Advisors Excel
Industry: Company
DescriptionFounded: 2005 Headquarters: Topeka, KS Founders: David Callanan, Cody Foster, Derek Thompson
Advisors Excel List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Advisors Excel. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Advisors Excel Employees
Employee
Years
Job
Industry
Beth Cordova Beth Cordova's Advisors Excel Experience August 2014 - Present
Job Life Internal Marketer at Advisors Excel
Industry Insurance
Experience
Advisors Excel August 2014 - Present
Farm Bureau Financial Services January 2006 - August 2014
Personalized Brokerage Services June 2002 - December 2005
Personalized Brokerage Services 2002 - 2005
Skills
Property & Casualty..., Commercial Insurance, Insurance, Sales, Marketing, Life Insurance, Strategic Planning, Term Life Insurance, Leadership, Customer Service, Small Business, Fixed Annuities, Long-term Care, Public Speaking, Retirement Planning, Investments, Disability Insurance, Food & Beverage
Education
The American College 2006 — 2007
ChFC
The American College 2003 — 2005
CLU
Friends University 2002 — 2003
Master's Degree, Management
Kansas State University 1996 — 2000
Bachelor's Degree, Life Science
Shawnee Heights
Advisors Excel August 2014 - Present
Farm Bureau Financial Services January 2006 - August 2014
Personalized Brokerage Services June 2002 - December 2005
Personalized Brokerage Services 2002 - 2005
Skills
Property & Casualty..., Commercial Insurance, Insurance, Sales, Marketing, Life Insurance, Strategic Planning, Term Life Insurance, Leadership, Customer Service, Small Business, Fixed Annuities, Long-term Care, Public Speaking, Retirement Planning, Investments, Disability Insurance, Food & Beverage
Education
The American College 2006 — 2007
ChFC
The American College 2003 — 2005
CLU
Friends University 2002 — 2003
Master's Degree, Management
Kansas State University 1996 — 2000
Bachelor's Degree, Life Science
Shawnee Heights
Brad Johnson Brad Johnson's Advisors Excel Experience March 2007 - Present
Job Vice President of Marketing at Advisors Excel | Marketing Strategist | Financial Advisor Consultant
Industry Insurance
Experience
Advisors Excel March 2007 - Present
Skills
Personal Finance, Marketing Strategy, Business Strategy, Insurance, Fixed Annuities, Indexed Annuities, Strategy, Marketing, Retirement Planning, Life Insurance, Sales, Financial Advisory, Social Media, Investments, CrossFit, Lead Generation, Asset Allocation, Coaching, Retirement, Small Business, Recruiting, 401k, Financial Planners
Education
Kansas State University 2004 — 2006
Emporia State University 2001 — 2004
Bachelor of Science
Minneapolis High School 1995 — 1999
Advisors Excel March 2007 - Present
Skills
Personal Finance, Marketing Strategy, Business Strategy, Insurance, Fixed Annuities, Indexed Annuities, Strategy, Marketing, Retirement Planning, Life Insurance, Sales, Financial Advisory, Social Media, Investments, CrossFit, Lead Generation, Asset Allocation, Coaching, Retirement, Small Business, Recruiting, 401k, Financial Planners
Education
Kansas State University 2004 — 2006
Emporia State University 2001 — 2004
Bachelor of Science
Minneapolis High School 1995 — 1999
Samantha Egan's Advisors Excel Experience February 2015 - Present
Job Copywriter at Advisors Excel
Industry Financial Services
Experience
Advisors Excel February 2015 - Present
Advisors Excel November 2014 - January 2015
Pace University August 2013 - October 2014
Pace University January 2011 - August 2013
Glamour Magazine January 2012 - May 2012
Pace University May 2010 - December 2010
The Walt Disney Company January 2009 - May 2009
Skills
Newsletters, Ap Style, Google Docs, Supervising, AP Style, Newspapers, Magazines, Mac, Online Research, Publishing
Education
Pace University 2011 — 2013
Masters of Science, Publishing
Pace University-Pleasantville/Briarcliff Campus 2007 — 2010
BA, English Literature
Advisors Excel February 2015 - Present
Advisors Excel November 2014 - January 2015
Pace University August 2013 - October 2014
Pace University January 2011 - August 2013
Glamour Magazine January 2012 - May 2012
Pace University May 2010 - December 2010
The Walt Disney Company January 2009 - May 2009
Skills
Newsletters, Ap Style, Google Docs, Supervising, AP Style, Newspapers, Magazines, Mac, Online Research, Publishing
Education
Pace University 2011 — 2013
Masters of Science, Publishing
Pace University-Pleasantville/Briarcliff Campus 2007 — 2010
BA, English Literature
Rachel Sachs, MBA's Advisors Excel Experience January 2013 - Present
Job Director of Life Operations at Advisors Excel
Industry Financial Services
Experience
Advisors Excel January 2013 - Present
Advisors Excel March 2010 - December 2012
Aviva USA April 2008 - February 2010
Skills
Training, Insurance, Sales, Sales Operations, Management, Marketing, Process Improvement, New Business Development, Customer Service, Life Insurance, Sales Management, Fixed Annuities, Underwriting, Finance, Microsoft Excel, Term Life Insurance, Sales Presentations, Time Management, Microsoft Office, Public Speaking, CRM, Call Centers, Leadership Development, Building Relationships, Account Management, Leadership, Relationship Building
Education
Baker University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Washburn University 2002 — 2005
Bachelor of Arts and Sciences, Public Relations, Advertising, and Applied Communication
Advisors Excel January 2013 - Present
Advisors Excel March 2010 - December 2012
Aviva USA April 2008 - February 2010
Skills
Training, Insurance, Sales, Sales Operations, Management, Marketing, Process Improvement, New Business Development, Customer Service, Life Insurance, Sales Management, Fixed Annuities, Underwriting, Finance, Microsoft Excel, Term Life Insurance, Sales Presentations, Time Management, Microsoft Office, Public Speaking, CRM, Call Centers, Leadership Development, Building Relationships, Account Management, Leadership, Relationship Building
Education
Baker University 2008 — 2010
Master of Business Administration (MBA), Business Administration and Management, General
Washburn University 2002 — 2005
Bachelor of Arts and Sciences, Public Relations, Advertising, and Applied Communication
Kelly Pierce's Advisors Excel Experience April 2008 - Present
Job Chief Marketing Officer at Advisors Excel
Industry Marketing and Advertising
Experience
Advisors Excel April 2008 - Present
Clever Girl Marketing, Inc. March 2005 - September 2009
WIBW Radio, Morris Communications February 2004 - March 2005
Education
Kansas State University 1994 — 1998
B.S. in Business Administration; Marketing & International Business
Advisors Excel April 2008 - Present
Clever Girl Marketing, Inc. March 2005 - September 2009
WIBW Radio, Morris Communications February 2004 - March 2005
Education
Kansas State University 1994 — 1998
B.S. in Business Administration; Marketing & International Business
Rachel Manry's Advisors Excel Experience October 2010 - August 2012
Job Client Service Specialist at CBRE
Industry Financial Services
Experience
CBRE March 2015 - Present
Ridgegate Financial August 2013 - March 2015
First Annuity November 2012 - August 2013
Advisors Excel October 2010 - August 2012
Kansas Department of Social and Rehabilitation Services January 2009 - October 2010
Skills
Marketing, Investments, Marketing Communications, New Business Development, Analysis, Marketing Strategy, Fixed Annuities, Customer Service, Business Development, Strategic Planning, Insurance, Social Media, Small Business, Training, Salesforce.com, RedTail, Microsoft Office, Skype, Social Media Marketing, Securities, Life Insurance
Education
Kansas State University 2005 — 2009
Human Ecology, Human Development and Family Studies, General
CBRE March 2015 - Present
Ridgegate Financial August 2013 - March 2015
First Annuity November 2012 - August 2013
Advisors Excel October 2010 - August 2012
Kansas Department of Social and Rehabilitation Services January 2009 - October 2010
Skills
Marketing, Investments, Marketing Communications, New Business Development, Analysis, Marketing Strategy, Fixed Annuities, Customer Service, Business Development, Strategic Planning, Insurance, Social Media, Small Business, Training, Salesforce.com, RedTail, Microsoft Office, Skype, Social Media Marketing, Securities, Life Insurance
Education
Kansas State University 2005 — 2009
Human Ecology, Human Development and Family Studies, General
Caleb D. Asher's Advisors Excel Experience December 2012 - June 2013
Job President & CEO at Sprout Communications, LLC
Industry Marketing and Advertising
Experience
Sprout Communications, LLC June 2013 - Present
Advisors Excel December 2012 - June 2013
Kansas Department of Commerce February 2009 - October 2012
Holt County Treasurer, Gay Quick January 2006 - November 2010
Kansas Department of Commerce March 2005 - February 2009
Center for Applied Economics, University of Kansas February 2004 - July 2005
Kansas Department of Administration January 2003 - March 2005
Kansas Department of Social and Rehabilitation Services July 2000 - January 2003
Kansas Department of Human Resources May 1999 - July 2000
Skills
Public Relations, Economic Development, Marketing Strategy, Corporate Communications, Marketing Communications, Communication, Cross-functional Team..., Strategic Leadership, Team Leadership, Leadership Development, Executive Management, Strategic Partnerships, Public/private..., Systems Analysis, Workforce Development, Collaboration, Coordination, Government, Political Communication, State Government, State Politics, Political Campaigns, Political Consulting, Local Government, Marketing, Strategic Communications, Media Relations, Integrated Marketing, Advertising, Public Affairs, Change Management, Policy, Internal Communications, Press Releases, Communications Planning, Budgets, Nonprofits, Public Speaking, Community Development, Management, Strategic Planning, Training, Fundraising, Legislative Relations, Workshop Facilitation, Public Policy, Grant Writing, Public Administration, Grants, Recruiting
Education
The University of Kansas 1994 — 2000
B.A., Communication Studies
Sprout Communications, LLC June 2013 - Present
Advisors Excel December 2012 - June 2013
Kansas Department of Commerce February 2009 - October 2012
Holt County Treasurer, Gay Quick January 2006 - November 2010
Kansas Department of Commerce March 2005 - February 2009
Center for Applied Economics, University of Kansas February 2004 - July 2005
Kansas Department of Administration January 2003 - March 2005
Kansas Department of Social and Rehabilitation Services July 2000 - January 2003
Kansas Department of Human Resources May 1999 - July 2000
Skills
Public Relations, Economic Development, Marketing Strategy, Corporate Communications, Marketing Communications, Communication, Cross-functional Team..., Strategic Leadership, Team Leadership, Leadership Development, Executive Management, Strategic Partnerships, Public/private..., Systems Analysis, Workforce Development, Collaboration, Coordination, Government, Political Communication, State Government, State Politics, Political Campaigns, Political Consulting, Local Government, Marketing, Strategic Communications, Media Relations, Integrated Marketing, Advertising, Public Affairs, Change Management, Policy, Internal Communications, Press Releases, Communications Planning, Budgets, Nonprofits, Public Speaking, Community Development, Management, Strategic Planning, Training, Fundraising, Legislative Relations, Workshop Facilitation, Public Policy, Grant Writing, Public Administration, Grants, Recruiting
Education
The University of Kansas 1994 — 2000
B.A., Communication Studies
Sean Gofus's Advisors Excel Experience September 2013 - Present
Job Full Stack Developer at Advisors Excel
Industry Financial Services
Experience
Advisors Excel September 2013 - Present
Long Motor Corporation March 2007 - August 2013
Perceptive Software December 2006 - March 2007
Abercrombie & Kent May 2004 - December 2004
Skills
Adobe Creative Suite, CSS, Web Design, E-commerce, Website Development, HTML 5, Web Analytics, Dreamweaver, Magnento, CodeIgniter, PHP, jQuery, CSS3, ExactTarget, Front-end, symfony 2, User Interface, SEO, MySQL, HTML, AJAX, CMS, Symfony, Custom CMS Development
Education
Emporia State University 2002 — 2006
Bachelor of Fine Arts, Design
Olathe North High School 2000 — 2002
Advisors Excel September 2013 - Present
Long Motor Corporation March 2007 - August 2013
Perceptive Software December 2006 - March 2007
Abercrombie & Kent May 2004 - December 2004
Skills
Adobe Creative Suite, CSS, Web Design, E-commerce, Website Development, HTML 5, Web Analytics, Dreamweaver, Magnento, CodeIgniter, PHP, jQuery, CSS3, ExactTarget, Front-end, symfony 2, User Interface, SEO, MySQL, HTML, AJAX, CMS, Symfony, Custom CMS Development
Education
Emporia State University 2002 — 2006
Bachelor of Fine Arts, Design
Olathe North High School 2000 — 2002
Anna Zenk Anna Zenk's Advisors Excel Experience August 2014 - Present
Job Graphic Designer
Industry Graphic Design
Experience
Advisors Excel August 2014 - Present
Minelolly LLC 2009 - Present
Stephen Hales Creative, Inc. October 2005 - April 2008
RED (Research Enhanced Design) 2004 - 2004
Skills
Graphic Design, Art Direction, Print Design, Branding & Identity, Editorial Design, Logo Design, Typography, Ilustration, Corporate Identity, Photography, Illustration, Creative Direction, Adobe Creative Suite, Graphics, Stationery
Education
Brigham Young University 2002 — 2005
BFA, Graphic Design
Advisors Excel August 2014 - Present
Minelolly LLC 2009 - Present
Stephen Hales Creative, Inc. October 2005 - April 2008
RED (Research Enhanced Design) 2004 - 2004
Skills
Graphic Design, Art Direction, Print Design, Branding & Identity, Editorial Design, Logo Design, Typography, Ilustration, Corporate Identity, Photography, Illustration, Creative Direction, Adobe Creative Suite, Graphics, Stationery
Education
Brigham Young University 2002 — 2005
BFA, Graphic Design
Cassie Carlson's Advisors Excel Experience July 2015 - Present
Job Customer Service at Advisors Excel / GoModern
Industry Printing
Experience
Advisors Excel July 2015 - Present
Modern Duplication and Fulfillment April 2014 - July 2015
Rodan + Fields Dermatologists December 2013 - December 2014
Woodland Manufacturing March 2012 - March 2014
Woodland Manufacturing July 2010 - March 2012
Northwest Nazarene University's Oasis Yearbook May 2009 - May 2010
Northwest Nazarene University's Crusader Newspaper January 2009 - May 2010
The Wedding Chicks May 2009 - September 2009
Women's and Children's Alliance May 2009 - August 2009
Northwest Nazarene University's Oasis Yearbook January 2009 - June 2009
Skills
Graphic Design, Photography, Packaging, Customer Service, Layout, InDesign, Corel Draw, Illustrator, Lightroom, Photoshop, Shipping, Screenprinting, Drawing, Illustration, Quality Control, 10 Key, Microsoft Office
Education
Northwest Nazarene University 2006 — 2010
Bachelor of Arts (BA), Graphic Design, Minors in Photography and Missions
Uganda Christian University 2008 — 2008
Semester Abroad
Moscow High School
Advisors Excel July 2015 - Present
Modern Duplication and Fulfillment April 2014 - July 2015
Rodan + Fields Dermatologists December 2013 - December 2014
Woodland Manufacturing March 2012 - March 2014
Woodland Manufacturing July 2010 - March 2012
Northwest Nazarene University's Oasis Yearbook May 2009 - May 2010
Northwest Nazarene University's Crusader Newspaper January 2009 - May 2010
The Wedding Chicks May 2009 - September 2009
Women's and Children's Alliance May 2009 - August 2009
Northwest Nazarene University's Oasis Yearbook January 2009 - June 2009
Skills
Graphic Design, Photography, Packaging, Customer Service, Layout, InDesign, Corel Draw, Illustrator, Lightroom, Photoshop, Shipping, Screenprinting, Drawing, Illustration, Quality Control, 10 Key, Microsoft Office
Education
Northwest Nazarene University 2006 — 2010
Bachelor of Arts (BA), Graphic Design, Minors in Photography and Missions
Uganda Christian University 2008 — 2008
Semester Abroad
Moscow High School
Stephen C Wilson's Advisors Excel Experience April 2013 - August 2015
Job Owner of Wilsfalia Design Company
Industry Design
Experience
Wilsfalia Design Company January 2015 - Present
Advisors Excel April 2013 - August 2015
Charlie Hustle LLC. May 2012 - January 2015
Prier Products, Inc. March 2013 - April 2013
Standard Beverage Corporation October 2011 - January 2013
Midwest Air Traffic Control Services Inc. November 2009 - October 2011
Skills
Branding & Identity, Creative Direction, Adobe Creative Suite, Graphic Design, InDesign, Art Direction, Marketing, Art, Graphics, Corporate Identity, Layout, Visual Communication
Education
University of Kansas 2004 — 2009
Bachelor's degree, Graphic Design and Visual Communications
Wilsfalia Design Company January 2015 - Present
Advisors Excel April 2013 - August 2015
Charlie Hustle LLC. May 2012 - January 2015
Prier Products, Inc. March 2013 - April 2013
Standard Beverage Corporation October 2011 - January 2013
Midwest Air Traffic Control Services Inc. November 2009 - October 2011
Skills
Branding & Identity, Creative Direction, Adobe Creative Suite, Graphic Design, InDesign, Art Direction, Marketing, Art, Graphics, Corporate Identity, Layout, Visual Communication
Education
University of Kansas 2004 — 2009
Bachelor's degree, Graphic Design and Visual Communications
Alan Becker Alan Becker's Advisors Excel Experience 2010 - Present
Job owner at Retirement Solutions Group
Industry Insurance
Experience
Advisors Excel 2010 - Present
Retirement Solutions Group 2008 - Present
Pennsylvania Life January 2008 - January 2010
Bankers Life and Casualty February 2002 - January 2008
American Income Life March 1995 - February 2002
United States Navy September 1991 - March 1995
Skills
Retirement, Fixed Annuities, IRAs, Life Insurance, Retirement Planning, 401k, Disability Insurance, Estate Planning, Finance, Financial Advisory, Financial Planners, Health Insurance, Long Term Care Insurance, Insurance, Long-term Care, Term Life Insurance, Training, Whole Life, Critical Illness, Wealth, Small Business, Financial Planning
Education
Johnson County Community College 1995 — 1997
Associate of Arts (A.A.)
Shawnee Mission South High school 1988 — 1991
Deploma
Advisors Excel 2010 - Present
Retirement Solutions Group 2008 - Present
Pennsylvania Life January 2008 - January 2010
Bankers Life and Casualty February 2002 - January 2008
American Income Life March 1995 - February 2002
United States Navy September 1991 - March 1995
Skills
Retirement, Fixed Annuities, IRAs, Life Insurance, Retirement Planning, 401k, Disability Insurance, Estate Planning, Finance, Financial Advisory, Financial Planners, Health Insurance, Long Term Care Insurance, Insurance, Long-term Care, Term Life Insurance, Training, Whole Life, Critical Illness, Wealth, Small Business, Financial Planning
Education
Johnson County Community College 1995 — 1997
Associate of Arts (A.A.)
Shawnee Mission South High school 1988 — 1991
Deploma
Jaime Mueller's Advisors Excel Experience December 2013 - Present
Job Director of Life Marketing at Advisors Excel
Industry Marketing and Advertising
Experience
Advisors Excel December 2013 - Present
Advisors Excel August 2011 - December 2013
Advisors Excel June 2010 - July 2011
Aviva Life Insurance Company June 2008 - June 2010
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Financial Advisory, Insurance, Investments, Estate Planning, Financial Services, 401k, Term Life Insurance, Long-term Care, Asset Allocation, Strategic Financial..., Health Insurance, Disability Insurance, Financial Planners, Wealth, Wealth Management, Sales, Mutual Funds, Marketing, IRAs
Education
University of Central Arkansas 1994 — 1998
BA, English
Advisors Excel December 2013 - Present
Advisors Excel August 2011 - December 2013
Advisors Excel June 2010 - July 2011
Aviva Life Insurance Company June 2008 - June 2010
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Financial Advisory, Insurance, Investments, Estate Planning, Financial Services, 401k, Term Life Insurance, Long-term Care, Asset Allocation, Strategic Financial..., Health Insurance, Disability Insurance, Financial Planners, Wealth, Wealth Management, Sales, Mutual Funds, Marketing, IRAs
Education
University of Central Arkansas 1994 — 1998
BA, English
Maggie Augustyn's Advisors Excel Experience August 2015 - Present
Job Account Manager at Advisors Excel
Industry Public Relations and Communications
Experience
Advisors Excel August 2015 - Present
Team Detroit June 2014 - May 2015
Imagemakers Inc February 2014 - June 2014
CivicPlus July 2013 - February 2014
Quartermaster Marketing March 2013 - July 2013
Quartermaster Marketing January 2012 - July 2013
KU Transportation Research Institute September 2010 - December 2010
INK inc PR August 2010 - September 2010
KU Memorial Unions Marketing May 2009 - December 2009
Skills
Special Events, Sustainability, Non-profits, Transportation, Promotions, Public Relations, Press Releases, Event Planning, Fundraising, Advertising, Logistics, Event Management, Green, Energy, Freight, Nonprofits, Email Marketing, Social Media, Marketing, Editing, Project Management, Strategic Communications, Media Relations, Social Media Marketing, Marketing Communications
Education
The University of Kansas 2007 — 2010
Bachelor of Science, Journalism and Mass Communications
Advisors Excel August 2015 - Present
Team Detroit June 2014 - May 2015
Imagemakers Inc February 2014 - June 2014
CivicPlus July 2013 - February 2014
Quartermaster Marketing March 2013 - July 2013
Quartermaster Marketing January 2012 - July 2013
KU Transportation Research Institute September 2010 - December 2010
INK inc PR August 2010 - September 2010
KU Memorial Unions Marketing May 2009 - December 2009
Skills
Special Events, Sustainability, Non-profits, Transportation, Promotions, Public Relations, Press Releases, Event Planning, Fundraising, Advertising, Logistics, Event Management, Green, Energy, Freight, Nonprofits, Email Marketing, Social Media, Marketing, Editing, Project Management, Strategic Communications, Media Relations, Social Media Marketing, Marketing Communications
Education
The University of Kansas 2007 — 2010
Bachelor of Science, Journalism and Mass Communications
Sarah Artzer-Thomann's Advisors Excel Experience September 2013 - Present
Job Marketing Relationship Manager at Advisors Excel
Industry Insurance
Experience
Advisors Excel September 2013 - Present
Aviva USA February 2012 - September 2013
Aviva USA January 2005 - February 2012
AmerUs Group May 2003 - January 2005
Skills
Life Insurance, Retirement, Process Improvement, Marketing, Strategic Planning, Risk Management, Retirement Planning, Public Speaking, Training, Call Center, Relationship Management, Investments, Call Centers, Sales, Sales Operations, Employee Benefits, Insurance, Fixed Annuities, Management, Customer Service, Financial Planning
Education
Kansas State University 1999 — 2002
Bachelor of Arts (B.A.), Psychology
Kansas State University 1998 — 2002
Bachelor's degree, Psychology
Advisors Excel September 2013 - Present
Aviva USA February 2012 - September 2013
Aviva USA January 2005 - February 2012
AmerUs Group May 2003 - January 2005
Skills
Life Insurance, Retirement, Process Improvement, Marketing, Strategic Planning, Risk Management, Retirement Planning, Public Speaking, Training, Call Center, Relationship Management, Investments, Call Centers, Sales, Sales Operations, Employee Benefits, Insurance, Fixed Annuities, Management, Customer Service, Financial Planning
Education
Kansas State University 1999 — 2002
Bachelor of Arts (B.A.), Psychology
Kansas State University 1998 — 2002
Bachelor's degree, Psychology
Janeil Stevens's Advisors Excel Experience June 2011 - Present
Job Life Marketer
Industry Marketing and Advertising
Experience
Advisors Excel June 2011 - Present
Bankers LIfe and Casualty 2007 - 2011
Education
Kansas State University 2003 — 2007
Management and Marketing, Business
Advisors Excel June 2011 - Present
Bankers LIfe and Casualty 2007 - 2011
Education
Kansas State University 2003 — 2007
Management and Marketing, Business
Kristen Money Kristen Money's Advisors Excel Experience June 2014 - Present
Job Advisors Excel
Industry Financial Services
Experience
Advisors Excel June 2014 - Present
Advisors Excel November 2012 - Present
Security Benefit August 2011 - November 2012
Security Benefit February 2007 - October 2010
American Family Insurance June 2004 - February 2007
Skills
Customer Service, Call Center, Property & Casualty..., General Insurance, Fixed Annuities, Insurance, Retirement Planning, Variable Annuities, Call Centers, Finance, Health Insurance, Sales, ERISA, Relationship Management, Employee Benefits
Education
Baker University 2011 — 2013
Business Administration
Allen County Community College 2005 — 2009
Associates in Arts
Advisors Excel June 2014 - Present
Advisors Excel November 2012 - Present
Security Benefit August 2011 - November 2012
Security Benefit February 2007 - October 2010
American Family Insurance June 2004 - February 2007
Skills
Customer Service, Call Center, Property & Casualty..., General Insurance, Fixed Annuities, Insurance, Retirement Planning, Variable Annuities, Call Centers, Finance, Health Insurance, Sales, ERISA, Relationship Management, Employee Benefits
Education
Baker University 2011 — 2013
Business Administration
Allen County Community College 2005 — 2009
Associates in Arts
Cristen Barber Cristen Barber's Advisors Excel Experience August 2014 - Present
Job AE Coaching Specialist
Industry Insurance
Experience
Advisors Excel August 2014 - Present
National Financial Partners December 2011 - August 2014
State Farm Insurance April 2003 - December 2011
White Lodging Services April 2006 - May 2007
Skills
Series 6, Insurance, Retirement Planning, Employee Benefits, Strategic Planning, Sales, Social Media Marketing, Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Term Life Insurance, Health Insurance, Mutual Funds, Retirement, Financial Planners, Building Relationships, Financial Services
Education
Austin Community College 1993 — 1996
Marketing
Advisors Excel August 2014 - Present
National Financial Partners December 2011 - August 2014
State Farm Insurance April 2003 - December 2011
White Lodging Services April 2006 - May 2007
Skills
Series 6, Insurance, Retirement Planning, Employee Benefits, Strategic Planning, Sales, Social Media Marketing, Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Term Life Insurance, Health Insurance, Mutual Funds, Retirement, Financial Planners, Building Relationships, Financial Services
Education
Austin Community College 1993 — 1996
Marketing
Brie Engelken Parks's Advisors Excel Experience May 2014 - Present
Job Advertising & Marketing Professional
Industry Marketing and Advertising
Experience
Advisors Excel May 2014 - Present
jones huyett Partners January 2008 - May 2014
Kansas State University January 2005 - December 2007
Cessna Aircraft Company May 2007 - August 2007
Skills
Project Management, Brand Management, Strategic Planning, Event Planning, Advertising, Public Relations, Focus Groups, Concept Development, Social Media, Social Media Marketing, Project Coordination
Education
Second Wind – Certified Account Executive College 2008 — 2008
CAAM, Account Service, Account Planning, Strategic Planning
Kansas State University 2005 — 2007
BA, Business and Marketing
Nemaha Valley High School 2000 — 2004
General Education
Advisors Excel May 2014 - Present
jones huyett Partners January 2008 - May 2014
Kansas State University January 2005 - December 2007
Cessna Aircraft Company May 2007 - August 2007
Skills
Project Management, Brand Management, Strategic Planning, Event Planning, Advertising, Public Relations, Focus Groups, Concept Development, Social Media, Social Media Marketing, Project Coordination
Education
Second Wind – Certified Account Executive College 2008 — 2008
CAAM, Account Service, Account Planning, Strategic Planning
Kansas State University 2005 — 2007
BA, Business and Marketing
Nemaha Valley High School 2000 — 2004
General Education
Emio Tomeoni Emio Tomeoni's Advisors Excel Experience June 2011 - February 2014
Job Founder at Emio Created Media
Industry Media Production
Experience
Emio Created Media February 2014 - Present
Advisors Excel June 2011 - February 2014
WIBW TV January 2010 - April 2011
TRX Training 2008 - 2010
NBC News 2006 - 2008
NBCUniversal, Inc. 2005 - 2006
Skills
Video Production, Video Editing, Videography, Adobe Creative Suite, Final Cut Pro, Cinematography, Camera Operating, Directing, Post Production, Creative Strategy, Creativity, YouTube, Husband, Father, Hustle, Lighting, Sound Editing, Sound Design, Sony Camcorders, Canon Cameras, Video, Final Cut Studio, Non-linear Editing, Storytelling, Commercials, Web Video, Social Media, Social Media Marketing, Copywriting, Online Advertising, Digital Marketing, Editing, Journalism, Creative Direction
Education
St. John's University 2001 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies
St. John's University 2000 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies
Emio Created Media February 2014 - Present
Advisors Excel June 2011 - February 2014
WIBW TV January 2010 - April 2011
TRX Training 2008 - 2010
NBC News 2006 - 2008
NBCUniversal, Inc. 2005 - 2006
Skills
Video Production, Video Editing, Videography, Adobe Creative Suite, Final Cut Pro, Cinematography, Camera Operating, Directing, Post Production, Creative Strategy, Creativity, YouTube, Husband, Father, Hustle, Lighting, Sound Editing, Sound Design, Sony Camcorders, Canon Cameras, Video, Final Cut Studio, Non-linear Editing, Storytelling, Commercials, Web Video, Social Media, Social Media Marketing, Copywriting, Online Advertising, Digital Marketing, Editing, Journalism, Creative Direction
Education
St. John's University 2001 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies
St. John's University 2000 — 2004
Bachelor of Arts (B.A.), Communication and Media Studies
Jay Dodder Jay Dodder's Advisors Excel Experience April 2012 - Present
Job Consultant to Independent Financial Advisors | Marketer at Advisors Excel
Industry Marketing and Advertising
Experience
Advisors Excel April 2012 - Present
Paragon Ag Advisors August 2011 - March 2012
PFS Investments, Inc. May 2010 - November 2011
Skills
Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Investments, Investment Strategies, Retirement Planning, Income for Life, Income Protection, IRAs, 401k Rollovers, 401k, Insurance, Life Insurance, Retirement, Financial Planners, Financial Advisory, Financial Planning, Marketing, Sales, Small Business, Wealth Management
Education
Washburn University 2000 — 2004
Marketing
Iowa Wesleyan College 1999 — 2000
Marketing
Kansas City Kansas Community College 1997 — 1999
Associate's degree, Business, Management, Marketing, and Related Support Services
Silver Lake High School 1993 — 1997
Advisors Excel April 2012 - Present
Paragon Ag Advisors August 2011 - March 2012
PFS Investments, Inc. May 2010 - November 2011
Skills
Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Investments, Investment Strategies, Retirement Planning, Income for Life, Income Protection, IRAs, 401k Rollovers, 401k, Insurance, Life Insurance, Retirement, Financial Planners, Financial Advisory, Financial Planning, Marketing, Sales, Small Business, Wealth Management
Education
Washburn University 2000 — 2004
Marketing
Iowa Wesleyan College 1999 — 2000
Marketing
Kansas City Kansas Community College 1997 — 1999
Associate's degree, Business, Management, Marketing, and Related Support Services
Silver Lake High School 1993 — 1997
