WestPoint Financial Group
Description
Address: 900 E 96th St #300, Indianapolis, IN 46240 Phone: (317) 469-9999Category: Hours: : : : : Place name: : Website: : Website: https://www.westpointfinancialgroup.com/ 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Westpoint Financial Group Posting publicly on the Web Write a review Reviews"Experienced and highly qualified financial professionals." "Very personable and helpful financial advisors!" View all Google reviews
WestPoint Financial Group List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at WestPoint Financial Group. You can filter them based on skills, years of employment, job, education, department, and prior employment.
WestPoint Financial Group Salaries. You can even request information on how much does WestPoint Financial Group pay if you want to. Learn about salaries, pros and cons of working for WestPoint Financial Group directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
190 WestPoint Financial Group employees in database. Find out everything there's to know about WestPoint Financial Group employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
WestPoint Financial Group Employees
Employee
Years
Job
Industry
Luke Colwell Luke Colwell's WestPoint Financial Group Experience June 2013 - Present
Job Financial Services Professional, Registered Representative at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group June 2013 - Present
Custom Power Products, Inc. January 2010 - June 2013
Mediacom August 2007 - August 2009
Skills
Customer Service, Sales, Public Speaking, Leadership, Microsoft Word, Analysis, Marketing, Financial Services, PowerPoint, Negotiation
Education
University of Illinois Springfield 2009 — 2013
Bachelor's degree, Business Administration, Minor Management Information Systems, Senior
Southern Illinois University Edwardsville 2009 — 2011
International Business
IVC 2005 — 2009
WestPoint Financial Group June 2013 - Present
Custom Power Products, Inc. January 2010 - June 2013
Mediacom August 2007 - August 2009
Skills
Customer Service, Sales, Public Speaking, Leadership, Microsoft Word, Analysis, Marketing, Financial Services, PowerPoint, Negotiation
Education
University of Illinois Springfield 2009 — 2013
Bachelor's degree, Business Administration, Minor Management Information Systems, Senior
Southern Illinois University Edwardsville 2009 — 2011
International Business
IVC 2005 — 2009
Derek Smith, MSHRM's WestPoint Financial Group Experience January 2013 - July 2014
Job Talent Acquisition at McGladrey
Industry Accounting
Experience
McGladrey July 2014 - Present
WestPoint Financial Group January 2013 - July 2014
IndySHRM August 2010 - July 2014
IndySHRM August 2010 - July 2014
Indiana Pacers July 2012 - November 2012
Purdue University Athletic Department August 2010 - July 2012
JPMorgan Chase March 2008 - July 2010
Enterprise Rent a Car January 2005 - February 2008
Best Buy October 2003 - November 2004
Northwestern Mutual April 2003 - December 2003
Skills
Marketing, Team Leadership, Data Analysis, Leadership, Financial Analysis, Budgets, Team Building, Strategic Planning, Change Management, College Recruiting, Recruiting, Entrepreneurship, Research, Business Development, Management, Time Management, Employee Benefits, Teamwork, Training, Leadership Development, Human Resources, Coaching, Insurance, Performance Management, Staff Development, Employee Training
Education
Purdue University - Krannert School of Management 2010 — 2012
MSHRM, Human Resource Management
Purdue University - Consumer Sciences and Retailing 1998 — 2003
Bachelor of Science Degree, Financial Planning and Counseling
Purdue University 1998 — 2003
Minor, Organizational Leadership and Supervision
McGladrey July 2014 - Present
WestPoint Financial Group January 2013 - July 2014
IndySHRM August 2010 - July 2014
IndySHRM August 2010 - July 2014
Indiana Pacers July 2012 - November 2012
Purdue University Athletic Department August 2010 - July 2012
JPMorgan Chase March 2008 - July 2010
Enterprise Rent a Car January 2005 - February 2008
Best Buy October 2003 - November 2004
Northwestern Mutual April 2003 - December 2003
Skills
Marketing, Team Leadership, Data Analysis, Leadership, Financial Analysis, Budgets, Team Building, Strategic Planning, Change Management, College Recruiting, Recruiting, Entrepreneurship, Research, Business Development, Management, Time Management, Employee Benefits, Teamwork, Training, Leadership Development, Human Resources, Coaching, Insurance, Performance Management, Staff Development, Employee Training
Education
Purdue University - Krannert School of Management 2010 — 2012
MSHRM, Human Resource Management
Purdue University - Consumer Sciences and Retailing 1998 — 2003
Bachelor of Science Degree, Financial Planning and Counseling
Purdue University 1998 — 2003
Minor, Organizational Leadership and Supervision
Sarah Nelson Hensley's WestPoint Financial Group Experience August 2013 - Present
Job Agent Service Representative
Industry Insurance
Experience
WestPoint Financial Group August 2013 - Present
Water Street Solutions June 2008 - July 2013
Nexus Marketing April 2006 - June 2008
Smithfield Beef Group November 2002 - April 2006
Skills
Agribusiness, Marketing Strategy, Agriculture, Customer Service, Event Planning, Sales, Microsoft Excel, Strategic Planning, Financial Analysis, New Business Development, Microsoft Office, Public Relations, Account Management, Sales Management, Negotiation, Social Networking
Education
University of Minnesota-Twin Cities 1997 — 2002
Agriculture Industries and Marketing
Alden Conger High School 1993 — 1997
WestPoint Financial Group August 2013 - Present
Water Street Solutions June 2008 - July 2013
Nexus Marketing April 2006 - June 2008
Smithfield Beef Group November 2002 - April 2006
Skills
Agribusiness, Marketing Strategy, Agriculture, Customer Service, Event Planning, Sales, Microsoft Excel, Strategic Planning, Financial Analysis, New Business Development, Microsoft Office, Public Relations, Account Management, Sales Management, Negotiation, Social Networking
