The Producers Group
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The Producers Group Employees
Employee
Years
Job
Industry
Stephan Wilson Stephan Wilson's The Producers Group Experience 2006 - 2008
Job Sales/Insurance/Annuity Specialist
Industry Insurance
Experience
Insurance/Annuities 2009 - Present
National Design & Marketing 2008 - 2009
The Producers Group 2006 - 2008
COUNTRY Financial® 2005 - 2006
Skills
Fixed Annuities, Insurance, Life Insurance, Umbrella Insurance, Home, Brokers, Long-term Care, Estate Planning, Property & Casualty..., Strategic Financial..., Commercial Insurance, Health Insurance, Retirement Planning, Retirement, Disability Insurance, Underwriting, Sales, Financial Planners, Whole Life, Long Term Care Insurance, 401k
Education
Arizona State University, W. P. Carey School of Business 1993 — 1995
Arizona State University
Bachelor's degree, Communication and Media Studies
Insurance/Annuities 2009 - Present
National Design & Marketing 2008 - 2009
The Producers Group 2006 - 2008
COUNTRY Financial® 2005 - 2006
Skills
Fixed Annuities, Insurance, Life Insurance, Umbrella Insurance, Home, Brokers, Long-term Care, Estate Planning, Property & Casualty..., Strategic Financial..., Commercial Insurance, Health Insurance, Retirement Planning, Retirement, Disability Insurance, Underwriting, Sales, Financial Planners, Whole Life, Long Term Care Insurance, 401k
Education
Arizona State University, W. P. Carey School of Business 1993 — 1995
Arizona State University
Bachelor's degree, Communication and Media Studies
Eric Freundt Eric Freundt's The Producers Group Experience
Job Managing Partner at The Producers Group
Industry Insurance
Experience
The Producers Group
Skills
Life Insurance, Term Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Retirement, Financial Planning, Business Planning
Education
The University of Kansas 1989 — 1993
The Producers Group
Skills
Life Insurance, Term Life Insurance, Fixed Annuities, Retirement Planning, Insurance, Retirement, Financial Planning, Business Planning
Education
The University of Kansas 1989 — 1993
Mark Perlman Mark Perlman's The Producers Group Experience July 2012 - March 2014
Job Agency Director Disability Income Specialist
Industry Insurance
Experience
Agency Director- DI and LTC wholesaler at Barnum Financial Group, an office of MetLife March 2014 - Present
The Producers Group July 2012 - March 2014
Ameritas June 2002 - June 2012
Skills
Disability Insurance, Sales, Retirement, Employee Benefits, Brokers, Insurance, Critical Illness
Education
Northeastern University 1975 — 1979
MBA, MBA
Agency Director- DI and LTC wholesaler at Barnum Financial Group, an office of MetLife March 2014 - Present
The Producers Group July 2012 - March 2014
Ameritas June 2002 - June 2012
Skills
Disability Insurance, Sales, Retirement, Employee Benefits, Brokers, Insurance, Critical Illness
Education
Northeastern University 1975 — 1979
MBA, MBA
Kip Barton's The Producers Group Experience September 2003 - May 2011
Job President at Barton Insurance Services, Inc.
Industry Insurance
Experience
Barton Insurance Services, Inc. October 2013 - Present
DBS Diversified Brokerage Services June 2011 - October 2013
Allianz Life October 2008 - October 2011
The Producers Group September 2003 - May 2011
Skills
Insurance, Estate Planning, Annuities, New Business Development, Sales Management, Fixed Annuities, Life Insurance, Retirement Planning, Business Development, Financial Advisory, Retirement, Marketing Strategy, Business Planning, Long-term Care, Term Life Insurance, Investments
Education
San Diego State University-California State University 1982 — 1987
Bachelor of Science, Business Administration/Marketing
Barton Insurance Services, Inc. October 2013 - Present
DBS Diversified Brokerage Services June 2011 - October 2013
Allianz Life October 2008 - October 2011
The Producers Group September 2003 - May 2011
Skills
Insurance, Estate Planning, Annuities, New Business Development, Sales Management, Fixed Annuities, Life Insurance, Retirement Planning, Business Development, Financial Advisory, Retirement, Marketing Strategy, Business Planning, Long-term Care, Term Life Insurance, Investments
Education
San Diego State University-California State University 1982 — 1987
Bachelor of Science, Business Administration/Marketing
Emilee Harris Emilee Harris's The Producers Group Experience 2005 - 2007
Job Procurement Administrative & Systems Assistant at Salk Institute for Biological Studies
Industry Research
Experience
Salk Institute for Biological Studies October 2007 - Present
The Producers Group 2005 - 2007
Skills
System Administration, Microsoft Excel, Research, Data Analysis, Microsoft Office, PowerPoint, Event Planning, Customer Service, Event Management, Public Speaking, Microsoft Word, Social Media, Data Entry, Social Media Marketing, Management, Outlook, Administration, Training
Education
Palomar College
Salk Institute for Biological Studies October 2007 - Present
The Producers Group 2005 - 2007
Skills
System Administration, Microsoft Excel, Research, Data Analysis, Microsoft Office, PowerPoint, Event Planning, Customer Service, Event Management, Public Speaking, Microsoft Word, Social Media, Data Entry, Social Media Marketing, Management, Outlook, Administration, Training
Education
Palomar College
Jeff Martinelli Jeff Martinelli's The Producers Group Experience March 2007 - February 2009
Job Brokerage Director at BGA Insurance Partnering with financial services professionals to drive revenue
Industry Insurance
Experience
BGA Insurance September 2014 - Present
Leisure Werden & Terry September 2011 - August 2014
ISN Network June 2010 - August 2011
Highland Capital Brokerage November 2009 - May 2010
The Producers Group March 2007 - February 2009
Leisure Werden & Terry May 2000 - March 2007
Skills
Life Insurance, Insurance, Disability Insurance, Retirement, Term Life Insurance, Retirement Planning, Long-term Care, Underwriting, Financial Planning, Sales, Brokers, Long Term Care Insurance
Education
California State University-Northridge 2006 — 2007
Business Adminstration
La Canada High School
Pasadena City College
AA
BGA Insurance September 2014 - Present
Leisure Werden & Terry September 2011 - August 2014
ISN Network June 2010 - August 2011
Highland Capital Brokerage November 2009 - May 2010
The Producers Group March 2007 - February 2009
Leisure Werden & Terry May 2000 - March 2007
Skills
Life Insurance, Insurance, Disability Insurance, Retirement, Term Life Insurance, Retirement Planning, Long-term Care, Underwriting, Financial Planning, Sales, Brokers, Long Term Care Insurance
Education
California State University-Northridge 2006 — 2007
Business Adminstration
La Canada High School
Pasadena City College
AA
Adam Villavaso's The Producers Group Experience February 2002 - November 2005
Job Director of Business Development at OpalStaff
Industry Staffing and Recruiting
Experience
OpalStaff November 2005 - Present
The Producers Group February 2002 - November 2005
TEKsystems May 1998 - January 2002
Skills
Consulting, Resume Writing, Vendor Management, CRM, Recruiting, Professional Services, Entrepreneurship, Onboarding, Temporary Placement, Interviews, Program Management, RFP, Cold Calling, Training, Sales, Management, Human Resources, Business Development, Employee Relations, Government, Technical Recruiting, Solution Selling, Executive Search, OFCCP, Applicant Tracking..., Internet Recruiting, Sales Operations, Staff Augmentation, Outsourcing, Staffing Services, Customer Service, College Recruiting, Permanent Placement, Contract Negotiation, Networking, Talent Acquisition, Telecommunications, Resource Management, PMP, Account Management, Sourcing, Benefits Negotiation, Screening Resumes, Information Technology, Leadership, Contract Recruitment, Temporary Staffing, Talent Management, Screening, Employee Benefits
Education
University of Louisiana at Lafayette 1993 — 1998
Business Administration, Marketing Major and Entrepreneurial Management Minor
ARHS
St. Edwards
OpalStaff November 2005 - Present
The Producers Group February 2002 - November 2005
TEKsystems May 1998 - January 2002
Skills
Consulting, Resume Writing, Vendor Management, CRM, Recruiting, Professional Services, Entrepreneurship, Onboarding, Temporary Placement, Interviews, Program Management, RFP, Cold Calling, Training, Sales, Management, Human Resources, Business Development, Employee Relations, Government, Technical Recruiting, Solution Selling, Executive Search, OFCCP, Applicant Tracking..., Internet Recruiting, Sales Operations, Staff Augmentation, Outsourcing, Staffing Services, Customer Service, College Recruiting, Permanent Placement, Contract Negotiation, Networking, Talent Acquisition, Telecommunications, Resource Management, PMP, Account Management, Sourcing, Benefits Negotiation, Screening Resumes, Information Technology, Leadership, Contract Recruitment, Temporary Staffing, Talent Management, Screening, Employee Benefits
Education
University of Louisiana at Lafayette 1993 — 1998
Business Administration, Marketing Major and Entrepreneurial Management Minor
ARHS
St. Edwards
Steve Morris CLU, ChFC, CASL Steve Morris CLU, ChFC, CASL's The Producers Group Experience October 2006 - July 2011
Job Territory Manager West at LPL Financial
Industry Insurance
Experience
LPL Financial August 2011 - Present
The Producers Group October 2006 - July 2011
Freundt & Associates January 2001 - 2006
Skills
Insurance, Life Insurance, Long-term Care, Disability Insurance, Retirement Planning, Strategic Financial..., Wealth Management, Series 63, Fixed Annuities, Retirement, Sales, Financial Planning
Education
Azusa Pacific University 1999 — 2000
Bachelor of Science, Business Management
LPL Financial August 2011 - Present
The Producers Group October 2006 - July 2011
Freundt & Associates January 2001 - 2006
Skills
Insurance, Life Insurance, Long-term Care, Disability Insurance, Retirement Planning, Strategic Financial..., Wealth Management, Series 63, Fixed Annuities, Retirement, Sales, Financial Planning
Education
Azusa Pacific University 1999 — 2000
Bachelor of Science, Business Management
Kent Freundt Kent Freundt's The Producers Group Experience June 1997 - Present
Job Owner, the producers group
Industry Insurance
Experience
The Producers Group June 1997 - Present
Skills
Fixed Annuities, Insurance, Long-term Care, Life Insurance, Disability Insurance, Estate Planning, Retirement Planning, Financial Planners, Retirement, Brokers, Relationship Management, Whole Life, Underwriting, Term Life Insurance, Wealth, Universal Life, Financial Planning, Employee Benefits
Education
Loyola University Chicago 1962 — 1966
The Producers Group June 1997 - Present
Skills
Fixed Annuities, Insurance, Long-term Care, Life Insurance, Disability Insurance, Estate Planning, Retirement Planning, Financial Planners, Retirement, Brokers, Relationship Management, Whole Life, Underwriting, Term Life Insurance, Wealth, Universal Life, Financial Planning, Employee Benefits
Education
Loyola University Chicago 1962 — 1966
Lynn Crompton Lynn Crompton's The Producers Group Experience February 2006 - January 2011
Job Underwriter Consultant at Crump Life Insurance Services
Industry Insurance
Experience
Aviva Life Insurance Company March 2011 - Present
The Producer's Group February 2006 - January 2011
Marsh & McLennan Companies, Inc. (prev. Second Opinion) February 1993 - December 2006
North American Company for Life and Health 1991 - 1993
Executive Life Insurance February 1983 - 1991
Skills
Underwriting, Financial Risk, Reinsurance, Brokers, Claim, Analysis, Life Insurance, Insurance, Term Life Insurance, General Insurance, Disability Insurance, Long Term Care Insurance, Finance, Health Insurance, Universal Life, Long-term Care, Retirement, Liability, Critical Illness, Claims Management, Whole Life, Property & Casualty..., Commercial Insurance, Insurance Brokerage, Medical Underwriting, Risk Management
Education
Moorpark College 1979 — 1980
Royal High School 1975 — 1978
Aviva Life Insurance Company March 2011 - Present
The Producer's Group February 2006 - January 2011
Marsh & McLennan Companies, Inc. (prev. Second Opinion) February 1993 - December 2006
North American Company for Life and Health 1991 - 1993
Executive Life Insurance February 1983 - 1991
Skills
Underwriting, Financial Risk, Reinsurance, Brokers, Claim, Analysis, Life Insurance, Insurance, Term Life Insurance, General Insurance, Disability Insurance, Long Term Care Insurance, Finance, Health Insurance, Universal Life, Long-term Care, Retirement, Liability, Critical Illness, Claims Management, Whole Life, Property & Casualty..., Commercial Insurance, Insurance Brokerage, Medical Underwriting, Risk Management
Education
Moorpark College 1979 — 1980
Royal High School 1975 — 1978
Peggy David Peggy David's The Producers Group Experience November 2000 - August 2002
Job Substitute Teacher
Industry Education Management
Experience
Substitute Teacher Substitute Teacher at Elementary levelClinical Outreach RepresentativeNew Directions for WomenOctober 2014 - December 2014
CASA, Court Appointed Special Advocates, Orange County, CA March 2005 - October 2009
ADT Security Services June 2007 - September 2009
Adoption Network Law center November 2004 - November 2005
Westminster Memorial Park March 2003 - September 2004
The Producers Group November 2000 - August 2002
Firestone Associates May 1985 - October 1999
Skills
Insurance, Long-term Care, Public Speaking, Life Insurance, Small Business, Coaching, Strategic Financial..., Sales Management, Customer Service, New Business Development, Health Insurance, Team Building, Fundraising, Advocacy, Community Outreach, Office Management, Problem Solving, Recruiting, Youth Mentoring, Leadership
Education
University of California, Irvine 1980 — 1981
K-8 Multi Subject Teaching Credential, Elementary Education
California State University-Fullerton 1976 — 1980
BA, American Studies with emphasis on Psychology/Sociology
Substitute Teacher Substitute Teacher at Elementary levelClinical Outreach RepresentativeNew Directions for WomenOctober 2014 - December 2014
CASA, Court Appointed Special Advocates, Orange County, CA March 2005 - October 2009
ADT Security Services June 2007 - September 2009
Adoption Network Law center November 2004 - November 2005
Westminster Memorial Park March 2003 - September 2004
The Producers Group November 2000 - August 2002
Firestone Associates May 1985 - October 1999
Skills
Insurance, Long-term Care, Public Speaking, Life Insurance, Small Business, Coaching, Strategic Financial..., Sales Management, Customer Service, New Business Development, Health Insurance, Team Building, Fundraising, Advocacy, Community Outreach, Office Management, Problem Solving, Recruiting, Youth Mentoring, Leadership
Education
University of California, Irvine 1980 — 1981
K-8 Multi Subject Teaching Credential, Elementary Education
California State University-Fullerton 1976 — 1980
BA, American Studies with emphasis on Psychology/Sociology
Sarah Pearlman Sarah Pearlman's The Producers Group Experience April 2011 - September 2012
Job Owner/President at Pearlman Graphic Design
Industry Graphic Design
Experience
Pearlman Graphic Design January 2014 - Present
The Summit Federal Credit Union 2012 - 2014
The Producers Group April 2011 - September 2012
Abundance Co-op May 2005 - July 2007
SUNY Brockport January 2003 - May 2005
Skills
Graphic Design, Web Design, Public Relations, Social Media, Marketing, Event Planning, Direct Mail, Marketing Communications, Graphics, Logo Design, Advertising, Banners, Copywriting, Social Media Marketing, Brochures, Microsoft Office, Customer Service, Newsletters, Event Management, Online Marketing, Social Networking, Marketing Strategy, Public Speaking, Email Marketing, Facebook, Leadership
Education
SUNY Brockport 2001 — 2005
Communications
Hilton High School 1998 — 2001
Pearlman Graphic Design January 2014 - Present
The Summit Federal Credit Union 2012 - 2014
The Producers Group April 2011 - September 2012
Abundance Co-op May 2005 - July 2007
SUNY Brockport January 2003 - May 2005
Skills
Graphic Design, Web Design, Public Relations, Social Media, Marketing, Event Planning, Direct Mail, Marketing Communications, Graphics, Logo Design, Advertising, Banners, Copywriting, Social Media Marketing, Brochures, Microsoft Office, Customer Service, Newsletters, Event Management, Online Marketing, Social Networking, Marketing Strategy, Public Speaking, Email Marketing, Facebook, Leadership
Education
SUNY Brockport 2001 — 2005
Communications
Hilton High School 1998 — 2001
Ellen Mogul Ellen Mogul's The Producers Group Experience June 1995 - January 1997
Job Private Client Services Division
Industry Retail
Experience
City National Bank April 2011 - Present
San Diego State University June 2008 - October 2010
Fortune 500 Company February 2007 - October 2010
Epstein Capital Management Group, LLC January 1997 - June 2006
The Producers Group June 1995 - January 1997
CB Richard Ellis April 1992 - May 1995
Skills
Event Planning, Recruiting, Administrative..., Budgets, Management, Project Management, Project Planning, Outlook, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Visio, PeopleSoft, Microsoft Excel, Insurance, Team Building, Public Speaking, Access, Business Development, Team Leadership, Program Management, Analysis, Employee Relations, Policy, Fundraising, Software Documentation, Time Management
Education
CAM State Licensed
CAM State Licensed
Business Management Program 2012 — 2014
San Diego State University-California State University 2009 — 2011
Certificate
Broward Community College
City National Bank April 2011 - Present
San Diego State University June 2008 - October 2010
Fortune 500 Company February 2007 - October 2010
Epstein Capital Management Group, LLC January 1997 - June 2006
The Producers Group June 1995 - January 1997
CB Richard Ellis April 1992 - May 1995
Skills
Event Planning, Recruiting, Administrative..., Budgets, Management, Project Management, Project Planning, Outlook, Customer Service, PowerPoint, Microsoft Office, Microsoft Word, Visio, PeopleSoft, Microsoft Excel, Insurance, Team Building, Public Speaking, Access, Business Development, Team Leadership, Program Management, Analysis, Employee Relations, Policy, Fundraising, Software Documentation, Time Management
Education
CAM State Licensed
CAM State Licensed
Business Management Program 2012 — 2014
San Diego State University-California State University 2009 — 2011
Certificate
Broward Community College
Richard Machado Richard Machado's The Producers Group Experience October 2008 - February 2011
Job Life Brokerage, The Guardian
Industry Insurance
Experience
International Planning Alliance, LLC August 2015 - Present
The Guardian Life Insurance Co. August 2013 - August 2015
Insure-co, LLC March 2011 - July 2013
The Producers Group October 2008 - February 2011
Lincoln Financial Distributors April 2004 - October 2008
Skills
Life Insurance, Insurance, Retirement Planning, Estate Planning, Strategic Financial..., Brokers, Term Life Insurance, Financial Services, Sales, Universal Life, Whole Life
Education
NYU
BA
International Planning Alliance, LLC August 2015 - Present
The Guardian Life Insurance Co. August 2013 - August 2015
Insure-co, LLC March 2011 - July 2013
The Producers Group October 2008 - February 2011
Lincoln Financial Distributors April 2004 - October 2008
Skills
Life Insurance, Insurance, Retirement Planning, Estate Planning, Strategic Financial..., Brokers, Term Life Insurance, Financial Services, Sales, Universal Life, Whole Life
Education
NYU
BA
Ka Lun Leung Ka Lun Leung's The Producers Group Experience September 2012 - August 2013
Job US Tax Associate at PwC HK
Industry Accounting
Experience
PwC March 2014 - Present
Abercrombie & Fitch October 2013 - February 2014
The Producers Group September 2012 - August 2013
The University of Hong Kong 2010 - 2010
Chiap Heng Cheng (HK) Ltd, Hong Kong August 2008 - February 2009
Roth & Assoicates, March 2008 - June 2008
Seattle Central Community College March 2008 - June 2008
Skills
PowerPoint, Microsoft Excel, Research, Public Speaking, Microsoft Word, Tutoring, Data Analysis, Non-profits, Microsoft Office, Event Planning, Access, Teaching, Critical Thinking, Statistics, Editing
Education
University of Washington 2009 — 2012
Bachelor of Business Administration (BBA), Accounting and Marketing, 3.54
The University of Hong Kong 2010 — 2010
Marketing
University of California, Berkeley 2010 — 2010
Summer School, Marketing and Communication
PwC March 2014 - Present
Abercrombie & Fitch October 2013 - February 2014
The Producers Group September 2012 - August 2013
The University of Hong Kong 2010 - 2010
Chiap Heng Cheng (HK) Ltd, Hong Kong August 2008 - February 2009
Roth & Assoicates, March 2008 - June 2008
Seattle Central Community College March 2008 - June 2008
Skills
PowerPoint, Microsoft Excel, Research, Public Speaking, Microsoft Word, Tutoring, Data Analysis, Non-profits, Microsoft Office, Event Planning, Access, Teaching, Critical Thinking, Statistics, Editing
Education
University of Washington 2009 — 2012
Bachelor of Business Administration (BBA), Accounting and Marketing, 3.54
The University of Hong Kong 2010 — 2010
Marketing
University of California, Berkeley 2010 — 2010
Summer School, Marketing and Communication
Shelby Greer Shelby Greer's The Producers Group Experience January 2008 - April 2009
Job Life and Annuity New Business at Allegis Advisor Group
Industry Financial Services
Experience
Allegis Advisor Group October 2014 - Present
Pinney Insurance Center, Inc September 2012 - October 2014
Pinney Insurance Center, Inc October 2011 - September 2012
Pinney Insurance Center, Inc April 2009 - October 2011
The Producers Group January 2008 - April 2009
Matrix Direct August 2007 - January 2008
Skills
Term Life Insurance, Insurance, Long-term Care, Underwriting, Life Insurance, Brokers, Disability Insurance, Fixed Annuities, Retirement, Health Insurance, Whole Life, Retirement Planning, Wealth, Employee Benefits, Long Term Care Insurance, Estate Planning, Sales, Universal Life, Management
Education
Brigham Young University 2001 — 2007
Allegis Advisor Group October 2014 - Present
Pinney Insurance Center, Inc September 2012 - October 2014
Pinney Insurance Center, Inc October 2011 - September 2012
Pinney Insurance Center, Inc April 2009 - October 2011
The Producers Group January 2008 - April 2009
Matrix Direct August 2007 - January 2008
Skills
Term Life Insurance, Insurance, Long-term Care, Underwriting, Life Insurance, Brokers, Disability Insurance, Fixed Annuities, Retirement, Health Insurance, Whole Life, Retirement Planning, Wealth, Employee Benefits, Long Term Care Insurance, Estate Planning, Sales, Universal Life, Management
Education
Brigham Young University 2001 — 2007
Ian Beed, MBA Ian Beed, MBA's The Producers Group Experience February 2009 - June 2015
Job Organizational Effectiveness Consultant at Slalom Consulting
Industry Management Consulting
Experience
Slalom Consulting June 2015 - Present
The Beed Group January 2012 - June 2015
The Producers Group February 2009 - June 2015
UBS August 2007 - August 2008
The Rendon Group, Inc.......INFORMATION AS AN ELEMENT OF POWER May 2005 - August 2005
Skills
Fixed Annuities, Life Insurance, Insurance, Sales, Marketing, Market Research, Strategy, Management Consulting, Change Management, Organizational..., Stakeholder Management, Risk Management, Research, Disability Insurance, Strategic Financial...
Education
American International College 2007 — 2008
MBA, International Business
The George Washington University 2003 — 2007
BA, Economics
Episcopal High School 2000 — 2003
Slalom Consulting June 2015 - Present
The Beed Group January 2012 - June 2015
The Producers Group February 2009 - June 2015
UBS August 2007 - August 2008
The Rendon Group, Inc.......INFORMATION AS AN ELEMENT OF POWER May 2005 - August 2005
Skills
Fixed Annuities, Life Insurance, Insurance, Sales, Marketing, Market Research, Strategy, Management Consulting, Change Management, Organizational..., Stakeholder Management, Risk Management, Research, Disability Insurance, Strategic Financial...
Education
American International College 2007 — 2008
MBA, International Business
The George Washington University 2003 — 2007
BA, Economics
Episcopal High School 2000 — 2003
Henry St. Paul's The Producers Group Experience November 2014 - Present
Job Real Estate Investment Advisor
Industry Real Estate
Experience
New Western Acquisitions April 2015 - Present
Sherman Bridge Lending April 2015 - Present
The Producers Group November 2014 - Present
Northwestern Mutual February 2013 - November 2014
Northwestern Mutual June 2012 - February 2013
Skills
Customer Service, Research, Strategic Planning, Financial Analysis, Advising Clients, Finance, Economics, Risk Management, Financial Modeling, Insurance, Leadership, Data Analysis, Accounting, Sales, Analysis
Education
Louisiana State University 2006 — 2011
Bachelors, Economics
University of Salamanca, Spain 2009 — 2009
Spanish Language and Literature
Newman 2003 — 2006
New Western Acquisitions April 2015 - Present
Sherman Bridge Lending April 2015 - Present
The Producers Group November 2014 - Present
Northwestern Mutual February 2013 - November 2014
Northwestern Mutual June 2012 - February 2013
Skills
Customer Service, Research, Strategic Planning, Financial Analysis, Advising Clients, Finance, Economics, Risk Management, Financial Modeling, Insurance, Leadership, Data Analysis, Accounting, Sales, Analysis
Education
Louisiana State University 2006 — 2011
Bachelors, Economics
University of Salamanca, Spain 2009 — 2009
Spanish Language and Literature
Newman 2003 — 2006
Renee Ann Williams Renee Ann Williams's The Producers Group Experience October 1995 - October 2007
Job Brokerage Director at Pinney Insurance Center, Inc.
Industry Insurance
Experience
Pinney Insurance Center, Inc March 2015 - Present
Life & Annuity Masters Inc September 2014 - March 2015
CPI Financial & Insurance Services June 2011 - August 2014
Mountain Financial Group/National Brokerage October 2007 - July 2009
The Producers Group October 1995 - October 2007
Skills
Brokers, Life Insurance, Insurance, Term Life Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Underwriting, Health Insurance, Retirement, Sales, Sales Management, Universal Life, Financial Planning, Disability Insurance, Commercial Insurance, Employee Benefits, Marketing
Education
California Lutheran University 1985 — 1989
BA, Interdisciplinary Studies
Pinney Insurance Center, Inc March 2015 - Present
Life & Annuity Masters Inc September 2014 - March 2015
CPI Financial & Insurance Services June 2011 - August 2014
Mountain Financial Group/National Brokerage October 2007 - July 2009
The Producers Group October 1995 - October 2007
Skills
Brokers, Life Insurance, Insurance, Term Life Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Underwriting, Health Insurance, Retirement, Sales, Sales Management, Universal Life, Financial Planning, Disability Insurance, Commercial Insurance, Employee Benefits, Marketing
Education
California Lutheran University 1985 — 1989
BA, Interdisciplinary Studies
Michelle Ledesma Michelle Ledesma's The Producers Group Experience May 2004 - March 2005
Job Legal Administrative Assistant at Akerman, LLP
Industry Law Practice
Experience
Akerman LLP May 2015 - Present
Gordon & Silver, Ltd. January 2013 - May 2015
Goldsmith & Guymon, P.C. August 2009 - January 2013
Law Offices of Amesbury & Schutt October 2008 - April 2009
Craig P. Kenny & Associates October 2007 - October 2008
SJB Financial, LLC January 2007 - October 2007
Investment Insurance Services April 2005 - January 2007
The Producers Group May 2004 - March 2005
The Producers Group February 2003 - May 2004
Skills
Small Claims, Probate,..., Legal Research, Westlaw, Legal Writing, Litigation, Civil Litigation, Employment Law, Courts, Personal Injury, Document Review, Commercial Litigation, Trials, Legal Assistance, Corporate Law, Intellectual Property, Appeals
Education
Community College of Southern Nevada 2001 — 2003
Associate of Science (A.S.), Paralegal Studies
University of Nevada Las Vegas
Bachelor of Business Administration (BBA), Human Resources Management and Services
Akerman LLP May 2015 - Present
Gordon & Silver, Ltd. January 2013 - May 2015
Goldsmith & Guymon, P.C. August 2009 - January 2013
Law Offices of Amesbury & Schutt October 2008 - April 2009
Craig P. Kenny & Associates October 2007 - October 2008
SJB Financial, LLC January 2007 - October 2007
Investment Insurance Services April 2005 - January 2007
The Producers Group May 2004 - March 2005
The Producers Group February 2003 - May 2004
Skills
Small Claims, Probate,..., Legal Research, Westlaw, Legal Writing, Litigation, Civil Litigation, Employment Law, Courts, Personal Injury, Document Review, Commercial Litigation, Trials, Legal Assistance, Corporate Law, Intellectual Property, Appeals
Education
Community College of Southern Nevada 2001 — 2003
Associate of Science (A.S.), Paralegal Studies
University of Nevada Las Vegas
Bachelor of Business Administration (BBA), Human Resources Management and Services
Christian Pimentel's The Producers Group Experience January 2008 - June 2010
Job Strategic Operations Manager at Safeway.com
Industry Information Technology and Services
Experience
Safeway.com March 2015 - Present
Safeway.com June 2014 - February 2015
Safeway.com March 2013 - May 2014
IBM January 2012 - June 2012
Hamilton Sundstrand (UTC) June 2011 - December 2011
The Producers Group January 2008 - June 2010
Skills
Financial Analysis, Financial Modeling, Business Process, Financial Reporting, Access, Forecasting, Microsoft Excel, Analysis, SAP, Corporate Finance, Hyperion Enterprise, Essbase, Data Analysis, Business Analysis, SQL, SSIS, SSRS, Strategy
Education
Northeastern University 2010 — 2012
MBA, Finance
University of California, Irvine 2003 — 2007
Mathematics, Computational and Applied Mathematics
Safeway.com March 2015 - Present
Safeway.com June 2014 - February 2015
Safeway.com March 2013 - May 2014
IBM January 2012 - June 2012
Hamilton Sundstrand (UTC) June 2011 - December 2011
The Producers Group January 2008 - June 2010
Skills
Financial Analysis, Financial Modeling, Business Process, Financial Reporting, Access, Forecasting, Microsoft Excel, Analysis, SAP, Corporate Finance, Hyperion Enterprise, Essbase, Data Analysis, Business Analysis, SQL, SSIS, SSRS, Strategy
Education
Northeastern University 2010 — 2012
MBA, Finance
University of California, Irvine 2003 — 2007
Mathematics, Computational and Applied Mathematics
Christine Guglielmo Christine Guglielmo's The Producers Group Experience October 1999 - Present
Job Executive Assistant at The Producers Group
Industry Financial Services
Experience
The Producers Group October 1999 - Present
Skills
Office Administration, Process Scheduler, Insurance, Business Development, Customer Service, Outlook, Calendaring, Research, Administrative..., Event Planning, Calendars, Office Management, Executive..., Confidentiality, Travel Arrangements, Life Insurance, Sales, Human Resources, Term Life Insurance, Marketing
Education
San Diego State University-California State University 1988 — 1990
Bachelor of Arts (BA), Journalism/Public Relations
The Producers Group October 1999 - Present
Skills
Office Administration, Process Scheduler, Insurance, Business Development, Customer Service, Outlook, Calendaring, Research, Administrative..., Event Planning, Calendars, Office Management, Executive..., Confidentiality, Travel Arrangements, Life Insurance, Sales, Human Resources, Term Life Insurance, Marketing
Education
San Diego State University-California State University 1988 — 1990
Bachelor of Arts (BA), Journalism/Public Relations
Vince Vitiello's The Producers Group Experience July 2011 - September 2014
Job President, Global Diversity Marketing
Industry Management Consulting
Experience
The Producers Group July 2011 - September 2014
National Life Group January 2009 - January 2011
Allianz of America, Inc. January 2004 - January 2008
MetLife 1981 - 2003
MetLife 1981 - 2003
Skills
Marketing, Fixed Annuities, Life Insurance, Mutual Funds, Insurance, Disability Insurance, Long-term Care, Retirement, Retirement Planning, Health Insurance, Underwriting, Investments, Series 63, Series 7, Employee Benefits, Brokers, Estate Planning, Strategic Financial..., Term Life Insurance, Financial Services, Banking, Finance
Education
Pace University 1978 — 1980
MBA, Marketing and International business
Manhattan College 1974 — 1978
Bachelor of Arts (B.A.)
Xaverian High School 1970 — 1974
The Producers Group July 2011 - September 2014
National Life Group January 2009 - January 2011
Allianz of America, Inc. January 2004 - January 2008
MetLife 1981 - 2003
MetLife 1981 - 2003
Skills
Marketing, Fixed Annuities, Life Insurance, Mutual Funds, Insurance, Disability Insurance, Long-term Care, Retirement, Retirement Planning, Health Insurance, Underwriting, Investments, Series 63, Series 7, Employee Benefits, Brokers, Estate Planning, Strategic Financial..., Term Life Insurance, Financial Services, Banking, Finance
Education
Pace University 1978 — 1980
MBA, Marketing and International business
Manhattan College 1974 — 1978
Bachelor of Arts (B.A.)
Xaverian High School 1970 — 1974
Amanda Smith Amanda Smith's The Producers Group Experience September 2000 - November 2002
Job Vice President of Patios Plus, Inc
Industry Retail
Experience
Patios Plus Inc September 2007 - Present
Ethan Allen October 2006 - August 2007
Storehouse Furniture September 2004 - October 2006
The Producers Group September 2000 - November 2002
Skills
Merchandising, Interior Design, Furniture, Styling, Event Planning, Retail Buying
Education
San Diego State University-California State University 1996 — 2001
BS, Marketing
Patios Plus Inc September 2007 - Present
Ethan Allen October 2006 - August 2007
Storehouse Furniture September 2004 - October 2006
The Producers Group September 2000 - November 2002
Skills
Merchandising, Interior Design, Furniture, Styling, Event Planning, Retail Buying
Education
San Diego State University-California State University 1996 — 2001
BS, Marketing
Aaron Flewellen Aaron Flewellen's The Producers Group Experience 2002 - 2003
Job Director at Employee Benefits Administration & Management (EBA&M)
Industry Insurance
Experience
EBA&M June 2009 - Present
Benelect March 2007 - March 2009
Westlake Employee Benefits 2004 - 2007
Transamerica Life Insurance Company 2003 - 2003
The Producers Group 2002 - 2003
Skills
Health Insurance, Insurance, Dental Insurance, Employee Benefits, Self-Funded Health Plans, HRA, HSA, Life Insurance, Term Life Insurance, Permanent Life Insurance, Marketing, Sales, Product Design, Customer Service..., Insurance Brokerage, TPA Services, COBRA, FSA, Flexible Spending..., Third-Party..., Self-Funding, Partial Self-Funding
Education
Chapman University 1988 — 2018
Bachelor of Science, Business Administration
Chapman University 2000 — 2004
BS, Business Administration - Marketing
Chapman University, The George L. Argyros School of Business and Economics 2000 — 2004
Bachelor of Science, Business Administration
Silverado High School 1996 — 2000
EBA&M June 2009 - Present
Benelect March 2007 - March 2009
Westlake Employee Benefits 2004 - 2007
Transamerica Life Insurance Company 2003 - 2003
The Producers Group 2002 - 2003
Skills
Health Insurance, Insurance, Dental Insurance, Employee Benefits, Self-Funded Health Plans, HRA, HSA, Life Insurance, Term Life Insurance, Permanent Life Insurance, Marketing, Sales, Product Design, Customer Service..., Insurance Brokerage, TPA Services, COBRA, FSA, Flexible Spending..., Third-Party..., Self-Funding, Partial Self-Funding
Education
Chapman University 1988 — 2018
Bachelor of Science, Business Administration
Chapman University 2000 — 2004
BS, Business Administration - Marketing
Chapman University, The George L. Argyros School of Business and Economics 2000 — 2004
Bachelor of Science, Business Administration
Silverado High School 1996 — 2000
Michelle Prato-Scott's The Producers Group Experience December 2008 - October 2011
Job Associate at Remack Associates, Inc
Industry Financial Services
Experience
Remack Associates, Inc November 2014 - Present
Eagle Creek June 2012 - November 2013
Reef January 2012 - May 2012
The Producers Group December 2008 - October 2011
Drew George & Partners July 2008 - November 2008
Hall Equities Group March 2005 - September 2007
Skills
Insurance, Customer Service, Marketing, Microsoft Excel, New Business Development, Business Strategy, Business Planning, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Account Management, Financial Analysis, Negotiation, Budgets, Analysis, Process Improvement, Management, Market Research, Product Development
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bachelor's of Science Degree, Finance with minor in Economics
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bachelor's of Science Degree in Financial Management, Finance, General
Remack Associates, Inc November 2014 - Present
Eagle Creek June 2012 - November 2013
Reef January 2012 - May 2012
The Producers Group December 2008 - October 2011
Drew George & Partners July 2008 - November 2008
Hall Equities Group March 2005 - September 2007
Skills
Insurance, Customer Service, Marketing, Microsoft Excel, New Business Development, Business Strategy, Business Planning, Outlook, Microsoft Word, PowerPoint, Microsoft Office, Account Management, Financial Analysis, Negotiation, Budgets, Analysis, Process Improvement, Management, Market Research, Product Development
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bachelor's of Science Degree, Finance with minor in Economics
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bachelor's of Science Degree in Financial Management, Finance, General
Mark Lau's The Producers Group Experience February 2009 - July 2010
Job Head Men's and Assistant Women's Volleyball Coach at Graceland University
Industry Higher Education
Experience
Graceland University August 2013 - Present
Taylor University August 2012 - July 2013
Velocity January 2011 - August 2012
Lewis University August 2010 - May 2012
Aerosend July 2009 - January 2011
The Producers Group February 2009 - July 2010
Harbor Private Funds February 2007 - January 2009
Expedite Media Group October 2004 - February 2007
Symmetry Direct December 2002 - October 2004
Skills
Insurance, Risk Management, Small Business, Customer Relations, Sales Management, New Business Development, Problem Solving, Account Management, Excel, PowerPoint, Word, Consultative Selling, Marketing Strategy, Portfolio Management, Team Building, Microsoft Office, Team Leadership, Business Strategy, Coaching, Budgeting, Contract Negotiation, Operations Management, Social Media, Direct Sales, Contract Negotiations, Employee Benefits, Start-ups, Mentoring, Financial Planning, Advertising, Customer Service, Microsoft Word, Microsoft Excel, Time Management, Leadership, Strategic Financial..., Selling, Social Media Marketing, Budgets, Business Development, Sales
Education
University of St. Francis 2014 — 2016
Master's degree, Management
Ball State University 1998 — 2000
B.S., Sports Administration, minor in Business
Augustana College 1996 — 1997
Maine West H.S. 1992 — 1995
Graceland University August 2013 - Present
Taylor University August 2012 - July 2013
Velocity January 2011 - August 2012
Lewis University August 2010 - May 2012
Aerosend July 2009 - January 2011
The Producers Group February 2009 - July 2010
Harbor Private Funds February 2007 - January 2009
Expedite Media Group October 2004 - February 2007
Symmetry Direct December 2002 - October 2004
Skills
Insurance, Risk Management, Small Business, Customer Relations, Sales Management, New Business Development, Problem Solving, Account Management, Excel, PowerPoint, Word, Consultative Selling, Marketing Strategy, Portfolio Management, Team Building, Microsoft Office, Team Leadership, Business Strategy, Coaching, Budgeting, Contract Negotiation, Operations Management, Social Media, Direct Sales, Contract Negotiations, Employee Benefits, Start-ups, Mentoring, Financial Planning, Advertising, Customer Service, Microsoft Word, Microsoft Excel, Time Management, Leadership, Strategic Financial..., Selling, Social Media Marketing, Budgets, Business Development, Sales
Education
University of St. Francis 2014 — 2016
Master's degree, Management
Ball State University 1998 — 2000
B.S., Sports Administration, minor in Business
Augustana College 1996 — 1997
Maine West H.S. 1992 — 1995
Seymour Schreiber's The Producers Group Experience February 2012 - Present
Job Regional Vice President at The Producers Group
Industry Financial Services
Experience
The Producers Group February 2012 - Present
National Life Group June 2009 - November 2011
Allianz Life 2006 - 2008
MetLife September 1974 - May 2004
Metropolitan Life Insurance Company 1996 - 2004
MetLife Financial Services 1974 - 2004
Skills
Fixed Annuities, Marketing, Insurance, Long-term Care, Retirement, Underwriting, Disability Insurance, 401k, Life Insurance, Variable Annuities, Mutual Funds, Term Life Insurance, Retirement Planning, IRAs, Series 6, Financial Planners
Education
City University of New York-Baruch College 1971 — 1974
MBA, Marketing
The Producers Group February 2012 - Present
National Life Group June 2009 - November 2011
Allianz Life 2006 - 2008
MetLife September 1974 - May 2004
Metropolitan Life Insurance Company 1996 - 2004
MetLife Financial Services 1974 - 2004
Skills
Fixed Annuities, Marketing, Insurance, Long-term Care, Retirement, Underwriting, Disability Insurance, 401k, Life Insurance, Variable Annuities, Mutual Funds, Term Life Insurance, Retirement Planning, IRAs, Series 6, Financial Planners
Education
City University of New York-Baruch College 1971 — 1974
MBA, Marketing
Mike Durr Jr.'s The Producers Group Experience January 2012 - November 2012
Job Sales Representative at Canal Barge Company Inc.
Industry Oil & Energy
Experience
Canal Barge Company Inc. January 2015 - Present
Harvey Gulf International Marine June 2013 - January 2015
Regal Construction LLC November 2012 - June 2013
The Producers Group January 2012 - November 2012
Woodward Steel Group January 2008 - January 2012
Woodward Design+Build January 2003 - January 2008
Skills
Submittals, Construction Management, Construction, Contract Management, Project Estimation, Value Engineering, Process Scheduler, Change Orders, Subcontracting, Project Planning, Project Coordination, Contractors, Concrete, Budgets, Contract Negotiation, Cost Control, Supervisory Skills, LEED, Project Control, MS Project, Pre-construction, Proposal Writing, Inspection, Project Engineering, Construction Safety, Microsoft Project
Education
Louisiana State University 1998 — 2002
Canal Barge Company Inc. January 2015 - Present
Harvey Gulf International Marine June 2013 - January 2015
Regal Construction LLC November 2012 - June 2013
The Producers Group January 2012 - November 2012
Woodward Steel Group January 2008 - January 2012
Woodward Design+Build January 2003 - January 2008
Skills
Submittals, Construction Management, Construction, Contract Management, Project Estimation, Value Engineering, Process Scheduler, Change Orders, Subcontracting, Project Planning, Project Coordination, Contractors, Concrete, Budgets, Contract Negotiation, Cost Control, Supervisory Skills, LEED, Project Control, MS Project, Pre-construction, Proposal Writing, Inspection, Project Engineering, Construction Safety, Microsoft Project
Education
Louisiana State University 1998 — 2002
Judith Rubin's The Producers Group Experience December 2011 - Present
Job Themed Entertainment social media, PR & publications
Industry Public Relations and Communications
Experience
Gantom Lighting & Controls November 2014 - Present
Attraktion! February 2012 - Present
The Producers Group December 2011 - Present
InPark Magazine June 2010 - Present
Sound & Communications magazine 2008 - Present
Lighting & Sound America magazine 2006 - Present
TEA (Themed Entertainment Association) 2005 - Present
Judith Rubin Public Relations for the Attractions Industry September 1995 - Present
IMERSA May 2008 - June 2014
FUNA International Group December 2009 - July 2013
Skills
Blogging, Photography, Copywriting, Event Planning, Public Relations, Social Media, Editing, Media Relations, Press Releases, Digital Media, Advertising, Event Management, Publicity, Newsletters, Marketing Communications, Magazines, Marketing Strategy, Social Media Marketing, Digital Marketing, Strategic Communications, Publications, New Media, Storytelling, Editorial, Film, Feature Articles, Multimedia, InDesign, Research, Content Strategy, Museums, Graphic Design, Video Production, Video, Creative Writing
Education
Pratt Institute 1979 — 1981
BFA
Pratt Institute
Bachelor of Fine Arts (BFA)
Gantom Lighting & Controls November 2014 - Present
Attraktion! February 2012 - Present
The Producers Group December 2011 - Present
InPark Magazine June 2010 - Present
Sound & Communications magazine 2008 - Present
Lighting & Sound America magazine 2006 - Present
TEA (Themed Entertainment Association) 2005 - Present
Judith Rubin Public Relations for the Attractions Industry September 1995 - Present
IMERSA May 2008 - June 2014
FUNA International Group December 2009 - July 2013
Skills
Blogging, Photography, Copywriting, Event Planning, Public Relations, Social Media, Editing, Media Relations, Press Releases, Digital Media, Advertising, Event Management, Publicity, Newsletters, Marketing Communications, Magazines, Marketing Strategy, Social Media Marketing, Digital Marketing, Strategic Communications, Publications, New Media, Storytelling, Editorial, Film, Feature Articles, Multimedia, InDesign, Research, Content Strategy, Museums, Graphic Design, Video Production, Video, Creative Writing
Education
Pratt Institute 1979 — 1981
BFA
Pratt Institute
Bachelor of Fine Arts (BFA)
Ellen Keaton's The Producers Group Experience September 2004 - Present
Job Commissions specialist at The Producers Group
Industry Insurance
Experience
The Producers Group September 2004 - Present
Education
Eastern Kentucky University
The Producers Group September 2004 - Present
Education
Eastern Kentucky University
Richard Machado, CFP(r)'s The Producers Group Experience October 2008 - February 2011
Job Life Brokerage at Guardian Life
Industry Insurance
Experience
Guardian Life August 2013 - Present
Insure-co, LLC March 2011 - July 2013
The Producers Group October 2008 - February 2011
Lincoln Financial Distributors April 2004 - October 2008
MetLife Financial Services 2000 - 2004
Skills
Life Insurance, Wealth, Insurance, Retirement Planning, Alternative Investments
Education
New York University 1993 — 1997
BA
Guardian Life August 2013 - Present
Insure-co, LLC March 2011 - July 2013
The Producers Group October 2008 - February 2011
Lincoln Financial Distributors April 2004 - October 2008
MetLife Financial Services 2000 - 2004
Skills
Life Insurance, Wealth, Insurance, Retirement Planning, Alternative Investments
Education
New York University 1993 — 1997
BA
Catherine Dove's The Producers Group Experience 1996 - 2000
Job Director of Education, LTC Connection
Industry Insurance
Experience
LTC Inner Circle April 2013 - Present
LTC Connection October 2010 - Present
John Hancock July 2006 - October 2010
The Corporation for LTC Certfication June 2004 - September 2005
The Producers Group 1996 - 2000
Skills
Long Term Care Insurance, Long-term Care, Insurance, Training, Employee Benefits, Life Insurance, Marketing, CLTC, New Business Development, Recruiting, Sales, Financial Advisory, Health Insurance, Leadership, 401k, Retirement Planning, Sales Management, Disability Insurance, Brokers, Fixed Annuities, Selling, Medicare, Financial Planners, Insurance Agency..., Term Life Insurance, Retirement, Analysis, Estate Planning, Small Business
Education
California State University-Long Beach 1988 — 1991
BA, Gerontology and Psychology
LTC Inner Circle April 2013 - Present
LTC Connection October 2010 - Present
John Hancock July 2006 - October 2010
The Corporation for LTC Certfication June 2004 - September 2005
The Producers Group 1996 - 2000
Skills
Long Term Care Insurance, Long-term Care, Insurance, Training, Employee Benefits, Life Insurance, Marketing, CLTC, New Business Development, Recruiting, Sales, Financial Advisory, Health Insurance, Leadership, 401k, Retirement Planning, Sales Management, Disability Insurance, Brokers, Fixed Annuities, Selling, Medicare, Financial Planners, Insurance Agency..., Term Life Insurance, Retirement, Analysis, Estate Planning, Small Business
Education
California State University-Long Beach 1988 — 1991
BA, Gerontology and Psychology
Lesley Buffum's The Producers Group Experience September 1998 - Present
Job Agent at The Producers Group
Industry Insurance
Experience
The Producers Group September 1998 - Present
San Clemente Adult Day Health Care Center September 1992 - September 1997
Skills
Advanced Sales..., Public Speaking, Surfing, Golfing, Musician- Bass and Piano, Culinary Skills
Education
California State University-Fullerton 1990 — 1992
Bachelor's, Psychology
San Clemente High School 1969 — 1973
The Producers Group September 1998 - Present
San Clemente Adult Day Health Care Center September 1992 - September 1997
Skills
Advanced Sales..., Public Speaking, Surfing, Golfing, Musician- Bass and Piano, Culinary Skills
Education
California State University-Fullerton 1990 — 1992
Bachelor's, Psychology
San Clemente High School 1969 — 1973
Jooho Lee's The Producers Group Experience February 2013 - Present
Job Director at Korean Produce Association
Industry Insurance
Experience
The Producer's Group February 2013 - Present
Korean Produce Association April 2010 - Present
new england financial October 2004 - January 2013
Education
Boston University 2002 — 2004
MBA, Finance and Financial Management Services
Roger Williams University
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Youngdong High School
The Producer's Group February 2013 - Present
Korean Produce Association April 2010 - Present
new england financial October 2004 - January 2013
Education
Boston University 2002 — 2004
MBA, Finance and Financial Management Services
Roger Williams University
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Youngdong High School
Tina Tenbroek, PHR's The Producers Group Experience February 2012 - April 2014
Job HR Analyst at San Diego Housing Commission
Industry Human Resources
Experience
San Diego Housing Commission April 2014 - Present
The Producers Group February 2012 - April 2014
San Diego Housing Commission February 2011 - February 2012
Skills
Organizational..., New Hire Orientations, Succession Planning, Hiring, Technical Recruiting, Sourcing, College Recruiting, Onboarding, Interviews, Talent Management, Talent Acquisition, HRIS, Applicant Tracking..., Temporary Placement, Leadership, Internet Recruiting
Education
University of California, San Diego
HR Management Certification
San Diego Housing Commission April 2014 - Present
The Producers Group February 2012 - April 2014
San Diego Housing Commission February 2011 - February 2012
Skills
Organizational..., New Hire Orientations, Succession Planning, Hiring, Technical Recruiting, Sourcing, College Recruiting, Onboarding, Interviews, Talent Management, Talent Acquisition, HRIS, Applicant Tracking..., Temporary Placement, Leadership, Internet Recruiting
Education
University of California, San Diego
HR Management Certification
Joe Brigandi's The Producers Group Experience May 2007 - Present
Job Senior Policy Owner Service Rep. at Zurich North America
Industry Insurance
Experience
Zurich North America April 2014 - Present
The Producers Group May 2007 - Present
Transamerica September 2004 - April 2007
Citi August 2002 - August 2004
Skills
Insurance, Outlook, Estate Planning, Strategic Financial..., Photoshop, Term Life Insurance, Permanent Life Insurance, Life Insurance, Underwriting, Customer Service
Education
Kansas State University 1998 — 2002
Graphic Design
Zurich North America April 2014 - Present
The Producers Group May 2007 - Present
Transamerica September 2004 - April 2007
Citi August 2002 - August 2004
Skills
Insurance, Outlook, Estate Planning, Strategic Financial..., Photoshop, Term Life Insurance, Permanent Life Insurance, Life Insurance, Underwriting, Customer Service
Education
Kansas State University 1998 — 2002
Graphic Design
Joe Heinrich's The Producers Group Experience March 2003 - August 2010
Job Regional Vice President at AXA Equitable
Industry Insurance
Experience
AXA Equitable September 2012 - Present
LPL Financial May 2011 - August 2012
The Producers Group March 2003 - August 2010
Travelers Life and Annuity June 2002 - March 2003
USA Hauling and Recycling INC August 2000 - May 2002
ICG Inc November 1997 - July 2000
Skills
Life Insurance, Estate Planning, Employee Benefits, Insurance, Underwriting, Retirement, Retirement Planning, Universal Life, Health Insurance, 401k, Financial Advisory, Wealth Management, Whole Life, IRAs, Disability Insurance, Wealth, Mutual Funds, Term Life Insurance, Financial Planners, Financial Services, Long Term Care Insurance, Long-term Care, Series 6, Series 63, Fixed Annuities
Education
The University of Connecticut
AXA Equitable September 2012 - Present
LPL Financial May 2011 - August 2012
The Producers Group March 2003 - August 2010
Travelers Life and Annuity June 2002 - March 2003
USA Hauling and Recycling INC August 2000 - May 2002
ICG Inc November 1997 - July 2000
Skills
Life Insurance, Estate Planning, Employee Benefits, Insurance, Underwriting, Retirement, Retirement Planning, Universal Life, Health Insurance, 401k, Financial Advisory, Wealth Management, Whole Life, IRAs, Disability Insurance, Wealth, Mutual Funds, Term Life Insurance, Financial Planners, Financial Services, Long Term Care Insurance, Long-term Care, Series 6, Series 63, Fixed Annuities
Education
The University of Connecticut
Jason Ho's The Producers Group Experience May 2012 - Present
Job Business Development Specialist at The Producers Group
Industry Insurance
Experience
The Producers Group May 2012 - Present
Skills
Insurance, Life Insurance, Brokers, Fixed Annuities, Underwriting, New Business Development, Long-term Care, Retirement, Disability Insurance, Sales Management, Marketing, Business Planning, Retirement Planning
Education
Baruch College
The Producers Group May 2012 - Present
Skills
Insurance, Life Insurance, Brokers, Fixed Annuities, Underwriting, New Business Development, Long-term Care, Retirement, Disability Insurance, Sales Management, Marketing, Business Planning, Retirement Planning
Education
Baruch College
Constance Wallace Canfield's The Producers Group Experience July 2007 - April 2008
Job
Industry Oil & Energy
Experience
EnVen Energy Ventures, LLC April 2008 - Present
The Producers Group July 2007 - April 2008
Murphy Oil October 1991 - July 2007
Westminster Corporation July 1990 - September 1991
Skills
Oil & Gas Industry, Accounting, Spreadsheets, Highly detail oriented, Team-oriented, Petroleum, Lease Administration, Dependable Team Player, AFE Coordinator, Land Secretary, Executive Secretary, Office Manager, Administrative Office..., Highly motivated..., Versatility, Great communications..., Loyal, Contracts Administrators, Administrative..., Account Reconciliation, Leases, Auditing, 10 Key, Filing, File Management, Supervisory Skills, Office Administration, Energy Industry, Data Entry, Telephone Skills, Accounts Payable, Analytical Skills, Contract Management
Education
Delgado Community College 2011 — 2013
A.A.S. and A.A.S., Business and Management: Human Resource Management and Administrative Office Technology, 3.79
Phillips Community College 1990 — 1993
A.A.S. and A.A.S., Business Administration: General Business: Management and Accounting Technology: Account Clerk, 3.89
EnVen Energy Ventures, LLC April 2008 - Present
The Producers Group July 2007 - April 2008
Murphy Oil October 1991 - July 2007
Westminster Corporation July 1990 - September 1991
Skills
Oil & Gas Industry, Accounting, Spreadsheets, Highly detail oriented, Team-oriented, Petroleum, Lease Administration, Dependable Team Player, AFE Coordinator, Land Secretary, Executive Secretary, Office Manager, Administrative Office..., Highly motivated..., Versatility, Great communications..., Loyal, Contracts Administrators, Administrative..., Account Reconciliation, Leases, Auditing, 10 Key, Filing, File Management, Supervisory Skills, Office Administration, Energy Industry, Data Entry, Telephone Skills, Accounts Payable, Analytical Skills, Contract Management
Education
Delgado Community College 2011 — 2013
A.A.S. and A.A.S., Business and Management: Human Resource Management and Administrative Office Technology, 3.79
Phillips Community College 1990 — 1993
A.A.S. and A.A.S., Business Administration: General Business: Management and Accounting Technology: Account Clerk, 3.89