Financial Designs, Inc.
Address: 11225 College Blvd # 300, Overland Park, KS 66210 Hours: Closed ⋅ Opens 9AM Mon SundayClosedMonday9AM–5PMTuesday8AM–5PMWednesday8AM–5PMThursday8AM–5PMFriday8AM–5PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (913) 451-4747: : Place name: : : Website: : Category: : Website: http://financialdesignsinc.com/ Category: Financial Planner Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Financial Designs Inc Posting publicly on the Web Write a review Reviews Be the first to review
Financial Designs, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Financial Designs, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Financial Designs, Inc. Salaries. You can even request information on how much does Financial Designs, Inc. pay if you want to. Learn about salaries, pros and cons of working for Financial Designs, Inc. directly from the past employees.
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Financial Designs, Inc. Employees
Improving the Health of your People....and your business Creating High Performance Health Strategies for mid-sized companiesCoBiz InsuranceJanuary 2010 - Present
Financial Designs, Inc. September 2004 - January 2010
Two Pines Benefit Solutions, Inc. September 1995 - September 2004
Prudential Healthcare 1987 - 1995
Skills
Business Succession..., Business Continuity, Disability Insurance, Corporate Wellness, Employee / Participant ..., Consumer Driven Health..., Retirement Plans / 401k, Insurance, Employee Benefits, Health, 401k, Retirement, Strategic Planning, Health Insurance, Long Term Care, Benefits, Underwriting, Executive Management, Compliance, Consumer Healthcare, Brokers, COBRA, Life Insurance, Long-term Care, Investments, Professional Liability, Workers Compensation, Term Life Insurance, Commercial Insurance, Benefits Administration, Property & Casualty..., Liability, Casualty, Claim
Education
The American College 1995 — 1998
CLU, Planning for Business Owners and Professionals
St Olaf College, Northfield, MN 1982 — 1986
B.A., Psychology
McGladrey August 2015 - Present
Financial Designs, Inc. January 2010 - August 2015
The University of Kansas August 2014 - January 2015
Over the Top Cupcake and Yogurt Shoppe April 2010 - May 2011
Skills
Accounting, Income Tax, QuickBooks, Tax Preparation, Bookkeeping, Business Process..., Management, Management Consulting, Financial Analysis, Internal Controls
Education
The University of Kansas 2014 — 2015
Master's degree, Accounting
Ottawa University-Kansas City 2011 — 2013
Bachelor of Arts (B.A.), Business Administration, 4.0
Financial Designs, Inc. 1979 - Present
Skills
Investments, Retirement Planning, New Business Development, Strategy, Finance, Portfolio Management, Employee Benefits, Sales Management, Financial Services, Wealth Management, Retirement, Financial Advisory, Strategic Financial..., Mutual Funds
Education
University of Missouri-Columbia 1975 — 1979
Bachelor's degree, Finance and Banking
Colliers International Kansas City August 2013 - Present
Colliers International Kansas City August 2011 - July 2013
Colliers International Kansas City September 2010 - July 2011
Financial Designs, Inc. June 2008 - September 2010
Skills
Customer Service, Sales, Microsoft Excel, Event Planning, Marketing, Real Estate, Microsoft Office, Research, Microsoft Word, Social Media Marketing, Market Research, Social Media, Strategic Planning, Public Relations, Marketing Communications, Marketing Strategy
Education
Abilene Christian University 2007 — 2010
Management
Financial Designs, Inc. October 2010 - Present
The Resource Group LC (now Willis) July 1997 - August 2009
Paul Revere Insurance Group (now UNUM) May 1982 - July 1997
Robert Half of Kansas City and St. Louis August 1980 - May 1982
Skills
Disability Insurance, Marketing Strategy, Insurance, Retirement Planning, Health Insurance, Life Insurance, Employee Benefits
Education
University of Missouri-Columbia 1976 — 1980
BA, Psychology and Communications
Financial Designs, Inc. January 2011 - Present
Cambridge Investment Research July 2007 - Present
Bank of America September 2005 - June 2007
John Hancock January 2001 - September 2005
Zurich Kemper Life 1997 - 2001
Skills
Series 7, Series 63, Insurance, Life Insurance, Disability Insurance, Mutual Funds, 401k, Retirement, Wealth Management, Retirement Planning, Financial Advisory, Health Insurance, Financial Services, Portfolio Management, Employee Benefits, Finance, Securities, IRAs, Investment Advisory, Long Term Care Insurance, Estate Planning, Strategic Financial..., Financial Planners
