Ash Brokerage

Industry: Insurance company

Description

Founded: 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

Employee
Years
Job
Industry
Michael Feltman Michael Feltman Fort Wayne, Indiana Details
Michael Feltman's Ash Brokerage Experience May 2015 - Present
Job Internal Wholesaler at Ash Brokerage specializing in Protection Products | Consultative Marketing | Case Design
Industry Financial Services
Experience
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

Kristin Snyder Kristin Snyder Fort Wayne, Indiana Details
Kristin Snyder's Ash Brokerage Experience September 2013 - Present
Job Technical Analyst at Ash Brokerage specializing in New Business | Underwriting | Life Insurance
Industry Financial Services
Experience
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

Jason Richardson Jason Richardson Indianapolis, Indiana Area Details
Jason Richardson's Ash Brokerage Experience July 2013 - Present
Job Internal Wholesaler at Ash Brokerage specializing in Annuity Sales | Case Design | Financial Advisor Support
Industry Financial Services
Experience
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

Matt Parke, MBA, FLMI Matt Parke, MBA, FLMI Indianapolis, Indiana Area Details
Matt Parke, MBA, FLMI's Ash Brokerage Experience April 2014 - Present
Job Internal Annuity Wholesaler at Ash Brokerage specializing in Annuity Sales | Case Design | Financial Advisor Support
Industry Financial Services
Experience
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

Kristina Alderdice Kristina Alderdice Fort Wayne, Indiana Area Details
Kristina Alderdice's Ash Brokerage Experience September 2008 - Present
Job Producer Services Consultant at Ash Brokerage specializing in Insurance Contracts | Licensing Processes
Industry Financial Services
Experience
Ash Brokerage   September 2008 - Present

Education
Indiana University-Purdue University at Fort Wayne
Bachelor of Science (B.S.), Accounting

Wittenberg University
Accounting and Finance

Kelli Mohr Kelli Mohr Fort Wayne, Indiana Area Details
Kelli Mohr's Ash Brokerage Experience July 2012 - Present
Job Core Life Insurance Case Manager at Ash Brokerage specializing in Application Processing | Carrier Relationships
Industry Financial Services
Experience
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

Dan Rich Dan Rich Fort Wayne, Indiana Area Details
Dan Rich's Ash Brokerage Experience October 2014 - Present
Job Assistant Vice President of Producer Services and Business Development Operations at Ash Brokerage
Industry Financial Services
Experience
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

Anuradha Norton Anuradha Norton Fort Wayne, Indiana Area Details
Anuradha Norton's Ash Brokerage Experience June 2013 - Present
Job Industry Analyst at Ash Brokerage
Industry Financial Services
Experience
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

Cassandra Hardy Cassandra Hardy Fort Wayne, Indiana Area Details
Cassandra Hardy's Ash Brokerage Experience October 2002 - Present
Job Life Marketing Consultant at Ash Brokerage specializing in Life Insurance | Case Design | Advisor Support
Industry Financial Services
Experience
Ash Brokerage   October 2002 - Present

Education
Indiana State University
Bachelor's Degree, Apparel and Textiles

Chris Hambrick Chris Hambrick Fort Wayne, Indiana Area Details
Chris Hambrick's Ash Brokerage Experience June 2014 - Present
Job Annuity Marketing Consultant at Ash Brokerage specializing in Fixed | Deferred | Immediate | Indexed Annuities
Industry Financial Services
Experience
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

Steven Bressler Steven Bressler Fremont, Indiana Details
Steven Bressler's Ash Brokerage Experience April 2014 - Present
Job Ash Technical Analyst at Ash Brokerage specializing in Life Insurance | Relationship Building | New Business Development
Industry Financial Services
Experience
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

Derek Combs Derek Combs Fort Wayne, Indiana Details
Derek Combs's Ash Brokerage Experience August 2005 - Present
Job Senior Long Term Care Consultant at Ash Brokerage specializing in Case Design | Client Consults
Industry Financial Services
Experience
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

Mike Mears Mike Mears Tampa/St. Petersburg, Florida Area Details
Mike Mears's Ash Brokerage Experience May 2013 - December 2013
Job Sales Manager Carmart LLC.
Industry Financial Services
Experience
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

Allyson Schrader, MBA Allyson Schrader, MBA Fort Wayne, Indiana Area Details
Allyson Schrader, MBA's Ash Brokerage Experience June 2014 - Present
Job AVP New Business at Ash Brokerage
Industry Financial Services
Experience
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

Bill Kastner, LUTCF Bill Kastner, LUTCF Fort Wayne, Indiana Area Details
Bill Kastner, LUTCF's Ash Brokerage Experience April 1995 - Present
Job Senior Marketing Consultant at Ash Brokerage specializing in life insurance, relationship building and sales strategies
Industry Financial Services
Experience
Ash Brokerage   April 1995 - Present

Education
Ball State University
Bachelor of Science (BS), Business Administration and Management, General

Holly Harter Holly Harter Fort Wayne, Indiana Details
Holly Harter's Ash Brokerage Experience January 2013 - Present
Job Contracting Manager at Ash Brokerage specializing in Insurance Carrier Contracting | Advisor Support
Industry Financial Services
Experience
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

Adam Warner Adam Warner Fort Wayne, Indiana Area Details
Adam Warner's Ash Brokerage Experience June 2014 - Present
Job Regional Vice President at Ash Brokerage specializing in Protection Products | WI, MN, ND, SD, MT, WY
Industry Financial Services
Experience
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

Donna Hollis Donna Hollis Columbia City, Indiana Details
Donna Hollis's Ash Brokerage Experience October 2010 - April 2015
Job Customer Service Representative at Pyrotek
Industry Mining & Metals
Experience
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

Amanda Gatton Amanda Gatton Fort Wayne, Indiana Area Details
Amanda Gatton's Ash Brokerage Experience September 2013 - Present
Job New Business Administrator at Ash Brokerage specializing in Life Insurance | Application Processing
Industry Financial Services
Experience
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

Kristen Farrell, MBA Kristen Farrell, MBA Fort Wayne, Indiana Details
Kristen Farrell, MBA's Ash Brokerage Experience October 2006 - Present
Job Marketing Event Coordinator at Ash Brokerage specializing in Event Management | Conference Planning
Industry Financial Services
Experience
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

Cliff Myrice Cliff Myrice Fort Wayne, Indiana Area Details
Cliff Myrice's Ash Brokerage Experience November 2007 - Present
Job Life Insurance Marketing Specialist at Ash Brokerage
Industry Insurance
Experience
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

Jason Caudill, MBA Jason Caudill, MBA Indianapolis, Indiana Area Details
Jason Caudill, MBA's Ash Brokerage Experience March 2009 - Present
Job Regional Vice President at Ash Brokerage specializing in Annuities | New Business Development | Relationship Building
Industry Financial Services
Experience
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

Steve Schankerman Steve Schankerman Indianapolis, Indiana Area Details
Steve Schankerman's Ash Brokerage Experience March 2013 - Present
Job Regional Vice President at Ash Brokerage specializing in Annuities | New Business Development | Relationship Building
Industry Financial Services
Experience
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

Seth McPheeters Seth McPheeters Fort Wayne, Indiana Area Details
Seth McPheeters's Ash Brokerage Experience June 2015 - Present
Job Internal Wholesaler at Ash Brokerage specializing in Protection Products | Consultative Marketing | Case Design
Industry Financial Services
Experience
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

Chris Ringenberg Chris Ringenberg Fort Wayne, Indiana Details
Chris Ringenberg's Ash Brokerage Experience September 2012 - Present
Job Core Case Manager at Ash Brokerage specializing in Application Processing | Carrier Relationships
Industry Financial Services
Experience
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

Chris Kratzert Chris Kratzert Fort Wayne, Indiana Area Details
Chris Kratzert's Ash Brokerage Experience December 2012 - Present
Job Life Insurance Portfolio Analyst at Ash Brokerage specializing in Policy Reviews | Life Insurance | Financial Planning
Industry Financial Services
Experience
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

Lauren DeGroot Lauren DeGroot Omaha, Nebraska Details
Lauren DeGroot's Ash Brokerage Experience November 2010 - July 2012
Job Financial Advisor at Sequent Planning, LLC
Industry Financial Services
Experience
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

Joel Henline, MBA Joel Henline, MBA Fort Wayne, Indiana Details
Joel Henline, MBA's Ash Brokerage Experience July 2013 - Present
Job Senior Internal Wholesaler at Ash Brokerage Corporation
Industry Insurance
Experience
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

Joshua Josh Farrell Joshua Josh Farrell Fort Wayne, Indiana Area Details
Joshua Josh Farrell's Ash Brokerage Experience March 2010 - Present
Job Disability Marketing Consultant at Ash Brokerage specializing in disability and critical illness insurance
Industry Financial Services
Experience
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

Chris Meisner Chris Meisner Fort Wayne, Indiana Details
Chris Meisner's Ash Brokerage Experience June 2014 - Present
Job Help Desk Technician at Ash Brokerage specializing in information technology assistance
Industry Financial Services
Experience
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

Jason O'Barr Jason O'Barr Fort Wayne, Indiana Area Details
Jason O'Barr's Ash Brokerage Experience March 2015 - Present
Job Relationship Manager at Ash Brokerage specializing in Account Management | New Business for IN, IL, KY, and WV
Industry Financial Services
Experience
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

Jeremy Norton Jeremy Norton Fort Wayne, Indiana Area Details
Jeremy Norton's Ash Brokerage Experience March 2014 - Present
Job Annuity Marketing Consultant at Ash Brokerage
Industry Financial Services
Experience
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

Whitney Sisk Whitney Sisk Austin, Texas Area Details
Whitney Sisk's Ash Brokerage Experience January 2011 - November 2011
Job Full Time Mom
Industry Hospitality
Experience
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

Meredith Starks Meredith Starks Fort Wayne, Indiana Details
Meredith Starks's Ash Brokerage Experience June 2011 - Present
Job New Business Analyst at Ash Brokerage specializing in Metrics & Performance
Industry Financial Services
Experience
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

Timothy Tim Burns Timothy Tim Burns Fort Wayne, Indiana Area Details
Timothy Tim Burns's Ash Brokerage Experience January 2011 - August 2013
Job Real Estate Agent
Industry Real Estate
Experience
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

Jenny Crabill, CLU Jenny Crabill, CLU Fort Wayne, Indiana Details
Jenny Crabill, CLU's Ash Brokerage Experience July 2009 - Present
Job Life Insurance Portfolio Analyst at Ash Brokerage specializing in Policy Review | Insurance Planning
Industry Financial Services
Experience
Ash Brokerage   July 2009 - Present
Ash Brokerage   May 2008 - July 2009

Education
Indiana University Bloomington   2004 — 2008
Bachelor's degree, Finance and English

Melanie Reeg Melanie Reeg Fort Wayne, Indiana Area Details
Melanie Reeg's Ash Brokerage Experience June 2012 - Present
Job Contract Specialist at Ash Brokerage
Industry Financial Services
Experience
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

Sara Rivard Sara Rivard Greater Detroit Area Details
Sara Rivard's Ash Brokerage Experience May 2005 - August 2005
Job Program Buyer at Magna Electronics
Industry Electrical/Electronic Manufacturing
Experience
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

Nelson Peters, MBA Nelson Peters, MBA Fort Wayne, Indiana Area Details
Nelson Peters, MBA's Ash Brokerage Experience August 2013 - February 2015
Job Project Manager at TRANSWORKS
Industry Information Technology and Services
Experience
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

Eric Federspiel Eric Federspiel Fort Wayne, Indiana Area Details
Eric Federspiel's Ash Brokerage Experience January 2012 - Present
Job Senior Internal Wholesaler at Ash Brokerage specializing in Life Insurance | Disability Insurance | Long Term Care
Industry Financial Services
Experience
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

Joe Bevelhimer Joe Bevelhimer Indianapolis, Indiana Details
Joe Bevelhimer's Ash Brokerage Experience September 2008 - May 2011
Job Life Field Director at The Cincinnati Insurance Companies
Industry Insurance
Experience
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.)

Lee Perkins Lee Perkins Austin, Texas Area Details
Lee Perkins's Ash Brokerage Experience September 2010 - February 2014
Job Senior Vice President of Sales at Atlantic Insurance Brokerage
Industry Financial Services
Experience
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

Jason Armey, MBA Jason Armey, MBA Fort Wayne, Indiana Area Details
Jason Armey, MBA's Ash Brokerage Experience August 2010 - Present
Job Vice President Business Intelligence at Ash Brokerage specializing in Customized Business Projects | Reporting
Industry Financial Services
Experience
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

Norma Endersby Norma Endersby Fort Wayne, Indiana Area Details
Norma Endersby's Ash Brokerage Experience February 2011 - Present
Job Brand Marketing Director, Creative Services at Ash Brokerage specializing in marketing and advertising
Industry Financial Services
Experience
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

Robert (Bob) Lombardo Robert (Bob) Lombardo Naples, Florida Area Details
Robert (Bob) Lombardo's Ash Brokerage Experience 2009 - Present
Job Managing Director at Ash Brokerage of Southwest Florida Region
Industry Financial Services
Experience
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

James Waldorf James Waldorf Dallas/Fort Worth Area Details
James Waldorf's Ash Brokerage Experience January 2002 - July 2007
Job Princor Registered Representative/Financial Advisor, Financial Services Representative
Industry Financial Services
Experience
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

Lisa Schwaberow Lisa Schwaberow Lexington, South Carolina Details
Lisa Schwaberow's Ash Brokerage Experience 2005 - 2006
Job Student IT Assistant and Classroom Support Technologist; Artist Lisa Schwaberow
Industry Design
Experience
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

James Garman James Garman Fort Wayne, Indiana Area Details
James Garman's Ash Brokerage Experience May 2013 - Present
Job Help Desk Intern at Ash Brokerage specializing in Information Technology Assistance | Help Desk
Industry Financial Services
Experience
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

David Foster, JD, CLU, ChFC, CAP David Foster, JD, CLU, ChFC, CAP Mechanicsburg, Pennsylvania Details
David Foster, JD, CLU, ChFC, CAP's Ash Brokerage Experience July 2007 - Present
Job Advanced Marketing Attorney at Ash Brokerage specializing in Estate Planning | Business Succession | Tax Laws
Industry Financial Services
Experience
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

Steve Sangeorzan Steve Sangeorzan Indianapolis, Indiana Area Details
Steve Sangeorzan's Ash Brokerage Experience January 2002 - Present
Job Regional Vice President at Ash Brokerage specializing in Life Insurance Sales | Disability Income | Long Term Care
Industry Financial Services
Experience
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

Zachary Gerhardstein Zachary Gerhardstein Fort Wayne, Indiana Details
Zachary Gerhardstein's Ash Brokerage Experience July 2013 - Present
Job Life Marketing Consultant at Ash Brokerage specializing in Life Insurance | Building Relationships
Industry Financial Services
Experience
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

Lori Omo Lori Omo Fort Wayne, Indiana Details
Lori Omo's Ash Brokerage Experience July 2010 - June 2011
Job Director of Professional Outreach at Lutheran Health Network Dupont Hospital
Industry Hospital & Health Care
Experience
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

John H. Foxworthy II, CFP® John H. Foxworthy II, CFP® Fort Wayne, Indiana Area Details
John H. Foxworthy II, CFP®'s Ash Brokerage Experience 2002 - 2004
Job Financial Planner
Industry Financial Services
Experience
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

Scott Behrendsen Scott Behrendsen Fort Wayne, Indiana Area Details
Scott Behrendsen's Ash Brokerage Experience June 2013 - Present
Job Life Insurance Portfolio Analyst at Ash Brokerage specializing in Policy Review | Insurance Planning
Industry Financial Services
Experience
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

Matthew S. Anderson Matthew S. Anderson Fort Wayne, Indiana Area Details
Matthew S. Anderson's Ash Brokerage Experience September 2008 - Present
Job Relationship Manager at Ash Brokerage specializing in Marketing | Sales | Relationship Building
Industry Financial Services
Experience
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

Matt Stieglitz Matt Stieglitz Fort Wayne, Indiana Area Details
Matt Stieglitz's Ash Brokerage Experience August 2014 - Present
Job Long Term Care Marketing Consultant at Ash Brokerage specializing in Client Consults | Product Knowledge
Industry Financial Services
Experience
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

Steve Ziarko Steve Ziarko Greater Detroit Area Details
Steve Ziarko's Ash Brokerage Experience July 2012 - Present
Job Regional Vice President at Ash Brokerage specializing in Life Insurance | Relationship Building | Sales Strategies
Industry Financial Services
Experience
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

Pam Dunnuck Pam Dunnuck Fort Wayne, Indiana Area Details
Pam Dunnuck's Ash Brokerage Experience January 2001 - Present
Job Concierge Producer Services Specialist at Ash Brokerage specializing in Commissions | Contracting | Advisor Support
Industry Financial Services
Experience
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

J.Patrick Butterbaugh J.Patrick Butterbaugh Fort Wayne, Indiana Area Details
J.Patrick Butterbaugh's Ash Brokerage Experience 2007 - Present
Job Help Desk Technician at Ash Brokerage specializing in information technology assistance
Industry Financial Services
Experience
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

Chrissy Yoakum Chrissy Yoakum Fort Wayne, Indiana Area Details
Chrissy Yoakum's Ash Brokerage Experience December 2010 - Present
Job Disability Marketing Consultant at Ash Brokerage specializing in Disability | Critical Illness Insurance
Industry Financial Services
Experience
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

Paul Gauger Paul Gauger Indianapolis, Indiana Area Details
Paul Gauger's Ash Brokerage Experience July 2013 - Present
Job Internal Annuity Wholesaler at Ash Brokerage specializing in Annuities | Retirement Planning | Rate Trends
Industry Financial Services
Experience
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

Becky Ferguson Becky Ferguson Indianapolis, Indiana Area Details
Becky Ferguson's Ash Brokerage Experience May 2010 - Present
Job Senior Life Marketing Consultant at Ash Brokerage specializing in Life Insurance | Case Design | Relationship Management
Industry Financial Services
Experience
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

Emily Osborn Emily Osborn Fort Wayne, Indiana Area Details
Emily Osborn's Ash Brokerage Experience January 2015 - Present
Job Disability Insurance Marketing Consultant at Ash Brokerage specializing in Disability and Critical Illness Insurance
Industry Financial Services
Experience
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

David Shoup David Shoup Carmel, Indiana Details
David Shoup's Ash Brokerage Experience March 2001 - May 2014
Job VP Marketing at MarketShare Financial
Industry Financial Services
Experience
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

Dan Broyles Dan Broyles Fort Wayne, Indiana Area Details
Dan Broyles's Ash Brokerage Experience May 2015 - Present
Job Internal Wholesale at Ash Brokerage specializing in Advisor Engagement | Protection Products | Relationship Building
Industry Financial Services
Experience
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

Jessica Garman Jessica Garman Fort Wayne, Indiana Area Details
Jessica Garman's Ash Brokerage Experience April 2015 - Present
Job New Business Administrator at Ash Brokerage specializing in Life Insurance | Policy Review | Application Processing
Industry Financial Services
Experience
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

Bryan Langdon, CLU® Bryan Langdon, CLU® Fort Wayne, Indiana Area Details
Bryan Langdon, CLU®'s Ash Brokerage Experience February 2011 - Present
Job National Spokesperson for LongTerm Care at Ash Brokerage specializing in Public Speaking | LongTerm Care Planning
Industry Financial Services
Experience
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

Christopher Wesner Christopher Wesner Fort Wayne, Indiana Area Details
Christopher Wesner's Ash Brokerage Experience 2005 - 2006
Job National Accounts Vice President Brokerage at OneAmerica Financial Partners Inc.
Industry Executive Office
Experience
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

Logan Hoffman Logan Hoffman Fort Wayne, Indiana Area Details
Logan Hoffman's Ash Brokerage Experience May 2015 - Present
Job Customer Service Specialist at Ash Brokerage specializing in Advisor Support | Contract and Licensing Processes
Industry Financial Services
Experience
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

Carly Mirwaldt Carly Mirwaldt Fort Wayne, Indiana Area Details
Carly Mirwaldt's Ash Brokerage Experience June 2013 - Present
Job Producer Services Consultant at Ash Brokerage specializing in Contracting/Compensation/Licensing Processes for Advisors
Industry Financial Services
Experience
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

Callie Goodin Callie Goodin Novi, Michigan Details
Callie Goodin's Ash Brokerage Experience June 2012 - Present
Job Administrative Assistant at Ash Brokerage specializing in Project Management | Administrative Support
Industry Financial Services
Experience
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

Janine Cole Janine Cole Fort Wayne, Indiana Area Details
Janine Cole's Ash Brokerage Experience October 2009 - Present
Job Life Case Manager at Ash Brokerage specializing in Relationship Building | Application Processing
Industry Financial Services
Experience
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

Dean Oyer Dean Oyer Fort Wayne, Indiana Details
Dean Oyer's Ash Brokerage Experience August 2012 - Present
Job Graphic Designer at Ash Brokerage specializing in Corporate Branding | Design
Industry Financial Services
Experience
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

Kellan Scheiber, MBA Kellan Scheiber, MBA Fort Wayne, Indiana Area Details
Kellan Scheiber, MBA's Ash Brokerage Experience April 2008 - December 2008
Job Consultant at Sogeti
Industry Computer Software
Experience
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

Becky Rogers Becky Rogers Fort Wayne, Indiana Area Details
Becky Rogers's Ash Brokerage Experience June 2011 - Present
Job Senior Internal Wholesaler at Ash Brokerage specializing in New Business Development | Consultative Marketing
Industry Financial Services
Experience
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

Brett Garber Brett Garber Greater Chicago Area Details
Brett Garber's Ash Brokerage Experience June 2012 - Present
Job Midwest Account Manager at AZ Wire & Cable
Industry Electrical/Electronic Manufacturing
Experience
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

Troy Vian Troy Vian Fort Wayne, Indiana Area Details
Troy Vian's Ash Brokerage Experience July 2014 - Present
Job Social Media Coordinator at Ash Brokerage specializing in LinkedIn | Facebook | Twitter | Google+ | Pinterest
Industry Financial Services
Experience
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

Jeff Hess Jeff Hess Indianapolis, Indiana Area Details
Jeff Hess's Ash Brokerage Experience January 2014 - Present
Job Director of the Palladium Group at Ash Brokerage specializing in Insurance Planning for the Trusted Advisor
Industry Financial Services
Experience
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

Jennifer Hendricks Jennifer Hendricks Fort Wayne, Indiana Area Details
Jennifer Hendricks's Ash Brokerage Experience February 2008 - Present
Job Senior Graphic Designer at Ash Brokerage specializing in Graphic Art | Visual Materials
Industry Financial Services
Experience
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

Mike McGlothlin, CFP®, CLU, ChFC, LUTCF Mike McGlothlin, CFP®, CLU, ChFC, LUTCF Fort Wayne, Indiana Area Details
Mike McGlothlin, CFP®, CLU, ChFC, LUTCF's Ash Brokerage Experience March 2013 - Present
Job Executive Vice President at Ash Brokerage specializing in Annuities | Relationship Building | Distribution Markets
Industry Financial Services
Experience
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

Barry McCracken,CLU,ChFC Barry McCracken,CLU,ChFC Greater Seattle Area Details
Barry McCracken,CLU,ChFC's Ash Brokerage Experience September 2004 - Present
Job Branch Managing Director at Ash Brokerage specializing in Life Insurance | LongTerm Care | Disabilities | Annuities
Industry Financial Services
Experience
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

Erin Hallett Erin Hallett Fort Wayne, Indiana Area Details
Erin Hallett's Ash Brokerage Experience August 2007 - Present
Job Relationship Case Manager at Ash Brokerage specializing in Life Insurance | Relationship Building
Industry Financial Services
Experience
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

Julie M Shinkle Julie M Shinkle New York, New York Details
Julie M Shinkle's Ash Brokerage Experience November 2007 - Present
Job Senior Life Case Manager at Ash Brokerage specializing in Life Insurance | Underwriting | Sales
Industry Financial Services
Experience
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

Colleen Maloney Colleen Maloney Fort Wayne, Indiana Area Details
Colleen Maloney's Ash Brokerage Experience March 2011 - Present
Job Director of New Business at Ash Brokerage specializing in Annuities | Disability | LongTerm Care | Team Leadership
Industry Financial Services
Experience
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

Joel Henline Joel Henline Fort Wayne, Indiana Area Details
Joel Henline's Ash Brokerage Experience June 2010 - Present
Job Life Insurance Audit Consultant at Ash Brokerage
Industry Insurance
Experience
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

Eleana Hanselman, CLTC, MA Eleana Hanselman, CLTC, MA Greater New York City Area Details
Eleana Hanselman, CLTC, MA's Ash Brokerage Experience September 2012 - January 2014
Job Account Manager at Prudential Financial
Industry Financial Services
Experience
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

Rich Acker, PMP Rich Acker, PMP Raleigh-Durham, North Carolina Area Details
Rich Acker, PMP's Ash Brokerage Experience July 2005 - April 2008
Job Senior Implementation Project Manager at SAS
Industry Information Technology and Services
Experience
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

Ellen Hackett Ellen Hackett Fort Wayne, Indiana Area Details
Ellen Hackett's Ash Brokerage Experience September 2007 - Present
Job Senior Disability Case Manager at Ash Brokerage specializing in disability and critical illness insurance
Industry Financial Services
Experience
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

Bo Main Bo Main Fort Wayne, Indiana Area Details
Bo Main's Ash Brokerage Experience May 2014 - Present
Job Staff Accountant at Ash Brokerage specializing in Accounts Payable | Report Preparation | Bookeeping
Industry Financial Services
Experience
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

Tamara Wallen Tamara Wallen Fort Wayne, Indiana Area Details
Tamara Wallen's Ash Brokerage Experience October 2014 - Present
Job Long Term Care Marketing Associate at Ash Brokerage specializing in LTC | Case Design | Building Relationships
Industry Financial Services
Experience
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

Genan Kirby Genan Kirby Indianapolis, Indiana Area Details
Genan Kirby's Ash Brokerage Experience 2011 - 2014
Job VP Wealth Management Advisor, Fifth Third Private Bank, 3173832691 or Genan.Kirby@53.com
Industry Banking
Experience
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

Bill Stutz CLU, ChFC Bill Stutz CLU, ChFC Tampa/St. Petersburg, Florida Area Details
Bill Stutz CLU, ChFC's Ash Brokerage Experience March 2011 - Present
Job Regional VicePresident Annuities | Specializing in Retirement Income Planning Solutions
Industry Financial Services
Experience
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

Meghan (Wilkins) Cormany Meghan (Wilkins) Cormany Fort Wayne, Indiana Area Details
Meghan (Wilkins) Cormany's Ash Brokerage Experience August 2008 - Present
Job Disability Income Marketing Consultant at Ash Brokerage specializing in disability and critical illness insurance
Industry Financial Services
Experience
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

Ed Noall, ACS Ed Noall, ACS Greater Detroit Area Details
Ed Noall, ACS's Ash Brokerage Experience November 1997 - Present
Job Senior Life Marketing Consultant at Ash Brokerage specializing in life insurance, sales, and relationship building
Industry Financial Services
Experience
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

Tony Winkeljohn Tony Winkeljohn Fort Wayne, Indiana Area Details
Tony Winkeljohn's Ash Brokerage Experience 1991 - 1997
Job Managing Director at Pensionmark
Industry Financial Services
Experience
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

David Coggins, LUTCF David Coggins, LUTCF Charlotte, North Carolina Area Details
David Coggins, LUTCF's Ash Brokerage Experience July 2014 - Present
Job Vice PresidentFinancial Institutions at Ash Brokerage Relationship Manager of Banks | Wire House Distribution Channels
Industry Financial Services
Experience
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

George Muftikian George Muftikian Greater Los Angeles Area Details
George Muftikian's Ash Brokerage Experience September 2009 - Present
Job Senior Annuity Sales Consultant at Ash Brokerage specializing in Case Design | Advisor Support | Product Expertise
Industry Financial Services
Experience
Ash Brokerage   September 2009 - Present

Education
California State University-Northridge
Bachelor of Science (BS), History (major), English/Political Science (minor)

Sarah Santor Sarah Santor Fort Wayne, Indiana Area Details
Sarah Santor's Ash Brokerage Experience December 2013 - May 2014
Job Financial Analyst at Parkview Physicians Group
Industry Financial Services
Experience
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 Shelton Marvin Shelton Melbourne, Florida Area Details
Marvin Shelton's Ash Brokerage Experience 1999 - 2014
Job owner at Marvin L. Shelton, Jr. & Associates
Industry Insurance
Experience
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

Adam Hockemeyer Adam Hockemeyer Fort Wayne, Indiana Area Details
Adam Hockemeyer's Ash Brokerage Experience April 2015 - Present
Job Application Development Team Lead at Ash Brokerage
Industry Financial Services
Experience
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

Eric S. Rubin Eric S. Rubin Greater New York City Area Details
Eric S. Rubin's Ash Brokerage Experience February 2010 - Present
Job Relationship Manager at Ash Brokerage specializing in Account Management | Planning Strategies
Industry Financial Services
Experience
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

Connie Ford Connie Ford Fort Wayne, Indiana Area Details
Connie Ford's Ash Brokerage Experience February 2010 - Present
Job Life Insurance Relationship Case Manager at Ash Brokerage specializing in Life Insurance | Building Relationships
Industry Financial Services
Experience
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

Kelly Doerffler Kelly Doerffler Fort Wayne, Indiana Area Details
Kelly Doerffler's Ash Brokerage Experience September 2010 - Present
Job Disability Marketing Consultant at Ash Brokerage specializing in Disability | Critical Illness | Accident Insurance
Industry Financial Services
Experience
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

Cory Mihavics Cory Mihavics Fort Wayne, Indiana Area Details
Cory Mihavics's Ash Brokerage Experience March 2015 - Present
Job Desktop Architect at Ash Brokerage
Industry Financial Services
Experience
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

Brittany Jordan Brittany Jordan Greater New York City Area Details
Brittany Jordan's Ash Brokerage Experience July 2012 - Present
Job Realtor Associate @ RE/MAX Realty 9
Industry Real Estate
Experience
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

Jenna Keirns Jenna Keirns Fort Wayne, Indiana Area Details
Jenna Keirns's Ash Brokerage Experience July 2014 - Present
Job Case Manager at Ash Brokerage
Industry Financial Services
Experience
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

Tina Kelly Tina Kelly Fort Wayne, Indiana Area Details
Tina Kelly's Ash Brokerage Experience January 2015 - Present
Job Life Marketing Consultant at Ash Brokerage specializing in Life Insurance | Case Design | Relationship Development
Industry Financial Services
Experience
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

Lance Axelrod Lance Axelrod Greater New York City Area Details
Lance Axelrod's Ash Brokerage Experience September 2002 - Present
Job Regional Vice President at Ash Brokerage specializing in New Business Development | Insurance Planning | Advisor Support
Industry Financial Services
Experience
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

Matt Clardy Matt Clardy Fort Wayne, Indiana Area Details
Matt Clardy's Ash Brokerage Experience January 2013 - Present
Job Ash Technical Analyst specializing in long term care, life insurance, and new business development
Industry Financial Services
Experience
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

Justin Traxler Justin Traxler Fort Wayne, Indiana Area Details
Justin Traxler's Ash Brokerage Experience October 2007 - Present
Job Life Marketing Consultant at Ash Brokerage specializing in Life Insurance | Case Design | Relationship Management
Industry Financial Services
Experience
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

Kristina Tina Sheedy Kristina Tina Sheedy Fort Wayne, Indiana Area Details
Kristina Tina Sheedy's Ash Brokerage Experience November 2010 - Present
Job Life Insurance Relationship Case Manager at Ash Brokerage specializing in life insurance and building relationships
Industry Financial Services
Experience
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

Valerie Powers, MS, ACSM, RYT Valerie Powers, MS, ACSM, RYT Fort Wayne, Indiana Area Details
Valerie Powers, MS, ACSM, RYT's Ash Brokerage Experience March 2010 - January 2014
Job Yoga Instructor and Owner of The Powers of One Yoga Studio specializing in Wellness | Fitness | Coaching
Industry Health, Wellness and Fitness
Experience
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)

Tony Brita, CPA Tony Brita, CPA Fort Wayne, Indiana Area Details
Tony Brita, CPA's Ash Brokerage Experience May 2010 - April 2011
Job Managing Director at Katz, Sapper & Miller
Industry Accounting
Experience
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)

Lisette Amaro Lisette Amaro Tampa/St. Petersburg, Florida Area Details
Lisette Amaro's Ash Brokerage Experience August 2007 - Present
Job New Business Coordinator at Ash Brokerage
Industry Insurance
Experience
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

Norvetta Cannon Norvetta Cannon Fort Wayne, Indiana Area Details
Norvetta Cannon's Ash Brokerage Experience October 2014 - Present
Job Contract Manager at Ash Brokerage specializing in Advisor Support | Insurance Carrier Contracting
Industry Financial Services
Experience
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

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