Freedom Equity Group
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Freedom Equity Group Employees
Employee
Years
Job
Industry
ALTAGRACIA GARCIA ALTAGRACIA GARCIA's Freedom Equity Group Experience April 2014 - Present
Job Insurance Professional
Industry Insurance
Experience
Freedom Equity Group April 2014 - Present
Colonial Life 2013 - Present
Transamerica June 2012 - Present
American National Life Insurance Co. of New York September 2008 - Present
Combined Insurance June 2013 - February 2014
Allstate 2013 - February 2014
Blue Cross Blue Shield of Texas August 2013 - 2014
UnitedHealth Group August 2013 - 2014
STATE FARM INSURANCE 2011 - 2011
Skills
Insurance, Health Insurance, Finance, Outlook, Sales, Strategic Planning, Leadership, Customer Satisfaction, Team Building, General Insurance, Property & Casualty..., Underwriting, Life Insurance, Claim, Customer Retention, Employee Benefits, Strategy, Term Life Insurance, Disability Insurance, Claims Management, Accident, Long-term Care, Claims Handling, Critical Illness, Health Savings Accounts, Long Term Care Insurance, Executive Management, Project Planning, Insurance Brokerage, Business, Cold Calling, Analysis, Training, Workers Compensation, Small Business, Medicare, Financial Services, Call Centers, Brokers, Casualty Insurance, Financial Risk, Retirement Planning, Process Improvement, Legal Liability, Liability, Relationship Management, Pricing, Vendor Management, Managed Care, Recruiting
Education
El Paso Community College 2000 — 2002
Certification Business, Business Management
Freedom Equity Group April 2014 - Present
Colonial Life 2013 - Present
Transamerica June 2012 - Present
American National Life Insurance Co. of New York September 2008 - Present
Combined Insurance June 2013 - February 2014
Allstate 2013 - February 2014
Blue Cross Blue Shield of Texas August 2013 - 2014
UnitedHealth Group August 2013 - 2014
STATE FARM INSURANCE 2011 - 2011
Skills
Insurance, Health Insurance, Finance, Outlook, Sales, Strategic Planning, Leadership, Customer Satisfaction, Team Building, General Insurance, Property & Casualty..., Underwriting, Life Insurance, Claim, Customer Retention, Employee Benefits, Strategy, Term Life Insurance, Disability Insurance, Claims Management, Accident, Long-term Care, Claims Handling, Critical Illness, Health Savings Accounts, Long Term Care Insurance, Executive Management, Project Planning, Insurance Brokerage, Business, Cold Calling, Analysis, Training, Workers Compensation, Small Business, Medicare, Financial Services, Call Centers, Brokers, Casualty Insurance, Financial Risk, Retirement Planning, Process Improvement, Legal Liability, Liability, Relationship Management, Pricing, Vendor Management, Managed Care, Recruiting
Education
El Paso Community College 2000 — 2002
Certification Business, Business Management
Buddy Mason Buddy Mason's Freedom Equity Group Experience Manage a team of insurance professionals who are dedicated to helping people retire with dignity.Director of Athletic AdvancementSoutheastern UniversityJuly 2013 - Present
Job Director of Athletic Advancement at Southeastern University
Industry Financial Services
Experience
Freedom Equity Group Manage a team of insurance professionals who are dedicated to helping people retire with dignity.Director of Athletic AdvancementSoutheastern UniversityJuly 2013 - Present
Salem Financial, LC November 1994 - January 2008
Skills
Retirement Planning, Personal Tax Planning, Investments, Mortgage Banking, Insurance, Commercial Real Estate, Real Estate Investor, Sports Coaching, New Business Development, Business Coaching, Marketing
Education
Liberty University 1986 — 1990
Bachelor of Science (BS), Finance, General
Freedom Equity Group Manage a team of insurance professionals who are dedicated to helping people retire with dignity.Director of Athletic AdvancementSoutheastern UniversityJuly 2013 - Present
Salem Financial, LC November 1994 - January 2008
Skills
Retirement Planning, Personal Tax Planning, Investments, Mortgage Banking, Insurance, Commercial Real Estate, Real Estate Investor, Sports Coaching, New Business Development, Business Coaching, Marketing
Education
Liberty University 1986 — 1990
Bachelor of Science (BS), Finance, General
Leslie Ehrman De Palo Leslie Ehrman De Palo's Freedom Equity Group Experience 2004 - Present
Job Loan Officer and Real Estate Investor
Industry Real Estate
Experience
Pacific Mortgage Consultants / Pacific Bay Lending September 2007 - Present
Freedom Equity Group 2004 - Present
SF Top Talent 1995 - Present
Solid Marketing Strategies August 2011 - August 2014
CIG Realty & Loans April 2005 - August 2007
Tri Star 2004 - 2005
Prior Financial Services company 2002 - 2004
Self Employed as Contingency Recruiter! 1997 - 2002
Marin Shakespeare 1999 - 1999
Education
University of California, Los Angeles 1975 — 1979
BA, Theatre
Pacific Mortgage Consultants / Pacific Bay Lending September 2007 - Present
Freedom Equity Group 2004 - Present
SF Top Talent 1995 - Present
Solid Marketing Strategies August 2011 - August 2014
CIG Realty & Loans April 2005 - August 2007
Tri Star 2004 - 2005
Prior Financial Services company 2002 - 2004
Self Employed as Contingency Recruiter! 1997 - 2002
Marin Shakespeare 1999 - 1999
Education
University of California, Los Angeles 1975 — 1979
BA, Theatre
Primrose Salvador Primrose Salvador's Freedom Equity Group Experience April 2013 - Present
Job Business Development Manager at Freedom Equity Group
Industry Retail
Experience
Freedom Equity Group April 2013 - Present
Self-employed March 2012 - Present
Pacific Rim Financial and Investments February 2006 - August 2010
American Savings Bank August 1998 - September 2003
Skills
Retail, Inventory Management, Sales, Social Media, Visual Merchandising, Small Business, Customer Service, Strategic Planning, Social Networking, Social Media Marketing, Marketing Strategy, Public Speaking, Merchandising, Event Management, Team Building, Training
Education
Hale Kipa, Inc 2008 — 2008
Foster Parents Training certification
Life Insurance License 2008 — 2008
Financial Planning and Services
RUMBLIN- Residential care facility certification 2008 — 2008
care home Business
The Abts Institute for Estate Preservation 2007 — 2007
Estate Planning Advisor certification
Med-Assist School of Hawaii Inc 1995 — 1996
Medical Secretary, Medical Office Management/Administration
Cannon Business College 1992 — 1993
Bachelor of Business Administration (BBA), Accounting and Finance
Waipahu High School 1989 — 1992
Basic Course, High school Diploma/ Cum Laude with Honors
Freedom Equity Group April 2013 - Present
Self-employed March 2012 - Present
Pacific Rim Financial and Investments February 2006 - August 2010
American Savings Bank August 1998 - September 2003
Skills
Retail, Inventory Management, Sales, Social Media, Visual Merchandising, Small Business, Customer Service, Strategic Planning, Social Networking, Social Media Marketing, Marketing Strategy, Public Speaking, Merchandising, Event Management, Team Building, Training
Education
Hale Kipa, Inc 2008 — 2008
Foster Parents Training certification
Life Insurance License 2008 — 2008
Financial Planning and Services
RUMBLIN- Residential care facility certification 2008 — 2008
care home Business
The Abts Institute for Estate Preservation 2007 — 2007
Estate Planning Advisor certification
Med-Assist School of Hawaii Inc 1995 — 1996
Medical Secretary, Medical Office Management/Administration
Cannon Business College 1992 — 1993
Bachelor of Business Administration (BBA), Accounting and Finance
Waipahu High School 1989 — 1992
Basic Course, High school Diploma/ Cum Laude with Honors
Min. Dennis Rhodes Min. Dennis Rhodes's Freedom Equity Group Experience DirectorI Trust Him MinistriesMay 2002 - March 2014
Job Agent at Freedom Equity Group
Industry Nonprofit Organization Management
Experience
Freedom Equity Group DirectorI Trust Him MinistriesMay 2002 - March 2014
Sacramento ACT 2002 - 2007
Skills
Strategic Planning, Fundraising, Event Management, Program Management, Social Media, Public Relations, Project Management, Business Strategy, Change Management, Coaching, Research, Volunteer Management, Management, Public Speaking, Community Outreach, Teaching, Leadership
Education
Pacific Coast Bible College 1991 — 1994
Bachelor of Arts (BA), Philosophy of Ministry
San Francisco State University 1979 — 1984
Bachelor's degree, Black/Urban Studies
Freedom Equity Group DirectorI Trust Him MinistriesMay 2002 - March 2014
Sacramento ACT 2002 - 2007
Skills
Strategic Planning, Fundraising, Event Management, Program Management, Social Media, Public Relations, Project Management, Business Strategy, Change Management, Coaching, Research, Volunteer Management, Management, Public Speaking, Community Outreach, Teaching, Leadership
Education
Pacific Coast Bible College 1991 — 1994
Bachelor of Arts (BA), Philosophy of Ministry
San Francisco State University 1979 — 1984
Bachelor's degree, Black/Urban Studies
Sara-Rae Beth Sara-Rae Beth's Freedom Equity Group Experience February 2014 - July 2014
Job Music Editor/Producer/Audio Engineer/Mixer
Industry Music
Experience
Paramount Exclusive Insurance Services Inc. August 2014 - Present
Freedom Equity Group February 2014 - July 2014
Music Reports, Inc. March 2008 - April 2013
Skills
Music, Pro Tools, Entertainment, Audio Engineering, Recording, Music Production, Sound, Microsoft Office, Social Networking, OS X, Music Industry, Customer Service, Facebook, Music Publishing, Social Media, Musicians, Sound Editing, Audio Post Production, Video Editing, Sound Design
Education
Columbia College of Hollywood 2014 — 2015
Audio Engineeing, Film Scoring, Sound Design, Soundtrack Composition
Los Angeles Pierce College 2003 — 2006
Paramount Exclusive Insurance Services Inc. August 2014 - Present
Freedom Equity Group February 2014 - July 2014
Music Reports, Inc. March 2008 - April 2013
Skills
Music, Pro Tools, Entertainment, Audio Engineering, Recording, Music Production, Sound, Microsoft Office, Social Networking, OS X, Music Industry, Customer Service, Facebook, Music Publishing, Social Media, Musicians, Sound Editing, Audio Post Production, Video Editing, Sound Design
Education
Columbia College of Hollywood 2014 — 2015
Audio Engineeing, Film Scoring, Sound Design, Soundtrack Composition
Los Angeles Pierce College 2003 — 2006
Adam Mathews Adam Mathews's Freedom Equity Group Experience December 2013 - Present
Job Retirement Planner at Freedom Equity Group
Industry Retail
Experience
Freedom Equity Group December 2013 - Present
Talk Fusion June 2011 - March 2012
Home Loan Source March 2009 - September 2010
Loan Negotiatin Specialists May 2008 - November 2009
Skills
Marketing, Sales, Mortgage Lending, Customer Service, Social Networking, Small Business, Leadership, Team Building, Social Media Marketing, Entrepreneurship, Loans, Management, Microsoft Excel, Marketing Strategy, Training, Social Media, Online Advertising
Education
Washington State University - College of Business and Economics 2012 — 2015
Bachelor's Degree, Business Administration and Management, General
Clark College 2006 — 2012
IN progress, Business Management
Ever Green High School 2002 — 2006
High School Degree, General
Freedom Equity Group December 2013 - Present
Talk Fusion June 2011 - March 2012
Home Loan Source March 2009 - September 2010
Loan Negotiatin Specialists May 2008 - November 2009
Skills
Marketing, Sales, Mortgage Lending, Customer Service, Social Networking, Small Business, Leadership, Team Building, Social Media Marketing, Entrepreneurship, Loans, Management, Microsoft Excel, Marketing Strategy, Training, Social Media, Online Advertising
Education
Washington State University - College of Business and Economics 2012 — 2015
Bachelor's Degree, Business Administration and Management, General
Clark College 2006 — 2012
IN progress, Business Management
Ever Green High School 2002 — 2006
High School Degree, General
Jose Green Jose Green's Freedom Equity Group Experience March 2013 - Present
Job Experienced Retail Manager
Industry Retail
Experience
Realty One Group Partners 2013 - Present
Freedom Equity Group March 2013 - Present
Rock Solid Wealth Designs March 2013 - June 2015
Dollar General 2013 - 2013
Safeway 2012 - 2012
Safeway 2008 - 2012
Vons/Safeway 1996 - 2008
Skills
Customer Satisfaction, Management, Selling, Marketing Strategy, Advertising, Cold Calling, Sales, Real Estate Transactions, Investment Properties, Relocation, First Time Home Buyers, Vacation Homes, Marketing, Open Houses, Communication, Community Development, Listing Homes, Strategic Planning, Budgets, Sales Management, Leadership, P, Training, Team Building, Recruiting, Time Management
Education
Grossmont College 2000 — 2003
Business, Management, Marketing, and Related Support Services
Southwestern College 1995 — 1997
General Studies
Montevista High School 1993 — 1995
Highschool Diploma, General Studies
Realty One Group Partners 2013 - Present
Freedom Equity Group March 2013 - Present
Rock Solid Wealth Designs March 2013 - June 2015
Dollar General 2013 - 2013
Safeway 2012 - 2012
Safeway 2008 - 2012
Vons/Safeway 1996 - 2008
Skills
Customer Satisfaction, Management, Selling, Marketing Strategy, Advertising, Cold Calling, Sales, Real Estate Transactions, Investment Properties, Relocation, First Time Home Buyers, Vacation Homes, Marketing, Open Houses, Communication, Community Development, Listing Homes, Strategic Planning, Budgets, Sales Management, Leadership, P, Training, Team Building, Recruiting, Time Management
Education
Grossmont College 2000 — 2003
Business, Management, Marketing, and Related Support Services
Southwestern College 1995 — 1997
General Studies
Montevista High School 1993 — 1995
Highschool Diploma, General Studies
Jurgen 'JW' Weller, CRS® Jurgen 'JW' Weller, CRS®'s Freedom Equity Group Experience 2006 - 2011
Job Real Estate Broker at Intero Real Estate Services, Santana Row Properties & The Weller Group
Industry Real Estate
Experience
Intero Real Estate Services 2012 - Present
Santana Row Properties 2011 - Present
The Weller Group January 2005 - Present
Send Out Cards 2010 - Present
Intero Real Estate Services March 2011 - October 2012
Silicon Valley Capital Funding 2006 - 2011
Freedom Equity Group 2006 - 2011
Alain Pinel Realtors 1999 - 2005
Contempo Realty 1988 - 1999
Fox & Carskadon Relators 1986 - 1988
Skills
Real Estate, Investment Properties, Property Management, Real Estate Transactions, Income Properties, Real Estate Investment, Investments, Investors, Residential Homes, Single Family Homes, Townhomes, Condos, Luxury, Santana Row, Sellers, Listings, Referrals, Negotiation, Real Estate Negotiation, 1031 Exchanges, Deferred Sales Trusts, Delaware Trusts, Foreclosures, Short Sales, Real Estate Financing, Real Estate Technology, Mobile Technology, Social Media, Networking, Coaching, Real Estate Training &..., Public Speaking, Real Estate Broker, First Time Home Buyers
Education
Certified OwnAmerica Investment Professional
Certified Trainer & Mentor by Buffini & Company
Licensed Life Insurance Agent
Certified Residential Specialist, CRS®
California Department of Real Estate Approved Instructor
Licensed Notary Public
Licensed Real Estate Broker
Licensed Real Estate Agent
De Anza College
Associate's Degree, Real Estate
LEADERSHIP STRENGTHS FINDER 2.0...
Intero Real Estate Services 2012 - Present
Santana Row Properties 2011 - Present
The Weller Group January 2005 - Present
Send Out Cards 2010 - Present
Intero Real Estate Services March 2011 - October 2012
Silicon Valley Capital Funding 2006 - 2011
Freedom Equity Group 2006 - 2011
Alain Pinel Realtors 1999 - 2005
Contempo Realty 1988 - 1999
Fox & Carskadon Relators 1986 - 1988
Skills
Real Estate, Investment Properties, Property Management, Real Estate Transactions, Income Properties, Real Estate Investment, Investments, Investors, Residential Homes, Single Family Homes, Townhomes, Condos, Luxury, Santana Row, Sellers, Listings, Referrals, Negotiation, Real Estate Negotiation, 1031 Exchanges, Deferred Sales Trusts, Delaware Trusts, Foreclosures, Short Sales, Real Estate Financing, Real Estate Technology, Mobile Technology, Social Media, Networking, Coaching, Real Estate Training &..., Public Speaking, Real Estate Broker, First Time Home Buyers
Education
Certified OwnAmerica Investment Professional
Certified Trainer & Mentor by Buffini & Company
Licensed Life Insurance Agent
Certified Residential Specialist, CRS®
California Department of Real Estate Approved Instructor
Licensed Notary Public
Licensed Real Estate Broker
Licensed Real Estate Agent
De Anza College
Associate's Degree, Real Estate
LEADERSHIP STRENGTHS FINDER 2.0...
