Foresters Equity Services, Inc.
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Foresters Equity Services, Inc. Employees
Employee
Years
Job
Industry
Roger Merritt, LUTCF Roger Merritt, LUTCF's Foresters Equity Services, Inc. Experience 2006 - 2007
Job Financial Planner at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers August 2014 - Present
Merritt Insurance and Financial Services January 2011 - July 2014
MassMutual April 2007 - June 2010
TCBRN January 2007 - January 2010
NAIFA 2009 - 2010
Allstate Financial June 2006 - March 2007
Allstate Financial 2006 - 2007
Foresters Equity Services, Inc. 2006 - 2007
Prudential Financial October 1992 - August 2004
Skills
Insurance, Retirement, Employee Benefits, Long Term Care, Annuities, Disability Insurance, Mutual Funds, 401k, Term Life Insurance, Health Insurance, Insurance Planning, IRA's, Investments, Estate Planning, Succession Planning, Retirement Planning, Series 7, Risk Management, Pensions, Business Planning, Financial Advisory, 401k Rollovers, Series 65, Investment Strategies, Life Insurance, Roth IRA, Small Business, Variable Annuities, Qualified Retirement..., Wealth Accumulation, Asset Allocation, Investment Advisory, Whole Life, Universal Life, IRAs, Fixed Annuities, Financial Planners, Long-term Care, Strategic Financial..., Customer Service, Series 6, Financial Services, Long Term Care Insurance, Series 63, Portfolio Management, Wealth, Finance, FINRA, Equities, Critical Illness
Education
California State University-Sacramento 1990 — 1992
BA, Sociology
Brigham Young University 1985 — 1987
Undeclared
Long Beach City College 1983 — 1985
Physical Education
Retirement Security Centers August 2014 - Present
Merritt Insurance and Financial Services January 2011 - July 2014
MassMutual April 2007 - June 2010
TCBRN January 2007 - January 2010
NAIFA 2009 - 2010
Allstate Financial June 2006 - March 2007
Allstate Financial 2006 - 2007
Foresters Equity Services, Inc. 2006 - 2007
Prudential Financial October 1992 - August 2004
Skills
Insurance, Retirement, Employee Benefits, Long Term Care, Annuities, Disability Insurance, Mutual Funds, 401k, Term Life Insurance, Health Insurance, Insurance Planning, IRA's, Investments, Estate Planning, Succession Planning, Retirement Planning, Series 7, Risk Management, Pensions, Business Planning, Financial Advisory, 401k Rollovers, Series 65, Investment Strategies, Life Insurance, Roth IRA, Small Business, Variable Annuities, Qualified Retirement..., Wealth Accumulation, Asset Allocation, Investment Advisory, Whole Life, Universal Life, IRAs, Fixed Annuities, Financial Planners, Long-term Care, Strategic Financial..., Customer Service, Series 6, Financial Services, Long Term Care Insurance, Series 63, Portfolio Management, Wealth, Finance, FINRA, Equities, Critical Illness
Education
California State University-Sacramento 1990 — 1992
BA, Sociology
Brigham Young University 1985 — 1987
Undeclared
Long Beach City College 1983 — 1985
Physical Education
Rosann Arguello-Tanner Rosann Arguello-Tanner's Foresters Equity Services, Inc. Experience March 1994 - October 1996
Job Internal Control Operations at CUSO Financial Services, LP
Industry Financial Services
Experience
CUSO Financial Services, LP April 2013 - Present
LPL Financial November 1996 - November 2012
Foresters Equity Services, Inc. March 1994 - October 1996
First Affiliated Holdings Inc. 1987 - 1993
Skills
Strong Team Leadership, Client Accountable, Staff..., Performance Management, Project Management, Problem Solving &..., Self Motivated/Quick..., Contract Negotiation, Cost Reduction..., Investment Advisory, Strategic Financial..., Forecasting, Financial Analysis, Uniform Combined State..., Budgets, Financial Services, Leadership, Series 7, Accounting, Series 63, Securities, FINRA, Mutual Funds, 401k, Asset Allocation, Series 6, Retirement Planning, Retirement, Variable Annuities, Asset Management, Alternative Investments, Process Improvement, Wealth Management, Management, Financial Planning, Investment Strategies, Risk Management, Finance, Insurance, Investments, IRAs, Fixed Annuities
Education
Point Loma Nazarene University
University of Phoenix-San Diego Campus
Bachelor of Science Business Administration, Business Administration and Management, General
CUSO Financial Services, LP April 2013 - Present
LPL Financial November 1996 - November 2012
Foresters Equity Services, Inc. March 1994 - October 1996
First Affiliated Holdings Inc. 1987 - 1993
Skills
Strong Team Leadership, Client Accountable, Staff..., Performance Management, Project Management, Problem Solving &..., Self Motivated/Quick..., Contract Negotiation, Cost Reduction..., Investment Advisory, Strategic Financial..., Forecasting, Financial Analysis, Uniform Combined State..., Budgets, Financial Services, Leadership, Series 7, Accounting, Series 63, Securities, FINRA, Mutual Funds, 401k, Asset Allocation, Series 6, Retirement Planning, Retirement, Variable Annuities, Asset Management, Alternative Investments, Process Improvement, Wealth Management, Management, Financial Planning, Investment Strategies, Risk Management, Finance, Insurance, Investments, IRAs, Fixed Annuities
Education
Point Loma Nazarene University
University of Phoenix-San Diego Campus
Bachelor of Science Business Administration, Business Administration and Management, General
Heather Broderick Heather Broderick's Foresters Equity Services, Inc. Experience January 2007 - May 2013
Job AVP, Internal Business Development at LPL
Industry Financial Services
Experience
LPL Financial May 2013 - Present
Foresters Equity Services, Inc. January 2007 - May 2013
Foresters Equity Services, Inc. August 2003 - January 2007
Skills
Recruiting, Insurance, Retirement Planning, Retirement, Fixed Annuities
Education
University of New Hampshire
LPL Financial May 2013 - Present
Foresters Equity Services, Inc. January 2007 - May 2013
Foresters Equity Services, Inc. August 2003 - January 2007
Skills
Recruiting, Insurance, Retirement Planning, Retirement, Fixed Annuities
Education
University of New Hampshire
Leo Do Carmo 714-777-5693 Leo Do Carmo 714-777-5693's Foresters Equity Services, Inc. Experience June 2011 - Present
Job Financial Advisor Representative at Contemporary Retirement Strategies
Industry Financial Services
Experience
Contemporary Retirement Strategies June 2011 - Present
Foresters Equity Services, Inc. June 2011 - Present
BNI - Business Network International July 2011 - May 2012
American General Life & Accident February 2011 - August 2011
Chase Financial Services April 2010 - February 2011
Business Network International (BNI) January 2009 - March 2010
Trilogy Financial Services March 2006 - March 2010
Trilogy Financial Services March 2006 - March 2010
Edward Jones January 2003 - September 2004
WD, a Western Digital company 1985 - 1985
Skills
Retirement Planning, Strategic Financial..., Retirement, Insurance, Investments, Estate Planning, Disability Insurance, Life Insurance, Fixed Annuities, IRAs, Risk Management, Financial Analysis, Financial Advisory, Financial Services, Finance, Small Business, Wealth Management, Wealth, Term Life Insurance, Strategic Planning, 401k, Long-term Care, Financial Planners, Mutual Funds, Securities, Leadership, Employee Benefits, Series 7, Investment Advisory, Series 63, Financial Planning, Training, Accounting, Recruiting, Loans, Health Insurance, Long Term Care Insurance, Wealth Accumulation, Whole Life
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1977 — 1979
ba, business
California State University-Fullerton
Contemporary Retirement Strategies June 2011 - Present
Foresters Equity Services, Inc. June 2011 - Present
BNI - Business Network International July 2011 - May 2012
American General Life & Accident February 2011 - August 2011
Chase Financial Services April 2010 - February 2011
Business Network International (BNI) January 2009 - March 2010
Trilogy Financial Services March 2006 - March 2010
Trilogy Financial Services March 2006 - March 2010
Edward Jones January 2003 - September 2004
WD, a Western Digital company 1985 - 1985
Skills
Retirement Planning, Strategic Financial..., Retirement, Insurance, Investments, Estate Planning, Disability Insurance, Life Insurance, Fixed Annuities, IRAs, Risk Management, Financial Analysis, Financial Advisory, Financial Services, Finance, Small Business, Wealth Management, Wealth, Term Life Insurance, Strategic Planning, 401k, Long-term Care, Financial Planners, Mutual Funds, Securities, Leadership, Employee Benefits, Series 7, Investment Advisory, Series 63, Financial Planning, Training, Accounting, Recruiting, Loans, Health Insurance, Long Term Care Insurance, Wealth Accumulation, Whole Life
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1977 — 1979
ba, business
California State University-Fullerton
Mark A. Nosek Mark A. Nosek's Foresters Equity Services, Inc. Experience March 2015 - Present
Job Insurance industry leader with expertise in Product, Marketing and Distribution || Open to new opportunities
Industry Financial Services
Experience
Foresters Equity Services, Inc. March 2015 - Present
Mark A. Nosek 2013 - Present
John Hancock Life Insurance Company, U.S.A. - (Manulife Bermuda) 2007 - 2013
Sun Life Financial - (Sun Life International) 2005 - 2007
Sun Life Financial - (Sun Life U.S.) 2003 - 2005
Sun Life Financial - (Sun Life U.S.) 2000 - 2003
The Hanover Insurance Group (formerly Allmerica Financial) 1999 - 2000
Ameriprise Financial Services, Inc. (formerly American Express Financial Advisors) 1996 - 1998
Skills
Insurance, Financial Services, Life Insurance, Business Development, Mutual Funds, Competitive Analysis, Relationship Management, Investments, Sales Operations, Account Management, Product Management, Product Marketing, Marketing, Retirement, Fixed Annuities, Operations Management, International Business..., Cross-functional Team..., Project Management, Report Writing, Sales, Ultra High Net Worth..., Business Process..., Cross Functional..., Distribution Management, Competitive Research..., Microsoft Excel, Microsoft Powerpoint, International Business, Series 63, International Business..., International Marketing, Asian markets, Web Content, Web Content Creation, Website Development, Product Launch, Sales Process..., International Sales, Business Operations, Process Improvement, Forms Development, Series 7, Building Relationships, Relationship Building, Finance
Education
Nichols College
Bachelor of Science in Business Administration, cum laude
Nichols College
MBA Coursework:
The American College
Chartered Life Underwriter (CLU) Designation, (expected early 2016)
Foresters Equity Services, Inc. March 2015 - Present
Mark A. Nosek 2013 - Present
John Hancock Life Insurance Company, U.S.A. - (Manulife Bermuda) 2007 - 2013
Sun Life Financial - (Sun Life International) 2005 - 2007
Sun Life Financial - (Sun Life U.S.) 2003 - 2005
Sun Life Financial - (Sun Life U.S.) 2000 - 2003
The Hanover Insurance Group (formerly Allmerica Financial) 1999 - 2000
Ameriprise Financial Services, Inc. (formerly American Express Financial Advisors) 1996 - 1998
Skills
Insurance, Financial Services, Life Insurance, Business Development, Mutual Funds, Competitive Analysis, Relationship Management, Investments, Sales Operations, Account Management, Product Management, Product Marketing, Marketing, Retirement, Fixed Annuities, Operations Management, International Business..., Cross-functional Team..., Project Management, Report Writing, Sales, Ultra High Net Worth..., Business Process..., Cross Functional..., Distribution Management, Competitive Research..., Microsoft Excel, Microsoft Powerpoint, International Business, Series 63, International Business..., International Marketing, Asian markets, Web Content, Web Content Creation, Website Development, Product Launch, Sales Process..., International Sales, Business Operations, Process Improvement, Forms Development, Series 7, Building Relationships, Relationship Building, Finance
Education
Nichols College
Bachelor of Science in Business Administration, cum laude
Nichols College
MBA Coursework:
The American College
Chartered Life Underwriter (CLU) Designation, (expected early 2016)
Christopher Bybee, MBA Christopher Bybee, MBA's Foresters Equity Services, Inc. Experience August 2005 - October 2007
Job Compliance Analyst at ePlan Services, Inc. (A Paychex Company)
Industry Financial Services
Experience
ePlan Services, Inc. (A Paychex Company) April 2015 - Present
Transamerica Capital, Inc. November 2013 - March 2015
Great-West Financial September 2012 - August 2013
Pacific Life November 2007 - September 2012
Foresters Equity Services, Inc. August 2005 - October 2007
Financial Foundation 2000 October 2004 - August 2005
Centaurus Financial, Inc.® October 1996 - September 2004
Skills
Insurance, Securities, Financial Services, Leadership, Investment Strategies, Life Insurance, Marketing, Microsoft Office, Microsoft Word, Outlook, Portfolio Management, Process Improvement, Relationship Management, Retirement Planning, Sales, Series 24, Software Documentation, Vendor Management, Visio, Fixed Income, Financial Risk, Banking, Accounting, Access, Customer Service, Investments, Risk Management, Series 7
Education
University of Phoenix - School of Business 2008 — 2010
MBA, Business Administration and Management, General
California State University-Fullerton, Mihaylo College of Business and Economics 1989 — 1992
BA, Administration, Financial Planning
ePlan Services, Inc. (A Paychex Company) April 2015 - Present
Transamerica Capital, Inc. November 2013 - March 2015
Great-West Financial September 2012 - August 2013
Pacific Life November 2007 - September 2012
Foresters Equity Services, Inc. August 2005 - October 2007
Financial Foundation 2000 October 2004 - August 2005
Centaurus Financial, Inc.® October 1996 - September 2004
Skills
Insurance, Securities, Financial Services, Leadership, Investment Strategies, Life Insurance, Marketing, Microsoft Office, Microsoft Word, Outlook, Portfolio Management, Process Improvement, Relationship Management, Retirement Planning, Sales, Series 24, Software Documentation, Vendor Management, Visio, Fixed Income, Financial Risk, Banking, Accounting, Access, Customer Service, Investments, Risk Management, Series 7
Education
University of Phoenix - School of Business 2008 — 2010
MBA, Business Administration and Management, General
California State University-Fullerton, Mihaylo College of Business and Economics 1989 — 1992
BA, Administration, Financial Planning
Tara Chase Tara Chase's Foresters Equity Services, Inc. Experience January 2001 - June 2004
Job Manager Business Intelligence at Adjuvantz
Industry Pharmaceuticals
Experience
Adjuvantz, a division of World Travel Protection at Zurich February 2014 - Present
Adjuvantz, a division of World Travel Protection at Zurich Financial Services April 2011 - February 2014
Adjuvantz, a division of World Travel Protection at Zurich Financial Services June 2010 - April 2011
Apotex Inc. April 2009 - June 2010
Apotex Inc. March 2008 - April 2009
University of Toronto at Scarborough Campus Student Union September 2005 - July 2007
Foresters Equity Services, Inc. January 2001 - June 2004
Skills
Analytics, Change Management, Project Management, Healthcare, Strategic Planning, Management, Clinical Research, Pharmacy, Account Management, Training, Customer Service, Leadership, Team Building, Coaching, Team Leadership, Microsoft Office, Call Centers, Microsoft Excel, Teamwork, Creative Problem Solving
Education
University of Toronto 2004 — 2007
Honours BSc, Major: Biology, Minors: Psych & Eng
Centennial College 2002 — 2004
Diploma, Biotechnology Technician Industrial Microbiology, Microbiology
Dawson College 1992 — 1994
Diploma, Social Science, Psychology, Statistics (&Research), English
Adjuvantz, a division of World Travel Protection at Zurich February 2014 - Present
Adjuvantz, a division of World Travel Protection at Zurich Financial Services April 2011 - February 2014
Adjuvantz, a division of World Travel Protection at Zurich Financial Services June 2010 - April 2011
Apotex Inc. April 2009 - June 2010
Apotex Inc. March 2008 - April 2009
University of Toronto at Scarborough Campus Student Union September 2005 - July 2007
Foresters Equity Services, Inc. January 2001 - June 2004
Skills
Analytics, Change Management, Project Management, Healthcare, Strategic Planning, Management, Clinical Research, Pharmacy, Account Management, Training, Customer Service, Leadership, Team Building, Coaching, Team Leadership, Microsoft Office, Call Centers, Microsoft Excel, Teamwork, Creative Problem Solving
Education
University of Toronto 2004 — 2007
Honours BSc, Major: Biology, Minors: Psych & Eng
Centennial College 2002 — 2004
Diploma, Biotechnology Technician Industrial Microbiology, Microbiology
Dawson College 1992 — 1994
Diploma, Social Science, Psychology, Statistics (&Research), English
Bob Smith, FICF, RFC Bob Smith, FICF, RFC's Foresters Equity Services, Inc. Experience 1986 - Present
Job Owner & President, Smith Financial Planning Services, Inc.
Industry Financial Services
Experience
Senior Market Sales 2011 - Present
Smith Financial Planning Services, Inc. January 2007 - Present
Foresters Financial Partners 2007 - Present
Foresters Equity Services, Inc. 1986 - Present
Independent Order Of Foresters November 1981 - December 2006
Skills
Life Insurance, Investments, Financial Advisory, Retirement Planning, Fixed Annuities, Long-term Care, Disability Insurance, Term Life Insurance, Insurance, 401k, Wealth, IRAs, Financial Planners, Securities, Wealth Accumulation, Roth IRA, Retirement, Estate Planning, Wealth Management, Strategic Financial..., Mutual Funds, Investment Advisory, Health Insurance, Critical Illness, Employee Benefits, Whole Life, Asset Allocation, Long Term Care Insurance, Brokers, Pensions, Universal Life, 401k Rollovers, Underwriting, Small Business, Finance, Series 63, Series 6, Financial Services, Variable Annuities, Personal Finance, Series 7, Portfolio Management, Personal Financial..., Investment Strategies, Wealth Management..., Series 65, Asset Management, High Net Worth..., FINRA, Income Protection
Education
Case Western Reserve University 1979 — 1981
Transportation & Logistics & Business Mgmt.
Cuyahoga Community College 1977 — 1979
Associate of Arts, Social Science
Senior Market Sales 2011 - Present
Smith Financial Planning Services, Inc. January 2007 - Present
Foresters Financial Partners 2007 - Present
Foresters Equity Services, Inc. 1986 - Present
Independent Order Of Foresters November 1981 - December 2006
Skills
Life Insurance, Investments, Financial Advisory, Retirement Planning, Fixed Annuities, Long-term Care, Disability Insurance, Term Life Insurance, Insurance, 401k, Wealth, IRAs, Financial Planners, Securities, Wealth Accumulation, Roth IRA, Retirement, Estate Planning, Wealth Management, Strategic Financial..., Mutual Funds, Investment Advisory, Health Insurance, Critical Illness, Employee Benefits, Whole Life, Asset Allocation, Long Term Care Insurance, Brokers, Pensions, Universal Life, 401k Rollovers, Underwriting, Small Business, Finance, Series 63, Series 6, Financial Services, Variable Annuities, Personal Finance, Series 7, Portfolio Management, Personal Financial..., Investment Strategies, Wealth Management..., Series 65, Asset Management, High Net Worth..., FINRA, Income Protection
Education
Case Western Reserve University 1979 — 1981
Transportation & Logistics & Business Mgmt.
Cuyahoga Community College 1977 — 1979
Associate of Arts, Social Science
Mitchell Langton Mitchell Langton's Foresters Equity Services, Inc. Experience November 2001 - Present
Job Representative at Foresters Equity Services, Inc.
Industry Financial Services
Experience
FFP 2006 - Present
Foresters Equity Services, Inc. November 2001 - Present
Foresters Equity Services, Inc. November 2001 - Present
Foresters Financial Partners 2001 - Present
Foresters 2001 - Present
Detroit Edison 1998 - 2001
North Star Steel May 1981 - December 1998
Skills
Retirement Planning, Pension Maximization..., Term Life Insurance, Mutual Funds, Investments, Roth IRA, Individual Pension Plans
Education
Monroe County Community College 1981 — 1983
Associates, Business
Airport High School 1977 — 1980
FFP 2006 - Present
Foresters Equity Services, Inc. November 2001 - Present
Foresters Equity Services, Inc. November 2001 - Present
Foresters Financial Partners 2001 - Present
Foresters 2001 - Present
Detroit Edison 1998 - 2001
North Star Steel May 1981 - December 1998
Skills
Retirement Planning, Pension Maximization..., Term Life Insurance, Mutual Funds, Investments, Roth IRA, Individual Pension Plans
Education
Monroe County Community College 1981 — 1983
Associates, Business
Airport High School 1977 — 1980
Richard U. Guntner, MBA, LUTCF Richard U. Guntner, MBA, LUTCF's Foresters Equity Services, Inc. Experience July 2015 - Present
Job Independent Insurance Broker
Industry Financial Services
Experience
Guntner Financial Solutions August 2015 - Present
Foresters Equity Services, Inc. July 2015 - Present
Guntner Financial Solutions May 2012 - May 2012
G.F.S. Brokerage Network January 2011 - May 2012
Representing Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies. January 2010 - January 2011
G.F.S. Brokerage Network March 1991 - March 2010
New England Financial (now MetLife) June 1986 - March 1991
Monumental Life Ins. Co. April 1982 - June 1986
Sun Life Insurance Co. of America November 1973 - September 1980
Baltimore City Public Schools December 1972 - October 1973
Skills
Insurance, Annuities, Long Term Care, Retirement, Mutual Funds, Disability Insurance, Employee Benefits, Retirement Planning, Customer Relations, Microsoft Office, Outlook, PowerPoint, Word, Excel, 401k, Term Life Insurance, Sales Management, Health Insurance, Investments, Fixed Annuities, Microsoft Excel, Microsoft Word, Long Term Care Insurance, Securities
Education
The American College 2015 — 2015
FSCP designation, Financial Planning and Services, currently working on last course and to take certification exam.
Leadership in Life Institute 2009 — 2009
Successfully completed the NAIFA Leadrship in Life Insitiute course., Leadership in the insurance industry
University of Phoenix 2003 — 2006
MBA, General Business Adminstration
Towson University 1970 — 1972
BS, Elementary Education
Essex Community College 1968 — 1970
AA, General Education
The John Carroll School 1964 — 1968
High School Diploma, A Catholic College Preparatory
Guntner Financial Solutions August 2015 - Present
Foresters Equity Services, Inc. July 2015 - Present
Guntner Financial Solutions May 2012 - May 2012
G.F.S. Brokerage Network January 2011 - May 2012
Representing Massachusetts Mutual Life Insurance Company (MassMutual) and other fine companies. January 2010 - January 2011
G.F.S. Brokerage Network March 1991 - March 2010
New England Financial (now MetLife) June 1986 - March 1991
Monumental Life Ins. Co. April 1982 - June 1986
Sun Life Insurance Co. of America November 1973 - September 1980
Baltimore City Public Schools December 1972 - October 1973
Skills
Insurance, Annuities, Long Term Care, Retirement, Mutual Funds, Disability Insurance, Employee Benefits, Retirement Planning, Customer Relations, Microsoft Office, Outlook, PowerPoint, Word, Excel, 401k, Term Life Insurance, Sales Management, Health Insurance, Investments, Fixed Annuities, Microsoft Excel, Microsoft Word, Long Term Care Insurance, Securities
Education
The American College 2015 — 2015
FSCP designation, Financial Planning and Services, currently working on last course and to take certification exam.
Leadership in Life Institute 2009 — 2009
Successfully completed the NAIFA Leadrship in Life Insitiute course., Leadership in the insurance industry
University of Phoenix 2003 — 2006
MBA, General Business Adminstration
Towson University 1970 — 1972
BS, Elementary Education
Essex Community College 1968 — 1970
AA, General Education
The John Carroll School 1964 — 1968
High School Diploma, A Catholic College Preparatory
Travis French's Foresters Equity Services, Inc. Experience May 2005 - September 2005
Job Founder/CEO @ Amplify media + marketing
Industry Marketing and Advertising
Experience
Amplify media + marketing September 2011 - Present
Friends for Hope January 2014 - Present
ParStat.com May 2011 - Present
Museum of South Texas History March 2015 - Present
RGV Hispanic Chamber of Commerce February 2013 - February 2015
Precision HealthSource December 2009 - May 2012
User Friendly Media July 2007 - February 2012
User Friendly Media September 2005 - July 2007
Foresters May 2005 - September 2005
Foresters Equity Services, Inc. May 2005 - September 2005
Skills
Business Operations..., Marketing Management, Project Management, Sales Operations, Quality Management, Sales, Online Acquisition, Customer Acquisition, Online Advertising, Lead Generation, Online Lead Generation, SEM, Mobile Marketing, Affiliate Marketing, Six Sigma, Business Strategy, Business Analysis, Financial Analysis, Product Management, Product Marketing, Operations Management, Management, Strategic Planning, Advertising, Marketing, Product Development, Social Media Marketing, Leadership, Mergers & Acquisitions, Social Networking, Strategic Partnerships, Competitive Analysis, Marketing Strategy, Entrepreneurship, B2B, Integrated Marketing, PPC, Online Marketing, Marketing Communications, New Business Development, Market Research, Cross-functional Team..., E-commerce, Start-ups, Digital Marketing, Analytics, Email Marketing, Google Adwords, SEO
Education
Cleveland State University 2006 — 2007
Masters of Business Administration, Marketing & Strategy
St. Joseph's College 2001 — 2005
B.S., Major: Marketing; Minors: Finance and Management
Amplify media + marketing September 2011 - Present
Friends for Hope January 2014 - Present
ParStat.com May 2011 - Present
Museum of South Texas History March 2015 - Present
RGV Hispanic Chamber of Commerce February 2013 - February 2015
Precision HealthSource December 2009 - May 2012
User Friendly Media July 2007 - February 2012
User Friendly Media September 2005 - July 2007
Foresters May 2005 - September 2005
Foresters Equity Services, Inc. May 2005 - September 2005
Skills
Business Operations..., Marketing Management, Project Management, Sales Operations, Quality Management, Sales, Online Acquisition, Customer Acquisition, Online Advertising, Lead Generation, Online Lead Generation, SEM, Mobile Marketing, Affiliate Marketing, Six Sigma, Business Strategy, Business Analysis, Financial Analysis, Product Management, Product Marketing, Operations Management, Management, Strategic Planning, Advertising, Marketing, Product Development, Social Media Marketing, Leadership, Mergers & Acquisitions, Social Networking, Strategic Partnerships, Competitive Analysis, Marketing Strategy, Entrepreneurship, B2B, Integrated Marketing, PPC, Online Marketing, Marketing Communications, New Business Development, Market Research, Cross-functional Team..., E-commerce, Start-ups, Digital Marketing, Analytics, Email Marketing, Google Adwords, SEO
Education
Cleveland State University 2006 — 2007
Masters of Business Administration, Marketing & Strategy
St. Joseph's College 2001 — 2005
B.S., Major: Marketing; Minors: Finance and Management
Sabrina Clement's Foresters Equity Services, Inc. Experience 2005 - 2010
Job Registered Vascular Technologist at Georgia Vascular Specialists
Industry Hospital & Health Care
Experience
Georgia Vascular Specialists January 2013 - Present
WellStar Health System; Cardio Vascular Medicine July 2011 - March 2014
Foresters Equity Services, Inc. 2005 - 2010
Education
Georgia Northwestern Technical College 2009 — 2011
Diploma, Vascular Technology
Morris Brown College 1990 — 1992
Bachelor's Degree, Business Administration and Management, General
Georgia Vascular Specialists January 2013 - Present
WellStar Health System; Cardio Vascular Medicine July 2011 - March 2014
Foresters Equity Services, Inc. 2005 - 2010
Education
Georgia Northwestern Technical College 2009 — 2011
Diploma, Vascular Technology
Morris Brown College 1990 — 1992
Bachelor's Degree, Business Administration and Management, General
Richard VandenBrul,APM,CIMC Richard VandenBrul,APM,CIMC's Foresters Equity Services, Inc. Experience October 2010 - June 2012
Job Industry Arbitrator at Financial Industry Regulatory Authority
Industry Human Resources
Experience
Richard C VandenBrul Inc November 2009 - Present
Richard C. VandenBrul April 2009 - Present
Financial Industry Regulatory Authority July 2002 - Present
Foresters Equity Services, Inc. October 2010 - June 2012
UBS December 2006 - April 2009
CUNA Mutual Group December 1996 - December 2006
401(k) Advisors January 1992 - December 2002
EFI Actuaries September 1995 - September 1996
ICMA-RC December 1992 - September 1995
Harbor Capital Advisors January 1990 - December 1992
Skills
Sales Management, Innovation, Product Development, 401k, Retirement, Annuities, Insurance, Pensions, Equities, Defined Benefit, Asset Allocation, Retirement Planning, Investments, Wealth Management, Employee Benefits, Mutual Funds, Investment Advisory, Financial Planning, Asset Management, Estate Planning, Securities, Portfolio Management, Funding, Series 7, Due Diligence, Risk Management, Compliance, Fixed Income, Series 63, Loans, Credit, Banking, Executive Management, Bonds, Long Term Care, ERISA, Deferred Compensation, Annuity, Alternative Investments, Financial Advisory, IRA's, Investment Strategies, Term Life Insurance, Retirement Income..., Rainmaker, Credit Unions, Fixed Annuities, Long-term Care, Finance, Business Planning
Education
Golden Gate University, School of Law 1969 — 1971
J.D., Law
Saint John's University School of Law 1967 — 1968
Law
Miami University 1964 — 1967
B.A., History/Economics
Richard C VandenBrul Inc November 2009 - Present
Richard C. VandenBrul April 2009 - Present
Financial Industry Regulatory Authority July 2002 - Present
Foresters Equity Services, Inc. October 2010 - June 2012
UBS December 2006 - April 2009
CUNA Mutual Group December 1996 - December 2006
401(k) Advisors January 1992 - December 2002
EFI Actuaries September 1995 - September 1996
ICMA-RC December 1992 - September 1995
Harbor Capital Advisors January 1990 - December 1992
Skills
Sales Management, Innovation, Product Development, 401k, Retirement, Annuities, Insurance, Pensions, Equities, Defined Benefit, Asset Allocation, Retirement Planning, Investments, Wealth Management, Employee Benefits, Mutual Funds, Investment Advisory, Financial Planning, Asset Management, Estate Planning, Securities, Portfolio Management, Funding, Series 7, Due Diligence, Risk Management, Compliance, Fixed Income, Series 63, Loans, Credit, Banking, Executive Management, Bonds, Long Term Care, ERISA, Deferred Compensation, Annuity, Alternative Investments, Financial Advisory, IRA's, Investment Strategies, Term Life Insurance, Retirement Income..., Rainmaker, Credit Unions, Fixed Annuities, Long-term Care, Finance, Business Planning
Education
Golden Gate University, School of Law 1969 — 1971
J.D., Law
Saint John's University School of Law 1967 — 1968
Law
Miami University 1964 — 1967
B.A., History/Economics
William Smoltino's Foresters Equity Services, Inc. Experience June 2011 - Present
Job Managing Partner at Narrows Insurance Agency, Inc.
Industry Insurance
Experience
Foresters Equity Services, Inc. June 2011 - Present
Narrows Insurance Agency, Inc. January 2009 - Present
Rockefeller & Co January 2007 - March 2009
MetLife August 2004 - January 2007
Rockefeller & Co. June 2002 - August 2004
Skills
Investments, Retirement Planning, Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Series 63, Asset Allocation, Equities, Series 6, Mutual Funds, Retirement, Securities, Wealth Management, Term Life Insurance, Financial Analysis, Strategic Financial..., Bloomberg, Estate Planning, Finance, Underwriting, Risk Management
Education
The American College 2004 — 2010
LUTCF, Insurance / Finance
Saint John's University - Peter J. Tobin College of Business 1998 — 2002
BS, Finance
Foresters Equity Services, Inc. June 2011 - Present
Narrows Insurance Agency, Inc. January 2009 - Present
Rockefeller & Co January 2007 - March 2009
MetLife August 2004 - January 2007
Rockefeller & Co. June 2002 - August 2004
Skills
Investments, Retirement Planning, Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Series 63, Asset Allocation, Equities, Series 6, Mutual Funds, Retirement, Securities, Wealth Management, Term Life Insurance, Financial Analysis, Strategic Financial..., Bloomberg, Estate Planning, Finance, Underwriting, Risk Management
Education
The American College 2004 — 2010
LUTCF, Insurance / Finance
Saint John's University - Peter J. Tobin College of Business 1998 — 2002
BS, Finance
John Derbin, CFP's Foresters Equity Services, Inc. Experience 2006 - Present
Job
Industry Financial Services
Experience
Foresters Equity Services, Inc. 2006 - Present
Pursuant 2006 - 2013
Advance Capital Management July 2004 - December 2005
JP Morgan Chase October 2001 - July 2004
Morgan Stanley December 1998 - August 2001
Brann's Catering 1996 - 1998
Education
Boston University 2008 — 2009
Certified Financial Planner
Grand Valley State University 1994 — 1998
Bachelor of Business Administration (BBA), Finance
PCEP 1990 — 1994
Foresters Equity Services, Inc. 2006 - Present
Pursuant 2006 - 2013
Advance Capital Management July 2004 - December 2005
JP Morgan Chase October 2001 - July 2004
Morgan Stanley December 1998 - August 2001
Brann's Catering 1996 - 1998
Education
Boston University 2008 — 2009
Certified Financial Planner
Grand Valley State University 1994 — 1998
Bachelor of Business Administration (BBA), Finance
PCEP 1990 — 1994
Laura Malechuk's Foresters Equity Services, Inc. Experience November 1996 - Present
Job Vice President, Finance at Foresters Equity Services, Inc
Industry Financial Services
Experience
Foresters Equity Services, Inc. November 1996 - Present
LPL 1983 - 1994
The Arizona Bank October 1976 - March 1982
Skills
Investments, Mutual Funds, Leadership, Securities, Estate Planning, Management, Insurance, Equities, Financial Services
Education
Phoenix College 1979 — 1982
AA, Banking & Investments
Foresters Equity Services, Inc. November 1996 - Present
LPL 1983 - 1994
The Arizona Bank October 1976 - March 1982
Skills
Investments, Mutual Funds, Leadership, Securities, Estate Planning, Management, Insurance, Equities, Financial Services
Education
Phoenix College 1979 — 1982
AA, Banking & Investments
Steven Stafford's Foresters Equity Services, Inc. Experience December 2010 - January 2012
Job Managing Partner at SportsBoards Online, LLC
Industry Financial Services
Experience
SportsBoards Online, LLC October 2007 - Present
Foresters Equity Services, Inc. December 2010 - January 2012
ING Financial Partners January 2005 - December 2010
MetLife January 2003 - January 2005
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Long-term Care, Disability Insurance, Term Life Insurance, Insurance, Risk Management, Sales Management, IRAs, Roth IRA, 401k Rollovers, Fixed Annuities, Wealth Accumulation, Mutual Funds, College Savings Plans, Executive Management, 401k, Asset Allocation, Investment Strategies, New Business Development, Financial Advisory, Money, Wealth Management, Financial Planners, Alternative Investments, Contract Negotiation, Variable Annuities, PowerPoint, Estate Planning, Microsoft Excel, Business Strategy, Business Planning, Investment Advisory, Series 6, Series 63, Securities, Life Insurance, Income Protection, Retirement Plan..., ETFs, Wealth Management..., Personal Financial..., Asset Management, Investment Advisory..., Financial Goals, FINRA, Portfolio Management, Rollovers
Education
Redding University 2001 — 2003
master of finance, Finance, General
Frostburg State University 1992 — 1994
Bachelor's degree, Political Science and Government
SportsBoards Online, LLC October 2007 - Present
Foresters Equity Services, Inc. December 2010 - January 2012
ING Financial Partners January 2005 - December 2010
MetLife January 2003 - January 2005
Skills
Retirement Planning, Retirement, Strategic Financial..., Investments, Long-term Care, Disability Insurance, Term Life Insurance, Insurance, Risk Management, Sales Management, IRAs, Roth IRA, 401k Rollovers, Fixed Annuities, Wealth Accumulation, Mutual Funds, College Savings Plans, Executive Management, 401k, Asset Allocation, Investment Strategies, New Business Development, Financial Advisory, Money, Wealth Management, Financial Planners, Alternative Investments, Contract Negotiation, Variable Annuities, PowerPoint, Estate Planning, Microsoft Excel, Business Strategy, Business Planning, Investment Advisory, Series 6, Series 63, Securities, Life Insurance, Income Protection, Retirement Plan..., ETFs, Wealth Management..., Personal Financial..., Asset Management, Investment Advisory..., Financial Goals, FINRA, Portfolio Management, Rollovers
Education
Redding University 2001 — 2003
master of finance, Finance, General
Frostburg State University 1992 — 1994
Bachelor's degree, Political Science and Government
Frank L. Smith's Foresters Equity Services, Inc. Experience 2005 - Present
Job President & CEO Foresters Equity Services
Industry Financial Services
Experience
Foresters Equity Services, Inc. 2005 - Present
StarGames, Inc 1996 - Present
Skills
Investments, Strategic Planning, Executive Management, Business Strategy, Financial Services, Securities, Risk Management, Equities, Team Building, Leadership, Change Management, Public Speaking, Management Consulting, Team Leadership, Business Planning, Public Relations, Event Management, Market Research, Policy, Operations Management, Management, Program Management
Education
United States Naval Academy 1962 — 1966
Bachelor’s Degree, Naval Science
University of Rhode Island 1971 — 1973
Master’s Degree, Public Administration
Foresters Equity Services, Inc. 2005 - Present
StarGames, Inc 1996 - Present
Skills
Investments, Strategic Planning, Executive Management, Business Strategy, Financial Services, Securities, Risk Management, Equities, Team Building, Leadership, Change Management, Public Speaking, Management Consulting, Team Leadership, Business Planning, Public Relations, Event Management, Market Research, Policy, Operations Management, Management, Program Management
Education
United States Naval Academy 1962 — 1966
Bachelor’s Degree, Naval Science
University of Rhode Island 1971 — 1973
Master’s Degree, Public Administration
Stuart Pierce's Foresters Equity Services, Inc. Experience June 2006 - Present
Job IT Consultant at Foresters Equity Services, Inc.
Industry Information Technology and Services
Experience
Foresters Equity Services, Inc. June 2006 - Present
Skills
Active Directory, Project Management, Microsoft Office, IT Service Management
Education
California State University-San Marcos - College of Business Administration 2004 — 2008
Foresters Equity Services, Inc. June 2006 - Present
Skills
Active Directory, Project Management, Microsoft Office, IT Service Management
Education
California State University-San Marcos - College of Business Administration 2004 — 2008
Matt Eberly, CPCU, LPCS's Foresters Equity Services, Inc. Experience 2002 - 2005
Job Director of Acquisitions at Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance 2013 - Present
Nationwide Insurance 2006 - 2012
Foresters Equity Services, Inc. 2002 - 2005
Western and Southern Financial Group 2000 - 2001
Farmers Insurance 1985 - 1999
Skills
Leadership, Management, Commercial Insurance, Insurance, Business Development, Marketing, Risk Management, General Insurance, Training, Sales, Life Insurance, New Business Development, Team Building, Strategy, Underwriting, Sales Management, Strategic Planning, Analysis, Property & Casualty...
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2012
MS, Masters in Business
Ball State University - College of Business 1979 — 1983
BS, Marketing
Nationwide Insurance 2013 - Present
Nationwide Insurance 2006 - 2012
Foresters Equity Services, Inc. 2002 - 2005
Western and Southern Financial Group 2000 - 2001
Farmers Insurance 1985 - 1999
Skills
Leadership, Management, Commercial Insurance, Insurance, Business Development, Marketing, Risk Management, General Insurance, Training, Sales, Life Insurance, New Business Development, Team Building, Strategy, Underwriting, Sales Management, Strategic Planning, Analysis, Property & Casualty...
Education
The Ohio State University - The Max M. Fisher College of Business 2009 — 2012
MS, Masters in Business
Ball State University - College of Business 1979 — 1983
BS, Marketing
Alan Cawi's Foresters Equity Services, Inc. Experience July 2000 - March 2005
Job Privacy Compliance Consultant at Optum Rx
Industry Insurance
Experience
Optum Rx 2014 - Present
QBE North America 2005 - March 2013
Foresters Equity Services, Inc. July 2000 - March 2005
Skills
Securities, Licensed Life & Health..., Licensed Property &..., Microsoft Excel, Microsoft Word, PowerPoint, Report Writing, Anti Money Laundering, Privacy Law, Regulatory Affairs, Employee Training, Compliance, Communication, Procedure Creation, Procedure Review
Education
University of Southern California 1980 — 1984
Bachelor of Arts (B.A.), Journalism
Redlands Senior High School 1978 — 1980
Optum Rx 2014 - Present
QBE North America 2005 - March 2013
Foresters Equity Services, Inc. July 2000 - March 2005
Skills
Securities, Licensed Life & Health..., Licensed Property &..., Microsoft Excel, Microsoft Word, PowerPoint, Report Writing, Anti Money Laundering, Privacy Law, Regulatory Affairs, Employee Training, Compliance, Communication, Procedure Creation, Procedure Review
Education
University of Southern California 1980 — 1984
Bachelor of Arts (B.A.), Journalism
Redlands Senior High School 1978 — 1980