Education
University of Minnesota-Twin Cities 1997 — 2002
Agriculture Industries and Marketing
Alden Conger High School 1993 — 1997
Rachel Begley's WestPoint Financial Group Experience January 2009 - October 2010
Job Operations Manager at Brendanwood Financial
Industry Insurance
Experience
Brendanwood Financial November 2010 - Present
WestPoint Financial Group January 2009 - October 2010
The Hartford 2001 - 2008
Medco October 1999 - August 2001
Skills
Vendor Management, Change Management, Budgets, Microsoft Office, Inventory Management, Business Analysis, Program Management, Account Management, Sales, Analysis, New Business Development, Process Improvement, Project Management
Education
The Ohio State University 1999 — 2001
gahanna lincoln 1995 — 1998
Brendanwood Financial November 2010 - Present
WestPoint Financial Group January 2009 - October 2010
The Hartford 2001 - 2008
Medco October 1999 - August 2001
Skills
Vendor Management, Change Management, Budgets, Microsoft Office, Inventory Management, Business Analysis, Program Management, Account Management, Sales, Analysis, New Business Development, Process Improvement, Project Management
Education
The Ohio State University 1999 — 2001
gahanna lincoln 1995 — 1998
Rebecca Caldwell Rebecca Caldwell's WestPoint Financial Group Experience January 2013 - September 2013
Job Owner of J&R Medical
Industry Medical Devices
Experience
J&R Medical December 2014 - Present
Tech Surgical September 2013 - December 2014
WestPoint Financial Group January 2013 - September 2013
Skills
Sales, Life Insurance, Insurance, Disability Insurance, Retirement Planning, Cold Calling, Account Management, Marketing, Sales Management, New Business Development, Investments, Leadership, Coaching, Contract Negotiation, Credit, Direct Sales, Employee Benefits, Financial Services, Marketing Communications, Marketing Strategy, Mutual Funds, Program Management, Recruiting, Retirement, Sales Presentations, Securities, Series 63, Strategic Financial..., Sales Operations, Small Business
Education
University of Delaware 1991 — 1995
Political Science, History
J&R Medical December 2014 - Present
Tech Surgical September 2013 - December 2014
WestPoint Financial Group January 2013 - September 2013
Skills
Sales, Life Insurance, Insurance, Disability Insurance, Retirement Planning, Cold Calling, Account Management, Marketing, Sales Management, New Business Development, Investments, Leadership, Coaching, Contract Negotiation, Credit, Direct Sales, Employee Benefits, Financial Services, Marketing Communications, Marketing Strategy, Mutual Funds, Program Management, Recruiting, Retirement, Sales Presentations, Securities, Series 63, Strategic Financial..., Sales Operations, Small Business
Education
University of Delaware 1991 — 1995
Political Science, History
Caleb Peavler's WestPoint Financial Group Experience January 2012 - March 2014
Job Rig Manager at Legendary Marine
Industry Maritime
Experience
Legendary Marine March 2014 - Present
WestPoint Financial Group January 2012 - March 2014
Northwestern Mutual May 2009 - December 2011
Education
Southern Illinois University, Carbondale 2005 — 2009
Bachelor
Catlin High School 2001 — 2005
Bachelor of Applied Science (BASc), Automotive Engineering Technology/Technician
Legendary Marine March 2014 - Present
WestPoint Financial Group January 2012 - March 2014
Northwestern Mutual May 2009 - December 2011
Education
Southern Illinois University, Carbondale 2005 — 2009
Bachelor
Catlin High School 2001 — 2005
Bachelor of Applied Science (BASc), Automotive Engineering Technology/Technician
Jeff (JJ) Stoltenberg's WestPoint Financial Group Experience September 2009 - April 2011
Job Director of Recruitment at ITT Technical Institute
Industry Higher Education
Experience
ITT Technical Institute June 2014 - Present
ITT Technical Institute May 2011 - June 2014
WestPoint Financial Group September 2009 - April 2011
Thrivent Financial for Lutherans June 2006 - August 2009
WWKI May 2006 - July 2009
State Farm Insurance November 2005 - March 2006
Artistic Media Partners March 2001 - November 2005
Skills
College Recruiting, College Admissions, Radio Programming, Radio Broadcasting, Public Speaking, Admissions, Student Recruiting, Interviews, Training, Event Planning, Media Relations, Marketing, Employee Training, Hiring, Advertising, Radio, Leadership Development, Business Development, Program Management, Recruiting, Team Building
Education
University of Nebraska at Kearney 1989 — 1991
B.S., Communications with Sales Emphasis/Minor in Journalism
ITT Technical Institute June 2014 - Present
ITT Technical Institute May 2011 - June 2014
WestPoint Financial Group September 2009 - April 2011
Thrivent Financial for Lutherans June 2006 - August 2009
WWKI May 2006 - July 2009
State Farm Insurance November 2005 - March 2006
Artistic Media Partners March 2001 - November 2005
Skills
College Recruiting, College Admissions, Radio Programming, Radio Broadcasting, Public Speaking, Admissions, Student Recruiting, Interviews, Training, Event Planning, Media Relations, Marketing, Employee Training, Hiring, Advertising, Radio, Leadership Development, Business Development, Program Management, Recruiting, Team Building
Education
University of Nebraska at Kearney 1989 — 1991
B.S., Communications with Sales Emphasis/Minor in Journalism
Jon Burman Jon Burman's WestPoint Financial Group Experience January 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
WestPoint Financial Group January 2013 - Present
CoStar Group 2011 - January 2013
ReachLocal 2010 - 2011
Thompson National Properties, LLC 2006 - 2009
ESPN 2001 - 2006
CME Group 1991 - 2001
New York Jets 1989 - 1991
Education
University of Illinois at Urbana-Champaign
BSBA, Business
Carmel High School
WestPoint Financial Group January 2013 - Present
