Brokerage Unlimited, Inc.
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Brokerage Unlimited, Inc. Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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