Financial Brokerage

Industry: Occupation

Description

A stockbroker or share broker is a regulated professional individual, usually associated with a brokerage firm or broker-dealer, who buys and sells stocks and other securities for both retail and institutional clients through a stock exchange or over the counter in return for a fee or commission. Median pay (annual): 71,550 USD (2015) Median pay (hourly): 34.4 USD (2015) Entry level education: Bachelor's degree Projected 10-year growth: 10% (2014) Number of jobs: 341,500 (2014) Similar professions: Real Estate Broker, Insurance Agent, Financial adviser, Financial Analyst, Financial manager People also search for: Trader, Broker, Stock trader,

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25 Financial Brokerage employees in database. Find out everything there's to know about Financial Brokerage 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.

Financial Brokerage Employees

Employee
Years
Job
Industry
Jason Bailey Jason Bailey Miami/Fort Lauderdale Area Details
Jason Bailey's Financial Brokerage Experience August 2009 - Present
Job Financial Recruiter Training & Developing LEADERS.
Industry Financial Services
Experience
Financial Brokerage   August 2009 - Present
Private School  2006 - 2010

Skills
Coaching, Teaching, Reducing Expenses, Term Life Insurance, Insurance, Finance, Financial Services, Entrepreneurship, Fixed Annuities, Investments, Social Networking, Budgets, Leadership, Marketing, Strategic Financial..., Business, Financial Education, Money, Life Insurance, Long Term Care, IRA's, Savings, Protection, 401k, Budgeting, Entrepreneur, Asset Protection, Mutual Funds, Personal Development, Portfolio Management, Retirement Planning, Personal Finance, Fixed Indexed Annuities, Variable Annuities, College Savings Plans, Debt Elimination, Legal Insurance, Training & Development, Sales Management, Organization Building, Recruiter, Long-term Care, Small Business

Education
Broward College   2001 — 2003
Associate of Science (A.S.), Technology

ITT Technical Institute-Fort Lauderdale   1996 — 1998
Associate of Science (AS), Electrical, Electronic and Communications Engineering Technology/Technician

Aimee Richards Aimee Richards Greater Omaha Area Details
Aimee Richards's Financial Brokerage Experience August 1991 - October 2000
Job Senior Accountant at Carson Wealth Management Group
Industry Executive Office
Experience
Carson Wealth Management Group  July 2012 - Present
Blue Cross and Blue Shield of Nebraska  January 2012 - July 2012
Omaha Buyers Broker   March 2011 - November 2011
QA3 Financial Corp  October 2000 - April 2011
Financial Brokerage   August 1991 - October 2000

Skills
Microsoft Office, Customer Service

Education
University of Nebraska at Omaha   1991 — 1995
Elementary Education

donna ries donna ries Greater Omaha Area Details
donna ries's Financial Brokerage Experience September 2013 - Present
Job Insurance Professional
Industry Insurance
Experience
Financial Brokerage   September 2013 - Present
Mutual of Omaha  February 2008 - October 2008
Physicians Mutual Insurance Company  March 2000 - December 2007
AmerUs/Delta Life and Annuity   August 1998 - March 2000

Skills
Life Insurance, Retirement Planning, Long Term Care Insurance, Insurance, Whole Life, Long-term Care, Underwriting, Fixed Annuities, Health Insurance, Marketing, Employee Benefits, Training, 401k, Estate Planning, Sales, Retirement, Disability Insurance, Universal Life, Term Life Insurance, Financial Planners, Medicare, Critical Illness

Education
University of Nebraska at Omaha   1983 — 1988
BSBA, Marketing Management

Larry Pike, CLU, ChFC, LTCP, MA Larry Pike, CLU, ChFC, LTCP, MA Greater Omaha Area Details
Larry Pike, CLU, ChFC, LTCP, MA's Financial Brokerage Experience 1998 - 2000
Job Manager, Enrollment Services at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group  March 2015 - Present
Lincoln Financial Group  July 2013 - Present
Lincoln Financial Group  May 2010 - Present
Colonial Life  May 2008 - April 2010
Physicians Mutual  2003 - 2006
Senior Market Sales Inc  2000 - 2003
Financial Brokerage   1998 - 2000

Skills
Fixed Annuities, Health Insurance, Insurance, Term Life Insurance, Worksite, Sales Rep Training, Life Insurance, Disability Insurance, Long Term Care Insurance, Medicare, Medicare Advantage, Enrollment Services, Group Insurance, Instructor-led Training, Property & Casualty..., Vision, Public Speaking, Dental Insurance, Sales Support Tools, Brokers, Employee Benefits

Education
University of Oklahoma   2006 — 2008
Master of Arts (M.A.), Managerial Economics

Wichita State University   1999 — 2001
Bachelor of Science (BS), Marketing

Sarah Stewart Sarah Stewart Omaha, Nebraska Details
Sarah Stewart's Financial Brokerage Experience February 2012 - Present
Job Chief Operating Officer at Financial Brokerage
Industry Insurance
Experience
Financial Brokerage   February 2012 - Present
Financial Brokerage   April 2002 - February 2012
Utah Local Governments Trust  May 1998 - February 2002

Skills
Insurance, Fixed Annuities, Long-term Care, Disability Insurance, Life Insurance, Term Life Insurance, Retirement Planning, Health Insurance, Underwriting, Team Building, Process Improvement, Brokers, Retirement, Whole Life, Series 65, 401k, Estate Planning, Financial Planners, Financial Services, Wealth Management, Marketing, Social Media Marketing, Long Term Care Insurance, Medicare, Wealth, IRAs, Commercial Insurance, General Insurance, Financial Planning

Education
The American College   2007 — 2009
CLU, ChFC

University of Nebraska at Omaha   2005 — 2007
Master of Business Administration (MBA), Business Administration

University of Utah   1998 — 2001
Bachelor of Science (B.S.), Mathematics with emphasis in Statistics

John Wittenbrink John Wittenbrink San Francisco Bay Area Details
John Wittenbrink's Financial Brokerage Experience June 2004 - January 2009
Job Independent Financial Services Professional
Industry Financial Services
Experience
Financial Brokerage   June 2004 - January 2009
CNA Life Insurance Co   September 1999 - April 2004
CNA Life Insurance  January 1991 - August 1999

Education
The American College   1986 — 1987
MSFS, Financial Services

Southern Illinois University, Carbondale   1969 — 1973
BS, Administration of Justice

Saint Boniface

Chad Mihm Chad Mihm Greater Omaha Area Details
Chad Mihm's Financial Brokerage Experience 2007 - 2009
Job Retirement Plan Consultant at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha  April 2009 - Present
Mutual of Omaha  April 2009 - Present
Financial Brokerage   2007 - 2009
Legent Clearing  2000 - 2006
1st National Bank of Omaha   1998 - 2000

Education
University of Nebraska at Omaha   1992 — 1994
B.S., Small Business Management

University of Nebraska-Lincoln

Rebecca M. Steiner Rebecca M. Steiner Louisville, Colorado Details
Rebecca M. Steiner's Financial Brokerage Experience March 2006 - March 2009
Job Tier 2 Helpdesk
Industry Information Technology and Services
Experience
Kelly Services  September 2014 - Present
Clear Creek Tax   2013 - September 2014
Allstate  May 2013 - October 2013
Alpine Access  September 2012 - May 2013
Bank of the West  July 2012 - September 2012
BioMatrix International   May 2011 - June 2012
Warren Federal Credit Union  November 2010 - May 2011
Cheyenne Regional Medical Center  May 2009 - October 2010
Financial Brokerage   March 2006 - March 2009
Aflac  2004 - 2005

Skills
Help Desk Support, Microsoft Office, Process Improvement, Customer Service, Leadership, Team Building, Strategic Planning, Management, Time Management, Call Centers, Analysis, Quality Assurance, Data Analysis, Team Leadership

Education
Colorado State University-Global Campus   2014 — 2015
Bachelor's Degree, Information Technology, 3.78

Metropolitan Community College   2006 — 2008
Associate of Science (A.S.), Business Management

