Fortis Investors
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Fortis Investors Employees
Employee
Years
Job
Industry
P. Dale Bott P. Dale Bott's Fortis Investors Experience March 1994 - August 1995
Job Financial Freedom Alliance | Insurance Agent | Life & Health Insurance | Medigap | Medicare Advantage | Annuities
Industry Insurance
Experience
Financial Freedom Alliance 2008 - Present
WMA/WFG August 1995 - February 2008
Fortis Investors March 1994 - August 1995
Skills
Sales Management, Insurance, Sales, Strategic Financial..., New Business Development, Retirement Planning, Public Speaking, Investments, Life Insurance, Retirement, Team Building, Account Management, Customer Service, Marketing, Strategic Planning, Financial Analysis, Leadership, Management, Small Business, Microsoft Office, Fixed Annuities
Education
Brigham Young University 1989 — 1992
BS, Business Management, Finance
Brigham Young University
Bachelor's of Science in Business Management, Business Managment with Emphasis in Finance
Financial Freedom Alliance 2008 - Present
WMA/WFG August 1995 - February 2008
Fortis Investors March 1994 - August 1995
Skills
Sales Management, Insurance, Sales, Strategic Financial..., New Business Development, Retirement Planning, Public Speaking, Investments, Life Insurance, Retirement, Team Building, Account Management, Customer Service, Marketing, Strategic Planning, Financial Analysis, Leadership, Management, Small Business, Microsoft Office, Fixed Annuities
Education
Brigham Young University 1989 — 1992
BS, Business Management, Finance
Brigham Young University
Bachelor's of Science in Business Management, Business Managment with Emphasis in Finance
Darren Northam, CFP®, CMFC® Darren Northam, CFP®, CMFC®'s Fortis Investors Experience June 1996 - September 2001
Job Managing Partner, Clay Northam Wealth Management
Industry Investment Management
Experience
Clay Northam Wealth Management November 2011 - Present
Clay, Malek & Northam Wealth Management October 2006 - November 2011
Prudential Financial September 2001 - October 2006
Fortis Investors June 1996 - September 2001
Education
University of California, Santa Barbara 1992 — 1996
Bachelor of Arts, Business Economics
Clay Northam Wealth Management November 2011 - Present
Clay, Malek & Northam Wealth Management October 2006 - November 2011
Prudential Financial September 2001 - October 2006
Fortis Investors June 1996 - September 2001
Education
University of California, Santa Barbara 1992 — 1996
Bachelor of Arts, Business Economics
Fredo Garcia Fredo Garcia's Fortis Investors Experience March 1997 - April 1999
Job New Business Coordinator at eCapital LLC
Industry Marketing and Advertising
Experience
eCapital LLC October 2014 - Present
Lear Media Solutions January 2014 - September 2014
TakeLessons.com August 2012 - July 2013
Insphere Insurance Solutions July 2011 - August 2011
Global Village Concerns February 2011 - August 2011
Combined Insurance July 2007 - December 2009
Fortis Investors March 1997 - April 1999
Skills
Consultative Selling, Training, Customer Relations, New Business Development, Client Presentation, Sales Presentations, Inside Sales, Online Advertising, Advertising Sales, Marketing Strategy, Digital Strategy, Fixed Annuities, Lead Generation, Marketing, Term Life Insurance, Business Development, Series 63, Universal Life, Selling, Whole Life, Investments, Long Term Care Insurance, Customer Service, Strategic Financial..., Long-term Care, Disability Insurance, Sales Management, Microsoft Office, Salesforce.com, Insurance, Cold Calling, Health Insurance, Retirement, Retirement Planning, Financial Planners, Series 6, Advertising, Direct Mail, Online Lead Generation, Live Transfers, Team Building, Annuities, Financial Planning, Long Term Care, Digital Marketing, SEO, SEM, Sales
Education
The University of Texas at Arlington 1987 — 1989
W.T. White High School 1983 — 1987
eCapital LLC October 2014 - Present
Lear Media Solutions January 2014 - September 2014
TakeLessons.com August 2012 - July 2013
Insphere Insurance Solutions July 2011 - August 2011
