Allianz Life Financial Services, LLC
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Allianz Life Financial Services, LLC Employees
Allianz Life Financial Services, LLC August 2014 - Present
Allianz Life Financial Services, LLC December 2013 - August 2014
Express Scripts September 2012 - November 2013
Education
St. John's University 2008 — 2012
BA, Economics
Nelson Mandela Metropolitan University 2010 — 2011
Campus Survey
SoBell Corp August 2015 - Present
Vida Capital January 2014 - August 2015
Financial Product Distributors, LLC November 2009 - January 2014
Capital Solutions Distributors, LLC October 2007 - November 2009
Allianz Life Financial Services, LLC August 2006 - October 2007
NFP Advisor Services (formerly NFP Securities, Inc.) January 2003 - June 2006
ING May 2000 - January 2003
Wells Fargo Insurance, Inc. (formerly First Union Insurance Group, Inc.) March 1992 - May 2000
Minnesota Life (formerly Minnesota Mutual Life Insurance Company) June 1990 - March 1992
Skills
Estate Planning, Sales Management, Leadership, Investment Advisory, Sales, Public Speaking, Financial Services, Finance, Fixed Annuities, Mutual Funds, Investments
Education
Pfeiffer University 1986 — 1990
BS, Business Administration, Cum Laude
Allianz Life Financial Services, LLC August 2013 - Present
Ameriprise Financial Services, Inc. June 2012 - August 2013
Robert Zagrodny CPA, Inc. July 2011 - May 2012
One Bellevue Restaurant July 2010 - August 2011
The Hotel Viking April 2010 - August 2011
Roger Williams University September 2008 - December 2009
Round Hill Fence & Security May 2006 - October 2009
Education
Roger Williams University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
American Realty Capital October 2012 - Present
Cole Capital November 2011 - July 2012
Allianz February 2008 - November 2011
Allianz Life Financial Services, LLC January 2008 - January 2011
Jackson National Life November 1998 - February 2008
Jackson National Life Distributors January 1999 - January 2008
Putnam Investments January 1998 - January 1999
Putnam Investments January 1997 - January 1998
Skills
Sales Process, CRM, Marketing, Networking, Customer Requirements, Fixed Annuities, Series 63, Mutual Funds, Series 7, Retirement Planning, Series 6, Retirement, FINRA, Finance, REIT, Sales Operations, IRAs
Education
University of Massachusetts, Amherst 1992 — 1996
BA, Animal Sciences
Allianz Life Financial Services, LLC August 2011 - Present
KBS Capital Markets Group October 2010 - August 2011
AXA Equitable August 2004 - September 2010
Scudder Investments January 1997 - August 2004
Education
The Ohio State University 1988 — 1991
BSBA, Finance
The Ohio State University Fisher College of Business 1987 — 1991
BSBA, Finance
Miami University 1986 — 1987
Allianz Life Financial Services, LLC November 2013 - Present
Allianz Life Financial Services, LLC April 2008 - November 2013
Skills
Fixed Annuities, Variable Annuities, Finance, Retirement Planning, Sales, Retirement, Financial Planning, Financial Services, Series 7, Series 6, Investments, Series 63, Strategic Financial..., Mutual Funds, 401k, Life Insurance, Insurance
Education
Kingsbridge University 2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Anoka Ramsey Community College 1999 — 2001
Associate's degree, General Studies
AXA Distributors, LLC May 2015 - Present
Symetra Financial March 2011 - April 2015
First Mercantile a subsidary of Mass Mutual Financial Group September 2009 - February 2011
Mass Mutual Financial Group March 2007 - September 2009
Genworth Financial June 2006 - March 2007
Allianz Life March 2003 - June 2006
Allianz Life Financial Services, LLC 2003 - 2006
MetLife Investors September 2000 - March 2003
Skills
Series 6, Fixed Annuities, Retirement, Investments, Securities, Life Insurance, Series 65, Financial Services, 401k, Series 7, Mutual Funds, Retirement Planning, Financial Advisory, IRAs, Wealth Management, Asset Allocation
Education
Augsburg College 1993 — 1997
Environmental Science
Catholic United Financial January 2014 - Present
Catholic United Financial September 2012 - December 2013
Foresters January 2010 - September 2012
Foresters April 2008 - December 2009
Foresters February 2007 - March 2008
Allianz Life Financial Services, LLC 1999 - 2006
Allianz Life 1992 - 2006
Skills
Insurance, Fixed Annuities, Mutual Funds, Investments, Life Insurance, Risk Management, Underwriting, Strategic Financial..., Series 6, Financial Services
Education
University of Minnesota - Carlson School of Management 1987 — 1989
Bachelor of Science in Business, Accounting
Allianz Life Financial Services, LLC July 2000 - Present
Skills
Wholesaling, Annuity, Series 6, Annuities, Series 63
Education
University of Missouri-Columbia 1982 — 1986
Allianz Life Insurance Company of North America 2001 - Present
Allianz Life Financial Services, LLC 1997 - Present
Allianz Life Insurance Company of North America 1999 - 2006
Skills
Financial Services, Series 6, Variable Annuities, FINRA, Securities, Fixed Annuities, Insurance, Series 7, Life Insurance, Advertising, Retirement
Education
St. Cloud State University - Herberger Business School 1985 — 1990
Bachelor of Science, Business
Allianz Life Financial Services LLC June 2010 - Present
Allianz Life Financial Services, LLC/ Member FINRA May 2006 - June 2010
Allianz Life November 2003 - June 2006
Allianz Life Co. of NA April 2001 - November 2003
Prudential Insurance 1999 - 2001
Skills
Process Improvement, Call Center, Leadership, Call Centers, Insurance, Customer Service, Business Process..., Vendor Management
Education
Augsburg College 2004 — 2008
Graduate, Leadership
University of Minnesota-Twin Cities 1997 — 1999
BA, Spanish
Normandale Community College 1995 — 1997
AA, Liberal Arts
Barnum High School 1989 — 1995
Diploma
Allianz Life Financial Services, LLC May 2010 - January 2011
MetLife September 2008 - December 2009
Merrill Lynch December 2003 - July 2008
L'OREAL USA February 2002 - April 2003
Merrill Lynch January 1997 - January 2001
Skills
Retirement, Retirement Planning, Wealth Management, Financial Planning, Fixed Annuities, Financial Services, Life Insurance, Long-term Care, Medicare, Universal Life, Retirement Plan..., Equity Indexed Annuities
Education
Regis College
Bachelor of Science, Finance
Allianz Life Financial Services, LLC July 2004 - Present
Education
Iowa State University 1999 — 2003
B.S., Finance
Iowa State University - College of Business
Allianz Life Financial Services, LLC 2003 - Present
Nationwide Financial 2001 - 2003
Skills
Series 7, Series 63, Annuities
Education
Northeastern University 1978 — 1983
BS in Business Administration, Finance
Ameriprise Financial Services, Inc. August 2014 - Present
Allianz Life Financial Services, LLC 2006 - June 2014
Qwest October 2001 - December 2005
Self-Employed Freelance Writer and Editor July 2000 - October 2001
Words At Work February 1999 - June 2000
Gelbach plus Gelbach June 1996 - February 1999
Skills
Series 6, Series 63, Fixed Annuities, Insurance, Financial Services, Editing, Customer Service, Retirement, Microsoft Excel, Financial Advisory, Microsoft Word, Life Insurance, Writing, Microsoft, Voice Over, Inside Sales, Word, Excel, Customer Relations, Sales, Management, Retirement Planning, Investments
Education
Brown College
Certificate, Radio and Television
University of Minnesota-Twin Cities
Bachelor of Arts, English, Speech-Communication
Allianz Life Financial Services, LLC 2005 - Present
Allianz Life 2005 - Present
ING June 1974 - November 2005
University of St Thomas September 2002 - June 2005
Education
AMERICAN COLLEGE 1969 — 1972
CLU, ChFC, Insurance and Financial Planning
William Mitchell College of Law 1965 — 1969
JD, LAW
University of St. Thomas 1961 — 1965
BA, English
Transamerica Retirement Management 2007 - Present
Allianz Life September 2004 - February 2007
Allianz Life Financial Services, LLC 2004 - 2007
North Star Resource Group 2002 - 2004
Skills
Series 7, Series 6, Series 63, Series 66, Public Speaking, Retirement Planning, Retirement Income..., Retirement Services, Account Management, New Business Development, Relationship Development, Business Relationship..., 401k, Annuities, Mutual Funds, Stocks, Bonds, Business Strategy, Institutional Relations, Institutional Marketing, Institutional Clients, Institutional..., Client Services, Client Retention, Client Relationship..., Client Education, Customer Relations, Customer Retention, Customer Acquisition, Customer Satisfaction, Customer Advocacy, Uniform Combined State..., Retirement, Separately Managed..., CRM, Asset Allocation, Finance, Fixed Annuities, Financial Advisory
Education
University of Minnesota-Twin Cities 1997 — 2002
BS, Business & Marketing
Aris Corporation December 2009 - Present
Allianz Life Financial Services, LLC May 2004 - February 2009
INVESCO Funds April 2000 - July 2003
INVESCO Funds 1998 - 2000
INVESCO Funds 1992 - 1998
Skills
401k, Retirement, Investment Advisory, Investment Management, Series 65, Sales Presentations, Group Presentations, Relationship Development, Relationship Management, Asset Management, Securities, Financial Advisory, Strategic Financial..., Qualified Retirement..., Investment Strategies, Defined Contribution, Retirement Plan..., Separately Managed...
Education
Metropolitan State University of Denver 1984 — 1988
B.S., Criminal Justice / Criminology
Allianz Life Financial Services, LLC 2007 - June 2014
Allianz Life Financial Services, LLC 2000 - 2007
Allianz Life Financial Services, LLC 1999 - 2000
Nationwide Financial 1996 - 1999
Skills
Fixed Annuities, Insurance, Series 6, Mutual Funds, Retirement, Retirement Planning, Sales, Marketing, Sales Management, Account Management, Customer Service, Marketing Communications, Sales Operations, Program Management, Management
Education
The Ohio State University 1982 — 1986
B.A., Journalism
Western & Southern Financial Group August 2015 - Present
Allianz Life Financial Services LLC May 2014 - August 2015
Forethought Financial Group, Inc. January 2013 - May 2014
The Hartford May 2007 - January 2013
Genworth July 2004 - May 2007
GE Financial Assurance July 2004 - June 2006
GE April 2002 - July 2004
Education
Bellarmine University 2000 — 2004
BA, Economics & Business Admin
Allianz Life Financial Services, LLC February 2014 - Present
Allianz Life February 2012 - Present
Allianz January 2011 - Present
Great West Retirement Services June 2009 - December 2010
Allianz December 2007 - May 2009
Allianz October 2005 - November 2007
Skills
Series 7, Series 6, Series 63, Relationship Management, Variable Annuities, Mutual Funds
Education
Luther College 2000 — 2004
Bachelor of Arts, Communications