Allstate Financial Services, LLC

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Allstate Financial Services, LLC Employees

Employee
Years
Job
Industry
Xavier Pol, CFS Xavier Pol, CFS Greater Nashville Area Details
Xavier Pol, CFS's Allstate Financial Services, LLC Experience July 2014 - April 2015
Job Associate Financial Adviser at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual  April 2015 - Present
Allstate Financial Services, LLC   July 2014 - April 2015
New England Financial, A MetLife Company  June 2013 - June 2014
Jackson National Life  May 2008 - March 2013

Skills
Series 7, Alternative Investments, Fixed Annuities, Mutual Funds, Insurance, Asset Allocation, Investments, Estate Conservation..., Retirement Funding..., Annuities, Financial Strategies, Wealth Accumulation..., Financial Markets, Business Planning, Wholesaling, Consultative Selling, Retirement, Public Speaking, Separately Managed..., Selling, Business Development, Finance, FINRA, Financial Advisory

Education
Ponce School of Medicine   1996 — 2000

Creighton University   1994 — 1996
Bachelors of Science

Victor Ansay Victor Ansay Skokie, Illinois Details
Victor Ansay's Allstate Financial Services, LLC Experience June 2015 - September 2015
Job Human Capital Intern at Deloitte
Industry Insurance
Experience
Deloitte  September 2015 - Present
Allstate Financial Services, LLC   June 2015 - September 2015
Deloitte  January 2015 - February 2015
DePaul University  September 2014 - December 2014
Ductastic LLC   May 2012 - December 2014
St. Joseph Middle School   April 2012 - May 2014
Sacred Heart School  September 2008 - March 2012

Skills
Microsoft Office, Event Management, Sports, Social Media, Athletics, Fundraising, Leadership, Nonprofits, SPSS, Teamwork, Analysis

Education
DePaul University   2014 — 2016
Master of Science (M.S.), Applied Mathematics, Concentration in Actuarial Science

Loyola University Chicago   2007 — 2012
Bachelor of Science (B.S.), Biophysics

Chris Yorges, MBA Chris Yorges, MBA Eugene, Oregon Details
Chris Yorges, MBA's Allstate Financial Services, LLC Experience May 2011 - Present
Job Leadership Development
Industry Financial Services
Experience
Allstate Financial Services, LLC   May 2011 - Present
Allstate Insurance  May 2011 - June 2015
Northwest Christian University  January 2008 - August 2012

Skills
Investments, Disability Insurance, Long-term Care, Sales Management, Small Business, Fixed Annuities, Retirement Planning, Entrepreneurship, Business Coaching, Motivational Speaking, IRAs, Life Insurance, Customer Acquisition, Term Life Insurance, Building High..., USATF Level One..., Property and Casualty, Cross Country and..., Marketing, Sales, Public Speaking, Social Media, Team Building, Leadership

Education
Northwest Christian University   2004 — 2005
Master of Business Administration (MBA), MBA

Brigham Young University   1987 — 1991
Bachelor of Arts (BA), American Studies

Tabor Barrick Tabor Barrick Flagstaff, Arizona Details
Tabor Barrick's Allstate Financial Services, LLC Experience November 2012 - Present
Job Personal Financial Representative/ I help you plan for and protect your future.
Industry Financial Services
Experience
Allstate Financial Services, LLC   November 2012 - Present

Skills
Sales, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Insurance, Small Business

Education
University of Wyoming   1992 — 1994

Bob Jones University   1988 — 1991

Rockford Baptist Schools

M.Monadel Herzallah M.Monadel Herzallah San Francisco Bay Area Details
M.Monadel Herzallah's Allstate Financial Services, LLC Experience January 1999 - January 2002
Job Vice President at Freedom Equity Group
Industry Professional Training & Coaching
Experience
SEIU  May 2009 - January 2010
CSEA Organizing Institute   September 2004 - April 2009
CSEA statewide organizing institute   September 2004 - April 2009
Northern California  September 2004 - April 2009
SEIU  March 2000 - September 2005
SEIU  March 2001 - September 2004
Northern California  March 2001 - August 2004
Allstate Financial Services LLC  January 1999 - January 2002
Herzallah Agency and Associate   February 1995 - 2000
Morning Fix Cafe   January 1994 - January 1999

Skills
Translation, Arabic, Notary Public, Political Campaigns, Policy Analysis, Politics, Community Outreach, Coalitions, Analysis, Strategy, Training, Nonprofits, Public Speaking, Entrepreneurship, Proposal Writing, Social Media, Leadership, Policy, Event Planning, International..., International Relations, Volunteer Management, Strategic Communications, Fundraising, Workshop Facilitation, Community Development, Marketing Strategy, Persuasive Presentations, Volunteering

Education
Popular Education Certificate, UC Berkeley, Labor Center   2006 — 2009
Training, Public Administration

California State University-Sacramento   1980 — 1984
B.S, Publiv Administration

Brian Kaanehe Brian Kaanehe Greater Los Angeles Area Details
Brian Kaanehe's Allstate Financial Services, LLC Experience June 2014 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   June 2014 - Present
Northwestern Mutual  March 2010 - June 2014

Skills
Fixed Annuities, Disability Insurance, Long-term Care, Retirement, Securities, Small Business, Estate Planning, Insurance, Investments, Long Term Care, Annuity, Wealth Accumulation, Employee Benefits, IRA's, Term Life Insurance, Retirement Income..., Annuities, Insurance Planning, Roth IRA, Whole Life, 401k, Series 63, Wealth Preservation, Health Insurance, Wealth Management, Group Benefits, Series 6

Education
Brigham Young University   1993 — 1995
Economics

Brigham Young University - Idaho   1991 — 1993

Gina Lunsford Gina Lunsford Colorado Springs, Colorado Details
Gina Lunsford's Allstate Financial Services, LLC Experience August 2009 - Present
Job Agent/Owner at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   August 2009 - Present

Skills
Property & Casualty..., Life Insurance

Education
Amarill High School

Amarillo College

Kevin Faulkner Kevin Faulkner Baytown, Texas Details
Kevin Faulkner's Allstate Financial Services, LLC Experience July 2011 - Present
Job Insurance Sales at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   July 2011 - Present
Polunsky   August 2009 - July 2011
Lufkin, Texas   September 2000 - July 2011

Skills
Life Insurance, Insurance, Investments, Retirement, Sales, Disability Insurance, Sales Management, Portfolio Management, Customer Service

Education
Stephen F. Austin State University   1990 — 1994

Angelina College   1989 — 1990

Kent Huntley Kent Huntley Golden, Colorado Details
Kent Huntley's Allstate Financial Services, LLC Experience January 2008 - Present
Job Exclusive Agent/Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   January 2008 - Present
Idaka America, Inc.   September 2004 - December 2007
Toyota Tsusho America  August 1999 - August 2004

Skills
Life Insurance, Retirement Planning, Retirement, Mutual Funds, Insurance, Project Management, SAP, Collaboration, Work Well Independently, Delegation, Disability Insurance, Analysis, Forecasting, Leadership, Fixed Annuities, Strategic Planning

Education
University of Tennessee   2002 — 2003
Master of Business Administration (MBA), Business

Brigham Young University
Bachelor of Arts (BA), Japanese Studies

Patricia Pita Patricia Pita Pompano Beach, Florida Details
Patricia Pita's Allstate Financial Services, LLC Experience March 2004 - Present
Job Senior Claims Adjuster at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   March 2004 - Present
Xavier's Auto Body   October 1993 - December 2003

Skills
Field Auto Tech, Florida Notary, Wellbeing Champion, I-Car Platinum..., Arbitration, Helping Hands Committee..., Customer Service, Management, Insurance, Negotiation, Claim, Casualty, Claims Management, Liability, Strategic Planning, Property & Casualty..., Team Building, Automobile

Education
Queens College   1992 — 1993
Paralegal Certification, Paralegal

City University of New York-Baruch College   1987 — 1992
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services

Zachary Moore, FSCP® Zachary Moore, FSCP® Northbrook, Illinois Details
Zachary Moore, FSCP®'s Allstate Financial Services, LLC Experience August 2014 - Present
Job Allstate Financial Agency Consultant at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC   August 2014 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas   March 2014 - August 2014
The Chicago Lighthouse for People Who Are Blind or Visually Impaired  September 2013 - December 2013
Allstate  October 2012 - August 2013
Allstate  October 2011 - October 2012
Allstate  May 2008 - October 2011

Skills
Insurance, Property, Casualty, Customer Service, Training, Process Improvement, Umbrella Insurance, Coaching, Change Management, Leadership Development, Sales, Microsoft Excel, Outlook, Microsoft Office, Call Centers, Leadership, Strategy, Performance Management, Project Management, Customer Satisfaction, Customer Experience, Direct Sales, Team Building, Customer Retention, Sales Management, Team Leadership, Health Insurance, Marketing, Liability, Life Insurance, General Insurance, Management, Term Life Insurance, Casualty Insurance

Education
Northwestern University   2014 — 2016
Bachelor's degree, Leadership and Organization Behavior

College of DuPage   2011 — 2013
Associate of Arts and Sciences (AAS), Management

The American College
Finance and Financial Management Services

Matt Tuft MBA, CFP® Matt Tuft MBA, CFP® Portland, Oregon Area Details
Matt Tuft MBA, CFP®'s Allstate Financial Services, LLC Experience April 2003 - February 2004
Job External Wholesaler at Lincoln Financial Distributors
Industry Financial Services
Experience
Lincoln Financial Group  April 2008 - Present
State Farm Insurance Company  June 2006 - April 2008
Mutual of America  February 2004 - June 2006
Allstate Financial Services, LLC   April 2003 - February 2004
US Bancorp  November 2000 - April 2003
Merrill Lynch  February 2000 - November 2000
The Meyers Group Research Analyst   June 1999 - February 2000

Skills
Retirement Planning, Life Insurance, Estate Planning, Fixed Annuities, Mutual Funds, Retirement, Investments, Insurance, Financial Advisory, Financial Services, Variable Annuities, Disability Insurance, Banking, Pensions, Sales, Loans, Defined Benefit, Health Insurance, Series 7, 401k, Wealth Accumulation, Wealth Management, Series 63, CFP®, MBA, Underwriting

Education
University of Phoenix   2000 — 2002
MBA, Business

California State University-Chico   1986 — 1999
Bachelor of Science Business Administration, Financial Services

Owen O'Malley Owen O'Malley Temecula, California Details
Owen O'Malley's Allstate Financial Services, LLC Experience August 2015 - Present
Job Field Sales Leader at Allstate
Industry Insurance
Experience
Allstate  October 2015 - Present
Allstate Financial Services, LLC   August 2015 - Present
Allstate Benefits  January 2014 - January 2015
Doctor's Financial Network   May 2009 - December 2013

Skills
Insurance, Life Insurance, Disability Insurance, Customer Service, Underwriting, Term Life Insurance, Voluntary Employee..., Voluntary Products, Accident Insurance, Dental Insurance, Vision Insurance, Cancer Insurance, Critical Illness..., Universal Life Insurance, Group Voluntary Products, Individual Workplace..., Universal Life, Long-term Care, Long Term Care Insurance, Critical Illness, Health Insurance, Sales, Commercial Insurance, Fixed Annuities, Leadership

Education
Boston College   1996 — 2000
Bachelor of Arts, English

Christina Cardenas Christina Cardenas Flint, Michigan Details
Christina Cardenas's Allstate Financial Services, LLC Experience June 2013 - August 2014
Job Administrative Assistant
Industry Higher Education
Experience
Baker College  November 2014 - Present
Genesys Athletic Club  September 2010 - Present
Allstate Financial Services, LLC   June 2013 - August 2014
Unified Staffing, inc   August 2010 - May 2013

Skills
Social Media, Interviews, Administration, Onboarding, New Hire Orientations, Networking, Program Management, Data Entry, Human Resources, Administrative..., Training, Temporary Placement, Databases, Invoicing, Office Management, Administrative..., Customer Service, Sales, Microsoft Excel, PowerPoint, Management, Microsoft Office, Microsoft Word

Education
Baker College of Flint   2005 — 2007
Medical Transcription

Jess W. Hinton, CLU, FLMI Jess W. Hinton, CLU, FLMI Jackson, Mississippi Area Details
Jess W. Hinton, CLU, FLMI's Allstate Financial Services, LLC Experience August 2007 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC   August 2007 - Present
Allstate  April 2007 - Present
Southern Farm Bureau  May 2002 - February 2007

Skills
Insurance, Property, Commercial Insurance, Umbrella Insurance, Homeowners, Customer Service, Team Building, Renters, Leadership, Public Speaking, Property & Casualty..., Workers Compensation, Casualty, Small Business, Term Life Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Whole Life, Liability, Long-term Care, Commercial Lines, Employee Benefits, General Insurance, Flood Insurance, IRAs, Inland Marine, Licensed Property &..., Long Term Care Insurance, Retirement Planning, Sales, Series 6, Series 63, Universal Life, Variable Annuities, Marine Insurance, Property, RV, Health Insurance, Casualty Insurance

Education
The American College   2003 — 2006
CLU Designation, Insurance

Delta State University   1998 — 2000
MBA, Business Management

Delta State University   1994 — 1998
BBA, Insurance and Real Estate

Ragni Coleman Ragni Coleman United States Details
Ragni Coleman's Allstate Financial Services, LLC Experience April 2015 - Present
Job Customer Service Representative at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC   April 2015 - Present
Capital Insurance Group  October 2011 - December 2014
AAA  2000 - 2002
Smith and Associates  1998 - 1999

Skills
Teaching, Social Media, Marketing Strategy, Public Relations, Customer Service, Clerical Work, Event Management, PTO, Management, Claims Investigations, Workers' Compensation..., Public Speaking, Microsoft Word, Strategic Planning, Claim Investigation, Event Planning, Insurance

Education
California State University-East Bay   1991 — 1997
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration

Monterey High   1984 — 1988

Hunter, Curt Hunter, Curt Firth, Nebraska Details
Hunter, Curt's Allstate Financial Services, LLC Experience April 2008 - Present
Job Store Supervisor at SUPER SAVER
Industry Recreational Facilities and Services
Experience
Spikes Beach Bar and Grill   Store SupervisorSUPER SAVERMay 2009 - Present
Allstate Financial Services, LLC   April 2008 - Present

Skills
Sports Marketing, Sports Management, PowerPoint, Customer Service, Public Speaking, Microsoft Excel, Sports, Social Media, Event Planning, Microsoft Word

Education
Cloud County Community College   1990 — 1992
Associate's degree, Business Administration and Management, General

Ayesha Young Ayesha Young Clinton, Maryland Details
Ayesha Young's Allstate Financial Services, LLC Experience August 2002 - Present
Job Office Manager at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   August 2002 - Present

Education
Bowie State University   1998 — 2002
Bachelor of Applied Science (B.A.Sc.), Computer Technology/Computer Systems Technology

