Ameritas Investment Corp.
Description
Address: 390 N Cotner Blvd, Lincoln, NE 68505Website: Category: : : Phone: Place name: : : : : Hours: Website: https://www.ameritas.com/wps/wcm/connect/corp/aic-invest/investments-and-financial-planning Category: Corporate office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd phone number Unable to add this file. Please check that it is a valid photo. Add business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Ameritas Investment Corp Posting publicly on the Web Write a review Reviews Be the first to review
Ameritas Investment Corp. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ameritas Investment Corp.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Ameritas Investment Corp. Salaries. You can even request information on how much does Ameritas Investment Corp. pay if you want to. Learn about salaries, pros and cons of working for Ameritas Investment Corp. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
154 Ameritas Investment Corp. employees in database. Find out everything there's to know about Ameritas Investment Corp. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Ameritas Investment Corp. Employees
Employee
Years
Job
Industry
Maria Sherffius Maria Sherffius's Ameritas Investment Corp. Experience June 2000 - Present
Job
Industry Financial Services
Experience
Ameritas Investment Corp. June 2000 - Present
Skills
Financial Services, Risk Management, Financial Risk
Education
Doane College-Lincoln Grand Island and Master
Bachelor's degree, Public Administration
Ameritas Investment Corp. June 2000 - Present
Skills
Financial Services, Risk Management, Financial Risk
Education
Doane College-Lincoln Grand Island and Master
Bachelor's degree, Public Administration
Adam Bettis, AIF® Adam Bettis, AIF®'s Ameritas Investment Corp. Experience July 2014 - Present
Job Vice President at Tax Favored Benefits Inc.
Industry Financial Services
Experience
Tax Favored Benefits Inc. July 2014 - Present
Ameritas Investment Corp. July 2014 - Present
Ameritas Investment Corp. July 2014 - Present
Frontier Wealth Management January 2013 - July 2014
LPL Financial 2007 - 2013
INTRUST Bank 2005 - 2013
Skills
Retirement Plan..., Qualified Retirement..., 401k, Accredited Investment..., ERISA, Series 7, Series 65, Series 63, Retirement, Wealth Management, Financial Services, Alternative Investments, Securities, Estate Planning, Asset Managment, Municipal Bonds, Fixed Income Strategies, Insurance, ETFs, Asset Management, Sales Management, Banking
Education
University of Kansas 2002 — 2006
Economics
Maize Senior High School
Tax Favored Benefits Inc. July 2014 - Present
Ameritas Investment Corp. July 2014 - Present
Ameritas Investment Corp. July 2014 - Present
Frontier Wealth Management January 2013 - July 2014
LPL Financial 2007 - 2013
INTRUST Bank 2005 - 2013
Skills
Retirement Plan..., Qualified Retirement..., 401k, Accredited Investment..., ERISA, Series 7, Series 65, Series 63, Retirement, Wealth Management, Financial Services, Alternative Investments, Securities, Estate Planning, Asset Managment, Municipal Bonds, Fixed Income Strategies, Insurance, ETFs, Asset Management, Sales Management, Banking
Education
University of Kansas 2002 — 2006
Economics
Maize Senior High School
Sara Andres's Ameritas Investment Corp. Experience May 2012 - July 2013
Job Chief Compliance Officer at Capital One Investing
Industry Financial Services
Experience
Capital One Investing August 2013 - Present
Ameritas Investment Corp. May 2012 - July 2013
TD Ameritrade October 1997 - April 2012
Education
University of Nebraska-Lincoln
Capital One Investing August 2013 - Present
Ameritas Investment Corp. May 2012 - July 2013
TD Ameritrade October 1997 - April 2012
Education
University of Nebraska-Lincoln
Christopher Cinelli, CFP Christopher Cinelli, CFP's Ameritas Investment Corp. Experience July 2010 - July 2012
Job Certified Financial Planner at Orchestral Financial Group Inc.
Industry Financial Services
Experience
Orchestral Financial Group Inc. July 2012 - Present
Ameritas Investment Corp. July 2010 - July 2012
AXA Advisors September 2004 - July 2010
Education
State University of New York at Albany 2000 — 2004
Bachelor's Degree, Business with a concentration in Finance, Cum Laude
City Honors School 1993 — 2000
Regents, College Prep
Orchestral Financial Group Inc. July 2012 - Present
Ameritas Investment Corp. July 2010 - July 2012
AXA Advisors September 2004 - July 2010
Education
State University of New York at Albany 2000 — 2004
Bachelor's Degree, Business with a concentration in Finance, Cum Laude
City Honors School 1993 — 2000
Regents, College Prep
Jeff Coil Jeff Coil's Ameritas Investment Corp. Experience April 2011 - August 2013
Job Marketing Ninja
Industry Marketing and Advertising
Experience
Ninja Marketing Solutions November 2011 - Present
River Country Chamber of Commerce of Newaygo County January 2010 - Present
Creative Financial Partners April 2011 - August 2013
Ameritas Investment Corp. April 2011 - August 2013
VantagePointe Financial October 2008 - April 2011
ING Financial Partners April 2007 - December 2008
Graybar Electric 2000 - 2008
Skills
Annuities, Long Term Care, IRA's, Disability Insurance, Roth IRA, Mutual Funds, Insurance, Key Person Insurance, 401k, Savings, Retirement Planning, Retirement, Term Life Insurance, SEP, Group Benefits, Wealth Accumulation, Critical Illness, Universal Life, Whole Life, Profit Sharing, Defined Benefit, Annuity, Rollovers, Mortgage Protection, Fixed Annuities, Deferred Compensation, Wealth Management, Income Protection, Marketing Strategy, Direct Marketing, Email Marketing, Email Marketing Software
Education
Ferris State University 1970 — 1973
Ninja Marketing Solutions November 2011 - Present
River Country Chamber of Commerce of Newaygo County January 2010 - Present
Creative Financial Partners April 2011 - August 2013
Ameritas Investment Corp. April 2011 - August 2013
VantagePointe Financial October 2008 - April 2011
ING Financial Partners April 2007 - December 2008
Graybar Electric 2000 - 2008
Skills
Annuities, Long Term Care, IRA's, Disability Insurance, Roth IRA, Mutual Funds, Insurance, Key Person Insurance, 401k, Savings, Retirement Planning, Retirement, Term Life Insurance, SEP, Group Benefits, Wealth Accumulation, Critical Illness, Universal Life, Whole Life, Profit Sharing, Defined Benefit, Annuity, Rollovers, Mortgage Protection, Fixed Annuities, Deferred Compensation, Wealth Management, Income Protection, Marketing Strategy, Direct Marketing, Email Marketing, Email Marketing Software
Education
Ferris State University 1970 — 1973
Rhonda Harris's Ameritas Investment Corp. Experience February 2005 - March 2011
Job Office Administrative Supervisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. July 2014 - Present
Dell Services October 2012 - July 2014
Principal Financial Group September 2011 - August 2012
Ameritas Investment Corp. February 2005 - March 2011
Morgan Stanley (formerly Smith Barney) June 2000 - November 2004
Skills
Financial Services, Customer Service, Investments, Securities, Mutual Funds, Series 7, Series 66, FINRA, Securities Compliance, Asset Managment, IRAs, Strategic Financial..., Retirement Planning, 457 Plans, 403(b) Plans, 401(k) Plans, Equities, Equity Indexed Annuities, Corporate Bonds, Municipal Bonds, Organization, Variable Annuities
Education
Southeast Community College 1992 — 1995
Business Administration - Investment Management, 3.674 GPA
Robert W. Baird & Co. July 2014 - Present
Dell Services October 2012 - July 2014
Principal Financial Group September 2011 - August 2012
Ameritas Investment Corp. February 2005 - March 2011
Morgan Stanley (formerly Smith Barney) June 2000 - November 2004
Skills
Financial Services, Customer Service, Investments, Securities, Mutual Funds, Series 7, Series 66, FINRA, Securities Compliance, Asset Managment, IRAs, Strategic Financial..., Retirement Planning, 457 Plans, 403(b) Plans, 401(k) Plans, Equities, Equity Indexed Annuities, Corporate Bonds, Municipal Bonds, Organization, Variable Annuities
Education
Southeast Community College 1992 — 1995
Business Administration - Investment Management, 3.674 GPA
Steven E. Kudlacek Steven E. Kudlacek's Ameritas Investment Corp. Experience January 2013 - June 2014
Job Consultant
Industry Information Technology and Services
Experience
Bank of Oklahoma August 2014 - Present
DaVinci Group, Inc. March 2009 - Present
Ameritas Investment Corp. January 2013 - June 2014
RemitPro March 2009 - June 2012
First National Bank of Omaha January 2007 - March 2009
First National Bank of Omaha January 2004 - January 2007
PayPal April 2001 - September 2003
Financial Continuum (QA3.com) January 1999 - February 2001
Skills
Process Improvement, Sales Engineering, Team Building, Business Strategy, Leadership, Negotiation, Analysis, Vendor Management, Strategic Planning, Business Analysis, Project Management, Program Management, Risk Management, Executive Management, Team Leadership, Agile Methodologies, Business Intelligence, SDLC, Banking, Product Management, Change Management, PMP, Payments, Analytics, Software Project..., Cross-functional Team..., Management, Business Process..., Operations Management, Financial Services, Management Consulting, Start-ups, Strategy, Information Technology, IT Strategy, Consulting, Process Engineering, Financial Analysis, Financial Modeling, IT Management, Project Planning, PMO, Scrum, Product Development, Six Sigma, Cloud Computing, Budgets, Forecasting, Agile Project Management, Electronic Payments
Education
University of Nebraska at Omaha 1990 — 1995
BA, Psychology
Project Management Institute 2003 — 2003
PMP Certification, Project Management
The George Washington University
Advanced Masters, Project Management
Daniel J. Gross 1981 — 1986
Bank of Oklahoma August 2014 - Present
DaVinci Group, Inc. March 2009 - Present
Ameritas Investment Corp. January 2013 - June 2014
RemitPro March 2009 - June 2012
First National Bank of Omaha January 2007 - March 2009
First National Bank of Omaha January 2004 - January 2007
PayPal April 2001 - September 2003
Financial Continuum (QA3.com) January 1999 - February 2001
Skills
Process Improvement, Sales Engineering, Team Building, Business Strategy, Leadership, Negotiation, Analysis, Vendor Management, Strategic Planning, Business Analysis, Project Management, Program Management, Risk Management, Executive Management, Team Leadership, Agile Methodologies, Business Intelligence, SDLC, Banking, Product Management, Change Management, PMP, Payments, Analytics, Software Project..., Cross-functional Team..., Management, Business Process..., Operations Management, Financial Services, Management Consulting, Start-ups, Strategy, Information Technology, IT Strategy, Consulting, Process Engineering, Financial Analysis, Financial Modeling, IT Management, Project Planning, PMO, Scrum, Product Development, Six Sigma, Cloud Computing, Budgets, Forecasting, Agile Project Management, Electronic Payments
Education
University of Nebraska at Omaha 1990 — 1995
BA, Psychology
Project Management Institute 2003 — 2003
PMP Certification, Project Management
The George Washington University
Advanced Masters, Project Management
Daniel J. Gross 1981 — 1986
Kylie Friedrich Kylie Friedrich's Ameritas Investment Corp. Experience February 2014 - June 2014
Job Custom Sports
Industry Graphic Design
Experience
Custom Sports February 2015 - Present
Affiliated Foods Midwest June 2014 - February 2015
Ameritas Investment Corp. February 2014 - June 2014
Faith Regional Health Services January 2014 - June 2014
University of Nebraska-Lincoln January 2010 - December 2013
Nebraska Family Council February 2013 - May 2013
FairPlay Golf Course May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Adobe Creative Suite, Marketing, Facebook, Advertising, Event Management, Graphic Design, InDesign, Social Media Marketing
Education
University of Nebraska-Lincoln 2008 — 2013
Advertising
Custom Sports February 2015 - Present
Affiliated Foods Midwest June 2014 - February 2015
Ameritas Investment Corp. February 2014 - June 2014
Faith Regional Health Services January 2014 - June 2014
University of Nebraska-Lincoln January 2010 - December 2013
Nebraska Family Council February 2013 - May 2013
FairPlay Golf Course May 2010 - August 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Adobe Creative Suite, Marketing, Facebook, Advertising, Event Management, Graphic Design, InDesign, Social Media Marketing
Education
University of Nebraska-Lincoln 2008 — 2013
Advertising
Jim Callens Jim Callens's Ameritas Investment Corp. Experience 2003 - September 2011
Job Financial Advisor at Goodkind, Lalchandani, Hankin and Callens Financial Services.
Industry Investment Management
Experience
GLH&C Financial Services August 2011 - Present
Callens Financial Group January 2004 - November 2011
Ameritas Investment Corp 2003 - September 2011
GE Financial June 1989 - November 2003
Skills
Retirement, Strategic Financial..., Wealth Management, Retirement Planning, Disability Insurance, 401k, Finance, IRAs, Financial Advisory, Life Insurance, Financial Services, Small Business, 401k Rollovers, Employee Benefits, Investment Management, Fixed Annuities, Long-term Care, Mutual Funds, Insurance
Education
University of California, Davis 2002 — 2005
Certificate - Personal Financial Planning
Bellarmine College Preparatory 1966 — 1970
GLH&C Financial Services August 2011 - Present
Callens Financial Group January 2004 - November 2011
Ameritas Investment Corp 2003 - September 2011
GE Financial June 1989 - November 2003
Skills
Retirement, Strategic Financial..., Wealth Management, Retirement Planning, Disability Insurance, 401k, Finance, IRAs, Financial Advisory, Life Insurance, Financial Services, Small Business, 401k Rollovers, Employee Benefits, Investment Management, Fixed Annuities, Long-term Care, Mutual Funds, Insurance
Education
University of California, Davis 2002 — 2005
Certificate - Personal Financial Planning
Bellarmine College Preparatory 1966 — 1970
Shannon Berry Shannon Berry's Ameritas Investment Corp. Experience April 2008 - July 2011
Job Empowering the best financial advisors in the industry to touch more lives and help more people
Industry Investment Management
Experience
Ameritas Life Insurance July 2011 - Present
Ameritas Investment Corp April 2008 - July 2011
UNIFI Retirement Plans 2007 - 2008
Ameritas Investment 1998 - 2007
Ameritas Variable Life Insurance Company 2000 - 2005
Skills
Securities, Investments, FINRA, Fixed Annuities, Retirement Planning, Financial Services, Retirement, Mutual Funds, Disability Insurance, Life Insurance, 401k, Financial Planning, Series 7, Wealth Management, Long-term Care, Term Life Insurance, Series 63, Sales
Education
Bellevue University 2000 — 2001
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Schuyler Central High School 1985 — 1989
High School
Schuyler Central High School 1985 — 1989
Ameritas Life Insurance July 2011 - Present
Ameritas Investment Corp April 2008 - July 2011
UNIFI Retirement Plans 2007 - 2008
Ameritas Investment 1998 - 2007
Ameritas Variable Life Insurance Company 2000 - 2005
Skills
Securities, Investments, FINRA, Fixed Annuities, Retirement Planning, Financial Services, Retirement, Mutual Funds, Disability Insurance, Life Insurance, 401k, Financial Planning, Series 7, Wealth Management, Long-term Care, Term Life Insurance, Series 63, Sales
Education
Bellevue University 2000 — 2001
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Schuyler Central High School 1985 — 1989
High School
Schuyler Central High School 1985 — 1989
Thilanka Perera's Ameritas Investment Corp. Experience January 2012 - May 2014
Job Data Analyst, Salesforce.com at Blackboard
Industry Information Technology and Services
Experience
Blackboard June 2014 - Present
Ameritas Investment Corp. January 2012 - May 2014
Royal College Alumni Association of Washington D.C. October 2008 - March 2014
Ameritas Investment Corp. February 2011 - December 2011
University of Maryland August 2010 - February 2011
Skills
Requirements Analysis, Project Management, Salesforce.com, Business Analysis, System Administration, SQL, Testing, Microsoft Office, Data Analysis, Visio, Management, Project Coordination, Systems Analysis, Software Project..., Technical Support, SDLC, Visual Basic, MS Project, Albridge, Lotus Notes, Outlook, Caesar, DST Vision, WebEx, Strategic Planning, Programming, Leadership, Networking, Wordpress, Advisor Central, Bomgar, MS Office Suite, Eloqua
Education
University of Maryland University College 2014 — 2016
Master of Science (MS), Cyber Security
University of Maryland - Robert H. Smith School of Business 2010 — 2011
Bachelor of Science, Information Systems
Montgomery College 2008 — 2009
Information Systems
Royal College, Colombo 7, Sri Lanka
High School Diploma
Blackboard June 2014 - Present
Ameritas Investment Corp. January 2012 - May 2014
Royal College Alumni Association of Washington D.C. October 2008 - March 2014
Ameritas Investment Corp. February 2011 - December 2011
University of Maryland August 2010 - February 2011
Skills
Requirements Analysis, Project Management, Salesforce.com, Business Analysis, System Administration, SQL, Testing, Microsoft Office, Data Analysis, Visio, Management, Project Coordination, Systems Analysis, Software Project..., Technical Support, SDLC, Visual Basic, MS Project, Albridge, Lotus Notes, Outlook, Caesar, DST Vision, WebEx, Strategic Planning, Programming, Leadership, Networking, Wordpress, Advisor Central, Bomgar, MS Office Suite, Eloqua
Education
University of Maryland University College 2014 — 2016
Master of Science (MS), Cyber Security
University of Maryland - Robert H. Smith School of Business 2010 — 2011
Bachelor of Science, Information Systems
Montgomery College 2008 — 2009
Information Systems
Royal College, Colombo 7, Sri Lanka
High School Diploma
Justin Hochstein, J.D. Justin Hochstein, J.D.'s Ameritas Investment Corp. Experience October 2013 - Present
Job Providing Strategic Legal and Financial Planning
Industry Financial Services
Experience
Hochstein Strategic Legal Planning May 2014 - Present
Ameritas Financial Group August 2013 - Present
US Army May 2005 - Present
Ameritas Investment Corp. October 2013 - Present
Skills
Army, Military Operations, Entrepreneurship, Business Planning, Strategic Financial..., Financial Planning, Estate Planning, Analysis, Insurance, Finance, Retirement Planning, Investments, Customer Service, Financial Services, Public Speaking
Education
University of Nebraska College of Law 2010 — 2013
Doctor of Law (JD)
Creighton University 2005 — 2009
Bachelor's degree, Finance & Management
Army Logistics University
Logistics
Norfolk Catholic High School
Hochstein Strategic Legal Planning May 2014 - Present
Ameritas Financial Group August 2013 - Present
US Army May 2005 - Present
Ameritas Investment Corp. October 2013 - Present
Skills
Army, Military Operations, Entrepreneurship, Business Planning, Strategic Financial..., Financial Planning, Estate Planning, Analysis, Insurance, Finance, Retirement Planning, Investments, Customer Service, Financial Services, Public Speaking
Education
University of Nebraska College of Law 2010 — 2013
Doctor of Law (JD)
Creighton University 2005 — 2009
Bachelor's degree, Finance & Management
Army Logistics University
Logistics
Norfolk Catholic High School
Garrett German, CFP Garrett German, CFP's Ameritas Investment Corp. Experience July 2006 - Present
Job Managing Partner at 20/20 Financial Advisers, LLC
Industry Financial Services
Experience
20/20 Financial Advisers, LLC February 2014 - Present
Ameritas Investment Corp. July 2006 - Present
Valley Financial Group August 1999 - January 2014
Carillon Investments July 2002 - June 2006
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Financial Advisory, Portfolio Management, Investment Strategies, Insurance, Wealth Management, Wealth Accumulation, Small Business, Tax, High Net Worth..., Securities, Mutual Funds, Fixed Annuities, Series 7, Series 63
Education
Fresno Pacific University 1997 — 1999
Bachelor of Science (BS), Business Administration with an emphasis in Finance
20/20 Financial Advisers, LLC February 2014 - Present
Ameritas Investment Corp. July 2006 - Present
Valley Financial Group August 1999 - January 2014
Carillon Investments July 2002 - June 2006
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Financial Advisory, Portfolio Management, Investment Strategies, Insurance, Wealth Management, Wealth Accumulation, Small Business, Tax, High Net Worth..., Securities, Mutual Funds, Fixed Annuities, Series 7, Series 63
Education
Fresno Pacific University 1997 — 1999
Bachelor of Science (BS), Business Administration with an emphasis in Finance
Scott Lloyd Scott Lloyd's Ameritas Investment Corp. Experience September 2012 - Present
Job Partnering with You to Navigate all 360° of Your Financial Future
Industry Financial Services
Experience
Ameritas Investment Corp. September 2012 - Present
Matters On Tomorrow September 2008 - Present
Bair Investments June 2003 - September 2012
Senator Mike Johanns February 2009 - August 2012
State of Nebraska February 2008 - February 2009
Best Buy July 2005 - June 2008
U.S. Department of State March 2007 - June 2007
National Water Resource Association February 2007 - May 2007
Education
Nebraska Wesleyan University 2004 — 2008
B.S. Political Science
Kwansei Gakuin University 2006 — 2007
Ameritas Investment Corp. September 2012 - Present
Matters On Tomorrow September 2008 - Present
Bair Investments June 2003 - September 2012
Senator Mike Johanns February 2009 - August 2012
State of Nebraska February 2008 - February 2009
Best Buy July 2005 - June 2008
U.S. Department of State March 2007 - June 2007
National Water Resource Association February 2007 - May 2007
Education
Nebraska Wesleyan University 2004 — 2008
B.S. Political Science
Kwansei Gakuin University 2006 — 2007
Trisha Lamblin Trisha Lamblin's Ameritas Investment Corp. Experience April 2013 - May 2014
Job Secretary II at Nebraska Department of Health and Human Services
Industry Consumer Services
Experience
Nebraska Department of Health and Human Services May 2014 - Present
Ameritas Investment Corp. April 2013 - May 2014
Cabela's September 2012 - July 2013
Allied Insurance January 2010 - September 2012
Bryan, Katt & Associates December 2010 - May 2011
Skills
Call Centers, Telecommunications, Customer Service, Unified Communications, VoIP, Keying, Accurate Data Entry, Receptionist Duties, Telephone Skills, 10 Key, Filing
Education
Southeast Community College 2008 — 2010
Associate's degree, Office Professional
Nebraska Department of Health and Human Services May 2014 - Present
Ameritas Investment Corp. April 2013 - May 2014
Cabela's September 2012 - July 2013
Allied Insurance January 2010 - September 2012
Bryan, Katt & Associates December 2010 - May 2011
Skills
Call Centers, Telecommunications, Customer Service, Unified Communications, VoIP, Keying, Accurate Data Entry, Receptionist Duties, Telephone Skills, 10 Key, Filing
Education
Southeast Community College 2008 — 2010
Associate's degree, Office Professional
David Wentz's Ameritas Investment Corp. Experience September 2006 - Present
Job President at Tax Favored Benefits
Industry Financial Services
Experience
Tax Favored Benefits June 1989 - Present
Ameritas Investment Corp. September 2006 - Present
Ameritas Investment Corp. September 2006 - Present
Skills
Securites Series 6, 63..., 401k
Education
University of Kansas
Bechelor of Arts
University of Kansas School of Law
Doctor of Law (J.D.)
Tax Favored Benefits June 1989 - Present
Ameritas Investment Corp. September 2006 - Present
Ameritas Investment Corp. September 2006 - Present
Skills
Securites Series 6, 63..., 401k
Education
University of Kansas
Bechelor of Arts
University of Kansas School of Law
Doctor of Law (J.D.)
Will Wittler Will Wittler's Ameritas Investment Corp. Experience January 2009 - Present
Job Financial Advisor at Ameritas Investment Corp.
