BROKER'S INTERNATIONAL
Industry: Insurance company
DescriptionFounded: 1955 Subsidiary: Brokers International Financial Services, Llc
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BROKER'S INTERNATIONAL Employees
Employee
Years
Job
Industry
Danae Branson Danae Branson's BROKER'S INTERNATIONAL Experience August 1999 - June 2000
Job Founder at Elite Scheduling Services LLC
Industry Financial Services
Experience
Elite Scheduling Services LLC June 2006 - Present
Tastefully Simple April 2012 - August 2014
National Investors March 2004 - June 2006
Home State Bank July 2002 - March 2004
Brokers International August 1999 - June 2000
Skills
Social Media Marketing, Social Media, Marketing, Advertising, Event Planning, Recruiting, Training, Editing, Investments, Public Speaking, Management, Fixed Annuities, 401k, Insurance, Wholesale, Mutual Funds, Access, PowerPoint, Marketing Strategy, Product Marketing, Newsletters, Sales Management, Microsoft Office, Sales Finance, Retirement, Alternative Investments, Financial Advisory, Web Marketing, Business Development, New Business Development, Public Relations, Email Marketing, Life Insurance, Asset Allocation, Small Business, Term Life Insurance, Investment Advisory, Business Planning, Time Management, Sales, IRAs, Retirement Planning, Leadership, Asset Management, Wealth Management, Coaching, Financial Services, Finance, Strategic Financial..., Financial Planning
Education
Iowa State University 1996 — 1999
B.S., Journalism, Public Relations, Sales, Marketing, Management
Iowa State University 1996 — 1999
Journalism and Mass Communications, Journalism, Sales, Marketing, Management, Public Relations
Elite Scheduling Services LLC June 2006 - Present
Tastefully Simple April 2012 - August 2014
National Investors March 2004 - June 2006
Home State Bank July 2002 - March 2004
Brokers International August 1999 - June 2000
Skills
Social Media Marketing, Social Media, Marketing, Advertising, Event Planning, Recruiting, Training, Editing, Investments, Public Speaking, Management, Fixed Annuities, 401k, Insurance, Wholesale, Mutual Funds, Access, PowerPoint, Marketing Strategy, Product Marketing, Newsletters, Sales Management, Microsoft Office, Sales Finance, Retirement, Alternative Investments, Financial Advisory, Web Marketing, Business Development, New Business Development, Public Relations, Email Marketing, Life Insurance, Asset Allocation, Small Business, Term Life Insurance, Investment Advisory, Business Planning, Time Management, Sales, IRAs, Retirement Planning, Leadership, Asset Management, Wealth Management, Coaching, Financial Services, Finance, Strategic Financial..., Financial Planning
Education
Iowa State University 1996 — 1999
B.S., Journalism, Public Relations, Sales, Marketing, Management
Iowa State University 1996 — 1999
Journalism and Mass Communications, Journalism, Sales, Marketing, Management, Public Relations
Troy Christensen, JD, MBA, FLMI, AIRC, ARA's BROKER'S INTERNATIONAL Experience March 1995 - January 2002
Job AVP Product Development at American Equity
Industry Insurance
Experience
American Equity August 2015 - Present
American Equity Investment Life Insurance Company February 2011 - Present
Brokers Health Insurance Network April 2003 - July 2010
Art Jetter & Company September 2002 - July 2010
Brokers International March 1995 - January 2002
Skills
Insurance, Fixed Annuities, Strategic Planning, Insurance Law, Corporate Law, Brokers, Retirement, Contract Negotiation, Corporate Governance, Financial Regulation, Health Insurance, Long-term Care, Employee Benefits, Life Insurance, Term Life Insurance, Disability Insurance, Medicare, Underwriting, Training, Sales, Estate Planning, Claim, Recruiting, 401k, Universal Life
Education
Drake University 1991 — 1994
MBA
Drake University Law School 1991 — 1994
JD
Buena Vista University 1986 — 1990
BA, Management
Guthrie Center
American Equity August 2015 - Present
American Equity Investment Life Insurance Company February 2011 - Present
Brokers Health Insurance Network April 2003 - July 2010
Art Jetter & Company September 2002 - July 2010
Brokers International March 1995 - January 2002
Skills
Insurance, Fixed Annuities, Strategic Planning, Insurance Law, Corporate Law, Brokers, Retirement, Contract Negotiation, Corporate Governance, Financial Regulation, Health Insurance, Long-term Care, Employee Benefits, Life Insurance, Term Life Insurance, Disability Insurance, Medicare, Underwriting, Training, Sales, Estate Planning, Claim, Recruiting, 401k, Universal Life
Education
Drake University 1991 — 1994
MBA
Drake University Law School 1991 — 1994
JD
Buena Vista University 1986 — 1990
BA, Management
Guthrie Center
Carol Mattox Carol Mattox's BROKER'S INTERNATIONAL Experience 2010 - 2011
Job President and Owner of The Mattox Group
Industry Insurance
Experience
The Mattox Group February 2014 - Present
Legacy Financial Network of Grand Rapids January 2009 - February 2014
Brokers International 2010 - 2011
Banker's Life and Casualty 2005 - 2009
New York Life Insurance Company 2004 - 2006
Okaloosa County Board of Education 1999 - 2004
US Army 1984 - 1988
Skills
Fixed Annuities, Term Life Insurance, Retirement Planning, Life Insurance, Long-term Care, Financial Planning, Insurance, Small Business, Retirement, Disability Insurance, Health Insurance, Cold Calling, Critical Illness, General Insurance, IRAs, Long Term Care Insurance, Medicare, Sales, Universal Life, Whole Life, 401k, Asset Allocation, Employee Benefits
Education
University of West Florida 1995 — 1998
B.A., Psycholgoy
Pensacola Junior College
Associate of Science, Liberal Arts
The Mattox Group February 2014 - Present
Legacy Financial Network of Grand Rapids January 2009 - February 2014
Brokers International 2010 - 2011
Banker's Life and Casualty 2005 - 2009
New York Life Insurance Company 2004 - 2006
Okaloosa County Board of Education 1999 - 2004
US Army 1984 - 1988
Skills
Fixed Annuities, Term Life Insurance, Retirement Planning, Life Insurance, Long-term Care, Financial Planning, Insurance, Small Business, Retirement, Disability Insurance, Health Insurance, Cold Calling, Critical Illness, General Insurance, IRAs, Long Term Care Insurance, Medicare, Sales, Universal Life, Whole Life, 401k, Asset Allocation, Employee Benefits
Education
University of West Florida 1995 — 1998
B.A., Psycholgoy
Pensacola Junior College
Associate of Science, Liberal Arts
Emi McCarty-Swope's BROKER'S INTERNATIONAL Experience May 2000 - Present
Job VP, Business Development
Industry Insurance
Experience
Brokers International May 2000 - Present
American Equity May 1999 - May 2000
Skills
Marketing Strategy, Relationship Development, Project Management, IRAs, Life Insurance, Term Life Insurance, Team Leadership, Marketing Communications, Strategic Planning, Fixed Annuities, Marketing, 401k, Estate Planning, Insurance, Financial Planners, Retirement, Retirement Planning, Sales Management, Customer Service, Brokers, New Business Development, Team Building, Disability Insurance, Social Media Marketing, Long-term Care, Contract Negotiation, Health Insurance, Wealth Management, Email Marketing, Investments, Business Development, Account Management, Sales, Strategic Financial...
Education
Iowa State University 1997 — 1999
Bachelor of Liberal Studies, Communications
Arizona State University 1997 — 1998
Brokers International May 2000 - Present
American Equity May 1999 - May 2000
Skills
Marketing Strategy, Relationship Development, Project Management, IRAs, Life Insurance, Term Life Insurance, Team Leadership, Marketing Communications, Strategic Planning, Fixed Annuities, Marketing, 401k, Estate Planning, Insurance, Financial Planners, Retirement, Retirement Planning, Sales Management, Customer Service, Brokers, New Business Development, Team Building, Disability Insurance, Social Media Marketing, Long-term Care, Contract Negotiation, Health Insurance, Wealth Management, Email Marketing, Investments, Business Development, Account Management, Sales, Strategic Financial...
Education
Iowa State University 1997 — 1999
Bachelor of Liberal Studies, Communications
Arizona State University 1997 — 1998
Joe Ferrell Joe Ferrell's BROKER'S INTERNATIONAL Experience 2009 - 2012
Job Retirement Analyzer Trainer at Brokers International Ltd.
Industry Financial Services
Experience
Ferrell Retirement Planning January 2011 - Present
Brokers International Ltd. June 2008 - Present
Brokers International 2009 - 2012
Safeguard Retirement Planning 2001 - December 2011
Skills
Retirement Planning, Business Strategy, Entrepreneurship, Training, New Business Development, Public Speaking, Seminars, Sales Presentations, Sales Process, Retirement Analyzer..., Patents, Retirement, Insurance, Life Insurance, Sales, Marketing, Fixed Annuities, Leadership, Health Insurance, Strategic Financial..., Disability Insurance, Long-term Care, 401k, IRAs, Term Life Insurance, Financial Planners, Small Business, Financial Advisory, Estate Planning, Universal Life, Employee Benefits, Whole Life, Long Term Care Insurance, Medicare, Brokers, Wealth, Pensions, Investments, Financial Services, General Insurance, Series 7, Personal Finance, Underwriting, Mutual Funds, Wealth Management, Investment Advisory
Education
Baylor University 1959 — 1963
Bachelor of Applied Science (B.A.Sc.), Biology, General; Education
Ferrell Retirement Planning January 2011 - Present
Brokers International Ltd. June 2008 - Present
Brokers International 2009 - 2012
Safeguard Retirement Planning 2001 - December 2011
Skills
Retirement Planning, Business Strategy, Entrepreneurship, Training, New Business Development, Public Speaking, Seminars, Sales Presentations, Sales Process, Retirement Analyzer..., Patents, Retirement, Insurance, Life Insurance, Sales, Marketing, Fixed Annuities, Leadership, Health Insurance, Strategic Financial..., Disability Insurance, Long-term Care, 401k, IRAs, Term Life Insurance, Financial Planners, Small Business, Financial Advisory, Estate Planning, Universal Life, Employee Benefits, Whole Life, Long Term Care Insurance, Medicare, Brokers, Wealth, Pensions, Investments, Financial Services, General Insurance, Series 7, Personal Finance, Underwriting, Mutual Funds, Wealth Management, Investment Advisory
Education
Baylor University 1959 — 1963
Bachelor of Applied Science (B.A.Sc.), Biology, General; Education
Dan Bethel Dan Bethel's BROKER'S INTERNATIONAL Experience 2011 - 2013
Job Financial Services
Industry Financial Services
Experience
Bethel Retirement Planning September 2007 - Present
BROKER'S INTERNATIONAL 2011 - 2013
Skills
Asset Allocation, Financial Analysis, Insurance, Investments, Retirement, Employee Benefits, Retirement Planning, Public Speaking, IRAs, Mutual Funds, Training, Management, CRM, Portfolio Management, Financial Services, Securities
Education
University of Phoenix 2002 — 2004
MBA, Business
University of Phoenix 2000 — 2002
BABM, Business Management
Bethel Retirement Planning September 2007 - Present
BROKER'S INTERNATIONAL 2011 - 2013
Skills
Asset Allocation, Financial Analysis, Insurance, Investments, Retirement, Employee Benefits, Retirement Planning, Public Speaking, IRAs, Mutual Funds, Training, Management, CRM, Portfolio Management, Financial Services, Securities
Education
University of Phoenix 2002 — 2004
MBA, Business
University of Phoenix 2000 — 2002
BABM, Business Management
Matt Corbett Matt Corbett's BROKER'S INTERNATIONAL Experience 2001 - Present
Job Team Supervisor | Suitability Specialist
Industry Insurance
Experience
Brokers International 2001 - Present
Shaw Industries May 2000 - July 2001
Skills
Fixed Annuities, Insurance, IRAs, Retirement, Retirement Planning, Life Insurance, Term Life Insurance, 401k, Brokers, Disability Insurance, Employee Benefits, Financial Planners, Financial Advisory, Training
Education
Simpson College 1996 — 2000
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Brokers International 2001 - Present
Shaw Industries May 2000 - July 2001
Skills
Fixed Annuities, Insurance, IRAs, Retirement, Retirement Planning, Life Insurance, Term Life Insurance, 401k, Brokers, Disability Insurance, Employee Benefits, Financial Planners, Financial Advisory, Training
Education
Simpson College 1996 — 2000
Bachelor's degree, Business, Management, Marketing, and Related Support Services
John Hersom John Hersom's BROKER'S INTERNATIONAL Experience November 2013 - Present
Job Support Desk Technician at Brokers International
Industry Computer Hardware
Experience
Brokers International November 2013 - Present
Pro Cooperative August 2011 - November 2013
Pocahontas County Conservation May 2007 - July 2011
South Dakota State University October 2009 - October 2010
Skills
Computer Hardware, Computer Maintenance, Customer Service, Customer Satisfaction, Computer Repair, Active Directory, Maintenance & Repair, Help Desk Support, Wildlife Conservation, Interpersonal Skill, Ghost Imaging
Education
South Dakota State University 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Wildlife and Fishery Sciences
Buena Vista University 2006 — 2007
Brokers International November 2013 - Present
Pro Cooperative August 2011 - November 2013
Pocahontas County Conservation May 2007 - July 2011
South Dakota State University October 2009 - October 2010
Skills
Computer Hardware, Computer Maintenance, Customer Service, Customer Satisfaction, Computer Repair, Active Directory, Maintenance & Repair, Help Desk Support, Wildlife Conservation, Interpersonal Skill, Ghost Imaging
Education
South Dakota State University 2008 — 2010
Bachelor of Applied Science (B.A.Sc.), Wildlife and Fishery Sciences
Buena Vista University 2006 — 2007
Joe Ferrell Joe Ferrell's BROKER'S INTERNATIONAL Experience 2008 - 2011
Job Owner, Safeguard Retirement Planning
Industry Financial Services
Experience
Safeguard Retirement Planning October 2000 - Present
Brokers International 2008 - 2011
Raytheon Technical Services Company June 1995 - October 2000
Education
Baylor University 1959 — 1963
BS, Biology, Education
Safeguard Retirement Planning October 2000 - Present
Brokers International 2008 - 2011
Raytheon Technical Services Company June 1995 - October 2000
Education
Baylor University 1959 — 1963
BS, Biology, Education
Shawn Mora Shawn Mora's BROKER'S INTERNATIONAL Experience April 2014 - December 2014
Job Owner at Hana Holdings LLC
Industry Retail
Experience
Hana Holdings LLC June 2015 - Present
Gradient Investments December 2014 - May 2015
Brokers International April 2014 - December 2014
Sammons Retirement Solutions December 2012 - April 2014
Simmers Financial Group December 2011 - December 2012
Simmers Financial Group March 2011 - December 2011
Simmers Financial Group June 2010 - March 2011
YBM International Academy 2006 - 2007
YES Youngdo 2005 - 2006
Jerry Grant Realty 2002 - 2005
Skills
Organizational..., Customer Relations, Team Building, Sales Presentations, Group Presentations, Marketing Communications, Asset Management, Insurance, Compliance, Sales Management, Strategic Planning, Strategic Leadership, Mergers and Acquisitions, Contract Negotiations, Verbal and Written..., Financial..., Forecasting, Corporte and Operations..., Portfolio Performance..., Customer Service, Public Relations, Cash Management, Project Management, Data Management, Business Process..., Revenue Diversification, Change Management, P & L Management, Executive Leadership, Direct Sales, Business Processes, Profit Optimization, Recruiting, Policies/Internal..., Business Development, Employee Development, Client Retention, Marketing, Leadership, Finance, Sales Operations, Sales, Life Insurance, CRM, Training, Management, Mutual Funds, Retirement Planning, Fixed Annuities, Securities
Education
California State Polytechnic University-Pomona
M.B.A., Emphasis in Marketing
University of Florida
B.A., History
Hana Holdings LLC June 2015 - Present
Gradient Investments December 2014 - May 2015
Brokers International April 2014 - December 2014
Sammons Retirement Solutions December 2012 - April 2014
Simmers Financial Group December 2011 - December 2012
Simmers Financial Group March 2011 - December 2011
Simmers Financial Group June 2010 - March 2011
YBM International Academy 2006 - 2007
YES Youngdo 2005 - 2006
Jerry Grant Realty 2002 - 2005
Skills
Organizational..., Customer Relations, Team Building, Sales Presentations, Group Presentations, Marketing Communications, Asset Management, Insurance, Compliance, Sales Management, Strategic Planning, Strategic Leadership, Mergers and Acquisitions, Contract Negotiations, Verbal and Written..., Financial..., Forecasting, Corporte and Operations..., Portfolio Performance..., Customer Service, Public Relations, Cash Management, Project Management, Data Management, Business Process..., Revenue Diversification, Change Management, P & L Management, Executive Leadership, Direct Sales, Business Processes, Profit Optimization, Recruiting, Policies/Internal..., Business Development, Employee Development, Client Retention, Marketing, Leadership, Finance, Sales Operations, Sales, Life Insurance, CRM, Training, Management, Mutual Funds, Retirement Planning, Fixed Annuities, Securities
Education
California State Polytechnic University-Pomona
M.B.A., Emphasis in Marketing
University of Florida
B.A., History
Kelly Madsen's BROKER'S INTERNATIONAL Experience August 2014 - Present
Job Marketing Communications Strategist at Brokers International
Industry Public Relations and Communications
Experience
Brokers International August 2014 - Present
Hopeful Africa August 2012 - Present
Iowa Energy Center October 2012 - May 2014
Iowa NSF EPSCoR May 2013 - August 2013
Education
Iowa State University 2010 — 2014
College of Liberal Arts and Sciences
Brokers International August 2014 - Present
Hopeful Africa August 2012 - Present
Iowa Energy Center October 2012 - May 2014
Iowa NSF EPSCoR May 2013 - August 2013
Education
Iowa State University 2010 — 2014
College of Liberal Arts and Sciences
Ryan McCarty Ryan McCarty's BROKER'S INTERNATIONAL Experience September 2004 - September 2008
Job Chief Distribution Officer, Partner at Megastar Advisors
Industry Financial Services
Experience
Megastar Advisors March 2014 - Present
USA Tax & Insurance Services September 2008 - March 2014
USA Tax & Insurance Services September 2009 - September 2010
USA Tax & Insurance Services September 2008 - September 2009
Brokers International September 2004 - September 2008
Skills
Health, Managed Money, Insurance, Financial Planning, Investments, Trusted Advisor, Indexed Annuities, Variable Annuities, Life Insurance, Integrity, Strategic Financial..., Financial Advisory, Fixed Annuities, Financial Planners, IRAs, Term Life Insurance, Disability Insurance, Retirement, Wealth Management, Retirement Planning, Securities, Investment Advisory, Highly personable, Highly resourceful, Highly responsible, Highly motivated..., Highly Dedicated, Financial Services
Education
Iowa State University 2004 — 2008
Bachelor of Science, Finance
Guthrie Center High School 2000 — 2004
Megastar Advisors March 2014 - Present
USA Tax & Insurance Services September 2008 - March 2014
USA Tax & Insurance Services September 2009 - September 2010
USA Tax & Insurance Services September 2008 - September 2009
Brokers International September 2004 - September 2008
Skills
Health, Managed Money, Insurance, Financial Planning, Investments, Trusted Advisor, Indexed Annuities, Variable Annuities, Life Insurance, Integrity, Strategic Financial..., Financial Advisory, Fixed Annuities, Financial Planners, IRAs, Term Life Insurance, Disability Insurance, Retirement, Wealth Management, Retirement Planning, Securities, Investment Advisory, Highly personable, Highly resourceful, Highly responsible, Highly motivated..., Highly Dedicated, Financial Services
Education
Iowa State University 2004 — 2008
Bachelor of Science, Finance
Guthrie Center High School 2000 — 2004
Gina Cunningham , CPA, MBA Gina Cunningham , CPA, MBA's BROKER'S INTERNATIONAL Experience April 2014 - April 2015
Job AVP, Investment Accounting & Reporting at Fidelity & Guaranty Life
Industry Financial Services
Experience
Fidelity & Guaranty Life April 2015 - Present
Brokers International April 2014 - April 2015
Athene Holdings April 2005 - April 2014
Office of Auditor of State of Iowa June 1997 - April 2005
Skills
investment accounting, auditing, solvency II, SAS70, SOC 1, Oracle, PAM for Securities, PAM for Mortgages, STAT, IFRS, insurance, Team Leadership, FAS 157, ifrs 7, Accounting, Auditing, Solvency II, Insurance, Financial Reporting, Fixed Income, Financial Analysis, Financial Audits, Leadership, Account Reconciliation, Risk Management, Bloomberg, Management, Portfolio Management, Fund Accounting, Financial Statements, Internal Controls, US GAAP, Asset Management, Sarbanes-Oxley Act, Enterprise Risk..., Fund Of Funds, Hedge Funds, Investments, Derivatives, Financial Services, Financial Accounting, Alternative Investments, External Audit, Finance, Middle Office, Bloomberg Terminal, Securities, Statutory Accounting, General Ledger, Bonds
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2014
Masters of Business Administration
Iowa State University - College of Business 1993 — 1997
Accounting, Accounting, Finance
Ankeny High School 1989 — 1993
Fidelity & Guaranty Life April 2015 - Present
Brokers International April 2014 - April 2015
Athene Holdings April 2005 - April 2014
Office of Auditor of State of Iowa June 1997 - April 2005
Skills
investment accounting, auditing, solvency II, SAS70, SOC 1, Oracle, PAM for Securities, PAM for Mortgages, STAT, IFRS, insurance, Team Leadership, FAS 157, ifrs 7, Accounting, Auditing, Solvency II, Insurance, Financial Reporting, Fixed Income, Financial Analysis, Financial Audits, Leadership, Account Reconciliation, Risk Management, Bloomberg, Management, Portfolio Management, Fund Accounting, Financial Statements, Internal Controls, US GAAP, Asset Management, Sarbanes-Oxley Act, Enterprise Risk..., Fund Of Funds, Hedge Funds, Investments, Derivatives, Financial Services, Financial Accounting, Alternative Investments, External Audit, Finance, Middle Office, Bloomberg Terminal, Securities, Statutory Accounting, General Ledger, Bonds
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2014
Masters of Business Administration
Iowa State University - College of Business 1993 — 1997
Accounting, Accounting, Finance
Ankeny High School 1989 — 1993
Ben Gipple Ben Gipple's BROKER'S INTERNATIONAL Experience May 2014 - September 2014
Job Program Manager at UTC Aerospace Systems
Industry Airlines/Aviation
Experience
UTC Aerospace Systems September 2014 - Present
Brokers International May 2014 - September 2014
UTC Aerospace Systems May 2012 - March 2014
Legacy PR August 2011 - August 2013
Fresh Start Industrial Cleaning LLC January 2011 - July 2011
Iowa Cubs October 2009 - August 2010
Skills
Business Startup, Adobe Creative Suite, Writing, Advertising, Public Relations, InDesign, Public Speaking, Team Leadership, Social Media Marketing, Media Relations, Corporate Communications, Corporate Branding, Social Networking, Social Media, Facebook, Marketing Communications
Education
University of Northern Iowa 2010 — 2014
BA, Public Relations/Marketing
Waukee High School 2006 — 2010
UTC Aerospace Systems September 2014 - Present
Brokers International May 2014 - September 2014
UTC Aerospace Systems May 2012 - March 2014
Legacy PR August 2011 - August 2013
Fresh Start Industrial Cleaning LLC January 2011 - July 2011
Iowa Cubs October 2009 - August 2010
Skills
Business Startup, Adobe Creative Suite, Writing, Advertising, Public Relations, InDesign, Public Speaking, Team Leadership, Social Media Marketing, Media Relations, Corporate Communications, Corporate Branding, Social Networking, Social Media, Facebook, Marketing Communications
Education
University of Northern Iowa 2010 — 2014
BA, Public Relations/Marketing
Waukee High School 2006 — 2010
Alison Stucker-Young's BROKER'S INTERNATIONAL Experience 1999 - 2005
Job Director Marketing, Contracting & Compliance, Davis Life & Annuity
Industry Financial Services
Experience
Davis Life Brokerage Women's Mentoring agent networkBrokers International1999 - 2005
Brokers International 1999 - 2005
Skills
Marketing Strategy, Insurance, Sales Management, Marketing Management, Event Management, Indexed Annuities, Regulatory Compliance, Training & Development, Sales, Sales Presentations, Marketing Communications, Email Marketing, Fixed Annuities
Education
Iowa State University
Wenatchee Valley College, Omak Washington
Tonasket High School
Davis Life Brokerage Women's Mentoring agent networkBrokers International1999 - 2005
Brokers International 1999 - 2005
Skills
Marketing Strategy, Insurance, Sales Management, Marketing Management, Event Management, Indexed Annuities, Regulatory Compliance, Training & Development, Sales, Sales Presentations, Marketing Communications, Email Marketing, Fixed Annuities
Education
Iowa State University
Wenatchee Valley College, Omak Washington
Tonasket High School
Roger Haines Roger Haines's BROKER'S INTERNATIONAL Experience March 2006 - September 2012
Job Technology Concierge
Industry Information Technology and Services
Experience
Nyemaster Goode January 2013 - June 2014
Brokers International March 2006 - September 2012
Nationwide Insurance November 2000 - March 2006
CompUSA June 1997 - November 2000
Skills
Management, Leadership, Process Improvement, Insurance, Customer Service, Relationship Management, Team Leadership, Information Technology, Financial Services, Marketing, Small Business, Risk Management, Training, B2B, Business Analysis, Team Building, Project Management, Coaching, IT Strategy, Networking, Disaster Recovery, Microsoft Office, System Administration, CRM, Strategic Planning, Analysis, Active Directory
Education
Des Moines Area Community College 1989 — 1991
Associate's Degree
Nyemaster Goode January 2013 - June 2014
Brokers International March 2006 - September 2012
Nationwide Insurance November 2000 - March 2006
CompUSA June 1997 - November 2000
Skills
Management, Leadership, Process Improvement, Insurance, Customer Service, Relationship Management, Team Leadership, Information Technology, Financial Services, Marketing, Small Business, Risk Management, Training, B2B, Business Analysis, Team Building, Project Management, Coaching, IT Strategy, Networking, Disaster Recovery, Microsoft Office, System Administration, CRM, Strategic Planning, Analysis, Active Directory
Education
Des Moines Area Community College 1989 — 1991
Associate's Degree
Lindsey Clark Lindsey Clark's BROKER'S INTERNATIONAL Experience August 2011 - May 2014
Job Business Development Specialist at Megastar Advisors
Industry Insurance
Experience
Megastar Advisors May 2014 - Present
Brokers International August 2011 - May 2014
Skills
Marketing, Retirement Planning, Financial Services, Annuity Sales, General Insurance, Retirement, Financial Advisory, Indexed Annuities, Small Business, Employee Benefits, Customer Service, Savings, Marketing Strategy, Product Support, Asset Allocation, Roth IRA, Insurance, Building Relationships, Financial Goals, IRAs, Annuities, Fixed Annuities
Education
University of Colorado at Boulder 2006 — 2011
Economics, Philosophy
Megastar Advisors May 2014 - Present
Brokers International August 2011 - May 2014
Skills
Marketing, Retirement Planning, Financial Services, Annuity Sales, General Insurance, Retirement, Financial Advisory, Indexed Annuities, Small Business, Employee Benefits, Customer Service, Savings, Marketing Strategy, Product Support, Asset Allocation, Roth IRA, Insurance, Building Relationships, Financial Goals, IRAs, Annuities, Fixed Annuities
Education
University of Colorado at Boulder 2006 — 2011
Economics, Philosophy
Tony Pei Tony Pei's BROKER'S INTERNATIONAL Experience 2010 - 2012
Job Company at Nelson & Company Wealth Management
Industry Financial Services
Experience
Nelson & Company Wealth Management August 2010 - Present
Brokers International 2010 - 2012
Capitol One January 2005 - April 2009
Skills
Investments, Wealth Management, Financial Risk, Microsoft Office, Microsoft Excel, Analysis, Customer Service, Retirement, Management
Education
Johnson County Community College 2005 — 2008
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Olathe North High school 2000 — 2004
Olathe North High school 2000 — 2004
Nelson & Company Wealth Management August 2010 - Present
Brokers International 2010 - 2012
Capitol One January 2005 - April 2009
Skills
Investments, Wealth Management, Financial Risk, Microsoft Office, Microsoft Excel, Analysis, Customer Service, Retirement, Management
Education
Johnson County Community College 2005 — 2008
Associate's degree, Liberal Arts and Sciences, General Studies and Humanities
Olathe North High school 2000 — 2004
Olathe North High school 2000 — 2004
Anne Steinhausen Anne Steinhausen's BROKER'S INTERNATIONAL Experience February 2007 - May 2009
Job Senior Sales Manager at Hilton Omaha
Industry Hospitality
Experience
Hilton Omaha June 2011 - June 2013
Brokers International February 2007 - May 2009
Omni Interlocken Resort 2002 - 2004
Education
Colorado State University 1997 — 2001
BA, Public Relations and Broadcast Journalism
Hilton Omaha June 2011 - June 2013
Brokers International February 2007 - May 2009
Omni Interlocken Resort 2002 - 2004
Education
Colorado State University 1997 — 2001
BA, Public Relations and Broadcast Journalism
Lisa M. Randall Lisa M. Randall's BROKER'S INTERNATIONAL Experience November 2008 - October 2010
Job Producer Contact Manager at MVP Service Solutions
Industry Insurance
Experience
MVP Service Solutions December 2013 - Present
The Pampered Chef June 2013 - January 2015
Aviva USA October 2011 - July 2013
Adecco May 2011 - October 2011
Fred Meyer Jewelers October 2010 - May 2011
Brokers International November 2008 - October 2010
Aviva USA March 2006 - November 2008
Farm Bureau Financial Services October 2005 - March 2006
MetLife Investors June 2001 - October 2005
Skills
Problem Solving, Customer Service, Building Relationships, Event Management, Business Development, Life Insurance, Retirement Planning, Relationship Management, Training, Team Building, Brand Ambassadors, Work Ethic, Product Marketing, Variable Annuities, Insurance, Underwriting, Reinsurance, Long-term Care, Term Life Insurance, Brokers, Employee Benefits, Retirement, Coaching, Disability Insurance, Management, Fixed Annuities, General Insurance, Sales, Health Insurance, Strategic Financial..., 401k, Financial Services, Whole Life, Universal Life, Long Term Care Insurance, Estate Planning, IRAs, Financial Planners, Property & Casualty..., Investments, Claim, Mutual Funds, Financial Planning
Education
Des Moines Area Community College 1997 — 1998
Psychology
MVP Service Solutions December 2013 - Present
The Pampered Chef June 2013 - January 2015
Aviva USA October 2011 - July 2013
Adecco May 2011 - October 2011
Fred Meyer Jewelers October 2010 - May 2011
Brokers International November 2008 - October 2010
Aviva USA March 2006 - November 2008
Farm Bureau Financial Services October 2005 - March 2006
MetLife Investors June 2001 - October 2005
Skills
Problem Solving, Customer Service, Building Relationships, Event Management, Business Development, Life Insurance, Retirement Planning, Relationship Management, Training, Team Building, Brand Ambassadors, Work Ethic, Product Marketing, Variable Annuities, Insurance, Underwriting, Reinsurance, Long-term Care, Term Life Insurance, Brokers, Employee Benefits, Retirement, Coaching, Disability Insurance, Management, Fixed Annuities, General Insurance, Sales, Health Insurance, Strategic Financial..., 401k, Financial Services, Whole Life, Universal Life, Long Term Care Insurance, Estate Planning, IRAs, Financial Planners, Property & Casualty..., Investments, Claim, Mutual Funds, Financial Planning
Education
Des Moines Area Community College 1997 — 1998
Psychology
Eugene Coyle,CFP®,ChFC®'s BROKER'S INTERNATIONAL Experience 2006 - 2013
Job CERTIFIED FINANCIAL PLANNER Practitioner at Advisors Circle Financial & Insurance Group, LLC
Industry Financial Services
Experience
Advisors Circle Financial & Insurance Group, LLC October 2012 - Present
Coyle & Associates, LLC November 2001 - Present
Brokers International 2006 - 2013
Delott & Associates, Inc November 2001 - September 2012
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Estate Planning, Insurance, Investment Strategies, Small Business, Certified Financial..., Retirement, 401k, Wealth Management, Financial Planners, Leadership, Long-term Care, Financial Advisory, Securities, Investments, Disability Insurance, Sales Management, Wealth Accumulation, Mutual Funds, Term Life Insurance, Asset Allocation, Finance, Sales, Investment Advisory, Start-ups, IRAs, Roth IRA, Strategic Financial..., Series 7, Long Term Care Insurance, 401k Rollovers, Wealth
Education
DePaul University 1984 — 1988
BA, Business Marketing, Human Resource Management
College of Financial Planning 2006 — 2009
CERTIFIED FINANCIAL PLANNER (TM)
The American College
ChFC (Chartered Financial Consultant)
Advisors Circle Financial & Insurance Group, LLC October 2012 - Present
Coyle & Associates, LLC November 2001 - Present
Brokers International 2006 - 2013
Delott & Associates, Inc November 2001 - September 2012
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Estate Planning, Insurance, Investment Strategies, Small Business, Certified Financial..., Retirement, 401k, Wealth Management, Financial Planners, Leadership, Long-term Care, Financial Advisory, Securities, Investments, Disability Insurance, Sales Management, Wealth Accumulation, Mutual Funds, Term Life Insurance, Asset Allocation, Finance, Sales, Investment Advisory, Start-ups, IRAs, Roth IRA, Strategic Financial..., Series 7, Long Term Care Insurance, 401k Rollovers, Wealth
Education
DePaul University 1984 — 1988
BA, Business Marketing, Human Resource Management
College of Financial Planning 2006 — 2009
CERTIFIED FINANCIAL PLANNER (TM)
The American College
ChFC (Chartered Financial Consultant)
Darcy Gliem's BROKER'S INTERNATIONAL Experience 2012 - 2015
Job Owner at Gliem Consulting
Industry Accounting
Experience
Gliem Consulting May 2008 - Present
Brokers International 2012 - 2015
Hometown Perry, Iowa July 2002 - April 2008
Pattee Enterprises July 2002 - April 2008
Wells Fargo 2001 - 2002
The Associates 1998 - 2001
Skills
Accounting, Mergers, Financial Analysis, Financial Reporting, Strategic Financial..., Auditing, Financial Modeling, Sarbanes-Oxley Act, Account Reconciliation, Managerial Finance, Cash Management, Forecasting, Mergers & Acquisitions, Financial Accounting, Bank Reconciliation
Education
University of Northern Iowa 1989 — 1994
BS, Accounting
Panora-Linden High School 1984 — 1989
Gliem Consulting May 2008 - Present
Brokers International 2012 - 2015
Hometown Perry, Iowa July 2002 - April 2008
Pattee Enterprises July 2002 - April 2008
Wells Fargo 2001 - 2002
The Associates 1998 - 2001
Skills
Accounting, Mergers, Financial Analysis, Financial Reporting, Strategic Financial..., Auditing, Financial Modeling, Sarbanes-Oxley Act, Account Reconciliation, Managerial Finance, Cash Management, Forecasting, Mergers & Acquisitions, Financial Accounting, Bank Reconciliation
Education
University of Northern Iowa 1989 — 1994
BS, Accounting
Panora-Linden High School 1984 — 1989
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO