Allstate Financial Services, LLC

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Allstate Financial Services, LLC Employees

Employee
Years
Job
Industry
Peter Redpath Peter Redpath Sanibel, Florida Details
Peter Redpath's Allstate Financial Services, LLC Experience May 2013 - December 2014
Job President Redpath Consulting
Industry Investment Management
Experience
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

Valerie Horneij Valerie Horneij Greater Chicago Area Details
Valerie Horneij's Allstate Financial Services, LLC Experience February 2011 - January 2013
Job AF Commissions Analyst at Allstate Financial
Industry Financial Services
Experience
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

Robin Rhyne Robin Rhyne Bartlett, Illinois Details
Robin Rhyne's Allstate Financial Services, LLC Experience October 2012 - August 2014
Job Customer Service
Industry Insurance
Experience
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

QUINCY MURPHY III QUINCY MURPHY III Augusta, Georgia Details
QUINCY MURPHY III's Allstate Financial Services, LLC Experience
Job AGENT at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Nancy Herrera Nancy Herrera Plainfield, Illinois Details
Nancy Herrera's Allstate Financial Services, LLC Experience January 2008 - Present
Job Bilingual Agency Owner at Allstate
Industry Insurance
Experience
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

Curtis Outlaw Curtis Outlaw New York, New York Details
Curtis Outlaw's Allstate Financial Services, LLC Experience January 2008 - October 2008
Job Operations Manager at the Governor's Office Of Storm Recovery
Industry Public Policy
Experience
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

Adam Kopin Adam Kopin Frenchtown, New Jersey Details
Adam Kopin's Allstate Financial Services, LLC Experience
Job Auto Adjuster at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC  

Skills
Claim, Insurance, General Insurance, Liability, Property & Casualty...

Education
Monmouth University   2004 — 2008
Bachelors, Criminal Justice

Carlton Gover Carlton Gover Chantilly, Virginia Details
Carlton Gover's Allstate Financial Services, LLC Experience February 2013 - Present
Job Customer Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Chad Venters Chad Venters Greater Denver Area Details
Chad Venters's Allstate Financial Services, LLC Experience September 2014 - Present
Job Financial Sales Consultant Associate
Industry Financial Services
Experience
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

Mike Shinn Mike Shinn Lodi, California Details
Mike Shinn's Allstate Financial Services, LLC Experience 2009 - 2010
Job Hospitality Manager (DTC Operations) at Michael David Winery
Industry Wine and Spirits
Experience
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

Nicholas Del Vecchio Nicholas Del Vecchio Verona, New Jersey Details
Nicholas Del Vecchio's Allstate Financial Services, LLC Experience April 2015 - August 2015
Job Regional Account Manager at Cogent Communications
Industry Telecommunications
Experience
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

David Michael St. John David Michael St. John Oklahoma City, Oklahoma Area Details
David Michael St. John's Allstate Financial Services, LLC Experience October 2013 - October 2013
Job Field Service Technician at NCR Corporation
Industry Information Technology and Services
Experience
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

Aimee Maas Aimee Maas Greater Detroit Area Details
Aimee Maas's Allstate Financial Services, LLC Experience April 2013 - Present
Job Administrative Assistant at Allstate Financial
Industry Apparel & Fashion
Experience
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

Monica Balderrama Monica Balderrama El Paso, Texas Area Details
Monica Balderrama's Allstate Financial Services, LLC Experience April 2014 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Eric Beitchman Eric Beitchman Dallas/Fort Worth Area Details
Eric Beitchman's Allstate Financial Services, LLC Experience October 2014 - Present
Job Licensed Financial Specialist at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Scott Hammer Scott Hammer Dallas, Texas Details
Scott Hammer's Allstate Financial Services, LLC Experience May 2007 - May 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
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

Kristi Leth Kristi Leth United States Details
Kristi Leth's Allstate Financial Services, LLC Experience October 2008 - Present
Job Broker Dealer Support/Trades Specialist at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Kaylan Sweno Kaylan Sweno Greater Chicago Area Details
Kaylan Sweno's Allstate Financial Services, LLC Experience July 2009 - August 2014
Job Agent Training and Education
Industry Insurance
Experience
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

Sean Kern, MSFS, ChFC, CLU, CLTC, FIC Sean Kern, MSFS, ChFC, CLU, CLTC, FIC Greater Milwaukee Area Details
Sean Kern, MSFS, ChFC, CLU, CLTC, FIC's Allstate Financial Services, LLC Experience June 2013 - Present
Job Exclusive Financial Services Professional at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Howard Wyche Howard Wyche Jacksonville, Florida Details
Howard Wyche's Allstate Financial Services, LLC Experience April 2014 - Present
Job Help Desk Specialist at Allstate Financial Services, LLC
Industry Information Technology and Services
Experience
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

Haley Bazzani Haley Bazzani Chicago, Illinois Details
Haley Bazzani's Allstate Financial Services, LLC Experience January 2014 - March 2014
Job Underwriting Trainee at Arch Insurance Group
Industry Insurance
Experience
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

Jeffrey Trojan Jeffrey Trojan South Park, Pennsylvania Details
Jeffrey Trojan's Allstate Financial Services, LLC Experience October 2013 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Brian LaSpino, LUTCF, CLTC Brian LaSpino, LUTCF, CLTC Lansdale, Pennsylvania Details
Brian LaSpino, LUTCF, CLTC's Allstate Financial Services, LLC Experience June 2013 - Present
Job Personal Financial Representative
Industry Financial Services
Experience
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

Carla Marsh Carla Marsh Greater Chicago Area Details
Carla Marsh's Allstate Financial Services, LLC Experience 2001 - 2005
Job Incident Manager at U.S. Cellular
Industry Information Technology and Services
Experience
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

Dan Maloney Dan Maloney Greater Chicago Area Details
Dan Maloney's Allstate Financial Services, LLC Experience March 2011 - September 2012
Job Business Development Manager at Allstate (Ivantage)
Industry Financial Services
Experience
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

Earl Locke Earl Locke Pensacola, Florida Area Details
Earl Locke's Allstate Financial Services, LLC Experience March 2014 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Danielle Reeves Danielle Reeves Greater Philadelphia Area Details
Danielle Reeves's Allstate Financial Services, LLC Experience September 2014 - Present
Job Insurance Professional
Industry Insurance
Experience
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

Joseph Carey Joseph Carey Jacksonville, Florida Details
Joseph Carey's Allstate Financial Services, LLC Experience August 2012 - July 2014
Job Principal Owner at Carey Financial Network, Inc.
Industry Financial Services
Experience
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

Melissa Harvey Melissa Harvey Charlotte, North Carolina Details
Melissa Harvey's Allstate Financial Services, LLC Experience June 2005 - March 2014
Job Highly experienced professional interested in new Insurance Industry opportunities.
Industry Financial Services
Experience
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

Amir Sims Amir Sims Greater Detroit Area Details
Amir Sims's Allstate Financial Services, LLC Experience January 2007 - June 2009
Job CEO and founder of Aficionados Luxury Bath and Body LLC
Industry Government Administration
Experience
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

Eric Goodson Eric Goodson Irving, Texas Details
Eric Goodson's Allstate Financial Services, LLC Experience September 1999 - Present
Job Staff Claims Service AdjusterSubrogation at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Rob Nicely Rob Nicely Mount Orab, Ohio Details
Rob Nicely's Allstate Financial Services, LLC Experience September 2011 - Present
Job Owner at Rob Nicely Insurance & Financial Services
Industry Financial Services
Experience
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

Chris Toman Chris Toman Clive, Iowa Details
Chris Toman's Allstate Financial Services, LLC Experience March 2012 - Present
Job Field Sales Leader at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Lynnette Butler Lynnette Butler Albany, New York Area Details
Lynnette Butler's Allstate Financial Services, LLC Experience October 2014 - February 2015
Job Direct Energy Consultant at SolarCity
Industry Retail
Experience
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

Lydia Ng Lydia Ng San Jose, California Details
Lydia Ng's Allstate Financial Services, LLC Experience August 1990 - Present
Job Personal Financial Representative providing insurance & financial services to Physicians, Dentists, Business Owners.
Industry Financial Services
Experience
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

Michael V. DeVito Michael V. DeVito Greater New York City Area Details
Michael V. DeVito's Allstate Financial Services, LLC Experience 2004 - 2008
Job Senior Executive / Business Leader / New Business Development / Sales Management / Operations / Relationship Management
Industry Insurance
Experience
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

John (Jay) Nelson John (Jay) Nelson Greater Nashville Area Details
John (Jay) Nelson's Allstate Financial Services, LLC Experience April 2013 - December 2014
Job Investment Representative at Fifth Third
Industry Financial Services
Experience
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

Terek Wilson, MBA Terek Wilson, MBA Kansas City, Missouri Area Details
Terek Wilson, MBA's Allstate Financial Services, LLC Experience August 2015 - Present
Job Financial Sales Education Consultant at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

PETER BRUCKMANN PETER BRUCKMANN Greater New York City Area Details
PETER BRUCKMANN's Allstate Financial Services, LLC Experience June 2004 - April 2011
Job Retired Financial Services Professional
Industry Financial Services
Experience
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

Rick Domenick Rick Domenick Sacramento, California Area Details
Rick Domenick's Allstate Financial Services, LLC Experience August 2001 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Charles Hitchcock Charles Hitchcock Charlotte, North Carolina Area Details
Charles Hitchcock's Allstate Financial Services, LLC Experience 2013 - Present
Job Financial Representative at Allstate Financial Services, LLC
Industry Insurance
Experience
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

Wendy Copperthite Wendy Copperthite Cheshire, Connecticut Details
Wendy Copperthite's Allstate Financial Services, LLC Experience August 1998 - Present
Job Licensed Sales Producer at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Hunter Giboney Hunter Giboney Glendale, Arizona Details
Hunter Giboney's Allstate Financial Services, LLC Experience August 2013 - Present
Job Personal Financial Representative, Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Jonathan P Souza, CLU ChFC Jonathan P Souza, CLU ChFC Greater Denver Area Details
Jonathan P Souza, CLU ChFC's Allstate Financial Services, LLC Experience January 2012 - Present
Job Financial Services Education Consultant at Allstate Financial
Industry Insurance
Experience
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

Paul T. Brzozowski Paul T. Brzozowski Glen Head, New York Details
Paul T. Brzozowski's Allstate Financial Services, LLC Experience 1999 - 2001
Job Allstate Agency Owner Brzozowski Agency Inc
Industry Insurance
Experience
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

Aretha Hartley SCLA Aretha Hartley SCLA Fresno, California Area Details
Aretha Hartley SCLA's Allstate Financial Services, LLC Experience May 2014 - Present
Job Agency Process Specialist Allstate Financial
Industry Insurance
Experience
Allstate Financial Services, LLC   May 2014 - Present
Allstate 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

Renee Washington Renee Washington New Orleans, Louisiana Details
Renee Washington's Allstate Financial Services, LLC Experience November 2013 - Present
Job Realtor, Nick Galiano Realty
Industry Real Estate
Experience
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

David A. Stateman David A. Stateman Boca Raton, Florida Details
David A. Stateman's Allstate Financial Services, LLC Experience January 2014 - Present
Job Exclusive Financial Specialist
Industry Financial Services
Experience
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

Ed Spater Ed Spater Warwick, Rhode Island Details
Ed Spater's Allstate Financial Services, LLC Experience November 2009 - January 2012
Job Benefits Coordinator at Colonial Life
Industry Insurance
Experience
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

Cindy V. Nguyen Cindy V. Nguyen Tampa/St. Petersburg, Florida Area Details
Cindy V. Nguyen's Allstate Financial Services, LLC Experience June 2001 - July 2004
Job Accounts Payable at Masonite
Industry Accounting
Experience
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

Ernesto Pacheco Ernesto Pacheco Greater Chicago Area Details
Ernesto Pacheco's Allstate Financial Services, LLC Experience January 2005 - April 2007
Job Agent at Farmers Insurance & Financial Services
Industry
Experience
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

Guy Madison Guy Madison Oklahoma City, Oklahoma Area Details
Guy Madison'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
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

Allison Schaberg Allison Schaberg Sugar Land, Texas Details
Allison Schaberg's Allstate Financial Services, LLC Experience June 1992 - November 1995
Job General Agent at Consolidated Planning Group IncAmeritas
Industry Financial Services
Experience
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

Gary D Habe Gary D Habe Monroeville, New Jersey Details
Gary D Habe's Allstate Financial Services, LLC Experience March 2001 - December 2012
Job Get Uncle Sam OUT of your retirement!!
Industry Insurance
Experience
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

Michael Heintz, LUTCF, CLTC Michael Heintz, LUTCF, CLTC Rock Hill, South Carolina Details
Michael Heintz, LUTCF, CLTC's Allstate Financial Services, LLC Experience August 2001 - Present
Job Personal Financial Representative
Industry Insurance
Experience
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

Cynthia Andrew Cynthia Andrew Greater Chicago Area Details
Cynthia Andrew's Allstate Financial Services, LLC Experience October 2011 - Present
Job OUTBOUND SALES SPECIALIST at Allstate
Industry Civic & Social Organization
Experience
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

Brian Biehl, CFP Brian Biehl, CFP West Berlin, New Jersey Details
Brian Biehl, CFP's Allstate Financial Services, LLC Experience December 2014 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Albert Danish Albert Danish Philadelphia, Pennsylvania Details
Albert Danish's Allstate Financial Services, LLC Experience June 2004 - June 2008
Job Vice President Business Development at Doyle Alliance Group
Industry Insurance
Experience
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

Brittany LaCaze Brittany LaCaze Leesville, Louisiana Details
Brittany LaCaze's Allstate Financial Services, LLC Experience June 2007 - Present
Job insurance agent at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   June 2007 - Present

Skills
Insurance, Sales

Education
Northwestern State University

Garrin Taga Garrin Taga Honolulu, Hawaii Details
Garrin Taga's Allstate Financial Services, LLC Experience July 2013 - August 2013
Job Accounting Coordinator, Starwood Hotels and Resorts
Industry Accounting
Experience
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

John Wheatley, CLF John Wheatley, CLF Greater Los Angeles Area Details
John Wheatley, CLF's Allstate Financial Services, LLC Experience January 2014 - June 2015
Job Property and Casualty General Manager at Redwood Credit Union Insurance Services
Industry Insurance
Experience
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

Jennifer Hightower Jennifer Hightower Houston, Texas Details
Jennifer Hightower's Allstate Financial Services, LLC Experience January 2005 - January 2008
Job Professional Liability Insurance Agent at U.S. E&O Brokers
Industry Insurance
Experience
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

Evans Pamela Evans Pamela Reedsville, West Virginia Details
Evans Pamela's Allstate Financial Services, LLC Experience September 1976 - Present
Job DE at Allstate Insurance
Industry Insurance
Experience
Allstate Financial Services, LLC   September 1976 - Present

Skills
Leadership, Customer Service, Sales

Education
Oakland University

Matt Brunk Matt Brunk Kansas City, Missouri Area Details
Matt Brunk's Allstate Financial Services, LLC Experience May 2014 - January 2015
Job Consultative Sales Professional | Life Insurance & Retirement Account Specialist with 16+ years of experience
Industry Financial Services
Experience
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

Kurt Hesser Kurt Hesser Saint Petersburg, Florida Details
Kurt Hesser's Allstate Financial Services, LLC Experience June 2015 - Present
Job Personal Financial Representative
Industry Financial Services
Experience
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

Phil Aldrich Phil Aldrich Navarre, Florida Details
Phil Aldrich's Allstate Financial Services, LLC Experience December 2013 - Present
Job Exclusive Financial Representative at Allstate Insurance Company
Industry Insurance
Experience
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

Nathan Chaney Nathan Chaney Starkville, Mississippi Details
Nathan Chaney's Allstate Financial Services, LLC Experience November 2014 - Present
Job Personal Financial Representative
Industry Insurance
Experience
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

Adam Halverson Adam Halverson Buffalo, Minnesota Details
Adam Halverson's Allstate Financial Services, LLC Experience July 2015 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Rachel Ruiz Rachel Ruiz Fremont, Ohio Details
Rachel Ruiz's Allstate Financial Services, LLC Experience January 2013 - January 2014
Job Attended Tiffin University
Industry Marketing and Advertising
Experience
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

Allen Wiederstein Allen Wiederstein Edmond, Oklahoma Details
Allen Wiederstein's Allstate Financial Services, LLC Experience September 2006 - January 2014
Job Agency Development Manager at Colonial Life
Industry Insurance
Experience
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

Garrett Hamilton Garrett Hamilton Miamisburg, Ohio Details
Garrett Hamilton's Allstate Financial Services, LLC Experience May 2014 - August 2014
Job Exercise Science Student at Sinclair Community College
Industry Health, Wellness and Fitness
Experience
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

Jorge Zayas Jorge Zayas Chula Vista, California Details
Jorge Zayas's Allstate Financial Services, LLC Experience August 2000 - Present
Job Agency owner
Industry Insurance
Experience
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

Portia Parker Portia Parker San Antonio, Texas Details
Portia Parker's Allstate Financial Services, LLC Experience January 2015 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Bradley Bianchi Bradley Bianchi La Jolla, California Details
Bradley Bianchi's Allstate Financial Services, LLC Experience October 2008 - Present
Job Personal Financial Representative
Industry Financial Services
Experience
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

Bob Nachman Bob Nachman Somerset, New Jersey Details
Bob Nachman's Allstate Financial Services, LLC Experience September 2013 - October 2014
Job Insurance Agent at Bankers Life and Casualty
Industry Insurance
Experience
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

Jesse Branson Sr. Jesse Branson Sr. Greater New York City Area Details
Jesse Branson Sr.'s Allstate Financial Services, LLC Experience
Job Account Representative at Allstate Financial Services LLC
Industry Financial Services
Experience
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

Angela Ayers Angela Ayers Greater San Diego Area Details
Angela Ayers's Allstate Financial Services, LLC Experience December 2014 - Present
Job Agency Owner, Ayers Family Insurance Agency at Allstate
Industry Insurance
Experience
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

Larry Carlin Larry Carlin Greater Los Angeles Area Details
Larry Carlin's Allstate Financial Services, LLC Experience December 2001 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Phillip Kittell Phillip Kittell Miami/Fort Lauderdale Area Details
Phillip Kittell's Allstate Financial Services, LLC Experience October 2000 - May 2008
Job Employee Benefits Consultant at Brown & Brown of Florida
Industry Insurance
Experience
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

Marlon Mader Marlon Mader Yuba City, California Details
Marlon Mader's Allstate Financial Services, LLC Experience March 2014 - Present
Job Financial Assistant at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Abba Blum Abba Blum Greater Minneapolis-St. Paul Area Details
Abba Blum's Allstate Financial Services, LLC Experience April 2014 - May 2015
Job San Jose City College
Industry Financial Services
Experience
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

William Webb, Jr William Webb, Jr Greater Chicago Area Details
William Webb, Jr's Allstate Financial Services, LLC Experience April 2001 - June 2012
Job President at Bankers Life Securities, Inc,
Industry Financial Services
Experience
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

Julie Pointer Julie Pointer Austin, Texas Details
Julie Pointer's Allstate Financial Services, LLC Experience February 2014 - Present
Job Licensed Sales Producer at Allstate Insurance
Industry Insurance
Experience
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

JEFF SCHUCKER JEFF SCHUCKER Phoenix, Arizona Details
JEFF SCHUCKER's Allstate Financial Services, LLC Experience April 2013 - Present
Job CLAIMS SENIOR SERVICE SPECIALIST at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Amy Staples Amy Staples Saint Louis, Missouri Details
Amy Staples's Allstate Financial Services, LLC Experience June 2014 - Present
Job Financial Representative Assistant
Industry Financial Services
Experience
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

Debra pye Debra pye Victorville, California Details
Debra pye's Allstate Financial Services, LLC Experience June 1978 - October 1986
Job emergency clerk at Kaiser Permanente
Industry Hospital & Health Care
Experience
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

Kip Walker, JD, CLU Kip Walker, JD, CLU Greater Chicago Area Details
Kip Walker, JD, CLU's Allstate Financial Services, LLC Experience June 2008 - April 2009
Job National Accounts Manager at Mutual Trust Financial Group
Industry Financial Services
Experience
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

Andrew Kacz Andrew Kacz Dallas/Fort Worth Area Details
Andrew Kacz's Allstate Financial Services, LLC Experience June 2015 - Present
Job Licensed Financial Specialist at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Victoria M. Fields Victoria M. Fields Charlotte, North Carolina Details
Victoria M. Fields's Allstate Financial Services, LLC Experience October 2014 - February 2015
Job Claims Specialist at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

James Karberg, CFP® AAMS® James Karberg, CFP® AAMS® Scottsdale, Arizona Details
James Karberg, CFP® AAMS®'s Allstate Financial Services, LLC Experience July 2005 - September 2007
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
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

Brian Streem Brian Streem Greater Chicago Area Details
Brian Streem's Allstate Financial Services, LLC Experience May 2014 - March 2015
Job Personal Financial Representative at Allstate Financial, LLC
Industry Financial Services
Experience
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

Alex Florea Alex Florea Campbell, California Details
Alex Florea's Allstate Financial Services, LLC Experience 2010 — 2013
Job Account Executive at Armanino LLP
Industry Financial Services
Experience
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

Alexis Intili Alexis Intili Springfield, New Jersey Details
Alexis Intili's Allstate Financial Services, LLC Experience October 2014 - Present
Job Personal Financial Representative Allstate Financial Services, LLC
Industry Financial Services
Experience
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.)

Tom Shankle Jr. Tom Shankle Jr. Annapolis, Maryland Details
Tom Shankle Jr.'s Allstate Financial Services, LLC Experience July 2014 - June 2015
Job National Sales Manager at Video Mount Products
Industry Marketing and Advertising
Experience
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

Alecia Osborne Alecia Osborne Rockford, Illinois Area Details
Alecia Osborne's Allstate Financial Services, LLC Experience August 2013 - 2014
Job Catastrohpe Modeling Senior Analyst at Allstate Financial Services, LLC
Industry Insurance
Experience
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

Nathan Lemberg Nathan Lemberg Greater New York City Area Details
Nathan Lemberg's Allstate Financial Services, LLC Experience September 2014 - Present
Job
Industry Financial Services
Experience
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

Ilana Gordon Ilana Gordon Greater Chicago Area Details
Ilana Gordon's Allstate Financial Services, LLC Experience 1999 - Present
Job IT Manager at Allstate Financial
Industry Financial Services
Experience
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

Joyce Meredith Joyce Meredith Schaumburg, Illinois Details
Joyce Meredith's Allstate Financial Services, LLC Experience September 1990 - May 2006
Job Experienced Director of Operations
Industry Entertainment
Experience
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

Katie Geraty Katie Geraty Des Moines, Iowa Area Details
Katie Geraty's Allstate Financial Services, LLC Experience 2000 - 2002
Job VP Director Insight & Strategy \ The Integer Group \ TBWA
Industry Marketing and Advertising
Experience
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

Stephen Lykke Stephen Lykke Folsom, California Details
Stephen Lykke's Allstate Financial Services, LLC Experience 2006 - October 2013
Job Field Marketing Specialist
Industry Medical Devices
Experience
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

Paul Evon Paul Evon Palatine, Illinois Details
Paul Evon's Allstate Financial Services, LLC Experience July 2012 - Present
Job Annuity Internal Wholesaler at Allstate Financial Services, LLC
Industry Hospital & Health Care
Experience
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

Deen Salami Deen Salami Washington D.C. Metro Area Details
Deen Salami's Allstate Financial Services, LLC Experience May 2011 - Present
Job Helping Business Owners Find Solutions to Manage Employee Benefit Costs | Financial Services Professional
Industry Financial Services
Experience
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

Travis Turner Travis Turner Greater Denver Area Details
Travis Turner's Allstate Financial Services, LLC Experience June 2015 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Insurance
Experience
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

Heidi Buescher Heidi Buescher Lincoln, Nebraska Area Details
Heidi Buescher's Allstate Financial Services, LLC Experience 2008 - Present
Job Project Manager, Allstate Financial
Industry Insurance
Experience
Allstate Financial Services, LLC   2008 - Present

Skills
Business Analysis, Insurance, SDLC

Education
Nebraska Wesleyan University   1994 — 1998
Business Administration

Bob Horejs Bob Horejs Greater Chicago Area Details
Bob Horejs's Allstate Financial Services, LLC Experience April 1995 - March 2012
Job Life Insurance Specialist at AAA Insurance Company
Industry Insurance
Experience
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

Kelly Thomason Kelly Thomason Greater Chicago Area Details
Kelly Thomason's Allstate Financial Services, LLC Experience March 2004 - November 2014
Job Documentation Consultant at Allstate Financial Services, LLC
Industry Insurance
Experience
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

Richard Boretz Richard Boretz Greater New York City Area Details
Richard Boretz's Allstate Financial Services, LLC Experience June 2007 - October 2011
Job Project Manager at AIG
Industry Insurance
Experience
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

Amy Castaneda Amy Castaneda Greater Chicago Area Details
Amy Castaneda's Allstate Financial Services, LLC Experience October 2002 - March 2006
Job Business Analyst/Systems Analyst specializing in Solutions Design, SDLC, SOX Regulations & Controls and Best Practices
Industry Information Technology and Services
Experience
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

Rebecca Denise Violette Rebecca Denise Violette San Francisco Bay Area Details
Rebecca Denise Violette's Allstate Financial Services, LLC Experience January 2001 - January 2005
Job California Real Estate Specialist http://www.facebook.com/RealEstateNetworks
Industry Real Estate
Experience
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

Trevlynn Kimball LUTCF Trevlynn Kimball LUTCF Greater Grand Rapids, Michigan Area Details
Trevlynn Kimball LUTCF's Allstate Financial Services, LLC Experience July 2014 - May 2015
Job New York Life
Industry Financial Services
Experience
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

Frank Alderson Frank Alderson Lincoln, Nebraska Area Details
Frank Alderson's Allstate Financial Services, LLC Experience May 2013 - Present
Job Experienced Insurance IT Professional
Industry
Experience
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

Sarah Weinstein Sarah Weinstein Boca Raton, Florida Details
Sarah Weinstein's Allstate Financial Services, LLC Experience January 2010 - July 2012
Job Partner at Insure the Future
Industry Insurance
Experience
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

George Lee Montgomery George Lee Montgomery Dallas/Fort Worth Area Details
George Lee Montgomery's Allstate Financial Services, LLC Experience July 2013 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Katherine Colhoun Katherine Colhoun Englewood, Ohio Details
Katherine Colhoun's Allstate Financial Services, LLC Experience October 2004 - August 2009
Job Office Manager
Industry Management Consulting
Experience
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

Tony Corcoran Tony Corcoran Greater Grand Rapids, Michigan Area Details
Tony Corcoran's Allstate Financial Services, LLC Experience March 2009 - February 2010
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
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

Jerry Borrell Jerry Borrell Lincoln, Nebraska Details
Jerry Borrell's Allstate Financial Services, LLC Experience January 2000 - January 2005
Job Desktop Integration Specialist
Industry Information Technology and Services
Experience
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

nikita rana nikita rana Yonkers, New York Details
nikita rana's Allstate Financial Services, LLC Experience May 2015 - Present
Job Administrative
Industry Wholesale
Experience
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

Shane Hard Shane Hard Gautier, Mississippi Details
Shane Hard's Allstate Financial Services, LLC Experience June 2008 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Insurance
Experience
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

Ryan Fabian Ryan Fabian Greater Philadelphia Area Details
Ryan Fabian's Allstate Financial Services, LLC Experience September 2014 - Present
Job Licensed Sales Specialist at Allstate Financial Services, LLC
Industry Insurance
Experience
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

Cliff M Cliff M Providence, Rhode Island Details
Cliff M's Allstate Financial Services, LLC Experience January 2009 - January 2011
Job CoManaging Director at Helping Hands Community Partners, inc
Industry Nonprofit Organization Management
Experience
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

Marybeth Conger Marybeth Conger Emmett, Idaho Details
Marybeth Conger's Allstate Financial Services, LLC Experience January 2012 - Present
Job Licensed Sales Associate at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   January 2012 - Present
Allstate  February 1983 - September 2011
Nike  June 1979 - February 1983

Education
Rivier College
Business Administration and Management, General

University of New Hampshire
Business Administration, Management and Operations

Firestone Insurance (Independent Allstate Agency) Firestone Insurance (Independent Allstate Agency) Downey, California Details
Firestone Insurance (Independent Allstate Agency)'s Allstate Financial Services, LLC Experience January 1978 - Present
Job Insurance Agent at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   January 1978 - Present

Education
North Carolina A&T State University
Bachelor's degree, Mathematics

Mary Gillard-Martin Mary Gillard-Martin San Antonio, Florida Details
Mary Gillard-Martin's Allstate Financial Services, LLC Experience July 2012 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Zach Albritton Zach Albritton Muskogee, Oklahoma Details
Zach Albritton's Allstate Financial Services, LLC Experience June 2013 - Present
Job Owner/Agent Albritton Agency Allstate
Industry Insurance
Experience
Allstate Financial Services, LLC   June 2013 - Present

Education
Oklahoma State University

Linda Crosswhite Linda Crosswhite Richmond, Virginia Details
Linda Crosswhite's Allstate Financial Services, LLC Experience May 2013 - Present
Job Business Development at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   May 2013 - Present
suntrust bank  July 2006 - August 2012

Education
Radford University

Natalie Ciardullo Natalie Ciardullo Northbrook, Illinois Details
Natalie Ciardullo's Allstate Financial Services, LLC Experience May 2013 - Present
Job Special Events Consultant at Allstate Insurance
Industry Events Services
Experience
Allstate Financial Services, LLC   May 2013 - Present

Education
Northern Illinois University   1999 — 2002
Bachelor of Applied Science (B.A.Sc.), Social Sciences

Crowell Regina Crowell Regina Kannapolis, North Carolina Details
Crowell Regina's Allstate Financial Services, LLC Experience March 1994 - Present
Job Accountant at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Derrick Goyne Derrick Goyne Corvallis, Oregon Details
Derrick Goyne's Allstate Financial Services, LLC Experience September 2014 - Present
Job Inventory Control at ReRack
Industry Information Technology and Services
Experience
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

Laura Snider Laura Snider Pleasant Grove, Utah Details
Laura Snider's Allstate Financial Services, LLC Experience April 2013 - Present
Job Sales Producer at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Megan Roach Megan Roach Saint Joseph, Missouri Details
Megan Roach's Allstate Financial Services, LLC Experience March 2012 - Present
Job St JosephSchool District at Coleman School
Industry Financial Services
Experience
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

Lacy Lee Lacy Lee Englewood, Florida Details
Lacy Lee's Allstate Financial Services, LLC Experience February 2007 - Present
Job AGENT at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   February 2007 - Present

Education
Southwest Florida College

Henry Seifert Henry Seifert Lake Zurich, Illinois Details
Henry Seifert's Allstate Financial Services, LLC Experience May 1992 - May 1994
Job Application Developer at Allstate Insurance
Industry Insurance
Experience
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

Ken Dahlgren Ken Dahlgren Mount Prospect, Illinois Details
Ken Dahlgren's Allstate Financial Services, LLC Experience June 1997 - Present
Job SAP Delivery Lead at Allstate Financial Services, LLC
Industry Financial Services
Experience
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

Larry Walls Larry Walls Atlanta, Georgia Details
Larry Walls's Allstate Financial Services, LLC Experience June 2013 - June 2014
Job Financial Services Professional
Industry Financial Services
Experience
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

Diana Sinclair Diana Sinclair Sacramento, California Area Details
Diana Sinclair's Allstate Financial Services, LLC Experience September 2010 - Present
Job Financial Services Assistant at Allstate Financial Services, LLC
Industry Insurance
Experience
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

Earl Hartman Earl Hartman Fresno, California Details
Earl Hartman's Allstate Financial Services, LLC Experience February 2012 - Present
Job Insurance Agent
Industry Insurance
Experience
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

Michael Bernier Michael Bernier Byfield, Massachusetts Details
Michael Bernier's Allstate Financial Services, LLC Experience September 2014 - May 2015
Job Student at Saint Anselm College
Industry Financial Services
Experience
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

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