Highland Capital Brokerage

Industry: Insurance company

Description

Founded: 1991 Parent organizations: NFP, Litho Supplies

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Highland Capital Brokerage Employees

Employee
Years
Job
Industry
Rachel Taddy Rachel Taddy Minooka, Illinois Details
Rachel Taddy's Highland Capital Brokerage Experience May 2014 - Present
Job Underwriting Advocate
Industry Insurance
Experience
Highland Capital Brokerage   May 2014 - Present
Highland Capital Brokerage   May 2011 - May 2014
Dominican Universty   January 2012 - December 2013
Dominican University  November 2011 - May 2012
Dominican University  August 2010 - May 2011
jewel-osco  November 2009 - August 2010

Skills
Outlook, Insurance, Microsoft Excel, Event Planning, PowerPoint, Microsoft Word, Microsoft Office, Customer Service, Administrative..., Data Entry, Phone Skills, Multi-line Phone, Spreadsheets, Photoshop, Adobe Acrobat, Access, Microsoft Publisher, Adobe Creative Suite, Marketing, Microsoft Office 2007, Office Management, Policy, Filing, Time Management, Fax

Education
Dominican University   2010 — 2014
Bachelor's degree, Business/Corporate Communications

Cary-Grove Highschool   2006 — 2010

Matt Parke, MBA, FLMI Matt Parke, MBA, FLMI Indianapolis, Indiana Area Details
Matt Parke, MBA, FLMI's Highland Capital Brokerage Experience December 2010 - April 2014
Job Internal Annuity Wholesaler at Ash Brokerage specializing in Annuity Sales | Case Design | Financial Advisor Support
Industry Financial Services
Experience
Ash Brokerage  April 2014 - Present
Highland Capital Brokerage   December 2010 - April 2014
OneAmerica  September 2008 - November 2010
ADMin Solutions LLC   May 2006 - September 2008
Conseco  May 2004 - May 2006
Conseco  April 2001 - May 2004
Jackson National Life  2000 - 2001
Bank One  1996 - 1998
Venture Corporation  1994 - 1995

Skills
Fixed Annuities, Insurance, Retirement Planning, Life Insurance, Process Improvement, New Business Development, Management, Investments, Analysis, Training, Income for Life, Strategic Financial..., Mutual Funds, Health Insurance, Term Life Insurance, Underwriting, Disability Insurance, Relationship Management, Estate Planning, Annuity, Financial Planning, Long Term Care Insurance

Education
Indiana State University - School of Business   1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General

Indiana University Bloomington   1990 — 1993
Bachelor of Arts (BA), English Language and Literature, General

Washington Township   1987 — 1989

Jan Mercer Jan Mercer Charlotte, North Carolina Details
Jan Mercer's Highland Capital Brokerage Experience January 1995 - June 2014
Job Wealth Transfer and Distribution Specialist
Industry Insurance
Experience
Highland Capital Brokerage   January 1995 - June 2014
Livingston & Associates   January 1985 - December 1994

Skills
Long-term Care, Life Insurance, Retirement, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Sales, Estate Planning, Series 6

Education
Florida Southern College
Bachelor of Science (BS), Marketing

Steven Ruffini Steven Ruffini Greater Atlanta Area Details
Steven Ruffini's Highland Capital Brokerage Experience November 2011 - Present
Job Sales Vice President
Industry Insurance
Experience
Highland Capital Brokerage   November 2011 - Present
AIM Systems, Inc.   August 2008 - November 2011
AIG American General  2006 - 2008
Fidelity Investments  January 2003 - January 2005
John Hancock  2000 - 2002
Security First Group  1998 - 2001

Skills
Estate Planning, Life Insurance, Insurance, Sales, Series 7, Strategic Planning, Leadership, Business Planning, Retirement, Team Building, Financial Analysis, Fixed Annuities, Mutual Funds, Retirement Planning

Education
Ferris State University   1980 — 1982
BS, Business

Carlos Cooks Carlos Cooks Greater Chicago Area Details
Carlos Cooks's Highland Capital Brokerage Experience June 2005 - May 2006
Job Sales and Operations Manager
Industry Construction
Experience
Patten Industries  June 2014 - Present
Knowles Electronics  September 2012 - June 2014
Navistar Inc  January 2011 - September 2012
Navistar Defense LLC  June 2008 - December 2010
Navistar Inc  June 2006 - May 2008
Highland Capital Brokerage   June 2005 - May 2006

Skills
Pricing, Forecasting, Financial Analysis, Process Improvement, Pricing Strategy, Variance Analysis, Budgets, Pricing Analysis, Financial Reporting, Hyperion HFM, PeopleSoft Financial, Oracle Enterprise..., Strategic Financial..., Account Reconciliation, Hyperion Enterprise, Cost Accounting, PeopleSoft, Cash Flow Forecasting

Education
Keller Graduate School of Management of DeVry University   2011 — 2013
Master of Business Administration (MBA), Accounting

University of Alabama at Birmingham   2001 — 2005
Bachelor of Science Degree, Finance; Investments and Financial Management

James Jim Martin II, CLU, ChFC James Jim Martin II, CLU, ChFC Greater Philadelphia Area Details
James Jim Martin II, CLU, ChFC's Highland Capital Brokerage Experience January 2011 - July 2013
Job Regional Vice President at Ash Brokerage specializing in Annuities | Relationship Building | Public Speaking
Industry Financial Services
Experience
Ash Brokerage  July 2013 - Present
Highland Capital Brokerage   January 2011 - July 2013
Roster Financial  2003 - 2008
TPS Brokerage- Tax Planning Seminars   March 1991 - November 2003
Toner Organization   1989 - 1991
Toner Organization   1989 - 1991
Toner Organization   1989 - 1991

Skills
Fixed Annuities, Life Insurance, Retirement, Retirement Planning, Insurance, Long-term Care, Variable Annuities, Financial Planners, Disability Insurance, Whole Life, Universal Life, Wealth Management, Series 6, Public Speaking, Sales Management, Long Term Care Insurance, Underwriting, Series 7, Marketing Strategy, Brokers, Mutual Funds, Term Life Insurance, Series 63, IRAs, 401k, Health Insurance, Personal Finance, FINRA, Business Relationship..., Marketing Communications, Product Marketing, Estate Planning, Strategic Financial..., Writing, Annuities, Long Term Care, Public, Life & Health Insurance..., Wealth, Series 65, Financial Planning, Financial Services, Financial Advisory, Qualified Retirement...

