AIG Financial Network
Address: 340 Market St, Kingston, PA 18704 Phone: (570) 331-2091Place name: : : Hours: : : Website: Category: : : Website: http://www.aig.com/financial-network-offices_3171_667788.html Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of AIG Financial Network Posting publicly on the Web Write a review Reviews Be the first to review
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AIG Financial Network Employees
AIG Financial Network May 2014 - Present
Insurance Benefits Connection August 2011 - Present
Greater Bell Zion Missionary Baptist Church May 2006 - Present
Oncology Consultants May 2013 - March 2014
Quail Valley Family Dental January 2013 - May 2013
MGMA 2012 - 2013
Upsilon Phi Delta National Honor Society 2012 - 2013
La Marque Independent School District February 2010 - February 2012
The MONY Group 1997 - 2002
Mutual of Omaha 1992 - 1997
Skills
Public Speaking, Microsoft Office, Strategic Planning, Insurance, Customer Service, Microsoft Excel, PowerPoint, Health Insurance, Team Building, Microsoft Word, Medicare, Practice Management, Healthcare Management, Management, Policy, Data Analysis, Outlook, Nonprofits, Hospitals, Leadership, Marketing, Team Leadership, Coaching, Data Entry, Access, Healthcare, Physician Relations, HIPAA, Healthcare Consulting, EMR, Revenue Cycle, Physicians, EHR, Managed Care
Education
University of Houston-Clear Lake 2009 — 2013
Master of Healthcare Administration/MBA, Business Administration / Healthcare Administration
University of Houston-Clear Lake 2006 — 2008
Bachelor of Science, Business
ZeroChaos March 2015 - Present
AIG Financial Network September 2014 - June 2015
CNA Insurance September 2006 - October 2013
CNA Insurance August 2002 - August 2006
CNA Insurance August 2001 - August 2002
CNA Insurance August 1999 - August 2001
Target January 1997 - November 1998
Skills
Life & Health Insurance..., Term Life Insurance, Individual Health..., Insurance, Customer Service, Underwriting, Claim, Property & Casualty..., Leadership, Commercial Insurance, Commercial Lines, Casualty, Risk Management, Training, Professional Liability, Liability, Employment Practices..., Financial Risk, Legal Liability, Social Networking, General Liability, Inland Marine, Umbrella, Reading Comprehension,..., Social Media, Network Marketing, Marketing Strategy, Management, Sales, Marketing, Liability Analysis
Education
University of Central Florida 1991 — 1996
BS, Marketing
AIG Financial Network May 2011 - Present
Enagic USA, Kangen Water - Independent Representative October 2006 - Present
O' Life Company July 2010 - June 2011
Imperial Landscape Design, Inc. April 2004 - November 2009
San Diego County Office of Education 1999 - 2003
Ministry of Education, Brunei and at The Universiti Brunei Darussalam 1986 - 1999
Local Waterworks Utilities Administration 1981 - 1986
National Economic and Development Authority 1979 - 1981
International Pipe Indrustries Corporation 1977 - 1979
Man and Biosphere, Philippines 1976 - 1977
Skills
Research, Health Insurance, Public Speaking, Healthcare, Wellness, Coaching, Insurance, Team Building, Entrepreneurship, Customer Service, Social Networking, PowerPoint, Marketing, Small Business, Strategic Planning, Microsoft Word, Leadership Development, Microsoft Excel, Fitness, Nonprofits, Training, Management, Life Insurance, Engineering, Term Life Insurance, Small Business..., Sales, Teaching, Microsoft Office, Event Planning
Education
Curtin University of Technology 1996 — 1998
Master's degree, Mathematics Education
Curtin University of Technology 1994 — 1996
Postgraduate Diploma in Science Education, Mathematics
University of the Philippines 1971 — 1976
Bachelor's degree, Chemical Engineering
Special Science-Quirino High School, Philippines
Physics, Chemistry, Calculus
AIG Financial Network January 2014 - Present
Skills
Life Insurance, Insurance, Fixed Annuities, Long-term Care, Sales, Training, Customer Service, Employee Benefits, Retirement, Management, Team Building, Marketing, Recruiting, Marketing Strategy, Term Life Insurance, Finance, Human Resources, Health Insurance, Retirement Planning, Estate Planning, Sales Management, Wealth, Disability Insurance, Management Consulting, Project Management, Whole Life, Universal Life, Budgets, IRAs, Critical Illness
Education
University of the Philippines
Ateneo de Manila University
Transamerica Agency Network, Inc. July 2015 - Present
MacEwan Enterprises August 2000 - Present
AIG Financial Network November 2013 - July 2015
TruGreen LandCare June 2013 - October 2013
Mihalko's General Contracting June 2012 - March 2013
Andrew Gerard Group Inc. January 2000 - July 2003
Quality Contracting March 1992 - October 1999
Skills
Leadership, Life Insurance, Financial Planning, Fixed Annuities, Long Term Care Insurance, Disability Insurance, Accident Insurance, Cancer insurance, IRAs, Estate Planning, Business Planning, Networking, Customer Service, Management, Time Management, Insurance, Training, Sales Management, Process Scheduler, Small Business, Team Building, Employee Training, Microsoft Office, Human Resources, Interviews, Employee Benefits, Recruiting, Sales, Retirement Planning, Cold Calling, Windows 7, WiFi, Business Development, Management Consulting, Hiring, SWOT analysis, Business Management, Non-profits, Direct Sales, Inside Sales, CRM software, Small Business..., Strategic Consulting, Leadership Development, Employee Relations, Strategic Planning, Public Speaking, Marketing, Social Media Marketing, Health Insurance
Education
Geneva College 2011 — 2013
B.S., Human Resources
Pennsylvania Highlands Community College 2009 — 2011
Associate's Degree, Business Management, 3.75 GPA
Greater Johnstown Area Vocational-Technical School 1980 — 1983
High School, Auto Mechanics
AIG Financial Network November 2012 - Present
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Budgets, Strategic Planning, Disability Insurance, Retirement, Social Networking, Small Business, Insurance, Sales, Finance, Marketing, Key Person Insurance, Universal Life, Whole Life, Social Media, Social Media Marketing, Permanent Life Insurance, Buy-sell Agreements, IRAs, Fixed Annuities, Roth IRA, Advertising, Term Life Insurance, Inventory Management, Annuity Sales, Life, Life Insurance, Licensed Life, Indexed Annuities, 401k Rollovers, Accident Insurance, Critical Illness, Financial Planners, Guaranteed Lifetime..., Wealth Accumulation, Online Marketing, Licensed Life Insurance...
Education
Hagerstown Community College
Accuteck Business Institute
AIG Financial Network May 2015 - Present
OpVest November 2002 - November 2012
Refco, LLC January 2001 - August 2002
Main Street Trading Company June 1996 - January 2001
Baron's Worldwide Financial Services February 1993 - August 1996
World Champion Jeff Smith Karate August 1989 - January 1993
United States Marine Corps September 1977 - November 1981
Skills
Employee Benefits, Annuities, Investments, Insurance, Retirement Planning, Estate Planning, Long Term Care, Risk Management, Asset Allocation, Health, Health Insurance, Term Life Insurance, Financial Analysis, Asset Protection, Medicare Supplements, Group Health, Retirement Income..., Whole Life, Supplemental Insurance, Financial Planning, Asset Management, Series 3, Retirement, Risk, Options, Investment Advisory, Disability Insurance, Insurance Planning, Annuity, Pensions, Benefits, Investment Strategies, Business Continuity..., Executive Benefit..., Asset Managment, Fixed Annuities, Long-term Care, Strategic Financial..., Financial Risk, Medicare, Financial Planners, Alternative Investments, Life Insurance, Portfolio Management, FINRA, Series 63, Trading Systems, Trading, Managed Futures, Brokerage
Education
Orange Coast College
Credits toward AA, Aviation Technology
Saddleback College 1979 — 1981
Credits toward degree, Social Psychology
University of California, Irvine
credits towards major, Basic Micro and Macroeconomics, Probability and Statistics
School District of Manatee County November 2014 - Present
AIG Financial Network 2013 - 2014
Skills
Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Fixed Annuities, Health Insurance, Underwriting, Property & Casualty..., General Insurance, Commercial Insurance, Long-term Care, Whole Life, Retirement Planning, Retirement, Employee Benefits
Education
Nova Southeastern University 2003 — 2006
Bachelor of Applied Science (BASc), Psychology
Access Life Financial, Inc. July 2014 - Present
AIG FINANCIAL NETWORK January 2010 - June 2014
USA Title, LLC February 2005 - April 2009
ROADHOUSE GRILL, INC August 2001 - February 2005
EXTENDED STAY AMERICA INC June 1999 - August 2001
ALDEN LIFE & HEALTH INSURANCE CO March 1995 - August 1998
Skills
Finance, Financial Planners, Insurance, Fixed Annuities, Term Life Insurance, Whole Life, Budgets, Financial Analysis, Accounting, Customer Service, General Ledger, Strategic Financial..., Auditing, Sales, QuickBooks, Employee Benefits, Leadership, Analysis, Account Reconciliation, Accounts Payable, Tax, Investments, Life Insurance, Management, Variance Analysis, Payroll, Small Business, Disability Insurance, Internal Audit, Long-term Care, Retirement Planning, Retirement, IRAs, Underwriting, Critical Illness, Health Insurance, Financial Services, Financial Planning, Strategic Planning, Team Building, Public Speaking, Microsoft Office, Marketing, Training
Education
Florida Atlantic University 2014 — 2016
BHS Health Administration, Health/Health Care Administration/Management
Florida Atlantic University 2000 — 2003
Bachelor of Science (B.S.), Economics
Miami Dade College 1999 — 2001
Vocational Credit Certificate, Business Computer Programming
Charles Schwab August 2014 - Present
AIG Financial Network August 2013 - August 2014
Raymond James Financial Services November 2012 - May 2013
Skills
Financial Services, Manage Client..., Value Based Selling, Strategic Financial..., Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Public Speaking
Education
University of Central Florida 2008 — 2012
BSBA, Finance
AIG Financial Network April 2015 - Present
Mutual of Omaha May 2014 - March 2015
Bankers Life and Casualty Company August 2013 - May 2014
A.P.EX 2011 - November 2013
Greenwall Plumbing March 2006 - December 2011
Skills
Leadership Development, Consulting, Coaching, Small Business, Leadership, Marketing, Process Improvement, Disability Insurance, Fixed Annuities, Insurance, Long-term Care, Medicare, Retirement Planning, Term Life Insurance, Whole Life, Customer Service, Sales, Retirement, Life Insurance, Employee Benefits, Universal Life
Education
University of Phoenix 2009 — 2010
BS, Health Administration
Arizona State University 1999 — 2002
Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
Grand Canyon University 1995 — 1997
