CPS Insurance Services
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CPS Insurance Services Employees
Employee
Years
Job
Industry
Brittany Hazard Brittany Hazard's CPS Insurance Services Experience August 2013 - Present
Job LTC & DI Sales & Marketing Associate
Industry Financial Services
Experience
CPS Insurance Services August 2013 - Present
Moreton Retirement Partners April 2013 - May 2013
401(k) Advisors June 2012 - August 2012
Liberty Systems Management, Inc June 2011 - August 2011
Pacific Enterprise Bank June 2010 - August 2010
Michaelson, Connor, Boul June 2009 - August 2009
LPL Financial, Branch Office June 2008 - August 2008
Skills
Investments, Mutual Funds, Retirement Planning, Marketing, Asset Allocation, Portfolio Management
Education
University of Denver 2009 — 2013
B.A, Communication Studies; Organizational Communications
Charles University in Prague 2011 — 2011
Huntington Beach High School 2005 — 2009
CPS Insurance Services August 2013 - Present
Moreton Retirement Partners April 2013 - May 2013
401(k) Advisors June 2012 - August 2012
Liberty Systems Management, Inc June 2011 - August 2011
Pacific Enterprise Bank June 2010 - August 2010
Michaelson, Connor, Boul June 2009 - August 2009
LPL Financial, Branch Office June 2008 - August 2008
Skills
Investments, Mutual Funds, Retirement Planning, Marketing, Asset Allocation, Portfolio Management
Education
University of Denver 2009 — 2013
B.A, Communication Studies; Organizational Communications
Charles University in Prague 2011 — 2011
Huntington Beach High School 2005 — 2009
Natasha Wilt Natasha Wilt's CPS Insurance Services Experience April 2008 - July 2009
Job Associate Financial Analyst
Industry Accounting
Experience
Genesys March 2015 - Present
Green Thumb Produce January 2013 - November 2014
Complete Coach Works January 2011 - January 2013
Fresh & Easy March 2010 - January 2011
CPS Insurance Services April 2008 - July 2009
Orkin Pest Control October 2006 - April 2008
Skills
Accounting, Accounts Payable, Accounts Receivable, Internal Controls, A/R Collections, Purchase Orders, Profit & Loss Management, QuickBooks, Bookkeeping, Office Administration, Office Management, Management, Inventory, Human Resources, Leadership, Training, Employee Training, Employee Handbooks, Client Relations, Vendor Relations, Sales, Research, Data Entry, Marketing Strategy, Secretarial Skills, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
Riverside City College
Accounting and Finance
Genesys March 2015 - Present
Green Thumb Produce January 2013 - November 2014
Complete Coach Works January 2011 - January 2013
Fresh & Easy March 2010 - January 2011
CPS Insurance Services April 2008 - July 2009
Orkin Pest Control October 2006 - April 2008
Skills
Accounting, Accounts Payable, Accounts Receivable, Internal Controls, A/R Collections, Purchase Orders, Profit & Loss Management, QuickBooks, Bookkeeping, Office Administration, Office Management, Management, Inventory, Human Resources, Leadership, Training, Employee Training, Employee Handbooks, Client Relations, Vendor Relations, Sales, Research, Data Entry, Marketing Strategy, Secretarial Skills, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service
Education
Riverside City College
Accounting and Finance
Jonathan Torres Jonathan Torres's CPS Insurance Services Experience March 2014 - Present
Job Life Insurance Specialist
Industry Financial Services
Experience
CPS Insurance Services March 2014 - Present
Northwestern Mutual August 2013 - March 2014
Skills
Customer Service, Marketing Communications, Advertising, Social Media, Sales, Financial Planning, Insurance, Life Insurance
Education
California State University Fullerton 2011 — 2013
Bachelor of Communications, Advertising
Corona del Mar
Corona del Mar
University of California, Irvine
CPS Insurance Services March 2014 - Present
Northwestern Mutual August 2013 - March 2014
Skills
Customer Service, Marketing Communications, Advertising, Social Media, Sales, Financial Planning, Insurance, Life Insurance
Education
California State University Fullerton 2011 — 2013
Bachelor of Communications, Advertising
Corona del Mar
Corona del Mar
University of California, Irvine
Lisa Oleski, RN, BSN Lisa Oleski, RN, BSN's CPS Insurance Services Experience Senior Life UnderwriterInnovative Underwriters1995 - 2007
Job Manager, Life Underwriting at CPS Insurance Services
Industry Insurance
Experience
CPS Insurance Services Senior Life UnderwriterInnovative Underwriters1995 - 2007
Skills
Brokers, Disability Insurance, Underwriting, Insurance, Life Insurance, Management, Customer Service, Sales, Term Life Insurance, Training, Fixed Annuities, Universal Life, Whole Life, Retirement, Reinsurance, Retirement Planning, General Insurance
Education
Thomas Jefferson University 1993 — 1995
B.S., Nursing
Fairleigh Dickinson University 1988 — 1992
B.A., Psychology
CPS Insurance Services Senior Life UnderwriterInnovative Underwriters1995 - 2007
Skills
Brokers, Disability Insurance, Underwriting, Insurance, Life Insurance, Management, Customer Service, Sales, Term Life Insurance, Training, Fixed Annuities, Universal Life, Whole Life, Retirement, Reinsurance, Retirement Planning, General Insurance
Education
Thomas Jefferson University 1993 — 1995
B.S., Nursing
Fairleigh Dickinson University 1988 — 1992
B.A., Psychology
Jason Garza's CPS Insurance Services Experience June 2015 - Present
Job Disability Insurance Wholesaler Specialist
Industry Insurance
Experience
CPS Insurance Services June 2015 - Present
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement, 401k, Employee Benefits, Health Insurance, Mutual Funds, Term Life Insurance, General Insurance, Sales, Loans, Investments, Long-term Care, Finance, Brokers, IRAs, Commercial Insurance, Accident Insurance, Underwriting, Medicare, Professional Liability, Indexed Annuities, Strategic Financial..., Disability Insurance, Estate Planning, Property & Casualty...
