CLA USA, Inc
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CLA USA, Inc Employees
Employee
Years
Job
Industry
Daniel Fechner Daniel Fechner's CLA USA, Inc Experience June 2011 - August 2011
Job Credit Analyst at Comerica
Industry Banking
Experience
Comerica Bank October 2014 - Present
The Good-Works Company March 2014 - September 2014
Puritan Financial Companies, Inc. June 2012 - August 2012
CLA USA, Inc June 2011 - August 2011
HIS BridgeBuilders June 2010 - July 2010
Skills
Process Improvement, Leadership, Project Management, Credit Analysis, Commercial Lending, Leveraged Lending, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Microsoft Office, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance
Prestonwood Christian Academy 2005 — 2009
Comerica Bank October 2014 - Present
The Good-Works Company March 2014 - September 2014
Puritan Financial Companies, Inc. June 2012 - August 2012
CLA USA, Inc June 2011 - August 2011
HIS BridgeBuilders June 2010 - July 2010
Skills
Process Improvement, Leadership, Project Management, Credit Analysis, Commercial Lending, Leveraged Lending, Mergers & Acquisitions, Financial Analysis, Financial Modeling, Microsoft Office, Management
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2013
Bachelor of Business Administration (BBA), Finance
Prestonwood Christian Academy 2005 — 2009
Ginger Dennis Ginger Dennis's CLA USA, Inc Experience July 2010 - June 2011
Job Senior Corporate Recruiter at BRG
Industry Information Technology and Services
Experience
BRG September 2015 - Present
Misys March 2015 - August 2015
BRG October 2014 - March 2015
Imagine Solutions January 2013 - September 2014
Nationstar Mortgage June 2011 - December 2012
CLA USA, Inc July 2010 - June 2011
Gainsco June 2008 - October 2009
GoTechNow January 2007 - May 2008
Kaye/Bassman International January 2005 - December 2006
AppleOne Staffing 2004 - 2005
Skills
Talent Acquisition, Applicant Tracking..., Sourcing, Recruitment/Retention, Onboarding, Full-cycle Recruiting, Interviewing, Hiring, Technical Recruiting, Vendor Management, Interviews, Internet Recruiting, College Recruiting, Staffing Services, Corporate Recruiting, Benefits Negotiation, Contract Recruitment, Temporary Placement, Screening Resumes, Recruiting, SDLC, Human Resources, Executive Search, Leadership, Employee Benefits, Cold Calling, Management, Business Development, CRM, Permanent Placement, Strategy, Talent Management, Recruitment Advertising, Resume, Performance Management, New Hire Orientations, Employee Relations, Full-life Cycle..., Job Descriptions, HRIS, Training, Resume Writing, Temporary Staffing, Screening, Background Checks, Information Technology, PeopleSoft, Employer Branding, Job Fairs, Taleo
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Fine Arts (BFA), Art History
BRG September 2015 - Present
Misys March 2015 - August 2015
BRG October 2014 - March 2015
Imagine Solutions January 2013 - September 2014
Nationstar Mortgage June 2011 - December 2012
CLA USA, Inc July 2010 - June 2011
Gainsco June 2008 - October 2009
GoTechNow January 2007 - May 2008
Kaye/Bassman International January 2005 - December 2006
AppleOne Staffing 2004 - 2005
Skills
Talent Acquisition, Applicant Tracking..., Sourcing, Recruitment/Retention, Onboarding, Full-cycle Recruiting, Interviewing, Hiring, Technical Recruiting, Vendor Management, Interviews, Internet Recruiting, College Recruiting, Staffing Services, Corporate Recruiting, Benefits Negotiation, Contract Recruitment, Temporary Placement, Screening Resumes, Recruiting, SDLC, Human Resources, Executive Search, Leadership, Employee Benefits, Cold Calling, Management, Business Development, CRM, Permanent Placement, Strategy, Talent Management, Recruitment Advertising, Resume, Performance Management, New Hire Orientations, Employee Relations, Full-life Cycle..., Job Descriptions, HRIS, Training, Resume Writing, Temporary Staffing, Screening, Background Checks, Information Technology, PeopleSoft, Employer Branding, Job Fairs, Taleo
Education
The University of Texas at Austin 1999 — 2003
Bachelor of Fine Arts (BFA), Art History
Eric McInteer Eric McInteer's CLA USA, Inc Experience December 2012 - July 2013
Job Independent Insurance & Financial Services Agent
Industry Insurance
Experience
Eric McInteer Insurance Agency, LLC April 2015 - Present
Farmers Insurance December 2013 - April 2015
Farmers Insurance August 2013 - December 2013
CLA USA, Inc December 2012 - July 2013
American Income Life April 2012 - November 2012
Enterprise Rent-A-Car May 2011 - January 2012
Skills
Insurance, Life Insurance, Fixed Annuities, Sales, Leadership, Customer Service, Team Building, Public Speaking, Marketing, Estate Planning, Selling, Investments, Long Term Care Insurance, IRAs, Pension Maximization, Disability Insurance
Education
The University of New Mexico 2005 — 2010
BA, Political Science, Public Communication
Sandia High School 2001 — 2005
High School Diploma, College Preparatory Studies
Eric McInteer Insurance Agency, LLC April 2015 - Present
Farmers Insurance December 2013 - April 2015
Farmers Insurance August 2013 - December 2013
CLA USA, Inc December 2012 - July 2013
American Income Life April 2012 - November 2012
Enterprise Rent-A-Car May 2011 - January 2012
Skills
Insurance, Life Insurance, Fixed Annuities, Sales, Leadership, Customer Service, Team Building, Public Speaking, Marketing, Estate Planning, Selling, Investments, Long Term Care Insurance, IRAs, Pension Maximization, Disability Insurance
Education
The University of New Mexico 2005 — 2010
BA, Political Science, Public Communication
Sandia High School 2001 — 2005
High School Diploma, College Preparatory Studies
Michael Brandone, CLU, ChFC, CFP Michael Brandone, CLU, ChFC, CFP's CLA USA, Inc Experience April 2013 - Present
Job Pursuing other opportunities, Vice President Independent Brokerage at CLA USA, Inc
Industry Financial Services
Experience
CLA USA, Inc April 2013 - Present
Insurance Network America December 2009 - January 2013
Vue Insurance Services December 2008 - January 2011
Horizon Financial Services, Inc December 2008 - December 2010
MJGold BBQ Sauce June 2008 - January 2010
Metlife August 2003 - February 2008
NTSAA 1999 - 2008
Zurich Kemper Life July 1999 - August 2003
Aetna January 1990 - December 1999
Skills
Insurance, Retirement Planning, Investments, Start-ups, Fixed Annuities, CRM, 401k, Sales, Life Insurance, Leadership, Employee Benefits, Retirement, Financial Advisory, Relationship Management, Long-term Care, Strategic Financial..., Project Management, Training, Financial Services, Management, Finance, Health Insurance, Recruiting, Executive Management, Marketing, Disability Insurance, Underwriting, Mergers & Acquisitions, Sales Management, Mutual Funds, Long Term Care Insurance, Term Life Insurance, Series 6, Wealth Management, Critical Illness, Whole Life, Financial Planners, Health Savings Accounts, Small Business, IRAs, Estate Planning
Education
State University of New York - System 1976 — 1978
AAS, Restaurant/Food Services Management and History
CLA USA, Inc April 2013 - Present
Insurance Network America December 2009 - January 2013
Vue Insurance Services December 2008 - January 2011
Horizon Financial Services, Inc December 2008 - December 2010
MJGold BBQ Sauce June 2008 - January 2010
Metlife August 2003 - February 2008
NTSAA 1999 - 2008
Zurich Kemper Life July 1999 - August 2003
Aetna January 1990 - December 1999
Skills
Insurance, Retirement Planning, Investments, Start-ups, Fixed Annuities, CRM, 401k, Sales, Life Insurance, Leadership, Employee Benefits, Retirement, Financial Advisory, Relationship Management, Long-term Care, Strategic Financial..., Project Management, Training, Financial Services, Management, Finance, Health Insurance, Recruiting, Executive Management, Marketing, Disability Insurance, Underwriting, Mergers & Acquisitions, Sales Management, Mutual Funds, Long Term Care Insurance, Term Life Insurance, Series 6, Wealth Management, Critical Illness, Whole Life, Financial Planners, Health Savings Accounts, Small Business, IRAs, Estate Planning
Education
State University of New York - System 1976 — 1978
AAS, Restaurant/Food Services Management and History
Teresa Biddix's CLA USA, Inc Experience August 2012 - November 2013
Job Bank of America: Financial Solutions Advisor
Industry Financial Services
Experience
Bank of America October 2014 - Present
RAI Advisors and Invest Financial January 2014 - October 2014
CLA USA, Inc August 2012 - November 2013
Puritan Financial Companies, Inc. December 2008 - August 2012
RAI Advisors August 2007 - December 2008
Covenant Reliance Producers March 2005 - April 2007
Skills
Personal Financial..., Independent Financial..., Life Insurance, Term Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Annuity Sales, Equity Indexed Annuities, College Funding..., Managed Money, Investment Brokerage, Financial Services, Investment Advisory, Alternative Investments
Education
Middle Tennessee State University 1990 — 1994
Mathematics and Statistics
Bank of America October 2014 - Present
RAI Advisors and Invest Financial January 2014 - October 2014
CLA USA, Inc August 2012 - November 2013
Puritan Financial Companies, Inc. December 2008 - August 2012
RAI Advisors August 2007 - December 2008
Covenant Reliance Producers March 2005 - April 2007
Skills
Personal Financial..., Independent Financial..., Life Insurance, Term Life Insurance, Fixed Annuities, Variable Annuities, Indexed Annuities, Annuity Sales, Equity Indexed Annuities, College Funding..., Managed Money, Investment Brokerage, Financial Services, Investment Advisory, Alternative Investments
Education
Middle Tennessee State University 1990 — 1994
Mathematics and Statistics
Amy Rainoshek's CLA USA, Inc Experience December 2002 - March 2004
Job Founder of SRGDRR Inc. aka Save Rocky The Great Dane Rescue and Rehab Program
Industry Nonprofit Organization Management
Experience
Save Rocky The Great Dane Rescue and Rehab Program June 2013 - Present
