Allstate Financial
Allstate Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Allstate Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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1,260 Allstate Financial employees in database. Find out everything there's to know about Allstate Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Allstate Financial Employees
Employee
Years
Job
Industry
Roger Merritt, LUTCF Roger Merritt, LUTCF's Allstate Financial Experience June 2006 - March 2007
Job Financial Planner at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers August 2014 - Present
Merritt Insurance and Financial Services January 2011 - July 2014
MassMutual April 2007 - June 2010
TCBRN January 2007 - January 2010
NAIFA 2009 - 2010
Allstate Financial June 2006 - March 2007
Allstate Financial 2006 - 2007
Foresters Equity Services, Inc. 2006 - 2007
Prudential Financial October 1992 - August 2004
Skills
Insurance, Retirement, Employee Benefits, Long Term Care, Annuities, Disability Insurance, Mutual Funds, 401k, Term Life Insurance, Health Insurance, Insurance Planning, IRA's, Investments, Estate Planning, Succession Planning, Retirement Planning, Series 7, Risk Management, Pensions, Business Planning, Financial Advisory, 401k Rollovers, Series 65, Investment Strategies, Life Insurance, Roth IRA, Small Business, Variable Annuities, Qualified Retirement..., Wealth Accumulation, Asset Allocation, Investment Advisory, Whole Life, Universal Life, IRAs, Fixed Annuities, Financial Planners, Long-term Care, Strategic Financial..., Customer Service, Series 6, Financial Services, Long Term Care Insurance, Series 63, Portfolio Management, Wealth, Finance, FINRA, Equities, Critical Illness
Education
California State University-Sacramento 1990 — 1992
BA, Sociology
Brigham Young University 1985 — 1987
Undeclared
Long Beach City College 1983 — 1985
Physical Education
Retirement Security Centers August 2014 - Present
Merritt Insurance and Financial Services January 2011 - July 2014
MassMutual April 2007 - June 2010
TCBRN January 2007 - January 2010
NAIFA 2009 - 2010
Allstate Financial June 2006 - March 2007
Allstate Financial 2006 - 2007
Foresters Equity Services, Inc. 2006 - 2007
Prudential Financial October 1992 - August 2004
Skills
Insurance, Retirement, Employee Benefits, Long Term Care, Annuities, Disability Insurance, Mutual Funds, 401k, Term Life Insurance, Health Insurance, Insurance Planning, IRA's, Investments, Estate Planning, Succession Planning, Retirement Planning, Series 7, Risk Management, Pensions, Business Planning, Financial Advisory, 401k Rollovers, Series 65, Investment Strategies, Life Insurance, Roth IRA, Small Business, Variable Annuities, Qualified Retirement..., Wealth Accumulation, Asset Allocation, Investment Advisory, Whole Life, Universal Life, IRAs, Fixed Annuities, Financial Planners, Long-term Care, Strategic Financial..., Customer Service, Series 6, Financial Services, Long Term Care Insurance, Series 63, Portfolio Management, Wealth, Finance, FINRA, Equities, Critical Illness
Education
California State University-Sacramento 1990 — 1992
BA, Sociology
Brigham Young University 1985 — 1987
Undeclared
Long Beach City College 1983 — 1985
Physical Education
Ken Hood Ken Hood's Allstate Financial Experience July 1994 - August 1995
Job Internet Services
Industry Internet
Experience
Ken Hood Services April 2003 - Present
Farmers Insurance November 2001 - November 2002
Express Scripts October 1999 - November 2001
Marketing Consultant January 1999 - October 1999
KCH Marketing Inc August 1995 - December 1998
Allstate Financial July 1994 - August 1995
Allstate September 1993 - August 1994
Blue Cross Blue Shield of Minnesota July 1993 - August 1994
Blue Cross Blue Shield of Minnesota August 1987 - August 1993
Blue Cross Blue Shield of Minnesota August 1986 - August 1987
Skills
Copywriting, HTML, Video, XHTML, Insurance, Health Insurance, Small Business, Customer Service, Marketing, Sales, Social Media Marketing, Employee Benefits, Analytics, Microsoft Office, Leadership, Web Design, Blogging, CSS, SEO, Social Media, Commercial Insurance, Facebook, Online Marketing, Email Marketing, Motorcycle
Education
Bob Jones University 1976 — 1979
Wayzata High School 1973 — 1976
Ken Hood Services April 2003 - Present
Farmers Insurance November 2001 - November 2002
Express Scripts October 1999 - November 2001
Marketing Consultant January 1999 - October 1999
KCH Marketing Inc August 1995 - December 1998
Allstate Financial July 1994 - August 1995
Allstate September 1993 - August 1994
Blue Cross Blue Shield of Minnesota July 1993 - August 1994
Blue Cross Blue Shield of Minnesota August 1987 - August 1993
Blue Cross Blue Shield of Minnesota August 1986 - August 1987
Skills
Copywriting, HTML, Video, XHTML, Insurance, Health Insurance, Small Business, Customer Service, Marketing, Sales, Social Media Marketing, Employee Benefits, Analytics, Microsoft Office, Leadership, Web Design, Blogging, CSS, SEO, Social Media, Commercial Insurance, Facebook, Online Marketing, Email Marketing, Motorcycle
Education
Bob Jones University 1976 — 1979
Wayzata High School 1973 — 1976
Tamara Bells-Shaw Tamara Bells-Shaw's Allstate Financial Experience December 2011 - Present
Job P&C Insurance Sales Producer at Allstate Financial
Industry Financial Services
Experience
Allstate Financial December 2011 - Present
US Bank August 2010 - December 2011
US Bank May 2008 - August 2010
Skills
Insurance, Retirement Planning, Customer Satisfaction, Life Insurance, Customer Service, Customer Retention, Management, Event Management, Team Management, Team Leadership, Food Service, Food Safety, Food Preparation, Food & Beverage, Employee Training, Retail Banking, Team Building, Inspiration, Physical Fitness, Financial Analysis, Sales, PowerPoint, Leadership, Sales Management, Microsoft Excel
Education
Sierra College 2008 — 2013
Triple Associate of Science (A.S.), Administration of Justice
American River College 1989 — 1992
Allstate Financial December 2011 - Present
US Bank August 2010 - December 2011
US Bank May 2008 - August 2010
Skills
Insurance, Retirement Planning, Customer Satisfaction, Life Insurance, Customer Service, Customer Retention, Management, Event Management, Team Management, Team Leadership, Food Service, Food Safety, Food Preparation, Food & Beverage, Employee Training, Retail Banking, Team Building, Inspiration, Physical Fitness, Financial Analysis, Sales, PowerPoint, Leadership, Sales Management, Microsoft Excel
Education
Sierra College 2008 — 2013
Triple Associate of Science (A.S.), Administration of Justice
American River College 1989 — 1992
Ria Wilson Ria Wilson's Allstate Financial Experience June 2000 - Present
Job Sales Manager at Allstate Financial
Industry Financial Services
Experience
Allstate Financial June 2000 - Present
Skills
Sales Management, Mutual Funds, Life Insurance, Sales, Marketing Strategy, Insurance, Team Building, Fixed Annuities
Education
Chicago State University 1978 — 1979
Allstate Financial June 2000 - Present
Skills
Sales Management, Mutual Funds, Life Insurance, Sales, Marketing Strategy, Insurance, Team Building, Fixed Annuities
Education
Chicago State University 1978 — 1979
Fabian Fierro's Allstate Financial Experience July 2011 - Present
Job Insurance Account Executive at Allstate Financial
Industry Financial Services
Experience
Allstate Financial July 2011 - Present
Bank of America December 2009 - January 2011
Excel Funding Real Estate Services, Inc. September 2004 - June 2008
Skills
Insurance, Life Insurance, Disability Insurance, Property & Casualty..., Term Life Insurance, Commercial Insurance, Underwriting, Health Insurance, General Insurance, Employee Benefits, 401k, Risk Management
Education
California State Polytechnic University-Pomona 1996 — 1998
Los Angeles Harbor College 1995 — 1997
Associate's degree, History
Bishop Montgomery
Allstate Financial July 2011 - Present
Bank of America December 2009 - January 2011
Excel Funding Real Estate Services, Inc. September 2004 - June 2008
Skills
Insurance, Life Insurance, Disability Insurance, Property & Casualty..., Term Life Insurance, Commercial Insurance, Underwriting, Health Insurance, General Insurance, Employee Benefits, 401k, Risk Management
Education
California State Polytechnic University-Pomona 1996 — 1998
Los Angeles Harbor College 1995 — 1997
Associate's degree, History
Bishop Montgomery
Jon Marley Jon Marley's Allstate Financial Experience April 2011 - Present
Job Financial Analyst at Allstate Financial
Industry Insurance
Experience
Allstate Financial April 2011 - Present
Club Quarters August 2009 - April 2011
First State Bank May 2008 - June 2009
Skills
Analysis, Microsoft Office, Management, Customer Service, Strategic Financial..., Finance, Financial Analysis, Financial Reporting, Forecasting, Budgets, Insurance, Microsoft Excel, Risk Management, Accounting, Account Reconciliation, Data Analysis, Strategic Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
M.S., Finance
Arkansas Tech University 2005 — 2009
B.S.B.A., Economics/Finance and Management/Marketing
Allstate Financial April 2011 - Present
Club Quarters August 2009 - April 2011
First State Bank May 2008 - June 2009
Skills
Analysis, Microsoft Office, Management, Customer Service, Strategic Financial..., Finance, Financial Analysis, Financial Reporting, Forecasting, Budgets, Insurance, Microsoft Excel, Risk Management, Accounting, Account Reconciliation, Data Analysis, Strategic Planning
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2009 — 2011
M.S., Finance
Arkansas Tech University 2005 — 2009
B.S.B.A., Economics/Finance and Management/Marketing
Jeff Christopher Jeff Christopher's Allstate Financial Experience 2007 - 2011
Job Benefits Manager Marlavia Benefits & Insurance, LLC
Industry Insurance
Experience
Marlavia Benefits and Insurance, LLC 2011 - Present
Allstate Financial 2007 - 2011
Pfizer 2001 - 2007
Skills
Consultative Selling, Insurance, Account Management, Sales Management, New Business Development, Contract Negotiation, Strategic Planning, Coaching, Health Insurance, Team Building, Employee Benefits, Customer Service, Customer Relations, B2B, Negotiation, Healthcare, Problem Solving, Benefits, Public Speaking, Disability Insurance, Cold Calling, Long Term Care, Long-term Care, Selling, Brokers, Term Life Insurance, Human Resources, Training, Mentoring, Onboarding, Sales Operations, Life Insurance, Benefits Administration, Health Savings Accounts, 401k, Accident, Management, Recruiting, Workers Compensation, Whole Life, Cafeteria Plans, Sales
Education
Auburn University 1979 — 1983
Bachelor of Arts, Communications/Business
Athens High School 1975 — 1979
Marlavia Benefits and Insurance, LLC 2011 - Present
Allstate Financial 2007 - 2011
Pfizer 2001 - 2007
Skills
Consultative Selling, Insurance, Account Management, Sales Management, New Business Development, Contract Negotiation, Strategic Planning, Coaching, Health Insurance, Team Building, Employee Benefits, Customer Service, Customer Relations, B2B, Negotiation, Healthcare, Problem Solving, Benefits, Public Speaking, Disability Insurance, Cold Calling, Long Term Care, Long-term Care, Selling, Brokers, Term Life Insurance, Human Resources, Training, Mentoring, Onboarding, Sales Operations, Life Insurance, Benefits Administration, Health Savings Accounts, 401k, Accident, Management, Recruiting, Workers Compensation, Whole Life, Cafeteria Plans, Sales
Education
Auburn University 1979 — 1983
Bachelor of Arts, Communications/Business
Athens High School 1975 — 1979
Valerie Curinton Valerie Curinton's Allstate Financial Experience October 2003 - Present
Job Agency Owner at Allstate
Industry Insurance
Experience
Allstate Insurance Agency October 2007 - Present
Allstate December 2003 - Present
Allstate Financial October 2003 - Present
Allstate October 2003 - December 2008
TIAA-CREF September 1997 - October 2003
Skills
63 Licensed, FINRA Series 6, Life Specialist, Rental Properties, Property and Casualty..., Senior Care Needs and..., Commercial Insurance, Series 24, Small Business, Business Management, Team Building
Education
Baruch College 1981 — 1985
BBA, Finance
Baruch College 1981 — 1985
Allstate Insurance Agency October 2007 - Present
Allstate December 2003 - Present
Allstate Financial October 2003 - Present
Allstate October 2003 - December 2008
TIAA-CREF September 1997 - October 2003
Skills
63 Licensed, FINRA Series 6, Life Specialist, Rental Properties, Property and Casualty..., Senior Care Needs and..., Commercial Insurance, Series 24, Small Business, Business Management, Team Building
Education
Baruch College 1981 — 1985
BBA, Finance
Baruch College 1981 — 1985
Ryan Guy Ryan Guy's Allstate Financial Experience 2001 - 2002
Job Director of Forensics at Modesto Junior College
Industry Higher Education
Experience
Modesto Junior College July 2014 - Present
Butte College August 2011 - June 2014
California State University, Chico March 2011 - June 2014
Kern River Outfitters May 2005 - October 2012
California State University, Chico August 2009 - May 2011
Ryan Guy IT Consulting September 2008 - August 2009
Humboldt State University February 2007 - May 2008
Humboldt State University 2008 - 2008
CTI Management Services 2002 - 2006
Allstate Financial 2001 - 2002
Skills
Blackboard, Programming, Web Design, Web Development, Research, Public Speaking, Organizational..., Teaching, SPSS, Qualitative Research, Quantitative Research
Education
California State University-Chico 2009 — 2011
MA, Communication Studies
Humboldt State University 2006 — 2008
BA, Communication, Computer Information Systems
Riverside City College 2004 — 2006
AA, General Education
Modesto Junior College July 2014 - Present
Butte College August 2011 - June 2014
California State University, Chico March 2011 - June 2014
Kern River Outfitters May 2005 - October 2012
California State University, Chico August 2009 - May 2011
Ryan Guy IT Consulting September 2008 - August 2009
Humboldt State University February 2007 - May 2008
Humboldt State University 2008 - 2008
CTI Management Services 2002 - 2006
Allstate Financial 2001 - 2002
Skills
Blackboard, Programming, Web Design, Web Development, Research, Public Speaking, Organizational..., Teaching, SPSS, Qualitative Research, Quantitative Research
Education
California State University-Chico 2009 — 2011
MA, Communication Studies
Humboldt State University 2006 — 2008
BA, Communication, Computer Information Systems
Riverside City College 2004 — 2006
AA, General Education
Christian Sellier Christian Sellier's Allstate Financial Experience 2004 - 2007
Job Internal Wholesaler at Pacific Life
Industry Financial Services
Experience
Pacific Life August 2013 - Present
BBVA Compass October 2009 - April 2013
Western & Southern Financial Group October 2008 - October 2009
Ziegler 2007 - 2008
Allstate Financial 2004 - 2007
JPMorgan Chase 2000 - 2004
Van Kampen Funds 1997 - 2000
Education
Benedictine University 1999 — 2001
University of Houston, C.T. Bauer College of Business 1990 — 1994
Finance
Pacific Life August 2013 - Present
BBVA Compass October 2009 - April 2013
Western & Southern Financial Group October 2008 - October 2009
Ziegler 2007 - 2008
Allstate Financial 2004 - 2007
JPMorgan Chase 2000 - 2004
Van Kampen Funds 1997 - 2000
Education
Benedictine University 1999 — 2001
University of Houston, C.T. Bauer College of Business 1990 — 1994
Finance
Fernando Rodriguez II's Allstate Financial Experience November 2010 - Present
Job Allstate Claims/Freelance Drafter
Industry Design
Experience
Allstate Financial November 2010 - Present
Omni Hotels October 2007 - May 2009
Skills
Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Customer Satisfaction, Windows 7
Education
Miami Dade College 2010 — 2010
Business Administration and Management, General
Allegheny College 2009 — 2009
Allstate Financial November 2010 - Present
Omni Hotels October 2007 - May 2009
Skills
Insurance, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Customer Satisfaction, Windows 7
Education
Miami Dade College 2010 — 2010
Business Administration and Management, General
Allegheny College 2009 — 2009
Chad Rainey, CFP®'s Allstate Financial Experience June 2003 - September 2005
Job Certified Financial Planner® at Edward Jones
Industry Financial Services
Experience
Edward Jones Investments April 2014 - Present
***See Prior Affiliation Summary*** March 2003 - May 2014
Allstate Insurance Company May 2012 - April 2014
Allstate Insurance September 2005 - May 2012
Allstate Financial June 2003 - September 2005
1st Global December 1999 - June 2003
Baylor University August 1995 - December 1999
Merrill Lynch Investment Managers June 1999 - August 1999
Active Wealth Management June 1999 - August 1999
Education
Baylor University 1995 — 1999
Finance, Personal Financial Planning
Baylor University - Hankamer School of Business 1995 — 1999
Finance & Financial Planning, Double Major: Finance & Financial Planning
Edward Jones Investments April 2014 - Present
***See Prior Affiliation Summary*** March 2003 - May 2014
Allstate Insurance Company May 2012 - April 2014
Allstate Insurance September 2005 - May 2012
Allstate Financial June 2003 - September 2005
1st Global December 1999 - June 2003
Baylor University August 1995 - December 1999
Merrill Lynch Investment Managers June 1999 - August 1999
Active Wealth Management June 1999 - August 1999
Education
Baylor University 1995 — 1999
Finance, Personal Financial Planning
Baylor University - Hankamer School of Business 1995 — 1999
Finance & Financial Planning, Double Major: Finance & Financial Planning
Huff Doug Huff Doug's Allstate Financial Experience March 2009 - Present
Job Exclisive Agent at Allstate Financial
Industry Financial Services
Experience
Allstate Financial March 2009 - Present
Allstate Benefits January 2007 - March 2009
Skills
Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Disability Insurance, IRAs, Long-term Care, Retirement, Retirement Planning, Series 6, Property & Casualty..., Universal Life, Long Term Care Insurance, Commercial Insurance, Umbrella Insurance, Health Insurance, Homeowners, Whole Life, Series 63, General Insurance, 401k, Mutual Funds, Casualty
Education
Abilene Christian University
Allstate Financial March 2009 - Present
Allstate Benefits January 2007 - March 2009
Skills
Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Disability Insurance, IRAs, Long-term Care, Retirement, Retirement Planning, Series 6, Property & Casualty..., Universal Life, Long Term Care Insurance, Commercial Insurance, Umbrella Insurance, Health Insurance, Homeowners, Whole Life, Series 63, General Insurance, 401k, Mutual Funds, Casualty
Education
Abilene Christian University
Alvayero Yessica Alvayero Yessica's Allstate Financial Experience January 2001 - Present
Job Insurance Agent at Allstate Financial
Industry Financial Services
Experience
Allstate Financial January 2001 - Present
Skills
Life Insurance, Term Life Insurance, Insurance, Commercial Insurance, Umbrella Insurance, Homeowners, General Insurance, Disability Insurance, Long-term Care, IRAs, Workers Compensation, Fixed Annuities, Long Term Care Insurance, Universal Life, Whole Life, Retirement, Retirement Planning
Education
Azusa Pacific University 2013 — 2017
Mt. San Jacinto Community College District 2008 — 2013
Allstate Financial January 2001 - Present
Skills
Life Insurance, Term Life Insurance, Insurance, Commercial Insurance, Umbrella Insurance, Homeowners, General Insurance, Disability Insurance, Long-term Care, IRAs, Workers Compensation, Fixed Annuities, Long Term Care Insurance, Universal Life, Whole Life, Retirement, Retirement Planning
Education
Azusa Pacific University 2013 — 2017
Mt. San Jacinto Community College District 2008 — 2013
Jo-Ann C Little Jo-Ann C Little's Allstate Financial Experience January 2002 - May 2009
Job TRIAD DIVORCE MEDIATION
Industry Legal Services
Experience
Triad Divorce Mediation/JL Consulting June 2009 - Present
Allstate Financial January 2002 - May 2009
Duerr Financial Services January 1999 - January 2002
North Island Federal Credit Union March 1996 - March 1999
California Federal Bank January 1989 - January 1996
Security First September 1983 - April 1989
Skills
Retirement Planning, Financial Planning, Succession Planning, Series 7, Small Business, divorce negotiation, Negotiation, Divorce, Team Building, Financial Advisory, Finance, Insurance, Long-term Care, Financial Services, Management, Coaching, 401k, Strategic Financial..., Investments, Wealth, Budgets, Real Estate, Wealth Management, High Net Worth..., Retirement, Financial Modeling, Estate Planning, Business Development, Strategic Planning, Program Management, Asset Allocation, Marketing, Personal Finance, Pensions, Financial Planners, Investment Advisory, Project Planning, Business Planning, Fixed Annuities, Sales, Life Insurance
Education
Institute of Divorce Financial Analysts 2006 — 2008
CDFA, finances specific to divorce
College for Financial Planning 1987 — 1989
CFP, Financial Services
California State University-Long Beach - College of Business Administration 1980 — 1983
BS, Marketing/Finance
Triad Divorce Mediation/JL Consulting June 2009 - Present
Allstate Financial January 2002 - May 2009
Duerr Financial Services January 1999 - January 2002
North Island Federal Credit Union March 1996 - March 1999
California Federal Bank January 1989 - January 1996
Security First September 1983 - April 1989
Skills
Retirement Planning, Financial Planning, Succession Planning, Series 7, Small Business, divorce negotiation, Negotiation, Divorce, Team Building, Financial Advisory, Finance, Insurance, Long-term Care, Financial Services, Management, Coaching, 401k, Strategic Financial..., Investments, Wealth, Budgets, Real Estate, Wealth Management, High Net Worth..., Retirement, Financial Modeling, Estate Planning, Business Development, Strategic Planning, Program Management, Asset Allocation, Marketing, Personal Finance, Pensions, Financial Planners, Investment Advisory, Project Planning, Business Planning, Fixed Annuities, Sales, Life Insurance
Education
Institute of Divorce Financial Analysts 2006 — 2008
CDFA, finances specific to divorce
College for Financial Planning 1987 — 1989
CFP, Financial Services
California State University-Long Beach - College of Business Administration 1980 — 1983
BS, Marketing/Finance
John Wegner John Wegner's Allstate Financial Experience April 2011 - May 2013
Job Personally Producing Sales Manager at TRANSAMERICA AGENCY NETWORK
Industry Insurance
Experience
Transamerica May 2014 - Present
Transamerica Agency Network, Inc. November 2013 - April 2014
Dignity Designs, Inc. August 2012 - March 2014
Allstate Financial April 2011 - May 2013
State Farm Insurance January 2006 - February 2011
Skills
Annuities, Long Term Care, Disability Insurance, Annuity, Insurance, Term Life Insurance, Insurance Planning, Series 6, Series 63, Long-term Care, Fixed Annuities, Financial Planners, Sales Process, Direct Sales, Sales Presentations, Permanent Life Insurance, Instructor-led Training, Employee Training, CPA, Entrepreneurship, Youth Ministry, Leadership, 401k, Property
Education
Tom Hopkins Sales Mastery Boot Camp 1999 — 1999
Sales Champion, Closing sales
