The Leaders Group
Industry: Insurance company
DescriptionFounded: 1994
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The Leaders Group Employees
The Leaders Group January 2015 - Present
The Leaders Group November 2013 - January 2015
Tacti-Con 2015 - 2015
Tacti-Con 2015 - 2015
TactiCon 2015 - 2015
TactiCon 2015 - 2015
TactiCon 2015 - 2015
Home2 Suites by Hilton August 2013 - October 2013
Sub Rosa March 2013 - March 2013
K1 Speed May 2012 - March 2013
Skills
Microsoft Office, Research, PowerPoint, Microsoft Word, Microsoft Excel, Public Speaking, Customer Service, Social Media, Teamwork, Event Planning, Windows, Data Analysis, Community Outreach, Leadership, Public Relations, Team Leadership, English, Administrative..., Office Management, Program Management, Management, Outlook, Time Management, Problem Solving, Administration, Data Entry, Supervisory Skills
Education
Kaplan College-Denver 2014 — 2014
Austin Community College 2010 — 2013
Associate's degree, Business Administration and Management
The Leaders Group February 2011 - February 2013
Jefferson County Schools June 2010 - December 2011
Northwestern Mutual January 2010 - December 2010
Education
Colorado School of Mines 2006 — 2010
B.S., Economics
The Leaders Group August 2014 - Present
Art Cleaners May 2013 - May 2014
University of Colorado Boulder August 2012 - December 2013
Skills
Data Analysis, Data Entry, Analytics, Econometrics, Economics, Psychology, Systems Analysis, Organization, Research, Quantitative Research, Qualitative Research, Project Coordination
Education
University of Colorado Boulder 2010 — 2014
Bachelor's degrees, Economics & Psychology
The Leaders Group May 2009 - Present
Integrity Insurance Alliance January 2005 - Present
American National Insurance January 1997 - December 2004
Country Companies insurance May 1990 - December 1996
Self Employed Real Estate Developer May 1986 - April 1989
Self empolyed Real Estate Developer January 1977 - April 1984
Life of Montana August 1973 - April 1974
Meridian Realty October 1972 - June 1973
Aurora East School District 131 September 1968 - May 1972
Skills
Retirement Planning, Insurance, Disability Insurance, Financial Services, Investments, FINRA Series 6, 26, 63..., CFP Professional..., Management, 401k, Employee Benefits, Sales, Leadership, Fixed Annuities, Commercial Insurance, Mutual Funds
Education
Monmouth College 1964 — 1968
Bachelor of Arts (B.A.), Business Administration
West Aurora High School 1960 — 1964
graduate, College/University Preparatory and Advanced High School/Secondary Diploma Program
Northern Illinois University
advanced courses, Education and Teaching
Capitas Financial October 2013 - Present
The Leaders Group 2014 - Present
Capitas Financial August 2013 - October 2013
University of St. Thomas May 2012 - September 2012
MN State Fair June 2007 - September 2011
Skills
Mathematical Modeling, Bayesian statistics, Microsoft Excel, Linux Desktop, Mathematica, Microsoft Office, LaTeX, Matlab, Screen Printing, Adobe Creative Suite, Minitab, Research, Statistics, Access, Leadership, Teamwork, PowerPoint, Time Management, Public Speaking, Social Media, Data Analysis
Education
University of Minnesota-Twin Cities 2014 — 2017
Master's Degree, Financial Mathematics
University of St. Thomas 2009 — 2013
Bachelor of Arts (B.A.), Mathematics
Roseville Area High School 2005 — 2009
The Leaders Group August 2014 - Present
Westland Financial Services April 2014 - Present
Trilogy Financial Services August 2013 - April 2014
Foundation For Financial Wellness April 2013 - August 2013
Kendall Financial and Insurance Services January 2010 - July 2013
Asset Marketing Systems March 2008 - January 2013
CompUSA November 2006 - March 2008
Primerica Financial Services May 2006 - November 2006
Audio Data Video Enterprises, LLC February 2004 - March 2006
The Financial Network, LLC May 2002 - February 2004
Education
Colorado Christian University 2002 — 2004
MBA, Business, Entrepreneurship
University of Phoenix 1997 — 1999
BS, Business Management
A Place for Mom May 2015 - Present
Russell Investments September 2010 - February 2015
Denver Investment Advisors August 2008 - September 2010
TIAA-CREF October 2007 - August 2008
TIAA-CREF March 2005 - October 2007
The Leaders Group January 2004 - March 2005
North American Company for Life and Health April 2001 - October 2003
Midland Life Insurance Company 1998 - 2000
Skills
Sales Management, Coaching, Training, Leadership Development, Investments, Mutual Funds, Financial Services, Series 7, Series 24, Securities, Financial Advisory, Series 66, Strategy
Education
Gonzaga University 2014 — 2016
Master's Degree, M.A., Masters of Organizational Leadership
Bowling Green State University
BSBA, Bachelor of Science in Business Administration
The Leaders Group August 2012 - Present
The Leaders Group 2012 - 2012
Prudential Financial October 1996 - June 2011
Skills
Insurance, Property & Casualty..., Commercial Insurance, Umbrella Insurance, Health Insurance, Account Management, Term Life Insurance, General Insurance, Life Insurance, Disability Insurance, Casualty, Sales, Legal Liability, Liability, Whole Life
Education
Northern Illinois University 1987 — 1991
Economics
Blumberg Financial Services, LLC August 1986 - Present
The Leaders Group December 2013 - Present
NAILBA 2005 - 2008
North Penn School District September 1969 - June 1972
Skills
Fixed Annuities, Long Term Care Insurance, Life Insurance, Insurance, Technology, Cloud Computing, Estate Planning, Disability Insurance, Employee Benefits, Financial Services, Term Life Insurance, Underwriting, Long-term Care, Strategic Financial..., Retirement Planning, Health Insurance, Leadership, Wealth, Strategy, Retirement, Financial Planners, Marketing, 401k, IRAs, Small Business, Universal Life, Program Management, Accident, Whole Life, Wealth Management, Succession Planning, Financial Advisory, Series 63, Personal Finance, Investment Advisory, Mutual Funds, Pensions, Critical Illness, Personal Financial..., Property & Casualty..., Claim, Medicare, Series 7, Asset Allocation, Workers Compensation, Professional Liability, Agents, Asset Protection, Strategic Planning, Investments
Education
The American College 1987 — 1990
CLU, ChFC, CASL
Temple University 1969 — 1971
MEd, Education
Penn State University 1964 — 1968
BS, French Education
The Leaders Group March 2013 - Present
Raymond James Financial Inc. November 2011 - July 2012
Pacer Financial - Chicago Based Territory ( IN / IL / WI ) February 2008 - September 2011
Pacer Financial - Paoli, PA June 2007 - February 2008
Providence Equity Partners - London, England June 2006 - August 2006
Tallinn Commercial College - Tallinn, Estonia June 2005 - August 2005
T&T Contracting - Dover, Delaware June 2004 - August 2004
Skills
External Sales, Sales, Marketing, Series 7, Series 24, Series 65, Series 51, Series 63, Wholesaling, Wholesale Sales, Territory Development, Territory Management, Territory..., Proficient Communicator, Prospecting Skills, Public Speaking, Delivering Results, Persistence, Driving Results, Following Up, Variable Products, Securities, New Business Development, Marketing Strategy, Variable Life, ETFs, ETNs, Variable Annuities, Mutual Funds, Alternative Investments, Investments, Direct Mail Campaigns, Wealth Management, 401k, Investment Strategies, Financial Analysis, Asset Allocation, Investment Management, Client Prospecting, Prospecting New Clients, Financial Modeling, Sales Force Development, Prospecting for New..., Wealth Accumulation..., Investment Advisory, Model Portfolios, Marketing Management, Proficient in Microsoft..., Microsoft Excel, PowerPoint
Education
University of Notre Dame 2003 — 2007
Bachelors, Finance / Economics
The Leaders Group August 2013 - Present
Capital One January 2012 - July 2013
Apogee Holdings September 2002 - March 2005
John Hancock Life Insurance Company (U.S.A.) December 2000 - September 2002
Lincoln Benefit Life Insurance February 1998 - December 2000
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Financial Planners, Underwriting, FINRA Series 6, 7, 63,..., Texas Group I Life,..., Licensed in Texas and..., Investments, Sales, Retirement, Management, Insurance, Fixed Annuities, Customer Service, Estate Planning, Disability Insurance, Human Resources, Investment Advisory, Investment Management, Life Insurance, Recruiting, Long-term Care, Relationship Management, Finance, Wealth Management, Financial Advisory, Employee Benefits, Asset Allocation, Financial Services
Education
University of North Texas 2015 — 2018
Master of Business Administration (MBA), Human Resources Management/Personnel Administration, General
University of North Texas 2013 — 2016
Integrated Sciences, 3.86
Collin County Community College 2009 — 2012
Tax Law/Taxation, 3.88
University of Houston 2000 — 2002
Law, 3.86
Boston College
Bachelor of Science (B.S.), Business/Managerial Economics
The Hills Montessori Hills Child Care and Learning Center September 2012 - Present
American Senior Benefits August 2009 - Present
The Leader's Group July 2009 - March 2014
Principal Financial Group November 2001 - May 2007
Education
University of Nebraska at Omaha 1994 — 1997
BS, Physics
Creighton University 1990 — 1994
BS, Environmental Science and Biology
St Joseph High School 1986 — 1990
The Leaders Group June 1998 - Present
UBS August 2007 - August 2008
96 Hour Victory Team June 2004 - November 2004
Skills
Series 7, Investments, Strategic Financial..., Wealth Management, Retirement Planning, Investment Advisory, Financial Analysis, Fixed Annuities, FINRA, Insurance, Retirement, Life Insurance, Bloomberg, Long-term Care, Series 66
Education
Mountbatten Internship Programme 2007 — 2008
University of Denver - Daniels College of Business 2003 — 2007
BS, International Business
The Leaders Group January 2010 - Present
NAKOWICZ FINANCIAL SERVICES, INC. July 1997 - Present
Skills
Tax, CPA, Tax Preparation, IRS
Education
Bryant University
Masters of Science in Taxation, Taxation
Bryant College 1970 — 1974
Bachelors of Science in Business Administration, Accounting
The Leaders Group March 2011 - Present
Total Financial Group 2011 - Present
Total Financial Group 2011 - Present
AXA Advisors April 1999 - February 2011
Skills
Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Asset Management, Asset Allocation, Investments, Equities, Mutual Funds, Securities, Portfolio Management, Pensions, Fixed Annuities, Insurance, Simple IRA, SEP IRA, Roth IRA, 401k Rollovers, Equity Indexed Annuities, Variable Annuities, Risk Management, Health Insurance, Disability Insurance, Long Term Care Insurance, Life Insurance, Comprehensive Planning, Investment Advisory, Financial Planning
Education
Chapman University, The George L. Argyros School of Business and Economics 1995 — 1998
Master of Business Administration (MBA), Finance and Marketing
Kyiv National Taras Shevchenko University 1983 — 1990
Bachelor of Arts (B.A.), Foreign Languages and Literatures, General
The Leaders Group Registered RepresentativeJackie Calhoun InsuranceJanuary 1976 - Present
JACKIE CALHOUN, CLU 1976 - 2010
JACKIE CALHOUN, CLU 1976 - 2010
Education
Mississippi State University 1972 — 1975
Bachelors, Insurance
The Leaders Group March 2009 - Present
Wood Rodgers Engineering November 2005 - November 2007
GC Wallace, Inc 1988 - 2006
Skills
Real Estate Development, Commercial Real Estate, Real Estate, Civil Engineering, Construction, Residential Homes, Investment Properties, Real Estate Transactions, Feasibility Studies, Land Development, Construction Management, Site Development, Strategic Planning, Road, Marketing Strategy, Management, Zoning, Leadership
Education
University of Nevada-Reno 1984 — 1988
Bachelor of Science, Civil Engineering
University of Nevada-Reno
B.S. Civil Engineering, Civil Engineering
The Leaders Group July 2011 - Present
Leaders Financial Group July 2011 - Present
Skills
Retirement Planning, 401(k) Plans...
Education
University of Houston
Bachelor of Business Administration (B.B.A.), Finance