BGA Insurance
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BGA Insurance Employees
BGA Insurance September 2014 - Present
Leisure Werden & Terry September 2011 - August 2014
ISN Network June 2010 - August 2011
Highland Capital Brokerage November 2009 - May 2010
The Producers Group March 2007 - February 2009
Leisure Werden & Terry May 2000 - March 2007
Skills
Life Insurance, Insurance, Disability Insurance, Retirement, Term Life Insurance, Retirement Planning, Long-term Care, Underwriting, Financial Planning, Sales, Brokers, Long Term Care Insurance
Education
California State University-Northridge 2006 — 2007
Business Adminstration
La Canada High School
Pasadena City College
AA
BGA Insurance January 2010 - Present
Integrity Wealth Management September 2004 - January 2010
Merrill Lynch 1991 - 1995
Skills
Life Insurance, Retirement Planning, Wealth Management, Estate Planning, Competitive Analysis
Education
The American College 2008 — 2008
CLU
Eastern Illinois University 1985 — 1988
Bachelor of Science (BS), Business-Accounting
Southern Illinois University, Carbondale 1984 — 1985
BGA Insurance October 2008 - Present
First Choice Brokerage / First Financial Resources March 1995 - October 2008
ASB/Meditest Paramedical Company 1985 - 1994
Skills
Underwriting, Reinsurance, New Business Development, Term Life Insurance, Disability Insurance, Long-term Care, Brokers, Health Insurance, Claim, Fixed Annuities, Life Insurance, Critical Illness, General Insurance, Employee Benefits, Whole Life, Retirement, Retirement Planning, Long Term Care Insurance, Medicare, Estate Planning, Financial Risk, Universal Life, Strategic Financial..., Series 6, Financial Planners, Property & Casualty..., IRAs, Commercial Insurance, 401k, Variable Annuities, Insurance Brokerage, Wealth Accumulation, Accident, Financial Planning
Education
Florida Community College at Jacksonville 1978 — 1980
Computer Analyst & Programming
BGA Insurance May 2013 - Present
Capital Insurance Brokerage May 2008 - April 2013
Database Marketing Group 2005 - 2007
Skills
Retirement Planning, Life Insurance, Sales, Disability Insurance, Fixed Annuities, Leadership, Microsoft Office, Marketing, Underwriting, Customer Service, Retirement, Term Life Insurance, Actuarial Science, Account Management, Estate Planning, Insurance, Cold Calling, Financial Planning
Education
Chapman University, The George L. Argyros School of Business and Economics 2007 — 2009
Business Marketing
BGA Insurance April 2010 - Present
Bankers Life and Casualty December 2009 - March 2010
East Penn Bank September 2008 - December 2009
Total Landscaping May 2001 - June 2007
Lehigh Career & Technical Institute September 2006 - December 2006
Education
Lehigh University 2010 — 2012
MBA
Muhlenberg College 2007 — 2009
Business Administration, Health Care Management
Lehigh Carbon Community College
Associates Degree, Accounting
Health Options Institute 1999 — 2001
Massage Therapy
BGA Insurance March 2008 - Present
Advanced Benefit Systems 2001 - 2003
Brian Galey & Associates August 2000 - March 2002
John Hancock Life Insurance Company (U.S.A.) September 1999 - August 2000
John Hancock 1998 - 2000
Skills
Insurance, Underwriting, Retirement Planning, Estate Planning, Financial Planning, Retirement, Strategic Financial..., Fixed Annuities, Wealth Management, Brokers, Life Insurance, Disability Insurance, Financial Advisory, Term Life Insurance, Long-term Care, Long Term Care Insurance, Financial Services, Universal Life
Education
Arizona State University 1990 — 1995
BACHELOR, BUSINESS
ISN Premier October 2014 - Present
BGA Insurance December 2009 - September 2014
Cavalier Associates September 2008 - August 2009
Alemany High School (Mission Hills,CA) January 2008 - July 2008
Texas Copperheads March 2007 - July 2007
GFL Munich Cowboys April 2006 - August 2006
NFL Europe May 2006 - July 2006
HopSports January 2002 - March 2005
LA Fitness January 2003 - January 2004
Skills
Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Retirement Planning, Health Insurance, Fixed Annuities, Estate Planning, New Business Development, Life Insurance, Employee Benefits, Underwriting, Retirement, Public Speaking, Strategic Financial..., Sales, Team Building, Marketing Strategy, Coaching, Sales Management, Whole Life, Universal Life, Long Term Care Insurance, Financial Advisory, Small Business, Brokers, Wealth Accumulation, Financial Planners, 401k, IRAs, Financial Planning
Education
University of California, Los Angeles 2000 — 2005
Bachelor Degrees, His / Soc
Hart High School 1996 — 2000
High School Diploma -, 9th - 12th
Milestone Wealth Management & Insurance Solutions August 2011 - Present
BGA Insurance November 2009 - August 2014
Transamerica Life Insurance Company December 2006 - October 2009
Citi September 2004 - November 2006
CPS New Generation September 2003 - September 2004
Skills
Life Insurance, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Retirement Planning, Strategic Financial..., Financial Advisory, Key Person Insurance, Estate Planning, Wealth Accumulation, Annuities
Education
San Diego State University-California State University 1998 — 1999
Bachelor of Arts, Politcal Science
Mt. San Antonio College 1994 — 1997
Associate's degree
BGA Insurance 2008 - Present
Lincoln Financial Group (formerly Jefferson Pilot Financial) November 1991 - September 2006
Skills
Retirement Planning, Estate Planning, Fixed Annuities, Life Insurance, Retirement, Disability Insurance, Insurance, Financial Advisory, Small Business, Long-term Care, Whole Life, Brokers, Long Term Care Insurance, Asset Protection, Critical Illness, Term Life Insurance, Financial Planning, Tax, Annuity, Life Insurance Brokerage, Tax Diversification, Underwriting, Wealth Management, Employee Benefits, Index Universal Life, IUL, Universal Life, Index Annuity, LTC, DI
Education
American College 1998 — 2003
Chartered Life Underwriter & Chartered Financial Consultant
Fort Lewis College 1983 — 1987
BA, Business Administration
BGA Insurance August 2013 - Present
Golden Inn April 2012 - April 2013
The Hotel ML April 2008 - November 2011
Marriott/Hotel ML April 2008 - November 2011
Enterprise Meeting & Conference Center September 2006 - April 2008
Hilton Hotel May 2000 - September 2006
AmeriSuites Hotel May 2001 - May 2002
Omni Hotel May 1998 - May 2000
Ritz Carlton Philadelphia March 1997 - May 1998
Four Seasons October 1996 - March 1997
Skills
Sales, Trade Shows, Marketing, Management, Training, Contract Negotiation, Sales Management, New Business Development, Budgets, Direct Sales, Strategic Planning, Public Relations, Negotiation, Customer Service, Recruiting, Advertising, Competitive Analysis, Hotel Management, Cold Calling, Medicare Advantage, Medicare, Fixed Annuities, Life Insurance, Licensed Life Insurance..., Term Life Insurance, Whole Life, Supplemental Health, Medicare supplemental..., Long Term Care Insurance, Retirement Plan..., Retirement Planning, Whole Life Insurance, Medicare Supplements, Hotels, Account Management, Event Planning, Event Management, Leadership, Hospitality
Education
Burlington County College 1989 — 1999
A.S, Criminal Justice
Rowan College at Burlington County 1989 — 1999
A.S., Criminal Justice
BGA Insurance February 2015 - Present
BoringGolf LLC August 2012 - May 2015
Skills
Golf, Life Insurance, Disability Insurance, Long Term Care Insurance, Annuity Sales, Fixed Annuities, Insurance, Account Management
Education
University of California, Santa Barbara 2009 — 2012
Bachelor's Degree, Psychology
Accenture June 2015 - Present
BGA Insurance March 2013 - Present
Aanko Technologies October 2011 - February 2013
All American Tech April 2010 - September 2011
Royal Signs January 2009 - March 2010
Skills
Databases, Java, Database Design, Oracle, Eclipse, SQL, User Interface Design, MySQL, Microsoft SQL Server, HTML, Access, JSON, JavaScript, Insurance, Ruby on Rails, Data Base Design, JDeveloper, Git, SQL Server Management..., Apache Derby, Ruby, Swing, IntelliJ IDEA, PostgreSQL, jQuery, Data base adminstration, RubyMine, Financial Accounting, Managerial Finance, Cost Accounting, Training, Agile Methodologies, Management
Education
San Jose State University
BS, Computer Science, 3.32
Diablo Valley College 2012 — 2013
Associate of Science (A.S.), Business Administration and Management, General, 4.0
Saint Mary's College of California 2014 — 2016
Master of Business Administration (MBA)
Diablo Valley College 2012 — 2014
Associate's Degree, Accounting, 3.85
BGA Insurance April 2008 - Present
Skills
Term Life Insurance, Fixed Annuities, Brokers, Retirement Planning, Key Person Insurance, Retirement, Employee Benefits, Insurance, Universal Life
Education
Kansas Wesleyan University 1967 — 1970
Roxbury High School 1963 — 1967
BGA Insurance Project CoordinatorClement Communications1993 - 2008
Skills
Insurance, Disability Insurance, Fixed Annuities, Health Insurance, Term Life Insurance, Life Insurance
Education
Penn State University