CIGNA Financial Advisors
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CIGNA Financial Advisors Employees
Employee
Years
Job
Industry
Bob Heksch Bob Heksch's CIGNA Financial Advisors Experience May 1989 - November 1996
Job Wealth Advisor at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners January 2009 - Present
Silver Mountain Capital Partners November 2003 - January 2009
Aspen Management Group November 1996 - November 2003
CIgna Financial Advisors May 1989 - November 1996
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Estate Planning, Investments, Strategic Financial..., Asset Management, Investment Advisory, Insurance, Investment Strategies, Financial Advisory, Fixed Annuities, Portfolio Management, Retirement, Investment Management
Education
Arizona State University 1981 — 1982
Master of Business Administration (MBA), Finance, General
The Ohio State University 1978 — 1981
Bachelor of Science (B.S.), Finance, General
Stratos Wealth Partners January 2009 - Present
Silver Mountain Capital Partners November 2003 - January 2009
Aspen Management Group November 1996 - November 2003
CIgna Financial Advisors May 1989 - November 1996
Skills
Retirement Planning, Series 7, Wealth Management, Mutual Funds, Estate Planning, Investments, Strategic Financial..., Asset Management, Investment Advisory, Insurance, Investment Strategies, Financial Advisory, Fixed Annuities, Portfolio Management, Retirement, Investment Management
Education
Arizona State University 1981 — 1982
Master of Business Administration (MBA), Finance, General
The Ohio State University 1978 — 1981
Bachelor of Science (B.S.), Finance, General
Nancy Lee Nease Nancy Lee Nease's CIGNA Financial Advisors Experience 1993 - 1996
Job Sales & Marketing and Business Development Professional
Industry Marketing and Advertising
Experience
Grand Canyon University April 2012 - Present
Women of Scottsdale 2011 - 2015
Women of Scottsdale 2011 - 2015
Alchemy Consultants, Inc. October 2010 - April 2012
Alliant International University January 2008 - December 2010
Benedetto Communications 2008 - 2008
Windows & Doors by Design (formerly the Window Store) 1998 - 2007
McIntyre Advertising 1996 - 1998
CIGNA Financial Advisors 1993 - 1996
Ultra Medical Devices, Inc. 1980 - 1982
Skills
Marketing Strategy, Strategic Partnerships, Strategic Planning, Online Advertising, Team Building, Outlook, Leadership Development, Public Speaking, PowerPoint, Microsoft Excel, Financial Analysis, Consultative Sales, Branding Strategy, Market Positioning, Creative Messaging, Negotiations, Cold Calling, Competitive Analysis, SWOT Analysis, Vendor Relations, Partner Relations, Leadership, Social Media, Marketing Communications, Marketing, Business Development, SEO, Public Relations, Lead Generation, CRM, Management, Strategy, Sales, New Business Development, Social Networking, Social Media Marketing, Event Planning
Education
Grand Canyon University 2012 — 2013
Master of Business Administration (M.B.A.), Marketing
Marshall Goldsmith School of Management at Alliant International University 2009 — 2010
MBA, Marketing, Finance
Alliant International University-San Diego Scripps Ranch 2007 — 2008
B.A., Communications: Marketing Public Relations, 3.89
Pepperdine University
Grand Canyon University April 2012 - Present
Women of Scottsdale 2011 - 2015
Women of Scottsdale 2011 - 2015
Alchemy Consultants, Inc. October 2010 - April 2012
Alliant International University January 2008 - December 2010
Benedetto Communications 2008 - 2008
Windows & Doors by Design (formerly the Window Store) 1998 - 2007
McIntyre Advertising 1996 - 1998
CIGNA Financial Advisors 1993 - 1996
Ultra Medical Devices, Inc. 1980 - 1982
Skills
Marketing Strategy, Strategic Partnerships, Strategic Planning, Online Advertising, Team Building, Outlook, Leadership Development, Public Speaking, PowerPoint, Microsoft Excel, Financial Analysis, Consultative Sales, Branding Strategy, Market Positioning, Creative Messaging, Negotiations, Cold Calling, Competitive Analysis, SWOT Analysis, Vendor Relations, Partner Relations, Leadership, Social Media, Marketing Communications, Marketing, Business Development, SEO, Public Relations, Lead Generation, CRM, Management, Strategy, Sales, New Business Development, Social Networking, Social Media Marketing, Event Planning
Education
Grand Canyon University 2012 — 2013
Master of Business Administration (M.B.A.), Marketing
Marshall Goldsmith School of Management at Alliant International University 2009 — 2010
MBA, Marketing, Finance
Alliant International University-San Diego Scripps Ranch 2007 — 2008
B.A., Communications: Marketing Public Relations, 3.89
Pepperdine University
Denise Scher Denise Scher's CIGNA Financial Advisors Experience 1992 - 1996
Job Retirement Plan Consultant
Industry Financial Services
Experience
Hub International Investment Services Inc. November 2009 - Present
Hub International Investment Services Inc. November 2009 - Present
EBA The Executive Benefit Alliance July 2003 - December 2009
Sagemark Consulting 1992 - 2003
CIGNA Financial Advisors 1992 - 1996
Scribner Sciarra and Taylor 1983 - 1984
Skills
Retirement Planning, Investments, Insurance, Life Insurance, Securities, Financial Services, Pensions, 401k, Retirement Plan..., Disability Insurance, ERISA, Employee Benefits, FINRA, Fixed Annuities, Wealth Management, Finance, Estate Planning, Health Savings Accounts, Health Insurance, Mutual Funds, Retirement
Education
California State University-Northridge 1983 — 1985
Hub International Investment Services Inc. November 2009 - Present
Hub International Investment Services Inc. November 2009 - Present
EBA The Executive Benefit Alliance July 2003 - December 2009
Sagemark Consulting 1992 - 2003
CIGNA Financial Advisors 1992 - 1996
Scribner Sciarra and Taylor 1983 - 1984
Skills
Retirement Planning, Investments, Insurance, Life Insurance, Securities, Financial Services, Pensions, 401k, Retirement Plan..., Disability Insurance, ERISA, Employee Benefits, FINRA, Fixed Annuities, Wealth Management, Finance, Estate Planning, Health Savings Accounts, Health Insurance, Mutual Funds, Retirement
Education
California State University-Northridge 1983 — 1985
G. Kevin Stepanoff G. Kevin Stepanoff's CIGNA Financial Advisors Experience 1994 - 1998
Job Owner, PS&E LLC Plan to Prosper
Industry Financial Services
Experience
PS&E LLC Plan to Prosper 2000 - Present
Sagemark Consulting 1998 - 2014
Lincoln Financial Advisors 1998 - 2014
CIGNA Financial Advisors 1994 - 1998
Eastman Kodak 1979 - 1993
Education
State University of New York College at Cortland 1975 — 1979
BS, Chemistry
New Hartford High School 1971 — 1975
PS&E LLC Plan to Prosper 2000 - Present
Sagemark Consulting 1998 - 2014
Lincoln Financial Advisors 1998 - 2014
CIGNA Financial Advisors 1994 - 1998
Eastman Kodak 1979 - 1993
Education
State University of New York College at Cortland 1975 — 1979
BS, Chemistry
New Hartford High School 1971 — 1975
Richard Wiggins Richard Wiggins's CIGNA Financial Advisors Experience June 1977 - December 1999
Job Special Education Teacher / State President at Association of Texas Professional Educators
Industry Primary/Secondary Education
Experience
ATPE August 2014 - Present
Boerne ISD January 2002 - Present
ATPE August 2012 - July 2013
ATPE August 2011 - July 2012
CIGNA Financial Advisors June 1977 - December 1999
Skills
Teaching, Public Speaking, Nonprofits, Fundraising, Special Education, Classroom Management, Lesson Planning, Differentiated..., K-12, Classroom, Curriculum Development, Educational Leadership, Curriculum Design, Educational Technology, Staff Development, Teacher Training, Tutoring
Education
Lamar University 1975 — 1977
Master of Business Administration (M.B.A.), Business Administration and Management, General
Lamar University 1969 — 1974
Bachelor of Arts (B.A.), History
ATPE August 2014 - Present
Boerne ISD January 2002 - Present
ATPE August 2012 - July 2013
ATPE August 2011 - July 2012
CIGNA Financial Advisors June 1977 - December 1999
Skills
Teaching, Public Speaking, Nonprofits, Fundraising, Special Education, Classroom Management, Lesson Planning, Differentiated..., K-12, Classroom, Curriculum Development, Educational Leadership, Curriculum Design, Educational Technology, Staff Development, Teacher Training, Tutoring
Education
Lamar University 1975 — 1977
Master of Business Administration (M.B.A.), Business Administration and Management, General
Lamar University 1969 — 1974
Bachelor of Arts (B.A.), History
Ed Hogg Ed Hogg's CIGNA Financial Advisors Experience 1973 - 1996
Job Senior Consultant at Robson Planning Group, Inc
Industry Financial Services
Experience
Robson Planning Group, Inc January 2013 - Present
Penn Mutual 1999 - 2004
SunLife of Canada 1996 - 1999
Cigna Financial Advisors 1973 - 1996
US Army 1969 - 1971
Skills
Life Insurance, Disability Insurance, Strategic Financial..., Estate Planning, Business Planning, Strategic Consulting, Business Owner Planning, Real Estate Investor
Education
Marist College 1964 — 1968
Bachelor's Degree, Business Administration and Management, General
Robson Planning Group, Inc January 2013 - Present
Penn Mutual 1999 - 2004
SunLife of Canada 1996 - 1999
Cigna Financial Advisors 1973 - 1996
US Army 1969 - 1971
Skills
Life Insurance, Disability Insurance, Strategic Financial..., Estate Planning, Business Planning, Strategic Consulting, Business Owner Planning, Real Estate Investor
Education
Marist College 1964 — 1968
Bachelor's Degree, Business Administration and Management, General
Douglas Brisco JD LLM CLU ChFC CASL CRPC CLTC CAP Douglas Brisco JD LLM CLU ChFC CASL CRPC CLTC CAP's CIGNA Financial Advisors Experience 1995 - 1998
Job Marketing I Life Insurance I Annuities I Estate Planning I Consultant
Industry Insurance
Experience
MassMutual Financial Group - USIG Life Company Marketing April 2015 - Present
The Best FMO, LLC October 2014 - April 2015
Impact Technologies Group, Inc. January 2014 - September 2014
Northwestern Mutual Life Insurance Company November 2012 - February 2014
Ameriprise/RiverSource Life Insurance Company October 2011 - September 2012
MassMutual Financial Group February 2009 - October 2011
Lincoln Financial Distributors 2005 - 2009
Phoenix Life Insurance Company 1998 - 2004
CIGNA Financial Advisors 1995 - 1998
Shawmut Bank Trust Company 1993 - 1995
Education
National Social Security Association 2014 — 2015
National Social Security Advisor
The American College - REBC 2013 — 2015
Registered Employee Benefit Consultant
The American College - ChSNC 2010 — 2015
Chartered Special Needs Consultant
The American College - CAP
Chartered Advisor in Philanthropy
The American College - RICP
Retirement Income Certified Professional
College for Financial Planning - CRPC
Chartered Retirement Planning Counselor
The Corporation for Long-Term Care Certification - CLTC
Certified in Long-Term Care
The American College - CASL
Chartered Advisor for Senior Living
McCourt Associates - Wilson Learning
Customer-Focused Presentation Skills Workshop
McCourt Associates - Wilson Learning
The Counselor Salesperson Program
MassMutual Financial Group - USIG Life Company Marketing April 2015 - Present
The Best FMO, LLC October 2014 - April 2015
Impact Technologies Group, Inc. January 2014 - September 2014
Northwestern Mutual Life Insurance Company November 2012 - February 2014
Ameriprise/RiverSource Life Insurance Company October 2011 - September 2012
MassMutual Financial Group February 2009 - October 2011
Lincoln Financial Distributors 2005 - 2009
Phoenix Life Insurance Company 1998 - 2004
CIGNA Financial Advisors 1995 - 1998
Shawmut Bank Trust Company 1993 - 1995
Education
National Social Security Association 2014 — 2015
National Social Security Advisor
The American College - REBC 2013 — 2015
Registered Employee Benefit Consultant
The American College - ChSNC 2010 — 2015
Chartered Special Needs Consultant
The American College - CAP
Chartered Advisor in Philanthropy
The American College - RICP
Retirement Income Certified Professional
College for Financial Planning - CRPC
Chartered Retirement Planning Counselor
The Corporation for Long-Term Care Certification - CLTC
Certified in Long-Term Care
The American College - CASL
Chartered Advisor for Senior Living
McCourt Associates - Wilson Learning
Customer-Focused Presentation Skills Workshop
McCourt Associates - Wilson Learning
The Counselor Salesperson Program
Greg Edwards, CFP®, CLU, ChFC Greg Edwards, CFP®, CLU, ChFC's CIGNA Financial Advisors Experience 1986 - 1994
Job Helping Entrepreneurs Protect And Grow their Wealth
Industry Financial Services
Experience
Lawless, Edwards, & Warren - Wealth Management May 1994 - Present
CIGNA Financial Advisors 1986 - 1994
Skills
Securities, Investments, Series 7, Wealth Management, Estate Planning, Investment Advisory, Strategic Financial..., Asset Allocation, Asset Management, Private Equity, Retirement Planning, Entrepreneurship, Management, Mutual Funds, Finance, Construction, Due Diligence, Strategic Planning, Alternative Investments, Small Business, Series 63, Insurance, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Fixed Annuities, Life Insurance
Education
University of South Florida 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Lawless, Edwards, & Warren - Wealth Management May 1994 - Present
CIGNA Financial Advisors 1986 - 1994
Skills
Securities, Investments, Series 7, Wealth Management, Estate Planning, Investment Advisory, Strategic Financial..., Asset Allocation, Asset Management, Private Equity, Retirement Planning, Entrepreneurship, Management, Mutual Funds, Finance, Construction, Due Diligence, Strategic Planning, Alternative Investments, Small Business, Series 63, Insurance, Portfolio Management, Financial Analysis, Mergers & Acquisitions, Fixed Annuities, Life Insurance
Education
University of South Florida 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Gary Hennings Gary Hennings's CIGNA Financial Advisors Experience September 1993 - January 1994
Job Seniorlevel Finance IT Manager
Industry Consumer Goods
Experience
NetSuite 2014 - 2015
GENEWIZ, Inc 2012 - 2014
L'OREAL USA November 2009 - February 2012
L'OREAL USA January 2004 - November 2009
L'OREAL USA April 1998 - December 2003
Warner Chilcott April 1996 - April 1998
TRECOM CONSULTING July 1995 - April 1996
CIGNA FINANCIAL ADVISORS September 1993 - January 1994
EXXON CHEMICAL COMPANY January 1988 - September 1993
Skills
Cross-functional Team..., Project Management, FMCG, Cosmetics, Trade Marketing, Fragrance, Personal Care, Management, CRM, ERP, SAP R/3, Process Improvement, SAP, Integration, Forecasting, Business Process..., Program Management, Budgets, Access, Vendor Management, Consulting, Business Analysis, Leadership, Strategy, Financial Reporting, Training, Information Technology, Sales, Enterprise Software, Human Resources, Microsoft Office, Change Management, Analytics, Business Intelligence
Education
Chubb Top Gun
Rutgers University
Bachelor of Arts, History
Sacred Heart University
Masters of Business Administration, Finance
NetSuite 2014 - 2015
GENEWIZ, Inc 2012 - 2014
L'OREAL USA November 2009 - February 2012
L'OREAL USA January 2004 - November 2009
L'OREAL USA April 1998 - December 2003
Warner Chilcott April 1996 - April 1998
TRECOM CONSULTING July 1995 - April 1996
CIGNA FINANCIAL ADVISORS September 1993 - January 1994
EXXON CHEMICAL COMPANY January 1988 - September 1993
Skills
Cross-functional Team..., Project Management, FMCG, Cosmetics, Trade Marketing, Fragrance, Personal Care, Management, CRM, ERP, SAP R/3, Process Improvement, SAP, Integration, Forecasting, Business Process..., Program Management, Budgets, Access, Vendor Management, Consulting, Business Analysis, Leadership, Strategy, Financial Reporting, Training, Information Technology, Sales, Enterprise Software, Human Resources, Microsoft Office, Change Management, Analytics, Business Intelligence
Education
Chubb Top Gun
Rutgers University
Bachelor of Arts, History
Sacred Heart University
Masters of Business Administration, Finance
Alisa Bechthold Alisa Bechthold's CIGNA Financial Advisors Experience 1994 - 1995
Job Managing Director, Healthcare Industries Advisory at PwC
Industry Pharmaceuticals
Experience
PwC October 2011 - Present
Merck May 2010 - February 2012
Schering Plough December 2003 - April 2011
Agilent Technologies 2000 - 2003
Wyndgate Technologies 1996 - 2000
Cigna Financial Advisors 1994 - 1995
Syntex Laboratories 1991 - 1994
Merck 1989 - 1991
Skills
Strategy Planning &..., Merger Integration, Organizational Change..., Enterprise Program..., Program Recovery and..., Benefit Realization, Leadership & Team..., Acquisition Integration, Change Management, Effectiveness, CRM, Employee Benefits, Leadership, Strategic Planning, PMO, Computer Program, Cross-functional Team..., Mergers, Business Transformation, Organizational..., Program Management, Project Management, Project Planning, Management, Mergers & Acquisitions, Process Improvement, Strategy
Education
Alliant International University-San Diego Scripps Ranch 1992 — 1994
MIBA
California State University-Sacramento 1985 — 1989
BS
PwC October 2011 - Present
Merck May 2010 - February 2012
Schering Plough December 2003 - April 2011
Agilent Technologies 2000 - 2003
Wyndgate Technologies 1996 - 2000
Cigna Financial Advisors 1994 - 1995
Syntex Laboratories 1991 - 1994
Merck 1989 - 1991
Skills
Strategy Planning &..., Merger Integration, Organizational Change..., Enterprise Program..., Program Recovery and..., Benefit Realization, Leadership & Team..., Acquisition Integration, Change Management, Effectiveness, CRM, Employee Benefits, Leadership, Strategic Planning, PMO, Computer Program, Cross-functional Team..., Mergers, Business Transformation, Organizational..., Program Management, Project Management, Project Planning, Management, Mergers & Acquisitions, Process Improvement, Strategy
Education
Alliant International University-San Diego Scripps Ranch 1992 — 1994
MIBA
California State University-Sacramento 1985 — 1989
BS
Stephanie Goucher CFP(R)'s CIGNA Financial Advisors Experience November 1984 - April 1992
Job Full Service Comprehensive Financial Services
Industry Financial Services
Experience
Cornerstone Financial Programs, Inc. May 1994 - Present
Doctor's Management Consultants May 1993 - April 1994
Donnelly, Meiners, Jordan and Kline May 1992 - April 1993
CIGNA Financial Advisors November 1984 - April 1992
Education
MidAmerica Nazarene University
BA, Management and Human Relations
Cornerstone Financial Programs, Inc. May 1994 - Present
Doctor's Management Consultants May 1993 - April 1994
Donnelly, Meiners, Jordan and Kline May 1992 - April 1993
CIGNA Financial Advisors November 1984 - April 1992
Education
MidAmerica Nazarene University
BA, Management and Human Relations
Rusty Peterson, ChFC, CLU, CRPC® Rusty Peterson, ChFC, CLU, CRPC®'s CIGNA Financial Advisors Experience July 1990 - August 1993
Job Investment Advisor Representive at Investors Advisory Group, LLC helping create, implement & update a financial plan.
Industry Financial Services
Experience
Investors Advisory Group, LLC March 2012 - Present
Lincoln Financial Advisors August 1993 - August 2008
CIGNA Financial Advisors July 1990 - August 1993
Skills
Retirement Planning, Retirement, Estate Planning, Strategic Financial..., Financial Advisory, 401k, Series 7, Securities, Investments, Life Insurance, Insurance, Wealth Accumulation, Finance, Fixed Annuities, Mutual Funds, Financial Planners, Asset Management, Small Business, Wealth Management, Investment Advisory, IRAs, Disability Insurance, Asset Allocation, Employee Stock Options, Long-term Care, Succession Planning, Investment Strategies, Plannning, Financial Goals, Charitable Planning, Business Succession...
Education
College For Financial Planning 2008 — 2008
CRPC®, Certified Retirement Planning Counselor
American College 1991 — 1993
CLU, Chartered Life Underwriter
American College 1990 — 1991
ChFC, Chartered Financial Consultant
Southwestern University 1987 — 1990
BA, Major in Business, Minor in Mathematics
Round Rock High School 1983 — 1986
High School Diploma, Science & Math
Investors Advisory Group, LLC March 2012 - Present
Lincoln Financial Advisors August 1993 - August 2008
CIGNA Financial Advisors July 1990 - August 1993
Skills
Retirement Planning, Retirement, Estate Planning, Strategic Financial..., Financial Advisory, 401k, Series 7, Securities, Investments, Life Insurance, Insurance, Wealth Accumulation, Finance, Fixed Annuities, Mutual Funds, Financial Planners, Asset Management, Small Business, Wealth Management, Investment Advisory, IRAs, Disability Insurance, Asset Allocation, Employee Stock Options, Long-term Care, Succession Planning, Investment Strategies, Plannning, Financial Goals, Charitable Planning, Business Succession...
Education
College For Financial Planning 2008 — 2008
CRPC®, Certified Retirement Planning Counselor
American College 1991 — 1993
CLU, Chartered Life Underwriter
American College 1990 — 1991
ChFC, Chartered Financial Consultant
Southwestern University 1987 — 1990
BA, Major in Business, Minor in Mathematics
Round Rock High School 1983 — 1986
High School Diploma, Science & Math
John Vreeland CFP®, ChFC John Vreeland CFP®, ChFC's CIGNA Financial Advisors Experience 1992 - 1997
Job Member at Fairlead Financial Advisors, LLC
Industry Investment Management
Experience
Fairlead Financial Advisors, LLC 2004 - Present
Vreeland Financial Designs 1997 - 2004
CIGNA Financial Advisors 1992 - 1997
Skills
Investment Advisory, Investment Management, Asset Allocation, Retirement Planning, Portfolio Management, Strategic Financial..., Mutual Funds, Financial Advisory, Strategic Planning, Wealth Management..., Financial Analysis, Estate Planning
Education
Columbia University - Columbia Business School 1988 — 1989
MBA
Tulane University 1975 — 1980
BA, Philosophy
Fairlead Financial Advisors, LLC 2004 - Present
Vreeland Financial Designs 1997 - 2004
CIGNA Financial Advisors 1992 - 1997
Skills
Investment Advisory, Investment Management, Asset Allocation, Retirement Planning, Portfolio Management, Strategic Financial..., Mutual Funds, Financial Advisory, Strategic Planning, Wealth Management..., Financial Analysis, Estate Planning
Education
Columbia University - Columbia Business School 1988 — 1989
MBA
Tulane University 1975 — 1980
BA, Philosophy
Peter Gaines, ChFC®, CLU®, CRPC® Peter Gaines, ChFC®, CLU®, CRPC®'s CIGNA Financial Advisors Experience May 1992 - December 1998
Job Financial Planner at Integrated Financial Partners
Industry Financial Services
Experience
Integrated Financial Partners October 2006 - Present
Baystate Financial Services 2002 - 2006
Berkshire Life Insurance Company January 1999 - December 2000
CIGNA Financial Advisors May 1992 - December 1998
Baystate Financial Services 1979 - 1992
Steffian Bradley Architects 1973 - 1979
Skills
Retirement Planning, Retirement, Financial Services, Financial Advisory, Estate Planning, Mutual Funds, Long Term Care Insurance, Strategic Financial..., Investments, Wealth Accumulation, Tax, Fixed Annuities, Wealth Management, Series 7, Long-term Care, Insurance, Small Business, Investment Advisory, Wealth, Asset Allocation, Financial Planners, Wealth Management..., Securities, Qualified Retirement..., Series 63, Finance, Financial Planning
Education
The American College 1982 — 1984
Notheastern University 1967 — 1972
Bachelor of Science (BS), Accounting Major in School of Business Administration
College for Financial Planning
Integrated Financial Partners October 2006 - Present
Baystate Financial Services 2002 - 2006
Berkshire Life Insurance Company January 1999 - December 2000
CIGNA Financial Advisors May 1992 - December 1998
Baystate Financial Services 1979 - 1992
Steffian Bradley Architects 1973 - 1979
Skills
Retirement Planning, Retirement, Financial Services, Financial Advisory, Estate Planning, Mutual Funds, Long Term Care Insurance, Strategic Financial..., Investments, Wealth Accumulation, Tax, Fixed Annuities, Wealth Management, Series 7, Long-term Care, Insurance, Small Business, Investment Advisory, Wealth, Asset Allocation, Financial Planners, Wealth Management..., Securities, Qualified Retirement..., Series 63, Finance, Financial Planning
Education
The American College 1982 — 1984
Notheastern University 1967 — 1972
Bachelor of Science (BS), Accounting Major in School of Business Administration
College for Financial Planning
I. Michael (Mike) Goodrich I. Michael (Mike) Goodrich's CIGNA Financial Advisors Experience 1991 - 1998
Job President at Goodrich Planning Strategies LLC
Industry Insurance
Experience
Goodrich Planning Strategies LLC July 2013 - Present
View Capital Advisors, LLC 2004 - July 2013
Bluffview Wealth Management, LLC 2004 - 2011
Deutsche Bank Alex. Brown 2000 - 2004
Brownlie, Braden, Goodrich, Parrish & Reisinger, LLC 1998 - 2000
CIGNA Financial Advisors 1991 - 1998
Arthur Andersen 1983 - 1986
Skills
Estate Planning, Estate Tax Planning, Generation Skipping Tax..., Beneficiary Defective..., Intentionally defective..., Lifetime Wealth..., Family Limited..., Investment Management, Asset Managment, Asset Allocation, Investments, Alternative Investments, Financial Advisory, Life Insurance, Private Placement Life..., Frozen Cash Value..., Irrevocable Life..., Charitable Trusts, Charitable Gift Planning, Charitable Remainder..., Charitable Gift..., Private Foundations, Asset Protection, Powers of Attorney, Medical Power of..., Advance Directives, Private Equity, Valuation, Private Placements, Mergers & Acquisitions, Limited Partnerships, Financial Planners
Education
University of Exeter 1982 — 1983
LL.M. International Business Legal Studies, International Business, Trade, and Tax Law
Baylor University - Hankamer School of Business 1981 — 1982
Master of Business Administration (M.B.A.), Finance, General
Baylor Law School 1979 — 1981
Doctor of Law (J.D.)
Baylor University - Hankamer School of Business 1975 — 1979
Bachelor of Business Administration (BBA), Economics and Finance, Cum Laude
Goodrich Planning Strategies LLC July 2013 - Present
View Capital Advisors, LLC 2004 - July 2013
Bluffview Wealth Management, LLC 2004 - 2011
Deutsche Bank Alex. Brown 2000 - 2004
Brownlie, Braden, Goodrich, Parrish & Reisinger, LLC 1998 - 2000
CIGNA Financial Advisors 1991 - 1998
Arthur Andersen 1983 - 1986
Skills
Estate Planning, Estate Tax Planning, Generation Skipping Tax..., Beneficiary Defective..., Intentionally defective..., Lifetime Wealth..., Family Limited..., Investment Management, Asset Managment, Asset Allocation, Investments, Alternative Investments, Financial Advisory, Life Insurance, Private Placement Life..., Frozen Cash Value..., Irrevocable Life..., Charitable Trusts, Charitable Gift Planning, Charitable Remainder..., Charitable Gift..., Private Foundations, Asset Protection, Powers of Attorney, Medical Power of..., Advance Directives, Private Equity, Valuation, Private Placements, Mergers & Acquisitions, Limited Partnerships, Financial Planners
Education
University of Exeter 1982 — 1983
LL.M. International Business Legal Studies, International Business, Trade, and Tax Law
Baylor University - Hankamer School of Business 1981 — 1982
Master of Business Administration (M.B.A.), Finance, General
Baylor Law School 1979 — 1981
Doctor of Law (J.D.)
Baylor University - Hankamer School of Business 1975 — 1979
Bachelor of Business Administration (BBA), Economics and Finance, Cum Laude
Paul Bury Paul Bury's CIGNA Financial Advisors Experience September 1997 - October 1998
Job Financial Consultant at Xcel Energy
Industry Utilities
Experience
Xcel Energy April 2002 - Present
Cost Management Solutions January 2000 - April 2002
Kinder Morgan October 1998 - January 2000
Cigna Financial Advisors September 1997 - October 1998
Pacific Gas and Electric 1986 - 1997
Ernst & Whinney June 1984 - October 1986
Skills
Compliance, Budgeting, Process Improvement, Risk Management, Management Consulting, Budgets, Analysis, Strategic Financial..., Negotiation, Management, Leadership, Forecasting, Program Management, Contract Negotiation, Variance Analysis, Team Building, Financial Analysis, Auditing, Pricing, Finance, Financial Planning
Education
Brigham Young University 1983 — 1984
Masters, Accounting
Brigham Young University 1980 — 1984
Bachelor of Science (B.S.), Accounting
Xcel Energy April 2002 - Present
Cost Management Solutions January 2000 - April 2002
Kinder Morgan October 1998 - January 2000
Cigna Financial Advisors September 1997 - October 1998
Pacific Gas and Electric 1986 - 1997
Ernst & Whinney June 1984 - October 1986
Skills
Compliance, Budgeting, Process Improvement, Risk Management, Management Consulting, Budgets, Analysis, Strategic Financial..., Negotiation, Management, Leadership, Forecasting, Program Management, Contract Negotiation, Variance Analysis, Team Building, Financial Analysis, Auditing, Pricing, Finance, Financial Planning
Education
Brigham Young University 1983 — 1984
Masters, Accounting
Brigham Young University 1980 — 1984
Bachelor of Science (B.S.), Accounting
Bob Birgen Bob Birgen's CIGNA Financial Advisors Experience 1987 - 1991
Job Principal at Abridge Partners, LLC
Industry Financial Services
Experience
Abridge Partners, LLC 2007 - Present
FFR Advisory, LLC 1991 - 2007
CIGNA Financial Advisors 1987 - 1991
Ernst & Whinney 1980 - 1987
Skills
Estate Planning, Financial Planning, Tax, Estate Tax Planning, Trusts, Investments, Wealth, High Net Worth..., Asset Management, Small Business, Insurance, Income Tax, Asset Allocation, Strategic Financial..., Wealth Management, Financial Advisory
Education
California State Polytechnic University-Pomona 1976 — 1980
Bachelor of Science (BS), Business Administration, Accounting
Don Bosco Technical Institute, Rosemead, CA 1971 — 1976
Associate of Science (AS), Automotive Technology
Strategic Coach
Abridge Partners, LLC 2007 - Present
FFR Advisory, LLC 1991 - 2007
CIGNA Financial Advisors 1987 - 1991
Ernst & Whinney 1980 - 1987
Skills
Estate Planning, Financial Planning, Tax, Estate Tax Planning, Trusts, Investments, Wealth, High Net Worth..., Asset Management, Small Business, Insurance, Income Tax, Asset Allocation, Strategic Financial..., Wealth Management, Financial Advisory
Education
California State Polytechnic University-Pomona 1976 — 1980
Bachelor of Science (BS), Business Administration, Accounting
Don Bosco Technical Institute, Rosemead, CA 1971 — 1976
Associate of Science (AS), Automotive Technology
Strategic Coach
Robert Hemmick's CIGNA Financial Advisors Experience 1974 - 1994
Job SVP / Marketing / Pittsburgh Brokerage / Capitas Financial / Representative of The Leaders Group, Member FINRA/SIPC
Industry Financial Services
Experience
Pittsburgh Brokerage Services, Inc. / Capitas Financial April 2014 - Present
National Brokerage / Formerly ECC Marketing January 2006 - March 2014
Penn Mutual Life Insurance Company February 2003 - January 2006
Pullman Financial Corporation August 1999 - February 2003
Actuarial Data, Inc September 1994 - July 1999
CIGNA Financial Advisors 1974 - 1994
Skills
Public Speaking, Microsoft Excel, Financial Services, Leadership, Training, Term Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Life Insurance, Health Insurance, Long-term Care, Account Management, Management, Finance, Investments, Sales, Variable Annuities, Sales Management, Estate Planning, Financial Advisory, Employee Benefits, Retirement Planning
Education
Ball State University 1968 — 1972
BS, Education
Pittsburgh Brokerage Services, Inc. / Capitas Financial April 2014 - Present
National Brokerage / Formerly ECC Marketing January 2006 - March 2014
Penn Mutual Life Insurance Company February 2003 - January 2006
Pullman Financial Corporation August 1999 - February 2003
Actuarial Data, Inc September 1994 - July 1999
CIGNA Financial Advisors 1974 - 1994
Skills
Public Speaking, Microsoft Excel, Financial Services, Leadership, Training, Term Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Life Insurance, Health Insurance, Long-term Care, Account Management, Management, Finance, Investments, Sales, Variable Annuities, Sales Management, Estate Planning, Financial Advisory, Employee Benefits, Retirement Planning
Education
Ball State University 1968 — 1972
BS, Education
Steven Greenwood Steven Greenwood's CIGNA Financial Advisors Experience 1994 - 1999
Job Estate Planner, Attorney at Law at Steven M. Greenwood, P.C.
Industry Law Practice
Experience
Steven M. Greenwood, Prof. Corp. January 2002 - Present
Steven M. Greenwood, Prof. Corp. 1979 - Present
Cigna Financial Advisors 1994 - 1999
Skills
Estate Planning, Probate, Asset Protection, Succession Planning, Trusts, Wills, Estate Administration, Legal Writing, Small Business, Powers of Attorney, Estate Tax Planning, Estate Law, Wealth, Family Law, LLC, High Net Worth..., Business, Real Estate, Legal Assistance, Elder Law
Education
San Fernando Valley College of Law 1975 — 1978
Juris Doctorate, Law
University of California, Berkeley 1968 — 1972
BA, Economics
Steven M. Greenwood, Prof. Corp. January 2002 - Present
Steven M. Greenwood, Prof. Corp. 1979 - Present
Cigna Financial Advisors 1994 - 1999
Skills
Estate Planning, Probate, Asset Protection, Succession Planning, Trusts, Wills, Estate Administration, Legal Writing, Small Business, Powers of Attorney, Estate Tax Planning, Estate Law, Wealth, Family Law, LLC, High Net Worth..., Business, Real Estate, Legal Assistance, Elder Law
Education
San Fernando Valley College of Law 1975 — 1978
Juris Doctorate, Law
University of California, Berkeley 1968 — 1972
BA, Economics
Mark O. Stephan Mark O. Stephan's CIGNA Financial Advisors Experience February 1994 - August 1998
Job Branch Manager/Financial Advisor
Industry Financial Services
Experience
LPL Financial November 2009 - Present
Eden Prairie Bantam A September 2015 - Present
Bloomington Jefferson H.S. May 2010 - May 2015
Lincoln Financial Advisors/Sagemark Consulting August 1998 - November 2009
Edina High School June 2005 - May 2008
CIGNA Financial Advisors February 1994 - August 1998
Shattuck St. Mary's School September 1985 - June 1987
Skills
Retirement Planning, Financial Planning, Retirement, Financial Advisory, Insurance, Series 7, Wealth Management, Investments, Securities, Financial Planners, Finance, Wealth, Mutual Funds, FINRA, Investment Advisory, Wealth Accumulation, Asset Allocation, Estate Planning, Series 63, Portfolio Management
Education
Carleton College 1981 — 1985
BA
Shattuck - St.Mary's 1979 — 1981
LPL Financial November 2009 - Present
Eden Prairie Bantam A September 2015 - Present
Bloomington Jefferson H.S. May 2010 - May 2015
Lincoln Financial Advisors/Sagemark Consulting August 1998 - November 2009
Edina High School June 2005 - May 2008
CIGNA Financial Advisors February 1994 - August 1998
Shattuck St. Mary's School September 1985 - June 1987
Skills
Retirement Planning, Financial Planning, Retirement, Financial Advisory, Insurance, Series 7, Wealth Management, Investments, Securities, Financial Planners, Finance, Wealth, Mutual Funds, FINRA, Investment Advisory, Wealth Accumulation, Asset Allocation, Estate Planning, Series 63, Portfolio Management
Education
Carleton College 1981 — 1985
BA
Shattuck - St.Mary's 1979 — 1981
Bruce Bourdon, APSC Bruce Bourdon, APSC's CIGNA Financial Advisors Experience 1991 - 1994
Job Senior Strategic Sales Executive
Industry Financial Services
Experience
U.S. Bank 2014 - 2015
U.S. Bank 2006 - 2014
U.S. Bank 2003 - 2006
U.S. Bank 2000 - 2003
U.S. Bank 1994 - 2000
Cigna Financial Advisors 1991 - 1994
Open Systems 1985 - 1991
Skills
Solution Selling, Management, Sales Operations, Selling, Sales, Sales Management, Strategic Planning, Training, Financial Services, Customer Satisfaction, Customer Retention, Customer Service, Finance, Insurance, Human Resources, Social Networking, Consulting, Investments, Pricing, Accounting, Banking, Relationship Management, Account Management, Commercial Banking, Electronic Payments, Business Strategy, Payments, Contract Negotiation, Executive Management, Recruiting, Credit Cards, Strategy, Credit, Loans, CRM, Program Management, Risk Management, Treasury Management, Portfolio Management, Process Improvement, Leadership, SaaS
Education
University of Minnesota - Carlson School of Management
Bachelor of Science, Business Administration, Marketing Emphasis, Minor: Speech-Communications
University of Minnesota-Duluth
Pre-Business and Liberal Arts
U.S. Bank 2014 - 2015
U.S. Bank 2006 - 2014
U.S. Bank 2003 - 2006
U.S. Bank 2000 - 2003
U.S. Bank 1994 - 2000
Cigna Financial Advisors 1991 - 1994
Open Systems 1985 - 1991
Skills
Solution Selling, Management, Sales Operations, Selling, Sales, Sales Management, Strategic Planning, Training, Financial Services, Customer Satisfaction, Customer Retention, Customer Service, Finance, Insurance, Human Resources, Social Networking, Consulting, Investments, Pricing, Accounting, Banking, Relationship Management, Account Management, Commercial Banking, Electronic Payments, Business Strategy, Payments, Contract Negotiation, Executive Management, Recruiting, Credit Cards, Strategy, Credit, Loans, CRM, Program Management, Risk Management, Treasury Management, Portfolio Management, Process Improvement, Leadership, SaaS
Education
University of Minnesota - Carlson School of Management
Bachelor of Science, Business Administration, Marketing Emphasis, Minor: Speech-Communications
University of Minnesota-Duluth
Pre-Business and Liberal Arts
Brent Eugenides Brent Eugenides's CIGNA Financial Advisors Experience 1995 - 1998
Job CERTIFIED FINANCIAL PLANNER (tm), Professional
Industry Financial Services
Experience
Private Practice May 1998 - Present
Cigna Financial Advisors 1995 - 1998
Skills
Retirement, Investments, Strategic Financial..., Financial Advisory, Retirement Planning, Wealth Management, Portfolio Management, Estate Planning, Financial Planners, Financial Services, Wealth, Insurance, Finance, Fixed Annuities, Mutual Funds, Wealth Management..., Investment Advisory, Securities, Trust Services, Employee Benefits, Series 63, Life Insurance, Alternative Investments, Asset Management, Investment Strategies, Small Business, Financial Analysis, Asset Allocation, Long-term Care, Disability Insurance, Financial Planning
Education
University of South Carolina-Columbia 1976 — 1978
Bachelor of Science (BS), Finance, General
Private Practice May 1998 - Present
Cigna Financial Advisors 1995 - 1998
Skills
Retirement, Investments, Strategic Financial..., Financial Advisory, Retirement Planning, Wealth Management, Portfolio Management, Estate Planning, Financial Planners, Financial Services, Wealth, Insurance, Finance, Fixed Annuities, Mutual Funds, Wealth Management..., Investment Advisory, Securities, Trust Services, Employee Benefits, Series 63, Life Insurance, Alternative Investments, Asset Management, Investment Strategies, Small Business, Financial Analysis, Asset Allocation, Long-term Care, Disability Insurance, Financial Planning
Education
University of South Carolina-Columbia 1976 — 1978
Bachelor of Science (BS), Finance, General
Bradford Creger Bradford Creger's CIGNA Financial Advisors Experience August 1993 - June 2000
Job President/CEO at Total Financial Resource Group, Inc.
Industry Financial Services
Experience
Total Financial Resource Group, Inc. June 2000 - Present
Total Financial Resource Advisory, Inc. June 2001 - Present
Total Financial Resource Insurance Associates, Inc. June 2000 - Present
First Allied Securities, Inc. December 2007 - Present
Associated Securities Corp June 2001 - December 2007
Alliance Advisory & Securities, Inc June 2000 - June 2001
Cigna Financial Advisors August 1993 - June 2000
Skills
Comprehensive Wealth..., Estate Tax Reduction..., Business..., Retirement Planning, Investment Management, Insurance & Risk..., Charitable Gift Planning, Financial Planners, Financial Services, Portfolio Management, Life Insurance, Disability Insurance, Long-term Care, 401k Rollovers, IRAs, Mergers & Acquisitions, Estate Planning, Investment Strategies, Alternative Investments
Education
University of California, Los Angeles 1983 — 1989
BA, Economics
Total Financial Resource Group, Inc. June 2000 - Present
Total Financial Resource Advisory, Inc. June 2001 - Present
Total Financial Resource Insurance Associates, Inc. June 2000 - Present
First Allied Securities, Inc. December 2007 - Present
Associated Securities Corp June 2001 - December 2007
Alliance Advisory & Securities, Inc June 2000 - June 2001
Cigna Financial Advisors August 1993 - June 2000
Skills
Comprehensive Wealth..., Estate Tax Reduction..., Business..., Retirement Planning, Investment Management, Insurance & Risk..., Charitable Gift Planning, Financial Planners, Financial Services, Portfolio Management, Life Insurance, Disability Insurance, Long-term Care, 401k Rollovers, IRAs, Mergers & Acquisitions, Estate Planning, Investment Strategies, Alternative Investments
Education
University of California, Los Angeles 1983 — 1989
BA, Economics
Jim Weil CFP®, CIMA®, ChFC®'s CIGNA Financial Advisors Experience December 1989 - December 1998
Job Financial Planner at Financial Strategy Network, LLC
Industry Financial Services
Experience
Financial Strategy Network, LLC January 1999 - Present
Cigna Financial Advisors December 1989 - December 1998
Skills
Strategic Tax Planning, Financial Planning, Estate Planning, Investment Advisory, Qualified Plan Analysis, Strategic Financial...
Education
Purdue University 1985 — 1989
B.S., Financial Planning
Financial Strategy Network, LLC January 1999 - Present
Cigna Financial Advisors December 1989 - December 1998
Skills
Strategic Tax Planning, Financial Planning, Estate Planning, Investment Advisory, Qualified Plan Analysis, Strategic Financial...
Education
Purdue University 1985 — 1989
B.S., Financial Planning
Carlo Sanfilippo Carlo Sanfilippo's CIGNA Financial Advisors Experience September 1995 - September 1998
Job President at Integral Wealth
Industry Financial Services
Experience
Integral Wealth January 2015 - Present
The Wexford Group May 2003 - December 2014
Sagemark Consulting January 2000 - May 2003
Union Planters Bank January 1998 - January 2000
CIGNA Financial Advisors September 1995 - September 1998
Skills
Retirement Planning, Estate Planning, Financial Planners, Securities, Investment Management, Financial Planning, Wealth Management, Retirement, Mutual Funds, 401k, FINRA, Small Business, Investments, Series 7, Finance, Wealth, Financial Advisory, Variable Annuities, Wealth Management..., Wealth Accumulation, Succession Planning, Investment Advisory, Asset Allocation, Portfolio Management, Investment Strategies, High Net Worth..., Fixed Annuities, Life Insurance, Insurance, Asset Management, Alternative Investments, Asset Managment, Leadership, Strategic Planning, Financial Services, Series 63, Risk Management
Education
University of Missouri-Saint Louis 1990 — 1995
BSBA, Finance
University of Missouri-Saint Louis 1990 — 1995
BA, German
Integral Wealth January 2015 - Present
The Wexford Group May 2003 - December 2014
Sagemark Consulting January 2000 - May 2003
Union Planters Bank January 1998 - January 2000
CIGNA Financial Advisors September 1995 - September 1998
Skills
Retirement Planning, Estate Planning, Financial Planners, Securities, Investment Management, Financial Planning, Wealth Management, Retirement, Mutual Funds, 401k, FINRA, Small Business, Investments, Series 7, Finance, Wealth, Financial Advisory, Variable Annuities, Wealth Management..., Wealth Accumulation, Succession Planning, Investment Advisory, Asset Allocation, Portfolio Management, Investment Strategies, High Net Worth..., Fixed Annuities, Life Insurance, Insurance, Asset Management, Alternative Investments, Asset Managment, Leadership, Strategic Planning, Financial Services, Series 63, Risk Management
Education
University of Missouri-Saint Louis 1990 — 1995
BSBA, Finance
University of Missouri-Saint Louis 1990 — 1995
BA, German
Paul Soroka, CFP®, ChFC® Paul Soroka, CFP®, ChFC®'s CIGNA Financial Advisors Experience January 1996 - January 1997
Job Director, Field Consulting Group at TIAACREF
Industry Financial Services
Experience
TIAA-CREF November 2004 - Present
Metropolitan State College August 2010 - December 2010
TIAA-CREF January 2002 - November 2004
TIAA-CREF January 2001 - January 2002
TIAA-CREF September 1997 - January 2001
CIGNA Financial Advisors January 1996 - January 1997
Environmental Field January 1982 - January 1996
Skills
Leadership, Management, Business Development, Analysis, Coaching, Strategic Financial..., Portfolio Management, Finance, Retirement Planning, Sales, Project Planning, Wealth Management
Education
Keller Graduate School of Management of DeVry University
MBA, Marketing & Finance
University of Michigan
B.S., Natural Resources
TIAA-CREF November 2004 - Present
Metropolitan State College August 2010 - December 2010
TIAA-CREF January 2002 - November 2004
TIAA-CREF January 2001 - January 2002
TIAA-CREF September 1997 - January 2001
CIGNA Financial Advisors January 1996 - January 1997
Environmental Field January 1982 - January 1996
Skills
Leadership, Management, Business Development, Analysis, Coaching, Strategic Financial..., Portfolio Management, Finance, Retirement Planning, Sales, Project Planning, Wealth Management
Education
Keller Graduate School of Management of DeVry University
MBA, Marketing & Finance
University of Michigan
B.S., Natural Resources
Chris Liddicoat Chris Liddicoat's CIGNA Financial Advisors Experience 1992 - 2000
Job Sales Vice President at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage March 2009 - Present
Merrill Lynch March 2004 - March 2009
Merrill Lynch March 2000 - March 2004
Cigna Financial Advisors 1992 - 2000
Skills
Universal Life, Financial Advisory, Retirement, Strategic Financial..., Whole Life, Underwriting, Securities, Executive Pay, Sales Management, Mutual Funds, Investments, Pensions, Sales, Financial Planners, New Business Development, Account Management
Education
University of California, Berkeley 1980 — 1984
Bachelor of Arts (B.A.), Economics
Highland Capital Brokerage March 2009 - Present
Merrill Lynch March 2004 - March 2009
Merrill Lynch March 2000 - March 2004
Cigna Financial Advisors 1992 - 2000
Skills
Universal Life, Financial Advisory, Retirement, Strategic Financial..., Whole Life, Underwriting, Securities, Executive Pay, Sales Management, Mutual Funds, Investments, Pensions, Sales, Financial Planners, New Business Development, Account Management
Education
University of California, Berkeley 1980 — 1984
Bachelor of Arts (B.A.), Economics
Dave George Dave George's CIGNA Financial Advisors Experience 1993 - 1995
Job Practice Director • Engineering & Operations
Industry Staffing and Recruiting
Experience
Cochran, Cochran & Yale (ccy.com) 2006 - Present
Sharrow Group 2005 - 2006
National Engineering Search 1995 - 2002
CIGNA Financial Advisors 1993 - 1995
Harris Corporation RF Communications 1989 - 1993
American Management Systems 1985 - 1989
Vitro 1983 - 1985
Skills
Recruiting, Executive Search, Technical Recruiting, Talent Acquisition, Sourcing, Internet Recruiting, Engineering
Education
Rensselaer Polytechnic Institute 1979 — 1983
BS, Computer Science
Oakfield-Alabama Central School 1966 — 1979
Cochran, Cochran & Yale (ccy.com) 2006 - Present
Sharrow Group 2005 - 2006
National Engineering Search 1995 - 2002
CIGNA Financial Advisors 1993 - 1995
Harris Corporation RF Communications 1989 - 1993
American Management Systems 1985 - 1989
Vitro 1983 - 1985
Skills
Recruiting, Executive Search, Technical Recruiting, Talent Acquisition, Sourcing, Internet Recruiting, Engineering
Education
Rensselaer Polytechnic Institute 1979 — 1983
BS, Computer Science
Oakfield-Alabama Central School 1966 — 1979
Thomas Huber's CIGNA Financial Advisors Experience November 1991 - January 1994
Job CEO
Industry Real Estate
Experience
Huber Capital September 1990 - Present
Otto's European Import Store & Deli August 1990 - Present
Junior Chamber International 1998 - 2007
Burbank Junior Chamber of Commerce (JCI) January 2001 - December 2002
Junior Chamber International (JCI), Burbank, California USA January 1999 - December 2000
CIGNA Financial Advisors November 1991 - January 1994
Education
California State University, Northridge 1984 — 1989
BS
UCLA
Post Graduate Education
Huber Capital September 1990 - Present
Otto's European Import Store & Deli August 1990 - Present
Junior Chamber International 1998 - 2007
Burbank Junior Chamber of Commerce (JCI) January 2001 - December 2002
Junior Chamber International (JCI), Burbank, California USA January 1999 - December 2000
CIGNA Financial Advisors November 1991 - January 1994
Education
California State University, Northridge 1984 — 1989
BS
UCLA
Post Graduate Education
Linda Michel's CIGNA Financial Advisors Experience 1990 - 1994
Job Senior Analyst Private Banking Data Management at JP Morgan Chase
Industry Retail
Experience
JP Morgan Chase June 2010 - Present
Fulton Paper & Party April 2009 - June 2010
SandL's Retail Inc November 2004 - February 2009
JP Morgan January 1995 - November 2004
JPMorgan January 1994 - November 2004
JPMorgan January 1995 - 1996
CIGNA Financial Advisors 1990 - 1994
Dollar Dry Dock Bank 1988 - 1990
Rooney Pace, Inc 1981 - 1983
G.K. Scott & Co., Inc 1979 - 1981
Skills
Fixed Income, Equities, Securities, Mutual Funds, Equity Derivatives, Investment Banking, Options, Account Reconciliation, Trading, Financial Risk, Bonds, Investments
Education
LIU Post 1977 — 1979
BA, Business, Economics, Political Science
JP Morgan Chase June 2010 - Present
Fulton Paper & Party April 2009 - June 2010
SandL's Retail Inc November 2004 - February 2009
JP Morgan January 1995 - November 2004
JPMorgan January 1994 - November 2004
JPMorgan January 1995 - 1996
CIGNA Financial Advisors 1990 - 1994
Dollar Dry Dock Bank 1988 - 1990
Rooney Pace, Inc 1981 - 1983
G.K. Scott & Co., Inc 1979 - 1981
Skills
Fixed Income, Equities, Securities, Mutual Funds, Equity Derivatives, Investment Banking, Options, Account Reconciliation, Trading, Financial Risk, Bonds, Investments
Education
LIU Post 1977 — 1979
BA, Business, Economics, Political Science
Bill Gombert, MBA, CLU, ChFC, MSFS's CIGNA Financial Advisors Experience October 1992 - June 1997
Job Investment Advisor Representative
Industry Financial Services
Experience
Voya Financial Advisors October 1999 - Present
CIGNA Financial Advisors October 1992 - June 1997
Education
The American College 1994 — 1997
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1988 — 1990
Master of Business Administration (MBA)
Augustana College 1980 — 1984
Accounting, Busness and computer science
Institute of Business and Finance
Master's degree, Financial Planning Services
Voya Financial Advisors October 1999 - Present
CIGNA Financial Advisors October 1992 - June 1997
Education
The American College 1994 — 1997
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1988 — 1990
Master of Business Administration (MBA)
Augustana College 1980 — 1984
Accounting, Busness and computer science
Institute of Business and Finance
Master's degree, Financial Planning Services
Cori MacCallum's CIGNA Financial Advisors Experience 1995 - 1998
Job 2VP, Marketing at Travelers
Industry Insurance
Experience
Guardian Life Insurance February 2009 - September 2011
The Hartford July 2005 - November 2008
MassMutual April 2003 - July 2005
Lincoln Financial Group May 2001 - April 2003
Lincoln Financial Group January 1998 - May 2001
CIGNA Financial Advisors 1995 - 1998
CIGNA May 1995 - December 1997
Education
Bryant University 1991 — 1995
Guardian Life Insurance February 2009 - September 2011
The Hartford July 2005 - November 2008
MassMutual April 2003 - July 2005
Lincoln Financial Group May 2001 - April 2003
Lincoln Financial Group January 1998 - May 2001
CIGNA Financial Advisors 1995 - 1998
CIGNA May 1995 - December 1997
Education
Bryant University 1991 — 1995
Calleise (Letney) Johnson's CIGNA Financial Advisors Experience October 1989 - January 1995
Job Vice President of Marketing and Operations, Medalist & Company
Industry Financial Services
Experience
Medalist & Company September 2008 - Present
Economic Concepts, Inc. August 2002 - April 2009
AIG American General January 1995 - August 2002
CIGNA Financial Advisors October 1989 - January 1995
Skills
Public Speaking, Staff Development, Financial Planners, Leadership, Microsoft Excel, Staff Management, Insurance, Universal Life, Fixed Annuities, Life Insurance, Sales, Underwriting, Management, Finance, Marketing, Investments, Financial Services, Analysis, Financial Planning
Education
University of Houston 1989 — 1993
MBA (with Honors), Finance
Stephen F. Austin State University 1980 — 1984
Bachelor of Science (with Honors), Education/Math Minor
Medalist & Company September 2008 - Present
Economic Concepts, Inc. August 2002 - April 2009
AIG American General January 1995 - August 2002
CIGNA Financial Advisors October 1989 - January 1995
Skills
Public Speaking, Staff Development, Financial Planners, Leadership, Microsoft Excel, Staff Management, Insurance, Universal Life, Fixed Annuities, Life Insurance, Sales, Underwriting, Management, Finance, Marketing, Investments, Financial Services, Analysis, Financial Planning
Education
University of Houston 1989 — 1993
MBA (with Honors), Finance
Stephen F. Austin State University 1980 — 1984
Bachelor of Science (with Honors), Education/Math Minor
Linda Hess's CIGNA Financial Advisors Experience January 1995 - November 1997
Job Financial Advisor at World Equity Group
Industry Financial Services
Experience
World Equity Group November 1999 - Present
CIGNA Financial Advisors January 1995 - November 1997
Lake County Clerk December 1982 - November 1994
Illinois Blue Cross and Blue Shield 1979 - 1982
Skills
Retirement Planning, Retirement, Investments, Portfolio Design and..., Pensions, 403b, 401k's, 457's..., Tax Advantages..., Illinois pension..., Divorce Financial..., Real Estate Investment..., Annuities with Income..., Stocks, Bonds, ETF's,..., Traditional and ROTH..., College Planning, Life, Disability & Long..., Divorce and Widowhood..., Leadership, Management, Educational Consulting, Financial Planners, Small Business, Financial Advisory, Financial Planning, Strategic Planning, Customer Service, Public Speaking, Marketing, Team Building, Financial Analysis, Microsoft Office
Education
Virgina Tech
B.S., Child and Family Development
University of Arizona
M.S., Child and Family Development
The John Marshall Law School
World Equity Group November 1999 - Present
CIGNA Financial Advisors January 1995 - November 1997
Lake County Clerk December 1982 - November 1994
Illinois Blue Cross and Blue Shield 1979 - 1982
Skills
Retirement Planning, Retirement, Investments, Portfolio Design and..., Pensions, 403b, 401k's, 457's..., Tax Advantages..., Illinois pension..., Divorce Financial..., Real Estate Investment..., Annuities with Income..., Stocks, Bonds, ETF's,..., Traditional and ROTH..., College Planning, Life, Disability & Long..., Divorce and Widowhood..., Leadership, Management, Educational Consulting, Financial Planners, Small Business, Financial Advisory, Financial Planning, Strategic Planning, Customer Service, Public Speaking, Marketing, Team Building, Financial Analysis, Microsoft Office
Education
Virgina Tech
B.S., Child and Family Development
University of Arizona
M.S., Child and Family Development
The John Marshall Law School
Donald Preston's CIGNA Financial Advisors Experience 1979 - 1996
Job Private Wealth Advisor
Industry Financial Services
Experience
Sagemark Consulting June 1972 - Present
Lincoln Financial Advisors January 1997 - December 2009
CIGNA June 1986 - December 1996
CIGNA Financial Advisors 1979 - 1996
Skills
Retirement Planning, Retirement, Management, Series 7, Wealth, Wealth Management
Education
St. John Fisher College 1968 — 1972
BBA, Business
Sagemark Consulting June 1972 - Present
Lincoln Financial Advisors January 1997 - December 2009
CIGNA June 1986 - December 1996
CIGNA Financial Advisors 1979 - 1996
Skills
Retirement Planning, Retirement, Management, Series 7, Wealth, Wealth Management
Education
St. John Fisher College 1968 — 1972
BBA, Business
Robert Karwoski's CIGNA Financial Advisors Experience 1990 - 1994
Job Financial Services Professional with strong IT background
Industry Financial Services
Experience
ADP 1999 - June 2012
CoreStates Bank 1994 - 1998
CIGNA Financial Advisors 1990 - 1994
Education
Rutgers, The State University of New Jersey-New Brunswick
BA and MBA, Business
ADP 1999 - June 2012
CoreStates Bank 1994 - 1998
CIGNA Financial Advisors 1990 - 1994
Education
Rutgers, The State University of New Jersey-New Brunswick
BA and MBA, Business
Andrew Sirpis's CIGNA Financial Advisors Experience 1984 - 2004
Job Sales Manager at The Washington Group of MassMutual
Industry Financial Services
Experience
The Washington Group of MassMutual July 2006 - Present
Chief Operating Officer of The Washington Group June 2006 - Present
Northern Virginia Estate Planning Council October 2008 - October 2009
Sagemark Consulting 2004 - 2006
CIGNA Financial Advisors 1984 - 2004
National Capital Business Ethics Awards 2001 - 2002
Society of Financial Services Professionals- Northern Virginia Chapter 1999 - 2000
General Agents and Managers Association-Greater Washington DC Chapter 1995 - 1996
CIGNA 1981 - 1984
Connecticut General Life Insurance Company 1980 - 1981
Education
The American College 1982 — 1983
Chartered Financial Consultant, Financial Planning
Rensselaer Polytechnic Institute 1979 — 1981
MS, Management
The American College 1972 — 1974
Chartered Life Underwriter, Insurance
Lafayette College 1962 — 1967
BA, Government and Law
JEB Stuart High School 1959 — 1963
Academic
Norview High School 1958 — 1959
The Washington Group of MassMutual July 2006 - Present
Chief Operating Officer of The Washington Group June 2006 - Present
Northern Virginia Estate Planning Council October 2008 - October 2009
Sagemark Consulting 2004 - 2006
CIGNA Financial Advisors 1984 - 2004
National Capital Business Ethics Awards 2001 - 2002
Society of Financial Services Professionals- Northern Virginia Chapter 1999 - 2000
General Agents and Managers Association-Greater Washington DC Chapter 1995 - 1996
CIGNA 1981 - 1984
Connecticut General Life Insurance Company 1980 - 1981
Education
The American College 1982 — 1983
Chartered Financial Consultant, Financial Planning
Rensselaer Polytechnic Institute 1979 — 1981
MS, Management
The American College 1972 — 1974
Chartered Life Underwriter, Insurance
Lafayette College 1962 — 1967
BA, Government and Law
JEB Stuart High School 1959 — 1963
Academic
Norview High School 1958 — 1959
ALAN DAY's CIGNA Financial Advisors Experience June 1994 - September 1996
Job Experienced financial services professional
Industry Financial Services
Experience
Brown Brothers Harriman March 2011 - January 2014
BROWN BROTHERS HARRIMAN August 1999 - March 2011
Brown Brothers Harriman February 1998 - August 1999
State Street Bank September 1996 - February 1998
CIGNA Financial Advisors June 1994 - September 1996
Skills
Equities, Securities, Financial Services, Mutual Funds, Capital Markets, Banking, Bloomberg, Risk Management, Middle Office, Fixed Income, Settlement, Relationship Management, Portfolio Management, Investment Banking, Financial Markets, Derivatives, Corporate Actions, Trading, Strategy, Change Management, Investments, Financial Risk, Lotus Notes, Financial Analysis, Alternative Investments, Asset Managment, Corporate Finance, Team Leadership, Fund Accounting, Finance, Financial Modeling, Project Management, Process Improvement, SWIFT payments, Collateral Management, Credit, Wealth Management, Business Analysis, Client Services, Management, Cash Management, Vendor Management, Business Development, Trading Systems, Global Custody, Asset Management
Education
State University of New York College at Geneseo 1990 — 1994
BS, Management, Finance, Economics
Brown Brothers Harriman March 2011 - January 2014
BROWN BROTHERS HARRIMAN August 1999 - March 2011
Brown Brothers Harriman February 1998 - August 1999
State Street Bank September 1996 - February 1998
CIGNA Financial Advisors June 1994 - September 1996
Skills
Equities, Securities, Financial Services, Mutual Funds, Capital Markets, Banking, Bloomberg, Risk Management, Middle Office, Fixed Income, Settlement, Relationship Management, Portfolio Management, Investment Banking, Financial Markets, Derivatives, Corporate Actions, Trading, Strategy, Change Management, Investments, Financial Risk, Lotus Notes, Financial Analysis, Alternative Investments, Asset Managment, Corporate Finance, Team Leadership, Fund Accounting, Finance, Financial Modeling, Project Management, Process Improvement, SWIFT payments, Collateral Management, Credit, Wealth Management, Business Analysis, Client Services, Management, Cash Management, Vendor Management, Business Development, Trading Systems, Global Custody, Asset Management
Education
State University of New York College at Geneseo 1990 — 1994
BS, Management, Finance, Economics
Susan DeLooze's CIGNA Financial Advisors Experience April 1995 - April 1996
Job Assessment Counselor at Glenbeigh Hospital
Industry Hospital & Health Care
Experience
Glenbeigh Hospital January 2011 - Present
PerspectiveView Learning Dynamics January 2002 - Present
CIGNA Financial Advisors April 1995 - April 1996
Wisdom Systems January 1991 - September 1993
3M Corporation October 1985 - December 1990
3M 1985 - 1990
Digital Equipment Corporation July 1979 - July 1981
Education
University of New Hampshire 1976 — 1978
BA, Social Work
Colby-Sawyer College 1974 — 1976
Associates, Liberal Arts
Chagrin Falls High School 1970 — 1974
High School, College prep
Glenbeigh Hospital January 2011 - Present
PerspectiveView Learning Dynamics January 2002 - Present
CIGNA Financial Advisors April 1995 - April 1996
Wisdom Systems January 1991 - September 1993
3M Corporation October 1985 - December 1990
3M 1985 - 1990
Digital Equipment Corporation July 1979 - July 1981
Education
University of New Hampshire 1976 — 1978
BA, Social Work
Colby-Sawyer College 1974 — 1976
Associates, Liberal Arts
Chagrin Falls High School 1970 — 1974
High School, College prep
Douglas Sunday, CMFC®, ChFC®, CRPC®'s CIGNA Financial Advisors Experience 1995 - 1999
Job Financial Advisor at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2005 - Present
American Express Financial Advisors December 1998 - October 2005
CIGNA Financial Advisors 1995 - 1999
Education
Towson University 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Ameriprise Financial Services, Inc. October 2005 - Present
American Express Financial Advisors December 1998 - October 2005
CIGNA Financial Advisors 1995 - 1999
Education
Towson University 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Alfred Akowitz's CIGNA Financial Advisors Experience 1995 - 1996
Job Vice President Strategic Sales; Regional Director Northeast USA & Canada at Meso Scale Discovery
Industry Biotechnology
Experience
Meso Scale Discovery July 2014 - Present
Meso Scale Discovery 2012 - Present
Meso Scale Discovery 2007 - Present
Meso Scale Discovery 2002 - 2007
Perkin Elmer Life Sciences 2000 - 2002
EG&G Wallac-Perkin Elmer Life Sciences 1998 - 2000
Tomtec Inc 1996 - 1998
Cigna Financial Advisors 1995 - 1996
Yale School of Medicine 1988 - 1995
Yale School of Medicine 1986 - 1988
Skills
Biotechnology, Immunology, Life Sciences, Biochemistry, Drug Discovery, Molecular Biology
Education
The University of Connecticut Health Center
Doctor of Philosophy (Ph.D.), Biochemistry and Molecular Biology
University of Connecticut Storrs CT
Bachelor's Degree, Sociology Major and English Minor
Meso Scale Discovery July 2014 - Present
Meso Scale Discovery 2012 - Present
Meso Scale Discovery 2007 - Present
Meso Scale Discovery 2002 - 2007
Perkin Elmer Life Sciences 2000 - 2002
EG&G Wallac-Perkin Elmer Life Sciences 1998 - 2000
Tomtec Inc 1996 - 1998
Cigna Financial Advisors 1995 - 1996
Yale School of Medicine 1988 - 1995
Yale School of Medicine 1986 - 1988
Skills
Biotechnology, Immunology, Life Sciences, Biochemistry, Drug Discovery, Molecular Biology
Education
The University of Connecticut Health Center
Doctor of Philosophy (Ph.D.), Biochemistry and Molecular Biology
University of Connecticut Storrs CT
Bachelor's Degree, Sociology Major and English Minor
Bill Boersma's CIGNA Financial Advisors Experience 1992 - 1996
Job Objective Information Drives Informed Decisions
Industry Insurance
Experience
OC Consulting Group (formerly Opportunity Concepts) 2004 - Present
LIS Brokerage 1996 - Present
CIGNA Financial Advisors 1992 - 1996
Skills
Life Insurance, Insurance, Strategic Planning, Risk Management, Financial Advisory, Financial Analysis, Estate Planning, Life Insurance Policy..., Life Insurance..., Expert Witness &..., High Net Worth..., Intergenerational..., Charitable /..., Fixed Annuities, Mergers & Acquisitions, Investments, Portfolio Management, Consulting, Banking, Employee Benefits, Estate Tax Planning, Business Planning, Succession Planning, Small Business, Term Life Insurance, Coaching, Retirement, Business Continuity..., Public Speaking, Wealth Management, Executive Benefit..., Finance, Retirement Planning
Education
Grand Valley State University 1990 — 1992
MBA (almost...got married and followed my wife to Ann Arbor)
The American College 1999 — 2001
CLU
Calvin College 1986 — 1990
BA, Business
South Haven High School 1982 — 1986
OC Consulting Group (formerly Opportunity Concepts) 2004 - Present
LIS Brokerage 1996 - Present
CIGNA Financial Advisors 1992 - 1996
Skills
Life Insurance, Insurance, Strategic Planning, Risk Management, Financial Advisory, Financial Analysis, Estate Planning, Life Insurance Policy..., Life Insurance..., Expert Witness &..., High Net Worth..., Intergenerational..., Charitable /..., Fixed Annuities, Mergers & Acquisitions, Investments, Portfolio Management, Consulting, Banking, Employee Benefits, Estate Tax Planning, Business Planning, Succession Planning, Small Business, Term Life Insurance, Coaching, Retirement, Business Continuity..., Public Speaking, Wealth Management, Executive Benefit..., Finance, Retirement Planning
Education
Grand Valley State University 1990 — 1992
MBA (almost...got married and followed my wife to Ann Arbor)
The American College 1999 — 2001
CLU
Calvin College 1986 — 1990
BA, Business
South Haven High School 1982 — 1986
Karl Weinrich's CIGNA Financial Advisors Experience April 1975 - April 1985
Job
Industry Financial Services
Experience
Weinrich & Associates, Inc. April 1985 - Present
Cigna Financial Advisors April 1975 - April 1985
Skills
Retirement Planning, Estate Planning
Education
Broward Community College
American College, Finance
College of Financial Planning
Certified Financial Planning Practioner, Certified Retirement Counselor
Weinrich & Associates, Inc. April 1985 - Present
Cigna Financial Advisors April 1975 - April 1985
Skills
Retirement Planning, Estate Planning
Education
Broward Community College
American College, Finance
College of Financial Planning
Certified Financial Planning Practioner, Certified Retirement Counselor
Diane Pettit's CIGNA Financial Advisors Experience May 1995 - September 1996
Job SVP at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage May 2001 - Present
AIG February 2000 - May 2001
InSouth September 1996 - December 1999
Cigna Financial Advisors May 1995 - September 1996
Dr. McGugine counseling July 1994 - May 1995
Georgia State University September 1993 - May 1995
Skills
Insurance, Life Insurance, Strategic Financial..., Long-term Care, Fixed Annuities, Disability Insurance, Retirement, Retirement Planning, Employee Benefits, Investments, Brokers, Underwriting, Term Life Insurance, Wealth, Sales Management, Competitive Analysis, Wealth Management, Health Insurance, Estate Planning, Series 63, Securities, Series 6, Financial Services, Series 7
Education
Georgia State University - J. Mack Robinson College of Business 1993 — 1995
MBA, International Business
King University 1991 — 1993
BA, Economics and Business Administration
Fudan University 1987 — 1990
English Literature and Language
shanghai foreign languages school
Highland Capital Brokerage May 2001 - Present
AIG February 2000 - May 2001
InSouth September 1996 - December 1999
Cigna Financial Advisors May 1995 - September 1996
Dr. McGugine counseling July 1994 - May 1995
Georgia State University September 1993 - May 1995
Skills
Insurance, Life Insurance, Strategic Financial..., Long-term Care, Fixed Annuities, Disability Insurance, Retirement, Retirement Planning, Employee Benefits, Investments, Brokers, Underwriting, Term Life Insurance, Wealth, Sales Management, Competitive Analysis, Wealth Management, Health Insurance, Estate Planning, Series 63, Securities, Series 6, Financial Services, Series 7
Education
Georgia State University - J. Mack Robinson College of Business 1993 — 1995
MBA, International Business
King University 1991 — 1993
BA, Economics and Business Administration
Fudan University 1987 — 1990
English Literature and Language
shanghai foreign languages school