Hantz Financial Services
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Hantz Financial Services Employees
Hino Motors Sales February 2012 - Present
Hino Motors Sales November 2009 - February 2012
Baker College of Clinton Township May 2004 - November 2009
Front Row Sports December 2002 - February 2004
Hantz Financial Services July 2001 - August 2002
Skills
Customer Satisfaction..., Research Project..., Marketing, Management, Marketing Strategy, Customer Satisfaction, Sales Operations, Advertising, Event Management, Analysis, Customer Service, Program Management, Microsoft Office, Competitive Analysis, Account Management, Strategic Planning, Market Research, Customer Satisfaction..., Project Management, Sales, Selling, Building Brand Awareness, Pricing, Team Building, New Business Development
Education
Baker College Center for Graduate Studies 2008 — 2009
MBA, Business
Saginaw Valley State University - College of Business and Management 1996 — 2001
B.B.A., Business Management
Ash Brokerage December 2012 - Present
M&O Marketing July 2012 - October 2012
M&O Marketing February 2011 - October 2012
Hantz Group 2007 - 2011
Hantz Group 2007 - 2011
Hantz Financial Services 2007 - 2011
Skills
Customer Service, Strategic Financial..., Retirement Planning, Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Employee Benefits, Wealth Management, Fixed Annuities
Education
Saginaw Valley State University 2002 — 2007
Arts & Behavorial Science, Communications & Crimigal Justice
LPL Financial April 2011 - Present
Hantz Financial Services June 2001 - April 2011
Skills
Tax, Strategic Planning, Accounting, Retirement Planning, Estate Planning, Strategic Financial..., Investments, Wealth Management, Insurance, Asset Allocation, Securities, Mutual Funds, Finance, Investment Advisory, Risk Management, Financial Planning, Financial Planners, Series 7
Education
Michigan State University 1996 — 2001
BS, Business
Plymouth Salem High School 1993 — 1996
RevoluXion Wealth, LLC March 2013 - Present
Streeter Riddle Financial, LLC October 2011 - March 2013
Hantz Financial Services June 2004 - October 2011
Citizens Bank - Flint 1999 - 2004
Citizens Bank - Flint 1997 - 1999
Skills
Business Planning, Financial Planning, Estate Planning, Insurance, Investments, Small Business, East Cobb Financial..., East Cobb Financial..., Roswell Financial..., Roswell Financial..., Wealth Management, Alpharetta Financial..., Alpharetta Financial..., Financial Planner, Financial Advisor, Certified Financial..., Strategic Financial..., Financial Advisory, Finance, Financial Planners, Tax, Asset Management, Retirement, Portfolio Management, Analysis, Retirement Planning, Wealth, Start-ups, Alternative Investments, High Net Worth..., Risk Management, Tax Returns, Real Estate, Financial Services, Budgets, Bonds, Series 7, Investment Advisory, Mutual Funds, Securities, Asset Allocation, Financial Risk, 401k, Estate Tax Planning, Investment Strategies, Series 63, Personal Financial..., Life Insurance, Fixed Annuities, Investment Management
Education
Central Michigan University 2002 — 2004
MBA, Finance
Central Michigan University 1992 — 1994
BSBA, Accounting
Delta College 1990 — 1992
Associates, Business
HH Dow High 1987 — 1990
The Shoe Shine Guys January 2011 - Present
Hantz Financial Services January 1998 - December 2010
Tranex Financial January 1986 - January 1998
Skills
CRM, Customer Satisfaction, Customer Service, Entrepreneurship, Start-ups, Training, Leadership, Sales, Business Planning, Management, Time Management, Strategic Planning, Budgets, Finance, Process Improvement, Team Leadership, Insurance, Negotiation, Marketing, Small Business, Employee Benefits, Forecasting, Banking, Financial Analysis, Marketing Strategy, Social Media Marketing, Mergers & Acquisitions, Strategy, Sales Management, Risk Management, Investments, Retail, Estate Planning, Portfolio Management, Analysis, Leadership Development, Recruiting, Business Strategy, Fixed Annuities, Retirement, 401k, Investment Advisory, Social Networking, Retirement Planning, Executive Management, Market Research, Due Diligence, Wealth Management, Asset Management, Human Resources
Education
Saginaw Valley State University 1977 — 1980
Business
St. Stephens H.S. 1974 — 1977
diploma
St. Helen's
Meyer Capital Management Inc. January 2014 - Present
Hamilton County Government August 2011 - January 2014
Hantz Financial Services November 2010 - August 2011
Soaring Eagle Casino and Resort August 2007 - November 2010
The Men's Wearhouse, Inc May 2005 - December 2006
Skills
Registered Investment..., Bloomberg Terminal, Investments, Portfolio Management, Finance, Insurance, Series 7, Management, Excel, Word, Sales, Customer Service, Microsoft Excel, Fixed Income, PowerPoint, Microsoft Office, Series 66, Fixed Income Trading, Property & Casualty..., Fixed Income Portfolio..., Fixed Income Strategies
Education
Central Michigan University 2006 — 2010
B.S, Business Administration; FinanceFinance
AQuest Wealth Strategies May 2009 - Present
Hantz Financial Services September 1999 - April 2009
Skills
Estate Planning, Financial Planning, Insurance, Wealth Management, Securities, Financial Advisory, Strategic Financial...
Education
Northwood University - DeVos Graduate School 2005 — 2007
MBA, International Finance
Walsh College of Accountancy and Business Administration 1998 — 2000
Bachelor of Business Administration (B.B.A.), Accounting and Finance
CalU
Hantz Financial Services September 2015 - Present
Eagle Eye Golf Course April 2013 - Present
Skills
Microsoft Office, Customer Service, Microsoft Excel, Finance, Microsoft Word, Management, Teamwork, Public Speaking, Social Media, Team Leadership
Education
Michigan State University 2015 — 2019
Master’s Degree, Accounting and Finance, Junior Undergraduate
Lansing Community College 2012 — 2015
Transfer, Finance, General, Sophomore
Watt Companies August 2013 - Present
Caruso Affiliated March 2013 - July 2013
GreenPath Debt Solutions June 2009 - March 2013
Hantz Financial Services May 2008 - June 2009
Hantz Financial September 2007 - May 2008
Skills
Customer Service, MRI Software, Microsoft Office, Credit, Research, Time Management, Adobe Acrobat, Problem Solving, Communication Skills, Social Networking, Writing, Document Management, Personal Finance, Office Administration, Office Management, Multi Tasking, Lines Of Credit, Collaboration, Team-oriented, Organization, Fast Learner, Fast Paced Environment, Creative Solutions
Education
Michigan State University 2002 — 2006
Bachelor of Arts (B.A.), Sociology, With Honor
Lorin Industries November 2013 - Present
HAWORTH, INC May 2004 - November 2013
HAWORTH, INC January 2001 - May 2004
Huntington National Bank January 2000 - January 2001
HANTZ FINANCIAL SERVICES July 1998 - October 1999
Skills
Finance, Credit, Banking, Accounts Receivable, Financial Analysis, Accounting, Cash Flow, Financial Reporting, Forecasting, Cash Management, Corporate Finance, Treasury, Financial Modeling, Account Reconciliation, Risk Management, Letters of Credit, Trade Credit Insurance, Credit Analysis, Customer Service, Organization, Time Management
Education
Northwood University 1994 — 1999
Bachelor of Business Administration, Banking and Finance; Language Arts, Social Science
Northwood University 1994 — 1998
Bachelor of Business Administration, Banking & Finance
Hantz Financial Services
Skills
Retirement Planning, Fixed Annuities
Education
Michigan State University 1993 — 1998
Merrill Lynch October 2014 - Present
Hantz Financial Services May 2002 - September 2014
Skills
ChFC, Wealth Management, Securities, Strategic Financial..., Insurance, Retirement, Retirement Planning, Series 63, Series 7, Fixed Annuities, Investments, Life Insurance, Financial Planning
Education
Central Michigan University 1998 — 2002
Bachelor of science in business administration, Finance
OnDeck September 2014 - Present
Cresthill Capital April 2013 - July 2014
One Reverse Mortgage July 2012 - March 2013
Hantz Financial Services June 2011 - June 2012
Muscular Dystrophy Association May 2008 - August 2008
Skills
Social Media, Event Planning, Fundraising, Insurance, Marketing Communications, Social Media Marketing, Facebook, Time Management, Portfolio Management, Small Business, Mortgage Lending, Leadership, Finance, Loans, Strategic Financial..., Financial Analysis, Sales, Funding, Management, Financial Planning
Education
University of Michigan 2005 — 2009
Bachelor of Science (B.S.), Communications Studies
Lahser High School
Polychem Corporation February 2011 - Present
Mayfran International April 2007 - January 2011
Mayfran International June 2006 - April 2007
Hantz Financial Services February 2005 - June 2006
Enterprise Welding & Fabricating, Inc January 2003 - January 2005
Skills
Financial Reporting, Accounting, Auditing, Financial Analysis, Accounts Payable, Finance, Tax, Accounts Receivable, Analysis, Management, Teamwork, Manufacturing, Customer Service, Account Reconciliation, Payroll, Process Improvement, Internal Controls, Strategic Planning, Budgeting, Forecasting, Financial Statements, Cost Accounting, Variance Analysis, Cash Flow, Budgets, Business Planning, Strategy, Business Development, Business Process...
Education
Cleveland State University 2008 — 2010
MBA
Cleveland State University 2002 — 2003
Accounting
Edward Jones August 2015 - Present
Hantz Financial Services June 2014 - June 2015
Magiera Multimedia August 2008 - May 2014
National Coney Island September 2000 - May 2014
Make-A-Wish Foundation of Michigan June 2011 - January 2012
Skills
Event Management, Event Planning, Fundraising, Public Relations, Social Networking, Social Media
Education
Rochester College 2009 — 2010
BBA, Management