Security First Group
Description
Address: 255 Bank St, Waterbury, CT 06702 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (203) 574-5200Place name: : : Category: : Website: : : : Website: http://www.securityfirst.net/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. 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 Security First Insurance Group Posting publicly on the Web Write a review Reviews 3 Google reviews
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Security First Group Employees
Employee
Years
Job
Industry
Steven Ruffini Steven Ruffini's Security First Group Experience 1998 - 2001
Job Sales Vice President
Industry Insurance
Experience
Highland Capital Brokerage November 2011 - Present
AIM Systems, Inc. August 2008 - November 2011
AIG American General 2006 - 2008
Fidelity Investments January 2003 - January 2005
John Hancock 2000 - 2002
Security First Group 1998 - 2001
Skills
Estate Planning, Life Insurance, Insurance, Sales, Series 7, Strategic Planning, Leadership, Business Planning, Retirement, Team Building, Financial Analysis, Fixed Annuities, Mutual Funds, Retirement Planning
Education
Ferris State University 1980 — 1982
BS, Business
Highland Capital Brokerage November 2011 - Present
AIM Systems, Inc. August 2008 - November 2011
AIG American General 2006 - 2008
Fidelity Investments January 2003 - January 2005
John Hancock 2000 - 2002
Security First Group 1998 - 2001
Skills
Estate Planning, Life Insurance, Insurance, Sales, Series 7, Strategic Planning, Leadership, Business Planning, Retirement, Team Building, Financial Analysis, Fixed Annuities, Mutual Funds, Retirement Planning
Education
Ferris State University 1980 — 1982
BS, Business
Larry Barnett Larry Barnett's Security First Group Experience March 1976 - October 1983
Job Creative Director at Lawrence Barnett
Industry Marketing and Advertising
Experience
Lawrence Barnett January 2014 - Present
Mitchell International April 1986 - February 2014
BioSafety Systems November 1983 - October 1985
Security First Group March 1976 - October 1983
Skills
Graphic Design, Copywriting, Marketing, Creative Strategy, Creative Direction, Creative Writing, Email Marketing, Graphics, SEO, Product Development, Dreamweaver, Web Design, Content Development, Adobe Creative Suite, Social Media Marketing, InDesign, Newsletters, Marketing Communications, Google Analytics, Content Strategy, Web Content, Social Media, Advertising, Strategic Partnerships, Copy Editing, Publications, Blogging, Facebook, SEO copywriting, Online Marketing, Editing, WordPress
Education
UCLA 1971 — 1976
Bachelor of Arts (BA), History
Lawrence Barnett January 2014 - Present
Mitchell International April 1986 - February 2014
BioSafety Systems November 1983 - October 1985
Security First Group March 1976 - October 1983
Skills
Graphic Design, Copywriting, Marketing, Creative Strategy, Creative Direction, Creative Writing, Email Marketing, Graphics, SEO, Product Development, Dreamweaver, Web Design, Content Development, Adobe Creative Suite, Social Media Marketing, InDesign, Newsletters, Marketing Communications, Google Analytics, Content Strategy, Web Content, Social Media, Advertising, Strategic Partnerships, Copy Editing, Publications, Blogging, Facebook, SEO copywriting, Online Marketing, Editing, WordPress
Education
UCLA 1971 — 1976
Bachelor of Arts (BA), History
Ben Stephenson Ben Stephenson's Security First Group Experience January 1994 - January 1999
Job Top Leader, Isagenix Independent Associate
Industry Health, Wellness and Fitness
Experience
Isagenix July 2011 - Present
Wells Fargo Advisors September 2012 - February 2013
Morgan Stanley February 2010 - January 2012
Entrepreneur January 2006 - January 2010
MassMutual Financial Group January 2002 - December 2005
MetLife August 1998 - December 2001
Security First Group January 1994 - January 1999
Skills
Coaching, Leadership, Public Speaking, Entrepreneurship, Training, Marketing Strategy, International Business, Relationship Marketing, Human Nutrition, Investments, Strategic Financial..., Business Development, Small Business, Insurance, Social Networking, Retirement Planning, Financial Services, Finance
Education
Texas Christian University 1978 — 1981
Bachelor of Fine Arts (BFA), Theater
University of Missouri-Kansas City Henry W. Bloch School of Management
Certificate In Financial Planning
Isagenix July 2011 - Present
Wells Fargo Advisors September 2012 - February 2013
Morgan Stanley February 2010 - January 2012
Entrepreneur January 2006 - January 2010
MassMutual Financial Group January 2002 - December 2005
MetLife August 1998 - December 2001
Security First Group January 1994 - January 1999
Skills
Coaching, Leadership, Public Speaking, Entrepreneurship, Training, Marketing Strategy, International Business, Relationship Marketing, Human Nutrition, Investments, Strategic Financial..., Business Development, Small Business, Insurance, Social Networking, Retirement Planning, Financial Services, Finance
Education
Texas Christian University 1978 — 1981
Bachelor of Fine Arts (BFA), Theater
