National Association of Insurance and Financial Advisors
Description
Address: 15 S Rose St, Lodi, CA 95240 Phone: (209) 339-4651: : : : : Place name: Hours: Category: Website: : Website: http://naifacentralvalley.org/ Category: Association or organization 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?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of National Association of Insurance and Financial Advisors Posting publicly on the Web Write a review Reviews Be the first to review
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National Association of Insurance and Financial Advisors Employees
Employee
Years
Job
Industry
Peter Freska, MPH, CEBS Peter Freska, MPH, CEBS's National Association of Insurance and Financial Advisors Experience 2009 - Present
Job Advisory Board at Orange County EMT
Industry Insurance
Experience
Orange County EMT January 2012 - Present
National Association of Insurance and Financial Advisors 2009 - Present
The LBL Group August 2004 - Present
United Benefit Advisors (UBA) 2004 - Present
Skills
Strategic Planning, Communications, Wellness Consulting, Voluntary Employee..., Worksite Benefits, Employee Benefits, Benefits Design, Benefits Analysis, HRIS, Online Enrollment, CEBS, Million Dollar Round..., Healthcare Industry, Manufacturing Industry, Strategic Human..., Population Health..., Strategic Employee..., Long Term Care Planning, Retirement Planning, Life Insurance Planning, Executive Compensation..., Benefits Administration, Benefits Negotiation, Benefits Management, Compensation & Benefits..., Manufacturing, Life Insurance, Long-term Care, Round, Wellness, Management, Strategy, Insurance, Negotiation, Leadership, Health Insurance, Health Savings Accounts, Disability Insurance, Brokers, Underwriting, FMLA, COBRA, Healthcare, 401k, Employee Engagement, Open Enrollment, Flexible Spending..., Cafeteria Plans, Health Care Reform, Executive Pay
Education
University of California, Los Angeles 2012 — 2014
Master of Public Health (MPH), Health/Health Care Administration/Management and Policy
University of Pennsylvania - The Wharton School 2010 — 2011
Certified Employee Beneftis Specialist, CEBS, Benefits
California State University-Long Beach 1989 — 1993
Bachelor of Science, Business Administration: Marketing
California State University-Long Beach - College of Business Administration 1989 — 1993
Bachelor of Science, Business Administration: Marketing
Edison High School 1985 — 1989
High School Diploma, Business and Computer Education
Orange County EMT January 2012 - Present
National Association of Insurance and Financial Advisors 2009 - Present
The LBL Group August 2004 - Present
United Benefit Advisors (UBA) 2004 - Present
Skills
Strategic Planning, Communications, Wellness Consulting, Voluntary Employee..., Worksite Benefits, Employee Benefits, Benefits Design, Benefits Analysis, HRIS, Online Enrollment, CEBS, Million Dollar Round..., Healthcare Industry, Manufacturing Industry, Strategic Human..., Population Health..., Strategic Employee..., Long Term Care Planning, Retirement Planning, Life Insurance Planning, Executive Compensation..., Benefits Administration, Benefits Negotiation, Benefits Management, Compensation & Benefits..., Manufacturing, Life Insurance, Long-term Care, Round, Wellness, Management, Strategy, Insurance, Negotiation, Leadership, Health Insurance, Health Savings Accounts, Disability Insurance, Brokers, Underwriting, FMLA, COBRA, Healthcare, 401k, Employee Engagement, Open Enrollment, Flexible Spending..., Cafeteria Plans, Health Care Reform, Executive Pay
Education
University of California, Los Angeles 2012 — 2014
Master of Public Health (MPH), Health/Health Care Administration/Management and Policy
University of Pennsylvania - The Wharton School 2010 — 2011
Certified Employee Beneftis Specialist, CEBS, Benefits
California State University-Long Beach 1989 — 1993
Bachelor of Science, Business Administration: Marketing
California State University-Long Beach - College of Business Administration 1989 — 1993
Bachelor of Science, Business Administration: Marketing
Edison High School 1985 — 1989
High School Diploma, Business and Computer Education
Roger Sill LUTCF, FSCP Roger Sill LUTCF, FSCP's National Association of Insurance and Financial Advisors Experience July 2005 - June 2012
Job Agency Owner at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance April 2013 - Present
Indiana Farm Bureau Insurance 1991 - March 2013
National Association of Insurance and Financial Advisors July 2005 - June 2012
Skills
Fixed Annuities, Retirement, Life Insurance, Property & Casualty..., Term Life Insurance, Commercial Insurance, Health Insurance, Disability Insurance, Retirement Planning, Estate Planning, IRAs, Whole Life, Risk Management, Liability, Workers Compensation, Casualty Insurance
Education
IUPUI 2010 — 2014
Leadership in Life Institute - NAIFA 2008 — 2008
The American College
LUTCF
Farmers Insurance April 2013 - Present
Indiana Farm Bureau Insurance 1991 - March 2013
National Association of Insurance and Financial Advisors July 2005 - June 2012
Skills
Fixed Annuities, Retirement, Life Insurance, Property & Casualty..., Term Life Insurance, Commercial Insurance, Health Insurance, Disability Insurance, Retirement Planning, Estate Planning, IRAs, Whole Life, Risk Management, Liability, Workers Compensation, Casualty Insurance
Education
IUPUI 2010 — 2014
Leadership in Life Institute - NAIFA 2008 — 2008
The American College
LUTCF
Jennifer Lifsey Jennifer Lifsey's National Association of Insurance and Financial Advisors Experience March 1987 - May 1997
Job Owner, Paw Keepers Pet Sitting Service
Industry Individual & Family Services
Experience
Paw Keepers Pet Sitting Service September 2003 - Present
PricewaterhouseCoopers June 1997 - July 2003
National Association of Insurance and Financial Advisors March 1987 - May 1997
Skills
Public Speaking, Microsoft Office, Program Management, Management, Government, Research, Event Planning, Customer Service, Nonprofits, PowerPoint, Professional Services, Animal CPR
Education
Trinity University-Washington 1989 — 1994
Public Administration (B.A.)
Paw Keepers Pet Sitting Service September 2003 - Present
PricewaterhouseCoopers June 1997 - July 2003
National Association of Insurance and Financial Advisors March 1987 - May 1997
Skills
Public Speaking, Microsoft Office, Program Management, Management, Government, Research, Event Planning, Customer Service, Nonprofits, PowerPoint, Professional Services, Animal CPR
Education
Trinity University-Washington 1989 — 1994
Public Administration (B.A.)
Haley Moyers Haley Moyers's National Association of Insurance and Financial Advisors Experience March 2013 - Present
Job Manager of Education and Conference Programs
Industry Events Services
Experience
Associated Builders and Contractors December 2013 - Present
National Association of Insurance and Financial Advisors March 2013 - Present
Skills
Training, Budgets, Microsoft Office, Customer Service, Event Planning, Management, Social Media, Leadership, Microsoft Excel, PowerPoint, Event Management, Public Speaking, Social Media Marketing, Social Networking
Education
George Mason University 2010 — 2013
Bachelor of Science (BS), Tourism and Events Management
Associated Builders and Contractors December 2013 - Present
National Association of Insurance and Financial Advisors March 2013 - Present
Skills
Training, Budgets, Microsoft Office, Customer Service, Event Planning, Management, Social Media, Leadership, Microsoft Excel, PowerPoint, Event Management, Public Speaking, Social Media Marketing, Social Networking
Education
George Mason University 2010 — 2013
Bachelor of Science (BS), Tourism and Events Management
Jill Judd, LUTCF, FSS Jill Judd, LUTCF, FSS's National Association of Insurance and Financial Advisors Experience 2007 - Present
Job Agent/Owner State Farm Insurance
Industry Insurance
Experience
National Association of Insurance and Financial Advisors 2007 - Present
State Farm Insurance September 2001 - Present
NAIFA 2013 - 2014
Ironman Coaching 2009 - 2010
NAIFA - Monterey Bay July 2005 - June 2006
Design Line Graphics 1983 - 1996
Skills
Disability Insurance, Life Insurance, Wealth Accumulation, Retirement, Leadership, Management, Strategic Planning, Long-term Care, Insurance, Strategic Financial..., Small Business, Retirement Planning, Fixed Annuities, Employee Benefits, Long Term Care Insurance, Term Life Insurance, Property & Casualty..., Health Insurance, Customer Service, Estate Planning
Education
Bryn Mawr College 2002 — 2010
LUTCF, FSS, Insurance, Estate Planning, Financial
University of California, Santa Cruz 1997 — 1999
Art History & Studio Art, Language, Painting, European Art
Cabrillo College 1992 — 1997
Art, Art History, French
National Association of Insurance and Financial Advisors 2007 - Present
State Farm Insurance September 2001 - Present
NAIFA 2013 - 2014
Ironman Coaching 2009 - 2010
NAIFA - Monterey Bay July 2005 - June 2006
Design Line Graphics 1983 - 1996
Skills
Disability Insurance, Life Insurance, Wealth Accumulation, Retirement, Leadership, Management, Strategic Planning, Long-term Care, Insurance, Strategic Financial..., Small Business, Retirement Planning, Fixed Annuities, Employee Benefits, Long Term Care Insurance, Term Life Insurance, Property & Casualty..., Health Insurance, Customer Service, Estate Planning
Education
Bryn Mawr College 2002 — 2010
LUTCF, FSS, Insurance, Estate Planning, Financial
University of California, Santa Cruz 1997 — 1999
Art History & Studio Art, Language, Painting, European Art
Cabrillo College 1992 — 1997
Art, Art History, French
William Parker, CLTC, LUTCF William Parker, CLTC, LUTCF's National Association of Insurance and Financial Advisors Experience July 2013 - December 2013
Job Financial Representative
Industry Financial Services
Experience
Lucidity Wealth Strategies March 2012 - September 2015
National Association of Insurance and Financial Advisors July 2013 - December 2013
National Association of Insurance and Financial Advisors July 2011 - June 2013
New York Life 2006 - 2012
Huguenot Energy 2005 - 2007
Skills
Financial Services, Strategic Leadership, Marine Operations, 401k, Import/Export Operations, Customer Experience, Business Process..., Asset Allocation, Risk Management, Mutual Funds, Fixed Annuities, Human Resources, Insurance, Investments, Disability Insurance, Estate Planning, Retirement, Life Insurance, Term Life Insurance, Charitable Gift Planning, IRAs, College Savings Plans, Buy-sell Agreements, Small Business, Long-term Care, Health Insurance, Whole Life, Trusts, Long Term Care Insurance, Universal Life, Series 6, Variable Annuities, Series 63, Heavy Equipment, Microsoft Office, Anti Money Laundering, Property & Casualty...