Dana Ward, FSCP® Dana Ward, FSCP® Greater Chicago Area Details
Dana Ward, FSCP®'s Allstate Financial Services, LLC Experience May 2014 - Present
Job Agency Process Specialist Allstate Financial
Industry Insurance
Experience
Allstate Financial Services, LLC   May 2014 - Present
Allstate Financial Services, LLC   May 2014 - Present
Allstate  August 2013 - May 2014
Allstate  November 2007 - August 2013
Allstate  March 2006 - November 2007

Skills
Property & Casualty..., Insurance, General Insurance, Commercial Insurance, Life Insurance, Term Life Insurance, Umbrella Insurance, Casualty, Disability Insurance, Underwriting, Liability, Sales, Sales Management, Sales Management..., Corporate Education, Employee Training, Staff Retention, Event Planning, Coaching, Call Centers, Leadership Development, Compliance, Customer Experience, Customer Satisfaction, Customer Service, Customer Engagement, Employee Engagement

Education
College of DuPage
Business Administration and Management, General

Sergio A Chavez Sergio A Chavez Las Vegas, Nevada Details
Sergio A Chavez's Allstate Financial Services, LLC Experience August 1997 - Present
Job Insurance Agent at Chavez Insurance Svc
Industry Financial Services
Experience
Chavez Insurance Svc   September 2012 - Present
Allstate Financial Services, LLC   August 1997 - Present

Skills
Insurance, Claim, Budgets, Fixed Annuities, Life Insurance, Property & Casualty..., Commercial Insurance, Term Life Insurance, Disability Insurance, Retirement, Long-term Care, IRAs, Mutual Funds, Strategic Financial..., Underwriting, Series 63, Investments, Health Insurance, Series 6

Education
University of Phoenix   2007 — 2010
Bachelor of Business Administration (BBA)

College of Southern Nevada   2008 — 2009
Associate's degree, Criminal Justice/Police Science

Janet Alvizo Janet Alvizo Orange, California Details
Janet Alvizo's Allstate Financial Services, LLC Experience August 2012 - Present
Job Managing Agent at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   August 2012 - Present
Allstate Financial Services, LLC   August 2012 - Present

Skills
Process Improvement, Insurance, Financial Services, Customer Service, Call Centers, Banking, Risk Management, Customer Experience, Relationship Management, CRM, Leadership, Customer Satisfaction, Business Analysis, Team Building, Finance, Sales, Sales Management, Vendor Management, Management

Education
Newbridge College-Santa Ana   2009 — 2011
Medical Diagnostics Sonographer

Suzette L. Martin PHR, ACS Suzette L. Martin PHR, ACS Northbrook, Illinois Details
Suzette L. Martin PHR, ACS's Allstate Financial Services, LLC Experience May 2004 - June 2006
Job Unit Manager Allstate Life and Retirement
Industry Insurance
Experience
Allstate Life and Retirement   June 2006 - Present
Allstate Financial Services, LLC   May 2004 - June 2006
First Midwest Bank  August 1990 - December 1996

Skills
Call Centers, Insurance, Life Insurance, Process Improvement, Relationship Management, Time Management, Call Center, Leadership, Management, Employee Benefits, Change Management, Sales Management, Team Leadership, Training, Risk Management, Banking, Customer Service

Education
Columbia College
Bachelor of Business Administration (BBA), Business Administration and Management, General, 3.75

Webster University
Master in Business Administration (MBA), Business Administration and Management

Bruce Elwell Bruce Elwell Raleigh-Durham, North Carolina Area Details
Bruce Elwell's Allstate Financial Services, LLC Experience September 2014 - Present
Job Financial Representative at Allstate
Industry Financial Services
Experience
Allstate Financial Services, LLC   September 2014 - Present
Northwestern Mutual  October 2011 - May 2013
Boy Scouts of America  1998 - 2012

Skills
Insurance, Investments, Asset, Long Term Care, Retirement, Disability Insurance, Wealth Accumulation, Wealth, Funding, Financial Planning, Estate Planning, Employee Benefits, Finance, Long-term Care, Analysis, Microsoft Excel, Life Insurance, Retirement Planning, Strategic Financial..., Long Term Care Insurance, Portfolio Management, Fixed Annuities, Leadership

Education
East Carolina University   1993 — 1996
BSW, Social Work

California State University-Northridge   1987 — 1988
Psychology

Pierce College   1984 — 1987
AA, Psychology

Esther Latham Esther Latham Douglasville, Georgia Details
Esther Latham's Allstate Financial Services, LLC Experience May 2012 - Present
Job Owner at EL Consulting Services, LLC dba Financial Partners Consulting Group
Industry Financial Services
Experience
EL Consulting Services, LLC dba Financial Partners Consulting Group   March 2012 - Present
Allstate Financial Services, LLC   May 2012 - Present
MetLife  April 2006 - March 2012
Chase Financial Services  January 2005 - December 2005

Skills
Individual and business..., Retirement, Insurance, Fixed Annuities, Retirement Planning, Life Insurance, Financial Services, Investments, Finance, Securities, Sales, Employee Benefits, Leadership

Education
Benedictine University   1985 — 1989
Master of Science (M.S.), Management and Organizational Behavior, 3.5

Drake University   1976 — 1980
Bachelor of Arts (B.A.), Economics and Business, 3.0

Jojo Kaina Jojo Kaina Gilbert, Arizona Details
Jojo Kaina's Allstate Financial Services, LLC Experience April 2011 - Present
Job Casualty Claims Adjuster at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   April 2011 - Present

Skills
Risk Management, Insurance, Customer Service

Education
Arizona State University   2004 — 2007
Bachelor of Science (B.S.), Justice Studies

Nickolas Desrosiers Nickolas Desrosiers Canton, Ohio Area Details
Nickolas Desrosiers's Allstate Financial Services, LLC Experience January 2013 - November 2013
Job Financial Reporting Accountant at Panther Premium Logistics
Industry Accounting
Experience
Panther Premium Logistics  January 2015 - Present
Peoples Services, Inc.   November 2013 - January 2015
Allstate Financial Services, LLC   January 2013 - November 2013

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Financial Analysis, Customer Service, Financial Reporting, QuickBooks, Bookkeeping, ITIL Process, Peachtree, Corporate Finance, Account Management, Operations Management, Cross-functional Team..., Finance, Management, Leadership, Cash Flow, Account Reconciliation, Financial Statements, Internal Audit

Education
Kent State University   2009 — 2014
Bachelor of Business Administration (BBA), Accounting

Cleveland State University   2007 — 2009
Electrical and Electronics Engineering

Jacqlyn Oswald Jacqlyn Oswald Lincoln, Nebraska Details
Jacqlyn Oswald's Allstate Financial Services, LLC Experience July 2015 - Present
Job Leadership Development Program at Allstate
Industry Insurance
Experience
Allstate Financial Services, LLC   July 2015 - Present
Allstate  July 2014 - July 2015
American College of Prosthodontists  May 2013 - March 2014
PUBLIC Chicago Hotel - Ian Schrager company   April 2013 - August 2013
PUBLIC Chicago Hotel - Ian Schrager company   September 2012 - February 2013
H&M  June 2011 - December 2012
Hospitality Leadership International Business Seminar   June 2012 - July 2012
PUBLIC Chicago Hotel - Ian Schrager company   March 2012 - April 2012

Skills
Microsoft Office, Customer Service, Social Media, Event Management, Hospitality, Time Management, Event Planning, Human Resources, Hotels, Sales, Microsoft Excel, Leadership, PowerPoint, Microsoft Word

Education
DePaul University   2010 — 2014
Bachelor of Science (BS), Finance and Hospitality Leadership, Specializing in Revenue Management, Senior

Cathleen Hogan Cathleen Hogan Dallas, Texas Details
Cathleen Hogan's Allstate Financial Services, LLC Experience March 2015 - Present
Job Executive Assistant Office Manager at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC   March 2015 - Present
NTA Life  August 2014 - March 2015
Gables Residential  December 2013 - August 2014
Gables Residential  December 2012 - November 2013
Gables Residential  April 2012 - December 2012
Serendipity Wine Imports  August 2009 - March 2010
The Grove Wine Bar and Kitchen   December 2007 - July 2009
Third Base Sports Bar  December 2006 - December 2007

Skills
Food, Wine Tasting, Sales Management, Advertising, Marketing Strategy, Team Building, Sales, Customer Service, Marketing, Event Planning, Web Design, Inventory Management, Retail, Hospitality, Account Management, Social Media, Social Media Marketing, Event Management, Facebook, Wine, Customer Satisfaction, Public Relations, Email Marketing, Budgets, Salesforce.com

Education
Austin Community College   2008 — 2010
Undergrade, Marketing

Nicholas Perez Nicholas Perez Saint Paul, Minnesota Details
Nicholas Perez's Allstate Financial Services, LLC Experience January 2014 - Present
Job Insurance Agent at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   January 2014 - Present
Foundation Financial Group  May 2013 - January 2014
La Bodega  2005 - 2005
La Bodega  2005 - 2005
La Bodega  2005 - 2005
La Bodega  2005 - 2005
Us army  1999 - 2003

Skills
Marketing Strategy, Direct Marketing, Marketing Communications, Community Organizing, Customer Service, Property, Sales, Team Building, Insurance, Life Insurance, Commercial Insurance, Event Planning, Health Insurance, Small Business, Term Life Insurance, Marketing, Management, Social Media, Sales Management, Time Management, Property & Casualty..., General Insurance

Education
Brown College
Computer Science

Bradlee Simoneaux Bradlee Simoneaux Atlanta, Georgia Details
Bradlee Simoneaux's Allstate Financial Services, LLC Experience February 2014 - Present
Job Product Management Senior Associate at Allstate Financial Services, LLC
Industry Human Resources
Experience
Allstate Financial Services, LLC   February 2014 - Present
Mercer  March 2012 - May 2013
Cbeyond  October 2010 - February 2012

Skills
Employee Benefits, Insurance, Account Management, Microsoft Word, Analysis, Process Improvement, Data Analysis, Management, Public Speaking

Education
Birmingham-Southern College   2004 — 2008
Bachelor of Science (B.S.), Business Administration and Management, General

Catholic High School

St. Thomas More

Jeff Callahan Jeff Callahan Tampa/St. Petersburg, Florida Area Details
Jeff Callahan's Allstate Financial Services, LLC Experience February 2009 - August 2015
Job Financial Advisor at LPL Financial / IFP/ Callahan Wealth Management and Insurance Services
Industry Financial Services
Experience
LPL Financial / IFP/ Callahan Wealth Management and Insurance Services   August 2015 - Present
Allstate Financial Services LLC  February 2009 - August 2015
Merrill Lynch  2008 - 2009
Fremont Investment and Loan  2004 - 2007

Skills
Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Disability Insurance, Mortgage Lending, Cold Calling, Residential Mortgages, Financial Modeling, Sales, Investments, Finance

Education
California State University-Sacramento   1993 — 1996
BS, Exercise Science / Kinesiology

Cosumnes River College   1989 — 1991

John Maxey John Maxey Hampton, Virginia Details
John Maxey's Allstate Financial Services, LLC Experience February 2013 - Present
Job Exclusive Financial Specialist at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   February 2013 - Present
Edward Jones Imvestments   June 2008 - October 2011

Education
The College of William and Mary   1995 — 1997
MBA, Finance

Christopher Newport University   1985 — 1992
BSBA Management, Finance

The Apprentice School   1987 — 1991
Advance Apprenticeship, Sheetmetal Worker

Ariel Cortez Ariel Cortez Long Beach, California Details
Ariel Cortez's Allstate Financial Services, LLC Experience March 2013 - July 2015
Job Administrative Assistant at Spencer Reed Group, LLC
Industry Marketing and Advertising
Experience
Spencer Reed Group, LLC  August 2015 - Present
Allstate Financial Services, LLC   March 2013 - July 2015
American Marketing Association  September 2014 - May 2015
California State University, Long Beach  January 2014 - May 2014

Skills
Marketing Communications, Written & Verbal..., Time Management, Employee Training, Non-profit Volunteer, Teamwork, Leadership, Organizational Behavior, Organization, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Spreadsheets, Spanish-speaking, English, Reading, Appointment Scheduling, Meeting Planning, Event Planning, Management, Spanish

Education
California State University-Long Beach   2010 — 2015
Bachelor’s Degree, Business Administration - Marketing

Dan Quinlan Dan Quinlan West Hartford, Connecticut Details
Dan Quinlan's Allstate Financial Services, LLC Experience September 2013 - Present
Job Scottrade Securities
Industry Financial Services
Experience
Allstate Financial Services, LLC   September 2013 - Present
Mutual of America  May 2009 - Present
Hartford  June 2006 - January 2009

Skills
401k, Series 6, Defined Benefit, Annuities, Retirement, Series 7, Defined Contribution...

Education
American University
Masters Degree

Northeastern University
B.S.

Frank Carollo Frank Carollo Boise, Idaho Area Details
Frank Carollo's Allstate Financial Services, LLC Experience April 2015 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   April 2015 - Present
Ameriprise Financial Services, Inc. - AGP Wealth Advisors   March 2015 - March 2015
Ameriprise Financial Services, Inc. - AGP Wealth Advisors   January 2012 - February 2015
Ameriprise Financial Services, Inc.   September 1993 - December 2011
Consolidated Financial Services, Inc.   October 1983 - August 1993

Education
Brigham Young University   1977 — 1980
BS, Finance

Ricks College   1973 — 1973

Jason Stamper Jason Stamper Charlotte, North Carolina Area Details
Jason Stamper's Allstate Financial Services, LLC Experience August 2014 - Present
Job The bitterness of poor quality remains long after the sweetness of low price is forgotten. Benjamin Franklin
Industry Financial Services
Experience
Allstate Financial Services, LLC   August 2014 - Present
Fort Mill Hyundai  July 2013 - July 2014
AAA Carolinas  November 2012 - July 2013
Bob Mayberry Hyundai   June 2012 - November 2012
Parts-Trader.com   April 2011 - May 2012
TBC Retail Group   August 2008 - April 2011
2008 Project:Auto Salon LLC   September 2004 - September 2008
Shapiro & Ingle  January 2004 - September 2004
2003- 2004 National Tire and Battery   September 2002 - December 2003
Teph Seal  January 2001 - August 2002

Skills
Customer Relations, Customer Service, Inventory Management, Sales, Retail, Sales Operations, Profit, Customer Retention, Management, Sales Management, Customer Satisfaction, New Business Development, Automotive, Pricing, Inventory Control, Automotive Aftermarket, Marketing, Online Marketing, Motorsports, E-commerce, Automobile, Leadership, CRM

Education
Northwest High School (CMS Magnet School)   1997 — 2001
High School Diploma, Business / Theater

Central Piedmont Community College   2001 — 2003
n.a, Business Admin. / Auto Engineering

2011 Dale Carnegie   2011 — 2011
How to Win Friends & Influence People & Interpersonal Development

Connecticut School of Broadcasting
Radio and Television Broadcasting

Andre' Campbell Andre' Campbell Miami/Fort Lauderdale Area Details
Andre' Campbell's Allstate Financial Services, LLC Experience September 2014 - January 2015
Job Agency Owner at Brightway Insurance
Industry Financial Services
Experience
Agency Owner, Brightway Insurance   January 2015 - Present
Allstate Financial Services, LLC   September 2014 - January 2015
Merrill Edge  October 2011 - October 2013

Skills
Series 7, Uniform Combined State..., Wealth Management, Financial Planning, Financial Analysis, Accounting, Fixed Annuities, Investment Advisory, Series 66, Philanthropy, Life Insurance, Variable Annuities, Futures, Wrap Accounts, Commodity Markets

Education
Boston University   2012 — 2013
Financial Planning Certificate

Liberty University   2007 — 2009
Master of Divinity, Theology

Luther Rice University   2004 — 2007
Master of Arts, Leadership

Florida State University   1998 — 2002
Bachelor, Multi-National Business Operations.