University of Missouri-Kansas City Henry W. Bloch School of Management
Certificate In Financial Planning
Cheryl Koenig, CRPC Cheryl Koenig, CRPC's Security First Group Experience 1996 - 1998
Job Retirement Plan Consultant at Transamerica
Industry Financial Services
Experience
Transamerica April 2013 - Present
Van Kampen Investments 1999 - 2004
Van Kampen Funds 1998 - 1999
Security First Group 1996 - 1998
Skills
Mutual Funds, Series 7, Series 63, Licensed Life Insurance..., Variable Annuities, ETFs, Unit Investment Trusts, 403b, Retirement Planning, Securities, Wealth Management
Education
Northern Illinois University 1993 — 1996
Business, Finance
Transamerica April 2013 - Present
Van Kampen Investments 1999 - 2004
Van Kampen Funds 1998 - 1999
Security First Group 1996 - 1998
Skills
Mutual Funds, Series 7, Series 63, Licensed Life Insurance..., Variable Annuities, ETFs, Unit Investment Trusts, 403b, Retirement Planning, Securities, Wealth Management
Education
Northern Illinois University 1993 — 1996
Business, Finance
Edward Shelley Edward Shelley's Security First Group Experience January 1997 - September 2004
Job Financial Services Representative, Financial Advisor at MetLife
Industry Financial Services
Experience
MetLife September 2004 - Present
Security First Group January 1997 - September 2004
The Holden Group May 1992 - January 1997
Skills
Fixed Annuities, Variable Annuities, Disability Insurance, Estate Conservation..., Education Funding, IRA..., Long Term Care Insurance, Mortgage Protection..., Medicare Supplement..., Pension Payout..., Pension..., Mutual Funds, Tax Sheltered..., Term Life Insurance, Universal Life Insurance, Variable Universal Life..., Whole Life Insurance, Charitable Gift
Education
Salem State University 1986 — 1991
Bachelor's Degree
MetLife September 2004 - Present
Security First Group January 1997 - September 2004
The Holden Group May 1992 - January 1997
Skills
Fixed Annuities, Variable Annuities, Disability Insurance, Estate Conservation..., Education Funding, IRA..., Long Term Care Insurance, Mortgage Protection..., Medicare Supplement..., Pension Payout..., Pension..., Mutual Funds, Tax Sheltered..., Term Life Insurance, Universal Life Insurance, Variable Universal Life..., Whole Life Insurance, Charitable Gift
Education
Salem State University 1986 — 1991
Bachelor's Degree
Deborah Kavanagh's Security First Group Experience April 1994 - May 1999
Job Sales Management Professional
Industry Financial Services
Experience
Carroll Enterprises, Worcester, MA August 2006 - December 2006
MetLife Resources September 2001 - December 2005
MetLife Resources May 1999 - September 2001
Security First Group April 1994 - May 1999
Security First Group August 1993 - April 1994
Security First Group June 1992 - August 1993
Education
Boston College
BA, magna cum laude
Carroll Enterprises, Worcester, MA August 2006 - December 2006
MetLife Resources September 2001 - December 2005
MetLife Resources May 1999 - September 2001
Security First Group April 1994 - May 1999
Security First Group August 1993 - April 1994
Security First Group June 1992 - August 1993
Education
Boston College
BA, magna cum laude
Kathryn Piccolotti's Security First Group Experience June 2007 - October 2009
Job Companion / Caregiver at CareGivers America
Industry Consumer Services
Experience
CareGivers America January 2013 - Present
Independent Business Assistant 2010 - Present
Eastern Insurance Group October 2009 - June 2010
Security First Group June 2007 - October 2009
Big Lots 2005 - 2006
Dollar Tree Stores 2001 - 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, QuickBooks, Microsoft Word, Meeting Scheduling, Mail Merge, Receptionist Duties, Office Management, Secretarial Skills, Typing, Cashiering, Retail Category..., Administrative..., Account Management, Accounts Payable, Bookkeeping, Loss Prevention, Supply Ordering, Office Equipment, Accounts Receivable, Personal Care Services, Data Entry, Account Reconciliation, Personal Health, Warehouse Management, Telephone Skills, Spreadsheets, Retail, Process Scheduler
Education
Luzerne County Community College 1989 — 1992
General Studies
E.L. Meyers High School 1984 — 1989
Diploma, Business / College Prep
CareGivers America January 2013 - Present
Independent Business Assistant 2010 - Present
Eastern Insurance Group October 2009 - June 2010
Security First Group June 2007 - October 2009
Big Lots 2005 - 2006
Dollar Tree Stores 2001 - 2005
Skills
Customer Service, Microsoft Excel, Microsoft Office, QuickBooks, Microsoft Word, Meeting Scheduling, Mail Merge, Receptionist Duties, Office Management, Secretarial Skills, Typing, Cashiering, Retail Category..., Administrative..., Account Management, Accounts Payable, Bookkeeping, Loss Prevention, Supply Ordering, Office Equipment, Accounts Receivable, Personal Care Services, Data Entry, Account Reconciliation, Personal Health, Warehouse Management, Telephone Skills, Spreadsheets, Retail, Process Scheduler
Education
Luzerne County Community College 1989 — 1992
General Studies
E.L. Meyers High School 1984 — 1989
Diploma, Business / College Prep
Robin Meyers-Husen Robin Meyers-Husen's Security First Group Experience November 1992 - December 1998
Job Family Service Counselor, Stygar Family of Funeral Services & Precoa
Industry Insurance
Experience
Stygar Family of Funeral Services & Precoa September 2014 - Present
Outside Sales Rep - Independent Contractor January 2008 - October 2010
Brady/Varitronics March 2006 - December 2007
Americare Insurance August 2002 - June 2003
Farmers Insurance June 1999 - May 2002
Security First Group November 1992 - December 1998
Skills
Leadership, Business Planning, Sales, Leadership Development, Training, Small Business, Coaching, Marketing, New Business Development, Salesforce.com, Recruiting, Insurance, Employee Benefits, Strategic Planning, Marketing Strategy, Team Building, Public Speaking, Trade Shows, Interviews, Market Planning, Business Development, Selling
Education
Lindenwood University
B.A., Art, emphasis Advertising
Parkway Central High School 1981 — 1984
Graduated
Stygar Family of Funeral Services & Precoa September 2014 - Present
Outside Sales Rep - Independent Contractor January 2008 - October 2010
Brady/Varitronics March 2006 - December 2007
Americare Insurance August 2002 - June 2003
Farmers Insurance June 1999 - May 2002
Security First Group November 1992 - December 1998
Skills
Leadership, Business Planning, Sales, Leadership Development, Training, Small Business, Coaching, Marketing, New Business Development, Salesforce.com, Recruiting, Insurance, Employee Benefits, Strategic Planning, Marketing Strategy, Team Building, Public Speaking, Trade Shows, Interviews, Market Planning, Business Development, Selling
Education
Lindenwood University
B.A., Art, emphasis Advertising
Parkway Central High School 1981 — 1984
Graduated
Rob McGrorty CFS Rob McGrorty CFS's Security First Group Experience 1995 - 1999
Job Senior Business Development Manager at Your Vision Financial Services
Industry Financial Services
Experience
Your Vision Financial Services May 2015 - Present
Palomar Financial Services, LLC May 2014 - Present
Your Vision Financial Services - A Retirement Income Company December 2013 - Present
Jackson National Life Distributors LLC 1999 - December 2013
Jackson National 1999 - December 2013
Security First Group 1995 - 1999
Skills
Variable Annuities, Series 6, Series 63, Mutual Funds, Fixed Annuities, Series 7, Separately Managed..., Series 65, 401k, Series 24, Retirement Planning, Retirement, FINRA, Asset Allocation, Uniform Combined State..., Life Insurance, Financial Advisory, IRAs, Wealth Management, ETFs, Alternative Investments, Securities, Investment Advisory
Education
Lebanon Valley College 1977 — 1982
BS, Business Admistration
Nassau Community College 1979 — 1980
Business Admin
Your Vision Financial Services May 2015 - Present
Palomar Financial Services, LLC May 2014 - Present
Your Vision Financial Services - A Retirement Income Company December 2013 - Present
Jackson National Life Distributors LLC 1999 - December 2013
Jackson National 1999 - December 2013
Security First Group 1995 - 1999
Skills
Variable Annuities, Series 6, Series 63, Mutual Funds, Fixed Annuities, Series 7, Separately Managed..., Series 65, 401k, Series 24, Retirement Planning, Retirement, FINRA, Asset Allocation, Uniform Combined State..., Life Insurance, Financial Advisory, IRAs, Wealth Management, ETFs, Alternative Investments, Securities, Investment Advisory
Education
Lebanon Valley College 1977 — 1982
BS, Business Admistration
Nassau Community College 1979 — 1980
Business Admin
Lisa Daris Lisa Daris's Security First Group Experience March 1993 - September 2006
Job Human Resources and Accounting Professional
Industry Human Resources
Experience
The Times Leader September 2009 - September 2013
The Times Leader September 2006 - September 2009
Security First Group March 1993 - September 2006
Skills
Newspapers, Human Resources, Public Relations, Budgets, Editing, Online Advertising, Strategic Planning, Team Building, Social Media Marketing, Employee Benefits, Social Media, Customer Service, Advertising Sales, Publishing, Organizational..., Copy Editing, Advertising, Business Analysis, Ethics, Press Releases, Social Networking
Education
King's College
Accounting
Luzerne County Community College
The Times Leader September 2009 - September 2013
The Times Leader September 2006 - September 2009
Security First Group March 1993 - September 2006
Skills
Newspapers, Human Resources, Public Relations, Budgets, Editing, Online Advertising, Strategic Planning, Team Building, Social Media Marketing, Employee Benefits, Social Media, Customer Service, Advertising Sales, Publishing, Organizational..., Copy Editing, Advertising, Business Analysis, Ethics, Press Releases, Social Networking
Education
King's College
Accounting
Luzerne County Community College
Don Vickers Don Vickers's Security First Group Experience 1976 - 1978
Job Cash Flow Consultant who increases your business and personal cash flow. CEO, Better Financial Services, Inc.
Industry Financial Services
Experience
Better Financial Services, Inc. 1984 - Present
The Kneedler-Fauchere Group 1979 - 2003
Security First Group 1976 - 1978
Ernst & Young 1973 - 1976
Skills
Funding, Finance, Marketing, Cash Flow, Investments, Mergers & Acquisitions, Strategic Financial..., Analysis, MIS, Mergers, Negotiation, Strategy, Sales, Management, Accounting, Sales Management, Real Estate, Mortgage Lending, Auditing, Corporate Finance, Small Business, Executive Management, Financial Planning, Business Planning
Education
Western CPE
Estate and Financial Planning for the Older Client
Western CPE
Asset Protection Strategies
American Cash Flow Association
CCFC Certified Cash Flow Consultant, Cash Flow
California Board of Accountancy
CPA
California State University-Northridge
BS, Accounting, Business
Crescenta Valley (Glendale School District)
Better Financial Services, Inc. 1984 - Present
The Kneedler-Fauchere Group 1979 - 2003
Security First Group 1976 - 1978
Ernst & Young 1973 - 1976
Skills
Funding, Finance, Marketing, Cash Flow, Investments, Mergers & Acquisitions, Strategic Financial..., Analysis, MIS, Mergers, Negotiation, Strategy, Sales, Management, Accounting, Sales Management, Real Estate, Mortgage Lending, Auditing, Corporate Finance, Small Business, Executive Management, Financial Planning, Business Planning
Education
Western CPE
Estate and Financial Planning for the Older Client
Western CPE
Asset Protection Strategies
American Cash Flow Association
CCFC Certified Cash Flow Consultant, Cash Flow
California Board of Accountancy
CPA
California State University-Northridge
BS, Accounting, Business
Crescenta Valley (Glendale School District)
Christy Full Christy Full's Security First Group Experience September 1990 - February 2002
Job
Industry Human Resources
Experience
HR and Business Operational Consulting Services May 2012 - Present
Walton Isaacson May 2011 - April 2012
Macerich December 2006 - May 2011
Veridigm, Inc. September 2006 - December 2006
Craig Murray Productions October 2002 - August 2006
Security First Group September 1990 - February 2002
Skills
Human Resources, Employee Relations, HRIS, Personnel Management, Recruiting, Start-ups, Deferred Compensation, Performance Management, Employee Benefits, Internal Communications, Payroll, Facilities Management, Talent Management, Mergers & Acquisitions, Facility Relocation, Employee Training, Compensation Strategies, Compensation & Benefits..., Event Planning, Employee Handbooks, Internal Investigations, Succession Planning, Terminations, Management, Strategy, Interviews, Program Management
Education
University of Notre Dame 1982 — 1986
B.A., Psychology & Computer Applications
Mount St. Mary's College
M.S., Clinical Psychology
HR and Business Operational Consulting Services May 2012 - Present
Walton Isaacson May 2011 - April 2012
Macerich December 2006 - May 2011
Veridigm, Inc. September 2006 - December 2006
Craig Murray Productions October 2002 - August 2006
Security First Group September 1990 - February 2002
Skills
Human Resources, Employee Relations, HRIS, Personnel Management, Recruiting, Start-ups, Deferred Compensation, Performance Management, Employee Benefits, Internal Communications, Payroll, Facilities Management, Talent Management, Mergers & Acquisitions, Facility Relocation, Employee Training, Compensation Strategies, Compensation & Benefits..., Event Planning, Employee Handbooks, Internal Investigations, Succession Planning, Terminations, Management, Strategy, Interviews, Program Management
Education
University of Notre Dame 1982 — 1986
B.A., Psychology & Computer Applications
Mount St. Mary's College
M.S., Clinical Psychology
Michelle Kane Michelle Kane's Security First Group Experience June 1993 - October 1996
Job Social Media | PR Campaigns | Marketing Strategy | Training
Industry Marketing and Advertising
Experience
Black Hills PR January 2011 - Present
Lynn, Jackson, Shultz & Lebrun, P.C. April 2007 - January 2011
The Physical Therapy Clinics August 2002 - April 2007
Worldcom/MCI October 1996 - August 2002
Security First Group June 1993 - October 1996
Altera November 1992 - June 1993
ADSPEAK Inc. May 1989 - November 1992
Skills
Social Media Marketing, Social Media, Public Relations, Marketing Strategy, Digital Media, Public Speaking, Marketing Communications, Facebook, Digital Strategy, Direct Marketing, Creative Direction, Copywriting, Market Research, Entrepreneurship, Advertising, Marketing, Google Analytics, Project Management, Corporate Branding, Web Analytics, Press Releases, Corporate Communications, Management
Education
San Jose State University 1986 — 1992
BA, Advertising
Black Hills PR January 2011 - Present
Lynn, Jackson, Shultz & Lebrun, P.C. April 2007 - January 2011
The Physical Therapy Clinics August 2002 - April 2007
Worldcom/MCI October 1996 - August 2002
Security First Group June 1993 - October 1996
Altera November 1992 - June 1993
ADSPEAK Inc. May 1989 - November 1992
Skills
Social Media Marketing, Social Media, Public Relations, Marketing Strategy, Digital Media, Public Speaking, Marketing Communications, Facebook, Digital Strategy, Direct Marketing, Creative Direction, Copywriting, Market Research, Entrepreneurship, Advertising, Marketing, Google Analytics, Project Management, Corporate Branding, Web Analytics, Press Releases, Corporate Communications, Management
Education
San Jose State University 1986 — 1992
BA, Advertising
Kathran J. Martin, CFP Kathran J. Martin, CFP's Security First Group Experience 1976 - 1984
Job President Elite Advisor Group, LLC
Industry Financial Services
Experience
Elite Advisor Group, LLC January 1999 - Present
Elite Advisor Group, LLC 1999 - Present
AnnuityFinancial Services, Inc January 1980 - March 2010
Prospect Digital November 1994 - November 1998
Security First Group 1976 - 1984
Skills
Marketing, Strategic Consulting, Sales&Marketing, Insurance, Securities, Training, Fixed Annuities, Retirement, Program Management, Estate Planning, Strategic Financial..., Sales, IRAs, Financial Advisory, Product Development, Retirement Planning, Investments, Distribution Strategies, Risk Management, Website consulting and..., Business Planning, Marketing Strategy, Marketing Communications, Product Marketing, Business Advisory, Small Business, Strategic Planning, Sales Process, Financial Services, Wealth Management, Financial Planners, Leadership, 401k, Long Term Care Insurance, Life Insurance, Wealth, Finance, Long-term Care, Financial Planning, Term Life Insurance
Education
Pepperdine University
Bachelor's degree, Debate, Communication Studies, Business management
Pepperdine University School of Law
University of California, Santa Barbara
BA Communication Studies, Debate/Communication Studies/ Business
Elite Advisor Group, LLC January 1999 - Present
Elite Advisor Group, LLC 1999 - Present
AnnuityFinancial Services, Inc January 1980 - March 2010
Prospect Digital November 1994 - November 1998
Security First Group 1976 - 1984
Skills
Marketing, Strategic Consulting, Sales&Marketing, Insurance, Securities, Training, Fixed Annuities, Retirement, Program Management, Estate Planning, Strategic Financial..., Sales, IRAs, Financial Advisory, Product Development, Retirement Planning, Investments, Distribution Strategies, Risk Management, Website consulting and..., Business Planning, Marketing Strategy, Marketing Communications, Product Marketing, Business Advisory, Small Business, Strategic Planning, Sales Process, Financial Services, Wealth Management, Financial Planners, Leadership, 401k, Long Term Care Insurance, Life Insurance, Wealth, Finance, Long-term Care, Financial Planning, Term Life Insurance
Education
Pepperdine University
Bachelor's degree, Debate, Communication Studies, Business management
Pepperdine University School of Law
University of California, Santa Barbara
BA Communication Studies, Debate/Communication Studies/ Business
Sandy Baltimore Sandy Baltimore's Security First Group Experience June 2004 - October 2009
Job Insurance Agent/Registered Representative at Eastern Life and Investment Company
Industry Insurance
Experience
Eastern Life and Investment Services/Assured Partners October 2009 - Present
PIAA 2004 - Present
Montage Mountain Ski Patrol 2002 - Present
Security First Group June 2004 - October 2009
Skills
Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Health Insurance, Life Insurance, Retirement, Property & Casualty..., Employee Benefits, Commercial Insurance, Customer Service, Term Life Insurance, Retirement Planning, IRAs, Roth IRA, Simple IRA, Casualty, Whole Life, Liability, Professional Liability, Brokers, Legal Liability, General Insurance, Casualty Insurance
Education
Thiel College
Business
Eastern Life and Investment Services/Assured Partners October 2009 - Present
PIAA 2004 - Present
Montage Mountain Ski Patrol 2002 - Present
Security First Group June 2004 - October 2009
Skills
Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Health Insurance, Life Insurance, Retirement, Property & Casualty..., Employee Benefits, Commercial Insurance, Customer Service, Term Life Insurance, Retirement Planning, IRAs, Roth IRA, Simple IRA, Casualty, Whole Life, Liability, Professional Liability, Brokers, Legal Liability, General Insurance, Casualty Insurance
Education
Thiel College
Business
Jean Harris Jean Harris's Security First Group Experience 1996 - January 1997
Job Global Presence Ambassador at Parenting 2.0
Industry Professional Training & Coaching
Experience
Parenting 2.0 August 2012 - Present
Launching Life Strategies September 2006 - Present
Money Management International 2005 - March 2012
Pasadena ISD June 2002 - January 2005
Salomon Smith Barney February 1997 - May 2002
Security First Group 1996 - January 1997
AT&T August 1982 - January 1996
Skills
Investments, Public Speaking, Coaching, Personal Finance, Customer Service, Leadership, Adult Learning Theory, Instructional Design, Management, Non-profits, Nonprofits, Program Management, Training, Finance, Analysis, Time Management, Call Centers, Team Building, Leadership Development, Sales, Workshop Facilitation, Small Business, Organizational..., Marketing, Entrepreneurship, Executive Coaching, Strategic Planning, Staff Development
Education
Certified DISC Trainer
Morgan State University
M. S., Science Education
University of Maryland College Park
B. S., Science Education
Parenting 2.0 August 2012 - Present
Launching Life Strategies September 2006 - Present
Money Management International 2005 - March 2012
Pasadena ISD June 2002 - January 2005
Salomon Smith Barney February 1997 - May 2002
Security First Group 1996 - January 1997
AT&T August 1982 - January 1996
Skills
Investments, Public Speaking, Coaching, Personal Finance, Customer Service, Leadership, Adult Learning Theory, Instructional Design, Management, Non-profits, Nonprofits, Program Management, Training, Finance, Analysis, Time Management, Call Centers, Team Building, Leadership Development, Sales, Workshop Facilitation, Small Business, Organizational..., Marketing, Entrepreneurship, Executive Coaching, Strategic Planning, Staff Development
Education
Certified DISC Trainer
Morgan State University
M. S., Science Education
University of Maryland College Park
B. S., Science Education
Michael Gilotti Michael Gilotti's Security First Group Experience October 1975 - October 1982
Job Retired
Industry Investment Management
Experience
GR-NEAM May 2007 - April 2015
Advisors Financial Solutions Inc 2005 - 2007
Phoenix Wealth Management Co 1999 - 2005
Aetna Retirement Services 1994 - 1999
Eden Financial Group October 1982 - October 1994
Security First Group October 1975 - October 1982
Skills
Mutual Funds, Investments, Asset Management, Fixed Annuities, Insurance, Wealth Management, Retirement, Financial Services, Securities, Retirement Planning, Series 24, Life Insurance, Risk Management, Finance, Variable Annuities, Financial Advisory, Asset Managment, Reinsurance, Asset Allocation, Investment Strategies, Banking, Investment Management, Alternative Investments, Marketing, Fixed Income, Strategic Planning, Management, New Business Development
Education
Penn State University 1965 — 1969
Bachelor of Arts (B.A.), Political Science and Government
GR-NEAM May 2007 - April 2015
Advisors Financial Solutions Inc 2005 - 2007
Phoenix Wealth Management Co 1999 - 2005
Aetna Retirement Services 1994 - 1999
Eden Financial Group October 1982 - October 1994
Security First Group October 1975 - October 1982
Skills
Mutual Funds, Investments, Asset Management, Fixed Annuities, Insurance, Wealth Management, Retirement, Financial Services, Securities, Retirement Planning, Series 24, Life Insurance, Risk Management, Finance, Variable Annuities, Financial Advisory, Asset Managment, Reinsurance, Asset Allocation, Investment Strategies, Banking, Investment Management, Alternative Investments, Marketing, Fixed Income, Strategic Planning, Management, New Business Development
Education
Penn State University 1965 — 1969
Bachelor of Arts (B.A.), Political Science and Government
Eric Cotte's Security First Group Experience October 1994 - January 2001
Job VP, Third Party Distribution & Consumer Direct Technology at AIG
Industry Insurance
Experience
AIG April 2013 - Present
MetLife October 2010 - March 2013
MetLife December 2003 - October 2010
BC Consulting Group January 1999 - February 2003
Security First Group October 1994 - January 2001
Forval Corporation June 1993 - August 1993
Skills
Software Development, Offshoring, Annuities, Business Strategy, Application Development, IT Strategy, Program Management, Outsourcing, Strategic Planning, Team Building, SDLC, Team Leadership, Mentoring, Risk Management, Strategy Development, Strategy, CRM, Large Scale System..., Security, Fixed Annuities, Requirements Analysis, Management, Enterprise Software, Cloud Computing, Analysis, Solution Architecture, Data Warehousing, Vendor Management, Project Management, Business Analysis, Consulting, Business Process..., IT Management, Project Portfolio..., Business Process, PMP, Process Improvement, Information Technology, Enterprise Architecture, Software Project..., PMO, Cross-functional Team..., Requirements Gathering, Management Consulting, Business Intelligence
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA
Duke University 1990 — 1994
BA
AIG April 2013 - Present
MetLife October 2010 - March 2013
MetLife December 2003 - October 2010
BC Consulting Group January 1999 - February 2003
Security First Group October 1994 - January 2001
Forval Corporation June 1993 - August 1993
Skills
Software Development, Offshoring, Annuities, Business Strategy, Application Development, IT Strategy, Program Management, Outsourcing, Strategic Planning, Team Building, SDLC, Team Leadership, Mentoring, Risk Management, Strategy Development, Strategy, CRM, Large Scale System..., Security, Fixed Annuities, Requirements Analysis, Management, Enterprise Software, Cloud Computing, Analysis, Solution Architecture, Data Warehousing, Vendor Management, Project Management, Business Analysis, Consulting, Business Process..., IT Management, Project Portfolio..., Business Process, PMP, Process Improvement, Information Technology, Enterprise Architecture, Software Project..., PMO, Cross-functional Team..., Requirements Gathering, Management Consulting, Business Intelligence
Education
University of California, Los Angeles - The Anderson School of Management 2005 — 2007
MBA
Duke University 1990 — 1994
BA
Cheryl Badger's Security First Group Experience August 1983 - January 1995
Job Principal Systems Analyst at Zenith Insurance Company (United States)
Industry Information Technology and Services
Experience
Zenith Insurance Company (United States) June 2011 - Present
Zenith Insurance April 2006 - June 2011
WMC Mortgage Corporation, an affiliate of GE Consumer Finance2003 - 2006 October 2003 - March 2006
WASHINGTON MUTUAL BANK March 2003 - October 2003
CSC January 1995 - January 2003
Security First Group August 1983 - January 1995
Skills
Business Analysis, Business Intelligence, Microsoft SQL Server, SDLC, SQL, Enterprise Content..., SharePoint, Document Management, Enterprise Architecture, Systems Analysis, Visio, Vendor Management, Software Project..., Solution Architecture, Requirements Analysis, Virtualization, IT Strategy, Content Management, Java Enterprise Edition, Documentum, Kofax, Captiva, Scrum, Project Management, Business Process, Disaster Recovery, Software Development, Agile Methodologies, Requirements Gathering
Education
San Diego State University-California State University 1978 — 1983
BS, Education
California State University-Los Angeles
Certificate, Computer Information Systems
Zenith Insurance Company (United States) June 2011 - Present
Zenith Insurance April 2006 - June 2011
WMC Mortgage Corporation, an affiliate of GE Consumer Finance2003 - 2006 October 2003 - March 2006
WASHINGTON MUTUAL BANK March 2003 - October 2003
CSC January 1995 - January 2003
Security First Group August 1983 - January 1995
Skills
Business Analysis, Business Intelligence, Microsoft SQL Server, SDLC, SQL, Enterprise Content..., SharePoint, Document Management, Enterprise Architecture, Systems Analysis, Visio, Vendor Management, Software Project..., Solution Architecture, Requirements Analysis, Virtualization, IT Strategy, Content Management, Java Enterprise Edition, Documentum, Kofax, Captiva, Scrum, Project Management, Business Process, Disaster Recovery, Software Development, Agile Methodologies, Requirements Gathering
Education
San Diego State University-California State University 1978 — 1983
BS, Education
California State University-Los Angeles
Certificate, Computer Information Systems
Shirley Pettaway - Green's Security First Group Experience 1985 - 1997
Job Gratitude Photographer
Industry Photography
Experience
National Society of Leadership & Success 2007 - 2007
AIG VALIC 1997 - 2007
VALIC and AIG Annuity 1997 - 2007
AIG Retirement Services 1997 - 2006
VALIC 1997 - 2006
Security First Group 1985 - 1997
Education
California State University-Los Angeles 1961 — 1964
Los Angeles City College 1962 — 1963
National Society of Leadership & Success 2007 - 2007
AIG VALIC 1997 - 2007
VALIC and AIG Annuity 1997 - 2007
AIG Retirement Services 1997 - 2006
VALIC 1997 - 2006
Security First Group 1985 - 1997
Education
California State University-Los Angeles 1961 — 1964
Los Angeles City College 1962 — 1963
Margaret Lux's Security First Group Experience July 1999 - July 2002
Job Owner, Lux Tax Consulting, Inc.
Industry Accounting
Experience
Lux Tax Consulting, Inc. January 2001 - Present
Security First Group July 1999 - July 2002
University of Pittsburgh Medical Center 1991 - 1994
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1991
Lux Tax Consulting, Inc. January 2001 - Present
Security First Group July 1999 - July 2002
University of Pittsburgh Medical Center 1991 - 1994
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1990 — 1991
Pamela Brown's Security First Group Experience 1989 - 1991
Job CoOwner at BRP Properties
Industry Construction
Experience
BRP Properties May 2013 - Present
The Bronson Companies November 2003 - July 2015
US Digital Gaming January 2011 - December 2014
Acacia Events March 2003 - December 2004
Transamerica 1996 - 2000
Security First Group 1989 - 1991
Monsieur Henri May 1987 - April 1989
Skills
Accounting, Microsoft Excel, Outlook, PowerPoint, Payroll, Customer Service, QuickBooks, Microsoft Office, Event Planning, Human Resources, Leadership, Administrative..., Budgets, Microsoft Word, Insurance, Sales, Construction, Accounts Payable, Account Management, Management, Team Building, Contract Negotiation, Employee Relations, Time Management, Retail, Marketing, Social Media, Event Management
Education
Northern Illinois University - College of Business 1983 — 1987
BS, Accountancy
BRP Properties May 2013 - Present
The Bronson Companies November 2003 - July 2015
US Digital Gaming January 2011 - December 2014
Acacia Events March 2003 - December 2004
Transamerica 1996 - 2000
Security First Group 1989 - 1991
Monsieur Henri May 1987 - April 1989
Skills
Accounting, Microsoft Excel, Outlook, PowerPoint, Payroll, Customer Service, QuickBooks, Microsoft Office, Event Planning, Human Resources, Leadership, Administrative..., Budgets, Microsoft Word, Insurance, Sales, Construction, Accounts Payable, Account Management, Management, Team Building, Contract Negotiation, Employee Relations, Time Management, Retail, Marketing, Social Media, Event Management
Education
Northern Illinois University - College of Business 1983 — 1987
BS, Accountancy
Tony Ingoglia's Security First Group Experience 1990 - 1997
Job Director of Marketing
Industry Management Consulting
Experience
Optimal Modification Incorporated June 2009 - Present
The Hartford July 2003 - September 2004
MetLife Resources 1997 - 2001
Security First Group 1990 - 1997
Skills
Strategic Planning, Strategy, Management, Management Consulting, Leadership, Training, Process Improvement, Sales Management, Research
Education
Northern Arizona University 1973 — 1975
Bachelors, Forest Management
Optimal Modification Incorporated June 2009 - Present
The Hartford July 2003 - September 2004
MetLife Resources 1997 - 2001
Security First Group 1990 - 1997
Skills
Strategic Planning, Strategy, Management, Management Consulting, Leadership, Training, Process Improvement, Sales Management, Research
Education
Northern Arizona University 1973 — 1975
Bachelors, Forest Management
Stephen Cernich's Security First Group Experience 1989 - 1994
Job Head of Corporate Development
Industry Insurance
Experience
Athene Life June 2009 - Present
Capital Assurance Corporation April 2006 - October 2008
XL Capital 2001 - 2006
Security First Group 1989 - 1994
Catholic Knights 1985 - 1989
Skills
Risk Management, Insurance, Mergers, Financial Modeling, Financial Analysis
Education
University of Chicago 2000 — 2002
MBA
University of Notre Dame 1980 — 1984
BS, Mathematics
Athene Life June 2009 - Present
Capital Assurance Corporation April 2006 - October 2008
XL Capital 2001 - 2006
Security First Group 1989 - 1994
Catholic Knights 1985 - 1989
Skills
Risk Management, Insurance, Mergers, Financial Modeling, Financial Analysis
Education
University of Chicago 2000 — 2002
MBA
University of Notre Dame 1980 — 1984
BS, Mathematics
Kumi Berkheimer-Smalanskas's Security First Group Experience January 1996 - December 1999
Job SVP Santander Investment Services
Industry Financial Services
Experience
Santander Investment Services January 2002 - Present
Independent Financial Services Limited January 2002 - February 2005
Bankmark July 2001 - November 2001
Metlife Investors January 2000 - July 2001
Security First Group January 1996 - December 1999
Education
Penn State University 1998 — 2000
MBA, Business
Penn State University 1991 — 1993
BS, Finance
Zama American High School
Santander Investment Services January 2002 - Present
Independent Financial Services Limited January 2002 - February 2005
Bankmark July 2001 - November 2001
Metlife Investors January 2000 - July 2001
Security First Group January 1996 - December 1999
Education
Penn State University 1998 — 2000
MBA, Business
Penn State University 1991 — 1993
BS, Finance
Zama American High School
Crysten Sloan Hot's Security First Group Experience 2000 - 2001
Job Compliance at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2007 - Present
AIG Royal Alliance November 2001 - May 2007
Security First Group 2000 - 2001
National Planning Corporation (NPC) 1997 - 2000
Skills
FINRA, Securities, AML, Alternative Investments, Asset Management, Equities, Financial Services, Investments, Mutual Funds, Series 24, Series 63, Series 7, Wealth Management, Investment Advisory, Risk Management
Education
California State University-Fresno 1991 — 1994
Bachelor of Business Administration (BBA), Finance
Goldman Sachs May 2007 - Present
AIG Royal Alliance November 2001 - May 2007
Security First Group 2000 - 2001
National Planning Corporation (NPC) 1997 - 2000
Skills
FINRA, Securities, AML, Alternative Investments, Asset Management, Equities, Financial Services, Investments, Mutual Funds, Series 24, Series 63, Series 7, Wealth Management, Investment Advisory, Risk Management
Education
California State University-Fresno 1991 — 1994
Bachelor of Business Administration (BBA), Finance
Julie Trivitt's Security First Group Experience 1998 - 1999
Job Clinical Assistant Professor of Business at Walton College of Business, University of Arkansas
Industry Higher Education
Experience
Walton College of Business, University of Arkansas July 2012 - Present
University of Arkansas, Department of Education Reform February 2013 - Present
Arkansas Tech University 2007 - July 2012
Department of Education Reform, University of Arkansas 2006 - 2007
MetLife Resources 1999 - 2003
Security First Group 1998 - 1999
Skills
Stata, Economics, Teaching, Research, Statistics, Data Analysis, Excel, Econometrics, Higher Education, Microeconomics, Economic Research, Health Economics, Policy Analysis, Public Speaking, Microsoft Office
Education
University of Arkansas 2003 — 2006
PhD, Economics
University of Arkansas 1995 — 1996
M.A., Economics
Missouri State University 1990 — 1994
BS, Economics
Walton College of Business, University of Arkansas July 2012 - Present
University of Arkansas, Department of Education Reform February 2013 - Present
Arkansas Tech University 2007 - July 2012
Department of Education Reform, University of Arkansas 2006 - 2007
MetLife Resources 1999 - 2003
Security First Group 1998 - 1999
Skills
Stata, Economics, Teaching, Research, Statistics, Data Analysis, Excel, Econometrics, Higher Education, Microeconomics, Economic Research, Health Economics, Policy Analysis, Public Speaking, Microsoft Office
Education
University of Arkansas 2003 — 2006
PhD, Economics
University of Arkansas 1995 — 1996
M.A., Economics
Missouri State University 1990 — 1994
BS, Economics
Doina Koppich's Security First Group Experience June 1985 - August 1995
Job Program Manager at Modulant
Industry Information Technology and Services
Experience
Modulant April 2011 - Present
Modulant January 2006 - March 2011
Modulant January 2003 - December 2005
Product Data Integration Technologies August 1997 - December 2002
CSC August 1996 - July 1997
CSC August 1995 - August 1996
Security First Group June 1985 - August 1995
Xerox July 1980 - June 1985
Skills
Requirements Analysis, Software Design, Software Development, Data Integration, Software Project..., Microsoft SQL Server, SSIS, DTS, ASP, Oracle PL/SQL..., Access, Visual Basic, COBOL, MS Project, Enterprise Architecture, XML
Education
University of Bucharest
Master of Business Administration (M.B.A.)
University of Bucharest
Bachelor's Degree, Computer Science
Modulant April 2011 - Present
Modulant January 2006 - March 2011
Modulant January 2003 - December 2005
Product Data Integration Technologies August 1997 - December 2002
CSC August 1996 - July 1997
CSC August 1995 - August 1996
Security First Group June 1985 - August 1995
Xerox July 1980 - June 1985
Skills
Requirements Analysis, Software Design, Software Development, Data Integration, Software Project..., Microsoft SQL Server, SSIS, DTS, ASP, Oracle PL/SQL..., Access, Visual Basic, COBOL, MS Project, Enterprise Architecture, XML
Education
University of Bucharest
Master of Business Administration (M.B.A.)
University of Bucharest
Bachelor's Degree, Computer Science
Karen Nagle's Security First Group Experience April 1995 - September 2002
Job Financial Services Representative at MetLife
Industry Insurance
Experience
MetLife September 2002 - Present
Security First Group April 1995 - September 2002
Security First Group November 1987 - April 1995
Skills
Retirement Strategies, Employer Benefits, Variable Products, Personal Insurance, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Life Insurance, Term Life Insurance, Long-term Care, Universal Life, IRAs, Whole Life, Retirement Planning, 401k, Mutual Funds, Series 63, Wealth Accumulation, Asset Allocation
Education
Johnson and Wales University
Associate's degree, Culinary Arts/Chef Training
Johnson and Wales University
Bachelor's degree, Hotel and Restaurant Management
MetLife September 2002 - Present
Security First Group April 1995 - September 2002
Security First Group November 1987 - April 1995
Skills
Retirement Strategies, Employer Benefits, Variable Products, Personal Insurance, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Life Insurance, Term Life Insurance, Long-term Care, Universal Life, IRAs, Whole Life, Retirement Planning, 401k, Mutual Funds, Series 63, Wealth Accumulation, Asset Allocation
Education
Johnson and Wales University
Associate's degree, Culinary Arts/Chef Training
Johnson and Wales University
Bachelor's degree, Hotel and Restaurant Management