Chicago State University 1979 — 1981
Bachelor of Science (B.S.), Accounting
Transamerica May 2014 - Present
Transamerica Agency Network, Inc. November 2013 - April 2014
Dignity Designs, Inc. August 2012 - March 2014
Allstate Financial April 2011 - May 2013
State Farm Insurance January 2006 - February 2011
Skills
Annuities, Long Term Care, Disability Insurance, Annuity, Insurance, Term Life Insurance, Insurance Planning, Series 6, Series 63, Long-term Care, Fixed Annuities, Financial Planners, Sales Process, Direct Sales, Sales Presentations, Permanent Life Insurance, Instructor-led Training, Employee Training, CPA, Entrepreneurship, Youth Ministry, Leadership, 401k, Property
Education
Tom Hopkins Sales Mastery Boot Camp 1999 — 1999
Sales Champion, Closing sales
Chicago State University 1979 — 1981
Bachelor of Science (B.S.), Accounting
Dean Esposito's Allstate Financial Experience January 2009 - January 2015
Job Independent Life Insurance Broker
Industry Insurance
Experience
Dean Esposito LLC February 2015 - Present
Boca Grande Fl November 2004 - Present
Allstate Financial January 2009 - January 2015
Lifestyle Family Fitness 2004 - 2008
CMS Management Services 1997 - 2000
Skills
Insurance, Health Insurance, Life Insurance, Long-term Care, Disability Insurance, Employee Benefits, Underwriting, Customer Service, Risk Management, Financial Services, Term Life Insurance, Small Business, Leadership, Sales Management, Sales, Public Speaking, Team Building, Coaching
Education
Ball State University 1989 — 1995
BS, History, Marketing, Interpersonal Relations
Fairfield College Preparatory 1985 — 1989
High School
Dean Esposito LLC February 2015 - Present
Boca Grande Fl November 2004 - Present
Allstate Financial January 2009 - January 2015
Lifestyle Family Fitness 2004 - 2008
CMS Management Services 1997 - 2000
Skills
Insurance, Health Insurance, Life Insurance, Long-term Care, Disability Insurance, Employee Benefits, Underwriting, Customer Service, Risk Management, Financial Services, Term Life Insurance, Small Business, Leadership, Sales Management, Sales, Public Speaking, Team Building, Coaching
Education
Ball State University 1989 — 1995
BS, History, Marketing, Interpersonal Relations
Fairfield College Preparatory 1985 — 1989
High School
Jon Rosdail Jon Rosdail's Allstate Financial Experience January 1991 - Present
Job Field Sales Leader at Allstate Financial
Industry Financial Services
Experience
Allstate Insurance Company January 2004 - Present
Allstate Financial January 1991 - Present
Allstate June 1987 - Present
Allstate Insurance Company January 2003 - January 2004
Allstate Insurance Company January 2001 - January 2003
Allstate Insurance Company January 2000 - January 2001
Allstate Insurance Company January 1999 - January 2000
Allstate Insurance Company January 1997 - January 1999
Allstate Insuance Company January 1991 - January 1997
Allstate Insurance Company January 1990 - January 1991
Skills
Fixed Annuities, Property & Casualty..., Series 6, Term Life Insurance, Disability Insurance, Life Insurance, Insurance, Underwriting, Claim, Employee Benefits, Long-term Care, Commercial Insurance, Casualty, Sales, Health Insurance, Leadership, Liability, Legal Liability, General Insurance, Homeowners, Renters, Retirement, Umbrella Insurance, Training, Universal Life, Whole Life
Education
California Lutheran University
BS, Business
Waldorf College
AA, Business Administration
Allstate Insurance Company January 2004 - Present
Allstate Financial January 1991 - Present
Allstate June 1987 - Present
Allstate Insurance Company January 2003 - January 2004
Allstate Insurance Company January 2001 - January 2003
Allstate Insurance Company January 2000 - January 2001
Allstate Insurance Company January 1999 - January 2000
Allstate Insurance Company January 1997 - January 1999
Allstate Insuance Company January 1991 - January 1997
Allstate Insurance Company January 1990 - January 1991
Skills
Fixed Annuities, Property & Casualty..., Series 6, Term Life Insurance, Disability Insurance, Life Insurance, Insurance, Underwriting, Claim, Employee Benefits, Long-term Care, Commercial Insurance, Casualty, Sales, Health Insurance, Leadership, Liability, Legal Liability, General Insurance, Homeowners, Renters, Retirement, Umbrella Insurance, Training, Universal Life, Whole Life
Education
California Lutheran University
BS, Business
Waldorf College
AA, Business Administration
Kelly Redcay's Allstate Financial Experience 2008 - May 2011
Job Exploring new opportunities.
Industry Marketing and Advertising
Experience
Public Relations/Freelance October 2013 - Present
Synergy Corporate Technologies November 2014 - April 2015
Symphony Workplaces August 2014 - November 2014
Freelance May 2011 - January 2014
FEI - New York Chapter 2013 - 2014
Allstate Financial 2008 - May 2011
Green Demolitions 2007 - 2007
Crossing Over With John Edward September 2002 - January 2004
American Public Transportation Association 1993 - 1995
Skills
Marketing, Social Media Marketing, Social Media, Television, Event Planning, Marketing Strategy, Facebook, Press Releases, Digital Media, Editing, Media Relations, Training, Public Relations, Customer Service, Online Marketing, Online Advertising
Education
Champlain College 1985 — 1987
Associate's degree
Connecticut School Of Broadcasting
Public Relations/Freelance October 2013 - Present
Synergy Corporate Technologies November 2014 - April 2015
Symphony Workplaces August 2014 - November 2014
Freelance May 2011 - January 2014
FEI - New York Chapter 2013 - 2014
Allstate Financial 2008 - May 2011
Green Demolitions 2007 - 2007
Crossing Over With John Edward September 2002 - January 2004
American Public Transportation Association 1993 - 1995
Skills
Marketing, Social Media Marketing, Social Media, Television, Event Planning, Marketing Strategy, Facebook, Press Releases, Digital Media, Editing, Media Relations, Training, Public Relations, Customer Service, Online Marketing, Online Advertising
Education
Champlain College 1985 — 1987
Associate's degree
Connecticut School Of Broadcasting
Mike Zick's Allstate Financial Experience September 2009 - Present
Job Agent/Manager at Allstate Financial
Industry Financial Services
Experience
Allstate Financial September 2009 - Present
Graphic Packaging International November 2004 - September 2009
Skills
Microsoft Office, Property & Casualty..., Life Insurance, Health Insurance
Education
Ball State University - College of Business 1999 — 2003
Bachelor of Science, Marketing/Fine Arts
Allstate Financial September 2009 - Present
Graphic Packaging International November 2004 - September 2009
Skills
Microsoft Office, Property & Casualty..., Life Insurance, Health Insurance
Education
Ball State University - College of Business 1999 — 2003
Bachelor of Science, Marketing/Fine Arts
Lee Haack Lee Haack's Allstate Financial Experience March 2005 - February 2012
Job Compensation Systems Analyst at CDW
Industry Information Technology and Services
Experience
CDW February 2012 - Present
Allstate Financial March 2005 - February 2012
Allstate Financial May 2003 - March 2005
Black Hills Corporation June 1998 - August 2003
Skills
Callidus, TrueComp, PL/SQL, Access, Software Project..., SQL, Excel, VBA, Team Leadership, Data Warehousing, Incentive Programs, Databases, Analysis, Oracle, Sales Compensation, Business Process, Program Management, Project Management, Visio, SDLC, Management, Requirements Gathering, Requirements Analysis, Business Analysis, Business Intelligence, Analytics, Microsoft Excel, Process Improvement, Customer Service
Education
Bellevue University 2006 — 2008
MBA, Computer Information Systems
Peru State College 2000 — 2004
Bachelors of Science, Business Administration
CDW February 2012 - Present
Allstate Financial March 2005 - February 2012
Allstate Financial May 2003 - March 2005
Black Hills Corporation June 1998 - August 2003
Skills
Callidus, TrueComp, PL/SQL, Access, Software Project..., SQL, Excel, VBA, Team Leadership, Data Warehousing, Incentive Programs, Databases, Analysis, Oracle, Sales Compensation, Business Process, Program Management, Project Management, Visio, SDLC, Management, Requirements Gathering, Requirements Analysis, Business Analysis, Business Intelligence, Analytics, Microsoft Excel, Process Improvement, Customer Service
Education
Bellevue University 2006 — 2008
MBA, Computer Information Systems
Peru State College 2000 — 2004
Bachelors of Science, Business Administration
Kyle Gardner, CRPC, AAMS, AWMA Kyle Gardner, CRPC, AAMS, AWMA's Allstate Financial Experience May 2006 - January 2010
Job Vice President at Tennyson Capital Partners
Industry Financial Services
Experience
Tennyson Capital Partners, LLC January 2015 - Present
Texas Financial Resources January 2013 - Present
Nexus Advisors, LLC January 2010 - January 2013
Allstate Financial May 2006 - January 2010
New York Life May 2004 - April 2006
SawyerFoster Insurance Group May 2003 - August 2003
Legg Mason May 2001 - August 2001
Education
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor, Accredited Asset Management Specialist
University of Mississippi - School of Business Administration 1999 — 2004
BBA, Finance
Gulfport High
Tennyson Capital Partners, LLC January 2015 - Present
Texas Financial Resources January 2013 - Present
Nexus Advisors, LLC January 2010 - January 2013
Allstate Financial May 2006 - January 2010
New York Life May 2004 - April 2006
SawyerFoster Insurance Group May 2003 - August 2003
Legg Mason May 2001 - August 2001
Education
College for Financial Planning 2006 — 2007
Chartered Retirement Planning Counselor, Accredited Asset Management Specialist
University of Mississippi - School of Business Administration 1999 — 2004
BBA, Finance
Gulfport High
David Schraub David Schraub's Allstate Financial Experience 2007 - November 2009
Job Staff Fellow at Society of Actuaries
Industry Insurance
Experience
Society of Actuaries April 2013 - Present
Actuarial Compass March 2013 - April 2013
Towers Watson February 2012 - February 2013
Aviva July 2010 - December 2011
Allstate Financial Group 2007 - November 2009
Allstate Financial 2007 - November 2009
Ernst & Young Consulting November 2004 - October 2007
Ernst & Young 2004 - 2007
BNP Paribas 2000 - 2003
Prevoir 1998 - 2000
Skills
Solvency II, Actuarial Science, Economic Capital
Education
Ecole nationale de la Statistique et de l'Administration économique 1993 — 1996
Master's degree, Actuarial Science
Society of Actuaries April 2013 - Present
Actuarial Compass March 2013 - April 2013
Towers Watson February 2012 - February 2013
Aviva July 2010 - December 2011
Allstate Financial Group 2007 - November 2009
Allstate Financial 2007 - November 2009
Ernst & Young Consulting November 2004 - October 2007
Ernst & Young 2004 - 2007
BNP Paribas 2000 - 2003
Prevoir 1998 - 2000
Skills
Solvency II, Actuarial Science, Economic Capital
Education
Ecole nationale de la Statistique et de l'Administration économique 1993 — 1996
Master's degree, Actuarial Science
Cheryl Bowker Cheryl Bowker's Allstate Financial Experience 1999 - Present
Job Allstate Insurance Agency Owner
Industry Insurance
Experience
Allstate Financial 1999 - Present
Allstate Insurance 1998 - Present
Allstate 1998 - Present
Cheryl Bowker Allstate Agency 1979 - Present
Skills
Renters, Insurance, Leadership, Commercial Insurance, Strategy, Property & Casualty..., Fixed Annuities, Motorcycle, Customer Service, General Insurance, Small Business, Term Life Insurance, Retirement Planning, Life Insurance, Retirement, Long Term Care Insurance, Umbrella Insurance, Financial Planners, Financial Planning
Education
Central Michigan University
Allstate Financial 1999 - Present
Allstate Insurance 1998 - Present
Allstate 1998 - Present
Cheryl Bowker Allstate Agency 1979 - Present
Skills
Renters, Insurance, Leadership, Commercial Insurance, Strategy, Property & Casualty..., Fixed Annuities, Motorcycle, Customer Service, General Insurance, Small Business, Term Life Insurance, Retirement Planning, Life Insurance, Retirement, Long Term Care Insurance, Umbrella Insurance, Financial Planners, Financial Planning
Education
Central Michigan University
Vincent Ferrara Vincent Ferrara's Allstate Financial Experience August 2012 - Present
Job *Financial Specialist
Industry Financial Services
Experience
Allstate Financial August 2012 - Present
Liberty Tax October 2009 - Present
CFS Investments August 1998 - December 2010
NYCB 2002 - 2004
Skills
Investments, Financial Services, Mutual Funds, Strategic Financial..., Fixed Annuities, Insurance, Retirement Planning, Finance, Life Insurance, Retirement, IRAs, Banking, Wealth Management, Series 63, Securities, Asset Allocation, 401k, Term Life Insurance, Sales, Portfolio Management, Health Insurance, Series 6, Financial Planners, CFP Candidate, IRA Rollovers, Retirement Income..., Asset Managment, IRS Enrolled Agent, Financial Planning
Education
State University of New York Empire State College 2010 — 2015
Bachelor of Science (BS), Accounting and Business/Management
Baruch College, City University of New York (CUNY) 1981 — 1982
Business
Allstate Financial August 2012 - Present
Liberty Tax October 2009 - Present
CFS Investments August 1998 - December 2010
NYCB 2002 - 2004
Skills
Investments, Financial Services, Mutual Funds, Strategic Financial..., Fixed Annuities, Insurance, Retirement Planning, Finance, Life Insurance, Retirement, IRAs, Banking, Wealth Management, Series 63, Securities, Asset Allocation, 401k, Term Life Insurance, Sales, Portfolio Management, Health Insurance, Series 6, Financial Planners, CFP Candidate, IRA Rollovers, Retirement Income..., Asset Managment, IRS Enrolled Agent, Financial Planning
Education
State University of New York Empire State College 2010 — 2015
Bachelor of Science (BS), Accounting and Business/Management
Baruch College, City University of New York (CUNY) 1981 — 1982
Business
Joy Salzwedel Fong Joy Salzwedel Fong's Allstate Financial Experience November 2007 - March 2011
Job Realtor at Arizona Realty One Group
Industry Financial Services
Experience
Arizona Realty One Group June 2013 - Present
BEPC Consulting November 2012 - May 2013
VincentBenjamin October 2011 - October 2012
Robert Half International March 2011 - October 2011
Allstate Financial November 2007 - March 2011
Woodbury Financial Services February 2005 - November 2007
Education
Arizona State University
Bachelor's degree
Arizona Realty One Group June 2013 - Present
BEPC Consulting November 2012 - May 2013
VincentBenjamin October 2011 - October 2012
Robert Half International March 2011 - October 2011
Allstate Financial November 2007 - March 2011
Woodbury Financial Services February 2005 - November 2007
Education
Arizona State University
Bachelor's degree
Sebastian Poulose's Allstate Financial Experience 2002 - 2006
Job Oracle DBA at ACS, a Xerox Company
Industry Information Technology and Services
Experience
ACS, a Xerox Company June 2013 - Present
Newedge January 2011 - Present
ACS, a Xerox Company September 2006 - Present
ACS Inc.@ McDonalds Corporation 2006 - Present
Xerox 2006 - Present
ACS, a Xerox Company 2006 - Present
ACS-INC September 2006 - November 2010
Allstate August 2002 - September 2006
McDonalds Corporation August 2002 - September 2006
Allstate Financial 2002 - 2006
Skills
RMAN, Oracle ASM, Data Modeling, SQL Tuning, Oracle RAC, Oracle, Databases, Data Warehousing, Database Administration, Performance Tuning, Unix, PL/SQL, Microsoft SQL Server, Solaris, AIX, SQL, SDLC, ETL, Oracle Applications, IBM AIX, Perl
Education
MGR College 1993 — 1997
Master of Computer Applications (MCA), Computer and Information Sciences and Support Services
University of Madras 1993 — 1996
Master, Computer Applications
Christ College - Bangalore 1990 — 1993
Bachelor of Science (BS), Computer Science
ACS, a Xerox Company June 2013 - Present
Newedge January 2011 - Present
ACS, a Xerox Company September 2006 - Present
ACS Inc.@ McDonalds Corporation 2006 - Present
Xerox 2006 - Present
ACS, a Xerox Company 2006 - Present
ACS-INC September 2006 - November 2010
Allstate August 2002 - September 2006
McDonalds Corporation August 2002 - September 2006
Allstate Financial 2002 - 2006
Skills
RMAN, Oracle ASM, Data Modeling, SQL Tuning, Oracle RAC, Oracle, Databases, Data Warehousing, Database Administration, Performance Tuning, Unix, PL/SQL, Microsoft SQL Server, Solaris, AIX, SQL, SDLC, ETL, Oracle Applications, IBM AIX, Perl
Education
MGR College 1993 — 1997
Master of Computer Applications (MCA), Computer and Information Sciences and Support Services
University of Madras 1993 — 1996
Master, Computer Applications
Christ College - Bangalore 1990 — 1993
Bachelor of Science (BS), Computer Science
Danielle Everly Danielle Everly's Allstate Financial Experience November 2002 - April 2004
Job Substitute Teacher at Newport Mesa Unified School District
Industry Individual & Family Services
Experience
Newport Mesa Unified School District December 2007 - Present
Woodranch May 2000 - October 2006
Allstate Financial November 2002 - April 2004
Bison Insurance Agency August 2001 - March 2002
Education
Azusa Pacific University 2009 — 2011
Masters, Psychology
California State University-Fullerton 2005 — 2007
BA, Sociology
Newport Mesa Unified School District December 2007 - Present
Woodranch May 2000 - October 2006
Allstate Financial November 2002 - April 2004
Bison Insurance Agency August 2001 - March 2002
Education
Azusa Pacific University 2009 — 2011
Masters, Psychology
California State University-Fullerton 2005 — 2007
BA, Sociology
Jay Jackson Jay Jackson's Allstate Financial Experience 2001 - 2002
Job Owner at Barony Financial Group
Industry Financial Services
Experience
Barony Financial Group Assist individuals, families, and small businesses to indentify their financial objectives, map a plan to achieve those objectives, and execute the plan for themselves and their heirs.Business ManagerCharleston Atlantic PresbyteryFebruary 2012 - Present
MeadWestvaco May 1984 - May 2002
Allstate Financial 2001 - 2002
PFS Investments 1999 - 2002
Skills
Investments, Strategic Planning, Sales, Budgets, Team Building, Real Estate, Asset Managment, Strategic Financial..., Process Improvement, Customer Service, Forest Management, Financial Analysis, GIS, Asset Management, Risk Management, Timber, Start-ups, Management, Finance, Accounting, Microsoft Excel, Environmental..., Change Management, Small Business, Negotiation, Contract Negotiation, Due Diligence, Environmental Awareness, Management Consulting, Forestry, Valuation, Analysis, Project Planning, New Business Development, Microsoft Office, Business Planning, Strategy, Public Speaking, Business Development, Environmental Compliance, Natural Resources, Business Strategy, Leadership, Contract Management, Insurance
Education
The Citadel 1987 — 1992
MBA, Entrepreneurship & Investing
Clemson University 1980 — 1984
BS, Forest Management
First Presbyterian Kindergarten
First Presbyterian Kindergarten
Barony Financial Group Assist individuals, families, and small businesses to indentify their financial objectives, map a plan to achieve those objectives, and execute the plan for themselves and their heirs.Business ManagerCharleston Atlantic PresbyteryFebruary 2012 - Present
MeadWestvaco May 1984 - May 2002
Allstate Financial 2001 - 2002
PFS Investments 1999 - 2002
Skills
Investments, Strategic Planning, Sales, Budgets, Team Building, Real Estate, Asset Managment, Strategic Financial..., Process Improvement, Customer Service, Forest Management, Financial Analysis, GIS, Asset Management, Risk Management, Timber, Start-ups, Management, Finance, Accounting, Microsoft Excel, Environmental..., Change Management, Small Business, Negotiation, Contract Negotiation, Due Diligence, Environmental Awareness, Management Consulting, Forestry, Valuation, Analysis, Project Planning, New Business Development, Microsoft Office, Business Planning, Strategy, Public Speaking, Business Development, Environmental Compliance, Natural Resources, Business Strategy, Leadership, Contract Management, Insurance
Education
The Citadel 1987 — 1992
MBA, Entrepreneurship & Investing
Clemson University 1980 — 1984
BS, Forest Management
First Presbyterian Kindergarten
First Presbyterian Kindergarten
Eric Ellis, MBA Eric Ellis, MBA's Allstate Financial Experience June 2005 - June 2006
Job Director of Financial Planning and Analysis at National Restaurant Association
Industry Restaurants
Experience
National Restaurant Association January 2015 - Present
National Restaurant Association July 2013 - Present
Jericho Road Ministries (NPO) January 2012 - Present
National Restaurant Association June 2012 - June 2013
Porsche Financial Services December 2011 - June 2012
Rasmussen College March 2010 - September 2011
World Kitchen December 2008 - July 2010
World Kitchen May 2007 - December 2008
Coca-Cola Enterprises June 2006 - April 2007
Allstate Financial June 2005 - June 2006
Skills
Excel, Access, Solomon, Hyperion Planning, Host Analytics, Financial Analysis, Budget Development, Capital Budgeting, Business Case..., Financial Modeling, Variance Analysis, SQL, SQL Server, Database Administration, Data Warehousing, Databases, business warehouse, Financial Reporting, Report Writing, Report Generation, Business Analysis, Budgeting, MS Office Suite, MBA, Organizational..., Month End Close, Leadership, Management, Strategic Planning, Analysis, Finance, Forecasting, Budgets
Education
Lake Forest Graduate School of Management 2005 — 2008
Master's, Business Adminstration
Carthage College 2000 — 2001
Bachelor's, Business Adminstration
National Restaurant Association January 2015 - Present
National Restaurant Association July 2013 - Present
Jericho Road Ministries (NPO) January 2012 - Present
National Restaurant Association June 2012 - June 2013
Porsche Financial Services December 2011 - June 2012
Rasmussen College March 2010 - September 2011
World Kitchen December 2008 - July 2010
World Kitchen May 2007 - December 2008
Coca-Cola Enterprises June 2006 - April 2007
Allstate Financial June 2005 - June 2006
Skills
Excel, Access, Solomon, Hyperion Planning, Host Analytics, Financial Analysis, Budget Development, Capital Budgeting, Business Case..., Financial Modeling, Variance Analysis, SQL, SQL Server, Database Administration, Data Warehousing, Databases, business warehouse, Financial Reporting, Report Writing, Report Generation, Business Analysis, Budgeting, MS Office Suite, MBA, Organizational..., Month End Close, Leadership, Management, Strategic Planning, Analysis, Finance, Forecasting, Budgets
Education
Lake Forest Graduate School of Management 2005 — 2008
Master's, Business Adminstration
Carthage College 2000 — 2001
Bachelor's, Business Adminstration
Scott Scales LUTCF's Allstate Financial Experience November 2007 - Present
Job Agency Principal Allstate Insurance Agency Owner
Industry Insurance
Experience
Allstate November 2007 - Present
Allstate Financial November 2007 - Present
Scott Scales Insurance Agency, Inc. November 2007 - Present
Scales Agency February 1984 - November 2007
Prudential Insurance 1984 - 1987
Skills
Annuities, Condos, Mutual Funds, Motorcycle, IRA's, Long Term Care, Auto, Home, Renters, Boat Insurance, Commercial Insurance, Retirement Plan...
Education
Ball State University 1977 — 1983
Business
Ball State University 1977 — 1982
Allstate November 2007 - Present
Allstate Financial November 2007 - Present
Scott Scales Insurance Agency, Inc. November 2007 - Present
Scales Agency February 1984 - November 2007
Prudential Insurance 1984 - 1987
Skills
Annuities, Condos, Mutual Funds, Motorcycle, IRA's, Long Term Care, Auto, Home, Renters, Boat Insurance, Commercial Insurance, Retirement Plan...
Education
Ball State University 1977 — 1983
Business
Ball State University 1977 — 1982
Hardin Brian's Allstate Financial Experience May 2009 - Present
Job Chat Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial May 2009 - Present
Skills
Insurance, Property & Casualty..., Customer Service, Call Centers, General Insurance, Sales, Leadership, Process Improvement, Liability, Microsoft Excel
Education
Catawba College 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business
Allstate Financial May 2009 - Present
Skills
Insurance, Property & Casualty..., Customer Service, Call Centers, General Insurance, Sales, Leadership, Process Improvement, Liability, Microsoft Excel
Education
Catawba College 2005 — 2007
Bachelor of Business Administration (B.B.A.), Business
MATT PLAISTED MATT PLAISTED's Allstate Financial Experience September 2010 - November 2012
Job AGENCY OWNER at Allstate
Industry Financial Services
Experience
Allstate September 2010 - Present
Allstate Financial September 2010 - November 2012
Skills
Fixed Annuities, IRAs, Life Insurance, Series 6, Term Life Insurance, Retirement Planning, Retirement, Disability Insurance, Insurance, Long-term Care, Series 63, Universal Life
Education
Abraham Baldwin Agricultural College
Allstate September 2010 - Present
Allstate Financial September 2010 - November 2012
Skills
Fixed Annuities, IRAs, Life Insurance, Series 6, Term Life Insurance, Retirement Planning, Retirement, Disability Insurance, Insurance, Long-term Care, Series 63, Universal Life
Education
Abraham Baldwin Agricultural College
Lee Rogers Lee Rogers's Allstate Financial Experience November 2000 - November 2006
Job Regional Marketing Manager
Industry Insurance
Experience
MN Northwest December 2013 - Present
Penn Mutual February 2009 - November 2013
Aviva plc November 2006 - February 2009
Allstate Financial November 2000 - November 2006
MetLife Financial Services November 1983 - November 2000
Education
Arizona State University 1982 — 1983
MBA, Marketing & Finance
University of Utah - David Eccles School of Business 1979 — 1982
BS, Finance, Speech Communication
MN Northwest December 2013 - Present
Penn Mutual February 2009 - November 2013
Aviva plc November 2006 - February 2009
Allstate Financial November 2000 - November 2006
MetLife Financial Services November 1983 - November 2000
Education
Arizona State University 1982 — 1983
MBA, Marketing & Finance
University of Utah - David Eccles School of Business 1979 — 1982
BS, Finance, Speech Communication
Russ Hamlin, AAMS®'s Allstate Financial Experience September 2012 - Present
Job Financial Sales Consultant, Recruiter, Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial September 2012 - Present
Edward Jones May 2007 - September 2012
First Union National Bank 1999 - 2002
Skills
Mortgage Lending, Mortgage Banking, Loans, Credit, Series 7, Loan Origination, Insurance, Wealth Management, Retirement Planning, Uniform Combined State..., Mutual Funds, Investments, Fixed Annuities, Residential Mortgages, Retirement, Portfolio Management, Strategic Financial...
Education
Auburn University 1989 — 1992
Bachelor of Science (BS), Accounting
Northwest Alabama State Junior College 1987 — 1988
Allstate Financial September 2012 - Present
Edward Jones May 2007 - September 2012
First Union National Bank 1999 - 2002
Skills
Mortgage Lending, Mortgage Banking, Loans, Credit, Series 7, Loan Origination, Insurance, Wealth Management, Retirement Planning, Uniform Combined State..., Mutual Funds, Investments, Fixed Annuities, Residential Mortgages, Retirement, Portfolio Management, Strategic Financial...
Education
Auburn University 1989 — 1992
Bachelor of Science (BS), Accounting
Northwest Alabama State Junior College 1987 — 1988
Debbie Conwell Debbie Conwell's Allstate Financial Experience May 1998 - February 2010
Job Financial Services Professional
Industry
Experience
Allstate Financial May 1998 - February 2010
Education
Central Washington University
Bachelor of Science, Business/Marketing
Allstate Financial May 1998 - February 2010
Education
Central Washington University
Bachelor of Science, Business/Marketing
Carl Tackett Carl Tackett's Allstate Financial Experience May 2013 - December 2013
Job Results oriented Senior Executive with experience in leading leaders and organizational change.
Industry Financial Services
Experience
Allstate Financial Services, LLC January 2014 - Present
Allstate Financial May 2013 - December 2013
Allstate Financial January 2005 - June 2013
Allstate Financial 2001 - 2004
Allstate 1999 - 2001
Allstate 1995 - 1999
AXA Equitable 1992 - 1995
L'Express Airlines 1988 - 1992
Skills
Property & Casualty..., Insurance, Fixed Annuities, Income Protection, Long-term Care, Series 6, Health Insurance, Disability Insurance, Term Life Insurance, Life Insurance, Series 24, Series 66, Series 51, Series 62, Series 63, Long Term Care Insurance, Estate Planning, Business Continuity..., Small Business..., Retirement Planning, Retirement, IRAs, Variable Annuities, Whole Life, Universal Life, Mutual Funds, Financial Planners, Homeowners, Critical Illness, Umbrella Insurance, FINRA, Wealth Management, 401k, Wealth Accumulation, Liability, Legal Liability, Strategic Financial..., General Insurance, Underwriting, Investments, Uniform Combined State..., Finance, Permanent Life Insurance, Series 7, Roth IRA, Accident, Securities, Financial Services, Employee Benefits, Commercial Insurance
Education
United States Military Academy at West Point
Organizational Leadership
Yale University - Yale School of Management
Educational Leadership and Administration, General
College for Financial Planning
Certified Retirement Planning Counselor
Vanderbilt University - Owen Graduate School of Management
Executive Leadership
Allstate Financial Services, LLC January 2014 - Present
Allstate Financial May 2013 - December 2013
Allstate Financial January 2005 - June 2013
Allstate Financial 2001 - 2004
Allstate 1999 - 2001
Allstate 1995 - 1999
AXA Equitable 1992 - 1995
L'Express Airlines 1988 - 1992
Skills
Property & Casualty..., Insurance, Fixed Annuities, Income Protection, Long-term Care, Series 6, Health Insurance, Disability Insurance, Term Life Insurance, Life Insurance, Series 24, Series 66, Series 51, Series 62, Series 63, Long Term Care Insurance, Estate Planning, Business Continuity..., Small Business..., Retirement Planning, Retirement, IRAs, Variable Annuities, Whole Life, Universal Life, Mutual Funds, Financial Planners, Homeowners, Critical Illness, Umbrella Insurance, FINRA, Wealth Management, 401k, Wealth Accumulation, Liability, Legal Liability, Strategic Financial..., General Insurance, Underwriting, Investments, Uniform Combined State..., Finance, Permanent Life Insurance, Series 7, Roth IRA, Accident, Securities, Financial Services, Employee Benefits, Commercial Insurance
Education
United States Military Academy at West Point
Organizational Leadership
Yale University - Yale School of Management
Educational Leadership and Administration, General
College for Financial Planning
Certified Retirement Planning Counselor
Vanderbilt University - Owen Graduate School of Management
Executive Leadership
Gregory John Ignash Gregory John Ignash's Allstate Financial Experience June 2011 - December 2012
Job Senior Consultant: Trading Data Integration Architect/Analyst at Deutsche Bank
Industry Financial Services
Experience
Eastern Shore Solutions Inc. August 2005 - Present
Deutsche Bank May 2013 - Present
Fannie Mae December 2012 - August 2013
Allstate Financial June 2011 - December 2012
Financial Industry Regulatory Authority January 2011 - June 2011
Fannie Mae February 2006 - December 2010
Fannie Mae August 2005 - February 2006
Freddie 1991 - 2005
Skills
Eagle, Misys, BlackRock Aladdin, Capital Markets, Trading Systems, Securities, Portfolio Management, Back Office, Data Warehousing, Bonds, Trading, Integration, User Acceptance Testing, Analysis, Investments, Data Analysis, SDLC, Fixed Income, Derivatives, Financial Services, Risk Management, Requirements Gathering, Business Analysis, Bloomberg, Strategy, Business Requirements, Financial Risk, Equities, Analytics, ETL, Asset Management, Financial Modeling, Valuation, Cash Management, Market Risk, Banking, Middle Office, Databases, FX Options, Options, Investment Banking, Market Data, Financial Markets, Requirements Analysis, Interest Rate..., Testing, Credit Derivatives, Vendor Management, Investment Management, Sybase
Education
American University - Kogod School of Business 1993 — 1995
MBA, Finance
Eastern Shore Solutions Inc. August 2005 - Present
Deutsche Bank May 2013 - Present
Fannie Mae December 2012 - August 2013
Allstate Financial June 2011 - December 2012
Financial Industry Regulatory Authority January 2011 - June 2011
Fannie Mae February 2006 - December 2010
Fannie Mae August 2005 - February 2006
Freddie 1991 - 2005
Skills
Eagle, Misys, BlackRock Aladdin, Capital Markets, Trading Systems, Securities, Portfolio Management, Back Office, Data Warehousing, Bonds, Trading, Integration, User Acceptance Testing, Analysis, Investments, Data Analysis, SDLC, Fixed Income, Derivatives, Financial Services, Risk Management, Requirements Gathering, Business Analysis, Bloomberg, Strategy, Business Requirements, Financial Risk, Equities, Analytics, ETL, Asset Management, Financial Modeling, Valuation, Cash Management, Market Risk, Banking, Middle Office, Databases, FX Options, Options, Investment Banking, Market Data, Financial Markets, Requirements Analysis, Interest Rate..., Testing, Credit Derivatives, Vendor Management, Investment Management, Sybase
Education
American University - Kogod School of Business 1993 — 1995
MBA, Finance
Tony Carozza Tony Carozza's Allstate Financial Experience September 2010 - December 2011
Job Account Manager at Taradel LLC
Industry Marketing and Advertising
Experience
Taradel LLC April 2014 - Present
Home Care Delivered June 2013 - April 2014
EXL Service December 2011 - June 2013
Allstate Financial September 2010 - December 2011
Genworth Financial September 2004 - August 2009
Wachovia, A Wells Fargo Company June 2000 - August 2004
StateStreet Mortgage February 1997 - May 2000
Education
Benjamin N. Cardozo School of Law, Yeshiva University
J.D., Law
Taradel LLC April 2014 - Present
Home Care Delivered June 2013 - April 2014
EXL Service December 2011 - June 2013
Allstate Financial September 2010 - December 2011
Genworth Financial September 2004 - August 2009
Wachovia, A Wells Fargo Company June 2000 - August 2004
StateStreet Mortgage February 1997 - May 2000
Education
Benjamin N. Cardozo School of Law, Yeshiva University
J.D., Law
Kelly ODC McClenon Kelly ODC McClenon's Allstate Financial Experience April 2001 - Present
Job Casualty claim service Adjuster at Allstate Financial
Industry Financial Services
Experience
Allstate Financial April 2001 - Present
Education
California State University-Fullerton 1992 — 1996
Bachelor's degree, Sociology, human services, child developement
Allstate Financial April 2001 - Present
Education
California State University-Fullerton 1992 — 1996
Bachelor's degree, Sociology, human services, child developement
Laurie Verrios's Allstate Financial Experience March 2008 - April 2012
Job Licensed Adjuster at Allstate
Industry Financial Services
Experience
Allstate April 2012 - Present
Allstate Financial March 2008 - April 2012
Merrill Lynch 2004 - 2007
Skills
Wealth Management, Public Speaking, Training, Customer Service, Retirement, Series 7, Insurance, Series 6, Microsoft Office, Newsletters, Strategic Planning, Time Management, Analysis, Employee Benefits, Microsoft Excel, Community Outreach
Education
Briarcliffe College
Bachelor of Business Administration (BBA), Management
Katherine Gibbs
Associate of Arts and Sciences (AAS)
Allstate April 2012 - Present
Allstate Financial March 2008 - April 2012
Merrill Lynch 2004 - 2007
Skills
Wealth Management, Public Speaking, Training, Customer Service, Retirement, Series 7, Insurance, Series 6, Microsoft Office, Newsletters, Strategic Planning, Time Management, Analysis, Employee Benefits, Microsoft Excel, Community Outreach
Education
Briarcliffe College
Bachelor of Business Administration (BBA), Management
Katherine Gibbs
Associate of Arts and Sciences (AAS)
Kasey Stover Kasey Stover's Allstate Financial Experience 2009 - April 2011
Job Organizational Development | Training and Development | Operations Management | Process Management | Communication
Industry Human Resources
Experience
Ameritas Life Insurance Corporation November 2013 - Present
Association of Talent Development (Lincoln) July 2014 - December 2014
Nebraska Book Company June 2012 - November 2013
ASTD Lincoln January 2012 - December 2012
Nebraska Book Company November 2011 - June 2012
Allstate Financial 2009 - April 2011
Allstate 2011 - 2011
Allstate Financial June 2008 - April 2009
Allstate Financial February 2007 - June 2008
Allstate Financial January 2003 - February 2007
Skills
Leadership Development, Strategic Sourcing, Training & Development, Six Sigma, Operations Management, Customer Service, Governance, Knowledge Management, Organizational..., Public Relations, Quality Assurance, Change Management, Employee Training, Training, Employee Engagement, Sourcing, Performance Management, Employee Relations, Organizational..., Recruiting, Interviews, Call Centers, Succession Planning, Onboarding, Talent Management, Hiring, Process Improvement, Leadership, Management, Risk Management, Customer Experience, Insurance, Cross-functional Team...
Education
Bellevue University 2008 — 2009
2009, Business Administration
Ameritas Life Insurance Corporation November 2013 - Present
Association of Talent Development (Lincoln) July 2014 - December 2014
Nebraska Book Company June 2012 - November 2013
ASTD Lincoln January 2012 - December 2012
Nebraska Book Company November 2011 - June 2012
Allstate Financial 2009 - April 2011
Allstate 2011 - 2011
Allstate Financial June 2008 - April 2009
Allstate Financial February 2007 - June 2008
Allstate Financial January 2003 - February 2007
Skills
Leadership Development, Strategic Sourcing, Training & Development, Six Sigma, Operations Management, Customer Service, Governance, Knowledge Management, Organizational..., Public Relations, Quality Assurance, Change Management, Employee Training, Training, Employee Engagement, Sourcing, Performance Management, Employee Relations, Organizational..., Recruiting, Interviews, Call Centers, Succession Planning, Onboarding, Talent Management, Hiring, Process Improvement, Leadership, Management, Risk Management, Customer Experience, Insurance, Cross-functional Team...
