Certified Senior Advisors
Industry: Company
DescriptionParent organization: Professional Testing, Inc.
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Certified Senior Advisors Employees
Employee
Years
Job
Industry
Davonna Saier, MHA, CSA Davonna Saier, MHA, CSA's Certified Senior Advisors Experience 2011 - 2012
Job Member Board of Directors at Women Leading Kentucky
Industry Hospital & Health Care
Experience
Lexington Diagnostic Center & Open MRI October 2013 - Present
Central Baptist Hospital November 2012 - October 2013
Eldercare Ease, llc May 2012 - October 2013
Baptist Healthcare System June 2006 - October 2012
SHIP program 2012 - 2012
Certified Senior Advisors 2011 - 2012
Georgetown College Graves Center 2011 - 2012
Cardinal Hill Rehabilitiation Hospital January 2006 - May 2006
Georgetown College June 2005 - May 2006
Skills
Experience working with..., Excellent graduate..., Professional and..., Supervisory experience..., Motivated to..., Passionate and driven..., Career Management, Patient Support, Family Mediation, Conflict Management, Senior Services, Business Networking, Education, Healthcare, Hospitals, Healthcare Management, Writing, Directors, HIPAA, Case Managment, EHR, Elder Care, Interpersonal..., Leadership, Psychotherapy, Physician Relations, Staff Development, Policy, Healthcare Consulting, Interviews, Patient Advocacy, Home Care, Patient Safety, Managed Care, EMR, Physicians, Healthcare Industry, Training, Healthcare Information..., Medical Terminology, Case Management, Inpatient, Acute Care, Medical Records, Medicaid, Revenue Cycle, Medicine, Health Education, Critical Care, Clinical Research
Education
University of Kentucky 2007 — 2010
MHA, Health Administration
Georgetown College 2002 — 2006
BA, Communication and Business
Russell High School 1998 — 2002
High School Diploma
Lexington Diagnostic Center & Open MRI October 2013 - Present
Central Baptist Hospital November 2012 - October 2013
Eldercare Ease, llc May 2012 - October 2013
Baptist Healthcare System June 2006 - October 2012
SHIP program 2012 - 2012
Certified Senior Advisors 2011 - 2012
Georgetown College Graves Center 2011 - 2012
Cardinal Hill Rehabilitiation Hospital January 2006 - May 2006
Georgetown College June 2005 - May 2006
Skills
Experience working with..., Excellent graduate..., Professional and..., Supervisory experience..., Motivated to..., Passionate and driven..., Career Management, Patient Support, Family Mediation, Conflict Management, Senior Services, Business Networking, Education, Healthcare, Hospitals, Healthcare Management, Writing, Directors, HIPAA, Case Managment, EHR, Elder Care, Interpersonal..., Leadership, Psychotherapy, Physician Relations, Staff Development, Policy, Healthcare Consulting, Interviews, Patient Advocacy, Home Care, Patient Safety, Managed Care, EMR, Physicians, Healthcare Industry, Training, Healthcare Information..., Medical Terminology, Case Management, Inpatient, Acute Care, Medical Records, Medicaid, Revenue Cycle, Medicine, Health Education, Critical Care, Clinical Research
Education
University of Kentucky 2007 — 2010
MHA, Health Administration
Georgetown College 2002 — 2006
BA, Communication and Business
Russell High School 1998 — 2002
High School Diploma
Marlys Cave Marlys Cave's Certified Senior Advisors Experience 2007 - 2007
Job Executive Recruiter : High Level Platforms
Industry Staffing and Recruiting
Experience
Management Recruiters International - The Boston Group October 2010 - Present
Certified Senior Advisors 2007 - 2007
Physiologics 2001 - 2007
Amrion 1996 - 1997
Skills
Manufacturing, Executive Search, Talent Acquisition, New Business Development, Product Development, R&D, Six Sigma, Lean Manufacturing, Engineering, Sales Operations, Life Sciences, Operations Management, Direct Sales, Sales Management, Lifesciences, Medical Devices, Negotiation, Strategic Planning, Contract Negotiation, Product Launch, Marketing, Contract Recruitment, Applicant Tracking..., Management, Hospitals, Healthcare, Sourcing, Cold Calling, Sales, Internet Recruiting, College Recruiting, Technical Recruiting, Recruiting, Temporary Placement, Permanent Placement, Screening Resumes, Hiring, Leadership, Human Resources, Temporary Staffing, Interviews, Onboarding, Screening, Account Management, Staffing Services, Business Development, Team Building, Training, Employee Relations, Talent Management
Education
Colorado School of Energy Studies 1997 — 2002
Certificate, Polarity, Cranial Sacral
University of Colorado Boulder 1987 — 1991
BS, Kinesiology
Management Recruiters International - The Boston Group October 2010 - Present
Certified Senior Advisors 2007 - 2007
Physiologics 2001 - 2007
Amrion 1996 - 1997
Skills
Manufacturing, Executive Search, Talent Acquisition, New Business Development, Product Development, R&D, Six Sigma, Lean Manufacturing, Engineering, Sales Operations, Life Sciences, Operations Management, Direct Sales, Sales Management, Lifesciences, Medical Devices, Negotiation, Strategic Planning, Contract Negotiation, Product Launch, Marketing, Contract Recruitment, Applicant Tracking..., Management, Hospitals, Healthcare, Sourcing, Cold Calling, Sales, Internet Recruiting, College Recruiting, Technical Recruiting, Recruiting, Temporary Placement, Permanent Placement, Screening Resumes, Hiring, Leadership, Human Resources, Temporary Staffing, Interviews, Onboarding, Screening, Account Management, Staffing Services, Business Development, Team Building, Training, Employee Relations, Talent Management
Education
Colorado School of Energy Studies 1997 — 2002
Certificate, Polarity, Cranial Sacral
University of Colorado Boulder 1987 — 1991
BS, Kinesiology
Dan Pahos Dan Pahos's Certified Senior Advisors Experience 2005 - Present
Job
Industry Hospital & Health Care
Experience
Home Instead Senior Care February 1997 - Present
Entrepreneurial Roundtable Program at BBA April 2007 - Present
Entrepreneurs' Organization 2009 - Present
Alabama Launchpad March 2013 - Present
Certified Senior Advisors 2005 - Present
Rotary Club of Shades Valley 1998 - Present
Surepod.com August 2011 - June 2014
Unisource Packaging December 1994 - February 1997
Skills
Small Business, Home Care, Seniors, Entrepreneurship, Franchising, Healthcare, Long-term Care, Public Speaking, Elder Care, Non-profits, Fundraising, Strategic Planning, Healthcare Management, Event Planning, Marketing Strategy, Program Development, Team Building, Marketing, Leadership Development, Coaching, Nonprofits, Leadership, Management, Training, Business Development, Hospitals, Social Networking, Online Marketing, Start-ups, Human Resources, Sales, Compassion, Budgets, New Business Development, Public Relations, Business Planning, Organizational..., Strategy, Community Outreach, Business Strategy, Recruiting, Time Management, Social Media, Contract Negotiation, Executive Management, Sales Management, Management Consulting, Strategic Partnerships, Marketing Communications, Mergers & Acquisitions
Education
London Business School 2015 — 2015
Executive Education Class
University of Minnesota - Carlson School of Management 1983 — 1987
B.S.B. Marketing, Economics
EO/Entrepreneurial Masters Program MIT Class of 2012 2010 — 2012
LVH Vestavia Hills 2013 — 2014
Home Instead Senior Care February 1997 - Present
Entrepreneurial Roundtable Program at BBA April 2007 - Present
Entrepreneurs' Organization 2009 - Present
Alabama Launchpad March 2013 - Present
Certified Senior Advisors 2005 - Present
Rotary Club of Shades Valley 1998 - Present
Surepod.com August 2011 - June 2014
Unisource Packaging December 1994 - February 1997
Skills
Small Business, Home Care, Seniors, Entrepreneurship, Franchising, Healthcare, Long-term Care, Public Speaking, Elder Care, Non-profits, Fundraising, Strategic Planning, Healthcare Management, Event Planning, Marketing Strategy, Program Development, Team Building, Marketing, Leadership Development, Coaching, Nonprofits, Leadership, Management, Training, Business Development, Hospitals, Social Networking, Online Marketing, Start-ups, Human Resources, Sales, Compassion, Budgets, New Business Development, Public Relations, Business Planning, Organizational..., Strategy, Community Outreach, Business Strategy, Recruiting, Time Management, Social Media, Contract Negotiation, Executive Management, Sales Management, Management Consulting, Strategic Partnerships, Marketing Communications, Mergers & Acquisitions
Education
London Business School 2015 — 2015
Executive Education Class
University of Minnesota - Carlson School of Management 1983 — 1987
B.S.B. Marketing, Economics
EO/Entrepreneurial Masters Program MIT Class of 2012 2010 — 2012
LVH Vestavia Hills 2013 — 2014
Mickey Batsell Mickey Batsell's Certified Senior Advisors Experience December 2011 - Present
Job The most trusted source for long term care planning
Industry Insurance
Experience
Certified Senior Advisors December 2011 - Present
American Association for Long-Term Care Insurance 2005 - Present
Individual Commercial Brokerage (ICB) January 2004 - Present
Mickey Batsell, CLU. CASL November 1998 - Present
St. Thomas More Catholic Church January 1998 - Present
Mickey Batsell, CLU. CASL 1998 - Present
TASO High School Football Official 1998 - Present
SFSP 1978 - Present
Texas A&M Association of Former Students 1977 - Present
AXA Advisors 2011 - 2012
Skills
Insurance, Long-term Care, Retirement Income..., Long Term Care, Retirement Planning, Retirement, Asset Protection, Public Speaking, Long Term Care Insurance, Fixed Annuities, Financial Services, Mutual Funds, Leadership, Medicare, Small Business, Disability Insurance, Term Life Insurance, Health Insurance, Life Insurance, 401k, Employee Benefits, Financial Advisory, Estate Planning, Strategic Financial..., IRAs, Whole Life, Financial Planners, Universal Life, Wealth, Critical Illness, Investments, Underwriting, Pensions, Wealth Management, Brokers, Investment Advisory, Asset Allocation, Series 63, Securities, Personal Finance, Series 7, Wealth Accumulation, Roth IRA, Investment Strategies, Health Savings Accounts, Finance, 401k Rollovers, Sales, Property & Casualty..., Commercial Insurance
Education
Sam Houston State University 1967 — 1968
MBA, Accounting/Statistics
Texas A&M University 1963 — 1967
BBA, Marketing
Texas A&M University 1963 — 1967
Bachelor of Business Administration (BBA), Marketing
Certified Senior Advisors December 2011 - Present
American Association for Long-Term Care Insurance 2005 - Present
Individual Commercial Brokerage (ICB) January 2004 - Present
Mickey Batsell, CLU. CASL November 1998 - Present
St. Thomas More Catholic Church January 1998 - Present
Mickey Batsell, CLU. CASL 1998 - Present
TASO High School Football Official 1998 - Present
SFSP 1978 - Present
Texas A&M Association of Former Students 1977 - Present
AXA Advisors 2011 - 2012
Skills
Insurance, Long-term Care, Retirement Income..., Long Term Care, Retirement Planning, Retirement, Asset Protection, Public Speaking, Long Term Care Insurance, Fixed Annuities, Financial Services, Mutual Funds, Leadership, Medicare, Small Business, Disability Insurance, Term Life Insurance, Health Insurance, Life Insurance, 401k, Employee Benefits, Financial Advisory, Estate Planning, Strategic Financial..., IRAs, Whole Life, Financial Planners, Universal Life, Wealth, Critical Illness, Investments, Underwriting, Pensions, Wealth Management, Brokers, Investment Advisory, Asset Allocation, Series 63, Securities, Personal Finance, Series 7, Wealth Accumulation, Roth IRA, Investment Strategies, Health Savings Accounts, Finance, 401k Rollovers, Sales, Property & Casualty..., Commercial Insurance
Education
Sam Houston State University 1967 — 1968
MBA, Accounting/Statistics
Texas A&M University 1963 — 1967
BBA, Marketing
Texas A&M University 1963 — 1967
Bachelor of Business Administration (BBA), Marketing
Brittany Singleton's Certified Senior Advisors Experience 2014 - Present
Job Vice President of Operations Bridge Home Care Partners
Industry Hospital & Health Care
Experience
Bridge HomeCare Partners February 2015 - Present
Certified Senior Advisors 2014 - Present
Concentra September 2013 - December 2014
Kindred Healthcare September 2011 - September 2013
Saber Heathcare July 2007 - August 2011
Sinclair Community College March 2006 - July 2011
Concept Rehab, Inc. January 2005 - January 2007
The Nursing Home Group January 2003 - October 2005
Skills
Certified Wound..., Credentialed Clinical..., Advanced Credentialed..., White House Intern,..., Hospitals, Orthopedic, Rehabilitation, Leadership, Treatment, Pediatrics, Medicare, Physical Therapy, Program Management, Community Outreach, Neurology, Management, Healthcare Management, Wound Care, Healthcare Consulting, Team Building, Healthcare, Home Care, Orthopedics, Strategic Planning
Education
Andrews University 1997 — 1999
Master's degree, Physical Therapy/Therapist
Auburn University 1993 — 1996
Bachelor of Science (BS), Exercise Physiology
Bridge HomeCare Partners February 2015 - Present
Certified Senior Advisors 2014 - Present
Concentra September 2013 - December 2014
Kindred Healthcare September 2011 - September 2013
Saber Heathcare July 2007 - August 2011
Sinclair Community College March 2006 - July 2011
Concept Rehab, Inc. January 2005 - January 2007
The Nursing Home Group January 2003 - October 2005
Skills
Certified Wound..., Credentialed Clinical..., Advanced Credentialed..., White House Intern,..., Hospitals, Orthopedic, Rehabilitation, Leadership, Treatment, Pediatrics, Medicare, Physical Therapy, Program Management, Community Outreach, Neurology, Management, Healthcare Management, Wound Care, Healthcare Consulting, Team Building, Healthcare, Home Care, Orthopedics, Strategic Planning
Education
Andrews University 1997 — 1999
Master's degree, Physical Therapy/Therapist
Auburn University 1993 — 1996
Bachelor of Science (BS), Exercise Physiology
Valerie Bryan Valerie Bryan's Certified Senior Advisors Experience March 2010 - December 2010
Job Payroll Processing
Industry Accounting
Experience
Lee, Mongelli and Associates August 2013 - Present
Brown, Ells & Company October 2010 - July 2013
Certified Senior Advisors March 2010 - December 2010
BBVA Compass February 2001 - October 2003
Skills
Non-profits, Microsoft Office, Public Speaking, Budgets, Event Planning, Small Business, Marketing, Team Building, Microsoft Excel, Customer Service, Project Planning, Coaching, Marketing Strategy, QuickBooks, Nonprofits, Social Media, Outlook, Event Management, PowerPoint, Public Relations, Research, Accounts Receivable, Accounts Payable, Payroll
Education
Colorado Christian University 1988 — 1989
Music
South High School 1984 — 1988
Lee, Mongelli and Associates August 2013 - Present
Brown, Ells & Company October 2010 - July 2013
Certified Senior Advisors March 2010 - December 2010
BBVA Compass February 2001 - October 2003
Skills
Non-profits, Microsoft Office, Public Speaking, Budgets, Event Planning, Small Business, Marketing, Team Building, Microsoft Excel, Customer Service, Project Planning, Coaching, Marketing Strategy, QuickBooks, Nonprofits, Social Media, Outlook, Event Management, PowerPoint, Public Relations, Research, Accounts Receivable, Accounts Payable, Payroll
Education
Colorado Christian University 1988 — 1989
Music
South High School 1984 — 1988
Richard Lamb Richard Lamb's Certified Senior Advisors Experience 1998 - Present
Job CEO Harborside Financial & Richard Lamb Insurance
Industry Financial Services
Experience
Hingham Lions Club 1978 - Present
Harborside Financial & Richard Lamb Insurance August 1985 - Present
Certified Senior Advisors 1998 - Present
Investors Capital 1998 - 2007
Investors Capitial Corperation 1999 - 2006
New England Advisory Group 1998 - 1999
John Hancock Insurance 1978 - 1984
Skills
Fixed Annuities, Estate Planning, Insurance, Investments, Finance, Small Business, Life Insurance, Financial Advisory, Financial Services, Series 7, Retirement Planning, Financial Planners, IRAs, Long Term Care Insurance, Wealth Management, Retirement, Term Life Insurance, Training, Sales, Investment Strategies, Trusts, Long-term Care, Strategic Financial..., Investment Advisory, 401k, Mutual Funds, Risk Management, Asset Management, Certified College..., FAFSA Student Financial..., College Admissions, College Financial Aid, College Financial Aid..., Financial Planning
Education
Commercial Investment Real Estate Institute ( CCIM ) 1995 — 2001
CCIM, commercial investment management
Northeastern University 1977 — 1978
Business Administration, Management and Operations
Hingham High School 1975 — 1977
St John's Seminary 1982 — 1983
Master Teacher Youth Ministries, Youth Ministries
Derby Academy 1965 — 1969
Hingham Lions Club 1978 - Present
Harborside Financial & Richard Lamb Insurance August 1985 - Present
Certified Senior Advisors 1998 - Present
Investors Capital 1998 - 2007
Investors Capitial Corperation 1999 - 2006
New England Advisory Group 1998 - 1999
John Hancock Insurance 1978 - 1984
Skills
Fixed Annuities, Estate Planning, Insurance, Investments, Finance, Small Business, Life Insurance, Financial Advisory, Financial Services, Series 7, Retirement Planning, Financial Planners, IRAs, Long Term Care Insurance, Wealth Management, Retirement, Term Life Insurance, Training, Sales, Investment Strategies, Trusts, Long-term Care, Strategic Financial..., Investment Advisory, 401k, Mutual Funds, Risk Management, Asset Management, Certified College..., FAFSA Student Financial..., College Admissions, College Financial Aid, College Financial Aid..., Financial Planning
Education
Commercial Investment Real Estate Institute ( CCIM ) 1995 — 2001
CCIM, commercial investment management
Northeastern University 1977 — 1978
Business Administration, Management and Operations
Hingham High School 1975 — 1977
St John's Seminary 1982 — 1983
Master Teacher Youth Ministries, Youth Ministries
Derby Academy 1965 — 1969
April Tate April Tate's Certified Senior Advisors Experience January 2013 - January 2015
Job Director Volunteer Onslow/United Way of Onslow County
Industry Nonprofit Organization Management
Experience
United Way of Onslow County July 2015 - Present
Volunteer Onslow/United Way of Onslow County November 2014 - Present
United Way of Onslow County & Volunteer Onslow November 2014 - Present
Certified Senior Advisors January 2013 - January 2015
Care Advantage, Inc. July 2012 - January 2014
Crater Caregiver Coalition June 2013 - November 2013
The Theater Company at Fort Lee April 2010 - August 2012
Care Advantage Inc November 2010 - July 2012
Care Advantage, Inc. April 2010 - November 2010
Project Solutions August 2008 - June 2009
Skills
Home Care, Healthcare Management, Healthcare, Nursing, Hospitals, Data Entry, Physician Relations, Customer Service, Fundraising, Public Speaking, Elder Care, Outlook, Team Building, HIPAA, Revenue Cycle, Revenue Cycle Management, Strategic Planning, Leadership Development, Medical Compliance, Medicare, Human Resources, Leadership, Policy, Training, Management, Recruiting, Employee Relations, Long-term Care, Patient Safety, Medical Terminology, Nonprofits, Medicaid, Cpr Certified, Software Documentation, Staff Development, Employee Benefits
Education
Wayland Baptist University 2006 — 2008
BOSE, Business Administration
Central Texas College 2003 — 2005
AAS, Business Management
White Oak High School 1989 — 1992
Diploma
United Way of Onslow County July 2015 - Present
Volunteer Onslow/United Way of Onslow County November 2014 - Present
United Way of Onslow County & Volunteer Onslow November 2014 - Present
Certified Senior Advisors January 2013 - January 2015
Care Advantage, Inc. July 2012 - January 2014
Crater Caregiver Coalition June 2013 - November 2013
The Theater Company at Fort Lee April 2010 - August 2012
Care Advantage Inc November 2010 - July 2012
Care Advantage, Inc. April 2010 - November 2010
Project Solutions August 2008 - June 2009
Skills
Home Care, Healthcare Management, Healthcare, Nursing, Hospitals, Data Entry, Physician Relations, Customer Service, Fundraising, Public Speaking, Elder Care, Outlook, Team Building, HIPAA, Revenue Cycle, Revenue Cycle Management, Strategic Planning, Leadership Development, Medical Compliance, Medicare, Human Resources, Leadership, Policy, Training, Management, Recruiting, Employee Relations, Long-term Care, Patient Safety, Medical Terminology, Nonprofits, Medicaid, Cpr Certified, Software Documentation, Staff Development, Employee Benefits
Education
Wayland Baptist University 2006 — 2008
BOSE, Business Administration
Central Texas College 2003 — 2005
AAS, Business Management
White Oak High School 1989 — 1992
Diploma
Comfort Keepers of Raleigh, NC's Certified Senior Advisors Experience May 2005 - May 2013
Job Owner, Bob Marshall CSA and Linda Marshall
Industry Hospital & Health Care
Experience
Comfort Keepers August 2004 - Present
Certified Senior Advisors May 2005 - May 2013
GSK January 2000 - April 2004
Education
Western Michigan University 1979 — 1983
Master of Business Administration (MBA), Accounting
Indiana University—Purdue University Fort Wayne 1973 — 1976
Bachelor of Science (BS), Accounting and Finance
Comfort Keepers August 2004 - Present
Certified Senior Advisors May 2005 - May 2013
GSK January 2000 - April 2004
Education
Western Michigan University 1979 — 1983
Master of Business Administration (MBA), Accounting
Indiana University—Purdue University Fort Wayne 1973 — 1976
Bachelor of Science (BS), Accounting and Finance
Harve Lubin's Certified Senior Advisors Experience 2005 - 2014
Job Branch Manager
Industry Financial Services
Experience
Right Start Mortgage October 2014 - Present
American Senior Funding, A Premier Branch of HighTechLending Inc. August 2012 - October 2014
Certified Senior Advisors 2005 - 2014
West Point Thoroughbreds, Inc. 2010 - 2013
American Senior Funding Corporation June 2004 - August 2012
Mical Mortgage 1975 - 1999
Skills
Customer Service, Mortgage Lending, Investments, Mortgage Banking, Reverse Mortgages, Marketing, Team Building, Loans, Loan Origination, Public Speaking, Leadership, Sales, Customer Retention, Small Business, Sales Management, Banking, Insurance, Strategic Planning, Training, Business Development, Credit, Management, New Business Development
Education
Case Western Reserve University 1955 — 1963
BA, Chemistry, Psychology
Right Start Mortgage October 2014 - Present
American Senior Funding, A Premier Branch of HighTechLending Inc. August 2012 - October 2014
Certified Senior Advisors 2005 - 2014
West Point Thoroughbreds, Inc. 2010 - 2013
American Senior Funding Corporation June 2004 - August 2012
Mical Mortgage 1975 - 1999
Skills
Customer Service, Mortgage Lending, Investments, Mortgage Banking, Reverse Mortgages, Marketing, Team Building, Loans, Loan Origination, Public Speaking, Leadership, Sales, Customer Retention, Small Business, Sales Management, Banking, Insurance, Strategic Planning, Training, Business Development, Credit, Management, New Business Development
Education
Case Western Reserve University 1955 — 1963
BA, Chemistry, Psychology
Lindsay Hudson Kourkoulos's Certified Senior Advisors Experience January 2011 - Present
Job Education Representative at Certified Senior Advisors
Industry Education Management
Experience
Certified Senior Advisors January 2011 - Present
The Art Institute of Colorado October 2004 - January 2011
Oilily July 2002 - October 2004
Aveda Environmental Lifesyle Store October 2001 - July 2002
Polk County School Board August 2000 - September 2001
Education
Florida Southern College 1996 — 2000
Humanities, Political Science, French, Theater, Art
Certified Senior Advisors January 2011 - Present
The Art Institute of Colorado October 2004 - January 2011
Oilily July 2002 - October 2004
Aveda Environmental Lifesyle Store October 2001 - July 2002
Polk County School Board August 2000 - September 2001
Education
Florida Southern College 1996 — 2000
Humanities, Political Science, French, Theater, Art
Marla Moreno's Certified Senior Advisors Experience Education CoordinatorCertified Senior AdvisorsJuly 2014 - Present
Job Education Coordinator at Certified Senior Advisors
Industry Education Management
Experience
Certified Senior Advisors Education CoordinatorCertified Senior AdvisorsJuly 2014 - Present
Education
Metropolitan State University of Denver
Certified Senior Advisors Education CoordinatorCertified Senior AdvisorsJuly 2014 - Present
Education
Metropolitan State University of Denver
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