Bachelor's degree, Registered Nursing, Nursing Administration, Nursing Research and Clinical Nursing
AIG Financial Network February 2011 - Present
Casa de las Campanas Retirement Community December 2004 - November 2010
Skills
Insurance, Life Insurance, Small Business, Long-term Care, Investments, Retirement Planning, Leadership, Employee Benefits, Disability Insurance, Customer Service, Financial Advisory, Healthcare, Fixed Annuities, Term Life Insurance, Financial Planners, Public Speaking, Retirement, IRAs, Sales, Estate Planning, Team Building, Health Insurance, Brokers, Health Savings Accounts, Strategic Financial..., Social Media, Fundraising, Nonprofits, Training, Critical Illness, Long Term Care Insurance, Wealth Management, Selling, Budgets, Strategic Planning, Medicare, Workers Compensation, Managed Care, Accident, Whole Life, 401k, Universal Life
Education
San Diego State University-California State University
Bachelor of Science, Recreation Administration
The Prudential Insurance Company of America July 2015 - Present
AIG Financial Network February 2014 - June 2015
MetLife April 1998 - December 2013
MetLife April 1996 - June 1999
Skills
Life Insurance, Retirement Planning
Education
Carnegie Mellon University 1988 — 1992
Bachelor of Science, Industrial Management
The American College
Financial Services Designation, CLU, ChFC
AIG Financial Network June 2014 - Present
MassMutual Greater Houston November 2012 - March 2014
MetLife June 2005 - October 2012
Skills
Onboarding, Applicant Tracking..., Recruiting, Employee Benefits
Education
Christ The King
Texas School of Business-Southwest
AIG FINANCIAL NETWORK May 2005 - Present
ING U.S. May 1991 - April 2005
Progressive Management Inc. March 1989 - February 1992
Guest Quarters Suite Hotel April 1984 - December 1988
Skills
Disability Insurance, Term Life Insurance, Universal Life, Life Insurance, Employee Benefits, Fixed Annuities, Whole Life, Insurance, Health Insurance, Critical Illness, Long-term Care, Retirement, Accident, Retirement Planning, Financial Planners, Insurance Brokerage, IRAs, Financial Planning
Education
Morgan State University 1984 — 1986
Master's degree, Business Administration and Management, Finance
Strayer University 1978 — 1981
Bachelor of Science (BS), Finance and Financial Management Services
AIG Financial Network October 2010 - Present
U.S. Navy Reserve March 2007 - April 2013
Perot Systems Government Services March 2009 - December 2009
Premier Staffing Associates, Inc. January 2009 - March 2009
Skills
PowerPoint, Microsoft Word, Administrative..., Data Entry, Microsoft Excel, Spanish, Government, Clerical Skills, Security Clearance, Management, Leadership, Fundraising, Human Resources, Event Planning, Administrative..., Sales, Customer Service
Education
Naval Technical Training Center Meridian 2007 — 2007
CERT, Yeoman "A" School
Florida International University 2004 — 2006
BA, International Relations
AIG Financial Network August 2014 - Present
Ohio National Financial Services December 2009 - January 2014
FUTURITY FIRST Insurance Group March 2008 - October 2009
The Guardian Life Insurance Company of America May 2006 - February 2008
Principal Financial Group March 2003 - May 2006
New York Life Insurance Company 1999 - March 2003
Metlife 1992 - 1999
Skills
Life Insurance, Disability Insurance, Variable Annuities, Qualified Retirement..., Recruiting, Insurance, Retirement, Employee Benefits, FINRA, Fixed Annuities, Investments, Long-term Care, Mutual Funds, Retirement Planning, Term Life Insurance
Education
University of Illinois at Chicago 1979 — 1981
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
The American College
AIG Financial Network February 2015 - Present
AIG Financial Network September 2014 - February 2015
Fred Owen Construction May 2009 - September 2014
University of Alabama Culverhouse Alumni and Corporate Relations May 2012 - May 2014
Tuscaloosa Department of Tourism and Sports Commission June 2012 - July 2012
Old Overton Club June 2010 - July 2010
Skills
Microsoft Excel, Social Media, Access, Microsoft Office, Life Insurance, Sales, Marketing, Advertising, Life & Health Insurance..., Disability Insurance, Fixed Annuities, Retirement Planning, Databases, Customer Service, Accident Insurance, Universal Life, Whole Life, College Education..., Term Life Insurance, PowerPoint, Leadership
Education
University of Alabama 2009 — 2014
Bachelor's Degree, Finance
Vestavia Hills High School 2005 — 2009
Retired and enjoying Life. July 2015 - Present
AIG Financial Network May 1990 - Present
Skills
Disability Insurance, Retirement Planning, Insurance, Buy-sell Agreements, Fixed Annuities, Term Life Insurance, Whole Life, Universal Life, Life Insurance, Critical Illness, Key Person Insurance, Accident, IRAs, Health Insurance, Long-term Care, Accident Insurance, Long Term Care Insurance, Retirement, Financial Planners, Insurance Brokerage, Group Insurance, Roth IRA, Mortgage Marketing, 401k Rollovers, Wealth Accumulation, Estate Planning, Employee Benefits, Permanent Life Insurance, Indexed Annuities, Strategic Financial..., Voluntary Employee..., Annuity Sales, Licensed Life, Licensed Life Insurance..., Life, Key Person Protection, LUTCF, SEP IRA, Equity Indexed Annuities, Series 6, 401k, Brokers, Guaranteed Lifetime..., Wealth, Commercial Insurance, Property & Casualty..., Licensed Life & Health..., Life & Health Insurance..., Retirement Savings, Variable Life
Education
American College 1990 — 2007
Lutcf and fss, Life underwriter training council courses
AIG 2014 - Present
AIG Financial Network April 1979 - Present
American General Life and Accident April 1979 - Present
Skills
Whole Life, Universal Life, Fixed Annuities, Term Life Insurance, Key Person Insurance, Critical Illness, Buy-sell Agreements, Long-term Care, Life Insurance, Disability Insurance, IRAs, Retirement, Accident, Retirement Planning, Health Insurance
Education
Lincoln Memorial University 1975 — 1979
H.B. Sherman Traps, Inc. January 2015 - Present
City of Tallahassee March 2014 - Present
AIG Financial Network October 2012 - April 2014
NAMI Florida December 2011 - May 2013
Colonial Life September 2012 - September 2012
Citizens Property Insurance March 2011 - June 2011
Florida Division of Emergency Management/Logistics March 2009 - January 2011
Florida Department of Transportation March 2008 - March 2009
Florida Department of Highway Safety and Motor Vehicles October 2003 - January 2008
Florida Department of Environmental Protection September 1998 - October 2003
Skills
Microsoft Office, Adobe Acrobat, Government Purchasing, Purchasing, Contract Management, Inventory Management, Procurement, Administration, RFP, Problem Solving, Customer Service, Contract Negotiation, Excel, Word, Materials Management, Outlook, Supervisory Skills, Inventory Control, Government, Access, Materials, JIT, Certified Quality..., Negotiation, Team Building, Microsoft Word, Risk Management, Logistics
Education
Tallahassee Community College 2005 — 2007
English, Mathematics, Computer Science
Redhill Technical College 1976 — 1977
Certificate in Engineering Craft Studies, General Engineering
AIG Financial Network October 2013 - Present
MetLife June 2010 - October 2013
MetLife March 2008 - June 2010
Ameriprise Financial Services, Inc. August 2005 - March 2008
Skills
Insurance, Retirement Planning, Securities, Life Insurance, Retirement, Mutual Funds, Long Term Care Insurance, Disability Insurance, Variable Annuities, Term Life Insurance, Investment Strategies, Customer Service, Pension..., Pensions, Whole Life, Recruiting, Universal Life, Financial Planning, IRA..., Fixed and Variable..., Tax Sheltered..., Pension Payout..., Estate Conservation..., Charitable Giving..., Education Funding..., Medicare Supplement..., Personal Insurance, Universal Life Insurance, Variable Universal Life..., Whole Life Insurance, Disability Income..., Long-Term Care Insurance
Education
College for Financial Planning 2006 — 2006
Charterd Retirement Planning Counselor
Towson University 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
The John Carroll School 1997 — 2001
Transamerica Agency Network, Inc. March 2015 - Present
AIG Financial Network January 2014 - March 2015
American General Life and Accident May 2007 - January 2014
Total Management and Consulting Services Inc. January 2003 - March 2007
Skills
Business Continuation..., Business Planning, Recruiting, Buy-sell Agreements, Key Person Insurance, Retirement, IRAs, Life Insurance, Disability Insurance, Universal Life, Term Life Insurance, Fixed Annuities, Strategic Financial..., Management, Risk Management, Small Business, Whole Life, Long-term Care, Critical Illness, Retirement Planning, Accident, Employee Benefits, Succession Planning, Permanent Life Insurance, Sales Management, Financial Planning, Strategic Planning, Marketing, Leadership, Team Building, Investments, Leadership Development
Education
University of Phoenix 2003 — 2005
Master of Arts in Organizational Management, Business Administration and Management, General
University of West Florida 1999 — 2000
Bachelor of Arts (B.A.), Pre-Law Studies
Milton High School 1988 — 1991
The Stobbe Agency, Inc. April 2010 - Present
AIG Financial Network January 2015 - April 2015
Fidelilty Life Association September 2007 - December 2009
Residential Homes of America April 2006 - April 2007
Kennedy Homebuilders November 2004 - March 2006
AccuQuote May 2001 - November 2004
TeleQuote Direct / InsuranceGateway.com(not current site) June 1999 - September 2000
Zurich Kemper Life / Zurich Direct February 1994 - June 1999
Skills
Insurance, Disability Insurance, Term Life Insurance, Small Business, Brokers, Sales Management, Fundraising, New Business Development, Life Insurance, Marketing, Leadership, Selling, Salesforce.com, Management, Sales, Start-ups, Advertising, Underwriting, Cold Calling, Customer Service
Education
Truman State University 1989 — 1993
B.A., Business Marketing
Rolling Meadows HS 1985 — 1989
AIG Financial Network October 2013 - Present
Open Systems Technologies September 2013 - Present
The Judge Group August 2012 - December 2012
The Shaw Group, Inc. May 1991 - December 2011
Skills
Microsoft Word, Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, Change Management, HRIS, Human Resources, Talent Management, Training, Employee Relations, Payroll, Recruiting, Performance Management, Auditing
Education
Point Park University
Bachelor of Arts (BA), Legal Studies, General
AIG Financial Network January 2014 - Present
Skills
Lutcf, Insurance, Designation, LUTCF, Universal Life, Management, Strategic Planning, Disability Insurance, Marketing, Sales, Software Documentation, Investments, Business Analysis, Financial Analysis
Education
Morgan State University 1985 — 1986
MBA - Fianance
Strayer College
Bsc, Business Admn.
AIG Financial Network November 2009 - Present
Skills
Leadership, Customer Service, Insurance, Team Building, Small Business, Sales, Coaching, Direct Sales, Time Management, Training, Account Management, Social Networking, Healthcare, Advertising, Public Speaking, Contract Negotiation, Employee Benefits, Team Leadership, Cold Calling, Recruiting, Life Insurance, enjoy singing, doing voiceovers, some acting/commercials
Education
Sullivan University 1982 — 1984
AA, Travel
CSC - Computer Sciences Corporation June 2015 - Present
AIG Financial Network October 2002 - October 2014
AIG Financial Network October 1997 - October 2002
AIG Financial Network October 1984 - October 1997
Skills
Fixed Annuities, Insurance, Term Life Insurance, Life Insurance, Long-term Care, Employee Benefits, Health Insurance, Disability Insurance, IRAs, Property & Casualty..., Whole Life, General Insurance, Brokers, Retirement, Critical Illness, Retirement Planning, Universal Life
Education
Austin Peay State University
Business Administration and Management, General
AIG Financial Network January 2015 - Present
Anne Arundel County Public Schools January 2007 - June 2014
Centro Ecuatoriano de Norteamericano June 2011 - August 2011
Heritage Harbour Health & Rehab Center August 2002 - August 2004
Education
University of Maryland Baltimore County 2009 — 2011
Master of Arts (MA)
Frostburg State University 2004 — 2006
Bachelor of Arts (BA)
AAA Carolinas December 2014 - Present
AIG Financial Network February 2014 - December 2014
Western and Southern Life October 2010 - December 2013
NAIFA - Fayetteville February 2009 - June 2013
Shiloh United Church of Christ 2009 - 2011
Insurance Service Center 2008 - December 2010
Scott and Associates Financial Group September 2008 - November 2010
Shirmud LLC May 2002 - August 2004
SRK Hospitality March 2001 - September 2001
McDonald's Corporation July 1986 - November 1997
Skills
Insurance, Management, Life Insurance, Term Life Insurance, Finance, Fixed Annuities, Employee Benefits, Retirement Planning, Sales, Health Insurance, Small Business, Retirement, Commercial Insurance, Financial Planners
Education
Capella 2010 — 2012
MBA, Business Adminstration
Fayetteville Technical Community College 1998 — 2002
AS, Computer Programming
Fayetteville State University 1980 — 1983
BS, Political Science, Public Administration
Bushwick High School 1972 — 1975
Prudential Financial February 2015 - Present
AIG May 2014 - February 2015
AIG Financial Network June 2013 - May 2014
MassMutual Financial Group September 2012 - April 2013
MetLife November 2005 - September 2012
Skills
Helping Others Succeed, Financial Analysis, Retirement Savings, Asset Protection, Personal Finance, Personal Protection, Income Protection, College Savings Plans, Investments, Series 24, Series 7, Series 63, Series 6, Life Insurance, Disability Insurance, Long Term Care Insurance, Series 65, Sales, Training, Variable Annuities, Pensions, Investment Advisory, Wealth Management..., Investment Strategies, 401k Rollovers, High Net Worth..., Roth IRA, Financial Goals, ETFs, Alternative Investments, Employee Benefits, Financial Advisory, Universal Life, Asset Allocation, Whole Life, Wealth Management, Mutual Funds, 401k, IRAs, Term Life Insurance, Long-term Care, Retirement Planning, Fixed Annuities, Securities, Insurance, Retirement, Financial Services, Asset Management, Management
Education
University of Central Oklahoma 1991 — 1998
Bachelor of Arts (B.A.), English
Beggs High School 1987 — 1991
Bachelor of Arts (B.A.)
AIG Financial Network June 2015 - Present
HealthMarkets, Inc. March 2013 - Present
JFW, Inc., Construction Project Management June 2007 - January 2013
1st Metropolitan Mortgage June 2005 - May 2007
JFW, Inc September 2002 - September 2004
The Hay Adams Hotel June 2004 - August 2004
Skills
Customer Service, Budgets, Marketing, Sales, Health Insurance, Insurance, Disability Insurance, Life Insurance, Team Building, Negotiation, Editing, Research, Term Life Insurance, Organization, Long Term Care Insurance, Financial Services, Life Transitions, Career Transition..., Retirement Planning
Education
University of Maryland College Park 2001 — 2005
Bachelor of Science (B.S.), Business Administration and Management, General, 3.4/4.0 Cumulative GPA
AIG Financial Network January 2014 - Present
AIG Life & Retirement January 2013 - Present
Yoonason, LLC dba Meineke Car Care Center November 2008 - Present
American General Life & Accident September 2006 - Present
MetroBank April 1998 - September 2004
Skills
Insurance, Life Insurance, Retirement, Fixed Annuities, Pensions, Long-term Care, Term Life Insurance, Whole Life, Financial Services, Disability Insurance, Retirement Planning, Health Insurance, Risk Management, Underwriting, Strategic Financial..., Mutual Funds, IRAs, Team Building, Employee Benefits, Financial Planners, Long Term Care Insurance, Portfolio Management, Universal Life, Banking, Wealth Management, Investments, Securities, Series 6, Financial Advisory, General Insurance, Series 63, Budgets, Strategic Planning, Estate Planning, 401k, Variable Annuities, Accident, Small Business, Financial Planning, Property & Casualty...
Education
University of Karachi 1962 — 1964
Bachelor of Arts, Economics & Political Science
NJV High School, Karachi, Pakistan 1952 — 1956
Matriculation
First Talents, Inc. April 2003 - Present
Transamerica Agency Network, Inc. August 2015 - Present
SagePoint Financial August 2013 - September 2015
AIG Financial Network June 2006 - August 2015
American General Life and Accident June 2006 - December 2013
Great Real Estate, Inc. February 2009 - June 2013
Treasure Financial May 2007 - September 2011
Skills
Universal Life, Whole Life, Term Life Insurance, Buy-sell Agreements, Key Person Insurance, Brokers, Disability Insurance, Financial Services, Retirement Planning, Recruiting, Health Insurance, Fixed Annuities, Property & Casualty..., Long-term Care, Critical Illness, Strategic Financial..., Financial Planners, Coaching, Life Insurance, Retirement, Employee Benefits, Insurance, IRAs, Small Business, Management, Sales Management, Commercial Insurance, Marketing, Training, Team Building, Underwriting
Education
Southern Methodist University 2013 — 2015
Master's degree, Theology/Theological Studies
California State University-Northridge 1997 — 2001
Master, Journalism-Mass Communication
BridgePoint Group, LLC June 2015 - Present
AIG Financial Network February 2014 - February 2015
John Hancock Financial Network 2008 - 2013
GunnAllen Financial, Inc. 2005 - 2008
Sterne Agee 1995 - 2005
Secor Bank FSB/Regions Bank 1990 - 1995
Deloitte, Haskins & Sells 1983 - 1986
Skills
Mergers, Equities, Corporate Finance, Investments, Financial Analysis, Portfolio Management, Managerial Finance, Strategic Financial..., Investment Banking, Due Diligence, Capital Markets, Securities, Risk Management, Financial Modeling, Financial Reporting, Asset Managment, Financial Services, Executive Management, Accounting, Valuation, Brokerage, FINOP, Asset Management, Sarbanes-Oxley Act, Mutual Funds, Leadership, Strategic Planning, Mergers & Acquisitions, Private Equity, Series 7, Venture Capital, Insurance, Relationship Management, Wealth Management, Management, Financial Risk, Fixed Income, Banking, Analysis, Process Improvement, Cash Management, Hedge Funds, Financial Advisory, Alternative Investments, Investment Advisory, Derivatives, Treasury Management, Investment Management, Investor Relations, Financial Markets
Education
University of Alabama at Birmingham 1986 — 1990
Accounting, Business
Westland Row CBS 1978 — 1983
AIG Financial Network August 2015 - Present
Men's Wearhouse November 2012 - June 2015
The Law Offices of Frank M Spoto Jr January 2007 - October 2013
Harold Shepley and Associates, LLC January 2004 - December 2006
Skills
Customer Service, Management, Public Speaking, Team Building, Strategic Planning, Microsoft Excel
Education
University of Pittsburgh School of Law 2000 — 2003
Doctor of Law (J.D.), Law
University of Pittsburgh-Greensburg 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Transamerica Agency Network, Inc. May 2015 - Present
AIG Financial Network January 1996 - April 2015
Higbee Insurance Agency June 1992 - January 1995
New York & Company June 1991 - June 1992
Skills
Fixed Annuities, Health Insurance, Life Insurance, Disability Insurance, Insurance, Retirement Planning, Property & Casualty..., Term Life Insurance, Universal Life, Long-term Care, Whole Life, Training, Team Building, Customer Service, Critical Illness, Accident
Education
Duquesne University 1980 — 1981
Connellsville Area High School 1978 — 1980
High School Diploma, Academic
AIG Financial Network 2014 - Present
Allstate 2013 - 2014
MetLife 2007 - 2013
Solenture, Inc. 2005 - 2006
Solenture, Inc. 1999 - 2005
Company - Position 1980 - 1999
Skills
Strategic Financial..., Insurance, Risk Management, Financial Analysis, Investments, Process Improvement, Mutual Funds, Financial Services, Banking, Financial Risk, Budgets, Leadership, Accounting, Financial Reporting, Operations Management, Employee Benefits, Finance, Sales, Sales Management, Retirement Planning, Mergers & Acquisitions, Asset Management, Securities, Wealth Management, Life Insurance, Financial Planning
Education
The Pennsylvania State University
Master of Business Administration (MBA), Finance
The Pennsylvania State University
Bachelor of Science (BS), Accounting
The American College
Master of Science in Financial Services (MSFS), Financial Planning
AIG Financial Network May 2015 - Present
Charles Moser & Associates October 2012 - Present
Drillers Service, Inc. 1991 - 2012
Skills
Water, Sales Management, Remediation, Team Building, Sales, Environmental Awareness, Soil, Management, Environmental Compliance, Business Development, Contract Negotiation, Groundwater, Hazardous Waste..., New Business Development, Environmental Consulting, Waste, Recycling, Operations Management, Customer Service, Product Development, Purchasing, Negotiation, Budgets, Strategic Planning, Business Planning, Pricing, Waste Management, Inventory Management, Key Account Management, Marketing Strategy, Account Management, Geothermal, Forecasting, Project Planning, Marketing Communications, Microsoft Office, PowerPoint, Project Management
Education
Catawba Valley Community College
Associate's Degree, Business Administration and Management, General, 3.8
Western Carolina University
The Guardian Life Insurance Company of America October 2011 - Present
AIG Financial Network January 2011 - Present
First Protective 2007 - Present
Skills
Term Life Insurance, Universal Life, Whole Life, Insurance Planning, Indexed Annuities, Fixed Annuities, IRAs, Roth IRA, 401k, Wealth Accumulation, Disability Insurance, Retirement, 529 Plans, Long-term Care, Financial Planners, 403 b, College Savings Plans, Mutual Funds, Estate Planning
Education
The American College of Financial Services
Financial Planning and Services
