Foresters Financial Partners

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Foresters Financial Partners Employees

Employee
Years
Job
Industry
Anna Tanis Anna Tanis Greater Minneapolis-St. Paul Area Details
Anna Tanis's Foresters Financial Partners Experience August 2007 - May 2008
Job Intern at The Opus Group®
Industry Design
Experience
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

Ira Gottshall Ira Gottshall Valencia, California Details
Ira Gottshall's Foresters Financial Partners Experience May 2012 - July 2012
Job Assistant Manager at Enterprise RentACar
Industry
Experience
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

Kimberly Cutler Kimberly Cutler Boise, Idaho Area Details
Kimberly Cutler's Foresters Financial Partners Experience November 2006 - November 2007
Job Recruitment and Training Manager
Industry Insurance
Experience
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

Sharon A. Justice Sharon A. Justice Indianapolis, Indiana Area Details
Sharon A. Justice's Foresters Financial Partners Experience September 2007 - Present
Job Indpendent Business Owner at Ameriplan
Industry Health, Wellness and Fitness
Experience
Ameriplan  August 2012 - Present
Foresters Financial Partners   September 2007 - Present

Education
Buena Vista High School

Delta College

David W. McDonald David W. McDonald Trenton, Michigan Details
David W. McDonald's Foresters Financial Partners Experience August 2007 - January 2009
Job Financial Adviser
Industry Financial Services
Experience
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

Chris Philp Chris Philp Boise, Idaho Area Details
Chris Philp's Foresters Financial Partners Experience January 1996 - January 1998
Job Residential Commercial and Income Real Estate
Industry Real Estate
Experience
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

Jonathan J. Pratt, CLF Jonathan J. Pratt, CLF Greater Boston Area Details
Jonathan J. Pratt, CLF's Foresters Financial Partners Experience 2005 - 2008
Job CEO of Benefactor and Life Solutions Group
Industry Information Technology and Services
Experience
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

Gustavo Belloso Gustavo Belloso Colorado Springs, Colorado Area Details
Gustavo Belloso's Foresters Financial Partners Experience April 2003 - January 2009
Job President of GB Wealth Concepts
Industry Financial Services
Experience
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

Eric Heymann Eric Heymann Tampa/St. Petersburg, Florida Area Details
Eric Heymann's Foresters Financial Partners Experience 2001 - 2008
Job Premier Banker, Vice President at Suntrust Bank
Industry Banking
Experience
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

Bob Smith, FICF, RFC Bob Smith, FICF, RFC Cleveland/Akron, Ohio Area Details
Bob Smith, FICF, RFC's Foresters Financial Partners Experience 2007 - 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

Vera Garcia Vera Garcia Albuquerque, New Mexico Details
Vera Garcia's Foresters Financial Partners Experience January 2013 - Present
Job Seacret Agent
Industry Marketing and Advertising
Experience
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

Mitchell Langton Mitchell Langton Greater Detroit Area Details
Mitchell Langton's Foresters Financial Partners Experience 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

Russell G. Luce Russell G. Luce Greater Chicago Area Details
Russell G. Luce's Foresters Financial Partners Experience June 2007 - September 2009
Job President ,CEO, Public Speaker , Special Needs Planner
Industry Financial Services
Experience
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

Steve Rochen, CPA Steve Rochen, CPA Greater Atlanta Area Details
Steve Rochen, CPA's Foresters Financial Partners Experience February 2009 - January 2012
Job Assistant Controller at Beecher Carlson
Industry Accounting
Experience
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

Jonathan J Pratt Jonathan J Pratt Greater Boston Area Details
Jonathan J Pratt's Foresters Financial Partners Experience January 2008 - January 2010
Job Production Planner II / Applied Materials
Industry Semiconductors
Experience
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

Aileen Robinson Aileen Robinson Orange County, California Area Details
Aileen Robinson's Foresters Financial Partners Experience January 2007 - October 2008
Job Customer Service Representative at Warrior Custom Golf
Industry Sports
Experience
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

Rick LeMar Rick LeMar Boise, Idaho Area Details
Rick LeMar's Foresters Financial Partners Experience February 2004 - October 2009
Job Investment Consultant at Scottrade
Industry Financial Services
Experience
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

Dave Rodenbeck, MBA Dave Rodenbeck, MBA Columbus, Ohio Details
Dave Rodenbeck, MBA's Foresters Financial Partners Experience February 2005 - September 2009
Job Managing Associate, The Paragon Financial , ***Seeks career opportunity
Industry Financial Services
Experience
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

Kwon S Kwon S San Francisco Bay Area Details
Kwon S's Foresters Financial Partners Experience October 2003 - October 2009
Job Project Manager at Woodruff Design & Construction
Industry Architecture & Planning
Experience
Woodruff Design & Construction   April 2007 - Present
Foresters Financial Partners   October 2003 - October 2009

Education
University of California, Berkeley   1967 — 1971

Monte Bute Monte Bute Boise, Idaho Area Details
Monte Bute's Foresters Financial Partners Experience January 2007 - March 2009
Job Paragon Financial Group, Inc
Industry Financial Services
Experience
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

Joel Sandry Joel Sandry Boise, Idaho Area Details
Joel Sandry's Foresters Financial Partners Experience
Job Financial Advisor at Foresters Financial Partners
Industry Financial Services
Experience
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

Andrea (Weeks) Reinertson Andrea (Weeks) Reinertson Portland, Oregon Area Details
Andrea (Weeks) Reinertson's Foresters Financial Partners Experience December 2006 - May 2007
Job Program Specialist at Nike
Industry Marketing and Advertising
Experience
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

Roderick Hunt Roderick Hunt Sacramento, California Area Details
Roderick Hunt's Foresters Financial Partners Experience August 2005 - Present
Job Financial Representative at Foresters Financial Partners
Industry Financial Services
Experience
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

Gene Costello Gene Costello Cleveland/Akron, Ohio Area Details
Gene Costello's Foresters Financial Partners Experience January 2007 - 2009
Job Owner, Boehlefeld & Costello Insurance, LLC.
Industry Insurance
Experience
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

Jarrett Barringer Jarrett Barringer Greater Detroit Area Details
Jarrett Barringer's Foresters Financial Partners Experience
Job Marketing Associate at Foresters Financial Partners
Industry Financial Services
Experience
Foresters Financial Partners  

Skills
Mutual Funds, Long-term Care, Wealth Management

Education
Albion College   1987 — 1991
Bachelor of Arts, Communications & English

Estelita Tiongson Estelita Tiongson Irvine, California Details
Estelita Tiongson's Foresters Financial Partners Experience 2003 - Present
Job Financial rep at Foresters Financial Partners
Industry Financial Services
Experience
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

John McEachran John McEachran Novi, Michigan Details
John McEachran's Foresters Financial Partners Experience August 2008 - Present
Job Financial Representative
Industry Financial Services
Experience
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