HBW Insurance & Financial Services, Inc.
HBW Insurance & Financial Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at HBW Insurance & Financial Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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HBW Insurance & Financial Services, Inc. Employees
Employee
Years
Job
Industry
leo morris leo morris's HBW Insurance & Financial Services, Inc. Experience July 2007 - Present
Job Ministry Development/HeritageTrusts
Industry Financial Services
Experience
Phoenix Dream Center July 2014 - Present
HBW Insurance & Financial Services, Inc. July 2007 - Present
brewer oil 2010 - 2012
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Customer Service, Disability Insurance, Finance, Financial Analysis, Insurance, Investments, Leadership, 401k, Financial Planning, Long-term Care, First Time Home Buyers, Management, Microsoft Office, Microsoft Word, Microsoft Excel, Mortgage Lending, Mutual Funds, PowerPoint, Sales, Small Business, Strategic Financial..., Term Life Insurance, Process Improvement, Team Building, Marketing, Ministry Development
Education
University of Phoenix 2000 — 2001
cerification, Computer Systems Networking and Telecommunications
University of Phoenix-Albuquerque Campus 1996 — 1997
computers and networking., Computer Technology/Computer Systems Technology, 1
Phoenix Dream Center July 2014 - Present
HBW Insurance & Financial Services, Inc. July 2007 - Present
brewer oil 2010 - 2012
Skills
Fixed Annuities, Life Insurance, Retirement Planning, Retirement, Customer Service, Disability Insurance, Finance, Financial Analysis, Insurance, Investments, Leadership, 401k, Financial Planning, Long-term Care, First Time Home Buyers, Management, Microsoft Office, Microsoft Word, Microsoft Excel, Mortgage Lending, Mutual Funds, PowerPoint, Sales, Small Business, Strategic Financial..., Term Life Insurance, Process Improvement, Team Building, Marketing, Ministry Development
Education
University of Phoenix 2000 — 2001
cerification, Computer Systems Networking and Telecommunications
University of Phoenix-Albuquerque Campus 1996 — 1997
computers and networking., Computer Technology/Computer Systems Technology, 1
Nancy Deleon Nancy Deleon's HBW Insurance & Financial Services, Inc. Experience 2005 - 2008
Job President at NJD STREATEGIES LLC
Industry Insurance
Experience
COGO CAPITAL December 2013 - Present
NJD STRATEGIES LLC November 2013 - Present
THE INSURANCE EXCHANGE LTD June 2013 - Present
THE INSURANCE EXCHANGE LTD March 2009 - Present
The Insurance Exchange, Ltd. November 2008 - Present
HBW Insurance & Financial Services, Inc. 2005 - 2008
Skills
Health Insurance, Long-term Care, Insurance, Sales, Disability Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Commercial Insurance, Retirement Planning, Long Term Care Insurance, Fixed Annuities, Retirement, Top Sales Award for...
Education
Instituto de Banca y Comercio Inc 1989 — 1991
Airline and Tourism, Tourism and Travel Services Management
COGO CAPITAL December 2013 - Present
NJD STRATEGIES LLC November 2013 - Present
THE INSURANCE EXCHANGE LTD June 2013 - Present
THE INSURANCE EXCHANGE LTD March 2009 - Present
The Insurance Exchange, Ltd. November 2008 - Present
HBW Insurance & Financial Services, Inc. 2005 - 2008
Skills
Health Insurance, Long-term Care, Insurance, Sales, Disability Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Commercial Insurance, Retirement Planning, Long Term Care Insurance, Fixed Annuities, Retirement, Top Sales Award for...
Education
Instituto de Banca y Comercio Inc 1989 — 1991
Airline and Tourism, Tourism and Travel Services Management
Joseph Bonanno Joseph Bonanno's HBW Insurance & Financial Services, Inc. Experience January 2005 - Present
Job COO, CIO at HBW Insurance & Financial Services
Industry Financial Services
Experience
HBW Insurance & Financial Services, Inc. January 2005 - Present
Skills
Retirement Planning, Insurance, Strategic Financial..., Management, Business Development, Leadership, Retirement, Life Insurance, Investments, Fixed Annuities, Strategic Planning, Entrepreneurship
Education
University of California, Los Angeles
Bachelor of Arts (BA), English Language and Literature/Letters
HBW Insurance & Financial Services, Inc. January 2005 - Present
Skills
Retirement Planning, Insurance, Strategic Financial..., Management, Business Development, Leadership, Retirement, Life Insurance, Investments, Fixed Annuities, Strategic Planning, Entrepreneurship
Education
University of California, Los Angeles
Bachelor of Arts (BA), English Language and Literature/Letters
Bro John Ola Bro John Ola's HBW Insurance & Financial Services, Inc. Experience May 2005 - Present
Job Independently contracted Agency Vice President at HBW Insurance & Financial Services, Inc.
