GamePlan Financial Marketing, LLC.
Industry: Company
DescriptionHeadquarters: Woodstock, GA Founded: 1992 Parent organization: Allianz Individual Insurance Group LLC Subsidiary: 3-Mentors, Inc.
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GamePlan Financial Marketing, LLC. Employees
Employee
Years
Job
Industry
Aaron Vincent Aaron Vincent's GamePlan Financial Marketing, LLC. Experience July 2011 - Present
Job Vice President Advanced Sales at GamePlan Financial Marketing, LLC.
Industry Financial Services
Experience
GamePlan Financial Marketing, LLC. July 2011 - Present
HealthyLife Sciences November 2009 - July 2011
The Montana Group - Business Brokerage January 2009 - December 2009
Promove, LLC March 2005 - February 2006
Skills
Sales, Leadership, Retirement Planning, Sales Management, Sales Operations, Marketing, Marketing Strategy, Customer Service, Business Development, Sales Process, Advertising, Social Media, Series 7, Series 66, Investments, Life Insurance, Annuities
Education
Mountain State University 2008 — 2009
Business Leadership
Kennesaw State University 2005 — 2007
Business
GamePlan Financial Marketing, LLC. July 2011 - Present
HealthyLife Sciences November 2009 - July 2011
The Montana Group - Business Brokerage January 2009 - December 2009
Promove, LLC March 2005 - February 2006
Skills
Sales, Leadership, Retirement Planning, Sales Management, Sales Operations, Marketing, Marketing Strategy, Customer Service, Business Development, Sales Process, Advertising, Social Media, Series 7, Series 66, Investments, Life Insurance, Annuities
Education
Mountain State University 2008 — 2009
Business Leadership
Kennesaw State University 2005 — 2007
Business
Juan Butler Juan Butler's GamePlan Financial Marketing, LLC. Experience 2003 - 2008
Job President/COO/CFO | Operational/Finance Leadership | Strategic Business Transformation | High Growth Generation
Industry Financial Services
Experience
Vertical Vision Financial Marketing December 2008 - February 2015
GamePlan Financial Marketing, LLC. 2003 - 2008
Caps Logistic, Inc. 2001 - 2003
Allconnect, Inc. 1999 - 2001
Skills
Business Transformation, Cultural Transformation, Turnaround Leadership, Start-ups, Strategic Planning, Team Building, Operational Planning, New Business Development, Mergers & Acquisitions, Operations Management, Marketing Strategy, Sales & Marketing..., Sales Strategy, Strategic Sales Plans, Strategic Marketing, Business Planning, Execution of Business..., P&L Management, Financial Reporting, Financial Modeling, Financial Analysis, SOP 97-2, Cost Control/Reduction, Budgeting & Forecasting, Revenue Growth..., Profit Maximization, Executive Leadership, Executive Presentation..., Leadership, Sales Compensation..., Budget Development, Cash Flow Forecasting, High-Growth Operations..., Multinational Project..., Human Resource (HR)..., U.S./Global Tax..., Venture Capital Funding, IT Leadership, Business Strategy, Cross-functional Team..., Process Improvement, KPI Implementation, Business Development, Strategic Partnerships, Strategy, High-growth, Channel Sales..., Indirect Channel Sales, Distribution Strategies, Creative...
Education
University of Idaho 1983 — 1987
BS, Recreation Administration
Boise State University 1991 — 1993
BBA, Accounting Studies
Vertical Vision Financial Marketing December 2008 - February 2015
GamePlan Financial Marketing, LLC. 2003 - 2008
Caps Logistic, Inc. 2001 - 2003
Allconnect, Inc. 1999 - 2001
Skills
Business Transformation, Cultural Transformation, Turnaround Leadership, Start-ups, Strategic Planning, Team Building, Operational Planning, New Business Development, Mergers & Acquisitions, Operations Management, Marketing Strategy, Sales & Marketing..., Sales Strategy, Strategic Sales Plans, Strategic Marketing, Business Planning, Execution of Business..., P&L Management, Financial Reporting, Financial Modeling, Financial Analysis, SOP 97-2, Cost Control/Reduction, Budgeting & Forecasting, Revenue Growth..., Profit Maximization, Executive Leadership, Executive Presentation..., Leadership, Sales Compensation..., Budget Development, Cash Flow Forecasting, High-Growth Operations..., Multinational Project..., Human Resource (HR)..., U.S./Global Tax..., Venture Capital Funding, IT Leadership, Business Strategy, Cross-functional Team..., Process Improvement, KPI Implementation, Business Development, Strategic Partnerships, Strategy, High-growth, Channel Sales..., Indirect Channel Sales, Distribution Strategies, Creative...
Education
University of Idaho 1983 — 1987
BS, Recreation Administration
Boise State University 1991 — 1993
BBA, Accounting Studies
Christine Livingston Christine Livingston's GamePlan Financial Marketing, LLC. Experience May 2011 - Present
Job Marketing Project Director at GamePlan Financial Marketing, LLC.
Industry Financial Services
Experience
GamePlan Financial Marketing, LLC. May 2011 - Present
Skills
Marketing, Health Insurance, Direct Marketing, CRM, Social Media Marketing, Financial Services, Event Planning, Fixed Annuities, Life Insurance, Sales, Sales Operations, Management, Customer Service, Microsoft Excel, Leadership, Strategy, Microsoft Office, Insurance
Education
Georgia Highlands College
Marketing
GamePlan Financial Marketing, LLC. May 2011 - Present
Skills
Marketing, Health Insurance, Direct Marketing, CRM, Social Media Marketing, Financial Services, Event Planning, Fixed Annuities, Life Insurance, Sales, Sales Operations, Management, Customer Service, Microsoft Excel, Leadership, Strategy, Microsoft Office, Insurance
Education
Georgia Highlands College
Marketing
Erik Boyle Erik Boyle's GamePlan Financial Marketing, LLC. Experience 2005 - 2007
Job Annuity and Insurance Broker | Safe Money Specialist | Retirement Income Specialist
Industry Financial Services
Experience
ESB Financial, LLC January 2013 - Present
Retiree Adviser Marketing September 2008 - January 2013
GamePlan Financial Marketing, LLC. 2005 - 2007
American Derivatives 2002 - 2005
Skills
Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Strategic Financial..., Insurance, Sales Management, Marketing Strategy, Life Insurance, Wealth Management, Marketing, Investments, Sales, Email Marketing, Marketing Communications, Account Management, Small Business, Commodity Markets, New Business Development, Strategic Planning, Product Development, Commodity Risk..., Asset Protection, Wealth, Financial Planners, 401k, IRAs, Financial Advisory, Term Life Insurance, Long Term Care Insurance, Whole Life, Series 6, Variable Annuities, Universal Life, Critical Illness, Mutual Funds, Series 63, Roth IRA, 401k Rollovers, Estate Planning, Investment Advisory, Financial Planning
Education
Kennesaw State University - Michael J. Coles College of Business 1997 — 2002
Bachelor of Business Administration, Economics
Kennesaw State University - Michael J. Coles College of Business 1997 — 2002
Bachelor of Business Administration (B.B.A.), Economics, Economics
ESB Financial, LLC January 2013 - Present
Retiree Adviser Marketing September 2008 - January 2013
GamePlan Financial Marketing, LLC. 2005 - 2007
American Derivatives 2002 - 2005
Skills
Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Strategic Financial..., Insurance, Sales Management, Marketing Strategy, Life Insurance, Wealth Management, Marketing, Investments, Sales, Email Marketing, Marketing Communications, Account Management, Small Business, Commodity Markets, New Business Development, Strategic Planning, Product Development, Commodity Risk..., Asset Protection, Wealth, Financial Planners, 401k, IRAs, Financial Advisory, Term Life Insurance, Long Term Care Insurance, Whole Life, Series 6, Variable Annuities, Universal Life, Critical Illness, Mutual Funds, Series 63, Roth IRA, 401k Rollovers, Estate Planning, Investment Advisory, Financial Planning
Education
Kennesaw State University - Michael J. Coles College of Business 1997 — 2002
Bachelor of Business Administration, Economics
Kennesaw State University - Michael J. Coles College of Business 1997 — 2002
Bachelor of Business Administration (B.B.A.), Economics, Economics
Kit Kitchens's GamePlan Financial Marketing, LLC. Experience July 2014 - Present
Job Director Advanced Life Sales at GamePlan Financial Marketing, LLC.