Towson University
Music, Percussion Performance
AIG Financial Network September 2014 - Present
Skills
Leadership, Management, Business Development, Team Building, Banking, Business Strategy, Budgets, Financial Analysis, Program Management
Education
Drexel University - LeBow College of Business 1987 — 1992
BS, Finance & Marketing
AIG Financial Network 2012 - Present
Misfit Returns LLC June 2009 - January 2013
Examiner.com July 2010 - September 2010
Self-Employed February 2008 - May 2009
Skills
Bloomberg, Capital Markets, Derivatives, Economics, Equities, Equity Research, ETFs, Fixed Income, Investment Strategies, Liquid Alternatives, Options, Series 7, Series 24, Series 66, Trading
Education
Penn State University 2008 — 2009
Post-Graduate, Applied Statistics
University of Tampa - John H. Sykes College of Business 2004 — 2007
Master of Science, Finance (Investment Management)
University of Tampa 2005 — 2006
Bachelor of Arts, Economics
AIG Financial Network June 2015 - Present
MetLife August 2014 - June 2015
Firstat Nursing Services May 2005 - May 2014
Education
Broward College
West Chester University of Pennsylvania
AnnieMac Home Mortgage September 2015 - Present
AIG Financial Network October 2014 - September 2015
Proficio Mortgage Ventures, LLC December 2012 - June 2014
Prospect Mortgage, LLC August 2008 - December 2013
Indymac Bank July 1998 - August 2008
Skills
Mortgage Banking, Customer Service, Outlook, Microsoft Word, Microsoft Excel, Mortgage Lending, Strategic Planning, Business Development, English, Research, Windows, Encompass, Macintosh Applications, Mortgage Underwriting, Processing, Banking, FHA, Refinance, Loan Origination, Loans, Residential Mortgages
Education
Camden County College 1995 — 1997
Associate's degree, Business, Management, Marketing, and Related Support Services
Powell Fikes Allstate Agency September 2015 - Present
Allstate Financial Services, LLC July 2014 - August 2015
AIG Financial Network February 2012 - July 2014
RadiciSpandex August 1998 - January 2012
Skills
Financial Projection, Disability Insurance, Fixed Annuities, Term Life Insurance, Whole Life, Life Insurance, Universal Life, Retirement Planning, Long-term Care, Employee Benefits, Retirement, Critical Illness, Mutual Funds, IRAs, Variable Annuities, Series 6, Investments, 401k, Series 63, Group Insurance, Health Insurance
Education
Colorado Technical University-Online 2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General
Tuscaloosa County High 1993 — 1995
Adanced Diploma
AIG Financial Network October 2013 - September 2014
Friant & Associates, LLC April 2011 - March 2012
Venquest Trading, Inc. March 2010 - April 2011
Verizon Wireless June 2010 - November 2010
Bayshore February 2010 - August 2010
Metro-Steelcase June 2006 - April 2008
Ericsson Inc. November 1999 - January 2006
Ericsson Inc. September 1996 - October 1999
Cellular One (AT&T) September 1994 - September 1996
Skills
Windows 7, Windows Server 2003, Mac OS X, Active Directory, Security+, Computer Hardware, TCP/IP, Windows Server, Wireless, Networking, Servers, Switches, System Administration, Hardware, Troubleshooting, Technical Support, Testing, OS X
Education
Techskills in San Jose 2009 — 2010
MCSE Security on Windows Server 2003
Golden Gate University 1991 — 1993
MS
San Francisco State University 1988 — 1990
BA
AIG Financial Network 2013 - Present
World Financial Group (WFG) July 2012 - 2013
Abbott & Taylor Concierge Service, LLC March 2011 - 2013
Scotiabank October 2007 - January 2011
Island Pride Supermarket June 2006 - October 2007
Target December 2005 - May 2006
Keys Company May 2004 - March 2006
Rally Manufacturing, Inc. October 1994 - March 2004
Skills
Compensation, Benefits, Payroll, Market Analysis, Employee Relations, Human Resources Reviews, Coaching, Performance Management, Compliance, Operations, Staffing & Recruitment, Training & Development, Succession Planning, Microsoft Office, Lotus Notes, Lotus 123, Benefits Administration, Employee Benefits, Training
Education
Broward Community College
Florida Atlantic University
Bachelor, Management: Human Resources
Miami Dade College
Associates, Education
AIG Financial Network November 2011 - April 2015
Senior Care of Michigan 2005 - 2010
Bankers Life and Casualty 1987 - 2004
Skills
Life Insurance, Term Life Insurance, Disability Insurance, Whole Life, Fixed Annuities, Universal Life, Accident, Retirement, Retirement Planning, IRAs, Accident Insurance, Buy-sell Agreements, Roth IRA, 401k, Small Business, Health Insurance, Long-term Care
Education
Mott Community College
AIG Financial Network June 2011 - Present
AIG Financial Network December 2006 - June 2011
AIG Financial Network February 2006 - December 2006
SunTrust Bank June 2000 - February 2006
Community National Bank September 1998 - June 2000
Skills
Insurance, Life Insurance, Fixed Annuities, Personnel Management, Term Life Insurance, Disability Insurance, Management, Sales, Universal Life, Employee Benefits, Leadership, Risk Management, Training, Whole Life, Health Insurance, Long-term Care
Education
University of Phoenix 2007 — 2009
MBA, Business Administration
University of Phoenix 2004 — 2006
Bachelor of Science in Management, Business Management
Thomas Investment & Insurance Co. October 2012 - Present
AIG Financial Network August 2014 - May 2015
Diverse Technologies Inc. September 2009 - January 2013
Excalibur Construction Inc. June 2003 - February 2008
Skills
Construction, Contract Management, Contract Negotiation, Construction Management, Process Scheduler, Team Building, Contractors, Project Management, Strategic Planning, Subcontracting, Microsoft Office, Budgets, Supervisory Skills, Project Planning, Change Orders, Project Coordination, Program Management, Negotiation, Procurement, Civil Engineering, Renovation, Submittals, Project Engineering, AutoCAD, Microsoft Excel, Residential Homes, Real Estate Development, Sustainability, Troubleshooting, Calculations, Completion, Civil Litigation, Construction Drawings, Manufacturing, Project Estimation, Primavera P6, Project Bidding, Estimates, Land Development, Feasibility Studies, Modeling, Project Control, Value Engineering, Road, Instrumentation, CPM Scheduling, Coordination, Problem Solving, Insurance, Healthcare
Education
Chicago State University 1988 — 1989
Business Law
Olive Harvey 1985 — 1987
Business Law
AIG Michigan October 2015 - Present
First Response CPR & First Aid training March 2015 - Present
AIG Financial Network December 2013 - July 2015
Combined Insurance June 2013 - 2013
Marlette Regional Hospital 2002 - 2012
William Beaumont Hospitals July 2008 - April 2009
Skills
Hospitals, Healthcare, Nursing, Healthcare Management, Medical Terminology, BLS, Patient Safety, EMR, Home Care, Clinical Research, Phlebotomy, Vital Signs, Insurance, Disability Insurance, Cold Calling, Employee Benefits, Accident, Sales Presentations, Critical Illness, Health Insurance, Wellness, Life Insurance, Health Policy, Accident Insurance, Whole Life, Training, Term Life Insurance, General Insurance, Commercial Insurance, Fixed Annuities, Long-term Care, Universal Life, Direct Sales, Team Building, Financial Planners, Retirement Planning, Life, Long Term Care Insurance, Retirement, Financial Services
Education
Davenport University 2004 — 2011
Bachelor of Business Administration (B.B.A.), Health Services Administration
Kaplan University, Michigan
Health, Life and P&C license, Insurance
AIG Financial Network August 2015 - Present
Childrens Book Author January 2015 - Present
Taylor &Taylor Attorneys August 2014 - Present
Guardian ad Litem Program May 2014 - Present
Liberty Tax Service October 2014 - 2014
Rumrell, Bates, Mcleod, & Brock January 2013 - December 2013
Maza Carrillo & Asoc June 2013 - August 2013
Rachael Greene Law Firm May 2012 - August 2012
United Way January 2010 - April 2010
Longview Housing Authority January 2006 - August 2006
Skills
Courts, International Law, Spanish, Legal Research, Legal Assistance, Lexis, Training, Legal Writing, Westlaw, Mediation, Team Leadership, Customer Service, Interviews, Insurance, Microsoft Word, Microsoft Office, Community Outreach, Mission Work, Discipleship, Vlookup, Microsoft Excel, INCO terms, Tax Preparation, Nonprofits, Outlook, Time Management, Notary Public, Teaching, E-file, Editing, Published Author, Criminal Law, Landlords, Grant Writing, Public Speaking, Office Administration, LexisNexis
Education
Florida School of Insurance 2015 — 2015
Certificate of Completion, Financial Planning and Services, 95
Florida Coastal School of Law 2011 — 2013
Juris Doctor (J.D.), Law
University of Florida 2004 — 2005
B.S., Family, Youth, Community Sciences, 3.5
Bishop Verot High School 1993 — 1994
none / moved to Puerto Rico to finish High School
AIG Financial Network March 2014 - January 2015
The Laurels at Highland Creek Assisted Living August 2012 - December 2012
TJ Maxx June 2011 - December 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Windows, Cpr Certified, Healthcare, Social Networking, Critical Thinking, Medical Terminology, Teamwork, Nursing, Event Planning, Telephone Skills, Patient Safety, HIPAA
Education
University of North Carolina - Charlotte 2012 — 2015
BSN with minor in Public Health, Registered Nursing/Registered Nurse
Chowan University 2010 — 2010
Biology, General
AIG Financial Network July 2015 - Present
Freelance musician and composer January 2005 - Present
MyOfficeProducts - A HiTouch Business Services Company April 2014 - June 2015
Lindsey Office Furnishings Inc June 2012 - April 2014
Sterne Agee June 2010 - June 2012
Skills
Sales, Marketing, Rock, Music Industry, Management, Customer Service, Guitarist, Composition, Financial Operations, Drums, Band, Studio Recording, Percussion, Furniture, Music, Guitar Playing, Music Theory, Bass, Guitar, Music Production, Rock Music, Bond Markets, Research, Talent Booking, Account Management, Negotiation, Songwriting, Bands, Wire Transfers, Stocks, Cost Basis Reporting, Networking, Settlement, Client Liason, Music Publishing, Writing, Economics, Financial Accounting, Financial Audits, Office Furniture, Interior Design, Band Management, outside sales, Pianist, Life Insurance, Microsoft Office, Social Media
Education
University of Alabama at Birmingham 1999 — 2008
Bachelor of Arts (B.A.), History/English/Music, Graduated
Mountain Brook 1996 — 1998
Briarwood Christian School
SagePoint Financial January 2015 - Present
AIG August 2014 - Present
AIG Financial Network January 2014 - Present
Bluegrass Insurance Group March 2014 - July 2014
Self-Employed September 2009 - April 2014
Skills
Insurance, Fixed Annuities, Customer Service, Marketing, Team Building
Education
University of Kentucky 2007 — 2008
Architecture
University of Kentucky
AIG Financial Network May 2015 - Present
Chase June 2014 - March 2015
AXA Advisors December 2013 - April 2014
AIG March 2009 - April 2013
Skills
Investment Strategies, Insurance, Strategic Financial...