Industry Retail
Experience
HBW Insurance & Financial Services, Inc. May 2005 - Present
Visions Insurance&Financial Services June 2004 - Present
Shine Jewelry Co. October 1989 - Present
Skills
Microsoft Office, Retail, Strategic Planning, Public Speaking, Marketing, Team Building, Customer Service, Microsoft Excel, Microsoft Word, Social Networking, Social Media, Marketing Strategy, Public Relations, New Business Development, Social Media Marketing, Leadership, Sales, Small Business
Education
Texas Southern University
Master's Degree, Public Finance
HBW Insurance & Financial Services, Inc. May 2005 - Present
Visions Insurance&Financial Services June 2004 - Present
Shine Jewelry Co. October 1989 - Present
Skills
Microsoft Office, Retail, Strategic Planning, Public Speaking, Marketing, Team Building, Customer Service, Microsoft Excel, Microsoft Word, Social Networking, Social Media, Marketing Strategy, Public Relations, New Business Development, Social Media Marketing, Leadership, Sales, Small Business
Education
Texas Southern University
Master's Degree, Public Finance
Joel Broersma CFP, EA Joel Broersma CFP, EA's HBW Insurance & Financial Services, Inc. Experience 2004 - Present
Job President at HBW Securities LLC
Industry Financial Services
Experience
HBW Securities LLC October 2014 - Present
HBW Advisory Services LLC 2008 - Present
State Licenses 2007 - Present
HBW Securities LLC 2006 - Present
Pathway Financial Design 2004 - Present
HBW Insurance & Financial Services, Inc. 2004 - Present
Broersma and Associates 2004 - Present
Clark Financial Group 2005 - December 2011
Skills
Estate Planning, Strategic Financial..., Investments, Securities, Insurance, IRS Enrolled Agent, Life Insurance, Financial Planners, Long Term Care Insurance, Financial Advisory, Financial Services, IRAs, Retirement Planning, 401k, Retirement, Fixed Annuities, Finance, Mutual Funds, Term Life Insurance, Investment Advisory, Long-term Care, Wealth Accumulation, Roth IRA, Disability Insurance, Financial Education, Protection..., Employee Stock Options, FINRA, Tax-advantaged..., Health Insurance, Loans, High Deductible Health..., Financial Analysis, General Securities..., Investment Strategies
Education
College for Financial Planning 2004 — 2006
CFP(R), Financial Planning
HBW Securities LLC October 2014 - Present
HBW Advisory Services LLC 2008 - Present
State Licenses 2007 - Present
HBW Securities LLC 2006 - Present
Pathway Financial Design 2004 - Present
HBW Insurance & Financial Services, Inc. 2004 - Present
Broersma and Associates 2004 - Present
Clark Financial Group 2005 - December 2011
Skills
Estate Planning, Strategic Financial..., Investments, Securities, Insurance, IRS Enrolled Agent, Life Insurance, Financial Planners, Long Term Care Insurance, Financial Advisory, Financial Services, IRAs, Retirement Planning, 401k, Retirement, Fixed Annuities, Finance, Mutual Funds, Term Life Insurance, Investment Advisory, Long-term Care, Wealth Accumulation, Roth IRA, Disability Insurance, Financial Education, Protection..., Employee Stock Options, FINRA, Tax-advantaged..., Health Insurance, Loans, High Deductible Health..., Financial Analysis, General Securities..., Investment Strategies
Education
College for Financial Planning 2004 — 2006
CFP(R), Financial Planning
Robert Davidson's HBW Insurance & Financial Services, Inc. Experience June 2009 - Present
Job Financial & Insurance Consultant
Industry Financial Services
Experience
HBW Insurance & Financial Services, Inc. June 2009 - Present
United American Insurance Company 2007 - 2009
Primerica Financial Services 1991 - 2006
A. L. Williams 1983 - 1991
Skills
Health Insurance, Insurance, Life Insurance, Brokers, General Insurance, Claim, Underwriting, Strategy, Sales, Selling, Fixed Annuities, Wealth Management, Negotiation, Liability, Training, Investments, Accident, Marketing, Team Building, Strategic Financial..., Disability Insurance, Strategic Planning, Term Life Insurance, Sales Management, Commercial Insurance, Small Business, Business, Whole Life, Long-term Care, Business Planning, Leadership, Property & Casualty..., Analysis, Retirement Planning, Business Development, Workers Compensation, Risk Management, New Business Development, Retirement, Coaching, Account Management, Medicare, Employee Benefits, Financial Services, Portfolio Management, 401k, Management, Direct Sales, Estate Planning, Sales Process
Education
Purdue University 1972 — 1981
Bachelor of Science (B.S.), Mathematics
HBW Insurance & Financial Services, Inc. June 2009 - Present
United American Insurance Company 2007 - 2009
Primerica Financial Services 1991 - 2006
A. L. Williams 1983 - 1991
Skills
