Appreciation Financial
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Appreciation Financial Employees
Employee
Years
Job
Industry
Lydia Scherr Lydia Scherr's Appreciation Financial Experience April 2015 - Present
Job Independent Agent at Appreciation Financial
Industry Insurance
Experience
Appreciation Financial April 2015 - Present
Self Employed April 2011 - Present
Brennan Legal Counsel Group, PLLC May 2014 - April 2015
ALLin Web Pro July 2013 - November 2013
Skills
Social Media, Public Speaking, Social Networking, Marketing Communications, Event Planning, Customer Service, Community Outreach, Social Media Marketing, Public Relations, Online Research, Critical Thinking, SEO, Research, Rhetorical Analysis, Fundraising, Marketing, Event Management, Management, Legal Research, Passionate about work, Graphic Design, Leadership, Financial Analysis, Fixed Annuities, Life Insurance, Retirement Planning, Retirement Plan..., Qualified Retirement..., Tax Deferred Exchanges, Budgeting, Office Management
Education
University of Nevada-Las Vegas 2012 — 2014
Bachelor's Degree, Communications, Business, Graduate
Appreciation Financial April 2015 - Present
Self Employed April 2011 - Present
Brennan Legal Counsel Group, PLLC May 2014 - April 2015
ALLin Web Pro July 2013 - November 2013
Skills
Social Media, Public Speaking, Social Networking, Marketing Communications, Event Planning, Customer Service, Community Outreach, Social Media Marketing, Public Relations, Online Research, Critical Thinking, SEO, Research, Rhetorical Analysis, Fundraising, Marketing, Event Management, Management, Legal Research, Passionate about work, Graphic Design, Leadership, Financial Analysis, Fixed Annuities, Life Insurance, Retirement Planning, Retirement Plan..., Qualified Retirement..., Tax Deferred Exchanges, Budgeting, Office Management
Education
University of Nevada-Las Vegas 2012 — 2014
Bachelor's Degree, Communications, Business, Graduate
Melissa Madrigal's Appreciation Financial Experience April 2015 - Present
Job Financial Consultant
Industry Financial Services
Experience
Jeunesse Global April 2015 - Present
Appreciation Financial April 2015 - Present
Self-employed July 2011 - Present
Neem4Life November 2009 - Present
Univers Workplace Solutions October 2014 - November 2014
Viveros Yessenia March 2000 - June 2010
Skills
Sales, Strategic Planning, Team Building, Customer Service, Marketing
Education
Sauk Valley Community College 1989 — 1991
Computer Science and Business and Accounting
Jeunesse Global April 2015 - Present
Appreciation Financial April 2015 - Present
Self-employed July 2011 - Present
Neem4Life November 2009 - Present
Univers Workplace Solutions October 2014 - November 2014
Viveros Yessenia March 2000 - June 2010
Skills
Sales, Strategic Planning, Team Building, Customer Service, Marketing
Education
Sauk Valley Community College 1989 — 1991
Computer Science and Business and Accounting
Ferrin Travis Ferrin Travis's Appreciation Financial Experience October 2012 - Present
Job Financial Adviser for Individuals and Businesses
Industry Financial Services
Experience
Appreciation Financial October 2012 - Present
Skills
Life Insurance, Strategic Financial..., Retirement Savings, Retirement Plan..., Employee Benefits, Building Relationships, Creative Problem Solving, Tax-advantaged..., Tax Shelters, 401k, IRAs, Roth IRA, 403 b, College Savings Plans, Buy-sell Agreements, Estate Tax Planning, Small Business, Referrals, Liquidity Management, Pensions, Social Security, Personal Finance, Investments, Fixed Annuities, Retirement, Retirement Planning, Financial Analysis, Financial Planning, Risk Management, Business Planning, Insurance
Education
George Mason University 2004 — 2006
Biology/Biological Sciences, General
Appreciation Financial October 2012 - Present
Skills
Life Insurance, Strategic Financial..., Retirement Savings, Retirement Plan..., Employee Benefits, Building Relationships, Creative Problem Solving, Tax-advantaged..., Tax Shelters, 401k, IRAs, Roth IRA, 403 b, College Savings Plans, Buy-sell Agreements, Estate Tax Planning, Small Business, Referrals, Liquidity Management, Pensions, Social Security, Personal Finance, Investments, Fixed Annuities, Retirement, Retirement Planning, Financial Analysis, Financial Planning, Risk Management, Business Planning, Insurance
Education
George Mason University 2004 — 2006
Biology/Biological Sciences, General
JM Ryerson JM Ryerson's Appreciation Financial Experience May 2014 - Present
Job Managing Vice President at Appreciation Financial
Industry Financial Services
Experience
Appreciation Financial May 2014 - Present
ASUREA 2009 - May 2014
The Affinity Group 2003 - 2009
Enterprise Rent-A-Car July 2000 - September 2003
Skills
Marketing, Leadership, Retirement, Life Insurance, Long-term Care, Fixed Annuities, Sales Management, Insurance, Team Building, Employee Benefits, Retirement Planning, Health Insurance, Term Life Insurance, Disability Insurance, Strategic Financial..., Management, Medicare, Investments, Financial Planners, Sales, Claim, Small Business, Risk Management, Underwriting, Mortgage Lending, Executive Management, Cold Calling, Brokers, Wealth Management, 401k, General Insurance, Property & Casualty..., Commercial Insurance, Workers Compensation, Mutual Funds, Training, Estate Planning, Relationship Management, Selling, Financial Services, Series 7, Account Management, Loans, Financial Advisory, Loan Origination, Whole Life, Customer Retention, Karaoke
Education
The University of Montana 1996 — 2000
Bachelor of Arts (B.A.), Communication, General and Psychology
CMR 1992 — 1996
Rijksuniversiteit Groningen / University of Groningen 1999 — 2000
Bachelor of Arts (B.A.), Psychology
Appreciation Financial May 2014 - Present
ASUREA 2009 - May 2014
The Affinity Group 2003 - 2009
Enterprise Rent-A-Car July 2000 - September 2003
Skills
Marketing, Leadership, Retirement, Life Insurance, Long-term Care, Fixed Annuities, Sales Management, Insurance, Team Building, Employee Benefits, Retirement Planning, Health Insurance, Term Life Insurance, Disability Insurance, Strategic Financial..., Management, Medicare, Investments, Financial Planners, Sales, Claim, Small Business, Risk Management, Underwriting, Mortgage Lending, Executive Management, Cold Calling, Brokers, Wealth Management, 401k, General Insurance, Property & Casualty..., Commercial Insurance, Workers Compensation, Mutual Funds, Training, Estate Planning, Relationship Management, Selling, Financial Services, Series 7, Account Management, Loans, Financial Advisory, Loan Origination, Whole Life, Customer Retention, Karaoke
Education
The University of Montana 1996 — 2000
Bachelor of Arts (B.A.), Communication, General and Psychology
CMR 1992 — 1996
Rijksuniversiteit Groningen / University of Groningen 1999 — 2000
Bachelor of Arts (B.A.), Psychology
Paul Peebles Paul Peebles's Appreciation Financial Experience January 2013 - Present
Job Financial Advisor at Appreciation Financial
Industry Financial Services
Experience
Appreciation Financial January 2013 - Present
Robertson Fire Protection District 2004 - Present
Insphere Insurance Solutions 2010 - August 2013
Union Pacific Railroad 1998 - 2006
Education
Southern Illinois University, Carbondale 2012 — 2013
Master's of Science (M.S.), Fire Service and Homeland Security Management
Southern Illinois University, Carbondale 2010 — 2012
Bachelor of Science (BS) in Fire Service Management
St. Louis Community College 2006 — 2007
Associate's Degree in Paramedic Technology
Appreciation Financial January 2013 - Present
Robertson Fire Protection District 2004 - Present
Insphere Insurance Solutions 2010 - August 2013
Union Pacific Railroad 1998 - 2006
Education
Southern Illinois University, Carbondale 2012 — 2013
Master's of Science (M.S.), Fire Service and Homeland Security Management
Southern Illinois University, Carbondale 2010 — 2012
Bachelor of Science (BS) in Fire Service Management
St. Louis Community College 2006 — 2007
Associate's Degree in Paramedic Technology
Jay Alan Whiting Jay Alan Whiting's Appreciation Financial Experience August 2015 - Present
Job Executive Coach at Forward Aspiration
Industry Professional Training & Coaching
Experience
Forward Aspiration August 2010 - Present
Appreciation Financial August 2015 - Present
Mitchell Leadership Consulting July 2013 - Present
Forward Aspiration August 2010 - Present
Transitions Team August 2014 - August 2015
Transamerica Financial Advisors, Inc. May 2014 - August 2015
The Alliance for Employee Growth & Development March 2010 - August 2012
ProMatch June 2011 - April 2012
AT&T January 1998 - August 2010
AT&T January 1996 - January 1998
Skills
Public Speaking, Program Management, Vendor Management, Executive Coaching, Conflict Resolution, Appreciative Inquiry, Leadership Development, Organizational..., Employee Engagement, Workshop Facilitation, Team Building, Change Management, Technology Needs..., Coaching, Cross-functional Team..., Career Transitioning, Training, Certified Social +..., Management, Process Improvement, Leadership, Personal Development, Emotional Intelligence, Career Counseling, Employee Training, Management Consulting, Team Leadership, Interviews, Performance Management, Strategy, Integration, Staff Development, Organizational..., Entrepreneurship, Networking, Career Development, Small Business, Telecommunications, 360 Feedback, Sales Operations, Instructional Design, Facilitators, Resume Writing, Talent Management, Time Management, Training Delivery, Culture Change, Employee Benefits, MBTI, Executive Development
Education
Institute for Social + Emotional Intellegence 2012 — 2012
Certificate, Organizational Leadership
The College of Executive Coaching 2010 — 2012
Post-Graduate Certificate, Executive Coaching
AT&T School of Business 1988 — 2010
Telecommunications, Leadership and Organizational Skills
University of San Francisco 2002 — 2005
Master of Human Relations and Organizational Development, Human Resources and Organizational Development
Brigham Young University 1971 — 1977
Bachelor of Arts, Art and Design
Forward Aspiration August 2010 - Present
Appreciation Financial August 2015 - Present
Mitchell Leadership Consulting July 2013 - Present
Forward Aspiration August 2010 - Present
Transitions Team August 2014 - August 2015
Transamerica Financial Advisors, Inc. May 2014 - August 2015
The Alliance for Employee Growth & Development March 2010 - August 2012
ProMatch June 2011 - April 2012
AT&T January 1998 - August 2010
AT&T January 1996 - January 1998
Skills
Public Speaking, Program Management, Vendor Management, Executive Coaching, Conflict Resolution, Appreciative Inquiry, Leadership Development, Organizational..., Employee Engagement, Workshop Facilitation, Team Building, Change Management, Technology Needs..., Coaching, Cross-functional Team..., Career Transitioning, Training, Certified Social +..., Management, Process Improvement, Leadership, Personal Development, Emotional Intelligence, Career Counseling, Employee Training, Management Consulting, Team Leadership, Interviews, Performance Management, Strategy, Integration, Staff Development, Organizational..., Entrepreneurship, Networking, Career Development, Small Business, Telecommunications, 360 Feedback, Sales Operations, Instructional Design, Facilitators, Resume Writing, Talent Management, Time Management, Training Delivery, Culture Change, Employee Benefits, MBTI, Executive Development
Education
Institute for Social + Emotional Intellegence 2012 — 2012
Certificate, Organizational Leadership
The College of Executive Coaching 2010 — 2012
Post-Graduate Certificate, Executive Coaching
AT&T School of Business 1988 — 2010
Telecommunications, Leadership and Organizational Skills
University of San Francisco 2002 — 2005
Master of Human Relations and Organizational Development, Human Resources and Organizational Development
Brigham Young University 1971 — 1977
Bachelor of Arts, Art and Design
Hazel Minten's Appreciation Financial Experience July 2014 - Present
Job Helping those who help others
Industry Financial Services
Experience
Appreciation Financial July 2014 - Present
Aveda 2013 - Present
Kay Casperson March 2014 - August 2015
Kalypso Salon LLC. July 2010 - March 2014
Gill-Tech Academy of Hair Design May 2010 - May 2011
Skills
Skin Care, Waxing, Cosmetics, Makeup Artistry, Therapeutic Massage, Salons, Microsoft Word, Microsoft Excel, Relaxation, Microsoft Office, Holistic Health, Gel Nails, spa management, Inventory Management, Event Planning, Event Management, Customer Service, Marketing, Wellness, Nail Care, Fashion Shows, Deep Tissue Massage, Hair Removal, Spa, Aesthetics, Beauty Industry, Aromatherapy, Reflexology, PowerPoint, Chemical Peels, Retail, Chair Massage, Sales, Brazilian Waxing, Photo Shoots, Trigger Point Therapy, Bodywork
Education
Gill-Tech Academy 2009 — 2010
Nail Technology
Gill-Tech Academy 2008 — 2009
Aesthetician, Skin care, Body care, Waxing, Make-up
Madison Area Technical College 2005 — 2006
Massage Therapy, Massage Therapy
Appreciation Financial July 2014 - Present
Aveda 2013 - Present
Kay Casperson March 2014 - August 2015
Kalypso Salon LLC. July 2010 - March 2014
Gill-Tech Academy of Hair Design May 2010 - May 2011
Skills
Skin Care, Waxing, Cosmetics, Makeup Artistry, Therapeutic Massage, Salons, Microsoft Word, Microsoft Excel, Relaxation, Microsoft Office, Holistic Health, Gel Nails, spa management, Inventory Management, Event Planning, Event Management, Customer Service, Marketing, Wellness, Nail Care, Fashion Shows, Deep Tissue Massage, Hair Removal, Spa, Aesthetics, Beauty Industry, Aromatherapy, Reflexology, PowerPoint, Chemical Peels, Retail, Chair Massage, Sales, Brazilian Waxing, Photo Shoots, Trigger Point Therapy, Bodywork
Education
Gill-Tech Academy 2009 — 2010
Nail Technology
Gill-Tech Academy 2008 — 2009
Aesthetician, Skin care, Body care, Waxing, Make-up
Madison Area Technical College 2005 — 2006
Massage Therapy, Massage Therapy
Steven Helmkamp's Appreciation Financial Experience September 2012 - Present
Job Financial Sales Representative at Appreciation Financial
Industry Pharmaceuticals
Experience
Appreciation Financial September 2012 - Present
University Compounding Pharm August 2011 - June 2012
Access Interiors June 2009 - April 2011
Skills
Sales Operations, Marketing, Selling, Medical Devices, Sales, Oncology, B2B, Urology, Clinical Research, Marketing Strategy, Enterprise Software, Social Media Marketing, Strategy, Microsoft Office, Online Marketing, Social Media
Education
University of Central Florida 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Central Florida
B.S, Business Administration
Appreciation Financial September 2012 - Present
University Compounding Pharm August 2011 - June 2012
Access Interiors June 2009 - April 2011
Skills
Sales Operations, Marketing, Selling, Medical Devices, Sales, Oncology, B2B, Urology, Clinical Research, Marketing Strategy, Enterprise Software, Social Media Marketing, Strategy, Microsoft Office, Online Marketing, Social Media
Education
University of Central Florida 2005 — 2009
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Central Florida
B.S, Business Administration
Connie Youmans Connie Youmans's Appreciation Financial Experience Insurance AgentAppreciation FinancialMarch 2015 - Present
Job Insurance Agent at Appreciation Financial
Industry Insurance
Experience
Appreciation Financial Insurance AgentAppreciation FinancialMarch 2015 - Present
Skills
IUL, 403B, Our purpose is to help...
Education
The Art Institute of California-Sacramento
Interior Design
Appreciation Financial Insurance AgentAppreciation FinancialMarch 2015 - Present
Skills
IUL, 403B, Our purpose is to help...
Education
The Art Institute of California-Sacramento
Interior Design
Chris Chatto's Appreciation Financial Experience June 2014 - Present
Job Regional Vice President at Appreciation Financial
Industry Financial Services
Experience
Appreciation Financial June 2014 - Present
ASUREA March 2010 - Present
Horse&Plow/Lutea Wine Cellars May 2009 - June 2010
Skills
Term Life Insurance, Life Insurance, Insurance, Health Insurance, Disability Insurance, Annuity Sales, Sales, Long-term Care, Critical Illness, Whole Life, Brokers
Education
CSU Sacramento 2005 — 2009
Bachelor of Science Business Administration, Finance/Insurance
Appreciation Financial June 2014 - Present
ASUREA March 2010 - Present
Horse&Plow/Lutea Wine Cellars May 2009 - June 2010
Skills
Term Life Insurance, Life Insurance, Insurance, Health Insurance, Disability Insurance, Annuity Sales, Sales, Long-term Care, Critical Illness, Whole Life, Brokers
Education
CSU Sacramento 2005 — 2009
Bachelor of Science Business Administration, Finance/Insurance
Brunson Taylor's Appreciation Financial Experience May 2014 - Present
Job Area Manager at Asurea
Industry Insurance
Experience
Asurea August 2015 - Present
Appreciation Financial May 2014 - Present
Appreciation Financial October 2014 - July 2015
ASUREA April 2012 - May 2014
Liberty National Life Insurance January 2011 - January 2012
Skills
Term Life Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Insurance, Health Insurance, Whole Life, Universal Life, Long-term Care, Employee Benefits, Retirement Planning, Sales, Claim, Selling, Account Management, Lead Generation, Retirement, Sales Process, Direct Sales, Group Insurance, Accident, Indexed Annuities, Brokers, Long Term Care Insurance, Recruiting, Critical Illness, Team Building, Guaranteed Lifetime..., Permanent Life Insurance, Accident Insurance, Final Expense Planning, Key Person Insurance, Voluntary Employee..., Vision Insurance, Training, Sales Management, Individual Health..., Management
Education
LSU 1985 — 1990
Louisiana State University
Asurea August 2015 - Present
Appreciation Financial May 2014 - Present
Appreciation Financial October 2014 - July 2015
ASUREA April 2012 - May 2014
Liberty National Life Insurance January 2011 - January 2012
Skills
Term Life Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Insurance, Health Insurance, Whole Life, Universal Life, Long-term Care, Employee Benefits, Retirement Planning, Sales, Claim, Selling, Account Management, Lead Generation, Retirement, Sales Process, Direct Sales, Group Insurance, Accident, Indexed Annuities, Brokers, Long Term Care Insurance, Recruiting, Critical Illness, Team Building, Guaranteed Lifetime..., Permanent Life Insurance, Accident Insurance, Final Expense Planning, Key Person Insurance, Voluntary Employee..., Vision Insurance, Training, Sales Management, Individual Health..., Management
Education
LSU 1985 — 1990
Louisiana State University
Daniel Gullahorn Daniel Gullahorn's Appreciation Financial Experience June 2014 - Present
Job Director of Communications & Digital Strategy
Industry Public Relations and Communications
Experience
Appreciation Financial June 2014 - Present
Various Companies November 2003 - Present
ASUREA January 2014 - June 2014
Jon Huntsman for President 2012 August 2011 - March 2012
State of California November 2009 - February 2011
California State Lottery January 2007 - November 2009
Californians for Schwarzenegger February 2006 - February 2007
Webguys Communications January 2004 - December 2006
Office of Governor Schwarzenegger October 2003 - February 2006
Californians for Schwarzenegger, 2003 August 2003 - October 2003
Skills
Government, Editing, Research, Event Planning, Social Media, Project Management, Strategic Planning, Media Relations, Public Relations, Fundraising, Public Speaking, Public Policy, PowerPoint, New Media Strategy, Video Production, Graphic Design, Management, Budget, New Media, Digital Marketing, Marketing Strategy, Social Media Marketing, Information Technology, Photoshop, Digital Photography, Event Photography, Video Editing, Web Video, IT Strategy, IT Management, Technical Writing, Writing, Image Editing, Camera Operating, Audio Editing, Political Campaigns, Political Communication, Political Consulting, Education, Digital Media, Email Marketing, Email Strategy, Email Newsletter Design, Web Design, Web Development, Web Content, Digital Strategy, Strategic Communications, Crisis Communications, Rapid Response
Education
University of the Pacific - McGeorge School of Law 2005 — 2006
n/a
Belmont University 1996 — 2000
Bachelor of Science (BS), Multimedia Production
St. Michael's Academy 1992 — 1996
Appreciation Financial June 2014 - Present
Various Companies November 2003 - Present
ASUREA January 2014 - June 2014
Jon Huntsman for President 2012 August 2011 - March 2012
State of California November 2009 - February 2011
California State Lottery January 2007 - November 2009
Californians for Schwarzenegger February 2006 - February 2007
Webguys Communications January 2004 - December 2006
Office of Governor Schwarzenegger October 2003 - February 2006
Californians for Schwarzenegger, 2003 August 2003 - October 2003
Skills
Government, Editing, Research, Event Planning, Social Media, Project Management, Strategic Planning, Media Relations, Public Relations, Fundraising, Public Speaking, Public Policy, PowerPoint, New Media Strategy, Video Production, Graphic Design, Management, Budget, New Media, Digital Marketing, Marketing Strategy, Social Media Marketing, Information Technology, Photoshop, Digital Photography, Event Photography, Video Editing, Web Video, IT Strategy, IT Management, Technical Writing, Writing, Image Editing, Camera Operating, Audio Editing, Political Campaigns, Political Communication, Political Consulting, Education, Digital Media, Email Marketing, Email Strategy, Email Newsletter Design, Web Design, Web Development, Web Content, Digital Strategy, Strategic Communications, Crisis Communications, Rapid Response
Education
University of the Pacific - McGeorge School of Law 2005 — 2006
n/a
Belmont University 1996 — 2000
Bachelor of Science (BS), Multimedia Production
St. Michael's Academy 1992 — 1996
Brett Moore Brett Moore's Appreciation Financial Experience June 2008 - Present
Job Managing Vice President
Industry Financial Services
Experience
Appreciation Financial June 2008 - Present
HBW 2007 - 2009
World Financial Group (WFG) June 1999 - December 2007
Skills
Strategic Planning, Investments, Wealth Management, Life Insurance, Strategic Financial..., Retirement Planning, Insurance, Investment Properties, Real Estate, Entrepreneurship, Asset Management, Finance, Financial Advisory, Fixed Annuities, IRAs, Leadership Development, Portfolio Management, Retirement, Small Business
Education
Cal Poly Pomona
Appreciation Financial June 2008 - Present
HBW 2007 - 2009
World Financial Group (WFG) June 1999 - December 2007
Skills
Strategic Planning, Investments, Wealth Management, Life Insurance, Strategic Financial..., Retirement Planning, Insurance, Investment Properties, Real Estate, Entrepreneurship, Asset Management, Finance, Financial Advisory, Fixed Annuities, IRAs, Leadership Development, Portfolio Management, Retirement, Small Business
Education
Cal Poly Pomona
Tim Schultz Tim Schultz's Appreciation Financial Experience May 2014 - Present
Job Regional Vice President at Appreciation Financial
Industry Insurance
Experience
Appreciation Financial May 2014 - Present
ASUREA September 2011 - May 2014
American Income Life Insurance Company January 2011 - September 2011
AMBA January 2010 - December 2010
Pink Ribbon Home Mortgage January 2004 - January 2010
Skills
Insurance, Marketing, Customer Service, New Business Development, Sales Management, Underwriting, Strategic Financial..., Strategic Planning, Strategy, Sales, Training, Business Planning, Employee Benefits, Team Building, Finance, Retirement, Life Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Management, Financial Planning
Education
University of Iowa 1991 — 1995
Bachelor of Business Administration (B.B.A.)
city high school
Appreciation Financial May 2014 - Present
ASUREA September 2011 - May 2014
American Income Life Insurance Company January 2011 - September 2011
AMBA January 2010 - December 2010
Pink Ribbon Home Mortgage January 2004 - January 2010
Skills
Insurance, Marketing, Customer Service, New Business Development, Sales Management, Underwriting, Strategic Financial..., Strategic Planning, Strategy, Sales, Training, Business Planning, Employee Benefits, Team Building, Finance, Retirement, Life Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Management, Financial Planning
Education
University of Iowa 1991 — 1995
Bachelor of Business Administration (B.B.A.)
city high school
Christine Mckissick Christine Mckissick's Appreciation Financial Experience February 2014 - January 2015
Job Analyst at Torrey Cove Capital Partners
Industry Financial Services
Experience
TorreyCove Capital Partners LLC March 2015 - Present
Appreciation Financial February 2014 - January 2015
Teach For America February 2013 - January 2014
University Impact Fund August 2012 - December 2012
FootScientific August 2012 - December 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Microsoft Office, PowerPoint, Public Speaking, Leadership, Data Analysis, Finance, Investments, Analysis, Economics, Business Strategy, Microsoft Word
Education
Loyola Marymount University 2013 — 2013
California Intern Teaching Certificate in Secondary Mathematics, Education
ESC Clermont-Ferrand d’Administrations 2011 — 2012
Brigham Young University 2007 — 2012
Bachelor of Science (B.S.), Management, emphasis in Finance
TorreyCove Capital Partners LLC March 2015 - Present
Appreciation Financial February 2014 - January 2015
Teach For America February 2013 - January 2014
University Impact Fund August 2012 - December 2012
FootScientific August 2012 - December 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, Valuation, Microsoft Office, PowerPoint, Public Speaking, Leadership, Data Analysis, Finance, Investments, Analysis, Economics, Business Strategy, Microsoft Word
Education
Loyola Marymount University 2013 — 2013
California Intern Teaching Certificate in Secondary Mathematics, Education
ESC Clermont-Ferrand d’Administrations 2011 — 2012
Brigham Young University 2007 — 2012
Bachelor of Science (B.S.), Management, emphasis in Finance
Keith Spivey Keith Spivey's Appreciation Financial Experience May 2015 - Present
Job Agency Vice President at PHG a divison of Appreciation Financial
Industry Investment Management
Experience
Appreciation Financial May 2015 - Present
Appreciation Financial February 2015 - Present
Appreciation Financial June 2012 - Present
Fifth Third Bank November 2012 - September 2013
Unique Underwriters, Inc. March 2012 - October 2012
American Income Life November 2010 - March 2012
Scheel Publishing INC October 2004 - November 2009
Shooters on the Water April 1999 - August 2005
Skills
Sales, Direct Sales, New Business Development, B2B, Account Management, Leadership, Training, Public Speaking, Negotiation, Sales Presentations, Sales Process, Social Media Marketing, Budgets, Marketing Strategy
Education
University of Mount Union 2000 — 2004
Appreciation Financial May 2015 - Present
Appreciation Financial February 2015 - Present
Appreciation Financial June 2012 - Present
Fifth Third Bank November 2012 - September 2013
Unique Underwriters, Inc. March 2012 - October 2012
American Income Life November 2010 - March 2012
Scheel Publishing INC October 2004 - November 2009
Shooters on the Water April 1999 - August 2005
Skills
Sales, Direct Sales, New Business Development, B2B, Account Management, Leadership, Training, Public Speaking, Negotiation, Sales Presentations, Sales Process, Social Media Marketing, Budgets, Marketing Strategy
Education
University of Mount Union 2000 — 2004
Jonathan Millsap's Appreciation Financial Experience May 2015 - Present
Job Benefits coordinator
Industry Financial Services
Experience
Appreciation Financial May 2015 - Present
Skills
Customer Satisfaction, Customer Service, Marketing, Microsoft Excel, Microsoft Word, Sales, Sales Management, Coaching, Life Insurance, Time Management, Event Planning, Human Resources, Insurance, Microsoft Office, Team Building
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor's degree
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor's degree, Criminal Justice/Police Science
Appreciation Financial May 2015 - Present
Skills
Customer Satisfaction, Customer Service, Marketing, Microsoft Excel, Microsoft Word, Sales, Sales Management, Coaching, Life Insurance, Time Management, Event Planning, Human Resources, Insurance, Microsoft Office, Team Building
Education
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor's degree
Southern University and Agricultural and Mechanical College at Baton Rouge
Bachelor's degree, Criminal Justice/Police Science
Adam Arredondo Adam Arredondo's Appreciation Financial Experience February 2015 - Present
Job Advisor at Appreciation Financial
Industry Financial Services
Experience
Appreciation Financial February 2015 - Present
Wells Fargo Advisors September 2012 - February 2015
Wells Fargo Home Mortgage January 2009 - February 2010
Home Star Lending January 2006 - January 2009
HomeStar Lending May 2004 - September 2006
STONEHILL CAPITAL, INC January 2005 - January 2006
Skills
Administration, Team Leadership, Computer Literate, Credit, Mortgage Lending, Customer Service, Loans, Banking, Microsoft Office, Customer Satisfaction, Microsoft Excel, Outlook, Team Building, Sales, Time Management, Call Center, Software Documentation, Process Improvement, Commercial Mortgages, Call Centers, Training, Real Estate, Credit Analysis, Mortgage Banking, Branch Banking, Investments, Management, Insurance, Referrals, Consumer Lending, Portfolio Management, Loan Origination, Finance
Education
Lone Star College
Tomball High
Appreciation Financial February 2015 - Present
Wells Fargo Advisors September 2012 - February 2015
Wells Fargo Home Mortgage January 2009 - February 2010
Home Star Lending January 2006 - January 2009
HomeStar Lending May 2004 - September 2006
STONEHILL CAPITAL, INC January 2005 - January 2006
Skills
Administration, Team Leadership, Computer Literate, Credit, Mortgage Lending, Customer Service, Loans, Banking, Microsoft Office, Customer Satisfaction, Microsoft Excel, Outlook, Team Building, Sales, Time Management, Call Center, Software Documentation, Process Improvement, Commercial Mortgages, Call Centers, Training, Real Estate, Credit Analysis, Mortgage Banking, Branch Banking, Investments, Management, Insurance, Referrals, Consumer Lending, Portfolio Management, Loan Origination, Finance
Education
Lone Star College
Tomball High
Ivette Mendoza's Appreciation Financial Experience March 2015 - Present
Job Insurance Broker
Industry Insurance
Experience
Appreciation Financial March 2015 - Present
All Kinds of Insurance October 2014 - Present
American National Insurance June 2014 - October 2014
Spacecraft Components Corp November 2013 - April 2014
UNLV June 2013 - October 2013
Angelina's Pizzeria October 2012 - December 2012
Dairy Queen June 2012 - September 2012
Wynn Las Vegas December 2011 - June 2012
Dairy Queen March 2010 - December 2011
Skills
Food & Beverage, Human Resources, Hospitality Management, Restaurant Management, Hotel Management, Customer Service, ServSafe, Multi Tasking, Multi-line Phone, Data Entry, Employee Training, Food Safety, Office Administration, Friendly Personality, Marketing, Leadership, Management, Training, Team Building, Social Networking
Education
UNLV 2011 — 2016
Bachelor of Science in Hotel Administration
College of Southern Nevada 2009 — 2011
Hospitality Administration/Management
Appreciation Financial March 2015 - Present
All Kinds of Insurance October 2014 - Present
American National Insurance June 2014 - October 2014
Spacecraft Components Corp November 2013 - April 2014
UNLV June 2013 - October 2013
Angelina's Pizzeria October 2012 - December 2012
Dairy Queen June 2012 - September 2012
Wynn Las Vegas December 2011 - June 2012
Dairy Queen March 2010 - December 2011
Skills
Food & Beverage, Human Resources, Hospitality Management, Restaurant Management, Hotel Management, Customer Service, ServSafe, Multi Tasking, Multi-line Phone, Data Entry, Employee Training, Food Safety, Office Administration, Friendly Personality, Marketing, Leadership, Management, Training, Team Building, Social Networking
Education
UNLV 2011 — 2016
Bachelor of Science in Hotel Administration
College of Southern Nevada 2009 — 2011
Hospitality Administration/Management
Chris Reid Chris Reid's Appreciation Financial Experience May 2014 - Present
Job Partner at PHG Protect Help Give
Industry Insurance
Experience
Appreciation Financial May 2014 - Present
PHG - Protect Help Give May 2014 - Present
Asurea October 2010 - May 2014
Asurea January 2005 - September 2010
Asurea July 2002 - December 2006
Asurea August 2001 - June 2002
Asurea January 2001 - July 2001
Skills
Life Insurance, Health Insurance, Term Life Insurance, Long-term Care, Insurance, Disability Insurance, Universal Life, Fixed Annuities, Long Term Care Insurance, Retirement Planning, 401k, Employee Benefits, Financial Planners, IRAs, Investments, Retirement, Series 6, Whole Life, Strategic Financial..., General Insurance, Medicare, Underwriting, Variable Annuities, Critical Illness, Brokers
Education
CSU Sacramento 2002 — 2005
BS, Business Administration - Marketing
Appreciation Financial May 2014 - Present
PHG - Protect Help Give May 2014 - Present
Asurea October 2010 - May 2014
Asurea January 2005 - September 2010
Asurea July 2002 - December 2006
Asurea August 2001 - June 2002
Asurea January 2001 - July 2001
Skills
Life Insurance, Health Insurance, Term Life Insurance, Long-term Care, Insurance, Disability Insurance, Universal Life, Fixed Annuities, Long Term Care Insurance, Retirement Planning, 401k, Employee Benefits, Financial Planners, IRAs, Investments, Retirement, Series 6, Whole Life, Strategic Financial..., General Insurance, Medicare, Underwriting, Variable Annuities, Critical Illness, Brokers
Education
CSU Sacramento 2002 — 2005
BS, Business Administration - Marketing
Aaron Minor Aaron Minor's Appreciation Financial Experience July 2014 - Present
Job Agency Vice President at Appreciation Financial
Industry Wholesale
Experience
Appreciation Financial July 2014 - Present
ASUREA August 2012 - July 2014
Sanyork Sales & Distribution October 2007 - August 2012
Kaiser Permanente April 2000 - October 2007
Skills
Insurance, Sales, Sales Management, Life Insurance, Customer Service, Employee Benefits, Account Management, Long-term Care, Marketing, Direct Sales, Term Life Insurance, Disability Insurance, Fixed Annuities
Education
Colorado State University 1999 — 2004
BS, Business Administration, Emphasis in Marketing
Appreciation Financial July 2014 - Present
ASUREA August 2012 - July 2014
Sanyork Sales & Distribution October 2007 - August 2012
Kaiser Permanente April 2000 - October 2007
Skills
Insurance, Sales, Sales Management, Life Insurance, Customer Service, Employee Benefits, Account Management, Long-term Care, Marketing, Direct Sales, Term Life Insurance, Disability Insurance, Fixed Annuities
Education
Colorado State University 1999 — 2004
BS, Business Administration, Emphasis in Marketing
Leo Sanchez's Appreciation Financial Experience May 2015 - June 2015
Job Senior Sales
Industry Business Supplies and Equipment
Experience
UniFirst Corporation June 2015 - Present
Appreciation Financial May 2015 - June 2015
National Federation of Independent Business (NFIB) March 2015 - March 2015
Michael Toyota January 2015 - March 2015
Liberty Chevrolet llc September 2014 - December 2014
Visalia Times-Delta September 2013 - September 2014
Macy's May 2008 - September 2013
Liberty Chevrolet 2001 - 2008
Skills
B2B, Digital Strategy, Lead Generation, Social Media, New Media, Mobile Marketing, Account Management, Cold Calling, Online Marketing, SEO, Media Buying, Marketing Communications, Marketing Strategy, Social Media Marketing, Sales, Marketing, Advertising, Digital Media, Social Networking, Email Marketing, Online Advertising, Customer Service, Leadership, Management, Team Building, CRM, New Business Development, Microsoft Office, Public Relations, Direct Marketing, Brand Development, Strategic Planning, Nonprofits, Digital Marketing, Contract Negotiation, Training, Media Relations, Event Planning, Event Management, Sales Process, Business Development, Salesforce.com, Retail, Time Management
Education
Reedley College 1998 — 2001
Associate of Science (A.S.), Small Business Administration/Management
Reedley College 1997 — 2001
Associate's degree, Small Business Administration/Management
UniFirst Corporation June 2015 - Present
Appreciation Financial May 2015 - June 2015
National Federation of Independent Business (NFIB) March 2015 - March 2015
Michael Toyota January 2015 - March 2015
Liberty Chevrolet llc September 2014 - December 2014
Visalia Times-Delta September 2013 - September 2014
Macy's May 2008 - September 2013
Liberty Chevrolet 2001 - 2008
Skills
B2B, Digital Strategy, Lead Generation, Social Media, New Media, Mobile Marketing, Account Management, Cold Calling, Online Marketing, SEO, Media Buying, Marketing Communications, Marketing Strategy, Social Media Marketing, Sales, Marketing, Advertising, Digital Media, Social Networking, Email Marketing, Online Advertising, Customer Service, Leadership, Management, Team Building, CRM, New Business Development, Microsoft Office, Public Relations, Direct Marketing, Brand Development, Strategic Planning, Nonprofits, Digital Marketing, Contract Negotiation, Training, Media Relations, Event Planning, Event Management, Sales Process, Business Development, Salesforce.com, Retail, Time Management
Education
Reedley College 1998 — 2001
Associate of Science (A.S.), Small Business Administration/Management
Reedley College 1997 — 2001
Associate's degree, Small Business Administration/Management
Zach Arthur Zach Arthur's Appreciation Financial Experience Division Office ManagerVector MarketingMay 2013 - August 2013
Job Advisor at Appreciation Financial
Industry Financial Services
Experience
Appreciation Financial Division Office ManagerVector MarketingMay 2013 - August 2013
Vector Marketing July 2009 - August 2013
Vector Marketing May 2012 - August 2012
Vector Marketing May 2011 - August 2011
Skills
Sales, Marketing, Customer Service, Sales Management, Leadership, Team Building, Microsoft Office, Sales Operations, Marketing Strategy, Account Management, Time Management, Management
Education
Colorado State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Appreciation Financial Division Office ManagerVector MarketingMay 2013 - August 2013
Vector Marketing July 2009 - August 2013
Vector Marketing May 2012 - August 2012
Vector Marketing May 2011 - August 2011
Skills
Sales, Marketing, Customer Service, Sales Management, Leadership, Team Building, Microsoft Office, Sales Operations, Marketing Strategy, Account Management, Time Management, Management
Education
Colorado State University 2011 — 2014
Bachelor of Business Administration (B.B.A.), Marketing
Edgar Duran Edgar Duran's Appreciation Financial Experience June 2014 - Present
Job Field Vice President at Appreciation Financial
Industry Insurance
Experience
Appreciation Financial June 2014 - Present
ASUREA September 2010 - May 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Social Media, Public Relations, Public Speaking, Outlook, Strategic Planning, Social Networking, Sales, Insurance, Marketing, Training, Team Building, Fixed Annuities, Term Life Insurance, Universal Life, Disability Insurance, Marketing Communications, Whole Life, Social Media Marketing, Retirement Planning, Long-term Care, Advertising, Life Insurance
Education
California State University-Sacramento 2004 — 2009
Bachelor of Science, Business Management, Business, Management, Marketing, and Related Support Services
Appreciation Financial June 2014 - Present
ASUREA September 2010 - May 2014
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Research, Social Media, Public Relations, Public Speaking, Outlook, Strategic Planning, Social Networking, Sales, Insurance, Marketing, Training, Team Building, Fixed Annuities, Term Life Insurance, Universal Life, Disability Insurance, Marketing Communications, Whole Life, Social Media Marketing, Retirement Planning, Long-term Care, Advertising, Life Insurance
Education
California State University-Sacramento 2004 — 2009
Bachelor of Science, Business Management, Business, Management, Marketing, and Related Support Services
Samuel Thornhill's Appreciation Financial Experience August 2015 - Present
Job Curator at Mas Appetit
Industry Insurance
Experience
Appreciation Financial August 2015 - Present
Mas Appetit May 2015 - Present
SkeeTV November 2012 - Present
First Look Sports January 2010 - Present
WV Enterprises January 2014 - December 2014
Paradigm Talent Agency April 2008 - January 2010
Five Star Care Financial March 2004 - November 2006
Steven Rifkind Company February 2003 - September 2004
Loud Records February 2000 - February 2003
Skills
Marketing Strategy, Social Media Marketing, Brand Management, Music, Strategic Partnerships, Product Marketing, Brand Development, Tour Marketing, Product Launch Events, High Profile Events, Tour Support, Client Representation, Artist Developement, Manage Client..., New Business Procurement, New Business Development, Marketing Research, Brand Leverage, Sports Marketing, Sports Management, Video, A&R, Event Planning
Education
Florida State University 2001 — 2004
B.A>, Marketing Communications
Appreciation Financial August 2015 - Present
Mas Appetit May 2015 - Present
SkeeTV November 2012 - Present
First Look Sports January 2010 - Present
WV Enterprises January 2014 - December 2014
Paradigm Talent Agency April 2008 - January 2010
Five Star Care Financial March 2004 - November 2006
Steven Rifkind Company February 2003 - September 2004
Loud Records February 2000 - February 2003
Skills
Marketing Strategy, Social Media Marketing, Brand Management, Music, Strategic Partnerships, Product Marketing, Brand Development, Tour Marketing, Product Launch Events, High Profile Events, Tour Support, Client Representation, Artist Developement, Manage Client..., New Business Procurement, New Business Development, Marketing Research, Brand Leverage, Sports Marketing, Sports Management, Video, A&R, Event Planning
Education
Florida State University 2001 — 2004
B.A>, Marketing Communications
Chris Vasu's Appreciation Financial Experience February 2015 - June 2015
Job Helping customers find a maintenance and support solution while ensuring they receive a superior customer experience.
Industry Information Technology and Services
Experience
Park Place Technologies June 2015 - Present
Appreciation Financial February 2015 - June 2015
Cleveland Browns March 2014 - February 2015
Cleveland Browns April 2013 - March 2014
American Income Life Insurance Company January 2013 - April 2013
American Income Life Insurance Company January 2012 - January 2013
The Reserves Network June 2011 - January 2012
Panther Expedited Services April 2010 - June 2011
KeySource HCI, LLC September 2008 - April 2010
American Income Life Insurance Company March 2008 - September 2008
Skills
Technical Recruiting, Full-cycle Recruiting, Internet Recruiting, Candidate Development, Candidate Selection, Candidate Generation, New Business Development, Talent Management, Talent Acquisition, Talent Assessment, Direct Recruiting, Interviewing, Client Relationship..., Onboarding, Business Strategy, Business Management, Leadership Development, Career Management, Career Counseling, Career Development, Career Transitions, Career Exploration, Resume Writing, Recruiting, Interviews, Management, Applicant Tracking..., CRM, Employee Benefits, Executive Search, Hiring, Human Resources, Leadership, Organizational..., SDLC, Staff Development, Team Building, Training, Cold Calling
Education
University of Dayton 2003 — 2007
B.S., Business Administration (Major: Business Leadership), 3.402 GPA
Midpark High School 1999 — 2003
Park Place Technologies June 2015 - Present
Appreciation Financial February 2015 - June 2015
Cleveland Browns March 2014 - February 2015
Cleveland Browns April 2013 - March 2014
American Income Life Insurance Company January 2013 - April 2013
American Income Life Insurance Company January 2012 - January 2013
The Reserves Network June 2011 - January 2012
Panther Expedited Services April 2010 - June 2011
KeySource HCI, LLC September 2008 - April 2010
American Income Life Insurance Company March 2008 - September 2008
Skills
Technical Recruiting, Full-cycle Recruiting, Internet Recruiting, Candidate Development, Candidate Selection, Candidate Generation, New Business Development, Talent Management, Talent Acquisition, Talent Assessment, Direct Recruiting, Interviewing, Client Relationship..., Onboarding, Business Strategy, Business Management, Leadership Development, Career Management, Career Counseling, Career Development, Career Transitions, Career Exploration, Resume Writing, Recruiting, Interviews, Management, Applicant Tracking..., CRM, Employee Benefits, Executive Search, Hiring, Human Resources, Leadership, Organizational..., SDLC, Staff Development, Team Building, Training, Cold Calling
Education
University of Dayton 2003 — 2007
B.S., Business Administration (Major: Business Leadership), 3.402 GPA
Midpark High School 1999 — 2003
David Gagliardi David Gagliardi's Appreciation Financial Experience September 2014 - Present
Job Agent at Appreciation Financial
Industry Financial Services
Experience
Appreciation Financial September 2014 - Present
Citadel Gun & Safe February 2004 - June 2013
Skills
Insurance, Life Insurance, Retirement Planning, Financial Planning, Retirement, Disability Insurance, Customer Service, Investments, Fixed Annuities, Sales, Term Life Insurance, Small Business, Management, Microsoft Excel, Leadership, Risk Management, Health Insurance
Education
The Citadel 1994 — 1998
Bachelor of Arts (B.A.), Political Science
Appreciation Financial September 2014 - Present
Citadel Gun & Safe February 2004 - June 2013
Skills
Insurance, Life Insurance, Retirement Planning, Financial Planning, Retirement, Disability Insurance, Customer Service, Investments, Fixed Annuities, Sales, Term Life Insurance, Small Business, Management, Microsoft Excel, Leadership, Risk Management, Health Insurance
Education
The Citadel 1994 — 1998
Bachelor of Arts (B.A.), Political Science
Sidney Carranza's Appreciation Financial Experience April 2014 - Present
Job Small Business Consultant Wireless Sales
Industry Wireless
Experience
AT&T August 2014 - Present
Appreciation Financial April 2014 - Present
Verizon Wireless August 2012 - April 2014
JPMorgan Chase January 2011 - July 2012
Sears July 2011 - December 2011
Boys and Girls Club January 2011 - July 2011
Fred Meyer October 2009 - January 2011
Skills
Spanish translation, Spanish, American History, Music History, Writing, Oral Communications, Tutoring, Network Marketing, Tennis, Mediation, Public Speaking, Notary Public, Customer Service, Phone Skills, Sales Operations, Sales, Consumer Electronics, Television Research, Program Management, Program Development, Team Leadership, Team-oriented, Retail Banking, Teller Operations, Selling Skills, Social Skills, Finance, Negotiation, Sales Management, Marketing, Leadership, Insurance, Consulting, Telephone Skills
Education
Chemeketa Community College 2010 — 2012
Associate of Arts (A.A.), History, Political Science, Sophomore
McNary high school 2010 2008 — 2010
High School Diploma, History
AT&T August 2014 - Present
Appreciation Financial April 2014 - Present
Verizon Wireless August 2012 - April 2014
JPMorgan Chase January 2011 - July 2012
Sears July 2011 - December 2011
Boys and Girls Club January 2011 - July 2011
Fred Meyer October 2009 - January 2011
Skills
Spanish translation, Spanish, American History, Music History, Writing, Oral Communications, Tutoring, Network Marketing, Tennis, Mediation, Public Speaking, Notary Public, Customer Service, Phone Skills, Sales Operations, Sales, Consumer Electronics, Television Research, Program Management, Program Development, Team Leadership, Team-oriented, Retail Banking, Teller Operations, Selling Skills, Social Skills, Finance, Negotiation, Sales Management, Marketing, Leadership, Insurance, Consulting, Telephone Skills
Education
Chemeketa Community College 2010 — 2012
Associate of Arts (A.A.), History, Political Science, Sophomore
McNary high school 2010 2008 — 2010
High School Diploma, History
Deborah Cottrell's Appreciation Financial Experience March 2015 - Present
Job Financial Advisor at Appreciation Financial
Industry Nonprofit Organization Management
Experience
Appreciation Financial March 2015 - Present
The Mission Continues February 2015 - Present
La Boulange Cafe & Bakery September 2014 - March 2015
Paradise Valley Estates January 2005 - January 2014
Fleet Feet Sports September 2010 - June 2012
Davis LIfe Magazine October 2008 - April 2010
US Army May 1980 - May 1984
Skills
Leadership, Public Speaking, Training, Community Outreach, Nonprofits, Leadership Development, Program Management, Event Planning, Policy, Volunteer Management, Customer Service, Microsoft Office, Recruiting, Management, Supervisory Skills, Microsoft Word, Microsoft Excel, PowerPoint, Event Management, Outlook, Volunteer Recruiting, Community Engagement, Connecting People, English, Community Organizing, Administrative..., Customer Retention, Executive..., Exceptional People..., Executive Support, Financial Planning, Investment Advisory, Investments
Education
City College of San Francisco 2014 — 2016
Certificate Program, Drug and Alcohol Studies
University of Phoenix 2007 — 2009
Bachelor of Science (B.S.), Human Services, General
Le Cordon Bleu College of Culinary Arts. California Culinary Academy, San Francisco 2004 — 2005
Associate of Science (A.S.), Culinary Arts/Chef Training
Solano Community College 1996 — 2000
Associate of Arts (A.A.), Psychology
U.S. Army Noncommissioned Officers Academy 1983 — 1983
"Secret Security Clearance", Service Medals Include Army Achievement Medal,, Strategic Leadership; Good Conduct Medal, NCO Professional Dev. Ribbon, Overseas Service Ribbon
2nd Support Command School, West Germany 1982 — 1982
U.S. Army Basic Leadership Course, Military Leadership and Operational Science
Appreciation Financial March 2015 - Present
The Mission Continues February 2015 - Present
La Boulange Cafe & Bakery September 2014 - March 2015
Paradise Valley Estates January 2005 - January 2014
Fleet Feet Sports September 2010 - June 2012
Davis LIfe Magazine October 2008 - April 2010
US Army May 1980 - May 1984
Skills
Leadership, Public Speaking, Training, Community Outreach, Nonprofits, Leadership Development, Program Management, Event Planning, Policy, Volunteer Management, Customer Service, Microsoft Office, Recruiting, Management, Supervisory Skills, Microsoft Word, Microsoft Excel, PowerPoint, Event Management, Outlook, Volunteer Recruiting, Community Engagement, Connecting People, English, Community Organizing, Administrative..., Customer Retention, Executive..., Exceptional People..., Executive Support, Financial Planning, Investment Advisory, Investments
Education
City College of San Francisco 2014 — 2016
Certificate Program, Drug and Alcohol Studies
University of Phoenix 2007 — 2009
Bachelor of Science (B.S.), Human Services, General
Le Cordon Bleu College of Culinary Arts. California Culinary Academy, San Francisco 2004 — 2005
Associate of Science (A.S.), Culinary Arts/Chef Training
Solano Community College 1996 — 2000
Associate of Arts (A.A.), Psychology
U.S. Army Noncommissioned Officers Academy 1983 — 1983
"Secret Security Clearance", Service Medals Include Army Achievement Medal,, Strategic Leadership; Good Conduct Medal, NCO Professional Dev. Ribbon, Overseas Service Ribbon
2nd Support Command School, West Germany 1982 — 1982
U.S. Army Basic Leadership Course, Military Leadership and Operational Science
Jeffrey Hossler Jeffrey Hossler's Appreciation Financial Experience June 2014 - Present
Job Regional Vice President at Appreciation Financial
Industry Financial Services
Experience
Appreciation Financial June 2014 - Present
Hossler Realty Services April 2010 - Present
Transamerica April 2014 - August 2014
TD Ameritrade July 2013 - June 2014
Skills
Retirement Planning, Retirement, Social Networking, 401k, Wealth Management, Investments, Insurance, Fixed Annuities, Sales, Customer Service, Business Development, Analysis, Life Insurance, Finance, Management, Series 7, Marketing, Public Speaking, Health Insurance, Financial Advisory, Financial Services, Portfolio Management, Real Estate, Small Business, Investment Strategies, Brokerage, Strategic Financial...
Education
Tri-State University 1975 — 1980
Bachelor of Science (B.S.), Education and Math
Appreciation Financial June 2014 - Present
Hossler Realty Services April 2010 - Present
Transamerica April 2014 - August 2014
TD Ameritrade July 2013 - June 2014
Skills
Retirement Planning, Retirement, Social Networking, 401k, Wealth Management, Investments, Insurance, Fixed Annuities, Sales, Customer Service, Business Development, Analysis, Life Insurance, Finance, Management, Series 7, Marketing, Public Speaking, Health Insurance, Financial Advisory, Financial Services, Portfolio Management, Real Estate, Small Business, Investment Strategies, Brokerage, Strategic Financial...
Education
Tri-State University 1975 — 1980
Bachelor of Science (B.S.), Education and Math
Calvin Chamer's Appreciation Financial Experience June 2014 - Present
Job Agent at Appreciation Financial
Industry Insurance
Experience
Appreciation Financial June 2014 - Present
Landry's Restaurants January 2011 - December 2013
Real Time Health Quotes June 2009 - December 2010
T-Mobile June 2006 - June 2009
Skills
Health Insurance, Sales, Customer Satisfaction, Insurance, Customer Service, Life Insurance, Microsoft Excel, Retail
Education
University of Central Florida
Master of Business Administration (MBA)
University of Central Florida 2002 — 2006
Bachelor of Science in Business Adminstration, Management
Appreciation Financial June 2014 - Present
Landry's Restaurants January 2011 - December 2013
Real Time Health Quotes June 2009 - December 2010
T-Mobile June 2006 - June 2009
Skills
Health Insurance, Sales, Customer Satisfaction, Insurance, Customer Service, Life Insurance, Microsoft Excel, Retail
Education
University of Central Florida
Master of Business Administration (MBA)
University of Central Florida 2002 — 2006
Bachelor of Science in Business Adminstration, Management
Phil Woolsey's Appreciation Financial Experience July 2014 - Present
Job Appreciation Financial Regional Vice President
Industry Financial Services
Experience
Appreciation Financial July 2014 - Present
Pluris Financial Group January 2008 - Present
Asurea Group August 2013 - June 2014
Securus Financial Services February 2011 - June 2013
Skills
Long-term Care, Investments, Fixed Annuities
Education
San Diego State University-California State University
Appreciation Financial July 2014 - Present
Pluris Financial Group January 2008 - Present
Asurea Group August 2013 - June 2014
Securus Financial Services February 2011 - June 2013
Skills
Long-term Care, Investments, Fixed Annuities
Education
San Diego State University-California State University
Nanette Gromek's Appreciation Financial Experience August 2015 - Present
Job Education Management Professional
Industry Insurance
Experience
Appreciation Financial August 2015 - Present
Education
Regis University 2010 — 2012
Master of Education (M.Ed.), Administration
Appreciation Financial August 2015 - Present
Education
Regis University 2010 — 2012
Master of Education (M.Ed.), Administration
James Fosdick IV's Appreciation Financial Experience December 2013 - Present
Job Commissions Manager at Appreciation Financial
Industry
Experience
Appreciation Financial December 2013 - Present
Choice Center Leadership University 2013 - 2013
Choice Center Leadership University 2013 - 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Nevada-Reno 2007 — 2012
Bachelor's degree, Applied Economics
Appreciation Financial December 2013 - Present
Choice Center Leadership University 2013 - 2013
Choice Center Leadership University 2013 - 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
University of Nevada-Reno 2007 — 2012
Bachelor's degree, Applied Economics
Nathan Burks's Appreciation Financial Experience May 2014 - Present
Job Regional Vice President at Appreciation Financial
Industry Financial Services
Experience
Appreciation Financial May 2014 - Present
ASUREA June 2010 - May 2014
Affinity Insurance Agency October 2003 - June 2010
Skills
Licensed Life & Health..., Investment Strategies, Sales Management, Sales Rep Training, Leadership Development, Long-term Care, Sales, Life Insurance, Retirement Planning, Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Employee Benefits, Management
Education
California State University-Chico 1999 — 2001
Bachelor of Science (B.S.), Psychology
University of Hawaii at Hilo 1998 — 1999
Appreciation Financial May 2014 - Present
ASUREA June 2010 - May 2014
Affinity Insurance Agency October 2003 - June 2010
Skills
Licensed Life & Health..., Investment Strategies, Sales Management, Sales Rep Training, Leadership Development, Long-term Care, Sales, Life Insurance, Retirement Planning, Insurance, Fixed Annuities, Term Life Insurance, Disability Insurance, Employee Benefits, Management
Education
California State University-Chico 1999 — 2001
Bachelor of Science (B.S.), Psychology
University of Hawaii at Hilo 1998 — 1999
Erik Ong's Appreciation Financial Experience 2013 - Present
Job Retirement Specialist Appreciation Financial
Industry Financial Services
Experience
Appreciation Financial 2013 - Present
Skills
Retirement Planning
Education
San Diego State University-California State University 1997 — 1998
Multiple Subject BCLAD Teaching Credential, Bilingual, Multiple Subjects Credential
California State University-East Bay 1993 — 1995
Master of Science (M.S.), Counseling Psychology
Bryant University
Financial Planning, Certified Financial Planning
Appreciation Financial 2013 - Present
Skills
Retirement Planning
Education
San Diego State University-California State University 1997 — 1998
Multiple Subject BCLAD Teaching Credential, Bilingual, Multiple Subjects Credential
California State University-East Bay 1993 — 1995
Master of Science (M.S.), Counseling Psychology
Bryant University
Financial Planning, Certified Financial Planning