Rick Schwager Rick Schwager's Freedom Equity Group Experience August 2014 - Present
Job Account Manager at Freedom Equity Group
Industry Financial Services
Experience
Freedom Equity Group August 2014 - Present
Royce Builders October 2004 - October 2006
Skills
Negotiation, Customer Service, Construction, Microsoft Excel, Home, Sales, Sales Management, Purchasing, Account Management, New Business Development, Customer Satisfaction, Marketing, Team Building, Market Analysis, Inventory Management, Microsoft Office, Budget, Marketing Strategy, Strategic Planning, Business Development, Advertising
Education
Northrup Rice Aviation 1998 — 1999
Aircraft Maintenance Technology
Texas A&M University 1988 — 1992
Freedom Equity Group August 2014 - Present
Royce Builders October 2004 - October 2006
Skills
Negotiation, Customer Service, Construction, Microsoft Excel, Home, Sales, Sales Management, Purchasing, Account Management, New Business Development, Customer Satisfaction, Marketing, Team Building, Market Analysis, Inventory Management, Microsoft Office, Budget, Marketing Strategy, Strategic Planning, Business Development, Advertising
Education
Northrup Rice Aviation 1998 — 1999
Aircraft Maintenance Technology
Texas A&M University 1988 — 1992
David Joel Miller David Joel Miller's Freedom Equity Group Experience August 2013 - Present
Job Financial Services and Retirement Planning
Industry Financial Services
Experience
Freedom Equity Group August 2013 - Present
LIFE (Living Intentionally for Excellence) November 2011 - Present
Gilead Gardens Organic Farm June 2010 - Present
Crossroads Academy September 1997 - Present
The Garden School September 1997 - Present
Skills
Life Coach, Teaching, Entrepreneur, Social Networking, Public Speaking, Online Advertising, Marketing, Team Building, Coaching, Entrepreneurship, Strategic Planning, Customer Service, Leadership, Budgets, Marketing Strategy, Microsoft Office, Social Media, Leadership Development, Public Relations, Healthcare, Personal Development, Fundraising, Small Business, Training, Online Marketing, Blogging, Advertising, Networking, Sales, Email Marketing, Social Media Marketing, Team Leadership, Direct Sales, Marketing Communications, Management, Event Planning, Event Management, New Business Development, Start-ups, Lead Generation, Web Marketing, Business Development, SEO, Business Planning, Facebook, Sales Management, Selling, Songwriting
Education
San Diego State University-California State University 1983 — 1985
Secondary Education Credential, Secondary Education and Teaching
Ottawa University 1979 — 1983
BA, English
Santana High School 1975 — 1979
Diploma
Freedom Equity Group August 2013 - Present
LIFE (Living Intentionally for Excellence) November 2011 - Present
Gilead Gardens Organic Farm June 2010 - Present
Crossroads Academy September 1997 - Present
The Garden School September 1997 - Present
Skills
Life Coach, Teaching, Entrepreneur, Social Networking, Public Speaking, Online Advertising, Marketing, Team Building, Coaching, Entrepreneurship, Strategic Planning, Customer Service, Leadership, Budgets, Marketing Strategy, Microsoft Office, Social Media, Leadership Development, Public Relations, Healthcare, Personal Development, Fundraising, Small Business, Training, Online Marketing, Blogging, Advertising, Networking, Sales, Email Marketing, Social Media Marketing, Team Leadership, Direct Sales, Marketing Communications, Management, Event Planning, Event Management, New Business Development, Start-ups, Lead Generation, Web Marketing, Business Development, SEO, Business Planning, Facebook, Sales Management, Selling, Songwriting
Education
San Diego State University-California State University 1983 — 1985
Secondary Education Credential, Secondary Education and Teaching
Ottawa University 1979 — 1983
BA, English
Santana High School 1975 — 1979
Diploma
John Henry Cabeso John Henry Cabeso's Freedom Equity Group Experience May 2009 - Present
Job Life Insurance & Financial Services @ Freedom Equity Group
Industry Financial Services
Experience
Freedom Equity Group May 2009 - Present
Skills
Long-term Care, Fixed Annuities, Sales, Customer Service, Public Speaking, Nursing, Microsoft Office, Life Insurance, Healthcare, Recruiting, Sales Management, PowerPoint, Project Management, Microsoft Excel, Insurance, Term Life Insurance, Banking, Retirement Planning, Business Planning, Investments, Mortgage Lending, Strategic Financial...
Education
California State University-Long Beach 2001 — 2006
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General
Freedom Equity Group May 2009 - Present
Skills
Long-term Care, Fixed Annuities, Sales, Customer Service, Public Speaking, Nursing, Microsoft Office, Life Insurance, Healthcare, Recruiting, Sales Management, PowerPoint, Project Management, Microsoft Excel, Insurance, Term Life Insurance, Banking, Retirement Planning, Business Planning, Investments, Mortgage Lending, Strategic Financial...
Education
California State University-Long Beach 2001 — 2006
Bachelor of Science (BS), Health Services/Allied Health/Health Sciences, General
Linda D. Marte's Freedom Equity Group Experience December 2011 - Present
Job B.S.CHE, RFC,CCREA,PMC,Realtor,Commercial Lending &Capital Funding Advisor,Life Insurance Professional ( w/ Adv Market).
Industry Financial Services
Experience
Keller Williams Realty - Hollywood Hills January 2013 - Present
Freedom Equity Group December 2011 - Present
Dept. Of Transportation/City of Los Angeles 1985 - 2002
Skills
Real Estate, Small Business, Customer Service, Marketing Strategy, Fundraising, Team Building, Social Media Marketing, Sales, Public Relations, Strategic Planning, Social Media, Social Networking, Online Marketing, Entrepreneurship, Online Advertising, New Business Development, Business Planning, Business Strategy, Marketing, Negotiation, Contract Negotiation, Lead Generation, Residential Homes, Investments, Investors, Foreclosures, Real Estate Transactions
Education
Mapua Institute of Technology 1969 — 1974
B.S. Chemical Engineering
Keller Williams Realty - Hollywood Hills January 2013 - Present
Freedom Equity Group December 2011 - Present
Dept. Of Transportation/City of Los Angeles 1985 - 2002
Skills
Real Estate, Small Business, Customer Service, Marketing Strategy, Fundraising, Team Building, Social Media Marketing, Sales, Public Relations, Strategic Planning, Social Media, Social Networking, Online Marketing, Entrepreneurship, Online Advertising, New Business Development, Business Planning, Business Strategy, Marketing, Negotiation, Contract Negotiation, Lead Generation, Residential Homes, Investments, Investors, Foreclosures, Real Estate Transactions
Education
Mapua Institute of Technology 1969 — 1974
B.S. Chemical Engineering
Gary Wright Gary Wright's Freedom Equity Group Experience 2013 - 2014
Job President at Phenix Insurance and Investments
Industry Insurance
Experience
Phenix Insurance and Investments December 2013 - Present
Freedom Equity Group 2013 - 2014
American Diabetes Association 2010 - 2014
Quantum Success Strategies September 2013 - December 2013
St Luke United Methodist Church 2010 - 2011
Lancaster Rotary Club 2009 - 2010
National Sales Network 1999 - 2002
National Sales Network, Dallas Chapter 1999 - 2001
Skills
Business Development, Sales Management, Direct Sales, Sales, Management, Sales Operations, Marketing, Recruiting, Call Center, Marketing Strategy, VoIP, B2B, Customer Satisfaction, Negotiation, Managed Services, Customer Service, Strategy, Networking, Budgets, Call Centers, Leadership, Telecommunications, IP, Process Improvement, Project Management, Routers, Strategic Planning, Finance, Team Leadership, Employee Benefits, Program Management, Leadership Development, Team Building, Selling, Human Resources, Account Management, Time Management, Insurance, Cold Calling, Project Planning, Customer Retention, Coaching, Sales Process, Training, Small Business, New Business Development, Contract Negotiation, Salesforce.com, Advertising, Sales Presentations
Education
Stephen F. Austin State University 1984 — 1988
Bachelor of Arts, Management
The University of Texas at Arlington
Phenix Insurance and Investments December 2013 - Present
Freedom Equity Group 2013 - 2014
American Diabetes Association 2010 - 2014
Quantum Success Strategies September 2013 - December 2013
St Luke United Methodist Church 2010 - 2011
Lancaster Rotary Club 2009 - 2010
National Sales Network 1999 - 2002
National Sales Network, Dallas Chapter 1999 - 2001
Skills
Business Development, Sales Management, Direct Sales, Sales, Management, Sales Operations, Marketing, Recruiting, Call Center, Marketing Strategy, VoIP, B2B, Customer Satisfaction, Negotiation, Managed Services, Customer Service, Strategy, Networking, Budgets, Call Centers, Leadership, Telecommunications, IP, Process Improvement, Project Management, Routers, Strategic Planning, Finance, Team Leadership, Employee Benefits, Program Management, Leadership Development, Team Building, Selling, Human Resources, Account Management, Time Management, Insurance, Cold Calling, Project Planning, Customer Retention, Coaching, Sales Process, Training, Small Business, New Business Development, Contract Negotiation, Salesforce.com, Advertising, Sales Presentations
Education
Stephen F. Austin State University 1984 — 1988
Bachelor of Arts, Management
The University of Texas at Arlington
Aneita Williams's Freedom Equity Group Experience
Job District Manager, Freedom Equity Group
Industry Financial Services
Experience
Freedom Equity Group
Skills
Writing: Ebooks, Blog..., Leadership, Lead Generation, Retirement, Strategy, Training, Financial Services, Employee Benefits, Life Insurance, Sales, IRAs, Strategic Planning, Insurance, Finance, Small Business, Management
Education
University of Detroit Mercy
Freedom Equity Group
Skills
Writing: Ebooks, Blog..., Leadership, Lead Generation, Retirement, Strategy, Training, Financial Services, Employee Benefits, Life Insurance, Sales, IRAs, Strategic Planning, Insurance, Finance, Small Business, Management
Education
University of Detroit Mercy
Jim Crump, CRMS Jim Crump, CRMS's Freedom Equity Group Experience July 2013 - September 2014
Job Risk Management Consultant, Speaker and Educator
Industry Management Consulting
Experience
Harvard Risk Management Corporation June 2013 - Present
Freedom Equity Group July 2013 - September 2014
CoStar Group April 2007 - June 2013
LexisNexis August 2001 - January 2007
Mobilidex January 2000 - August 2001
WALB-TV 1993 - 1996
Skills
Account Management, Sales Management, Selling, Sales Operations, Retail, Direct Sales, Leadership, Training, Sales Process, Coaching, Management, Marketing, New Business Development, Sales, Business Development, CRM, Salesforce.com, Lead Generation, Solution Selling, Sales Presentations, Cold Calling, B2B, Contract Negotiation, Customer Retention, SaaS, Strategy, Strategic Partnerships, P&L Management, Market Analysis, Competitive Analysis, Selling Skills, Start-ups, Software Industry, Enterprise Software, Market Research, Key Account Management, Professional Services, Negotiation, Marketing Strategy, Employee Benefits
Education
Millsaps College 1976 — 1981
BBA, Business Administration
Millsaps College 1976 — 1981
BBA Business Administration, Accounting and Finance
Harvard Risk Management Corporation June 2013 - Present
Freedom Equity Group July 2013 - September 2014
CoStar Group April 2007 - June 2013
LexisNexis August 2001 - January 2007
Mobilidex January 2000 - August 2001
WALB-TV 1993 - 1996
Skills
Account Management, Sales Management, Selling, Sales Operations, Retail, Direct Sales, Leadership, Training, Sales Process, Coaching, Management, Marketing, New Business Development, Sales, Business Development, CRM, Salesforce.com, Lead Generation, Solution Selling, Sales Presentations, Cold Calling, B2B, Contract Negotiation, Customer Retention, SaaS, Strategy, Strategic Partnerships, P&L Management, Market Analysis, Competitive Analysis, Selling Skills, Start-ups, Software Industry, Enterprise Software, Market Research, Key Account Management, Professional Services, Negotiation, Marketing Strategy, Employee Benefits
Education
Millsaps College 1976 — 1981
BBA, Business Administration
Millsaps College 1976 — 1981
BBA Business Administration, Accounting and Finance
Peter Paragas Peter Paragas's Freedom Equity Group Experience January 2013 - Present
Job Chairman & CEO at MonReve Group
Industry Financial Services
Experience
Freedom Equity Group January 2013 - Present
Monreve Group, LLC November 2011 - Present
MonReve Group, LLC 2015 - 2015
MonReve Group, LLC 2015 - 2015
Skills
Entrepreneurship, Social Media Marketing, Public Relations, Online Marketing, Strategy, Advertising, Small Business, Email Marketing, Social Networking, Online Advertising, Marketing Strategy, Strategic Planning, Social Media, Start-ups, SEO, New Business Development, Marketing, Digital Marketing, Marketing Communications
Education
Saint Louis University - Maryheights Campus, Baguio City
Freedom Equity Group January 2013 - Present
Monreve Group, LLC November 2011 - Present
MonReve Group, LLC 2015 - 2015
MonReve Group, LLC 2015 - 2015
Skills
Entrepreneurship, Social Media Marketing, Public Relations, Online Marketing, Strategy, Advertising, Small Business, Email Marketing, Social Networking, Online Advertising, Marketing Strategy, Strategic Planning, Social Media, Start-ups, SEO, New Business Development, Marketing, Digital Marketing, Marketing Communications
Education
Saint Louis University - Maryheights Campus, Baguio City
Steve Schmorleitz Steve Schmorleitz's Freedom Equity Group Experience September 2001 - Present
Job Steve Schmorleitz Insurance Agency
Industry Insurance
Experience
Freedom Equity Group September 2001 - Present
Steve Schmorleitz Insurance Agency September 1995 - Present
WMA 1997 - 2000
Quaker State Minute Lube August 1989 - September 1995
Quaker State August 1989 - September 1995
Skills
Investments, Customer Relations, Financial Planning, Retirement Planning, Estate Planning, Business Management, Sales Recruitment, Training & Development, Sales Management, Direct Sales, Sales Process, Customer Service, Strategic Financial..., Employee Training, Recruiting, Management, Public Speaking, Small Business, Health Insurance, Business Strategy, Insurance, Fixed Annuities, Organization, Disability Insurance, Retirement, Life Insurance, Long-term Care, Whole Life, Term Life Insurance, Financial Planners, Universal Life, IRAs, Long Term Care Insurance, Financial Services
Education
University of Phoenix 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
San Diego Christian College 1983 — 1985
Bible/Biblical Studies
Clovis High School 1974 — 1979
High School, General Studies
Freedom Equity Group September 2001 - Present
Steve Schmorleitz Insurance Agency September 1995 - Present
WMA 1997 - 2000
Quaker State Minute Lube August 1989 - September 1995
Quaker State August 1989 - September 1995
Skills
Investments, Customer Relations, Financial Planning, Retirement Planning, Estate Planning, Business Management, Sales Recruitment, Training & Development, Sales Management, Direct Sales, Sales Process, Customer Service, Strategic Financial..., Employee Training, Recruiting, Management, Public Speaking, Small Business, Health Insurance, Business Strategy, Insurance, Fixed Annuities, Organization, Disability Insurance, Retirement, Life Insurance, Long-term Care, Whole Life, Term Life Insurance, Financial Planners, Universal Life, IRAs, Long Term Care Insurance, Financial Services
Education
University of Phoenix 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
San Diego Christian College 1983 — 1985
Bible/Biblical Studies
Clovis High School 1974 — 1979
High School, General Studies
Joseph Svendson's Freedom Equity Group Experience February 2014 - December 2014
Job TGC Insurance Group
Industry Insurance
Experience
WealthSmart America April 2015 - Present
Kawneer Company July 2000 - Present
epolicypro 2015 - 2015
Freedom Equity Group February 2014 - December 2014
Wal-Mart Stores April 1989 - November 1995
Carrows Restuarant's June 1983 - November 1990
Skills
Kaizen, Lean Manufacturing, Continuous Improvement, 5S, Supply Chain Management, TPM, Toyota Production System, Value Stream Mapping, Kanban, Manufacturing..., Operational Excellence, TQM, JIT, Six Sigma, Operations Management, Term Life Insurance, Insurance, Strategic Planning, Small Business, Sales, Customer Service, Leadership, Management, Team Building, Marketing, Sales Management, Investments, Retirement Planning, New Business Development, Public Speaking, Fixed Annuities, Financial Planning, Coaching, Marketing Strategy, Business Development
Education
Luzerne County Community College 2009 — 2012
General studies
LCCC 2008 — 2011
Business Managment (Not Complete), Business Management
Fenton High School 1976 — 1979
Automotive
WealthSmart America April 2015 - Present
Kawneer Company July 2000 - Present
epolicypro 2015 - 2015
Freedom Equity Group February 2014 - December 2014
Wal-Mart Stores April 1989 - November 1995
Carrows Restuarant's June 1983 - November 1990
Skills
Kaizen, Lean Manufacturing, Continuous Improvement, 5S, Supply Chain Management, TPM, Toyota Production System, Value Stream Mapping, Kanban, Manufacturing..., Operational Excellence, TQM, JIT, Six Sigma, Operations Management, Term Life Insurance, Insurance, Strategic Planning, Small Business, Sales, Customer Service, Leadership, Management, Team Building, Marketing, Sales Management, Investments, Retirement Planning, New Business Development, Public Speaking, Fixed Annuities, Financial Planning, Coaching, Marketing Strategy, Business Development
Education
Luzerne County Community College 2009 — 2012
General studies
LCCC 2008 — 2011
Business Managment (Not Complete), Business Management
Fenton High School 1976 — 1979
Automotive
Albert Cardiel Albert Cardiel's Freedom Equity Group Experience November 2008 - November 2012
Job Independent Owner
Industry Financial Services
Experience
Difference Financial & Insurance Services October 2012 - Present
Freedom Equity Group November 2008 - November 2012
Skills
Insurance, Retirement Savings, College Savings Plans, Fixed Annuities, Index Universal Life, Tax Reduction, IRA Planning, Insurance Planning, Income Planning, Estate Planning, College Planning
Education
University of Phoenix
Bachelor's of Business Management
Difference Financial & Insurance Services October 2012 - Present
Freedom Equity Group November 2008 - November 2012
Skills
Insurance, Retirement Savings, College Savings Plans, Fixed Annuities, Index Universal Life, Tax Reduction, IRA Planning, Insurance Planning, Income Planning, Estate Planning, College Planning
Education
University of Phoenix
Bachelor's of Business Management
SHELLI LITTLE-MASSOUD SHELLI LITTLE-MASSOUD's Freedom Equity Group Experience June 2012 - July 2012
Job CA LIFE INSURANCE AGENT
Industry Insurance
Experience
El Hogar, Inc. 2011 - Present
Sacramento Food Bank & Family Services January 2011 - August 2012
Freedom Equity Group June 2012 - July 2012
Citibank January 2003 - February 2010
California Federal Bank January 2000 - January 2003
Washington Mutual Bank January 1998 - January 2000
Sacramento Savings Bank August 1983 - August 1992
Skills
Personal Banker, Customer Service..., Resume Writing, Training, Data Entry, Microsoft Excel, Public Relations, Customer Service, Cash Handling Experience, Life Insurance, Team Building, Public Speaking, Adult Education
Education
American River College
Rio Linda Senior High School
Diploma
El Hogar, Inc. 2011 - Present
Sacramento Food Bank & Family Services January 2011 - August 2012
Freedom Equity Group June 2012 - July 2012
Citibank January 2003 - February 2010
California Federal Bank January 2000 - January 2003
Washington Mutual Bank January 1998 - January 2000
Sacramento Savings Bank August 1983 - August 1992
Skills
Personal Banker, Customer Service..., Resume Writing, Training, Data Entry, Microsoft Excel, Public Relations, Customer Service, Cash Handling Experience, Life Insurance, Team Building, Public Speaking, Adult Education
Education
American River College
Rio Linda Senior High School
Diploma
Phil Koreis Phil Koreis's Freedom Equity Group Experience 2005 - Present
Job Tax Advantaged Income, Index Universal Life, Debt Elimination, Tax Reduction, Money Growth Without Interruption or Loss
Industry Insurance
Experience
Wealth Smart America January 2015 - Present
The Family Retirement Plan March 2011 - Present
Tri Quest Group 2009 - Present
SAFE MONEY SOLUTIONS January 2005 - Present
Freedom Equity Group 2005 - Present
Wealth Smart America 2014 - 2015
Skills
Wealth Accumulation, Retirement Planning, Fixed Annuities, Insurance, Investments, Wealth, Long-term Care, Life Insurance, Strategic Financial..., Retirement, Employee Benefits, Whole Life, Universal Life, Disability Insurance, Banking, Term Life Insurance, Finance, IRAs, Financial Planners, Small Business, Estate Planning, Health Insurance, Financial Services, Personal Finance, 401k, Financial Advisory, Permanent Life Insurance, Critical Illness, Long Term Care Insurance, Mutual Funds, Wealth Management, Financial Planning
Education
San Diego State University-California State University 1969 — 1971
B.S., Marketng
Wealth Smart America January 2015 - Present
The Family Retirement Plan March 2011 - Present
Tri Quest Group 2009 - Present
SAFE MONEY SOLUTIONS January 2005 - Present
Freedom Equity Group 2005 - Present
Wealth Smart America 2014 - 2015
Skills
Wealth Accumulation, Retirement Planning, Fixed Annuities, Insurance, Investments, Wealth, Long-term Care, Life Insurance, Strategic Financial..., Retirement, Employee Benefits, Whole Life, Universal Life, Disability Insurance, Banking, Term Life Insurance, Finance, IRAs, Financial Planners, Small Business, Estate Planning, Health Insurance, Financial Services, Personal Finance, 401k, Financial Advisory, Permanent Life Insurance, Critical Illness, Long Term Care Insurance, Mutual Funds, Wealth Management, Financial Planning
Education
San Diego State University-California State University 1969 — 1971
B.S., Marketng
Teri Richardson Teri Richardson's Freedom Equity Group Experience March 2004 - June 2006
Job Medical Records Clerk at Pacific Central Coast Health Center
Industry Hospital & Health Care
Experience
Dignity Health May 2015 - Present
Ladybug Services January 2002 - May 2015
Kaweah Delta Hospital February 2014 - May 2014
Prosperity Financial March 2006 - June 2009
Don Beres Goldsmith June 1991 - September 2008
Freedom Equity Group March 2004 - June 2006
Bear Creek Corporation October 1990 - October 1998
Skills
Microsoft Excel, Microsoft Word, Healthcare Information..., Medical Coder, ICD..., Medical Records, CPT, Medical Billing and..., HIPAA/TJC/CMS Compliance, Effective Team Member, C/S Specialist, Skilled Multi-tasker, HIPAA, Photoshop
Education
Santa Barbara City College 2010 — 2014
Associate of Science degree/HIT and a Medical Coding Specialist Certificate, Health Information Technology/Medical Coding, Final Accmulative GPA 3.49
Santa Barbara City College 2010 — 2014
Associate's degree, Health Information/Medical Records Technology/Technician
Dignity Health May 2015 - Present
Ladybug Services January 2002 - May 2015
Kaweah Delta Hospital February 2014 - May 2014
Prosperity Financial March 2006 - June 2009
Don Beres Goldsmith June 1991 - September 2008
Freedom Equity Group March 2004 - June 2006
Bear Creek Corporation October 1990 - October 1998
Skills
Microsoft Excel, Microsoft Word, Healthcare Information..., Medical Coder, ICD..., Medical Records, CPT, Medical Billing and..., HIPAA/TJC/CMS Compliance, Effective Team Member, C/S Specialist, Skilled Multi-tasker, HIPAA, Photoshop
Education
Santa Barbara City College 2010 — 2014
Associate of Science degree/HIT and a Medical Coding Specialist Certificate, Health Information Technology/Medical Coding, Final Accmulative GPA 3.49
Santa Barbara City College 2010 — 2014
Associate's degree, Health Information/Medical Records Technology/Technician
Andrew Woodman's Freedom Equity Group Experience January 2013 - January 2014
Job President & CEO
Industry Financial Services
Experience
Am Wealth Advisers, Inc. October 2013 - Present
Freedom Equity Group January 2013 - January 2014
World Lending Group/Global Equity Lending November 1998 - June 2004
Fidelity National Bank 1995 - 1996
Citicorp Private Banking - Atlanta, GA 1989 - 1995
National Bank of Canada 1984 - 1988
Skills
Investments, Fixed Annuities, Strategic Financial..., Insurance, Financial Services, Loans, Banking, Leadership, Financial Planners, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Estate Planning, Long-term Care, Sales, Life Insurance, IRAs, Mortgage Lending, Universal Life, Term Life Insurance, 401k, Financial Advisory, Financial Planning, Small Business, Finance, Strategic Planning
Education
Rutgers, The State University of New Jersey-Newark 1970 — 1974
Bachelors, Economics
Am Wealth Advisers, Inc. October 2013 - Present
Freedom Equity Group January 2013 - January 2014
World Lending Group/Global Equity Lending November 1998 - June 2004
Fidelity National Bank 1995 - 1996
Citicorp Private Banking - Atlanta, GA 1989 - 1995
National Bank of Canada 1984 - 1988
Skills
Investments, Fixed Annuities, Strategic Financial..., Insurance, Financial Services, Loans, Banking, Leadership, Financial Planners, Retirement Planning, Retirement, Mutual Funds, Wealth Management, Estate Planning, Long-term Care, Sales, Life Insurance, IRAs, Mortgage Lending, Universal Life, Term Life Insurance, 401k, Financial Advisory, Financial Planning, Small Business, Finance, Strategic Planning
Education
Rutgers, The State University of New Jersey-Newark 1970 — 1974
Bachelors, Economics
John Mickner's Freedom Equity Group Experience November 2014 - Present
Job CEO, Universal Health Advisors, LLC
Industry Health, Wellness and Fitness
Experience
CEO, Universal Health Advisors, LLC April 2015 - Present
Dragon Payment Systems, Inc. November 2002 - Present
Connect2Docs February 2012 - Present
Freedom Equity Group November 2014 - Present
Innovative RMR Solutions, LLC December 2010 - Present
VRI, Valued Relationships, Inc. 2002 - 2005
SecurityLink from Ameritech November 1999 - April 2001
Skills
Consulting, Customer Service, Lead Generation, Sales Process, Strategic Partnerships, Business Development, Management, Program Management, Security, New Business Development, Business Strategy, Networking, Outsourcing, Call Centers, Operations Management, Customer Retention, Strategic Planning, Account Management, Team Building, Direct Sales, Start-ups, Marketing, Executive Management, CRM, Telecommunications, Sales, Solution Selling, Contract Negotiation, B2B, Negotiation, Team Leadership, Healthcare, Banking, Training, Insurance, Time Management, Entrepreneurship, Cold Calling, Sales Management, Small Business, Selling, Leadership, Sales Operations, Business Planning, Strategy, Marketing Strategy, Salesforce.com, Coaching, Customer Satisfaction, P&L Management
Education
Moravian College 1968 — 1972
BA, Business, Marketing, Accounting
CEO, Universal Health Advisors, LLC April 2015 - Present
Dragon Payment Systems, Inc. November 2002 - Present
Connect2Docs February 2012 - Present
Freedom Equity Group November 2014 - Present
Innovative RMR Solutions, LLC December 2010 - Present
VRI, Valued Relationships, Inc. 2002 - 2005
SecurityLink from Ameritech November 1999 - April 2001
Skills
Consulting, Customer Service, Lead Generation, Sales Process, Strategic Partnerships, Business Development, Management, Program Management, Security, New Business Development, Business Strategy, Networking, Outsourcing, Call Centers, Operations Management, Customer Retention, Strategic Planning, Account Management, Team Building, Direct Sales, Start-ups, Marketing, Executive Management, CRM, Telecommunications, Sales, Solution Selling, Contract Negotiation, B2B, Negotiation, Team Leadership, Healthcare, Banking, Training, Insurance, Time Management, Entrepreneurship, Cold Calling, Sales Management, Small Business, Selling, Leadership, Sales Operations, Business Planning, Strategy, Marketing Strategy, Salesforce.com, Coaching, Customer Satisfaction, P&L Management
Education
Moravian College 1968 — 1972
BA, Business, Marketing, Accounting
Hugh Walton Hugh Walton's Freedom Equity Group Experience 2005 - 2010
Job Project Manager
Industry Mechanical or Industrial Engineering
Experience
Guardian Industries October 1999 - Present
Times Realty LLC May 1991 - Present
Freedom Equity Group 2005 - 2010
Salhin International February 1995 - September 1999
Ticom Corporation 1993 - 1995
Skills
Team Leadership, Strategic Planning, Public Speaking, Team Building, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Automotive, Strategic Financial..., Customer Service, Retirement, Contract Negotiation, Sales Management, New Business Development, Continuous Improvement, MS Project, Process Scheduler, Process Improvement, Budgets, Sales, Project Management, Engineering, Negotiation, Microsoft Project
Education
Oakland Community College 1985 — 1988
yes, Computer Sciences
Western Michigan University 1985 — 1986
Mechanical Engineering program, Mechanical Engineering Related Technologies/Technicians
Guardian Industries October 1999 - Present
Times Realty LLC May 1991 - Present
Freedom Equity Group 2005 - 2010
Salhin International February 1995 - September 1999
Ticom Corporation 1993 - 1995
Skills
Team Leadership, Strategic Planning, Public Speaking, Team Building, Microsoft Excel, Microsoft Office, Leadership, PowerPoint, Automotive, Strategic Financial..., Customer Service, Retirement, Contract Negotiation, Sales Management, New Business Development, Continuous Improvement, MS Project, Process Scheduler, Process Improvement, Budgets, Sales, Project Management, Engineering, Negotiation, Microsoft Project
Education
Oakland Community College 1985 — 1988
yes, Computer Sciences
Western Michigan University 1985 — 1986
Mechanical Engineering program, Mechanical Engineering Related Technologies/Technicians
Deborah Brick Deborah Brick's Freedom Equity Group Experience November 2013 - Present
Job Diversified Network Entrepreneur, RE investor
Industry Real Estate
Experience
Freedom Equity Group November 2013 - Present
my home office April 2010 - Present
Send Out Cards 2009 - Present
Western Medical Center April 2000 - July 2010
Four Point Appraisal 1986 - 1993
Skills
Networking, Entrepreneurship, Coaching, Social Media Marketing, Public Speaking, Time Management, Small Business, Marketing, Team Building, Team Leadership, Customer Service, Insurance, Social Networking, Appreciation, Sales, Management, Strategic Planning, Marketing Strategy
Education
Mohawk College 1976 — 1979
associate, Radiology
Mohawk College
Associate's degree, Radiologic Technology/Science - Radiographer
Freedom Equity Group November 2013 - Present
my home office April 2010 - Present
Send Out Cards 2009 - Present
Western Medical Center April 2000 - July 2010
Four Point Appraisal 1986 - 1993
Skills
Networking, Entrepreneurship, Coaching, Social Media Marketing, Public Speaking, Time Management, Small Business, Marketing, Team Building, Team Leadership, Customer Service, Insurance, Social Networking, Appreciation, Sales, Management, Strategic Planning, Marketing Strategy
Education
Mohawk College 1976 — 1979
associate, Radiology
Mohawk College
Associate's degree, Radiologic Technology/Science - Radiographer
Danny McFarlin Danny McFarlin's Freedom Equity Group Experience September 2014 - Present
Job Tax Free Retirement | Safe Money Retirement Planner | Employee Benefit Specialist | Connect2Danny@gmail.com
Industry Insurance
Experience
Tennessee Capitol March 1981 - Present
The PMA Group May 2007 - Present
Freedom Equity Group September 2014 - Present
Capitol American Life Insurance Company September 1981 - August 1998
Liberty National Life Insurance Company September 1972 - July 1981
Skills
Small Business, Insurance, Recruitment/Retention, Mentoring, New Business Development, Product Marketing, People Skills, Identity Theft, Sales Management, Recruiting, Contract Negotiation, CRM, Training, Business Strategy, Negotiation, Business Development, Leadership, Social Networking, Employee Benefits, Project Planning, Sales, Team Building, Time Management, Finance, Coaching, Management, Start-ups, Selling, Strategic Planning, Strategic Partnerships, Lead Generation, Account Management, Team Leadership, B2B, Marketing Strategy, Sales Operations
Education
The Institute of Fraud Risk Management 2008 — 2008
CITRMS
National Association of Life Underwriters 1973 — 1975
LUTCF
Middle Tennessee State University 1968 — 1970
Tennessee Capitol March 1981 - Present
The PMA Group May 2007 - Present
Freedom Equity Group September 2014 - Present
Capitol American Life Insurance Company September 1981 - August 1998
Liberty National Life Insurance Company September 1972 - July 1981
Skills
Small Business, Insurance, Recruitment/Retention, Mentoring, New Business Development, Product Marketing, People Skills, Identity Theft, Sales Management, Recruiting, Contract Negotiation, CRM, Training, Business Strategy, Negotiation, Business Development, Leadership, Social Networking, Employee Benefits, Project Planning, Sales, Team Building, Time Management, Finance, Coaching, Management, Start-ups, Selling, Strategic Planning, Strategic Partnerships, Lead Generation, Account Management, Team Leadership, B2B, Marketing Strategy, Sales Operations
Education
The Institute of Fraud Risk Management 2008 — 2008
CITRMS
National Association of Life Underwriters 1973 — 1975
LUTCF
Middle Tennessee State University 1968 — 1970
Cheyenne Neukomm Cheyenne Neukomm's Freedom Equity Group Experience August 2004 - December 2004
Job Peninsula College Fund
Industry Management Consulting
Experience
La Jolla Group LLC 2009 - 2010
La Jolla Group LLC December 2008 - April 2009
BR Printers January 2005 - August 2007
Presentation High School 2004 - 2007
Freedom Equity Group August 2004 - December 2004
Head Start August 2003 - August 2004
Education
ISM, Paris 2007 — 2009
MBA, International Business
Gonzaga University - School of Business Administration 1999 — 2003
Presentation High School
La Jolla Group LLC 2009 - 2010
La Jolla Group LLC December 2008 - April 2009
BR Printers January 2005 - August 2007
Presentation High School 2004 - 2007
Freedom Equity Group August 2004 - December 2004
Head Start August 2003 - August 2004
Education
ISM, Paris 2007 — 2009
MBA, International Business
Gonzaga University - School of Business Administration 1999 — 2003
Presentation High School
Jacob Belt Jacob Belt's Freedom Equity Group Experience January 2015 - Present
Job Senior National Vice President at Freedom Equity Group
Industry Insurance
Experience
Freedom Equity Group January 2015 - Present
Freedom Equity Group March 2013 - Present
Skills
Tax Free Income, Life Insurance, Team Building, Entrepreneurship, Selling, Leadership, Sales Process, Public Speaking, Training, Sales Management, Coaching, Recruiting, Business Development, Executive Coaching, Marketing, Small Business, Networking, Customer Service, Budgets, Management Consulting, Strategic Planning, Program Management, Leadership Development, Account Management, Sandler, Management, Business Strategy, Social Networking, Business Planning, Marketing Strategy, Strategic Partnerships, B2B, DISC, Sales Operations, Contract Negotiation, Sales Presentations, Negotiation, Social Media Marketing, Strategy, Sales management Expert, Sales Recruitment, Sandler Sales trainer, DISC expert, Networking Expert, Team Leadership, Sales
Education
Massachusetts Insurance Commisioner 2013 — 2013
Insurance Producer
Saint Michael's College 1976 — 1980
BA
St. Thomas More Prep 1975 — 1976
College Prep
Bishop Feehan High School 1971 — 1975
HS Degree
Freedom Equity Group January 2015 - Present
Freedom Equity Group March 2013 - Present
Skills
Tax Free Income, Life Insurance, Team Building, Entrepreneurship, Selling, Leadership, Sales Process, Public Speaking, Training, Sales Management, Coaching, Recruiting, Business Development, Executive Coaching, Marketing, Small Business, Networking, Customer Service, Budgets, Management Consulting, Strategic Planning, Program Management, Leadership Development, Account Management, Sandler, Management, Business Strategy, Social Networking, Business Planning, Marketing Strategy, Strategic Partnerships, B2B, DISC, Sales Operations, Contract Negotiation, Sales Presentations, Negotiation, Social Media Marketing, Strategy, Sales management Expert, Sales Recruitment, Sandler Sales trainer, DISC expert, Networking Expert, Team Leadership, Sales
Education
Massachusetts Insurance Commisioner 2013 — 2013
Insurance Producer
Saint Michael's College 1976 — 1980
BA
St. Thomas More Prep 1975 — 1976
College Prep
Bishop Feehan High School 1971 — 1975
HS Degree
Larry Carlin Larry Carlin's Freedom Equity Group Experience August 2013 - September 2015
Job Educating People on how to retire debt free, tax free and worry free
Industry Financial Services
Experience
Freedom Equity Group August 2013 - September 2015
Transamerica Financial Advisors, Inc. December 2007 - August 2013
Independent Consultant January 1996 - November 2007
MCI Telecommunications January 1993 - January 1996
Skills
Retirement Planning, Management, Small Business, Strategic Financial..., Finance, Strategic Planning, Team Building, Insurance, Entrepreneurship, Personal Development, Retirement, Wealth Management, Employee Benefits, Time Management, Financial Services, Fixed Annuities, Coaching, New Business Development, Consulting, Life Insurance, Investments, IRAs, Real Estate, Portfolio Management, Project Management, Business Planning, Financial Analysis, 401k, Long-term Care, Disability Insurance, Mutual Funds, Credit, Estate Planning, Mortgage Lending, Asset Management, Telecommunications, Securities, credit restoration
Education
Central Connecticut State University
BA, Communications
Holy Cross High School
Freedom Equity Group August 2013 - September 2015
Transamerica Financial Advisors, Inc. December 2007 - August 2013
Independent Consultant January 1996 - November 2007
MCI Telecommunications January 1993 - January 1996
Skills
Retirement Planning, Management, Small Business, Strategic Financial..., Finance, Strategic Planning, Team Building, Insurance, Entrepreneurship, Personal Development, Retirement, Wealth Management, Employee Benefits, Time Management, Financial Services, Fixed Annuities, Coaching, New Business Development, Consulting, Life Insurance, Investments, IRAs, Real Estate, Portfolio Management, Project Management, Business Planning, Financial Analysis, 401k, Long-term Care, Disability Insurance, Mutual Funds, Credit, Estate Planning, Mortgage Lending, Asset Management, Telecommunications, Securities, credit restoration
Education
Central Connecticut State University
BA, Communications
Holy Cross High School
Robbye Bradford's Freedom Equity Group Experience February 2014 - Present
Job VP at Freedom Equity Group
Industry Legal Services
Experience
Freedom Equity Group February 2014 - Present
LegalShield Total access,Total freedom August 2010 - Present
Skills
Public Speaking, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Strategic Planning, Contract Negotiation, Leadership, Outlook, Insurance, Nonprofits, Team Building, Social Networking, Training
Education
Grambling State University 1979 — 1983
BS, Speech & Drama
Freedom Equity Group February 2014 - Present
LegalShield Total access,Total freedom August 2010 - Present
Skills
Public Speaking, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Strategic Planning, Contract Negotiation, Leadership, Outlook, Insurance, Nonprofits, Team Building, Social Networking, Training
Education
Grambling State University 1979 — 1983
BS, Speech & Drama
Chad Hitchcock Chad Hitchcock's Freedom Equity Group Experience July 2012 - April 2013
Job Associate at Isagenix
Industry Health, Wellness and Fitness
Experience
Isagenix August 2015 - Present
Wildcat Sports Academy. 2014 - Present
Sweetbirch designs March 2012 - April 2014
Mavericks Gym August 2013 - December 2013
Santa Paula Fitness April 2013 - December 2013
Freedom Equity Group July 2012 - April 2013
Impact Sports Training 2012 - 2013
California Correctional Institution March 2007 - October 2012
CCI March 2007 - April 2011
CCI Tehachapi March 2007 - April 2011
Skills
Training, Marketing, Customer Service, Sales, Coaching, Insurance, Management, Team Building, Team Leadership, Leadership Development, Social Networking, Time Management, Employee Benefits, Security, Strategic Planning, Sales Management, Operations Management, Negotiation, Microsoft Office, PowerPoint, Entrepreneurship, Human Resources, Microsoft Excel, Research, Public Speaking, Microsoft Word, Data Analysis, Employee Relations, Bootcamps, Sports Training, Motivation, Training Programme..., Functional Training, TRX, Kettlebells, Olympic Lifting, Football, track and field, Christian Ethics
Education
University of Phoenix 2010 — 2013
Bachelor's degree, Psychology
University of Phoenix 2011 — 2012
BA, Pyschology
Hamline University 2005 — 2006
N/A, Business
Hamline University 2005 — 2006
n/a, Business and Arts
Bakersfield College 2001 — 2004
AA, Art
Isagenix August 2015 - Present
Wildcat Sports Academy. 2014 - Present
Sweetbirch designs March 2012 - April 2014
Mavericks Gym August 2013 - December 2013
Santa Paula Fitness April 2013 - December 2013
Freedom Equity Group July 2012 - April 2013
Impact Sports Training 2012 - 2013
California Correctional Institution March 2007 - October 2012
CCI March 2007 - April 2011
CCI Tehachapi March 2007 - April 2011
Skills
Training, Marketing, Customer Service, Sales, Coaching, Insurance, Management, Team Building, Team Leadership, Leadership Development, Social Networking, Time Management, Employee Benefits, Security, Strategic Planning, Sales Management, Operations Management, Negotiation, Microsoft Office, PowerPoint, Entrepreneurship, Human Resources, Microsoft Excel, Research, Public Speaking, Microsoft Word, Data Analysis, Employee Relations, Bootcamps, Sports Training, Motivation, Training Programme..., Functional Training, TRX, Kettlebells, Olympic Lifting, Football, track and field, Christian Ethics
Education
University of Phoenix 2010 — 2013
Bachelor's degree, Psychology
University of Phoenix 2011 — 2012
BA, Pyschology
Hamline University 2005 — 2006
N/A, Business
Hamline University 2005 — 2006
n/a, Business and Arts
Bakersfield College 2001 — 2004
AA, Art
Mac Lacey Mac Lacey's Freedom Equity Group Experience February 2002 - Present
Job Freedom Equity Group, VP Financial Advisor I IRA & 401k Rollover Specialist I Retirement Income
Industry Financial Services
Experience
Freedom Equity Group February 2002 - Present
Network Source Funding 2005 - 2006
Freedom Equity Group December 2003 - February 2005
MJL - AFLAC February 2001 - December 2003
Skills
Retirement Planning, Fixed Annuities, Banking, Retirement, Strategic Financial..., Small Business
Education
California State University-Northridge 1975 — 1978
BA, Radio TV Film Communications
Freedom Equity Group February 2002 - Present
Network Source Funding 2005 - 2006
Freedom Equity Group December 2003 - February 2005
MJL - AFLAC February 2001 - December 2003
Skills
Retirement Planning, Fixed Annuities, Banking, Retirement, Strategic Financial..., Small Business
Education
California State University-Northridge 1975 — 1978
BA, Radio TV Film Communications
Katherine Lantz Katherine Lantz's Freedom Equity Group Experience 2002 - November 2004
Job Trusts & Estates Attorney
Industry Legal Services
Experience
Lantz Law, Inc. January 2005 - Present
American Academy of Estate Planning Attorneys 1998 - Present
The Lantz Law Firm, Inc. February 1999 - December 2004
Freedom Equity Group 2002 - November 2004
Skills
Estate Planning, Asset Protection, Trusts, Probate, Estate Administration, Estate Tax Planning, Wills, Elder Law, Tax, Succession Planning, Powers of Attorney, LLC, Tax Law, Retirement Planning, Real Estate, Living Wills, Wealth Management, Real Estate Transactions, Living Trusts, Insurance, Small Business, Wealth Transfer, Retirement, Inheritance Tax Planning, Charitable Giving
Education
Franklin Pierce Law Center 1995 — 1998
JD
University of Massachusetts, Amherst 1991 — 1995
BA, Psychology
Lantz Law, Inc. January 2005 - Present
American Academy of Estate Planning Attorneys 1998 - Present
The Lantz Law Firm, Inc. February 1999 - December 2004
Freedom Equity Group 2002 - November 2004
Skills
Estate Planning, Asset Protection, Trusts, Probate, Estate Administration, Estate Tax Planning, Wills, Elder Law, Tax, Succession Planning, Powers of Attorney, LLC, Tax Law, Retirement Planning, Real Estate, Living Wills, Wealth Management, Real Estate Transactions, Living Trusts, Insurance, Small Business, Wealth Transfer, Retirement, Inheritance Tax Planning, Charitable Giving
Education
Franklin Pierce Law Center 1995 — 1998
JD
University of Massachusetts, Amherst 1991 — 1995
BA, Psychology
Jun Soriano Jun Soriano's Freedom Equity Group Experience March 2009 - March 2012
Job SENIOR REAL ESTATE AGENT OVER 30 YEARS OF SERVICE
Industry Real Estate
Experience
Century 21 Alliance Realty January 1981 - Present
FREEDOM EQUITY GROUP March 2009 - March 2012
ERA Superior Homes January 1990 - January 1997
Skills
Luxury, Investment Properties, REO, Real Estate Investment, Sellers, Real Estate..., Loans, Real Estate, Residential Homes, Referrals, Real Property, Single Family Homes, Short Sales, FHA, Investments, Relocation, Foreclosures, Investors, Marketing, Sales, Property Management, First Time Home Buyers, Listings, Selling, Condos, New Home Sales, Real Estate Transactions
Education
Far Eastern University 1972 — 1976
Business Management, Business, Management, Marketing, and Related Support Services
Adamson University 1968 — 1972
Diploma - High School
Century 21 Alliance Realty January 1981 - Present
FREEDOM EQUITY GROUP March 2009 - March 2012
ERA Superior Homes January 1990 - January 1997
Skills
Luxury, Investment Properties, REO, Real Estate Investment, Sellers, Real Estate..., Loans, Real Estate, Residential Homes, Referrals, Real Property, Single Family Homes, Short Sales, FHA, Investments, Relocation, Foreclosures, Investors, Marketing, Sales, Property Management, First Time Home Buyers, Listings, Selling, Condos, New Home Sales, Real Estate Transactions
Education
Far Eastern University 1972 — 1976
Business Management, Business, Management, Marketing, and Related Support Services
Adamson University 1968 — 1972
Diploma - High School
Lon Fanniel Lon Fanniel's Freedom Equity Group Experience February 2013 - Present
Job Financial Services Industry Independent Licensed Broker
Industry Financial Services
Experience
Symmetry Financial Group April 2015 - Present
Regions Health Insurance November 2014 - Present
Freedom Equity Group February 2013 - Present
One Life America 2015 - 2015
One Life America 2015 - 2015
One Life America 2015 - 2015
U.S. Auto Credit August 2013 - May 2014
Personal Success Coach February 2010 - May 2013
City Mitsubishi / Suzuki (Automotive Group) October 2011 - February 2013
Hanania Automotive May 2011 - October 2011
Skills
Training, Recruiting, Sales, Leadership, Management, Account Management, Sales Operations, Strategy, Customer Satisfaction, Marketing, Team Leadership, Sales Presentations, Human Resources, Retail, Lead Generation, Sales Management, Team Building, Time Management, Small Business, Social Networking, Employee Training, Entrepreneurship, Performance Management, Talent Management, Interviews, Sales Process, Selling, Leadership Development, Business Development, New Business Development, CRM, Budgets, Cold Calling, Direct Sales, Coaching, Consulting, Customer Retention, Hiring, Business Planning, B2B, Negotiation, Talent Acquisition, Finance, Start-ups, Communication Skills, Insurance
Education
Theories Of Quality Management 1992 — 1992
Certificate of Completion, Quailty Management
Licensed Insurance Agent 1994 — 1994
State Certified, Insurance
Premises Survey & Security Planning 1991 — 1991
Certificate of completion, Terrorism and Counterterrorism Operations
International Conference on Terrorism, Violence, and Drugs 1989 — 1989
Certificate of completion, Terrorism and Counterterrorism Operations
Hostage Negotiations 1988 — 1988
Certificate of completion, Terrorism and Counterterrorism Operations
Terrorism Counteraction Course 1988 — 1988
Certificate of completion, Terrorism and Counterterrorism Operations
Senior Officer Nuclear Accident Course 1987 — 1987
Certificate of completion, Terrorism and Counterterrorism Operations, Captain
Marine Corps - The Basic School 1983 — 1984
Marine Corps Officer Basic Training, 2nd Lieutenant
Florida Agricultural and Mechanical University 1978 — 1983
Bachelor's Degree, Psychology
Florida Agricultural and Mechanical University 1978 — 1983
Minor, Military Science and Operational Studies, 2nd Lieutenant
Symmetry Financial Group April 2015 - Present
Regions Health Insurance November 2014 - Present
Freedom Equity Group February 2013 - Present
One Life America 2015 - 2015
One Life America 2015 - 2015
One Life America 2015 - 2015
U.S. Auto Credit August 2013 - May 2014
Personal Success Coach February 2010 - May 2013
City Mitsubishi / Suzuki (Automotive Group) October 2011 - February 2013
Hanania Automotive May 2011 - October 2011
Skills
Training, Recruiting, Sales, Leadership, Management, Account Management, Sales Operations, Strategy, Customer Satisfaction, Marketing, Team Leadership, Sales Presentations, Human Resources, Retail, Lead Generation, Sales Management, Team Building, Time Management, Small Business, Social Networking, Employee Training, Entrepreneurship, Performance Management, Talent Management, Interviews, Sales Process, Selling, Leadership Development, Business Development, New Business Development, CRM, Budgets, Cold Calling, Direct Sales, Coaching, Consulting, Customer Retention, Hiring, Business Planning, B2B, Negotiation, Talent Acquisition, Finance, Start-ups, Communication Skills, Insurance
Education
Theories Of Quality Management 1992 — 1992
Certificate of Completion, Quailty Management
Licensed Insurance Agent 1994 — 1994
State Certified, Insurance
Premises Survey & Security Planning 1991 — 1991
Certificate of completion, Terrorism and Counterterrorism Operations
International Conference on Terrorism, Violence, and Drugs 1989 — 1989
Certificate of completion, Terrorism and Counterterrorism Operations
Hostage Negotiations 1988 — 1988
Certificate of completion, Terrorism and Counterterrorism Operations
Terrorism Counteraction Course 1988 — 1988
Certificate of completion, Terrorism and Counterterrorism Operations
Senior Officer Nuclear Accident Course 1987 — 1987
Certificate of completion, Terrorism and Counterterrorism Operations, Captain
Marine Corps - The Basic School 1983 — 1984
Marine Corps Officer Basic Training, 2nd Lieutenant
Florida Agricultural and Mechanical University 1978 — 1983
Bachelor's Degree, Psychology
Florida Agricultural and Mechanical University 1978 — 1983
Minor, Military Science and Operational Studies, 2nd Lieutenant
John L. Herrick John L. Herrick's Freedom Equity Group Experience February 2013 - Present
Job CEO, Horizon Financial Group/Fairview Management
Industry Real Estate
Experience
Freedom Equity Group February 2013 - Present
Real Estate Investor 1971 - Present
Horizon Financial Group/Fairview Management, LLC 1971 - Present
GrowMoney.US/Horizon Financial Group.Ventures 2013 - 2015
GrowMoney.US/Horizon Financial Group/ 2013 - 2015
GrowMoney.US/Horizon Financial Group/ 2013 - 2015
GrowMoney.US/Horizon Financial Group.Ventures 2013 - 2015
GrowMoney.US/Horizon Financial Group.Ventures 2013 - 2015
Transamerica Financial Advisors, Inc. 2012 - 2013
Union Bank of California 1968 - 1971
Skills
Investment Properties, Loans, Real Estate, Real Estate Transactions, REO, Mortgage Lending, Negotiation, Small Business, Property Management, FHA, Mortgage Banking, Foreclosures, Residential Homes, Investors, Insurance, Investments, Selling, Real Estate Development, Property, Short Sales, Relocation, Commercial Real Estate, Marketing, Sellers, Brokerage, Sales
Education
Arizona State University 1966 — 1968
MBA, Management, Finance
Rice University 1962 — 1966
BA, Economics/French--Double Major
Freedom Equity Group February 2013 - Present
Real Estate Investor 1971 - Present
Horizon Financial Group/Fairview Management, LLC 1971 - Present
GrowMoney.US/Horizon Financial Group.Ventures 2013 - 2015
GrowMoney.US/Horizon Financial Group/ 2013 - 2015
GrowMoney.US/Horizon Financial Group/ 2013 - 2015
GrowMoney.US/Horizon Financial Group.Ventures 2013 - 2015
GrowMoney.US/Horizon Financial Group.Ventures 2013 - 2015
Transamerica Financial Advisors, Inc. 2012 - 2013
Union Bank of California 1968 - 1971
Skills
Investment Properties, Loans, Real Estate, Real Estate Transactions, REO, Mortgage Lending, Negotiation, Small Business, Property Management, FHA, Mortgage Banking, Foreclosures, Residential Homes, Investors, Insurance, Investments, Selling, Real Estate Development, Property, Short Sales, Relocation, Commercial Real Estate, Marketing, Sellers, Brokerage, Sales
Education
Arizona State University 1966 — 1968
MBA, Management, Finance
Rice University 1962 — 1966
BA, Economics/French--Double Major
Darryl Pitts Darryl Pitts's Freedom Equity Group Experience December 2013 - Present
Job Store Manager at herbs etc
Industry Health, Wellness and Fitness
Experience
Freedom Equity Group December 2013 - Present
herbs etc February 2013 - Present
Freedom Equity Group 2013 - Present
Laser Connection March 2009 - January 2011
United States Postal Service January 1995 - November 2003
Skills
Team Management, Administrative..., Musical Theatre, Music Theory, Voice Lessons, Voice Therapy, Wellness Coaching, Project Management, Fixed Annuities, Customer Satisfaction, Customer Service, Leadership, Sales, Small Business, Team Building
Education
Mid Michigan Community College 1996 — 1997
Accounting and Finance
Great Lakes Christian College 1976 — 1980
Bachelor's degree, Music
Freedom Equity Group December 2013 - Present
herbs etc February 2013 - Present
Freedom Equity Group 2013 - Present
Laser Connection March 2009 - January 2011
United States Postal Service January 1995 - November 2003
Skills
Team Management, Administrative..., Musical Theatre, Music Theory, Voice Lessons, Voice Therapy, Wellness Coaching, Project Management, Fixed Annuities, Customer Satisfaction, Customer Service, Leadership, Sales, Small Business, Team Building
Education
Mid Michigan Community College 1996 — 1997
Accounting and Finance
Great Lakes Christian College 1976 — 1980
Bachelor's degree, Music
Benjamin Holguin's Freedom Equity Group Experience July 2013 - November 2013
Job Sales Associate at State Farm
Industry Insurance
Experience
State Farm May 2014 - Present
Knott's Berry Farm July 2013 - June 2014
Freedom Equity Group July 2013 - November 2013
Skills
Life & Health Insurance..., Public Speaking, Microsoft Word, PowerPoint, Social Networking, Time Management, Data Entry, Outlook, Marketing Strategy, Critical Thinking, Sales, Customer Service, Teamwork, Social Media, Leadership, Event Planning
Education
California State University-Fullerton 2013 — 2017
Bachelor’s Degree, Psychology, Sophomore
Western High School 2009 — 2013
State Farm May 2014 - Present
Knott's Berry Farm July 2013 - June 2014
Freedom Equity Group July 2013 - November 2013
Skills
Life & Health Insurance..., Public Speaking, Microsoft Word, PowerPoint, Social Networking, Time Management, Data Entry, Outlook, Marketing Strategy, Critical Thinking, Sales, Customer Service, Teamwork, Social Media, Leadership, Event Planning
Education
California State University-Fullerton 2013 — 2017
Bachelor’s Degree, Psychology, Sophomore
Western High School 2009 — 2013
Darin Wright Darin Wright's Freedom Equity Group Experience January 2009 - February 2013
Job Insurance & Micro Business Benefits Advisor at Insphere Insurance Solutions
Industry Insurance
Experience
Insphere Insurance Solutions December 2014 - Present
Insperity April 2013 - December 2014
Freedom Equity Group January 2009 - February 2013
1st Capital Business Solutions March 2008 - December 2008
Bear Stearns March 2007 - March 2008
Pacific American Mortgage 2003 - 2007
Skills
Investments, Retirement Planning, Insurance, Financial Planning, Annuities, Sales Management, Leadership, New Business Development, Training, Fixed Annuities, Strategic Planning, Sales, Marketing, Strategic Financial..., Strategic Consulting
Education
University of Phoenix 1998 — 2000
M.A., Organizational Management
California State University-East Bay 1986 — 1990
BS, business
California State University-Hayward - School of Business and Economics 1986 — 1990
BS, Marketing
skyline
Insphere Insurance Solutions December 2014 - Present
Insperity April 2013 - December 2014
Freedom Equity Group January 2009 - February 2013
1st Capital Business Solutions March 2008 - December 2008
Bear Stearns March 2007 - March 2008
Pacific American Mortgage 2003 - 2007
Skills
Investments, Retirement Planning, Insurance, Financial Planning, Annuities, Sales Management, Leadership, New Business Development, Training, Fixed Annuities, Strategic Planning, Sales, Marketing, Strategic Financial..., Strategic Consulting
Education
University of Phoenix 1998 — 2000
M.A., Organizational Management
California State University-East Bay 1986 — 1990
BS, business
California State University-Hayward - School of Business and Economics 1986 — 1990
BS, Marketing
skyline
David Bramwell David Bramwell's Freedom Equity Group Experience September 2011 - Present
Job Founder at Freedom Equity Group
Industry Financial Services
Experience
Freedom Equity Group September 2011 - Present
Bulletproof Estate Protection December 2004 - Present
Skills
Life Insurance, Indexed Annuities, Revocable Trusts, Internet Marketing, Acting, Public Speaking, Web Marketing, Recruiting, Entrepreneurship, Sales, Start-ups, Strategy, Business Planning, Strategic Partnerships, Insurance, Leadership, Strategic Planning, Team Building, Training, Leadership Development, Finance, Business Development, Small Business, New Business Development, Fixed Annuities, Social Media Marketing, Lead Generation, Online Marketing, Social Networking, Marketing Strategy, Online Advertising, Email Marketing, Retirement Planning, Long-term Care, Direct Sales, Retirement, Selling, Investments, Term Life Insurance, Strategic Financial..., Sales Management, Business Strategy, Advertising, SEO, Salesforce.com, Management, B2B, Financial Planning
Education
Brigham Young University 1986 — 1993
Bachelor of Arts (B.A.), Spanish Translation and Portuguese
Freedom Equity Group September 2011 - Present
Bulletproof Estate Protection December 2004 - Present
Skills
Life Insurance, Indexed Annuities, Revocable Trusts, Internet Marketing, Acting, Public Speaking, Web Marketing, Recruiting, Entrepreneurship, Sales, Start-ups, Strategy, Business Planning, Strategic Partnerships, Insurance, Leadership, Strategic Planning, Team Building, Training, Leadership Development, Finance, Business Development, Small Business, New Business Development, Fixed Annuities, Social Media Marketing, Lead Generation, Online Marketing, Social Networking, Marketing Strategy, Online Advertising, Email Marketing, Retirement Planning, Long-term Care, Direct Sales, Retirement, Selling, Investments, Term Life Insurance, Strategic Financial..., Sales Management, Business Strategy, Advertising, SEO, Salesforce.com, Management, B2B, Financial Planning
Education
Brigham Young University 1986 — 1993
Bachelor of Arts (B.A.), Spanish Translation and Portuguese
Paul Schechter's Freedom Equity Group Experience May 2012 - October 2013
Job Entrepreneur | Mentor | Manager | Musician | Investor
Industry Individual & Family Services
Experience
Leiah's Retreat February 2014 - Present
EPIC Financial Partners May 2012 - Present
Hidden History Music November 2008 - April 2014
Freedom Equity Group May 2012 - October 2013
Keller Williams Real Estate April 2012 - July 2013
PRS Real Estate November 2007 - November 2011
Pasana Properties July 2008 - April 2011
Origin Management March 1996 - September 2009
Movo Media December 1994 - February 1996
Mortgage Review Services December 1993 - November 1994
Skills
Licensed Life Insurance..., Retirement Planning, Real Estate, Real Estate License, Property Management, Audio Engineering, Music Production, Business Management, General Administration, Staff Training, Accounting, Spreadsheets, Recruiting, Indexed Annuities, Fixed Annuities, Life Insurance, Term Life Insurance, Administrative Work, Management, Sales, Investment Properties, Mortgage Lending, Finance, Insurance, Marketing, Small Business, Investors, Loans, Residential Homes, Foreclosures, Sellers, Real Estate Transactions, Investments, Customer Service, Budgets, FHA, Selling, Rentals, Short Sales, Retirement, Refinance, First Time Home Buyers, Strategic Planning, Leadership, Team Building, Marketing Strategy, Public Speaking, Strategy
Education
University of Washington 2011 — 2012
Certificate, Audio Production
Berklee College of Music 2008 — 2008
Certificate, Music Production
California State University-Northridge 1978 — 1985
Bachelors, Music
Leiah's Retreat February 2014 - Present
EPIC Financial Partners May 2012 - Present
Hidden History Music November 2008 - April 2014
Freedom Equity Group May 2012 - October 2013
Keller Williams Real Estate April 2012 - July 2013
PRS Real Estate November 2007 - November 2011
Pasana Properties July 2008 - April 2011
Origin Management March 1996 - September 2009
Movo Media December 1994 - February 1996
Mortgage Review Services December 1993 - November 1994
Skills
Licensed Life Insurance..., Retirement Planning, Real Estate, Real Estate License, Property Management, Audio Engineering, Music Production, Business Management, General Administration, Staff Training, Accounting, Spreadsheets, Recruiting, Indexed Annuities, Fixed Annuities, Life Insurance, Term Life Insurance, Administrative Work, Management, Sales, Investment Properties, Mortgage Lending, Finance, Insurance, Marketing, Small Business, Investors, Loans, Residential Homes, Foreclosures, Sellers, Real Estate Transactions, Investments, Customer Service, Budgets, FHA, Selling, Rentals, Short Sales, Retirement, Refinance, First Time Home Buyers, Strategic Planning, Leadership, Team Building, Marketing Strategy, Public Speaking, Strategy
Education
University of Washington 2011 — 2012
Certificate, Audio Production
Berklee College of Music 2008 — 2008
Certificate, Music Production
California State University-Northridge 1978 — 1985
Bachelors, Music
Kenneth Gress's Freedom Equity Group Experience January 2013 - Present
Job Area Sales Coordinator at Freedom Equity Group (FEG)
Industry Insurance
Experience
Freedom Equity Group January 2013 - Present
Allstate 2015 - 2015
Allstate 2015 - 2015
Allstate 2015 - 2015
Symmetry Financial Group January 2010 - January 2013
National Agents Aliance 2004 - 2010
GE Financial LTC 1999 - 2003
Skills
Term Life Insurance, Retirement, Sales, Leadership, Insurance, Disability Insurance, Life Insurance, Health Insurance, Whole Life, IRAs, Management, Strategic Planning, Sales Management, Small Business, Customer Service
Education
Duquesne University 1994 — 1995
MBA, Marketing
Indiana University of Pennsylvania 1984 — 1988
BS, Marketing
Freedom Equity Group January 2013 - Present
Allstate 2015 - 2015
Allstate 2015 - 2015
Allstate 2015 - 2015
Symmetry Financial Group January 2010 - January 2013
National Agents Aliance 2004 - 2010
GE Financial LTC 1999 - 2003
Skills
Term Life Insurance, Retirement, Sales, Leadership, Insurance, Disability Insurance, Life Insurance, Health Insurance, Whole Life, IRAs, Management, Strategic Planning, Sales Management, Small Business, Customer Service
Education
Duquesne University 1994 — 1995
MBA, Marketing
Indiana University of Pennsylvania 1984 — 1988
BS, Marketing
Dean Lackey Dean Lackey's Freedom Equity Group Experience November 2003 - January 2005
Job Head Swim Coach at Shady Hollow Swim Team
Industry Insurance
Experience
Shady Hollow Swim Team April 2014 - Present
Austin Independent School District August 2012 - Present
Colonial Life October 2010 - September 2012
National Financial Alliance August 2009 - February 2010
Dean Lackey Insurance Agency, Inc September 1994 - December 2009
United Equity Group January 2005 - March 2007
Freedom Equity Group November 2003 - January 2005
Paragon National July 2001 - January 2004
Skills
Employee Benefits, Leadership, Management, Strategic Planning, Sales, Cross-functional Team..., Recruiting, Account Management, Insurance, Commercial Insurance, Health Insurance, Competitive Analysis, Training, Business Development, Disability Insurance, Coaching, Life Insurance, Fixed Annuities, Risk Management, Term Life Insurance
Education
Lamar University
Bachelor of Science, Mathematics
West Brook Sr. High School
Shady Hollow Swim Team April 2014 - Present
Austin Independent School District August 2012 - Present
Colonial Life October 2010 - September 2012
National Financial Alliance August 2009 - February 2010
Dean Lackey Insurance Agency, Inc September 1994 - December 2009
United Equity Group January 2005 - March 2007
Freedom Equity Group November 2003 - January 2005
Paragon National July 2001 - January 2004
Skills
Employee Benefits, Leadership, Management, Strategic Planning, Sales, Cross-functional Team..., Recruiting, Account Management, Insurance, Commercial Insurance, Health Insurance, Competitive Analysis, Training, Business Development, Disability Insurance, Coaching, Life Insurance, Fixed Annuities, Risk Management, Term Life Insurance
Education
Lamar University
Bachelor of Science, Mathematics
West Brook Sr. High School
Johnny Morgado's Freedom Equity Group Experience April 2014 - Present
Job NVP @ Freedom Equity Group taxrescue007@gmail.com
Industry Financial Services
Experience
Freedom Equity Group April 2014 - Present
Skills
Leadership, Sales, Training, Recruiting
Education
Saint Bridget College - Batangas City
Freedom Equity Group April 2014 - Present
Skills
Leadership, Sales, Training, Recruiting
Education
Saint Bridget College - Batangas City
Larry Butch Bestrom Larry Butch Bestrom's Freedom Equity Group Experience May 2014 - Present
Job Vice President at Freedom Equity Group
Industry Insurance
Experience
Freedom Equity Group May 2014 - Present
Bestrom Insurance October 2000 - Present
U.S. Navy November 1974 - January 1995
Skills
Insurance, Term Life Insurance, Property, Umbrella Insurance, Disability Insurance, Long-term Care, General Insurance, Homeowners, Fixed Annuities, Life Insurance, Commercial Insurance, Basketball
Education
Rocky Mountain College 1997 — 1999
Certificate in computer applications
Freedom Equity Group May 2014 - Present
Bestrom Insurance October 2000 - Present
U.S. Navy November 1974 - January 1995
Skills
Insurance, Term Life Insurance, Property, Umbrella Insurance, Disability Insurance, Long-term Care, General Insurance, Homeowners, Fixed Annuities, Life Insurance, Commercial Insurance, Basketball
Education
Rocky Mountain College 1997 — 1999
Certificate in computer applications
Frederick De Dios's Freedom Equity Group Experience August 2013 - January 2014
Job Unisun Solar
Industry Telecommunications
Experience
Unisun Solar, Incorporated April 2015 - Present
Legal Shield May 2014 - Present
ABNC Global January 2014 - July 2014
Heart to Heart In-Home Care November 2007 - July 2014
Freedom Equity Group August 2013 - January 2014
Sunrise Construction August 2007 - September 2007
PCM3, Inc. June 2006 - April 2007
Philippine Long Distance Telephone Company October 1990 - April 2003
Constech Management Services November 1989 - August 1990
Skills
data abstracting, calculations, Construction, Calculations, Electricians, Subcontracting, Concrete, Submittals, Engineering, Project Control, Commissioning, Contract Management, Project Bidding, Estimates, HVAC, Process Scheduler, Materials
Education
US Colleges, Montclair, CA 2009 — 2010
Medical Billing
Far Eastern University 1979 — 1988
BS, Civil Engineering
Unisun Solar, Incorporated April 2015 - Present
Legal Shield May 2014 - Present
ABNC Global January 2014 - July 2014
Heart to Heart In-Home Care November 2007 - July 2014
Freedom Equity Group August 2013 - January 2014
Sunrise Construction August 2007 - September 2007
PCM3, Inc. June 2006 - April 2007
Philippine Long Distance Telephone Company October 1990 - April 2003
Constech Management Services November 1989 - August 1990
Skills
data abstracting, calculations, Construction, Calculations, Electricians, Subcontracting, Concrete, Submittals, Engineering, Project Control, Commissioning, Contract Management, Project Bidding, Estimates, HVAC, Process Scheduler, Materials
Education
US Colleges, Montclair, CA 2009 — 2010
Medical Billing
Far Eastern University 1979 — 1988
BS, Civil Engineering
Tony Bianchi Tony Bianchi's Freedom Equity Group Experience 2005 - 2005
Job Tax Advantaged Financial Solutions
Industry Financial Services
Experience
SafeMoneySecrets.net 2010 - Present
Tony Bianchi 2004 - 2013
GEOcommand, Inc. 1995 - 2012
United First Financial 2006 - 2011
United First Financial 2006 - 2011
Transynergy 2009 - 2010
Freedom Equity Group 2005 - 2005
Assured Results 1988 - 2004
Procraft Liquid Siding 2002 - 2003
Skills
Annuities, Insurance, Retirement, Retirement Planning, Agents, Home, Investments, Financial Planning, Banking, Sales Management, Fixed Annuities, Term Life Insurance, Disability Insurance, Life Insurance, IRAs, Wealth, Whole Life, Indexed Annuities, Financial Services, Wealth Accumulation, College Savings Plans, Permanent Life Insurance, Critical Illness, Wealth Management, Selling, Debt Elimination, Universal Life, Guaranteed Lifetime..., Financial Education, Alternative Investments, Strategic Financial..., Mortgage Lending, Estate Planning, Entrepreneurship, Long-term Care, Residential Mortgages, Small Business, Loans, Roth IRA, Life Settlements, Fractional Life..., Sales
Education
Sierra College 1977 — 1980
Associate's degree
Roseville High School 1972 — 1976
SafeMoneySecrets.net 2010 - Present
Tony Bianchi 2004 - 2013
GEOcommand, Inc. 1995 - 2012
United First Financial 2006 - 2011
United First Financial 2006 - 2011
Transynergy 2009 - 2010
Freedom Equity Group 2005 - 2005
Assured Results 1988 - 2004
Procraft Liquid Siding 2002 - 2003
Skills
Annuities, Insurance, Retirement, Retirement Planning, Agents, Home, Investments, Financial Planning, Banking, Sales Management, Fixed Annuities, Term Life Insurance, Disability Insurance, Life Insurance, IRAs, Wealth, Whole Life, Indexed Annuities, Financial Services, Wealth Accumulation, College Savings Plans, Permanent Life Insurance, Critical Illness, Wealth Management, Selling, Debt Elimination, Universal Life, Guaranteed Lifetime..., Financial Education, Alternative Investments, Strategic Financial..., Mortgage Lending, Estate Planning, Entrepreneurship, Long-term Care, Residential Mortgages, Small Business, Loans, Roth IRA, Life Settlements, Fractional Life..., Sales
Education
Sierra College 1977 — 1980
Associate's degree
Roseville High School 1972 — 1976
David Weiner David Weiner's Freedom Equity Group Experience September 1991 - Present
Job CEO Freedom Equity Group
Industry Financial Services
Experience
Global Renaissance Insurance Marketing inc October 2011 - Present
Freedom Equity Group September 1991 - Present
All Fund Mortgage July 2003 - January 2009
Skills
Retirement Planning, Strategic Financial..., Investments, Equities, Life Insurance, Retirement, Public Speaking, Mutual Funds, Insurance, Long Term Care Insurance, Training, Sales Management, Fixed Annuities, Customer Service, Term Life Insurance, Relationship Management, Marketing, Finance, Financial Services, Disability Insurance, Marketing Strategy, Financial Advisory, Mortgage Marketing, Management, Asset Protection, Health Insurance, Entrepreneurship, Estate Planning, Financial Planners, Loans, Long-term Care, Mortgage Lending, Sales, Small Business, Wealth, Wealth Accumulation, Wealth Management, Financial Planning, Financial Analysis
Education
Michigan State University 1981 — 1982
Restaurant & Hotel Management
Global Renaissance Insurance Marketing inc October 2011 - Present
Freedom Equity Group September 1991 - Present
All Fund Mortgage July 2003 - January 2009
Skills
Retirement Planning, Strategic Financial..., Investments, Equities, Life Insurance, Retirement, Public Speaking, Mutual Funds, Insurance, Long Term Care Insurance, Training, Sales Management, Fixed Annuities, Customer Service, Term Life Insurance, Relationship Management, Marketing, Finance, Financial Services, Disability Insurance, Marketing Strategy, Financial Advisory, Mortgage Marketing, Management, Asset Protection, Health Insurance, Entrepreneurship, Estate Planning, Financial Planners, Loans, Long-term Care, Mortgage Lending, Sales, Small Business, Wealth, Wealth Accumulation, Wealth Management, Financial Planning, Financial Analysis
Education
Michigan State University 1981 — 1982
Restaurant & Hotel Management
Ramon Meno Jr's Freedom Equity Group Experience May 2015 - Present
Job VP of Business Development
Industry Financial Services
Experience
Freedom Equity Group May 2015 - Present
MY WARRANTY REWARDS February 2014 - Present
ViSalus Sciences Body By Vi 90 Day Challenge October 2012 - Present
QS2 March 2013 - February 2014
Consumer Choice Marketing/ Jueness July 2011 - May 2013
Success One Financial February 2008 - July 2011
Trans Pacific Mortgage June 2005 - February 2008
Skills
Sales Management, Sales, Product Marketing, Account Management, Marketing, Direct Marketing, Email Marketing, Online Marketing, Marketing Strategy, Online Advertising, Marketing Communications, Social Media Marketing, Advertising, Brand Development, Lead Generation, Public Relations, Product Launch, Social Networking, Market Research, Social Media, SEO, Event Management, Market Analysis, Customer Retention, Direct Sales, Fundraising
Education
Hartnell College 1990 — 1992
Associate's degree
Freedom Equity Group May 2015 - Present
MY WARRANTY REWARDS February 2014 - Present
ViSalus Sciences Body By Vi 90 Day Challenge October 2012 - Present
QS2 March 2013 - February 2014
Consumer Choice Marketing/ Jueness July 2011 - May 2013
Success One Financial February 2008 - July 2011
Trans Pacific Mortgage June 2005 - February 2008
Skills
Sales Management, Sales, Product Marketing, Account Management, Marketing, Direct Marketing, Email Marketing, Online Marketing, Marketing Strategy, Online Advertising, Marketing Communications, Social Media Marketing, Advertising, Brand Development, Lead Generation, Public Relations, Product Launch, Social Networking, Market Research, Social Media, SEO, Event Management, Market Analysis, Customer Retention, Direct Sales, Fundraising
Education
Hartnell College 1990 — 1992
Associate's degree
James Harrison James Harrison's Freedom Equity Group Experience February 2014 - Present
Job V.P. with Freedom Equity Group, Sharing with families Tax Free Retirement Alternatives and Living Benefits
Industry Financial Services
Experience
Freedom Equity Group February 2014 - Present
Skills
Retirement, Customer Service, Sales, Insurance, Life Insurance, Marketing, Financial Services, Employee Benefits, Small Business, Retirement Planning, Fixed Annuities, Term Life Insurance, Financial Planning, Retail, New Business Development, Business Analysis, Consumer Marketing, Commercial Lending, Retirement Income..., Wealth Accumulation, Wealth Preservation..., Wealth Preservation, Wealth Transfer, Multi-generational..., Universal Life, Indexed Annuities, Equity Indexed Annuities, Income Protection, Financial Analysis, Sales Management, Sales Presentations, Presentation Skills, Client Education, Client Presentation, Microsoft Office, Leadership
Education
University of Mary Hardin-Baylor
University of Mary Hardin-Baylor
Business Administration and Management, General
Freedom Equity Group February 2014 - Present
Skills
Retirement, Customer Service, Sales, Insurance, Life Insurance, Marketing, Financial Services, Employee Benefits, Small Business, Retirement Planning, Fixed Annuities, Term Life Insurance, Financial Planning, Retail, New Business Development, Business Analysis, Consumer Marketing, Commercial Lending, Retirement Income..., Wealth Accumulation, Wealth Preservation..., Wealth Preservation, Wealth Transfer, Multi-generational..., Universal Life, Indexed Annuities, Equity Indexed Annuities, Income Protection, Financial Analysis, Sales Management, Sales Presentations, Presentation Skills, Client Education, Client Presentation, Microsoft Office, Leadership
Education
University of Mary Hardin-Baylor
University of Mary Hardin-Baylor
Business Administration and Management, General
Gregory Alipit Gregory Alipit's Freedom Equity Group Experience November 2011 - Present
Job Insurance Broker, Speaker
Industry Insurance
Experience
Freedom Equity Group November 2011 - Present
Skills
Insurance, Public Speaking, Leadership, Life Insurance, Retirement Planning, Employee Benefits, Investments, Finance, Retirement, Financial Services, Sales, Team Building, Customer Service, Marketing, Entrepreneurship, Long-term Care, Fixed Annuities, Financial Planning, Licensed Life & Health..., Term Life Insurance, General Insurance, Disability Insurance, Analysis, Small Business, Time Management, Market Research, Customer Experience, Strategic Planning, Health Insurance, Marketing Strategy
Education
Santa Rosa Junior College 2009 — 2013
Business Administration and Management, General
Freedom Equity Group November 2011 - Present
Skills
Insurance, Public Speaking, Leadership, Life Insurance, Retirement Planning, Employee Benefits, Investments, Finance, Retirement, Financial Services, Sales, Team Building, Customer Service, Marketing, Entrepreneurship, Long-term Care, Fixed Annuities, Financial Planning, Licensed Life & Health..., Term Life Insurance, General Insurance, Disability Insurance, Analysis, Small Business, Time Management, Market Research, Customer Experience, Strategic Planning, Health Insurance, Marketing Strategy
Education
Santa Rosa Junior College 2009 — 2013
Business Administration and Management, General
Tess Esteban's Freedom Equity Group Experience 2010 - Present
Job Staff Accountant at Kindred Healthcare
Industry Financial Services
Experience
Kindred Healthcare 2013 - Present
Freedom Equity Group 2010 - Present
Uniglobe Cruisehaven Travel 2002 - 2009
ITOCHU International Inc. 1990 - 2002
Skills
Customer Service, Financial Analysis, Insurance, CRM, Management, Training, Customer Satisfaction, Marketing, Accounting, Sales, Invoicing, Account Management, Credit
Education
University of Phoenix
Bachelor of Science (B.S.), Health Administration & Management
Kindred Healthcare 2013 - Present
Freedom Equity Group 2010 - Present
Uniglobe Cruisehaven Travel 2002 - 2009
ITOCHU International Inc. 1990 - 2002
Skills
Customer Service, Financial Analysis, Insurance, CRM, Management, Training, Customer Satisfaction, Marketing, Accounting, Sales, Invoicing, Account Management, Credit
Education
University of Phoenix
Bachelor of Science (B.S.), Health Administration & Management
Patrick Gairns Patrick Gairns's Freedom Equity Group Experience September 2014 - Present
Job Senior Healthcare Consultant, Buffett Senior Healthcare Corp.
Industry Insurance
Experience
Freedom Equity Group September 2014 - Present
Buffett Senior Healthcare Corp. August 2013 - Present
AMA LABORATORIES, INC. January 2011 - October 2011
Creations Aromotique 1990 - 1995
Skills
Medicare, Life Insurance, Health Insurance, Sales, Marketing, Cosmetics, Analytical Chemistry
Education
La Salle University
Bachelor of Applied Science (B.A.Sc.), Chemistry
Freedom Equity Group September 2014 - Present
Buffett Senior Healthcare Corp. August 2013 - Present
AMA LABORATORIES, INC. January 2011 - October 2011
Creations Aromotique 1990 - 1995
Skills
Medicare, Life Insurance, Health Insurance, Sales, Marketing, Cosmetics, Analytical Chemistry
Education
La Salle University
Bachelor of Applied Science (B.A.Sc.), Chemistry
Lindo Payumo Lindo Payumo's Freedom Equity Group Experience March 2013 - Present
Job Licensed Life and Health Insurance Broker/Insurance Services at Freedom Equity Group
Industry Financial Services
Experience
Freedom Equity Group March 2013 - Present
Oracle March 2005 - Present
PeopleSoft 2002 - 2005
Calico, Inc. 1995 - 2002
Computer Associates 1994 - 1995
Computer Associates 1994 - 1995
Skills
Business Analysis, SQL, Business Intelligence, Insurance, Oracle, Software Development, XML, Java, Java Enterprise Edition, Term Life Insurance, Universal Life, Guaranteed Lifetime..., Licensed Life & Health..., Licensed Life Insurance..., Enterprise Software, Web Services, SaaS, Project Management, Cloud Computing, Life Insurance, Agile Methodologies
Education
San Francisco State University 1984 — 1990
Bachelor of Science (BS), Computer Science
Freedom Equity Group March 2013 - Present
Oracle March 2005 - Present
PeopleSoft 2002 - 2005
Calico, Inc. 1995 - 2002
Computer Associates 1994 - 1995
Computer Associates 1994 - 1995
Skills
Business Analysis, SQL, Business Intelligence, Insurance, Oracle, Software Development, XML, Java, Java Enterprise Edition, Term Life Insurance, Universal Life, Guaranteed Lifetime..., Licensed Life & Health..., Licensed Life Insurance..., Enterprise Software, Web Services, SaaS, Project Management, Cloud Computing, Life Insurance, Agile Methodologies
Education
San Francisco State University 1984 — 1990
Bachelor of Science (BS), Computer Science
Nate Brewer's Freedom Equity Group Experience January 2013 - June 2013
Job eVantage Financial Consultant
Industry Consumer Services
Experience
eVantage Financial October 2014 - Present
eVantage Financial September 2014 - Present
NatevaGroup Enterprises June 2013 - September 2014
Solavei August 2012 - February 2014
Freedom Equity Group January 2013 - June 2013
United First Financial 2008 - 2011
UFirst Alliance 2007 - 2010
2nd Chance Mortgage Company January 2001 - December 2006
Louisville Gas & Electric July 1977 - May 2000
Skills
Mortgage, Online Marketing, Entrepreneur, Marketing Strategy, Mortgage Lending, Entrepreneurship, Advertising, Strategic Partnerships, Small Business, Social Networking, Coaching, Fundraising, Marketing Communications, Management, Leadership, New Business Development, E-commerce, Marketing, Public Speaking, Social Media Marketing, Business Strategy, Sales, Public Relations, Lead Generation, Team Building, Strategic Planning, Start-ups, Social Media, Email Marketing, Online Advertising, Training, SEO, Retail, Web Marketing, Business Development, Direct Marketing, Strategy, Business Planning, B2B, Selling, Sales Management, Direct Sales, SEM, Mobile Marketing, Account Management, Affiliate Marketing, Leadership Development, PPC, Online Lead Generation, Website Development
Education
United Electronics Institude 1974 — 1976
Electronics Technology, Electronics, 3.35
Kentucky State University 1972 — 1974
Associate of Arts and Sciences (A.A.S.), Educational Leadership and Administration, General
Kentucky State University 1971 — 1974
Shawnee 1963 — 1966
High School Deploma
eVantage Financial October 2014 - Present
eVantage Financial September 2014 - Present
NatevaGroup Enterprises June 2013 - September 2014
Solavei August 2012 - February 2014
Freedom Equity Group January 2013 - June 2013
United First Financial 2008 - 2011
UFirst Alliance 2007 - 2010
2nd Chance Mortgage Company January 2001 - December 2006
Louisville Gas & Electric July 1977 - May 2000
Skills
Mortgage, Online Marketing, Entrepreneur, Marketing Strategy, Mortgage Lending, Entrepreneurship, Advertising, Strategic Partnerships, Small Business, Social Networking, Coaching, Fundraising, Marketing Communications, Management, Leadership, New Business Development, E-commerce, Marketing, Public Speaking, Social Media Marketing, Business Strategy, Sales, Public Relations, Lead Generation, Team Building, Strategic Planning, Start-ups, Social Media, Email Marketing, Online Advertising, Training, SEO, Retail, Web Marketing, Business Development, Direct Marketing, Strategy, Business Planning, B2B, Selling, Sales Management, Direct Sales, SEM, Mobile Marketing, Account Management, Affiliate Marketing, Leadership Development, PPC, Online Lead Generation, Website Development
Education
United Electronics Institude 1974 — 1976
Electronics Technology, Electronics, 3.35
Kentucky State University 1972 — 1974
Associate of Arts and Sciences (A.A.S.), Educational Leadership and Administration, General
Kentucky State University 1971 — 1974
Shawnee 1963 — 1966
High School Deploma
Colleen Eberle Colleen Eberle's Freedom Equity Group Experience 2013 - 2014
Job Wealth Enhancement Resource Group
Industry Insurance
Experience
Wealth Enhancement Resource Group 2014 - Present
Freedom Equity Group 2013 - 2014
Biaggi's Ristorante Italiano October 2009 - September 2011
VacuMed December 2008 - October 2009
D'Amico Catering June 2007 - September 2008
Skills
Marketing, Customer Satisfaction, Leadership, Marketing Strategy, Advertising, Email Marketing, Strategic Planning, Management, Budgets, Strategy, Training, Sales, Market Research, Customer Service, Team Building
Education
Minnesota State University, Mankato 2005 — 2007
Bachelor of Arts Degree, Business Management & Marketing
Bethany College 2003 — 2005
Business
Wealth Enhancement Resource Group 2014 - Present
Freedom Equity Group 2013 - 2014
Biaggi's Ristorante Italiano October 2009 - September 2011
VacuMed December 2008 - October 2009
D'Amico Catering June 2007 - September 2008
Skills
Marketing, Customer Satisfaction, Leadership, Marketing Strategy, Advertising, Email Marketing, Strategic Planning, Management, Budgets, Strategy, Training, Sales, Market Research, Customer Service, Team Building
Education
Minnesota State University, Mankato 2005 — 2007
Bachelor of Arts Degree, Business Management & Marketing
Bethany College 2003 — 2005
Business
Marcus Solorio's Freedom Equity Group Experience 2006 - 2008
Job General Manager at Lanlogic
Industry Information Technology and Services
Experience
Lanlogic December 1999 - Present
Freedom Equity Group 2006 - 2008
Valley Care Medical Center January 1999 - December 1999
Kaiser Permanente Hayward 1996 - 1999
Kaiser Permanente Oakland 1991 - 1996
Skills
Service Development, SBS, Managed Services, Virtualization, Cloud Computing, Network and Systems..., IT Management, Organizational..., Team Leadership, Disaster Recovery
Education
California State University-Sacramento 1985 — 1986
Allworx System Training
Lanlogic December 1999 - Present
Freedom Equity Group 2006 - 2008
Valley Care Medical Center January 1999 - December 1999
Kaiser Permanente Hayward 1996 - 1999
Kaiser Permanente Oakland 1991 - 1996
Skills
Service Development, SBS, Managed Services, Virtualization, Cloud Computing, Network and Systems..., IT Management, Organizational..., Team Leadership, Disaster Recovery
Education
California State University-Sacramento 1985 — 1986
Allworx System Training
Kanani Aloisio Kanani Aloisio's Freedom Equity Group Experience 2010 - Present
Job Executive Director at Straitway Consulting
Industry Financial Services
Experience
Freedom Equity Group 2010 - Present
Straitway Consulting March 2004 - Present
Skills
Strategic Planning, Investments, Public Speaking, Management, Retirement, Entrepreneurship, Small Business, Marketing, Business Planning, Leadership, Finance, Retirement Planning, Fixed Annuities, Strategic Financial..., Real Estate, Insurance, Life Insurance, Financial Planning
Education
BYU 1985 — 1989
Public Relations, Communications
Punahou School 1972 — 1985
Freedom Equity Group 2010 - Present
Straitway Consulting March 2004 - Present
Skills
Strategic Planning, Investments, Public Speaking, Management, Retirement, Entrepreneurship, Small Business, Marketing, Business Planning, Leadership, Finance, Retirement Planning, Fixed Annuities, Strategic Financial..., Real Estate, Insurance, Life Insurance, Financial Planning
Education
BYU 1985 — 1989
Public Relations, Communications
Punahou School 1972 — 1985
James Petrinovich James Petrinovich's Freedom Equity Group Experience January 2002 - Present
Job Owner, Freedom Equity Group
Industry Financial Services
Experience
Petrinovich Wealth & Insurance Services May 2012 - Present
Freedom Equity Group January 2002 - Present
Skills
IRAs, Retirement, Retirement Planning, Small Business, Sales Process, Wealth, Finance, Public Speaking, Strategic Planning, Income Tax, Strategy, Strategic Financial..., Customer Service, Business Development, Business Planning, Financial Planners, Insurance, Marketing, Financial Services, Life Insurance, Business Strategy, Financial Planning
Education
Santa Clara University 1997 — 2001
Bachelor's Degree, Finance
Mullen High School
Petrinovich Wealth & Insurance Services May 2012 - Present
Freedom Equity Group January 2002 - Present
Skills
IRAs, Retirement, Retirement Planning, Small Business, Sales Process, Wealth, Finance, Public Speaking, Strategic Planning, Income Tax, Strategy, Strategic Financial..., Customer Service, Business Development, Business Planning, Financial Planners, Insurance, Marketing, Financial Services, Life Insurance, Business Strategy, Financial Planning
Education
Santa Clara University 1997 — 2001
Bachelor's Degree, Finance
Mullen High School
Nora Burch Preston Nora Burch Preston's Freedom Equity Group Experience 2014 - 2015
Job VP Sales at Freedom Equity Group Freedom Builder
Industry Financial Services
Experience
Freedom Equity Group - Freedom Builder September 2014 - Present
Your Savings Network.net http://www.yoursavingsnetwork.net June 2010 - Present
Freedom Equity Group 2014 - 2015
First Choice Merchant Lending September 2010 - September 2012
National Computer Resources, Inc January 1990 - March 2010
First Banks / Lifetime Mortgage January 1984 - February 1992
Skills
Investments, Financial Analysis, Business Strategy, Mortgage Lending, Credit, Loans, Asset Managment, Negotiation, Portfolio Management, Finance, Real Estate, Strategic Financial..., Banking, Business Planning, Risk Management, Mergers, Due Diligence, Selling, Investment Properties, Corporate Finance, Entrepreneurship, New Business Development, Business Development, Insurance, Forecasting, Contract Negotiation, Sales, Program Management, Asset Management, Pricing, Sales Management, Strategy, Strategic Planning, Marketing, E-commerce, Leadership, Mergers & Acquisitions, Team Management, Management, Competitive Analysis
Education
University of Minnesota-Twin Cities
Business and Finance
University of Minnesota-Twin Cities
Business and Finance
Freedom Equity Group - Freedom Builder September 2014 - Present
Your Savings Network.net http://www.yoursavingsnetwork.net June 2010 - Present
Freedom Equity Group 2014 - 2015
First Choice Merchant Lending September 2010 - September 2012
National Computer Resources, Inc January 1990 - March 2010
First Banks / Lifetime Mortgage January 1984 - February 1992
Skills
Investments, Financial Analysis, Business Strategy, Mortgage Lending, Credit, Loans, Asset Managment, Negotiation, Portfolio Management, Finance, Real Estate, Strategic Financial..., Banking, Business Planning, Risk Management, Mergers, Due Diligence, Selling, Investment Properties, Corporate Finance, Entrepreneurship, New Business Development, Business Development, Insurance, Forecasting, Contract Negotiation, Sales, Program Management, Asset Management, Pricing, Sales Management, Strategy, Strategic Planning, Marketing, E-commerce, Leadership, Mergers & Acquisitions, Team Management, Management, Competitive Analysis
Education
University of Minnesota-Twin Cities
Business and Finance
University of Minnesota-Twin Cities
Business and Finance
Hubert Woody Wortham Hubert Woody Wortham's Freedom Equity Group Experience 1985 - 2010
Job Controls/Information Technology Integration Engineer at Grace Consulting Systems, Inc.
Industry Information Technology and Services
Experience
Grace Consulting Systems, Inc. May 2012 - Present
University of Phoenix September 2010 - Present
Grace Consulting Systems, Inc. November 1992 - Present
Freedom Equity Group 1985 - 2010
Skills
Testing, XML, Core Java, Java Enterprise Edition, Microsoft SQL Server, Web Services, ASP.NET, JSP, HTML, Project Management, Training, Software Engineering, Java, Program Management, Leadership, Public Speaking, Integration, Eclipse, Management, Software Design
Education
University of Phoenix 2008 — 2010
Masters, Information Systems
University of Phoenix 2000 — 2003
Bachelor of Science (BS), Information Technology
Grace Consulting Systems, Inc. May 2012 - Present
University of Phoenix September 2010 - Present
Grace Consulting Systems, Inc. November 1992 - Present
Freedom Equity Group 1985 - 2010
Skills
Testing, XML, Core Java, Java Enterprise Edition, Microsoft SQL Server, Web Services, ASP.NET, JSP, HTML, Project Management, Training, Software Engineering, Java, Program Management, Leadership, Public Speaking, Integration, Eclipse, Management, Software Design
Education
University of Phoenix 2008 — 2010
Masters, Information Systems
University of Phoenix 2000 — 2003
Bachelor of Science (BS), Information Technology
Gloria Little Gloria Little's Freedom Equity Group Experience June 2014 - Present
Job Retirement Plan Consultant at Freedom Equity Group
Industry Semiconductors
Experience
Freedom Equity Group June 2014 - Present
Axiom Electronics September 2013 - March 2014
Cooper Bussmann March 2012 - February 2013
Silver Eagle Manufacturing Company March 2009 - February 2010
Ultra Clean Technology 2006 - 2008
Hewlett Packard 1981 - 2005
Hewlett Packard September 1995 - August 1998
Skills
Interpersonal, Strategic Negotiations, Supplier Management, Global Sourcing, Lean Manufacturing, Inventory Management, Supply Chain Management, Supply Chain, Purchasing, Procurement, Product Development, Operations Management, Manufacturing, Interpersonal Skill, Supply Management, Process Improvement, Strategy, Project Management, Electronics, Cross-functional Team..., Engineering, Materials Management, Strategic Sourcing, Six Sigma, MRP, Process Engineering, SPC
Education
Oregon State University 1976 — 1981
BS, Marketing and Education
Freedom Equity Group June 2014 - Present
Axiom Electronics September 2013 - March 2014
Cooper Bussmann March 2012 - February 2013
Silver Eagle Manufacturing Company March 2009 - February 2010
Ultra Clean Technology 2006 - 2008
Hewlett Packard 1981 - 2005
Hewlett Packard September 1995 - August 1998
Skills
Interpersonal, Strategic Negotiations, Supplier Management, Global Sourcing, Lean Manufacturing, Inventory Management, Supply Chain Management, Supply Chain, Purchasing, Procurement, Product Development, Operations Management, Manufacturing, Interpersonal Skill, Supply Management, Process Improvement, Strategy, Project Management, Electronics, Cross-functional Team..., Engineering, Materials Management, Strategic Sourcing, Six Sigma, MRP, Process Engineering, SPC
Education
Oregon State University 1976 — 1981
BS, Marketing and Education
Renee Buice Renee Buice's Freedom Equity Group Experience June 2010 - Present
Job Real Estate & Living Benefits Agent
Industry Marketing and Advertising
Experience
Freedom Equity Group June 2010 - Present
Seaside Realty November 2003 - Present
Palm Beach Business Connection December 2014 - Present
Jupiter Real Estate November 2003 - January 2015
BUZZ Media Network 2013 - July 2014
IBM Global Services March 1997 - June 2002
Skills
Living Benefits Coverage, Retirement Solutions, Equity Indexed Annuities, 401k Rollovers, Short Sales, Foreclosures, Referrals, Sellers, Investment Properties, Condos, Real Estate, Single Family Homes, Property Management, Residential Homes, Rentals, Sales, Negotiation, Investors, Luxury, Online Marketing, REO, Real Estate Transactions, Investments, Relocation, Listings, Buyer Representation, New Home Sales, Internet Strategy, Internet Marketing, Life Insurance, Indexed Annuities, Retirement Plan...
