Five Rings Financial
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28 Five Rings Financial employees in database. Find out everything there's to know about Five Rings Financial 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.
Five Rings Financial Employees
One Pacific Real Estate 2014 - Present
Five Rings Financial October 2011 - Present
Five Rings Financial, LLC October 2011 - Present
CRN October 2006 - October 2007
Moore Investments June 1983 - November 1989
Skills
Hiring Manager, Recruiting, IUL Indexed Universal..., Insurance, Training, Educational Leadership, Real Estate, Investments, Small Business, Investment Properties, Referrals, First Time Home Buyers, REO, Sales, Real Estate Transactions, Foreclosures, Property, Listings, 1031 Exchanges, Public Speaking, Investors, Selling, Sellers, Retirement Planning, Single Family Homes, Relocation, SFR, Condos, FHA, Educational Workshops, Small Business..., Living Benefits Expert, Professional Mentoring, Chronic Care, Women Owned Business, Education, Commercial Real Estate, Mortgage Lending, Income Properties, Buyers, Tax Deferred Savings..., Income for Life, Indexed Annuities, Women's Financial..., Living Planning..., Fixed Annuities, Public Lectures, Financial Educator, Tax Free Distribution..., Cash Value Life...
Education
California State University-Long Beach 1975 — 1977
B.S., Business, International Marketing
El Camino College
Associate of Arts (A.A.), Business
Five Rings Financial July 2013 - Present
LegalShield June 2008 - April 2014
Education
Landmark Education
Five Rings Financial March 2013 - Present
USHEALTH Advisors November 2012 - August 2013
True Image Designs January 2007 - November 2012
TruGreen LandCare March 2002 - August 2006
Skills
Business management,..., Production Management,..., Indexed Annuities, Sales, Sales Management, Customer Service, Customer Satisfaction, P&L Management, Employee Benefits, Budgets, Small Business, Insurance, Public Speaking, Training, Healthcare, Health Insurance, Term Life Insurance, Fixed Annuities, Life Insurance, Roth IRA, Indexed Universal Life, Traditional IRA, Pensions, Pension Funds, Disability Insurance, Management, Retirement, Financial Advisory, Financial Services
Education
Southern New Hampshire University 1987 — 1991
BS- Business Administration, Business and Business Finance/ Hotel Restaurant Management
Columbia Funding Mortgage DBA of American Pacific Mortgage Corp January 2013 - Present
World Financial Group (WFG) 2007 - Present
Premier Finance Group May 2011 - January 2013
FUEL Financial, Inc. 2010 - 2012
Five Rings Financial 2009 - 2010
Northwestern Mutual 2008 - 2009
CTX Mortgage August 2000 - August 2007
Skills
Mortgage Lending, Investments, Retirement Planning, Insurance, Risk Management, Fixed Annuities, Wealth Accumulation, Loans, Estate Planning, Retirement, Strategic Financial..., VA loans, Residential Mortgages, FHA, Life Insurance, Credit Analysis, Mortgage Banking, 401k, Real Estate Financing, Certified Mortgage..., Wealth, Long-term Care, Financial Analysis, Investment Advisory, Reverse Mortgages, Financial Services, Refinance, Investment Properties, Mutual Funds, FHA financing, Portfolio Management, USDA, Asset Management, Loan Origination, Credit, Funding, Government Loans, Debt Consolidation, Wealth Management, Real Estate, Underwriting, Mortgage Underwriting, Small Business, Banking, Construction Loans, Asset Allocation, Finance, Securities, Financial Advisory
Education
Hampshire College
Political Science
MonUmental Moments, Inc. July 2012 - Present
MonUmental Moments, Inc July 2012 - Present
MonUmental Moments, Inc July 2012 - Present
Five Rings Financial June 2012 - February 2015
"The Messengers" Event Wolfe Studios July 2014 - 2015
The Secret to Life Coaching. July 2012 - 2015
People House October 2012 - March 2013
Mile Hi Church November 2011 - February 2012
HARLAN ST. CUSTOMS / Rag Jockey November 2011 - February 2012
Great Clips, Inc. January 2006 - August 2011
Skills
Internal Communications, Public Relations, Media Relations, Corporate Communications, Strategic Communications, Creative Writing, Leadership Development, Organizational..., Creative Strategy, People Management, Customer Relations, Public Speaking, Writing, Communications Strategy, Customer Service, Social Networking, Team Building, Research, Coaching, Change Management, Project Management, Event Planning, Event Management, Team Leadership, Training, Press Releases, Editing, Emotional Intelligence, Emotional Freedom, Personal Development, Mentalism, Wealth Principles, Transformation change, Intuitiveness, Lifestyle Coaching, Life Transitions, Collaborative Leadership, Training Facilitation, Project Planning, Cross-functional Team..., Business Strategy, Management, Entrepreneurship, Sales, Small Business, Communication Skills, Online Advertising, Motivational Speaking, Community Outreach, Time Management
Education
The University of Universal Law 1995 — 2021
Student of the Laws of the Universe, The Laws of Success
Grand Canyon University 2013 — 2015
Master of Business Administration (MBA), Emphasis in Leadership
Grand Canyon University 2009 — 2012
Bachelor's in Liberal Arts, Communications, G.P.A 3.52
Denver Technical College 1996 — 1998
Associate's in Applied Science, Computer Network System
Five Rings Financial September 2015 - Present
American Advisors Group, Inc. (AAG Reverse Mortgage) September 2014 - July 2015
Fidelity National Title Group 2013 - July 2014
Skills
Customer Service, Real Estate, Insurance
Education
Southwest Tennessee Community College 2008 — 2012
Pre-Nursing Studies
Five Rings Financial July 2012 - Present
Big Sky Distributors 1998 - 2002
Skills
Health Insurance, Insurance, Commercial Insurance, Strategic Financial..., Life Insurance, Outlook, Fixed Annuities, Finance, Term Life Insurance, Retirement, Financial Services, Investments, Disability Insurance, Retirement Planning, Long-term Care, Small Business, Estate Planning, Mutual Funds, 401k, IRAs, Employee Benefits, Financial Advisory, Mortgage Lending
Education
University of Phoenix-Colorado Campus 2008 — 2011
Associate's degree, Accounting and Finance
Concord High
Concord High
Transamerica June 2013 - Present
National Life Group June 2013 - Present
Five Rings Financial June 2013 - Present
Capelli Salon LLC April 2011 - Present
Daniel Looper October 2009 - Present
Skills
Strategic Planning, Management Consulting, Database management, Tax free retirement..., Direct sales..., Master Hair Stylist..., Asp.net programmer, Visual Basic, Microsoft Certified..., Wordpress developer and..., Medical insurance..., Licensed private..., Business Strategy, Change Management, Customer Service, Data Analysis, Database Admin, Microsoft Office, Project Management, Strategy, Business Analysis, Organizational..., Business Development, Program Management, Training, Leadership, Project Planning, Budgets, Analysis
Education
University of Phoenix 2006 — 2008
Bachelor's degree, Business, Management, Marketing, and Related Support Services, 3.5
Tulsa Community College 2000 — 2002
Certification in programming, Visual Basic, asp.net, c and MySQL, 3.5
Certified Microsoft professional 1999 — 2002
Certified Microsoft Professional, Mssql database management and data warehouse engineering
Faces Human Capital Management July 2015 - Present
Diversified Human Resources October 2014 - July 2015
Insperity October 2012 - September 2014
Five Rings Financial August 2010 - October 2012
The Results Companies September 2009 - February 2011
HSBC March 2005 - March 2009
J. Kelly @ Associates 2004 - March 2005
TPG TeleManagement October 2003 - August 2004
Merrill Lynch July 1994 - October 2003
Skills
Sales, Customer Service, Customer Acquisition, Customer Engagement, Telemarketing, Call Center..., Call center start-up, Leadership Development, Lead Generation, Vendor Management, Third Party Vendor..., Direct Sales, Financial Services, Call Centers, CRM, Outsourcing, Management, Telecommunications, Leadership, Customer Retention, Training, Sales Process, B2B, Customer Experience, Business Development, Strategy, Program Management, Human Resources, Customer Satisfaction, Marketing, Budgets, Contract Negotiation, Analysis, Business Intelligence, Project Management, Consulting, Process Improvement, Account Management, BPO, Workforce Management, Mergers & Acquisitions, Recruiting, Cross-functional Team..., Six Sigma, Salesforce.com, Team Building, Performance Management, Small Business, Employee Benefits, Strategic Planning
Education
Temple University 1989 — 1993
Communication, General
South Brunswick High School 1985 — 1989
Home Depot Exteriors October 2011 - Present
Five Rings Financial February 2009 - October 2011
Burp Media 2010 - 2011
MONY, UGA & IPA March 1997 - December 2006
Dictaphone, Canon & Roll Systems September 1980 - March 1997
Skills
Small Business, Financial Planning, Public Speaking, Marketing, Team Building, Sales
Education
University of Phoenix 1994 — 1996
BS, Business Administration, 3.85 GPA
Northeastern Junior College
AS, Electronic Technology, Industrial Electronics Technology/Technician
Five Rings Financial, LLC August 2013 - Present
US Senior Veterans April 2014 - April 2015
Five Rings Financial April 2012 - August 2013
Van Kampen Investments 2006 - March 2012
Conventus Solutions Inc. October 2005 - December 2009
Raytheon 1998 - 2009
Raytheon Intelligence and Information Systems 1997 - 2009
CDI June 1996 - July 1997
Geodynamics LLC September 1984 - June 1996
United States Air Force August 1983 - September 1984
Skills
Creative Problem Solving, Financial Analysis, Systems Engineering, Simplifying the Complex, Communication Skills, Microsoft Office, Sales Presentations, Retirement Planning, Asset Protection, Investment Strategies, Large Scale Systems, Team Building, Team Leadership, Financial Education, Military, DoD, Defense, Leadership, Investments, Training, Requirements Analysis, Retirement, Safe Money Strategies, What's Your Number?, Financial Services, Security, Employee Benefits, System Architecture, Sales, Fixed Annuities, Finance, Strategic Financial..., Risk Management, Cross-functional Team..., Insurance, Financial Advisory, Life Insurance, 401k, Executive Management, Social Security..., Debt Elimination, Wealth, Intelligence, Government Contracting, Earned Value Management, Organizational..., Financial Planning
Education
United States Air Force Academy 1975 — 1979
BS, Electrical Engineering
Delaware Valley Regional High School 1971 — 1975
High School
Five Rings Financial 2002 - Present
Affordable Painting and Design 1998 - 2002
Skills
Retirement Planning, Living Insurance, Guaranteed Lifetime..., Tax Free Retirement..., Business Owner Tax..., Personal Pensions, Million Dollar Baby..., Career Change - New..., Retirement, Insurance, Grandparents, Income, Term Life Insurance, Small Business, Employee Benefits, Life Insurance, Fixed Annuities, Disability Insurance, Management, Financial Services, Wealth, Investments, Strategic Financial..., Wordsmithing, Wealth Preservation..., Team Building, Money, Whole Life, Sales, Long-term Care, Universal Life, Indexed Annuities, IRAs, 401k Rollovers, Roth IRA, Life & Health Insurance..., Critical Illness, Long Term Care Insurance, Savings, General Insurance, Estate Planning, 401k, Wealth Accumulation
Education
Colorado Mesa University 1976 — 1978
Associates, Business
Longmont High School 1973 — 1976
Independent Agent July 2015 - Present
Independent Insurance Agent October 2013 - Present
VIP Financial July 2012 - Present
Independent August 2013 - Present
Wave Financial Partners, Inc. April 2013 - July 2015
Five Rings Financial October 2011 - July 2013
Melaleuca:The Wellness Company 2006 - 2011
ERA Werner Realty 2007 - 2009
Skills
Financial Planning, Education, Team Motivator, Public Speaking, Coaching, Customer Service, Customer Relations, Microsoft Office, Mentor, Insurance Professional, Fixed Annuities, Life Insurance With..., Partner Recruitment, Spiritual Counseling, Financial Advisory, IRA Rollovers, 401k Rollovers, Living Insurance, Guaranteed Lifetime..., Tax Free Retirement, Tax Free Retirement..., Self Directed Pensions, Million Dollar Baby..., Career Exploration, Grandparent, Nutrition Education, Creative Real Estate..., Investing, Team Building, Presenter, Direct Sales, IRAs, Investments, Retirement, Strategic Financial..., Entrepreneurship, Insurance, Grandparents, Recruiting, Leadership, Social Networking, Budgets, Income for Life, Small Business, Sales, Finance, Mortgage Lending, Wealth Accumulation, Real Estate, Term Life Insurance
Education
Metropolitan State College of Denver 1980 — 1981
Larimer County Vo Tech 1977 — 1979
Five Rings Financial May 2011 - Present
Senior Benefit Advisors March 2011 - Present
Skills
Financial Education, IRAs, Retirement Planning, Strategic Financial..., Employee Benefits
Education
Red Rocks Community College 2009 — 2011
Five Rings Financial August 2007 - Present
Quest Diagnostics 1998 - 2007
Skills
Retirement Planning, Health Insurance, Insurance, Retirement, Financial Planning, Microsoft Office, Customer Service, Customer Relations, Strategic Financial..., Coaching, Employee Benefits, Life Insurance, Small Business, Long Term Care Insurance, Training, Fixed Annuities, Term Life Insurance, Disability Insurance, 401k, Long-term Care, Financial Advisory
Education
DePaul University
BS, Medical Technology
Advocare November 2011 - Present
Fifth Third Bank July 2010 - July 2012
Five Rings Financial August 2009 - August 2010
Fifth Third Bank September 2000 - August 2009
Premier Designs Jewelry 2005 - 2009
Goodwill Industries March 1997 - August 2000
Montgomery County Support Enforcement Agency January 1996 - March 1997
Skills
Retail, Coaching, Customer Service, Public Speaking, Recruiting, Research, Management, Team Building, Sales, Human Resources, Finance, Networking, Leadership, Training, Small Business, Banking, Leadership Development, Marketing, Strategic Planning, Marketing Strategy, Employee Relations
Education
Heidelberg University 1991 — 1995
Bachelors, Psychology
Wayne High School
Five Rings Financial January 2007 - Present
Education
University of Houston
Essential Investment Partners, LLC October 2014 - May 2015
Investment Management Associates May 2014 - March 2015
IPS Strategic Capital January 2014 - May 2014
Five Rings Financial November 2013 - May 2014
China Minsheng Banking Corp.ltd May 2013 - August 2013
Ipsos Business Consulting April 2013 - August 2013
MassMutual Financial Group July 2010 - September 2010
Malatang Resturant May 2010 - July 2010
Skills
Strategic Planning, Financial Analysis, Data Analysis, Analysis, Financial Modeling, Microsoft Excel, Business Strategy, Public Speaking, Research, Microsoft Office, Budgets, Leadership, Management, Market Research, Project Management, Valuation, Finance
Education
Fordham University 2015 — 2017
Master of Science (MS), Global Finance
University of Colorado Denver 2011 — 2014
Bachelor's degree, Economics, 3.88
Stanford University 2012 — 2012
Exchange Student, Development Economics and International Development, 4.0
China Agricultural University 2009 — 2010
Bachelor's degree, Economics, 3.87
Fordham University
Fordham University
Hera Hub August 2011 - Present
Firehouse Gourmet, Inc. January 2010 - Present
Five Rings Financial June 2009 - Present
Evolve Digital January 2002 - Present
KSWZ Insurance Services November 1992 - Present
Infragard San Diego Members Alliance 2007 - 2015
Authentic Flavors Catering & St. Tropez Cakes June 2012 - 2013
Katherine Wichmann Zacharias 2008 - 2012
Macy's School of Cooking January 2010 - November 2011
Rwanda Basket Company February 2008 - 2011
Skills
Interrogation Techniques, Interviewing, Retirement Planning, Financial Planning, Microsoft Office, Quickbooks, HTML, Quicken, Skip Tracing, Insurance, Health, Savings, Small Business, Social Media Marketing, Customer Service, Customer Relations, Budgeting, Event Planning, PowerPoint, Word, Problem Solving, Excel, Social Media, Promotions, Research, Online Marketing, Fundraising, Outlook, Employee Benefits, Social Networking, Microsoft Excel, Microsoft Word, Strategic Financial..., Budgets, QuickBooks, Life Insurance, Disability Insurance, Sales, Personal Financial..., Management, Marketing, Fixed Annuities, Financial Advisory, Training, Leadership, Term Life Insurance, Health Insurance, IRAs, Retirement, Wealth
Education
San Diego State University-California State University 1987 — 1993
BA, International Business, Japanese, Asian Studies, Spanish
Westlake High School 1984 — 1987
Five Rings Financial May 2011 - Present
Fresh Air LLC January 2008 - Present
Skills
Real Estate, Insurance, Investments, Investment Properties, First Time Home Buyers, Budgets, Business Planning, Customer Service, Employee Benefits, Finance, Health Insurance, Leadership, Life Insurance, Management, Marketing, Mortgage Lending, New Business Development, Property, Public Speaking, Sales, Sales Management, Selling, Small Business, Strategic Financial..., Strategic Planning, Team Building, Marketing Strategy, Entrepreneurship, Social Media, Negotiation, Online Marketing, Microsoft Office, Coaching, Social Networking, Social Media Marketing
Education
University of Colorado at Boulder 1969 — 1973
Bachelor of Science (B.S.), Real Estate
Bear Creek High School 1966 — 1969
High School Diploma, General Studies
Five Rings Financial February 2007 - Present
Living Financial Solutions December 2006 - Present
Personal Home Lending Corporation January 2005 - December 2006
Education
North Carolina State University 1993 — 1995
Beach Training Solutions September 2013 - Present
Five Rings Financial April 2013 - Present
Pilot Media May 2011 - September 2012
Wells Fargo June 2010 - May 2011
SuperMedia LLC January 2004 - January 2010
Trader Publishing Company January 1999 - January 2003
Hampton Roads Medical Equipment August 1993 - January 1999
Shenandoah Medical Supply, Inc December 1991 - August 1993
Skills
Sales, Marketing, Advertising, E-commerce, Capital Equipment, Hospitals, Direct Mail, Cold Calling, Salesforce.com, Account Management, Lead Generation, B2B, Sales Presentations, Sales Process, Direct Sales
Education
Life & Annuities License 2013 2013 — 2013
Certificate, Life Insurance
Adult Learning Center, Virginia Beach, VA 2012 — 2012
Pharmacy Technician, Pharmacy Technician/Assistant
Old Dominion University 1979 — 1981
Business Administration
Five Rings Financial November 2012 - Present
Incom-Direct May 2011 - October 2011
Partners in I T March 2010 - August 2011
TMG - The Marketing Group July 2009 - June 2010
Three Value Sales Logic October 2008 - June 2009
3VLSI October 2008 - March 2009
Westerra Credit Union October 2006 - November 2007
Aegis Wholesale Mortgage 2006 - 2007
Skills
Sales Operations, Sales, Salesforce.com, Account Management, Business Development, Direct Sales, New Business Development, CRM, Lead Generation, Strategic Planning, Marketing, Team Building, Solution Selling, Customer Service, SaaS, Sales Management, Marketing Strategy, Management, Budgets, Training, Outsourcing, Leadership, Sales Process, Cold Calling, Recruiting
Education
The Ohio State University 1971 — 1976
BA, International Studies/Business
The Ohio State University 1971 — 1976
International Studies, Business
Peak Equity Group, LLC January 2014 - Present
Peak Investment Group February 2013 - Present
United Health Care August 2010 - Present
Five Rings Financial May 2009 - Present
Predovich & Company October 2005 - May 2015
Sanctuary Golf Course May 2004 - October 2010
Skills
Tax, Insurance, Strategic Financial..., Accounting, Retirement Planning, Retirement, Fixed Annuities, Health Insurance, Microsoft Office, Microsoft Excel, Life Insurance, Microsoft Word, Customer Service, PowerPoint, Budget, Employee Benefits, Investments, QuickBooks, Risk Management, Team Building, Budgets, Finance, Management, Disability Insurance, Term Life Insurance, Series 6, Real Estate, Financial Services, Financial Analysis, Entrepreneurship, Business Planning, Small Business, Leadership, Financial Modeling, Sales, Banking, Access, Financial Planning, Investment Properties
Education
Metropolitan State University of Denver 2005 — 2009
Bachelors, Finance
Smoky Hill 1999 — 2003
Five Rings Financial June 2015 - Present
Intelligent Property Solutions 2011 - Present
Shaklee Corporation 1996 - Present
Skills
Tax Free Retirement, Finance, Real Estate Transactions, Health & Wellness
Education
Indiana University—Purdue University Fort Wayne 1980 — 1983
Computer Science and Supervision
Five Rings Financial February 2012 - Present
Education
University of Colorado Colorado Springs 1997 — 2000
BA, Sociology and Special Education
Five Rings Financial April 2012 - Present
Wellmark BCBS of Iowa August 2011 - June 2013
Wellmark BCBS of Iowa April 2004 - August 2011
Wellmark BCBS of Iowa December 2001 - April 2004
Skills
Term Life Insurance, Life Insurance, Insurance, Strategic Financial..., Retirement Planning, Tax Free Retirement, Retirement, Fixed Indexed Annuities
Education
Western State College 1993 — 1995
Bachelor of Arts (B.A.), Business Administration and Management, General
Black Hills State University 1992 — 1993
Bachelor of Arts (B.A.), Accounting
Five Rings Financial June 2010 - Present
Skills
Retirement Planning, Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Long-term Care, Financial Analysis, Customer Service, Team Building, Financial Planning, Budgets, Sales, Disability Insurance, Sales Management, Health Insurance, Small Business, General Insurance, Microsoft Word
Education
Des Moines Area Community College
Insurance