CoStar Group 2011 - January 2013
ReachLocal 2010 - 2011
Thompson National Properties, LLC 2006 - 2009
ESPN 2001 - 2006
CME Group 1991 - 2001
New York Jets 1989 - 1991
Education
University of Illinois at Urbana-Champaign
BSBA, Business
Carmel High School
Marland Richardson's WestPoint Financial Group Experience January 2011 - February 2012
Job Financial Services
Industry Financial Services
Experience
WestPoint Financial Group January 2011 - February 2012
Waddell & Reed September 2009 - December 2010
Charles Schwab July 2008 - August 2009
Indianapolis Black Expo 2005 - 2005
Education
Purdue University 2004 — 2008
WestPoint Financial Group January 2011 - February 2012
Waddell & Reed September 2009 - December 2010
Charles Schwab July 2008 - August 2009
Indianapolis Black Expo 2005 - 2005
Education
Purdue University 2004 — 2008
Charity Middleton Associate Broker North Eastern Group's WestPoint Financial Group Experience February 2009 - February 2011
Job Real Estate Professional/Associate Broker
Industry Real Estate
Experience
North Eastern Group Realty February 2012 - Present
WestPoint Financial Group February 2009 - February 2011
automationtechies April 2008 - February 2009
The Summit Group August 2006 - April 2008
IPFW May 2005 - May 2006
Our Sunday Visitor November 2002 - May 2005
Skills
Recruiting, Leadership, Insurance, Marketing, Management, Networking, Real Estate, Sales, Negotiation
Education
University of Saint Francis 1998 — 2005
MBA, Marketing/Business
University of Saint Francis 1997 — 2001
BA, Business Administration
Lakeland High School
North Eastern Group Realty February 2012 - Present
WestPoint Financial Group February 2009 - February 2011
automationtechies April 2008 - February 2009
The Summit Group August 2006 - April 2008
IPFW May 2005 - May 2006
Our Sunday Visitor November 2002 - May 2005
Skills
Recruiting, Leadership, Insurance, Marketing, Management, Networking, Real Estate, Sales, Negotiation
Education
University of Saint Francis 1998 — 2005
MBA, Marketing/Business
University of Saint Francis 1997 — 2001
BA, Business Administration
Lakeland High School
Nicole Uhrin's WestPoint Financial Group Experience January 2014 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group January 2014 - Present
WestPoint Financial Group March 2013 - Present
Ophthalmology 2012 - 2013
Southwest Diagnostic Centers of Colorado Springs January 2010 - June 2012
Peak Phyiscal Therapy August 2008 - December 2009
Skills
Life Insurance, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Variable Annuities, Retirement Planning, Investments
Education
University of Evansville 2004 — 2008
Bachelor of Science (B.S.), Kinesiology and Exercise Science
University of Evansville 2004 — 2008
Interpersonal Communications
Carmel High School
Carmel High School
Carmel High School
WestPoint Financial Group January 2014 - Present
WestPoint Financial Group March 2013 - Present
Ophthalmology 2012 - 2013
Southwest Diagnostic Centers of Colorado Springs January 2010 - June 2012
Peak Phyiscal Therapy August 2008 - December 2009
Skills
Life Insurance, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Variable Annuities, Retirement Planning, Investments
Education
University of Evansville 2004 — 2008
Bachelor of Science (B.S.), Kinesiology and Exercise Science
University of Evansville 2004 — 2008
Interpersonal Communications
Carmel High School
Carmel High School
Carmel High School
Bill Rahill Bill Rahill's WestPoint Financial Group Experience June 2011 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group June 2011 - Present
indy in May 1992 - May 2009
general motors January 1960 - March 1992
Education
University of Detroit Mercy 1982 — 1987
International Business/Trade/Commerce
WestPoint Financial Group June 2011 - Present
indy in May 1992 - May 2009
general motors January 1960 - March 1992
Education
University of Detroit Mercy 1982 — 1987
International Business/Trade/Commerce
Jordan Fields's WestPoint Financial Group Experience June 2011 - March 2012
Job Internal Wholesaler at OneAmerica Financial Partners Inc.
Industry Financial Services
Experience
OneAmerica Financial Partners Inc. April 2015 - Present
OneAmerica Financial Partners Inc. July 2014 - April 2015
DICK'S Sporting Goods August 2012 - March 2015
Chase October 2013 - July 2014
Old National Bank March 2012 - October 2013
WestPoint Financial Group June 2011 - March 2012
Brownsburg Community School Corporation August 2008 - June 2011
Skills
Insurance, Coaching, Strategic Financial..., Analysis, Retirement Planning, Public Speaking, Time Management, Microsoft Office, Higher Education, Securities, Finance, Staff Development, Sales
Education
Purdue University 2003 — 2008
B.S., Mathematics Education
Delta High School 1999 — 2003
OneAmerica Financial Partners Inc. April 2015 - Present
OneAmerica Financial Partners Inc. July 2014 - April 2015
DICK'S Sporting Goods August 2012 - March 2015
Chase October 2013 - July 2014
Old National Bank March 2012 - October 2013
WestPoint Financial Group June 2011 - March 2012
Brownsburg Community School Corporation August 2008 - June 2011
Skills
Insurance, Coaching, Strategic Financial..., Analysis, Retirement Planning, Public Speaking, Time Management, Microsoft Office, Higher Education, Securities, Finance, Staff Development, Sales
Education
Purdue University 2003 — 2008
B.S., Mathematics Education
Delta High School 1999 — 2003
James C. Brocke, CFP®'s WestPoint Financial Group Experience January 2008 - Present
Job Advisor at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group January 2008 - Present
James C. Brocke CFP®, LLC January 1982 - December 2007
Skills
Financial Services, Estate Planning
Education
University of Notre Dame
Finance
WestPoint Financial Group January 2008 - Present
James C. Brocke CFP®, LLC January 1982 - December 2007
Skills
Financial Services, Estate Planning
Education
University of Notre Dame
Finance
Joe Berry Joe Berry's WestPoint Financial Group Experience May 2012 - May 2013
