Freedom Financial Group
Industry: Company
DescriptionFounded: 2001 Subsidiary: The Credit Group Inc.
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Freedom Financial Group Employees
American Credit Acceptance August 2011 - July 2013
American Credit Acceptance December 2009 - July 2011
Freedom Financial Group January 2008 - November 2009
Skills
Microsoft Excel, Customer Service, Financial Analysis, Microsoft Word, Microsoft Office, PowerPoint, Credit Analysis, Loans, Strategic Planning, Finance, Banking, Risk Management, Business Analysis, Process Improvement, Portfolio Management, Financial Risk, Call Centers, Leadership, Management, Forecasting, Analysis, Underwriting, Executive Management, Customer Satisfaction, Team Leadership, Insurance, Financial Modeling, Due Diligence, Consumer Lending, Loss Mitigation, Loan Origination
Education
Missouri State University 2004 — 2007
Bachelor of Science (B.S.), Economics
R&M Government Services February 2015 - Present
National Association of Agents February 2014 - December 2014
Howe Insurance Services August 2013 - January 2014
Mortgage Investors Corporation September 2010 - June 2013
Freedom Financial Group April 2005 - February 2007
Skills
Credit, Government Loans, Business Innovation, Business Modeling, Finance, Investment Properties, Government Contracting, Contract Negotiation, Business Development, Credit Analysis, Financial Analysis, Business Relationship..., Project Engineering, New Business Development, Resource Management, Hydrology, Engineering Geology, Minerals, Innovation Development, Sales Management, Insurance, Credit Risk, Cross Selling, Banking, Underwriting, Mortgage Lending, Real Estate, FHA, Mortgage Banking, Reverse Mortgages, Loan Origination, Loans, Refinance, Residential Mortgages, Sales
Education
New Mexico State University 2010 — 2016
BSGS, BSME, Geological Science and Mechanical Engineering, 3.1
Michigan State University 1994 — 1997
Physics, Theoretical and Mathematical Physics
Lansing Community College 1990 — 1993
Transfer to University, Physical Sciences, 4.0
University of Wisconsin Milwaukee August 2014 - Present
Bellin College August 2012 - August 2014
Bellin College April 2011 - August 2012
Freedom Financial Group July 2010 - December 2010
University of Wisconsin - Stevens Point August 2008 - May 2010
St. Norbert College January 2007 - May 2008
Cumulus Broadcasting Company June 2007 - August 2007
St. Norbert College August 2005 - May 2007
Skills
Microsoft Office, Excel, Word, PowerPoint, ResultsPlus, Digital Signage, Microsoft Excel, Microsoft Word, Social Media, Alumni Relations, Communication, Academic Advising, Public Relations, Social Networking, Event Planning, Public Speaking, Editing, Teamwork, Facebook, Healthcare, Community Outreach, Fundraising, Management, Customer Service, Twitter, Instagram, LinkedIn, Pinterest
Education
University of Wisconsin-Milwaukee 2014 — 2018
Doctor of Philosophy (Ph.D.), Communication
University of Wisconsin-Stevens Point 2008 — 2010
Master of Arts, Communication
St. Norbert College 2004 — 2008
Bachelor of the Arts, Communication and Sociology
Children's World Learning Center June 2008 - Present
Freedom Financial Group December 2006 - February 2008
Julian LeCraw & Company March 2001 - November 2006
Skills
Marketing, Advertising, Customer Service, Child Development, Early Childhood..., Real Estate, Social Media Marketing, Contract Negotiation
Education
Minot State University 1999 — 2001
BB&T January 2015 - Present
Freedom Financial Group April 2013 - January 2015
BBVA Compass June 2012 - April 2013
BBVA Compass 2007 - 2012
Skills
Banking, Retail Banking, Cross Selling, Branch Management, Deposits, Branch Banking, Internet Banking, Relationship Management, Core Banking, Credit Cards, Cash Management, Financial Services, Payments, Retirement Planning, Financial Reporting, Market Research, Microsoft Word, Microsoft Excel, Management, Client Development, Marketing, Social Media Marketing, Finance, Sales, CRM, Retail, Customer Retention, Insurance, Life Insurance, New Business Development, Customer Satisfaction, Building Relationships, Sales Presentations, Business Development, Account Management, Leadership, Fixed Annuities, Sales Operations
Education
University of Alabama at Birmingham 2008 — 2013
Bachelor of Science, Marketing
University of Montevallo 2007 — 2007
Insurance Services Group, INC March 2010 - Present
Capital Financial Services, Inc. March 2010 - Present
John Hancock Life Insurance Company (U.S.A.) January 2007 - February 2010
Freedom Financial Group January 2000 - December 2006
Skills
Annuities, Long Term Care, Disability Insurance, Retirement Planning, Mutual Funds, LUTCF, CLU, Fixed Annuities, Term Life Insurance, Long-term Care, Life Insurance, Retirement, IRAs, Insurance, 401k, Long Term Care Insurance, Series 63, Employee Benefits
Education
Iowa State University 1997 — 1999
Bachelor of Science, Agricultural Business
University of Dubuque 1995 — 1997
UAB Department of Physics 2012 - Present
UAB School of Dentistry 2012 - 2013
Freedom Financial Group December 2011 - May 2012
Publisher, Promotion and Fulfillment (PPF), a division of EBSCO Industries, Inc. 2007 - 2011
Motion Industries 2004 - 2007
High Cotton USA 2003 - 2004
Cahaba Girl Scout Council 1999 - 2003
Cahaba Girl Scout Council 1994 - 1999
Prudential Financial Services 1991 - 1993
Jefferson Federal Savings and Loan Association 1987 - 1991
Skills
Direct Mail, Press Releases, Newsletters, Advertising, Email Marketing, Publications, Media Relations, Public Relations, Event Planning, Marketing, SEO, Budgets, Event Management, Public Speaking, Sales, Training, Editing, Social Media, Direct Marketing, Social Media Marketing
Education
American Institute of Banking-Jefferson State University
Finance; General Banking, Consumer and Commercial Lending Diplomas
University of Alabama at Birmingham
Major - Business Management; Minors - Music and Psychology
The Fraser Financial Group LLP October 2013 - Present
Patti's Way Chartiable Foundation January 2010 - Present
Single Family Office January 2012 - August 2013
LAPD Hollenbeck PAL 2011 - 2013
The Fraser Financial Group LLP June 2010 - January 2012
MetLife Financial Services January 2007 - July 2009
Freedom Financial Group July 2004 - December 2006
AXA Advisors September 1997 - July 2004
Skills
Retirement Planning, Estate Planning, Investments, Finance, Life Insurance, Personal Financial..., Training, Family Office, Sales Management, Operations Management, Team Management, Consultative Selling..., Creative Problem Solving, Client Relations Skills, Team Leadership, Grasp New Concepts..., Financial Services, Small Business, Management, Sales, Fixed Annuities, Retirement, Insurance, Leadership, Strategic Planning
Education
University of Florida 1973 — 1977
B.S., Business Management
Freedom Financial Group March 2013 - Present
Proventix March 2012 - March 2013
Ellison & Ellison P.C. January 2008 - July 2008
Skills
PowerPoint, Business Development, Sales Process, Microsoft CRM, Excel, Microsoft Office, Word, Event Planning, Access, Social Media, Microsoft Excel, Microsoft Word, CRM, Sales, Healthcare, Account Management, Sales Management, Public Speaking, Social Networking, Customer Service, Marketing, Leadership
Education
Auburn University 2008 — 2011
Communication Disorders
Freedom Financial Group January 2015 - Present
National Centers for Pain Management and Research August 2013 - January 2015
National Centers for Pain Management and Research January 2013 - July 2013
National Centers for Pain Management and Research May 2012 - December 2012
Department of Veterans Affairs January 2012 - May 2012
State Farm Insurance June 2006 - December 2008
Skills
Healthcare, Healthcare Management, Medical Terminology, Customer Satisfaction, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Outlook, Marketing, Patient Safety, Teamwork, Time Management, Event Planning, Management, CPT, Health Insurance
Education
University of Alabama 2008 — 2012
Commerce and Business Admininstration, Management and Health Care Management
Lynchburg College 2010 - Present
The Babcock & Wilcox Company 2008 - 2010
Freedom Financial Group 2005 - 2010
Skills
Web Content, Editing, Public Relations, Management, Social Networking, Leadership, Social Media, Microsoft Office, Branding & Identity, Marketing Communications, Web Content Management, Digital Media, Blogging, Relationship Management, Strategic Communications, Cross-platform..., Project Management, Digital Marketing, User Experience Design, Digital Strategy, Brand Development, Corporate Communications, Research, Event Planning, Facebook, Web Content Production, WordPress
Education
Liberty University
Bachelor of Science (BS)
Lynchburg College
Coursework toward BA in Spanish
SAFCo - Southern Auto Finance Company May 2015 - Present
American Credit Acceptance December 2009 - April 2015
Freedom Financial Group December 2007 - December 2009
Wells Fargo August 1999 - December 2007
American General Financial Group September 1991 - August 1999
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2002
MBA, Business Administration
Augustana College 1986 — 1990
BA, Business Administration
Project Management Institute April 2008 - Present
Thomson Reuters (formerly Thomson Scientific) August 2003 - April 2008
Freedom Financial Group January 2003 - July 2003
The Scientist Magazine June 1997 - December 2002
Skills
Business Development, Strategic Planning, Leadership, CRM, Strategy, Project Management, Marketing Strategy, Sales Presentations, Sales Operations, Market Research, Management, Business Intelligence, Salesforce.com, Marketing, New Business Development, Competitive Intelligence, Product Management
Education
Villanova University 2014 — 2014
Master Certificate, Business Intelligence
Drexel University, College of Information Science & Technology 2004 — 2005
Graduate Certificate, Competitive Intelligence
Temple University - Fox School of Business and Management 1997 — 2001
MBA, Finance
Richard Stockton College of New Jersey
Graduated in the Fall of 1995, BA in Philosophy