First Protective
Industry: Protection company
DescriptionFounded: 1983 Parent organization: Protective Life Subsidiary: Profit Plans, LLC
First Protective List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at First Protective. You can filter them based on skills, years of employment, job, education, department, and prior employment.
First Protective Salaries. You can even request information on how much does First Protective pay if you want to. Learn about salaries, pros and cons of working for First Protective directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
39 First Protective employees in database. Find out everything there's to know about First Protective 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.
First Protective Employees
Employee
Years
Job
Industry
William Jones, Jr William Jones, Jr's First Protective Experience August 2012 - Present
Job Insurance Agent / Producer at First Protective
Industry Government Administration
Experience
First Protective August 2012 - Present
Georgia Military College August 2010 - Present
Georgia Department of Transportation November 2002 - Present
Farmers National Bank (now RBC) September 1996 - November 2002
Skills
Accounting, Management, Outlook, Research, PowerPoint, Customer Service, Microsoft Office, Government, Microsoft Excel, Analysis, Public Speaking, Budget, Non-profits, Strategic Planning, Microsoft Word, Access, Leadership
Education
Troy University 2007 — 2009
MBA, Strategic Management
Columbus State University 1999 — 2002
BBA, Management and Accounting
First Protective August 2012 - Present
Georgia Military College August 2010 - Present
Georgia Department of Transportation November 2002 - Present
Farmers National Bank (now RBC) September 1996 - November 2002
Skills
Accounting, Management, Outlook, Research, PowerPoint, Customer Service, Microsoft Office, Government, Microsoft Excel, Analysis, Public Speaking, Budget, Non-profits, Strategic Planning, Microsoft Word, Access, Leadership
Education
Troy University 2007 — 2009
MBA, Strategic Management
Columbus State University 1999 — 2002
BBA, Management and Accounting
Ann Junius Ann Junius's First Protective Experience March 2015 - Present
Job Regional Director at First Protective
Industry Insurance
Experience
First Protective March 2015 - Present
Genworth Financial 2008 - March 2015
Skills
Fixed Annuities, Long-term Care, Insurance, Life Insurance, Long Term Care Insurance, Term Life Insurance, Retirement, Medicare, Health Insurance, Retirement Planning, Whole Life, Financial Planners, Financial Planning, Sales, Strategic Planning
Education
Saint Louis University
Bachelor's degree, Registered Nursing/Registered Nurse
First Protective March 2015 - Present
Genworth Financial 2008 - March 2015
Skills
Fixed Annuities, Long-term Care, Insurance, Life Insurance, Long Term Care Insurance, Term Life Insurance, Retirement, Medicare, Health Insurance, Retirement Planning, Whole Life, Financial Planners, Financial Planning, Sales, Strategic Planning
Education
Saint Louis University
Bachelor's degree, Registered Nursing/Registered Nurse
Samantha Petrey Samantha Petrey's First Protective Experience October 2012 - October 2014
Job Wealth Advisory Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
First Protective October 2012 - October 2014
First Protective January 2010 - October 2012
Skills
Retirement Planning, Long-term Care, Insurance, Indexed Annuities, Fixed Annuities
Education
University of Alabama 2005 — 2009
Bachelor of Science, Financial Planning and Services
Morgan Stanley December 2014 - Present
First Protective October 2012 - October 2014
First Protective January 2010 - October 2012
Skills
Retirement Planning, Long-term Care, Insurance, Indexed Annuities, Fixed Annuities
Education
University of Alabama 2005 — 2009
Bachelor of Science, Financial Planning and Services
William Hartsfield, CLU William Hartsfield, CLU's First Protective Experience December 2003 - Present
Job Financial Advisor
Industry Financial Services
Experience
First Protective December 2003 - Present
ProEquities, Inc. December 2003 - Present
Guardian Life May 1975 - December 2003
Skills
Investments, Life Insurance, Insurance, Mutual Funds, Finance, Employee Benefits, Financial Planners, Strategic Planning, Fixed Annuities, Risk Management, Long-term Care, Disability Insurance, CLU, Series 63, Series 65, Series 6, Securities Market, Direct Sales, New Business Development, General Insurance, Risk Assessment, Annuity Sales, Variable Annuities
Education
University of Alabama 1970 — 1974
Businee
First Protective December 2003 - Present
ProEquities, Inc. December 2003 - Present
Guardian Life May 1975 - December 2003
Skills
Investments, Life Insurance, Insurance, Mutual Funds, Finance, Employee Benefits, Financial Planners, Strategic Planning, Fixed Annuities, Risk Management, Long-term Care, Disability Insurance, CLU, Series 63, Series 65, Series 6, Securities Market, Direct Sales, New Business Development, General Insurance, Risk Assessment, Annuity Sales, Variable Annuities
Education
University of Alabama 1970 — 1974
Businee
Aimee Barnes, CLU's First Protective Experience September 2014 - Present
Job Helping Advisors Enhance their Risk Management Solutions > Learn how in my Summary Below
Industry Financial Services
Experience
First Protective September 2014 - Present
Lloyd R. Wilson & Associates August 2008 - September 2014
Southern Insurance Consultants August 2007 - April 2008
LifeSouth Community Blood Centers July 2003 - October 2007
Camp Illahee June 2000 - August 2002
Skills
Public Relations, Strategic Planning, Team Building, Public Speaking, Fundraising, Business Planning, Management, Marketing, Event Planning, Training, Budgets, Leadership, Nonprofits, Customer Service, Leadership Development, Microsoft Office, Community Outreach, Event Management, Social Media, Recruiting, Marketing Communications, PowerPoint, Microsoft Excel, Microsoft Word, Sales Presentations, Life Insurance
Education
Auburn University 2001 — 2005
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
St. Vincent's Academy 1998 — 2001
High School Deploma
First Protective September 2014 - Present
Lloyd R. Wilson & Associates August 2008 - September 2014
Southern Insurance Consultants August 2007 - April 2008
LifeSouth Community Blood Centers July 2003 - October 2007
Camp Illahee June 2000 - August 2002
Skills
Public Relations, Strategic Planning, Team Building, Public Speaking, Fundraising, Business Planning, Management, Marketing, Event Planning, Training, Budgets, Leadership, Nonprofits, Customer Service, Leadership Development, Microsoft Office, Community Outreach, Event Management, Social Media, Recruiting, Marketing Communications, PowerPoint, Microsoft Excel, Microsoft Word, Sales Presentations, Life Insurance
Education
Auburn University 2001 — 2005
Bachelor's Degree, Business, Management, Marketing, and Related Support Services
St. Vincent's Academy 1998 — 2001
High School Deploma
Brooks Williams Brooks Williams's First Protective Experience September 2007 - May 2014
Job Life Underwriter at American Income Life Insurance Company
Industry Insurance
Experience
American Income Life Insurance Company February 2015 - Present
IBU, Inc May 2014 - December 2014
First Protective September 2007 - May 2014
Liberty National Life Insurance Company June 2004 - September 2007
Protective Life April 2003 - June 2004
Protective Life August 2002 - April 2003
Skills
Insurance, Risk Management, Negotiation, Medical Terminology, Business Process, Policy Analysis, Life Insurance, Underwriting, Term Life Insurance, Retirement Planning, Retirement, Brokers, Strategic Planning, Customer Service, Universal Life, Reinsurance, Fixed Annuities
Education
University of Montevallo
American Income Life Insurance Company February 2015 - Present
IBU, Inc May 2014 - December 2014
First Protective September 2007 - May 2014
Liberty National Life Insurance Company June 2004 - September 2007
Protective Life April 2003 - June 2004
Protective Life August 2002 - April 2003
Skills
Insurance, Risk Management, Negotiation, Medical Terminology, Business Process, Policy Analysis, Life Insurance, Underwriting, Term Life Insurance, Retirement Planning, Retirement, Brokers, Strategic Planning, Customer Service, Universal Life, Reinsurance, Fixed Annuities
Education
University of Montevallo
Shelley Leopard Shelley Leopard's First Protective Experience August 2015 - Present
Job Executive Assistant Office Manager at First Protective
Industry Financial Services
Experience
First Protective August 2015 - Present
Morgan Stanley Wealth Management February 2014 - August 2015
Colonial Properties Trust December 2003 - October 2013
MCM Technology 2000 - 2003
HIghland Bank / Bancorp South 1994 - 2000
Skills
Office Management, Executive Level..., Business Travel, Executive Support, Executive Calendar..., Human Resources, Onboarding, Calendar Planning, Accounts Payable, Event Planning, Travel Management, Project Management, Corporate Events, Facilities Management, Budgets, Commercial Real Estate, Management, Real Estate, Customer Service, Disposition, Microsoft Office, Marketing, Asset Management, PowerPoint, Microsoft Excel, Team Management, Team Leadership, Contract Negotiation, Due Diligence, OneNote, Windows 7, Non-profit Board..., Budget Monitoring, Non-profit..., Policy Writing, Financial Analysis, Document Management, Team Building, Youth Leadership, Church Events, Comfortable working..., Finance
Education
Samford University
Business Administration and Management, General
Jefferson State Community College
General Studies
First Protective August 2015 - Present
Morgan Stanley Wealth Management February 2014 - August 2015
Colonial Properties Trust December 2003 - October 2013
MCM Technology 2000 - 2003
HIghland Bank / Bancorp South 1994 - 2000
Skills
Office Management, Executive Level..., Business Travel, Executive Support, Executive Calendar..., Human Resources, Onboarding, Calendar Planning, Accounts Payable, Event Planning, Travel Management, Project Management, Corporate Events, Facilities Management, Budgets, Commercial Real Estate, Management, Real Estate, Customer Service, Disposition, Microsoft Office, Marketing, Asset Management, PowerPoint, Microsoft Excel, Team Management, Team Leadership, Contract Negotiation, Due Diligence, OneNote, Windows 7, Non-profit Board..., Budget Monitoring, Non-profit..., Policy Writing, Financial Analysis, Document Management, Team Building, Youth Leadership, Church Events, Comfortable working..., Finance
Education
Samford University
Business Administration and Management, General
Jefferson State Community College
General Studies
Kai Smith, LUTCF Kai Smith, LUTCF's First Protective Experience November 2004 - May 2008
Job Agency Principal at KTL SMITH GROUP INC
Industry Insurance
Experience
Kai's Koffee House November 2013 - Present
KTL SMITH GROUP INC November 2004 - Present
FARMERS INSURANCE - KAI SMITH AGENCY May 2008 - March 2015
First Protective November 2004 - May 2008
State of Alabama Employees Board December 2006 - April 2008
Jeff Davis High School 2000 - November 2005
New England Financial, A MetLife Company November 2004 - May 2005
Skills
FLUENT IN SPANISH, Insurance, Disability Insurance, Property & Casualty..., Commercial Insurance, Strategic Financial..., Term Life Insurance, Long-term Care, Workers Compensation, Health Insurance, General Insurance, Life Insurance, Legal Liability, Casualty, Underwriting, Fixed Annuities, Liability, Umbrella Insurance, Employee Benefits, Customer Service, Retirement, Marketing, Small Business, Series 6, Social Media Marketing, Friendly Personality, Homeowners, Claim, Universal Life, Risk Management, Critical Illness, Social Media, Financial Risk, Investments, Financial Planners, Insurance Brokerage, Mutual Funds, Marine Insurance, Motorcycle, Medicare, Estate Planning, Brokers, Renters, Claims Management, Long Term Care Insurance, IRAs, Commercial Lines, 401k, Business Networking, Connecting People
Education
Alabama State University 1993 — 1997
B.S., ACCOUNTING
Kai's Koffee House November 2013 - Present
KTL SMITH GROUP INC November 2004 - Present
FARMERS INSURANCE - KAI SMITH AGENCY May 2008 - March 2015
First Protective November 2004 - May 2008
State of Alabama Employees Board December 2006 - April 2008
Jeff Davis High School 2000 - November 2005
New England Financial, A MetLife Company November 2004 - May 2005
Skills
FLUENT IN SPANISH, Insurance, Disability Insurance, Property & Casualty..., Commercial Insurance, Strategic Financial..., Term Life Insurance, Long-term Care, Workers Compensation, Health Insurance, General Insurance, Life Insurance, Legal Liability, Casualty, Underwriting, Fixed Annuities, Liability, Umbrella Insurance, Employee Benefits, Customer Service, Retirement, Marketing, Small Business, Series 6, Social Media Marketing, Friendly Personality, Homeowners, Claim, Universal Life, Risk Management, Critical Illness, Social Media, Financial Risk, Investments, Financial Planners, Insurance Brokerage, Mutual Funds, Marine Insurance, Motorcycle, Medicare, Estate Planning, Brokers, Renters, Claims Management, Long Term Care Insurance, IRAs, Commercial Lines, 401k, Business Networking, Connecting People
Education
Alabama State University 1993 — 1997
B.S., ACCOUNTING
Jennings Laura Jennings Laura's First Protective Experience December 2010 - May 2014
Job Executive Assistant at The Kolen Team, Inc.
Industry Financial Services
Experience
The Kolen Team, Inc. October 2014 - Present
First Protective December 2010 - May 2014
Warren Averett, LLC June 2004 - December 2010
Dixon Hughes Goodman LLP November 1998 - May 2004
Education
University of Alabama at Birmingham 1994 — 1997
Bachelor's degree, Secondary Education
Jefferson State Community College 1992 — 1994
The Kolen Team, Inc. October 2014 - Present
First Protective December 2010 - May 2014
Warren Averett, LLC June 2004 - December 2010
Dixon Hughes Goodman LLP November 1998 - May 2004
Education
University of Alabama at Birmingham 1994 — 1997
Bachelor's degree, Secondary Education
Jefferson State Community College 1992 — 1994
J. MICHAEL PARSONS J. MICHAEL PARSONS's First Protective Experience June 1981 - September 1984
Job President at Parsons Global Consulting LLC
Industry Management Consulting
Experience
Parsons Global Consulting LLC 2013 - Present
PARSONS ENERGY COMPANY, LLC 2007 - Present
ACQUISITION GROUP ASSOCIATES August 2001 - April 2007
First Protective June 1981 - September 1984
Protective Life May 1982 - August 1984
Skills
COMMERCIAL REAL ESTATE..., PUBLIC COMPANY START UPS, OIL AND GAS ASSETS, Energy, Renewable Energy, Business Strategy, Entrepreneurship, New Business Development, Energy Efficiency, Sustainability, Environmental Awareness, Energy Management, Business Development, President two Public..., Business Planning, Contract Negotiation, Start-ups, Strategy, Venture Capital, Due Diligence, Mergers & Acquisitions, CONSULTANT-HELP CREATE..., International Business, Private Equity, Executive Management, Funding, Management Consulting, Banking, Strategic Planning, Joint Ventures
Education
Troy University
attended, Business/Commerce, General
University of Alabama at Birmingham
attended, Business/Commerce, General
Parsons Global Consulting LLC 2013 - Present
PARSONS ENERGY COMPANY, LLC 2007 - Present
ACQUISITION GROUP ASSOCIATES August 2001 - April 2007
First Protective June 1981 - September 1984
Protective Life May 1982 - August 1984
Skills
COMMERCIAL REAL ESTATE..., PUBLIC COMPANY START UPS, OIL AND GAS ASSETS, Energy, Renewable Energy, Business Strategy, Entrepreneurship, New Business Development, Energy Efficiency, Sustainability, Environmental Awareness, Energy Management, Business Development, President two Public..., Business Planning, Contract Negotiation, Start-ups, Strategy, Venture Capital, Due Diligence, Mergers & Acquisitions, CONSULTANT-HELP CREATE..., International Business, Private Equity, Executive Management, Funding, Management Consulting, Banking, Strategic Planning, Joint Ventures
Education
Troy University
attended, Business/Commerce, General
University of Alabama at Birmingham
attended, Business/Commerce, General
Rachel Mooney's First Protective Experience May 2008 - Present
Job Managing Director at Innovative Asset Solutions
Industry Financial Services
Experience
Innovative Asset Solutions September 2015 - Present
First Protective May 2008 - Present
The Hart Group May 2006 - May 2008
Skills
Fixed Annuities, Disability Insurance, Insurance, Retirement Planning, Long-term Care, Long Term Care Insurance, Strategic Financial..., Retirement, Life Insurance, Employee Benefits, Term Life Insurance, Investments, Estate Planning, Wealth, IRAs, Wealth Accumulation, Health Insurance, Financial Planning, Strategic Planning, 401k, Underwriting, Financial Planners, Management, Customer Service, Sales, Financial Services, Public Speaking, Microsoft Office, Long Term Care, Asset Based Solutions, PowerPoint, Prezi, Marketing, Finance
Education
University of Alabama 2004 — 2008
Consumer Science, Family Financial Planning and Counseling
Innovative Asset Solutions September 2015 - Present
First Protective May 2008 - Present
The Hart Group May 2006 - May 2008
Skills
Fixed Annuities, Disability Insurance, Insurance, Retirement Planning, Long-term Care, Long Term Care Insurance, Strategic Financial..., Retirement, Life Insurance, Employee Benefits, Term Life Insurance, Investments, Estate Planning, Wealth, IRAs, Wealth Accumulation, Health Insurance, Financial Planning, Strategic Planning, 401k, Underwriting, Financial Planners, Management, Customer Service, Sales, Financial Services, Public Speaking, Microsoft Office, Long Term Care, Asset Based Solutions, PowerPoint, Prezi, Marketing, Finance
Education
University of Alabama 2004 — 2008
Consumer Science, Family Financial Planning and Counseling
Tommy Derrick, LUTCF, CLTC Tommy Derrick, LUTCF, CLTC's First Protective Experience March 2011 - Present
Job Regional Director at First Protective
Industry Financial Services
Experience
First Protective March 2011 - Present
RBC Insurance November 2008 - March 2011
RBC Insurance October 2003 - November 2008
RBC Insurance September 2001 - October 2003
Prudential Financial October 1997 - September 2001
Prudential Financial February 1994 - October 1997
Skills
Insurance, Life Insurance, Training, Sales, Marketing, Sales Management, Health Insurance, Forecasting, Sales Presentations, Series 6, Strategy, Variable Annuities, Customer Satisfaction, Fixed Annuities, Start-ups
Education
Clemson University 1985 — 1989
BS, Financial Management-Emphasis in Insurance and Real Estate
First Protective March 2011 - Present
RBC Insurance November 2008 - March 2011
RBC Insurance October 2003 - November 2008
RBC Insurance September 2001 - October 2003
Prudential Financial October 1997 - September 2001
Prudential Financial February 1994 - October 1997
Skills
Insurance, Life Insurance, Training, Sales, Marketing, Sales Management, Health Insurance, Forecasting, Sales Presentations, Series 6, Strategy, Variable Annuities, Customer Satisfaction, Fixed Annuities, Start-ups
Education
Clemson University 1985 — 1989
BS, Financial Management-Emphasis in Insurance and Real Estate
Ed Hart's First Protective Experience December 2002 - Present
Job Chief Operating Officer, First Protective
Industry Financial Services
Experience
First Protective December 2002 - Present
Homeskoolie November 2010 - October 2012
Birmingham Media Group January 2006 - December 2010
Highland Capital Brokerage December 1999 - December 2002
HealthSouth February 1997 - December 1999
TXEN 1995 - 1997
Skills
Insurance, Marketing, Strategic Planning, Life Insurance, Leadership, Social Media, Public Speaking, Management, Marketing Strategy, Estate Planning, Strategic Financial..., Long-term Care, Operations Management, Project Management, Coaching, Financial Analysis, Business Strategy, Blogging, Customer Service, Business Analysis, Social Media Marketing, Creative Writing, Email Marketing, Online Marketing, Video Production, Technical Writing, Financial Management, Licensed Life & Health..., Series 7, Series 24, Web development, Photoshop, Digital Marketing, Podcasting, Group Presentations, Product Development, Entrepreneurial Skills, Web Design, Open Source Platforms, Bible teaching, Cooking, Woodworking, Entrepreneurship
Education
University of Alabama 1992 — 1993
Masters of Business Administration, Business
University of Alabama 1988 — 1992
BA, Business Administration
First Protective December 2002 - Present
Homeskoolie November 2010 - October 2012
Birmingham Media Group January 2006 - December 2010
Highland Capital Brokerage December 1999 - December 2002
HealthSouth February 1997 - December 1999
TXEN 1995 - 1997
Skills
Insurance, Marketing, Strategic Planning, Life Insurance, Leadership, Social Media, Public Speaking, Management, Marketing Strategy, Estate Planning, Strategic Financial..., Long-term Care, Operations Management, Project Management, Coaching, Financial Analysis, Business Strategy, Blogging, Customer Service, Business Analysis, Social Media Marketing, Creative Writing, Email Marketing, Online Marketing, Video Production, Technical Writing, Financial Management, Licensed Life & Health..., Series 7, Series 24, Web development, Photoshop, Digital Marketing, Podcasting, Group Presentations, Product Development, Entrepreneurial Skills, Web Design, Open Source Platforms, Bible teaching, Cooking, Woodworking, Entrepreneurship
Education
University of Alabama 1992 — 1993
Masters of Business Administration, Business
University of Alabama 1988 — 1992
BA, Business Administration
Wade A. Warren, CFP®'s First Protective Experience October 2013 - May 2015
Job CFP at Bridgeworth, LLC
Industry Financial Services
Experience
Bridgeworth, LLC May 2015 - Present
First Protective October 2013 - May 2015
ProEquities February 2008 - October 2013
BBVA Compass September 2005 - February 2008
Skills
Series 7, Series 63, Series 66, Series 24, Series 99, FINRA, Securities, Asset Allocation, Certified Financial..., Finance, Retirement, Financial Services, Mutual Funds
Education
Auburn University 1997 — 2002
Bachelor's degree, Finance, General
Bridgeworth, LLC May 2015 - Present
First Protective October 2013 - May 2015
ProEquities February 2008 - October 2013
BBVA Compass September 2005 - February 2008
Skills
Series 7, Series 63, Series 66, Series 24, Series 99, FINRA, Securities, Asset Allocation, Certified Financial..., Finance, Retirement, Financial Services, Mutual Funds
Education
Auburn University 1997 — 2002
Bachelor's degree, Finance, General
Rick Sciascia Rick Sciascia's First Protective Experience 2007 - Present
Job Financial Services Broker, AIG Special Representative
Industry Financial Services
Experience
The Guardian Life Insurance Company of America October 2011 - Present
AIG Financial Network January 2011 - Present
First Protective 2007 - Present
Skills
Term Life Insurance, Universal Life, Whole Life, Insurance Planning, Indexed Annuities, Fixed Annuities, IRAs, Roth IRA, 401k, Wealth Accumulation, Disability Insurance, Retirement, 529 Plans, Long-term Care, Financial Planners, 403 b, College Savings Plans, Mutual Funds, Estate Planning
Education
The American College of Financial Services
Financial Planning and Services
Towson University
Music, Percussion Performance
The Guardian Life Insurance Company of America October 2011 - Present
AIG Financial Network January 2011 - Present
First Protective 2007 - Present
Skills
Term Life Insurance, Universal Life, Whole Life, Insurance Planning, Indexed Annuities, Fixed Annuities, IRAs, Roth IRA, 401k, Wealth Accumulation, Disability Insurance, Retirement, 529 Plans, Long-term Care, Financial Planners, 403 b, College Savings Plans, Mutual Funds, Estate Planning
Education
The American College of Financial Services
Financial Planning and Services
Towson University
Music, Percussion Performance
Jay Stubbs, CLU ®'s First Protective Experience June 2001 - Present
Job Consistent Delivery of Credible Information on Risk Management Planning
Industry Financial Services
Experience
First Protective June 2001 - Present
First Protective February 1999 - Present
First Protective February 1999 - Present
Protective Life February 2001 - July 2009
Semolina May 1996 - August 1996
Skills
Business Planning, Social Media Marketing, Coaching, Life Insurance, Sales Management, Estate Planning, Public Speaking
Education
Birmingham-Southern College 1995 — 1999
Bachelor of Science, Management & Finance
First Protective June 2001 - Present
First Protective February 1999 - Present
First Protective February 1999 - Present
Protective Life February 2001 - July 2009
Semolina May 1996 - August 1996
Skills
Business Planning, Social Media Marketing, Coaching, Life Insurance, Sales Management, Estate Planning, Public Speaking
Education
Birmingham-Southern College 1995 — 1999
Bachelor of Science, Management & Finance
Lynn Clayton's First Protective Experience August 2014 - Present
Job Marketing Underwriter at First Protective
Industry Insurance
Experience
First Protective August 2014 - Present
Adams-Moore, LLC December 2011 - July 2014
The Milner Group 2007 - 2011
Financial Security Associates 2002 - 2007
USFL 1997 - 2004
The SunMark Group 1997 - 2002
Gillespie Brokerage Services 1996 - 1997
Skills
Life Insurance, Underwriting, Disability Insurance, Insurance, Term Life Insurance, Brokers, Marketing, Long-term Care, Fixed Annuities, Universal Life, Whole Life, Insurance Brokerage, Key Person Insurance, Long Term Care Insurance, Retirement
Education
Kennesaw State University
First Protective August 2014 - Present
Adams-Moore, LLC December 2011 - July 2014
The Milner Group 2007 - 2011
Financial Security Associates 2002 - 2007
USFL 1997 - 2004
The SunMark Group 1997 - 2002
Gillespie Brokerage Services 1996 - 1997
Skills
Life Insurance, Underwriting, Disability Insurance, Insurance, Term Life Insurance, Brokers, Marketing, Long-term Care, Fixed Annuities, Universal Life, Whole Life, Insurance Brokerage, Key Person Insurance, Long Term Care Insurance, Retirement
Education
Kennesaw State University
Katie Garner's First Protective Experience October 2009 - May 2010
Job Account Analyst at Hospicelink
Industry Hospital & Health Care
Experience
Hospicelink August 2015 - Present
Sterne Agee June 2014 - August 2015
Hodges Vineyard and Winery May 2013 - May 2014
Pier One Imports February 2013 - November 2013
Smoothie King (SKFI) May 2012 - November 2012
Superior Kitchens LLC May 2011 - August 2011
Defense Acquisition University June 2010 - August 2010
First Protective October 2009 - May 2010
Skills
Advanced Mathematics, Social Media Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Filing, PowerPoint, Calculus, Customer Service, Marketing, Facebook, Sales Operations, Statistics, Administrative Work, Matlab, Differential Equations, Data Compression, Logical Thinker, Organization, Self-starter, Ethical Leadership, Communication Skills, Administration, Communication
Education
Auburn University 2010 — 2014
Bachelor of Science (B.S.), Mathematics
Hospicelink August 2015 - Present
Sterne Agee June 2014 - August 2015
Hodges Vineyard and Winery May 2013 - May 2014
Pier One Imports February 2013 - November 2013
Smoothie King (SKFI) May 2012 - November 2012
Superior Kitchens LLC May 2011 - August 2011
Defense Acquisition University June 2010 - August 2010
First Protective October 2009 - May 2010
Skills
Advanced Mathematics, Social Media Marketing, Microsoft Office, Microsoft Word, Microsoft Excel, Filing, PowerPoint, Calculus, Customer Service, Marketing, Facebook, Sales Operations, Statistics, Administrative Work, Matlab, Differential Equations, Data Compression, Logical Thinker, Organization, Self-starter, Ethical Leadership, Communication Skills, Administration, Communication
Education
Auburn University 2010 — 2014
Bachelor of Science (B.S.), Mathematics
Shelley Balik's First Protective Experience August 2010 - Present
Job Serving and Consulting Independent Insurance and Financial Planning Advisors
Industry Financial Services
Experience
First Protective August 2010 - Present
First Protective April 2011 - January 2012
Elementary and High Schools August 1989 - June 2005
Skills
Long-term Care, Fixed Annuities, Disability Insurance, Life Insurance, Term Life Insurance, Strategic Financial..., Estate Planning, Health Insurance, Retirement Planning, Employee Benefits, Wealth, Whole Life, Coaching, Strategic Planning, Investments, Retirement, Underwriting, Liability, Commercial Insurance, Risk Management, IRAs, Long Term Care Insurance, Financial Planners, Financial Planning, Insurance
Education
Calvin College 2001 — 2006
MA, Educational Leadership and Administration, General
First Protective August 2010 - Present
First Protective April 2011 - January 2012
Elementary and High Schools August 1989 - June 2005
Skills
Long-term Care, Fixed Annuities, Disability Insurance, Life Insurance, Term Life Insurance, Strategic Financial..., Estate Planning, Health Insurance, Retirement Planning, Employee Benefits, Wealth, Whole Life, Coaching, Strategic Planning, Investments, Retirement, Underwriting, Liability, Commercial Insurance, Risk Management, IRAs, Long Term Care Insurance, Financial Planners, Financial Planning, Insurance
Education
Calvin College 2001 — 2006
MA, Educational Leadership and Administration, General
Ron Hagen Ron Hagen's First Protective Experience March 2015 - Present
Job Regional Sales Director, Michigan & Ohio at First Protective
Industry Insurance
Experience
First Protective March 2015 - Present
Genworth Financial Agency, Inc January 2010 - January 2015
LifeSecure (Blue Cross Blue Shield of MI) January 2008 - December 2009
Met Life January 2004 - December 2007
Northwestern Mutual Insurance January 1998 - December 2003
Skills
Long Term Care, Experienced Senior..., Developed New Product..., Marketing, Regional Sales VP, Director of Insurance..., Government Relations, Creative Marketing..., Consultant, Compliance and Public..., Long-term Care, Securities, Long Term Care Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Public Relations, Retirement, Financial Advisory, Term Life Insurance, Disability Insurance, Brokers, Underwriting, Insurance, Recruiting, Public Speaking, Leadership, Health Insurance, Training, Sales, Universal Life, General Insurance, Whole Life, Health Savings Accounts, Financial Services, Financial Planners, Series 6, 401k
Education
George Washington University 1974 — 1976
MA, International Economics
Arizona State University 1973 — 1974
Public Administration/Government
The George Washington University 1968 — 1974
BA, International Economics
George Washington University 1969 — 1973
M.A., Economics
First Protective March 2015 - Present
Genworth Financial Agency, Inc January 2010 - January 2015
LifeSecure (Blue Cross Blue Shield of MI) January 2008 - December 2009
Met Life January 2004 - December 2007
Northwestern Mutual Insurance January 1998 - December 2003
Skills
Long Term Care, Experienced Senior..., Developed New Product..., Marketing, Regional Sales VP, Director of Insurance..., Government Relations, Creative Marketing..., Consultant, Compliance and Public..., Long-term Care, Securities, Long Term Care Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Public Relations, Retirement, Financial Advisory, Term Life Insurance, Disability Insurance, Brokers, Underwriting, Insurance, Recruiting, Public Speaking, Leadership, Health Insurance, Training, Sales, Universal Life, General Insurance, Whole Life, Health Savings Accounts, Financial Services, Financial Planners, Series 6, 401k
Education
George Washington University 1974 — 1976
MA, International Economics
Arizona State University 1973 — 1974
Public Administration/Government
The George Washington University 1968 — 1974
BA, International Economics
George Washington University 1969 — 1973
M.A., Economics
Fred Fleming Fred Fleming's First Protective Experience March 2015 - Present
Job Regional Director at First Protective
Industry Insurance
Experience
First Protective March 2015 - Present
Midland National Life Insurance Company March 2011 - March 2015
Protective Life February 1988 - January 2010
Fleming Insurance and Investments March 1983 - January 1988
Equitable Life Assurance Society of the United States February 1982 - February 1983
Education
Auburn University 1973 — 1977
Business Administration and Management, General
University Military School, Mobile, Alabama 1968 — 1973
High School
First Protective March 2015 - Present
Midland National Life Insurance Company March 2011 - March 2015
Protective Life February 1988 - January 2010
Fleming Insurance and Investments March 1983 - January 1988
Equitable Life Assurance Society of the United States February 1982 - February 1983
Education
Auburn University 1973 — 1977
Business Administration and Management, General
University Military School, Mobile, Alabama 1968 — 1973
High School
T. McDowell's First Protective Experience July 1986 - Present
Job Sr. V.P. at First Protective
Industry Insurance
Experience
First Protective July 1986 - Present
Skills
Insurance, Fixed Annuities, Retirement Planning, Underwriting, Disability Insurance, Long-term Care, Term Life Insurance, Team Leadership, Health Insurance, Life Insurance, Retirement, Estate Planning, Employee Benefits, Strategic Financial..., Wealth
Education
University of Alabama
First Protective July 1986 - Present
Skills
Insurance, Fixed Annuities, Retirement Planning, Underwriting, Disability Insurance, Long-term Care, Term Life Insurance, Team Leadership, Health Insurance, Life Insurance, Retirement, Estate Planning, Employee Benefits, Strategic Financial..., Wealth
Education
University of Alabama
David Coggins, LUTCF's First Protective Experience September 2011 - April 2014
Job Vice PresidentFinancial Institutions at Ash Brokerage Relationship Manager of Banks | Wire House Distribution Channels
Industry Financial Services
Experience
Ash Brokerage July 2014 - Present
First Protective September 2011 - April 2014
The Insurance Academy, LLC November 2008 - October 2011
Wells Fargo Advisors November 2009 - September 2011
Fifth Third Bank 2004 - 2009
Keystone Financial Group, LLC 2000 - 2004
Prudential Financial 1998 - 2000
Prudential Financial October 1996 - July 1998
Skills
Insurance, Life Insurance, Fixed Annuities, Sales, Underwriting, Sales Management, Public Speaking, Retirement Planning, Program Management, Estate Planning, Training, Disability Insurance, Term Life Insurance, Management, Strategy, Strategic Financial..., Long-term Care, Risk Management, Wealth Management, Business Planning, Retirement, Investments, Wealth, Finance, Strategic Planning, Series 7, Series 63, Employee Benefits, 401k, Health Insurance, IRAs, Financial Advisory, Financial Services, Banking, Mutual Funds, Financial Planning
Education
Appalachian State University 1981 — 1986
Bachelor of Science (BS), Marketing/Marketing Management, General
Ash Brokerage July 2014 - Present
First Protective September 2011 - April 2014
The Insurance Academy, LLC November 2008 - October 2011
Wells Fargo Advisors November 2009 - September 2011
Fifth Third Bank 2004 - 2009
Keystone Financial Group, LLC 2000 - 2004
Prudential Financial 1998 - 2000
Prudential Financial October 1996 - July 1998
Skills
Insurance, Life Insurance, Fixed Annuities, Sales, Underwriting, Sales Management, Public Speaking, Retirement Planning, Program Management, Estate Planning, Training, Disability Insurance, Term Life Insurance, Management, Strategy, Strategic Financial..., Long-term Care, Risk Management, Wealth Management, Business Planning, Retirement, Investments, Wealth, Finance, Strategic Planning, Series 7, Series 63, Employee Benefits, 401k, Health Insurance, IRAs, Financial Advisory, Financial Services, Banking, Mutual Funds, Financial Planning
Education
Appalachian State University 1981 — 1986
Bachelor of Science (BS), Marketing/Marketing Management, General
Paulson Irene's First Protective Experience August 2008 - August 2014
Job Sr. Underwriting Consultant at Transamerica Life Insurance Company
Industry Financial Services
Experience
Transamerica Life Insurance Company August 2014 - Present
First Protective August 2008 - August 2014
Protective Life July 2005 - August 2008
Western Reserve Life 1994 - 2003
Skills
Risk Management, Underwriting, Term Life Insurance, Insurance, Financial Risk, Life Insurance, Fixed Annuities, Strategic Financial..., Long-term Care, Retirement Planning, Disability Insurance, Estate Planning, Wealth, Critical Illness, Retirement, Investments, Relationship Management, Claim, Employee Benefits, Strategic Planning, Health Insurance, IRAs, 401k, Series 6, Long Term Care Insurance, Whole Life, Financial Services, Universal Life, Financial Advisory, Financial Planners, General Insurance, Wealth Management, Property & Casualty..., Reinsurance, Sales, Series 63, Brokers, Mutual Funds
Education
LOMA 2005 — 2012
ACS, AALU, Customer Service and Advanced Life Underwriting
Eckerd College 2002 — 2005
B.A., Human Development
Transamerica Life Insurance Company August 2014 - Present
First Protective August 2008 - August 2014
Protective Life July 2005 - August 2008
Western Reserve Life 1994 - 2003
Skills
Risk Management, Underwriting, Term Life Insurance, Insurance, Financial Risk, Life Insurance, Fixed Annuities, Strategic Financial..., Long-term Care, Retirement Planning, Disability Insurance, Estate Planning, Wealth, Critical Illness, Retirement, Investments, Relationship Management, Claim, Employee Benefits, Strategic Planning, Health Insurance, IRAs, 401k, Series 6, Long Term Care Insurance, Whole Life, Financial Services, Universal Life, Financial Advisory, Financial Planners, General Insurance, Wealth Management, Property & Casualty..., Reinsurance, Sales, Series 63, Brokers, Mutual Funds
Education
LOMA 2005 — 2012
ACS, AALU, Customer Service and Advanced Life Underwriting
Eckerd College 2002 — 2005
B.A., Human Development
Kita Goodwin's First Protective Experience July 2005 - September 2012
Job Currently Exploring New Horizons
Industry Financial Services
Experience
Modell Brokerage Group October 2012 - July 2015
First Protective July 2005 - September 2012
SouthTrust Securities March 2004 - May 2005
SouthTrust Securities November 1999 - March 2004
Skills
Insurance, Fixed Annuities, Microsoft Excel, Corporate Finance, Customer Service, Microsoft Office, PowerPoint, Retirement Planning, Microsoft Word, Sales Management
Education
University of Montevallo 1994 — 1998
Bachelor of Science (B.S.), Interior Design/Merchandising
Modell Brokerage Group October 2012 - July 2015
First Protective July 2005 - September 2012
SouthTrust Securities March 2004 - May 2005
SouthTrust Securities November 1999 - March 2004
Skills
Insurance, Fixed Annuities, Microsoft Excel, Corporate Finance, Customer Service, Microsoft Office, PowerPoint, Retirement Planning, Microsoft Word, Sales Management
Education
University of Montevallo 1994 — 1998
Bachelor of Science (B.S.), Interior Design/Merchandising
Moriah Snow's First Protective Experience August 2013 - September 2013
Job Executive Assistant at Lakeshore Financial Partners, LLC
Industry Insurance
Experience
Lakeshore Benefit Alliance January 2014 - Present
Lakeshore Financial Partners, LLC October 2013 - Present
Central Alabama High School Sports Show October 2013 - October 2014
First Protective August 2013 - September 2013
Pizitz Management Group, LLC June 2013 - September 2013
McLure Education Library August 2009 - May 2013
Christian Service Mission May 2012 - August 2012
First Protective May 2011 - July 2011
Skills
Social Media, InDesign, Creative Writing, Copywriting, Photoshop, Editing, Facebook, Event Planning, Marketing, Illustrator, Blogging, Research, Social Networking, Nonprofits, Customer Service, Strategic Planning, Adobe Photoshop, Adobe Indesign, Wordpress, Microsoft Office, Adobe Illustrator
Education
University of Alabama 2009 — 2013
Enrolled; Academic Diploma, The College of Communication and Information Sciences; Advertising
Lakeshore Benefit Alliance January 2014 - Present
Lakeshore Financial Partners, LLC October 2013 - Present
Central Alabama High School Sports Show October 2013 - October 2014
First Protective August 2013 - September 2013
Pizitz Management Group, LLC June 2013 - September 2013
McLure Education Library August 2009 - May 2013
Christian Service Mission May 2012 - August 2012
First Protective May 2011 - July 2011
Skills
Social Media, InDesign, Creative Writing, Copywriting, Photoshop, Editing, Facebook, Event Planning, Marketing, Illustrator, Blogging, Research, Social Networking, Nonprofits, Customer Service, Strategic Planning, Adobe Photoshop, Adobe Indesign, Wordpress, Microsoft Office, Adobe Illustrator
Education
University of Alabama 2009 — 2013
Enrolled; Academic Diploma, The College of Communication and Information Sciences; Advertising
Damon Mitchell's First Protective Experience August 2002 - March 2012
Job Telecommunications Technician at Protective Life
Industry Insurance
Experience
Just Drains Inc June 2011 - Present
Protective Life August 2002 - March 2012
First Protective August 2002 - March 2012
Protective Life Insurance March 2001 - March 2012
Skills
Call Centers, Telecommunications, Insurance, Customer Service, Project Management, Active Directory, Process Improvement, Software Documentation, Visio, Windows 7, SharePoint, Troubleshooting, Disaster Recovery, Microsoft Office, Vendor Management, Servers, Citrix
Education
Herzing University-Birmingham 1998 — 2001
Computer and Information Sciences and Support Services
Just Drains Inc June 2011 - Present
Protective Life August 2002 - March 2012
First Protective August 2002 - March 2012
Protective Life Insurance March 2001 - March 2012
Skills
Call Centers, Telecommunications, Insurance, Customer Service, Project Management, Active Directory, Process Improvement, Software Documentation, Visio, Windows 7, SharePoint, Troubleshooting, Disaster Recovery, Microsoft Office, Vendor Management, Servers, Citrix
Education
Herzing University-Birmingham 1998 — 2001
Computer and Information Sciences and Support Services
Chad Lincoln, RFC, CLTC's First Protective Experience 2002 - 2003
Job Personal Financial Representative at Allstate Financial Services
Industry Financial Services
Experience
Allstate January 2004 - Present
First Protective 2002 - 2003
Education
Jacksonville State University 1999 — 2002
Finance, Business
Allstate January 2004 - Present
First Protective 2002 - 2003
Education
Jacksonville State University 1999 — 2002
Finance, Business
Angela Self's First Protective Experience October 1995 - September 2014
Job Sales Assistant at Independence Financial Group
Industry Financial Services
Experience
Independence Financial Group October 2014 - Present
First Protective October 1995 - September 2014
Great Northern Wire and Cable 1989 - 1992
Skills
Term Life Insurance, Estate Planning, Retirement, Retirement Planning, Fixed Annuities, Employee Benefits, Strategic Financial..., Insurance, Long-term Care, Life Insurance, Disability Insurance, Process Improvement, Strategic Planning, Leadership
Education
Jefferson State Community College
Independence Financial Group October 2014 - Present
First Protective October 1995 - September 2014
Great Northern Wire and Cable 1989 - 1992
Skills
Term Life Insurance, Estate Planning, Retirement, Retirement Planning, Fixed Annuities, Employee Benefits, Strategic Financial..., Insurance, Long-term Care, Life Insurance, Disability Insurance, Process Improvement, Strategic Planning, Leadership
Education
Jefferson State Community College
Chad Raaum's First Protective Experience November 2006 - November 2008
Job Controller at Northern Bag and Box Company
Industry Packaging and Containers
Experience
Northern Bag & Box Co. January 2009 - Present
First Protective November 2006 - November 2008
Education
The University of North Dakota 1994 — 2000
Accounting
Northern Bag & Box Co. January 2009 - Present
First Protective November 2006 - November 2008
Education
The University of North Dakota 1994 — 2000
Accounting
Gwendolyn Mayes's First Protective Experience December 2011 - Present
Job Insurance Agent at Independent Agent
Industry Insurance
Experience
FIRST PROTECTIVE December 2011 - Present
Blood Connectrion April 2012 - October 2013
Black Expo February 2011 - October 2013
Golden Rule March 2007 - October 2013
Assurant Health January 2005 - October 2013
Skills
Group Benefit Plans, Disability Insurance, Insurance, Fixed Annuities, Long-term Care, Critical Illness, Term Life Insurance, Financial Analysis, Underwriting, Life Insurance, Retirement Planning, Health Insurance, Retirement, Sales, Employee Benefits, Brokers, Small Business, Strategic Financial..., Property & Casualty..., Medicare, Whole Life, Mortgage Lending, Mutual Funds, Investments, Risk Management, Long Term Care Insurance, Financial Services, Health Savings Accounts, General Insurance, Financial Planners, 401k, Universal Life, Loans, Customer Retention, Group Insurance, Casualty, Umbrella Insurance, Accident, Casualty Insurance
Education
Greenville Technical College 1978 — 1979
Bookkeeping I and II
Lincoln High School 1958 — 1970
12
FIRST PROTECTIVE December 2011 - Present
Blood Connectrion April 2012 - October 2013
Black Expo February 2011 - October 2013
Golden Rule March 2007 - October 2013
Assurant Health January 2005 - October 2013
Skills
Group Benefit Plans, Disability Insurance, Insurance, Fixed Annuities, Long-term Care, Critical Illness, Term Life Insurance, Financial Analysis, Underwriting, Life Insurance, Retirement Planning, Health Insurance, Retirement, Sales, Employee Benefits, Brokers, Small Business, Strategic Financial..., Property & Casualty..., Medicare, Whole Life, Mortgage Lending, Mutual Funds, Investments, Risk Management, Long Term Care Insurance, Financial Services, Health Savings Accounts, General Insurance, Financial Planners, 401k, Universal Life, Loans, Customer Retention, Group Insurance, Casualty, Umbrella Insurance, Accident, Casualty Insurance
Education
Greenville Technical College 1978 — 1979
Bookkeeping I and II
Lincoln High School 1958 — 1970
12
Schillaci Elizabeth's First Protective Experience January 2011 - Present
Job Case Manager at First Protective
Industry Financial Services
Experience
First Protective January 2011 - Present
Assurant Health April 2009 - October 2010
Bridgeworth Financial October 2007 - April 2009
Education
University of Alabama 1984 — 1988
B.A. Communications, Public Relations
First Protective January 2011 - Present
Assurant Health April 2009 - October 2010
Bridgeworth Financial October 2007 - April 2009
Education
University of Alabama 1984 — 1988
B.A. Communications, Public Relations
Julie Tickle, ACS's First Protective Experience May 2007 - Present
Job Case Manager at First Protective
Industry Financial Services
Experience
First Protective May 2007 - Present
Protective Life February 2000 - May 2007
Skills
Long-term Care, Disability Insurance, Insurance, Data Entry, Public Speaking, Employee Benefits, Strategic Financial..., Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Training, Microsoft Office, Recruiting, Event Planning
Education
Oregon State University
Business, Art
University of Alabama at Birmingham
Business Administration
First Protective May 2007 - Present
Protective Life February 2000 - May 2007
Skills
Long-term Care, Disability Insurance, Insurance, Data Entry, Public Speaking, Employee Benefits, Strategic Financial..., Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Training, Microsoft Office, Recruiting, Event Planning
Education
Oregon State University
Business, Art
University of Alabama at Birmingham
Business Administration
Maurice Thompson, Sr.'s First Protective Experience June 2005 - December 2006
Job Asset Liability Strategist at BBVA Compass
Industry Banking
Experience
BBVA Compass June 2013 - Present
BBVA Compass August 2011 - June 2013
Vulcan Materials Company November 2008 - August 2011
Vulcan Materials Company December 2006 - November 2008
First Protective June 2005 - December 2006
Skills
Financial Analysis, Microsoft Office, Hyperion Enterprise, Oracle SQL, TM1, Cash Management, Financial Reporting, Financial Modeling, Corporate Finance, Treasury Management, Trend Analysis, Visual Basic, Financial Markets, Corporate Portfolio..., Bloomberg Terminal, Analysis, Finance, Accounting, Valuation
Education
Troy University 2005 — 2005
Master of Business Administration (MBA), Finance, General
University of Alabama 2000 — 2004
Bachelor of Science (BS), Finance and Economics
BBVA Compass June 2013 - Present
BBVA Compass August 2011 - June 2013
Vulcan Materials Company November 2008 - August 2011
Vulcan Materials Company December 2006 - November 2008
First Protective June 2005 - December 2006
Skills
Financial Analysis, Microsoft Office, Hyperion Enterprise, Oracle SQL, TM1, Cash Management, Financial Reporting, Financial Modeling, Corporate Finance, Treasury Management, Trend Analysis, Visual Basic, Financial Markets, Corporate Portfolio..., Bloomberg Terminal, Analysis, Finance, Accounting, Valuation
Education
Troy University 2005 — 2005
Master of Business Administration (MBA), Finance, General
University of Alabama 2000 — 2004
Bachelor of Science (BS), Finance and Economics
FBL Financial Group, Inc.
IMA Financial Group, Inc.
NCMIC
Standard Life Canada
FBL Financial Group
IMA, Inc.
NCMIC Group, Inc.
Standard Life Assurance Company of Canada