Job Senior Credit Analyst and Major Merchant Underwriter
Industry Financial Services
Experience
Vantiv April 2014 - Present
Vantiv May 2013 - April 2014
WestPoint Financial Group May 2012 - May 2013
Northwestern Mutual May 2011 - April 2012
Target May 2010 - January 2011
Culver's in Frankfort 2007 - 2008
Skills
Strategic Financial..., Insurance, Finance, Financial Analysis, Financial Risk, Microsoft Office, Microsoft Excel, Credit Risk, Underwriting, Credit Analysis, Life Insurance, Statistical Data..., Mutual Funds, Retirement Planning, Investments, Asset Allocation, Credit Card Transaction..., Econometric Modeling, Statistical Modeling, Regression Models, Visual Basic, Access, R, Stata, Salesforce.com, Risk Analysis, Risk Management, Portfolio Management, Analysis, Sales, Leadership, Financial Planning
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Arts (B.A.), Economics
Lincoln Way East High School 2004 — 2008
Vantiv April 2014 - Present
Vantiv May 2013 - April 2014
WestPoint Financial Group May 2012 - May 2013
Northwestern Mutual May 2011 - April 2012
Target May 2010 - January 2011
Culver's in Frankfort 2007 - 2008
Skills
Strategic Financial..., Insurance, Finance, Financial Analysis, Financial Risk, Microsoft Office, Microsoft Excel, Credit Risk, Underwriting, Credit Analysis, Life Insurance, Statistical Data..., Mutual Funds, Retirement Planning, Investments, Asset Allocation, Credit Card Transaction..., Econometric Modeling, Statistical Modeling, Regression Models, Visual Basic, Access, R, Stata, Salesforce.com, Risk Analysis, Risk Management, Portfolio Management, Analysis, Sales, Leadership, Financial Planning
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Arts (B.A.), Economics
Lincoln Way East High School 2004 — 2008
David Greco's WestPoint Financial Group Experience May 2008 - August 2008
Job Senior Sales Associate, Corporate & Institutional Banking at PNC
Industry Financial Services
Experience
PNC Financial Services Group December 2012 - Present
PNC February 2009 - November 2012
WestPoint Financial Group May 2008 - August 2008
PASS Performance Sports May 2006 - September 2006
Skills
Credit, Financial Analysis, Loan Origination, Personal Banking, Debt Consolidation, Personal Financial..., Sales, Finance, Banking, Relationship Management, Small Business Lending, Strategic Financial...
Education
Purdue University 2004 — 2008
Bachelor of Science (B.S.), Financial Counseling and Planning
Purdue University 2004 — 2008
Minored in, Entrepreneurship and Innovation
PNC Financial Services Group December 2012 - Present
PNC February 2009 - November 2012
WestPoint Financial Group May 2008 - August 2008
PASS Performance Sports May 2006 - September 2006
Skills
Credit, Financial Analysis, Loan Origination, Personal Banking, Debt Consolidation, Personal Financial..., Sales, Finance, Banking, Relationship Management, Small Business Lending, Strategic Financial...
Education
Purdue University 2004 — 2008
Bachelor of Science (B.S.), Financial Counseling and Planning
Purdue University 2004 — 2008
Minored in, Entrepreneurship and Innovation
Nathan Slavens's WestPoint Financial Group Experience August 2006 - December 2009
Job Registered Nurse at IU Health North Hospital
Industry Hospital & Health Care
Experience
Indiana University Health May 2013 - Present
The Ohio State University Wexner Medical Center August 2011 - May 2013
The Ohio State University Wexner Medical Center August 2011 - August 2012
WestPoint Financial Group August 2006 - December 2009
Skills
Epic Systems, Customer Service, Patient Safety, Patient Education, Nursing, Health Insurance, Life Insurance, Disability Insurance, Direct Patient Care, Medical Terminology, Medication..., Healthcare, Hospitals, Medical/Surgical, Inpatient, BLS, Patient Advocacy, Acute Care, Cerner, IV, EKG, Phlebotomy, Vital Signs, EMR, Telemetry, Quality Patient Care, HIPAA, CPR Certified, EHR
Education
Indiana Wesleyan University 2010 — 2011
BSN, Nursing
Trinity International University 2001 — 2006
Bachelor of Arts (B.A.), Chemistry/ Pre-Med
Indiana University Health May 2013 - Present
The Ohio State University Wexner Medical Center August 2011 - May 2013
The Ohio State University Wexner Medical Center August 2011 - August 2012
WestPoint Financial Group August 2006 - December 2009
Skills
Epic Systems, Customer Service, Patient Safety, Patient Education, Nursing, Health Insurance, Life Insurance, Disability Insurance, Direct Patient Care, Medical Terminology, Medication..., Healthcare, Hospitals, Medical/Surgical, Inpatient, BLS, Patient Advocacy, Acute Care, Cerner, IV, EKG, Phlebotomy, Vital Signs, EMR, Telemetry, Quality Patient Care, HIPAA, CPR Certified, EHR
Education
Indiana Wesleyan University 2010 — 2011
BSN, Nursing
Trinity International University 2001 — 2006
Bachelor of Arts (B.A.), Chemistry/ Pre-Med
Jeff Engelbrecht Jeff Engelbrecht's WestPoint Financial Group Experience March 2010 - Present
Job Currently looking
Industry Financial Services
Experience
WestPoint Financial Group March 2010 - Present
CareerBuilder.com May 2008 - November 2008
Education
University of Illinois at Chicago 2003 — 2008
Finance, Business-Finance
WestPoint Financial Group March 2010 - Present
CareerBuilder.com May 2008 - November 2008
Education
University of Illinois at Chicago 2003 — 2008
Finance, Business-Finance
Tony Iacobucci, CPA, MBA's WestPoint Financial Group Experience May 2014 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group May 2014 - Present
Avram Worldwide LLC January 2010 - May 2014
Pluris Management/Welbourne Companies LLC January 2007 - May 2011
MegaSys/ Meridian IQ 2005 - 2007
Galyans Sporting Goods 2003 - 2005
Wilsons Leather 2001 - 2003
Boscov's Department Stores 1995 - 2001
Lazarus Department Stores 1985 - 1995
Skills
