Allianz Life Financial Services, LLC

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Allianz Life Financial Services, LLC Employees

Employee
Years
Job
Industry
Eric Herzog, CRPC® Eric Herzog, CRPC® Greater Minneapolis-St. Paul Area Details
Eric Herzog, CRPC®'s Allianz Life Financial Services, LLC Experience August 2014 - Present
Job Internal Retirement Consultant at Allianz Life Financial Services, LLC
Industry Financial Services
Experience
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

David Woodard David Woodard Austin, Texas Details
David Woodard's Allianz Life Financial Services, LLC Experience August 2006 - October 2007
Job Senior Business Development Executive
Industry Financial Services
Experience
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

Jonathan Ingalls, RICP® Jonathan Ingalls, RICP® Greater Minneapolis-St. Paul Area Details
Jonathan Ingalls, RICP®'s Allianz Life Financial Services, LLC Experience August 2013 - Present
Job Internal Retirement Consultant at Allianz Life Financial Services, LLC
Industry Financial Services
Experience
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

Eric Slack Eric Slack San Francisco Bay Area Details
Eric Slack's Allianz Life Financial Services, LLC Experience January 2008 - January 2011
Job Regional Vice President
Industry Financial Services
Experience
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

Brad Knoll, RICP, CRPC Brad Knoll, RICP, CRPC Columbus, Ohio Area Details
Brad Knoll, RICP, CRPC's Allianz Life Financial Services, LLC Experience August 2011 - Present
Job Retirement Consultant, Allianz Life Financial Services, LLC
Industry Financial Services
Experience
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

Jeremey Hill, CRPC® Jeremey Hill, CRPC® Sacramento, California Details
Jeremey Hill, CRPC®'s Allianz Life Financial Services, LLC Experience November 2013 - Present
Job Regional Vice President
Industry Financial Services
Experience
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

Marc McDaniels Marc McDaniels Greater Minneapolis-St. Paul Area Details
Marc McDaniels's Allianz Life Financial Services, LLC Experience 2003 - 2006
Job Regional Vice President at AXA Distributors, LLC
Industry Financial Services
Experience
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

Mike Ahles Mike Ahles Greater Minneapolis-St. Paul Area Details
Mike Ahles's Allianz Life Financial Services, LLC Experience 1999 - 2006
Job Senior Vice President and Secretary/Treasurer at Catholic United Financial
Industry Insurance
Experience
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

Roger Plackemeier Roger Plackemeier Greater St. Louis Area Details
Roger Plackemeier's Allianz Life Financial Services, LLC Experience July 2000 - Present
Job Regional Vice President at Allianz Life Financial Services, LLC
Industry Financial Services
Experience
Allianz Life Financial Services, LLC   July 2000 - Present

Skills
Wholesaling, Annuity, Series 6, Annuities, Series 63

Education
University of Missouri-Columbia   1982 — 1986

Roxanne Blumenthal Roxanne Blumenthal Greater Minneapolis-St. Paul Area Details
Roxanne Blumenthal's Allianz Life Financial Services, LLC Experience 1997 - Present
Job Senior Compliance Analyst
Industry Financial Services
Experience
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

Leah Kohls Leah Kohls Greater Minneapolis-St. Paul Area Details
Leah Kohls's Allianz Life Financial Services, LLC Experience June 2010 - Present
Job Sr. Operations Director at Allianz Life Financial Services LLC
Industry Insurance
Experience
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

Janette Ortiz Janette Ortiz Greater New York City Area Details
Janette Ortiz's Allianz Life Financial Services, LLC Experience May 2010 - January 2011
Job Regional Vice President at Allianz Life Financial Services, LLC
Industry Financial Services
Experience
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

Ben Bergherr, CRPC® Ben Bergherr, CRPC® Greater Minneapolis-St. Paul Area Details
Ben Bergherr, CRPC®'s Allianz Life Financial Services, LLC Experience July 2004 - Present
Job Regional Vice President at Allianz Life Financial Services, LLC
Industry Financial Services
Experience
Allianz Life Financial Services, LLC   July 2004 - Present

Education
Iowa State University   1999 — 2003
B.S., Finance

Iowa State University - College of Business

Michael Zeises Michael Zeises Greater Philadelphia Area Details
Michael Zeises's Allianz Life Financial Services, LLC Experience 2003 - Present
Job Regional VP
Industry Financial Services
Experience
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

John Scullin, CRPC® John Scullin, CRPC® Greater Minneapolis-St. Paul Area Details
John Scullin, CRPC®'s Allianz Life Financial Services, LLC Experience 2006 - June 2014
Job Customer Professional Insurance at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
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

Jim Johnson, JD, CLU, ChFC Jim Johnson, JD, CLU, ChFC Greater Minneapolis-St. Paul Area Details
Jim Johnson, JD, CLU, ChFC's Allianz Life Financial Services, LLC Experience 2005 - Present
Job VP Advanced Sales at Allianz
Industry Insurance
Experience
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

Bob Regenfuss, CRPC Bob Regenfuss, CRPC Greater Minneapolis-St. Paul Area Details
Bob Regenfuss, CRPC's Allianz Life Financial Services, LLC Experience 2004 - 2007
Job Regional Manager at Transamerica Retirement Management
Industry Financial Services
Experience
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

Vaughn Greenlees Vaughn Greenlees State College, Pennsylvania Area Details
Vaughn Greenlees's Allianz Life Financial Services, LLC Experience May 2004 - February 2009
Job Manager, Relationship Development at Aris Corporation
Industry Financial Services
Experience
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

Lisa Crooks Lisa Crooks Tampa/St. Petersburg, Florida Area Details
Lisa Crooks's Allianz Life Financial Services, LLC Experience 2007 - June 2014
Job Results oriented sales and marketing professional with expertise in communication, sales promotion, program management
Industry Marketing and Advertising
Experience
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

Brandon Campbell Brandon Campbell Fayetteville, Arkansas Area Details
Brandon Campbell's Allianz Life Financial Services, LLC Experience May 2014 - August 2015
Job Senior Regional Vice President
Industry Financial Services
Experience
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

Trevor Millberg Trevor Millberg Greater Denver Area Details
Trevor Millberg's Allianz Life Financial Services, LLC Experience February 2014 - Present
Job Regional Vice President at Allianz Life
Industry Insurance
Experience
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