Allstate Financial Services, LLC
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Allstate Financial Services, LLC Employees
Allstate Financial Services, LLC November 2014 - Present
State Farm September 2012 - October 2014
State Farm Insurance July 2007 - September 2012
State Farm Insurance August 2004 - July 2007
Skills
Insurance, Property, Life Insurance, Underwriting, Liability, Casualty, Term Life Insurance, Long-term Care, Whole Life, Universal Life
Education
University of Northern Colorado 2000 — 2004
Bachelor of Science, Business Management
Allstate August 1999 - Present
Allstate Financial Services, LLC 1999 - Present
ERA Humphrey Realty Group September 2008 - May 2015
Fastax October 1993 - July 2004
Skills
Recruiting, Marketing, Property & Casualty..., Life Insurance, Insurance, Commercial Insurance, Term Life Insurance, Fixed Annuities, Casualty, Disability Insurance, Health Insurance, Long-term Care, General Insurance, Workers Compensation, Legal Liability, Employee Benefits, Underwriting, Liability, Umbrella Insurance, Agents
Education
University of North Carolina at Chapel Hill 1990 — 1992
Bachelor of Arts, Political Science
Lenoir Community College 1988 — 1990
Associate in Arts
Allstate Financial Services, LLC 2012 - Present
CSAA Insurance Group 2009 - August 2012
Wallis and Wallis Insurance Brokers July 1997 - July 2009
Skills
Help people make great...
Education
University of San Francisco 1988 — 1998
Bachelor of Science (B.S.), Organization Behavior/Management
Condie College 1984 — 1986
Computer Science
SunTrust Bank September 2013 - Present
Allstate Financial Services, LLC December 2012 - September 2013
Wells Fargo Advisors January 2007 - December 2012
Alltel Wireless January 2005 - January 2007
Skills
Banking, Mortgage Lending, Consumer Lending, Small Business Lending, Investments, Relationship Management, Building Relationships, Credit, Credit Management, Credit Scoring, Life Insurance, Small Business, Finance, Lines Of Credit, Loans, Loan Origination, Cross Selling, Home Equity Lines of..., Retail Banking, Financial Services, Series 63, Series 6, Refinance, Deposits, Securities, Private Banking, Credit Cards, IRAs, Wealth, Home Equity Loans, Fixed Annuities, Mutual Funds, Wealth Management
Education
University of South Carolina-Columbia 1992 — 1996
Bachelor of Arts (B.A.), Communication and Media Studies
Allstate Financial Services, LLC 2004 - Present
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Insurance, PowerPoint, Budgets, Life Insurance, Event Planning, Risk Management
Education
University of Phoenix 2011 — 2014
Working on MBA, Business Administration and Management, General
Allstate Financial Services, LLC March 2014 - Present
Allstate Financial Services, LLC July 2012 - March 2014
State Farm Insurance April 2009 - January 2012
Oklahoma Heart Institute November 2003 - April 2009
MGMA 2008 - 2008
Riverside Medical Center January 2001 - November 2003
Physician Management Group July 1999 - December 2000
Skills
Mutual Funds, Variable Annuities, Variable Life, Life Insurance, Fixed Annuities, Insurance, Health Insurance, Long-term Care, Disability Insurance, Commercial Insurance, Liability, Workers Compensation, General Insurance, Property & Casualty..., Universal Life, Whole Life, IRAs, Permanent Life Insurance, Series 6, Licensed Life, Roth IRA, Series 63, Licensed Property, 401k Rollovers, Retirement Savings, College Savings Plans, Indexed Annuities, 529 Plans, Simple IRA, Guaranteed Lifetime..., Qualified Retirement..., Key Person Insurance, Annuity Sales, 401k, Buy-sell Agreements, Licensed Life Insurance..., Securities, FINRA, Traditional IRA, Income Protection, Investment Strategies, Asset Allocation, Asset Protection, Saving for Education, Financial Services, Problem Solving
Education
University of New Orleans 2000 — 2002
MBA
Allstate Financial Services, LLC January 2013 - Present
AT&T September 2004 - January 2013
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Insurance, Term Life Insurance, Retirement, Disability Insurance, Property & Casualty..., IRAs, Mutual Funds, Long-term Care, Finance, Sales
Education
University of Phoenix 2001 — 2007
M.B.A, FINANCE AND ACCOUNTING
Allstate Financial Services, LLC December 1997 - Present
Allstate - Hages Agency 1997 - Present
Skills
Retirement Planning, Retirement, Term Life Insurance, Life Insurance, Disability Insurance, Whole Life, Long-term Care, Insurance, Health Insurance, Financial Services, Homeowners, 401k, Critical Illness, Customer Service, Sales, Public Speaking, Team Building
Education
University of New Orleans 1980 — 1984
Hotel Restaurant Tourism
Riverdale High School 1976 — 1980
Allstate Financial Services, LLC May 2015 - Present
Allstate Financial Services, LLC February 2015 - Present
Prudential Insurance Company of America January 2014 - February 2015
The Prudential Insurance Company of America, Newark, NJ May 2011 - February 2015
Etcetera (Casuals Etcetera, Inc) 2004 - 2008
Pembroke Resources 1996 - 1997
Laughlin/Constable 1994 - 1996
Waggener Edstrom 1990 - 1993
Skills
Public Relations, Marketing Strategy, Event Planning, Marketing, Meeting Planning, Product Marketing, Sales, Leadership, Management, Press Releases, B2B, Sales Management, Strategic Planning, Social Media Marketing, Account Management, Marketing Management, Direct Sales, New Business Development, Small Business, Budgets, Marketing Communications, Social Media, Fundraising, Business Development, Insurance, Financial Services, Salesforce.com, Retail, Customer Service, Merchandising, Trade Shows, Team Building, Recruiting, Team Leadership, Training, Coaching, Lead Generation, Leadership Development, Retirement Planning
Education
University of Oregon 1985 — 1989
B.S., Journalism - Public Relations
Mercer Island High School 1982 — 1985
High School Diploma
Sheppard Insurance & Financial, LLC March 2004 - Present
Allstate Financial Services, LLC 2004 - Present
Skills
Insurance, Team Building, Risk Management, Strategic Planning, Customer Service, Customer Relations, Business Planning, Problem Solving, Compliance, Sales Management, New Business Development, Coaching, Annuities, Mentoring, Business Management, Account Management, General Insurance, Management Consulting, Business Strategy, Competitive Analysis, Recruiting, Fixed Annuities, Finance, Marketing, Life Insurance, Management
Education
University of San Diego 1992 — 1996
Philosophy-Political and Legal Theory
OneAmerica 2008 - Present
Allstate Financial Services, LLC April 2005 - June 2008
Transamerica June 2003 - July 2004
SunAmerica Financial Group January 1997 - August 2002
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement, 401k, Retirement Planning, Series 63, Mutual Funds, Variable Annuities, Series 7, Long Term Care Insurance, Financial Services, Employee Benefits, Finance, Financial Advisory, Series 6, IRAs, FINRA, Portfolio Management, Long-term Care, Series 65
Education
University of Southern California 1990 — 1993
Bachelor of Science (B.S.), Business Administration and Management, Finance
Capital Financial Management Group, LLC March 2014 - Present
Hanson McClain November 2013 - March 2014
VALIC August 2013 - November 2013
Allstate Financial Services, LLC March 2013 - August 2013
Capital Financial Management Group, LLC February 2002 - February 2013
US Army June 1989 - January 2002
Skills
Financial Planning, Solution Design, Personal Planning, Estate Planning, Management, Financial Planners, Business, 401k, Marketing, Recruiting, Customer Service, Financial Services, Small Business, Strategic Planning, Long-term Care, Business Planning, Insurance, Financial Analysis, Leadership, Team Building, Management Consulting, Business Development, Government, Strategic Financial..., Finance
Education
University of Phoenix 2010 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.7
University of Phoenix 2006 — 2010
BSB/F, Business Finance, 3.03
Allstate Financial Services, LLC January 2013 - Present
Skills
Life Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Insurance, Property, Umbrella Insurance, Commercial Insurance, Homeowners, Renters, Retirement Planning, Universal Life, Property, Sales, Series 6, Customer Service, IRAs, Property & Casualty...
Education
University of Phoenix 2010 — 2012
Financial services, Financial Planning and Services
Boeing Employees Flying Association June 2012 - Present
Allstate Financial Services, LLC January 2012 - Present
Education
University of Pennsylvania 2003 — 2007
Bachelor of Science (BS), Economics
Allstate Financial Services, LLC January 2011 - Present
Education
John Curtis Christian High School 1979 — 1984
University of New Orleans
Allstate Financial Services, LLC April 2012 - Present
Allstate Insurance / Danny Wilson Allstate Agency November 2011 - April 2012
Allstate Insurance Agency November 2008 - November 2011
UPS August 1986 - October 2011
Skills
Insurance, Customer Service, Microsoft Word, Negotiation, Life Insurance, Property & Casualty..., New Business Development, English, Microsoft Office, Microsoft Excel, PowerPoint, Strategic Planning, Budgets, Management, Sales, Leadership, Training, Coaching, Process Improvement, Team Leadership
Education
University of New Orleans 1982 — 1988
Psychology/Sociology, Sociology
St. Augustine High School 1978 — 1982
High School Diploma, College Preparatory
It Works Global May 2015 - Present
Allstate Financial Services, LLC 2011 - 2013
Clarins Group November 2005 - November 2009
Skills
Customer Service, Microsoft Office, Microsoft Excel, Leadership, Sales, Insurance, Risk Management, Microsoft Word, Investments, PowerPoint
Education
University of Phoenix 2008 — 2010
Associate of Arts (A.A.), Health/Health Care Administration/Management
Direct General Corporation August 2013 - Present
Allstate Financial Services, LLC April 2012 - Present
Walgreens March 2008 - September 2010
American Income Life Insurance Company February 2004 - March 2006
Skills
Sales, Direct Sales, Customer Service, Customer Retention, Creativity, Creative Problem Solving, Risk Analysis
Education
University of Phoenix 2012 — 2016
Bachelor's degree, Marketing
University of Phoenix 2012 — 2014
Gurganus Insurance Agency July 1999 - Present
Allstate Financial Services, LLC March 2013 - Present
Skills
Personal Financial..., Underwriting, Life Insurance, Umbrella Insurance, Health Insurance, Disability Insurance, General Insurance, Casualty, Customer Service, Sales, Account Management, Sales Management, Risk Management, Marketing, Team Building, Whole Life, Strategic Planning, Retirement Planning, Microsoft Excel, Microsoft Office, Marketing Strategy, Customer Satisfaction, Fixed Annuities, Series 6, Series 63, Variable Annuities, Renters, Universal Life, Marine Insurance, Casualty Insurance
Education
University of South Carolina Upstate
Allstate Financial Services, LLC 1994 - Present
Skills
New Business Development, Risk Management, Strategic Planning, Team Building, Customer Service, Small Business, Fixed Annuities, Variable Annuities, Life Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Insurance, Health Insurance, Employee Benefits, Underwriting, Property & Casualty..., Leadership, Commercial Insurance, Sales, General Insurance, Long-term Care
Education
University of Rhode Island 1977 — 1982
Business, Management, Marketing, and Related Support Services
Allstate Financial Services, LLC September 2005 - Present
Ackley Financial Group / AFG Advisors December 2002 - August 2005
Harris Financial Group / HFG Advisors October 2001 - December 2002
Glazer's Distributors June 1995 - October 2001
Cox Sterile Products April 1992 - May 1995
Skills
IRAs, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Life Insurance, Long-term Care, 401k, Estate Planning, Disability Insurance, Finance, 401k Rollovers, Insurance, Term Life Insurance, Variable Annuities, Long Term Care Insurance, 529 Plans, SEP IRA, Financial Services, Pensions, Financial Planners, Asset Allocation, Investment Strategies, Investments, Investment Advisory, Series 63, Strategic Financial..., Financial Planning
Education
Highland Park High School
University of North Texas
Financial Planning Certificate Program
Allstate Financial Services, LLC June 2007 - Present
Education
University of Oregon 1984 — 1986
Allstate Financial Services, LLC October 2007 - Present
Allstate Financial October 2004 - October 2007
Lincoln Benefit Life 2000 - 2005
Allstate March 2000 - October 2004
Education
Home Study 2008 — 2009
N/A, Language - Spanish
University of Phoenix 2005 — 2007
Bachelor's, Business Admin
Allstate May 2013 - Present
Allstate Financial Services, LLC September 2009 - May 2013
Merrill Lynch 2007 - 2009
Fidelity Investments March 2004 - October 2007
Skills
Insurance, Property & Casualty..., Commercial Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Variable Annuities, IRAs, Mutual Funds, Disability Insurance, Long Term Care Insurance, Health Insurance, Risk Management, Wealth Management, Investments, Series 7, Strategic Financial...
Education
University of North Texas
Bachelor of Business Administration, Finance
University of North Texas
Bachelor of Business Administration, Real Estate
University of North Texas
Bachelor of Business Administration, Risk Management & Insurance
Guardian / Pacific Advisors May 2015 - Present
Allstate Financial Services LLC July 2008 - October 2014
New York Life Insurance Company October 2002 - June 2008
3Com June 1996 - August 2001
Skills
Fixed Annuities, Small Business, Term Life Insurance, Life Insurance, Long-term Care, Retirement Planning, Disability Insurance, Retirement, IRAs, Insurance, Estate Planning, Investments, Strategic Financial..., Property & Casualty..., Homeowners
Education
University of Phoenix 2000 — 2002
Bachelor's degree, Business Administration and Management, General
Sunset High School
Diploma
Allstate Financial Services, LLC
Skills
Insurance
Education
University of North Carolina at Wilmington
Allstate Financial Services, LLC July 2013 - Present
United Community Bank 2002 - 2005
United Community Bank 2002 - 2005
Skills
Microsoft Excel, Leadership, Microsoft Office, Process Improvement, Team Building, Public Speaking, Budgets
Education
University of North Texas 1978 — 1981
BBA, Banking, Corporate, Finance, and Securities Law
Allstate Financial Services, LLC Sr. Service RepAllstateJanuary 1996 - Present
Skills
Customer Service, Customer Relations, Insurance, Risk Management, Call Centers, Sales, Leadership, Investments, Microsoft Excel, Life Insurance, Process Improvement, Customer Retention
Education
University of Phoenix 2013 — 2015
Master of Business Administration (M.B.A.), Business, 3.7