Envoy Financial
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19 Envoy Financial employees in database. Find out everything there's to know about Envoy Financial employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Envoy Financial Employees
Employee
Years
Job
Industry
Lori Rebisch Lori Rebisch's Envoy Financial Experience November 2011 - December 2011
Job Web/Graphics/Video Professional
Industry Graphic Design
Experience
Home April 2014 - Present
Confidential November 2010 - Present
LR Digital Designs January 2008 - Present
Coyhis Consulting and Associates January 2013 - April 2014
White Bison October 2012 - April 2014
SEO Sub-Contractor June 2012 - November 2012
Kammen Architeture and Graphics August 2012 - August 2012
Envoy Financial November 2011 - December 2011
Catamount Studios October 2010 - December 2010
Home Solutions Handyman April 2002 - October 2010
Skills
Dreamweaver, Flash, Photoshop, PowerPoint, InDesign, After Effects, Visio, Access, Final Cut Pro, Microsoft Excel, Wordpress, Adobe Creative Suite, Web Design, Adobe Acrobat, Graphic Design, HTML, CSS, Illustrator, Microsoft Office, Layout, Editing, Social Media, Email Marketing, Advertising, Business Cards, Art Direction, Premiere, Corporate Identity, Digital Photography, SEO, Logo Design, Brochures, Posters, Image Manipulation, Typography, Video Editing, Marketing, PHP, Digital Illustration, Flash Animation, Graphics, Illustration, Photography, WordPress, Creative Direction, QuarkXPress, Vector Illustration, Video, Web Development, Mac
Education
Colorado Technical University 2010 — 2012
Bachelor's degree, Digital Communication and Media/Multimedia, 3.9
Pikes Peak Community College 2008 — 2010
Associates, Multi-Graphic Design
Milwaukee Area Technical College 1993 — 1995
AAS, Administrative Assistant
Home April 2014 - Present
Confidential November 2010 - Present
LR Digital Designs January 2008 - Present
Coyhis Consulting and Associates January 2013 - April 2014
White Bison October 2012 - April 2014
SEO Sub-Contractor June 2012 - November 2012
Kammen Architeture and Graphics August 2012 - August 2012
Envoy Financial November 2011 - December 2011
Catamount Studios October 2010 - December 2010
Home Solutions Handyman April 2002 - October 2010
Skills
Dreamweaver, Flash, Photoshop, PowerPoint, InDesign, After Effects, Visio, Access, Final Cut Pro, Microsoft Excel, Wordpress, Adobe Creative Suite, Web Design, Adobe Acrobat, Graphic Design, HTML, CSS, Illustrator, Microsoft Office, Layout, Editing, Social Media, Email Marketing, Advertising, Business Cards, Art Direction, Premiere, Corporate Identity, Digital Photography, SEO, Logo Design, Brochures, Posters, Image Manipulation, Typography, Video Editing, Marketing, PHP, Digital Illustration, Flash Animation, Graphics, Illustration, Photography, WordPress, Creative Direction, QuarkXPress, Vector Illustration, Video, Web Development, Mac
Education
Colorado Technical University 2010 — 2012
Bachelor's degree, Digital Communication and Media/Multimedia, 3.9
Pikes Peak Community College 2008 — 2010
Associates, Multi-Graphic Design
Milwaukee Area Technical College 1993 — 1995
AAS, Administrative Assistant
Tim Struck's Envoy Financial Experience July 2015 - Present
Job Director of Retirement Plan Consulting at Envoy Financial
Industry Financial Services
Experience
Envoy Financial July 2015 - Present
Alliance Benefit Group North Central States, Inc. January 2003 - July 2015
Alliance Benefit Group North Central States, Inc. January 2001 - January 2003
Alliance Benefit Group January 1994 - January 2001
Independent Service Company, Inc October 1992 - August 1995
INDEPENDENT SERVICE COMPANY January 1992 - January 1994
Skills
Retirement, 401k, Investment Advisory, Administration, Pensions, Employee Benefits
Education
Southwestern Company Sales School & Training 1988 — 2000
College for Financial Planning 1999 — 1999
Chartered Retirement Plan Specialist (CRPS), Financial
Bemidji State University 1987 — 1992
Business Administration, Finance
ALHS 1984 — 1987
Envoy Financial July 2015 - Present
Alliance Benefit Group North Central States, Inc. January 2003 - July 2015
Alliance Benefit Group North Central States, Inc. January 2001 - January 2003
Alliance Benefit Group January 1994 - January 2001
Independent Service Company, Inc October 1992 - August 1995
INDEPENDENT SERVICE COMPANY January 1992 - January 1994
Skills
Retirement, 401k, Investment Advisory, Administration, Pensions, Employee Benefits
Education
Southwestern Company Sales School & Training 1988 — 2000
College for Financial Planning 1999 — 1999