Cory Swain's Advisors Excel Experience January 2013 - Present
Job Cory Swain | Marketer at Advisors Excel
Industry Financial Services
Experience
Advisors Excel January 2013 - Present
Education
Palm Beach Atlantic University 2005 — 2009
BA, Sport Management
Advisors Excel January 2013 - Present
Education
Palm Beach Atlantic University 2005 — 2009
BA, Sport Management
Mallory McDaniel's Advisors Excel Experience July 2013 - Present
Job Account Manager at Advisors Excel
Industry Marketing and Advertising
Experience
Advisors Excel July 2013 - Present
Kid Stuff Marketing, Inc. September 2008 - July 2013
Peterson Publications, Inc. August 2007 - September 2008
Country Legends 106.9 FM April 2007 - August 2007
Old Chicago Restaurants 2005 - 2007
Skills
Customer Service, Goal Oriented, Microsoft Office, Microsoft Navision, Customer Satisfaction, Trade Shows, New Business Development, Online Sales, Self Management, Team Motivator, Reliability, Determination, Enthusiastic, Open Minded, Prospect Research, Organizational..., Creative Problem Solving, Advertising Sales, Thrives in a fast-paced..., Product Knowledge, Collaborative Working, Social Networking, Professional Networking, Direct Sales, Business Networking, Marketing, Event Planning, Email Marketing, Sales, Cold Calling, Account Management, Sales Process, B2B, Microsoft Word, Networking, PowerPoint, Outlook, Microsoft Excel, Teamwork, Strategic Thinking, Marketing Communications, Social Media Marketing, Direct Mail, Marketing Strategy, Copywriting, Relationship Marketing, Newsletters, Advertising, Direct Marketing, Brand Development
Education
Washburn University 2003 — 2007
Bachelor of Arts (B.A.), Mass Media Major with emphasis in Advertising
Kansas State University 2002 — 2003
Business & Psychology
Hayden High School 2000 — 2002
Cair Paravel Latin School 1995 — 2000
Advisors Excel July 2013 - Present
Kid Stuff Marketing, Inc. September 2008 - July 2013
Peterson Publications, Inc. August 2007 - September 2008
Country Legends 106.9 FM April 2007 - August 2007
Old Chicago Restaurants 2005 - 2007
Skills
Customer Service, Goal Oriented, Microsoft Office, Microsoft Navision, Customer Satisfaction, Trade Shows, New Business Development, Online Sales, Self Management, Team Motivator, Reliability, Determination, Enthusiastic, Open Minded, Prospect Research, Organizational..., Creative Problem Solving, Advertising Sales, Thrives in a fast-paced..., Product Knowledge, Collaborative Working, Social Networking, Professional Networking, Direct Sales, Business Networking, Marketing, Event Planning, Email Marketing, Sales, Cold Calling, Account Management, Sales Process, B2B, Microsoft Word, Networking, PowerPoint, Outlook, Microsoft Excel, Teamwork, Strategic Thinking, Marketing Communications, Social Media Marketing, Direct Mail, Marketing Strategy, Copywriting, Relationship Marketing, Newsletters, Advertising, Direct Marketing, Brand Development
Education
Washburn University 2003 — 2007
Bachelor of Arts (B.A.), Mass Media Major with emphasis in Advertising
Kansas State University 2002 — 2003
Business & Psychology
Hayden High School 2000 — 2002
Cair Paravel Latin School 1995 — 2000
D'mi Whitworth D'mi Whitworth's Advisors Excel Experience July 2013 - Present
Job Graphic Designer & Photographer
Industry Graphic Design
Experience
Advisors Excel July 2013 - Present
School District 434 2010 - 2011
Skills
Typography, Photography, Nature Photography, Photoshop, Photoshop Elements, Illustrator, InDesign, Dreamweaver, GoLive, Microsoft Office, Mac OS, Windows
Education
Johnson County Community College 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Design and Visual Communications, General
Advisors Excel July 2013 - Present
School District 434 2010 - 2011
Skills
Typography, Photography, Nature Photography, Photoshop, Photoshop Elements, Illustrator, InDesign, Dreamweaver, GoLive, Microsoft Office, Mac OS, Windows
Education
Johnson County Community College 2011 — 2013
Associate of Arts and Sciences (A.A.S.), Design and Visual Communications, General
Dustin Dean's Advisors Excel Experience May 2014 - Present
Job at
Industry Marketing and Advertising
Experience
Advisors Excel May 2014 - Present
Jones Huyett Partners 2008 - May 2014
Gatekeeper Hobbies 2008 - January 2012
Freestate Studios June 2006 - April 2008
KSNT November 2000 - July 2006
Skills
Voice Over, Final Cut Pro, Photoshop, After Effects, Video Production, Avid, Broadcast Television, Broadcast Journalism, Copywriting, Interviews, Creative Writing, Photography, Digital Photography, Television, Concept Development, Voice Acting, Social Media, Editing, Radio, Broadcast, Advertising, Producing
Education
Washburn University 1996 — 2001
BA, Mass Media
University of Cambridge 2000 — 2000
English, International Politics
Topeka High School 1991 — 1995
Advisors Excel May 2014 - Present
Jones Huyett Partners 2008 - May 2014
Gatekeeper Hobbies 2008 - January 2012
Freestate Studios June 2006 - April 2008
KSNT November 2000 - July 2006
Skills
Voice Over, Final Cut Pro, Photoshop, After Effects, Video Production, Avid, Broadcast Television, Broadcast Journalism, Copywriting, Interviews, Creative Writing, Photography, Digital Photography, Television, Concept Development, Voice Acting, Social Media, Editing, Radio, Broadcast, Advertising, Producing
Education
Washburn University 1996 — 2001
BA, Mass Media
University of Cambridge 2000 — 2000
English, International Politics
Topeka High School 1991 — 1995
Kayela Richard's Advisors Excel Experience November 2013 - Present
Job Marketing Manager at Dymax Inc.
Industry Public Relations and Communications
Experience
Dymax Inc. 2015 - Present
Advisors Excel November 2013 - Present
Bates Dance Studios August 2011 - Present
GTM Sportswear July 2012 - November 2013
GTM Sportswear January 2012 - June 2012
Kansas State University August 2010 - August 2011
Kansas State University January 2011 - June 2011
Kansas State University May 2010 - August 2010
Skills
Social Media, Press Releases, Facebook, Social Networking, Marketing, Media Relations, Advertising, Blogging, Event Planning, Public Relations, Account Management, AP Style, Online Lead Generation, Brand Development..., Media Buying, Research, Video Production, Training, Editing, Social Media Marketing, Marketing Strategy
Education
Kansas State University 2006 — 2011
Bachelor of Science, Public Relations
Riley County High School 2002 — 2006
Bachelor of Science (B.S.)
Dymax Inc. 2015 - Present
Advisors Excel November 2013 - Present
Bates Dance Studios August 2011 - Present
GTM Sportswear July 2012 - November 2013
GTM Sportswear January 2012 - June 2012
Kansas State University August 2010 - August 2011
Kansas State University January 2011 - June 2011
Kansas State University May 2010 - August 2010
Skills
Social Media, Press Releases, Facebook, Social Networking, Marketing, Media Relations, Advertising, Blogging, Event Planning, Public Relations, Account Management, AP Style, Online Lead Generation, Brand Development..., Media Buying, Research, Video Production, Training, Editing, Social Media Marketing, Marketing Strategy
Education
Kansas State University 2006 — 2011
Bachelor of Science, Public Relations
Riley County High School 2002 — 2006
Bachelor of Science (B.S.)
Angie (Marquart) Grau's Advisors Excel Experience July 2013 - Present
Job Adjunct Lecturer at Washburn University School of Business
Industry Marketing and Advertising
Experience
Washburn University School of Business January 2015 - Present
Advisors Excel July 2013 - Present
AAFT June 2010 - June 2014
CivicPlus December 2012 - July 2013
CivicPlus June 2012 - December 2012
Fast Forward Topeka January 2011 - June 2012
jones huyett Partners July 2010 - June 2012
Washburn MBA Association April 2011 - May 2012
CD Tradepost, Inc. 2011 - 2011
jones huyett Partners December 2009 - July 2010
Skills
Social Media Marketing, Media Research, Advertising, Media Planning, Media Buying, Strategic Planning, Marketing Research, Marketing..., Email Marketing, Blogging, Marketing Communications, Marketing Strategy, Social Media, Social Networking, Fundraising, Public Relations, Marketing, Strategic Communications, Interactive Marketing
Education
Washburn University 2010 — 2012
Master of Business Administration (MBA)
Washburn University 2006 — 2009
Bachelor of Arts, Mass Media - Advertising
Washburn University 2006 — 2009
BBA, Marketing
University of Nebraska-Lincoln 2005 — 2006
Washburn University School of Business January 2015 - Present
Advisors Excel July 2013 - Present
AAFT June 2010 - June 2014
CivicPlus December 2012 - July 2013
CivicPlus June 2012 - December 2012
Fast Forward Topeka January 2011 - June 2012
jones huyett Partners July 2010 - June 2012
Washburn MBA Association April 2011 - May 2012
CD Tradepost, Inc. 2011 - 2011
jones huyett Partners December 2009 - July 2010
Skills
Social Media Marketing, Media Research, Advertising, Media Planning, Media Buying, Strategic Planning, Marketing Research, Marketing..., Email Marketing, Blogging, Marketing Communications, Marketing Strategy, Social Media, Social Networking, Fundraising, Public Relations, Marketing, Strategic Communications, Interactive Marketing
Education
Washburn University 2010 — 2012
Master of Business Administration (MBA)
Washburn University 2006 — 2009
Bachelor of Arts, Mass Media - Advertising
Washburn University 2006 — 2009
BBA, Marketing
University of Nebraska-Lincoln 2005 — 2006
Antoine Polite's Advisors Excel Experience Internal MarketerSecurity Benefit2006 - 2008
Job VP Marketing at Advisors Excel
Industry Financial Services
Experience
Advisors Excel Internal MarketerSecurity Benefit2006 - 2008
Security Benefit 2006 - 2008
Kansas State Football 2000 - 2005
Skills
Social Media Marketing, Fixed Annuities, Email Marketing, Retirement Planning, Marketing, Marketing Strategy, Marketing Communications, Online Advertising, Strategic Planning, Direct Marketing, Leadership, Insurance, Life Insurance, Retirement, Lead Generation, IRAs, Market Research, Series 7, Disability Insurance, Digital Marketing, New Business Development, Integrated Marketing, Marketing Management, 401k, Account Management, Strategic Financial..., Term Life Insurance, Sales, Long-term Care, Wealth Management, Strategy, Investments, Small Business, Financial Services, Financial Advisory, Direct Mail, Asset Allocation, Investment Advisory, Estate Planning, Health Insurance, Securities, Series 6, Series 63, Investment Strategies, Wealth, Personal Finance, Financial Planning, Relationship Management, Financial Planners, Mutual Funds
Education
Kansas State University 2000 — 2004
Business, Marketing, Finance
Kansas State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Advisors Excel Internal MarketerSecurity Benefit2006 - 2008
Security Benefit 2006 - 2008
Kansas State Football 2000 - 2005
Skills
Social Media Marketing, Fixed Annuities, Email Marketing, Retirement Planning, Marketing, Marketing Strategy, Marketing Communications, Online Advertising, Strategic Planning, Direct Marketing, Leadership, Insurance, Life Insurance, Retirement, Lead Generation, IRAs, Market Research, Series 7, Disability Insurance, Digital Marketing, New Business Development, Integrated Marketing, Marketing Management, 401k, Account Management, Strategic Financial..., Term Life Insurance, Sales, Long-term Care, Wealth Management, Strategy, Investments, Small Business, Financial Services, Financial Advisory, Direct Mail, Asset Allocation, Investment Advisory, Estate Planning, Health Insurance, Securities, Series 6, Series 63, Investment Strategies, Wealth, Personal Finance, Financial Planning, Relationship Management, Financial Planners, Mutual Funds
Education
Kansas State University 2000 — 2004
Business, Marketing, Finance
Kansas State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Rachel Corinne Mitchell Rachel Corinne Mitchell's Advisors Excel Experience December 2011 - Present
Job Internal Life Marketer at Advisors Excel
Industry Insurance
Experience
Advisors Excel December 2011 - Present
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
Washburn University 2004 — 2008
Political Science, Studied Arabic Language
Advisors Excel December 2011 - Present
Education
University of Phoenix 2009 — 2011
Master of Business Administration (MBA)
Washburn University 2004 — 2008
Political Science, Studied Arabic Language
Katelyn Dunn Katelyn Dunn's Advisors Excel Experience 2012 - Present
Job Front End Supervisor at The Great Atlantic & Pacific Tea Company
Industry Insurance
Experience
Protective Life 2013 - Present
Advisors Excel 2012 - Present
The Great Atlantic & Pacific Tea Company 2012 - Present
Skills
Customer Service, Management, Organization
Education
College of Saint Elizabeth
Bachelor's degree, History
Protective Life 2013 - Present
Advisors Excel 2012 - Present
The Great Atlantic & Pacific Tea Company 2012 - Present
Skills
Customer Service, Management, Organization
Education
College of Saint Elizabeth
Bachelor's degree, History
Walter E Bak Walter E Bak's Advisors Excel Experience 1983 - 2011
Job Attorney at Law Office Walter E Bak
Industry Law Practice
Experience
Law Office Walter E. Bak December 1983 - Present
Advisors Excel 1983 - 2011
Skills
Estate Planning, Elder Law, Estate Administration, Probation, Insurance, Corporate Law, Contract Negotiation, Courts
Education
Commonwealth of Massachusetts Massachusetts Bar Association
Juris Doctor
Northeastern University 1977 — 1980
B.S.
Oklahoma City University School of Law
Juris Doctor, Law
United States of America Hampshire County Bar AssociationUnited States District of Massachusetts
Law Office Walter E. Bak December 1983 - Present
Advisors Excel 1983 - 2011
Skills
Estate Planning, Elder Law, Estate Administration, Probation, Insurance, Corporate Law, Contract Negotiation, Courts
Education
Commonwealth of Massachusetts Massachusetts Bar Association
Juris Doctor
Northeastern University 1977 — 1980
B.S.
Oklahoma City University School of Law
Juris Doctor, Law
United States of America Hampshire County Bar AssociationUnited States District of Massachusetts
Marcus Watts's Advisors Excel Experience July 2012 - Present
Job IT RECRUITER
Industry Financial Services
Experience
Covenant Consulting November 2010 - Present
Advisors Excel July 2012 - Present
Education
Kansas State University 2002 — 2007
Covenant Consulting November 2010 - Present
Advisors Excel July 2012 - Present
Education
Kansas State University 2002 — 2007
Brad Lindstrom's Advisors Excel Experience May 2007 - Present
Job VP of Marketing at Advisors Excel
Industry Marketing and Advertising
Experience
Advisors Excel May 2007 - Present
Bartlett & West August 1999 - July 2007
Education
Kansas State University 1993 — 1996
BS, Civil Engineering
Washburn University 1992 — 1994
Pre-Engineering
Silver Lake High 1989 — 1992
Advisors Excel May 2007 - Present
Bartlett & West August 1999 - July 2007
Education
Kansas State University 1993 — 1996
BS, Civil Engineering
Washburn University 1992 — 1994
Pre-Engineering
Silver Lake High 1989 — 1992
Jenny Hohman's Advisors Excel Experience November 2014 - Present
Job Compliance Consultant at Advisors Excel
Industry Insurance
Experience
Advisors Excel November 2014 - Present
State Farm Kurt Goeser Insurance Agency August 2009 - November 2014
State Farm Insurance Eric Smith Agency January 2007 - August 2009
American Family Insurance September 2004 - December 2006
American Family Insurance April 1999 - August 2004
Skills
Insurance, Health Insurance, Term Life Insurance, Customer Service, Long Term Care, Liability, Home, Workers Compensation, Word, Microsoft Office, Outlook, Property & Casualty..., Commercial Insurance, Umbrella, Analysis, Sales, Leadership, Customer Retention, Long-term Care, Umbrella Insurance, Marketing, Universal Life, Whole Life, Disability Insurance, Homeowners
Education
University of Kansas 1997 — 2003
BGS, English
Chariton High School 1994 — 1997
High School Graduate, General Studies
Advisors Excel November 2014 - Present
State Farm Kurt Goeser Insurance Agency August 2009 - November 2014
State Farm Insurance Eric Smith Agency January 2007 - August 2009
American Family Insurance September 2004 - December 2006
American Family Insurance April 1999 - August 2004
Skills
Insurance, Health Insurance, Term Life Insurance, Customer Service, Long Term Care, Liability, Home, Workers Compensation, Word, Microsoft Office, Outlook, Property & Casualty..., Commercial Insurance, Umbrella, Analysis, Sales, Leadership, Customer Retention, Long-term Care, Umbrella Insurance, Marketing, Universal Life, Whole Life, Disability Insurance, Homeowners
Education
University of Kansas 1997 — 2003
BGS, English
Chariton High School 1994 — 1997
High School Graduate, General Studies
Luke Waller's Advisors Excel Experience December 2007 - Present
Job Vice President of Life Insurance at Advisors Excel
Industry Financial Services
Experience
Advisors Excel December 2007 - Present
Skills
Wealth Management, Investments, Strategic Financial..., Life Insurance, Fixed Annuities, Financial Advisory, Insurance, Retirement Planning, Retirement
Education
Washburn University School of Law 2005 — 2007
Emporia State University 2000 — 2004
Advisors Excel December 2007 - Present
Skills
Wealth Management, Investments, Strategic Financial..., Life Insurance, Fixed Annuities, Financial Advisory, Insurance, Retirement Planning, Retirement
Education
Washburn University School of Law 2005 — 2007
Emporia State University 2000 — 2004
Haley Bowman Haley Bowman's Advisors Excel Experience May 2011 - January 2012
Job Director of Advocacy and Community Engagement at KIPP Endeavor Academy
Industry Nonprofit Organization Management
Experience
KIPP Endeavor Academy July 2014 - Present
KIPP Endeavor Academy July 2013 - July 2014
KIPP Endeavor Academy May 2012 - June 2013
Literacy Kansas City May 2012 - August 2012
Kansas Legal Services August 2011 - May 2012
Advisors Excel May 2011 - January 2012
St Lawrence University August 2009 - May 2010
St Lawrence University February 2007 - May 2010
Innovative Design & Marketing LLC May 2009 - November 2009
Newham Libraries May 2009 - May 2009
Skills
Blogging, Editing, Social Media, Press Releases, Research, Wordpress, PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Public Relations, Microsoft Word, Social Media Marketing, Marketing Communications, Academic Writing, Public Policy, Marketing
Education
University of Kansas School of Law 2010 — 2013
J.D.
National University of Ireland, Galway 2011 — 2011
J.D., International Human Rights Law
St. Lawrence University 2006 — 2010
Bachelor of Arts, English Literature, Fine Arts
KIPP Endeavor Academy July 2014 - Present
KIPP Endeavor Academy July 2013 - July 2014
KIPP Endeavor Academy May 2012 - June 2013
Literacy Kansas City May 2012 - August 2012
Kansas Legal Services August 2011 - May 2012
Advisors Excel May 2011 - January 2012
St Lawrence University August 2009 - May 2010
St Lawrence University February 2007 - May 2010
Innovative Design & Marketing LLC May 2009 - November 2009
Newham Libraries May 2009 - May 2009
Skills
Blogging, Editing, Social Media, Press Releases, Research, Wordpress, PowerPoint, Microsoft Office, Public Speaking, Microsoft Excel, Public Relations, Microsoft Word, Social Media Marketing, Marketing Communications, Academic Writing, Public Policy, Marketing
Education
University of Kansas School of Law 2010 — 2013
J.D.
National University of Ireland, Galway 2011 — 2011
J.D., International Human Rights Law
St. Lawrence University 2006 — 2010
Bachelor of Arts, English Literature, Fine Arts
Brady LaMar Brady LaMar's Advisors Excel Experience March 2010 - Present
Job Director of Sales & Marketing at Advisors Excel
Industry Marketing and Advertising
Experience
Advisors Excel March 2010 - Present
Ameritas Life Insurance May 2009 - March 2010
Nelnet Business Solutions January 2009 - May 2009
Skills
Investment Management, Fixed Annuities, Sales Management, Retirement Planning, Insurance, Financial Advisory, Retirement, Strategic Financial..., 401k, Marketing, IRAs
Education
University of Nebraska-Lincoln 2005 — 2009
BSBA, Finance
Advisors Excel March 2010 - Present
Ameritas Life Insurance May 2009 - March 2010
Nelnet Business Solutions January 2009 - May 2009
Skills
Investment Management, Fixed Annuities, Sales Management, Retirement Planning, Insurance, Financial Advisory, Retirement, Strategic Financial..., 401k, Marketing, IRAs
Education
University of Nebraska-Lincoln 2005 — 2009
BSBA, Finance
Dj Boike Dj Boike's Advisors Excel Experience 2008 - 2011
Job Investment Advisor at Retirement Resources
Industry Investment Management
Experience
Retirement Resources May 2004 - Present
Advisors Excel 2008 - 2011
Advisors Excel 2008 - 2011
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Long-term Care, Financial Advisory, Insurance, Strategic Financial..., Marketing, Sales, Financial Planners, Estate Planning, Strategic Planning
Education
Northland international University 1994 — 1998
Bachelor of Science (B.S.), Secondary Education and Teaching
Cornerstone University 1992 — 1994
Retirement Resources May 2004 - Present
Advisors Excel 2008 - 2011
Advisors Excel 2008 - 2011
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Long-term Care, Financial Advisory, Insurance, Strategic Financial..., Marketing, Sales, Financial Planners, Estate Planning, Strategic Planning
Education
Northland international University 1994 — 1998
Bachelor of Science (B.S.), Secondary Education and Teaching
Cornerstone University 1992 — 1994
Lyndsey Burrows Lyndsey Burrows's Advisors Excel Experience May 2011 - January 2012
Job Field Communications Specialist at National Western Life
Industry Financial Services
Experience
National Western Life August 2013 - Present
Acute Financial 2012 - July 2013
REAP Financial January 2012 - December 2012
Advisors Excel May 2011 - January 2012
Creative Marketing September 2007 - May 2011
Lancaster JetHawks January 2007 - May 2007
Stockton Ports January 2006 - November 2006
Daytona Cubs June 2005 - December 2005
Skills
Insurance, Life Insurance, Marketing, Advertising, Sports Marketing, Management, Marketing Strategy, Sponsorship, Sports, Sales, Social Media, New Business Development, Event Planning, Social Media Marketing, Recruiting, Event Management, Sports Management, Sponsorship Sales, Ticket Sales, Indexed Annuities, Fixed Annuities, Qualifying Prospects, Prospecting for New..., Strategic Prospecting
Education
The University of Texas at Austin 2012 — 2015
Certified Financial Planning Certificate
The University of Texas at Austin 2001 — 2005
Bachelor of Science
National Western Life August 2013 - Present
Acute Financial 2012 - July 2013
REAP Financial January 2012 - December 2012
Advisors Excel May 2011 - January 2012
Creative Marketing September 2007 - May 2011
Lancaster JetHawks January 2007 - May 2007
Stockton Ports January 2006 - November 2006
Daytona Cubs June 2005 - December 2005
Skills
Insurance, Life Insurance, Marketing, Advertising, Sports Marketing, Management, Marketing Strategy, Sponsorship, Sports, Sales, Social Media, New Business Development, Event Planning, Social Media Marketing, Recruiting, Event Management, Sports Management, Sponsorship Sales, Ticket Sales, Indexed Annuities, Fixed Annuities, Qualifying Prospects, Prospecting for New..., Strategic Prospecting
Education
The University of Texas at Austin 2012 — 2015
Certified Financial Planning Certificate
The University of Texas at Austin 2001 — 2005
Bachelor of Science
Elizabeth Becker's Advisors Excel Experience November 2012 - July 2013
Job Advertising & Digital Marketing Professional
Industry Marketing and Advertising
Experience
Garmin International July 2013 - Present
Advisors Excel November 2012 - July 2013
Zappos Family of Companies October 2011 - November 2012
MGM Resorts International April 2011 - October 2011
The Peninsula Beverly Hills August 2008 - April 2011
Riviera Country Club April 2006 - August 2008
Skills
Online Advertising, Hospitality, Marketing Strategy, Event Management, Advertising, Marketing, Digital Marketing, Hotels, Marketing Communications, Customer Service, Digital Media, Media Buying, Direct Marketing, Account Management, Media Planning, Digital Strategy, Web Analytics, Display Advertising, Creative Direction, New Business Development, Online Marketing, New Media, Integrated Marketing
Education
Kansas State University 2000 — 2005
Bachelors, Hotel and Restaurant Management
Free State High School
Garmin International July 2013 - Present
Advisors Excel November 2012 - July 2013
Zappos Family of Companies October 2011 - November 2012
MGM Resorts International April 2011 - October 2011
The Peninsula Beverly Hills August 2008 - April 2011
Riviera Country Club April 2006 - August 2008
Skills
Online Advertising, Hospitality, Marketing Strategy, Event Management, Advertising, Marketing, Digital Marketing, Hotels, Marketing Communications, Customer Service, Digital Media, Media Buying, Direct Marketing, Account Management, Media Planning, Digital Strategy, Web Analytics, Display Advertising, Creative Direction, New Business Development, Online Marketing, New Media, Integrated Marketing
Education
Kansas State University 2000 — 2005
Bachelors, Hotel and Restaurant Management
Free State High School
Amber Manley's Advisors Excel Experience December 2013 - July 2015
Job Recruiting / Branch Office Adminstrator
Industry Insurance
Experience
Bankers Life August 2015 - Present
Advisors Excel December 2013 - July 2015
CoreFirst Bank & Trust May 2013 - December 2013
Bankers Life and Casualty December 2006 - May 2013
Probasco Law Office June 2006 - June 2007
NPC International December 2002 - June 2006
Skills
Recruiting, Team Building, Management, Customer Service, Sales, Strategic Planning, Insurance, Marketing, Public Speaking, Coaching, Sales Management, Health Insurance, Account Management, Music Industry, Training, Case Management, Event Planning, Legal Assistance, Administrative Law, Administrative..., Microsoft Office
Education
Pittsburg State University 2000 — 2006
BA, Business, 4.0
Allen County Community College 1998 — 2000
Associate of Arts (AA), General, 3.8
Central Heights High School 1994 — 1998
High School, General Education, 3.8
Bankers Life August 2015 - Present
Advisors Excel December 2013 - July 2015
CoreFirst Bank & Trust May 2013 - December 2013
Bankers Life and Casualty December 2006 - May 2013
Probasco Law Office June 2006 - June 2007
NPC International December 2002 - June 2006
Skills
Recruiting, Team Building, Management, Customer Service, Sales, Strategic Planning, Insurance, Marketing, Public Speaking, Coaching, Sales Management, Health Insurance, Account Management, Music Industry, Training, Case Management, Event Planning, Legal Assistance, Administrative Law, Administrative..., Microsoft Office
Education
Pittsburg State University 2000 — 2006
BA, Business, 4.0
Allen County Community College 1998 — 2000
Associate of Arts (AA), General, 3.8
Central Heights High School 1994 — 1998
High School, General Education, 3.8
Kristin Ross Kristin Ross's Advisors Excel Experience June 2015 - Present
Job Copywriter at Advisors Excel
Industry Newspapers
Experience
Advisors Excel June 2015 - Present
Equal Time Magazine September 2014 - January 2015
Downtown Committee of Syracuse Inc. June 2014 - August 2014
The Daily Orange May 2013 - December 2013
Helen Hocker Theatre May 2011 - August 2012
Baked Magazine January 2012 - May 2012
Skills
Blogging, Journalism, AP Style, Editing, Newspapers, Feature Articles, Social Media, Fact-checking, Online Journalism, Copywriting, Magazines, InCopy, Tumblr, Headline Writing, News Writing, Copy Editing, InDesign, Photoshop, Photography, Final Cut Express, Facebook, WordPress, PowerPoint, Interviewing Skills, Illustrator, SLR, Video Editing, Twitter, Klout, Instagram, Vine, Pinterest, Foursquare, Microsoft Word, Microsoft Excel, Storytelling, Final Cut Pro
Education
Syracuse University 2011 — 2014
Newspaper and Online Journalism
Syracuse University -- London Program 2013 — 2013
Topeka High School 2007 — 2010
Advisors Excel June 2015 - Present
Equal Time Magazine September 2014 - January 2015
Downtown Committee of Syracuse Inc. June 2014 - August 2014
The Daily Orange May 2013 - December 2013
Helen Hocker Theatre May 2011 - August 2012
Baked Magazine January 2012 - May 2012
Skills
Blogging, Journalism, AP Style, Editing, Newspapers, Feature Articles, Social Media, Fact-checking, Online Journalism, Copywriting, Magazines, InCopy, Tumblr, Headline Writing, News Writing, Copy Editing, InDesign, Photoshop, Photography, Final Cut Express, Facebook, WordPress, PowerPoint, Interviewing Skills, Illustrator, SLR, Video Editing, Twitter, Klout, Instagram, Vine, Pinterest, Foursquare, Microsoft Word, Microsoft Excel, Storytelling, Final Cut Pro
Education
Syracuse University 2011 — 2014
Newspaper and Online Journalism
Syracuse University -- London Program 2013 — 2013
Topeka High School 2007 — 2010
Amy Bahner, PHR Amy Bahner, PHR's Advisors Excel Experience May 2011 - Present
Job Director of Human Resources at Advisors Excel
Industry Marketing and Advertising
Experience
Advisors Excel May 2011 - Present
Waddell & Reed November 2000 - May 2011
Helzberg Diamonds September 1998 - December 2009
Skills
Recruiting, Benefits Administration, Talent Acquisition, HR Policies, Employee Relations, Human Resources, Onboarding, Applicant Tracking..., New Hire Orientations, HRIS, Performance Management, FMLA, Talent Management, Succession Planning, Employee Benefits, Personnel Management, Hiring, Employee Engagement, Management, Interviews, Internet Recruiting, Workforce Planning
Education
Baker College Center for Graduate Studies
MBA, Human Resources
Kansas State University
BS, Education
Advisors Excel May 2011 - Present
Waddell & Reed November 2000 - May 2011
Helzberg Diamonds September 1998 - December 2009
Skills
Recruiting, Benefits Administration, Talent Acquisition, HR Policies, Employee Relations, Human Resources, Onboarding, Applicant Tracking..., New Hire Orientations, HRIS, Performance Management, FMLA, Talent Management, Succession Planning, Employee Benefits, Personnel Management, Hiring, Employee Engagement, Management, Interviews, Internet Recruiting, Workforce Planning
Education
Baker College Center for Graduate Studies
MBA, Human Resources
Kansas State University
BS, Education
Christi Tenholder's Advisors Excel Experience August 2013 - Present
Job Director of Advanced Markets at Advisors Excel
Industry Insurance
Experience
Advisors Excel August 2013 - Present
Advisors Excel March 2005 - Present
ING May 2003 - February 2005
Personalized Brokerage Services September 2000 - April 2003
Bank of America December 1992 - September 2000
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Life Insurance, Retirement, Investments, Insurance, 401k, Financial Advisory, Financial Services, Wealth Management, Wealth, Investment Advisory, Financial Planners, Mutual Funds, Employee Benefits, Investment Strategies, Financial Planning
Education
Kansas State University
Advisors Excel August 2013 - Present
Advisors Excel March 2005 - Present
ING May 2003 - February 2005
Personalized Brokerage Services September 2000 - April 2003
Bank of America December 1992 - September 2000
Skills
Retirement Planning, Fixed Annuities, Strategic Financial..., Life Insurance, Retirement, Investments, Insurance, 401k, Financial Advisory, Financial Services, Wealth Management, Wealth, Investment Advisory, Financial Planners, Mutual Funds, Employee Benefits, Investment Strategies, Financial Planning
Education
Kansas State University
Shannah Sumner's Advisors Excel Experience September 2013 - Present
Job Marketing Relationship Manager at Advisors Excel
Industry Marketing and Advertising
Experience
Advisors Excel September 2013 - Present
Vemma June 2012 - Present
Advisors Excel October 2010 - Present
Prudential First, REALTORS December 2003 - January 2014
Advisors Excel August 2008 - October 2010
Skills
Fixed Annuities, Marketing, Retirement Planning, Financial Advisory, Insurance, 401k, Retirement, IRAs, Wealth Management, Wealth, Strategic Financial..., Financial Services, Estate Planning, Mutual Funds, Financial Planners, Life Insurance, Investments, Sales, Small Business, Health Insurance, Financial Planning
Education
Kansas State University
Advisors Excel September 2013 - Present
Vemma June 2012 - Present
Advisors Excel October 2010 - Present
Prudential First, REALTORS December 2003 - January 2014
Advisors Excel August 2008 - October 2010
Skills
Fixed Annuities, Marketing, Retirement Planning, Financial Advisory, Insurance, 401k, Retirement, IRAs, Wealth Management, Wealth, Strategic Financial..., Financial Services, Estate Planning, Mutual Funds, Financial Planners, Life Insurance, Investments, Sales, Small Business, Health Insurance, Financial Planning
Education
Kansas State University
Kari Denton Kari Denton's Advisors Excel Experience December 2012 - Present
Job Operations Consultant/Team Lead
Industry Financial Services
Experience
Advisors Excel December 2012 - Present
OfficeTeam March 2012 - December 2012
Cornerstone Business Advisors January 2011 - February 2012
Young America Realty, Inc September 2008 - June 2010
Skills
PowerPoint, Customer Service, Microsoft Office, Social Media, Microsoft Word, Recruiting, Microsoft Excel, Staffing Services, Candidate Tracking..., Marketing Communications, Advertising, Social Media Marketing, Outlook, Customer Relations, Teamwork, Problem Solving, Facebook, Sales, Time Management, Human Resources
Education
Illinois State University 2006 — 2010
Bachelor of Science, Marketing
Guilford High School
Advisors Excel December 2012 - Present
OfficeTeam March 2012 - December 2012
Cornerstone Business Advisors January 2011 - February 2012
Young America Realty, Inc September 2008 - June 2010
Skills
PowerPoint, Customer Service, Microsoft Office, Social Media, Microsoft Word, Recruiting, Microsoft Excel, Staffing Services, Candidate Tracking..., Marketing Communications, Advertising, Social Media Marketing, Outlook, Customer Relations, Teamwork, Problem Solving, Facebook, Sales, Time Management, Human Resources
Education
Illinois State University 2006 — 2010
Bachelor of Science, Marketing
Guilford High School
Nicole Shiflett's Advisors Excel Experience February 2009 - September 2012
Job Director of Operations at Jones Advisory Group
Industry Financial Services
Experience
Jones Advisory Group December 2013 - Present
Mars October 2013 - January 2014
Carlson & Company Financial Services, LLC September 2012 - September 2013
Advisor's Excel February 2009 - September 2012
Hill's Pet Nutrition August 2004 - February 2008
Skills
Strategic Planning, Retirement Planning, Marketing Strategy, Customer Service, Event Planning, Fixed Annuities, Social Media Marketing, New Business Development, Marketing Communications, Leadership, Sales, Small Business, Coaching, Business Planning, Training, Leadership Development, Account Management, Business Development, Insurance, Life Insurance, Long-term Care, Management, Microsoft Office, Sales Management, Social Media, Team Leadership, Strategy, Wealth Management
Education
Baker University 2012 — 2014
Associate's degree, Business Administration, Management and Operations
Jones Advisory Group December 2013 - Present
Mars October 2013 - January 2014
Carlson & Company Financial Services, LLC September 2012 - September 2013
Advisor's Excel February 2009 - September 2012
Hill's Pet Nutrition August 2004 - February 2008
Skills
Strategic Planning, Retirement Planning, Marketing Strategy, Customer Service, Event Planning, Fixed Annuities, Social Media Marketing, New Business Development, Marketing Communications, Leadership, Sales, Small Business, Coaching, Business Planning, Training, Leadership Development, Account Management, Business Development, Insurance, Life Insurance, Long-term Care, Management, Microsoft Office, Sales Management, Social Media, Team Leadership, Strategy, Wealth Management
Education
Baker University 2012 — 2014
Associate's degree, Business Administration, Management and Operations
Ryan Bishop's Advisors Excel Experience April 2014 - Present
Job Video Editor at Advisors Excel
Industry Media Production
Experience
Advisors Excel April 2014 - Present
City of Topeka November 2013 - April 2014
WIBW TV August 2012 - November 2013
American Advertising Federation - Topeka May 2012 - May 2013
Topeka Public Schools (USD 501) March 2012 - August 2012
Freelance Video Production Specialist November 2011 - August 2012
American Advertising Federation - Topeka June 2011 - May 2012
Gizmo Pictures November 2007 - December 2011
American Advertising Federation - Topeka May 2010 - June 2011
Best Buy July 2005 - August 2007
Skills
Social Media, Advertising, Public Relations, Photography, Event Planning, Social Media Marketing, Editing, Final Cut Pro, Video Production, Marketing Communications, Copywriting, Press Releases, Video, Event Management, Film, Blogging, Video Editing, Television, Public Speaking, Graphic Design, Adobe Creative Suite, Adobe Premiere, Adobe After Effects, Videography, Broadcast, Premiere, After Effects
Education
Washburn University 2005 — 2007
B.A., Mass Media
University of Kansas 2003 — 2005
Psychology
Advisors Excel April 2014 - Present
City of Topeka November 2013 - April 2014
WIBW TV August 2012 - November 2013
American Advertising Federation - Topeka May 2012 - May 2013
Topeka Public Schools (USD 501) March 2012 - August 2012
Freelance Video Production Specialist November 2011 - August 2012
American Advertising Federation - Topeka June 2011 - May 2012
Gizmo Pictures November 2007 - December 2011
American Advertising Federation - Topeka May 2010 - June 2011
Best Buy July 2005 - August 2007
Skills
Social Media, Advertising, Public Relations, Photography, Event Planning, Social Media Marketing, Editing, Final Cut Pro, Video Production, Marketing Communications, Copywriting, Press Releases, Video, Event Management, Film, Blogging, Video Editing, Television, Public Speaking, Graphic Design, Adobe Creative Suite, Adobe Premiere, Adobe After Effects, Videography, Broadcast, Premiere, After Effects
Education
Washburn University 2005 — 2007
B.A., Mass Media
University of Kansas 2003 — 2005
Psychology
Keely Waller's Advisors Excel Experience January 2010 - January 2013
Job Owner of KG Consulting Group, LLC
Industry Marketing and Advertising
Experience
KG Consulting Group, LLC January 2013 - Present
Advisors Excel January 2010 - January 2013
Advisors Excel April 2010 - December 2011
Bankers Life and Casualty July 2006 - March 2010
Skills
Small Business Marketing, Marketing Strategy, Marketing for Small..., Social Media Marketing, Market Research, Online Advertising, Marketing, Marketing Communications, Email Marketing, Social Media, Advertising, Digital Marketing, Public Relations, Event Planning, Direct Marketing, Marketing Management, Sales, Copywriting, New Business Development, Integrated Marketing, Lead Generation, Marketing Research, Direct Mail, Strategic Planning, Strategy, Online Marketing, Social Networking, Business Development, Management, Market Planning, Competitive Analysis, Entrepreneurship, Account Management, Brand Management, Brand Development, Event Management, B2B, B2B Marketing, PPC, Google Adwords, Mobile Marketing, SEM, SEO, Media Planning
Education
Baker University 2011 — 2012
MBA, Marketing
Washburn University 2005 — 2010
BBA, Marketing and Management
KG Consulting Group, LLC January 2013 - Present
Advisors Excel January 2010 - January 2013
Advisors Excel April 2010 - December 2011
Bankers Life and Casualty July 2006 - March 2010
Skills
Small Business Marketing, Marketing Strategy, Marketing for Small..., Social Media Marketing, Market Research, Online Advertising, Marketing, Marketing Communications, Email Marketing, Social Media, Advertising, Digital Marketing, Public Relations, Event Planning, Direct Marketing, Marketing Management, Sales, Copywriting, New Business Development, Integrated Marketing, Lead Generation, Marketing Research, Direct Mail, Strategic Planning, Strategy, Online Marketing, Social Networking, Business Development, Management, Market Planning, Competitive Analysis, Entrepreneurship, Account Management, Brand Management, Brand Development, Event Management, B2B, B2B Marketing, PPC, Google Adwords, Mobile Marketing, SEM, SEO, Media Planning
Education
Baker University 2011 — 2012
MBA, Marketing
Washburn University 2005 — 2010
BBA, Marketing and Management
Beth Lenherr Beth Lenherr's Advisors Excel Experience August 2012 - Present
Job Learning & Development Specialist at Advisors Excel
Industry Financial Services
Experience
Advisors Excel August 2012 - Present
Washburn University Office of International Programs 2013 - Present
University of Puerto Rico Mayagüez August 2010 - May 2012
Intelenet Global September 2007 - August 2009
Skills
Event Planning, Customer Service, Non-profits, Social Media, Public Speaking, Recruiting, Sales, Team Leadership, Nonprofits, Public Relations, Grant Writing, Spanish, Advertising, Leadership Development, Training, Curriculum Design, Marketing, Social Networking, Coaching, Management, Leadership, Microsoft Office
Education
University of Puerto Rico-Mayaguez 2010 — 2012
Master of Arts (M.A.), English Education; Linguistics, Writing, ESL
Washburn University 1998 — 2002
Bachelor of Arts (B.A.), English; Creative and Technical Writing
Advisors Excel August 2012 - Present
Washburn University Office of International Programs 2013 - Present
University of Puerto Rico Mayagüez August 2010 - May 2012
Intelenet Global September 2007 - August 2009
Skills
Event Planning, Customer Service, Non-profits, Social Media, Public Speaking, Recruiting, Sales, Team Leadership, Nonprofits, Public Relations, Grant Writing, Spanish, Advertising, Leadership Development, Training, Curriculum Design, Marketing, Social Networking, Coaching, Management, Leadership, Microsoft Office
Education
University of Puerto Rico-Mayaguez 2010 — 2012
Master of Arts (M.A.), English Education; Linguistics, Writing, ESL
Washburn University 1998 — 2002
Bachelor of Arts (B.A.), English; Creative and Technical Writing
Jill Hartman's Advisors Excel Experience December 2013 - Present
Job Account Manager Advisors Excel
Industry Financial Services
Experience
Advisors Excel December 2013 - Present
Citizens Bank NA May 2013 - November 2013
The College Basketball Experience and National Collegiate Basketball Hall of Fame January 2012 - June 2013
The College Basketball Experience January 2012 - May 2012
The University of Kansas Ambler Students Recreation & Fitness Center October 2009 - January 2012
The University of Kansas Ambler Student Recreation and Fitness Center June 2011 - August 2011
Skills
Cpr Certified, Customer Service, Special Events, Email Marketing, Fitness, Sales, Marketing, Social Media Marketing, Event Management, Management, Leadership, Sports Marketing, Social Media, Event Planning, Marketing Strategy, Microsoft Office, Facebook
Education
The University of Kansas 2009 — 2012
Bachelor of Science Education, Sports Management
Advisors Excel December 2013 - Present
Citizens Bank NA May 2013 - November 2013
The College Basketball Experience and National Collegiate Basketball Hall of Fame January 2012 - June 2013
The College Basketball Experience January 2012 - May 2012
The University of Kansas Ambler Students Recreation & Fitness Center October 2009 - January 2012
The University of Kansas Ambler Student Recreation and Fitness Center June 2011 - August 2011
