Foresters Financial Partners
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Foresters Financial Partners Employees
The Opus Group® May 2013 - Present
United Healthcare May 2008 - August 2012
Foresters Financial Partners August 2007 - May 2008
MSP Communications (Minneapolis St. Paul Magazine) September 2006 - August 2007
Berkshire Hathaway Homestate Companies August 2005 - September 2006
Skills
Marketing, Management
Education
Century College 2013 — 2015
Interior Design
Creighton University 2001 — 2005
B.S.B.A., Marketing & Finance
Enterprise Rent-A-Car May 2015 - Present
Enterprise Rent-A-Car July 2014 - Present
Crimson Circle Service Org March 2012 - March 2014
Loyola Marymount University June 2013 - August 2013
Foresters Financial Partners May 2012 - July 2012
Skills
Microsoft Office, Customer Service, Microsoft Excel, Cold Calling, Customer Satisfaction, Research, Microsoft Word, Teamwork, Sales, Leadership, PowerPoint
Education
Loyola Marymount University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Management, Organizational Behavior
World Financial Group (WFG) My goal is to help the middle class plan and prepare for retirement. It is the company goal to leave no family behind in the quest for a more secure and financial sound future.Marketing RepresentativeAssurant HealthJanuary 2008 - May 2015
Liz 2014 - 2015
Liz 2014 - 2015
Foresters Financial Partners November 2006 - November 2007
Skills
Marketing, Sales, Recruiting, Cold Calling, Customer Service, Time Management, Interviews, Health Insurance, Social Networking, Employee Benefits, Customer Retention, Relationship Building, Technical Recruiting, Insurance, Account Management, Life Insurance, Disability Insurance
Education
University of Idaho 2001 — 2005
Political Science
Jerome High School 1997 — 2001
Regular/General High School/Secondary Diploma Program
Ameriplan August 2012 - Present
Foresters Financial Partners September 2007 - Present
Education
Buena Vista High School
Delta College
McDonald Retirement Services October 1998 - Present
Foresters Financial Partners August 2007 - January 2009
Foresters October 1998 - July 2004
Van Dyke Place Restaurant July 1984 - October 1993
Skills
New Business Development
Education
Oakland University 2000 — 2002
Financial Services
Prudential Relocation October 1999 - Present
Prudential Jensen Real Estate January 1999 - Present
Foresters Financial Partners January 1996 - January 1998
Skills
Real Estate, Residential Homes, Sellers, Real Estate Transactions, Single Family Homes, Condos, Commercial Real Estate, Leases, Project Planning, Project Management
Education
Boise State University 1988 — 1993
Benefactor Solutions & Life Solutions Group 2010 - Present
Penn Mutual 2008 - 2010
Foresters Financial Partners 2005 - 2008
New England Financial 1998 - 2005
John Hancock Life Insurance Company (U.S.A.) 1995 - 1997
Skills
Life Insurance, Insurance, Mutual Funds, Fixed Annuities, Retirement Planning, Recruiting, Disability Insurance, Small Business, Retirement, Long-term Care, Strategic Financial..., Employee Benefits, Leadership Development, Long Term Care Insurance, Leadership, New Business Development, IRAs, Estate Planning, Financial Planners, 401k, Term Life Insurance, Management, Sales, Financial Advisory, Health Insurance, Investments, Protection, Wealth Management, Practice Development, Whole Life, Securities, Financial Services, Wealth, Universal Life, Wealth Accumulation, Series 7, 401k Rollovers, Investment Advisory, Sales Recruitment, Selling, Brokers, Financial Planning, Advisor Practice..., Property & Casualty..., Critical Illness, Portfolio Management, FINRA, Risk Management, Consulting Services, Business Consulting
Education
Financial Services Industry 1986 — 2014
Endicott College 2005 — 2007
Masters, Education
Agency Management Training Course 1993 — 1995
AMTC Graduate, Field Management
The American College 1993 — 1995
Chartered Leadership Fellow, Leadership
Learning International 1992 — 1993
Certification Program, Professional Coaching Program
Learning International 1991 — 1992
Certified Trainer Program, Professional Selling Skills
University of Maine 1982 — 1985
Finance, Business
Worcester Academy 1981 — 1982
Prep School, High School
Gloucester High School 1979 — 1981
High School Diploma
GB Wealth Concepts July 2007 - Present
Foresters Financial Partners April 2003 - January 2009
Skills
Spanish Fluent -..., Investment licenses*, Series 7*, 63*, Life..., Investments*, Mutual Funds*, Relationship Marketing, Team Building, Disability Insurance, Fixed Annuities, Cross-cultural Teams, Retirement Planning*, Conflict Resolution, Teaching, Licensing, Business Development, Variable Annuities*, Equity Indexed Annuities, Relationship Management, Spanish-English, Retirement Planning, Life Insurance, Strategic Financial..., Investments, Customer Service, Insurance, Retirement, Securities, 401k, Investment Strategies, Mutual Funds, Long-term Care, Financial Planners, Roth IRA, Asset Allocation, IRAs, Financial Advisory, FINRA, Wealth Management, Investment Advisory, Wealth, Financial Services, Series 6, 401k Rollovers, Variable Annuities
Education
Touro University International 1999 — 2001
MBA, Finance
University of Northern Colorado 1994 — 1998
BA, International Business
SunTrust March 2015 - Present
Fifth Third Securities October 2012 - February 2015
Modern Woodmen of America March 2011 - October 2012
Horace Mann 2010 - 2011
MassMutual January 2008 - January 2010
Foresters Financial Partners 2001 - 2008
The MONY Group 1998 - 2001
Education
Florida Metropolitan University 1987 — 1993
BS, Marketing/Management
FLUSHING HS
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
seacret direct August 2013 - Present
Foresters Financial Partners January 2013 - Present
Self-employed January 1999 - Present
Skills
Team Building, Mentoring, Strategic Planning, Sales Management, Cross-functional Team..., Management, Coaching, Team Leadership, Product Development, Budgets, Negotiation, Forecasting, Marketing Strategy, Process Improvement, Customer Service, New Business Development, Change Management, Leadership
Education
Liberty University 2013 — 2015
Masters in Professional Counseling, Counseling Psychology, 3.96
Liberty University 2010 — 2012
BS Psychology/Christian Counseling, Professional Counseling, 4.0
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
Planning Legacies Financial Group January 2008 - Present
Foresters EQUITY SERVICES INC. 2003 - Present
Easter Seals Metropolitan Chicago June 2015 - 2015
Easter Seals Metropolitan Chicago 2015 - 2015
Easter Seals Metropolitan Chicago 2015 - 2015
Autism Society Of Illinois 2013 - 2015
Foresters Financial Partners June 2007 - September 2009
NAIFA 1994 - 2009
Foresters June 2003 - July 2005
The MONY Group June 2002 - June 2003
Skills
Insurance, Financial Planning, Investments, Financial Advisory, Annuities, Long Term Care, Retirement Planning, New Business Development, Retirement, Mutual Funds, Disability Insurance, Estate Planning, Term Life Insurance, Wealth Management, Public Speaking, Insurance Planning, Strategic Financial..., Long-term Care, Fixed Annuities, Financial Planners, Asset Allocation, IRAs, Life Insurance, Securities, Wealth Accumulation, Series 63, Investment Advisory, Series 7, Long Term Care Insurance, Roth IRA, 401k Rollovers, Series 6, Universal Life, Whole Life, Investment Strategies, Financial Services, Health Insurance, 401k, Wealth, Critical Illness, Wealth Management..., Pensions
Education
American College
CFP
Beecher Carlson September 2015 - Present
XL Catlin September 2013 - September 2015
McGladrey January 2012 - August 2013
Foresters Financial Partners February 2009 - January 2012
User Insight July 2011 - December 2011
Flexible Plan Investments February 2007 - December 2008
Invescor, Ltd November 2005 - February 2007
Quicken Loans January 2005 - November 2005
Hertz January 2002 - July 2004