Liliana Zapata Liliana Zapata Greater New York City Area Details
Liliana Zapata's Allstate Financial Services, LLC Experience September 2003 - October 2010
Job Photo, Motion + Event Production Specialist
Industry Media Production
Experience
Freelance  August 2014 - Present
ADM Productions  August 2013 - August 2014
Techne Multimedia   June 2012 - May 2014
Mark Seliger Photography  March 2013 - August 2013
REI  October 2011 - March 2013
Hunter College  September 2008 - March 2013
Allstate Financial Services, LLC   September 2003 - October 2010

Skills
Video Editing, Editing, Film Production, Social Media, Video Production, Screenwriting, Editorial, Facebook, Blogging, Creative Writing, Research, Post Production, Writing, News Writing, Pre-production, Office Administration, Administrative..., Production Assistance, Travel Arrangements, Call Sheets, Production Coordination, Technical Assistance, Contract Negotiation, Budgets, Budget Monitoring, Budget Management, Strategic Hiring, Hiring Crew, Trend Research, Market Research, Design Research, Sourcing, Location Scouting, Location Management, Permit Applications, Permit Compliance, Photography, Photo Shoot Production, Editorial Photography, Experiential Events, Microsoft Office, Photoshop, Film

Education
Hunter College
Bachelor's degree, English Language and Literature/Letters

Timothy Rocco Harlow Timothy Rocco Harlow Myrtle Beach, South Carolina Area Details
Timothy Rocco Harlow's Allstate Financial Services, LLC Experience 2013 - December 2014
Job Nutrition/ Wellness Coach, personal development
Industry Health, Wellness and Fitness
Experience
Isagenix  September 2013 - Present
Allstate Financial Services, LLC   2013 - December 2014
Isagenix  2014 - 2014
Isagenix  2014 - 2014
Isagenix  2014 - 2014
Aflac  2011 - 2013

Skills
Shaking hands and..., Sales, Insurance, Investments, Employee Benefits, Life Insurance, Marketing, Disability Insurance, Social Networking, Term Life Insurance, Leadership, Customer Service, Marketing Strategy, Business Development

Education
Appalachian State University   1992 — 1994

Fishburne Military Academy   1990 — 1992
Navy/Marine Corps JROTC/ROTC / College Prep

Roanoke Rapids High School   1988 — 1990
9th-10th

Dinah Frese Dinah Frese Northbrook, Illinois Details
Dinah Frese's Allstate Financial Services, LLC Experience February 2012 - Present
Job Case Coordinator at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   February 2012 - Present
Allstate  October 1996 - January 2012

Skills
Insurance, Underwriting, Customer Service, Compliance, Office Administration

Education
College of Lake County   2007 — 2009
Bachelor of Arts

R. Dallas Brewer III, ChFC R. Dallas Brewer III, ChFC Mount Pleasant, South Carolina Details
R. Dallas Brewer III, ChFC's Allstate Financial Services, LLC Experience June 2013 - February 2014
Job Registered Representative at Levy Financial Group
Industry Financial Services
Experience
Levy Financial Group   February 2014 - Present
Allstate Financial Services, LLC   June 2013 - February 2014
MetLife  June 2010 - June 2013
John Hancock Financial Network  October 2006 - June 2010

Skills
Financial Services, Insurance, Disability Insurance, Long-term Care, 401k Rollovers, Risk Management, Variable Annuities, Traditional IRA, Equity Indexed Annuities, Guaranteed Lifetime..., Permanent Life Insurance, Buy-Sell, Protection..., Financial Analysis, Retirement, College Savings Plans, Wealth Accumulation, Financial Advisory, Sales, Series 63, Wealth Management, IRAs, Pensions, Investments

Education
The American College   2008 — 2012
ChFC, Chartered Financial Consultant

Clemson University   2002 — 2006
Bachelor of Science, Accounting, Cum Laude

Paul Mutch Paul Mutch Portland, Oregon Area Details
Paul Mutch's Allstate Financial Services, LLC Experience January 2006 - March 2014
Job Financial Advisor & Insurance Representative
Industry Financial Services
Experience
Allstate Financial Services, LLC   January 2006 - March 2014
Paul Mutch Music   January 1977 - February 2014
Self Employed/Independent Broker Dealers   October 1997 - June 2000
Morgan Stanley  April 1993 - October 1997

Skills
Insurance, Life Insurance, Asset Management, Series 63, Portfolio Management, Fixed Annuities, Retirement, Series 7, Mutual Funds, Retirement Planning, Sales, Building Relationships, Strategic Financial..., Portfolio Performance..., New Business Development, Management, Consultative Sales..., Financial Instruments, Prospecting Skills, Cross Selling, Market Analysis, Investor Relations, Securities, Finance, Employee Benefits, Investments, Business Retirement..., Series 6 & 63, Life &..., Exceptional Communicator, Financial Services, Public Speaking

Education
Central Washington University   1978 — 1981
Music Education/Performance

Marylhurst/Portland CC   1991 — 1992
Marketing and Business

University of Oregon   2014 — 2015
Social Sciences w/Business emphasis

Steve Folgate Steve Folgate Indianapolis, Indiana Area Details
Steve Folgate's Allstate Financial Services, LLC Experience November 1982 - Present
Job Owner at Folgate Agency Inc.
Industry Financial Services
Experience
Allstate Financial Services, LLC   November 1982 - Present
Southwestern Company  May 1977 - August 1981

Skills
Insurance, Fixed Annuities, Disability Insurance, IRAs, Term Life Insurance, Life Insurance, Long-term Care, Retirement, Universal Life, Retirement Planning, Health Insurance, Employee Benefits, Property & Casualty..., Whole Life, Small Business, Commercial Insurance, Umbrella Insurance, Long Term Care Insurance, Mutual Funds, Estate Planning, 401k, Renters, Financial Planners, Homeowners, Casualty, Claim, General Insurance, Legal Liability, Liability, Underwriting, Brokers, Workers Compensation, Marine Insurance, Motorcycle, Critical Illness, Accident

Education
College for Financial Planning   2007 — 2007
Master's Degree, CRPC - Chartered Retirement Planning Counselor

Ball State University - College of Business   1977 — 1981
BS, Marketing

Marion High School   1972 — 1976

Carl Tackett Carl Tackett Greater Nashville Area Details
Carl Tackett's Allstate Financial Services, LLC Experience January 2014 - Present
Job Results oriented Senior Executive with experience in leading leaders and organizational change.
Industry Financial Services
Experience
Allstate Financial Services, LLC   January 2014 - Present
Allstate Financial  May 2013 - December 2013
Allstate Financial  January 2005 - June 2013
Allstate Financial  2001 - 2004
Allstate  1999 - 2001
Allstate  1995 - 1999
AXA Equitable  1992 - 1995
L'Express Airlines   1988 - 1992

Skills
Property & Casualty..., Insurance, Fixed Annuities, Income Protection, Long-term Care, Series 6, Health Insurance, Disability Insurance, Term Life Insurance, Life Insurance, Series 24, Series 66, Series 51, Series 62, Series 63, Long Term Care Insurance, Estate Planning, Business Continuity..., Small Business..., Retirement Planning, Retirement, IRAs, Variable Annuities, Whole Life, Universal Life, Mutual Funds, Financial Planners, Homeowners, Critical Illness, Umbrella Insurance, FINRA, Wealth Management, 401k, Wealth Accumulation, Liability, Legal Liability, Strategic Financial..., General Insurance, Underwriting, Investments, Uniform Combined State..., Finance, Permanent Life Insurance, Series 7, Roth IRA, Accident, Securities, Financial Services, Employee Benefits, Commercial Insurance

Education
United States Military Academy at West Point
Organizational Leadership

Yale University - Yale School of Management
Educational Leadership and Administration, General

College for Financial Planning
Certified Retirement Planning Counselor

Vanderbilt University - Owen Graduate School of Management
Executive Leadership

Lisa Bocrie Johnson Lisa Bocrie Johnson Yorktown, Virginia Details
Lisa Bocrie Johnson's Allstate Financial Services, LLC Experience December 2009 - Present
Job President, Bocrie Johnson Insurance Agency
Industry Insurance
Experience
Bocrie Johnson insurance agency   December 2014 - Present
Allstate Financial Services, LLC   December 2009 - Present
Numismatic Guaranty Corporation, Sarasota, FL   May 2007 - December 2009

Skills
Insurance, Operations Management, Customer Service, Management, Employee Benefits, Sales, Training, Employee Relations, Employee Training, Human Resources, Outlook, Marketing, Teamwork, Onboarding, Commercial Insurance, General Insurance, Life Insurance, Property

Education
Christopher Newport University

Ferguson High School

Jesse Hawkins Jesse Hawkins Stanhope, New Jersey Details
Jesse Hawkins's Allstate Financial Services, LLC Experience February 2014 - Present
Job Licensed Sales Producer at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   February 2014 - Present
Pelican Sports Center   March 2010 - February 2014

Skills
Microsoft Office, Microsoft Word, Customer Service, Leadership, Social Networking, Time Management, Sales, Marketing, Insurance, PowerPoint, Facebook, Public Speaking, Event Planning

Education
County College of Morris   2009 — 2014
Associate's degree, Business Administration and Management, General

Morris Knolls High School   2005 — 2009
High School Diploma, General Education

Stephanie Yaun Vokral, CFP®, AIF® Stephanie Yaun Vokral, CFP®, AIF® Columbia, South Carolina Area Details
Stephanie Yaun Vokral, CFP®, AIF®'s Allstate Financial Services, LLC Experience November 2005 - January 2007
Job Wealth Advisor at Critical Transitions Wealth Advisors | Working with Women In Transition
Industry Financial Services
Experience
Critical Transitions Wealth Advisors   January 2015 - Present
Boan Financial Group   August 2012 - January 2015
LPL Financial  2012 - 2014
LPL Financial  2012 - 2014
Wachovia Securities, Wells Fargo Advisors, LLC   April 2008 - August 2012
WHM Capital Advisors, LLC   February 2007 - March 2008
Allstate Financial Services LLC  November 2005 - January 2007
Robinson Humphrey, a predecessor firm of Morgan Stanley Smith Barney   June 1998 - November 2005

Skills
LPL Financial, Investment Advisor, Retirement Planning, Women Business Owners, Business Issues, Female Retirement..., Wealth Advisor, Financial Advisor, Strategic Financial..., Investment and Planning..., Investment Management, Endowments, Estate Planning, Foundations, Personalized Investment..., Company Retirement Plans, South Carolina, Portfolio Management, Taxes, Education

Education
Presbyterian College   1989 — 1992
BS, Psychology

Chapin High School

Columbia International University
Graduate Work

Chang, Judy Chang, Judy Greater New York City Area Details
Chang, Judy's Allstate Financial Services, LLC Experience November 2013 - Present
Job allstate/Weichert Agent
Industry Financial Services
Experience
Allstate Financial Services, LLC   November 2013 - Present
Weichert, Realtors  May 2014 - Present
Blu Kanvas   January 2011 - October 2013

Skills
Property & Casualty..., National Association of..., Life Insurance, Health Insurance

Education
Art Center College of Design
Bachelor of Fine Arts (BFA), Art History, Criticism and Conservation

Rutgers University-New Brunswick

Naifa Omary Naifa Omary Mclean, Virginia Details
Naifa Omary's Allstate Financial Services, LLC Experience September 1992 - Present
Job Insurance Agent at Allstate
Industry Financial Services
Experience
Allstate Financial Services, LLC   September 1992 - Present
Allstate Financial Services, LLC   September 1992 - Present
Allstate  September 1992 - Present
Alltate Insurance Comapany   September 1992 - Present

Skills
Fixed Annuities, Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Retirement Planning, Retirement, Long-term Care, IRAs, Long Term Care Insurance, Property & Casualty..., Whole Life, Mutual Funds, Health Insurance, Series 6

Education
Aquinas College
Business Administration and Management, General and Spanish

Lannie Bactat Lannie Bactat Greater Chicago Area Details
Lannie Bactat's Allstate Financial Services, LLC Experience November 2008 - Present
Job Staff Document Specialist at Allstate
Industry Insurance
Experience
Allstate Financial Services, LLC   November 2008 - Present
Allstate Financial Services, LLC   February 2007 - November 2008
Allstate Financial Services, LLC   May 2003 - February 2007
Zurich North America  February 2003 - August 2003
American Express  November 1999 - February 2003
BNY Mellon  June 1995 - November 1999

Skills
Outlook, Windows, Insurance, Customer Service, SDLC, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Business Analysis

Education
DeVry University   1998 — 1999
Liberal Arts, Information Technology

City Colleges of Chicago-Wilbur Wright College   1997 — 1998

Steven Fikes Steven Fikes Northport, Alabama Details
Steven Fikes's Allstate Financial Services, LLC Experience July 2014 - August 2015
Job Agent at Powell Fikes Allstate
Industry Financial Services
Experience
Powell Fikes Allstate Agency   September 2015 - Present
Allstate Financial Services, LLC   July 2014 - August 2015
AIG Financial Network  February 2012 - July 2014
RadiciSpandex   August 1998 - January 2012

Skills
Financial Projection, Disability Insurance, Fixed Annuities, Term Life Insurance, Whole Life, Life Insurance, Universal Life, Retirement Planning, Long-term Care, Employee Benefits, Retirement, Critical Illness, Mutual Funds, IRAs, Variable Annuities, Series 6, Investments, 401k, Series 63, Group Insurance, Health Insurance

Education
Colorado Technical University-Online   2009 — 2011
Associate of Science (A.S.), Business Administration and Management, General

Tuscaloosa County High   1993 — 1995
Adanced Diploma

Bernard Vincent (Ben) Tomaino, LUTCF Bernard Vincent (Ben) Tomaino, LUTCF Greater New York City Area Details
Bernard Vincent (Ben) Tomaino, LUTCF's Allstate Financial Services, LLC Experience January 2015 - Present
Job Financial Services Education Consultant
Industry Financial Services
Experience
Allstate Financial Services, LLC   January 2015 - Present
Allstate Financial Services  March 2014 - December 2014
Allstate Financial Services  May 2009 - 2014
BNI  January 2010 - December 2010
NAIFA  1981 - 2010
MetLife  August 2005 - February 2007
MetLife  August 2003 - August 2005
New York Life  May 2001 - August 2003
Prudential Insurance  February 1980 - December 2000
Prudential Financial  1980 - 2000

Skills
Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Retirement, IRAs, Retirement Planning, Strategic Financial..., Health Insurance, Financial Services, Mutual Funds, Employee Benefits, Recruiting, Long Term Care Insurance, Property & Casualty..., Series 6, Whole Life, Commercial Insurance, Investments, Series 7, Series 63, Universal Life, 401k, Estate Planning, Variable Annuities, 401k Rollovers, Wealth Accumulation, Roth IRA

Education
City University of New York-Herbert H. Lehman College   1975 — 1977
MS, Education

Iona College   1970 — 1974
BA, Sociology

Cardinal Spellman High School   1966 — 1970
High School, General

Miranda Tharp Miranda Tharp Lincoln, Nebraska Area Details
Miranda Tharp's Allstate Financial Services, LLC Experience June 2007 - April 2009
Job I love helping people reach their potential
Industry Higher Education
Experience
State Farm  August 2015 - Present
Interim HealthCare  May 2015 - May 2015
Home  September 2014 - May 2015
Innovative Laser Institute   May 2014 - September 2014
Ellie Mae  June 2013 - December 2013
Mortech, a Zillow business  April 2012 - May 2013
Dell  October 2011 - February 2012
Nelnet Business Solutions  December 2009 - March 2011
Allstate Financial Services, LLC   June 2007 - April 2009

Skills
Social Media, PowerPoint, Microsoft Office, Customer Service, Research, Public Speaking, Outlook, Social Media Marketing, Marketing, Microsoft Excel, Data Analysis, Strategic Planning, Project Management, Microsoft Word, Mortgage Lending, Team Building, Call Centers, Sales, Process Improvement, Credit, Banking, Software Documentation, Leadership, Training, Budgets, Finance, Salesforce.com, Risk Management, Mortgage Banking, Loans, Access, Customer Satisfaction, Insurance, Data Entry, Time Management, Consumer Lending, Real Estate

Education
College of Hair Design   2002 — 2004
State barbering license, Cosmetology, Barber/Styling, and Nail Instructor

Northeast high school   1998 — 2002
Diploma, High School/Secondary Diplomas and Certificates

Tom Barile Tom Barile Greater New York City Area Details
Tom Barile's Allstate Financial Services, LLC Experience July 2010 - Present
Job Regional Vice President Wholesaling Division Allstate Financial
Industry Financial Services
Experience
Allstate Financial Services, LLC   July 2010 - Present
United States Coast Guard Academy  January 2001 - Present
The National Collegiate Boxing Association   April 2007 - Present
ING  March 2009 - July 2010
Integrity Life Insurance Company  November 2004 - January 2009
Prudential / American Skandia   January 2001 - July 2004

Skills
Account Management, Marketing Strategy, Sales, Mutual Funds, Retirement, Selling, Sales Operations, Fixed Annuities, Coaching, Investments, Training, Negotiation, Alternative Investments, Life Insurance

Education
Central Connecticut State University   1988 — 1992
Economics

Central Connecticut State University   1987 — 1992
Economics

Rob Wilson, LUTCF Rob Wilson, LUTCF Phoenix, Arizona Area Details
Rob Wilson, LUTCF's Allstate Financial Services, LLC Experience January 2000 - Present
Job Field Sales Leader at Allstate
Industry Insurance
Experience
Allstate Financial Services, LLC   January 2000 - Present
Allstate Insurance Company  1990 - Present
Allstate  1989 - Present

Skills
Insurance, Property & Casualty..., Leadership, Commercial Insurance, Health Insurance, Sales, Life Insurance, Term Life Insurance, Sales Management, Recruiting, Fixed Annuities, Casualty, Agents, Variable Annuities, Variable Life, Mutual Funds

Education
Arizona State University   1973 — 1977
BS, Business

Chris Gaddis, MBA Chris Gaddis, MBA Rock Hill, South Carolina Details
Chris Gaddis, MBA's Allstate Financial Services, LLC Experience June 2012 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   June 2012 - Present
NBDC Financial Services   September 2008 - December 2012
Money Train on WIOX 91.3 FM   October 2010 - April 2012
Ameriprise Financial Services, Inc.   June 2002 - September 2008
UBS  January 2006 - February 2006

Skills
Investments, Small Business, Financial Services, Retirement, Finance, Personal Finance, Wealth, Series 7, Fixed Annuities, Mutual Funds, IRAs, High Net Worth..., Start-ups, Portfolio Management, Management, Wealth Accumulation, Investment Strategies, 401k, Asset Allocation, Series 63, Insurance, Asset Management, Life Insurance, Securities, Alternative Investments, Risk Management, Disability Insurance, Building Business..., Program Management, Long-term Care, Uniform Combined State..., Investment Management, 401k Rollovers, Pensions, ETFs, Roth IRA, Bank Investment Programs

Education
State University of New York Empire State College   2007 — 2010
MBA, Business Administration

Keuka College   2004 — 2006
Bachelors, Management with Concentration in Entrepreneurship

Alfred State College - SUNY College of Technology   2002 — 2004
Associates, Banking and Financial Services

Stamford Central School   1999 — 2002

Garland Ralston Garland Ralston Greater Chicago Area Details
Garland Ralston's Allstate Financial Services, LLC Experience April 2012 - October 2013
Job American Family Insurance Agency Specialist
Industry Financial Services
Experience
American Family Insurance  January 2014 - Present
COUNTRY Financial  July 2010 - Present
Combined Insurance  October 2013 - December 2013
Allstate Financial Services, LLC   April 2012 - October 2013
The Ralston Group   January 2010 - August 2010
MetLife  July 2004 - October 2009
Aon  1975 - 2000

Skills
Sales Management, Commercial Insurance, Health Insurance, Insurance Planning, Sales Skills Training, Leadership Development, Educational Leadership, Teaching Skills, Series 6, Series 63, Property & Casualty..., Retirement, Insurance, Teaching, Fixed Annuities, IRAs, Selling Skills, Long-term Care, Disability Insurance, Life Insurance, Training, Sales, Financial Planners, Long Term Care Insurance, Whole Life, Universal Life, Term Life Insurance, Roth IRA

Education
Illinois State Board of Education   2000 — 2000
Teaching Certificate Type 09 (Secondary)

California State University-Long Beach   1968 — 1974
BA, Politcal Science

Golden West College   1966 — 1968
A.A., Political Science

Kalani College Prep   1965 — 1966
High School Diploma

Natasha Plumlee Natasha Plumlee Tampa/St. Petersburg, Florida Area Details
Natasha Plumlee's Allstate Financial Services, LLC Experience July 2014 - August 2015
Job Financial Advisor at Metlife Premier Client Group
Industry Financial Services
Experience
Metlife Premier Client Group  August 2015 - Present
Allstate Financial Services, LLC   July 2014 - August 2015
JPMorgan Chase  July 2013 - June 2014
JPMorgan Chase  May 2012 - June 2013
J.P. Morgan Chase   January 2011 - May 2012
Scottrade  May 2010 - May 2011

Skills
Banking, Loans, Series 63, Series 7, Credit, Securities, Financial Services, Mutual Funds, Wealth Management

Education
Butler University
Finance Degree, Finance

Michele Rohde Michele Rohde Inez, Texas Details
Michele Rohde's Allstate Financial Services, LLC Experience June 2000 - June 2003
Job Transformational Success & Wealth Coach
Industry Professional Training & Coaching
Experience
Michele Rohde International/Owner   December 2014 - Present
Rohde Financial Group, a financial advisory practice of Ameriprise Financial Services, Inc.   June 2013 - Present
Edward Jones  July 2006 - June 2013
Farmers Insurance  July 2003 - July 2006
Allstate Financial Services, LLC   June 2000 - June 2003

Skills
Coaching, Business, Professional Services, Goal setting, Motivational coaching, Business Strategy, Business Transformation, Action Plan Creation, Achieving Measurable..., Customer Service, Event Planning, Leadership, Management, Marketing, Microsoft Office, Public Relations, Public Speaking, Social Media Marketing, Strategic Planning, Team Building

Education
Holistic MBA   2015 — 2015
Transformational Coaching Method (TCM) Certified

College for Financial Planning   2010 — 2010
AAMS

University of Houston-Victoria   2002 — 2006
Bachelor of Business Administration (BBA), Business Administration and Management, General

Stroman High School   1995 — 1999
Graduated Summa Cum Laude/ # 7 in class

Rachel Rivero Rachel Rivero West Palm Beach, Florida Area Details
Rachel Rivero's Allstate Financial Services, LLC Experience January 2013 - Present
Job Customer Service Agent at Tom Neumann Allstate Agency
Industry Financial Services
Experience
Allstate Financial Services, LLC   January 2013 - Present
Staples  September 2009 - February 2014

Skills
Call Centers, Insurance, Customer Service, Financial Services, Life Insurance, Customer Experience, Customer Satisfaction, Investments, Sales, Retail

Education
Medvance Institute-West Palm   2008 — 2009

Steven Orlowski, CFP® Steven Orlowski, CFP® Linwood, New Jersey Details
Steven Orlowski, CFP®'s Allstate Financial Services, LLC Experience 2013 - 2014
Job Certified Financial Planner at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group  February 2014 - Present
Orlowski & Co.   2008 - Present
Allstate Financial Services, LLC   2013 - 2014
HSBC  2011 - 2012
New York Life Insurance Company  2009 - 2011
Orlowski Financial Counsel, LLC   2008 - 2010
Fidelity Investments  1999 - 2008
Quick & Reilly  1997 - 1998

Skills
Retirement Planning, Investments, Estate Planning, Risk Management, Managed Funds, Wealth Management, Series 7, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Investment Strategies, Fixed Annuities, Securities, Financial Markets, Equity Research, Trading, Fixed Income, Financial Services, Bonds, Finance, Asset Management, Alternative Investments, ETFs, Equities, Emerging Markets, Valuation, Hedge Funds, Investment Management, Retirement, Strategic Financial..., Capital Markets, Series 63, Options, Bloomberg, Financial Advisory, FINRA, Equity Trading, Wealth, 401k, IRAs, Stocks, Wealth Management..., Investor Relations, Certified Financial..., Derivatives, Personal Finance, Financial Planners, Relationship Management, Life Insurance

Education
Stockton University   1989 — 1991
Bachelor of Science, Finance

County College of Morris   1987 — 1989
Associate of Science (A.S.), Business Administration and Management, General

Margarita Crespo Parker Margarita Crespo Parker Greater New York City Area Details
Margarita Crespo Parker's Allstate Financial Services, LLC Experience July 1996 - August 2000
Job Experienced in Human Resources, Recruiting, Labor Relations, Conflict Management
Industry Human Resources
Experience
Target  August 2000 - April 2012
Allstate Financial Services, LLC   July 1996 - August 2000

Skills
Small Business, New Business Development, Marketing Strategy, Customer Service, Strategic Planning, Team Building, Marketing, Business Strategy, Negotiation, Sales, Human Resources

Education
Ashworth University   2008 — 2012
Bachelor's Degree, Business Administration and Management, General

University of Phoenix   2006 — 2008
Business Administration and Human Resource Management

Frank Ashley Frank Ashley Monterey, California Details
Frank Ashley's Allstate Financial Services, LLC Experience December 2014 - Present
Job Branch Manager at Allstate Financial Services, LLC
Industry Financial Services
Experience
CARMEL INTERNATIONAL FILM FESTIVAL   September 2015 - Present
Allstate Financial Services, LLC   December 2014 - Present
968 Park Hotel   February 2012 - April 2012
Skippers Bay Lobster Company   April 2007 - May 2010

Skills
Operations Management, Microsoft Office, Financial Analysis, Client Coverage, Microsoft Excel, Microsoft Word, Phone Etiquette, Business Ethics, PowerPoint, Computer Maintenance, Strategic Communications, Corporate Social..., Endorsements, Quote Preparation, Policy Analysis, Business Writing, Data Analysis, Competitive Strategies, Educational Leadership

Education
California State University, Monterey Bay   2014 — 2015
Bachelor of Science (BS), Business Administration, Management and Operations, Senior

Mike Russ Financial Training Centers   2014 — 2015
Property and Casualty License

Lake Tahoe Community College   2011 — 2013
Associate of Science (A.S.), Business Administration, Management and Operations

York High School   2005 — 2009

Rick Granger Rick Granger Delta, Colorado Details
Rick Granger's Allstate Financial Services, LLC Experience November 2012 - December 2014
Job Agent with 360 Insurance Company
Industry Insurance
Experience
Genesis PURE  March 2015 - Present
360 Insurance Company   January 2015 - Present
Allstate Financial Services, LLC   November 2012 - December 2014
Rick Granger Allstate Agency   November 2012 - December 2014
Bowie Recources LLC   February 2004 - September 2012
Bolinger & Queen Inc   February 1996 - February 2004

Skills
Retirement Planning, Fixed Annuities, Insurance, Investments, Life Insurance, Retirement, Strategic Financial..., Term Life Insurance, Mutual Funds, Disability Insurance, Long-term Care, Estate Planning, Long Term Care Insurance, 401k, IRAs, Customer Service, Sales, Small Business, Team Building, Strategic Planning

Education
San Juan Basin Technical College   1999 — 2000
Agricultural Business and Management

Anica Ferkinhoff Anica Ferkinhoff Cincinnati Area Details
Anica Ferkinhoff's Allstate Financial Services, LLC Experience May 2013 - September 2013
Job Employee Benefits Account Manager
Industry Insurance
Experience
USI Insurance Services  April 2015 - Present
AAA  October 2013 - March 2015
Allstate Financial Services, LLC   May 2013 - September 2013
Business Information Solutions, Inc.   July 2012 - May 2013
The Kreller Business Information Group  August 2010 - July 2012

Education
Cornell University   2011 — 2011
Certificate of Study, Financial Statement Analysis

Canisius College   1995 — 1999
Bachelor of Arts (B.A.), English Literature

Hondros College

Carol J Littlefair Carol J Littlefair Greater Chicago Area Details
Carol J Littlefair's Allstate Financial Services, LLC Experience 2002 - 2015
Job Compliance/Operations Professional
Industry Financial Services
Experience
Allstate Financial Services, LLC   2002 - 2015
MTL Equity Products, Inc.   1998 - 2002

Skills
Series 24, Series 53, Series 7, Series 6, Series 63, Life, Accident, Health..., Financial Services

Education
City Colleges of Chicago-Wilbur Wright College

Amanda Hackemack Amanda Hackemack Beaumont/Port Arthur, Texas Area Details
Amanda Hackemack's Allstate Financial Services, LLC Experience February 2015 - May 2015
Job Administrative Professional (Seeking Employment)
Industry Executive Office
Experience
Allstate Financial Services, LLC   February 2015 - May 2015
Fishbone Solutions  September 2013 - August 2014
Team Industrial Services  June 2013 - September 2013
S & S Sprinkler   January 2011 - January 2012
EMS, USA  2004 - 2009

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, English, Windows, AutoCAD, Team Leadership, Time Management, Outlook, Teamwork, Data Entry, SAP, Telephone Skills, Windows 7, Spreadsheets, Access, QuickBooks, Office Administration, Document Management, Blueprint Reading, Administrative..., Office Management, Piping, Oil, Petrochemical, Refinery, Pipelines, Industrial Safety, Construction, Oil/Gas, Construction Safety, Petroleum, SharePoint

