Cavalier Associates

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Cavalier Associates Employees

Employee
Years
Job
Industry
Ashton Rief Ashton Rief Newport Beach, California Details
Ashton Rief's Cavalier Associates Experience December 2014 - Present
Job Case Manager, Internal Wholesaler at Cavalier Associates
Industry Insurance
Experience
Cavalier Associates   December 2014 - Present
Balanced Strategies, LLC   February 2012 - Present
Rief Media   May 2011 - February 2012
Daily Brothers Real Estate   May 2011 - February 2012

Skills
PowerPoint, Microsoft Word, Microsoft Excel, WinFlex Web, Social Media, Business Planning, New Business Development, Marketing, Customer Service, Project Planning, Spanish, Negotiation, Management, Social Networking, Time Management, Event Planning, Leadership, Microsoft Office, Social Media Marketing

Education
University of Arizona   2006 — 2010
Bachelor of Art, Elementary Education, Minor in Political Science

University of Barcelona/CEA Global Campus   2009 — 2009

Alan Bennett Alan Bennett Westlake Village, California Details
Alan Bennett's Cavalier Associates Experience December 2014 - Present
Job Sales Vice President at Cavalier Associates
Industry Insurance
Experience
Cavalier Associates   December 2014 - Present
National Insurance Brokerage  December 2011 - November 2014
Highland Capital Brokerage  July 2010 - December 2011
ABH & ASSOCIATES   January 1994 - June 2010
BISYS Fund Services  2000 - 2006

Skills
Advance Planning, Cutting Edge Ideas, Hybrid Life Insurance, Premium Financing, Policy Improvement, Disability Insurance, Term Life Insurance, Underwriting, Finance, Property & Casualty..., Strategy, Universal Life, Retirement Planning, Employee Benefits, Fixed Annuities, Health Insurance, Brokers, Whole Life, Estate Planning, IRAs, Financial Planners, Critical Illness, Sales, Series 6, Real Estate, Financial Advisory, Time Management, Wealth Management, Policy, Retirement, 401k, Wealth, Investments, Personal Finance, Strategic Financial..., Negotiation, Series 65, Roth IRA, Project Planning, Mutual Funds, Access, Commercial Insurance, Wealth Accumulation, Marketing, Securities, Series 7, Series 63, Financial Planning, Long-term Care

Education
Seton Hall University   1978 — 1982
BS, marketing and business

David Kopaloff David Kopaloff Westlake Village, California Details
David Kopaloff's Cavalier Associates Experience September 2005 - Present
Job Marketing Consultant at Cavalier Associates
Industry Insurance
Experience
Cavalier Associates   September 2005 - Present
Kopaloff Insurance Consulting   September 2005 - Present
Leisure Werden & Terry Agency   October 2002 - September 2005

Skills
Disability Insurance, Life Insurance, Estate Planning, Succession Planning, Risk Management, Fixed Annuities, Estate Tax Planning, Retirement Planning, Long-term Care, Financial Planning, High Net Worth..., Underwriting, Insurance

Education
San Diego State University-California State University   1985 — 1990
Bachelor's degree

Notre Dame High School

Patrick Norton Patrick Norton Orange County, California Area Details
Patrick Norton's Cavalier Associates Experience September 2008 - August 2009
Job Managing Partner / Founder at ISN Premier
Industry Insurance
Experience
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

Amanda Carullo Amanda Carullo Greater New York City Area Details
Amanda Carullo's Cavalier Associates Experience June 2006 - September 2008
Job Entrepreneur
Industry Accounting
Experience
Koshers & Company, CPA, LLC   September 2013 - Present
La Sala, CPA, P.C.   March 2012 - September 2013
Legend Nissan  January 2012 - April 2012
Cavalier Associates   June 2006 - September 2008

Skills
Consistent

Education
State University of New York College at Old Westbury   2014 — 2016
Accounting

dowling   2009 — 2010
Accounting

Suffolk County Community College   2007 — 2009
Associate's degree, Accounting

Matt Kuznetsky Matt Kuznetsky Greater Los Angeles Area Details
Matt Kuznetsky's Cavalier Associates Experience June 2006 - December 2010
Job Agent at LBA Insurance Services
Industry Insurance
Experience
LBA Insurance Services   January 2011 - Present
Cavalier Associates   June 2006 - December 2010

Skills
Life Insurance, Employee Benefits, Health Insurance, Health Care Reform, Insurance, Term Life Insurance, Sales, Disability Insurance, Underwriting, Universal Life, Whole Life, Long-term Care, Marketing

Education
University of California, Santa Barbara   1999 — 2003
B.A., Business Economics

William Howard Taft High School   1996 — 1999
High School Diploma, Graduated with Honors

Kathryn McGrew Kathryn McGrew Greater Los Angeles Area Details
Kathryn McGrew's Cavalier Associates Experience 2013 - Present
Job Annuity, Disability, and Long Term Care Internal Wholesaler at Cavalier Associates
Industry Insurance
Experience
Cavalier Associates   2013 - Present
Cavalier Associates Insurance Services  April 2011 - October 2013
Carewatch Care Services Ltd   January 2008 - September 2009
Debt Termination Services   2004 - 2005
Maylon Mortgage   March 2002 - May 2003

Skills
Insurance, Fixed Annuities, Disability Insurance, Health Insurance, Marketing, Long-term Care, Long Term Care Insurance, Customer Service, Small Business, Term Life Insurance, Life Insurance, Strategic Financial..., Employee Benefits, Estate Planning, Underwriting, Financial Planning, Retirement Planning

Education
Academy of Contemporary Music   2006 — 2008
Music Business

Lee Strasberg Theatre Institute   2004 — 2005
Method Acting

Moorpark College   2003 — 2004
Forensics

Adam Levine Adam Levine Westlake Village, California Details
Adam Levine's Cavalier Associates Experience April 2014 - May 2015
Job Helping you Grow Your Life Business
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc.   May 2015 - Present
Cavalier Associates   April 2014 - May 2015
Allstate  November 2013 - April 2014
Answer Financial  December 2010 - November 2013
Allied Financial Network   May 2009 - April 2012
eVerstising Online   November 2008 - December 2010
Kingsbridge Marketing Partners   June 2007 - November 2008
Century List Service   2004 - 2007

Skills
Real Estate, FHA, Investment Properties, Leadership, Mortgage Lending, Marketing, Sales Process, Customer Service, Advertising, Lead Generation, Direct Sales, Online Lead Generation, Business Development, Sales, Insurance, Finance, Financial Services, Life Insurance, Investments, Retirement Planning, Financial Planning, Disability Insurance, Fixed Annuities, Strategic Planning

Education
Pierce College   2000 — 2003

Chatsworth High School   1995 — 1999

Jennifer Renee Garcia Jennifer Renee Garcia Greater Los Angeles Area Details
Jennifer Renee Garcia's Cavalier Associates Experience April 2005 - June 2007
Job Event & Commercial Photographer
Industry Media Production
Experience
Scarlet & Grace Weddings   January 2014 - Present
JenRenee Photography   January 2010 - Present
WellPoint  June 2011 - April 2014
WellPoint  May 2009 - June 2011
WellPoint  June 2007 - May 2009
Cavalier Associates   April 2005 - June 2007

Skills
Sales, Account Management, Sales Management, Customer Service, Cold Calling, New Business Development, Call Center, Sales Presentations, Marketing, Strategic Planning, Team Building, Business Development, Employee Benefits, Health Insurance, Healthcare, Managed Care, Medicare, Training

Education
American InterContinental University   2004 — 2005
Associate of Arts (AA), Business Administration and Management, General

Brooks Institute of Photography   2004 — 2004
Design and Visual Communications, General

New York University   1997 — 1997
Neural Science

Reynolds Johnson Reynolds Johnson Sacramento, California Area Details
Reynolds Johnson's Cavalier Associates Experience May 1995 - Present
Job Life Agent at CPS Sacramento
Industry Insurance
Experience
Cavalier Associates   May 1995 - Present
World Book-Childcraft   February 1984 - April 1995

Skills
Marketing Communications, Insurance, Retirement, Social Media, Sales, Training, Finance, Selling

Education
University of North Carolina at Chapel Hill   1973 — 1975
none, French

Davidson College   1968 — 1972
BA, French

Minna Kim Minna Kim Burbank, California Details
Minna Kim's Cavalier Associates Experience February 2014 - Present
Job Case Manager
Industry Insurance
Experience
Cavalier Associates   February 2014 - Present
College Nannies & Tutors  2012 - April 2013
Top Banana Productions   July 2012 - July 2012

Skills
Social Networking, Social Media, Childcare, Data Entry, Microsoft Office, Customer Service, Music, Sewing, Fashion, Musical Theatre, Creative Writing, Fundraising, Volunteer Management, Film, Community Outreach

Education
University of California, Santa Barbara   2007 — 2011
Costume Design