North Platte High School   1994 — 1998

David R. Corwin, CLU® David R. Corwin, CLU® Greater Omaha Area Details
David R. Corwin, CLU®'s Financial Brokerage Experience November 2004 - Present
Job Sales Manager at Financial Brokerage
Industry Insurance
Experience
Financial Brokerage   November 2004 - Present

Skills
Life Insurance, Term Life Insurance, Customer Service, Disability Insurance, Fixed Annuities, Strategic Planning, Team Building, Sales, Sales Management, Employee Benefits

Education
The American College   2012 — 2012
CLU

Michelle Daharsh Michelle Daharsh Omaha, Nebraska Details
Michelle Daharsh's Financial Brokerage Experience September 2015 - Present
Job Sales & Marketing at Financial Brokerage
Industry Insurance
Experience
Financial Brokerage   September 2015 - Present
The Ark Group, LLC   2007 - September 2015
Assurity Life  2004 - 2007
Lincoln Benefit Life Insurance Company   2000 - 2002
State Farm Insurance  1996 - 1997

Skills
Long Term Care, Annuities, Fixed Annuities, Medicare Supplements, Medicare, Long-term Care, Disability Insurance, Underwriting, Insurance, Health Insurance, Term Life Insurance, Long Term Care Insurance, Critical Illness, Life Insurance, Whole Life, Universal Life, Brokers, Health Savings Accounts, Accident, Insurance Brokerage, IRAs, 401k

Education
University of Nebraska-Lincoln   1995 — 2000

Jesse Mann Jesse Mann Greater Omaha Area Details
Jesse Mann's Financial Brokerage Experience April 2003 - July 2003
Job Senior Staff Accountant at First Data Corporation
Industry Accounting
Experience
First Data Corporation  June 2015 - Present
Bank of the West  November 2013 - June 2015
ACI Worldwide  December 2007 - November 2013
ConAgra Foods  June 2004 - December 2007
Qwest  August 2003 - June 2004
Financial Brokerage   April 2003 - July 2003
Lowe's Home Improvement  July 2000 - April 2003

Skills
Financial Reporting, Account Reconciliation, Accounts Receivable, SQL, Accounts Payable, Forecasting, Access, Oracle E-Business Suite, Accounting, Excel, General Ledger, SAP, SOX, Documentation, Financial Analysis, Process Improvement, Customer Service, Problem Solving, Analysis, Microsoft Office, Word, Compliance, Billing, Outlook, PowerPoint, Revenue Recognition, Revenue Analysis, SOP 97-2, Journal Entries, Balance Sheet, US GAAP, Oracle Applications, Oracle Discoverer, Data Migration, Analytical Reasoning, Flexible Team Player, Goal Oriented, Effective Time..., Hyperion Financial..., Essbase, Planning Budgeting &..., Cost Allocation, Finance, Financial Accounting, Variance Analysis, Financial Forecasting, Salesforce.com, Auditing, Sales, Microsoft Excel

Education
Bellevue University   2009 — 2009
Accounting Certification, Accounting

Northwest Missouri State University   2000 — 2002
Bachelors Degree, Geographic Information Science and Cartography

Missouri Western State College   1996 — 1999
Accounting; finance, business administration, as well as journalism; Business Administration

East Buchanan C-1 High School   1992 — 1996
High School Academic Diploma

Greg Vacek Greg Vacek Greater Omaha Area Details
Greg Vacek's Financial Brokerage Experience 1989 - 1991
Job Owner, Managing Director, The Alternative Board (TAB Midlands) ♦ Helping business owners grow their profits
Industry Management Consulting
Experience
TAB Midlands   2005 - Present
Midlands Business Development, LLC   2011 - Present
Heartland Health Therapy & Sleep Disorders   2001 - 2005
Producers America, Inc.   1991 - 2001
Financial Brokerage   1989 - 1991

Skills
Strategic Planning..., Management Consulting, Cost Control, Business Process..., Strategic Planning, Business Planning, Business Coaching, Business Strategy, Market Planning, Small Business, Peer Groups, Facilitations, New Business Development, Entrepreneurship, Executive Coaching, Organizational..., Executive Management, Strategy, Leadership Development, Coaching, Leadership, Contract Negotiation, Management, CRM, Team Leadership, Facilitators, Team Building, Start-ups, Mergers & Acquisitions, Marketing, Training, Performance Management, Negotiation, Project Planning, Strategic Partnerships, Consulting, Change Management, Sales, Marketing Strategy, Business Development, Sales Management, Strategic Consulting, Investments, Lead Generation, Online Marketing, Analysis, B2B, Selling, Business, Policy

Education
Iowa State University   1973 — 1977
B.S., Economics/Industrial Engineering

Creighton Prep   1969 — 1973

Jaime Connor Jaime Connor Omaha, Nebraska Details
Jaime Connor's Financial Brokerage Experience July 2004 - March 2010
Job Talent Acquisition Partner at Werner Enterprises
Industry Staffing and Recruiting
Experience
Werner Enterprises  January 2015 - Present
Aureus Group  February 2014 - January 2015
The Baltimore Life Insurance Company  March 2010 - January 2014
Financial Brokerage   July 2004 - March 2010

Skills
Marketing, Recruiting, Sales Management, Marketing Communications, Salesforce.com, Product Marketing, Cold Calling, Sales Presentations, Direct Sales, Business Travel, Time Management, Work Independently with..., Sales, Account Management, Lead Generation, Insurance, New Business Development, Selling, Marketing Strategy, Online Marketing, Life Insurance, Email Marketing, Customer Service, Business Process..., Internal Communications, Social Networking, Management, Term Life Insurance, Business Networking, Training, Talent Acquisition, Hiring, Human Resources

Education
University of Missouri-Columbia
Business, Marketing

Chet Adamson Chet Adamson Omaha, Nebraska Details
Chet Adamson's Financial Brokerage Experience April 2002 - April 2006
Job Preventive Maintenance at RED Development
Industry Marketing and Advertising
Experience
DEX Media  February 2014 - Present
RED Development  December 2009 - Present
DEX Media  January 2012 - February 2014
Pacific Life  June 2010 - February 2012
Lifetime Financial Group  March 2008 - April 2010
Financial Brokerage   April 2002 - April 2006
Mutual of Omaha  June 2000 - April 2002
TD Ameritrade  March 1997 - April 2000

Skills
Management, Inventory Management, Financial Services, Online Advertising, Sales Management, Life Insurance, New Business Development, Salesforce.com, Mobile Advertising, Search Advertising, Event Management, Account Management, Annuity Sales, Options Strategies, Lease Options, Physical Inventory, Sound Design, Warehousing, Stock Trading, Google Adwords, Yahoo Search Marketing, E-commerce SEO, Customer Support, Visual Merchandising, Team Management, Microsoft Office, Sales, Marketing, Advertising, Training, Budgets, Customer Retention, Online Marketing, Sales Presentations, Customer Acquisition, Direct Sales, B2B, Email Marketing, Market Planning, Product Marketing, Social Media Marketing, Digital Marketing, SEM, Social Networking, PPC, Brand Awareness

Education
Bellevue University   1992 — 1995
BS, Business/Managerial Economics

Iowa Western Community College   1989 — 1992
Associate of Arts (AA), Business Administration and Management, General

Thomas Jurek, MBA, CLU Thomas Jurek, MBA, CLU Greater Omaha Area Details
Thomas Jurek, MBA, CLU's Financial Brokerage Experience November 2008 - August 2010
Job Agency Manager at Beardmore Insurance Services
Industry Insurance
Experience
Allstate  July 2013 - Present
Art Jetter & Company  August 2010 - May 2013
Financial Brokerage   November 2008 - August 2010
Shelter Insurance Company  April 2005 - January 2008
Farm Bureau Financial Services  June 1998 - April 2005
Word Data Systems   January 1997 - January 1998
Huntel Communication   January 1995 - January 1997
ISAC Systems   January 1994 - January 1995
Prudential  January 1990 - January 1994
CONTEL Federal Systems  January 1989 - January 1990

Skills
Long Term Care, Insurance, Annuities, Joomla, Web Design, Web Analytics, Sales Management, Microsoft Office, PC maintenance, Online Marketing, Email Marketing, Fixed Annuities, Long-term Care, Life Insurance, Recruiting, Computer Maintenance, Training, Umbrella Insurance, Customer Service, Marketing, Management, Sales Presentations, Selling, New Business Development, Disability Insurance, Long Term Care Insurance, Sales, Employee Benefits, Cold Calling, Universal Life, Health Insurance, Underwriting, Whole Life, Brokers, Property & Casualty..., Term Life Insurance

Education
Florida Institute of Technology   2011 — 2013
MBA, Internet Marketing

The American College   1990 — 2010
CLU, LUTCF, FSS

Southern Illinois University   1988 — 1989
Bachelor of Science, Electronics Management

Todd W. Morrissey Todd W. Morrissey Greater Omaha Area Details
Todd W. Morrissey's Financial Brokerage Experience December 1994 - February 1998
Job National Marketing Manager at Premier Companies, INC.
Industry Insurance
Experience
Premier Companies, INC.   December 2012 - Present
Manhattan Life Insurance Company and its affiliated entities   July 2012 - December 2012
N and T Consulting, LLC   May 2009 - July 2012
Universal American  June 2006 - May 2009
PacifiCare Health Systems  June 2005 - April 2006
Mutual of Omaha  March 1998 - May 2005
Financial Brokerage   December 1994 - February 1998
Farm Bureau Financial Services  March 1993 - December 1994

Skills
Long Term Care, Brokers, Medicare, Medicare Supplements, Health Insurance, Insurance, Fixed Annuities, Disability Insurance, Term Life Insurance, Medicare Part D, Managed Care, Life Insurance, Medicaid, Health Policy, Critical Illness, Healthcare, Long-term Care, Recruiting, Team Leadership, Management, Whole Life, Marketing, Small Business, Claim, Training, Long Term Care Insurance, Leadership, Universal Life, Sales, Retirement, Accident

Education
Chadron State College   1987 — 1992
BA, History

Lisa Maneely Holl Lisa Maneely Holl Greater Omaha Area Details
Lisa Maneely Holl's Financial Brokerage Experience May 1998 - August 2000
Job Sr Product Integration Manager at PayPal
Industry Financial Services
Experience
PayPal  October 2010 - Present
PayPal  March 2006 - October 2010
THT Designs  April 2005 - September 2005
First National Bank of Omaha  August 2000 - February 2005
Financial Brokerage   May 1998 - August 2000
First Data Resources  May 1997 - May 1998
Bland & Associates, PC   November 1995 - May 1997
Lengemann & Associates, PC   December 1992 - November 1995
Deloitte & Touche  August 1987 - December 1992

Skills
Finance, Accounting, E-commerce, Credit Cards, E-payments, Management, Payments, Cross-functional Team..., Financial Modeling, Product Management, Analytics, Electronic Payments, Business Analysis, Mobile Payments, Process Improvement, Vendor Management

Education
University of Nebraska-Lincoln   1983 — 1987
BSBA, Accounting

Jeremy Novak Jeremy Novak Greater Omaha Area Details
Jeremy Novak's Financial Brokerage Experience 2002 - April 2006
Job Software Developer at Farm Credit Services of America
Industry Information Technology and Services
Experience
Farm Credit Services of America  January 2009 - Present
I2C Technologies   August 2006 - Present
Financial Brokerage   2002 - April 2006
Farm Credit Services of America  2006 - 2006
Quilogy  2000 - 2002
Pamida  1998 - 2000
Corporate Express  1996 - 1997
United States Air Force  January 1993 - December 1996

Education
University of Nebraska at Omaha   1994 — 2000

Cindy Neubauer Cindy Neubauer Greater Omaha Area Details
Cindy Neubauer's Financial Brokerage Experience February 2002 - March 2004
Job Case Manager at Mid America Agency Services
Industry Insurance
Experience
Mid America Agency Services   August 2004 - Present
Financial Brokerage   February 2002 - March 2004

Education
Metropolitan Community College   2005 — 2007
Insurance

Shane Andersen Shane Andersen Greater Omaha Area Details
Shane Andersen's Financial Brokerage Experience November 2009 - January 2010
Job Delivery driver for FedEx Ground
Industry Package/Freight Delivery
Experience
K.C. Lamb Inc.   November 2013 - Present
Aureus Medical Group  August 2012 - October 2013
Milk & More   September 2010 - August 2012
Milk2You   May 2010 - September 2010
Kohl's Department Stores  May 2008 - July 2010
Wells Fargo  January 2010 - May 2010
Financial Brokerage   November 2009 - January 2010
Pacific Life Annuities & Mutual Funds   March 2008 - October 2009
New York Life  December 2006 - February 2008
Rhoden Loan City   August 2006 - December 2006

Skills
Sales, Customer Service, Cold Calling, Account Management, Recruiting, Sales Operations, Insurance, Selling, Marketing, B2B, Sales Process, Customer Retention

Education
Metropolitan Community College   2003 — 2004
N/A, Business

Iowa State University   1999 — 2002
N/A, General

Edward Wieger Edward Wieger Greater Omaha Area Details
Edward Wieger's Financial Brokerage Experience Chief Executive OfficerFinancial Brokerage, IncJuly 2014 - Present
Job Chief Executive Officer at Financial Brokerage, Inc
Industry Insurance
Experience
Financial Brokerage   Chief Executive OfficerFinancial Brokerage, IncJuly 2014 - Present
Ag Processing Inc a cooperative  1989 - 1997
Ag Processing Inc  1988 - 1996

Skills
Life Insurance, Financial Reporting, Term Life Insurance, Insurance, Tax

Education
University of Nebraska at Omaha   1980 — 1986
BSBA, Accounting

Jarrod Lamp Jarrod Lamp Greater Omaha Area Details
Jarrod Lamp's Financial Brokerage Experience 2005 - 2006
Job Consulting System Engineer at World Wide Technology
Industry Information Technology and Services
Experience
World Wide Technology  June 2013 - Present
ACI Worldwide  April 2012 - June 2013
Infocrossing  August 2010 - April 2012
Infocrossing  2008 - 2010
Infocrossing  2007 - 2008
E-Frame LLC   2006 - 2007
Financial Brokerage   2005 - 2006
Werner Enterprises  2003 - 2005

Skills
NetApp, Data Center, ITIL, VMware ESX, Servers, DNS, Active Directory, Disaster Recovery, Virtualization, VMware, Windows Server, SAN, Cisco Technologies, Citrix, Cloud Computing, Firewalls, HP, IT Management, High Availability, IT Operations, IT Service Management, NAS, Networking, Storage, Red Hat Linux, Storage Area Networks, vSphere

Education
Metropolitan Community College

New Mexico State University

Laura Mace Laura Mace Greater Omaha Area Details
Laura Mace's Financial Brokerage Experience 1998 - 2003
Job Senior Client Representative at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha  August 2008 - Present
Lincoln Financial Group  November 2004 - August 2008
Coldwater Creek  2003 - 2004
Financial Brokerage   1998 - 2003

Skills
Account Management, Supervisory Skills, Project Management, Disability Insurance, Insurance, Customer Service, Team Building, Process Improvement, Microsoft Excel, Claim, Team Leadership, Change Management, Software Documentation, Life Insurance, Health Insurance, Underwriting, Training, Term Life Insurance, Business Analysis, Sales Management, Employee Benefits, Leadership, Analysis, Call Centers, Risk Management, Brokers, Universal Life, Health Savings Accounts, Whole Life, Long Term Care Insurance, Customer Retention, Sales, General Insurance, Long-term Care, Critical Illness, Group Insurance, Customer Satisfaction, Mutual Funds, Accident Insurance, 401k

Education
Metropolitan Community College   1999 — 2001
Sales and Marketing

University of Nebraska at Omaha   1995 — 2001
Sales and Marketing

Joleen Misek Joleen Misek Greater Omaha Area Details
Joleen Misek's Financial Brokerage Experience August 1983 - Present
Job President & Chief Executive Officer at Financial Brokerage
Industry Insurance
Experience
Financial Brokerage   August 1983 - Present

Skills
Fixed Annuities, Life Insurance, Disability Insurance, Long-Term Care Insurance

Education
University of Nebraska at Omaha   1979 — 1983

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