Allstate Financial Services, LLC

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Allstate Financial Services, LLC Employees

Employee
Years
Job
Industry
Corso Michelle Corso Michelle Chester, Maryland Details
Corso Michelle's Allstate Financial Services, LLC Experience January 2013 - Present
Job Insurance Agent at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   January 2013 - Present

Skills
Customer Service, Risk Management, Sales, Property & Casualty..., Life Insurance, Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Underwriting

Education
Towson University   2008 — 2011
Bachelor's degree, Mass Communication/Media Studies, 3.8 GPA

Roy Palmer CLTC Roy Palmer CLTC San Antonio, Texas Area Details
Roy Palmer CLTC's Allstate Financial Services, LLC Experience May 2004 - April 2011
Job Program Manager / Financial Advisor
Industry Financial Services
Experience
Investment Professionals, Inc.   April 2014 - Present
MassMutual Financial Group  April 2011 - April 2014
Allstate Financial Services, LLC   May 2004 - April 2011

Education
The American College
Financial Planning and Financial Services

Laura Darias Laura Darias Tampa/St. Petersburg, Florida Area Details
Laura Darias's Allstate Financial Services, LLC Experience March 2013 - July 2013
Job Compliance Specialist
Industry Financial Services
Experience
VanDyk Mortgage  October 2014 - Present
SoftRock  January 2014 - August 2014
SoftRock  May 2014 - July 2014
University of Central Florida  January 2013 - December 2013
Allstate Financial Services, LLC   March 2013 - July 2013

Skills
Marketing, Event Planning, Marketing Communications, Social Media, Social Media Marketing, Event Management, Advertising, Marketing Strategy, Digital Marketing, Microsoft Office, Customer Service, Public Relations, Strategic Planning, Account Management, Microsoft Excel, Photoshop, New Business Development, Leadership, Social Networking, Time Management

Education
University of Central Florida   2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Marketing

Jamie Gioia Jamie Gioia Sanford, Florida Details
Jamie Gioia's Allstate Financial Services, LLC Experience December 2004 - Present
Job Agency Owner at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   December 2004 - Present

Skills
Retirement Planning, Insurance, Term Life Insurance, Fixed Annuities, Life Insurance, Retirement, Disability Insurance, Series 6, Long-term Care, IRAs

Education
University of Central Florida   1999 — 2003
Bachelor of Arts

Bernie Fitzpatrick III Bernie Fitzpatrick III South Burlington, Vermont Details
Bernie Fitzpatrick III's Allstate Financial Services, LLC Experience January 2013 - Present
Job Insurance Agent at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC   January 2013 - Present
Aflac  September 2003 - January 2013

Skills
Homeowners Insurance, Auto Insurance, Landlord Insurance, Umbrella Insurance, Life Insurance, Mortgage Protection, Long-term Care, Motorcycle Insurance, Off Road Vehicle..., Boat Insurance, Condo Insurance, RV Insurance, Commercial General..., Workers Compensation, Renters Insurance, Term Life Insurance, Whole Life, Universal Life, Fixed Annuities, Long Term Care Insurance, IRAs, Renters, Property, Commercial Insurance, Permanent Life Insurance, Retirement, Retirement Planning, Commercial Lines, Variable Annuities, Financial Planners, 401k, Financial Planning, Homeowners, Property

Education
University of Massachusetts Boston
Business Administration

Richard Giegerich Richard Giegerich West Babylon, New York Details
Richard Giegerich's Allstate Financial Services, LLC Experience 2003 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   2003 - Present
New York Life Insurance Company  2001 - 2003
DataWorld Solutions   1999 - 2001
DataWorld Solutions   1997 - 1999
Vertex Computer Cable and Products   1995 - 1997

Skills
Life Insurance, Fixed Annuities, Insurance, Technical Proficiency, Applied Mathematics, Financial Services, Cross Selling, Needs Based Selling, Analytical Skills, Problem Solving, Microsoft Office, Consultative Selling, Disability Insurance, Actuarial Exams, Electrical Industry, Technical Product...

Education
Stony Brook University   1985 — 1992
Bachelor of Science (BS), Applied Mathematics and Statistics

Haroon Chaudhry Haroon Chaudhry Saint Charles, Illinois Details
Haroon Chaudhry's Allstate Financial Services, LLC Experience 2014 - 2015
Job Staff Financial Analyst at Allstate
Industry Financial Services
Experience
Allstate  2015 - Present
Allstate Financial Services, LLC   2014 - 2015
Intelligent Medical Objects  2013 - 2014
Gogo Air   2013 - 2013
Lora, Chanthadouangsy & Castellanos, LLC dba LCC LAW   2012 - 2013
University of Illinois at Chicago  2010 - 2012
University of Illinois at Chicago  2010 - 2011

Skills
Data Analysis, Microsoft Office, Microsoft Excel, Customer Service, Windows, PowerPoint, Databases, Microsoft Word, Financial Analysis, Microsoft Dynamics, Outlook, Navision, Auditing, Financial Reporting, Statistical Data..., Stata, FTP, Siterra, Leases, QuickBase, Consulting, Telecommunications, Economic Research, SPSS, Microsoft SQL Server, Networking, Access

Education
University of Illinois at Chicago   2008 — 2013
Bachelor of Science (BS), Biological Sciences

University of Illinois at Chicago   2008 — 2013
Bachelor of Arts (BA), Economics

Shauna Sutton Shauna Sutton Edmond, Oklahoma Details
Shauna Sutton's Allstate Financial Services, LLC Experience June 2012 - Present
Job Marketing and Sales Sr. Account Associate at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   June 2012 - Present
The Hartford  January 2009 - June 2012
Village Head Quarters, Inc   August 2003 - April 2011
Putnam City Schools  October 2004 - January 2009
Quality Time, LLC   October 2007 - October 2008
Creative Mind Insights, Inc.   January 2007 - March 2007

Skills
Lead Generation, Marketing Strategy, Direct Marketing, Marketing Communications, Insurance, Product Marketing, Relationship Management, Account Management, New Business Development, Process Improvement, Digital Marketing, Optimization, Customer Retention, Retention Strategies, Team Building, Employee Training, Remote Infrastructure..., Sales Process, B2B, Negotiation, Supply Chain..., Sales, Property, Customer Service, Social Media, Strategic Planning, Marketing, Time Management, Business Development, Leadership, Public Speaking, Management, Microsoft Office, Team Leadership, Event Planning, Project Management, Social Media Marketing, Public Relations, Start-ups

Education
University of Central Oklahoma   2004 — 2009
Bachelor of Business Administration (BBA), Marketing

Nicole Kim Nicole Kim Chicago, Illinois Details
Nicole Kim's Allstate Financial Services, LLC Experience August 2007 - March 2010
Job Manager at KPMG
Industry Insurance
Experience
KPMG  March 2010 - Present
Allstate Financial Services, LLC   August 2007 - March 2010
SunAmerica Financial Group  October 2005 - August 2007

Skills
Management Consulting, Business Process..., IFRS, Internal Controls, External Audit, Enterprise Risk...

Education
University of Illinois at Chicago
Master's Degree

University of Illinois at Urbana-Champaign
Bachelor of Science (BS)

Brenda Harries Petersen Brenda Harries Petersen Greater San Diego Area Details
Brenda Harries Petersen's Allstate Financial Services, LLC Experience January 2007 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   January 2007 - Present

Skills
Team Building, Strategic Planning, Fixed Annuities, Retirement Planning, Risk Management, Budgets, Investments, Sales Management, Process Improvement, Management, Insurance, Small Business, Customer Service, Life Insurance, Disability Insurance, Long-term Care

Education
University of California, Santa Cruz   1994 — 1998
Bachelor's Degree, Psychology and Education, College

University San Diego High School UNI   1990 — 1994
High School, 9-12

Venicia Lemmon Venicia Lemmon Olathe, Kansas Details
Venicia Lemmon's Allstate Financial Services, LLC Experience August 2012 - Present
Job Registered Nurse at Olathe Health System, Inc.
Industry Hospital & Health Care
Experience
Olathe Health System, Inc.   July 2014 - Present
Allstate Financial Services, LLC   August 2012 - Present
Clinical Rotation  March 2014 - May 2014
Church  September 2013 - February 2014
Clinical Rotation  September 2013 - October 2013
Clinical Rotation  August 2012 - December 2012

Skills
Cpr Certified, Healthcare, Disaster Response, EHR, Stroke, BLS, Home Care, Patient Safety, Nursing, Medication..., Vital Signs, Epic Systems, HIPAA, Nursing Care, Cerner, EMR, Interprofessional..., Simulations, Patient Education, Telemetry

Education
University of Kansas School of Medicine   2012 — 2014
Bachelor of Science (BS), Registered Nursing/Registered Nurse

University of Kansas   2011 — 2012
Bachelor of Science (B.S.), Registered Nursing/Registered Nurse

Jacqueline Beasley, MBA Jacqueline Beasley, MBA Austin, Texas Area Details
Jacqueline Beasley, MBA's Allstate Financial Services, LLC Experience January 2015 - Present
Job Exclusive Financial Specialist
Industry Financial Services
Experience
Allstate Financial Services, LLC   January 2015 - Present
Allstate Insurance  January 2008 - December 2014
Allstate  January 1986 - December 2007
Mercer Human Resource Consulting  1981 - 1982
Southern Methodist University  1977 - 1978

Skills
Insurance, Sales Management, Customer Service, Coaching, Team Building, Direct Marketing, Performance Management, Strategic Planning, Leadership Development, Process Improvement, Employee Benefits, Change Management, Business Strategy, Customer Relations, Fixed Annuities, Leadership, Life Insurance, Claim, Retirement Planning, Recruiting, Term Life Insurance, Finance, Universal Life, Whole Life, Training, Legal Liability, Customer Retention, Series 6, Public Relations, Disability Insurance, Financial Services, Long-term Care, Retirement

Education
University of North Texas   2010 — 2011
Pre work certification, Certified Financial Planning

University of Texas at Tyler   1984 — 1989
M.B.A., Marketing, 3.2

Texas A&M University-Commerce   1973 — 1976
B.A., Fashion Merchandising, Business

David Ciombor David Ciombor Columbus, Ohio Area Details
David Ciombor's Allstate Financial Services, LLC Experience August 2003 - June 2013
Job Financial Leadership Rotation Program Management Associate
Industry Higher Education
Experience
Nationwide Insurance  2014 - Present
Allstate Financial Services, LLC   August 2003 - June 2013
John Hancock Financial Services  September 2002 - August 2003
Merrill Lynch  January 1999 - August 2002

Skills
Microsoft Office, Customer Service, Marketing Strategy, Microsoft Word, Financial Analysis, Insurance, New Business Development, Strategic Planning, Business Analysis, Banking, Mutual Funds, Investments, Leadership, Analysis, Business Strategy, Strategy, Team Building, Entrepreneurship, Data Analysis

Education
The Ohio State University - The Max M. Fisher College of Business   2013 — 2015
Master of Business Administration (M.B.A.), Finance and Strategy

University of Miami   1994 — 1998
Bachelor of Science (B.S.), Marine Science and Geology

Baron Kiespert Baron Kiespert Everett, Washington Details
Baron Kiespert's Allstate Financial Services, LLC Experience June 2011 - August 2011
Job Chemical Engineer, Computer Tech
Industry Chemicals
Experience
Allstate  May 2013 - August 2013
Texas A&M University-Kingsville  August 2009 - June 2012
Allstate Financial Services, LLC   June 2011 - August 2011

Skills
Microsoft Excel, Microsoft Word, Aspen Plus, Computer Proficiency, Inorganic Chemistry, Organic Chemistry, Project Engineering, Camping, Analysis, First Aid, Biology, Calculus, Matlab

Education
Texas A&M University-Kingsville   2008 — 2014
Bachelor of Science (B.S.), Chemical Engineering

Townview Science and Engineering Magnet High School   2004 — 2007

Kate Somrak Kate Somrak Grand Junction, Colorado Area Details
Kate Somrak's Allstate Financial Services, LLC Experience August 2006 - April 2007
Job Office Manager at Somrak Concept + Structure, Inc.
Industry Construction
Experience
Yoga for the Peaceful   2014 - Present
Somrak Concept + Structure, Inc.   February 2013 - Present
Crested Butte Mountain Resort  January 2012 - February 2013
Crested Butte Mountain Resort  October 2010 - January 2012
The Club at Crested Butte  March 2008 - September 2010
Allstate Financial Services, LLC   August 2006 - April 2007
Allstate  June 2006 - August 2006

Skills
Marketing, Social Media, Event Management, Sales, Social Media Marketing, Hospitality, Marketing Strategy, Advertising, Event Planning, Yoga, Vinyasa, Leadership, Teaching

Education
Samudra Global School for Living Yoga   2014 — 2014
Certified Yoga Instructor, Yoga Teacher Training/Yoga Therapy

University of Iowa - Henry B. Tippie College of Business   2003 — 2007
Marketing, Business

Jenny Xiang Jenny Xiang Madison, Wisconsin Details
Jenny Xiang's Allstate Financial Services, LLC Experience May 2015 - August 2015
Job Asset Liability Management Intern at Allstate Financial Services, LLC
Industry Insurance
Experience
Greater University Tutoring Service  June 2013 - Present
Allstate Financial Services, LLC   May 2015 - August 2015
Office of Admissions  September 2012 - May 2013

Skills
Microsoft Excel, Time Management, Databases, Tutoring, Statistics, Data Analysis, Actuarial Science, Mandarin, Teamwork

Education
University of Wisconsin-Madison   2012 — 2016
Actuarial Science

University College Dublin   2015 — 2015
Business Administration and Management, General

Don-Toine Nguyen Don-Toine Nguyen Houston, Texas Details
Don-Toine Nguyen's Allstate Financial Services, LLC Experience February 2002 - February 2006
Job Financial Professional
Industry Financial Services
Experience
Financial Professional  2010 - Present
State Farm Vp Management Corp   July 2011 - June 2013
Theology   February 2006 - February 2010
Allstate Financial Services, LLC   February 2002 - February 2006
Vina Pre-owned Car Dealer   June 1990 - October 1996

Skills
F&I Auto Financing, Banking, Investments, Mutual Funds, Asset Allocation, Strategic Financial..., Retirement, Auto & Home Insurance, Financial Advisory, Life Insurance, Equities, Retirement Planning, Asset Management, Health Insurance, Auto Refinancing, Fixed Annuities, IRAs, Disability Insurance, Financial Planning, Sales, Team Building, Negotiation, Sales Management, Customer Service, Customer Retention

Education
University of Houston, C.T. Bauer College of Business   1996 — 2000
Bachelor of Business Administration (BBA), Marketing & Management

