Beneficial Financial Group
Industry: Insurance company
DescriptionBeneficial Financial Group is an insurance and financial services company based in Salt Lake City, Utah. It is a subsidiary of Deseret Management Corporation, the for-profit arm of The Church of Jesus Christ of Latter-day Saints. Headquarters: Salt Lake City, Utah, United States Founded: 1905 Key people: Kent Cannon, CEO Parent organization: Deseret Management Corporation Subsidiaries: Beneficial Reinsurance Company, Beneficial Financial Group, Asset Management Arm
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Beneficial Financial Group Employees
Employee
Years
Job
Industry
Nik Gurney Nik Gurney's Beneficial Financial Group Experience May 2008 - March 2009
Job Graduate Student
Industry Research
Experience
Carnegie Mellon University August 2015 - Present
Carnegie Mellon University September 2014 - August 2015
US Translation Company May 2013 - March 2014
Sprint Marketing August 2012 - April 2013
Amano Artisan Chocolate May 2011 - May 2012
SyncNik January 2011 - December 2011
Mountain States HVAC Supply, Inc. April 2010 - May 2011
Advanced Heating and Air Conditioning, Inc. May 2009 - April 2010
Beneficial Financial Group May 2008 - March 2009
Caisson Laboratories, Inc. May 2006 - June 2008
Skills
Organizational..., Ethics, Sales, Sales Management, Marketing, Consumer Behaviour, Communications..., Lead Generation, Google Analytics, Search Advertising, Marketing Strategy, Strategic Communications, Marketing Communications, SEO, Online Advertising, E-commerce, Social Media, Advertising, Business Development, Salesforce.com, Leadership, Start-ups, Analytics, Online Marketing, Social Media Marketing, Management, Strategic Partnerships, Market Research, Email Marketing, Team Management, Product Marketing, PPC, Competitive Analysis, Marketing Management, Social Networking, Web Analytics, B2B, Integrated Marketing, Google Adwords, SEM, Direct Marketing, Brand Management, Marketing Research, Public Relations, CRM, Entrepreneurship, Market Analysis, Strategy, Digital Marketing, Market Planning
Education
University of Southern California 2012 — 2013
Master's degree, Communications, 3.92
Utah State University 2006 — 2008
Bachelor of Arts, Communications, 3.95
Carnegie Mellon University August 2015 - Present
Carnegie Mellon University September 2014 - August 2015
US Translation Company May 2013 - March 2014
Sprint Marketing August 2012 - April 2013
Amano Artisan Chocolate May 2011 - May 2012
SyncNik January 2011 - December 2011
Mountain States HVAC Supply, Inc. April 2010 - May 2011
Advanced Heating and Air Conditioning, Inc. May 2009 - April 2010
Beneficial Financial Group May 2008 - March 2009
Caisson Laboratories, Inc. May 2006 - June 2008
Skills
Organizational..., Ethics, Sales, Sales Management, Marketing, Consumer Behaviour, Communications..., Lead Generation, Google Analytics, Search Advertising, Marketing Strategy, Strategic Communications, Marketing Communications, SEO, Online Advertising, E-commerce, Social Media, Advertising, Business Development, Salesforce.com, Leadership, Start-ups, Analytics, Online Marketing, Social Media Marketing, Management, Strategic Partnerships, Market Research, Email Marketing, Team Management, Product Marketing, PPC, Competitive Analysis, Marketing Management, Social Networking, Web Analytics, B2B, Integrated Marketing, Google Adwords, SEM, Direct Marketing, Brand Management, Marketing Research, Public Relations, CRM, Entrepreneurship, Market Analysis, Strategy, Digital Marketing, Market Planning
Education
University of Southern California 2012 — 2013
Master's degree, Communications, 3.92
Utah State University 2006 — 2008
Bachelor of Arts, Communications, 3.95
D. Craig Rogers CLU D. Craig Rogers CLU's Beneficial Financial Group Experience September 2005 - September 2009
Job Regional Marketing Director at Penn Mutual Life Ins. Co. Rogers.craig@pennmutual.com
Industry Insurance
Experience
Penn Mutual Life Insurance company April 2014 - Present
Allianz Life NA / Life Sales January 2013 - April 2014
Presidential Life Insurance Co. January 2010 - December 2012
Allegis Advisor Group July 2009 - December 2012
Beneficial Financial Group September 2005 - September 2009
Ohio National Life Ins. Co. January 2004 - September 2005
Presidential Life Ins. Co. April 1996 - January 2004
Skills
Fixed Annuities, Insurance, Retirement, IRAs, Long-term Care, Disability Insurance, Term Life Insurance, Series 7, Whole Life, 401k, Pensions, Wealth, Life Insurance, Sales Management, Universal Life, Annuities, Wealth Accumulation, Sales, Lead Generation, Mutual Funds, Employee Benefits, Account Management, Long Term Care, IRA's, Securities, Asset Protection, Insurance Planning, Wealth Transfer, Equity Indexed Annuities, Investments
Education
University of California, Berkeley 1982 — 1984
Chemistry
Fulton Montgomery Community College 1978 — 1981
Associate's degree, Mathematics and Science
College for Financial Planning
Certified Financial Planner Certification Professional Education Program, CFP Exam Passed
Professional Licenses
The American College
CLU/ChFC, Financial Planning and Services
Penn Mutual Life Insurance company April 2014 - Present
Allianz Life NA / Life Sales January 2013 - April 2014
Presidential Life Insurance Co. January 2010 - December 2012
Allegis Advisor Group July 2009 - December 2012
Beneficial Financial Group September 2005 - September 2009
Ohio National Life Ins. Co. January 2004 - September 2005
Presidential Life Ins. Co. April 1996 - January 2004
Skills
Fixed Annuities, Insurance, Retirement, IRAs, Long-term Care, Disability Insurance, Term Life Insurance, Series 7, Whole Life, 401k, Pensions, Wealth, Life Insurance, Sales Management, Universal Life, Annuities, Wealth Accumulation, Sales, Lead Generation, Mutual Funds, Employee Benefits, Account Management, Long Term Care, IRA's, Securities, Asset Protection, Insurance Planning, Wealth Transfer, Equity Indexed Annuities, Investments
Education
University of California, Berkeley 1982 — 1984
Chemistry
Fulton Montgomery Community College 1978 — 1981
Associate's degree, Mathematics and Science
College for Financial Planning
Certified Financial Planner Certification Professional Education Program, CFP Exam Passed
Professional Licenses
The American College
CLU/ChFC, Financial Planning and Services
Jeffrey DeHart's Beneficial Financial Group Experience 1988 - 1990
Job Team Lead at Computershare US
Industry Financial Services
Experience
Computershare US 2015 - Present
KHESLC 2011 - 2015
Citi June 1994 - March 2011
Beneficial Financial Group 1988 - 1990
Skills
Team Management, Team Development, Employee Training, Hiring, Staff Retention, Communication, Coaching, Microsoft Excel, Microsoft Office
Education
McKendree University 2005 — 2007
Bachelor of Business Administration, Business Administration and Management, General
University of Louisville 1998 — 2000
Computershare US 2015 - Present
KHESLC 2011 - 2015
Citi June 1994 - March 2011
Beneficial Financial Group 1988 - 1990
Skills
Team Management, Team Development, Employee Training, Hiring, Staff Retention, Communication, Coaching, Microsoft Excel, Microsoft Office
Education
McKendree University 2005 — 2007
Bachelor of Business Administration, Business Administration and Management, General
University of Louisville 1998 — 2000
Stephanie Guevarra, FP&A's Beneficial Financial Group Experience 2005 - 2005
Job Financial Planning Manager at Genoa, a QoL Healthcare Company
Industry Retail
Experience
Genoa, a QoL Healthcare Company December 2014 - Present
Nordstrom April 2011 - December 2014
Cascade Investment April 2008 - April 2011
Paragon Gaming and Development October 2006 - March 2008
Beneficial Financial Group 2005 - 2005
Skills