Education
Charleston Southern University 1996 — 2000
BS, Psychology
Summerville High School 1994 — 1995
Primary, Teenage Adolescense
Bishop England High School 1991 — 1993
Lucidity Wealth Strategies March 2012 - September 2015
National Association of Insurance and Financial Advisors July 2013 - December 2013
National Association of Insurance and Financial Advisors July 2011 - June 2013
New York Life 2006 - 2012
Huguenot Energy 2005 - 2007
Skills
Financial Services, Strategic Leadership, Marine Operations, 401k, Import/Export Operations, Customer Experience, Business Process..., Asset Allocation, Risk Management, Mutual Funds, Fixed Annuities, Human Resources, Insurance, Investments, Disability Insurance, Estate Planning, Retirement, Life Insurance, Term Life Insurance, Charitable Gift Planning, IRAs, College Savings Plans, Buy-sell Agreements, Small Business, Long-term Care, Health Insurance, Whole Life, Trusts, Long Term Care Insurance, Universal Life, Series 6, Variable Annuities, Series 63, Heavy Equipment, Microsoft Office, Anti Money Laundering, Property & Casualty...
Education
Charleston Southern University 1996 — 2000
BS, Psychology
Summerville High School 1994 — 1995
Primary, Teenage Adolescense
Bishop England High School 1991 — 1993
Kevin Wieting's National Association of Insurance and Financial Advisors Experience 1986 - 1994
Job Sr. Analyst Risk Analysis at Macy's
Industry Information Technology and Services
Experience
Macy's August 2015 - Present
SecureWorks January 2012 - August 2015
Carter's OshKosh B'gosh June 2004 - January 2012
Emory Healthcare February 1996 - June 2004
National Association of Insurance and Financial Advisors 1986 - 1994
Skills
Security, Vulnerability Assessment, Penetration Testing, Information Security, PCI DSS, GLBA, FFIEC, ISO 27001, Technical Writing, Vulnerability Management, Intrusion Detection, Networking, Network Security, Active Directory, Project Management, VPN, Virtualization, Information Technology, Disaster Recovery, Data Center, Computer Security, Switches, IT Security Policies, SDLC, Change Management, IT Security Best..., Vendor Management, Firewalls, CISSP, Security Audits, Information Security..., Software Documentation, Security Policy, Encryption, IDS, Application Security, Payment Industry, Data Security, Security Architecture..., IT Audit, Vulnerability Scanning, Business Continuity, Web Application Security, Computer Forensics, IPS, Identity Management, Wireless Security, Leadership
Education
University of Maryland University College 1987 — 1994
BS, Computer Science
Macy's August 2015 - Present
SecureWorks January 2012 - August 2015
Carter's OshKosh B'gosh June 2004 - January 2012
Emory Healthcare February 1996 - June 2004
National Association of Insurance and Financial Advisors 1986 - 1994
Skills
Security, Vulnerability Assessment, Penetration Testing, Information Security, PCI DSS, GLBA, FFIEC, ISO 27001, Technical Writing, Vulnerability Management, Intrusion Detection, Networking, Network Security, Active Directory, Project Management, VPN, Virtualization, Information Technology, Disaster Recovery, Data Center, Computer Security, Switches, IT Security Policies, SDLC, Change Management, IT Security Best..., Vendor Management, Firewalls, CISSP, Security Audits, Information Security..., Software Documentation, Security Policy, Encryption, IDS, Application Security, Payment Industry, Data Security, Security Architecture..., IT Audit, Vulnerability Scanning, Business Continuity, Web Application Security, Computer Forensics, IPS, Identity Management, Wireless Security, Leadership
Education
University of Maryland University College 1987 — 1994
BS, Computer Science
Autumn Richardson Autumn Richardson's National Association of Insurance and Financial Advisors Experience 2005 - 2008
Job User Experience Consultant at Aquilent
Industry Information Technology and Services
Experience
Aquilent October 2012 - Present
Ace Info Solutions, Inc. September 2012 - October 2012
NTT Data Corporation February 2010 - August 2012
Dell Services March 2008 - February 2010
National Association of Insurance and Financial Advisors 2005 - 2008
Skills
Graphic Design, Web Design, Logo Design, Brochures, Graphics, User Interface, Posters, Newsletters, Dreamweaver, Illustrator, InDesign, Photoshop, Adobe Acrobat, HTML, Adobe Creative Suite, CSS, Mac, Art Direction, Flash, User Interface Design, Corporate Identity, Illustration, Layout, Typography, Creative Direction, XHTML, Front-end Development, User-centered Design, Wordpress, PowerPoint, CMS, Fireworks, Flyers, Logos, Flash Animation, HTML + CSS, Information Design, Banners, Visual Communication, Vector Illustration, Print Production, Business Cards, Wire Framing, Pre-press, Web Standards, Retouching, Email Design, Storyboarding, Mockups, WordPress
Education
Virginia Polytechnic Institute and State University 1993 — 1997
B.A., Art with concentrations in Graphic Design, Drawing
Georgetown University 2008 — 2009
Certificate, Web Design and Development
High School
Aquilent October 2012 - Present
Ace Info Solutions, Inc. September 2012 - October 2012
NTT Data Corporation February 2010 - August 2012
Dell Services March 2008 - February 2010
National Association of Insurance and Financial Advisors 2005 - 2008
Skills
Graphic Design, Web Design, Logo Design, Brochures, Graphics, User Interface, Posters, Newsletters, Dreamweaver, Illustrator, InDesign, Photoshop, Adobe Acrobat, HTML, Adobe Creative Suite, CSS, Mac, Art Direction, Flash, User Interface Design, Corporate Identity, Illustration, Layout, Typography, Creative Direction, XHTML, Front-end Development, User-centered Design, Wordpress, PowerPoint, CMS, Fireworks, Flyers, Logos, Flash Animation, HTML + CSS, Information Design, Banners, Visual Communication, Vector Illustration, Print Production, Business Cards, Wire Framing, Pre-press, Web Standards, Retouching, Email Design, Storyboarding, Mockups, WordPress
Education
Virginia Polytechnic Institute and State University 1993 — 1997
B.A., Art with concentrations in Graphic Design, Drawing
Georgetown University 2008 — 2009
Certificate, Web Design and Development
High School
Jan Hartman Jan Hartman's National Association of Insurance and Financial Advisors Experience May 2007 - Present
Job Executive VP at NAIFAPA
Industry Insurance
Experience
National Association of Insurance and Financial Advisors May 2007 - Present
PA Credit Union Association 2000 - 2006
PA House of Representatives 1989 - 1996
Pennsylvania Office of the Budget 1987 - 1989
Pennsylvania Office of Administration 1986 - 1987
US Office of Personnel Management 1983 - 1985
Skills
Admitted to practice..., Strategic Planning, Policy, Legislative Relations, Program Management, Leadership, Budgets, Association Management, Insurance, Legal, Admitted to Practice, Health Insurance, Fundraising, Grassroots Organizing, Management, Estate Planning, Training, Coalitions, Nonprofits, Workers Compensation, Public Speaking, Governmental Affairs, Legislation, Legal Writing, Public Policy, Legislative Affairs, State Government, Legislative Research, Political Campaigns, Public Affairs, Political Consulting, Health Policy, Message Development, Economic Development, Politics, Policy Analysis, Speech Writing, Political Communication, Strategic Communications, Federal Government, Litigation Management, Political Science, Insurance Law, Crisis Communications, Administrative Law, Grassroots
Education
University of Baltimore School of Law 1996 — 1999
JD, Law
Pennsylvania State University-University Park 1985 — 1986
MPA, Public Administration
American University 1981 — 1983
BA, Political Science
National Association of Insurance and Financial Advisors May 2007 - Present
PA Credit Union Association 2000 - 2006
PA House of Representatives 1989 - 1996
Pennsylvania Office of the Budget 1987 - 1989
Pennsylvania Office of Administration 1986 - 1987
US Office of Personnel Management 1983 - 1985
Skills
Admitted to practice..., Strategic Planning, Policy, Legislative Relations, Program Management, Leadership, Budgets, Association Management, Insurance, Legal, Admitted to Practice, Health Insurance, Fundraising, Grassroots Organizing, Management, Estate Planning, Training, Coalitions, Nonprofits, Workers Compensation, Public Speaking, Governmental Affairs, Legislation, Legal Writing, Public Policy, Legislative Affairs, State Government, Legislative Research, Political Campaigns, Public Affairs, Political Consulting, Health Policy, Message Development, Economic Development, Politics, Policy Analysis, Speech Writing, Political Communication, Strategic Communications, Federal Government, Litigation Management, Political Science, Insurance Law, Crisis Communications, Administrative Law, Grassroots
Education
University of Baltimore School of Law 1996 — 1999
JD, Law
Pennsylvania State University-University Park 1985 — 1986
MPA, Public Administration
American University 1981 — 1983
BA, Political Science
Kyle Lindner's National Association of Insurance and Financial Advisors Experience June 2014 - Present
Job President at National Association of Insurance and Financial Advisors
Industry Insurance
Experience
National Association of Insurance and Financial Advisors June 2014 - Present
State Farm Insurance February 2003 - Present
State Farm Insurance January 2001 - March 2003
Skills
Risk Management, Property & Casualty..., Liability, Strategic Financial..., Finance, Life Insurance, Insurance, Retirement Planning, Commercial Insurance, Disability Insurance, Term Life Insurance, Fixed Annuities, Health Insurance, Homeowners, Whole Life
Education
Missouri State University
National Association of Insurance and Financial Advisors June 2014 - Present
State Farm Insurance February 2003 - Present
State Farm Insurance January 2001 - March 2003
Skills
Risk Management, Property & Casualty..., Liability, Strategic Financial..., Finance, Life Insurance, Insurance, Retirement Planning, Commercial Insurance, Disability Insurance, Term Life Insurance, Fixed Annuities, Health Insurance, Homeowners, Whole Life
Education
Missouri State University