Skills
Cpr Certified, Customer Service, Special Events, Email Marketing, Fitness, Sales, Marketing, Social Media Marketing, Event Management, Management, Leadership, Sports Marketing, Social Media, Event Planning, Marketing Strategy, Microsoft Office, Facebook
Education
The University of Kansas 2009 — 2012
Bachelor of Science Education, Sports Management
Josh Gentry's Advisors Excel Experience February 2009 - Present
Job Sales Coordinator at Advisors Excel
Industry Financial Services
Experience
Advisors Excel February 2009 - Present
Personalized Brokerage Services February 2007 - February 2009
Skills
Marketing Support, Fixed Annuities, Marketing, Retirement Planning, Sales Operations, Life Insurance
Education
Kansas State University 2005 — 2007
Bachelor, History
Advisors Excel February 2009 - Present
Personalized Brokerage Services February 2007 - February 2009
Skills
Marketing Support, Fixed Annuities, Marketing, Retirement Planning, Sales Operations, Life Insurance
Education
Kansas State University 2005 — 2007
Bachelor, History
Sandra Newland's Advisors Excel Experience December 2014 - April 2015
Job Marketing/Communication Specialist
Industry Public Relations and Communications
Experience
Independent contractor July 2012 - Present
Advisors Excel December 2014 - April 2015
Mutual of Omaha March 2012 - June 2012
Mutual of Omaha September 2005 - June 2010
Mutual of Omaha June 2005 - September 2005
Northwest Missouri State University January 2003 - April 2005
First National Bank of Omaha June 2004 - August 2004
Northwest Missouri State University September 2003 - December 2003
Skills
Marketing, Public Relations, Social Media, Marketing Strategy, PowerPoint, Event Planning, Sales, Marketing Communications, Customer Service, Microsoft Excel, Project Management, Change Management, Microsoft Word, Microsoft Office
Education
The University of Kansas 2010 — 2011
MBA, Marketing, Management
University of Kansas - Graduate School of Business 2010 — 2011
MBA, Marketing, Management
Northwest Missouri State University 2001 — 2005
BS, Public Relations
Independent contractor July 2012 - Present
Advisors Excel December 2014 - April 2015
Mutual of Omaha March 2012 - June 2012
Mutual of Omaha September 2005 - June 2010
Mutual of Omaha June 2005 - September 2005
Northwest Missouri State University January 2003 - April 2005
First National Bank of Omaha June 2004 - August 2004
Northwest Missouri State University September 2003 - December 2003
Skills
Marketing, Public Relations, Social Media, Marketing Strategy, PowerPoint, Event Planning, Sales, Marketing Communications, Customer Service, Microsoft Excel, Project Management, Change Management, Microsoft Word, Microsoft Office
Education
The University of Kansas 2010 — 2011
MBA, Marketing, Management
University of Kansas - Graduate School of Business 2010 — 2011
MBA, Marketing, Management
Northwest Missouri State University 2001 — 2005
BS, Public Relations
Shaina Brock's Advisors Excel Experience July 2011 - July 2011
Job Client Success Manager
Industry Information Technology and Services
Experience
Cornerstone OnDemand January 2013 - Present
Prospect Mortgage, LLC May 2012 - January 2013
University of the Pacific August 2011 - May 2012
Advisors Excel July 2011 - July 2011
Baylor University & The University of the Pacific August 2007 - July 2011
Skills
Access, Community Outreach, Time Management, PowerPoint, Coaching, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, Data Analysis, Research, Customer Service, Social Media, Fundraising, Leadership, Higher Education, Finance, Facebook, Critical Thinking, Management, Data Entry, Sales, Training, Leadership Development, Strategic Planning, Salesforce.com, Outlook, Budgets, Event Management, Teaching, Nonprofits, Analysis, Press Releases, Project Management, Social Networking, Economics, Team Leadership, Marketing, Social Media Marketing, Financial Analysis, Market Research, Marketing Strategy, Staff Development, Public Relations, Team Building, Program Management, Recruiting, Teamwork, Statistics
Education
University of the Pacific - Eberhardt School of Business 2009 — 2011
Bachelor of Science, Business Administration, Finance Concentration
Baylor University 2007 — 2009
Statistics
Cornerstone OnDemand January 2013 - Present
Prospect Mortgage, LLC May 2012 - January 2013
University of the Pacific August 2011 - May 2012
Advisors Excel July 2011 - July 2011
Baylor University & The University of the Pacific August 2007 - July 2011
Skills
Access, Community Outreach, Time Management, PowerPoint, Coaching, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word, Data Analysis, Research, Customer Service, Social Media, Fundraising, Leadership, Higher Education, Finance, Facebook, Critical Thinking, Management, Data Entry, Sales, Training, Leadership Development, Strategic Planning, Salesforce.com, Outlook, Budgets, Event Management, Teaching, Nonprofits, Analysis, Press Releases, Project Management, Social Networking, Economics, Team Leadership, Marketing, Social Media Marketing, Financial Analysis, Market Research, Marketing Strategy, Staff Development, Public Relations, Team Building, Program Management, Recruiting, Teamwork, Statistics
Education
University of the Pacific - Eberhardt School of Business 2009 — 2011
Bachelor of Science, Business Administration, Finance Concentration
Baylor University 2007 — 2009
Statistics
Dustin Brock's Advisors Excel Experience February 2010 - July 2013
Job Pricing Actuary at VALIC
Industry Financial Services
Experience
VALIC September 2013 - Present
Innovation Design Group January 2011 - Present
Advisors Excel February 2010 - July 2013
Derby/Rose Hill High Schools August 2006 - May 2009
Skills
Fixed Annuities, Indexed Annuities, Retirement, Retirement Planning, Life Insurance, Marketing, Insurance, Investments, Financial Services, Mutual Funds, PowerPoint, Financial Advisory, Investment Strategies, Term Life Insurance, Asset Allocation, Health Insurance, Strategic Financial..., 401k, Employee Benefits
Education
Emporia State University 2001 — 2005
Bachelor of Science (BS), Physics with a minor in Mathematics
Wichita State University
MEd, Sport Management
VALIC September 2013 - Present
Innovation Design Group January 2011 - Present
Advisors Excel February 2010 - July 2013
Derby/Rose Hill High Schools August 2006 - May 2009
Skills
Fixed Annuities, Indexed Annuities, Retirement, Retirement Planning, Life Insurance, Marketing, Insurance, Investments, Financial Services, Mutual Funds, PowerPoint, Financial Advisory, Investment Strategies, Term Life Insurance, Asset Allocation, Health Insurance, Strategic Financial..., 401k, Employee Benefits
Education
Emporia State University 2001 — 2005
Bachelor of Science (BS), Physics with a minor in Mathematics
Wichita State University
MEd, Sport Management
Dallas Johnson's Advisors Excel Experience January 2008 - Present
Job Associate Marketer
Industry Financial Services
Experience
Advisors Excel January 2008 - Present
Skills
Fixed Annuities, Retirement, Retirement Planning, Insurance, IRAs, Life Insurance, Strategic Financial..., Long-term Care, Financial Services, Sales, Financial Planners, Asset Management, Marketing, Estate Planning, 401k, Financial Advisory, Term Life Insurance, Disability Insurance, Mutual Funds
Education
Emporia State University 1993 — 1998
History
Advisors Excel January 2008 - Present
Skills
Fixed Annuities, Retirement, Retirement Planning, Insurance, IRAs, Life Insurance, Strategic Financial..., Long-term Care, Financial Services, Sales, Financial Planners, Asset Management, Marketing, Estate Planning, 401k, Financial Advisory, Term Life Insurance, Disability Insurance, Mutual Funds
Education
Emporia State University 1993 — 1998
History
Anthony Nolte's Advisors Excel Experience October 2013 - Present
Job Annuity New Business at Advisors Excel
Industry Consumer Services
Experience
Advisors Excel October 2013 - Present
TruGreen June 2013 - October 2013
TruGreen March 2013 - June 2013
Bergman Remodeling May 2007 - March 2013
Skills
Work Independently with..., Construction Management, Construction Safety, Project Estimation, Blueprint Reading, Residential Roofing, Reinforced Concrete, Framing, Drywall, Logical Thinker, Marketing Communications, Customer Satisfaction, Kinesiology, Exercise Physiology, Professional Experience, Highly Reliable, Learning Quickly, Analytic Problem Solving, Team Leadership
Education
Kansas State University 2007 — 2012
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Nemaha Valley High School
Advisors Excel October 2013 - Present
TruGreen June 2013 - October 2013
TruGreen March 2013 - June 2013
Bergman Remodeling May 2007 - March 2013
Skills
Work Independently with..., Construction Management, Construction Safety, Project Estimation, Blueprint Reading, Residential Roofing, Reinforced Concrete, Framing, Drywall, Logical Thinker, Marketing Communications, Customer Satisfaction, Kinesiology, Exercise Physiology, Professional Experience, Highly Reliable, Learning Quickly, Analytic Problem Solving, Team Leadership
Education
Kansas State University 2007 — 2012
Bachelor of Science (B.S.), Kinesiology and Exercise Science
Nemaha Valley High School
Shawn Sparks's Advisors Excel Experience October 2006 - Present
Job Vice President of Marketing at Advisors Excel
Industry Marketing and Advertising
Experience
Advisors Excel October 2006 - Present
Skills
Collaterals, Content Marketing, Revenue Streams, IRAs, Entrepreneurship, Marketing Mix Modeling, Marketing Operations, Collateral, Small Business Marketing, Customer Service, Indexed Annuities, Financial Planners, Retirement Planning, Wealth Management, Insurance, Marketing, Investments, Fixed Annuities, Small Business, Retirement, Financial Advisory, Term Life Insurance, Strategic Financial..., 401k, Life Insurance, Marketing Strategy
Education
Kansas State University 2000 — 2005
Bachelor Degree, Finance
Advisors Excel October 2006 - Present
Skills
Collaterals, Content Marketing, Revenue Streams, IRAs, Entrepreneurship, Marketing Mix Modeling, Marketing Operations, Collateral, Small Business Marketing, Customer Service, Indexed Annuities, Financial Planners, Retirement Planning, Wealth Management, Insurance, Marketing, Investments, Fixed Annuities, Small Business, Retirement, Financial Advisory, Term Life Insurance, Strategic Financial..., 401k, Life Insurance, Marketing Strategy
Education
Kansas State University 2000 — 2005
Bachelor Degree, Finance
Colton Gentry's Advisors Excel Experience May 2014 - Present
Job Student at Kansas State University
Industry Financial Services
Experience
Advisors Excel May 2014 - Present
Advisors Excel June 2012 - August 2012
Education
Kansas State University 2010 — 2014
Bachelor's Degree, Personal Financial Planning
Advisors Excel May 2014 - Present
Advisors Excel June 2012 - August 2012
Education
Kansas State University 2010 — 2014
Bachelor's Degree, Personal Financial Planning
Jessica McCartney's Advisors Excel Experience December 2014 - Present
Job at Advisors Excel
Industry Financial Services
Experience
Advisors Excel December 2014 - Present
Advisors Excel December 2013 - Present
Dr. King Y. Lee, M.D. 2009 - October 2010
Dr. King Y. Lee M.D. August 2008 - October 2010
Education
Emporia State University 2004 — 2008
Bachelor of Business Administration (BBA)
Advisors Excel December 2014 - Present
Advisors Excel December 2013 - Present
Dr. King Y. Lee, M.D. 2009 - October 2010
Dr. King Y. Lee M.D. August 2008 - October 2010
Education
Emporia State University 2004 — 2008
Bachelor of Business Administration (BBA)
Jolene Gochenour Jolene Gochenour's Advisors Excel Experience December 2014 - Present
Job Controller at Advisors Excel
Industry Accounting
Experience
Advisors Excel December 2014 - Present
HF Rubber Machinery, Inc June 2011 - December 2014
Valmont Industries July 2010 - June 2011
Valmont October 2005 - July 2010
Schroer 2000 - 2005
American National Bank July 1999 - July 2003
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Accounting, Internal Controls
Education
University of Phoenix 2003 — 2005
MBA, Accounting
Buena Vista University 2000 — 2003
Bachelors, Accounting
West Harrison 1986 — 2000
Topeka Leadership
Topeka Leadership
Advisors Excel December 2014 - Present
HF Rubber Machinery, Inc June 2011 - December 2014
Valmont Industries July 2010 - June 2011
Valmont October 2005 - July 2010
Schroer 2000 - 2005
American National Bank July 1999 - July 2003
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Accounting, Internal Controls
Education
University of Phoenix 2003 — 2005
MBA, Accounting
Buena Vista University 2000 — 2003
Bachelors, Accounting
West Harrison 1986 — 2000
Topeka Leadership
Topeka Leadership
Grant Kollman's Advisors Excel Experience July 2009 - June 2011
Job Associate Director at Berkadia
Industry Commercial Real Estate
Experience
Berkadia August 2015 - Present
Marcus & Millichap July 2012 - August 2015
State Street Bank July 2011 - July 2012
Advisors Excel July 2009 - June 2011
Jonathon P. Small, Attorney at Law January 2009 - May 2009
Skills
Mergers & Acquisitions, Social Media, PowerPoint, Finance, Marketing, Investments, Strategic Financial..., Event Planning, Management, Microsoft Excel, Financial Services, Insurance, Sales, Microsoft Office, Financial Advisory, Financial Analysis, Real Estate, Commercial Real Estate, Due Diligence, Investment Properties, Loans, Marketing Strategy, Leadership, Strategic Planning, Financial Planning
Education
University of Kansas 2006 — 2010
BS, History
Berkadia August 2015 - Present
Marcus & Millichap July 2012 - August 2015
State Street Bank July 2011 - July 2012
Advisors Excel July 2009 - June 2011
Jonathon P. Small, Attorney at Law January 2009 - May 2009
Skills
Mergers & Acquisitions, Social Media, PowerPoint, Finance, Marketing, Investments, Strategic Financial..., Event Planning, Management, Microsoft Excel, Financial Services, Insurance, Sales, Microsoft Office, Financial Advisory, Financial Analysis, Real Estate, Commercial Real Estate, Due Diligence, Investment Properties, Loans, Marketing Strategy, Leadership, Strategic Planning, Financial Planning
Education
University of Kansas 2006 — 2010
BS, History
Nick Schilling's Advisors Excel Experience March 2012 - Present
Job President of Securities Operations
Industry Financial Services
Experience
Advisors Excel March 2012 - Present
Personalized Brokerage Services, LLC January 2008 - March 2012
Allianz Life Insurance Company of NA January 2005 - March 2008
Allianz Life Insurance May 2003 - February 2008
Allianz Life 2003 - 2008
Allianz Life Insurance May 2003 - January 2005
Skills
Strategic Planning, Business Process..., Training, Financial Services, Leadership, Insurance, Health Insurance, Fixed Annuities, Risk Management, Strategic Financial..., Process Improvement, Underwriting, Retirement Planning, Investments, Long-term Care, Retirement, Sales, Recruiting, Coaching, FINRA Series 66, FINRA Series 24, FINRA Series 7, Kansas Life and Health...
