Comprehensive Planning, Inc.
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Comprehensive Planning, Inc. Salaries. You can even request information on how much does Comprehensive Planning, Inc. pay if you want to. Learn about salaries, pros and cons of working for Comprehensive Planning, Inc. directly from the past employees.
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Comprehensive Planning, Inc. Employees
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
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
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
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
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
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
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
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