Brokerage Unlimited, Inc.

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Brokerage Unlimited, Inc. Employees

Employee
Years
Job
Industry
Drew Garvey Drew Garvey Greater St. Louis Area Details
Drew Garvey's Brokerage Unlimited, Inc. Experience October 2012 - December 2014
Job Life Field Director at The Cincinnati Insurance Companies
Industry Insurance
Experience
The Cincinnati Insurance Companies  December 2014 - Present
Brokerage Unlimited, Inc.   October 2012 - December 2014
Knights of Columbus  January 2008 - October 2012
BrightStar Care  March 2009 - January 2012
United States Marine Corps  January 2003 - August 2008
United States Marine Corps  August 2004 - June 2005

Skills
Leadership, Public Speaking, Sales Leadership..., Sales Management, Sales Presentations, Life Insurance, Long Term Care Insurance, Training, Strategy, Business Planning, Marketing Strategy, Business Development, Marketing, Competitive Analysis, Account Management, Entrepreneurship, Sales Process, Process Improvement, Sales Operations, Social Networking, New Business Development, Selling, Negotiation, Sales

Education
Lindenwood University   2010 — 2012
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies

Lindenwood University   2007 — 2010
Business, Business Administration

Steve Bruce Steve Bruce Greater St. Louis Area Details
Steve Bruce's Brokerage Unlimited, Inc. Experience July 2013 - Present
Job Marketing Representative at Brokerage Unlimited, Inc.
Industry Financial Services
Experience
Brokerage Unlimited, Inc.   July 2013 - Present
OneAmerica / AUL   2011 - 2013
Lincoln Financial Group  2006 - 2010

Education
Rockhurst University   2005 — 2006
MBA

Rockhurst University   2001 — 2005
Business

Chaminade

Daryl Durell Daryl Durell Greater St. Louis Area Details
Daryl Durell's Brokerage Unlimited, Inc. Experience May 2015 - Present
Job Marketing Representative
Industry Financial Services
Experience
Brokerage Unlimited, Inc.   May 2015 - Present
Pension & Retirement Services   May 2014 - May 2015
The Bank of Edwardsville  April 2013 - May 2014
The Standard  December 2007 - April 2013
Lincoln Financial Distributors  January 2007 - December 2007
Principal Financial Group  June 2005 - December 2006

Skills
Retirement Plan..., 401k, Retirement, Mutual Funds, Series 7, Investment Advisory, Qualified Retirement..., IRAs, Retirement Planning, Defined Contribution, Profit Sharing, Defined Benefit, Series 63, Series 65, Series 6, Pensions, Investments

Education
Eastern Illinois University   1985 — 1989
Bachelor's degree, Economics

Greg Brockmeier Greg Brockmeier Greater St. Louis Area Details
Greg Brockmeier's Brokerage Unlimited, Inc. Experience November 2012 - Present
Job Marketing Representative at Brokerage Unlimited, Inc.
Industry Financial Services
Experience
Brokerage Unlimited, Inc.   November 2012 - Present
Royal Alliance Associates, Inc.   February 2011 - November 2012
Executive Financial Group/OneAmerica Securities   January 2010 - February 2011
Buckeye International  June 2007 - March 2009

Skills
Customer Service, Sales, Marketing, Strategic Planning, Life Insurance, Fixed Annuities, Long Term Care Insurance, Estate Planning, Account Management, Sales Management, Finance, Financial Services, Insurance

Education
Lindenwood University   2002 — 2006

DeSmet Jesuit High School   1998 — 2002

Josh Harms Josh Harms Indianapolis, Indiana Area Details
Josh Harms's Brokerage Unlimited, Inc. Experience May 2013 - August 2013
Job Software Developer at WDD Software Solutions
Industry Computer Software
Experience
WDD Software Solutions   March 2015 - Present
Mocha Joe's Coffee Shop   October 2013 - December 2014
WQME 98.7   May 2012 - October 2014
Raven Investment Fund   August 2013 - May 2014
Brokerage Unlimited, Inc.   May 2013 - August 2013
Anderson University  April 2012 - May 2013

Skills
HTML, Public Speaking, Microsoft Excel, C#, Visual Studio, Research, PowerPoint, Microsoft Office, iWork, Objective-C, Swift, Management

Education
Anderson University   2010 — 2014
Bachelor of Arts (B.A.), Finance, Computer Science

Kristine Levinskas Kristine Levinskas Baltimore, Maryland Details
Kristine Levinskas's Brokerage Unlimited, Inc. Experience March 2012 - September 2012
Job Senior Sales Consultant at Village Green
Industry Real Estate
Experience
Village Green  October 2013 - Present
Irvine Company La Jolla   February 2013 - August 2013
Archstone La Jolla   October 2012 - February 2013
Brokerage Unlimited, Inc.   March 2012 - September 2012
Brokerage Unlimited, Inc.   June 2011 - March 2012
Brokerage Unlimited, Inc.   August 2005 - January 2011

Skills
Apartments, Sales, Training, Customer Service, Marketing, Leases, Rentals, Management, Event Planning, Organization, Friendly Personality, Microsoft Office, OneSite, Fair Housing, Rent Roll, Insurance, Building Relationships, Time Management, Phone Etiquette, MRI, Singing, Acting, Grammar, Leadership, Real Estate, Property Management

Education
Marymount Manhattan College
B.A, Theatre Performance, Minor in Business Management

St. Charles West   2003 — 2007

Roger Lintner Roger Lintner Greater St. Louis Area Details
Roger Lintner's Brokerage Unlimited, Inc. Experience March 2004 - June 2009
Job Owner Financial Care Solutions
Industry Insurance
Experience
Financial Care Solutions   2009 - Present
Brokerage Unlimited, Inc.   March 2004 - June 2009
Eldercare Resource Group   1999 - 2004
Eldercare Resource Group   1999 - 2004

Skills
Long Term Care, Long-term Care, Retirement, Finance, Health Insurance, Commercial Insurance, Long Term Care Insurance, Disability Insurance, Estate Planning, Medicare, Life Insurance, Insurance, Term Life Insurance, Fixed Annuities, Securities, Financial Services, Employee Benefits, 401k, Financial Planners, Underwriting, Property & Casualty..., IRAs

Education
Missouri State University   1983 — 1986
Bachelor of Science, Marketing

Bill Zobrist Bill Zobrist Greater St. Louis Area Details
Bill Zobrist's Brokerage Unlimited, Inc. Experience October 2007 - October 2009
Job Branch Team Lead at Regions Bank
Industry Banking
Experience
Regions Bank  March 2014 - Present
Regions Bank  May 2011 - March 2014
Technisource  January 2011 - February 2011
TEKsystems  March 2010 - October 2010
Brokerage Unlimited, Inc.   October 2007 - October 2009
The Blair Agency   April 2003 - October 2007
Kicking Cow Promotions, Inc   February 2001 - September 2002

Skills
Customer Service, Sales, Time Management, Management, Outlook, Negotiation, Salesforce.com, Insurance, CRM, Account Management, Interviews, Team Building, Retail Banking, Direct Sales, Inside Sales, Microsoft Excel, Microsoft Word, Financial Planners, Word, Excel, Insurance Planning, IRAs, Loan Origination, Loan Servicing, Loans, Annuity Sales, Fixed Annuities, Banking, Team Leadership, Finance, Leadership, Training, Marketing, Sales Management

Education
McKendree University   1996 — 2002
Business Administration, Marketing

Chaminade College Prep   1992 — 1996
General Studies

Jeremy Pounds Jeremy Pounds Greater St. Louis Area Details
Jeremy Pounds's Brokerage Unlimited, Inc. Experience April 2015 - Present
Job Marketing Representative at Brokerage Unlimited, Inc.
Industry Insurance
Experience
Brokerage Unlimited, Inc.   April 2015 - Present
NYLIFE Securities LLC  May 2013 - March 2015
New York Life Insurance Company  May 2013 - March 2015
COUNTRY ® Financial  July 2012 - April 2013
Midwest BankCentre  November 2010 - July 2012
Oakville Inline Hockey   December 2010 - June 2011
University of Missouri  August 2008 - December 2009
Radio shack  December 2005 - August 2009

Skills
Insurance, Retirement Planning, Life Insurance, Financial Services, Term Life Insurance, Asset Protection, Buy-Sell Agreements, Business Succession..., Retirement, Investments, Personal Finance, 401(k) Rollovers, Risk Management

Education
University of Missouri-Columbia   2006 — 2010
B.S, Business Administration; Economics/Real EstateSupport areas; Finance and Banking, Management

Oakville Senior High   2002 — 2006

Courtney Price, MBA Courtney Price, MBA Saint Louis, Missouri Details
Courtney Price, MBA's Brokerage Unlimited, Inc. Experience September 2014 - Present
Job Case Design Consultant at Brokerage Unlimited, Inc.
Industry Financial Services
Experience
Brokerage Unlimited, Inc.   September 2014 - Present
hibu  April 2014 - August 2014
LNU-MSU College of International Business   August 2013 - December 2013
Missouri State University  January 2013 - May 2013
The Campus Special  April 2011 - January 2012

Skills
CRM, Account Management, Leadership, Sales, Marketing, Advertising, Selling, Cold Calling, Product Development, PowerPoint, Event Planning, Customer Service, Marketing Communications, Social Media Marketing, Long Term Care Insurance, Microsoft Word, Microsoft Office, Social Networking, Microsoft Excel, Life Insurance, Social Media

Education
Missouri State University   2012 — 2015
Master of Business Administration (MBA)

Missouri State University   2008 — 2012
Bachelor of Science, Marketing: Sales-Sales Management

Jennifer Kraft Jennifer Kraft Saint Charles, Missouri Details
Jennifer Kraft's Brokerage Unlimited, Inc. Experience 2007 - Present
Job New Business Consultant at Brokerage Unlimited
Industry Insurance
Experience
Brokerage Unlimited, Inc.   2007 - Present
WBUI   2004 - 2007
Northwestern Mutual  2003 - 2004

Skills
Management, Insurance, Life Insurance, Coaching, Microsoft Office, Fundraising, Case Management, Team Building, Marketing

Education
Eastern Illinois University   2000 — 2002
Bachelor of Science (BS), Marketing

Mt. Zion   1992 — 1995

Kristie Haas Kristie Haas Greater St. Louis Area Details
Kristie Haas's Brokerage Unlimited, Inc. Experience July 2009 - June 2010
Job Daltile showroom consultant
Industry Higher Education
Experience
Daltile  July 2013 - Present
Hagan Associates   February 2013 - September 2013
Holly Blumeyer Design Group   November 2012 - February 2013
Stuckenschneider Decoration and Design   March 2012 - August 2012
Le Cordon Bleu College  June 2010 - June 2012
Jipsi's   January 2011 - May 2011
Brokerage Unlimited, Inc.   July 2009 - June 2010
Just Chiropractic   January 2007 - July 2009

Education
St. Louis Community College   2010 — 2012
Associates, Interior Design

Caitlin Mann Caitlin Mann Saint Louis, Missouri Details
Caitlin Mann's Brokerage Unlimited, Inc. Experience January 2011 - September 2012
Job Underwriter at Gateway Underwriters Agency
Industry Insurance
Experience
Gateway Underwriters Agency  September 2012 - Present
Brokerage Unlimited, Inc.   January 2011 - September 2012
DME Media   March 2010 - July 2010
Sheridan's Frozen Custard  2004 - 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Outlook, Advertising Design, Customer Satisfaction, Customer Service, Search Engine..., Needs Analysis, Event Planning, VitalSales Suite, Constant Contact, Social Media, Type 80+ WPM, Conflict Resolution, Market Analysis

Education
University of Missouri-Saint Louis   2009 — 2010
Bachelor of Science (B.S.), Marketing, 3.60

Truman State University   2006 — 2009
Bachelor of Science (B.S.), Marketing, 3.23

Brian Seigel, JD, AEP® Brian Seigel, JD, AEP® Greater St. Louis Area Details
Brian Seigel, JD, AEP®'s Brokerage Unlimited, Inc. Experience September 2008 - Present
Job Director of Advanced Planning at Brokerage Unlimited, Inc.
Industry Insurance
Experience
Brokerage Unlimited, Inc.   September 2008 - Present
Affinity Law Group, LLC  June 2008 - Present
Redler & Seigel, P.C.   February 2000 - June 2008

Skills
Asset Protection, Estate Planning, Strategic Planning, Insurance, Business Planning, Retirement Planning, Life Insurance, Wealth Preservation...

Education
University of Missouri-Columbia School of Law   1993 — 1996
Doctor of Law (J.D.)

C. Brant Steck, CFP® C. Brant Steck, CFP® Saint Louis, Missouri Details
C. Brant Steck, CFP®'s Brokerage Unlimited, Inc. Experience July 2008 - Present
Job Vice President of Brokerage Unlimited, Inc.
Industry Financial Services
Experience
Brokerage Unlimited, Inc.   July 2008 - Present
AXA Advisors  2006 - 2007

Skills
Financial Services, Insurance, Life Insurance, Fixed Annuities, General Insurance, Strategic Planning, Financial Planners, Estate Planning, Long-term Care, Term Life Insurance, Long Term Care Insurance, Financial Planning

Education
Truman State University   2001 — 2004
Bachelor of Arts (BA)

College for Financial Planning   2011 — 2012
CERTIFIED FINANCIAL PLANNER™ Educational Requirements Training