Industry Financial Services
Experience
GamePlan Financial Marketing, LLC. July 2014 - Present
GamePlan Financial Marketing, LLC. August 2012 - Present
The Orchards Gourmet Nuts, Candies & Gifts, LLC April 2009 - July 2012
Black & White Advertising, Inc. February 2008 - April 2009
C.H. Robinson Worldwide, Inc. August 2005 - February 2008
Clear Channel Radio May 2004 - August 2005
WMOQ Radio, Real Country 92.3 FM February 2004 - May 2004
Skills
New Business Development, Sales, Marketing, Social Media, Advertising, Customer Service, Business Development, Negotiation, Brand Development, Budgets, Management, Recruiting, Media Planning, Social Media Marketing, Marketing Communications, Account Management, Marketing Strategy, Social Networking
Education
The University of Georgia 1999 — 2003
Bachelor's of Arts, Journalism -- Public Relations
The University of Georgia 1999 — 2003
Bachelor of Arts (B.A.) in Journalism, Public Relations, Advertising, and Applied Communication
GamePlan Financial Marketing, LLC. July 2014 - Present
GamePlan Financial Marketing, LLC. August 2012 - Present
The Orchards Gourmet Nuts, Candies & Gifts, LLC April 2009 - July 2012
Black & White Advertising, Inc. February 2008 - April 2009
C.H. Robinson Worldwide, Inc. August 2005 - February 2008
Clear Channel Radio May 2004 - August 2005
WMOQ Radio, Real Country 92.3 FM February 2004 - May 2004
Skills
New Business Development, Sales, Marketing, Social Media, Advertising, Customer Service, Business Development, Negotiation, Brand Development, Budgets, Management, Recruiting, Media Planning, Social Media Marketing, Marketing Communications, Account Management, Marketing Strategy, Social Networking
Education
The University of Georgia 1999 — 2003
Bachelor's of Arts, Journalism -- Public Relations
The University of Georgia 1999 — 2003
Bachelor of Arts (B.A.) in Journalism, Public Relations, Advertising, and Applied Communication
Jack Miceli Jack Miceli's GamePlan Financial Marketing, LLC. Experience February 2012 - July 2013
Job Director of Business Development at JanPro Cleaning Systems
Industry Financial Services
Experience
Jan-Pro Cleaning Systems November 2013 - Present
GamePlan Financial Marketing, LLC. February 2012 - July 2013
AEGON USA Corporate Treasury September 2008 - December 2011
ING Americas March 2006 - August 2008
MGA Board 2007 - 2008
Corporate Treasury ING Americas December 2004 - March 2006
ING Americas - US Strategic Projects December 2003 - December 2004
JM Financial Consultants January 2003 - December 2003
ING Americas December 2000 - December 2002
Aetna International, Inc November 1990 - January 2001
Skills
Strategic Planning, Budgets, Mergers, Business Development, Strategic Financial..., Process Improvement, Financial Analysis, Team Building, Financial Modeling, Finance, Mutual Funds, Strategy, Corporate Finance, Due Diligence, Insurance, Change Management, Analysis, Team Leadership, Mergers & Acquisitions, Financial Reporting, Fixed Annuities, Sarbanes-Oxley Act, Financial Services, Investments, Leadership, Accounting, Structured Finance, Treasury Management, Management
Education
University of Hartford
Masters, Business Administration- Finance
FLMI, Fellow of the Life Management Institute, LOMA
Auburn University
Bachelor of Science, Finance
Harvard Law School
Negotiation Program for Senior Executives
Jan-Pro Cleaning Systems November 2013 - Present
GamePlan Financial Marketing, LLC. February 2012 - July 2013
AEGON USA Corporate Treasury September 2008 - December 2011
ING Americas March 2006 - August 2008
MGA Board 2007 - 2008
Corporate Treasury ING Americas December 2004 - March 2006
ING Americas - US Strategic Projects December 2003 - December 2004
JM Financial Consultants January 2003 - December 2003
ING Americas December 2000 - December 2002
Aetna International, Inc November 1990 - January 2001
Skills
Strategic Planning, Budgets, Mergers, Business Development, Strategic Financial..., Process Improvement, Financial Analysis, Team Building, Financial Modeling, Finance, Mutual Funds, Strategy, Corporate Finance, Due Diligence, Insurance, Change Management, Analysis, Team Leadership, Mergers & Acquisitions, Financial Reporting, Fixed Annuities, Sarbanes-Oxley Act, Financial Services, Investments, Leadership, Accounting, Structured Finance, Treasury Management, Management
Education
University of Hartford
Masters, Business Administration- Finance
FLMI, Fellow of the Life Management Institute, LOMA
Auburn University
Bachelor of Science, Finance
Harvard Law School
Negotiation Program for Senior Executives
Matthew M. Newhouse Matthew M. Newhouse's GamePlan Financial Marketing, LLC. Experience June 2010 - June 2012
Job Regional Manager Athletics Marketing and Licensing at Grand Canyon University
Industry Sports
Experience
Grand Canyon University July 2015 - Present
Georgia State University June 2012 - July 2015
GamePlan Financial Marketing, LLC. June 2010 - June 2012
Florida State University June 2009 - June 2010
ISP Sports June 2009 - June 2010
Florida State University April 2007 - June 2009
ISP Sports April 2007 - June 2009
Host Communications August 2006 - April 2007
The University of Akron 2005 - 2006
Skills
Promotions, Photoshop, Excel, Illustrator, Access, Microsoft Excel, Marketing, Social Media Marketing, Sports Marketing, Ticket Sales, Sales, Sports, Advertising, Marketing Strategy, Time Management, Event Planning, Event Management, Facebook, Sponsorship, Social Media, PowerPoint, Social Networking
Education
The University of Akron 2005 — 2006
Master of Science, Sports Administration
The University of Akron 2000 — 2005
Bachelor of science, Business Administration/Marketing
Grand Canyon University July 2015 - Present
Georgia State University June 2012 - July 2015
GamePlan Financial Marketing, LLC. June 2010 - June 2012
Florida State University June 2009 - June 2010
ISP Sports June 2009 - June 2010
Florida State University April 2007 - June 2009
ISP Sports April 2007 - June 2009
Host Communications August 2006 - April 2007
The University of Akron 2005 - 2006
Skills
Promotions, Photoshop, Excel, Illustrator, Access, Microsoft Excel, Marketing, Social Media Marketing, Sports Marketing, Ticket Sales, Sales, Sports, Advertising, Marketing Strategy, Time Management, Event Planning, Event Management, Facebook, Sponsorship, Social Media, PowerPoint, Social Networking
Education
The University of Akron 2005 — 2006
Master of Science, Sports Administration
The University of Akron 2000 — 2005
Bachelor of science, Business Administration/Marketing
Jamie Cline Jamie Cline's GamePlan Financial Marketing, LLC. Experience November 2003 - December 2007
Job President Wealthwise Partners, LLC at Wealthwise Partners LLC
Industry Financial Services
Experience
WealthWise Partners, LLC December 2013 - Present
JAC Enterprises LLC representing Wealthvest and Financial Independence Group March 2011 - January 2014
Retiree Adviser Marketing 2008 - 2011
GamePlan Financial Marketing, LLC. November 2003 - December 2007
Skills
Retirement, Annuities, Insurance, Strategy Development, Customer Relations, Account Management, Customer Service, Financial Planning, Retirement Planning, Public Speaking, Long Term Care, Strategic Financial..., Long-term Care, Fixed Annuities, Strategy, Life Insurance, Wealth, Financial Advisory, Sales, Financial Planners, 401k, Securities, Portfolio Management, Financial Services, IRAs, Training
Education
University of Georgia - Terry College of Business 2000 — 2003
Bachelor of Business Administration (B.B.A.), Real Estate
WealthWise Partners, LLC December 2013 - Present
JAC Enterprises LLC representing Wealthvest and Financial Independence Group March 2011 - January 2014
Retiree Adviser Marketing 2008 - 2011
GamePlan Financial Marketing, LLC. November 2003 - December 2007
Skills
Retirement, Annuities, Insurance, Strategy Development, Customer Relations, Account Management, Customer Service, Financial Planning, Retirement Planning, Public Speaking, Long Term Care, Strategic Financial..., Long-term Care, Fixed Annuities, Strategy, Life Insurance, Wealth, Financial Advisory, Sales, Financial Planners, 401k, Securities, Portfolio Management, Financial Services, IRAs, Training
Education
University of Georgia - Terry College of Business 2000 — 2003
Bachelor of Business Administration (B.B.A.), Real Estate
Athena Doyle Athena Doyle's GamePlan Financial Marketing, LLC. Experience July 2015 - Present
Job Marketing Manager
Industry Marketing and Advertising
Experience
GamePlan Financial Marketing, LLC. July 2015 - Present
Cara Operations/Prime Restaurants Inc April 2009 - July 2014
Prime Restaurants Inc. May 2006 - April 2009