Education
Bellevue University 2008 — 2009
2009, Business Administration
Paul Doran Paul Doran's Allstate Financial Experience December 2008 - March 2009
Job Financial Consultant at Accretive Solutions
Industry Financial Services
Experience
Accretive Solutions January 2012 - Present
Experis (formerly Jefferson Wells) July 2005 - September 2011
Fiserv December 2010 - December 2010
Roseland Deapery January 2010 - August 2010
TMK IPSCO June 2009 - October 2009
Northern Trust March 2009 - April 2009
Allstate Financial December 2008 - March 2009
Northern Trust January 2007 - December 2008
La Rabida Children's Hospital September 2006 - December 2006
Richardson Electronics October 2005 - September 2006
Skills
SOX, Accounts Payable, Financial Accounting, Reconciliation, Compliance, Financial Analysis, Budgeting, Audit, Documentation, Financial Reporting, Accounting, Excel, Forecasting, Accounts Receivable, Financial Planning, Process Improvement, Customer Relations, Business Process..., SAP, Analysis, Payroll, Banking, Account Management, PowerPoint, Change Management, Management, Sarbanes-Oxley Act, Strategy, Auditing, Account Reconciliation, Strategic Financial..., Variance Analysis, General Ledger, Vendor Management, Cash Flow, Software Documentation, Operations Management, Managerial Finance, Sarbanes-Oxley, Risk Management, Internal Audit, Mergers & Acquisitions, Management Consulting, Internal Controls, Enterprise Risk..., Financial Modeling, Cash Management, Executive Management, Due Diligence, Cost Accounting
Education
DePaul University 2012 — 2013
Bachelor of Arts (B.A.), General Studies
Roosevelt University 2011 — 2011
Bachelor of Professional Studies Degree, Commerce
Fitzwilliam Finance and Banking College 2002 — 2004
Management Accounting, Chartered Institute of Management Accounting
Dublin Institute of Technology 1997 — 1999
Accounting Technicians
Christian Brothers College
Accretive Solutions January 2012 - Present
Experis (formerly Jefferson Wells) July 2005 - September 2011
Fiserv December 2010 - December 2010
Roseland Deapery January 2010 - August 2010
TMK IPSCO June 2009 - October 2009
Northern Trust March 2009 - April 2009
Allstate Financial December 2008 - March 2009
Northern Trust January 2007 - December 2008
La Rabida Children's Hospital September 2006 - December 2006
Richardson Electronics October 2005 - September 2006
Skills
SOX, Accounts Payable, Financial Accounting, Reconciliation, Compliance, Financial Analysis, Budgeting, Audit, Documentation, Financial Reporting, Accounting, Excel, Forecasting, Accounts Receivable, Financial Planning, Process Improvement, Customer Relations, Business Process..., SAP, Analysis, Payroll, Banking, Account Management, PowerPoint, Change Management, Management, Sarbanes-Oxley Act, Strategy, Auditing, Account Reconciliation, Strategic Financial..., Variance Analysis, General Ledger, Vendor Management, Cash Flow, Software Documentation, Operations Management, Managerial Finance, Sarbanes-Oxley, Risk Management, Internal Audit, Mergers & Acquisitions, Management Consulting, Internal Controls, Enterprise Risk..., Financial Modeling, Cash Management, Executive Management, Due Diligence, Cost Accounting
Education
DePaul University 2012 — 2013
Bachelor of Arts (B.A.), General Studies
Roosevelt University 2011 — 2011
Bachelor of Professional Studies Degree, Commerce
Fitzwilliam Finance and Banking College 2002 — 2004
Management Accounting, Chartered Institute of Management Accounting
Dublin Institute of Technology 1997 — 1999
Accounting Technicians
Christian Brothers College
Rich Bevelhimer, CPA, MBA's Allstate Financial Experience October 2000 - October 2003
Job Broker at Western Group Insurance
Industry Insurance
Experience
Western Group, Insurance August 2004 - Present
Touchstone Business Advisors September 2009 - July 2013
Questar Capital Corporation November 2004 - May 2009
Allstate Financial October 2000 - October 2003
Conseco January 1989 - September 2000
Golden Rule Insurance 1986 - 1989
Skills
Real Estate, Financial Analysis, Personal Injury, Finance, Litigation, Investments, Marketing, Sales, Securities, Strategic Financial..., Insurance, Mergers & Acquisitions, Due Diligence, Small Business, Asset Management, Estate Planning, Real Estate Transactions, Commercial Real Estate, Venture Capital, Contract Negotiation, Risk Management, Funding, Financial Services, Investment Properties
Education
Butler University 1990 — 1994
MBA, Finance
Ball State University 1981 — 1985
B.S., Accounting
Western Group, Insurance August 2004 - Present
Touchstone Business Advisors September 2009 - July 2013
Questar Capital Corporation November 2004 - May 2009
Allstate Financial October 2000 - October 2003
Conseco January 1989 - September 2000
Golden Rule Insurance 1986 - 1989
Skills
Real Estate, Financial Analysis, Personal Injury, Finance, Litigation, Investments, Marketing, Sales, Securities, Strategic Financial..., Insurance, Mergers & Acquisitions, Due Diligence, Small Business, Asset Management, Estate Planning, Real Estate Transactions, Commercial Real Estate, Venture Capital, Contract Negotiation, Risk Management, Funding, Financial Services, Investment Properties
Education
Butler University 1990 — 1994
MBA, Finance
Ball State University 1981 — 1985
B.S., Accounting
Dan Murch Dan Murch's Allstate Financial Experience April 2002 - July 2005
Job Business & Tax Consultant and Registered Tax Preparer
Industry Financial Services
Experience
Business & Tax Consultant December 2014 - Present
Horace Mann July 2011 - August 2013
CLC Incorporated August 2009 - July 2011
Bank of America Insurance Services November 2007 - November 2008
Solano Wealth Tax Services August 2006 - November 2007
Allstate Financial April 2002 - July 2005
E*Trade Financial, Inc April 1998 - April 2001
Skills
Recruiting, Retirement Planning, Investments, Insurance, Leadership, Banking, Sales Management, Team Building, Financial Services, Sales, Business Development, Business Planning, Customer Service, Marketing, Management, Mortgage Lending, Compliance, AML, Management Consulting, Fixed Annuities, Human Resources, Risk Management, Life Insurance, Small Business, Selling, Term Life Insurance, Disability Insurance, Series 6, Long-term Care, Property & Casualty..., Health Insurance, Underwriting, Retirement, Finance
Education
California State University-Sacramento 1988 — 1993
Bachelor of Arts (BA), Psychology
University of California, Los Angeles 1986 — 1988
Aerospace, Aeronautical and Astronautical/Space Engineering
Business & Tax Consultant December 2014 - Present
Horace Mann July 2011 - August 2013
CLC Incorporated August 2009 - July 2011
Bank of America Insurance Services November 2007 - November 2008
Solano Wealth Tax Services August 2006 - November 2007
Allstate Financial April 2002 - July 2005
E*Trade Financial, Inc April 1998 - April 2001
Skills
Recruiting, Retirement Planning, Investments, Insurance, Leadership, Banking, Sales Management, Team Building, Financial Services, Sales, Business Development, Business Planning, Customer Service, Marketing, Management, Mortgage Lending, Compliance, AML, Management Consulting, Fixed Annuities, Human Resources, Risk Management, Life Insurance, Small Business, Selling, Term Life Insurance, Disability Insurance, Series 6, Long-term Care, Property & Casualty..., Health Insurance, Underwriting, Retirement, Finance
Education
California State University-Sacramento 1988 — 1993
Bachelor of Arts (BA), Psychology
University of California, Los Angeles 1986 — 1988
Aerospace, Aeronautical and Astronautical/Space Engineering
Mark Levin Mark Levin's Allstate Financial Experience June 2001 - June 2004
Job College Funding Consultant at Secure Your College
Industry Financial Services
Experience
Secure Your College August 2014 - Present
Secure Your World April 2010 - Present
Lincoln Financial Advisors April 2009 - April 2010
Legend Equities April 2007 - April 2009
Raymond James August 2004 - March 2007
Allstate Financial June 2001 - June 2004
Waddell & Reed Financial Services September 1998 - June 2001
Skills
Financial Planning, Retirement Income..., Long-term Care, Disability Insurance, Estate Planning, Asset Protection, Maximizing Group..., Retirement Planning, Strategic Financial..., Tax, Retirement, Long Term Care Insurance, Term Life Insurance, Health Insurance, Series 7, Whole Life, Insurance, Investments, Mutual Funds, Financial Advisory, Wealth Management, Small Business, Investment Strategies, IRAs, Employee Benefits, Income Protection, Financial Planners, 401k, Pensions, Wealth, Wealth Accumulation, Fixed Annuities, Universal Life, Asset Allocation, Wealth Management..., Life Insurance, Finance, Roth IRA, Financial Services, Variable Annuities
Education
American University 1974 — 1977
BA, Government and Public Administation
Mather Highschool 1970 — 1974
HS Diploma, General Studies
Secure Your College August 2014 - Present
Secure Your World April 2010 - Present
Lincoln Financial Advisors April 2009 - April 2010
Legend Equities April 2007 - April 2009
Raymond James August 2004 - March 2007
Allstate Financial June 2001 - June 2004
Waddell & Reed Financial Services September 1998 - June 2001
Skills
Financial Planning, Retirement Income..., Long-term Care, Disability Insurance, Estate Planning, Asset Protection, Maximizing Group..., Retirement Planning, Strategic Financial..., Tax, Retirement, Long Term Care Insurance, Term Life Insurance, Health Insurance, Series 7, Whole Life, Insurance, Investments, Mutual Funds, Financial Advisory, Wealth Management, Small Business, Investment Strategies, IRAs, Employee Benefits, Income Protection, Financial Planners, 401k, Pensions, Wealth, Wealth Accumulation, Fixed Annuities, Universal Life, Asset Allocation, Wealth Management..., Life Insurance, Finance, Roth IRA, Financial Services, Variable Annuities
Education
American University 1974 — 1977
BA, Government and Public Administation
Mather Highschool 1970 — 1974
HS Diploma, General Studies
Deana Haskell Deana Haskell's Allstate Financial Experience August 2012 - January 2013
Job Cashier at CVS Pharmacy
Industry Pharmaceuticals
Experience
CVS Pharmacy June 2015 - Present
OptumRX February 2013 - April 2015
Allstate Financial August 2012 - January 2013
Randstad October 2009 - April 2012
Blue Cross Blue Shield of FL July 2003 - October 2008
Skills
Customer Oriented, Customer Service, Employee Benefits, Data Entry, Sales, Leadership, Call Centers, Customer Retention, Microsoft Office, Team Building, Insurance
Education
Virginia College-Jacksonville 2014 — 2015
Pharmacy Technician, Pharmacy Technician/Assistant, 3.9 GPA
Wesleyan College 1982 — 1984
Bachelor of Arts (BA), Religious Education/Psychology, 3.5
Andrew College 1980 — 1982
Associate of Arts (AA), Early Childhood Education and Teaching
CVS Pharmacy June 2015 - Present
OptumRX February 2013 - April 2015
Allstate Financial August 2012 - January 2013
Randstad October 2009 - April 2012
Blue Cross Blue Shield of FL July 2003 - October 2008
Skills
Customer Oriented, Customer Service, Employee Benefits, Data Entry, Sales, Leadership, Call Centers, Customer Retention, Microsoft Office, Team Building, Insurance
Education
Virginia College-Jacksonville 2014 — 2015
Pharmacy Technician, Pharmacy Technician/Assistant, 3.9 GPA
Wesleyan College 1982 — 1984
Bachelor of Arts (BA), Religious Education/Psychology, 3.5
Andrew College 1980 — 1982
Associate of Arts (AA), Early Childhood Education and Teaching
Thomas J McDermott Thomas J McDermott's Allstate Financial Experience August 2011 - Present
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial August 2011 - Present
Allstate Insurance March 2003 - August 2011
Skills
Asset Managment, Financial Analysis, Investments, Fixed Income, Equities, Sales, Asset Management, Securities, Financial Services, Finance, Account Management, Relationship Management, Financial Markets, Management, Entrepreneurship, Insurance, Retirement Planning, Life Insurance, Fixed Annuities, CRM, Valuation, Series 7, Term Life Insurance, Disability Insurance, IRAs, Mutual Funds, Retirement, Series 6, Property & Casualty...
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Finance & Investments
Allstate Financial August 2011 - Present
Allstate Insurance March 2003 - August 2011
Skills
Asset Managment, Financial Analysis, Investments, Fixed Income, Equities, Sales, Asset Management, Securities, Financial Services, Finance, Account Management, Relationship Management, Financial Markets, Management, Entrepreneurship, Insurance, Retirement Planning, Life Insurance, Fixed Annuities, CRM, Valuation, Series 7, Term Life Insurance, Disability Insurance, IRAs, Mutual Funds, Retirement, Series 6, Property & Casualty...
Education
Baruch College, City University of New York (CUNY) 2007 — 2010
BBA, Finance & Investments
Heather Watkins Heather Watkins's Allstate Financial Experience August 2010 - January 2013
Job I've traded in my 3 piece suits to "oops" I got paint on this shirt! And that's alright w/ me! Kid's are the best!
Industry Primary/Secondary Education
Experience
Black Rose Writing May 2014 - Present
Broad Brook Elementary School January 2011 - Present
Allstate Financial August 2010 - January 2013
John Hancock Life Insurance Company (U.S.A.) July 2007 - April 2010
MassMutual Financial Group June 2004 - December 2005
Prudential Retirement 2003 - 2004
CIGNA Retirement 2002 - 2003
Skills
Training, Sales Process, Sales Management, Sales, New Business Development, Insurance, Customer Service, Financial Services, Investments, Mutual Funds, Retirement Planning, Strategic Planning, Strategy, 401k
Education
Central Connecticut State University 1997 — 2002
BA, Communication - Public Relations and Promotions
Central Connecticut State University 1997 — 2002
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Black Rose Writing May 2014 - Present
Broad Brook Elementary School January 2011 - Present
Allstate Financial August 2010 - January 2013
John Hancock Life Insurance Company (U.S.A.) July 2007 - April 2010
MassMutual Financial Group June 2004 - December 2005
Prudential Retirement 2003 - 2004
CIGNA Retirement 2002 - 2003
Skills
Training, Sales Process, Sales Management, Sales, New Business Development, Insurance, Customer Service, Financial Services, Investments, Mutual Funds, Retirement Planning, Strategic Planning, Strategy, 401k
Education
Central Connecticut State University 1997 — 2002
BA, Communication - Public Relations and Promotions
Central Connecticut State University 1997 — 2002
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Michael S. DeLeo's Allstate Financial Experience November 2011 - July 2013
Job Energy and persistence conquer all things
Industry Health, Wellness and Fitness
Experience
Around The Clock Fitness August 2015 - Present
The Edge Fitness Clubs LLC July 2013 - July 2015
Allstate Financial November 2011 - July 2013
Skills
Coaching, Training, Selling, Sales Process, Relationship Management, Public Speaking, Public Relations, PowerPoint, Microsoft Word, Microsoft Office, Marketing Strategy, Leadership Development, Entrepreneurship, Advertising, Account Management
Education
Albertus Magnus College
Business management
Around The Clock Fitness August 2015 - Present
The Edge Fitness Clubs LLC July 2013 - July 2015
Allstate Financial November 2011 - July 2013
Skills
Coaching, Training, Selling, Sales Process, Relationship Management, Public Speaking, Public Relations, PowerPoint, Microsoft Word, Microsoft Office, Marketing Strategy, Leadership Development, Entrepreneurship, Advertising, Account Management
Education
Albertus Magnus College
Business management
Brian Bussey's Allstate Financial Experience Allstate Agency OwnerAllstate InsuranceFebruary 1987 - Present
Job Allstate Agency Owner at Allstate Insurance
Industry Insurance
Experience
Allstate Financial Allstate Agency OwnerAllstate InsuranceFebruary 1987 - Present
Education
American International College 1974 — 1979
Bachelor of Science in Buisness Adminstration
Allstate Financial Allstate Agency OwnerAllstate InsuranceFebruary 1987 - Present
Education
American International College 1974 — 1979
Bachelor of Science in Buisness Adminstration
David Samalis David Samalis's Allstate Financial Experience January 2001 - January 2003
Job Program Manager at AbbVie
Industry Pharmaceuticals
Experience
AbbVie January 2003 - Present
Allstate Financial January 2001 - January 2003
Skills
Project Management, Pharmaceutical Industry, Quality Assurance, Cross-functional Team..., Product Development, Process Improvement, Medical Devices, Biotechnology, FDA, Training, Product Launch, Change Management, GMP, Team Leadership, Healthcare, Strategy, Product Management, Vendor Management
Education
Art Institute of Fort Lauderdale
Bachelor of Science
AbbVie January 2003 - Present
Allstate Financial January 2001 - January 2003
Skills
Project Management, Pharmaceutical Industry, Quality Assurance, Cross-functional Team..., Product Development, Process Improvement, Medical Devices, Biotechnology, FDA, Training, Product Launch, Change Management, GMP, Team Leadership, Healthcare, Strategy, Product Management, Vendor Management
Education
Art Institute of Fort Lauderdale
Bachelor of Science
Jerry Heiple CLU LUTCF Jerry Heiple CLU LUTCF's Allstate Financial Experience June 2007 - Present
Job Regional Financial Sales Leader at Allstate
Industry Financial Services
Experience
Allstate July 2013 - Present
Allstate Financial June 2007 - Present
Consulting; General Agency Management January 2004 - May 2007
Foresters 1991 - 2003
Foresters 1996 - 1998
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2015
Certificate of Completion, Communication Strategies for Senior Leadership
Emory University 2012 — 2012
Certificate of Completion; Continuing Education, Strategic Planning
The American College 1990 — 1998
CLU, LUTCF
Bryan College 1974 — 1978
BA
Allstate July 2013 - Present
Allstate Financial June 2007 - Present
Consulting; General Agency Management January 2004 - May 2007
Foresters 1991 - 2003
Foresters 1996 - 1998
Education
Vanderbilt University - Owen Graduate School of Management 2015 — 2015
Certificate of Completion, Communication Strategies for Senior Leadership
Emory University 2012 — 2012
Certificate of Completion; Continuing Education, Strategic Planning
The American College 1990 — 1998
CLU, LUTCF
Bryan College 1974 — 1978
BA
Lina Shen Lina Shen's Allstate Financial Experience June 2009 - September 2014
Job Associate Accoutant
Industry Accounting
Experience
IPS Industries, Inc September 2014 - Present
Allstate Financial June 2009 - September 2014
T-Mobile February 2009 - March 2011
Disneyland June 2008 - January 2009
Skills
Outlook, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Sales Management, Microsoft Office, Insurance, Sales, Customer Satisfaction, English, Data Entry, Negotiation, Budgets, Retail, Life Insurance, Finance, Social Media, Accounting, Teamwork, Financial Accounting
Education
California State University-Long Beach 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
IPS Industries, Inc September 2014 - Present
Allstate Financial June 2009 - September 2014
T-Mobile February 2009 - March 2011
Disneyland June 2008 - January 2009
Skills
Outlook, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Sales Management, Microsoft Office, Insurance, Sales, Customer Satisfaction, English, Data Entry, Negotiation, Budgets, Retail, Life Insurance, Finance, Social Media, Accounting, Teamwork, Financial Accounting
Education
California State University-Long Beach 2004 — 2008
Bachelor of Science (B.S.), Accounting and Finance
Ryan Jantzen Ryan Jantzen's Allstate Financial Experience June 2002 - February 2009
Job Partner / Senior Financial Advisor Pacific Investment Consultants
Industry Financial Services
Experience
Pacific Investment Consultants February 2009 - Present
Allstate Financial June 2002 - February 2009
London Pacific Advisors December 1994 - June 2002
IDS Financial Services January 1991 - December 1994
Skills
Investments, Financial Services, Retirement Planning, Wealth Management..., Retirement, 401k, Portfolio Management, Finance, Fixed Annuities, Insurance, Wealth Management
Education
California State University-Sacramento 1985 — 1990
BA, Psychology
Pacific Investment Consultants February 2009 - Present
Allstate Financial June 2002 - February 2009
London Pacific Advisors December 1994 - June 2002
IDS Financial Services January 1991 - December 1994
Skills
Investments, Financial Services, Retirement Planning, Wealth Management..., Retirement, 401k, Portfolio Management, Finance, Fixed Annuities, Insurance, Wealth Management
Education
California State University-Sacramento 1985 — 1990
BA, Psychology
Jeff Spilinek Jeff Spilinek's Allstate Financial Experience October 2006 - January 2007
Job Database Engineer at Client Resources, Inc.