Education
University of Missouri-Kansas City 1993 — 1997
BS, Business Communications
Bankers Insurance, LLC August 2004 - Present
Financial Designs, Inc. October 1990 - August 2004
McDermott International Inc. June 1980 - August 1985
Skills
Consulting, Executive Benefits,..., Designing Retirement..., Individual Life and..., Group Dental Insurance, Employee Benefits
Education
Bluefield College 1967 — 1969
Associate of Science (A.S.), Business/Science
Brookville High School 1963 — 1967
Regular Diploma, business/academic
Financial Designs, Inc. 1999 - Present
Education
Kansas State University 1994 — 1997
Bachelor of Science, Biology and Education
Colorado Association of Funders February 2012 - Present
Build Change 2010 - February 2012
New Concept Information Systems Pvt. Ltd. June 2009 - August 2009
Colorado Homes & LifestylesDenver, August 2006 - January 2008
Financial Designs, Inc. August 2005 - August 2006
Skills
Fundraising, Program Evaluation, Grants, Research, Event Management, Strategic Planning, Report Writing, Non-profits, Analysis, Event Planning, Social Media, Public Speaking, Market Research, Nonprofits, Program Management, Budgets
Education
Josef Korbel School of International Studies, University of Denver 2007 — 2009
M.A., International Human Rights & Global Health
University of Denver - Daniels College of Business 2001 — 2005
BSBA, Finance
Moriarty Consulting, Inc May 2007 - Present
Ameriprise Financial, Inc. October 2005 - April 2007
American Express Financial Advisors January 2001 - April 2007
American Express Financial Advisors December 1999 - December 2000
American Express Financial Advisors November 1997 - November 1999
American Express Financial Advisors October 1996 - November 1997
Financial Designs, Inc. January 1994 - November 1994
Waddell & Reed Financial Services September 1988 - July 1992
St. Elizabeth Ann Seton Catholic Church 1984 - 1988
Skills
Leadership, Process Improvement, SDLC, Financial Services, Business Process, Outsourcing, Governance, Project Management, MS Project, PMO, Consulting, Vendor Management
Education
College for Financial Planning 1995 — 1998
CFP, Financial Planning
Loyola University of Chicago
Master of Pastoral Studies, Counseling Psychology, Pastoral Counseling, Sociology, Education
Marquette University
Bachelor's Degree, Majors: Sociology and Theology. Minor: Psychology
The Jesuit School of Theology at Berkeley
STL, MDiv, Theology, Scripture, Spirituality, Pastoral Theology, Liturgical Theology
Financial Designs, Inc. April 2015 - Present
Flawless Tan March 2012 - Present
Arbonne International October 2010 - Present
Skills
Sales, Marketing, Account Management, Public Speaking, Microsoft Office, Social Media Marketing, Social Media, Public Relations, Skin Care, Coaching, Retail, Merchandising, Small Business, Social Networking, Customer Service
Education
University of Nebraska-Lincoln
Financial Designs, Inc. January 2014 - Present
Service Management Group January 2013 - November 2013
Service Management Group September 2011 - December 2012
Service Management Group November 2009 - August 2011
Service Management Group July 2008 - October 2009
Service Management Group August 2007 - June 2008
Service Management Group August 2006 - July 2007
Service Management Group September 2005 - July 2006
Philip Morris June 2004 - August 2005
Skills
Customer Insight, Market Research, Data Analysis, Marketing Research, Analytics, Project Management, Market Analysis, Research Design, Quantitative Research, Survey Design, Strategic Planning, Marketing Strategy, SPSS, CRM, Access
Education
University of Kansas 2000 — 2004
Business
Lockton Companies September 2009 - Present
Financial Designs, Inc. February 1989 - September 2009
Education
University of Oregon 1978 — 1982
BS, Marketing
Financial Designs, Inc. June 1979 - Present
Financial Designs, Inc. 1979 - Present
Skills
Insurance, Retirement, Retirement Planning, Healthcare, Employee Benefits, Financial Advisory, Disability Insurance, Financial Services, Life Insurance, Long-term Care, Term Life Insurance, Fixed Annuities, 401k, Health Insurance, Financial Planners, Critical Illness, Estate Planning, Wealth Management, Long Term Care Insurance, Mutual Funds, Financial Planning
Education
University of Missouri-Columbia 1975 — 1979
BSBA, Business Administration