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Restaurants, Franchising, Marketing Management, Budgets, Hospitality, Media Planning, Market Planning, Public Relations, Marketing, Advertising, Email Marketing, Direct Marketing, Brand Management
Education
York University 1999 — 2004
BA, Business
Sheridan College 2005 — 2006
Post Degree Program, Marketing Management
GamePlan Financial Marketing, LLC. July 2015 - Present
Cara Operations/Prime Restaurants Inc April 2009 - July 2014
Prime Restaurants Inc. May 2006 - April 2009
Skills
Marketing Strategy, Marketing Communications, Social Media Marketing, Restaurants, Franchising, Marketing Management, Budgets, Hospitality, Media Planning, Market Planning, Public Relations, Marketing, Advertising, Email Marketing, Direct Marketing, Brand Management
Education
York University 1999 — 2004
BA, Business
Sheridan College 2005 — 2006
Post Degree Program, Marketing Management
Jay Hutchins's GamePlan Financial Marketing, LLC. Experience February 2013 - October 2013
Job Finance / Operations Analyst at Piedmont Healthcare
Industry Hospital & Health Care
Experience
Piedmont Healthcare February 2015 - Present
Piedmont Healthcare June 2014 - February 2015
GamePlan Financial Marketing, LLC. February 2013 - October 2013
Snake River Lodge & Spa November 2007 - August 2012
The Harborside Inn May 2003 - September 2007
Skills
Healthcare, Hospital Operations, Perioperative Management, Management, Team Building, Project Management, Financial Analysis, Customer Service, Budgets, Marketing Strategy, Microsoft Office, Project Implementation, Manage Client..., Team Leadership, Service Recovery, Operational Improvement, Sales, Inventory Management, Account Management, Hospitality, Public Speaking, Strategic Planning
Education
Amherst College 1998 — 2002
BA, Economics, Psychology
Georgia State University - J. Mack Robinson College of Business 2014 — 2016
MBA/MHA
Georgia State University 2014 — 2016
MBA/MHA
Piedmont Healthcare February 2015 - Present
Piedmont Healthcare June 2014 - February 2015
GamePlan Financial Marketing, LLC. February 2013 - October 2013
Snake River Lodge & Spa November 2007 - August 2012
The Harborside Inn May 2003 - September 2007
Skills
Healthcare, Hospital Operations, Perioperative Management, Management, Team Building, Project Management, Financial Analysis, Customer Service, Budgets, Marketing Strategy, Microsoft Office, Project Implementation, Manage Client..., Team Leadership, Service Recovery, Operational Improvement, Sales, Inventory Management, Account Management, Hospitality, Public Speaking, Strategic Planning
Education
Amherst College 1998 — 2002
BA, Economics, Psychology
Georgia State University - J. Mack Robinson College of Business 2014 — 2016
MBA/MHA
Georgia State University 2014 — 2016
MBA/MHA
Michael J. Buckner, CLU, ChFC, CPC, QPA, QKA Michael J. Buckner, CLU, ChFC, CPC, QPA, QKA's GamePlan Financial Marketing, LLC. Experience August 2009 - August 2013
Job Assistant Vice President of Advanced Markets, Western & Southern Financial Group
Industry Financial Services
Experience
The Impact Partnership August 2013 - May 2014
GamePlan Financial Marketing, LLC. August 2009 - August 2013
Prudential Financial April 2007 - August 2009
AXA September 1996 - December 2006
C.H. Dean 1991 - September 1996
Skills
Retirement Planning, Estate Tax Planning, Conference Speaking, Qualified Retirement..., Social Security Planning, Technical Writing, Microsoft Office, Public Speaking, Microsoft Excel, Marketing, Sales Presentations, Management, Project Management, Microsoft Word, Leadership, Sales, PowerPoint, Negotiation, Insurance, Investments, Finance, Retirement, Mutual Funds
Education
University of Dayton 1987 — 1990
Bachelor's Degree, Communications Management - Minor in Economics and Marketing
University of Dayton
The Impact Partnership August 2013 - May 2014
GamePlan Financial Marketing, LLC. August 2009 - August 2013
Prudential Financial April 2007 - August 2009
AXA September 1996 - December 2006
C.H. Dean 1991 - September 1996
Skills
Retirement Planning, Estate Tax Planning, Conference Speaking, Qualified Retirement..., Social Security Planning, Technical Writing, Microsoft Office, Public Speaking, Microsoft Excel, Marketing, Sales Presentations, Management, Project Management, Microsoft Word, Leadership, Sales, PowerPoint, Negotiation, Insurance, Investments, Finance, Retirement, Mutual Funds
Education
University of Dayton 1987 — 1990
Bachelor's Degree, Communications Management - Minor in Economics and Marketing
University of Dayton
Bryan Cantrell's GamePlan Financial Marketing, LLC. Experience October 2004 - Present
Job Vice President Advance Annuity Sales at GamePlan Financial Marketing, LLC.
Industry Marketing and Advertising
Experience
GamePlan Financial Marketing, LLC. October 2004 - Present
Skills
Sales, Marketing, Lead Generation, Cold Calling, Sales Management, Account Management, Marketing Strategy, Advertising, Direct Marketing, Marketing Communications, Product Marketing, Project Management, Concept Design, Public Speaking, Sales Presentations, Presentations, Team Leadership, Leadership
Education
Charleston Southern University 1992 — 1997
Speech Communication and Rhetoric
McEachern High School
McEachern High School
McEachern High School
McEachern High School
McEachern High School
McEachern High School
McEachern High School
GamePlan Financial Marketing, LLC. October 2004 - Present
Skills
Sales, Marketing, Lead Generation, Cold Calling, Sales Management, Account Management, Marketing Strategy, Advertising, Direct Marketing, Marketing Communications, Product Marketing, Project Management, Concept Design, Public Speaking, Sales Presentations, Presentations, Team Leadership, Leadership
Education
Charleston Southern University 1992 — 1997
Speech Communication and Rhetoric
McEachern High School
McEachern High School
McEachern High School
McEachern High School
McEachern High School
McEachern High School
McEachern High School
Amanda Holton Amanda Holton's GamePlan Financial Marketing, LLC. Experience May 2012 - Present
Job Manager Annuity Operations at GamePlan Financial Marketing, LLC
Industry Marketing and Advertising
Experience
GamePlan Financial Marketing, LLC. May 2012 - Present
Skills
Social Media, Customer Service, Advertising, Marketing Communications, Event Planning, Marketing, Social Media Marketing, Microsoft Office, Sales, Account Management, Insurance
Education
Kennesaw State University
GamePlan Financial Marketing, LLC. May 2012 - Present
Skills
Social Media, Customer Service, Advertising, Marketing Communications, Event Planning, Marketing, Social Media Marketing, Microsoft Office, Sales, Account Management, Insurance
Education
Kennesaw State University
RC Vaughn RC Vaughn's GamePlan Financial Marketing, LLC. Experience February 2012 - December 2013
Job Financial Consultant and Life Insurance
Industry Financial Services
Experience
The Tukata Group January 2014 - Present
GamePlan Financial Marketing, LLC. February 2012 - December 2013
Avery Partners July 2011 - January 2012
Management Recruiters of Atlanta-Peachtree North January 2010 - July 2011
Paycom July 2009 - November 2009
Enterprise Rent-A-Car May 2005 - July 2009
Skills
CRM, Account Management, Business Development, Management, Product Launch, Sales, Strategy, Sales Operations, Marketing, Sales Management, Cold Calling, Medical Devices, Sales Process, Selling
Education
Clemson University 2000 — 2005
BS, Management, Information Technology and Logistics
The Tukata Group January 2014 - Present
GamePlan Financial Marketing, LLC. February 2012 - December 2013
Avery Partners July 2011 - January 2012
Management Recruiters of Atlanta-Peachtree North January 2010 - July 2011
Paycom July 2009 - November 2009
Enterprise Rent-A-Car May 2005 - July 2009
Skills
CRM, Account Management, Business Development, Management, Product Launch, Sales, Strategy, Sales Operations, Marketing, Sales Management, Cold Calling, Medical Devices, Sales Process, Selling
Education
Clemson University 2000 — 2005
BS, Management, Information Technology and Logistics
Jeremy Hudson Jeremy Hudson's GamePlan Financial Marketing, LLC. Experience October 2007 - January 2013
Job Sr. VP of Annuity Sales at The Impact Partnership
Industry Financial Services
Experience
The Impact Partnership January 2014 - Present
Retirement Income Network January 2013 - January 2014
GamePlan Financial Marketing, LLC. October 2007 - January 2013
Skills