University of North Texas   1997 — 1998
Design and Visual Communications, General

Eve Bruce Eve Bruce Longmont, Colorado Details
Eve Bruce's Allstate Financial Services, LLC Experience July 1980 - June 2009
Job Owner/Manager at Express it Mail Center
Industry Retail
Experience
Express it Mail Center   November 2009 - Present
Express it Mail Center   November 2009 - Present
Express it Mail Center   November 2009 - Present
Allstate Financial Services, LLC   July 1980 - June 2009

Skills
Customer Service, Sales, Marketing, Small Business, Retail, Marketing Strategy, Team Building

Education
University of Delaware   1972 — 1976
Bachelor's Degree, Business Administration and Management, General

Thomas Osborn Thomas Osborn Greater Seattle Area Details
Thomas Osborn's Allstate Financial Services, LLC Experience September 2014 - Present
Job
Industry Computer Software
Experience
Faithlife  May 2015 - Present
Allstate Financial Services, LLC   September 2014 - Present
Vera Whole Health  March 2014 - May 2014
Slalom Consulting  February 2013 - February 2014
JP Morgan Chase  September 2010 - January 2013
JPMorgan Chase  November 2008 - November 2009
JP Morgan Chase  March 2008 - November 2009
WaMu  December 2006 - March 2008
WaMu  September 2004 - December 2006
WaMu  2005 - 2006

Skills
Program Management, Operations Management, Start-ups, Sales Management, Integration, Business Process, Process Improvement, Business Strategy, Process Engineering, Product Management, Mergers, Strategy Development, Vendor Management, Management Consulting, Business Process..., PMO, Competitive Analysis, Outsourcing, Six Sigma, Cross-functional Team..., Operational Excellence, Business Transformation, Leadership, Strategy, Management, Mergers & Acquisitions, Change Management, Business Planning, Risk Management, Project Portfolio..., Business Development, Project Management, Business Intelligence, Analytics, Strategic Planning, Enterprise Software, Project Planning, Banking, Governance, Portfolio Management

Education
University of Illinois   1997 — 1999
MBA

University of Illinois   1990 — 1997
BS

Sterling High School   1986 — 1990

Justin L. Olsen Justin L. Olsen Las Vegas, Nevada Area Details
Justin L. Olsen's Allstate Financial Services, LLC Experience October 2014 - Present
Job Agency Consultant at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   October 2014 - Present
AAA - The Auto Club Group  April 2014 - October 2014
The Olsen Capital Group   October 2008 - April 2014
New York Life Insurance Company  August 2007 - October 2008
SML Capital   September 2004 - August 2007

Skills
Insurance, Retirement Planning, Annuities, Long Term Care, Estate Planning, Health Insurance, Term Life Insurance, Universal Life, Whole Life, Disability Insurance, Employee Benefits, Business Planning, Retirement, Wealth Preservation, Wealth Transfer Planning, Fixed Annuities, Financial Services, Wealth Management

Education
University of Nevada-Las Vegas - College of Business
Finance, Finance, General

Jesse Pineiro Jesse Pineiro Melbourne, Florida Details
Jesse Pineiro's Allstate Financial Services, LLC Experience November 2013 - Present
Job Agency Owner at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC   November 2013 - Present
State Farm  November 2009 - September 2013

Skills
Commercial Insurance, Microsoft Office, Insurance, Property & Casualty..., Legal Liability, Life Insurance, Term Life Insurance, Outlook, Long-term Care, Disability Insurance, General Insurance, Liability, Risk Management, Umbrella Insurance, Casualty, Homeowners, Universal Life, Professional Liability, Whole Life, Renters, Marine Insurance, Commercial Lines, Workers Compensation, Inland Marine, Long Term Care Insurance, Financial Risk, Fixed Annuities, Flood Insurance, Underwriting, Licensed Property, Motorcycle, Accident, Critical Illness, Claims Handling, Property Claims, Retirement, Retirement Planning, Property Damage, Key Person Insurance, Personal Lines Auto, Employee Benefits, Financial Services, Health Insurance, Permanent Life Insurance, Casualty Insurance, Sales, Claim, Team Building, Strategic Planning, Claims Management

Education
University of Miami   2002 — 2004
Associate's Degree, Diagnostic Medical Sonography/Sonographer and Ultrasound Technician

Emily Kendall Emily Kendall Tyler, Texas Area Details
Emily Kendall's Allstate Financial Services, LLC Experience August 2015 - Present
Job Agent at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC   August 2015 - Present

Skills
Leadership, Life Insurance, Retirement Planning, Asset Protection, Customer Satisfaction, Wealth Preservation..., Personal Finance

Education
Stephen F. Austin State University   2008 — 2012
Bachelor of Business Administration (B.B.A.), Hospitality Administration/Management

TJ Sobczak TJ Sobczak Greater Chicago Area Details
TJ Sobczak's Allstate Financial Services, LLC Experience June 2013 - May 2014
Job Business and Litigation Consultant at The Kenrich Group LLC
Industry Legal Services
Experience
The Kenrich Group LLC  May 2014 - Present
Allstate Financial Services, LLC   June 2013 - May 2014
Sears Holdings Corporation  May 2012 - July 2012
Champro Sports  May 2011 - August 2011
Champro Sports  May 2010 - August 2010

Skills
Microsoft Excel, Data Analysis, Financial Analysis, Finance, Accounting, Auditing, Internal Audit, PowerPoint, Microsoft Word, Leadership, Teamwork, Social Media, Customer Service

Education
University of Illinois at Urbana-Champaign - College of Business   2009 — 2013
Bachelor of Science (B.S.), Finance

Doris Hamilton Doris Hamilton Knoxville, Tennessee Area Details
Doris Hamilton's Allstate Financial Services, LLC Experience 1995 - 1997
Job Insurance Professional
Industry Insurance
Experience
Envisage  July 1997 - Present
Self-employed  July 2009 - 2014
Financial Resource Center   March 1995 - July 1997
Allstate Financial Services, LLC   1995 - 1997
Aetna  January 1990 - March 1995
St. Paul Insurance Companies  1988 - 1990
Ordway-Saunders Company   1985 - 1988

Skills
Disability Insurance, Underwriting, Insurance, Fixed Annuities, Licensed Life & Health..., Risk Management, Property & Casualty..., Employee Benefits, Training, Retirement Income..., Life Insurance, Business Continuity..., Long Term Care Insurance, Retirement Planning, Personal Risk Management, Business Insurance, College Funding..., Professional Liability, Equity Indexed Annuities, Umbrella Insurance, Business Interruption, Financial Risk, Commercial Insurance, Homeowners Insurance, Publications, Editing, New Business Development, Social Media, Financial, Publishing, Liability, Digital Media, Digital Media Services, Digital Media..., Leadership, Social Media Marketing, Licensed Property &..., Key Person Insurance, Customer Service, Licensing, Directors & Officers..., Health Insurance, Licensed to Sell..., Microsoft Office, iWork, Account Management, Employee Training, Marketing, Public Speaking, Medicare Supplements

Education
The American College   1998 — 1999
under graduate, Business Insurance

Dana Kelly-Franks Dana Kelly-Franks Saint Louis, Missouri Details
Dana Kelly-Franks's Allstate Financial Services, LLC Experience
Job Agency Owner at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC  

Skills
Customer Service, Disability Insurance, Fixed Annuities, Insurance, Leadership, Life Insurance, Retirement Planning

Education
University of Missouri-Saint Louis   1996 — 2001

Kelly Spicer Kelly Spicer Winterville, North Carolina Details
Kelly Spicer's Allstate Financial Services, LLC Experience May 2014 - Present
Job Insurance & Financial Consultant
Industry Insurance
Experience
Allstate Financial Services, LLC   May 2014 - Present
Eastern NC Insurance Consultants, Inc.   January 2011 - Present
State Farm  December 2003 - March 2014

Skills
Property & Casualty..., Life Insurance, Customer Service, Health Insurance, Insurance, Term Life Insurance, Umbrella Insurance, Long-term Care, Fixed Annuities, General Insurance, Homeowners, Disability Insurance, Whole Life, Sales, Commercial Insurance

Education
Mount Olive College   2003 — 2008
Management & Organizational Development, Management and Organizational Development

Robert Steiner Robert Steiner Greater New York City Area Details
Robert Steiner's Allstate Financial Services, LLC Experience 2014 - Present
Job Exclusive Financial SpecialistAllstate Financial Services
Industry Financial Services
Experience
Allstate Financial Services, LLC   2014 - Present
JPMorgan Chase  August 2011 - December 2013
New England Financial  April 2009 - August 2011
Merrill Lynch  2008 - 2009
NYSE  1995 - 2008
Banc of America Securities  1986 - 2008
Montgomery Securities  1986 - 2008

Skills
Series 7, Equities, LUTCF, Investments, Securities, Series 63, Trading, Hedge Funds, FINRA, Options, Fixed Income, Disability Insurance, Finance, Equity Trading, Capital Markets, Retirement Planning

Education
The American College   2009 — 2011
LUTCF

Southampton College/L.I.U.   1975 — 1979
Bachelor of Science (BS), Marine Biology and Biological Oceanography

Heath Port Heath Port Greater Denver Area Details
Heath Port's Allstate Financial Services, LLC Experience June 2003 - January 2005
Job Aligning people and organizations toward a common vision.
Industry Hospital & Health Care
Experience
Environmental Learning for Kids  May 2014 - Present
Catholic Health Initiatives  February 2013 - Present
Newmont Mining Corporation  November 2011 - October 2012
Health Care Service Corporation  June 2010 - July 2011
Health Care Service Corporation  September 2008 - June 2010
Health Care Service Corporation  November 2007 - September 2008
Health Care Service Corporation  October 2006 - November 2007
Health Care Service Corporation  September 2005 - October 2006
Allstate Insurance Company  January 2005 - August 2005
Allstate Financial Services, LLC   June 2003 - January 2005

Skills
Cross-functional Team..., Leadership, Strategic Planning, Strategy, Business Strategy, Healthcare Industry, Digital Health, Change Management, IT Strategy, Competitive Analysis, Project Management, Business Process..., Program Management, Management, Building Relationships, Consulting, Strategic Communications, Competitive Intelligence, Strategic Thinking, Process Management, Business Process, Vendor Relationships, Contract Negotiation, Process Design, Organizational..., Analytics, Vendor Management, Exceptional Verbal..., Strategy Execution, Training, Project Planning, Internal Marketing, Workshop Facilitation, Performance Management, Outstanding Written..., Emotional Intelligence, Incentive Alignment

Education
University of Illinois at Urbana-Champaign - College of Business   2001 — 2003
MBA, Information Technology, Marketing

Truman State University   1994 — 1998
Bachelor's Degree, Agricultural Science, Biology, Psychology

Sabrina Mason Sabrina Mason Lansing, Illinois Details
Sabrina Mason's Allstate Financial Services, LLC Experience June 2011 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   June 2011 - Present
Allstate Insurance  December 2010 - June 2011
Fifth Third Securities  November 2009 - November 2010
Citi  September 1994 - November 2009

Skills
Retirement Planning, Series 63, Mutual Funds, Wealth Management, Fixed Annuities, Retirement, Securities, Investments, Strategic Financial..., Financial Advisory, Life Insurance, Investment Advisory, Estate Planning, 401k, Insurance, FINRA, Financial Services, Disability Insurance, Financial Planners, 401k Rollovers, IRAs, Long-term Care, Series 65, Term Life Insurance, Variable Annuities, Finance, 529 Plans, Whole Life, Income Protection, Universal Life, Series 7, Series 6, Uniform Combined State..., Long Term Care Insurance

Education
University of Illinois at Urbana-Champaign   1986 — 1991
Bachelor of Arts (B.A.), Economics

Kelly Faust Kelly Faust Mount Washington, Kentucky Details
Kelly Faust's Allstate Financial Services, LLC Experience November 2013 - Present
Job Insurance Agent at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   November 2013 - Present
Time Warner Cable  November 2012 - September 2013
Insight  September 2010 - November 2012

Skills
Sales, Customer Service, Problem Solving, Telemarketing, Networking, Report Writing, Property & Casualty..., Account Management, Insurance, Call Centers, Access, Customer Satisfaction, Direct Sales, Management, Training

Education
Sullivan University   2006 — 2008
no degree, Hospitality/Culinary

Bullitt Central High School   1998 — 2001
Diploma

David Hull David Hull Greater New York City Area Details
David Hull's Allstate Financial Services, LLC Experience February 2014 - Present
Job Financial Sales Consultant Long Island & Queens NY Territory at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   February 2014 - Present
Economic Planning Group   June 2004 - January 2014
Career Brokerage   June 1994 - December 2002

Skills
Retirement Planning, 401K Plans, College Savings Plans, IRAs, Mutual Funds, Life Insurance, Disability Insurance, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Estate Planning, Executive Benefit..., Voluntary Employee..., Retirement

Education
United States Military Academy at West Point   1977 — 1981
BS, Management

United States Military Academy at West Point

Timothy Carter Timothy Carter West Des Moines, Iowa Details
Timothy Carter's Allstate Financial Services, LLC Experience June 2004 - June 2005
Job Marketing Product Manager
Industry Financial Services
Experience
Athene USA  August 2014 - Present
Athene Annuity & Life Assurance Company  July 2005 - August 2014
Allstate Financial Services, LLC   June 2004 - June 2005
Gilbert Consulting Group, LLC   January 2003 - June 2004
Transamerica Insurance and Investment Group   January 2000 - January 2003
Business Mens Assurance Company of America   January 1995 - January 2000
Gilbert Magill Companies, Inc   March 1995 - December 1995
Crown Financial Group, LLC   January 1993 - January 1995

Skills
Insurance, Financial Services, Sales Management, Leadership, Risk Assessment, Financial Analysis, Life Insurance, Fixed Annuities, Management, Financial Planning, Sales, Marketing, Strategy, Strategic Planning, Risk Management

Education
University of Central Missouri   1987 — 1989
Bachelor of Science in Business Adminstration, Finance Major

Ben Navarro, Jr. Ben Navarro, Jr. Montclair, California Details
Ben Navarro, Jr.'s Allstate Financial Services, LLC Experience June 2014 - Present
Job Personal Financial Representative, Allstate Financial Services, LLC.
Industry Financial Services
Experience
Allstate Financial Services, LLC   June 2014 - Present

Education
University of California, Irvine   1985 — 1988
Bachelor of Arts (B.A.), Psychology, Economics (Minor)

Arturo Vazquez, CST Arturo Vazquez, CST El Paso, Texas Area Details
Arturo Vazquez, CST's Allstate Financial Services, LLC Experience July 2013 - September 2014
Job Certified Surgical Technologist
Industry Hospital & Health Care
Experience
Surgical Technology Clinicals   June 2014 - Present
Allstate Financial Services, LLC   July 2013 - September 2014
NYLIFE Securities LLC  August 2008 - July 2013
Dish Network  1999 - 2008
AT&T  1990 - 1999

Education
EPCC   2013 — 2015
Associates of Applied Science - Surgical Technology, Surgical Technology/Technologist

The University of Texas at El Paso   1987 — 1993

Ed Lucio Ed Lucio San Antonio, Texas Details
Ed Lucio's Allstate Financial Services, LLC Experience May 2013 - Present
Job Personal Financial Specialist at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   May 2013 - Present
Judson ISD  June 2010 - December 2011

Skills
Insurance, Retirement Planning, Wealth Management, Life Insurance, Employee Benefits, Fixed Annuities

Education
Texas A&M International University   2007 — 2009
Master's degree, Counseling Psychology

David Gasper David Gasper United States Details
David Gasper's Allstate Financial Services, LLC Experience 2001 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   2001 - Present

Skills
Sales, Leadership, Management, Training, Microsoft Excel, Recruiting, Microsoft Office, Microsoft Word, PowerPoint, Research

Education
Towson Univer

Towson University
Bachelor of Science (BS), Accounting

Carrie Pickering Carrie Pickering Shawnee, Kansas Details
Carrie Pickering's Allstate Financial Services, LLC Experience January 2008 - Present
Job Sales instructor at Allstate
Industry Financial Services
Experience
Allstate  December 2014 - Present
Allstate Financial Services, LLC   January 2008 - Present
Nautica  August 2004 - January 2008
Eddie Bauer  August 2003 - August 2004

Skills
Insurance, Customer-focused Service

Education
The University of Kansas   1997 — 2000

Shawnee Mission South High School   1993 — 1997
Diploma

Clem Repsher, CLU, CASL, CFP Clem Repsher, CLU, CASL, CFP Newtown, Pennsylvania Details
Clem Repsher, CLU, CASL, CFP's Allstate Financial Services, LLC Experience November 2011 - June 2013
Job Director, Business Development & Client Planning Strategies at Calle Financial Network, LLC
Industry Financial Services
Experience
Calle Financial Network, LLC   2013 - Present
Allstate Financial Services, LLC   November 2011 - June 2013
Northwestern Mutual  April 2001 - October 2011

Skills
Retirement Planning, Investments, Financial Advisory, Business Development, Wealth Management, Strategic Financial..., Estate Planning

Education
Certified Financial Planner Board of Standards   2006 — 2007
Certified Financial Planner, Financial Planning and Services

The American College   2006 — 2007
Chartered Advisor for Senior Living

The American College   2001 — 2004
Chartered Life Underwriter

Julie Gale Julie Gale Reno, Nevada Area Details
Julie Gale's Allstate Financial Services, LLC Experience September 2012 - March 2014
Job Assistant Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  April 2014 - Present
Allstate Financial Services, LLC   September 2012 - March 2014
Mutual of Omaha Bank  October 2010 - August 2012

Skills
Retirement Planning, Life Insurance, Mutual Funds, IRAs, Series 7, Insurance, Disability Insurance, Investments, Series 66, Long Term Care Insurance, Wealth Management

Education
University of Nevada-Reno

Kevin Fahey Kevin Fahey Greater Philadelphia Area Details
Kevin Fahey's Allstate Financial Services, LLC Experience October 1992 - August 2006
Job Producer at Lyons Companies
Industry Financial Services
Experience
GWN Securities, Inc.   June 2009 - Present
Lyons Companies  August 2006 - Present
Allstate Financial Services, LLC   October 1992 - August 2006
Sun Financial Group  January 1982 - September 1992
Sun Life of Canada  1982 - 1991

Education
University of Delaware   1972 — 1977
Bachelor of Science (BS), American History (United States)

Salesianum School   1968 — 1972

SCOTT WIECZOREK SCOTT WIECZOREK Greater Omaha Area Details
SCOTT WIECZOREK's Allstate Financial Services, LLC Experience March 2015 - Present
Job Financial Representative at Allstate Financial Services, LLC
Industry Banking
Experience
Allstate Financial Services, LLC   March 2015 - Present
AMERICAN NATIONAL BANK/SECURITIES AMERICA   November 2008 - July 2014

Skills
Investments, Relationship Management, Insurance, Portfolio Management, Financial Analysis, Financial Risk, Trusted Advisor, Long-term Care, Life Insurance, Retirement Plan..., Retirement Planning, 401k Rollovers, Sales Presentations, Wealth, Strategic Financial..., Securities, Finance, Banking, Financial Advisory, Financial Services

Education
University of Nebraska at Omaha   1983 — 1988
B.S., COMMUNICATION

Derrick A Laughlin Derrick A Laughlin Greater Denver Area Details
Derrick A Laughlin's Allstate Financial Services, LLC Experience March 2000 - 2008
Job Former Owner, AIA of Denver, The Laughlin Agency
Industry Insurance
Experience
AIA of Denver, The Laughlin Agency   April 1997 - October 2012
Allstate Financial Services LLC  March 2000 - 2008
Allstate Insurance Company  January 1987 - January 1997
Lincoln Trust Company of Denver   January 1986 - January 1987

Skills
Operations Management, Process Management, Customer Relations, Risk Management..., Event Planning and..., Branding Development..., Public Relations, Inside and Outside Sales, Territory Management, Financial Services..., Multimedia &..., Niche/Target Marketing..., Consultative Sales..., Consultative Sales..., Mediation and..., Strategic Planning, Strategy, Customer Service, Marketing Strategy, Program Management

Education
University of Colorado at Boulder   1982 — 1986
Bachelor of Science (BS), Geology and Economics

American Education Institute   1994 — 2012
Associates in Risk Management Disciplines, Risk Management, Enterprise Risk Management, Private, Public and Non-Profit

Heather Dougherty Heather Dougherty New York, New York Details
Heather Dougherty's Allstate Financial Services, LLC Experience May 2013 - Present
Job Regional Financial Sales Leader at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC   May 2013 - Present
Allstate Insurance  June 2010 - June 2013
PNC  July 2004 - December 2007

Skills
Fixed Annuities, Series 63, Insurance, Mutual Funds, Series 7, Life Insurance, Term Life Insurance, Retirement, Investments, Chartered Life..., Financial Services, Financial Planners, Retirement Planning, Estate Planning, Series 6, Health Insurance, IRAs, Variable Annuities, Employee Benefits

Education
The American College   2010 — 2012
Chartered Life Underwriter (CLU)

University of Louisville   2000 — 2002
Masters of Business Administration, Finance

West Virginia University   1995 — 1997
MPA, Public Administration

West Virginia University   1991 — 1995
BA, Sociology

Gene Exerjian Gene Exerjian San Diego, California Details
Gene Exerjian's Allstate Financial Services, LLC Experience August 2014 - August 2015
Job Financial Advisor Attorney At Law
Industry Financial Services
Experience
Sterling Wealth Strategies & Insurance Services   August 2015 - Present
Eugene Gonzalez-Exerjian, Attorney At Law   1999 - Present
Allstate Financial Services, LLC   August 2014 - August 2015
AIG Direct  October 2012 - March 2014
Office of the District Attorney, County of San Diego   1996 - 1999

Skills
Term Life Insurance, Universal Life, Whole Life, Mutual Funds, Fixed Annuities, Variable Annuities, Variable Life, Indexed Annuities, Financial Services, Retirement Savings, IRAs

Education
University of San Diego, Compass Family Center
Special Education Advocacy Certificate, Special Education Advocacy Training Program

Thomas Jefferson School of Law
Juris Doctor, Legal Studies with International Legal Process Certificate

Universidad Anahuac del Sur, Mexico
Mexican Law Certificate, Mexican Law

National University, San Diego, California
Bachelor Business Administration, Business Administration

Tony Soto Tony Soto El Paso, Texas Details
Tony Soto's Allstate Financial Services, LLC Experience December 2011 - July 2013
Job Financial Services Representative / Investment Advisor Representative at Metlife Resources
Industry Financial Services
Experience
Metlife Resources  July 2013 - Present
Allstate Financial Services, LLC   December 2011 - July 2013
Merrill Lynch  November 2010 - January 2012
Homecomings Financial  September 2004 - September 2008
Hilti  1994 - 2003

Skills
Strategy, Leadership, Customer Service, Management, Sales, Team Building, Strategic Planning, Investments, Financial Services, Marketing, Finance

Education
The University of Texas at El Paso   1979 — 1982
Business, Business

El Paso High School   1974 — 1978
Gen, Math

Steve Melo Steve Melo Greater Boston Area Details
Steve Melo's Allstate Financial Services, LLC Experience June 2014 - May 2015
Job Sales Agent at SBLI of Massachusetts
Industry Financial Services
Experience
SBLI of Massachusetts  June 2015 - Present
Allstate Financial Services, LLC   June 2014 - May 2015
New York Life Insurance Company  June 2010 - May 2014
NewStar Financial, Inc.   September 2004 - September 2009
Fleet Bank  June 2003 - August 2004
Bank of Boston  1993 - 2004
FleetBoston Financial  May 2000 - June 2003
BankBoston NA Boston Mass   1994 - 2000

Skills
Credit, Credit Analysis, Loans

Education
University of Massachusetts Boston   1988 — 1991
Bachelor of Science, Finance

William P. (Bill) Fink William P. (Bill) Fink Edmond, Oklahoma Details
William P. (Bill) Fink's Allstate Financial Services, LLC Experience April 2008 - Present
Job Financial Sales Consultant at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   April 2008 - Present
RG Insurance Services, Inc.   January 2005 - June 2007
Farmers Insurance District 29   July 2002 - January 2005
Independent Financial Professional   July 1994 - July 2002

Education
Forbes School of Business - Ashford University   2012 — 2014
Bachelor's Degree, Family and Consumer Finance

The University of Texas at Arlington   1985 — 1988
Business

Tarrant County College   1979 — 1981
Business

Richland High School

Brian Deja Brian Deja Dallas/Fort Worth Area Details
Brian Deja's Allstate Financial Services, LLC Experience May 2014 - February 2015
Job Financial Services Education Consultant at Allstate Life and Retirement
Industry Financial Services
Experience
Allstate Life and Retirement   March 2015 - Present
Allstate Financial Services, LLC   May 2014 - February 2015
Allstate Insurance Agency  February 2013 - May 2014
Emery Federal Credit Union  May 2012 - October 2013
Morgan Stanley Private Bank, NA  September 2010 - April 2012
The Deja Insurance Agency   January 2008 - August 2010
New Century Mortgage  January 2004 - April 2007
NovaStar Mortgage  December 1998 - January 2004

Skills
Credit, Home, Underwriting, Loans, Mortgage Lending, Mortgage Banking, Reverse Mortgages, FHA financing, Real Estate Transactions, Refinance, Residential Mortgages, Loan Origination, Investment Properties, Financial Services

Education
Chicago Board of Trade   1985 — 1985
Commodities and Hedging

Maine South High School

University of Illinois at Chicago
Bachelor of Science, Management

Derek Alexander, CRPC® Derek Alexander, CRPC® Kansas City, Missouri Area Details
Derek Alexander, CRPC®'s Allstate Financial Services, LLC Experience January 2014 - Present
Job Sales Vice President at Capitas Financial
Industry Insurance
Experience
Capitas Financial  August 2015 - Present
Allstate Financial Services, LLC   January 2014 - Present
Trinity Planning Group   May 2013 - January 2014
Protective Life  March 2012 - April 2013
Hartford Life Insurance Company  January 2006 - March 2012
CitiStreet Financial Services   September 1995 - December 2005
Lincoln National Life Insurance  April 1994 - September 1995
National Life Insurance Company  April 1993 - April 1994
Capital Plus Financial Services, Inc   January 1992 - April 1993

Skills
Life Insurance, Insurance, Fixed Annuities, Estate Planning, Investments, Retirement, Retirement Planning, Long-term Care, Employee Benefits, Wealth, Series 6, Financial Services, Customer Service, Series 63, Small Business, Series 7, Wealth Management, Finance, Securities, Investment Strategies, 401k, Disability Insurance, Term Life Insurance, Variable Annuities, Financial Planners, Long Term Care Insurance, Asset Allocation, Uniform Combined State..., 401k Rollovers, Sales Process, Health Insurance, IRAs, Mutual Funds, Financial Advisory, Underwriting, FINRA, Investment Advisory, Public Speaking, Positioning, Financial Planning

Education
College for Financial Planning   2001 — 2002
Chartered Retirement Planning Counselor, Chartered Retirement Planning Counselor

University of Missouri-Columbia   1983 — 1985
Political Science and Economics

Maple Woods Community College   1980 — 1983
Associate of Arts, Economics

Winnetonka High School   1977 — 1980
High School

Nancy Vala Nancy Vala Lincoln, Nebraska Details
Nancy Vala's Allstate Financial Services, LLC Experience May 2009 - May 2011
Job Service Specialist at Allstate
Industry Insurance
Experience
Allstate  May 2011 - Present
Allstate Financial Services, LLC   May 2009 - May 2011

Skills
Life Insurance, Insurance, Customer Service, Call Centers

Education
University of Nebraska Medical Center   1975 — 1976
Bachelor's Degree, Medical Technology, 3.8

University of Nebraska-Lincoln   1972 — 1975
Medical Technology

Fotine Kallas Fotine Kallas Des Plaines, Illinois Details
Fotine Kallas's Allstate Financial Services, LLC Experience August 2010 - March 2011
Job Electronic Services Assistant at Wintrust Financial.
Industry Banking
Experience
Wintrust Financial  January 2014 - Present
The Private Bank And Trust Company  April 2011 - December 2013
Allstate Financial Services, LLC   August 2010 - March 2011
Oxford Bank & Trust  September 2007 - November 2008

Skills
Customer Service, Customer Satisfaction, Banking, Retail Banking, Microsoft Word, Windows, Teller Operations, Credit, Consumer Lending, Deposits, Bank Secrecy Act, Internet Banking, Financial Institutions, Relationship Management, Cross Selling, Community Banking, OFAC, Personal Banking, Financial Services, Commercial Banking, Commercial Lending, Credit Analysis, Lines Of Credit, Small Business Lending

Education
Triton College   1997 — 1998
General Studies

Elmwood Park High School   1993 — 1997

Blake Fredrickson Blake Fredrickson Northbrook, Illinois Details
Blake Fredrickson's Allstate Financial Services, LLC Experience February 2014 - Present
Job Actuarial Technician at Allstate Financial
Industry Financial Services
Experience
Allstate Financial Services, LLC   February 2014 - Present
Allstate Financial  May 2013 - August 2013

