Financial Architects
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Financial Architects Employees
Employee
Years
Job
Industry
Jillian E. Swoyer Jillian E. Swoyer's Financial Architects Experience September 2012 - June 2013
Job Claims Adjuster, CSR at GEICO
Industry Insurance
Experience
GEICO April 2014 - Present
Marsh & McLennan Companies, Inc. June 2013 - January 2014
Financial Architects September 2012 - June 2013
FreebeeCards June 2012 - July 2012
Iowa Public Television May 2011 - July 2011
Skills
Management, Long-term Care, Account Management, Team Leadership, Marketing Communications, Public Relations, Marketing Strategy, New Business Development, Sales Management, Building Relationships, Microsoft Word, Salesforce.com, Entrepreneurship, Business Development, Event Management, Consulting, Recruiting, Economics, Training, Research, Social Networking, Team Building, Strategy, Customer Service, Sales
Education
The University of Kansas 2008 — 2012
Bachelor of General Studies, Film and Media, Psychology
GEICO April 2014 - Present
Marsh & McLennan Companies, Inc. June 2013 - January 2014
Financial Architects September 2012 - June 2013
FreebeeCards June 2012 - July 2012
Iowa Public Television May 2011 - July 2011
Skills
Management, Long-term Care, Account Management, Team Leadership, Marketing Communications, Public Relations, Marketing Strategy, New Business Development, Sales Management, Building Relationships, Microsoft Word, Salesforce.com, Entrepreneurship, Business Development, Event Management, Consulting, Recruiting, Economics, Training, Research, Social Networking, Team Building, Strategy, Customer Service, Sales
Education
The University of Kansas 2008 — 2012
Bachelor of General Studies, Film and Media, Psychology
Aliou Keita Aliou Keita's Financial Architects Experience June 2012 - December 2014
Job Lincoln Savings Bank
Industry Financial Services
Experience
Lincoln Savings Bank January 2015 - Present
Financial Architects June 2012 - December 2014
Skills
Insurance, Investments, Finance, Long-term Care, Fixed Annuities, Investment Strategies, Public Speaking, Basketball, Basketball Coaching, Speech Coaching, Arabic, English, French, Wolof, Database Marketing, C++, Java, Microsoft Office, Database Management..., Fundraising, DBMS, Retirement, Mutual Funds, Securities, Retirement Planning, Strategic Financial..., Disability Insurance, Financial Services, Life Insurance, Risk Management, Asset Management, Nonprofits, Whole Life, Sales
Education
Drake University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Computer and Information Systems
Lincoln Savings Bank January 2015 - Present
Financial Architects June 2012 - December 2014
Skills
Insurance, Investments, Finance, Long-term Care, Fixed Annuities, Investment Strategies, Public Speaking, Basketball, Basketball Coaching, Speech Coaching, Arabic, English, French, Wolof, Database Marketing, C++, Java, Microsoft Office, Database Management..., Fundraising, DBMS, Retirement, Mutual Funds, Securities, Retirement Planning, Strategic Financial..., Disability Insurance, Financial Services, Life Insurance, Risk Management, Asset Management, Nonprofits, Whole Life, Sales
Education
Drake University 2003 — 2007
Bachelor of Business Administration (B.B.A.), Computer and Information Systems
Megan Mrky-Webster Megan Mrky-Webster's Financial Architects Experience February 2007 - December 2010
Job Advisor Relations/Recruiting Specialist at Broker Dealer Financial Services Corp.
Industry Financial Services
Experience
Broker Dealer Financial Services Corp. September 2014 - Present
Businessolver April 2014 - September 2014
Health Callings July 2013 - April 2014
Raymond James Financial Inc. December 2010 - July 2013
Financial Architects February 2007 - December 2010
Vander Weide & Associates, A branch of American Express Financial Advisors August 1999 - July 2004
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Mutual Funds, Securities, Investments, Asset Allocation, Strategic Financial..., Retirement, Equities, Portfolio Management, Fixed Annuities, Investment Advisory, Financial Advisory, Financial Planning, IRAs, Customer Engagement
Education
Iowa State University 1994 — 1998
Bachelor of Science (BS), Human Development and Family Studies, General
Urbandale High School
Bachelor's degree- Human Development and Family Studies
Broker Dealer Financial Services Corp. September 2014 - Present
Businessolver April 2014 - September 2014
Health Callings July 2013 - April 2014
Raymond James Financial Inc. December 2010 - July 2013
Financial Architects February 2007 - December 2010
Vander Weide & Associates, A branch of American Express Financial Advisors August 1999 - July 2004
Skills
Series 7, Series 63, Retirement Planning, Wealth Management, Mutual Funds, Securities, Investments, Asset Allocation, Strategic Financial..., Retirement, Equities, Portfolio Management, Fixed Annuities, Investment Advisory, Financial Advisory, Financial Planning, IRAs, Customer Engagement
Education
Iowa State University 1994 — 1998
Bachelor of Science (BS), Human Development and Family Studies, General
Urbandale High School
Bachelor's degree- Human Development and Family Studies
Benedict Benoit Benedict Benoit's Financial Architects Experience October 2009 - August 2012
Job Senior PreSales Americas at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services July 2015 - Present
Wolters Kluwer Financial Services August 2012 - June 2015
Wolters Kluwer Financial Services May 2013 - August 2013
Financial Architects October 2009 - August 2012
Financial Architects December 2008 - September 2009
Financial Architects December 2007 - December 2008
VDK Spaarbank September 2007 - November 2007
Skills
SQL performance Tuning, SSIS, SSRS, C#.NET, SSAS, SQL Server 2000-2008, Database Administration, Database Analysis, Database Development, Database Design, Banking, Basel II, IFRS, Accounting, SQL, Databases, Microsoft SQL Server, C#, Analysis Services, .NET, Data Analysis, Pre-sales, T-SQL, Data Warehousing, Business Intelligence, Business Analysis
Education
Katholieke Hogeschool 'Sint-Lieven', Gent 2004 — 2007
Bachelor Electronics, Option ICT, Cum Lauda
VTI Waregem 1998 — 2004
Wolters Kluwer Financial Services July 2015 - Present
Wolters Kluwer Financial Services August 2012 - June 2015
Wolters Kluwer Financial Services May 2013 - August 2013
Financial Architects October 2009 - August 2012
Financial Architects December 2008 - September 2009
Financial Architects December 2007 - December 2008
VDK Spaarbank September 2007 - November 2007
Skills
SQL performance Tuning, SSIS, SSRS, C#.NET, SSAS, SQL Server 2000-2008, Database Administration, Database Analysis, Database Development, Database Design, Banking, Basel II, IFRS, Accounting, SQL, Databases, Microsoft SQL Server, C#, Analysis Services, .NET, Data Analysis, Pre-sales, T-SQL, Data Warehousing, Business Intelligence, Business Analysis
Education
Katholieke Hogeschool 'Sint-Lieven', Gent 2004 — 2007
Bachelor Electronics, Option ICT, Cum Lauda
VTI Waregem 1998 — 2004
Hans Erickson Hans Erickson's Financial Architects Experience December 2010 - January 2013
Job Candidate for the Iowa House of Representatives
Industry Political Organization
Experience
Iowa House of Representatives March 2014 - Present
Financial Architects December 2010 - January 2013
Farm Bureau Financial Services May 2008 - December 2010
Skills
Retirement, Life Insurance, Securities, Finance, Wealth, Insurance, Disability Insurance, Fixed Annuities, FINRA, Financial Risk, Term Life Insurance, 401k, Long-term Care
Education
Drake University CBPA 2012 — 2014
Master's Degree, Public Policy
Drake University 2004 — 2008
BA, History
Iowa House of Representatives March 2014 - Present
Financial Architects December 2010 - January 2013
Farm Bureau Financial Services May 2008 - December 2010
Skills
Retirement, Life Insurance, Securities, Finance, Wealth, Insurance, Disability Insurance, Fixed Annuities, FINRA, Financial Risk, Term Life Insurance, 401k, Long-term Care
Education
Drake University CBPA 2012 — 2014
Master's Degree, Public Policy
Drake University 2004 — 2008
BA, History
James Traylor, CLU, ChFC, ChSNC's Financial Architects Experience June 2008 - October 2014
Job Acting Chair, NYS Developmental Disabilities Planning Council
Industry Financial Services
Experience
Upstate Special Needs Planning 2014 - Present
New York State Developmental Disabilities Planning Council September 2012 - Present
Financial Architects June 2008 - October 2014
Northwestern Mutual Financial Services May 2007 - June 2008
Education
State University of New York College at Geneseo 2003 — 2007
BA, Biology & Political Science
University of Canterbury 2005 — 2006
BA, Biology, Political Science
Upstate Special Needs Planning 2014 - Present
New York State Developmental Disabilities Planning Council September 2012 - Present
Financial Architects June 2008 - October 2014
Northwestern Mutual Financial Services May 2007 - June 2008
Education
State University of New York College at Geneseo 2003 — 2007
BA, Biology & Political Science
University of Canterbury 2005 — 2006
BA, Biology, Political Science
Philip Meiklejohn Philip Meiklejohn's Financial Architects Experience June 2012 - August 2012
Job Service at Hoselton Auto Mall
Industry Automotive
Experience
Hoselton Auto Mall March 2007 - Present
Financial Architects June 2012 - August 2012
Audi North Scottsdale August 2005 - October 2006
Harro East Theatre and Ballroom June 2003 - October 2004
Skills
Customer Service, Public Relations, Automotive, Customer Satisfaction, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Event Planning, Social Media, Teamwork
Education
State University of New York College at Geneseo 2009 — 2011
Bachelors of Science, Business Administration
Monroe Community College 2007 — 2009
Associate of Science, Business Administration
Universal Technical Institute 2005 — 2006
Associate of Occupational Studies, Automotive Technology
Hoselton Auto Mall March 2007 - Present
Financial Architects June 2012 - August 2012
Audi North Scottsdale August 2005 - October 2006
Harro East Theatre and Ballroom June 2003 - October 2004
Skills
Customer Service, Public Relations, Automotive, Customer Satisfaction, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Event Planning, Social Media, Teamwork
Education
State University of New York College at Geneseo 2009 — 2011
Bachelors of Science, Business Administration
Monroe Community College 2007 — 2009
Associate of Science, Business Administration
Universal Technical Institute 2005 — 2006
Associate of Occupational Studies, Automotive Technology
Azlin McMann Azlin McMann's Financial Architects Experience February 2008 - July 2012
Job Assistant to VP at Sela Group
Industry Computer Software
Experience
Sela Group July 2012 - Present
PanGaia Consulting, LLC August 2006 - Present
Helping Link July 2011 - September 2012
Financial Architects February 2008 - July 2012
Ferguson Merchandising July 2002 - December 2007
Ferguson Merchandisisng July 2001 - September 2002
Midori, Inc July 1999 - July 2001
Midori, Inc January 1998 - July 1999
Midori, Inc September 1997 - January 1998
Shell Eastern Petroleum Ltd July 1983 - July 1987
Skills
Administration, Department Management, General Ledger, Accounts Payable &..., Human Resource, Staff Management, Human Resources, Management, Accounts Payable, System Administration, Program Management, Teamwork, Customer Service, Payroll, Recruiting, Training, Budgets, CRM, Administrative..., Marketing
Education
University of Washington 1992 — 1996
BA, International Studies
University of Phoenix 2002 — 2005
MBA, Business Administration
Villanova University 2006 — 2007
Certification, Project Management
Sela Group July 2012 - Present
PanGaia Consulting, LLC August 2006 - Present
Helping Link July 2011 - September 2012
Financial Architects February 2008 - July 2012
Ferguson Merchandising July 2002 - December 2007
Ferguson Merchandisisng July 2001 - September 2002
Midori, Inc July 1999 - July 2001
Midori, Inc January 1998 - July 1999
Midori, Inc September 1997 - January 1998
Shell Eastern Petroleum Ltd July 1983 - July 1987
Skills
Administration, Department Management, General Ledger, Accounts Payable &..., Human Resource, Staff Management, Human Resources, Management, Accounts Payable, System Administration, Program Management, Teamwork, Customer Service, Payroll, Recruiting, Training, Budgets, CRM, Administrative..., Marketing
Education
University of Washington 1992 — 1996
BA, International Studies
University of Phoenix 2002 — 2005
MBA, Business Administration
Villanova University 2006 — 2007
Certification, Project Management
Catlin McCartney Catlin McCartney's Financial Architects Experience May 2008 - August 2011
Job Resident Career Advisor and Public Relations Pupil at Lewis & Clark College
Industry Public Relations and Communications
Experience
Lewis & Clark College January 2013 - May 2013
Lewis & Clark College January 2011 - May 2013
Lewis & Clark College May 2012 - August 2012
Lewis & Clark College August 2011 - May 2012
Lewis & Clark College August 2011 - May 2012
Financial Architects May 2008 - August 2011
Fir Acres Theater September 2009 - May 2011
Skills
Microsoft Excel, Higher Education, Event Planning, Tutoring, Public Speaking, Residence Life, Data Analysis, Research, Economics, Community Outreach, Microsoft Office, Editing
Education
Lewis and Clark College 2009 — 2013
Bachelor's degree, Communication and Media Studies
Lewis & Clark College January 2013 - May 2013
Lewis & Clark College January 2011 - May 2013
Lewis & Clark College May 2012 - August 2012
Lewis & Clark College August 2011 - May 2012
Lewis & Clark College August 2011 - May 2012
Financial Architects May 2008 - August 2011
Fir Acres Theater September 2009 - May 2011
Skills
Microsoft Excel, Higher Education, Event Planning, Tutoring, Public Speaking, Residence Life, Data Analysis, Research, Economics, Community Outreach, Microsoft Office, Editing
Education
Lewis and Clark College 2009 — 2013
Bachelor's degree, Communication and Media Studies
Raegan Schultz's Financial Architects Experience September 2012 - Present
Job Experienced Client Services Specialist
Industry Financial Services
Experience
Financial Architects September 2012 - Present
Financial Resource Advisors October 2006 - August 2012
CUNA Mutual Life Insurance Company/CUNA Brokerage Services October 2002 - October 2006
MetLife Investors/New England Financial Services June 2001 - October 2002
Skills
Marketing, Insurance, Customer Service, Microsoft Office, Microsoft Excel
Education
University of Northern Iowa 1997 — 2001
Bachelor of Arts, General Communication
Financial Architects September 2012 - Present
Financial Resource Advisors October 2006 - August 2012
CUNA Mutual Life Insurance Company/CUNA Brokerage Services October 2002 - October 2006
MetLife Investors/New England Financial Services June 2001 - October 2002
Skills
Marketing, Insurance, Customer Service, Microsoft Office, Microsoft Excel
Education
University of Northern Iowa 1997 — 2001
Bachelor of Arts, General Communication
Andrea Aviles's Financial Architects Experience June 2009 - June 2009
Job Senior Accountant at Warner Music Group
Industry Accounting
Experience
Warner Music Group April 2015 - Present
Warner Music Group March 2013 - March 2015
Deloitte August 2011 - March 2013
University of San Francisco August 2010 - May 2011
Financial Architects June 2009 - June 2009
TJ Maxx June 2008 - August 2008
AMC ENTERTAINMENT May 2007 - January 2008
Skills
Microsoft Excel, Spanish, Microsoft Word, Customer Service, Public Speaking, Microsoft Outlook, Business Analyzer, SAP, Research, PowerPoint, Sales, Analysis
Education
University of San Francisco 2007 — 2011
Bachelor of Science, Accounting
Warner Music Group April 2015 - Present
Warner Music Group March 2013 - March 2015
Deloitte August 2011 - March 2013
University of San Francisco August 2010 - May 2011
Financial Architects June 2009 - June 2009
TJ Maxx June 2008 - August 2008
AMC ENTERTAINMENT May 2007 - January 2008
Skills
Microsoft Excel, Spanish, Microsoft Word, Customer Service, Public Speaking, Microsoft Outlook, Business Analyzer, SAP, Research, PowerPoint, Sales, Analysis
Education
University of San Francisco 2007 — 2011
Bachelor of Science, Accounting
Juanita Campbell-Heredia's Financial Architects Experience September 2010 - Present
Job Personal Assistant to a Financial Strategist
Industry Financial Services
Experience
Financial Architects September 2010 - Present
Allegheny College 2006 - 2010
Bonner Foundation 2006 - 2010
Skills
Community Outreach
Education
Allegheny College
Financial Architects September 2010 - Present
Allegheny College 2006 - 2010
Bonner Foundation 2006 - 2010
Skills
Community Outreach
Education
Allegheny College
Margaret VanKouwenberg's Financial Architects Experience March 2014 - June 2015
Job Agency Brokerage Manager at MassMutual Rochester
Industry Human Resources
Experience
MassMutual Rochester June 2015 - Present
Financial Architects March 2014 - June 2015
Financial Architects December 2013 - March 2014
Studio for the Performing Arts August 2012 - December 2013
Village of Newark June 2013 - July 2013
Curves June 2011 - August 2012
Miceli's Resturant and Party House June 2011 - September 2011
Calvin Klein April 2010 - June 2011
Skills
Sales, Retail, Merchandising, Time Management, Microsoft Word, Microsoft Excel, PowerPoint, Access, Systems Analysis, Data Management, Organization, Teamwork, Leadership, Communication Skills, Human Resources, Recruiting
Education
Niagara University
Bachelor's of Science in Business Management, Human Resources
MassMutual Rochester June 2015 - Present
Financial Architects March 2014 - June 2015
Financial Architects December 2013 - March 2014
Studio for the Performing Arts August 2012 - December 2013
Village of Newark June 2013 - July 2013
Curves June 2011 - August 2012
Miceli's Resturant and Party House June 2011 - September 2011
Calvin Klein April 2010 - June 2011
Skills
Sales, Retail, Merchandising, Time Management, Microsoft Word, Microsoft Excel, PowerPoint, Access, Systems Analysis, Data Management, Organization, Teamwork, Leadership, Communication Skills, Human Resources, Recruiting
Education
Niagara University
Bachelor's of Science in Business Management, Human Resources
Nathaniel Lawrence Nathaniel Lawrence's Financial Architects Experience June 2012 - August 2012
Job Marketing and Business Development Assistant at Freshfields Bruckhaus Deringer US LLP
Industry Legal Services
Experience
Freshfields Bruckhaus Deringer November 2014 - Present
Crédito Social March 2012 - Present
Catalytic Communities January 2013 - May 2013
Financial Architects June 2012 - August 2012
Brown University French Department September 2011 - May 2012
Skills
Economics, Research, PowerPoint, Stata, SPSS, Data Analysis, French, French to English, English to French, Brazilian Portuguese, Entrepreneurship, Statistics, Microsoft Office, Public Speaking, Microsoft Excel, Social Media, Microsoft Word, Teaching, Editing, Management, Leadership
Education
Brown University 2010 — 2014
A.B., Economics; Portuguese and Brazilian Studies
Pontifícia Universidade Católica do Rio de Janeiro
Economics
Freshfields Bruckhaus Deringer November 2014 - Present
Crédito Social March 2012 - Present
Catalytic Communities January 2013 - May 2013
Financial Architects June 2012 - August 2012
Brown University French Department September 2011 - May 2012
Skills
Economics, Research, PowerPoint, Stata, SPSS, Data Analysis, French, French to English, English to French, Brazilian Portuguese, Entrepreneurship, Statistics, Microsoft Office, Public Speaking, Microsoft Excel, Social Media, Microsoft Word, Teaching, Editing, Management, Leadership
Education
Brown University 2010 — 2014
A.B., Economics; Portuguese and Brazilian Studies
Pontifícia Universidade Católica do Rio de Janeiro
Economics
Marc Tomei, CLU®, ChFC® Marc Tomei, CLU®, ChFC®'s Financial Architects Experience January 2014 - Present
Job Financial Architect
Industry Financial Services
Experience
Financial Architects January 2014 - Present
Blue Water Financial Group/OneAmerica General Agency 2009 - December 2013
CIA Financial Group May 2008 - November 2009
Rock Financial/Quicken Loans March 2002 - December 2007
Quicken Loans 2005 - 2007
RWD Technologies, Inc. August 1996 - March 2002
United States Navy July 1988 - September 1996
Skills
Strategic Financial..., Insurance, Retirement, Investments, Employee Benefits, Life Insurance, Mortgage Lending, Entrepreneurship, Training, Finance, Disability Insurance, Leadership, Health Insurance, Series 7, Financial Services, Retirement Planning, Investment Advisory, Long-term Care, 401k, Fixed Annuities, Term Life Insurance, Pensions, Whole Life, Estate Planning, Series 6, Wealth Management, Mutual Funds
Education
The American College 2008 — 2011
CLU, ChFC, Financial Consulting
Charleston Southern University
University of Phoenix
Financial Architects January 2014 - Present
Blue Water Financial Group/OneAmerica General Agency 2009 - December 2013
CIA Financial Group May 2008 - November 2009
Rock Financial/Quicken Loans March 2002 - December 2007
Quicken Loans 2005 - 2007
RWD Technologies, Inc. August 1996 - March 2002
United States Navy July 1988 - September 1996
Skills
Strategic Financial..., Insurance, Retirement, Investments, Employee Benefits, Life Insurance, Mortgage Lending, Entrepreneurship, Training, Finance, Disability Insurance, Leadership, Health Insurance, Series 7, Financial Services, Retirement Planning, Investment Advisory, Long-term Care, 401k, Fixed Annuities, Term Life Insurance, Pensions, Whole Life, Estate Planning, Series 6, Wealth Management, Mutual Funds
Education
The American College 2008 — 2011
CLU, ChFC, Financial Consulting
Charleston Southern University
University of Phoenix
Reed Rinderknecht Reed Rinderknecht's Financial Architects Experience February 1996 - April 1997
Job Partner, Sr. Lead Advisor
Industry Financial Services
Experience
Foster Group April 1997 - Present
Financial Architects February 1996 - April 1997
Raytheon July 1992 - February 1996
Skills
Certified Financial..., USAT Level 1 Certified..., Investments, Financial Planning, Estate Planning, Retirement, Asset Management, Wealth Management, Retirement Planning, Wealth, Financial Advisory, Investment Advisory
Education
University of Iowa 1988 — 1992
Finance, BBS
Ottumwa 1986 — 1988
College for Financial Planning
CFP, Financial Planning
Foster Group April 1997 - Present
Financial Architects February 1996 - April 1997
Raytheon July 1992 - February 1996
Skills
Certified Financial..., USAT Level 1 Certified..., Investments, Financial Planning, Estate Planning, Retirement, Asset Management, Wealth Management, Retirement Planning, Wealth, Financial Advisory, Investment Advisory
Education
University of Iowa 1988 — 1992
Finance, BBS
Ottumwa 1986 — 1988
College for Financial Planning
CFP, Financial Planning
Rhonda Bills Rhonda Bills's Financial Architects Experience April 2009 - June 2011
Job President/CEO Long Term Care Strategies,Inc
Industry Insurance
Experience
Long Term care Strategies, Inc. November 2002 - Present
KHI Financial Solutions 2012 - Present
Long Term Care Strategies, Inc. October 2002 - Present
Financial Architects April 2009 - June 2011
Marsh McLennan June 1996 - November 2002
Skills
Public speak, Continuing Education, Training & Development, Public Speaking, Long Term Care, Long-term Care, Brokers, Insurance, Employee Benefits, Long Term Care Insurance, Employee Training, Life Insurance, Retirement Planning, Retirement, Small Business, Fixed Annuities, Disability Insurance, Health Insurance, Underwriting, Account Management, Sales, Workers Compensation, Team Building, Term Life Insurance, Medicare, Healthcare, 401k, Financial Planners, Universal Life, Training, Estate Planning, Finance, Marketing, Whole Life, Mutual Funds, IRAs, Wealth, Strategic Financial..., Wealth Management, Home Care, Critical Illness, Financial Advisory, Investments, Leadership, Financial Planning, Liability
Education
Simpson College 1987 — 1991
BA, Communications & Theatre
BCLUW 1974 — 1987
High School, General Studies
Long Term care Strategies, Inc. November 2002 - Present
KHI Financial Solutions 2012 - Present
Long Term Care Strategies, Inc. October 2002 - Present
Financial Architects April 2009 - June 2011
Marsh McLennan June 1996 - November 2002
Skills
Public speak, Continuing Education, Training & Development, Public Speaking, Long Term Care, Long-term Care, Brokers, Insurance, Employee Benefits, Long Term Care Insurance, Employee Training, Life Insurance, Retirement Planning, Retirement, Small Business, Fixed Annuities, Disability Insurance, Health Insurance, Underwriting, Account Management, Sales, Workers Compensation, Team Building, Term Life Insurance, Medicare, Healthcare, 401k, Financial Planners, Universal Life, Training, Estate Planning, Finance, Marketing, Whole Life, Mutual Funds, IRAs, Wealth, Strategic Financial..., Wealth Management, Home Care, Critical Illness, Financial Advisory, Investments, Leadership, Financial Planning, Liability
Education
Simpson College 1987 — 1991
BA, Communications & Theatre
BCLUW 1974 — 1987
High School, General Studies
Logan Woehl's Financial Architects Experience June 2012 - November 2013
Job Principal Funds
Industry Financial Services
Experience
Principal Funds February 2014 - Present
American Equity November 2013 - February 2014
Financial Architects June 2012 - November 2013
Skills
Microsoft Office, Customer Service, Microsoft Word, Marketing, Marketing Communications, Marketing Strategy, Insurance, Account Management, Banking, Financial Analysis, Leadership, Microsoft Excel, Project Management, Risk Management, Sales, Time Management, Public Speaking, Teamwork, Strategic Planning
Education
Iowa State University - College of Business 2008 — 2012
Finance, Finance, General
Ankeny High School
2008
Principal Funds February 2014 - Present
American Equity November 2013 - February 2014
Financial Architects June 2012 - November 2013
Skills
Microsoft Office, Customer Service, Microsoft Word, Marketing, Marketing Communications, Marketing Strategy, Insurance, Account Management, Banking, Financial Analysis, Leadership, Microsoft Excel, Project Management, Risk Management, Sales, Time Management, Public Speaking, Teamwork, Strategic Planning
Education
Iowa State University - College of Business 2008 — 2012
Finance, Finance, General
Ankeny High School
2008
Barry Crist Barry Crist's Financial Architects Experience September 2012 - May 2015
Job Financial Advisor at Capital City Financial, LLC
Industry Financial Services
Experience
Capital City Financial, LLC June 2015 - Present
Financial Architects September 2012 - May 2015
MassMutual Financial Group October 2010 - March 2012
Skills
Insurance, Financial Services, Securities, Finance, Small Business, Investments, Retirement Planning, Strategic Planning, Strategic Financial..., Financial Advisory, Fixed Annuities, Long Term Care Insurance, Life Insurance, Retirement, Financial Analysis, Disability Insurance, Long-term Care, Wealth, Mutual Funds, Wealth Management, Financial Planners, New Business Development, Employee Benefits, Asset Management, Budgets, Term Life Insurance, Risk Management, Estate Planning, Portfolio Management, Alternative Investments, Relationship Management, Series 7, IRAs, 401k, FINRA, Sales Management, Health Insurance, Mortgage Lending, Underwriting, Loans, Business Development, Series 63, Investment Advisory, Variable Annuities, Uniform Combined State..., Universal Life, Financial Risk, Business Planning, Asset Allocation, Credit
Education
University of Iowa 1963 — 1967
BBA, Business Administration and Management, General
Capital City Financial, LLC June 2015 - Present
Financial Architects September 2012 - May 2015
MassMutual Financial Group October 2010 - March 2012
Skills
Insurance, Financial Services, Securities, Finance, Small Business, Investments, Retirement Planning, Strategic Planning, Strategic Financial..., Financial Advisory, Fixed Annuities, Long Term Care Insurance, Life Insurance, Retirement, Financial Analysis, Disability Insurance, Long-term Care, Wealth, Mutual Funds, Wealth Management, Financial Planners, New Business Development, Employee Benefits, Asset Management, Budgets, Term Life Insurance, Risk Management, Estate Planning, Portfolio Management, Alternative Investments, Relationship Management, Series 7, IRAs, 401k, FINRA, Sales Management, Health Insurance, Mortgage Lending, Underwriting, Loans, Business Development, Series 63, Investment Advisory, Variable Annuities, Uniform Combined State..., Universal Life, Financial Risk, Business Planning, Asset Allocation, Credit
Education
University of Iowa 1963 — 1967
BBA, Business Administration and Management, General
Gabe Bosma Gabe Bosma's Financial Architects Experience January 2008 - May 2009
Job at Guardian Contracting Parners LLC
Industry Construction
Experience
Guardian Contracting Parners LLC April 2009 - Present
Financial Architects January 2008 - May 2009
Mega Life and Health Insurance February 2006 - February 2008
MEGA Life and Health Insurance 2005 - 2008
Skills
Strategy, Strategic Planning, Customer Service, Leadership, Public Speaking, Small Business, Sales, Team Building, Management
Education
Des Moines Area Community College 2002 — 2004
Guardian Contracting Parners LLC April 2009 - Present
Financial Architects January 2008 - May 2009
Mega Life and Health Insurance February 2006 - February 2008
MEGA Life and Health Insurance 2005 - 2008
Skills
Strategy, Strategic Planning, Customer Service, Leadership, Public Speaking, Small Business, Sales, Team Building, Management
Education
Des Moines Area Community College 2002 — 2004
Chad Monheim Chad Monheim's Financial Architects Experience July 2013 - October 2014
Job Associate at Upstate Special Needs Planning (USNP)
Industry Financial Services
Experience
Upstate Special Needs Planning (USNP) November 2014 - Present
Daystar for Medically Fragile Children April 2007 - Present
Holy Childhood September 2000 - Present
Camp Good Days & Special Times September 2000 - Present
Financial Architects July 2013 - October 2014
Northwestern Mutual January 2011 - June 2013
Special Olympics New York January 1995 - August 2000
Skills
Finance, Marketing, Management, Sales, Securities, 401k
Education
St. John Fisher College 2008 — 2012
Business Management, Financial Planning, Marketing
Webster Thomas High School 2007 — 2008
Edinboro University of Pennsylvania
Upstate Special Needs Planning (USNP) November 2014 - Present
Daystar for Medically Fragile Children April 2007 - Present
Holy Childhood September 2000 - Present
Camp Good Days & Special Times September 2000 - Present
Financial Architects July 2013 - October 2014
Northwestern Mutual January 2011 - June 2013
Special Olympics New York January 1995 - August 2000
Skills
Finance, Marketing, Management, Sales, Securities, 401k
Education
St. John Fisher College 2008 — 2012
Business Management, Financial Planning, Marketing
Webster Thomas High School 2007 — 2008
Edinboro University of Pennsylvania
Chatten Scruggs, CTO/SVP Chatten Scruggs, CTO/SVP's Financial Architects Experience May 1995 - March 1998
Job Technology Solutions for Financial Advisors
Industry Financial Services
Experience
VSR Financial Services December 2008 - Present
VSR Financials Services 1998 - Present
VSR Financial Services March 1998 - December 2008
Financial Architects May 1995 - March 1998
Skills
Strategic Financial..., Investments, Portfolio Management, Insurance, Series 7, Financial Services, Asset Managment, Securities, CRM, Risk Management, Mutual Funds, Wealth Management, Business Strategy, Strategic Planning, Alternative Investments
Education
University of Missouri-Columbia 1991 — 1995
BS Financial Management Services
VSR Financial Services December 2008 - Present
VSR Financials Services 1998 - Present
VSR Financial Services March 1998 - December 2008
Financial Architects May 1995 - March 1998
Skills
Strategic Financial..., Investments, Portfolio Management, Insurance, Series 7, Financial Services, Asset Managment, Securities, CRM, Risk Management, Mutual Funds, Wealth Management, Business Strategy, Strategic Planning, Alternative Investments
Education
University of Missouri-Columbia 1991 — 1995
BS Financial Management Services
Lauren Purvee Lauren Purvee's Financial Architects Experience August 2012 - May 2013
Job Service Team Associate at Montage Wealth Management
Industry Financial Services
Experience
Montage Wealth Management (formally Colgan Capital) March 2015 - Present
Maxim Spa and Salon August 2013 - March 2015
Financial Architects August 2012 - May 2013
Financial Architects May 2009 - August 2012
Heritage Christian Services August 2004 - June 2011
Allworx May 2008 - December 2008
Special Olympics Genesee Region September 2007 - May 2008
Heritage Christian Services September 2005 - May 2007
Skills
Event Planning, Marketing, Training, Recruiting, PowerPoint, Microsoft Office, Facebook, Newsletters, Sales, Fundraising
Education
St. John Fisher College 2005 — 2009
Bachelors of Science, Management
Montage Wealth Management (formally Colgan Capital) March 2015 - Present
Maxim Spa and Salon August 2013 - March 2015
Financial Architects August 2012 - May 2013
Financial Architects May 2009 - August 2012
Heritage Christian Services August 2004 - June 2011
Allworx May 2008 - December 2008
Special Olympics Genesee Region September 2007 - May 2008
Heritage Christian Services September 2005 - May 2007
Skills
Event Planning, Marketing, Training, Recruiting, PowerPoint, Microsoft Office, Facebook, Newsletters, Sales, Fundraising
Education
St. John Fisher College 2005 — 2009
Bachelors of Science, Management
Bart Everaert, FRM's Financial Architects Experience December 2008 - December 2012
Job Senior Risk Consultant at Wolters Kluwer Financial Services
Industry Financial Services
Experience
Wolters Kluwer Financial Services January 2013 - Present
Financial Architects December 2008 - December 2012
Financial Architects September 2006 - December 2008
Fortis Investments April 2006 - June 2006
Skills
Basel II, Basel III, ALM, Risk Modeling, Economic Capital, Requirements Analysis, IFRS, SQL, Matlab, SPSS, Data Warehousing, Consultancy, Financial Risk, Liquidity Risk, Banking, Financial Markets, Financial Risk..., Finance, Market Risk
Education
Universiteit Gent 2005 — 2006
Advanced MSc, Banking and Finance
Universiteit Gent 2003 — 2005
MSc, Applied Economics
Universiteit Gent 2001 — 2003
BSc, Economics
Wolters Kluwer Financial Services January 2013 - Present
Financial Architects December 2008 - December 2012
Financial Architects September 2006 - December 2008
Fortis Investments April 2006 - June 2006
Skills
Basel II, Basel III, ALM, Risk Modeling, Economic Capital, Requirements Analysis, IFRS, SQL, Matlab, SPSS, Data Warehousing, Consultancy, Financial Risk, Liquidity Risk, Banking, Financial Markets, Financial Risk..., Finance, Market Risk
Education
Universiteit Gent 2005 — 2006
Advanced MSc, Banking and Finance
Universiteit Gent 2003 — 2005
MSc, Applied Economics
Universiteit Gent 2001 — 2003
BSc, Economics
Dan Durant's Financial Architects Experience 2004 - 2013
Job Financial Consultant at Iowa Wealth Management
Industry Financial Services
Experience
Iowa Wealth Management March 2013 - Present
Financial Architects 2004 - 2013
Wells Fargo July 1999 - May 2003
Key Bank 1982 - 1999
Skills
Portfolio Management, Risk Management, Loans, Finance, Investments, Credit, Banking, Series 7, Financial Analysis, Mortgage Lending, Retirement Planning, Strategic Planning, Public Speaking, Retirement, Mutual Funds
Education
Ashland University 1996 — 1998
MBA, Executive Management
Siena College 1978 — 1982
Iowa Wealth Management March 2013 - Present
Financial Architects 2004 - 2013
Wells Fargo July 1999 - May 2003
Key Bank 1982 - 1999
Skills
Portfolio Management, Risk Management, Loans, Finance, Investments, Credit, Banking, Series 7, Financial Analysis, Mortgage Lending, Retirement Planning, Strategic Planning, Public Speaking, Retirement, Mutual Funds
Education
Ashland University 1996 — 1998
MBA, Executive Management
Siena College 1978 — 1982
Gay Mattei's Financial Architects Experience October 2004 - October 2010
Job Associate Wealth Management Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual October 2010 - Present
Financial Architects October 2004 - October 2010
The MONY Group 2000 - 2004
Morgan Stanley 1997 - 2000
Education
State University of New York College at Geneseo 1979 — 1983
BA, Communications
Northwestern Mutual October 2010 - Present
Financial Architects October 2004 - October 2010
The MONY Group 2000 - 2004
Morgan Stanley 1997 - 2000
Education
State University of New York College at Geneseo 1979 — 1983
BA, Communications
Curt Patterson's Financial Architects Experience 1998 - Present
Job Financial Architects Financial Strategy Specialists
Industry Financial Services
Experience
Financial Architects 1998 - Present
Mudd Advertising August 1997 - January 1998
American Financial Management, LTD January 1997 - June 1997
Penncorp Financial 1981 - 1996
Skills
Strategy, Leadership Development, Leadership, Investments, Insurance, Strategic Planning, Finance, Business Analysis, Start-ups, New Business Development, Financial Analysis, Business Planning, Business Development, Entrepreneurship, Employee Benefits
Education
University of Northern Iowa 1979 — 1981
BA, Administrative Management
Waldorf College 1975 — 1980
AA, Business
Financial Architects 1998 - Present
Mudd Advertising August 1997 - January 1998
American Financial Management, LTD January 1997 - June 1997
Penncorp Financial 1981 - 1996
Skills
Strategy, Leadership Development, Leadership, Investments, Insurance, Strategic Planning, Finance, Business Analysis, Start-ups, New Business Development, Financial Analysis, Business Planning, Business Development, Entrepreneurship, Employee Benefits
Education
University of Northern Iowa 1979 — 1981
BA, Administrative Management
Waldorf College 1975 — 1980
AA, Business
Jim Nevin's Financial Architects Experience February 2002 - December 2002
Job Technology Project Manager at FIS
Industry Computer Software
Experience
Fidelity Information Services January 2003 - Present
Financial Architects February 2002 - December 2002
S1 Corporation February 1998 - February 2002
Bank of America 1994 - 1998
BNY Mellon 1990 - 1994
Skills
Banking, Project Planning, Project Delivery, Project Execution, Project Coordination, Software Project..., SDLC, Project Estimation, MS Project, Business Analysis, Regulatory Reporting, Visio, Requirements Analysis, Requirements Gathering, Business Requirements, Testing, Software Design, Team Leadership, Collaboration, Budget Process, Analysis, Management, Project Management, Leadership, Process Improvement, Vendor Management
Education
Nazareth College 1990 — 1994
BS, Business Administration
Fidelity Information Services January 2003 - Present
Financial Architects February 2002 - December 2002
S1 Corporation February 1998 - February 2002
Bank of America 1994 - 1998
BNY Mellon 1990 - 1994
Skills
Banking, Project Planning, Project Delivery, Project Execution, Project Coordination, Software Project..., SDLC, Project Estimation, MS Project, Business Analysis, Regulatory Reporting, Visio, Requirements Analysis, Requirements Gathering, Business Requirements, Testing, Software Design, Team Leadership, Collaboration, Budget Process, Analysis, Management, Project Management, Leadership, Process Improvement, Vendor Management
Education
Nazareth College 1990 — 1994
BS, Business Administration
Tim Simmons's Financial Architects Experience January 2003 - April 2004
Job Managing Partner at McGill Rediger & Simmons Insurance Brokerage
Industry Insurance
Experience
McGill Rediger & Simmons Insurance Brokerage July 2006 - Present
Ohio National Financial Serivces May 2004 - November 2013
Financial Architects January 2003 - April 2004
New York Life Insurance Company September 2001 - December 2002
John Hancock Financial Services January 1999 - August 2001
John Hancock Financial Services December 1996 - December 1998
Skills
Long-term Care, Investments, Disability Insurance, Estate Planning, Strategic Planning, Insurance, Customer Service, Life Insurance, Fixed Annuities, Sales Management, Strategic Financial..., Business Planning, New Business Development, Asset Managment, Account Management, Retirement Planning, Lead Generation, IRAs, Underwriting, Small Business, Retirement, Long Term Care Insurance
Education
Central College
Bachelor of Arts (B.A.), Political Science and Government
Hanover College
McGill Rediger & Simmons Insurance Brokerage July 2006 - Present
Ohio National Financial Serivces May 2004 - November 2013
Financial Architects January 2003 - April 2004
New York Life Insurance Company September 2001 - December 2002
John Hancock Financial Services January 1999 - August 2001
John Hancock Financial Services December 1996 - December 1998
Skills
Long-term Care, Investments, Disability Insurance, Estate Planning, Strategic Planning, Insurance, Customer Service, Life Insurance, Fixed Annuities, Sales Management, Strategic Financial..., Business Planning, New Business Development, Asset Managment, Account Management, Retirement Planning, Lead Generation, IRAs, Underwriting, Small Business, Retirement, Long Term Care Insurance
Education
Central College
Bachelor of Arts (B.A.), Political Science and Government
Hanover College
Jason Morrow's Financial Architects Experience September 2012 - March 2013
Job owner/project manager at Affordable Maintenance
Industry Construction
Experience
Affordable Maintenance April 2012 - Present
Financial service broker March 2013 - January 2015
Financial Architects September 2012 - March 2013
Checklist Boards May 2012 - November 2012
DeVry University January 2009 - May 2012
THE CABOT GROUP July 2009 - March 2012
honest, Affordable Maintenance and cleaning March 2012 - 2012
Pooler Enterprises January 1997 - December 2005
school 1995 October 1995 - November 1995
US Army January 1991 - January 1995
Skills
HVAC, Site Development, Social Sciences, Microsoft Office, Office Management, Masonry, Financial Analysis, Contractors, Business Development, Employee Benefits, Bookkeeping, Composition, Microsoft Excel, Materials, Knowledge Management, Trading, Renovation, Electricians, Windows, Quality Management, Customer Service, Cleaning, Carpentry, Project Management, Budgets, Management, Time Management, Facilities Management, Sales, PowerPoint, Microsoft Word, Outlook, Team Building, Training, Leadership, Process Scheduler, Supervisory Skills, Project Planning, Residential Homes, Strategic Planning, Contract Negotiation, Troubleshooting, Contract Management, Negotiation, Customer Satisfaction, Plumbing, Real Estate, Property Management, Construction Management, Construction
Education
DeVry University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Project Management
US Army 1991 — 1995
Power Generation equipment repair, Mechanics and Repairers, General, E4
Pal-Mac 1987 — 1991
Graduated Higjschool, High School/Secondary Diplomas and Certificates
Affordable Maintenance April 2012 - Present
Financial service broker March 2013 - January 2015
Financial Architects September 2012 - March 2013
Checklist Boards May 2012 - November 2012
DeVry University January 2009 - May 2012
THE CABOT GROUP July 2009 - March 2012
honest, Affordable Maintenance and cleaning March 2012 - 2012
Pooler Enterprises January 1997 - December 2005
school 1995 October 1995 - November 1995
US Army January 1991 - January 1995
Skills
HVAC, Site Development, Social Sciences, Microsoft Office, Office Management, Masonry, Financial Analysis, Contractors, Business Development, Employee Benefits, Bookkeeping, Composition, Microsoft Excel, Materials, Knowledge Management, Trading, Renovation, Electricians, Windows, Quality Management, Customer Service, Cleaning, Carpentry, Project Management, Budgets, Management, Time Management, Facilities Management, Sales, PowerPoint, Microsoft Word, Outlook, Team Building, Training, Leadership, Process Scheduler, Supervisory Skills, Project Planning, Residential Homes, Strategic Planning, Contract Negotiation, Troubleshooting, Contract Management, Negotiation, Customer Satisfaction, Plumbing, Real Estate, Property Management, Construction Management, Construction
Education
DeVry University 2009 — 2012
Bachelor of Business Administration (B.B.A.), Project Management
US Army 1991 — 1995
Power Generation equipment repair, Mechanics and Repairers, General, E4
Pal-Mac 1987 — 1991
Graduated Higjschool, High School/Secondary Diplomas and Certificates
Sarah England Daniels's Financial Architects Experience June 2012 - October 2014
Job Executive Assistant at Upstate Special Needs Planning
Industry Financial Services
Experience
Upstate Special Needs Planning October 2014 - Present
Financial Architects June 2012 - October 2014
University of Rochester April 2011 - June 2012
Walt Disney World June 2006 - February 2011
Education
University of Cincinnati 2002 — 2006
Bachelor of Arts (BA), Communication
Upstate Special Needs Planning October 2014 - Present
Financial Architects June 2012 - October 2014
University of Rochester April 2011 - June 2012
Walt Disney World June 2006 - February 2011
Education
University of Cincinnati 2002 — 2006
Bachelor of Arts (BA), Communication