GamePlan Financial
Industry: Company
DescriptionHeadquarters: Woodstock, GA Founded: 1992 Parent organization: Allianz Individual Insurance Group LLC Subsidiary: 3-Mentors, Inc.
GamePlan Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at GamePlan Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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GamePlan Financial Employees
Employee
Years
Job
Industry
Ted Hillison Ted Hillison's GamePlan Financial Experience March 2008 - October 2008
Job District Mortgage Manager at U.S. Bank Home Mortgage
Industry Banking
Experience
U.S. Bank July 2014 - Present
JPMorgan Chase May 2010 - June 2014
Gameplan Financial March 2008 - October 2008
LION Inc. February 2007 - December 2007
JPMorganChase May 2003 - January 2007
Macromedia March 2000 - August 2001
Wells Fargo March 1993 - August 1999
Skills
Business Development, CRM, New Business Development, Negotiation, Sales Management, Strategic Planning, Public Speaking, Coaching, Management Consulting, Team Building, Training, Leadership, Program Management, Management, Cross-functional Team..., Strategy, E-commerce, Marketing Strategy, Change Management, Project Management, Market Research, Marketing, Mergers & Acquisitions, Mortgage Banking, Mortgage Lending, Residential Mortgages, Sales Process
Education
EMBA University of Hawaii - College of Business Administration 1996 — 1998
MBA, International Business and Finance
University of California, Santa Barbara 1984 — 1989
BA, English Literature
U.S. Bank July 2014 - Present
JPMorgan Chase May 2010 - June 2014
Gameplan Financial March 2008 - October 2008
LION Inc. February 2007 - December 2007
JPMorganChase May 2003 - January 2007
Macromedia March 2000 - August 2001
Wells Fargo March 1993 - August 1999
Skills
Business Development, CRM, New Business Development, Negotiation, Sales Management, Strategic Planning, Public Speaking, Coaching, Management Consulting, Team Building, Training, Leadership, Program Management, Management, Cross-functional Team..., Strategy, E-commerce, Marketing Strategy, Change Management, Project Management, Market Research, Marketing, Mergers & Acquisitions, Mortgage Banking, Mortgage Lending, Residential Mortgages, Sales Process
Education
EMBA University of Hawaii - College of Business Administration 1996 — 1998
MBA, International Business and Finance
University of California, Santa Barbara 1984 — 1989
BA, English Literature
Rob DeRosa Rob DeRosa's GamePlan Financial Experience June 2004 - March 2005
Job Real Estate Agent at Duffy Realty of Atlanta
Industry Marketing and Advertising
Experience
Duffy Realty of Atlanta January 2015 - Present
Aspen Marketing Services April 2007 - December 2014
Ad Products Bazaar March 2005 - April 2007
GamePlan Financial June 2004 - March 2005
Skills
Marketing, Management, Sales, Account Management, Marketing Strategy, Project Management, Team Leadership, Process Improvement, Salesforce.com, Customer Service, Social Media Marketing, Training, CRM, Time Management
Education
Dale Carnegie Institute 2008 — 2008
Effective Communications & Human Relations
The University of Georgia
AB, Political Science
Duffy Realty of Atlanta January 2015 - Present
Aspen Marketing Services April 2007 - December 2014
Ad Products Bazaar March 2005 - April 2007
GamePlan Financial June 2004 - March 2005
Skills
Marketing, Management, Sales, Account Management, Marketing Strategy, Project Management, Team Leadership, Process Improvement, Salesforce.com, Customer Service, Social Media Marketing, Training, CRM, Time Management
Education
Dale Carnegie Institute 2008 — 2008
Effective Communications & Human Relations
The University of Georgia
AB, Political Science
Nathan Lee Nathan Lee's GamePlan Financial Experience August 2009 - September 2010
Job Director of Digital Marketing Data is FUN! If I can't track it, measure it, or automate it, I don't do it.
Industry Financial Services
Experience
The Impact Partnership January 2014 - Present
Retirement Income Network January 2013 - January 2014
WealthVest Marketing September 2010 - December 2012
Annuity Think Tank September 2010 - December 2012
Annuity Think Tank September 2010 - December 2012
Gameplan Financial August 2009 - September 2010
R and B Construction January 2007 - March 2008
Abode Development November 2005 - January 2007
Skills
Fixed Annuities, Retirement, Life Insurance, Retirement Planning, Financial Advisory, Wealth, Insurance, Leadership, Wealth Management, Financial Services, Mutual Funds, Strategic Alliances, 401k, Marketing, Finance, Estate Planning, IRAs, Annuities, Strategic Financial..., Financial Planners, Management, Investments, Salesforce.com, Marketing Automation, Marketing Strategy, Financial Planning, CRM, Social Media Marketing, Email Marketing
Education
Georgia Institute of Technology 1995 — 2001
B.S., Management
Creekside High School 1991 — 1995
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, 4.25 GPA
The Impact Partnership January 2014 - Present
Retirement Income Network January 2013 - January 2014
WealthVest Marketing September 2010 - December 2012
Annuity Think Tank September 2010 - December 2012
Annuity Think Tank September 2010 - December 2012
Gameplan Financial August 2009 - September 2010
R and B Construction January 2007 - March 2008
Abode Development November 2005 - January 2007
Skills
Fixed Annuities, Retirement, Life Insurance, Retirement Planning, Financial Advisory, Wealth, Insurance, Leadership, Wealth Management, Financial Services, Mutual Funds, Strategic Alliances, 401k, Marketing, Finance, Estate Planning, IRAs, Annuities, Strategic Financial..., Financial Planners, Management, Investments, Salesforce.com, Marketing Automation, Marketing Strategy, Financial Planning, CRM, Social Media Marketing, Email Marketing
Education
Georgia Institute of Technology 1995 — 2001
B.S., Management
Creekside High School 1991 — 1995
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program, 4.25 GPA
Drew Cheek Drew Cheek's GamePlan Financial Experience January 2003 - April 2014
Job Sr. Director of Information Technology at Heritage Plastics, Inc
Industry Plastics
Experience
Heritage Plastics, Inc June 2015 - Present
Insurance Industry Leader May 2014 - February 2015
GamePlan Financial January 2003 - April 2014
Rock-Tenn Company 1998 - 2002
Cobb County Department of Public Safety January 1996 - January 1998
Cobb County Police 1988 - 1998
Skills
Vendor Management, System Administration, Integration, VMware, Business Process, Disaster Recovery, Strategy, IT Management, IT Strategy, Active Directory, Firewalls, Network Administration, Software Development, Security, C#, .NET, Team Building, IT Operations, Microsoft SQL Server, Virtualization, IIS, Enterprise Architecture, Blackberry Enterprise..., Microsoft Dynamics, Cisco Call Manager, SQL Server, Strategic Planning, VPN, Hyper-V, Microsoft Cluster, vSphere, Windows Server, Cloud Computing, Servers, Salesforce.com..., Apex Programming, Leadership, SharePoint, Management, Business Process..., Infrastructure, Project Management
Education
American InterContinental University 2005 — 2006
Bachelor, Information Technology
Kennesaw State University 1986 — 1988
Heritage Plastics, Inc June 2015 - Present
Insurance Industry Leader May 2014 - February 2015
GamePlan Financial January 2003 - April 2014
Rock-Tenn Company 1998 - 2002
Cobb County Department of Public Safety January 1996 - January 1998
Cobb County Police 1988 - 1998
Skills
Vendor Management, System Administration, Integration, VMware, Business Process, Disaster Recovery, Strategy, IT Management, IT Strategy, Active Directory, Firewalls, Network Administration, Software Development, Security, C#, .NET, Team Building, IT Operations, Microsoft SQL Server, Virtualization, IIS, Enterprise Architecture, Blackberry Enterprise..., Microsoft Dynamics, Cisco Call Manager, SQL Server, Strategic Planning, VPN, Hyper-V, Microsoft Cluster, vSphere, Windows Server, Cloud Computing, Servers, Salesforce.com..., Apex Programming, Leadership, SharePoint, Management, Business Process..., Infrastructure, Project Management
Education
American InterContinental University 2005 — 2006
Bachelor, Information Technology
Kennesaw State University 1986 — 1988
Jason Chaifetz Jason Chaifetz's GamePlan Financial Experience January 2005 - September 2009
Job President at WealthWise Partners LLC, NICA, LLC., and all around good guy ;)
Industry Financial Services
Experience
WealthWise Partners, LLC. December 2013 - Present
NICA, LLC. January 2011 - Present
Chaifetz Holdings, LLC December 2009 - Present
GamePlan Financial January 2005 - September 2009
The Home Depot December 2003 - May 2004
Skills
Retirement, Wealth, Strategic Alliances, Fixed Annuities, Life Insurance, Financial Advisory, Financial Goals, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., 401k, Investments, Insurance, Portfolio Management, Financial Planners, Bass Fishing, Term Life Insurance, Financial Services, Training, Long-term Care, Investment Strategies, IRAs, Investment Advisory, Asset Allocation, Disability Insurance, College Football, Fantasy Football, Intercollegiate..., Securities, Financial Planning
Education
Georgia Institute of Technology 1998 — 2003
Bachelors, Industrial Engineering
Pope High School 1994 — 1998
WealthWise Partners, LLC. December 2013 - Present
NICA, LLC. January 2011 - Present
Chaifetz Holdings, LLC December 2009 - Present
GamePlan Financial January 2005 - September 2009
The Home Depot December 2003 - May 2004
Skills
Retirement, Wealth, Strategic Alliances, Fixed Annuities, Life Insurance, Financial Advisory, Financial Goals, Retirement Planning, Wealth Management, Mutual Funds, Strategic Financial..., 401k, Investments, Insurance, Portfolio Management, Financial Planners, Bass Fishing, Term Life Insurance, Financial Services, Training, Long-term Care, Investment Strategies, IRAs, Investment Advisory, Asset Allocation, Disability Insurance, College Football, Fantasy Football, Intercollegiate..., Securities, Financial Planning
Education
Georgia Institute of Technology 1998 — 2003
Bachelors, Industrial Engineering
Pope High School 1994 — 1998
Lazaro Cintron Lazaro Cintron's GamePlan Financial Experience April 2006 - May 2007
Job Private Client Banker
Industry Financial Services
Experience
Chase August 2015 - Present
Citi September 2014 - Present
Santander Bank, N.A. August 2013 - April 2014
JPMorgan Chase August 2011 - August 2013
Fortis Institute July 2010 - July 2011
University of Phoenix November 2007 - January 2010
GamePlan Financial April 2006 - May 2007
Bellsouth Telecom January 2001 - January 2004
Skills
Public Speaking, Leadership, Customer Service, Research, Leadership Development, Coaching, Microsoft Office, Sales, Team Building, Strategic Planning, Training, Marketing, Microsoft Excel, Management, Event Planning, Staff Development, Social Media, PowerPoint, Recruiting, Cold Calling, Account Management, Higher Education, Negotiation, Selling, Time Management, Credit, Mortgage Lending
Education
University of Phoenix
Bachelors of Science, Business Management
Chase August 2015 - Present
Citi September 2014 - Present
Santander Bank, N.A. August 2013 - April 2014
JPMorgan Chase August 2011 - August 2013
Fortis Institute July 2010 - July 2011
University of Phoenix November 2007 - January 2010
GamePlan Financial April 2006 - May 2007
Bellsouth Telecom January 2001 - January 2004
Skills
Public Speaking, Leadership, Customer Service, Research, Leadership Development, Coaching, Microsoft Office, Sales, Team Building, Strategic Planning, Training, Marketing, Microsoft Excel, Management, Event Planning, Staff Development, Social Media, PowerPoint, Recruiting, Cold Calling, Account Management, Higher Education, Negotiation, Selling, Time Management, Credit, Mortgage Lending
Education
University of Phoenix
Bachelors of Science, Business Management
Jason Moreno's GamePlan Financial Experience January 2007 - Present
Job Business Owner | Independent Insurance Professional
Industry Insurance
Experience
GamePlan Financial January 2007 - Present
jasonmoreno.com January 2005 - Present
AFLAC July 2004 - Present
Moreno and Associates January 2004 - Present
Chicago Title November 2001 - October 2003
Red's Corner March 2001 - November 2001
Planet Hollywood November 2000 - March 2001
Club Access February 1996 - November 2000
Survival Insurance March 1997 - February 2000
Bankers Life and Casualty February 1996 - March 1997
Education
Diablo Valley College 1988 — 1990
Business Administration and Accounting
GamePlan Financial January 2007 - Present
jasonmoreno.com January 2005 - Present
AFLAC July 2004 - Present
Moreno and Associates January 2004 - Present
Chicago Title November 2001 - October 2003
Red's Corner March 2001 - November 2001
Planet Hollywood November 2000 - March 2001
Club Access February 1996 - November 2000
Survival Insurance March 1997 - February 2000
Bankers Life and Casualty February 1996 - March 1997
Education
Diablo Valley College 1988 — 1990
Business Administration and Accounting
Scott Wingate's GamePlan Financial Experience February 2000 - Present
Job C.E.O. at Magna Transportation Group
Industry Transportation/Trucking/Railroad
Experience
Magna Transportation Group January 2014 - Present
GamePlan Financial February 2000 - Present
USC Marshall School of Business July 2009 - Present
EZE Trucking Holdings, Inc. March 2009 - December 2012
Wholesome & Hearty Foods (Gardenburger) July 2006 - March 2009
APX Logistics 2001 - 2004
Royalty Carpet Mills 1992 - 1998
Skills
Business Planning, Corporate Finance, Business Development, Acquisition Integration, Mergers, Private Equity, Accounting, Due Diligence, Forecasting, Management, Cash Flow, Investments, Finance, Operations Management, Sales, Strategic Planning, Mergers & Acquisitions, Start-ups, Entrepreneurship, Financial Analysis, Executive Management, Strategy, Cross-functional Team..., Project Planning, Business Strategy, Management Consulting, Budgets, Business Process..., Analysis, Competitive Analysis, Corporate Development, Financial Modeling, Financial Reporting, Leadership, Managerial Finance, Valuation, Strategic Partnerships, Risk Management, Process Improvement, Manufacturing, Venture Capital, Strategic Financial..., Retail
Education
University of Southern California - Marshall School of Business 1995 — 1998
MBA
University of San Francisco 1982 — 1985
BS, Applied Economics/Finance
Magna Transportation Group January 2014 - Present
GamePlan Financial February 2000 - Present
USC Marshall School of Business July 2009 - Present
EZE Trucking Holdings, Inc. March 2009 - December 2012
Wholesome & Hearty Foods (Gardenburger) July 2006 - March 2009
APX Logistics 2001 - 2004
Royalty Carpet Mills 1992 - 1998
Skills
Business Planning, Corporate Finance, Business Development, Acquisition Integration, Mergers, Private Equity, Accounting, Due Diligence, Forecasting, Management, Cash Flow, Investments, Finance, Operations Management, Sales, Strategic Planning, Mergers & Acquisitions, Start-ups, Entrepreneurship, Financial Analysis, Executive Management, Strategy, Cross-functional Team..., Project Planning, Business Strategy, Management Consulting, Budgets, Business Process..., Analysis, Competitive Analysis, Corporate Development, Financial Modeling, Financial Reporting, Leadership, Managerial Finance, Valuation, Strategic Partnerships, Risk Management, Process Improvement, Manufacturing, Venture Capital, Strategic Financial..., Retail
Education
University of Southern California - Marshall School of Business 1995 — 1998
MBA
University of San Francisco 1982 — 1985
BS, Applied Economics/Finance
Jennifer Butts's GamePlan Financial Experience July 2009 - Present
Job Field Marketing Manager at GamePlan Financial
Industry Events Services
Experience
GamePlan Financial July 2009 - Present
Sullivan & Schlieman Wealth Management December 2006 - March 2009
SunTrust Investment Services 2006 - 2008
Coldwell Banker RMR March 2005 - December 2006
The Limited November 2004 - March 2005
Education
The University of Georgia 2000 — 2004
Consumer Journalism, Advertising, Family and Consumer Journalism
GamePlan Financial July 2009 - Present
Sullivan & Schlieman Wealth Management December 2006 - March 2009
SunTrust Investment Services 2006 - 2008
Coldwell Banker RMR March 2005 - December 2006
The Limited November 2004 - March 2005
Education
The University of Georgia 2000 — 2004
Consumer Journalism, Advertising, Family and Consumer Journalism
Ryan Gaddis's GamePlan Financial Experience March 2009 - December 2009
Job Director of Recruiting
Industry Insurance
Experience
GAMEPLAN FINANCIAL March 2009 - December 2009
Vyne Industries June 2008 - December 2008
HSBC March 2004 - April 2008
Education
Middle Tennessee State University 1998 — 2001
BS, International Relations
Middle TN State University
B.S, International Relations
GAMEPLAN FINANCIAL March 2009 - December 2009
Vyne Industries June 2008 - December 2008
HSBC March 2004 - April 2008
Education
Middle Tennessee State University 1998 — 2001
BS, International Relations
Middle TN State University
B.S, International Relations
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