Accounting, Financial Analysis, Logistics, Cash Flow, Financial Reporting, Transportation, Finance, Strategic Planning, Process Improvement, Contract Negotiation, Forecasting, Business Development, Budgets, Management, Pricing, Operations Management, Mergers & Acquisitions, Leadership, Income Statement, Executive Management, Managerial Finance, Business Planning, Business Strategy, Supply Chain, Supply Chain Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1996 — 1998
MBA
Xavier University - Williams College of Business 1981 — 1985
BSBA, Accounting
WestPoint Financial Group May 2014 - Present
Avram Worldwide LLC January 2010 - May 2014
Pluris Management/Welbourne Companies LLC January 2007 - May 2011
MegaSys/ Meridian IQ 2005 - 2007
Galyans Sporting Goods 2003 - 2005
Wilsons Leather 2001 - 2003
Boscov's Department Stores 1995 - 2001
Lazarus Department Stores 1985 - 1995
Skills
Accounting, Financial Analysis, Logistics, Cash Flow, Financial Reporting, Transportation, Finance, Strategic Planning, Process Improvement, Contract Negotiation, Forecasting, Business Development, Budgets, Management, Pricing, Operations Management, Mergers & Acquisitions, Leadership, Income Statement, Executive Management, Managerial Finance, Business Planning, Business Strategy, Supply Chain, Supply Chain Management
Education
Saint Joseph's University - Erivan K. Haub School of Business 1996 — 1998
MBA
Xavier University - Williams College of Business 1981 — 1985
BSBA, Accounting
Ashlea Lidester's WestPoint Financial Group Experience May 2010 - July 2010
Job Customer Service Representative Administrative Assistant at DEX Imaging
Industry Business Supplies and Equipment
Experience
DEX Imaging June 2014 - Present
Tampa Bay Rays April 2014 - Present
Simple Weddings January 2013 - Present
Dowry Designs June 2012 - December 2012
Golden Steps Studio January 2012 - May 2012
Express Men’s April 2009 - May 2012
Purdue Musical Organizations, Purduettes, Women’s Varsity Glee Club August 2008 - May 2012
Wine Odyssey May 2011 - July 2011
WestPoint Financial Group May 2010 - July 2010
Purdue University January 2010 - May 2010
Skills
Sales & Marketing..., Sales, Marketing, Social Media Marketing, Dance, Organization, Leadership, Office Administration, Customer Service, Time Management, Singing, Project Management, Community Outreach, Team Leadership
Education
Purdue University 2008 — 2012
Bachelor's degree, Selling and Sales Management
DEX Imaging June 2014 - Present
Tampa Bay Rays April 2014 - Present
Simple Weddings January 2013 - Present
Dowry Designs June 2012 - December 2012
Golden Steps Studio January 2012 - May 2012
Express Men’s April 2009 - May 2012
Purdue Musical Organizations, Purduettes, Women’s Varsity Glee Club August 2008 - May 2012
Wine Odyssey May 2011 - July 2011
WestPoint Financial Group May 2010 - July 2010
Purdue University January 2010 - May 2010
Skills
Sales & Marketing..., Sales, Marketing, Social Media Marketing, Dance, Organization, Leadership, Office Administration, Customer Service, Time Management, Singing, Project Management, Community Outreach, Team Leadership
Education
Purdue University 2008 — 2012
Bachelor's degree, Selling and Sales Management
Grant Hall's WestPoint Financial Group Experience August 2015 - Present
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group August 2015 - Present
Spread Truth Ministries, Inc June 2014 - August 2014
Skills
Customer Service, Microsoft Office, Golf Instruction, Event Planning, Entertainment, Persuasion, Creativity Skills, Marketing, Strategy, InDesign
Education
Taylor University 2011 — 2015
Bachelor’s Degree, Management and Marketing
WestPoint Financial Group August 2015 - Present
Spread Truth Ministries, Inc June 2014 - August 2014
Skills
Customer Service, Microsoft Office, Golf Instruction, Event Planning, Entertainment, Persuasion, Creativity Skills, Marketing, Strategy, InDesign
Education
Taylor University 2011 — 2015
Bachelor’s Degree, Management and Marketing
Alexandra Cain Alexandra Cain's WestPoint Financial Group Experience June 2009 - August 2014
Job Intern at Bandon River Capital
Industry Financial Services
Experience
Bandon River Capital July 2015 - Present
SMU A-LEC August 2014 - Present
Helloworld Limited June 2015 - July 2015
Blownaway January 2015 - May 2015
George W. Bush Presidential Center October 2014 - January 2015
WestPoint Financial Group June 2009 - August 2014
IUPUI Pediatric Urology Lab June 2010 - August 2011
Skills
Team Leadership, New member training, Public Speaking, Organization Skills, Academic Tutoring, Peer Tutoring, Customer Service, Securities, Finance, Financial Planning, Financial Analysis, Investments, Research, Data Analysis, Statistics, Time Management, Microsoft Office, PowerPoint
Education
Southern Methodist University - Cox School of Business 2013 — 2017
Finance, General
Park Tudor School 2008 — 2013
Bandon River Capital July 2015 - Present
SMU A-LEC August 2014 - Present
Helloworld Limited June 2015 - July 2015
Blownaway January 2015 - May 2015
George W. Bush Presidential Center October 2014 - January 2015
WestPoint Financial Group June 2009 - August 2014
IUPUI Pediatric Urology Lab June 2010 - August 2011
Skills
Team Leadership, New member training, Public Speaking, Organization Skills, Academic Tutoring, Peer Tutoring, Customer Service, Securities, Finance, Financial Planning, Financial Analysis, Investments, Research, Data Analysis, Statistics, Time Management, Microsoft Office, PowerPoint
Education
Southern Methodist University - Cox School of Business 2013 — 2017
Finance, General
Park Tudor School 2008 — 2013
Howard L. Savage, II Howard L. Savage, II's WestPoint Financial Group Experience June 2014 - August 2014
Job Case Manager
Industry Public Safety
Experience
Department Of Child Services December 2014 - Present
Lincoln Middle School July 2014 - December 2014
Center Township Small Claims Court July 2014 - November 2014
WestPoint Financial Group June 2014 - August 2014
Plews Shadley Racher & Braun LLP June 2011 - June 2014
Community Standards and Civility at the University of Dayton January 2013 - April 2014
