CIA Financial Group
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CIA Financial Group Employees
Employee
Years
Job
Industry
Sarah Crudo Sarah Crudo's CIA Financial Group Experience September 2005 - August 2011
Job Senior Buyer at Jabil
Industry Logistics and Supply Chain
Michelle Ranney Michelle Ranney's CIA Financial Group Experience June 2013 - Present
Job Client Relationship Manager at CIA Financial Group
Industry Insurance
Experience
CIA Financial Group June 2013 - Present
Goodman Venegas Insurance Agency August 2005 - June 2013
Skills
Commercial Insurance, Account Management
Education
Saginaw Valley State University
Bachelor of Arts, English & Spanish
CIA Financial Group June 2013 - Present
Goodman Venegas Insurance Agency August 2005 - June 2013
Skills
Commercial Insurance, Account Management
Education
Saginaw Valley State University
Bachelor of Arts, English & Spanish
Jeffrey Roe Jeffrey Roe's CIA Financial Group Experience July 2008 - Present
Job Wealth Advisor at CIA Financial Group
Industry Financial Services
Experience
CIA Financial Group July 2008 - Present
AXA Advisors January 2006 - July 2008
Republic Bank, Inc August 2005 - December 2005
Menards, Inc August 2002 - May 2005
Education
Northern Michigan University 2001 — 2005
Bachelors, Finance
Oxford High School 1997 — 2001
CIA Financial Group July 2008 - Present
AXA Advisors January 2006 - July 2008
Republic Bank, Inc August 2005 - December 2005
Menards, Inc August 2002 - May 2005
Education
Northern Michigan University 2001 — 2005
Bachelors, Finance
Oxford High School 1997 — 2001
Christopher Barker, CPCU, AU. Christopher Barker, CPCU, AU.'s CIA Financial Group Experience December 2012 - February 2013
Job Production Underwriter at Willis Insurance Group/ DealerGuard
Industry Insurance
Experience
Willis Insurance Group/ DealerGuard May 2013 - Present
ORBIT July 2012 - July 2015
Chris Barker Management Solutions March 2011 - July 2015
CIA Financial Group December 2012 - February 2013
Kettering University/Tech Works June 2012 - December 2012
Merchants Insurance Group August 2009 - March 2011
Mercury Insurance Group August 2004 - August 2009
Burns and Wilcox August 2002 - August 2004
State Mutual/ MICOA/ AP Capital January 1997 - December 2001
State Mutual/Micoa/ AP Capital January 1996 - December 1996
Skills
Agency identification,..., Mentor and Coach, Talent Development, Guest Speaker, Program Management, Microsoft Excel 2010..., Relationship management, Marketed commercial and..., Product reconnaissance, Department management..., Microsoft Word 2010..., Risk selection, Commercial Lines..., Agency Relations, Microsoft Word, Underwriting, Risk Management, Talent Management, Relationship Management, Strategic Planning, Training, Process Improvement, Insurance, Reinsurance, Employee Benefits, Sales, PowerPoint, Start-ups, Customer Service, Claim, Project Management, Umbrella Insurance, Fundraising, Operations Management, Property & Casualty..., Team Building, General Insurance, Commercial Insurance, Entrepreneurship, Brokers, Human Resources, Business Development, Professional Liability, Casualty, Cross-functional Team..., Business Planning, Legal Liability, Analysis, Marketing, Commercial Lines
Education
Hillsdale College
Economics and Business Administration, Business, Marketing, etc.