Self-employed October 2006 - July 2013
NASA Columbia Scientific Balloon Facility September 2004 - October 2006
CLA USA, Inc December 2002 - March 2004
Regions Financial Corporation October 1998 - September 2002
Sheraton Tyler Hotel July 1989 - November 1995
Skills
Great Dane Rescue, Animal Rescue, Animal Welfare, QuickBooks, Rescue, Human Resources, Training, Sales, Notary Public, Drilling Info, Ancestry.com, Quick Typing (105 wpm), Microsoft Word, Microsoft Excel, Microsoft Office, County Records, Title Opinions, Marketing, Marketing Strategy, CRM, Event Planning, Strategic Planning
Education
Kilgore High School 1983 — 1987
Diploma, Business and Required
Texas A&M University-Commerce
Associate's degree, Computer Science
Save Rocky The Great Dane Rescue and Rehab Program June 2013 - Present
Self-employed October 2006 - July 2013
NASA Columbia Scientific Balloon Facility September 2004 - October 2006
CLA USA, Inc December 2002 - March 2004
Regions Financial Corporation October 1998 - September 2002
Sheraton Tyler Hotel July 1989 - November 1995
Skills
Great Dane Rescue, Animal Rescue, Animal Welfare, QuickBooks, Rescue, Human Resources, Training, Sales, Notary Public, Drilling Info, Ancestry.com, Quick Typing (105 wpm), Microsoft Word, Microsoft Excel, Microsoft Office, County Records, Title Opinions, Marketing, Marketing Strategy, CRM, Event Planning, Strategic Planning
Education
Kilgore High School 1983 — 1987
Diploma, Business and Required
Texas A&M University-Commerce
Associate's degree, Computer Science
Timothy K. Snyder Timothy K. Snyder's CLA USA, Inc Experience December 2012 - March 2013
Job Director of Alternative Vocal Ensembles/Auditorium manager at Irving ISD
Industry Music
Experience
Irving ISD July 2014 - Present
Timothy Snyder January 1975 - Present
Timothy Snyder January 1970 - Present
BBVA Compass Bank March 2013 - December 2013
CLA USA, Inc December 2012 - March 2013
Palm Harbor Homes May 2012 - October 2012
Clyde Independent School District July 2011 - June 2012
Abilene Opera Assoc. 2012 - 2012
Sherman High School August 2009 - July 2011
Sherman Independent School District July 2009 - June 2011
Skills
Voice Teacher, Vocal Coaching, Music Technolgy..., Music, Conducting, Choral, Music Education, Vocal, Sales, Opera, Wealth Management, Ensemble, Music Theory, Concerts, Singing, Teaching, Investment Advisory, Orchestral Music, Band, Performing, Musical Theatre, Chamber Music, Performing Arts
Education
New Mexico State University-Carlsbad 2010 — 2010
AP College Board Certified, 30 Post Graduate hours of Music Theory and Composition, K-12
The University of Texas at Austin 1984 — 1986
32 Post Graduate Hours, Voice Performance, 3.76 GPA
Michigan State University 1982 — 1984
MM, Master of Music Voice Performance, 3.61 GPA
Indiana University South Bend 1975 — 1982
BME, Bachelor of Music Education: All area--Vocal/Choral/Instrumental, 3.2 GPA
Irving ISD July 2014 - Present
Timothy Snyder January 1975 - Present
Timothy Snyder January 1970 - Present
BBVA Compass Bank March 2013 - December 2013
CLA USA, Inc December 2012 - March 2013
Palm Harbor Homes May 2012 - October 2012
Clyde Independent School District July 2011 - June 2012
Abilene Opera Assoc. 2012 - 2012
Sherman High School August 2009 - July 2011
Sherman Independent School District July 2009 - June 2011
Skills
Voice Teacher, Vocal Coaching, Music Technolgy..., Music, Conducting, Choral, Music Education, Vocal, Sales, Opera, Wealth Management, Ensemble, Music Theory, Concerts, Singing, Teaching, Investment Advisory, Orchestral Music, Band, Performing, Musical Theatre, Chamber Music, Performing Arts
Education
New Mexico State University-Carlsbad 2010 — 2010
AP College Board Certified, 30 Post Graduate hours of Music Theory and Composition, K-12
The University of Texas at Austin 1984 — 1986
32 Post Graduate Hours, Voice Performance, 3.76 GPA
Michigan State University 1982 — 1984
MM, Master of Music Voice Performance, 3.61 GPA
Indiana University South Bend 1975 — 1982
BME, Bachelor of Music Education: All area--Vocal/Choral/Instrumental, 3.2 GPA
Jim Martin, CIC Jim Martin, CIC's CLA USA, Inc Experience December 2013 - March 2014
Job Regional Vice President of Sales at PeopLease
Industry Insurance
Experience
PeopLease April 2014 - Present
CLA USA, Inc December 2013 - March 2014
Independent Insurance Group August 2012 - September 2013
USI Insurance Services February 2011 - July 2012
Hub International March 2009 - February 2011
Liberty Mutual Insurance 2007 - 2009
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Workers Compensation, Employment Practices..., Casualty, Umbrella Insurance, D&O, Commercial Lines, Insurance, Brokers, Liability, General Insurance, Excess, Inland Marine, Marketing, Sales, Risk Management, Account Management, Leadership, New Business Development, Life Insurance, Reinsurance, Claims Management, Term Life Insurance, Financial Risk, Casualty Insurance
Education
The University of Texas at Dallas
Bachelor of Arts, Crime and Justice Studies
The University of Texas at Austin
PeopLease April 2014 - Present
CLA USA, Inc December 2013 - March 2014
Independent Insurance Group August 2012 - September 2013
USI Insurance Services February 2011 - July 2012
Hub International March 2009 - February 2011
Liberty Mutual Insurance 2007 - 2009
Skills
Commercial Insurance, Property & Casualty..., Professional Liability, Workers Compensation, Employment Practices..., Casualty, Umbrella Insurance, D&O, Commercial Lines, Insurance, Brokers, Liability, General Insurance, Excess, Inland Marine, Marketing, Sales, Risk Management, Account Management, Leadership, New Business Development, Life Insurance, Reinsurance, Claims Management, Term Life Insurance, Financial Risk, Casualty Insurance
Education
The University of Texas at Dallas
Bachelor of Arts, Crime and Justice Studies
The University of Texas at Austin
Sherry Miller Sherry Miller's CLA USA, Inc Experience August 2005 - August 2007
Job Account Manager at CSM Marketing Services LLC
Industry Marketing and Advertising
Experience
CSM Marketing Services LLC February 2012 - Present
Folden Family Practice February 2011 - September 2011
Frisco Square Dental 2007 - 2011
CLA USA, Inc August 2005 - August 2007
Arrington's Self Storage November 2004 - August 2005
Kidz World July 2002 - May 2005
Skills
Marketing, Advertising, Customer Service, Sales, Social Media, Marketing Strategy, Creative Direction, Account Management, New Business Development, Email Marketing, Social Networking, Online Marketing, Event Planning, Direct Marketing, Digital Marketing, Entrepreneurship, Public Relations, Marketing Communications, Event Management, Brand Development, Retail, Brand Management, Digital Strategy
Education
Collin County Community College 2012 — 2015
Office Systems Technology, Office Systems Technology, 3.9
Little Elm High School 1985 — 1988
High School Diploma
CSM Marketing Services LLC February 2012 - Present
Folden Family Practice February 2011 - September 2011
Frisco Square Dental 2007 - 2011
CLA USA, Inc August 2005 - August 2007
Arrington's Self Storage November 2004 - August 2005
Kidz World July 2002 - May 2005
Skills
Marketing, Advertising, Customer Service, Sales, Social Media, Marketing Strategy, Creative Direction, Account Management, New Business Development, Email Marketing, Social Networking, Online Marketing, Event Planning, Direct Marketing, Digital Marketing, Entrepreneurship, Public Relations, Marketing Communications, Event Management, Brand Development, Retail, Brand Management, Digital Strategy
Education
Collin County Community College 2012 — 2015
Office Systems Technology, Office Systems Technology, 3.9
Little Elm High School 1985 — 1988
High School Diploma
Benjamin Huggin Benjamin Huggin's CLA USA, Inc Experience July 2007 - April 2011
Job BB&T Wealth
Industry Banking
Experience
BB&T 2011 - Present
CLA USA, Inc July 2007 - April 2011
BI Investments June 2005 - July 2007
CUNA Mutual Group June 2002 - August 2004
SunTrust Bank November 1998 - June 2002
1 1927 - 1929
Skills
Retirement Planning, Wealth Management, Sales, Wealth Management..., Investments, Strategic Financial..., Wealth, Estate Planning, High Net Worth..., Private Banking, Retirement, Banking
Education
Canon Trust School 2000 — 2001
Certificate, Trust Administration
Old Dominion University 1983 — 1988
BS, Secondary education
BB&T 2011 - Present
CLA USA, Inc July 2007 - April 2011
BI Investments June 2005 - July 2007
CUNA Mutual Group June 2002 - August 2004
SunTrust Bank November 1998 - June 2002
1 1927 - 1929
Skills
Retirement Planning, Wealth Management, Sales, Wealth Management..., Investments, Strategic Financial..., Wealth, Estate Planning, High Net Worth..., Private Banking, Retirement, Banking
Education
Canon Trust School 2000 — 2001
Certificate, Trust Administration
Old Dominion University 1983 — 1988
BS, Secondary education
Larry Harbin Larry Harbin's CLA USA, Inc Experience May 2007 - September 2012
Job Recruiter Swan Transportation Services, Ltd
Industry Financial Services
Experience
CLAUSA January 2007 - Present
CLA USA, Inc May 2007 - September 2012
Bob Toler Agency January 1995 - January 2007
HIA-TEX January 1989 - January 1995
Farmers Insurance Agency January 1984 - January 1989
Dalcom Electronics January 1978 - January 1984
Education
Dallas County Community College
Business, Management/ Finance
U S Marine Corps * Staff Sergeant Aviation Supply * Staff-NCO Academy
University of North Texas
Business, Administration
CLAUSA January 2007 - Present
CLA USA, Inc May 2007 - September 2012
Bob Toler Agency January 1995 - January 2007
HIA-TEX January 1989 - January 1995
Farmers Insurance Agency January 1984 - January 1989
Dalcom Electronics January 1978 - January 1984
Education
Dallas County Community College
Business, Management/ Finance
U S Marine Corps * Staff Sergeant Aviation Supply * Staff-NCO Academy
University of North Texas
Business, Administration
Kelly Gallion Kelly Gallion's CLA USA, Inc Experience April 1999 - August 2002
Job President & Advisor at National Estate Services, LLP
Industry Financial Services
Experience
National Estate Services, LLP August 2002 - Present
CLA USA, Inc April 1999 - August 2002
Puritan Financial Group April 1995 - March 1999
Skills
Estate Planning, Income Planning, Asset Protection, Long Term Care, Annuities, Retirement, Insurance, Retirement Planning, Long-term Care, Financial Services, IRAs, Fixed Annuities, Strategic Financial..., Financial Goals, Wealth Management..., Term Life Insurance, Life Insurance, Wealth
Education
The University of Texas at Austin 1976 — 1978
Insurance
Trinity University 1974 — 1976
Associate, Criminology
National Estate Services, LLP August 2002 - Present
CLA USA, Inc April 1999 - August 2002
Puritan Financial Group April 1995 - March 1999
Skills
Estate Planning, Income Planning, Asset Protection, Long Term Care, Annuities, Retirement, Insurance, Retirement Planning, Long-term Care, Financial Services, IRAs, Fixed Annuities, Strategic Financial..., Financial Goals, Wealth Management..., Term Life Insurance, Life Insurance, Wealth
Education
The University of Texas at Austin 1976 — 1978
Insurance
Trinity University 1974 — 1976
Associate, Criminology
Richard Aubert, CLU's CLA USA, Inc Experience 2013 - 2014
Job Entrepreneur / Listener / Thinker
Industry Insurance
Experience
CLA USA, Inc 2013 - 2014
American General Life Companies 2010 - 2012
Citizens Inc. 2008 - 2009
National Financial Partners 2007 - 2008
National Western Life 2003 - 2007
Citizens Insurance Company 1999 - 2003
Skills
Insurance, Life Insurance, Fixed Annuities, Sales, Term Life Insurance, Long-term Care, Employee Benefits, Marketing, Sales Operations, Sales Management, Financial Planning, Strategic Planning, Marketing Strategy, Retirement Planning, Universal Life, Training, Financial Planners, Advertising, Strategic Financial..., Small Business, Direct Marketing, Indexed Annuities, Product Marketing, Business, Recruiting, Leadership, Disability Insurance, Sales Process, Customer Retention, Published Author
Education
Texas State University-San Marcos
BBA, Marketing
The American College
CLU, Insurance
CLA USA, Inc 2013 - 2014
American General Life Companies 2010 - 2012
Citizens Inc. 2008 - 2009
National Financial Partners 2007 - 2008
National Western Life 2003 - 2007
Citizens Insurance Company 1999 - 2003
Skills
Insurance, Life Insurance, Fixed Annuities, Sales, Term Life Insurance, Long-term Care, Employee Benefits, Marketing, Sales Operations, Sales Management, Financial Planning, Strategic Planning, Marketing Strategy, Retirement Planning, Universal Life, Training, Financial Planners, Advertising, Strategic Financial..., Small Business, Direct Marketing, Indexed Annuities, Product Marketing, Business, Recruiting, Leadership, Disability Insurance, Sales Process, Customer Retention, Published Author
Education
Texas State University-San Marcos
BBA, Marketing
The American College
CLU, Insurance
Joel Carson, LUTCF Joel Carson, LUTCF's CLA USA, Inc Experience December 2004 - November 2012
Job Mentoring, Developing and Leading Financial Services Professionals at Spectrum Financial/Mass Mutual
Industry Financial Services
Experience
Spectrum Financial Group March 2014 - Present
Transamerica October 2013 - March 2014
Alsbridge December 2012 - August 2013
CLA USA, Inc December 2004 - November 2012
Pyramid Life Insurance April 1997 - November 2004
Manulife Financial September 1993 - March 1997
Union Central July 1992 - August 1993
Gloden Rule Insurance April 1987 - July 1993
Skills
Selling, Sales, New Business Development, Account Management, Management, CRM, Sales Operations, Team Building, Recruiting, Marketing, Strategic Planning, Leadership, C-Level Sales, Life Insurance, Business Development, Thought Leadership, Training, Sales Management, Retirement, Fixed Annuities, Estate Planning, Retirement Planning
Education
Austin College 1980 — 1984
Bachelor of Arts (B.A.), Business Administration and Management/Psychology Double Major
Spectrum Financial Group March 2014 - Present
Transamerica October 2013 - March 2014
Alsbridge December 2012 - August 2013
CLA USA, Inc December 2004 - November 2012
Pyramid Life Insurance April 1997 - November 2004
Manulife Financial September 1993 - March 1997
Union Central July 1992 - August 1993
Gloden Rule Insurance April 1987 - July 1993
Skills
Selling, Sales, New Business Development, Account Management, Management, CRM, Sales Operations, Team Building, Recruiting, Marketing, Strategic Planning, Leadership, C-Level Sales, Life Insurance, Business Development, Thought Leadership, Training, Sales Management, Retirement, Fixed Annuities, Estate Planning, Retirement Planning
Education
Austin College 1980 — 1984
Bachelor of Arts (B.A.), Business Administration and Management/Psychology Double Major
Keith Bartlett Keith Bartlett's CLA USA, Inc Experience August 2008 - June 2011
Job Innovating Daily
Industry Insurance
Experience
Mercer August 2014 - Present
Beneplace April 2013 - August 2014
Beneplace July 2011 - April 2013
CLA USA, Inc August 2008 - June 2011
Skills
Insurance, Long-term Care, Term Life Insurance, Account Management, Employee Benefits, Disability Insurance, Retirement, Life Insurance, Fixed Annuities, Retirement Planning, Health Insurance, Group Auto and Home Ins, Salesforce.com, Complex Sales, RFP Generation, Creative Problem Solving, Business Networking, Long Term Care Insurance, Brokers, 401k, Property & Casualty..., Benefits Administration, Relationship Management
Education
University of North Texas 1999 — 2001
Bachelor of Science (B.S.), Education
The Colony High School
Diploma
Mercer August 2014 - Present
Beneplace April 2013 - August 2014
Beneplace July 2011 - April 2013
CLA USA, Inc August 2008 - June 2011
Skills
Insurance, Long-term Care, Term Life Insurance, Account Management, Employee Benefits, Disability Insurance, Retirement, Life Insurance, Fixed Annuities, Retirement Planning, Health Insurance, Group Auto and Home Ins, Salesforce.com, Complex Sales, RFP Generation, Creative Problem Solving, Business Networking, Long Term Care Insurance, Brokers, 401k, Property & Casualty..., Benefits Administration, Relationship Management
Education
University of North Texas 1999 — 2001
Bachelor of Science (B.S.), Education
The Colony High School
Diploma
Alec Sepulveda's CLA USA, Inc Experience February 2015 - Present
Job Internal recruiter
Industry Insurance
Experience
CLA USA, Inc February 2015 - Present
OnTarget Partners January 2014 - October 2014
MedSys Group October 2012 - May 2013
Teledyne Storm Products June 2010 - July 2012
Teledyne Storm Products June 2010 - July 2012
Skills
Management, Sales, Sales Operations, Procurement, Cold Calling, Pricing, Negotiation, Manufacturing, MRP, Requirements Analysis, Process Improvement, Account Management, Project Management, Software Documentation, Outsourcing, Project Planning, Lead Generation, Direct Marketing, New Business Development, Purchasing, Business Development, Sales Management, Strategy, Salesforce.com, CRM, Sourcing, Leadership, Team Building, Marketing, Talent Acquisition, Marketing Strategy, Customer Service, Recruiting, Interviews, Technical Recruiting, Onboarding
Education
Mountain View College 1996 — 2001
Business Management, Business Administration and Management, General
Health Magnet High School 1990 — 1994
Hospital Administration, Regular/General High School/Secondary Diploma Program
CLA USA, Inc February 2015 - Present
OnTarget Partners January 2014 - October 2014
MedSys Group October 2012 - May 2013
Teledyne Storm Products June 2010 - July 2012
Teledyne Storm Products June 2010 - July 2012
Skills
Management, Sales, Sales Operations, Procurement, Cold Calling, Pricing, Negotiation, Manufacturing, MRP, Requirements Analysis, Process Improvement, Account Management, Project Management, Software Documentation, Outsourcing, Project Planning, Lead Generation, Direct Marketing, New Business Development, Purchasing, Business Development, Sales Management, Strategy, Salesforce.com, CRM, Sourcing, Leadership, Team Building, Marketing, Talent Acquisition, Marketing Strategy, Customer Service, Recruiting, Interviews, Technical Recruiting, Onboarding
Education
Mountain View College 1996 — 2001
Business Management, Business Administration and Management, General
Health Magnet High School 1990 — 1994
Hospital Administration, Regular/General High School/Secondary Diploma Program
Jeremy Shipp, CLU®, RICP®'s CLA USA, Inc Experience September 2009 - June 2013
Job Harbor Wealth & Estate Services
Industry Financial Services
Experience
Harbor Wealth & Estate Services May 2012 - Present
American Association for Wartime Veterans April 2012 - Present
CLA USA, Inc September 2009 - June 2013
Trustmark Companies April 2008 - September 2009
U.S. Bank July 2006 - April 2008
Skills
Estate Planning, Retirement Planning, Finance, Retirement, Sales, Public Speaking, Customer Service, Financial Analysis, Insurance, Coaching, Employee Benefits, Mutual Funds, Training, Financial Strategies, Sales Management, Banking, Management, Strategy, VA Benefit Planning
Education
The American College 2013 — 2013
Retirement Income Certified Professional, Retirement Income Planning
The American College 2009 — 2012
Chartered Life Underwriter, Estate planning, Investments, Life insurance
Marietta College 1997 — 2001
B.S., Mathematics, Business
Harbor Wealth & Estate Services May 2012 - Present
American Association for Wartime Veterans April 2012 - Present
CLA USA, Inc September 2009 - June 2013
Trustmark Companies April 2008 - September 2009
U.S. Bank July 2006 - April 2008
Skills
Estate Planning, Retirement Planning, Finance, Retirement, Sales, Public Speaking, Customer Service, Financial Analysis, Insurance, Coaching, Employee Benefits, Mutual Funds, Training, Financial Strategies, Sales Management, Banking, Management, Strategy, VA Benefit Planning
Education
The American College 2013 — 2013
Retirement Income Certified Professional, Retirement Income Planning
The American College 2009 — 2012
Chartered Life Underwriter, Estate planning, Investments, Life insurance
Marietta College 1997 — 2001
B.S., Mathematics, Business
Hollie Barnes's CLA USA, Inc Experience March 2015 - Present
Job Financial Services Professional at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group June 2015 - Present
CLA USA, Inc March 2015 - Present
Walmart.com June 2014 - December 2014
Senior Insurance March 2012 - March 2014
Skills
Insurance, Term Life Insurance, Whole Life, Sales, Property, Life Insurance, Health Insurance, Umbrella Insurance, Casualty, Liability, Long-term Care, Universal Life, Long Term Care Insurance, Medicare, Annuity Sales, Sales Management, Customer Service
Education
Arkansas Tech University 2011 — 2012
BPS, Public Relations
Arkansas State University 1991 — 1995
Physical Education/ Excercise Science
West Side High School 1988 — 1991
MassMutual Financial Group June 2015 - Present
CLA USA, Inc March 2015 - Present
Walmart.com June 2014 - December 2014
Senior Insurance March 2012 - March 2014
Skills
Insurance, Term Life Insurance, Whole Life, Sales, Property, Life Insurance, Health Insurance, Umbrella Insurance, Casualty, Liability, Long-term Care, Universal Life, Long Term Care Insurance, Medicare, Annuity Sales, Sales Management, Customer Service
Education
Arkansas Tech University 2011 — 2012
BPS, Public Relations
Arkansas State University 1991 — 1995
Physical Education/ Excercise Science
West Side High School 1988 — 1991
Gina Watson's CLA USA, Inc Experience September 2015 - Present
Job Operations administrator at CLA USA
Industry Investment Banking
Experience
CLA USA, Inc September 2015 - Present
DIMONT April 2008 - September 2015
Reliable Receptionist November 2007 - April 2008
America’s Glass Centers May 2007 - November 2007
Skills
Business Development, CRM, Call Center, Customer Service, Insurance, Invoicing, Loan Servicing, Microsoft Excel, Process Improvement, Property, Sales, Outlook, Training, Customer Satisfaction, Call Centers, Human Resources, Team Building, Management, Microsoft Office
Education
Pittsburg High School 1998 — 2002
Los Medanos College
CLA USA, Inc September 2015 - Present
DIMONT April 2008 - September 2015
Reliable Receptionist November 2007 - April 2008
America’s Glass Centers May 2007 - November 2007
Skills
Business Development, CRM, Call Center, Customer Service, Insurance, Invoicing, Loan Servicing, Microsoft Excel, Process Improvement, Property, Sales, Outlook, Training, Customer Satisfaction, Call Centers, Human Resources, Team Building, Management, Microsoft Office
Education
Pittsburg High School 1998 — 2002
Los Medanos College
Lorna Varrie Lorna Varrie's CLA USA, Inc Experience January 2001 - March 2007
Job Marketing Operations Manager at Avigilon
Industry Information Technology and Services
Experience
Avigilon April 2015 - Present
RHR International March 2007 - January 2015
CLA USA, Inc January 2001 - March 2007
Skills
Project Management, Training, SharePoint, Quality Assurance, Strategic Planning, Knowledge Management, Cross-functional Team..., Critical Thinking, Software Documentation, Data Analysis, Change Management, Project Coordination, Program Management, Databases, Employee Engagement, C-Level Executive..., Email Management, Contact Management, Executive Calendar..., Scheduling Management, Travel Management, Managing Meetings, Event Management, Client Billing, Expense Management, Report Management, Business Correspondence, Presentation Design, Employee Training, Proofreading, Business Development, Solution Development, SharePoint Designer, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, InfoPath Forms, Adobe Creative Suite, Technical Documentation, Project Implementation, Organization Skills, English Grammar, Process Orientation, Dragon Naturally..., Microsoft Office
Education
The University of Texas at Austin
Bachelor of Fine Arts (BFA), Fine and Studio Arts
The University of Texas at Austin
Fine and Studio Arts
Avigilon April 2015 - Present
RHR International March 2007 - January 2015
CLA USA, Inc January 2001 - March 2007
Skills
Project Management, Training, SharePoint, Quality Assurance, Strategic Planning, Knowledge Management, Cross-functional Team..., Critical Thinking, Software Documentation, Data Analysis, Change Management, Project Coordination, Program Management, Databases, Employee Engagement, C-Level Executive..., Email Management, Contact Management, Executive Calendar..., Scheduling Management, Travel Management, Managing Meetings, Event Management, Client Billing, Expense Management, Report Management, Business Correspondence, Presentation Design, Employee Training, Proofreading, Business Development, Solution Development, SharePoint Designer, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, InfoPath Forms, Adobe Creative Suite, Technical Documentation, Project Implementation, Organization Skills, English Grammar, Process Orientation, Dragon Naturally..., Microsoft Office
Education
The University of Texas at Austin
Bachelor of Fine Arts (BFA), Fine and Studio Arts
The University of Texas at Austin
Fine and Studio Arts
Rosanna Greene's CLA USA, Inc Experience May 2014 - Present
Job Corporate Recruiter
Industry Insurance
Experience
CLA USA, Inc May 2014 - Present
Advantage Professional and RemX Specialty Staffing September 2011 - August 2013
Dallas Baptist University August 2007 - May 2011
Accountants Incorporated June 2006 - March 2009
Countrywide Home Loans and Indy Mac Bank January 1997 - January 2006
Education
Dallas Baptist University 2007 — 2011
Bachelor of Arts and Sciences, Communication
Dallas Baptist University 2007 — 2011
Bachelor of Arts and Sciences, Communications
CLA USA, Inc May 2014 - Present
Advantage Professional and RemX Specialty Staffing September 2011 - August 2013
Dallas Baptist University August 2007 - May 2011
Accountants Incorporated June 2006 - March 2009
Countrywide Home Loans and Indy Mac Bank January 1997 - January 2006
Education
Dallas Baptist University 2007 — 2011
Bachelor of Arts and Sciences, Communication
Dallas Baptist University 2007 — 2011
Bachelor of Arts and Sciences, Communications
Oxford, Greer's CLA USA, Inc Experience February 2014 - June 2014
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
CLA USA, Inc February 2014 - June 2014
Primerica Financial Services April 2004 - December 2013
Education
The University of Texas at Arlington 1975 — 1977
CLA USA, Inc February 2014 - June 2014
Primerica Financial Services April 2004 - December 2013
Education
The University of Texas at Arlington 1975 — 1977
Chris Conger's CLA USA, Inc Experience May 2007 - Present
Job Vice President
Industry Insurance
Experience
CLA USA, Inc May 2007 - Present
Cook, Burns & Lord CPA January 2005 - February 2006
Vehicles-In-Motion July 2000 - January 2005
USAA May 1993 - June 2000
Associates Insurance Company April 1989 - April 1993
Skills
Insurance, Retirement Planning, New Business Development, Life Insurance, Strategic Financial..., Fixed Annuities, Estate Planning, Operations Management, Commercial Insurance, Strategic Planning, Business Planning, Strategy, Risk Management, Annuties, Financial Planning
Education
Dallas Baptist University
BBA, Business Admin
CLA USA, Inc May 2007 - Present
Cook, Burns & Lord CPA January 2005 - February 2006
Vehicles-In-Motion July 2000 - January 2005
USAA May 1993 - June 2000
Associates Insurance Company April 1989 - April 1993
Skills
Insurance, Retirement Planning, New Business Development, Life Insurance, Strategic Financial..., Fixed Annuities, Estate Planning, Operations Management, Commercial Insurance, Strategic Planning, Business Planning, Strategy, Risk Management, Annuties, Financial Planning
Education
Dallas Baptist University
BBA, Business Admin
Austin Swart's CLA USA, Inc Experience October 2012 - May 2014
Job Independent Agent
Industry Insurance
Experience
H&R Block January 2012 - Present
CLA USA, Inc October 2012 - May 2014
Source Interlink October 2007 - May 2014
Elson Financial Services 2008 - October 2012
Aflac 2008 - 2009
Optibelt GmbH May 2007 - August 2007
Safeway July 1999 - August 2005
Skills
Tax Preparation, Term Life Insurance, Medicare Supplements, Health Insurance, Annuities, Retail, Insurance
Education
Northern Illinois University 2006 — 2008
Bachelor's degree, Economics
Northern Illinois University 2005 — 2008
Bachelor, Economics
McHenry County Collage 2002 — 2005
Associate Degree, Social Science
H&R Block January 2012 - Present
CLA USA, Inc October 2012 - May 2014
Source Interlink October 2007 - May 2014
Elson Financial Services 2008 - October 2012
Aflac 2008 - 2009
Optibelt GmbH May 2007 - August 2007
Safeway July 1999 - August 2005
Skills
Tax Preparation, Term Life Insurance, Medicare Supplements, Health Insurance, Annuities, Retail, Insurance
Education
Northern Illinois University 2006 — 2008
Bachelor's degree, Economics
Northern Illinois University 2005 — 2008
Bachelor, Economics
McHenry County Collage 2002 — 2005
Associate Degree, Social Science
Mechelle Plantz's CLA USA, Inc Experience December 2009 - Present
Job Estate Data Processor at CLA USA
Industry Financial Services
Experience
CLA USA, Inc December 2009 - Present
Compliance Depot May 2009 - December 2009
Skills
Fixed Annuities, Strategic Financial..., Microsoft Excel, Project Planning, Employee Benefits, Wealth Management, Estate Tax Planning, 401k, Team Building, Health Insurance, Sales, Strategic Planning, Small Business, Disability Insurance
Education
Southern Arkansas University
CLA USA, Inc December 2009 - Present
Compliance Depot May 2009 - December 2009
Skills
Fixed Annuities, Strategic Financial..., Microsoft Excel, Project Planning, Employee Benefits, Wealth Management, Estate Tax Planning, 401k, Team Building, Health Insurance, Sales, Strategic Planning, Small Business, Disability Insurance
Education
Southern Arkansas University