Education
University of North Texas 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Computer Information Systems
Duncanville High School 1979 — 1982
Diploma, Computer and Information Sciences and Support Services
Freedom Equity Group June 2010 - Present
Seaside Realty November 2003 - Present
Palm Beach Business Connection December 2014 - Present
Jupiter Real Estate November 2003 - January 2015
BUZZ Media Network 2013 - July 2014
IBM Global Services March 1997 - June 2002
Skills
Living Benefits Coverage, Retirement Solutions, Equity Indexed Annuities, 401k Rollovers, Short Sales, Foreclosures, Referrals, Sellers, Investment Properties, Condos, Real Estate, Single Family Homes, Property Management, Residential Homes, Rentals, Sales, Negotiation, Investors, Luxury, Online Marketing, REO, Real Estate Transactions, Investments, Relocation, Listings, Buyer Representation, New Home Sales, Internet Strategy, Internet Marketing, Life Insurance, Indexed Annuities, Retirement Plan...
Education
University of North Texas 1987 — 1991
Bachelor of Business Administration (B.B.A.), Business Computer Information Systems
Duncanville High School 1979 — 1982
Diploma, Computer and Information Sciences and Support Services
Ruel Borgonia's Freedom Equity Group Experience February 2014 — Present
Job TaxFree Retirement Planning& Salary Protection Specialist
Industry Financial Services
Experience
Freedom Equity Group February 2014 — Present
Radyo Filipino Amerika October 2013 — Present
www.uniquebusinessventures.com May 2013 — Present
Trans Pacific Consulting March 2013 — Present
Asian Journal March 2013 — Present
Casa Real Residential Care April 2011 — Present
L& L Hawaiian Barbecue San Marcos, California March 2011 — Present
LKY Group of Companies March 2010 — February 2011
World Connect Migration Solutions September 2009 — February 2011
Skills
Global Business..., Marketing Management, Strategic Planning, New Business Development, Business Strategy, Business Planning, Marketing Strategy, Marketing, Long-term Care, Life Insurance
Education
Divine Word College of Legazpi Graduate School of Business 1997 — 1998
Masteral Degree, Business Administration
Bicol University 1990 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration
Freedom Equity Group February 2014 — Present
Radyo Filipino Amerika October 2013 — Present
www.uniquebusinessventures.com May 2013 — Present
Trans Pacific Consulting March 2013 — Present
Asian Journal March 2013 — Present
Casa Real Residential Care April 2011 — Present
L& L Hawaiian Barbecue San Marcos, California March 2011 — Present
LKY Group of Companies March 2010 — February 2011
World Connect Migration Solutions September 2009 — February 2011
Skills
Global Business..., Marketing Management, Strategic Planning, New Business Development, Business Strategy, Business Planning, Marketing Strategy, Marketing, Long-term Care, Life Insurance
Education
Divine Word College of Legazpi Graduate School of Business 1997 — 1998
Masteral Degree, Business Administration
Bicol University 1990 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration
Sean Vinson's Freedom Equity Group Experience August 2013 - Present
Job Senior Support Technician/System Administration USSPosco
Industry Information Technology and Services
Experience
Robert Half September 2013 - Present
Freedom Equity Group August 2013 - Present
Tegile Systems August 2014 - August 2014
EVault, A Seagate Company August 2011 - August 2013
EVault, a Seagate Company June 2005 - August 2011
PeopleSoft January 2003 - June 2005
PeopleSoft December 1996 - January 2003
Skills
Disaster Recovery, Windows Server, Enterprise Software, IT Management, Project Management, Business Process, Software Documentation, Servers, Security, Windows 7, Active Directory, Troubleshooting, Virtualization, Cloud Computing, Customer Satisfaction, TCP/IP, Storage Area Networks, Training, Networking, SaaS, Management, System Administration, Salesforce.com, Data Center, Customer Service, VMware ESX, Technical Support, Hardware, Storage, Strategy, Databases, Leadership, Sales, Network Administration, Operating Systems, Windows XP, Computer Hardware, Testing, VMware, Information Technology, VoIP, Software Installation, Switches, Microsoft Exchange, Windows, Integration
Education
Heald College
AAS, Computer and Electronics
Robert Half September 2013 - Present
Freedom Equity Group August 2013 - Present
Tegile Systems August 2014 - August 2014
EVault, A Seagate Company August 2011 - August 2013
EVault, a Seagate Company June 2005 - August 2011
PeopleSoft January 2003 - June 2005
PeopleSoft December 1996 - January 2003
Skills
Disaster Recovery, Windows Server, Enterprise Software, IT Management, Project Management, Business Process, Software Documentation, Servers, Security, Windows 7, Active Directory, Troubleshooting, Virtualization, Cloud Computing, Customer Satisfaction, TCP/IP, Storage Area Networks, Training, Networking, SaaS, Management, System Administration, Salesforce.com, Data Center, Customer Service, VMware ESX, Technical Support, Hardware, Storage, Strategy, Databases, Leadership, Sales, Network Administration, Operating Systems, Windows XP, Computer Hardware, Testing, VMware, Information Technology, VoIP, Software Installation, Switches, Microsoft Exchange, Windows, Integration
Education
Heald College
AAS, Computer and Electronics
Ferdi Navalta's Freedom Equity Group Experience October 2012 - Present
Job Broker at Alliance Real Estate Investments
Industry Real Estate
Experience
Alliance Real Estate Investments October 2012 - Present
FREEDOM EQUITY GROUP October 2012 - Present
Skills
Sellers, Investors, Investment Properties, Residential Homes, Property Management, Contract Negotiation, Relocation, Listings, Buyer Representation, New Home Sales, Single Family Homes, Referrals, Marketing, Social Networking, Real Estate Transactions, Commercial Real Estate, Residential Mortgages, Short Sales, System Administration, HRIS Database Management, Database Administration, Network Administration
Education
New Horizons Learning Center 1992 — 1992
Certified Novell Engineer & Microsoft Systems Certified Engineer, Computer Systems Networking and Telecommunications
Polytechnic University of the Philippines
Bachelor of Science (BSc), Marketing/Marketing Management, General
Lacson College, Pasay
Bachelor of Science (BSc), Computer Science
Alliance Real Estate Investments October 2012 - Present
FREEDOM EQUITY GROUP October 2012 - Present
Skills
Sellers, Investors, Investment Properties, Residential Homes, Property Management, Contract Negotiation, Relocation, Listings, Buyer Representation, New Home Sales, Single Family Homes, Referrals, Marketing, Social Networking, Real Estate Transactions, Commercial Real Estate, Residential Mortgages, Short Sales, System Administration, HRIS Database Management, Database Administration, Network Administration
Education
New Horizons Learning Center 1992 — 1992
Certified Novell Engineer & Microsoft Systems Certified Engineer, Computer Systems Networking and Telecommunications
Polytechnic University of the Philippines
Bachelor of Science (BSc), Marketing/Marketing Management, General
Lacson College, Pasay
Bachelor of Science (BSc), Computer Science
Bill Buettner's Freedom Equity Group Experience July 2007 - Present
Job Marketing Director at Freedom Equity Group
Industry Financial Services
Experience
Freedom Equity Group July 2007 - Present
Education
Lewis and Clark College 1973 — 1977
M.Ed., Counseling
Valparaiso University 1963 — 1967
Freedom Equity Group July 2007 - Present
Education
Lewis and Clark College 1973 — 1977
M.Ed., Counseling
Valparaiso University 1963 — 1967
John Estillore's Freedom Equity Group Experience April 2007 - 2011
Job Real Estate Agent at Alliance Bay Realty & Sr Loan Officer NMLS 305151
Industry Financial Services
Experience
Alliance Bay Realty February 2014 - Present
Prestige Life Insurance Solutions 2007 - Present
FILCOM of Santa Clara County 2013 - 2014
EZ Qualify Mortgage Banking 2010 - 2011
Freedom Equity Group April 2007 - 2011
Resource Financial Center Inc August 2007 - January 2010
Entertain Me Event Planning 2006 - 2010
glymar realty 2008 - 2009
Choice Financial Services/First Choice Mortgage April 1985 - October 1998
Skills
Insurance, Finance, Residential Homes, Loans, Team Building, Real Estate, Sales, Life Insurance, Selling, Management, Retirement, Commercial Real Estate, Investments, Underwriting, Mortgage Lending, Small Business
Education
Feati University
BSEE, Electrical Engineering
Alliance Bay Realty February 2014 - Present
Prestige Life Insurance Solutions 2007 - Present
FILCOM of Santa Clara County 2013 - 2014
EZ Qualify Mortgage Banking 2010 - 2011
Freedom Equity Group April 2007 - 2011
Resource Financial Center Inc August 2007 - January 2010
Entertain Me Event Planning 2006 - 2010
glymar realty 2008 - 2009
Choice Financial Services/First Choice Mortgage April 1985 - October 1998
Skills
Insurance, Finance, Residential Homes, Loans, Team Building, Real Estate, Sales, Life Insurance, Selling, Management, Retirement, Commercial Real Estate, Investments, Underwriting, Mortgage Lending, Small Business
Education
Feati University
BSEE, Electrical Engineering
Darin Wright's Freedom Equity Group Experience 2009 - Present
Job Insurance Advisor at Crescent Advisory Group
Industry Financial Services
Experience
Freedom Equity Group 2009 - Present
First Capital Business Solutions 2008 - 2009
Bear Stearns Residential Mortgage 2007 - 2008
Pacific American Mortgage 2003 - 2007
Education
California State University-East Bay
Freedom Equity Group 2009 - Present
First Capital Business Solutions 2008 - 2009
Bear Stearns Residential Mortgage 2007 - 2008
Pacific American Mortgage 2003 - 2007
Education
California State University-East Bay
Kevin Kyes's Freedom Equity Group Experience September 2010 - Present
Job It's what you keep that counts.
Industry Financial Services
Experience
Freedom Equity Group September 2010 - Present
Freedom Equity Group - Freedom Builder November 2006 - Present
Freedom Equity Corp. November 2010 - 2012
Skills
Infinite Banking, Tax Free Retirement, Precious Metals Direct, Wealth, Retirement, Fixed Annuities, Financial Advisory, Life Insurance, Investments, Retirement Planning, Insurance, Marketing, Strategy, Mortgage Lending, Financial Services, Banking, Loans, Sales, Team Building, Financial Planning, Leadership, Small Business, FHA, Entrepreneurship, Strategic Financial..., Employee Benefits, Strategic Planning, IRAs
Education
San Jose State University 1966 — 1970
Bachelor of Arts, Philosophy/Psychology
Freedom Equity Group September 2010 - Present
Freedom Equity Group - Freedom Builder November 2006 - Present
Freedom Equity Corp. November 2010 - 2012
Skills
Infinite Banking, Tax Free Retirement, Precious Metals Direct, Wealth, Retirement, Fixed Annuities, Financial Advisory, Life Insurance, Investments, Retirement Planning, Insurance, Marketing, Strategy, Mortgage Lending, Financial Services, Banking, Loans, Sales, Team Building, Financial Planning, Leadership, Small Business, FHA, Entrepreneurship, Strategic Financial..., Employee Benefits, Strategic Planning, IRAs
Education
San Jose State University 1966 — 1970
Bachelor of Arts, Philosophy/Psychology
Dena Sanchez's Freedom Equity Group Experience December 2014 - Present
Job Tax Free Retirement Business Continuation Commercial Lending Living Benefits Licensed Agent: Health/Life/Annuities
Industry Financial Services
Experience
Freedom Equity Group December 2014 - Present
Various Churches 1990 - 2013
Internal Medicine, Pulmonary & Critical Care Group 1986 - 1997
Skills
Songwriting, Music, Band, Recording, Music Education, Songs, Singing, Music Theory, Vocal, Original Music, Team Management, People Development, Research, Inspiring People, Artistic Vision, Typing, Computer Proficiency, Piano Playing, Piano Education, Music Production, Teaching, Training, Leadership, Customer Service, Strategic Planning, Sales Management, Team Building, Social Media Marketing, Public Speaking, Management, Marketing, Small Business, Insurance
Education
Mercer University 2006 — 2007
Bachelor of Arts (B.A.), Music, Piano/Vocal
Southwestern Assemblies of God University 2006 — 2007
Theology/Theological Studies
University of Arizona 1981 — 1985
Business
Freedom Equity Group December 2014 - Present
Various Churches 1990 - 2013
Internal Medicine, Pulmonary & Critical Care Group 1986 - 1997
Skills
Songwriting, Music, Band, Recording, Music Education, Songs, Singing, Music Theory, Vocal, Original Music, Team Management, People Development, Research, Inspiring People, Artistic Vision, Typing, Computer Proficiency, Piano Playing, Piano Education, Music Production, Teaching, Training, Leadership, Customer Service, Strategic Planning, Sales Management, Team Building, Social Media Marketing, Public Speaking, Management, Marketing, Small Business, Insurance
Education
Mercer University 2006 — 2007
Bachelor of Arts (B.A.), Music, Piano/Vocal
Southwestern Assemblies of God University 2006 — 2007
Theology/Theological Studies
University of Arizona 1981 — 1985
Business
E. Brent Lundgren's Freedom Equity Group Experience June 2013 - Present
Job Senior National Vice President with Freedom Equity Group
Industry Financial Services
Experience
Freedom Equity Group June 2013 - Present
West Fargo High School August 1993 - Present
Fargo Invaders Football Club November 2013 - December 2014
Irondale High School August 1977 - November 1982
Skills
Marketing Strategy, Asset Managment, Strategic Planning, Wealth Management, Investments, New Business Development, Public Speaking, Social Media Marketing, Retirement Planning, Marketing, Business Strategy, Portfolio Management, Financial Analysis, Negotiation
Education
Bethel University 1970 — 1974
BA, PE & Business
Freedom Equity Group June 2013 - Present
West Fargo High School August 1993 - Present
Fargo Invaders Football Club November 2013 - December 2014
Irondale High School August 1977 - November 1982
Skills
Marketing Strategy, Asset Managment, Strategic Planning, Wealth Management, Investments, New Business Development, Public Speaking, Social Media Marketing, Retirement Planning, Marketing, Business Strategy, Portfolio Management, Financial Analysis, Negotiation
Education
Bethel University 1970 — 1974
BA, PE & Business
David Tringale's Freedom Equity Group Experience 2000 - Present
Job President at Tringale Financial
Industry Insurance
Experience
FEG Lending May 2014 - Present
Business Value Builders April 2014 - Present
Freedom Equity Group 2000 - Present
Tringale Financial April 1992 - Present
Skills
Insurance, Fixed Annuities, Life Insurance, Email Marketing, Social Media Marketing, E-commerce, New Business Development, Online Marketing, Training, Small Business, Leadership, Marketing Strategy, Project Management, Team Building, Team Leadership, Customer Service, Banking, Public Speaking, Long-term Care, Microsoft Office, Indexed Annuities, Financial Services, Business Development, Sales Process, Health Insurance, Term Life Insurance, Disability Insurance, Finance, Estate Planning, Management
Education
Bentley University 1984 — 1986
Bachelor of Science, Bussiness Administration, Computer Information Systems
Medford High School, Medford, MA 1975 — 1979
Class of 1979
FEG Lending May 2014 - Present
Business Value Builders April 2014 - Present
Freedom Equity Group 2000 - Present
Tringale Financial April 1992 - Present
Skills
Insurance, Fixed Annuities, Life Insurance, Email Marketing, Social Media Marketing, E-commerce, New Business Development, Online Marketing, Training, Small Business, Leadership, Marketing Strategy, Project Management, Team Building, Team Leadership, Customer Service, Banking, Public Speaking, Long-term Care, Microsoft Office, Indexed Annuities, Financial Services, Business Development, Sales Process, Health Insurance, Term Life Insurance, Disability Insurance, Finance, Estate Planning, Management
Education
Bentley University 1984 — 1986
Bachelor of Science, Bussiness Administration, Computer Information Systems
Medford High School, Medford, MA 1975 — 1979
Class of 1979
Rica Domingo's Freedom Equity Group Experience June 2012 - Present
Job Marketing Director at Freedom Equity Group
Industry Financial Services
Experience
Freedom Equity Group June 2012 - Present
Freedom Equity Group June 2012 - June 2012
World Financial Group October 2011 - June 2012
State Compensation Insurance Fund August 1995 - June 2011
Education
San Francisco State University
BA, Business and Computer Information Systems
Freedom Equity Group June 2012 - Present
Freedom Equity Group June 2012 - June 2012
World Financial Group October 2011 - June 2012
State Compensation Insurance Fund August 1995 - June 2011
Education
San Francisco State University
BA, Business and Computer Information Systems
Avery Finger's Freedom Equity Group Experience 2013 - Present
Job VP Freedom Equity GroupFinancial Services
Industry Financial Services
Experience
Freedom Equity Group 2013 - Present
The 28/20 Group January 2000 - Present
CFOSimple March 2007 - February 2012
United First Financial 2007 - 2010
The 28/20 Financial Group January 2003 - November 2008
Skills
Training, Mortgage Banking, Non-profits, Refinance, Small Business, Mortgage Lending, Sales Management, Purchasing, Sales, Leadership, Nonprofits, Team Building, Employee Benefits, Finance, Insurance, Marketing, Strategic Planning, Retirement Planning, Entrepreneurship, Negotiation, Selling, Investments, Real Estate, Coaching, Life Insurance, New Business Development, Fixed Annuities, Cold Calling, Retirement, Strategic Financial..., Long-term Care, Business Planning, Term Life Insurance, Disability Insurance, Direct Sales, Customer Retention, Personal Finance, Estate Planning, Social Networking, Loans, Leadership Development, Health Insurance, Management, Budgets, Credit, Public Speaking, Online Marketing, Indexed Annuities, Financial Services, Residential Mortgages
Education
Pentecostal Theological Seminary 1982 — 1984
MA, Christian Education
West Coast Christian College 1975 — 1979
BA, Christian Education
Freedom Equity Group 2013 - Present
The 28/20 Group January 2000 - Present
CFOSimple March 2007 - February 2012
United First Financial 2007 - 2010
The 28/20 Financial Group January 2003 - November 2008
Skills
Training, Mortgage Banking, Non-profits, Refinance, Small Business, Mortgage Lending, Sales Management, Purchasing, Sales, Leadership, Nonprofits, Team Building, Employee Benefits, Finance, Insurance, Marketing, Strategic Planning, Retirement Planning, Entrepreneurship, Negotiation, Selling, Investments, Real Estate, Coaching, Life Insurance, New Business Development, Fixed Annuities, Cold Calling, Retirement, Strategic Financial..., Long-term Care, Business Planning, Term Life Insurance, Disability Insurance, Direct Sales, Customer Retention, Personal Finance, Estate Planning, Social Networking, Loans, Leadership Development, Health Insurance, Management, Budgets, Credit, Public Speaking, Online Marketing, Indexed Annuities, Financial Services, Residential Mortgages
Education
Pentecostal Theological Seminary 1982 — 1984
MA, Christian Education
West Coast Christian College 1975 — 1979
BA, Christian Education
Mary Cocuzza's Freedom Equity Group Experience August 2013 - Present
Job Production Specialist at Sage
Industry Information Technology and Services
Experience
Sage May 2014 - Present
Freedom Equity Group August 2013 - Present
Omega Communications, Inc 2000 - 2009
Skills
Finance, Leadership, Budgets, Business Development, Business Planning, Business Strategy, Customer Service, Financial Advisory, Financial Analysis, Financial Planners, Insurance, Management, Management Consulting, Marketing, Microsoft Office, New Business Development, Process Improvement, Program Management, Project Management, Retirement, Sales, Securities, Small Business, Start-ups, Strategic Financial..., Strategic Planning, Team Building
Education
California State Polytechnic University-Pomona 1975 — 1979
BS, Chemical Engineering
Fontana High
Fontana High
Sage May 2014 - Present
Freedom Equity Group August 2013 - Present
Omega Communications, Inc 2000 - 2009
Skills
Finance, Leadership, Budgets, Business Development, Business Planning, Business Strategy, Customer Service, Financial Advisory, Financial Analysis, Financial Planners, Insurance, Management, Management Consulting, Marketing, Microsoft Office, New Business Development, Process Improvement, Program Management, Project Management, Retirement, Sales, Securities, Small Business, Start-ups, Strategic Financial..., Strategic Planning, Team Building
Education
California State Polytechnic University-Pomona 1975 — 1979
BS, Chemical Engineering
Fontana High
Fontana High
Bill Fugitt's Freedom Equity Group Experience July 2014 - Present
Job Owner and Manager at MYSELF
Industry Insurance
Experience
Freedom Equity Group July 2014 - Present
Affordable Insurance Group, LLC August 2012 - Present
MYSELF July 2012 - Present
AMZ Financial Services October 2010 - Present
Federal Financial Group 2015 - 2015
Federal Financial Group 2015 - 2015
ATC Moving Services June 2004 - July 2008
Relocation Services 2002 - 2008
Johnson Storage & Moving 1998 - 2000
Skills
Insurance, Relocation, Health Insurance, Sales, Selling, Residential Homes, Sales Management, Contract Negotiation, Universal Life, Term Life Insurance, Strategic Planning, Whole Life, Negotiation, Disability Insurance, Renters, Life Insurance, Agents, Transportation, Long-term Care
Education
Des Moines Area Community College 1976 — 1978
Accounting
Freedom Equity Group July 2014 - Present
Affordable Insurance Group, LLC August 2012 - Present
MYSELF July 2012 - Present
AMZ Financial Services October 2010 - Present
Federal Financial Group 2015 - 2015
Federal Financial Group 2015 - 2015
ATC Moving Services June 2004 - July 2008
Relocation Services 2002 - 2008
Johnson Storage & Moving 1998 - 2000
Skills
Insurance, Relocation, Health Insurance, Sales, Selling, Residential Homes, Sales Management, Contract Negotiation, Universal Life, Term Life Insurance, Strategic Planning, Whole Life, Negotiation, Disability Insurance, Renters, Life Insurance, Agents, Transportation, Long-term Care
Education
Des Moines Area Community College 1976 — 1978
Accounting
Chuck Small's Freedom Equity Group Experience April 1997 - Present
Job Founder at Freedom Equity Group
Industry Financial Services
Experience
Freedom Equity Group April 1997 - Present
NMA 1998 - 2002
Primerica 1984 - 1998
Skills
Fixed Annuities, Asset Managment, Economics, Insurance, Life Insurance, Financial Services, Strategic Financial..., Investments, Retirement Planning, Retirement, Wealth, Financial Planners, Sales, Online Advertising, Leadership, Term Life Insurance, Lead Generation, Long-term Care, Entrepreneurship, Small Business, Disability Insurance, Health Insurance, Business Planning
Education
Penn State University
University of Maryland European Division
Freedom Equity Group April 1997 - Present
NMA 1998 - 2002
Primerica 1984 - 1998
Skills
Fixed Annuities, Asset Managment, Economics, Insurance, Life Insurance, Financial Services, Strategic Financial..., Investments, Retirement Planning, Retirement, Wealth, Financial Planners, Sales, Online Advertising, Leadership, Term Life Insurance, Lead Generation, Long-term Care, Entrepreneurship, Small Business, Disability Insurance, Health Insurance, Business Planning
Education
Penn State University
University of Maryland European Division
Chris Talison's Freedom Equity Group Experience September 2014 - Present
Job Freedom Equity Group
Industry Insurance
Experience
Freedom Equity Group September 2014 - Present
Legal Shield 2008 - Present
Security Health Advisors June 2010 - January 2012
Malcap Mortgage March 2009 - June 2010
Skills
Insurance, Employee Benefits, Health Insurance, Small Business, Disability Insurance, Life Insurance, Fixed Annuities, Identity Theft, Customer Service, Long-term Care, Leadership, Public Speaking, Management, Retirement, Coaching, Sales, Team Building
Education
Ambassador University
IUPUI
Freedom Equity Group September 2014 - Present
Legal Shield 2008 - Present
Security Health Advisors June 2010 - January 2012
Malcap Mortgage March 2009 - June 2010
Skills
Insurance, Employee Benefits, Health Insurance, Small Business, Disability Insurance, Life Insurance, Fixed Annuities, Identity Theft, Customer Service, Long-term Care, Leadership, Public Speaking, Management, Retirement, Coaching, Sales, Team Building
Education
Ambassador University
IUPUI
Domenic Buonanno's Freedom Equity Group Experience November 2012 - Present
Job Tax Free Retirement | Bus/Commercial Lending | Avoid Financial Devastation | No Market Risk Savings | Living Benefits
Industry Financial Services
Experience
Freedom Equity Group November 2012 - Present
Primerica Financial Services February 2005 - October 2012
VILLA SERENA April 1999 - June 2004
Skills
Fixed Annuities, Retirement Planning, Retirement, Term Life Insurance, Long-term Care, Life Insurance, Financial Planners, Investment Strategies, Financial Services, Estate Planning, Small Business, Investments, Investment Advisory, Strategic Financial..., Insurance, Money, Health Insurance, Business, Sales, Disability Insurance, Business Planning, Employee Benefits, Finance, Tax Free Income, Tax Free Retirement, Client Focused, Problem Solving, Resourceful..., Retirement Savings, Retirement Plan..., Client Counseling, Client Relations Skills, Strategic Communications, Communication Skills, Mobile Phone Industry, Mobile Phone Service, Mobile Phones, Kangen Water, Enagic, Ionized Alkaline Water, Health and Wellness, Financial Industry, Income Opportunity, Entrepreneurship, Wealth Management, Marketing, CRM, Wealth, Mortgage Lending, Long Term Care Insurance
Education
El Camino College 2000 — 2002
Information Technology
Escondido High School
Freedom Equity Group November 2012 - Present
Primerica Financial Services February 2005 - October 2012
VILLA SERENA April 1999 - June 2004
Skills
Fixed Annuities, Retirement Planning, Retirement, Term Life Insurance, Long-term Care, Life Insurance, Financial Planners, Investment Strategies, Financial Services, Estate Planning, Small Business, Investments, Investment Advisory, Strategic Financial..., Insurance, Money, Health Insurance, Business, Sales, Disability Insurance, Business Planning, Employee Benefits, Finance, Tax Free Income, Tax Free Retirement, Client Focused, Problem Solving, Resourceful..., Retirement Savings, Retirement Plan..., Client Counseling, Client Relations Skills, Strategic Communications, Communication Skills, Mobile Phone Industry, Mobile Phone Service, Mobile Phones, Kangen Water, Enagic, Ionized Alkaline Water, Health and Wellness, Financial Industry, Income Opportunity, Entrepreneurship, Wealth Management, Marketing, CRM, Wealth, Mortgage Lending, Long Term Care Insurance
Education
El Camino College 2000 — 2002
Information Technology
Escondido High School
Pauline Githara's Freedom Equity Group Experience January 2012 - Present
Job Financial planner at Freedom Equity Group
Industry Insurance
Experience
Freedom Equity Group January 2012 - Present
COUNTRY ® Financial June 2010 - August 2012
Stowe Electric August 2006 - December 2008
Prairie Radio Communications January 2005 - October 2006
Farmers & Mechanics Bank June 2004 - December 2004
LaSalle National Bank (acquired by Bank of America) May 2001 - May 2003
Ada S. McKinley Foster Care November 1999 - May 2001
Ombi Rubber Industries October 1991 - September 1999
Lonrho Motors Corporation January 1987 - April 1991
Skills
Customer Relations, Advertising, Insurance, Annuities, Marketing Strategy, Customer Service, Financial Planning, Retirement Planning, Banking, Investments, Problem Solving, Excel, Business Planning, Microsoft Office, Sales Management, Fixed Annuities, Business Development, Marketing, Strategic Financial..., Microsoft Excel, Finance, New Business Development, Sales, Team Building, Small Business, Strategic Planning, Leadership, Management, Social Networking, Entrepreneurship, Social Media Marketing, Social Media, Financial Services, Training, Public Speaking
Education
Ranchi University 1995 — 1998
MBA, Accounting and Finance
University of Rajasthan 1991 — 1995
BA, Finance and Marketing
Freedom Equity Group January 2012 - Present
COUNTRY ® Financial June 2010 - August 2012
Stowe Electric August 2006 - December 2008
Prairie Radio Communications January 2005 - October 2006
Farmers & Mechanics Bank June 2004 - December 2004
LaSalle National Bank (acquired by Bank of America) May 2001 - May 2003
Ada S. McKinley Foster Care November 1999 - May 2001
Ombi Rubber Industries October 1991 - September 1999
Lonrho Motors Corporation January 1987 - April 1991
Skills
Customer Relations, Advertising, Insurance, Annuities, Marketing Strategy, Customer Service, Financial Planning, Retirement Planning, Banking, Investments, Problem Solving, Excel, Business Planning, Microsoft Office, Sales Management, Fixed Annuities, Business Development, Marketing, Strategic Financial..., Microsoft Excel, Finance, New Business Development, Sales, Team Building, Small Business, Strategic Planning, Leadership, Management, Social Networking, Entrepreneurship, Social Media Marketing, Social Media, Financial Services, Training, Public Speaking
Education
Ranchi University 1995 — 1998
MBA, Accounting and Finance
University of Rajasthan 1991 — 1995
BA, Finance and Marketing
Julie Hendricks's Freedom Equity Group Experience October 2013 - Present
Job Life Insurance Agent, Division Manager at Freedom Equity Group
Industry Insurance
Experience
Freedom Equity Group October 2013 - Present
Rocky Mountain Realty 2000 - 2012
Education
University of Phoenix
Associate's degree, Psychology
Freedom Equity Group October 2013 - Present
Rocky Mountain Realty 2000 - 2012
Education
University of Phoenix
Associate's degree, Psychology
Erlinda Woodson's Freedom Equity Group Experience December 2013 - Present
Job Independent Marketing Rep at www.5linx.net/L642267
Industry Real Estate
Experience
www.5linx.net/L642267 February 2014 - Present
Freedom Equity Group December 2013 - Present
Advance Wealth Technology December 2010 - Present
World Financial Group (WFG) July 2010 - Present
JKM Financial Services, Lynn Homes and Vacation Rental, The Family Daycare Services, LLC January 2002 - Present
Citinet Mortgage April 2005 - December 2009
Skills
Short Sales, Real Estate, Investment Properties, Sellers, First Time Home Buyers, Foreclosures, Buyer Representation, Single Family Homes, REO, Residential Homes, Condos, Property Management, Investors, Relocation, Listings, New Home Sales, Real Estate Transactions, Rentals, Real Estate Development, Townhomes, Referrals, Leases, Property, Luxury, Childcare, Mortgage Lending, Marketing, Customer Service, Management, Sales, Small Business
Education
University of Maryland University College 1982 — 1983
Columban College - Olongapo City 1979 — 1981
Associate in Secretarial Science, Administrative Assistant and Secretarial Science, General
www.5linx.net/L642267 February 2014 - Present
Freedom Equity Group December 2013 - Present
Advance Wealth Technology December 2010 - Present
World Financial Group (WFG) July 2010 - Present
JKM Financial Services, Lynn Homes and Vacation Rental, The Family Daycare Services, LLC January 2002 - Present
Citinet Mortgage April 2005 - December 2009
Skills
Short Sales, Real Estate, Investment Properties, Sellers, First Time Home Buyers, Foreclosures, Buyer Representation, Single Family Homes, REO, Residential Homes, Condos, Property Management, Investors, Relocation, Listings, New Home Sales, Real Estate Transactions, Rentals, Real Estate Development, Townhomes, Referrals, Leases, Property, Luxury, Childcare, Mortgage Lending, Marketing, Customer Service, Management, Sales, Small Business
Education
University of Maryland University College 1982 — 1983
Columban College - Olongapo City 1979 — 1981
Associate in Secretarial Science, Administrative Assistant and Secretarial Science, General
Dennis Vinson's Freedom Equity Group Experience September 2013 - Present
Job Senior National Vice President Freedom Equity Group
Industry Financial Services
Experience
Freedom Equity Group September 2013 - Present
Fincial Service October 1999 - September 2013
Skills
Investments, Strategic Financial..., New Business Development, Sales Management, Strategic Planning, Negotiation, Team Management, Process Improvement, Market Research, Data Analysis, Team Building, Real Estate, Business Strategy, Business Development, Leadership, Marketing Strategy, Sales, Coaching, Marketing Communications, Advertising
Education
College of Marin
Freedom Equity Group September 2013 - Present
Fincial Service October 1999 - September 2013
Skills
Investments, Strategic Financial..., New Business Development, Sales Management, Strategic Planning, Negotiation, Team Management, Process Improvement, Market Research, Data Analysis, Team Building, Real Estate, Business Strategy, Business Development, Leadership, Marketing Strategy, Sales, Coaching, Marketing Communications, Advertising
Education
College of Marin
JAMES CHACKO's Freedom Equity Group Experience February 2006 - Present
Job Territory Director at Hume Technologies Ltd
Industry Information Technology and Services
Experience
Hume Technologies Ltd July 2010 - Present
Emsyne USA May 2009 - Present
Freedom Equity Group February 2006 - Present
Koch Industries January 2004 - May 2006
UPS January 1999 - December 2003
Skills
New Business Development, Strategic Planning, Customer Acquisition
Education
Macomb Community College 2010 — 2011
Health Information Technology
St Berchmans' College 1985 — 1988
BA, Economics
Hume Technologies Ltd July 2010 - Present
Emsyne USA May 2009 - Present
Freedom Equity Group February 2006 - Present
Koch Industries January 2004 - May 2006
UPS January 1999 - December 2003
Skills
New Business Development, Strategic Planning, Customer Acquisition
Education
Macomb Community College 2010 — 2011
Health Information Technology
St Berchmans' College 1985 — 1988
BA, Economics
Sterling Ing's Freedom Equity Group Experience June 2003 - May 2008
Job Karatbars International
Industry Financial Services
Experience
Kingdom of Hawai`i 2014 - Present
GotXHealth January 2013 - Present
Global Health Care Now October 2012 - Present
Quantum Science Life International November 2010 - Present
Freedom Equity Group June 2003 - May 2008
Self-employed June 1983 - December 1991
Skills
Management, Team Building, Insurance, Strategic Planning, Coaching, Microsoft Office, Financial Analysis, Customer Service, Budgets, Forecasting, Risk Management, Marketing, Business Planning, Mortgage Lending, Banking, Credit
Education
University of Hawaii at Manoa 1966 — 1975
Bachelor of Business Administration (BBA)
Kingdom of Hawai`i 2014 - Present
GotXHealth January 2013 - Present
Global Health Care Now October 2012 - Present
Quantum Science Life International November 2010 - Present
Freedom Equity Group June 2003 - May 2008
Self-employed June 1983 - December 1991
Skills
Management, Team Building, Insurance, Strategic Planning, Coaching, Microsoft Office, Financial Analysis, Customer Service, Budgets, Forecasting, Risk Management, Marketing, Business Planning, Mortgage Lending, Banking, Credit
Education
University of Hawaii at Manoa 1966 — 1975
Bachelor of Business Administration (BBA)
Benjamin Kostecke's Freedom Equity Group Experience 2004 - 2008
Job Consultant
Industry Staffing and Recruiting
Experience
Huff Consulting January 2013 - Present
Freedom Equity Group 2004 - 2008
Freedom Equity Group 2004 - 2008
Freedom Equity Group 2004 - 2008
Skills
Executive Search, Technical Recruiting, Contract Recruitment, Permanent Placement, Screening Resumes, Recruiting, Talent Acquisition, Benefits Negotiation, Temporary Staffing, Sourcing, Internet Recruiting, Staffing Services, Applicant Tracking..., Recruitment Advertising, IT Recruitment
Education
University of Phoenix 2011 — 2013
Associate of Arts and Sciences (AAS), Information Technology
Huff Consulting January 2013 - Present
Freedom Equity Group 2004 - 2008
Freedom Equity Group 2004 - 2008
Freedom Equity Group 2004 - 2008
Skills
Executive Search, Technical Recruiting, Contract Recruitment, Permanent Placement, Screening Resumes, Recruiting, Talent Acquisition, Benefits Negotiation, Temporary Staffing, Sourcing, Internet Recruiting, Staffing Services, Applicant Tracking..., Recruitment Advertising, IT Recruitment
Education
University of Phoenix 2011 — 2013
Associate of Arts and Sciences (AAS), Information Technology
Jason Atamian's Freedom Equity Group Experience May 2014 - Present
Job owner
Industry Construction
Experience
Freedom Equity Group May 2014 - Present
Choice Finishes LLC January 2010 - Present
Skills
Painting, Plastering, Venetian Plaster, Life Insurance, Licensed Life Insurance..., Construction, Financial Education, Living Benefits Life..., Tax Free Retirement, Critial care coverage, AIG, Contractors
Education
University of Hawaii at Manoa 1993 — 1996
Bachelor of Architecture (B.Arch.)
Waialua High School 1989 — 1992
High School Diploma
Freedom Equity Group May 2014 - Present
Choice Finishes LLC January 2010 - Present
Skills
Painting, Plastering, Venetian Plaster, Life Insurance, Licensed Life Insurance..., Construction, Financial Education, Living Benefits Life..., Tax Free Retirement, Critial care coverage, AIG, Contractors
Education
University of Hawaii at Manoa 1993 — 1996
Bachelor of Architecture (B.Arch.)
Waialua High School 1989 — 1992
High School Diploma
Chip Rawson's Freedom Equity Group Experience February 2014 - Present
Job Recruiter and Trainer at Freedom Equity Group
Industry Financial Services
Experience
Freedom Equity Group February 2014 - Present
Skills
Insurance, Life Insurance, Sales, Fixed Annuities, Sales Management, Cold Calling, Retirement, Direct Sales, Sales Process, Entrepreneurship, Small Business, Long-term Care
Education
Southeast Missouri State University 1990 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Jefferson College 1988 — 1990
Associate of Arts (AA), Business Administration and Management, General
Freedom Equity Group February 2014 - Present
Skills
Insurance, Life Insurance, Sales, Fixed Annuities, Sales Management, Cold Calling, Retirement, Direct Sales, Sales Process, Entrepreneurship, Small Business, Long-term Care
Education
Southeast Missouri State University 1990 — 1992
Bachelor of Science (BS), Business Administration and Management, General
Jefferson College 1988 — 1990
Associate of Arts (AA), Business Administration and Management, General