Garrison Financial, LLC
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Garrison Financial, LLC Employees
Garrison Benefits, LLC January 2011 - Present
Garrison Financial, LLC June 2013 - Present
Group Benefit Services September 2008 - December 2010
Meritain Health June 2004 - August 2008
Skills
Employee Benefits, Benefits Administration, Account Management, Insurance, COBRA, New Business Development, Customer Service, Sales Process, IT Operations, Microsoft Excel, Microsoft Word, Microsoft Office, Carrier Relationships, Carrier Services, System Administration, Sales Management, Sales, Renewals, Price Quotes, Enrollment Services, Compliance, HIPAA, Creative Problem Solving, Problem Management, Project Management, Account Reconciliation, Third Party Billing, Billing Process
Education
Howard Community College 2002 — 2003
Mount Hebron High School 1998 — 2002
Garrison Advisors, LLC 1994 - Present
Garrison Financial, LLC March 1994 - Present
Garrison Benefits, LLC 2008 - Present
Skills
Employee Benefits
Education
University of Delaware 1989 — 1993
BS, Economics
St. Pauls School
MassMutual Financial Group January 2013 - Present
Garrison Financial, LLC 2009 - Present
Northeastern Supply Inc August 2007 - March 2009
Education
Stevenson University 2004 — 2007
B.S., Business Administration
Mount St. Mary's University 2003 — 2004
B.S., Business Administration
The John Carroll School 1999 — 2003
St. James Academy
Garrison Financial, LLC June 2015 - Present
MassMutual Financial Group April 2015 - Present
Garrison Financial LLC 2013 - 2013
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), English Language and Literature, General
St. Paul's School for Boys 1998 — 2010
T. Rowe Price May 2015 - Present
T. Rowe Price October 2014 - Present
Garrison Financial, LLC November 2012 - September 2014
MassMutual Financial Group September 2011 - September 2014
United Way of Central Maryland June 2010 - August 2010
Skills
Series 7, Series 66, Wealth Management..., Investments, Mutual Funds, Risk Management, Financial Analysis, Estate Planning, Sales, Marketing, Small Business, Insurance, Access
Education
University of Delaware - Lerner College of Business and Economics
Bachelor of Science in Finance, Minors in Economics and Management Information Systems
McDonogh School
HMS Insurance Associates, Inc. 2014 - Present
Garrison Financial, LLC November 2008 - Present
HMS Insurance Associates, Inc. 2014 - 2015
Calvert School 2010 - 2012
Bay National Bank 2005 - 2008
Smith Barney 2002 - 2005
Deutsche Bank Alex. Brown 2000 - 2002
Webster-McDonald-Pfaff, Inc. 1994 - 2000
Skills
Business Planning, Wealth Management, Executive Pay, Insurance, Employee Benefits, Buy-Sell, Retirement Planning, Estate Planning, 401k, Retirement, Asset Management, Strategic Financial..., Portfolio Management, Securities, Financial Planning
Education
Boys' Latin School
University of North Carolina at Chapel Hill
Garrison Financial, LLC June 2009 - Present
MassMutual Financial Group April 2006 - September 2008
Skills
Securities, Financial Services, Finance, Retirement, Insurance, Employee Benefits, Mutual Funds, Investments, Marketing, Life Insurance, 401k, Disability Insurance
Education
Salisbury University - Perdue School of Business
B.S., Finance
Calvert Hall College Highschool 1997 — 2001
Garrison Financial, LLC 2005 - Present
Garrison Benefits, LLC 2005 - Present
Education
St. Paul's High School
University of North Carolina at Wilmington
B.A., History
Garrison Financial, LLC May 2015 - Present
Garrison Financial, LLC January 2015 - May 2015
The University of Toledo January 2014 - May 2014
Turning Point, Inc. June 2013 - August 2013
Christ the King Residence Center August 2009 - May 2010
Kingston Residence Of Sylvania September 2007 - May 2009
The Little House of West Side Montessori Center June 2006 - July 2006
Skills
Bilingualism, Working Memory, Creativity Skills, Business Travel, Tenacious Work Ethic
Education
University of Toledo 2011 — 2015
Bachelor's Degree, International Business and Marketing
Penn State University 2010 — 2011
Bachelor's Degree, Biomedical/Medical Engineering