Education
Faris Computer School Inc   2014 — 2015
Administrative Assistant, Business Administration, Management and Operations

zari HAGHSHENAS zari HAGHSHENAS Orange County, California Area Details
zari HAGHSHENAS's Allstate Financial Services, LLC Experience January 2008 - Present
Job Insurance Agent at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   January 2008 - Present
CVS Health  2005 - 2010

Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor's Degree

Mike Ross
license of p&c and Life & Health, Insurance

Leonard Dean, CFP® Leonard Dean, CFP® Sacramento, California Area Details
Leonard Dean, CFP®'s Allstate Financial Services, LLC Experience 2010 - 2015
Job Owner, DEAN BENNETT Insurance & Financial Services, Inc.
Industry Financial Services
Experience
DEAN BENNETT Insurance & Financial Services, Inc.   March 1983 - Present
Allstate Financial Services, LLC   2010 - 2015
Principal Financial Group  January 1989 - December 2008
USMC  June 1970 - March 1983

Skills
Insurance, Investments, Financial Planning, Public Speaking, Securities, Sales Management, Mentoring, Team Building, Business Planning, Succession Planning, Change Management, Leadership Development, Management Consulting

Education
The American College   1999 — 2002
CFP, Financial Planning and Services

California State University-Long Beach   1975 — 1977
BA, Dean's List

chantell lewis chantell lewis Greater Chicago Area Details
chantell lewis's Allstate Financial Services, LLC Experience June 2006 - December 2008
Job HR Operations
Industry Financial Services
Experience
Baxalta, Inc.   May 2015 - July 2015
ICM Document Solutions  January 2015 - April 2015
Employees Life Company Mutual   May 2014 - January 2015
Medline Industries, Inc.   May 2014 - May 2014
Preserve at Osprey Lake   May 2011 - February 2012
Abbott Lab  June 2007 - April 2011
Protective Life  April 2010 - August 2010
Allstate Financial Services, LLC   June 2006 - December 2008

Skills
Data Entry, Administrative..., Customer Service, Insurance, Finance, Lotus Notes, Outlook, Access, Administration, QuickBooks, Microsoft Word, Microsoft Excel, Microsoft Office, Human Resources

Education
Computer Systems Institute   2009 — 2010
Certification-Diploma, Business, 0

NCCHS   2001 — 2005
Diploma, Small Business Administration/Management, 9-12

JOAN BUBARIS, CFP (631) 291-5681 JOAN BUBARIS, CFP (631) 291-5681 Northport, New York Details
JOAN BUBARIS, CFP (631) 291-5681's Allstate Financial Services, LLC Experience 2013 - Present
Job Personal Financial Representative
Industry Financial Services
Experience
Allstate Financial Services, LLC   2013 - Present
Aflac  2012 - 2013

Skills
Long-term Care, Retirement, Entrepreneurship, Fixed Annuities, Small Business, Disability Insurance, Finance, 401k, Financial Literacy..., Life & Long Term Care...

Education
Adelphi University   1982 — 1985
Undergrad, Business Management

NYS Life & Health, CLTC, NYS Partnership Certified, IARFC

Gerald Terwilliger Gerald Terwilliger Myrtle Beach, South Carolina Area Details
Gerald Terwilliger's Allstate Financial Services, LLC Experience July 2015 - Present
Job Sales Associate at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC   July 2015 - Present
Terwilliger Insurance Agency   December 2000 - Present
Terwilliger Insurance Agency   June 1999 - Present
Terwilliger Insurance Agency   June 1998 - Present
Terwilliger Insurance Agency   April 1998 - Present
Sentry Insurance; GE Financial, Genworth Financial   1982 - November 1996

Skills
Health, Annuities, Long Term Care, Health Insurance, Employee Benefits, Long-term Care, Fixed Annuities, Life Insurance, Medicare, Term Life Insurance, Life, Long Term Care,..., Insurance, Long Term Care Insurance, Policy, Small Business, Disability Insurance, Sales Presentations, Sales, Retirement Planning, Property & Casualty..., Team Building, Strategic Planning, Risk Management, Leadership, Training, Finance, 401k, Underwriting, Whole Life, Universal Life, Indexed Annuities, IRAs, Accident, Brokers, Workers Compensation, General Insurance, Commercial Insurance, Liability, Financial Planners, Estate Planning, Investments, Mortgage Lending, Strategic Financial..., Casualty, Financial Risk, Financial Advisory, Critical Illness

Education
State University of New York College at Oswego   1974 — 1976
B.A., Political Science, Social Science-pre law

Corning Community College   1968 — 1970
A.A., Social Science

Bryan Wirtz Bryan Wirtz Battle Creek, Michigan Details
Bryan Wirtz's Allstate Financial Services, LLC Experience June 2007 - November 2011
Job AWMA
Industry Financial Services
Experience
Williams& Co Financial Services, The Legend Group   January 2012 - Present
Allstate Financial Services, LLC   June 2007 - November 2011
Fifth Third Bank  November 2004 - April 2007
JPMorgan Chase & Co.   September 2003 - November 2004

Skills
Business Development, Exceed Sales Goals, Sales Presentations, Sales Management, Retirement Plan..., Sales Coaching, Relationship Management, Territory Management, Consulting, Wealth Management, Portfolio Management, Cross-functional Team..., Wealth Preservation..., Multi-generational..., College Education..., 403 b, Retirement Planning, Pension Funds, Marketing, Mentoring, Wholesale, Account Management, New Business Development, Coaching, Employee Training, Public Speaking, Territory Growth, Team Leadership, Investment Education, Series 7, Series 63, Nonprofits, Series 65, Life Insurance

Education
College for Financial Planning   2009 — 2009
Acreedited Wealth Management Advisor Certification, Wealth management

Western Michigan University   1999 — 2002
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Central Michigan University   1997 — 1999

Central Michigan University

Wendy Riihimaki Wendy Riihimaki Greater Chicago Area Details
Wendy Riihimaki's Allstate Financial Services, LLC Experience January 2015 - Present
Job State Filing & Forms Sr. Consultant II at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   January 2015 - Present
Country Faire Village Condo Association   2010 - Present
Allstate Financial  October 2008 - Present
Allstate Financial Services, LLC   March 2005 - October 2008
Allstate Financial Services, LLC   January 2002 - March 2005

Skills
Software Project..., SDLC, Requirements Gathering, Requirements Analysis, PMP, Graphic Design, Project Management, Adobe LiveCycle Designer, QuarkXPress, Microsoft Excel, Microsoft Word, Microsoft Office, Management, Visio, Adobe Professional, Organizational Behavior, Learn New Software..., Learning Quickly, Software, LiveCycle Workbench, Contract Manufacturing, SEC filings, SEC, EDGAR filings, Process Improvement

Education
College of Lake County

Western Illinois University

Ashleigh Loghry Ashleigh Loghry Fort Riley, Kansas Details
Ashleigh Loghry's Allstate Financial Services, LLC Experience November 2007 - September 2009
Job Helping make living better for Military families
Industry Real Estate
Experience
Corvias Military Living, LLC  November 2014 - Present
Astra Bank  February 2014 - November 2014
Astra BankCHa   August 2013 - February 2014
Oak Ridge Animal Center   September 2010 - June 2011
Allstate Financial Services, LLC   November 2007 - September 2009

Skills
Customer Service, Microsoft Word

Education
Martinsburg Institue   2011 — 2011
Certificate, Medical Billing & Coding

Lincoln East High School   2002 — 2006
High School Diploma, General Studies

Barton County Community College
Sociology

Louis R Fevrin Louis R Fevrin Greater Philadelphia Area Details
Louis R Fevrin's Allstate Financial Services, LLC Experience April 2013 - Present
Job Louis Fevrin Insurance Agency
Industry Financial Services
Experience
Allstate  May 2015 - Present
Allstate Financial Services, LLC   April 2013 - Present
Vision Planning Group LLC   January 2010 - April 2013
Ameriprise Financial Services, Inc.   2009 - January 2010
Wachovia Wealth Management  August 2004 - April 2009
AXA Distributors  2000 - 2004

Skills
Family Planning, Insurance, Investments, Retirement, Financial Planning, Retirement Planning, Investment Advisory, Series 7, Annuities, Wealth Management, Mutual Funds, Asset Allocation, Series 6, Budgeting, Estate Planning, Alternative Investments, Equities, Financial Advisory, Series 63, Securities, 401k, Fixed Annuities, Financial Goals, Loans, Budgets, Strategy, Strategic Financial..., Asset Management, Banking, Finance, Financial Services, IRAs, Life Insurance, Series 65, Variable Annuities, Disability Insurance, Wealth, Term Life Insurance, Whole Life, Underwriting, Bonds, Investment Strategies, Employee Benefits, Personal Finance, ETFs, 401k Rollovers

Education
Bloomfield College   1995 — 2000
BA, Business Management

Hillside High   1992 — 1994
Diploma

Brad Loseke Brad Loseke Portland, Oregon Area Details
Brad Loseke's Allstate Financial Services, LLC Experience September 2014 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   September 2014 - Present
Thrivent Financial for Lutherans  July 2004 - April 2014
Thrivent Financial for Lutherans  July 1991 - July 2004
Pilgrim Lutheran Church and School  June 1981 - June 1991
Osmond Public Schools   July 1979 - May 1981
Deshler Lutheran School Association   July 1976 - June 1979
St John Lutheran Church  July 1974 - June 1976

Skills
Series 7, Series 6, Series 66, Series 63, Risk Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Asset Allocation, Process Improvement, Leadership, Team Building, Retirement Planning, Customer Service, Sales, Training, Financial Recruiting, Professional...

Education
Concordia University-Nebraska   1974 — 1978
Master of Education (M.Ed.), Elementary and Middle School Administration/Principalship

Concordia University, Nebraska   1970 — 1974
Bachelor's Degree, Mathematics

Adriana Cuevas Adriana Cuevas Greater Los Angeles Area Details
Adriana Cuevas's Allstate Financial Services, LLC Experience May 2005 - Present
Job Allstate Insurance Agent at Allstate Financial
Industry Financial Services
Experience
Allstate Financial Services, LLC   May 2005 - Present

Skills
Insurance, Disability Insurance, Term Life Insurance, Sales, Fixed Annuities, Long-term Care, Health Insurance, Universal Life, General Insurance, Property & Casualty..., Strategic Planning, Critical Illness, Financial Services, Accident, Mortgage Lending, Life Insurance, Investments, Mutual Funds, Variable Annuities

Education
Escuela Libre de Derecho de Puebla, A.C.   1987 — 1991
Bachelor of Laws (LLB), Law

American School Foundation   1985 — 1987

Julio Galindo Julio Galindo Tucson, Arizona Area Details
Julio Galindo's Allstate Financial Services, LLC Experience December 2011 - Present
Job Agency Owner at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC   December 2011 - Present
Wells Fargo Advisors  July 2005 - November 2011

Skills
Negotiation, Community Outreach, Strategic Planning, Customer Service, Microsoft Excel, Research

Education
Baruch College, City University of New York (CUNY)

University of Illinois at Urbana-Champaign

Laura Callahan, ACS Laura Callahan, ACS Plainfield, Illinois Details
Laura Callahan, ACS's Allstate Financial Services, LLC Experience November 2010 - April 2014
Job National Accts., Large Group Implementation Dearborn National
Industry Financial Services
Experience
Delta Dental of Illinois  April 2014 - July 2015
Allstate Financial Services, LLC   November 2010 - April 2014
Mutual Trust Insurance Company   June 2000 - October 2010
Prudential Financial  June 1993 - August 1996

Skills
Insurance, Life Insurance, Business Analysis, Process Improvement, Risk Management, Underwriting, General Insurance, Financial Services, Mutual Funds, Retirement, Financial Analysis, Financial Planning, Fixed Annuities, Financial Risk, Group Life, National Accounts

Education
DePaul University   2007 — 2010
Bachelor's degree, Business

Morton College   1993 — 1995
Associate's degree, Nursing

Jeffrey A. Stewart, CLU® Jeffrey A. Stewart, CLU® Greater Salt Lake City Area Details
Jeffrey A. Stewart, CLU®'s Allstate Financial Services, LLC Experience January 2007 - May 2009
Job Customer Solutions Consultant Team Lead at Allstate
Industry Financial Services
Experience
Allstate Financial  April 2014 - Present
Allstate Financial  March 2011 - April 2014
Allstate Financial  May 2009 - March 2011
Allstate Financial Services, LLC   January 2007 - May 2009
Allstate  August 2003 - January 2007

Skills
Fixed Annuities, Series 6, Series 63, Series 7, Retirement, Life Insurance, Retirement Planning

Education
Brigham Young University   1998 — 2001
Bachelors of Science, Exercise Science and Business

Thomas Benton Thomas Benton Chicago, Illinois Details
Thomas Benton's Allstate Financial Services, LLC Experience June 2013 - February 2014
Job Senior Consultant at CIS by Deloitte
Industry Pharmaceuticals
Experience
CIS by Deloitte  March 2014 - Present
Allstate Financial Services, LLC   June 2013 - February 2014
Allstate  July 2012 - July 2013
Allstate  January 2012 - June 2012
Allstate  June 2011 - September 2011

Skills
Human Resources, Financial Analysis, Insurance, Financial Modeling, Property & Casualty..., Microsoft Excel, Life Insurance, Finance, Financial Reporting, Access, Data Analysis, Microsoft Office, PowerPoint, Accounting, Employee Benefits, Risk Management, Leadership, Analysis, Internal Audit, Forecasting, Outlook, Microsoft Word, Essbase, Financial Services, Strategic Financial..., Casualty, Investments, Sarbanes-Oxley Act, SAP, Corporate Finance, Valuation, Process Improvement

Education
Miami University   2008 — 2011
Bachelor's degree, Finance, General

County College of Morris   2007 — 2009
Business Administration and Management, General

Timothy Secrist Timothy Secrist Buffalo/Niagara, New York Area Details
Timothy Secrist's Allstate Financial Services, LLC Experience March 2002 - May 2006
Job SalesRep at Basil Toyota
Industry Automotive
Experience
Basil Toyota   April 2008 - Present
Basil Toyota   April 2008 - Present
Allstate Financial Services, LLC   March 2002 - May 2006
United States Marine Corps  December 1967 - October 1988

Skills
Leadership, Sales, Customer Service, Team Building, Sales Management, Negotiation, Customer Retention, Process Improvement, Budgets, Marketing Strategy

Education
Arizona Western College

Azusa Pacific University
psycology/sociology

Pepperdine University, The George L. Graziadio School of Business and Management

Diane McBride Diane McBride Roseville, California Details
Diane McBride's Allstate Financial Services, LLC Experience January 2001 - Present
Job Senior Claim Service Analyst at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   January 2001 - Present
Allstate  January 2001 - Present
Kemper Insurance  October 1998 - January 2001
Zurich Insurance Company Ltd  April 1996 - October 1998

Skills
Life Insurance, Fixed Annuities, Underwriting, General Insurance, Disability Insurance, Retirement Planning, Term Life Insurance, Claims Management, Retirement, Risk Management, Health Insurance, Mutual Funds, Strategic Financial..., Series 63

Education
California State University-Sacramento   1983 — 1985
Bachelor of Science (B.S.), Business Administration/Marketing

American River College   1980 — 1982
Associate of Science (A.S.), Mathematics

Bret Wilson Bret Wilson Tulsa, Oklahoma Area Details
Bret Wilson's Allstate Financial Services, LLC Experience May 2015 - Present
Job Agency Process Specialist SW Region
Industry Insurance
Experience
Allstate Financial Services, LLC   May 2015 - Present
Allstate Financial Services, LLC   March 2015 - May 2015
State Farm Insurance  October 2011 - January 2015
State Farm Insurance  June 2010 - October 2011

Skills
Financial Markets, Microsoft Applications, Microsoft Excel, SAP, Salesforce.com, Microsoft Publisher, Management, Disability Insurance

Education
Fontbonne University   2013 — 2014
Master of Business Administration (MBA), Business Administration, Management and Operations

Central Methodist University-College of Liberal Arts & Sciences   2006 — 2010
Bachelor of Science (B.S.), Business Administration and Management, General

Steven A Sperry Steven A Sperry Stockton, California Details
Steven A Sperry's Allstate Financial Services, LLC Experience January 2007 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   January 2007 - Present
Charles Schwab  2003 - 2007
Morgan Stanley  1998 - 2003

Skills
Life Insurance, Securities, Annuity Sales, Health Insurance, Series 7, Series 63

Education
California State University-Sacramento   1976 — 1978
Bachelor of Arts (B.A.), Criminal Justice

Santa Rosa Junior College   1974 — 1976
Associate of Science (A.S.), Administration of Justice

Mohammad Herzallah Mohammad Herzallah San Francisco Bay Area Details
Mohammad Herzallah's Allstate Financial Services, LLC Experience May 1999 - August 2004
Job General Manager at Herzallah and associates
Industry Insurance
Experience
Herzallah and associates   April 2009 - Present
Allstate Financial Services, LLC   May 1999 - August 2004
John Hancock Financial Services  February 1997 - May 2002

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation

Education
UC Berkeley   2009 — 2012
Associate's degree, Labor and Industrial Relations

CSU Sacramento   1979 — 1984
Bachelor of Applied Science (B.A.Sc.), Public Administration

Carmen Rosario Carmen Rosario White Plains, New York Details
Carmen Rosario's Allstate Financial Services, LLC Experience August 2007 - Present
Job Allstate Exclusive Agent at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   August 2007 - Present
MetLife  October 2001 - October 2007

Skills
Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Financial Services, Term Life Insurance, Property & Casualty..., General Insurance, Long-term Care, Employee Benefits, Health Insurance, Umbrella Insurance, Liability, Accident

Education
Baruch College, City University of New York (CUNY)

Berkeley College

Julie Wells Julie Wells Dallas/Fort Worth Area Details
Julie Wells's Allstate Financial Services, LLC Experience November 2013 - Present
Job Registered Representative
Industry Financial Services
Experience
Allstate  September 2015 - Present
Allstate Financial Services, LLC   November 2013 - Present
Principal Financial Group  December 2012 - August 2013
American Income Life  September 1997 - September 2012
American Income Life  April 2012 - August 2012

Skills
Term Life Insurance, Whole Life, Life Insurance, Insurance, Disability Insurance, Fixed Annuities, Variable Annuities, Variable Life, Universal Life, Mutual Funds, Retirement Savings, Asset Protection, Retention Programs

Education
Texas Tech University   1995 — 1997
Bachelor of Arts (BA), History

Angelo State University   1992 — 1995

John Olsen John Olsen Greater St. Louis Area Details
John Olsen's Allstate Financial Services, LLC Experience January 2000 - May 2003
Job Chief Compliance Officer at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp.  September 2013 - Present
AmSouth Investment Services Inc.   June 2003 - Present
Morgan Keegan and Company, Inc.   January 2007 - September 2013
Allstate Financial Services, LLC   January 2000 - May 2003
Deloitte & Touche, LLP   May 1997 - January 2000
Securities and Exchange Commission  June 1991 - June 1997

Education
Brooklyn Law School
Juris Doctor (J.D.)

St. John's University, New York
Bachelor of Science (B.S.), Finance

The Catholic University of America, Columbus School of Law

Theresa Leopold Theresa Leopold Grayslake, Illinois Details
Theresa Leopold's Allstate Financial Services, LLC Experience May 2000 - April 2009
Job Senior Account Manager at Risk Sciences Group, Inc.
Industry Insurance
Experience
Risk Sciences Group, Inc.   June 2014 - Present
Accenture Technology Solutions  November 2010 - April 2014
Crawford and Company  July 2009 - November 2010
Allstate Financial Services, LLC   May 2000 - April 2009
Allstate Insurance  May 2004 - May 2005
Allstate Insurance  May 2000 - May 2004

Skills
Requirements Gathering, Process Improvement, Change Management, Project Management, Program Management, Knowledge Management, Documentations, Business Development, Negotiation, Sales Operations, Executive Support, Insurance, Business Analysis, SDLC, Sales Analysis, Business Requirements, CPCU, Vendor Management, Requirements Analysis, Business Process..., Software Documentation, Strategy, PMO, SharePoint, Analytics, Cross-functional Team..., MS Project, Analysis, Leadership, Visio, Risk Management, Management, Business Process, Testing, Business Process Design, Training, Access, SAP, Salesforce.com, Product Management, Business Intelligence, CRM, Integration, Data Warehousing, Agile Methodologies, User Acceptance Testing, IT Strategy, Call Centers

Education
DePaul University   2002 — 2007
BA, Insurance and Risk Management

Catherine College   1989 — 1992
Vocational, Office Management minor in Accounting

Angie DeVore Angie DeVore Greenville, South Carolina Area Details
Angie DeVore's Allstate Financial Services, LLC Experience June 2002 - Present
Job Agent at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   June 2002 - Present

Skills
Fixed Annuities, Life Insurance, IRAs, Term Life Insurance, Retirement Planning, Long-term Care, Disability Insurance, Retirement, Insurance, Universal Life, Long Term Care Insurance, Series 6, Wealth Accumulation, Whole Life, Mutual Funds

Education
Clemson University   2003 — 2005
BS, Management and Marketing

TL Hanna High School

Jonathan Herron Jonathan Herron Raleigh-Durham, North Carolina Area Details
Jonathan Herron's Allstate Financial Services, LLC Experience January 2013 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   January 2013 - Present
Herron Financial   March 2011 - December 2012
GA Repple & Company  November 2004 - February 2011

Skills
Investments, Retirement Planning, Mutual Funds, Wealth Management, Strategic Financial..., Series 7, Investment Advisory, Portfolio Management, Securities, Retirement, Asset Allocation, Series 63

Education
Clemson University   1995 — 1998
Bachelor of Science, Financial Management

Clemson University   1995 — 1998
Bachelor of Science (B.S.), Finance with study area in investments

Gary Baumbach Gary Baumbach Santa Rosa, California Details
Gary Baumbach's Allstate Financial Services, LLC Experience March 1990 - August 2012
Job Virtual. Financial /Senior Vice President
Industry Financial Services
Experience
Independant Contractor  National Vice-PresidentSurfSafeVPNOctober 2012 - March 2013
Allstate Financial Services, LLC   March 1990 - August 2012
Adzzoo  2009 - 2010

Skills
Customer Service, Small Business, Strategic Planning, Team Building, Direct Sales, Entrepreneurship, Start-ups, Sales Management, New Business Development, Marketing, Online Marketing, Selling, Sales Process, Networking, Social Media Marketing, Marketing Strategy, Sales, Business Development, Lead Generation, Business Planning, Leadership

Education
CSU Chico   1973 — 1976
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies

Ryan Howarth Ryan Howarth Troy, Michigan Details
Ryan Howarth's Allstate Financial Services, LLC Experience July 2013 - May 2015
Job Investment Advisor Representative, Financial Professional
Industry Financial Services
Experience
Prudential Financial  May 2015 - Present
Allstate Financial Services, LLC   July 2013 - May 2015
Northwestern Mutual  April 2012 - June 2013
Imperial Marketing  May 2011 - April 2012
Louisiana IceGators  January 2011 - March 2011

Skills
Wealth Management, Series 63, Retirement Planning, Long Term Care Insurance, Life Insurance, Investments, Fixed Annuities, Equities, Disability Insurance, Strategic Financial..., Retirement, Insurance, Finance, Securities

Education
Connecticut College   2007 — 2010
Bachelor of Arts (B.A.), Economics

Irina Pacheco, CFA Irina Pacheco, CFA Greater Chicago Area Details
Irina Pacheco, CFA's Allstate Financial Services, LLC Experience 2004 - 2006
Job Senior Analyst, Quantitative Strategies at BMO Global Asset Management, Multi Assets Solutions Team
Industry Financial Services
Experience
BMO Global Asset Management  2006 - Present
Allstate Financial Services, LLC   2004 - 2006
Bank of America (LaSalle Bank)   1998 - 2003

Skills
Quantitative Analytics, Fixed Income Analysis, Asset Allocation, Liability Driven..., Target Date Funds -..., Quantitative Models, Optimization, Programming, Performance Attribution, Multi Assets Solutions, Risk Analysis, Alternative Investments, Asset Management, Investments, Fixed Income, Financial Analysis, Financial Markets, Risk Management, Capital Markets, Equities, Portfolio Management, Finance, Financial Modeling

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2004 — 2006
Master's degree, Finance, General

DePaul University   2002 — 2004
Bachelor's Degree, Finance, General

Academia de Studii Economice din București   1993 — 1996
Marketing

Universitatea Româno-Americană din București   1992 — 1996
Computational Finance

Sara Beekman Sara Beekman Charleston, South Carolina Details
Sara Beekman's Allstate Financial Services, LLC Experience June 2013 - October 2013
Job Loan Officer at SnapCap
Industry International Affairs
Experience
SnapCap   November 2014 - Present
Cummings Wealth Management Group   June 2014 - October 2014
Kappa Alpha Theta Sorority  January 2013 - January 2014
Allstate Financial Services, LLC   June 2013 - October 2013
Information Concepts  June 2012 - August 2012

Skills
Microsoft Excel, Team Leadership, Russian, Hardwork, Management, Communication Skills, Highly Dedicated, Leadership, Economics, Accounting

Education
College of Charleston   2011 — 2015
Bachelor of Applied Science (B.A.Sc.), International Business, Senior

College of Charleston   2011 — 2015
Bachelor of Science (B.S.), International Business

Carlo Duran MBA., MAS., Doctoral Candidate Carlo Duran MBA., MAS., Doctoral Candidate Cleveland/Akron, Ohio Area Details
Carlo Duran MBA., MAS., Doctoral Candidate's Allstate Financial Services, LLC Experience July 2015 - Present
Job Allstate Personal Financial Representative/ITT Tech Business Subject Matter Expert
Industry Financial Services
Experience
Allstate Financial Services, LLC   July 2015 - Present
ITT Technical Institute  June 2015 - Present
FirstMerit Bank/The Investment Center at FirstMerit Bank   September 2012 - February 2015
Huntington National Bank  February 2010 - September 2012
Merrill Lynch  November 2007 - January 2010
United States Air Force  June 2003 - July 2007

Education
University of Phoenix   2012 — 2015
Doctor of Business Administration, Business Administration and Management, General, 3.89

Ashland University   2010 — 2012
Master's degree, Business Administration and Management, General

University of California, Irvine   2004 — 2007
Master's degree, Criminology

Bo Crawford, CFP Bo Crawford, CFP Birmingham, Alabama Area Details
Bo Crawford, CFP's Allstate Financial Services, LLC Experience June 2005 - May 2012
Job Senior Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group  May 2012 - Present
Allstate Financial Services, LLC   June 2005 - May 2012
Southwest Insurance Group, LLC   July 2003 - April 2005
AXA Advisors, LLC  July 2000 - August 2003
Principal Financial Group  July 1995 - June 2000

Education
Birmingham-Southern College   1989 — 1994
BS, Economics

Fatisha Murch Fatisha Murch Sacramento, California Area Details
Fatisha Murch's Allstate Financial Services, LLC Experience 2007 - Present
Job Field Compliance Principal at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   2007 - Present
Allstate Insurance  2005 - 2007
Allstate Financial  2002 - 2005
E*TRADE Financial  1999 - March 2002

Education
California State University-Fresno   1992 — 1997
Bachelor's degree, Communication Sciences and Disorders, General

Matthew Linek Matthew Linek Cleveland/Akron, Ohio Area Details
Matthew Linek's Allstate Financial Services, LLC Experience October 2002 - March 2007
Job IT Professional
Industry Computer Hardware
Experience
Maintech  June 2007 - October 2014
Allstate Financial Services, LLC   October 2002 - March 2007
Allstate  1998 - 2006

Skills
Servers, Active Directory, Windows Server, Troubleshooting, Process Improvement, Microsoft Office, Vendor Management, System Administration, Customer Service, Project Management, Data Center, Software Documentation, Windows XP, Change Management, VMware, Windows 7, Strategic Planning, Windows, Solaris, Negotiation, Virtualization, DNS, Microsoft Certified..., Disaster Recovery, Unix, Public Speaking, Computer Hardware, Hardware, Teaching, Team Building, Music, Music Education, Musical Theatre, Music Direction, Choral Conducting, Instrumental Conducting

Education
Baldwin Wallace University   1993 — 1997
BME, Music Teacher Education

Joey Decker Joey Decker Lincoln, Nebraska Area Details
Joey Decker's Allstate Financial Services, LLC Experience August 2013 - Present
Job ALRCFU Quality Assurance Associate III Accounting at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC   August 2013 - Present
Hillcrest Country Club  July 2013 - Present
Lincoln Benefit Life Company  July 2013 - August 2013
Lincoln Benefit Life Company  January 2013 - August 2013
Lincoln Benefit Life  May 2006 - December 2012
Romano's Macaroni Grill  March 2008 - August 2012
Lincoln Benefit Life  March 2005 - May 2006
Lincoln Benefit Life  November 2004 - March 2005
Lincoln Benefit Life  May 2004 - November 2004
Lincoln Benefit Life  September 2002 - May 2004

Skills
Insurance, Customer Service, Process Improvement, Data Analysis, Risk Management, Management, SAS, Business Analysis, Financial Modeling, Analysis, Access, Marketing, Underwriting, Actuarial Science, Requirements Gathering, SDLC, Predictive Modeling, Training, Restaurants, Typing, Visio, Windows, Writing, Life Insurance

Education
Colorado Technical University   2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, Manga cum Laude

Southeast Community College   1990 — 1993
Associates of Applied Science, Business Administration and Management, General

Gregg Ruvoli Gregg Ruvoli Greater Chicago Area Details
Gregg Ruvoli's Allstate Financial Services, LLC Experience 1984 - 2005
Job President
Industry Financial Services
Experience
Cetera Financial Specialists  January 2015 - Present
Cetera Financial Specialists  2009 - 2014
Rydex Investments  2005 - 2009
Allstate Financial Services, LLC   1984 - 2005

Skills
Insurance, Mutual Funds, Series 7, Series 63, Wealth Management, Investments, Retirement, Financial Services, Fixed Annuities, Retirement Planning, Asset Managment, Asset Allocation

Education
DePaul University   1980 — 1983

Darryl L. Moore Darryl L. Moore Lincoln, Nebraska Area Details
Darryl L. Moore's Allstate Financial Services, LLC Experience August 2003 - August 2005
Job Allstate Agency Owner Titan Elite Business Grp, Inc.
Industry Insurance
Experience
Allstate Insurance Company  July 2014 - Present
Allstate Insurance  August 2005 - February 2014
Allstate Financial Services, LLC   August 2003 - August 2005
Allstate Financial Srvices, LLC   March 2001 - August 2003
Southeast Community College  October 2001 - July 2003

Skills
Term Life Insurance, Insurance, Life Insurance, Property & Casualty..., Fixed Annuities, Disability Insurance, General Insurance, Training, Commercial Insurance, Sales Presentations, Underwriting, Long-term Care, Liability, Casualty, Health Insurance, Retirement Planning, Claim, Series 6, Series 63, Securities

Education
University of Nebraska-Lincoln   1994 — 1997
M.A., Economics

Bradley University   1991 — 1994
B.S., Economics

Ilya Brin Ilya Brin Greater Chicago Area Details
Ilya Brin's Allstate Financial Services, LLC Experience 2007 - Present
Job Project Manager at Allstate Technology and Strategic Ventures
Industry Computer Software
Experience
Allstate Financial Services, LLC   2007 - Present

Education
Case Western Reserve University   1996 — 2000
Bachelor of Science, Computer Science

Christopher Lundberg Christopher Lundberg Scottsdale, Arizona Details
Christopher Lundberg's Allstate Financial Services, LLC Experience 2014 - 2015
Job Independent BD/RIA Wholesale Distribution Experience
Industry Financial Services
Experience
A financial services company  2015 - Present
Allstate Financial Services, LLC   2014 - 2015
Diversified Residential Group, LLC / ARI Financial Services   2013 - 2013
Realty Capital Securities  2009 - 2012
KBS Realty Advisors  2007 - 2009
MetLife Investors  2004 - 2007

Skills
Series 7, Series 63, Retirement Planning, Series 24, Investments, Fixed Annuities, Long-term Care, Indexed Annuities, REITs, Series 6, Variable Annuities, Sales Management, Life Insurance, Mutual Funds, Asset Allocation, New Business Development, Sales Logix, Salesforce.com, Business Development, Compass, Cold Calling, Strategic Planning, Sales Operations, Sales, B2B, C Level Selling, Marketing, WebEx, Account Management, Separately Managed..., Retirement

Education
Bucknell University   1999 — 2003
BSBA, Business Management

Amy Christiansen Amy Christiansen Greater Chicago Area Details
Amy Christiansen's Allstate Financial Services, LLC Experience April 2015 - Present
Job Life Underwriter at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC   April 2015 - Present
Allstate  September 2013 - April 2015
Allstate Insurance  January 2010 - September 2013
Dallas Financial Wholesalers   April 2009 - January 2010
21st Century Insurance  October 2001 - March 2009
Colley Auto Cars, Inc.   August 2000 - August 2001

Skills
Insurance, Customer Satisfaction, Management, Quality Assurance, Call Centers, Life Insurance, Process Improvement, General Insurance, Liability, Customer Service, Team Building, Analysis, Leadership, Training, Performance Management, Microsoft Excel, CRM, Team Leadership, Data Analysis, Operations Management, Strategic Planning, Microsoft Word, Time Management, Coaching, Customer Retention, Sales, Customer Experience, Property & Casualty...

Education
College of DuPage   2011 — 2014
Associate of Arts (A.A.), General Studies, 3.905 GPA

Rich Akasaka Rich Akasaka Temecula, California Details
Rich Akasaka's Allstate Financial Services, LLC Experience December 2013 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC   December 2013 - Present
R'n'R CustomCare Insurance Services   December 1998 - December 2013
AOV Insurance & Associates   June 1989 - December 1998

Skills
Retirement, Finance, Life Insurance, Employee Benefits, Disability Insurance, Sales, Investments, Insurance, Health Insurance, Customer Service, Small Business, Business Planning, Financial Analysis, Financial Modeling, Fixed Annuities, Long-term Care, Term Life Insurance, Team Building, New Business Development

Education
California State University-Fullerton   1990 — 1995
Bachelors, Psychology

Nelson Jun Nelson Jun Greater Los Angeles Area Details
Nelson Jun's Allstate Financial Services, LLC Experience October 2006 - April 2007
Job Product Manager at City National Bank
Industry Financial Services
Experience
City National Bank - Datafaction   September 2014 - Present
Union Bank - UnionBanc Investment Services   June 2007 - September 2014
Allstate Financial Services, LLC   October 2006 - April 2007
MetLife  April 2005 - April 2006
AIG Claims, Inc.   April 2004 - April 2005
DesignCon, Operational Services   April 2003 - April 2004
YES English School, Operational Services   December 1999 - March 2003

Skills
Life and Health, Series..., Microsoft Word, Excel,..., Series 6, Annuities, Insurance, Retirement, Word, Outlook, Lotus Notes, Health, Series 63, Investments, Banking, 401k, Retirement Planning, Long Term Care, Licensing, Customer Relations, Customer Service, Risk Management, Wealth, Compliance, Excel, Process Improvement, Planning, PowerPoint, Problem Solving, Finance, Relationship Management, Wealth Management, Management, FINRA, Fixed Annuities, Project Planning, Financial Services, Mutual Funds

Education
California State University-Fullerton
Bachelor of Arts, Communications

Carlton Johnson Carlton Johnson Greater Chicago Area Details
Carlton Johnson's Allstate Financial Services, LLC Experience February 2003 - January 2005
Job General Agent at Insure All Insurance Brokerage LTD
Industry Insurance
Experience
Insure All Insurance Brokerage LTD   January 2005 - Present
Insure All Insurance Brokerage LTD   2005 - Present
Allstate Financial Services, LLC   February 2003 - January 2005
Liberty Mutual Insurance  February 2001 - February 2003

Skills
Small Business, Insurance, Entrepreneurship, New Business Development, Marketing Strategy, Strategic Planning, Coaching, Marketing, Commercial Insurance, Property & Casualty..., Term Life Insurance, Business Strategy

Education
William Howard Taft University   2010 — 2014
Doctor of Law JDE, Law

DePaul University   1989 — 1992
Public Law

Fenger High School

Colleen Palozzolo Colleen Palozzolo Greater Chicago Area Details
Colleen Palozzolo's Allstate Financial Services, LLC Experience 2004 - 2014
Job Operational Manager for Accounting, Claims, Underwriting support
Industry Insurance
Experience
Allstate Financial Services, LLC   2004 - 2014
Allstate Financial Services, LLC   2001 - 2004
Allstate Financial Services, LLC   1991 - 2001

Skills
Life Insurance, Call Centers, Risk Management, Term Life Insurance, Project Management, Coaching, Performance Management, Team Building, Fixed Annuities, Insurance, Underwriting, Vendor Management, Operations Management, Accounting, Leadership, Process Improvement, Change Management, Sourcing, Expense Management, Business Process..., Management

Education
DePaul University   2002 — 2010
Bachelor's Degree, BA, Liberal Arts, DePaul University, Chicago, IL, 3.78

Chris Liggins Chris Liggins Greater Los Angeles Area Details
Chris Liggins's Allstate Financial Services, LLC Experience April 2015 - Present
Job Financial Sales Consultant
Industry Financial Services
Experience
Allstate Financial Services, LLC   April 2015 - Present
Edward Jones  November 2014 - May 2015
Enterprise Rent-A-Car  November 2013 - November 2014
Verizon Wireless  March 2007 - September 2013
Verizon Wireless  January 2010 - January 2011
DriveTime  August 2006 - December 2006
DriveTime  May 2006 - August 2006

Skills
Interviews, Customer Service, Wireless, Direct Sales, Sales Operations, Customer Satisfaction, Sales, Customer Retention, Management, Leadership, Coaching, Recruiting, Training, Telecommunications, Solution Selling, Mobile Devices, Sales Process, Cold Calling, Account Management, Sales Management, Cellular Communications, Call Centers, Internet Recruiting, Digital Marketing, Risk Management, Public Speaking, Relationship Building, Needs Assessment, Microsoft Office, Social Networking, Marketing

Education
Arizona State University   2002 — 2006
Bachelors in Interdisciplinary Studies, Business Managment, with a Minor in Mass Communications and Tourism Management

Arizona State University   2002 — 2006
Bachelor's degree, Business Management and Mass Communications

Jody Lammel Jody Lammel Reno, Nevada Area Details
Jody Lammel's Allstate Financial Services, LLC Experience June 2013 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   June 2013 - Present
Unique Underwriters   April 2012 - May 2013
Morgan Stanley Smith Barney  April 2011 - March 2012
US Bank  January 2009 - April 2011
World Financial Group (WFG)   September 2006 - January 2009
Lahontan Homes   January 2005 - September 2006
Qwest  June 1997 - January 2005

Skills
Banking, Management, Sales, Customer Satisfaction, Investments, Life Insurance, Leadership, Compliance, Information Technology, Operating Budgets, Recruiting, Coaching, Timely Decision Making, Honesty, Organizational..., Finance, Team Leadership, Budgets, Project Management, Small Business, Risk Management, Insurance, Fixed Annuities, Retirement Planning, Mutual Funds, Series 7, Wealth Management, Securities, Retirement, Mortgage Lending, Loans

Education
University of Phoenix   2012 — 2013
Master of Education (M.Ed.)

American InterContinental University   2006 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Christina Wamble Skinner Christina Wamble Skinner Augusta, Georgia Area Details
Christina Wamble Skinner's Allstate Financial Services, LLC Experience 2012 - Present
Job Advisor, Group & Benefits Consultants
Industry Insurance
Experience
Group & Benefits Consultants   December 2014 - Present
Allstate Financial Services, LLC   2012 - Present

Skills
Disability Insurance, Life Insurance, Health Insurance, Fixed Annuities, Retirement Planning, Strategic Financial..., Variable Annuities, 401k, IRAs, Long Term Care Insurance, Long-term Care, Retirement, Term Life Insurance, Whole Life

Education
Augusta State University

Nebil Al-Shawaf Nebil Al-Shawaf Greater Philadelphia Area Details
Nebil Al-Shawaf's Allstate Financial Services, LLC Experience 2001 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   2001 - Present
Northwestern Mutual  1999 - 2001
PNB/CoreStates (now Wells Fargo Bank)   1981 - 1999
Swiss International Business   1971 - 1976

Skills
Annuities, Series 6, Long Term Care, IRA's, Retirement Planning, Mutual Funds, Series 63, Disability Insurance, Asset Allocation, Term Life Insurance, Investments, Insurance, 401k, Fixed Annuities, Wealth Management, Life Insurance, Wealth Accumulation, Variable Annuities, Financial Services, 529 Plans, 401k Rollovers, Buy-sell Agreements, College Savings Plans, Whole Life, Roth IRA, High Net Worth..., Health Insurance, Personal Finance, Banking, Employee Benefits, Permanent Life Insurance, Retirement Savings, Savings, FINRA, IRAs, Retirement, Investment Strategies

Education
Johns Hopkins/SAIS   1976 — 1980
MA, Ph.D., International Relations

American University of Beirut   1968 — 1971
BA, Economics & Political Studies

Michael Nawrocki Michael Nawrocki Phoenix, Arizona Area Details
Michael Nawrocki's Allstate Financial Services, LLC Experience May 2002 - December 2003
Job Credit Portfolio Manager at Grainger
Industry Wholesale
Experience
Grainger  Credit Portfolio Manager - Corp AccountsGraingerOctober 2007 - Present
Charles Schwab  October 2006 - September 2007
WW Grainger  October 2005 - October 2006
Allstate Financial Services, LLC   May 2002 - December 2003
UBS - Painweber   October 2000 - April 2002
WW Grainger  April 1988 - September 2000

Skills
Credit, Supervisory Skills, Customer Service, Negotiation, Problem Solving, Excel, Portfolio Management, SAP, Outlook

Education
Arizona State University   1990 — 1997
Bachelor of Business Administration (B.B.A.), Finance

Joshua Goldshlager Joshua Goldshlager Greater New York City Area Details
Joshua Goldshlager's Allstate Financial Services, LLC Experience 2010 - 2012
Job Financial Sales Professional
Industry Financial Services
Experience
Financial Industry Regulatory Authority  May 2014 - Present
Financial Industry Regulatory Authority  January 2014 - May 2014
Allstate Financial Services, LLC   2010 - 2012
Chase Investment Services  November 2008 - February 2010
Merrill Lynch  February 2007 - November 2008
Morgan Stanley Dean Witter  2004 - 2007

Skills
Investments, Finance, Strategic Financial...

Education
Binghamton University   1998 — 2002
BA, Philosophy

Benjamin N. Cardozo School of Law, Yeshiva University

Michael Dong Michael Dong Greater Chicago Area Details
Michael Dong's Allstate Financial Services, LLC Experience June 2010 - September 2010
Job Project Manager, Digital Analytics at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services  November 2014 - Present
Discover Financial Services  June 2012 - November 2014
Discover Financial Services  March 2011 - June 2012
Allstate Financial Services, LLC   June 2010 - September 2010
Boston Children’s Hospital  June 2009 - September 2009
Liberty Mutual Insurance Company  June 2008 - August 2008
Beijing Aoshen Olympians Men's Basketball Team   August 2001 - August 2004

Skills
Statistical Modeling, SAS, VBA, Quantitative Analytics, Financial Modeling, Time Series Analysis, Econometrics, Analysis, R, Analytics, Data Mining, Portfolio Management, Data Analysis, Risk Management, Statistics

Education
University of Chicago   2009 — 2010
Master of Science (M.S.), Statistics

Brandeis University   2005 — 2009
Bachelor of Arts (B.A.), Mathematics, Economics

Monty McCurley Monty McCurley Little Rock, Arkansas Area Details
Monty McCurley's Allstate Financial Services, LLC Experience August 2014 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   August 2014 - Present
Monty McCurley State Farm   June 2010 - May 2014
Izard County School District   August 2006 - December 2009

Skills
Health Insurance, Insurance, Term Life Insurance, Disability Insurance, Commercial Insurance, Property & Casualty..., Whole Life, Umbrella Insurance, Life Insurance, Universal Life, Fixed Annuities, Long-term Care, Casualty, Renters, Legal Liability, Liability, Homeowners, IRAs, Retirement Planning, Retirement, Long Term Care Insurance, 401k, Roth IRA, Casualty Insurance

Education
Arkansas State University   2001 — 2003
MSE, Ethical Leadership

Arkansas State University   1993 — 1996
B.S., Accounting

Tim Fether Tim Fether Greater Atlanta Area Details
Tim Fether's Allstate Financial Services, LLC Experience September 2011 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   September 2011 - Present
Huntington National Bank  July 2010 - August 2011
Prudential Financial  January 2008 - July 2010
Tradewind Mortgage LLC   October 1999 - December 2007

Skills
Fixed Annuities, Life Insurance, Disability Insurance, Insurance, Term Life Insurance, Retirement, Series 63, Mutual Funds, Investments, Health Insurance, Sales, Long-term Care, Employee Benefits, Estate Planning, Commercial Insurance, Variable Annuities, Series 65, Series 6, variable universal life

Education
University of Toledo   1995 — 1996
B.S., Economics

Bowling Green State University   1990 — 1994

Toledo Christian

Toledo Christian

Toledo Christian

ottawa hills

Ilka Susak Ilka Susak Phoenix, Arizona Area Details
Ilka Susak's Allstate Financial Services, LLC Experience September 2013 - January 2015
Job Meetings & Promotions Coordinator at Allstate
Industry Financial Services
Experience
Allstate  January 2015 - Present
Allstate Financial Services, LLC   September 2013 - January 2015
Best Western International  January 2012 - September 2013
Dos Gringos  May 2009 - August 2011
Wells Fargo Bank  September 2009 - July 2011
Tempe12  July 2008 - November 2008

Skills
Marketing, Digital Marketing, Training, Social Media, Management, Customer Service, CRM, Marketing Strategy, Project Planning, SEO, Microsoft Excel

Education
Arizona State University   2004 — 2008
Tourism Development & Management

Xavier College Preparatory   2000 — 2004

Lane O'Shea Lane O'Shea Greater New York City Area Details
Lane O'Shea's Allstate Financial Services, LLC Experience March 2002 - December 2004
Job Corporate Counsel, Director of Operations and Compliance
Industry Legal Services
Experience
Physician Resources, LLC   June 2010 - Present
AXA Distributors, LLC  June 2009 - May 2010
AXA Distributors, LLC  December 2004 - June 2009
Allstate Financial Services, LLC   March 2002 - December 2004
Hornor, Townsend & Kent, Inc.   August 1999 - February 2002

Skills
Corporate Law, Non-profit..., Board of Directors, Employment Law, Contract Law, Intellectual Property, Risk Management, Asset Management, Financial Operations, Anti Money Laundering, Securities Regulation, Immigration Law, Fraud, Fixed Annuities, Insurance, Living Wills and POA, Wealth Management, 401k

Education
NYU School of Professional Studies   2013 — 2014
Certificate in Art Business

New York Law School   2005 — 2008
J.D.

Delaware Valley College   1992 — 1997
Bachelor of Science (B.S.), Business Administration

Bucks County Community College   1980 — 1982
Associate of Arts (A.A.), Liberal Arts

Jennifer Napier Jennifer Napier Cleveland/Akron, Ohio Area Details
Jennifer Napier's Allstate Financial Services, LLC Experience January 2013 - Present
Job Customer Service Professional; Proofreader; Writer; Public Speaker
Industry Writing and Editing
Experience
Allstate Financial Services, LLC   January 2013 - Present
TriMark/SS Kemp   October 2011 - December 2011
Sal's Heating and Cooling, INC.,   July 2010 - October 2011
Ollie's Bargain Outlet  September 2008 - 2009

Skills
Public Speaking, Time Management, Leadership, Creative Writing, Social Media, Editing, Customer Service, Microsoft Excel, Research, Blogging, Strategic Planning, Proofreading, Social Networking, Event Planning, Marketing

Education
The Ohio Center for Broadcasting   2005 — 2006
Certificate, Radio and Television Broadcasting

Cuyahoga Community College
Liberal Arts

Cory Callahan, MBA, CRPC Cory Callahan, MBA, CRPC Lincoln, Nebraska Area Details
Cory Callahan, MBA, CRPC's Allstate Financial Services, LLC Experience June 2003 - Present
Job Allstate Financial Services, LLC
Industry Financial Services
Experience
Southeast Community College  October 2009 - Present
Allstate Financial Services, LLC   June 2003 - Present
Allstate Financial Services, LLC   June 2008 - October 2011
New York Life Insurance Company  May 2001 - May 2003

Skills
Financial Services, Insurance, Securities, Risk Management, Fixed Annuities, IRAs, Life Insurance, Customer Service, Series 7, Retirement Planning, Retirement, Estate Planning, Mutual Funds, Public Speaking, Series 63, Series 65, Series 24, Broker-Dealer Operations, Training, Long-term Care, Finance, Term Life Insurance, Strategic Financial..., Microsoft Office, Microsoft Excel, Team Leadership, Microsoft Word, Marketing Strategy, Project Management

Education
Bellevue University   2005 — 2008
Masters in Business Administration, Emphasis in Finance

University of Nebraska-Lincoln   1991 — 2000
Bachelor of Science (BS), Biology, General

University of Nebraska-Lincoln   1991 — 2000
Bachelor of Arts (B.A.), French Language and Literature

Melissa Jayne Melissa Jayne Columbia, South Carolina Area Details
Melissa Jayne's Allstate Financial Services, LLC Experience November 2014 - Present
Job Customer Support Team Leader at Allstate
Industry Insurance
Experience
Allstate Financial Services, LLC   November 2014 - Present
State Farm Agent  January 2011 - November 2013
sc dmv   1988 - 1995
little pigs   1979 - 1987

Skills
issue auto and home..., General Insurance, Customer Retention, Customer Service, Insurance, Leadership, Property & Casualty..., Customer Experience

Education
Columbia College (SC)   1986 — 1987
none, Business Administration and Management, General

richland northeast high school   1982 — 1986

Ricardo M Hernandez Ricardo M Hernandez Greater New York City Area Details
Ricardo M Hernandez's Allstate Financial Services, LLC Experience March 2013 - Present
Job Financial Representative
Industry Financial Services
Experience
Allstate Financial Services, LLC   March 2013 - Present
Citi  July 2010 - November 2012
Citi  August 1999 - July 2010

Skills
Sales, Customer Service, Strategic Planning, Community Outreach, Leadership Development, Financial Education, Staff Development, Insurance

Education
City University of New York

Anne Steele Kochevar Anne Steele Kochevar Glen Ellyn, Illinois Details
Anne Steele Kochevar's Allstate Financial Services, LLC Experience May 2001 - September 2002
Job Chief Compliance Officer at Henderson Global Investors (North America)
Industry Financial Services
Experience
Henderson Global Investors (North America)   November 2014 - Present
Destra Capital Management LLC   October 2010 - November 2014
Guggenheim Funds Distributors and Guggenheim Funds Advisors   September 2002 - October 2010
Allstate Financial Services, LLC   May 2001 - September 2002
Nuveen Investments  February 2000 - May 2001
Van Kampen Investments, Inc   June 1992 - February 2000

Education
Chicago-Kent College of Law, Illinois Institute of Technology   2001 — 2005
Doctor of Law (J.D.)

Indiana University Bloomington   1981 — 1985
B.S., Business, Marketing and Advertising

Kurt Woods Kurt Woods Raleigh-Durham, North Carolina Area Details
Kurt Woods's Allstate Financial Services, LLC Experience 2006 - 2010
Job Developing and recommending sound financial solutions for future financial prosperity
Industry Financial Services
Experience
Integrity Financial  January 2014 - Present
Prudential Financial  May 2010 - January 2014
Allstate Financial Services, LLC   2006 - 2010
First Command Financial Services  August 2002 - June 2006

Skills
Retirement, Fixed Annuities, Retirement Planning, Life Insurance, Debt Management, Series 63, Mutual Funds, Series 6, 401k, Disability Insurance

Education
Central Washington University   1990 — 1993
Industrial Organizational Psychology (HR) & Counseling, HR/Psycholgy

Keebler-Strako Annie Keebler-Strako Annie Saint Cloud, Florida Details
Keebler-Strako Annie's Allstate Financial Services, LLC Experience June 2012 - Present
Job CSR at Allstate Financial Services, LLC
Industry Financial Services
Experience
Mary Kay Inc.  November 2012 - Present
Allstate Financial Services, LLC   June 2012 - Present
Allstate  June 2012 - Present
Gilbert RV Insurance   November 2007 - September 2010

Skills
Insurance, Call Centers, Life Insurance, Property & Casualty..., Customer Experience, Financial Services, Customer Satisfaction, Banking, Health Insurance, Retirement Planning, Underwriting, Process Improvement, Vendor Management, Investments, Commercial Insurance, General Insurance, Outlook, Customer Retention, Disability Insurance, Data Entry, Term Life Insurance

Education
Brenau University   2003 — 2007
Bachelor of Business Administration (BBA), Human Resources Management/Personnel Administration, General

Lisa Hayslip Lisa Hayslip Fort Lauderdale, Florida Details
Lisa Hayslip's Allstate Financial Services, LLC Experience April 2008 - Present
Job Sr. Claims Service Adjuster at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   April 2008 - Present
Perfection Inspection Services, Inc.   February 1990 - December 2012

Skills
Insurance, Property & Casualty..., Claim, Liability, General Insurance, Commercial Insurance, Underwriting, Claims Management

Education
Broward College
Associate of Science (AS), Computer Programming

Scott Trice Scott Trice Hartford, Connecticut Area Details
Scott Trice's Allstate Financial Services, LLC Experience 2013 - Present
Job SEEKING ENTREPRENEURS FOR AN EXCLUSIVE AGENT OPPORTUNITY WITH ALLSTATE
Industry Insurance
Experience
Allstate Financial Services, LLC   2013 - Present
Rockville Bank  2008 - 2013
The Connecticut Bank and Trust Company  2005 - 2008
AM South Bank   2003 - 2005
Bank of America  1990 - 2003

Skills
Management, Leadership, Executive Management, Sales, Investments, Analysis, Mutual Funds, Retirement Planning, Coaching, Banking, Financial Services, Life Insurance, Sales Management, Risk Management, Mortgage Lending, Credit, Loans

Education
Central Connecticut State University
Bachelor's Degree, Business Administration, Management and Operations

Richard Haupt Richard Haupt Dallas/Fort Worth Area Details
Richard Haupt's Allstate Financial Services, LLC Experience February 2015 - Present
Job APS at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   February 2015 - Present
LPL Finanical  July 2010 - February 2015

Skills
Retirement Planning, Retirement, Team Building, Series 7, Wealth Management, Customer Service, Small Business, Mutual Funds, Life Insurance, Sales

Education
Arizona State University   1996 — 2000
Bachelor's Degree, Business Administration and Management, General

Sabrina Howard Sabrina Howard Lincoln, Nebraska Details
Sabrina Howard's Allstate Financial Services, LLC Experience March 2000 - July 2013
Job Information Systems Specialist
Industry Information Technology and Services
Experience
Allstate Financial Services, LLC   March 2000 - July 2013
Kelly Services  August 1999 - March 2000
Lester Electrical  August 1994 - November 1998
Chartroose Caboose   July 1989 - June 1994

Skills
Programming, Technical Support, Information Technology, Life Insurance, Playtesting, Card Games, Role Playing Games, Quest Design, Web Applications, Training

Education
College of Saint Mary   2009 — 2011
Information Technology

Kaplan University   2003 — 2005
Associate's degree, Information Technology, 3.95

National American University   1987 — 1989
Associate's degree, Surveying Technology/Surveying

Vandenburg Joanna Vandenburg Joanna Cedar City, Utah Details
Vandenburg Joanna's Allstate Financial Services, LLC Experience November 2010 - Present
Job Sales Producer at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   November 2010 - Present
California Cardiac Surgeons   March 1992 - December 1997

Skills
Term Life Insurance, Insurance, Life Insurance

Education
California State University-Bakersfield   1986 — 1988

SCOTT WHITLEY SCOTT WHITLEY Raleigh, North Carolina Details
SCOTT WHITLEY's Allstate Financial Services, LLC Experience Allstate insurance agenAllstate Insurance AgencyMay 2013 - Present
Job Insurance Agent at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   Allstate insurance agenAllstate Insurance AgencyMay 2013 - Present
Nationwide Insurance Rex A Whitley Agency   May 1992 - December 2010

Education
Appalachian State University   1986 — 1989
Bachelor's degree, Business/Commerce, General

Larry Gabbitas Larry Gabbitas Boise, Idaho Details
Larry Gabbitas's Allstate Financial Services, LLC Experience June 2003 - September 2006
Job Certified Financial Planner® at Erstad and Company, Inc.
Industry Financial Services
Experience
Erstad and Company, Inc.   October 2006 - Present
Allstate Financial Services, LLC   June 2003 - September 2006
AMCI  1999 - 2003
AMCI  1999 - 2003
AMCI  1999 - 2003
AMCI  1999 - 2003

Skills
Client Rapport, Creative Strategy, Certified Financial..., Financial Plans, Fee-Based Planning, Insurance, Annuities, Long Term Care Insurance, Estate Planning, Business Succession..., Disability In, Spanish-speaking, Financial Goals, Retirement Planning, Retirement, Fixed Annuities, Investments, Succession Planning, Wealth Management, Life Insurance, Customer Service, Disability Insurance, Financial Advisory, 401k, Finance, Mutual Funds, Financial Services

Education
College for Financial Planning   1990 — 1994
Certificate of Completion, Financial Planning and Services

Scott Trice Scott Trice Rocky Hill, Connecticut Details
Scott Trice's Allstate Financial Services, LLC Experience August 2013 - Present
Job Field Sales Associate at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   August 2013 - Present
Rockville Bank  December 2008 - January 2013
AmSouth Bank  February 2005 - December 2008
Bank of America  May 1991 - February 2005

Skills
Sales, Mortgage Lending, Banking, Investments, Strategic Financial..., Loans, Financial Services, Retail Banking, Credit, Insurance, Risk Management, Residential Mortgages, Portfolio Management, Consumer Lending, Underwriting

Education
Central Connecticut State University
Business Administration and Management, General

steven moskowitz steven moskowitz Bellmore, New York Details
steven moskowitz's Allstate Financial Services, LLC Experience June 2005 - May 2009
Job Retirement income specialist
Industry Financial Services
Experience
Self-employed  July 1993 - Present
Allstate  September 2009 - June 2011
Allstate Financial Services, LLC   June 2005 - May 2009

Skills
Retirement- Financial...

Education
Baruch College, City University of New York (CUNY)   1967 — 1971
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services

Baruch College, City University of New York (CUNY)
Master of Business Administration (MBA), Finance and Financial Management Services

John Steinmeyer John Steinmeyer Charleston, South Carolina Area Details
John Steinmeyer's Allstate Financial Services, LLC Experience August 2002 - September 2012
Job Owner/Financial Advisor at Church Street Financial Management, LLC
Industry Financial Services
Experience
Church Street Financial Management, LLC   August 2014 - Present
AlphaStar Capital Management, LLC  August 2014 - Present
Hornor Townsend & Kent  September 2012 - August 2014
Allstate Financial Services, LLC   August 2002 - September 2012
Edward Jones  January 2000 - August 2002

Skills
Investments, Retirement, Wealth Management, Retirement Planning, Estate Planning, Financial Advisory, Life Insurance

Education
College of Charleston   1972 — 1976
Bachelor’s Degree, Biology/Business

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