Cavalier Associates Insurance Services

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Cavalier Associates Insurance Services Employees

Employee
Years
Job
Industry
Jon Haber Jon Haber San Diego, California Details
Jon Haber's Cavalier Associates Insurance Services Experience April 2013 - December 2014
Job Digital Communications Manager at The San Diego Foundation
Industry Philanthropy
Experience
The San Diego Foundation  December 2014 - Present
Cavalier Associates Insurance Services   April 2013 - December 2014
ExakTime  June 2010 - April 2013
Glendale News-Press  May 2010 - December 2011
Los Angeles Dodgers  January 2010 - June 2010
Annenberg International Programs   August 2009 - May 2010
USC Daily Trojan  August 2006 - May 2010
MTV Networks  September 2009 - December 2009
Glendale News-Press  June 2009 - September 2009
AP Sports   March 2009 - June 2009

Skills
Copywriting, Marketing Communications, Advertising, Brand Development, SEO copywriting, PPC, Online Marketing, Blogging, Online Advertising, Social Media Marketing, Facebook, Promotions, Website Development, Affiliate Marketing, Marketing Strategy, Direct Marketing, Product Marketing, Email Marketing, Journalism, Online Journalism, Multimedia Journalism, Digital Journalism, Sports Writing, New Media, SEO, Digital Marketing, Newsletters, Video, Social Media, Editing, Feature Articles, Broadcast, Marketing, Storytelling, Press Releases, Video Editing, Web Design

Education
University of Southern California   2006 — 2010
Bachelor of Arts, Journalism, Communication

City University London   2009 — 2009
Bachelor of Arts, Journalism

Heather Nappi Heather Nappi Santa Rosa, California Details
Heather Nappi's Cavalier Associates Insurance Services Experience May 2007 - March 2010
Job In House Marketing Representative
Industry Hospitality
Experience
Capital Reporting Company  March 2010 - Present
CCCSO   November 2013 - September 2014
Cavalier Associates Insurance Services   May 2007 - March 2010

Education
California State University-Sacramento   2002 — 2006
Bachelor of Science (B.S.), Criminal Justice/Police Science

Cristina Secondino Cristina Secondino Greater Los Angeles Area Details
Cristina Secondino's Cavalier Associates Insurance Services Experience May 2006 - Present
Job Case Manager at Cavalier Associates Insurance Services
Industry Insurance
Experience
Cavalier Associates Insurance Services   May 2006 - Present

Skills
Customer Service, Life Insurance, Term Life Insurance, Underwriting, Strategic Planning, Risk Management, Investments, Estate Planning, Insurance, Long-term Care, Health Insurance, Fixed Annuities, Employee Benefits, Disability Insurance, Financial Planners

Education
Moorpark College

Wendy Reichhelm Wendy Reichhelm Greater Los Angeles Area Details
Wendy Reichhelm's Cavalier Associates Insurance Services Experience July 2005 - January 2011
Job President at WMR Insurance Marketing
Industry Insurance
Experience
WMR, Inc.   February 2011 - Present
Cavalier Associates Insurance Services   July 2005 - January 2011
Total Financial and Insurance Services, Inc.   May 1996 - July 2005
Transamerica Life Insurance Company  May 1992 - May 1996
Chubb Sovereign Life Insurance Company   January 1990 - May 1992

Skills
Insurance, Disability Insurance, Annuities, Long Term Care, Term Life Insurance, Estate Planning, Insurance Planning, Fixed Annuities, Financial Planners, Long-term Care, Universal Life, Life Insurance, Whole Life, Brokers, Financial Advisory, Health Insurance, Long Term Care Insurance, Retirement, Retirement Planning, IRAs

Education
University of Southern California   1983 — 1987
BS, Public Administration

Nate Nelson Nate Nelson Greater San Diego Area Details
Nate Nelson's Cavalier Associates Insurance Services Experience December 2008 - February 2012
Job Senior Vice President, Business Development at Exclusive Insurance Brokerage
Industry Insurance
Experience
Exclusive Insurance Brokerage   April 2013 - Present
The Hartford  February 2012 - April 2013
SCF Network   July 2010 - February 2012
Insurmark  May 2010 - February 2012
Cavalier Associates Insurance Services   December 2008 - February 2012
United States Military Academy  May 2007 - December 2008
Stanford University  February 2006 - February 2007
Princeton University  June 2005 - February 2006

Skills
Insurance, Teaching, Microsoft Office, Athletics, Training & Development, Financial Planners, Marketing, Life Insurance, Marketing Strategy, Financial Advisory, Fixed Annuities, Employee Training, Business Development, Estate Planning, Wealth, Public Speaking, Retirement Planning, Strategy

Education
University of California, Davis   1997 — 2001
Bachelor of Arts (B.A.), English Language and Literature, General

Jimmy Trujillo Jimmy Trujillo Greater San Diego Area Details
Jimmy Trujillo's Cavalier Associates Insurance Services Experience August 2010 - Present
Job Marketing Consultant at Cavalier Associates Insurance Services
Industry Financial Services
Experience
Cavalier Associates Insurance Services   August 2010 - Present
Surfcrest Financial, LLC   August 2010 - Present
Ridge Capital Group   January 2006 - August 2010
XCU Capital Corporation   October 2004 - January 2006
Prudential Financial  2000 - 2004
American Express Financial Advisors  April 1998 - August 2000

Skills
Life Insurance, Financial Planners, Financial Advisory, Fixed Annuities, Term Life Insurance, Insurance, Financial Services, Analysis, Strategic Financial..., Retirement Planning, Wealth Accumulation, Long-term Care, Disability Insurance, Leadership, Health Insurance, Customer Service, Retirement, Portfolio Management, Estate Planning, Marketing, Investments, Small Business, Access

Education
Arizona State University   1989 — 1994

University of Phoenix

Arash Kouhi Arash Kouhi Greater San Diego Area Details
Arash Kouhi's Cavalier Associates Insurance Services Experience March 2011 - August 2012
Job President at Lumina Insurance Services
Industry Insurance
Experience
Lumina Insurance Services   March 2014 - Present
Open Benefit Solutions (OBS)   August 2012 - March 2014
Cavalier Associates Insurance Services   March 2011 - August 2012
Mutual of Omaha  January 2007 - March 2011
Hartford Life  October 2002 - January 2007
Unum  August 2000 - October 2002
Decore-ative Specialties  June 1998 - August 2000

Skills
Employee Benefits, Life Insurance, Insurance, Disability Insurance, Health Insurance, Term Life Insurance, Long-term Care, Claim, Underwriting, Long Term Care Insurance, Retirement, Brokers, Health Savings Accounts, Retirement Planning, Fixed Annuities, Wealth Preservation..., Group Insurance, Medicare, Whole Life, Critical Illness, Professional Liability, IRAs, Financial Planners, 401k, Accident, General Insurance, Property & Casualty..., Commercial Insurance, Financial Planning, Estate Planning, Universal Life, Legal Liability, Pensions, Mutual Funds

Education
University of California, San Diego   1994 — 1998
Bachelor of Arts, Economics

Kathryn McGrew Kathryn McGrew Greater Los Angeles Area Details
Kathryn McGrew's Cavalier Associates Insurance Services Experience April 2011 - October 2013
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 Cavalier Adam Cavalier Greater Los Angeles Area Details
Adam Cavalier's Cavalier Associates Insurance Services Experience January 1993 - Present
Job Principal
Industry Insurance
Experience
Cavalier Associates Insurance Services   January 1993 - Present
Cavalier Associates Insurance Services   January 1991 - Present

Skills
Supervisory Skills

Education
California Lutheran University   1991 — 1995

Della Starman Della Starman Greater Los Angeles Area Details
Della Starman's Cavalier Associates Insurance Services Experience 2006 - January 2012
Job Director of Business Development at Watermark Insurance Services, Inc.
Industry Insurance
Experience
Watermark Insurance Services, Inc.   May 2015 - Present
Starman Electrical Contracting   1990 - Present
Infinite Solutions Insurance Associates   October 2014 - March 2015
Cavalier Associates, The Dwyer-Williams Team   February 2013 - October 2014
The Advisor Consulting Group   March 2012 - January 2013
Cavalier Associates Insurance Services   2006 - January 2012

Skills
Insurance, Estate Planning, Term Life Insurance, Health Insurance, Disability Insurance, Employee Benefits, Life Insurance, Fixed Annuities, Retirement Planning, Underwriting, Long-term Care, Financial Planners, Whole Life, Long Term Care Insurance, Health Savings Accounts, Small Business

Education
Moorpark College
Business and Accounting

Blake Mallonee Blake Mallonee Greater Los Angeles Area Details
Blake Mallonee's Cavalier Associates Insurance Services Experience April 2013 - Present
Job Financial Services
Industry Financial Services
Experience
Cavalier Associates Insurance Services   April 2013 - Present
Penn Mutual  September 2011 - March 2013
Financial Independence Group  July 2009 - September 2011
2004-2009 Cavalier Associates, LLC   May 2005 - May 2009
2004-2005 Bank of America   January 2004 - January 2005

Skills
Insurance, Wealth Management, Underwriting, Financial Services, Financial Planners, Marketing, Wealth, Marketing Strategy, New Business Development, Fixed Annuities, Life Insurance, Financial Advisory, Retirement, Retirement Planning, Disability Insurance

Education
Florida State University   2000 — 2004
Bachelor's degree, Marketing

Mick Cavalier Mick Cavalier Greater Los Angeles Area Details
Mick Cavalier's Cavalier Associates Insurance Services Experience January 1997 - Present
Job Owner, Cavalier Associates, LLC
Industry Insurance
Experience
Cavalier Associates Insurance Services   January 1997 - Present
Cavalier Associates Insurance Services   1997 - 2010
Cavalier Associates Insurance Services   1997 - 2010

Education
University of Southern California   1990 — 1994
Bachelor, Business