Central Financial Group
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Central Financial Group Employees
Employee
Years
Job
Industry
Russell Heine Russell Heine's Central Financial Group Experience May 2009 - August 2009
Job AVP/Loan Officer at Midwest Bank. York, NE
Industry Banking
Experience
QBE North America September 2015 - Present
Midwest Bank & Trust April 2015 - Present
Morningside Cattle Ranch, LLC March 2015 - Present
Shelby County State Bank January 2014 - April 2015
Shelby County State Bank July 2010 - January 2014
First American Bank April 2008 - July 2010
Central Financial Group May 2009 - August 2009
Morningside College August 2006 - December 2008
Skills
Banking, Loans, Credit, Data Entry, Financial Analysis, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Leadership, Sales, Credit Analysis, Desktop Intelligence, Microsoft Office, Webequity, Portfolio Management, Loan Origination, Agricultural Economics, Time Management, Public Speaking
Education
The University of South Dakota 2010 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.0
Morningside College 2005 — 2009
Bachelor of Science (B.S.), Business Administration Emphasis in Human Resources, Minor in Economics, 3.4446
Centennial Public Schools 2001 — 2005
High School Diploma, Regular/General High School/Secondary Diploma Program
QBE North America September 2015 - Present
Midwest Bank & Trust April 2015 - Present
Morningside Cattle Ranch, LLC March 2015 - Present
Shelby County State Bank January 2014 - April 2015
Shelby County State Bank July 2010 - January 2014
First American Bank April 2008 - July 2010
Central Financial Group May 2009 - August 2009
Morningside College August 2006 - December 2008
Skills
Banking, Loans, Credit, Data Entry, Financial Analysis, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Leadership, Sales, Credit Analysis, Desktop Intelligence, Microsoft Office, Webequity, Portfolio Management, Loan Origination, Agricultural Economics, Time Management, Public Speaking
Education
The University of South Dakota 2010 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.0
Morningside College 2005 — 2009
Bachelor of Science (B.S.), Business Administration Emphasis in Human Resources, Minor in Economics, 3.4446
Centennial Public Schools 2001 — 2005
High School Diploma, Regular/General High School/Secondary Diploma Program
Curtis Fett (LUTCF) Curtis Fett (LUTCF)'s Central Financial Group Experience September 2013 - Present
Job President at Fett Financial Services
Industry Financial Services
Experience
Central Financial Group September 2013 - Present
Fett Financial Services September 2013 - Present
Skills
Financial Planning, Retirement Planning, Real Estate Investment, Mutual Funds, Annuities, Long Term Care, Term Life Insurance, Asset Allocation, Estate Planning, Investment Advisory, Alternative Investments, Social Security, Corporate Social..., Indexed Annuities, Diversification, Universal Life, Separately Managed..., Series 7, Life Insurance, Variable Annuities, Long Term Care Insurance, Financial Services, Retirement, 401k, Wealth Management, 401k Rollovers, Real Estate, Employee Benefits, Wealth, Life, Financial Advisory, Disability Insurance, IRAs, Securities, Investments, non-traded reits, Faith-based, Nonprofits, Equity Indexed Annuities, Lunch & Learns
Education
The National Association of Life Underwriters 1986 — 1988
LUTCF, Life Insurance, Graduated
Dana College 1978 — 1982
B.S. Degree, Business Administration and Economics
Sioux City West High 1975 — 1978
Graduate, Business Administration and Management, General
Central Financial Group September 2013 - Present
Fett Financial Services September 2013 - Present
Skills
Financial Planning, Retirement Planning, Real Estate Investment, Mutual Funds, Annuities, Long Term Care, Term Life Insurance, Asset Allocation, Estate Planning, Investment Advisory, Alternative Investments, Social Security, Corporate Social..., Indexed Annuities, Diversification, Universal Life, Separately Managed..., Series 7, Life Insurance, Variable Annuities, Long Term Care Insurance, Financial Services, Retirement, 401k, Wealth Management, 401k Rollovers, Real Estate, Employee Benefits, Wealth, Life, Financial Advisory, Disability Insurance, IRAs, Securities, Investments, non-traded reits, Faith-based, Nonprofits, Equity Indexed Annuities, Lunch & Learns
Education
The National Association of Life Underwriters 1986 — 1988
LUTCF, Life Insurance, Graduated
Dana College 1978 — 1982
B.S. Degree, Business Administration and Economics
Sioux City West High 1975 — 1978
Graduate, Business Administration and Management, General
McKenzie Graham McKenzie Graham's Central Financial Group Experience August 2012 - February 2013
Job Assistant Manager at Kidding Around
Industry Retail
Experience
Kidding Around February 2013 - Present
Central Financial Group August 2012 - February 2013
MetLife September 2011 - August 2012
Skills
Public Speaking, Non-profit Volunteer, Small Business, Cold Calling, Communication Skills
Education
University of Iowa 2007 — 2011
Bachelor of Arts (BA), Mass Communication/Media Studies
Kidding Around February 2013 - Present
Central Financial Group August 2012 - February 2013
MetLife September 2011 - August 2012
Skills
Public Speaking, Non-profit Volunteer, Small Business, Cold Calling, Communication Skills
Education
University of Iowa 2007 — 2011
Bachelor of Arts (BA), Mass Communication/Media Studies
D. Andrew Laing D. Andrew Laing's Central Financial Group Experience June 2013 - Present
Job Investment Advisor Representative at Central Financial Group
Industry Financial Services
Experience
Central Financial Group June 2013 - Present
MDL Insurance Services May 2012 - Present
McKinley Advertising February 2010 - May 2013
Billions Honda February 2010 - October 2010
Skills
Customer Service, Management, Customer Satisfaction, CRM, Advertising, Long-term Care, IRAs, 529 Plans, Investment Advisory, Life Insurance, College Education..., Estate Planning, Succession Planning, Alternative Investments, Mutual Funds
Education
University of Iowa 2009 — 2013
Central Financial Group June 2013 - Present
MDL Insurance Services May 2012 - Present
McKinley Advertising February 2010 - May 2013
Billions Honda February 2010 - October 2010
Skills
Customer Service, Management, Customer Satisfaction, CRM, Advertising, Long-term Care, IRAs, 529 Plans, Investment Advisory, Life Insurance, College Education..., Estate Planning, Succession Planning, Alternative Investments, Mutual Funds
Education
University of Iowa 2009 — 2013
Matt Schuster's Central Financial Group Experience June 2011 - July 2011
Job Sales at Total Quality Logistics
Industry
Experience
Total Quality Logistics July 2015 - Present
Focused Medical Analytics, LLC July 2014 - August 2014
Strategic Interests June 2014 - July 2014
Lake Lemon Triathlon September 2012 - September 2013
Jewish Community Center June 2012 - July 2012
IU Student Foundation September 2011 - December 2011
Distributive Educational Clubs of America October 2010 - December 2011
Central Financial Group June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Public Speaking, Leadership, Marketing, Research, Teamwork, Customer Service
Education
Indiana University Bloomington 2011 — 2015
Brighton High School
Indiana University
Total Quality Logistics July 2015 - Present
Focused Medical Analytics, LLC July 2014 - August 2014
Strategic Interests June 2014 - July 2014
Lake Lemon Triathlon September 2012 - September 2013
Jewish Community Center June 2012 - July 2012
IU Student Foundation September 2011 - December 2011
Distributive Educational Clubs of America October 2010 - December 2011
Central Financial Group June 2011 - July 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Public Speaking, Leadership, Marketing, Research, Teamwork, Customer Service
Education
Indiana University Bloomington 2011 — 2015
Brighton High School
Indiana University
Grant Heddinger Grant Heddinger's Central Financial Group Experience July 2014 - Present
Job Financial Advisor at Central Financial Group
Industry Financial Services
Experience
Central Financial Group July 2014 - Present
Northwestern Mutual June 2013 - December 2013
Skills
Financial Analysis, Retirement Planning, 401k Rollovers, Securities, Annuities, Investment Strategies, Roth IRA, Life Insurance, Disability Insurance, Wealth Management, Mutual Funds, Insurance, Estate Planning, Personal Financial..., Investment Advisory..., Individual Retirement..., Alternative Investments, Tax-advantaged...
Education
University of Iowa
Bachelor of Business Administration (BBA), Finance & Economics
University of Iowa - Henry B. Tippie College of Business
Finance & Economics
Central Financial Group July 2014 - Present
Northwestern Mutual June 2013 - December 2013
Skills
Financial Analysis, Retirement Planning, 401k Rollovers, Securities, Annuities, Investment Strategies, Roth IRA, Life Insurance, Disability Insurance, Wealth Management, Mutual Funds, Insurance, Estate Planning, Personal Financial..., Investment Advisory..., Individual Retirement..., Alternative Investments, Tax-advantaged...
Education
University of Iowa
Bachelor of Business Administration (BBA), Finance & Economics
University of Iowa - Henry B. Tippie College of Business
Finance & Economics
Becca Wise, M.S. Becca Wise, M.S.'s Central Financial Group Experience August 2008 - February 2009
Job Consultant | Educator | Trainer | Writer | Speaker
Industry Professional Training & Coaching
Experience
Wise Choice Training January 2014 - Present
William Penn University March 2011 - Present
University of Phoenix September 2010 - Present
Upper Iowa University October 2011 - November 2013
United Healthcare Medicare Solutions August 2011 - November 2013
American Enterprise May 2010 - August 2011
American Equity October 2009 - May 2010
American Equity February 2009 - October 2009
Central Financial Group August 2008 - February 2009
SAMMONS ANNUITY GROUP December 2006 - August 2008
Skills
Workshop Facilitation, Consulting, Organizational..., Training, Curriculum Development, Leadership Development, Change Management, Succession Planning, Staff Development, Insurance, Leadership, E-Learning, Recruiting, Instructional Design, Management, Public Speaking, Coaching, Team Building, Program Management, Marketing, Higher Education, Analysis, Research, Career Counseling, Adult Education, Organizational..., Strategic Planning, Employee Training, Career Development, Interviews, Strategy, Community Outreach, Conflict Resolution, Customer Service, Educational Leadership, Employee Benefits, Employee Relations, Executive Coaching, Fixed Annuities, Fundraising, Healthcare, Human Resources, Leading..., Needs Analysis, New Business Development, Nonprofits, Performance Management, Policy, Resume Writing, Sales
Education
University of Phoenix 2011 — 2014
Doctor of Management, Organizational Leadership
Drake University 2008 — 2010
Master's of Science, Adult Learning and Organizational Performance
William Penn 2005 — 2008
BA, Management and Marketing
Carlisle High School 1996 — 2000
Wise Choice Training January 2014 - Present
William Penn University March 2011 - Present
University of Phoenix September 2010 - Present
Upper Iowa University October 2011 - November 2013
United Healthcare Medicare Solutions August 2011 - November 2013
American Enterprise May 2010 - August 2011
American Equity October 2009 - May 2010
American Equity February 2009 - October 2009
Central Financial Group August 2008 - February 2009
SAMMONS ANNUITY GROUP December 2006 - August 2008
Skills
Workshop Facilitation, Consulting, Organizational..., Training, Curriculum Development, Leadership Development, Change Management, Succession Planning, Staff Development, Insurance, Leadership, E-Learning, Recruiting, Instructional Design, Management, Public Speaking, Coaching, Team Building, Program Management, Marketing, Higher Education, Analysis, Research, Career Counseling, Adult Education, Organizational..., Strategic Planning, Employee Training, Career Development, Interviews, Strategy, Community Outreach, Conflict Resolution, Customer Service, Educational Leadership, Employee Benefits, Employee Relations, Executive Coaching, Fixed Annuities, Fundraising, Healthcare, Human Resources, Leading..., Needs Analysis, New Business Development, Nonprofits, Performance Management, Policy, Resume Writing, Sales
Education
University of Phoenix 2011 — 2014
Doctor of Management, Organizational Leadership
Drake University 2008 — 2010
Master's of Science, Adult Learning and Organizational Performance
William Penn 2005 — 2008
BA, Management and Marketing
Carlisle High School 1996 — 2000
Tanya Miller Tanya Miller's Central Financial Group Experience April 2014 - Present
