Futurity First
Description
Address: 101 Centerpoint Drive #208, Middletown, CT 06457 Hours: Closed ⋅ Opens 8:30AM Mon SaturdayClosedSundayClosedMonday8:30AM–5PMTuesday8:30AM–5PMWednesday8:30AM–5PMThursday8:30AM–5PMFriday8:30AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (800) 298-2181: : : Category: Website: : : Place name: : Website: http://www.futurityfirst.com/Default_copy1.aspx Category: Corporate office Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Futurity First Posting publicly on the Web Write a review Reviews Be the first to review
Futurity First List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Futurity First. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Futurity First Employees
Employee
Years
Job
Industry
Frances Browning Frances Browning's Futurity First Experience April 2014 - Present
Job Recruiter at Futurity First
Industry Insurance
Experience
Futurity First April 2014 - Present
Harris Co. MUD #120 May 1994 - Present
Colonial Life Insurance March 2013 - April 2014
Colonial Life Insurance September 2011 - March 2013
Colonial Life Insurance April 2011 - September 2011
Aflac November 2010 - April 2011
Skills
Customer Service, Employee Benefits, Recruiting, Disability Insurance, Medicare, Universal Life, Whole Life, Retirement Planning, Sales, Term Life Insurance, Critical Illness, Fixed Annuities, Brokers
Education
Houston Community College 1990 — 1991
Accounting
Houston Community College
Accounting
Futurity First April 2014 - Present
Harris Co. MUD #120 May 1994 - Present
Colonial Life Insurance March 2013 - April 2014
Colonial Life Insurance September 2011 - March 2013
Colonial Life Insurance April 2011 - September 2011
Aflac November 2010 - April 2011
Skills
Customer Service, Employee Benefits, Recruiting, Disability Insurance, Medicare, Universal Life, Whole Life, Retirement Planning, Sales, Term Life Insurance, Critical Illness, Fixed Annuities, Brokers
Education
Houston Community College 1990 — 1991
Accounting
Houston Community College
Accounting
Michael Kalen Michael Kalen's Futurity First Experience January 2010 - Present
Job CEO at Futurity First Financial Corporation
Industry Financial Services
Experience
Futurity First January 2010 - Present
Life Happens, a nonprofit organization January 2009 - Present
American College January 2005 - Present
Aquiline Capital Management October 2009 - January 2010
The Hartford April 2003 - October 2009
The Hartford January 2007 - October 2008
Hartford Life April 2003 - January 2007
Prudential Financial June 1982 - April 2003
Skills
Insurance, Investments, Mergers & Acquisitions, Executive Management, Life Insurance, Wealth Management, Financial Services, Risk Management, Business Development, Strategic Planning, Distribution Systems, Estate Planning, Retirement Planning, Series 7, Series 63, Retirement, Personal Financial..., Leadership, Financial Advisory, Business Planning, Financial Planners, Sales Management, Management, Pensions, Strategic Financial..., Term Life Insurance, Whole Life, IRAs, 401k, Fixed Annuities, Mutual Funds, Disability Insurance, Long Term Care Insurance, Finance
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
The American College 1984 — 1992
CLU and ChFC, Insurance and Financial Planning
FINRA 1990 — 1990
Series 7, 24, 9 and 10, Registered Principal
University of Delaware 1978 — 1982
Bachelor of Science (BS), Business Administration
Futurity First January 2010 - Present
Life Happens, a nonprofit organization January 2009 - Present
American College January 2005 - Present
Aquiline Capital Management October 2009 - January 2010
The Hartford April 2003 - October 2009
The Hartford January 2007 - October 2008
Hartford Life April 2003 - January 2007
Prudential Financial June 1982 - April 2003
Skills
Insurance, Investments, Mergers & Acquisitions, Executive Management, Life Insurance, Wealth Management, Financial Services, Risk Management, Business Development, Strategic Planning, Distribution Systems, Estate Planning, Retirement Planning, Series 7, Series 63, Retirement, Personal Financial..., Leadership, Financial Advisory, Business Planning, Financial Planners, Sales Management, Management, Pensions, Strategic Financial..., Term Life Insurance, Whole Life, IRAs, 401k, Fixed Annuities, Mutual Funds, Disability Insurance, Long Term Care Insurance, Finance
Education
Columbia University - Columbia Business School 1991 — 1993
MBA, Finance
The American College 1984 — 1992
CLU and ChFC, Insurance and Financial Planning
FINRA 1990 — 1990
Series 7, 24, 9 and 10, Registered Principal
University of Delaware 1978 — 1982
Bachelor of Science (BS), Business Administration
Michael Hixson Michael Hixson's Futurity First Experience May 2014 - Present
Job Futurity First Agent
Industry Insurance
Experience
Futurity First May 2014 - Present
Epic Charter Schools 2011 - 2014
Skills
Insurance, Cafeteria Plans, Disability Insurance, Accident, Health Insurance, Term Life Insurance, Whole Life, Critical Illness, Employee Benefits, Life Insurance, Flexible Spending..., Claim, Accident Insurance, Brokers, Dentistry, Health Savings Accounts, Medicare, Retirement, FSA, Health Care Reform, Vision Insurance, Voluntary Employee..., Small Business, Group Medical, Section 125 Plans, Financial Planners, General Insurance
Education
Northeastern State University 1988 — 1992
Bachelor's of Science, Science Education
Futurity First May 2014 - Present
Epic Charter Schools 2011 - 2014
Skills
Insurance, Cafeteria Plans, Disability Insurance, Accident, Health Insurance, Term Life Insurance, Whole Life, Critical Illness, Employee Benefits, Life Insurance, Flexible Spending..., Claim, Accident Insurance, Brokers, Dentistry, Health Savings Accounts, Medicare, Retirement, FSA, Health Care Reform, Vision Insurance, Voluntary Employee..., Small Business, Group Medical, Section 125 Plans, Financial Planners, General Insurance
Education
Northeastern State University 1988 — 1992
Bachelor's of Science, Science Education
Al Cohn, CRPC® Al Cohn, CRPC®'s Futurity First Experience November 2014 - Present
Job Retirement Income Director at Futurity First
Industry Financial Services
Experience
Futurity First November 2014 - Present
New York Life & MainStay Investments April 2000 - December 2013
Lincoln Financial Group December 1984 - January 1997
Education
College for Financial Planning 2014 — 2015
CRPC®, Chartered Retirement Planning CounselorSM, Retirement Planning
University of Maryland College Park 1975 — 1977
Bachelor’s Degree, Special Education and Teaching
Futurity First November 2014 - Present
New York Life & MainStay Investments April 2000 - December 2013
Lincoln Financial Group December 1984 - January 1997
Education
College for Financial Planning 2014 — 2015
CRPC®, Chartered Retirement Planning CounselorSM, Retirement Planning
University of Maryland College Park 1975 — 1977
Bachelor’s Degree, Special Education and Teaching
Cheryl Baumgarten Cheryl Baumgarten's Futurity First Experience July 2015 - Present
Job Long Term Care Specialist at Futurity FIrst
Industry Insurance
Experience
Futurity FIrst July 2015 - Present
Genworth Financial Retail Agent March 2012 - June 2015
State Farm April 1999 - December 2011
State Farm Insurance April 1999 - December 2011
Skills
Customer Service, Research, Microsoft Office, Microsoft Word, Windows, Microsoft Excel, English, Long Term Care Insurance, Life and Health..., Teaching, Outlook, Proberty Casualty..., Insurance, Health Insurance, Long-term Care, Retirement, Public Speaking, Small Business, Term Life Insurance, Team Building, Sales
Education
San Diego State University-California State University
Futurity FIrst July 2015 - Present
Genworth Financial Retail Agent March 2012 - June 2015
State Farm April 1999 - December 2011
State Farm Insurance April 1999 - December 2011
Skills
Customer Service, Research, Microsoft Office, Microsoft Word, Windows, Microsoft Excel, English, Long Term Care Insurance, Life and Health..., Teaching, Outlook, Proberty Casualty..., Insurance, Health Insurance, Long-term Care, Retirement, Public Speaking, Small Business, Term Life Insurance, Team Building, Sales
Education
San Diego State University-California State University
Kasra Kaz Khoramabadi Kasra Kaz Khoramabadi's Futurity First Experience November 2014 - Present
Job Investment Consultant MDRT
Industry Financial Services
Experience
Futurity First November 2014 - Present
New England Financial July 2012 - April 2013
Skills
Investments, Sales, Retirement Planning, Leadership, Financial Planning, Microsoft Office, Insurance, Life Insurance, Financial Services, Fixed Annuities
Education
American InterContinental University
Futurity First November 2014 - Present
New England Financial July 2012 - April 2013
Skills
Investments, Sales, Retirement Planning, Leadership, Financial Planning, Microsoft Office, Insurance, Life Insurance, Financial Services, Fixed Annuities
Education
American InterContinental University
Jerry Fischer Jerry Fischer's Futurity First Experience December 2014 - Present
Job Insurance Advisor at Furturity First Insurance Group
Industry Insurance
Experience
Futurity First December 2014 - Present
Furturity First Insurance Group December 2014 - Present
New York Life Insurance Company December 2010 - December 2014
Combined Insurance Company January 2009 - September 2010
Charter Media January 2005 - August 2008
Skills
Insurance, Life Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Sales, Long-term Care, Customer Service, Fixed Annuities, Team Building, Public Speaking, Sales Management, Account Management, Public Relations, Coaching, Employee Benefits, Social Media, Problem Solving, Strategic Planning, Marketing Strategy, Budgets, Microsoft Office, Microsoft Excel, Life Insurance, LTC, Listener, Event Planning, New Business Development, Small Business, Licensed Life Insurance..., Protection..., Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
Pacific University 1983 — 1987
BA, Telecommunications
Hidden Valley High School, Oregon 1979 — 1982
Futurity First December 2014 - Present
Furturity First Insurance Group December 2014 - Present
New York Life Insurance Company December 2010 - December 2014
Combined Insurance Company January 2009 - September 2010
Charter Media January 2005 - August 2008
Skills
Insurance, Life Insurance, Retirement Planning, Term Life Insurance, Disability Insurance, Sales, Long-term Care, Customer Service, Fixed Annuities, Team Building, Public Speaking, Sales Management, Account Management, Public Relations, Coaching, Employee Benefits, Social Media, Problem Solving, Strategic Planning, Marketing Strategy, Budgets, Microsoft Office, Microsoft Excel, Life Insurance, LTC, Listener, Event Planning, New Business Development, Small Business, Licensed Life Insurance..., Protection..., Succession Planning, Thought Leadership, Time Management, Wealth Preservation...
Education
Pacific University 1983 — 1987
BA, Telecommunications
Hidden Valley High School, Oregon 1979 — 1982
Linda Clarkson's Futurity First Experience July 2013 - Present
Job Advisor
Industry Higher Education
Experience
Futurity First July 2013 - Present
Big Town Hero 2012 - Present
Southern Oregon University June 2010 - July 2012
Jeff Scroggin Campaign 2012 - 2012
Skills
Licensed in Sell Life..., Journalism, Feature Articles, Public Speaking, Budgets, Facebook, Newsletters, Creative Writing, Strategic Communications, CSS, PHP, Social Networking, Fundraising, Grant Writing, Non-profits, Crisis Communications, Photoshop, Social Media, Blogging, Higher Education, Editing, Copy Editing, Photography, Community Outreach, Corporate Communications, Public Relations, Event Planning, Marketing Communications, Press Releases, Nonprofits, Media Relations, Publishing, Research, Social Media Marketing, WordPress, Marketing, Volunteer Management, Advertising, Event Management, Adobe Creative Suite, Web Design, Graphic Design, Online Advertising, Grants, Program Development
Education
University of Phoenix 1997 — 1999
MBA, Marketing, 3.97
University of Nebraska at Kearney
Bachelor's degree, Journalism, 3.2
Futurity First July 2013 - Present
Big Town Hero 2012 - Present
Southern Oregon University June 2010 - July 2012
Jeff Scroggin Campaign 2012 - 2012
Skills
Licensed in Sell Life..., Journalism, Feature Articles, Public Speaking, Budgets, Facebook, Newsletters, Creative Writing, Strategic Communications, CSS, PHP, Social Networking, Fundraising, Grant Writing, Non-profits, Crisis Communications, Photoshop, Social Media, Blogging, Higher Education, Editing, Copy Editing, Photography, Community Outreach, Corporate Communications, Public Relations, Event Planning, Marketing Communications, Press Releases, Nonprofits, Media Relations, Publishing, Research, Social Media Marketing, WordPress, Marketing, Volunteer Management, Advertising, Event Management, Adobe Creative Suite, Web Design, Graphic Design, Online Advertising, Grants, Program Development
Education
University of Phoenix 1997 — 1999
MBA, Marketing, 3.97
University of Nebraska at Kearney
Bachelor's degree, Journalism, 3.2
Tom Hinson Tom Hinson's Futurity First Experience July 2011 - Present
Job Managing Director at Futurity First
Industry Insurance
Experience
FUTURITY FIRST July 2011 - Present
Hinson Group,Inc. January 1999 - Present
Skills
Fixed Annuities, Disability Insurance, Insurance, Health Insurance, Life Insurance, Sales, Long-term Care, Employee Benefits, Term Life Insurance, Recruiting, Retirement Planning, Retirement, Medicare, Critical Illness, Financial Services, Long Term Care Insurance, Property & Casualty..., Whole Life
Education
University of Central Florida
FUTURITY FIRST July 2011 - Present
Hinson Group,Inc. January 1999 - Present
Skills
Fixed Annuities, Disability Insurance, Insurance, Health Insurance, Life Insurance, Sales, Long-term Care, Employee Benefits, Term Life Insurance, Recruiting, Retirement Planning, Retirement, Medicare, Critical Illness, Financial Services, Long Term Care Insurance, Property & Casualty..., Whole Life
Education
University of Central Florida
Brian Cichy Brian Cichy's Futurity First Experience April 2014 - Present
Job Insurance Advisor at Futurity First
Industry Financial Services
Experience
Futurity First April 2014 - Present
MetLife October 2010 - December 2013
World Financial Group (WFG) April 1999 - October 2010
Midwest Certified Insurance Agency August 1996 - September 2004
United States Marine Corps December 1994 - December 2002
Skills
Insurance, Marketing Strategy, Investments, Fixed Annuities, Securities, Financial Services, Health Insurance, Small Business, Term Life Insurance, FINRA, Disability Insurance, Finance, Life Insurance, Retirement, Retirement Planning, Leadership
Education
Northern Illinois University 1994 — 1996
B.S., Marketing
Oakton Community College 1991 — 1993
A.A., Business Administration and Management
Maine East High School 1988 — 1991
Futurity First April 2014 - Present
MetLife October 2010 - December 2013
World Financial Group (WFG) April 1999 - October 2010
Midwest Certified Insurance Agency August 1996 - September 2004
United States Marine Corps December 1994 - December 2002
Skills
Insurance, Marketing Strategy, Investments, Fixed Annuities, Securities, Financial Services, Health Insurance, Small Business, Term Life Insurance, FINRA, Disability Insurance, Finance, Life Insurance, Retirement, Retirement Planning, Leadership
Education
Northern Illinois University 1994 — 1996
B.S., Marketing
Oakton Community College 1991 — 1993
A.A., Business Administration and Management
Maine East High School 1988 — 1991
Tony Ackerman Tony Ackerman's Futurity First Experience November 2012 - Present
Job Financial Advisor at FUTURITY FIRST
Industry Financial Services
Experience
FUTURITY FIRST November 2012 - Present
Education
Rice University 1980 — 1982
BA, Economics, Management
Memorial High School 1972 — 1976
FUTURITY FIRST November 2012 - Present
Education
Rice University 1980 — 1982
BA, Economics, Management
Memorial High School 1972 — 1976
Dennis Fox's Futurity First Experience May 2014 - June 2015
Job Insurance Advisor at The Assurance Grouop
Industry Insurance
Experience
Futurity First May 2014 - June 2015
Self-employed May 2013 - May 2014
Aflac 2002 - 2013
Skills
New Business Development, Key Account Management, Life Insurance, Health Insurance, Disability Insurance, Employee Benefits, Voluntary Employee..., Self Funding, Flexible Spending..., Personal Development, COBRA, Marketing, Sales, Benefits Administration, Open Enrollment, Health Savings Accounts, FMLA, Self-funded, Insurance, Long Term Care Insurance, Customer Service, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1988 — 1992
CEBS, Employee Benefits
The American College 1979 — 1984
CLU, ChFC
Rutgers College 1973 — 1975
Bachelor of Arts (B.A.), Psychology
Futurity First May 2014 - June 2015
Self-employed May 2013 - May 2014
Aflac 2002 - 2013
Skills
New Business Development, Key Account Management, Life Insurance, Health Insurance, Disability Insurance, Employee Benefits, Voluntary Employee..., Self Funding, Flexible Spending..., Personal Development, COBRA, Marketing, Sales, Benefits Administration, Open Enrollment, Health Savings Accounts, FMLA, Self-funded, Insurance, Long Term Care Insurance, Customer Service, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1988 — 1992
CEBS, Employee Benefits
The American College 1979 — 1984
CLU, ChFC
Rutgers College 1973 — 1975
Bachelor of Arts (B.A.), Psychology
Naveed Chaudhry Naveed Chaudhry's Futurity First Experience January 2015 - August 2015
Job Director, IT and Business Solutions at Futurity First
Industry Insurance
Experience
Futurity First January 2015 - August 2015
Futurity First September 2012 - January 2015
CalTrend Automotive Products June 2010 - July 2012
Skills
Insurance, SDLC, Business Analysis, Health Insurance, Requirements Gathering, Medicare, Process Improvement, Software Documentation, Vendor Management, Windows Server, Analysis, Active Directory, Project Management, Employee Benefits, VMware, Integration, Databases, Troubleshooting, Access, T-SQL, SSRS, ETL, SQL, SSIS
Education
The University of Connecticut School of Business 2006 — 2010
Bachelor of Science (B.S.), Business and Technology
Enfield High School 2002 — 2006
Futurity First January 2015 - August 2015
Futurity First September 2012 - January 2015
CalTrend Automotive Products June 2010 - July 2012
Skills
Insurance, SDLC, Business Analysis, Health Insurance, Requirements Gathering, Medicare, Process Improvement, Software Documentation, Vendor Management, Windows Server, Analysis, Active Directory, Project Management, Employee Benefits, VMware, Integration, Databases, Troubleshooting, Access, T-SQL, SSRS, ETL, SQL, SSIS
Education
The University of Connecticut School of Business 2006 — 2010
Bachelor of Science (B.S.), Business and Technology
Enfield High School 2002 — 2006
Fludjon Premto Fludjon Premto's Futurity First Experience June 2014 - April 2015
Job Senior Financial Reporting Associate at Prudential Financial
Industry Accounting
Experience
Prudential Financial May 2015 - Present
Futurity First June 2014 - April 2015
Law Offices Howard Lee Schiff December 2012 - June 2014
Metro Entertainment February 2012 - December 2012
New England Institute of Art January 2011 - February 2012
Skills
Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Payroll, Auditing, PowerPoint, Access, PeopleSoft, Budgets, Finance, Data Entry, Customer Service, Time Management, Accounts Receivable, Accounts Payable, QuickBooks, Journal Entries, Bank Reconciliation, Accruals, Great Plains Software, US GAAP
Education
Western New England University 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Eastern Connecticut State University 2007 — 2009
Bachelor of Science (B.S), Accounting
Prudential Financial May 2015 - Present
Futurity First June 2014 - April 2015
Law Offices Howard Lee Schiff December 2012 - June 2014
Metro Entertainment February 2012 - December 2012
New England Institute of Art January 2011 - February 2012
Skills
Microsoft Excel, Outlook, Microsoft Office, Microsoft Word, Payroll, Auditing, PowerPoint, Access, PeopleSoft, Budgets, Finance, Data Entry, Customer Service, Time Management, Accounts Receivable, Accounts Payable, QuickBooks, Journal Entries, Bank Reconciliation, Accruals, Great Plains Software, US GAAP
Education
Western New England University 2015 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
Eastern Connecticut State University 2007 — 2009
Bachelor of Science (B.S), Accounting
Abel D. Mendez's Futurity First Experience September 2014 - November 2014
Job Senior System Analyst at Hartford Steam Boiler
Industry Information Technology and Services
Experience
Hartford Steam Boiler November 2014 - Present
Futurity First September 2014 - November 2014
EverNet Consulting, LLC and Computer Care Center May 2014 - September 2014
Hartford Steam Boiler August 2011 - December 2013
Skills
Active Directory, System Administration, Technical Support, Software Documentation, Troubleshooting, Windows Server, Hardware, Operating Systems, PACS, System Deployment, Microsoft Exchange, SCCM, ITIL, RIS, System Testing, Microsoft Office, Office 2010, System Design, SDLC, Agile Methodologies, Waterfall
Education
University of Phoenix 2013 — 2016
Bachelor of Arts (B.A.), Computer Science IT Security
University of Phoenix 2011 — 2013
Associates of Arts, Information Technoloy Networking, 3.54
Porter and Chester Institute 2009 — 2010
Computer Networking, Computer and Information Sciences, General, 3.6
Hartford Steam Boiler November 2014 - Present
Futurity First September 2014 - November 2014
EverNet Consulting, LLC and Computer Care Center May 2014 - September 2014
Hartford Steam Boiler August 2011 - December 2013
Skills
Active Directory, System Administration, Technical Support, Software Documentation, Troubleshooting, Windows Server, Hardware, Operating Systems, PACS, System Deployment, Microsoft Exchange, SCCM, ITIL, RIS, System Testing, Microsoft Office, Office 2010, System Design, SDLC, Agile Methodologies, Waterfall
Education
University of Phoenix 2013 — 2016
Bachelor of Arts (B.A.), Computer Science IT Security
University of Phoenix 2011 — 2013
Associates of Arts, Information Technoloy Networking, 3.54
Porter and Chester Institute 2009 — 2010
Computer Networking, Computer and Information Sciences, General, 3.6
Gordon Pendarvis Gordon Pendarvis's Futurity First Experience October 2008 - August 2009
Job Branch leader at AmeriLife & Health Services
Industry Insurance
Experience
AmeriLife & Health Services July 2015 - Present
AmeriLife & Health Services May 2015 - July 2015
Combined Insurance April 2013 - April 2015
Rutherford county republican party 2004 - 2014
Rutherford county republican party 2004 - 2014
Norris Medical Management September 2009 - March 2013
Recreation Culture Heritage Committee 2004 - 2010
Futurity First October 2008 - August 2009
United American Insurance 2007 - 2008
Capital Keystone 2006 - 2008
Skills
Medicare Supplements, Health, Long Term Care, Insurance, Theatrical producer,..., Life Insurance, Long-term Care, Medicare, Health Insurance, Medicare Part D, Customer Service, Long Term Care Insurance, Employee Benefits, Small Business, Underwriting, Public Speaking, Fixed Annuities, Disability Insurance, Commercial Insurance, Selling, Property & Casualty..., Whole Life, Management, Brokers, Sales, Customer Retention, Team Building, Direct Sales, Fundraising, Sales Management, Leadership, Term Life Insurance, Marketing, Account Management, Coaching, Training, Nonprofits, Universal Life, New Business Development, Customer Satisfaction, Accident, Critical Illness
Education
Gardner-Webb University 1976 — 1979
BS, Business Adminstration
AmeriLife & Health Services July 2015 - Present
AmeriLife & Health Services May 2015 - July 2015
Combined Insurance April 2013 - April 2015
Rutherford county republican party 2004 - 2014
Rutherford county republican party 2004 - 2014
Norris Medical Management September 2009 - March 2013
Recreation Culture Heritage Committee 2004 - 2010
Futurity First October 2008 - August 2009
United American Insurance 2007 - 2008
Capital Keystone 2006 - 2008
Skills
Medicare Supplements, Health, Long Term Care, Insurance, Theatrical producer,..., Life Insurance, Long-term Care, Medicare, Health Insurance, Medicare Part D, Customer Service, Long Term Care Insurance, Employee Benefits, Small Business, Underwriting, Public Speaking, Fixed Annuities, Disability Insurance, Commercial Insurance, Selling, Property & Casualty..., Whole Life, Management, Brokers, Sales, Customer Retention, Team Building, Direct Sales, Fundraising, Sales Management, Leadership, Term Life Insurance, Marketing, Account Management, Coaching, Training, Nonprofits, Universal Life, New Business Development, Customer Satisfaction, Accident, Critical Illness
Education
Gardner-Webb University 1976 — 1979
BS, Business Adminstration
Jennifer Morello Jennifer Morello's Futurity First Experience December 2013 - July 2015
Job Case Manager
Industry Insurance
Experience
Futurity First December 2013 - July 2015
AIG September 1998 - September 2013
United States District Attorneys office July 1997 - September 1998
Skills
Insurance, Customer Service, Administrative..., Data Entry, Microsoft Word, Lotus Notes
Education
University of Houston-Downtown 2008 — 2010
Bachelor of Science - Interdisciplinary Studies
Futurity First December 2013 - July 2015
AIG September 1998 - September 2013
United States District Attorneys office July 1997 - September 1998
Skills
Insurance, Customer Service, Administrative..., Data Entry, Microsoft Word, Lotus Notes
Education
University of Houston-Downtown 2008 — 2010
Bachelor of Science - Interdisciplinary Studies
Ken Ostrout, MBA, MSA's Futurity First Experience February 2011 - Present
Job Senior Business Analyst at Futurity First
Industry Insurance
Experience
Futurity First February 2011 - Present
Accountemps September 2010 - November 2010
TD Bank April 2010 - September 2010
Schmitt Sussman Enterprises September 2008 - April 2010
Skills
Financial Analysis, Insurance, Fixed Annuities, Life Insurance, Retirement Planning, Accounting, Analysis, Strategic Financial..., Series 6, Business Analysis, Sales Management, Asset Management, Analytics, Financial Services, Investments, 401k, Series 7, Mutual Funds, Long-term Care, Underwriting, Information Technology, Chemistry, Chemical Engineering, Physics, Calculus, Microsoft Office, Internal Audit, Employee Benefits, Retirement, Sales, Disability Insurance, Health Insurance, Risk Management, Process Improvement, Securities, Long Term Care Insurance, Financial Planners, Estate Planning, Series 63, Term Life Insurance, Financial Advisory, IRAs, Sales Reporting, Data Modeling, Financial Reporting, Project Management
Education
University of Phoenix-Fairfield County Campus 2011 — 2012
Master of Business Administration (MBA), Accounting, 3.85
University of Phoenix 2009 — 2010
Master of Science (M.S.), Accountancy, 3.92
Mitchell College 2005 — 2007
Bachelor of Science, Business Administration, 3.3
Mitchell College 1999 — 2002
Assoicate of Science, Engineering, 3.05
Futurity First February 2011 - Present
Accountemps September 2010 - November 2010
TD Bank April 2010 - September 2010
Schmitt Sussman Enterprises September 2008 - April 2010
Skills
Financial Analysis, Insurance, Fixed Annuities, Life Insurance, Retirement Planning, Accounting, Analysis, Strategic Financial..., Series 6, Business Analysis, Sales Management, Asset Management, Analytics, Financial Services, Investments, 401k, Series 7, Mutual Funds, Long-term Care, Underwriting, Information Technology, Chemistry, Chemical Engineering, Physics, Calculus, Microsoft Office, Internal Audit, Employee Benefits, Retirement, Sales, Disability Insurance, Health Insurance, Risk Management, Process Improvement, Securities, Long Term Care Insurance, Financial Planners, Estate Planning, Series 63, Term Life Insurance, Financial Advisory, IRAs, Sales Reporting, Data Modeling, Financial Reporting, Project Management
Education
University of Phoenix-Fairfield County Campus 2011 — 2012
Master of Business Administration (MBA), Accounting, 3.85
University of Phoenix 2009 — 2010
Master of Science (M.S.), Accountancy, 3.92
Mitchell College 2005 — 2007
Bachelor of Science, Business Administration, 3.3
Mitchell College 1999 — 2002
Assoicate of Science, Engineering, 3.05
Danielle Huppke Danielle Huppke's Futurity First Experience October 2014 - Present
Job Digital Marketing Manager at Futurity First
Industry Public Relations and Communications
Experience
Futurity First October 2014 - Present
Easter Seals Capital Region & Eastern Connecticut, Inc. December 2012 - October 2014
Wadsworth Atheneum Museum of Art June 2012 - January 2014
Wadsworth Atheneum Museum of Art September 2012 - December 2012
Hartford Stage July 2012 - December 2012
Wadsworth Atheneum Museum of Art January 2012 - August 2012
The Informer - University of Hartford Student Newspaper May 2011 - May 2012
Forestburgh Playhouse May 2011 - September 2011
The Informer May 2010 - May 2011
The Informer January 2010 - May 2010
Skills
Adobe Creative Suite, WordPress, Art History, Social Media Marketing, Editorial Writing, Advertising Sales, Copy Editing, Blogging, Microsoft Office, Journalism, Public Speaking, Management, Social Media, Media Relations
Education
University of Hartford 2008 — 2012
Bachelor of Arts (B.A.), Communication - Public Relations & Advertising, Media & Journalism
Tri-Valley Central School 2004 — 2008
Futurity First October 2014 - Present
Easter Seals Capital Region & Eastern Connecticut, Inc. December 2012 - October 2014
Wadsworth Atheneum Museum of Art June 2012 - January 2014
Wadsworth Atheneum Museum of Art September 2012 - December 2012
Hartford Stage July 2012 - December 2012
Wadsworth Atheneum Museum of Art January 2012 - August 2012
The Informer - University of Hartford Student Newspaper May 2011 - May 2012
Forestburgh Playhouse May 2011 - September 2011
The Informer May 2010 - May 2011
The Informer January 2010 - May 2010
Skills
Adobe Creative Suite, WordPress, Art History, Social Media Marketing, Editorial Writing, Advertising Sales, Copy Editing, Blogging, Microsoft Office, Journalism, Public Speaking, Management, Social Media, Media Relations
Education
University of Hartford 2008 — 2012
Bachelor of Arts (B.A.), Communication - Public Relations & Advertising, Media & Journalism
Tri-Valley Central School 2004 — 2008
Andrew Erwin's Futurity First Experience May 2015 - Present
Job Project Manager at Futurity First
Industry Telecommunications
Experience
Futurity First May 2015 - Present
Document technologies of arizona December 2014 - May 2015
Cox Communication March 2014 - September 2014
Moonshine Whiskey Bar May 2013 - January 2014
Skills
Customer Service, Public Speaking, Leadership, Strategic Planning, Social Media, Sales, Marketing, Team Leadership, Team Building, Teaching
Education
Arizona State University
Futurity First May 2015 - Present
Document technologies of arizona December 2014 - May 2015
Cox Communication March 2014 - September 2014
Moonshine Whiskey Bar May 2013 - January 2014
Skills
Customer Service, Public Speaking, Leadership, Strategic Planning, Social Media, Sales, Marketing, Team Leadership, Team Building, Teaching
Education
Arizona State University
Maria (Hydo) Sodemann Maria (Hydo) Sodemann's Futurity First Experience March 2008 - January 2010
Job Client Education Specialist at Canon Solutions America
Industry Business Supplies and Equipment
Experience
Canon Solutions America January 2014 - Present
Gaylord Hotels ~ Opryland Resort & Convention Center October 2010 - January 2014
Futurity First March 2008 - January 2010
Copy Dynamics, Inc. / Stewart Business Systems, A Xerox Company April 2005 - July 2007
Horizon Blue Cross Blue Shield of New Jersey February 2003 - March 2005
IKON Office Solutions May 1997 - October 2001
Skills
Event Management, Leadership, Software & Hardware..., Hospitality, Digital Color Management, Food & Beverage, Analyze Workflow, Sales, Event Planning, Catering, Meeting Planning, Sales Management, Account Management, Training, Hospitality Management, New Business Development, Customer Service, Management, Marketing, Marketing Strategy, Hospitality Industry
Education
Middlesex County College
Business Administration and Management, General
STAR Technical Institute 2002 — 2003
Medical Terminology, Anatomy, Physiology, Pharmacology, Medical Laws & Ethics, Medical Billing etc.., Academic Honor Roll
Canon Solutions America January 2014 - Present
Gaylord Hotels ~ Opryland Resort & Convention Center October 2010 - January 2014
Futurity First March 2008 - January 2010
Copy Dynamics, Inc. / Stewart Business Systems, A Xerox Company April 2005 - July 2007
Horizon Blue Cross Blue Shield of New Jersey February 2003 - March 2005
IKON Office Solutions May 1997 - October 2001
Skills
Event Management, Leadership, Software & Hardware..., Hospitality, Digital Color Management, Food & Beverage, Analyze Workflow, Sales, Event Planning, Catering, Meeting Planning, Sales Management, Account Management, Training, Hospitality Management, New Business Development, Customer Service, Management, Marketing, Marketing Strategy, Hospitality Industry
Education
Middlesex County College
Business Administration and Management, General
STAR Technical Institute 2002 — 2003
Medical Terminology, Anatomy, Physiology, Pharmacology, Medical Laws & Ethics, Medical Billing etc.., Academic Honor Roll
Damita Loy Damita Loy's Futurity First Experience July 2009 - September 2014
Job Freelancing Licensed Insurance Professional; Pursuing Series 7 and like opportunities; Willing to relocate.
Industry Insurance
Experience
Freelancing Licensed Insurance Professional; Pursuing Series 7 and like opportunities September 2014 - Present
Futurity First July 2009 - September 2014
Furnish A Home, Inc. August 1995 - April 2009
A. Thomas Monceret April 1993 - July 1995
Skills
Retirement Planning, Insurance, Strategic Financial..., Sales, Life Insurance, Fixed Annuities, Indexed Annuities, Long Term Care Insurance, Disability Insurance, Licensed Life & Health..., Account Management, Client Development, Sales Operations, Investments, Medicare, Whole Life, IRAs, Long-term Care, Retirement, Term Life Insurance, Financial Planning
Education
Kaplan University 2015 — 2015
Securities License, Series 7
Adair County High School
HS Diploma, Accounting and Business/Management
Lindsey Wilson College
Business Administration
Freelancing Licensed Insurance Professional; Pursuing Series 7 and like opportunities September 2014 - Present
Futurity First July 2009 - September 2014
Furnish A Home, Inc. August 1995 - April 2009
A. Thomas Monceret April 1993 - July 1995
Skills
Retirement Planning, Insurance, Strategic Financial..., Sales, Life Insurance, Fixed Annuities, Indexed Annuities, Long Term Care Insurance, Disability Insurance, Licensed Life & Health..., Account Management, Client Development, Sales Operations, Investments, Medicare, Whole Life, IRAs, Long-term Care, Retirement, Term Life Insurance, Financial Planning
Education
Kaplan University 2015 — 2015
Securities License, Series 7
Adair County High School
HS Diploma, Accounting and Business/Management
Lindsey Wilson College
Business Administration
Wayne DeBello Wayne DeBello's Futurity First Experience November 2014 - Present
Job Associate Managing Director at Futurity First
Industry Insurance
Experience
Futurity First November 2014 - Present
Principal Financial Group February 2013 - November 2014
Principal Financial Group August 2003 - January 2013
Prudential Securities December 1997 - May 2001
CIGNA June 1985 - December 1997
Skills
401k, Retirement, Employee Benefits, Retirement Planning, Disability Insurance, Insurance, Fixed Annuities, Life Insurance, Defined Benefit, Series 7, Series 63, Series 6, Pensions, Mutual Funds, Executive Pay, Long-term Care, Health Insurance, Term Life Insurance, Investments, Strategic Financial...
Education
Hofstra University 1975 — 1980
Bachelor of Business Administration (BBA), Marketing
Futurity First November 2014 - Present
Principal Financial Group February 2013 - November 2014
Principal Financial Group August 2003 - January 2013
Prudential Securities December 1997 - May 2001
CIGNA June 1985 - December 1997
Skills
401k, Retirement, Employee Benefits, Retirement Planning, Disability Insurance, Insurance, Fixed Annuities, Life Insurance, Defined Benefit, Series 7, Series 63, Series 6, Pensions, Mutual Funds, Executive Pay, Long-term Care, Health Insurance, Term Life Insurance, Investments, Strategic Financial...
Education
Hofstra University 1975 — 1980
Bachelor of Business Administration (BBA), Marketing
Jordan Wolf Jordan Wolf's Futurity First Experience July 2014 - Present
Job Associate Managing Partner at Futurity First
Industry Financial Services
Experience
Futurity First July 2014 - Present
Combined Insurance United States April 2013 - July 2014
Nationwide Insurance March 2009 - April 2011
Skills
New Business Development, life and financial..., Insurance, Risk Management, Management, Small Business, Fixed Annuities, Business Planning, Sales, Disability Insurance, Retirement Planning, Retirement, Sales Management, Sales Operations, Health Insurance, Finance, Estate Planning
Education
Reinhardt University
Bachelor of Business Administration (B.B.A.), Biochemistry
Futurity First July 2014 - Present
Combined Insurance United States April 2013 - July 2014
Nationwide Insurance March 2009 - April 2011
Skills
New Business Development, life and financial..., Insurance, Risk Management, Management, Small Business, Fixed Annuities, Business Planning, Sales, Disability Insurance, Retirement Planning, Retirement, Sales Management, Sales Operations, Health Insurance, Finance, Estate Planning
Education
Reinhardt University
Bachelor of Business Administration (B.B.A.), Biochemistry
Corrine Boisvert's Futurity First Experience March 2013 - March 2015
Job Executive Assistant at Futurity First Financial Corp.
Industry Insurance
Experience
Futurity First Financial Corp (FFFC) August 2015 - Present
Futurity First Financial Corp (FFFC) April 2015 - August 2015
Futurity First March 2013 - March 2015
Cunningham Lindsey January 2011 - January 2013
Skills
Onboarding, Human Resources, HRIS, Applicant Tracking..., New Hire Orientations, Hiring, Management, ADP Payroll, Employee Benefits, Office Management, Background Checks, Benefits Administration, Software Documentation, Employee Relations, Personnel Management, Health Insurance, Insurance, 401k, Term Life Insurance, Life Insurance, Disability Insurance, Retirement Planning
Education
Southern Connecticut State University 2010 — 2012
Master of Science (MS), Clinical Mental Health Counseling
Sacred Heart University 2006 — 2010
Bachelor of Science (BS), Psychology, Graduated Magna Cum Laude
Futurity First Financial Corp (FFFC) August 2015 - Present
Futurity First Financial Corp (FFFC) April 2015 - August 2015
Futurity First March 2013 - March 2015
Cunningham Lindsey January 2011 - January 2013
Skills
Onboarding, Human Resources, HRIS, Applicant Tracking..., New Hire Orientations, Hiring, Management, ADP Payroll, Employee Benefits, Office Management, Background Checks, Benefits Administration, Software Documentation, Employee Relations, Personnel Management, Health Insurance, Insurance, 401k, Term Life Insurance, Life Insurance, Disability Insurance, Retirement Planning
Education
Southern Connecticut State University 2010 — 2012
Master of Science (MS), Clinical Mental Health Counseling
Sacred Heart University 2006 — 2010
Bachelor of Science (BS), Psychology, Graduated Magna Cum Laude
Kristin M. Alfheim CLTC's Futurity First Experience May 2011 - Present
Job Futurity FirstManaging Director
Industry Financial Services
Experience
FUTURITY FIRST May 2011 - Present
CNO Financial Group October 2006 - May 2011
Skills
Insurance, Retirement Planning, Retirement, Fixed Annuities, Term Life Insurance, Life Insurance, Disability Insurance, Small Business, Health Insurance, Wealth, Sales, Estate Planning, Leadership, 401k, Coaching, Long Term Care Insurance, Training, Sales Management, Whole Life, Management, Medicare, Permanent Life Insurance, Strategic Financial..., Equity Indexed Annuities, Insurance Planning, Agent Development
Education
The American College 2006 — 2013
Pursuing, CASL, RICP
DC Everest
FUTURITY FIRST May 2011 - Present
CNO Financial Group October 2006 - May 2011
Skills
Insurance, Retirement Planning, Retirement, Fixed Annuities, Term Life Insurance, Life Insurance, Disability Insurance, Small Business, Health Insurance, Wealth, Sales, Estate Planning, Leadership, 401k, Coaching, Long Term Care Insurance, Training, Sales Management, Whole Life, Management, Medicare, Permanent Life Insurance, Strategic Financial..., Equity Indexed Annuities, Insurance Planning, Agent Development
Education
The American College 2006 — 2013
Pursuing, CASL, RICP
DC Everest
Alexandra Flood's Futurity First Experience February 2015 - Present
Job Marketing Coordinator at Furturity First Insurance Group and American Retirement Advisors
Industry Marketing and Advertising
Experience
Futurity First February 2015 - Present
American Retirement Advisors February 2015 - Present
Core Campus, LLC August 2012 - October 2014
Phoenix Mercury July 2011 - October 2011
Arizona State University Athletics/Media Relations November 2010 - May 2011
Skills
Marketing, Advertising, Social Media, Microsoft Office, Public Relations, Communication, Social Networking, Social Media Marketing, Marketing Communications, Customer Service, Event Planning, Sales, Market Research, Blogging, Event Management, Media Relations, Management, Strategy, Training, Microsoft Excel, New Media, Online Marketing, Leadership
Education
Arizona State University 2007 — 2011
Bachelor's of Science in Communications, Communications
The American School of the Hague 2003 — 2007
HIgh School Diploma, High School/Secondary Diplomas and Certificates
Futurity First February 2015 - Present
American Retirement Advisors February 2015 - Present
Core Campus, LLC August 2012 - October 2014
Phoenix Mercury July 2011 - October 2011
Arizona State University Athletics/Media Relations November 2010 - May 2011
Skills
Marketing, Advertising, Social Media, Microsoft Office, Public Relations, Communication, Social Networking, Social Media Marketing, Marketing Communications, Customer Service, Event Planning, Sales, Market Research, Blogging, Event Management, Media Relations, Management, Strategy, Training, Microsoft Excel, New Media, Online Marketing, Leadership
Education
Arizona State University 2007 — 2011
Bachelor's of Science in Communications, Communications
The American School of the Hague 2003 — 2007
HIgh School Diploma, High School/Secondary Diplomas and Certificates
Ali Moghaddam, CLU, LUTCF, CLTC's Futurity First Experience June 2014 - Present
Job Managing Director at Futurity First
Industry Financial Services
Experience
Futurity First June 2014 - Present
Combined Insurance United States September 2011 - April 2014
New York Life Insurance Company February 2009 - January 2011
New York Life Insurance Company January 2006 - February 2009
New York Life Insurance Company October 2002 - January 2006
Skills
Life Insurance, Retirement Planning, Investments, Insurance, Strategy, Financial Services, Leadership, Risk Management, Portfolio Management, Finance, Sales, Business Planning, Management, Recruiting, Retirement, Financial Planning, Health Insurance, Estate Planning, Financial Advisory, Marketing, Disability Insurance, Term Life Insurance, Strategic Planning, Series 7, Employee Benefits, Fixed Annuities, Small Business, Long-term Care, Wealth Management
Education
The American College 2003 — 2010
Master's Degree, CLU, LUTC, CLTC
Georgia State University 1996 — 2002
Bachelor, Business AdministrationFinance and Marketing major
Futurity First June 2014 - Present
Combined Insurance United States September 2011 - April 2014
New York Life Insurance Company February 2009 - January 2011
New York Life Insurance Company January 2006 - February 2009
New York Life Insurance Company October 2002 - January 2006
Skills
Life Insurance, Retirement Planning, Investments, Insurance, Strategy, Financial Services, Leadership, Risk Management, Portfolio Management, Finance, Sales, Business Planning, Management, Recruiting, Retirement, Financial Planning, Health Insurance, Estate Planning, Financial Advisory, Marketing, Disability Insurance, Term Life Insurance, Strategic Planning, Series 7, Employee Benefits, Fixed Annuities, Small Business, Long-term Care, Wealth Management
Education
The American College 2003 — 2010
Master's Degree, CLU, LUTC, CLTC
Georgia State University 1996 — 2002
Bachelor, Business AdministrationFinance and Marketing major
Dan Fowle's Futurity First Experience 2014 - 2014
Job System Administrator
Industry Information Technology and Services
Experience
Futurity First 2014 - 2014
ESPN 2011 - 2012
ESPN 2011 - 2012
ESPN 2011 - 2012
Vertrax August 2008 - September 2011
The Hartford Financial Services Group 2006 - 2008
The Hartford 2006 - 2008
Welis, LLC June 2005 - April 2006
Education
University of Hartford 2001 — 2005
Futurity First 2014 - 2014
ESPN 2011 - 2012
ESPN 2011 - 2012
ESPN 2011 - 2012
Vertrax August 2008 - September 2011
The Hartford Financial Services Group 2006 - 2008
The Hartford 2006 - 2008
Welis, LLC June 2005 - April 2006
Education
University of Hartford 2001 — 2005
Peggy Alvarado's Futurity First Experience January 2015 - June 2015
Job Protecting what you didn't think of
Industry Insurance
Experience
The Assurance Group June 2015 - Present
Futurity First January 2015 - June 2015
AFLAC August 2014 - June 2015
HealthPlanOne, LLC September 2014 - March 2015
Progressive Insurance February 2013 - March 2014
Progressive Insurance July 2010 - March 2014
Progressive Insurance May 2008 - June 2010
Progressive Insurance September 2004 - August 2006
Progressive Insurance June 2002 - September 2004
Skills
Customer Retention, Insurance, Property, Claim, Underwriting, Casualty, Commercial Insurance, Liability, General Insurance, Claims Resolution, Lotus Notes, Data Entry, Telephone Skills, Outlook, Coaching, Process Improvement, Customer Service, Customer Experience, Professional Liability, Customer Satisfaction, Training, Call Centers, Claim Investigation, Health Insurance, Subrogation, Sales, Analysis, Life Insurance, Team Building, Microsoft Office, Leadership Development, Claims Handling, Microsoft Excel, Medicare, Disability Insurance, Term Life Insurance, Employee Benefits
Education
Colorado Technical University 2007 — 2008
Associates, General Studies
The Assurance Group June 2015 - Present
Futurity First January 2015 - June 2015
AFLAC August 2014 - June 2015
HealthPlanOne, LLC September 2014 - March 2015
Progressive Insurance February 2013 - March 2014
Progressive Insurance July 2010 - March 2014
Progressive Insurance May 2008 - June 2010
Progressive Insurance September 2004 - August 2006
Progressive Insurance June 2002 - September 2004
Skills
Customer Retention, Insurance, Property, Claim, Underwriting, Casualty, Commercial Insurance, Liability, General Insurance, Claims Resolution, Lotus Notes, Data Entry, Telephone Skills, Outlook, Coaching, Process Improvement, Customer Service, Customer Experience, Professional Liability, Customer Satisfaction, Training, Call Centers, Claim Investigation, Health Insurance, Subrogation, Sales, Analysis, Life Insurance, Team Building, Microsoft Office, Leadership Development, Claims Handling, Microsoft Excel, Medicare, Disability Insurance, Term Life Insurance, Employee Benefits
Education
Colorado Technical University 2007 — 2008
Associates, General Studies
James Macias's Futurity First Experience November 2014 - April 2015
Job Account Manager at Austin Business Journal
Industry Marketing and Advertising
Experience
Austin Business Journal April 2015 - Present
Futurity First November 2014 - April 2015
New York Life Insurance Company September 2013 - October 2014
KVIA January 2005 - April 2013
Farmers Insurance September 2004 - June 2005
AO Smith Water Products January 2001 - December 2004
Associates First Capital Corporation January 1998 - December 2000
Skills
Marketing, New Business Development, Social Networking, Sales, Customer Service, Marketing Strategy, Business Relationship..., Client Development, Social Media Marketing, Leadership, Training, Advertising Sales, Marketing Communications, Life Insurance, Insurance, Advertising, Radio, Online Advertising, Term Life Insurance, Business Networking, Whole Life, Online Marketing, Life, Integrated Marketing
Education
The University of Texas at El Paso
Bachelor's Degree, Finance, General
Austin Business Journal April 2015 - Present
Futurity First November 2014 - April 2015
New York Life Insurance Company September 2013 - October 2014
KVIA January 2005 - April 2013
Farmers Insurance September 2004 - June 2005
AO Smith Water Products January 2001 - December 2004
Associates First Capital Corporation January 1998 - December 2000
Skills
Marketing, New Business Development, Social Networking, Sales, Customer Service, Marketing Strategy, Business Relationship..., Client Development, Social Media Marketing, Leadership, Training, Advertising Sales, Marketing Communications, Life Insurance, Insurance, Advertising, Radio, Online Advertising, Term Life Insurance, Business Networking, Whole Life, Online Marketing, Life, Integrated Marketing
Education
The University of Texas at El Paso
Bachelor's Degree, Finance, General
Pam Guevara's Futurity First Experience June 2014 - Present
Job Operations Analyst at Futurity First
Industry Insurance
Experience
Futurity First June 2014 - Present
Futurity First Insurance Group May 2014 - June 2014
VIP Insurance October 2012 - March 2014
Char-Lyn Benefits, LLC June 2000 - October 2012
Skills
Insurance, Team Building, Customer Service, Process Improvement, Management, Strategic Planning, Budgets, Leadership, Business Analysis, Team Leadership, Program Management, Sales, CRM, Sales Management, Life Insurance, Vendor Management, SaaS, Analysis, Project Management, Underwriting
Education
Ayers Career College 1979 — 1980
Certificate, General Office / Data Processing
Futurity First June 2014 - Present
Futurity First Insurance Group May 2014 - June 2014
VIP Insurance October 2012 - March 2014
Char-Lyn Benefits, LLC June 2000 - October 2012
Skills
Insurance, Team Building, Customer Service, Process Improvement, Management, Strategic Planning, Budgets, Leadership, Business Analysis, Team Leadership, Program Management, Sales, CRM, Sales Management, Life Insurance, Vendor Management, SaaS, Analysis, Project Management, Underwriting
Education
Ayers Career College 1979 — 1980
Certificate, General Office / Data Processing
Curtis Liles's Futurity First Experience October 2014 - May 2015
Job Underwriting Manager at Union Mutual Insurance Company
Industry Insurance
Experience
Union Mutual Insurance Company September 2015 - Present
Wiedemann Insurance Agency, Inc May 2015 - September 2015
Futurity First October 2014 - May 2015
AFR Insurance August 2013 - June 2014
American Farmers and Ranchers Mutual Insurance Company March 2010 - August 2013
American Farmers and Ranchers Mutual Insurance Company February 2001 - March 2010
American Farmers and Ranchers Mutual Insurance Company May 2000 - February 2001
Liles & Thompson Agency 1984 - 2000
Skills
Property & Casualty..., Insurance, Claim, Commercial Lines, Commercial Insurance, Legal Liability, Umbrella Insurance, Casualty, General Insurance, Underwriting, Liability, Professional Liability, Workers Compensation, Employment Practices..., Health Insurance, Negotiation, Small Business, Brokers, Reinsurance, Claims Management, Inland Marine, Risk Management, Casualty Insurance, Disability Insurance, Employee Benefits, Fixed Annuities, Long-term Care, Life Insurance, Term Life Insurance
Education
University of Oklahoma 1979 — 1983
BBA, Petroleum Land Management
Union Mutual Insurance Company September 2015 - Present
Wiedemann Insurance Agency, Inc May 2015 - September 2015
Futurity First October 2014 - May 2015
AFR Insurance August 2013 - June 2014
American Farmers and Ranchers Mutual Insurance Company March 2010 - August 2013
American Farmers and Ranchers Mutual Insurance Company February 2001 - March 2010
American Farmers and Ranchers Mutual Insurance Company May 2000 - February 2001
Liles & Thompson Agency 1984 - 2000
Skills
Property & Casualty..., Insurance, Claim, Commercial Lines, Commercial Insurance, Legal Liability, Umbrella Insurance, Casualty, General Insurance, Underwriting, Liability, Professional Liability, Workers Compensation, Employment Practices..., Health Insurance, Negotiation, Small Business, Brokers, Reinsurance, Claims Management, Inland Marine, Risk Management, Casualty Insurance, Disability Insurance, Employee Benefits, Fixed Annuities, Long-term Care, Life Insurance, Term Life Insurance
Education
University of Oklahoma 1979 — 1983
BBA, Petroleum Land Management
Gary Skaff's Futurity First Experience July 2014 - Present
Job Financial Advisor at Futurity First
Industry Financial Services
Experience
Futurity First July 2014 - Present
Primerica February 2010 - June 2014
PBS&J December 1986 - June 2009
Skills
Risk Management, Team Leadership, Strategic Planning, Microsoft Office, Microsoft Word, Financial Advisor, Investment Analysis, Alternative Investments, Qualified Retirement..., Retirement Planning, Project Management, Finance, Public Speaking
Education
Iowa State University 1977 — 1980
MS, Transportation Engineering
Iowa State University 1970 — 1974
BS, Civil Engineering
Futurity First July 2014 - Present
Primerica February 2010 - June 2014
PBS&J December 1986 - June 2009
Skills
Risk Management, Team Leadership, Strategic Planning, Microsoft Office, Microsoft Word, Financial Advisor, Investment Analysis, Alternative Investments, Qualified Retirement..., Retirement Planning, Project Management, Finance, Public Speaking
Education
Iowa State University 1977 — 1980
MS, Transportation Engineering
Iowa State University 1970 — 1974
BS, Civil Engineering