Education
Daugavpils Universitate 1995 — 1999
Bachelor's degree, Education
AIG Financial Network June 2015 - Present
Noritake Co., Inc May 1999 - October 2011
Skills
Customer Service, Outlook, Supervisory Skills, Management, Time Management, Sales support-customer..., Public Speaking, Dedicate customer..., Leadership, Writing..., Systems..., Follow-through/follow-up..., Organizational..., PowerPoint, Microsoft Word, Microsoft Excel, AS400 system
Education
University of Phoenix
Master of Business Administration (M.B.A.), Financing
University of Phoenix 2012 — 2014
Bachelor's Degree, Business Administration, GPA: 3.7 w/ Honors
University of Cincinnati 1992 — 1994
Associate of Arts and Sciences (A.A.S.), Geology/Earth Science, General, 3.0
AIG FINANCIAL NETWORK August 2015 - Present
Chan Le Insurance Agency April 2013 - Present
New York Life Insurance Company and Nylife Securities July 2013 - August 2014
New York Life Insurance Company March 2012 - July 2013
New York Life Insurance Company June 2009 - March 2012
Self-employed 1996 - 2008
Michael G. Maloney June 1996 - February 2001
Skills
Fixed Annuities, Recruiting, Insurance, Leadership, Financial Services, Business Planning, Life Insurance, Retirement Planning, IRAs, Disability Insurance, Retirement, Long Term Care Insurance, Long-term Care, Estate Planning, Term Life Insurance, Series 6, Series 63, Mutual Funds, Wealth Accumulation
Education
University of North Texas 1998 — 1999
B.S., Criminal Justice
UNIVERISTY OF NORTH TEXAS
Bachelor's degree in criminal justice
AIG Financial Network May 2011 - Present
Western & Southern Financial Group January 2009 - April 2011
Monumental Life Insurance/ Transamerica Agency Network December 1997 - January 2009
Skills
Life Insurance..., Auto, Home, Life and..., Customer Service, Life Insurance, Sales Management, Term Life Insurance, Disability Insurance, Fixed Annuities, Team Building, Health Insurance, Microsoft Office, Microsoft Excel, Accident, Microsoft Word, Insurance, Whole Life, Strategic Financial..., Long-term Care, Financial Analysis, Leadership, Brokers, Sales, Retirement, Long Term Care Insurance, Underwriting, 401k, Universal Life, Retirement Planning, Financial Planners, Account Management, Critical Illness, Commercial Insurance, Property & Casualty..., IRAs, Small Business, Employee Benefits, Financial Services, Financial Planning
Education
Triton College 1998 — 1999
Federal University of Technology Akure 1987 — 1992
Bachelor of Technology (B.Tech.), Agricultural Business Technology
Disability leave August 2014 - Present
AIG Financial Network February 2002 - August 2014
American General Life & Accident July 1998 - February 2002
American General Life & Accident August 1993 - June 1998
Skills
Insurance, Leadership, Team Building, Sales Management, Training, Recruiting, Leadership Development, Marketing, Coaching, Term Life Insurance, Insurance Brokerage, Disability Insurance, Life Insurance, Critical Illness, Annuity Sales, Sales, Universal Life, Health Insurance
Education
The American College 2010 — 2016
Leadership
AIG Financial Network December 2014 - Present
Skills
Risk Management, Customer Service, Life Insurance, Management, Financial Analysis, Leadership, Microsoft Office, General Insurance, Investments, Financial Planning, Business Analysis, Employee Benefits
Education
University of Phoenix 2008 — 2012
Master of Business Administration (MBA), Business Administration and Management, General
AIG Financial Network March 2015 - Present
AIG Financial Network April 2014 - March 2015
East Alabama Eye Associates June 2006 - April 2014
Top Notch Cleaning June 2005 - April 2014
Auburn University Alumni Association August 2013 - December 2013
Skills
Event Planning, Facebook, Press Releases, Social Media, Public Relations, Communication, Community Outreach, Public Speaking, Fundraising
Education
Auburn University 2008 — 2013
BS, Communication, Minor-History
Opelika High School 2004 — 2008
AIG Financial Network July 2014 - Present
New York Life Insurance Company June 2010 - June 2014
NYLIFE Securities LLC June 2010 - June 2014
Mis Niños & Yo Magazine 1998 - 2009
CREACOM PUBLICIDAD 1993 - 2000
Skills
Annuities, Retirement Planning, Long Term Care, Insurance, IRA's, Series 6, Long-term Care, 401k, Annuity, Mutual Funds, Term Life Insurance, Whole Life, Universal Life, Fixed Annuities, IRAs, Financial Services, Life Insurance, Retirement, Disability Insurance, Estate Planning, Financial Planners, 401k Rollovers, Mortgage Protection, Licensed Life Insurance..., Protection..., Small Business, Series 63, Pensions, Finance, Securities, Long Term Care Insurance, Mortgage Marketing, Wealth Accumulation, Wealth, FINRA, Variable Annuities, Strategic Financial..., Series 7, Financial Planning
Education
Colegio Moral y Luces Herzl-Bialick
Michigan State University
MA- Journalism, Advertising
Universidad Central de Venezuela
Law - Abogado
AIG Financial Network July 2015 - Present
Skills
Microsoft Excel, PowerPoint, Customer Service, Sales, Microsoft Office, HTML, Research, Life Insurance, Fixed Annuities, Indexed Annuities, Long Term Care Insurance, College Education..., Disability Insurance, Group Benefit Plans, Retirement Planning, Marketing, Teamwork, Leadership
Education
University of Alabama 2010 — 2014
Business/Commerce, General
Mississippi Gulf Coast Community College 2008 — 2010
Hillcrest High School 2005 — 2008
AIG Financial Network March 2015 - Present
Executive Financial Group LLC/OneAmerica General Agency September 2013 - February 2015
Agency Manager December 2012 - August 2013
Cornerstone Financial Group October 2011 - October 2012
21st Century Brokerage, Inc. March 2009 - October 2011
Meadowbrook Insurance Group 2006 - 2009
First Life America Life Ins. Co. April 2004 - June 2006
Pioneer Services 1999 - 2004
BMA Insurance Group September 1996 - May 1998
Jardine Insurance Brokers May 1989 - July 1996
Education
Temple University - Fox School of Business and Management 1977 — 1981
Bachelor of Business Administration (BBA), Insurance / Business Law
University of Pennsylvania - The Wharton School 1991 — 1992
Risk Management / Insurance
AIG Financial Network June 2004 - Present
MassMutual Financial Group June 2000 - September 2004
American General Life and Accident August 1986 - June 2000
Skills
Term Life Insurance, Disability Insurance, Fixed Annuities, Life Insurance, Retirement Planning, Insurance, Retirement, Employee Benefits, Whole Life, Long-term Care
Education
The Ohio State University 1982 — 1987
BA in Sociology/City and Regional Planning
AIG Financial Network July 2015 - Present
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, Life Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, College Education..., Long Term Care Insurance, Indexed Annuities, Time Management, Social Media, Sales, Public Speaking, Customer Service
Education
University of Alabama 2011 — 2015
Bachelor of Science (BS), Financial Planning and Services
AIG Financial Network July 2012 - Present
New York Life Insurance Company January 2005 - June 2012
MetLife December 1998 - December 2004
Skills
Fixed Annuities, Insurance, Retirement, Retirement Planning, Life Insurance, Estate Planning, Long-term Care, Strategic Financial..., Term Life Insurance, Disability Insurance, Investments, Wealth Management, Securities, Financial Services, Mutual Funds, IRAs, Financial Planners, Wealth, Pensions, Series 7, Series 24, Series 26, Series 63, Finance, Portfolio Management, Financial Advisory, Asset Management, 401k, Health Insurance, Investment Advisory, Asset Allocation, Business Planning, Employee Benefits, Investment Strategies, Long Term Care Insurance, Personal Finance, Series 6, Wealth Accumulation, Variable Annuities, Whole Life, Life, Recruiting, 401k Rollovers, Universal Life, Alternative Investments, Wealth Management..., College Savings Plans, Roth IRA, Personal Financial..., Defined Benefit
Education
The American College 2005 — 2012
CLU, LUTCF, CLU, LUTCF
CCNY-New York University 1980 — 1982
MS, Mechanical Engineering
National Cheng Kung University 1973 — 1977
BS, Mechanical Engineering
Transamerica Agency Network, Inc. May 2015 - Present
AIG Financial Network November 2009 - March 2015
AIG, CNA June 1987 - November 1996
Skills
Insurance, Recruiting, Disability Insurance, Team Building, Employee Relations, Coaching, Human Resources, Talent Acquisition, Training, Onboarding, Sales Management, Leadership Development, Customer Service, Account Management, Negotiation, Investigation, Settlement Agreements, Mediation, Arbitration, Time Management, Employee Engagement, Public Speaking, Marketing, Leadership, Analysis, Commercial Insurance, Selling, Sales Presentations, Management, Sales, Marketing Communications, Employee Training, Direct Sales, Life Insurance, Fixed Annuities, Universal Life, Whole Life, Term Life Insurance, Critical Illness, Lead Generation, Long-term Care, Customer Retention, Hiring, Accident, Interviews, Benefits Administration, Organizational..., Networking, Strategic Planning, Employee Benefits
Education
City University of New York-Herbert H. Lehman College 1981 — 1984
Bachelor of Business Administration (BBA), Business Administration, Management and Operations
St. Joseph's High School
Academics, Business Administration and Management
AIG Financial Network June 2015 - Present
ARMOR Wealth Management October 2013 - June 2015
Farmers Insurance 1999 - 2013
New York Life Insurance Company 1995 - 1998
Skills
Sales, Leadership, Sales Management, Management, Customer Service, Team Building, Marketing, Life Insurance, Strategic Planning, Insurance
Education
The American College
CLU - Chartered Life Underwriter
The University of Texas at Arlington
Bachelor of Business Administration (BBA), Finance
Independent Financial Representative December 2014 - Present
AIG Financial Network March 2012 - December 2014
American General Life Companies August 2011 - March 2013
Terry Schurch Agency December 2005 - June 2011
Skills
Retirement Planning, Insurance, Retirement, Employee Benefits, Term Life Insurance, Disability Insurance, Wealth, Universal Life, Fixed Annuities, Whole Life, Finance, Critical Illness, Strategic Financial..., IRAs, General Insurance, Accident, Buy-sell Agreements, Property, Recruiting, Life Insurance, Long-term Care, Financial Services, Brokers, 401k, Pensions, Life, Permanent Life Insurance, Voluntary Employee..., Wealth Accumulation, Accident Insurance
Education
Columbus State 2003 — 2005
Personal Finance
Grove City High School 1997 — 2000
AIG Financial Network August 2010 - Present
Skills
Whole Life, Microsoft Office, Disability Insurance, Fixed Annuities, Life Insurance, Microsoft Excel, Long-term Care, Health Insurance, Accident, Social Networking, Critical Illness, Long Term Care Insurance, Umbrella Insurance, Cold Calling, Retirement, Buy-sell Agreements, Employee Benefits, Retirement Planning, Estate Planning, Wealth, Brokers
Education
San Jose State University 2004 — 2005
West Valley College 2002 — 2004
International Business
AIG Financial Network June 2015 - Present
TriNet October 2014 - May 2015
Allstate Insurance Company March 2008 - April 2014
AIG March 2004 - February 2008
D&C Multimedia, Inc. September 1999 - March 2004
Skills
Marketing, Sales Management, Leadership, Insurance, New Business Development, Management, Employee Benefits, Health Insurance, Life Insurance, Human Resources, Sales, Recruiting, Property & Casualty..., Media Placement, Marketing Communications, Commercial Insurance, Sales Operations, Training, Small Business, Negotiation, Customer Retention, Benefits Administration, Workers Compensation, Cold Calling, Brokers
Education
Tennessee State University
Bachelor’s Degree
AIG Financial Network November 2014 - Present
Macawber Engineering 2008 - 2014
Skills
Sales, Management, Sales Management, Key Account Management, Sales Operations, New Business Development, Negotiation, Account Management, Forecasting, B2B, Marketing Strategy, Sales Process, Key Account Development, Direct Sales, Contract Negotiation, Team Building, Business Development
Education
Armstrong Atlantic State University 1994 — 1996
Bachelor of Science (B.S.), Chemistry
Embry-Riddle Aeronautical University 1990 — 1993
Bachelor of Science (B.S.), Professional Aeronautics
AIG Financial Network February 2001 - Present
Skills
Sales, Insurance, Team Building, Sales Management, Microsoft Office, Project Management, Customer Service, Life Insurance, Business Strategy, Health Insurance, Long-term Care, Fixed Annuities, Leadership
Education
Point Loma Nazarene University
History/Political Science/Economics
Thomas Jefferson School of Law
Juris Doctor, Law
AIG Financial Network July 2015 - Present
The University of Alabama July 2011 - May 2015
Sandco International August 2008 - May 2015
Ameriprise Financial Services, Inc. January 2015 - April 2015
Coogler/Pendry Farm January 2010 - 2014
Alabama Express August 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, PowerPoint, Social Media, Marketing Strategy, Inventory Management, Teaching, Social Networking, Time Management, Teamwork, Research, Life Insurance, Health Insurance, Disability Insurance, Indexed Annuities, College Education...
Education
University of Alabama 2014 — 2015
Master's degree, Financial Planning and Services, 3.60
University of Alabama 2010 — 2013
B.S, Commerce and Business Administration; Finance, 3.69
AIG Financial Network May 2015 - Present
MetLife Financial Group of The South January 2014 - May 2015
COUNTRY Financial® September 2013 - December 2013
Skills
Series 7, Series 6, Series 63, Asset Management, Investment Strategies, Strategic Financial..., Management, Training & Development, Organizational..., Team Leadership, Retirement Planning, Variable Annuities, Life Insurance, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Term Life Insurance, IRAs, 401k, 403(b), 501(c), 457 Plans, Pension Funds
Education
University of Alabama at Birmingham 2009 — 2013
Collat School of Business - B.S. Accounting, B.S. Corporate Finance, Minor Psychology
Auburn University
Chemical Engineering
JPMorgan Chase & Co. May 2015 - Present
AIG Financial Network August 2011 - May 2015
State Farm Insurance July 2009 - August 2011
Skills
Term Life Insurance, Life Insurance, Disability Insurance, Universal Life, Strategic Planning, Recruiting, Accident, IRAs, Retirement, Retirement Planning, Training, Fixed Annuities, Insurance, Critical Illness, Long-term Care, Sales Management, Whole Life, Health Insurance, Direct Sales, Commercial Insurance, Banking
Education
Kentucky Wesleyan College
Biology
Western Kentucky University
Business Finance
Self Employed March 2015 - Present
Waddell & Reed August 2014 - March 2015
AIG Financial Network July 2011 - March 2014
Van McCormack Realty & Auction October 2010 - June 2011
Weichert Realtors/Ron Gregory Sales & Auction March 2009 - October 2010
Camp Real Estate February 2008 - March 2009
Pride Homes Real Estate February 2006 - January 2008
Skills
Sales, Public Speaking, Communication, Seminar Marketing, Written Communication, Motivational Speaking, Impromptu Speaking, Networking, Expository Preaching, Real Estate, Insurance, Life Insurance, Fixed Annuities, Indexed Annuities, Indexed Universal Life...
Education
Lipscomb University 2003 — 2007
Bachelor's Degree, Bible/Biblical Studies
AIG FInancial Network March 2014 - Present
AIG April 2013 - March 2014
Cypress Financial Group an Office of MetLife August 2009 - March 2013
MetLife 2009 - March 2013
Ed Morse Automotive Group May 1997 - July 2008
Skills
Insurance, Financial Services, Disability Insurance, Employee Benefits, Mutual Funds, Life Insurance, Variable Annuities, Customer Service, Series 6, Loans, Finance, Series 63, Retirement Planning, Management, Notary Public, Microsoft Office, Series 65, Annuity Sales, Commercial Instrument..., Write and Speak Spanish, Problem Solving, Life & Health Insurance..., Fixed Annuities
Education
University of Florida 2003 — 2005
Bachelor's degree, Business Administration and Management, General
Palm Beach State College 2000 — 2003
Associate of Arts and Sciences (AAS), Business and Aviaition
AIG Financial Network October 2014 - Present
Jackson National Life July 2011 - September 2014
Rejoice Ministries September 2007 - September 2011
New York Life Insurance Company March 2010 - July 2011
Method58 August 2006 - January 2010
The Juice Bar August 2006 - December 2009
Stifel Financial Corp. August 2007 - February 2008
Merrill Lynch Pierce & Fenner April 2006 - October 2006
The Red Carpet Lounge/The Six One Five January 2004 - June 2005
Skills
Sales, Mutual Funds, Project Planning, Finance, Marketing, Time Management, Retirement, Fixed Annuities, Financial Services, Series 7, Securities, Alternative Investments, Insurance, Life Insurance, Financial Advisory, Strategic Financial..., Consulting, Strategic Planning, Salesforce.com, Investments, Series 63, Retirement Planning, Team Building, Sales Management, Microsoft Excel, Business Development, Management, Marketing Strategy, Advertising, Microsoft Office, Small Business, Public Speaking, Series 6, Cold Calling
Education
Tennessee State University 2003 — 2005
MBA, Marketing and Management
Tennessee State University 1997 — 2003
BS, Political Science
AIG Financial Network August 2014 - Present
The Achieve Group LLC April 2009 - Present
Puritan Financial Group January 2013 - July 2014
Frankfort Regional Medical Center March 2002 - September 2010
National Processing Company July 2003 - August 2005
Jonah Mitchell Real Estate August 2000 - August 2005
Bourbon Community Hospital October 1998 - November 2002
Joe Guy Hagan Century 21 Real Estate August 1998 - August 2000
Vencor August 1997 - August 2000
University of Kentucky Chandler Medical Center September 1990 - August 1997
Skills
Real Estate Development, Sales Management, Strategic Planning, Coaching, Negotiation, Team Building, Real Estate, Sales, Marketing Strategy, Public Speaking, New Business Development, Selling, Customer Service, Budgets, Investments, Investment Properties, Marketing, Direct Sales, Underwriting, Insurance, Healthcare, Management, Training, Advertising, Sales Process, Lead Generation, Leadership, Sales Operations, Time Management, Cold Calling, Small Business, Business Planning, Employee Benefits, Analysis, Leadership Development, Program Management, Entrepreneurship, Policy, Customer Retention, Research, Social Media Marketing
Education
Asbury University 2007 — 2009
Bachelor of Science, Management & Ethics
Independence University, formerly California College for Health Sciences 1988 — 1990
Associates of Science, Respiratory Therapy
Eastern Kentucky University 1977 — 1980
Bachelor's Degree, Athletic Training
Somerset Community College 1977 — 1977
Physical Sciences
Morehead State University 1976 — 1976
Athletic Training
AIG Financial Network April 2014 - Present
Liberty National Life Insurance Company September 2012 - April 2014
Briarwood Condominiums December 2009 - July 2011
Abbott Military Tailors March 2000 - November 2009
Skills
Retail, Merchandising, Visual Merchandising, Store Management, Loss Prevention, Retail Sales, Customer Service, Cashiering, Inventory Management, Inventory Control, Store Operations, Sales, Planograms, Customer Satisfaction, Profit
Education
Pensacola State College 2012 — 2013
Baldwin High School 1979 — 1983
AIG May 2013 - Present
AIG FInancial Network May 2013 - Present
Liberty National Life Insurance Company October 2012 - February 2013
Turn the Page, LLC September 2011 - July 2012
Verizon Wireless November 2009 - March 2011
Skills
Life Insurance, Long Term Care Insurance, Buy Sell Agreements, Asset Protection, Retirement Planning, Universal Life, Critical Illness, Chronic Illness..., Key Man Agreements, Business Protection, Indexed Annuities, Fixed Annuities, Disability Insurance, Family Protection, Retirement, Term Life Insurance, Health Insurance, Long-term Care, Buy-sell Agreements
Education
University of South Alabama 2001 — 2003
Master of Arts (M.A.), Communication and Media Studies
Auburn University 1995 — 1999
Bachelor of Science (B.S.), International Business, Concentrations in Spanish and Marketing
Grissom High School 1991 — 1995
Advanced Diploma
AIG Financial Network 2014 - Present
Modern Woodmen Fraternal Financial 2011 - 2014
NMC 2003 - 2009
Modern Woodmen Fraternal Financial 1997 - 2001
Skills
Trustworthy Selling, Essential Skills..., Career Skills Training, One Card System, Strategic Prospecting, Agent Accountability, Insurance, Fixed Annuities, Investments, IRAs, Retirement Planning, Leadership, Life Insurance, 401k, Retirement, Term Life Insurance, Mutual Funds, Long-term Care, Estate Planning, Employee Benefits, Roth IRA, Whole Life, Small Business, Leadership Development, Long Term Care Insurance, Strategic Financial..., Disability Insurance, Wealth Accumulation, Series 6, Financial Services, Wealth Management, Training, Financial Planning, 401k Rollovers, Securities, Universal Life, Financial Advisory, Health Insurance, Annuities, Long Term Care, IRA's, Series 63, Wealth, Telephone Scripting, Career Orientation, Mentoring, Management, Time Management, Sales Management, Sales Prospecting
Education
Henderson State University 1992 — 1994
Bachelors, with emphasis in Marketing
Ouachita Baptist University 1989 — 1991
Napoles Consulting March 1996 - Present
AIG Financial Network September 2014 - October 2014
The Tyler Agency, Inc. October 2012 - August 2014
General Computer Systems, Inc. January 1985 - March 1996
Skills
Vendor Management, Cloud Computing, Strategic Planning, Business Strategy, Process Improvement, Program Management, Business Development, Project Management, Strategy, Leadership, Integration, Team Leadership, Budgets, Social Media, Information Technology, Sales, Sales Management, Business Process..., Team Building, Business Analysis, Management, New Business Development, Account Management, Troubleshooting, Project Planning, Change Management, Business Planning, Operations Management, Start-ups, Testing, Health Insurance, Life Insurance, Property & Casualty..., Umbrella Insurance, Term Life Insurance
Education
St. Petersburg College 2014 — 2014
General Lines Insurance Agent, Insurance
Florida State College at Jacksonville 2013 — 2013
Personal Lines Insurance Agent, Insurance
Community College of the Air Force 1976 — 1984
Associates, Computer Science
Wright State University 1978 — 1982
Coursework towards Associate Degree, Computer Science
Transamerica Agency Network, Inc. August 2015 - Present
AIG financial network March 2007 - July 2015
Legal Shield April 2010 - January 2012
Long's Human Resources September 1995 - March 2007
Skills
insurance sales, training, Customer Service, Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Universal Life, worksite benefits, Indexed Annuities, indexed universal life, Critical Care, cancer insurance, Human Resources, Office Management, Problem Solving, Listening to customers, Dependable Team Player, Employee Benefits, Benefits Administration, Sales, Small Business, Retirement, Whole Life, Employee Relations, Marketing, Team Building, Retirement Planning, Recruiting, Policy, Networking, Account Management, Financial Planners, IRAs, Critical Illness, Hiring, Accident, Long-term Care, Budgets, Cancer, Leadership, Training, Health Insurance
Education
archbishop Chapelle high school 1967 — 1971
College/University Preparatory and Advanced High School/Secondary Diploma Program
Southeastern Louisiana University
Business Administration and Management, General
St. Matthew
AIG Financial Network December 2008 - Present
American General Life and Accident Insurance Co August 2007 - January 2013
Vartest Labs. Inc. November 1989 - June 2005
Skills
Term Life Insurance, Life Insurance, Insurance, Business Strategy, Business Planning, Fixed Annuities, Disability Insurance, Employee Benefits, Retirement Planning, Small Business, Recruiting, Training, Estate Planning, Health Insurance, Whole Life, Finance, Long-term Care, Financial Planners, Universal Life, Strategic Financial..., Critical Illness, Underwriting
Education
New York University 1998 — 2002
MBA Bus Adm., Economics
AIG Financial Network September 2015 - Present
Family Business Associates LLC November 2002 - Present
UAB Professional Advisory Council December 2013 - Present
Birmingham Venture Club 1990 - Present
Alabama Alpha House Corporation, Phi Kappa Psi November 1980 - 2015
EverBank Mortgage January 2005 - December 2008
Meadowbrook Homeowners Association 1995 - 2007
MassMutual Financial Group October 1987 - November 2002
Southeastern Financial Group, LLC January 1997 - December 2000
Magic City Children's Opera Company 1990 - 1997
Skills
Estate Planning, Investments, Financial Advisory, Insurance, Portfolio Management, Wealth, Retirement, Retirement Planning, Public Speaking, Small Business, Business Planning, Employee Benefits, Wealth Management, 401k, Investment Advisory, Asset Allocation, Mutual Funds, Securities, Tax, Asset Management, Asset Protection, Trusts, Disability Insurance, Investment Strategies, Management Consulting, Cash Flow, Business Valuation, Alternative Investments, Term Life Insurance, Risk Management, Equities, Wealth Accumulation, Succession Planning, Financial Planning, Long Term Care, Financial Analysis, Entrepreneur, Series 7, Retirement Income..., High Net Worth..., Charitable Giving, Wealth Preservation, Compliance, Annuities, Budgeting, IRA's, Insurance Planning, Executive Compensation, Planning, Wealth Transfer
Education
The American College 1989 — 1995
Chartered Life Underwriter (CLU), Estate, Income & Tax planning
The American College 1993 — 1993
Family Business Specialist, Business Succession, Estate & Income Tax Planning, Certification
University of Alabama 1979 — 1983
BA, BA-Communications, Minor-Fuels & Mineral Engineering
Baylor Prep School, Chattanooga TN 1977 — 1979
Diploma, General Education, Diploma
Bishop's College School "BCS" 1974 — 1976
AIG Financial Network April 1971 - Present
GE Financial January 2001 - May 2003
Dr. Joseph Cabot March 1971 - April 1971
Skills
Customer Service, Microsoft Word, Microsoft Office, Microsoft Excel, Teamwork, People Skills, Office Management, Sports
Education
Bay de Noc Community College 1969 — 1970
Bark River Harris High School 1966 — 1970
Benefit Vision Inc. - Harrisburg, PA June 2014 - December 2014
AIG Financial Network July 2013 - May 2014
AIM July 2008 - July 2012
Skills
Human Resources, Recruiting, Financial Services, Investments, Event Planning, Time Management, Tax, Credit, Benefits Coordinator, Microsoft office Suites, Microsoft Publisher, Orientation and Training, Nonprofits, Community Service, Direct Sales, Licensed Life & Health..., Disability Insurance, Advocate and Mentor..., Proactive team player, Results-oriented, Analytical, Microsoft Office, Life Insurance
Education
Alvernia University 2011 — 2015
Bachelor’s Degree, Human Resources Management and Minor In Business, 3.5
Reading Area Community College 2006 — 2010
Associate’s Degree, HR and Business Management, 3.3 GPA
AIG Financial Network May 2015 - Present
Independent Sales/Training Consultant March 2013 - February 2015
Dow Jone & Company, Dow Jones Newswires 2010 - July 2012
Dow Jones & Company July 2008 - May 2010
Dow Jones Newswires February 2001 - July 2008
Skills
Digital Media, CRM, New Business Development, Account Management, Solution Selling, Salesforce.com, Relationship Management, Strategic Partnerships, Lead Generation, Direct Sales, Business Development, B2B
Education
DePaul University 1999 — 2003
Business
DePaul University
Western & Southern Life March 2015 - Present
AIG Financial Network June 2013 - March 2015
Morgan Stanley Smith Barney March 2011 - March 2012
Citi November 2010 - March 2011
J.P. Morgan July 2009 - July 2010
J.P. Morgan May 2008 - August 2008
LaSalle Bank May 2007 - August 2007
Skills
Investments, Finance, Financial Modeling, Portfolio Management, Financial Analysis, Banking, Risk Management, Financial Services, Asset Allocation, Bloomberg, Retirement Planning, Equities, Corporate Finance, Microsoft Excel, Licensed Life & Health..., Credit Analysis, Hyperion Planning, Hyperion Financial..., Life Insurance
Education
Florida Agricultural and Mechanical University 2004 — 2008
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
AIG Financial Network July 2014 - Present
Northwestern Mutual March 2002 - June 2014
Scudder Stevens and Clark 1998 - 1999
Skills
Life, Accident, and..., FINRA Series...
