Ash Brokerage
Industry: Insurance company
DescriptionFounded: 1971 Subsidiaries: Zenith Marketing Group, Inc., Target Insurance Services, Inc.
Ash Brokerage List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Ash Brokerage. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Ash Brokerage Employees
Ash Brokerage May 2015 - Present
Ash Brokerage December 2014 - May 2015
WestPoint Financial Group July 2014 - November 2014
Indianapolis Colts August 2013 - January 2014
SportsBam! Inc. March 2013 - September 2013
Millers Health Systems, Inc. May 2013 - July 2013
Skills
Financial Services, Insurance, Life Insurance, Long-term Care, Disability Insurance, Retirement Planning, Retirement, 401k, Succession Planning, Strategic Financial..., Financial Analysis, Sales, Management, Annuity Sales, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Variable Annuities, Investment Strategies, Social Media Marketing, Customer Service, Networking, Team Leadership, Professional Sports, Sport Marketing, Athletics, Sports, Sports Management, Microsoft Word, Microsoft Excel
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science in Kinesiology, Sport Marketing and Management
Ash Brokerage September 2013 - Present
One Resource Group 2005 - August 2013
Education
Indiana University—Purdue University Fort Wayne 2001 — 2005
Bachelor's degree, Organizational Leadership and Supervision
Ash Brokerage July 2013 - Present
Entercom October 2001 - Present
InSource Inc. August 2006 - July 2013
AMC Theatres August 1991 - August 2006
Skills
Fixed Annuities, Insurance, Retirement Planning, Financial Advisory, 401k, Retirement, Long-term Care, Radio Broadcasting, Radio Promotions, Radio, Marketing, Radio Advertising, Social Media, Social Media Marketing, Radio Producing, Indexed Annuities, Annuity Sales, New Media, Radio Programming, Radio Host, Advertising Sales, Media Relations, Voice Over, Broadcast, Advertising, Public Relations, Broadcast Television, Audio Editing, Television
Education
Butler University 1991 — 1995
Bachelor's degree, Radio and Television
Ash Brokerage April 2014 - Present
Highland Capital Brokerage December 2010 - April 2014
OneAmerica September 2008 - November 2010
ADMin Solutions LLC May 2006 - September 2008
Conseco May 2004 - May 2006
Conseco April 2001 - May 2004
Jackson National Life 2000 - 2001
Bank One 1996 - 1998
Venture Corporation 1994 - 1995
Skills
Fixed Annuities, Insurance, Retirement Planning, Life Insurance, Process Improvement, New Business Development, Management, Investments, Analysis, Training, Income for Life, Strategic Financial..., Mutual Funds, Health Insurance, Term Life Insurance, Underwriting, Disability Insurance, Relationship Management, Estate Planning, Annuity, Financial Planning, Long Term Care Insurance
Education
Indiana State University - School of Business 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Indiana University Bloomington 1990 — 1993
Bachelor of Arts (BA), English Language and Literature, General
Washington Township 1987 — 1989
Ash Brokerage September 2008 - Present
Education
Indiana University-Purdue University at Fort Wayne
Bachelor of Science (B.S.), Accounting
Wittenberg University
Accounting and Finance
Ash Brokerage July 2012 - Present
Ash Brokerage February 2010 - July 2012
Skills
Term Life Insurance, Microsoft Excel, Disability Insurance, Administrative..., Life Insurance, Long Term Care Insurance, Fixed Annuities, Application Processing, Medical Terminology, Medical Records, Medical Underwriting, Financial Planners, Brokers, Underwriting, Insurance, Financial Planning, Customer Service, Retirement, Retirement Planning
Education
Indiana University-Purdue University Fort Wayne (IPFW)
Bachelor of Science (BS), Accounting and Finance
Ash Brokerage October 2014 - Present
Ash Brokerage December 2002 - September 2014
National City Bank June 2000 - June 2002
Skills
Disability Insurance, Term Life Insurance, Insurance, Employee Benefits, Life Insurance, Retirement, Long-term Care, Whole Life, Fixed Annuities, Underwriting, Analysis, Retirement Planning, Management, Financial Advisory, 401k
Education
Indiana University-Purdue University at Fort Wayne 1996 — 2000
Bachelor of Science (BS), Finance, General
Ash Brokerage June 2013 - Present
Frontier Communications August 2012 - June 2013
Kaplan Test Prep March 2011 - July 2011
Cheeseburger Restaurants (Cheeseburger In Paradise) February 2010 - March 2011
Cook Medical May 2009 - August 2009
Skills
Marketing, Analysis, Customer Satisfaction, Leadership, Market Research, Sales, Customer Service, Social Media Marketing, CRM, Microsoft Office, Marketing Communications, Business Analysis, Team Building, Financial Reporting, Tutoring, Trend Analysis, Statistical Data..., Microsoft Exchange, Microsoft Excel, PowerPoint, Public Speaking, Finance, Disability Insurance
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Science (B.S.), Marketing
Ash Brokerage October 2002 - Present
Education
Indiana State University
Bachelor's Degree, Apparel and Textiles
Ash Brokerage June 2014 - Present
Ash Brokerage May 2013 - August 2013
Skills
Public Speaking, Leadership, Research, Editing, Insurance, Fixed Annuities, Indexed Annuities, Retirement Planning, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Highly personable, Strategic Planning, Negotiation, Customer Service, English, Windows, Outlook, Integrity, Reliability, Teamwork, Motivation, Social Skills, Highly Ambitious, Dependable Team Player, Humor, Caring
Education
DePauw University 2010 — 2014
Bachelor's Degree, History
Fort Wayne South Side High School 2007 — 2010
High School
Ash Brokerage April 2014 - Present
Beau Bradle State Farm Agency July 2012 - January 2014
Greater Bloomington Chamber of Commerce June 2011 - June 2012
Glendarin Hills Golf Club June 2008 - August 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Public Speaking, Social Media, English, Insurance, Marketing, Sales
Education
Indiana University Bloomington 2008 — 2012
Bachelors, Public Financial Management, Economics, Management
Indiana University Bloomington 2008 — 2012
Bachelor of Science (B.S.), Public Financial Management
Ash Brokerage August 2005 - Present
Skills
Financial Services, Disability Insurance, Strategic Financial..., Retirement, Underwriting, Life Insurance, Fixed Annuities, Relationship Management, Retirement Planning, Insurance, Sales, Long Term Care Insurance, Long-term Care
Education
Anderson University 1994 — 1999
Bachelor of Arts (B.A.), Business Management
Carmart LLC. January 2014 - Present
MJM Entertainment & Photography 1995 - Present
Ash Brokerage May 2013 - December 2013
Carisma Auto Group June 2009 - May 2013
Advanced Wireless Solutions December 2000 - June 2009
Metrocall Wireless January 1998 - December 2000
IKON Office Solutions August 1996 - December 1998
United States Air Force June 1986 - July 1996
Skills
Life Insurance, Annuity Sales, Long Term Care Insurance, Disability Insurance, Critical Illness, Relationship Management, New Business Development, Medical Underwriting, Negotiation, Long-term Care, Financial Advisory, Financial Planners, Fixed Annuities, Whole Life, Insurance, Event Planning, Event Management, Wedding DJ, Project Management, Promotions, Party Plan, Term Life Insurance, Marketing, Sales, Financial Planning
Education
Troy University 1989 — 1991
Bachelor's degree, Business Administration and Management, General
Community College of the Air Force 1986 — 1989
Associates Degree, Criminal Justice and Corrections
Ash Brokerage June 2014 - Present
Ash Brokerage 2011 - Present
Ash Brokerage 2009 - 2011
Skills
Term Life Insurance, Permanent Life Insurance, Irrevocable Life..., New Business Development, Process Improvement, Medical Underwriting, Relationship Management, Negotiation, Leadership, Management, Training, Analysis, Employee Benefits, Sales, Project Planning, Financial Services, Long Term Care Insurance
Education
Indiana University-Purdue University at Fort Wayne
Master of Business Administration (MBA), Business Administration and Management, General
University of St. Francis
Bachelor of Science (BS), Biology, General
Ash Brokerage April 1995 - Present
Education
Ball State University
Bachelor of Science (BS), Business Administration and Management, General
Ash Brokerage January 2013 - Present
Allen County Cardiology March 2012 - January 2013
Dental Consultants May 1997 - March 2010
Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Long-term Care, Term Life Insurance, Insurance, Whole Life, Universal Life
Education
Ross Medical Education Center-Fort Wayne 2008 — 2009
Certificate of Completion, Medical Billing and Coding
Northrop High School 1995 — 1999
High School, Dental Assisting/Assistant
Ash Brokerage June 2014 - Present
Ash Brokerage July 2012 - May 2014
Ash Brokerage September 2010 - June 2012
Skills
Disability Insurance, Insurance, Fixed Annuities, Term Life Insurance, Underwriting, Long-term Care, Indexed Annuities, Annuity Sales, Policy Analysis, Estate Planning, Financial Advisory, Variable Annuities, Life Insurance, Whole Life, Long Term Care Insurance, Retirement Planning, Series 6, Financial Planners, Mutual Funds, Financial Planning
Education
Ball State University
Bachelor of Science, Finance
Pyrotek Inc. April 2015 - Present
Ash Brokerage October 2010 - April 2015
Ash Brokerage June 2007 - October 2010
Gibraltar Packaging Group December 1997 - March 2006
Skills
Organizational Skills, Continuous Improvement, Customer Satisfaction, Case Managment, Management, Quality Assurance, Life Insurance, New Business Development, Underwriting, Medical Terminology, Risk Assessment, Analysis, Brokers, Sales, Risk Management, Financial Services, Case Management, Process Improvement, Strategic Financial...
Education
Indiana University-Purdue University at Fort Wayne
Bachelor of Science (BS), Business Management
Ash Brokerage September 2013 - Present
Ash Brokerage September 2009 - September 2013
DHL May 2000 - January 2009
Skills
Digital Imaging, Customer Service, Microsoft Office, Analysis, Document Imaging, Sales, Document Management, Insurance, Software Documentation, Illustrator, Data Quality Control, Life Insurance, Application Processing, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Term Life Insurance, Whole Life, Data Entry, Universal Life, New Business Development, Process Improvement, Outlook, Project Planning
Education
Indiana University-Purdue University at Fort Wayne 2003 — 2007
General Education
Ash Brokerage October 2006 - Present
Skills
Event Planning, Insurance, Public Speaking, Meeting Planning, Hospitality, Corporate Events, Audio Visual Support, Large Scale Events, Events, On-site Execution, Highly Detail Oriented, Life Insurance, Long Term Care Insurance, Fixed Annuities, Disability Insurance
Education
Indiana University-Purdue University at Fort Wayne 2006 — 2008
Master of Business Administration (MBA)
Indiana University-Purdue University at Fort Wayne 2002 — 2006
Bachelor of Science (B.S.), Marketing
Ash Brokerage November 2007 - Present
Meyreiss Independent Drummers November 2004 - Present
Blockbuster Video Midwest 2004 - 2007
Big Red Liquors 1997 - 2001
OfficeMax 1991 - 1993
Skills
Underwriting, Customer Service, Risk Assessment, Insurance, Life Insurance, Term Life Insurance, Illustration, Whole Life, Universal Life, Retail Category..., Negotiation, Financial Planners, Sales, Wealth Management, Management, Marketing, Analysis, Financial Planning
Education
Indiana University Bloomington 1995 — 1997
BA, Business
IPFW 1986 — 1993
AS, Business Management
Ash Brokerage March 2009 - Present
Skills
Insurance, Disability Insurance, Term Life Insurance, Long Term Care Insurance, Long-term Care, Fixed Annuities, Variable Annuities, Indexed Annuities, Underwriting, Financial Planners, Risk Management, Customer Service, Problem Solving, Coaching, Strategic Planning, New Business Development, Variable Life, Life Insurance, Universal Life, Retirement, Brokers, Financial Advisory, Strategic Financial..., Financial Services, Retirement Planning, 401k, Series 6, Estate Planning, Mutual Funds, Key Person Insurance, Series 63, Permanent Life Insurance, Life & Health Insurance..., Wealth Management, Critical Illness, Buy-sell Agreements, Licensed Life & Health..., Annuity Sales, Health Insurance, Licensed Life Insurance..., IRAs, 401k Rollovers, Wealth, Equity Indexed Annuities, Insurance Brokerage, Financial Planning
Education
Ball State University - College of Business 2004 — 2005
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Ferris State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The American College
Chartered Financial Consultant, Finance, General
Ash Brokerage March 2013 - Present
WealthVest Marketing May 2011 - February 2013
InSource Inc. April 2003 - April 2011
Jackson National Life January 1995 - March 2003
Education
Indiana University Bloomington
Bachelor's degree, General Studies
Ash Brokerage June 2015 - Present
Ash Brokerage January 2011 - May 2015
One Resource Group July 2005 - November 2010
Skills
Underwriting, Medical Terminology, Medical Underwriting, Risk Assessment, Term Life Insurance, Life Insurance, Permanent Life Insurance, Medical Conditions, Medical Records, Medical Review, Whole Life, Employee Benefits, Insurance, Brokers, Sales, Management, Customer Service, Disability Insurance, Financial Planning, Retirement Planning, Analysis, Retirement
Education
Ball State University 1997 — 2000
Ash Brokerage September 2012 - Present
Ash Brokerage September 2010 - September 2012
US Army May 2000 - June 2004
Skills
Life Insurance, Term Life Insurance, Medical Records, Relationship Management, Application Processing, Fixed Annuities, Long Term Care Insurance, Disability Insurance, Digital Imaging, Underwriting, Financial Planners, Long-term Care, Financial Advisory, Financial Services, Insurance
Education
Indiana Institute of Technology 2005 — 2009
Bachelor of Science (BS), Organizational Leadership
Ash Brokerage December 2012 - Present
Ash Brokerage December 2009 - January 2013
Orchard Ridge Country Club February 2007 - December 2007
Skills
Insurance, Life Insurance, Buy-sell Agreements, Buy-Sell, Retirement, Estate Planning, Key Person Insurance, Term Life Insurance, Permanent Life Insurance, Irrevocable Life..., Licensed Life & Health..., Licensed Life Insurance..., Underwriting, Retirement Planning, Disability Insurance, Long-term Care, Fixed Annuities, Universal Life, Whole Life, Long Term Care Insurance, Financial Planners, Health Insurance, Financial Advisory, 401k, Strategic Financial..., Variable Annuities, Financial Services
Education
Ball State University - College of Business 2003 — 2006
Bachelor of Science (B.S.), Business Marketing
Indiana University-Purdue University at Fort Wayne
Sequent Planning February 2014 - Present
Illuminate Financial Group February 2013 - February 2014
Senior Market Sales August 2012 - February 2013
Ash Brokerage November 2010 - July 2012
Ash Brokerage June 2008 - November 2010
Lublin, Poland; Bilboa, Spain; Chemnitz, Germany October 2004 - December 2006
Skills
Fixed Annuities, Long-term Care, Financial Advisory, Retirement Planning, Securities, Insurance, Employee Benefits, Disability Insurance, Sales, Series 7, Life Insurance, Financial Analysis, Financial Services, Asset Protection, Marketing, Term Life Insurance, Financial Planners, Strategic Financial..., Retirement, Long Term Care Insurance, Finance, 401k, Basketball
Education
California State University-Long Beach 2000 — 2004
Business Economics
Rockford Lutheran High School
Ash Brokerage July 2013 - Present
Ash Brokerage Corporation September 2007 - July 2013
American Home Mortgage January 2006 - August 2007
Waterfield Mortgage Company June 2004 - January 2006
Skills
Underwriting, Life Insurance, Insurance, Term Life Insurance, Fixed Annuities, Strategic Financial..., Disability Insurance, Retirement Planning, Retirement, Long-term Care, Risk Management, Brokers, Mortgage Lending, Series 6, Long Term Care Insurance, Whole Life, Universal Life, Permanent Life Insurance, Mortgage Banking, Key Person Insurance, Financial Planners, Financial Analysis, Financial Services, Customer Service
Education
Indiana University-Purdue University at Fort Wayne 2008 — 2011
Masters of Business Administration
Indiana Institute of Technology 1998 — 2001
Bachelors, Finance
Ash Brokerage March 2010 - Present
YMCA of Greater Fort Wayne April 2011 - Present
Liquidebt Systems Inc. March 2008 - March 2010
Skills
Disability Insurance, Insurance, Long Term Care Insurance, Sales, Fixed Annuities, Critical Illness, Financial Planners, Building Relationships, Sales Presentations, Life Insurance, Marketing, Business Owner Planning, Medical Underwriting, Analysis, Financial Advisory, Financial Planning, Retirement, Retirement Planning, Relationship Building
Education
Indiana University-Purdue University at Fort Wayne 2002 — 2007
Bachelors - Business, Marketing and Management
Ash Brokerage June 2014 - Present
Education
Indiana University—Purdue University Fort Wayne 2013 — 2015
Bachelor's degree, Information Technology
Indiana University—Purdue University Fort Wayne 2004 — 2008
Bachelor's degree, General Studies
Ash Brokerage March 2015 - Present
Ash Brokerage January 2009 - March 2015
Ash Brokerage January 2008 - December 2008
Ash Brokerage June 2007 - December 2007
Ash Brokerage June 2006 - June 2007
One Resource Group 2003 - 2006
New York Life Insurance Company 2002 - 2003
Skills
Disability Insurance, Fixed Annuities, Long Term Care Insurance, Underwriting, Life Insurnace, Life Insurance Case..., Relationship Management, Term Life Insurance, Financial Services, Long-term Care, Retirement, Insurance, Life Insurance, Retirement Planning, Financial Advisory, Universal Life, Whole Life
Education
Indiana University-Purdue University at Fort Wayne 1997 — 2002
Bachelor of Arts (BA), Liberal Arts and Sciences/Liberal Studies
Ash Brokerage March 2014 - Present
Lincoln Financial Group August 2012 - March 2014
Indiana University September 2008 - May 2012
Bankers Life and Casualty June 2011 - August 2011
American Campus Communities October 2010 - June 2011
Skills
Public Speaking, PowerPoint, Event Planning, Microsoft Excel, Customer Service, Microsoft Office, Access, Leadership, Data Analysis, Microsoft Word, Analysis, Fixed Annuities, Indexed Annuities
Education
Indiana University Bloomington 2008 — 2012
Bachelors, Public Financial Management
Sisk House August 2013 - Present
National Financial Partners January 2012 - September 2013
Ash Brokerage January 2011 - November 2011
National Financial Partners March 2010 - January 2011
AXA Advisors 2009 - 2010
Skills
Case Management, Event Planning, Microsoft Office, Social Media, Customer Relations, Editing, Financial Planning, Insurance, Outlook, PowerPoint, Photography, Life Insurance, Series 63, Series 6, Customer Service, Case Managment, Financial Planners, Term Life Insurance, Wealth
Education
Baylor University - Hankamer School of Business 2005 — 2009
BBA, Marketing
Ash Brokerage June 2011 - Present
Skills
Insurance, Life Insurance, Business Analysis, Strategic Financial..., Risk Management, Underwriting, Financial Services, Fixed Annuities, Business Requirements, Visio, Process Improvement, Mutual Funds, Management, Business Process, Retirement Planning, Customer Service
Education
Indiana University—Purdue University Fort Wayne 1991 — 1999
Bachelor’s Degree, Public and Environmental Affairs, Management Concentration
Mike Thomas Associates March 2013 - Present
Ash Brokerage January 2011 - August 2013
Northwestern Mutual June 2010 - January 2011
Ecash Inc. 2010 - June 2010
Skills
Insurance, Fixed Annuities, Disability Insurance, Life Insurance, Retirement Planning, Term Life Insurance, Long-term Care, Strategic Financial..., Long Term Care Insurance, Underwriting, Retirement, Estate Planning, Whole Life, Financial Advisory, Sales, Financial Planners, Universal Life
Education
Indiana University-Purdue University at Fort Wayne 1997 — 1999
Architectural Engineering
Indiana University—Purdue University Fort Wayne 1997 — 1999
Architecture
Ash Brokerage July 2009 - Present
Ash Brokerage May 2008 - July 2009
Education
Indiana University Bloomington 2004 — 2008
Bachelor's degree, Finance and English
Ash Brokerage June 2012 - Present
Anthony Wayne Services (AWS) January 2007 - May 2012
Skills
Contract Negotiation, Contract Management, Licensing, Licensed Life & Health..., Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Relationship Management, Analysis, Brokers, Financial Advisory, Health Insurance, Long-term Care, Retirement Planning, Sales, Term Life Insurance
Education
Ball State University 1998 — 2002
Bachelor of Science (BS), Psychology
Magna Electronics February 2012 - Present
Jabil December 2010 - December 2011
Jabil October 2007 - December 2010
Ash Brokerage May 2005 - August 2005
Skills
Quality Assurance, Supply Chain..., Customer Focus, Cost Reduction Projects, Vendor Managed Inventory, SAP, Visio, SPSS, Continuous Improvement, Lean Initiatives, Microsoft Office, Project Planning, Quoting, Pricing Negotiation, Inventory Management, Purchasing, Vendor Management, Microsoft Project, SmartSheet, Cost Reduction, MRP, Low Cost Country..., Components, APQP, PPAP, Supplier Negotiation, Automotive, Global Sourcing, Cost Accounting, Lean Manufacturing, MS Project, Manufacturing, Pricing, Pricing Strategy, Supplier Quality, Supply Chain, Supply Management
Education
Wayne State University 2009 — 2012
MBA, Business Administration
Central Michigan University 2003 — 2007
Bachelor of Science in Business Administration, Logistics Management and Marketing
TRANSWORKS March 2015 - Present
Ash Brokerage August 2013 - February 2015
Ash Brokerage April 2011 - August 2013
D.R. Financial Group August 2009 - April 2011
Salin Bank & Trust September 2007 - July 2009
Skills
Fixed Annuities, Strategic Financial..., Disability Insurance, Long-term Care, Insurance, Retirement Planning, Underwriting, Strategic Planning, Estate Planning, Retirement, Risk Management, Sales Management, Series 7, Sales, Financial Advisory, Financial Services, Financial Planners, Series 63, Investments, Leadership, Long Term Care Insurance, Life Insurance
Education
Indiana University-Purdue University at Fort Wayne 2011 — 2013
Masters, Masters of Business Administration
Indiana University - Kelley School of Business 2003 — 2007
Bachelors, Business Management
Ash Brokerage January 2012 - Present
Ash Brokerage October 2003 - December 2011
LaBov & Beyond November 2000 - October 2003
Prudential Insurance 1997 - 1998
Skills
Insurance, Life Insurance, Underwriting, Fixed Annuities, Term Life Insurance, Disability Insurance, Retirement Planning, Account Management, Relationship Management, Brokers, Retirement, Marketing Strategy, Sales, Customer Service, Whole Life, Universal Life, New Business Development, Strategic Planning, Financial Planning, Financial Advisory, Series 63, Long Term Care Insurance, Long-term Care, Employee Benefits, Marketing, Team Building, Financial Services, Estate Planning, Health Insurance, Wealth Management, Risk Management
Education
Indiana University Bloomington 1994 — 1997
BGS, Business, Marketing, General Studies
Indiana University-Purdue University at Fort Wayne 1992 — 1994
Associate Degree, Dental Lab Technology
The Cincinnati Life Insurance Company January 2014 - Present
Farmers Insurance Group of Companies April 2011 - August 2013
Ash Brokerage September 2008 - May 2011
Education
Western Maryland College
M.S., Education
Indiana University School of Law—Bloomington
Wabash College 1982 — 1986
Bachelor of Arts (B.A.)
Atlantic Insurance Brokerage July 2015 - Present
Underwriting Services of America February 2015 - July 2015
Table Bay Financial Network, Inc. March 2014 - July 2014
Ash Brokerage September 2010 - February 2014
The Bollinger Group January 2004 - September 2010
Skills
Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Term Life Insurance, Underwriting, Long-term Care, Brokers, Retirement, Universal Life, Retirement Planning, Whole Life, Estate Planning, Financial Advisory, Health Insurance, Financial Planners, Critical Illness, 401k, Permanent Life Insurance, Variable Annuities, Long Term Care Insurance
Education
East Carolina University 1981 — 1985
Bachelor of Science (BS), Economics
East Carolina University
BS
Ash Brokerage August 2010 - Present
Lincoln FInancial Group January 2009 - August 2010
Lincoln Financial Group November 2006 - December 2008
Lincoln Financial Group January 2003 - November 2006
Lincoln Financial Group January 2002 - December 2003
Lincoln Financial Group February 2000 - January 2002
Skills
Fixed Annuities, Insurance, Process Improvement, Mutual Funds, Business Analysis, Financial Services, Call Centers, Process Automation, Risk Management, Retirement, Disability Insurance, Investments, Call Center, SQL, Strategic Financial..., SSRS, Streamlining Operations, Software Analysis, Software Development, Software Project..., Business Intelligence, SSIS, Life Insurance, Management, Financial Planning, Term Life Insurance, Retirement Planning
Education
Indiana Institute of Technology 2004 — 2007
Master of Business Administration (MBA), Human Resources, Management Information Systems
Indiana Institute of Technology 2001 — 2004
Bachelor of Science in Business Administration (BSBA), Business Administration, Management and Operations
Indiana University—Purdue University Fort Wayne 1995 — 2000
AS OLS, Organizational Leadership and Supervision
Ash Brokerage February 2011 - Present
Indiana University-Purdue University Fort Wayne May 2007 - February 2011
STAR Financial Bank 2004 - 2006
Mutual Federal Savings Bank 2001 - 2003
Colonial Bank 1995 - 2000
Skills
Strategic Planning, Event Planning, Marketing Communications, Marketing Strategy, Advertising, Social Media Marketing, Customer Service, Social Media, Public Speaking, Copywriting, Public Relations, New Business Development, Brand Development, Marketing Research, Online Marketing, Web Design, Corporate Communications, Graphic Design, Management, CRM, Social Networking, Email Marketing, Direct Marketing, Marketing, Strategy, Product Marketing, Digital Marketing, Sales, Marketing Management, Account Management, Business Planning, Market Planning, Integrated Marketing, Leadership, Online Advertising, Sales Management, Entrepreneurship, Business Development, Market Research, Customer Retention, Budgets, Trade Shows, Small Business, Fixed Annuities, Team Building, Long Term Care Insurance, Term Life Insurance, Long-term Care, Disability Insurance
Education
Indiana University Bloomington 1992 — 1994
Bachelor's degree, Journalism
Ferguson High School 1959 — 1961
University of Colorado at Boulder
School of Bank Marketing & Management, Marketing/Marketing Management, General
Ash Brokerage 2009 - Present
Rotary International January 2011 - Present
Alfa Romeo Owners Club of Southwest Florida January 2011 - Present
Risk Appraisal Forum 1990 - Present
It's A Wonderful Life, Rotary Production Company November 2013 - February 2014
NAILBA (National Association of Independant Life Brokerage Agencies January 2009 - January 2012
Life Plans Unlimited / GBS January 1978 - May 2009
Security Connecticut Life August 1970 - January 1978
US Navy June 1965 - August 1968
Skills
Fixed Annuities, Disability Insurance, Long-term Care, Brokers, Retirement Planning, Investments, Life Insurance, Long Term Care Insurance, Financial Planners, Insurance, Retirement, Whole Life, Critical Illness, Term Life Insurance, Estate Planning, Universal Life, Underwriting, 401k, Strategic Financial..., Wealth, Wealth Management, Financial Advisory, Health Insurance, Mutual Funds, IRAs, Employee Benefits, Series 7, Series 63, Series 6, High Net Worth..., Wealth Accumulation, Small Business, 401k Rollovers, Property & Casualty..., Wealth Management..., Workers Compensation, Financial Planning
Education
Central Connecticut State University 1970 — 1976
Bachelor’s Degree, Business Administration and Finance
Principal Financial Group October 2012 - Present
Independent Wealth Advisors LLC September 2006 - September 2012
Colortyme 1992 - 2010
Ash Brokerage January 2002 - July 2007
Lincoln Financial Group March 1995 - January 2002
Skills
Series 6,7,63, 65, 66..., Business Continuation..., Buy-Sell Agreements, Charitable Giving, Wealth Accumulation, Executive Benefits...
Education
Case Western Reserve University 1966 — 1970
Electrical and Electronics Engineering
University of South Carolina School of Law September 2014 - Present
Artist - Lisa Schwaberow April 2010 - Present
ADOTCO 1979 - September 2014
Palmetto Health December 2012 - May 2014
FEMA - Center for Domestic Preparedness April 2011 - December 2012
EDS/Hewlett Packard on Contract to General Motors June 2007 - January 2009
Ash Brokerage 2005 - 2006
Skills
Illustrator, InDesign, Photoshop, Logo Design, Flash, Premiere, Video Editing, After Effects, Corporate Branding, Corel Draw, Joomla, Blogger, Wordpress, Digital Illustration, Vector Illustration, PSD to Wordpress, WordPress, Illustration, Image Manipulation, Multimedia, Graphic Design, Web Design, Art Direction, Advertising, Interaction Design, Storyboarding, Adobe Creative Suite, Graphics, Final Cut Pro, Art, Concept Design, Social Media, Video, Posters, Video Production, Layout, Brochures, User Interface Design, Photography, Typography
Education
Indiana University-Purdue University at Fort Wayne 1983 — 2007
BFA, Computer Art & Design
Ash Brokerage May 2013 - Present
J.D. Tech Repair January 2013 - Present
Dream Makers Automotive 2013 - 2014
Skills
PowerPoint, Microsoft Word, Microsoft Excel, Outlook, Troubleshooting, iOS, Windows, OS X, Computer Hardware, Mac, Microsoft Office, Windows 7, Analysis, Insurance, Sales, Disability Insurance, Life Insurance, Customer Service
Education
Indiana University—Purdue University Fort Wayne 2015 — 2019
Bachelor's Degree, Information Technology, Freshman
Eastside High School 2011 — 2015
High School
Ash Brokerage July 2007 - Present
Principal Financial Group May 1999 - July 2007
BISYS Insurance Services May 1994 - May 1999
Skills
Life Insurance, Estate Planning, Succession Planning, Deferred Compensation, Charitable Gift Planning, Multi-generational..., Long Term Care Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Buy Sell Agreements, Business Succession, Advanced Sales
Education
Widener University School of Law 1998 — 2002
Doctor of Law (J.D.), Law
Indiana University of Pennsylvania 1986 — 1990
Bachelor of Science (B.S.), Finance and Economics
Ash Brokerage January 2002 - Present
Skills
Brokers, Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Term Life Insurance, Underwriting, Long-term Care, Sales Management, Universal Life, New Business Development, Account Management, Retirement, Long Term Care Insurance, Financial Planners, Business Planning, Sales, Team Building, Whole Life, Marketing, Retirement Planning, Small Business, Estate Planning, Financial Advisory, 401k, Insurance Planning
Education
Grand Valley State University
Bachelor of Science (BS), Psychology & Public Administration
Ash Brokerage July 2013 - Present
Lincoln Financial Group July 2011 - July 2013
MC Sports November 2006 - July 2011
Skills
Sales, Marketing, Time Management, Retail, Customer Satisfaction, Customer Service, Inventory Management, Management, Life Insurance, Leadership, Merchandising, Sales Management, Team Leadership, Account Management, Team Building, Term Life Insurance, Building Relationships, Disability Insurance, Long Term Care Insurance, Fixed Annuities
Education
Indiana University Bloomington 2006 — 2011
Bachelor's degree, Business Administration and Management, General
Ball State University 2006 — 2007
Lutheran Health Network Dupont Hospital January 2015 - Present
Lutheran Health Network February 2012 - December 2014
Lincoln Financial Group June 2011 - February 2012
Ash Brokerage July 2010 - June 2011
Fort Wayne Fever 2008 - 2011
MonaVie 2008 - 2008
Lincoln Financial Group 1999 - 2003
GE November 1997 - January 1999
Ford Motor Company April 1996 - November 1997
Skills
Project Management, Problem Solving, Business Requirements, Business Analysis, Vendor Management, Six Sigma, Access, Business Objects, Insurance, Health care software, Business Intelligence, IT Strategy, SDLC, Strategic Planning, Analysis, Software Project..., Project Planning, Software Development, Project Delivery, Healthcare Information..., Integration, Information Technology, IT Management, Active Directory, Management, Visio, Troubleshooting, Process Improvement, Software Documentation, SharePoint, Requirements Gathering, MS Project, Requirements Analysis, Business Process, PMP, Project Portfolio..., Program Management, PMO, Leadership, Business Process..., Software Implementation, Quality Assurance, Change Management, Disaster Recovery, Resource Management, CRM, User Acceptance Testing, Team Leadership, Security, Databases
Education
Indiana University - Kelley School of Business 1992 — 1996
Bachelor of Science (B.S.), Business Computer Information Systems
Bishop Dwenger High School 1988 — 1992
General
University of Saint Francis
Master of Business Administration (M.B.A.)
St. Charles
General
Phillips Financial April 2010 - August 2015
Banking Industry May 2006 - April 2010
MassMutual Financial Group January 2004 - May 2006
Ash Brokerage 2002 - 2004
Education
Ball State University - College of Business 1998 — 2002
B.S. in Finance, Personal Financial Management
Ash Brokerage June 2013 - Present
Ash Brokerage January 2011 - June 2013
Ash Brokerage November 2009 - January 2011
Aetna August 2008 - October 2009
Lincoln Financial Group July 2007 - May 2008
Lincoln Financial Group July 2006 - July 2007
Skills
Underwriting, Life Insurance, Fixed Annuities, Risk Management, Strategic Financial..., Employee Benefits, Process Improvement, Term Life Insurance, Retirement Planning, Analysis, Universal Life, Financial Services, Mutual Funds, Whole Life, Policy Review, Auditing, Buy-sell Agreements, Retirement, Health Insurance, Financial Planners, Disability Insurance, Long Term Care Insurance, Long-term Care, Brokers, Sales, Insurance, Customer Service
Education
Indiana Institute of Technology 2010 — 2014
Master of Business Administration (M.B.A.), Business Management
Huntington College 2002 — 2006
B.S., Business Management
Homestead High School 1999 — 2002
Ash Brokerage September 2008 - Present
Financial Network February 2003 - September 2008
Skills
Disability Insurance, Long-term Care, Fixed Annuities, Retirement, Strategic Financial..., Life Insurance, Estate Planning, Retirement Planning, Buy-sell Agreements, Key Person Insurance, Permanent Life Insurance, Irrevocable Life..., Risk Management, Business Planning, Variable Annuities, Financial Advisory, Whole Life, Financial Planners, Universal Life, Insurance, Term Life Insurance, Long Term Care Insurance, 401k, Mutual Funds, Health Insurance, Series 6, Series 63, Financial Planning
Education
Indiana Wesleyan University 2007 — 2009
Masters of Business Administration (MBA)
Indiana University Bloomington 1992 — 1996
B.A., History / Political Science
The American College 2011 — 2013
Chartered Life Underwriter (CLU), Insurance / Finance
Ash Brokerage August 2014 - Present
Skills
Real Estate Financing, Mortgage Marketing, Banking Relationships, Banking, Financial Transactions, Consumer Lending, Relationship Management, HUD, Referrals, Credit, Underwriting, Loan Servicing, Commercial Mortgages, Credit Analysis
Education
Indiana Purdue Fort Wayne 1987 — 1996
Master of Business Administration (M.B.A.)
Indiana University—Purdue University Fort Wayne 1987 — 1996
MBA, Accounting and Business
Ash Brokerage July 2012 - Present
FSA August 2011 - October 2012
Senior Life May 2011 - August 2011
MIE Financial June 2008 - January 2011
Hantz Financial 2006 - 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Life Insurance, Customer Service, Estate Planning, Term Life Insurance, Brokers, Underwriting, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Charitable Gift Planning, Key Person Insurance, Disability Insurance, Long Term Care Insurance, Negotiation, Permanent Life Insurance, Insurance, Universal Life, Long-term Care, Financial Planners, Financial Advisory, Retirement, Financial Services, Retirement Planning, Variable Annuities, Series 6, Health Insurance, Critical Illness, Series 63, 401k, Insurance Brokerage, Whole Life, Employee Benefits, Mutual Funds, Licensed Life & Health..., Buy-sell Agreements, IRAs, Strategic Financial..., Wealth Management, Property & Casualty..., Wealth, 401k Rollovers, Relationship Management, Roth IRA, High Net Worth..., Financial Planning
Education
Eastern Michigan University 2003 — 2007
Bachelor's degree, Communication
Oakland Community College 2010 — 2011
Associate's degree, EMT/ FireFighter Academy
Ash Brokerage January 2001 - Present
Skills
Term Life Insurance, Life Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Broker-Dealer Compliance, Commission, Application Processing, Continuing Education, FINRA, Insurance, Long-term Care, Retirement, Series 6, Retirement Planning, Brokers, Whole Life, Variable Annuities, Series 63
Education
Ball State University
Associate's degree, Business Administration and Management, General
Ash Brokerage 2007 - Present
Superior Essex 1998 - 2006
Superior Essex 1990 - 1998
Skills
Microsoft Word, Microsoft Excel, Active Directory, Windows, Customer Service, Outlook, Salesforce.com, SmartOffice, Polycom Video..., Computer Hardware, IT Hardware Support, Multifunction Devices, Workstations, Help Desk Support, Windows 7, Microsoft Office, Troubleshooting, System Administration
Education
Indiana University-Purdue University at Fort Wayne
General Studies
Ivy Tech Community College
Information Technology
Ash Brokerage December 2010 - Present
Ash Brokerage December 2010 - February 2014
Kodiak Enterprises January 2003 - December 2010
Skills
Term Life Insurance, Disability Insurance, Life Insurance, Underwriting, Insurance, New Business Development, Long Term Care Insurance, Fixed Annuities, Succession Planning, Application Processing, Medical Terminology, Medical Underwriting, Financial Planners, Brokers, Critical Illness
Education
Indiana University-Purdue University at Fort Wayne
Associate's degree, General Studies
Ash Brokerage July 2013 - Present
Ash Brokerage March 2010 - July 2013
Skills
Fixed Annuities, Insurance, Retirement Planning, Life Insurance, Indexed Annuities, Variable Annuities, Finance, Investments, Financial Advisory, Financial Services, Strategic Financial..., Disability Insurance, Employee Benefits, Term Life Insurance, Financial Planning, Sales, Long-term Care, Underwriting
Education
Indiana University Bloomington
B.A., Economics
Purdue University
Accounting
Ash Brokerage May 2010 - Present
Driesbach Financial Group May 2005 - May 2010
Education
Indiana University - Kelley School of Business 1995 — 2000
Bachelor of Science (BS), Marketing/Marketing Management, General
Ash Brokerage January 2015 - Present
YMCA of Greater Fort Wayne May 2013 - January 2015
Towne House Retirement Center May 2009 - August 2011
Skills
Vital Signs, Time Management, Disability Insurance, Insurance, Sales, Critical Illness, Financial Planning, Building Relationships, Marketing, Business Owner Planning, Medical Underwriting, Analysis, Long Term Care Insurance, Fixed Annuities, Indexed Annuities, Life Insurance, Term Life Insurance
Education
Indiana University—Purdue University Fort Wayne 2009 — 2014
Health/Health Care Administration/Management
Indiana University-Purdue University at Fort Wayne 2008 — 2014
Bachelor's degree, Public Policy/ Health Administration
MarketShare Financial May 2014 - Present
Ash Brokerage March 2001 - May 2014
New York Life Insurance Company June 1998 - March 2001
Skills
Term Life Insurance, Fixed Annuities, Life Insurance, Insurance, Disability Insurance, Retirement, Universal Life, Whole Life, Long-term Care, Long Term Care Insurance, Retirement Planning, Series 6, Strategic Financial..., Building Relationships, Underwriting, Case Design, Estate Planning, Financial Planners, Permanent Life Insurance
Education
Ball State University 1994 — 1998
Finance
Ash Brokerage May 2015 - Present
Lincoln Financial Group May 2013 - May 2015
STAR Financial Bank 2011 - April 2013
Skills
Life Insurance, Relationship Development, Long-term Care, Retirement Planning, Financial Analysis, Term Life Insurance, Wholesale Operations, Indexed Annuities, Health Insurance, Disability Insurance, Umbrella Insurance, Long Term Care Insurance, Retirement, Small Business..., Fixed Annuities, Annuity Sales, Equity Indexed Annuities, Charitable Gift..., Financial Planning, Financial Services, Sales Management, Relationship Management, Relationship Building, Business Relationship..., Financial Advisory, Banking
Education
Indiana University—Purdue University Fort Wayne 2009 — 2013
Bachelor of Arts (B.A.), Organizational Leadership
Ash Brokerage April 2015 - Present
Ear, Nose, and Throat Associates November 2012 - April 2015
Ronald N. Kent, M.D. August 2011 - November 2012
Parkview Physicians' Group September 2010 - May 2011
Indiana Medical Associates June 2008 - September 2010
Blake Aesthetics 2007 - 2009
Skills
Life Insurance, Application Processing, Medical Assisting, Medical Records, Appointment Scheduling, Medical Terminology, Medical Transcription, Document Management, Carrier Relationship..., Dental Assisting, Analysis, Relationship Management, Data Entry, Insurance, Whole Life, Term Life Insurance, Long Term Care Insurance, Financial Analysis, Financial Advisory, Universal Life, Fixed Annuities, Equity Indexed Annuities, Charitable Gift..., CPR Certified
Education
Indiana University-Purdue University at Fort Wayne 2004 — 2007
Certificate, Dental Assisting
Ash Brokerage February 2011 - Present
New York Life Insurance Company January 2004 - April 2010
New York Life Insurance Company October 1999 - January 2004
Skills
Insurance, Long-term Care, Fixed Annuities, Retirement Planning, Life Insurance, Disability Insurance, Sales, Leadership, Health Insurance, Term Life Insurance, Retirement, Series 6, Employee Benefits, Marketing, Public Speaking, Strategy, Long Term Care Insurance, Strategic Planning, Recruiting, Customer Retention, Training, Investments, Sales Analysis, Medicare, CLU, Motivational Speaking, Employee Training, Decision Making, Governmental Policies
Education
Hanover College 1982 — 1986
Bachelor of Arts, Economics and Business Administration
American College, Chartered Life Underwriter 1989 — 1992
CLU, Chartered Life Underwriter
OneAmerica Financial Partners Inc. March 2015 - Present
OneAmerica Financial Partners Inc. October 2014 - March 2015
One Resource Group 2010 - October 2014
Jackson 2006 - 2010
Ash Brokerage 2005 - 2006
MassMutual Financial Group 1999 - 2005
Skills
Business Operations, Sales, Management, Marketing, Negotiation, Sales Management, Strategic Planning, Team Leadership, Training, Marketing Strategy, Market Research, Coaching, Business Strategy, Leadership, Entrepreneurship, New Business Development, Sales Operations, Strategy, Public Speaking, Leadership Development, Budgets, Contract Negotiation, Customer Retention, B2B, Recruiting, Business Development, Time Management, Team Building, Strategic-thinking..., Excellent organization..., Develops..., Cultivates and supports..., Expert in Strategic..., Highly-energized..., Revitalized..., Managed..., Possesses consummate..., Developed and..., Functions extremely..., Sales Presentations, Cold Calling, Income Statement, Selling, Forecasting, Sales Process, Small Business, Strategic Partnerships, Business Planning, Direct Sales
Education
Indiana University Bloomington 1986 — 1990
BS
South Side High School 1983 — 1986
High School, High School
FINRA Registered Representative
Ash Brokerage May 2015 - Present
Texas A&M University-Kingsville 2014 - February 2015
Guardian Industries June 2014 - August 2014
Raymar Homes June 2013 - August 2013
Skills
Life Insurance, Disability Insurance, Customer Service, Long Term Care Insurance, Annuity Sales, Financial Reporting, Term Life Insurance, Microsoft Office, Financial Advisory, Long-term Care, Microsoft Excel, Commercial Insurance, Disability Management, PowerPoint, Indexed Annuities, Equity Indexed Annuities, Coaching, Fixed Annuities, Public Speaking, Microsoft Word, Social Media, Research, Teamwork, English, Team Leadership, Leadership, Event Planning, Time Management, Management, Sales
Education
Grand Valley State University 2010 — 2014
Bachelor’s Degree, Sports Management / Business Minor, 3.0
Ash Brokerage June 2013 - Present
Project Design & Piping, Inc May 2012 - January 2013
Bleacher Report August 2012 - December 2012
Little Caesars June 2010 - July 2012
University of Minnesota March 2012 - March 2012
Skills
Time Management, Social Networking, Editing, Teamwork, Microsoft Publisher, Event Planning, Social Media Marketing, Coaching, Leadership Development, Public Speaking, Customer Service, Company Newsletters, Communications Audits, Communication Skills, Contract Management, Relationship Management, License Management, Address Verification, Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities, PowerPoint
Education
University of Minnesota-Crookston 2010 — 2013
Bachelor of Science (BS), Communication
Indiana University-Purdue University at Fort Wayne 2009 — 2010
Ash Brokerage June 2012 - Present
Skills
Life Insurance, Time Management, Administration, Recruiting, Training, Team Building, Disability Insurance, Employee Benefits, Underwriting, Customer Service, Retirement Planning
Education
Eastern Michigan University 2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Psychology/Communications
Schoolcraft College 2009 — 2011
Associate's degree, Science
Ash Brokerage October 2009 - Present
Martin Goldstine Knapke January 2006 - February 2008
City of South Bend May 2004 - May 2005
Skills
Insurance, Long Term Care Insurance, Life Insurance, Retirement, Fixed Annuities, Disability Insurance, Underwriting, Term Life Insurance, Customer Service, Brokers, Strategic Financial..., Long-term Care, Retirement Planning, Estate Planning, Financial Advisory, Financial Planning, Health Insurance
Education
Indiana University South Bend
Paralegal, Law
Ash Brokerage August 2012 - Present
Oyer Art and Design 1996 - 2014
Fort Wayne Printing Company, Inc. November 2001 - August 2012
Renaissance Publishing Company July 1996 - April 2001
Skills
Adobe Creative Suite, Photography, Advertising, Illustrator, Copywriting, Logo Design, InDesign, Photoshop, Graphics, Graphic Design, HTML, Social Media Marketing, Illustration, Sales, Social Media, Insurance, Marketing, Marketing Communications, Microsoft Office, Web Design, Customer Service, PowerPoint, Digital Imaging, Analysis, Outlook, Event Planning
Education
Indiana University-Purdue University at Fort Wayne 1990 — 1995
Bachelor of Fine Arts (B.F.A.), Graphic Design
Sogeti September 2013 - Present
Bradford Scott Data Corporation January 2009 - September 2013
Medtech January 2011 - April 2013
Ash Brokerage April 2008 - December 2008
Verizon Corporation March 2006 - March 2008
Skills
Project Management, Software Project..., Microsoft Excel, Data Analysis, Resume Writing, Teaching Adults, Banking, Cute Ftp, Six Sigma, Software Deployment, Progress 4GL, Software Documentation, Software Solutions, Software Industry, Screening Resumes, Windows Scripting, SAP, Computer Software..., SQL, Linux, Linux scripting, Technical Data Analysis, Java, HTML5, CSS, Oracle SQL Developer, Dreamweaver, Microsoft Project, JavaScript
Education
Indiana University-Purdue University at Fort Wayne 2010 — 2013
Master of Business Administration (MBA), 3.9/4.0
Ball State University 2002 — 2005
Psychology and Criminal Justice, 3.6/4.0
Ash Brokerage June 2011 - Present
B-Relevant Marketing Solutions July 2010 - June 2011
Evans Garment Restoration December 2008 - June 2010
CRDN of Northern Indiana 2007 - 2008
Skills
Insurance, Sales Management, New Business Development, Account Management, Team Building, Sales, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Relationship Management, Marketing, Term Life Insurance, Life Insurance, Sales Operations, Cold Calling, Analysis, Customer Service, B2B, Long-term Care, Whole Life, Budgets, Building Relationships, Small Business, Financial Planners, Health Insurance, Retirement, Brokers, Financial Services, Employee Benefits, Financial Advisory, Retirement Planning, Underwriting, Critical Illness, Customer Retention, Strategic Financial..., Property & Casualty..., Estate Planning, Universal Life, Sales Presentations, Financial Planning
Education
Ball State University
Secondary Education
A-Z Wire & Cable August 2014 - Present
Ash Brokerage June 2012 - Present
Cole Wire & Cable Inc September 2012 - March 2014
The Heartland Group April 2010 - June 2012
S. Garber Furs May 2008 - April 2010
Freelance Journalist 2003 - 2004
Skills
Business Networking, New Business Development, Sales, Strategic Financial..., Series 7, Detailed Organization, Account Management, Stock Management, Mutual Funds, Series 63, Selling, Finance
Education
Arizona State University
Public Relations, Mass Communication, Business
Ash Brokerage July 2014 - Present
Powering Athletics December 2013 - July 2014
Mutton Power Equipment March 2011 - December 2013
Three Rivers Festival June 2013 - August 2013
Indiana University - Purdue University Fort Wayne (IPFW) October 2012 - October 2012
Hendrickson June 2012 - August 2012
Skills
Social Media, Marketing, Online Marketing, Advertising, Facebook, Email Marketing, Blogging, SEO, Google Adwords, E-commerce, Affiliate Marketing, Social Media Marketing, Photoshop, Customer Service, Web Design, PPC, Online Advertising, Graphic Design, Online Advertisements, video editing, Link Building, Microsoft Office
Education
Indiana University-Purdue University at Fort Wayne 2011 — 2014
Bachelor of Science (B.S.), Marketing
Ball State University 2010 — 2010
General Studies
Ash Brokerage January 2014 - Present
Carmel 5k for Haiti July 2008 - Present
Ash Brokerage April 2005 - December 2013
John Hancock July 1999 - April 2005
Skills
Insurance, Estate Planning, Retirement Planning, Term Life Insurance, Life Insurance, Strategic Financial..., Retirement, Fiduciary Services, High Net Worth Insurance, High Net Worth..., Risk Management, Financial Advisory, Financial Planners, Whole Life, Disability Insurance, Long Term Care Insurance, Key Person Insurance, Universal Life, Permanent Life Insurance, Wealth Management, Series 6, Wealth, Buy-sell Agreements
Education
Ball State University 1994 — 1999
BS, Finance
Ball State University - College of Business 1994 — 1999
Ash Brokerage February 2008 - Present
Fort Wayne Philharmonic September 2007 - February 2008
STAR Financial Bank May 1994 - March 2007
Skills
Graphics, Graphic Presentations, Graphic Design, Macintosh Applications, Macintosh hardware, PowerPoint, Adobe, Prezi, Photoshop, InDesign, Illustrator, Digital Printing, Microsoft Office, Adobe Creative Suite, Illustration, Advertising, Insurance, Sales, Copywriting, Social Media
Education
Ball State University 1990 — 1994
Bachelor of Science (BS), Communication, Journalism, and Related Programs
Ash Brokerage March 2013 - Present
Highland Capital Brokerage September 2010 - March 2013
Indiana Advisory Group, LLC April 2002 - December 2010
Insource November 2007 - August 2010
Jackson National Life January 1995 - April 2002
Lincoln Financial Group June 1991 - December 1994
Bank One June 1987 - May 1991
Skills
Fixed Annuities, Insurance, Retirement Planning, Retirement, Life Insurance, Financial Planners, Financial Advisory, Term Life Insurance, Long Term Care Insurance, Estate Planning, Long-term Care, Disability Insurance, Wealth Management, Strategic Planning, Mutual Funds, Whole Life, Indexed Annuities, Series 63, Underwriting, IRAs, Sales Management, Series 6, Income Annuities, Pension Terminations
Education
Indiana University - Kelley School of Business 1984 — 1987
Bachelor's degree, Economics and Public Policy
Ash Brokerage September 2004 - Present
Guardian July 1984 - September 2004
Connecticut General Life August 1978 - July 1984
Burroughs Corp. October 1973 - September 1978
Institute of Living September 1971 - October 1973
Travelers August 1969 - September 1971
Skills
Disability Insurance, Annuities, Long Term Care, Insurance Planning, Term Life Insurance, Estate Planning, Financial Planning, Whole Life, Retirement Planning, Strategic Financial..., Long-term Care, Insurance, Brokers, Fixed Annuities, Financial Advisory, Financial Services, Retirement, Financial Planners, Life Insurance
Education
CCSC 1972 — 1973
Dartmouth College 1965 — 1969
Bachelor's degree, English Language and Literature/Letters
Ash Brokerage August 2007 - Present
American Home Mortgage 2007 - 2007
Skills
Life Insurance, Insurance, Case Management, Health Insurance, Underwriting, Fixed Annuities, Financial Planning, Workers Compensation, Brokers, Retirement, Term Life Insurance, Retirement Planning
Education
Indiana University—Purdue University Fort Wayne 1992 — 2000
Ash Brokerage November 2007 - Present
AXA Equitable 2006 - 2007
US Financial 2002 - 2007
Skills
Life Insurance, Insurance, Term Life Insurance, Brokers, Underwriting, Sales, Illustration, Financial Services, New Business Development, Financial Risk, Estate Planning, Long Term Care Insurance, Relationship Management, Financial Planners
Education
Georgetown College 1998 — 2002
BA, Business Administration/Marketing
Ash Brokerage March 2011 - Present
Lincoln Financial Group July 2004 - March 2011
Lincoln Financial Group January 2002 - July 2004
Lincoln Financial Group January 2000 - 2002
Skills
Maintaining Strong..., Customer Service..., Quality Performance &..., Staff Recruiting, Staff Development, Crisis Management, Problem Solving, Performance Metrics, Operational Improvement, Program Management, Strategic Planning, Technology Solutions, Platform Integration, Variable Annuities, Fixed Annuities, Indexed Annuities, Long Term Care Insurance, Disability Insurance, Life Insurance, Operational Efficiency, Insurance, Recruiting, Underwriting, Analysis, Retirement, Term Life Insurance, Training, Risk Management, 401k, Process Improvement, Series 6, Customer Service, Long-term Care, Management, Brokers, Investments, Retirement Planning, Sales, Leadership
Education
Bowling Green State University 1992 — 1996
Bachelor of Science (B.S.), Speech-Language Pathology/Pathologist
Ash Brokerage June 2010 - Present
Ash Brokerage Corporation September 2007 - June 2010
Education
Indiana University—Purdue University Fort Wayne 2007 — 2009
MBA, Masters of Business Administration
Indiana Institute of Technology 1997 — 2001
Prudential Financial February 2014 - Present
Ash Brokerage September 2012 - January 2014
Prudential Insurance June 1994 - May 2012
Prudential Financial January 1998 - January 2001
Skills
Fixed Annuities, Long-term Care, Recruiting, New Business Development, Strategies, Long Term Care Insurance, Disability Insurance, Insurance, Life Insurance, Building Relationships, Employee Benefits, Brokers, Sales, Health Insurance, Term Life Insurance, Marketing, Retirement, Small Business, Sales Management, Marketing Strategy, Management, Underwriting, Universal Life, Financial Planners, Financial Services, 401k, Whole Life, Critical Illness, Series 6, Financial Advisory, IRAs, Variable Annuities, Retirement Planning, Medicare, Health Savings Accounts, Estate Planning, Series 63, Group Insurance, Wealth, Financial Planning
Education
Montclair State University 1980 — 1983
Master of Arts, Psychology
Fairleigh Dickinson University
Bachelor of Arts, Psychology
SAS August 2012 - Present
Oracle September 2008 - July 2012
Ash Brokerage July 2005 - April 2008
IBM Global Business Services May 1998 - June 2005
Education
Ferris State University 1984 — 1989
Bachelor of Science (B.S.), Computer Information System
Ash Brokerage September 2007 - Present
Ft. Wayne, IN 1996 - 2003
Waterfield Financial 1995 - 2003
Skills
Insurance, Disability Insurance, Life Insurance, Underwriting, Critical Illness, Medical Terminology, Medical Underwriting, Building Relationships, New Business Development, Customer Experience, Relationship Building, Long Term Care Insurance, Financial Services, Estate Planning, Financial Advisory, Permanent Life Insurance, Analysis, Financial Planners, Strategic Financial..., Financial Planning, Finance
Education
Ball State University
Huntington North High School
Ash Brokerage May 2014 - Present
Navistar, Inc. August 2010 - June 2012
Adams Central Community Schools July 2007 - September 2008
Skills
Access, Accounting, Microsoft Excel, Analysis, Microsoft Office, Software Documentation, Microsoft Word, Baan, PeopleSoft, Journal Entries, Account Reconciliation, Invoicing, QuickBooks, Financial Accounting, Accounts Payable, Outlook, Process Improvement, Variance Analysis, Tax
Education
Indiana University-Purdue University at Fort Wayne 2008 — 2012
Bachelor of Science (BS) in Business, Accounting, 3.74
Ash Brokerage October 2014 - Present
Ash Brokerage February 2013 - October 2014
One Resource Group March 2008 - October 2011
Skills
Insurance, Term Life Insurance, Life Insurance, Long-term Care, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Whole Life, Sales Commissions, Relationship Management, Carrier Relationship..., Insurance Brokerage, Customer Service, Financial Planning, Retirement, Estate Planning, Retirement Planning, Sales, Underwriting
Education
Indiana University—Purdue University Fort Wayne 1995 — 1999
Bachelor of Science (B.S.), Sociology/Business Administration and Management, General
Ivy Tech Community College-Northeast
Bachelor's degree, Accounting
Fifth Third Bank June 2015 - Present
SalinBank September 2008 - June 2015
Ash Brokerage 2011 - 2014
Morgan Keegan July 2005 - August 2008
First National Bank & Trust June 2002 - June 2005
Robert W. Baird & Co. January 1991 - June 2002
Members First Credit Union (RCA Credit Union) January 1988 - January 2002
Thomson McKinnon Securities September 1986 - January 1988
Education
Indiana University Bloomington 1980 — 1984
General Studies, Education/Business/Econ
Ash Brokerage March 2011 - Present
Genworth Financial February 2006 - February 2011
Genworth Financial September 2004 - February 2006
Genworth Financial January 2002 - September 2004
GE Capital October 1999 - January 2002
GE Capital September 1998 - October 1999
GE Capital September 1997 - September 1998
GE Capital January 1996 - September 1997
Business Men's Assurance Company of America 1986 - 1996
Prudential Financial 1983 - 1986
Skills
Mutual Funds, Long-term Care, Fixed Annuities, Life insurance, Retirement Planning, Variable Annuities, Variable Life, Financial Services, Insurance, Life Insurance, Financial Advisory, Long Term Care Insurance, Retirement, Financial Planners, Wealth Management, Employee Benefits, Estate Planning, 401k, Brokers, Term Life Insurance, Disability Insurance, Series 63, Series 6, Universal Life, Financial Planning
Education
Indiana University of PA
Bachelor of Science (B.S.)
The American College
CLU, ChFC
Ash Brokerage August 2008 - Present
Lincoln Financial Group October 2007 - August 2008
American Home Mortgage January 2005 - August 2007
Skills
Disability Insurance, Underwriting, Critical Illness, Mortgage Lending, Fixed Annuities, Customer Service, Building Relationships, Income Protection, New Business Development, Selling, Financial Advisory, Financial Risk, Sales, Marketing, Analysis, Retirement Planning, Relationship Building, Term Life Insurance, Insurance
Education
Indiana University-Purdue University at Fort Wayne 2010 — 2016
BS Public Affairs, Public Management
Ash Brokerage November 1997 - Present
Skills
Fixed Annuities, Term Life Insurance, Disability Insurance, Life Insurance, Long-term Care, Series 6, Whole Life, Insurance, Underwriting, Retirement Planning, Retirement, Brokers, Health Insurance, Sales Management, Mutual Funds, Universal Life, Financial Planners, Financial Advisory, Financial Planning
Education
Alma College 1984 — 1988
Bachelor of Arts (B.A.), History and Politcal Science
Cranbrook High School 1980 — 1984
Pensionmark Retirement Group January 2012 - Present
Ron Repka Foundation 2002 - Present
Retirement Plan Advisors May 2001 - December 2011
Acordia, Inc. 1997 - 2001
Ash Brokerage 1991 - 1997
Education
Indiana University Bloomington 1986 — 1990
Bachelor's degree
Ash Brokerage July 2014 - Present
First Protective September 2011 - April 2014
The Insurance Academy, LLC November 2008 - October 2011
Wells Fargo Advisors November 2009 - September 2011
Fifth Third Bank 2004 - 2009
Keystone Financial Group, LLC 2000 - 2004
Prudential Financial 1998 - 2000
Prudential Financial October 1996 - July 1998
Skills
Insurance, Life Insurance, Fixed Annuities, Sales, Underwriting, Sales Management, Public Speaking, Retirement Planning, Program Management, Estate Planning, Training, Disability Insurance, Term Life Insurance, Management, Strategy, Strategic Financial..., Long-term Care, Risk Management, Wealth Management, Business Planning, Retirement, Investments, Wealth, Finance, Strategic Planning, Series 7, Series 63, Employee Benefits, 401k, Health Insurance, IRAs, Financial Advisory, Financial Services, Banking, Mutual Funds, Financial Planning
Education
Appalachian State University 1981 — 1986
Bachelor of Science (BS), Marketing/Marketing Management, General
Ash Brokerage September 2009 - Present
Education
California State University-Northridge
Bachelor of Science (BS), History (major), English/Political Science (minor)
Parkview Health June 2015 - Present
Parkview Health December 2014 - May 2015
Lutheran Hospital May 2014 - November 2014
Ash Brokerage December 2013 - May 2014
Fletcher Allen Health Care October 2011 - September 2013
Tabs, Inc July 2009 - August 2010
Ye Olde Vermonter December 2007 - July 2008
CSC/ Choctaw August 2007 - April 2008
Skills
Accounting, Accounts Payable, Account Reconciliation, Bookkeeping, Customer Service, General Ledger, Financial Reporting, Accounts Receivable, QuickBooks, Financial Analysis, Variance Analysis, Invoicing, Financial Statements, Financial Accounting, Analysis
Education
Champlain College 2003 — 2010
Bachelor of Science (BS), Accounting
Marvin L. Shelton, Jr. & Associates July 1969 - Present
McPherson Financial Group January 2009 - Present
Ash Brokerage 1999 - 2014
Marvin L. Shelton, Jr. & Associates November 1985 - May 1997
Marvin L Shelton, Jr & Associates/McPherson Financial Group September 1985 - November 1987
Skills
Annuities, Financial Planning, Public Speaking, New Business Development, Strategic Planning, Fixed Annuities, Indexed Annuities, Guaranteed Lifetime..., Tax Free Income, 401k Rollovers, Wealth Accumulation..., Permanent Life Insurance, Buy-Sell, Key Person Protection, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, IRAs, Retirement Planning, Estate Planning, Financial Planners, Wealth Management, Whole Life, Critical Illness, Financial Advisory, 401k, Retirement, Insurance, Strategic Financial..., Investments, Sales, Long Term Care Insurance, Small Business, Wealth, Umbrella Insurance, Health Insurance, Medicare, Finance, Accident, Employee Benefits, Universal Life, Customer Service, Team Building, Marketing, Leadership
Education
Butler University 1955 — 1957
none, General Education
Butler University 1955 — 1957
I only attended Butler for 2years
Ash Brokerage April 2015 - Present
Professor Ink November 2006 - Present
Ash Brokerage November 2013 - April 2015
Exelis September 2012 - November 2013
Exelis August 2011 - September 2012
Skills
jQuery, Microsoft SQL Server, Integration, Web Development, Mobile Applications, ASP.NET, Visual Studio, Software Development, Database Design, .NET, Requirements Analysis, IIS, Web Services, Object Oriented Design, Subversion, K2, C# 4.0, System Architecture, SharePoint, Software Engineering, Enterprise Architecture, Web Applications, AJAX, Windows Server, Business Process..., E-commerce, Photoshop, Windows Phone, Databases, WordPress, SQL, ASP.NET MVC, JavaScript, C#, CSS, E-commerce SEO, AspDotNetStorefront, Google Analytics, Backbone.js, PhoneGap, Xamarin, Xamarin.iOS, iOS development, App Store
Education
Indiana University-Purdue University at Fort Wayne 2013 — 2015
Master of Business Administration (MBA)
Indiana University-Purdue University at Fort Wayne 2010 — 2012
Master of Science (MS), Applied Computer Science, 3.9
Indiana University-Purdue University at Fort Wayne 2005 — 2010
Bachelor of Science (BS), Business Marketing
Ash Brokerage February 2010 - Present
New York Life June 1980 - September 2009
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Binghamton University 1976 — 1980
BS, Math and Computer Science
Ash Brokerage February 2010 - Present
Sprint March 2000 - December 2009
Manpower at Sprint May 1998 - March 2000
Skills
Leadership, Management, Project Management, Project Portfolio..., Time Management, Customer Experience, Microsoft Excel, PowerPoint, Invoicing, Vendor Management, Telecommunications, Process Improvement, Cross-functional Team..., Program Management, Call Centers, Business Analysis, Business Process..., Life Insurance, Multi Tasking, Training, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Relationship Management
Education
Indiana Institute of Technology 2006 — 2009
BS, Human Resources Management
Indiana Institute of Technology 2004 — 2006
AS, Business Management
Ash Brokerage September 2010 - Present
Ash Brokerage June 2008 - August 2010
Skills
Disability Insurance, Insurance, Fixed Annuities, Critical Illness, New Business Development, Relationship Management, Income Protection, Medical Underwriting, Medical Terminology, Sales, Analysis, Marketing, Long Term Care Insurance
Education
Indiana University-Purdue University at Fort Wayne
Associate's degree, Business Administration, Management and Operations
Ash Brokerage March 2015 - Present
Ash Brokerage June 2012 - Present
Hoosier Communications June 2008 - December 2011
Hansen Fitness April 2007 - June 2008
Scotts Food Stores May 2004 - April 2007
Education
Indiana University-Purdue University Fort Wayne (IPFW) 2014 — 2018
Bachelor's Degree, Information Technology
Indiana Vocational Technical College
Associate of Applied Science, Computer Information Technology; PC Support and Administration
R. Nelson Snider High School
RE/MAX Realty 9 January 2010 - Present
Ash Brokerage July 2012 - Present
RE/MAX Realty 9 2008 - 2010
Land Pro LLC (Land Development) August 2003 - 2008
Skills
QuickBooks, Outlook, Selling, Microsoft Excel, Microsoft Office, PowerPoint, First Time Home Buyers, Marketing, Real Estate Transactions, Real Estate, Listings, Residential Homes, Quicken, Relocation, Referrals, Microsoft Word, Townhomes, Property, Office Management, • New Jersey Real..., • New Jersey Notary..., Excel, Word, monmouth county mls, Middlesex county mls, Long-term Care, Long Term Care Insurance, Sales, Investment Properties
Education
Georgian Court College 2007 — 2009
Bachelors of Science, Business Administration Concentration In Marketing & Management, 3.5/4.0
Freehold
Ash Brokerage July 2014 - Present
Lutheran Hospital July 2006 - July 2014
Aboite Animal Hospital 2005 - 2009
A-cell Vet August 2002 - March 2005
Skills
Nursing, Critical Care, Healthcare Management, BLS, Healthcare Information..., Inpatient, Patient Advocacy, Clinical Research, Medical/Surgical, ICU, Patient Education, Phlebotomy, IV, Medical Terminology, Vital Signs, Medical Records, Medical Devices, Cpr Certified, Direct Patient Care, Quality Patient Care, HIPAA, Critical Thinking, Case Management, Orthopedic
Education
Purdue University 2002 — 2006
Organizational Leadership and Supervision
MedTech College-Ft Wayne Campus
Associate of Science (AS), Registered Nursing/Registered Nurse
Ash Brokerage January 2015 - Present
Ash Brokerage May 2005 - December 2014
Lincoln Financial Group January 2003 - May 2005
Lincoln Financial Group January 2001 - January 2003
Education
Indiana Institute of Technology 2003 — 2007
Bachelor of Science (BS), Business Administration and Management, General
Indiana Institute of Technology 2000 — 2003
Bachelor of Science (BS), Human Resources Management and Services
Ash Brokerage September 2002 - Present
Skills
Series 6, Mutual Funds, Life Insurance, Retirement, Underwriting, Health Insurance, Disability Insurance, Long-term Care, Fixed Annuities, Series 7, Retirement Planning, Relationship Management, Strategic Financial..., Insurance, Series 63, Universal Life, Financial Advisory, Financial Planners, Estate Planning, Financial Services, Term Life Insurance, Whole Life, Variable Annuities
Education
NYU Stern School of Business
Master of Business Administration (MBA), Finance, General
SUNY Binghamton
Bachelor's degree, Mathematics
Ash Brokerage January 2013 - Present
Ash Brokerage March 2008 - 2012
Champion Enterprise January 2005 - March 2008
Waterfield Mortgage 2001 - 2005
Skills
Licensed Life & Health..., Long-term Care, Long Term Care Insurance, Life Insurance, Insurance, LTC Partnerships, Underwriting, Financial Advisory, Marketing, Retirement Planning, Building Relationships, Retirement, Strategic Financial..., Brokers, Financial Planners, Nursing Care, Riders, Disability Insurance, Team Building, Mortgage Lending, Asset Protection, Product Marketing, Long Term Care Training, LTCI, Linked Benefit LTC, Long Term Care Riders, Accelerated Benefits..., Hybrids, Thinking Outside The Box, Consultative Selling..., Customization, App Ease, Cost of Care, Insurance Consulting, Relationship Marketing, Mortgage Underwriting, Home Health Care, One On One, Small Group...
Education
Indiana Institute of Technology 1994 — 1998
Bachelor of Science, Business, Management, Marketing, and Related Support Services
Johnsburg 1981 — 1994
NYS Regents Diploma
Ash Brokerage October 2007 - Present
Granite Ridge Builders, Inc. January 2005 - October 2007
Skills
Term Life Insurance, Life Insurance, Insurance, Brokers, Whole Life, Universal Life, Strategic Financial..., Financial Planners, Financial Planning, Financial Services, Sales, Customer Service, Series 6, Property & Casualty..., Estate Planning, Financial Advisory, Health Insurance
Education
Indiana University—Purdue University Fort Wayne
Bachelor of Business Administration (B.B.A.), Business Management
Ash Brokerage November 2010 - Present
Best Buy November 2007 - August 2011
Skills
Life Insurance, Relationship Management, Microsoft Office, Problem Solving, Customer Experience, Term Life Insurance, Permanent Life Insurance, Building Relationships, Coaching, Detailed Organization, Customer Service, Insurance, Underwriting, Analysis, Fixed Annuities, Brokers, Retirement, Retirement Planning, Sales, Relationship Building, Management
Education
Indiana University—Purdue University Fort Wayne 2007 — 2010
Bachelor's, Political Science
Homestead Senior High 2004 — 2007
Academic Diploma
Powers of One Yoga Studio January 2001 - Present
University of Saint Francis September 2013 - Present
Huntington University January 2014 - Present
Ash Brokerage March 2010 - January 2014
Skills
Life Insurance, Sales, Yoga, Disability Insurance, Underwriting, Term Life Insurance, Long-term Care, Building Relationships, Brokers, Personal Training, Annuity Sales, Medical Terminology, Medical Underwriting, Public Speaking, Weight Management, Strength & Conditioning, Wellness Coaching, Vinyasa, Hatha Yoga
Education
California State University-Sacramento
Master's degree, Kinesiology and Exercise Science
American College of Sports Medicine
Certified Health Fitness Instructor, Health and Physical Education/Fitness
YogaFit
Certified 200 RYT
AICPCU 2009 — 2009
Associates, Associates of Insurance Services (AIS)
Katz, Sapper & Miller April 2011 - Present
Ash Brokerage May 2010 - April 2011
Crowe Horwath LLP November 2000 - April 2010
PwC September 1999 - November 2000
Stalter, Schmidt & Hamil, P.C. June 1995 - September 1999
Skills
Mergers, Accounting, Management Consulting, Assurance, Compliance, Financial Reporting, Due Diligence, Start-ups, Private Equity, Insurance, Audit, Internal Audit, Business Analysis, Joint Ventures, Corporate Governance, Tax Strategies, Tax, Auditing, Mergers & Acquisitions, Corporate Tax, Internal Controls, Income Tax, CPA, Entrepreneurship, GAAP, SEC filings, Strategic Financial..., US GAAP, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Tax Preparation, Corporate Finance, Business Valuation, Tax Accounting, External Audit, Cost Accounting, Financial Statements, Tax Advisory, Financial Audits, Tax Research, Business Advisory, IFRS, SEC Filings
Education
Ball State University 1991 — 1995
BA, Business, Accounting (with bi-lingual endorsement)
Ash Brokerage August 2007 - Present
Ash Brokerage August 2007 - Present
WILLIS OF FLORIDA March 2007 - August 2007
JPMorgan Chase July 2003 - March 2007
Conference Call Service March 1999 - August 2002
Skills
Customer Service, Microsoft Office, Problem Solving, PowerPoint, Word, Outlook, Insurance, Administration, Spanish, Data Entry, Administrative Support, Teamwork
Education
DeVry University 2007 — 2012
Bachelor’s of Science, Business Technical Management, Concentration in Human Resources Management
Elizabeth High School 1993 — 1996
High School Diploma, General Studies
Ash Brokerage October 2014 - Present
Ash Brokerage April 2011 - October 2014
Ash Brokerage June 2011 - April 2012
Lincoln Financial Advisors June 1990 - April 2009
Skills
Long-term Care, Marketing, Term Life Insurance, Sales, Life Insurance, Microsoft Office, Building Relationships, Customer Satisfaction, Lotus Notes, Financial Services, Producer Licensing, Claims Handling, Problem Solving, Tolerant & flexible to..., Variable Annuities, Call Centers, Payroll, Back Office, Qualified Retirement..., Cost Basis Reporting, Form 5500, Compensation & Benefit, Compensation & Benefits, Fixed Annuities, Insurance
Education
Indiana University Bloomington 1979 — 1984
Bachelor of Science Public Affairs, Policy and Administration