Comprehensive Planning, Inc.

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Comprehensive Planning, Inc. Employees

Employee
Years
Job
Industry
David Boffa David Boffa Columbus, Ohio Area Details
David Boffa's Comprehensive Planning, Inc. Experience March 2009 - Present
Job Business Development Consultant at Comprehensive Planning, Inc.
Industry Financial Services
Experience
Comprehensive Planning, Inc.   March 2009 - Present
Battered Women Shelter   January 2009 - Present
Rape Crisis Center of Medina and Summit Counties   January 2009 - Present
Key Private Bank  February 2007 - February 2009
McDonald Investments  2002 - 2006
Pacific Life  1996 - 2001

Skills
Series 7, Series 63, Investments, Life, Health and..., Financial Planning, Securities, Estate Planning, Succession Planning, Annuities, Financial Analysis, Insurance, Risk Management, Wealth Management, Retirement Planning, Asset, Funding, Compliance, Options, Asset Management, Asset Allocation, Alternative Investments, Portfolio Management, Asset Managment, Fixed Annuities, Strategic Financial..., Mutual Funds, Financial Advisory, Investment Advisory, Retirement, 401k, Investment Strategies, Wealth Management...

Education
Kent State University   1987 — 1991
Economics

Granville high

April Markland, CLU® April Markland, CLU® Greater Detroit Area Details
April Markland, CLU®'s Comprehensive Planning, Inc. Experience June 1998 - Present
Job Operations Manager at Comprehensive Planning, Inc.
Industry Financial Services
Experience
Comprehensive Planning, Inc.   June 1998 - Present

Skills
Series 63, Insurance, Retirement Planning, Fixed Annuities, Estate Planning, Underwriting, Life Insurance, Team Building, Process Improvement, Long-term Care, 401k, Employee Benefits, Retirement, Term Life Insurance

Education
The American College   2007 — 2009
CLU

Miren Shehu Miren Shehu Troy, Michigan Details
Miren Shehu's Comprehensive Planning, Inc. Experience May 2012 - Present
Job Case Manager at Comprehensive Planning, Inc.
Industry Financial Services
Experience
Comprehensive Planning, Inc.   May 2012 - Present
Eastern Michigan University  August 2008 - April 2011

Skills
Community Outreach, Conflict Resolution, Customer Service, Event Planning, Fundraising, Grant Writing, Higher Education, Nonprofits, Program Development, Public Speaking, Research, Student Affairs, Student Development, Volunteer Management

Education
Eastern Michigan University   2008 — 2011
Master of Business Administration (M.B.A.), Marketing

Eastern Michigan University   2006 — 2008
Bachelor of Business Administration (B.B.A.), Marketing

Jessica Pepple Jessica Pepple Greater Detroit Area Details
Jessica Pepple's Comprehensive Planning, Inc. Experience January 2014 - Present
Job Marketing Associate at Comprehensive Planning, Inc.
Industry Insurance
Experience
Comprehensive Planning, Inc.   January 2014 - Present
Comprehensive Planning, Inc.   November 2011 - January 2014
Comprehensive Planning, Inc.   April 2011 - November 2011
AnnArbor.com  November 2010 - March 2011
Moonlight Productions   2004 - 2010
Leo's Coney Island  December 2006 - March 2009

Skills
Copywriting, Social Media Marketing, Advertising, Marketing, Insurance, Workers Compensation, Social Media, Web Design, Editing, Time Management, Microsoft Excel, Blogging, Social Networking, Facebook, Data Entry, Customer Service

Education
Eastern Michigan University
Bachelor of Science, Psychology, Communications

University of Michigan
Coursework, Psychology, Liberal Arts

Tonia Cronin Tonia Cronin Ann Arbor, Michigan Details
Tonia Cronin's Comprehensive Planning, Inc. Experience 2012 - May 2014
Job Program Manager, Michigan Cyber Civilian Corps (MiC3) at Merit Network Inc.
Industry Nonprofit Organization Management
Experience
Merit Network  June 2014 - Present
Merit Network  June 2014 - Present
Comprehensive Planning, Inc.   2012 - May 2014
Capitas Financial  2008 - 2012
M & O Marketing   2002 - 2008
Oakwood Healthcare  1999 - 2002

Skills
Cyber Defense, Cyber-security, Cyber, Cyber Operations, Business Development, New Business Development, Retirement Planning, Long-term Care, Business Strategy, Fixed Annuities, Disability Insurance, Financial Planners, Retirement, Life Insurance, Wealth Management, Estate Planning, Insurance, Strategic Financial..., Computer Security, Computer Network..., Collaboration, Market Research, Program Management, Strategy, Security, Strategic Planning, Training

Education
University of Michigan   1994 — 1999
Bachelor of Applied Science (B.A.Sc.), Biology/Biological Sciences, General

Pamela Franzen Pamela Franzen Greater Chicago Area Details
Pamela Franzen's Comprehensive Planning, Inc. Experience December 2013 - March 2015
Job Senior Vice President at Capitas Financial
Industry Financial Services
Experience
Capitas Financial  March 2015 - Present
Comprehensive Planning, Inc.   December 2013 - March 2015
Prudential Financial  2008 - 2013
MVP Financial Services, Inc.   June 1999 - October 2008
Larry Gordon Agency, Inc   June 1984 - June 1999

Skills
Life Insurance, Insurance, Retirement Planning, Fixed Annuities, Retirement, Mutual Funds, Financial Services, Investments, Sales, Long-term Care, Term Life Insurance, Series 7, Series 63, Series 6, Disability Insurance, 401k, Wealth Management, IRAs, Asset Allocation, Financial Advisory, Financial Planning, Estate Planning, Underwriting, Long Term Care Insurance

Education
Northern Illinois University
Bachelor's degree, General Sales, Merchandising and Related Marketing Operations

Stephen Kiley Stephen Kiley Cincinnati Area Details
Stephen Kiley's Comprehensive Planning, Inc. Experience 2002 - 2003
Job Insurance Professional
Industry Insurance
Experience
Kiley Insurance Services   January 2014 - Present
Pacific Life  February 2012 - September 2013
Sun Life Financial  2010 - 2012
AIG American General  June 2008 - September 2009
Penn Mutual  2003 - 2008
Comprehensive Planning, Inc.   2002 - 2003

Skills
Life Insurance, Lead Generation, Sales, Estate Planning, Retirement Planning, Wealth, High Net Worth..., Succession Planning, Insurance, Disability Insurance, Long-term Care, Retirement

Education
University of Cincinnati   1987 — 1991
Bachelor of Arts (B.A.), Economics

Roger Bacon

Edward Archey Edward Archey Greater Detroit Area Details
Edward Archey's Comprehensive Planning, Inc. Experience PresidentComprehensive Planning, Inc.January 1981 - Present
Job President at Comprehensive Planning, Inc.
Industry Insurance
Experience
Comprehensive Planning, Inc.   PresidentComprehensive Planning, Inc.January 1981 - Present

Skills
Retirement Planning, Estate Planning, Fixed Annuities, Insurance, Long-term Care, Series 63, Universal Life, Retirement, Disability Insurance, Term Life Insurance, Life Insurance, Whole Life, 401k, Series 6, Financial Planners

Education
Providence College   1965 — 1969
BS, Business Management