Health Insurance, Insurance, Life Insurance, Brokers, General Insurance, Claim, Underwriting, Strategy, Sales, Selling, Fixed Annuities, Wealth Management, Negotiation, Liability, Training, Investments, Accident, Marketing, Team Building, Strategic Financial..., Disability Insurance, Strategic Planning, Term Life Insurance, Sales Management, Commercial Insurance, Small Business, Business, Whole Life, Long-term Care, Business Planning, Leadership, Property & Casualty..., Analysis, Retirement Planning, Business Development, Workers Compensation, Risk Management, New Business Development, Retirement, Coaching, Account Management, Medicare, Employee Benefits, Financial Services, Portfolio Management, 401k, Management, Direct Sales, Estate Planning, Sales Process
Education
Purdue University 1972 — 1981
Bachelor of Science (B.S.), Mathematics
Jameson Derringer's HBW Insurance & Financial Services, Inc. Experience June 2001 - May 2015
Job Currently working on a Boblo boats documentary
Industry Media Production
Experience
Quicken Loans July 2015 - Present
Quicken Loans July 2015 - Present
Karmanos Cancer Institute May 2015 - July 2015
HBW Insurance & Financial Services, Inc. June 2001 - May 2015
Skills
Java, C, C++, Programming, Game Development, Python, C#, JavaScript, HTML, Game Design, PHP, MySQL, CSS, Public Speaking, Group Dynamics, Group Development, Employee Training, Technical Training, Time Management, Organization, Organizational..., Video Game Production, HD Camera Operation, Studio Camera Operation, Video Editing, Video Production, Color Correction, Non-linear Editing, Pre-production Planning, Pre-production, Storyboarding, Visual Storytelling, Adobe Creative Suite, After Effects, Adobe Muse, Photoshop, Premiere, Lightroom, Illustrator, Dreamweaver, Story, Camera Operation, Web Design, Web Development, Film Production, Post Production, Media Production, Production Planning, Production Management
Education
Specs Howard School of Media Arts 2014 — 2015
Diploma for Digital Media Arts, Digital Communication and Media/Multimedia, A
Baker College of Clinton Township 2013 — 2015
Bachelor of Computer Science with Concentration in Game Development, Computer Science, Current 3.89 GPA
Utica High School 1998 — 2001
Diploma, General Studies
Quicken Loans July 2015 - Present
Quicken Loans July 2015 - Present
Karmanos Cancer Institute May 2015 - July 2015
HBW Insurance & Financial Services, Inc. June 2001 - May 2015
Skills
Java, C, C++, Programming, Game Development, Python, C#, JavaScript, HTML, Game Design, PHP, MySQL, CSS, Public Speaking, Group Dynamics, Group Development, Employee Training, Technical Training, Time Management, Organization, Organizational..., Video Game Production, HD Camera Operation, Studio Camera Operation, Video Editing, Video Production, Color Correction, Non-linear Editing, Pre-production Planning, Pre-production, Storyboarding, Visual Storytelling, Adobe Creative Suite, After Effects, Adobe Muse, Photoshop, Premiere, Lightroom, Illustrator, Dreamweaver, Story, Camera Operation, Web Design, Web Development, Film Production, Post Production, Media Production, Production Planning, Production Management
Education
Specs Howard School of Media Arts 2014 — 2015
Diploma for Digital Media Arts, Digital Communication and Media/Multimedia, A
Baker College of Clinton Township 2013 — 2015
Bachelor of Computer Science with Concentration in Game Development, Computer Science, Current 3.89 GPA
Utica High School 1998 — 2001
Diploma, General Studies
Dave Veltkamp Dave Veltkamp's HBW Insurance & Financial Services, Inc. Experience 2005 - Present
Job Senior Partner, Pathway Financial Design
Industry Financial Services
Experience
Pathway Financial Design June 2005 - Present
HBW Insurance & Financial Services, Inc. 2005 - Present
Pathway Financial Design 1981 - Present
Skills
Retirement Planning, Insurance, Strategic Financial..., Investments, Retirement, Finance, Wealth Management, Securities, Financial Planners, Mutual Funds, Asset Allocation, Fixed Annuities, 401k, Wealth, Financial Advisory, Small Business, Estate Planning, IRAs, Disability Insurance, Asset Management, Investment Strategies, Life Insurance, Business Planning, Investment Advisory, Income Protection, Pensions, Financial Planning, Mortgage Lending, Long-term Care
Education
Calvin College 1969 — 1973
BA, Spanish & History
Pathway Financial Design June 2005 - Present
HBW Insurance & Financial Services, Inc. 2005 - Present
Pathway Financial Design 1981 - Present
Skills
Retirement Planning, Insurance, Strategic Financial..., Investments, Retirement, Finance, Wealth Management, Securities, Financial Planners, Mutual Funds, Asset Allocation, Fixed Annuities, 401k, Wealth, Financial Advisory, Small Business, Estate Planning, IRAs, Disability Insurance, Asset Management, Investment Strategies, Life Insurance, Business Planning, Investment Advisory, Income Protection, Pensions, Financial Planning, Mortgage Lending, Long-term Care
Education
Calvin College 1969 — 1973
BA, Spanish & History
James E. Tome' James E. Tome''s HBW Insurance & Financial Services, Inc. Experience August 2003 - Present
Job HBW Insurance & Financial Services, Inc.
Industry Financial Services
Experience
HBW Insurance & Financial Services September 2013 - Present
HBW Insurance & Financial Services, Inc. August 2003 - Present
HBW Insurance & Financial Services 2003 - 2012
Health Source December 1996 - August 2003
Skills
Long Term Care, Agent, Long-term Care, Retirement Planning, Fixed Annuities, Life Insurance, Term Life Insurance, IRAs, Insurance, Strategic Financial..., Wealth, Retirement, Disability Insurance, 401k, Long Term Care Insurance, Health Insurance, Retirement Savings, Estate Planning, Wealth Management, Universal Life, Employee Benefits, Mutual Funds, Financial Planners, Small Business, Indexed Annuities, Investments, Critical Illness, Whole Life, Financial Planning
Education
New Mexico State University
HBW Insurance & Financial Services September 2013 - Present
HBW Insurance & Financial Services, Inc. August 2003 - Present
HBW Insurance & Financial Services 2003 - 2012
Health Source December 1996 - August 2003
Skills
Long Term Care, Agent, Long-term Care, Retirement Planning, Fixed Annuities, Life Insurance, Term Life Insurance, IRAs, Insurance, Strategic Financial..., Wealth, Retirement, Disability Insurance, 401k, Long Term Care Insurance, Health Insurance, Retirement Savings, Estate Planning, Wealth Management, Universal Life, Employee Benefits, Mutual Funds, Financial Planners, Small Business, Indexed Annuities, Investments, Critical Illness, Whole Life, Financial Planning
Education
New Mexico State University
Ernest Dufort Ernest Dufort's HBW Insurance & Financial Services, Inc. Experience January 2003 - Present
Job President at New Vision Insurance Agency,Inc.
Industry Financial Services
Experience
New Vision Insurance Agency,Inc. November 2006 - Present
HBW Insurance & Financial Services, Inc. January 2003 - Present
Education
Life Christian University 2010 — 2010
Diploma in Theology, Theology
Florida Gulf Coast University 2000 — 2001
Computer Information System
Institut Superieur Technique d'Haiti 1992 — 1997
BA, Civil Engineering
New Vision Insurance Agency,Inc. November 2006 - Present
HBW Insurance & Financial Services, Inc. January 2003 - Present
Education
Life Christian University 2010 — 2010
Diploma in Theology, Theology
Florida Gulf Coast University 2000 — 2001
Computer Information System
Institut Superieur Technique d'Haiti 1992 — 1997
BA, Civil Engineering
Dave Broadworth Dave Broadworth's HBW Insurance & Financial Services, Inc. Experience September 2009 - September 2011
Job Realtor at Tremaine Real Living Real Estate
Industry Real Estate
Experience
Tremaine Real Living Real Estate May 2012 - Present
self emloyed September 2011 - 2014
HBW Insurance & Financial Services, Inc. September 2009 - September 2011
Fenton Regional Chamber of Commerce 2009 - 2010
Primerica Financial Services March 2008 - September 2009
It's The Law Legal Services, P.C. August 1985 - June 2007
It's The Law Legal Services 1985 - 2005
EDS June 1998 - February 2001
Skills
Business Development, Real Estate, Financial Education, Process Scheduler, Leadership, Marketing, Negotiation, Team Building, Strategic Planning, Investments, Public Speaking, Networking, Management, Small Business, Referrals, Sales Management, Contract Negotiation, Sellers, Selling
Education
University of Michigan-Flint 1977 — 1981
BA, Business
Grand Blanc
Tremaine Real Living Real Estate May 2012 - Present
self emloyed September 2011 - 2014
HBW Insurance & Financial Services, Inc. September 2009 - September 2011
Fenton Regional Chamber of Commerce 2009 - 2010
Primerica Financial Services March 2008 - September 2009
It's The Law Legal Services, P.C. August 1985 - June 2007
It's The Law Legal Services 1985 - 2005
EDS June 1998 - February 2001
Skills
Business Development, Real Estate, Financial Education, Process Scheduler, Leadership, Marketing, Negotiation, Team Building, Strategic Planning, Investments, Public Speaking, Networking, Management, Small Business, Referrals, Sales Management, Contract Negotiation, Sellers, Selling
Education
University of Michigan-Flint 1977 — 1981
BA, Business
Grand Blanc
Shari Ferguson Shari Ferguson's HBW Insurance & Financial Services, Inc. Experience April 2007 - Present
Job Independently Contracted Sr. Agency Manager at HBW Insurance & Financial Services, Inc.
Industry Financial Services
Experience
Blue Cross Blue Shield of Texas August 2011 - Present
HBW Insurance & Financial Services, Inc. April 2007 - Present
Assurant Health April 2007 - Present
Primerica Financial Services November 2003 - April 2007
BMC Software April 1999 - October 2003
Cyber Technology, LLC January 1998 - April 1999
SAIC August 1994 - December 1998
Skills
Strategic Financial..., Retirement Planning, Life Insurance, Fixed Annuities, Small Business, 401k, Employee Benefits, Insurance, IRAs, Long Term Care Insurance, Health Insurance, Estate Planning, Underwriting, Medicare
Education
Texas A&M University 1979 — 1983
BBA, Finance
Blue Cross Blue Shield of Texas August 2011 - Present
HBW Insurance & Financial Services, Inc. April 2007 - Present
Assurant Health April 2007 - Present
Primerica Financial Services November 2003 - April 2007
BMC Software April 1999 - October 2003
Cyber Technology, LLC January 1998 - April 1999
SAIC August 1994 - December 1998
Skills
Strategic Financial..., Retirement Planning, Life Insurance, Fixed Annuities, Small Business, 401k, Employee Benefits, Insurance, IRAs, Long Term Care Insurance, Health Insurance, Estate Planning, Underwriting, Medicare
Education
Texas A&M University 1979 — 1983
BBA, Finance
Glenn Terry, President's HBW Insurance & Financial Services, Inc. Experience April 2003 - Present
Job Independent Insurance & Financial Service Agent
Industry Insurance
Experience
Terry Insurance & Financial Services, Inc. April 2003 - Present
HBW Insurance & Financial Services, Inc. April 2003 - Present
LeTip International 2006 - 2008
Americas Lending Group 2006 - 2007
Skills
Insurance, Disability Insurance, Retirement Planning, Annuities, Estate Planning, Team Building, Coaching, Retirement, Fixed Annuities, Small Business, Property & Casualty..., Term Life Insurance, Strategic Financial..., Life Insurance, Long-term Care, Health Insurance, 401k, IRAs, Financial Services, Mutual Funds, Employee Benefits, Investments, Financial Planners, Indexed Annuities, Wealth, Universal Life, Retirement Savings, Mortgage Lending, Wealth Accumulation, Wealth Management, Roth IRA, Whole Life, Underwriting, Personal Finance, Premium Financing, Commercial Insurance, Financial Advisory, Long Term Care Insurance, Risk Management, Umbrella Insurance, Liability, Financial Planning
Education
College of the Canyons 1989 — 1991
Law Enforcement, Baseball
Saugus High 1985 — 1989
High School
Terry Insurance & Financial Services, Inc. April 2003 - Present
HBW Insurance & Financial Services, Inc. April 2003 - Present
LeTip International 2006 - 2008
Americas Lending Group 2006 - 2007
Skills
Insurance, Disability Insurance, Retirement Planning, Annuities, Estate Planning, Team Building, Coaching, Retirement, Fixed Annuities, Small Business, Property & Casualty..., Term Life Insurance, Strategic Financial..., Life Insurance, Long-term Care, Health Insurance, 401k, IRAs, Financial Services, Mutual Funds, Employee Benefits, Investments, Financial Planners, Indexed Annuities, Wealth, Universal Life, Retirement Savings, Mortgage Lending, Wealth Accumulation, Wealth Management, Roth IRA, Whole Life, Underwriting, Personal Finance, Premium Financing, Commercial Insurance, Financial Advisory, Long Term Care Insurance, Risk Management, Umbrella Insurance, Liability, Financial Planning
Education
College of the Canyons 1989 — 1991
Law Enforcement, Baseball
Saugus High 1985 — 1989
High School
Minister Angela Cohen-Green Minister Angela Cohen-Green's HBW Insurance & Financial Services, Inc. Experience June 2012 - Present
Job Insurance Agent at HBW Insurance & Financial Services, Inc.
Industry Financial Services
Experience
HBW Insurance & Financial Services, Inc. June 2012 - Present
Anytime 247 Daycare January 1979 - Present
Education
Swarthmore College 1977 — 1981
Psychology
HBW Insurance & Financial Services, Inc. June 2012 - Present
Anytime 247 Daycare January 1979 - Present
Education
Swarthmore College 1977 — 1981
Psychology
Frank Lategano's HBW Insurance & Financial Services, Inc. Experience March 2011 - December 2014
Job Seeking new opportunities
Industry Oil & Energy
Experience
Welker, Inc. April 2012 - March 2015
HBW Insurance & Financial Services, Inc. March 2011 - December 2014
Aflac February 2010 - March 2013
Krueger & Catalano Capital Partners, LLC December 2008 - December 2010
K & C Benefit Partners December 2008 - March 2010
Laser Shot, Inc. March 2007 - February 2008
It Is Done, LLC September 2002 - August 2006
Gentiva Health Services January 2001 - January 2002
American Nursing Services, Inc. January 2000 - January 2001
Diversified Computer Consultants April 1998 - June 2000
Skills
Sales, Customer Retention, Territory Planning, Life Insurance, Retirement Planning, Sales Operations, Recruiting, Leadership, Long-term Care, Training, Insurance, Start-ups, Strategic Planning, Strategy, B2B, Team Building, Small Business, Coaching, Sales Management, Business Development, Account Management, Negotiation, Marketing, Customer Service, Employee Benefits, Direct Sales, New Business Development, Public Speaking, Selling, Healthcare, Contract Negotiation, Business Planning, Team Leadership, Networking, Time Management, Management, CRM, Cold Calling, Operations Management, Sales Process, Market Analysis, Human Resources, Business Strategy, Consulting, Analysis, Budgets, Executive Management, Forecasting, Finance, Vendor Management
Education
New York University 1968 — 1972
B.A., Social Psychology
University of New Orleans 1979 — 1981
Accounting
Welker, Inc. April 2012 - March 2015
HBW Insurance & Financial Services, Inc. March 2011 - December 2014
Aflac February 2010 - March 2013
Krueger & Catalano Capital Partners, LLC December 2008 - December 2010
K & C Benefit Partners December 2008 - March 2010
Laser Shot, Inc. March 2007 - February 2008
It Is Done, LLC September 2002 - August 2006
Gentiva Health Services January 2001 - January 2002
American Nursing Services, Inc. January 2000 - January 2001
Diversified Computer Consultants April 1998 - June 2000
Skills
Sales, Customer Retention, Territory Planning, Life Insurance, Retirement Planning, Sales Operations, Recruiting, Leadership, Long-term Care, Training, Insurance, Start-ups, Strategic Planning, Strategy, B2B, Team Building, Small Business, Coaching, Sales Management, Business Development, Account Management, Negotiation, Marketing, Customer Service, Employee Benefits, Direct Sales, New Business Development, Public Speaking, Selling, Healthcare, Contract Negotiation, Business Planning, Team Leadership, Networking, Time Management, Management, CRM, Cold Calling, Operations Management, Sales Process, Market Analysis, Human Resources, Business Strategy, Consulting, Analysis, Budgets, Executive Management, Forecasting, Finance, Vendor Management
Education
New York University 1968 — 1972
B.A., Social Psychology
University of New Orleans 1979 — 1981
Accounting
John J. Yuhico John J. Yuhico's HBW Insurance & Financial Services, Inc. Experience June 2012 - Present
Job Financial Services, Licensed Independent Life Insurance Agent, Mortgage Loan Coordinator
Industry Financial Services
Experience
HBW Insurance & Financial Services, Inc. June 2012 - Present
Best Capital Funding September 2009 - Present
ACINET Inc 2012 - 2013
Network Telephone Services, Inc 2010 - 2012
Network Telephone Services 1998 - April 2009
Cardservice International 1991 - 1998
United Coconut Planters Bank 1989 - 1990
United Coconut Planters Bank 1986 - 1989
United Coconut Planters Bank 1984 - 1985
Skills
Business Analysis, Payments, Credit, Risk, Customer Service, Credit Cards, Financial Risk, Mortgage Lending, E-commerce, CRM, ACH, Loans, Gift Cards, Leadership, Team Building, Strategic Planning, PCI DSS, Strategic Partnerships, Change Management, Electronic Payments, Financial Services, Process Improvement, Program Management, Life Insurance, Vendor Management, Management, Debit Cards, Training, Strategy, Merchant Services, Forecasting, Risk Management, Employee Benefits, Insurance, Mobile Commerce, Payment Industry, Sales Management, Pricing, Customer Retention, Finance, Account Management, Relationship Management, Product Management, Access, Customer Experience, Portfolio Management, Underwriting, AML, Banking, Analysis
Education
De La Salle University 1979 — 1983
BS Business & Economics, Business Management
Colegio de San Juan de Letran 1975 — 1979
HBW Insurance & Financial Services, Inc. June 2012 - Present
Best Capital Funding September 2009 - Present
ACINET Inc 2012 - 2013
Network Telephone Services, Inc 2010 - 2012
Network Telephone Services 1998 - April 2009
Cardservice International 1991 - 1998
United Coconut Planters Bank 1989 - 1990
United Coconut Planters Bank 1986 - 1989
United Coconut Planters Bank 1984 - 1985
Skills
Business Analysis, Payments, Credit, Risk, Customer Service, Credit Cards, Financial Risk, Mortgage Lending, E-commerce, CRM, ACH, Loans, Gift Cards, Leadership, Team Building, Strategic Planning, PCI DSS, Strategic Partnerships, Change Management, Electronic Payments, Financial Services, Process Improvement, Program Management, Life Insurance, Vendor Management, Management, Debit Cards, Training, Strategy, Merchant Services, Forecasting, Risk Management, Employee Benefits, Insurance, Mobile Commerce, Payment Industry, Sales Management, Pricing, Customer Retention, Finance, Account Management, Relationship Management, Product Management, Access, Customer Experience, Portfolio Management, Underwriting, AML, Banking, Analysis
Education
De La Salle University 1979 — 1983
BS Business & Economics, Business Management
Colegio de San Juan de Letran 1975 — 1979
Al McNeill Al McNeill's HBW Insurance & Financial Services, Inc. Experience March 2014 - Present
Job Insurance Agent at HBW Insurance & Financial Services, Inc.
Industry Insurance
Experience
HBW Insurance & Financial Services, Inc. March 2014 - Present
LegalShield, Independent Associate November 2004 - Present
Skills
Public Speaking, Customer Service, Entrepreneurship, Team Building, Marketing
Education
Queensborough Community College 1992 — 1994
Business Administration
HBW Insurance & Financial Services, Inc. March 2014 - Present
LegalShield, Independent Associate November 2004 - Present
Skills
Public Speaking, Customer Service, Entrepreneurship, Team Building, Marketing
Education
Queensborough Community College 1992 — 1994
Business Administration
Michael Quiroz, CFP®, EA Michael Quiroz, CFP®, EA's HBW Insurance & Financial Services, Inc. Experience June 2011 - December 2014
Job Investment Advisor at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services December 2014 - Present
Quiroz Advisors Corp. March 2011 - Present
Connetquot High School September 2002 - Present
HBW Insurance & Financial Services, Inc. June 2011 - December 2014
Primerica 2004 - 2011
East Hampton High School September 2001 - June 2002
Skills
IRAs, Fixed Annuities, Retirement, Time Management, Finance, Financial Planners, Small Business, Term Life Insurance, Retirement Planning, 401k, Leadership, Coaching, Strategic Planning, Sales Management, Strategic Financial..., Wealth, Insurance
Education
Queens College 1999 — 2001
MS, Education
Saint John's University 1995 — 1998
Bachelor of Science (B.S.), Communication and Media Studies
HD Vest Financial Services December 2014 - Present
Quiroz Advisors Corp. March 2011 - Present
Connetquot High School September 2002 - Present
HBW Insurance & Financial Services, Inc. June 2011 - December 2014
Primerica 2004 - 2011
East Hampton High School September 2001 - June 2002
Skills
IRAs, Fixed Annuities, Retirement, Time Management, Finance, Financial Planners, Small Business, Term Life Insurance, Retirement Planning, 401k, Leadership, Coaching, Strategic Planning, Sales Management, Strategic Financial..., Wealth, Insurance
Education
Queens College 1999 — 2001
MS, Education
Saint John's University 1995 — 1998
Bachelor of Science (B.S.), Communication and Media Studies
Samantha Ball Samantha Ball's HBW Insurance & Financial Services, Inc. Experience November 2004 - Present
Job Assitant Meeting and Event Planner / Sponsor Coordinator at HBW Insurance & Financial Services, Inc.