Naida Caton Naida Caton's National Association of Insurance and Financial Advisors Experience March 2012 - September 2012
Job Senior Meetings Planner at National Contract Management Association
Industry Hospitality
Experience
NCMA June 2014 - Present
American Society of Civil Engineers September 2012 - June 2014
National Association of Insurance and Financial Advisors March 2012 - September 2012
Emergent 360 August 2011 - March 2012
Celebrate Fairfax February 2011 - June 2011
Skills
Microsoft Excel, Microsoft Word, Adobe, Customer Service, PowerPoint, Non-profits, Event Management, Eloqua, Public Speaking, Marketing, Meeting Planning, Budgets
Education
George Mason University 2008 — 2012
Bachelor's degree, Tourism and Events Management
NCMA June 2014 - Present
American Society of Civil Engineers September 2012 - June 2014
National Association of Insurance and Financial Advisors March 2012 - September 2012
Emergent 360 August 2011 - March 2012
Celebrate Fairfax February 2011 - June 2011
Skills
Microsoft Excel, Microsoft Word, Adobe, Customer Service, PowerPoint, Non-profits, Event Management, Eloqua, Public Speaking, Marketing, Meeting Planning, Budgets
Education
George Mason University 2008 — 2012
Bachelor's degree, Tourism and Events Management
Ramona Diane Jackson Ramona Diane Jackson's National Association of Insurance and Financial Advisors Experience September 2003 - April 2006
Job Senior Director, Membership and Marketing, Society for Public Health Education
Industry Hospital & Health Care
Experience
Society for Public Health Education (SOPHE) March 2014 - Present
Susan G. Komen October 2011 - August 2013
Washington Cancer Institute December 2009 - September 2011
American Chemical Society April 2006 - August 2011
National Association of Insurance and Financial Advisors September 2003 - April 2006
Skills
Strategy, Marketing, Analysis, Public Health, Nonprofits, Marketing Strategy, Strategic Communications, Leadership, Training, Program Management, Program Evaluation, Health Education, Program Development, Non-profits, Policy, Management, Community Outreach, Healthcare, Public Speaking, Project Management, Process Improvement, Grant Writing, Recruiting, Budgets
Education
Walden University 2008 — 2010
Master of Public Health, Public Health
Howard University 1986 — 1993
Bachelor of Business Administration, Marketing, International Business
Society for Public Health Education (SOPHE) March 2014 - Present
Susan G. Komen October 2011 - August 2013
Washington Cancer Institute December 2009 - September 2011
American Chemical Society April 2006 - August 2011
National Association of Insurance and Financial Advisors September 2003 - April 2006
Skills
Strategy, Marketing, Analysis, Public Health, Nonprofits, Marketing Strategy, Strategic Communications, Leadership, Training, Program Management, Program Evaluation, Health Education, Program Development, Non-profits, Policy, Management, Community Outreach, Healthcare, Public Speaking, Project Management, Process Improvement, Grant Writing, Recruiting, Budgets
Education
Walden University 2008 — 2010
Master of Public Health, Public Health
Howard University 1986 — 1993
Bachelor of Business Administration, Marketing, International Business
Jennifer Cassidy Jennifer Cassidy's National Association of Insurance and Financial Advisors Experience September 2006 - Present
Job Director of Finance at National Association of Insurance and Financial Advisors
Industry Nonprofit Organization Management
Experience
National Association of Insurance and Financial Advisors September 2006 - Present
SSi Consulting August 2005 - September 2006
International Life Sciences Institute February 2003 - August 2005
Skills
CPA, Microsoft Great Plains..., Microsoft Excel, Planning Budgeting &..., Cash Flow, Cash Management, Financial Reporting
Education
University of Missouri-Columbia 1989 — 1993
Accounting
National Association of Insurance and Financial Advisors September 2006 - Present
SSi Consulting August 2005 - September 2006
International Life Sciences Institute February 2003 - August 2005
Skills
CPA, Microsoft Great Plains..., Microsoft Excel, Planning Budgeting &..., Cash Flow, Cash Management, Financial Reporting
Education
University of Missouri-Columbia 1989 — 1993
Accounting
Mary Russell Baucom Mary Russell Baucom's National Association of Insurance and Financial Advisors Experience February 2000 - October 2002
Job Assistant to the President at Colorado Springs Fine Arts Center
Industry Nonprofit Organization Management
Experience
Colorado Springs Fine Arts Center October 2014 - Present
MLBPAA June 2008 - October 2014
National Association of Insurance and Financial Advisors February 2000 - October 2002
Riggs Bank May 1997 - February 2000
Skills
Fundraising, Event Planning, Non-profits, Customer Service, Budgets, Strategic Planning, Management, Public Speaking, Public Relations, Event Management
Education
Spring Hill College 1987 — 1991
BA, Art/Business
Colorado Springs Fine Arts Center October 2014 - Present
MLBPAA June 2008 - October 2014
National Association of Insurance and Financial Advisors February 2000 - October 2002
Riggs Bank May 1997 - February 2000
Skills
Fundraising, Event Planning, Non-profits, Customer Service, Budgets, Strategic Planning, Management, Public Speaking, Public Relations, Event Management
Education
Spring Hill College 1987 — 1991
BA, Art/Business
Gregg E Graening LUTCF RTRP Gregg E Graening LUTCF RTRP's National Association of Insurance and Financial Advisors Experience 1981 - 1982
Job Founder & President of GSFS, Inc. CoFounder & COO of Conquer The Code, LLC
Industry Financial Services
Experience
Conquer The Code, LLC May 2013 - Present
GSFS, Inc. February 1989 - Present
National Association of Tax Professionals October 2010 - Present
National Association of Insurance and Financial Advisors 1981 - 1982
Skills
Employee Benefits, Public Speaking, Insurance, Tax, Tax Preparation, Tax Law, IRS, Income Tax, Due Diligence, Financial Planners, Tax Returns, Small Business, Payroll, Estate Planning, Financial Services, Clergy Tax Specialist, Author, Social Security..., Certified CPE Instructor, International Tax..., Publisher, Consultant to..., Public Insurance, Parliamentary Procedure, Stewardship Consultant..., Nonprofits, Strategic Financial..., Leadership, Retirement Planning, Training, Tax Advisory, LLC, Estate Tax Planning, High Net Worth..., Preparation, Corporate Tax, Retirement, CPA, QuickBooks, 401k, Tax Accounting
Education
The American College 1981 — 2019
CFP, Financial Planning and Services, 33% Finished
Asbury College 1976 — 1980
Bachelor of Arts (BA)
Newberry College 1975 — 1976
Conquer The Code, LLC May 2013 - Present
GSFS, Inc. February 1989 - Present
National Association of Tax Professionals October 2010 - Present
National Association of Insurance and Financial Advisors 1981 - 1982
Skills
Employee Benefits, Public Speaking, Insurance, Tax, Tax Preparation, Tax Law, IRS, Income Tax, Due Diligence, Financial Planners, Tax Returns, Small Business, Payroll, Estate Planning, Financial Services, Clergy Tax Specialist, Author, Social Security..., Certified CPE Instructor, International Tax..., Publisher, Consultant to..., Public Insurance, Parliamentary Procedure, Stewardship Consultant..., Nonprofits, Strategic Financial..., Leadership, Retirement Planning, Training, Tax Advisory, LLC, Estate Tax Planning, High Net Worth..., Preparation, Corporate Tax, Retirement, CPA, QuickBooks, 401k, Tax Accounting
Education
The American College 1981 — 2019
CFP, Financial Planning and Services, 33% Finished
Asbury College 1976 — 1980
Bachelor of Arts (BA)
Newberry College 1975 — 1976
Brandon G. Sanders Brandon G. Sanders's National Association of Insurance and Financial Advisors Experience June 2009 - September 2013
Job Executive Director at The Rally Point Program, NFP
Industry Program Development
Experience
Wounded Warrior Project April 2013 - Present
The Rally Point Program, NFP January 2012 - Present
National Association of Insurance and Financial Advisors June 2009 - September 2013
VALIC Financial Advisors, Inc. September 2010 - January 2012
COUNTRY Financial June 2009 - July 2010
The American Legion June 2008 - July 2010
Westside Ministers Coalition 2010 - 2010
NUL/CUL 2005 - 2010
MassMutual Financial Group June 2007 - June 2009
Ameriprise Financial Services, Inc. April 2005 - June 2007
Skills
Recruiting, Insurance, Wealth Management, Grant Writing, Program Development, Community Outreach, Event Planning, Disability Insurance, Risk Management, Retirement, Project Management, Sales, Strategic Planning, Management, Financial Planners, Life Insurance, Investments, Program Management, Nonprofits, Social Networking, Commercial Insurance, Team Building, Account Management, Public Speaking, Financial Risk, Leadership, Retirement Planning, Leadership Development, Long-term Care, Finance, Small Business, Customer Service, Strategic Financial..., Budgets, Fixed Annuities
Education
Governors State University 2013 — 2016
Master of Social Work (MSW), Holistic Treatment and Behavioral Health, 3.8
Governors State University 2011 — 2013
Bachelor of Arts (BA), Interdisciplinary Studies Social Work Addiction Studies, 3.9
Southern Illinois University, Carbondale 1990 — 1993
B&A Human Resources Management
Wounded Warrior Project April 2013 - Present
The Rally Point Program, NFP January 2012 - Present
National Association of Insurance and Financial Advisors June 2009 - September 2013
VALIC Financial Advisors, Inc. September 2010 - January 2012
COUNTRY Financial June 2009 - July 2010
The American Legion June 2008 - July 2010
Westside Ministers Coalition 2010 - 2010
NUL/CUL 2005 - 2010
MassMutual Financial Group June 2007 - June 2009
Ameriprise Financial Services, Inc. April 2005 - June 2007
Skills
Recruiting, Insurance, Wealth Management, Grant Writing, Program Development, Community Outreach, Event Planning, Disability Insurance, Risk Management, Retirement, Project Management, Sales, Strategic Planning, Management, Financial Planners, Life Insurance, Investments, Program Management, Nonprofits, Social Networking, Commercial Insurance, Team Building, Account Management, Public Speaking, Financial Risk, Leadership, Retirement Planning, Leadership Development, Long-term Care, Finance, Small Business, Customer Service, Strategic Financial..., Budgets, Fixed Annuities
Education
Governors State University 2013 — 2016
Master of Social Work (MSW), Holistic Treatment and Behavioral Health, 3.8
Governors State University 2011 — 2013
Bachelor of Arts (BA), Interdisciplinary Studies Social Work Addiction Studies, 3.9
Southern Illinois University, Carbondale 1990 — 1993
B&A Human Resources Management
Sarah Hoctor Sarah Hoctor's National Association of Insurance and Financial Advisors Experience 1999 - 2005
Job Principal, Sarah Hoctor Graphics
Industry Graphic Design
Experience
Sarah Hoctor Graphics June 1991 - Present
NAIFA 1999 - 2005
National Association of Insurance and Financial Advisors 1999 - 2005
Child Welfare League of America 1997 - 1999
Skills
Graphic Design, Marketing, Information Design, InDesign, Photoshop, Advertising, HTML, Microsoft Office, PowerPoint, Illustrator, Adobe Creative Suite, Graphics, Art Direction, Illustration, QuarkXPress, Corporate Identity, Photography, Typography, Brochures, Art, Layout, Logo Design, Creative Direction, Dreamweaver, Visual Communication, Event Planning, Banners, Image Manipulation, Pre-press, Book Design, WordPress, Mac, Branding & Identity, Brand Development, Copywriting, Business Cards, Newsletters, Publications, Posters, Web Design, Flyers, Direct Mail, Digital Photography
Education
University of Cincinnati 1987 — 1993
BFA, Fine Art
University of Cincinnati 1987 — 1990
Associates of Applied Business, Communication Design
Sarah Hoctor Graphics June 1991 - Present
NAIFA 1999 - 2005
National Association of Insurance and Financial Advisors 1999 - 2005
Child Welfare League of America 1997 - 1999
Skills
Graphic Design, Marketing, Information Design, InDesign, Photoshop, Advertising, HTML, Microsoft Office, PowerPoint, Illustrator, Adobe Creative Suite, Graphics, Art Direction, Illustration, QuarkXPress, Corporate Identity, Photography, Typography, Brochures, Art, Layout, Logo Design, Creative Direction, Dreamweaver, Visual Communication, Event Planning, Banners, Image Manipulation, Pre-press, Book Design, WordPress, Mac, Branding & Identity, Brand Development, Copywriting, Business Cards, Newsletters, Publications, Posters, Web Design, Flyers, Direct Mail, Digital Photography
Education
University of Cincinnati 1987 — 1993
BFA, Fine Art
University of Cincinnati 1987 — 1990
Associates of Applied Business, Communication Design
Jill Brabant Jill Brabant's National Association of Insurance and Financial Advisors Experience November 2008 - December 2010
Job Fine Artist and Instructor
Industry Fine Art
Experience
JBrabantfineart January 2000 - Present
National Association of Insurance and Financial Advisors November 2008 - December 2010
American Bankers Association October 1993 - November 2008
Skills
Still Life, Portraits, Landscapes, Art Direction, InDesign, Photoshop, Magazines, Advertising, Graphic Design, Logo Design, Branding & Identity, Print Management, Web Design, Fine Art, Drawing, Art Education, Oil Painting, Graphics, Layout, Painting, QuarkXPress, Newsletters, Direct Mail, Illustrator, Illustration, Publications
Education
Rochester Institute of Technology 1980 — 1984
BFA, Graphic Design
JBrabantfineart January 2000 - Present
National Association of Insurance and Financial Advisors November 2008 - December 2010
American Bankers Association October 1993 - November 2008
Skills
Still Life, Portraits, Landscapes, Art Direction, InDesign, Photoshop, Magazines, Advertising, Graphic Design, Logo Design, Branding & Identity, Print Management, Web Design, Fine Art, Drawing, Art Education, Oil Painting, Graphics, Layout, Painting, QuarkXPress, Newsletters, Direct Mail, Illustrator, Illustration, Publications
Education
Rochester Institute of Technology 1980 — 1984
BFA, Graphic Design
Paul Dougherty, LUTCF, FSS, HIA Paul Dougherty, LUTCF, FSS, HIA's National Association of Insurance and Financial Advisors Experience July 2006 - June 2007
Job NAIFA Secretary
Industry Insurance
Experience
NAIFA September 2014 - Present
State Farm Agent December 1997 - Present
NAIFA September 2010 - September 2013
Elizabeth Seton High School September 2008 - June 2013
State Farm Agents & Associates of Maryland PAC 2008 - 2012
National Association of Insurance and Financial Advisors July 2006 - June 2007
Skills
Disability Insurance, Fixed Annuities, Property & Casualty..., Insurance, Long-term Care, Life Insurance, Term Life Insurance, Universal Life, Health Insurance, Commercial Insurance, Whole Life, Homeowners, Renters, Long Term Care Insurance, Umbrella Insurance, Retirement Planning, Retirement, IRAs, Casualty, 401k, Financial Planners, Estate Planning, Professional Liability, Series 6, Permanent Life Insurance, Casualty Insurance
Education
The Catholic University of America 1986 — 1990
BA, Finance
NAIFA September 2014 - Present
State Farm Agent December 1997 - Present
NAIFA September 2010 - September 2013
Elizabeth Seton High School September 2008 - June 2013
State Farm Agents & Associates of Maryland PAC 2008 - 2012
National Association of Insurance and Financial Advisors July 2006 - June 2007
Skills
Disability Insurance, Fixed Annuities, Property & Casualty..., Insurance, Long-term Care, Life Insurance, Term Life Insurance, Universal Life, Health Insurance, Commercial Insurance, Whole Life, Homeowners, Renters, Long Term Care Insurance, Umbrella Insurance, Retirement Planning, Retirement, IRAs, Casualty, 401k, Financial Planners, Estate Planning, Professional Liability, Series 6, Permanent Life Insurance, Casualty Insurance
Education
The Catholic University of America 1986 — 1990
BA, Finance
Greg Clemensen Greg Clemensen's National Association of Insurance and Financial Advisors Experience 2009 - 2011
Job Agent at Clemensen Insurance
Industry Insurance
Experience
Clemensen Insurance MemberHealthcare Task Force2009 - 2011
National Association of Insurance and Financial Advisors 2009 - 2011
National Association of Health Underwriters 1985 - 2011
Education
University of Nevada-Las Vegas 1970 — 1975
Bachelor of Science
Clemensen Insurance MemberHealthcare Task Force2009 - 2011
National Association of Insurance and Financial Advisors 2009 - 2011
National Association of Health Underwriters 1985 - 2011
Education
University of Nevada-Las Vegas 1970 — 1975
Bachelor of Science
Peter Buechler CFP®, CLU, ChFC, FLMI, AAPA Peter Buechler CFP®, CLU, ChFC, FLMI, AAPA's National Association of Insurance and Financial Advisors Experience 2007 - 2008
Job Owner at Cohesive Insurance Services
Industry Financial Services
Experience
Cohesive Insurance Services March 2010 - Present
NAIFA-California June 2015 - Present
BGAgents Insurance Services September 2010 - August 2013
Advanced Planning Services March 2009 - January 2010
Genworth Financial April 2008 - January 2009
CPS Insurance Services March 2000 - April 2008
National Association of Insurance and Financial Advisors 2007 - 2008
Promark Financial January 1998 - March 2000
Promark Financial January 1993 - January 1998
Skills
Annuities, Insurance, Disability Insurance, Financial Advisory, Long Term Care, Annuity, Fixed Annuities, Protection, Estate Planning, Retirement Planning, Financial Planning, Retirement, Term Life Insurance, Benefits, Risk, Long-term Care, Employee Benefits, Banking, Universal Life, Wealth Accumulation, Whole Life, Life Insurance, IRAs, Strategic Financial..., Financial Planners, Financial Risk, Wealth, 401k, Small Business, Sales, Financial Services, Long Term Care Insurance, Variable Annuities, Business Planning, Brokers, Leadership, Critical Illness, Roth IRA, Series 63, Wealth Management, Personal Finance, Series 7, Investment Advisory, Finance, Health Insurance, Underwriting, Pensions, Investments, Investment Strategies, 401k Rollovers
Education
California State University-Fullerton 1996 — 1999
Bachelor of Arts, Business Management
Mater Dei High School, Santa Ana, CA
Cohesive Insurance Services March 2010 - Present
NAIFA-California June 2015 - Present
BGAgents Insurance Services September 2010 - August 2013
Advanced Planning Services March 2009 - January 2010
Genworth Financial April 2008 - January 2009
CPS Insurance Services March 2000 - April 2008
National Association of Insurance and Financial Advisors 2007 - 2008
Promark Financial January 1998 - March 2000
Promark Financial January 1993 - January 1998
Skills
Annuities, Insurance, Disability Insurance, Financial Advisory, Long Term Care, Annuity, Fixed Annuities, Protection, Estate Planning, Retirement Planning, Financial Planning, Retirement, Term Life Insurance, Benefits, Risk, Long-term Care, Employee Benefits, Banking, Universal Life, Wealth Accumulation, Whole Life, Life Insurance, IRAs, Strategic Financial..., Financial Planners, Financial Risk, Wealth, 401k, Small Business, Sales, Financial Services, Long Term Care Insurance, Variable Annuities, Business Planning, Brokers, Leadership, Critical Illness, Roth IRA, Series 63, Wealth Management, Personal Finance, Series 7, Investment Advisory, Finance, Health Insurance, Underwriting, Pensions, Investments, Investment Strategies, 401k Rollovers
Education
California State University-Fullerton 1996 — 1999
Bachelor of Arts, Business Management
Mater Dei High School, Santa Ana, CA
Maria Grady Murphy Maria Grady Murphy's National Association of Insurance and Financial Advisors Experience May 1989 - September 1996
Job Marketing Manager at Weston Hurd LLP
Industry Legal Services
Experience
Weston Hurd LLP February 2004 - Present
Squire, Sanders & Dempsey December 1998 - February 2004
Benesch Friedlander Coplan & Aronoff July 1997 - December 1998
National Association of Insurance and Financial Advisors May 1989 - September 1996
Skills
Courts, Legal Research, Outlook, Legal Marketing, Marketing, Mediation, Corporate Law, Legal Writing, Litigation, Commercial Litigation, Civil Litigation, Social Media
Education
University of Richmond 1983 — 1987
