Mutual of Omaha Investor Services
Address: Omaha, NE 68175 Hours: Closed ⋅ Opens 9AM Thursday9AM–7PMFriday9AM–7PMSaturdayClosedSundayClosedMonday9AM–7PMTuesday9AM–7PMWednesday9AM–7PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (402) 351-5770: : : : Place name: Website: : Category: : Website: https://www.mutualofomaha.com/investments Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?
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Mutual of Omaha Investor Services Employees
Mutual of Omaha Investor Services June 2006 - Present
Northwestern Mutual Financial Services September 2001 - June 2006
Education
California State University Fresno 2000 — 2003
Bachelor of Science (B.S.), Business Adminstration, Finance
Fresno City College 1998 — 2000
General Education
Mutual of Omaha Investor Services 2012 - Present
H & R Block 2011 - April 2013
Health Net May 2006 - March 2010
Health Net January 1999 - May 2006
Health Net January 2001 - January 2005
Health Net January 1999 - January 2001
Health Net January 1996 - January 1999
Health Net January 1991 - January 1996
Health Net January 1990 - January 1991
Skills
Insurance, Health Insurance, Disability Insurance, Underwriting, Fixed Annuities, Access, Long-term Care, Microsoft Excel, Life Insurance, Microsoft Word, Analysis, Managed Care, Finance, Licensed Life Insurance..., Word 2007, Access 2007, Excel 2007, Quickbooks, Wordpress
Education
Western Connecticut State University 1995 — 1998
MHA, Health Administration
University of Central Florida 1988 — 1989
B.S., Liberal Arts
Mutual of Omaha Investor Services January 2013 - Present
Mutual of Omaha Investor Services July 2012 - Present
Mutual of Omaha July 2011 - Present
Upper Nazareth Township October 2003 - Present
Northampton County Republican Committee January 2009 - Present
Le Tip Northampton County September 2011 - December 2013
Skills
Insurance, Disability Insurance, Estate Planning, Retirement Planning, 401k, Personal Financial..., Mutual Funds, Traditional IRA, 401k Rollovers, Long Term Care, Employee Benefits, Annuities, Roth IRA, Self Directed IRA, Group Benefit Plans, College Education..., Buy-sell Agreements, Fixed Annuities, Long-term Care
Education
Easton High School
Lehigh University
Computer Engineering
Mutual of Omaha Investor Services April 2015 - Present
Mutual of Omaha Investor Services September 2008 - Present
LakeShore Savings Bank June 2007 - June 2010
Skills
Insurance, Universal Life, Term Life Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Life Insurance, Retirement Planning, Critical Illness, Medicare, Retirement
Education
University at Buffalo 2004 — 2008
Bachelor, Accounting
College for Financial Planning
Chartered Mutual Fund Counselor
Javlin Capital September 2013 - Present
McCarthy Capital Corporation February 2009 - August 2013
Mutual of Omaha Investor Services 2005 - 2007
Mutual of Omaha 1996 - 2005
Skills
Financial Analysis
Education
Creighton University 1988 — 1990
Psychology
University of Nebraska at Omaha
BS, Exercise Physiology
Mutual of Omaha Investor Services February 2010 - Present
Education
Pace University - Lubin School of Business
Mutual of Omaha Investor Services September 2009 - Present
Mutual of Omaha February 2007 - Present
Fisher Auto Parts October 1990 - September 2006
Boswell Service Center May 1978 - September 1990
Skills
Retirement Planning, Roth IRA, Employee Benefits, Business Planning, Family Business, Public Speaking, Fixed Annuities, Life Insurance, Income Protection, Community Organizing, Retirement, Strategic Financial..., Term Life Insurance, Retirement Plan..., Retirement Income..., Annuities, Financial Advisory, Financial Analysis, Buy-sell Agreements, Charitable Gift Planning, Disability Insurance, Critical Illness, IRAs, Universal Life, 401k Rollovers, 401k, Long-term Care, Financial Planners, Long Term Care Insurance, Whole Life, Permanent Life Insurance, Wealth Accumulation, Retirement Savings, Variable Annuities, Wealth Accumulation...
Education
Indiana University of Pennsylvania 1973 — 1975
North Star High School 1967 — 1973
Golden Wealth Solutions, Inc May 1987 - Present
Mutual of Omaha Investor Services May 1987 - Present
Education
Metropolitan State University of Denver
TD Bank June 2013 - Present
Mutual of Omaha Investor Services May 2010 - June 2013
TD Bank September 2005 - May 2010
Skills
Insurance, Life Insurance, Business Development, Disability Insurance, Financial Services, Retirement Planning, Fixed Annuities, Term Life Insurance, IRAs, Retirement, 401k, Strategic Financial..., Whole Life, Estate Planning, Universal Life, Wealth Management, Wealth, Roth IRA, Mortgage Lending, Wealth Accumulation, Investments, Long-term Care, Finance, Mutual Funds, 401k Rollovers, General Insurance, Sales, Banking, Loans, Permanent Life Insurance, Medicare, Series 6, Licensed Life, Series 63, Key Person Insurance, Customer Service, Buy-sell Agreements, Account Management, Leadership, Asset Allocation
Education
Stockton University 2000 — 2004
B.A., Criminal Justice
BOK Financial March 2012 - Present
First National Bank of Omaha March 2008 - February 2012
Omaha Jaycees January 2009 - December 2009
Omaha Jaycees January 2008 - December 2008
Mutual of Omaha Investor Services December 2001 - March 2008
Omaha Jaycees January 2007 - December 2007
Omaha Jaycees January 2006 - December 2006
Pioneer Investments May 2000 - November 2001
Skills
SQL, Report Writing, Management Consulting, Performance Consulting, Data Analysis, Microsoft Office, SQL Server, Budgets, Leadership, Management, Microsoft SQL Server, Positive Can-do Attitude
Education
Concordia University, Nebraska 1996 — 2000
Bachelor of Science, Business Administration, Minor in Mathematics
University of Nebraska at Omaha
MBA
Mutual of Omaha Investor Services September 2013 - Present
Sorin Group USA August 2011 - April 2013
Sorin Group USA, Inc. October 2007 - August 2011
Arbonne International 2004 - 2007
VIASYS Healthcare January 2000 - September 2004
The University of Colorado Health Sciences Center January 1992 - January 2000
Skills
Marketing Strategy, Marketing Communications, Positive Team Player, Positive Personality, Highly detail oriented, Organized Multi-tasker, Team-oriented, Dependable Team Player, Process Focused, Medical Devices, Operating Room, Software Documentation, Training, Customer Service, Customer Satisfaction, Sales Management, CRM, Marketing, Sales, Time Management, Sales Operations, Negotiation, Event Management, Product Launch, Cross-functional Team..., Market Development, Pricing, Capital Equipment, Product Marketing, Operations Management, Networking, Event Planning, Team Building, Teamwork
Education
Red Rocks Community College 1990 — 1991
Mutual of Omaha Investor Services November 2012 - Present
RBC Wealth Management March 2009 - October 2012
JB Hanauer December 1999 - October 2009
Regional Brokers Inc September 1996 - December 1999
Citi 1992 - 1996
Skills
Strategic Financial..., Fixed Income, Insurance, Wealth Management..., Life Insurance, Investment Advisory, Retirement Planning, Retirement
Education
University of Notre Dame 1988 — 1991
Cranbrook Kingswood 1988 — 1988
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Utilities January 2013 - Present
TD Ameritrade October 2011 - 2012
Transgenomic, Inc. July 2007 - September 2011
Innowave 1996 - 2007
Mutual of Omaha Investor Services January 1991 - May 1996
HDR 1987 - 1991
Skills
Human Resources, Employee Benefits, Employee Relations, Benefits Administration, Talent Acquisition, College Recruiting, Applicant Tracking..., Deferred Compensation, Talent Management, HRIS, Succession Planning, Personnel Management, Workforce Planning, Onboarding, PeopleSoft, FMLA
Education
University of Nebraska at Omaha
Bachelor
Catalyst Mutual Funds September 2013 - Present
Infinity Capital Partners August 2013 - July 2014
Mutual of Omaha Investor Services June 2009 - July 2013
Phoenix Investment Partners January 2008 - July 2010
Transamerica 2006 - 2008
Allianz Global Investors (PIMCO & Allianz Funds) 1995 - 2000
PIMCO Advisors Distributors LLC 1995 - 2000
Skills
Financial Advisory, Alternative Investments, Separately Managed..., Mutual Funds, Asset Allocation, Series 7, Series 63, Hedge Funds, Retirement Planning, Account Management, Sales, Investment Strategies, ETFs, Venture Capital, Private Equity, Wealth Management
Education
University of Massachusetts, Amherst 1987 — 1991
BA, Economics
Mutual of Omaha Investor Services May 2013 - Present
Mutual of Omaha Investor Services June 2011 - May 2013
Legent Clearing March 2008 - June 2011
Skills
Investments, Wealth Management, Operations Management, Electronic Trading, Series 7, Series 63, Series 24, Series 4, Series 53, Series 9/10, Trading, Equities, Mutual Funds, Options Strategies, Security Operations, Securities, FINRA
Education
University of Nebraska-Lincoln 1992 — 1997
Bachelor of Science (B.S.), Finance
Mutual of Omaha Investor Services April 2013 - Present
Securities America, Inc. Member FINRA/SIPC February 2008 - March 2013
Skills
Series 7, Series 24, Series 63, Series 65
Education
Bellevue University
Mutual of Omaha Investor Services September 2015 - Present
Mutual of Omaha September 2014 - Present
Skills
Life Insurance, Health Insurance, Underwriting, Property & Casualty..., Term Life Insurance, Insurance, Customer Service, Disability Insurance, Retirement Planning, Saving for Education, Investments
Education
The University of Kansas 2004 — 2009
Bachelor of Science, Accounting (B.S.), Finance (B.S.)