Partners Advantage Insurance Services, LLC
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Partners Advantage Insurance Services, LLC Employees
Partners Advantage Insurance Services, LLC June 2013 - Present
Partners Advantage Insurance Services January 2010 - May 2013
Partners Advantage Insurance Services, LLC September 2008 - December 2009
Loyalty Performance Marketing 2004 - 2006
Skills
Marketing, Leadership, Sales, Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Term Life Insurance, Retirement Planning, Underwriting, Long-term Care, Retirement, Estate Planning, Health Insurance, Employee Benefits, Universal Life, Wealth Management, Property & Casualty..., Investments, Casualty, Strategic Financial..., Legal Liability, Financial Planners, Long Term Care Insurance, Whole Life, Variable Annuities, IRAs, Insurance Brokerage, Brokers, 401k, Financial Advisory, Pensions, Series 63, Health Savings Accounts, Series 6, Small Business
Education
University of California, San Diego 1998 — 2002
BA, Economics
Troy High School 1994 — 1998
Partners Advantage Insurance Services, LLC March 2011 - September 2012
Skills
Underwriting, Insurance, Employee Benefits, Disability Insurance, Term Life Insurance, Fixed Annuities, Retirement Planning
Education
SFSU
Partners Advantage Insurance Services, LLC March 2013 - Present
Brokerage Engineers Advisory Group October 2011 - March 2013
Partners Financial June 2007 - September 2011
AXA Equitable May 2005 - June 2007
Transamerica Life Insurance Company January 2003 - April 2005
North American Company for Life and Health Insurance January 2000 - January 2003
Celtic Life Insurance Co March 1997 - January 2000
Skills
Medical Underwriting, Training Delivery, Business Process..., Paramedical Services, Medical Records..., Life Insurance..., Public Speaking, Medical Case Management, Mortality Assessment..., Underwriting, Life Insurance, Fixed Annuities, Strategic Planning, Management Consulting, Brokers, Team Building, Insurance, Management, Financial Services, Reinsurance, Health Insurance, Financial Risk, Wealth Management, Risk Management, General Insurance
Education
Grambling State University 1987 — 1991
Bachelor of Science (B.S.), Accounting-Cum Laude
SuccessQuest International LLC January 2011 - Present
Securities America, Inc. August 2009 - Present
Partners Advantage Insurance Services, LLC 2007 - Present
USAdvisors Network Insurance Agency January 2006 - Present
USAdvisors Network, LLC January 1984 - Present
Financial Network Investment Corp. January 1991 - July 2009
Waddell and Reed January 1981 - December 1984
Skills
Referral Networking, Business Development..., Brokerage/Insurance..., Securities, Banking, Mergers, Retirement Planning, Financial Planning, Strategic Financial..., Consulting, Business Development
Education
College for Financial Planning 1987 — 1993
MS, Financial Planning
St. Olaf College 1976 — 1980
BA, Economics
Mountain View Surgery Center July 2015 - Present
Partners Advantage Insurance Services, LLC March 2012 - June 2015
Skills
Customer Service, Strategic Planning, Product Development, Microsoft Office, Microsoft Excel, Project Management, New Business Development
Education
Crafton Hills College 2012 — 2016
NexusHQ December 2013 - Present
Partners Advantage Insurance Services, LLC June 2011 - Present
Partners Advantage Insurance Services, LLC June 2011 - June 2013
California State University San Bernardino January 2011 - June 2013
Partners Advantage Insurance Services, LLC 2011 - December 2012
California State University San Bernardino June 2009 - June 2011
Skills
Consulting, Project Management, Databases, XML, Training, Programming, Linux, Eclipse, SQL, Unix, System Administration, Networking, Python, Subversion, C++, JavaScript, Business Analysis, Software Development, Perl, Java, Software Engineering, Ruby on Rails, Objective-C, jQuery, jQuery UI, jQuery Mobile, JSON, Microsoft SQL Server, SQL Azure, Sybase SQL Anywhere, MySQL, MySQLi, Oracle, SSMA, software architect, Software Quality..., Computer Science, Xilinx ISE, Web Design, Computer Graphics Design, Database Design, Data Mining, Data Warehousing, Ruby, UX technologies, Simulations, iOS development, Android Development, Mobile Applications, Mobile Technology