Michigan Shifting Gears program
Willis Insurance Group/ DealerGuard May 2013 - Present
ORBIT July 2012 - July 2015
Chris Barker Management Solutions March 2011 - July 2015
CIA Financial Group December 2012 - February 2013
Kettering University/Tech Works June 2012 - December 2012
Merchants Insurance Group August 2009 - March 2011
Mercury Insurance Group August 2004 - August 2009
Burns and Wilcox August 2002 - August 2004
State Mutual/ MICOA/ AP Capital January 1997 - December 2001
State Mutual/Micoa/ AP Capital January 1996 - December 1996
Skills
Agency identification,..., Mentor and Coach, Talent Development, Guest Speaker, Program Management, Microsoft Excel 2010..., Relationship management, Marketed commercial and..., Product reconnaissance, Department management..., Microsoft Word 2010..., Risk selection, Commercial Lines..., Agency Relations, Microsoft Word, Underwriting, Risk Management, Talent Management, Relationship Management, Strategic Planning, Training, Process Improvement, Insurance, Reinsurance, Employee Benefits, Sales, PowerPoint, Start-ups, Customer Service, Claim, Project Management, Umbrella Insurance, Fundraising, Operations Management, Property & Casualty..., Team Building, General Insurance, Commercial Insurance, Entrepreneurship, Brokers, Human Resources, Business Development, Professional Liability, Casualty, Cross-functional Team..., Business Planning, Legal Liability, Analysis, Marketing, Commercial Lines
Education
Hillsdale College
Economics and Business Administration, Business, Marketing, etc.
Michigan Shifting Gears program
Kristen Rihacek Kristen Rihacek's CIA Financial Group Experience January 2011 - August 2011
Job Underwriting Support at Agent Benefits Corporation
Industry Insurance
Experience
Agent Benefits Corporation September 2011 - Present
CIA Financial Group January 2011 - August 2011
CIA Financial Group, Inc. July 1998 - August 2011
Skills
Employee Benefits, Health Insurance, Human Resources, Training, Insurance, Management, Sales, Strategic Financial..., Life Insurance, Brokers, Risk Management, Underwriting, Fixed Annuities
Education
University of Detroit Mercy 1992 — 1996
BS, Biology
Agent Benefits Corporation September 2011 - Present
CIA Financial Group January 2011 - August 2011
CIA Financial Group, Inc. July 1998 - August 2011
Skills
Employee Benefits, Health Insurance, Human Resources, Training, Insurance, Management, Sales, Strategic Financial..., Life Insurance, Brokers, Risk Management, Underwriting, Fixed Annuities
Education
University of Detroit Mercy 1992 — 1996
BS, Biology
Erin Schneider Erin Schneider's CIA Financial Group Experience September 2007 - June 2008
Job Certification Specialist
Industry
Experience
Ennis Center for Children June 2014 - Present
Kidtown USA January 2009 - June 2014
Department of Human Services September 2013 - April 2014
CIA Financial Group September 2007 - June 2008
McDonald's Corporation October 2006 - July 2007
Skills
Community Outreach, Volunteer Management, Event Planning, Fundraising, Microsoft Office, American Sign Language, Childcare, Leadership, Social Services, Child Welfare, Training, Teaching, Child Development, Public Speaking, Leadership Development, Microsoft Word, Nonprofits, Team Building, Case Management, Teamwork, Working With Children, PowerPoint
Education
Oakland University 2012 — 2014
Bachelor's Degree, Social Work, 3.62
Macomb Community College 2008 — 2012
Associate's degree, General Studies
Ennis Center for Children June 2014 - Present
Kidtown USA January 2009 - June 2014
Department of Human Services September 2013 - April 2014
CIA Financial Group September 2007 - June 2008
McDonald's Corporation October 2006 - July 2007
Skills
Community Outreach, Volunteer Management, Event Planning, Fundraising, Microsoft Office, American Sign Language, Childcare, Leadership, Social Services, Child Welfare, Training, Teaching, Child Development, Public Speaking, Leadership Development, Microsoft Word, Nonprofits, Team Building, Case Management, Teamwork, Working With Children, PowerPoint
Education
Oakland University 2012 — 2014
Bachelor's Degree, Social Work, 3.62
Macomb Community College 2008 — 2012
Associate's degree, General Studies
Marc Tomei, CLU®, ChFC® Marc Tomei, CLU®, ChFC®'s CIA Financial Group Experience May 2008 - November 2009
Job Financial Architect
Industry Financial Services
Experience
Financial Architects January 2014 - Present
Blue Water Financial Group/OneAmerica General Agency 2009 - December 2013
CIA Financial Group May 2008 - November 2009
Rock Financial/Quicken Loans March 2002 - December 2007
Quicken Loans 2005 - 2007
RWD Technologies, Inc. August 1996 - March 2002
United States Navy July 1988 - September 1996
Skills
Strategic Financial..., Insurance, Retirement, Investments, Employee Benefits, Life Insurance, Mortgage Lending, Entrepreneurship, Training, Finance, Disability Insurance, Leadership, Health Insurance, Series 7, Financial Services, Retirement Planning, Investment Advisory, Long-term Care, 401k, Fixed Annuities, Term Life Insurance, Pensions, Whole Life, Estate Planning, Series 6, Wealth Management, Mutual Funds
Education
The American College 2008 — 2011
CLU, ChFC, Financial Consulting
Charleston Southern University
University of Phoenix
Financial Architects January 2014 - Present
Blue Water Financial Group/OneAmerica General Agency 2009 - December 2013
CIA Financial Group May 2008 - November 2009
Rock Financial/Quicken Loans March 2002 - December 2007
Quicken Loans 2005 - 2007
RWD Technologies, Inc. August 1996 - March 2002
United States Navy July 1988 - September 1996
Skills
Strategic Financial..., Insurance, Retirement, Investments, Employee Benefits, Life Insurance, Mortgage Lending, Entrepreneurship, Training, Finance, Disability Insurance, Leadership, Health Insurance, Series 7, Financial Services, Retirement Planning, Investment Advisory, Long-term Care, 401k, Fixed Annuities, Term Life Insurance, Pensions, Whole Life, Estate Planning, Series 6, Wealth Management, Mutual Funds
Education
The American College 2008 — 2011
CLU, ChFC, Financial Consulting
Charleston Southern University
University of Phoenix
Chuck VanDoorne Chuck VanDoorne's CIA Financial Group Experience September 2010 - April 2011
Job New Business Development at Stevens Worldwide Van Lines
Industry Transportation/Trucking/Railroad
Experience
Stevens Worldwide Van Lines August 2012 - Present
Farm Bureau Insurance August 2011 - January 2013
CIA Financial Group September 2010 - April 2011
Stevens Worldwide Van Lines November 2007 - September 2010
Allied Van Lines February 2005 - November 2007
Countrywide Home Loans June 2003 - February 2005
First State Bank January 2000 - June 2003
Prudential Real Estate March 1998 - October 2002
Paramount Bank 1998 - 2000
Skills
Insurance, Risk Management, Commercial Insurance, Workers Compensation, Sales, Liability, Residential Homes, Umbrella Insurance, Move Management, Relocation, Real Estate
Education
Macomb Community College 1988 — 1990
Utica High School 1984 — 1987
Stevens Worldwide Van Lines August 2012 - Present
Farm Bureau Insurance August 2011 - January 2013
CIA Financial Group September 2010 - April 2011
Stevens Worldwide Van Lines November 2007 - September 2010
Allied Van Lines February 2005 - November 2007
Countrywide Home Loans June 2003 - February 2005
First State Bank January 2000 - June 2003
Prudential Real Estate March 1998 - October 2002
Paramount Bank 1998 - 2000
Skills
Insurance, Risk Management, Commercial Insurance, Workers Compensation, Sales, Liability, Residential Homes, Umbrella Insurance, Move Management, Relocation, Real Estate
Education
Macomb Community College 1988 — 1990
Utica High School 1984 — 1987
Corinna Allor Corinna Allor's CIA Financial Group Experience February 2007 - July 2012
Job Sales Support at RepWorx
Industry Insurance
Experience
RepWorx July 2012 - March 2015
CIA Financial Group February 2007 - July 2012
Utica Communtiy Schools September 1996 - February 2007
Skills
Sales Operations, Insurance, Commercial Insurance, Sales, Customer Service, Sales Management, Workers Compensation, Strategic Planning, Microsoft Office, Microsoft Word, Underwriting, Microsoft Excel, Property & Casualty..., Budgets, Liability
Education
Macomb Community College 1976 — 2007
Associate, Early Childhood Development
RepWorx July 2012 - March 2015
CIA Financial Group February 2007 - July 2012
Utica Communtiy Schools September 1996 - February 2007
Skills
Sales Operations, Insurance, Commercial Insurance, Sales, Customer Service, Sales Management, Workers Compensation, Strategic Planning, Microsoft Office, Microsoft Word, Underwriting, Microsoft Excel, Property & Casualty..., Budgets, Liability
Education
Macomb Community College 1976 — 2007
Associate, Early Childhood Development
Stephanie Dinco Stephanie Dinco's CIA Financial Group Experience November 2001 - Present
Job Client Service Manager at CIA Financial Group
Industry Insurance
Experience
CIA Financial Group November 2001 - Present
CIA Financial Group October 2009 - October 2012
CIA FINANCIAL GROUP January 2006 - October 2009
CIA Financial Group November 2001 - January 2006
Lake Side Insurance Agency 1996 - 2001
State Farm Insurance April 1992 - April 1996
Skills
Strategic Financial..., Risk Management, Management Consulting, Insurance, Management, Business Planning, Life Insurance, Property, Umbrella Insurance, Claim, Analysis, Commercial Insurance, Customer Service, Small Business, Workers Compensation
Education
Macomb Community College
Business Management
CIA Financial Group November 2001 - Present
CIA Financial Group October 2009 - October 2012
CIA FINANCIAL GROUP January 2006 - October 2009
CIA Financial Group November 2001 - January 2006
Lake Side Insurance Agency 1996 - 2001
State Farm Insurance April 1992 - April 1996
Skills
Strategic Financial..., Risk Management, Management Consulting, Insurance, Management, Business Planning, Life Insurance, Property, Umbrella Insurance, Claim, Analysis, Commercial Insurance, Customer Service, Small Business, Workers Compensation
Education
Macomb Community College
Business Management
Brenda Boomer Brenda Boomer's CIA Financial Group Experience September 2010 - February 2012
Job Marketing/Agent at Peabody Insurance Agency Inc
Industry Insurance
Experience
Peabody Insurance Agency Inc November 2013 - Present
Johnston Lewis Asso February 2011 - November 2013
CIA Financial Group September 2010 - February 2012
Smith Peabody Stiles Insurance February 2000 - February 2010
Brown & Brown Insurance February 2000 - February 2010
Skills
Employee Benefits, Home, Insurance, Casualty, Underwriting, Umbrella Insurance, Liability, Professional Liability, Legal Liability, General Insurance, Health Insurance, Brokers, Disability Insurance, Term Life Insurance, Marketing, Commercial Lines, Life Insurance, Fixed Annuities, D&O, Health Savings Accounts, Claim, Small Business, Sales, Strategic Financial..., Negotiation, Employment Practices..., Inland Marine, Property & Casualty..., Workers Compensation, Customer Service, New Business Development, Account Management, Marketing Strategy
Education
Baker College Business and Corporate Services 1984 — 1986
Associates Degree, Business
North Branch High School 1980 — 1984
Peabody Insurance Agency Inc November 2013 - Present
Johnston Lewis Asso February 2011 - November 2013
CIA Financial Group September 2010 - February 2012
Smith Peabody Stiles Insurance February 2000 - February 2010
Brown & Brown Insurance February 2000 - February 2010
Skills
Employee Benefits, Home, Insurance, Casualty, Underwriting, Umbrella Insurance, Liability, Professional Liability, Legal Liability, General Insurance, Health Insurance, Brokers, Disability Insurance, Term Life Insurance, Marketing, Commercial Lines, Life Insurance, Fixed Annuities, D&O, Health Savings Accounts, Claim, Small Business, Sales, Strategic Financial..., Negotiation, Employment Practices..., Inland Marine, Property & Casualty..., Workers Compensation, Customer Service, New Business Development, Account Management, Marketing Strategy
Education
Baker College Business and Corporate Services 1984 — 1986
Associates Degree, Business
North Branch High School 1980 — 1984
Beth Cushard Beth Cushard's CIA Financial Group Experience January 2008 - July 2008
Job Account Excutive
Industry Insurance
Experience
Blue Dealers Services July 2013 - Present
Action Group March 2006 - July 2013
CIA Financial Group January 2008 - July 2008
West chester Insurance 1992 - 1999
INA 1979 - 1981
Skills
Insurance, Liability, Risk Management, Fixed Annuities, Property & Casualty..., Umbrella Insurance, Workers Compensation, Term Life Insurance, Commercial Insurance
Education
Miami University 1992 — 1995
2yr, business
Blue Dealers Services July 2013 - Present
Action Group March 2006 - July 2013
CIA Financial Group January 2008 - July 2008
West chester Insurance 1992 - 1999
INA 1979 - 1981
Skills
Insurance, Liability, Risk Management, Fixed Annuities, Property & Casualty..., Umbrella Insurance, Workers Compensation, Term Life Insurance, Commercial Insurance
Education
Miami University 1992 — 1995
2yr, business
Corinne Duwe's CIA Financial Group Experience March 2005 - 2006
Job OneSource Marketing Execution Specialist at PerkinElmer
Industry Biotechnology
Experience
PerkinElmer May 2012 - Present
PerkinElmer July 2009 - May 2012
Holmgren & Associates May 2009 - July 2009
Wells Fargo Bank November 2007 - April 2009
CIA Financial Group March 2005 - 2006
Skills
Marketing, Project Management, Sales, Management, Cross-functional Team..., Program Management, Leadership, Team Leadership, InDesign, Event Planning, Project Coordination, Public Speaking, Project Planning, Coaching, Program Development, Training, Team Building, Process Improvement, Change Management, Corporate Events
Education
College of San Mateo 2011 — 2012
Professional Development Courses, General
Macomb Community College 2005 — 2006
AS, Liberal Arts
Michigan State University 1999 — 2003
PerkinElmer May 2012 - Present
PerkinElmer July 2009 - May 2012
Holmgren & Associates May 2009 - July 2009
Wells Fargo Bank November 2007 - April 2009
CIA Financial Group March 2005 - 2006
Skills
Marketing, Project Management, Sales, Management, Cross-functional Team..., Program Management, Leadership, Team Leadership, InDesign, Event Planning, Project Coordination, Public Speaking, Project Planning, Coaching, Program Development, Training, Team Building, Process Improvement, Change Management, Corporate Events
Education
College of San Mateo 2011 — 2012
Professional Development Courses, General
Macomb Community College 2005 — 2006
AS, Liberal Arts
Michigan State University 1999 — 2003
Anna Angotti-Portell's CIA Financial Group Experience August 2002 - Present
Job Insurance Agency, Account Manager,Licensed Client Relationship Manager
Industry Insurance
Experience
CIA Financial Group August 2002 - Present
Skills
Insurance, Risk Management, Customer Relations, Word, Problem Solving, Account Management, Outlook, Italian, French, Spanish, english, English, Inside Sales, Insurance Planning
Education
Michigan State University
Bachelor of Arts, Liberal Arts and Foreign Languages
CIA Financial Group August 2002 - Present
Skills
Insurance, Risk Management, Customer Relations, Word, Problem Solving, Account Management, Outlook, Italian, French, Spanish, english, English, Inside Sales, Insurance Planning
Education
Michigan State University
Bachelor of Arts, Liberal Arts and Foreign Languages
James Boland's CIA Financial Group Experience January 2003 - June 2008
Job Senior Project Manager at Professional Service Industries, Inc. (PSI)
Industry Environmental Services
Experience
Professional Service Industries, Inc. (PSI) March 2013 - Present
Concord Environmental July 2008 - January 2013
CIA Financial Group January 2003 - June 2008
Traverse Group, Inc September 1994 - September 2002
TolTest, Inc. March 1992 - September 1994
Industrial Environmental Consultants, LTD. October 1986 - March 1992
Skills
Environmental Consulting, Contractors, Environmental, Remediation, Contract Management, Demolition, Environmental Awareness, Groundwater Remediation, Hazardous Waste..., Sustainability, RCRA, Soil, Project Management, Waste Management
Education
Michigan Technological University 1982 — 1986
BS, Chemical Engineering
Professional Service Industries, Inc. (PSI) March 2013 - Present
Concord Environmental July 2008 - January 2013
CIA Financial Group January 2003 - June 2008
Traverse Group, Inc September 1994 - September 2002
TolTest, Inc. March 1992 - September 1994
Industrial Environmental Consultants, LTD. October 1986 - March 1992
Skills
Environmental Consulting, Contractors, Environmental, Remediation, Contract Management, Demolition, Environmental Awareness, Groundwater Remediation, Hazardous Waste..., Sustainability, RCRA, Soil, Project Management, Waste Management
Education
Michigan Technological University 1982 — 1986
BS, Chemical Engineering
Guy Anzell's CIA Financial Group Experience April 2008 - December 2008
Job Project Manager at Pentastar Aviation
Industry Airlines/Aviation
Experience
Seeking new opportunities June 2015 - Present
Pentastar Aviation December 2008 - June 2015
CIA Financial Group April 2008 - December 2008
H&R Block Financial Advisors August 2004 - April 2008
Bank One / Chase Bank October 2003 - August 2004
Hantz Group October 2001 - September 2003
Foamade Industries November 2000 - July 2001
DaimlerChrysler January 1998 - November 2000
Chrysler Pentastar Aviation October 1994 - December 1997
Skills
Aircraft Maintenance, Customer Service, Budget, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, Leadership, Project Management, Client Presentation, Seminars, Financial Analysis, SAP, Microsoft CRM, Private Pilot, Airframe & Power Plant..., Gantt, Cost Planning, Budgets, Risk Management, Process Improvement, Insurance, Strategic Financial..., Team Leadership, Portfolio Management, Finance, Strategic Planning, Aircraft, Commercial Aviation, Airports, Aerospace, Process Scheduler, Operations Management, Charter, Transportation, Program Management, Analysis, Project Planning, Management, Contract Negotiation, Team Building, Logistics, Site Relocation, Email Archiving, Customer Satisfaction
Education
The George Washington University 2014 — 2015
Project Management
Oakland University 1993 — 1997
Bachelors, Finance, Accounting
Embry-Riddle Aeronautical University 1985 — 1987
3.5 -4.0
Seeking new opportunities June 2015 - Present
Pentastar Aviation December 2008 - June 2015
CIA Financial Group April 2008 - December 2008
H&R Block Financial Advisors August 2004 - April 2008
Bank One / Chase Bank October 2003 - August 2004
Hantz Group October 2001 - September 2003
Foamade Industries November 2000 - July 2001
DaimlerChrysler January 1998 - November 2000
Chrysler Pentastar Aviation October 1994 - December 1997
Skills
Aircraft Maintenance, Customer Service, Budget, Microsoft Office, Microsoft Excel, Sales, Microsoft Word, Leadership, Project Management, Client Presentation, Seminars, Financial Analysis, SAP, Microsoft CRM, Private Pilot, Airframe & Power Plant..., Gantt, Cost Planning, Budgets, Risk Management, Process Improvement, Insurance, Strategic Financial..., Team Leadership, Portfolio Management, Finance, Strategic Planning, Aircraft, Commercial Aviation, Airports, Aerospace, Process Scheduler, Operations Management, Charter, Transportation, Program Management, Analysis, Project Planning, Management, Contract Negotiation, Team Building, Logistics, Site Relocation, Email Archiving, Customer Satisfaction
Education
The George Washington University 2014 — 2015
Project Management
Oakland University 1993 — 1997
Bachelors, Finance, Accounting
Embry-Riddle Aeronautical University 1985 — 1987
3.5 -4.0
Shelly Enen's CIA Financial Group Experience March 2007 - October 2008
Job Commercial Account Manager at Regency Insurance Group
Industry Insurance
Experience
Regency Insurance Group January 2015 - Present
Davis Vandenbosse November 2012 - October 2014
Johnston Lewis Associates, Inc. February 2010 - May 2012
Gompers, Couillard and Wolfe, Inc. December 2008 - February 2010
CIA Financial Group March 2007 - October 2008
Skills
Insurance, Workers Compensation, D&O, Employment Practices..., Inland Marine, Commercial Lines, Employee Benefits, Risk Management, Umbrella Insurance, Surety Bonds, Commercial Insurance, Directors & Officers...
Education
Michigan State University 1994 — 1997
Regency Insurance Group January 2015 - Present
Davis Vandenbosse November 2012 - October 2014
Johnston Lewis Associates, Inc. February 2010 - May 2012
Gompers, Couillard and Wolfe, Inc. December 2008 - February 2010
CIA Financial Group March 2007 - October 2008
Skills
Insurance, Workers Compensation, D&O, Employment Practices..., Inland Marine, Commercial Lines, Employee Benefits, Risk Management, Umbrella Insurance, Surety Bonds, Commercial Insurance, Directors & Officers...
Education
Michigan State University 1994 — 1997