Allegiance Marketing Group
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Allegiance Marketing Group Employees
Allegiance Marketing Group June 2011 - Present
iCan Benefit Group June 2008 - July 2010
Wachovia Securities September 2001 - June 2008
Skills
Corporate Governance, Risk Management, Microsoft Office, Insurance, Corporate Finance, Legal Research, Corporate Law, Legal Writing, Series 7, Series 24, Life Insurance, Banking Law, Securities Regulation, Privacy Law, Securities, Marketing, New Business Development, Retirement Planning, Sales, Team Building
Education
Nova Southeastern University—Shepard Broad Law Center 2003 — 2007
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Florida Atlantic University
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Allegiance Marketing Group June 2011 - Present
Q Capital Strategies April 2008 - June 2010
OASIS FINANCIAL GROUP, INC August 2007 - April 2008
HEALTHCARE SUPPORT STAFFING April 2006 - August 2007
Skills
Sales, Life Insurance, New Business Development, Business Case Design, Business Development, Sales Operations, Product Marketing, Sales Process, Account Management, Customer Service, Negotiation, Insurance, Pricing, Recruiting, Marketing, CRM, Licensed Life & Health...
Education
Florida State University - College of Business 2003 — 2007
Bachelor of Science, Finance
Allegiance Marketing Group June 2014 - Present
Allegiance Marketing Group January 2012 - June 2014
Allegiance Marketing Group July 2007 - January 2012
Allegiance Marketing Group July 2005 - July 2007
Skills
Life Insurance, Insurance, Fixed Annuities, Sales, Customer Service, Leadership, Databases, Strategic Planning, Finance, Microsoft Office, Compliance, New Business Development, Time Management, Management, Employee Benefits, Retirement Planning, Financial Planning, Team Building
Education
Florida Atlantic University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Palm Beach State College
Associate of Arts (A.A.), Business Administration and Management, General
Investment Firm November 2012 - Present
CFA Society of South Florida July 2002 - July 2015
Investment Firm June 2005 - November 2012
Allegiance Marketing Group 2003 - 2005
Cypress Trust Company February 2000 - March 2002
Aeltus Investment Managment (ING Investment Management) 1996 - 1999
MassMutual Financial Group 1994 - 1996
Travelers Asset Management & Pension Services 1985 - 1993
Skills
Due Diligence, Client Service, Product Management, Product Marketing, Professional Witness, Series 66, Fixed Income, Compliance, Performance Measurement, GIPS Compliance
Education
Hofstra University 1981 — 1985
BBA, Finance
Allegiance Marketing Group June 2014 - Present
Partners Advantage Insurance Services, LLC May 2013 - June 2014
Allianz Life Insurance Company of North America November 2012 - April 2013
Allianz Life Insurance Company of North America December 2010 - November 2012
Foresters July 2007 - December 2010
Marsh & McLennan Companies, Inc. June 2004 - July 2007
Education
University of Minnesota-Twin Cities 2009 — 2009
Certificate in Festival and Event Management, Tourism Center
University of Wisconsin-Madison - School of Business 2000 — 2004
BBA, Risk Management & Insurance
Allegiance Marketing Group November 2014 - Present
Forethought Financial Group, Inc. August 2013 - November 2014
Access Capital Management, LLC January 2013 - July 2013
Allianz Life Insurance Company of North America LLC. January 2011 - June 2012
Allianz Life Insurance Company of North America LLC. August 2009 - January 2011
Allianz Life Insurance Company of North America LLC. September 2007 - August 2009
Growing Leaders, Inc. January 2003 - September 2007
Skills
Investments, Series 65, Leadership Development, Variable Annuities, Fixed Annuities, Retirement Planning, Financial Services, PowerPoint, Public Speaking, Sales Presentations, Series 6, Series 63, Insurance, Retirement, 401k, Leadership, IRAs, Life Insurance, Management, Publishing
Education
Pepperdine University 2000 — 2003
BS, Business Administration
Allegiance Marketing Group April 2005 - Present
AdvisorsMatch 2012 - 2013
Education
University of Iowa