Education
University of Notre Dame - Mendoza College of Business 2014 — 2014
The American College
Chartered Life Underwriter
Villanova University 1998 — 2001
Xavier High School 1994 — 1998
High School
SJHA
AIG Financial Network July 2015 - Present
Independent Capital Management June 2013 - August 2015
Independent Capital Management August 2001 - June 2013
DRS Technologies 1995 - 2000
Lockheed Aircraft Service Company 1984 - 1994
Skills
Retirement Planning, Business Planning, Strategic Planning, Leadership Development, Long-term Care, Retirement, Investments, Financial Advisory, 401k Rollovers, Strategic Financial..., 401k, Estate Planning, Securities, Series 7, Series 24, Duplicate Bridge, Series 6, Series 63, Fixed Annuities, Small Business, Sales, Mutual Funds, IRAs, Life Insurance, Wealth Management, Investment Advisory
Education
Southern Methodist University - Cox School of Business 1972 — 1973
MBA, Business Administration and Management, General
United States Air Force Academy 1959 — 1963
BS, Public Policy
AIG Financial Network February 2014 - Present
MetLife of the Rockies September 2009 - February 2014
MetLife January 2007 - September 2009
MetLife 2004 - 2007
MetLife 2003 - 2004
MetLife 1994 - 2003
Skills
Insurance, Disability Insurance, Fixed Annuities, Life Insurance, Health Insurance, Term Life Insurance, Series 6, Long-term Care, Retirement, Series 63, Long Term Care Insurance, Whole Life, Universal Life
Education
James Madison University 1978 — 1982
Bachelor of Science (BS), Business Administration
AIG Financial Network July 2013 - Present
American Income Life September 2012 - May 2013
Northrop Grumman Corporation January 2007 - July 2012
Northrop Grumman Corporation May 2007 - August 2008
Mycom January 2004 - May 2007
Mycom January 2004 - May 2007
Golf Tech Industries March 2001 - January 2004
Golf Tech Industries January 2001 - January 2004
Skills
Testing, Troubleshooting, Test Equipment, Electronics, Engineering, Systems Engineering, Lean Manufacturing, Integration, RF, Manufacturing, Continuous Improvement, Process Improvement, Program Management, MRP, Procurement, Operations Management, Team Building, Aerospace, Process Engineering, Team Leadership, Cross-functional Team..., Materials Management, Root Cause Analysis, MS Project, Earned Value Management, Engineering Management, Quality Assurance, Quality Management, Telecommunications, Quality Control, SPC, ISO, DoD, Microsoft Project
Education
DeVry University 2007 — 2009
KELLER GRADUATE SCHOOL OF MANAGEMENT, Project Management
Keller Graduate School of Management of DeVry University 2007 — 2009
Master in Business Administration: Concentration in Project Management, Master in Business Administration: Concentration in Project Management
ITT TECHNICAL INSTITUTE
Master, Business Administration; Project Management
ITT Technical Institute 2000 — 2003
Bachelor of Science Degree, Telecommunications Engineering Technology
Cheonggang Academy
Bachelor of Science; A.S, Telecommunications Engineering Technology; Electronics Engineering Technology
ITT Technical Insitute 2000 — 2002
A.S, Electronics Engineering Technology
WealthSpan Financial Group July 2015 - Present
AIG Financial Network March 2015 - July 2015
Merrill Lynch August 2013 - March 2015
First Citizens Bank August 2011 - January 2013
The Arc of Dallas June 2009 - November 2011
BB&T (formerly Colonial Bank) August 2009 - August 2011
Colonial Bank June 2006 - August 2009
AmSouth Bank January 2005 - June 2006
Dove Data Products March 2000 - January 2005
Dennis Schwartz & Associates January 1994 - March 2000
Skills
Sales Management, Customer Retention, Customer Service, Personnel Management, Property Management, Loans, Banking, Commercial Lending, Credit, Commercial Banking, Underwriting, Credit Analysis, Small Business Lending, Mortgage Lending, Portfolio Management, Management, Leadership, Sales, Finance, Strategic Planning, Business Development, Team Building, Financial Analysis, Small Business, Investments, Financial Services, Risk Management, Retail Banking, Insurance, Marketing, Consumer Lending, Forecasting
Education
Troy University in Montgomery 2006 — 2008
Business, Finance
Humana May 2015 - Present
AIG Financial Network May 2013 - May 2015
Tyndall Federal Credit Union August 2003 - January 2013
ASA-Delta Connection November 1999 - March 2002
USAF July 1991 - March 1998
Skills
Banking, Coaching, Consumer Lending, Credit, Credit Analysis, Leadership, Management, Customer Service, Team Building, Sales, Marketing, Process Improvement, Microsoft Office, Public Speaking, Loans, Mortgage Lending, Performance Management, Risk Management, Strategic Planning
Education
Troy University 2003 — 2007
Bachelors, Management
Home January 2015 - Present
AIG Financial Network August 2011 - January 2015
AmeriHealth September 1998 - October 2009
AmeriHealth Insurance Company of NJ September 1998 - October 2009
Independence Blue Cross March 1988 - October 2009
Northeastern Hospital February 1978 - March 1988
Skills
Insurance, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Invoicing, Strategic Planning, Claim, Budgets, Research, Sales, Underwriting, Management, Marketing
Education
Ascension
Community College of Philadelphia
Accounting
Little Flower High School
Diploma, Business Administration and Management, General
AIG Financial Network January 2014 - Present
New York Life 1992 - 2013
Skills
Financial Analysis, Management Consulting, Business Analysis, Risk Management, Public Speaking, Due Diligence, Relationship Management, Public Relations, Strategy, Insurance, Investments, Leadership, Strategic Planning, Management, College Funding..., Key Person Protection, Marketing Strategy, Guaranteed Lifetime..., ChFC, Tax Free Income, Variable Products, General Securities..., Variable Life, Protection..., Traditional IRA, Executive Benefit..., Multi-generational..., Rollovers, SEP IRA, Income for Life
Education
University of Louisiana at Monroe
General Business, Economics
Farmers Insurance March 2014 - Present
AIG Financial Network June 2013 - Present
Gitman Bros. / Individualized Apparel Group February 2010 - September 2011
UNICAST COMPANY January 1987 - January 2009
Skills
Financial Reporting, Financial Statements, Payroll, Bank Reconciliation, ERP, Database Administration, Control Theory
Education
University of Delaware 1970 — 1975
Bachelor’s Degree, Accounting and Finance
AIG Financial Network 2007 - Present
DataBay Resources (Division of Amerinet) 2005 - 2006
LeMarc Group 2001 - 2005
Mellon Financial Corporation (BNY Mellon) 1991 - 2001
Skills
Strategy, Marketing Strategy, Business Development, Marketing, Cross-functional Team..., Market Research, Leadership, Brand Development, Sales, Account Management, CRM, Strategic Planning, Customer Service, Sales Management, Social Media Marketing, Customer Satisfaction, Marketing Communications, Team Building, Program Management, Project Management, Brand Management, Product Management, Competitive Analysis, Recruiting, Management, Relationship Building &..., Collateral Design, Competitive Intelligence, Marketing Operations, Process Engineering, Software Implementation, Customer Relations, Managing Start-ups, Operations Management, B2B, Enterprise Software, Small Business, Financial Services
Education
Bellarmine University
Computer Science
The American College 2008 — 2012
Advanced Professional Studies
LegalShield, Independent Associate March 2015 - Present
AIG Financial Network February 2015 - Present
Colonial Life August 2014 - Present
The Hanover Insurance Group May 2007 - September 2013
Encompass Insurance (Allstate) May 1988 - May 2006
Crum & Forster Personal Insurance March 1985 - March 1988
Bankers Multiple Line Insurance Company March 1981 - March 1985
Kemper Insurance July 1978 - March 1981
Skills
Property & Casualty..., Team Building, Sales, Insurance, Leadership, Strategy, General Insurance, Commercial Insurance, Underwriting, Workers Compensation, Commercial Lines, Casualty, Umbrella Insurance, Liability, Brokers, Legal Liability, Claim, Project Management, Operations Management, Building Relationships, Communication Skills, Sales Operations, Management, Marketing
Education
University of Illinois at Urbana-Champaign 1974 — 1978
B.A., Political Science/Business
West Aurora High School
West Aurora High School
AIG Financial Network October 2014 - Present
Calstar Insurance Services April 2014 - September 2014
AIG Financial Network (AGLA is part of AIG) April 2004 - April 2014
New York Life Insurance Company September 1997 - April 2004
Kemper Insurance Company April 1995 - September 1997
CNA Insurance Company August 1985 - May 1995
Rathbone King and Seeley October 1979 - August 1985
Travelers Insurance Company September 1978 - November 1979
Skills
Commercial Insurance, Customer Service, Property & Casualty..., Sales Management, Sales, Fixed Annuities, Strategic Planning, Marketing, Microsoft Word, Account Management, Insurance, Customer Service..., Marketing Strategy, Product Marketing, Employee Training, Property, Life Insurance, Long-term Care, Health Insurance, Term Life Insurance, Retirement Planning, Retirement, Long Term Care Insurance, Whole Life, Series 6, Underwriting, IRAs, Series 63, Strategic Financial..., Brokers, Estate Planning, Wealth Management, Universal Life, General Insurance, Recruiting, Disability Insurance, Critical Illness, Liability, Commercial Lines, Risk Management
Education
San Francisco State University
Santa Rosa High School / St. Stephen's Girls College Hong Kong
AIG Financial Network May 2014 - Present
CORNERSTONE Financial Services, Inc. September 2011 - March 2013
American General Life & Accident August 2009 - September 2011
Skills
Term Life Insurance, Universal Life, Disability Insurance, Whole Life, Life Insurance, Fixed Annuities, Health Insurance
Education
Florida Atlantic University
Hello Bread multimedia January 2015 - Present
AIG Financial Network January 2013 - Present
e Studios July 2006 - Present
E Media and Studios January 2002 - July 2006
e studios June 1999 - March 2005
Skills
Photography, Video, Portraits, Photoshop, Magazines, Advertising, Digital Photography, Image Editing, Image Manipulation, Commercial Photography
Education
School of Visual Arts 1996 — 1997
Bachelor's degree in Photography, Photography
University of North Carolina at Charlotte 1992 — 1996
BFA, Photography
AIG Financial Network January 2014 - Present
American General Life & Accident Insurance Company June 2009 - December 2013
ViewTrade Securities August 2006 - October 2007
TradeStation Securities July 2000 - July 2006
Education
Cornell University 1983 — 1987
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
AIG Financial Network 2013 - Present
Blind Boys of Alabama 1995 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Strategic Planning, Budgets
Education
PreLicense School 2013 — 2013
Insurance & Annuities, Life, Health, Sickness & Accident
Georgia MLS Real Estate School 2003 — 2003
Real Estate License, Real Estate
William A. Bass High 1969 — 1974
Atlanta Technical College
Accounting and Business/Management
AIG Financial Network September 2013 - Present
Core Fitness Hazleton December 2011 - Present
Education
Penn State University 2011 — 2012
Temple University - Fox School of Business and Management 2008 — 2011
undergraduate
AIG Financial Network April 2014 - Present
MetLife April 1998 - November 2009
MetLife April 1994 - 1998
MetLife October 1982 - July 1994
Skills
Commercial Insurance, Insurance, Term Life Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Whole Life, Long-term Care, Property & Casualty..., Health Insurance, Umbrella Insurance, General Insurance, Casualty, Liability, Legal Liability, Workers Compensation, Homeowners, Underwriting, Professional Liability, Commercial Lines
Education
Midwest University 2005 — 2008
Master of Divinity (MDiv)
Dongguk University 1974 — 1978
Bachelor of Business Administration (B.B.A.)
AIG Financial Network October 2012 - Present
Skills
Accumulation of Wealth,...
Education
California University of Pennsylvania
Capital University
American General Life Companies January 1982 - Present
AIG FINANCIAL NETWORK January 1982 - Present
AIG Financial Products January 1982 - Present
AIG 1982 - Present
Education
Kent State University
Bachelor's degree
AIG Financial Network July 2013 - Present
Education
Centro Escolar University 1972 — 1976
Bachelor of Science in Commerce, Banking and Finance
Centro Escolar University 1972 — 1976
Bachelor of Science in Commerce, Banking and Finance
AIG October 2011 - Present
AIG Financial Network October 2011 - Present
ProQuest August 1982 - March 2009
Skills
Insurance, Risk Management, Management, Customer Service, Financial Analysis, Business Analysis, Microsoft Office, Life Insurance, Analysis, Process Improvement
Education
Pace University