Cash Flow Management, Business Valuation, Financial Analysis, Financial Reporting, Accounting, Forecasting, Return on Investment, Key Performance..., Strategic Financial..., Equity Valuation, Budget Process, Budget Monitoring, Performance Measurement, Foreign Exchange Risk..., International, Financial Modeling, Business Modeling, Investments, Portfolio Management, Cash Flow, Analysis, Due Diligence, Budgets, Executive Management, Financial Forecasting, Management, Finance
Education
University of Nevada Las Vegas Lee Business School 2002 — 2006
BSBA, Finance
Genoa, a QoL Healthcare Company December 2014 - Present
Nordstrom April 2011 - December 2014
Cascade Investment April 2008 - April 2011
Paragon Gaming and Development October 2006 - March 2008
Beneficial Financial Group 2005 - 2005
Skills
Cash Flow Management, Business Valuation, Financial Analysis, Financial Reporting, Accounting, Forecasting, Return on Investment, Key Performance..., Strategic Financial..., Equity Valuation, Budget Process, Budget Monitoring, Performance Measurement, Foreign Exchange Risk..., International, Financial Modeling, Business Modeling, Investments, Portfolio Management, Cash Flow, Analysis, Due Diligence, Budgets, Executive Management, Financial Forecasting, Management, Finance
Education
University of Nevada Las Vegas Lee Business School 2002 — 2006
BSBA, Finance
Sabrina Slocum, MBA Sabrina Slocum, MBA's Beneficial Financial Group Experience 1992 - 1996
Job Office Administrator for the Division of Humanities and Social Sciences at Governors State University
Industry Nonprofit Organization Management
Experience
Governors State University October 2011 - Present
US Department of Homeland Security March 2011 - March 2012
Governors State University January 2011 - September 2011
Iowa Department of Economic Development August 2007 - February 2010
Wells Fargo Home Mortgage July 2004 - August 2007
CSI, SVS, First Capital Mortgage April 2000 - June 2004
American General Finance April 2000 - April 2001
Morcap, Inc. 1997 - 1999
Ford Consumer Finance 1996 - 1997
Beneficial Financial Group 1992 - 1996
Skills
Compliance Regulation, Project Management, Office Administration, Employee Training, Credit Risk, Strategic Planning, Program Management, Policy, Non-profits, Leadership Development, Customer Service, Public Speaking, Government, Management, Leadership, Microsoft Office, Conflict Resolution, Team Building, Organizational..., Team Leadership, Training, Risk Management, Marketing, Operations Management, Software Documentation, Human Resources, Nonprofits, Event Management, Account Management, Sales, Fundraising, Analysis, Time Management
Education
University of Phoenix 2007 — 2008
MBA, Business Administration
Tuskegee University 1987 — 1992
BS, Marketing
Governors State University October 2011 - Present
US Department of Homeland Security March 2011 - March 2012
Governors State University January 2011 - September 2011
Iowa Department of Economic Development August 2007 - February 2010
Wells Fargo Home Mortgage July 2004 - August 2007
CSI, SVS, First Capital Mortgage April 2000 - June 2004
American General Finance April 2000 - April 2001
Morcap, Inc. 1997 - 1999
Ford Consumer Finance 1996 - 1997
Beneficial Financial Group 1992 - 1996
Skills
Compliance Regulation, Project Management, Office Administration, Employee Training, Credit Risk, Strategic Planning, Program Management, Policy, Non-profits, Leadership Development, Customer Service, Public Speaking, Government, Management, Leadership, Microsoft Office, Conflict Resolution, Team Building, Organizational..., Team Leadership, Training, Risk Management, Marketing, Operations Management, Software Documentation, Human Resources, Nonprofits, Event Management, Account Management, Sales, Fundraising, Analysis, Time Management
Education
University of Phoenix 2007 — 2008
MBA, Business Administration
Tuskegee University 1987 — 1992
BS, Marketing
Damien Valdespino Damien Valdespino's Beneficial Financial Group Experience March 2004 - March 2009
Job Distrct Sales Manager
Industry Computer Hardware
Experience
HP November 2009 - Present
Hewlett-Packard Company November 2009 - September 2012
Beneficial Financial Group March 2004 - March 2009
Chili's December 1997 - January 2004
Skills
Solution Selling, Salesforce.com, Partner Management, Direct Sales, Account Management, Sales Process, Channel Partners, Sales Operations, Sales Management, Cloud Computing, Strategic Partnerships, Selling, Managed Services, Enterprise Software, Sales, Professional Services, CRM, Customer Satisfaction, Go-to-market Strategy, Team Building, B2B, Channel, Customer Experience, Key Account Management, SMB, Contract Negotiation, Lead Generation, Sales Presentations, Microsoft Excel, Event Management, Storage, International Sales, Managed Print Services, 3D Printing, Print Production...
Education
The University of New Mexico 1991 — 1996
University Studies, History and Philosophy of Science and Technology, B
Los Lunas High School 1987 — 1991
History
HP November 2009 - Present
Hewlett-Packard Company November 2009 - September 2012
Beneficial Financial Group March 2004 - March 2009
Chili's December 1997 - January 2004
Skills
Solution Selling, Salesforce.com, Partner Management, Direct Sales, Account Management, Sales Process, Channel Partners, Sales Operations, Sales Management, Cloud Computing, Strategic Partnerships, Selling, Managed Services, Enterprise Software, Sales, Professional Services, CRM, Customer Satisfaction, Go-to-market Strategy, Team Building, B2B, Channel, Customer Experience, Key Account Management, SMB, Contract Negotiation, Lead Generation, Sales Presentations, Microsoft Excel, Event Management, Storage, International Sales, Managed Print Services, 3D Printing, Print Production...
Education
The University of New Mexico 1991 — 1996
University Studies, History and Philosophy of Science and Technology, B
Los Lunas High School 1987 — 1991
History
Linoy Mathew's Beneficial Financial Group Experience May 2005 - May 2006
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments 2011 - Present
David Lerner Associates, inc. 2009 - 2011
JPMorgan Chase May 2007 - June 2009
JPMorgan Chase July 2006 - May 2007
Beneficial Financial Group May 2005 - May 2006
Skills
Banking, CRM, Finance, Financial Analysis, Financial Services, Investments, Leadership, Loans, Management, Mutual Funds, Portfolio Management, Real Estate, Sales
Education
State University of New York at Albany 2001 — 2005
BS, Finance, Marketing
Fidelity Investments 2011 - Present
David Lerner Associates, inc. 2009 - 2011
JPMorgan Chase May 2007 - June 2009
JPMorgan Chase July 2006 - May 2007
Beneficial Financial Group May 2005 - May 2006
Skills
Banking, CRM, Finance, Financial Analysis, Financial Services, Investments, Leadership, Loans, Management, Mutual Funds, Portfolio Management, Real Estate, Sales
Education
State University of New York at Albany 2001 — 2005
BS, Finance, Marketing
Chandre Jenkins Chandre Jenkins's Beneficial Financial Group Experience September 1996 - August 2000
Job Finance Professional
Industry Financial Services
Experience
OCE Business Services November 2000 - March 2007
Beneficial Financial Group September 1996 - August 2000
Skills
Account Reconciliation, Financial Analysis, Cash Flow Forecasting, Account Management, Accounts Receivable, Accounts Payable, Finance, Forecasting, Insurance, Leadership, Management, Research, Financial Reporting, Team Building, Team Management, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Project Planning, Real Estate, Team Leadership, Outsourcing, Troubleshooting
Education
University of Phoenix 2013 — 2014
IT Security Certificate, IT Security
University of Phoenix 2013 — 2014
IT Security Certificate, IT Security
OCE Business Services November 2000 - March 2007
Beneficial Financial Group September 1996 - August 2000
Skills
Account Reconciliation, Financial Analysis, Cash Flow Forecasting, Account Management, Accounts Receivable, Accounts Payable, Finance, Forecasting, Insurance, Leadership, Management, Research, Financial Reporting, Team Building, Team Management, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Project Planning, Real Estate, Team Leadership, Outsourcing, Troubleshooting
Education
University of Phoenix 2013 — 2014
IT Security Certificate, IT Security
University of Phoenix 2013 — 2014
IT Security Certificate, IT Security
Ron Turnage Ron Turnage's Beneficial Financial Group Experience 1975 - 1978
Job Leasing Manager at JD Young Leasing, LLC
Industry Financial Services
Experience
JD Young Leasing, LLC April 1995 - Present
Bank IV 1993 - 1995
Western National Bank 1986 - 1993
Fourth National Bank 1982 - 1986
Bank of Oklahoma 1978 - 1982
Beneficial Financial Group 1975 - 1978
Skills
Accounting, Sales, Customer Service, Finance, Loans, Risk Management, Credit, Forecasting, Account Management, Financial Analysis, Contract Negotiation, Management
Education
University of Arkansas 1971 — 1975
BSBA, Banking & Finance
JD Young Leasing, LLC April 1995 - Present
Bank IV 1993 - 1995
Western National Bank 1986 - 1993
Fourth National Bank 1982 - 1986
Bank of Oklahoma 1978 - 1982
Beneficial Financial Group 1975 - 1978
Skills
Accounting, Sales, Customer Service, Finance, Loans, Risk Management, Credit, Forecasting, Account Management, Financial Analysis, Contract Negotiation, Management
Education
University of Arkansas 1971 — 1975
BSBA, Banking & Finance
Chuck Costigan (805) 402-1749's Beneficial Financial Group Experience January 1996 - February 1998
Job Residential Realtor at Troop Real Estate
Industry Real Estate
Experience
Troop Real Estate July 2013 - Present
Southland Real Estate Solutions April 2008 - Present
Southland Real Estate Solutions 2008 - Present
Signing Southland Mobile Notary Solutions January 2004 - Present
Southland Real Estate Solutions January 2009 - June 2013
AmeriFund Lending Group January 1998 - October 2007
Beneficial Financial Group January 1996 - February 1998
Skills
FHA, Lease Negotiations, Real Estate Financing, REO, Second Mortgages, Listings, Mortgage Lending, Marketing, Short Sales, Loan Modifications, Residential Homes, Sales, Investment Properties, Foreclosures, Loans, Life Coaching, Investments, Real Estate, Residential Mortgages, Referrals, Underwriting, Refinance, Investors, Commercial Real Estate, Buyer Representation, Loan Origination, Banking, Reverse Mortgages, Mortgage Banking, First Time Home Buyers, 1031 Exchanges, Sellers, Condos, Commercial Mortgages
Education
UC Santa Barbara 1988 — 1992
Finance
Troop Real Estate July 2013 - Present
Southland Real Estate Solutions April 2008 - Present
Southland Real Estate Solutions 2008 - Present
Signing Southland Mobile Notary Solutions January 2004 - Present
Southland Real Estate Solutions January 2009 - June 2013
AmeriFund Lending Group January 1998 - October 2007
Beneficial Financial Group January 1996 - February 1998
Skills
FHA, Lease Negotiations, Real Estate Financing, REO, Second Mortgages, Listings, Mortgage Lending, Marketing, Short Sales, Loan Modifications, Residential Homes, Sales, Investment Properties, Foreclosures, Loans, Life Coaching, Investments, Real Estate, Residential Mortgages, Referrals, Underwriting, Refinance, Investors, Commercial Real Estate, Buyer Representation, Loan Origination, Banking, Reverse Mortgages, Mortgage Banking, First Time Home Buyers, 1031 Exchanges, Sellers, Condos, Commercial Mortgages
Education
UC Santa Barbara 1988 — 1992
Finance
Damon D. Murray Damon D. Murray's Beneficial Financial Group Experience 2007 - 2008
Job Tutor at Gear Up, UNLV, The Center for Academic Enrichment & Outreach.
Industry Public Safety
Experience
UNLV, The Center for Academic Enrichment & Outreach - GEAR UP September 2014 - Present
WETLAB - Western Environmental Testing Laboratory October 2013 - July 2014
Arcadia, Inc. April 2013 - October 2013
Las Vegas Parking August 2010 - April 2013
Clark County School District August 2008 - April 2010
Beneficial Financial Group 2007 - 2008
I & A USA / I & A Homes of Nevada 2002 - 2008
Morinda, Inc. 1997 - 2002
Ingenieria Y Arquitectura - Pachuca 1993 - 1997
The Church of Jesus Christ of Latter-day Saints February 1984 - August 1985
Skills
Business Development, Team Building, Leadership, Management, Budgets, Negotiation, Strategy, Financial Analysis, Business Strategy, Strategic Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Spanish, International Business..., Customer Service, Customer Relations, Marketing Strategy, Public Speaking, Workplace Safety, Teaching
Education
University of Phoenix 2000 — 2002
MBA, Global Management
Utah Valley University 1998 — 2000
B.S., International Business
UNLV, The Center for Academic Enrichment & Outreach - GEAR UP September 2014 - Present
WETLAB - Western Environmental Testing Laboratory October 2013 - July 2014
Arcadia, Inc. April 2013 - October 2013
Las Vegas Parking August 2010 - April 2013
Clark County School District August 2008 - April 2010
Beneficial Financial Group 2007 - 2008
I & A USA / I & A Homes of Nevada 2002 - 2008
Morinda, Inc. 1997 - 2002
Ingenieria Y Arquitectura - Pachuca 1993 - 1997
The Church of Jesus Christ of Latter-day Saints February 1984 - August 1985
Skills
Business Development, Team Building, Leadership, Management, Budgets, Negotiation, Strategy, Financial Analysis, Business Strategy, Strategic Planning, Microsoft Excel, Microsoft Office, Microsoft Word, Spanish, International Business..., Customer Service, Customer Relations, Marketing Strategy, Public Speaking, Workplace Safety, Teaching
Education
University of Phoenix 2000 — 2002
MBA, Global Management
Utah Valley University 1998 — 2000
B.S., International Business
Michael Foresteire Michael Foresteire's Beneficial Financial Group Experience 1996 - 1999
Job Director of Finance and Operations at eZuce, Inc.
Industry Information Technology and Services
Experience
eZuce, Inc. November 2014 - Present
LoadSpring Solutions, Inc. October 2010 - October 2014
TIGHE Warehousing And Distribution, Inc. February 2005 - October 2010
Duval & Associates LLC 2002 - 2005
Sovereign Bank 1999 - 2002
Beneficial Financial Group 1996 - 1999
Skills
Project Management, Team Building, Business Strategy, Cloud Computing, SaaS, Management, Leadership, Process Improvement, Risk Management, Professional Services, Strategic Planning, Start-ups, Resourceful..., Great Motivator, Mentoring Of Staff, Creative Problem Solving, CRM, Program Management, Vendor Management, Training, Business Process..., Enterprise Software
Education
University of Massachusetts at Lowell 1986 — 1990
BS, Business Management
eZuce, Inc. November 2014 - Present
LoadSpring Solutions, Inc. October 2010 - October 2014
TIGHE Warehousing And Distribution, Inc. February 2005 - October 2010
Duval & Associates LLC 2002 - 2005
Sovereign Bank 1999 - 2002
Beneficial Financial Group 1996 - 1999
Skills
Project Management, Team Building, Business Strategy, Cloud Computing, SaaS, Management, Leadership, Process Improvement, Risk Management, Professional Services, Strategic Planning, Start-ups, Resourceful..., Great Motivator, Mentoring Of Staff, Creative Problem Solving, CRM, Program Management, Vendor Management, Training, Business Process..., Enterprise Software
Education
University of Massachusetts at Lowell 1986 — 1990
BS, Business Management
Daniel Collins Daniel Collins's Beneficial Financial Group Experience 2006 - 2008
Job Successful Financial Services Professional helping to protect families in the Boston area.
Industry Insurance
Experience
NYLIFE Securities LLC January 2010 - Present
New York Life Insurance Company 2010 - Present
ACSIA Long Term Care, Inc April 2008 - December 2009
Beneficial Financial Group 2006 - 2008
Skills
401(k) Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, Life Insurance..., Lifetime Income..., Protection..., Retirement Planning, Wealth Preservation..., Investments, Disability Insurance, Term Life Insurance, Series 63, Long-term Care, Fixed Annuities, Insurance, Account Management, Life Insurance, Securities, Strategic Financial..., Financial Services, Retirement, Sales, Financial Planning
Education
University of Massachusetts, Amherst 1991 — 1995
bachelors, history
peabody high school
NYLIFE Securities LLC January 2010 - Present
New York Life Insurance Company 2010 - Present
ACSIA Long Term Care, Inc April 2008 - December 2009
Beneficial Financial Group 2006 - 2008
Skills
401(k) Rollovers, Annuity Sales, Business Insurance..., Business Succession..., Education Funding..., Estate Planning, Gifting Strategies, Life Insurance..., Lifetime Income..., Protection..., Retirement Planning, Wealth Preservation..., Investments, Disability Insurance, Term Life Insurance, Series 63, Long-term Care, Fixed Annuities, Insurance, Account Management, Life Insurance, Securities, Strategic Financial..., Financial Services, Retirement, Sales, Financial Planning
Education
University of Massachusetts, Amherst 1991 — 1995
bachelors, history
peabody high school
Kristin Eldridge's Beneficial Financial Group Experience January 1998 - October 1999
Job Owner at Snap Promotions
Industry Marketing and Advertising
Experience
Snap Promotions August 2009 - Present
Absorbent, Ink. February 2003 - August 2009
Self July 2001 - February 2004
Mary Kay, Inc. May 1997 - November 2001
Beneficial Financial Group January 1998 - October 1999
Wal-Mart June 1989 - June 1998
Skills
Corporate Gifts, Marketing, Advertising, Sales, Event Planning, Social Media, Fundraising, Marketing Strategy, Customer Service, Management, Networking, Entrepreneurship, Graphic Design, Email Marketing, Inventory Management, Small Business, Time Management, Leadership, Online Marketing
Education
The University of Kansas 1993 — 1996
BA History, American History/Women's Studies
Cottey College 1986 — 1988
AA, Liberal Arts
Snap Promotions August 2009 - Present
Absorbent, Ink. February 2003 - August 2009
Self July 2001 - February 2004
Mary Kay, Inc. May 1997 - November 2001
Beneficial Financial Group January 1998 - October 1999
Wal-Mart June 1989 - June 1998
Skills
Corporate Gifts, Marketing, Advertising, Sales, Event Planning, Social Media, Fundraising, Marketing Strategy, Customer Service, Management, Networking, Entrepreneurship, Graphic Design, Email Marketing, Inventory Management, Small Business, Time Management, Leadership, Online Marketing
Education
The University of Kansas 1993 — 1996
BA History, American History/Women's Studies
Cottey College 1986 — 1988
AA, Liberal Arts
Jonathan Matsen's Beneficial Financial Group Experience August 2013 - December 2013
Job Licensed Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard September 2014 - Present
JayBird August 2013 - September 2014
University of Utah - Employment August 2013 - May 2014
American Marketing Association - University of Utah Chapter June 2013 - May 2014
Beneficial Financial Group August 2013 - December 2013
JayBird June 2013 - August 2013
The Hotel Nightclub August 2012 - December 2012
University of Utah Bennion Volunteer Center October 2011 - May 2012
Forever 21 July 2010 - January 2011
Skills
Finance, Analysis, Strategy, Microsoft Excel, Management, Event Planning, Customer Service, Marketing Strategy, Teamwork, Web Analytics, PowerPoint, Marketing Communications, Corporate Finance, French, Photoshop, Microsoft Word, Newsletters, Time Management, Fundraising, Facebook, Social Media, Advertising, Blogging, Online Advertising, Marketing, Social Networking, SEO, Sales, Integrated Marketing, Email Marketing, French literature, Leadership, CRM, Lead Generation, Data Analysis, Event Management, Entrepreneurship, Microsoft Office, Public Speaking, Public Relations, Research, Financial Analysis, Tenacious Work Ethic
Education
University of Utah - David Eccles School of Business 2009 — 2014
Bachelor of Science (B.S.), Finance, 3.35
University of Utah 2009 — 2014
Bachelor of Arts (B.A.), French Language and Literature, 3.35
University of Utah - David Eccles School of Business 2009 — 2014
Bachelor of Science (B.S.), Marketing, 3.35
Université Nice Sophia Antipolis 2011 — 2011
Francophone Studies
2015 Level I Candidate in the CFA Program
Vanguard September 2014 - Present
JayBird August 2013 - September 2014
University of Utah - Employment August 2013 - May 2014
American Marketing Association - University of Utah Chapter June 2013 - May 2014
Beneficial Financial Group August 2013 - December 2013
JayBird June 2013 - August 2013
The Hotel Nightclub August 2012 - December 2012
University of Utah Bennion Volunteer Center October 2011 - May 2012
Forever 21 July 2010 - January 2011
Skills
Finance, Analysis, Strategy, Microsoft Excel, Management, Event Planning, Customer Service, Marketing Strategy, Teamwork, Web Analytics, PowerPoint, Marketing Communications, Corporate Finance, French, Photoshop, Microsoft Word, Newsletters, Time Management, Fundraising, Facebook, Social Media, Advertising, Blogging, Online Advertising, Marketing, Social Networking, SEO, Sales, Integrated Marketing, Email Marketing, French literature, Leadership, CRM, Lead Generation, Data Analysis, Event Management, Entrepreneurship, Microsoft Office, Public Speaking, Public Relations, Research, Financial Analysis, Tenacious Work Ethic
Education
University of Utah - David Eccles School of Business 2009 — 2014
Bachelor of Science (B.S.), Finance, 3.35
University of Utah 2009 — 2014
Bachelor of Arts (B.A.), French Language and Literature, 3.35
University of Utah - David Eccles School of Business 2009 — 2014
Bachelor of Science (B.S.), Marketing, 3.35
Université Nice Sophia Antipolis 2011 — 2011
Francophone Studies
2015 Level I Candidate in the CFA Program
Nicole Chouinard's Beneficial Financial Group Experience January 2006 - June 2008
Job Director of Marketing and Admissions at Hathorne Hill
Industry Hospital & Health Care
Experience
Genesis HealthCare June 2007 - Present
Beneficial Financial Group January 2006 - June 2008
Jenny Craig May 2003 - December 2005
Skills
Healthcare, Medicare, Hospitals, Social Media, Customer Service, Long-term Care, Managed Care, Elder Care, Microsoft Office, Account Management, Healthcare Management, Management, Home Care, Program Development, Public Speaking, Community Outreach, Outlook, Event Planning, Rehabilitation, PowerPoint, Sales, Marketing, Microsoft Word, Marketing Strategy, Retirement Homes, Microsoft Excel
Education
University of Rhode Island 2001 — 2005
Bachelors, Nutrition and Dietetics
Genesis HealthCare June 2007 - Present
Beneficial Financial Group January 2006 - June 2008
Jenny Craig May 2003 - December 2005
Skills
Healthcare, Medicare, Hospitals, Social Media, Customer Service, Long-term Care, Managed Care, Elder Care, Microsoft Office, Account Management, Healthcare Management, Management, Home Care, Program Development, Public Speaking, Community Outreach, Outlook, Event Planning, Rehabilitation, PowerPoint, Sales, Marketing, Microsoft Word, Marketing Strategy, Retirement Homes, Microsoft Excel
Education
University of Rhode Island 2001 — 2005
Bachelors, Nutrition and Dietetics
Thomas Ganem's Beneficial Financial Group Experience April 2004 - September 2006
Job Account Manager at Crescent Directional Drilling
Industry Oil & Energy
Experience
Crescent Directional Drilling May 2014 - Present
Crescent Directional Drilling February 2012 - April 2014
Phoenix Technology Services March 2011 - March 2012
OnCourse Inc. February 2011 - March 2011
Oncourse Inc. February 2010 - March 2011
Meridian Directional Services, INC August 2007 - February 2010
Crescent Directional Drilling, LLP December 2006 - August 2007
Beneficial Financial Group April 2004 - September 2006
Skills
Customer Service, Logging, Drilling, Training, Wireline, Directional Drilling, Oilfield, Petroleum, Onshore, Energy Industry, Drilling Engineering, Sales, Petroleum Engineering, Gas, Engineering, Oil/Gas, Energy, Natural Gas, Networking, Oil & Gas Industry, Well Control, Time Management, Supervisory Skills, Oil, Oil & Gas
Education
University of Oklahoma 1997 — 2001
B.A., Public Affairs and Administration
Crescent Directional Drilling May 2014 - Present
Crescent Directional Drilling February 2012 - April 2014
Phoenix Technology Services March 2011 - March 2012
OnCourse Inc. February 2011 - March 2011
Oncourse Inc. February 2010 - March 2011
Meridian Directional Services, INC August 2007 - February 2010
Crescent Directional Drilling, LLP December 2006 - August 2007
Beneficial Financial Group April 2004 - September 2006
Skills
Customer Service, Logging, Drilling, Training, Wireline, Directional Drilling, Oilfield, Petroleum, Onshore, Energy Industry, Drilling Engineering, Sales, Petroleum Engineering, Gas, Engineering, Oil/Gas, Energy, Natural Gas, Networking, Oil & Gas Industry, Well Control, Time Management, Supervisory Skills, Oil, Oil & Gas
Education
University of Oklahoma 1997 — 2001
B.A., Public Affairs and Administration
Colleen Malia Colleen Malia's Beneficial Financial Group Experience June 1997 - September 2007
Job BRANCH MANAGER @ FIRST NATIONAL BANK
Industry Banking
Experience
FIRST NATIONAL BANK February 2014 - Present
M&T Bank October 2007 - January 2014
Beneficial, member HSBC September 2004 - September 2007
Beneficial Financial Group June 1997 - September 2007
Skills
Banking, Small Business Lending, Retail Banking, Credit, Loans, Consumer Lending, Commercial Lending, Branch Management, Commercial Banking, Lines Of Credit, Mortgage Banking, Financial Analysis, Mortgage Lending, Credit Analysis, Commercial Mortgages, Credit Risk, Internet Banking, USDA, Compliance, Customer Retention, Development Of Employees
Education
University of Hartford 1995 — 1996
Master of Business Administration (M.B.A.), Business/Managerial Economics
Kings College 1990 — 1994
Bachelor of Science (BS), International Business
FIRST NATIONAL BANK February 2014 - Present
M&T Bank October 2007 - January 2014
Beneficial, member HSBC September 2004 - September 2007
Beneficial Financial Group June 1997 - September 2007
Skills
Banking, Small Business Lending, Retail Banking, Credit, Loans, Consumer Lending, Commercial Lending, Branch Management, Commercial Banking, Lines Of Credit, Mortgage Banking, Financial Analysis, Mortgage Lending, Credit Analysis, Commercial Mortgages, Credit Risk, Internet Banking, USDA, Compliance, Customer Retention, Development Of Employees
Education
University of Hartford 1995 — 1996
Master of Business Administration (M.B.A.), Business/Managerial Economics
Kings College 1990 — 1994
Bachelor of Science (BS), International Business
Chris Crumpacker, CLF® CASL® ChFC® CLU® LUTCF Chris Crumpacker, CLF® CASL® ChFC® CLU® LUTCF's Beneficial Financial Group Experience June 1995 - October 1996
Job SENIOR DEVELOPMENT MANAGER
Industry Financial Services
Experience
New York Life Insurance Company January 2013 - Present
NYLIFE Securities LLC July 2009 - January 2013
HSBC December 2008 - April 2009
HSBC January 2008 - November 2008
HSBC July 2007 - December 2007
HSBC January 2004 - June 2007
Household International November 2002 - December 2003
Household International November 1996 - October 2002
Beneficial Financial Group June 1995 - October 1996
Skills
Insurance, Sales Management, Strategy, Portfolio Management, Business Development, Management, Business Planning, Performance Management, Financial Services, Loans, Training, Credit, Mortgage Lending, Strategic Planning, Banking, Selling, Customer Service, Marketing, Talent Management, Underwriting, Team Building, Coaching, Agent Coaching, Agent Development, Agent Retention, Career Development, Cross-functional Team..., Employee Training, Instructor-led Training, Job Coaching, Leading People, Operations Management, Organizational..., Performance Consulting, Sales Force Development, Staff Training, Training Facilitation, 401k Rollovers, Education Funding..., Employee Benefits, Income Protection, Legacy Planning, Life Insurance, Lifetime Income..., Personal Finance, Retirement Income..., Risk Management, Wealth Preservation..., Estate Planning, Succession Planning
Education
University of Florida 1990 — 1994
Bachelor of Arts with Honors, Political Science, Mathematics
New York Life Insurance Company January 2013 - Present
NYLIFE Securities LLC July 2009 - January 2013
HSBC December 2008 - April 2009
HSBC January 2008 - November 2008
HSBC July 2007 - December 2007
HSBC January 2004 - June 2007
Household International November 2002 - December 2003
Household International November 1996 - October 2002
Beneficial Financial Group June 1995 - October 1996
Skills
Insurance, Sales Management, Strategy, Portfolio Management, Business Development, Management, Business Planning, Performance Management, Financial Services, Loans, Training, Credit, Mortgage Lending, Strategic Planning, Banking, Selling, Customer Service, Marketing, Talent Management, Underwriting, Team Building, Coaching, Agent Coaching, Agent Development, Agent Retention, Career Development, Cross-functional Team..., Employee Training, Instructor-led Training, Job Coaching, Leading People, Operations Management, Organizational..., Performance Consulting, Sales Force Development, Staff Training, Training Facilitation, 401k Rollovers, Education Funding..., Employee Benefits, Income Protection, Legacy Planning, Life Insurance, Lifetime Income..., Personal Finance, Retirement Income..., Risk Management, Wealth Preservation..., Estate Planning, Succession Planning
Education
University of Florida 1990 — 1994
Bachelor of Arts with Honors, Political Science, Mathematics
Larry Johnson, Jr., MBA Larry Johnson, Jr., MBA's Beneficial Financial Group Experience April 1993 - July 1996
Job
Industry Insurance
Experience
Nationwide Insurance June 2006 - Present
Wells Fargo November 2002 - June 2006
First Capital Mortgage November 2000 - November 2002
Delta Funding August 1998 - November 2002
National Consumer Services July 1996 - August 1998
Beneficial Financial Group April 1993 - July 1996
Skills
Insurance, Leadership, Underwriting, Process Improvement, Risk Management, Credit, Management, Conflict Resolution, Program Management, Financial Analysis, Strategic Planning, Banking, Business Analysis, Coaching, Performance Management, Access, Mortgage Lending, Vendor Management, Microsoft Excel, Employee Benefits, Project Management, Loans, Operations Management, Software Documentation, Forecasting, Training, Analysis, Team Building, Customer Service, Property & Casualty..., Workers Compensation, Time Management, Call Centers, Life Insurance, Finance, Claim
Education
University of Phoenix 2007 — 2009
MBA
Tuskegee University 1987 — 1992
BS
Nationwide Insurance June 2006 - Present
Wells Fargo November 2002 - June 2006
First Capital Mortgage November 2000 - November 2002
Delta Funding August 1998 - November 2002
National Consumer Services July 1996 - August 1998
Beneficial Financial Group April 1993 - July 1996
Skills
Insurance, Leadership, Underwriting, Process Improvement, Risk Management, Credit, Management, Conflict Resolution, Program Management, Financial Analysis, Strategic Planning, Banking, Business Analysis, Coaching, Performance Management, Access, Mortgage Lending, Vendor Management, Microsoft Excel, Employee Benefits, Project Management, Loans, Operations Management, Software Documentation, Forecasting, Training, Analysis, Team Building, Customer Service, Property & Casualty..., Workers Compensation, Time Management, Call Centers, Life Insurance, Finance, Claim
Education
University of Phoenix 2007 — 2009
MBA
Tuskegee University 1987 — 1992
BS
Angelica Ralph Angelica Ralph's Beneficial Financial Group Experience October 2004 - September 2005
Job Mortgage Processor
Industry Real Estate
Experience
USAA May 2011 - Present
Capitol investment Group October 2005 - February 2012
Beneficial Financial Group October 2004 - September 2005
Education
The University of Texas at San Antonio 1993 — 2001
USAA May 2011 - Present
Capitol investment Group October 2005 - February 2012
Beneficial Financial Group October 2004 - September 2005
Education
The University of Texas at San Antonio 1993 — 2001
Danny Loveland's Beneficial Financial Group Experience 2011 - 2011
Job Financial Analyst at Sorenson Media
Industry Financial Services
Experience
Sorenson Media December 2014 - Present
W.J. Bradley Mortgage Capital, LLC May 2013 - August 2014
Bank of America 2012 - December 2012
Honors Student Investment Fund at University of Utah October 2011 - August 2012
Beneficial Financial Group 2011 - 2011
Bureau of Land Management June 2005 - August 2009
Skills
Portfolio Management, Investments, Financial Modeling, Financial Analysis, Credit Risk, Analysis, Entrepreneurship, Credit Analysis, Business Strategy, Valuation, Underwriting, Microsoft Excel, PowerPoint, Equity Research, Credit, Capital Markets, Credit Underwriting, Financial Institutions, Factoring, Bloomberg Terminal, Moody's Financial..., Photovoltaics, Solar PV, Consumer Lending
Education
University of Utah - David Eccles School of Business 2010 — 2012
Bachelor of Science (BS), Finance, 3.7
Universitat Rovira i Virgili 2010 — 2010
Spanish
Sorenson Media December 2014 - Present
W.J. Bradley Mortgage Capital, LLC May 2013 - August 2014
Bank of America 2012 - December 2012
Honors Student Investment Fund at University of Utah October 2011 - August 2012
Beneficial Financial Group 2011 - 2011
Bureau of Land Management June 2005 - August 2009
Skills
Portfolio Management, Investments, Financial Modeling, Financial Analysis, Credit Risk, Analysis, Entrepreneurship, Credit Analysis, Business Strategy, Valuation, Underwriting, Microsoft Excel, PowerPoint, Equity Research, Credit, Capital Markets, Credit Underwriting, Financial Institutions, Factoring, Bloomberg Terminal, Moody's Financial..., Photovoltaics, Solar PV, Consumer Lending
Education
University of Utah - David Eccles School of Business 2010 — 2012
Bachelor of Science (BS), Finance, 3.7
Universitat Rovira i Virgili 2010 — 2010
Spanish
Stephanie Primo-Simons Stephanie Primo-Simons's Beneficial Financial Group Experience August 1994 - August 2000
Job Vice President Consumer Loans at BankFive
Industry Banking
Experience
BankFive 2000 - Present
Beneficial Financial Group August 1994 - August 2000
Skills
Retail Banking, Banking, Loan Origination, Mortgage Lending, Internal Audit, Credit, Underwriting, Consumer Lending, Customer Retention, Relationship Management, Refinance, Microsoft Excel, Sales Management, Real Estate, Strategic Planning, Insurance, Customer Service, Management, Finance, Risk Management, Financial Risk, Financial Analysis, Lines Of Credit, Mortgage Banking
Education
Leadership Southcoast 2013 — 2014
National School of Banking 2006 — 2008
Certificate, Business
Mass Bankers Association School for Financial Studies at Babson 2001 — 2003
UMass Dartmouth 1990 — 1994
Political Science and Government
Somerset High School 1987 — 1990
BankFive 2000 - Present
Beneficial Financial Group August 1994 - August 2000
Skills
Retail Banking, Banking, Loan Origination, Mortgage Lending, Internal Audit, Credit, Underwriting, Consumer Lending, Customer Retention, Relationship Management, Refinance, Microsoft Excel, Sales Management, Real Estate, Strategic Planning, Insurance, Customer Service, Management, Finance, Risk Management, Financial Risk, Financial Analysis, Lines Of Credit, Mortgage Banking
Education
Leadership Southcoast 2013 — 2014
National School of Banking 2006 — 2008
Certificate, Business
Mass Bankers Association School for Financial Studies at Babson 2001 — 2003
UMass Dartmouth 1990 — 1994
Political Science and Government
Somerset High School 1987 — 1990
Laura Corpus-Lerma's Beneficial Financial Group Experience February 2000 - February 2003
Job FRONT DESK at HARMONY SMILES ORTHODONTICS
Industry Health, Wellness and Fitness
Experience
Harmony Smiles Orthodontics August 2005 - Present
Beneficial Financial Group February 2000 - February 2003
Citi 1999 - 2000
Skills
Customer Service, Call Center, Microsoft Excel, Customer Satisfaction, Sales, Microsoft Office, Microsoft Word, PowerPoint, Insurance, Outlook, Access, Data Entry, Account Management, Customer Experience, Health Insurance, Leadership, Team Building, Training, Credit, Customer Retention, Facebook Marketing, Dolphin, iPad, Smartphones, Accounting, Social Media, Coaching
Education
University of Phoenix 2007 — 2009
Associates, Business
Holcomb high school 1994 — 1997
High School Diploma, Standard
Harmony Smiles Orthodontics August 2005 - Present
Beneficial Financial Group February 2000 - February 2003
Citi 1999 - 2000
Skills
Customer Service, Call Center, Microsoft Excel, Customer Satisfaction, Sales, Microsoft Office, Microsoft Word, PowerPoint, Insurance, Outlook, Access, Data Entry, Account Management, Customer Experience, Health Insurance, Leadership, Team Building, Training, Credit, Customer Retention, Facebook Marketing, Dolphin, iPad, Smartphones, Accounting, Social Media, Coaching
Education
University of Phoenix 2007 — 2009
Associates, Business
Holcomb high school 1994 — 1997
High School Diploma, Standard
Jud Crihfield's Beneficial Financial Group Experience August 1992 - August 1993
Job Assistant Vice President for Development, Albright College
Industry Higher Education
Experience
Albright College April 2015 - Present
Multiple Nonprofit Institutions and Organizations March 2011 - March 2015
University of Maryland April 2010 - March 2011
Johns Hopkins University May 2002 - April 2010
University of Illinois April 2000 - April 2002
University of South Carolina August 1995 - March 2000
Beneficial Financial Group August 1992 - August 1993
Skills
Non-profits, Higher Education, Public Speaking, Fundraising, Alumni Relations, Annual Giving, Stewardship, Volunteer Management, Program Development, Philanthropy, Board Development, Strategic Planning, Nonprofits, Leadership Development, Staff Development, Leadership
Education
University of South Carolina-Columbia 1993 — 1995
M.Ed., Higher Education Administration
Wofford College 1988 — 1992
B.A., Philosophy
Oak Ridge
Albright College April 2015 - Present
Multiple Nonprofit Institutions and Organizations March 2011 - March 2015
University of Maryland April 2010 - March 2011
Johns Hopkins University May 2002 - April 2010
University of Illinois April 2000 - April 2002
University of South Carolina August 1995 - March 2000
Beneficial Financial Group August 1992 - August 1993
Skills
Non-profits, Higher Education, Public Speaking, Fundraising, Alumni Relations, Annual Giving, Stewardship, Volunteer Management, Program Development, Philanthropy, Board Development, Strategic Planning, Nonprofits, Leadership Development, Staff Development, Leadership
Education
University of South Carolina-Columbia 1993 — 1995
M.Ed., Higher Education Administration
Wofford College 1988 — 1992
B.A., Philosophy
Oak Ridge
Nathan Rydalch's Beneficial Financial Group Experience 2004 - 2008
Job Life Insurance Case Design
Industry Insurance
Experience
Allegis Advisor Group October 2010 - Present
Independent Advisor September 2008 - September 2010
Beneficial Financial Group 2004 - 2008
Skills
Fixed Annuities, Retirement Planning, Retirement, Whole Life, 401k, Investment Advisory, IRAs, Mutual Funds, Sales, Disability Insurance, Life Insurance, Term Life Insurance, Financial Services, Strategic Financial..., Wealth Management, Wealth, Long-term Care, Financial Planning, Tax
Education
University of Nevada-Las Vegas - College of Business 1998 — 2000
BS, Finance
Sugar Salem High School
Allegis Advisor Group October 2010 - Present
Independent Advisor September 2008 - September 2010
Beneficial Financial Group 2004 - 2008
Skills
Fixed Annuities, Retirement Planning, Retirement, Whole Life, 401k, Investment Advisory, IRAs, Mutual Funds, Sales, Disability Insurance, Life Insurance, Term Life Insurance, Financial Services, Strategic Financial..., Wealth Management, Wealth, Long-term Care, Financial Planning, Tax
Education
University of Nevada-Las Vegas - College of Business 1998 — 2000
BS, Finance
Sugar Salem High School
Sarah Liscano's Beneficial Financial Group Experience October 2005 - April 2007
Job Executive Assistant at Boeckermann Grafstrom & Mayer
Industry Accounting
Experience
Boeckermann Grafstrom & Mayer June 2007 - Present
Beneficial Financial Group October 2005 - April 2007
Hospira 2004 - 2005
Skills
Auditing, Microsoft Excel, Strategic Planning, Accounting, Microsoft Office, PowerPoint, Budgets, QuickBooks, Non-profits, Process Improvement, Financial Reporting, Microsoft Word, Project Management, Time Management, Access, Troubleshooting, Outlook, Accounts Payable, Accounts Receivable, Account Reconciliation, Nonprofits
Education
University of Phoenix 2006 — 2014
BS, Business Administration
Boeckermann Grafstrom & Mayer June 2007 - Present
Beneficial Financial Group October 2005 - April 2007
Hospira 2004 - 2005
Skills
Auditing, Microsoft Excel, Strategic Planning, Accounting, Microsoft Office, PowerPoint, Budgets, QuickBooks, Non-profits, Process Improvement, Financial Reporting, Microsoft Word, Project Management, Time Management, Access, Troubleshooting, Outlook, Accounts Payable, Accounts Receivable, Account Reconciliation, Nonprofits
Education
University of Phoenix 2006 — 2014
BS, Business Administration
Rhett Cleverly's Beneficial Financial Group Experience January 2005 - February 2007
Job Chief Underwriter at Western Mutual Insurance
Industry Insurance
Experience
Western Mutual Insurance April 2007 - Present
Beneficial Financial Group January 2005 - February 2007
Education
University Of Pheonix 2002 — 2004
Masters, Business Administration
Western Mutual Insurance April 2007 - Present
Beneficial Financial Group January 2005 - February 2007
Education
University Of Pheonix 2002 — 2004
Masters, Business Administration
Alexis Gil's Beneficial Financial Group Experience July 2004 - October 2005
Job Assistant Account Manager for Commercial Insurance Accounts at Odell Studner
Industry Insurance
Experience
Assistant Account Manager April 2013 - Present
The Addis Group August 2009 - March 2013
A. Pomerantz August 2008 - January 2009
Franklin Interiors October 2005 - July 2008
Beneficial Financial Group July 2004 - October 2005
Skills
Leadership, Project Management, Account Management, Customer Service, Management, New Business Development, Sales
Education
University of Pittsburgh 2000 — 2004
Bachelor of Arts, Communications
Assistant Account Manager April 2013 - Present
The Addis Group August 2009 - March 2013
A. Pomerantz August 2008 - January 2009
Franklin Interiors October 2005 - July 2008
Beneficial Financial Group July 2004 - October 2005
Skills
Leadership, Project Management, Account Management, Customer Service, Management, New Business Development, Sales
Education
University of Pittsburgh 2000 — 2004
Bachelor of Arts, Communications
Rachelle DuBose Caruthers's Beneficial Financial Group Experience 2000 - 2004
Job Outreach Coordinator at End Stage Renal Disease Network of Texas, Inc.
Industry Hospital & Health Care
Experience
End Stage Renal Disease Network of Texas, Inc. September 2013 - Present
Texas Health Presbyterian Hospital Dallas May 2010 - September 2013
Texas Health Presbyterian Hospital Plano March 2009 - May 2010
Presbyterian Hospital of Dallas November 2006 - March 2009
Intermountain Healthcare November 2005 - September 2006
ClassicStar, LLC 2005 - 2005
Beneficial Financial Group 2000 - 2004
Skills
Program Management, Community Outreach, Healthcare, Healthcare Management, Project Management, Process Improvement, Hospitals, Six Sigma, Training, Nonprofits, Strategic Planning, Leadership, Team Building, Marketing, Microsoft Excel, Budgets, Coaching, Social Services, Management, Recruiting, Performance Improvement, Population Health, Program Development, Public Speaking
Education
The University of Texas at Arlington 2009 — 2012
MSSW, Social Work (Community and Administrative Practice), 3.94
University of Utah - David Eccles School of Business 2001 — 2003
BS, Marketing
End Stage Renal Disease Network of Texas, Inc. September 2013 - Present
Texas Health Presbyterian Hospital Dallas May 2010 - September 2013
Texas Health Presbyterian Hospital Plano March 2009 - May 2010
Presbyterian Hospital of Dallas November 2006 - March 2009
Intermountain Healthcare November 2005 - September 2006
ClassicStar, LLC 2005 - 2005
Beneficial Financial Group 2000 - 2004
Skills
Program Management, Community Outreach, Healthcare, Healthcare Management, Project Management, Process Improvement, Hospitals, Six Sigma, Training, Nonprofits, Strategic Planning, Leadership, Team Building, Marketing, Microsoft Excel, Budgets, Coaching, Social Services, Management, Recruiting, Performance Improvement, Population Health, Program Development, Public Speaking
Education
The University of Texas at Arlington 2009 — 2012
MSSW, Social Work (Community and Administrative Practice), 3.94
University of Utah - David Eccles School of Business 2001 — 2003
BS, Marketing
Sandi Lewis's Beneficial Financial Group Experience August 1993 - April 1997
Job Salesperson Town and Country Real Estate
Industry Real Estate
Experience
Town and Country Real Estate and Smith and Associates Real Estate January 2013 - Present
Beneficial Financial Group August 1993 - April 1997
Skills
Sales, Customer Service, Real Estate, Condos, Residential Homes, Microsoft Excel, Negotiation, Strategic Planning, Relocation, Investment Properties, Investors, Public Speaking, Real Estate Transactions, Short Sales, Leadership, Microsoft Office, Research
Education
University of Florida 1975 — 1979
BA in Education, Education
Town and Country Real Estate and Smith and Associates Real Estate January 2013 - Present
Beneficial Financial Group August 1993 - April 1997
Skills
Sales, Customer Service, Real Estate, Condos, Residential Homes, Microsoft Excel, Negotiation, Strategic Planning, Relocation, Investment Properties, Investors, Public Speaking, Real Estate Transactions, Short Sales, Leadership, Microsoft Office, Research
Education
University of Florida 1975 — 1979
BA in Education, Education
Louisa Ingalls's Beneficial Financial Group Experience January 2006 - June 2009
Job Community Involvement SupervisorMountain America Credit Union
Industry Financial Services
Experience
Mountain America Credit Union January 2010 - Present
Beneficial Financial Group January 2006 - June 2009
Education
Ogden High School
University of Oregon
Certificate, Graphic Design/Electronic Publishing
University of Utah
BA, Journalism/Mass. Communications
University of Utah
Certificate, Business Management
Mountain America Credit Union January 2010 - Present
Beneficial Financial Group January 2006 - June 2009
Education
Ogden High School
University of Oregon
Certificate, Graphic Design/Electronic Publishing
University of Utah
BA, Journalism/Mass. Communications
University of Utah
Certificate, Business Management
ADE KUJIMIYO's Beneficial Financial Group Experience February 1978 - October 1978
Job PRESIDENT at OAK FINANCIAL SERVICES
Industry Financial Services
Experience
OAK FINANCIAL SERVICES September 1994 - Present
Houston ISD December 1979 - September 1994
Beneficial Financial Group February 1978 - October 1978
Skills
Fixed Annuities, 401k, Employee Benefits, Health Insurance, Investments, Strategic Financial..., Wealth Management, Financial Analysis, Securities, Mutual Funds, Investment Advisory, Portfolio Management
Education
University of Houston-Clear Lake 1981 — 1984
MBA, FINANCE
University of Houston 1973 — 1975
Bachelor of Business Administration (BBA), Finance, General
OAK FINANCIAL SERVICES September 1994 - Present
Houston ISD December 1979 - September 1994
Beneficial Financial Group February 1978 - October 1978
Skills
Fixed Annuities, 401k, Employee Benefits, Health Insurance, Investments, Strategic Financial..., Wealth Management, Financial Analysis, Securities, Mutual Funds, Investment Advisory, Portfolio Management
Education
University of Houston-Clear Lake 1981 — 1984
MBA, FINANCE
University of Houston 1973 — 1975
Bachelor of Business Administration (BBA), Finance, General
Bonnie Yegidis's Beneficial Financial Group Experience 1969 - 1971
Job Vice President for Academic Affairs at University of Tennessee
Industry Education Management
Experience
University of Tennessee Vice President Academic AffairsUniversity of Tennessee2008 - Present
University of South Florida 2010 - 2010
Florida Gulf Coast University July 2004 - September 2008
University of Georgia August 1994 - July 2003
Beneficial Financial Group 1969 - 1971
Education
University of South Florida 1979 — 1983
Ph. D., Education, Measurement
University of Tennessee Vice President Academic AffairsUniversity of Tennessee2008 - Present
University of South Florida 2010 - 2010
Florida Gulf Coast University July 2004 - September 2008
University of Georgia August 1994 - July 2003
Beneficial Financial Group 1969 - 1971
Education
University of South Florida 1979 — 1983
Ph. D., Education, Measurement
Jesse Benavides's Beneficial Financial Group Experience 1994 - 1996
Job Commercial HVAC Systems Project Manager
Industry Environmental Services
Experience
Trane October 2011 - Present
Trane October 2011 - Present
Cartus 2004 - 2011
Hallmark Glass 2002 - 2004
RevCom 1999 - 2002
FirstPlus Financial 1996 - 1999
Beneficial Financial Group 1994 - 1996
USAF 1990 - 1994
Jelly's Hawaii 1991 - 1993
Skills
Relocation, Real Estate, Team Building, Sales, Customer Service, Negotiation, Training, Management, Leadership, Marketing, Account Management, Budgets, Operations Management, Process Improvement, Social Media Marketing, Contract Negotiation, Strategic Planning, Sales Management, Logistics, Residential Homes, Social Media, Event Planning, Networking, Human Resources, Employee Benefits, Social Networking, Public Speaking, Property Management, Microsoft Office, Vendor Management, Microsoft Word, Investment Properties, Troubleshooting, Recruiting, Microsoft Excel, PowerPoint, Project Management, Sellers, Access, Coaching
Education
University of North Texas 1989 — 1991
Trane October 2011 - Present
Trane October 2011 - Present
Cartus 2004 - 2011
Hallmark Glass 2002 - 2004
RevCom 1999 - 2002
FirstPlus Financial 1996 - 1999
Beneficial Financial Group 1994 - 1996
USAF 1990 - 1994
Jelly's Hawaii 1991 - 1993
Skills
Relocation, Real Estate, Team Building, Sales, Customer Service, Negotiation, Training, Management, Leadership, Marketing, Account Management, Budgets, Operations Management, Process Improvement, Social Media Marketing, Contract Negotiation, Strategic Planning, Sales Management, Logistics, Residential Homes, Social Media, Event Planning, Networking, Human Resources, Employee Benefits, Social Networking, Public Speaking, Property Management, Microsoft Office, Vendor Management, Microsoft Word, Investment Properties, Troubleshooting, Recruiting, Microsoft Excel, PowerPoint, Project Management, Sellers, Access, Coaching
Education
University of North Texas 1989 — 1991
Reanne Napoli's Beneficial Financial Group Experience 2001 - 2007
Job Workplace Planning and Guidance Consultant
Industry Financial Services
Experience
Fidelity Investments October 2007 - Present
Beneficial Financial Group 2001 - 2007
Education
Thomas More College
Bachelor of Business Administration
Fidelity Investments October 2007 - Present
Beneficial Financial Group 2001 - 2007
Education
Thomas More College
Bachelor of Business Administration
Chris Bahmer's Beneficial Financial Group Experience 1996 - 1999
Job Business Development Specialist at GenFed Financial
Industry Financial Services
Experience
Fifth Third Bank Roving Branch Manager/Business Development SpecialistGenFed FinancialJuly 2013 - Present
GenFed Financial July 2013 - Present
Beneficial Financial Group 1996 - 1999
Beneficial Financial Group 1996 - 1999
Skills
Consumer Lending, Small Business Lending, Loans, Mortgage Lending, Banking, Portfolio Management, Mortgage Banking, Credit, Retail Banking, Leadership, Relationship Management, Cash Management, Customer Service, Commercial Lending, Sales, Credit Analysis, Commercial Banking, Financial Analysis, Strategic Planning, Loan Origination, Team Building
Education
University of Dayton 1990 — 1994
Bachelor of Science (B.S.), Finance and Economics
Archbishop Hoban 1987 — 1990
Fifth Third Bank Roving Branch Manager/Business Development SpecialistGenFed FinancialJuly 2013 - Present
GenFed Financial July 2013 - Present
Beneficial Financial Group 1996 - 1999
Beneficial Financial Group 1996 - 1999
Skills
Consumer Lending, Small Business Lending, Loans, Mortgage Lending, Banking, Portfolio Management, Mortgage Banking, Credit, Retail Banking, Leadership, Relationship Management, Cash Management, Customer Service, Commercial Lending, Sales, Credit Analysis, Commercial Banking, Financial Analysis, Strategic Planning, Loan Origination, Team Building
Education
University of Dayton 1990 — 1994
Bachelor of Science (B.S.), Finance and Economics
Archbishop Hoban 1987 — 1990
Dane Timmons's Beneficial Financial Group Experience January 2012 - May 2013
Job Senior Financial Analyst at E. & J. Gallo Winery
Industry Wine and Spirits
Experience
E. & J. Gallo Winery September 2014 - Present
E. & J. Gallo Winery August 2013 - September 2014
Beneficial Financial Group January 2012 - May 2013
The "ROC Fund" Real Estate Opportunity Capital Fund, L.P. November 2011 - January 2012
Scottrade June 2010 - July 2011
Governor Arnold Schwarzeneggers Office March 2010 - May 2010
Skills
Financial Analysis, Analysis, Leadership, Market Research, Financial Modeling, Business Strategy, Management, Competitive Analysis, Strategy, Demand Planning, Data Analysis, Pricing, Sales Finance, S&OP implementation, Microsoft Excel, Training, Entrepreneurship, Investments, Market Analysis, Portfolio Management, Private Equity, Economics, Valuation, Microsoft Office, New Venture Development, Customer Service, Due Diligence, Marketing, Corporate Finance, Recruiting, Industry Analysis
Education
University of Utah - David Eccles School of Business 2011 — 2013
MBA
University of California, Davis 2009 — 2011
BA
E. & J. Gallo Winery September 2014 - Present
E. & J. Gallo Winery August 2013 - September 2014
Beneficial Financial Group January 2012 - May 2013
The "ROC Fund" Real Estate Opportunity Capital Fund, L.P. November 2011 - January 2012
Scottrade June 2010 - July 2011
Governor Arnold Schwarzeneggers Office March 2010 - May 2010
Skills
Financial Analysis, Analysis, Leadership, Market Research, Financial Modeling, Business Strategy, Management, Competitive Analysis, Strategy, Demand Planning, Data Analysis, Pricing, Sales Finance, S&OP implementation, Microsoft Excel, Training, Entrepreneurship, Investments, Market Analysis, Portfolio Management, Private Equity, Economics, Valuation, Microsoft Office, New Venture Development, Customer Service, Due Diligence, Marketing, Corporate Finance, Recruiting, Industry Analysis
Education
University of Utah - David Eccles School of Business 2011 — 2013
MBA
University of California, Davis 2009 — 2011
BA
Steven Leonelli's Beneficial Financial Group Experience October 1977 - April 2009
Job Mortgage Loan Officer Bank of America NMLS #739294“The postings on this site are my own and do not necessarily represent
Industry Financial Services
Experience
Bank of America December 2013 - Present
Citi September 2009 - December 2013
Citi September 2009 - December 2013
Citi September 2009 - December 2013
Beneficial Financial Group October 1977 - April 2009
Skills
All mortgage..., Underwriting, Mortgage Lending, Management, Mortgage Banking, Banking, Loans, Mortgage Marketing, FHA, Loan Origination, Credit Analysis, Refinance, Mortgage Underwriting, Residential Mortgages, Finance, Credit
Education
University of Phoenix 2005 — 2009
Bachelor ofScience, Business Administration and Management, General
SUNY Poughkeepsie, NY 1974 — 1977
Associates in Applied Science, Commercial and Advertising Art
Bank of America December 2013 - Present
Citi September 2009 - December 2013
Citi September 2009 - December 2013
Citi September 2009 - December 2013
Beneficial Financial Group October 1977 - April 2009
Skills
All mortgage..., Underwriting, Mortgage Lending, Management, Mortgage Banking, Banking, Loans, Mortgage Marketing, FHA, Loan Origination, Credit Analysis, Refinance, Mortgage Underwriting, Residential Mortgages, Finance, Credit
Education
University of Phoenix 2005 — 2009
Bachelor ofScience, Business Administration and Management, General
SUNY Poughkeepsie, NY 1974 — 1977
Associates in Applied Science, Commercial and Advertising Art
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO