present
Lana Borbas Insurance and Annuity Services   April 2004 - Present
Lana Borbas Insurance Services   April 2004 - Present

Skills
Life Insurance, Insurance, Fixed Annuities, Retirement, Disability Insurance, Long-term Care, Retirement Planning, IRAs, Term Life Insurance

Education
San Jose State University
BS, Accounting and Business/Management

Willow Glen High

Experience
LTC Financial Partners   February 2008 - Present

Skills
Long-term Care, Insurance, Disability Insurance, Life Insurance, Brokers, Retirement Planning, Employee Benefits, Small Business, Long Term Care Insurance, Fixed Annuities, Healthcare, Term Life Insurance, Critical Illness, Retirement, Financial Planners, Health Insurance

Education
Colorado State University
Business

Experience
LTC Financial Partners  

Skills
Public Speaking, Medicare, Non-profits, Needs Analysis, Coaching, Leadership Development, Insurance, Workshop Facilitation

Education
Nicholls State University   2001 — 2006
ASN, Nursing

Experience
LTC Financial Partners   January 2006 - Present

Education
The Ohio State University
Bachelor's degree, History

Experience
LTC Financial Partners   March 2012 - Present
United Insurance Group Career Agent Division  July 2009 - January 2012
Sterling Life Insurance  September 2007 - June 2009
AON/Combined Insurance   September 1997 - September 2007

Skills
Health Insurance, Life Insurance, Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Brokers, Sales Management, Long-term Care, Medicare, Sales, Account Management, Employee Benefits, Underwriting, Critical Illness, Health Savings Accounts, Whole Life, Financial Planners, Retirement, Long Term Care Insurance, 401k, Accident, Retirement Planning, Umbrella Insurance, IRAs, General Insurance, Commercial Insurance, Property & Casualty..., Marketing Strategy, Financial Planning

Education
College of Charleston
Bachelor of Arts (BA) Degrees, Accounting and Business Administration

Experience
LTC Financial Partners   November 2009 - Present
LCT Financial Partners   November 2009 - Present
Continental Resources  February 2009 - November 2009
Boeing  August 2007 - April 2008
Sprint Nextel  May 2004 - August 2004

Education
TUI University
Masters, Business Administration

University of Missouri-Rolla
Bachelors of Science, Business Management; Business Administration

Experience
ACSIA Partners  July 2014 - Present
LTC Financial Partners   November 2007 - Present
Partner with Long Term Care Financial Partners   November 2007 - Present
Faith Financial Planners   January 2003 - November 2007
Thrivent Financial for Lutherans  January 1995 - December 2002

Skills
Insurance, Long-term Care, Long Term Care Insurance, Retirement, Employee Benefits, Financial Advisory, Brokers, Training, Fixed Annuities, Disability Insurance, Life Insurance, Term Life Insurance, Health Insurance, Critical Illness, Retirement Planning, Financial Planners, Medicare, Whole Life, Asset Management, Estate Planning, IRAs, Portfolio Management, Accident

Education
Sam Houston State University
BBA, Accounting and Psychology

Experience
ACSIA Partners  October 2014 - Present
LTC Financial Partners   June 2010 - Present

Skills
Fixed Annuities, Life Insurance, Long Term Care Insurance, Long-term Care, Term Life Insurance, Retirement, Health Insurance, Medicare

Education
University of Massachusetts, Amherst   1963 — 1967
Bachelor's degree, English Literature (British and Commonwealth)

Experience
C2FO  September 2014 - February 2015
SelectQuote Auto & Home Insurance Services  April 2014 - August 2014
The Federal Savings Bank  May 2013 - April 2014
LTC Financial Partners   August 2011 - April 2013
Madison Liquidity Investors   November 2010 - June 2011
TransFirst Health Services   October 2007 - September 2010
Bank Mortgage Solutions   September 2006 - October 2007
North American Savings Bank  October 2003 - September 2006
Bank of Blue Valley  January 2001 - September 2003

Skills
New Business Development, Mortgage Lending, Customer Relations, Microsoft Office, Insurance, Consultative Selling, Selling, Entrepreneurship, Personal Development, Success Education, Wealth Creation, Cold Calling, B2B, Loan Origination, Refinance, Sales, Customer Retention, Training, Direct Sales, Call Centers, Customer Service, Banking, Loans, Team Building

Education
The University of Kansas   1977 — 1980
B.S., Business Administration

Experience
LTC Financial Partners   September 2007 - Present

Education
Penn State University

Experience
Insight Global  June 2012 - Present
Umpqua Bank  2014 - 2015
Umpqua Bank  2014 - 2015
Umpqua Bank  2014 - 2015
LTC Financial Partners   October 2006 - June 2012
Haas Door, A Nofziger Company  January 2001 - May 2006
APS Medical Billing  June 1998 - December 2000

Skills
Visual C#, VB.NET, JavaScript, T-SQL Stored Procedures, ADO.NET, LINQ, XML, HTML, AJAX, ASP.NET, Microsoft SQL Server, SharePoint, CSS, CRM, Object Oriented...

Education
Bowling Green State University   1998 — 2000
Bachelor of Science (BS), Computer Science

Owens Community College   1996 — 1998
Associate of Arts and Sciences (AAS), Business/Office Automation/Technology/Data Entry

Experience
Eastside Primary Care & Wellness   September 2011 - Present
LTC Financial Partners   2003 - 2006
Benaroya Capital Company   2002 - 2003
Moss Adams LLP  1994 - 2000

Skills
Heavy Calendaring, Executive Level..., High Level Of..., Executive..., Expense Reports, Meeting Scheduling, Calendaring, Executive Support, Travel Arrangements, Calendar Planning, Concur, Dictaphone, Calendars, Diary Management, Handle Confidential..., Confidentiality, Administrative Office..., Chemical Peels, Aesthetics, Treatment, Skin Care, Skin, Laser Hair Removal, Holistic Health, Wellness, Spa, Medicine, Cosmetics, Aromatherapy

Education
Seattle Vocational Institute   2010 — 2011
Medical Assistant, Certified Medical Assistant

Euro Institute of Skin Care   2007 — 2008
Licensed Medical Aesthetician, Medical Aesthetics

Experience
Olympic Brake Supply  2011 - 2014
Kemper Development Co.  June 2010 - July 2011
LTC Financial Partners   June 2008 - December 2009

Education
Central Washington University   2000 — 2004
Bachelor of Science (BS), Accounting and Business/Management

Minneapolis Community and Technical College   2002 — 2002
Associate's degree, Air Traffic Controller