Weston Hurd LLP February 2004 - Present
Squire, Sanders & Dempsey December 1998 - February 2004
Benesch Friedlander Coplan & Aronoff July 1997 - December 1998
National Association of Insurance and Financial Advisors May 1989 - September 1996
Skills
Courts, Legal Research, Outlook, Legal Marketing, Marketing, Mediation, Corporate Law, Legal Writing, Litigation, Commercial Litigation, Civil Litigation, Social Media
Education
University of Richmond 1983 — 1987
Steve Nimmer Steve Nimmer's National Association of Insurance and Financial Advisors Experience April 2003 - Present
Job Certified College Planning Specialist at National Institute of Certified College Planners
Industry Financial Services
Experience
Catholic Order of Foresters November 2009 - Present
National College Advocacy Group September 2008 - Present
National Institute of Certified College Planners March 2007 - Present
Wisconsin College Planning, LLC November 2005 - Present
National Association of Insurance and Financial Advisors April 2003 - Present
Wisconsin Early Autism Project August 1996 - August 2004
Skills
Non-profits, Strategic Planning, Nonprofits, Marketing, Leadership
Education
St. Norbert College 1992 — 1996
BA, Psychology
Catholic Order of Foresters November 2009 - Present
National College Advocacy Group September 2008 - Present
National Institute of Certified College Planners March 2007 - Present
Wisconsin College Planning, LLC November 2005 - Present
National Association of Insurance and Financial Advisors April 2003 - Present
Wisconsin Early Autism Project August 1996 - August 2004
Skills
Non-profits, Strategic Planning, Nonprofits, Marketing, Leadership
Education
St. Norbert College 1992 — 1996
BA, Psychology
Merrie M (Kim) Kelly Merrie M (Kim) Kelly's National Association of Insurance and Financial Advisors Experience June 2011 - Present
Job Agent: The Oregon Insurance Lady, Eugene, OR
Industry Insurance
Experience
National Assn of Insurance and FInancial Advisors July 2014 - Present
National Association of Insurance and Financial Advisors June 2011 - Present
The Oregon Insurance Lady August 2009 - Present
Long Term Care Associates January 2004 - Present
Connemara Real Estate October 1991 - October 2003
Skills
Long-term Care, Insurance, Medicare, Long Term Care Insurance, Health Insurance, Marketing, Life Insurance, Small Business, Term Life Insurance, Public Speaking, Whole Life, Sales, Fixed Annuities, Universal Life, Retirement, Critical Illness
Education
The University of Texas at Austin 1971 — 1975
BA, Theatre
The University of Texas at Austin
National Assn of Insurance and FInancial Advisors July 2014 - Present
National Association of Insurance and Financial Advisors June 2011 - Present
The Oregon Insurance Lady August 2009 - Present
Long Term Care Associates January 2004 - Present
Connemara Real Estate October 1991 - October 2003
Skills
Long-term Care, Insurance, Medicare, Long Term Care Insurance, Health Insurance, Marketing, Life Insurance, Small Business, Term Life Insurance, Public Speaking, Whole Life, Sales, Fixed Annuities, Universal Life, Retirement, Critical Illness
Education
The University of Texas at Austin 1971 — 1975
BA, Theatre
The University of Texas at Austin
Ernestine Cohn Ernestine Cohn's National Association of Insurance and Financial Advisors Experience 2005 - Present
Job Protector of what you love at RobinsonCohn Insurance Agency
Industry Insurance
Experience
National Association of Insurance and financial advisors 2005 - Present
NAIFA-California 1995 - Present
Robinson-Cohn & Co Insurance Agcy. July 1981 - Present
Castro Valley Eden Area Chamber of Commerce 2010 - 2011
Toastmasters Club Bayfair 207 2006 - 2011
NAIFA-Alameda County 2000 - 2011
NAIFA ALAMEDA COUNTY 1999 - 2011
San Leandro Chamber of Commerce 1963 - 2011
Chavez Management 2006 - 2009
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Estate Law, Insurance, Term Life Insurance, Health Insurance, Retirement, 401k, Long Term Care Insurance, Whole Life, IRAs, Retirement Planning, Employee Benefits, Estate Planning, Medicare, Critical Illness, Wealth Accumulation, Small Business, Strategic Financial..., Financial Advisory, Entrepreneurship, Wealth, Public Relations, Pensions, Underwriting, Personal Finance, Wealth Management, Brokers, Financial Services, Commercial Insurance, Investment Advisory, Series 7, Dentistry, Umbrella Insurance, Mutual Funds, Asset Allocation, Investment Strategies
Education
University of California, Berkeley 1947 — 1951
Chemistry
National Association of Insurance and financial advisors 2005 - Present
NAIFA-California 1995 - Present
Robinson-Cohn & Co Insurance Agcy. July 1981 - Present
Castro Valley Eden Area Chamber of Commerce 2010 - 2011
Toastmasters Club Bayfair 207 2006 - 2011
NAIFA-Alameda County 2000 - 2011
NAIFA ALAMEDA COUNTY 1999 - 2011
San Leandro Chamber of Commerce 1963 - 2011
Chavez Management 2006 - 2009
Skills
Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Estate Law, Insurance, Term Life Insurance, Health Insurance, Retirement, 401k, Long Term Care Insurance, Whole Life, IRAs, Retirement Planning, Employee Benefits, Estate Planning, Medicare, Critical Illness, Wealth Accumulation, Small Business, Strategic Financial..., Financial Advisory, Entrepreneurship, Wealth, Public Relations, Pensions, Underwriting, Personal Finance, Wealth Management, Brokers, Financial Services, Commercial Insurance, Investment Advisory, Series 7, Dentistry, Umbrella Insurance, Mutual Funds, Asset Allocation, Investment Strategies
Education
University of California, Berkeley 1947 — 1951
Chemistry
William Izzard William Izzard's National Association of Insurance and Financial Advisors Experience 2003 - 2004
Job PresidentElect, SCORE Savannah
Industry Financial Services
Experience
retired January 2005 - Present
Hiwassee Utilities Commission 2005 - 2011
Northwestern Mutual February 1989 - December 2004
National Association of Insurance and Financial Advisors 2003 - 2004
Savannah Association of Life Underwriters 1995 - 1996
US Army June 1962 - October 1988
Skills
Public Speaking, Risk Management, Risk Assessment, Insurance, Leadership, Financial Analysis, Securities, Retirement Planning, Life Insurance, Analysis, Training, Mutual Funds, Process Improvement, Policy, Wealth Management, Management, Program Management, Estate Planning, Workers Compensation
Education
The American College 1995 — 1996
Chartered Life Underwriter CLU, Insurance, Risk Assessment, Financial Counseling
Shippensburg University of Pennsylvania 1980 — 1981
Master of Science (MS), Journalism
U.S.Army War College 1980 — 1981
Military Joint Operations Planning and Strategy
Naval War College 1976 — 1977
Force Structure, International Military Operations
Widener University 1958 — 1962
Bachelor's degree, Chemistry
retired January 2005 - Present
Hiwassee Utilities Commission 2005 - 2011
Northwestern Mutual February 1989 - December 2004
National Association of Insurance and Financial Advisors 2003 - 2004
Savannah Association of Life Underwriters 1995 - 1996
US Army June 1962 - October 1988
Skills
Public Speaking, Risk Management, Risk Assessment, Insurance, Leadership, Financial Analysis, Securities, Retirement Planning, Life Insurance, Analysis, Training, Mutual Funds, Process Improvement, Policy, Wealth Management, Management, Program Management, Estate Planning, Workers Compensation
Education
The American College 1995 — 1996
Chartered Life Underwriter CLU, Insurance, Risk Assessment, Financial Counseling
Shippensburg University of Pennsylvania 1980 — 1981
Master of Science (MS), Journalism
U.S.Army War College 1980 — 1981
Military Joint Operations Planning and Strategy
Naval War College 1976 — 1977
Force Structure, International Military Operations
Widener University 1958 — 1962
Bachelor's degree, Chemistry
Ron Adams, CLU, RFC, CCPS Ron Adams, CLU, RFC, CCPS's National Association of Insurance and Financial Advisors Experience September 2015 - Present
Job President of College Funding Advisors
Industry Financial Services
Experience
National Association of Insurance and Financial Advisors September 2015 - Present
Rancho Cordova Sunrise Rotary July 2012 - Present
NAIFA 2005 - Present
College Funding Advisors September 2003 - Present
College Funding Advisors February 2003 - Present
Ronald Adams Financial Planning Group, Inc January 1982 - Present
Sacramento Actors Theater 1986 - 2011
Association Insurance Services Co July 1978 - May 2004
Skills
Retirement, Strategic Financial..., Retirement Planning, Finance, Insurance, Fixed Annuities, Term Life Insurance, Financial Advisory, Leadership, Theatrical Production, Life Insurance, Small Business, Sports Coaching, Disability Insurance, Financial Services, Customer Service, Public Speaking, Financial Planning, Strategic Planning, Long-term Care, Estate Planning, 401k, Student Financial Aid, IRAs, Management, Working With Actors, Acting Coach, Investments, Nonprofits, Leadership Development, College Education..., college financial...
Education
University of Nebraska at Omaha 1964 — 1967
BA, Political Science and Government
University of Nebraska-Lincoln 1962 — 1964
Political Science and Government
National Association of Insurance and Financial Advisors September 2015 - Present
Rancho Cordova Sunrise Rotary July 2012 - Present
NAIFA 2005 - Present
College Funding Advisors September 2003 - Present
College Funding Advisors February 2003 - Present
Ronald Adams Financial Planning Group, Inc January 1982 - Present
Sacramento Actors Theater 1986 - 2011
Association Insurance Services Co July 1978 - May 2004
Skills
Retirement, Strategic Financial..., Retirement Planning, Finance, Insurance, Fixed Annuities, Term Life Insurance, Financial Advisory, Leadership, Theatrical Production, Life Insurance, Small Business, Sports Coaching, Disability Insurance, Financial Services, Customer Service, Public Speaking, Financial Planning, Strategic Planning, Long-term Care, Estate Planning, 401k, Student Financial Aid, IRAs, Management, Working With Actors, Acting Coach, Investments, Nonprofits, Leadership Development, College Education..., college financial...
Education
University of Nebraska at Omaha 1964 — 1967
BA, Political Science and Government
University of Nebraska-Lincoln 1962 — 1964
Political Science and Government
Christopher Mizell's National Association of Insurance and Financial Advisors Experience January 2012 - January 2015
Job Agency Manager Central Iowa at COUNTRY Financial®
Industry Financial Services
Experience
COUNTRY Financial® January 2015 - Present
National Association of Insurance and Financial Advisors January 2012 - January 2015
COUNTRY Financial ® February 2009 - January 2015
Pilot Catastrophe Service August 2004 - January 2009
Allstate Insurance May 2003 - July 2004
State Farm Insurance Agency October 2000 - May 2003
State Farm Insurance May 1998 - July 2000
State Farm Insurance May 1996 - May 1998
Skills
Insurance, Life Insurance, Fixed Annuities, Health Insurance, Property & Casualty..., Customer Service, Retirement, Term Life Insurance, Disability Insurance, Claim, Commercial Insurance, Long Term Care Insurance, Employee Benefits, Long-term Care, Liability, Retirement Planning, Casualty, Umbrella Insurance, Homeowners, Whole Life, Professional Liability, Investments, Universal Life, Underwriting, General Insurance, Financial Services, Workers Compensation, Legal Liability, Casualty Insurance
Education
The American College 2014 — 2015
Retirement Income Certified Professional (RICP) - currently enrolled
The American College 2009 — 2012
Illinois State University 1996 — 2000
BS, Mass Communication
Ridgeview High School 1992 — 1996
COUNTRY Financial® January 2015 - Present
National Association of Insurance and Financial Advisors January 2012 - January 2015
COUNTRY Financial ® February 2009 - January 2015
Pilot Catastrophe Service August 2004 - January 2009
Allstate Insurance May 2003 - July 2004
State Farm Insurance Agency October 2000 - May 2003
State Farm Insurance May 1998 - July 2000
State Farm Insurance May 1996 - May 1998
Skills
Insurance, Life Insurance, Fixed Annuities, Health Insurance, Property & Casualty..., Customer Service, Retirement, Term Life Insurance, Disability Insurance, Claim, Commercial Insurance, Long Term Care Insurance, Employee Benefits, Long-term Care, Liability, Retirement Planning, Casualty, Umbrella Insurance, Homeowners, Whole Life, Professional Liability, Investments, Universal Life, Underwriting, General Insurance, Financial Services, Workers Compensation, Legal Liability, Casualty Insurance
Education
The American College 2014 — 2015
Retirement Income Certified Professional (RICP) - currently enrolled
The American College 2009 — 2012
Illinois State University 1996 — 2000
BS, Mass Communication
Ridgeview High School 1992 — 1996
Jeffrey Barbanell's National Association of Insurance and Financial Advisors Experience July 1998 - June 2002
Job Financial Services Consultant and Independent General Agent combines Product, Service, Compensation, and Expertise!
Industry Insurance
Experience
Planned Brokerage Solutions, Inc. May 1990 - Present
National Association of Health Underwiters July 2007 - June 2009
National Association of Insurance and Financial Advisors July 1998 - June 2002
Barbanell & Associates, Ltd May 1990 - June 1998
Skills
Seminar Presentations, Affinity Programs, Social Networking, Disability Insurance, Annuities, Long Term Care, Estate Planning, Retirement, Long-term Care, Fixed Annuities, Insurance, Life Insurance, Health Insurance, Long Term Care Insurance, Financial Planners, Small Business, Financial Advisory, Employee Benefits, Loyalty Programs, Term Life Insurance, Marketing, Retirement Planning, Brokers, Strategic Financial..., Wealth, IRAs, Underwriting, 401k, Property & Casualty..., Workers Compensation, Commercial Insurance, Wealth Management, Legal Liability, Professional Liability, Accident, Whole Life, Universal Life, Medicare, Critical Illness, Dentistry, Umbrella Insurance, General Insurance, Insurance Brokerage, Roth IRA, Claim, Training, Agents, Employee Wellness, Group Insurance, Financial Planning
Education
Arizona State University 2010 — 2011
MEd, Elementary Education - Literacy
Arizona State University 2004 — 2009
English, Indigenous American/Victorian Lit
Charter Oak State College 2005 — 2006
Bachelor of Arts, English, Government
Carleton College 1974 — 1979
English, Sociology
Planned Brokerage Solutions, Inc. May 1990 - Present
National Association of Health Underwiters July 2007 - June 2009
National Association of Insurance and Financial Advisors July 1998 - June 2002
Barbanell & Associates, Ltd May 1990 - June 1998
Skills
Seminar Presentations, Affinity Programs, Social Networking, Disability Insurance, Annuities, Long Term Care, Estate Planning, Retirement, Long-term Care, Fixed Annuities, Insurance, Life Insurance, Health Insurance, Long Term Care Insurance, Financial Planners, Small Business, Financial Advisory, Employee Benefits, Loyalty Programs, Term Life Insurance, Marketing, Retirement Planning, Brokers, Strategic Financial..., Wealth, IRAs, Underwriting, 401k, Property & Casualty..., Workers Compensation, Commercial Insurance, Wealth Management, Legal Liability, Professional Liability, Accident, Whole Life, Universal Life, Medicare, Critical Illness, Dentistry, Umbrella Insurance, General Insurance, Insurance Brokerage, Roth IRA, Claim, Training, Agents, Employee Wellness, Group Insurance, Financial Planning
Education
Arizona State University 2010 — 2011
MEd, Elementary Education - Literacy
Arizona State University 2004 — 2009
English, Indigenous American/Victorian Lit
Charter Oak State College 2005 — 2006
Bachelor of Arts, English, Government
Carleton College 1974 — 1979
English, Sociology
Brett A. Keyes, LUTCF Brett A. Keyes, LUTCF's National Association of Insurance and Financial Advisors Experience 2014 - Present
Job Franchise & Commercial Risk Management Insurance Advisor (866) 3152365 & (630) 5080121 ; bkeyes@amfam.com
Industry Insurance
Experience
National Association of Insurance and Financial Advisors 2014 - Present
American Family Insurance May 2007 - Present
Francine S. Keyes Agency February 2003 - June 2007
Financial Keyosk October 2001 - February 2003
Skills
Insurance, Health Insurance, Financial Advisory, Disability Insurance, Commercial Insurance, Business Analysis, Business Strategy, Business Planning, Small Business, General Insurance, Life Insurance, Workers Compensation, Term Life Insurance, Risk Management..., Franchise Insurance, Franchising, McDonalds Insurance, Culvers Insurance, Subway Franchise..., Franchise Consulting, Culvers Franchise..., Franchisee Management, Business Intelligence, Business Management, McDonalds Franchise..., Small Commercial, Small Business..., Insurance Planning, Insurance Claims, Life, Home Insurance, Auto Insurance, Excess Liability..., Personal Umbrella..., Commercial Umbrella..., Commercial Excess..., Commercial Workers Comp..., Workers Compensation..., Business Owner Insurance, Gas Station Insurance, Hotel Insurance, Motel Insurance, Repair Garage Insurance, Condominium Association..., Home Association..., Fixed Annuity, Whole Life Insurance, Long Term Healthcare, Small Business Insurance, Insurance Discounts
Education
Illinois State University 1981 — 1985
BS, Biology/Chemistry
Illinois State University 1981 — 1985
Bachelor of Science (BS), Biology, General ; Chemistry
National Association of Insurance and Financial Advisors 2014 - Present
American Family Insurance May 2007 - Present
Francine S. Keyes Agency February 2003 - June 2007
Financial Keyosk October 2001 - February 2003
Skills
Insurance, Health Insurance, Financial Advisory, Disability Insurance, Commercial Insurance, Business Analysis, Business Strategy, Business Planning, Small Business, General Insurance, Life Insurance, Workers Compensation, Term Life Insurance, Risk Management..., Franchise Insurance, Franchising, McDonalds Insurance, Culvers Insurance, Subway Franchise..., Franchise Consulting, Culvers Franchise..., Franchisee Management, Business Intelligence, Business Management, McDonalds Franchise..., Small Commercial, Small Business..., Insurance Planning, Insurance Claims, Life, Home Insurance, Auto Insurance, Excess Liability..., Personal Umbrella..., Commercial Umbrella..., Commercial Excess..., Commercial Workers Comp..., Workers Compensation..., Business Owner Insurance, Gas Station Insurance, Hotel Insurance, Motel Insurance, Repair Garage Insurance, Condominium Association..., Home Association..., Fixed Annuity, Whole Life Insurance, Long Term Healthcare, Small Business Insurance, Insurance Discounts
Education
Illinois State University 1981 — 1985
BS, Biology/Chemistry
Illinois State University 1981 — 1985
Bachelor of Science (BS), Biology, General ; Chemistry
Bruce Hadloc Bruce Hadloc's National Association of Insurance and Financial Advisors Experience January 2006 - Present
Job Manager of Meetings and Corporate Outreach
Industry Nonprofit Organization Management
Experience
National Association of Insurance and Financial Advisors January 2006 - Present
International Bottled Water Association July 1998 - May 2005
Skills
Meeting Planning, Program Management, Member Retention, Membership Growth, Customer Service, Training, Strategic Planning, Management, Leadership, Fundraising, Vendor Management, Contract Negotiation, Budget Monitoring, Member Relations, Event Planning
Education
University of Maryland Baltimore County 2001 — 2004
Sociology, Minor in Anthrologoy
National Association of Insurance and Financial Advisors January 2006 - Present
International Bottled Water Association July 1998 - May 2005
Skills
Meeting Planning, Program Management, Member Retention, Membership Growth, Customer Service, Training, Strategic Planning, Management, Leadership, Fundraising, Vendor Management, Contract Negotiation, Budget Monitoring, Member Relations, Event Planning
Education
University of Maryland Baltimore County 2001 — 2004
Sociology, Minor in Anthrologoy
Jay Morris Jay Morris's National Association of Insurance and Financial Advisors Experience April 1988 - June 2000
Job President, Jay Morris Communications LCC
Industry Public Relations and Communications
Experience
Jay Morris Communications LLC October 2011 - Present
National Association of Federal Credit Unions June 2000 - October 2011
National Association of Insurance and Financial Advisors April 1988 - June 2000
National Restaurant Association 1980 - 1988
Chesapeake Post 1979 - 1979
Tidewater News 1978 - 1979
Skills
Public Relations, Social Media, Non-profits, Online Marketing, Media Relations, Publications, Company Branding, Association Management, Blogging, Concise Copy, Nonprofits, Speech Writing, Strategic Communications, Crisis Communications, Newsletters, Press Releases, Marketing Communications, Editing, Advertising, Journalism, Community Outreach, Marketing, Public Affairs, Politics, Publishing, Spokesperson, Public Speaking, Editorial, Strategy, Magazines, Storytelling, Web Content, Social Media Marketing, Leadership
Education
University of Virginia 1974 — 1978
BA, English
George Mason University 1995 — 2000
MA, English
Jay Morris Communications LLC October 2011 - Present
National Association of Federal Credit Unions June 2000 - October 2011
National Association of Insurance and Financial Advisors April 1988 - June 2000
National Restaurant Association 1980 - 1988
Chesapeake Post 1979 - 1979
Tidewater News 1978 - 1979
Skills
Public Relations, Social Media, Non-profits, Online Marketing, Media Relations, Publications, Company Branding, Association Management, Blogging, Concise Copy, Nonprofits, Speech Writing, Strategic Communications, Crisis Communications, Newsletters, Press Releases, Marketing Communications, Editing, Advertising, Journalism, Community Outreach, Marketing, Public Affairs, Politics, Publishing, Spokesperson, Public Speaking, Editorial, Strategy, Magazines, Storytelling, Web Content, Social Media Marketing, Leadership
Education
University of Virginia 1974 — 1978
BA, English
George Mason University 1995 — 2000
MA, English
Morris Goff Morris Goff's National Association of Insurance and Financial Advisors Experience September 2000 - February 2003
Job Vice President, Federal Relations at ACLI
Industry Government Relations
Experience
ACLI February 2003 - Present
National Association of Insurance and Financial Advisors September 2000 - February 2003
U.S. Senator Paul Coverdell 1995 - 2000
U.S. Senator David Boren June 1991 - January 1995
Skills
Politics, Legal Writing, Legislation, Policy Analysis, Legislative Relations, Strategic Communications, Government, Public Policy, Public Affairs, Policy
Education
University of Oklahoma 1987 — 1991
Economics and Political Science
ACLI February 2003 - Present
National Association of Insurance and Financial Advisors September 2000 - February 2003
U.S. Senator Paul Coverdell 1995 - 2000
U.S. Senator David Boren June 1991 - January 1995
Skills
Politics, Legal Writing, Legislation, Policy Analysis, Legislative Relations, Strategic Communications, Government, Public Policy, Public Affairs, Policy
Education
University of Oklahoma 1987 — 1991
Economics and Political Science
Beth Shurtleff's National Association of Insurance and Financial Advisors Experience January 2014 - September 2014
Job Owner at Shurtleff Consulting
Industry Law Practice
Experience
Shurtleff Consulting May 2015 - Present
Craig Swapp & Associates May 2012 - May 2015
National Association of Insurance and Financial Advisors January 2014 - September 2014
Law Offices of David C Brown May 2005 - May 2012
Skills
Social Security..., Amateur Web Developer..., Social Security..., Hearings, Appeals, Social Security
Education
University of South Carolina-Columbia 2000 — 2004
Bachelor of Music, Choral Music Education
South Carolina Governor's School for Science and Mathematics 1998 — 2000
HS Diploma
Shurtleff Consulting May 2015 - Present
Craig Swapp & Associates May 2012 - May 2015
National Association of Insurance and Financial Advisors January 2014 - September 2014
Law Offices of David C Brown May 2005 - May 2012
Skills
Social Security..., Amateur Web Developer..., Social Security..., Hearings, Appeals, Social Security
Education
University of South Carolina-Columbia 2000 — 2004
Bachelor of Music, Choral Music Education
South Carolina Governor's School for Science and Mathematics 1998 — 2000
HS Diploma
Matthew Gertzog's National Association of Insurance and Financial Advisors Experience 2000 - 2003
Job Deputy Executive Director at the American Society of Hematology
Industry Nonprofit Organization Management
Experience
American Society of Hematology March 2003 - Present
National Association of Insurance and Financial Advisors 2000 - 2003
National Association of Life Underwriters May 1987 - June 1999
Duty Free Shoppers May 1982 - August 1984
Skills
Non-profits, Fundraising, Strategic Planning, Leadership, Association Management, Public Speaking, Event Planning, Event Management, Meeting Planning, Strategic Communications, Public Relations, Budgets, Marketing Communications, Program Management, Social Media, Marketing, Marketing Strategy, Volunteer Management, Program Development, Board Development, Board Relations, Non-profit..., Public Policy, Membership Development, Strategy, Professional..., Board Governance, Organizational..., Not for Profit, Trade Shows, Nonprofits
Education
The George Washington University - School of Business 1988 — 1992
MBA
The Johns Hopkins University 1982 — 1986
BA
Yeshivah of Flatbush 1978 — 1982
High School
East Midwood Jewish Center 1970 — 1978
American Society of Hematology March 2003 - Present
National Association of Insurance and Financial Advisors 2000 - 2003
National Association of Life Underwriters May 1987 - June 1999
Duty Free Shoppers May 1982 - August 1984
Skills
Non-profits, Fundraising, Strategic Planning, Leadership, Association Management, Public Speaking, Event Planning, Event Management, Meeting Planning, Strategic Communications, Public Relations, Budgets, Marketing Communications, Program Management, Social Media, Marketing, Marketing Strategy, Volunteer Management, Program Development, Board Development, Board Relations, Non-profit..., Public Policy, Membership Development, Strategy, Professional..., Board Governance, Organizational..., Not for Profit, Trade Shows, Nonprofits
Education
The George Washington University - School of Business 1988 — 1992
MBA
The Johns Hopkins University 1982 — 1986
BA
Yeshivah of Flatbush 1978 — 1982
High School
East Midwood Jewish Center 1970 — 1978
Gina M. Cromwell's National Association of Insurance and Financial Advisors Experience January 2008 - January 2009
Job Financial Services Professional at NYLIFE Securities LLC
Industry Insurance
Experience
NYLIFE Securities LLC June 2004 - Present
New York Life Insurance Company June 2004 - Present
National Association of Insurance and Financial Advisors January 2008 - January 2009
BNI, Arkansas January 2007 - January 2009
CAD-SCAN, Inc. January 1989 - June 2004
Skills
Retirement, Retirement Planning, Term Life Insurance, Life Insurance, Estate Planning, 401k Rollovers, Asset Protection, Annuity Sales, Whole Life Insurance
Education
University of Arkansas at Little Rock 1979 — 1983
Emmerich Manual High School 1975 — 1979
NYLIFE Securities LLC June 2004 - Present
New York Life Insurance Company June 2004 - Present
National Association of Insurance and Financial Advisors January 2008 - January 2009
BNI, Arkansas January 2007 - January 2009
CAD-SCAN, Inc. January 1989 - June 2004
Skills
Retirement, Retirement Planning, Term Life Insurance, Life Insurance, Estate Planning, 401k Rollovers, Asset Protection, Annuity Sales, Whole Life Insurance
Education
University of Arkansas at Little Rock 1979 — 1983
Emmerich Manual High School 1975 — 1979
Juli McNeely's National Association of Insurance and Financial Advisors Experience September 2008 - Present
Job Owner/President at McNeely Financial Services, Inc.
Industry Financial Services
Experience
National Association of Insurance and Financial Advisors September 2008 - Present
McNeely Financial Services, Inc. June 1996 - Present
Norwest Bank June 1991 - June 1996
Norwest Bank (now Wells Fargo) May 1992 - May 1996
Education
Northwestern College 1987 — 1991
BS, Marketing
Loyal High School 1983 — 1987
National Association of Insurance and Financial Advisors September 2008 - Present
McNeely Financial Services, Inc. June 1996 - Present
Norwest Bank June 1991 - June 1996
Norwest Bank (now Wells Fargo) May 1992 - May 1996
Education
Northwestern College 1987 — 1991
BS, Marketing
Loyal High School 1983 — 1987
Olivia Yancey's National Association of Insurance and Financial Advisors Experience April 2008 - Present
Job Web Designer at National Association of Insurance and Financial Advisors
Industry Graphic Design
Experience
National Association of Insurance and Financial Advisors April 2008 - Present
Newspaper Association of America October 2007 - December 2007
House of Representatives: Office of the Clerk April 2006 - September 2007
Creating Results June 2004 - March 2006
Skills
Graphic Design, Web Design, Dreamweaver, Illustrator, Adobe Creative Suite, InDesign, Social Media, Photoshop
Education
George Mason University 2001 — 2003
National Association of Insurance and Financial Advisors April 2008 - Present
Newspaper Association of America October 2007 - December 2007
House of Representatives: Office of the Clerk April 2006 - September 2007
Creating Results June 2004 - March 2006
Skills
Graphic Design, Web Design, Dreamweaver, Illustrator, Adobe Creative Suite, InDesign, Social Media, Photoshop
Education
George Mason University 2001 — 2003
James Goodacre RHU, REBC's National Association of Insurance and Financial Advisors Experience May 1969 - Present
Job Insurance Broker at National Association of Insurance and Financial Advisors/Monterey Bay
Industry Insurance
Experience
National Association of Health Underwriters/Monterey Bay March 1993 - Present
National Association of Insurance and Financial Advisors/Monterey Bay January 1970 - Present
James W. Goodacre RHU, REBC May 1969 - Present
National Association of Insurance and Financial Advisors May 1969 - Present
CAHU - California Association of Health Underwriters 2007 - 2008
Benelect 2002 - 2006
Wellpoint 1993 - 2002
Skills
Long Term Care, Annuities, Insurance, Employee Benefits, Dental, Disability Insurance, Workers Compensation, Health Savings Accounts, Brokers, Benefits, Health, Medicare Supplements, Term Life Insurance, Medicare, Agents, Health Insurance, Group Benefits, Group Health, Health Plans, Commercial Insurance, Accident, Long-term Care, Small Business, Supplemental Insurance, Critical Illness, Retirement Planning, Healthcare, COBRA, Financial Planning, Benefits Administration, Retirement, Managed Care, 401k, PPO, IRA's, Medicare Part D, HMO, Pensions, IRAs, Fixed Annuities, Life Insurance, General Insurance, Health Care Reform, Underwriting, Claim, Financial Planners, Long Term Care Insurance, Whole Life, Universal Life, Estate Planning
Education
The American College 1998 — 2001
Registered Health Underwriter, Registered Employee Benefits Consultant, Insurance
St. Francis High School 1963 — 1967
National Association of Health Underwriters/Monterey Bay March 1993 - Present
National Association of Insurance and Financial Advisors/Monterey Bay January 1970 - Present
James W. Goodacre RHU, REBC May 1969 - Present