Dayton Freight Lines, Inc. May 2012 - August 2013
Mcdonalds March 2009 - December 2010
Skills
Servant Leadership, Customer Service, Team-oriented, Time Management, Microsoft Word, Microsoft Excel, Team Leadership, Sports Coaching, Mobile Technology, Data Entry, Transportation, PowerPoint, Inventory Management, Customer Satisfaction, Fitness Training, Logistics, Inventory Control, Team Building, Coaching
Education
University of Dayton 2010 — 2014
Bachelor of Science (BS), Criminal Justice and Corrections (Minors in Psychology and Sociology)
Department Of Child Services December 2014 - Present
Lincoln Middle School July 2014 - December 2014
Center Township Small Claims Court July 2014 - November 2014
WestPoint Financial Group June 2014 - August 2014
Plews Shadley Racher & Braun LLP June 2011 - June 2014
Community Standards and Civility at the University of Dayton January 2013 - April 2014
Dayton Freight Lines, Inc. May 2012 - August 2013
Mcdonalds March 2009 - December 2010
Skills
Servant Leadership, Customer Service, Team-oriented, Time Management, Microsoft Word, Microsoft Excel, Team Leadership, Sports Coaching, Mobile Technology, Data Entry, Transportation, PowerPoint, Inventory Management, Customer Satisfaction, Fitness Training, Logistics, Inventory Control, Team Building, Coaching
Education
University of Dayton 2010 — 2014
Bachelor of Science (BS), Criminal Justice and Corrections (Minors in Psychology and Sociology)
Anthony Shields's WestPoint Financial Group Experience May 2014 - Present
Job Financial Services Represenative
Industry Financial Services
Experience
Carmel Dads Club August 2015 - Present
Stacked Pickle and Georgia Reese's February 2015 - Present
WestPoint Financial Group May 2014 - Present
Kankakee Valley High School December 2011 - June 2014
Saint Joseph's College July 2011 - May 2013
AmSafe Aviation 2013 - 2013
Skills
Team Leadership, Work Ethic, Patience, Self-driven, People-oriented, Exceptional People..., Diligent, Compassion, Intercollegiate..., Investment Properties, Student Recruiting, Determination, Integrity, Public Speaking, Customer Service
Education
St. Joseph's College (IN) 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Kankakee Valley High School 2006 — 2010
Carmel Dads Club August 2015 - Present
Stacked Pickle and Georgia Reese's February 2015 - Present
WestPoint Financial Group May 2014 - Present
Kankakee Valley High School December 2011 - June 2014
Saint Joseph's College July 2011 - May 2013
AmSafe Aviation 2013 - 2013
Skills
Team Leadership, Work Ethic, Patience, Self-driven, People-oriented, Exceptional People..., Diligent, Compassion, Intercollegiate..., Investment Properties, Student Recruiting, Determination, Integrity, Public Speaking, Customer Service
Education
St. Joseph's College (IN) 2010 — 2014
Bachelor of Business Administration (BBA), Accounting and Finance
Kankakee Valley High School 2006 — 2010
Keagan Scott's WestPoint Financial Group Experience May 2013 - June 2013
Job Consultant at Nyhart
Industry Financial Services
Experience
Nyhart February 2015 - Present
Thurston Springer June 2013 - August 2013
WestPoint Financial Group May 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Teamwork, Social Media, Leadership, Photoshop, Data Analysis, Project Management, Marketing, Financial Analysis, Economics, Sales, Accounting
Education
Purdue University 2010 — 2014
Financial Counseling and Planning
Nyhart February 2015 - Present
Thurston Springer June 2013 - August 2013
WestPoint Financial Group May 2013 - June 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Teamwork, Social Media, Leadership, Photoshop, Data Analysis, Project Management, Marketing, Financial Analysis, Economics, Sales, Accounting
Education
Purdue University 2010 — 2014
Financial Counseling and Planning
Matt Lerch's WestPoint Financial Group Experience January 2012 - October 2013
Job Investment Consultant at First Merchants Corporation
Industry Banking
Experience
First Merchants Corporation February 2015 - Present
Matt Lerch Lawncare 2006 - Present
Lafayette Savings Bank October 2013 - February 2015
WestPoint Financial Group January 2012 - October 2013
Skills
Retirement, Strategic Planning, Microsoft Office, Disability Insurance, Microsoft Excel, Finance, Financial Services, Budgets, Retirement Planning, Public Speaking, Long Term Care Insurance, Life Insurance, Investments, Insurance
Education
Purdue University 2007 — 2011
BS, Selling and Sales Management
First Merchants Corporation February 2015 - Present
Matt Lerch Lawncare 2006 - Present
Lafayette Savings Bank October 2013 - February 2015
WestPoint Financial Group January 2012 - October 2013
Skills
Retirement, Strategic Planning, Microsoft Office, Disability Insurance, Microsoft Excel, Finance, Financial Services, Budgets, Retirement Planning, Public Speaking, Long Term Care Insurance, Life Insurance, Investments, Insurance
Education
Purdue University 2007 — 2011
BS, Selling and Sales Management
Grant Soliven's WestPoint Financial Group Experience July 2010 - Present
Job Financial Services Professional
Industry Financial Services
Experience
WestPoint Financial Group July 2010 - Present
Skills
Financial Services, Retirement, Fixed Annuities, Securities, Retirement Planning, Employee Benefits
Education
Purdue University 2005 — 2010
BS, Financial Planning & Counseling
WestPoint Financial Group July 2010 - Present
Skills
Financial Services, Retirement, Fixed Annuities, Securities, Retirement Planning, Employee Benefits
Education
Purdue University 2005 — 2010
BS, Financial Planning & Counseling
Cody Turner's WestPoint Financial Group Experience October 2010 - December 2011
Job Financial Services Professional at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group October 2010 - December 2011
Education
Purdue University 2005 — 2010
B.S., Civil Engineering
WestPoint Financial Group October 2010 - December 2011
Education
Purdue University 2005 — 2010
B.S., Civil Engineering
Joseph Rainier's WestPoint Financial Group Experience September 2009 - July 2010
Job Financial Director and Field Manager at Stig Management LLC
Industry Financial Services
Experience
Stig Management LLC January 2013 - Present
Dye's Walk Country Club November 2010 - September 2012
WestPoint Financial Group September 2009 - July 2010
Skills
Financial Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Accounting, Financial Reporting, Corporate Finance
Education
Purdue University 2004 — 2009
BS, Finance
Stig Management LLC January 2013 - Present
Dye's Walk Country Club November 2010 - September 2012
WestPoint Financial Group September 2009 - July 2010
Skills
Financial Accounting, Accounts Payable, Accounts Receivable, Account Reconciliation, Accounting, Financial Reporting, Corporate Finance
Education
Purdue University 2004 — 2009
BS, Finance
Jeff Biberdorf Jeff Biberdorf's WestPoint Financial Group Experience May 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
WestPoint Financial Group May 2015 - Present
Vector Marketing May 2011 - May 2015
CUTCO Cutlery May 2011 - May 2015
Skills
Sales, Sales Presentations, Direct Sales, Cold Calling, Training, Sales Operations, Time Management, Marketing, Customer Service, Sales Process, Sales Management, Team Building, Leadership, Social Networking, Selling, Account Management, Building Relationships, Recruiting, Management, Volunteering, Direct Marketing, Hiring, Team Leadership, Profit, Retail, Interviews, Coaching, Strategic Planning, New Business Development, Referalls
Education
Indiana University-Purdue University at Indianapolis 2012 — 2015
Kelley School of Business, B.S. in Business-Management
University of Missouri-Kansas City 2010 — 2012
Studied Music Therapy, Music Therapy/Therapist
Zionsville High School 2006 — 2010
Core 40 with Academic Honors
WestPoint Financial Group May 2015 - Present
Vector Marketing May 2011 - May 2015
CUTCO Cutlery May 2011 - May 2015
Skills
Sales, Sales Presentations, Direct Sales, Cold Calling, Training, Sales Operations, Time Management, Marketing, Customer Service, Sales Process, Sales Management, Team Building, Leadership, Social Networking, Selling, Account Management, Building Relationships, Recruiting, Management, Volunteering, Direct Marketing, Hiring, Team Leadership, Profit, Retail, Interviews, Coaching, Strategic Planning, New Business Development, Referalls
Education
Indiana University-Purdue University at Indianapolis 2012 — 2015
Kelley School of Business, B.S. in Business-Management
University of Missouri-Kansas City 2010 — 2012
Studied Music Therapy, Music Therapy/Therapist
Zionsville High School 2006 — 2010
Core 40 with Academic Honors
Eric Flatt's WestPoint Financial Group Experience January 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
WestPoint Financial Group January 2015 - Present
Clear Channel Outdoor July 2013 - August 2014
Indianapolis Motor Speedway December 2011 - June 2013
Pacers Sports & Entertainment July 2010 - December 2011
Pacers Sports & Entertainment June 2009 - July 2010
Dallas Cowboys October 2007 - June 2009
Charlotte Bobcats March 2006 - September 2007
Charlotte Bobcats April 2004 - February 2006
Pacers Sports & Entertainment May 2003 - April 2004
United States Olympic Committee 2002 - 2002
Skills
Building Relationships, New Business Development, Ticketing, Archtics, Ticket Sales, Customer Service, Mentoring, Sales Process, Sales Management, Sports Marketing, Cold Calling, Social Media Marketing, Direct Sales, Social Media, Social Networking, Sponsorship Sales, Event Management, Facebook, Sales, Account Management, Customer Retention, Fundraising, Email Marketing, Business Networking, Leadership, Sales Operations, Sponsorship, Sports Management, Sports, Marketing, Lead Generation, Event Planning, Salesforce.com, B2B, Marketing Strategy, Time Management, Hospitality, Public Relations, Online Marketing, Trade Shows, Marketing Communications, Relationship Marketing, Direct Marketing, Sponsorship Activation, CRM, Sales Presentations, Advertising Sales, Brand Development, Strategic Partnerships, Media Relations
Education
Tri-State University 1998 — 2003
BS, Sport Management
Niles High School 1994 — 1998
WestPoint Financial Group January 2015 - Present
Clear Channel Outdoor July 2013 - August 2014
Indianapolis Motor Speedway December 2011 - June 2013
Pacers Sports & Entertainment July 2010 - December 2011
Pacers Sports & Entertainment June 2009 - July 2010
Dallas Cowboys October 2007 - June 2009
Charlotte Bobcats March 2006 - September 2007
Charlotte Bobcats April 2004 - February 2006
Pacers Sports & Entertainment May 2003 - April 2004
United States Olympic Committee 2002 - 2002
Skills
Building Relationships, New Business Development, Ticketing, Archtics, Ticket Sales, Customer Service, Mentoring, Sales Process, Sales Management, Sports Marketing, Cold Calling, Social Media Marketing, Direct Sales, Social Media, Social Networking, Sponsorship Sales, Event Management, Facebook, Sales, Account Management, Customer Retention, Fundraising, Email Marketing, Business Networking, Leadership, Sales Operations, Sponsorship, Sports Management, Sports, Marketing, Lead Generation, Event Planning, Salesforce.com, B2B, Marketing Strategy, Time Management, Hospitality, Public Relations, Online Marketing, Trade Shows, Marketing Communications, Relationship Marketing, Direct Marketing, Sponsorship Activation, CRM, Sales Presentations, Advertising Sales, Brand Development, Strategic Partnerships, Media Relations
Education
Tri-State University 1998 — 2003
BS, Sport Management
Niles High School 1994 — 1998
Alisha Bush's WestPoint Financial Group Experience June 2006 - Present
Job Financial Services Professional at Westpoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group June 2006 - Present
The Ohio State University September 2002 - June 2006
Skills
Securities, Insurance, Retirement Planning, Analysis, Finance, Strategic Financial..., Financial Services, Investments
Education
The Ohio State University 2002 — 2006
WestPoint Financial Group June 2006 - Present
The Ohio State University September 2002 - June 2006
Skills
Securities, Insurance, Retirement Planning, Analysis, Finance, Strategic Financial..., Financial Services, Investments
Education
The Ohio State University 2002 — 2006
Aaron Mitchel's WestPoint Financial Group Experience May 2011 - January 2012
Job HR / AP / Purchasing at The Mitchel Group Inc./ Mitchel & Scott Machine Company
Industry Financial Services
Experience
The Mitchel Group Inc. Mitchel & Scott Machine Company March 2012 - Present
WestPoint Financial Group May 2011 - January 2012
Thomson Inc. (now known as Technicolor) January 1995 - October 2009
Thomson Consumer Electronics August 1994 - December 1994
Thomson Consumer Electronics March 1993 - August 1994
Education
Purdue University 1984 — 1989
BS, Engineering Management
The Mitchel Group Inc. Mitchel & Scott Machine Company March 2012 - Present
WestPoint Financial Group May 2011 - January 2012
Thomson Inc. (now known as Technicolor) January 1995 - October 2009
Thomson Consumer Electronics August 1994 - December 1994
Thomson Consumer Electronics March 1993 - August 1994
Education
Purdue University 1984 — 1989
BS, Engineering Management
Connie Feldman's WestPoint Financial Group Experience
Job IT Manager at WestPoint Financial Group
Industry Information Technology and Services
Experience
WestPoint Financial Group
Skills
Insurance, Risk Management, Business Analysis, Strategic Financial..., Strategic Planning, Customer Service, Access, Process Improvement, Employee Benefits, Budgets
Education
Purdue University 1978 — 2002
Computer Technology
WestPoint Financial Group
Skills
Insurance, Risk Management, Business Analysis, Strategic Financial..., Strategic Planning, Customer Service, Access, Process Improvement, Employee Benefits, Budgets
Education
Purdue University 1978 — 2002
Computer Technology
Robert Nikolai's WestPoint Financial Group Experience May 2008 - August 2008
Job Director of Benefit Operations and Compliance at BPC
Industry Financial Services
Experience
Benefit Planning Consultants July 2010 - Present
John R. Cox, Attorney At Law February 2010 - May 2010
University of Evansville August 2006 - May 2009
Westpoint Financial Group May 2008 - August 2008
Innovative Race Solutions August 2007 - May 2008
Education
University of Evansville 2005 — 2009
Bachelor's of Science, Business Administration - Finance
Benefit Planning Consultants July 2010 - Present
John R. Cox, Attorney At Law February 2010 - May 2010
University of Evansville August 2006 - May 2009
Westpoint Financial Group May 2008 - August 2008
Innovative Race Solutions August 2007 - May 2008
Education
University of Evansville 2005 — 2009
Bachelor's of Science, Business Administration - Finance
Joey Rainier's WestPoint Financial Group Experience October 2009 - Present
Job Financial Advisor at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group October 2009 - Present
Education
Purdue University 2004 — 2009
Financial Planning and Counseling, Finance
WestPoint Financial Group October 2009 - Present
Education
Purdue University 2004 — 2009
Financial Planning and Counseling, Finance
Alex Juerling's WestPoint Financial Group Experience May 2013 - September 2013
Job Manager of Client Services at SIHO Insurance Services
Industry Hospital & Health Care
Experience
SIHO Insurance Services February 2015 - Present
WestPoint Financial Group May 2013 - September 2013
Skills
Operations Management, Healthcare, Health Insurance, Provider Relations, Provider Network..., Customer Service, Finance, Insurance, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Process Improvement
Education
Purdue University - Krannert School of Management 2009 — 2013
Bachelor of Science (BS), Economics
SIHO Insurance Services February 2015 - Present
WestPoint Financial Group May 2013 - September 2013
Skills
Operations Management, Healthcare, Health Insurance, Provider Relations, Provider Network..., Customer Service, Finance, Insurance, Leadership, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Process Improvement
Education
Purdue University - Krannert School of Management 2009 — 2013
Bachelor of Science (BS), Economics
Brandon Banta's WestPoint Financial Group Experience May 2014 - Present
Job Summer Intern at WestPoint Financial Group
Industry Financial Services
Experience
WestPoint Financial Group May 2014 - Present
ProBuild May 2012 - August 2012
Skills
Team Leadership, Microsoft Word, Critical Thinking, Public Speaking, Microsoft Excel, Social Media, Social Networking, Data Analysis
Education
Purdue University 2010 — 2014
Roncalli High School
WestPoint Financial Group May 2014 - Present
ProBuild May 2012 - August 2012
Skills
Team Leadership, Microsoft Word, Critical Thinking, Public Speaking, Microsoft Excel, Social Media, Social Networking, Data Analysis
Education
Purdue University 2010 — 2014
Roncalli High School
Alyson Gum's WestPoint Financial Group Experience October 2013 - Present
Job Executive Assistant at WestPoint Financial Group
Industry E-Learning
Experience
WestPoint Financial Group October 2013 - Present
Indiana Connections Academy July 2011 - June 2013
Avon Community School Corporation August 2009 - June 2011
Skills
Classroom
Education
Purdue University 2004 — 2009
Bachelors of Science, Elementary Education and Global Studies
University of Pretoria/Universiteit van Pretoria 2007 — 2007
Global Studies, Elementary Education and Teaching
WestPoint Financial Group October 2013 - Present
Indiana Connections Academy July 2011 - June 2013
Avon Community School Corporation August 2009 - June 2011
Skills
Classroom
Education
Purdue University 2004 — 2009
Bachelors of Science, Elementary Education and Global Studies
University of Pretoria/Universiteit van Pretoria 2007 — 2007
Global Studies, Elementary Education and Teaching