Education
California State University San Bernardino 2008 — 2013
Master's Degree, Computer Science and Engineering
Federal University of Technology Minna 2002 — 2006
Bachelor of Technology (B.Tech.), Mathematics and Computer Science
Partners Advantage Insurance Services, LLC July 2014 - Present
GuidePoint Global October 2012 - Present
Sun Life Financial (US)Alumni September 2011 - March 2012
AIG-Sunamerica January 1996 - July 1998
AIG-Sunamerica January 1995 - January 1996
AIG-Sunamerica July 1991 - January 1995
USF&G Corporation May 1990 - July 1991
IDS/American Express January 1985 - January 1988
IDS/American Express January 1977 - January 1985
Aetna Life & Casualty January 1976 - January 1977
Skills
Field Management, Wholesaling, Annuities, Mutual Funds, Life Insurance, Estate Planning, Retirement Planning, Wealth Management, Publishing, Charitable Trusts, Qualified Plans, Fixed Annuities, Insurance, Pensions, Financial Planners
Education
University of Kansas School of Law
Juris Doctorate, Law, Estates, Tax, Accounting
California State University-Long Beach
Bachelor of Arts, Anthropology
Covered California October 2013 - Present
Partners Advantage Insurance Services, LLC March 2012 - Present
Health Plans 4 Less March 2012 - September 2013
Aflac 2011 - April 2012
PBS SoCal 2011 - 2011
Garden Grove Unified School District 1991 - 2011
Skills
Life & Health Insurance..., Retirement Savings, Preexisting Condition..., Health Insurance, Disability Insurance, Small Business, Life Insurance, Coaching, Term Life Insurance, Employee Benefits, Fixed Annuities, Leadership, Microsoft Office, Long-term Care, Networking, Great communications..., Sales, Retirement, Training, Investments, Marketing, Recruiting, Management, Time Management, Risk Management, Retirement Planning, Personal Finance, Property & Casualty..., Workers Compensation, Wealth, Accident
Education
Cal State Fullerton 2009 — 2011
Masters of Science, Information Technology
California State University-Long Beach
Bachelor of Arts, Liberal Studies / Geological Studies
Partners Advantage Insurance Services, LLC May 2009 - February 2011
Northern Arizona University January 2008 - December 2008
Southern California Desert Retina Consultants October 2006 - October 2007
Education
Northern Arizona University-The W. A. Franke College of Business 2007 — 2008
Business
Comerica Securities Inc September 2015 - Present
Partners Advantage Insurance Services, LLC June 2014 - June 2015
The Annuity Store November 2013 - June 2014
Thrive Income Distribution Systems July 2010 - September 2013
Prudential Annuities January 2003 - May 2008
Prudential Investments June 1992 - June 2001
Skills
Business Development, Leadership, Investments, Fixed Annuities, Retirement, Mutual Funds, Management, Sales, Financial Services, Sales Management, Marketing, Account Management, Insurance, Strategic Planning, Marketing Strategy, Recruiting, Financial Advisory, Coaching, Variable Annuities, Market Planning, Retirement Planning, Life Insurance, Financial Planning, Long-term Care, Finance, Wealth Management, Investment Management, Portfolio Management
Education
Northern Arizona University
BSBA, Business - Finance
Dixie Financial Planning & Insurance June 2006 - Present
HW Dunn Financial June 1979 - Present
United Health Care January 2013 - Present
Partners Advantage Insurance Services, LLC 2010 - 2014
Skills
Retirement Planning, Medicare, Insurance, Health Insurance, Long-term Care, Financial Services, Long Term Care Insurance, Whole Life, Term Life Insurance, Fixed Annuities, Financial Planners, Disability Insurance, Life Insurance, Customer Service
Education
Brigham Young University 1992 — 1996
MPA, Public Adm
Southern Utah University 1982 — 1984
B.S., Business Mgt/Bus Ed
Dixie State University 1979 — 1981
A.S., General Ed/Marketing
Dixie College 1975 — 1979
A.S., General Ed & Marketing
Partners Advantage Insurance Services, LLC July 2010 - Present
Proof of Life Media, LLC April 2009 - Present
BarTag March 2009 - Present
Elecore Architectural Accents April 2003 - September 2009
Skills
Strategic Planning, Sales, Customer Service, Insurance, Mobile Applications, Health Insurance, Disability Insurance, Life Insurance, Project Planning, Strategic Financial..., Team Building, System Administration, Business Development, Financial Analysis, Public Speaking, Small Business, Microsoft Office, Fixed Annuities, Recruiting, Project Management, Term Life Insurance, Active Directory, Coaching, Employee Benefits, Security, Troubleshooting, Microsoft Excel, Product Development, Investments, Retirement, Underwriting, Social Media, Leadership Development, Marketing, Retirement Planning
Education
Chapman University 2007 — 2009
BA, Business Management - Organizational Leadership
Optima Financial & Insurance Services November 2013 - Present
Partners Advantage Insurance Services, LLC July 2013 - October 2013
Partners Advantage Insurance Services, LLC August 2011 - July 2013
Partners Advantage Insurance Services, LLC May 2006 - August 2011
Skills
Life Insurance, Underwriting, Fixed Annuities, Insurance, Term Life Insurance, Retirement, Brokers, Universal Life, Property & Casualty..., Disability Insurance, Long-term Care, Health Insurance, Employee Benefits, Retirement Planning, 401k, Estate Planning, Whole Life, Strategic Financial..., Series 63, Long Term Care Insurance, Wealth Management, Series 6, Financial Advisory, Pensions, Financial Planners, Investments, Small Business, Financial Planning
Education
North Dakota State University 2001 — 2006
BS, Marketing
Strategic Wealth, LLC 1994 - Present
Partners Advantage Insurance Services, LLC January 2011 - March 2012
Old Mutual February 2008 - December 2010
Transamerica Reinsurance 2005 - 2008
Jackson National Life 2004 - 2005
AEGON 2001 - 2004
Transamerica Insurance and Investment Group (Aegon USA) 1997 - 2001
Skills
Insurance, Wealth Management, Life Insurance, Leadership, Financial Advisory, Sales Management, Wealth, Team Building, Securities, Retirement Planning, Strategy, Retirement, Management Consulting, Disability Insurance, Financial Planners, 401k, Long-term Care, Product Development, Investments, Estate Planning, Employee Benefits, Strategic Financial..., IRAs, Sales, Qualified Retirement..., Non-Qualified Deferred..., Investment Management, Portfolio Management, Investment Advisory, Plannning, Tax, Mutual Funds, Cash Flow, Exit Strategies, Annuity, Exit Planning, Succession Planning, Legacy Planning, Tax Reduction Strategies, Cash Flow Strategies, Management, Financial Services, Strategic Planning, Marketing, Risk Management, Finance
Education
Piedmont College 1993 — 1995
BA, Business/Finance
self June 2012 - Present
Self May 2003 - June 2013
Partners Advantage Insurance Services, LLC July 2012 - March 2013
Lexington Mutual Agency June 2012 - March 2013
Skills
Lead Generation, Online Advertising, Marketing Strategy, Direct Marketing, Email Marketing, New Business Development, Advertising, Marketing, PPC, Social Media Marketing, Online Marketing, SEO, Insurance, B2B, Life Insurance, Media Buying, Universal Life, Database Marketing, Business Planning, Debt Settlement, B2B Marketing, Web Marketing, CRM, Direct Mail, Online Lead Generation, Affiliate Marketing
Education
Brooklyn College
City University of New York-Brooklyn College
Business Administration and Management, General
Partners Advantage Insurance Services, LLC May 2010 - Present
West Cost Medical Interpreters January 2008 - April 2010
Skills
Long-term Care, Term Life Insurance, Life Insurance, Insurance, Management, Disability Insurance, Retirement Planning, Health Insurance, Employee Benefits, Fixed Annuities, Whole Life, Underwriting, Small Business, Retirement, Financial Planning, Program Management, Data Entry, Universal Life, Marketing, Problem Solving, Business Process, Sales Process, Customer Service
Education
San Bernardino Valley College 2006 — 2008
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Concorde Career College-San Bernardino 2005 — 2006
Medical Assistant, Nursing Administration
Virtual Outsourcing Solutions, Inc. November 2013 - Present
Partners Advantage Insurance Services, LLC July 2012 - July 2015
Riverside Recovery Resources May 2010 - July 2012
eLocal Listing, LLC September 2007 - May 2010
American Home Craft, Inc January 2005 - September 2007
San Diego Firemans' Relief Association May 2001 - September 2004
Skills
Leadership, Management, Human Resources, Personnel Management, Recruiting, Employee Relations, HRIS, Salesforce.com, Compensation & Benefits, Budgets, SEO, SEM, PPC, Online Advertising, Strategic Partnerships, Negotiation, Compensation & Benefit, Leadership Development, Online Marketing, SPHR, Web Design, Google Adwords, Program Assessment, Policy Writing, Employment Law..., Organizational..., ADP Payroll, Multi-state Payroll..., HR Consulting, Mergers & Acquisitions, Change Management, Talent Management, Strategy, Customer Service
Education
Chapman University 2005 — 2006
Certficate in Human Resource Management, Human Resources Management and Services
University of California, San Diego
Certficate Program - Human Resource Managment
Tom's Truck Center June 2010 - Present
Tom's Truck Center June 2010 - June 2011
Partners Advantage Insurance Services, LLC December 2004 - January 2010
Skills
Leadership Development, Employee Benefits, Microsoft Office, Underwriting, Health Insurance, Small Business, Customer Service, Leadership, Workers Compensation, Sales, Time Management, Management, Human Resources, Training, Insurance, Recruiting, Organizational..., Marketing, Process Improvement, Strategic Planning, Event Planning, Automotive, Employee Relations, Account Management, Customer Satisfaction, Sales Management, Team Building
Education
California State University-Long Beach 2000 — 2004
Bachelor of Arts, Human Development
Cabrillo High School 1994 — 1998
Diploma, General Studies
RBC December 2014 - Present
Partners Advantage Insurance Services, LLC October 2012 - November 2014
LeClair Insurance September 2009 - October 2012
Travelers March 2007 - September 2009
Cargill January 2001 - March 2007
State of Minnesota 1998 - 2001
Skills
Life Insurance, Recruiting, Fixed Annuities, Strategic Planning, Talent Management, Training, Marketing, Employee Engagement, Deferred Compensation, Leadership, Strategic Planning &..., High Performance Work..., Employee Relations, HR Consulting, Change Management, Employment Law, Policy Writing &..., Investigations & Risk..., Key Account..., Disability Insurance, Dispute Resolution, Business Solution
Education
University of Minnesota-Twin Cities 1988 — 1992
Bachelor's degree, Sociology (Law, Criminology & Deviance)
Partners Advantage Insurance Services, LLC August 2014 - Present
Best Insurance Direct, Inc January 1991 - July 2014
The Bollinger Group January 2010 - April 2014
Trigon-Mid South January 1991 - January 1999
Skills
Fixed Annuities, Retirement Planning, Retirement, Long-term Care, Long Term Care Insurance, Insurance, Life Insurance, Wealth, Wealth Management..., Investments, IRAs, Term Life Insurance, Financial Planners, 401k, Disability Insurance, Customer Service, Small Business, Health Insurance, Indexed Annuities, Investment Advisory, Wealth Management, Estate Planning, Roth IRA, Employee Benefits, Universal Life, Whole Life, Critical Illness, 401k Rollovers, Financial Services, Finance, Immediate Annuities, Portfolio Management, Wealth Accumulation, Strategic Financial..., Pensions, Personal Finance, Underwriting, Financial Planning, Retirement Income..., Brokers, Asset Protection, Investment Strategies, Asset Allocation, Personal Financial..., Social Security, Social Security..., Social Security Planning, Retirement Income..., Retirement Income..., Thrive U Case Design...
Education
Institute of Business & Finance 2011 — 2011
Certified Annuity Specialist, Annuities
The American College 2015 — 2016
Retirement Income Certified Professional
Mercer University 1973 — 1976
Sales Management
Oglethorpe University 1972 — 1973
Sales - Psycology - Management
Partners Advantage Insurance Services, LLC May 2015 - Present
Northwestern Mutual November 2012 - February 2015
Skills
Sales
Education
Laguna Hills High School
The University of North Dakota
Partners Advantage Insurance Services, LLC January 2005 - Present
Skills
Retirement Planning, Life Insurance, Fixed Annuities, Retirement, Disability Insurance, Pensions, Estate Planning, Strategic Financial..., Long Term Care Insurance, Wealth Management, Investments, Small Business, Long-term Care, Financial Planners, Financial Advisory, Employee Benefits, Underwriting, 401k, Series 63
Education
California State University-Fullerton - College of Business and Economics 1988 — 1990
Bachelor of Arts (B.A.), Accounting
Brigham Young University 1986 — 1988
BA, Accounting
Cerritos College
Accounting and Business/Management
Cerritos High School
Allegiance Marketing Group June 2014 - Present
Partners Advantage Insurance Services, LLC May 2013 - June 2014
Allianz Life Insurance Company of North America November 2012 - April 2013
Allianz Life Insurance Company of North America December 2010 - November 2012
Foresters July 2007 - December 2010
Marsh & McLennan Companies, Inc. June 2004 - July 2007
Education
University of Minnesota-Twin Cities 2009 — 2009
Certificate in Festival and Event Management, Tourism Center
University of Wisconsin-Madison - School of Business 2000 — 2004
BBA, Risk Management & Insurance
e4 Brokerage, LLC January 2015 - Present
e4 Brokerage, LLC November 2009 - December 2014
Partners Advantage Insurance Services, LLC January 2005 - November 2009
Skills
Annuities, Insurance, Term Life Insurance, Retirement Planning, Estate Planning, Retirement, Financial Planning, Sales Management, Fixed Annuities, Wealth Management, Life Insurance, Underwriting, Health Insurance, Strategic Financial..., 401k, Long-term Care, Whole Life, Brokers
Education
North Dakota State University
North American Company for Life and Health Insurance March 2015 - Present
North American Company for Life and Health Insurance May 2009 - March 2015
Volt Technical Resources September 2008 - February 2009
Partners Advantage Insurance Services, LLC July 2006 - July 2008
Partners Advantage Insurance Services, LLC March 2006 - July 2006
Skills
Marketing, Insurance, Training, Life Insurance, Sales, Recruiting, Account Management, Sales Management, Competitive Analysis, Strategy
Education
Minnesota State University, Moorhead
B.S. in Marketing
Partners Advantage Insurance Services, LLC January 2010 - Present
Partner IMO January 1998 - Present
American Brokerage Services January 1997 - Present
Northstar Marketing - John Alden Life Insurance January 1994 - December 1996
Prudential Life Isurance September 1990 - December 1993
Skills
Insurance, Life Insurance, Term Life Insurance, Whole Life, Estate Planning, Retirement Planning, Fixed Annuities, Brokers, IRAs, Long-term Care, Disability Insurance, 401k, Premium Financing, Long Term Care Insurance, Retirement, Financial Planners, Life Settlements, Wealth Management, Financial Planning
Education
Drexel University - LeBow College of Business 1985 — 1990
BS, FINANCE
Cardinal O'Hara High School 1981 — 1985
College Prepratory
Partners Advantage Insurance Services, LLC December 2009 - Present
Disney English September 2011 - September 2012
MetLife Financial Services August 2008 - January 2010
Skills