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA, Consulting/Strategic Management
North Dakota State University 1998 — 2002
BS, Business Administration
Advisors Excel March 2012 - Present
Personalized Brokerage Services, LLC January 2008 - March 2012
Allianz Life Insurance Company of NA January 2005 - March 2008
Allianz Life Insurance May 2003 - February 2008
Allianz Life 2003 - 2008
Allianz Life Insurance May 2003 - January 2005
Skills
Strategic Planning, Business Process..., Training, Financial Services, Leadership, Insurance, Health Insurance, Fixed Annuities, Risk Management, Strategic Financial..., Process Improvement, Underwriting, Retirement Planning, Investments, Long-term Care, Retirement, Sales, Recruiting, Coaching, FINRA Series 66, FINRA Series 24, FINRA Series 7, Kansas Life and Health...
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA, Consulting/Strategic Management
North Dakota State University 1998 — 2002
BS, Business Administration
Doug Cmelik's Advisors Excel Experience August 2011 - Present
Job Agent at Advisors Excel
Industry Financial Services
Experience
Advisors Excel August 2011 - Present
Team Big Red Challenge 2012 - 2015
CFS March 2011 - August 2012
Ameriprise Financial January 1997 - March 2011
City of Lincoln December 1985 - August 1996
Skills
Retirement Planning, Strategic Financial..., Investments, Fixed Annuities, Financial Advisory, Portfolio Management, Securities, FINRA, Small Business, Risk Management, Saving for Education, Customer Service, Retirement, Finance, Insurance, Long-term Care, Sales, Mortgage Lending, Banking, Loans, Team Building, Public Speaking, Strategic Planning, Management, Sales Management
Education
Iowa State University 1979 — 1983
MCRP, Community and Regional Planning
Grinnell College 1974 — 1978
Bachelor's degree, Fine/Studio Arts, General
Advisors Excel August 2011 - Present
Team Big Red Challenge 2012 - 2015
CFS March 2011 - August 2012
Ameriprise Financial January 1997 - March 2011
City of Lincoln December 1985 - August 1996
Skills
Retirement Planning, Strategic Financial..., Investments, Fixed Annuities, Financial Advisory, Portfolio Management, Securities, FINRA, Small Business, Risk Management, Saving for Education, Customer Service, Retirement, Finance, Insurance, Long-term Care, Sales, Mortgage Lending, Banking, Loans, Team Building, Public Speaking, Strategic Planning, Management, Sales Management
Education
Iowa State University 1979 — 1983
MCRP, Community and Regional Planning
Grinnell College 1974 — 1978
Bachelor's degree, Fine/Studio Arts, General
Kathy Toelkes's Advisors Excel Experience June 2013 - Present
Job Director of Communications at Advisors Excel
Industry Government Administration
Experience
Advisors Excel June 2013 - Present
Kansas State Department of Education August 2010 - May 2013
Kansas Department of Labor February 2009 - August 2010
Security Benefit November 2005 - January 2009
Kansas State Department of Education July 1999 - October 2005
St. Francis Hospital and Medical Center November 1995 - July 1999
Blue Cross and Blue Shield of Kansas December 1988 - October 1995
Skills
Media Relations, Program Management, Editing, Public Relations, Newsletters, Corporate Communications, Internal Communications, Strategic Communications, Fundraising, Community Outreach, Strategic Planning, Management, Policy, Direct Marketing, Marketing, Project Planning, Publications
Education
Kansas State University 1982 — 1985
Bachelor of Science, Journalism & Mass Communications
Advisors Excel June 2013 - Present
Kansas State Department of Education August 2010 - May 2013
Kansas Department of Labor February 2009 - August 2010
Security Benefit November 2005 - January 2009
Kansas State Department of Education July 1999 - October 2005
St. Francis Hospital and Medical Center November 1995 - July 1999
Blue Cross and Blue Shield of Kansas December 1988 - October 1995
Skills
Media Relations, Program Management, Editing, Public Relations, Newsletters, Corporate Communications, Internal Communications, Strategic Communications, Fundraising, Community Outreach, Strategic Planning, Management, Policy, Direct Marketing, Marketing, Project Planning, Publications
Education
Kansas State University 1982 — 1985
Bachelor of Science, Journalism & Mass Communications
John Frye's Advisors Excel Experience October 2014 - Present
Job Chief Strategy Officer at Advisors Excel
Industry Financial Services
Experience
Advisors Excel October 2014 - Present
Forest BAC 2013 - Present
Security Benefit 2008 - 2013
Employers Reassurance Corp. 2006 - 2008
GE Capital 1988 - 2008
GE January 2005 - July 2006
General Electric 2001 - June 2006
Employers Reinsurance Corporation 2001 - 2006
GE June 2001 - December 2004
GE Fleet Europe June 1998 - June 2001
Skills
Financial Modeling, Financial Planning, Mergers, Financial Analysis, Sox, Six Sigma, Demutualization, Private Equity, Pricing Strategy, Strategic Planning, Enterprise Risk..., Internal Audit, Strategic Financial..., Risk Management, Mergers & Acquisitions, Finance, Cross-functional Team..., Strategy, Leadership, Acquisition Integration, Sarbanes-Oxley Act, Insurance, Management, Executive Management, Financial Services, Corporate Finance
Education
Michigan State University 1984 — 1988
Bachelor of Arts, Financial Administration
Advisors Excel October 2014 - Present
Forest BAC 2013 - Present
Security Benefit 2008 - 2013
Employers Reassurance Corp. 2006 - 2008
GE Capital 1988 - 2008
GE January 2005 - July 2006
General Electric 2001 - June 2006
Employers Reinsurance Corporation 2001 - 2006
GE June 2001 - December 2004
GE Fleet Europe June 1998 - June 2001
Skills
Financial Modeling, Financial Planning, Mergers, Financial Analysis, Sox, Six Sigma, Demutualization, Private Equity, Pricing Strategy, Strategic Planning, Enterprise Risk..., Internal Audit, Strategic Financial..., Risk Management, Mergers & Acquisitions, Finance, Cross-functional Team..., Strategy, Leadership, Acquisition Integration, Sarbanes-Oxley Act, Insurance, Management, Executive Management, Financial Services, Corporate Finance
Education
Michigan State University 1984 — 1988
Bachelor of Arts, Financial Administration
John Nowak's Advisors Excel Experience February 2010 - Present
Job Director of Operations Advisors Excel
Industry Insurance
Experience
Advisors Excel February 2010 - Present
Aviva USA October 2008 - February 2010
Skills
Strategic Financial..., Long-term Care, Retirement Planning, Insurance, Fixed Annuities, Life Insurance, IRAs, Retirement, 401k, Financial Advisory, Term Life Insurance, Wealth, Disability Insurance, Financial Planners, Estate Planning, Wealth Management, Financial Planning
Education
Baker University 2005 — 2007
Independence High School
Advisors Excel February 2010 - Present
Aviva USA October 2008 - February 2010
Skills
Strategic Financial..., Long-term Care, Retirement Planning, Insurance, Fixed Annuities, Life Insurance, IRAs, Retirement, 401k, Financial Advisory, Term Life Insurance, Wealth, Disability Insurance, Financial Planners, Estate Planning, Wealth Management, Financial Planning
Education
Baker University 2005 — 2007
Independence High School
Shannon McGinnis's Advisors Excel Experience November 2012 - Present
Job Director of Compliance at Advisors Excel
Industry Insurance
Experience
Advisors Excel November 2012 - Present
Aviva plc June 2010 - November 2012
Skills
Legal Research
Education
Washburn University School of Law 2004 — 2007
Doctor of Law (J.D.)
Texas Christian University 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Advisors Excel November 2012 - Present
Aviva plc June 2010 - November 2012
Skills
Legal Research
Education
Washburn University School of Law 2004 — 2007
Doctor of Law (J.D.)
Texas Christian University 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Teara Richardson's Advisors Excel Experience January 2013 - Present
Job Life Marketer at Advisors Excel
Industry Financial Services
Experience
Advisors Excel January 2013 - Present
CROSS STONE INSURANCE SERVICES April 2009 - January 2013
REVIVAL CHRISTIAN FELLOWSHIP January 2008 - August 2009
PACIFIC WORLD INSURANCE SERVICES April 2007 - March 2009
Keller Willams Realty July 2006 - January 2008
FORT RILEY FAMILY READINESS GROUP September 2002 - April 2005
Skills
Accounting, Accounts Payable, Microsoft Excel, Accounts Receivable, Account Reconciliation, Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, Outlook, Financial Reporting, QuickBooks, Payroll, PowerPoint, Recruiting, Hiring Personnel, Training, Project Management
Education
Kansas State University 2013 — 2014
Personal Financial Planning
Barton County Community College 2002 — 2003
Criminal Justice
Kansas State University
Bachelors of Science, Sociology & Criminology; Sociology; Criminology
Kansas State University
Riverside City College
Advisors Excel January 2013 - Present
CROSS STONE INSURANCE SERVICES April 2009 - January 2013
REVIVAL CHRISTIAN FELLOWSHIP January 2008 - August 2009
PACIFIC WORLD INSURANCE SERVICES April 2007 - March 2009
Keller Willams Realty July 2006 - January 2008
FORT RILEY FAMILY READINESS GROUP September 2002 - April 2005
Skills
Accounting, Accounts Payable, Microsoft Excel, Accounts Receivable, Account Reconciliation, Financial Analysis, Microsoft Office, Microsoft Word, Customer Service, Outlook, Financial Reporting, QuickBooks, Payroll, PowerPoint, Recruiting, Hiring Personnel, Training, Project Management
Education
Kansas State University 2013 — 2014
Personal Financial Planning
Barton County Community College 2002 — 2003
Criminal Justice
Kansas State University
Bachelors of Science, Sociology & Criminology; Sociology; Criminology
Kansas State University
Riverside City College
Bobby Hapgood's Advisors Excel Experience December 2014 - Present
Job Radio Producer at Advisors Excel
Industry Entertainment
Experience
Advisors Excel December 2014 - Present
Cumulus Broadcasting September 2007 - Present
King Midas & the Muflers May 2007 - Present
Great Plains Media 2000 - 2007
Skills
Advertising, Audio Editing, Broadcast, Entertainment, Music, Radio Broadcasting, Radio Host, Radio Production, Radio Promotions, Sound, Drums, Social Media, Social Media Marketing
Education
University of Kansas 1996 — 2000
Bachelor's degree, Delinquency and Juvenile Justice
Advisors Excel December 2014 - Present
Cumulus Broadcasting September 2007 - Present
King Midas & the Muflers May 2007 - Present
Great Plains Media 2000 - 2007
Skills
Advertising, Audio Editing, Broadcast, Entertainment, Music, Radio Broadcasting, Radio Host, Radio Production, Radio Promotions, Sound, Drums, Social Media, Social Media Marketing
Education
University of Kansas 1996 — 2000
Bachelor's degree, Delinquency and Juvenile Justice
Laura Biesemeyer's Advisors Excel Experience February 2014 - Present
Job VP of Life Sales & Administration at Advisors Excel
Industry Insurance
Experience
Advisors Excel February 2014 - Present
NAIFA July 2013 - June 2014
FPA-DFW January 2011 - February 2014
The DI Center October 2012 - January 2014
Summit Alliance Financial July 2008 - September 2012
Fidelity Security Life August 2006 - July 2008
Transamerica Occidental Life Insurance Company 1998 - 2006
Skills
Life Insurance, Fixed Annuities, Retirement Supplement, Disability Insurance, Long Term Care Insurance, Series 6, Series 63, Retirement, Long-term Care
Education
University of Missouri-Kansas City 2002 — 2004
BA
Advisors Excel February 2014 - Present
NAIFA July 2013 - June 2014
FPA-DFW January 2011 - February 2014
The DI Center October 2012 - January 2014
Summit Alliance Financial July 2008 - September 2012
Fidelity Security Life August 2006 - July 2008
Transamerica Occidental Life Insurance Company 1998 - 2006
Skills
Life Insurance, Fixed Annuities, Retirement Supplement, Disability Insurance, Long Term Care Insurance, Series 6, Series 63, Retirement, Long-term Care
Education
University of Missouri-Kansas City 2002 — 2004
BA
Rachel Deiter's Advisors Excel Experience December 2007 - December 2013
Job Director of Enhanced Agent Services at Advisors Excel
Industry Financial Services
Experience
Advisors Excel December 2007 - December 2013
Advisors Excel January 2008 - March 2012
Security Benefit August 1998 - December 2007
Skills
Strategic Financial..., Management, Investments, Insurance, Marketing Strategy, Strategic Planning, New Business Development, Wealth Management, Fixed Annuities, Retirement
Education
Emporia State University 1993 — 1997
BS, Finance
Advisors Excel December 2007 - December 2013
Advisors Excel January 2008 - March 2012
Security Benefit August 1998 - December 2007
Skills
Strategic Financial..., Management, Investments, Insurance, Marketing Strategy, Strategic Planning, New Business Development, Wealth Management, Fixed Annuities, Retirement
Education
Emporia State University 1993 — 1997
BS, Finance
Anthony Blanco's Advisors Excel Experience March 2012 - October 2012
Job Owner at Xcel: Nutrition and Fitness
Industry Health, Wellness and Fitness
Experience
Xcel: Nutrition and Fitness January 2012 - Present
Strategic Financial Alliance June 2008 - Present
Performance Financial Insurance Services October 2012 - November 2013
Advisors Excel March 2012 - October 2012
PBS March 2001 - March 2007
Skills
Fixed Annuities, Insurance, IRAs, Retirement, Long-term Care, Life Insurance, Financial Advisory, Disability Insurance, Financial Planners, Marketing Communications, Marketing Strategy, Direct Marketing, Social Media, Email Marketing, Online Advertising
Education
Friends University 2006 — 2008
MBA, Human Resource Mgt
Washburn University 1996 — 2002
BBA, Business Administration
Xcel: Nutrition and Fitness January 2012 - Present
Strategic Financial Alliance June 2008 - Present
Performance Financial Insurance Services October 2012 - November 2013
Advisors Excel March 2012 - October 2012
PBS March 2001 - March 2007
Skills
Fixed Annuities, Insurance, IRAs, Retirement, Long-term Care, Life Insurance, Financial Advisory, Disability Insurance, Financial Planners, Marketing Communications, Marketing Strategy, Direct Marketing, Social Media, Email Marketing, Online Advertising
Education
Friends University 2006 — 2008
MBA, Human Resource Mgt
Washburn University 1996 — 2002
BBA, Business Administration
Kelli Kenney's Advisors Excel Experience June 2010 - Present
Job at Advisors Excel
Industry Financial Services
Experience
Advisors Excel June 2010 - Present
PBS April 2003 - June 2010
Skills
Marketing, Strategic Planning, Sales, Business Development, Marketing Strategy, Marketing Communications, New Business Development, Direct Marketing
Education
Kansas State University 1990 — 1998
Financial Planning, Financial
St. Marys High School 1987 — 1991
Advisors Excel June 2010 - Present
PBS April 2003 - June 2010
Skills
Marketing, Strategic Planning, Sales, Business Development, Marketing Strategy, Marketing Communications, New Business Development, Direct Marketing
Education
Kansas State University 1990 — 1998
Financial Planning, Financial
St. Marys High School 1987 — 1991
Jennifer Kopp's Advisors Excel Experience January 2008 - Present
Job Life Insurance Case Manager
Industry Insurance
Experience
Advisors Excel January 2008 - Present
First Life America Corporation February 2001 - January 2008
Education
Kansas State University
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
Advisors Excel January 2008 - Present
First Life America Corporation February 2001 - January 2008
Education
Kansas State University
Bachelor of Science (BS), Liberal Arts and Sciences/Liberal Studies
Bryan Winters's Advisors Excel Experience October 2012 - Present
Job Video Producer at Advisors Excel
Industry Media Production
Experience
Advisors Excel October 2012 - Present
KU Media Productions July 2010 - August 2012
KSNT January 2009 - July 2010
Skills
Film, Final Cut Pro, Photography, Video Editing, Photoshop, Video, Digital Photography, Journalism, Adobe Creative Suite, Video Production, Advertising, Photojournalism, Editorial, Editing, Social Media, Mac, Videography, Multimedia, InDesign, Blogging
Education
University of Kansas 2009 — 2012
BGS, Film and Media Studies
Advisors Excel October 2012 - Present
KU Media Productions July 2010 - August 2012
KSNT January 2009 - July 2010
Skills
Film, Final Cut Pro, Photography, Video Editing, Photoshop, Video, Digital Photography, Journalism, Adobe Creative Suite, Video Production, Advertising, Photojournalism, Editorial, Editing, Social Media, Mac, Videography, Multimedia, InDesign, Blogging
Education
University of Kansas 2009 — 2012
BGS, Film and Media Studies
JD Melton's Advisors Excel Experience May 2012 - Present
Job Graphic Designer at Advisors Excel
Industry Graphic Design
Experience
Advisors Excel May 2012 - Present
WIBW Radio May 2008 - May 2012
Rick's Concrete Sawing May 2003 - May 2008
Skills
Creative Direction, Advertising, Copywriting, Email Marketing, Graphic Design, Social Media, Web Design, Social Media Marketing, Marketing Communications, Online Advertising, Corporate Identity, Photography
Education
Johnson County Community College 2003 — 2008
AAS, Graphic Design
Advisors Excel May 2012 - Present
WIBW Radio May 2008 - May 2012
Rick's Concrete Sawing May 2003 - May 2008
Skills
Creative Direction, Advertising, Copywriting, Email Marketing, Graphic Design, Social Media, Web Design, Social Media Marketing, Marketing Communications, Online Advertising, Corporate Identity, Photography
Education
Johnson County Community College 2003 — 2008
AAS, Graphic Design
Nick Naseman's Advisors Excel Experience 2010 - 2013
Job President at Iron Mountain Financial
Industry Financial Services
Experience
Iron Mountain Financial August 2014 - Present
HIFE 2011 - 2015
Mathies Financial Partners January 2009 - August 2014
Matson Money 2011 - 2014
Advisors Excel 2010 - 2013
CIFA 2005 - 2008
Skills
Investments, Microsoft Word, Marketing, Sales, Microsoft Office, Program Management, Financial Analysis, Risk Management, Sales Management, Microsoft Excel, Counterintelligence, Strategic Planning, Strategic Financial..., Operations Management, Change Management, Customer Service, Due Diligence, Process Improvement, Budgets, Team Building, Leadership, Retirement, Management, Small Business, Investment Strategies, Public Speaking, Retirement Planning
Education
Bellevue University 1992 — 1993
Bachelor of Business Administration (B.B.A.)
Bellevue University
Iron Mountain Financial August 2014 - Present
HIFE 2011 - 2015
Mathies Financial Partners January 2009 - August 2014
Matson Money 2011 - 2014
Advisors Excel 2010 - 2013
CIFA 2005 - 2008
Skills
Investments, Microsoft Word, Marketing, Sales, Microsoft Office, Program Management, Financial Analysis, Risk Management, Sales Management, Microsoft Excel, Counterintelligence, Strategic Planning, Strategic Financial..., Operations Management, Change Management, Customer Service, Due Diligence, Process Improvement, Budgets, Team Building, Leadership, Retirement, Management, Small Business, Investment Strategies, Public Speaking, Retirement Planning
Education
Bellevue University 1992 — 1993
Bachelor of Business Administration (B.B.A.)
Bellevue University
Ashley Herman's Advisors Excel Experience February 2010 - November 2010
Job Administrator / Project Management at Heartland Seating
Industry Financial Services
Experience
Heartland Seating November 2010 - Present
Advisors Excel February 2010 - November 2010
Global Plains Advisory Group October 2007 - February 2010
Soldi Financial 2005 - 2007
Gold Bank 2001 - 2001
Education
Johnson County Community College 1998 — 2000
Wamego High School 1994 — 1998
High School Diploma
Heartland Seating November 2010 - Present
Advisors Excel February 2010 - November 2010
Global Plains Advisory Group October 2007 - February 2010
Soldi Financial 2005 - 2007
Gold Bank 2001 - 2001
Education
Johnson County Community College 1998 — 2000
Wamego High School 1994 — 1998
High School Diploma
Raubin Pierce's Advisors Excel Experience January 2014 - Present
Job President of Retirement HQ, LLC & the Retirement News Network
Industry Broadcast Media
Experience
Advisors Excel January 2014 - Present
Retirement HQ / Retirement News Network January 2014 - Present
Manhattan Broadcasting Company April 2012 - November 2013
WIBW Radio September 2001 - April 2012
Morris Communications January 1999 - April 2012
Topeka Capital-Journal January 1999 - September 2001
Army National Guard February 1987 - February 1993
Skills
Digital Media, Broadcast, Social Media, Television, Video, Public Relations, Radio, Media Relations, Social Networking, Blogging, Marketing Communications, Radio Producing, Editing, Radio Broadcasting, Social Media Marketing, Marketing, Entertainment, Advertising, Online Advertising, New Media, Email Marketing, Copywriting, Strategic Communications, Press Releases, Event Planning, Multimedia, Broadcast Television, Radio Host, Public Speaking, Leadership, Marketing Strategy, Journalism, Event Management, Budgets, Management
Education
Kansas State University 1988 — 1992
Communication and Media Studies
Advisors Excel January 2014 - Present
Retirement HQ / Retirement News Network January 2014 - Present
Manhattan Broadcasting Company April 2012 - November 2013
WIBW Radio September 2001 - April 2012
Morris Communications January 1999 - April 2012
Topeka Capital-Journal January 1999 - September 2001
Army National Guard February 1987 - February 1993
Skills
Digital Media, Broadcast, Social Media, Television, Video, Public Relations, Radio, Media Relations, Social Networking, Blogging, Marketing Communications, Radio Producing, Editing, Radio Broadcasting, Social Media Marketing, Marketing, Entertainment, Advertising, Online Advertising, New Media, Email Marketing, Copywriting, Strategic Communications, Press Releases, Event Planning, Multimedia, Broadcast Television, Radio Host, Public Speaking, Leadership, Marketing Strategy, Journalism, Event Management, Budgets, Management
Education
Kansas State University 1988 — 1992
Communication and Media Studies
Cassie Gerstner's Advisors Excel Experience May 2015 - Present
Job Assistant Marketer at Advisors Excel
Industry Marketing and Advertising
Experience
Advisors Excel May 2015 - Present
Pro Fitness January 2015 - Present
Kite's Grille and Bar August 2009 - Present
USD 383 - Manhattan/Ogden: Eisenhower Middle School September 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, Research, Microsoft Word, PowerPoint, Customer Service, Training, Leadership, Sales, Social Media, Event Planning, Time Management, Marketing, Teamwork, Social Media Marketing, Public Relations, Event Management, Strategic Planning
Education
Kansas State University 2009 — 2013
Bachelor's Degree, Secondary Education and Teaching
Kansas State University 2009 — 2013
Bachelor's degree, Secondary Education and Teaching
Advisors Excel May 2015 - Present
Pro Fitness January 2015 - Present
Kite's Grille and Bar August 2009 - Present
USD 383 - Manhattan/Ogden: Eisenhower Middle School September 2014 - January 2015
Skills
Microsoft Office, Microsoft Excel, Research, Microsoft Word, PowerPoint, Customer Service, Training, Leadership, Sales, Social Media, Event Planning, Time Management, Marketing, Teamwork, Social Media Marketing, Public Relations, Event Management, Strategic Planning
Education
Kansas State University 2009 — 2013
Bachelor's Degree, Secondary Education and Teaching
Kansas State University 2009 — 2013
Bachelor's degree, Secondary Education and Teaching
Brian Theis's Advisors Excel Experience February 2010 - September 2013
Job Vice President of Market Initiatives AEMI
Industry Marketing and Advertising
Experience
AEMI January 2013 - Present
Advisors Excel February 2010 - September 2013
Edward Jones May 2004 - September 2008
Skills
Fixed Annuities, Life Insurance, Insurance, Sales, Marketing, Small Business, Strategic Planning, Social Media, Marketing Strategy, Financial Planning, Lead Generation, Financial Education
Education
Kansas State University 1999 — 2004
BS, Psychology / Business
AEMI January 2013 - Present
Advisors Excel February 2010 - September 2013
Edward Jones May 2004 - September 2008
Skills
Fixed Annuities, Life Insurance, Insurance, Sales, Marketing, Small Business, Strategic Planning, Social Media, Marketing Strategy, Financial Planning, Lead Generation, Financial Education
Education
Kansas State University 1999 — 2004
BS, Psychology / Business
Jason Lueger's Advisors Excel Experience April 2012 - Present
Job Associate Marketer at Advisors Excel
Industry Financial Services
Experience
Advisors Excel April 2012 - Present
State Farm Insurance June 2011 - March 2012
CivicPlus May 2010 - August 2010
Skills
Fixed Annuities, Marketing Strategy, Social Media Marketing, Strategic Planning, Retirement Planning, New Business Development
Education
Kansas State University 2006 — 2011
Business, Marketing
Advisors Excel April 2012 - Present
State Farm Insurance June 2011 - March 2012
CivicPlus May 2010 - August 2010
Skills
Fixed Annuities, Marketing Strategy, Social Media Marketing, Strategic Planning, Retirement Planning, New Business Development
Education
Kansas State University 2006 — 2011
Business, Marketing
James Dereka's Advisors Excel Experience May 2014 - Present
Job Web Marketing Specialist at Advisors Excel
Industry Marketing and Advertising
Experience
Advisors Excel May 2014 - Present
MBI Inc. June 2013 - May 2014
Modern llc May 2011 - June 2013
Modern llc May 2011 - October 2012
Brandy's Lock and Key April 2007 - December 2011
Walt Disney World January 2009 - May 2009
Skills
Direct Mail Campaigns, Social Media Marketing, Drip Marketing, Target Marketing, Product Development, Media Buying, Facebook Marketing, Graphic Design, Inventory Management, ProPresenter, Social Media, Online Marketing, Marketing, Direct Mail
Education
Purdue University-North Central Campus 2009 — 2012
Bachelor of Science (B.S.), Business/Marketing
Advisors Excel May 2014 - Present
MBI Inc. June 2013 - May 2014
Modern llc May 2011 - June 2013
Modern llc May 2011 - October 2012
Brandy's Lock and Key April 2007 - December 2011
Walt Disney World January 2009 - May 2009
Skills
Direct Mail Campaigns, Social Media Marketing, Drip Marketing, Target Marketing, Product Development, Media Buying, Facebook Marketing, Graphic Design, Inventory Management, ProPresenter, Social Media, Online Marketing, Marketing, Direct Mail
Education
Purdue University-North Central Campus 2009 — 2012
Bachelor of Science (B.S.), Business/Marketing
Bethany Reiners's Advisors Excel Experience June 2011 - Present
Job New Business Consultant at Advisors Excel
Industry Marketing and Advertising
Experience
Advisors Excel June 2011 - Present
Midland Management Inc. September 2003 - June 2011
Enterprise Rent-A-Car 1998 - August 2003
Education
Kansas State University 1993 — 1998
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Advisors Excel June 2011 - Present
Midland Management Inc. September 2003 - June 2011
Enterprise Rent-A-Car 1998 - August 2003
Education
Kansas State University 1993 — 1998
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Caleb Dishman's Advisors Excel Experience October 2012 - Present
Job New Business Consultant FollowUps at Advisors Excel
Industry
Experience
Advisors Excel October 2012 - Present
Education
Washburn University 2008 — 2012
Bachelor of Arts (B.A.), Kinesiology
University of Kansas 2007 — 2008
Advisors Excel October 2012 - Present
Education
Washburn University 2008 — 2012
Bachelor of Arts (B.A.), Kinesiology
University of Kansas 2007 — 2008
Scott Bell's Advisors Excel Experience 2013 - 2014
Job Partner at Main Post Partners
Industry Venture Capital & Private Equity
Experience
Advisors Excel 2013 - 2014
Evenflo 2011 - 2014
RE/MAX 2011 - 2013
Micro Power Electronics (now Electrochem Solutions, Inc.) 2006 - 2011
Cellu Tissue Holdings 2006 - 2009
Goldman Sachs 1998 - 2002
Education
Stanford University Graduate School of Business 2002 — 2004
Master of Business Administration (MBA)
Princeton University 1994 — 1998
Bachelor of Arts (B.A.), Politics
Advisors Excel 2013 - 2014
Evenflo 2011 - 2014
RE/MAX 2011 - 2013
Micro Power Electronics (now Electrochem Solutions, Inc.) 2006 - 2011
Cellu Tissue Holdings 2006 - 2009
Goldman Sachs 1998 - 2002
Education
Stanford University Graduate School of Business 2002 — 2004
Master of Business Administration (MBA)
Princeton University 1994 — 1998
Bachelor of Arts (B.A.), Politics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY