Allstate Financial Services, LLC
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Allstate Financial Services, LLC Employees
Employee
Years
Job
Industry
Brandi Peterson Brandi Peterson's Allstate Financial Services, LLC Experience December 2011 - November 2014
Job Business Consultant at Dell
Industry Insurance
Experience
Dell February 2015 - Present
Allstate Financial Services, LLC December 2011 - November 2014
Allstate Financial Services, LLC August 2008 - December 2011
Allstate Financial Services, LLC October 2002 - August 2008
Allstate Financial Services, LLC March 2001 - October 2002
Allstate Financial Services, LLC June 1998 - March 2001
Skills
Business Analysis, Data Analysis, Business Process, Process Improvement, Project Management, Project Coordination, Project Implementation, Leadership, Change Management, Training, Performance Management, Coaching, Project Planning, Customer Service, Life Insurance, Vendor Management, Risk Management, Fixed Annuities, Financial Services, Call Centers, Employee Benefits, Team Building, Term Life Insurance, General Insurance, Insurance, Microsoft Publisher, Training & Development, Systems Analysis, Operating Systems, Microsoft Office, Remote Access, Account Reconciliation, Account Management, Group Training, Mainframe Testing, IBM Mainframe, Business Objects, Internal Communications, Email Newsletter Design, Newsletter Design, Internal Audit, External Audit, Event Planning, Events Coordination, Underwriting
Education
Doane College 2012 — 2016
Bachelor of Arts (B.A.), Business Management, Junior
Dell February 2015 - Present
Allstate Financial Services, LLC December 2011 - November 2014
Allstate Financial Services, LLC August 2008 - December 2011
Allstate Financial Services, LLC October 2002 - August 2008
Allstate Financial Services, LLC March 2001 - October 2002
Allstate Financial Services, LLC June 1998 - March 2001
Skills
Business Analysis, Data Analysis, Business Process, Process Improvement, Project Management, Project Coordination, Project Implementation, Leadership, Change Management, Training, Performance Management, Coaching, Project Planning, Customer Service, Life Insurance, Vendor Management, Risk Management, Fixed Annuities, Financial Services, Call Centers, Employee Benefits, Team Building, Term Life Insurance, General Insurance, Insurance, Microsoft Publisher, Training & Development, Systems Analysis, Operating Systems, Microsoft Office, Remote Access, Account Reconciliation, Account Management, Group Training, Mainframe Testing, IBM Mainframe, Business Objects, Internal Communications, Email Newsletter Design, Newsletter Design, Internal Audit, External Audit, Event Planning, Events Coordination, Underwriting
Education
Doane College 2012 — 2016
Bachelor of Arts (B.A.), Business Management, Junior
John Fitzgerald, CIPM John Fitzgerald, CIPM's Allstate Financial Services, LLC Experience September 2013 - Present
Job Performance Consultant
Industry Financial Services
Experience
Allstate Financial Services, LLC September 2013 - Present
Advent Software December 2011 - June 2013
Northern Trust Global Investments June 2010 - November 2011
William Blair & Company October 2007 - June 2010
Northern Trust September 2005 - October 2007
Northern Trust April 2000 - August 2005
Northern Trust Corporation May 1998 - April 2000
Northern Trust Corporation April 1996 - April 1998
Skills
Bloomberg, Performance Attribution, Performance Measurement, Market Data, Product Management, Analysis, Performance Reporting, Morningstar, Lotus Notes, Factset, Eagle Pace, Axys, Business Development, Team Management, Team Building, Research, Strategic Planning &..., Leadership, Communication, Project Management, Relationship Building, Process Development, Performance Consulting, Performance Analysis, Portfolio Review, Performance Report..., Application Consulting, Investment Analysis, Accounting Operations..., Accounting Analysis, Client Relationship..., Problem Solving, Auditing, Accounting, CRM, Eagle PACE, Investment Management, Portfolio Management, Financial Services, Management
Education
Illinois State University 1990 — 1995
B.S., Finance, Business Administration
Allstate Financial Services, LLC September 2013 - Present
Advent Software December 2011 - June 2013
Northern Trust Global Investments June 2010 - November 2011
William Blair & Company October 2007 - June 2010
Northern Trust September 2005 - October 2007
Northern Trust April 2000 - August 2005
Northern Trust Corporation May 1998 - April 2000
Northern Trust Corporation April 1996 - April 1998
Skills
Bloomberg, Performance Attribution, Performance Measurement, Market Data, Product Management, Analysis, Performance Reporting, Morningstar, Lotus Notes, Factset, Eagle Pace, Axys, Business Development, Team Management, Team Building, Research, Strategic Planning &..., Leadership, Communication, Project Management, Relationship Building, Process Development, Performance Consulting, Performance Analysis, Portfolio Review, Performance Report..., Application Consulting, Investment Analysis, Accounting Operations..., Accounting Analysis, Client Relationship..., Problem Solving, Auditing, Accounting, CRM, Eagle PACE, Investment Management, Portfolio Management, Financial Services, Management
Education
Illinois State University 1990 — 1995
B.S., Finance, Business Administration
Nedia Brassell Nedia Brassell's Allstate Financial Services, LLC Experience July 1995 - Present
Job Agency Principle at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC July 1995 - Present
Education
Jackson State University 1970 — 1974
Bachelor of Science (B.S.)
Allstate Financial Services, LLC July 1995 - Present
Education
Jackson State University 1970 — 1974
Bachelor of Science (B.S.)
Carrie Peter Carrie Peter's Allstate Financial Services, LLC Experience July 2014 - Present
Job Senior Underwriter at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC July 2014 - Present
Allstate Financial Services, LLC June 2009 - July 2014
Lincoln Benefit Life February 2005 - June 2009
North American Security System June 2001 - March 2004
Skills
Underwriting, New Business Development, Life Insurance, Customer Service, Insurance, Term Life Insurance
Education
Nebraska Wesleyan University 2004 — 2007
Forensic Science
Gannon University 1996 — 2001
Bachelor's degree, Criminal Justice
Allstate Financial Services, LLC July 2014 - Present
Allstate Financial Services, LLC June 2009 - July 2014
Lincoln Benefit Life February 2005 - June 2009
North American Security System June 2001 - March 2004
Skills
Underwriting, New Business Development, Life Insurance, Customer Service, Insurance, Term Life Insurance
Education
Nebraska Wesleyan University 2004 — 2007
Forensic Science
Gannon University 1996 — 2001
Bachelor's degree, Criminal Justice
Brian Viohl, CIC, LUTCF Brian Viohl, CIC, LUTCF's Allstate Financial Services, LLC Experience
Job Territorial Sales Leader at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC
Skills
Life Insurance, Sales, Sales Management, Mentoring, Public Speaking, Property and Casualty..., Team Building, Insurance, Training, Customer Service, Leadership, Process Improvement, Customer Satisfaction, New Business Development, Analysis, Operations Management
Education
State University of New York Maritime College 1979 — 1982
Bachelor of Science (BS), Marine Transportation
Maine Maritime Academy 1978 — 1979
Allstate Financial Services, LLC
Skills
Life Insurance, Sales, Sales Management, Mentoring, Public Speaking, Property and Casualty..., Team Building, Insurance, Training, Customer Service, Leadership, Process Improvement, Customer Satisfaction, New Business Development, Analysis, Operations Management
Education
State University of New York Maritime College 1979 — 1982
Bachelor of Science (BS), Marine Transportation
Maine Maritime Academy 1978 — 1979
Theodosia Mcginnis-Bushnell Theodosia Mcginnis-Bushnell's Allstate Financial Services, LLC Experience October 2007 - Present
Job Claim Unit Associate at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC October 2007 - Present
The Home Depot June 2006 - October 2007
Travelers June 1997 - June 2006
Skills
Administrative Office..., Critical thinking, Meets/exceeds goals, Project Planning, Meeting deadline, Close Attention to..., Microsoft Office skills, Spreadsheet development, Executive Presentation..., Leadership/communication..., Report analyst, Self-starter, Employee training and..., Administrative..., Team building, Staff motivation, Computers: WordPerfect,..., Outlook
Education
LeTourneau University 2010 — 2014
Bachelro's of Business Management, Human Resources Management/Project Management
Eisenhower High School 1991 — 1994
HS Diploma, Regular/General High School/Secondary Diploma Program
Allstate Financial Services, LLC October 2007 - Present
The Home Depot June 2006 - October 2007
Travelers June 1997 - June 2006
Skills
Administrative Office..., Critical thinking, Meets/exceeds goals, Project Planning, Meeting deadline, Close Attention to..., Microsoft Office skills, Spreadsheet development, Executive Presentation..., Leadership/communication..., Report analyst, Self-starter, Employee training and..., Administrative..., Team building, Staff motivation, Computers: WordPerfect,..., Outlook
Education
LeTourneau University 2010 — 2014
Bachelro's of Business Management, Human Resources Management/Project Management
Eisenhower High School 1991 — 1994
HS Diploma, Regular/General High School/Secondary Diploma Program
Matthew Couvillion's Allstate Financial Services, LLC Experience July 2014 - Present
Job Financial Specialist at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC July 2014 - Present
DXP Enterprises, Inc. June 2012 - June 2013
Couvillion Plumbing January 2003 - June 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Manufacturing, Process Improvement, Sales Management, Operations Management, Team Building, Negotiation
Education
LSU Shreveport 2006 — 2010
Bachelor's Degree, Finance with Minor in Economics
Allstate Financial Services, LLC July 2014 - Present
DXP Enterprises, Inc. June 2012 - June 2013
Couvillion Plumbing January 2003 - June 2012
Skills
Customer Service, Microsoft Office, Microsoft Excel, Sales, Manufacturing, Process Improvement, Sales Management, Operations Management, Team Building, Negotiation
Education
LSU Shreveport 2006 — 2010
Bachelor's Degree, Finance with Minor in Economics
Anne Beaudry's Allstate Financial Services, LLC Experience August 2015 - Present
Job Financial Services Representative at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC August 2015 - Present
MassMutual Northern California August 2015 - August 2015
BBVA Compass February 2015 - August 2015
Patelco Credit Union July 2012 - February 2015
SAFE Credit Union June 2010 - June 2012
U.S. Bank September 2007 - April 2010
Skills
Credit Unions, Banking, Credit, Loans, Customer Service, Consumer Lending, Retail Banking, Sales, Credit Analysis, Mortgage Lending, Financial Analysis, Operational Excellence, Regulatory Filings, Auditing, Teller Operations, Branch Banking, Supervisory Skills, Cash Handling, Vault, ATM Networks, Client Relations, Client Services, Marketing, Financial Services, Microsoft Office, Management, Finance
Education
Folsom Lake College
General Education Credits
Ponderosa High School
High School Diploma, General Education
Allstate Financial Services, LLC August 2015 - Present
MassMutual Northern California August 2015 - August 2015
BBVA Compass February 2015 - August 2015
Patelco Credit Union July 2012 - February 2015
SAFE Credit Union June 2010 - June 2012
U.S. Bank September 2007 - April 2010
Skills
Credit Unions, Banking, Credit, Loans, Customer Service, Consumer Lending, Retail Banking, Sales, Credit Analysis, Mortgage Lending, Financial Analysis, Operational Excellence, Regulatory Filings, Auditing, Teller Operations, Branch Banking, Supervisory Skills, Cash Handling, Vault, ATM Networks, Client Relations, Client Services, Marketing, Financial Services, Microsoft Office, Management, Finance
Education
Folsom Lake College
General Education Credits
Ponderosa High School
High School Diploma, General Education
Brad Byars Brad Byars's Allstate Financial Services, LLC Experience January 2014 - August 2015
Job Sales Development Representative
Industry Wine and Spirits
Experience
Ben Arnold Beverage Company August 2015 - Present
Allstate Financial Services, LLC January 2014 - August 2015
New York Life Insurance Company October 2012 - January 2014
Food Service, Inc January 2011 - October 2012
Wild WIng Cafe September 2008 - January 2011
Skills
Retirement, Term Life Insurance, Fixed Annuities, IRAs, Long-term Care, Insurance, Life Insurance, Long Term Care Insurance, Customer Service, Whole Life, Personal Finance, Disability Insurance, Roth IRA, College Savings Plans, 401k Rollovers, Securities, Pensions, Variable Annuities, Employee Benefits, 401k, Universal Life, Financial Services, Asset Allocation, Licensed Life Insurance..., Licensed Life, Annuity Sales, Series 63, Series 6, Critical Illness, Life, Protection..., Income Protection, 529 Plans
Education
Furman University 1998 — 2002
Bachelor of Arts (B.A.), Religion/Religious Studies
Ben Arnold Beverage Company August 2015 - Present
Allstate Financial Services, LLC January 2014 - August 2015
New York Life Insurance Company October 2012 - January 2014
Food Service, Inc January 2011 - October 2012
Wild WIng Cafe September 2008 - January 2011
Skills
Retirement, Term Life Insurance, Fixed Annuities, IRAs, Long-term Care, Insurance, Life Insurance, Long Term Care Insurance, Customer Service, Whole Life, Personal Finance, Disability Insurance, Roth IRA, College Savings Plans, 401k Rollovers, Securities, Pensions, Variable Annuities, Employee Benefits, 401k, Universal Life, Financial Services, Asset Allocation, Licensed Life Insurance..., Licensed Life, Annuity Sales, Series 63, Series 6, Critical Illness, Life, Protection..., Income Protection, 529 Plans
Education
Furman University 1998 — 2002
Bachelor of Arts (B.A.), Religion/Religious Studies
Noland Hicks Noland Hicks's Allstate Financial Services, LLC Experience August 1986 - Present
Job Staff Claims Service Adjuster at Allstate Financial Services, LLC
Industry Financial Services
Experience
H&R Block January 2008 - Present
Allstate Financial Services, LLC August 1986 - Present
Skills
Property & Casualty..., Insurance, Commercial Insurance, Liability, Claim
Education
University of Phoenix 2004 — 2006
Master of Business Administration (MBA), Accounting and Business/Management
Georgia College and State University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
H&R Block January 2008 - Present
Allstate Financial Services, LLC August 1986 - Present
Skills
Property & Casualty..., Insurance, Commercial Insurance, Liability, Claim
Education
University of Phoenix 2004 — 2006
Master of Business Administration (MBA), Accounting and Business/Management
Georgia College and State University 1982 — 1986
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services
Paula Denton Paula Denton's Allstate Financial Services, LLC Experience January 1999 - Present
Job Suitability Analyst at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC January 1999 - Present
Ozark National Life/NIS Financial Servies February 1991 - December 1998
Skills
Mutual Funds, Insurance, Series 7, Financial Analysis, Financial Services, Strategic Financial..., Portfolio Management, Risk Management, Series 63, Securities, Management, Investments, Finance, Life Insurance, FINRA, Wealth Management, Fixed Annuities
Education
Doane College 2009 — 2015
Allstate Financial Services, LLC January 1999 - Present
Ozark National Life/NIS Financial Servies February 1991 - December 1998
Skills
Mutual Funds, Insurance, Series 7, Financial Analysis, Financial Services, Strategic Financial..., Portfolio Management, Risk Management, Series 63, Securities, Management, Investments, Finance, Life Insurance, FINRA, Wealth Management, Fixed Annuities
Education
Doane College 2009 — 2015
April Gargus April Gargus's Allstate Financial Services, LLC Experience May 2006 - May 2013
Job Licensed Sales Producer at State Farm Ins , Todd Davis Agency
Industry Insurance
Experience
State Farm May 2015 - Present
Allstate Financial Services, LLC May 2006 - May 2013
Allstate May 2005 - May 2013
Skills
Insurance, Property & Casualty..., Life Insurance, Commercial Insurance, Term Life Insurance, Health Insurance, Disability Insurance, Umbrella Insurance, Fixed Annuities, Casualty, General Insurance, Underwriting, Liability, Long-term Care, Legal Liability, Workers Compensation, Commercial Lines, Employee Benefits, Claim, Homeowners
Education
Gadsden High School 1985 — 1998
Gadsden State Community College
Business Administration, Business Administration and Management, General
State Farm May 2015 - Present
Allstate Financial Services, LLC May 2006 - May 2013
Allstate May 2005 - May 2013
Skills
Insurance, Property & Casualty..., Life Insurance, Commercial Insurance, Term Life Insurance, Health Insurance, Disability Insurance, Umbrella Insurance, Fixed Annuities, Casualty, General Insurance, Underwriting, Liability, Long-term Care, Legal Liability, Workers Compensation, Commercial Lines, Employee Benefits, Claim, Homeowners
Education
Gadsden High School 1985 — 1998
Gadsden State Community College
Business Administration, Business Administration and Management, General
Etter Gretchen Etter Gretchen's Allstate Financial Services, LLC Experience January 2013 - Present
Job Office Manager at Allstate Insurance, The Kuban Agency
Industry Financial Services
Experience
Allstate Financial Services, LLC January 2013 - Present
Education
University of Pittsburgh 1990 — 1994
Political Science and Government
Kent State University 1990 — 1991
Allstate Financial Services, LLC January 2013 - Present
Education
University of Pittsburgh 1990 — 1994
Political Science and Government
Kent State University 1990 — 1991
James R. Esaw, Jr., MBA James R. Esaw, Jr., MBA's Allstate Financial Services, LLC Experience December 2013 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC December 2013 - Present
Lincoln Financial Advisors May 2012 - December 2013
M&T Bank January 2011 - May 2012
Prudential Financial July 2009 - January 2011
Anheuser-Busch Inc January 2000 - February 2009
Anheuser-Busch Inc January 1995 - January 2000
Anheuser-Busch Inc January 1994 - January 1995
Anheuser-Busch Inc January 1989 - January 1994
Anheuser-Busch Inc January 1985 - January 1989
Skills
Part Time Professor, Marketing, Sales Operations, Sales, Account Management, Business Development, Sales Management, Management, Leadership, New Business Development, Budgets, Insurance, Investments, Marketing Strategy, Negotiation, Team Building, Direct Sales, Customer Service, Coaching, Program Management, Employee Benefits, Training, Business Planning, Finance
Education
Nova Southeastern University 1993 — 1996
Master of Business Administration (MBA)
Howard University
Bachelor of Business Administration (B.B.A.), Management
The George Washington University
Allstate Financial Services, LLC December 2013 - Present
Lincoln Financial Advisors May 2012 - December 2013
M&T Bank January 2011 - May 2012
Prudential Financial July 2009 - January 2011
Anheuser-Busch Inc January 2000 - February 2009
Anheuser-Busch Inc January 1995 - January 2000
Anheuser-Busch Inc January 1994 - January 1995
Anheuser-Busch Inc January 1989 - January 1994
Anheuser-Busch Inc January 1985 - January 1989
Skills
Part Time Professor, Marketing, Sales Operations, Sales, Account Management, Business Development, Sales Management, Management, Leadership, New Business Development, Budgets, Insurance, Investments, Marketing Strategy, Negotiation, Team Building, Direct Sales, Customer Service, Coaching, Program Management, Employee Benefits, Training, Business Planning, Finance
Education
Nova Southeastern University 1993 — 1996
Master of Business Administration (MBA)
Howard University
Bachelor of Business Administration (B.B.A.), Management
The George Washington University
Jason P. Fox's Allstate Financial Services, LLC Experience January 2014 - June 2014
Job Account Manager at Thomson Reuters
Industry Information Services
Experience
Thomson Reuters June 2014 - Present
Allstate Financial Services, LLC January 2014 - June 2014
FAMILY HERITAGE LIFE INSURANCE CO. OF AMERICA September 2002 - December 2013
Access Development 1999 - 2001
THE SOUTHWESTERN COMPANY May 1995 - October 2000
Skills
Direct Marketing, Insurance, Mentoring, Cold Calling, Direct Sales, Public Speaking, New Business Development, Team Leadership, Sales Management, Team Building, Hiring, Microsoft Office, Problem Solving, Recruiting, Employee Benefits, Management, Sales, Training
Education
Indiana University Bloomington 1994 — 1997
BA
Thomson Reuters June 2014 - Present
Allstate Financial Services, LLC January 2014 - June 2014
FAMILY HERITAGE LIFE INSURANCE CO. OF AMERICA September 2002 - December 2013
Access Development 1999 - 2001
THE SOUTHWESTERN COMPANY May 1995 - October 2000
Skills
Direct Marketing, Insurance, Mentoring, Cold Calling, Direct Sales, Public Speaking, New Business Development, Team Leadership, Sales Management, Team Building, Hiring, Microsoft Office, Problem Solving, Recruiting, Employee Benefits, Management, Sales, Training
Education
Indiana University Bloomington 1994 — 1997
BA
Joe Colvin, Jr. Joe Colvin, Jr.'s Allstate Financial Services, LLC Experience September 2012 - Present