Global Village Concerns February 2011 - August 2011
Combined Insurance July 2007 - December 2009
Fortis Investors March 1997 - April 1999
Skills
Consultative Selling, Training, Customer Relations, New Business Development, Client Presentation, Sales Presentations, Inside Sales, Online Advertising, Advertising Sales, Marketing Strategy, Digital Strategy, Fixed Annuities, Lead Generation, Marketing, Term Life Insurance, Business Development, Series 63, Universal Life, Selling, Whole Life, Investments, Long Term Care Insurance, Customer Service, Strategic Financial..., Long-term Care, Disability Insurance, Sales Management, Microsoft Office, Salesforce.com, Insurance, Cold Calling, Health Insurance, Retirement, Retirement Planning, Financial Planners, Series 6, Advertising, Direct Mail, Online Lead Generation, Live Transfers, Team Building, Annuities, Financial Planning, Long Term Care, Digital Marketing, SEO, SEM, Sales
Education
The University of Texas at Arlington 1987 — 1989
W.T. White High School 1983 — 1987
Kristofer A. Love Kristofer A. Love's Fortis Investors Experience June 1995 - August 1996
Job Financial Services
Industry Financial Services
Experience
Educational Testing Consultants 2015 - 2015
Lincoln Heritage Life Insurance Company August 2012 - March 2014
1&1 Internet, Inc. June 2012 - April 2013
ThylakSoft January 2008 - May 2011
Rogers Medical Intelligence Solutions September 2004 - December 2007
Fannie Mae June 2002 - August 2002
Moody's Investors Service May 1998 - August 2001
Georgeson Shareholder September 1996 - May 1998
Fortis Investors June 1995 - August 1996
Skills
Licensed Life & Health..., Strategy, CRM, Project Management, New Business Development, Training, Business Analysis, Account Management, Sales, Data Analysis, Requirements Analysis, Insurance, Health Insurance, Life Insurance, Strategic Planning, Marketing, Team Building, Analysis, Management, Disability Insurance, Nonprofits, Leadership, Coaching, Business Development, Clinical Research, Program Management, Competitive Analysis, Healthcare, Marketing Strategy, Entrepreneurship, Process Improvement, Mergers & Acquisitions, Small Business, Retirement, Customer Acquisition, Credit Analysis, Employee Benefits, Fixed Annuities, Business Strategy
Education
Georgetown University - The McDonough School of Business 2001 — 2003
MBA, Business Administration
University of Pennsylvania 1991 — 1995
BA, International Relations
Educational Testing Consultants 2015 - 2015
Lincoln Heritage Life Insurance Company August 2012 - March 2014
1&1 Internet, Inc. June 2012 - April 2013
ThylakSoft January 2008 - May 2011
Rogers Medical Intelligence Solutions September 2004 - December 2007
Fannie Mae June 2002 - August 2002
Moody's Investors Service May 1998 - August 2001
Georgeson Shareholder September 1996 - May 1998
Fortis Investors June 1995 - August 1996
Skills
Licensed Life & Health..., Strategy, CRM, Project Management, New Business Development, Training, Business Analysis, Account Management, Sales, Data Analysis, Requirements Analysis, Insurance, Health Insurance, Life Insurance, Strategic Planning, Marketing, Team Building, Analysis, Management, Disability Insurance, Nonprofits, Leadership, Coaching, Business Development, Clinical Research, Program Management, Competitive Analysis, Healthcare, Marketing Strategy, Entrepreneurship, Process Improvement, Mergers & Acquisitions, Small Business, Retirement, Customer Acquisition, Credit Analysis, Employee Benefits, Fixed Annuities, Business Strategy
Education
Georgetown University - The McDonough School of Business 2001 — 2003
MBA, Business Administration
University of Pennsylvania 1991 — 1995
BA, International Relations
Deborah Teague Deborah Teague's Fortis Investors Experience September 1999 - November 2001
Job Dealer Relations at American Funds
Industry Investment Management
Experience
American Funds August 2007 - Present
American Funds March 2002 - August 2007
Fortis Investors September 1999 - November 2001
Skills
Mutual Funds, Asset Allocation, Series 63, Investments, Series 6, Asset Managment, Relationship Management, Financial Services, Strategic Planning, 401k, Customer Service, Wealth Management, Securities, Asset Management, Strategic Financial..., Retirement
Education
Albertus Magnus College 1996 — 1999
Bachelor's, Psychological Research
North Haven High School 1990 — 1993
American Funds August 2007 - Present
American Funds March 2002 - August 2007
Fortis Investors September 1999 - November 2001
Skills
Mutual Funds, Asset Allocation, Series 63, Investments, Series 6, Asset Managment, Relationship Management, Financial Services, Strategic Planning, 401k, Customer Service, Wealth Management, Securities, Asset Management, Strategic Financial..., Retirement
Education
Albertus Magnus College 1996 — 1999
Bachelor's, Psychological Research
North Haven High School 1990 — 1993
Samer Zeidan Samer Zeidan's Fortis Investors Experience December 1998 - June 1999
Job V. P. Bay Atm inc
Industry Financial Services
Experience
bay atm inc March 2007 - Present
MetLife September 1999 - September 2000
Fortis investors December 1998 - June 1999
Skills
New Business Development, Business Development, Start-ups, E-commerce, Marketing Strategy, Strategic Planning, Business Planning, Management Consulting, Marketing, B2B, Banking, Business Strategy, Customer Service, Entrepreneurship, Leadership, Negotiation, Operations Management, Sales, Strategic Partnerships, Team Building
Education
San Jose State University 1995 — 1997
Bachelor of Applied Science (B.A.Sc.), International Business
bay atm inc March 2007 - Present
MetLife September 1999 - September 2000
Fortis investors December 1998 - June 1999
Skills
New Business Development, Business Development, Start-ups, E-commerce, Marketing Strategy, Strategic Planning, Business Planning, Management Consulting, Marketing, B2B, Banking, Business Strategy, Customer Service, Entrepreneurship, Leadership, Negotiation, Operations Management, Sales, Strategic Partnerships, Team Building
Education
San Jose State University 1995 — 1997
Bachelor of Applied Science (B.A.Sc.), International Business
T. Kenny Phan, AIF's Fortis Investors Experience May 1995 - June 1997
Job Pension Consultant Specializing in Custom Plan Design
Industry Financial Services
Experience
Pension Consultant September 1997 - Present
Plan Sponsor Services 2011 - 2011
Lincoln Financial Group May 2007 - June 2008
AUL Retirement Services October 2000 - December 2006
The Guardian June 1997 - October 2000
Fortis Investors May 1995 - June 1997
Skills
Investments, 401k, Retirement, Pensions, Mutual Funds, Insurance, Retirement Planning, Annuities, Series 6, Series 63, Financial Planning, Securities, Profit Sharing, Employee Benefits, Retirement Services, Financial Services, Life Insurance
Education
Purdue University 1991 — 1995
Bachelor of Science, Agricultural Economics, Sales & Marketing
Pension Consultant September 1997 - Present
Plan Sponsor Services 2011 - 2011
Lincoln Financial Group May 2007 - June 2008
AUL Retirement Services October 2000 - December 2006
The Guardian June 1997 - October 2000
Fortis Investors May 1995 - June 1997
Skills
Investments, 401k, Retirement, Pensions, Mutual Funds, Insurance, Retirement Planning, Annuities, Series 6, Series 63, Financial Planning, Securities, Profit Sharing, Employee Benefits, Retirement Services, Financial Services, Life Insurance
Education
Purdue University 1991 — 1995
Bachelor of Science, Agricultural Economics, Sales & Marketing
Michael Cordero's Fortis Investors Experience 1993 - 1994
Job Broker/CEO, Cordero Capital Partners Inc.
Industry Real Estate
Experience
Cordero Capital Partners Inc. / CCP Investment Properties LLC October 2003 - Present
WebEx Communications 2000 - 2002
World Financial Group (WFG) 1996 - 2002
Netcurrents 1999 - 2000
Andersen Consulting (Accenture) 1996 - 1998
Intersececurities, Inc. 1994 - 1996
MR&A Field and Tab 1992 - 1996
Echelon Group 1994 - 1995
Fortis Investors 1993 - 1994
Skills
Finance, Private Equity, Commercial Real Estate, Funding, Due Diligence, Start-ups, Financial Analysis, Real Estate, Equities, Commercial Lending, Joint Ventures, Mezzanine, Loans, Real Estate Financing, Sales, REO, Investments, Residential Homes, Brokerage, Asset Management, Property, Investment Properties, Real Estate Development, Selling, Investors, Real Estate Economics, Real Estate Transactions, Valuation, Mortgage Lending, Property Management, Foreclosures
Education
University of San Francisco 1993 — 1995
B.S. Business Administration, Finance
Cordero Capital Partners Inc. / CCP Investment Properties LLC October 2003 - Present
WebEx Communications 2000 - 2002
World Financial Group (WFG) 1996 - 2002
Netcurrents 1999 - 2000
Andersen Consulting (Accenture) 1996 - 1998
Intersececurities, Inc. 1994 - 1996
MR&A Field and Tab 1992 - 1996
Echelon Group 1994 - 1995
Fortis Investors 1993 - 1994
Skills
Finance, Private Equity, Commercial Real Estate, Funding, Due Diligence, Start-ups, Financial Analysis, Real Estate, Equities, Commercial Lending, Joint Ventures, Mezzanine, Loans, Real Estate Financing, Sales, REO, Investments, Residential Homes, Brokerage, Asset Management, Property, Investment Properties, Real Estate Development, Selling, Investors, Real Estate Economics, Real Estate Transactions, Valuation, Mortgage Lending, Property Management, Foreclosures
Education
University of San Francisco 1993 — 1995
B.S. Business Administration, Finance
Matt Dian Matt Dian's Fortis Investors Experience 1991 - 2000
Job
Industry Financial Services
Experience
Questar Capital Corporation February 2015 - Present
Questar Capital Corporation April 2014 - Present
Woodbury Financial Services, Inc. April 2013 - April 2014
Woodbury Financial Services, Inc. 2010 - April 2013
Woodbury Financial Services, Inc. 2008 - 2010
Woodbury Financial Services, Inc. 2006 - 2008
Woodbury Financial Services, Inc. 2004 - 2006
Hartford Insurance/Fortis Investors 2000 - 2004
Fortis Investors 1991 - 2000
Skills
Securities, Series 7, FINRA, Investments, Series 63, Insurance, Trading, Financial Advisory, Management, Training, AML, Mutual Funds, Series 24, Retirement Planning, Fixed Annuities, Retirement, Wealth Management
Education
Wharton Business School 2010 — 2011
FINRA CRCP
Saint Mary's University of Minnesota 2004 — 2006
Bachelor of Science (B.S.)
white bear lake
Questar Capital Corporation February 2015 - Present
Questar Capital Corporation April 2014 - Present
Woodbury Financial Services, Inc. April 2013 - April 2014
Woodbury Financial Services, Inc. 2010 - April 2013
Woodbury Financial Services, Inc. 2008 - 2010
Woodbury Financial Services, Inc. 2006 - 2008
Woodbury Financial Services, Inc. 2004 - 2006
Hartford Insurance/Fortis Investors 2000 - 2004
Fortis Investors 1991 - 2000
Skills
Securities, Series 7, FINRA, Investments, Series 63, Insurance, Trading, Financial Advisory, Management, Training, AML, Mutual Funds, Series 24, Retirement Planning, Fixed Annuities, Retirement, Wealth Management
Education
Wharton Business School 2010 — 2011
FINRA CRCP
Saint Mary's University of Minnesota 2004 — 2006
Bachelor of Science (B.S.)
white bear lake
Jim Beatty, AIF Jim Beatty, AIF's Fortis Investors Experience June 1998 - January 2003
Job Senior Partner & Financial Consultant at Sound Consulting Services
Industry Financial Services
Experience
Sound Consulting Service September 2003 - Present
Sound Consulting Services January 2003 - Present
Sound Consulting Services 2003 - Present
Fortis Investors, June 1998 - January 2003
Skills
Investments, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Asset Allocation, Wealth Management..., Securities, Retirement, Investment Advisory, Strategic Planning, Investment Management, Strategic Financial..., Investment Strategies, Investment Banking, Series 63, Finance, 401k, Pensions, Alternative Investments, Financial Advisory, Tax, Small Business, Series 7, Program Management, ETFs, Asset Management, Estate Planning, Fixed Annuities, Financial Services
Education
Central Washington University 1996 — 1998
North Kitsap High
Sound Consulting Service September 2003 - Present
Sound Consulting Services January 2003 - Present
Sound Consulting Services 2003 - Present
