Great Western Financial
Description
Address: 160 Central Park S, New York, NY 10019 Phone: (212) 600-1810: Hours: Place name: Category: : : : : : Website: Website: http://www.greatwest.com/ Category: Insurance agency 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. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a question See all questions (1) Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Great West Posting publicly on the Web Write a review Reviews Be the first to review
Great Western Financial List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Great Western Financial. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Great Western Financial Employees
Employee
Years
Job
Industry
Lisa Bilyeu Wicklman, MBA Lisa Bilyeu Wicklman, MBA's Great Western Financial Experience 1994 - 1997
Job SVP at Vantage Point Performance; Sales Management Consultant
Industry Management Consulting
Experience
Vantage Point Performance November 2012 - Present
Breakthrough PerformanceTech January 2008 - 2013
Cohen Brown Management Group December 1997 - November 2012
Great Western Financial 1994 - 1997
First Union 1990 - 1994
Skills
Coaching, Sales & Service Process..., Sales & Service Culture..., Sales Management, Consultative Selling, Customer Experience, Sales & Service..., Sales & Service Training, Behavioral Change, New Business Development, Account Management, Leadership Development, E-Learning, Selling, Management, Consulting, Culture Change, Sales, Training, Leadership, Business Development, Management Consulting, Change Management, Team Leadership, Business Strategy, Behavioural Change, Performance Management, Recruiting, Process Improvement, B2B, Team Building, Customer Service, Executive Management, Program Management, Strategic Planning, Organizational..., Talent Management, Onboarding, Executive Coaching, Performance Improvement, CRM, Strategy, Employee Training, Business Planning, Training Delivery
Education
Florida State University - College of Business 1986 — 1990
BS, Business Management
Nova Southeastern University 1997 — 2000
MBA, Business
Vantage Point Performance November 2012 - Present
Breakthrough PerformanceTech January 2008 - 2013
Cohen Brown Management Group December 1997 - November 2012
Great Western Financial 1994 - 1997
First Union 1990 - 1994
Skills
Coaching, Sales & Service Process..., Sales & Service Culture..., Sales Management, Consultative Selling, Customer Experience, Sales & Service..., Sales & Service Training, Behavioral Change, New Business Development, Account Management, Leadership Development, E-Learning, Selling, Management, Consulting, Culture Change, Sales, Training, Leadership, Business Development, Management Consulting, Change Management, Team Leadership, Business Strategy, Behavioural Change, Performance Management, Recruiting, Process Improvement, B2B, Team Building, Customer Service, Executive Management, Program Management, Strategic Planning, Organizational..., Talent Management, Onboarding, Executive Coaching, Performance Improvement, CRM, Strategy, Employee Training, Business Planning, Training Delivery
Education
Florida State University - College of Business 1986 — 1990
BS, Business Management
Nova Southeastern University 1997 — 2000
MBA, Business
Carol L. Fishburn, CFP® Carol L. Fishburn, CFP®'s Great Western Financial Experience 1991 - 1998
Job Managing Member, Brentwood Advisory Group, LLC
Industry Financial Services
Experience
Brentwood Advisory Group, LLC July 2000 - Present
City National Bank 1998 - July 2000
Great Western Financial 1991 - 1998
Glendale Federal Bank 1973 - 1991
Skills
Strategic Financial..., Investment Management, Retirement Planning, Portfolio Management, Insurance Review, Financial Advisory, Financial Services, Mutual Funds, Securities, Retirement, Investment Advisory, Wealth Management, Asset Allocation, Asset Management, Wealth, Wealth Management..., Alternative Investments, Financial Planners, Asset Protection, Asset Managment
Education
College of Financial Planning 1998 — 2000