Industry Financial Services
Experience
HBW Insurance & Financial Services, Inc. November 2004 - Present
Education
University of California, Santa Barbara 1997 — 2000
Bachelor, Sociology
HBW Insurance & Financial Services, Inc. November 2004 - Present
Education
University of California, Santa Barbara 1997 — 2000
Bachelor, Sociology
Jackie Licurse Jackie Licurse's HBW Insurance & Financial Services, Inc. Experience August 2011 - Present
Job News Correspondent at KPR Media LLC
Industry Financial Services
Experience
KPR Media LLC April 2015 - Present
Youngevity, Essential 90 for Life 2013 - Present
HBW Insurance & Financial Services, Inc. August 2011 - Present
Jackie Licurse May 2003 - Present
primerica 2003 - 2009
CA September 2000 - November 2005
North Atlantic Life Insurance Co 1983 - 1987
Skills
Mutual Funds, Investments, Life Insurance, Disability Insurance, Mortgage Lending, Debt Consolidation, Educational Consulting, Retirement, Personal Finance, Finance, Savings, Money, Fixed Annuities, Strategic Financial..., Long-term Care, Sales, Strategic Planning, Start-ups, Web Marketing, Entrepreneurship, Coaching, Small Business, Business Development, Management, Insurance, Retirement Planning, IRAs, Program Management, Leadership, Marketing, Term Life Insurance, Training, Team Building, Business Analysis, Public Speaking, Facebook, Sales Management, Customer Service, Leadership Development, Recruiting
Education
University of Phoenix 2001 — 2003
Bach of Sci., Business
KPR Media LLC April 2015 - Present
Youngevity, Essential 90 for Life 2013 - Present
HBW Insurance & Financial Services, Inc. August 2011 - Present
Jackie Licurse May 2003 - Present
primerica 2003 - 2009
CA September 2000 - November 2005
North Atlantic Life Insurance Co 1983 - 1987
Skills
Mutual Funds, Investments, Life Insurance, Disability Insurance, Mortgage Lending, Debt Consolidation, Educational Consulting, Retirement, Personal Finance, Finance, Savings, Money, Fixed Annuities, Strategic Financial..., Long-term Care, Sales, Strategic Planning, Start-ups, Web Marketing, Entrepreneurship, Coaching, Small Business, Business Development, Management, Insurance, Retirement Planning, IRAs, Program Management, Leadership, Marketing, Term Life Insurance, Training, Team Building, Business Analysis, Public Speaking, Facebook, Sales Management, Customer Service, Leadership Development, Recruiting
Education
University of Phoenix 2001 — 2003
Bach of Sci., Business
Adam D Brittain's HBW Insurance & Financial Services, Inc. Experience January 2008 - Present
Job Life and Health insurance agent. Assistant to CEO at KSA Industries.
Industry Financial Services
Experience
HBW Insurance & Financial Services, Inc. January 2008 - Present
Education
University of Phoenix 2004 — 2008
HBW Insurance & Financial Services, Inc. January 2008 - Present
Education
University of Phoenix 2004 — 2008
Petal Harris's HBW Insurance & Financial Services, Inc. Experience 2013 - August 2014
Job Staffing Specialist at eTERA Consulting
Industry Law Practice
Experience
eTERA Consulting May 2015 - Present
Legal People July 2013 - September 2014
HBW Insurance & Financial Services, Inc. 2013 - August 2014
Synergy October 2008 - 2011
Northeastern University School of Law October 2004 - June 2007
American Federation of Government Employees 2006 - 2007
Greater Boston Legal Services 2005 - 2006
Massachusetts District Court 2004 - 2004
Pohnpei SDA School 2000 - 2001
Skills
Legal Research, Litigation, Immigration Law, Legal Writing, Westlaw, Event Planning, Public Speaking, Mediation, Courts, Trials, Civil Litigation, Administrative Law, Hearings, Civil Rights, Appeals, Legal Issues, Family Law
Education
Northeastern University School of Law 2004 — 2007
Doctor of Law (J.D.)