Job Executive Administrative Assistant at Central Financial Group
Industry Insurance
Experience
Central Financial Group April 2014 - Present
Southern Wine & Spirits October 2013 - Present
Central Financial Group March 2014 - March 2014
Central Financial Group April 2012 - December 2012
Aviva Life Insurance Company January 2010 - April 2012
Skills
Life Insurance, Insurance, Fixed Annuities, Term Life Insurance, Retirement Planning, Disability Insurance, Recruiting, Licensed Life & Health..., Long Term Care Insurance, Sales, Marketing, Event Planning, Meeting Scheduling, Office Administration, Corporate Events, Events Coordination
Education
Dowling Catholic Highschool 2001 — 2005
University of Northern Iowa 2001 — 2005
Bachelor of Arts (B.A.), Marketing/Textile and Apparel
Central Financial Group April 2014 - Present
Southern Wine & Spirits October 2013 - Present
Central Financial Group March 2014 - March 2014
Central Financial Group April 2012 - December 2012
Aviva Life Insurance Company January 2010 - April 2012
Skills
Life Insurance, Insurance, Fixed Annuities, Term Life Insurance, Retirement Planning, Disability Insurance, Recruiting, Licensed Life & Health..., Long Term Care Insurance, Sales, Marketing, Event Planning, Meeting Scheduling, Office Administration, Corporate Events, Events Coordination
Education
Dowling Catholic Highschool 2001 — 2005
University of Northern Iowa 2001 — 2005
Bachelor of Arts (B.A.), Marketing/Textile and Apparel
Chad Monson Chad Monson's Central Financial Group Experience June 1999 - Present
Job Central Financial Group
Industry Insurance
Experience
Central Financial Group June 1999 - Present
Skills
Small Business, Life Insurance, Sales Management, Term Life Insurance
Education
University of Northern Iowa 1989 — 1992
Central Financial Group June 1999 - Present
Skills
Small Business, Life Insurance, Sales Management, Term Life Insurance
Education
University of Northern Iowa 1989 — 1992
Shelby DuPree Shelby DuPree's Central Financial Group Experience January 2009 - Present
Job Real estate broker
Industry Real Estate
Experience
A.B.C. realty LLC July 2013 - Present
DuPree Group November 2009 - Present
Central Financial Group January 2009 - Present
Auto Industry January 1995 - September 2005
Education
Kirkwood Community College 2000 — 2002
bus.mngmnt
Hawkeye Comm.College 1991 — 1993
mrkt.mngmt
A.B.C. realty LLC July 2013 - Present
DuPree Group November 2009 - Present
Central Financial Group January 2009 - Present
Auto Industry January 1995 - September 2005
Education
Kirkwood Community College 2000 — 2002
bus.mngmnt
Hawkeye Comm.College 1991 — 1993
mrkt.mngmt
Brandon Howard Brandon Howard's Central Financial Group Experience February 2011 - Present
Job Investment Advisor Representative/Insurance Agent at Central Financial Group
Industry Financial Services
Experience
Central Financial Group February 2011 - Present
Aviva USA February 2010 - February 2011
American Retirement Systems January 2009 - February 2010
Principal Financial Group March 2003 - July 2008
Hy Vee June 1998 - March 2003
Skills
Financial Planning, Insurance Agents, Estate Planning, Insurance Brokerage, Strategic Financial..., Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Term Life Insurance, Investment Advisory, Investments, Investment Advisory..., Marketing, Licensed Property &..., Licensed Life Insurance..., Investment Advisor..., Comprehensive Planning, World Class Customer..., Customer Service..., Customer-focused Service, Mutual Funds, Defined Contribution, Defined Benefit, ESOP, REIT, Stocks, Bonds, Insurance, 401k, IRAs
Education
Des Moines Area Community College 1993 — 1994
Indianola Senior High School 1989 — 1992
Diploma, Math
Central Financial Group February 2011 - Present
Aviva USA February 2010 - February 2011
American Retirement Systems January 2009 - February 2010
Principal Financial Group March 2003 - July 2008
Hy Vee June 1998 - March 2003
Skills
Financial Planning, Insurance Agents, Estate Planning, Insurance Brokerage, Strategic Financial..., Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Term Life Insurance, Investment Advisory, Investments, Investment Advisory..., Marketing, Licensed Property &..., Licensed Life Insurance..., Investment Advisor..., Comprehensive Planning, World Class Customer..., Customer Service..., Customer-focused Service, Mutual Funds, Defined Contribution, Defined Benefit, ESOP, REIT, Stocks, Bonds, Insurance, 401k, IRAs
Education
Des Moines Area Community College 1993 — 1994
Indianola Senior High School 1989 — 1992
Diploma, Math
Kate Phanmaha Kate Phanmaha's Central Financial Group Experience January 2013 - April 2013
Job Financial Services Professional at MassMutual Financial Group
Industry Financial Services
Experience
MassMutual Financial Group May 2013 - Present
Cooking 2 Connect 2010 - May 2013
Self-employed 2009 - May 2013
Central Financial Group January 2013 - April 2013
New York Life Insurance Company July 2011 - October 2012
Education
Iowa State University
BS, Marketing
MassMutual Financial Group May 2013 - Present
Cooking 2 Connect 2010 - May 2013
Self-employed 2009 - May 2013
Central Financial Group January 2013 - April 2013
New York Life Insurance Company July 2011 - October 2012
Education
Iowa State University
BS, Marketing
Andrea Mauton Andrea Mauton's Central Financial Group Experience May 2008 - August 2008
Job Marketing Assistant at US Farm Lease
Industry Farming
Experience
US Farm Lease November 2009 - Present
Central Financial Group May 2008 - August 2008
Granite City Food & Brewery May 2007 - November 2007
Payless ShoeSource May 2006 - January 2007
Education
Iowa State University - College of Business 2005 — 2009
US Farm Lease November 2009 - Present
Central Financial Group May 2008 - August 2008
Granite City Food & Brewery May 2007 - November 2007
Payless ShoeSource May 2006 - January 2007
Education
Iowa State University - College of Business 2005 — 2009
Peter Magnuson, MSAPM Peter Magnuson, MSAPM's Central Financial Group Experience January 2004 - January 2006
Job Manager Due Diligence at Securities America
Industry Investment Banking
Experience
ADISA November 2014 - Present
Securities America, Inc. Member FINRA/SIPC November 2013 - Present
Concordia Foundation January 2010 - Present
First National Bank of Omaha June 2012 - May 2013
DMMS & Associates July 2009 - June 2012
DeWaay Financial Network January 2007 - July 2009
ING Financial Partners February 2006 - July 2006
Central Financial Group January 2004 - January 2006
Skills
Portfolio Management, Investments, Due Diligence, Private Equity, Alternative Investments, Credit, Strategy, Securities, Private Placements, Strategic Financial..., Financial Advisory, Loans, Real Estate Investment, Hedge Funds, Investment Banking, Capital Markets, Series 7, Equities, Asset Management, Mergers, Valuation, Venture Capital, Brokerage, Financial Planning, Strategic Planning, Debt, Investment Strategies, Financial Analysis, Investment Advisory, Funding, Asset Allocation, Structuring, Mutual Funds, Public Speaking, Financial Markets, Wealth Management, Start-ups, Analysis, Compliance, Retirement, Real Estate, Microsoft Excel, Pivot Tables, Financial Statement..., Equity Valuation, Quantitative Research, Corporate Finance, Finance, Financial Modeling, Investment Management
Education
Creighton University 2009 — 2011
Masters, Securities Analysis and Portfolio Management
Concordia University, Nebraska 1998 — 2002
BA Business Administration, Finance
Ballard High School 1994 — 1998
ADISA November 2014 - Present
Securities America, Inc. Member FINRA/SIPC November 2013 - Present
Concordia Foundation January 2010 - Present
First National Bank of Omaha June 2012 - May 2013
DMMS & Associates July 2009 - June 2012
DeWaay Financial Network January 2007 - July 2009
ING Financial Partners February 2006 - July 2006
Central Financial Group January 2004 - January 2006
Skills
Portfolio Management, Investments, Due Diligence, Private Equity, Alternative Investments, Credit, Strategy, Securities, Private Placements, Strategic Financial..., Financial Advisory, Loans, Real Estate Investment, Hedge Funds, Investment Banking, Capital Markets, Series 7, Equities, Asset Management, Mergers, Valuation, Venture Capital, Brokerage, Financial Planning, Strategic Planning, Debt, Investment Strategies, Financial Analysis, Investment Advisory, Funding, Asset Allocation, Structuring, Mutual Funds, Public Speaking, Financial Markets, Wealth Management, Start-ups, Analysis, Compliance, Retirement, Real Estate, Microsoft Excel, Pivot Tables, Financial Statement..., Equity Valuation, Quantitative Research, Corporate Finance, Finance, Financial Modeling, Investment Management
Education
Creighton University 2009 — 2011
Masters, Securities Analysis and Portfolio Management
Concordia University, Nebraska 1998 — 2002
BA Business Administration, Finance
Ballard High School 1994 — 1998
Cole Vautier Cole Vautier's Central Financial Group Experience February 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Central Financial Group February 2014 - Present
Wells Fargo Home Mortgage June 2010 - July 2013
Subway May 2007 - May 2010
Skills
Loans, Securities, Fixed Annuities, Term Life Insurance, Permanent Life Insurance, Mutual Funds, Roth IRA, Traditional IRA, Variable Annuities, REIT, Financial Planning, Retirement Planning
Education
University of Northern Iowa 2005 — 2010
Bachelor's degree, Finance, General
Bishop Garrigan High School 2001 — 2005
Central Financial Group February 2014 - Present
Wells Fargo Home Mortgage June 2010 - July 2013
Subway May 2007 - May 2010
Skills
Loans, Securities, Fixed Annuities, Term Life Insurance, Permanent Life Insurance, Mutual Funds, Roth IRA, Traditional IRA, Variable Annuities, REIT, Financial Planning, Retirement Planning
Education
University of Northern Iowa 2005 — 2010
Bachelor's degree, Finance, General
Bishop Garrigan High School 2001 — 2005
Thaddeus Walters's Central Financial Group Experience May 2013 - August 2013
Job Accounting Coop at Principal Financial Group
Industry Accounting
Experience
Drake University September 2011 - Present
Principal Financial Group January 2014 - August 2014
Central Financial Group May 2013 - August 2013
UBS Financial Services June 2012 - August 2012
Target April 2012 - August 2012
Skills
Accounting, Microsoft Office, Microsoft Excel, Access, InDesign, SQL, Visual Basic, HTML, Editing, Event Management, Project Management, Information Systems, Database Management, Microsoft Word, Illustrator, Photoshop, PowerPoint
Education
Drake University 2011 — 2015
Accounting and Information Systems
Drake University September 2011 - Present
Principal Financial Group January 2014 - August 2014
Central Financial Group May 2013 - August 2013
UBS Financial Services June 2012 - August 2012
Target April 2012 - August 2012
Skills
Accounting, Microsoft Office, Microsoft Excel, Access, InDesign, SQL, Visual Basic, HTML, Editing, Event Management, Project Management, Information Systems, Database Management, Microsoft Word, Illustrator, Photoshop, PowerPoint
Education
Drake University 2011 — 2015
Accounting and Information Systems
Jamie O'Neall Jamie O'Neall's Central Financial Group Experience April 2014 - Present
Job Life Assistant & CSR at Central Financial Group
Industry Insurance
Experience
Central Financial Group April 2014 - Present
Pharmacists Mutual Insurance Company October 2011 - April 2014
Pharmacists Mutual Insurance Company July 2010 - October 2011
Skills
Umbrella Insurance, Commercial Insurance, Insurance, Property & Casualty..., Life Insurance, Professional Liability, Underwriting, Commercial Lines, Casualty, Disability Insurance, Employee Benefits, Health Insurance, Liability, Workers Compensation, Long-term Care, Term Life Insurance, General Insurance, Whole Life, Claim, Managed Care, Casualty Insurance
Education
Briar Cliff University 2005 — 2009
BA, Business Admin/HR Management
Algona High School 1991 — 1995
High School Diploma, General Studies
Central Financial Group April 2014 - Present
Pharmacists Mutual Insurance Company October 2011 - April 2014
Pharmacists Mutual Insurance Company July 2010 - October 2011
Skills
Umbrella Insurance, Commercial Insurance, Insurance, Property & Casualty..., Life Insurance, Professional Liability, Underwriting, Commercial Lines, Casualty, Disability Insurance, Employee Benefits, Health Insurance, Liability, Workers Compensation, Long-term Care, Term Life Insurance, General Insurance, Whole Life, Claim, Managed Care, Casualty Insurance
Education
Briar Cliff University 2005 — 2009
BA, Business Admin/HR Management
Algona High School 1991 — 1995
High School Diploma, General Studies
Clayton Cheney Clayton Cheney's Central Financial Group Experience November 2010 - Present
Job Investment Advisor Representative at Central Financial Group
Industry Insurance
Experience
Central Financial Group November 2010 - Present
Banker's Life and Casualty November 2008 - November 2010
Wells Fargo September 2006 - November 2008
Skills
Series 7, Series 6, Series 63, Health Insurance, Life Insurance, Disability Insurance, Retirement Planning, IRAs, Wealth Management, Variable Annuities, Retirement, Life & Health Insurance..., Fixed Annuities, Pensions, Investments, Securities, Asset Allocation, Series 65, Portfolio Management, Personal Financial..., Income Protection, Wealth Management..., 529 Plans, 401k Rollovers, Roth IRA, Financial Advisory, Investment Advisory, Mutual Funds, Whole Life, Universal Life, Insurance, Term Life Insurance, 401k, Estate Planning, Long Term Care Insurance
Education
University of Iowa 2002 — 2006
Bachelor’s Degree, Business Administration and Management
Central Financial Group November 2010 - Present
Banker's Life and Casualty November 2008 - November 2010
Wells Fargo September 2006 - November 2008
Skills
Series 7, Series 6, Series 63, Health Insurance, Life Insurance, Disability Insurance, Retirement Planning, IRAs, Wealth Management, Variable Annuities, Retirement, Life & Health Insurance..., Fixed Annuities, Pensions, Investments, Securities, Asset Allocation, Series 65, Portfolio Management, Personal Financial..., Income Protection, Wealth Management..., 529 Plans, 401k Rollovers, Roth IRA, Financial Advisory, Investment Advisory, Mutual Funds, Whole Life, Universal Life, Insurance, Term Life Insurance, 401k, Estate Planning, Long Term Care Insurance
Education
University of Iowa 2002 — 2006
Bachelor’s Degree, Business Administration and Management
Ryan McKeever's Central Financial Group Experience February 2015 - Present
Job Public Policy Administrative and Event Planning Student Assistant at The Harkin Institute
Industry Higher Education
Experience
The Harkin Institute for Public Policy and Citizen Engagement August 2015 - Present
Central Financial Group February 2015 - Present
Drake University Football Team August 2013 - August 2015
Kiewit May 2014 - January 2015
ITA Group, Inc. March 2014 - March 2014
Skills
Microsoft Excel, Time Management, Customer Service, PowerPoint, Leadership, Teamwork, Management, Microsoft Office, Social Media, Public Speaking, Microsoft Word
Education
Drake University 2013 — 2017
Bachelor of Science (BS), Economics and Political Science
The Harkin Institute for Public Policy and Citizen Engagement August 2015 - Present
Central Financial Group February 2015 - Present
Drake University Football Team August 2013 - August 2015
Kiewit May 2014 - January 2015
ITA Group, Inc. March 2014 - March 2014
Skills
Microsoft Excel, Time Management, Customer Service, PowerPoint, Leadership, Teamwork, Management, Microsoft Office, Social Media, Public Speaking, Microsoft Word
Education
Drake University 2013 — 2017
Bachelor of Science (BS), Economics and Political Science
Elisha Tropper's Central Financial Group Experience November 1989 - December 1993
Job Principal and CEO
Industry Venture Capital & Private Equity
Experience
Cambridge Security Seals December 2010 - Present
JAG Capital Holdings December 2010 - Present
T3 Associates LLC August 2006 - Present
Cambridge Resources January 2008 - March 2011
Coda Resources Ltd. April 1996 - December 2010
Creative Slate LLC May 2008 - August 2010
Prestige Label Company April 1996 - July 2006
Price Waterhouse LLP 1995 - 1996
Central Financial Group November 1989 - December 1993
Education
Columbia University - Columbia Business School 1994 — 1995
MBA
Yeshiva University 1985 — 1989
BA
Cambridge Security Seals December 2010 - Present
JAG Capital Holdings December 2010 - Present
T3 Associates LLC August 2006 - Present
Cambridge Resources January 2008 - March 2011
Coda Resources Ltd. April 1996 - December 2010
Creative Slate LLC May 2008 - August 2010
Prestige Label Company April 1996 - July 2006
Price Waterhouse LLP 1995 - 1996
Central Financial Group November 1989 - December 1993
Education
Columbia University - Columbia Business School 1994 — 1995
MBA
Yeshiva University 1985 — 1989
BA
Doug Vernon's Central Financial Group Experience 2006 - 2013
Job Owner/President of Blue Moon Dueling Piano Bar
Industry Hospitality
Experience
Blue Moon Dueling Piano Bar 2007 - Present
MHC Systems January 2014 - Present
Central Financial Group 2006 - 2013
Ankeny Chamber of Commerce 1998 - 2010
New York Life Insurance Company January 2000 - May 2006
Farmland Industries, Inc. 1991 - 2000
Education
Iowa State University 1988 — 1991
Iowa Western Community College 1984 — 1986
Ag Business/Biological Science
Blue Moon Dueling Piano Bar 2007 - Present
MHC Systems January 2014 - Present
Central Financial Group 2006 - 2013
Ankeny Chamber of Commerce 1998 - 2010
New York Life Insurance Company January 2000 - May 2006
Farmland Industries, Inc. 1991 - 2000
Education
Iowa State University 1988 — 1991
Iowa Western Community College 1984 — 1986
Ag Business/Biological Science
THOMAS CAMPBELL CLU's Central Financial Group Experience January 2007 - Present
Job INVESTMENT REP at CENTRAL FINANCIAL GROUP
Industry Financial Services
Experience
CENTRAL FINANCIAL GROUP January 2007 - Present
INVESTMENTS AND INSURANCE JOHN HANCOCK June 1975 - December 1992
Skills
Investments, Fixed Annuities, IRAs, Insurance, Employee Benefits, Estate Planning, Finance, Retirement Planning, Leadership, Financial Analysis, Management, Strategic Planning, Wealth Management, Sales, Retirement, Term Life Insurance
Education
Iowa State University - College of Business 1971 — 1975
BS, ACCOUNTING
CENTRAL FINANCIAL GROUP January 2007 - Present
INVESTMENTS AND INSURANCE JOHN HANCOCK June 1975 - December 1992
Skills
Investments, Fixed Annuities, IRAs, Insurance, Employee Benefits, Estate Planning, Finance, Retirement Planning, Leadership, Financial Analysis, Management, Strategic Planning, Wealth Management, Sales, Retirement, Term Life Insurance
Education
Iowa State University - College of Business 1971 — 1975
BS, ACCOUNTING
Kobernusz Dick's Central Financial Group Experience September 2012 - Present
Job National Director at Central Financial Group
Industry Insurance
Experience
Central Financial Group September 2012 - Present
AIP Group Iowa November 1997 - September 2012
Skills
Life Insurance, Fixed Annuities, Strategic Planning, Disability Insurance, Retirement, Term Life Insurance, Retirement Planning, Insurance
Education
Minnesota State University, Mankato 1969 — 1971
BS, Accounting
Central Financial Group September 2012 - Present
AIP Group Iowa November 1997 - September 2012
Skills
Life Insurance, Fixed Annuities, Strategic Planning, Disability Insurance, Retirement, Term Life Insurance, Retirement Planning, Insurance
Education
Minnesota State University, Mankato 1969 — 1971
BS, Accounting
Brad Whitman's Central Financial Group Experience February 2005 - Present
Job General Agent
Industry Insurance
Experience
Central Financial Group February 2005 - Present
Aviva USA 2005 - Present
New England Financial May 2001 - February 2005
Prudential Financial 1999 - 2001
Skills
Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Financial Services, Investments, Term Life Insurance, Financial Planning, Disability Insurance
Education
University of Iowa 1985 — 1990
BA, Economics
Central Financial Group February 2005 - Present
Aviva USA 2005 - Present
New England Financial May 2001 - February 2005
Prudential Financial 1999 - 2001
Skills
Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Retirement, Financial Services, Investments, Term Life Insurance, Financial Planning, Disability Insurance
Education
University of Iowa 1985 — 1990
BA, Economics
Randy Studer's Central Financial Group Experience January 2007 - December 2009
Job President at Randy Studer Financial Services
Industry Investment Management
Experience
Randy Studer Financial Services January 2010 - Present
Central Financial Group January 2007 - December 2009
Skills
Fixed Annuities, Term Life Insurance
Education
United States Military Academy at West Point 1970 — 1974
BS, Business
Randy Studer Financial Services January 2010 - Present
Central Financial Group January 2007 - December 2009
Skills
Fixed Annuities, Term Life Insurance
Education
United States Military Academy at West Point 1970 — 1974
BS, Business