Instruction for CFP, Financial Planning
California State University-Sacramento 1979 — 1981
MBA, Emphasis in Real Estate Finance
University of California, Santa Barbara 1967 — 1971
BA, Sociology
Brentwood Advisory Group, LLC July 2000 - Present
City National Bank 1998 - July 2000
Great Western Financial 1991 - 1998
Glendale Federal Bank 1973 - 1991
Skills
Strategic Financial..., Investment Management, Retirement Planning, Portfolio Management, Insurance Review, Financial Advisory, Financial Services, Mutual Funds, Securities, Retirement, Investment Advisory, Wealth Management, Asset Allocation, Asset Management, Wealth, Wealth Management..., Alternative Investments, Financial Planners, Asset Protection, Asset Managment
Education
College of Financial Planning 1998 — 2000
Instruction for CFP, Financial Planning
California State University-Sacramento 1979 — 1981
MBA, Emphasis in Real Estate Finance
University of California, Santa Barbara 1967 — 1971
BA, Sociology
Theresa (Taugher) Wooler Theresa (Taugher) Wooler's Great Western Financial Experience June 1995 - September 1996
Job Marketing Communications Coordinator at EvanMoor Educational Publishers
Industry Public Relations and Communications
Experience
Evan-Moor Educational Publishers October 2011 - Present
PR and Communications 2008 - October 2011
GCI Group Public Relations 1996 - 1998
Great Western Financial June 1995 - September 1996
La Salle High School September 1992 - June 1995
Skills
Writing, Public Relations, Media Relations, Corporate Communications, Marketing Communications, Content Development, Marketing Strategy, Press Releases, Message Development, Newsletters, Crisis Communications, Editing, Creative Writing, Email Marketing, Blogging
Education
University of California, Los Angeles 1987 — 1991
English Lit.
Evan-Moor Educational Publishers October 2011 - Present
PR and Communications 2008 - October 2011
GCI Group Public Relations 1996 - 1998
Great Western Financial June 1995 - September 1996
La Salle High School September 1992 - June 1995
Skills
Writing, Public Relations, Media Relations, Corporate Communications, Marketing Communications, Content Development, Marketing Strategy, Press Releases, Message Development, Newsletters, Crisis Communications, Editing, Creative Writing, Email Marketing, Blogging
Education
University of California, Los Angeles 1987 — 1991
English Lit.
Steven Black Steven Black's Great Western Financial Experience 1982 - 1985
Job Chief Risk Officer at Outpost International
Industry Executive Office
Experience
Outpost International January 2015 - Present
UPTick Vineyards and Winery May 2009 - Present
LPL Financial October 1998 - May 2009
Banc of America Investments 1991 - 1998
Van Kasper & CO 1988 - 1989
Securities Settlement 1986 - 1987
Great Western Financial 1982 - 1985
Merrill Lynch 1976 - 1981
Skills
Wine, Wineries, Management, Series 7, Investments, Strategic Financial..., Mutual Funds, Wealth Management, Securities, Asset Management, Retirement Planning, Financial Services
Education
Richard Stockton College of New Jersey 1975 — 1976
Outpost International January 2015 - Present
UPTick Vineyards and Winery May 2009 - Present
LPL Financial October 1998 - May 2009
Banc of America Investments 1991 - 1998
Van Kasper & CO 1988 - 1989
Securities Settlement 1986 - 1987
Great Western Financial 1982 - 1985
Merrill Lynch 1976 - 1981
Skills
Wine, Wineries, Management, Series 7, Investments, Strategic Financial..., Mutual Funds, Wealth Management, Securities, Asset Management, Retirement Planning, Financial Services
Education
Richard Stockton College of New Jersey 1975 — 1976
Steve Henningson, CIMA Steve Henningson, CIMA's Great Western Financial Experience August 1976 - April 1984
Job Principal at Concierge Wealth Management Group
Industry Investment Management
Experience
Concierge Wealth Management Group September 2014 - Present
SageView Advisory Group August 2004 - August 2014
Smith Barney May 1984 - August 2004
Great Western Financial August 1976 - April 1984
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Series 7, Wealth Management, Mutual Funds, 401k, Investments, Retirement Plan..., Retirement, Series 63, Estate Planning, Series 9, Series 65, Financial Advisory, Securities, Asset Management, Investment Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2000 — 2000
CIMA, Finance
Bradley University 1969 — 1973
BS, Economics, Political Science
Concierge Wealth Management Group September 2014 - Present
SageView Advisory Group August 2004 - August 2014
Smith Barney May 1984 - August 2004
Great Western Financial August 1976 - April 1984
Skills
Retirement Planning, Asset Allocation, Investment Advisory, Series 7, Wealth Management, Mutual Funds, 401k, Investments, Retirement Plan..., Retirement, Series 63, Estate Planning, Series 9, Series 65, Financial Advisory, Securities, Asset Management, Investment Management, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2000 — 2000
CIMA, Finance
Bradley University 1969 — 1973
BS, Economics, Political Science
Tim McGarry Tim McGarry's Great Western Financial Experience May 1994 - June 1997
Job Speech Writer, Media Relations Specialist
Industry Public Relations and Communications
Experience
Citadel Editorial May 2008 - Present
Washington Mutual July 1997 - November 2007
Great Western Financial May 1994 - June 1997
SunAmerica Inc. October 1992 - December 1993
HomeFed Bank (formerly Home Federal Savings) March 1986 - December 1991
California Savings & Loan League August 1983 - March 1986
Solomen & Coart Public Relations August 1979 - August 1983
Skills
Media Relations, Strategic Communications, Speech Writing, Issues Management, Communications Planning, Public Relations, Reputation, Corporate Communications, Financial Communications, Communication Training, Internal Communications, Marketing Communications, Strategy, Press Releases, Editing, Management, Publicity, Newsletters, Marketing, Public Affairs, Community Development
Education
University of California, Santa Barbara
Bachelor of Arts, Philosophy
Citadel Editorial May 2008 - Present
Washington Mutual July 1997 - November 2007
Great Western Financial May 1994 - June 1997
SunAmerica Inc. October 1992 - December 1993
HomeFed Bank (formerly Home Federal Savings) March 1986 - December 1991
California Savings & Loan League August 1983 - March 1986
Solomen & Coart Public Relations August 1979 - August 1983
Skills
Media Relations, Strategic Communications, Speech Writing, Issues Management, Communications Planning, Public Relations, Reputation, Corporate Communications, Financial Communications, Communication Training, Internal Communications, Marketing Communications, Strategy, Press Releases, Editing, Management, Publicity, Newsletters, Marketing, Public Affairs, Community Development
Education
University of California, Santa Barbara
Bachelor of Arts, Philosophy
William Daniel's Great Western Financial Experience 1986 - 1993
Job Senior Director at TIAACREF
Industry Real Estate
Experience
TIAA-CREF March 2015 - Present
TIAA-CREF March 2008 - March 2015
Daniel Financial Consulting 2004 - 2007
Triple Net Properties 2001 - 2003
PIMCO Advisors LP 1996 - 1998
First Interstate Bancorp 1993 - 1996
Great Western Financial 1986 - 1993
Skills
Finance, Consulting, Mergers & Acquisitions, Alternative Investments, Investments, Mergers, Asset Management, Equities, Securities, Human Resources, Financial Modeling, Real Estate, Banking, Start-ups, Capital Markets, Investment Banking, Wealth Management, Structured Finance, Accounting, Real Estate Economics, Series 7, Due Diligence, Corporate Finance, Portfolio Management, Real Estate Transactions, Disposition, Loans, Financial Structuring, Private Equity, Financial Analysis, Valuation
Education
Cornell University 1981 — 1983
Cornell University - Johnson Graduate School of Management 1981 — 1983
MBA, Finance
University of Mississippi 1976 — 1980
BA, BBA - Both Cum Laude, English, Finance
TIAA-CREF March 2015 - Present
TIAA-CREF March 2008 - March 2015
Daniel Financial Consulting 2004 - 2007
Triple Net Properties 2001 - 2003
PIMCO Advisors LP 1996 - 1998
First Interstate Bancorp 1993 - 1996
Great Western Financial 1986 - 1993
Skills
Finance, Consulting, Mergers & Acquisitions, Alternative Investments, Investments, Mergers, Asset Management, Equities, Securities, Human Resources, Financial Modeling, Real Estate, Banking, Start-ups, Capital Markets, Investment Banking, Wealth Management, Structured Finance, Accounting, Real Estate Economics, Series 7, Due Diligence, Corporate Finance, Portfolio Management, Real Estate Transactions, Disposition, Loans, Financial Structuring, Private Equity, Financial Analysis, Valuation
Education
Cornell University 1981 — 1983
Cornell University - Johnson Graduate School of Management 1981 — 1983
MBA, Finance
University of Mississippi 1976 — 1980
BA, BBA - Both Cum Laude, English, Finance
Jessica Hall Jessica Hall's Great Western Financial Experience April 2007 - October 2011
Job Sr. Loan Officer at Mid America Mortgage
Industry Banking
Experience
Mid America Mortgage October 2011 - Present
Great Western Financial April 2007 - October 2011
Great Western Financial Services Inc. April 2007 - October 2011
Skills
Mortgage Banking, Loss Mitigation, Loan Origination, Portfolio Management, Mortgage Lending, Residential Mortgages, FHA, Real Estate Financing, First Time Home Buyers, FHA financing, Refinance, Loans, Commercial Lending, Certified Mortgage..., Mortgage Underwriting, VA loans, Investments, Home Equity Lines of..., Real Estate, USDA, Credit, Consumer Lending, Underwriting, Reverse Mortgages, Commercial Mortgages, Home Equity Loans, Investment Properties, Sales Management, Government Loans, Banking, Mortgage Servicing, Residential Homes, Credit Analysis, Cold Calling, Loan Servicing, Construction Loans, Mortgage Marketing, Finance
Education
Texas Tech University 1997 — 2002
Mid America Mortgage October 2011 - Present
Great Western Financial April 2007 - October 2011
Great Western Financial Services Inc. April 2007 - October 2011
Skills
Mortgage Banking, Loss Mitigation, Loan Origination, Portfolio Management, Mortgage Lending, Residential Mortgages, FHA, Real Estate Financing, First Time Home Buyers, FHA financing, Refinance, Loans, Commercial Lending, Certified Mortgage..., Mortgage Underwriting, VA loans, Investments, Home Equity Lines of..., Real Estate, USDA, Credit, Consumer Lending, Underwriting, Reverse Mortgages, Commercial Mortgages, Home Equity Loans, Investment Properties, Sales Management, Government Loans, Banking, Mortgage Servicing, Residential Homes, Credit Analysis, Cold Calling, Loan Servicing, Construction Loans, Mortgage Marketing, Finance
Education
Texas Tech University 1997 — 2002
Matthew Overberg's Great Western Financial Experience 2007 - 2008
Job Accounting Professional Cloudbreak Capital
Industry Internet
Experience
CloudBreak Capital, LLC November 2008 - Present
Great Western Financial 2007 - 2008
Great Western Financial 2007 - 2008
Skills
Financial Accounting, Cost Accounting, Financial Statement..., Auditing, Fixed Assets, Financial Statement..., Income Tax, Financial Audits
Education
University of Phoenix 2012 — 2014
Master’s Degree, Accounting, 3.0
University of Phoenix 2002 — 2006
Bachelor’s Degree, Accounting, 3.5
CloudBreak Capital, LLC November 2008 - Present
Great Western Financial 2007 - 2008
Great Western Financial 2007 - 2008
Skills
Financial Accounting, Cost Accounting, Financial Statement..., Auditing, Fixed Assets, Financial Statement..., Income Tax, Financial Audits
Education
University of Phoenix 2012 — 2014
Master’s Degree, Accounting, 3.0
University of Phoenix 2002 — 2006
Bachelor’s Degree, Accounting, 3.5
Helen (Marine) Law Helen (Marine) Law's Great Western Financial Experience September 2012 - November 2014
Job SVP Texas Capital Bank
Industry Financial Services
Experience
Texas Capital Bank December 2014 - Present
Great Western Financial September 2012 - November 2014
CitiMortgage January 2007 - June 2010
Sebring Capital Partners, LP February 2003 - December 2006
Coastal Securities August 2000 - September 2001
Bank of America (formerly Countrywide Home Loans) December 1998 - September 1999
CashNet Financial Group March 1998 - December 1998
Bank of America (formerly Countrywide Home Loans) May 1995 - February 1998
Indymac Bank January 1993 - April 1995
Bank of America (formerly Countrywide Home Loans) June 1988 - December 1992
Skills
Credit, Mortgage Lending, Loan Origination, Banking, Risk Management, Project Management, Real Estate, Negotiation, Strategic Planning, Product Development, Customer Service, Operations Management, Product Management, Home Equity Lines of..., Team Building, Microsoft Word, Home Equity Loans, Microsoft Excel, Public Speaking, Microsoft Office, Event Planning, Warehouse Lending, Mortgage Operations, Regulatory Guidelines, Compliance, HMDA, Quality Control, Investor Relations, Encompass, Mortgage Banking
Education
University of California, Santa Barbara 1986 — 1988
Bachelor of Science (B.S.), Mathematics & Economics
Colorado College 1984 — 1986
Mathematics
Arcadia High School 1980 — 1984
Texas Capital Bank December 2014 - Present
Great Western Financial September 2012 - November 2014
CitiMortgage January 2007 - June 2010
Sebring Capital Partners, LP February 2003 - December 2006
Coastal Securities August 2000 - September 2001
Bank of America (formerly Countrywide Home Loans) December 1998 - September 1999
CashNet Financial Group March 1998 - December 1998
Bank of America (formerly Countrywide Home Loans) May 1995 - February 1998
Indymac Bank January 1993 - April 1995
Bank of America (formerly Countrywide Home Loans) June 1988 - December 1992
Skills
Credit, Mortgage Lending, Loan Origination, Banking, Risk Management, Project Management, Real Estate, Negotiation, Strategic Planning, Product Development, Customer Service, Operations Management, Product Management, Home Equity Lines of..., Team Building, Microsoft Word, Home Equity Loans, Microsoft Excel, Public Speaking, Microsoft Office, Event Planning, Warehouse Lending, Mortgage Operations, Regulatory Guidelines, Compliance, HMDA, Quality Control, Investor Relations, Encompass, Mortgage Banking
Education
University of California, Santa Barbara 1986 — 1988
Bachelor of Science (B.S.), Mathematics & Economics
Colorado College 1984 — 1986
Mathematics
Arcadia High School 1980 — 1984
Tryphenia Collins Tryphenia Collins's Great Western Financial Experience October 2009 - November 2010
Job Personal Assistant at Estate Lending Group
Industry Executive Office
Experience
Estate Lending Group November 2013 - Present
Ultimate Staffing April 2013 - November 2013
Law Offices of Ron Sokol November 2012 - January 2013
Steinberg & Foster October 2012 - October 2012
Countrywide August 2012 - October 2012
Great Western Financial October 2009 - November 2010
Steinberg & Foster 2002 - 2009
Your Serve Executives Suites 1998 - 2009
Caves & Associates 2000 - 2002
Thomas Dale & Associates 1997 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Event Planning, Administrative..., Team Building, Switchboard Operator, Nonprofits, Public Speaking, Process Scheduler, Invoicing
Education
El Camino College
Psychology
Estate Lending Group November 2013 - Present
Ultimate Staffing April 2013 - November 2013
Law Offices of Ron Sokol November 2012 - January 2013
Steinberg & Foster October 2012 - October 2012
Countrywide August 2012 - October 2012
Great Western Financial October 2009 - November 2010
Steinberg & Foster 2002 - 2009
Your Serve Executives Suites 1998 - 2009
Caves & Associates 2000 - 2002
Thomas Dale & Associates 1997 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Event Planning, Administrative..., Team Building, Switchboard Operator, Nonprofits, Public Speaking, Process Scheduler, Invoicing
Education
El Camino College
Psychology
Doug Bloomer Doug Bloomer's Great Western Financial Experience March 2008 - November 2013
Job Loan Originator NMLS #314815
Industry Financial Services
Experience
PrimeLending March 2015 - Present
PrimeLending March 2015 - Present
Supreme Lending June 2014 - February 2015
Service First Mortgage November 2013 - June 2014
Great Western Financial March 2008 - November 2013
Skills
Mortgage Banking, Loan Origination, Loans, Mortgage Lending, Credit, Public Speaking, FHA, New Home Purchase, Refinance, VA loans, Residential Mortgages, FHA financing, Construction Loans, Mortgage Underwriting, USDA, FHA Financing, Credit Analysis, VA Loans
Education
The University of Texas at Dallas
Business Administration and Management, General
PrimeLending March 2015 - Present
PrimeLending March 2015 - Present
Supreme Lending June 2014 - February 2015
Service First Mortgage November 2013 - June 2014
Great Western Financial March 2008 - November 2013
Skills
Mortgage Banking, Loan Origination, Loans, Mortgage Lending, Credit, Public Speaking, FHA, New Home Purchase, Refinance, VA loans, Residential Mortgages, FHA financing, Construction Loans, Mortgage Underwriting, USDA, FHA Financing, Credit Analysis, VA Loans
Education
The University of Texas at Dallas
Business Administration and Management, General
Sue Ludwig Sue Ludwig's Great Western Financial Experience 1972 - 1992
Job Bottom Line Fitness
Industry Health, Wellness and Fitness
Experience
Bottom Line Fitness November 1993 - Present
Great Western Bank February 1972 - March 1992
Great Western Financial 1972 - 1992
Skills
Personal Training, Nutrition, Wellbeing, Sports, Weight Management, Supplements, Rehabilitation, Stress Management, Training, Chronic Illness, Therapeutic Massage, Holistic Health, Fitness, Lifestyle, Wellness Coaching, Wellness
Education
Long Beach City College 1971 — 1975
California State University-Long Beach 1971 — 1973
Business
Bottom Line Fitness November 1993 - Present
Great Western Bank February 1972 - March 1992
Great Western Financial 1972 - 1992
Skills
Personal Training, Nutrition, Wellbeing, Sports, Weight Management, Supplements, Rehabilitation, Stress Management, Training, Chronic Illness, Therapeutic Massage, Holistic Health, Fitness, Lifestyle, Wellness Coaching, Wellness
Education
Long Beach City College 1971 — 1975
California State University-Long Beach 1971 — 1973
Business
Kevin Pilot's Great Western Financial Experience January 1988 - January 1990
Job Graduate Student at Talbot Theological Seminary
Industry Financial Services
Experience
Talbot Theological Seminary January 2004 - Present
Private Wealth Advisors January 2004 - September 2008
Vulture Holdings LLC January 2000 - January 2002
KCI Publications January 1997 - January 2000
Private Asset Management January 1997 - January 1998
Phoenix Capital Management January 1994 - January 1997
Glenfed Financial January 1990 - January 1994
Great Western Financial January 1988 - January 1990
Merrill Lynch January 1985 - January 1988
Skills
Quickbooks, Excel, Access, Microsoft Publisher, QuickBooks, Microsoft Excel, C++, Public Speaking, Portfolio Management, Investments, Strategy
Education
2012 - Talbot Theological Seminary 2010 — 2012
MA, Biblical Languages/NT Studies, 3.72
2009 - Talbot Theological Seminary 2007 — 2009
MA, Philosophy, 3.71
2006 - Talbot Theological Seminary 2004 — 2006
MA, Systematic Theology, 3.67
Biola University 1982 — 1986
BS, Business Administration, 3.5
Talbot Theological Seminary January 2004 - Present
Private Wealth Advisors January 2004 - September 2008
Vulture Holdings LLC January 2000 - January 2002
KCI Publications January 1997 - January 2000
Private Asset Management January 1997 - January 1998
Phoenix Capital Management January 1994 - January 1997
Glenfed Financial January 1990 - January 1994
Great Western Financial January 1988 - January 1990
Merrill Lynch January 1985 - January 1988
Skills
Quickbooks, Excel, Access, Microsoft Publisher, QuickBooks, Microsoft Excel, C++, Public Speaking, Portfolio Management, Investments, Strategy
Education
2012 - Talbot Theological Seminary 2010 — 2012
MA, Biblical Languages/NT Studies, 3.72
2009 - Talbot Theological Seminary 2007 — 2009
MA, Philosophy, 3.71
2006 - Talbot Theological Seminary 2004 — 2006
MA, Systematic Theology, 3.67
Biola University 1982 — 1986
BS, Business Administration, 3.5