Farmers Financial Solutions
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13 Farmers Financial Solutions employees in database. Find out everything there's to know about Farmers Financial Solutions 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.
Farmers Financial Solutions Employees
Eastern Michigan University December 2011 - Present
TCF Bank August 2010 - January 2012
Farmers Financial Solutions October 2009 - January 2010
Skills
Access, Accounting
Education
Eastern Michigan University 2008 — 2010
of Business, Major Finance
Washtenaw Community College 2006 — 2008
The Entrepreneur's Source August 2014 - Present
Farmers Financial Solutions January 2009 - May 2014
Farmers Financial Solutions December 2005 - January 2009
Foresters November 2002 - November 2005
AIG SunAmerica May 2000 - September 2002
Skills
Training, Marketing, Sales, Life Insurance, Mutual Funds, Insurance, Property & Casualty..., Term Life Insurance, Fixed Annuities, Underwriting, Health Insurance, Commercial Insurance, Employee Training, Casualty, Umbrella Insurance, Disability Insurance, Sales Management, Workers Compensation, General Insurance, Retirement Planning, Strategic Financial..., Investments, Series 6, Retirement, Series 7, Long-term Care, Selling
Education
The University of Akron 1976 — 1980
Canton Central Catholic HS 1972 — 1976
United Capital Financial Advisers, LLC June 2014 - Present
ERBP Inc. 2004 - Present
Securities America, Inc. Member FINRA/SIPC September 2013 - June 2014
Williams Financial Group April 2009 - September 2013
WaMu Investments now JP Morgan Chase 2007 - 2008
Security Financial Services 2004 - 2007
Farmers Financial Solutions 2002 - 2004
JPMorgan Chase 1999 - 2002
Skills
Investments, Financial Advisory, Series 7, Leadership, Investment Advisory, Financial Services, Recruiting, Salesforce.com, 401k, Series 63, Strategic Financial..., Securities, Selling, Retirement Planning, Finance, Wealth Management, Alternative Investments, Equities, Entrepreneurship, Mutual Funds, Asset Management, Consultative Selling, Broker Recruitment, CRM, Investment Management, Texas, Oklahoma, Louisiana, Arkansa, Broker Dealer, RIA-friendly, TD Ameritrade, Schwab, National Financial, Pershing, IWS, PAS, Dallas, Houston, Fort Worth, Austin, San Antonio, El Paso, Lubbock, Oklahoma City, Little Rock, New Orleans, Broker Search, Acquisition
Education
Texas A&M University 1993 — 1999
BBA, Finance
Marsh February 2005 - Present
Farmers Financial Solutions 2000 - 2005
NMMA Boat Shows 1991 - 1995
Education
Robert Morris College 1988 — 1991
Accounting
Palisades High School 1980 — 1982
West Los Angeles College
Farmers Insurance September 2013 - Present
Farmers Financial Solutions 2008 - August 2013
Coldwell Banker Real Estate June 1997 - April 2013
Trilogy Financial Services Calabasas 2007 - 2008
IBM 1980 - 1984
Skills
IRAs, Mutual Funds, Investments, Real Estate, Life Insurance, Fixed Annuities, Retirement, Small Business, Customer Service, Retirement Planning, Brokers, Sales, Underwriting, Term Life Insurance, Whole Life, Variable Annuities, Financial Services, Series 6, Training, Commercial Insurance, Salesforce.com, Sales Operations, Selling, Universal Life, Securities, Consultative Selling, Securities Market, Annuities, IRA's, Variable Life Insurance, Insurance
Education
University of Southern California 1976 — 1980
MBA, Markting, finance, accounting
University of Washington 1970 — 1974
BA, History
Gold Circle Films February 2003 - Present
Universal Pictures October 2001 - February 2003
Farmers Financial Solutions March 2000 - October 2001
Education
Loyola Marymount University 1995 — 1999
The Goetzman Group June 2005 - July 2011
The Goetzman Group November 2002 - June 2005
Farmers Financial Solutions January 2000 - July 2001
Farmers Insurance November 1994 - January 2000
Deloitte & Touche LLP 1992 - 1994
William Morris Agency June 1991 - September 1991
United States Air Force September 1985 - December 1988
Skills
Income Tax, Investment Advisory, Personal Tax Planning, Business Tax Planning, Investments, Investment Management, Investment Strategies, Return on Investment, Institutional..., Tax, Finance, Accounting, Mutual Funds, Financial Analysis, Securities, Strategic Financial..., Forecasting, Financial Reporting, Payroll, Financial Services, GAAP, Financial Planners, Financial Advisory, Portfolio Management, Small Business, Financial Modeling, CPA, Account Reconciliation, Due Diligence, Tax Preparation, Variance Analysis, Sarbanes-Oxley Act, Financial Statements, SEC filings, Cash Flow, Internal Controls, Fixed Assets
Education
Loyola Marymount University, College of Business Administration 1990 — 1992
Bachelor of Science, Accounting
Los Angeles Harbor Community College 1987 — 1990
None, Business
Rancho Cotate High School 1983 — 1985
Bishop Montgomery 1981 — 1983
Holy trinity 1974 — 1981
Nationwide Financial May 2014 - Present
HighMark Capital Management May 2008 - December 2013
Union Bank of California July 2004 - May 2008
Farmers Financial Solutions 2003 - 2004
Sutro & Co / RBC Dain Rauscher 2002 - 2003
U.S. BANCORP PIPER JAFFRAY 1999 - 2002
Franklin Templeton 1991 - 1999
Skills
Mutual Funds, Investments, Series 63, Investment Advisory, Alternative Investments, Series 6, Asset Allocation, Investment Strategies, 401k, Defined Contribution, Qualified Retirement..., Investment Management, Retirement Planning, Retirement, Zephyr Style Advisor, Asset Management, Portfolio Management, Wealth Management, Retirement Plan..., Morningstar Direct, Thompson Portfolio..., FactSet
Education
San Diego State University-California State University 1987 — 1991
Bachelor of Science in Business Administration, Marketing
Marin Catholic High School
Farmers Insurance 2014 - Present
Farmers Financial Solutions January 2006 - February 2010
Skills
Life Insurance, Term Life Insurance, Insurance, Commercial Insurance, Property & Casualty..., Fixed Annuities, Health Insurance, Workers Compensation, Underwriting, Disability Insurance, Series 6, Sales Management, Small Business, Casualty, Homeowners, Liability, General Insurance, Professional Liability, Umbrella Insurance, Commercial Lines, Universal Life, Brokers, Legal Liability, Claim, Retirement, Whole Life, Renters, Inland Marine, Claims Management, Long-term Care, Retirement Planning, Motorcycle, Long Term Care Insurance, Insurance Brokerage
Education
College Graduate 1982 — 1986
Finance and Financial Management Services
St. Olaf College 1982 — 1983
ASC brokersoft January 1996 - Present
NPB Financial Group, LLC June 2006 - Present
Impact Trader 2012 - 2014
Argentus/Summit Alliance February 2010 - October 2013
Farmers Financial Solutions March 2000 - May 2006
Financial Network Investment Corporation January 1983 - January 1996
Telepoll Inc. January 1979 - January 1983
Skills
Project Management, Securities, Insurance, Consulting, Financial Advisory, Business Analysis, Investments, Strategic Planning, Series 7, Business Strategy, Cloud Computing, Risk Management, Business Development, Team Leadership, Team Building, Change Management, Operations Management, Business Planning, JavaScript, VB.Net, ADO.Net, Microsoft SQL Server, HTML5, CSS, Microsoft Access, Financial Services, VB.NET, Management, Marketing, Market Research, ADO.NET, Requirements Analysis
Education
University of California, Santa Barbara
Liberal Arts BA and Computer Science Minor, Social Science Statistics, Computer Science
CSUN
MBA coursework
Farmers Financial Solutions May 2015 - Present
Farmers Financial Solutions October 2013 - April 2015
Farmers Insurance October 2012 - September 2013
Pepperdine University August 2011 - April 2013
Forbes Consulting Company May 2012 - August 2012
Bank of East Asia September 2010 - June 2011
Hong Kong and Shanghai Banking Corporation June 2009 - December 2010
Industrial and Commercial Bank of China June 2009 - September 2009
Skills
SPSS, Quantitative Analysis, Excel, Decision Trees, PowerPoint, Financial Modeling, Financial Analysis, Financial Planning, Trade Finance, Strategic Planning, Microsoft Excel, Strategic Financial..., Quantitative Analytics, Data Analysis, Statistics, Research, Analysis, Competitive Analysis, Analytics, Business Strategy, Business Planning, Finance, Market Research
Education
Pepperdine University School of Law 2012 — 2013
Dispute Resolution
Pepperdine University, The George L. Graziadio School of Business and Management 2011 — 2013
Master of Business Administration (M.B.A.), Straus Institute for Dispute Resolution
University of Cambridge 2010 — 2010
Summer Program, Political Economy
BNU-HKBU United International College 2007 — 2011
Bachelor, Finance