Fixed Annuities, Insurance, Retirement, Retirement Planning, Wealth Management, 401k, Lead Generation, Digital Marketing, Financial Planners, Strategic Financial..., Long-term Care, Wealth, Life Insurance, Disability Insurance, Estate Planning, Term Life Insurance, Small Business, Sales, Whole Life, Investment Strategies, Employee Benefits, Health Insurance, Sales Management, Mutual Funds, Portfolio Management, Financial Services, Marketing, Financial Advisory, Investments, Long Term Care Insurance, Investment Advisory, Personal Finance, Securities, Asset Allocation, IRAs, Financial Goals, Pensions, Bonds, Wealth Management..., Business, Investment Management, High Net Worth..., Alternative Investments, Relationship Management, Cold Calling, 401k Rollovers, Roth IRA, Financial Planning
Education
Kennesaw State University - Michael J. Coles College of Business 1998 — 2005
B.B.A, Management
The Impact Partnership January 2014 - Present
Retirement Income Network January 2013 - January 2014
GamePlan Financial Marketing, LLC. October 2007 - January 2013
Skills
Fixed Annuities, Insurance, Retirement, Retirement Planning, Wealth Management, 401k, Lead Generation, Digital Marketing, Financial Planners, Strategic Financial..., Long-term Care, Wealth, Life Insurance, Disability Insurance, Estate Planning, Term Life Insurance, Small Business, Sales, Whole Life, Investment Strategies, Employee Benefits, Health Insurance, Sales Management, Mutual Funds, Portfolio Management, Financial Services, Marketing, Financial Advisory, Investments, Long Term Care Insurance, Investment Advisory, Personal Finance, Securities, Asset Allocation, IRAs, Financial Goals, Pensions, Bonds, Wealth Management..., Business, Investment Management, High Net Worth..., Alternative Investments, Relationship Management, Cold Calling, 401k Rollovers, Roth IRA, Financial Planning
Education
Kennesaw State University - Michael J. Coles College of Business 1998 — 2005
B.B.A, Management
Ryan Perkins's GamePlan Financial Marketing, LLC. Experience 2009 - Present
Job Head of Business Development Broker/Dealer Development
Industry Financial Services
Experience
GamePlan Financial Marketing, LLC. 2009 - Present
Capstone Financial Partners 2009 - 2009
Ty J. Young and Associates 2007 - 2008
Skills
Finance, Life Insurance, Equity Indexed Annuities, Business Planning, Tax-advantaged..., Estate Planning, Tax Free Income, Public Speaking, Retirement Planning, Fixed Annuities, Retirement, Wealth, Insurance, Financial Planners, 401k, Series 7, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Financial Services, Investment Strategies, Investment Advisory, Asset Management, Alternative Investments, Personal Financial..., Wealth Accumulation, Marketing, Equities, Securities, Mutual Funds, IRAs, Asset Allocation, Investment Management, 401k Rollovers, Separately Managed..., Indexed Annuities, Options, Variable Annuities, ETFs, Wealth Management..., Stocks, Bonds, Retirement Plan..., Uniform Combined State..., Fixed Income, Series 63, Long-term Care, Financial Planning
Education
Samford University
BA
GamePlan Financial Marketing, LLC. 2009 - Present
Capstone Financial Partners 2009 - 2009
Ty J. Young and Associates 2007 - 2008
Skills
Finance, Life Insurance, Equity Indexed Annuities, Business Planning, Tax-advantaged..., Estate Planning, Tax Free Income, Public Speaking, Retirement Planning, Fixed Annuities, Retirement, Wealth, Insurance, Financial Planners, 401k, Series 7, Wealth Management, Strategic Financial..., Financial Advisory, Investments, Financial Services, Investment Strategies, Investment Advisory, Asset Management, Alternative Investments, Personal Financial..., Wealth Accumulation, Marketing, Equities, Securities, Mutual Funds, IRAs, Asset Allocation, Investment Management, 401k Rollovers, Separately Managed..., Indexed Annuities, Options, Variable Annuities, ETFs, Wealth Management..., Stocks, Bonds, Retirement Plan..., Uniform Combined State..., Fixed Income, Series 63, Long-term Care, Financial Planning
Education
Samford University
BA
Mike Mastowski Mike Mastowski's GamePlan Financial Marketing, LLC. Experience 2000 - 2007
Job President at The M&M Agency, L.L.C.
Industry Financial Services
Experience
The M&M Agency, L.L.C. September 2012 - Present
Retiree Adviser Marketing May 2007 - September 2012
GamePlan Financial Marketing, LLC. 2000 - 2007
Education
Saint Peter's University 1980 — 1983
BS, Business Management
St. Peters Prep 1974 — 1978
The M&M Agency, L.L.C. September 2012 - Present
Retiree Adviser Marketing May 2007 - September 2012
GamePlan Financial Marketing, LLC. 2000 - 2007
Education
Saint Peter's University 1980 — 1983
BS, Business Management
St. Peters Prep 1974 — 1978
Keith Raynor Keith Raynor's GamePlan Financial Marketing, LLC. Experience June 2012 - January 2013
Job Solutions Advisor at Birch Communcations
Industry Marketing and Advertising
Experience
Birch Communications April 2015 - Present
GamePlan Financial Marketing, LLC. June 2012 - January 2013
Columbus Blue Jackets February 2011 - April 2012
Octagon February 2010 - May 2010
Big League Broadcasting - Sports Radio 790 AM August 2009 - December 2009
Starbridge Media Group Inc. September 2008 - December 2009
Skills
Sports Marketing, Market Research, Marketing, Leadership, Customer Service, Microsoft Excel, Sales, Sports, Event Planning, Management, New Business Development, Social Media Marketing
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2014
Master's Degree, Marketing
American University 2004 — 2009
B.A., Psychology
Birch Communications April 2015 - Present
GamePlan Financial Marketing, LLC. June 2012 - January 2013
Columbus Blue Jackets February 2011 - April 2012
Octagon February 2010 - May 2010
Big League Broadcasting - Sports Radio 790 AM August 2009 - December 2009
Starbridge Media Group Inc. September 2008 - December 2009
Skills
Sports Marketing, Market Research, Marketing, Leadership, Customer Service, Microsoft Excel, Sales, Sports, Event Planning, Management, New Business Development, Social Media Marketing
Education
Georgia State University - J. Mack Robinson College of Business 2014 — 2014
Master's Degree, Marketing
American University 2004 — 2009
B.A., Psychology
Nate Dean's GamePlan Financial Marketing, LLC. Experience December 2007 - February 2009
Job Inside Sales Representative at McKesson
Industry Hospital & Health Care
Experience
McKesson April 2009 - Present
GamePlan Financial Marketing, LLC. December 2007 - February 2009
Mohawk Industries January 2004 - November 2007
Skills
Sales and Sales..., Healthcare Information..., Sales, Customer Service, Account Management, Outlook, Healthcare Information..., Sales Management, Siebel, EHR
Education
Georgia Southern University
Bachelor of Business Administration (B.B.A.), Marketing
McKesson April 2009 - Present
GamePlan Financial Marketing, LLC. December 2007 - February 2009
Mohawk Industries January 2004 - November 2007
Skills
Sales and Sales..., Healthcare Information..., Sales, Customer Service, Account Management, Outlook, Healthcare Information..., Sales Management, Siebel, EHR
Education
Georgia Southern University
Bachelor of Business Administration (B.B.A.), Marketing
Brandon George's GamePlan Financial Marketing, LLC. Experience April 2006 - April 2011
Job Senior VicePresident of Sales & Development at The Impact Partnership
Industry Marketing and Advertising
Experience
The Impact Partnership July 2011 - Present
GamePlan Financial Marketing, LLC. April 2006 - April 2011
Verizon Wireless January 2004 - April 2006
Arena Football League January 2000 - January 2002
Skills
Leadership, Marketing, Recruiting, New Business Development, Sales, Professional..., Consulting, Creative Problem Solving, Business Strategy, Professional Mentoring, Fixed Annuities, Licensed Life & Health..., Job Coaching, Team Leadership, Advertising, Cold Calling, CRM, Marketing Strategy, Lead Generation, Customer Service, Sales Management, Account Management, Life Insurance, Insurance, Management
Education
Louisiana Tech University
The Impact Partnership July 2011 - Present
GamePlan Financial Marketing, LLC. April 2006 - April 2011
Verizon Wireless January 2004 - April 2006
Arena Football League January 2000 - January 2002
Skills
Leadership, Marketing, Recruiting, New Business Development, Sales, Professional..., Consulting, Creative Problem Solving, Business Strategy, Professional Mentoring, Fixed Annuities, Licensed Life & Health..., Job Coaching, Team Leadership, Advertising, Cold Calling, CRM, Marketing Strategy, Lead Generation, Customer Service, Sales Management, Account Management, Life Insurance, Insurance, Management
Education
Louisiana Tech University
Evan Ward Evan Ward's GamePlan Financial Marketing, LLC. Experience January 2003 - January 2013
Job President of Atlas Retirement, LLC.
Industry Financial Services
Experience
The Impact Partnership January 2014 - Present
Atlas Retirement, LLC. January 2013 - Present
Retirement Income Network January 2013 - January 2014
GamePlan Financial Marketing, LLC. January 2003 - January 2013
Skills
Lead Generation, Retirement, Fixed Annuities, Life Insurance, Long-term Care, Retirement Planning, Insurance, Account Management, Sales Management, 401k, Wealth, Sales, Wealth Management, Marketing Strategy, Financial Services, Direct Marketing, Product Marketing, Strategic Financial..., Investments, Financial Advisory, Mutual Funds
Education
The University of Georgia 1999 — 2002
Bachelor's degree, Sales/Marketing
The Impact Partnership January 2014 - Present
Atlas Retirement, LLC. January 2013 - Present
Retirement Income Network January 2013 - January 2014
GamePlan Financial Marketing, LLC. January 2003 - January 2013
Skills
Lead Generation, Retirement, Fixed Annuities, Life Insurance, Long-term Care, Retirement Planning, Insurance, Account Management, Sales Management, 401k, Wealth, Sales, Wealth Management, Marketing Strategy, Financial Services, Direct Marketing, Product Marketing, Strategic Financial..., Investments, Financial Advisory, Mutual Funds
Education
The University of Georgia 1999 — 2002
Bachelor's degree, Sales/Marketing
Drew Newell's GamePlan Financial Marketing, LLC. Experience August 2010 - Present
Job DirectorAdvanced Life Sales
Industry Financial Services
Experience
GamePlan Financial Marketing, LLC. August 2010 - Present
Clear Channel Outdoor August 2007 - August 2010
Pinnacle Real Estate Associates September 2004 - August 2007
Skills
Account Management, Customer Relations, Advertising, Customer Service, Sales Management, Strategic Planning, Talent Acquisition, Vendor Management, Recruiting, Fixed Annuities, Life Insurance, Financial Services, Strategy, Health Insurance, Long Term Care Insurance, Cold Calling, Insurance, Financial Planners, Sales, Salesforce.com
Education
Oglethorpe University 2000 — 2004
Bachelor of Science, Business Administration
GamePlan Financial Marketing, LLC. August 2010 - Present
Clear Channel Outdoor August 2007 - August 2010
Pinnacle Real Estate Associates September 2004 - August 2007
Skills
Account Management, Customer Relations, Advertising, Customer Service, Sales Management, Strategic Planning, Talent Acquisition, Vendor Management, Recruiting, Fixed Annuities, Life Insurance, Financial Services, Strategy, Health Insurance, Long Term Care Insurance, Cold Calling, Insurance, Financial Planners, Sales, Salesforce.com
Education
Oglethorpe University 2000 — 2004
Bachelor of Science, Business Administration
Chad Meredith Chad Meredith's GamePlan Financial Marketing, LLC. Experience January 2013 - Present
Job Director Advanced Life Sales
Industry Marketing and Advertising
Experience
GamePlan Financial Marketing, LLC. January 2013 - Present
GamePlan Financial Marketing, LLC. December 2010 - January 2013
Homeowners First Financial November 2008 - July 2010
Pine State Mortgage January 2008 - November 2008
First Homeowners Corporation October 2005 - November 2008
Enterprise Rent-A-Car December 2001 - August 2004
RAK Industries June 2001 - December 2001
Skills
B2B, Business Strategy, Sales, Selling, Strategy, Training
Education
Auburn University 1996 — 2001
Bachelor of Arts (BA), Marketing
GamePlan Financial Marketing, LLC. January 2013 - Present
GamePlan Financial Marketing, LLC. December 2010 - January 2013
Homeowners First Financial November 2008 - July 2010
Pine State Mortgage January 2008 - November 2008
First Homeowners Corporation October 2005 - November 2008
Enterprise Rent-A-Car December 2001 - August 2004
RAK Industries June 2001 - December 2001
Skills
B2B, Business Strategy, Sales, Selling, Strategy, Training
Education
Auburn University 1996 — 2001
Bachelor of Arts (BA), Marketing
Barb Huggett Walker Barb Huggett Walker's GamePlan Financial Marketing, LLC. Experience 2011 - 2014
Job Broker/Agent at Safe Money Millionaire Group
Industry Airlines/Aviation
Experience
Safe Money Millionaire Group April 2014 - Present
Stone and Associates January 2014 - Present
GamePlan Financial Marketing, LLC. 2011 - 2014
Bankers Life and Casualty Company November 2010 - May 2012
Thunder & Buttons II Bar & Grille August 2004 - February 2008
United Airlines 1992 - February 2007
United States Air Force June 1985 - December 1991
Skills
Piloting, Business Development, Flight Planning, Military, Aviation, Aircraft, Flight Safety, Commercial Aviation, Aerospace, Training, Team Building, Indexed Annuities, Airports, Military Experience, Military Operations, Organizational..., Financial Services, Equity Indexed Annuities, Insurance, Licensed Life & Health..., Pilot instructor, International Pilot, Rated pilot: B-737,..., Volunteer for Air..., Member US Coast Guard...
Education
Embry Riddle Aeronautical University-Worldwide 1987 — 1989
Master's degree, Aviation Science
United States Air Force Academy 1980 — 1984
Bachelor of Science (BS), Engineering Science
Safe Money Millionaire Group April 2014 - Present
Stone and Associates January 2014 - Present
GamePlan Financial Marketing, LLC. 2011 - 2014
Bankers Life and Casualty Company November 2010 - May 2012
Thunder & Buttons II Bar & Grille August 2004 - February 2008
United Airlines 1992 - February 2007
United States Air Force June 1985 - December 1991
Skills
Piloting, Business Development, Flight Planning, Military, Aviation, Aircraft, Flight Safety, Commercial Aviation, Aerospace, Training, Team Building, Indexed Annuities, Airports, Military Experience, Military Operations, Organizational..., Financial Services, Equity Indexed Annuities, Insurance, Licensed Life & Health..., Pilot instructor, International Pilot, Rated pilot: B-737,..., Volunteer for Air..., Member US Coast Guard...
Education
Embry Riddle Aeronautical University-Worldwide 1987 — 1989
Master's degree, Aviation Science
United States Air Force Academy 1980 — 1984
Bachelor of Science (BS), Engineering Science
Jessica Wheelock's GamePlan Financial Marketing, LLC. Experience March 2013 - February 2014
Job Senior Consultant
Industry Information Technology and Services
Experience
InfraScience, LLC October 2014 - Present
GamePlan Financial Marketing, LLC. March 2013 - February 2014
INPO 2007 - 2013
Six Flags Over Georgia May 1998 - May 2004
Skills
SharePoint, Visio, Data Modeling, Requirements Gathering, Database Design, Process Improvement, Active Directory, Business Analysis, Microsoft SQL Server, Databases, Analysis, Troubleshooting, Integration, Software Documentation, Business Intelligence, SharePoint Designer, SDLC, Business Process, Data Warehousing, Business Process..., Requirements Analysis, Project Management, MS Project, IT Management, IT Strategy, Access, Information Management, Vendor Management, Information Technology, Systems Analysis, ERP, PMP, Disaster Recovery, Business Requirements, Software Project..., Resource Management, Agile Methodologies, PMO, Testing, Visual Basic, Quality Assurance, Scrum, Program Management, Database Administration, System Administration, System Deployment, Team Leadership, Business Objects, Agile Project Management, User Acceptance Testing
Education
Kennesaw State University 2004 — 2010
Bachelor of Science (B.S.), Psychology
InfraScience, LLC October 2014 - Present
GamePlan Financial Marketing, LLC. March 2013 - February 2014
INPO 2007 - 2013
Six Flags Over Georgia May 1998 - May 2004
Skills
SharePoint, Visio, Data Modeling, Requirements Gathering, Database Design, Process Improvement, Active Directory, Business Analysis, Microsoft SQL Server, Databases, Analysis, Troubleshooting, Integration, Software Documentation, Business Intelligence, SharePoint Designer, SDLC, Business Process, Data Warehousing, Business Process..., Requirements Analysis, Project Management, MS Project, IT Management, IT Strategy, Access, Information Management, Vendor Management, Information Technology, Systems Analysis, ERP, PMP, Disaster Recovery, Business Requirements, Software Project..., Resource Management, Agile Methodologies, PMO, Testing, Visual Basic, Quality Assurance, Scrum, Program Management, Database Administration, System Administration, System Deployment, Team Leadership, Business Objects, Agile Project Management, User Acceptance Testing
Education
Kennesaw State University 2004 — 2010
Bachelor of Science (B.S.), Psychology
Rebecca Morea's GamePlan Financial Marketing, LLC. Experience August 2010 - July 2013
Job Sales Development Representative/New Construction Specialist
Industry Marketing and Advertising
Experience
RentPath March 2015 - Present
RentPath January 2014 - Present
Jim Ellis Automotive Dealerships July 2013 - January 2014
GamePlan Financial Marketing, LLC. August 2010 - July 2013
Claxton & Claxton LLC October 2007 - July 2010
Southern Nursery Association April 2004 - May 2006
Camp Merri-Mac 2004 - 2005
Skills
Marketing, Sales, Public Speaking, Fixed Annuities, Lead Generation, Cold Calling, Salesforce.com, Account Management, Direct Marketing, Adobe Creative Suite, Microsoft Office, Sales Presentations, Email Marketing, Copy Editing, Time Management, Trade Shows, Advertising, Social Media Marketing, Selling, Emotional Intelligence, Life Insurance, Marketing Strategy, B2B, Travel Planning, Retirement Planning, 401k, Conflict, Engineered Wood Products, Wrongful Death, Fire Eating, Insurance, Strategy, Strategic Planning, Indexed Annuities, Microsoft Office Suite, Investor Relations, Marketing Communications, SEM, Social Networking, Technical Recruiting, Recruiting, Job Diva, IT Recruitment
Education
Kennesaw State University 2005 — 2010
Bachelor of Science, COMMUNICATION
RentPath March 2015 - Present
RentPath January 2014 - Present
Jim Ellis Automotive Dealerships July 2013 - January 2014
GamePlan Financial Marketing, LLC. August 2010 - July 2013
Claxton & Claxton LLC October 2007 - July 2010
Southern Nursery Association April 2004 - May 2006
Camp Merri-Mac 2004 - 2005
Skills
Marketing, Sales, Public Speaking, Fixed Annuities, Lead Generation, Cold Calling, Salesforce.com, Account Management, Direct Marketing, Adobe Creative Suite, Microsoft Office, Sales Presentations, Email Marketing, Copy Editing, Time Management, Trade Shows, Advertising, Social Media Marketing, Selling, Emotional Intelligence, Life Insurance, Marketing Strategy, B2B, Travel Planning, Retirement Planning, 401k, Conflict, Engineered Wood Products, Wrongful Death, Fire Eating, Insurance, Strategy, Strategic Planning, Indexed Annuities, Microsoft Office Suite, Investor Relations, Marketing Communications, SEM, Social Networking, Technical Recruiting, Recruiting, Job Diva, IT Recruitment
Education
Kennesaw State University 2005 — 2010
Bachelor of Science, COMMUNICATION
Chris Yokley's GamePlan Financial Marketing, LLC. Experience January 2009 - July 2014
Job CEO/ Founder Yokley Financial Services
Industry Financial Services
Experience
Shape up Church May 2015 - Present
Life Mechanix February 2015 - Present
AMG April 2011 - Present
Yokley Financial Services,LLC August 2008 - Present
Advocate Merchant Solutions March 2010 - Present
Allianz January 2011 - Present
GamePlan Financial Marketing, LLC. January 2009 - July 2014
Bankers Life and Casualty May 2003 - August 2008
Skills
Merchant Services, ATMs, Cash Management, Business Development, Marketing, Sales Management, Business, Time Management, Cold Calling, Appointment Scheduling, Seminars, 401k Rollovers, Life Insurance, Fixed Annuities, Indexed Annuities, Long-term Care, Retirement Planning, Sales, Insurance, Financial Services, 401k, Negotiation, Investments, Microsoft Office, Relationship Management, Sales Presentations, Salesforce.com, Small Business, Account Management, Customer Service, Leadership, Team Building, Management, Credit Cards, Marketing Strategy, Public Speaking, Coaching, Leadership Development, Sales Process, Social Media Marketing, Event Planning, Strategic Planning, Direct Sales, Social Networking
Education
Olivet Nazarene University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Niantic Harristown High School 1995 — 1999
Shape up Church May 2015 - Present
Life Mechanix February 2015 - Present
AMG April 2011 - Present
Yokley Financial Services,LLC August 2008 - Present
Advocate Merchant Solutions March 2010 - Present
Allianz January 2011 - Present
GamePlan Financial Marketing, LLC. January 2009 - July 2014
Bankers Life and Casualty May 2003 - August 2008
Skills
Merchant Services, ATMs, Cash Management, Business Development, Marketing, Sales Management, Business, Time Management, Cold Calling, Appointment Scheduling, Seminars, 401k Rollovers, Life Insurance, Fixed Annuities, Indexed Annuities, Long-term Care, Retirement Planning, Sales, Insurance, Financial Services, 401k, Negotiation, Investments, Microsoft Office, Relationship Management, Sales Presentations, Salesforce.com, Small Business, Account Management, Customer Service, Leadership, Team Building, Management, Credit Cards, Marketing Strategy, Public Speaking, Coaching, Leadership Development, Sales Process, Social Media Marketing, Event Planning, Strategic Planning, Direct Sales, Social Networking
Education
Olivet Nazarene University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Niantic Harristown High School 1995 — 1999
Amanda Adams's GamePlan Financial Marketing, LLC. Experience July 2011 - October 2014
Job Business Development Specialist at 3Mentors
Industry Financial Services
Experience
3-Mentors August 2015 - Present
Optima Financial March 2015 - August 2015
GamePlan Financial Marketing, LLC. July 2011 - October 2014
East Coast Saloons 2010 - 2011
WMEL AM Radio January 2008 - January 2010
Skills
Marketing, Account Management, Marketing Communications, Sales, Email Marketing, Marketing Strategy, Advertising, Insurance, Sales Management, Leadership, Social Media Marketing, Editing, Life Insurance, Broadcast, Fixed Annuities, Customer Service, Public Speaking, Retirement Planning
Education
North Georgia College and State University
3-Mentors August 2015 - Present
Optima Financial March 2015 - August 2015
GamePlan Financial Marketing, LLC. July 2011 - October 2014
East Coast Saloons 2010 - 2011
WMEL AM Radio January 2008 - January 2010
Skills
Marketing, Account Management, Marketing Communications, Sales, Email Marketing, Marketing Strategy, Advertising, Insurance, Sales Management, Leadership, Social Media Marketing, Editing, Life Insurance, Broadcast, Fixed Annuities, Customer Service, Public Speaking, Retirement Planning
Education
North Georgia College and State University
Sandy Reed's GamePlan Financial Marketing, LLC. Experience March 2012 - Present
Job Director of Advanced Annuity Sales at GamePlan Financial Marketing, LLC.
Industry Marketing and Advertising
Experience
GamePlan Financial Marketing, LLC. March 2012 - Present
Solar Dimensions April 2007 - March 2012
The Home Depot 2002 - 2007
Skills
Sales, Lead Generation, Marketing, Insurance, Fixed Annuities, Account Management, Retirement Planning, Public Speaking, Training, Sales Management, Customer Service, Fixed Income, Business Development, Strategic Planning, Leadership, Life Insurance
Education
Florida State University 2002 — 2005
Education
Coral Reef Senior High School 1999 — 2002
Diploma
GamePlan Financial Marketing, LLC. March 2012 - Present
Solar Dimensions April 2007 - March 2012
The Home Depot 2002 - 2007
Skills
Sales, Lead Generation, Marketing, Insurance, Fixed Annuities, Account Management, Retirement Planning, Public Speaking, Training, Sales Management, Customer Service, Fixed Income, Business Development, Strategic Planning, Leadership, Life Insurance
Education
Florida State University 2002 — 2005
Education
Coral Reef Senior High School 1999 — 2002
Diploma
Tony Pastore Tony Pastore's GamePlan Financial Marketing, LLC. Experience 2011 - 2011
Job Sr. VP of Annuity Sales At The Impact Partnership
Industry Financial Services
Experience
The Impact Partnership June 2011 - Present
GamePlan Financial Marketing, LLC. 2011 - 2011
Georgia State University July 2010 - December 2010
University of Tennessee at Chattanooga January 2007 - December 2009
Skills
Sales, Sales Management, Marketing, Fixed Income, Retirement Income..., Marketing Communications, Marketing Strategy, Sales Presentations, Relationship Management, Relationship Building, Public Speaking, Leadership, Coaching, Lead Generation, Fixed Annuities, Retirement Planning, Customer Service, New Business Development, Football, Insurance, Advertising, Life Insurance, Long-term Care, Consulting, Small Business, Strategic Planning, Contract Negotiation, Strategy, Account Management, Business Development
Education
The University of Tennessee at Chattanooga 2006 — 2009
Sports Admin
Kent State University
sequoyah
The Impact Partnership June 2011 - Present
GamePlan Financial Marketing, LLC. 2011 - 2011
Georgia State University July 2010 - December 2010
University of Tennessee at Chattanooga January 2007 - December 2009
Skills
Sales, Sales Management, Marketing, Fixed Income, Retirement Income..., Marketing Communications, Marketing Strategy, Sales Presentations, Relationship Management, Relationship Building, Public Speaking, Leadership, Coaching, Lead Generation, Fixed Annuities, Retirement Planning, Customer Service, New Business Development, Football, Insurance, Advertising, Life Insurance, Long-term Care, Consulting, Small Business, Strategic Planning, Contract Negotiation, Strategy, Account Management, Business Development
Education
The University of Tennessee at Chattanooga 2006 — 2009
Sports Admin
Kent State University
sequoyah
Ray Mohan's GamePlan Financial Marketing, LLC. Experience November 2014 - Present
Job GamePlan Financial Marketing, LLC.
Industry Financial Services
Experience
GamePlan Financial Marketing, LLC. November 2014 - Present
Bank of America September 2002 - October 2014
Guess? June 2000 - September 2002
Circuit City July 1997 - June 2000
Skills
Banking, Loans, Credit, Credit Analysis, Commercial Banking, Retail Banking, Credit Risk, Commercial Lending, Fixed Income, Portfolio Management, Operational Risk, Private Banking, Consumer Lending, Loan Origination, Lines Of Credit, Small Business Lending, Mortgage Banking, Risk Management, Sales, Strategic Planning
Education
Florida Atlantic University
Florida Atlantic University
GamePlan Financial Marketing, LLC. November 2014 - Present
Bank of America September 2002 - October 2014
Guess? June 2000 - September 2002
Circuit City July 1997 - June 2000
Skills
Banking, Loans, Credit, Credit Analysis, Commercial Banking, Retail Banking, Credit Risk, Commercial Lending, Fixed Income, Portfolio Management, Operational Risk, Private Banking, Consumer Lending, Loan Origination, Lines Of Credit, Small Business Lending, Mortgage Banking, Risk Management, Sales, Strategic Planning
Education
Florida Atlantic University
Florida Atlantic University
David Deady David Deady's GamePlan Financial Marketing, LLC. Experience November 2005 - April 2007
Job
Industry Marketing and Advertising
Experience
Marketing & Creative Consulting February 2012 - Present
Oversight Systems September 2008 - February 2012
Agent Video Intelligence April 2007 - August 2008
GamePlan Financial Marketing, LLC. November 2005 - April 2007
VistaScape Security Systems November 2003 - November 2005
IBM Internet Security Systems 1999 - 2003
Peachtree Software 1995 - 1998
Marketing Specifics 1994 - 1995
Skills
Management, Marketing, Start-ups, SaaS, Marketing Strategy, Lead Generation, Strategy, Product Marketing, Enterprise Software, Product Management
Education
St. Ambrose University
Bachelor’s Degree
Marketing & Creative Consulting February 2012 - Present
Oversight Systems September 2008 - February 2012
Agent Video Intelligence April 2007 - August 2008
GamePlan Financial Marketing, LLC. November 2005 - April 2007
VistaScape Security Systems November 2003 - November 2005
IBM Internet Security Systems 1999 - 2003
Peachtree Software 1995 - 1998
Marketing Specifics 1994 - 1995
Skills
Management, Marketing, Start-ups, SaaS, Marketing Strategy, Lead Generation, Strategy, Product Marketing, Enterprise Software, Product Management
Education
St. Ambrose University
Bachelor’s Degree
Jeff Brigdon Jeff Brigdon's GamePlan Financial Marketing, LLC. Experience January 2014 - Present
Job Vice President of Annuity Sales at GamePlan Financial Marketing, LLC.
Industry Insurance
Experience
GamePlan Financial Marketing, LLC. January 2014 - Present
GamePlan Financial Marketing, LLC. May 2003 - January 2014
Skills
Fixed Annuities, Retirement, Life Insurance, Retirement Planning, Long-term Care, 401k, Strategic Financial..., Insurance, Mutual Funds, Wealth Management, Investments, Financial Advisory, Financial Services, Selling, Financial Planners, Estate Planning, Wealth, IRAs, Long Term Care Insurance, Sales, Financial Planning
Education
Georgia Southern University - College of Business Administration 1996 — 2002
BA, Finance
GamePlan Financial Marketing, LLC. January 2014 - Present
GamePlan Financial Marketing, LLC. May 2003 - January 2014
Skills
Fixed Annuities, Retirement, Life Insurance, Retirement Planning, Long-term Care, 401k, Strategic Financial..., Insurance, Mutual Funds, Wealth Management, Investments, Financial Advisory, Financial Services, Selling, Financial Planners, Estate Planning, Wealth, IRAs, Long Term Care Insurance, Sales, Financial Planning
Education
Georgia Southern University - College of Business Administration 1996 — 2002
BA, Finance
Chris Seats's GamePlan Financial Marketing, LLC. Experience December 2006 - August 2009
Job Vertical Vision Financial Marketing
Industry Insurance
Experience
Vertical Vision Financial Marketing September 2009 - Present
GamePlan Financial Marketing, LLC. December 2006 - August 2009
Skills
Annuities, Retirement, Insurance, Investments, Financial Planning, Retirement Planning, Wealth Transfer, Fixed Annuities, Strategic Financial..., 401k, Wealth, Long-term Care, Life Insurance, Term Life Insurance, IRAs, Mutual Funds, Long Term Care Insurance, Series 6, Critical Illness, Small Business, Universal Life, Health Insurance, Whole Life, Financial Planners, Estate Planning, Wealth Management, Disability Insurance, Variable Annuities, Financial Advisory, 401k Rollovers, Wealth Accumulation, Roth IRA, Series 63, Investment Advisory, Wealth Management..., Income Protection, Financial Services, Pensions, Financial Goals, Permanent Life Insurance, Series 7, Asset Allocation, Investment Strategies, Licensed Life & Health...
Education
Kennesaw State University 2000 — 2004
Bachelor's degree, Business, Marketing
Vertical Vision Financial Marketing September 2009 - Present
GamePlan Financial Marketing, LLC. December 2006 - August 2009
Skills
Annuities, Retirement, Insurance, Investments, Financial Planning, Retirement Planning, Wealth Transfer, Fixed Annuities, Strategic Financial..., 401k, Wealth, Long-term Care, Life Insurance, Term Life Insurance, IRAs, Mutual Funds, Long Term Care Insurance, Series 6, Critical Illness, Small Business, Universal Life, Health Insurance, Whole Life, Financial Planners, Estate Planning, Wealth Management, Disability Insurance, Variable Annuities, Financial Advisory, 401k Rollovers, Wealth Accumulation, Roth IRA, Series 63, Investment Advisory, Wealth Management..., Income Protection, Financial Services, Pensions, Financial Goals, Permanent Life Insurance, Series 7, Asset Allocation, Investment Strategies, Licensed Life & Health...
Education
Kennesaw State University 2000 — 2004
Bachelor's degree, Business, Marketing
Michael Bergman's GamePlan Financial Marketing, LLC. Experience October 2009 - Present
Job Senior DirectorAdvanced Annuity Sales at GamePlan Financial Marketing, LLC.
Industry
Experience
GamePlan Financial Marketing, LLC. October 2009 - Present
Education
University of Central Florida 1999 — 2003
Bachelor's Degree
GamePlan Financial Marketing, LLC. October 2009 - Present
Education
University of Central Florida 1999 — 2003
Bachelor's Degree
Dustin Folsom's GamePlan Financial Marketing, LLC. Experience 2002 - 2003
Job Business Development Specialist at 3Mentors
Industry Insurance
Experience
3-Mentors March 2008 - Present
Equifax August 2005 - March 2008
Marlin Leasing July 2004 - July 2005
Tarkenton Financial 2003 - 2004
GamePlan Financial Marketing, LLC. 2002 - 2003
Skills
Cold Calling, Consultative Selling, B2B, Lead Generation, Account Management, Selling, New Business Development, Insurance, Retirement Planning, Sales, Fixed Annuities, Sales Process, Customer Retention, Management, Strategy, Small Business, Business Development, Professional...
Education
LaGrange College 1995 — 2000
BBA, Business Management
3-Mentors March 2008 - Present
Equifax August 2005 - March 2008
Marlin Leasing July 2004 - July 2005
Tarkenton Financial 2003 - 2004
GamePlan Financial Marketing, LLC. 2002 - 2003
Skills
Cold Calling, Consultative Selling, B2B, Lead Generation, Account Management, Selling, New Business Development, Insurance, Retirement Planning, Sales, Fixed Annuities, Sales Process, Customer Retention, Management, Strategy, Small Business, Business Development, Professional...
Education
LaGrange College 1995 — 2000
BBA, Business Management
Greg Spaeth's GamePlan Financial Marketing, LLC. Experience March 2006 - October 2013
Job President at INFORCE Solutions, LLC
Industry Insurance
Experience
INFORCE Solutions, LLC November 2013 - Present
GamePlan Financial Marketing, LLC. March 2006 - October 2013
National Life Group January 2012 - December 2012
Allianz Life April 2005 - February 2006
asset marketing 1999 - 2001
Skills
Fixed Annuities, Life Insurance, Long Term Care Insurance, Retirement Planning, Business Strategy, Sales Presentations, New Business Development, Sales Management, Training, Investments, Long-term Care, Term Life Insurance, Sales, Product Development, Retirement
Education
The University of North Dakota
INFORCE Solutions, LLC November 2013 - Present
GamePlan Financial Marketing, LLC. March 2006 - October 2013
National Life Group January 2012 - December 2012
Allianz Life April 2005 - February 2006
asset marketing 1999 - 2001
Skills
Fixed Annuities, Life Insurance, Long Term Care Insurance, Retirement Planning, Business Strategy, Sales Presentations, New Business Development, Sales Management, Training, Investments, Long-term Care, Term Life Insurance, Sales, Product Development, Retirement
Education
The University of North Dakota
Pamela Haulk-Hughes's GamePlan Financial Marketing, LLC. Experience March 2007 - Present
Job owner/agent at Strategic Retirement & Insurance Planning
Industry Insurance
Experience
Strategic Retirement & Insurance Planning 2010 - Present
Independant insurance agent March 2007 - Present
GamePlan Financial Marketing, LLC. March 2007 - Present
Shurwest Financial Group 2007 - Present
Skills
Fixed Annuities, Retirement, Life Insurance, Term Life Insurance, Disability Insurance, Medicare, Health Insurance, Healthcare, Long-term Care, IRAs, Legal Consulting, Financial Planners, Long Term Care Insurance, Elder Care, Whole Life, Veteran Advocate, Elder Care Advocate, 401k, Retirement Planning, Insurance, Financial Planning
Education
St. Vincent's Hospital School of Nursing 1973 — 1976
Nursing, Nursing
University of Alabama at Birmingham
Strategic Retirement & Insurance Planning 2010 - Present
Independant insurance agent March 2007 - Present
GamePlan Financial Marketing, LLC. March 2007 - Present
Shurwest Financial Group 2007 - Present
Skills
Fixed Annuities, Retirement, Life Insurance, Term Life Insurance, Disability Insurance, Medicare, Health Insurance, Healthcare, Long-term Care, IRAs, Legal Consulting, Financial Planners, Long Term Care Insurance, Elder Care, Whole Life, Veteran Advocate, Elder Care Advocate, 401k, Retirement Planning, Insurance, Financial Planning
Education
St. Vincent's Hospital School of Nursing 1973 — 1976
Nursing, Nursing
University of Alabama at Birmingham
Dan Landers's GamePlan Financial Marketing, LLC. Experience January 2004 - March 2007
Job Senior Manager Product Marketing and Planning at LG Electronics
Industry Mechanical or Industrial Engineering
Experience
LG Electronics August 2014 - Present
Qcept Technologies February 2014 - August 2014
Consolidated Energy Solutions, Inc. January 2014 - February 2014
CAMotion, Inc. December 2012 - January 2014
Emerson Climate Technologies May 2010 - December 2012
Emerson Climate Technologies January 2008 - May 2010
Emerson Climate Technologies June 2005 - January 2008
GamePlan Financial Marketing, LLC. January 2004 - March 2007
eOn Communications 2001 - 2005
Skills
Electronics, Product Development, Software Development, Embedded Systems, Product Management, C#, Integration, Automation, Engineering Management, Testing, Embedded Software, Engineering, Software Engineering, Manufacturing, C, Electrical Engineering, Programming, C++, Systems Engineering, Robotics, Software Design, Firmware, Requirements Analysis, Linux, Agile Methodologies, Microcontrollers, PLC
Education
LeTourneau University 1987 — 1991
Bachelor of Science (B.S.), Electrical and Electronics Engineering
LG Electronics August 2014 - Present
Qcept Technologies February 2014 - August 2014
Consolidated Energy Solutions, Inc. January 2014 - February 2014
CAMotion, Inc. December 2012 - January 2014
Emerson Climate Technologies May 2010 - December 2012
Emerson Climate Technologies January 2008 - May 2010
Emerson Climate Technologies June 2005 - January 2008
GamePlan Financial Marketing, LLC. January 2004 - March 2007
eOn Communications 2001 - 2005
Skills
Electronics, Product Development, Software Development, Embedded Systems, Product Management, C#, Integration, Automation, Engineering Management, Testing, Embedded Software, Engineering, Software Engineering, Manufacturing, C, Electrical Engineering, Programming, C++, Systems Engineering, Robotics, Software Design, Firmware, Requirements Analysis, Linux, Agile Methodologies, Microcontrollers, PLC
Education
LeTourneau University 1987 — 1991
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Stephen Odom's GamePlan Financial Marketing, LLC. Experience 2001 - 2011
Job President of The Impact Partnership
Industry Insurance
Experience
The Impact Partnership 2011 - Present
GamePlan Financial Marketing, LLC. 2001 - 2011
Skills
Fixed Annuities
Education
Kennesaw State University
Bachelor of Science (B.S.), Communication and Media Studies
The Impact Partnership 2011 - Present
GamePlan Financial Marketing, LLC. 2001 - 2011
Skills
Fixed Annuities
Education
Kennesaw State University
Bachelor of Science (B.S.), Communication and Media Studies
Justin Dickerson's GamePlan Financial Marketing, LLC. Experience June 2010 - July 2011
Job Web Marketing Associate at Big George's Home Appliance Mart
Industry Internet
Experience
Big George's Home Appliance Mart June 2013 - September 2014
Ballroom Dance Club at the University of Michigan July 2008 - August 2014
Solutions For VIP Dancers LTD September 2012 - December 2013
Solutions For VIP Dancers LC January 2009 - December 2013
Liberty Tax Service January 2013 - February 2013
American Insurance Organization June 2010 - July 2011
GamePlan Financial Marketing, LLC. June 2010 - July 2011
Aflac July 2009 - September 2009
Skills
Procurement, Order Processing, Problem Solving, Business Process, shipping, Accounts Receivable, Recieving, Microsoft Office, Stata, Customer Service, Economics, Invoicing, Mac OS X, Business, Accounts Payable, International Trade, Import, Import Logistics, International Relations, Econometrics, Health Economics, Econometric Modeling, Export, Export-Import, Instructor-led Training, Microsoft Excel, Sales, Shipping, Marketing, Data Analysis
Education
Washtenaw Community College 2013 — 2013
Web Technology
Eastern Michigan University 2008 — 2010
Master of Arts (MA), Health Economics
University of Toledo 2001 — 2007
Bachelor of Science (BS) in Pharmacuetical Sciences, Pharmacy Administration
Big George's Home Appliance Mart June 2013 - September 2014
Ballroom Dance Club at the University of Michigan July 2008 - August 2014
Solutions For VIP Dancers LTD September 2012 - December 2013
Solutions For VIP Dancers LC January 2009 - December 2013
Liberty Tax Service January 2013 - February 2013
American Insurance Organization June 2010 - July 2011
GamePlan Financial Marketing, LLC. June 2010 - July 2011
Aflac July 2009 - September 2009
Skills
Procurement, Order Processing, Problem Solving, Business Process, shipping, Accounts Receivable, Recieving, Microsoft Office, Stata, Customer Service, Economics, Invoicing, Mac OS X, Business, Accounts Payable, International Trade, Import, Import Logistics, International Relations, Econometrics, Health Economics, Econometric Modeling, Export, Export-Import, Instructor-led Training, Microsoft Excel, Sales, Shipping, Marketing, Data Analysis
Education
Washtenaw Community College 2013 — 2013
Web Technology
Eastern Michigan University 2008 — 2010
Master of Arts (MA), Health Economics
University of Toledo 2001 — 2007
Bachelor of Science (BS) in Pharmacuetical Sciences, Pharmacy Administration
Edward Harrigan's GamePlan Financial Marketing, LLC. Experience 2012 - 2014
Job Director at American Senior Advisors,LLC
Industry Financial Services
Experience
American Senior Advisors,LLC August 2005 - Present
GamePlan Financial Marketing, LLC. 2012 - 2014
Unkefer & Associates 2004 - 2014
Unkefer & Associates 2004 - 2014
Triquest Equity Management 2011 - 2013
American Equity 2001 - 2013
Skills
Retirement Planning, Insurance, Fixed Annuities, Retirement, Life Insurance, Term Life Insurance, Investments, Long-term Care, Financial Planners
Education
Temple University 1973 — 1978
BA, Science, Psychology, Economics
American Senior Advisors,LLC August 2005 - Present
GamePlan Financial Marketing, LLC. 2012 - 2014
Unkefer & Associates 2004 - 2014
Unkefer & Associates 2004 - 2014
Triquest Equity Management 2011 - 2013
American Equity 2001 - 2013
Skills
Retirement Planning, Insurance, Fixed Annuities, Retirement, Life Insurance, Term Life Insurance, Investments, Long-term Care, Financial Planners
Education
Temple University 1973 — 1978
BA, Science, Psychology, Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY