Benchmark Financial Group
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Benchmark Financial Group Employees
Employee
Years
Job
Industry
Jonathan M. London Jonathan M. London's Benchmark Financial Group Experience December 2012 - August 2013
Job Career Development Manager at Sagicor Life Insurance Company
Industry Financial Services
Experience
Sagicor Life Insurance Company August 2013 - Present
Benchmark Financial Group December 2012 - August 2013
Northwestern Mutual June 2008 - December 2012
Skills
Insurance, Retirement Planning, Disability Insurance, Life Insurance, Long Term Care Insurance, Fixed Annuities, Training, Sales Management, Team Management, Recruiting, Team Leadership, Sales Motivation
Education
University of North Carolina at Asheville 2002 — 2006
History
Sagicor Life Insurance Company August 2013 - Present
Benchmark Financial Group December 2012 - August 2013
Northwestern Mutual June 2008 - December 2012
Skills
Insurance, Retirement Planning, Disability Insurance, Life Insurance, Long Term Care Insurance, Fixed Annuities, Training, Sales Management, Team Management, Recruiting, Team Leadership, Sales Motivation
Education
University of North Carolina at Asheville 2002 — 2006
History
James Lukes's Benchmark Financial Group Experience August 2005 - September 2008
Job Regional Sales Manager at Autobody News
Industry Marketing and Advertising
Experience
Autobody News April 2012 - Present
Performance Media Placement August 2010 - Present
WLM Global September 2008 - April 2012
Benchmark Financial Group August 2005 - September 2008
Skills
Sales, Account Management, Sales Process, Cold Calling, Salesforce.com
Education
Cal Poly San Luis Obispo 1988 — 1993
Autobody News April 2012 - Present
Performance Media Placement August 2010 - Present
WLM Global September 2008 - April 2012
Benchmark Financial Group August 2005 - September 2008
Skills
Sales, Account Management, Sales Process, Cold Calling, Salesforce.com
Education
Cal Poly San Luis Obispo 1988 — 1993
Joey Coz Joey Coz's Benchmark Financial Group Experience March 2009 - August 2009
Job College of Charleston (Class of 2013)
Industry Research
Experience
Tabbuli Grill June 2013 - June 2014
Medical University of South Carolina May 2011 - May 2013
Benchmark Financial Group March 2009 - August 2009
Florida Fish and Wildlife Conservation Commission January 2006 - August 2008
Skills
Research, Microbiology, Herpetology, Biogeography, Ecology, Microsoft Office, Teamwork, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Public Speaking, English, Java
Education
College of Charleston 2009 — 2013
Bachelor of Science (B.S.), Biology, General
Tabbuli Grill June 2013 - June 2014
Medical University of South Carolina May 2011 - May 2013
Benchmark Financial Group March 2009 - August 2009
Florida Fish and Wildlife Conservation Commission January 2006 - August 2008
Skills
Research, Microbiology, Herpetology, Biogeography, Ecology, Microsoft Office, Teamwork, Photoshop, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Social Media, Public Speaking, English, Java
Education
College of Charleston 2009 — 2013
Bachelor of Science (B.S.), Biology, General
Jonathan Pintado Jonathan Pintado's Benchmark Financial Group Experience June 2009 - Present
Job Associate
Industry Financial Services
Experience
Benchmark Financial Group June 2009 - Present
MetLife October 2005 - October 2008
LaGrange Country Club May 2003 - September 2005
Skills
Sales, Risk Management, Finance
Education
College of Wooster 1999 — 2003
Benchmark Financial Group June 2009 - Present
MetLife October 2005 - October 2008
LaGrange Country Club May 2003 - September 2005
Skills
Sales, Risk Management, Finance
Education
College of Wooster 1999 — 2003
Kyle Walchshauser Kyle Walchshauser's Benchmark Financial Group Experience February 2011 - January 2012
Job Account Representative at Freightquote
Industry Insurance
Experience
Freightquote February 2012 - Present
Benchmark Financial Group February 2011 - January 2012
Executive Financial Partners of Kansas City Inc. January 2008 - January 2011
Executive Financial Partners of Kansas City Inc. March 2007 - December 2007
Executive Financial Group LLC May 2006 - February 2007
Skills
Insurance, Retirement Planning, Estate Planning, Strategic Financial..., Fixed Annuities, Securities, Marketing, Strategic Planning, Risk Management, Leadership, Employee Benefits, Customer Service, Sales, Retirement, Process Improvement, Real Estate, Financial Analysis, Mutual Funds, Budgets, Long-term Care, Life Insurance, Freight Transportation, Truckload, Freight Brokerage
Education
Rockhurst University 2002 — 2005
BSBA, Business Managment and Business Administration
Freightquote February 2012 - Present
Benchmark Financial Group February 2011 - January 2012
Executive Financial Partners of Kansas City Inc. January 2008 - January 2011
Executive Financial Partners of Kansas City Inc. March 2007 - December 2007
Executive Financial Group LLC May 2006 - February 2007
Skills
Insurance, Retirement Planning, Estate Planning, Strategic Financial..., Fixed Annuities, Securities, Marketing, Strategic Planning, Risk Management, Leadership, Employee Benefits, Customer Service, Sales, Retirement, Process Improvement, Real Estate, Financial Analysis, Mutual Funds, Budgets, Long-term Care, Life Insurance, Freight Transportation, Truckload, Freight Brokerage
Education
Rockhurst University 2002 — 2005
BSBA, Business Managment and Business Administration
Matthew McCarville, MBA, MSBIA, DBA(c), CSM Matthew McCarville, MBA, MSBIA, DBA(c), CSM's Benchmark Financial Group Experience 2008 - 2011
Job Manager, Product QualityCommercial Technology Offerings at Union Pacific Railroad/PSTechnology, VP AOH Omaha (1,800+)
Industry Information Technology and Services
Experience
Union Pacific Railroad February 2015 - Present
Union Pacific Railroad May 2013 - February 2015
Union Pacific Railroad October 2012 - May 2013
Creighton University May 2012 - May 2013
TSYS Merchant Solutions 2012 - 2012
Manarin Investment Counsel, Ltd. 2011 - 2012
Benchmark Financial Group 2008 - 2011
Creighton University 2007 - 2009
Skills
Leadership, Management, Analysis, Project Management, Social Media, Analytics, Sales, Marketing Strategy, CRM, Data Analysis, Public Speaking, Fundraising, New Business Development, Program Management, Marketing, Strategic Planning, Agile & Waterfall..., Scrum, Business Intelligence, Market Research, Strategy, Project Planning, Social Networking, Business Development, Access, Marketing Research, Online Marketing, Team Leadership, Event Planning, Account Management, Software Documentation, Event Management, Software Project..., Marketing Management, Software Development, Non-profit..., Strategic Leadership, Market Analysis, Sales Management, Sales Presentations, Direct Marketing, Product Marketing, Marketing Communications, Business Planning, Social Media Marketing, Team Building, Quality Center, IDEF, Salesforce.com
Education
Creighton University 2015 — 2017
Doctorate of Business Administration, Strategy and Business Analytics
Massachusetts Institute of Technology 2014 — 2014
Professional Education Certificate, "Tackling the Challenges of Big Data"
Creighton University 2013 — 2014
MS in Business Intelligence and Analytics (MS-BIA)
Creighton University 2014 — 2014
Masters Certificate, Project Management
Creighton University 2012 — 2014
Master of Business Administration (MBA), Management and Leadership
Creighton University 2004 — 2008
Bachelor of Science Business Administration (B.S.B.A.), Business Management-Concentrated in: Entreprenuership, Marketing and Finance
A.P.- Leto High School- Tampa, FL
Skutt Catholic High School 2002 — 2003
O'Neill St. Mary's Catholic High School 2001 — 2002
Mount Michael Benedictine 2000 — 2001
Union Pacific Railroad February 2015 - Present
Union Pacific Railroad May 2013 - February 2015
Union Pacific Railroad October 2012 - May 2013
Creighton University May 2012 - May 2013
TSYS Merchant Solutions 2012 - 2012
Manarin Investment Counsel, Ltd. 2011 - 2012
Benchmark Financial Group 2008 - 2011
Creighton University 2007 - 2009
Skills
Leadership, Management, Analysis, Project Management, Social Media, Analytics, Sales, Marketing Strategy, CRM, Data Analysis, Public Speaking, Fundraising, New Business Development, Program Management, Marketing, Strategic Planning, Agile & Waterfall..., Scrum, Business Intelligence, Market Research, Strategy, Project Planning, Social Networking, Business Development, Access, Marketing Research, Online Marketing, Team Leadership, Event Planning, Account Management, Software Documentation, Event Management, Software Project..., Marketing Management, Software Development, Non-profit..., Strategic Leadership, Market Analysis, Sales Management, Sales Presentations, Direct Marketing, Product Marketing, Marketing Communications, Business Planning, Social Media Marketing, Team Building, Quality Center, IDEF, Salesforce.com
Education
Creighton University 2015 — 2017
Doctorate of Business Administration, Strategy and Business Analytics
Massachusetts Institute of Technology 2014 — 2014
Professional Education Certificate, "Tackling the Challenges of Big Data"
Creighton University 2013 — 2014
MS in Business Intelligence and Analytics (MS-BIA)
Creighton University 2014 — 2014
Masters Certificate, Project Management
Creighton University 2012 — 2014
Master of Business Administration (MBA), Management and Leadership
Creighton University 2004 — 2008
Bachelor of Science Business Administration (B.S.B.A.), Business Management-Concentrated in: Entreprenuership, Marketing and Finance
A.P.- Leto High School- Tampa, FL
Skutt Catholic High School 2002 — 2003
O'Neill St. Mary's Catholic High School 2001 — 2002
Mount Michael Benedictine 2000 — 2001
David Rockwell's Benchmark Financial Group Experience June 2015 - Present
Job Financial Advisor at Benchmark
Industry Financial Services
Experience
Benchmark Financial Group June 2015 - Present
Skills
Insurance, Mutual Funds, Banking, Finance, Portfolio Management, Investments, Retirement Planning, Series 7, Management, Financial Analysis
Education
Albion College 1994 — 1998
Bachelor of Science (BS), Economics and Management
Albion College 1994 — 1998
Bachelor of Science (BS), Economics and Management
Benchmark Financial Group June 2015 - Present
Skills
Insurance, Mutual Funds, Banking, Finance, Portfolio Management, Investments, Retirement Planning, Series 7, Management, Financial Analysis
Education
Albion College 1994 — 1998
Bachelor of Science (BS), Economics and Management
Albion College 1994 — 1998
Bachelor of Science (BS), Economics and Management
Shelly Lock's Benchmark Financial Group Experience March 2003 - October 2004
Job Senior Client Relationship Manager at Lau & Lau Associates LLC
Industry Insurance
Experience
Lau & Lau Associates, LLC March 2012 - Present
State Farm Insurance-Agent Derryl W Mitchell September 2005 - February 2012
State Farm Insurance-Agent Jason Farkas October 2004 - July 2005
Benchmark Financial Group March 2003 - October 2004
Skills
Customer Service, Customer Relations, Outlook, Excel, Microsoft Office, Microsoft Excel, Disability Insurance, Strategic Financial..., Life Insurance, Insurance, Sales, Financial Services, Leadership, Term Life Insurance, Investments, Claim, Long Term Care Insurance, Umbrella Insurance, Account Management, Whole Life, Employee Benefits, Long-term Care, Health Insurance, Universal Life, Health Savings Accounts, General Insurance, Accident, Homeowners, Property, Casualty, Liability, Team Building, Claims Management, Sales Management, Claims Handling, Professional Liability, Life, Reinsurance, IRAs, Critical Illness, Fixed Annuities, 401k, Retirement, Commercial Insurance, Financial Planners, Investment Advisory, Brokers
Education
Central Michigan University 1996 — 2001
Bachelor of Science, Mathematics
Fraser High Scool 1992 — 1996
High School Diploma, General Studies
Lau & Lau Associates, LLC March 2012 - Present
State Farm Insurance-Agent Derryl W Mitchell September 2005 - February 2012
State Farm Insurance-Agent Jason Farkas October 2004 - July 2005
Benchmark Financial Group March 2003 - October 2004
Skills
Customer Service, Customer Relations, Outlook, Excel, Microsoft Office, Microsoft Excel, Disability Insurance, Strategic Financial..., Life Insurance, Insurance, Sales, Financial Services, Leadership, Term Life Insurance, Investments, Claim, Long Term Care Insurance, Umbrella Insurance, Account Management, Whole Life, Employee Benefits, Long-term Care, Health Insurance, Universal Life, Health Savings Accounts, General Insurance, Accident, Homeowners, Property, Casualty, Liability, Team Building, Claims Management, Sales Management, Claims Handling, Professional Liability, Life, Reinsurance, IRAs, Critical Illness, Fixed Annuities, 401k, Retirement, Commercial Insurance, Financial Planners, Investment Advisory, Brokers
Education
Central Michigan University 1996 — 2001
Bachelor of Science, Mathematics
Fraser High Scool 1992 — 1996
High School Diploma, General Studies
Neal Doty Neal Doty's Benchmark Financial Group Experience September 2001 - Present
Job LPL Registered Principal, Benchmark Financial Group
Industry Financial Services
Experience
Benchmark Financial Group September 2001 - Present
Skills
Investment Management, Retirement Strategies, Income Strategies, Tax Management, Alternative Investments, Trust Services, Estate Conservation
Education
University of Minnesota-Twin Cities
Benchmark Financial Group September 2001 - Present
Skills
Investment Management, Retirement Strategies, Income Strategies, Tax Management, Alternative Investments, Trust Services, Estate Conservation
Education
University of Minnesota-Twin Cities
Laura (Kalish) Sorgen, CPA, CFP®'s Benchmark Financial Group Experience June 2014 - Present
Job Helping Professionals and Business Owners Create, Manage and Protect Wealth
Industry Financial Services
Experience
Benchmark Financial Group June 2014 - Present
Ameritas Investment Corp January 2005 - May 2014
Bank of New York 2002 - 2004
Kforce 1999 - 2002
AIG 1996 - 1999
KPMG October 1992 - October 1994
Skills
Securities, Wealth Management, Investments, Alternative Investments, Estate Planning, Strategic Planning, Series 7, Certified Financial..., Investment Advisory, Asset Allocation, Portfolio Management, Asset Management, Private Equity, Retirement Planning, Entrepreneurship, Management, Finance, Due Diligence, Strategic Financial..., small business, Insurance, Financial Analysis, Fixed Annuities, Variable Products, Life Insurance, Mutual Funds, series 66
Education
Pace University - Lubin School of Business 1995 — 1998
MBA, Financial Management
University at Albany, SUNY 1988 — 1992
BS, Accounting
Benchmark Financial Group June 2014 - Present
Ameritas Investment Corp January 2005 - May 2014
Bank of New York 2002 - 2004
Kforce 1999 - 2002
AIG 1996 - 1999
KPMG October 1992 - October 1994
Skills
Securities, Wealth Management, Investments, Alternative Investments, Estate Planning, Strategic Planning, Series 7, Certified Financial..., Investment Advisory, Asset Allocation, Portfolio Management, Asset Management, Private Equity, Retirement Planning, Entrepreneurship, Management, Finance, Due Diligence, Strategic Financial..., small business, Insurance, Financial Analysis, Fixed Annuities, Variable Products, Life Insurance, Mutual Funds, series 66
Education
Pace University - Lubin School of Business 1995 — 1998
MBA, Financial Management
University at Albany, SUNY 1988 — 1992
BS, Accounting
Ladd M Kline's Benchmark Financial Group Experience January 1988 - February 1990
Job Founder, Cardinal Pointe Communications, Inc.
Industry Marketing and Advertising
Experience
Cardinal Pointe Communications, Inc. April 1990 - Present
SelfCare Decisions, LLC March 2013 - Present
Benchmark Financial Group January 1988 - February 1990
Realmark Properties, Inc. August 1986 - January 1988
Education
Canisius College 1982 — 1986
BS, Finance
Cardinal Pointe Communications, Inc. April 1990 - Present
SelfCare Decisions, LLC March 2013 - Present
Benchmark Financial Group January 1988 - February 1990
Realmark Properties, Inc. August 1986 - January 1988
Education
Canisius College 1982 — 1986
BS, Finance
Jacqueline Clause's Benchmark Financial Group Experience February 2006 - July 2010
Job at FAS Employee Benefits Advisors
Industry Insurance
Experience
FAS Employee Benefits Advisors August 2010 - Present
Benchmark Financial Group February 2006 - July 2010
InfoWorld 2000 - 2002
Road Runner Sports 1996 - 2000
Education
National University 2007 — 2009
Master of Arts, Counseling Psychology
California State University San Marcos 1994 — 1997
Bachelor of Arts, Sociology
FAS Employee Benefits Advisors August 2010 - Present
Benchmark Financial Group February 2006 - July 2010
InfoWorld 2000 - 2002
Road Runner Sports 1996 - 2000
Education
National University 2007 — 2009
Master of Arts, Counseling Psychology
California State University San Marcos 1994 — 1997
Bachelor of Arts, Sociology
Jeff Stamm, CPA's Benchmark Financial Group Experience May 2012 - September 2012
Job Senior Associate Transaction Advisory Services
Industry Utilities
Experience
EY March 2015 - Present
PwC September 2012 - October 2014
Benchmark Financial Group May 2012 - September 2012
Florida Power & Light April 2011 - August 2011
Skills
Financial Reporting, Auditing, Accounting, Sarbanes-Oxley, Financial Accounting, GAAP, General Ledger, Financial Statements, Internal Controls, Finance, Microsoft Excel, Account Reconciliation, FERC, SAP
Education
Florida State University 2010 — 2012
BA, Accounting, Magna Cum Laude
Emory University 2008 — 2009
JP Taravella 2004 — 2008
EY March 2015 - Present
PwC September 2012 - October 2014
Benchmark Financial Group May 2012 - September 2012
Florida Power & Light April 2011 - August 2011
Skills
Financial Reporting, Auditing, Accounting, Sarbanes-Oxley, Financial Accounting, GAAP, General Ledger, Financial Statements, Internal Controls, Finance, Microsoft Excel, Account Reconciliation, FERC, SAP
Education
Florida State University 2010 — 2012
BA, Accounting, Magna Cum Laude
Emory University 2008 — 2009
JP Taravella 2004 — 2008