Industry Investment Management
Experience
Don Wittler & Will Wittler of Ameritas Investment Corp. April 2015 - Present
Ameritas Investment Corp. January 2009 - Present
Ameritas Financial Center January 2009 - March 2015
Arbor Bank December 2005 - January 2009
Cozad State Bank & Trust Co. May 1999 - December 2005
Skills
Portfolio Management, Securities, Investments, Financial Services, Retirement Planning, Life Insurance, Finance, Wealth Management, Mutual Funds, Series 7, Banking, Investment Advisory, Disability Insurance, Strategic Financial..., FINRA, Investment Strategies, Financial Planners, IRAs, 401k Rollovers, Fixed Annuities, Financial Advisory, 401k, Asset Allocation, Retirement, Financial Planning, Insurance Planning
Education
University of Nebraska-Lincoln 1995 — 1999
Bachelor of Science in Agricultural Science & Natural Resources, Agribusiness & Agricultural Economics
Nemaha Valley High School 1991 — 1995
Don Wittler & Will Wittler of Ameritas Investment Corp. April 2015 - Present
Ameritas Investment Corp. January 2009 - Present
Ameritas Financial Center January 2009 - March 2015
Arbor Bank December 2005 - January 2009
Cozad State Bank & Trust Co. May 1999 - December 2005
Skills
Portfolio Management, Securities, Investments, Financial Services, Retirement Planning, Life Insurance, Finance, Wealth Management, Mutual Funds, Series 7, Banking, Investment Advisory, Disability Insurance, Strategic Financial..., FINRA, Investment Strategies, Financial Planners, IRAs, 401k Rollovers, Fixed Annuities, Financial Advisory, 401k, Asset Allocation, Retirement, Financial Planning, Insurance Planning
Education
University of Nebraska-Lincoln 1995 — 1999
Bachelor of Science in Agricultural Science & Natural Resources, Agribusiness & Agricultural Economics
Nemaha Valley High School 1991 — 1995
Derek Cockrell - Wealth Mgt & Employee Benefit Derek Cockrell - Wealth Mgt & Employee Benefit's Ameritas Investment Corp. Experience 1996 - Present
Job Owner, Contemporary Benefits, LLC
Industry Financial Services
Experience
Contemporary Benefits, LLC November 1996 - Present
Ameritas Investment Corp. 1996 - Present
Skills
Investments, Securities, Retirement, Financial Planning, Wealth Management, Employee Benefits, Wealth, Asset, Retirement Planning, Long Term Care, Annuities, Disability Insurance, IRA's, Insurance, Group Benefits, Mutual Funds, Health Insurance, Pensions, Series 7, Asset Management, Alternative Investments, Portfolio Management, Strategic Financial..., Fixed Annuities, Life Insurance, Financial Planners, 401k, IRAs, Long-term Care, FINRA
Education
Eastern New Mexico University 1991 — 1996
BBA, Human Resource Management and Business Administration
Melrose High School 1987 — 1989
HS Diploma
Contemporary Benefits, LLC November 1996 - Present
Ameritas Investment Corp. 1996 - Present
Skills
Investments, Securities, Retirement, Financial Planning, Wealth Management, Employee Benefits, Wealth, Asset, Retirement Planning, Long Term Care, Annuities, Disability Insurance, IRA's, Insurance, Group Benefits, Mutual Funds, Health Insurance, Pensions, Series 7, Asset Management, Alternative Investments, Portfolio Management, Strategic Financial..., Fixed Annuities, Life Insurance, Financial Planners, 401k, IRAs, Long-term Care, FINRA
Education
Eastern New Mexico University 1991 — 1996
BBA, Human Resource Management and Business Administration
Melrose High School 1987 — 1989
HS Diploma
Todd J. Moore Todd J. Moore's Ameritas Investment Corp. Experience December 2007 - December 2010
Job Principal Examiner at Financial Industry Regulatory Authority
Industry Investment Management
Experience
Financial Industry Regulatory Authority July 2012 - Present
H&R Block December 2008 - April 2014
RedStone Wealth Management February 1999 - July 2012
Ameritas Investment Corp. December 2007 - December 2010
Premier Bank August 1997 - October 1998
Skills
Financial Planners, Risk Management, CIPP, Certified Information..., Series 7, Investments, Estate Planning, Securities, Insurance, Mutual Funds, Finance, Financial Planning, Asset Management, Tax, Financial Analysis
Education
Westminster College (MO) 1993 — 1997
International Business
MidAmerica Nazarene University
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Financial Industry Regulatory Authority July 2012 - Present
H&R Block December 2008 - April 2014
RedStone Wealth Management February 1999 - July 2012
Ameritas Investment Corp. December 2007 - December 2010
Premier Bank August 1997 - October 1998
Skills
Financial Planners, Risk Management, CIPP, Certified Information..., Series 7, Investments, Estate Planning, Securities, Insurance, Mutual Funds, Finance, Financial Planning, Asset Management, Tax, Financial Analysis
Education
Westminster College (MO) 1993 — 1997
International Business
MidAmerica Nazarene University
Bachelor of Arts (B.A.), Business Administration, Management and Operations
Sara Sussman Bohlayer Sara Sussman Bohlayer's Ameritas Investment Corp. Experience January 2010 - April 2010
Job Senior Administrator, Clinical and Corporate Contracts at University of Maryland, Baltimore
Industry Higher Education
Experience
University of Maryland, Baltimore April 2012 - Present
Funk & Bolton, P.A. November 2011 - April 2012
Jay L. Liner, Esq. August 2011 - November 2011
University of Baltimore Community Development Clinic January 2011 - May 2011
University of Baltimore School of Law September 2010 - May 2011
The Johns Hopkins Health System September 2010 - December 2010
Council, Baradel, Kosmerl & Nolan, P.A. May 2010 - August 2010
Ameritas Investment Corp. January 2010 - April 2010
Whiteford, Taylor & Preston May 2009 - August 2009
Skills
Legal Research, Legal Writing, Contract Negotiation, Contract Management, Compliance, Clinical Trials, Clinical Research, Intellectual Property..., Westlaw, Corporate Law, Intellectual Property, Research
Education
University of Baltimore School of Law 2008 — 2011
JD
Towson University 2004 — 2008
BA, History, International Studies, French
L'Institut Catholique de Paris 2007 — 2007
Completed all coursework in French: studied French language, history, and business.
Garnet Valley High School 2000 — 2004
University of Maryland, Baltimore April 2012 - Present
Funk & Bolton, P.A. November 2011 - April 2012
Jay L. Liner, Esq. August 2011 - November 2011
University of Baltimore Community Development Clinic January 2011 - May 2011
University of Baltimore School of Law September 2010 - May 2011
The Johns Hopkins Health System September 2010 - December 2010
Council, Baradel, Kosmerl & Nolan, P.A. May 2010 - August 2010
Ameritas Investment Corp. January 2010 - April 2010
Whiteford, Taylor & Preston May 2009 - August 2009
Skills
Legal Research, Legal Writing, Contract Negotiation, Contract Management, Compliance, Clinical Trials, Clinical Research, Intellectual Property..., Westlaw, Corporate Law, Intellectual Property, Research
Education
University of Baltimore School of Law 2008 — 2011
JD
Towson University 2004 — 2008
BA, History, International Studies, French
L'Institut Catholique de Paris 2007 — 2007
Completed all coursework in French: studied French language, history, and business.
Garnet Valley High School 2000 — 2004
Jeffrey Jaskol Jeffrey Jaskol's Ameritas Investment Corp. Experience October 1998 - April 2010
Job Financial Strategist Business Succession Catalyst
Industry Financial Services
Experience
The Jaskol Group May 2010 - Present
TFS Securities, Inc. April 2010 - Present
The Jaskol Group September 1997 - Present
Ameritas Investment Corp. October 1998 - April 2010
Mid-Atlantic Companies April 1982 - September 1997
Skills
Succession Planning, Asset Protection, Financial Advisory, Wealth Management, Estate Planning, Strategic Planning, Insurance, Business Strategy, Public Speaking, Life Insurance, Finance, Strategic Financial..., Mergers & Acquisitions, Securities, Asset Management, Investment Strategies, Financial Services, Employee Benefits, Small Business, Financial Planners, Retirement Planning, High Net Worth...
Education
American College 2002 — 2004
M.S., Financial Services
University of Pennsylvania - The Wharton School 1978 — 1981
B.S., Entrepreneurial Management, Finance
University of Southern California 1977 — 1978
Willingboro High School 1973 — 1977
HS
The Jaskol Group May 2010 - Present
TFS Securities, Inc. April 2010 - Present
The Jaskol Group September 1997 - Present
Ameritas Investment Corp. October 1998 - April 2010
Mid-Atlantic Companies April 1982 - September 1997
Skills
Succession Planning, Asset Protection, Financial Advisory, Wealth Management, Estate Planning, Strategic Planning, Insurance, Business Strategy, Public Speaking, Life Insurance, Finance, Strategic Financial..., Mergers & Acquisitions, Securities, Asset Management, Investment Strategies, Financial Services, Employee Benefits, Small Business, Financial Planners, Retirement Planning, High Net Worth...
Education
American College 2002 — 2004
M.S., Financial Services
University of Pennsylvania - The Wharton School 1978 — 1981
B.S., Entrepreneurial Management, Finance
University of Southern California 1977 — 1978
Willingboro High School 1973 — 1977
HS
John Pittman John Pittman's Ameritas Investment Corp. Experience January 1998 - Present
Job Registered Principal, Financial Consultant at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. January 1998 - Present
Cenco Insurance June 1987 - Present
Skills
Investments, Insurance, Series 7, Securities, Disability Insurance, Retirement Planning, Fixed Annuities, Retirement, FINRA, Mutual Funds, 401k, Life Insurance, Series 63
Education
University of Arkansas at Fayetteville 1976 — 1977
Masters, Business Administration
Kansas State University 1972 — 1976
Bachelor of Science, Business Administration
Ameritas Investment Corp. January 1998 - Present
Cenco Insurance June 1987 - Present
Skills
Investments, Insurance, Series 7, Securities, Disability Insurance, Retirement Planning, Fixed Annuities, Retirement, FINRA, Mutual Funds, 401k, Life Insurance, Series 63
Education
University of Arkansas at Fayetteville 1976 — 1977
Masters, Business Administration
Kansas State University 1972 — 1976
Bachelor of Science, Business Administration
Jace Champlin Jace Champlin's Ameritas Investment Corp. Experience January 2013 - Present
Job Senior Partner at RCA Wealth Strategies
Industry Financial Services
Experience
Ameritas Investment Corp. January 2013 - Present
The Retirement Store January 2013 - Present
New England Financial April 2008 - December 2012
Skills
Personal Financial..., Retirement Benefits, Retirement Planning, Retirement Savings, Investment Management, College Savings Plans, Savings Accounts, Life Insurance, Disability Insurance, Long Term Care Insurance, Mutual Funds, Saving for Education, Wealth Preservation..., Investments, 401k, Investment Advisory..., Financial Planners, Estate Planning, Protection, Wealth Management..., Roth IRA, Financial Advisory, Qualified Retirement..., Wealth, Uniform Combined State..., Securities, Financial Goals, Series 63, Investment Advisory, Series 7, Fixed Annuities, Series 6, Long-term Care, Variable Annuities, Series 65, Income Protection, 529 Plans, Wealth Accumulation, Retirement Plan..., 401k Rollovers, Strategic Financial..., Wealth Management, Certified Financial..., Asset Protection, FINRA, Finance, Retirement, IRAs, Asset Allocation, Investment Strategies
Education
The American College 2010 — 2013
Working on Chartered Financial Consultant (ChFC) Designation, Financial Planning and Services
Northwest Missouri State University 2003 — 2007
Bachelor of Science (BS), Finance and Financial Management Services
Ameritas Investment Corp. January 2013 - Present
The Retirement Store January 2013 - Present
New England Financial April 2008 - December 2012
Skills
Personal Financial..., Retirement Benefits, Retirement Planning, Retirement Savings, Investment Management, College Savings Plans, Savings Accounts, Life Insurance, Disability Insurance, Long Term Care Insurance, Mutual Funds, Saving for Education, Wealth Preservation..., Investments, 401k, Investment Advisory..., Financial Planners, Estate Planning, Protection, Wealth Management..., Roth IRA, Financial Advisory, Qualified Retirement..., Wealth, Uniform Combined State..., Securities, Financial Goals, Series 63, Investment Advisory, Series 7, Fixed Annuities, Series 6, Long-term Care, Variable Annuities, Series 65, Income Protection, 529 Plans, Wealth Accumulation, Retirement Plan..., 401k Rollovers, Strategic Financial..., Wealth Management, Certified Financial..., Asset Protection, FINRA, Finance, Retirement, IRAs, Asset Allocation, Investment Strategies
Education
The American College 2010 — 2013
Working on Chartered Financial Consultant (ChFC) Designation, Financial Planning and Services
Northwest Missouri State University 2003 — 2007
Bachelor of Science (BS), Finance and Financial Management Services
Kevin Grunawalt, CFP's Ameritas Investment Corp. Experience 1987 - Present
Job Helping successful families and small businesses keep more of what they earn.
Industry Financial Services
Experience
20/20 Financial Advisers, LLC of Michiana January 2014 - Present
Grunawalt Financial Corp. May 1987 - Present
Ameritas Investment Corp. 1987 - Present
Skills
Wealth Management, Retirement Planning, Investment Advisory, Retirement, Investments, Fixed Annuities, Financial Advisory, Estate Planning, Strategic Financial..., Business Strategy, 401k, Alternative Investments, ETFs, Series 7, Investment Strategies, Mutual Funds, Financial Planners, IRAs, Series 63, Asset Management, 401k Rollovers, Personal Financial..., Wealth Management..., Certified Financial..., High Net Worth..., Retirement Plan...
Education
College for Financial Planning 2004 — 2004
Certified Financial Planner, Financial Planning and Services
Purdue University 1982 — 1987
Bachelor of Science (B.S.), Financial Planning And Counseling
20/20 Financial Advisers, LLC of Michiana January 2014 - Present
Grunawalt Financial Corp. May 1987 - Present
Ameritas Investment Corp. 1987 - Present
Skills
Wealth Management, Retirement Planning, Investment Advisory, Retirement, Investments, Fixed Annuities, Financial Advisory, Estate Planning, Strategic Financial..., Business Strategy, 401k, Alternative Investments, ETFs, Series 7, Investment Strategies, Mutual Funds, Financial Planners, IRAs, Series 63, Asset Management, 401k Rollovers, Personal Financial..., Wealth Management..., Certified Financial..., High Net Worth..., Retirement Plan...
Education
College for Financial Planning 2004 — 2004
Certified Financial Planner, Financial Planning and Services
Purdue University 1982 — 1987
Bachelor of Science (B.S.), Financial Planning And Counseling
Chad Cartier Chad Cartier's Ameritas Investment Corp. Experience January 2011 - Present
Job President/Founder Pillar Plan Financial Independent Financial Planning Firm
Industry Financial Services
Experience
Pillar Plan Financial, LLC January 2011 - Present
Ameritas Investment Corp. January 2011 - Present
Charter Oak Insurance and Financial Services December 2007 - August 2010
Skills
Retirement Planning, Investments, College planning, Fixed Annuities, Retirement, Estate Planning, Disability Insurance, Wealth Management, Life Insurance, Strategic Financial..., Securities, Long-term Care, Insurance, Equities, Financial Services, Educational Consulting, Asset Allocation, Series 6, Series 65, Series 63, Series 7, Finance, Financial Planning
Education
Quinnipiac University 2003 — 2007
B.S., Finance Major, Economics Minor
Quinnipiac University - School of Business 2003 — 2007
Finance, Finance Major and Economics Minor
Quinnipiac University - School of Business 2003 — 2007
Finance, Finance Major and Economics Minor
Pillar Plan Financial, LLC January 2011 - Present
Ameritas Investment Corp. January 2011 - Present
Charter Oak Insurance and Financial Services December 2007 - August 2010
Skills
Retirement Planning, Investments, College planning, Fixed Annuities, Retirement, Estate Planning, Disability Insurance, Wealth Management, Life Insurance, Strategic Financial..., Securities, Long-term Care, Insurance, Equities, Financial Services, Educational Consulting, Asset Allocation, Series 6, Series 65, Series 63, Series 7, Finance, Financial Planning
Education
Quinnipiac University 2003 — 2007
B.S., Finance Major, Economics Minor
Quinnipiac University - School of Business 2003 — 2007
Finance, Finance Major and Economics Minor
Quinnipiac University - School of Business 2003 — 2007
Finance, Finance Major and Economics Minor
Stephanie Bonebright Stephanie Bonebright's Ameritas Investment Corp. Experience May 2008 - September 2009
Job Program Manager Ufi Private Loans at Nelnet
Industry Financial Services
Experience
Nelnet July 2015 - Present
IBM July 2014 - July 2015
IBM May 2011 - July 2015
Word for Word July 2006 - November 2012
State Farm Insurance October 2009 - May 2011
Ameritas Investment Corp. May 2008 - September 2009
Pinnacle Bank May 2005 - June 2008
Education
University of Nebraska-Lincoln 2005 — 2009
Bachelor of Science (B.S.), Business Administration
Nelnet July 2015 - Present
IBM July 2014 - July 2015
IBM May 2011 - July 2015
Word for Word July 2006 - November 2012
State Farm Insurance October 2009 - May 2011
Ameritas Investment Corp. May 2008 - September 2009
Pinnacle Bank May 2005 - June 2008
Education
University of Nebraska-Lincoln 2005 — 2009
Bachelor of Science (B.S.), Business Administration
Stephanie (Schellpeper) Novotny Stephanie (Schellpeper) Novotny's Ameritas Investment Corp. Experience May 2011 - January 2012
Job MMDT Participant Consultant at Federated Investors, Inc.
Industry Financial Services
Experience
Federated Investors, Inc. February 2013 - Present
Ameritas Investment Corp. May 2011 - January 2012
Ameritas Investment Corp. May 2011 - January 2012
Midlands Financial Benefits January 2011 - May 2011
Skills
Customer Service, PowerPoint, Marketing, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Leadership, Social Networking, Research, Time Management
Education
University of Nebraska-Lincoln 2007 — 2011
Bachelor of Science (B.S.), Major: Marketing
University of Oxford 2010 — 2010
British Political and International Economic Policy; International Economics and Business
Federated Investors, Inc. February 2013 - Present
Ameritas Investment Corp. May 2011 - January 2012
Ameritas Investment Corp. May 2011 - January 2012
Midlands Financial Benefits January 2011 - May 2011
Skills
Customer Service, PowerPoint, Marketing, Microsoft Excel, Microsoft Word, Social Media, Public Speaking, Leadership, Social Networking, Research, Time Management
Education
University of Nebraska-Lincoln 2007 — 2011
Bachelor of Science (B.S.), Major: Marketing
University of Oxford 2010 — 2010
British Political and International Economic Policy; International Economics and Business
Frank Hennessey, ChFC's Ameritas Investment Corp. Experience January 1993 - Present
Job Tax reduction strategies & wealth management for business owners and executives.
Industry Financial Services
Experience
Premier Planning Group, Inc. January 1993 - Present
Plan of PA 2004 - Present
Ameritas Investment Corp. January 1993 - Present
Independent Financial Advisor 1988 - 1993
Skills
Estate Planning, Tax, Business Strategy, Start-up Ventures, Retirement Planning, Private Companies, Funding, Executive Pay, Marketing Strategy, Investments
Education
Ursinus College
Bachelor of Arts, Economics / Business Administration
The American College
ChFC, Chartered Financial Consultant
Cardinal O'Hara High School
Graduate
Premier Planning Group, Inc. January 1993 - Present
Plan of PA 2004 - Present
Ameritas Investment Corp. January 1993 - Present
Independent Financial Advisor 1988 - 1993
Skills
Estate Planning, Tax, Business Strategy, Start-up Ventures, Retirement Planning, Private Companies, Funding, Executive Pay, Marketing Strategy, Investments
Education
Ursinus College
Bachelor of Arts, Economics / Business Administration
The American College
ChFC, Chartered Financial Consultant
Cardinal O'Hara High School
Graduate
Eric Ojeda, LUTCF, ACS Eric Ojeda, LUTCF, ACS's Ameritas Investment Corp. Experience December 1998 - Present
Job Internal Marketing Sales Consultant at Ameritas
Industry Insurance
Experience
Ameritas May 2006 - Present
Ameritas Investment Corp December 1998 - Present
Ameritas June 2006 - May 2009
Bank of the West August 2005 - June 2006
Perot Systems May 2004 - August 2005
Ameritas December 1998 - May 2004
Skills
Mutual Funds, DI, Insurance, Annuities, Annuity, Securities, Investments, Loans, Banking, AIC, Retirement Planning, Financial Planning, Retirement, Mortgage, Strategic Financial..., Fixed Annuities
Education
Doane College 2013 — 2015
Bachelor's degree, Marketing, 4.0
The American College 2010 — 2011
LUTCF, Insurance and Marketing
Southeast Community College 1996 — 1997
Associates Degree, Business Administration/Marketing
Pius X 1990 — 1994
Ameritas May 2006 - Present
Ameritas Investment Corp December 1998 - Present
Ameritas June 2006 - May 2009
Bank of the West August 2005 - June 2006
Perot Systems May 2004 - August 2005
Ameritas December 1998 - May 2004
Skills
Mutual Funds, DI, Insurance, Annuities, Annuity, Securities, Investments, Loans, Banking, AIC, Retirement Planning, Financial Planning, Retirement, Mortgage, Strategic Financial..., Fixed Annuities
Education
Doane College 2013 — 2015
Bachelor's degree, Marketing, 4.0
The American College 2010 — 2011
LUTCF, Insurance and Marketing
Southeast Community College 1996 — 1997
Associates Degree, Business Administration/Marketing
Pius X 1990 — 1994
Deidre Cadwell Deidre Cadwell's Ameritas Investment Corp. Experience April 1996 - Present
Job VP Operations at Ameritas Investment Corp
Industry Financial Services
Experience
Ameritas Investment Corp April 1996 - Present
FirsTier Securities 1995 - 1996
Skills
Securities, Series 7, Series 24
Education
Southeast Community College
Ameritas Investment Corp April 1996 - Present
FirsTier Securities 1995 - 1996
Skills
Securities, Series 7, Series 24
Education
Southeast Community College
Tyler Mainquist Tyler Mainquist's Ameritas Investment Corp. Experience February 2014 - Present
Job Financial Advisor at Central Financial Services
Industry Financial Services
Experience
Central Financial Services February 2014 - Present
Ameritas Investment Corp. February 2014 - Present
Thrivent Financial 2009 - February 2014
UBS Financial Services 2007 - 2009
MDS Corporate 2004 - 2006
MDS Corporate 2002 - 2003
MDS Pharma Services 1997 - 2002
Harris Laboratories 1990 - 1997
Harris Technology Group 1985 - 1990
Education
The American College 2011 — 2014
Chartered Advisor in Philanthropy (CAP), Financial Planning and Services
University of Nebraska-Lincoln 1982 — 1987
BS, Computer Science
Central Financial Services February 2014 - Present
Ameritas Investment Corp. February 2014 - Present
Thrivent Financial 2009 - February 2014
UBS Financial Services 2007 - 2009
MDS Corporate 2004 - 2006
MDS Corporate 2002 - 2003
MDS Pharma Services 1997 - 2002
Harris Laboratories 1990 - 1997
Harris Technology Group 1985 - 1990
Education
The American College 2011 — 2014
Chartered Advisor in Philanthropy (CAP), Financial Planning and Services
University of Nebraska-Lincoln 1982 — 1987
BS, Computer Science
Brigitte Fisher Brigitte Fisher's Ameritas Investment Corp. Experience July 2013 - November 2014
Job Compliance Consultant at 1st Global
Industry Financial Services
Experience
1st Global March 2015 - Present
Ameritas Investment Corp. July 2013 - November 2014
World's Foremost Bank April 2011 - July 2013
Nebraska Department Of Justice January 2008 - April 2011
Johnson-Gilchrist Law Firm, PC August 2005 - December 2006
Morgan Stanley DW Inc. February 2001 - February 2002
Lewis Brisbois Bisgaard & Smith LLP June 1999 - December 2000
Royce, Grimm, Vranjes, McCormick & Graham July 1998 - June 1999
Law Offices of Charles P. Brown September 1995 - July 1998
Morey & Nicholas Law Firm November 1992 - August 1995
Skills
Securities Regulation, Securities License, Compliance, Policy Analysis, General Securities..., General Securities..., Registered Investment..., Legal Research, Legal Writing, Litigation, Legal Assistance, Westlaw, Civil Litigation, Banking, Microsoft Word, Microsoft Excel, Adobe Acrobat
Education
College of Saint Mary
Bachelor of Arts (B.A.), Paralegal Studies
Metropolitan Community College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
1st Global March 2015 - Present
Ameritas Investment Corp. July 2013 - November 2014
World's Foremost Bank April 2011 - July 2013
Nebraska Department Of Justice January 2008 - April 2011
Johnson-Gilchrist Law Firm, PC August 2005 - December 2006
Morgan Stanley DW Inc. February 2001 - February 2002
Lewis Brisbois Bisgaard & Smith LLP June 1999 - December 2000
Royce, Grimm, Vranjes, McCormick & Graham July 1998 - June 1999
Law Offices of Charles P. Brown September 1995 - July 1998
Morey & Nicholas Law Firm November 1992 - August 1995
Skills
Securities Regulation, Securities License, Compliance, Policy Analysis, General Securities..., General Securities..., Registered Investment..., Legal Research, Legal Writing, Litigation, Legal Assistance, Westlaw, Civil Litigation, Banking, Microsoft Word, Microsoft Excel, Adobe Acrobat
Education
College of Saint Mary
Bachelor of Arts (B.A.), Paralegal Studies
Metropolitan Community College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Steve Tunink Steve Tunink's Ameritas Investment Corp. Experience 2007 - Present
Job Managing Partner Ameritas Financial Services of WPA
Industry Financial Services
Experience
Ameritas Investment Corp. 2007 - Present
Ameritas Investment Corp 2000 - Present
Ameritas Financial Services of WPA 1994 - Present
Ameritas Investment Corp. 1986 - Present
Omaha Agency / Ameritas 1989 - 1993
Mutual of Omaha 1981 - 1986
Skills
Insurance, Investments, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Disability Insurance, Series 7
Education
FINRA Securities Licences
Series 6, 63, 7, 26, and 24, Securities Licences
The American College
LUTCF ( Life Underwriting Training Council Fellow ), Personal Insurance, Business Insurance & Benefits, Estate Planning, Ethics, Disability Insurance
Wayne State College
Bachelor's degree, Business Administration, Management and Operations
Ameritas Investment Corp. 2007 - Present
Ameritas Investment Corp 2000 - Present
Ameritas Financial Services of WPA 1994 - Present
Ameritas Investment Corp. 1986 - Present
Omaha Agency / Ameritas 1989 - 1993
Mutual of Omaha 1981 - 1986
Skills
Insurance, Investments, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Disability Insurance, Series 7
Education
FINRA Securities Licences
Series 6, 63, 7, 26, and 24, Securities Licences
The American College
LUTCF ( Life Underwriting Training Council Fellow ), Personal Insurance, Business Insurance & Benefits, Estate Planning, Ethics, Disability Insurance
Wayne State College
Bachelor's degree, Business Administration, Management and Operations
Jonathan Jarvis Jonathan Jarvis's Ameritas Investment Corp. Experience January 2006 - Present
Job I work with Financial Service professionals to help solve investment and practice managements issues.
Industry Financial Services
Experience
Ameritas Investment Corp. January 2006 - Present
Oak Hills Bank 2002 - 2005
FIS a Division of Western Southern April 2001 - September 2002
Fidelity Investments 1989 - 1996
Fidelity Investments 1989 - 1996
Skills
Practice Management, Sales, Team Building, Sales Growth, Case Analysis, Research, Training, Salesforce CRM, Building Relationships, Vendor Relationships, Video Conferencing, Portfolio Assessment, Reporting & Analysis, Cross Selling, Managed Portfolios, Retirement Planning, Commission Work, Professional..., Industry Meetings, Investments, Series 7, Retirement, Mutual Funds, Financial Advisory
Education
Miami University 1984 — 1989
Bachelor of Arts (B.A.), Public Administration/Political Science
Miami University 1984 — 1989
Bachelor's degree, Political Science and Government
Ameritas Investment Corp. January 2006 - Present
Oak Hills Bank 2002 - 2005
FIS a Division of Western Southern April 2001 - September 2002
Fidelity Investments 1989 - 1996
Fidelity Investments 1989 - 1996
Skills
Practice Management, Sales, Team Building, Sales Growth, Case Analysis, Research, Training, Salesforce CRM, Building Relationships, Vendor Relationships, Video Conferencing, Portfolio Assessment, Reporting & Analysis, Cross Selling, Managed Portfolios, Retirement Planning, Commission Work, Professional..., Industry Meetings, Investments, Series 7, Retirement, Mutual Funds, Financial Advisory
Education
Miami University 1984 — 1989
Bachelor of Arts (B.A.), Public Administration/Political Science
Miami University 1984 — 1989
Bachelor's degree, Political Science and Government
Jeff Perdue Jeff Perdue's Ameritas Investment Corp. Experience September 2004 - November 2005
Job Director of Asset Management at Jasper Stone Partners, Owner Active 180, Owner BlueStone Custom Builders, Broker
Industry Real Estate
Experience
BlueStone Custom Builders August 2013 - Present
Active 180 September 2014 - Present
Jasper Stone Management LLC February 2014 - Present
Jasper Stone Partners March 2012 - Present
First National Bank of Omaha January 2010 - March 2012
Investors Real Estate Trust July 2007 - January 2010
Northstar Financial Services October 2006 - June 2007
University of Phoenix December 2005 - September 2006
Ameritas Investment Corp September 2004 - November 2005
Skills
Forecasting, Analysis, Financial Modeling, Portfolio Management, Financial Analysis, Business Planning, Negotiation, Pricing, Project Management, Banking, Contract Negotiation, Finance, Due Diligence, Budgets, Accounting, Mergers & Acquisitions, Loans, Marketing, Asset Management, Commercial Real Estate, Valuation, Competitive Analysis, Customer Service, Management, Gymnastics, Credit, Investment Properties, Investments, Real Estate, Race Relations
Education
University of Nebraska at Omaha 2007 — 2010
MBA, Real Estate/Finance/Economics
University of Nebraska at Omaha 2007 — 2010
Minor, Economics
University of Nebraska-Lincoln 1999 — 2004
BSBA, Management
Millard South High School 1994 — 1999
Diploma, Business
BlueStone Custom Builders August 2013 - Present
Active 180 September 2014 - Present
Jasper Stone Management LLC February 2014 - Present
Jasper Stone Partners March 2012 - Present
First National Bank of Omaha January 2010 - March 2012
Investors Real Estate Trust July 2007 - January 2010
Northstar Financial Services October 2006 - June 2007
University of Phoenix December 2005 - September 2006
Ameritas Investment Corp September 2004 - November 2005
Skills
Forecasting, Analysis, Financial Modeling, Portfolio Management, Financial Analysis, Business Planning, Negotiation, Pricing, Project Management, Banking, Contract Negotiation, Finance, Due Diligence, Budgets, Accounting, Mergers & Acquisitions, Loans, Marketing, Asset Management, Commercial Real Estate, Valuation, Competitive Analysis, Customer Service, Management, Gymnastics, Credit, Investment Properties, Investments, Real Estate, Race Relations
Education
University of Nebraska at Omaha 2007 — 2010
MBA, Real Estate/Finance/Economics
University of Nebraska at Omaha 2007 — 2010
Minor, Economics
University of Nebraska-Lincoln 1999 — 2004
BSBA, Management
Millard South High School 1994 — 1999
Diploma, Business
Mitchell Bueter Mitchell Bueter's Ameritas Investment Corp. Experience November 2000 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Ameritas Investment Corp November 2000 - Present
Lincoln Financial Advisors May 1997 - November 2000
Branch Office of Transamerica Financial Advisors April 1994 - May 1997
Skills
Fixed Income, Securities, Long Term Care, Loans, Term Life Insurance, Series 7, Mutual Funds, Investments, Annuities, Disability Insurance, Fixed Annuities, Insurance, IRAs, Retirement Planning, Retirement, Life Insurance, Long-term Care, Investment Advisory, Series 63, 401k
Education
Abilene Christian University 1986 — 1990
BA
Ameritas Investment Corp November 2000 - Present
Lincoln Financial Advisors May 1997 - November 2000
Branch Office of Transamerica Financial Advisors April 1994 - May 1997
Skills
Fixed Income, Securities, Long Term Care, Loans, Term Life Insurance, Series 7, Mutual Funds, Investments, Annuities, Disability Insurance, Fixed Annuities, Insurance, IRAs, Retirement Planning, Retirement, Life Insurance, Long-term Care, Investment Advisory, Series 63, 401k
Education
Abilene Christian University 1986 — 1990
BA
Tyler Kurtenbach's Ameritas Investment Corp. Experience January 2011 - February 2012
Job Credit Analyst at Union Bank & Trust
Industry Banking
Experience
Union Bank & Trust August 2015 - Present
Union Bank & Trust July 2013 - Present
Principal Financial Group January 2012 - June 2013
Ameritas Investment Corp. January 2011 - February 2012
Nelnet May 2010 - January 2011
Husker Auto Group January 2010 - April 2010
Skills
Customer Service, Retirement Planning, 401k, Strategic Financial..., Mutual Funds, Series 6, Investments, Employee Benefits, Strategic Planning, Series 63
Education
Nebraska Wesleyan University 2004 — 2008
Bachelors, Communication
Union Bank & Trust August 2015 - Present
Union Bank & Trust July 2013 - Present
Principal Financial Group January 2012 - June 2013
Ameritas Investment Corp. January 2011 - February 2012
Nelnet May 2010 - January 2011
Husker Auto Group January 2010 - April 2010
Skills
Customer Service, Retirement Planning, 401k, Strategic Financial..., Mutual Funds, Series 6, Investments, Employee Benefits, Strategic Planning, Series 63
Education
Nebraska Wesleyan University 2004 — 2008
Bachelors, Communication
Chad Kyes Chad Kyes's Ameritas Investment Corp. Experience September 2005 - July 2006
Job Manager Supervision at Cetera Financial Specialists
Industry Financial Services
Experience
Cetera Financial Specialists LLC, Member FINRA/SIPC June 2014 - Present
Securities America, Inc. Member FINRA/SIPC March 2014 - May 2014
Berthel Fisher & Company Financial Services October 2013 - January 2014
Ameritas Invesment Corp 2006 - October 2013
Ameritas Investment Corp. September 2005 - July 2006
Ameritas Investment Corp. October 2003 - September 2005
Ameritas Investment Corp. January 2002 - October 2003
Ameritas Investment Corp. April 2001 - January 2002
Edward Jones June 1999 - March 2001
Doniphan Public Schools June 1993 - June 1999
Education
Hastings College 1988 — 1992
Central City High School 1983 — 1987
Cetera Financial Specialists LLC, Member FINRA/SIPC June 2014 - Present
Securities America, Inc. Member FINRA/SIPC March 2014 - May 2014
Berthel Fisher & Company Financial Services October 2013 - January 2014
Ameritas Invesment Corp 2006 - October 2013
Ameritas Investment Corp. September 2005 - July 2006
Ameritas Investment Corp. October 2003 - September 2005
Ameritas Investment Corp. January 2002 - October 2003
Ameritas Investment Corp. April 2001 - January 2002
Edward Jones June 1999 - March 2001
Doniphan Public Schools June 1993 - June 1999
Education
Hastings College 1988 — 1992
Central City High School 1983 — 1987
William Cuba, CLU, ChFC William Cuba, CLU, ChFC's Ameritas Investment Corp. Experience June 2002 - May 2011
Job Financial Advisor at Reynolds Financial Advisors
Industry Financial Services
Experience
Woodbury Financial Services May 2011 - Present
Ameritas Investment Corp. June 2002 - May 2011
Morgan Stanley 2000 - 2002
Skills
Finance, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Life Insurance, Financial Planning, 401k, Investments, Insurance
Education
Penn State University 1995 — 1999
BS, Economics
Woodbury Financial Services May 2011 - Present
Ameritas Investment Corp. June 2002 - May 2011
Morgan Stanley 2000 - 2002
Skills
Finance, Fixed Annuities, Retirement, Retirement Planning, Mutual Funds, Life Insurance, Financial Planning, 401k, Investments, Insurance
Education
Penn State University 1995 — 1999
BS, Economics
Neal Desai Neal Desai's Ameritas Investment Corp. Experience 2008 - 2008
Job Senior Associate, International Tax at KPMG US
Industry Accounting
Experience
KPMG US February 2015 - Present
Bloomberg BNA June 2014 - February 2015
The Chugh Firm January 2013 - May 2014
SC&H Group June 2012 - January 2013
CliftonLarsonAllen February 2011 - May 2012
Donovan & Rainie, LLC October 2008 - April 2010
Ameritas Investment Corp. 2008 - 2008
Skills
Tax Preparation, Tax, Internal Controls, Income Tax, Accounting, State Tax, Legal Research Skills, Legal Writing, Tax Law, M&A analysis, Tax Research, Financial Reporting, Corporate Tax, CPA, Litigation, Partnership Taxation, Auditing
Education
Georgetown University Law Center 2010 — 2011
LL.M., Taxation
University of Baltimore School of Law 2007 — 2010
J.D., cum laude
University of Maryland College Park 2004 — 2007
B.S., Accounting, Finance
KPMG US February 2015 - Present
Bloomberg BNA June 2014 - February 2015
The Chugh Firm January 2013 - May 2014
SC&H Group June 2012 - January 2013
CliftonLarsonAllen February 2011 - May 2012
Donovan & Rainie, LLC October 2008 - April 2010
Ameritas Investment Corp. 2008 - 2008
Skills
Tax Preparation, Tax, Internal Controls, Income Tax, Accounting, State Tax, Legal Research Skills, Legal Writing, Tax Law, M&A analysis, Tax Research, Financial Reporting, Corporate Tax, CPA, Litigation, Partnership Taxation, Auditing
Education
Georgetown University Law Center 2010 — 2011
LL.M., Taxation
University of Baltimore School of Law 2007 — 2010
J.D., cum laude
University of Maryland College Park 2004 — 2007
B.S., Accounting, Finance
Samson Chan, CFP ® Samson Chan, CFP ®'s Ameritas Investment Corp. Experience October 2006 - Present
Job CERTIFIED FINANCIAL PLANNER ™ practitioner at David White & Associates
Industry Financial Services
Experience
Ameritas Investment Corp. October 2006 - Present
David White & Associates October 2006 - Present
Woodbuy Financial Services August 1998 - October 2006
C.O.R.E. 1995 - 2000
Skills
Personal and Business..., Advance Business..., Wealth Creation:..., Protection Analysis:..., Investments, Financial Planning, Strategic Partnerships, Insurance, Wealth Management, Small Business, Finance, Securities, Analysis, Financial Services, Employee Benefits, Financial Advisory
Education
Westmoor 1992 — 1999
University of California, Berkeley 1994 — 1998
Bachelor of Science, Major: Economics, Minor: Finance
Ameritas Investment Corp. October 2006 - Present
David White & Associates October 2006 - Present
Woodbuy Financial Services August 1998 - October 2006
C.O.R.E. 1995 - 2000
Skills
Personal and Business..., Advance Business..., Wealth Creation:..., Protection Analysis:..., Investments, Financial Planning, Strategic Partnerships, Insurance, Wealth Management, Small Business, Finance, Securities, Analysis, Financial Services, Employee Benefits, Financial Advisory
Education
Westmoor 1992 — 1999
University of California, Berkeley 1994 — 1998
Bachelor of Science, Major: Economics, Minor: Finance
Susan Knutzen Susan Knutzen's Ameritas Investment Corp. Experience 2001 - 2010
Job Online Marketing & Advertising
Industry Marketing and Advertising
Experience
Lightening Media 2012 - Present
Ameritas Investment Corp. 2001 - 2010
Sitel 1996 - 1999
Ameritrade 1992 - 1996
Skills
Online Marketing, Online Advertising, Social Media Marketing, Website Promotion, Blog Marketing, Search Engine Ranking, SEO, Customer Service, Social Media, Internet Strategy, Facebook, Email Marketing, Marketing, Strategic Planning
Education
University of Nebraska-Lincoln 1980 — 1982
Community & Regional Planning
University of Nebraska at Omaha 1975 — 1979
B.S., Public Administration
Lightening Media 2012 - Present
Ameritas Investment Corp. 2001 - 2010
Sitel 1996 - 1999
Ameritrade 1992 - 1996
Skills
Online Marketing, Online Advertising, Social Media Marketing, Website Promotion, Blog Marketing, Search Engine Ranking, SEO, Customer Service, Social Media, Internet Strategy, Facebook, Email Marketing, Marketing, Strategic Planning
Education
University of Nebraska-Lincoln 1980 — 1982
Community & Regional Planning
University of Nebraska at Omaha 1975 — 1979
B.S., Public Administration
Timothy Bouckhuyt Timothy Bouckhuyt's Ameritas Investment Corp. Experience January 2011 - Present
Job Registered Rep at Ameritas Financial Center
Industry Financial Services
Experience
Ameritas Investment Corp. January 2011 - Present
Skills
Retirement Planning, Insurance, Mutual Funds, Disability Insurance, Financial Planners, IRAs, Retirement, Estate Planning, Long-term Care, Life Insurance, Strategic Financial..., 401k, Fixed Annuities, 401k Rollovers, Series 7, Roth IRA, Variable Annuities, Term Life Insurance
Education
Bellevue University
Millard North high
UNO
Ameritas Investment Corp. January 2011 - Present
Skills
Retirement Planning, Insurance, Mutual Funds, Disability Insurance, Financial Planners, IRAs, Retirement, Estate Planning, Long-term Care, Life Insurance, Strategic Financial..., 401k, Fixed Annuities, 401k Rollovers, Series 7, Roth IRA, Variable Annuities, Term Life Insurance
Education
Bellevue University
Millard North high
UNO
S Bruce Phillips S Bruce Phillips's Ameritas Investment Corp. Experience July 2004 - Present
Job Branch Manager Investment Advisor Representative at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. July 2004 - Present
Woodbury Financial Services May 1992 - October 2002
Skills
Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Insurance, Series 7, Wealth Management, Asset Management, Portfolio Management, Financial Services, Risk Management, Equities, Retirement, Financial Analysis, Fixed Annuities, Life Insurance, Finance, Customer Service, Series 63, Wealth, Investment Strategies, Financial Planning
Education
Mississippi College 1972 — 1973
Physical Education and Business Administration
Millsaps College 1969 — 1971
Business Administration and Management, General
Ameritas Investment Corp. July 2004 - Present
Woodbury Financial Services May 1992 - October 2002
Skills
Investments, Mutual Funds, Strategic Financial..., Retirement Planning, Securities, Insurance, Series 7, Wealth Management, Asset Management, Portfolio Management, Financial Services, Risk Management, Equities, Retirement, Financial Analysis, Fixed Annuities, Life Insurance, Finance, Customer Service, Series 63, Wealth, Investment Strategies, Financial Planning
Education
Mississippi College 1972 — 1973
Physical Education and Business Administration
Millsaps College 1969 — 1971
Business Administration and Management, General
Bo Gibbs's Ameritas Investment Corp. Experience September 2010 - July 2012
Job President & CEO at Gibbs Financial Group
Industry Financial Services
Experience
Triumph Wealth Advisors, Inc November 2014 - Present
TCM Securities, Inc November 2014 - Present
Gibbs Financial Group October 2009 - Present
IU Atlanta Alumni Association January 2014 - Present
Berman Capital Advisors, LLC July 2013 - September 2014
Ameritas Investment Corp. September 2010 - July 2012
AEGON / Transamerica October 2009 - September 2010
AEGON - Business Development March 2009 - October 2009
AEGON / Transamerica Financial Group 2002 - 2009
AEGON Broker Dealer March 1999 - April 2002
Skills
Business Strategy, Strategic Planning, Product Marketing, Leadership Development, Fixed Annuities, Leadership, Retirement Planning, Sales, Strategic Financial..., Life Insurance, Entrepreneurship, Business Planning, Retirement, Investments, Marketing, Small Business, IRAs, Term Life Insurance, Wealth Management, Universal Life, 401k, 401k Rollovers, Mutual Funds, Financial Planners, Investment Advisory, Wealth, Asset Management, Portfolio Management, Financial Services, Estate Planning, Asset Allocation, Financial Advisory, High Net Worth..., Wealth Accumulation, Disability Insurance, Variable Annuities, Financial Planning
Education
Indiana University Bloomington 1992 — 1997
Finance, Economics
East High School 1988 — 1992
Triumph Wealth Advisors, Inc November 2014 - Present
TCM Securities, Inc November 2014 - Present
Gibbs Financial Group October 2009 - Present
IU Atlanta Alumni Association January 2014 - Present
Berman Capital Advisors, LLC July 2013 - September 2014
Ameritas Investment Corp. September 2010 - July 2012
AEGON / Transamerica October 2009 - September 2010
AEGON - Business Development March 2009 - October 2009
AEGON / Transamerica Financial Group 2002 - 2009
AEGON Broker Dealer March 1999 - April 2002
Skills
Business Strategy, Strategic Planning, Product Marketing, Leadership Development, Fixed Annuities, Leadership, Retirement Planning, Sales, Strategic Financial..., Life Insurance, Entrepreneurship, Business Planning, Retirement, Investments, Marketing, Small Business, IRAs, Term Life Insurance, Wealth Management, Universal Life, 401k, 401k Rollovers, Mutual Funds, Financial Planners, Investment Advisory, Wealth, Asset Management, Portfolio Management, Financial Services, Estate Planning, Asset Allocation, Financial Advisory, High Net Worth..., Wealth Accumulation, Disability Insurance, Variable Annuities, Financial Planning
Education
Indiana University Bloomington 1992 — 1997
Finance, Economics
East High School 1988 — 1992
FRANK MOONEY, LUTCF, RFC FRANK MOONEY, LUTCF, RFC's Ameritas Investment Corp. Experience September 1998 - Present
Job President, CEO I. S. I. Consulting
Industry Financial Services
Experience
The I. S. I. Companies and Insurance Services, Incorporated August 1984 - Present
Ameritas Investment Corp. September 1998 - Present
The Dave Ramsey Show September 2013 - Present
OSF HealthCare September 2013 - Present
United Life Insurance Co., Cedar Rapids, IA October 1994 - Present
Aviva Life and Annuity September 1984 - Present
IAC Securities June 1991 - December 1999
State Bond Securities (New Ulm, MN) June 1985 - August 1991
Bankers Life and Casualty June 1975 - August 1984
Skills
Broad base of financial..., Estate Planning, Retirement Planning, Investment Advisory, Charitable Giving, Retirement, Financial Planning, Insurance, Securities, Strategic Financial..., Fixed Annuities, Mutual Funds, Financial Planners, Employee Benefits, Financial Services, IRAs, Charities, Life Insurance, Investments, Wealth, Leadership, Risk Management, Disability Insurance, Finance, Financial Advisory, Term Life Insurance, FINRA
Education
University of Illinois at Urbana-Champaign 1972 — 1974
---, Psychology, Speech, philosophy
Lincoln Trail College 1970 — 1972
Associate in Science, Psychology, Philosophy, Speech
The I. S. I. Companies and Insurance Services, Incorporated August 1984 - Present
Ameritas Investment Corp. September 1998 - Present
The Dave Ramsey Show September 2013 - Present
OSF HealthCare September 2013 - Present
United Life Insurance Co., Cedar Rapids, IA October 1994 - Present
Aviva Life and Annuity September 1984 - Present
IAC Securities June 1991 - December 1999
State Bond Securities (New Ulm, MN) June 1985 - August 1991
Bankers Life and Casualty June 1975 - August 1984
Skills
Broad base of financial..., Estate Planning, Retirement Planning, Investment Advisory, Charitable Giving, Retirement, Financial Planning, Insurance, Securities, Strategic Financial..., Fixed Annuities, Mutual Funds, Financial Planners, Employee Benefits, Financial Services, IRAs, Charities, Life Insurance, Investments, Wealth, Leadership, Risk Management, Disability Insurance, Finance, Financial Advisory, Term Life Insurance, FINRA
Education
University of Illinois at Urbana-Champaign 1972 — 1974
---, Psychology, Speech, philosophy
Lincoln Trail College 1970 — 1972
Associate in Science, Psychology, Philosophy, Speech
Shari Sanne's Ameritas Investment Corp. Experience August 2003 - April 2004
Job
Industry Banking
Experience
State Farm September 2013 - Present
State Farm Insurance April 2004 - September 2013
Ameritas Investment Corp. August 2003 - April 2004
Skills
Employee Benefits, Insurance, Performance Management, Training, Recruiting, Human Resources, Leadership Development, Employee Relations, Coaching, Talent Management, Organizational..., Customer Service, Health Insurance, Employee Training, Onboarding, Team Building, Employee Engagement, Leadership, Succession Planning, Change Management, Interviews
Education
University of Nebraska-Lincoln 1999 — 2003
Bachelor of Science, Business Management
State Farm September 2013 - Present
State Farm Insurance April 2004 - September 2013
Ameritas Investment Corp. August 2003 - April 2004
Skills
Employee Benefits, Insurance, Performance Management, Training, Recruiting, Human Resources, Leadership Development, Employee Relations, Coaching, Talent Management, Organizational..., Customer Service, Health Insurance, Employee Training, Onboarding, Team Building, Employee Engagement, Leadership, Succession Planning, Change Management, Interviews
Education
University of Nebraska-Lincoln 1999 — 2003
Bachelor of Science, Business Management
Sean Rich Sean Rich's Ameritas Investment Corp. Experience November 2012 - October 2013
Job Business Intelligence Architect Enterprise Risk Management at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha October 2013 - Present
Ameritas Investment Corp. November 2012 - October 2013
TD Ameritrade January 2011 - October 2012
TD Ameritrade January 2011 - October 2012
TD Ameritrade January 2009 - January 2011
TD Ameritrade January 2009 - January 2011
TD Ameritrade June 2008 - January 2009
TD Ameritrade May 2005 - May 2008
TD Ameritrade May 2005 - May 2008
TD Ameritrade May 2002 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets, Series 7, Series 63, Series 24, Risk Management, Financial Services, Securities, Process Improvement, Relationship Management, Risk Assessment, Change Management, Policy, Internal Audit, Leadership, Auditing, Project Management, Team Leadership, FINRA, Enterprise Risk..., Coaching, Team Building, Series 53, Series 66, Management, Financial Risk, Finance, Business Analysis, Training, Software Documentation, Mutual Funds, Investment Advisory, Insurance, Quality Assurance, AML, Options, Executive Management, Trading
Education
Buena Vista University 1993 — 1997
Bachelor's degree, Psychology
Mutual of Omaha October 2013 - Present
Ameritas Investment Corp. November 2012 - October 2013
TD Ameritrade January 2011 - October 2012
TD Ameritrade January 2011 - October 2012
TD Ameritrade January 2009 - January 2011
TD Ameritrade January 2009 - January 2011
TD Ameritrade June 2008 - January 2009
TD Ameritrade May 2005 - May 2008
TD Ameritrade May 2005 - May 2008
TD Ameritrade May 2002 - May 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Teaching, Public Speaking, Budgets, Series 7, Series 63, Series 24, Risk Management, Financial Services, Securities, Process Improvement, Relationship Management, Risk Assessment, Change Management, Policy, Internal Audit, Leadership, Auditing, Project Management, Team Leadership, FINRA, Enterprise Risk..., Coaching, Team Building, Series 53, Series 66, Management, Financial Risk, Finance, Business Analysis, Training, Software Documentation, Mutual Funds, Investment Advisory, Insurance, Quality Assurance, AML, Options, Executive Management, Trading
Education
Buena Vista University 1993 — 1997
Bachelor's degree, Psychology
George L. Morgan, M.S.M.'s Ameritas Investment Corp. Experience May 1986 - June 1988
Job Investment Educator
Industry Higher Education
Experience
University of Nebraska, Omaha Executive MBA Program January 2011 - Present
University of Nebraska at Omaha December 2010 - Present
SMITH HAYES Financial Services July 1988 - December 2010
Ameritas Investment Corp. May 1986 - June 1988
Bank of the West March 1979 - March 1986
Skills
Adult Education, Published Author, Public Speaking, Market Research, Non-profits
Education
Purdue University 1971 — 1973
MSM, Economics, Finance
San Diego State University 1961 — 1965
B.S., Economics
University of Nebraska, Omaha Executive MBA Program January 2011 - Present
University of Nebraska at Omaha December 2010 - Present
SMITH HAYES Financial Services July 1988 - December 2010
Ameritas Investment Corp. May 1986 - June 1988
Bank of the West March 1979 - March 1986
Skills
Adult Education, Published Author, Public Speaking, Market Research, Non-profits
Education
Purdue University 1971 — 1973
MSM, Economics, Finance
San Diego State University 1961 — 1965
B.S., Economics
Jon Geier Jon Geier's Ameritas Investment Corp. Experience March 2015 - Present
Job Brokerage Trader at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. March 2015 - Present
Ameritas Investment Corp. May 2013 - March 2015
Ameritas July 2012 - May 2013
Waddell & Reed January 2012 - July 2012
Nebraska Sports June 2010 - August 2011
UNION BANK AND TRUST May 2009 - August 2009
Skills
Financial Analysis, Marketing Communications, Management, Microsoft Word, Microsoft Excel, PowerPoint, Morningstar, Customer Service, Lotus Notes, Life Design, Life Insurance, Investments, Sales
Education
University of Nebraska-Lincoln 2009 — 2013
Bachelor of Science Business Administration, Majors: Finance and Management. Minor: Marketing
Ameritas Investment Corp. March 2015 - Present
Ameritas Investment Corp. May 2013 - March 2015
Ameritas July 2012 - May 2013
Waddell & Reed January 2012 - July 2012
Nebraska Sports June 2010 - August 2011
UNION BANK AND TRUST May 2009 - August 2009
Skills
Financial Analysis, Marketing Communications, Management, Microsoft Word, Microsoft Excel, PowerPoint, Morningstar, Customer Service, Lotus Notes, Life Design, Life Insurance, Investments, Sales
Education
University of Nebraska-Lincoln 2009 — 2013
Bachelor of Science Business Administration, Majors: Finance and Management. Minor: Marketing
Ken Schmidt Ken Schmidt's Ameritas Investment Corp. Experience June 2011 - April 2012
Job IT Architect at Ameritas Life Insurance
Industry Information Technology and Services
Experience
Ameritas June 2011 - Present
Ameritas Investment Corp. June 2011 - April 2012
Union Central (now Ameritas) June 2004 - June 2011
Definitive Solutions February 1998 - June 2004
Mercantile Stores Company September 1991 - February 1998
Ernst & Young January 1985 - September 1991
Skills
SQL, Insurance, SOA, Change Management, Enterprise Architecture, Strategic Planning, Requirements Analysis, Architecture, Web Services, Data Warehousing, Business Intelligence, IT Strategy, Databases, Web Development, Oracle, ACORD, Business Strategy, Web Applications, Application Architecture, Web Application Security, Salesforce.com, IBM BPM, WebSphere Message Broker, Life Insurance, XML, Database Design, COBOL, Business Process, DB2, Enterprise Software, Architectures
Education
University of Cincinnati College of Business 1982 — 1987
Bachelor of Business Administration (B.B.A.), Information Systems
Oak Hills High School 1980 — 1982
Ameritas June 2011 - Present
Ameritas Investment Corp. June 2011 - April 2012
Union Central (now Ameritas) June 2004 - June 2011
Definitive Solutions February 1998 - June 2004
Mercantile Stores Company September 1991 - February 1998
Ernst & Young January 1985 - September 1991
Skills
SQL, Insurance, SOA, Change Management, Enterprise Architecture, Strategic Planning, Requirements Analysis, Architecture, Web Services, Data Warehousing, Business Intelligence, IT Strategy, Databases, Web Development, Oracle, ACORD, Business Strategy, Web Applications, Application Architecture, Web Application Security, Salesforce.com, IBM BPM, WebSphere Message Broker, Life Insurance, XML, Database Design, COBOL, Business Process, DB2, Enterprise Software, Architectures
Education
University of Cincinnati College of Business 1982 — 1987
Bachelor of Business Administration (B.B.A.), Information Systems
Oak Hills High School 1980 — 1982
Michael Border Michael Border's Ameritas Investment Corp. Experience 2003 - 2005
Job Principal Michael Border Creative Marketing Services
Industry Marketing and Advertising
Experience
Michael Border Creative Marketing Services June 2005 - Present
Smart Computing Magazine 2005 - 2006
Paine Webber, Ameritas Investment Corp. September 1997 - June 2005
Ameritas Investment Corp 2003 - 2005
Marketing Results, Inc. 1991 - 1997
Skills
Strategic Marketing, Creative Development, Marketing Communications, Editing, Advertising, Email Marketing, Copywriting, Integrated Marketing, Digital Marketing, Direct Marketing, Online Advertising, Social Media Marketing, Market Planning, Marketing, Direct Mail, B2B Marketing, Marketing Strategy, Sales, Creative Direction, Competitive Analysis, Start-ups, Strategy, New Media, Leadership, Entrepreneurship, Online Marketing, Lead Generation, Brand Development, Strategic Partnerships, Mobile Marketing, Marketing Management, Interactive Marketing, B2B, Brand Management, Corporate Branding, Digital Strategy, Product Marketing, Digital Media, SEM, Strategic Planning, Management, Social Media, Public Relations
Education
University of Nebraska-Lincoln 1983 — 1987
MBA, Marketing Emphasis
University of Nebraska-Lincoln 1973 — 1976
BA - Journalism, News-Editorial Journalism
Michael Border Creative Marketing Services June 2005 - Present
Smart Computing Magazine 2005 - 2006
Paine Webber, Ameritas Investment Corp. September 1997 - June 2005
Ameritas Investment Corp 2003 - 2005
Marketing Results, Inc. 1991 - 1997
Skills
Strategic Marketing, Creative Development, Marketing Communications, Editing, Advertising, Email Marketing, Copywriting, Integrated Marketing, Digital Marketing, Direct Marketing, Online Advertising, Social Media Marketing, Market Planning, Marketing, Direct Mail, B2B Marketing, Marketing Strategy, Sales, Creative Direction, Competitive Analysis, Start-ups, Strategy, New Media, Leadership, Entrepreneurship, Online Marketing, Lead Generation, Brand Development, Strategic Partnerships, Mobile Marketing, Marketing Management, Interactive Marketing, B2B, Brand Management, Corporate Branding, Digital Strategy, Product Marketing, Digital Media, SEM, Strategic Planning, Management, Social Media, Public Relations
Education
University of Nebraska-Lincoln 1983 — 1987
MBA, Marketing Emphasis
University of Nebraska-Lincoln 1973 — 1976
BA - Journalism, News-Editorial Journalism
Amy Barrett's Ameritas Investment Corp. Experience December 2012 - October 2014
Job Events Coordinator at CBA
Industry Executive Office
Experience
CBA - The Association for Christian Retail October 2014 - Present
Lincoln Orthopedic Clinic July 2013 - October 2014
Ameritas Investment Corp. December 2012 - October 2014
Havas Edge March 2012 - October 2012
WESTERN EQUIPMENT, LLC CORPORATE OFFICE May 2010 - August 2011
Legends at Weatherford (previously known as Collegiate Station) July 2009 - April 2010
REGIONAL WEST MEDICAL CENTER September 2005 - July 2009
Skills
Project Planning, Media Buying, Budgets, Analysis, Customer Service, Media Planning, Advertising, Online Advertising, Social Media, Email Marketing, Direct Marketing, Digital Media, Marketing Communications, Social Media Marketing, Event Management, Management, Event Planning, Marketing Strategy, Social Networking, Leadership, Public Speaking, Marketing, Team Building, Outlook
Education
Soutwestern OSU 2010 — 2011
MBA, Management
Southwestern Oklahoma State University 2009 — 2010
Bachelor's Degree, Business Management
University of Wyoming 2007 — 2008
Business Administration and Management, General
Western Nebraska Community College 2005 — 2007
Associate's Degree, General StudiesMay 2007
Nebraska Christian College
CBA - The Association for Christian Retail October 2014 - Present
Lincoln Orthopedic Clinic July 2013 - October 2014
Ameritas Investment Corp. December 2012 - October 2014
Havas Edge March 2012 - October 2012
WESTERN EQUIPMENT, LLC CORPORATE OFFICE May 2010 - August 2011
Legends at Weatherford (previously known as Collegiate Station) July 2009 - April 2010
REGIONAL WEST MEDICAL CENTER September 2005 - July 2009
Skills
Project Planning, Media Buying, Budgets, Analysis, Customer Service, Media Planning, Advertising, Online Advertising, Social Media, Email Marketing, Direct Marketing, Digital Media, Marketing Communications, Social Media Marketing, Event Management, Management, Event Planning, Marketing Strategy, Social Networking, Leadership, Public Speaking, Marketing, Team Building, Outlook
Education
Soutwestern OSU 2010 — 2011
MBA, Management
Southwestern Oklahoma State University 2009 — 2010
Bachelor's Degree, Business Management
University of Wyoming 2007 — 2008
Business Administration and Management, General
Western Nebraska Community College 2005 — 2007
Associate's Degree, General StudiesMay 2007
Nebraska Christian College
Darren Gauck Darren Gauck's Ameritas Investment Corp. Experience July 1994 - Present
Job Certified Financial Planner at Midwest Financial Solutions, LLC
Industry Financial Services
Experience
Ameritas Investment Corp. July 1994 - Present
Skills
Investments, Retirement Planning, Financial Planning, Wealth Management, Retirement, Annuities, Asset Management, Series 7, IRA's, 401k, Insurance, Long Term Care, Securities, Portfolio Management, Mutual Funds, Investment Advisory, Asset Allocation, Alternative Investments, Financial Advisory, Investment Strategies, Retirement Income..., Wealth, Series 63, Term Life Insurance, Personal Finance, High Net Worth..., Financial Planners, FINRA, Bonds, Financial Services, Finance, IRAs, Strategic Financial...
Education
Iowa State University 1990 — 1994
Finance, Finance
Ameritas Investment Corp. July 1994 - Present
Skills
Investments, Retirement Planning, Financial Planning, Wealth Management, Retirement, Annuities, Asset Management, Series 7, IRA's, 401k, Insurance, Long Term Care, Securities, Portfolio Management, Mutual Funds, Investment Advisory, Asset Allocation, Alternative Investments, Financial Advisory, Investment Strategies, Retirement Income..., Wealth, Series 63, Term Life Insurance, Personal Finance, High Net Worth..., Financial Planners, FINRA, Bonds, Financial Services, Finance, IRAs, Strategic Financial...
Education
Iowa State University 1990 — 1994
Finance, Finance
Brad Slaughter Brad Slaughter's Ameritas Investment Corp. Experience April 2011 - Present
Job Asst. Vice President
Industry Financial Services
Experience
Ameritas Investment Corp. April 2011 - Present
Ameritas Investment Corp October 2007 - April 2011
Skills
Series 7, Investments, Mutual Funds, Municipal Bonds
Education
University of Nebraska-Lincoln 2009 — 2011
MBA, Finance
University of Nebraska-Lincoln 2001 — 2006
Finance, Economics
Ameritas Investment Corp. April 2011 - Present
Ameritas Investment Corp October 2007 - April 2011
Skills
Series 7, Investments, Mutual Funds, Municipal Bonds
Education
University of Nebraska-Lincoln 2009 — 2011
MBA, Finance
University of Nebraska-Lincoln 2001 — 2006
Finance, Economics
Larry Wall, CAP Larry Wall, CAP's Ameritas Investment Corp. Experience November 2010 - Present
Job Legacy Financial Planner
Industry Financial Services
Experience
Legacy Partners, Inc. November 2010 - Present
Ameritas Investment Corp. November 2010 - Present
Aviva Life Insurance Company March 2010 - February 2013
NEXT Financial Group, LLC November 2008 - December 2010
Ashford Advisors, Inc. July 2005 - October 2008
Signet Bank 1992 - 1997
SouthTrust Bank Personal Trust Dept. 1986 - 1989
Skills
Asset Management, Financial Planning, Securities, Wealth Management, Personal and Charitable..., Institutional Planned..., Wealth Preservation, Estate Liquidity, Wealth Transfer Planning, Strategic Financial..., Estate Planning, Charities, Asset Managment, Wealth, Retirement Planning, Retirement, Investments, Wealth Management..., Financial Advisory, Insurance, Finance, Financial Planners, FINRA, IRAs, Fixed Annuities, Investment Advisory, Investment Strategies, Mutual Funds, High Net Worth..., Risk Management, Asset Allocation, Series 7, 401k, Long-term Care, Life Insurance, Disability Insurance, Wealth Accumulation, Employee Benefits, Investment Management, Term Life Insurance, Alternative Investments, Financial Services, Portfolio Management, Management, Strategic Planning, Banking
Education
College for Financial Planning 2013 — 2014
CFP Certification Professional Education
The American College 2004 — 2005
CAP, Chartered Advisor in Philanthropy
Mississippi State University 1975 — 1980
B. S., Forestry
Legacy Partners, Inc. November 2010 - Present
Ameritas Investment Corp. November 2010 - Present
Aviva Life Insurance Company March 2010 - February 2013
NEXT Financial Group, LLC November 2008 - December 2010
Ashford Advisors, Inc. July 2005 - October 2008
Signet Bank 1992 - 1997
SouthTrust Bank Personal Trust Dept. 1986 - 1989
Skills
Asset Management, Financial Planning, Securities, Wealth Management, Personal and Charitable..., Institutional Planned..., Wealth Preservation, Estate Liquidity, Wealth Transfer Planning, Strategic Financial..., Estate Planning, Charities, Asset Managment, Wealth, Retirement Planning, Retirement, Investments, Wealth Management..., Financial Advisory, Insurance, Finance, Financial Planners, FINRA, IRAs, Fixed Annuities, Investment Advisory, Investment Strategies, Mutual Funds, High Net Worth..., Risk Management, Asset Allocation, Series 7, 401k, Long-term Care, Life Insurance, Disability Insurance, Wealth Accumulation, Employee Benefits, Investment Management, Term Life Insurance, Alternative Investments, Financial Services, Portfolio Management, Management, Strategic Planning, Banking
Education
College for Financial Planning 2013 — 2014
CFP Certification Professional Education
The American College 2004 — 2005
CAP, Chartered Advisor in Philanthropy
Mississippi State University 1975 — 1980
B. S., Forestry
Christina Sutt Christina Sutt's Ameritas Investment Corp. Experience 2008 - 2008
Job Legal Services Professional
Industry Legal Services
Experience
University of Baltimore School of Law September 2009 - December 2009
Iron Realms Entertainment November 2006 - March 2009
Boscov's October 2007 - August 2008
Ameritas Investment Corp. 2008 - 2008
Maryland Department of Legislative Services January 2005 - May 2005
Education
University of Baltimore School of Law 2008 — 2011
JD, Law, Intellectual Property
Saint Mary's College of Maryland 2005 — 2008
BA, Philosophy, Religion
University of Baltimore School of Law September 2009 - December 2009
Iron Realms Entertainment November 2006 - March 2009
Boscov's October 2007 - August 2008
Ameritas Investment Corp. 2008 - 2008
Maryland Department of Legislative Services January 2005 - May 2005
Education
University of Baltimore School of Law 2008 — 2011
JD, Law, Intellectual Property
Saint Mary's College of Maryland 2005 — 2008
BA, Philosophy, Religion
Linda Broers's Ameritas Investment Corp. Experience April 2015 - Present
Job Compliance Analyst at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. April 2015 - Present
Ameritas Life Insurance Corp. Retirement Plans December 2011 - April 2015
NRECA July 2011 - December 2011
Ameritas Life Insurance Corp. Retirement Plans June 2008 - September 2010
Great-West Retirement Services March 2007 - June 2008
U.S. Bank, N.A. June 2001 - March 2007
Union Bank & Trust Company June 1997 - June 2001
Ameritas Life Insurance Corp. April 1996 - June 1997
FirsTier Bank, N.A. June 1988 - April 1996
Skills
Retirement Planning, 401k, ERISA, Mutual Funds, Series 6, Relationship Management, New Business Development, Qualified Retirement..., Manage Client..., Customer Service, Series 63, Securities, Client Presentation, Series 7
Education
Doane College 1992 — 1995
Bachelor's Degree, Business
Ameritas Investment Corp. April 2015 - Present
Ameritas Life Insurance Corp. Retirement Plans December 2011 - April 2015
NRECA July 2011 - December 2011
Ameritas Life Insurance Corp. Retirement Plans June 2008 - September 2010
Great-West Retirement Services March 2007 - June 2008
U.S. Bank, N.A. June 2001 - March 2007
Union Bank & Trust Company June 1997 - June 2001
Ameritas Life Insurance Corp. April 1996 - June 1997
FirsTier Bank, N.A. June 1988 - April 1996
Skills
Retirement Planning, 401k, ERISA, Mutual Funds, Series 6, Relationship Management, New Business Development, Qualified Retirement..., Manage Client..., Customer Service, Series 63, Securities, Client Presentation, Series 7
Education
Doane College 1992 — 1995
Bachelor's Degree, Business
Tim Kunes Tim Kunes's Ameritas Investment Corp. Experience 1998 - Present
Job Financial Advisor at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. 1998 - Present
Foster Financial Group 1998 - Present
Texas Instruments, Inc. 1980 - 1998
Price Waterhouse & Co. 1969 - 1979
Skills
FINRA, Securities, Insurance, Strategic Planning, Investments, Retirement Planning, Finance, Series 7, Team Building, Employee Benefits, Financial Services, Budgets, Retirement, 401k
Education
University of Dayton 1962 — 1966
BS, Accounting
Ameritas Investment Corp. 1998 - Present
Foster Financial Group 1998 - Present
Texas Instruments, Inc. 1980 - 1998
Price Waterhouse & Co. 1969 - 1979
Skills
FINRA, Securities, Insurance, Strategic Planning, Investments, Retirement Planning, Finance, Series 7, Team Building, Employee Benefits, Financial Services, Budgets, Retirement, 401k
Education
University of Dayton 1962 — 1966
BS, Accounting
Adam Lillich Adam Lillich's Ameritas Investment Corp. Experience July 2012 - Present
Job Field Technology Manager at Ameritas Investment Corp.
Industry Information Technology and Services
Experience
Ameritas Investment Corp. July 2012 - Present
Ameritas January 2003 - July 2012
General Electric Federal Credit Union June 2003 - June 2004
Fifth Third Bank January 2003 - July 2003
Skills
Technical Support, Disaster Recovery, Information Technology, Blackberry Enterprise..., Lotus Notes, Active Directory, Business Analysis, Troubleshooting, Servers, System Administration, Citrix, CRM, Windows Server, Mobile Device Management, Data Security, Social Media, Technical Consultation, Document Management, Technology Integration
Education
Cincinnati State Technical and Community College
Associate of Science (A.S.), Computer Information Systems
Ameritas Investment Corp. July 2012 - Present
Ameritas January 2003 - July 2012
General Electric Federal Credit Union June 2003 - June 2004
Fifth Third Bank January 2003 - July 2003
Skills
Technical Support, Disaster Recovery, Information Technology, Blackberry Enterprise..., Lotus Notes, Active Directory, Business Analysis, Troubleshooting, Servers, System Administration, Citrix, CRM, Windows Server, Mobile Device Management, Data Security, Social Media, Technical Consultation, Document Management, Technology Integration
Education
Cincinnati State Technical and Community College
Associate of Science (A.S.), Computer Information Systems
Bryant Lew Bryant Lew's Ameritas Investment Corp. Experience 2011 - Present
Job Financial Planner at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. 2011 - Present
First Investors 2008 - 2011
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelor’s Degree, Economics
Bryant University
Certified Financial Planner Certification, Financial Planning and Services
Chinese Center on LI
Mandarin School
ToastMasters International
Public Communications
Ameritas Investment Corp. 2011 - Present
First Investors 2008 - 2011
Education
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelor’s Degree, Economics
Bryant University
Certified Financial Planner Certification, Financial Planning and Services
Chinese Center on LI
Mandarin School
ToastMasters International
Public Communications
Cash Kinghorn Cash Kinghorn's Ameritas Investment Corp. Experience May 2012 - January 2013
Job Legal Intern at U.S. Department of Commerce, EDA; Legal Extern at Cook County Department of Revenue
Industry Legal Services
Experience
U.S. Department of Commerce, Economic Development Administration June 2015 - Present
Cook County Department of Revenue June 2015 - Present
Green Tree Servicing July 2013 - July 2014
Ameritas Investment Corp. May 2012 - January 2013
Skills
Series 7, Investments, Research, Retirement Planning, Investment Advisory, Series 63, Strategic Financial..., Mutual Funds, Asset Allocation, Financial Analysis, Financial Modeling
Education
Loyola University Chicago School of Law 2014 — 2017
Juris Doctor (J.D.)
Creighton University 2008 — 2012
B.S.B.A., Financial Analysis, Health Administration & Policy
Creighton University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
U.S. Department of Commerce, Economic Development Administration June 2015 - Present
Cook County Department of Revenue June 2015 - Present
Green Tree Servicing July 2013 - July 2014
Ameritas Investment Corp. May 2012 - January 2013
Skills
Series 7, Investments, Research, Retirement Planning, Investment Advisory, Series 63, Strategic Financial..., Mutual Funds, Asset Allocation, Financial Analysis, Financial Modeling
Education
Loyola University Chicago School of Law 2014 — 2017
Juris Doctor (J.D.)
Creighton University 2008 — 2012
B.S.B.A., Financial Analysis, Health Administration & Policy
Creighton University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Michael G. Murphy LUTCF, FSS Michael G. Murphy LUTCF, FSS's Ameritas Investment Corp. Experience March 1998 - April 2007
Job Helping people enhance their personal & business insurance and investment options
Industry Financial Services
Experience
Nelson Murphy Insurance & Investments September 2012 - Present
Grace/Mayer Insurance Agency, Inc. April 2007 - September 2012
Ameritas Investment Corp March 1998 - April 2007
Ameritas Financial Services January 1995 - March 1998
Skills
Retirement Planning, Insurance, Life Insurance, Estate Planning, Mutual Funds, Strategic Financial..., Investments, Small Business, Employee Benefits, Investment Advisory, Securities, Disability Insurance, Financial Services, 401k, Series 7, Series 6, Roth IRA, Universal Life, Term Life Insurance, Fixed Annuities, Long-term Care, Health Insurance, Financial Advisory, Finance, Retirement, Long Term Care Insurance, 401k Rollovers, College Savings Plans, Investment Strategies, Wealth, Investment Management, Wealth Management, Underwriting, Asset Allocation, Series 63, Financial Planners, ETFs, FINRA, Buy-sell Agreements, Variable Annuities, IRAs
Education
University of Nebraska-Lincoln 1990 — 1994
BSBA, Marketing & Finance
Nelson Murphy Insurance & Investments September 2012 - Present
Grace/Mayer Insurance Agency, Inc. April 2007 - September 2012
Ameritas Investment Corp March 1998 - April 2007
Ameritas Financial Services January 1995 - March 1998
Skills
Retirement Planning, Insurance, Life Insurance, Estate Planning, Mutual Funds, Strategic Financial..., Investments, Small Business, Employee Benefits, Investment Advisory, Securities, Disability Insurance, Financial Services, 401k, Series 7, Series 6, Roth IRA, Universal Life, Term Life Insurance, Fixed Annuities, Long-term Care, Health Insurance, Financial Advisory, Finance, Retirement, Long Term Care Insurance, 401k Rollovers, College Savings Plans, Investment Strategies, Wealth, Investment Management, Wealth Management, Underwriting, Asset Allocation, Series 63, Financial Planners, ETFs, FINRA, Buy-sell Agreements, Variable Annuities, IRAs
Education
University of Nebraska-Lincoln 1990 — 1994
BSBA, Marketing & Finance
Hannaniah Owens's Ameritas Investment Corp. Experience February 2012 - Present
Job President at 3D Financial & CMO at GateTrackr
Industry Financial Services
Experience
GateTrackr January 2015 - Present
3D Financial December 2011 - Present
Ameritas Investment Corp. February 2012 - Present
Owens & Associates May 2009 - Present
Guardian Insurance Agency Inc. 2008 - 2011
Skills
Strategic Financial..., Income Replacement, Retirement Planning, Life Insurance, Financial Services, Estate Preservation, Business Estate Planning, Property & Casualty..., Commercial Insurance, Group Benefit Plans, Team Leadership, Team Building, 401k Rollovers, Investment Strategies, Mutual Funds, Strategic Planning, College Funding..., Indexed Annuities, Series 6, Recruiting, Estate Planning, Whole Life, Long Term Care Insurance, Insurance, Leadership, Employee Benefits, Financial Planners, Investments, Fixed Annuities, Securities, IRAs, Universal Life, Disability Insurance, Health Insurance, Term Life Insurance, Small Business, Long-term Care, Retirement, Financial Advisory, 401k, Finance, Wealth Accumulation, Financial Planning, Customer Service, Sales, Marketing, Management
Education
National Leadership Institute 2004 — 2004
Certificate of Completion, Political Communication
University of Louisiana at Lafayette
Political Science Pre-Law
University of Louisiana at Lafayette
GateTrackr January 2015 - Present
3D Financial December 2011 - Present
Ameritas Investment Corp. February 2012 - Present
Owens & Associates May 2009 - Present
Guardian Insurance Agency Inc. 2008 - 2011
Skills
Strategic Financial..., Income Replacement, Retirement Planning, Life Insurance, Financial Services, Estate Preservation, Business Estate Planning, Property & Casualty..., Commercial Insurance, Group Benefit Plans, Team Leadership, Team Building, 401k Rollovers, Investment Strategies, Mutual Funds, Strategic Planning, College Funding..., Indexed Annuities, Series 6, Recruiting, Estate Planning, Whole Life, Long Term Care Insurance, Insurance, Leadership, Employee Benefits, Financial Planners, Investments, Fixed Annuities, Securities, IRAs, Universal Life, Disability Insurance, Health Insurance, Term Life Insurance, Small Business, Long-term Care, Retirement, Financial Advisory, 401k, Finance, Wealth Accumulation, Financial Planning, Customer Service, Sales, Marketing, Management
Education
National Leadership Institute 2004 — 2004
Certificate of Completion, Political Communication
University of Louisiana at Lafayette
Political Science Pre-Law
University of Louisiana at Lafayette
David Wu's Ameritas Investment Corp. Experience December 2010 - Present
Job Helping Families Secure Their Financial Futures
Industry Financial Services
Experience
20/20 Financial Advisers, LLC December 2010 - Present
Ameritas Investment Corp. December 2010 - Present
Coverking 2009 - 2009
BNC Mortgage January 2007 - October 2007
Rydek February 2006 - September 2006
Threshold Interactive June 2004 - January 2006
Skills
Strategic Financial..., Retirement Planning, Series 7, Financial Advisory, Insurance, Financial Analysis, Investments, Mutual Funds, LUTCF, Wealth Management, Securities, Term Life Insurance, Estate Planning, Online Trading, Asset Management, Long-term Care, IRAs, Roth IRA, 401k, 401k Rollovers, Stocks, ETFs, Tax-advantaged..., 529 Plans, Fixed Annuities, Variable Annuities, Indexed Annuities, Equity Indexed Annuities, Life Insurance, Permanent Life Insurance, Life & Health Insurance..., Irrevocable Life..., Licensed Life Insurance..., Defined Benefit, Personal Financial..., Capital Preservation, Wealth Accumulation..., Wealth Management..., Wealth Preservation..., Intergenerational..., Social Security, Income Protection, Qualified Retirement..., Critical Care, Final Expense Planning, Life Protection, Building Relationships, Charitable Trusts, Disability Income..., Finance
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Entrepreneurship & Finance
University of California, Los Angeles 2000 — 2004
Bachelor of Arts (BA), Economics
20/20 Financial Advisers, LLC December 2010 - Present
Ameritas Investment Corp. December 2010 - Present
Coverking 2009 - 2009
BNC Mortgage January 2007 - October 2007
Rydek February 2006 - September 2006
Threshold Interactive June 2004 - January 2006
Skills
Strategic Financial..., Retirement Planning, Series 7, Financial Advisory, Insurance, Financial Analysis, Investments, Mutual Funds, LUTCF, Wealth Management, Securities, Term Life Insurance, Estate Planning, Online Trading, Asset Management, Long-term Care, IRAs, Roth IRA, 401k, 401k Rollovers, Stocks, ETFs, Tax-advantaged..., 529 Plans, Fixed Annuities, Variable Annuities, Indexed Annuities, Equity Indexed Annuities, Life Insurance, Permanent Life Insurance, Life & Health Insurance..., Irrevocable Life..., Licensed Life Insurance..., Defined Benefit, Personal Financial..., Capital Preservation, Wealth Accumulation..., Wealth Management..., Wealth Preservation..., Intergenerational..., Social Security, Income Protection, Qualified Retirement..., Critical Care, Final Expense Planning, Life Protection, Building Relationships, Charitable Trusts, Disability Income..., Finance
Education
University of Southern California - Marshall School of Business 2008 — 2010
MBA, Entrepreneurship & Finance
University of California, Los Angeles 2000 — 2004
Bachelor of Arts (BA), Economics
Aristotle Polites's Ameritas Investment Corp. Experience May 2009 - August 2009
Job Owner at AristotleTheFitlosopher
Industry Financial Services
Experience
AristotleTheFitlosopher December 2014 - Present
CityFitness September 2014 - Present
CertainTeed Corporation April 2014 - August 2014
Chartwell Investment Partners January 2012 - January 2012
Stone Street Capital June 2011 - August 2011
AirClic June 2010 - January 2011
Ameritas Investment Corp. May 2009 - August 2009
Skills
Salesforce.com, Management, Sales, Sales Operations, Process Improvement, Training, Finance, Leadership, Research
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2012
Bachelor of Science, Finance
University of Maryland College Park 2007 — 2012
AristotleTheFitlosopher December 2014 - Present
CityFitness September 2014 - Present
CertainTeed Corporation April 2014 - August 2014
Chartwell Investment Partners January 2012 - January 2012
Stone Street Capital June 2011 - August 2011
AirClic June 2010 - January 2011
Ameritas Investment Corp. May 2009 - August 2009
Skills
Salesforce.com, Management, Sales, Sales Operations, Process Improvement, Training, Finance, Leadership, Research
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2012
Bachelor of Science, Finance
University of Maryland College Park 2007 — 2012
Tom Kueny Tom Kueny's Ameritas Investment Corp. Experience June 2012 - August 2014
Job Owner TK Painting Plus
Industry Facilities Services
Experience
TK Painting + November 2014 - Present
Ameritas Investment Corp June 2012 - August 2014
University of Iowa - Tippie College of Business June 1993 - May 2012
Lint - United Van Lines February 1990 - June 1993
Associated University Realty May 1984 - August 1984
Rembrandt Painting Unltd June 1982 - August 1983
Skills
Painting, Project Management, Customer Service, Life & Health Insurance..., Series 7 and 66...
Education
University of Iowa - Tippie School of Management 1996 — 1997
MBA coursework
University of Iowa - Henry B. Tippie College of Business 1984 — 1986
Bachelor in Business Admin
Fort Dodge Senior High
TK Painting + November 2014 - Present
Ameritas Investment Corp June 2012 - August 2014
University of Iowa - Tippie College of Business June 1993 - May 2012
Lint - United Van Lines February 1990 - June 1993
Associated University Realty May 1984 - August 1984
Rembrandt Painting Unltd June 1982 - August 1983
Skills
Painting, Project Management, Customer Service, Life & Health Insurance..., Series 7 and 66...
Education
University of Iowa - Tippie School of Management 1996 — 1997
MBA coursework
University of Iowa - Henry B. Tippie College of Business 1984 — 1986
Bachelor in Business Admin
Fort Dodge Senior High
Vernon Delaney Hobbs's Ameritas Investment Corp. Experience January 2002 - October 2006
Job Private Client Advisor at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2015 - Present
MetLife Securities May 2009 - September 2015
Silicon Valley University / San Jose State University / Keller Graduate School of Management / UOPX January 2006 - July 2015
Bank of America Merrill Lynch October 2006 - June 2009
Ameritas Investment Corp. January 2002 - October 2006
Cisco January 1996 - January 2002
USL Capital, Inc. (Ford Motor Credit subsidiary) January 1990 - December 1995
Charles Schwab October 1987 - January 1990
Skills
Teaching, Research, Microsoft Excel, PowerPoint, Critical Thinking, Leadership, Staff Development, Microsoft Office, Strategic Planning, Customer Service, Microsoft Word, Budgets, Adult Education, Public Speaking, Project Management, University Teaching, Higher Education, Time Management, Instructional Design, Student Development, Distance Learning, Student Affairs, E-Learning, Curriculum Development, Financial Modeling, Business Intelligence..., Macroeconomics, Monte Carlo Simulation, Regression Analysis, Statistics, Cash Flow Forecasting, Corporate FP&A, Financial Analysis
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
Florida State University - College of Business
Bachelor of Science (B.S.), Accounting
JPMorgan Chase & Co. September 2015 - Present
MetLife Securities May 2009 - September 2015
Silicon Valley University / San Jose State University / Keller Graduate School of Management / UOPX January 2006 - July 2015
Bank of America Merrill Lynch October 2006 - June 2009
Ameritas Investment Corp. January 2002 - October 2006
Cisco January 1996 - January 2002
USL Capital, Inc. (Ford Motor Credit subsidiary) January 1990 - December 1995
Charles Schwab October 1987 - January 1990
Skills
Teaching, Research, Microsoft Excel, PowerPoint, Critical Thinking, Leadership, Staff Development, Microsoft Office, Strategic Planning, Customer Service, Microsoft Word, Budgets, Adult Education, Public Speaking, Project Management, University Teaching, Higher Education, Time Management, Instructional Design, Student Development, Distance Learning, Student Affairs, E-Learning, Curriculum Development, Financial Modeling, Business Intelligence..., Macroeconomics, Monte Carlo Simulation, Regression Analysis, Statistics, Cash Flow Forecasting, Corporate FP&A, Financial Analysis
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance and Financial Management Services
Florida State University - College of Business
Bachelor of Science (B.S.), Accounting
Paul Sanfilippo Paul Sanfilippo's Ameritas Investment Corp. Experience February 2000 - June 2004
Job National Sales Director at DataRaptor Technologies Inc
Industry Insurance
Experience
DataRaptor Technologies Inc May 2014 - Present
Pinney Insurance Center, Inc January 2011 - May 2014
CPS Insurance Services February 2010 - December 2010
Crump Insurance June 2004 - October 2009
Ameritas Investment Corp February 2000 - June 2004
Ameriquest Capital Group July 2003 - April 2004
Foresters September 2001 - April 2003
Fleet Bank December 2000 - August 2001
Morgan Stanley Smith Barney December 1999 - January 2001
MetLife Financial Services June 1998 - February 1999
Skills
Business Planning, Financial Planning, Settlement, Retirement Planning, Estate Planning, Wealth Management, Business Strategy, Retirement Income..., Retirement, New Business Development, Marketing Strategy, Insurance, Wealth, Saving for Education, Insurance Planning, Asset Allocation, Asset Management, Market Research, Competitive Analysis, Financial Advice, Inheritance Tax Planning, Strategy Development, Charitable Giving, Risk Management, Long Term Care, Annuities, Disability Insurance, Succession Planning, Term Life Insurance, Underwriting, IRA's, Direct Marketing, Business Process..., Fixed Annuities, Financial Planners, Long-term Care, Social Media Marketing, Strategic Financial..., IRAs, Health Insurance, Wealth Accumulation, Financial Advisory, Life Insurance, Universal Life, 401k, Whole Life, Employee Benefits, Brokers, Long Term Care Insurance, Small Business
Education
Santa Monica College 1996 — 1997
General Ed, Pre Med
MiraCosta College 1993 — 1996
General Ed, Psychology
Palomar College 1992 — 1994
General Ed, Education
LIU Post 1991 — 1992
General Ed, Education
DataRaptor Technologies Inc May 2014 - Present
Pinney Insurance Center, Inc January 2011 - May 2014
CPS Insurance Services February 2010 - December 2010
Crump Insurance June 2004 - October 2009
Ameritas Investment Corp February 2000 - June 2004
Ameriquest Capital Group July 2003 - April 2004
Foresters September 2001 - April 2003
Fleet Bank December 2000 - August 2001
Morgan Stanley Smith Barney December 1999 - January 2001
MetLife Financial Services June 1998 - February 1999
Skills
Business Planning, Financial Planning, Settlement, Retirement Planning, Estate Planning, Wealth Management, Business Strategy, Retirement Income..., Retirement, New Business Development, Marketing Strategy, Insurance, Wealth, Saving for Education, Insurance Planning, Asset Allocation, Asset Management, Market Research, Competitive Analysis, Financial Advice, Inheritance Tax Planning, Strategy Development, Charitable Giving, Risk Management, Long Term Care, Annuities, Disability Insurance, Succession Planning, Term Life Insurance, Underwriting, IRA's, Direct Marketing, Business Process..., Fixed Annuities, Financial Planners, Long-term Care, Social Media Marketing, Strategic Financial..., IRAs, Health Insurance, Wealth Accumulation, Financial Advisory, Life Insurance, Universal Life, 401k, Whole Life, Employee Benefits, Brokers, Long Term Care Insurance, Small Business
Education
Santa Monica College 1996 — 1997
General Ed, Pre Med
MiraCosta College 1993 — 1996
General Ed, Psychology
Palomar College 1992 — 1994
General Ed, Education
LIU Post 1991 — 1992
General Ed, Education
Matthew Soule's Ameritas Investment Corp. Experience May 2015 - Present
Job Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. May 2015 - Present
Skills
Finance, Investments
Education
Emporia State University 2004 — 2007
Ameritas Investment Corp. May 2015 - Present
Skills
Finance, Investments
Education
Emporia State University 2004 — 2007
Darla G. Wilton Darla G. Wilton's Ameritas Investment Corp. Experience June 2013 - Present
Job Vice President, Chief Administration Officer at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. June 2013 - Present
COO Incite 2012 - Present
BlackRock, Inc. 2011 - 2012
Williams Financial Group 2008 - 2010
AIG Retirement 2004 - 2008
INTERFINANCIAL PARTNERS, INC. (FORMERLY TIG SECURITIES, INC.) 2002 - 2003
Charles Schwab and Company, INC. 1989 - 2001
Skills
Business Strategy, Performance Consulting, CRM software, Strategic Planning, Project Execution, Sales Management, Talent and Performance..., Financial Services, Financial Management..., Business Transformation, Turnaround Experience, Operational Turnaround, Turn Around Management, Business Planning, Talent Management, Project Management, High-Level Relationship..., Long-term Customer..., Relationship Management, Change Management, Compensation Structure..., Leadership Development, Business Performance..., Sales Management..., Consultative Sales..., Regulatory Compliance, Account Management, Key Account Management, Key Account..., Operations Management, Corporate Events, Asset Managment, Wealth Management, Retirement Plan..., Retirement Planning, RIA, Registered Investment..., Team Building, Business Development, Business Growth..., Strategic Initiatives, High Performance..., Leveraging Strategic..., Performance Improvement, Sales Compensation..., Conference Design, PFP, Corporate Strategy..., Talent Acquisition, Financial Modeling
Education
The University of Texas at San Antonio 2001 — 2003
Executive MBA, Leadership and Executive Management
J. Frank Dobie
Ameritas Investment Corp. June 2013 - Present
COO Incite 2012 - Present
BlackRock, Inc. 2011 - 2012
Williams Financial Group 2008 - 2010
AIG Retirement 2004 - 2008
INTERFINANCIAL PARTNERS, INC. (FORMERLY TIG SECURITIES, INC.) 2002 - 2003
Charles Schwab and Company, INC. 1989 - 2001
Skills
Business Strategy, Performance Consulting, CRM software, Strategic Planning, Project Execution, Sales Management, Talent and Performance..., Financial Services, Financial Management..., Business Transformation, Turnaround Experience, Operational Turnaround, Turn Around Management, Business Planning, Talent Management, Project Management, High-Level Relationship..., Long-term Customer..., Relationship Management, Change Management, Compensation Structure..., Leadership Development, Business Performance..., Sales Management..., Consultative Sales..., Regulatory Compliance, Account Management, Key Account Management, Key Account..., Operations Management, Corporate Events, Asset Managment, Wealth Management, Retirement Plan..., Retirement Planning, RIA, Registered Investment..., Team Building, Business Development, Business Growth..., Strategic Initiatives, High Performance..., Leveraging Strategic..., Performance Improvement, Sales Compensation..., Conference Design, PFP, Corporate Strategy..., Talent Acquisition, Financial Modeling
Education
The University of Texas at San Antonio 2001 — 2003
Executive MBA, Leadership and Executive Management
J. Frank Dobie
Andrew Ingwerson Andrew Ingwerson's Ameritas Investment Corp. Experience July 2012 - April 2014
Job Master Electrician at Ingwerson Electric
Industry Construction
Experience
Ingwerson Electric LLC March 2012 - Present
US Army April 1989 - Present
Ameritas Investment Corp July 2012 - April 2014
Grand Electric LLC January 2004 - March 2012
Commonwealth Electric Company of the Midwest January 1995 - January 2004
Southeast Community College IBEW Option September 2002 - December 2003
Skills
Military Training, Electricity, Electric Power, Panel Wiring, Control Panel Design, Building Maintenance, OSHA Certified, Blueprint Reading, Electrical Controls, Electrical Estimating, Electrical Safety, Electrical..., Electrical Contracting, Wiring
Education
Southeast Community College 1995 — 2000
Journeyman Electrician, Electrician
Waverly High School 1985 — 1989
High School Diploma, High School/Secondary Diplomas and Certificates
Ingwerson Electric LLC March 2012 - Present
US Army April 1989 - Present
Ameritas Investment Corp July 2012 - April 2014
Grand Electric LLC January 2004 - March 2012
Commonwealth Electric Company of the Midwest January 1995 - January 2004
Southeast Community College IBEW Option September 2002 - December 2003
Skills
Military Training, Electricity, Electric Power, Panel Wiring, Control Panel Design, Building Maintenance, OSHA Certified, Blueprint Reading, Electrical Controls, Electrical Estimating, Electrical Safety, Electrical..., Electrical Contracting, Wiring
Education
Southeast Community College 1995 — 2000
Journeyman Electrician, Electrician
Waverly High School 1985 — 1989
High School Diploma, High School/Secondary Diplomas and Certificates
Jo Carr Jo Carr's Ameritas Investment Corp. Experience October 2008 - October 2011
Job President at GaJo, Inc.
Industry Retail
Experience
TheMLSonline.com September 2013 - Present
Ga-Jo, Inc. May 2006 - Present
Ameritas Investment Corp. October 2008 - October 2011
American Gramaphone August 2001 - January 2008
Navarre Corporation June 1996 - June 2001
Nice Man Merchandising November 1994 - June 1996
Various Companies/Organizations January 1979 - September 1994
Skills
Marketing, Strategic Financial..., Budget, Microsoft Office, Customer Service, New Business Development, Long-term Care, Insurance, 401k, Leadership Development, Recruiting, Budgets, Nonprofits, Retail, Advertising, Management, Finance, Team Building, Business Planning, Strategic Planning, Process Improvement, Strategy, Coaching, Team Leadership, Operations Management, Customer Satisfaction, Business Analysis, Event Management, Marketing Strategy, Business Strategy, Public Speaking, Sales Management, Project Management, Leadership, Real Estate, Microsoft Excel, Sales, Training
Education
Yuba College 1983 — 1984
AS, Business Administration
Anoka Technical College 1972 — 1974
AA, Medical Record Technology
TheMLSonline.com September 2013 - Present
Ga-Jo, Inc. May 2006 - Present
Ameritas Investment Corp. October 2008 - October 2011
American Gramaphone August 2001 - January 2008
Navarre Corporation June 1996 - June 2001
Nice Man Merchandising November 1994 - June 1996
Various Companies/Organizations January 1979 - September 1994
Skills
Marketing, Strategic Financial..., Budget, Microsoft Office, Customer Service, New Business Development, Long-term Care, Insurance, 401k, Leadership Development, Recruiting, Budgets, Nonprofits, Retail, Advertising, Management, Finance, Team Building, Business Planning, Strategic Planning, Process Improvement, Strategy, Coaching, Team Leadership, Operations Management, Customer Satisfaction, Business Analysis, Event Management, Marketing Strategy, Business Strategy, Public Speaking, Sales Management, Project Management, Leadership, Real Estate, Microsoft Excel, Sales, Training
Education
Yuba College 1983 — 1984
AS, Business Administration
Anoka Technical College 1972 — 1974
AA, Medical Record Technology
Aaron Berthold Aaron Berthold's Ameritas Investment Corp. Experience October 2013 - Present
Job Supervision Manager at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. October 2013 - Present
Ameritas Investment Corp. August 2004 - October 2013
Skills
Investments, Securities, Leadership, Retirement Planning, Series 7, Wealth Management, Retirement, Strategic Financial..., Financial Services, Fixed Annuities, Asset Management, Series 63, Portfolio Management, 401k, Equities
Education
Doane College 2008 — 2011
Master's degree, Management & Leadership
University of Nebraska-Lincoln 1994 — 1998
Bachelor's degree, Business/Education
Ameritas Investment Corp. October 2013 - Present
Ameritas Investment Corp. August 2004 - October 2013
Skills
Investments, Securities, Leadership, Retirement Planning, Series 7, Wealth Management, Retirement, Strategic Financial..., Financial Services, Fixed Annuities, Asset Management, Series 63, Portfolio Management, 401k, Equities
Education
Doane College 2008 — 2011
Master's degree, Management & Leadership
University of Nebraska-Lincoln 1994 — 1998
Bachelor's degree, Business/Education
John Jaye, CLU John Jaye, CLU's Ameritas Investment Corp. Experience 2005 - September 2014
Job Registered Representative at Equity Services, Inc.
Industry Financial Services
Experience
Equity Services, Inc. September 2014 - Present
National Life Group July 2014 - Present
Dome Financial Services, LTD 2004 - Present
Ameritas Investment Corp. 2005 - September 2014
The MONY Group December 1988 - November 2004
Prudential Financial September 1984 - October 1987
Skills
Investments, Financial Services, Securities, Disability Insurance, Retirement, Life Insurance, Fixed Annuities, FINRA, Finance, Wealth Management, Tax
Education
University of Iowa - Henry B. Tippie College of Business 1973 — 1977
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General and Marketing
Equity Services, Inc. September 2014 - Present
National Life Group July 2014 - Present
Dome Financial Services, LTD 2004 - Present
Ameritas Investment Corp. 2005 - September 2014
The MONY Group December 1988 - November 2004
Prudential Financial September 1984 - October 1987
Skills
Investments, Financial Services, Securities, Disability Insurance, Retirement, Life Insurance, Fixed Annuities, FINRA, Finance, Wealth Management, Tax
Education
University of Iowa - Henry B. Tippie College of Business 1973 — 1977
Bachelor of Business Administration (B.B.A.), Human Resources Management/Personnel Administration, General and Marketing
Andrew Hollister Andrew Hollister's Ameritas Investment Corp. Experience September 2011 - December 2014
Job Farm Manager / Owner at Hollister Farms
Industry Farming
Experience
Hollister Rentals June 2007 - Present
Hollister Farms June 2006 - Present
Ameritas Investment Corp. September 2011 - December 2014
Skills
Investments, Trading, Financial Planning, Stocks, Mutual Funds, Retirement Planning, Bonds, Series 7, Series 63, Series 65, Series 6, Life Insurance, Marketing, Personal Income Tax..., Small Business, Dairy, Farms, Real Estate, Investment Properties, Entrepreneurship, Real Estate Development, Property Management, Organic Farming, Vegetable Gardening, Sustainability, Marketing Strategy, Investors, Real Estate Transactions, Single Family Homes, New Business Development, Negotiation, Social Media Marketing, Sustainable Gardening, Urban Gardening, Permaculture, Canning, Food Preservation, Orchard, Chickens, Eggs, Lamb, Goats, Butchery, Composting, Cooperative, Farmers Markets, Aquaculture, Aquariums, Greenhouse, Options Strategies
Education
Peru State College 2004 — 2007
Bachelor of Science (BS), Business Administration, Accounting
Hollister Rentals June 2007 - Present
Hollister Farms June 2006 - Present
Ameritas Investment Corp. September 2011 - December 2014
Skills
Investments, Trading, Financial Planning, Stocks, Mutual Funds, Retirement Planning, Bonds, Series 7, Series 63, Series 65, Series 6, Life Insurance, Marketing, Personal Income Tax..., Small Business, Dairy, Farms, Real Estate, Investment Properties, Entrepreneurship, Real Estate Development, Property Management, Organic Farming, Vegetable Gardening, Sustainability, Marketing Strategy, Investors, Real Estate Transactions, Single Family Homes, New Business Development, Negotiation, Social Media Marketing, Sustainable Gardening, Urban Gardening, Permaculture, Canning, Food Preservation, Orchard, Chickens, Eggs, Lamb, Goats, Butchery, Composting, Cooperative, Farmers Markets, Aquaculture, Aquariums, Greenhouse, Options Strategies
Education
Peru State College 2004 — 2007
Bachelor of Science (BS), Business Administration, Accounting
Jennifer Kobza's Ameritas Investment Corp. Experience April 2015 - Present
Job Director at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. April 2015 - Present
First National Bank of Omaha May 2007 - April 2015
Deloitte 2005 - 2007
Education
Creighton University
Master of Business Administration (MBA), Accounting and Finance
Creighton University
B.S.B.A., Accounting and Finance
Ameritas Investment Corp. April 2015 - Present
First National Bank of Omaha May 2007 - April 2015
Deloitte 2005 - 2007
Education
Creighton University
Master of Business Administration (MBA), Accounting and Finance
Creighton University
B.S.B.A., Accounting and Finance
Chris Laughlin Chris Laughlin's Ameritas Investment Corp. Experience 1997 - 2013
Job Financial Advisor at Wealth Advisors Group
Industry Financial Services
Experience
Wealth Advisors Group, LLC March 1998 - Present
Ameritas Investment Corp. 1997 - 2013
Skills
Financial Reporting, Portfolio Management, Mutual Funds, Securities, Series 7, Uniform Combined State..., Wealth Management, Retirement Planning, Investments, Asset Allocation, Strategic Financial..., Retirement, Fixed Annuities, Series 63, Asset Management
Education
Penn State University 1993 — 1997
BS, Finance
Wealth Advisors Group, LLC March 1998 - Present
Ameritas Investment Corp. 1997 - 2013
Skills
Financial Reporting, Portfolio Management, Mutual Funds, Securities, Series 7, Uniform Combined State..., Wealth Management, Retirement Planning, Investments, Asset Allocation, Strategic Financial..., Retirement, Fixed Annuities, Series 63, Asset Management
Education
Penn State University 1993 — 1997
BS, Finance
Heather Jansen's Ameritas Investment Corp. Experience September 2013 - Present
Job Experienced Financial Services Executive
Industry Financial Services
Experience
Ameritas Investment Corp. September 2013 - Present
FinaCom Solutions April 2011 - Present
QA3 Financial Corp November 2002 - March 2011
Premier Recruiters January 2000 - November 2002
First Data Corporation January 1998 - November 2000
ConAgra Foods June 1989 - February 1998
Skills
Financial Management, Risk Analytics, Strategic Planning, Business Planning, Securities, Management Consulting, Executive Management, New Business Development, Financial Planning, Financial Services, Investments, Finance, Retirement Planning, Management
Education
University of Nebraska at Omaha 1984 — 1988
BSBA, Accounting
Ameritas Investment Corp. September 2013 - Present
FinaCom Solutions April 2011 - Present
QA3 Financial Corp November 2002 - March 2011
Premier Recruiters January 2000 - November 2002
First Data Corporation January 1998 - November 2000
ConAgra Foods June 1989 - February 1998
Skills
Financial Management, Risk Analytics, Strategic Planning, Business Planning, Securities, Management Consulting, Executive Management, New Business Development, Financial Planning, Financial Services, Investments, Finance, Retirement Planning, Management
Education
University of Nebraska at Omaha 1984 — 1988
BSBA, Accounting
Randon Rohlfs Randon Rohlfs's Ameritas Investment Corp. Experience January 2012 - August 2013
Job Union Pacific Operations Manager
Industry Transportation/Trucking/Railroad
Experience
Union Pacific Railroad September 2014 - Present
University of Nebraska-Lincoln August 2011 - May 2014
Ameritas Investment Corp. January 2012 - August 2013
Hy-Vee Food Stores September 2007 - August 2011
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, Organization, Problem Solving, Team Leadership, Social Media Marketing, Project Management, Some Spanish, Cash Flow, Event Planning, Supportive, Budget Monitoring, Confidentiality, PowerPoint, Corporate Finance, Event Management, Coaching, Marketing Communications, Marketing, Strategy, Fundraising, Personal Finance, Cost Basis Reporting, Cost Basis, Financial Analysis, Strategic Financial..., Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Analysis, Bloomberg Terminal, Bloomberg, Managerial Finance, Ethical Decision Making, Decision Analysis, Quantitative Finance, Teamwork, Analysis, Time Management, Finance, Microsoft Word
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor's Degree, Finance, Graduate
Brownell-Talbot School 2006 — 2010
High School Diploma
Union Pacific Railroad September 2014 - Present
University of Nebraska-Lincoln August 2011 - May 2014
Ameritas Investment Corp. January 2012 - August 2013
Hy-Vee Food Stores September 2007 - August 2011
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Customer Service, Organization, Problem Solving, Team Leadership, Social Media Marketing, Project Management, Some Spanish, Cash Flow, Event Planning, Supportive, Budget Monitoring, Confidentiality, PowerPoint, Corporate Finance, Event Management, Coaching, Marketing Communications, Marketing, Strategy, Fundraising, Personal Finance, Cost Basis Reporting, Cost Basis, Financial Analysis, Strategic Financial..., Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Analysis, Bloomberg Terminal, Bloomberg, Managerial Finance, Ethical Decision Making, Decision Analysis, Quantitative Finance, Teamwork, Analysis, Time Management, Finance, Microsoft Word
Education
University of Nebraska-Lincoln 2010 — 2014
Bachelor's Degree, Finance, Graduate
Brownell-Talbot School 2006 — 2010
High School Diploma
Tim Gaigals's Ameritas Investment Corp. Experience September 2003 - Present
Job Executive Vice President, Certified Financial Planner at Tax Favored Benefits
Industry Financial Services
Experience
Tax Favored Benefits September 2003 - Present
Ameritas Investment Corp. September 2003 - Present
Contstellation Power Source, Inc. September 2002 - September 2003
Aquila February 1999 - July 2002
Continental Grain Company May 1995 - December 1998
Skills
Financial Analysis, Investments, Strategic Financial..., Asset Managment, Employee Benefits, Trading, 401k, Retirement Planning, Equities, Life Insurance, Wealth Management, Wealth Accumulation, Financial Advisory, Financial Services, Estate Planning, Wealth, Asset Management, FINRA, Financial Planning, Securities
Education
University of Kansas 1991 — 1995
BS, Business Administration
Tax Favored Benefits September 2003 - Present
Ameritas Investment Corp. September 2003 - Present
Contstellation Power Source, Inc. September 2002 - September 2003
Aquila February 1999 - July 2002
Continental Grain Company May 1995 - December 1998
Skills
Financial Analysis, Investments, Strategic Financial..., Asset Managment, Employee Benefits, Trading, 401k, Retirement Planning, Equities, Life Insurance, Wealth Management, Wealth Accumulation, Financial Advisory, Financial Services, Estate Planning, Wealth, Asset Management, FINRA, Financial Planning, Securities
Education
University of Kansas 1991 — 1995
BS, Business Administration
Cade Evans Cade Evans's Ameritas Investment Corp. Experience January 2012 - April 2013
Job Professional Services Consultant at DM2 Software
Industry Financial Services
Experience
DM2 Software May 2014 - Present
Northwestern Mutual April 2013 - May 2014
Ameritas Investment Corp. January 2012 - April 2013
Sovereign Financial Group September 2011 - April 2013
DM2 Software, Inc. April 2007 - August 2011
White Mountain Fuels August 2004 - March 2007
Ford Motor Company January 2003 - July 2004
Education
Brigham Young University 2000 — 2002
BS - Business, Finance & Financial Services
DM2 Software May 2014 - Present
Northwestern Mutual April 2013 - May 2014
Ameritas Investment Corp. January 2012 - April 2013
Sovereign Financial Group September 2011 - April 2013
DM2 Software, Inc. April 2007 - August 2011
White Mountain Fuels August 2004 - March 2007
Ford Motor Company January 2003 - July 2004
Education
Brigham Young University 2000 — 2002
BS - Business, Finance & Financial Services
Ann Dohmen Ann Dohmen's Ameritas Investment Corp. Experience 1997 - Present
Job Field Technology Analyst at Ameritas Life Insurance Corp
Industry Insurance
Experience
Ameritas March 2000 - Present
Ameritas Investment Corp 1997 - Present
Ameritas March 1997 - March 2000
Allied Insurance September 1991 - March 1997
Skills
Fixed Annuities, Retirement, Life Insurance, Term Life Insurance, Mutual Funds, Insurance, IRAs, Series 6, Series 26, Technical Support, Training, Securities
Education
University of Nebraska-Lincoln 1991 — 1992
Ameritas March 2000 - Present
Ameritas Investment Corp 1997 - Present
Ameritas March 1997 - March 2000
Allied Insurance September 1991 - March 1997
Skills
Fixed Annuities, Retirement, Life Insurance, Term Life Insurance, Mutual Funds, Insurance, IRAs, Series 6, Series 26, Technical Support, Training, Securities
Education
University of Nebraska-Lincoln 1991 — 1992
Gabe Swan's Ameritas Investment Corp. Experience January 2012 - Present
Job Investment Adviser Representative
Industry Financial Services
Experience
Ameritas Investment Corp. January 2012 - Present
PHP Agency LLC January 2011 - Present
Ventura Botanical Gardens, Inc January 2009 - Present
World Financial Group (WFG) April 2010 - January 2011
Santa Barbara Bank & Trust May 2007 - December 2010
Skills
Strategic Financial..., Investments, Insurance, Financial Analysis, Financial Advisory, Retirement Planning, Finance, Fixed Annuities, IRAs, Retirement, Business Strategy, Portfolio Management, Sales Management, Wealth Management, Management, 401k, Entrepreneurship, Life Insurance, Leadership, Small Business, Public Speaking, Wealth, Financial Services, Sales, Financial Planning, Budgets, Loans
Education
University of California, Santa Barbara 1998 — 2001
Chemical Engineering
Los Angeles Valley College 2001 — 2004
Business & Finance
Ameritas Investment Corp. January 2012 - Present
PHP Agency LLC January 2011 - Present
Ventura Botanical Gardens, Inc January 2009 - Present
World Financial Group (WFG) April 2010 - January 2011
Santa Barbara Bank & Trust May 2007 - December 2010
Skills
Strategic Financial..., Investments, Insurance, Financial Analysis, Financial Advisory, Retirement Planning, Finance, Fixed Annuities, IRAs, Retirement, Business Strategy, Portfolio Management, Sales Management, Wealth Management, Management, 401k, Entrepreneurship, Life Insurance, Leadership, Small Business, Public Speaking, Wealth, Financial Services, Sales, Financial Planning, Budgets, Loans
Education
University of California, Santa Barbara 1998 — 2001
Chemical Engineering
Los Angeles Valley College 2001 — 2004
Business & Finance
Amanda Peterson, Esq. Amanda Peterson, Esq.'s Ameritas Investment Corp. Experience February 2011 - May 2011
Job ...
Industry Law Practice
Experience
Harrison Law Group August 2013 - October 2014
Cowie & Mott, P.A. May 2011 - July 2013
University of Baltimore Family Law Clinic January 2012 - June 2012
Ameritas Investment Corp. February 2011 - May 2011
NRT Reoexperts, LLC April 2008 - July 2009
Law Offices of Marc Goldstein August 2007 - December 2007
Adams & Diaco, P.A. July 2006 - August 2007
Ken Courtney Realty January 2005 - July 2006
RE/MAX Prestige October 2002 - January 2005
Skills
Legal Writing, Legal Research, Westlaw, Litigation, Civil Litigation, Trials, Lexis, Family Law, Torts, Document Drafting, Public Policy, Depositions, Real Estate Transactions, Construction Law, Appeals, Criminal Law, Hearings, Administrative Law, LexisNexis
Education
University of Baltimore School of Law 2009 — 2012
Juris Doctor, Law
University of Central Florida 2006 — 2007
B.A., Legal Studies
Florida Atlantic University 2003 — 2005
Associate's Degree, Political Science/Pre-Law
Harrison Law Group August 2013 - October 2014
Cowie & Mott, P.A. May 2011 - July 2013
University of Baltimore Family Law Clinic January 2012 - June 2012
Ameritas Investment Corp. February 2011 - May 2011
NRT Reoexperts, LLC April 2008 - July 2009
Law Offices of Marc Goldstein August 2007 - December 2007
Adams & Diaco, P.A. July 2006 - August 2007
Ken Courtney Realty January 2005 - July 2006
RE/MAX Prestige October 2002 - January 2005
Skills
Legal Writing, Legal Research, Westlaw, Litigation, Civil Litigation, Trials, Lexis, Family Law, Torts, Document Drafting, Public Policy, Depositions, Real Estate Transactions, Construction Law, Appeals, Criminal Law, Hearings, Administrative Law, LexisNexis
Education
University of Baltimore School of Law 2009 — 2012
Juris Doctor, Law
University of Central Florida 2006 — 2007
B.A., Legal Studies
Florida Atlantic University 2003 — 2005
Associate's Degree, Political Science/Pre-Law
Isaiah Davis-Allen Isaiah Davis-Allen's Ameritas Investment Corp. Experience June 2015 - Present
Job Summer Intern at Ameritas Investment Corp.
Industry Human Resources
Experience
Ameritas Investment Corp. June 2015 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, Event Planning
Education
University of Maryland College Park 2013 — 2017
Geography, Human Resources Development
Ameritas Investment Corp. June 2015 - Present
Skills
Microsoft Office, PowerPoint, Microsoft Word, Research, Event Planning
Education
University of Maryland College Park 2013 — 2017
Geography, Human Resources Development
John-Paul Gerhold's Ameritas Investment Corp. Experience May 2003 - August 2004
Job Entrepreneur & looking for more
Industry Package/Freight Delivery
Experience
Gerhold Enterpise LLC, dba US Mailroom (Bala Cynwyd Shopping Ctr) December 2004 - Present
Gerhold Enterpises LLC. dba US Mailroom December 2004 - Present
Ameritas Investment Corp. May 2003 - August 2004
The MONY Group May 2000 - July 2004
Skills
PIAA Basketball Referee
Education
Saint Joseph's University 1996 — 2000
Business, Finance
Perkiomen Prepatory School
Gerhold Enterpise LLC, dba US Mailroom (Bala Cynwyd Shopping Ctr) December 2004 - Present
Gerhold Enterpises LLC. dba US Mailroom December 2004 - Present
Ameritas Investment Corp. May 2003 - August 2004
The MONY Group May 2000 - July 2004
Skills
PIAA Basketball Referee
Education
Saint Joseph's University 1996 — 2000
Business, Finance
Perkiomen Prepatory School
James Janssen's Ameritas Investment Corp. Experience November 2008 - Present
Job Financial Consultant
Industry Investment Management
Experience
Ameritas Investment Corp. November 2008 - Present
Wells Fargo March 2007 - October 2008
Skills
Retirement Planning, Series 7, Mutual Funds, Retirement, Wealth Management, Investments, Investment Advisory, Strategic Financial..., 401k, Securities, Pensions, Financial Advisory, Asset Allocation, Portfolio Management, Investment Strategies
Education
Arizona State University 2000 — 2005
BS, Business/Corporate Communications
Ameritas Investment Corp. November 2008 - Present
Wells Fargo March 2007 - October 2008
Skills
Retirement Planning, Series 7, Mutual Funds, Retirement, Wealth Management, Investments, Investment Advisory, Strategic Financial..., 401k, Securities, Pensions, Financial Advisory, Asset Allocation, Portfolio Management, Investment Strategies
Education
Arizona State University 2000 — 2005
BS, Business/Corporate Communications
Price Rivers's Ameritas Investment Corp. Experience August 2003 - October 2006
Job Finance Professional Seeking Employment
Industry Financial Services
Experience
Self August 2007 - Present
Orizon Investment Counsel November 2006 - August 2007
Ameritas Investment Corp August 2003 - October 2006
Legent Clearing June 2002 - July 2003
Ameritrade September 2000 - June 2002
Ameritrade November 1998 - June 2002
Skills
Investments, Series 7, Financial Services, Risk Management, Mutual Funds, Financial Analysis, Management, Equities, Securities, Strategic Planning, FINRA, Trading, Fixed Income, Mergers & Acquisitions, Leadership, Options, Wealth Management
Education
University of Nebraska-Lincoln 2009 — 2012
Master of Business Administration (M.B.A.), Finance, General
Dartmouth College 1987 — 1991
Bachelor of Arts (B.A.), Government
Self August 2007 - Present
Orizon Investment Counsel November 2006 - August 2007
Ameritas Investment Corp August 2003 - October 2006
Legent Clearing June 2002 - July 2003
Ameritrade September 2000 - June 2002
Ameritrade November 1998 - June 2002
Skills
Investments, Series 7, Financial Services, Risk Management, Mutual Funds, Financial Analysis, Management, Equities, Securities, Strategic Planning, FINRA, Trading, Fixed Income, Mergers & Acquisitions, Leadership, Options, Wealth Management
Education
University of Nebraska-Lincoln 2009 — 2012
Master of Business Administration (M.B.A.), Finance, General
Dartmouth College 1987 — 1991
Bachelor of Arts (B.A.), Government
Scott LoPresti's Ameritas Investment Corp. Experience May 2009 - Present
Job Agent at Dipaola Financial Group
Industry Financial Services
Experience
Ameritas Investment Corp. May 2009 - Present
MetLife May 2007 - May 2009
The Hotaling Group October 2001 - May 2007
Education
University of Phoenix 2000 — 2003
MBA, Business Administration
Iona College 1992 — 1996
BA, Criminal Justice
Ameritas Investment Corp. May 2009 - Present
MetLife May 2007 - May 2009
The Hotaling Group October 2001 - May 2007
Education
University of Phoenix 2000 — 2003
MBA, Business Administration
Iona College 1992 — 1996
BA, Criminal Justice
Richard Chitwood's Ameritas Investment Corp. Experience September 2006 - Present
Job Compliance Examiner
Industry Financial Services
Experience
Ameritas Investment Corp. September 2006 - Present
Skills
Series 7, Series 24, Series 63, Series 66
Education
University of Cincinnati 1973 — 1976
Bachelor of Arts
Western Hills High School, Ft. Worth TX 1970 — 1972
High School Diploma, General
Ameritas Investment Corp. September 2006 - Present
Skills
Series 7, Series 24, Series 63, Series 66
Education
University of Cincinnati 1973 — 1976
Bachelor of Arts
Western Hills High School, Ft. Worth TX 1970 — 1972
High School Diploma, General
Michael Ramage, JD's Ameritas Investment Corp. Experience August 2002 - June 2006
Job Settlement Advisor at NAF Settlement Advisors
Industry Insurance
Experience
NAF Settlement Advisors Registered RepresentativeThe Riderwood Group2008 - Present
Self-employed March 1999 - March 2007
Ameritas Investment Corp August 2002 - June 2006
Bank One FKA First Chicago June 1995 - January 1999
Education
Northern Illinois University 1993 — 1996
JD, Law
Western Illinois University 1991 — 1993
BA, Political Science
Knox College 1989 — 1991
Political Science, Economics
NAF Settlement Advisors Registered RepresentativeThe Riderwood Group2008 - Present
Self-employed March 1999 - March 2007
Ameritas Investment Corp August 2002 - June 2006
Bank One FKA First Chicago June 1995 - January 1999
Education
Northern Illinois University 1993 — 1996
JD, Law
Western Illinois University 1991 — 1993
BA, Political Science
Knox College 1989 — 1991
Political Science, Economics
Laura (Kalish) Sorgen, CPA, CFP®'s Ameritas Investment Corp. Experience January 2005 - May 2014
Job Helping Professionals and Business Owners Create, Manage and Protect Wealth
Industry Financial Services
Experience
Benchmark Financial Group June 2014 - Present
Ameritas Investment Corp January 2005 - May 2014
Bank of New York 2002 - 2004
Kforce 1999 - 2002
AIG 1996 - 1999
KPMG October 1992 - October 1994
Skills
Securities, Wealth Management, Investments, Alternative Investments, Estate Planning, Strategic Planning, Series 7, Certified Financial..., Investment Advisory, Asset Allocation, Portfolio Management, Asset Management, Private Equity, Retirement Planning, Entrepreneurship, Management, Finance, Due Diligence, Strategic Financial..., small business, Insurance, Financial Analysis, Fixed Annuities, Variable Products, Life Insurance, Mutual Funds, series 66
Education
Pace University - Lubin School of Business 1995 — 1998
MBA, Financial Management
University at Albany, SUNY 1988 — 1992
BS, Accounting
Benchmark Financial Group June 2014 - Present
Ameritas Investment Corp January 2005 - May 2014
Bank of New York 2002 - 2004
Kforce 1999 - 2002
AIG 1996 - 1999
KPMG October 1992 - October 1994
Skills
Securities, Wealth Management, Investments, Alternative Investments, Estate Planning, Strategic Planning, Series 7, Certified Financial..., Investment Advisory, Asset Allocation, Portfolio Management, Asset Management, Private Equity, Retirement Planning, Entrepreneurship, Management, Finance, Due Diligence, Strategic Financial..., small business, Insurance, Financial Analysis, Fixed Annuities, Variable Products, Life Insurance, Mutual Funds, series 66
Education
Pace University - Lubin School of Business 1995 — 1998
MBA, Financial Management
University at Albany, SUNY 1988 — 1992
BS, Accounting
Christian Hviid, CFA's Ameritas Investment Corp. Experience 2001 - 2005
Job
Industry Investment Management
Experience
Point Guard Capital LLC May 2011 - Present
Genworth Financial Asset Management March 2010 - May 2011
Genworth Financial Asset Management October 2005 - March 2010
Ameritas Investment Corp. 2001 - 2005
Ameritas 1999 - 2000
Primark 1999 - 1999
Primark 1997 - 1998
Skills
Asset Allocation, Trading, Derivatives, Risk Management, Product Development, Security Analysis, Technical Analysis, Fundamental Research, Global Macro, Investment Strategies, Due Diligence, Financial Modeling, Research, Investments, Alternative Investments, Portfolio Management, Mutual Funds, Series 7, Securities, Asset Managment, Wealth Management, Equities, Investment Advisory, Capital Markets, Fixed Income, Investment Management, Hedge Funds, ETFs, Strategic Financial..., Bonds, Financial Services, Financial Markets, Financial Risk, Retirement Planning, Finance, Strategy, Hedging, Valuation, Financial Advisory, Private Equity, Bloomberg, Asset Management, Fund Of Funds, Investment Banking, Emerging Markets, Equity Research, Wealth Management..., Separately Managed..., Series 65, Options
Education
American University - Kogod School of Business 1997 — 1998
MS
American University - Kogod School of Business 1994 — 1997
BSBA
British School of Gran Canaria 1980 — 1993
CFA Institute
Chartered Financial Analyst Charter
COMMUNISPOND
Executive Presentation Skills
University of Virginia - Darden Graduate School of Business Administration
Experienced Manager Course
Point Guard Capital LLC May 2011 - Present
Genworth Financial Asset Management March 2010 - May 2011
Genworth Financial Asset Management October 2005 - March 2010
Ameritas Investment Corp. 2001 - 2005
Ameritas 1999 - 2000
Primark 1999 - 1999
Primark 1997 - 1998
Skills
Asset Allocation, Trading, Derivatives, Risk Management, Product Development, Security Analysis, Technical Analysis, Fundamental Research, Global Macro, Investment Strategies, Due Diligence, Financial Modeling, Research, Investments, Alternative Investments, Portfolio Management, Mutual Funds, Series 7, Securities, Asset Managment, Wealth Management, Equities, Investment Advisory, Capital Markets, Fixed Income, Investment Management, Hedge Funds, ETFs, Strategic Financial..., Bonds, Financial Services, Financial Markets, Financial Risk, Retirement Planning, Finance, Strategy, Hedging, Valuation, Financial Advisory, Private Equity, Bloomberg, Asset Management, Fund Of Funds, Investment Banking, Emerging Markets, Equity Research, Wealth Management..., Separately Managed..., Series 65, Options
Education
American University - Kogod School of Business 1997 — 1998
MS
American University - Kogod School of Business 1994 — 1997
BSBA
British School of Gran Canaria 1980 — 1993
CFA Institute
Chartered Financial Analyst Charter
COMMUNISPOND
Executive Presentation Skills
University of Virginia - Darden Graduate School of Business Administration
Experienced Manager Course
Yongrui Fan's Ameritas Investment Corp. Experience 2001 - 2004
Job Lead Associate at BAH
Industry Research
Experience
Booz Allen Hamilton January 2015 - Present
Booz Allen Hamilton August 2009 - December 2014
Mercatus Partners LLC June 2008 - August 2008
Cornerstone Research January 2005 - August 2007
Ameritas Investment Corp. 2001 - 2004
Skills
Analysis, Finance, Financial Modeling, Strategy, Data Mining, Analytics, Management Consulting, Economics, Data Analysis, Statistics
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA, MBA
University of Maryland College Park 2001 — 2004
B.S, Finance
Booz Allen Hamilton January 2015 - Present
Booz Allen Hamilton August 2009 - December 2014
Mercatus Partners LLC June 2008 - August 2008
Cornerstone Research January 2005 - August 2007
Ameritas Investment Corp. 2001 - 2004
Skills
Analysis, Finance, Financial Modeling, Strategy, Data Mining, Analytics, Management Consulting, Economics, Data Analysis, Statistics
Education
Massachusetts Institute of Technology - Sloan School of Management 2007 — 2009
MBA, MBA
University of Maryland College Park 2001 — 2004
B.S, Finance
Brendan Feury's Ameritas Investment Corp. Experience May 2007 - December 2009
Job Investment & Portfolio Strategist at Burt Wealth Advisors | Tactically & Strategically Developing Client Portfolios
Industry Investment Management
Experience
Burt Wealth Advisors January 2010 - Present
Ameritas Investment Corp. May 2007 - December 2009
Ameritas Investment Corp. August 2004 - May 2007
Ameriprise Financial Services, Inc. January 2002 - March 2004
Ferris, Baker Watts June 1999 - December 2001
Skills
Investments, Equities, Mutual Funds, Securities, Asset Management, Retirement Planning, Investment Advisory, Wealth Management, Portfolio Management, Alternative Investments, Asset Allocation
Education
Loyola University Maryland 2007 — 2009
MSF, Finance, 3.94 GPA
West Virginia University 1995 — 1998
BSBA, Finance, 2.92 GPA
Dulaney
Dulaney
Burt Wealth Advisors January 2010 - Present
Ameritas Investment Corp. May 2007 - December 2009
Ameritas Investment Corp. August 2004 - May 2007
Ameriprise Financial Services, Inc. January 2002 - March 2004
Ferris, Baker Watts June 1999 - December 2001
Skills
Investments, Equities, Mutual Funds, Securities, Asset Management, Retirement Planning, Investment Advisory, Wealth Management, Portfolio Management, Alternative Investments, Asset Allocation
Education
Loyola University Maryland 2007 — 2009
MSF, Finance, 3.94 GPA
West Virginia University 1995 — 1998
BSBA, Finance, 2.92 GPA
Dulaney
Dulaney
Marshall Dearden's Ameritas Investment Corp. Experience April 2012 - Present
Job RIA Consultant at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. April 2012 - Present
M&T Securities August 2008 - April 2012
PNC 2006 - 2008
The Acacia Group 1985 - May 2004
Ameritas Investment Corp. 1985 - 2004
Calvert 1985 - 2004
The Advisors Group 1995 - 2002
Skills
CFP, Risk Management, Series 7, Portfolio Management, Securities, Mutual Funds, Customer Relations, Asset Management, Equities, Trading, Compliance, Asset Managment
Education
University of Maryland College Park 1980 — 1985
BA, History
B-CC High School 1976 — 1980
Ameritas Investment Corp. April 2012 - Present
M&T Securities August 2008 - April 2012
PNC 2006 - 2008
The Acacia Group 1985 - May 2004
Ameritas Investment Corp. 1985 - 2004
Calvert 1985 - 2004
The Advisors Group 1995 - 2002
Skills
CFP, Risk Management, Series 7, Portfolio Management, Securities, Mutual Funds, Customer Relations, Asset Management, Equities, Trading, Compliance, Asset Managment
Education
University of Maryland College Park 1980 — 1985
BA, History
B-CC High School 1976 — 1980
Samir Thakkar CFP® EMBA's Ameritas Investment Corp. Experience 1995 - Present
Job Helping you Build and Preserve Wealth
Industry Financial Services
Experience
20/20 Financial Advisers, LLC of Orange County September 1997 - Present
Ameritas Investment Corp 1995 - Present
Cigna April 1989 - August 1993
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Financial Advisory, Portfolio Management, Investment Strategies, Insurance, Wealth, Small Business, Wealth Accumulation, Tax, Program Management, High Net Worth..., Securities, Mutual Funds, Fixed Annuities, Series 63, Wealth Management, Series 7
Education
University of Hartford 1985 — 1987
Executive MBA
Central Connecticut State University 1979 — 1983
BA
20/20 Financial Advisers, LLC of Orange County September 1997 - Present
Ameritas Investment Corp 1995 - Present
Cigna April 1989 - August 1993
Skills
Retirement Planning, Estate Planning, Strategic Financial..., Investments, Financial Advisory, Portfolio Management, Investment Strategies, Insurance, Wealth, Small Business, Wealth Accumulation, Tax, Program Management, High Net Worth..., Securities, Mutual Funds, Fixed Annuities, Series 63, Wealth Management, Series 7
Education
University of Hartford 1985 — 1987
Executive MBA
Central Connecticut State University 1979 — 1983
BA
Chad Inman's Ameritas Investment Corp. Experience June 2006 - September 2007
Job IT Software Development Manager
Industry Information Technology and Services
Experience
Nelnet Diversified Solutions January 2014 - Present
Nelnet Diversified Solutions January 2010 - December 2013
Nelnet January 2009 - December 2009
Nelnet October 2007 - December 2008
Ameritas Investment Corp June 2006 - September 2007
Ameritas Life Insurance Corp May 2001 - June 2006
Education
Nebraska Wesleyan University 1997 — 2001
BS, Accounting & Economics
Nelnet Diversified Solutions January 2014 - Present
Nelnet Diversified Solutions January 2010 - December 2013
Nelnet January 2009 - December 2009
Nelnet October 2007 - December 2008
Ameritas Investment Corp June 2006 - September 2007
Ameritas Life Insurance Corp May 2001 - June 2006
Education
Nebraska Wesleyan University 1997 — 2001
BS, Accounting & Economics
Neil Baluck's Ameritas Investment Corp. Experience 2008 - 2011
Job ETF Distribution at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank 2013 - Present
Ameritas Investment Corp. 2008 - 2011
ProShare Advisors, LLC 2001 - 2008
T. Rowe Price 1998 - 2001
Skills
Series 7, Mutual Funds, Securities, Uniform Combined State..., ETFs, Series 63, Retirement Planning, Investment Advisory, Alternative Investments, Investments, Retirement, Wealth Management, 401k, Investment Strategies, Portfolio Management, Asset Allocation, Asset Managment, Strategic Financial...
Education
Loyola College in Maryland
M.B.A.
Towson University
B.S., Business Administration
Deutsche Bank 2013 - Present
Ameritas Investment Corp. 2008 - 2011
ProShare Advisors, LLC 2001 - 2008
T. Rowe Price 1998 - 2001
Skills
Series 7, Mutual Funds, Securities, Uniform Combined State..., ETFs, Series 63, Retirement Planning, Investment Advisory, Alternative Investments, Investments, Retirement, Wealth Management, 401k, Investment Strategies, Portfolio Management, Asset Allocation, Asset Managment, Strategic Financial...
Education
Loyola College in Maryland
M.B.A.
Towson University
B.S., Business Administration
Inga Inman's Ameritas Investment Corp. Experience October 2004 - July 2009
Job Senior Auditor at Ameritas
Industry Financial Services
Experience
Ameritas June 2013 - Present
Ameritas August 2009 - June 2013
Ameritas Investment Corp. October 2004 - July 2009
Ameritas Investment Corp. June 2003 - October 2004
Skills
Fixed Annuities, Retirement, Life Insurance, Insurance, Process Improvement, Financial Services
Education
Doane College
Bachelor's degree, Accounting
Ameritas June 2013 - Present
Ameritas August 2009 - June 2013
Ameritas Investment Corp. October 2004 - July 2009
Ameritas Investment Corp. June 2003 - October 2004
Skills
Fixed Annuities, Retirement, Life Insurance, Insurance, Process Improvement, Financial Services
Education
Doane College
Bachelor's degree, Accounting
Amy Starkey's Ameritas Investment Corp. Experience January 2011 - Present
Job Due Diligence Specialist at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. January 2011 - Present
Ameritas Investment Corp. November 1997 - January 2011
Skills
Securities
Education
University of Cincinnati College of Business 1992 — 1994
MBA, Business
Bowling Green State University 1985 — 1989
BS, Accounting
Ameritas Investment Corp. January 2011 - Present
Ameritas Investment Corp. November 1997 - January 2011
Skills
Securities
Education
University of Cincinnati College of Business 1992 — 1994
MBA, Business
Bowling Green State University 1985 — 1989
BS, Accounting
Tim Vas Dias's Ameritas Investment Corp. Experience August 1991 - Present
Job Investment Advisor at Ameritas Investment Corp
Industry Financial Services
Experience
Ameritas Investment Corp August 1991 - Present
Sierra Outfitters October 1985 - August 1991
Skills
Retirement Plans, Retirement Planning, Investment Strategies, 401k, Portfolio Management, Investment Advisory, Investments, Securities, Insurance, Finance, Mutual Funds, Series 7, Retirement, Financial Planning, Wealth Management, Fixed Annuities
Education
California State University-Sacramento 1985 — 1987
Bachelor of Arts (BA), Economics / Marketing
Diablo Valley College 1982 — 1985
General Education
Ameritas Investment Corp August 1991 - Present
Sierra Outfitters October 1985 - August 1991
Skills
Retirement Plans, Retirement Planning, Investment Strategies, 401k, Portfolio Management, Investment Advisory, Investments, Securities, Insurance, Finance, Mutual Funds, Series 7, Retirement, Financial Planning, Wealth Management, Fixed Annuities
Education
California State University-Sacramento 1985 — 1987
Bachelor of Arts (BA), Economics / Marketing
Diablo Valley College 1982 — 1985
General Education
C.J. Thomas's Ameritas Investment Corp. Experience January 2006 - August 2013
Job Investment Product Consultant at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Thomas Advisory & Consulting Services, LLC September 2013 - December 2014
Ameritas Investment Corp January 2006 - August 2013
Advest, Inc. January 2002 - May 2005
Boston Financial Data Services March 2000 - December 2002
Morgan Stanley Smith Barney August 1998 - March 2000
The Financial Group July 1996 - August 1998
Skills
Structured Products, Investment Advisory..., Sales, Managed Futures, REIT, Investment Advisory, Alternative Investments, ETFs, Financial Advisory, Hedge Funds, Series 7, Mutual Funds, Securities, Retirement Planning, Retirement, Investment Strategies, Asset Allocation, Investments, Strategic Financial..., 401k Rollovers, Asset Management, Disability Insurance, Separately Managed..., Wealth Management, Asset Managment, Bonds, Financial Planners, Finance, Portfolio Management, Financial Analysis, Equities, Life Insurance, Financial Services, Fixed Annuities, Due Diligence, Estate Planning, FINRA, Investment Management, Series 63, Wealth, Stocks, Wealth Management..., Series 6, Fixed Income, Long-term Care, Wealth Accumulation, Series 65, IRAs, Pensions
Education
Westfield State University 1993 — 1995
B.S., Finance
Coastal Carolina University 1991 — 1992
BS Business mgmt
WHS 1986 — 1990
Northwestern Mutual June 2015 - Present
Thomas Advisory & Consulting Services, LLC September 2013 - December 2014
Ameritas Investment Corp January 2006 - August 2013
Advest, Inc. January 2002 - May 2005
Boston Financial Data Services March 2000 - December 2002
Morgan Stanley Smith Barney August 1998 - March 2000
The Financial Group July 1996 - August 1998
Skills
Structured Products, Investment Advisory..., Sales, Managed Futures, REIT, Investment Advisory, Alternative Investments, ETFs, Financial Advisory, Hedge Funds, Series 7, Mutual Funds, Securities, Retirement Planning, Retirement, Investment Strategies, Asset Allocation, Investments, Strategic Financial..., 401k Rollovers, Asset Management, Disability Insurance, Separately Managed..., Wealth Management, Asset Managment, Bonds, Financial Planners, Finance, Portfolio Management, Financial Analysis, Equities, Life Insurance, Financial Services, Fixed Annuities, Due Diligence, Estate Planning, FINRA, Investment Management, Series 63, Wealth, Stocks, Wealth Management..., Series 6, Fixed Income, Long-term Care, Wealth Accumulation, Series 65, IRAs, Pensions
Education
Westfield State University 1993 — 1995
B.S., Finance
Coastal Carolina University 1991 — 1992
BS Business mgmt
WHS 1986 — 1990
Marianne Tesar's Ameritas Investment Corp. Experience Sales SpecialistAmeritas2004 - Present
Job Sales Specialist at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. Sales SpecialistAmeritas2004 - Present
Education
Doane College
Masters of Arts in Management
Ameritas Investment Corp. Sales SpecialistAmeritas2004 - Present
Education
Doane College
Masters of Arts in Management
Michelle Barry's Ameritas Investment Corp. Experience 2000 - 2005
Job President & CEO at Hornor, Townsend & Kent and Vice President, Penn Mutual
Industry Financial Services
Experience
Hornor, Townsend & Kent March 2008 - Present
Penn Mutual November 2009 - Present
Hornor, Townsend & Kent, Inc August 2005 - February 2008
Ameritas Investment Corp 2000 - 2005
Salomon Smith Barney September 1995 - August 1999
Skills
Strategic Planning, Coaching, Problem Solving, Insurance, Financial Planning
Education
The American College 2007 — 2008
MSM, Leadership
Fordham University - Graduate School of Business Administration 1996 — 1998
MBA, Finance
University of Scranton 1990 — 1994
BS, Marketing
Hornor, Townsend & Kent March 2008 - Present
Penn Mutual November 2009 - Present
Hornor, Townsend & Kent, Inc August 2005 - February 2008
Ameritas Investment Corp 2000 - 2005
Salomon Smith Barney September 1995 - August 1999
Skills
Strategic Planning, Coaching, Problem Solving, Insurance, Financial Planning
Education
The American College 2007 — 2008
MSM, Leadership
Fordham University - Graduate School of Business Administration 1996 — 1998
MBA, Finance
University of Scranton 1990 — 1994
BS, Marketing
Patty Reiners's Ameritas Investment Corp. Experience May 1988 - Present
Job AVPAmeritas Advisor Services
Industry Insurance
Experience
Ameritas Investment Corp. May 1988 - Present
Skills
Insurance, Securities, Retirement Planning, FINRA, Retirement, Wealth Management
Education
University of Nebraska-Lincoln
Ameritas Investment Corp. May 1988 - Present
Skills
Insurance, Securities, Retirement Planning, FINRA, Retirement, Wealth Management
Education
University of Nebraska-Lincoln
Josh Ruhnke's Ameritas Investment Corp. Experience June 2007 - July 2012
Job Regional Manager at Ameritas
Industry Insurance
Experience
Ameritas July 2012 - Present
Ameritas Investment Corp June 2007 - July 2012
Principal Financial Group April 2005 - April 2007
Principal Financial Group January 2002 - April 2005
Skills
Mutual Funds, Retirement, Series 7, 401k, Retirement Planning, Investments, Series 6, Series 66, QKA
Education
University of Nebraska at Kearney 1995 — 2001
Bachelors of Science, Management & Finance
Southeast Community College 1997 — 1998
Associates of Science, Accounting
Fairbury
Ameritas July 2012 - Present
Ameritas Investment Corp June 2007 - July 2012
Principal Financial Group April 2005 - April 2007
Principal Financial Group January 2002 - April 2005
Skills
Mutual Funds, Retirement, Series 7, 401k, Retirement Planning, Investments, Series 6, Series 66, QKA
Education
University of Nebraska at Kearney 1995 — 2001
Bachelors of Science, Management & Finance
Southeast Community College 1997 — 1998
Associates of Science, Accounting
Fairbury
Rita Deveny's Ameritas Investment Corp. Experience 2005 - 2007
Job Nebraska Field Representative at ProAg
Industry Insurance
Experience
ProAg 2010 - Present
Coventry Health Care 2007 - 2010
Ameritas Investment Corp 2005 - 2007
Skills
Property & Casualty..., Insurance, Sales Management, Marketing, Health Insurance, Claim, General Insurance, Commercial Insurance, Microsoft Excel, Cold Calling, Process Improvement, Underwriting, Crop Insurance, Risk Management, Customer Service, Life Insurance
Education
University of Nebraska-Lincoln 1985 — 1987
Bachelor of Science (BS), Business Administration
ProAg 2010 - Present
Coventry Health Care 2007 - 2010
Ameritas Investment Corp 2005 - 2007
Skills
Property & Casualty..., Insurance, Sales Management, Marketing, Health Insurance, Claim, General Insurance, Commercial Insurance, Microsoft Excel, Cold Calling, Process Improvement, Underwriting, Crop Insurance, Risk Management, Customer Service, Life Insurance
Education
University of Nebraska-Lincoln 1985 — 1987
Bachelor of Science (BS), Business Administration
Dave Fazzini, LUTCF's Ameritas Investment Corp. Experience 1993 - 2013
Job Helping Entrepreneurs and Families Plan Their Financial Futures
Industry Financial Services
Experience
Premier Planning Group, Inc. January 1993 - Present
DISCLOSURE Information January 1993 - Present
Ameritas Investment Corp. 1993 - 2013
Skills
Investments, Strategic Financial..., Retirement Planning, Retirement, Estate Planning, Finance, Financial Services, Fixed Annuities, Insurance, Mutual Funds, 401k, Wealth Management, Small Business, Disability Insurance
Education
Indiana University of Pennsylvania 1983 — 1987
Bachelor of Science (B.S.), Marketing and Finance
The American College
Business and Personal Insurance, Estate and Retirement Planning, Advanced Business Planning
Premier Planning Group, Inc. January 1993 - Present
DISCLOSURE Information January 1993 - Present
Ameritas Investment Corp. 1993 - 2013
Skills
Investments, Strategic Financial..., Retirement Planning, Retirement, Estate Planning, Finance, Financial Services, Fixed Annuities, Insurance, Mutual Funds, 401k, Wealth Management, Small Business, Disability Insurance
Education
Indiana University of Pennsylvania 1983 — 1987
Bachelor of Science (B.S.), Marketing and Finance
The American College
Business and Personal Insurance, Estate and Retirement Planning, Advanced Business Planning
Sherm Bixby's Ameritas Investment Corp. Experience Financial ConsultantAmeritas Investment Corp.1989 - Present
Job Financial Consultant at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. Financial ConsultantAmeritas Investment Corp.1989 - Present
Skills
Series 7, Retirement Planning, Retirement, Insurance, Investments
Education
University of Nebraska-Lincoln 1968 — 1974
BofA, Business
Ameritas Investment Corp. Financial ConsultantAmeritas Investment Corp.1989 - Present
Skills
Series 7, Retirement Planning, Retirement, Insurance, Investments
Education
University of Nebraska-Lincoln 1968 — 1974
BofA, Business
Kristi Larsen, FLMI's Ameritas Investment Corp. Experience 2007 - 2008
Job Accounting and Finance Manager at Nebraska Department of Labor
Industry Insurance
Experience
Nebraska Department of Labor 2014 - Present
Blue Cross & Blue Shield of Nebraska April 2008 - April 2013
Ameritas Investment Corp 2007 - 2008
Ameritas Investment Corp. 1991 - 2007
Skills
Health Insurance, Employee Benefits, Business Analysis, Insurance, Payroll, Benefits Administration, Life Insurance, Medicare
Education
University of Nebraska-Lincoln 1983 — 1984
BS, business
Nebraska Department of Labor 2014 - Present
Blue Cross & Blue Shield of Nebraska April 2008 - April 2013
Ameritas Investment Corp 2007 - 2008
Ameritas Investment Corp. 1991 - 2007
Skills
Health Insurance, Employee Benefits, Business Analysis, Insurance, Payroll, Benefits Administration, Life Insurance, Medicare
Education
University of Nebraska-Lincoln 1983 — 1984
BS, business
Luke Trosclair's Ameritas Investment Corp. Experience July 2010 - Present
Job Investment Advisor Representative at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. July 2010 - Present
Wealth Solutions LLC April 2013 - Present
The Pension Center, LLC April 2013 - Present
River Parishes Advisors Group, LLC August 2006 - April 2013
Skills
Wealth Management, Wealth, Strategic Planning, Sales, Retirement Planning, Portfolio Management, Mutual Funds, Investments, Investment Advisory, Financial Services, Finance, Disability Insurance
Education
Southeastern Louisiana University 2002 — 2006
MBA, Finance
Ameritas Investment Corp. July 2010 - Present
Wealth Solutions LLC April 2013 - Present
The Pension Center, LLC April 2013 - Present
River Parishes Advisors Group, LLC August 2006 - April 2013
Skills
Wealth Management, Wealth, Strategic Planning, Sales, Retirement Planning, Portfolio Management, Mutual Funds, Investments, Investment Advisory, Financial Services, Finance, Disability Insurance
Education
Southeastern Louisiana University 2002 — 2006
MBA, Finance
Lou Lodato's Ameritas Investment Corp. Experience June 2006 - December 2013
Job Financial Advisor at ProEquities Corp
Industry Financial Services
Experience
ProEquities, Inc. March 2014 - Present
Ameritas Investment Corp. June 2006 - December 2013
Skills
Strategic Financial..., Mutual Funds, Retirement Planning, Asset Management, Investment Advisory, Securities, FINRA, Life Insurance, Investments, Financial Services, Employee Benefits, Series 63, Long-term Care, IRAs, Retirement, Portfolio Management, Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Wealth Management, Series 7, Equities, ETFs, Investment Strategies, 401k, Strategic Planning, Process Improvement, Risk Management, Financial Analysis, Wealth, Financial Reporting, Finance, Long Term Care Insurance, Financial Planners, Term Life Insurance, 401k Rollovers, Financial Advisory, Asset Allocation, Wealth Accumulation, Financial Planning
Education
Kean University 1976 — 1978
BS, Management science
Union County College 1974 — 1977
BS, Business Administration
ProEquities, Inc. March 2014 - Present
Ameritas Investment Corp. June 2006 - December 2013
Skills
Strategic Financial..., Mutual Funds, Retirement Planning, Asset Management, Investment Advisory, Securities, FINRA, Life Insurance, Investments, Financial Services, Employee Benefits, Series 63, Long-term Care, IRAs, Retirement, Portfolio Management, Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Wealth Management, Series 7, Equities, ETFs, Investment Strategies, 401k, Strategic Planning, Process Improvement, Risk Management, Financial Analysis, Wealth, Financial Reporting, Finance, Long Term Care Insurance, Financial Planners, Term Life Insurance, 401k Rollovers, Financial Advisory, Asset Allocation, Wealth Accumulation, Financial Planning
Education
Kean University 1976 — 1978
BS, Management science
Union County College 1974 — 1977
BS, Business Administration
Scott Keene's Ameritas Investment Corp. Experience October 1999 - Present
Job Vice President at Ameritas Investment Corp.
Industry Investment Banking
Experience
Ameritas Investment Corp. October 1999 - Present
Piper Jaffray, US Bank and FirsTier Bank 1989 - 1999
Education
University of Nebraska-Lincoln 1986 — 1988
Master of Business Administration (MBA), Emphasis in Finance
Carleton College 1978 — 1982
BA, Biology
Ameritas Investment Corp. October 1999 - Present
Piper Jaffray, US Bank and FirsTier Bank 1989 - 1999
Education
University of Nebraska-Lincoln 1986 — 1988
Master of Business Administration (MBA), Emphasis in Finance
Carleton College 1978 — 1982
BA, Biology
Keith Gillies's Ameritas Investment Corp. Experience January 2000 - Present
Job Consultative Wealth Management
Industry Financial Services
Experience
Wealth Solutions LLC September 1998 - Present
The Pension Center, LLC based in Arkansas January 2012 - Present
Ameritas Investment Corp. January 2000 - Present
Acacia Mutual Holding Company December 1994 - September 1998
Union Central August 1987 - December 1994
CNA Insurance September 1984 - August 1987
Union Central August 1981 - September 1983
Skills
Wealth Management, Financial Analysis, Retirement Income..., Personal Financial..., Business Financial..., Investment Advisory, Alternative Investment..., Investment Strategies, Strategic Financial..., Wealth Preservation..., Estate Planning, Executive Benefit..., 401(k) Plans, Retirement Plan..., Qualified Retirement..., Cash Balance Plans
Education
Tulane University - A.B. Freeman School of Business 1989 — 1991
MBA, Business
University of New Orleans 1977 — 1980
BA, Political Science
Wealth Solutions LLC September 1998 - Present
The Pension Center, LLC based in Arkansas January 2012 - Present
Ameritas Investment Corp. January 2000 - Present
Acacia Mutual Holding Company December 1994 - September 1998
Union Central August 1987 - December 1994
CNA Insurance September 1984 - August 1987
Union Central August 1981 - September 1983
Skills
Wealth Management, Financial Analysis, Retirement Income..., Personal Financial..., Business Financial..., Investment Advisory, Alternative Investment..., Investment Strategies, Strategic Financial..., Wealth Preservation..., Estate Planning, Executive Benefit..., 401(k) Plans, Retirement Plan..., Qualified Retirement..., Cash Balance Plans
Education
Tulane University - A.B. Freeman School of Business 1989 — 1991
MBA, Business
University of New Orleans 1977 — 1980
BA, Political Science
Salene Hitchcock-Gear's Ameritas Investment Corp. Experience President and CEOAmeritas Invesment Corp2003 - Present
Job Pres & CEO at Ameritas Investment Corp
Industry Financial Services
Experience
Ameritas Investment Corp President and CEOAmeritas Invesment Corp2003 - Present
Skills
Retirement Planning, Fixed Annuities, Series 7
Education
New York University School of Law 1984 — 1987
JD
University of Michigan 1980 — 1984
BA, Communications, Women's Studies
Holy Redeemer High School 1976 — 1980
Diploma
Ameritas Investment Corp President and CEOAmeritas Invesment Corp2003 - Present
Skills
Retirement Planning, Fixed Annuities, Series 7
Education
New York University School of Law 1984 — 1987
JD
University of Michigan 1980 — 1984
BA, Communications, Women's Studies
Holy Redeemer High School 1976 — 1980
Diploma
Fred Schellpeper Jr.'s Ameritas Investment Corp. Experience January 1999 - Present
Job Sundance Investments LLC
Industry Investment Management
Experience
Ameritas Investment Corp. January 1999 - Present
Battle Creek State Bank January 2010 - Present
Thermal Design, Inc. September 1983 - Present
Farm Credit Services of America August 1979 - August 1997
Skills
Securities, Strategic Planning, Customer Service, Marketing, Leadership, Management, Mutual Funds, Leadership Development, Retirement Planning
Education
University of Nebraska-Lincoln 1974 — 1979
Masters, BUS-AD
Ameritas Investment Corp. January 1999 - Present
Battle Creek State Bank January 2010 - Present
Thermal Design, Inc. September 1983 - Present
Farm Credit Services of America August 1979 - August 1997
Skills
Securities, Strategic Planning, Customer Service, Marketing, Leadership, Management, Mutual Funds, Leadership Development, Retirement Planning
Education
University of Nebraska-Lincoln 1974 — 1979
Masters, BUS-AD
Robert Branch, ChFC, CFP®'s Ameritas Investment Corp. Experience 1996 - Present
Job Managing Partner at 20/20 Financial Advisers, LLC
Industry Financial Services
Experience
20/20 Financial Advisers, LLC May 2003 - Present
Ameritas Life - A member of the UNIFI Companies 1999 - Present
Ameritas Investment Corp. 1996 - Present
The Advisors Group 1996 - 1999
Skills
Retirement Planning, Series 7, Securities, Financial Planning, Portfolio Management, Insurance, Investments, Disability Insurance, Annuities, Wealth Management
Education
The American College 2004 — 2005
Certified Financial Planner Certificate (CFP), Financial Planning
The American College 2002 — 2003
Chartered Financial Consultant (ChFC), Financial Consulting
University of Central Florida 1991 — 1996
Business Administration
20/20 Financial Advisers, LLC May 2003 - Present
Ameritas Life - A member of the UNIFI Companies 1999 - Present
Ameritas Investment Corp. 1996 - Present
The Advisors Group 1996 - 1999
Skills
Retirement Planning, Series 7, Securities, Financial Planning, Portfolio Management, Insurance, Investments, Disability Insurance, Annuities, Wealth Management
Education
The American College 2004 — 2005
Certified Financial Planner Certificate (CFP), Financial Planning
The American College 2002 — 2003
Chartered Financial Consultant (ChFC), Financial Consulting
University of Central Florida 1991 — 1996
Business Administration
ERIC LEIBOWITZ's Ameritas Investment Corp. Experience March 1999 - May 2014
Job IAR at Cambridge Investment Research
Industry Financial Services
Experience
Cambridge Investment Research May 2014 - Present
AMERITAS INVESTMENT CORP March 1999 - May 2014
Skills
Investment Advisory, Investments, Asset Allocation, Financial Advisory, Financial Services, Securities, Asset Management, Fixed Annuities, FINRA, Risk Management, Insurance, Employee Benefits, Retirement Planning, Pensions, Retirement, Alternative Investments, Portfolio Management, Investment Strategies, 401k, Mutual Funds, Series 7
Education
Rider University
Cambridge Investment Research May 2014 - Present
AMERITAS INVESTMENT CORP March 1999 - May 2014
Skills
Investment Advisory, Investments, Asset Allocation, Financial Advisory, Financial Services, Securities, Asset Management, Fixed Annuities, FINRA, Risk Management, Insurance, Employee Benefits, Retirement Planning, Pensions, Retirement, Alternative Investments, Portfolio Management, Investment Strategies, 401k, Mutual Funds, Series 7
Education
Rider University
Dan Marlow's Ameritas Investment Corp. Experience June 2006 - Present
Job Insurance and Investment Professional at Central Financial Group
Industry Insurance
Experience
Ameritas Investment Corp June 2006 - Present
Elmore Industries 1993 - 2005
Skills
Fixed Annuities
Education
Iowa State University 1986 — 1990
North Kossuth High School 1985 — 1986
Garrigan High School 1982 — 1984
Ameritas Investment Corp June 2006 - Present
Elmore Industries 1993 - 2005
Skills
Fixed Annuities
Education
Iowa State University 1986 — 1990
North Kossuth High School 1985 — 1986
Garrigan High School 1982 — 1984
Thomas C Bittner's Ameritas Investment Corp. Experience September 1984 - November 2001
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
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
William (Bill) Gergich's Ameritas Investment Corp. Experience 2005 - Present
Job Investment Advisor at Creative Financial Partners, LLC
Industry Financial Services
Experience
Great Lakes Credit Union, Inc. 2006 - Present
Creative Financial Partners, LLC August 2005 - Present
Ameritas Investment Corp. 2005 - Present
New York Life Insurance Company 1998 - 2005
Skills
Estate Planning, Investments, Insurance, Long-term Care, Disability Insurance, Health Insurance, Money Management, College Funding..., Budgets, FINRA, Finance, Financial Services, Securities, Retirement Planning, Series 6, Customer Service
Education
University of Toledo 1991 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
University of Toledo 1986 — 1989
Bachelor of Science (BS), Administrative Services
Owens Community College 1982 — 1984
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Great Lakes Credit Union, Inc. 2006 - Present
Creative Financial Partners, LLC August 2005 - Present
Ameritas Investment Corp. 2005 - Present
New York Life Insurance Company 1998 - 2005
Skills
Estate Planning, Investments, Insurance, Long-term Care, Disability Insurance, Health Insurance, Money Management, College Funding..., Budgets, FINRA, Finance, Financial Services, Securities, Retirement Planning, Series 6, Customer Service
Education
University of Toledo 1991 — 1995
Master of Business Administration (MBA), Business Administration and Management, General
University of Toledo 1986 — 1989
Bachelor of Science (BS), Administrative Services
Owens Community College 1982 — 1984
Associate of Science (A.S.), Registered Nursing/Registered Nurse
Aristotle Polites's Ameritas Investment Corp. Experience 2009 - 2009
Job Student at University of Maryland Robert H. Smith School of Business
Industry Marketing and Advertising
Experience
Ameritas Investment Corp 2009 - 2009
Ameritas Investment Corp 2009 - 2009
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Ameritas Investment Corp 2009 - 2009
Ameritas Investment Corp 2009 - 2009
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2011
Allen Dempsey's Ameritas Investment Corp. Experience August 2012 - Present
Job Regional Manager Ameritas Investment Corporation
Industry Financial Services
Experience
Ameritas Investment Corp. August 2012 - Present
Jackson National Life May 2005 - July 2012
ING Life of Georgia May 1992 - May 2005
Skills
Fixed Annuities, IRAs, Insurance, Term Life Insurance, Roth IRA, Retirement Planning, Retirement, Disability Insurance, Whole Life, Life Insurance, Sales Management, Long-term Care, Financial Planners, Variable Annuities, Universal Life, Sales, Risk Management, Small Business, Long Term Care Insurance, 401k, Health Insurance, Mutual Funds, Wealth, Financial Advisory, Strategic Financial..., Investment Advisory, Employee Benefits, Estate Planning, Recruiting, Underwriting, Series 6, Critical Illness, Training
Education
Augusta State University 1989 — 1992
Marketing, Business
Anderson University (SC) 1989 — 1990
Bachelor's degree
Ameritas Investment Corp. August 2012 - Present
Jackson National Life May 2005 - July 2012
ING Life of Georgia May 1992 - May 2005
Skills
Fixed Annuities, IRAs, Insurance, Term Life Insurance, Roth IRA, Retirement Planning, Retirement, Disability Insurance, Whole Life, Life Insurance, Sales Management, Long-term Care, Financial Planners, Variable Annuities, Universal Life, Sales, Risk Management, Small Business, Long Term Care Insurance, 401k, Health Insurance, Mutual Funds, Wealth, Financial Advisory, Strategic Financial..., Investment Advisory, Employee Benefits, Estate Planning, Recruiting, Underwriting, Series 6, Critical Illness, Training
Education
Augusta State University 1989 — 1992
Marketing, Business
Anderson University (SC) 1989 — 1990
Bachelor's degree
Gary Pettitt's Ameritas Investment Corp. Experience SR. COMPLIANCE ANALYSTMutual of Omaha investor ServicesMay 2006 - October 2011
Job Financial Services Professional
Industry Financial Services
Experience
Ameritas Investment Corp. SR. COMPLIANCE ANALYSTMutual of Omaha investor ServicesMay 2006 - October 2011
CLS Investments, LLC February 2005 - May 2006
Mutual of Omaha December 1999 - February 2005
Education
University of Nebraska at Kearney
Business Administration, Finance and Marketing
Ameritas Investment Corp. SR. COMPLIANCE ANALYSTMutual of Omaha investor ServicesMay 2006 - October 2011
CLS Investments, LLC February 2005 - May 2006
Mutual of Omaha December 1999 - February 2005
Education
University of Nebraska at Kearney
Business Administration, Finance and Marketing
Shannon Laymon-Pecoraro's Ameritas Investment Corp. Experience May 2011 - June 2011
Job Associate at Hook Law Center
Industry Legal Services
Experience
Hook Law Center, P.C. June 2012 - Present
Weatherly Investment Associates January 2012 - June 2012
Ameritas Investment Corp. May 2011 - June 2011
UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies May 2011 - June 2011
John H. Denick & Associates January 2011 - April 2011
US Army 2009 - 2011
Skills
Estate Administration, Guardianship, Conservatorships, Elder Law, Estate Planning, Special Needs, Legal Research, Legal Documents, Business Planning, Legal Writing, Litigation, Long-term Care, Special Needs Trusts, Corporate Law, Legal Support, Small Business..., Accounting, Document Drafting, Legal Assistance, Powers of Attorney, Advanced Medical..., Personal Injury..., Trusts, Trust Administration, Fiduciary Services, Personal Injury, International Law, Employment Law, Wills, Mediation, Civil Litigation, Courts, Westlaw, Administrative Law, Medicare, Medicare/Medicaid..., Medicaid, Alternative Dispute..., Asset Protection, Document Review, Arbitration, Personal Injury..., Pleadings, Business Formation, Estate Tax Planning, Trials, LLC, Hearings, Tax Law, Estate Law
Education
University of Baltimore School of Law 2009 — 2012
J.D.
Wilmington College 2005 — 2007
B.S.
Rider University 2002 — 2004
Hook Law Center, P.C. June 2012 - Present
Weatherly Investment Associates January 2012 - June 2012
Ameritas Investment Corp. May 2011 - June 2011
UNIFI Companies - Ameritas, Acacia, Union Central and affilitated companies May 2011 - June 2011
John H. Denick & Associates January 2011 - April 2011
US Army 2009 - 2011
Skills
Estate Administration, Guardianship, Conservatorships, Elder Law, Estate Planning, Special Needs, Legal Research, Legal Documents, Business Planning, Legal Writing, Litigation, Long-term Care, Special Needs Trusts, Corporate Law, Legal Support, Small Business..., Accounting, Document Drafting, Legal Assistance, Powers of Attorney, Advanced Medical..., Personal Injury..., Trusts, Trust Administration, Fiduciary Services, Personal Injury, International Law, Employment Law, Wills, Mediation, Civil Litigation, Courts, Westlaw, Administrative Law, Medicare, Medicare/Medicaid..., Medicaid, Alternative Dispute..., Asset Protection, Document Review, Arbitration, Personal Injury..., Pleadings, Business Formation, Estate Tax Planning, Trials, LLC, Hearings, Tax Law, Estate Law
Education
University of Baltimore School of Law 2009 — 2012
J.D.
Wilmington College 2005 — 2007
B.S.
Rider University 2002 — 2004
Jeff Smalley's Ameritas Investment Corp. Experience July 2002 - Present
Job Investment Advisory Sales Analyst at Ameritas Investment Corp.
Industry Financial Services
Experience
Ameritas Investment Corp. July 2002 - Present
Raymond James Financial, Inc. August 1996 - July 2002
Gilbert Marshall August 1994 - August 1996
IDS Financial Services October 1991 - August 1994
Skills
Mutual Funds, Retirement Planning, Series 7
Education
College of Financial Planning
Certified Financial Planner
University of Nebraska-Lincoln 1988 — 1991
Master’s Degree, Finance
University of Nebraska-Lincoln 1982 — 1987
Bachelor’s Degree, Finance
Ameritas Investment Corp. July 2002 - Present
Raymond James Financial, Inc. August 1996 - July 2002
Gilbert Marshall August 1994 - August 1996
IDS Financial Services October 1991 - August 1994
Skills
Mutual Funds, Retirement Planning, Series 7
Education
College of Financial Planning
Certified Financial Planner
University of Nebraska-Lincoln 1988 — 1991
Master’s Degree, Finance
University of Nebraska-Lincoln 1982 — 1987
Bachelor’s Degree, Finance
Michelle Olesen's Ameritas Investment Corp. Experience August 2012 - October 2012
Job Financial Services Professional
Industry Financial Services
Experience
Ameritas Investment Corp. August 2012 - October 2012
Ameritas Investment Corp. March 2012 - August 2012
Gallup November 2009 - March 2012
Ferrellgas February 2009 - November 2009
Education
Norrish High School
Southeast Community College
Working towards Associate's Degree, Accounting and Finance
Ameritas Investment Corp. August 2012 - October 2012
Ameritas Investment Corp. March 2012 - August 2012
Gallup November 2009 - March 2012
Ferrellgas February 2009 - November 2009
Education
Norrish High School
Southeast Community College
Working towards Associate's Degree, Accounting and Finance
Jeremy Brothers's Ameritas Investment Corp. Experience September 2008 - April 2011
Job Fixed Income Mutual Fund Analyst Due Diligence Officer II at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2011 - Present
Ameritas Investment Corp. September 2008 - April 2011
Skills
Fixed Income, Mutual Funds, Series 7, Due Diligence, Investments, Morningstar Direct, Microsoft Excel, Bloomberg Terminal
Education
University of Idaho
Bachelor of Science (BS)
Raymond James Financial Inc. May 2011 - Present
Ameritas Investment Corp. September 2008 - April 2011
Skills
Fixed Income, Mutual Funds, Series 7, Due Diligence, Investments, Morningstar Direct, Microsoft Excel, Bloomberg Terminal
Education
University of Idaho
Bachelor of Science (BS)
Hayley Kuhn's Ameritas Investment Corp. Experience May 2007 - May 2008
Job Business Analyst/Corp Accountant at CVR Energy, Inc.
Industry Oil & Energy
Experience
CVR Energy, Inc. October 2013 - Present
CVR Energy, Inc. September 2008 - October 2013
Regional Care, Inc May 2008 - August 2008
Ameritas Investment Corp. May 2007 - May 2008
Skills
Auditing, Accounting, Financial Analysis, Internal Controls, Variance Analysis, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Sarbanes-Oxley, General Ledger, Account Reconciliation, Fixed Assets, GAAP, SEC Filings
Education
University of Kansas - Graduate School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Nebraska-Lincoln 2005 — 2008
Bachelor of Business Administration (BBA), Finance
CVR Energy, Inc. October 2013 - Present
CVR Energy, Inc. September 2008 - October 2013
Regional Care, Inc May 2008 - August 2008
Ameritas Investment Corp. May 2007 - May 2008
Skills
Auditing, Accounting, Financial Analysis, Internal Controls, Variance Analysis, Financial Reporting, Sarbanes-Oxley Act, US GAAP, Sarbanes-Oxley, General Ledger, Account Reconciliation, Fixed Assets, GAAP, SEC Filings
Education
University of Kansas - Graduate School of Business 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Nebraska-Lincoln 2005 — 2008
Bachelor of Business Administration (BBA), Finance