Chartered Retirement Plan Specialist (CRPS), Financial
Bemidji State University 1987 — 1992
Business Administration, Finance
ALHS 1984 — 1987
Kevin D. Klaas Kevin D. Klaas's Envoy Financial Experience 2005 - 2006
Job Founder: Monarch Solutions Inc. (estate planning and household risk management) www.MonarchSolutionsInc.com
Industry Insurance
Experience
Monarch Solutions, Inc. February 2010 - Present
Reserve National Health Insurance Co. 2006 - February 2010
Reserve National Regional Manager 2006 - 2007
Envoy Financial 2005 - 2006
Skills
Leadership, Visioneering, Community Relations, Medicare, Long Term Care Insurance, Disability Insurance, Health Insurance, Long-term Care, Insurance, Life Insurance, Small Business, Estate Planning, Community Development, Brokers, Investments, Retirement, Term Life Insurance, Finance, Financial Advisory, Financial Services, Investment Advisory, Securities, Wealth Management
Education
Judson University 1998 — 2002
Business Management with Focus in Finance, Finance
Christian Life Highschool, Rockford, IL 1995 — 1998
Bachelor of Business Finance, Business Administration, Management and Operations
Monarch Solutions, Inc. February 2010 - Present
Reserve National Health Insurance Co. 2006 - February 2010
Reserve National Regional Manager 2006 - 2007
Envoy Financial 2005 - 2006
Skills
Leadership, Visioneering, Community Relations, Medicare, Long Term Care Insurance, Disability Insurance, Health Insurance, Long-term Care, Insurance, Life Insurance, Small Business, Estate Planning, Community Development, Brokers, Investments, Retirement, Term Life Insurance, Finance, Financial Advisory, Financial Services, Investment Advisory, Securities, Wealth Management
Education
Judson University 1998 — 2002
Business Management with Focus in Finance, Finance
Christian Life Highschool, Rockford, IL 1995 — 1998
Bachelor of Business Finance, Business Administration, Management and Operations
Bruce Bruinsma Bruce Bruinsma's Envoy Financial Experience January 1991 - Present
Job Retirement Plan Expert | Future Funded Ministry Champion | Business as Missions/Business as Ministry serial entrepreneur
Industry Financial Services
Experience
Envoy Financial January 1991 - Present
SRG Joint Venture 2007 - 2013
Boise Cascade July 1967 - June 1972
Ford Motor Company July 1965 - July 1967
Skills
Retirement, Retirement Planning, Investment Advisory, Pensions, Fixed Annuities, Mutual Funds, Investments, Series 7, Estate Planning, Wealth Management, Strategic Financial..., Securities, Portfolio Management, Long-term Care, Finance, Wealth, Investment Management, Leadership Development, Business Strategy, Retirement Plan..., Business Planning, 401k, Asset Allocation, Asset Management, Charities, Equities, Executive Management, Management, Strategic Planning, Financial Services, Financial Advisory, Investment Strategies, Series 63, Wealth Accumulation, FINRA, Nonprofits, Series 24, Non-profit Board..., Qualified Retirement..., Non-profit..., Series 65, IRAs, Financial Planning, Risk Management, Public Speaking
Education
University of California, Berkeley - Walter A. Haas School of Business 1963 — 1965
Master of Business Administration (M.B.A.), Marketing
The Ohio State University 1960 — 1963
Bachelor of Arts (B.A.), History, minor business
Southern Illinois University High School 1956 — 1959
HS, GRowing up
Envoy Financial January 1991 - Present
SRG Joint Venture 2007 - 2013
Boise Cascade July 1967 - June 1972
Ford Motor Company July 1965 - July 1967
Skills
Retirement, Retirement Planning, Investment Advisory, Pensions, Fixed Annuities, Mutual Funds, Investments, Series 7, Estate Planning, Wealth Management, Strategic Financial..., Securities, Portfolio Management, Long-term Care, Finance, Wealth, Investment Management, Leadership Development, Business Strategy, Retirement Plan..., Business Planning, 401k, Asset Allocation, Asset Management, Charities, Equities, Executive Management, Management, Strategic Planning, Financial Services, Financial Advisory, Investment Strategies, Series 63, Wealth Accumulation, FINRA, Nonprofits, Series 24, Non-profit Board..., Qualified Retirement..., Non-profit..., Series 65, IRAs, Financial Planning, Risk Management, Public Speaking
Education
University of California, Berkeley - Walter A. Haas School of Business 1963 — 1965
Master of Business Administration (M.B.A.), Marketing
The Ohio State University 1960 — 1963
Bachelor of Arts (B.A.), History, minor business
Southern Illinois University High School 1956 — 1959
HS, GRowing up
Timothy Cassibry, PMP Timothy Cassibry, PMP's Envoy Financial Experience April 2015 - Present
Job Director of Technology at Envoy Financial
Industry Information Technology and Services
Experience
Envoy Financial April 2015 - Present
Harris Corporation July 2013 - April 2015
Colorado Springs Public Safety Sales Tax Oversight Committee August 2009 - February 2014
Homeland Security Careers January 2012 - June 2013
Camber Corporation May 2012 - August 2012
IZ Technologies January 2012 - May 2012
US Army Space and Missile Defense Command, 1st Space Brigade May 2008 - August 2011
392d Signal Battalion, Baltimore, MD May 2006 - May 2008
US Army Signal Center October 2002 - May 2006
87th Training Support Division (US Army Reserve) September 1999 - September 2002
Skills
Program Management, Strategic Planning, Change Management, Leadership Development, Training & Development, Team Building, Fundraising, New Business Development, Management Consulting, Contract Management, Strategic Consulting, PMP, Human Resources, Department Budgeting, Educational Leadership, Project Management, Employee Training, Military, Security Clearance, Military Operations, Army, Emergency Management, Homeland Security, DoD, Defense, Command, Intelligence, Government, Operational Planning, Leadership, National Security, Analysis, Information Assurance, Policy, Proposal Writing, Project Planning, Training, Military Experience, Top Secret
Education
Mississippi State University 1997 — 1999
MS, Technology Education
US Army War College 2008 — 2010
Master of Science, Strategic Studies
University of South Alabama
BA, Psychology
Waynesville High School
Envoy Financial April 2015 - Present
Harris Corporation July 2013 - April 2015
Colorado Springs Public Safety Sales Tax Oversight Committee August 2009 - February 2014
Homeland Security Careers January 2012 - June 2013
Camber Corporation May 2012 - August 2012
IZ Technologies January 2012 - May 2012
US Army Space and Missile Defense Command, 1st Space Brigade May 2008 - August 2011
392d Signal Battalion, Baltimore, MD May 2006 - May 2008
US Army Signal Center October 2002 - May 2006
87th Training Support Division (US Army Reserve) September 1999 - September 2002
Skills
Program Management, Strategic Planning, Change Management, Leadership Development, Training & Development, Team Building, Fundraising, New Business Development, Management Consulting, Contract Management, Strategic Consulting, PMP, Human Resources, Department Budgeting, Educational Leadership, Project Management, Employee Training, Military, Security Clearance, Military Operations, Army, Emergency Management, Homeland Security, DoD, Defense, Command, Intelligence, Government, Operational Planning, Leadership, National Security, Analysis, Information Assurance, Policy, Proposal Writing, Project Planning, Training, Military Experience, Top Secret
Education
Mississippi State University 1997 — 1999
MS, Technology Education
US Army War College 2008 — 2010
Master of Science, Strategic Studies
University of South Alabama
BA, Psychology
Waynesville High School
Alyssa Bone Alyssa Bone's Envoy Financial Experience April 2013 - Present
Job Communications Administrator at Envoy Financial
Industry Financial Services
Experience
Envoy Financial April 2013 - Present
Ktech Corporation February 2009 - January 2012
Skills
Editing, Social Networking, Social Media, Marketing, Nonprofits, Public Speaking, Internal Communications, Leadership, Strategic Communications, Online Marketing, System Administration, Community Outreach, Strategic Planning, Newsletters, Writing, Microsoft Office
Education
Northeastern University 2012 — 2014
Masters of Science in Technical Communications
Maryville University of Saint Louis
Bachelor of Arts in Graphic Design
Envoy Financial April 2013 - Present
Ktech Corporation February 2009 - January 2012
Skills
Editing, Social Networking, Social Media, Marketing, Nonprofits, Public Speaking, Internal Communications, Leadership, Strategic Communications, Online Marketing, System Administration, Community Outreach, Strategic Planning, Newsletters, Writing, Microsoft Office
Education
Northeastern University 2012 — 2014
Masters of Science in Technical Communications
Maryville University of Saint Louis
Bachelor of Arts in Graphic Design
Robert Comstock Robert Comstock's Envoy Financial Experience January 2005 - June 2011
Job QA Engineer at Cherwell Software
Industry Computer Networking
Experience
Cherwell Software June 2015 - Present
Comstock Brewing January 2014 - Present
Cherwell Software, Inc. November 2012 - June 2015
Cherwell Software, Inc. June 2011 - November 2012
Envoy Financial January 2005 - June 2011
ABC Computing Solutions February 2005 - February 2006
FrontRange Solutions March 2001 - February 2005
MCI WorldCom January 2000 - February 2001
Bank of America January 1996 - December 1999
Skills
Customer Relations, Goldmine, A+ Certified, Contact Management, Microsoft Office, Excel, Microsoft Excel, CRM, Customer Service, Technical Support, ITIL, Networking, Service Management, Disaster Recovery, Training
Education
Northern Arizona University 1993 — 1996
Mechanical Engineering, Computer Science
Pikes Peak Community College
Networking, Computers
Cherwell Software June 2015 - Present
Comstock Brewing January 2014 - Present
Cherwell Software, Inc. November 2012 - June 2015
Cherwell Software, Inc. June 2011 - November 2012
Envoy Financial January 2005 - June 2011
ABC Computing Solutions February 2005 - February 2006
FrontRange Solutions March 2001 - February 2005
MCI WorldCom January 2000 - February 2001
Bank of America January 1996 - December 1999
Skills
Customer Relations, Goldmine, A+ Certified, Contact Management, Microsoft Office, Excel, Microsoft Excel, CRM, Customer Service, Technical Support, ITIL, Networking, Service Management, Disaster Recovery, Training
Education
Northern Arizona University 1993 — 1996
Mechanical Engineering, Computer Science
Pikes Peak Community College
Networking, Computers
Jeff Gater's Envoy Financial Experience August 2007 - Present
Job Business Development & Retirement Plan Design Manager at Envoy Financial
Industry Financial Services
Experience
Envoy Financial August 2007 - Present
Advisors Asset Management, Inc. July 2006 - May 2007
H&R Block Financial Advisors (now part of Ameriprise Financial Services) February 1996 - July 2006
Skills
Sales, Management, Non-profits, Qualified Retirement..., Personal Financial..., Investments, Strategic Planning, Change Catalyst, Marketing, Communications, Presentations, Training, Fundraising, Project Management, Event Management, Nonprofits, Finance, Portfolio Management, Financial Services, Financial Advisory, Strategic Financial..., Retirement Planning, Retirement, Wealth Management, Securities, Financial Planning
Education
Regis University
Masters Nonprofit Management (MNM), Management of Nonprofit Organizations
Simpson College
Bachelor of Arts (BA), Management
Envoy Financial August 2007 - Present
Advisors Asset Management, Inc. July 2006 - May 2007
H&R Block Financial Advisors (now part of Ameriprise Financial Services) February 1996 - July 2006
Skills
Sales, Management, Non-profits, Qualified Retirement..., Personal Financial..., Investments, Strategic Planning, Change Catalyst, Marketing, Communications, Presentations, Training, Fundraising, Project Management, Event Management, Nonprofits, Finance, Portfolio Management, Financial Services, Financial Advisory, Strategic Financial..., Retirement Planning, Retirement, Wealth Management, Securities, Financial Planning
Education
Regis University
Masters Nonprofit Management (MNM), Management of Nonprofit Organizations
Simpson College
Bachelor of Arts (BA), Management
Leon Gomes Leon Gomes's Envoy Financial Experience January 2005 - November 2005
Job District Manager at Paint Brush Hills Metropolitan District
Industry Government Administration
Experience
Paint Brush Hills Metropolitan District September 2015 - Present
Peyton Fire Protection District October 2009 - Present
Special District Management Services, Inc. October 2012 - September 2015
Bold Technologies April 2012 - September 2012
Falcon Fire Protection District February 2012 - May 2012
Insurance Technologies, LLC February 2007 - February 2012
Falcon Fire Protection District January 2010 - May 2010
Front Range Promotions & Advertising Specialties July 2005 - July 2008
Peyton Fire Protection District January 2008 - June 2008
Envoy Financial January 2005 - November 2005
Skills
Strategic Planning, Budgeting, Fixed Annuities, Annuities, Disability Insurance, Special District..., Insurance, Business Analysis, Administration, Elections, Customer Relations, Microsoft Office, Requirements Analysis, Project Planning, Project Management, Budgets, Account Management, Software Documentation, Team Leadership, Non-profits, Change Management, Customer Service, Leadership, Team Building, Program Management, Analysis, Process Improvement, Management, Leadership Development, Coaching, Business Development, Quality Assurance, Training, Listening to customers, Employee Benefits, Sales, Marketing, Security, CRM, Advertising, Human Resources, Vendor Management, Cross-functional Team..., Risk Management, SDLC, Sales Management, New Business Development, Product Management, Start-ups, Consulting
Education
California State University, Fresno 2003 — 2003
Certificate, Nonprofit Leadership & Management
Merced College
Administration of Justice
Merced High School
Paint Brush Hills Metropolitan District September 2015 - Present
Peyton Fire Protection District October 2009 - Present
Special District Management Services, Inc. October 2012 - September 2015
Bold Technologies April 2012 - September 2012
Falcon Fire Protection District February 2012 - May 2012
Insurance Technologies, LLC February 2007 - February 2012
Falcon Fire Protection District January 2010 - May 2010
Front Range Promotions & Advertising Specialties July 2005 - July 2008
Peyton Fire Protection District January 2008 - June 2008
Envoy Financial January 2005 - November 2005
Skills
Strategic Planning, Budgeting, Fixed Annuities, Annuities, Disability Insurance, Special District..., Insurance, Business Analysis, Administration, Elections, Customer Relations, Microsoft Office, Requirements Analysis, Project Planning, Project Management, Budgets, Account Management, Software Documentation, Team Leadership, Non-profits, Change Management, Customer Service, Leadership, Team Building, Program Management, Analysis, Process Improvement, Management, Leadership Development, Coaching, Business Development, Quality Assurance, Training, Listening to customers, Employee Benefits, Sales, Marketing, Security, CRM, Advertising, Human Resources, Vendor Management, Cross-functional Team..., Risk Management, SDLC, Sales Management, New Business Development, Product Management, Start-ups, Consulting
Education
California State University, Fresno 2003 — 2003
Certificate, Nonprofit Leadership & Management
Merced College
Administration of Justice
Merced High School
Doug Duggan Doug Duggan's Envoy Financial Experience May 2008 - March 2009
Job Operations Manager at Regional Financial Services Firm, Veteran
Industry Financial Services
Experience
Financial Planners Group of America January 2012 - November 2013
New England Financial February 2010 - August 2011
Envoy Financial May 2008 - March 2009
Farmers Insurance May 2004 - May 2008
MILA July 2003 - May 2004
ProTrader Securities July 1998 - January 2002
Advantage Capital Corp. October 1993 - July 1998
US Army May 1990 - July 1993
Skills
Series 7, Insurance, Team Building, Series 63, Compliance, Bonds, Options, Series 65, Series 24, Stock, Investments, Securities, Trading, Mutual Funds, Operations Management, Process Improvement, Risk Management, Retirement Planning, Strategic Planning, Problem Solving, Annuities, Customer Relations, Coaching, Budgeting, Negotiation, Customer Service, Asset Management, Team Leadership, Sales Management, Excel, Leadership Development, New Business Development, Equities, Retirement, Consultative Selling, 401k, Change Management, Budgets, Fixed Annuities, FINRA, Sales, Employee Benefits, Life Insurance, Training, Leadership, Management, Financial Planners, Financial Advisory, Mortgage Lending, Fixed Income
Education
University of Colorado Colorado Springs 2012 — 2015
United States Military Academy at West Point 1986 — 1990
BS, Political Science (International)
R. E. Lee High School
Financial Planners Group of America January 2012 - November 2013
New England Financial February 2010 - August 2011
Envoy Financial May 2008 - March 2009
Farmers Insurance May 2004 - May 2008
MILA July 2003 - May 2004
ProTrader Securities July 1998 - January 2002
Advantage Capital Corp. October 1993 - July 1998
US Army May 1990 - July 1993
Skills
Series 7, Insurance, Team Building, Series 63, Compliance, Bonds, Options, Series 65, Series 24, Stock, Investments, Securities, Trading, Mutual Funds, Operations Management, Process Improvement, Risk Management, Retirement Planning, Strategic Planning, Problem Solving, Annuities, Customer Relations, Coaching, Budgeting, Negotiation, Customer Service, Asset Management, Team Leadership, Sales Management, Excel, Leadership Development, New Business Development, Equities, Retirement, Consultative Selling, 401k, Change Management, Budgets, Fixed Annuities, FINRA, Sales, Employee Benefits, Life Insurance, Training, Leadership, Management, Financial Planners, Financial Advisory, Mortgage Lending, Fixed Income
Education
University of Colorado Colorado Springs 2012 — 2015
United States Military Academy at West Point 1986 — 1990
BS, Political Science (International)
R. E. Lee High School
Jim Woolley, CFP®'s Envoy Financial Experience September 2005 - September 2006
Job Certified Financial Planner at J Woolley Financial, Inc.
Industry Financial Services
Experience
J Woolley Financial, Inc. August 2015 - Present
VALIC November 2009 - Present
UCCS Toastmasters; District 26 Toastmasters January 2006 - February 2013
Allstate Financial March 2007 - November 2009
Envoy Financial September 2005 - September 2006
Financial Professionals Group, Inc May 2002 - August 2005
First Financial Resources, LLC May 2001 - May 2002
Single Source Marketing August 2000 - January 2001
American Express Financial Advisors May 1999 - August 2000
Skills
Financial Planning, Term Life Insurance, Asset Management, Asset Allocation, Income Protection, Retirement Planning, Retirement Plans, Retirement Income..., Brokerage Accounts, IRA's, Roth IRA, Estate Planning, 403b Plans, 401k Rollovers, 401k Plans, Non-profits, School Districts, Charter Schools, Strategic Financial..., Team Leadership, 401k, Public Speaking, Financial Advisory, Retirement, Life Insurance, Mutual Funds, Long-term Care, Financial Services, Finance, Leadership, Training, Business Planning, IRAs
Education
CFP Board of Standards 2013 — 2013
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
The American College 2003 — 2011
Gonzaga University 1995 — 1999
Bachelor of Arts (BA), Major in Journalism; Minors in History and Music, 3.8
J Woolley Financial, Inc. August 2015 - Present
VALIC November 2009 - Present
UCCS Toastmasters; District 26 Toastmasters January 2006 - February 2013
Allstate Financial March 2007 - November 2009
Envoy Financial September 2005 - September 2006
Financial Professionals Group, Inc May 2002 - August 2005
First Financial Resources, LLC May 2001 - May 2002
Single Source Marketing August 2000 - January 2001
American Express Financial Advisors May 1999 - August 2000
Skills
Financial Planning, Term Life Insurance, Asset Management, Asset Allocation, Income Protection, Retirement Planning, Retirement Plans, Retirement Income..., Brokerage Accounts, IRA's, Roth IRA, Estate Planning, 403b Plans, 401k Rollovers, 401k Plans, Non-profits, School Districts, Charter Schools, Strategic Financial..., Team Leadership, 401k, Public Speaking, Financial Advisory, Retirement, Life Insurance, Mutual Funds, Long-term Care, Financial Services, Finance, Leadership, Training, Business Planning, IRAs
Education
CFP Board of Standards 2013 — 2013
CERTIFIED FINANCIAL PLANNER™ PROFESSIONAL
The American College 2003 — 2011
Gonzaga University 1995 — 1999
Bachelor of Arts (BA), Major in Journalism; Minors in History and Music, 3.8
Jessica TenBrink's Envoy Financial Experience October 2014 - March 2015
Job Freelance Marketing Consultant
Industry Marketing and Advertising
Experience
Self-Employed April 2015 - Present
Envoy Financial October 2014 - March 2015
Integrity Music December 2013 - October 2014
Integrity Music November 2012 - December 2013
Reach Beyond July 2011 - November 2012
The Vanguard School at Cheyenne Mountain Charter Academy August 2010 - July 2011
Reach Beyond September 2009 - July 2010
Deborah Ministries International October 2001 - July 2010
Christ the King Presbyterian Church October 2009 - April 2010
Crossfire Church April 2004 - May 2007
Skills
Marketing Management, Email Marketing Software, Strategic Planning, Email Marketing, Marketing Strategy, Marketing Copy, Digital Marketing, Advertising, Marketing Communications, Marketing, Social Media, Fundraising, Social Networking, Public Relations, Editing, Social Media Marketing, Training, Creative Writing, Community Outreach, Event Planning, Public Speaking, Teaching, Nonprofits, Volunteer Management, Microsoft Office, Team Building, Event Management, Facebook, Newsletters, Blogging, Leadership, Media Relations, Leadership Development, Management, Budgets, Customer Service, Press Releases, Publishing, Online Marketing, Writing, Team Leadership, Research, Content Marketing, Marketing Automation, Trade Shows, Sponsorship Marketing, Email Newsletter Design, Product Marketing, Copywriting, Publications
Education
Oral Roberts University 1993 — 1997
B.A., Psychology
Self-Employed April 2015 - Present
Envoy Financial October 2014 - March 2015
Integrity Music December 2013 - October 2014
Integrity Music November 2012 - December 2013
Reach Beyond July 2011 - November 2012
The Vanguard School at Cheyenne Mountain Charter Academy August 2010 - July 2011
Reach Beyond September 2009 - July 2010
Deborah Ministries International October 2001 - July 2010
Christ the King Presbyterian Church October 2009 - April 2010
Crossfire Church April 2004 - May 2007
Skills
Marketing Management, Email Marketing Software, Strategic Planning, Email Marketing, Marketing Strategy, Marketing Copy, Digital Marketing, Advertising, Marketing Communications, Marketing, Social Media, Fundraising, Social Networking, Public Relations, Editing, Social Media Marketing, Training, Creative Writing, Community Outreach, Event Planning, Public Speaking, Teaching, Nonprofits, Volunteer Management, Microsoft Office, Team Building, Event Management, Facebook, Newsletters, Blogging, Leadership, Media Relations, Leadership Development, Management, Budgets, Customer Service, Press Releases, Publishing, Online Marketing, Writing, Team Leadership, Research, Content Marketing, Marketing Automation, Trade Shows, Sponsorship Marketing, Email Newsletter Design, Product Marketing, Copywriting, Publications
Education
Oral Roberts University 1993 — 1997
B.A., Psychology
Edwin Colina Edwin Colina's Envoy Financial Experience September 2008 - Present
Job Chief Executive Officer at Envoy Financial Group
Industry Capital Markets
Experience
Envoy Financial September 2008 - Present
LegalLogix /freeHAMPreport June 2010 - December 2011
Partners Private Equity May 2007 - June 2010
Liberty Lending Solutions May 2003 - May 2007
Morgan Stanley November 2000 - May 2003
FAS Executive Wealth Management July 1998 - November 2000
Skills
Strategic Planning, Sales Force Development, Budget Management, Quality Control, Multi Level..., Corporate Rebranding, Negotiation Skills, Efficient Time..., Process Improvement, Lean Process Improvement, Strategic Geographic..., Fluent Spanish/English, Proposal Development, Marketing Management, Networking, Investments
Education
Florida Atlantic University
Bachelor of Science, Business Administration; Finance
Envoy Financial September 2008 - Present
LegalLogix /freeHAMPreport June 2010 - December 2011
Partners Private Equity May 2007 - June 2010
Liberty Lending Solutions May 2003 - May 2007
Morgan Stanley November 2000 - May 2003
FAS Executive Wealth Management July 1998 - November 2000
Skills
Strategic Planning, Sales Force Development, Budget Management, Quality Control, Multi Level..., Corporate Rebranding, Negotiation Skills, Efficient Time..., Process Improvement, Lean Process Improvement, Strategic Geographic..., Fluent Spanish/English, Proposal Development, Marketing Management, Networking, Investments
Education
Florida Atlantic University
Bachelor of Science, Business Administration; Finance
Paula Pettigrew's Envoy Financial Experience September 2012 - May 2013
Job Specialized Investment Services Representative at USAA
Industry Financial Services
Experience
USAA May 2013 - Present
Envoy Financial September 2012 - May 2013
T. Rowe Price August 2011 - August 2012
T. Rowe Price January 2005 - August 2011
Charleston County School District September 2003 - October 2004
ARAMARK August 1999 - August 2003
Champps Americana July 1998 - August 1999
Skills
Customer Service, Customer Engagement, Retirement Plan..., Customer Retention, Customer Support, Inbound Lead Generation, Account Management, Risk Management, Leadership, Management, Collaborative Problem..., Issue Resolution, Issue Identification, Enterprise Software, Transaction Processing, Financial Transactions, retirement plann, Building Relationships, Accurate Record Keeping, Influence Others, Mutual Funds, Retirement, Retirement Planning, Series 6, Asset Allocation, IRAs, CRM
Education
Webster University, Colorado Springs, CO 2006 — 2008
Master of Business Administration (MBA)
Southern Wesleyan University 2000 — 2002
Bachelor's Degree, Business Administration and Management, General
Southern Wesleyan University 1998 — 2000
Associate of Science (AS), Business
USAA May 2013 - Present
Envoy Financial September 2012 - May 2013
T. Rowe Price August 2011 - August 2012
T. Rowe Price January 2005 - August 2011
Charleston County School District September 2003 - October 2004
ARAMARK August 1999 - August 2003
Champps Americana July 1998 - August 1999
Skills
Customer Service, Customer Engagement, Retirement Plan..., Customer Retention, Customer Support, Inbound Lead Generation, Account Management, Risk Management, Leadership, Management, Collaborative Problem..., Issue Resolution, Issue Identification, Enterprise Software, Transaction Processing, Financial Transactions, retirement plann, Building Relationships, Accurate Record Keeping, Influence Others, Mutual Funds, Retirement, Retirement Planning, Series 6, Asset Allocation, IRAs, CRM
Education
Webster University, Colorado Springs, CO 2006 — 2008
Master of Business Administration (MBA)
Southern Wesleyan University 2000 — 2002
Bachelor's Degree, Business Administration and Management, General
Southern Wesleyan University 1998 — 2000
Associate of Science (AS), Business
Deirdre Carroll's Envoy Financial Experience November 2013 - Present
Job Retirement Plan Consultant at Envoy Financial
Industry Financial Services
Experience
Envoy Financial November 2013 - Present
Proshares October 2010 - June 2011
US Boston Corporation January 2006 - March 2010
Captial Advisors Group March 2004 - August 2005
Independence Investments June 2002 - June 2003
State Street Global Advisors December 2000 - June 2002
Nvest Companies, LP January 1998 - December 2000
John Hancock January 1994 - January 1998
Skills
Investments, Strategy, Business Development, CRM, Mutual Funds, Marketing, Sales, New Business Development, Due Diligence, Venture Capital, Customer Retention, Asset Management, Portfolio Management, Series 7, Performance Management
Education
Emerson College 1996 — 1998
Master of Arts, Marketing Communications
William Smith College 1988 — 1992
Bachelor of Arts, Sociology
Envoy Financial November 2013 - Present
Proshares October 2010 - June 2011
US Boston Corporation January 2006 - March 2010
Captial Advisors Group March 2004 - August 2005
Independence Investments June 2002 - June 2003
State Street Global Advisors December 2000 - June 2002
Nvest Companies, LP January 1998 - December 2000
John Hancock January 1994 - January 1998
Skills
Investments, Strategy, Business Development, CRM, Mutual Funds, Marketing, Sales, New Business Development, Due Diligence, Venture Capital, Customer Retention, Asset Management, Portfolio Management, Series 7, Performance Management
Education
Emerson College 1996 — 1998
Master of Arts, Marketing Communications
William Smith College 1988 — 1992
Bachelor of Arts, Sociology
Stephan Archer's Envoy Financial Experience 2006 - 2008
Job Admissions Representative at Everest College
Industry Education Management
Experience
Everest College July 2012 - Present
Compassion International September 2008 - November 2011
Envoy Financial 2006 - 2008
Thrivent Financial for Lutherans October 2002 - February 2006
California State Assembly February 2001 - October 2002
WorldNetDaily.com and NewsMax.com September 1997 - January 2001
Skills
Public Relations, Web Content, Communications Strategy, Online/Direct Marketing, Social Media, Writing, Interviewing, Conflict Resolution, Leadership, Mentoring, Project Management..., Stakeholder Relations, Strategic Communications, Marketing
Education
Azusa Pacific University 1996 — 1998
BA, Communications
Everest College July 2012 - Present
Compassion International September 2008 - November 2011
Envoy Financial 2006 - 2008
Thrivent Financial for Lutherans October 2002 - February 2006
California State Assembly February 2001 - October 2002
WorldNetDaily.com and NewsMax.com September 1997 - January 2001
Skills
Public Relations, Web Content, Communications Strategy, Online/Direct Marketing, Social Media, Writing, Interviewing, Conflict Resolution, Leadership, Mentoring, Project Management..., Stakeholder Relations, Strategic Communications, Marketing
Education
Azusa Pacific University 1996 — 1998
BA, Communications
Joel Whitley CAIA®'s Envoy Financial Experience 2013 - February 2015
Job President at TDI Advisors, LLC.
Industry Investment Management
Experience
TDI Advisors, LLC. February 2015 - Present
Envoy Financial 2013 - February 2015
Advised Assets Group / Great West Life August 2007 - July 2013
Great-West Financial - AAG 2007 - 2013
Great-West Financial - AAG 2007 - 2013
Skills
Mutual Funds, Asset Allocation, Investments, Retirement Planning, Portfolio Management, Series 63, Asset Management, Equities, Investment Strategies, Retirement
Education
College for Financial Planning 2007 — 2009
Masters of Science, Finance
TDI Advisors, LLC. February 2015 - Present
Envoy Financial 2013 - February 2015
Advised Assets Group / Great West Life August 2007 - July 2013
Great-West Financial - AAG 2007 - 2013
Great-West Financial - AAG 2007 - 2013
Skills
Mutual Funds, Asset Allocation, Investments, Retirement Planning, Portfolio Management, Series 63, Asset Management, Equities, Investment Strategies, Retirement
Education
College for Financial Planning 2007 — 2009
Masters of Science, Finance
Lee Deneen's Envoy Financial Experience June 2011 - August 2011
Job J.D., University of Georgia School of Law
Industry Law Practice
Experience
Alston & Bird LLP May 2014 - July 2014
Nelson Mullins July 2013 - August 2013
McKenna Long & Aldridge LLP May 2013 - July 2013
Furman University 2009 - 2012
Furman University August 2011 - December 2011
Envoy Financial June 2011 - August 2011
European Parliament September 2010 - December 2010
UNITED STATES AIR FORCE ACADEMY May 2010 - July 2010
Skills
International Relations, European politics, Public Policy, French language, Leadership, French, Research, Management, Teaching, Public Speaking, Political Science
Education
University of Georgia School of Law 2012 — 2015
Juris Doctorate
Furman University 2008 — 2012
Bachelor of Arts, Political Science and French, summa cum laude
Vesalius College 2010 — 2010
Political Science
Alston & Bird LLP May 2014 - July 2014
Nelson Mullins July 2013 - August 2013
McKenna Long & Aldridge LLP May 2013 - July 2013
Furman University 2009 - 2012
Furman University August 2011 - December 2011
Envoy Financial June 2011 - August 2011
European Parliament September 2010 - December 2010
UNITED STATES AIR FORCE ACADEMY May 2010 - July 2010
Skills
International Relations, European politics, Public Policy, French language, Leadership, French, Research, Management, Teaching, Public Speaking, Political Science
Education
University of Georgia School of Law 2012 — 2015
Juris Doctorate
Furman University 2008 — 2012
Bachelor of Arts, Political Science and French, summa cum laude
Vesalius College 2010 — 2010
Political Science
Lisa Carper's Envoy Financial Experience September 2014 - Present
Job Service Support Specialist at Envoy Financial
Industry Financial Services
Experience
Envoy Financial September 2014 - Present
RE Bookkeeping July 2014 - Present
Plato's Closet June 2012 - June 2014
Education
Oral Roberts University 2011 — 2014
Bachelor of Science (B.S.), Recreation Administration
Envoy Financial September 2014 - Present
RE Bookkeeping July 2014 - Present
Plato's Closet June 2012 - June 2014
Education
Oral Roberts University 2011 — 2014
Bachelor of Science (B.S.), Recreation Administration