La Sierra University 2002 — 2004
BA, History
Andrews University 1999 — 2001
Political Science
eTERA Consulting May 2015 - Present
Legal People July 2013 - September 2014
HBW Insurance & Financial Services, Inc. 2013 - August 2014
Synergy October 2008 - 2011
Northeastern University School of Law October 2004 - June 2007
American Federation of Government Employees 2006 - 2007
Greater Boston Legal Services 2005 - 2006
Massachusetts District Court 2004 - 2004
Pohnpei SDA School 2000 - 2001
Skills
Legal Research, Litigation, Immigration Law, Legal Writing, Westlaw, Event Planning, Public Speaking, Mediation, Courts, Trials, Civil Litigation, Administrative Law, Hearings, Civil Rights, Appeals, Legal Issues, Family Law
Education
Northeastern University School of Law 2004 — 2007
Doctor of Law (J.D.)
La Sierra University 2002 — 2004
BA, History
Andrews University 1999 — 2001
Political Science
Alejandro Chetto's HBW Insurance & Financial Services, Inc. Experience April 2004 - March 2010
Job Life & Retirement Specialist / Final Expense Planning Specialist
Industry Insurance
Experience
OIC Online Insurance Concepts October 2011 - Present
Lincoln Heritage Funeral-Advantage/Golden Memorial Plan March 2010 - Present
Senior Market Advisor February 2010 - Present
Independent Life, Retirement, & Final Expense Broker April 2004 - Present
C-System Financial October 2009 - April 2011
HBW Insurance & Financial Services, Inc. April 2004 - March 2010
Solano Hispanic Chamber of Commer 2008 - 2010
Skills
Retirement, Insurance, Annuities, Term Life Insurance, Fixed Annuities, Health Insurance, Life Insurance
Education
California State University-Fullerton 1996 — 2001
B.S., Human Services (Psychology)
OIC Online Insurance Concepts October 2011 - Present
Lincoln Heritage Funeral-Advantage/Golden Memorial Plan March 2010 - Present
Senior Market Advisor February 2010 - Present
Independent Life, Retirement, & Final Expense Broker April 2004 - Present
C-System Financial October 2009 - April 2011
HBW Insurance & Financial Services, Inc. April 2004 - March 2010
Solano Hispanic Chamber of Commer 2008 - 2010
Skills
Retirement, Insurance, Annuities, Term Life Insurance, Fixed Annuities, Health Insurance, Life Insurance
Education
California State University-Fullerton 1996 — 2001
B.S., Human Services (Psychology)
Ron Mariani's HBW Insurance & Financial Services, Inc. Experience
Job Financial Services Representative at HBW Insurance & Financial Services, Inc.
Industry Financial Services
Experience
HBW Insurance & Financial Services, Inc.
Skills
Health Insurance, Individual Health..., Group Helth Plans, Supplemental Benefit..., Health Insurance..., Medicare, Fixed Index Annuities, Life Insurance, Disability Insurance, Long-term Care, Self-employed business..., Senior market, Retirement planning, Strategic Financial..., Strategic Planning, Asset Allocation, Roth IRA, Fixed Annuities, Portfolio Management, Retirement Planning, 401k, Mortgage Lending, Investments, Employee Benefits, Term Life Insurance, Series 6, Wealth, Long Term Care Insurance, Estate Planning, Financial Planners, Retirement, Securities, Insurance, IRAs, Universal Life, Investment Advisory, Wealth Management, Mutual Funds
Education
Northeastern University 1974 — 1978
Business
HBW Insurance & Financial Services, Inc.
Skills
Health Insurance, Individual Health..., Group Helth Plans, Supplemental Benefit..., Health Insurance..., Medicare, Fixed Index Annuities, Life Insurance, Disability Insurance, Long-term Care, Self-employed business..., Senior market, Retirement planning, Strategic Financial..., Strategic Planning, Asset Allocation, Roth IRA, Fixed Annuities, Portfolio Management, Retirement Planning, 401k, Mortgage Lending, Investments, Employee Benefits, Term Life Insurance, Series 6, Wealth, Long Term Care Insurance, Estate Planning, Financial Planners, Retirement, Securities, Insurance, IRAs, Universal Life, Investment Advisory, Wealth Management, Mutual Funds
Education
Northeastern University 1974 — 1978
Business
Danielle Shackelford's HBW Insurance & Financial Services, Inc. Experience May 2013 - Present
Job Independent Insurance Agent at HBW Insurance & Financial Services, Inc.
Industry Marketing and Advertising
Experience
FDI Youngevity May 2013 - Present
HBW Insurance & Financial Services, Inc. May 2013 - Present
Ambit Energy Independent Consultant November 2012 - Present
Skills
Online Advertising, Small Business, Social Media, Marketing Strategy, Team Building, Customer Service, Strategic Planning, Marketing, Leadership
Education
Albany State University 1982 — 1984
Bussiness Administration
Dougherty High School
Core Courses
FDI Youngevity May 2013 - Present
HBW Insurance & Financial Services, Inc. May 2013 - Present
Ambit Energy Independent Consultant November 2012 - Present
Skills
Online Advertising, Small Business, Social Media, Marketing Strategy, Team Building, Customer Service, Strategic Planning, Marketing, Leadership
Education
Albany State University 1982 — 1984
Bussiness Administration
Dougherty High School
Core Courses