Education
University of Hawaii Maui College
CPS Insurance Services June 2015 - Present
Skills
Fixed Annuities, Life Insurance, Insurance, Retirement, 401k, Employee Benefits, Health Insurance, Mutual Funds, Term Life Insurance, General Insurance, Sales, Loans, Investments, Long-term Care, Finance, Brokers, IRAs, Commercial Insurance, Accident Insurance, Underwriting, Medicare, Professional Liability, Indexed Annuities, Strategic Financial..., Disability Insurance, Estate Planning, Property & Casualty...
Education
University of Hawaii Maui College
Chris Moe, CLU®'s CPS Insurance Services Experience April 2011 - Present
Job Life Insurance Wholesaler
Industry Financial Services
Experience
CPS Insurance Services April 2011 - Present
CPS Insurance Services June 2010 - December 2011
Skills
Life Insurance, Insurance, Long-term Care, Disability Insurance, Fixed Annuities, Financial Planners, Estate Planning, Term Life Insurance, Whole Life, Retirement Planning, Financial Services, Income Protection, Health Insurance, Key Person Insurance, Employee Benefits
Education
The American College
Chartered Life Underwriter (CLU), Insurance
University of Hawaii at Manoa 2004 — 2008
Bachelor of Arts (B.A.)
Pepperdine University
Master of Business Administration (M.B.A.)
CPS Insurance Services April 2011 - Present
CPS Insurance Services June 2010 - December 2011
Skills
Life Insurance, Insurance, Long-term Care, Disability Insurance, Fixed Annuities, Financial Planners, Estate Planning, Term Life Insurance, Whole Life, Retirement Planning, Financial Services, Income Protection, Health Insurance, Key Person Insurance, Employee Benefits
Education
The American College
Chartered Life Underwriter (CLU), Insurance
University of Hawaii at Manoa 2004 — 2008
Bachelor of Arts (B.A.)
Pepperdine University
Master of Business Administration (M.B.A.)
Emily Bushong's CPS Insurance Services Experience October 2004 - March 2007
Job Relationship Manager at Pence Wealth Management
Industry Financial Services
Experience
Pence Wealth Management August 2015 - Present
The LBL Group March 2011 - August 2015
Northwestern Mutual April 2007 - April 2009
CPS Insurance Services October 2004 - March 2007
Education
Occidental College 1997 — 2001
Bachelor of Arts (B.A.), Diplomacy and World Affairs
Long Beach Polytechnic High School 1992 — 1997
Pence Wealth Management August 2015 - Present
The LBL Group March 2011 - August 2015
Northwestern Mutual April 2007 - April 2009
CPS Insurance Services October 2004 - March 2007
Education
Occidental College 1997 — 2001
Bachelor of Arts (B.A.), Diplomacy and World Affairs
Long Beach Polytechnic High School 1992 — 1997
Audrey Gilmore Audrey Gilmore's CPS Insurance Services Experience October 2014 - Present
Job Marketing Coordinator at CPS Insurance Services
Industry Marketing and Advertising
Experience
CPS Insurance Services October 2014 - Present
Prudential Financial June 2014 - September 2014
Eat Drink and Be Merry Catering Co. September 2013 - May 2014
Saint Mary's College of California September 2013 - December 2013
Prudential Financial June 2013 - August 2013
Victoria's Secret May 2011 - December 2012
Skills
Creative Writing, Writing, Creativity, Drawing, Musical Background, Organization, Passionate about work, Determined to Succeed, Facebook, Research, Marketing, Event Planning, Microsoft Office
Education
Saint Mary's College of California 2010 — 2014
Bachelor of Arts (B.A.), Communication, General
CPS Insurance Services October 2014 - Present
Prudential Financial June 2014 - September 2014
Eat Drink and Be Merry Catering Co. September 2013 - May 2014
Saint Mary's College of California September 2013 - December 2013
Prudential Financial June 2013 - August 2013
Victoria's Secret May 2011 - December 2012
Skills
Creative Writing, Writing, Creativity, Drawing, Musical Background, Organization, Passionate about work, Determined to Succeed, Facebook, Research, Marketing, Event Planning, Microsoft Office
Education
Saint Mary's College of California 2010 — 2014
Bachelor of Arts (B.A.), Communication, General
Danielle Blackburn Danielle Blackburn's CPS Insurance Services Experience October 2006 - June 2007
Job Wholesale Sales Administrator Officer at Vectra Bank Colorado
Industry Banking
Experience
Vectra Bank Colorado January 2014 - Present
Vectra Bank Colorado March 2013 - January 2014
Vectra Bank Colorado May 2011 - March 2013
Vectra Bank Colorado October 2010 - May 2011
Vectra Bank Colorado October 2008 - October 2010
Vectra Bank Colorado April 2008 - October 2008
Vectra Bank Colorado October 2007 - April 2008
CPS Insurance Services October 2006 - June 2007
Skills
Project Management, Event Management, Banking, Customer Service, Strategic Planning, Human Resources, Recruiting, Management, Portfolio Management, Leadership, Training, Sales Support Tools, Budgets, Small Business Lending, Development Of Employees
Education
University of Colorado Boulder 2004 — 2006
BA, Business Marketing
University of Northern Colorado 2002 — 2004
Undergrad, Business
Vectra Bank Colorado January 2014 - Present
Vectra Bank Colorado March 2013 - January 2014
Vectra Bank Colorado May 2011 - March 2013
Vectra Bank Colorado October 2010 - May 2011
Vectra Bank Colorado October 2008 - October 2010
Vectra Bank Colorado April 2008 - October 2008
Vectra Bank Colorado October 2007 - April 2008
CPS Insurance Services October 2006 - June 2007
Skills
Project Management, Event Management, Banking, Customer Service, Strategic Planning, Human Resources, Recruiting, Management, Portfolio Management, Leadership, Training, Sales Support Tools, Budgets, Small Business Lending, Development Of Employees
Education
University of Colorado Boulder 2004 — 2006
BA, Business Marketing
University of Northern Colorado 2002 — 2004
Undergrad, Business
Allison Ivey's CPS Insurance Services Experience May 2008 - July 2009
Job Specialist at Franklin Templeton Investments
Industry Insurance
Experience
Franklin Templeton Investments July 2000 - Present
CPS Insurance Services May 2008 - July 2009
McKesson June 1996 - July 2000
Skills
Disability Insurance, Fixed Annuities, Term Life Insurance, Retirement Planning, Underwriting, Strategic Financial..., Estate Planning, Long-term Care, Microsoft Excel, Succession Planning, Event Planning, Strategic Planning, Mutual Funds, Series 6, Life Insurance, Financial Planning
Education
American Public University System 2013 — 2017
Bachelor of Arts (BA), American History
American River College 1989 — 1991
General Education
Highlands High School 1985 — 1989
High School, General Education
Franklin Templeton Investments July 2000 - Present
CPS Insurance Services May 2008 - July 2009
McKesson June 1996 - July 2000
Skills
Disability Insurance, Fixed Annuities, Term Life Insurance, Retirement Planning, Underwriting, Strategic Financial..., Estate Planning, Long-term Care, Microsoft Excel, Succession Planning, Event Planning, Strategic Planning, Mutual Funds, Series 6, Life Insurance, Financial Planning
Education
American Public University System 2013 — 2017
Bachelor of Arts (BA), American History
American River College 1989 — 1991
General Education
Highlands High School 1985 — 1989
High School, General Education
Addison Rosenbluth Addison Rosenbluth's CPS Insurance Services Experience July 2010 - September 2012
Job Brokerage Representative at Merit Insurance Services, Inc
Industry Insurance
Experience
MERIT Insurance Services October 2012 - Present
CPS Insurance Services July 2010 - September 2012
Travelers May 2009 - September 2009
Skills
Life Insurance, Fixed Annuities, Equity Indexed Annuities, Disability Insurance, Long Term Care Insurance, Linked Benefits, Equity Indexed Life..., Brokers, Insurance, Term Life Insurance, 401k, Investments, Retirement, Portfolio Management, Long-term Care, Financial Planners, Universal Life, Underwriting, Training, Retirement Planning, Whole Life, Property & Casualty..., Employee Benefits, Health Insurance, Financial Planning
Education
Bryant University 2006 — 2010
Business Administration, Marketing, International Affairs
MERIT Insurance Services October 2012 - Present
CPS Insurance Services July 2010 - September 2012
Travelers May 2009 - September 2009
Skills
Life Insurance, Fixed Annuities, Equity Indexed Annuities, Disability Insurance, Long Term Care Insurance, Linked Benefits, Equity Indexed Life..., Brokers, Insurance, Term Life Insurance, 401k, Investments, Retirement, Portfolio Management, Long-term Care, Financial Planners, Universal Life, Underwriting, Training, Retirement Planning, Whole Life, Property & Casualty..., Employee Benefits, Health Insurance, Financial Planning
Education
Bryant University 2006 — 2010
Business Administration, Marketing, International Affairs
Courtney Croitori Courtney Croitori's CPS Insurance Services Experience September 2015 - Present
Job Art Direction, Graphic Design, Marketing
Industry Graphic Design
Experience
CPS Insurance Services September 2015 - Present
The Pacific Club Newport Beach September 2010 - Present
John Wayne Enterprises October 2014 - September 2015
Draper's and Damon's September 2009 - October 2014
St. John Knits November 2007 - November 2008
Freedom Communications Inc. August 2005 - August 2007
Skills
Illustrator, Art Direction, Meditation, Graphics, Film, Dance, Training, InDesign, Yoga, Strength Training, Graphic Design, Photography, Art, Fashion, Catalogs, Advertising, Brand Development, Marketing
Education
Art Institute of Fort Lauderdale 1997 — 2000
Bachelor's degree, Graphic Design
University of Arizona 1996 — 1997
CPS Insurance Services September 2015 - Present
The Pacific Club Newport Beach September 2010 - Present
John Wayne Enterprises October 2014 - September 2015
Draper's and Damon's September 2009 - October 2014
St. John Knits November 2007 - November 2008
Freedom Communications Inc. August 2005 - August 2007
Skills
Illustrator, Art Direction, Meditation, Graphics, Film, Dance, Training, InDesign, Yoga, Strength Training, Graphic Design, Photography, Art, Fashion, Catalogs, Advertising, Brand Development, Marketing
Education
Art Institute of Fort Lauderdale 1997 — 2000
Bachelor's degree, Graphic Design
University of Arizona 1996 — 1997
Brian Campana Brian Campana's CPS Insurance Services Experience May 2010 - August 2011
Job
Industry Chemicals
Experience
PolyPeptide Laboratories May 2012 - August 2012
PolyPeptide Laboratories May 2012 - August 2012
San Diego State University December 2011 - May 2012
San Diego State University December 2011 - May 2012
San Diego State University September 2011 - May 2012
San Diego State University September 2011 - May 2012
PolyPeptide Laboratories May 2011 - August 2011
CPS Insurance Services May 2010 - August 2011
CPS Insurance Services May 2010 - August 2010
CPS Insurance Services May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Science (BS), Chemistry
San Diego State University
Bachelor of Science, Chemistry
San Diego State University
Bachelor of Science, Chemistry
PolyPeptide Laboratories May 2012 - August 2012
PolyPeptide Laboratories May 2012 - August 2012
San Diego State University December 2011 - May 2012
San Diego State University December 2011 - May 2012
San Diego State University September 2011 - May 2012
San Diego State University September 2011 - May 2012
PolyPeptide Laboratories May 2011 - August 2011
CPS Insurance Services May 2010 - August 2011
CPS Insurance Services May 2010 - August 2010
CPS Insurance Services May 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Science (BS), Chemistry
San Diego State University
Bachelor of Science, Chemistry
San Diego State University
Bachelor of Science, Chemistry
Johnelle Walker Johnelle Walker's CPS Insurance Services Experience 2009 - 2010
Job Director of Operations, Editor
Industry Publishing
Experience
California Homes Magazine 2004 - Present
Guitar Center 2011 - 2015
CPS Insurance Services 2009 - 2010
Skills
Social Media, Public Relations, Social Media Marketing, Editing, Advertising, Copywriting, Publishing, Social Networking, Blogging, Facebook, Marketing, Marketing Strategy, Sales, Management, Content Management, Customer Service
Education
University of Southern California 2000 — 2003
Bachelor of Arts
California Homes Magazine 2004 - Present
Guitar Center 2011 - 2015
CPS Insurance Services 2009 - 2010
Skills
Social Media, Public Relations, Social Media Marketing, Editing, Advertising, Copywriting, Publishing, Social Networking, Blogging, Facebook, Marketing, Marketing Strategy, Sales, Management, Content Management, Customer Service
Education
University of Southern California 2000 — 2003
Bachelor of Arts
Eric Gerwig, CLU, ChFC Eric Gerwig, CLU, ChFC's CPS Insurance Services Experience July 2003 - May 2010
Job President at EG Homes and Insurance
Industry Insurance
Experience
EG Homes and Insurance October 2014 - Present
MCC Life Brokerage April 2013 - June 2014
Signature Insurance Group May 2010 - April 2013
CPS Insurance Services July 2003 - May 2010
Banner Life Insurance March 1999 - June 2003
Education
Salisbury University - Perdue School of Business 1996 — 1998
Bachelor of Science, Marketing Management
ADHI Real Estate
EG Homes and Insurance October 2014 - Present
MCC Life Brokerage April 2013 - June 2014
Signature Insurance Group May 2010 - April 2013
CPS Insurance Services July 2003 - May 2010
Banner Life Insurance March 1999 - June 2003
Education
Salisbury University - Perdue School of Business 1996 — 1998
Bachelor of Science, Marketing Management
ADHI Real Estate
Aileen Calzado Munoz Aileen Calzado Munoz's CPS Insurance Services Experience January 2006 - July 2011
Job Executive Assistant
Industry Financial Services
Experience
American Express October 2011 - Present
CPS Insurance Services January 2006 - July 2011
Kappa Kappa Gamma January 2005 - December 2005
Skills
Event Planning, Fundraising, Outlook, PowerPoint, Word, Microsoft Office, Customer Service, Microsoft Word, Community Outreach, Event Management
Education
University of California, Irvine 2003 — 2007
BS, Sociology, Psychology and Social Behavior
American Express October 2011 - Present
CPS Insurance Services January 2006 - July 2011
Kappa Kappa Gamma January 2005 - December 2005
Skills
Event Planning, Fundraising, Outlook, PowerPoint, Word, Microsoft Office, Customer Service, Microsoft Word, Community Outreach, Event Management
Education
University of California, Irvine 2003 — 2007
BS, Sociology, Psychology and Social Behavior
Peter Buechler CFP®, CLU, ChFC, FLMI, AAPA Peter Buechler CFP®, CLU, ChFC, FLMI, AAPA's CPS Insurance Services Experience March 2000 - April 2008
Job Owner at Cohesive Insurance Services
Industry Financial Services
Experience
Cohesive Insurance Services March 2010 - Present
NAIFA-California June 2015 - Present
BGAgents Insurance Services September 2010 - August 2013
Advanced Planning Services March 2009 - January 2010
Genworth Financial April 2008 - January 2009
CPS Insurance Services March 2000 - April 2008
National Association of Insurance and Financial Advisors 2007 - 2008
Promark Financial January 1998 - March 2000
Promark Financial January 1993 - January 1998
Skills
Annuities, Insurance, Disability Insurance, Financial Advisory, Long Term Care, Annuity, Fixed Annuities, Protection, Estate Planning, Retirement Planning, Financial Planning, Retirement, Term Life Insurance, Benefits, Risk, Long-term Care, Employee Benefits, Banking, Universal Life, Wealth Accumulation, Whole Life, Life Insurance, IRAs, Strategic Financial..., Financial Planners, Financial Risk, Wealth, 401k, Small Business, Sales, Financial Services, Long Term Care Insurance, Variable Annuities, Business Planning, Brokers, Leadership, Critical Illness, Roth IRA, Series 63, Wealth Management, Personal Finance, Series 7, Investment Advisory, Finance, Health Insurance, Underwriting, Pensions, Investments, Investment Strategies, 401k Rollovers
Education
California State University-Fullerton 1996 — 1999
Bachelor of Arts, Business Management
Mater Dei High School, Santa Ana, CA
Cohesive Insurance Services March 2010 - Present
NAIFA-California June 2015 - Present
BGAgents Insurance Services September 2010 - August 2013
Advanced Planning Services March 2009 - January 2010
Genworth Financial April 2008 - January 2009
CPS Insurance Services March 2000 - April 2008
National Association of Insurance and Financial Advisors 2007 - 2008
Promark Financial January 1998 - March 2000
Promark Financial January 1993 - January 1998
Skills
Annuities, Insurance, Disability Insurance, Financial Advisory, Long Term Care, Annuity, Fixed Annuities, Protection, Estate Planning, Retirement Planning, Financial Planning, Retirement, Term Life Insurance, Benefits, Risk, Long-term Care, Employee Benefits, Banking, Universal Life, Wealth Accumulation, Whole Life, Life Insurance, IRAs, Strategic Financial..., Financial Planners, Financial Risk, Wealth, 401k, Small Business, Sales, Financial Services, Long Term Care Insurance, Variable Annuities, Business Planning, Brokers, Leadership, Critical Illness, Roth IRA, Series 63, Wealth Management, Personal Finance, Series 7, Investment Advisory, Finance, Health Insurance, Underwriting, Pensions, Investments, Investment Strategies, 401k Rollovers
Education
California State University-Fullerton 1996 — 1999
Bachelor of Arts, Business Management
Mater Dei High School, Santa Ana, CA
Brandi Lomeli's CPS Insurance Services Experience September 2005 - December 2006
Job BSN, RN, PHN
Industry Medical Practice
Experience
MemorialCare Health System January 2013 - Present
Young Adult Author February 2007 - March 2011
CPS Insurance Services September 2005 - December 2006
Pacific Life July 2003 - July 2005
Skills
Insurance, Customer Service, Term Life Insurance, Outlook, Event Planning, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Social Media, Marketing, Copy Editing, Nursing Care
Education
Concordia University Irvine 2011 — 2012
Bachelor of Science, Nursing
Chapman University 2002 — 2003
Film and Television
Hawaii Pacific University 1999 — 2002
Bachelor of Science in Business Administration, Corporate Communications
MemorialCare Health System January 2013 - Present
Young Adult Author February 2007 - March 2011
CPS Insurance Services September 2005 - December 2006
Pacific Life July 2003 - July 2005
Skills
Insurance, Customer Service, Term Life Insurance, Outlook, Event Planning, Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Social Media, Marketing, Copy Editing, Nursing Care
Education
Concordia University Irvine 2011 — 2012
Bachelor of Science, Nursing
Chapman University 2002 — 2003
Film and Television
Hawaii Pacific University 1999 — 2002
Bachelor of Science in Business Administration, Corporate Communications
Rose Clayton Rose Clayton's CPS Insurance Services Experience August 2005 - August 2008
Job Long Term Care Insurance Specialist at LTC Consumer
Industry Insurance
Experience
LTC Consumer January 2014 - Present
LTC Connects August 2009 - Present
CPS Insurance Services August 2005 - August 2008
GE Financial / GE Capital Assurance January 2002 - July 2005
Skills
Fixed Annuities, Long-term Care, Insurance
Education
Miami Dade College
LTC Consumer January 2014 - Present
LTC Connects August 2009 - Present
CPS Insurance Services August 2005 - August 2008
GE Financial / GE Capital Assurance January 2002 - July 2005
Skills
Fixed Annuities, Long-term Care, Insurance
Education
Miami Dade College
Zoe Acton Zoe Acton's CPS Insurance Services Experience March 2013 - Present
Job Annuities Sales Agent at CPS Insurance Services
Industry Insurance
Experience
CPS Insurance Services March 2013 - Present
Annuity Wholesale USA January 2008 - February 2011
Life Partners March 2005 - January 2007
Annuity World February 2003 - February 2004
Life Annuity & DI INC January 2002 - January 2003
Skills
Annuities, Life Marketing, Income Protection, Underwriting, Advanced Planning, Insurance, Insurance Services, Annuity
Education
University of California, Los Angeles 2001 — 2005
Bachelor's degree, Accounting and Business/Management
CPS Insurance Services March 2013 - Present
Annuity Wholesale USA January 2008 - February 2011
Life Partners March 2005 - January 2007
Annuity World February 2003 - February 2004
Life Annuity & DI INC January 2002 - January 2003
Skills
Annuities, Life Marketing, Income Protection, Underwriting, Advanced Planning, Insurance, Insurance Services, Annuity
Education
University of California, Los Angeles 2001 — 2005
Bachelor's degree, Accounting and Business/Management
Paul Sanfilippo Paul Sanfilippo's CPS Insurance Services Experience February 2010 - December 2010
Job National Sales Director at DataRaptor Technologies Inc
Industry Insurance
Experience
DataRaptor Technologies Inc May 2014 - Present
Pinney Insurance Center, Inc January 2011 - May 2014
CPS Insurance Services February 2010 - December 2010
Crump Insurance June 2004 - October 2009
Ameritas Investment Corp February 2000 - June 2004
Ameriquest Capital Group July 2003 - April 2004
Foresters September 2001 - April 2003
Fleet Bank December 2000 - August 2001
Morgan Stanley Smith Barney December 1999 - January 2001
MetLife Financial Services June 1998 - February 1999
Skills
Business Planning, Financial Planning, Settlement, Retirement Planning, Estate Planning, Wealth Management, Business Strategy, Retirement Income..., Retirement, New Business Development, Marketing Strategy, Insurance, Wealth, Saving for Education, Insurance Planning, Asset Allocation, Asset Management, Market Research, Competitive Analysis, Financial Advice, Inheritance Tax Planning, Strategy Development, Charitable Giving, Risk Management, Long Term Care, Annuities, Disability Insurance, Succession Planning, Term Life Insurance, Underwriting, IRA's, Direct Marketing, Business Process..., Fixed Annuities, Financial Planners, Long-term Care, Social Media Marketing, Strategic Financial..., IRAs, Health Insurance, Wealth Accumulation, Financial Advisory, Life Insurance, Universal Life, 401k, Whole Life, Employee Benefits, Brokers, Long Term Care Insurance, Small Business
Education
Santa Monica College 1996 — 1997
General Ed, Pre Med
MiraCosta College 1993 — 1996
General Ed, Psychology
Palomar College 1992 — 1994
General Ed, Education
LIU Post 1991 — 1992
General Ed, Education
DataRaptor Technologies Inc May 2014 - Present
Pinney Insurance Center, Inc January 2011 - May 2014
CPS Insurance Services February 2010 - December 2010
Crump Insurance June 2004 - October 2009
Ameritas Investment Corp February 2000 - June 2004
Ameriquest Capital Group July 2003 - April 2004
Foresters September 2001 - April 2003
Fleet Bank December 2000 - August 2001
Morgan Stanley Smith Barney December 1999 - January 2001
MetLife Financial Services June 1998 - February 1999
Skills
Business Planning, Financial Planning, Settlement, Retirement Planning, Estate Planning, Wealth Management, Business Strategy, Retirement Income..., Retirement, New Business Development, Marketing Strategy, Insurance, Wealth, Saving for Education, Insurance Planning, Asset Allocation, Asset Management, Market Research, Competitive Analysis, Financial Advice, Inheritance Tax Planning, Strategy Development, Charitable Giving, Risk Management, Long Term Care, Annuities, Disability Insurance, Succession Planning, Term Life Insurance, Underwriting, IRA's, Direct Marketing, Business Process..., Fixed Annuities, Financial Planners, Long-term Care, Social Media Marketing, Strategic Financial..., IRAs, Health Insurance, Wealth Accumulation, Financial Advisory, Life Insurance, Universal Life, 401k, Whole Life, Employee Benefits, Brokers, Long Term Care Insurance, Small Business
Education
Santa Monica College 1996 — 1997
General Ed, Pre Med
MiraCosta College 1993 — 1996
General Ed, Psychology
Palomar College 1992 — 1994
General Ed, Education
LIU Post 1991 — 1992
General Ed, Education
Eric Neilsen, AAPA Eric Neilsen, AAPA's CPS Insurance Services Experience May 2005 - November 2013
Job Annuity Marketing Consultant / Email Encryption Referral Specialist
Industry Financial Services
Experience
Identillect Technologies August 2015 - Present
WealthVest January 2015 - Present
CPS Insurance Services May 2005 - November 2013
James Hardie Building Products March 2003 - April 2005
Skills
Fixed Annuities, Customer Service, Insurance, Life Insurance, Employee Benefits, Health Insurance, Retirement Planning, Sales, Long-term Care, Brokers, Finance, Training, Small Business, Workers Compensation, Strategic Financial..., Disability Insurance, Term Life Insurance, Mutual Funds, Management, 401k, Retirement, Marketing Strategy, Asset Allocation, Series 63, Series 6, Underwriting, Financial Planning, Retirement Income..., Sales Management, Equity Indexed Annuities, Product Marketing, Indexed Annuities, CRM Databases
Education
Radford University 1998 — 2002
Bachelor of Science (B.S.), Communication
Radford University 1998 — 2002
Bachelor of Science (B.S.), Speech Communications
Identillect Technologies August 2015 - Present
WealthVest January 2015 - Present
CPS Insurance Services May 2005 - November 2013
James Hardie Building Products March 2003 - April 2005
Skills
Fixed Annuities, Customer Service, Insurance, Life Insurance, Employee Benefits, Health Insurance, Retirement Planning, Sales, Long-term Care, Brokers, Finance, Training, Small Business, Workers Compensation, Strategic Financial..., Disability Insurance, Term Life Insurance, Mutual Funds, Management, 401k, Retirement, Marketing Strategy, Asset Allocation, Series 63, Series 6, Underwriting, Financial Planning, Retirement Income..., Sales Management, Equity Indexed Annuities, Product Marketing, Indexed Annuities, CRM Databases
Education
Radford University 1998 — 2002
Bachelor of Science (B.S.), Communication
Radford University 1998 — 2002
Bachelor of Science (B.S.), Speech Communications
Haydee Barajas Haydee Barajas's CPS Insurance Services Experience November 2011 - Present
Job Internal Sales Associate Annuities at CPS Insurance Services
Industry Insurance
Experience
CPS Insurance Services November 2011 - Present
Skills
Insurance, Life Insurance, Underwriting, Disability Insurance, Term Life Insurance, Fixed Annuities, Brokers, Long-term Care, Property & Casualty..., Retirement Planning, Customer Service, Retirement, Strategic Financial..., Whole Life, Sales
Education
California State University-Fullerton 2010 — 2014
CPS Insurance Services November 2011 - Present
Skills
Insurance, Life Insurance, Underwriting, Disability Insurance, Term Life Insurance, Fixed Annuities, Brokers, Long-term Care, Property & Casualty..., Retirement Planning, Customer Service, Retirement, Strategic Financial..., Whole Life, Sales
Education
California State University-Fullerton 2010 — 2014
Jennifer Beebe Jennifer Beebe's CPS Insurance Services Experience September 2005 - May 2007
Job Manager, IT Asset Management and Contracts at BCBSNC
Industry Information Services
Experience
BCBSNC December 2013 - Present
Aviat Networks (formerly Harris Stratex Networks) September 2009 - December 2013
Harris Stratex Networks June 2007 - September 2009
CPS Insurance Services September 2005 - May 2007
Tax and Financial Group October 2004 - May 2005
Skills
Wireless, Telecommunications, Product Management, Program Management, Cross-functional Team..., Product Marketing, VoIP, Strategic Planning, Project Management, IP, Microsoft Excel, Process Improvement, Customer Service, Competitive Analysis, Marketing, Product Development, Solution Selling, WiMAX
Education
North Carolina State University - College of Management 2010 — 2012
Master of Business Administration (MBA), Supply Chain Management and Marketing Management
California State University-Fullerton - College of Business and Economics 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, Finance
BCBSNC December 2013 - Present
Aviat Networks (formerly Harris Stratex Networks) September 2009 - December 2013
Harris Stratex Networks June 2007 - September 2009
CPS Insurance Services September 2005 - May 2007
Tax and Financial Group October 2004 - May 2005
Skills
Wireless, Telecommunications, Product Management, Program Management, Cross-functional Team..., Product Marketing, VoIP, Strategic Planning, Project Management, IP, Microsoft Excel, Process Improvement, Customer Service, Competitive Analysis, Marketing, Product Development, Solution Selling, WiMAX
Education
North Carolina State University - College of Management 2010 — 2012
Master of Business Administration (MBA), Supply Chain Management and Marketing Management
California State University-Fullerton - College of Business and Economics 2000 — 2004
Bachelor of Arts (B.A.), Business Administration and Management, Finance
Melissa Louie's CPS Insurance Services Experience September 2006 - September 2008
Job Office Assistant at City of Newport Beach
Industry Recreational Facilities and Services
Experience
City of Newport Beach May 2012 - Present
Chemical Engineering Partners September 2008 - April 2012
Master Plans Events & Designs February 2011 - February 2012
CPS Insurance Services September 2006 - September 2008
Skills
Event Planning, Social Media, Microsoft Office, Research, Event Management, PowerPoint, Microsoft Word, Outlook, Microsoft Excel, Community Outreach, Marketing, Customer Service, Budgets, Marketing Strategy
Education
University of California, Irvine 2000 — 2004
Bachelor of Arts (B.A.), Sociology
Cal State Fullerton 2011 — 2011
City of Newport Beach May 2012 - Present
Chemical Engineering Partners September 2008 - April 2012
Master Plans Events & Designs February 2011 - February 2012
CPS Insurance Services September 2006 - September 2008
Skills
Event Planning, Social Media, Microsoft Office, Research, Event Management, PowerPoint, Microsoft Word, Outlook, Microsoft Excel, Community Outreach, Marketing, Customer Service, Budgets, Marketing Strategy
Education
University of California, Irvine 2000 — 2004
Bachelor of Arts (B.A.), Sociology
Cal State Fullerton 2011 — 2011
Rachel Davila's CPS Insurance Services Experience June 2007 - October 2008
Job Lead Generation Specialist at Rackspace Hosting
Industry Internet
Experience
Rackspace Hosting June 2010 - January 2012
CPS Insurance Services June 2007 - October 2008
Education
Concordia University Irvine 2005 — 2007
BA, Business/Marketing
Rackspace Hosting June 2010 - January 2012
CPS Insurance Services June 2007 - October 2008
Education
Concordia University Irvine 2005 — 2007
BA, Business/Marketing
Stacey Dolden's CPS Insurance Services Experience June 2004 - March 2006
Job Vice President, Human Resources
Industry Consumer Goods
Experience
SCS Engineers July 2014 - Present
Roll Global July 2010 - July 2014
Menemsha Development Group, Inc. June 2009 - July 2010
Hospitality Focused Solutions, Inc. March 2006 - June 2009
CPS Insurance Services June 2004 - March 2006
Los Angeles Times April 2002 - February 2004
City of Los Angeles September 2001 - April 2002
Skills
Talent Management, Performance Management, Human Resources, Employee Relations, Talent Acquisition, Recruiting, HRIS, Organizational..., Personnel Management, Employee Benefits, Workforce Planning, Strategy, Leadership, Employee Training, Management, Hiring
Education
California State University-Long Beach 1999 — 2001
•Master of Arts, Industrial/Organizational Psychology
California State University-Dominguez Hills
•Bachelor of Arts, Psychology
SCS Engineers July 2014 - Present
Roll Global July 2010 - July 2014
Menemsha Development Group, Inc. June 2009 - July 2010
Hospitality Focused Solutions, Inc. March 2006 - June 2009
CPS Insurance Services June 2004 - March 2006
Los Angeles Times April 2002 - February 2004
City of Los Angeles September 2001 - April 2002
Skills
Talent Management, Performance Management, Human Resources, Employee Relations, Talent Acquisition, Recruiting, HRIS, Organizational..., Personnel Management, Employee Benefits, Workforce Planning, Strategy, Leadership, Employee Training, Management, Hiring
Education
California State University-Long Beach 1999 — 2001
•Master of Arts, Industrial/Organizational Psychology
California State University-Dominguez Hills
•Bachelor of Arts, Psychology
Brett Ritter's CPS Insurance Services Experience Life Sales and MarketingCPS Advantage2007 - 2007
Job Life & DI Sales and Marketing Associate at CPS Insurance Services
Industry Insurance
Experience
CPS Insurance Services Life Sales and MarketingCPS Advantage2007 - 2007
Northwestern Mutual 2006 - 2007
Education
Nebraska Wesleyan University 2000 — 2004
BA, International Business Finance/Japanese
CPS Insurance Services Life Sales and MarketingCPS Advantage2007 - 2007
Northwestern Mutual 2006 - 2007
Education
Nebraska Wesleyan University 2000 — 2004
BA, International Business Finance/Japanese
Hannie Peng's CPS Insurance Services Experience July 2007 - February 2010
Job at
Industry Insurance
Experience
DiscFarm March 2010 - Present
CPS Insurance Services July 2007 - February 2010
Mulberry Child Care and Preschool September 2004 - October 2006
Banana Republic July 2002 - November 2003
Education
University of California, Irvine 1999 — 2004
BA, Social Ecology; Education
DiscFarm March 2010 - Present
CPS Insurance Services July 2007 - February 2010
Mulberry Child Care and Preschool September 2004 - October 2006
Banana Republic July 2002 - November 2003
Education
University of California, Irvine 1999 — 2004
BA, Social Ecology; Education
Anastasia Tan's CPS Insurance Services Experience May 2008 - April 2009
Job Staff Accountant at Friendly Franchisees Corporation
Industry Financial Services
Experience
Friendly Franchisees Corporation June 2009 - August 2013
CPS Insurance Services May 2008 - April 2009
Acoustic Home Loans July 2005 - June 2006
Lenders Direct Capital Corporation October 2003 - May 2005
Skills
Auditing, Due Diligence, Budgets, Food & Beverage, Financial Analysis, Inventory Management, Life Insurance, Loans, Microsoft Excel, Microsoft Office, Mortgage Lending, Microsoft Word, Program Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2008
Bachelor, Finance
Friendly Franchisees Corporation June 2009 - August 2013
CPS Insurance Services May 2008 - April 2009
Acoustic Home Loans July 2005 - June 2006
Lenders Direct Capital Corporation October 2003 - May 2005
Skills
Auditing, Due Diligence, Budgets, Food & Beverage, Financial Analysis, Inventory Management, Life Insurance, Loans, Microsoft Excel, Microsoft Office, Mortgage Lending, Microsoft Word, Program Management
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2004 — 2008
Bachelor, Finance
Trena McWilliams's CPS Insurance Services Experience February 2011 - July 2013
Job Enrollment Coordinator
Industry Education Management
Experience
Higher Education division of John Wiley and Sons February 2014 - Present
CPS Insurance Services February 2011 - July 2013
Medivest December 2009 - January 2011
Tews Company September 2009 - May 2010
Mark Gall Photography, Inc. May 2008 - September 2009
Cystic Fibrosis Foundation January 2008 - May 2008
Skills
Insurance, Employee Benefits, Customer Service, Microsoft Excel, Microsoft Office, Long-term Care, Workers Compensation, Fixed Annuities, Microsoft Word, Term Life Insurance, Outlook, Life Insurance
Education
University of Central Florida 2006 — 2009
B.A., Political Science: International Relations/Comparative Politics
American Community School 2000 — 2003
Higher Education division of John Wiley and Sons February 2014 - Present
CPS Insurance Services February 2011 - July 2013
Medivest December 2009 - January 2011
Tews Company September 2009 - May 2010
Mark Gall Photography, Inc. May 2008 - September 2009
Cystic Fibrosis Foundation January 2008 - May 2008
Skills
Insurance, Employee Benefits, Customer Service, Microsoft Excel, Microsoft Office, Long-term Care, Workers Compensation, Fixed Annuities, Microsoft Word, Term Life Insurance, Outlook, Life Insurance
Education
University of Central Florida 2006 — 2009
B.A., Political Science: International Relations/Comparative Politics
American Community School 2000 — 2003
Moneeza Mirza's CPS Insurance Services Experience 2009 - Present
Job Accountant at CPS Insurance Services
Industry Accounting
Experience
CPS Insurance Services 2009 - Present
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Accounting
CPS Insurance Services 2009 - Present
Skills
Microsoft Office, Excel, Customer Service, Word, Customer Relations
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Accounting
HELEN LUU's CPS Insurance Services Experience April 2008 - Present
Job Life Case Manager at CPS Insurance Services
Industry Insurance
Experience
CPS Insurance Services April 2008 - Present
Pacific Life June 2001 - April 2008
Skills
Fixed Annuities
Education
University of Phoenix 2004 — 2008
BA, Business Management
University of Southern California
CPS Insurance Services April 2008 - Present
Pacific Life June 2001 - April 2008
Skills
Fixed Annuities
Education
University of Phoenix 2004 — 2008
BA, Business Management
University of Southern California
Douglas Huls, CLU, RHU, ChFC's CPS Insurance Services Experience October 2008 - January 2010
Job Owner/CEM at Heart of America Insurance Partners, LLC
Industry Insurance
Experience
Heart of America Insurance Partners, LLC/Insurance Designers January 2010 - Present
CPS Insurance Services October 2008 - January 2010
The ASA Group January 2008 - October 2008
Empire Geneneral Life/Protective Life January 1994 - April 2007
Skills
Term Life Insurance, Life Insurance, Fixed Annuities, Insurance, Health Insurance, Disability Insurance, Employee Benefits, Long-term Care, Critical Illness, Estate Planning, Long Term Care Insurance, Retirement, Retirement Planning, Underwriting, Universal Life, Whole Life, Brokers
Education
University of Nebraska-Lincoln
Heart of America Insurance Partners, LLC/Insurance Designers January 2010 - Present
CPS Insurance Services October 2008 - January 2010
The ASA Group January 2008 - October 2008
Empire Geneneral Life/Protective Life January 1994 - April 2007
Skills
Term Life Insurance, Life Insurance, Fixed Annuities, Insurance, Health Insurance, Disability Insurance, Employee Benefits, Long-term Care, Critical Illness, Estate Planning, Long Term Care Insurance, Retirement, Retirement Planning, Underwriting, Universal Life, Whole Life, Brokers
Education
University of Nebraska-Lincoln
Michael Do, FLMI, PCS, AFSI, AIAA, AIRC, ARA's CPS Insurance Services Experience
Job
Industry Insurance
Experience
CPS Insurance Services
Skills
Life Insurance, Underwriting, Employee Benefits, Customer Service, Universal Life, Microsoft Excel, Brokers, Process Improvement, Marketing, LOMA coursework
Education
Oklahoma Panhandle State University 1997 — 2001
CPS Insurance Services
Skills
Life Insurance, Underwriting, Employee Benefits, Customer Service, Universal Life, Microsoft Excel, Brokers, Process Improvement, Marketing, LOMA coursework
Education
Oklahoma Panhandle State University 1997 — 2001
Dan Slazyk's CPS Insurance Services Experience April 2007 - December 2010
Job Senior Account Manager Associate at Prudential Financial
Industry Insurance
Experience
Prudential Financial March 2013 - Present
CPS Insurance Services April 2007 - December 2010
Pacific Life November 1993 - March 2007
Skills
Fixed Annuities, Long-term Care, Mutual Funds, Series 63, Life & Health Insurance..., Strategic Financial..., Whole Life, Wealth Management, Financial Services, Sales, Customer Service, Microsoft Excel, Universal Life, Financial Planners, Microsoft Office, Finance, Financial Advisory, Team Building, Employee Benefits, Investments, Workers Compensation, Estate Planning, Marketing, Health Insurance, Property & Casualty..., Underwriting, Commercial Insurance, General Insurance
Education
Riverside Community College 1993 — 1995
CLU Designation in Progress, 5 of 8 courses completed
United States Navy 1989 — 1993
Prudential Financial March 2013 - Present
CPS Insurance Services April 2007 - December 2010
Pacific Life November 1993 - March 2007
Skills
Fixed Annuities, Long-term Care, Mutual Funds, Series 63, Life & Health Insurance..., Strategic Financial..., Whole Life, Wealth Management, Financial Services, Sales, Customer Service, Microsoft Excel, Universal Life, Financial Planners, Microsoft Office, Finance, Financial Advisory, Team Building, Employee Benefits, Investments, Workers Compensation, Estate Planning, Marketing, Health Insurance, Property & Casualty..., Underwriting, Commercial Insurance, General Insurance
Education
Riverside Community College 1993 — 1995
CLU Designation in Progress, 5 of 8 courses completed
United States Navy 1989 — 1993