Job Allstate Insurance
Industry Financial Services
Experience
Allstate Financial Services, LLC September 2012 - Present
Allstate Financial Services, LLC September 2012 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Life Insurance, Series 63, IRAs, Wealth Management, Strategic Financial..., Disability Insurance, Estate Planning, Long-term Care, 401k, Investments, Insurance, Term Life Insurance, Asset Allocation, Series 6
Education
Georgia State University 1976 — 1977
Master's degree
Tuskegee University 1968 — 1972
Bachelor's degree, Physcial Education
Allstate Financial Services, LLC September 2012 - Present
Allstate Financial Services, LLC September 2012 - Present
Skills
Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Life Insurance, Series 63, IRAs, Wealth Management, Strategic Financial..., Disability Insurance, Estate Planning, Long-term Care, 401k, Investments, Insurance, Term Life Insurance, Asset Allocation, Series 6
Education
Georgia State University 1976 — 1977
Master's degree
Tuskegee University 1968 — 1972
Bachelor's degree, Physcial Education
Ernst Barb Ernst Barb's Allstate Financial Services, LLC Experience May 2014 - Present
Job Customer Solutions Consultant at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC May 2014 - Present
Genworth Financial March 2014 - May 2014
Allstate Life Insurance Company February 2013 - January 2014
Allstate Life Insurance Company February 2012 - February 2013
Allstate Life Insurance Company May 2011 - February 2012
Allstate Financial Services, LLC November 1998 - May 2011
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Series 6, Retirement, Insurance, Long-term Care, Series 63, Annuities, Whole Life, Disability Insurance, Variable Annuities, Long Term Care, Mutual Funds, Employee Benefits, Financial Services, Investments, IRAs, Term Life Insurance, Series 65, Roth IRA, Universal Life, 401k, Financial Planners, Financial Advisory, Asset Allocation, Series 7, Series 24, series 66, series 53, Public Speaking, Business Development, Territory..., Sales Management, Team Leadership, sales, FINRA, Sales, Financial Planning
Education
Excelsior College 1988 — 1992
Bacelor of Science, Business Administration and Management, General
The American College
CLU, ChFC, RICP
Allstate Financial Services, LLC May 2014 - Present
Genworth Financial March 2014 - May 2014
Allstate Life Insurance Company February 2013 - January 2014
Allstate Life Insurance Company February 2012 - February 2013
Allstate Life Insurance Company May 2011 - February 2012
Allstate Financial Services, LLC November 1998 - May 2011
Skills
Fixed Annuities, Retirement Planning, Life Insurance, Series 6, Retirement, Insurance, Long-term Care, Series 63, Annuities, Whole Life, Disability Insurance, Variable Annuities, Long Term Care, Mutual Funds, Employee Benefits, Financial Services, Investments, IRAs, Term Life Insurance, Series 65, Roth IRA, Universal Life, 401k, Financial Planners, Financial Advisory, Asset Allocation, Series 7, Series 24, series 66, series 53, Public Speaking, Business Development, Territory..., Sales Management, Team Leadership, sales, FINRA, Sales, Financial Planning
Education
Excelsior College 1988 — 1992
Bacelor of Science, Business Administration and Management, General
The American College
CLU, ChFC, RICP
Jon Barrack Jon Barrack's Allstate Financial Services, LLC Experience April 2010 - Present
Job Allstate
Industry Financial Services
Experience
Allstate Financial Services, LLC April 2010 - Present
Skills
Wealth Management, Insurance, Retirement, Series 7, Retirement Planning, Mutual Funds
Education
University of Tennessee-Knoxville - College of Business Administration
Finace and Banking
Allstate Financial Services, LLC April 2010 - Present
Skills
Wealth Management, Insurance, Retirement, Series 7, Retirement Planning, Mutual Funds
Education
University of Tennessee-Knoxville - College of Business Administration
Finace and Banking
Jeremy Schnaidt's Allstate Financial Services, LLC Experience February 2011 - Present
Job Sales manager at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC February 2011 - Present
Every restaurant imaginable September 2005 - September 2010
Skills
Leadership, Management, Sales, Marketing, Customer Service, Microsoft Office, Microsoft Excel, Event Planning, Inventory Management, PowerPoint, Microsoft Word, Operations Management, Teamwork, Team Building
Education
Ferris State University
Bachelor of Science (BS), Sales, Distribution, and Marketing Operations, General
Allstate Financial Services, LLC February 2011 - Present
Every restaurant imaginable September 2005 - September 2010
Skills
Leadership, Management, Sales, Marketing, Customer Service, Microsoft Office, Microsoft Excel, Event Planning, Inventory Management, PowerPoint, Microsoft Word, Operations Management, Teamwork, Team Building
Education
Ferris State University
Bachelor of Science (BS), Sales, Distribution, and Marketing Operations, General
Jonathan Schedler, ChFC®, LUTCF's Allstate Financial Services, LLC Experience June 2011 - Present
Job Personal Financial Representative, Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC June 2011 - Present
Principal Financial Group November 1999 - June 2011
Skills
IRAs, Retirement Planning, Business Continuation, Investments, IRA Distributions, Estate Planning, Income Replacement, Life Insurance, Long Term Care
Education
Valparaiso University
Indiana State University
Allstate Financial Services, LLC June 2011 - Present
Principal Financial Group November 1999 - June 2011
Skills
IRAs, Retirement Planning, Business Continuation, Investments, IRA Distributions, Estate Planning, Income Replacement, Life Insurance, Long Term Care
Education
Valparaiso University
Indiana State University
Daniel Tercero Daniel Tercero's Allstate Financial Services, LLC Experience
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial Services, LLC
Skills
Life Insurance, Retirement, Term Life Insurance, Health Insurance, Investments, Financial Services, Finance, Insurance, Employee Benefits
Education
Miami Dade College
Allstate Financial Services, LLC
Skills
Life Insurance, Retirement, Term Life Insurance, Health Insurance, Investments, Financial Services, Finance, Insurance, Employee Benefits
Education
Miami Dade College
Matthew D'Agostino Matthew D'Agostino's Allstate Financial Services, LLC Experience December 2014 - Present
Job Life and Financial Specialist with Allstate Financial Services
Industry Financial Services
Experience
Allstate Financial Services, LLC December 2014 - Present
American Income Life Insurance Company October 2012 - November 2014
The Forge Restaurant Ltd July 2012 - September 2012
ZUMA January 2011 - June 2012
The Catalina Hotel August 2010 - December 2010
Gotham Steak Restaurant September 2008 - March 2010
Sheraton Miami Mart Hotel November 2007 - August 2008
Biltmore Hotel January 2007 - July 2007
Skills
Hotels, Restaurants, Wine, Hospitality, Hospitality Management, Food & Beverage, Menu Development, Catering, Cuisine, Hospitality Industry, Front Office, Hotel Management, Banquets, Pre-opening, Resorts, Life Insurance
Education
Florida International University 2002 — 2010
Bachelor of Arts; Rated School, Hospitality Management; Hospitality and Tourism Management
Allstate Financial Services, LLC December 2014 - Present
American Income Life Insurance Company October 2012 - November 2014
The Forge Restaurant Ltd July 2012 - September 2012
ZUMA January 2011 - June 2012
The Catalina Hotel August 2010 - December 2010
Gotham Steak Restaurant September 2008 - March 2010
Sheraton Miami Mart Hotel November 2007 - August 2008
Biltmore Hotel January 2007 - July 2007
Skills
Hotels, Restaurants, Wine, Hospitality, Hospitality Management, Food & Beverage, Menu Development, Catering, Cuisine, Hospitality Industry, Front Office, Hotel Management, Banquets, Pre-opening, Resorts, Life Insurance
Education
Florida International University 2002 — 2010
Bachelor of Arts; Rated School, Hospitality Management; Hospitality and Tourism Management
LaShonda Taylor's Allstate Financial Services, LLC Experience April 2014 - Present
Job Exclusive Financial Service Representative at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC April 2014 - Present
UnitedHealthcare August 2010 - May 2013
People First Insurance January 2006 - August 2010
Pinellas County Government August 2000 - January 2007
Pinellas County Government August 1997 - August 2000
Pinellas County Government August 1993 - August 1997
Pinellas County Government August 1990 - August 1993
Skills
Account Management, New Business Development, Disability Insurance, Employee Benefits, Medicare, Claim, Business Analysis, Customer Service, Sales Management, Health Savings Accounts, Sales, Managed Care, Health Insurance, Insurance, Life Insurance, Healthcare, Process Improvement, CRM, Underwriting, Cold Calling, Long-term Care, Team Building
Education
ITT Technical Institute-Tampa 1989 — 1990
Associate's degree, Legal Studies, General
University of Phoenix
Business, Management, Marketing, and Related Support Services
Allstate Financial Services, LLC April 2014 - Present
UnitedHealthcare August 2010 - May 2013
People First Insurance January 2006 - August 2010
Pinellas County Government August 2000 - January 2007
Pinellas County Government August 1997 - August 2000
Pinellas County Government August 1993 - August 1997
Pinellas County Government August 1990 - August 1993
Skills
Account Management, New Business Development, Disability Insurance, Employee Benefits, Medicare, Claim, Business Analysis, Customer Service, Sales Management, Health Savings Accounts, Sales, Managed Care, Health Insurance, Insurance, Life Insurance, Healthcare, Process Improvement, CRM, Underwriting, Cold Calling, Long-term Care, Team Building
Education
ITT Technical Institute-Tampa 1989 — 1990
Associate's degree, Legal Studies, General
University of Phoenix
Business, Management, Marketing, and Related Support Services
Slavica Vukobrad Slavica Vukobrad's Allstate Financial Services, LLC Experience 2002 - 2009
Job Look up to the sky
Industry Financial Services
Experience
American Airlines Mortgage Sales ConsultantPHH MortgageJanuary 2013 - January 2014
Allstate Financial Services, LLC 2002 - 2009
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Credit, FHA, Refinance, Residential Mortgages, Banking, Financial Services, FHA financing, Relationship Management, Sales, VA loans, Call Centers
Education
DeVry University 2000 — 2002
Bachelor's degree, Business Information Systems
American Airlines Mortgage Sales ConsultantPHH MortgageJanuary 2013 - January 2014
Allstate Financial Services, LLC 2002 - 2009
Skills
Mortgage Lending, Loans, Mortgage Banking, Loan Origination, Credit, FHA, Refinance, Residential Mortgages, Banking, Financial Services, FHA financing, Relationship Management, Sales, VA loans, Call Centers
Education
DeVry University 2000 — 2002
Bachelor's degree, Business Information Systems
Michael J Vivalo Michael J Vivalo's Allstate Financial Services, LLC Experience 2013 - Present
Job
Industry Insurance
Experience
Allstate Financial Services, LLC 2013 - Present
Crump Life Insurance Services January 2012 - 2013
AIG January 1997 - December 2011
Skills
Term Life Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Retirement, Insurance, Retirement Planning, Health Insurance, Universal Life, Financial Planners, Financial Planning, Relationship Management, Brokers, Estate Planning, Series 6, Variable Annuities, Series 63
Education
Miami Dade College 1969 — 1971
Business/Commerce, General
Miami Dade College 1969 — 1971
Associate of Science (AS), Liberal Arts and Sciences/Liberal Studies
Allstate Financial Services, LLC 2013 - Present
Crump Life Insurance Services January 2012 - 2013
AIG January 1997 - December 2011
Skills
Term Life Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Retirement, Insurance, Retirement Planning, Health Insurance, Universal Life, Financial Planners, Financial Planning, Relationship Management, Brokers, Estate Planning, Series 6, Variable Annuities, Series 63
Education
Miami Dade College 1969 — 1971
Business/Commerce, General
Miami Dade College 1969 — 1971
Associate of Science (AS), Liberal Arts and Sciences/Liberal Studies
Shelly (Michelle Scronce) Cagle Shelly (Michelle Scronce) Cagle's Allstate Financial Services, LLC Experience May 2013 - Present
Job Agent at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC May 2013 - Present
NC Farm Bureau July 2008 - April 2013
Nationwide Insurance September 2007 - July 2008
Skills
Insurance, P&C License, Casualty, Umbrella Insurance, Commercial Insurance, Workers Compensation, Legal Liability, Underwriting, Homeowners, Liability, General Insurance, Renters, Customer Service, Inland Marine, Advertising
Education
Liberty University 1986 — 1987
FCS
FCS
Florence Darlington Tech
Allstate Financial Services, LLC May 2013 - Present
NC Farm Bureau July 2008 - April 2013
Nationwide Insurance September 2007 - July 2008
Skills
Insurance, P&C License, Casualty, Umbrella Insurance, Commercial Insurance, Workers Compensation, Legal Liability, Underwriting, Homeowners, Liability, General Insurance, Renters, Customer Service, Inland Marine, Advertising
Education
Liberty University 1986 — 1987
FCS
FCS
Florence Darlington Tech
Lindsay Lorraine Lindsay Lorraine's Allstate Financial Services, LLC Experience December 2008 - Present
Job Suitability Assistant at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC December 2008 - Present
Allstate Financial Services, LLC June 2007 - November 2008
Allstate Financial Services, LLC February 2007 - May 2007
Allstate Financial Services, LLC June 2004 - January 2007
Skills
Life Insurance, Investments, Equity Indexed Annuities, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Spreadsheets, Risk Management, Communication Skills, Analysis, Teamwork, Leadership, Time Management
Education
Doane College 2010 — 2013
Bachelor of Arts (B.A.), Business/Commerce, General
Allstate Financial Services, LLC December 2008 - Present
Allstate Financial Services, LLC June 2007 - November 2008
Allstate Financial Services, LLC February 2007 - May 2007
Allstate Financial Services, LLC June 2004 - January 2007
Skills
Life Insurance, Investments, Equity Indexed Annuities, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Spreadsheets, Risk Management, Communication Skills, Analysis, Teamwork, Leadership, Time Management
Education
Doane College 2010 — 2013
Bachelor of Arts (B.A.), Business/Commerce, General
Sherry English Sherry English's Allstate Financial Services, LLC Experience February 2013 - August 2013
Job Internal Specialist at Crump Life Insurance Services
Industry Financial Services
Experience
Crump Life Insurance Services August 2013 - Present
Allstate Financial Services, LLC February 2013 - August 2013
MetLife Securities, Inc March 2009 - 2012
MetLife 2009 - 2012
Compass Bank February 2005 - 2007
Southtrust Bank 1997 - 2005
Skills
Financial Services, Long-term Care, Fixed Annuities, Retirement Planning, Wealth Management, Finance, Investments, Series 6, Banking, Life Insurance, Financial Planning, Insurance, Retirement, Leadership, Sales, Management, Mutual Funds, Risk Management
Education
Yuba College 1980 — 1981
AS, Business
Ferris State University 1973 — 1976
AAS, Commercial art, Marketing
Crump Life Insurance Services August 2013 - Present
Allstate Financial Services, LLC February 2013 - August 2013
MetLife Securities, Inc March 2009 - 2012
MetLife 2009 - 2012
Compass Bank February 2005 - 2007
Southtrust Bank 1997 - 2005
Skills
Financial Services, Long-term Care, Fixed Annuities, Retirement Planning, Wealth Management, Finance, Investments, Series 6, Banking, Life Insurance, Financial Planning, Insurance, Retirement, Leadership, Sales, Management, Mutual Funds, Risk Management
Education
Yuba College 1980 — 1981
AS, Business
Ferris State University 1973 — 1976
AAS, Commercial art, Marketing
Ann Marie Cooper, ChFC Ann Marie Cooper, ChFC's Allstate Financial Services, LLC Experience December 2008 - Present
Job Personal Financial Representative with Allstate Financial
Industry Financial Services
Experience
Allstate Financial Services LLC December 2008 - Present
Cooper McNeill & Associates, LLC 2004 - Present
Skills
Financial Services, Retirement Planning, Employee Benefits, Life Insurance, Succession Planning, Fixed Annuities, Indexed Annuities, Variable Products, Long-term Care, Disability Insurance, Series 7, ChFC, Mutual Funds, Unit Investment Trusts
Education
Lander University 1980 — 1983
BS, Education
The American College
ChFC Chartered Financial Consultant®
Allstate Financial Services LLC December 2008 - Present
Cooper McNeill & Associates, LLC 2004 - Present
Skills
Financial Services, Retirement Planning, Employee Benefits, Life Insurance, Succession Planning, Fixed Annuities, Indexed Annuities, Variable Products, Long-term Care, Disability Insurance, Series 7, ChFC, Mutual Funds, Unit Investment Trusts
Education
Lander University 1980 — 1983
BS, Education
The American College
ChFC Chartered Financial Consultant®
Mark Fiegoli Mark Fiegoli's Allstate Financial Services, LLC Experience January 1998 - Present
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial Services, LLC January 1998 - Present
Skills
Life Insurance, Fixed Annuities, Retirement, Insurance, Term Life Insurance, Disability Insurance, Health Insurance, Long-term Care, life insurance planning
Education
Hofstra University 1979 — 1982
Bachelor of Business Administration (BBA), Business Administration and Management, General
Allstate Financial Services, LLC January 1998 - Present
Skills
Life Insurance, Fixed Annuities, Retirement, Insurance, Term Life Insurance, Disability Insurance, Health Insurance, Long-term Care, life insurance planning
Education
Hofstra University 1979 — 1982
Bachelor of Business Administration (BBA), Business Administration and Management, General
Tori Jordan Tori Jordan's Allstate Financial Services, LLC Experience September 2009 - Present
Job Accounts Manager at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC September 2009 - Present
Cigna Insurance Services April 1990 - September 2000
Skills
Sales, Sales Management, Marketing, Direct Sales, Sales Process, Salesforce.com, Business Development, Cold Calling, Marketing Strategy, Selling, Sales Operations, Customer Retention, Online Marketing, Public Relations
Education
Livingstone College
Bachelor of Science (BS), Personnel Mgt
Marygrove College
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Allstate Financial Services, LLC September 2009 - Present
Cigna Insurance Services April 1990 - September 2000
Skills
Sales, Sales Management, Marketing, Direct Sales, Sales Process, Salesforce.com, Business Development, Cold Calling, Marketing Strategy, Selling, Sales Operations, Customer Retention, Online Marketing, Public Relations
Education
Livingstone College
Bachelor of Science (BS), Personnel Mgt
Marygrove College
Master of Business Administration (M.B.A.), Human Resources Management/Personnel Administration, General
Wondero Evan's Allstate Financial Services, LLC Experience February 2013 - Present
Job Producer at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC February 2013 - Present
Education
Macomb Community College 2007 — 2011
Allstate Financial Services, LLC February 2013 - Present
Education
Macomb Community College 2007 — 2011
Michael Bess's Allstate Financial Services, LLC Experience January 2009 - Present
Job Agent at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC January 2009 - Present
Wikoff Color Corporation January 2005 - January 2009
Skills
Sales, Insurance, Offset Printing, Risk Management, Property & Casualty..., Commercial Insurance, Auto Claims, Marketing
Education
Ferris State University 2001 — 2004
Associate of Science (AS), Printing Management
Allstate Financial Services, LLC January 2009 - Present
Wikoff Color Corporation January 2005 - January 2009
Skills
Sales, Insurance, Offset Printing, Risk Management, Property & Casualty..., Commercial Insurance, Auto Claims, Marketing
Education
Ferris State University 2001 — 2004
Associate of Science (AS), Printing Management
Mark Cubic's Allstate Financial Services, LLC Experience November 2013 - Present
Job Exclusive Financial Specialist at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC November 2013 - Present
VantagePointe Financial Group JHFN November 2010 - November 2013
Wells Fargo Advisors January 2009 - November 2010
Fifth Third Bank January 2007 - January 2009
Education
Marshall University 1981 — 1983
Allstate Financial Services, LLC November 2013 - Present
VantagePointe Financial Group JHFN November 2010 - November 2013
Wells Fargo Advisors January 2009 - November 2010
Fifth Third Bank January 2007 - January 2009
Education
Marshall University 1981 — 1983
Rashawn Brown Rashawn Brown's Allstate Financial Services, LLC Experience April 2012 - January 2014
Job Financial Sales Specialist at Allstate Financial Services, LLC
Industry Financial Services
Experience
Russ Levinton State Farm Insurance December 2013 - Present
Allstate Financial Services, LLC April 2012 - January 2014
Skills
Team Leadership, Financial Services, Life & Health Insurance...
Education
Florence-Darlington Technical College
Russ Levinton State Farm Insurance December 2013 - Present
Allstate Financial Services, LLC April 2012 - January 2014
Skills
Team Leadership, Financial Services, Life & Health Insurance...
Education
Florence-Darlington Technical College
Steven Dirk's Allstate Financial Services, LLC Experience 1997 - Present
Job Agency Owner at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC 1997 - Present
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Insurance, Term Life Insurance, Retirement, Disability Insurance, Property & Casualty..., IRAs, Mutual Funds, Long-term Care, Series 63
Education
Indiana University Bloomington
Bachelor's degree, Finance, General
Allstate Financial Services, LLC 1997 - Present
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Insurance, Term Life Insurance, Retirement, Disability Insurance, Property & Casualty..., IRAs, Mutual Funds, Long-term Care, Series 63
Education
Indiana University Bloomington
Bachelor's degree, Finance, General
Jerry Dumas's Allstate Financial Services, LLC Experience July 2015 - Present
Job Financial Specialist at Allstate Financial Services, LLC
Industry Investment Management
Experience
Allstate Financial Services, LLC July 2015 - Present
Sorrento Pacific Financial, LLC December 2014 - April 2015
Capital One February 2013 - October 2014
Dumas Investments and Insurance October 2010 - February 2013
Dumas Investments and Insurance October 2010 - February 2013
Retiement and Estate Planning October 2010 - February 2013
AFS,LLC January 2010 - February 2013
JPMorgan Chase January 2006 - June 2010
JPMorgan Chase 2008 - 2008
2003-2006CUNA Group July 2003 - October 2006
Skills
Investments, Financial Planning, Retirement, Retirement Planning, Annuities, Insurance, Series 7, Wealth Management, Estate Planning, Asset Allocation, Investment Advisory, Fixed Annuities, Strategic Financial..., IRAs, Mutual Funds, Series 63, Finance, Portfolio Management, Securities, Alternative Investments, Financial Advisory, Asset Management, Pensions, Equities, Life Insurance, Financial Services
Education
College of Financial Planning 1993 — 1993
CFP, Financial Planning and Services
College of Financial Planning 1992 — 1993
CFP
American College Bryn
ChFC
American College Bryn
ChFC, Financial Planning and Services
American Studies
§ American Studies
Chaminade High School 1969 — 1973
HS Diploma
Hofstra University
Hofstra University
Hofstra University
Allstate Financial Services, LLC July 2015 - Present
Sorrento Pacific Financial, LLC December 2014 - April 2015
Capital One February 2013 - October 2014
Dumas Investments and Insurance October 2010 - February 2013
Dumas Investments and Insurance October 2010 - February 2013
Retiement and Estate Planning October 2010 - February 2013
AFS,LLC January 2010 - February 2013
JPMorgan Chase January 2006 - June 2010
JPMorgan Chase 2008 - 2008
2003-2006CUNA Group July 2003 - October 2006
Skills
Investments, Financial Planning, Retirement, Retirement Planning, Annuities, Insurance, Series 7, Wealth Management, Estate Planning, Asset Allocation, Investment Advisory, Fixed Annuities, Strategic Financial..., IRAs, Mutual Funds, Series 63, Finance, Portfolio Management, Securities, Alternative Investments, Financial Advisory, Asset Management, Pensions, Equities, Life Insurance, Financial Services
Education
College of Financial Planning 1993 — 1993
CFP, Financial Planning and Services
College of Financial Planning 1992 — 1993
CFP
American College Bryn
ChFC
American College Bryn
ChFC, Financial Planning and Services
American Studies
§ American Studies
Chaminade High School 1969 — 1973
HS Diploma
Hofstra University
Hofstra University
Hofstra University
Mark Menahem's Allstate Financial Services, LLC Experience September 2014 - Present
Job Financial Services
Industry Financial Services
Experience
Allstate Financial Services, LLC September 2014 - Present
Western & Southern Life November 2006 - July 2014
Skills
Series 6, Fixed Annuities, Insurance, Disability Insurance, Retirement, Life Insurance, Retirement Planning, Employee Benefits, Long-term Care, Term Life Insurance, 401k, IRAs, Long Term Care Insurance, Critical Illness, Health Insurance, Mutual Funds, Financial Planners
Education
Lynn University 2005 — 2006
MBA, Finance
Lynn University 2001 — 2005
B.S.B.A, Finance, Accounting, Economics, Management
Allstate Financial Services, LLC September 2014 - Present
Western & Southern Life November 2006 - July 2014
Skills
Series 6, Fixed Annuities, Insurance, Disability Insurance, Retirement, Life Insurance, Retirement Planning, Employee Benefits, Long-term Care, Term Life Insurance, 401k, IRAs, Long Term Care Insurance, Critical Illness, Health Insurance, Mutual Funds, Financial Planners
Education
Lynn University 2005 — 2006
MBA, Finance
Lynn University 2001 — 2005
B.S.B.A, Finance, Accounting, Economics, Management
Michelle Fletcher Michelle Fletcher's Allstate Financial Services, LLC Experience February 2012 - August 2013
Job Office Manager at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance August 2013 - Present
Allstate Financial Services, LLC February 2012 - August 2013
Tucker-Franklin Insurance Group February 2011 - February 2012
Skills
Property & Casualty..., Commercial Insurance, Life Insurance, Term Life Insurance, Insurance, Homeowners, Health Insurance, General Insurance, Umbrella Insurance, Employee Benefits, Liability, Disability Insurance, Underwriting, Customer Service
Education
J Sargeant Reynolds Community College 2008 — 2013
Associate's degree, Business Administration and Management, General
Farmers Insurance August 2013 - Present
Allstate Financial Services, LLC February 2012 - August 2013
Tucker-Franklin Insurance Group February 2011 - February 2012
Skills
Property & Casualty..., Commercial Insurance, Life Insurance, Term Life Insurance, Insurance, Homeowners, Health Insurance, General Insurance, Umbrella Insurance, Employee Benefits, Liability, Disability Insurance, Underwriting, Customer Service
Education
J Sargeant Reynolds Community College 2008 — 2013
Associate's degree, Business Administration and Management, General
David Prejna David Prejna's Allstate Financial Services, LLC Experience May 2012 - Present
Job Claim Service Manager at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC May 2012 - Present
Education
Drake University 1979 — 1983
Finance
Allstate Financial Services, LLC May 2012 - Present
Education
Drake University 1979 — 1983
Finance
Clay Dennis Clay Dennis's Allstate Financial Services, LLC Experience May 2008 - Present
Job Sales Staff at Allstate Insurance
Industry Financial Services
Experience
MCD Services 2012 - Present
Allstate Financial Services, LLC May 2008 - Present
Five Loaves Deli August 2010 - July 2011
Lowe's Home Improvement January 2010 - August 2010
Grand Station Entertainment January 2008 - May 2008
Skills
Fire Service, Management, Sales, Customer Service, Microsoft Office, Food & Beverage, Life Insurance, Property & Casualty..., Commercial Insurance, Construction, Agricultural Policy, Agricultural Marketing, Sustainable Agriculture, Firefighting, EMS, Home Improvement, Cashiering
Education
Sam Houston State University 2010 — 2014
Bachelor of Science (BS), Agricultural Business
Lamar University 2008 — 2010
MCD Services 2012 - Present
Allstate Financial Services, LLC May 2008 - Present
Five Loaves Deli August 2010 - July 2011
Lowe's Home Improvement January 2010 - August 2010
Grand Station Entertainment January 2008 - May 2008
Skills
Fire Service, Management, Sales, Customer Service, Microsoft Office, Food & Beverage, Life Insurance, Property & Casualty..., Commercial Insurance, Construction, Agricultural Policy, Agricultural Marketing, Sustainable Agriculture, Firefighting, EMS, Home Improvement, Cashiering
Education
Sam Houston State University 2010 — 2014
Bachelor of Science (BS), Agricultural Business
Lamar University 2008 — 2010
Dan Hertzel Dan Hertzel's Allstate Financial Services, LLC Experience December 1995 - Present
Job Project Analyst at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC December 1995 - Present
Education
Doane College 1994 — 1997
Bachelor's degree, Business
Allstate Financial Services, LLC December 1995 - Present
Education
Doane College 1994 — 1997
Bachelor's degree, Business
Susie, Tammy Susie, Tammy's Allstate Financial Services, LLC Experience December 2001 - December 2012
Job Human Resources at Universal Cold Storage
Industry Financial Services
Experience
Universal Cold Storage & Universal Pasteurization November 2013 - Present
Lincoln NE 2012 - Present
Allstate Financial Services LLC December 2001 - December 2012
Allstate July 2000 - December 2001
Kelly Services January 1998 - July 2000
Skills
Insurance, Recruiting, Project Management, Management, Customer Service, Team Building, Training, Coaching, Financial Services, Collaboration, Event Management, Event Planning, Change Management, Strategic Planning, Human Resources, Team Management, Performance Management, Interviews, Employee Benefits
Education
Doane College-Lincoln Grand Island and Master 2001 — 2002
No degree, Communication, General
Southeast Community College 1989 — 1991
Associates, Fashion Merchandising
Universal Cold Storage & Universal Pasteurization November 2013 - Present
Lincoln NE 2012 - Present
Allstate Financial Services LLC December 2001 - December 2012
Allstate July 2000 - December 2001
Kelly Services January 1998 - July 2000
Skills
Insurance, Recruiting, Project Management, Management, Customer Service, Team Building, Training, Coaching, Financial Services, Collaboration, Event Management, Event Planning, Change Management, Strategic Planning, Human Resources, Team Management, Performance Management, Interviews, Employee Benefits
Education
Doane College-Lincoln Grand Island and Master 2001 — 2002
No degree, Communication, General
Southeast Community College 1989 — 1991
Associates, Fashion Merchandising
Burton Brown Burton Brown's Allstate Financial Services, LLC Experience April 2014 - April 2015
Job Financial Services
Industry Financial Services
Experience
BrandBank (GA) May 2015 - Present
Allstate Financial Services, LLC April 2014 - April 2015
Woodmen of the World November 2012 - April 2014
First Command Financial Services April 2010 - November 2012
SunTrust Bank 1999 - 2009
Kroger May 1979 - April 1999
Skills
Strategic Financial..., Small Business, Estate Planning, Health Insurance, Employee Benefits, Financial Planners, Commercial Lending, Long Term Care Insurance, Underwriting, Mortgage Lending, Property, Loan Origination, Wealth, Credit Analysis, Cash Management, Series 65, Wealth Management..., Sales, Financial Goals, Pensions, Bonds, Liability, Income Protection, Finance, Credit, Retirement Planning, Life, Series 6, Series 63, Disability Insurance, Financial Services
Education
Georgia State University 1983 — 1986
B.A., Management
Gainesville State College 1980 — 1982
A.A., Business Administration
BrandBank (GA) May 2015 - Present
Allstate Financial Services, LLC April 2014 - April 2015
Woodmen of the World November 2012 - April 2014
First Command Financial Services April 2010 - November 2012
SunTrust Bank 1999 - 2009
Kroger May 1979 - April 1999
Skills
Strategic Financial..., Small Business, Estate Planning, Health Insurance, Employee Benefits, Financial Planners, Commercial Lending, Long Term Care Insurance, Underwriting, Mortgage Lending, Property, Loan Origination, Wealth, Credit Analysis, Cash Management, Series 65, Wealth Management..., Sales, Financial Goals, Pensions, Bonds, Liability, Income Protection, Finance, Credit, Retirement Planning, Life, Series 6, Series 63, Disability Insurance, Financial Services
Education
Georgia State University 1983 — 1986
B.A., Management
Gainesville State College 1980 — 1982
A.A., Business Administration
Steve Sherman Steve Sherman's Allstate Financial Services, LLC Experience November 1977 - Present
Job Agency Owner at Allstate
Industry Insurance
Experience
Allstate Financial Services, LLC November 1977 - Present
The Church of Jesus Christ of Latter-day Saints January 1982 - Present
BSA 1985 - Present
B F Goodrich February 1970 - November 1977
US Navy August 1969 - April 1974
Pup N Taco 1967 - 1969
Skills
Property & Casualty..., Investments, Commercial Insurance, Life Insurance, Business Development, Sales, Insurance, Fixed Annuities, Term Life Insurance, Strategic Planning, Budgets, Customer Service, Sales Management, Leadership, Business Strategy, Microsoft Office, Disability Insurance, Health Insurance, Team Building, Process Improvement, Marketing, Management, Microsoft Excel, Training, Microsoft Word, Leadership Development, Public Speaking, Long-term Care, Account Management, Variable Annuities, Supplemental Health..., Obamacare (Affordable..., Automobile Insurance, Home Insurance, Renters Insurance, Condo Insurance, Motorcyle Insurance, Boat Insurance, Jet Ski and Seadoo..., Recreation Vehicle..., Emergency Preparedness, Emergency Communications, Developmental..., Regional Center serving..., Amazing Kids Foundation, Missionary Preparation, Risk Management, Retirement, Retirement Planning, Strategic Financial...
Education
Long Beach City College 1970 — 1973
Associates in Business and Associates in Science, Engineering and Computer Science
Lakewood High School
Allstate Financial Services, LLC November 1977 - Present
The Church of Jesus Christ of Latter-day Saints January 1982 - Present
BSA 1985 - Present
B F Goodrich February 1970 - November 1977
US Navy August 1969 - April 1974
Pup N Taco 1967 - 1969
Skills
Property & Casualty..., Investments, Commercial Insurance, Life Insurance, Business Development, Sales, Insurance, Fixed Annuities, Term Life Insurance, Strategic Planning, Budgets, Customer Service, Sales Management, Leadership, Business Strategy, Microsoft Office, Disability Insurance, Health Insurance, Team Building, Process Improvement, Marketing, Management, Microsoft Excel, Training, Microsoft Word, Leadership Development, Public Speaking, Long-term Care, Account Management, Variable Annuities, Supplemental Health..., Obamacare (Affordable..., Automobile Insurance, Home Insurance, Renters Insurance, Condo Insurance, Motorcyle Insurance, Boat Insurance, Jet Ski and Seadoo..., Recreation Vehicle..., Emergency Preparedness, Emergency Communications, Developmental..., Regional Center serving..., Amazing Kids Foundation, Missionary Preparation, Risk Management, Retirement, Retirement Planning, Strategic Financial...
Education
Long Beach City College 1970 — 1973
Associates in Business and Associates in Science, Engineering and Computer Science
Lakewood High School
Dennis Kaiser's Allstate Financial Services, LLC Experience January 2008 - May 2008
Job Vice President, Regional Sales Manager at Prudential Annuities
Industry Financial Services
Experience
Prudential Financial May 2008 - Present
Allstate Financial Services, LLC January 2008 - May 2008
Lincoln Financial Distributors January 2006 - December 2007
PLANCO 2002 - 2006
US Bancorp Piper Jaffray 2000 - 2002
Prudential Securities 1997 - 2000
Time-Life Libraries 1991 - 1997
Skills
Series 63, Fixed Annuities, Mutual Funds, Series 7, Variable Annuities, Retirement Planning, Retirement, 401k, FINRA, Investments, Wealth Management, Financial Advisory, Alternative Investments, Financial Services, IRAs, Insurance, Investment Advisory, Marketing, Sales, Securities, Series 6
Education
Loyola University New Orleans 1985 — 1989
BA, Political Science
H.B. Plant HS, Tampa, FL 1982 — 1985
Prudential Financial May 2008 - Present
Allstate Financial Services, LLC January 2008 - May 2008
Lincoln Financial Distributors January 2006 - December 2007
PLANCO 2002 - 2006
US Bancorp Piper Jaffray 2000 - 2002
Prudential Securities 1997 - 2000
Time-Life Libraries 1991 - 1997
Skills
Series 63, Fixed Annuities, Mutual Funds, Series 7, Variable Annuities, Retirement Planning, Retirement, 401k, FINRA, Investments, Wealth Management, Financial Advisory, Alternative Investments, Financial Services, IRAs, Insurance, Investment Advisory, Marketing, Sales, Securities, Series 6
Education
Loyola University New Orleans 1985 — 1989
BA, Political Science
H.B. Plant HS, Tampa, FL 1982 — 1985
Robert Massaro Robert Massaro's Allstate Financial Services, LLC Experience November 2013 - June 2014
Job Financial Specialist at Western & Southern Financial Group
Industry Financial Services
Experience
Western & Southern Financial Group June 2014 - Present
Allstate Financial Services, LLC November 2013 - June 2014
PNC 2009 - June 2013
Skills
Banking, Credit, Financial Analysis, Loans, Strategic Planning, Sales Management, Risk Management, Customer Service, New Business Development, Commercial Lending, Microsoft Office, Microsoft Excel, Public Speaking, Investments, Wealth Management, Management, Project Management, Program Management, Analysis, Small Business Lending, Relationship Management, Time Management, Fundraising, Leadership, Insurance, Data Analysis, Finance, Financial Services, Financial Planning, Retirement Planning, Employee Benefits, Life Insurance, Portfolio Management, Strategy, Mutual Funds, Team Building, Mortgage Lending, Marketing, Small Business, Retirement, Process Improvement, Sales, Retail Banking, Start-ups, Estate Planning, Financial Advisory, Disability Insurance
Education
Indiana University of Pennsylvania
Master of Business Administration (MBA), Fianace, Accounting, Strategic Operations Management, MIS
University of Pittsburgh
Bachelor's degree, Ecomonics, Business, Accounting, Computer Science
Western & Southern Financial Group June 2014 - Present
Allstate Financial Services, LLC November 2013 - June 2014
PNC 2009 - June 2013
Skills
Banking, Credit, Financial Analysis, Loans, Strategic Planning, Sales Management, Risk Management, Customer Service, New Business Development, Commercial Lending, Microsoft Office, Microsoft Excel, Public Speaking, Investments, Wealth Management, Management, Project Management, Program Management, Analysis, Small Business Lending, Relationship Management, Time Management, Fundraising, Leadership, Insurance, Data Analysis, Finance, Financial Services, Financial Planning, Retirement Planning, Employee Benefits, Life Insurance, Portfolio Management, Strategy, Mutual Funds, Team Building, Mortgage Lending, Marketing, Small Business, Retirement, Process Improvement, Sales, Retail Banking, Start-ups, Estate Planning, Financial Advisory, Disability Insurance
Education
Indiana University of Pennsylvania
Master of Business Administration (MBA), Fianace, Accounting, Strategic Operations Management, MIS
University of Pittsburgh
Bachelor's degree, Ecomonics, Business, Accounting, Computer Science
Graham Wojtas Graham Wojtas's Allstate Financial Services, LLC Experience June 2011 - July 2011
Job Marketing Executive at Sharon Wojtas Agency, LLC (Farm Bureau Insurance)
Industry
Experience
Sharon Wojtas Agency, LLC (Farm Bureau Insurance) December 2013 - Present
The Index October 2014 - Present
GGB Bearing Technology June 2014 - August 2014
Kalamazoo College May 2013 - June 2014
Student Commission at Kalamazoo College September 2012 - June 2014
Circle Y Ranch July 2013 - August 2013
Aeropostale July 2010 - January 2013
Allstate Financial Services, LLC June 2011 - July 2011
Skills
Licensed to Sell..., Leadership, Microsoft Excel, Teamwork, Customer Satisfaction, Cash Register, Retail, Microsoft Office, Communication, Microsoft Word
Education
Kalamazoo College 2012 — 2016
Economics
Sharon Wojtas Agency, LLC (Farm Bureau Insurance) December 2013 - Present
The Index October 2014 - Present
GGB Bearing Technology June 2014 - August 2014
Kalamazoo College May 2013 - June 2014
Student Commission at Kalamazoo College September 2012 - June 2014
Circle Y Ranch July 2013 - August 2013
Aeropostale July 2010 - January 2013
Allstate Financial Services, LLC June 2011 - July 2011
Skills
Licensed to Sell..., Leadership, Microsoft Excel, Teamwork, Customer Satisfaction, Cash Register, Retail, Microsoft Office, Communication, Microsoft Word
Education
Kalamazoo College 2012 — 2016
Economics
Andre Clark's Allstate Financial Services, LLC Experience September 2011 - December 2013
Job Agency Process Specialist at Allstate Insurance Company
Industry Insurance
Experience
Allstate May 2013 - Present
Allstate Financial Services, LLC September 2011 - December 2013
Allstate November 2010 - September 2011
Allstate May 2009 - November 2010
Capco Sports Wear February 2008 - May 2009
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Consulting, Business Strategy, Education, Recruiting, Customer Satisfaction, Insurance, Leadership, Life Insurance, General Insurance, Sales, Training, Sales Management, Customer Retention, Commercial Insurance, Health Insurance, Underwriting, Employee Benefits, Team Building, Property & Casualty..., Management, Casualty Insurance, Marketing, Term Life Insurance, Umbrella Insurance
Education
The University of Texas at San Antonio 2014 — 2015
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Elgin Community College 2005 — 2008
Associate of Arts (A.A.), Industrial and Organizational Psychology
Allstate May 2013 - Present
Allstate Financial Services, LLC September 2011 - December 2013
Allstate November 2010 - September 2011
Allstate May 2009 - November 2010
Capco Sports Wear February 2008 - May 2009
Skills
Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Consulting, Business Strategy, Education, Recruiting, Customer Satisfaction, Insurance, Leadership, Life Insurance, General Insurance, Sales, Training, Sales Management, Customer Retention, Commercial Insurance, Health Insurance, Underwriting, Employee Benefits, Team Building, Property & Casualty..., Management, Casualty Insurance, Marketing, Term Life Insurance, Umbrella Insurance
Education
The University of Texas at San Antonio 2014 — 2015
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Elgin Community College 2005 — 2008
Associate of Arts (A.A.), Industrial and Organizational Psychology
Robert Horstman Robert Horstman's Allstate Financial Services, LLC Experience May 2011 - April 2014
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF August 2015 - Present
VLP Financial Advisors April 2014 - Present
Allstate Financial Services, LLC May 2011 - April 2014
MassMutual Financial Group May 2010 - May 2011
Skills
Investment Advisory, Financial Advisory, Independent Financial..., Retirement Planning, 401k, 401k Rollovers, IRAs, Wealth Management, Wealth Accumulation, Succession Planning, Investment Strategies, Retirement, Estate Planning, College Savings Plans, Life Insurance, Disability Insurance, Long Term Care Insurance, Buy-sell Agreements, Finance, Financial Services, Series 7, Mutual Funds, Roth IRA, Asset Allocation, Long-term Care, Series 65, Key Employee Benefits
Education
George Mason University 2014 — 2016
Certified Financial Planner Certificate Program, Financial Planning
James Madison University 2006 — 2010
Bachelor of Business Administration (BBA), Finance and Financial Management Services
TIAA-CREF August 2015 - Present
VLP Financial Advisors April 2014 - Present
Allstate Financial Services, LLC May 2011 - April 2014
MassMutual Financial Group May 2010 - May 2011
Skills
Investment Advisory, Financial Advisory, Independent Financial..., Retirement Planning, 401k, 401k Rollovers, IRAs, Wealth Management, Wealth Accumulation, Succession Planning, Investment Strategies, Retirement, Estate Planning, College Savings Plans, Life Insurance, Disability Insurance, Long Term Care Insurance, Buy-sell Agreements, Finance, Financial Services, Series 7, Mutual Funds, Roth IRA, Asset Allocation, Long-term Care, Series 65, Key Employee Benefits
Education
George Mason University 2014 — 2016
Certified Financial Planner Certificate Program, Financial Planning
James Madison University 2006 — 2010
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Brian Hickman Brian Hickman's Allstate Financial Services, LLC Experience November 1999 - Present
Job Agency owner at Allstate Insurance Co.