NEXTEL January 2001 - January 2002
Skills
Sales, Accounts Receivable, Accounts Payable, Cash Management, Microsoft Office, Financial Analysis, Forecasting, Financial Planning, Accounting, Insurance, Investments, Customer Relations, Market Research, PowerPoint, Compliance, Auditing, Financial Reporting, Financial Statement..., Fraud, Retirement Plan..., Internal Controls, Forensic Accounting, IDEA, Recruiting, Inventory, Financial Services, Financial Statements, Employee Benefits, CPA, Financial Advisory, Financial Planners, GAAP, Financial Accounting, General Ledger, Sarbanes-Oxley Act, Internal Audit, Tax, US GAAP, Account Reconciliation, Cash Flow, SAP, Hyperion HFM, Statutory Accounting, Small Business, Strategic Financial..., Finance
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
Masters, Accounting (MPA)
Michigan State University - The Eli Broad Graduate School of Management
B.A., Business Administration
Wayne State University
Master of Business Administration, Finance
Family Ties , Inc January 2014 - Present
Applied Materials February 2010 - Present
Applied Materials 2010 - Present
Foresters Financial Partners January 2008 - January 2010
Skills
Teamwork, Inventory Management, Process Improvement, Outlook, PowerPoint, Management, Microsoft Office, Leadership, Production Control, Process Control, Strategic Planning, Customer Service, Time Management, Manufacturing, Operations Management, Purchasing, Forecasting, Sales, Marketing Strategy, Team Building, Account Management, Marketing, Supply Chain Management, Project Management, Logistics, Market Research, Coaching, Training, Analysis, Cross-functional Team..., Team Leadership, Program Management, Product Development, Recruiting, Project Planning, Supply Chain, MRP, Continuous Improvement, Lean Manufacturing, Customer Satisfaction, Product Management, Strategy, Semiconductor Industry, Data Analysis, Materials Management, SPC, Microsoft Excel, Public Speaking, SAP
Education
St. Joseph's College (ME) 2001 — 2005
BA, Business Management
Cushing Academy 2000 — 2001
Gloucester High School 1996 — 2000
Warrior Custom Golf February 2013 - Present
Saddle Ranch Chophouse May 2012 - February 2013
Elephant Bar Restaurant December 2009 - April 2012
Foresters Financial Partners January 2007 - October 2008
United States Navy - Department of Defense January 2003 - May 2005
Skills
Social Media, Microsoft Excel, Public Speaking, Customer Service, Leadership, PowerPoint, Microsoft Word, Event Planning, Microsoft Office, Sales, Account Management, New Business Development, Social Media Marketing, Strategic Planning, Team Building
Education
College of the Canyons 2009 — 2012
Scottrade September 2014 - Present
Principal Financial Group March 2014 - September 2014
Chase August 2011 - March 2014
Meridian Chamber of Commerce 2014 - 2014
US Bank October 2009 - August 2011
Foresters Financial Partners February 2004 - October 2009
New York Life Insurance Company / Foresters February 2004 - October 2009
Forethought / Cornerstone February 2003 - February 2004
Nelson's RV / Bodily RV January 2000 - January 2003
Peterson Auto Group January 1995 - January 2000
Skills
Strategic Financial..., Small Business, Investments, Wealth Management, Portfolio Management, Asset Allocation, Mutual Funds, 401k, IRAs, Securities, Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Estate Planning, Financial Services, Finance, Banking, Consumer Lending, Credit, Sales, Coaching, Series 6, Series 63
Education
Boise State University
Borah High
Diploma, General Studies
State of Idaho: State
Series 6 and 63, Insurance
The Paragon Financial Group September 2012 - Present
Huntington Investment Company May 2011 - August 2012
JPMorgan Chase September 2009 - May 2011
Foresters Financial Partners February 2005 - September 2009
Skills
Financial Planning, Recruiting, Investments, Portfolio Management, Mutual Funds, Insurance, Banking, Equities, Talent Acquisition, Fixed Annuities, Financial Services, Asset Allocation, Succession Planning, Process Improvement, Management, Strategic Planning, Finance, Analysis, Employee Benefits, Training, Retirement Planning, Wealth Management, Strategic Financial..., Risk Management
Education
Colorado Christian University 2008 — 2009
Masters of Business Administration, Management
Denison University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Woodruff Design & Construction April 2007 - Present
Foresters Financial Partners October 2003 - October 2009
Education
University of California, Berkeley 1967 — 1971
Paragon Financial Group, Inc March 2009 - Present
Foresters Financial Partners January 2007 - March 2009
Foresters 2001 - 2007
Mutual of Omaha 1989 - 2001
Education
Idaho State University 1982 — 1987
Foresters Financial Partners
Skills
Retirement Planning, Fixed Annuities, Retirement, Strategic Financial..., Mutual Funds, Disability Insurance, Life Insurance, Wealth Management, Insurance, IRAs, Estate Planning, Investments
Education
University of Jamestown 1995 — 1999
Nike October 2011 - Present
Nordstrom September 2008 - October 2011
Columbia Sportswear May 2008 - July 2008
Tatuit Design Studio 2008 - 2008
Foresters Financial Partners December 2006 - May 2007
Skills
Digital Marketing, Email Marketing, SEO, Integrated Marketing, Marketing, Digital Strategy, Social Media, SEM, Strategy, Marketing Research, Marketing Management, Sales, Business Strategy, Management, Market Planning, Editing, Product Development, Media Planning, Social Media Marketing, Marketing Communications
Education
Portland State University 2009 — 2010
Digital Marketing Certificate, Digital Marketing
Boise State University 2003 — 2007
BBA, Marketing / Management
Foresters Financial Partners August 2005 - Present
Folsom Chamber of Commerce 2006 - 2008
Skills
Insurance, Strategic Financial..., Retirement Planning, Retirement, Fundraising, Team Building, Leadership, Investments, Strategic Planning, Mutual Funds, Financial Planners, Public Speaking, Health Insurance, Training, Risk Management, Customer Service, Estate Planning, Term Life Insurance, Microsoft Excel, Disability Insurance, Sales, Wealth, Loans, Fixed Annuities, Wealth Management
Education
California State University-Sacramento 1983 — 1986
BS, Marketing
Boehlefeld & Costello Insurance, LLC. January 2009 - Present
Foresters Financial Partners January 2007 - 2009
Foresters 1998 - 2006
Skills
Disability Insurance, Long-term Care, Fixed Annuities, Term Life Insurance, Retirement Planning, Life Insurance, Retirement, IRAs, Mutual Funds, Final Expense Insurance, Wealth Management, Insurance, Strategic Financial..., Financial Planners, Health Insurance, Asset Allocation, Whole Life, Employee Benefits, Long Term Care Insurance, Critical Illness, 401k, Universal Life, Wealth, Estate Planning, Wealth Accumulation, Roth IRA, Financial Advisory, Investment Advisory, Small Business, Pensions, Investments, Accident, Brokers, Health Savings Accounts, Securities, Financial Services, Underwriting, Financial Planning
Education
John Carroll University 1968 — 1972
BSBA, Marketing
Baldwin Wallace University
MBA, Management
Foresters Financial Partners
Skills
Mutual Funds, Long-term Care, Wealth Management
Education
Albion College 1987 — 1991
Bachelor of Arts, Communications & English
Foresters Financial Partners 2003 - Present
Skills
Fixed Annuities, IRAs, Retirement, Life Insurance, Retirement Planning, Disability Insurance, Long-term Care
Education
University of Santo Tomas 1961 — 1968
Foresters Financial Partners August 2008 - Present
Foresters May 2003 - August 2008
American Concrete Institute May 2002 - January 2003
SME February 1979 - November 2001
Skills
Leadership, Financial Analysis, Sales, Investments, Strategic Planning
Education
Eastern Michigan University 1984 — 1987
Master of Science (M.S.), Industrial Technology/Technician
Ferris State University 1974 — 1978
Bachelor of Science (BS), Marketing