Fortis Investors, June 1998 - January 2003
Skills
Investments, Wealth Management, Retirement Planning, Mutual Funds, Portfolio Management, Asset Allocation, Wealth Management..., Securities, Retirement, Investment Advisory, Strategic Planning, Investment Management, Strategic Financial..., Investment Strategies, Investment Banking, Series 63, Finance, 401k, Pensions, Alternative Investments, Financial Advisory, Tax, Small Business, Series 7, Program Management, ETFs, Asset Management, Estate Planning, Fixed Annuities, Financial Services
Education
Central Washington University 1996 — 1998
North Kitsap High
Jennifer Fullmer's Fortis Investors Experience January 1997 - October 1998
Job Senior Account Executive, MetLife Resources
Industry Financial Services
Experience
MetLife Resources August 2012 - Present
Chevy Chase Trust Company September 2004 - June 2012
BB&T November 1998 - September 2004
First Virginia Bank - Institutional Trust 1998 - 2004
FORTIS INVESTORS January 1997 - October 1998
Merrill Lynch February 1993 - December 1996
ALLSTATE FINANCIAL CORPORATION January 1992 - January 1993
MANCHESTER, INC January 1990 - January 1992
Education
American University 1991 — 1996
Master of Business Administration (MBA), Masters
American University
MBA, Finance
University of Delaware 1986 — 1990
Bachelor of Arts (B.A.), Economics
University of Delaware
BA, Economics
MetLife Resources August 2012 - Present
Chevy Chase Trust Company September 2004 - June 2012
BB&T November 1998 - September 2004
First Virginia Bank - Institutional Trust 1998 - 2004
FORTIS INVESTORS January 1997 - October 1998
Merrill Lynch February 1993 - December 1996
ALLSTATE FINANCIAL CORPORATION January 1992 - January 1993
MANCHESTER, INC January 1990 - January 1992
Education
American University 1991 — 1996
Master of Business Administration (MBA), Masters
American University
MBA, Finance
University of Delaware 1986 — 1990
Bachelor of Arts (B.A.), Economics
University of Delaware
BA, Economics
Foley, Ryan's Fortis Investors Experience August 2000 - September 2001
Job Insurance Agent at Farmers Insurance
Industry Insurance
Experience
Farmers Insurance March 2011 - Present
Farmers Insurance November 2004 - March 2011
Farmers Insurance September 2003 - November 2004
Farmers Insurance September 2002 - September 2003
Waddell & Reed January 2002 - August 2002
Fortis Investors August 2000 - September 2001
Skills
Insurance, Fixed Annuities, Mutual Funds, IRAs, Property & Casualty..., Underwriting, Loans, Financial Services, Commercial Insurance, Cold Calling, Commercial Lines, Sales, Customer Service, Strategic Planning, Account Management, Process Improvement, Salesforce.com, Team Building, Sales Management, Marketing, Customer Retention, Homeowners, Casualty, Health Insurance, Series 63, Umbrella Insurance, General Insurance, Term Life Insurance, Management, Life Insurance, Claim, Sales Presentations, Sales Process, Training
Education
Illinois State University 1996 — 2000
Business, Finance
Harper College 1997 — 2001
na, na
Farmers Insurance March 2011 - Present
Farmers Insurance November 2004 - March 2011
Farmers Insurance September 2003 - November 2004
Farmers Insurance September 2002 - September 2003
Waddell & Reed January 2002 - August 2002
Fortis Investors August 2000 - September 2001
Skills
Insurance, Fixed Annuities, Mutual Funds, IRAs, Property & Casualty..., Underwriting, Loans, Financial Services, Commercial Insurance, Cold Calling, Commercial Lines, Sales, Customer Service, Strategic Planning, Account Management, Process Improvement, Salesforce.com, Team Building, Sales Management, Marketing, Customer Retention, Homeowners, Casualty, Health Insurance, Series 63, Umbrella Insurance, General Insurance, Term Life Insurance, Management, Life Insurance, Claim, Sales Presentations, Sales Process, Training
Education
Illinois State University 1996 — 2000
Business, Finance
Harper College 1997 — 2001
na, na
Myer, Sam's Fortis Investors Experience September 1998 - January 2000
Job Director of Operations at Alpha Financial Advisors, LLC.
Industry Financial Services
Experience
Alpha Financial Advisors, LLC. April 2006 - Present
Hughes Capital Management March 2005 - April 2006
Sullivan, Bruyette, Speros & Blayney, Inc. January 2000 - February 2005
Fortis Investors September 1998 - January 2000
Skills
Wealth Management, Strategic Financial..., Investments, Investment Advisory, Asset Managment, Asset Management, Retirement Planning, Equities, Mutual Funds, Retirement, Asset Allocation, Portfolio Management, Investment Strategies, Alternative Investments, Investment Management, Financial Planners, Risk Management, Financial Advisory, Management, Strategic Planning, Budgets, Project Management
Education
James Madison University 1996 — 1998
BA, English
Alpha Financial Advisors, LLC. April 2006 - Present
Hughes Capital Management March 2005 - April 2006
Sullivan, Bruyette, Speros & Blayney, Inc. January 2000 - February 2005
Fortis Investors September 1998 - January 2000
Skills
Wealth Management, Strategic Financial..., Investments, Investment Advisory, Asset Managment, Asset Management, Retirement Planning, Equities, Mutual Funds, Retirement, Asset Allocation, Portfolio Management, Investment Strategies, Alternative Investments, Investment Management, Financial Planners, Risk Management, Financial Advisory, Management, Strategic Planning, Budgets, Project Management
Education
James Madison University 1996 — 1998
BA, English
Wayland Wong's Fortis Investors Experience 1997 - 1999
Job Account Finance Lead at HewlettPackard
Industry Computer Hardware
Experience
Hewlett-Packard April 2011 - Present
Hewlett-Packard 2009 - April 2011
Hewlett-Packard 2005 - 2009
Hewlett-Packard 2001 - 2005
Hewlett-Packard 1999 - 2001
Fortis Investors 1997 - 1999
Skills
Budgets, Competitive Analysis, Contract Negotiation, Cross-functional Team..., Finance, Financial Analysis, Product Management, Financial Modeling, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2010
MBA
University of California, Berkeley 1993 — 1997
BA, Economics & Business Admin Minor
Hewlett-Packard April 2011 - Present
Hewlett-Packard 2009 - April 2011
Hewlett-Packard 2005 - 2009
Hewlett-Packard 2001 - 2005
Hewlett-Packard 1999 - 2001
Fortis Investors 1997 - 1999
Skills
Budgets, Competitive Analysis, Contract Negotiation, Cross-functional Team..., Finance, Financial Analysis, Product Management, Financial Modeling, Strategy
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2010
MBA
University of California, Berkeley 1993 — 1997
BA, Economics & Business Admin Minor
Theresa Anderson's Fortis Investors Experience April 2000 - April 2002
Job Regional Sales Manager at Woodbury Financial Services
Industry Financial Services
Experience
Woodbury Financial Services August 2007 - Present
Woodbury Financial Services, Inc April 2003 - August 2007
Fortis Investors April 2000 - April 2002
Skills
Securities, Series 7, Asset Allocation, Variable Annuities, Estate Planning, Investments, Insurance, Mutual Funds, Trading, Series 6, Fixed Annuities, Team Building, Customer Retention, Customer Engagement, Streamlining Of..., Training, Change Management, Project Management, Consensus Building
Education
Inver Hills Community College 1990 — 1993
Associate's Degree, Business Administration
Woodbury Financial Services August 2007 - Present
Woodbury Financial Services, Inc April 2003 - August 2007
Fortis Investors April 2000 - April 2002
Skills
Securities, Series 7, Asset Allocation, Variable Annuities, Estate Planning, Investments, Insurance, Mutual Funds, Trading, Series 6, Fixed Annuities, Team Building, Customer Retention, Customer Engagement, Streamlining Of..., Training, Change Management, Project Management, Consensus Building
Education
Inver Hills Community College 1990 — 1993
Associate's Degree, Business Administration
Jeffrey L. Coleman's Fortis Investors Experience November 1999 - December 2001
Job Financial Advisor Specializing in Wealth Preservation and Retirement Income
Industry Financial Services
Experience
cfs Wealth Management Group, LLC January 2013 - Present
Waddell & Reed August 2009 - January 2012
Coleman Financial Services, LLC March 2009 - January 2012
USBancorp October 2005 - August 2009
Citicorp Investment Services May 2003 - October 2005
The Hartford January 2001 - December 2002
Fortis Investors November 1999 - December 2001
Graceland University 1981 - 1983
Skills
Specialize in..., Specialize in Wealth..., Specialize in Wealth..., Investments, Investment Advisory, Wealth Management, Retirement Planning, Strategic Financial..., Retirement, Financial Advisory, Financial Services, Wealth, Small Business
Education
Graceland University 1981 — 1983
Oak Grove High School Oak Grove, MO 1977 — 1981
cfs Wealth Management Group, LLC January 2013 - Present
Waddell & Reed August 2009 - January 2012
Coleman Financial Services, LLC March 2009 - January 2012
USBancorp October 2005 - August 2009
Citicorp Investment Services May 2003 - October 2005
The Hartford January 2001 - December 2002
Fortis Investors November 1999 - December 2001
Graceland University 1981 - 1983
Skills
Specialize in..., Specialize in Wealth..., Specialize in Wealth..., Investments, Investment Advisory, Wealth Management, Retirement Planning, Strategic Financial..., Retirement, Financial Advisory, Financial Services, Wealth, Small Business
Education
Graceland University 1981 — 1983
Oak Grove High School Oak Grove, MO 1977 — 1981