Industry Insurance
Experience
Wolverine Machine Products July 2013 - Present
Allstate Financial Services, LLC November 1999 - Present
Land Baron's Inc April 1990 - November 1999
Skills
Growing Businesses, Problem Solving, Team Building/Leadership, Insurance, Long-term Care, Fixed Annuities, Term Life Insurance, IRAs
Education
University of Michigan 1987 — 1989
Eastern Michigan University 1984 — 1989
BSSW, Social Work
Wolverine Machine Products July 2013 - Present
Allstate Financial Services, LLC November 1999 - Present
Land Baron's Inc April 1990 - November 1999
Skills
Growing Businesses, Problem Solving, Team Building/Leadership, Insurance, Long-term Care, Fixed Annuities, Term Life Insurance, IRAs
Education
University of Michigan 1987 — 1989
Eastern Michigan University 1984 — 1989
BSSW, Social Work
Channing Hindel Channing Hindel's Allstate Financial Services, LLC Experience April 2015 - Present
Job Life Insurance, Guaranteed Income Strategies, Long Term Care, Group Benefits, Disability Protection
Industry Financial Services
Experience
Allstate Financial Services, LLC April 2015 - Present
Centric Financial Group, LLC, a general agency with the companies of OneAmerica February 2013 - April 2015
HH Gregg October 2010 - February 2013
Warehouse Steak & Stein January 2010 - October 2010
Education
Kent State University 2005 — 2010
Communication, Journalism, and Related Programs
Valparaiso University 2004 — 2005
History
Allstate Financial Services, LLC April 2015 - Present
Centric Financial Group, LLC, a general agency with the companies of OneAmerica February 2013 - April 2015
HH Gregg October 2010 - February 2013
Warehouse Steak & Stein January 2010 - October 2010
Education
Kent State University 2005 — 2010
Communication, Journalism, and Related Programs
Valparaiso University 2004 — 2005
History
Luis G. Gonzalez, AIF®, CRPC®'s Allstate Financial Services, LLC Experience May 2011 - May 2013
Job Regional Director at LPL Financial
Industry Financial Services
Experience
LPL Financial May 2013 - Present
Allstate Financial Services, LLC May 2011 - May 2013
Edward Jones 2009 - 2011
Administaff 2007 - 2009
Liberty Mutual Insurance 2005 - 2007
Pacesetter Corporation 2001 - 2005
Skills
Skilled Sales..., Marketing, Internet Strategy, Sales Operations, Sales Management, Operations Management, Marksmanship, Parent Education, Strategic Financial..., Financial Analysis, Finance, Small Business, Marketing Strategy, Negotiation, Strategic Planning, Insurance, Financial Services, Contract Negotiation, Public Speaking, Cold Calling, Account Management, New Business Development, Lead Generation, Social Networking, Coaching, Estate Planning, Leadership, Banking, Management, Strategy, Investments, Sales, Retirement, Business Strategy, Financial Advisory, Fixed Annuities, Series 7, IRAs, Securities, Life Insurance, Mutual Funds, Risk Management, Disability Insurance, Long Term Care Insurance, Term Life Insurance
Education
Duquesne University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Global Marketing/ Finance
La Universidad Interamericana de Puerto Rico 1996 — 1998
Baldwin School of Puerto Rico 1986 — 1995
LPL Financial May 2013 - Present
Allstate Financial Services, LLC May 2011 - May 2013
Edward Jones 2009 - 2011
Administaff 2007 - 2009
Liberty Mutual Insurance 2005 - 2007
Pacesetter Corporation 2001 - 2005
Skills
Skilled Sales..., Marketing, Internet Strategy, Sales Operations, Sales Management, Operations Management, Marksmanship, Parent Education, Strategic Financial..., Financial Analysis, Finance, Small Business, Marketing Strategy, Negotiation, Strategic Planning, Insurance, Financial Services, Contract Negotiation, Public Speaking, Cold Calling, Account Management, New Business Development, Lead Generation, Social Networking, Coaching, Estate Planning, Leadership, Banking, Management, Strategy, Investments, Sales, Retirement, Business Strategy, Financial Advisory, Fixed Annuities, Series 7, IRAs, Securities, Life Insurance, Mutual Funds, Risk Management, Disability Insurance, Long Term Care Insurance, Term Life Insurance
Education
Duquesne University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Global Marketing/ Finance
La Universidad Interamericana de Puerto Rico 1996 — 1998
Baldwin School of Puerto Rico 1986 — 1995
David M. Hankin David M. Hankin's Allstate Financial Services, LLC Experience December 2012 - Present
Job Insurance | Employee Benefits | Financial Services
Industry Insurance
Experience
Allstate Financial Services, LLC December 2012 - Present
D.M. Hankin & Associates, LLC February 2007 - Present
United Healthcare March 2005 - February 2007
Neighborhood Health Partnership February 2001 - March 2005
Skills
Health Savings Accounts, Health Plans, Group Benefits, Group Health, Health Insurance, Term Life Insurance, Whole Life, Employee Benefits, Annuities, Disability Insurance, Insurance, Benefits, Life Insurance, Long-term Care, Critical Illness, Long Term Care Insurance, Accident, Benefits Administration, Universal Life, 401k, Retirement, Group Insurance, Retirement Planning, Life, Health Care Reform, Voluntary Employee..., Brokers
Education
Florida International University
Allstate Financial Services, LLC December 2012 - Present
D.M. Hankin & Associates, LLC February 2007 - Present
United Healthcare March 2005 - February 2007
Neighborhood Health Partnership February 2001 - March 2005
Skills
Health Savings Accounts, Health Plans, Group Benefits, Group Health, Health Insurance, Term Life Insurance, Whole Life, Employee Benefits, Annuities, Disability Insurance, Insurance, Benefits, Life Insurance, Long-term Care, Critical Illness, Long Term Care Insurance, Accident, Benefits Administration, Universal Life, 401k, Retirement, Group Insurance, Retirement Planning, Life, Health Care Reform, Voluntary Employee..., Brokers
Education
Florida International University
Laura Mayfield Laura Mayfield's Allstate Financial Services, LLC Experience June 2013 - Present
Job Licensed Sales Producer at Allstate Insurance
Industry Insurance
Experience
Allstate Financial Services, LLC June 2013 - Present
Gregory Toelle, CPA, PC December 2014 - June 2015
Lutheran High School June 2010 - August 2012
Kerasotes Theaters 2008 - 2009
Skills
Customer Service, Customer Satisfaction, Communication, Training, Term Life Insurance, General Insurance, Life Insurance, Health Insurance, Insurance, Sales, Property, Commercial Insurance, Casualty Insurance, Team Building, Disability Insurance, Long-term Care, Liability, Microsoft Office, Umbrella Insurance, Employee Benefits, Fixed Annuities
Education
University of Illinois Springfield 2012 — 2014
Bachelor's Degree, Business Administration and Management, General
Lincoln Land Community College 2010 — 2012
Associate of Arts (AA), Early Childhood Education and Teaching
Allstate Financial Services, LLC June 2013 - Present
Gregory Toelle, CPA, PC December 2014 - June 2015
Lutheran High School June 2010 - August 2012
Kerasotes Theaters 2008 - 2009
Skills
Customer Service, Customer Satisfaction, Communication, Training, Term Life Insurance, General Insurance, Life Insurance, Health Insurance, Insurance, Sales, Property, Commercial Insurance, Casualty Insurance, Team Building, Disability Insurance, Long-term Care, Liability, Microsoft Office, Umbrella Insurance, Employee Benefits, Fixed Annuities
Education
University of Illinois Springfield 2012 — 2014
Bachelor's Degree, Business Administration and Management, General
Lincoln Land Community College 2010 — 2012
Associate of Arts (AA), Early Childhood Education and Teaching
Angie Temple Angie Temple's Allstate Financial Services, LLC Experience 2013 - 2014
Job Global Sales Enablement
Industry Insurance
Experience
Applied Systems May 2014 - Present
Eastern Iowa Community College 2003 - Present
Chatham University 2008 - January 2015
Ashford University June 2007 - July 2014
Allstate Financial Services, LLC 2013 - 2014
Angie Temple State Farm 2012 - 2014
Temple Investments LLC dba Vista Grande 2009 - 2013
U.S. Army TACOM LCMC 2008 - 2009
U.S. Army TACOM LCMC 2003 - 2008
Skills
Leadership, Training, Team Building, Leadership Development, Editing, Public Speaking, Coaching, Solution Selling, Teaching, Technical Writing, Team Leadership, Nonprofits, Event Planning, Instructional Design, Staff Development, Project Management, Strategic Communications, Business Strategy, Strategic Leadership, Business Process..., Logistics Management, Sales Enablement, Sales Process, Problem Solving, Training Delivery, New Business Development, Business Development
Education
St. Ambrose University 2005 — 2007
Masters, Organizational Leadership
Portland State University 2002 — 2003
Masters, Writing
Eastern Oregon University 2000 — 2002
Bachelors, Liberal Studies
Applied Systems May 2014 - Present
Eastern Iowa Community College 2003 - Present
Chatham University 2008 - January 2015
Ashford University June 2007 - July 2014
Allstate Financial Services, LLC 2013 - 2014
Angie Temple State Farm 2012 - 2014
Temple Investments LLC dba Vista Grande 2009 - 2013
U.S. Army TACOM LCMC 2008 - 2009
U.S. Army TACOM LCMC 2003 - 2008
Skills
Leadership, Training, Team Building, Leadership Development, Editing, Public Speaking, Coaching, Solution Selling, Teaching, Technical Writing, Team Leadership, Nonprofits, Event Planning, Instructional Design, Staff Development, Project Management, Strategic Communications, Business Strategy, Strategic Leadership, Business Process..., Logistics Management, Sales Enablement, Sales Process, Problem Solving, Training Delivery, New Business Development, Business Development
Education
St. Ambrose University 2005 — 2007
Masters, Organizational Leadership
Portland State University 2002 — 2003
Masters, Writing
Eastern Oregon University 2000 — 2002
Bachelors, Liberal Studies
Nicole Banks's Allstate Financial Services, LLC Experience March 2001 - March 2002
Job Asset Management Leader Compucom Systems Inc. at SABIC Innovative Plastics
Industry Plastics
Experience
SABIC Innovative Plastics February 2007 - Present
First Health May 2005 - January 2007
Allstate Financial Services, LLC March 2001 - March 2002
Skills
Program Management, Change Management, XP, Microsoft Office, Troubleshooting, Inventory Management, Project Management, Pay Close Attention to..., Microsoft Excel, Strategic Planning, Organized self-starter, SAP, Process Improvement, Process Engineering, Logistics, Six Sigma, Operations Management, Manufacturing, Project Planning, Continuous Improvement, Lean Manufacturing, ERP, Leadership, Plastics, Windows XP
Education
Kaplan University-Davenport Campus 2014 — 2016
Applied Science in Information Technology, Information Technology
SABIC Innovative Plastics February 2007 - Present
First Health May 2005 - January 2007
Allstate Financial Services, LLC March 2001 - March 2002
Skills
Program Management, Change Management, XP, Microsoft Office, Troubleshooting, Inventory Management, Project Management, Pay Close Attention to..., Microsoft Excel, Strategic Planning, Organized self-starter, SAP, Process Improvement, Process Engineering, Logistics, Six Sigma, Operations Management, Manufacturing, Project Planning, Continuous Improvement, Lean Manufacturing, ERP, Leadership, Plastics, Windows XP
Education
Kaplan University-Davenport Campus 2014 — 2016
Applied Science in Information Technology, Information Technology
Kent Bond Kent Bond's Allstate Financial Services, LLC Experience June 2010 - Present
Job Personal Financial Representative, Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC June 2010 - Present
Skills
Retirement Planning, Fixed Annuities, Securities, Disability Insurance, Health Insurance, Customer Service, Financial Analysis, Mutual Funds, Life Insurance, Variable Annuities, Retirement, Wealth Management, Investments, Estate Planning, Series 7, Series 63, Financial Services, Microsoft Excel, Term Life Insurance, Strategic Financial..., Risk Management, Marketing, Insurance, Investment Strategies, Long-term Care, Team Building, Finance, Series 6
Education
James Madison University 1974 — 1978
BA, Political Science
Allstate Financial Services, LLC June 2010 - Present
Skills
Retirement Planning, Fixed Annuities, Securities, Disability Insurance, Health Insurance, Customer Service, Financial Analysis, Mutual Funds, Life Insurance, Variable Annuities, Retirement, Wealth Management, Investments, Estate Planning, Series 7, Series 63, Financial Services, Microsoft Excel, Term Life Insurance, Strategic Financial..., Risk Management, Marketing, Insurance, Investment Strategies, Long-term Care, Team Building, Finance, Series 6
Education
James Madison University 1974 — 1978
BA, Political Science
Jake Medlock's Allstate Financial Services, LLC Experience September 2014 - September 2015
Job Seeking a great opportunity in the Spokane, WA area
Industry Medical Devices
Experience
Sophie's Sluggers Foundation May 2011 - Present
Allstate Financial Services, LLC September 2014 - September 2015
Phonak February 2014 - October 2014
Bausch + Lomb January 2012 - February 2014
Philips Health Systems December 2008 - January 2012
Skills
Sales, Marketing, Account Management, New Business Development, Leadership, Sales Operations, Direct Sales, Sales Management, Sales Process, Management, Life Insurance, Retirement Planning, Fixed Annuities, Strategic Planning
Education
George Fox University 2000 — 2002
Bachelor of Arts (B.A.), Communications
Sophie's Sluggers Foundation May 2011 - Present
Allstate Financial Services, LLC September 2014 - September 2015
Phonak February 2014 - October 2014
Bausch + Lomb January 2012 - February 2014
Philips Health Systems December 2008 - January 2012
Skills
Sales, Marketing, Account Management, New Business Development, Leadership, Sales Operations, Direct Sales, Sales Management, Sales Process, Management, Life Insurance, Retirement Planning, Fixed Annuities, Strategic Planning
Education
George Fox University 2000 — 2002
Bachelor of Arts (B.A.), Communications
Ammy Archer's Allstate Financial Services, LLC Experience July 2014 - Present
Job Rental Coordinator at Allstate Financial Services, LLC
Industry Veterinary
Experience
Allstate Financial Services, LLC July 2014 - Present
Allstate Financial Services, LLC February 2014 - Present
VCA Animal Hospitals April 2011 - February 2014
Downtown Dogs, Minneapolis MN April 2010 - April 2011
Boston Scientific July 2007 - August 2008
Super America April 2006 - July 2007
Mr. Movies March 2005 - April 2006
Skills
Dogs, Animal Behavior, Pets, Animal Welfare, Customer Service, Administrative..., Data Entry, Multi-line Phone, Microsoft Office, Animal Work, Microsoft Word, PowerPoint, Outlook, Microsoft Excel, Inventory Management, Management, Retail, Telephone Skills
Education
Metropolitan State University 2012 — 2013
Normandale Community College 2008 — 2012
Associate of Arts, Liberal Arts
Allstate Financial Services, LLC July 2014 - Present
Allstate Financial Services, LLC February 2014 - Present
VCA Animal Hospitals April 2011 - February 2014
Downtown Dogs, Minneapolis MN April 2010 - April 2011
Boston Scientific July 2007 - August 2008
Super America April 2006 - July 2007
Mr. Movies March 2005 - April 2006
Skills
Dogs, Animal Behavior, Pets, Animal Welfare, Customer Service, Administrative..., Data Entry, Multi-line Phone, Microsoft Office, Animal Work, Microsoft Word, PowerPoint, Outlook, Microsoft Excel, Inventory Management, Management, Retail, Telephone Skills
Education
Metropolitan State University 2012 — 2013
Normandale Community College 2008 — 2012
Associate of Arts, Liberal Arts
Kathy Wesolowski's Allstate Financial Services, LLC Experience July 2006 - April 2011
Job Marketing Program Manager Allstate Insurance Company
Industry Insurance
Experience
Allstate July 2014 - Present
Allstate April 2011 - July 2014
Allstate Financial Services, LLC July 2006 - April 2011
Genworth Financial June 2004 - June 2006
Hassett Air Express June 1998 - June 2004
Skills
Marketing, Marketing Strategy, Marketing Communications, Strategic Thinking, Relationship Management, Leadership, Insurance, Social Media Marketing, Direct Marketing, B2B Marketing, Integrated Marketing, Product Marketing, Sales Presentations, Market Research, Strategic Communications, Project Management, Management, Consumer Insight, Digital Marketing..., Product Launch, Business Strategy, Print Ads, Digital Strategy, Integration, Presentation Development, Presentation Design, Written & Oral..., Webinar Development, Webinars, B2B, Digital Marketing, Sales, Communication Skills, Marketing Research, Strategic Partnerships, Corporate Communications, Cross-functional Team..., Customer Insight, Positioning, Internal Communications, Strategic Planning, Customer Service, Life Insurance, Account Management, Strategy, Social Media, Advertising, Sales Management, Health Insurance, Team Building
Education
Indiana University - Kelley School of Business 1994 — 1998
Bachelor of Science (B.S.), Major: Management and Marketing Minor: Economics
Elmhurst College 1999 — 2001
Master of Arts (M.A.), Industrial/Organizational Psychology
Elk Grove High School 1990 — 1994
Allstate July 2014 - Present
Allstate April 2011 - July 2014
Allstate Financial Services, LLC July 2006 - April 2011
Genworth Financial June 2004 - June 2006
Hassett Air Express June 1998 - June 2004
Skills
Marketing, Marketing Strategy, Marketing Communications, Strategic Thinking, Relationship Management, Leadership, Insurance, Social Media Marketing, Direct Marketing, B2B Marketing, Integrated Marketing, Product Marketing, Sales Presentations, Market Research, Strategic Communications, Project Management, Management, Consumer Insight, Digital Marketing..., Product Launch, Business Strategy, Print Ads, Digital Strategy, Integration, Presentation Development, Presentation Design, Written & Oral..., Webinar Development, Webinars, B2B, Digital Marketing, Sales, Communication Skills, Marketing Research, Strategic Partnerships, Corporate Communications, Cross-functional Team..., Customer Insight, Positioning, Internal Communications, Strategic Planning, Customer Service, Life Insurance, Account Management, Strategy, Social Media, Advertising, Sales Management, Health Insurance, Team Building
Education
Indiana University - Kelley School of Business 1994 — 1998
Bachelor of Science (B.S.), Major: Management and Marketing Minor: Economics
Elmhurst College 1999 — 2001
Master of Arts (M.A.), Industrial/Organizational Psychology
Elk Grove High School 1990 — 1994
James Terry, MA James Terry, MA's Allstate Financial Services, LLC Experience March 1984 - January 2000
Job Manager of Consulting Services at LaMarsh Global
Industry Financial Services
Experience
LaMarsh Global April 2015 - Present
JPMorgan Chase September 2007 - April 2015
BMO Harris Bank March 2001 - July 2005
Allstate Financial Services, LLC March 1984 - January 2000
Allstate Financial Services, LLC January 1992 - January 1994
Skills
Banking, Onboarding, Training, Operations Management, Budgets, Workshop Facilitation, Change Management, Talent Management, Retail Banking, Risk Management, Strategic Planning, Human Resources, Performance Management, Customer Service, Leadership, Management, Leadership Development, Process Improvement, Organizational Design, Coaching, Organizational..., Employee Engagement, Call Centers, Financial Services
Education
North Park University 1999 — 2001
Masters of Management, Management and Finance
North Park University 1999 — 2001
Masters, Management
Grambling State University 1974 — 1984
BA, Sociology
Grambling State University
BA, Sociology
LaMarsh Global April 2015 - Present
JPMorgan Chase September 2007 - April 2015
BMO Harris Bank March 2001 - July 2005
Allstate Financial Services, LLC March 1984 - January 2000
Allstate Financial Services, LLC January 1992 - January 1994
Skills
Banking, Onboarding, Training, Operations Management, Budgets, Workshop Facilitation, Change Management, Talent Management, Retail Banking, Risk Management, Strategic Planning, Human Resources, Performance Management, Customer Service, Leadership, Management, Leadership Development, Process Improvement, Organizational Design, Coaching, Organizational..., Employee Engagement, Call Centers, Financial Services
Education
North Park University 1999 — 2001
Masters of Management, Management and Finance
North Park University 1999 — 2001
Masters, Management
Grambling State University 1974 — 1984
BA, Sociology
Grambling State University
BA, Sociology
R. Benton Penn, LUTCF's Allstate Financial Services, LLC Experience December 2014 - Present
Job Recruiter and Financial Sales Education Consultant at Allstate Life and Retirement, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC December 2014 - Present
Allstate Financial Services, LLC June 2014 - December 2014
Allstate Insurance May 2012 - June 2014
Metropolitan Life Insurance Company May 2011 - May 2012
Assurant Employee Benefits June 2010 - March 2011
Allstate Benefits November 2007 - June 2010
Allstate Benefits April 2005 - January 2008
Colonial Supplemental Insurance January 2003 - April 2005
Colonial Supplemental Insurance January 2001 - January 2003
Bush Cheney 2000 Presidential Campaign January 1999 - January 2001
Skills
Benefits Administration, Recruiting, Sales Management, Sales, Coaching, Property & Casualty..., Training Facilitation, Classroom Delivery, Field Training, Sales Operations, Marketing, New Business Development, Training, Leadership Development, Call Centers, Leadership, Employee Benefits, Account Management, Customer Service, Management, Insurance, Life Insurance, Selling, Team Building, Health Insurance, Disability Insurance, Accident, Time Management, Fixed Annuities, Program Management, Marketing Strategy, Business Planning, Cold Calling, Competitive Analysis, Term Life Insurance, Long-term Care, Health Savings Accounts, Strategic Planning, Brokers, Sales Process, Customer Retention, Small Business, Underwriting, Sales Presentations, Workers Compensation, Direct Sales, Claim, Medicare, 401k, Employee Training
Education
Mississippi State University 1985 — 1992
Bachelor, Political Science, History, Marketing
Hinds Community College 1987 — 1988
AA, Business Administration
Clinton High School 1981 — 1985
Allstate Financial Services, LLC December 2014 - Present
Allstate Financial Services, LLC June 2014 - December 2014
Allstate Insurance May 2012 - June 2014
Metropolitan Life Insurance Company May 2011 - May 2012
Assurant Employee Benefits June 2010 - March 2011
Allstate Benefits November 2007 - June 2010
Allstate Benefits April 2005 - January 2008
Colonial Supplemental Insurance January 2003 - April 2005
Colonial Supplemental Insurance January 2001 - January 2003
Bush Cheney 2000 Presidential Campaign January 1999 - January 2001
Skills
Benefits Administration, Recruiting, Sales Management, Sales, Coaching, Property & Casualty..., Training Facilitation, Classroom Delivery, Field Training, Sales Operations, Marketing, New Business Development, Training, Leadership Development, Call Centers, Leadership, Employee Benefits, Account Management, Customer Service, Management, Insurance, Life Insurance, Selling, Team Building, Health Insurance, Disability Insurance, Accident, Time Management, Fixed Annuities, Program Management, Marketing Strategy, Business Planning, Cold Calling, Competitive Analysis, Term Life Insurance, Long-term Care, Health Savings Accounts, Strategic Planning, Brokers, Sales Process, Customer Retention, Small Business, Underwriting, Sales Presentations, Workers Compensation, Direct Sales, Claim, Medicare, 401k, Employee Training
Education
Mississippi State University 1985 — 1992
Bachelor, Political Science, History, Marketing
Hinds Community College 1987 — 1988
AA, Business Administration
Clinton High School 1981 — 1985
Joseph Mastroianni Joseph Mastroianni's Allstate Financial Services, LLC Experience December 2012 - October 2014
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2014 - Present
Allstate Financial Services, LLC December 2012 - October 2014
Wells Fargo Advisors, LLC October 2011 - January 2013
Merrill Lynch September 2005 - October 2011
Bank of America March 2003 - August 2005
Skills
Retirement Income..., Financial Guidance, Asset Preservation, Special Needs Planning, Personal Pension Plans, Risk Management, Charitable Gift..., Private Foundations, Life & Health Insurance..., Long Term Care Insurance, Portfolio Management, Asset Allocation, Series 7, Retirement Planning, Financial Planning
Education
Hodges University
Bachelor's Degree, Finance and Financial Management Services
University of Central Florida
Associate's Degree, Business Administration and Management, General
Wells Fargo Advisors, LLC October 2014 - Present
Allstate Financial Services, LLC December 2012 - October 2014
Wells Fargo Advisors, LLC October 2011 - January 2013
Merrill Lynch September 2005 - October 2011
Bank of America March 2003 - August 2005
Skills
Retirement Income..., Financial Guidance, Asset Preservation, Special Needs Planning, Personal Pension Plans, Risk Management, Charitable Gift..., Private Foundations, Life & Health Insurance..., Long Term Care Insurance, Portfolio Management, Asset Allocation, Series 7, Retirement Planning, Financial Planning
Education
Hodges University
Bachelor's Degree, Finance and Financial Management Services
University of Central Florida
Associate's Degree, Business Administration and Management, General
Don Rains Don Rains's Allstate Financial Services, LLC Experience December 2011 - Present
Job Partner at Allstate InsuranceRains and Associates Insurance, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC December 2011 - Present
Allstate December 2011 - Present
Allstate Insurance-Rains and Associates Insurance, LLC December 2001 - Present
Sentate District Ten 2014 - 2014
Skills
Fixed Annuities, Insurance, Term Life Insurance, Property & Casualty..., Life Insurance, Disability Insurance, Homeowners, Leadership, Commercial Insurance, Renters, Universal Life, Strategic Planning, Customer Service, Whole Life, Public Speaking
Education
East Carolina University 1972 — 1977
Bachelor's Degree, History
East Carolina University 1972 — 1976
Bachelor's degree, History
Allstate Financial Services, LLC December 2011 - Present
Allstate December 2011 - Present
Allstate Insurance-Rains and Associates Insurance, LLC December 2001 - Present
Sentate District Ten 2014 - 2014
Skills
Fixed Annuities, Insurance, Term Life Insurance, Property & Casualty..., Life Insurance, Disability Insurance, Homeowners, Leadership, Commercial Insurance, Renters, Universal Life, Strategic Planning, Customer Service, Whole Life, Public Speaking
Education
East Carolina University 1972 — 1977
Bachelor's Degree, History
East Carolina University 1972 — 1976
Bachelor's degree, History
Tara Elias Tara Elias's Allstate Financial Services, LLC Experience June 2015 - Present
Job Licensed Insurance Agent at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC June 2015 - Present
Hannigan Insurance Agency May 2013 - January 2015
Meijer June 2010 - May 2013
Organo Gold - August 2012 - January 2013
Dollar Tree Stores June 2010 - October 2010
Produce Palace Intl September 2009 - March 2010
Skills
Microsoft Office, Social Media, Data Entry, Public Relations, Social Media Marketing, Microsoft Excel, Microsoft Word, Marketing, Market Research, Facebook, Marketing Strategy, PowerPoint, Marketing Research, Teamwork, QuickBooks, Customer Service, Social Networking
Education
Oakland University 2013 — 2016
Bachelor of Science (B.S.), Finance
Macomb Community College 2010 — 2013
Associate's degree, Marketing
Allstate Financial Services, LLC June 2015 - Present
Hannigan Insurance Agency May 2013 - January 2015
Meijer June 2010 - May 2013
Organo Gold - August 2012 - January 2013
Dollar Tree Stores June 2010 - October 2010
Produce Palace Intl September 2009 - March 2010
Skills
Microsoft Office, Social Media, Data Entry, Public Relations, Social Media Marketing, Microsoft Excel, Microsoft Word, Marketing, Market Research, Facebook, Marketing Strategy, PowerPoint, Marketing Research, Teamwork, QuickBooks, Customer Service, Social Networking
Education
Oakland University 2013 — 2016
Bachelor of Science (B.S.), Finance
Macomb Community College 2010 — 2013
Associate's degree, Marketing
Jerry L. Sparks, MSM, LUTCF, FSS, CCUFC's Allstate Financial Services, LLC Experience 2008 - 2009
Job Assistant Vice President/Branch Manager
Industry Financial Services
Experience
Regions Bank August 2015 - Present
Financial Center June 2014 - September 2015
Crane Federal Credit Union March 2013 - May 2014
First Financial Bank December 2011 - March 2013
Flagstar Bank July 2009 - December 2011
Flagstar Bank July 2009 - December 2011
Allstate Financial Services, LLC 2008 - 2009
Licensed BankerNational City Bank July 2007 - March 2008
American Family Insurance January 1998 - July 2007
American Family Insurance January 1998 - January 2007
Skills
Insurance, Investments, Customer Satisfaction, Coaching, Sales Management, Customer Relations, Mentoring, Mortgage, Customer Service, Strategic Planning, Public Speaking, Banking, Small Business, Problem Solving, New Business Development, Negotiation, Loans, Process Improvement, Risk Management, Leadership Development, Business Planning, Business Strategy, Team Leadership, Management Consulting, Training Delivery, Mortgage Lending, Team Building, Leadership, Management, Sales, Training, Business Development, Customer Retention, Marketing, Consumer Lending, Retail Banking, Small Business Lending, Networking, Public Relations, Finance, Cross Selling, Relationship Management, Mortgage Banking, Compliance, Staff Development, Staff Training, Fire Safety, Fire..., U.S. Air Force, Change Management, Underwriting
Education
Indiana Wesleyan University 2006 — 2008
Master's in Science of Management, Management, 3.84
Indiana Wesleyan University 2001 — 2005
Master's Degree, Management, 3.84
Federal Firefighter Apprentice 1984 — 1987
Journeyman Federal Firefighter, Fire Management
Franklin Central 1971 — 1974
Diploma, Business
Regions Bank August 2015 - Present
Financial Center June 2014 - September 2015
Crane Federal Credit Union March 2013 - May 2014
First Financial Bank December 2011 - March 2013
Flagstar Bank July 2009 - December 2011
Flagstar Bank July 2009 - December 2011
Allstate Financial Services, LLC 2008 - 2009
Licensed BankerNational City Bank July 2007 - March 2008
American Family Insurance January 1998 - July 2007
American Family Insurance January 1998 - January 2007
Skills
Insurance, Investments, Customer Satisfaction, Coaching, Sales Management, Customer Relations, Mentoring, Mortgage, Customer Service, Strategic Planning, Public Speaking, Banking, Small Business, Problem Solving, New Business Development, Negotiation, Loans, Process Improvement, Risk Management, Leadership Development, Business Planning, Business Strategy, Team Leadership, Management Consulting, Training Delivery, Mortgage Lending, Team Building, Leadership, Management, Sales, Training, Business Development, Customer Retention, Marketing, Consumer Lending, Retail Banking, Small Business Lending, Networking, Public Relations, Finance, Cross Selling, Relationship Management, Mortgage Banking, Compliance, Staff Development, Staff Training, Fire Safety, Fire..., U.S. Air Force, Change Management, Underwriting
Education
Indiana Wesleyan University 2006 — 2008
Master's in Science of Management, Management, 3.84
Indiana Wesleyan University 2001 — 2005
Master's Degree, Management, 3.84
Federal Firefighter Apprentice 1984 — 1987
Journeyman Federal Firefighter, Fire Management
Franklin Central 1971 — 1974
Diploma, Business
Ava Stevenson Ava Stevenson's Allstate Financial Services, LLC Experience April 2012 - June 2014
Job Personal Lines Advisor at SBIA Strategic Benefit & Insurance Advisors, LLC
Industry Financial Services
Experience
SBIA - Strategic Benefit & Insurance Advisors, LLC February 2015 - Present
Allstate Financial Services, LLC April 2012 - June 2014
Skills
Customer Service, Sales, Marketing, Property & Casualty..., Commercial Insurance, Disability Insurance, Insurance, Life Insurance, Underwriting
Education
Gulf Coast State College 2012 — 2013
Insurance
P
SBIA - Strategic Benefit & Insurance Advisors, LLC February 2015 - Present
Allstate Financial Services, LLC April 2012 - June 2014
Skills
Customer Service, Sales, Marketing, Property & Casualty..., Commercial Insurance, Disability Insurance, Insurance, Life Insurance, Underwriting
Education
Gulf Coast State College 2012 — 2013
Insurance
P
Bev Goebel Bev Goebel's Allstate Financial Services, LLC Experience July 1999 - February 2010
Job Retired at Allstate Financial Services, LLC
Industry Executive Office
Experience
Allstate Financial Services, LLC July 1999 - February 2010
Allstate Insurance Co. Bothell Regional Office July 1999 - February 2010
Skills
Customer Service, Microsoft Office, Team Building, Microsoft Excel, Marketing, Microsoft Word, Outlook, Social Media, Event Planning
Education
Everett Community College
General studies, Business Administration and Management, General
Allstate Financial Services, LLC July 1999 - February 2010
Allstate Insurance Co. Bothell Regional Office July 1999 - February 2010
Skills
Customer Service, Microsoft Office, Team Building, Microsoft Excel, Marketing, Microsoft Word, Outlook, Social Media, Event Planning
Education
Everett Community College
General studies, Business Administration and Management, General
Damequa Davis Damequa Davis's Allstate Financial Services, LLC Experience January 2010 - December 2013
Job Account Specialist at State Farm
Industry Management Consulting
Experience
STATE FARM INSURANCE AND FINANCIAL SERVICES June 2014 - Present
KMC Motorstports March 2015 - June 2015
DIRECTV March 2015 - June 2015
Chevron January 2015 - June 2015
Houston Chronicle November 2014 - June 2015
Self Storage Security January 2013 - June 2015
Papa John's International October 2014 - April 2015
Allstate Financial Services, LLC January 2010 - December 2013
International Security Agency August 2010 - October 2013
A-Affordable Insurance December 2012 - July 2013
Skills
Metal Fabrication, Sales, Customer Service, Organizational..., Window Washing, Hospitality, Office Management, Welding, Financial Services, Fitness, Fitness Training, Painting, Consultative Selling, Contract Negotiation, Contract Management, Account Management, Supervisory Skills, Data Mining, Customer Relations, Customer Retention, Keyboard Skills, 10 Key, Troubleshooting, Technical Support, Assemblies, Maintenance & Repair, Computer Proficiency, Pressure Washing, Event Management, Advertising, Marketing, Computer Hardware, computer software, Computer Application..., Problem Solving, Self-management, Self Defense, Inventory Management, Invoicing, Programming, Underwriting, Administration, Compliance Management, Analytics, Transaction Processing, Evaluations, Compilation, Interpersonal Skills, TIG Welding
Education
Houston Community College 2006 — 2008
Associates in Science, Computer Science, 3.8
STATE FARM INSURANCE AND FINANCIAL SERVICES June 2014 - Present
KMC Motorstports March 2015 - June 2015
DIRECTV March 2015 - June 2015
Chevron January 2015 - June 2015
Houston Chronicle November 2014 - June 2015
Self Storage Security January 2013 - June 2015
Papa John's International October 2014 - April 2015
Allstate Financial Services, LLC January 2010 - December 2013
International Security Agency August 2010 - October 2013
A-Affordable Insurance December 2012 - July 2013
Skills
Metal Fabrication, Sales, Customer Service, Organizational..., Window Washing, Hospitality, Office Management, Welding, Financial Services, Fitness, Fitness Training, Painting, Consultative Selling, Contract Negotiation, Contract Management, Account Management, Supervisory Skills, Data Mining, Customer Relations, Customer Retention, Keyboard Skills, 10 Key, Troubleshooting, Technical Support, Assemblies, Maintenance & Repair, Computer Proficiency, Pressure Washing, Event Management, Advertising, Marketing, Computer Hardware, computer software, Computer Application..., Problem Solving, Self-management, Self Defense, Inventory Management, Invoicing, Programming, Underwriting, Administration, Compliance Management, Analytics, Transaction Processing, Evaluations, Compilation, Interpersonal Skills, TIG Welding
Education
Houston Community College 2006 — 2008
Associates in Science, Computer Science, 3.8
Melia Menzies Melia Menzies's Allstate Financial Services, LLC Experience July 2011 - December 2011
Job Financial Advisor helping clients set and achieve their goals at Menzies Financial Services
Industry Financial Services
Experience
Menzies Financial Services August 2012 - Present
Menzies Electric, LLC November 2005 - Present
Allstate Financial Services, LLC July 2011 - December 2011
Edward Jones May 2008 - March 2011
Skills
Investors, Securities, Equities, Series 7, Financial Services, Investments, Wealth Management, Mutual Funds, Bonds, Retirement Planning, 401k, 401k Rollovers, IRAs, Life Insurance, Long Term Care Insurance, Term Life Insurance, Long-term Care, Wealth Accumulation, Insurance, Roth IRA, Retirement, Wealth, Fixed Annuities, Financial Advisory, Portfolio Management, Asset Management, Investment Advisory
Education
Henderson State University 1992 — 2002
BSE, Education
Lake Hamilton School 1980 — 1992
High School
Menzies Financial Services August 2012 - Present
Menzies Electric, LLC November 2005 - Present
Allstate Financial Services, LLC July 2011 - December 2011
Edward Jones May 2008 - March 2011
Skills
Investors, Securities, Equities, Series 7, Financial Services, Investments, Wealth Management, Mutual Funds, Bonds, Retirement Planning, 401k, 401k Rollovers, IRAs, Life Insurance, Long Term Care Insurance, Term Life Insurance, Long-term Care, Wealth Accumulation, Insurance, Roth IRA, Retirement, Wealth, Fixed Annuities, Financial Advisory, Portfolio Management, Asset Management, Investment Advisory
Education
Henderson State University 1992 — 2002
BSE, Education
Lake Hamilton School 1980 — 1992
High School
Jonathan Hawks Jonathan Hawks's Allstate Financial Services, LLC Experience March 2013 - June 2015
Job Associate National Office and Industrial Properties Group at Marcus & Millichap
Industry Insurance
Experience
MassMutual Financial Group, The Innova Financial Group June 2015 - Present
Marcus & Millichap December 2014 - Present
Allstate Financial Services, LLC March 2013 - June 2015
Alfa Insurance June 2009 - February 2013
Skills
Term Life Insurance, Long Term Care Insurance, Sales, Disability Insurance, Life Insurance, Customer Service, Insurance, Retirement Planning, General Insurance, Casualty, Commercial Insurance, Property & Casualty..., Health Insurance, Liability, Umbrella Insurance, Underwriting
Education
Georgia Southern University
Hotel and Restaurant Management
MassMutual Financial Group, The Innova Financial Group June 2015 - Present
Marcus & Millichap December 2014 - Present
Allstate Financial Services, LLC March 2013 - June 2015
Alfa Insurance June 2009 - February 2013
Skills
Term Life Insurance, Long Term Care Insurance, Sales, Disability Insurance, Life Insurance, Customer Service, Insurance, Retirement Planning, General Insurance, Casualty, Commercial Insurance, Property & Casualty..., Health Insurance, Liability, Umbrella Insurance, Underwriting
Education
Georgia Southern University
Hotel and Restaurant Management
Crisel Flores Crisel Flores's Allstate Financial Services, LLC Experience February 2013 - July 2013
Job Public Relations
Industry Entertainment
Experience
On Time Elite July 2013 - Present
Allstate Financial Services, LLC February 2013 - July 2013
Realty Express LaBarbera December 2011 - February 2013
The Hudson Reporter June 2007 - April 2009
Skills
Relationship Management, Sales, Marketing, Negotiation, QuickBooks, Building Relationships, Vendor Management, Strategic Planning, Access, Account Management, Project Management, Event Planning, Event Management, Social Media, Public Relations, Advertising, Blogging, Public Speaking, Editing, Social Networking, Microsoft Office, Customer Service, Social Media Marketing, Microsoft Excel, PowerPoint, Press Releases, Media Relations, Copywriting, Microsoft Word
Education
NJCU 2014 — 2016
Bachelor of Business Administration (B.B.A.), Public Relations/Image Management
Hudson County Community College 2012 — 2014
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Parsons School of Design 2008 — 2009
Fashion/Apparel Design
On Time Elite July 2013 - Present
Allstate Financial Services, LLC February 2013 - July 2013
Realty Express LaBarbera December 2011 - February 2013
The Hudson Reporter June 2007 - April 2009
Skills
Relationship Management, Sales, Marketing, Negotiation, QuickBooks, Building Relationships, Vendor Management, Strategic Planning, Access, Account Management, Project Management, Event Planning, Event Management, Social Media, Public Relations, Advertising, Blogging, Public Speaking, Editing, Social Networking, Microsoft Office, Customer Service, Social Media Marketing, Microsoft Excel, PowerPoint, Press Releases, Media Relations, Copywriting, Microsoft Word
Education
NJCU 2014 — 2016
Bachelor of Business Administration (B.B.A.), Public Relations/Image Management
Hudson County Community College 2012 — 2014
Associate of Arts (A.A.), Business, Management, Marketing, and Related Support Services
Parsons School of Design 2008 — 2009
Fashion/Apparel Design
Rodney Stevenson Rodney Stevenson's Allstate Financial Services, LLC Experience October 2003 - October 2005
Job State Farm Insurance Company
Industry Financial Services
Experience
State Farm Insurance May 2009 - Present
State Farm Insurance April 2007 - June 2008
Allstate Financial Services, LLC October 2003 - October 2005
AXA 1999 - 2001
Skills
Training, Management, Life Insurance, Term Life Insurance, Insurance, Fixed Annuities, Disability Insurance, Property & Casualty..., Commercial Insurance, Health Insurance, Whole Life, Umbrella Insurance, Universal Life, Leadership, Renters, Retirement Planning, Customer Service, Strategic Planning, General Insurance
Education
Indiana University of Pennsylvania 1991 — 1996
Bachelor's, Finance
Jules E. Mastbaum Vo-Tech 1986 — 1989
Business
State Farm Insurance May 2009 - Present
State Farm Insurance April 2007 - June 2008
Allstate Financial Services, LLC October 2003 - October 2005
AXA 1999 - 2001
Skills
Training, Management, Life Insurance, Term Life Insurance, Insurance, Fixed Annuities, Disability Insurance, Property & Casualty..., Commercial Insurance, Health Insurance, Whole Life, Umbrella Insurance, Universal Life, Leadership, Renters, Retirement Planning, Customer Service, Strategic Planning, General Insurance
Education
Indiana University of Pennsylvania 1991 — 1996
Bachelor's, Finance
Jules E. Mastbaum Vo-Tech 1986 — 1989
Business
Anthony DeGerolamo, CFP® CLU® CRPC®'s Allstate Financial Services, LLC Experience November 2001 - July 2013
Job Principal at Levin, Aromando, Gussick & DeGerolamo, LLC
Industry Financial Services
Experience
Levin, Aromando, Gussick & DeGerolamo, LLC July 2013 - Present
Allstate Financial Services, LLC November 2001 - July 2013
WS Griffith/Phoenix March 1994 - November 2001
Skills
Retirement Income..., Employer & Executive..., Retirement, IRAs, Long-term Care, Life Insurance, Disability Insurance, Insurance, Mutual Funds, Employee Benefits, Small Business, Securities, Fee Based Financial..., 401k Rollovers, Strategic Financial..., Financial Advisory, Financial Services, Investment Advisory, Fixed Annuities, Term Life Insurance
Education
Mercer County Community College 1976 — 1980
Associate
Pottsgrove High School 1968 — 1971
The American College
Levin, Aromando, Gussick & DeGerolamo, LLC July 2013 - Present
Allstate Financial Services, LLC November 2001 - July 2013
WS Griffith/Phoenix March 1994 - November 2001
Skills
Retirement Income..., Employer & Executive..., Retirement, IRAs, Long-term Care, Life Insurance, Disability Insurance, Insurance, Mutual Funds, Employee Benefits, Small Business, Securities, Fee Based Financial..., 401k Rollovers, Strategic Financial..., Financial Advisory, Financial Services, Investment Advisory, Fixed Annuities, Term Life Insurance
Education
Mercer County Community College 1976 — 1980
Associate
Pottsgrove High School 1968 — 1971
The American College
Jetaun J. Strong Jetaun J. Strong's Allstate Financial Services, LLC Experience July 2015 - Present
Job Accounts Processing Specialist
Industry Banking
Experience
Allstate Financial Services, LLC July 2015 - Present
CVS Health March 2015 - June 2015
Affordable Life Plans May 2014 - November 2014
Dimont & Associates November 2013 - February 2014
Celanese March 2013 - July 2013
Bank of America July 2006 - October 2012
Corus Bank October 2005 - June 2006
Skills
Accurate Data Entry, Customer Service, Insurance, Microsoft Office, Public Speaking, Microsoft Excel, Property, Health Insurance, Microsoft Word, General Insurance, Employee Benefits, Claim, Coaching, Outlook, Social Media, Workers Compensation, Research, Retail Banking, Pre Foreclosures, Harmonized Tariff..., Marketing Communications, Public Relations, Data Entry, Banking, CRM, Finance, Accounts Receivable, Databases, Social Networking, SAP, Invoicing, Accounting, Sales, Analysis, Management
Education
El Centro College 2015 — 2016
Associate of Arts (A.A.), Accounting and Finance
The University of Texas at Dallas 2015 — 2016
Bachelor of Arts (B.A.), Emerging Media and Communications/Finance
Allstate Financial Services, LLC July 2015 - Present
CVS Health March 2015 - June 2015
Affordable Life Plans May 2014 - November 2014
Dimont & Associates November 2013 - February 2014
Celanese March 2013 - July 2013
Bank of America July 2006 - October 2012
Corus Bank October 2005 - June 2006
Skills
Accurate Data Entry, Customer Service, Insurance, Microsoft Office, Public Speaking, Microsoft Excel, Property, Health Insurance, Microsoft Word, General Insurance, Employee Benefits, Claim, Coaching, Outlook, Social Media, Workers Compensation, Research, Retail Banking, Pre Foreclosures, Harmonized Tariff..., Marketing Communications, Public Relations, Data Entry, Banking, CRM, Finance, Accounts Receivable, Databases, Social Networking, SAP, Invoicing, Accounting, Sales, Analysis, Management
Education
El Centro College 2015 — 2016
Associate of Arts (A.A.), Accounting and Finance
The University of Texas at Dallas 2015 — 2016
Bachelor of Arts (B.A.), Emerging Media and Communications/Finance
Jinks Clary Jinks Clary'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
Prudential Insurance Company of America, Newark, NJ May 2009 - August 2014
Jay's Buick-Pontiac-GMC 2005 - 2009
The Suburban Collection 2001 - 2005
Skills
Securities, Coaching, Sales Management, New Business Development, Sales, Retirement Planning, Financial Analysis, Financial Risk, Expense Management, Marketing Strategy, Qualified Retirement..., Strategic Planning, Training, Leadership, Budgets, Profit, Customer Satisfaction, Operations Management, Finance, Management, Banking, Small Business, Sales Process, Business Planning, Marketing, Customer Retention, Investments, Employee Benefits, Risk Management
Education
Birmingham- Groves
Madonna University
Finance, General
Oakland Community College
Associate's Degree, Business Administration and Management, General, 3.89
Allstate Financial Services, LLC August 2014 - Present
Prudential Insurance Company of America, Newark, NJ May 2009 - August 2014
Jay's Buick-Pontiac-GMC 2005 - 2009
The Suburban Collection 2001 - 2005
Skills
Securities, Coaching, Sales Management, New Business Development, Sales, Retirement Planning, Financial Analysis, Financial Risk, Expense Management, Marketing Strategy, Qualified Retirement..., Strategic Planning, Training, Leadership, Budgets, Profit, Customer Satisfaction, Operations Management, Finance, Management, Banking, Small Business, Sales Process, Business Planning, Marketing, Customer Retention, Investments, Employee Benefits, Risk Management
Education
Birmingham- Groves
Madonna University
Finance, General
Oakland Community College
Associate's Degree, Business Administration and Management, General, 3.89
Connie Heath Connie Heath's Allstate Financial Services, LLC Experience October 1986 - Present
Job Senior Tecnical Asst. at Allstate Insurance Company
Industry Insurance
Experience
Allstate Financial Services, LLC October 1986 - Present
Skills
Container Gardens, Garden Coaching, Gardening, Garden Design, computer skills, Casualty, Insurance, Spreadsheets, Landscaping, Customer Satisfaction, Legal Liability, Telephone Skills, Analysis, Employee Benefits, Customer Service, Strategic Planning, Leadership, Microsoft Office, Public Speaking
Education
Harper College 2003 — 2010
Associate's degree, Plant Science Technology - Horticulture Specialization
Arlington High School 1979 — 1983
Allstate Financial Services, LLC October 1986 - Present
Skills
Container Gardens, Garden Coaching, Gardening, Garden Design, computer skills, Casualty, Insurance, Spreadsheets, Landscaping, Customer Satisfaction, Legal Liability, Telephone Skills, Analysis, Employee Benefits, Customer Service, Strategic Planning, Leadership, Microsoft Office, Public Speaking
Education
Harper College 2003 — 2010
Associate's degree, Plant Science Technology - Horticulture Specialization
Arlington High School 1979 — 1983
Jarrette Brad Barber Jarrette Brad Barber's Allstate Financial Services, LLC Experience March 2014 - February 2015
Job TriCounty Manager at NTA Life
Industry Insurance
Experience
NTA Life December 2014 - Present
Allstate Financial Services, LLC March 2014 - February 2015
Self-employed February 2012 - February 2015
Skills
Insurance, Management, Risk Management, Finance, Employee Benefits, Investments, Underwriting, Fixed Annuities, Public Speaking, Disability Insurance, Customer Service, Strategic Planning, Leadership, Microsoft Office
Education
Florida State University 1998 — 2006
Bachelor of Arts (B.A.), English/ Public Admin
Florida Agricultural and Mechanical University
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
NTA Life December 2014 - Present
Allstate Financial Services, LLC March 2014 - February 2015
Self-employed February 2012 - February 2015
Skills
Insurance, Management, Risk Management, Finance, Employee Benefits, Investments, Underwriting, Fixed Annuities, Public Speaking, Disability Insurance, Customer Service, Strategic Planning, Leadership, Microsoft Office
Education
Florida State University 1998 — 2006
Bachelor of Arts (B.A.), English/ Public Admin
Florida Agricultural and Mechanical University
Bachelor of Arts (B.A.), English/Language Arts Teacher Education
Jake Hoover's Allstate Financial Services, LLC Experience March 2004 - March 2008
Job Talent Scout at AppleOne
Industry Staffing and Recruiting
Experience
AppleOne September 2012 - Present
Kenneth A. Murray Insurance, Inc. March 2009 - September 2012
Allstate Financial Services, LLC March 2004 - March 2008
Skills
Applicant Tracking..., Recruiting, Internet Recruiting, Screening Resumes, Staffing Services, Temporary Placement, Contract Recruitment, Technical Recruiting, College Recruiting, Talent Acquisition, Benefits Negotiation, Temporary Staffing, Onboarding, Resume Writing, Sourcing, Interviews
Education
Eastern Illinois University 1997 — 2002
Business Administration and Management, General
AppleOne September 2012 - Present
Kenneth A. Murray Insurance, Inc. March 2009 - September 2012
Allstate Financial Services, LLC March 2004 - March 2008
Skills
Applicant Tracking..., Recruiting, Internet Recruiting, Screening Resumes, Staffing Services, Temporary Placement, Contract Recruitment, Technical Recruiting, College Recruiting, Talent Acquisition, Benefits Negotiation, Temporary Staffing, Onboarding, Resume Writing, Sourcing, Interviews
Education
Eastern Illinois University 1997 — 2002
Business Administration and Management, General
YAEL NUNEZ YAEL NUNEZ's Allstate Financial Services, LLC Experience April 2013 - Present
Job Sales & Advisor at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC April 2013 - Present
State Farm January 2008 - January 2009
Loya Insurance Group March 2003 - December 2006
Skills
Insurance, Sales Management, Sales, Project Management, Life Insurance, Wealth Management
Education
Houston Community College 2001 — 2003
Drafting and Engineering, Mechanical Engineering
Elsik high school 1993 — 1997
Allstate Financial Services, LLC April 2013 - Present
State Farm January 2008 - January 2009
Loya Insurance Group March 2003 - December 2006
Skills
Insurance, Sales Management, Sales, Project Management, Life Insurance, Wealth Management
Education
Houston Community College 2001 — 2003
Drafting and Engineering, Mechanical Engineering
Elsik high school 1993 — 1997
Bryan Kane Bryan Kane's Allstate Financial Services, LLC Experience October 2014 - Present
Job Actuarial Associate at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC October 2014 - Present
Allstate Financial August 2012 - October 2014
Sammons Financial Group August 2011 - May 2012
Assurant Health May 2011 - August 2011
Sammons Financial Group June 2010 - May 2011
Skills
Actuarial Science, Insurance, Life Insurance, Data Analysis, Financial Analysis, Financial Risk, General Insurance
Education
Drake University 2008 — 2012
BSBA, Actuarial Science/Finance
Allstate Financial Services, LLC October 2014 - Present
Allstate Financial August 2012 - October 2014
Sammons Financial Group August 2011 - May 2012
Assurant Health May 2011 - August 2011
Sammons Financial Group June 2010 - May 2011
Skills
Actuarial Science, Insurance, Life Insurance, Data Analysis, Financial Analysis, Financial Risk, General Insurance
Education
Drake University 2008 — 2012
BSBA, Actuarial Science/Finance
Deborah Goehrke Deborah Goehrke's Allstate Financial Services, LLC Experience July 1988 - February 2014
Job Underwriting & Operations Professional
Industry Insurance
Experience
Allstate Financial Services, LLC July 1988 - February 2014
Skills
Life Insurance, Insurance, Fixed Annuities, Retirement Planning, Term Life Insurance, Disability Insurance, Investments, Leadership, Mutual Funds, Risk Management, Financial Services, Health Insurance, Long-term Care, Process Improvement, Retirement, Series 7, Strategic Financial..., Underwriting, Wealth Management, Operations Management, Strategic Sourcing
Education
John Carroll University
University of Phoenix
Bachelor of Science in Management
Allstate Financial Services, LLC July 1988 - February 2014
Skills
Life Insurance, Insurance, Fixed Annuities, Retirement Planning, Term Life Insurance, Disability Insurance, Investments, Leadership, Mutual Funds, Risk Management, Financial Services, Health Insurance, Long-term Care, Process Improvement, Retirement, Series 7, Strategic Financial..., Underwriting, Wealth Management, Operations Management, Strategic Sourcing
Education
John Carroll University
University of Phoenix
Bachelor of Science in Management
Kevin Slawin Kevin Slawin's Allstate Financial Services, LLC Experience 2005 - 2009
Job KS Private Investments
Industry Financial Services
Experience
KS Private Investments 2013 - Present
Farm Bureau Financial Services 2009 - 2012
Allstate Financial Services, LLC 2005 - 2009
Allstate Bank 1998 - 2009
Allstate Financial 2003 - 2005
Allstate 2001 - 2003
Allstate Financial 1995 - 2001
Sears Mortgage Group 1986 - 1995
Touche Ross & Co (DBA Deloitte) 1984 - 1986
Skills
Insurance, Life Insurance, Leadership, Underwriting, Risk Management, Property & Casualty..., Financial Services, Strategic Planning, Investments, Fixed Annuities, Strategic Financial..., Executive Management, Mergers & Acquisitions, Health Insurance, Employee Benefits, Financial Risk, General Insurance, Financial Planning, Mutual Funds, Retirement Planning
Education
Northwestern University - Kellogg School of Management
Masters of Management
Indiana University - Kelley School of Business
B.S.
KS Private Investments 2013 - Present
Farm Bureau Financial Services 2009 - 2012
Allstate Financial Services, LLC 2005 - 2009
Allstate Bank 1998 - 2009
Allstate Financial 2003 - 2005
Allstate 2001 - 2003
Allstate Financial 1995 - 2001
Sears Mortgage Group 1986 - 1995
Touche Ross & Co (DBA Deloitte) 1984 - 1986
Skills
Insurance, Life Insurance, Leadership, Underwriting, Risk Management, Property & Casualty..., Financial Services, Strategic Planning, Investments, Fixed Annuities, Strategic Financial..., Executive Management, Mergers & Acquisitions, Health Insurance, Employee Benefits, Financial Risk, General Insurance, Financial Planning, Mutual Funds, Retirement Planning
Education
Northwestern University - Kellogg School of Management
Masters of Management
Indiana University - Kelley School of Business
B.S.
Julie Buren Julie Buren's Allstate Financial Services, LLC Experience March 2008 - Present
Job Quality Verification Analyst at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC March 2008 - Present
Allstate Financial Services, LLC August 2006 - April 2008
Allstate Financial Services, LLC March 2004 - August 2006
Skills
Microsoft Excel, Microsoft Word, Outlook, Data Entry, Data Analysis, Time Management, Meet Deadlines, Positive Team Player, Question Answering, Issue Research, High Level Of Accuracy, Close Attention to..., Written & Verbal..., Procedures Documentation, Customer Service, Documentation, Insurance, Microsoft Office
Education
Doane College 2008 — 2013
Bachelor of Arts (BA), Business Administration and Management, General
Allstate Financial Services, LLC March 2008 - Present
Allstate Financial Services, LLC August 2006 - April 2008
Allstate Financial Services, LLC March 2004 - August 2006
Skills
Microsoft Excel, Microsoft Word, Outlook, Data Entry, Data Analysis, Time Management, Meet Deadlines, Positive Team Player, Question Answering, Issue Research, High Level Of Accuracy, Close Attention to..., Written & Verbal..., Procedures Documentation, Customer Service, Documentation, Insurance, Microsoft Office
Education
Doane College 2008 — 2013
Bachelor of Arts (BA), Business Administration and Management, General
Bill Stamaton CAS, CMFC, AAMS, CRPC Bill Stamaton CAS, CMFC, AAMS, CRPC's Allstate Financial Services, LLC Experience December 1996 - Present
Job Compliance Principal Allstate Financial Services
Industry Financial Services
Experience
401k Education January 2007 - Present
Hondros College January 2001 - Present
Allstate Financial Services, LLC December 1996 - Present
Education
Malone University 1989 — 1991
BA, Management
Beaver Area Senior High 1976 — 1979
High School, College Prep
401k Education January 2007 - Present
Hondros College January 2001 - Present
Allstate Financial Services, LLC December 1996 - Present
Education
Malone University 1989 — 1991
BA, Management
Beaver Area Senior High 1976 — 1979
High School, College Prep
Benjamin Fredricks, LUTCF Benjamin Fredricks, LUTCF's Allstate Financial Services, LLC Experience January 2013 - August 2014
Job President at Affinity Insurance Strategies
Industry Financial Services
Experience
Keller Williams Florida Partners 2015 - Present
Tax Care Inc March 2014 - Present
Affinity Insurance Strategies October 2011 - Present
Keller Williams Florida Partners 2015 - 2015
Allstate Financial Services, LLC January 2013 - August 2014
New York Life Insurance Company January 2008 - January 2013
Lehman Brothers / BNC Mortgage / Finance America 2005 - 2008
Nations Mortgage January 2003 - January 2005
Florida Mortgage Funding January 2002 - January 2003
Skills
Annuities, Property and Casualty..., Long-term Care, Retirement Planning, Estate Planning, Student Financial Aid, Retirement, Insurance, Life Insurance, Disability Insurance, Long Term Care Insurance, Loans, Personal Finance, Underwriting, Mortgage Lending, Sales, Sales Management, Sales Cycle Management, Marketing, Recruiting, Competency Based..., Behavioral Interviewing, Interview Skills, Management, Fixed Annuities, Credit, Leadership, Term Life Insurance, Financial Services
Education
Iowa State University 1997 — 1998
History, Economics
St. Ambrose University 1996 — 1997
Keller Williams Florida Partners 2015 - Present
Tax Care Inc March 2014 - Present
Affinity Insurance Strategies October 2011 - Present
Keller Williams Florida Partners 2015 - 2015
Allstate Financial Services, LLC January 2013 - August 2014
New York Life Insurance Company January 2008 - January 2013
Lehman Brothers / BNC Mortgage / Finance America 2005 - 2008
Nations Mortgage January 2003 - January 2005
Florida Mortgage Funding January 2002 - January 2003
Skills
Annuities, Property and Casualty..., Long-term Care, Retirement Planning, Estate Planning, Student Financial Aid, Retirement, Insurance, Life Insurance, Disability Insurance, Long Term Care Insurance, Loans, Personal Finance, Underwriting, Mortgage Lending, Sales, Sales Management, Sales Cycle Management, Marketing, Recruiting, Competency Based..., Behavioral Interviewing, Interview Skills, Management, Fixed Annuities, Credit, Leadership, Term Life Insurance, Financial Services
Education
Iowa State University 1997 — 1998
History, Economics
St. Ambrose University 1996 — 1997
Rich Kelly, CRPC® Rich Kelly, CRPC®'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
BSI Capital Management March 2010 - June 2014
SunTrust Bank & SunTrust Investment Services July 2006 - March 2010
Kelly & Associates January 2002 - June 2006
First South Bank August 1998 - December 2001
IBM Global Services June 1998 - July 1999
Raymond James & Associates, Inc April 1993 - July 1997
First State Savings & Loan of Spartanburg, SC-A Division of Poughkeepsie Savings Bank April 1991 - January 1993
Poughkeepsie Savings Bank July 1985 - April 1991
Skills
Investments, Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Securities, Series 7, Series 63, Investment Management, Disability Insurance, Management, Estate Planning, Retirement, 401k, IRAs, Life Insurance, Mutual Funds, Variable Annuities, 529 Plans, Variable Products
Education
Kentucky Wesleyan College 1967 — 1971
BA, Economics
Ossining High School 1963 — 1967
Regents Diploma
Allstate Financial Services, LLC June 2014 - Present
BSI Capital Management March 2010 - June 2014
SunTrust Bank & SunTrust Investment Services July 2006 - March 2010
Kelly & Associates January 2002 - June 2006
First South Bank August 1998 - December 2001
IBM Global Services June 1998 - July 1999
Raymond James & Associates, Inc April 1993 - July 1997
First State Savings & Loan of Spartanburg, SC-A Division of Poughkeepsie Savings Bank April 1991 - January 1993
Poughkeepsie Savings Bank July 1985 - April 1991
Skills
Investments, Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Securities, Series 7, Series 63, Investment Management, Disability Insurance, Management, Estate Planning, Retirement, 401k, IRAs, Life Insurance, Mutual Funds, Variable Annuities, 529 Plans, Variable Products
Education
Kentucky Wesleyan College 1967 — 1971
BA, Economics
Ossining High School 1963 — 1967
Regents Diploma
Travis Peterson, CLTC Travis Peterson, CLTC's Allstate Financial Services, LLC Experience February 2014 - November 2014
Job Field Sales Leader of Nebraska at Allstate
Industry Financial Services
Experience
Allstate June 2015 - Present
Allstate December 2014 - May 2015
Allstate Financial Services, LLC February 2014 - November 2014
Farm Bureau Financial Services December 2012 - January 2014
Farm Bureau Financial Services October 2012 - November 2012
Free Methodist Church of N. America August 2008 - August 2012
Real World Parents (self employed) November 2008 - December 2011
Springfield Public School District 186 2005 - 2008
RK Dixon 2006 - 2007
Free Methodist Church of N. America 2003 - 2007
Skills
Public Speaking, Leadership Development, Training, Coaching, Leadership, Customer Service, Sales, Social Media, Event Planning, Strategic Planning, Sales Management, Marketing, Social Media Marketing, Entrepreneurship, Fundraising, Team Building, Small Business, Insurance, Marketing Strategy, Organizational..., Teaching, Program Development, Change Management, Nonprofits, Research, Budgets, Theology, Blogging, Preaching, Youth Ministry, Event Management
Education
Greenville College 1998 — 2003
Warrrensburg Latham High School 1994 — 1998
Allstate June 2015 - Present
Allstate December 2014 - May 2015
Allstate Financial Services, LLC February 2014 - November 2014
Farm Bureau Financial Services December 2012 - January 2014
Farm Bureau Financial Services October 2012 - November 2012
Free Methodist Church of N. America August 2008 - August 2012
Real World Parents (self employed) November 2008 - December 2011
Springfield Public School District 186 2005 - 2008
RK Dixon 2006 - 2007
Free Methodist Church of N. America 2003 - 2007
Skills
Public Speaking, Leadership Development, Training, Coaching, Leadership, Customer Service, Sales, Social Media, Event Planning, Strategic Planning, Sales Management, Marketing, Social Media Marketing, Entrepreneurship, Fundraising, Team Building, Small Business, Insurance, Marketing Strategy, Organizational..., Teaching, Program Development, Change Management, Nonprofits, Research, Budgets, Theology, Blogging, Preaching, Youth Ministry, Event Management
Education
Greenville College 1998 — 2003
Warrrensburg Latham High School 1994 — 1998
Krister Romeyn's Allstate Financial Services, LLC Experience August 2015 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC August 2015 - Present
Romeyn & Associates January 2014 - July 2015
Wells Real Estate Funds January 2008 - December 2013
Wells Real Estate Funds January 2002 - December 2007
Skills
Series 63, Series 7, Financial Services, Series 24, Securities, Investments, Alternative Investments
Education
High Point University 1996 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
Allstate Financial Services, LLC August 2015 - Present
Romeyn & Associates January 2014 - July 2015
Wells Real Estate Funds January 2008 - December 2013
Wells Real Estate Funds January 2002 - December 2007
Skills
Series 63, Series 7, Financial Services, Series 24, Securities, Investments, Alternative Investments
Education
High Point University 1996 — 2000
Bachelor of Arts (B.A.), Business Administration and Management, General
Tucker Waits's Allstate Financial Services, LLC Experience May 2014 - Present
Job EFS at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC May 2014 - Present
Uturn Equity Inc March 2012 - Present
Lincoln Financial Advisors October 2012 - May 2014
MassMutual Financial Group September 2011 - March 2012
Uturn Equity Inc October 2004 - September 2011
MassMutual Financial Group January 2002 - October 2004
Citi August 2000 - January 2002
Morgan Stanley February 1999 - August 2000
Skills
Retirement Planning, Retirement
Education
Georgetown University 2004 — 2004
Executive Certificate in Financial Planning, Personal Finance
James Madison University 1994 — 1998
BBA, International Business
Langley High School 1990 — 1994
Allstate Financial Services, LLC May 2014 - Present
Uturn Equity Inc March 2012 - Present
Lincoln Financial Advisors October 2012 - May 2014
MassMutual Financial Group September 2011 - March 2012
Uturn Equity Inc October 2004 - September 2011
MassMutual Financial Group January 2002 - October 2004
Citi August 2000 - January 2002
Morgan Stanley February 1999 - August 2000
Skills
Retirement Planning, Retirement
Education
Georgetown University 2004 — 2004
Executive Certificate in Financial Planning, Personal Finance
James Madison University 1994 — 1998
BBA, International Business
Langley High School 1990 — 1994
Tammy Kotaska's Allstate Financial Services, LLC Experience December 2013 - Present
Job Highly experienced Financial Professional with 24 years of demonstrated expertise providing trusted advice.
Industry Higher Education
Experience
Allstate Financial Services, LLC December 2013 - Present
Freedom Partners of South Florida April 2013 - September 2013
AIG 2010 - April 2013
Jesup & Lamont 2009 - 2010
AIG 1998 - 2009
MetLife 1991 - 1997
Skills
Investments, Insurance, Risk Management, Retirement Planning, Strategy, Strategic Planning, Financial Analysis, Portfolio Management, Retirement, Banking, Employee Benefits, Budgets, Finance, Series 7, Accounting, Life Insurance, Cash Management, Mutual Funds, Financial Advisory, Estate Planning, Wealth Management, Customer Service, Mergers, Strategic Financial..., Business Planning
Education
Nova Southeastern University 1998 — 2000
Certified Financial Planning course study completed
University of Louisville 1984 — 1985
Education
Eastern Kentucky University 1982 — 1984
Education
Allstate Financial Services, LLC December 2013 - Present
Freedom Partners of South Florida April 2013 - September 2013
AIG 2010 - April 2013
Jesup & Lamont 2009 - 2010
AIG 1998 - 2009
MetLife 1991 - 1997
Skills
Investments, Insurance, Risk Management, Retirement Planning, Strategy, Strategic Planning, Financial Analysis, Portfolio Management, Retirement, Banking, Employee Benefits, Budgets, Finance, Series 7, Accounting, Life Insurance, Cash Management, Mutual Funds, Financial Advisory, Estate Planning, Wealth Management, Customer Service, Mergers, Strategic Financial..., Business Planning
Education
Nova Southeastern University 1998 — 2000
Certified Financial Planning course study completed
University of Louisville 1984 — 1985
Education
Eastern Kentucky University 1982 — 1984
Education
Mark Noffsinger's Allstate Financial Services, LLC Experience 2000 - 2002
Job Owner, NoffsingerLLC
Industry Insurance
Experience
Gitomer Sales Training Gitomer Certified Advisor January 2015 - Present
NoffsingerLLC 2007 - Present
Allstate 2002 - 2007
Allstate Financial Services, LLC 2000 - 2002
Allstate 1998 - 2000
Allstate 1989 - 1998
Allstate 1987 - 1989
Allstate 1984 - 1987
Skills
Sales, Marketing, Team Building, Insurance, Small Business, Customer Service, Process Management, Sales Leadership..., Activity Based..., Strategic Hiring, Employee Learning &..., Property, General Insurance, Property & Casualty..., Casualty Insurance, Health Insurance, Life Insurance, Commercial Insurance, Term Life Insurance, Sales Management, Management, Umbrella Insurance
Education
Ferris State University 1980 — 1984
Bachelor of Science Insurance, Insurance Contracts & Marketing
Ferris State University 1979 — 1984
Bachelor of Science Insurance, Insurance & Marketing
Gitomer Sales Training Gitomer Certified Advisor January 2015 - Present
NoffsingerLLC 2007 - Present
Allstate 2002 - 2007
Allstate Financial Services, LLC 2000 - 2002
Allstate 1998 - 2000
Allstate 1989 - 1998
Allstate 1987 - 1989
Allstate 1984 - 1987
Skills
Sales, Marketing, Team Building, Insurance, Small Business, Customer Service, Process Management, Sales Leadership..., Activity Based..., Strategic Hiring, Employee Learning &..., Property, General Insurance, Property & Casualty..., Casualty Insurance, Health Insurance, Life Insurance, Commercial Insurance, Term Life Insurance, Sales Management, Management, Umbrella Insurance
Education
Ferris State University 1980 — 1984
Bachelor of Science Insurance, Insurance Contracts & Marketing
Ferris State University 1979 — 1984
Bachelor of Science Insurance, Insurance & Marketing
Larry Kaufmann's Allstate Financial Services, LLC Experience 2011 - 2012
Job Kaufmann Farmers Insurance at 924 Kinderkamack Road; River Edge, NJ 07661
Industry Insurance
Experience
All of New Jersey & New York July 2012 - Present
Farmers Insurance 2012 - Present
Allstate Financial Services, LLC 2011 - 2012
J.P. Morgan 2008 - 2011
24x7 ESI, Inc. 2003 - 2008
UBS Wealth Management 2001 - 2003
Merrill Lynch 1993 - 2001
Skills
Term Life Insurance, Finance, Life Insurance, Property & Casualty..., Insurance, Commercial Insurance, Umbrella Insurance, Fixed Annuities, Retirement, Retirement Planning, Customer Service, Marketing, Risk Management
Education
Hofstra University 1984 — 1988
MBA, Finance and Investment
State University of New York at Albany
BA
All of New Jersey & New York July 2012 - Present
Farmers Insurance 2012 - Present
Allstate Financial Services, LLC 2011 - 2012
J.P. Morgan 2008 - 2011
24x7 ESI, Inc. 2003 - 2008
UBS Wealth Management 2001 - 2003
Merrill Lynch 1993 - 2001
Skills
Term Life Insurance, Finance, Life Insurance, Property & Casualty..., Insurance, Commercial Insurance, Umbrella Insurance, Fixed Annuities, Retirement, Retirement Planning, Customer Service, Marketing, Risk Management
Education
Hofstra University 1984 — 1988
MBA, Finance and Investment
State University of New York at Albany
BA
Toni Ann Savage's Allstate Financial Services, LLC Experience January 2015 - Present
Job Financial Agency Process Specialist
Industry Insurance
Experience
Allstate Financial Services, LLC January 2015 - Present
Allstate September 2008 - January 2015
Allstate Financial February 2004 - September 2008
Allstate January 2003 - February 2004
PricewaterhouseCoopers 1999 - 2002
Skills
Series 6, Fixed Annuities, Insurance, Series 63, Commercial Insurance, Series 51, Series 26, Finance, Analysis, Business Planning, Claim, Property, Umbrella Insurance, Financial Analysis, Financial Modeling, Liability, Sales
Education
Hofstra University 2001 — 2004
MBA, Finance and Financial Management Services
Hofstra University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
Allstate Financial Services, LLC January 2015 - Present
Allstate September 2008 - January 2015
Allstate Financial February 2004 - September 2008
Allstate January 2003 - February 2004
PricewaterhouseCoopers 1999 - 2002
Skills
Series 6, Fixed Annuities, Insurance, Series 63, Commercial Insurance, Series 51, Series 26, Finance, Analysis, Business Planning, Claim, Property, Umbrella Insurance, Financial Analysis, Financial Modeling, Liability, Sales
Education
Hofstra University 2001 — 2004
MBA, Finance and Financial Management Services
Hofstra University 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
Amy Evors's Allstate Financial Services, LLC Experience October 1999 - July 2005
Job Corporate Vice President at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company August 2014 - Present
Adecco Group North America November 2012 - July 2014
Adecco Group October 2011 - November 2012
Adecco Group July 2010 - October 2011
MPS Group April 2008 - July 2010
Macquarie Bank December 2007 - April 2008
EverBank April 2006 - December 2007
Allstate Financial July 2005 - April 2006
Allstate Financial Services, LLC October 1999 - July 2005
Skills
Change Management, Program Management, Process Improvement, PMO, PMP, Leadership, Recruiting, Integration, Requirements Analysis, IT Strategy, Vendor Management, Business Intelligence, Business Analysis, Management, Technical Recruiting, Project Management, SDLC, Agile Methodologies, Crystal Reports, Visio, Project Portfolio..., Business Process..., Business Process, Outsourcing, Project Delivery, Resource Management, Software Project..., CRM, Requirements Gathering, SharePoint, Team Leadership, Organizational...
Education
Florida State University 2010 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Florida - College of Business Administration 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business/International Business
New York Life Insurance Company August 2014 - Present
Adecco Group North America November 2012 - July 2014
Adecco Group October 2011 - November 2012
Adecco Group July 2010 - October 2011
MPS Group April 2008 - July 2010
Macquarie Bank December 2007 - April 2008
EverBank April 2006 - December 2007
Allstate Financial July 2005 - April 2006
Allstate Financial Services, LLC October 1999 - July 2005
Skills
Change Management, Program Management, Process Improvement, PMO, PMP, Leadership, Recruiting, Integration, Requirements Analysis, IT Strategy, Vendor Management, Business Intelligence, Business Analysis, Management, Technical Recruiting, Project Management, SDLC, Agile Methodologies, Crystal Reports, Visio, Project Portfolio..., Business Process..., Business Process, Outsourcing, Project Delivery, Resource Management, Software Project..., CRM, Requirements Gathering, SharePoint, Team Leadership, Organizational...
Education
Florida State University 2010 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of North Florida - College of Business Administration 1995 — 1999
Bachelor of Business Administration (B.B.A.), Business/International Business
Robert Archbald's Allstate Financial Services, LLC Experience November 2013 - August 2014
Job Financial Advisor at Beaconsfield Financial Services, Inc 4127809602
Industry Financial Services
Experience
Beaconsfield Financial Services, Inc August 2014 - Present
Allstate Financial Services, LLC November 2013 - August 2014
PNC Investments (Unofficial) December 2005 - September 2013
Skills
Sales, Banking, Customer Service, Mutual Funds, Loans, Credit Analysis, Employee Benefits, Finance, Microsoft Office, Investments, Portfolio Management, Retirement Planning, Financial Services, Management, Financial Planning, Leadership
Education
Duquesne University 2005 — 2006
Executive Certification in Financial Planning, Financial Planning and Services
Suny Polytechnic Institute 1976 — 1978
Bachelor's Degree, Business Administration and Management, General
keir
Beaconsfield Financial Services, Inc August 2014 - Present
Allstate Financial Services, LLC November 2013 - August 2014
PNC Investments (Unofficial) December 2005 - September 2013
Skills
Sales, Banking, Customer Service, Mutual Funds, Loans, Credit Analysis, Employee Benefits, Finance, Microsoft Office, Investments, Portfolio Management, Retirement Planning, Financial Services, Management, Financial Planning, Leadership
Education
Duquesne University 2005 — 2006
Executive Certification in Financial Planning, Financial Planning and Services
Suny Polytechnic Institute 1976 — 1978
Bachelor's Degree, Business Administration and Management, General
keir
Felicia Choyce's Allstate Financial Services, LLC Experience May 2005 - Present
Job Sr.Claims Adjuster at Allstate Insurance
Industry Insurance
Experience
Allstate Financial Services, LLC May 2005 - Present
Fisher Insurance Agency, Inc. January 2004 - May 2005
Skills
Property, Liability, Casualty Insurance, Claim, Claim Investigation, Claims Handling, Accident, Claims Investigations, Liability Analysis
Education
Florida State University 2002 — 2004
Bachelor of Science (B.S.), Finance, General
Florida Community College at Jacksonville 2000 — 2002
Associate of Arts (AA)
Allstate Financial Services, LLC May 2005 - Present
Fisher Insurance Agency, Inc. January 2004 - May 2005
Skills
Property, Liability, Casualty Insurance, Claim, Claim Investigation, Claims Handling, Accident, Claims Investigations, Liability Analysis
Education
Florida State University 2002 — 2004
Bachelor of Science (B.S.), Finance, General
Florida Community College at Jacksonville 2000 — 2002
Associate of Arts (AA)
Robert Markusfeld's Allstate Financial Services, LLC Experience July 2013 - March 2014
Job Purchasing Agent at LGC Biosearch Technologies
Industry Insurance
Experience
LGC Biosearch Technologies January 2015 - Present
Allstate Financial Services, LLC July 2013 - March 2014
Dow Rockwell July 2012 - December 2012
North Bay Insurance Services September 2009 - July 2012
Skills
Purchasing, Inventory Management, Insurance
Education
Golden Gate University, School of Law 2003 — 2006
JD, Law
LGC Biosearch Technologies January 2015 - Present
Allstate Financial Services, LLC July 2013 - March 2014
Dow Rockwell July 2012 - December 2012
North Bay Insurance Services September 2009 - July 2012
Skills
Purchasing, Inventory Management, Insurance
Education
Golden Gate University, School of Law 2003 — 2006
JD, Law
Kate Maloney, FSCP's Allstate Financial Services, LLC Experience 2014 - Present
Job Agency Process Specialist at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC 2014 - Present
Allstate Financial Services, LLC April 2011 - January 2014
Allstate Financial Services, LLC July 2008 - April 2011
Skills
Fixed Annuities, Series 6, Sales, Series 63, Health Insurance, Life Insurance, 401k, Retirement, General Insurance, Account Management, Marketing, Sales Management, Customer Service, Marketing Strategy, Equity Indexed Annuities, Salesforce.com, Wholesale, Insurance
Education
Loras College 2004 — 2008
Bachelor's degree, Marketing
Allstate Financial Services, LLC 2014 - Present
Allstate Financial Services, LLC April 2011 - January 2014
Allstate Financial Services, LLC July 2008 - April 2011
Skills
Fixed Annuities, Series 6, Sales, Series 63, Health Insurance, Life Insurance, 401k, Retirement, General Insurance, Account Management, Marketing, Sales Management, Customer Service, Marketing Strategy, Equity Indexed Annuities, Salesforce.com, Wholesale, Insurance
Education
Loras College 2004 — 2008
Bachelor's degree, Marketing
Tim Stankus's Allstate Financial Services, LLC Experience July 2013 - January 2015
Job Associate Marketing Manager
Industry Insurance
Experience
Allstate January 2015 - Present
IHSA OFFICIAL 1999 - Present
Allstate Financial Services, LLC July 2013 - January 2015
Allstate Financial Services, LLC October 2011 - July 2013
State Farm Insurance May 2005 - August 2011
Chase July 2002 - April 2005
Bank of Illinois September 2001 - July 2002
Northwestern Mutual May 2000 - October 2000
Skills
Sales, Account Management, Cold Calling, Customer Service, Investments, Leadership, Marketing, Salesforce.com, Sales Management, Coaching, Disability Insurance, Event Planning, Insurance, Microsoft Excel, Sales Process, Selling, Social Media, Life Insurance, Term Life Insurance
Education
Illinois State University 2002 — 2004
MBA, Marketing
Illinois Wesleyan University 1997 — 2001
BA, Business Administration, Spanish
De La Salle Institute
Allstate January 2015 - Present
IHSA OFFICIAL 1999 - Present
Allstate Financial Services, LLC July 2013 - January 2015
Allstate Financial Services, LLC October 2011 - July 2013
State Farm Insurance May 2005 - August 2011
Chase July 2002 - April 2005
Bank of Illinois September 2001 - July 2002
Northwestern Mutual May 2000 - October 2000
Skills
Sales, Account Management, Cold Calling, Customer Service, Investments, Leadership, Marketing, Salesforce.com, Sales Management, Coaching, Disability Insurance, Event Planning, Insurance, Microsoft Excel, Sales Process, Selling, Social Media, Life Insurance, Term Life Insurance
Education
Illinois State University 2002 — 2004
MBA, Marketing
Illinois Wesleyan University 1997 — 2001
BA, Business Administration, Spanish
De La Salle Institute
Janis L Washington, M.A.'s Allstate Financial Services, LLC Experience 2005 - Present
Job Burgeoning Industrial/ Organizational Psychologist & Consultant
Industry Human Resources
Experience
Allstate Financial November 2007 - Present
Allstate Financial Services, LLC 2005 - Present
Allstate Financial Services, LLC 2001 - Present
Skills
Risk Management, Process Improvement, Training, Leadership, Teamwork, Change Management, Business Process..., Proofreading, Project Delivery, Performance Management, Analysis, Team Building, Time Management, Compliance Analysis, Compliance, PowerPoint, Research, Artful Probing, Customer Service, Communication, Motivation, Job Analysis, Hiring Practices, Business Proposals, Small Group Theory, Microsoft Office
Education
Elmhurst College 2013 — 2015
Master's Degree, Industrial/ Organizational Psychology
Northeastern Illinois University
Bachelor of Arts (B.A.), Interdisciplinary Studies- English
Allstate Financial November 2007 - Present
Allstate Financial Services, LLC 2005 - Present
Allstate Financial Services, LLC 2001 - Present
Skills
Risk Management, Process Improvement, Training, Leadership, Teamwork, Change Management, Business Process..., Proofreading, Project Delivery, Performance Management, Analysis, Team Building, Time Management, Compliance Analysis, Compliance, PowerPoint, Research, Artful Probing, Customer Service, Communication, Motivation, Job Analysis, Hiring Practices, Business Proposals, Small Group Theory, Microsoft Office
Education
Elmhurst College 2013 — 2015
Master's Degree, Industrial/ Organizational Psychology
Northeastern Illinois University
Bachelor of Arts (B.A.), Interdisciplinary Studies- English
Joni Kirk's Allstate Financial Services, LLC Experience February 2015 - Present
Job Agency Education & Training Manager at Ivantage
Industry Insurance
Experience
Allstate Financial Services, LLC February 2015 - Present
Skills
Insurance, Life Insurance, Financial Services, Fixed Annuities, Vendor Management, Mutual Funds, Strategic Planning, Process Improvement, Sales Leadership..., Instructor-led Training, Technical Training, Strategy, Relationship Management, Banking Relationships, Instructional Design, Written & Oral..., Account Management, New Business Development, 401k, Performance Management, Leadership, Sales
Education
Iowa State University 1985 — 1989
Bachelor of Science, Psychology & Sociology
Allstate Financial Services, LLC February 2015 - Present
Skills
Insurance, Life Insurance, Financial Services, Fixed Annuities, Vendor Management, Mutual Funds, Strategic Planning, Process Improvement, Sales Leadership..., Instructor-led Training, Technical Training, Strategy, Relationship Management, Banking Relationships, Instructional Design, Written & Oral..., Account Management, New Business Development, 401k, Performance Management, Leadership, Sales
Education
Iowa State University 1985 — 1989
Bachelor of Science, Psychology & Sociology
Harold Cutler's Allstate Financial Services, LLC Experience February 2006 - April 2010
Job President
Industry Financial Services
Experience
Stockbridge Insurance Group May 2010 - Present
Allstate Financial Services, LLC February 2006 - April 2010
Stockbridge Consulting Group 2004 - 2006
Aflac June 2001 - January 2004
Merrill Lynch September 2000 - June 2002
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Healthcare, Brokers, Critical Illness, Whole Life, Accident, Universal Life, Strategic Planning, Retirement Planning, Long-term Care, 401k, Fixed Annuities, Retirement, Medicare, Life Insurance, Financial Planners, Health Policy, Group Insurance, Commercial Insurance, Small Business, Health Savings Accounts, Senior Products, Medicare Advantage, Medicare Supplements, Group Benefits, Health Plans, Long Term Care, Annuities, Dental, Insurance Planning, Annuity, Supplemental Insurance, Benefits, Dentistry, Long Term Care Insurance, Mutual Funds, Strategic Financial..., Underwriting, Estate Planning, Financial Planning
Education
Florida International University
Stockbridge Insurance Group May 2010 - Present
Allstate Financial Services, LLC February 2006 - April 2010
Stockbridge Consulting Group 2004 - 2006
Aflac June 2001 - January 2004
Merrill Lynch September 2000 - June 2002
Skills
Employee Benefits, Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Healthcare, Brokers, Critical Illness, Whole Life, Accident, Universal Life, Strategic Planning, Retirement Planning, Long-term Care, 401k, Fixed Annuities, Retirement, Medicare, Life Insurance, Financial Planners, Health Policy, Group Insurance, Commercial Insurance, Small Business, Health Savings Accounts, Senior Products, Medicare Advantage, Medicare Supplements, Group Benefits, Health Plans, Long Term Care, Annuities, Dental, Insurance Planning, Annuity, Supplemental Insurance, Benefits, Dentistry, Long Term Care Insurance, Mutual Funds, Strategic Financial..., Underwriting, Estate Planning, Financial Planning
Education
Florida International University
Patty Baker (Toal)'s Allstate Financial Services, LLC Experience 2014 - 2014
Job Marketing Manager at Allstate Financial
Industry Financial Services
Experience
Allstate Financial March 2010 - Present
Allstate Financial Services, LLC 2014 - 2014
Allstate Financial May 2005 - March 2010
Allstate Financial May 2002 - May 2005
W.W. Grainger 1999 - 2002
Maurice Sporting Goods 1996 - 1999
Skills
Insurance, Marketing, Project Management, CRM, Direct Marketing, Marketing Strategy, Program Management, Budgets, Life Insurance, Leadership, Financial Services, Fixed Annuities, Time Management, Account Management, Team Building, Trade Shows, Retirement Planning, Customer Service, Team Leadership, Process Improvement, New Business Development, Business Development, Direct Mail, Business Planning, Strategic Planning, Management, Sales, Cross-functional Team..., Strategy
Education
Dominican University 1997 — 2000
B.S. Organizational Leadership
Allstate Financial March 2010 - Present
Allstate Financial Services, LLC 2014 - 2014
Allstate Financial May 2005 - March 2010
Allstate Financial May 2002 - May 2005
W.W. Grainger 1999 - 2002
Maurice Sporting Goods 1996 - 1999
Skills
Insurance, Marketing, Project Management, CRM, Direct Marketing, Marketing Strategy, Program Management, Budgets, Life Insurance, Leadership, Financial Services, Fixed Annuities, Time Management, Account Management, Team Building, Trade Shows, Retirement Planning, Customer Service, Team Leadership, Process Improvement, New Business Development, Business Development, Direct Mail, Business Planning, Strategic Planning, Management, Sales, Cross-functional Team..., Strategy
Education
Dominican University 1997 — 2000
B.S. Organizational Leadership
Kris Cieck's Allstate Financial Services, LLC Experience December 2011 - Present
Job Application Developer at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC December 2011 - Present
Fidelity National Information Services March 2010 - December 2011
Allstate Life Insurance Co 1996 - February 2010
Allstate Financial 1984 - 1996
Education
Harper College 1988 — 1992
Associates, Information Management
Allstate Financial Services, LLC December 2011 - Present
Fidelity National Information Services March 2010 - December 2011
Allstate Life Insurance Co 1996 - February 2010
Allstate Financial 1984 - 1996
Education
Harper College 1988 — 1992
Associates, Information Management
Andrea Fras's Allstate Financial Services, LLC Experience January 2007 - Present
Job Communications Analyst at Allstate Financial Services, LLC
Industry Graphic Design
Experience
Allstate Financial Services, LLC January 2007 - Present
Skills
Newsletters, Corporate Communications, Internal Communications, Dreamweaver, Web Content Management, Content Management, Adobe Acrobat, Advertising, Intranet, Adobe Creative Suite, Communications Planning, InDesign, Copywriting, Direct Mail, Editing
Education
Doane College
Bachelor of Science (B.S.), Graphic Design
Kansas State University
Bachelor of Science (B.S.), Advertising
Allstate Financial Services, LLC January 2007 - Present
Skills
Newsletters, Corporate Communications, Internal Communications, Dreamweaver, Web Content Management, Content Management, Adobe Acrobat, Advertising, Intranet, Adobe Creative Suite, Communications Planning, InDesign, Copywriting, Direct Mail, Editing
Education
Doane College
Bachelor of Science (B.S.), Graphic Design
Kansas State University
Bachelor of Science (B.S.), Advertising
Barbara Wiafe,MBA,MHA's Allstate Financial Services, LLC Experience March 2011 - January 2013
Job Experienced Financial Management Professional
Industry Financial Services
Experience
Amegy Bank March 2013 - Present
Allstate Financial Services, LLC March 2011 - January 2013
Wachovia- A Wells Fargo Company February 2005 - March 2011
Chase March 2000 - February 2005
Skills
Insurance, Team Building, Health Insurance, Long-term Care, Business Analysis, Sales Management, Business Development, Business Strategy, Operations Management, Compliance, Direct Sales, Retirement Planning, Mediation, Dispute Resolution, Finance, Financial Services
Education
Texas Woman's University 2010 — 2012
M.H.A, Health/Health Care Administration/Management
Houston Baptist University 2001 — 2003
Master of Business Administration (MBA), Finance/Business Management
University of Ghana 1993 — 1998
B.A, Liberal Arts
Amegy Bank March 2013 - Present
Allstate Financial Services, LLC March 2011 - January 2013
Wachovia- A Wells Fargo Company February 2005 - March 2011
Chase March 2000 - February 2005
Skills
Insurance, Team Building, Health Insurance, Long-term Care, Business Analysis, Sales Management, Business Development, Business Strategy, Operations Management, Compliance, Direct Sales, Retirement Planning, Mediation, Dispute Resolution, Finance, Financial Services
Education
Texas Woman's University 2010 — 2012
M.H.A, Health/Health Care Administration/Management
Houston Baptist University 2001 — 2003
Master of Business Administration (MBA), Finance/Business Management
University of Ghana 1993 — 1998
B.A, Liberal Arts
Rick Bryan's Allstate Financial Services, LLC Experience August 2007 - October 2007
Job Systems Analyst/Developer at Healogics
Industry Computer Software
Experience
Healogics, Inc. August 2014 - August 2015
Carlisle & Gallagher Consulting Group November 2013 - August 2014
InfoTech International, LLC July 2008 - November 2013
American Classic Agency November 2007 - July 2008
Allstate Financial Services, LLC August 2007 - October 2007
Synergistc Systems 2000 - 2007
Skills
C#, ASP.NET, VB.NET, JavaScript, SQL Server, Microsoft SQL Server, jQuery, Crystal Reports, Subversion, KnockoutJS, Bing Maps, LINQ, WCF, T-SQL, Database Design, Software Design, IIS, WinForms, ASP.NET MVC, .NET, Telerik, DevExpress, Photoshop, MVC 2/3, Aspose, RESTful WebServices, Entity Framework, Web Services API, AngularJS
Education
Florida Community College at Jacksonville
Healogics, Inc. August 2014 - August 2015
Carlisle & Gallagher Consulting Group November 2013 - August 2014
InfoTech International, LLC July 2008 - November 2013
American Classic Agency November 2007 - July 2008
Allstate Financial Services, LLC August 2007 - October 2007
Synergistc Systems 2000 - 2007
Skills
C#, ASP.NET, VB.NET, JavaScript, SQL Server, Microsoft SQL Server, jQuery, Crystal Reports, Subversion, KnockoutJS, Bing Maps, LINQ, WCF, T-SQL, Database Design, Software Design, IIS, WinForms, ASP.NET MVC, .NET, Telerik, DevExpress, Photoshop, MVC 2/3, Aspose, RESTful WebServices, Entity Framework, Web Services API, AngularJS
Education
Florida Community College at Jacksonville
John Ridoux's Allstate Financial Services, LLC Experience January 2004 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Insurance
Experience
Diversified Benefits, Inc. January 2004 - Present
Diverified Benefits, Inc. January 2004 - Present
Allstate Financial Services, LLC January 2004 - Present
NAIFA 2005 - July 2013
Allstate 1972 - 2004
Skills
Disability Insurance, Life Insurance, Term Life Insurance, Health Insurance, Insurance, Property & Casualty..., Accident, Commercial Insurance, Employee Benefits, Umbrella Insurance, Retirement, Homeowners, Workers Compensation, Casualty, General Insurance, Retirement Planning, Sales Management, Strategic Planning, Sales, Claim, Whole Life, Long-term Care, Fixed Annuities, Investments, Long Term Care Insurance, 401k, Liability, Small Business, Health Savings Accounts, Professional Liability, Renters, Strategic Financial..., Motorcycle, Series 6, Group Insurance, Financial Planners, Financial Advisory, Agents, Legal Liability, Mutual Funds, Series 63, Underwriting, Estate Planning, Brokers, Commercial Lines, Claims Management, Universal Life, Critical Illness, IRAs
Education
Indiana University Bloomington 1964 — 1968
Bachelor's degree, Finance
Kokomo High School 1960 — 1964
Diversified Benefits, Inc. January 2004 - Present
Diverified Benefits, Inc. January 2004 - Present
Allstate Financial Services, LLC January 2004 - Present
NAIFA 2005 - July 2013
Allstate 1972 - 2004
Skills
Disability Insurance, Life Insurance, Term Life Insurance, Health Insurance, Insurance, Property & Casualty..., Accident, Commercial Insurance, Employee Benefits, Umbrella Insurance, Retirement, Homeowners, Workers Compensation, Casualty, General Insurance, Retirement Planning, Sales Management, Strategic Planning, Sales, Claim, Whole Life, Long-term Care, Fixed Annuities, Investments, Long Term Care Insurance, 401k, Liability, Small Business, Health Savings Accounts, Professional Liability, Renters, Strategic Financial..., Motorcycle, Series 6, Group Insurance, Financial Planners, Financial Advisory, Agents, Legal Liability, Mutual Funds, Series 63, Underwriting, Estate Planning, Brokers, Commercial Lines, Claims Management, Universal Life, Critical Illness, IRAs
Education
Indiana University Bloomington 1964 — 1968
Bachelor's degree, Finance
Kokomo High School 1960 — 1964
GLYNN BANKS, LUTCF's Allstate Financial Services, LLC Experience August 2015 - Present
Job Transamerica Agency Network
Industry Insurance
Experience
Allstate Financial Services, LLC August 2015 - Present
Transamerica Agency Network, Inc. August 2014 - July 2015
Independent Insurance Agents and Brokers of America June 2006 - July 2014
American General Life Companies is now part of the AIG Family! September 1984 - June 2006
Skills
Disability Insurance, Customer Service, Term Life Insurance, Sales Management, Insurance, Health Insurance, Professional Liability, Sales, Life Insurance, Employee Benefits, Umbrella Insurance, Retirement Planning, General Insurance, Mortgage Lending, Selling, Commercial Insurance, Medicare, Cold Calling, Retirement, Direct Sales, Brokers, Account Management, Health Savings Accounts, Whole Life, Property & Casualty..., Accident Insurance, Casualty, Estate Planning
Education
Georgia State University 1974 — 1977
Business Administration and Management, General
Georgia State University 1974 — 1977
Business, Management, Marketing, and Related Support Services
Allstate Financial Services, LLC August 2015 - Present
Transamerica Agency Network, Inc. August 2014 - July 2015
Independent Insurance Agents and Brokers of America June 2006 - July 2014
American General Life Companies is now part of the AIG Family! September 1984 - June 2006
Skills
Disability Insurance, Customer Service, Term Life Insurance, Sales Management, Insurance, Health Insurance, Professional Liability, Sales, Life Insurance, Employee Benefits, Umbrella Insurance, Retirement Planning, General Insurance, Mortgage Lending, Selling, Commercial Insurance, Medicare, Cold Calling, Retirement, Direct Sales, Brokers, Account Management, Health Savings Accounts, Whole Life, Property & Casualty..., Accident Insurance, Casualty, Estate Planning
Education
Georgia State University 1974 — 1977
Business Administration and Management, General
Georgia State University 1974 — 1977
Business, Management, Marketing, and Related Support Services
Patrick Jeneseke's Allstate Financial Services, LLC Experience September 2015 - Present
Job Compliance Consultant at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC September 2015 - Present
Securities America, Inc. Member FINRA/SIPC June 2013 - August 2015
Charles Schwab January 2007 - June 2013
Skills
Financial Services, Securities, Investments, Mutual Funds, Wealth Management, Investment Strategies, Management, Budgets, FINRA Series 4, 7, 9,..., Regulatory Compliance
Education
Keller Graduate School of Management of DeVry University 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Purdue University
Bachelor of Arts (B.A.), Clinical Psychology
Allstate Financial Services, LLC September 2015 - Present
Securities America, Inc. Member FINRA/SIPC June 2013 - August 2015
Charles Schwab January 2007 - June 2013
Skills
Financial Services, Securities, Investments, Mutual Funds, Wealth Management, Investment Strategies, Management, Budgets, FINRA Series 4, 7, 9,..., Regulatory Compliance
Education
Keller Graduate School of Management of DeVry University 1998 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Purdue University
Bachelor of Arts (B.A.), Clinical Psychology
Sherrod Avery's Allstate Financial Services, LLC Experience November 2006 - October 2014
Job Sales Associate at Scott Clark's Toyota
Industry Retail
Experience
Scott Clark's Toyota January 2015 - Present
Allstate Financial Services, LLC November 2006 - October 2014
Convergys September 2004 - October 2006
Peak Fitness November 2003 - August 2004
Skills
Microsoft Office, Sales, Financial Accounting, Accounts Payable, Accounts Receivable, Outlook, Management, Project Management, Proofreading, Time Management, People-oriented, Goal Oriented, Learning Quickly, Quick Thinker, Flexibility, Accounting, Financial Analysis, Public Speaking, Customer Service, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Team Building
Education
Johnson C. Smith University - JCSU 1998 — 2003
Bachelor of Arts (BA), Business Management & Sports Management
Scott Clark's Toyota January 2015 - Present
Allstate Financial Services, LLC November 2006 - October 2014
Convergys September 2004 - October 2006
Peak Fitness November 2003 - August 2004
Skills
Microsoft Office, Sales, Financial Accounting, Accounts Payable, Accounts Receivable, Outlook, Management, Project Management, Proofreading, Time Management, People-oriented, Goal Oriented, Learning Quickly, Quick Thinker, Flexibility, Accounting, Financial Analysis, Public Speaking, Customer Service, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Team Building
Education
Johnson C. Smith University - JCSU 1998 — 2003
Bachelor of Arts (BA), Business Management & Sports Management
Vince Caputo's Allstate Financial Services, LLC Experience January 2005 - January 2006
Job Business Development Consultant & Entrepreneur
Industry Health, Wellness and Fitness
Experience
nutraMetrix, Division of Market America July 2004 - Present
The Princeton Review January 2006 - Present
Allstate Financial Services, LLC January 2005 - January 2006
IMC Home Mortgage Co. February 2004 - January 2005
Primerica Financial Services - Division of Citigroup Inc June 2002 - January 2004
Continental Systems & Technologies, Inc. February 2000 - January 2002
Education
LIU Post 1993 — 2000
MBA, BS - Accounting, Accounting & Corporate Finance
nutraMetrix, Division of Market America July 2004 - Present
The Princeton Review January 2006 - Present
Allstate Financial Services, LLC January 2005 - January 2006
IMC Home Mortgage Co. February 2004 - January 2005
Primerica Financial Services - Division of Citigroup Inc June 2002 - January 2004
Continental Systems & Technologies, Inc. February 2000 - January 2002
Education
LIU Post 1993 — 2000
MBA, BS - Accounting, Accounting & Corporate Finance
Jerry Korchak's Allstate Financial Services, LLC Experience May 2003 - August 2004
Job Financial Advisor at NFP Securities
Industry Financial Services
Experience
NFP Securities September 2004 - Present
Allstate Financial Services, LLC May 2003 - August 2004
Morgan Stanley October 1989 - December 2002
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Retirement, Series 63, Securities, Investments, Strategic Financial..., Fixed Annuities, Estate Planning, Uniform Combined State..., Equities, Financial Advisory, Asset Management, Alternative Investments, Portfolio Management, FINRA, 401k
Education
Illinois State University
Bachelor of Arts (BA), Economics, Business Administration
NFP Securities September 2004 - Present
Allstate Financial Services, LLC May 2003 - August 2004
Morgan Stanley October 1989 - December 2002
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Retirement, Series 63, Securities, Investments, Strategic Financial..., Fixed Annuities, Estate Planning, Uniform Combined State..., Equities, Financial Advisory, Asset Management, Alternative Investments, Portfolio Management, FINRA, 401k
Education
Illinois State University
Bachelor of Arts (BA), Economics, Business Administration
Robert Burns CLU, ChFC's Allstate Financial Services, LLC Experience January 2015 - Present
Job Financial Specialist, at Allstate Financial Services
Industry Insurance
Experience
Allstate Financial Services, LLC January 2015 - Present
Allstate Financial Services, LLC May 2004 - December 2014
Skills
Term Life Insurance, Whole Life, Universal Life, Disability Insurance, Critical Illness, Life Insurance, Insurance, Fixed Annuities, Long-term Care, Employee Benefits, Long Term Care Insurance, Annuities, Group Benefits, Retirement Planning, IRA's, Mortgage Protection, 401k, Roth IRA, Retirement, IRAs
Education
Duquesne University 1970 — 1974
Bachelor of Science, Business Administration
Allstate Financial Services, LLC January 2015 - Present
Allstate Financial Services, LLC May 2004 - December 2014
Skills
Term Life Insurance, Whole Life, Universal Life, Disability Insurance, Critical Illness, Life Insurance, Insurance, Fixed Annuities, Long-term Care, Employee Benefits, Long Term Care Insurance, Annuities, Group Benefits, Retirement Planning, IRA's, Mortgage Protection, 401k, Roth IRA, Retirement, IRAs
Education
Duquesne University 1970 — 1974
Bachelor of Science, Business Administration
Rathi Lieu's Allstate Financial Services, LLC Experience June 2013 - Present
Job Customer Service Representative at Allstate Financial Services, LLC
Industry Telecommunications
Experience
Allstate Financial Services, LLC June 2013 - Present
Granite November 2010 - April 2012
Education
Lasell College 2005 — 2009
Bachelor of Science (BS), Criminal Justice
Allstate Financial Services, LLC June 2013 - Present
Granite November 2010 - April 2012
Education
Lasell College 2005 — 2009
Bachelor of Science (BS), Criminal Justice
Ellen P. McCorkle's Allstate Financial Services, LLC Experience 2003 - 2005
Job Operations and Controls Consultant
Industry Financial Services
Experience
The Prudential Insurance Company of America, Newark, NJ 2011 - Present
MetLife Insurance Company 2005 - 2011
Allstate Financial Services, LLC 2003 - 2005
Allstate Financial Services, LLC 2001 - 2003
Emplifi Consulting Company 2000 - 2001
Axis Securities, LLC 1997 - 1998
Lehman Brothers 1994 - 1995
Invest Financial Services 1991 - 1994
Skills
Financial Services, Investments, Securities, Employee Benefits, Insurance, Internal Controls, Finance, Risk Management, Financial Risk, Process Improvement
Education
Lipscomb University
The Prudential Insurance Company of America, Newark, NJ 2011 - Present
MetLife Insurance Company 2005 - 2011
Allstate Financial Services, LLC 2003 - 2005
Allstate Financial Services, LLC 2001 - 2003
Emplifi Consulting Company 2000 - 2001
Axis Securities, LLC 1997 - 1998
Lehman Brothers 1994 - 1995
Invest Financial Services 1991 - 1994
Skills
Financial Services, Investments, Securities, Employee Benefits, Insurance, Internal Controls, Finance, Risk Management, Financial Risk, Process Improvement
Education
Lipscomb University
Greta McMaster's Allstate Financial Services, LLC Experience October 2004 - Present
Job Staff Compliance Analyst at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC October 2004 - Present
Skills
Microsoft Office, Customer Service
Education
Concordia University-Seward, NE 1978 — 1980
B.A. Music/ B.S Education, Music
Metropolitan State University of Denver 1978 — 1978
Music
St. John's College - Winfield, KS 1976 — 1978
Associate of Arts (A.A.), Music
Allstate Financial Services, LLC October 2004 - Present
Skills
Microsoft Office, Customer Service
Education
Concordia University-Seward, NE 1978 — 1980
B.A. Music/ B.S Education, Music
Metropolitan State University of Denver 1978 — 1978
Music
St. John's College - Winfield, KS 1976 — 1978
Associate of Arts (A.A.), Music
Heather Steckel's Allstate Financial Services, LLC Experience April 2010 - Present
Job Administrative Assistant
Industry Insurance
Experience
Allstate Financial Services, LLC April 2010 - Present
Kettering Medical Center March 2005 - March 2010
Education
Hondros College 2010 — 2010
Insurance License P&C, Life & Health, Insurance
Allstate Financial Services, LLC April 2010 - Present
Kettering Medical Center March 2005 - March 2010
Education
Hondros College 2010 — 2010
Insurance License P&C, Life & Health, Insurance
Brown Drew's Allstate Financial Services, LLC Experience June 2005 - Present
Job OFFICE MANAGER at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC June 2005 - Present
United States Air Force May 1984 - May 2005
Mission Readiness Training May 1984 - May 2005
Education
Lewis University 1981 — 1984
Bachelor of Science (BS), Marketing/Marketing Management, General
Allstate Financial Services, LLC June 2005 - Present
United States Air Force May 1984 - May 2005
Mission Readiness Training May 1984 - May 2005
Education
Lewis University 1981 — 1984
Bachelor of Science (BS), Marketing/Marketing Management, General
Kequanna Evans's Allstate Financial Services, LLC Experience March 2013 - Present
Job Service Associate at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC March 2013 - Present
Skills
Retirement Planning, Investments, Wealth Management, Life Insurance, Relationship Management, Banking, Strategic Financial..., Portfolio Management, Customer Service, Series 63, Series 7, Series 6, Finance, Credit
Education
DeVry University 2009 — 2013
B.A Bio Medical Engineering
Carver Military Academy 2000 — 2004
Allstate Financial Services, LLC March 2013 - Present
Skills
Retirement Planning, Investments, Wealth Management, Life Insurance, Relationship Management, Banking, Strategic Financial..., Portfolio Management, Customer Service, Series 63, Series 7, Series 6, Finance, Credit
Education
DeVry University 2009 — 2013
B.A Bio Medical Engineering
Carver Military Academy 2000 — 2004
Matt Laury's Allstate Financial Services, LLC Experience July 2012 - July 2013
Job Sr. Consultant
Industry Insurance
Experience
Allstate B2B Strategy and Innovation July 2013 - Present
Allstate Financial Services, LLC July 2012 - July 2013
Allstate July 2011 - July 2012
Citadel (formerly Omnium LLC) June 2010 - August 2010
Skills
Strategy, Business Strategy, Financial Analysis, Financial Modeling, Strategic Financial..., Consulting, Strategic Forecasting, Financial Reporting, Microsoft Excel, PowerPoint, Advance Planning, Small Business, Sales Operations, Financial Advisory, Business Advisory
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Applied Science (BASc), Finance, International Business, Chinese (Mandarin)
National Taiwan Normal University 2009 — 2009
Certificate, Level 3 Mandarin Chinese Intensive Summer Program, A
Allstate B2B Strategy and Innovation July 2013 - Present
Allstate Financial Services, LLC July 2012 - July 2013
Allstate July 2011 - July 2012
Citadel (formerly Omnium LLC) June 2010 - August 2010
Skills
Strategy, Business Strategy, Financial Analysis, Financial Modeling, Strategic Financial..., Consulting, Strategic Forecasting, Financial Reporting, Microsoft Excel, PowerPoint, Advance Planning, Small Business, Sales Operations, Financial Advisory, Business Advisory
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Applied Science (BASc), Finance, International Business, Chinese (Mandarin)
National Taiwan Normal University 2009 — 2009
Certificate, Level 3 Mandarin Chinese Intensive Summer Program, A
Doug Kierstein's Allstate Financial Services, LLC Experience December 2014 - Present
Job Entrepreneur
Industry Financial Services
Experience
Allstate Financial Services, LLC December 2014 - Present
Self-employed October 1997 - Present
TIAA-CREF May 2007 - March 2013
Skills
Financial Services, Wealth Management, Series 63, Investments, Retirement, Retirement Planning, Asset Management, Mutual Funds, Securities, Portfolio Management, Series 7, Asset Allocation
Education
Metropolitan State University of Denver 1992 — 1999
Bachelor's degree, Finance, IS and Economics
Allstate Financial Services, LLC December 2014 - Present
Self-employed October 1997 - Present
TIAA-CREF May 2007 - March 2013
Skills
Financial Services, Wealth Management, Series 63, Investments, Retirement, Retirement Planning, Asset Management, Mutual Funds, Securities, Portfolio Management, Series 7, Asset Allocation
Education
Metropolitan State University of Denver 1992 — 1999
Bachelor's degree, Finance, IS and Economics
Kristen Mitter's Allstate Financial Services, LLC Experience September 2013 - Present
Job Marketing and Customer Service Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC September 2013 - Present
Education
James Madison University 2009 — 2014
Bachelor of Arts (BA), International Relations and Affairs
Allstate Financial Services, LLC September 2013 - Present
Education
James Madison University 2009 — 2014
Bachelor of Arts (BA), International Relations and Affairs
Kristin Hebert- Bellard's Allstate Financial Services, LLC Experience June 2010 - Present
Job Licensed Insurance Agent at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC June 2010 - Present
Education
McNeese State University 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Allstate Financial Services, LLC June 2010 - Present
Education
McNeese State University 2003 — 2006
Bachelor of Science (BS), Business Administration and Management, General
Jennifer Koski's Allstate Financial Services, LLC Experience 2001 - 2002
Job General Office /Bookkeeping at Construction Company
Industry Financial Services
Experience
Self November 2002 - Present
Allstate Financial Services, LLC 2001 - 2002
Skills
General Bookkeeping, QuickBooks, Microsoft Word, Microsoft Excel, 10 Key, Typing, Customer Service, product research, Invoicing, Estimates
Education
Lake Superior College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Accounting
Self November 2002 - Present
Allstate Financial Services, LLC 2001 - 2002
Skills
General Bookkeeping, QuickBooks, Microsoft Word, Microsoft Excel, 10 Key, Typing, Customer Service, product research, Invoicing, Estimates
Education
Lake Superior College 2010 — 2012
Associate of Arts and Sciences (A.A.S.), Accounting
TAMMY IVY's Allstate Financial Services, LLC Experience I'm a licensed sales agent that can service all your insurance needs.Sales ProducerALLSTATEFebruary 2014 - Present
Job Sales Producer at ALLSTATE
Industry Financial Services
Experience
Allstate Financial Services, LLC I'm a licensed sales agent that can service all your insurance needs.Sales ProducerALLSTATEFebruary 2014 - Present
United States Army National Guard September 1988 - Present
A-Affordable Auto Insurance March 1996 - January 2014
Skills
Automobile, Commercial Insurance, Small Business, Boat Insurance, Motorcycle Insurance, Homeowners Insurance, Life Insurance, Annuity Sales
Education
Detroit Business Institute-Downriver 1983 — 1985
Allstate Financial Services, LLC I'm a licensed sales agent that can service all your insurance needs.Sales ProducerALLSTATEFebruary 2014 - Present
United States Army National Guard September 1988 - Present
A-Affordable Auto Insurance March 1996 - January 2014
Skills
Automobile, Commercial Insurance, Small Business, Boat Insurance, Motorcycle Insurance, Homeowners Insurance, Life Insurance, Annuity Sales
Education
Detroit Business Institute-Downriver 1983 — 1985
Susan Rivera Richards's Allstate Financial Services, LLC Experience September 2013 - April 2014
Job Customer Service Representative at Allstate Financial Services, LLC
Industry Human Resources
Experience
Allstate Financial Services, LLC September 2013 - April 2014
US Army March 2002 - May 2005
Skills
l Commercial law l..., Employee recruitment l..., Managed high call..., Maintained security of...
Education
Strayer University 2014 — 2016
Master of Business Administration (MBA), Human Resources Management/Generalist
Jones College-Jacksonville 2010 — 2013
Bachelor of Science (BS), Paralegal Studies
Allstate Financial Services, LLC September 2013 - April 2014
US Army March 2002 - May 2005
Skills
l Commercial law l..., Employee recruitment l..., Managed high call..., Maintained security of...
Education
Strayer University 2014 — 2016
Master of Business Administration (MBA), Human Resources Management/Generalist
Jones College-Jacksonville 2010 — 2013
Bachelor of Science (BS), Paralegal Studies