Industry Information Technology and Services
Experience
Client Resources, Inc. May 2015 - Present
Children's Hospital & Medical Center, Omaha Nebraska May 2008 - May 2015
First Data Corporation January 1998 - May 2008
Allstate Financial October 2006 - January 2007
Carol Wright Gifts 1997 - 1998
United States Postal Service 1991 - 1997
Skills
Mainframe, Data Modeling, SDLC, Data Warehousing, COBOL, ETL, Epic Clarity, Data Integration, Database Design, Databases, Epic Systems, JCL, Microsoft SQL Server, Unix, Unix Shell Scripting
Education
Bellevue University 1999 — 2000
Bachelor of Science, Business Information Systems
Lincoln School of Commerce 1997 — 1998
Associates Degree, Computer Programming
Client Resources, Inc. May 2015 - Present
Children's Hospital & Medical Center, Omaha Nebraska May 2008 - May 2015
First Data Corporation January 1998 - May 2008
Allstate Financial October 2006 - January 2007
Carol Wright Gifts 1997 - 1998
United States Postal Service 1991 - 1997
Skills
Mainframe, Data Modeling, SDLC, Data Warehousing, COBOL, ETL, Epic Clarity, Data Integration, Database Design, Databases, Epic Systems, JCL, Microsoft SQL Server, Unix, Unix Shell Scripting
Education
Bellevue University 1999 — 2000
Bachelor of Science, Business Information Systems
Lincoln School of Commerce 1997 — 1998
Associates Degree, Computer Programming
Spivey Rick Spivey Rick's Allstate Financial Experience July 2009 - Present
Job Agency Owner at Allstate Financial
Industry Financial Services
Experience
Allstate Financial July 2009 - Present
Skills
Fixed Annuities, IRAs, Life Insurance, Series 6, Term Life Insurance, Insurance, Series 63, Universal Life, Mutual Funds, Property & Casualty..., Variable Annuities, Whole Life, Financial Planners, Commercial Insurance, Umbrella Insurance, Homeowners, Casualty, Health Insurance, Permanent Life Insurance, General Insurance, Renters, Investments, Variable Life, Liability, Licensed Life & Health..., Marine Insurance, Licensed Property &...
Education
Arkansas State University 1978 — 1981
Bachelor’s Degree, Business Administration and Management, General
Arkansas State University 1978 — 1981
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Allstate Financial July 2009 - Present
Skills
Fixed Annuities, IRAs, Life Insurance, Series 6, Term Life Insurance, Insurance, Series 63, Universal Life, Mutual Funds, Property & Casualty..., Variable Annuities, Whole Life, Financial Planners, Commercial Insurance, Umbrella Insurance, Homeowners, Casualty, Health Insurance, Permanent Life Insurance, General Insurance, Renters, Investments, Variable Life, Liability, Licensed Life & Health..., Marine Insurance, Licensed Property &...
Education
Arkansas State University 1978 — 1981
Bachelor’s Degree, Business Administration and Management, General
Arkansas State University 1978 — 1981
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Brooke Vinson Brooke Vinson's Allstate Financial Experience January 2012 - October 2013
Job Senior Fixed Income Specialist at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2013 - Present
Allstate Financial January 2012 - October 2013
LPL Financial dba University of Hawaii Federal Credit Union 2006 - 2009
Charles Schwab 2004 - 2006
Skills
Investments, Financial Services, Finance, Portfolio Management, Mutual Funds, Banking, Leadership, Strategy, Retirement Planning, Relationship Management, Selling, Sales, Financial Advisory, Strategic Planning, Series 63, Investment Advisory, CRM, Series 7, Wealth Management, Asset Allocation, FINRA 7,63,65
Education
Illinois State University 1982 — 1987
BA, Economics
College for Financial Planning
Accredited Wealth Management Advisor
TD Ameritrade October 2013 - Present
Allstate Financial January 2012 - October 2013
LPL Financial dba University of Hawaii Federal Credit Union 2006 - 2009
Charles Schwab 2004 - 2006
Skills
Investments, Financial Services, Finance, Portfolio Management, Mutual Funds, Banking, Leadership, Strategy, Retirement Planning, Relationship Management, Selling, Sales, Financial Advisory, Strategic Planning, Series 63, Investment Advisory, CRM, Series 7, Wealth Management, Asset Allocation, FINRA 7,63,65
Education
Illinois State University 1982 — 1987
BA, Economics
College for Financial Planning
Accredited Wealth Management Advisor
Jane LaMere's Allstate Financial Experience September 2010 - July 2012
Job Life Sales Advisor at American Family Insurance
Industry Insurance
Experience
NAIFA Madison July 2015 - Present
American Family Insurance August 2012 - Present
Rotarty 2010 - Present
Allstate Financial September 2010 - July 2012
Allstate January 2005 - August 2010
Johnson Financial January 2005 - December 2005
US BANCORP January 2003 - December 2003
Skills
Public Speaking, Spreadsheets, Insurance, Retirement, Team Building, Retirement Planning, Sales Management, Excel, Mentoring, Team Leadership, PowerPoint, Compliance, Event Planning, Education, Financial Reporting, Management, Series 63, Fixed Annuities, Property & Casualty..., Investments, Life Insurance, Mutual Funds, Sales, Series 6
Education
Cardinal Stritch University 1999 — 2001
MBA, Business
University of Wisconsin-Oshkosh 1987 — 1992
Bachelors, Education
Mauston
NAIFA Madison July 2015 - Present
American Family Insurance August 2012 - Present
Rotarty 2010 - Present
Allstate Financial September 2010 - July 2012
Allstate January 2005 - August 2010
Johnson Financial January 2005 - December 2005
US BANCORP January 2003 - December 2003
Skills
Public Speaking, Spreadsheets, Insurance, Retirement, Team Building, Retirement Planning, Sales Management, Excel, Mentoring, Team Leadership, PowerPoint, Compliance, Event Planning, Education, Financial Reporting, Management, Series 63, Fixed Annuities, Property & Casualty..., Investments, Life Insurance, Mutual Funds, Sales, Series 6
Education
Cardinal Stritch University 1999 — 2001
MBA, Business
University of Wisconsin-Oshkosh 1987 — 1992
Bachelors, Education
Mauston
Andy Drennen, CFP® Andy Drennen, CFP®'s Allstate Financial Experience March 2012 - August 2013
Job Portfolio Manager at Central Trust Company
Industry Financial Services
Experience
Central Trust Company February 2015 - Present
Hawthorn Bank October 2013 - February 2015
Allstate Financial March 2012 - August 2013
Restaurant Proprietor May 2011 - February 2012
Heim, Young & Associates January 2007 - April 2011
Guaranty Bank June 2005 - August 2006
US Bank April 2004 - May 2005
Skills
Portfolio Management, Retirement Planning, Strategic Financial..., Income Tax Planning..., Inheritance Tax Planning, Estate Planning, Life Insurance, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Restaurants, Social Media, Public Speaking, Inventory Management, Hospitality, Restaurant Management, Food & Beverage, Time Management, Food, Sales, Event Management, Teamwork, Food Service, Investments, Management
Education
College for Financial Planning 2009 — 2011
Educational Requirement for CFP®, CERTIFIED FINANCIAL PLANNER™
Drury University 2001 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Drury University 2001 — 2005
Associate's degree, Business Management
Missouri Bankers Association 2014 — 2014
School of Lending
Central Trust Company February 2015 - Present
Hawthorn Bank October 2013 - February 2015
Allstate Financial March 2012 - August 2013
Restaurant Proprietor May 2011 - February 2012
Heim, Young & Associates January 2007 - April 2011
Guaranty Bank June 2005 - August 2006
US Bank April 2004 - May 2005
Skills
Portfolio Management, Retirement Planning, Strategic Financial..., Income Tax Planning..., Inheritance Tax Planning, Estate Planning, Life Insurance, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Restaurants, Social Media, Public Speaking, Inventory Management, Hospitality, Restaurant Management, Food & Beverage, Time Management, Food, Sales, Event Management, Teamwork, Food Service, Investments, Management
Education
College for Financial Planning 2009 — 2011
Educational Requirement for CFP®, CERTIFIED FINANCIAL PLANNER™
Drury University 2001 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Drury University 2001 — 2005
Associate's degree, Business Management
Missouri Bankers Association 2014 — 2014
School of Lending
Jeffrey A. Stewart, CLU®'s Allstate Financial Experience April 2014 - Present
Job Customer Solutions Consultant Team Lead at Allstate
Industry Financial Services
Experience
Allstate Financial April 2014 - Present
Allstate Financial March 2011 - April 2014
Allstate Financial May 2009 - March 2011
Allstate Financial Services, LLC January 2007 - May 2009
Allstate August 2003 - January 2007
Skills
Fixed Annuities, Series 6, Series 63, Series 7, Retirement, Life Insurance, Retirement Planning
Education
Brigham Young University 1998 — 2001
Bachelors of Science, Exercise Science and Business
Allstate Financial April 2014 - Present
Allstate Financial March 2011 - April 2014
Allstate Financial May 2009 - March 2011
Allstate Financial Services, LLC January 2007 - May 2009
Allstate August 2003 - January 2007
Skills
Fixed Annuities, Series 6, Series 63, Series 7, Retirement, Life Insurance, Retirement Planning
Education
Brigham Young University 1998 — 2001
Bachelors of Science, Exercise Science and Business
Andrew Steinmeyer Andrew Steinmeyer's Allstate Financial Experience January 2012 - November 2012
Job Financial Advisor at Raymond James & Associates Inc.
Industry Financial Services
Experience
Raymond James & Associates Inc. August 2013 - Present
SouthStar Capital, LLC February 2013 - July 2013
Folbot November 2012 - February 2013
Allstate Financial January 2012 - November 2012
Edgewater Trading, LLC August 2010 - December 2011
Automated Trading Desk, a citi company June 2004 - March 2010
Skills
Securities, Series 7, Equities, Electronic Trading, Trading Systems, Series 63, Trading, Equity Trading, Financial Markets, Retirement Planning, Small Business, Estate Planning, Capital Markets, Financial Analysis
Education
College of Charleston 2002 — 2005
Bachelor of Science (B.S.), Business with Finance Concentration
Clemson University 2001 — 2002
Engineering
Raymond James & Associates Inc. August 2013 - Present
SouthStar Capital, LLC February 2013 - July 2013
Folbot November 2012 - February 2013
Allstate Financial January 2012 - November 2012
Edgewater Trading, LLC August 2010 - December 2011
Automated Trading Desk, a citi company June 2004 - March 2010
Skills
Securities, Series 7, Equities, Electronic Trading, Trading Systems, Series 63, Trading, Equity Trading, Financial Markets, Retirement Planning, Small Business, Estate Planning, Capital Markets, Financial Analysis
Education
College of Charleston 2002 — 2005
Bachelor of Science (B.S.), Business with Finance Concentration
Clemson University 2001 — 2002
Engineering
Debbie Lorch Debbie Lorch's Allstate Financial Experience October 2004 - December 2013
Job Relationship and Sales Operations Project Manager
Industry Financial Services
Experience
Allstate Financial October 2004 - December 2013
ComEd October 1998 - October 2004
Skills
Fixed Annuities, Mutual Funds, Series 63, Life Insurance, Program Management, Management, Leadership, Retirement, Retirement Planning, Series 6, Series 7, Cross-functional Team..., Financial Services, Project Management
Education
University of Virginia Darden School of Business
Certification, Leadership College, NA
New York University - Leonard N. Stern School of Business
Certification, Leadership College, NA
Georgetown University - The McDonough School of Business
Certification, Leadership College, NA
Claremont McKenna College
Bachelor's Degree, International Economics
Allstate Financial October 2004 - December 2013
ComEd October 1998 - October 2004
Skills
Fixed Annuities, Mutual Funds, Series 63, Life Insurance, Program Management, Management, Leadership, Retirement, Retirement Planning, Series 6, Series 7, Cross-functional Team..., Financial Services, Project Management
Education
University of Virginia Darden School of Business
Certification, Leadership College, NA
New York University - Leonard N. Stern School of Business
Certification, Leadership College, NA
Georgetown University - The McDonough School of Business
Certification, Leadership College, NA
Claremont McKenna College
Bachelor's Degree, International Economics
Victoria Donnellan Victoria Donnellan's Allstate Financial Experience January 2001 - December 2010
Job Strategic management of projects and programs that are critical to the enterprise and drive competitive advantage
Industry Insurance
Experience
Emerging Business - Ivantage June 2015 - Present
Allstate Life and Retirement January 2014 - June 2015
Allstate Insurance Co 2011 - December 2013
Allstate Financial January 2001 - December 2010
Allstate Financial January 1995 - December 2001
Allstate January 1993 - February 1994
Allstate 1989 - 1993
Skills
PMP, Business Process..., PMO, Project Management, Insurance, Change Management, Visio, Program Management, Strategic Planning, Business Strategy, Business Analysis, Process Redesign, Team Leadership, Vendor Management, Risk Management, Financial Services, SDLC, Process Improvement, Requirements Gathering, Requirements Analysis, IT Strategy, Project Portfolio..., Leadership
Education
Barat College of DePaul University 1981 — 1983
BA, Economics
Emerging Business - Ivantage June 2015 - Present
Allstate Life and Retirement January 2014 - June 2015
Allstate Insurance Co 2011 - December 2013
Allstate Financial January 2001 - December 2010
Allstate Financial January 1995 - December 2001
Allstate January 1993 - February 1994
Allstate 1989 - 1993
Skills
PMP, Business Process..., PMO, Project Management, Insurance, Change Management, Visio, Program Management, Strategic Planning, Business Strategy, Business Analysis, Process Redesign, Team Leadership, Vendor Management, Risk Management, Financial Services, SDLC, Process Improvement, Requirements Gathering, Requirements Analysis, IT Strategy, Project Portfolio..., Leadership
Education
Barat College of DePaul University 1981 — 1983
BA, Economics
Stephanie Soto Stephanie Soto's Allstate Financial Experience Allstate Insurance AgentMemphis Insurance Associates2008 - Present
Job Allstate Insurance Agent at Memphis Insurance Associates
Industry Insurance
Experience
Allstate Financial Allstate Insurance AgentMemphis Insurance Associates2008 - Present
Skills
Insurance, Life Insurance, Commercial Insurance, Homeowner's Insurance, Automobile Insurance, Motorcycle Insurance, Boat Insurance, Renter's Insurance, Personal Umbrella..., Financial Services, Customer Service, Fixed Annuities, Leadership, Small Business, Health Insurance, Property & Casualty..., Casualty Insurance, Team Building, Sales, General Insurance, Public Speaking, Homeowners, Term Life Insurance, Management
Education
Brigham Young University
Master of Science (M.S.)
Allstate Financial Allstate Insurance AgentMemphis Insurance Associates2008 - Present
Skills
Insurance, Life Insurance, Commercial Insurance, Homeowner's Insurance, Automobile Insurance, Motorcycle Insurance, Boat Insurance, Renter's Insurance, Personal Umbrella..., Financial Services, Customer Service, Fixed Annuities, Leadership, Small Business, Health Insurance, Property & Casualty..., Casualty Insurance, Team Building, Sales, General Insurance, Public Speaking, Homeowners, Term Life Insurance, Management
Education
Brigham Young University
Master of Science (M.S.)
Jessica Gallt Jessica Gallt's Allstate Financial Experience December 2005 - Present
Job Allstate at Allstate Financial
Industry Financial Services
Experience
Allstate Financial December 2005 - Present
Jeff Alford Allstate Agent 1995 - Present
Skills
Insurance, Automobile, Homeowners, Renters, ATV, Snowmobile, Boat, Customer Service, Consulting, Claims Handling, Life Insurance, Term Life Insurance, Retirement Planning, Retirement, Mutual Funds, Health Insurance, Fixed Annuities, Long Term Care Insurance, Accident Insurance, Property & Casualty..., Disability Insurance
Education
Bryant and Stratton College
Bryant and Stratton College
little falls high school
Allstate Financial December 2005 - Present
Jeff Alford Allstate Agent 1995 - Present
Skills
Insurance, Automobile, Homeowners, Renters, ATV, Snowmobile, Boat, Customer Service, Consulting, Claims Handling, Life Insurance, Term Life Insurance, Retirement Planning, Retirement, Mutual Funds, Health Insurance, Fixed Annuities, Long Term Care Insurance, Accident Insurance, Property & Casualty..., Disability Insurance
Education
Bryant and Stratton College
Bryant and Stratton College
little falls high school
Andrew Duckworth Andrew Duckworth's Allstate Financial Experience June 2009 - August 2009
Job Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs July 2012 - July 2015
Goldman Sachs June 2011 - August 2011
Grosvenor Capital Management June 2010 - August 2010
Allstate Financial June 2009 - August 2009
Skills
Corporate Finance, Valuation, Financial Analysis, Financial Modeling, Investments, Bloomberg, Data Analysis, Event Planning, Leadership, Economics, Bloomberg Terminal, Social Media, Microsoft Office
Education
Claremont McKenna College 2010 — 2012
Bachelor of Arts (B.A.), Economics
Vanderbilt University 2008 — 2010
Lake Forest Academy 2004 — 2008
High School
Goldman Sachs July 2015 - Present
Goldman Sachs July 2012 - July 2015
Goldman Sachs June 2011 - August 2011
Grosvenor Capital Management June 2010 - August 2010
Allstate Financial June 2009 - August 2009
Skills
Corporate Finance, Valuation, Financial Analysis, Financial Modeling, Investments, Bloomberg, Data Analysis, Event Planning, Leadership, Economics, Bloomberg Terminal, Social Media, Microsoft Office
Education
Claremont McKenna College 2010 — 2012
Bachelor of Arts (B.A.), Economics
Vanderbilt University 2008 — 2010
Lake Forest Academy 2004 — 2008
High School
Art Panighetti Art Panighetti's Allstate Financial Experience 1991 - 1996
Job Actuary
Industry Insurance
Experience
Pacific Life August 2013 - Present
American Academy of Actuaries 2012 - Present
Northwestern Mutual Life January 1996 - August 2013
American Academy of Actuaries 2009 - 2011
Allstate Financial 1991 - 1996
Ernst & Young 1988 - 1991
Pacific Life 1985 - 1988
Skills
Actuarial Science, Economic Capital, Life Insurance, Insurance, Financial Risk, ALM, Embedded Value, Reinsurance, Fixed Annuities, Retirement, Pensions, Defined Benefit, Regulatory Affairs, Actuarial Consulting, Corporate Tax, Enterprise Risk..., Risk Management, Actuaries, Financial Modeling
Education
Binghamton University 1978 — 1981
b.s., Mathematics
Pacific Life August 2013 - Present
American Academy of Actuaries 2012 - Present
Northwestern Mutual Life January 1996 - August 2013
American Academy of Actuaries 2009 - 2011
Allstate Financial 1991 - 1996
Ernst & Young 1988 - 1991
Pacific Life 1985 - 1988
Skills
Actuarial Science, Economic Capital, Life Insurance, Insurance, Financial Risk, ALM, Embedded Value, Reinsurance, Fixed Annuities, Retirement, Pensions, Defined Benefit, Regulatory Affairs, Actuarial Consulting, Corporate Tax, Enterprise Risk..., Risk Management, Actuaries, Financial Modeling
Education
Binghamton University 1978 — 1981
b.s., Mathematics
Fernando Morgan Fernando Morgan's Allstate Financial Experience March 1987 - Present
Job Insuran at AGENT I
Industry Financial Services
Experience
Allstate Financial March 1987 - Present
AGENT I July 1982 - Present
Skills
Insurance, Risk Management, Claim, Property & Casualty..., Liability, Health Insurance, Fixed Annuities, Life Insurance, Casualty, Disability Insurance, General Insurance, Commercial Insurance, Umbrella Insurance, Legal Liability
Education
Florida International University 1982 — 1984
Bachelor's degree, Economics
Universidad Nacional Autónoma de Nicaragua
Bachelor's degree, Economics
Allstate Financial March 1987 - Present
AGENT I July 1982 - Present
Skills
Insurance, Risk Management, Claim, Property & Casualty..., Liability, Health Insurance, Fixed Annuities, Life Insurance, Casualty, Disability Insurance, General Insurance, Commercial Insurance, Umbrella Insurance, Legal Liability
Education
Florida International University 1982 — 1984
Bachelor's degree, Economics
Universidad Nacional Autónoma de Nicaragua
Bachelor's degree, Economics
Darryn Sneller's Allstate Financial Experience October 2006 - June 2008
Job
Industry Management Consulting
Experience
American Family Insurance February 2013 - April 2014
IBM July 2010 - March 2012
Milliman, Inc. June 2008 - July 2009
Allstate Financial October 2006 - June 2008
Marakon Associates July 2004 - July 2006
Arthur Andersen Business Consulting October 2000 - July 2002
Arthur Andersen Business Consulting January 2000 - September 2000
Krumm & Associates January 1998 - January 2000
Skills
Strategy, Competitive Analysis, Product Management, Competitor Intelligence, Executive Presentation..., Business Strategy, Strategic Planning, Strategic Consulting, Business Process, Management Consulting, Analytics, Change Management, Financial Modeling, Market Entry, Market Sizing, Marketing Strategy, Customer Satisfaction, Customer Segmentation..., CRM, Competitive Strategies, Data Science, Global Operations, Statistical Modeling, Regression Analysis, Game Theory, Cross-functional Team..., Project Management, Project Planning, Strategic Initiatives, Channel, Microsoft Excel, Enterprise Risk..., Growth Strategies, Profitable Growth, Market Analysis, Outsourcing, PowerPoint, Risk Assessment, Competitive Advantage, Business Development, Business Planning, Consulting, Financial Analysis, Market Research, Data Analysis, Valuation, Mergers & Acquisitions
Education
Kellogg School of Management 2002 — 2004
MBA
Northwestern University 1995 — 1998
Ph.D. Program
Boston College 1993 — 1995
Master of Arts Degree
Brandeis University 1990 — 1993
Bachelor of Arts Degree
American Family Insurance February 2013 - April 2014
IBM July 2010 - March 2012
Milliman, Inc. June 2008 - July 2009
Allstate Financial October 2006 - June 2008
Marakon Associates July 2004 - July 2006
Arthur Andersen Business Consulting October 2000 - July 2002
Arthur Andersen Business Consulting January 2000 - September 2000
Krumm & Associates January 1998 - January 2000
Skills
Strategy, Competitive Analysis, Product Management, Competitor Intelligence, Executive Presentation..., Business Strategy, Strategic Planning, Strategic Consulting, Business Process, Management Consulting, Analytics, Change Management, Financial Modeling, Market Entry, Market Sizing, Marketing Strategy, Customer Satisfaction, Customer Segmentation..., CRM, Competitive Strategies, Data Science, Global Operations, Statistical Modeling, Regression Analysis, Game Theory, Cross-functional Team..., Project Management, Project Planning, Strategic Initiatives, Channel, Microsoft Excel, Enterprise Risk..., Growth Strategies, Profitable Growth, Market Analysis, Outsourcing, PowerPoint, Risk Assessment, Competitive Advantage, Business Development, Business Planning, Consulting, Financial Analysis, Market Research, Data Analysis, Valuation, Mergers & Acquisitions
Education
Kellogg School of Management 2002 — 2004
MBA
Northwestern University 1995 — 1998
Ph.D. Program
Boston College 1993 — 1995
Master of Arts Degree
Brandeis University 1990 — 1993
Bachelor of Arts Degree
Asya Yankelevich's Allstate Financial Experience 2006 - September 2008
Job SEO Developer
Industry Marketing and Advertising
Experience
Visitor Day September 2009 - Present
Allstate Financial 2006 - September 2008
Skills
Databases, SEO, Lead Generation, E-commerce, WordPress, JavaScript, Google Analytics, Finance
Education
Cleveland State University 1996 — 1998
BBA, Business Economics
Kharkiv State Economics University 1992 — 1996
BS, Finance
Visitor Day September 2009 - Present
Allstate Financial 2006 - September 2008
Skills
Databases, SEO, Lead Generation, E-commerce, WordPress, JavaScript, Google Analytics, Finance
Education
Cleveland State University 1996 — 1998
BBA, Business Economics
Kharkiv State Economics University 1992 — 1996
BS, Finance
Jennifer Kuhn's Allstate Financial Experience January 2012 - April 2014
Job Corporate Relations
Industry Insurance
Experience
Break the Cycle February 2015 - Present
Allstate Business-To-Business April 2014 - Present
Allstate Financial January 2012 - April 2014
The Allstate Foundation August 2007 - January 2012
Office of Illinois Attorney General Lisa Madigan February 2003 - July 2007
Center for Effective Public Policy 1999 - 2000
Cook County State's Attorney's Office 1991 - 2000
Skills
Strategic Planning, Public Relations, Nonprofits, Leadership, Strategic Communications
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1988 — 1991
JD, Law
Indiana University Bloomington 1984 — 1988
BA, Telecommunications
Palatine HS 1980 — 1984
Break the Cycle February 2015 - Present
Allstate Business-To-Business April 2014 - Present
Allstate Financial January 2012 - April 2014
The Allstate Foundation August 2007 - January 2012
Office of Illinois Attorney General Lisa Madigan February 2003 - July 2007
Center for Effective Public Policy 1999 - 2000
Cook County State's Attorney's Office 1991 - 2000
Skills
Strategic Planning, Public Relations, Nonprofits, Leadership, Strategic Communications
Education
Chicago-Kent College of Law, Illinois Institute of Technology 1988 — 1991
JD, Law
Indiana University Bloomington 1984 — 1988
BA, Telecommunications
Palatine HS 1980 — 1984
Peter Carleton's Allstate Financial Experience October 2000 - September 2002
Job Relationship Manager at Charles Schwab Advisor Services
Industry Financial Services
Experience
Charles Schwab Advisor Services June 2004 - Present
Allstate Financial October 2000 - September 2002
Evergreen Investments June 1997 - September 2000
Evergreen Investment Services June 1993 - June 1997
Nordostschweizerische Kraftwerke, Baden Switwerland June 1992 - August 1992
Cowen & Company, Dean Witter Reynolds, Paine Webber July 1985 - June 1990
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA, Finance
Rollins College 1980 — 1984
B.A., Business Administration
University of Sydney 1981 — 1981
Semester Abroad, Liberal Arts
Charles Schwab Advisor Services June 2004 - Present
Allstate Financial October 2000 - September 2002
Evergreen Investments June 1997 - September 2000
Evergreen Investment Services June 1993 - June 1997
Nordostschweizerische Kraftwerke, Baden Switwerland June 1992 - August 1992
Cowen & Company, Dean Witter Reynolds, Paine Webber July 1985 - June 1990
Education
Babson College - Franklin W. Olin Graduate School of Business 1991 — 1993
MBA, Finance
Rollins College 1980 — 1984
B.A., Business Administration
University of Sydney 1981 — 1981
Semester Abroad, Liberal Arts
Timothy Dancy's Allstate Financial Experience June 2001 - June 2005
Job Consultant at TEKsystems
Industry Insurance
Experience
TEKsystems March 2015 - Present
J Talmak Inc. September 2010 - March 2015
JP Morgan Chase November 2007 - September 2010
Washington Mutual Bank September 2005 - March 2007
New Century Commercial Mortgage June 2005 - August 2005
Allstate Financial June 2001 - June 2005
GMAC Commercial Mortgage March 1996 - March 2000
Skills
Credit, Series 6, Account Management, Microsoft Office, Business Analysis, Project Management, Banking, Loans, Fixed Income, Mortgage Lending, Credit Analysis, Portfolio Management, Bloomberg, Financial Analysis, Finance, Accounting, Analysis, Management, Financial Risk, Marketing, Investment Properties, Financial Reporting, Forecasting, Access, Strategic Financial..., Budgets, Accounts Receivable, Data Analysis, Accounts Payable, Leadership, Strategic Planning, Financial Modeling, Microsoft Excel, Financial Planning
Education
National Louis University 1993 — 2006
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Illinois Institute of Technology 2000 — 2000
Certificate, Oracle and Visual Basic in Client/Server Technology
Chicago State University 1990 — 1994
Bachelor of Science (BS), Accounting and Finance
TEKsystems March 2015 - Present
J Talmak Inc. September 2010 - March 2015
JP Morgan Chase November 2007 - September 2010
Washington Mutual Bank September 2005 - March 2007
New Century Commercial Mortgage June 2005 - August 2005
Allstate Financial June 2001 - June 2005
GMAC Commercial Mortgage March 1996 - March 2000
Skills
Credit, Series 6, Account Management, Microsoft Office, Business Analysis, Project Management, Banking, Loans, Fixed Income, Mortgage Lending, Credit Analysis, Portfolio Management, Bloomberg, Financial Analysis, Finance, Accounting, Analysis, Management, Financial Risk, Marketing, Investment Properties, Financial Reporting, Forecasting, Access, Strategic Financial..., Budgets, Accounts Receivable, Data Analysis, Accounts Payable, Leadership, Strategic Planning, Financial Modeling, Microsoft Excel, Financial Planning
Education
National Louis University 1993 — 2006
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Illinois Institute of Technology 2000 — 2000
Certificate, Oracle and Visual Basic in Client/Server Technology
Chicago State University 1990 — 1994
Bachelor of Science (BS), Accounting and Finance
Donald Bader's Allstate Financial Experience August 2008 - Present
Job Personal Financial Representative, Allstate Insurance Co.
Industry Financial Services
Experience
Allstate Financial August 2008 - Present
Nationwide Financial May 2006 - June 2008
Summit/Fleet Bank December 1998 - June 2002
Paul Revere Company October 1983 - July 1997
Skills
Fixed Annuities, Retirement, Series 6, Life Insurance, Retirement Planning, IRAs, Insurance, Strategic Financial..., Long-term Care, Investments, Estate Planning, Securities, Wealth Management, Health Insurance, Financial Services, Variable Annuities, Mutual Funds, Term Life Insurance
Education
The American College 1988 — 1992
none, Insurance, Financial Planning
Bucks County Community College 1978 — 1983
Allstate Financial August 2008 - Present
Nationwide Financial May 2006 - June 2008
Summit/Fleet Bank December 1998 - June 2002
Paul Revere Company October 1983 - July 1997
Skills
Fixed Annuities, Retirement, Series 6, Life Insurance, Retirement Planning, IRAs, Insurance, Strategic Financial..., Long-term Care, Investments, Estate Planning, Securities, Wealth Management, Health Insurance, Financial Services, Variable Annuities, Mutual Funds, Term Life Insurance
Education
The American College 1988 — 1992
none, Insurance, Financial Planning
Bucks County Community College 1978 — 1983
Dana Chen's Allstate Financial Experience 1998 - 2005
Job Financial Analyst at Chevron
Industry Oil & Energy
Experience
Chevron 2013 - Present
Chevron Inc. 2007 - 2013
Chevron Inc 2005 - 2007
Allstate Financial 1998 - 2005
Skills
Finance, Analysis, Financial Analysis, Variance Analysis
Education
California State University-Hayward - School of Business and Economics 2001 — 2003
Bachelor of Science (BS), Accounting
Chevron 2013 - Present
Chevron Inc. 2007 - 2013
Chevron Inc 2005 - 2007
Allstate Financial 1998 - 2005
Skills
Finance, Analysis, Financial Analysis, Variance Analysis
Education
California State University-Hayward - School of Business and Economics 2001 — 2003
Bachelor of Science (BS), Accounting
A Tunji Kalejaiye, MBA's Allstate Financial Experience August 1997 - August 2010
Job CEO, ATK Financial Services Inc
Industry Financial Services
Experience
ATK Financial Services, Inc September 1997 - Present
VTNGLOBAL, INC. 2012 - 2014
VTNGLOBAL, INC. 2012 - 2014
Allstate Financial August 1997 - August 2010
Skills
Fixed Annuities, Marketing, Leadership, Risk Management, Insurance, General Insurance, Strategic Financial..., Life Insurance, Property & Casualty..., Financial Analysis, Sales, Underwriting, Banking, Finance, Investments, Retirement Planning, Term Life Insurance
Education
Illinois State University 1977 — 1979
Master of Business Administration (MBA), Finance and Financial Management Services
Alabama Agricultural and Mechanical University 1976 — 1977
B.Sc, Accounting
Babcock University (formerly Adventists College, Ilishan Remo Nigeria 1973 — 1975
Diploma in Business Administratio, Business Administration and Management, General
ATK Financial Services, Inc September 1997 - Present
VTNGLOBAL, INC. 2012 - 2014
VTNGLOBAL, INC. 2012 - 2014
Allstate Financial August 1997 - August 2010
Skills
Fixed Annuities, Marketing, Leadership, Risk Management, Insurance, General Insurance, Strategic Financial..., Life Insurance, Property & Casualty..., Financial Analysis, Sales, Underwriting, Banking, Finance, Investments, Retirement Planning, Term Life Insurance
Education
Illinois State University 1977 — 1979
Master of Business Administration (MBA), Finance and Financial Management Services
Alabama Agricultural and Mechanical University 1976 — 1977
B.Sc, Accounting
Babcock University (formerly Adventists College, Ilishan Remo Nigeria 1973 — 1975
Diploma in Business Administratio, Business Administration and Management, General
L Ross Van Houten's Allstate Financial Experience June 2011 - Present
Job Allstate Financial Northwest Region
Industry Financial Services
Experience
Allstate Financial June 2011 - Present
Skills
Investments, Strategic Financial...
Education
Seattle University School of Law 1994 — 1997
Juris Doctor (J.D.), Trust and Estate, General Jurisprudence
College for Financial Planning 1984 — 1987
Certified Financial Planner
National University 1980 — 1983
Master of Business Administration (M.B.A.), Financial Management
The University of New Mexico 1973 — 1976
Bachelor's Degree, Economics and Political Science
Allstate Financial June 2011 - Present
Skills
Investments, Strategic Financial...
Education
Seattle University School of Law 1994 — 1997
Juris Doctor (J.D.), Trust and Estate, General Jurisprudence
College for Financial Planning 1984 — 1987
Certified Financial Planner
National University 1980 — 1983
Master of Business Administration (M.B.A.), Financial Management
The University of New Mexico 1973 — 1976
Bachelor's Degree, Economics and Political Science
Fatisha Murch's Allstate Financial Experience 2002 - 2005
Job Field Compliance Principal at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC 2007 - Present
Allstate Insurance 2005 - 2007
Allstate Financial 2002 - 2005
E*TRADE Financial 1999 - March 2002
Education
California State University-Fresno 1992 — 1997
Bachelor's degree, Communication Sciences and Disorders, General
Allstate Financial Services, LLC 2007 - Present
Allstate Insurance 2005 - 2007
Allstate Financial 2002 - 2005
E*TRADE Financial 1999 - March 2002
Education
California State University-Fresno 1992 — 1997
Bachelor's degree, Communication Sciences and Disorders, General
Bill Wiebelhaus's Allstate Financial Experience August 2000 - December 2011
Job Sr Vice President, Information Technology at Pharmacists Mutual Insurance Company
Industry Information Technology and Services
Experience
Pharmacists Mutual Insurance Company December 2011 - Present
Allstate Financial August 2000 - December 2011
First Data Corporation 1997 - 2000
Skills
Insurance, SDLC, IT Strategy, Vendor Management, Enterprise Architecture, Business Analysis, Business Intelligence, Business Process, Business Process..., Change Management, Financial Services, PMO, Process Improvement, Requirements Analysis, Requirements Gathering, Risk Management, Strategy, Visio, Disaster Recovery, PMP, Software Project..., IT Management
Education
Bellevue University 2001 — 2002
BS, Management of Information Systems
Southeast Community College 1996 — 1997
Associates, Computer Programming Technology
Pharmacists Mutual Insurance Company December 2011 - Present
Allstate Financial August 2000 - December 2011
First Data Corporation 1997 - 2000
Skills
Insurance, SDLC, IT Strategy, Vendor Management, Enterprise Architecture, Business Analysis, Business Intelligence, Business Process, Business Process..., Change Management, Financial Services, PMO, Process Improvement, Requirements Analysis, Requirements Gathering, Risk Management, Strategy, Visio, Disaster Recovery, PMP, Software Project..., IT Management
Education
Bellevue University 2001 — 2002
BS, Management of Information Systems
Southeast Community College 1996 — 1997
Associates, Computer Programming Technology
Darcie Steinmetz's Allstate Financial Experience December 2008 - Present
Job PFR
Industry Insurance
Experience
Allstate Financial December 2008 - Present
Allstate 2008 - 2012
IHStrategies April 2000 - April 2008
Education
Arizona State University 1990 — 1994
Allstate Financial December 2008 - Present
Allstate 2008 - 2012
IHStrategies April 2000 - April 2008
Education
Arizona State University 1990 — 1994
Laurie Fitzgerald's Allstate Financial Experience September 2002 - September 2008
Job Meeting Manager at Allstate Insurance
Industry Hospitality
Experience
Allstate Insurance September 2008 - Present
Allstate Financial September 2002 - September 2008
International DB2 Users Group 1992 - 2002
IDUG 1992 - 2002
SmithBucklin 1988 - 2002
Four Seasons Hotels and Resorts 1988 - 1993
Ritz-Carlton Chicago/Four Seasons Hotels and Resorts 1983 - 1988
Education
Albion College 1978 — 1982
BA, Spanish, Biology
Allstate Insurance September 2008 - Present
Allstate Financial September 2002 - September 2008
International DB2 Users Group 1992 - 2002
IDUG 1992 - 2002
SmithBucklin 1988 - 2002
Four Seasons Hotels and Resorts 1988 - 1993
Ritz-Carlton Chicago/Four Seasons Hotels and Resorts 1983 - 1988
Education
Albion College 1978 — 1982
BA, Spanish, Biology
Anupa George's Allstate Financial Experience Information AnalystAllstate Insurance Company2003 - Present
Job Data Analyst at Allstate Financial
Industry Information Technology and Services
Experience
Allstate Financial Information AnalystAllstate Insurance Company2003 - Present
Education
Bharathidasan University
Allstate Financial Information AnalystAllstate Insurance Company2003 - Present
Education
Bharathidasan University
Joseph Rafson's Allstate Financial Experience April 1997 - April 2009
Job Appointed Actuary and VP at Resolution Life
Industry Insurance
Experience
Resolution Life June 2014 - Present
KPMG June 2009 - May 2014
Allstate Financial April 1997 - April 2009
Allstate Insurance April 1997 - April 2009
Allstate Insurance 2006 - 2009
KPMG Peat Marwick April 1993 - April 1997
Skills
Actuarial Science, ALM, Enterprise Risk..., Reinsurance, Insurance, Risk Management, Fixed Annuities, Financial Modeling, Life Insurance, Financial Risk, Economic Capital, Financial Services, Pensions, Valuation, Solvency II, Portfolio Management, Strategic Financial..., Corporate Finance, Derivatives, Retirement Planning, Retirement, Mutual Funds, Risk Analysis, Investments, General Insurance, Capital Management, Due Diligence, Asset Management, Fixed Income, Asset Allocation, Financial Reporting, Mergers & Acquisitions, Financial Analysis
Education
Brown University 1980 — 1983
BA, Math
Resolution Life June 2014 - Present
KPMG June 2009 - May 2014
Allstate Financial April 1997 - April 2009
Allstate Insurance April 1997 - April 2009
Allstate Insurance 2006 - 2009
KPMG Peat Marwick April 1993 - April 1997
Skills
Actuarial Science, ALM, Enterprise Risk..., Reinsurance, Insurance, Risk Management, Fixed Annuities, Financial Modeling, Life Insurance, Financial Risk, Economic Capital, Financial Services, Pensions, Valuation, Solvency II, Portfolio Management, Strategic Financial..., Corporate Finance, Derivatives, Retirement Planning, Retirement, Mutual Funds, Risk Analysis, Investments, General Insurance, Capital Management, Due Diligence, Asset Management, Fixed Income, Asset Allocation, Financial Reporting, Mergers & Acquisitions, Financial Analysis
Education
Brown University 1980 — 1983
BA, Math
R. Ivan Wenzel's Allstate Financial Experience April 1993 - Present
Job Personal Financial Rep. at Allstate Financial
Industry Financial Services
Experience
Allstate Financial April 1993 - Present
R Ivan Wenzel Financial Services Corporation April 1988 - Present
Calif. Franchise Tax Board June 1985 - January 1989
Skills
Financial Analysis, Income Protection, Life Insurance, Retirement Planning, Fixed Annuities, Indexed Annuities, 401k Rollovers, Traditional IRA, Roth IRA, Simple IRA, SEP IRA, Business Planning, Voluntary Employee..., Disability Insurance, Long Term Care Insurance, College Funding..., Charitable Gift..., Strategic Planning, Team Management, Property & Casualty..., Term Life Insurance, Insurance, Health Insurance, Long-term Care, Sales, General Insurance, Commercial Insurance, Finance
Education
California State University-San Bernardino 1981 — 1985
Bachelor’s Degree, Accounting and Business/Management
Allstate Financial April 1993 - Present
R Ivan Wenzel Financial Services Corporation April 1988 - Present
Calif. Franchise Tax Board June 1985 - January 1989
Skills
Financial Analysis, Income Protection, Life Insurance, Retirement Planning, Fixed Annuities, Indexed Annuities, 401k Rollovers, Traditional IRA, Roth IRA, Simple IRA, SEP IRA, Business Planning, Voluntary Employee..., Disability Insurance, Long Term Care Insurance, College Funding..., Charitable Gift..., Strategic Planning, Team Management, Property & Casualty..., Term Life Insurance, Insurance, Health Insurance, Long-term Care, Sales, General Insurance, Commercial Insurance, Finance
Education
California State University-San Bernardino 1981 — 1985
Bachelor’s Degree, Accounting and Business/Management
Cedric Sanders's Allstate Financial Experience January 1996 - December 1999
Job Realtor at Wardley RE
Industry Real Estate
Experience
Wardley Real Estate June 2010 - Present
CA SANDERS & Company January 2004 - June 2011
Lindamood-Bell Learning Processes June 2006 - March 2009
Allstate January 2002 - 2006
Allstate Financial January 1996 - December 1999
Allstate January 1993 - December 1995
Skills
Project Management, Process Improvement, Change Management, Human Resources, ITIL Certified, Real Estate, Negotiation, Management, Real Estate Transactions, Property, Property Management, Investment Properties, Relocation, Finance, Selling, Sales, Customer Service, Contract Negotiation, Marketing, Short Sales
Education
Cleveland State University
Sociology
Ohio University
Political Science
Wardley Real Estate June 2010 - Present
CA SANDERS & Company January 2004 - June 2011
Lindamood-Bell Learning Processes June 2006 - March 2009
Allstate January 2002 - 2006
Allstate Financial January 1996 - December 1999
Allstate January 1993 - December 1995
Skills
Project Management, Process Improvement, Change Management, Human Resources, ITIL Certified, Real Estate, Negotiation, Management, Real Estate Transactions, Property, Property Management, Investment Properties, Relocation, Finance, Selling, Sales, Customer Service, Contract Negotiation, Marketing, Short Sales
Education
Cleveland State University
Sociology
Ohio University
Political Science
Jason Karcher's Allstate Financial Experience July 2011 - December 2012
Job Actuary at Milliman
Industry Insurance
Experience
Milliman January 2013 - Present
Allstate Financial July 2011 - December 2012
Big Foot Union High School August 2008 - June 2011
Tutor.com September 2006 - May 2011
Chicago Public Schools August 2007 - June 2008
University of Illinois at Chicago August 2004 - May 2007
California State University, Long Beach August 2002 - May 2004
Racesearch.com June 2000 - December 2000
Laurel Technical Services September 1997 - August 1999
Skills
Statistics, Data Analysis, Teaching, Mathematics Education, Higher Education, Access, Tutoring, Research
Education
Benedictine University 2007 — 2008
Type 09 Teaching Certificate, High School Mathematics Education
Univeristy of Illinois, Chicago 2004 — 2007
M.S., Mathematics
California State University-Long Beach 2002 — 2004
M.S., Mathematics
California State University-Long Beach 1998 — 2002
B.S., Mathematics
Milliman January 2013 - Present
Allstate Financial July 2011 - December 2012
Big Foot Union High School August 2008 - June 2011
Tutor.com September 2006 - May 2011
Chicago Public Schools August 2007 - June 2008
University of Illinois at Chicago August 2004 - May 2007
California State University, Long Beach August 2002 - May 2004
Racesearch.com June 2000 - December 2000
Laurel Technical Services September 1997 - August 1999
Skills
Statistics, Data Analysis, Teaching, Mathematics Education, Higher Education, Access, Tutoring, Research
Education
Benedictine University 2007 — 2008
Type 09 Teaching Certificate, High School Mathematics Education
Univeristy of Illinois, Chicago 2004 — 2007
M.S., Mathematics
California State University-Long Beach 2002 — 2004
M.S., Mathematics
California State University-Long Beach 1998 — 2002
B.S., Mathematics
Patti Yedor's Allstate Financial Experience 2011 - Present
Job PMO Manager
Industry Information Technology and Services
Experience
Allstate Financial 2011 - Present
Allstate 2006 - 2011
Allstate Financial 2002 - 2006
Allstate Financial 1999 - 2002
Broadway & Seymour 1994 - 1999
Impact Technologies Group 1993 - 1994
Skills
PMP, Project Management, SDLC, PMO, Project Portfolio..., IT Strategy, Software Project..., Program Management, Leadership, Management, Financial Services, Software Development, Cross-functional Team..., Strategy, Integration
Education
Clemson University 1988 — 1992
Bachelor of Science (B.S.), Computer Information Systems
Lake Forest Graduate School of Management
Allstate Financial 2011 - Present
Allstate 2006 - 2011
Allstate Financial 2002 - 2006
Allstate Financial 1999 - 2002
Broadway & Seymour 1994 - 1999
Impact Technologies Group 1993 - 1994
Skills
PMP, Project Management, SDLC, PMO, Project Portfolio..., IT Strategy, Software Project..., Program Management, Leadership, Management, Financial Services, Software Development, Cross-functional Team..., Strategy, Integration
Education
Clemson University 1988 — 1992
Bachelor of Science (B.S.), Computer Information Systems
Lake Forest Graduate School of Management
William Witzke's Allstate Financial Experience March 2006 - March 2010
Job Allstate Agency
Industry Financial Services
Experience
Witzke Family Insurance Agency December 2014 - Present
Allstate Financial Services, March 2010 - Present
Allstate Financial March 2006 - March 2010
Allstate distributors 2001 - January 2006
Allstate Insurance 2001 - January 2006
Gateway Investments, LLC June 1997 - April 2001
Franklin Templeton Investments April 1996 - June 1997
Lexington Capital Management 1994 - 1996
Lexington Capital Management 1994 - 1996
Lexington Capital Management 1994 - 1996
Skills
Finance, Recruiting, Management, Sales, Retirement, Term Life Insurance, Financial Services, Property & Casualty..., Fixed Annuities, Insurance, Life Insurance, Investments, Small Business, Disability Insurance, Series 6, Casualty, Health Insurance, Commercial Insurance
Education
California State University-Sacramento 1987 — 1988
BS, Finance
Marysville, CA
Witzke Family Insurance Agency December 2014 - Present
Allstate Financial Services, March 2010 - Present
Allstate Financial March 2006 - March 2010
Allstate distributors 2001 - January 2006
Allstate Insurance 2001 - January 2006
Gateway Investments, LLC June 1997 - April 2001
Franklin Templeton Investments April 1996 - June 1997
Lexington Capital Management 1994 - 1996
Lexington Capital Management 1994 - 1996
Lexington Capital Management 1994 - 1996
Skills
Finance, Recruiting, Management, Sales, Retirement, Term Life Insurance, Financial Services, Property & Casualty..., Fixed Annuities, Insurance, Life Insurance, Investments, Small Business, Disability Insurance, Series 6, Casualty, Health Insurance, Commercial Insurance
Education
California State University-Sacramento 1987 — 1988
BS, Finance
Marysville, CA
Brian Rhoads's Allstate Financial Experience August 2004 - July 2006
Job Practice Leader at Quantitative Risk Management
Industry Financial Services
Experience
Quantitative Risk Management August 2006 - Present
Allstate Financial August 2004 - July 2006
Quantitative Risk Management July 1999 - July 2004
Allstate Insurance June 1997 - June 1999
Education
The University of Chicago 2003 — 2006
Master's, Financial Mathematics
Augustana College 1993 — 1997
BA, Math, Econ, Finance
Quantitative Risk Management August 2006 - Present
Allstate Financial August 2004 - July 2006
Quantitative Risk Management July 1999 - July 2004
Allstate Insurance June 1997 - June 1999
Education
The University of Chicago 2003 — 2006
Master's, Financial Mathematics
Augustana College 1993 — 1997
BA, Math, Econ, Finance
Keeley Moore's Allstate Financial Experience September 2001 - March 2012
Job President at All Choice Insurance Group
Industry Financial Services
Experience
All Choice Insurance Group November 2012 - Present
Moore Money Investments April 2012 - Present
Allstate Financial September 2001 - March 2012
Prudential Securities October 1997 - August 2001
Alabama Highway Department December 1993 - November 1997
Skills
Retirement, Investments, Financial Markets, Retirement Planning, Series 7, Wealth Accumulation, Financial Advice, Asset Allocation, Annuities, IRA's, Fixed Annuities, IRAs, Financial Advisory, Finance, Investment Advisory, Insurance, Wealth Management, Mutual Funds, 401k, Estate Planning, Strategic Financial..., Disability Insurance, Term Life Insurance, Long-term Care, Life Insurance, Securities, Financial Planners, Long Term Care Insurance, Small Business, Series 63, Financial Services, Financial Planning
Education
Auburn University 1990 — 1993
Bachelor of Science, Civil Engineering
University of Mobile 1989 — 1990
Began Undergraduate Studies, Pre-Engineering
All Choice Insurance Group November 2012 - Present
Moore Money Investments April 2012 - Present
Allstate Financial September 2001 - March 2012
Prudential Securities October 1997 - August 2001
Alabama Highway Department December 1993 - November 1997
Skills
Retirement, Investments, Financial Markets, Retirement Planning, Series 7, Wealth Accumulation, Financial Advice, Asset Allocation, Annuities, IRA's, Fixed Annuities, IRAs, Financial Advisory, Finance, Investment Advisory, Insurance, Wealth Management, Mutual Funds, 401k, Estate Planning, Strategic Financial..., Disability Insurance, Term Life Insurance, Long-term Care, Life Insurance, Securities, Financial Planners, Long Term Care Insurance, Small Business, Series 63, Financial Services, Financial Planning
Education
Auburn University 1990 — 1993
Bachelor of Science, Civil Engineering
University of Mobile 1989 — 1990
Began Undergraduate Studies, Pre-Engineering
Mary Pat Zolna's Allstate Financial Experience June 2013 - December 2014
Job Learning and Talent Development l Sales Operations Leader
Industry Insurance
Experience
Allstate Financial June 2013 - December 2014
Allstate Financial January 2010 - June 2013
Allstate Financial August 2008 - December 2010
Allstate Financial January 2006 - January 2008
Allstate Financial January 2004 - January 2006
Allstate Financial September 1999 - December 2004
Allstate August 1997 - September 1999
Allstate Life Service Center 1995 - 1997
Skills
Life Insurance, Financial Services, Fixed Annuities, Insurance, Finance, Underwriting, Property & Casualty..., Retirement Planning, Employee Benefits, Risk Management, Recruiting, Education, Instructional Design, Training, Disability Insurance, Leadership, Claim, Commercial Insurance, Educational Program..., Training Facilitation, Workshop Facilitation, Employee Training, Management
Education
Benedictine University 1996 — 1998
Management and Organization Development, Training and Development, Organizational Development
University of Illinois at Urbana-Champaign 1985 — 1987
Bachelor of Science (BS), English
William Rainey Harper Junior College 1983 — 1985
Associate of Arts (A.A.), General
Allstate Financial June 2013 - December 2014
Allstate Financial January 2010 - June 2013
Allstate Financial August 2008 - December 2010
Allstate Financial January 2006 - January 2008
Allstate Financial January 2004 - January 2006
Allstate Financial September 1999 - December 2004
Allstate August 1997 - September 1999
Allstate Life Service Center 1995 - 1997
Skills
Life Insurance, Financial Services, Fixed Annuities, Insurance, Finance, Underwriting, Property & Casualty..., Retirement Planning, Employee Benefits, Risk Management, Recruiting, Education, Instructional Design, Training, Disability Insurance, Leadership, Claim, Commercial Insurance, Educational Program..., Training Facilitation, Workshop Facilitation, Employee Training, Management
Education
Benedictine University 1996 — 1998
Management and Organization Development, Training and Development, Organizational Development
University of Illinois at Urbana-Champaign 1985 — 1987
Bachelor of Science (BS), English
William Rainey Harper Junior College 1983 — 1985
Associate of Arts (A.A.), General
Jeffrey LaCourse's Allstate Financial Experience January 2009 - Present
Job Advisor at Allstate Financial
Industry Financial Services
Experience
Allstate Financial January 2009 - Present
Allstate Insurance Company January 2009 - Present
Baystate Financial Services, LLC June 2007 - June 2008
National Life Insurance Company of Vermont May 2003 - May 2007
New York Life Insurance Company October 2002 - May 2003
Law Office of James L. Audiffred September 2001 - September 2002
Education
Boston University
CFP, Certified Financial Planner
Thomas M. Cooley Law School
JD, Law
UNH School of Law
MIP, Master's Intellectual Property
University of Southern Maine
BA, Philosophy
Allstate Financial January 2009 - Present
Allstate Insurance Company January 2009 - Present
Baystate Financial Services, LLC June 2007 - June 2008
National Life Insurance Company of Vermont May 2003 - May 2007
New York Life Insurance Company October 2002 - May 2003
Law Office of James L. Audiffred September 2001 - September 2002
Education
Boston University
CFP, Certified Financial Planner
Thomas M. Cooley Law School
JD, Law
UNH School of Law
MIP, Master's Intellectual Property
University of Southern Maine
BA, Philosophy
Janet Little's Allstate Financial Experience August 2000 - Present
Job Unit Manager
Industry Insurance
Experience
Allstate Financial August 2000 - Present
Allstate Financial July 1995 - August 2000
Skills
Life Insurance, Term Life Insurance, General Insurance, Claim, Call Centers, Relationship Management, Strategic Financial..., Financial Services, Risk Management, Financial Analysis, Team Building, Customer Service, Leadership, Process Improvement, Customer Experience, Project Management, Commercial Insurance, Disability Insurance, Employee Benefits, Financial Planning
Education
American InterContinental University 2011 — 2012
Allstate Financial August 2000 - Present
Allstate Financial July 1995 - August 2000
Skills
Life Insurance, Term Life Insurance, General Insurance, Claim, Call Centers, Relationship Management, Strategic Financial..., Financial Services, Risk Management, Financial Analysis, Team Building, Customer Service, Leadership, Process Improvement, Customer Experience, Project Management, Commercial Insurance, Disability Insurance, Employee Benefits, Financial Planning
Education
American InterContinental University 2011 — 2012
Robert Vance's Allstate Financial Experience March 1999 - Present
Job Senior Manager Product Management
Industry Insurance
Experience
BYU-Idaho 2009 - Present
Allstate Financial March 1999 - Present
Lincoln Benefit Life Company 1999 - 2013
Lincoln Benefit Life Company November 1993 - March 1999
Skills
Financial Modeling, Insurance, Customer Experience, Team Leadership, Life Insurance, Fixed Annuities, Leadership, Cross-functional Team..., Strategic Planning, Project Management, Process Improvement, Risk Management, Analysis, Financial Analysis, Strategy, Business Analysis, Analytics, Financial Services, Sales, Mutual Funds, Investments, Vendor Management, Strategic Financial..., Series 7, Competitive Analysis, Retirement Planning, Retirement, Portfolio Management, Long-term Care, Disability Insurance, Series 63, Financial Planning
Education
Brigham Young University 1981 — 1983
BS, Business Management-Finance, Law
BYU-Idaho 2009 - Present
Allstate Financial March 1999 - Present
Lincoln Benefit Life Company 1999 - 2013
Lincoln Benefit Life Company November 1993 - March 1999
Skills
Financial Modeling, Insurance, Customer Experience, Team Leadership, Life Insurance, Fixed Annuities, Leadership, Cross-functional Team..., Strategic Planning, Project Management, Process Improvement, Risk Management, Analysis, Financial Analysis, Strategy, Business Analysis, Analytics, Financial Services, Sales, Mutual Funds, Investments, Vendor Management, Strategic Financial..., Series 7, Competitive Analysis, Retirement Planning, Retirement, Portfolio Management, Long-term Care, Disability Insurance, Series 63, Financial Planning
Education
Brigham Young University 1981 — 1983
BS, Business Management-Finance, Law
Samantha Green's Allstate Financial Experience 2005 - 2011
Job Exec Admin / Chief of Staff
Industry Education Management
Experience
Sears Holdings Corporation February 2012 - Present
Allstate Financial 2005 - 2011
Allstate Financial 2003 - 2005
Accenture 2002 - 2003
Accenture 2001 - 2002
Skills
Performance Appraisal, Business Development, SnagIt, Performance Improvement, Taleo, Adobe Captive, Learning Management..., Onboarding, Training, Employee Relations, Leadership, Succession Planning, Career Development, Talent Management, Performance Management, Employee Training, Management, Needs Analysis, Leadership Development, Workshop Facilitation, Employee Engagement, Program Management, Change Management
Education
Coe College 1984 — 1988
BS, Psychology
Sears Holdings Corporation February 2012 - Present
Allstate Financial 2005 - 2011
Allstate Financial 2003 - 2005
Accenture 2002 - 2003
Accenture 2001 - 2002
Skills
Performance Appraisal, Business Development, SnagIt, Performance Improvement, Taleo, Adobe Captive, Learning Management..., Onboarding, Training, Employee Relations, Leadership, Succession Planning, Career Development, Talent Management, Performance Management, Employee Training, Management, Needs Analysis, Leadership Development, Workshop Facilitation, Employee Engagement, Program Management, Change Management
Education
Coe College 1984 — 1988
BS, Psychology
Steven Arbitman's Allstate Financial Experience June 2010 - Present
Job Sr. Claims Processor at Allstate Financial
Industry Insurance
Experience
Allstate Financial June 2010 - Present
Allstate Insurance June 2009 - Present
Allstate Financial 2006 - 2009
Harris Bank July 2004 - April 2006
Skills
Hiring, Customer Service, Risk Management, Life Insurance, Public Speaking, Financial Analysis, Fixed Annuities, Sales, Leadership, Disability Insurance, Term Life Insurance, Property & Casualty..., Microsoft Excel, Process Improvement, Succession Planning, Banking, Customer Experience, Sales Management, Access, Budgets, Microsoft Word, Underwriting, Selling, Health Insurance, Team Building, Negotiation, Insurance, Team Leadership, Business Analysis, Call Centers, Strategic Planning, Microsoft Office, Recruiting, Loans, Call Center, Coaching
Education
Keller Graduate School of Management of DeVry University 2015 — 2017
Masters in Project Management (MPM), Project Management
Eastern Illinois University 2014 — 2015
Bachelor's degree
Barat College of DePaul University 1996 — 1999
Oak Park River Forest High School
Allstate Financial June 2010 - Present
Allstate Insurance June 2009 - Present
Allstate Financial 2006 - 2009
Harris Bank July 2004 - April 2006
Skills
Hiring, Customer Service, Risk Management, Life Insurance, Public Speaking, Financial Analysis, Fixed Annuities, Sales, Leadership, Disability Insurance, Term Life Insurance, Property & Casualty..., Microsoft Excel, Process Improvement, Succession Planning, Banking, Customer Experience, Sales Management, Access, Budgets, Microsoft Word, Underwriting, Selling, Health Insurance, Team Building, Negotiation, Insurance, Team Leadership, Business Analysis, Call Centers, Strategic Planning, Microsoft Office, Recruiting, Loans, Call Center, Coaching
Education
Keller Graduate School of Management of DeVry University 2015 — 2017
Masters in Project Management (MPM), Project Management
Eastern Illinois University 2014 — 2015
Bachelor's degree
Barat College of DePaul University 1996 — 1999
Oak Park River Forest High School
Jay West's Allstate Financial Experience May 1996 - September 1999
Job Sr. Director, Actuarial at Aetna
Industry Insurance
Experience
Aetna January 2014 - Present
Coventry Health Care April 2012 - Present
Coventry Health Care January 2004 - April 2012
Assurant Employee Benefits September 1999 - December 2003
Assurant 1999 - 2003
Allstate Financial May 1996 - September 1999
Skills
Actuarial Science, Medicare, Health Insurance, Reinsurance, Pricing, Insurance, Claim, Employee Benefits, SAS, Financial Modeling, Individual Health..., Underwriting, Actuaries
Education
University of Iowa 1995 — 1996
Actuarial Science
Baylor University 1991 — 1995
Education, Mathematics
Aetna January 2014 - Present
Coventry Health Care April 2012 - Present
Coventry Health Care January 2004 - April 2012
Assurant Employee Benefits September 1999 - December 2003
Assurant 1999 - 2003
Allstate Financial May 1996 - September 1999
Skills
Actuarial Science, Medicare, Health Insurance, Reinsurance, Pricing, Insurance, Claim, Employee Benefits, SAS, Financial Modeling, Individual Health..., Underwriting, Actuaries
Education
University of Iowa 1995 — 1996
Actuarial Science
Baylor University 1991 — 1995
Education, Mathematics
Frances Dicks's Allstate Financial Experience February 2010 - Present
Job Professional Support Specialist at Allstate Financial
Industry Insurance
Experience
Allstate Financial February 2010 - Present
The Hartford October 2007 - January 2009
The Hartford January 1993 - January 2007
The Hartford January 1993 - January 1998
Skills
Training, Insurance, Property & Casualty..., Leadership, Analysis, Customer Service, Underwriting, Commercial Insurance, Management, Strategic Planning
Education
TechSkills-Charlotte 2009 — 2010
Microsoft Certification, Microsoft Applications, 4.0
University of Phoenix 2006 — 2008
MBA, Business Administration
Johnson C. Smith University - JCSU 1977 — 1981
Bachelor of Science Degree, Business
Allstate Financial February 2010 - Present
The Hartford October 2007 - January 2009
The Hartford January 1993 - January 2007
The Hartford January 1993 - January 1998
Skills
Training, Insurance, Property & Casualty..., Leadership, Analysis, Customer Service, Underwriting, Commercial Insurance, Management, Strategic Planning
Education
TechSkills-Charlotte 2009 — 2010
Microsoft Certification, Microsoft Applications, 4.0
University of Phoenix 2006 — 2008
MBA, Business Administration
Johnson C. Smith University - JCSU 1977 — 1981
Bachelor of Science Degree, Business
Mike Borowiak's Allstate Financial Experience August 2006 - July 2010
Job Analyst at Zurich Financial Services
Industry Insurance
Experience
Zurich Financial Services August 2010 - Present
Main Street Real Estate Group 2009 - Present
Allstate Financial August 2006 - July 2010
Lutheran General Hospital May 2002 - March 2007
Skills
Financial Modeling, Investments, Corporate Finance, Asset Management, Valuation, Financial Analysis, Due Diligence, Portfolio Management, Alternative Investments, Finance, Equities, Real Estate, Insurance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MBA, Financial Analysis, Real Estate Investment/Finance, SEV
Benedictine University 2002 — 2006
Bachelors, Finance
Zurich Financial Services August 2010 - Present
Main Street Real Estate Group 2009 - Present
Allstate Financial August 2006 - July 2010
Lutheran General Hospital May 2002 - March 2007
Skills
Financial Modeling, Investments, Corporate Finance, Asset Management, Valuation, Financial Analysis, Due Diligence, Portfolio Management, Alternative Investments, Finance, Equities, Real Estate, Insurance
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2007 — 2010
MBA, Financial Analysis, Real Estate Investment/Finance, SEV
Benedictine University 2002 — 2006
Bachelors, Finance
Stephanie Karsting's Allstate Financial Experience June 2005 - August 2010
Job Allstate Brand Operations Records and Information Management Leader
Industry Insurance
Experience
Stonybrook Homes, Inc. April 2002 - Present
Stonybrook Investments, LLC April 2002 - Present
Karsting Hair Studio May 1989 - Present
Brookside Properties, LLC October 2014 - Present
Allstate August 2010 - November 2014
Allstate Financial June 2005 - August 2010
Allstate Financial 2002 - 2005
Allstate Financial July 1997 - September 2002
Allstate Financial March 1995 - July 1997
Farm Bureau of Nebraska 1989 - 1994
Skills
Insurance, Life Insurance, Property & Casualty..., Customer Service, Commercial Insurance, Process Improvement, Team Building, Coaching, Management, Health Insurance, New Business Development, Budgets, Leadership, Risk Management, Customer Satisfaction, Training
Education
College of Hair Design 1986 — 1988
Licensed Barber/Cosmetologist, Barbering/Barber
Stonybrook Homes, Inc. April 2002 - Present
Stonybrook Investments, LLC April 2002 - Present
Karsting Hair Studio May 1989 - Present
Brookside Properties, LLC October 2014 - Present
Allstate August 2010 - November 2014
Allstate Financial June 2005 - August 2010
Allstate Financial 2002 - 2005
Allstate Financial July 1997 - September 2002
Allstate Financial March 1995 - July 1997
Farm Bureau of Nebraska 1989 - 1994
Skills
Insurance, Life Insurance, Property & Casualty..., Customer Service, Commercial Insurance, Process Improvement, Team Building, Coaching, Management, Health Insurance, New Business Development, Budgets, Leadership, Risk Management, Customer Satisfaction, Training
Education
College of Hair Design 1986 — 1988
Licensed Barber/Cosmetologist, Barbering/Barber
Kessler Iris's Allstate Financial Experience December 1982 - Present
Job Financial Specialist at Allstate Financial
Industry Financial Services
Experience
Allstate Financial December 1982 - Present
Skills
Investments, Financial Analysis, Retirement Planning, Finance, Financial Planning, Insurance, Wealth Management, Risk Management, Customer Service, Disability Insurance, Fixed Annuities, Mutual Funds, Retirement, Series 63, Series 7
Education
The American College 1993 — 1994
CLU, ChFC, Insurance and Financial Services
Cleveland State University 1979 — 1982
Bachelor of Business Administration (B.B.A.), Marketing
Allstate Financial December 1982 - Present
Skills
Investments, Financial Analysis, Retirement Planning, Finance, Financial Planning, Insurance, Wealth Management, Risk Management, Customer Service, Disability Insurance, Fixed Annuities, Mutual Funds, Retirement, Series 63, Series 7
Education
The American College 1993 — 1994
CLU, ChFC, Insurance and Financial Services
Cleveland State University 1979 — 1982
Bachelor of Business Administration (B.B.A.), Marketing
Jennifer Clark's Allstate Financial Experience May 1999 - July 2009
Job Marketer
Industry Financial Services
Experience
Allstate Financial May 1999 - July 2009
Skills
Insurance, Marketing Communications, Marketing Strategy, Fixed Annuities, Life Insurance, Series 63, Mutual Funds, Customer Service, Advertising, Series 6, Strategic Planning, Retirement, IRAs, Marketing, Financial Services, Project Management, Retirement Planning, Leadership, Microsoft Office
Education
Bradley University 1994 — 1998
Business, Marketing
Allstate Financial May 1999 - July 2009
Skills
Insurance, Marketing Communications, Marketing Strategy, Fixed Annuities, Life Insurance, Series 63, Mutual Funds, Customer Service, Advertising, Series 6, Strategic Planning, Retirement, IRAs, Marketing, Financial Services, Project Management, Retirement Planning, Leadership, Microsoft Office
Education
Bradley University 1994 — 1998
Business, Marketing
Anthony Skrabalak's Allstate Financial Experience December 2004 - Present
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial December 2004 - Present
Merrill Lynch October 1997 - December 2004
Prudential Financial January 1990 - October 1997
Skills
CFM, LUTCF, MDRT, Small Business, Investments, Insurance, Fixed Annuities, Disability Insurance, Financial Services, Customer Service, Series 63, Wealth Management
Education
Florida Atlantic University 1988 — 1989
B.A. in Business Administration, Marketing
Broome Community College 1984 — 1985
Marketing
Allstate Financial December 2004 - Present
Merrill Lynch October 1997 - December 2004
Prudential Financial January 1990 - October 1997
Skills
CFM, LUTCF, MDRT, Small Business, Investments, Insurance, Fixed Annuities, Disability Insurance, Financial Services, Customer Service, Series 63, Wealth Management
Education
Florida Atlantic University 1988 — 1989
B.A. in Business Administration, Marketing
Broome Community College 1984 — 1985
Marketing
Manual Murphy's Allstate Financial Experience January 1998 - Present
Job Desktop Intergration Analyst at Allstate Financial
Industry Financial Services
Experience
Allstate Financial January 1998 - Present
University of Illinois at Chicago July 1980 - September 1998
Carson Pirie Scott May 1973 - June 1980
Education
Milton College 1972 — 1975
Business Administration
Chicago State University 1971 — 1972
Business Education
Allstate Financial January 1998 - Present
University of Illinois at Chicago July 1980 - September 1998
Carson Pirie Scott May 1973 - June 1980
Education
Milton College 1972 — 1975
Business Administration
Chicago State University 1971 — 1972
Business Education
Robert Viau's Allstate Financial Experience July 1995 - Present
Job Financial Specialist at Allstate Financial
Industry Financial Services
Experience
Allstate Financial July 1995 - Present
Education
Central Michigan University 1972 — 1973
MBA, Business
Ferris State University 1966 — 1970
BS, Business
Allstate Financial July 1995 - Present
Education
Central Michigan University 1972 — 1973
MBA, Business
Ferris State University 1966 — 1970
BS, Business
Albert Paine, CPCU, AIC, AIM, API's Allstate Financial Experience March 1999 - Present
Job Property Adjuster at Allstate Financial
Industry Financial Services
Experience
Allstate Financial March 1999 - Present
Education
Bridgewater State College 1991 — 1993
Allstate Financial March 1999 - Present
Education
Bridgewater State College 1991 — 1993
Patricia Isenmann's Allstate Financial Experience November 2006 - Present
Job Account Representative at Allstate Insurance Agency
Industry Financial Services
Experience
Allstate Financial November 2006 - Present
Allstate Insurance Agency November 2006 - Present
State Farm insurance September 1986 - November 2006
Calvary Christian Academy August 1979 - May 1986
Skills
Life Insurance, Property & Casualty..., Marketing, Account Management, Marketing Strategy, New Business Development, Strategic Planning, Cold Calling, Life & Health Insurance..., Insurance
Education
Bob Jones University
Allstate Financial November 2006 - Present
Allstate Insurance Agency November 2006 - Present
State Farm insurance September 1986 - November 2006
Calvary Christian Academy August 1979 - May 1986
Skills
Life Insurance, Property & Casualty..., Marketing, Account Management, Marketing Strategy, New Business Development, Strategic Planning, Cold Calling, Life & Health Insurance..., Insurance
Education
Bob Jones University
Michaela Ufkes's Allstate Financial Experience September 2002 - Present
Job Independent Producer Life & Health, Property & Casualty
Industry Insurance
Experience
Licensed Insurance Producer 2012 - Present
Allstate Financial September 2002 - Present
Anonymous for Animal Rights 2013 - 2013
Family Mortgage Funding January 2001 - January 2002
Skills
Data Entry, Insurance, Health Insurance, Customer Service, Microsoft Excel, Outlook, Microsoft Word, Access, Microsoft Office, PowerPoint, Analysis, Training, Process Improvement, Healthcare, Software Documentation, Sales, Team Building, Leadership, Coaching, Time Management, Management
Education
Bristol University 1991 — 1994
Associate, Paralegal
Butler University 1975 — 1976
Business Administration and Management, General
Arsenal Technical High School 1972 — 1975
General, General
Licensed Insurance Producer 2012 - Present
Allstate Financial September 2002 - Present
Anonymous for Animal Rights 2013 - 2013
Family Mortgage Funding January 2001 - January 2002
Skills
Data Entry, Insurance, Health Insurance, Customer Service, Microsoft Excel, Outlook, Microsoft Word, Access, Microsoft Office, PowerPoint, Analysis, Training, Process Improvement, Healthcare, Software Documentation, Sales, Team Building, Leadership, Coaching, Time Management, Management
Education
Bristol University 1991 — 1994
Associate, Paralegal
Butler University 1975 — 1976
Business Administration and Management, General
Arsenal Technical High School 1972 — 1975
General, General
Azaleas Hooks's Allstate Financial Experience February 2011 - Present
Job LICENSED SALES PRODUCER at Allstate Financial
Industry Financial Services
Experience
Allstate Financial February 2011 - Present
Education
Alabama Agricultural and Mechanical University 1993 — 1995
BUSINESS MRKT AND MANAGEMENT
Allstate Financial February 2011 - Present
Education
Alabama Agricultural and Mechanical University 1993 — 1995
BUSINESS MRKT AND MANAGEMENT
Joan Kilpatrick's Allstate Financial Experience 1999 - Present
Job Paralegal at Allstate Financial
Industry Financial Services
Experience
Allstate Financial 1999 - Present
Skills
Litigation, Notary Public, Estate Planning, Securities Regulation, Insurance, Securities, Litigation Management
Education
Cabrini College
Bachelor of Arts (B.A.), Business Administration and Management, General
Gloucester County College
Respiratory Therapy Technician/Assistant
Allstate Financial 1999 - Present
Skills
Litigation, Notary Public, Estate Planning, Securities Regulation, Insurance, Securities, Litigation Management
Education
Cabrini College
Bachelor of Arts (B.A.), Business Administration and Management, General
Gloucester County College
Respiratory Therapy Technician/Assistant
Jim Mulkey's Allstate Financial Experience
Job Insurance Office Manager at Allstate Financial
Industry Financial Services
Experience
Allstate Financial
Skills
Insurance P&C/Life, Microsoft Office, Customer Service, Strategic Planning, Marketing Strategy, Insurance, Outlook, Marketing, Sales, PowerPoint, Microsoft Excel, Budgets, Management, Contract Negotiation
Education
Barry University
Allstate Financial
Skills
Insurance P&C/Life, Microsoft Office, Customer Service, Strategic Planning, Marketing Strategy, Insurance, Outlook, Marketing, Sales, PowerPoint, Microsoft Excel, Budgets, Management, Contract Negotiation
Education
Barry University
Rukaiya Lang's Allstate Financial Experience 2002 - Present
Job Evaluation Consultant at Allstate Financial
Industry Financial Services
Experience
Allstate Financial 2002 - Present
Allstate Financial 1992 - 2002
Allstate Financial 1984 - 1992
Skills
Negotiation, Analysis, Training, Claims Management, Claim Investigation, Claims Resolution, Third Party Liability, Critical Thinking, Computer Software...
Education
California State University-Northridge 1978 — 1981
Bachelor's degree, Early Childhood Education and Teaching
Allstate Financial 2002 - Present
Allstate Financial 1992 - 2002
Allstate Financial 1984 - 1992
Skills
Negotiation, Analysis, Training, Claims Management, Claim Investigation, Claims Resolution, Third Party Liability, Critical Thinking, Computer Software...
Education
California State University-Northridge 1978 — 1981
Bachelor's degree, Early Childhood Education and Teaching
Carol Benz's Allstate Financial Experience June 2011 - Present
Job Licensed Service Rep at Allstate Financial
Industry Financial Services
Experience
Allstate Financial June 2011 - Present
Education
CSU Sacramento
Bachelor Science, Business
Allstate Financial June 2011 - Present
Education
CSU Sacramento
Bachelor Science, Business
Jeff Talbott's Allstate Financial Experience
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial
Education
Ashland University
MBA, Finance and Globalization
Walden University
Doctoral Candidate, Business Administration / Finance
Allstate Financial
Education
Ashland University
MBA, Finance and Globalization
Walden University
Doctoral Candidate, Business Administration / Finance
Rusty Brien's Allstate Financial Experience June 2003 - October 2011
Job Insurance Professional
Industry Insurance
Experience
Allstate 2003 - 2012
Allstate Financial June 2003 - October 2011
Skills
Sales Management, Marketing Communications, agency ownership, Direct Sales
Education
Auburn University 1972 — 1976
Bachelor of Science (BS), Marketing
Allstate 2003 - 2012
Allstate Financial June 2003 - October 2011
Skills
Sales Management, Marketing Communications, agency ownership, Direct Sales
Education
Auburn University 1972 — 1976
Bachelor of Science (BS), Marketing
Bryan Carney's Allstate Financial Experience September 2011 - Present
Job Coaching Partner at Allstate Financial
Industry Financial Services
Experience
Allstate Financial September 2011 - Present
United States Air Force January 1996 - December 2000
Skills
Microsoft Office, Problem Solving, Project Management, Customer Service
Education
Belmont Abbey College
Bachelor of Arts (BA), Business Administration and Management, General
Allstate Financial September 2011 - Present
United States Air Force January 1996 - December 2000
Skills
Microsoft Office, Problem Solving, Project Management, Customer Service
Education
Belmont Abbey College
Bachelor of Arts (BA), Business Administration and Management, General
Jerry Gast's Allstate Financial Experience April 1977 - Present
Job agency principal at Allstate Financial
Industry Financial Services
Experience
Allstate Financial April 1977 - Present
Skills
Golf, Sports, pittsburgh steeler fan, pittsburgh penguin fan, pirate fan
Education
Bethany College 1971 — 1975
Bachelor of Arts (B.A.), Secondary Education and Teaching
summit high school, summit new jwesey 1968 — 1971
Allstate Financial April 1977 - Present
Skills
Golf, Sports, pittsburgh steeler fan, pittsburgh penguin fan, pirate fan
Education
Bethany College 1971 — 1975
Bachelor of Arts (B.A.), Secondary Education and Teaching
summit high school, summit new jwesey 1968 — 1971
Danielle Everly's Allstate Financial Experience April 2002 - May 2004
Job Education Management Professional
Industry Education Management
Experience
Fountain Valley School District January 2012 - Present
Newport Mesa Unified School District January 2012 - Present
Fountain Valley School District 2012 - 2012
Hillstone Restaurant Group October 2009 - September 2010
Gulfstream Restaurant October 2009 - September 2010
Woodranch BBQ May 2000 - August 2006
Allstate Financial April 2002 - May 2004
Bison Insurance Agency August 2001 - April 2002
Skills
Fast Learner, Dependable Team Player, Professional Experience
Education
Azusa Pacific University 2014 — 2016
Master of Arts (M.A.), Clinical Psychology
California State University-Fullerton 2005 — 2007
Bachelor of Arts (B.A.), Sociology
California State University-Fullerton
BA, Sociology
Fountain Valley School District January 2012 - Present
Newport Mesa Unified School District January 2012 - Present
Fountain Valley School District 2012 - 2012
Hillstone Restaurant Group October 2009 - September 2010
Gulfstream Restaurant October 2009 - September 2010
Woodranch BBQ May 2000 - August 2006
Allstate Financial April 2002 - May 2004
Bison Insurance Agency August 2001 - April 2002
Skills
Fast Learner, Dependable Team Player, Professional Experience
Education
Azusa Pacific University 2014 — 2016
Master of Arts (M.A.), Clinical Psychology
California State University-Fullerton 2005 — 2007
Bachelor of Arts (B.A.), Sociology
California State University-Fullerton
BA, Sociology
Mike (DENVER) Schalk's Allstate Financial Experience August 1984 - Present
Job Senior Staff Claim Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial August 1984 - Present
Education
Canisius College 1978 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
Allstate Financial August 1984 - Present
Education
Canisius College 1978 — 1981
Bachelor of Science (B.S.), Business Administration and Management, General
Eric Floeting's Allstate Financial Experience July 2012 - Present
Job Insurance Agent at Allstate Financial
Industry Financial Services
Experience
Allstate Financial July 2012 - Present
L. Financial Services July 2010 - July 2012
IKANO Communications, Inc. February 2000 - October 2009
Education
Central Washington University 2006 — 2009
Bachelores of Science, Business Administration, Management and Operations
Shoreline Community College 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Business/Managerial Economics
Allstate Financial July 2012 - Present
L. Financial Services July 2010 - July 2012
IKANO Communications, Inc. February 2000 - October 2009
Education
Central Washington University 2006 — 2009
Bachelores of Science, Business Administration, Management and Operations
Shoreline Community College 1998 — 2000
Associate of Arts and Sciences (A.A.S.), Business/Managerial Economics
Ashley Ashby's Allstate Financial Experience September 2011 - Present
Job Licensed Insurance Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial September 2011 - Present
Education
Austin Peay State University 2007 — 2011
Bachelor's degree, Finance, General
Clarksville High School
Allstate Financial September 2011 - Present
Education
Austin Peay State University 2007 — 2011
Bachelor's degree, Finance, General
Clarksville High School
Nina Wharton's Allstate Financial Experience March 2009 - Present
Job Sales Producer at Allstate Financial
Industry Financial Services
Experience
Allstate Financial March 2009 - Present
Henrico Federal Credit Union September 2006 - January 2009
Education
Centura College-Richmond Westend 2009 — 2011
Associate of Science (A.S.), Medical/Clinical Assistant
Lee Davis High School 1977 — 1980
Allstate Financial March 2009 - Present
Henrico Federal Credit Union September 2006 - January 2009
Education
Centura College-Richmond Westend 2009 — 2011
Associate of Science (A.S.), Medical/Clinical Assistant
Lee Davis High School 1977 — 1980
Alex Muolo's Allstate Financial Experience July 2011 - Present
Job Insurance Agent at Allstate Insurnace
Industry Financial Services
Experience
Allstate Financial July 2011 - Present
Mercury Insurance May 2006 - July 2011
Skills
Insurance, Claim, Property Damage, Customer Service, Sales, Negotiation, Property & Casualty..., Microsoft Office, Commercial Insurance
Education
California State University-Fullerton 2000 — 2004
Bachelor of Science (BS), Political Science and Government
Allstate Financial July 2011 - Present
Mercury Insurance May 2006 - July 2011
Skills
Insurance, Claim, Property Damage, Customer Service, Sales, Negotiation, Property & Casualty..., Microsoft Office, Commercial Insurance
Education
California State University-Fullerton 2000 — 2004
Bachelor of Science (BS), Political Science and Government
Sean Stead's Allstate Financial Experience October 1997 - December 2000
Job Sales at Sunset Chevrolet
Industry Automotive
Experience
Sunset Chevrolet August 2012 - Present
Bayveiw Financial January 2000 - July 2009
Allstate Financial October 1997 - December 2000
Education
Arizona State University 1994 — 1997
Bachelor of Arts (BA)
Collins College 1994 — 1997
Bachelor of Fine Arts (BFA), Graphic Design
Sunset Chevrolet August 2012 - Present
Bayveiw Financial January 2000 - July 2009
Allstate Financial October 1997 - December 2000
Education
Arizona State University 1994 — 1997
Bachelor of Arts (BA)
Collins College 1994 — 1997
Bachelor of Fine Arts (BFA), Graphic Design