Allstate Financial
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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
Gordon Fair, CFP® Gordon Fair, CFP®'s Allstate Financial Experience May 2013 - December 2014
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2015 - Present
Principal Financial Group January 2015 - Present
Allstate Financial May 2013 - December 2014
PNC Financial Advisors October 2011 - April 2013
VALIC October 2010 - October 2011
MainSource Financial Group August 2009 - October 2010
Chase June 2005 - July 2009
CBA Pharma January 2004 - May 2005
Fifth Third Bank January 2003 - April 2004
Fifth Third Bank January 2002 - January 2003
Skills
Investments, Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Finance, Financial Advisory, Series 7, Strategic Financial..., Estate Planning, Fixed Annuities, Series 63, Financial Services, Investment Management, Insurance, Wealth, Wealth Management
Education
University of Florida
Bachelor of Science, Business Administration
University of Florida
BSBA, Business Management
Fidelity Investments August 2015 - Present
Principal Financial Group January 2015 - Present
Allstate Financial May 2013 - December 2014
PNC Financial Advisors October 2011 - April 2013
VALIC October 2010 - October 2011
MainSource Financial Group August 2009 - October 2010
Chase June 2005 - July 2009
CBA Pharma January 2004 - May 2005
Fifth Third Bank January 2003 - April 2004
Fifth Third Bank January 2002 - January 2003
Skills
Investments, Retirement Planning, Portfolio Management, Mutual Funds, Retirement, Finance, Financial Advisory, Series 7, Strategic Financial..., Estate Planning, Fixed Annuities, Series 63, Financial Services, Investment Management, Insurance, Wealth, Wealth Management
Education
University of Florida
Bachelor of Science, Business Administration
University of Florida
BSBA, Business Management
Patrick Yancy Patrick Yancy's Allstate Financial Experience 2005 - 2008
Job District Sales Manager
Industry Insurance
Experience
Independent July 2014 - Present
D October 2013 - July 2014
Bankers Life and Casualty March 2003 - October 2013
Bankers Life and Casualty 2009 - 2013
Allstate Financial 2005 - 2008
United States Marine Corps 1991 - 1995
Skills
Fixed Annuities, Long Term Care Insurance, Long-term Care, Retirement Planning, Retirement, Insurance, Disability Insurance, Investment Strategies, Series 63, 401k, Mutual Funds, Term Life Insurance, IRAs, Health Insurance, Universal Life, Whole Life, Medicare, Wealth Management, Asset Allocation, Financial Advisory, Investments, FINRA, Securities, Asset Management, Series 7, Licensed Life & Health..., Life & Health Insurance..., Underwriting, Strategic Financial..., Estate Planning, Retirement Income..., IRA's, Annuities, Series 65, Annuity, Bonds, ETFs, Portfolio Management, Separately Managed..., Managed Money, Financial Planning, Equities, Fixed Income, Sales, Sales Management, Sales Operations, Territory Growth, Forecasting, Team Leadership, Client Relations
Education
Naval Air Traffic Control School 1992 — 1993
Air Traffic Control certification
The University of New Mexico 1987 — 1991
Business
Del Norte High school
Graduate, general
Independent July 2014 - Present
D October 2013 - July 2014
Bankers Life and Casualty March 2003 - October 2013
Bankers Life and Casualty 2009 - 2013
Allstate Financial 2005 - 2008
United States Marine Corps 1991 - 1995
Skills
Fixed Annuities, Long Term Care Insurance, Long-term Care, Retirement Planning, Retirement, Insurance, Disability Insurance, Investment Strategies, Series 63, 401k, Mutual Funds, Term Life Insurance, IRAs, Health Insurance, Universal Life, Whole Life, Medicare, Wealth Management, Asset Allocation, Financial Advisory, Investments, FINRA, Securities, Asset Management, Series 7, Licensed Life & Health..., Life & Health Insurance..., Underwriting, Strategic Financial..., Estate Planning, Retirement Income..., IRA's, Annuities, Series 65, Annuity, Bonds, ETFs, Portfolio Management, Separately Managed..., Managed Money, Financial Planning, Equities, Fixed Income, Sales, Sales Management, Sales Operations, Territory Growth, Forecasting, Team Leadership, Client Relations
Education
Naval Air Traffic Control School 1992 — 1993
Air Traffic Control certification
The University of New Mexico 1987 — 1991
Business
Del Norte High school
Graduate, general
Christin Kazmierczak Christin Kazmierczak's Allstate Financial Experience August 2010 - December 2012
Job Agency Owner at Allstate
Industry Insurance
Experience
Allstate December 2012 - Present
Allstate Financial August 2010 - December 2012
Allstate Insurance March 2007 - March 2009
Skills
Fixed Annuities, Insurance, Term Life Insurance, Disability Insurance, Sales, Long-term Care, Sales Management, Relationship Management, Leadership, General Insurance, Customer Service, Team Building
Education
UCI
Bachelor of Arts (BA), Psychology
Allstate December 2012 - Present
Allstate Financial August 2010 - December 2012
Allstate Insurance March 2007 - March 2009
Skills
Fixed Annuities, Insurance, Term Life Insurance, Disability Insurance, Sales, Long-term Care, Sales Management, Relationship Management, Leadership, General Insurance, Customer Service, Team Building
Education
UCI
Bachelor of Arts (BA), Psychology
Paul Vogel Paul Vogel's Allstate Financial Experience July 2007 - January 2012
Job Life Product Development
Industry Financial Services
Experience
Mutual of Omaha November 2012 - Present
Bailey, Ramsey & Associates February 2012 - June 2012
Allstate Financial July 2007 - January 2012
Nationwide Financial December 1996 - July 2007
Skills
ALM, Actuarial Science, Pricing, Valuation, Economic Capital, Reinsurance, Fixed Annuities
Education
The Ohio State University 1990 — 1992
MA, Math/Actuarial Science
Mutual of Omaha November 2012 - Present
Bailey, Ramsey & Associates February 2012 - June 2012
Allstate Financial July 2007 - January 2012
Nationwide Financial December 1996 - July 2007
Skills
ALM, Actuarial Science, Pricing, Valuation, Economic Capital, Reinsurance, Fixed Annuities
Education
The Ohio State University 1990 — 1992
MA, Math/Actuarial Science
Bryan Fair Bryan Fair's Allstate Financial Experience 2006 - 2007
Job Market Manager at The Dental Care Plus Group
Industry Insurance
Experience
The Dental Care Plus Group 25+ years of providing dental insurance Ohio, Kentucky, Indiana January 2015 - Present
Norwalk Furniture January 2013 - December 2014
Superior Dental Care 2007 - October 2012
Allstate Financial 2006 - 2007
Nationwide Insurance 2002 - 2005
Skills
Insurance, Sales, Disability Insurance, Health Insurance, Employee Benefits, Dentistry, Brokers, Health Savings Accounts, Benefits Administration, 401k, Positive Attitude, Life Insurance, Accident, Long Term Care Insurance, Marketing, Selling, Long-term Care, Account Management, Retirement, Self-starter, Innovative Thinker, Medicare, Fixed Annuities, Underwriting, Workers Compensation, Property & Casualty..., Voluntary Employee..., Whole Life, Group Insurance, Retirement Planning, Avid Media Composer, COBRA, Universal Life, Cafeteria Plans, Educator, Avid Reader, FPU Coordinator, Member of local church..., Consultative Sales..., Client..., Strategic Business..., Solution Selling, Microsoft Office ..., Project Management, Territory Planning, Client Needs Analysis, Sales Presentations, Issue Resolution, Dental Insurance, Strategic Planning
Education
The Ohio State University 1995 — 2000
Bachelor's degree, Financial Management, College of Human Ecology
West Holmes
The Dental Care Plus Group 25+ years of providing dental insurance Ohio, Kentucky, Indiana January 2015 - Present
Norwalk Furniture January 2013 - December 2014
Superior Dental Care 2007 - October 2012
Allstate Financial 2006 - 2007
Nationwide Insurance 2002 - 2005
Skills
Insurance, Sales, Disability Insurance, Health Insurance, Employee Benefits, Dentistry, Brokers, Health Savings Accounts, Benefits Administration, 401k, Positive Attitude, Life Insurance, Accident, Long Term Care Insurance, Marketing, Selling, Long-term Care, Account Management, Retirement, Self-starter, Innovative Thinker, Medicare, Fixed Annuities, Underwriting, Workers Compensation, Property & Casualty..., Voluntary Employee..., Whole Life, Group Insurance, Retirement Planning, Avid Media Composer, COBRA, Universal Life, Cafeteria Plans, Educator, Avid Reader, FPU Coordinator, Member of local church..., Consultative Sales..., Client..., Strategic Business..., Solution Selling, Microsoft Office ..., Project Management, Territory Planning, Client Needs Analysis, Sales Presentations, Issue Resolution, Dental Insurance, Strategic Planning
Education
The Ohio State University 1995 — 2000
Bachelor's degree, Financial Management, College of Human Ecology
West Holmes
Hemlata Anand Hemlata Anand's Allstate Financial Experience December 2005 - June 2006
Job HL CD Loan Closer Sr. at JPMorgan Chase Bank N.A.
Industry Banking
Experience
JPMorgan Chase Bank N.A. April 2012 - Present
Huntington National Bank March 2010 - April 2012
JPMorgan Chase March 2009 - February 2010
Allstate Financial December 2005 - June 2006
Skills
Microsoft Office, High Organizational..., Multitasking Skills, Customer Service, Call Center, Accounting, Finance, Microsoft Excel, Microsoft Word, Outlook, Call Centers, Loan Operations, Time Management, Organizational..., Knowledge Sharing, Teamwork, Business Analysis
Education
Maharaja Sayajirao University 1998 — 2001
Bachelor of Commerce, Accounts
Convent of Jesus & Mary 1985 — 1998
High school, Commerce
JPMorgan Chase Bank N.A. April 2012 - Present
Huntington National Bank March 2010 - April 2012
JPMorgan Chase March 2009 - February 2010
Allstate Financial December 2005 - June 2006
Skills
Microsoft Office, High Organizational..., Multitasking Skills, Customer Service, Call Center, Accounting, Finance, Microsoft Excel, Microsoft Word, Outlook, Call Centers, Loan Operations, Time Management, Organizational..., Knowledge Sharing, Teamwork, Business Analysis
Education
Maharaja Sayajirao University 1998 — 2001
Bachelor of Commerce, Accounts
Convent of Jesus & Mary 1985 — 1998
High school, Commerce
Steve Clabaugh Steve Clabaugh's Allstate Financial Experience October 2011 - October 2013
Job Retired at N/A Retired
Industry Financial Services
Experience
N/A - Retired October 2013 - Present
Allstate Financial October 2011 - October 2013
Colorado Banker's Life May 2007 - September 2011
Skills
Insurance, Retirement Planning, Mutual Funds, Investments, Life Insurance, Fixed Annuities, Series 7, Financial Services, Retirement, Series 63, Wealth Management, Strategic Financial..., Sales, Disability Insurance, Sales Management, Term Life Insurance, Leadership, Financial Planning, Health Insurance
Education
The American College 1989 — 1992
Chartered Life Underwriter
The American College 1987 — 1989
Chartered Financial Consultant
N/A - Retired October 2013 - Present
Allstate Financial October 2011 - October 2013
Colorado Banker's Life May 2007 - September 2011
Skills
Insurance, Retirement Planning, Mutual Funds, Investments, Life Insurance, Fixed Annuities, Series 7, Financial Services, Retirement, Series 63, Wealth Management, Strategic Financial..., Sales, Disability Insurance, Sales Management, Term Life Insurance, Leadership, Financial Planning, Health Insurance
Education
The American College 1989 — 1992
Chartered Life Underwriter
The American College 1987 — 1989
Chartered Financial Consultant
Lisa (Lisa Bulger) Olson Lisa (Lisa Bulger) Olson's Allstate Financial Experience 1998 - 2006
Job Senior Underwriting Specialist (Reinsurance) at Munich Re
Industry Insurance
Experience
Munich Re July 2011 - Present
Canada Life Reinsurance January 2007 - June 2011
Allstate Financial 1998 - 2006
Allstate Financial 1998 - 2006
Skills
Underwriting, Reinsurance, Life Insurance, Critical Illness, Financial Risk, Risk Management, Analysis, Strategic Planning, Disability Insurance, Insurance
Education
University of Guelph 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Munich Re July 2011 - Present
Canada Life Reinsurance January 2007 - June 2011
Allstate Financial 1998 - 2006
Allstate Financial 1998 - 2006
Skills
Underwriting, Reinsurance, Life Insurance, Critical Illness, Financial Risk, Risk Management, Analysis, Strategic Planning, Disability Insurance, Insurance
Education
University of Guelph 1990 — 1994
Bachelor of Arts (B.A.), Psychology
Rich Cordova's Allstate Financial Experience 2004 - 2006
Job Senior Vice President at Assurance Agency
Industry Financial Services
Experience
Assurance 2006 - Present
Allstate Financial 2004 - 2006
Wachovia Securities, LLC 1998 - 2004
Skills
401k, Retirement Planning, Retirement Plan..., Employee Benefits, Insurance, Investments, Disability Insurance, ERISA, Life Insurance, Financial Services, Buy-sell Agreements, Fiduciary, Deferred Compensation, Pensions, Nonprofits, Fixed Annuities, ESOP, Workers Compensation, RFP, Executive Pay, Defined Benefit, Fiduciary Liability, Key Person Insurance, Management, Commercial Insurance, Retirement Plan Design, Investment Monitoring &..., Retirement Plan..., Plan Fiduciary..., Non-profits, 401(k), 403(b), 457(b)..., RFP preparation, Corporate Owned Life...
Education
Kansas University 1993 — 1997
Fremd
Assurance 2006 - Present
Allstate Financial 2004 - 2006
Wachovia Securities, LLC 1998 - 2004
Skills
401k, Retirement Planning, Retirement Plan..., Employee Benefits, Insurance, Investments, Disability Insurance, ERISA, Life Insurance, Financial Services, Buy-sell Agreements, Fiduciary, Deferred Compensation, Pensions, Nonprofits, Fixed Annuities, ESOP, Workers Compensation, RFP, Executive Pay, Defined Benefit, Fiduciary Liability, Key Person Insurance, Management, Commercial Insurance, Retirement Plan Design, Investment Monitoring &..., Retirement Plan..., Plan Fiduciary..., Non-profits, 401(k), 403(b), 457(b)..., RFP preparation, Corporate Owned Life...
Education
Kansas University 1993 — 1997
Fremd
Jeremy Tuckfelt Jeremy Tuckfelt's Allstate Financial Experience March 2012 - January 2015
Job AVP Enrollment Operations at BenAware
Industry Financial Services
Experience
BenAware January 2015 - Present
Allstate Financial March 2012 - January 2015
Skills
Insurance, Disability Insurance, Life Insurance, Marketing, Term Life Insurance, Brokers, Fixed Annuities, Health Insurance, Sales Management, Commercial Insurance, Critical Illness, Employee Benefits, Long-term Care, Property & Casualty..., Retirement, Retirement Planning, Underwriting, Universal Life, Whole Life, 401k
Education
University of Delaware 1992 — 1996
BenAware January 2015 - Present
Allstate Financial March 2012 - January 2015
Skills
Insurance, Disability Insurance, Life Insurance, Marketing, Term Life Insurance, Brokers, Fixed Annuities, Health Insurance, Sales Management, Commercial Insurance, Critical Illness, Employee Benefits, Long-term Care, Property & Casualty..., Retirement, Retirement Planning, Underwriting, Universal Life, Whole Life, 401k
Education
University of Delaware 1992 — 1996
Kinga Grosman's Allstate Financial Experience 2002 - July 2007
Job Relationship Manager at Allstate
Industry Insurance
Experience
Allstate May 2014 - Present
Allstate February 2012 - April 2014
Allstate March 2009 - May 2012
Allstate August 2007 - February 2010
Allstate Financial 2002 - July 2007
Skills
Insurance, Property & Casualty..., Life Insurance, Marketing, Health Insurance, Project Management, Project Planning, Program Management, Marketing Communications, Email Marketing, Direct Marketing, Teamwork, Strategy, Trade Shows, Leadership, Account Management, Integrated Marketing, Process Improvement
Education
University of Illinois at Chicago 1999 — 2004
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Allstate May 2014 - Present
Allstate February 2012 - April 2014
Allstate March 2009 - May 2012
Allstate August 2007 - February 2010
Allstate Financial 2002 - July 2007
Skills
Insurance, Property & Casualty..., Life Insurance, Marketing, Health Insurance, Project Management, Project Planning, Program Management, Marketing Communications, Email Marketing, Direct Marketing, Teamwork, Strategy, Trade Shows, Leadership, Account Management, Integrated Marketing, Process Improvement
Education
University of Illinois at Chicago 1999 — 2004
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Adriana L Amezcua Adriana L Amezcua's Allstate Financial Experience March 2009 - September 2014
Job National Retention Agent at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance November 2014 - Present
Allstate August 2005 - October 2014
Allstate Financial March 2009 - September 2014
H&R Block November 2005 - April 2009
Skills
Insurance, Customer Service, Fixed Annuities, Long-term Care, Retirement Planning, IRAs, Umbrella Insurance, Customer Service..., Account Management, Office Administration, Supervisory Skills, P&C License, Licensed Life & Health..., Superior Work Ethic, Committed to Customer..., Texas Notary, Homeowners, Administrative Support, Financial Planning, Outlook, Excel, Licensing, Word, Investments, Small Business, PowerPoint, Long Term Care, Health Insurance, Employee Benefits, Mortgage, Bookkeeping, Commercial Insurance, Customer Relations, Microsoft Office, Accounting, Tax, Roth IRA, Simple IRA, Key Person Insurance, Retirement Savings, Tax Strategies, IRA Rollovers, Sales, Team Building, Administrative..., Microsoft Excel, Life Insurance, Employee Training, Personal Training, Classroom Instruction
Education
University of Phoenix 2014 — 2018
Bachelor of Business Administration (BBA), Business Administration and Management, General
Instituto Anglo Mexicano de Cultura 1996 — 1999
ESSL. Education and class instruction., English Language and Literature, General
Universidad Panamericana
Languages
Colegio Reims
High School
Nationwide Insurance November 2014 - Present
Allstate August 2005 - October 2014
Allstate Financial March 2009 - September 2014
H&R Block November 2005 - April 2009
Skills
Insurance, Customer Service, Fixed Annuities, Long-term Care, Retirement Planning, IRAs, Umbrella Insurance, Customer Service..., Account Management, Office Administration, Supervisory Skills, P&C License, Licensed Life & Health..., Superior Work Ethic, Committed to Customer..., Texas Notary, Homeowners, Administrative Support, Financial Planning, Outlook, Excel, Licensing, Word, Investments, Small Business, PowerPoint, Long Term Care, Health Insurance, Employee Benefits, Mortgage, Bookkeeping, Commercial Insurance, Customer Relations, Microsoft Office, Accounting, Tax, Roth IRA, Simple IRA, Key Person Insurance, Retirement Savings, Tax Strategies, IRA Rollovers, Sales, Team Building, Administrative..., Microsoft Excel, Life Insurance, Employee Training, Personal Training, Classroom Instruction
Education
University of Phoenix 2014 — 2018
Bachelor of Business Administration (BBA), Business Administration and Management, General
Instituto Anglo Mexicano de Cultura 1996 — 1999
ESSL. Education and class instruction., English Language and Literature, General
Universidad Panamericana
Languages
Colegio Reims
High School
BILL DORANSKI's Allstate Financial Experience October 1977 - Present
Job senior account agent at Allstate Financial
Industry Financial Services
Experience
Allstate Financial October 1977 - Present
Education
The University of Kansas 1972 — 1976
University of Kansas 1972 — 1976
personnel managment
Allstate Financial October 1977 - Present
Education
The University of Kansas 1972 — 1976
University of Kansas 1972 — 1976
personnel managment
Amanda Funkey, ASA Amanda Funkey, ASA's Allstate Financial Experience January 2012 - Present
Job Actuarial Associate at Allstate Financial
Industry Insurance
Experience
Allstate Financial January 2012 - Present
Towers Watson August 2010 - December 2011
Watson Wyatt Worldwide June 2009 - August 2009
Skills
Actuarial Science, Pensions, Fixed Annuities, Microsoft Office, MoSes, Life Insurance, General Insurance, Stochastic Modeling, Funding, Term Life Insurance, Traditional Whole Life..., Variable Universal Life..., Deferred Annuities, Single Premium..., Reserving, Structured Settlement..., Payout Annuities, Valuation, Economic Capital, Retirement, Data Analysis, Variable Life, Insurance, Microsoft Excel, Analysis, Financial Modeling
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science in Liberal Arts and Sciences, Actuarial Science
Allstate Financial January 2012 - Present
Towers Watson August 2010 - December 2011
Watson Wyatt Worldwide June 2009 - August 2009
Skills
Actuarial Science, Pensions, Fixed Annuities, Microsoft Office, MoSes, Life Insurance, General Insurance, Stochastic Modeling, Funding, Term Life Insurance, Traditional Whole Life..., Variable Universal Life..., Deferred Annuities, Single Premium..., Reserving, Structured Settlement..., Payout Annuities, Valuation, Economic Capital, Retirement, Data Analysis, Variable Life, Insurance, Microsoft Excel, Analysis, Financial Modeling
Education
University of Illinois at Urbana-Champaign 2006 — 2010
Bachelor of Science in Liberal Arts and Sciences, Actuarial Science
Patrick Diaz Patrick Diaz's Allstate Financial Experience 2000 - 2005
Job Human Resources Manager at Dignity Health
Industry Human Resources
Experience
Dignity Health August 2014 - Present
Allstate Insurance Co 2009 - 2014
Allstate Insurance Co 2007 - 2009
Allstate Print & Communication Center 2005 - 2007
Allstate Financial 2000 - 2005
Allstate Motor Club 1997 - 2000
Skills
Workforce Transitions, Human Capital, Leadership, Human Resources, Talent Management, Workforce Planning, Succession Planning, Performance Management, Employee Relations, Talent Acquisition, Administration, Employee Training, Organizational..., Compensation & Benefit, Change Management
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Business Administration and Management, General
Dignity Health August 2014 - Present
Allstate Insurance Co 2009 - 2014
Allstate Insurance Co 2007 - 2009
Allstate Print & Communication Center 2005 - 2007
Allstate Financial 2000 - 2005
Allstate Motor Club 1997 - 2000
Skills
Workforce Transitions, Human Capital, Leadership, Human Resources, Talent Management, Workforce Planning, Succession Planning, Performance Management, Employee Relations, Talent Acquisition, Administration, Employee Training, Organizational..., Compensation & Benefit, Change Management
Education
University of Illinois at Chicago
Bachelor of Science (B.S.), Business Administration and Management, General
Tara A Bell Tara A Bell's Allstate Financial Experience November 1993 - Present
Job Property Claims Adjuster at Allstate Property Market Claim Office
Industry Financial Services
Experience
Allstate Financial November 1993 - Present
Skills
Fixed Annuities, Insurance, Life Insurance, Property & Casualty..., Underwriting, Strategic Financial..., Commercial Insurance, General Insurance, Casualty, Health Insurance
Education
The University of Akron 2002 — 2006
Bachelor of Arts (BA), Business Organizational Communications
The University of Akron
Allstate Financial November 1993 - Present
Skills
Fixed Annuities, Insurance, Life Insurance, Property & Casualty..., Underwriting, Strategic Financial..., Commercial Insurance, General Insurance, Casualty, Health Insurance
Education
The University of Akron 2002 — 2006
Bachelor of Arts (BA), Business Organizational Communications
The University of Akron
Kristoffer Nequin Kristoffer Nequin's Allstate Financial Experience May 2010 - Present
Job Relationship Manager at Allstate Financial
Industry Financial Services
Experience
Allstate Financial May 2010 - Present
US Road Sports & Entertainment Group June 2013 - November 2013
Allstate Financial November 2008 - May 2010
Allstate Financial September 2006 - November 2008
Allstate Financial August 2005 - September 2006
Landa Designs February 2004 - February 2005
American Family Insurance September 2001 - January 2004
TD Ameritrade January 2001 - August 2001
Skills
Insurance, Customer Service, Compliance, Business Relationship..., Fixed Annuities, Series 63, Life Insurance, Mutual Funds, Series 6, Financial Services, Relationship Management, Securities, Retirement, Variable Annuities, Marketing, Management, Strategy, Portfolio Management, Banking, CRM, Training, Sales, Analysis, Program Management
Education
University of Illinois at Chicago 1997 — 2000
BA, Communication
Allstate Financial May 2010 - Present
US Road Sports & Entertainment Group June 2013 - November 2013
Allstate Financial November 2008 - May 2010
Allstate Financial September 2006 - November 2008
Allstate Financial August 2005 - September 2006
Landa Designs February 2004 - February 2005
American Family Insurance September 2001 - January 2004
TD Ameritrade January 2001 - August 2001
Skills
Insurance, Customer Service, Compliance, Business Relationship..., Fixed Annuities, Series 63, Life Insurance, Mutual Funds, Series 6, Financial Services, Relationship Management, Securities, Retirement, Variable Annuities, Marketing, Management, Strategy, Portfolio Management, Banking, CRM, Training, Sales, Analysis, Program Management
Education
University of Illinois at Chicago 1997 — 2000
BA, Communication
HARBANS SONI HARBANS SONI's Allstate Financial Experience September 2000 - June 2012
Job Agency Owner at Allstate Insurance Company
Industry Financial Services
Experience
Allstate Insurance Agency September 2000 - Present
Allstate Financial September 2000 - June 2012
Skills
Disability Insurance, Term Life Insurance, IRAs, Commercial Lines, Health Insurance, Liability, Insurance, Casualty, Fixed Annuities, Long-term Care, Brokers, Workers Compensation, General Insurance, Risk Management, Property & Casualty..., Process Improvement, Supervisory Skills, Retirement Planning, Commercial Insurance, Sales Management, Motorcycle, New Business Development, Underwriting, Customer Service, Life Insurance
Education
The University of New Mexico 1970 — 1972
Bachelor's degree, Mechanical Engineering
Allstate Insurance Agency September 2000 - Present
Allstate Financial September 2000 - June 2012
Skills
Disability Insurance, Term Life Insurance, IRAs, Commercial Lines, Health Insurance, Liability, Insurance, Casualty, Fixed Annuities, Long-term Care, Brokers, Workers Compensation, General Insurance, Risk Management, Property & Casualty..., Process Improvement, Supervisory Skills, Retirement Planning, Commercial Insurance, Sales Management, Motorcycle, New Business Development, Underwriting, Customer Service, Life Insurance
Education
The University of New Mexico 1970 — 1972
Bachelor's degree, Mechanical Engineering
Nitor Egbarin, JD Nitor Egbarin, JD's Allstate Financial Experience March 2003 - August 2005
Job Managing Director
Industry Financial Services
Experience
ER Group October 2011 - Present
Allstate Financial March 2003 - August 2005
American Express Financial Advisors July 2001 - January 2003
Skills
Deal Making, Business Strategy, Business Analysis, Business Planning, New Business Development, Negotiation, Executive Management, Management, Strategic Planning, Operations Management, Strategic Financial..., Finance
Education
The University of Connecticut School of Law 1984 — 1987
Doctor of Law (J.D.)
The University of Connecticut 1982 — 1984
Bachelor of Arts (BA), English Language and Literature, General
ER Group October 2011 - Present
Allstate Financial March 2003 - August 2005
American Express Financial Advisors July 2001 - January 2003
Skills
Deal Making, Business Strategy, Business Analysis, Business Planning, New Business Development, Negotiation, Executive Management, Management, Strategic Planning, Operations Management, Strategic Financial..., Finance
Education
The University of Connecticut School of Law 1984 — 1987
Doctor of Law (J.D.)
The University of Connecticut 1982 — 1984
Bachelor of Arts (BA), English Language and Literature, General
Greg Marion Greg Marion's Allstate Financial Experience July 2006 - November 2007
Job VP, Senior Strategy Officer
Industry Insurance
Experience
USAA November 2014 - Present
USAA July 2012 - November 2014
USAA July 2010 - July 2012
Zurich Financial Services May 2009 - June 2010
Allstate Insurance November 2007 - April 2009
Allstate Financial July 2006 - November 2007
The Cambridge Group June 2004 - June 2006
Marakon Associates 1999 - May 2004
Deloitte July 1994 - August 1997
Skills
Segmentation, Strategy, Cross-functional Team..., Business Development, Management, Business Process..., Business Strategy, Strategic Planning, Management Consulting, Product Management, Start-ups, Market Research, P, Product Development
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Strategic Management
University of Michigan 1990 — 1994
BA, Psychology
USAA November 2014 - Present
USAA July 2012 - November 2014
USAA July 2010 - July 2012
Zurich Financial Services May 2009 - June 2010
Allstate Insurance November 2007 - April 2009
Allstate Financial July 2006 - November 2007
The Cambridge Group June 2004 - June 2006
Marakon Associates 1999 - May 2004
Deloitte July 1994 - August 1997
Skills
Segmentation, Strategy, Cross-functional Team..., Business Development, Management, Business Process..., Business Strategy, Strategic Planning, Management Consulting, Product Management, Start-ups, Market Research, P, Product Development
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Strategic Management
University of Michigan 1990 — 1994
BA, Psychology
David R. Gould David R. Gould's Allstate Financial Experience November 2004 - Present
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial November 2004 - Present
Northwest Senior Strategies November 1999 - November 2004
Rag Machine May 1998 - October 1999
H.T.I November 1993 - November 1998
Bellingham Farmers Market January 1992 - June 1993
Skills
Sales, Small Business, Research, Retirement Planning, Life Insurance, Insurance, Disability Insurance, Investments, Term Life Insurance, Finance, Direct Marketing, Financial Services, Underwriting, Commercial Insurance, Risk Management, Customer Service
Education
Western Washington University 1992 — 1994
BA, Ecology, Environmental Studies
Université Paris-Sorbonne 1989 — 1990
French Language and Literature
University of Washington 1987 — 1990
Allstate Financial November 2004 - Present
Northwest Senior Strategies November 1999 - November 2004
Rag Machine May 1998 - October 1999
H.T.I November 1993 - November 1998
Bellingham Farmers Market January 1992 - June 1993
Skills
Sales, Small Business, Research, Retirement Planning, Life Insurance, Insurance, Disability Insurance, Investments, Term Life Insurance, Finance, Direct Marketing, Financial Services, Underwriting, Commercial Insurance, Risk Management, Customer Service
Education
Western Washington University 1992 — 1994
BA, Ecology, Environmental Studies
Université Paris-Sorbonne 1989 — 1990
French Language and Literature
University of Washington 1987 — 1990
Allen Scott Allen Scott's Allstate Financial Experience March 2013 - January 2014
Job HR Manager at ThomassonWhite
Industry Human Resources
Experience
Thomasson-White October 2014 - Present
Keller Williams Realty February 2014 - November 2014
Allstate Financial March 2013 - January 2014
MassMutual Financial Group July 2012 - February 2013
New York Life Insurance Company and NYLIFE Securities 2010 - July 2012
Independent Contractor 2005 - 2008
Enginuity Communications 2001 - 2005
Southwestern Bell Telephone Co. (SBC / AT&T) 1975 - 2000
Education
University of Texas at Dallas - Naveen Jindal School of Management
MS, Business Management and Administration / Finance
The University of Texas at Arlington
BA, Political Science / Business
Irving High School
Thomasson-White October 2014 - Present
Keller Williams Realty February 2014 - November 2014
Allstate Financial March 2013 - January 2014
MassMutual Financial Group July 2012 - February 2013
New York Life Insurance Company and NYLIFE Securities 2010 - July 2012
Independent Contractor 2005 - 2008
Enginuity Communications 2001 - 2005
Southwestern Bell Telephone Co. (SBC / AT&T) 1975 - 2000
Education
University of Texas at Dallas - Naveen Jindal School of Management
MS, Business Management and Administration / Finance
The University of Texas at Arlington
BA, Political Science / Business
Irving High School
Jeff Pfeiffer Jeff Pfeiffer's Allstate Financial Experience March 2005 - December 2008
Job Retirement Planner at Lucey Wealth Advisors
Industry Financial Services
Experience
Lucey Wealth Advisors June 2015 - Present
AAA NCNU November 2009 - June 2015
NAA Life May 2009 - July 2009
Allstate Financial March 2005 - December 2008
MetLife Financial Services 1996 - 2005
Education
University of California, Santa Barbara 1974 — 1978
BA, Business Economics
Lucey Wealth Advisors June 2015 - Present
AAA NCNU November 2009 - June 2015
NAA Life May 2009 - July 2009
Allstate Financial March 2005 - December 2008
MetLife Financial Services 1996 - 2005
Education
University of California, Santa Barbara 1974 — 1978
BA, Business Economics
Bethanie Kraft Bethanie Kraft's Allstate Financial Experience July 1989 - April 1996
Job Sales Producer at Koch Insurance
Industry Insurance
Experience
Koch Insurance Agency, Inc. October 2011 - Present
MainStreet Libertyville May 2008 - Present
Revelari January 2010 - December 2014
MainStreet Libertyville May 2007 - May 2010
Fort Dearborn Life Insurance Company April 1996 - October 2001
Allstate Financial July 1989 - April 1996
Skills
Sales, Underwriting, Event Planning, Advertising, Property & Casualty..., Fundraising, Public Speaking, Marketing, Nonprofits, Budgets, New Business Development, Risk Management, Project Management, Small Business, Management, Strategic Planning
Education
University of Illinois at Urbana-Champaign 1985 — 1989
BA, English
Libertyville High School 1981 — 1985
Koch Insurance Agency, Inc. October 2011 - Present
MainStreet Libertyville May 2008 - Present
Revelari January 2010 - December 2014
MainStreet Libertyville May 2007 - May 2010
Fort Dearborn Life Insurance Company April 1996 - October 2001
Allstate Financial July 1989 - April 1996
Skills
Sales, Underwriting, Event Planning, Advertising, Property & Casualty..., Fundraising, Public Speaking, Marketing, Nonprofits, Budgets, New Business Development, Risk Management, Project Management, Small Business, Management, Strategic Planning
Education
University of Illinois at Urbana-Champaign 1985 — 1989
BA, English
Libertyville High School 1981 — 1985
Trung Trang's Allstate Financial Experience 2010 - Present
Job Financial Services Consultant at Allstate Financial
Industry Financial Services
Experience
Allstate Financial 2010 - Present
Allstate Financial 2008 - 2010
MassMutual Financial Group / Sequence Financial Group 2003 - 2008
Skills
Life Insurance, Financial Services, Fixed Annuities, Retirement Planning, Insurance, Retirement, Term Life Insurance, Mutual Funds, Disability Insurance, Series 7, Series 63, Investments, Health Insurance, Long-term Care, Strategic Financial..., Property & Casualty..., General Insurance, Risk Management
Education
The George Washington University 1980 — 1981
Universite de Louvain - Belgium 1978 — 1980
Allstate Financial 2010 - Present
Allstate Financial 2008 - 2010
MassMutual Financial Group / Sequence Financial Group 2003 - 2008
Skills
Life Insurance, Financial Services, Fixed Annuities, Retirement Planning, Insurance, Retirement, Term Life Insurance, Mutual Funds, Disability Insurance, Series 7, Series 63, Investments, Health Insurance, Long-term Care, Strategic Financial..., Property & Casualty..., General Insurance, Risk Management
Education
The George Washington University 1980 — 1981
Universite de Louvain - Belgium 1978 — 1980
Lisa Fulco, CFP®, ChFC®, LUTCF Lisa Fulco, CFP®, ChFC®, LUTCF's Allstate Financial Experience October 2001 - December 2004
Job Financial Advisor
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
The Prosperity Consulting Group December 2011 - April 2013
NAIFA Harford-Cecil 2009 - 2013
AXA Advisors November 2010 - February 2012
Metlife Resources March 2005 - November 2010
Allstate Financial October 2001 - December 2004
Bank of America January 1997 - March 2001
Legg Mason 1995 - 1998
Skills
Retirement Planning, Investments, Mutual Funds
Education
The American College 2007 — 2014
Chartered Financial Consultant, Financial Planning and Services, Awarded ChFC Designation
Towson University 1997 — 2000
Master of Science, Human Resource Development
Towson University 1991 — 1995
Bachelor of Science, Economics
North Harford High School 1988 — 1991
HS Diploma
TIAA-CREF October 2013 - Present
The Prosperity Consulting Group December 2011 - April 2013
NAIFA Harford-Cecil 2009 - 2013
AXA Advisors November 2010 - February 2012
Metlife Resources March 2005 - November 2010
Allstate Financial October 2001 - December 2004
Bank of America January 1997 - March 2001
Legg Mason 1995 - 1998
Skills
Retirement Planning, Investments, Mutual Funds
Education
The American College 2007 — 2014
Chartered Financial Consultant, Financial Planning and Services, Awarded ChFC Designation
Towson University 1997 — 2000
Master of Science, Human Resource Development
Towson University 1991 — 1995
Bachelor of Science, Economics
North Harford High School 1988 — 1991
HS Diploma
Phil Russo Phil Russo's Allstate Financial Experience July 1999 - Present
Job Actuary at Allstate Financial
Industry Financial Services
Experience
Allstate Financial July 1999 - Present
Skills
Fixed Annuities, Actuarial Science, Insurance, Retirement, Reinsurance, Retirement Planning, Term Life Insurance, Financial Risk, Underwriting, Variable Annuities, Universal Life, Life Insurance, Innovation, Product Management, Risk Management, Strategy, Pricing, Leadership, General Insurance
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Actuarial Science
York High School
Allstate Financial July 1999 - Present
Skills
Fixed Annuities, Actuarial Science, Insurance, Retirement, Reinsurance, Retirement Planning, Term Life Insurance, Financial Risk, Underwriting, Variable Annuities, Universal Life, Life Insurance, Innovation, Product Management, Risk Management, Strategy, Pricing, Leadership, General Insurance
Education
University of Illinois at Urbana-Champaign 1995 — 1999
BS, Actuarial Science
York High School
Heidi Price Heidi Price's Allstate Financial Experience January 2008 - January 2013
Job Self Motivated Sales Leader Focusing on Business Development
Industry Insurance
Experience
Allstate Auto Dealership Program March 2013 - Present
Allstate Financial January 2008 - January 2013
Allstate Insurance January 2007 - January 2008
Ricoh Americas Corporation May 2004 - May 2006
Panasonic June 1982 - May 2004
Skills
Insurance Industry, Sales&Marketing, Life & Health Insurance..., Licensed Property &..., Term Life Insurance, Fixed Annuities, Insurance, Sales Management, Small Business..., Financial Industry..., Recruiting, Sales Networking, Business Planning, Business Development, Selling, Small Business, Training, Property & Casualty..., Underwriting, Long-term Care, Leadership, Homeowners, Sales Operations, Sales, Account Management, Strategic Planning, Series 6, Employee Benefits
Education
The University of Texas at Arlington 1978 — 1982
Bachelor of Business Administration (BBA), Business Administration and Management, General
Allstate Auto Dealership Program March 2013 - Present
Allstate Financial January 2008 - January 2013
Allstate Insurance January 2007 - January 2008
Ricoh Americas Corporation May 2004 - May 2006
Panasonic June 1982 - May 2004
Skills
Insurance Industry, Sales&Marketing, Life & Health Insurance..., Licensed Property &..., Term Life Insurance, Fixed Annuities, Insurance, Sales Management, Small Business..., Financial Industry..., Recruiting, Sales Networking, Business Planning, Business Development, Selling, Small Business, Training, Property & Casualty..., Underwriting, Long-term Care, Leadership, Homeowners, Sales Operations, Sales, Account Management, Strategic Planning, Series 6, Employee Benefits
Education
The University of Texas at Arlington 1978 — 1982
Bachelor of Business Administration (BBA), Business Administration and Management, General
Bill Beattie Bill Beattie's Allstate Financial Experience August 2001 - October 2003
Job Owner at The Stover Company Inc., Commercial, Personal Property and Casualty Insurance
Industry Insurance
Experience
The Stover Company Inc., Commercial Insurance September 2012 - Present
Gibson and Associates, Inc. August 2003 - September 2012
NYLIFE SECURITIES LLC September 2003 - February 2010
Allstate Financial August 2001 - October 2003
SWS FINANCIAL SERVICES August 2000 - August 2001
Century Capital Corporation of SC August 1991 - July 2000
Skills
Insurance, Benefits Management, Risk Management, Insurance Negotiations, P&C Insurance, Key Person Insurance, Retirement Benefits, Negotiation, Investments, Real Estate, Life Insurance, Property & Casualty..., Underwriting, Investment Properties, Commercial Insurance, Disability Insurance, Selling, Professional Liability, Commercial Real Estate, Legal Liability, Fixed Annuities, Property, Casualty, Liability, Sales, Workers Compensation
Education
The University of Georgia
Bachelor's degree, Economics
The Stover Company Inc., Commercial Insurance September 2012 - Present
Gibson and Associates, Inc. August 2003 - September 2012
NYLIFE SECURITIES LLC September 2003 - February 2010
Allstate Financial August 2001 - October 2003
SWS FINANCIAL SERVICES August 2000 - August 2001
Century Capital Corporation of SC August 1991 - July 2000
Skills
Insurance, Benefits Management, Risk Management, Insurance Negotiations, P&C Insurance, Key Person Insurance, Retirement Benefits, Negotiation, Investments, Real Estate, Life Insurance, Property & Casualty..., Underwriting, Investment Properties, Commercial Insurance, Disability Insurance, Selling, Professional Liability, Commercial Real Estate, Legal Liability, Fixed Annuities, Property, Casualty, Liability, Sales, Workers Compensation
Education
The University of Georgia
Bachelor's degree, Economics
Lindsey Bocage Lindsey Bocage's Allstate Financial Experience April 2011 - Present
Job Claims Service Specialist at Allstate Financial
Industry Financial Services
Experience
Allstate Financial April 2011 - Present
BJ's Wholesale Club January 2009 - April 2011
Skills
Insurance, Customer Service, Retail, Customer Relations, Word, PowerPoint, Outlook, Data Entry, Writing, Teamwork
Education
University of Cincinnati-Raymond Walters College 2008 — 2008
Dental Hygiene
Allstate Financial April 2011 - Present
BJ's Wholesale Club January 2009 - April 2011
Skills
Insurance, Customer Service, Retail, Customer Relations, Word, PowerPoint, Outlook, Data Entry, Writing, Teamwork
Education
University of Cincinnati-Raymond Walters College 2008 — 2008
Dental Hygiene
Mark Freemyer Mark Freemyer's Allstate Financial Experience February 2003 - Present
Job Agency Owner at Allstate
Industry Financial Services
Experience
Allstate Financial February 2003 - Present
Allstate January 2002 - Present
Skills
Loans, Life Insurance, Retirement Planning, Retirement, Underwriting, Mortgage Lending, Banking, Fixed Annuities, Term Life Insurance, Strategic Financial..., Commercial Insurance, Property & Casualty..., Insurance
Education
U.S. Air Force Institute of Technology 1976 — 1977
Power Production Specialist
Hilcrest High School 1974 — 1976
Allstate Financial February 2003 - Present
Allstate January 2002 - Present
Skills
Loans, Life Insurance, Retirement Planning, Retirement, Underwriting, Mortgage Lending, Banking, Fixed Annuities, Term Life Insurance, Strategic Financial..., Commercial Insurance, Property & Casualty..., Insurance
Education
U.S. Air Force Institute of Technology 1976 — 1977
Power Production Specialist
Hilcrest High School 1974 — 1976
Melissa Duncan Rosendahl's Allstate Financial Experience September 2011 - Present
Job Agency Owner at Allstate Financial
Industry Financial Services
Experience
Allstate Financial September 2011 - Present
Allstate October 2009 - December 2011
Skills
Term Life Insurance, Insurance, Property & Casualty..., Fixed Annuities, Life Insurance, Commercial Insurance, Credit, General Insurance, Long-term Care, Underwriting, Disability Insurance, Sales, Casualty, Health Insurance, Homeowners, Umbrella Insurance, Retirement, Liability, Universal Life, Permanent Life Insurance, Claim, 401k, Casualty Insurance
Education
University of Central Florida 2008 — 2009
Bachelor of Business Administration (BBA)
NOVI HIGH SCHOOL 2001 — 2005
General Studies, High School/Secondary Diploma Programs
Allstate Financial September 2011 - Present
Allstate October 2009 - December 2011
Skills
Term Life Insurance, Insurance, Property & Casualty..., Fixed Annuities, Life Insurance, Commercial Insurance, Credit, General Insurance, Long-term Care, Underwriting, Disability Insurance, Sales, Casualty, Health Insurance, Homeowners, Umbrella Insurance, Retirement, Liability, Universal Life, Permanent Life Insurance, Claim, 401k, Casualty Insurance
Education
University of Central Florida 2008 — 2009
Bachelor of Business Administration (BBA)
NOVI HIGH SCHOOL 2001 — 2005
General Studies, High School/Secondary Diploma Programs
Amy France, CFP® CRPC®'s Allstate Financial Experience 2008 - 2009
Job Financial Advisor at U.S. Bancorp Investments, Inc. U.S. Bancorp Insurance Services, LLC
Industry Financial Services
Experience
US Bancorp Investments and Insurance April 2010 - Present
SunTrust Investment Services October 2009 - April 2010
Allstate Financial 2008 - 2009
US Bancorp Investments November 2001 - June 2008
Education
Tusculum College 2000 — 2003
BS, Business Management
US Bancorp Investments and Insurance April 2010 - Present
SunTrust Investment Services October 2009 - April 2010
Allstate Financial 2008 - 2009
US Bancorp Investments November 2001 - June 2008
Education
Tusculum College 2000 — 2003
BS, Business Management
Norbert Lieblang Norbert Lieblang's Allstate Financial Experience August 2005 - April 2009
Job Personal Financial Representative at Allstate
Industry Insurance
Experience
Allstate April 2009 - Present
Allstate Financial August 2005 - April 2009
Lincoln Financial Advisors February 2003 - June 2005
Omni Financial Group November 1996 - February 2003
Keller Graduate School of Management 1998 - 2000
General Board of Pensions 1989 - 1996
Skokie Federal 1980 - 1989
Education
University of Illinois at Chicago 1976 — 1980
Keller Graduate School of Management
MBA, Finance
Allstate April 2009 - Present
Allstate Financial August 2005 - April 2009
Lincoln Financial Advisors February 2003 - June 2005
Omni Financial Group November 1996 - February 2003
Keller Graduate School of Management 1998 - 2000
General Board of Pensions 1989 - 1996
Skokie Federal 1980 - 1989
Education
University of Illinois at Chicago 1976 — 1980
Keller Graduate School of Management
MBA, Finance
Stephen Lipker Stephen Lipker's Allstate Financial Experience April 2001 - April 2008
Job 2nd Vice President Business Development at Protective Life
Industry Financial Services
Experience
Protective Life December 2013 - Present
BAI February 2012 - December 2013
CD Funding Group, LLC November 2010 - February 2012
AIG SunAmerica April 2008 - April 2009
Allstate Financial April 2001 - April 2008
Fifth Third Bank March 1997 - April 2001
Skills
Wealth Management, Product Launch, Financial Services, Territory Management, Series 7, Sales Force Development, Strategy, Insurance, Strategic Planning, Management, Leadership, Budgets, Banking, Relationship Management, Retirement Planning, Business Development, Investments, Strategic Partnerships, Executive Management, Sales Operations, Sales, New Business Development, Marketing, Marketing Strategy, Training, Forecasting, CRM, Mutual Funds, Series 63, Selling, Asset Allocation, Series 6, Strategic Financial..., Salesforce.com, Operations Management, Fixed Annuities, Financial Advisory, Retirement, Series 24, Asset Management, Portfolio Management, Lead Generation, Risk Management, FINRA, 401k, Financial Planning
Education
The Ohio State University 1988 — 1992
BA, Journalism
Protective Life December 2013 - Present
BAI February 2012 - December 2013
CD Funding Group, LLC November 2010 - February 2012
AIG SunAmerica April 2008 - April 2009
Allstate Financial April 2001 - April 2008
Fifth Third Bank March 1997 - April 2001
Skills
Wealth Management, Product Launch, Financial Services, Territory Management, Series 7, Sales Force Development, Strategy, Insurance, Strategic Planning, Management, Leadership, Budgets, Banking, Relationship Management, Retirement Planning, Business Development, Investments, Strategic Partnerships, Executive Management, Sales Operations, Sales, New Business Development, Marketing, Marketing Strategy, Training, Forecasting, CRM, Mutual Funds, Series 63, Selling, Asset Allocation, Series 6, Strategic Financial..., Salesforce.com, Operations Management, Fixed Annuities, Financial Advisory, Retirement, Series 24, Asset Management, Portfolio Management, Lead Generation, Risk Management, FINRA, 401k, Financial Planning
Education
The Ohio State University 1988 — 1992
BA, Journalism
Clayton Lindsey Clayton Lindsey's Allstate Financial Experience May 2007 - Present
Job Financial Services Representative, Allstate Financial Services
Industry Financial Services
Experience
Allstate Financial May 2007 - Present
Arkansas Benefit Enrollment Services, LLC August 2004 - Present
John Hancock 2004 - 2005
USAble Life June 2001 - August 2004
Lanier Worldwide March 1999 - June 2000
Skills
Health Insurance
Education
University of Arkansas at Little Rock 1992 — 1998
Bachelor of Business Administration, Marketing
Little Rock Catholic High
Allstate Financial May 2007 - Present
Arkansas Benefit Enrollment Services, LLC August 2004 - Present
John Hancock 2004 - 2005
USAble Life June 2001 - August 2004
Lanier Worldwide March 1999 - June 2000
Skills
Health Insurance
Education
University of Arkansas at Little Rock 1992 — 1998
Bachelor of Business Administration, Marketing
Little Rock Catholic High
Atkinson Ben Atkinson Ben's Allstate Financial Experience January 2009 - Present
Job Insurance Agent at Allstate Financial
Industry Financial Services
Experience
Allstate Financial January 2009 - Present
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Term Life Insurance, Retirement, Property & Casualty..., Mutual Funds, Strategic Financial..., Commercial Insurance, Series 63
Education
University of Alaska Fairbanks 1980 — 1984
Allstate Financial January 2009 - Present
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Term Life Insurance, Retirement, Property & Casualty..., Mutual Funds, Strategic Financial..., Commercial Insurance, Series 63
Education
University of Alaska Fairbanks 1980 — 1984
Magdalisse Negrón Magdalisse Negrón's Allstate Financial Experience August 2004 - July 2007
Job Accountant / Office Manager at Randy's Fishmarket & Restaurant Inc.
Industry Apparel & Fashion
Experience
Randy's Fishmarket & Restaurant Inc. June 2015 - Present
House of Wu August 2014 - June 2015
Grupo Latino Insurance Services L.L.C. July 2014 - August 2014
Bonanza Steakhouse June 2010 - June 2014
Los Gorditos Restaurant January 2007 - June 2010
RC Digital Print July 2007 - January 2008
Allstate Financial August 2004 - July 2007
Fran Ro September 2002 - May 2003
Skills
Data Entry, Training, Office Administration, Outlook, Customer Service, Team Building, Sales, Public Speaking, Administrative..., Team Leadership, Human Resources, Coaching, Calendaring, Calendars, Leadership, Confidentiality, Fax, Office Management, Executive Support, Expenses, Clerical Work, Cross-functional Team..., Public Relations, Editing, Following Up, Employee Training, Teaching Adults, QuickBooks, Staff Development, Leadership Development, Business Development, Retail, Time Management, Microsoft Office, Recruiting, PowerPoint, Microsoft Word, Administration, Management, Microsoft Excel, Travel Arrangements, Inventory Management, Meeting Scheduling, Spreadsheets, Executive..., Appointment Scheduling, Heavy Calendaring, Invoice Processing, Clerical Skills, Receptionist Duties
Education
University of Phoenix 2014 — 2015
Master of Arts (M.A.), Education/Adult Education and Training
Universidad del Turabo 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Universidad del Turabo 2006 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
University of Puerto Rico 2003 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Randy's Fishmarket & Restaurant Inc. June 2015 - Present
House of Wu August 2014 - June 2015
Grupo Latino Insurance Services L.L.C. July 2014 - August 2014
Bonanza Steakhouse June 2010 - June 2014
Los Gorditos Restaurant January 2007 - June 2010
RC Digital Print July 2007 - January 2008
Allstate Financial August 2004 - July 2007
Fran Ro September 2002 - May 2003
Skills
Data Entry, Training, Office Administration, Outlook, Customer Service, Team Building, Sales, Public Speaking, Administrative..., Team Leadership, Human Resources, Coaching, Calendaring, Calendars, Leadership, Confidentiality, Fax, Office Management, Executive Support, Expenses, Clerical Work, Cross-functional Team..., Public Relations, Editing, Following Up, Employee Training, Teaching Adults, QuickBooks, Staff Development, Leadership Development, Business Development, Retail, Time Management, Microsoft Office, Recruiting, PowerPoint, Microsoft Word, Administration, Management, Microsoft Excel, Travel Arrangements, Inventory Management, Meeting Scheduling, Spreadsheets, Executive..., Appointment Scheduling, Heavy Calendaring, Invoice Processing, Clerical Skills, Receptionist Duties
Education
University of Phoenix 2014 — 2015
Master of Arts (M.A.), Education/Adult Education and Training
Universidad del Turabo 2012 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Universidad del Turabo 2006 — 2007
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
University of Puerto Rico 2003 — 2004
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Christopher Bearss Christopher Bearss's Allstate Financial Experience June 2005 - January 2012
Job Cardinal Insurance Professionals, Principal
Industry Insurance
Experience
Cardinal Insurance January 2012 - Present
Allstate Financial June 2005 - January 2012
Per-Se Technologies June 2003 - June 2005
Skills
Financial Advisory, Insurance, Personal Financial..., Retirement Planning, Investments, Annuities; Fixed,..., Medicare Avantage &..., Health Insurance, Property & Casualty..., Term Life Insurance, Life Insurance
Education
University of Colorado at Boulder 1992 — 1995
Business, Management Information Systems
United States Navy 1988 — 1992
NUCLEAR EMERGENCY REACTION FORCE
Cardinal Insurance January 2012 - Present
Allstate Financial June 2005 - January 2012
Per-Se Technologies June 2003 - June 2005
Skills
Financial Advisory, Insurance, Personal Financial..., Retirement Planning, Investments, Annuities; Fixed,..., Medicare Avantage &..., Health Insurance, Property & Casualty..., Term Life Insurance, Life Insurance
Education
University of Colorado at Boulder 1992 — 1995
Business, Management Information Systems
United States Navy 1988 — 1992
NUCLEAR EMERGENCY REACTION FORCE
Massoud Faghihi, PMP Massoud Faghihi, PMP's Allstate Financial Experience February 1986 - December 2011
Job Project Manager Consultant at a major Bank/Financial company.
Industry Financial Services
Experience
Capco March 2014 - Present
TEKsystems September 2012 - March 2014
Synectics Inc. Chicago IL March 2012 - September 2012
Allstate Financial February 1986 - December 2011
ALLSTATE INSURANCE COMPANY February 1986 - December 2011
Allstate Insurance Co. January 1995 - January 2004
Allstate January 1986 - January 1995
Skills
Project Management, Budgets, Management, Information Technology, Staff Development, Leadership, Business Analysis, Vendor Management, Process Improvement, Change Management, SDLC, Waterfall, Strategic Planning, Visual Basic, CRM, Visio, Customer Service, Contract Negotiation, Requirements Analysis, Architecture, Integration, Solution Architecture, Enterprise Architecture, Requirements Gathering, PMP, Project Planning, IT Strategy, PMO, Software Development, ITIL, Databases, IT Management, Resource Management, Software Documentation, Business Intelligence, MS Project, Project Portfolio..., Agile Methodologies, Team Building, Risk Management, SOA, SharePoint, Program Management, Data Center, Business Requirements, Project Delivery, Business Process..., Data Warehousing, Business Process, Software Project...
Education
Marycrest College 1984 — 1986
MIS, Computer and Information Technology
University of Dubuque 1980 — 1982
BS, Math and Biology
Capco March 2014 - Present
TEKsystems September 2012 - March 2014
Synectics Inc. Chicago IL March 2012 - September 2012
Allstate Financial February 1986 - December 2011
ALLSTATE INSURANCE COMPANY February 1986 - December 2011
Allstate Insurance Co. January 1995 - January 2004
Allstate January 1986 - January 1995
Skills
Project Management, Budgets, Management, Information Technology, Staff Development, Leadership, Business Analysis, Vendor Management, Process Improvement, Change Management, SDLC, Waterfall, Strategic Planning, Visual Basic, CRM, Visio, Customer Service, Contract Negotiation, Requirements Analysis, Architecture, Integration, Solution Architecture, Enterprise Architecture, Requirements Gathering, PMP, Project Planning, IT Strategy, PMO, Software Development, ITIL, Databases, IT Management, Resource Management, Software Documentation, Business Intelligence, MS Project, Project Portfolio..., Agile Methodologies, Team Building, Risk Management, SOA, SharePoint, Program Management, Data Center, Business Requirements, Project Delivery, Business Process..., Data Warehousing, Business Process, Software Project...
Education
Marycrest College 1984 — 1986
MIS, Computer and Information Technology
University of Dubuque 1980 — 1982
BS, Math and Biology
Tea Nira Tea Nira's Allstate Financial Experience
Job Agency Principal at Allstate Financial
Industry Financial Services
Experience
Allstate Financial
Skills
Annuities, Disability Insurance, Long Term Care, Renters, IRA's
Education
UC Davis
Allstate Financial
Skills
Annuities, Disability Insurance, Long Term Care, Renters, IRA's
Education
UC Davis
Jake Panek's Allstate Financial Experience May 2012 - August 2012
Job Senior Audit Professional
Industry Sporting Goods
Experience
Nike June 2015 - Present
KPMG August 2013 - June 2015
Illinois Global Consulting Program September 2012 - May 2013
Illinois Business Consulting September 2011 - May 2013
Allstate Financial May 2012 - August 2012
Transaction Network Services March 2009 - July 2011
Ernst & Young July 2006 - March 2009
Skills
IT Management, Process Improvement, Data Analysis, Business Analysis, Change Management, Accounting, Financial Reporting, Strategic Planning, Team Leadership, Competitive Analysis, Leadership, Analysis, Business Process..., Management, Strategy, Finance, Business Planning, Training, Auditing, CRM, Sarbanes-Oxley Act, Internal Controls, Business Process, Management Consulting, Strategic Partnerships, Internal Audit, Financial Analysis, Financial Modeling, Consulting, Project Management, Business Strategy
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2013
MBA, Strategic Management and Information Management
University of Delaware - Lerner College of Business and Economics 2002 — 2006
B.S., Accounting and MIS
Nike June 2015 - Present
KPMG August 2013 - June 2015
Illinois Global Consulting Program September 2012 - May 2013
Illinois Business Consulting September 2011 - May 2013
Allstate Financial May 2012 - August 2012
Transaction Network Services March 2009 - July 2011
Ernst & Young July 2006 - March 2009
Skills
IT Management, Process Improvement, Data Analysis, Business Analysis, Change Management, Accounting, Financial Reporting, Strategic Planning, Team Leadership, Competitive Analysis, Leadership, Analysis, Business Process..., Management, Strategy, Finance, Business Planning, Training, Auditing, CRM, Sarbanes-Oxley Act, Internal Controls, Business Process, Management Consulting, Strategic Partnerships, Internal Audit, Financial Analysis, Financial Modeling, Consulting, Project Management, Business Strategy
Education
University of Illinois at Urbana-Champaign - College of Business 2011 — 2013
MBA, Strategic Management and Information Management
University of Delaware - Lerner College of Business and Economics 2002 — 2006
B.S., Accounting and MIS
David Ruibal's Allstate Financial Experience September 2004 - Present
Job Personal Financial Representative at Allstate
Industry Financial Services
Experience
Allstate Financial September 2004 - Present
American Express April 2000 - August 2004
Skills
Retirement, Retirement Planning, Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Term Life Insurance
Education
The University of Memphis 1987 — 1990
BBA, Business
Univ of Maryland 1971 — 1974
Psych
Allstate Financial September 2004 - Present
American Express April 2000 - August 2004
Skills
Retirement, Retirement Planning, Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Term Life Insurance
Education
The University of Memphis 1987 — 1990
BBA, Business
Univ of Maryland 1971 — 1974
Psych
Dane R. Carter Dane R. Carter's Allstate Financial Experience June 2011 - Present
Job Personal Financial Representative at Allstate Financial
Industry Insurance
Experience
Allstate Financial June 2011 - Present
CalTex Insurance & Marketing April 2010 - June 2011
State Wide Financial & Insurance Services October 2005 - July 2009
TidalWave Traffic, Inc June 2001 - October 2005
Pyramid Breweries, Inc January 1998 - June 2001
Southern Wine & Spirits, Inc June 1996 - January 1998
Education
University of California, Santa Barbara 1991 — 1995
Bachelor of Science, Political Science, International Relations
Golden West 1987 — 1991
General, General
Allstate Financial June 2011 - Present
CalTex Insurance & Marketing April 2010 - June 2011
State Wide Financial & Insurance Services October 2005 - July 2009
TidalWave Traffic, Inc June 2001 - October 2005
Pyramid Breweries, Inc January 1998 - June 2001
Southern Wine & Spirits, Inc June 1996 - January 1998
Education
University of California, Santa Barbara 1991 — 1995
Bachelor of Science, Political Science, International Relations
Golden West 1987 — 1991
General, General
Michael R. Roberts Michael R. Roberts's Allstate Financial Experience March 2013 - Present
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate March 2013 - Present
Allstate Financial March 2013 - Present
Roberts Financial Group December 1989 - March 2013
AAA Chicago Motor Club 2006 - May 2010
Education
University of California, Irvine 1983 — 1987
Allstate March 2013 - Present
Allstate Financial March 2013 - Present
Roberts Financial Group December 1989 - March 2013
AAA Chicago Motor Club 2006 - May 2010
Education
University of California, Irvine 1983 — 1987
Beth Harelik Beth Harelik's Allstate Financial Experience 2002 - 2008
Job Financial
Industry Financial Services
Experience
BBVA Compass 2014 - Present
Prudential Financial August 2012 - February 2014
Prudential Financial 2009 - June 2011
Allstate Financial 2002 - 2008
AIG American General January 1997 - December 2002
Skills
Relationship Development, Financial Advisory, Insurance Planning, Inheritance Tax Planning, Wealth Accumulation, Financial Planners, Fixed Annuities, Mutual Funds, Retirement, Financial Services, Term Life Insurance, Wealth Management, Estate Planning, Disability Insurance, Insurance, 401k, Financial Planning, Investments, Retirement Planning, Life Insurance
Education
The University of Texas at Austin
BA
BBVA Compass 2014 - Present
Prudential Financial August 2012 - February 2014
Prudential Financial 2009 - June 2011
Allstate Financial 2002 - 2008
AIG American General January 1997 - December 2002
Skills
Relationship Development, Financial Advisory, Insurance Planning, Inheritance Tax Planning, Wealth Accumulation, Financial Planners, Fixed Annuities, Mutual Funds, Retirement, Financial Services, Term Life Insurance, Wealth Management, Estate Planning, Disability Insurance, Insurance, 401k, Financial Planning, Investments, Retirement Planning, Life Insurance
Education
The University of Texas at Austin
BA
Moez Poonja Moez Poonja's Allstate Financial Experience May 2007 - August 2007
Job MBA Candidate at UC Berkeley Haas School of Business, 2016
Industry Financial Services
Experience
Sony Network Entertainment Int'l (SNEI) May 2015 - August 2015
iHeartRadio February 2013 - August 2014
Enova Financial July 2010 - September 2012
Wells Fargo January 2008 - July 2010
Allstate Financial May 2007 - August 2007
Johnson & Johnson January 2006 - July 2006
Skills
Financial Modeling, Financial Reporting, Due Diligence, Analysis, Portfolio Management, Strategy, Strategic Financial..., Strategic Planning
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business
Bachelors of Science, Finance
Sony Network Entertainment Int'l (SNEI) May 2015 - August 2015
iHeartRadio February 2013 - August 2014
Enova Financial July 2010 - September 2012
Wells Fargo January 2008 - July 2010
Allstate Financial May 2007 - August 2007
Johnson & Johnson January 2006 - July 2006
Skills
Financial Modeling, Financial Reporting, Due Diligence, Analysis, Portfolio Management, Strategy, Strategic Financial..., Strategic Planning
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (MBA)
University of Illinois at Urbana-Champaign - College of Business
Bachelors of Science, Finance
Ralph-Thomas Schmidt Ralph-Thomas Schmidt's Allstate Financial Experience December 1997 - April 2009
Job Financial Services & Distribution Strategy Professional
Industry Financial Services
Experience
LGF Holdings August 2013 - Present
Securities Firm April 2010 - August 2013
Long Grove Financial May 2009 - March 2010
Allstate Financial December 1997 - April 2009
SunTrust Banks, Inc. 1987 - 1997
A. W. Chesterton Company 1984 - 1986
Skills
Series 63, Fixed Annuities, Investments, Series 7, Variable Annuities, Financial Advisory, Retirement Planning, Retirement, Mutual Funds, CRM, IRAs, Insurance, 401k, Leadership, Wealth Management, Investment Advisory, Series 65, Investment Strategies, Series 24, FINRA, Asset Allocation, Certified Financial..., Securities, Life Insurance, Sales, Financial Services, Strategic Financial..., Wealth, Uniform Combined State..., Wealth Accumulation, Alternative Investments, ETFs, Wealth Management..., Term Life Insurance, Portfolio Management, Pensions, Separately Managed..., Life & Health Insurance..., Long-term Care, Financial Planners, 401k Rollovers, Bonds, Relationship Management, Estate Planning, Asset Management, Long Term Care Insurance, Investment Management, New Business Development, Strategic Partnerships, Financial Planning
Education
Universität Konstanz 1978 — 1983
MS and BS degrees, Economics, International Financial Management, Management Science
LGF Holdings August 2013 - Present
Securities Firm April 2010 - August 2013
Long Grove Financial May 2009 - March 2010
Allstate Financial December 1997 - April 2009
SunTrust Banks, Inc. 1987 - 1997
A. W. Chesterton Company 1984 - 1986
Skills
Series 63, Fixed Annuities, Investments, Series 7, Variable Annuities, Financial Advisory, Retirement Planning, Retirement, Mutual Funds, CRM, IRAs, Insurance, 401k, Leadership, Wealth Management, Investment Advisory, Series 65, Investment Strategies, Series 24, FINRA, Asset Allocation, Certified Financial..., Securities, Life Insurance, Sales, Financial Services, Strategic Financial..., Wealth, Uniform Combined State..., Wealth Accumulation, Alternative Investments, ETFs, Wealth Management..., Term Life Insurance, Portfolio Management, Pensions, Separately Managed..., Life & Health Insurance..., Long-term Care, Financial Planners, 401k Rollovers, Bonds, Relationship Management, Estate Planning, Asset Management, Long Term Care Insurance, Investment Management, New Business Development, Strategic Partnerships, Financial Planning
Education
Universität Konstanz 1978 — 1983
MS and BS degrees, Economics, International Financial Management, Management Science
Brandon Green, CAS, CLTC, FSS, LUTCF Brandon Green, CAS, CLTC, FSS, LUTCF's Allstate Financial Experience February 2009 - Present
Job Personal Financial Representative at Allstate Financial
Industry Insurance
Experience
Allstate Financial February 2009 - Present
Family Heritage March 2003 - February 2009
Bluegate October 2002 - March 2003
Radware January 2001 - September 2002
HTE8 July 1998 - January 2001
Tom James Company January 1993 - June 1998
Southwestern Company May 1989 - September 1992
Skills
Insurance Planning, Life Insurance, Annuities, Recruiting, Team Leadership, Public Speaking, Direct Sales, Fixed Annuities, Financial Planners, Selling, Sales, Insurance, Sales Management, Account Management, Health Insurance
Education
The University of Texas at Austin 1988 — 1992
BBA, Marketing, International Business, Spanish
Stratford High School 1984 — 1988
Allstate Financial February 2009 - Present
Family Heritage March 2003 - February 2009
Bluegate October 2002 - March 2003
Radware January 2001 - September 2002
HTE8 July 1998 - January 2001
Tom James Company January 1993 - June 1998
Southwestern Company May 1989 - September 1992
Skills
Insurance Planning, Life Insurance, Annuities, Recruiting, Team Leadership, Public Speaking, Direct Sales, Fixed Annuities, Financial Planners, Selling, Sales, Insurance, Sales Management, Account Management, Health Insurance
Education
The University of Texas at Austin 1988 — 1992
BBA, Marketing, International Business, Spanish
Stratford High School 1984 — 1988
Maddie Goebel Maddie Goebel's Allstate Financial Experience June 2007 - August 2007
Job Sr. Manager at Deloitte
Industry Financial Services
Experience
Deloitte May 2015 - Present
Deloitte October 2010 - May 2015
Deloitte Consulting July 2008 - October 2010
Allstate Financial June 2007 - August 2007
Deloitte Consulting August 2004 - August 2006
Deloitte Consulting July 2002 - August 2004
Skills
Process Engineering, Gap Analysis, Business Strategy, IT Strategy, Cost Reduction, Business Analysis, Change Management, Business Process, Requirements Analysis, Documentation, Requirements Gathering, Program Management, Management Consulting, Functional..., Business Requirements, SDLC, Process Improvement, Continuous Improvement, Integration, Process Mapping, Testing, Business Planning, New Business Development, Business Transformation, Business Process Design, Business Process..., Analysis, Strategic Planning, Project Planning, Systems Analysis, User Acceptance Testing, Strategy Development, Business Management, Test Planning, Consulting Experience, Technology..., PMO, Project Implementation, Project Portfolio..., Benchmarking, Business Case, ERP, Operational Excellence, Governance, IT Governance, SAP, Performance Improvement, IT Management, Visio, ITIL
Education
The University of Chicago Booth School of Business
MBA, Strategic Management, General Management, Managerial and Organizational Behavior
University of Illinois at Urbana-Champaign - College of Business
BS, Business Administration, Management Information Systems
Deloitte May 2015 - Present
Deloitte October 2010 - May 2015
Deloitte Consulting July 2008 - October 2010
Allstate Financial June 2007 - August 2007
Deloitte Consulting August 2004 - August 2006
Deloitte Consulting July 2002 - August 2004
Skills
Process Engineering, Gap Analysis, Business Strategy, IT Strategy, Cost Reduction, Business Analysis, Change Management, Business Process, Requirements Analysis, Documentation, Requirements Gathering, Program Management, Management Consulting, Functional..., Business Requirements, SDLC, Process Improvement, Continuous Improvement, Integration, Process Mapping, Testing, Business Planning, New Business Development, Business Transformation, Business Process Design, Business Process..., Analysis, Strategic Planning, Project Planning, Systems Analysis, User Acceptance Testing, Strategy Development, Business Management, Test Planning, Consulting Experience, Technology..., PMO, Project Implementation, Project Portfolio..., Benchmarking, Business Case, ERP, Operational Excellence, Governance, IT Governance, SAP, Performance Improvement, IT Management, Visio, ITIL
Education
The University of Chicago Booth School of Business
MBA, Strategic Management, General Management, Managerial and Organizational Behavior
University of Illinois at Urbana-Champaign - College of Business
BS, Business Administration, Management Information Systems
Christi Rushing's Allstate Financial Experience October 2011 - May 2014
Job Zumba Instructor at Self Employed
Industry Human Resources
Experience
Self Employed October 2013 - Present
Allstate Financial October 2011 - May 2014
Allstate Insurance August 2008 - October 2011
Allstate June 2006 - August 2008
Allstate May 2002 - June 2006
Skills
Talent Management, Employee Relations, Leadership Development, Succession Planning, Employee Engagement, Performance Management, Employee Benefits, Talent Acquisition, Onboarding, Organizational..., Human Resources, HR Consulting, Organizational Design, Recruiting, Organizational..., EEOC, College Recruiting, Change Management
Education
The University of Texas at Arlington 1993 — 1998
MS, Human Resources
University of Houston 1988 — 1993
BA, Psychology
Self Employed October 2013 - Present
Allstate Financial October 2011 - May 2014
Allstate Insurance August 2008 - October 2011
Allstate June 2006 - August 2008
Allstate May 2002 - June 2006
Skills
Talent Management, Employee Relations, Leadership Development, Succession Planning, Employee Engagement, Performance Management, Employee Benefits, Talent Acquisition, Onboarding, Organizational..., Human Resources, HR Consulting, Organizational Design, Recruiting, Organizational..., EEOC, College Recruiting, Change Management
Education
The University of Texas at Arlington 1993 — 1998
MS, Human Resources
University of Houston 1988 — 1993
BA, Psychology
Jim Galinsky Jim Galinsky's Allstate Financial Experience April 2009 - Present
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial April 2009 - Present
Jim Galinsky, Investment & Insurance Advisor January 2004 - March 2009
Education
University of Houston
BS, Hotel & Restaurant Management
Allstate Financial April 2009 - Present
Jim Galinsky, Investment & Insurance Advisor January 2004 - March 2009
Education
University of Houston
BS, Hotel & Restaurant Management
Trena Reed's Allstate Financial Experience March 2013 - August 2014
Job Training and Development at Allstate
Industry Insurance
Experience
Lincoln Benefit Life 1999 - Present
Allstate Financial March 2013 - August 2014
Skills
Training, Insurance, Employee Training, Life Insurance, Customer Service, Leadership, Process Improvement, Training Delivery, Leadership Development, Public Speaking, Workshop Facilitation, Writing, Software Documentation, Team Leadership, Team Building, Instructional Design, PowerPoint, Onboarding, Term Life Insurance, Call Centers, Creative Problem Solving, Training Course..., E-Learning, Coaching, Call Center, Performance Management, Employee Engagement, Fixed Annuities, Organizational...
Education
Union College (NE) 1993 — 1997
BA, Communications
Lincoln Benefit Life 1999 - Present
Allstate Financial March 2013 - August 2014
Skills
Training, Insurance, Employee Training, Life Insurance, Customer Service, Leadership, Process Improvement, Training Delivery, Leadership Development, Public Speaking, Workshop Facilitation, Writing, Software Documentation, Team Leadership, Team Building, Instructional Design, PowerPoint, Onboarding, Term Life Insurance, Call Centers, Creative Problem Solving, Training Course..., E-Learning, Coaching, Call Center, Performance Management, Employee Engagement, Fixed Annuities, Organizational...
Education
Union College (NE) 1993 — 1997
BA, Communications
Satya Shanmugham's Allstate Financial Experience June 2007 - August 2007
Job Clinical Research Coordinator at Stanford University School of Medicine
Industry Research
Experience
Stanford University School of Medicine May 2011 - Present
Freelance January 2010 - May 2012
Cedar Associates October 2009 - December 2009
23andMe June 2009 - November 2009
Brookhaven National Laboratory September 2008 - June 2009
Illini Media September 2006 - May 2008
Allstate Financial June 2007 - August 2007
University of Illinois at Urbana-Champaign September 2006 - May 2007
Illini Media September 2005 - January 2006
Skills
Blogging, Research, Feature Articles, Journalism, Genetics, Newspapers, Science, Science Journalism, Lifesciences, Editing, Newsletters, Publications, Press Releases, Proofreading, Neuroscience, Science Communication, Media Relations, Advertising, Technical Writing, Publishing, Creative Writing, Copy Editing, News Writing
Education
University of Illinois at Urbana-Champaign 2004 — 2008
B.S.
Stanford University School of Medicine May 2011 - Present
Freelance January 2010 - May 2012
Cedar Associates October 2009 - December 2009
23andMe June 2009 - November 2009
Brookhaven National Laboratory September 2008 - June 2009
Illini Media September 2006 - May 2008
Allstate Financial June 2007 - August 2007
University of Illinois at Urbana-Champaign September 2006 - May 2007
Illini Media September 2005 - January 2006
Skills
Blogging, Research, Feature Articles, Journalism, Genetics, Newspapers, Science, Science Journalism, Lifesciences, Editing, Newsletters, Publications, Press Releases, Proofreading, Neuroscience, Science Communication, Media Relations, Advertising, Technical Writing, Publishing, Creative Writing, Copy Editing, News Writing
Education
University of Illinois at Urbana-Champaign 2004 — 2008
B.S.
JD Hemmert JD Hemmert's Allstate Financial Experience January 2006 - April 2012
Job Senior Project Manager
Industry Oil & Energy
Experience
Zetec August 2015 - Present
HB Construction April 2012 - Present
Algas-SDI August 2014 - July 2015
ABW Technologies, Inc. October 2013 - May 2014
Allstate Financial January 2006 - April 2012
WFG 2006 - 2008
Prometheus Energy Company June 2004 - January 2006
Skills
Construction, Project Management, Engineering including..., Sales and Marketing, Technical Writing, People Management, Leadership, Training, Process Improvement, Operations Management, Team Leadership, Program Management, Management, Cross-functional Team..., Vendor Management, Forecasting, Business Strategy, Energy, Engineering, Marketing, Procurement, Project Planning
Education
Thomas Edison State College 2000 — 2004
Nuclear engineering Technology, Nuclear Engineering, 3.2
Washington State University 1996 — 1998
Associates, Mechanical Engineering
Zetec August 2015 - Present
HB Construction April 2012 - Present
Algas-SDI August 2014 - July 2015
ABW Technologies, Inc. October 2013 - May 2014
Allstate Financial January 2006 - April 2012
WFG 2006 - 2008
Prometheus Energy Company June 2004 - January 2006
Skills
Construction, Project Management, Engineering including..., Sales and Marketing, Technical Writing, People Management, Leadership, Training, Process Improvement, Operations Management, Team Leadership, Program Management, Management, Cross-functional Team..., Vendor Management, Forecasting, Business Strategy, Energy, Engineering, Marketing, Procurement, Project Planning
Education
Thomas Edison State College 2000 — 2004
Nuclear engineering Technology, Nuclear Engineering, 3.2
Washington State University 1996 — 1998
Associates, Mechanical Engineering
Casey Mulcare Casey Mulcare's Allstate Financial Experience August 2007 - April 2009
Job
Industry Financial Services
Experience
Mulcare Financial Services, LLC 2010 - Present
Allstate Financial August 2007 - April 2009
Allstate Financial March 2007 - July 2007
Allstate - Agency Distribution March 2002 - March 2007
Allstate Financial January 1999 - February 2002
Allstate International January 1997 - December 1999
Skills
Insurance, Life Insurance, Property & Casualty..., Umbrella Insurance, General Insurance, Leadership, Training, Sales, Financial Services, Sales Management, Sales Operations, Marketing, Team Building, Project Management, CRM, Process Improvement, Sales Process, Recruiting, Series 6, Strategic Financial..., Team Management, Series 63, Fixed Annuities, Retirement Planning, Retirement
Education
University of Denver 1988 — 1992
B.S.B.A.
Glenbard West High School
Mulcare Financial Services, LLC 2010 - Present
Allstate Financial August 2007 - April 2009
Allstate Financial March 2007 - July 2007
Allstate - Agency Distribution March 2002 - March 2007
Allstate Financial January 1999 - February 2002
Allstate International January 1997 - December 1999
Skills
Insurance, Life Insurance, Property & Casualty..., Umbrella Insurance, General Insurance, Leadership, Training, Sales, Financial Services, Sales Management, Sales Operations, Marketing, Team Building, Project Management, CRM, Process Improvement, Sales Process, Recruiting, Series 6, Strategic Financial..., Team Management, Series 63, Fixed Annuities, Retirement Planning, Retirement
Education
University of Denver 1988 — 1992
B.S.B.A.
Glenbard West High School
Chuck Licameli Chuck Licameli's Allstate Financial Experience March 1993 - September 2004
Job Insurance Broker
Industry Insurance
Experience
Howard W Phillips & Co. 2004 - Present
Allstate Financial March 1993 - September 2004
Skills
Employee Benefits..., Healthcare Reform..., Disabilty Insurance..., Life Insurance Planning, Disability Insurance, Long Term Care Insurance, Underwriting, Casualty, General Insurance, Insurance, Brokers, Risk Management, Strategic Planning, Health Insurance, New Business Development, Account Management, Sales Management, Team Building, Marketing
Education
Towson University 1988 — 1992
Bachelor of Science (B.S.), Business Administration
Howard W Phillips & Co. 2004 - Present
Allstate Financial March 1993 - September 2004
Skills
Employee Benefits..., Healthcare Reform..., Disabilty Insurance..., Life Insurance Planning, Disability Insurance, Long Term Care Insurance, Underwriting, Casualty, General Insurance, Insurance, Brokers, Risk Management, Strategic Planning, Health Insurance, New Business Development, Account Management, Sales Management, Team Building, Marketing
Education
Towson University 1988 — 1992
Bachelor of Science (B.S.), Business Administration
Jon Knipfing's Allstate Financial Experience July 2011 - Present
Job Sales and Marketing at Allstate Financial
Industry Financial Services
Experience
Allstate Financial July 2011 - Present
State Farm April 2009 - July 2011
Hertz April 2008 - April 2009
Marriott Vacations Worldwide Corporation April 2005 - April 2008
Carnival Corporation April 2003 - April 2007
Skills
Sales, Fixed Annuities, Insurance, Leadership, Cold Calling, Sales Management, Direct Sales, Account Management, Marketing, New Business Development, Marketing Strategy, Selling, Customer Service, Team Building, Customer Retention, Financial Analysis, Life Insurance, Customer Satisfaction, Training, Retirement Planning, Team Leadership, Mortgage Lending, Term Life Insurance, Retirement, Sales Process, Small Business, Sales Presentations, Call Centers, Sales Operations, Management, Business Planning, B2B, CRM, Coaching, Investments
Education
University of Central Florida 2003 — 2007
Hospitality Management
Merritt Island High School 1999 — 2003
Allstate Financial July 2011 - Present
State Farm April 2009 - July 2011
Hertz April 2008 - April 2009
Marriott Vacations Worldwide Corporation April 2005 - April 2008
Carnival Corporation April 2003 - April 2007
Skills
Sales, Fixed Annuities, Insurance, Leadership, Cold Calling, Sales Management, Direct Sales, Account Management, Marketing, New Business Development, Marketing Strategy, Selling, Customer Service, Team Building, Customer Retention, Financial Analysis, Life Insurance, Customer Satisfaction, Training, Retirement Planning, Team Leadership, Mortgage Lending, Term Life Insurance, Retirement, Sales Process, Small Business, Sales Presentations, Call Centers, Sales Operations, Management, Business Planning, B2B, CRM, Coaching, Investments
Education
University of Central Florida 2003 — 2007
Hospitality Management
Merritt Island High School 1999 — 2003
Donald Croyle, Jr. Donald Croyle, Jr.'s Allstate Financial Experience January 2000 - August 2008
Job Tax Preparer at Self Employed
Industry Investment Management
Experience
Self Employed January 1997 - Present
Mobile Notary September 1996 - Present
Max Liquidators November 2010 - December 2014
SII Investments August 2008 - August 2011
Allstate Financial January 2000 - August 2008
Airborne Express August 1992 - July 1995
Skills
Piloting, Financial Planning, Insurance, Retirement Planning, Risk Management, Financial Analysis, Small Business, Estate Planning, Fixed Annuities, Financial Planners, Strategic Planning, Sales Management, Mortgage Lending, New Business Development, Team Building, Real Estate, Microsoft Excel, Mutual Funds, Strategic Financial...
Education
Cochise College 1990 — 1991
Commercial Pilot, Commercial Pilot
University of Arizona 1986 — 1991
Bachelor of Arts, Political Science
Self Employed January 1997 - Present
Mobile Notary September 1996 - Present
Max Liquidators November 2010 - December 2014
SII Investments August 2008 - August 2011
Allstate Financial January 2000 - August 2008
Airborne Express August 1992 - July 1995
Skills
Piloting, Financial Planning, Insurance, Retirement Planning, Risk Management, Financial Analysis, Small Business, Estate Planning, Fixed Annuities, Financial Planners, Strategic Planning, Sales Management, Mortgage Lending, New Business Development, Team Building, Real Estate, Microsoft Excel, Mutual Funds, Strategic Financial...
Education
Cochise College 1990 — 1991
Commercial Pilot, Commercial Pilot
University of Arizona 1986 — 1991
Bachelor of Arts, Political Science
Andrea Karlin's Allstate Financial Experience January 2011 - October 2012
Job Claims Adjuster / Claims Leader / Claims Analyst
Industry Financial Services
Experience
Currently Seeking Employment as a Claims Analyst 2013 - Present
Allstate Financial January 2011 - October 2012
Allstate 1995 - January 2011
Allstate Insurance Company 1987 - 1995
Skills
Fixed Annuities, Insurance, Claim, Liability, Performance Management, Training, Leadership, Management, Property & Casualty..., Human Resources, Casualty, General Insurance, Commercial Insurance, Analysis, Coaching, Claims Management, Change Management, Business Process, Negotiation, Strategic Planning, Legal Liability, Litigation Management, Property Damage, Claim Investigation, Workers Compensation, Health Insurance, Commercial Lines, Umbrella Insurance, Claims Resolution, Risk Management, Underwriting, Disability Insurance
Education
University of Central FL
Bachelor of Science, Business Administration
University of Central Florida
Bachelor of Science (B.S.), Business Administration and Management, General
Currently Seeking Employment as a Claims Analyst 2013 - Present
Allstate Financial January 2011 - October 2012
Allstate 1995 - January 2011
Allstate Insurance Company 1987 - 1995
Skills
Fixed Annuities, Insurance, Claim, Liability, Performance Management, Training, Leadership, Management, Property & Casualty..., Human Resources, Casualty, General Insurance, Commercial Insurance, Analysis, Coaching, Claims Management, Change Management, Business Process, Negotiation, Strategic Planning, Legal Liability, Litigation Management, Property Damage, Claim Investigation, Workers Compensation, Health Insurance, Commercial Lines, Umbrella Insurance, Claims Resolution, Risk Management, Underwriting, Disability Insurance
Education
University of Central FL
Bachelor of Science, Business Administration
University of Central Florida
Bachelor of Science (B.S.), Business Administration and Management, General
Kessia Ledesma Kessia Ledesma's Allstate Financial Experience June 2011 - July 2012
Job State Farm Agent
Industry Insurance
Experience
State Farm May 2013 - Present
State Farm Insurance July 2012 - May 2013
Allstate Financial June 2011 - July 2012
Skills
Property & Casualty..., Life Insurance, Commercial Insurance, Insurance, Term Life Insurance, Umbrella Insurance, Employee Benefits, Professional Liability, Series 6, Workers Compensation
Education
The University of Texas at El Paso 2006 — 2010
Marketing and International Business, Bachelor of Business Administration
State Farm May 2013 - Present
State Farm Insurance July 2012 - May 2013
Allstate Financial June 2011 - July 2012
Skills
Property & Casualty..., Life Insurance, Commercial Insurance, Insurance, Term Life Insurance, Umbrella Insurance, Employee Benefits, Professional Liability, Series 6, Workers Compensation
Education
The University of Texas at El Paso 2006 — 2010
Marketing and International Business, Bachelor of Business Administration
Gerry Hyde's Allstate Financial Experience December 1999 - Present
Job Agency Owner at Allstate Gerry Hyde Agency
Industry Insurance
Experience
Allstate Financial December 1999 - Present
Allstate - Gerry Hyde Agency December 1999 - Present
Skills
Retirement Planning, Leadership, Fixed Annuities, Sales
Education
Union College (KY) 1983 — 1988
BS, Mathematics
Barbourville High School 1979 — 1983
Diploma
Allstate Financial December 1999 - Present
Allstate - Gerry Hyde Agency December 1999 - Present
Skills
Retirement Planning, Leadership, Fixed Annuities, Sales
Education
Union College (KY) 1983 — 1988
BS, Mathematics
Barbourville High School 1979 — 1983
Diploma
Jamie Tarleton Jamie Tarleton's Allstate Financial Experience August 2010 - Present
Job Property and Casualty Insurance Specialist
Industry Financial Services
Experience
Allstate Financial August 2010 - Present
Ochsner Clinic Foundation July 2009 - August 2010
Skills
Insurance, Customer Service, Claim, Commercial Insurance, Property & Casualty..., Sales, Microsoft Excel, Microsoft Word, Risk Management, Finance
Education
University of Alabama 2004 — 2009
jesuit
Allstate Financial August 2010 - Present
Ochsner Clinic Foundation July 2009 - August 2010
Skills
Insurance, Customer Service, Claim, Commercial Insurance, Property & Casualty..., Sales, Microsoft Excel, Microsoft Word, Risk Management, Finance
Education
University of Alabama 2004 — 2009
jesuit
Hillery P. Douglas, Jr.'s Allstate Financial Experience November 2011 - February 2013
Job Account Manager at CVRT
Industry Import and Export
Experience
CVRT 2014 - Present
Allstate Financial November 2011 - February 2013
Wells Fargo Advisors June 2010 - January 2011
Guardsmark January 2008 - January 2009
CAPITAL SERVICES GROUP, INC May 2002 - November 2007
ESA, INC January 1999 - January 2002
NEXTEL COMMUNICATIONS January 1997 - January 1999
BellSouth Mobility January 1994 - January 1996
Robinson Associates January 1991 - January 1993
United States Air Force September 1982 - September 1991
Skills
Finance, Leadership, Sales, Customer Service, Marketing, Recruiting, Payroll, Human Resources, Consulting, Contact Management, Team Building, Sales Management, Insurance, Strategic Financial..., Strategic Planning
Education
APPRAISAL INSTITUTE
CAPSTONE INSTITUTE OF MORTGAGE FINANCE
THE CITADELThe Military College of South Carolina
Bachelor's Degree, Business Administration
The Citadel
BS, Business Admin
CVRT 2014 - Present
Allstate Financial November 2011 - February 2013
Wells Fargo Advisors June 2010 - January 2011
Guardsmark January 2008 - January 2009
CAPITAL SERVICES GROUP, INC May 2002 - November 2007
ESA, INC January 1999 - January 2002
NEXTEL COMMUNICATIONS January 1997 - January 1999
BellSouth Mobility January 1994 - January 1996
Robinson Associates January 1991 - January 1993
United States Air Force September 1982 - September 1991
Skills
Finance, Leadership, Sales, Customer Service, Marketing, Recruiting, Payroll, Human Resources, Consulting, Contact Management, Team Building, Sales Management, Insurance, Strategic Financial..., Strategic Planning
Education
APPRAISAL INSTITUTE
CAPSTONE INSTITUTE OF MORTGAGE FINANCE
THE CITADELThe Military College of South Carolina
Bachelor's Degree, Business Administration
The Citadel
BS, Business Admin
James Marrero James Marrero's Allstate Financial Experience August 2012 - Present
Job Financial Specialist
Industry Financial Services
Experience
Allstate Financial August 2012 - Present
Northwestern Mutual June 2011 - July 2012
Wells Fargo May 2007 - February 2011
Skills
Customer Service, Access, Sales, Account Management, Visio, Strategic Planning, Program Management, Business Analysis, Analysis, Insurance, Microsoft Office, Salesforce.com, Cross-functional Team..., Investments, Risk Management, Finance, Disability Insurance, Long-term Care, Fixed Annuities, Life Insurance, Underwriting, Property & Casualty..., Leadership
Education
The College of New Jersey 1999 — 2004
BS, Business Management/Finance
The College of New Jersey
Allstate Financial August 2012 - Present
Northwestern Mutual June 2011 - July 2012
Wells Fargo May 2007 - February 2011
Skills
Customer Service, Access, Sales, Account Management, Visio, Strategic Planning, Program Management, Business Analysis, Analysis, Insurance, Microsoft Office, Salesforce.com, Cross-functional Team..., Investments, Risk Management, Finance, Disability Insurance, Long-term Care, Fixed Annuities, Life Insurance, Underwriting, Property & Casualty..., Leadership
Education
The College of New Jersey 1999 — 2004
BS, Business Management/Finance
The College of New Jersey
Chastin Clark Chastin Clark's Allstate Financial Experience January 2003 - January 2008
Job Owner, Blackwallstreet Enterprise
Industry Financial Services
Experience
Blackwallstreet Enterprise January 2002 - Present
Allstate Financial January 2003 - January 2008
American Express January 1999 - January 2003
Skills
401k, Asset Allocation, Retirement Planning, Investments, Series 7, Finance, Estate Planning, Insurance, Life Insurance, Financial Analysis, Financial Modeling, Risk Management, Employee Benefits, Strategic Planning, Leadership, Management, Analysis, Public Speaking, Customer Service, Budgets, Microsoft Excel, Business Development, Financial Reporting, Sales, Asset Management
Education
University of Houston 1992 — 1997
B.S., political science
Blackwallstreet Enterprise January 2002 - Present
Allstate Financial January 2003 - January 2008
American Express January 1999 - January 2003
Skills
401k, Asset Allocation, Retirement Planning, Investments, Series 7, Finance, Estate Planning, Insurance, Life Insurance, Financial Analysis, Financial Modeling, Risk Management, Employee Benefits, Strategic Planning, Leadership, Management, Analysis, Public Speaking, Customer Service, Budgets, Microsoft Excel, Business Development, Financial Reporting, Sales, Asset Management
Education
University of Houston 1992 — 1997
B.S., political science
Bill Saig Bill Saig's Allstate Financial Experience April 2005 - May 2007
Job Financial Services Wholesaler
Industry Financial Services
Experience
Symetra April 2012 - April 2015
Muliti-Funds, LLC January 2012 - April 2012
AIG SunAmerica May 2007 - November 2010
Allstate Financial April 2005 - May 2007
Travelers Life & Annuity April 2002 - April 2005
ING 2000 - 2002
Skills
Financial Planning, Industry Research, Consultative Selling, Fundraising, Annuities, Mutual Funds, Annuity, Wholesaling, Fixed Annuities, Series 63, Selling, Strategic Financial..., Banking, 401k, Portfolio Management, Financial Advisory, Investments, Sales, Finance, Financial Services, Wholesale, Insurance
Education
University of Arkansas at Fayetteville 1978 — 1982
Finance and Business, Business
Symetra April 2012 - April 2015
Muliti-Funds, LLC January 2012 - April 2012
AIG SunAmerica May 2007 - November 2010
Allstate Financial April 2005 - May 2007
Travelers Life & Annuity April 2002 - April 2005
ING 2000 - 2002
Skills
Financial Planning, Industry Research, Consultative Selling, Fundraising, Annuities, Mutual Funds, Annuity, Wholesaling, Fixed Annuities, Series 63, Selling, Strategic Financial..., Banking, 401k, Portfolio Management, Financial Advisory, Investments, Sales, Finance, Financial Services, Wholesale, Insurance
Education
University of Arkansas at Fayetteville 1978 — 1982
Finance and Business, Business
Mara Orrico Mara Orrico's Allstate Financial Experience June 2003 - November 2004
Job Marketing Director, The Centre for Contemporary Dentistry
Industry Marketing and Advertising
Experience
The Centre for Contemporary Dentistry January 2011 - Present
Pratt Marketing Group December 2006 - January 2011
Pratt Marketing Group December 2004 - December 2006
Allstate Financial June 2003 - November 2004
Allstate Financial June 2001 - June 2003
Flywheel Media 2000 - 2001
Thomson Target Media 1998 - 2000
Thomson Target Media 1996 - 1998
Skills
Marketing Communications, Product Development, Vendor Management, Marketing, B2B, Strategy, Creative Direction, Strategic Planning, New Business Development, Management, Project Management, Sales, Project Coordination, Advertising, Direct Marketing, Integrated Marketing, Online Marketing, Digital Marketing, Direct Mail, Social Media Marketing
Education
University of Illinois at Chicago 1991 — 1996
BS, Marketing
The Centre for Contemporary Dentistry January 2011 - Present
Pratt Marketing Group December 2006 - January 2011
Pratt Marketing Group December 2004 - December 2006
Allstate Financial June 2003 - November 2004
Allstate Financial June 2001 - June 2003
Flywheel Media 2000 - 2001
Thomson Target Media 1998 - 2000
Thomson Target Media 1996 - 1998
Skills
Marketing Communications, Product Development, Vendor Management, Marketing, B2B, Strategy, Creative Direction, Strategic Planning, New Business Development, Management, Project Management, Sales, Project Coordination, Advertising, Direct Marketing, Integrated Marketing, Online Marketing, Digital Marketing, Direct Mail, Social Media Marketing
Education
University of Illinois at Chicago 1991 — 1996
BS, Marketing
Evgenia Volkonitskaya's Allstate Financial Experience June 2009 - November 2011
Job Financial Solutions Manager at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company September 2013 - Present
Pershing, a BNY Mellon company December 2011 - August 2013
Allstate Financial June 2009 - November 2011
Institute for Economic Competitiveness May 2009 - May 2010
Allstate Financial January 2008 - June 2009
Skills
Data Analysis, Outlook, Product Development, Sales, Microsoft Word, Research, Microsoft Excel, Customer Service, Analysis
Education
University of Central Florida - College of Business Administration 2005 — 2010
BSBA, Business Economics, Financial Economics Track
Pershing, a BNY Mellon company January 2015 - Present
Pershing, a BNY Mellon company September 2013 - Present
Pershing, a BNY Mellon company December 2011 - August 2013
Allstate Financial June 2009 - November 2011
Institute for Economic Competitiveness May 2009 - May 2010
Allstate Financial January 2008 - June 2009
Skills
Data Analysis, Outlook, Product Development, Sales, Microsoft Word, Research, Microsoft Excel, Customer Service, Analysis
Education
University of Central Florida - College of Business Administration 2005 — 2010
BSBA, Business Economics, Financial Economics Track
George Knox, CRPC,CLTC George Knox, CRPC,CLTC's Allstate Financial Experience January 1999 - October 2005
Job Financial Sales Education Consultant at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC July 2015 - Present
New York Life Insurance Company June 2013 - July 2015
Genworth Financial October 2010 - June 2013
New York Life October 2005 - December 2009
Allstate Financial January 1999 - October 2005
MDS/Bankmark January 1997 - January 1999
Liberty Financial (IFMG) October 1987 - January 1997
United States Air Force June 1975 - August 1987
Skills
Fixed Annuities, Retirement, Mutual Funds, Long Term Care Insurance, Investments, Life Insurance, Series 7, Business Planning, Sales, Strategic Planning, Wealth, Marketing, Insurance, Long-term Care, Financial Services, Sales Recruitment
Education
The Citadel 1971 — 1975
BBA, Business Management
Allstate Financial Services, LLC July 2015 - Present
New York Life Insurance Company June 2013 - July 2015
Genworth Financial October 2010 - June 2013
New York Life October 2005 - December 2009
Allstate Financial January 1999 - October 2005
MDS/Bankmark January 1997 - January 1999
Liberty Financial (IFMG) October 1987 - January 1997
United States Air Force June 1975 - August 1987
Skills
Fixed Annuities, Retirement, Mutual Funds, Long Term Care Insurance, Investments, Life Insurance, Series 7, Business Planning, Sales, Strategic Planning, Wealth, Marketing, Insurance, Long-term Care, Financial Services, Sales Recruitment
Education
The Citadel 1971 — 1975
BBA, Business Management
Jim Kries Jim Kries's Allstate Financial Experience August 2005 - May 2006
Job President, Sales and Distribution, Managing Partner at BIC Group, LLC
Industry Financial Services
Experience
BIC Group, LLC December 2009 - Present
Virtus Investment Partners February 2008 - September 2009
Transamerica May 2006 - February 2008
Allstate Financial August 2005 - May 2006
Travelers Life & Annuity July 2004 - August 2005
AIG SunAmerica October 1996 - July 2004
Education
University of Arizona 1984 — 1988
BSBA, Economics and Finance
BIC Group, LLC December 2009 - Present
Virtus Investment Partners February 2008 - September 2009
Transamerica May 2006 - February 2008
Allstate Financial August 2005 - May 2006
Travelers Life & Annuity July 2004 - August 2005
AIG SunAmerica October 1996 - July 2004
Education
University of Arizona 1984 — 1988
BSBA, Economics and Finance
Priya Emerson's Allstate Financial Experience April 2008 - May 2009
Job Director Merchandise Finance at Walgreens
Industry Hospital & Health Care
Experience
Walgreens March 2013 - Present
Walgreens December 2010 - March 2013
Allstate Financial April 2008 - May 2009
Eaton Corporation November 2006 - April 2008
Booz Allen Hamilton April 2004 - November 2006
Kraft Foods 2001 - 2004
Skills
Supply Chain Management, Strategy, Cross-functional Team..., Supply Chain, Business Development, Leadership, Strategic Sourcing, Strategic Planning, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Management Consulting, Process Improvement, Financial Modeling, Acquisition Integration, Healthcare, Change Management, Project Management, Finance
Education
University of Chicago 2002 — 2004
MBA, Marketing Management, Operations, and Strategic Management
The University of Chicago Booth School of Business 2002 — 2004
MBA, Strategy, Marketing, and Operations
University of Illinois at Urbana-Champaign 1994 — 1998
B.S., Biochemistry
Walgreens March 2013 - Present
Walgreens December 2010 - March 2013
Allstate Financial April 2008 - May 2009
Eaton Corporation November 2006 - April 2008
Booz Allen Hamilton April 2004 - November 2006
Kraft Foods 2001 - 2004
Skills
Supply Chain Management, Strategy, Cross-functional Team..., Supply Chain, Business Development, Leadership, Strategic Sourcing, Strategic Planning, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Management Consulting, Process Improvement, Financial Modeling, Acquisition Integration, Healthcare, Change Management, Project Management, Finance
Education
University of Chicago 2002 — 2004
MBA, Marketing Management, Operations, and Strategic Management
The University of Chicago Booth School of Business 2002 — 2004
MBA, Strategy, Marketing, and Operations
University of Illinois at Urbana-Champaign 1994 — 1998
B.S., Biochemistry
Trish (Martin) Graves's Allstate Financial Experience February 2002 - June 2006
Job
Industry Information Services
Experience
Emtec Inc. (acquired Emerging Solutions) September 2011 - Present
Emerging Solutions June 2006 - April 2013
Allstate Financial February 2002 - June 2006
Skills
Business Analysis, Essbase, Business Intelligence, PeopleSoft, Hyperion Enterprise, Hyperion Planning, Oracle, ETL, EPM, Data Integration, Requirements Gathering, OLAP, Requirements Analysis, Financial Reporting, Analysis, Microsoft SQL Server, Professional Services, FDM, Business Process
Education
University of Dayton 1995 — 1999
BS
Emtec Inc. (acquired Emerging Solutions) September 2011 - Present
Emerging Solutions June 2006 - April 2013
Allstate Financial February 2002 - June 2006
Skills
Business Analysis, Essbase, Business Intelligence, PeopleSoft, Hyperion Enterprise, Hyperion Planning, Oracle, ETL, EPM, Data Integration, Requirements Gathering, OLAP, Requirements Analysis, Financial Reporting, Analysis, Microsoft SQL Server, Professional Services, FDM, Business Process
Education
University of Dayton 1995 — 1999
BS
Sylvia Berman-Peck's Allstate Financial Experience March 2013 - September 2013
Job Senior Associate Director, Major & Planned Giving, Chicago Regional Office, National Jewish Health
Industry Fund-Raising
Experience
National Jewish Health September 2013 - Present
Allstate Financial March 2013 - September 2013
Jewish Federation of Metropolitan Chicago August 2004 - March 2013
Jewish Federation of Rhode Island June 2003 - June 2004
Jewish Federation of Rhode Island August 2000 - June 2003
Columbus Jewish Federation July 1998 - June 2000
Columbus Jewish Federation August 1996 - June 1998
Skills
Fundraising, Non-profits, Public Relations, Event Management, Volunteer Management, Writing, Editing, Event Planning, Customer Relations, Research, Customer Service, Microsoft Office, Special Events, Community Outreach, Board Development, Marketing Communications, Supervisory Skills, Word, Direct Mail, Cause Marketing, Copy Editing, Charities, Direct Marketing, Stewardship, Grant Writing, Microsoft Word, Nonprofits, Advertising, Management, Marketing, Annual Giving, Leadership, Public Speaking, Strategic Communications, Philanthropy, Training, Press Releases, Newsletters, Budgets
Education
University of California Los Angeles
Jewish History
University of California, Santa Barbara
Bachler of Arts, History
National Jewish Health September 2013 - Present
Allstate Financial March 2013 - September 2013
Jewish Federation of Metropolitan Chicago August 2004 - March 2013
Jewish Federation of Rhode Island June 2003 - June 2004
Jewish Federation of Rhode Island August 2000 - June 2003
Columbus Jewish Federation July 1998 - June 2000
Columbus Jewish Federation August 1996 - June 1998
Skills
Fundraising, Non-profits, Public Relations, Event Management, Volunteer Management, Writing, Editing, Event Planning, Customer Relations, Research, Customer Service, Microsoft Office, Special Events, Community Outreach, Board Development, Marketing Communications, Supervisory Skills, Word, Direct Mail, Cause Marketing, Copy Editing, Charities, Direct Marketing, Stewardship, Grant Writing, Microsoft Word, Nonprofits, Advertising, Management, Marketing, Annual Giving, Leadership, Public Speaking, Strategic Communications, Philanthropy, Training, Press Releases, Newsletters, Budgets
Education
University of California Los Angeles
Jewish History
University of California, Santa Barbara
Bachler of Arts, History
Samuel Motto's Allstate Financial Experience 2010 - 2013
Job District Manager at Transamerica Agency Network, Inc.
Industry Financial Services
Experience
Transamerica Agency Network, Inc. 2013 - Present
Allstate Financial 2010 - 2013
MetLife 2009 - 2010
John Hancock Life Insurance Company (U.S.A.) 2008 - 2009
Nationwide Financial 2000 - 2008
Skills
Property & Casualty..., Series 6, Insurance, Health Insurance, Fixed Annuities, Life Insurance, Long-term Care, Disability Insurance, Retirement, Series 63, Term Life Insurance, Underwriting, Retirement Planning, Mutual Funds, Employee Benefits, Long Term Care Insurance, 401k, IRAs
Education
The Ohio State University 1987 — 1992
Bachelor of Science (B.S.), Finance, General
Transamerica Agency Network, Inc. 2013 - Present
Allstate Financial 2010 - 2013
MetLife 2009 - 2010
John Hancock Life Insurance Company (U.S.A.) 2008 - 2009
Nationwide Financial 2000 - 2008
Skills
Property & Casualty..., Series 6, Insurance, Health Insurance, Fixed Annuities, Life Insurance, Long-term Care, Disability Insurance, Retirement, Series 63, Term Life Insurance, Underwriting, Retirement Planning, Mutual Funds, Employee Benefits, Long Term Care Insurance, 401k, IRAs
Education
The Ohio State University 1987 — 1992
Bachelor of Science (B.S.), Finance, General
John Rugel, ALMI's Allstate Financial Experience September 2011 - October 2013
Job Senior Vice President Customer Fulfillment and Underwriting at Allstate
Industry Insurance
Experience
Allstate October 2013 - Present
Allstate Financial September 2011 - October 2013
Met Life March 2010 - August 2011
American General June 1995 - March 2010
Skills
New Business Development, Risk Management, Underwriting, Account Management, Life Insurance, Disability Insurance, Long-term Care, Reinsurance, Fixed Annuities, Health Insurance, Employee Benefits, Retirement Planning, Critical Illness, Predictive Analytics, Financial Risk, Term Life Insurance, Brokers, Claim, Insurance, General Insurance, Casualty, Whole Life, Operations Management, Vendor Management, Retirement, Workers Compensation, Leadership, Property & Casualty...
Education
State University of New York at Albany
Business Administration and Management, General
Allstate October 2013 - Present
Allstate Financial September 2011 - October 2013
Met Life March 2010 - August 2011
American General June 1995 - March 2010
Skills
New Business Development, Risk Management, Underwriting, Account Management, Life Insurance, Disability Insurance, Long-term Care, Reinsurance, Fixed Annuities, Health Insurance, Employee Benefits, Retirement Planning, Critical Illness, Predictive Analytics, Financial Risk, Term Life Insurance, Brokers, Claim, Insurance, General Insurance, Casualty, Whole Life, Operations Management, Vendor Management, Retirement, Workers Compensation, Leadership, Property & Casualty...
Education
State University of New York at Albany
Business Administration and Management, General
Aida Castro's Allstate Financial Experience May 2009 - May 2012
Job Financial Services Professional at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2012 - Present
Allstate Financial May 2009 - May 2012
Merrill Lynch November 2006 - October 2009
Skills
Retirement Planning, Life Insurance, Personal Finance, Investments, Portfolio Management, Insurance, Financial Analysis, Options, Corporate Finance, Risk Management, Series 7, Wealth Management, Mutual Funds, Series 63, Retirement, Fixed Annuities, Employee Benefits, Finance
Education
University of Phoenix 2004 — 2006
MBA, Global Management
University of Arizona
BS, Exercise Physiology
New York Life Insurance Company May 2012 - Present
Allstate Financial May 2009 - May 2012
Merrill Lynch November 2006 - October 2009
Skills
Retirement Planning, Life Insurance, Personal Finance, Investments, Portfolio Management, Insurance, Financial Analysis, Options, Corporate Finance, Risk Management, Series 7, Wealth Management, Mutual Funds, Series 63, Retirement, Fixed Annuities, Employee Benefits, Finance
Education
University of Phoenix 2004 — 2006
MBA, Global Management
University of Arizona
BS, Exercise Physiology
Julie Schommer's Allstate Financial Experience September 2008 - August 2010
Job Senior Financial Analyst at Bank of America
Industry Banking
Experience
Bank of America Staff Financial AnalystAllstateMarch 2012 - May 2012
Allstate August 2010 - March 2012
Allstate Financial September 2008 - August 2010
Allstate Financial August 2007 - September 2008
Education
University of Dayton 2003 — 2007
BS, Finance, 3.93
Bank of America Staff Financial AnalystAllstateMarch 2012 - May 2012
Allstate August 2010 - March 2012
Allstate Financial September 2008 - August 2010
Allstate Financial August 2007 - September 2008
Education
University of Dayton 2003 — 2007
BS, Finance, 3.93
Laila Beane's Allstate Financial Experience 2002 - 2006
Job Chief Marketing Officer & Head of Consulting Intellect SEEC (A Polaris Group Company)
Industry Insurance
Experience
Polaris Financial Technology Limited 2013 - Present
Licensed Insurance Agent (Life, Health) 2002 - 2014
Polaris Financial Technology 2009 - 2013
Polaris Financial Technology (Intellect SEEC) 2009 - 2011
Infosys 2008 - 2009
ACORD 2006 - 2008
Allstate Financial 2002 - 2006
AFLAC & KEMPER 2002 - 2002
Osram Sylvania (Siemens) 2000 - 2002
Motorola - ECS 1993 - 2000
Skills
Insurance, CRM, New Business Development, Business Analysis, Product Development, Business Intelligence, Program Management, Enterprise Architecture, Requirements Analysis, Software Project..., SDLC, Vendor Management, IT Strategy, Process Improvement, Risk Management
Education
University of Illinois at Chicago 1991 — 1994
Master of Science (MS), Computer Science & Information Management, Computer Science
Polaris Financial Technology Limited 2013 - Present
Licensed Insurance Agent (Life, Health) 2002 - 2014
Polaris Financial Technology 2009 - 2013
Polaris Financial Technology (Intellect SEEC) 2009 - 2011
Infosys 2008 - 2009
ACORD 2006 - 2008
Allstate Financial 2002 - 2006
AFLAC & KEMPER 2002 - 2002
Osram Sylvania (Siemens) 2000 - 2002
Motorola - ECS 1993 - 2000
Skills
Insurance, CRM, New Business Development, Business Analysis, Product Development, Business Intelligence, Program Management, Enterprise Architecture, Requirements Analysis, Software Project..., SDLC, Vendor Management, IT Strategy, Process Improvement, Risk Management
Education
University of Illinois at Chicago 1991 — 1994
Master of Science (MS), Computer Science & Information Management, Computer Science
Gloria Salazar's Allstate Financial Experience September 2001 - January 2006
Job Business Consultant, Key Bank Branch Manager
Industry Investment Banking
Experience
KeyBank March 2008 - Present
Bilingual Financial Services January 2004 - March 2008
Allstate Financial September 2001 - January 2006
Skills
Mortgage Lending, Loans, Mortgage Banking, Banking, Strategic Financial..., Business Strategy, New Business Development, Middle Market, International Business, Credit, Residential Homes, Refinance, FHA, Loan Origination, Real Estate, Real Estate Transactions, First Time Home Buyers, Selling, Finance, Insurance, Negotiation, Investment Properties
Education
University of Phoenix 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Universidad Libre de Colombia 1986 — 1988
Accounting and Finance
KeyBank March 2008 - Present
Bilingual Financial Services January 2004 - March 2008
Allstate Financial September 2001 - January 2006
Skills
Mortgage Lending, Loans, Mortgage Banking, Banking, Strategic Financial..., Business Strategy, New Business Development, Middle Market, International Business, Credit, Residential Homes, Refinance, FHA, Loan Origination, Real Estate, Real Estate Transactions, First Time Home Buyers, Selling, Finance, Insurance, Negotiation, Investment Properties
Education
University of Phoenix 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Universidad Libre de Colombia 1986 — 1988
Accounting and Finance
Randolph Corradino's Allstate Financial Experience Regional Sales LeaderAllstate Insurance2001 - Present
Job Regional Financial Services Leader at Allstate Financial
Industry Financial Services
Experience
Allstate Financial Regional Sales LeaderAllstate Insurance2001 - Present
Education
Tusculum College 1970 — 1974
Allstate Financial Regional Sales LeaderAllstate Insurance2001 - Present
Education
Tusculum College 1970 — 1974
Otha Smith, CRPC®'s Allstate Financial Experience 1983 - 2000
Job Financial Services Professional, Author
Industry Financial Services
Experience
Lincoln Financial Distributors November 2014 - Present
3 Guys In A Booth LLC 2011 - Present
Morgan Stanley - Investment Products April 2000 - October 2014
Allstate Financial 1983 - 2000
Education
University of Alabama
Advertising, Marketing & Computer Science
Philip Crosby Quality College 1990 — 1991
Quality and Process Engineering
Lincoln Financial Distributors November 2014 - Present
3 Guys In A Booth LLC 2011 - Present
Morgan Stanley - Investment Products April 2000 - October 2014
Allstate Financial 1983 - 2000
Education
University of Alabama
Advertising, Marketing & Computer Science
Philip Crosby Quality College 1990 — 1991
Quality and Process Engineering
Jordan Frank's Allstate Financial Experience May 2008 - August 2008
Job Product Manager at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance July 2014 - Present
Farmers Insurance July 2013 - June 2014
Safeco Insurance August 2012 - June 2013
Safeco Insurance February 2012 - August 2012
Safeco Insurance January 2011 - January 2012
Towers Watson 2009 - 2010
Allstate Financial May 2008 - August 2008
Skills
Actuarial Science, Property & Casualty..., Insurance, General Insurance, Predictive Modeling, Pricing, Risk Management, Analytics, Data Analysis, Business Analysis
Education
University of Illinois at Urbana-Champaign
BS, High Distinction, Actuarial Science
Farmers Insurance July 2014 - Present
Farmers Insurance July 2013 - June 2014
Safeco Insurance August 2012 - June 2013
Safeco Insurance February 2012 - August 2012
Safeco Insurance January 2011 - January 2012
Towers Watson 2009 - 2010
Allstate Financial May 2008 - August 2008
Skills
Actuarial Science, Property & Casualty..., Insurance, General Insurance, Predictive Modeling, Pricing, Risk Management, Analytics, Data Analysis, Business Analysis
Education
University of Illinois at Urbana-Champaign
BS, High Distinction, Actuarial Science
Dan Capote's Allstate Financial Experience January 2009 - November 2010
Job
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. November 2010 - Present
Allstate Financial January 2009 - November 2010
United Residential Lending, LLC January 2007 - June 2008
Argent Mortgage May 2005 - January 2007
Liberty Home Loan Corporation April 2002 - May 2005
Education
University of Florida - Warrington College of Business Administration 1992 — 1996
BSBA, Economics
JPMorgan Chase Bank, N.A. November 2010 - Present
Allstate Financial January 2009 - November 2010
United Residential Lending, LLC January 2007 - June 2008
Argent Mortgage May 2005 - January 2007
Liberty Home Loan Corporation April 2002 - May 2005
Education
University of Florida - Warrington College of Business Administration 1992 — 1996
BSBA, Economics
Brian Markey's Allstate Financial Experience June 2007 - March 2009
Job AVP National Sales at Cavanal Hill Investment Management
Industry Financial Services
Experience
Cavanal Hill Investment Management June 2009 - Present
Allstate Financial June 2007 - March 2009
Invesco Ltd. 2004 - 2007
Guaranty Bank 2001 - 2004
Van Kampen 1998 - 2001
Van Kampen Investments 1996 - 1998
Education
The University of Texas at Austin 1988 — 1991
Bachelors, English
Cavanal Hill Investment Management June 2009 - Present
Allstate Financial June 2007 - March 2009
Invesco Ltd. 2004 - 2007
Guaranty Bank 2001 - 2004
Van Kampen 1998 - 2001
Van Kampen Investments 1996 - 1998
Education
The University of Texas at Austin 1988 — 1991
Bachelors, English
Carol Okamoto's Allstate Financial Experience 2002 - 2003
Job Vice President Controller, Roundy's Supermarkets, Inc.
Industry Retail
Experience
Roundy's Supermarket, Inc. May 2015 - Present
True Value Company September 2011 - May 2015
Crate & Barrel 2003 - 2011
Allstate Financial 2002 - 2003
Pharmacia/Searle 1987 - 2002
Centel Corporation 1983 - 1987
PwC 1981 - 1983
Skills
Financial Reporting, Accounting, Financial Analysis, Forecasting, Sarbanes-Oxley Act, Financial Modeling, Auditing, GAAP, Strategic Financial..., Accounts Payable, Budgets, Process Improvement, General Ledger, Account Reconciliation, Internal Controls, Financial Accounting, Finance, Business Planning, SEC filings, Managerial Finance, Management, Financial Statements, CPA, Cash Flow, Business Analysis, Income Statement, Cost Accounting, IFRS, Variance Analysis, P
Education
The University of Chicago Booth School of Business 1987 — 1991
MBA, Finance
University of Illinois at Urbana-Champaign 1977 — 1981
BS, Accountancy
Roundy's Supermarket, Inc. May 2015 - Present
True Value Company September 2011 - May 2015
Crate & Barrel 2003 - 2011
Allstate Financial 2002 - 2003
Pharmacia/Searle 1987 - 2002
Centel Corporation 1983 - 1987
PwC 1981 - 1983
Skills
Financial Reporting, Accounting, Financial Analysis, Forecasting, Sarbanes-Oxley Act, Financial Modeling, Auditing, GAAP, Strategic Financial..., Accounts Payable, Budgets, Process Improvement, General Ledger, Account Reconciliation, Internal Controls, Financial Accounting, Finance, Business Planning, SEC filings, Managerial Finance, Management, Financial Statements, CPA, Cash Flow, Business Analysis, Income Statement, Cost Accounting, IFRS, Variance Analysis, P
Education
The University of Chicago Booth School of Business 1987 — 1991
MBA, Finance
University of Illinois at Urbana-Champaign 1977 — 1981
BS, Accountancy
Erica Henst's Allstate Financial Experience November 2008 - Present
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial November 2008 - Present
Ameriprise Financial Services, Inc. November 2006 - November 2008
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Series 63, Mutual Funds, IRAs, Series 7, Series 6, Insurance, Disability Insurance, Investments
Education
The University of Connecticut School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Allstate Financial November 2008 - Present
Ameriprise Financial Services, Inc. November 2006 - November 2008
Skills
Fixed Annuities, Retirement Planning, Retirement, Life Insurance, Series 63, Mutual Funds, IRAs, Series 7, Series 6, Insurance, Disability Insurance, Investments
Education
The University of Connecticut School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Russ Cobler's Allstate Financial Experience 1995 - January 2010
Job at Lincoln Benefit Lifean Allstate company
Industry Insurance
Experience
Lincoln Benefit Life-an Allstate company April 2010 - June 2013
Allstate Financial 1995 - January 2010
Skills
Retirement Planning, Account Management, Insurance, Investments, Banking, Fixed Annuities, Process Improvement, Life Insurance, Strategic Planning, Mutual Funds, Series 6, Series 63, Cross-functional Team..., Relationship Management, Financial Services, Management, Strategy, Retirement, Sales Management, Financial Analysis, Marketing Strategy, Wealth Management, Leadership, Sales, Project Management, Team Building, Series 7, Long-term Care, 401k, Cross Selling, Finance, Term Life Insurance, Financial Advisory, Strategic Financial..., Disability Insurance, Brokers, Securities, Business Planning, Risk Management, Asset Allocation, Property & Casualty..., General Insurance, Health Insurance, Employee Benefits, Portfolio Management, Underwriting
Education
The University of New Mexico - Robert O. Anderson School of Management 1972 — 1975
MBA, Business Planning and Marketing
Lincoln Benefit Life-an Allstate company April 2010 - June 2013
Allstate Financial 1995 - January 2010
Skills
Retirement Planning, Account Management, Insurance, Investments, Banking, Fixed Annuities, Process Improvement, Life Insurance, Strategic Planning, Mutual Funds, Series 6, Series 63, Cross-functional Team..., Relationship Management, Financial Services, Management, Strategy, Retirement, Sales Management, Financial Analysis, Marketing Strategy, Wealth Management, Leadership, Sales, Project Management, Team Building, Series 7, Long-term Care, 401k, Cross Selling, Finance, Term Life Insurance, Financial Advisory, Strategic Financial..., Disability Insurance, Brokers, Securities, Business Planning, Risk Management, Asset Allocation, Property & Casualty..., General Insurance, Health Insurance, Employee Benefits, Portfolio Management, Underwriting
Education
The University of New Mexico - Robert O. Anderson School of Management 1972 — 1975
MBA, Business Planning and Marketing
Al Dal Porto's Allstate Financial Experience 1995 - 2006
Job Vice President, Strategy and Business Development
Industry Insurance
Experience
Security Benefit June 2010 - Present
Ernst & Young March 2008 - June 2010
Prudential Financial June 2006 - November 2007
Allstate Financial 1995 - 2006
CIGNA 1986 - 1995
Tillinghast September 1989 - July 1991
Skills
Business Intelligence, Actuarial Science, Retirement, Financial Services, Fixed Annuities, ALM, Insurance
Education
University of Illinois at Urbana-Champaign 1982 — 1986
B.S, Actuarial Science
Security Benefit June 2010 - Present
Ernst & Young March 2008 - June 2010
Prudential Financial June 2006 - November 2007
Allstate Financial 1995 - 2006
CIGNA 1986 - 1995
Tillinghast September 1989 - July 1991
Skills
Business Intelligence, Actuarial Science, Retirement, Financial Services, Fixed Annuities, ALM, Insurance
Education
University of Illinois at Urbana-Champaign 1982 — 1986
B.S, Actuarial Science
Theresa Readdy's Allstate Financial Experience October 2007 - Present
Job Financial Consultant at Allstate Financial
Industry Insurance
Experience
Allstate Financial October 2007 - Present
Allstate Financial September 2004 - October 2007
Allstate Financial October 1984 - September 2004
Skills
Estate Planning, Retirement Planning, IRAs, 401k, Variable Annuities, Mutual Funds, Financial Planners, Strategy, Retirement, FINRA, Life Insurance, Fixed Annuities, Series 63, Financial Services, Term Life Insurance, Series 6
Education
The American College
Chartered Life Underwriter® Designation
Allstate Financial October 2007 - Present
Allstate Financial September 2004 - October 2007
Allstate Financial October 1984 - September 2004
Skills
Estate Planning, Retirement Planning, IRAs, 401k, Variable Annuities, Mutual Funds, Financial Planners, Strategy, Retirement, FINRA, Life Insurance, Fixed Annuities, Series 63, Financial Services, Term Life Insurance, Series 6
Education
The American College
Chartered Life Underwriter® Designation
John Eyster's Allstate Financial Experience June 2005 - March 2007
Job Regional Sales DirectorMoneyGuard Solutions
Industry Financial Services
Experience
Lincoln Financial Group May 2015 - Present
Great American Insurance May 2014 - May 2015
Forethought Financial Group, Inc. May 2013 - April 2014
AIG March 2007 - May 2013
Allstate Financial June 2005 - March 2007
Skills
bank wholesaling, wirehouse wholesaling, Equity Indexed Annuities, Variable Annuities, income riders, Public Speaking, living benefits, Mutual Funds, Fixed Annuities, Series 24, Sales Management, Investments, Financial Services, Series 6, Crisis Management, Series 63, Series 7, Retirement Planning, Retirement, Insurance, Sales, Wealth Management, Securities, Marketing, Long-term Care
Education
The University of Texas at Austin
BA, Psychology
Lincoln Financial Group May 2015 - Present
Great American Insurance May 2014 - May 2015
Forethought Financial Group, Inc. May 2013 - April 2014
AIG March 2007 - May 2013
Allstate Financial June 2005 - March 2007
Skills
bank wholesaling, wirehouse wholesaling, Equity Indexed Annuities, Variable Annuities, income riders, Public Speaking, living benefits, Mutual Funds, Fixed Annuities, Series 24, Sales Management, Investments, Financial Services, Series 6, Crisis Management, Series 63, Series 7, Retirement Planning, Retirement, Insurance, Sales, Wealth Management, Securities, Marketing, Long-term Care
Education
The University of Texas at Austin
BA, Psychology
Dave Pinter's Allstate Financial Experience 1980 - 2006
Job Project Manager
Industry Information Technology and Services
Experience
H&R Block December 2008 - April 2009
Allstate Insurance October 1980 - May 2006
Allstate Financial 1980 - 2006
Education
University of Illinois at Chicago 1969 — 1971
BS, Finance
H&R Block December 2008 - April 2009
Allstate Insurance October 1980 - May 2006
Allstate Financial 1980 - 2006
Education
University of Illinois at Chicago 1969 — 1971
BS, Finance
Thomas Minneci's Allstate Financial Experience December 1998 - June 2000
Job Director, Financial Planning & Analysis at Erie Insurance Group
Industry Insurance
Experience
Erie Insurance Group December 2010 - Present
Allstate February 2006 - May 2011
Allstate July 2000 - January 2006
Allstate Financial December 1998 - June 2000
Allstate Financial December 1997 - November 1998
Allstate Financial October 1994 - November 1997
Allstate Financial April 1991 - September 1994
Allstate Financial May 1988 - March 1991
Allstate Financial March 1987 - April 1988
Education
University of Illinois at Chicago 1997 — 2000
MBA, Marketing
Northern Illinois University - College of Business 1984 — 1986
BS, Finance
Erie Insurance Group December 2010 - Present
Allstate February 2006 - May 2011
Allstate July 2000 - January 2006
Allstate Financial December 1998 - June 2000
Allstate Financial December 1997 - November 1998
Allstate Financial October 1994 - November 1997
Allstate Financial April 1991 - September 1994
Allstate Financial May 1988 - March 1991
Allstate Financial March 1987 - April 1988
Education
University of Illinois at Chicago 1997 — 2000
MBA, Marketing
Northern Illinois University - College of Business 1984 — 1986
BS, Finance
Gwenn Kessler's Allstate Financial Experience Recruiter & Field Sales Education ConsultantAllstate Financial Services, LLCJanuary 2015 - Present
Job Recruiter & Field Sales Education Consultant at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Recruiter & Field Sales Education ConsultantAllstate Financial Services, LLCJanuary 2015 - Present
Skills
Series 63, Strategic Financial..., 401k, Series 6, Wealth Management, Financial Advisory, Portfolio Management
Education
The Ohio State University
Upper Arlington High School-Columbus Ohio, The Ohio State University-Columbus Ohio
Allstate Financial Recruiter & Field Sales Education ConsultantAllstate Financial Services, LLCJanuary 2015 - Present
Skills
Series 63, Strategic Financial..., 401k, Series 6, Wealth Management, Financial Advisory, Portfolio Management
Education
The Ohio State University
Upper Arlington High School-Columbus Ohio, The Ohio State University-Columbus Ohio
Cedric Fischer's Allstate Financial Experience October 2003 - March 2006
Job Director of Compliance and Risk Managment Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions April 2008 - Present
Woodbourne Investment Management March 2006 - April 2008
Allstate Financial October 2003 - March 2006
Conifer Securities July 2002 - March 2006
Palm Harbor Capital Management July 1999 - July 2002
Legg Mason October 1998 - July 1999
Skills
Sarbanes-Oxley, Regulatory Analysis, 1940 Act, Securities Exchange Act..., Compliance, Financial Analysis, Fund Accounting, Investment Advisory, Mutual Funds, Asset Management, Securities, Hedge Funds, Financial Services, Private Equity, Investments, Due Diligence, Finance, Equities, Alternative Investments, Mergers, SEC filings, Securities Regulation, Trading, Financial Modeling, Management
Education
University of San Francisco 1999 — 2002
Master of Business Administration (MBA), Finance, General
University of Colorado at Boulder 1992 — 1998
Bachelor of Arts (B.A.)
Rheinische Friedrich-Wilhelms-Universität Bonn / University of Bonn 1995 — 1996
Studied under Federal Grant for Immigration Researc
Broadridge Financial Solutions April 2008 - Present
Woodbourne Investment Management March 2006 - April 2008
Allstate Financial October 2003 - March 2006
Conifer Securities July 2002 - March 2006
Palm Harbor Capital Management July 1999 - July 2002
Legg Mason October 1998 - July 1999
Skills
Sarbanes-Oxley, Regulatory Analysis, 1940 Act, Securities Exchange Act..., Compliance, Financial Analysis, Fund Accounting, Investment Advisory, Mutual Funds, Asset Management, Securities, Hedge Funds, Financial Services, Private Equity, Investments, Due Diligence, Finance, Equities, Alternative Investments, Mergers, SEC filings, Securities Regulation, Trading, Financial Modeling, Management
Education
University of San Francisco 1999 — 2002
Master of Business Administration (MBA), Finance, General
University of Colorado at Boulder 1992 — 1998
Bachelor of Arts (B.A.)
Rheinische Friedrich-Wilhelms-Universität Bonn / University of Bonn 1995 — 1996
Studied under Federal Grant for Immigration Researc
Barbara Siegel's Allstate Financial Experience February 2000 - May 2005
Job Admin/Clerical or Graphic Designer
Industry Marketing and Advertising
Experience
Saf-T-Gard International February 2005 - January 2009
Allstate Financial February 2000 - May 2005
Bettye Kaner Interiors 1990 - 2002
Education
New Trier East
University of Illinois at Chicago
BA, Graphic Communication
Saf-T-Gard International February 2005 - January 2009
Allstate Financial February 2000 - May 2005
Bettye Kaner Interiors 1990 - 2002
Education
New Trier East
University of Illinois at Chicago
BA, Graphic Communication
Vicki Crouch's Allstate Financial Experience April 1986 - Present
Job owner at allstate insurance
Industry Insurance
Experience
Allstate Financial April 1986 - Present
Education
University of Houston-Clear Lake 1978 — 1982
Bachelor of Business Administration (BBA), Marketing, College Graduate
Allstate Financial April 1986 - Present
Education
University of Houston-Clear Lake 1978 — 1982
Bachelor of Business Administration (BBA), Marketing, College Graduate
Matthew Lenaghan's Allstate Financial Experience July 2007 - January 2014
Job Director and Actuary at Pacific Life
Industry Insurance
Experience
Pacific Life January 2014 - Present
Allstate Financial July 2007 - January 2014
American General 2003 - 2007
Lincoln Financial 2000 - 2003
Skills
Actuarial Science, Insurance, Fixed Annuities, Life Insurance, Retirement, Variable Annuities, Retirement Planning, Product Development, Product Management, Project Management, Cross Functional..., Actuaries, Term Life Insurance
Education
University of Illinois at Urbana-Champaign 1996 — 2000
B.S., Actuarial Science
SHG 1993 — 1996
Pacific Life January 2014 - Present
Allstate Financial July 2007 - January 2014
American General 2003 - 2007
Lincoln Financial 2000 - 2003
Skills
Actuarial Science, Insurance, Fixed Annuities, Life Insurance, Retirement, Variable Annuities, Retirement Planning, Product Development, Product Management, Project Management, Cross Functional..., Actuaries, Term Life Insurance
Education
University of Illinois at Urbana-Champaign 1996 — 2000
B.S., Actuarial Science
SHG 1993 — 1996
Star Motry's Allstate Financial Experience November 2007 - March 2009
Job Actuary at Blue Cross Blue Shield
Industry Insurance
Experience
Blue Cross Blue Shield March 2009 - Present
IABA 2011 - 2011
Allstate Financial November 2007 - March 2009
Education
The University of Texas at Austin
University of Houston
BS, Mathematics
Blue Cross Blue Shield March 2009 - Present
IABA 2011 - 2011
Allstate Financial November 2007 - March 2009
Education
The University of Texas at Austin
University of Houston
BS, Mathematics
Joseph Bozel's Allstate Financial Experience April 1991 - Present
Job Financial Specialist at Allstate Financial
Industry Financial Services
Experience
Allstate Financial April 1991 - Present
Allstate Insurance 1991 - Present
Skills
Insurance, Financial Analysis, Property & Casualty..., Mortgage Lending, Fixed Annuities, Disability Insurance, Financial Services, Life Insurance, Commercial Insurance, Underwriting, Long-term Care, Sales
Education
Towson University 1981 — 1984
BS, Business / Finance
Allstate Financial April 1991 - Present
Allstate Insurance 1991 - Present
Skills
Insurance, Financial Analysis, Property & Casualty..., Mortgage Lending, Fixed Annuities, Disability Insurance, Financial Services, Life Insurance, Commercial Insurance, Underwriting, Long-term Care, Sales
Education
Towson University 1981 — 1984
BS, Business / Finance
Sunthary Murphy's Allstate Financial Experience July 2007 - July 2010
Job Product Manager at Gainsco
Industry Insurance
Experience
Gainsco February 2014 - Present
Gainsco November 2012 - February 2014
Kemper Corporation April 2012 - November 2012
Kemper Corporation July 2010 - April 2012
Allstate Financial July 2007 - July 2010
Harte-Hanks, Inc. January 2007 - May 2007
CitiStreet 2007 - 2007
Skills
Microsoft Excel, SAS, SQL, ReservePro, TAS, Insurance, Actuaries, Property & Casualty..., Loss Reserving, Life Insurance, Universal Life Pricing, Mortality Study, System Testing, Mathematics, Financial Reporting, Financial Modeling, Mathematical Modeling, Statistical Modeling, Data Analysis, Executive Presentations, Microsoft Office
Education
University of North Florida 2004 — 2006
B.A., Mathematics, with Statistics minor
Three Rivers Community College 2002 — 2002
Economics
Gainsco February 2014 - Present
Gainsco November 2012 - February 2014
Kemper Corporation April 2012 - November 2012
Kemper Corporation July 2010 - April 2012
Allstate Financial July 2007 - July 2010
Harte-Hanks, Inc. January 2007 - May 2007
CitiStreet 2007 - 2007
Skills
Microsoft Excel, SAS, SQL, ReservePro, TAS, Insurance, Actuaries, Property & Casualty..., Loss Reserving, Life Insurance, Universal Life Pricing, Mortality Study, System Testing, Mathematics, Financial Reporting, Financial Modeling, Mathematical Modeling, Statistical Modeling, Data Analysis, Executive Presentations, Microsoft Office
Education
University of North Florida 2004 — 2006
B.A., Mathematics, with Statistics minor
Three Rivers Community College 2002 — 2002
Economics
Ruth Angell's Allstate Financial Experience Investment ExecutiveRegis SecuritiesSeptember 2002 - April 2006
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial Investment ExecutiveRegis SecuritiesSeptember 2002 - April 2006
Education
The Ohio State University 1965 — 1968
None, English Education, Spanish Minor
Allstate Financial Investment ExecutiveRegis SecuritiesSeptember 2002 - April 2006
Education
The Ohio State University 1965 — 1968
None, English Education, Spanish Minor
Jared Sorrells's Allstate Financial Experience January 2006 - August 2007
Job Photographer
Industry Photography
Experience
South Wind Gold and Silver January 2010 - Present
Dean Foods September 2009 - November 2009
Lincoln Financial Group August 2007 - December 2008
Allstate Financial January 2006 - August 2007
John Hancock / Feuget Lindsey LLP August 2003 - January 2006
Skills
Customer Service, Team Building, Sales, Retail, PowerPoint, Microsoft Excel
Education
Northwest Arkansas Community College 2008 — 2009
Marketing Analyst Program Certificate
University of Central Arkansas 1999 — 2003
BA, Risk Management & Insurance
South Wind Gold and Silver January 2010 - Present
Dean Foods September 2009 - November 2009
Lincoln Financial Group August 2007 - December 2008
Allstate Financial January 2006 - August 2007
John Hancock / Feuget Lindsey LLP August 2003 - January 2006
Skills
Customer Service, Team Building, Sales, Retail, PowerPoint, Microsoft Excel
Education
Northwest Arkansas Community College 2008 — 2009
Marketing Analyst Program Certificate
University of Central Arkansas 1999 — 2003
BA, Risk Management & Insurance
Debbie McKee's Allstate Financial Experience 2008 - 2010
Job Field Sales Associate at Allstate Insurance
Industry Insurance
Experience
Allstate November 2010 - Present
Allstate Financial 2008 - 2010
United Healthcare 2006 - 2008
Marsh 2004 - 2006
Sentara Healthcare 1990 - 1994
Education
The Ohio State University 1980 — 1984
BA, Communications
Allstate November 2010 - Present
Allstate Financial 2008 - 2010
United Healthcare 2006 - 2008
Marsh 2004 - 2006
Sentara Healthcare 1990 - 1994
Education
The Ohio State University 1980 — 1984
BA, Communications
Ryan Regan's Allstate Financial Experience January 1998 - February 2008
Job RVP at AXA Equitable
Industry Financial Services
Experience
AXA Equitable August 2008 - Present
Allstate Financial January 1998 - February 2008
Van Kampen Investments October 1996 - October 1998
Education
Trinity University 1992 — 1996
Bachelor of Science (B.S.), Finance and Financial Management Services
AXA Equitable August 2008 - Present
Allstate Financial January 1998 - February 2008
Van Kampen Investments October 1996 - October 1998
Education
Trinity University 1992 — 1996
Bachelor of Science (B.S.), Finance and Financial Management Services
Erica Henst's Allstate Financial Experience Financial AdvisorAmeriprise FinancialNovember 2006 - November 2008
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial Financial AdvisorAmeriprise FinancialNovember 2006 - November 2008
Skills
Financial Services, Fixed Annuities, Life Insurance, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7, Strategic Financial...
Education
The University of Connecticut School of Business 2001 — 2005
Business Administration, Finance
Allstate Financial Financial AdvisorAmeriprise FinancialNovember 2006 - November 2008
Skills
Financial Services, Fixed Annuities, Life Insurance, Mutual Funds, Retirement, Retirement Planning, Series 63, Series 7, Strategic Financial...
Education
The University of Connecticut School of Business 2001 — 2005
Business Administration, Finance
Debra Simmons's Allstate Financial Experience June 1987 - Present
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial June 1987 - Present
Skills
Fixed Annuities, Retirement Planning, Mutual Funds, Life Insurance, IRAs, Series 63, Insurance, Term Life Insurance, Long-term Care, Securities, Financial Services, Property, Variable Annuities, Health Insurance, Investment Strategies, Financial Modeling, FINRA
Education
University of Houston
Bachelor of Arts (B.A.), Business
Allstate Financial June 1987 - Present
Skills
Fixed Annuities, Retirement Planning, Mutual Funds, Life Insurance, IRAs, Series 63, Insurance, Term Life Insurance, Long-term Care, Securities, Financial Services, Property, Variable Annuities, Health Insurance, Investment Strategies, Financial Modeling, FINRA
Education
University of Houston
Bachelor of Arts (B.A.), Business
Randy tillis's Allstate Financial Experience 1997 - 2006
Job Manager at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers 2006 - Present
Allstate Financial 1997 - 2006
Skills
Financial Accounting, Portfolio Management, Retirement Planning, Risk Analysis, Pensions, GAAP, Insurance, Solvency II, Tax, Team Leadership, VBA, Microsoft Excel, Corporate Finance, Strategic Financial..., Business Planning, FSA, IFRS, Internal Controls, Defined Benefit, Analysis, General Insurance, Process Improvement, Auditing, US GAAP, Financial Reporting, Health Insurance, Sarbanes-Oxley Act, Business Valuation, Financial Analysis, Pricing, Life Insurance, Microsoft Office, Product Development, ALM, Valuation, Financial Modeling, Accounting, Retirement, Strategic Planning, Financial Risk, Asset Allocation, Economic Capital, Product Management, Financial Services, Risk Management, Investments, Enterprise Risk..., Reinsurance, Actuarial Science
Education
The Ohio State University
BS, Mathematics
PricewaterhouseCoopers 2006 - Present
Allstate Financial 1997 - 2006
Skills
Financial Accounting, Portfolio Management, Retirement Planning, Risk Analysis, Pensions, GAAP, Insurance, Solvency II, Tax, Team Leadership, VBA, Microsoft Excel, Corporate Finance, Strategic Financial..., Business Planning, FSA, IFRS, Internal Controls, Defined Benefit, Analysis, General Insurance, Process Improvement, Auditing, US GAAP, Financial Reporting, Health Insurance, Sarbanes-Oxley Act, Business Valuation, Financial Analysis, Pricing, Life Insurance, Microsoft Office, Product Development, ALM, Valuation, Financial Modeling, Accounting, Retirement, Strategic Planning, Financial Risk, Asset Allocation, Economic Capital, Product Management, Financial Services, Risk Management, Investments, Enterprise Risk..., Reinsurance, Actuarial Science
Education
The Ohio State University
BS, Mathematics
Steven Grooms's Allstate Financial Experience June 2007 - May 2011
Job Director Market Risk at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc. October 2014 - Present
Discover Financial Services May 2011 - October 2014
Allstate Financial June 2007 - May 2011
Skills
ALM, Funds Transfer Pricing, Financial Modeling, Financial Analysis, Portfolio Management, Financial Risk, Risk Management, Strategic Financial..., Market Risk, Analytics, Financial Services, Fixed Income, Corporate Finance, Finance, Treasury Management, Financial Planning
Education
University of Kansas 2003 — 2007
Bachelor of Science (BS), Finance
Level III Candidate in the CFA Program
Santander Consumer USA Inc. October 2014 - Present
Discover Financial Services May 2011 - October 2014
Allstate Financial June 2007 - May 2011
Skills
ALM, Funds Transfer Pricing, Financial Modeling, Financial Analysis, Portfolio Management, Financial Risk, Risk Management, Strategic Financial..., Market Risk, Analytics, Financial Services, Fixed Income, Corporate Finance, Finance, Treasury Management, Financial Planning
Education
University of Kansas 2003 — 2007
Bachelor of Science (BS), Finance
Level III Candidate in the CFA Program
ellen bullinger's Allstate Financial Experience January 2010 - Present
Job insurance adjuster at Allstate Financial
Industry Financial Services
Experience
Allstate Financial January 2010 - Present
Skills
Insurance, Casualty, Claim, Property & Casualty..., Liability, Claims Management, Legal Liability, General Insurance, Commercial Insurance, Liability Analysis, Claims Handling, Accident, Commercial Lines, Underwriting, Litigation Management, Claims Resolution, Workers Compensation, Disability Insurance, Fraud, Professional Liability, Risk Management, Health Insurance, Insurance Law
Education
Towson University
Bachelor of Arts (B.A.), English Language and Literature, General
Allstate Financial January 2010 - Present
Skills
Insurance, Casualty, Claim, Property & Casualty..., Liability, Claims Management, Legal Liability, General Insurance, Commercial Insurance, Liability Analysis, Claims Handling, Accident, Commercial Lines, Underwriting, Litigation Management, Claims Resolution, Workers Compensation, Disability Insurance, Fraud, Professional Liability, Risk Management, Health Insurance, Insurance Law
Education
Towson University
Bachelor of Arts (B.A.), English Language and Literature, General
Gary W Kofron's Allstate Financial Experience Agency ConsultantAllstate InsuranceSeptember 2001 - September 2009
Job Exclusive Agent at Allstate Financial
Industry Insurance
Experience
Allstate Financial Agency ConsultantAllstate InsuranceSeptember 2001 - September 2009
Education
University of Houston 1983 — 1986
Business
Allstate Financial Agency ConsultantAllstate InsuranceSeptember 2001 - September 2009
Education
University of Houston 1983 — 1986
Business
Bill Fioerella's Allstate Financial Experience June 2004 - Present
Job agency principal at Allstate Financial
Industry Financial Services
Experience
Allstate Financial June 2004 - Present
Skills
Fixed Annuities, IRAs, Life Insurance, Retirement Planning, Retirement, Term Life Insurance, Disability Insurance, Long-term Care, Insurance, Series 6, Variable Annuities, Series 63, Universal Life, 401k, Long Term Care Insurance
Education
The University of Akron
Allstate Financial June 2004 - Present
Skills
Fixed Annuities, IRAs, Life Insurance, Retirement Planning, Retirement, Term Life Insurance, Disability Insurance, Long-term Care, Insurance, Series 6, Variable Annuities, Series 63, Universal Life, 401k, Long Term Care Insurance
Education
The University of Akron
Nathaniel Law's Allstate Financial Experience May 2001 - Present
Job Customer Contact Center Manager at Allstate Financial
Industry Financial Services
Experience
Allstate Financial May 2001 - Present
Education
The University of Virginia's College at Wise 1995 — 1999
Bachelor of Science, Business and Public Administration
Allstate Financial May 2001 - Present
Education
The University of Virginia's College at Wise 1995 — 1999
Bachelor of Science, Business and Public Administration
Alma Olague Willis's Allstate Financial Experience July 1997 - Present
Job LIFE AGENT at Allstate Financial
Industry Insurance
Experience
Allstate Financial July 1997 - Present
Skills
Life Insurance, Disability Insurance, Insurance, Fixed Annuities, Term Life Insurance
Education
The University of Texas at El Paso 1976 — 1979
Basics
Allstate Financial July 1997 - Present
Skills
Life Insurance, Disability Insurance, Insurance, Fixed Annuities, Term Life Insurance
Education
The University of Texas at El Paso 1976 — 1979
Basics
Curtis Wofford's Allstate Financial Experience October 1987 - Present
Job Agency Owner at Allstate Financial
Industry Financial Services
Experience
Allstate Financial October 1987 - Present
Education
University of Alabama 1981 — 1984
BS, Public Relations
Allstate Financial October 1987 - Present
Education
University of Alabama 1981 — 1984
BS, Public Relations
Greg Brett's Allstate Financial Experience March 2009 - Present
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial March 2009 - Present
Skills
Series 6, Fixed Annuities, Retirement Planning, Series 63, Wealth Accumulation
Education
University of Southern Mississippi 1987 — 1991
BS, Business Administration and Management, General
Allstate Financial March 2009 - Present
Skills
Series 6, Fixed Annuities, Retirement Planning, Series 63, Wealth Accumulation
Education
University of Southern Mississippi 1987 — 1991
BS, Business Administration and Management, General
THOMAS BRETT's Allstate Financial Experience September 2010 - Present
Job SALES REPRESENTATIVE at Allstate Financial
Industry Financial Services
Experience
Allstate Financial September 2010 - Present
KEYSWTONE FINANCIAL SEVICES September 1991 - November 2001
Education
University of Connecticut 1962 — 2006
B.A., ENGLISH, MATH AND SOCIALSCIENCES
NORTH WESTERN
MASTERS, ESTATE AND TRUST LAW
Allstate Financial September 2010 - Present
KEYSWTONE FINANCIAL SEVICES September 1991 - November 2001
Education
University of Connecticut 1962 — 2006
B.A., ENGLISH, MATH AND SOCIALSCIENCES
NORTH WESTERN
MASTERS, ESTATE AND TRUST LAW
JOHN TRENT's Allstate Financial Experience August 1985 - Present
Job AGENCY OWNER at Allstate Financial
Industry Financial Services
Experience
Allstate Financial August 1985 - Present
Skills
Life Insurance, Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Disability Insurance, IRAs, Sales, Customer Service, Selling, Management, Marketing, Property, Leadership
Education
Trinity Valley Community College
Allstate Financial August 1985 - Present
Skills
Life Insurance, Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Disability Insurance, IRAs, Sales, Customer Service, Selling, Management, Marketing, Property, Leadership
Education
Trinity Valley Community College
william doranski's Allstate Financial Experience October 1977 - Present
Job senior account agent at Allstate Financial
Industry Financial Services
Experience
Allstate Financial October 1977 - Present
Education
The University of Kansas
Allstate Financial October 1977 - Present
Education
The University of Kansas
Armando Alfaro CCCC's Allstate Financial Experience October 2007 - February 2009
Job Financial Counselor at GreenPath Debt Solutions
Industry Financial Services
Experience
GreenPath Debt Solutions July 2014 - Present
Sysco January 2014 - June 2014
TransFirst September 2012 - October 2013
PNC Investments April 2009 - July 2012
Allstate Financial October 2007 - February 2009
JPMorgan Chase July 2006 - October 2007
Skills
Retirement Planning, Wealth Management, Mutual Funds, Series 7, Strategic Financial..., Investments, Retirement, Series 63, Investment Advisory, Portfolio Management, Asset Allocation, Fixed Annuities, Financial Advisory, Banking, Securities
Education
University of Illinois at Chicago 1999 — 2002
Marketing/Management, Business
University of Illinois at Urbana-Champaign
GreenPath Debt Solutions July 2014 - Present
Sysco January 2014 - June 2014
TransFirst September 2012 - October 2013
PNC Investments April 2009 - July 2012
Allstate Financial October 2007 - February 2009
JPMorgan Chase July 2006 - October 2007
Skills
Retirement Planning, Wealth Management, Mutual Funds, Series 7, Strategic Financial..., Investments, Retirement, Series 63, Investment Advisory, Portfolio Management, Asset Allocation, Fixed Annuities, Financial Advisory, Banking, Securities
Education
University of Illinois at Chicago 1999 — 2002
Marketing/Management, Business
University of Illinois at Urbana-Champaign
Armando Rubio's Allstate Financial Experience November 2000 - Present
Job Personal Financial Rep at Allstate Financial
Industry Insurance
Experience
Allstate Insurance November 2000 - Present
Allstate Financial November 2000 - Present
Arizona Army National Guard April 1990 - April 2002
Wells Fargo Bank January 1994 - November 2000
Education
University of Arizona
BA
Allstate Insurance November 2000 - Present
Allstate Financial November 2000 - Present
Arizona Army National Guard April 1990 - April 2002
Wells Fargo Bank January 1994 - November 2000
Education
University of Arizona
BA
Jose Alberto Ruiz Jacome's Allstate Financial Experience October 2002 - Present
Job Senior Analyst at Allstate Financial
Industry Financial Services
Experience
Allstate Financial October 2002 - Present
Education
Universidad Veracruzana 1993 — 1998
Bachelor's Degree, Business Administration and Management, General
Allstate Financial October 2002 - Present
Education
Universidad Veracruzana 1993 — 1998
Bachelor's Degree, Business Administration and Management, General
David LaGuardia's Allstate Financial Experience May 1998 - Present
Job Senior Staff Analyst at Allstate Financial
Industry Financial Services
Experience
Allstate Financial May 1998 - Present
Education
University of Illinois at Chicago
Bachelors of Science, Finance
Allstate Financial May 1998 - Present
Education
University of Illinois at Chicago
Bachelors of Science, Finance
Alisha Culver, FLMI's Allstate Financial Experience January 2014 - June 2014
Job Underwriter at IBU, Inc
Industry Insurance
Experience
IBU, Inc June 2014 - Present
Allstate Financial January 2014 - June 2014
Shelter Insurance Companies May 2013 - January 2014
Shelter Insurance Companies May 2007 - May 2013
Shelter Insurance Companies September 2005 - May 2007
Education
Truman State University 2000 — 2005
Bachelor of Science (BS), Business Administration with a concentration in Finance
IBU, Inc June 2014 - Present
Allstate Financial January 2014 - June 2014
Shelter Insurance Companies May 2013 - January 2014
Shelter Insurance Companies May 2007 - May 2013
Shelter Insurance Companies September 2005 - May 2007
Education
Truman State University 2000 — 2005
Bachelor of Science (BS), Business Administration with a concentration in Finance
Charles Towns's Allstate Financial Experience December 2005 - Present
Job Financial Advisor at Allstate Financial
Industry Financial Services
Experience
Allstate Financial December 2005 - Present
Education
University of Illinois at Chicago 1996 — 1998
MBA, Finance
University of Illinois at Urbana-Champaign 1990 — 1992
bachelor of Art
Allstate Financial December 2005 - Present
Education
University of Illinois at Chicago 1996 — 1998
MBA, Finance
University of Illinois at Urbana-Champaign 1990 — 1992
bachelor of Art
Maxwell Danielson's Allstate Financial Experience
Job Vice President of Commercial Accounts at Allstate Financial
Industry Financial Services
Experience
Allstate Financial
Skills
Fixed Annuities
Education
University of Michigan 1992 — 1994
MBA, Economics
The Johns Hopkins University - Carey Business School
Allstate Financial
Skills
Fixed Annuities
Education
University of Michigan 1992 — 1994
MBA, Economics
The Johns Hopkins University - Carey Business School
Kal Patel, FSA, CFA's Allstate Financial Experience June 2009 - Present
Job Leader Responsible for Developing and Implementing Risk Management Strategies at Allstate Financial
Industry Financial Services
Experience
Allstate Financial June 2009 - Present
Allstate Financial June 2004 - June 2009
Allstate Financial June 2003 - June 2004
Allstate Financial June 2002 - June 2003
Allstate Financial June 2000 - June 2002
Allstate Financial June 1998 - June 2000
Skills
Financial Risk, Risk Management, Risk Analysis, Hedging, Economics, Pricing, Actuarial Science, Insurance, Retirement, Fixed Annuities, Life Insurance, Financial Modeling, Cross-functional Team..., Governance, Equities, Financial Services, Portfolio Management, Retirement Planning, Investments, Financial Reporting, Asset Allocation, Alternative Investments, Investment Strategies, Economic Capital
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor's Degree, Actuarial Science, Cum Laude
Allstate Financial June 2009 - Present
Allstate Financial June 2004 - June 2009
Allstate Financial June 2003 - June 2004
Allstate Financial June 2002 - June 2003
Allstate Financial June 2000 - June 2002
Allstate Financial June 1998 - June 2000
Skills
Financial Risk, Risk Management, Risk Analysis, Hedging, Economics, Pricing, Actuarial Science, Insurance, Retirement, Fixed Annuities, Life Insurance, Financial Modeling, Cross-functional Team..., Governance, Equities, Financial Services, Portfolio Management, Retirement Planning, Investments, Financial Reporting, Asset Allocation, Alternative Investments, Investment Strategies, Economic Capital
Education
University of Illinois at Urbana-Champaign 1994 — 1998
Bachelor's Degree, Actuarial Science, Cum Laude
Dan Endres's Allstate Financial Experience
Job Sr Manager and Actuary at Allstate Financial
Industry Insurance
Experience
Allstate Financial
Skills
Risk Based Capital..., Business Analysis..., Financial Analysis, Chartered Financial...
Education
The University of Chicago Booth School of Business 2005 — 2008
Master of Business Administration (MBA), Finance, Accounting, and Economics, 4.0 GPA
University of Wisconsin-Madison 1988 — 1992
Bachelor of Business Administration (B.B.A.), Acturial Science and Risk Management, 3.7 GPA
Allstate Financial
Skills
Risk Based Capital..., Business Analysis..., Financial Analysis, Chartered Financial...
Education
The University of Chicago Booth School of Business 2005 — 2008
Master of Business Administration (MBA), Finance, Accounting, and Economics, 4.0 GPA
University of Wisconsin-Madison 1988 — 1992
Bachelor of Business Administration (B.B.A.), Acturial Science and Risk Management, 3.7 GPA
allen shepherd's Allstate Financial Experience August 2001 - November 2004
Job Senior Actuarial Associate
Industry Financial Services
Experience
Independent Senior Actuarial AssociateManulife2008 - 2009
Met Life May 2007 - August 2008
Hartford Life December 2004 - August 2005
Allstate Financial August 2001 - November 2004
Skills
MoSes, TAS, Axis, MG-Triton, VB model and programming, SQL and MS Access, Excel, Matlab
Education
Independent Physics Studies 2010 — 2012
Independent Studies, Physics
University of Illinois at Urbana-Champaign 1997 — 2001
Master of Science (M.S.), Mathematics/Actuarial Science
University of Virginia 1992 — 1997
Bachelor of Arts (B.A.), Mathematics
Independent Senior Actuarial AssociateManulife2008 - 2009
Met Life May 2007 - August 2008
Hartford Life December 2004 - August 2005
Allstate Financial August 2001 - November 2004
Skills
MoSes, TAS, Axis, MG-Triton, VB model and programming, SQL and MS Access, Excel, Matlab
Education
Independent Physics Studies 2010 — 2012
Independent Studies, Physics
University of Illinois at Urbana-Champaign 1997 — 2001
Master of Science (M.S.), Mathematics/Actuarial Science
University of Virginia 1992 — 1997
Bachelor of Arts (B.A.), Mathematics
Kenneth Selzer's Allstate Financial Experience May 2002 - July 2002
Job Sales/Management
Industry Marketing and Advertising
Experience
ARC Broward September 2011 - February 2012
ARC Broward 2011 - 2012
Quest Center September 2010 - June 2011
Enterprise Rent-A-Car August 2007 - September 2010
Baudhuin Preschool August 2006 - June 2007
Allstate Financial May 2002 - July 2002
Education
Towson University 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Towson University
Bachelor of Science, Business Administration; Marketing
ARC Broward September 2011 - February 2012
ARC Broward 2011 - 2012
Quest Center September 2010 - June 2011
Enterprise Rent-A-Car August 2007 - September 2010
Baudhuin Preschool August 2006 - June 2007
Allstate Financial May 2002 - July 2002
Education
Towson University 2000 — 2004
Bachelor of Science (B.S.), Business Administration and Management, General
Towson University
Bachelor of Science, Business Administration; Marketing
Itani Mohammed's Allstate Financial Experience September 2007 - Present
Job claims adjuster at Allstate Financial
Industry Financial Services
Experience
Allstate Financial September 2007 - Present
M I Wireless July 2005 - September 2007
Walgreens March 2003 - July 2005
Skills
Insurance, Property & Casualty..., Casualty, Liability, Bodily Injury Adjuster
Education
University of Central Florida
Bachelor's degree, Business Administration and Management, General
Allstate Financial September 2007 - Present
M I Wireless July 2005 - September 2007
Walgreens March 2003 - July 2005
Skills
Insurance, Property & Casualty..., Casualty, Liability, Bodily Injury Adjuster
Education
University of Central Florida
Bachelor's degree, Business Administration and Management, General
John Pavle's Allstate Financial Experience November 2009 - Present
Job Agency Owner at Allstate Financial
Industry Financial Services
Experience
Allstate Financial November 2009 - Present
Skills
Mutual Funds, Long-term Care, Health Insurance, Insurance, IRAs, Commercial Insurance, Retirement Planning, Life Insurance, Fixed Annuities, General Insurance, Property & Casualty..., Underwriting, Casualty, Customer Service, Homeowners, Leadership, Sales, Team Building, Term Life Insurance, Umbrella Insurance
Education
University of Houston
Allstate Financial November 2009 - Present
Skills
Mutual Funds, Long-term Care, Health Insurance, Insurance, IRAs, Commercial Insurance, Retirement Planning, Life Insurance, Fixed Annuities, General Insurance, Property & Casualty..., Underwriting, Casualty, Customer Service, Homeowners, Leadership, Sales, Team Building, Term Life Insurance, Umbrella Insurance
Education
University of Houston