Skills
Actuarial Science, Life Insurance, MoSes, Microsoft Excel, Microsoft Access

Education
University of Nebraska-Lincoln   2009 — 2013
Bachelor of Science (BS), Actuarial Science

George Mautz George Mautz Warrenton, Virginia Details
George Mautz's Allstate Financial Services, LLC Experience December 2008 - Present
Job Owner The Mautz Agency, LLC, Insurance and Financial Services
Industry Insurance
Experience
Allstate Financial Services, LLC   December 2008 - Present
United States Marine Corps  February 1991 - May 1999

Skills
Property & Casualty..., Life Insurance, Underwriting, Fixed Annuities, Insurance, Retirement Planning, Mutual Funds, Investments, Relationship Management, Term Life Insurance, Risk Management, Disability Insurance, Strategic Financial..., Retirement

Education
Syracuse University - Martin J. Whitman School of Management   1986 — 1990
Bachelors of Science, Operations Management

Alex Rozenberg Alex Rozenberg Deerfield, Illinois Details
Alex Rozenberg's Allstate Financial Services, LLC Experience March 2005 - March 2006
Job Sr. Director, Financial Planning and Analysis at ADP
Industry Information Technology and Services
Experience
ADP  June 2015 - Present
ADP  April 2014 - June 2015
ADP  November 2009 - March 2014
Fenwal, Inc., a Fresenius Kabi Company   January 2008 - November 2009
ADP  March 2006 - January 2008
Allstate Financial Services, LLC   March 2005 - March 2006
Deloitte  September 2003 - February 2005

Education
University of Illinois at Urbana-Champaign   2000 — 2002
Bachelor of Science (BS), Finance

Alan Walters Alan Walters Washington D.C. Metro Area Details
Alan Walters's Allstate Financial Services, LLC Experience May 2013 - August 2013
Job Standards Analyst at GEICO
Industry Insurance
Experience
GEICO  2014 - Present
Bartlett Little League   March 2006 - Present
University of Illinois at Urbana-Champaign  September 2012 - December 2013
University of Illinois at Urbana-Champaign  August 2012 - December 2013
Allstate Financial Services, LLC   May 2013 - August 2013

Skills
Actuarial Science, Microsoft Office, Microsoft Excel, Indexed Annuities, MoSes, Access, R, VBA, SQL, Communication, Leadership, Insurance

Education
University of Illinois at Urbana-Champaign   2010 — 2013
Bachelor of Science (B.S.), Actuarial Science

South Elgin High School   2006 — 2010

Chris Arrowsmith Chris Arrowsmith Dallas/Fort Worth Area Details
Chris Arrowsmith's Allstate Financial Services, LLC Experience January 2011 - July 2012
Job Portfolio Advisory Services at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  June 2014 - Present
Nationwide Financial  July 2012 - June 2014
Allstate Financial Services, LLC   January 2011 - July 2012
Thrivent Financial for Lutherans  July 2007 - November 2010
Bariatric Surgery Center of Dallas/ Vista Hospitals   November 2002 - January 2007

Skills
Series 7, Series 66, Brokerage, Mutual Funds, Annuities, Retirement, Life and Health, Uniform Combined State..., Fixed Annuities, Estate Planning, Term Life Insurance, Life Insurance, Small Business, Finance, Financial Services, Wealth Management, Employee Benefits, Strategic Financial..., IRAs, Insurance, Investments, Long-term Care, Investment Strategies

Education
Temple University   1987 — 1990
Sports Medicine, Biomechanics, Kinesiology

Scott Rainwater Scott Rainwater Greater San Diego Area Details
Scott Rainwater's Allstate Financial Services, LLC Experience 2010 - Present
Job Personal Financial Representative
Industry Financial Services
Experience
Allstate Financial Services, LLC   2010 - Present
Union Bank  2008 - 2010
Union Bank  2003 - 2008
Western Capital   2002 - 2003

Education
University of Colorado Boulder   1989 — 1993
Bachelor, International Affairs

Heritage High School

Alex Barnwell Alex Barnwell Knoxville, Tennessee Area Details
Alex Barnwell's Allstate Financial Services, LLC Experience April 2007 - March 2008
Job Agency Owner Barnwell Insurance
Industry Insurance
Experience
Horace Mann  June 2012 - Present
Barnwell Insurance / Dream Achievement Consulting Group, LLC   November 2009 - Present
Send Out Cards  June 2010 - November 2013
Traeger Grills  2010 - August 2012
Bankers Life & Casualty  June 2009 - November 2009
Farmers Insurance  February 2009 - June 2009
Profit Plans, LLC   March 2008 - February 2009
Profit Plans, LLC   March 2008 - February 2009
Allstate Financial Services, LLC   April 2007 - March 2008
Prudential Financial  March 2006 - April 2007

Skills
Tennesse Consolidated..., Retirement Income..., Retirement Forecasting, Property & Casualty..., Educator Benefits, Multi-generational..., Tax Diversified Savings, Discriminatory Benefit..., Retirement, Tax, Forecasting, Savings, Recruiting, Investments, Employee Benefits, Finance, Term Life Insurance, Fixed Annuities, Wealth Management, Sales Management, Life Insurance, Time Management, Sales, Insurance, Sales Presentations, Retail, Retirement Planning, Training, Long-term Care, Financial Advisory, Wealth, 401k, Small Business, Disability Insurance, Series 6, Personal Finance, Strategic Financial..., Financial Services, Mutual Funds, Long Term Care Insurance, IRAs, Estate Planning, Management, Underwriting, Financial Planners, Business Planning, Portfolio Management, Whole Life, Medicare, Consulting

Education
The American College   1986 — 2009
ChFC, CLU, CASL, CLF, LUTCF, Financial Services

Western Carolina University   1980 — 1984
BS, Sports Management

McDowell High School   1978 — 1980
Deploma, College Prep

McDowell High School   1978 — 1980

Jeff Griggs Jeff Griggs Fort Wayne, Indiana Area Details
Jeff Griggs's Allstate Financial Services, LLC Experience July 2003 - Present
Job Personal Financial Representative at Allstate Financial Services LLC
Industry Accounting
Experience
Allstate Financial Services LLC  July 2003 - Present
SCAN (Stop Child Abuse & Neglect)   1992 - Present
Griggs CPA Firm   August 1991 - Present
Shearson Lehman Brothers (American Express)   June 1984 - June 1987
Ernst & Young  1981 - 1984

Skills
Accounting, Payroll, Strategic Financial...

Education
The Ohio State University - The Max M. Fisher College of Business   1975 — 1979
Bachelor of Science, Accounting

IUPU - Fort Wayne   1977 — 1977

David Gasper David Gasper Baltimore, Maryland Area Details
David Gasper's Allstate Financial Services, LLC Experience April 2003 - Present
Job Personal Financial Represenative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   April 2003 - Present

Education
Loyola High school

Towson University

Peter Bacchiocchi Peter Bacchiocchi Greater Boston Area Details
Peter Bacchiocchi's Allstate Financial Services, LLC Experience November 2014 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC   November 2014 - Present
Investors Capital Corporation  October 2013 - October 2014
Worcester Pride   2012 - 2014
MetLife Financial Group of Mass   September 2010 - July 2013
MetLife  October 2007 - September 2010
Baystate Financial Services  October 2004 - May 2006
The Patriot Financial Group  January 1999 - October 2004

Skills
Recruiting, Training, Sales, Insurance, Disability Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Health Insurance, Term Life Insurance, Retirement, Employee Benefits, Long-term Care, Investments, Mutual Funds

Education
Worcester State College   1981 — 1983
MS, Human Services Management

University of Massachusetts, Amherst   1972 — 1976
Human Development, Elementary Education

Kemi Akinyemi, FSA, MAAA Kemi Akinyemi, FSA, MAAA Greater Chicago Area Details
Kemi Akinyemi, FSA, MAAA's Allstate Financial Services, LLC Experience June 2004 - July 2005
Job Actuarial Consultant at Risk & Regulatory Consulting
Industry Financial Services
Experience
Risk & Regulatory Consulting  January 2015 - Present
Grant Thornton LLP  September 2013 - 2014
Deloitte  October 2011 - September 2013
The Segal Group  July 2005 - September 2011
Allstate Financial Services, LLC   June 2004 - July 2005

Skills
Actuarial Science, Defined Benefit, Pensions, Retirement, Investments, Mergers & Acquisitions, Consulting, Employee Benefits, Finance, Financial Analysis, Financial Risk, Financial Services, Valuation, Pension Funds, Life Insurance, Process Improvement, Financial Modeling, Risk Management, ALM

Education
University of Nebraska-Lincoln   2000 — 2004
Bachelor of Science (B.S.), Actuarial Science; Mathematics

Eric Voss Eric Voss Greater Nashville Area Details
Eric Voss's Allstate Financial Services, LLC Experience June 2007 - Present
Job Field Sales Leader TN/KY
Industry Insurance
Experience
Allstate Financial Services, LLC   June 2007 - Present
Allstate Financial Services, LLC   June 2007 - Present
Allstate  June 1999 - June 2007

Skills
Sales Management, Compensation Structures, Recruiting, Management Consulting, P&C License, L&H License, Series 6, Series 63, Series 26, Consultative Selling, Microsoft Office

Education
University of Maryland Baltimore County   1995 — 1999
B.A., Economics

Bill Rutledge Bill Rutledge Birmingham, Alabama Details
Bill Rutledge's Allstate Financial Services, LLC Experience October 2012 - Present
Job Agency Owner at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   October 2012 - Present
COUNTRY Financial®  October 2006 - October 2012
OHD   January 2000 - October 2006

Skills
Fixed Annuities, Life Insurance, Retirement Planning, Insurance, Term Life Insurance, Retirement, Disability Insurance, Property & Casualty..., IRAs, Mutual Funds, Long-term Care, Series 63, Series 6, Commercial Insurance, Underwriting

Education
Beeson Divinity   1990 — 1993
Master of Divinity (MDiv)

University of Alabama   1982 — 1986
Bachelor of Arts (B.A.)

Derek Huff Derek Huff Greater Atlanta Area Details
Derek Huff's Allstate Financial Services, LLC Experience 2012 - Present
Job Personal Financial Representative Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   2012 - Present
ING Financial Partners  2004 - 2011

Skills
Life Insurance, Retirement, Series 7, Retirement Planning, Fixed Annuities, 401k Rollovers, Roth IRA, Disability Insurance, Investment Strategies, Wealth Accumulation, IRAs, Uniform Combined State..., Insurance, FINRA, Securities, Finance, Series 66, Investment Banking, Personal Financial..., Traditional IRA, Wealth Management, Risk Management, Retirement Income..., Estate Planning, Financial Planning, Financial Services

Education
The University of Georgia

valerie medina valerie medina Colorado Springs, Colorado Details
valerie medina's Allstate Financial Services, LLC Experience September 2011 - Present
Job Licensed Sales Producer at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   September 2011 - Present
Citifinancial  2000 - 2010

Skills
Sales Management, Collections Management, Insurance, Management Consulting, Microsoft Excel, Client Retention..., Short Sales, Team Management, Fixed Annuities

Education
The University of New Mexico   1995 — 2000
Bachelor of Business management (B.B.A.), Business Administration and Management, General, 3.2

Mitchell High School
Deploma, General

Dan Dickerson Dan Dickerson Little Rock, Arkansas Area Details
Dan Dickerson's Allstate Financial Services, LLC Experience June 2015 - Present
Job Personal Financial Representative
Industry Insurance
Experience
Allstate Financial Services, LLC   June 2015 - Present
Northwestern Mutual  November 2010 - June 2015
Business Communications, Inc.   2009 - 2010
Network Engineering Technologies  December 2008 - December 2009
NetGain Technologies, Inc.   December 2006 - November 2008
Diversified Autogroup   November 2002 - November 2006
Diversified Solutions  August 2001 - April 2005
Altec  February 2000 - August 2001
Prudential Securities  September 1997 - January 2000

Skills
Insurance, Investments, Management, Sales, Strategic Financial..., Life Insurance, Public Speaking, Finance, Retirement Planning, Retirement, Customer Satisfaction, Business Development, Fixed Annuities, Series 6, Series 63, Series 65, Life and Health...

Education
University of Arkansas at Little Rock   1997 — 1997
B.A., Political Science

University of Mississippi   1994 — 1997
B.A., Political Science

Hall High   1990 — 1993

Forest heights

Donna Dampier Donna Dampier Greater Nashville Area Details
Donna Dampier's Allstate Financial Services, LLC Experience March 2014 - Present
Job Field Sales Leader/Agency Recruiter at Allstate
Industry Insurance
Experience
Allstate Financial Services, LLC   March 2014 - Present

Skills
Insurance, Training, Life Insurance, Recruiting, Leadership, Sales, Coaching, Employee Benefits, Team Building, Marketing, Sales Process, Management, Cold Calling, CRM, Entrepreneurship, Term Life Insurance, Small Business, Health Insurance, Sales Management, Human Resources, Selling, Customer Retention, Operations Management, Account Management, Disability Insurance, New Business Development, Employee Training, Hiring, Executive Coaching, Team Leadership, Benefits Administration, Public Speaking, Umbrella Insurance, Leadership Development, Selling Skills, Sales Presentations, Training & Development, Webinars, Inside Sales, Talent Development, Train the Trainer, Business Coaching, Blackboard, WebEx, SharePoint, Property, Talent Acquisition, Strategy, Performance Management, Building Relationships

Education
Vanderbilt University   1992 — 1994
M.Ed.

University of Phoenix   2005 — 2007
MBA

Tusculum College   1988 — 1992
B.A.

Randy Christian, ChFC Randy Christian, ChFC Athens, Georgia Area Details
Randy Christian, ChFC's Allstate Financial Services, LLC Experience July 2006 - February 2010
Job Member of The National Care Planning council
Industry Financial Services
Experience
Elder Care Planning council of Northeast GA   May 2015 - Present
RChristianFinancial Consultants, LLC- "The Clients Fiduciary"   March 2010 - Present
Christian Financial, Inc.   January 2005 - Present
Allstate Financial Services, LLC   July 2006 - February 2010
Intersecurities and MarketShare Finanicla   2000 - 2006

Skills
Retirement Planning, Long-term Care, Life Insurance, Investments, Fixed Annuities, Coaching, 401k, Public Speaking, Listening to customers, Empathy, Cash Management, Employee Benefits, Financial Advisory, Financial Services, Pensions, Retirement, Strategic Financial..., Financial Planning, Portfolio Management

Education
The American College   1986 — 2015
Chartered Financial Consultant, Retirement Income Certified Planner, Finanical Planning and Investments

The University of Georgia   1972 — 1976

Douglas LaMey Douglas LaMey Nashville, Tennessee Details
Douglas LaMey's Allstate Financial Services, LLC Experience November 2008 - Present
Job Field Sales Leader at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate  January 2013 - Present
Allstate Financial Services, LLC   November 2008 - Present
Allstate Insurance  October 2008 - Present
Thomas More College  January 2003 - January 2013

Skills
Property & Casualty..., Life Insurance, Leadership, Fixed Annuities, Small Business, Insurance, Long-term Care, Sales, Health Insurance, Recruiting, Commercial Insurance, Term Life Insurance, Account Management, Underwriting, Disability Insurance, Retirement, Training, Customer Retention, Investments, Casualty, Retirement Planning, Series 6, Employee Benefits, Strategic Financial..., Homeowners, Cold Calling, Sales Management, Marketing, Series 7, Financial Planners, Finance, Customer Service, General Insurance, Financial Services, Risk Management, Legal Liability, Mutual Funds, Liability, Team Building, Professional Liability, Relationship Management, Brokers, Claim, Claims Management, Series 63, Motorcycle, Estate Planning, Medicare, Umbrella Insurance, Workers Compensation

Education
The American College   2009 — 2011
CLU, Chartered Life Underwriter

Xavier University   2007 — 2008
Certficate, Financial Planner Program

Thomas More College   2000 — 2002
MBA, Business

Merryn Walker Merryn Walker Athens, Georgia Area Details
Merryn Walker's Allstate Financial Services, LLC Experience 2000 - Present
Job Allstate Insurance Agency Owner
Industry Insurance
Experience
Allstate Financial Services, LLC   2000 - Present
Allstate  September 1999 - Present
Real Estate Investor  1997 - 2013
DialAmerica  January 1992 - March 1999

Skills
Insurance, Life Insurance, Commercial Insurance, Employee Benefits, Fixed Annuities, Retirement Planning, Leadership, Homeowners, Long-term Care, Term Life Insurance, Personal Finance

Education
The University of Georgia   1990 — 1995
Bachelors, Business

The University of Georgia   1990 — 1995
Bachelor of Business Administration (BBA), International Business

Matt Stanfield Matt Stanfield Little Rock, Arkansas Area Details
Matt Stanfield's Allstate Financial Services, LLC Experience 2008 - 2011
Job Account Executive at Ricoh Americas Corporation
Industry Information Technology and Services
Experience
Ricoh Americas Corporation  February 2015 - Present
Little Rock Police Department  August 2014 - September 2014
Arkansas Teacher Retirement System  June 2014 - August 2014
Arkansas Public Employees Retirement System   2011 - 2014
Allstate Financial Services, LLC   2008 - 2011
John Hancock Financial Services  2006 - 2008
Ameriprise Financial Services, Inc.   2001 - 2006

Skills
Customer Service, Microsoft Excel, Research, Management, Microsoft Word, Microsoft Office, Investments

Education
University of Arkansas
Drama and Dramatics/Theatre Arts, General / Business Finance

Mandy Chavers Mandy Chavers Houston, Texas Area Details
Mandy Chavers's Allstate Financial Services, LLC Experience December 2013 - March 2014
Job Exercise Fitness Coach and Physical Activity Leader
Industry Health, Wellness and Fitness
Experience
Nifty After Fifty  July 2014 - Present
Le-Vel.com  June 2014 - Present
Fireworks World   July 2012 - Present
Allstate Financial Services, LLC   December 2013 - March 2014
Camp Gladiator  January 2013 - June 2013
Texas Sports Medicine Center  July 2012 - September 2012
Lifetime Fitness  April 2012 - September 2012
Eagle Insurance Services   January 2005 - April 2012
Shale Rental Equipment & Services   June 2011 - February 2012
Chavers Fireworks   July 2004 - January 2012

Skills
Customer Service, People Skills, Team Leadership, Organized Multi-tasker, Multi Tasking, Sales Operations, Secretarial Skills, Human Resources, Organizational..., Team Building, Sales, Wellness, Fitness, Help Desk Support, Holistic Health, Sales Management, Weight Training, Administrative..., Scuba Diving, Lifestyle Coaching, Nutrition, Fitness Training, Strength Training, Wellbeing, Nutritional Counseling, Lifestyle, Teaching, Physical Therapy, Employee Wellness, Health Promotion, Sports, Athletics, Corporations, Personal Development, Exercise Physiology, Athletic Training, Health Education, Coaching, Rehabilitation, Weight Management, Network Marketing, Kinesiology, Motivational Speaking, Endurance, Employee Wellness..., Exercise Prescription, Group Training, Life Coaching, Fitness Instruction, Cpr Certified

Education
Texas State University   2008 — 2010
Bachelor's degree, Kinesiology and Exercise Science

Navarro College   2007 — 2008
General studies, Basics

Fairfield High School   2003 — 2008
Bachelor's degree, General Studies

Bill Matlock Bill Matlock Bryant, Arkansas Details
Bill Matlock's Allstate Financial Services, LLC Experience June 2015 - Present
Job Allstate Financial Services
Industry Financial Services
Experience
Allstate Financial Services, LLC   June 2015 - Present
Matlock Advisory Group, Inc   May 2008 - Present
Shurwest Financial Group  2007 - 2012
Powell Matlock Drees, Inc   May 2007 - May 2008
Bankers Life and Casualty  March 2003 - May 2007
Trust and Investment divison of Pulaski Bank   March 2001 - March 2003
Morgan Stanley  February 1998 - March 2001

Skills
Fixed Annuities, Insurance, Asset Allocation, Estate Planning, Retirement, Retirement Planning, Variable Annuities, Long-term Care, IRAs, Wealth Accumulation, Life Insurance, 401k, Series 7, Financial Goals, Strategic Financial..., Financial Advisory, Wealth Management, Financial Planners, Personal Finance, Income Planning, Veterans Benefit Aid..., Annuity Sales, 401k Rollovers, Long Term Care Insurance, Mutual Funds, Whole Life, Universal Life, Investment Strategies, Medicare, Insurance Brokerage, Brokers, Stocks, Bonds, Roth IRA, Medicare Part D, FINRA, Term Life Insurance, Wealth, Financial Planning

Education
University of Central Arkansas   1989 — 1993
Bachelor of Business Administration (BBA), Business Administration and Management, General

University of Central Arkansas   1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General

George Tanase Jr., CLU, ChFC, CASL George Tanase Jr., CLU, ChFC, CASL Oviedo, Florida Details
George Tanase Jr., CLU, ChFC, CASL's Allstate Financial Services, LLC Experience May 2010 - September 2012
Job Passionate Leader that Transforms Lives
Industry Insurance
Experience
Western & Southern Life  October 2013 - Present
Saybrus Partners  October 2012 - July 2013
Allstate Financial Services, LLC   May 2010 - September 2012
Phoenix Wealth Management  2005 - 2008

Education
University of Florida   1979 — 1984
BSBA, Finance, General

Stephen Coventry Stephen Coventry Lubbock, Texas Area Details
Stephen Coventry's Allstate Financial Services, LLC Experience August 2015 - Present
Job Financial Services Professional helping to protect families in West Texas.
Industry Financial Services
Experience
Allstate Financial Services, LLC   August 2015 - Present
NYLIFE Securities LLC  August 2014 - July 2015
New York Life Insurance Company  April 2014 - July 2015
Cujo's   July 2007 - April 2014
Lubbock Country Club  May 2002 - June 2007

Skills
Microsoft Office, Marketing, Insurance, Social Media, Event Planning, Customer Service, Social Networking, Team Building, Leadership, Finance

Education
Texas Tech University   2007 — 2012
Master's degree, Political Science and Government

Texas Tech University   2002 — 2007
Bachelor of Arts (BA), Political Science and Government

Brian Boger Brian Boger Chicago, Illinois Details
Brian Boger's Allstate Financial Services, LLC Experience July 2008 - October 2012
Job Senior Analyst at Towers Watson
Industry Insurance
Experience
Towers Watson  November 2012 - Present
Allstate Financial Services, LLC   July 2008 - October 2012

Skills
Financial Modeling, Actuarial Science, Investments, Financial Analysis, Insurance, Risk Management, Financial Risk, ALM, VBA, Portfolio Management

Education
University of Illinois at Urbana-Champaign   2004 — 2008
Bachelor of Science (B.S.), Finance, General

University of Illinois at Urbana-Champaign   2004 — 2008
Bachelor of Science (B.S.), Finance, General

Adam Jorgenson Adam Jorgenson Overland Park, Kansas Details
Adam Jorgenson's Allstate Financial Services, LLC Experience 2003 - 2006
Job Regional Vice President Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  October 2011 - Present
Transamerica  2006 - 2011
Allstate Financial Services, LLC   2003 - 2006

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop

Education
University of Iowa   1990 — 1994
Bachelor’s Degree, Double Majors - English and Communications

Erica Pompa Lewis Erica Pompa Lewis Corona, California Details
Erica Pompa Lewis's Allstate Financial Services, LLC Experience November 2014 - Present
Job Agency Owner at Allstate Insurance
Industry Insurance
Experience
Allstate Financial Services, LLC   November 2014 - Present
Allstate Insurance  February 2008 - Present
Allstate Insurance  September 2005 - December 2007
Auto Club of Southern California  March 2004 - August 2005
Allstate Insurance Company  1997 - 2004

Skills
Property & Casualty..., Commercial Insurance, Casualty, General Insurance, Insurance, Health Insurance, Underwriting, Fixed Annuities, Life Insurance, Disability Insurance, Liability, Long-term Care, Term Life Insurance, Property & Casualty and..., Leadership, Commercial Lines, Homeowners, Renters, Sales, Umbrella Insurance

Education
University of La Verne

Jason Mudrock Jason Mudrock Greater Chicago Area Details
Jason Mudrock's Allstate Financial Services, LLC Experience May 2013 - August 2013
Job Financial Analyst at Ayco, a Goldman Sachs Company
Industry Financial Services
Experience
Ayco, a Goldman Sachs Company  June 2015 - Present
Stout Risius Ross  July 2014 - May 2015
State Farm Insurance  September 2013 - December 2013
Allstate Financial Services, LLC   May 2013 - August 2013
State Farm  May 2012 - April 2013

Skills
Financial Analysis, Microsoft Excel, PowerPoint, Financial Modeling, Analysis, Wealth Management, Personal Finance, Investments, Accounting, Research, Microsoft Office, Microsoft Word, Teamwork, Windows

Education
University of Illinois at Urbana-Champaign   2010 — 2014
Bachelor of Science, Finance

Lincoln Way Central High School   2006 — 2010

Robert Chester CLU, ChFC Robert Chester CLU, ChFC Davidson, North Carolina Details
Robert Chester CLU, ChFC's Allstate Financial Services, LLC Experience April 2015 - Present
Job Allstate Insurance Company
Industry Financial Services
Experience
Allstate Financial Services, LLC   April 2015 - Present
Fifth Third Bank  November 2008 - February 2015
Merrill Lynch  November 2007 - November 2008
Citi/Smith Barney  December 1996 - November 2007

Skills
Investments, Wealth Management, Finance, Series 7, Portfolio Management, Banking, Retirement Planning, Financial Services, Retail Banking, Financial Analysis

Education
State University of New York College at Cortland   1979 — 1983
Bachelor's of Science, Physical Education

Juliana Hart Juliana Hart Reno, Nevada Area Details
Juliana Hart's Allstate Financial Services, LLC Experience March 2009 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   March 2009 - Present
Wachovia Securities  October 2007 - January 2009
Smith Barney  March 1999 - October 2007

Skills
Retirement Planning, Wealth Management, Fixed Annuities, Retirement, Series 63, Series 7

Education
University of Nevada-Reno   1993 — 1997
Bachelor of Science, Finance, Economics

Anthony Kosobud Anthony Kosobud Minneapolis, Minnesota Details
Anthony Kosobud's Allstate Financial Services, LLC Experience January 2000 - February 2002
Job President & Principal at Retirement Journey Advisors and Retirement Journey Consultants, LLC
Industry Financial Services
Experience
Retirement Journey Advisors, LLC   August 2013 - Present
Prudential Financial Group   May 2008 - August 2013
Pacific Life  March 2005 - May 2008
Mass Mutual  April 2002 - March 2005
Allstate Financial Services, LLC   January 2000 - February 2002
Allstate Financial Services, LLC   March 1999 - January 2000
SunLife  January 1996 - March 1999

Skills
Retirement Planning, Series 63, Series 6, Mutual Funds, Series 7, Fixed Annuities, 401k, Retirement, Asset Allocation, Insurance, Investments, Life Insurance, Wealth Management, Securities, Long-term Care, Alternative Investments, Disability Insurance, Strategic Financial..., Financial Advisory, Asset Management, Social Security Benefits, Medicare Benefits, Charitable Giving, Estate Planning, Long Term Care Insurance, Variable Annuities, Financial Services

Education
The University of North Dakota   1986 — 1991
BA English

Randall Fielder Randall Fielder Houston, Texas Area Details
Randall Fielder's Allstate Financial Services, LLC Experience December 2004 - February 2007
Job President at Park 10 Financial, LLC
Industry Financial Services
Experience
Park 10 Financial, LLC   May 2015 - Present
Wealthcare Asset Management, LLC   March 2014 - April 2015
Money Managers, Inc   May 2012 - March 2014
Self Employed  March 2011 - May 2012
Hancock Fielder Retirement Strategies   November 2010 - March 2011
NEXT Financial Group, Inc.   February 2007 - November 2010
Allstate Financial Services, LLC   December 2004 - February 2007
Stardust Financial Group   June 2004 - December 2004

Skills
Leadership, Management, Event Management, Change Management, Business Development, Strategy, Management Consulting, Start-ups, Portfolio Management, Public Speaking, Retirement Planning, Retirement Plan..., Model Portfolios, Financial Services, Investments, Risk Management, Asset Management, Financial Modeling, Mutual Funds, Wealth Management, Financial Planning

Education
University of Houston
Finance, General

Leah Walters Weikel Leah Walters Weikel Dallas/Fort Worth Area Details
Leah Walters Weikel's Allstate Financial Services, LLC Experience June 2015 - Present
Job Agency Owner recruiter for Collin, Denton and Tarrant counties
Industry Insurance
Experience
Allstate Financial Services, LLC   June 2015 - Present
Allstate  January 2015 - Present
Allstate  December 2014 - Present
Allstate  September 2005 - Present
Allstate Insurance  December 1996 - September 2005
Tyler Area Chamber of Commerce   January 1993 - December 1996

Skills
Commercial Insurance, Property & Casualty..., Insurance, Sales, Training, Claim, Casualty, Umbrella Insurance, Term Life Insurance, General Insurance, Health Insurance, Life Insurance, Liability, Commercial Lines, Fixed Annuities, Underwriting, Homeowners, Universal Life, Legal Liability, Renters, Professional Liability, Licensed Property &..., Sales Management, Education, Motorcycle, Whole Life, Claim Investigation, Permanent Life Insurance, Claims Handling, Licensed Life, Casualty Insurance, Awesomeness, Team Building, Leadership, Small Business, Marketing, Customer Service, Strategic Planning, Financial Services, Recruiting, Management

Education
University of Texas at Tyler   1994 — 1996
Bachelor of Science, Political Science & Speech Communications

Tyler Junior College   1993 — 1995

Gladewater high school   1983 — 1987

Rhonda Elming Rhonda Elming Des Moines, Iowa Area Details
Rhonda Elming's Allstate Financial Services, LLC Experience 1987 - 1996
Job VP, Product Development
Industry Insurance
Experience
Sammons Financial Group Member Companies  December 2013 - Present
Aviva USA  2002 - 2013
ING  1996 - 2002
Allstate Financial Services, LLC   1987 - 1996

Skills
Actuarial Science, Actuaries, Life Insurance, Indexed Annuities, Economic Capital, Reinsurance, Insurance, Retirement, Fixed Annuities, Product Management, Financial Risk, Variable Annuities, Underwriting, Solvency II, ALM, General Insurance, Capital Management, Embedded Value, Pricing, Financial Services, Term Life Insurance, Equity Indexed Annuities, Risk Management

Education
University of Iowa   1983 — 1987
BS, Actuarial Science

Haerr, Tony Haerr, Tony Sandusky, Ohio Details
Haerr, Tony's Allstate Financial Services, LLC Experience January 2011 - Present
Job Agent at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   January 2011 - Present

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

Education
The University of Akron   2011 — 2012

Perkins   2008 — 2011

Pete Goldman Pete Goldman Richmond, Virginia Details
Pete Goldman's Allstate Financial Services, LLC Experience April 2014 - September 2014
Job Experienced sales professional
Industry Financial Services
Experience
Allstate Financial Services, LLC   April 2014 - September 2014
TD Ameritrade  September 2011 - April 2014
wells Fargo Advisors LLC  August 2010 - August 2011
Virginia Asset Management  September 2008 - December 2009
Wachovia Securities  March 2003 - December 2007
Wachovia Securities, LLC  2002 - 2006
Fideltiy Investments   2000 - 2003
Anderson & Strudwick  February 1998 - March 2000
Capital One  January 1994 - February 1998

Skills
Finance, Investments, Retirement Planning, Series 7, Mutual Funds, Wealth Management, Financial Planning, Retirement, Leadership, Financial Services, Sales, Direct Sales, New Business Development, Account Management, Account Developement

Education
University of Louisiana at Monroe   1990 — 1993
Bachelor of Arts (B.A.), Education

Benedictine High School   1985 — 1989

Ray Hall Ray Hall Mobile, Alabama Details
Ray Hall's Allstate Financial Services, LLC Experience February 2015 - Present
Job Personal Financial Representative at Allstate Financial
Industry Financial Services
Experience
Allstate Financial Services, LLC   February 2015 - Present
Allstate Financial  June 2011 - February 2015
NAIFA - Mobile   2013 - January 2015
Principal Financial Group  April 2009 - May 2011
New York Life Insurance Company  April 2008 - April 2009
Allstate Financial Services, LLC   April 2002 - April 2008

Skills
Financial Services..., Insurance & Retirement..., Recruiting,..., Long Term Care, Annuities, Retirement Planning, Retirement, Insurance, Mutual Funds, Employee Benefits, Investments, Compliance, Securities, Sales Management, Mentoring, Fixed Annuities, Long-term Care, FINRA, 401k, Financial Services, Term Life Insurance, IRAs, Series 6, Series 7, Disability Insurance, Series 63, Life Insurance, Asset Allocation, Estate Planning, Financial Planners, Wealth Management, Wealth Accumulation, Long Term Care Insurance, Financial Planning

Education
The American College   1999 — 2003
Chartered Financial Consultant, (ChFC industry designation)

University of South Alabama   1989 — 1995
Bachelor of Science, Finance Concentration, Mitchell College of Business & Management Practices

The American College
Chartered Financial Consultant

Benjamin Teele Benjamin Teele Lincoln, Nebraska Area Details
Benjamin Teele's Allstate Financial Services, LLC Experience August 2007 - August 2008
Job Support Center Specialist at Voss Lighting
Industry Financial Services
Experience
Voss Lighting  March 2014 - Present
Serenity Christian School   August 2013 - Present
Allstate Financial  September 2008 - March 2014
Allstate Financial Services, LLC   August 2007 - August 2008
Lincoln Public Schools  August 2001 - July 2007

Skills
Microsoft Excel, Customer Service, Mutual Funds, Fixed Annuities, FINRA, Public Speaking, PowerPoint, Microsoft Office, Outlook, Team Building, Insurance, Microsoft Word, Training, Social Media

Education
University of Nebraska-Lincoln   2003 — 2007
Bachelor of Science, Meteorology

Lincoln Northeast High School   1999 — 2003
Diploma

Richard Agosta, CLU, ChSNC Richard Agosta, CLU, ChSNC Greater New York City Area Details
Richard Agosta, CLU, ChSNC's Allstate Financial Services, LLC Experience October 2013 - Present
Job Financial Services Professional
Industry Insurance
Experience
Allstate Financial Services, LLC   October 2013 - Present
NLG  February 2013 - Present
MassMutual Financial Group  September 2010 - January 2013
RJ Agosta, Inc.-Insurance Brokerage Services   February 2001 - July 2010
AIG  December 1995 - January 2001

Skills
Employee Benefits, Insurance, Disability Insurance, Retirement, Life Insurance, Financial Services, Sales, Finance, Long Term Care Insurance, Customer Service, Strategy, Healthcare, Portfolio Management, Policy, Securities, Fixed Annuities, Retirement Planning, Health Insurance, Estate Planning, Long-term Care, Term Life Insurance, Small Business, Whole Life, Succession Planning, Universal Life, 401k, Financial Planners, Series 63, Investments, IRAs

Education
JFK, Bellmore, NY

State University of New York at Buffalo
BA, Psychology

George Knox, CRPC,CLTC George Knox, CRPC,CLTC Greater Boston Area Details
George Knox, CRPC,CLTC's Allstate Financial Services, LLC Experience July 2015 - Present
Job Financial Sales Education Consultant at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   July 2015 - Present
New York Life Insurance Company  June 2013 - July 2015
Genworth Financial  October 2010 - June 2013
New York Life  October 2005 - December 2009
Allstate Financial  January 1999 - October 2005
MDS/Bankmark   January 1997 - January 1999
Liberty Financial (IFMG)   October 1987 - January 1997
United States Air Force  June 1975 - August 1987

Skills
Fixed Annuities, Retirement, Mutual Funds, Long Term Care Insurance, Investments, Life Insurance, Series 7, Business Planning, Sales, Strategic Planning, Wealth, Marketing, Insurance, Long-term Care, Financial Services, Sales Recruitment

Education
The Citadel   1971 — 1975
BBA, Business Management

Steve Fiedler CLU, LUTCF Steve Fiedler CLU, LUTCF Palm Beach Gardens, Florida Details
Steve Fiedler CLU, LUTCF's Allstate Financial Services, LLC Experience September 2011 - March 2014
Job Partner at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company  June 2014 - Present
Allstate Financial Services, LLC   September 2011 - March 2014
MassMutual Financial Group  September 2008 - August 2011
Allstate Financial Services, LLC   January 2001 - August 2008

Skills
Customer Service, Team Building, Employee Benefits, Series 6, 401k, Series 63, Business Planning, Series 7, Strategic Planning, IRAs, Series 24, Series 65, Life Insurance

Education
The American College   1994 — 1998
Chartered Life Underwriter (CLU), Insurance and Financial Services

The American College   1989 — 1991
LUTCF, Insurance and Financial Services

University of Wisconsin   1971 — 1975
Bachelor of Science (B.S.), Education

Brandon DeCastro Brandon DeCastro Cleveland/Akron, Ohio Area Details
Brandon DeCastro's Allstate Financial Services, LLC Experience March 2015 - September 2015
Job Exclusive Financial Specialist with Allstate Financial Services
Industry Investment Management
Experience
Allstate Financial Services, LLC   March 2015 - September 2015
JP Morgan Securities LLC  March 2013 - March 2015
FirstMerit Bank  March 2009 - March 2013
Chase  August 2006 - March 2009

Education
The University of Akron

Tom Schafer Tom Schafer Greater Denver Area Details
Tom Schafer's Allstate Financial Services, LLC Experience January 2001 - Present
Job Personal Financial Representative Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   January 2001 - Present
5 Star Development   February 2006 - September 2008
Qwest Communications  August 1999 - October 2000
Bagel Junction   1994 - 1999

Skills
Account Management, Management, Business Development, Solution Selling, Leadership, Project Management, Team Building, Strategy, Strategic Planning, Sales Management, Finance, Training

Education
University of Denver   1983 — 1988
BSBA, Marketing

Patrice Sienche Patrice Sienche Washington D.C. Metro Area Details
Patrice Sienche's Allstate Financial Services, LLC Experience Senior ManagerMcArthur & Baker International2006 - 2010
Job Independent Professional
Industry Financial Services
Experience
Allstate Financial Services, LLC   Senior ManagerMcArthur & Baker International2006 - 2010

Skills
Strategic Financial..., Financial Analysis, Investments, Management Consulting, Financial Reporting, Risk Management, Budgets, Business Strategy, Microsoft Office, Strategic Planning, Financial Modeling, Analysis, Auditing, Banking

Education
Tulane University   1991 — 1992
MBA, Finance and Accounting

Ellis Weiss, CFP®, CRPC®, CFS® Ellis Weiss, CFP®, CRPC®, CFS® Greater Philadelphia Area Details
Ellis Weiss, CFP®, CRPC®, CFS®'s Allstate Financial Services, LLC Experience 2013 - 2015
Job Financial Advisor
Industry Financial Services
Experience
Allstate Financial Services, LLC   2013 - 2015
Chester Springs Wealth Management Group   March 2000 - December 2012
Habitat for Humanity of Chester County  2002 - 2008
JWCH, Inc   June 1997 - May 1999
Ajax Philadelphia   March 1983 - June 1996

Skills
Series 63, Investments, Strategic Planning, Wealth Management, Strategic Financial..., Finance, Sales, Mutual Funds, Insurance, Financial Services, Retirement Planning, Estate Planning, Series 7, Management, Series 6, Personal Financial...

Education
University of Louisville   1979 — 1981
MA, Expressive Therapies

University of Pittsburgh   1974 — 1979
BA, Self Designed Major

Marple Newtown Sr. HS

David Lamorte, MS, JD, LUTCF, RFC David Lamorte, MS, JD, LUTCF, RFC Greater New York City Area Details
David Lamorte, MS, JD, LUTCF, RFC's Allstate Financial Services, LLC Experience August 2003 - June 2004
Job State Director New York and Connecticut
Industry Insurance
Experience
Farmers Insurance  October 2013 - Present
Farmers Insurance  January 2013 - October 2013
Allstate Insurance Company  June 2012 - January 2013
Allstate Insurance Company  January 2008 - June 2012
Allstate Insurance Company  September 2004 - January 2008
Allstate Insurance Company  June 2004 - September 2004
Allstate Financial Services, LLC   August 2003 - June 2004
Allmerica Financial  February 1999 - August 2003
The American College  January 1995 - January 2000
Northeastern University  January 1996 - December 1998

Skills
Sales Management, Talent Acquisition, Marketing Strategy, Sales, Property & Casualty..., Life Insurance, Financial Services, Strategic Planning, Recruiting, Business Development, Insurance, Management, Strategy, Leadership, Fixed Annuities, Sales Operations, General Insurance, Disability Insurance, Customer Retention, Direct Sales, Training, Marketing, Customer Service, Small Business, Sales Process, Time Management, Employee Benefits, Retirement, Entrepreneurship, Finance, Business Planning

Education
The American College   2014 — 2015

Fairleigh Dickinson University - Petrocelli College of Continuing Studies   2013 — 2013

University of Massachusetts Dartmouth   1989 — 1993
Juris Doctorate, Law

University of Rhode Island   1983 — 1985
Master of Science, Education

Rhode Island College   1976 — 1980
Bachelor of Science, Education

Cranston High School East   1973 — 1976
Diploma, College prep

Kathryn Basso Kathryn Basso Greater Chicago Area Details
Kathryn Basso's Allstate Financial Services, LLC Experience May 2006 - May 2008
Job Learning Development and Voiceover at Allstate
Industry Insurance
Experience
Allstate  2011 - Present
Allstate  April 2008 - April 2011
Allstate Financial Services, LLC   May 2006 - May 2008
Allstate Financial Services, LLC   June 2002 - May 2006
Allstate Financial Services, LLC   May 1997 - May 2002

Skills
Program Management, Educational Video, Media Producer, Training Facilitation, Video Editing, Adult Education, Interview Preparation, Interviewing Skills, Short Films, Training & Development, PMO, Strategic Planning, Leadership, Process Improvement, Project Management, Coaching, E-Learning, Employee Training, Workshop Facilitation, Project Delivery

Education
University of Florida   1986 — 1991
Bachelor of Fine Arts (BFA), Theatre/Theater

University of Florida

Jana Cowgill Jana Cowgill Mountain Home, Arkansas Details
Jana Cowgill's Allstate Financial Services, LLC Experience December 2013 - Present
Job Personal Financial Representative, Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   December 2013 - Present

Skills
Leadership, Strategy, Management, Strategic Planning, Long Term Care Insurance, Disability Insurance, Financial Analysis, Employee Benefits, Team Building, Budgets, Marketing, Finance, Nonprofits, Estate Planning, Life & Health Insurance..., Property & Casualty..., Small Business, Roth IRA, Time Management, Risk Management, Wealth Accumulation, Fixed Annuities, Life Insurance, IRAs, Retirement, 401k, 401k Rollovers

Education
University of Arkansas at Fayetteville   1989 — 1995
Bachelor of Arts, English Language and Literature, General

University of Arkansas
Bachelor of Arts (BA) English and Secondary Education, Finance and Financial Management Services

Maribel Segovia Maribel Segovia Los Angeles, California Details
Maribel Segovia'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
NYLIFE Securities LLC  2010 - June 2013

Education
University of California, Los Angeles

Eric Botterbusch Eric Botterbusch Greater Seattle Area Details
Eric Botterbusch's Allstate Financial Services, LLC Experience ChairmanUniversity of Montana Alumni Association2010 - Present
Job Registered Compliance Principal at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   ChairmanUniversity of Montana Alumni Association2010 - Present
University of Montana  2007 - 2010

Education
The University of Montana   1983 — 1987
Bachelor of Arts (B.A.), Economics

Glenn Tarter Glenn Tarter Greater Chicago Area Details
Glenn Tarter's Allstate Financial Services, LLC Experience June 2005 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC   June 2005 - Present
AXA Advisors  September 1979 - June 2004

Skills
Wealth Accumulation, Strategic Planning, Retirement, Sales, Marketing Strategy, Life Insurance, Retirement Planning, Fixed Annuities, Series 63, Business Development, IRAs

Education
The American College   1992 — 1995
CLU, ChFC, Insurance and Financial Services

University of Illinois at Chicago   1972 — 1976
BS, Management

Jason Erickson Jason Erickson Greater Chicago Area Details
Jason Erickson's Allstate Financial Services, LLC Experience August 2013 - Present
Job Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   August 2013 - Present
Waddell & Reed  January 2011 - July 2013
Trader's Capital   June 2009 - December 2010
Chicago Board Options Exchange  January 1998 - May 2009
Timber Hill LLC  January 1996 - January 1998
Nuveen Investments  January 1992 - January 1996

Skills
Equities, Derivatives, Portfolio Management, Investments, Strategic Financial..., Financial Markets, ETFs, Series 7, Risk Management, Market Making, Proprietary Trading, Analysis, Commodity, Life Insurance, Volatility, Equity Trading, Alternative Investments, Asset Allocation, Volatility Arbitrage, Equity Derivatives, Fixed Income, Helping Clients Succeed, Stocks, Investment Strategies, Trading, Bonds, Securities, Hedge Funds, Mutual Funds, Financial Advisory, FINRA, Finance, Options

Education
University of Iowa   1987 — 1991
B.A., Economics

Eric Botterbusch Eric Botterbusch Greater Seattle Area Details
Eric Botterbusch's Allstate Financial Services, LLC Experience Compliance PrincipalAllstate Financial Services, LLC1987 - Present
Job Compliance Principal at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   Compliance PrincipalAllstate Financial Services, LLC1987 - Present
Allstate  1987 - Present

Skills
Insurance, Property & Casualty...

Education
University of Montana   1983 — 1987
B.A., Economics

Danny Loe, CLU, ChFC Danny Loe, CLU, ChFC Greater Memphis Area Details
Danny Loe, CLU, ChFC's Allstate Financial Services, LLC Experience April 2003 - December 2007
Job Senior Resource Advisor, Consultant to Seniors and Their Families
Industry Financial Services
Experience
SafeAt65   2009 - Present
Daniel Loe & Associates   2007 - 2009
Allstate Financial Services, LLC   April 2003 - December 2007
Strategic Financial Partners  2000 - 2003
The Sowers Group, Ltd.   1994 - 2000
Covenant Financial Services   1984 - 1994
The Principle Financial Group   1980 - 1984

Skills
Succession Planning, Insurance, Strategic Planning, Retirement Planning, Leadership, Microsoft Office, Coaching, Public Speaking, Life Insurance, Social Security Income..., Medicare Planning, Medicare Supplements..., Medicare Advantage Plans, Medicare Prescription..., Business Planning, Management Consulting, Team Building, Employee Benefits, Strategic Financial..., Leadership Development, Medicare, Small Business, Budgets, Training, Management, Business Analysis, Workshop Facilitation, Team Leadership, Recruiting, Process Improvement, Business Development, Sales, Program Management, Project Planning, Financial Planning

Education
The American College
Chartered Financial Consultant (ChFC), Financial Planning and Services

The American College
Chartered Life Underwriter (CLU), Estate and Business Planning

University of Alabama   1974 — 1977
Education

Eric Kiamie Eric Kiamie Greater New York City Area Details
Eric Kiamie's Allstate Financial Services, LLC Experience November 2007 - October 2011
Job President, Kiamie Benefits Group, LLC
Industry Insurance
Experience
Kiamie Benefits and Insurance Group, LLC   December 2005 - Present
Kiamie Agency, Inc   May 1984 - Present
Allstate Financial Services, LLC   November 2007 - October 2011
MetLife  February 2002 - August 2008
The NIA Group LLC  February 1998 - February 2002
New York Life Insurance Company  1989 - 1993

Skills
Disability Insurance, Customer Service, Employee Benefits, Real Estate, Property, New Business Development, Long-term Care, Life Insurance, Insurance, Health Insurance

Education
University of Central Florida   1987 — 1990
Business Administration

Cranford High School   1980 — 1983

Union County College

Daniel Koenig Daniel Koenig Houston, Texas Area Details
Daniel Koenig's Allstate Financial Services, LLC Experience 2007 - 2013
Job Wealth Management Consultant at Saybrus Partners
Industry Financial Services
Experience
Saybrus Partners  October 2013 - Present
Allstate Financial Services, LLC   2007 - 2013
First Meridian, Inc.   March 1995 - September 2002
Northwestern Mutual  December 1990 - March 1995
Southwestern Book Publishing Company   1985 - 1990

Skills
Life Insurance, Fixed Annuities, Insurance, Term Life Insurance, IRAs, Retirement, Retirement Planning, Series 63, Investments, Series 6, Mutual Funds, Property & Casualty..., Series 7, 401k, Universal Life, Variable Annuities, Financial Planners, Estate Tax Planning, Wills, Trusts, Wealth Management, Finance

Education
Texas A&M University   1982 — 1990
Finance, Accounting, Electrical Engineering

Seguin

Kathy Huynh Kathy Huynh Houston, Texas Details
Kathy Huynh's Allstate Financial Services, LLC Experience February 2015 - Present
Job Agency Owner at Allstate Financial Services, LLC
Industry Insurance
Experience
Allstate Financial Services, LLC   February 2015 - Present
liberty mutual  March 2006 - January 2015

Skills
Customer Service, Microsoft Office, Sales, Leadership, Marketing, Cold Calling, Strategic Planning, Training, Management, Life Insurance, Sales Operations, Microsoft Word, Team Building, Account Management, Sales Management, Sales Process, Insurance, Time Management, Direct Sales, Property, Sales Presentations, Business Development, Salesforce.com, Term Life Insurance, Fixed Annuities

Education
The American College   2013 — 2015
LUTCF, Life Underwriter Training Council Fellow

University of Houston, C.T. Bauer College of Business   2003 — 2007
Bachelors, Sales/Marketing

Elmer Yuh Elmer Yuh Greater Chicago Area Details
Elmer Yuh's Allstate Financial Services, LLC Experience January 2015 - July 2015
Job SAP BPC Lead Consultant at Allstate Financial Services, LLC
Industry Computer Software
Experience
msg global solutions  January 2015 - Present
Allstate Financial Services, LLC   January 2015 - July 2015
Maple Leaf Foods Inc  April 2013 - December 2014
Maple Leaf Foods Inc  July 2012 - April 2013
SAP  March 2011 - June 2012
John Morrell & Co.   March 2009 - 2011
Letuie Consulting   2009 - 2010
Velsicol Chemical Corporation/Genovique Specialties   2007 - 2009
Accenture  2004 - 2007

Skills
SAP BPC 10.0, SAP BPC 7.5, SAP BPC 7.0, SAP BPC 5.0, Script Logic, MDX, SAP BW 7.3, SAP BI/BW, Microsoft SQL Server, EVDRE, Data Manager, BPCS, Business Analysis, Business Intelligence, Business Objects, Business Process, Consulting, Crystal Reports, ERP, Management, Project Management, SAP, SAP BI, SAP BPC, SAP BW, SAP ERP, SAP Netweaver, SharePoint

Education
University of Illinois at Chicago
Bachelor of Business Administration (BBA), Information Decision Sciences

Nick Nave Nick Nave Denver, Colorado Details
Nick Nave's Allstate Financial Services, LLC Experience February 2003 - Present
Job Compliance Manager at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   February 2003 - Present
A.G. Edwards & Sons, Inc.   February 2001 - February 2003
A.G. Edwards & Sons, Inc.   August 1996 - February 2001

Education
Texas Tech University School of Law   1992 — 1995
JD, Law

University of Notre Dame   1988 — 1992
BA, Government/International Relations

Kelly Dehler Kelly Dehler Greater Chicago Area Details
Kelly Dehler's Allstate Financial Services, LLC Experience June 2003 - October 2004
Job Assistant General Counsel at First Trust
Industry Financial Services
Experience
First Trust  April 2013 - Present
The Northern Trust Company  January 2011 - April 2013
Resilire Partners LLC   May 2010 - August 2010
RESILIRE PARTNERS LLC   May 2010 - August 2010
Kawamura Capital Partners LLC   November 2009 - May 2010
KAWAMURA CAPITAL PARTNERS LLC   November 2009 - May 2010
Alaric Compliance Services, LLC  January 2009 - November 2009
Driehaus Capital Management, LLC  April 2000 - October 2008
Driehaus Capital Management LLC  March 2000 - October 2008
ALLSTATE FINANCIAL SERVICES, LLC   June 2003 - October 2004

Skills
Corporate Governance, Securities

Education
The John Marshall Law School   1998 — 2002
JD, Securities Law

Keller Graduate School of Management
Master, Business Administration

Western Illinois University
Bachelor of Business Administration, Finance

Thomas C Bittner Thomas C Bittner Lincoln, Nebraska Area Details
Thomas C Bittner's Allstate Financial Services, LLC Experience November 2001 - July 2014
Job Chief Financial Officer and Director of Brokerage Operations at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   November 2001 - July 2014
Ameritas Investment Corp.  September 1984 - November 2001
First Mid America/Paine Webber   April 1983 - September 1984

Skills
Series 7, Series 24, Series 27, Series 4, Series 53, Series 55, Series 63, Securities Operations, Securities Compliance, Securities, FINRA, Fixed Annuities, Insurance, Retirement Planning, Strategic Financial..., Retirement, Financial Services, Investments, Wealth Management, Investment Advisory, Finance, Life Insurance, Financial Advisory

Education
University of Toledo   1981 — 1982
Electrical and Electronics Engineering

University of Nebraska-Lincoln   1980 — 1981

University of Nebraska-Lincoln
Business Administration and Management, General

Sarah Madison Sarah Madison Lincoln, Nebraska Area Details
Sarah Madison's Allstate Financial Services, LLC Experience February 2010 - July 2014
Job Assistant to the Chairman's Office at Talent Plus, Inc.
Industry Insurance
Experience
Talent Plus, Inc.   July 2014 - Present
Allstate Financial Services, LLC   February 2010 - July 2014
Talent Plus, Inc.   2010 - 2014
Lincoln Benefit Life/Allstate  August 2008 - February 2010

Skills
Leadership, Customer Service, Life Insurance, Business Analysis, Call Centers, Insurance, Training, Business Process, Change Management, Process Improvement, SharePoint, Financial Services, Microsoft Office, Project Management, Cross-functional Team..., Team Leadership, Vendor Management, Risk Management, Team Management, Customer Experience, Customer Satisfaction, Coaching, Leadership Development, Team Building, Performance Management, Operations Management, Customer Retention

Education
University of Nebraska-Lincoln   1998 — 2002
Bachelor of Arts (B.A.), Communication, General, 3.2

Ciara Merriman Ciara Merriman Greater Detroit Area Details
Ciara Merriman's Allstate Financial Services, LLC Experience August 2014 - April 2015
Job Wealth Management
Industry Financial Services
Experience
Fidelity Investments  April 2015 - Present
Allstate Financial Services, LLC   August 2014 - April 2015
TIAA-CREF  February 2009 - October 2013

Skills
Series 7, Retirement Planning, Wealth Management, Series 63, Mutual Funds, Series 65, Wealth Management..., Wealth Accumulation, Life Insurance, Personal Financial..., High Net Worth..., Asset Allocation, 401k, Retirement, Finance, Financial Planning, Fixed Annuities, Insurance, Investments, Financial Services

Education
University of Michigan   1995 — 1998
BA, Psychology & English

Daneyelle Schneider Daneyelle Schneider United States Details
Daneyelle Schneider's Allstate Financial Services, LLC Experience 2006 - Present
Job Financial Analyst at Allstate Financial Services, LLC
Industry
Experience
Allstate Financial Services, LLC   2006 - Present

Skills
Strategic Financial..., Fixed Annuities, Mutual Funds, Customer Service, Disability Insurance, Retirement Planning, Series 7, IRAs, Retirement

Education
University of Nebraska-Lincoln
Education

Carrie Herrero, LUTCF Carrie Herrero, LUTCF Greater Los Angeles Area Details
Carrie Herrero, LUTCF's Allstate Financial Services, LLC Experience 2002 - 2005
Job Field Sales Leader at Allstate
Industry Insurance
Experience
Allstate  1997 - Present
Allstate Financial Services, LLC   2002 - 2005
Allstate Financial Svcs, LLC   2000 - 2004

Skills
Casualty, Insurance, Property & Casualty..., Umbrella Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Commercial Insurance, Disability Insurance, Health Insurance, General Insurance, Long-term Care

Education
University of Arizona
Bachelor of Arts (B.A.), Psychology

University of Arizona, Tucson, AZ
Bachelor of Science (BS), Psychology

Draper Daniel Draper Daniel Lincoln, Nebraska Area Details
Draper Daniel's Allstate Financial Services, LLC Experience May 1998 - Present
Job Sr. Unit Manager at Allstate
Industry Insurance
Experience
Allstate Financial Services, LLC   May 1998 - Present

Skills
Training, Insurance, Management, Life Insurance, Coaching, Leadership, Fixed Annuities, Risk Management, Team Building, Call Centers, Retirement Planning, Process Improvement, Financial Services, Customer Service, Underwriting, Employee Benefits

Education
University of Nebraska-Lincoln   1996 — 2001
Nutrition Science

Steven Stulmaker Steven Stulmaker Albany, New York Area Details
Steven Stulmaker's Allstate Financial Services, LLC Experience August 2015 - Present
Job Financial Specialist at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   August 2015 - Present
RBC Wealth Management  May 2008 - June 2015

Skills
Finance, Public Speaking, Management, Nonprofits, Strategic Planning, Community Outreach, Fundraising, Event Planning, Social Media, Marketing

Education
Syracuse University
Bachelor’s Degree, Finance and Law and Public Policy

Karen Rubeiz Karen Rubeiz Lincoln, Nebraska Area Details
Karen Rubeiz's Allstate Financial Services, LLC Experience May 1994 - November 2014
Job Training Specialist
Industry Insurance
Experience
KRUBE Photography   June 1988 - Present
Allstate Financial Services, LLC   May 1994 - November 2014

Skills
Customer Service, Microsoft Office, Training, Insurance, Process Improvement, Leadership, PowerPoint, Public Speaking, Microsoft Excel, Coaching

Education
University of Nebraska-Lincoln
Bachelor of Science, Recreation and Park Management

Elizabeth J (Liz) Schneider Elizabeth J (Liz) Schneider Lincoln, Nebraska Details
Elizabeth J (Liz) Schneider's Allstate Financial Services, LLC Experience July 2008 - May 2014
Job Manager at Dell Insurance Solutions
Industry Insurance
Experience
Dell Insurance Solutions   June 2015 - Present
Dell Insurance Solutions   October 2014 - May 2015
Nelnet  June 2014 - October 2014
Allstate Financial Services, LLC   July 2008 - May 2014
Allstate Property & Casualty - Allstate Insurance   March 2004 - July 2008
Lincoln Benefit Life - Allstate Financial   July 1996 - March 2004

Skills
Workflow Management, Business Coaching, Staff Development, Customer Service, Mentoring, Talent Management, Sports Coaching, Communication Skills, Diversity Training, Fish Philosophy, Research, Microsoft Excel, Volunteering, Microsoft Word, Outlook, English, Microsoft Office, Windows, PowerPoint, Training, Leadership, Process Improvement, Performance Management, Human Resources, Change Management, Coaching, Team Building, Insurance, Business Process, Teamwork, Hiring, Call Centers, Life Insurance, Management, Risk Management, Financial Services, Business Analysis

Education
University of Nebraska-Lincoln   1984 — 1990
Bachelor of Arts (B.A.), Sociology

Lincoln Southeast High School   1981 — 1984
Diploma, General Studies

Lefler

Darrell Baylor Darrell Baylor Anderson, Indiana Details
Darrell Baylor's Allstate Financial Services, LLC Experience April 2002 - August 2008
Job Baylor and Associates,Inc.
Industry Real Estate
Experience
Baylor & Associates, Inc.   June 2013 - Present
Baylor and Associates Inc.   1987 - Present
Allstate Financial Services, LLC   April 2002 - August 2008
Associates Finanical Services.Inc   1965 - 1995

Skills
Sellers, Short Sales, First Time Home Buyers, Real Estate, Investment Properties, Foreclosures, Buyer Representation, Single Family Homes, Relocation, REO, Condos, Listings, Residential Homes, New Home Sales, Investors, Referrals, Property Management, Rentals, Townhomes, Selling, Brokerage, FHA, Small Business, Customer Service, Leadership Development, Nonprofits, Team Building

Education
University of Louisville

Steven Manikowski Steven Manikowski Buffalo/Niagara, New York Area Details
Steven Manikowski's Allstate Financial Services, LLC Experience May 2014 - Present
Job Unit Field Trainer at Bankers Life
Industry Financial Services
Experience
Bankers Life  June 2014 - Present
Allstate Financial Services, LLC   May 2014 - Present
Combined Life   January 2011 - December 2012
Morgan Stanley Wealth Management  January 2010 - January 2011
John Hancock  January 2007 - January 2010
MetLife  January 2006 - January 2007
Colonial Supplemental Insurance/Paul Revere   January 2005 - January 2006
AXA Advisors LLC  January 2001 - January 2004
HSBC Bank  January 1999 - January 2001
Ingram Micro  January 1995 - January 1999

Skills
Strategic Financial..., Insurance, Series 7, Portfolio Management, Investments, Equities, Asset Managment, Financial Modeling, Fixed Income, Series 63, Financial Analysis, Mutual Funds, Financial Services, Leadership, Management, Employee Benefits, 401k, Retirement Planning, Disability Insurance, Life Insurance

Education
St. Bonaventure University   1992 — 1995
Master of Business Administration, Finance/Accounting

Syracuse University - Martin J. Whitman School of Management   1984 — 1988
BS, Finance

Rob Frisina Rob Frisina Greater New York City Area Details
Rob Frisina's Allstate Financial Services, LLC Experience February 2008 - Present
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   February 2008 - Present

Skills
Fixed Annuities, IRAs, Retirement, Mutual Funds, Life Insurance, Wealth Accumulation, 529 Plans, Disability Insurance, Wealth Management, Term Life Insurance, Insurance, Long-term Care, Financial Planning, Property & Casualty..., Commercial Insurance, Employee Benefits, Whole Life, General Insurance, Health Insurance

Education
Stony Brook University

Sasha Roberts Sasha Roberts Greater Philadelphia Area Details
Sasha Roberts's Allstate Financial Services, LLC Experience June 2014 - Present
Job Financial Services Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   June 2014 - Present
Allstate Financial Services, LLC   2014 - 2014
Reliance First Capital  November 2010 - September 2011

Skills
Banking, Financial Analysis, Loans, Credit, Finance, Mortgage Banking, Loan Origination, Customer Service, Residential Mortgages

Education
Temple University - Fox School of Business and Management   2000 — 2004
Bachelor of Science (B.S.), Sports and Recreation Management

Philadelphia High School for Girls'   1996 — 2000
High School Diploma, College Prep

Diana Montigney Diana Montigney Greater Chicago Area Details
Diana Montigney's Allstate Financial Services, LLC Experience January 1989 - August 2002
Job
Industry Insurance
Experience
Allstate Financial Services, LLC   January 1989 - August 2002
KPMG US  October 1984 - December 1988
Allstate Life Insurance Company  July 1982 - October 1984

Education
Society Of Actuaries   1979 — 1988
FSA, Life Insurance

University of Illinois at Urbana-Champaign   1978 — 1982
Bachelor of Applied Science (B.A.Sc.), Actuarial Science

AJ Friesen AJ Friesen Lincoln, Nebraska Details
AJ Friesen's Allstate Financial Services, LLC Experience September 2014 - Present
Job Licensing Associate at Allstate Financial Services, LLC
Industry Information Technology and Services
Experience
Allstate Financial Services, LLC   September 2014 - Present
support.com  February 2014 - September 2014
Dell Services  September 2010 - September 2013

Skills
Information Technology, Active Directory, Troubleshooting, Communication, Customer Service, Wireless Networking, Engineering, Patience, Training, Documentations, Microsoft Word, Outlook, Windows 7, Microsoft Office, Facebook, Editing, Proofreading, Research, Citrix, OPAS, Technical Support

Education
University of Nebraska at Kearney   2001 — 2008
Bachelor's degree, General Studies Emphasis English & Social Sciences

University of Nebraska at Kearney   2001 — 2008
Bachelor's degree, English Language and Literature, General

Adam Kalbasz Adam Kalbasz Lincoln, Nebraska Details
Adam Kalbasz's Allstate Financial Services, LLC Experience July 2000 - Present
Job Systems Analyst Sr. Technician at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   July 2000 - Present
Hi-Tech Homes   January 2003 - December 2009

Skills
Software Design, Software Development, Large Systems..., Home Automation, Enterprise Software, Residential Construction, Commercial Construction, Life Insurance

Education
University of Nebraska-Lincoln   1996 — 2003
Bachelor's degree, Management of Information Systems

Scott Wingfield Scott Wingfield Erie, Colorado Details
Scott Wingfield's Allstate Financial Services, LLC Experience September 2013 - October 2014
Job Branch Manager at Summit Bank and Trust
Industry Financial Services
Experience
Summit Bank and Trust  October 2014 - Present
Allstate Financial Services, LLC   September 2013 - October 2014
US Bank  2002 - August 2013

Skills
Loans, Banking, Credit, Consumer Lending, Small Business Lending, Retail Banking, Mortgage Lending, Commercial Banking, Commercial Lending, Credit Analysis, Loan Origination, Cross Selling, Portfolio Management, Mortgage Banking, Lines Of Credit, Branch Banking, Risk Management, Relationship Management, Underwriting, Branch Management

Education
University of Colorado Boulder
Bachelor's degree, Economics Minor in Business

Brad Berka Brad Berka Lincoln, Nebraska Details
Brad Berka's Allstate Financial Services, LLC Experience November 2011 - Present
Job Reinsurance Sr. Policy/Documentation Specialist at Allstate Financial
Industry Financial Services
Experience
Allstate Financial Services, LLC   November 2011 - Present
Allstate Financial Services, LLC   May 2000 - November 2011
Quebecor World France  October 1996 - November 1999

Skills
SharePoint, Customer Service, Software Documentation, Microsoft Office

Education
University of Nebraska-Lincoln
Bachelor's degree, Social Sciences

Kim Steinhausen Kim Steinhausen Lincoln, Nebraska Details
Kim Steinhausen's Allstate Financial Services, LLC Experience June 1996 - Present
Job Consultant Life Underwriter at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   June 1996 - Present

Education
University of Nebraska-Lincoln
Business Administration

Pope John Central Catholic
High School

DJ Kohlhaase DJ Kohlhaase Omaha, Nebraska Details
DJ Kohlhaase's Allstate Financial Services, LLC Experience January 2011 - September 2013
Job Actuarial Associate at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha  October 2013 - Present
Allstate Financial Services, LLC   January 2011 - September 2013
Lincoln Benefit Life  May 2010 - December 2010

Education
University of Nebraska-Lincoln   2006 — 2010
Bachelor of Business Administration (BBA), Actuarial Science

Rex Shreve Rex Shreve United States Details
Rex Shreve's Allstate Financial Services, LLC Experience November 1992 - Present
Job Owner at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   November 1992 - Present

Skills
Fixed Annuities, Retirement Planning, Small Business, Life Insurance, Insurance, Term Life Insurance, Retirement, Investments, Long-term Care, Disability Insurance, Estate Planning, Financial Planning, IRAs, Wealth Management, Entrepreneurship

Education
The Defiance College   1973 — 1977

Gil Vela Gil Vela Fort Worth, Texas Details
Gil Vela's Allstate Financial Services, LLC Experience April 2013 - Present
Job Technical Reviewer at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   April 2013 - Present

Skills
Technical Writing, Content Management, Web Content Management, Software Documentation, User Experience, SharePoint, Analysis

Education
Texas A&M University   1983 — 1987
Bachelor of Business Administration (BBA), Business Administration, Management and Operations

Brandon Binder Brandon Binder Saint Paul, Minnesota Details
Brandon Binder's Allstate Financial Services, LLC Experience July 2013 - Present
Job Licensed Sales Producer at Allstate Financial Services, LLC
Industry Financial Services
Experience
Aerotek  January 2015 - Present
Allstate Financial Services, LLC   July 2013 - Present
Maple Grove Energy Hockey Team   November 2012 - Present
Lakeville Hockey Association-LHA   September 2012 - February 2013
Cartridge World Midwest   May 2009 - May 2010

Skills
Property & Casualty..., Leadership, Customer Service, Team Building, Coaching, Marketing, Customer Retention, Social Media, Outlook

Education
University of Minnesota-Duluth   2008 — 2012
Bachelor of Applied Science (BASc), Education

Lakeville South High School   2005 — 2008

Crystal Tolliver Crystal Tolliver Akron, Ohio Details
Crystal Tolliver's Allstate Financial Services, LLC Experience July 2012 - Present
Job Inside Property Claims Adjuster
Industry Financial Services
Experience
Allstate Financial Services, LLC   July 2012 - Present

Skills
Customer Service, Sales, Leadership, Insurance, Microsoft Office, Microsoft Excel, Risk Management, Investments, Financial Analysis, Finance

Education
The University of Akron

Linda DiNunzio Linda DiNunzio Louisville, Ohio Details
Linda DiNunzio's Allstate Financial Services, LLC Experience November 1997 - Present
Job Insurance Agent at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   November 1997 - Present

Skills
Life Insurance, Customer Service, Sales, Investments, Retirement Planning, Risk Management, Fixed Annuities, Financial Planning, Underwriting, Disability Insurance

Education
The University of Akron   1984 — 1989

Alita H. Collier Alita H. Collier Washington D.C. Metro Area Details
Alita H. Collier's Allstate Financial Services, LLC Experience August 2004 - Present
Job Senior Accounts Manager at Allstate Financial Services, LLC
Industry
Experience
Allstate Financial Services, LLC   August 2004 - Present

Education
University of Maryland School of Law   1985 — 1998
Bachelor of Science (BS) Juris Doctorate (JD)

The Ohio State University   1968 — 1971
Political Science and Government

Terry Arnall Terry Arnall Wheeling, Illinois Details
Terry Arnall's Allstate Financial Services, LLC Experience September 2006 - Present
Job Retired from Allsttate
Industry Insurance
Experience
Allstate Financial Services, LLC   September 2006 - Present
Allstate Insurance Co.  September 2006 - Present
Allstate Insurance Company  1984 - Present

Skills
Training, Construction, Leadership, Policy, Claim, Change Management, Team Building, Risk Management, Team Leadership, Management, Insurance, Performance Management, Analysis, Claims Management, Commercial Insurance, General Insurance, Process Improvement, Property, Liability, Casualty Insurance

Education
The University of New Mexico   1977 — 1982
Bachelor's degree, Business Administration and Management, General

Kaitlin Reiss Kaitlin Reiss Lincoln, Nebraska Details
Kaitlin Reiss's Allstate Financial Services, LLC Experience December 2013 - May 2015
Job Actuarial Intern at Lincoln Financial Group
Industry
Experience
Lincoln Financial Group  May 2015 - Present
Allstate Financial Services, LLC   December 2013 - May 2015
Cada, Cada, Hoffman, & Jewson   May 2011 - December 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Microsoft Access, VBA, Communication, Actuarial Science, Insurance

Education
University of Nebraska-Lincoln   2012 — 2016
Bachelor of Business Administration (BBA), Actuarial Science, Senior

David McEver David McEver Macon, Georgia Details
David McEver's Allstate Financial Services, LLC Experience October 1989 - Present
Job retired at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC   October 1989 - Present
Allstate  October 1989 - January 2013
David McEver Agency   October 1989 - January 2013

Skills
Fixed Annuities, Underwriting, Retirement Planning, Term Life Insurance, Commercial Insurance, Disability Insurance, General Insurance, Process Improvement, Customer Service, Health Insurance, Risk Management

Education
Middle GeorgiaCollege Cochran Ga
AA

The University of Georgia
BSED

Katherine Post Katherine Post Madison, Wisconsin Details
Katherine Post's Allstate Financial Services, LLC Experience September 2002 - September 2007
Job Higher Education Professional
Industry Higher Education
Experience
Texas A&M University-Commerce  September 2012 - December 2013
Texas A&M University-Commerce  May 2013 - August 2013
Texas A&M University-Commerce  October 2010 - September 2012
Allstate Financial Services, LLC   September 2002 - September 2007
Woodlands Academy  August 2000 - June 2002

Education
Texas A&M University-Commerce   2011 — 2013
Master of Science (M.S.), Higher Education/Higher Education Administration

University of Wisconsin-Stevens Point   1995 — 1999
Bachelor of Science (B.S.), History

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