Five Rings Financial, LLC

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Five Rings Financial, LLC Employees

Employee
Years
Job
Industry
Jennifer (Jennifer Spears) Rokke Jennifer (Jennifer Spears) Rokke Greater San Diego Area Details
Jennifer (Jennifer Spears) Rokke's Five Rings Financial, LLC Experience June 2014 - Present
Job Financial Representative and Recruiting Manager at Five Rings Financial, LLC
Industry Financial Services
Experience
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

Jamie & Craig Heimforth Jamie & Craig Heimforth Greater Los Angeles Area Details
Jamie & Craig Heimforth's Five Rings Financial, LLC Experience October 2011 - Present
Job Educational Workshops, #TheSafeMoneyCouple, Speakers,Regional Vice Presidents/ Hiring Managers / TheSafeMoneyCouple.net
Industry Financial Services
Experience
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

Roman Cordova Roman Cordova Greater Denver Area Details
Roman Cordova's Five Rings Financial, LLC Experience October 2013 - Present
Job Financial planning, Living Benefits Expert and Self Directed Pension Plans at Five Rings Financial, LLC
Industry Financial Services
Experience
Five Rings Financial, LLC   October 2013 - Present

Education
ITT Technical Institute-Thornton
Associate's degree, Computer Systems Networking and Telecommunications

Caine S. Crawford, Sr Caine S. Crawford, Sr Greater Denver Area Details
Caine S. Crawford, Sr's Five Rings Financial, LLC Experience July 2009 - Present
Job National Vice President/Safe Money Expert
Industry Financial Services
Experience
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

Bill Pounds Bill Pounds Greater Denver Area Details
Bill Pounds's Five Rings Financial, LLC Experience May 2015 - Present
Job Financial Coach at Five Rings Financial, LLC
Industry Health, Wellness and Fitness
Experience
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

Moss Bemis Moss Bemis New York, New York Details
Moss Bemis's Five Rings Financial, LLC Experience October 2011 - January 2012
Job Western USA Territory Manager Fashion at Canada Goose Inc
Industry Apparel & Fashion
Experience
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

Naomi Wolfe Naomi Wolfe Lexington, Kentucky Details
Naomi Wolfe's Five Rings Financial, LLC Experience January 2015 - Present
Job Marketing and Events Coordinator
Industry Financial Services
Experience
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

Kaati J. Ross Kaati J. Ross Greater Denver Area Details
Kaati J. Ross's Five Rings Financial, LLC Experience June 2013 - January 2015
Job Service Manager at Greystone Technology
Industry Information Technology and Services
Experience
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

Bree Beal, MBA, LEED AP Bree Beal, MBA, LEED AP Washington, District Of Columbia Details
Bree Beal, MBA, LEED AP's Five Rings Financial, LLC Experience 2010 - 2012
Job MFA Interior Architecture + Design Student & Marketing Manager
Industry Marketing and Advertising
Experience
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

Yesenia Sanchez Yesenia Sanchez Orlando, Florida Area Details
Yesenia Sanchez's Five Rings Financial, LLC Experience June 2014 - Present
Job Entrepreneur | Speaker | Empowering Women to Find Fulfillment & Financial Freedom
Industry Financial Services
Experience
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

Danielle Huddy - LION Danielle Huddy - LION Greater Denver Area Details
Danielle Huddy - LION's Five Rings Financial, LLC Experience November 2012 - December 2012
Job Author, Speaker, and Former President at HuddyGreen Financial Education, Passionate about financial education!
Industry Writing and Editing
Experience
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

Cynthia L. Cyndy White Cynthia L. Cyndy White Virginia Beach, Virginia Details
Cynthia L. Cyndy White's Five Rings Financial, LLC Experience March 2015 - Present
Job Money 101 Dinner Workshops; Contact me through LinkedIn or call 7578166341 if interested at Five Rings Financial, LLC
Industry Financial Services
Experience
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

Theresa (Myers) Tucker Theresa (Myers) Tucker Greater Denver Area Details
Theresa (Myers) Tucker's Five Rings Financial, LLC Experience October 2014 - Present
Job Living Benefits Expert
Industry Financial Services
Experience
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

Ann Haug Ann Haug Greater San Diego Area Details
Ann Haug's Five Rings Financial, LLC Experience April 2010 - Present
Job Specializing in Tax Free Retirement Income
Industry Financial Services
Experience
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

Mike Wilk Mike Wilk Greater Denver Area Details
Mike Wilk's Five Rings Financial, LLC Experience May 2005 - Present
Job President/CEO at Five Rings Financial, LLC
Industry Insurance
Experience
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

Pam Reddoch Pam Reddoch Long Beach, California Details
Pam Reddoch's Five Rings Financial, LLC Experience 2011 - Present
Job Advisor at Five Rings Financial, LLC
Industry Insurance
Experience
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

Joe Bayless Joe Bayless Greater Denver Area Details
Joe Bayless's Five Rings Financial, LLC Experience May 2014 - Present
Job Financial Educator at Five Rings Financial, LLC
Industry Staffing and Recruiting
Experience
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

Susan McCormick Susan McCormick San Diego, California Details
Susan McCormick's Five Rings Financial, LLC Experience August 2014 - Present
Job Experienced Leader in Financial Education
Industry Financial Services
Experience
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

Angie Utter Angie Utter Virginia Beach, Virginia Details
Angie Utter's Five Rings Financial, LLC Experience October 2011 - Present
Job Dedicated Five Rings Financial agent serving and protecting families to make a difference for their financial future.
Industry Financial Services
Experience
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

C. Eric Masters C. Eric Masters Greater Denver Area Details
C. Eric Masters's Five Rings Financial, LLC Experience November 2008 - Present
Job National Vice President and Recruiting Manager at Five Rings Financial
Industry Financial Services
Experience
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

Bob Messinger Bob Messinger Colorado Springs, Colorado Area Details
Bob Messinger's Five Rings Financial, LLC Experience 2013 - Present
Job REALTOR
Industry Real Estate
Experience
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

Chad Rasmussen Chad Rasmussen Fort Worth, Texas Details
Chad Rasmussen's Five Rings Financial, LLC Experience May 2015 - Present
Job Software Contractor at XTO Energy
Industry Information Technology and Services
Experience
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

Kristen Judd [LION] Kristen Judd [LION] Greater Denver Area Details
Kristen Judd [LION]'s Five Rings Financial, LLC Experience November 2013 - Present
Job Tax Free Income, 401(k) Rollovers, Living Benefits, Money Educator, Public Speaker, Private Pensions, Author
Industry Financial Services
Experience
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

Korey Stickney Korey Stickney Raleigh-Durham, North Carolina Area Details
Korey Stickney's Five Rings Financial, LLC Experience 2015 - 2015
Job Marketing/Business Development Manager
Industry Civil Engineering
Experience
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

Faye Bollinger Faye Bollinger Greater Denver Area Details
Faye Bollinger's Five Rings Financial, LLC Experience October 2008 - Present
Job Agency Vice President at Five Rings Financial LLC
Industry Financial Services
Experience
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

Darwin Chuck Franceschi Darwin Chuck Franceschi Greater Denver Area Details
Darwin Chuck Franceschi's Five Rings Financial, LLC Experience August 2013 - Present
Job Engineering & Financial Professional who helps teams & individuals succeed with money. Leadership honors from the CIA.
Industry Financial Services
Experience
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

Jayne HallSan Diego Real Estate and Finance Jayne HallSan Diego Real Estate and Finance Greater San Diego Area Details
Jayne HallSan Diego Real Estate and Finance's Five Rings Financial, LLC Experience 2008 - Present
Job Realtor and Safe Money Expert San Diego
Industry Financial Services
Experience
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

Jim Bishop Jim Bishop Bloomfield Hills, Michigan Details
Jim Bishop's Five Rings Financial, LLC Experience April 2014 - Present
Job TaxFree Retirement Expert | Agent at Five Rings Financial | National Recruiter
Industry Financial Services
Experience
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

Dee Meyers Dee Meyers Washington D.C. Metro Area Details
Dee Meyers's Five Rings Financial, LLC Experience October 2012 - Present
Job Independent Agent at Five Rings Financial, LLC
Industry Professional Training & Coaching
Experience
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

Jo Clark Jo Clark Washington D.C. Metro Area Details
Jo Clark's Five Rings Financial, LLC Experience August 2014 - Present
Job Advisor at Five Rings Financial, LLC
Industry Financial Services
Experience
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

Eric Spangenberg Eric Spangenberg Greater Los Angeles Area Details
Eric Spangenberg's Five Rings Financial, LLC Experience 2010 - 2014
Job Outside Manager, Fentons Automotive
Industry Automotive
Experience
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

David Oakes David Oakes Greater Denver Area Details
David Oakes's Five Rings Financial, LLC Experience September 2015 - Present
Job Trusted Business Advisor | Entrepreneur | Creative Problem Solver | Marketing Junkie | Relationship Builder
Industry Printing
Experience
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

Letitia E. Gaillard Letitia E. Gaillard Greater Denver Area Details
Letitia E. Gaillard's Five Rings Financial, LLC Experience October 2014 - Present
Job Regional Manager at Five Rings Financial, LLC
Industry Fund-Raising
Experience
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

Cooper Travis Cooper Travis Greater Denver Area Details
Cooper Travis's Five Rings Financial, LLC Experience January 2015 - Present
Job Agent at Five Rings Financial, LLC
Industry Music
Experience
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

Janet Neumann Janet Neumann Virginia Beach, Virginia Details
Janet Neumann's Five Rings Financial, LLC Experience 2014 - 2015
Job Education Management Professional
Industry Education Management
Experience
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

Debbie Puckett Debbie Puckett Chesapeake, Virginia Details
Debbie Puckett's Five Rings Financial, LLC Experience June 2012 - Present
Job Financial Consultant, Puckett and Associates, A Five Rings Financial Agency
Industry Insurance
Experience
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

Mara Simoneau Mara Simoneau Greater Denver Area Details
Mara Simoneau's Five Rings Financial, LLC Experience May 2011 - Present
Job International Speaker | Bestselling Author | Entrepreneur | Recruiter Women in Financial Services
Industry Financial Services
Experience
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

Marina Couto Marina Couto Boca Raton, Florida Details
Marina Couto's Five Rings Financial, LLC Experience November 2013 - Present
Job Life Insurance | Taxfree Retirement
Industry Financial Services
Experience
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

Anita Childress Anita Childress Vista, California Details
Anita Childress's Five Rings Financial, LLC Experience February 2015 - Present
Job District Leader at Five Rings Financial, LLC
Industry Financial Services
Experience
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

J. R. Wheeler J. R. Wheeler Dallas/Fort Worth Area Details
J. R. Wheeler's Five Rings Financial, LLC Experience September 2014 - Present
Job Everyone's Favorite Financial Guy at Five Rings Financial
Industry Financial Services
Experience
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

Jo-Ann Holst Jo-Ann Holst Greater Denver Area Details
Jo-Ann Holst's Five Rings Financial, LLC Experience February 2004 - January 2011
Job President at FUEL Financial, Inc.
Industry Financial Services
Experience
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

Jack Waldron Jack Waldron Dallas/Fort Worth Area Details
Jack Waldron's Five Rings Financial, LLC Experience January 2012 - Present
Job Executive Vice President at Five Rings Financial
Industry Financial Services
Experience
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

Allison Strickland Allison Strickland Raleigh-Durham, North Carolina Area Details
Allison Strickland's Five Rings Financial, LLC Experience July 2014 - Present
Job Regional Manager/Licensed Insurance Agent at Five Rings Financial
Industry Financial Services
Experience
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

Judi Arvay Judi Arvay Fountain, Colorado Details
Judi Arvay's Five Rings Financial, LLC Experience September 2015 - Present
Job at
Industry Health, Wellness and Fitness
Experience
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

Susie Makinster Susie Makinster Cedar Rapids, Iowa Area Details
Susie Makinster's Five Rings Financial, LLC Experience 2013 - Present
Job Leadership Assistant at Van Meter Inc.
Industry Marketing and Advertising
Experience
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

Mary Lou Donnelly Mary Lou Donnelly Phoenix, Arizona Area Details
Mary Lou Donnelly's Five Rings Financial, LLC Experience 2004 - Present
Job Independent Insurance Professional
Industry Insurance
Experience
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 Bob Van Cleave Basehor, Kansas Details
Bob Van Cleave's Five Rings Financial, LLC Experience February 2014 - May 2015
Job Financial Services Professional
Industry Financial Services
Experience
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

Ed Judd [LION] Ed Judd [LION] Greater Denver Area Details
Ed Judd [LION]'s Five Rings Financial, LLC Experience December 2014 - Present
Job Strategic Sales, Consultative Sales, High Tech Sales, Sales Closer
Industry Financial Services
Experience
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

Jack Dwyer Jack Dwyer Greater Denver Area Details
Jack Dwyer's Five Rings Financial, LLC Experience March 2014 - Present
Job Living Benefits Specialist I Financial Educator I Sm. Business & T.R. Plans I Reg. Dir. at Five Rings Financial, LLC
Industry Financial Services
Experience
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

Monica Wilk Monica Wilk Cedar Rapids, Iowa Area Details
Monica Wilk's Five Rings Financial, LLC Experience February 2013 - Present
Job Executive Vice President
Industry Financial Services
Experience
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

Chance Egan Chance Egan Loveland, Colorado Details
Chance Egan's Five Rings Financial, LLC Experience October 2013 - Present
Job Software QA Engineer at HewlettPackard
Industry Financial Services
Experience
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

Kyle Torres Kyle Torres Dallas/Fort Worth Area Details
Kyle Torres's Five Rings Financial, LLC Experience February 2015 - Present
Job Five Rings Financial
Industry Financial Services
Experience
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

Christopher BAETZ Christopher BAETZ Greater Denver Area Details
Christopher BAETZ's Five Rings Financial, LLC Experience May 2012 - Present
Job Agent at Five Rings Financial, LLC
Industry Defense & Space
Experience
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

Jeff Bruhn Jeff Bruhn Greater Denver Area Details
Jeff Bruhn's Five Rings Financial, LLC Experience December 2011 - Present
Job Associate at Five Rings Financial, LLC
Industry Individual & Family Services
Experience
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

Steven Ploeger Steven Ploeger Des Moines, Iowa Details
Steven Ploeger's Five Rings Financial, LLC Experience May 2011 - Present
Job District Leader at Five Rings Financial, LLC
Industry Financial Services
Experience
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

Patty Brisbois Patty Brisbois Englewood, Colorado Details
Patty Brisbois's Five Rings Financial, LLC Experience November 2012 - Present
Job Five Rings Financial, LLC
Industry Retail
Experience
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