Five Rings Financial, LLC
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Five Rings Financial, LLC Employees
Five Rings Financial, LLC June 2014 - Present
GoodSource Solutions September 2002 - November 2014
Skills
Advertising, Microsoft Word, Budgets, Menu Development, Food, Inventory Management, Sales Management, Retail, Sales, Leadership, Sales Operations, Team Building, Customer Service, Forecasting, Inventory Control, Strategic Planning
Education
Mike Russ Financial Training Centers 2014 — 2014
Burdette College 1997 — 1998
Associate's degree, Accounting, 3.75
Milford Highschool 1993 — 1996
University of Phoenix
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
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, LLC October 2013 - Present
Education
ITT Technical Institute-Thornton
Associate's degree, Computer Systems Networking and Telecommunications
Five Rings Financial, LLC July 2009 - Present
Evergreen Fire Rescue January 2009 - Present
Countrywide Home Loans March 2004 - October 2007
Skills
Bottom Line..., Business Intelligence, Insurance, Wealth, Wealth Accumulation, Financial Education, Retirement, Profit, Term Life Insurance, IRAs, Retirement Planning, Strategic Planning, Risk Management, Health Insurance, Life Insurance, Underwriting, Banking, Financial Services, Small Business, Estate Planning, Recruiting, Medicare, Financial Advisory, Investments, Employee Benefits, Property & Casualty..., Critical Illness, Disability Insurance, Finance, Strategic Financial..., General Insurance, Customer Service, Long-term Care, Savings, Coaching, 401k, Money, Fixed Annuities, Long Term Care Insurance, Financial Planners, Team Building, Sales, Wealth Management, Universal Life, Real Estate, Loans, Whole Life, Mortgage Lending, 401k Rollovers, Mutual Funds
Education
University of South Carolina-Columbia 1991 — 1994
Bachelor of Science, Finance/Mgmt
Five Rings Financial, LLC May 2015 - Present
24 Hour Fitness May 2010 - September 2015
Applebee's Restaurant May 2007 - March 2010
Ted's Montana Grill Restaurant January 2005 - February 2007
Skills
Exercise Physiology, Personal Training, Fitness Training, Sports Nutrition, Management, Fitness, Strength Training, Weight Training, Nutrition, Functional Training, Sports, Wellness, Customer Service, Team Building, Training, Leadership
Education
National American University 2010 — 2014
Bachelor of Science, Business Administration
Kingwood High School
High School Diploma
Canada Goose Inc April 2014 - Present
Canada Goose Inc September 2013 - April 2014
Canada Goose Inc November 2012 - September 2013
Gramicci January 2012 - November 2012
Five Rings Financial, LLC October 2011 - January 2012
University of Denver September 2011 - January 2012
Skills
Sales Management, Social Media, Customer Service, Public Speaking, Event Planning, Retail, Account Management, Merchandising, Social Networking, Microsoft Word, Sales, Fashion, Management, Strategy, Team Building, Social Media Marketing, Marketing, Inventory Management, Advertising
Education
Loyola Marymount University 2014 — 2016
Executive MBA
Colorado College 2004 — 2011
Bachelor of Arts, History Major, Film Minor
University of Minnesota-Twin Cities 2010 — 2010
College of Continuing Education
St. Mark's School 2001 — 2004
High School
Five Rings Financial, LLC January 2015 - Present
LegalShield September 2008 - Present
Lincoln Property Company July 2013 - December 2014
Lincoln Property Company November 2012 - December 2014
Prudential CA RealtyRealtor®Residential Realty June 2007 - December 2008
Financial Team & RealtyRealtor®Residential Realty September 2002 - February 2006
Skills
Public Speaking, Team Building, Real Estate, Sales, Training, Leadership Development, Entrepreneurship, Social Networking, Event Planning, Negotiation, Business Networking, Real Estate Transactions, Small Business, Employee Benefits, Coaching, Marketing, Start-ups, Sellers, Leadership, Customer Service, Social Media Marketing, Nonprofits, Strategic Planning, Contract Negotiation, Commercial Real Estate, Investors, Selling, Business Development, Investment Properties, Listings, Property Management, Buyers, Leases, Real Property, Apartments, Business Planning, Fundraising, Residential Homes, Buyer Representation, Retail, Finance
Education
University of Phoenix 2014 — 2016
Bachelor of Science (BS), Business Administration, Management and Operations
Kaplan Professional Schools, Real Estate 2013 — 2013
Real Estate- 168-hour National and State
University of Phoenix 2011 — 2013
Associate of Arts (AA), Foundations of Business Principles, 3.9
Christopher Newport University 1998 — 1999
Spanish
Greystone Technology August 2015 - Present
Greystone Technology Group, Inc. January 2015 - August 2015
Five Rings Financial, LLC June 2013 - January 2015
Denver Pro Sites and Marketing November 2012 - September 2013
Denver Pro Sites and Marketing March 2011 - November 2012
Morgan-Ross Galleries June 2009 - July 2011
Tour This Place March 2007 - January 2010
The Library Cafe 2006 - 2007
University of Colorado Denver 2005 - 2006
Pikes Peak Community College 2001 - 2005
Skills
SEO, SEO copywriting, Social Networking, Blogging, Event Planning, Customer Service, Supervisory Skills, Art, Adobe Creative Suite, Microsoft Office, Facebook, Twitter, Blog Management, Blog Marketing, Newsletters, Newsletter Production, Email Marketing, Social Media Marketing, Marketing, Sales, Web Design, Management, Online Marketing, WordPress, Press Releases, Online Advertising, Google Adwords, Web Marketing, Google Analytics, Nonprofits, Advertising, Website Development, Financial Services, Financial Risk
Education
University of Colorado at Denver 2005 — 2009
Political Science
Front Range Community College 2011 — 2012
Paralegal Studies
Pikes Peak Community College
English
NSTec August 2015 - Present
BreeDesigns 1998 - Present
Silman July 2012 - July 2015
University of Colorado at Colorado Springs July 2010 - July 2012
Five Rings Financial, LLC 2010 - 2012
ABWA Colorado Springs Women's Express Network 2009 - 2012
Farnsworth Group, Inc. September 2008 - July 2010
Bud Werner Memorial Library 2003 - 2008
Colorado Mountain College 2003 - 2007
Walt Disney World January 2001 - August 2001
Education
The George Washington University 2015 — 2017
Master of Fine Arts (MFA)
University of San Francisco 2011 — 2012
Advanced Master Certificate
Regis University 2007 — 2009
Master of Business Administration (MBA)
Louisiana State University 1996 — 2001
BA
Louisiana State University 1996 — 2000
BAMC
Five Rings Financial, LLC June 2014 - Present
The Countess Group - Marketing & Communications June 2013 - Present
Soul 2 Sole Massage Services January 2013 - Present
Administrative Professional May 2012 - Present
Toastmasters International May 2014 - Present
Marshall Rice PA May 2012 - May 2014
Premier Designs July 2013 - October 2013
BrightStar Care 2013 - 2013
Celebration Golf Club May 2012 - November 2012
Selma's Cookies November 2011 - February 2012
Skills
Travel Arrangements, Training, Notary Public, Public Speaking, Event Planning, Microsoft Office, Newsletters, Administrative..., Office Management, Leadership, Calendars, Social Media, Spreadsheets, Outlook, Office Administration, Time Management, Small Business, Sales, Customer Service, Social Media Marketing, Team Building, Event Management, Entrepreneurship, Social Networking, Cross-functional Team..., Facebook, Project Management, Access, Management, Email Marketing, Administration, Marketing
Education
Nyack College
BS, Organizational Management
Huddy-Green Financial Education November 2012 - November 2014
USHEALTH Advisors March 2012 - January 2013
Five Rings Financial, LLC November 2012 - December 2012
Seamus Health Advisors May 2011 - February 2012
Skills
Health Insurance, Insurance, Brokers, Employee Benefits, Whole Life, Universal Life, Term Life Insurance, Nutrition Education, Psychology, Holistic Health, Art, Graphic Design, Neuroscience, Outdoor Recreation, Wilderness First Aid, Wilderness Survivor..., Religious Studies, Writing, Computer Hardware, Holistic Medicine, Life Insurance, New Business Development, Finance, Strategic Financial..., Financial Risk, Financial Services, Money Management, Team Leadership, Team Management, Teamwork, Building New Business, Business Strategy, Editing, Licensed Life & Health..., Strategy, Disability Insurance, Investments, Critical Illness, Accident, Long Term Care Insurance, Health Savings Accounts, Financial Planners, Wealth, 401k, Small Business, Long-term Care, Retirement, Fixed Annuities, Retirement Planning, Personal Finance
Education
Insurance and Securities School of Colorado, LLC 2011 — 2011
Accident, Health, Life Insurance Agent, Accident, Health, Life Insurance Products and Law
Colorado State University 2008 — 2010
Pre-Med Neuro-Psychology, Transfer into Business
Arapahoe Community College 2004 — 2007
Transfer to Colorado State University, Art History, Criticism and Conservation, Graphic Design
Outward Bound Wilderness Survival School of Minnesota 2005 — 2005
Wilderness Survival and Leadership School, Wilderness Survival and Leadership Certification
Arapahoe High School 2000 — 2004
High School Diploma, General Education, 9-12
Five Rings Financial, LLC March 2015 - Present
Five Rings Financial, LLC March 2015 - Present
Five Rings Financial, LLC March 2015 - Present
Aflac January 2015 - Present
A-1 Southeastern DIP, LLC aka A-1 Southeastern Driver Improvement Program April 2002 - Present
Legal Shield Representative February 2015 - August 2015
Virginia Beach City Public School System August 2004 - July 2008
City of Virginia Beach Public School System October 1996 - July 2008
Beach Pub Restaurant August 2004 - December 2005
Eastern Virginia Medical School March 2003 - September 2004
Skills
Adult Education, Driver Improvement, Public Speaking, Teaching Adults, Teaching Writing, Teaching Reading, DMV approved, AAA certified, DMV certified, Teaching, Research, Tutoring, Lesson Planning, Teacher Training, Literacy, Classroom, Elementary Education, K-12, Special Education, Early Childhood..., Test Preparation, Learning Disabilities, Community Outreach, Higher Education, Editing, Legal Research, Benefits Consultant, Voluntary/Supplemental..., Group Insurance, Individual Insurance, Accident Insurance, Short Term Disability..., Cancer Insurance, Whole Life, Term Life Insurance, Flexible Spending..., Cafeteria Plans, Health Savings Accounts, Health Care Reform, Affordable Care Act, Insurance Claims, Cold Calling, Dental Insurance, Vision Insurance, Employee Benefits, Equity Indexed Annuities, Customer Service, Negotiation, Living Benefits...
Education
State Health, Life Insurance and Annunities Licensing 2015 — 2015
Licensed, Health, Life Insurance & Annunities, Passed
AAA Driver Improvement Program 2014 — 2014
Certification, Instructor certification course, Passed
Virginia Wesleyan College 1998 — 2002
Bachelor of Arts (B.A.), History, Art History, Secondary Education
The College of William and Mary 1998 — 1998
No degree obtained, History, 4.00
Norfolk State University 1996 — 1998
No degree obtained;, History; Political Science Studies, 3.5793
Tidewater Community College 1994 — 1996
Associate of Arts and Sciences (A.A.S.), Administration of Justice, 3.242
Virginia Wesleyan College 1978 — 1980
Bachelor of Arts (B.A.), Biology, General
Five Rings Financial, LLC October 2014 - Present
Miller-Motte Technical College June 2013 - October 2014
Army Community Service, Baumholder Germany 2007 - 2008
Skills
Higher Education, College Recruiting, Written & Oral..., Coordination, Telephone Skills, Elementary Education, Lesson Planning, Differentiated..., Customer Service, Compliance, Classroom, DoD, Microsoft Excel, Financial Risk, Food & Beverage, Lead Generation, Lecturing, Loans, Microsoft Office, Microsoft Word, Newsletters, PowerPoint, Restaurants, Tutoring, Student Financial Aid, Leadership, Team Building, Sales, Public Speaking, Event Planning, Management, Training, Teaching, Finance, Admissions, Coaching, Budgets
Education
Western Governors University 2008 — 2012
Master of Education (MEd), Elementary Education and Teaching
Austin Peay State University 2001 — 2005
Bachelor's degree, Finance
Five Rings Financial, LLC April 2010 - Present
Skills
Retirement, Retirement Planning, Fixed Annuities, IRAs, Financial Services, Wealth, Strategic Financial..., Financial Education, Life Insurance, Investments, Wealth Accumulation, Term Life Insurance, Employee Benefits, Disability Insurance, Financial Planners, Long-term Care, Financial Advisory, Estate Planning, Savings, Mutual Funds, 401k Rollovers, 401k
Education
San Diego State University-California State University 1984 — 1988
B.A., Economics
Five Rings Financial, LLC May 2005 - Present
Skills
Leadership, Fixed Annuities, Retirement, Strategic Planning, Life Insurance, Program Management, Term Life Insurance, Retirement Planning, Insurance, Wealth, Health Insurance, Small Business, Disability Insurance, 401k Rollovers, Long-term Care, Financial Advisory, Entrepreneurship, Strategic Financial..., Team Building, Financial Services, Public Speaking, Employee Benefits, Universal Life, Coaching, IRAs, Finance, Investments, Wealth Accumulation, Estate Planning, 401k, Mortgage Marketing, Mortgage Lending, Financial Education
Education
University of Kansas
Five Rings Financial, LLC 2011 - Present
Five Rings Financial, LLC 2011 - Present
National Life Group 2011 - 2015
San Carlos 2004 - 2014
The Hartford 2009 - 2011
Skills
Customer Service, Wealth, Wealth Accumulation, Retirement Planning, Financial Services, Life Insurance, Employee Benefits, Retirement, Long-term Care, Financial Planners, 401k, Team Building, Strategic Planning
Education
Kent State University at Geauga
Five Rings Financial, LLC May 2014 - Present
Skills
Microsoft Office, Customer Service, PowerPoint, Windows, Outlook, HTML, Strategic Planning, Budgets, Team Leadership, Leadership, Team Building, Training, Troubleshooting, Marketing, Management, Sales, Account Management, Business Analysis, Retirement Planning, Teaching, Roth IRA, Entrepreneurship, Employee Benefits, Microsoft Word, Networking, Public Speaking, English, Research, Photoshop, Small Business, Financial Services, Education, Network Administration, Project Management, Information Technology, Blackberry Enterprise..., Microsoft Excel, Bookkeeping, Chef, Social Media Marketing, Social Networking, CRM, Selling, Sales Operations, Recruiting, Coaching, Real Estate, Sales Management, Human Resources
Education
Regis University
Bachelor of Arts (B.A.), Political Science and Government
Toastmasters International
Public Speaking and Leadership
Five Rings Financial, LLC August 2014 - Present
Jett Business Solutions August 2012 - December 2014
Dunn CPA Firm - Tax Solutions Group February 2013 - December 2013
Wells Fargo Advisors, LLC May 2003 - July 2012
Morgan Stanley January 2000 - January 2002
Morgan Stanley September 1997 - February 2000
Skills
Practice Management..., Marketing Strategy, Client Development, Business Development, Recruiting, Marketing, Financial Services, Training, Financial Advisory, Investments, New Business Development, Sales Management, Strategic Planning, Account Management, Insurance, Coaching, Sales, Financial Analysis, Leadership, Risk Management, Negotiation, Small Business, Start-ups
Education
George Mason University 1976 — 1980
BA, Government and Politics
Five Rings Financial, LLC October 2011 - Present
VIcom Virginia Integrated Communications March 2011 - October 2011
My Time is Your Time Lifestyle Management August 2007 - March 2011
The Christian Broadcast Network June 2006 - August 2007
USA TODAY December 2002 - June 2006
Quality Recruiting Partners January 2000 - December 2002
Technology Totems February 1995 - January 2000
Catapult Software Training an IBM company October 1992 - November 1995
Vanguard Communications September 1991 - October 1992
Skills
Living Benefits, Tax Free Retirement, Permanent Life Insurance, Life Insurance, Fundraising, Personal Financial..., Training, Licensed Life & Health..., Financial Education, Term Life Insurance, Customer Service, Sales, Management, New Business Development, Strategic Planning, Public Speaking, Sales Management, Recruiting, Building Relationships, Team Building, People Skills, Business Development, Insurance, Trusted Advisor, Negotiation, Nonprofits, Instructor-led Training, Employee Benefits, Leadership, Managing Finances, Life & Health Insurance..., Licensed Life Insurance..., Marketing, Marketing Strategy, Strategy
Education
Radford University 1987 — 1991
Five Rings Financial, LLC November 2008 - Present
Spectrum Catering May 2005 - October 2008
Restaurant Associates March 2004 - October 2008
Skills
Retirement, Retirement Planning, Annuities, Public Speaking, Insurance, Social Media, Fixed Annuities, Tax Free Retirement, Living Benefits..., Employee Benefits, Leadership, Estate Planning, Investments, Team Building, Marketing Strategy, Long-term Care, Microsoft Office, Strategic Financial..., Management, Social Networking, Customer Service, Life Insurance, Wealth Management, New Business Development, Financial Planners, Term Life Insurance, Coaching, Strategic Planning, Program Management, Small Business, Sales, Wealth, Financial Services, Recruiting, Health Insurance, Training, Negotiation, 401k, Risk Management, IRAs, Event Planning, Sales Management, Business Networking, Business Planning, Financial Advisory, Finance, Disability Insurance, Time Management, Entrepreneurship, Marketing
Education
Oregon State University 1998 — 1999
BS, Forestry Management
Bowling Green State University 1995 — 1999
BA, Recreation Administration
Five Rings Financial, LLC 2013 - Present
Messinger Group real estate January 2004 - Present
Skills
Wealth Accumulation, Retirement Planning, Tax Free Income, Life Insurance, Indexed Annuities, Retirement Savings, Universal Life, Real Estate, First Time Home Buyers, New Home Sales, Investment Properties, Buyer Representation, Sellers, Property, Residential Homes, Single Family Homes, Listings, Selling, Referrals, Foreclosures, Short Sales, REO, Sales
Education
University of Colorado Boulder 1982 — 1984
University of Colorado Denver 1981 — 1982
Music business
University of Northern Colorado 1979 — 1981
Music performance
XTO Energy June 2015 - Present
Five Rings Financial, LLC May 2015 - Present
Heritage Health Solutions June 2013 - June 2015
American Paint Horse Association September 2005 - June 2013
American Quarter Horse Association January 2002 - January 2005
ARKAY Computer Consultants April 1998 - December 1998
Lockheed Martin September 1995 - March 1998
Idaho Financial Associates May 1993 - August 1995
Skills
Microsoft Office, HTML, ASP.NET, .NET, Microsoft SQL Server, C#, Visual Studio, Project Management, SQL, Windows, VB.NET, Web Development, XML, T-SQL, Web Applications, ASP.NET MVC, TFS, Web Services, Databases, WCF, Agile Methodologies, SharePoint, JavaScript, Software Development, Access, Program Management, ASP, IIS, Integration, SSRS, ADO.NET, Visio, SSIS, Database Design, Software Documentation, Testing, Cloud Computing, Programming, Customer Service, Process Improvement, DB2, Database Administration, Microsoft Excel, Public Speaking, Technical Support, Requirements Analysis, Software Project...
Education
Idaho State University 1991 — 1993
Associate's degree, Computer Software Engineering, 3.5
Five Rings Financial, LLC November 2013 - Present
Likes Local, LLC December 2011 - September 2013
Qnanza May 2011 - February 2012
Zurvita January 2010 - June 2011
LocalEdge Marketing Solutions August 2009 - December 2010
BailPro Bail Bonding November 2004 - October 2009
Sun Microsystems April 1999 - November 2001
Sun Microsystems April 1998 - October 2001
Skills
Entrepreneurship, Small Business, Sales, Strategy, Lead Generation, Social Networking, Team Building, Public Speaking, Leadership, Training, Fixed Annuities, Team Leadership, Retirement, Personal Development, Life Insurance, Management, Sales Presentations, Financial Services, Employee Benefits, 401k, 401k Rollovers, Tax Free Income, IRAs, Term Life Insurance, Permanent Life Insurance, Guaranteed Lifetime..., Indexed Annuities, Business Development
Education
Fort Lewis College 1990 — 1994
Accounting, Accounting, Finance, Business
Weld Central 1987 — 1990
Vertical Solutions, Inc. August 2011 - Present
Five Rings Financial, LLC 2015 - 2015
MI Homes of Raleigh 2008 - 2010
KB Home 2004 - 2008
Skills
Building Relationships, Partnership Development, Communications..., Project Coordination, Partnerships, B2B, Sales, Sales Operations, New Home Sales, Contract Management, Contract Negotiation
Education
Florida Southern College 1994 — 1997
Northwestern Regional
Five Rings Financial, LLC October 2008 - Present
Metro Auto Link LLC January 2000 - March 2008
Skills
Indexed Annuities, Retirement Planning, Life Insurance, Life insurance for Life, Term Life Insurance, Personalized Pensions, Insurance, Retirement, Fixed Annuities, Disability Insurance, Long-term Care, Wealth Accumulation, IRAs, 401k Rollovers, 401k, Retirement Savings, Wealth, Financial Education, Roth IRA, Estate Planning, Strategic Financial..., Financial Planners, Financial Planning
Education
Michigan State University
BS, Retailing/Business Admin
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
5 Rings Financial March 2008 - Present
Five Rings Financial, LLC 2008 - Present
HomeSmart Realty West April 2003 - Present
Skills
Real Estate, Insurance, Sales, Sellers, Public Speaking, Strategic Planning, Oceanside Real Estate, Investment Properties, Relocation, Marketing, Small Business, Team Building, Leadership, Single Family Homes, Short Sales, Foreclosures, REO, Referrals
Education
Farmingdale State University of New York
Associate's Degree, Dental Hygiene, 4.0
California Bureau of Real Estate
Real Estate Agent Salesperson, Real Estate
UCLA
Dental Hygiene/Hygienist
Five Rings Financial, LLC April 2014 - Present
J.T.Bishop & Associates February 2011 - Present
Aurora Public Schools September 2008 - September 2013
Charles Schwab June 2010 - December 2012
Extraordinary Vision Consulting October 2007 - June 2010
JP Morgan Chase October 2005 - October 2007
Various Political Campaigns 2002 - 2005
University of Detroit Mercy 2000 - 2004
Skills
powerpoint, series 7, series 66, coaching, risk management, employee benefits, financial coaching, start-up consulting, Small Business, Entrepreneurship, Mentoring, Team Building, Investments, Insurance, Fundraising, Public Speaking, Instructional Design, Retirement Plan..., Life Coaching, Series 7, Coaching, Uniform Combined State..., PowerPoint, Employee Benefits, Financial Coaching, Human Resources, Risk Management, Start-ups, Time Management, Management, Strategic Planning
Education
University of Detroit Mercy 2000 — 2004
B.A., Political Science
Five Rings Financial, LLC October 2012 - Present
KMS Solutions, LLC June 2012 - Present
Acuity Consulting, Inc. July 2008 - March 2012
General Dynamics Information Technology May 2007 - June 2008
SAIC April 2006 - May 2007
US Army Intelligence and Security Command (INSCOM) May 2004 - February 2006
527th Military Intelligence Battalion April 2003 - April 2004
305th Military Intelligence Battalion November 2000 - March 2003
Communications and Electronics Command (CECOM) August 1997 - November 2000
Skills
Training Program..., Team Leadership, Presentation..., Performance-Based..., Curriculum Development, Personal Finance..., New Equipment Training, Project Management, Public Speaking, Adobe Captivate, Captivate, Employee Training, Security Clearance, Leadership, Security, Military, Software Documentation, Program Management, Process Improvement, Training, Government, Management, DoD, Team Building
Education
TUI University 2003 — 2006
MS, Information Technology Management
University of Phoenix 2001 — 2003
BS, Information Technology
University of Maryland College Park
AA, Computer Studies
Five Rings Financial, LLC August 2014 - Present
Affordable Lawn care Landscaping and Tree Service, Inc September 2007 - Present
First Command Financial Planning July 2008 - July 2014
Chevy Chase Bank May 2006 - May 2008
Skills
Retirement Planning, Life Insurance, Management, Public Speaking, Coaching, Retirement, Pruning, Insurance, Team Building, Finance, Strategic Planning, Aeration, Mowing, Seeding, Landscape Design, Landscape Maintenance, Edging, Small Business, Loans, Banking, Credit, Portfolio Management, Mortgage Lending, Small Business Lending, Leadership, Consumer Lending, Commercial Lending, Customer Service, Marketing
Education
Fordham University 1986 — 1990
BS, Fine Arts
Randolph Union High School, Randoplh, VT 1982 — 1986
Fentons Automotive August 2006 - Present
Five Rings Financial, LLC 2010 - 2014
Farmers Insurance September 2004 - February 2006
Jim & Jack's, Ostrom Chevrolet, Rosecrans Auto Body February 2000 - September 2004
Farmers Insurance June 1991 - February 2000
Skills
Health Insurance, Annuities, Term Life Insurance, Claims, Insurance Claims, Property Damage, IRA's, Group Health, Adjusting, Retirement, Financial Planning, Retirement Planning, Subrogation, Insurance, Claim, Fixed Annuities, Adjustments, Property & Casualty..., Strategic Financial..., Life Insurance, Automobile, Liability, Disability Insurance, General Insurance, Team Building, Management
Education
University of California, Los Angeles 1994 — 1996
Accounting, Business Law
University of California, San Diego 1978 — 1984
BA, Economics
P.A.D.I. 1982 — 1983
Open Water SCUBA Instructor, Open Water SCUBA
The Bishops Schools, La Jolla 1975 — 1978
H.S. Diploma, Basic and AP Courses
La Jolla High School 1975 — 1975
Five Rings Financial, LLC September 2015 - Present
Aspen Graphics, Inc May 2015 - September 2015
nGenes Investments/Harris-Gray Consulting August 2005 - September 2015
Allegra Print and Imaging August 2014 - March 2015
Allegra Print and Imaging April 2008 - August 2014
Aspen Real Estate December 2005 - December 2010
Transunion, Settlement Solutions Division March 2003 - July 2005
Atlantic Assurance September 1993 - March 2003
Skills
Leadership, Strategy, Management, Operations Management, Start-ups, Process Improvement, Marketing, Business Development, Sales, CRM, Digital Printing, Vendor Management, Training, Marketing Strategy, Sales Process, Strategic Planning, Sales Management, Mergers & Acquisitions, Finance, Title Insurance, Negotiation, Insurance, Lead Generation, Team Building, Business Strategy, Account Management, Real Estate Investor, Small Business, Executive Management, Selling, Customer Service, B2B, Print, Newsletters, Investment Properties, Direct Marketing, Business Planning, Investments, Problem Solving, Social Media, Social Media Marketing, Real Estate, Marketing Communications, Project Management, Integrated Marketing, Strategic Partnerships, Contract Negotiation, Budgets, Public Speaking, New Business Development
Education
Hope International University
Sociology
Orange Coast College
General Education
Colonnade Children's Center January 2015 - Present
Five Rings Financial, LLC October 2014 - Present
One Community At A Time June 2013 - Present
Community Otreach Group (Planned Parenthood) August 2014 - November 2014
National Disability Caucus for College Democrats of America September 2013 - October 2014
College Democrats of America April 2013 - October 2014
LAB INK 13 September 2013 - September 2014
Adams 12 Five Star Schools April 2013 - June 2013
UNLV/ MSCD I start at MSCD in January of 2013 January 2011 - December 2012
Democratic Party of Nevada/Colorado January 2012 - November 2012
Skills
Profit, Visual Merchandising, Marketing, Program Management, Training, Retail, Social Networking, Volunteer Management, Leadership Development, Program Development, Community Organizing, Staff Development, Community Development, Recruiting, Community Outreach, Public Policy, Strategic Planning, Editing, Entertainment, Marketing Strategy, Media Relations, Public Speaking, Management, Public Relations, Nonprofits, Social Media Marketing, Event Planning, Fundraising, Social Media, Leadership, Research, Customer Service, Politics, Team Building, Event Management, Teaching, Sales, Microsoft Office
Education
UNLV 2011 — 2013
transferred, Geology/Earth Science, General
College of the Redwoods 2011 — 2011
Geology/Earth Science, General
University of Hawaii at Manoa 2004 — 2005
B.S., Geological and Earth Sciences/Geosciences
Red Rocks Community College 2001 — 2003
N/A, Geology/Earth Science, General
Five Rings Financial, LLC January 2015 - Present
Rupps Drums November 2014 - Present
Durango & Silverton Narrow Gauge Railroad May 2014 - November 2014
Katzin Music Store and Studios July 2013 - October 2014
Durango and Silverton Narrow Gauge Railroad May 2011 - November 2013
Panera Bread November 2008 - July 2010
Skills
Drums/ Percussion, Piano Playing, Eagle Scout, Business Strategy, Customer Service, Microsoft Office, Microsoft Excel, Social Networking, Teamwork, Facebook, Percussion, Time Management, Photoshop, Communication, Drum Set, Musicians, Piano, Bass Guitar, Sales, Acoustic Guitar, Guitar, Music Theory
Education
Fort Lewis College 2010 — 2014
Bachelor's Degree, Music/ Business
Grandview High School 2004 — 2008
High School, Music Performance, General
Virginia Beach City Public Schools 2008 - Present
Five Rings Financial, LLC 2014 - 2015
Education
Regent University 2012 — 2014
Master's Degree, Strategic Foresight
Old Dominion University 2009 — 2011
Bachelor's Degree, Finance
Old Dominion University 2005 — 2007
Bachelor's Degree, Business Administration and Management, General
Life
Five Rings Financial, LLC June 2012 - Present
Legal Shield February 2011 - Present
Puckett and Associates February 2011 - Present
Retail Alliance July 2009 - January 2011
Hampton Roads Chamber of Commerce May 2005 - July 2009
Skills
Social Media Marketing, Public Relations, Social Media, Marketing, Strategic Planning, Media Relations, Event Planning, Public Speaking, Marketing Communications, Advertising, Small Business, Negotiation, SEO, Leadership, Marketing Strategy, Training, Sales, Leadership Development, Customer Service, Event Management, Insurance, Fundraising, Budgets, Entrepreneurship, Recruiting, New Business Development, Management, Online Advertising, Online Marketing, Social Networking, Email Marketing, Account Management, Contract Negotiation, Business Planning, Team Building, Business Development, Nonprofits, Coaching, Sales Management, Selling, Lead Generation, Start-ups, Employee Benefits, Team Leadership, Direct Sales, Strategy
Education
Old Dominion University
BS, Business
The University of New Mexico
Business Administration and Manage
Five Rings Financial, LLC May 2011 - Present
FemmePowerU July 2013 - December 2014
My Grumpy Husband January 2011 - December 2014
Good Ol' Gals 2009 - 2014
BellaMar Concierge, Inc. January 2009 - May 2011
In Biz Latino 2009 - 2011
B.A. Worthing, Inc. January 2005 - January 2010
Pepperdine University September 2004 - May 2005
Smith Barney 2004 - 2005
Skills
Public Speaking, Event Planning, Business Networking, Spanish, Wordpress, 401k Rollovers, IRA Rollovers, Tax Free Retirement, Women's Financial..., Writing, Visionary, Entrepreneurship, Fixed Indexed Annuities, Universal Life, IRAs, Retirement, Financial Education, Indexed Annuities, Insurance, Small Business, Marketing Strategy, Budgets, Coaching, Strategic Planning, Team Building, Real Estate, Fundraising, Fixed Annuities, Strategic Financial..., Term Life Insurance, Financial Services, Customer Service, Social Networking, Life Insurance, Long-term Care, Marketing, Employee Benefits, Sales, Investments, Social Media Marketing, Business Planning, Retirement Planning, Leadership, Financial Advisory, Estate Planning, Risk Management, Wealth, 401k, Leadership Development, Disability Insurance
Education
Pepperdine University 2002 — 2006
Speech Communication, Public Speaking and Rhetoric
Five Rings Financial, LLC November 2013 - Present
MGC Investments March 2004 - November 2013
Claria Corporation October 2002 - September 2007
Skills
Retirement, Retirement Savings, Retirement Income..., Life Insurance, Term Life Insurance, Permanent Life Insurance, Annuity Sales, Fixed Annuities, Indexed Annuities, Equity Indexed Annuities, Real Estate Transactions, Investment Properties, Real Estate, Marketing, Condos, Selling, Luxury, Sales, Buyer Representation, Real Estate Marketing, Listing Homes
Education
University of California, Berkeley 1999 — 2001
Professional Certificate, Marketing and Graphic Design
Universidade Federal do Pará 1994 — 1998
BS, Computer Science
Five Rings Financial, LLC February 2015 - Present
The Pampered Chef 2014 - 2015
Solo Sports Group December 2011 - February 2013
Mobile Systems Wireless June 2001 - December 2011
Farmers Insurance January 2000 - June 2001
Skills
Public Speaking, Customer Service, Bookkeeping, Accounting, QuickBooks, Microsoft Excel, Microsoft Word, Filing, Budgets, Analysis, Financial Analysis, Financial Reporting, Data Entry, Account Reconciliation, Outlook, Accounts Payable, Accounts Receivable, Microsoft Office, Windows, Photoshop, Strategic Planning, PowerPoint, Editing, English, Research, HTML, Time Management, Ten Key, Typing, Payroll Taxes, Quarterly Taxes, Money Management, Bank Reconciliation, Budget Reconciliation, Commissioning, Supervisory Experience, Life Insurance, Fixed Annuities, Equity Indexed Annuities, Permanent Life Insurance, Term Life Insurance, Leadership
Education
Pacific University 1986 — 1990
Bachelor's Degree, Accounting and Business/Management
Pacific University 1986 — 1990
Bachelor's degree Business Admin - C, Accounting
Five Rings Financial, LLC September 2014 - Present
CUTCO Cutlery May 2008 - January 2015
Skills
Tax Free Retirement, Retirement Planning, 401k Rollovers, Qualified Retirement..., Retirement Income..., Leadership, Leadership Development, Customer Service, Sales, Direct Sales, Training, Team Building, Recruiting, Sales Operations, Sales Management, Negotiation, Time Management, Public Speaking, Consulting, Personal Coaching, New Business Development, Relationship Building, Team Leadership, Strategic Planning, Indexed Annuities, Life Insurance, Financial Services, Financial Coaching, Cost Savings, Retirement Savings
Education
University of North Texas 2006 — 2010
Music, Business
University of North Texas 2006 — 2010
FUEL Financial, Inc. October 2010 - Present
Five Rings Financial, LLC February 2004 - January 2011
Futures Analytics June 1995 - June 2003
S.M.Stoller Corporation July 1989 - May 1995
Kinder Morgan July 1981 - August 1983
Skills
Insurance, Financial Services, Management, Small Business, Retirement Planning, Investments, Retirement, Fixed Annuities, Art, Strategic Financial..., Risk Management, Health Insurance, 401k, Estate Planning, Public Speaking, Employee Benefits, Team Building, Strategic Planning, Budgets, New Business Development
Education
University at Albany, SUNY 1976 — 1980
BS, Geology
Five Rings Financial, LLC January 2012 - Present
Family First Agency January 2005 - Present
Skills
Retirement Planning, Financial Services, Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Small Business, Financial Planning, Retirement, IRAs, Roth IRA, Financial Planners, Disability Insurance, Health Insurance, Long-term Care, Employee Benefits, Umbrella Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Universal Life, Estate Planning, Strategic Financial..., 401k Rollovers, Critical Illness, 401k, Wealth, Tax Free Income, Indexed Annuities
Education
Fort Hays State University
Five Rings Financial, LLC July 2014 - Present
Home Revelation November 2013 - June 2014
Flashpoint Personnel April 2010 - October 2013
Kelly Services September 2008 - February 2010
Steadystaff April 2004 - June 2008
Office Pavilion March 2003 - April 2004
Jones Networking October 2002 - March 2003
Allines Placement Firm December 1999 - September 2002
ARINC, Inc. May 1997 - November 1999
GAP Kids August 1993 - May 1997
Skills
Business Development, Sales Operations, Sales, Management, New Business Development, Cold Calling, Training, Marketing, Human Resources, Start-ups, Marketing Strategy, Sales Presentations, Networking, Retail, Applicant Tracking..., Recruiting, Temporary Staffing, Talent Acquisition, Staffing Services, Technical Recruiting, Customer Service
Education
University of South Carolina-Columbia 1988 — 1992
Bachelor of Science (BS), Retail Management
Five Rings Financial, LLC September 2015 - Present
Self - Employed October 2011 - Present
Arvay's Training Stables June 2005 - January 2012
ACRON (USA) LP June 2004 - October 2004
SANDITEN COMPANIES June 2002 - July 2004
BURLINGAME INC August 1998 - January 2002
Jean Kelly May 1995 - August 1998
DIRECT FURNITURE OUTLET March 1988 - June 1995
OTV Accoutning May 1985 - July 1988
Skills
Team Building, Microsoft Office, Public Speaking, Horses, Research, Customer Service, Payroll, Time Management, Sales, Strategic Planning, Budgets, Microsoft Excel, Event Planning, Human Resources, Social Media
Education
Langston University 1997 — 1999
Langston University
Business Administration and Equine Management
Rogers State University
Associates of applied Science
Tulsa Community College
Health and Human Performance
Van Meter Inc. May 2014 - Present
Five Rings Financial, LLC 2013 - Present
LegalShield December 2011 - Present
Cedar Rapids Daybreak Rotary October 2010 - Present
North Forty August 2012 - June 2013
Cedar Rapids Daybreak Rotary 2010 - 2013
Elder Services, Inc. May 2012 - August 2012
ABWA Cedar Rapids Charter Chapter January 2010 - June 2012
Beacon Financial Solutions January 2010 - April 2012
CRPRA 2012 - 2012
Skills
Social Media, Strategic Planning, Negotiation, Public Relations, Public Speaking, Event Planning, Marketing Communications, Microsoft Office, Customer Service, Fundraising, Writing, Non-profits, Advertising, Word, Editing, Marketing Strategy, Training, Project Management, Online Marketing, Entrepreneurship, Coaching, Leadership, Event Management, Research, Marketing, Email Marketing, Social Networking, Sales, CRM, Team Building, Market Research, Microsoft Word, Management, Nonprofits, Program Management, Social Media Marketing, Budgets, Small Business, Leadership Development, Strategic Communications, Direct Marketing, Project Planning, Facebook, Copywriting, Volunteer Management, Newsletters, New Business Development, Blogging, Media Relations, Community Outreach
Education
University of Northern Iowa 1968 — 1970
Five Rings Financial, LLC 2004 - Present
Don Donnelly Horseback Vacations 1986 - 1999
Skills
Term Life Insurance, Retirement, Fixed Annuities, Life Insurance, Health Insurance, Disability Insurance, Retirement Planning, Insurance, Long-term Care, Small Business, Whole Life, Medicare, Universal Life, 401k Rollovers, IRAs, Roth IRA, Long Term Care Insurance, 401k, Financial Planners, Indexed Annuities, Wealth, Employee Benefits, Estate Planning, Financial Advisory, Critical Illness, Strategic Financial..., Accident, Savings, Health Savings Accounts, Wealth Accumulation, Insurance Brokerage, Voluntary Employee..., Retirement Savings, Retirement Plan..., Financial Education, Homeowners, Financial Services, Brokers, Permanent Life Insurance, Commercial Lines, Financial Planning
Education
Colorado Mesa University
Liberal Arts
Bob Van Cleave Financial Services May 2015 - Present
Keller Williams Realty July 2008 - Present
Northeast Kansas October 1999 - Present
Five Rings Financial, LLC February 2014 - May 2015
Transamerica Financial Advisors, Inc. May 2012 - July 2013
Covansys May 1999 - August 2004
Fireman's Fund AgriBusiness August 1996 - May 1999
Skills
Investment Properties, Real Estate, Foreclosures, Selling, Investments, Investors, Property, Short Sales, Strategic Financial..., Residential Homes, Loans, REO, Marketing Strategy, First Time Home Buyers, Refinance
Education
University of Missouri-Kansas City 2010 — 2014
Master of Business Administration (M.B.A.), Finance
Kansas State University 1990 — 1995
B.S. BUSINESS ADMINISTRATION, Accounting, Management Information Systems
Five Rings Financial, LLC December 2014 - Present
Oracle December 2010 - Present
LocalEDGE Marketing Solutions March 2009 - December 2010
BailPRO Bail Bonds January 2004 - April 2009
Sun Microsystems February 1999 - March 2009
Skills
Building Relationships, Sales, Streamline Processes, Marketing, Program Management, Lead Generation, Small Business, Brand Awareness, Teamwork, Solution Selling, Account Management, Cold Calling, Business Development, Leadership, Cross-functional Team..., Business Process, Management, Customer Service, Entrepreneurship, Marketing Management, Sales Process, Direct Sales
Education
Colorado State University 1990 — 1994
BS, Business Administration - Concentration in Sales and Marketing
Weld Central HS 1983 — 1986
Five Rings Financial, LLC March 2014 - Present
Life, Accident & Health July 2012 - April 2014
First Annuity & Insurance Marketing May 2010 - May 2012
Skills
Insurance, Disability Insurance, Fixed Annuities, Term Life Insurance, Life Insurance, Sales, Business Development, Property & Casualty..., Brokers, Employee Benefits, Marketing, Retirement, Medicare, Small Business, Long-term Care, Retirement Planning, General Insurance, IRAs, Health Insurance, Strategic Financial..., Living Benefits..., Wealth Accumulation, 401k Rollovers, Roth IRA, SEP IRA, Self Directed IRA, Private Pension Plans, Tax Free Retirement, Financial Education, Retirement Savings, Business Protection, College Funding, 401k, Living Benefits, Financial Planning
Education
Metropolitan State University of Denver 1998 — 2004
Bachelor of Fine Arts (BFA), Communication Design
University of Northern Colorado 1989 — 1991
Business Administration/ Marketing
Five Rings Financial, LLC February 2013 - Present
Transamerica Life Insurance Company May 2009 - February 2013
AEGON August 2006 - May 2009
AEGON August 1999 - August 2006
Tanager Place 1992 - 1999
Skills
Insurance, Leadership, Life Insurance, Underwriting, Retirement Planning, Risk Management, Retirement, Management, Health Insurance, Financial Services, Fixed Annuities, Employee Benefits, Customer Service, Finance, Disability Insurance, Term Life Insurance, Strategic Financial..., Wealth, Start-ups, Long-term Care, Selling, 401k, Team Building, Investments, Financial Planners, Mutual Funds, Wealth Management, Brokers, Reinsurance, Critical Illness, Estate Planning, General Insurance, Strategic Planning
Education
University of Iowa 1991 — 1994
CR Jefferson High School
Hewlett-Packard July 2015 - Present
Five Rings Financial, LLC October 2013 - Present
Self Employed November 2010 - Present
Delta Fusion July 2010 - Present
Bitter Dregs February 2009 - Present
CA Technologies January 2014 - July 2015
Advanced Energy February 2012 - April 2013
Advanced Energy August 2007 - July 2012
AWAKENING 2010 - 2011
Shutdown Friday January 2003 - March 2009
Skills
Testing, RF, Automation, Test Engineering, Debugging, Firmware, Test Automation, Manufacturing, Failure Analysis, Analog, Electronics, Power Supplies, Engineering Management, PCB design, Software Development, Labview, Power Electronics, Test Equipment, FPGA, Engineering, C++, Embedded Systems, Perl, Visual Basic, SPC, Software Design, Reliability Engineering, Data Analysis, Statistics, ClearQuest, Python, VBScript, SQL, Database Administration, Crystal Reports, Borland C++, Compliance Engineering, Report Automation, Groovy, Java, Gradle, Selenium, Git, SVN, IntelliJ IDEA, Eclipse, Maven, PCB Design, LabVIEW
Education
University of Phoenix 2004 — 2006
Master of Business Administration (MBA), Technical Management, 3.9
Weber State University 1990 — 1992
BS, Electrical and Electronics Engineering, 3.4
BYU-Idaho 1985 — 1989
Associate of Arts and Sciences (AAS), Electrical, Electronics and Communications Engineering, 3.4
Five Rings Financial, LLC February 2015 - Present
diamonds direct June 2000 - Present
dallas gold and silver ex February 1993 - February 2000
Skills
New Business Development, Strategic Planning, Marketing Strategy, Marketing, Product Development, Entrepreneurship, Business Strategy, Account Management, Sales Management, Brand Development, E-commerce, Online Marketing, Business Planning, Start-ups, B2B, Coaching, Leadership, Negotiation, Small Business, Team Building, Online Advertising
Education
Brigham Young University 1980 — 1982
Raytheon July 1996 - Present
Five Rings Financial, LLC May 2012 - Present
Skills
Systems Engineering, Integration, Security Clearance, DoD
Education
Colorado Technical University 2004 — 2005
Master of Science Degree, Information Technology Management
American Intercontinental University 2002 — 2004
Bachelor, Information Technology
Five Rings Financial, LLC December 2011 - Present
Merit Janitorial Services January 2010 - Present
Boulder County Department of Housing and Human Services 2010 - 2011
qwest communications March 2004 - January 2009
Skills
real estate appraiser, contruction inspector
Education
University of Colorado at Denver 1997 — 1999
bachelor of science, business admin
Five Rings Financial, LLC May 2011 - Present
Menards February 1994 - May 2010
Menards 1994 - 2009
Skills
Strategic Financial..., Sales Management, Customer Service, Insurance, New Business Development, Team Building, Budgets, Fixed Annuities, Process Improvement, Retirement
Education
Northwestern College 1989 — 1994
Bachelor of Arts (B.A.), Business/Managerial Economics
Five Rings Financial, LLC November 2012 - Present
Caribou Coffee Co. January 2008 - July 2012
Skills
Top-notch Customer..., Long-term Customer..., Building Customer..., Building Business..., Sales Operations, Hiring Employees, Mentoring Of Staff, Coaching Staff, Sales Motivation, Driving Sales..., Consultative Selling..., Closing Abilities, Sales Presentation..., Prospecting Skills, New Client Prospecting, Prospect Qualification, Sales Growth, Increased Profitability
Education
Seattle Pacific University