Cavalier Associates
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Cavalier Associates Employees
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
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
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
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
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
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
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
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
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
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
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