Life Insurance, Fixed Annuities, Tax Credits, Teaching English as a..., Public Speaking, Strategic Planning, Research, Community Outreach, Analysis, Management, Marketing, Coaching, Outlook, Interviews
Education
University of California, Santa Barbara 2006 — 2008
Bachelor of Arts (B.A.), Business Economics with an emphasis in Accounting, 3.47
Partners Advantage Insurance Services, LLC February 2009 - Present
Partners Advantage Insurance Services, LLC February 2009 - March 2011
Richard S. Bernstein & Associates October 2006 - January 2009
Professional Planners Marketing Group September 2004 - October 2006
Russ Berrie Inc January 2001 - January 2003
Skills
Insurance Brokerage, Direct to Consumer, Marketing, Underwriting, Risk Assessment, Collections, Crisis Management, Term Life Insurance, Life Insurance, Disability Insurance, Small Business, New Business Development, Long-term Care, Universal Life, Health Insurance, Whole Life
Education
Passaic County Community College
Associate of Humanities (A.A.), The Human condition
Simple Health Advisors, LLC 2012 - Present
Partners Advantage Insurance Services, LLC 2012 - 2015
UnitedHealth Group March 2013 - August 2014
Health First July 2011 - July 2013
UnitedHealthcare June 2009 - July 2011
Humana June 2006 - June 2009
Nations Health August 2003 - June 2006
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, Public Speaking, Strategic Planning, Training, Marketing, Sales, Health Insurance, Healthcare, Insurance, Leadership, Management
Education
Western Governors University 2012 — 2014
University of South Carolina-Columbia 2001 — 2004
Partners Advantage Insurance Services, LLC May 2007 - Present
Maxx Financial 2007 - 2008
Sunderland Group May 2001 - May 2007
Menards June 2000 - May 2001
Skills
Annuity, Insurance, Retirement Planning, Case Analysis, Product Marketing, Income Planning, Fixed Annuities, Retirement, Financial Goals, Life Insurance, Term Life Insurance, Strategic Financial..., Financial Planners, Financial Advisory, Financial Services, Variable Annuities, 401k, Estate Planning, IRAs, Whole Life, Insurance Brokerage, Pensions, Sales, Marketing, Management, Financial Planning
Education
Bemidji State University 1995 — 2000
Bachelors, Finance, MIS
Partners Advantage Insurance Services, LLC 2012 - Present
Farmers Insurance May 2007 - March 2012
Skills
Insurance Claims, Adjusting, Casualty, Auto Liability, Property & Casualty..., Coverage, General Liability, Liability
Education
California State University-Fullerton
Partners Advantage Insurance Services, LLC August 2008 - Present
Affordable RV July 2006 - June 2008
Eadie and Payne, LLP January 1997 - July 2006
Skills
Small Business, Financial Reporting, Financial Accounting, Corporate Tax, Microsoft Excel, Strategic Planning, Income Tax, Probate Administration
Education
Cal Poly Pomona 1992 — 1997
Bachelor of Science, Accounting
Partners Advantage Insurance Services, LLC
Skills
Insurance, Retirement, Underwriting, Strategic Planning, Sales Management, Retirement Planning, Fixed Annuities, Strategic Financial..., Life Insurance, Employee Benefits, Financial Advisory, Estate Planning, Investments, Wealth Management, Small Business, Public Speaking, Business Development, Term Life Insurance, New Business Development, Brokers, Disability Insurance, Health Insurance
Education
St. Olaf College
Wells Fargo February 2013 - Present
Wells Fargo Home Mortgage June 2008 - August 2013
Partners Advantage Insurance Services, LLC August 2012 - February 2013
Skills
Mortgage Banking, Marketing, Customer Service, Underwriting, Employee Benefits, Management, Sales, Microsoft Excel, Home Equity Loans, Tax Returns
Education
Lehigh University - College of Business and Economics 1999 — 2003
Finance, General