National Association of Insurance and Financial Advisors May 1969 - Present
CAHU - California Association of Health Underwriters 2007 - 2008
Benelect 2002 - 2006
Wellpoint 1993 - 2002
Skills
Long Term Care, Annuities, Insurance, Employee Benefits, Dental, Disability Insurance, Workers Compensation, Health Savings Accounts, Brokers, Benefits, Health, Medicare Supplements, Term Life Insurance, Medicare, Agents, Health Insurance, Group Benefits, Group Health, Health Plans, Commercial Insurance, Accident, Long-term Care, Small Business, Supplemental Insurance, Critical Illness, Retirement Planning, Healthcare, COBRA, Financial Planning, Benefits Administration, Retirement, Managed Care, 401k, PPO, IRA's, Medicare Part D, HMO, Pensions, IRAs, Fixed Annuities, Life Insurance, General Insurance, Health Care Reform, Underwriting, Claim, Financial Planners, Long Term Care Insurance, Whole Life, Universal Life, Estate Planning
Education
The American College 1998 — 2001
Registered Health Underwriter, Registered Employee Benefits Consultant, Insurance
St. Francis High School 1963 — 1967
Anne Meyerson Mandeville's National Association of Insurance and Financial Advisors Experience May 2010 - August 2013
Job Director of Corporate Partnerships at American Association of State Colleges and Universities
Industry Nonprofit Organization Management
Experience
American Association of State Colleges and Universities September 2013 - Present
National Association of Insurance and Financial Advisors May 2010 - August 2013
The Partnership for Public Service January 2010 - May 2010
National Association of Insurance and Financial Advisors December 2006 - December 2009
RSM McGladrey January 2006 - November 2006
Federal Bar Association July 2003 - January 2006
Deloitte Consulting September 2001 - July 2003
Federal Bar Association May 1998 - June 2000
Marriott Wardman Park Hotel June 1997 - May 1998
Education
Syracuse University - Maxwell School
MPA, Non-Profit Management
University of Michigan
BA, Political Science and French
American Association of State Colleges and Universities September 2013 - Present
National Association of Insurance and Financial Advisors May 2010 - August 2013
The Partnership for Public Service January 2010 - May 2010
National Association of Insurance and Financial Advisors December 2006 - December 2009
RSM McGladrey January 2006 - November 2006
Federal Bar Association July 2003 - January 2006
Deloitte Consulting September 2001 - July 2003
Federal Bar Association May 1998 - June 2000
Marriott Wardman Park Hotel June 1997 - May 1998
Education
Syracuse University - Maxwell School
MPA, Non-Profit Management
University of Michigan
BA, Political Science and French
Ioana Cristei's National Association of Insurance and Financial Advisors Experience May 2011 - August 2011
Job
Industry Law Practice
Experience
General Services Administration, Office of the Inspector General May 2015 - August 2015
US Department of Homeland Security January 2015 - April 2015
US Department of Homeland Security May 2014 - October 2014
LexisNexis July 2012 - August 2013
National Association of Insurance and Financial Advisors May 2011 - August 2011
Geneva for Human Rights (GHR-GDH) 2011 - 2011
Skills
Research, International Law, Editing, French, Politics, Microsoft Office, Qualitative Research, Data Analysis, Legal Research, PowerPoint, Microsoft Excel, Microsoft Word, Writing, HTML, NGOs, International..., Policy, Legal Writing, Westlaw, Legal Documents, International Relations, Ballroom Dance, Lexis, Government Contracting, Tutoring
Education
The George Washington University Law School 2013 — 2016
Doctor of Law (J.D.)
University of Virginia 2008 — 2012
Bachelor of Arts (B.A.), Foreign Affairs and Psychology
Boston University Geneva Campus 2011 — 2011
Semester Study Abroad, International Relations and Affairs
Thomas Jefferson High School for Science and Technology 2004 — 2008
General Services Administration, Office of the Inspector General May 2015 - August 2015
US Department of Homeland Security January 2015 - April 2015
US Department of Homeland Security May 2014 - October 2014
LexisNexis July 2012 - August 2013
National Association of Insurance and Financial Advisors May 2011 - August 2011
Geneva for Human Rights (GHR-GDH) 2011 - 2011
Skills
Research, International Law, Editing, French, Politics, Microsoft Office, Qualitative Research, Data Analysis, Legal Research, PowerPoint, Microsoft Excel, Microsoft Word, Writing, HTML, NGOs, International..., Policy, Legal Writing, Westlaw, Legal Documents, International Relations, Ballroom Dance, Lexis, Government Contracting, Tutoring
Education
The George Washington University Law School 2013 — 2016
Doctor of Law (J.D.)
University of Virginia 2008 — 2012
Bachelor of Arts (B.A.), Foreign Affairs and Psychology
Boston University Geneva Campus 2011 — 2011
Semester Study Abroad, International Relations and Affairs
Thomas Jefferson High School for Science and Technology 2004 — 2008
Matthew Burruss's National Association of Insurance and Financial Advisors Experience July 2010 - February 2012
Job Specialist Meetings Management and Travel at Patient Centered Outcomes Research Institute (PCORI)
Industry Nonprofit Organization Management
Experience
Association of Corporate Travel Executives March 2012 - October 2013
National Association of Insurance and Financial Advisors July 2010 - February 2012
American Historical Association January 2008 - July 2010
West Marine May 2005 - October 2007
Skills
Social Media, Public Speaking, Account Management, Event Management, Management, Non-profits, Training, Program Management, Budgets, Contract Negotiation, Leadership, Leadership Development, Negotiation, Project Planning, Customer Service, Recruiting, Sales
Education
Eckerd College
BA, International Relations. East Asian Studies
Association of Corporate Travel Executives March 2012 - October 2013
National Association of Insurance and Financial Advisors July 2010 - February 2012
American Historical Association January 2008 - July 2010
West Marine May 2005 - October 2007
Skills
Social Media, Public Speaking, Account Management, Event Management, Management, Non-profits, Training, Program Management, Budgets, Contract Negotiation, Leadership, Leadership Development, Negotiation, Project Planning, Customer Service, Recruiting, Sales
Education
Eckerd College
BA, International Relations. East Asian Studies
Brendan Bernat's National Association of Insurance and Financial Advisors Experience March 2012 - Present
Job Director Professional Development & Education Programs at NAIFA
Industry Financial Services
Experience
National Association of Insurance and Financial Advisors March 2012 - Present
Skills
Insurance, Public Speaking, Association Management, Newsletters, Social Media..., Webinar Management, Life Insurance, Disability Insurance, Business Writing, Call Center..., Budget Setting, Team Management, Managing Meetings, Term Life Insurance, Marketing, Strategic Planning
Education
George Mason University 1990 — 1994
BA, History
National Association of Insurance and Financial Advisors March 2012 - Present
Skills
Insurance, Public Speaking, Association Management, Newsletters, Social Media..., Webinar Management, Life Insurance, Disability Insurance, Business Writing, Call Center..., Budget Setting, Team Management, Managing Meetings, Term Life Insurance, Marketing, Strategic Planning
Education
George Mason University 1990 — 1994
BA, History
David Hebert's National Association of Insurance and Financial Advisors Experience 1988 - 1994
Job Chief Executive Officer at American Association of Nurse Practitioners
Industry Government Relations
Experience
American Association of Nurse Practitioners November 2012 - Present
American College of Nurse Practitioners January 2012 - November 2012
The DEH Group LLC April 2011 - December 2011
American Health Care Association April 2006 - March 2011
Alston & Bird LLP April 2004 - March 2006
Congressman Roy Blunt 2003 - 2004
American Association of Nurse Anesthetists 1995 - 2003
National Association of Insurance and Financial Advisors 1988 - 1994
Congressman Jack Buechner January 1987 - November 1988
Skills
Legislative Relations, Public Policy, Coalitions, Policy Analysis, Non-profits, Legislation, Policy, Politics, Grassroots Organizing, Fundraising, Political Campaigns, Healthcare, Public Affairs, Strategic Planning, Strategic Communications, Medicaid, Public Speaking, Government, Public Relations, Medicare, Health Policy, Political Consulting, Speech Writing, Federal Government, Political Communication, Community Outreach, Public Health, Media Relations, International Relations, State Government, Program Development, Message Development, Grants, Nonprofits, Crisis Communications
Education
Pepperdine University School of Law 1979 — 1982
JD, Law
University of Oregon 1975 — 1979
BS, Political Science
American Association of Nurse Practitioners November 2012 - Present
American College of Nurse Practitioners January 2012 - November 2012
The DEH Group LLC April 2011 - December 2011
American Health Care Association April 2006 - March 2011
Alston & Bird LLP April 2004 - March 2006
Congressman Roy Blunt 2003 - 2004
American Association of Nurse Anesthetists 1995 - 2003
National Association of Insurance and Financial Advisors 1988 - 1994
Congressman Jack Buechner January 1987 - November 1988
Skills
Legislative Relations, Public Policy, Coalitions, Policy Analysis, Non-profits, Legislation, Policy, Politics, Grassroots Organizing, Fundraising, Political Campaigns, Healthcare, Public Affairs, Strategic Planning, Strategic Communications, Medicaid, Public Speaking, Government, Public Relations, Medicare, Health Policy, Political Consulting, Speech Writing, Federal Government, Political Communication, Community Outreach, Public Health, Media Relations, International Relations, State Government, Program Development, Message Development, Grants, Nonprofits, Crisis Communications
Education
Pepperdine University School of Law 1979 — 1982
JD, Law
University of Oregon 1975 — 1979
BS, Political Science
Bob Jugan's National Association of Insurance and Financial Advisors Experience 1985 - Present
Job
Industry
Experience
National Association of Insurance and Financial Advisors 1985 - Present
Education
San Diego State University-California State University 1976 — 1977
BS-Business Admin, Accounting
Rio Hondo College 1972 — 1976
AA Gen Business, General Business
National Association of Insurance and Financial Advisors 1985 - Present
Education
San Diego State University-California State University 1976 — 1977
BS-Business Admin, Accounting
Rio Hondo College 1972 — 1976
AA Gen Business, General Business