Allstate Financial Services, LLC
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Allstate Financial Services, LLC Employees
Redpath Consulting LLC January 2007 - Present
Redpath Consulting LLC 2007 - Present
Allstate Financial Services, LLC May 2013 - December 2014
Delaware Investments, a member of the Macquarie Group July 2006 - December 2006
Advest Inc/Merrill Lynch September 2002 - July 2006
Tucker Anthony January 1999 - October 2001
Smith Barney 1989 - 1995
Skills
Finance, Business Development, Marketing Strategy, Budgets, Retail, New Business Development, Investments, Mergers & Acquisitions, Financial Analysis, Management, Entrepreneurship, Procurement, Asset Management, Project Management, Research, Strategic Planning, Business Strategy, Energy, Corporate Finance, Contract Negotiation, Sales, Sales Management, Strategic Financial..., Due Diligence, Asset Managment, Portfolio Management, Mergers, Risk Management, Biofuels, Operations Management, Strategy, Start-ups, Negotiation, Product Management, Trading, Leadership, Investor Relations, Venture Capital, Marketing, Equities, Team Building, Capital Markets, Product Development, Public Speaking, Financial Modeling, Hedge Funds, Business Analysis, Private Equity, Management Consulting, Analysis
Education
St. Lawrence University 1973 — 1977
BS, Geology
Montclair Academy 1966 — 1973
Allstate Financial January 2013 - Present
Allstate Financial Services, LLC February 2011 - January 2013
MRSI, Inc May 2008 - July 2009
Skills
Customer Service, Strategic Financial..., Financial Analysis, Customer Support, Retirement Planning, Mutual Funds, Insurance, Life Insurance, Administrative..., Administrative..., Leadership, Retirement, Financial Planning, General Insurance, Sales, Process Improvement, Microsoft Excel
Education
Rock Valley College 2007 — 2008
Associate's Degree
Woburn Memorial High 2004 — 2006
High School
Allstate Insurance August 2014 - Present
Life Time - The Healthy Way of Life Company March 2014 - Present
Allstate Financial Services, LLC October 2012 - August 2014
Allstate Financial Services, LLC May 2012 - October 2012
Motor Werks of Barrington 2008 - 2012
Skills
Sales Process, Customer Satisfaction, Sales Management, Customer Retention, Cold Calling, Customer Service, Sales, Microsoft Office, PowerPoint, Microsoft Excel, Time Management, Team Building
Education
Northern Illinois University 2003 — 2008
Bachelor of Arts (B.A.), English Language and Literature, General
Allstate Financial Services, LLC
Skills
Retirement Planning, Fixed Annuities, Life Insurance, Term Life Insurance, Public Speaking, Event Planning, IRAs, Leadership, Microsoft Office, Disability Insurance, Team Building, Customer Service, Strategic Planning, Management, Microsoft Excel, Sales, Budgets, Marketing, Microsoft Word, Social Networking, PowerPoint
Education
South Carolina State University
Allstate Financial Services, LLC January 2008 - Present
Allstate April 2002 - December 2007
Skills
Fixed Annuities, Life Insurance, Term Life Insurance, Insurance, Disability Insurance, Retirement, Long-term Care, IRAs, Property & Casualty..., Mutual Funds, Health Insurance, Retirement Planning, Long Term Care Insurance, Whole Life, Series 6
Education
Robert Morris University - Illinois
Bachelor of Business Administration (BBA), Business Administration and Management, General
Governor's Office Of Storm Recovery March 2015 - Present
Office of the New York State Assemblyman Michael Blake November 2014 - March 2015
Global Health AspirAction January 2014 - June 2014
Department of Veterans Affairs May 2011 - August 2011
Johns Hopkins Bloomberg School of Public Health March 2009 - June 2011
Allstate Financial Services, LLC January 2008 - October 2008
Morgan Stanley May 2007 - August 2007
Skills
Data Analysis, Strategic Planning, Administration, Event Planning, Excel, Research, Process Improvement, Economic Development, Higher Education, Public Speaking, Community Outreach, Microsoft Excel, Access, System Administration, Spanish, Nonprofits, Teaching, Policy, Microsoft Office, Fundraising, Government, Customer Service, Microsoft Word, PowerPoint, Policy Analysis, Program Development, Program Evaluation, Leadership Development, Public Policy, Editing, SPSS, Grant Writing, Staff Development, Volunteer Management, Leadership, Grants, Program Management, Qualitative Research, Community Development, International Relations, Statistics, Proposal Writing, Training, Analysis, Organizational..., Public Relations, International..., Workshop Facilitation, Project Management, Social Media
Education
New York University 2011 — 2014
Master of Public Administration (MPA), International Policy Analysis and Management
The Washington Center for Internships and Academic Seminars 2011 — 2011
Academic Internship Semester
Shaw University 2005 — 2009
B.S., Business Administration
Allstate Financial Services, LLC
Skills
Claim, Insurance, General Insurance, Liability, Property & Casualty...
Education
Monmouth University 2004 — 2008
Bachelors, Criminal Justice
Allstate Financial Services, LLC February 2013 - Present
Harris Teeter September 2012 - February 2013
Panther Family Fun Center December 2010 - December 2011
Education
Radford University 2013 — 2015
Undergraduate Student, forensic Archaeology
Northern Virginia Community College 2011 — 2013
Associate's degree, Archaeology
Allstate Financial Services, LLC September 2014 - Present
Skills
Long Term Care, Disability Insurance, Insurance, Sales Management, Annuities, Recruiting, Training, New Business Development, Life Insurance, Long-term Care, Retirement Planning, Term Life Insurance, Fixed Annuities, Employee Benefits, Talent Acquisition, Business Development, Sales, Customer Retention, Health Insurance
Education
Millikin University 2001 — 2003
Bachel of Science, Business Management
Olney Central College 1998 — 2001
Associates in Science, Business Management
Michael David Winery October 2013 - Present
Oak Farm Vineyards March 2012 - August 2013
TaxBrain.com 2010 - 2012
Allstate Financial Services, LLC 2009 - 2010
Shinn Wealth Strategies & Ins. Solutions 2000 - 2009
Skills
Marketing Communications, Communication, Marketing Strategy, Marketing, Management, Sales Management, Project Management, Wine & Spirits Industry, Hospitality, Hospitality Management, Brand Development, Brand Management, Direct to Consumer, E-commerce, ROI Strategies, ROI Management, Speech Communications, Wineries, Public Speaking, Wine Tasting, Wine Sales, Customer Service, Wine, Event Management, Food, Sales
Education
Multnomah University 1996 — 2000
Bachelors Degree, Communication & Business Administration
Cogent Communications August 2015 - Present
Allstate Financial Services, LLC April 2015 - August 2015
Comodo April 2014 - April 2015
Calandra's iL Vecchio Cafe April 2010 - April 2014
Clifton Health Department August 2013 - December 2013
Skills
Public Speaking, Sales, Research, Leadership, PowerPoint, Critical Thinking, Public Health, SPSS, Customer Service, Community Outreach, Microsoft Excel, Health Education, Network Security, Antivirus, Fundraising, Microsoft Office, Environmental Science, Environmental Health, Science, Student Development, Program Evaluation, Internet Security, SSL Certificates, CPR Certified, Microsoft Word, Social Media, Psychology, Customer Experience, Business, Competitive Analysis, International Sales, Technology, Operational Excellence, Event Planning, Social Networking, Marketing, Social Media Marketing, Direct Sales, Account Management, Salesforce.com, Sales Prospecting, Solution Selling, Sales Operations, Telecommunications, New Business Development, Internet Services, Time Management
Education
Montclair State University 2010 — 2013
Bachelor's Degree, Public Health, Bachelor of Science - 3.7 GPA
University of Rhode Island 2007 — 2009
Bachelor's of Science, Public Health
Verona High School 2004 — 2007
High School
NCR Corporation May 2015 - Present
CompuCom June 2014 - Present
Teleflora - Imaging Services Department June 2013 - May 2014
HUD January 2014 - January 2014
Barrister Global Services Network January 2014 - January 2014
The Mutual Fund Store January 2014 - January 2014
Insight Global and Dell Computer Company January 2014 - January 2014
Devon Energy / Contracter Gray Cox, GCox@PartnersConsulting.com December 2013 - December 2013
Starbucks October 2013 - October 2013
Allstate Financial Services, LLC October 2013 - October 2013
Skills
Certification (DCSE..., Ceramics and Sculpture, AutoCAD 2006 & 2012, Revit 2012, Autodesk Software, Past Owner / Three..., #1 Kula Fresh Water, #2 Zion Graphic Design, #3 Funk Brothers Snow..., Windows XP Pro, Adobe Creative Suite, Windows Vista, Windows 7, Windows 8, Troubleshooting, Call Centers, Canon, Dell Printers, Scanners, Microsoft Excel, Microsoft Office, Microsoft Word, Windows XP, Printers, Hardware, Operating Systems, Computer Repair, Illustrator, Photoshop, HTML, QuarkXPress, Software Installation, Laptops
Education
University of Oklahoma
Art Design, Architecture, Physics and Engineering
Oklahoma State University-Oklahoma City
Associate's Degree, Engineering / Architecture
Wichita State University
Ceramic Arts, Graphics, Painting, Sculpture, Communications, Audio Production
Allstate Financial Services, LLC April 2013 - Present
Forever 21 October 2010 - October 2012
Nordstrom September 2009 - April 2010
Skills
Visual Merchandising, Apparel, Styling, Fashion, Trend, Window Displays, Fashion Design, Sewing, Fashion Shows
Education
Oakland University 2001 — 2006
Bachelor of Science, Marketing, Department Honors
International Academy of Design and Technology 2004 — 2005
Associate of Fine Arts, Fashion Design, Magna Cum Laude
Allstate Financial Services, LLC April 2014 - Present
NYLIFE Securities LLC April 2012 - April 2014
KFOX TV November 2001 - April 2011
KVIA-TV 1993 - 1998
Skills
Insurance, Investments, Financial Services, Life Insurance, Small Business, Strategic Planning, Sales Management, 401k Rollovers, Social Networking, Licensed Life Insurance..., Asset Protection, Wealth Preservation..., Annuity Sales, Legacies
Education
Webster University
Master of Business Administration (M.B.A.)
New Mexico State University
Bachelor of Arts (B.A.), Political Science and Government
Allstate Financial Services, LLC October 2014 - Present
LPL Financial June 2012 - September 2014
VALIC 2010 - May 2012
Marcus & Millichap 2006 - 2008
American Express Financial Advisors 2004 - 2005
self-employed 1998 - 2004
Skills
Strategic Financial..., Retirement Planning, Qualified Retirement..., Traditional IRA, Roth IRA, SEP IRA, 401k Rollovers, 457 Plans, 403 b, 529 Plans, ETFs, Mutual Funds, Life Insurance, Health Insurance, Long-term Care, Disability Insurance, Municipal Bonds, Bonds, Structured Products, Alternative Investments, Unit Investment Trusts, Annuity Sales, Securities, Options Strategies, Key Person Insurance, Term Life Insurance, Whole Life, Fixed Income, Variable Life, Variable Annuities, Universal Life, Indexed Annuities, Fixed Annuities, REIT, Managed Futures, Wrap Accounts, Brokerage, Employee Stock Options
Education
Northwestern University 1992 — 1997
Communications
Wells Fargo Advisors, LLC May 2012 - Present
Allstate Financial Services, LLC May 2007 - May 2012
Smith Barney November 2004 - May 2007
UBS February 2001 - November 2004
Donaldson, Lufkin & Jenrette August 1998 - February 2001
Fidelity Investments December 1994 - September 1997
Bear Stearns August 1993 - September 1994
Skills
Investments, Asset Allocation, Financial Analysis, Finance, Private Equity
Education
Southern Methodist University - Cox School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Finance & Accounting
The University of Texas at Austin 1988 — 1992
Bachelor's Degree, Economics
Allstate Financial Services, LLC October 2008 - Present
SMITH HAYES Financial Services October 2007 - October 2008
Allstate Financial Services, LLC March 2007 - October 2007
Skills
Trading, Margin, Customer Service
Education
Minnesota State University, Mankato 1996 — 2001
Bachelor of Arts (B.A.), English Language and Literature, General
Minnesota State University, Mankato
Allstate August 2014 - Present
Allstate Financial Services, LLC July 2009 - August 2014
Allstate Insurance January 2009 - July 2009
Michigan State University August 2007 - May 2008
Prairie Star January 2006 - December 2007
Skills
Financial Services, Applicant Tracking..., Insurance, Recruiting, Health Insurance, Relationship Management, Talent Acquisition, Cold Calling, Employee Benefits, Finance, Technical Recruiting, Human Resources, Mutual Funds, Sourcing, Customer Retention, Consulting, Sales, Strategic Financial..., Business Development, Risk Management, Internet Recruiting, Onboarding, Training, Screening, Contract Recruitment, Screening Resumes, Employee Relations, Interviews, Talent Management, Benefits Negotiation, Executive Search, Leadership, Taleo, College Recruiting, Temporary Placement, Deferred Compensation, Time Management, Staffing Services, Benefits Administration, Resume Writing, Marketing, Building Relationships, Hiring, Succession Planning, Workers Compensation, Performance Management, Workforce Planning, Temporary Staffing, New Hire Orientations, Job Fairs
Education
Michigan State University 2004 — 2008
BA, Communications
Allstate Financial Services, LLC June 2013 - Present
Skills
Public Speaking, Pianist, Project Implementation, Project Coordination, Training & Development, Sales Process, Leadership Development, Education, Marketing Strategy, Strategic Planning, Insurance Planning, Curriculum Development, Writing, Efficiency Improvement, Compliance, Advertising, Product Development, Creative Problem Solving, Cross-functional Team..., Brand Development, New Business Development, ComedySportz Rec. League, Series 7, Series 63, Master of Science in..., Management Consulting, Radio Broadcasting, Legal Research, Microsoft Office, Life and Health Licenses, Insurance, Employee Training, Life Insurance, Financial Planners, Fixed Annuities, Strategic Financial..., Management, Recruiting, Program Management, Performance Improvement, Training, Health Insurance, Sales, Coaching, Employee Benefits, Business Development, Strategic Partnerships, Long-term Care, Investments, Financial Planning
Education
American College 1997 — 2006
MSFS, ChFC, CLU, Financial Services
Milwaukee Area Technical College 1995 — 1996
Associate, Paralegal
Université de Bourgogne 1992 — 1993
Deuxieme Degree, General French Studies
University of Wisconsin-Oshkosh 1989 — 1993
BA, French/ Philosophy, 3.75
Waukesha South High School 1986 — 1989
Graduate, High School/Secondary Diplomas and Certificates
Allstate Financial Services, LLC April 2014 - Present
Allstate Financial Services, LLC September 2013 - March 2014
Migration Project Wells\Dell November 2012 - June 2013
PGA TOUR August 2012 - November 2012
Bank of America September 2011 - March 2012
Bank of America 2011 - 2012
Interlinebrands October 2010 - April 2011
Wachovia/ Wells Fargo February 2010 - October 2010
Afni February 2009 - September 2009
Time Warner Cable January 2007 - October 2007
Skills
Vendor Management, Disaster Recovery, SDLC, SharePoint, Visio, Active Directory, Risk Management, Technical Support, Troubleshooting, ITIL, Call Centers, Customer Service, Hardware, Help Desk Support, Microsoft Office, Networking, Operating Systems, Software Documentation, Technical Recruiting, Windows 7
Education
Northwest Vista College 2005 — 2005
Associate’s degree, computer science
Victorville High School
Computer Science
Arch Insurance Group June 2014 - Present
Allstate Financial Services, LLC January 2014 - March 2014
Worldwide Facilities, Inc. May 2013 - July 2013
Arch Insurance Group June 2013 - June 2013
General Star Management Co. May 2013 - May 2013
XL Group May 2013 - May 2013
RadioShack June 2012 - October 2012
Glen's Market June 2011 - August 2011
Skills
Public Speaking, Payments, Critical Thinking, Microsoft Office, Credit, Teamwork, Underwriting, Microsoft Excel, Marketing, Customer Service, Sales, Insurance, Time Management, PowerPoint, Leadership, Microsoft Word, Property & Casualty..., Commercial Insurance, Customer Satisfaction
Education
Olivet College 2010 — 2014
Bachelor of Arts (B.A.), Insurance and Risk Management, Minor in Business Administration, Cumulative GPA: 3.4; Major GPA: 3.6
Allstate Financial Services, LLC October 2013 - Present
Success Financial Solutions September 2012 - September 2013
21st Century Financial May 2009 - September 2012
Aflac June 2008 - August 2008
Skills
Retirement Planning, Retirement, Estate Planning, Long-term Care, Strategic Financial..., Insurance, Wealth Management..., College Education..., Life Insurance, Fixed Annuities, Customer Service, Financial Planning, Investments, Term Life Insurance
Education
Penn State University 2006 — 2009
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Allstate Financial Services, LLC June 2013 - Present
Skills
Finance, Retirement Planning, Wealth Management, Strategic Financial..., Scuba Diving, Fixed Annuities, Financial Advisory, Life Insurance, Disability Insurance, Critical Illness, Long-term Care, Personal Financial..., Employee Benefits, 401k Rollovers, Income Protection, Portfolio Management, Roth IRA, Whole Life, Inheritance Tax Planning, Retirement Plan..., Qualified Retirement..., High Net Worth..., Universal Life, Investment Management, Investments, Estate Planning, Insurance, Retirement, Financial Planning, Long Term Care Insurance
Education
The American College 2004 — 2006
LUTCF - Licensed Underwriting Training Council Fellow, Financial Planning and Services
Corporation for Long Term Care 2007 — 2007
CLTC, Long Term Care Insurance, Medicaid and Senior Marketplace Advising
West Chester University of Pennsylvania 1988 — 1992
Biochemistry and Molecular Biology
Montgomery County Community College 1987 — 1987
EMT - Emergency Medical Technician, Emergency Medical Technology/Technician (EMT Paramedic)
North Penn High School 1984 — 1988
High School, Academic
U.S. Cellular March 2015 - Present
HSBC February 2014 - March 2015
Allstate Insurance 2005 - June 2013
Allstate Financial Services, LLC 2001 - 2005
Skills
Troubleshooting, Insurance, Process Improvement, Project Management, Automation, Strategic Negotiations, Catastrophe Management, Financial Services, Leadership, Training, Coaching/Training, Escalation, Proactive Monitoring, Remediation, Relationship Management, Organization &..., Creative Thinking, Written Communication, Incident Management, Security, Technical Support, Change Management, Enterprise Software, Management, Problem Management
Education
Northwestern University
3 Years, Communications, Honor Roll
Oakton Community College
Associate of Arts and Sciences (AAS), Marketing Management
Allstate September 2012 - Present
Allstate Financial Services, LLC March 2011 - September 2012
Allstate Financial Services, LLC June 2008 - March 2011
Goldman Sachs July 2007 - June 2008
Allstate Financial Services, LLC June 2005 - July 2007
Skills
Series 7, Fixed Annuities, Sales, Insurance, Life Insurance, Series 63, Sales Management, Term Life Insurance, Retirement Planning, Retirement, Series 6, Mutual Funds, Financial Services, Investments, Variable Annuities, Sales Presentations, 401k, FINRA, Series 26
Education
Northern Illinois University
Finance
Allstate Financial Services, LLC March 2014 - Present
Western & Southern Life Insurance October 2010 - March 2014
Consolidated Pipe & Supply Co., Inc 2006 - 2008
Ferguson Heating & Cooling 2001 - 2006
World Ford 2000 - 2000
Skills
Fixed Annuities, Retirement Planning, Term Life Insurance, Disability Insurance, Long-term Care, Insurance, IRAs, Mutual Funds, Retirement, Critical Illness, 401k Rollovers, 401k, Motorcycle, Drag Racing, Sales
Education
Milton High School 1978 — 1981
Martial Arts America
Pensacola Junior College
Mathematics
Allstate Financial Services, LLC September 2014 - Present
Farmers Insurance January 2014 - June 2014
Liberty Mutual Insurance February 2012 - January 2014
Liberty Mutual Insurance February 2009 - April 2012
Liberty Mutual Insurance May 2003 - February 2008
Skills
Term Life Insurance, Insurance, Whole Life, Universal Life, Homeowners, Umbrella Insurance, Life Insurance, Fixed Annuities, Customer Satisfaction, Casualty, Claim, General Insurance, Liability, Health Insurance, Mortgage Lending, Casualty Insurance, Small Business, Sales, Team Building, Customer Service
Education
Gloucester County College
Carey Financial Network, Inc. January 2000 - Present
Allstate Financial Services, LLC August 2012 - July 2014
John Hancock Financial Services November 2010 - August 2012
Prudential Financial March 1998 - January 2000
Skills
Investments, Finance, Personal Finance, Strategic Financial..., Wealth Management, Mutual Funds, Retirement, Financial Planners, Financial Advisory, Series 6, Long-term Care, Disability Insurance, 401k Rollovers, Term Life Insurance, College Savings Plans, Insurance, Critical Illness, Employee Benefits, Whole Life, Universal Life, Life, Income Protection, 401k, Series 63, Qualified Retirement..., Pensions, High Net Worth..., Variable Annuities, Defined Benefit, Fixed Income, Uniform Combined State..., Financial Planning, Sales
Education
Northeastern University 1990 — 1995
Bachelor's degree, Sociology
Northeastern University 1990 — 1995
Bachelor of Science (B.S.), Sociology
Allstate Financial Services, LLC June 2005 - March 2014
Allstate Financial Services, LLC September 2000 - June 2005
Allstate Financial Services, LLC January 1995 - September 2000
First Virginia Bank June 1994 - January 1995
Black Diamond Bank July 1990 - June 1994
Skills
Sales, Insurance, Strategy, Leadership, Customer Service, Training, Quality Assurance, Coaching, Escalation Resolution, Property & Casualty..., Customer Experience, Call Centers, Customer Retention, Underwriting, Team Building, General Insurance, Process Improvement
Education
Mountain Empire Community College 1992 — 1994
Legal Assisting Certificate
CEO and founder of Aficionados Luxury Bath and Body LLC January 2014 - Present
State of Michigan July 2009 - Present
Allstate Financial Services, LLC January 2007 - June 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking
Education
Wayne State University 2005 — 2010
Bachelor's degree, Finance, General
Morehouse College 2002 — 2004
Allstate Financial Services, LLC September 1999 - Present
Austin, TX February 1997 - September 1999
Skills
Medical Subrogation, Arbitration, Corporate Training, Claims Management, Claims Investigations
Education
Sam Houston State University 1995 — 1996
Bachelor of Science (B.S.), Criminal Justice
Allstate Financial Services, LLC September 2011 - Present
Elite Hunters Supply January 2013 - Present
Nice & New Properties January 2013 - Present
Classic Soft Trim September 1999 - July 2011
Jim Haydens Inc March 1997 - September 1999
Skills
Life Insurance, Sales, Insurance, Team Building, Sales Management, Customer Service, Direct Sales, Customer Satisfaction, Customer Retention, Call Centers, Cold Calling, Account Management, Selling, Small Business, New Business Development, General Insurance, Fixed Annuities, Property & Casualty..., Term Life Insurance, Strategic Planning, Disability Insurance, Commercial Insurance
Education
Morton Learning
Series 6
Penn Foster Career School 2005 — 2007
Associate's Degree, Business, Management, Marketing, and Related Support Services
Penn Foster 2001 — 2002
A+ Certifacation PC Repair
ASC Top Gun School 1999 — 1999
12 volt electronics
Bethel Christian Academy 1985 — 1996
High School
Allstate Financial Services, LLC March 2012 - Present
Skills
Series 6, IRAs, 401k, Health Insurance, Financial Services, General Insurance, Investments, Casualty, Strategic Financial..., Umbrella Insurance, Employee Benefits, Securities, Sales Management, Cold Calling, Liability, Estate Planning, Direct Sales, Underwriting, Sales Presentations, Financial Advisory
Education
Sam Houston State University 1994 — 1999
Bachelor's degree, Business/Commerce, General
SolarCity July 2015 - Present
Plexus Worldwide May 2015 - Present
Mattress Mattress Self employed February 2015 - Present
Allstate Financial Services, LLC October 2014 - February 2015
Mutual of Omaha March 2013 - September 2014
Laguna Grill May 2005 - November 2008
Ardy's Restaurant June 2003 - January 2006
Skills
Income Protection, Management, Strategic Financial..., Customer Service, Financially protecting..., Fixed Annuities, Disability Insurance, Long-term Care, Life Insurance, Computer Proficiency
Education
Schenectady County Community College 2010 — 2011
None, Computer and Information Sciences and Support Services
Suny Cobleskill College 1996 — 1998
Associate of Arts and Sciences (A.A.S.), Computer Science
Allstate Financial Services, LLC August 1990 - Present
Skills
Disability Insurance, Fixed Annuities, Universal Life, Employee Benefits, Retirement, Term Life Insurance, Outlook, Long-term Care, Commercial Insurance, Life Insurance, Motorcycle, Health Insurance, Boat, Accident, Retirement Planning, Mutual Funds, Renters, Umbrella Insurance, Homeowners, Accounting, Account Management, Administration, Long Term Care, Microsoft Office, Excel, Series 6 & 63, Whole Life Insurance, Auto Insurance, Variable Annuities, General Liability..., Cancer Insurance, Variable Life Insurance, Condo Insurance, IRA, SEP IRA, College 529 Plan, IRA Roll-Over, Roth IRA, 10 Key, type 45 wpm, Medical Insurance, Dental Insurance, Visual Insurance, Financial Analysis, Needs Analysis
Education
San Jose State University 1977 — 1980
Bachelor of Science, Business Management
DeVito Financial Services, Inc – an Allstate Agency October 2011 - Present
Wells Fargo Insurance, Inc. September 2010 - August 2011
Wachovia Bank, NA / Wells Fargo Bank, NA March 2009 - August 2010
Wachovia Bank, NA 2008 - 2009
Allstate Financial Services, LLC 2004 - 2008
Allstate 2002 - 2004
Carlson Restaurants Inc 1994 - 2002
Bear Stearns Security Corp. 1992 - 1993
Skills
New Business Development, Series 6, P&L Management, Operations Management, Business Development, Startup, Turnaround Initiatives, Mergers & Acquisitions, Acquisition Integration, Training, Leadership Development, Client Relationship..., Cross-functional..., Change Management, Strategic Planning, Strategy Implementation, Budgets, Forecasting, Performance Management, Transformational..., Business Realignment, Market Growth, Senior Executive..., Investor Relations, C Suite, Collaborative Leadership, Post Merger Integration, Volatile Market..., Collaborative Problem..., Strategic Leadership, Strategic M&A, Emerging Markets, Strengthen Marketshare, Shareholder Value, Board Relations, Consensus Building, Risk Management, Achieving Measurable..., Cross Selling, Business Strategy, Sales Management, Complex Sales, Complex Change, Executive Development, Executive Management, Revenue & Profit Growth, Business Growth...
Education
Pace University
The American College
Fifth Third Securities January 2015 - Present
Fifth Third Bank January 2015 - Present
Wesley Foundation - Fisk University October 2010 - January 2015
Allstate Financial Services, LLC April 2013 - December 2014
American General Life & Accident Insurance Company April 2009 - March 2013
Interfaith Dental Clinic of Nashville July 2006 - July 2011
First Citizens Bank September 2006 - October 2008
Fifth Third Bank May 2004 - September 2006
AmSouth Bank May 2000 - April 2004
First American National Bank May 1994 - May 2000
Skills
Retirement, Long-term Care, Finance, Fixed Annuities, Life Insurance, Investments, Retirement Planning, Sales, Term Life Insurance, Estate Planning, Disability Insurance, Financial Services, Whole Life, Banking, Small Business, Financial Advisory, IRAs, Wealth Management, Long Term Care Insurance, Employee Benefits, Mutual Funds, Critical Illness, Wealth, Universal Life, 401k, Series 63, Group Insurance, Property & Casualty..., Buy-sell Agreements, Insurance Brokerage, Casualty, Professional Liability, Wealth Accumulation, Roth IRA, Buy-Sell, Equity Indexed Annuities, Tax Free Income, Key Person Protection, Protection Advice, Accident Insurance, Mortgage Marketing, General Insurance
Education
Morehouse College 1988 — 1992
B.A, Bus. Adm.-Marketing Concentration/Double Minor Economics/Finance
The American College 2009 — 2012
LUTCF, Insurance
McGavock HS
Allstate Financial Services, LLC August 2015 - Present
Ivy Funds March 2015 - July 2015
Mariner Wealth Advisors February 2014 - February 2015
Summit Pointe Financial Group August 2010 - February 2014
HighPointe Financial Group February 2009 - June 2010
Chrysler Financial 2006 - 2008
Skills
Series 65, Series 6, Series 63, Life & Health Insurance..., Series 7
Education
Pittsburg State University 2008 — 2008
MBA, Masters
Pittsburg State University 1999 — 2003
CIS, Finance
Liberal High School 1995 — 1999
High School Diploma
Beaver, OK
retired ( just taking a break ) April 2011 - Present
Allstate Financial Services, LLC June 2004 - April 2011
Education
Monmouth University 1965 — 1970
Bachelor of Science, Business Administration
Allstate Financial Services, LLC August 2001 - Present
Morgan Stanley Dean Witter 1996 - 2001
Prudential Insurance January 1990 - December 1996
Skills
Retirement Income Plans, Family Financial..., Small Business Benefits
Education
Moorpark College 1973 — 1975
AA, Business Management
Allstate Financial Services, LLC 2013 - Present
Allstate 2005 - Present
Hitchcock Financial Group Inc. November 2002 - Present
MetLife April 2006 - May 2009
Cintas 1994 - 2002
G & K Services 1991 - 1994
Dun & Bradstreet 1987 - 1991
Education
St. Cloud State University 1981 — 1986
B.S. Degree, Marketing & Finance
Insurance license in NC & SC
Insurance & Securities
Allstate Financial Services, LLC August 1998 - Present
MetLife Investors August 2009 - February 2012
Skills
Sales Process, Customer Service, Customer Retention, Life Insurance, Marketing Strategy, Networking
Education
Middlesex Community College
Business Administration and Management, General
Allstate Financial Services, LLC August 2013 - Present
UC San Diego June 2012 - March 2013
Northern Arizona University August 2008 - August 2012
Northern Financial Group Insurance Agency May 2011 - September 2011
Sonoran Medical Centers May 2005 - May 2011
Skills
Excellent Character and..., Good Team Relational..., Strong Leadership, Exceptional Aptitude..., Program Management, Life Insurance, Health Insurance, Long Term Care Insurance, Management, Time Management, Analysis, Entrepreneurship, Business Development, Leadership, Financial Analysis, Team Leadership
Education
Northern Arizona University 2008 — 2012
Bachelor of Science (B.S.), Business Administration and Management, General; Finance
Allstate Financial Services LLC January 2012 - Present
Allstate Financial Services LLC December 2004 - May 2009
Allstate Financial Services LLC December 2000 - December 2004
Prudential Financial August 1999 - December 2000
Prudential Financial October 1985 - December 1995
Skills
Series 6, Investment..., Series 7, General..., Series 24, General..., Series 51, Municipal..., Colorado Life, Accident..., CLU, Chartered Life..., ChFC, Chartered..., CLTC, Certified in Long..., Leadership, Insurance, Investments, Management, Term Life Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Long-term Care, Property & Casualty..., Financial Services, Time Management, Team Building, Sales, Strategy, Mutual Funds, Disability Insurance, Recruiting, Small Business, Estate Planning, Training, Health Insurance, Strategic Financial..., Customer Engagement, Business Intelligence, Customer Service, Series 6, Business Process..., Financial Analysis, Financial Advisory, Sales Management, IRAs, 401k, Series 7, Finance, Employee Benefits, Customer Acquisition, Wealth, Sales Process, Sales Operations, Series 63, Retirement
Education
Purdue University 1976 — 1980
Bachelor of Science (B.S.), RHIM
Allstate Insurance September 2010 - Present
Brzozowski Agency, Inc. September 2010 - Present
Brzozowski Brokerage, Inc. May 2012 - Present
Capital One February 2001 - May 2010
Allstate Financial Services, LLC 1999 - 2001
AXA Advisors 1994 - 1999
Jennifer Convertibles 1989 - 1994
Skills
Auto Insurance, Home Insurance, Condo & COOP Insurance, Boat Insurance, Renters Insurance, Motorcycle Insurance, Umbrella Insurance, Long Term Care, Whole Life, Employee Benefits, Life Insurance, Insurance, Fixed Annuities, Homeowners, Retirement Planning, Disability Insurance, Universal Life, Term Life Insurance, Underwriting, Strategic Financial..., Series 6, Commercial Insurance, IRAs, Long-term Care, Marine Insurance, Retirement, Series 63, Mortgage Lending, Property & Casualty..., Relationship Management, Health Insurance, IRA Rollovers, Annuities, Landlord Insurance, Classic Car Insurance, Liability, Professional Liability, Mutual Funds, Finance, Commercial Lines, General Insurance, Brokers, Workers Compensation, Risk Management, Accident, Branch Management, Financial Planning
Education
State University of New York at Buffalo
Business, Management, Marketing, and Related Support Services
Nassau Community College 1986 — 1987
Business Administration and Management, Insurance
Allstate Financial Services, LLC May 2014 - Present
Allstate Insurance Company January 2012 - April 2014
Allstate Insurance November 2007 - January 2012
Allstate Insurance Company November 2002 - November 2007
Overseas Union Bank 2000 - 2002
Credit Agricole Indosuez 1997 - 2000
Skills
Claim, Coaching, Training, Property, Corporate Finance, Insurance, Property & Casualty..., Management, Life Insurance, Term Life Insurance, Casualty, Commercial Insurance, Fixed Annuities, Sales, Series 6, General Insurance, Casualty Insurance
Education
National University of Singapore / NUS 1993 — 1997
Bachelors of Business Administration, Finance & International Business
Catholic Junior College 1991 — 1992
Nick Galiano Realty July 2013 - Present
Self-employed July 2013 - Present
Allstate Financial Services, LLC November 2013 - Present
Nick Galiano July 2013 - Present
Jefferson Parish Sheriff's Office April 2010 - Present
Independent Associate Legal Shield Services Inc. & Identity Theft Shield May 2003 - Present
Jefferson Parish Sheriff's Office November 1977 - June 1999
Skills
Real Estate, Residential Homes, Move Up Buyers, Townhomes, Relocation Buyers, Listings, Buyers, New Home Sales, Buyer Representation, National Association of..., Identity Theft, Listing Homes, Legal Plan Service..., Individual, Business &..., Interfaith Minister, Motivational Speaking, Seniors, First Time Home Buyers, Single Family Homes, Investment Properties, Sales, Sellers, Foreclosures, Real Estate Transactions
Education
Kingsbridge University
Master of Public Administration (M.P.A.), City/Urban, Community and Regional Planning
World Christianship International Ministries 2006 — 2008
Ordained Elder, Christian Studies, Christian Counseling, Extensive Biblical Studies
Our Lady of Holy Cross College
L. W. Higgins High School
Allstate Financial Services, LLC January 2014 - Present
AXA Advisors November 2007 - December 2013
Davmar Group,LLC March 2000 - September 2007
Streets Design Group January 1998 - January 2000
Supreme international -Perry Ellis International January 1993 - December 1998
Skills
Sales, Marketing, Life Insurance, Marketing Strategy, Long-term Care, Small Business, 401k, Sales Management, Team Building, Retail, Term Life Insurance, Disability Insurance, Financial Planners, Merchandising, Wholesale, Business Acumen, PEO, Group Benefit Plans, Marketing Management, Employee Training, Profit Maximization, Staffing Coordination, Financial Planning
Education
Palm Beach State College
Associate's degree, Business Administration and Marketing Management
University of South Florida - College of Business Administration
Business Marketing Management
Colonial Life January 2012 - Present
HealthSource RI October 2013 - Present
Blue Cross & Blue Shield of Rhode Island 2005 - Present
Tufts Health Plan 2008 - 2015
Allstate Financial Services, LLC November 2009 - January 2012
Oceanstate Financial Services July 2007 - October 2009
MW Financial Group Ltd. November 2006 - June 2007
Skills
Employee Benefits, Benefits Administration, COBRA, Health Insurance, Workers Compensation, Disability Insurance, 401k, Insurance, Health Savings Accounts, Human Resources, Employee Wellness, Health Care Reform, Term Life Insurance, Critical Illness, Life Insurance, Sales, Long-term Care
Education
Rhode Island School of Design 1980 — 1982
Certificate of Culinary Arts, Culinary Arts/Chef Training
University of Rhode Island 1977 — 1980
Masonite January 2014 - Present
Rose Nail Salon and Spa January 2008 - June 2009
Allstate Financial Services, LLC June 2001 - July 2004
Skills
Leadership, Teamwork, Strategic Financial..., Investments, Claim, Claims Management, Project Coordination, Insurance, Mutual Funds, Life Insurance, Financial Analysis, Financial Modeling, Finance, Portfolio Management, Creative Direction, Wealth Management, Financial Services, Customer Service
Education
University of South Florida 2012 — 2013
Bachelor of Science (BS), Finance
Pasco-Hernando Community College 2011 — 2012
Associate of Arts (AA)
Southeast Community College 1996 — 2000
Associate of Applied Science (AAS), Marketing
Farmers Insurance & Financial Services December 2009 - Present
Allstate Financial Services, LLC January 2005 - April 2007
Skills
Insurance, Term Life Insurance
Education
Northern Illinois University 1999 — 2002
BS, Marketing
West Aurora High School
Allstate Financial Services, LLC December 2013 - Present
Accelerate Genius February 2013 - Present
Blueprint for Business February 2012 - December 2013
Guy Madison's The Frustrated Entrepreneur Seminars 2010 - January 2012
INSURICA February 2007 - January 2012
Primerica Financial Services July 2006 - January 2007
Combined Agency February 2006 - July 2006
US Health Group April 2004 - February 2006
Covenant Health Solutions May 2003 - July 2004
Skills
Public Speaking, Employee Benefits, Strategic Planning, Entrepreneurship, Executive Coaching, Presentation Development, Healthcare, Energy, Web Services, Team Building, Clean Technology, Social Media, New Business Development, Accountability, Christian Leadership, Leadership Development, Management Consulting, Training, Management, Program Management, Start-ups, Small Business, Leadership, Coaching, Sales, CRM, Insurance, Investments, Human Resources, Analysis, Marketing Strategy, Sales Operations, Organizational..., Strategy, Risk Management, Business Planning, Account Management, Venture Capital, Executive Management, Social Media Marketing, Mobile Devices, Business Development, Networking, Selling, Team Management, Recruiting, Email Marketing, Business Coaching, Strategic Partnerships
Education
Oklahoma State University 1973 — 1977
Business, Finance, Accounting, Economics
Ameritas- Consolidated Planning Group Inc consolidatedplanninggroup.com September 2012 - Present
New England Financial February 2007 - August 2012
Foresters November 1995 - January 2007
Allstate Financial Services, LLC June 1992 - November 1995
Skills
Sales Management, Disability Insurance, Investments, Sales Operations, Life Insurance, Insurance, Financial Services, Sales & Marketing..., Strategic Financial..., Long-term Care, Health Insurance, Sales Process
Education
Southern Illinois University, Edwardsville
Alan Douglas Group January 2013 - Present
Allstate Financial Services, LLC March 2001 - December 2012
Skills
Life Insurance, Disability Insurance, Term Life Insurance, Retirement, Retirement Planning, Fixed Annuities, IRAs, Mutual Funds, Universal Life, 401k, Series 63, Long-term Care, Wealth Accumulation, Long Term Care Insurance, Series 6, 401k Rollovers, Retirement Plan..., Whole Life, Roth IRA, Financial Planners, Series 7, Variable Annuities, 529 Plans, College Savings Plans, Wealth, Personal Financial..., Series 65, Financial Advisory, Estate Planning, Uniform Combined State..., Asset Allocation, ETFs, Saving for Education, Wealth Management..., Securities, Permanent Life Insurance, Bonds, Savings, High Net Worth..., Homeowners, Strategic Financial..., Investment Advisory, Pensions, Series 24, Qualified Retirement..., Wealth Management, Buy-sell Agreements, Investment Strategies, College Funding..., Defined Benefit
Education
Rider University 1976 — 1979
Allstate Financial Services, LLC August 2001 - Present
Skills
Social Security, Training, LUTCF, Financial Services, CLTC, Life Insurance, Insurance, Long Term Care Insurance, Finance, Underwriting, Whole Life, Fixed Annuities, IRAs, Planning for Retirement
Education
North Carolina State University 1969 — 1973
Bachelor of Applied Science (BASc), Textile Science
Mount Pleasant Hight 1965 — 1969
Allstate Financial Services, LLC October 2011 - Present
Allstate October 2011 - Present
American Red Cross of Greater Chicago January 2011 - September 2011
Dotomi January 2011 - September 2011
Skills
Sales, Networking, Human Resources, Insurance, Social Media, Public Speaking, Policy, Underwriting, Property & Casualty..., Customer Service, Training, Leadership
Education
National Louis University 2000 — 2004
BA, Applied Behavioral Science
Allstate Financial Services, LLC December 2014 - Present
Meeder Financial October 2010 - December 2014
Merrill Lynch November 2009 - July 2011
ICON Advisers February 2008 - February 2009
Lincoln Investment Planning January 2000 - January 2008
Skills
CFP, Series 7,6,63,24,65, life and health..., Sequoia Training: Core..., Dale Carnegie: Public..., Life & Health Insurance..., Certified Financial..., Mutual Funds, Series 7, Separately Managed..., Retirement Planning, Finance, 401k, Fixed Annuities, Asset Allocation, Series 65, Wealth Management, Variable Annuities, Pensions, Series 63, Series 6
Education
Rowan University 1979 — 1983
BA, Communications
Doyle Alliance Group February 2015 - Present
LPL Financial July 2009 - Present
Brown & Brown of Pa. June 2008 - February 2015
Allstate Financial Services, LLC June 2004 - June 2008
KDB resources August 1993 - July 2002
Tonka Toys January 1981 - May 1993
Skills
Health Insurance, Employee Benefits, Insurance, Life Insurance, Disability Insurance, Underwriting, Investments, Health Savings Accounts, COBRA, Brokers, Term Life Insurance, Benefits Administration, Fixed Annuities, Marketing, Health Care Reform, Retirement Planning, Strategic Planning, Sales, Open Enrollment, Critical Illness, Workers Compensation, Group Insurance, Accident, Defined Benefit, Medicare, Whole Life, Long Term Care Insurance, Long-term Care, 401k
Education
Penn State University 1971 — 1973
Business Administration, Management and Operations
Neumann University 1975 — 1976
Business Management
St James High School
Allstate Financial Services, LLC June 2007 - Present
Skills
Insurance, Sales
Education
Northwestern State University
Aloha Cones September 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. August 2014 - September 2015
Allstate Financial Services, LLC July 2013 - August 2013
Punahou School August 2008 - August 2012
Skills
Facebooking, Event Planning, Event Management, Public Speaking, Relationship-builder..., Community Outreach, Facebook, Social Media, Organizational..., PowerPoint, Volunteer Management, Interpersonal Skills, Microsoft Office, Microsoft Word, Microsoft Excel
Education
Whittier College 2010 — 2014
Bachelor of Arts (B.A.), Business Administration, Accounting
Punahou School 1996 — 2010
High school
Redwood Credit Union July 2015 - Present
Allstate Financial Services, LLC January 2014 - June 2015
State Farm January 1993 - 2013
Skills
Commercial Insurance, Insurance, Liability, Property & Casualty..., Term Life Insurance, Homeowners, Long-term Care, Workers' Compensation..., Workers Compensation, Umbrella Insurance, Sales Management, Whole Life, New Business Development, Disability Insurance, Universal Life, Business Coaching, Insurance Consulting, 401k, Series 6, Commercial Lines, Long Term Care Insurance, Life Insurance, General Insurance, Permanent Life Insurance, Renters, Fixed Annuities, Casualty, Legal Liability, Professional Liability, IRAs, Health Insurance, Retirement Planning, Retirement, Financial Planners, Claim, Agents, Underwriting, Marine Insurance, Brokers, Health Savings Accounts, Small Business, Estate Planning, Casualty Insurance, Leadership, Sales, Team Building
Education
Oregon State University 1983 — 1987
Bachelor of Science (BS), Speech Communication
Coach U
Certified Coach
Sherrif's Accademy
Reserve Police Officer
The American College
CLF
U.S. E&O Brokers April 2009 - Present
Woodmen of the World January 2008 - February 2009
Allstate Financial Services, LLC January 2005 - January 2008
Skills
Professional Liability, Insurance, Property & Casualty..., Commercial Insurance, Insurance Brokerage, Casualty Insurance, Liability Analysis, Fiduciary, Underwriting, General Insurance, Brokers, Team Building, Pre-Underwrite..., Liability, Customer Service, Errors & Omissions, Legal Liability, Write Independent..., Umbrella Insurance, Life Insurance, Sales, Management, Directors & Officers..., Cyber-security Liability, Employment Practices..., Marketing, Microsoft Office, Claims Management, Account Management
Education
University of Phoenix 2009 — 2011
Bachelor of Science in Management (BSM), Business Administration and Management, General
Northeast Texas Community College 1996 — 1998
Associate's degree, Accounting and Business/Management, 3.43
Allstate Financial Services, LLC September 1976 - Present
Skills
Leadership, Customer Service, Sales
Education
Oakland University
AAA Life Insurance Company January 2015 - Present
Allstate Financial Services, LLC May 2014 - January 2015
Matt Brunk State Farm Insurance Agency July 2001 - April 2014
State Farm Insurance December 1999 - July 2001
State Farm Insurance October 1998 - December 1999
Vance Publishing May 1997 - October 1998
Skills
Life Insurance, Financial Services, Long Term Care Insurance, Fixed Annuities, Insurance, Disability Insurance, Long-term Care, Health Insurance, Retirement, Investments, IRAs, Mutual Funds, Sales, Risk Management, 401k, Roth IRA, Selling, Loans, Term Life Insurance, Pensions, Retirement Planning, Public Speaking, Small Business
Education
Northwest Missouri State University 1994 — 1997
BS, Public Relations
Allstate Financial Services, LLC June 2015 - Present
Isla Bonita Properties, LLC April 2011 - Present
AAA Auto Club South September 2013 - May 2015
CUNA Brokerage Services, Inc. March 2003 - June 2013
CUNA Mutual Group March 2003 - June 2013
Working Solutions/Prudential Financial July 2000 - December 2002
Hesser Agency - Knights of Columbus Insurance July 1990 - June 2000
National Liberty Insurance July 1988 - June 1990
General Electric Space Division October 1979 - June 1990
J R Hollingsworth August 1976 - September 1979
Skills
Analysis, Risk Management, Customer Relations, Coaching, Process Improvement, Insurance, Operations Management, Problem Solving, Financial Analysis, Budgeting, Compliance, Research, Portfolio Management, Negotiation, Public Speaking, Sales Management, Risk, Financial Planning, Customer Service, Investments, Strategic Financial..., Budgets, Strategy, Finance, Strategic Planning, Management, Retirement Planning, Long-term Care, Financial Advisory, Asset Management, Recruiting, Health Insurance, Team Building, Training, Financial Services, Life Insurance, Wealth Management, Series 7, Securities, Sales, Mutual Funds, Fixed Annuities, Marketing, Leadership, Retirement, Business Planning, Project Management, Disability Insurance, Small Business, Term Life Insurance
Education
Sea School of St Petersburg, Florida
USCG Operator of Uninspected Vessels (OUPV) Captain's License
American College
AMTCF, Agency Management Training Council
Corporation for Long Term Care Certification
CLTC, Long Term Care Insurance
Life Underwriter Training Council
LUTCF, Insurance Marketing
Penn State University
Manufacturing Studies
Allstate Financial Services, LLC December 2013 - Present
AAA Auto Club of Missouri January 2011 - July 2013
Allstate November 1998 - December 2010
Skills
Retirement, Customer Service, Insurance, Finance, Life Insurance, Property & Casualty...
Education
William Jewell College 1984 — 1986
Public Relations, Advertising, and Applied Communication
Missouri State University
Bachelor's degree in Finance, Finance and Insurance
Allstate Financial Services, LLC November 2014 - Present
State Farm Agent January 2012 - October 2014
Mississippi State University January 2010 - December 2012
Patterson Farm May 2007 - August 2009
Skills
Workplace Solutions, Employee Benefits, Life Insurance, Investments, Disability Insurance, Long Term Care Insurance, Workers Compensation, Retirement Planning, Commercial Insurance, Fixed Annuities, Universal Life, Whole Life, Term Life Insurance, Property & Casualty..., Homeowners, Professional Liability, Health Insurance, Risk Management, Liability, Umbrella Insurance, General Insurance, Insurance, Long-term Care, Motorcycle, Casualty, Renters
Education
Mississippi State University 2009 — 2011
Bachelor of Business Administration (BBA), Business/Managerial Economics
Mississippi State University 2009 — 2011
Bachelor of Business Administration (BBA), Finance, General
Allstate Financial Services, LLC July 2015 - Present
Prudential Financial February 2012 - July 2015
Advantage Sales & Marketing October 2010 - September 2011
FedEx Express April 2005 - September 2010
Team Electronics March 2003 - March 2005
Skills
Fixed Annuities, Retirement Planning, Sales, Finance, Leadership, Long-term Care, Term Life Insurance, Financial Advisory, Financial Services, IRAs, Investment Advisory, Long Term Care Insurance, Sales Presentations, Merchandising, Customer Service
Education
The University of North Dakota
Bachelor's degree
Northland Community and Technical College
Associate of Arts and Sciences (A.A.S.), Sales, Marketing, and Management
Buffalo High School
Ohio Department of Job and Family Services April 2015 - Present
Dock's Beach House May 2012 - October 2014
Allstate Financial Services, LLC January 2013 - January 2014
Bay Point Yacht Club June 2011 - October 2011
Bob Evans September 2009 - March 2011
Crabby Joe's May 2007 - September 2009
EditDelete May 2006 - May 2007
EditDelete October 2005 - January 2006
EditDelete October 2005 - January 2006
Ponderosa Steakhouse June 1999 - May 2004
Skills
Management, Marketing, Sales, Product Development, Customer Service, Event Planning, Marketing Communications, Social Networking, Teamwork, Research, Time Management, Training, Microsoft Word, Account Management, CRM, Insurance, Facebook
Education
Tiffin University 2007 — 2013
Bachelor of Business Administration (B.B.A.), Marketing
Northcentral University
Master of Business Administration (MBA), Human Resources Management and Services
Colonial Life 2014 - Present
Allstate Financial Services, LLC September 2006 - January 2014
Modern Woodmen of America January 1973 - January 2005
Education
Oklahoma Christian University 1970 — 1971
Bachelors of Science Degree, Education
DICK'S Sporting Goods June 2014 - Present
Allstate Financial Services, LLC May 2014 - August 2014
LA Fitness May 2014 - June 2014
Education
Sinclair Community College 2014 — 2016
Exercise Science, Kinesiology and Exercise Science
Allstate Financial Services, LLC August 2000 - Present
Skills
Insurance, Property & Casualty..., Umbrella Insurance, Commercial Insurance, Casualty, Risk Management, Homeowners, New Business Development, Project Management, Mutual Funds, Variable Annuities, Life Insurance, Series 6, Series 63
Education
San Diego State University-California State University
MBA, Business Administration and Management, General
Allstate Financial Services, LLC January 2015 - Present
Signum Advisors Inc. August 2008 - December 2014
PACQ, Inc. January 1998 - November 2005
Skills
Retirement Planning, Qualified Retirement..., Life Insurance, Fixed Income, Annuity Sales, Securities, Asset Management, Series 7, Portfolio Management, Wealth Management..., 529 Plans, Retirement, 401k
Education
San Antonio College 2010 — 2014
Associate’s Degree, Finance and Financial Management Services, 3.82
Allstate Financial Services, LLC October 2008 - Present
Brenton’s Bar and Grill June 2003 - November 2009
Prudential Financial October 1999 - March 2003
Ameriprise Financial Services, Inc. October 1996 - October 1999
Skills
IRAs, Disability Insurance, Long Term Care Insurance, Series 63, Leadership, Life Insurance, Fixed Annuities, Integrity, Consultative Sales..., Consultative Sales..., Sales, Sales Management, Management, Team Leadership, Leadership Development, Consultative Selling..., Financial Risk, Philanthropy, Board of Director..., Non-profit Board..., Board of Directors..., Restaurant Management, Situational Leadership, Recruiting, Recruitment Training, Acting, Scripting, Annuity Sales, Insurance planning, Asset Protection, Training, Staff Development, Financial Services, Retirement Savings
Education
Montclair State University 1982 — 2006
Bachelor's degree, Broadcasting/Journalism, B+
Life and Health Insurance Licensed, CA and NJ
Middlesex Polytechnic - London England
Overseas Study
Professional Licenses: Series 7, 63, 65 and 24
Bankers Life and Casualty October 2014 - Present
Allstate Financial Services, LLC September 2013 - October 2014
Bankers Life and Casualty June 2008 - September 2013
ProEquities 2012 - July 2013
NEI Keen August 1995 - January 2005
Keen Jewelry 1968 - 1995
Skills
Insurance, Health Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Long Term Care, Medicare Supplements, Medicare Part D, Whole Life, Home Health Care, Diamonds, Diamond Jewelry, Long-term Care, Key Person Insurance, Universal Life, Medicare, Series 6, Equities, Mutual Funds, IRAs, Retirement, Variable Annuities, General Insurance, Retirement Planning, Employee Benefits, Underwriting, Home Care, Strategic Financial..., Financial Planners, Variable Life, Permanent Life Insurance, Critical Illness, Licensed Life & Health..., Life Insurance, Long Term Care Insurance, Financial Planning
Education
NYU 1964 — 1968
Bachelor's degree
Lafayette High School 1960 — 1964
Allstate Financial Services LLC
Skills
Life Insurance, Fixed Annuities, Public Speaking, Youth Mentoring, Insurance, Leadership, Customer Service, Microsoft Office, Sales
Education
Montclair State University
Master's degree, Administration
New York Theological Seminary
Certificate in Ministry
Northeastern Illinois University
Bachelor of Arts (B.A.)
The American College
Chartered Life Underwriter
Allstate Financial Services, LLC December 2014 - Present
Independent Financial Group LLC September 2012 - July 2013
UBS Wealth Management November 2010 - September 2012
Morgan Stanley Wealth Management October 2007 - October 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Contact Management, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Office Administration, Life Insurance, General Insurance, Fixed Annuities, Variable Annuities, CRM Databases, Team Building, Event Planning, Business Planning, Equities, ETFs, Mutual Funds, Commercial Insurance, Universal Life, P&C Insurance, Marketing, Strategic Planning, Financial Planning, Leadership, Sales, Social Networking, Social Media, Marketing Strategy, Insurance
Education
Purdue University 1981 — 1985
Bachelor of Arts (B.A.), Communications/Public Relations
Allstate Financial Services, LLC December 2001 - Present
Skills
Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Term Life Insurance, Long-term Care, IRAs, Health Insurance
Education
San Jose State University
Bachelor of Science (BS), Business Management
Brown & Brown of Florida June 2015 - Present
Allstate August 2014 - June 2015
Aflac May 2012 - July 2014
MK Financial May 2010 - May 2012
Colonial Life May 2008 - April 2010
Allstate Financial Services LLC October 2000 - May 2008
Northern Life April 1993 - August 2000
Skills
Insurance, Employee Benefits, Disability Insurance, Life Insurance, Retirement Planning, Long-term Care, Fixed Annuities, Leadership, Sales, Recruiting, Business Development, Benefits Administration, Brokers, Strategic Financial..., Account Management, Management, Supply Chain Management, Investments, New Business Development, B2B Marketing, Team Building, Small Business, Payroll, Strategy, Health Insurance, Financial Planning
Education
Oglethorpe University 2006 — 2007
CFP Course Certificate, Financial Planning and Services
Allstate Financial Services, LLC March 2014 - Present
Wheeler Auto and Truck Center September 2012 - March 2013
Old Republic Insured Automotive Services, Inc. 2010 - 2013
Dealer Services South, Inc May 2011 - September 2012
Winner Chevrolet INC July 2005 - May 2011
Weaver Auto and Truck Center January 2002 - April 2005
Jim Keil Chevrolet January 1993 - February 2002
Skills
Automotive, Vehicles, Team Building, Negotiation, Sales Management, Customer Service, Customer Satisfaction, New Business Development, Inventory Management, Strategic Planning, Account Management, Purchasing, Sales, Automotive Aftermarket, Automobile, Sales Process, Profit, Sales Operations, Dealers, Customer Retention, Management, Selling, Leadership, B2B, Advertising, Marketing Strategy, Marketing
Education
Sierra College 1989 — 1992
Bachelor, Criminal Science
Marysville High School 1984 — 1988
Law
Allstate Financial Services, LLC April 2014 - May 2015
Ameriprise Financial May 2010 - April 2014
Mancave Worldwide October 2009 - 2011
Cygnus Business Media April 2006 - March 2009
Jani-King Inc September 2004 - March 2006
Wooden Toys and Puzzles Company January 2002 - July 2004
U.S. West/Qwest January 1998 - January 2001
Qwest Communications 1997 - 2001
William Lawrence Securities July 1990 - December 1997
Skills
Sales, Sales Process, Marketing, Leadership, Finance, New Business Development, Program Management, Sales Operations, Training, Trade Shows, Retirement Planning, Management, Time Management, Networking, Telecommunications, Insurance, Investments, Sales Management, Financial Planning, Financial Services, Retirement, Customer Service, Strategic Planning, Team Building, Series 7
Education
San Jose City College
AA, Business and Marketing
San Jose City College
Associate’s Degree, Marketing
Bankers Life Securities, Inc, February 2015 - Present
Regulatory Compliance, LLC June 2012 - December 2014
Freelance Writer 2011 - December 2014
Soellingen Advisory Group, Inc. November 2013 - November 2014
Allstate Financial Services, LLC April 2001 - June 2012
Allstate Life Insurance Corporation December 2010 - May 2012
Allstate Financial Services, LLC February 2010 - May 2012
Allstate Financial Advisors, LLC January 2004 - May 2012
Allstate Distributors, LLC April 2001 - May 2012
Nike Securities, LLC now First Trust November 1999 - April 2001
Skills
Securties Industry..., Problem Solving, Idea Generation, Strategic Planning, Writing, Relationship Management, Motivation, Life Insurance, Financial Accounting, Activator, Team Management, Teaching, Mentoring Of Staff, Mutual Funds, Investments, Financial Services, Insurance, Securities, Series 7, Fixed Annuities, Recruiting, Forecasting, Finance, FINRA, Financial Risk, Series 63, Investment Advisory, 401k, Strategic Financial..., Retirement, Alternative Investments, Trading, Employee Benefits, Financial Advisory, Series 24, Retirement Planning, Asset Allocation, Variable Annuities, Financial Planners, IRAs, Strategy, Private Equity, Portfolio Management, Investment Management, Options, Equities, Fixed Income, Asset Management, Uniform Combined State..., Hedge Funds
Education
Northern Illinois University 1982 — 1983
MBA, Finance
Western Illinois University 1978 — 1982
Bachelor of Business, Marketing
Allstate Financial Services, LLC February 2014 - Present
Texas Hospital Association 2013 - 2014
St. David's HealthCare August 2012 - August 2013
Dell Inc April 1999 - March 2009
Jenner & Block October 1998 - April 1999
Skills
Property & Casualty..., Project Management, Corporate Communications, Customer Retention, Sales Operations, Data Quality Assurance, Internet Research, HR Project Management, Customer Support, Umbrella Insurance, Best Practices, Policies & Procedures, Long-term Customer..., OSHA Training, Fire Safety, Facilities Planning, Document Management, Corporate Events, Executive Office Support, Office Operations, Legal Documents, Retail Sales, Software Systems, Event and Meeting..., Domestic and..., Emergency Room..., QA Testing
Education
University of San Francisco 2013 — 2014
Expert Sales Certification
Park University 2006 — 2011
Dual Bachelor's Degree, Business Management and Healthcare Management
Allstate Financial Services, LLC April 2013 - Present
Enterprise Rent-A-Car April 2010 - April 2013
Century Surety Insurance June 2005 - June 2006
Skills
Management, Underwriting, Claim, Sales, Cold Calling, Customer Satisfaction, Customer Retention, Customer Service, Financial Analysis, Marketing, Sales Management, Account Management, Forecasting, Microsoft Excel, Sales Process
Education
Simpson College 2007 — 2009
Bachelor's degree, Sport and Fitness Administration/Management
Scottsdale Community College 2002 — 2004
Associate of Arts (AA), Business Administration and Management, General
Allstate Financial Services, LLC June 2014 - Present
Northwestern Mutual August 2012 - June 2014
Shady Gators May 2009 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Office 2007, PowerPoint, Outlook, Microsoft Word, Customer Service, Event Planning, Time Management, Administrative..., Social Media, Facebook, Social Networking, Data Entry, Teamwork, Marketing, Public Relations, Office Administration, Social Media Marketing
Education
Murray State University 2008 — 2012
Bachelor's degree, Public Relations, Advertising, and Applied Communication
Kaiser Hospital February 1998 - Present
Kaiser Permanente February 1987 - Present
Allstate Financial Services, LLC June 1978 - October 1986
Skills
Insurance, Customer Service, Healthcare, Health Insurance, Property & Casualty..., Process Improvement, Microsoft Excel, Employee Benefits, Commercial Insurance, Leadership
Education
Riverside Community College District
venice high
Mutual Trust Financial Group December 2010 - Present
Allstate Financial Services, LLC June 2008 - April 2009
Skills
Sales, Financial Services, Life Insurance, Management, Insurance, Investments
Education
The John Marshall Law School 1999 — 2003
Juris Doctor (J.D.), Law
Northern Illinois University 1993 — 1995
Bachelor's Degree, Finance, General
Allstate Financial Services, LLC June 2015 - Present
Allstate June 2013 - May 2015
Allstate September 2012 - May 2014
Lovell Hockey School June 2011 - August 2011
Bionic Games 2006 - 2009
Francis Farm 2005 - 2008
Education
Saint Anselm College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business/Commerce, General
Moses Brown School 2004 — 2008
High School Diploma
Allstate Financial Services, LLC October 2014 - February 2015
Citi July 2012 - March 2014
Santander Consumer USA January 2010 - January 2012
Santander Consumer USA Inc. 2010 - 2012
Citi March 2008 - January 2010
PN Fire & Burglar Alarm Co January 2007 - January 2008
Skills
Loss Mitigation, Loans, Financial Services, Loan Servicing, Call Center, Loan Origination, Banking, Collections, Social Networking, Negotiation, Customer Service, Software Documentation, Call Centers, Finance, Credit Analysis, Credit Risk, Teamwork, Mortgage Banking, Risk Management, Portfolio Management, Customer Experience, Management, Mortgage Lending
Education
Walden University 2014 — 2016
Psychology
Pace University-Pleasantville/Briarcliff Campus
Sullivan County Community College
Liberal Arts and Science
Utica College
Fidelity Investments January 2015 - Present
Charles Schwab March 2010 - January 2015
Karberg Insurance September 2007 - March 2010
Allstate Financial Services, LLC July 2005 - September 2007
Bank of America October 2003 - May 2005
Education
University of Nevada-Las Vegas 1998 — 1999
Bachelor of Science (BS), Finance
Northern Arizona University 1994 — 1997
Core Studies
St. Mary of Perpetual Church September 2014 - Present
Congregation Rodfei Zedek August 2011 - Present
Allstate Financial Services, LLC May 2014 - March 2015
NYLIFE Securities LLC February 2011 - May 2014
New York Life Insurance Company October 2010 - May 2014
GIA Publications, Inc. 2008 - 2010
Skills
Insurance, Music, Protection..., 401k Rollovers, Retirement Savings, Education Savings, Recruiting, Business Planning, Disability Insurance, Employee Benefits, Estate Planning, Finance, Financial Services, Fixed Annuities, Investments, Leadership, Life Insurance, Long Term Care Insurance, Long-term Care, Personal Finance, Retirement, Retirement Planning, Securities, Singing, Strategic Financial..., Term Life Insurance, Wealth Accumulation, IRAs
Education
Roosevelt University
BA, Music Theory
Armanino LLP September 2015 — 2017
The Brenner Group 2013 — 2015
Allstate Financial Services, LLC 2010 — 2013
Charles Schwab 2007 — 2009
KeyPoint Credit Union 2005 — 2007
Citi 2001 — 2005
Stock & Option Solutions 2017 — Present
Skills
Sales, Finance, Management, Salesforce.com, Investments, Insurance, Financial Analysis, Sales Operations, Sales Management, Start-ups, Mergers & Acquisitions, Marketing, Business Development, SaaS, Life Insurance, Training, Selling, Advertising, Strategic Partnerships, Asset Allocation, CRM, Lead Generation, Sales Process, Valuation, 409A, sales ma, Sales Presentations, Asset Managment, Cloud Applications, Consultative Sales...
Education
Santa Clara University - Leavey School of Business 1996 — 2000
Accounting and Finance
San Jose State University 1989 — 1993
BS, Finance Major, Economics Minor
Allstate Financial Services, LLC October 2014 - Present
M&T Bank April 2013 - March 2014
Santander Bank, N.A. April 2009 - January 2013
Washington Mutual August 2004 - March 2009
Skills
Banking, Portfolio Management, Investments, Equities, Fixed Income, Investment Banking, Financial Modeling, Wealth Management, Financial Planners, Fixed Annuities, 401k Rollovers, Mutual Funds, High Net Worth..., Finance, Estate Planning, Securities, Financial Services
Education
Rutgers University-New Brunswick 1990 — 1994
Bachelor of Business Administration (B.B.A.)
Video Mount Products April 2015 - Present
Allstate Financial Services, LLC July 2014 - June 2015
Northwestern Mutual June 2013 - August 2014
State Farm March 2012 - June 2013
Merchant Processing Solutions, Inc. January 2011 - January 2012
Skills
Marketing, Sales, Facebook, Teamwork, Strategic Planning
Education
Salisbury University 2008 — 2011
Bachelors of Science, Atmospheric Science & G.I.S.
West Virginia Wesleyan College
Allstate Financial Services, LLC August 2013 - 2014
Northern Illinois University August 2011 - May 2013
First United Methodist Church of DeKalb May 2008 - April 2013
Advance Geospatial Laboratory, Northern Illinois University October 2010 - December 2011
Skills
Microsoft Excel, Teaching, Data Analysis, Microsoft Office, Public Speaking, PowerPoint, Microsoft Word, Event Planning, Research, Customer Service, Access, Social Media, GIS, Leadership, Microsoft SQL Server, SAS, Adobe Illustrator, C++, ArcGIS, GeoMedia Professional, Geological Mapping, Catastrophe Modeling, Weather Forecasting, Weather Radar, Numerical Weather..., Severe Weather, Praise & Worship, Worship Music, Vocals, Piano, Clerical Skills, Data Entry, Geography, Statistics, Remote Sensing, Analysis
Education
Northern Illinois University 2005 — 2011
Bachelor of Science (B.S.), Meteorology/GIS
Allstate Financial Services, LLC September 2014 - Present
New York Life Insurance Company June 2011 - September 2014
Candidates on Demand April 2007 - January 2009
Response June 2004 - March 2007
Woodbury Personnel 2002 - June 2004
Skills
Recruiting, Financial Services, Insurance, Applicant Tracking..., Staffing Services, Employee Benefits, Talent Acquisition, Leadership, Time Management, Human Resources, Training, Mutual Funds, Risk Management, Sourcing, Executive Search
Education
Old Dominion University
Ward Melville
Allstate Financial Services, LLC 1999 - Present
Spiegel/Eddie Bauer Catalog 1994 - 1999
Skills
SDLC, Requirements Analysis, Software Project..., Process Improvement, IT Strategy, Quality Assurance, Risk Management, Project Portfolio..., Business Analysis, Project Management, PMO, Management, Requirements Gathering, Leadership, Cross-functional Team..., Vendor Management, Program Management
Education
Rutgers University-New Brunswick
BA, International Economics
Pump It Up Schaumburg April 2006 - December 2013
Allstate Financial Services, LLC September 1990 - May 2006
Skills
Customer Service, Entrepreneurship, Social Media Marketing, Operations Management, Microsoft Office, Management, Non-profit Volunteer, Community Outreach, QuickBooks, Non-profit..., POS, Vendor Relationships, Leadership, Contract Negotiation, Interpersonal..., Business Analytics, Bookkeeping, General Accounting
Education
Southern Illinois University, Carbondale
IT/Business
The Integer Group 2003 - Present
Allstate Financial Services, LLC 2000 - 2002
IMS / Integrated Merchandising Systems (an Omnicom agency) 1993 - 2000
Allsteel 1992 - 1993
Jones Lang LaSalle 1987 - 1991
BBDO 1982 - 1986
Skills
Digital Strategy, Brand Architecture, Integrated Marketing, Customer Insight, Interactive Marketing, Advertising, Relationship Marketing, Marketing Communications, Direct Marketing, Marketing Strategy, Digital Marketing, Strategy, Creative Strategy, Analytics, Start-ups
Education
Northwestern University - Kellogg School of Management
Master of Management Administration (MBA)
University of Notre Dame
Bachelor of Business Administration (B.B.A.), Marketing
Biocomposites Ltd February 2015 - Present
1099 Orthopedic sales rep January 2014 - February 2015
Medical Sales College November 2013 - December 2013
Allstate Financial Services, LLC 2006 - October 2013
New York Life Insurance Company 2005 - 2006
Skills
Medical Devices, Capital Equipment, Sales, Operating Room, Cold Calling, Medical Sales, Orthopedics, Surgeons, Account Management, Sales Management, New Business Development, Selling, Customer Service, Product Management, Sales Rep Training, Social Networking, Healthcare, Surgical Instruments, Sales Operations
Education
Sonoma State University 2000 — 2004
Bachelor of Arts (B.A.), Communications, minor in Business Administration
Allstate Financial Services, LLC July 2012 - Present
Sage Products July 2008 - Present
Rydex SGI Investments June 2008 - March 2011
Prudential Financial August 2005 - August 2007
Skills
Series 63, Series 7, Mutual Funds, Series 66, Retirement Planning, Securities, Fixed Annuities, Insurance, Investments, Sales
Education
Saint Mary's University of Minnesota 1999 — 2003
Allstate Financial Services, LLC May 2011 - Present
Vantage Risk Management, LLC October 2010 - Present
Vantage Financial Solutions January 2009 - Present
Metropolitan Life November 2007 - December 2008
First National Bank of Arizona 2004 - 2007
FNBA 2004 - 2007
1st national Bank of Arizona 2003 - 2007
Skills
Underwriting, Portfolio Management, Credit, Insurance, Retirement Planning, Small Business, Financial Services, Investments, Disability Insurance, Employee Benefits, Health Insurance, Finance, Strategic Financial..., Leadership, Long-term Care, Risk Management, Business Planning, Financial Planning
Education
Penn State University 1987 — 1991
BS, Finance
Turner Agency Allstate Insurance May 2014 - Present
Allstate Financial Services, LLC June 2015 - Present
Allstate January 2013 - May 2014
Golfsmith January 2010 - January 2013
Countrywide Bank, FSB June 2006 - December 2009
SouthCrest Hospital January 2005 - May 2006
Turner Construction Naples January 1998 - July 2005
Skills
Leadership, Finance, Coaching, Strategic Planning, Team Leadership, Teamwork, Customer Service, Loans, Mortgage Lending, Insurance, Sales, Life Insurance, Investments, Time Management, Marketing, Fixed Annuities, First Time Home Buyers, Management, Team Building, Small Business, Sales Management, Financial Services, Marketing Strategy
Education
Barron Collier
Barron Collier
Stetson University 1998 — 2002
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Oral Roberts University 2003 — 2006
Masters, Divinity
Xinnix Academy 2006 — 2006
Mortgage Sales
Allstate Financial Services, LLC 2008 - Present
Skills
Business Analysis, Insurance, SDLC
Education
Nebraska Wesleyan University 1994 — 1998
Business Administration
AAA Insurance March 2012 - Present
Allstate Financial Services, LLC April 1995 - March 2012
Skills
Sales, Planner, Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Insurance, Long-term Care, Property & Casualty..., Health Insurance, Strategic Financial..., Sales Management, Financial Services, Employee Benefits, Investments, New Business Development, Medicare, IRAs, Finance, Long Term Care Insurance, Retirement, Whole Life, Financial Planners, Universal Life, Retirement Planning, 401k, Series 6, Permanent Life Insurance, Wealth Accumulation
Education
St. Joseph's College (IN) 1983 — 1987
Bachelor of Business Administration in Management, Concentration in Finance
St. Joseph's College (IN) 1983 — 1987
Bachelor of Business Administration in Management, Business Administration and Management, General
Allstate Financial Services, LLC March 2004 - November 2014
Allstate Financial March 2001 - February 2004
Allstate Financial Services, LLC December 1998 - January 2001
Skills
Process Improvement, Insurance, Customer Service, Leadership, Team Building, Project Management, Coaching, General Insurance
Education
Northern Illinois University 1989 — 1992
Bachelor of Arts (B.A.), Mathematics and Statistics
WWR Brokerage October 2011 - Present
AIG October 2011 - Present
Allstate Financial Services, LLC June 2007 - October 2011
Panasonic March 1999 - June 2005
American International Group January 1996 - December 1998
Guy Carpenter January 1988 - December 1994
William H Mcgee January 1984 - December 1988
Mutual of America 1984 - 1987
Skills
Project Management, Underwriting, Business Planning, Management, Business Analysis, Insurance, Risk Management, SDLC, Process Improvement, Change Management, Program Management, Visio, Financial Analysis, Business Process, Strategic Planning, Financial Services, Property & Casualty..., Vendor Management, Cross-functional Team...
Education
University of Arizona 1980 — 1982
BA, Political Science
Nassau Community College 1978 — 1980
AA, Liberal Arts
Allstate May 2014 - Present
Allstate December 2012 - November 2013
Allstate April 2006 - December 2012
Allstate Financial Services, LLC October 2002 - March 2006
Sears, Roebuck and Co. April 1985 - November 2001
Skills
Requirements Analysis, SDLC, SQL, Business Analysis, Microsoft SQL Server, Visio, ITIL v3 Foundations..., Agile Methodolgy, Work Intake, assessment..., Document Management, Technical Documentation, Data Warehousing, Strategic Planning, Tactical Solutions, SharePoint, Event Planning, Coordinating Events, Communication, Writing, Editing
Education
Robert Morris University - Illinois
Accounting and Computer Science
California Real Estate Specialist January 2009 - Present
Silicon Valley Insurance Brokerage January 2008 - September 2010
AAA Life Ins. Co January 2005 - January 2008
Allstate Financial Services, LLC January 2001 - January 2005
Fidelity Investments January 2000 - January 2001
Northwestern Mutual Life Insurance Company January 1999 - January 2000
BWC Investments/Bank of the January 1998 - January 1999
Morgan Stanley Smith Barney January 1997 - January 1998
Advanced Concepts Ins. Services, Inc January 1985 - January 1997
Skills
Real Estate, Investments, Entrepreneurship, Insurance, Strategic Financial...
Education
Heald College, School of Business 1999 — 2001
Applied Science Degree, Business Software Applications
San Jose State University 1982 — 1984
Bachelor of Science, Business Management & Finance
San Jose City College 1980 — 1982
General Ed., AA, International Business
New York Life Insurance Company June 2015 - Present
Allstate Financial Services, LLC July 2014 - May 2015
New York Life Insurance Company July 2009 - July 2014
Skills
Insurance, Wealth Management, Mutual Funds, Retirement Planning, Investments, Estate Planning, Small Business, Finance, Retirement, Life Insurance, Fixed Annuities, Variable Annuities, Public Speaking, Customer Service
Education
American College
LUTCF, Financial Planning and Services
Miami Dade College, Miami Christian and Luther Rice College
Bachelor’s Degree, Music and Counseling
Allstate Financial Services, LLC May 2013 - Present
Alderson Consulting Group, Inc. June 2000 - Present
State of Nebraska April 2012 - May 2013
Thrivent Financial for Lutherans 2006 - 2011
Neverdahl-Loft & Associates July 1992 - June 2000
Lincoln Financial Group November 1979 - April 1992
Skills
Analysis, Business Analysis, CICS, Fixed Annuities, Management, Life Insurance, Insurance, Requirements Analysis, Software Development, SDLC, Vendor Management, DB2, Project Management, Process Improvement
Education
Purdue University - Krannert School of Management 1973 — 1977
B.S., Industrial Management/Computer Science
Insure the Future July 2012 - Present
Allstate Financial Services, LLC January 2010 - July 2012
Cydcor June 2008 - December 2009
Skills
Insurance, New Business Development, Customer Service, Team Building, Marketing Strategy, Team Leadership, Strategic Planning, Negotiation, Coaching, Business Analysis, Direct Marketing, Recruiting, Small Business, Microsoft Office, Leadership, Sales Management, Sales, Disability Insurance, Whole Life, Management, Music, Entrepreneurship, Training
Education
Princeton University 2004 — 2008
Bachelor of Arts (B.A.), Philosophy, With minors in French Literature and Music Performance
Allstate Financial Services, LLC July 2013 - Present
First State Bank Athens January 2003 - July 2013
First Command Financial Planning July 1976 - January 2003
First Command Financial Planning February 1993 - July 1994
Education
University of Oklahoma 1974 — 1976
Human Relations
Midwestern State University 1965 — 1970
BA, Psychology, Math
DPL Energy Resources April 2013 - September 2013
Shiloh Athletic Club August 2008 - January 2013
Cintas August 2009 - February 2011
Allstate Financial Services, LLC October 2004 - August 2009
Skills
Sales, Sales Management, Customer Service, Team Building, Management, Negotiation, Inventory Management, Budgets, Leadership, Office Management
Education
Miami Valley Career Technology Center 2000 — 2002
Certificate, Medical Coding and Billing
Sinclair Community College 1998 — 1999
General Studies
TIAA-CREF July 2014 - Present
LifePoint Financial Advisors February 2010 - July 2014
Ohio National Financial Services February 2010 - September 2013
Allstate Financial Services, LLC March 2009 - February 2010
Mass Mutual Financial Group April 2001 - December 2008
Education
Northwood University 1989 — 1993
BBA, Economics
Allstate Insurance December 2004 - Present
Allstate Financial Services, LLC January 2000 - January 2005
Allstate Financial Services, LLC January 2001 - January 2004
Skills
Customer Service, Insurance, Management, Computer Hardware..., Leadership, Printer Support, Windows XP, Microsoft Office, Software Implementation, Technical Support, SCCM, Asset Management, Process Improvement, Windows 7, Customer Support, Windows 7 Migration, VPN Support, Troubleshooting, Desktop Application..., Information Technology, Desktop Computers, Risk Management, Life Insurance, Team Building, Laptops, Help Desk Support, Vendor Management, Call Centers
Education
Southeast Community College
Allstate Financial Services, LLC May 2015 - Present
SimplexDiam, Inc. August 2012 - Present
SimplexDiam, Inc. January 2013 - April 2015
SPAR 2007 - 2009
Skills
Microsoft Office, Microsoft Word, Customer Service, Inventory Management, Teamwork, Merchandising, Cashiering, Inventory Control, Team Leadership
Education
South Gujarat University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Allstate Financial Services, LLC June 2008 - Present
Wachovia Bank 2005 - 2008
Legg Mason 2004 - 2005
Skills
Insurance, Retirement Planning, Fixed Annuities, Health Insurance, Employee Benefits, Disability Insurance, Life Insurance, Mutual Funds, Microsoft Office, Team Building, Property & Casualty...
Education
Millsaps Else School of business 2002 — 2003
Master of Business Administration (MBA), Finance, General
Millsaps College 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance
Allstate Financial Services, LLC September 2014 - Present
State Farm Insurance March 2012 - September 2014
Wells Fargo July 2011 - February 2012
Skills
Insurance, Property, Life Insurance, Fixed Annuities, Commercial Lines, Retirement Planning, Financial Services, Banking, Investments, Mutual Funds, Commercial Insurance, Underwriting
Education
United States Navy 2007 — 2009
Miami International University of Art and Design 2004 — 2006
Cinematography and Film/Video Production
Burlington Township 1999 — 2003
Helping Hands Community Partners, inc April 2012 - Present
Allstate Financial Services, LLC January 2009 - January 2011
MetLife January 2006 - January 2008
Skills
Management, Strategic Planning, Leadership, Public Speaking, Program Management, Project Management, New Business Development, Marketing Strategy, Business Strategy, Team Building, Business Development, Fundraising, Negotiation, Strategy
Education
Providence College 1979 — 1981
North Providence HS
Allstate Financial Services, LLC January 1978 - Present
Education
North Carolina A&T State University
Bachelor's degree, Mathematics
Allstate Financial Services, LLC July 2012 - Present
Prudential Financial December 1999 - April 2004
Raymond James Financial Inc. January 1981 - January 2000
Skills
Financial Services,...
Education
Niagara County Community College 1974 — 1976
Business/Managerial Economics
Allstate Financial Services, LLC June 2013 - Present
Education
Oklahoma State University
Allstate Financial Services, LLC May 2013 - Present
suntrust bank July 2006 - August 2012
Education
Radford University
Allstate Financial Services, LLC May 2013 - Present
Education
Northern Illinois University 1999 — 2002
Bachelor of Applied Science (B.A.Sc.), Social Sciences
Scentsy, Inc. September 2011 - Present
Allstate Financial Services, LLC March 1994 - Present
Scentsy May 2013 - October 2014
Scentsy, Inc. August 2013 - June 2014
Skills
Accounting, Financial Analysis, Financial Reporting, Account Reconciliation, Insurance, Sarbanes-Oxley Act, Accounts Payable, Variance Analysis, General Ledger, Accounts Receivable, Financial Modeling, Finance, Risk Management, Auditing, Banking, Process Improvement, Financial Accounting, Access, Internal Controls
Education
North Carolina State University
ReRack January 2015 - Present
Allstate Financial Services, LLC September 2014 - Present
Cafe Yumm! September 2012 - August 2014
Prime Time Painting June 2008 - July 2011
iSky, Inc. January 2006 - January 2007
Skills
Management, Information Technology, Special Events..., Business Analytics, Microsoft Excel, Data Analysis, Property & Casualty..., General Insurance, Commercial Insurance, Umbrella Insurance, Mobile VoIP
Education
Oregon State University 2009 — 2014
Bachelor of Business Administration (BBA), Business Information Systems, Senior
Allstate Financial Services, LLC April 2013 - Present
Utah State Department of Health September 2007 - April 2013
Education
Utah Valley University 2013 — 2015
Criminal Law/Forensic Science
Salt Lake Community College 2010 — 2013
Associate of Science (AS), Criminal Justice and Corrections
Coleman School August 2013 - Present
Allstate Financial Services, LLC March 2012 - Present
Skills
Insurance, Call Centers
Education
Northwest Missouri State University 1997 — 2001
Business
Central High School 1993 — 1997
Allstate Financial Services, LLC February 2007 - Present
Education
Southwest Florida College
Allstate Insurance May 1998 - Present
Kraft Foods Group June 1994 - December 1997
Allstate Financial Services, LLC May 1992 - May 1994
Skills
SDLC, Microsoft SQL Server, SQL, DB2, Requirements Gathering, Data Warehousing, Visio, SharePoint, Business Analysis, Requirements Analysis, ETL, .NET
Education
Northern Illinois University 1987 — 1992
Bachelor's Degree, Computer Science
Wauconda Community High School 1984 — 1987
Allstate Financial Services, LLC June 1997 - Present
Skills
Insurance, Mutual Funds, Investments, Retirement Planning, Strategic Financial..., Risk Management, Financial Services, Process Improvement, Life Insurance, Series 7, Fixed Annuities, Wealth Management, Financial Analysis, Retirement, Customer Service, Securities, Vendor Management, Series 63, Portfolio Management, Banking
Education
Augustana College, BA
Bachelor's degree, Accounting
Northern Illinois University - College of Business
Master of Business Administration (MBA), Finance, General
Colibrium September 2014 - February 2015
CarMax March 2013 - October 2014
Allstate Financial Services, LLC June 2013 - June 2014
MetLife May 2011 - June 2012
Wells Fargo January 2007 - April 2011
Skills
Insurance, Investments, Retirement Planning, Customer Service, Finance, Life Insurance, Financial Planning, Mutual Funds, Sales, Financial Analysis, Healthcare Insurance, Auto Sales, Retail Banking
Education
Philander Smith College
Bachelor’s Degree, Business Administration and Management, General
Southern Arkansas University
Business Administration and Management, General
Allstate Financial Services, LLC September 2010 - Present
Allstate Financial Services, LLC May 2007 - September 2010
Skills
Microsoft Office, Management, Microsoft Word, Research, Sales, Leadership, Training, Photoshop
Education
Sierra College
Alterra Home Loans October 2014 - Present
Allstate Financial Services, LLC February 2012 - Present
Bankers Life February 2005 - November 2012
Skills
Life Insurance, Fixed Annuities, Life & Health Insurance..., Online Retail, Mortgage Lending, Health Insurance, Long Term Care Insurance, Medicare Supplements, Equity Indexed Annuities, Insurance, Loans, Term Life Insurance, Long-term Care, Universal Life
Education
San Francisco State University 2003 — 2005
Lemoore High School 1999 — 2003
Fidelity Investments June 2015 - Present
Allstate Financial Services, LLC September 2014 - May 2015
The Provident Bank May 2013 - January 2015
Education
Saint Anselm College 2011 — 2015
Bachelor of Arts (B.A.), Economics, Political Science Minor, Senior