Education
Penn State University   1977 — 1982
Bachelor of Science (BS), Insurance

Montour High School   1973 — 1977
Academic Diploma

Rob Rooney, CLU®, ChFC®, LUTCF®, CFS Rob Rooney, CLU®, ChFC®, LUTCF®, CFS Dallas/Fort Worth Area Details
Rob Rooney, CLU®, ChFC®, LUTCF®, CFS's Highland Capital Brokerage Experience January 2010 - October 2010
Job Regional Sales Vice President Institutional Distribution
Industry Insurance
Experience
The Prudential Insurance Company of America  August 2014 - Present
State Farm Insurance  March 2011 - August 2014
Highland Capital Brokerage   January 2010 - October 2010
Phoenix Life Insurance  January 2002 - October 2009
Capital Institutional Services  January 2000 - July 2001
HD Vest  October 1998 - January 2000
American Express  April 1991 - May 1998

Skills
Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Retirement, Retirement Planning, Mutual Funds, Estate Planning, Term Life Insurance, Investments, Long-term Care, Strategic Financial..., Whole Life, Financial Services, Small Business, Financial Planners, Long Term Care Insurance, Leadership, Sales, CRM, Wealth Management, Financial Advisory, Public Speaking, Business Planning, Universal Life, Variable Annuities, 401k, Sales Process, Sales Operations, Financial Planning, Series 6

Education
The American College   2009 — 2014
CLU®

The American College   2009 — 2013
ChFC

The American College   2002 — 2006
LUTCF®

Centenary College of Louisiana   1988 — 1992
Bachelor

Amy Rider, FALU, FLMI Amy Rider, FALU, FLMI Littleton, Colorado Details
Amy Rider, FALU, FLMI's Highland Capital Brokerage Experience October 1997 - January 1999
Job Director of Underwriting at Optimum Re Insurance Company
Industry Insurance
Experience
Optimum Re Insurance Company  May 2015 - Present
Optimum Re Insurance Company  January 2013 - Present
Optimum Reinsurance Group   September 2006 - January 2013
Protective Life  May 2006 - January 2013
Optimum Re Insurance Company  January 2004 - May 2006
Optimum Re Insurance Company  January 1999 - January 2004
Highland Capital Brokerage   October 1997 - January 1999
Optimum Re Insurance Company  June 1994 - October 1997
American Income Life Insurance Company  June 1993 - June 1994

Skills
Reinsurance, Auditing, Analysis, Critical Illness, Term Life Insurance, Risk Management, Underwriting, Financial Risk, Insurance, Life Insurance

Education
Baylor University
Bachelor of Arts (B.A.), Biology/Premed

Dan Schorgl Dan Schorgl Leawood, Kansas Details
Dan Schorgl's Highland Capital Brokerage Experience January 2000 - November 2008
Job Vice President, Wealth Advisory Group at Mercury Financial Group
Industry Insurance
Experience
Mercury Financial Group  January 2009 - Present
Highland Capital Brokerage   January 2000 - November 2008

Skills
Estate Planning, Insurance, Wealth, Life Insurance, Mutual Funds, Retirement Planning, Wealth Management..., Succession Planning, High Net Worth..., Long Term Care Insurance, Wealth Preservation..., Wealth Accumulation, Disability Insurance, Intergenerational..., Strategic Financial..., Multi-generational..., High Net Worth Insurance, Life Insurance Reviews, Business Transition..., Trust Owned Life...

Education
Rockhurst University   1981 — 1985
BSBA, Business Administration and Management & Finance

Rockhurst High School   1977 — 1981

John Yocum John Yocum Malvern, Pennsylvania Details
John Yocum's Highland Capital Brokerage Experience January 2004 - Present
Job Sales Vice President at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   January 2004 - Present
King Pharmaceuticals  July 1997 - January 2004

Skills
Disability Insurance, Term Life Insurance, Life Insurance, Insurance, Long-term Care, Fixed Annuities, Estate Planning, Long Term Care Insurance, Retirement Planning

Education
Roanoke College   1992 — 1996
Bachelor of Business Administration (BBA)

The Haverford School

Manny Bustoz Manny Bustoz Tempe, Arizona Details
Manny Bustoz's Highland Capital Brokerage Experience 2011 - 2012
Job I help people make good decisions with their insurance and financial well being
Industry Insurance
Experience
Infinity Advisory Group- Client Focused Planners   September 2013 - Present
New York Life Insurance Company  August 2013 - November 2013
Independent  November 2013 - 2013
Liberty National Insurance Company  February 2012 - April 2012
Highland Capital Brokerage   2011 - 2012
Carfagno Insurance Services   February 2009 - February 2011

Skills
Insurance, Life Insurance, Retirement Planning, Fixed Annuities, Sales, Term Life Insurance, Financial Services, Long Term Care Insurance, Health Insurance, Customer Service, Retirement, Whole Life, Disability Insurance, Networking, Employee Benefits, Financial Planners, Financial Advisory, New Business Development, Business Strategy, Case Management, Process Improvement

Education
St. Mary's High School   2001 — 2005

Mesa Community College

Jeff Martinelli Jeff Martinelli Newport Beach, California Details
Jeff Martinelli's Highland Capital Brokerage Experience November 2009 - May 2010
Job Brokerage Director at BGA Insurance Partnering with financial services professionals to drive revenue
Industry Insurance
Experience
BGA Insurance  September 2014 - Present
Leisure Werden & Terry  September 2011 - August 2014
ISN Network  June 2010 - August 2011
Highland Capital Brokerage   November 2009 - May 2010
The Producers Group  March 2007 - February 2009
Leisure Werden & Terry  May 2000 - March 2007

Skills
Life Insurance, Insurance, Disability Insurance, Retirement, Term Life Insurance, Retirement Planning, Long-term Care, Underwriting, Financial Planning, Sales, Brokers, Long Term Care Insurance

Education
California State University-Northridge   2006 — 2007
Business Adminstration

La Canada High School

Pasadena City College
AA

Tony Catrini Tony Catrini Birmingham, Alabama Details
Tony Catrini's Highland Capital Brokerage Experience January 1998 - Present
Job AVP of Product Management at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   January 1998 - Present

Skills
Long-term Care, Fixed Annuities, Term Life Insurance, Underwriting, Strategic Financial..., Disability Insurance, Insurance, Mutual Funds, Series 63, Life Insurance, Estate Planning, Retirement, Brokers, Series 6, Retirement Planning, Universal Life, Long Term Care Insurance, Whole Life

Education
Muhlenberg College   1993 — 1997
Bachelor of Arts (B.A.), History

Kim Weber Kim Weber Charlotte, North Carolina Area Details
Kim Weber's Highland Capital Brokerage Experience January 2015 - Present
Job Associate Sales Vice President at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage   January 2015 - Present
MetLife  April 2014 - January 2015
MetLife  July 2013 - April 2014
Principal Financial Group  January 2013 - July 2013
Principal Financial Group  January 2011 - December 2012

Skills
Life Insurance, Sales, Disability Insurance, Ancillary Benefits, 401k, Series 63, Series 6, Fixed Annuities, 401k Rollovers, Variable Products, Investments, Retirement, Securities, Exit Strategies, Insurance

Education
Indiana University Bloomington   1983 — 1985
Bachelor of Science (BS), Merchandising and Buying Operations

Indiana University Bloomington
BS, Retail Management

Jenna Wright Jenna Wright Greater Chicago Area Details
Jenna Wright's Highland Capital Brokerage Experience June 2007 - August 2010
Job Account Executive at Schafer Condon Carter (SCC)
Industry Marketing and Advertising
Experience
Schafer Condon Carter (SCC)   April 2015 - Present
Norton Agency  September 2013 - January 2015
CAHG TBWA/WorldHealth   June 2012 - September 2013
CAHG TBWA/WorldHealth   June 2011 - June 2012
IMG College  November 2010 - May 2011
Highland Capital Brokerage   June 2007 - August 2010
Hasbro Inc. - Highwire Brand Studio   May 2010 - July 2010

Education
Miami University   2007 — 2011
Bachelor of Arts, Mass Communications

University of California, Los Angeles   2009 — 2009
Greece Travel Study Program

Joni Lloyd Joni Lloyd Atlanta, Georgia Details
Joni Lloyd's Highland Capital Brokerage Experience October 2005 - October 2006
Job Accounting Associate at Mount Paran Church
Industry Religious Institutions
Experience
Mount Paran Church  November 2011 - Present
Alamerica Bank  October 2006 - June 2011
Highland Capital Brokerage   October 2005 - October 2006
Colonial Bank  2002 - 2005
Colonial Bank  2000 - 2002
Regions Financial Corporation  1996 - 2000

Skills
Accounting, Finance, Accounts Payable, General Ledger, Financial Reporting, Journal Entries, Bank Reconciliation, Bookkeeping, Financial Accounting, Account Reconciliation, Variance Analysis

Education
Mercer University - Stetson School of Business and Economics
Accounting, Dean's List 2014

University of Montevallo

Shelly Stanton Shelly Stanton Birmingham, Alabama Area Details
Shelly Stanton's Highland Capital Brokerage Experience May 2015 - Present
Job Commission Accountant
Industry Financial Services
Experience
Highland Capital Brokerage   May 2015 - Present
The Tax Institute at H&R Block  January 2013 - February 2015
Philadelphia Insurance Companies  July 2010 - January 2013
Civacon  May 2008 - July 2010
Hackleman Chiropractic   February 2007 - May 2008
Independence Ridge Apartments-NFI Management   March 2003 - February 2007

Skills
Accounting, Financial Analysis, Banking, Financial Reporting, Finance, Microsoft Excel, Risk Management, Customer Service, Microsoft Office, Investments, Analysis, Credit, Corporate Finance

Education
Park University   2009 — 2012
Bachelor of Science (B.S.), Accounting

Metropolitan Community College-Blue River

Chris Payer Chris Payer Greenfield Center, New York Details
Chris Payer's Highland Capital Brokerage Experience 2003 - Present
Job Sales Vice President at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   2003 - Present
Oxford Consulting Group  2001 - 2003
Physicians Benefit Services   1996 - 2001
Gerow Associates   1993 - 1996

Skills
Life Insurance Planning, Long Term Care Insurance, Strategic Financial..., Estate Planning, Series 6, Series 63, Business Succession..., Retirement Planning, Employee Benefits

Education
Cornell University   1990 — 1993

Skidmore College   1986 — 1990
Bachelor's Degree, Business & Government

Nicole Mallory Nicole Mallory Indianapolis, Indiana Details
Nicole Mallory's Highland Capital Brokerage Experience July 2004 - March 2013
Job HR Manager
Industry Human Resources
Experience
Delcar, Inc. & HDT, Inc.   February 2014 - June 2015
Highland Capital Brokerage-Heartland   March 2013 - February 2014
Highland Capital Brokerage   July 2004 - March 2013
National Independent Statistical Service   May 2003 - July 2004
Telesis Design Group, Inc. - Chicago   2002 - 2003
Walt Disney Corporation  2001 - 2002

Skills
Life Insurance, Leadership, Customer Service, Disability Insurance, Underwriting, Long-term Care, Sales, Term Life Insurance, Vendor Management, QuickBooks, Accounting, Microsoft Office, Time Management, Employee Benefits, Relationship Management, Team Leadership, Brokers, Process Improvement, New Business Development, Paperless..., Troubleshooting New..., Agency Integrator, Adobe Software, Account Balancing, Human Resources, ADP Payroll, Paychex, Sage Business Works

Education
Academy of Life Underwriting   2011 — 2012
Completed ALU 101

College of DuPage   2000 — 2003
General Studies, Accounting, Computer Technology

Disney Institute - Florida   2001 — 2002
Internship Completed, Organizational Leadership

Wheaton North HS - Illinois   1997 — 2000
Diploma, General Studies

Indy Foreign Language Academy - Carmel, IN
American Sign Language (ASL), Intermediate Level

Pat Glynn Pat Glynn Hartford, Connecticut Area Details
Pat Glynn's Highland Capital Brokerage Experience January 2010 - Present
Job Sales Vice President Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage   January 2010 - Present
Phoenix Life Insurance Company  September 1999 - December 2009
Phoenix Life Insurance Company  January 2001 - December 2003
Merrill Lynch  September 1997 - February 1999
CIGNA  July 1984 - September 1997

Skills
Estate Planning, Business Planning, Retirement Distribution..., Underwriting Jumbo Cases, Underwriting Foreign..., Retirement, Life Insurance, Securities

Education
The American College, Bryn Mawr, Pennsylvania - 1992
CLU, ChFC, Financial Services, Life & Health Insurance

Central Connecticut State University   1979 — 1984
BS Business, Marketing

J. Kavanaugh Tucker J. Kavanaugh Tucker Greater Atlanta Area Details
J. Kavanaugh Tucker's Highland Capital Brokerage Experience 2006 - 2008
Job Principal, SouthCap Brokerage
Industry Financial Services
Experience
SouthCap Brokerage Group, LLC   January 2010 - Present
Walton Funding, LLC   April 2014 - Present
Credit Suisse  January 2008 - January 2010
Highland Capital Brokerage   2006 - 2008
Highland Capital Brokerage   2006 - 2008
Capitas Financial  2002 - 2005

Skills
Business Continuity..., Insurance, Underwriting, Brokerage, Funding, Wealth, Investment Banking, Financial Services, Financial Structuring, Retirement, Retirement Planning, Leadership, Investments, Life Insurance, Estate Planning, 401k, Mutual Funds, Sales Management, Strategic Financial..., Brokers

Education
Georgia Institute of Technology   1995 — 1999
BS Bus MGT, 1999

Barbara Frederickson Barbara Frederickson Houston, Texas Area Details
Barbara Frederickson's Highland Capital Brokerage Experience August 2001 - July 2004
Job Chief Operations Officer at DressanderBHC
Industry Insurance
Experience
DressanderBHC  October 2014 - Present
National Insurance Brokerage, LLC   August 2007 - October 2014
MET LIFE  August 2004 - August 2007
Highland Capital Brokerage   August 2001 - July 2004
The Provident Mutual Life Insurance Co   April 1999 - April 2001

Skills
Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Financial Advisory, Retirement, Retirement Planning, Health Insurance, Underwriting, Long-term Care, Series 6, Brokers, Financial Planners, 401k, Claim, General Insurance, Property & Casualty..., Estate Planning, Employee Benefits, Commercial Insurance, Casualty, Whole Life, Mutual Funds, Claims Management, Medicare, Workers Compensation, Commercial Lines, Long Term Care Insurance, Strategic Financial..., Series 7, Liability, Critical Illness, Legal Liability, Wealth Management, Pensions, Reinsurance, Wealth, Series 63, Professional Liability, Financial Services

Education
Kean University   1997 — 1999

Middlesex County College

The American College

Philip de Kozan, MBA Philip de Kozan, MBA Birmingham, Alabama Details
Philip de Kozan, MBA's Highland Capital Brokerage Experience March 2015 - Present
Job Business Analyst II at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   March 2015 - Present
Highland Capital Brokerage   June 2013 - Present
CarMax  March 2012 - June 2013
Target Corporation  September 2010 - August 2011
Baptist Hospital  June 2009 - August 2009

Skills
Performance Management, Customer Service, Training, Microsoft Office, Microsoft Excel, Microsoft Word, Coaching, PeopleSoft, Research, Public Speaking, Leadership, Business Intelligence, Analysis, CRM, Process Improvement, Business Analysis, Requirements Analysis, Outlook, Visio, Data Analysis, Project Management, Vendor Management

Education
University of West Florida   2010 — 2011
Masters, Business Administration

Millsaps College   2006 — 2010
Bachelors, Business Administration

Denyse J. Mitsuka Denyse J. Mitsuka Honolulu, Hawaii Details
Denyse J. Mitsuka's Highland Capital Brokerage Experience September 2014 - Present
Job Marketing Associate at Highland Capital Brokerage
Industry Marketing and Advertising
Experience
Highland Capital Brokerage   September 2014 - Present
Dell  April 2013 - December 2013
Kumon  April 2009 - December 2013

Skills
Public Speaking, Social Media, Event Planning, Research, Teaching, Curriculum Design, SPSS, Marketing

Education
University of Hawaii - College of Business Administration   2011 — 2013
Bachelor of Business Administration (B.B.A.), Marketing and Management

Kapiolani Community College   2008 — 2011
Associate's degree

Kyle Fryling, MBA Kyle Fryling, MBA Greater Los Angeles Area Details
Kyle Fryling, MBA's Highland Capital Brokerage Experience June 2005 - June 2006
Job Implementation Analyst at World Vision
Industry Nonprofit Organization Management
Experience
World Vision  January 2013 - Present
American Bible Society  December 2009 - Present
World Vision  September 2014 - June 2015
World Vision  September 2012 - January 2013
American Bible Society  January 2009 - December 2009
Amity Foundation  June 2006 - June 2008
Highland Capital Brokerage   June 2005 - June 2006

Skills
Nonprofits, Fundraising, Proposal Writing, Research, Program Development, Public Speaking, Non-profits, Program Management, Community Outreach, NGOs, International..., Leadership, Analysis, Microfinance, Strategic Planning, Training, Qualitative Research, Economic Development, Event Planning, Community Development, Program Evaluation, Grant Writing, Social Entrepreneurship, Non-profit..., Volunteer Management, Strategy, Philanthropy, Public Relations, Leadership Development, Grants, Marketing, Data Analysis, Capacity Building, Workshop Facilitation, Policy, Organizational..., Sustainability, International Relations, Teaching, Policy Analysis, Conflict Resolution, Project Planning

Education
Eastern University   2010 — 2012
MBA in International Economic Development

Seattle Pacific University   2002 — 2005
BA, Business Administration

Doron Yaniv Doron Yaniv Greater Seattle Area Details
Doron Yaniv's Highland Capital Brokerage Experience August 2012 - Present
Job Founder, All In One Insurance Group / Professional Problem Solver / Independent Insurance Agency
Industry Insurance
Experience
All in One Insurance Group   June 2012 - Present
Safeco Insurance  August 2012 - Present
AARP  August 2012 - Present
Highland Capital Brokerage   August 2012 - Present
Foremost Insurance  July 2003 - Present
Progressive Insurance  June 2003 - Present
Travelers  August 2012 - Present
MetLife  August 2012 - Present
The Hartford  August 2012 - Present
UnitedHealthcare Medicare Solutions  November 2012 - Present

Skills
Insurance, Retirement Planning, Term Life Insurance, Umbrella Insurance, Life Insurance, Whole Life, Long-term Care, Commercial Insurance, Licensed Life & Health..., Series 63, Homeowners, Commercial Lines, Car Insurance, Home Insurance, Business Insurance, Boat Insurance, Motorcycle Insurance, Specialty Homeowners, Renters Insurance, Condo Insurance, Motorhome Insurance, Collectable Cars..., Aircraft Insurance, Snowmobile Insurance, Travel Insurance, Universal Life, Series 6, Workers Compensation, Licensed Property &..., Permanent Life Insurance, Renters, Licensed Life Insurance..., Electronics Insurance, Supplemental Health, Recreational Insurance, Long Term Care Insurance

Education
Florida International University   1990 — 1993
Bachelor's degree, International Relations and Affairs

Edmonds Community College

Mark Wolff, CLU® Mark Wolff, CLU® San Francisco Bay Area Details
Mark Wolff, CLU®'s Highland Capital Brokerage Experience September 2015 - Present
Job Sales Vice President at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage   September 2015 - Present
Millennium Brokerage Group, LLC   September 2014 - Present
Prudential Life   January 2013 - September 2014
The Hartford  March 2004 - January 2013
AXA Advisors  2002 - 2004
Synchrologic, Inc.   2001 - 2002
Pumatech  1997 - 2001
Toshiba America  1994 - 1997

Skills
Chartered Life..., Estate Planning, Wealth, Life Insurance, High Net Worth..., Strategic Financial..., Finance, Small Business, Retirement Planning, Business Planning, Financial Planning, Wealth Management, Mutual Funds, Retirement

Education
California State University-Fullerton   1985 — 1990
Bachelor's degree, Business Administration and Management, General

Steven Likos Steven Likos Greater Philadelphia Area Details
Steven Likos's Highland Capital Brokerage Experience February 2014 - Present
Job SVP of Institutional Markets at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage   February 2014 - Present

Skills
Insurance, Wholesale, Life Insurance, Brokers, Term Life Insurance, Permanent Life Insurance, Indexed Annuities, Fixed Annuities, Long Term Care Insurance, Disability Insurance, Long-term Care, Retirement, Financial Services, Retirement Planning, Financial Planners, Financial Advisory, 401k, IRAs, Series 6, Wealth Management..., Estate Planning, Wealth Accumulation, Mutual Funds, Variable Annuities

Education
Penn State University
Bachelors, Business

Jeffrey Levy Jeffrey Levy Baltimore, Maryland Area Details
Jeffrey Levy's Highland Capital Brokerage Experience December 2004 - October 2011
Job Principal at Chesapeake Brokerage, LLC
Industry Insurance
Experience
Chesapeake Brokerage, LLC   October 2011 - Present
WSFG   2011 - 2014
Highland Capital Brokerage   December 2004 - October 2011
Chesapeake Brokerage, LLC   2011 - 2011
Highland Capital Brokerage   2004 - 2011
Phoenix  1984 - 2005
Phoenix Life Insurance Company  March 1984 - December 2004

Skills
Fixed Annuities, Life Insurance, Disability Insurance, Retirement, Brokers, Long Term Care Insurance, Whole Life, Estate Planning, Universal Life, Term Life Insurance, Variable Life, Financial Planners, Buy-sell Agreements, Retirement Planning, Reinsurance, Wealth, Executive Pay

Education
University of South Florida   1981 — 1983
Business Management

Miami Dade College   1979 — 1981
Associate of Arts (AA), General

Rachel Sullivan Rachel Sullivan Greater Boston Area Details
Rachel Sullivan's Highland Capital Brokerage Experience July 2005 - July 2006
Job Recruiting Manager
Industry Information Technology and Services
Experience
athenahealth  July 2012 - Present
Forrester Research  July 2010 - July 2012
Hollister, Inc  September 2007 - July 2010
CBS News  June 2006 - August 2007
Highland Capital Brokerage   July 2005 - July 2006

Skills
SharePoint, Taleo, PeopleSoft, Recruiting, Talent Acquisition, Sales, Global Recruiting, Career Development, Salary, Executive Search, Executive Sales..., Global Sourcing, Strategic Sourcing, Strategic Planning, Marketing Strategy, Market Research, Staffing Services, Screening, Interviewing, Professional Staffing, Candidate Generation, Qualifying Candidates, Closing Candidates, Strategic Hiring, Technology Research..., Social Networking, Microsoft Office, LinkedIn, Interviews, Salesforce.com, Temporary Placement, Cold Calling, Strategy, Internet Recruiting, Applicant Tracking..., Networking, Employee Benefits, Management

Education
Niagara University   2001 — 2005
BS

Robert D. Cain LLC Robert D. Cain LLC Albuquerque, New Mexico Details
Robert D. Cain LLC's Highland Capital Brokerage Experience December 2012 - Present
Job Financial Advisor Tax advantaged income strategies for seniors with a State guarantee
Industry Financial Services
Experience
Premere Companies   June 2015 - Present
Federal Financial Group  July 2014 - Present
Highland Capital Brokerage   December 2012 - Present
Gradient Insurance Brokerage, Inc   December 2012 - Present
Aflac  April 2012 - Present
Protected Investors of America  2006 - 2008
Foothill Securities   August 2004 - October 2005
Waldron & Company Investments   1989 - 2005
Bateman Eichler Hill Richards NYSE   1988 - 1989
Prudential Insurance Company  1983 - 1986

Skills
Insurance, Disability Insurance, Life Insurance, Long-term Care, Small Business, Customer Service, Retirement Planning, Investments, Fixed Annuities, 401k, Mutual Funds, Long Term Care Insurance, Health Insurance, Wealth Management, IRAs, Retirement, Financial Planning, Term Life Insurance, Whole Life, Estate Planning, Universal Life, Investment Advisory, Wealth Accumulation, Wealth, Investment Strategies, Asset Allocation, Pensions, Strategic Financial..., Wealth Management..., Finacial Management, Working Capital..., Annuities, IRA's, Insurance Planning, Wealth Preservation, Wealth Transfer, Retirement Income..., Group Benefits, Financial Education, Securities, Deferred Compensation, Asset Protection, Asset Management, Personal Financial..., Supplemental Health and..., Health

Education
Golden Gate University   1983 — 1986
Financial Planning/Finance

College of Marin   1961 — 1982
Fine/Studio Arts, General

The University of New Mexico   1973 — 1980
Bachelor of University Studies, Liberal Arts

Sir Francis Drake High School   1957 — 1961
Graduated, College prep

Kea Harry Kea Harry Harpersville, Alabama Details
Kea Harry's Highland Capital Brokerage Experience June 2006 - July 2012
Job Asst Manager Corporate Accounting at Protective Life
Industry Insurance
Experience
Protective Life  August 2012 - Present
Highland Capital Brokerage   June 2006 - July 2012
Highland Capital Brokerage   2004 - June 2006
Highland Capital Brokerage   June 2003 - 2004

Skills
Insurance, Accounts Payable, Accounting, Financial Analysis, Financial Reporting, Employee Benefits, Auditing, Process Improvement, Accounts Receivable, Internal Controls, Life Insurance, Microsoft Excel, Analysis, Outlook, Budgets

Education
Troy University   2000 — 2000
Bachelor of Business Administration (B.B.A.)

Jacksonville State University   1998 — 2000

Holly Morris Holly Morris Saint Paul, Minnesota Details
Holly Morris's Highland Capital Brokerage Experience January 2014 - July 2014
Job Corporate board director and digital executive
Industry Financial Services
Experience
NIIT Technologies Limited  October 2014 - Present
Highland Capital Brokerage   January 2014 - July 2014
Thrivent Financial for Lutherans  April 2006 - April 2012
Royal Cameron Corporation   January 2005 - January 2010
American Express  2001 - 2005
ING U.S.   1997 - 2001
City of Minneapolis  1993 - 1997
Honeywell  1983 - 1993

Skills
Information Technology, Management Consulting, Strategy, Leadership, Executive Management, Risk Management, Corporate Governance, Business Process..., Business Strategy, Governance, IT Service Management, Strategic Planning, Integration, Program Management, Business Intelligence, Project Portfolio..., Consulting, Visio, IT Management

Education
Kent State University
BA, Classics

University of Minnesota-Twin Cities
PhD, Ancient Sudies

Chris Antrim Chris Antrim Boise, Idaho Details
Chris Antrim's Highland Capital Brokerage Experience February 2005 - August 2009
Job Owner, Allstate Insurance
Industry Insurance
Experience
Allstate Insurance  April 2011 - Present
Genworth Financial  August 2009 - April 2011
Highland Capital Brokerage   February 2005 - August 2009

Education
College of Southern Idaho

The American College

Robert Means Robert Means Birmingham, Alabama Area Details
Robert Means's Highland Capital Brokerage Experience November 2011 - January 2014
Job Web Developer at Computer Wiz & Associates, LLC
Industry Information Technology and Services
Experience
Computer Wiz & Associates, LLC   September 2008 - Present
Highland Capital Brokerage   November 2011 - January 2014
Alabama Department of Transportation  June 2010 - November 2011
Performance Support Inc  June 2006 - June 2010
Pyramid Check Care   April 2004 - July 2006

Skills
ASP.NET, JavaScript, HTML, CSS, XML, Dreamweaver, Web Design, jQuery, Photoshop, XHTML, Content Managed Websites, VB.NET, C#, Crystal Reports, ASP.NET AJAX, T-SQL, Visual Studio, Microsoft SQL Server, Programming, SQL, Web Applications, Access, SSRS

Education
Alabama State University   2006 — 2010
Bachelor Science, Major: Computer Information Systems; Minor: International Business

Brewbaker Technology Magnet High   2004 — 2006
Advanced Diploma, Information Technology

Booker T. Washington Magnet High   2002 — 2004
Piano

Paul Higgins Paul Higgins Greater Boston Area Details
Paul Higgins's Highland Capital Brokerage Experience April 2006 - Present
Job Vice President at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   April 2006 - Present
Travelers Life & Annuity  2004 - 2006
Sun Life Financial  March 1993 - June 2001

Skills
Estate Planning, Fixed Annuities, Insurance, Life Insurance, Disability Insurance, Financial Advisory, Retirement, Retirement Planning, Series 6

Education
Boston College   1984 — 1988
BS, Finance

Babson College - Franklin W. Olin Graduate School of Business   1991 — 1992
MBA, One-Year MBA Program

Milton Academy   1978 — 1984
High School

College for Financial Planning
Certified Financial Planner (tm)

The American College
Chartered Life Underwriter

The American College
Chartered Financial Consultant

Josh Loewensteiner, CLU Josh Loewensteiner, CLU Charlotte, North Carolina Area Details
Josh Loewensteiner, CLU's Highland Capital Brokerage Experience June 2014 - Present
Job Sales Vice President
Industry Insurance
Experience
Highland Capital Brokerage   June 2014 - Present
James D. Julia Auctions   April 2013 - May 2014
TIAA-CREF  August 2007 - April 2013
Phoenix Life Insurance Co., Inc.   2005 - 2007
Sun Life Financial  2002 - 2005
Ogilvie Securities   2001 - 2002

Skills
Fixed Annuities, Life Insurance, Wealth Management, Insurance, Marketing, Variable Annuities, Series 6, Series 63, Mutual Funds, Retirement, Series 7, 401k, Retirement Planning, Long-term Care, Financial Advisory, Term Life Insurance, Business Planning, Portfolio Management, Relationship Management

Education
Bentley University   1997 — 2001
Bachelor of Science (B.S.), Finance

Morristown high   1993 — 1997

Johnathan White Johnathan White Greater Seattle Area Details
Johnathan White's Highland Capital Brokerage Experience 2011 - November 2011
Job Estate Planning & LTC Producer at Conover Insurance
Industry Insurance
Experience
Conover Insurance  March 2013 - Present
Highland Capital Brokerage   2011 - November 2011
National Life Group  June 2008 - November 2008
Lincoln Financial Group  July 2000 - June 2008
Lincoln Financial Group (formerly Jefferson Pilot Financial)   2000 - 2008
First Colony Life  1999 - 2000
GE Financial Assurance  1997 - 1999
GNA Corporation  1994 - 1997

Skills
Life Insurance,...

Education
Bowling Green State University   1979 — 1986
BA, English

Mark R. Migliaccio, CFP Mark R. Migliaccio, CFP Greater New York City Area Details
Mark R. Migliaccio, CFP's Highland Capital Brokerage Experience June 2000 - August 2011
Job Senior Sales Vice President
Industry Insurance
Experience
Capitas Financial, Inc.   September 2011 - Present
Highland Capital Brokerage   June 2000 - August 2011
Danick Financial Corp.   1993 - 2000

Skills
Life, Long Term Care..., Estate & Wealth..., Business Continuation..., Executive Compensation..., Retirement Planning

Education
College for Financial Planning   1985 — 1988
Certified Financial Planner

Seton Hall University   1978 — 1982
Bachelor of Science - Business Administration, Accounting

Paul Mulheran Paul Mulheran Greater Minneapolis-St. Paul Area Details
Paul Mulheran's Highland Capital Brokerage Experience February 2009 - December 2011
Job National Accounts Manager
Industry Financial Services
Experience
Securian Financial Group  January 2013 - Present
Securian Financial Group  December 2011 - January 2013
Highland Capital Brokerage   February 2009 - December 2011
Crump Insurance  July 2004 - January 2009

Skills
Series 6, Life Insurance, Retirement Planning, Series 63, Long-term Care, Retirement, Underwriting, Estate Planning, Sales, Strategic Financial..., Investments, Series 7

Education
Boston College   2000 — 2004
B.A., Communications

STA   1996 — 2000

Matt Workman Matt Workman Phoenix, Arizona Area Details
Matt Workman's Highland Capital Brokerage Experience April 2004 - Present
Job Sales Vice President at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   April 2004 - Present

Education
Arizona State University   1997 — 2001

Dana Alexander Dana Alexander Birmingham, Alabama Area Details
Dana Alexander's Highland Capital Brokerage Experience November 2010 - January 2014
Job Experienced Marketing Professional seeking a challenging career to grow your business!
Industry Insurance
Experience
Highland Capital Brokerage   November 2010 - January 2014
Oakstone Publishing  October 2009 - November 2010
Protective Life Insurance  May 1987 - October 2009
Goldome Credit Corporation  June 1984 - May 1987

Skills
Life Insurance, Fixed Annuities, Health Insurance, Marketing, Sales Management, Marketing Strategy, Retirement, Term Life Insurance, Strategic Planning, Account Management, Marketing Communications, Email Marketing, Wealth Management, Direct Marketing, Insurance, Coaching, Long-term Care, Series 6, 401k, Employee Benefits, Sales, Customer Service, Disability Insurance, Retirement Planning, Investments, Small Business, Financial Services, Mutual Funds, Variable Annuities, Financial Advisory, Underwriting, Brokers

Education
University of Alabama at Birmingham   1994 — 1996
Bachelor of Science, Marketing, 3.8

Jefferson State Community College   1992 — 1994
Associate of Science (A.S.), Business Administration, 3.5

Landon Burton Landon Burton Birmingham, Alabama Area Details
Landon Burton's Highland Capital Brokerage Experience May 2006 - April 2007
Job Controller at Alliance Metal Products, Inc.
Industry Mining & Metals
Experience
Alliance Metal Products, Inc.   May 2013 - Present
Capital Strategies Group, Inc   April 2007 - May 2013
Highland Capital Brokerage   May 2006 - April 2007
ProEquities  March 2005 - May 2006
ProEquities  September 2004 - March 2005

Skills
Employee Benefits, Accounting, Accounts Payable, Payroll, Accounts Receivable, Human Resources, Budgets, Management, Financial Statements, Finance, Account Reconciliation, QuickBooks, Sales, Financial Analysis, Analysis

Education
Auburn University   2000 — 2004
Bachelor of Science, Finance

Auburn University, College of Business   2000 — 2004
Finance

Ken Cress Ken Cress Greater Chicago Area Details
Ken Cress's Highland Capital Brokerage Experience 1999 - 2011
Job Partner at the Financial Strategies Group, LLP
Industry Financial Services
Experience
Financial Strategies Group, LLP   December 2011 - Present
Highland Capital Brokerage   1999 - 2011

Skills
Retirement Planning, Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Wealth Management, Estate Planning, Long-term Care, Small Business, Series 63, Term Life Insurance, 401k, Financial Planners, Retirement

Education
North Central College   1978 — 1982
Bachelor of Arts, Management & Psychology

Harrington, Paul Harrington, Paul Indianapolis, Indiana Area Details
Harrington, Paul's Highland Capital Brokerage Experience April 1993 - Present
Job Principal at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage   April 1993 - Present

Skills
Retirement Planning, Underwriting, Life Insurance, Pensions, Insurance, Investments, Fixed Annuities, Term Life Insurance, Health Insurance, Brokers, Long-term Care, Disability Insurance, Estate Planning, Business Planning, Strategic Financial..., Project Management, Retirement, Financial Planning

Education
Butler University - College of Business Administration   1976 — 1980
BS, Business Administration and Management, General

Indian Hill High School   1973 — 1976

Jan Crewes-Jones ChFC Jan Crewes-Jones ChFC Greater Denver Area Details
Jan Crewes-Jones ChFC's Highland Capital Brokerage Experience 2002 - 2004
Job retired from The Village Agency
Industry Insurance
Experience
The Village Agency   December 2008 - Present
Allstate  2004 - 2007
Highland Capital Brokerage   2002 - 2004

Skills
Strategic Planning, Sales, Marketing, Account Management, Investments, Fixed Annuities, Property & Casualty..., Project Management, Universal Life, New Business Development, Life Insurance, Financial Analysis, Customer Service, Cross-functional Team..., Leadership, Financial Services, Strategy, Insurance, Term Life Insurance

Education
Sewanee-The University of the South   2000 — 2003
EFM, Education for Ministry

The American College   1994 — 1997
CLU, ChFC, Insurance and Investments

University of Northern Colorado   1978 — 1980
M.S., Business Management

Indiana University School of Medicine
B.S., Allied Health

Jessica Skiba Jessica Skiba Algonquin, Illinois Details
Jessica Skiba's Highland Capital Brokerage Experience June 2015 - Present
Job Administrative Assistant at Highland Capital Brokerage
Industry
Experience
Highland Capital Brokerage   June 2015 - Present
Ripon College  October 2012 - Present
Ripon College  November 2014 - May 2015
College Days Newspaper   August 2012 - May 2015
Ripon College  August 2011 - May 2015
Ripon College  August 2012 - November 2014
The Little White School House (Birthplace of the G.O.P) Museum   May 2013 - August 2014
Ripon College  June 2012 - July 2013

Skills
Higher Education, Public Speaking, Organization Skills, Creative Direction, Time Management, Research, Social Media, Editing, Microsoft Excel, Student Affairs, Microsoft Office, Microsoft Word, InDesign, Adobe Design Programs, PowerPoint

Education
Ripon College   2012 — 2015
Bachelor's degree, Anthropology

Dundee Crown High School

Kelsey Naso Kelsey Naso Chicago, Illinois Details
Kelsey Naso's Highland Capital Brokerage Experience April 2013 - October 2014
Job Account Manager at Travelers
Industry Insurance
Experience
Travelers  October 2014 - Present
Highland Capital Brokerage   April 2013 - October 2014
CIGNA  July 2012 - March 2013
Arizona State University  January 2012 - May 2012

Skills
Customer Service, Social Media, PowerPoint, Customer Satisfaction, Employee Benefits, Leadership, Data Entry, Teamwork, Facebook, Insurance, Life Insurance, Lesson Planning, Health Insurance, Property & Casualty..., Time Management, Claims Handling, Social Networking, Event Planning, Microsoft Excel, Microsoft Office, Public Speaking, Microsoft Word

Education
Arizona State University   2008 — 2012
Bachelor of Education (B.Ed.), Educational Studies

Providence Catholic High School   2004 — 2008
High School Diploma

Teague Wright Teague Wright Harrisburg, Pennsylvania Area Details
Teague Wright's Highland Capital Brokerage Experience October 2013 - Present
Job Sr. Vice President of Distribution at Highland Capital Brokerage/Professionally passionate about life insurance
Industry Financial Services
Experience
Highland Capital Brokerage   October 2013 - Present
Momentum Female Fitness & Nutrition (self-employed)   January 2011 - February 2014
Crump Life Insurance Services  January 2006 - June 2010
National Financial Partners  September 1999 - February 2005
BISYS  September 1993 - September 1999

Skills
Life Insurance, Fitness Instruction, Entrepreneurship, Negotiation, Small Business, Customer Service, Health, New Business Development, Wellness, Parenting, Dogs, Business Development, Strategic Planning, Driving Results, Self-starter

Education
The Pennsylvania State University   1990 — 1993
Bachelor of Science (B.S.), Psychology

Clemson University   1988 — 1990

S. Lane Casey S. Lane Casey Birmingham, Alabama Area Details
S. Lane Casey's Highland Capital Brokerage Experience January 2014 - January 2015
Job Business Systems Analyst III at Protective Life
Industry Financial Services
Experience
Protective Life  January 2015 - Present
Highland Capital Brokerage   January 2014 - January 2015
Highland Capital Brokerage   October 2011 - December 2013
Highland Capital Brokerage   June 2009 - December 2011
J.H. Berry & Gilbert, Inc.   February 2009 - June 2009
Hospitality Enterprises, Inc.   May 2007 - January 2009

Skills
Financial Analysis, Accounting, Outlook, Budget, PowerPoint, Microsoft Word, Customer Service, Internal Controls, Insurance, Strategic Planning, Marketing, QuickBooks, Analysis, Research, General Ledger, Project Management, Process Improvement, Risk Management, Budgets, Management, Strategy, Leadership, System Administration, Training, Teamwork, Data Analysis, Change Management, Team Leadership, Business Planning, Business Analysis, Project Planning

Education
Samford University   2009 — 2011
MBA, Masters of Business Administration

Loyola University New Orleans   2003 — 2007
BBA, Management & Marketing, Major: 4.0; Overall 3.75

Caitlynn Donovan Caitlynn Donovan Indianapolis, Indiana Details
Caitlynn Donovan's Highland Capital Brokerage Experience September 2012 - January 2013
Job Avid Tutor at MSD Lawrence Township
Industry Information Services
Experience
MSD Lawrence Township  November 2014 - Present
MSD of Lawrence Township  November 2012 - Present
Nationstar Mortgage  February 2013 - June 2013
Highland Capital Brokerage   September 2012 - January 2013
Agnes Scott College  August 2008 - May 2012

Skills
Research, PowerPoint, Microsoft Office, Public Speaking, SPSS, Tutoring, Higher Education, Microsoft Word, Microsoft Excel, Teaching, Editing, Facebook, Event Planning, Social Media, Fundraising, Blogging, Data Analysis, Creative Writing, Customer Service, Grant Writing, Volunteer Management, Program Development, Student Affairs, Outlook, HTML, Statistics, Strategic Planning, Student Leadership, Copy Editing, Student Development, Budgets, Administrative..., Proofreading, Science, Teaching Writing, Blogger, Art History

Education
Agnes Scott College   2008 — 2012
Bachelor's degree, Sociology and Anthropology

Camille Browning Camille Browning Birmingham, Alabama Area Details
Camille Browning's Highland Capital Brokerage Experience July 2010 - October 2014
Job Assistant Controller at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage   July 2010 - October 2014
Highland Capital Brokerage   April 2002 - June 2010
Sterne Agee  December 2000 - April 2002
BBVA Compass  October 1997 - December 2000

Skills
Excel, Lawson, Cognos, General Ledger, Financial Reporting, Financial Analysis, Accounting, Accounts Payable, Accounts Receivable, Cash Management, Managerial Finance, Variance Analysis, Financial Statements, Budgets, Account Reconciliation, Financial Planning, GAAP, Insurance, Microsoft Excel

Education
Samford University   1997 — 2000
M.B.A./M.Acc., Business Administration/Accounting

University of Southern Mississippi   1993 — 1995
B.S.B.A., Accounting

Mr. Alexis Ramos Mr. Alexis Ramos Greater Atlanta Area Details
Mr. Alexis Ramos's Highland Capital Brokerage Experience February 2007 - December 2008
Job Treasurer at Majors Mills HOA
Industry Retail
Experience
Majors Mills HOA   February 2015 - Present
Verizon Wireless  February 2015 - June 2015
Home Depot  February 2013 - November 2014
Life Foundations Financial Netwotrk, LLC   February 2009 - December 2013
The Latin American Association  2009 - 2010
Highland Capital Brokerage   February 2007 - December 2008
ZC Sterling Inc   May 2005 - June 2006
Pegasus Financial   2004 - 2005

Skills
Training, Strategic Planning, Insurance, Marketing, Life Insurance, Health Insurance, Leadership, Sales, Budgets, Management, Nonprofits, Business Strategy, Marketing Strategy, Advertising, Sales Management, Business Development, Entrepreneurship, Sales Operations, Small Business, Financial Services, Finance, Fixed Annuities, Team Building, Customer Service, New Business Development, Business Planning, Call Centers, Property & Casualty..., Banking

Education
Everest University-Tampa   1991 — 1994
Bachelors, Marketing

Everest University-Tampa   1991 — 1994
Bachelors Degree, Business, Management, Marketing, and Related Support Services, 2.96

DeWitt Clinton
Science

Ronald Klein Ronald Klein Greater Boston Area Details
Ronald Klein's Highland Capital Brokerage Experience February 2012 - September 2014
Job Advanced Sales Consultant at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   February 2012 - September 2014
Sun Life Financial  April 1978 - December 2011

Skills
Financial Services, Fixed Annuities, Insurance, Life Insurance, Retirement, Risk Management, Underwriting, Retirement Planning, Financial Planning, Investments, Mutual Funds, Employee Benefits, Wealth Management

Education
Wharton (U Penn)   1967 — 1969
MBA, Management

Brown University   1963 — 1967
BA, Mathematical Economics

C Nick Catrini C Nick Catrini Greater New York City Area Details
C Nick Catrini's Highland Capital Brokerage Experience January 2000 - Present
Job Managing Principal at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage   January 2000 - Present
R.E. Lee Group/US LP   February 1995 - February 2000
Consolidated Brokerage Services   September 1985 - January 2000
Crown Brokerage Services   August 1982 - August 1985

Skills
Underwriting, Term Life Insurance, Life & Health Insurance..., Individual Disability, Fixed Annuities, Indexed Annuities, Life Settlements, Premium Financing, The Dolgoff Plan, Indexed Universal Life, Whole Life, Universal Life, Long Term Care Insurance, Policy Analysis

Education
Central Connecticut State University   1965 — 1969
BS, Business Administration and Management, General

Zack Hiatt Zack Hiatt Atlanta, Georgia Details
Zack Hiatt's Highland Capital Brokerage Experience April 2012 - August 2012
Job Analyst at DigitasLBi_US
Industry Marketing and Advertising
Experience
DigitasLBi_US  May 2015 - Present
EverSpark Interactive  January 2015 - May 2015
EverSpark Interactive  November 2013 - January 2015
Response Mine Interactive  May 2013 - November 2013
MediaFuel  January 2013 - May 2013
Highland Capital Brokerage   April 2012 - August 2012
Kernel Fabyan’s Popcorn LLC   May 2011 - August 2011
Yellowstone Logistics   May 2010 - August 2010
NASCAR/Spotless Express Carwash   May 2007 - August 2010

Skills
Ability to work..., Able to multitask as..., Excellent written and..., Management, SEO, Google Adwords, Link Building, Google Analytics, WordPress, Ambitious and persistent, Problem..., Ability to manage..., Creative and flexible, Time Management, Results and..., Keyword Research, Technical Site Audits, Strategy, ORM, Social Media Marketing, Social Networking, Google Webmaster Tools, Facebook

Education
Ball State University   2009 — 2013
Bachelor of Arts. Major: Communication Studies with an emphasis on Organizational Communication, Minor in Marketing, 3.6 GPA

Matt Baldridge Matt Baldridge Orange County, California Area Details
Matt Baldridge's Highland Capital Brokerage Experience January 2011 - February 2011
Job Regional Investment Consultant at ALPS Fund Services, Inc.
Industry Financial Services
Experience
ALPS Fund Services, Inc.   February 2011 - Present
Highland Capital Brokerage   January 2011 - February 2011
ING Individual Retirement   August 2010 - November 2010
Ivy Funds  July 2005 - July 2010
Touchstone Investments  March 2002 - July 2005
AXA Distributors, LLC  2000 - 2001
AXA  1998 - 2001
AXA/Equitable Distributors   1998 - 2001

Skills
Retirement Planning, Alternative Investments, Investments, Mutual Funds, Asset Allocation, Financial Advisory, Insurance, Series 6, Wealth Management, Fixed Annuities, Financial Services, ETFs, Series 63, Series 7, 401k, Retirement, Securities

Education
California State University-Fullerton   1994 — 1997
BA, Business Management, Economics

Patricia Alaimo Patricia Alaimo Cranford, New Jersey Details
Patricia Alaimo's Highland Capital Brokerage Experience November 2012 - Present
Job Internal Institutional Life Consultant at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   November 2012 - Present
Highland Capital Brokerage   May 2012 - November 2012
Highland Capital Brokerage   January 2009 - July 2012
John Hancock Financial Network  2006 - 2008

Skills
Life Insurance, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Insurance, Health Insurance, Whole Life, Variable Annuities, Long-term Care, Retirement, Financial Planners, Estate Planning, Financial Planning, Universal Life, Sales, Wealth, Retirement Planning

Education
Fairleigh Dickinson University   2005 — 2006
CFP Course

Devry University   2001 — 2003
Associates, Business Management

Dawn Fanfelle Dawn Fanfelle San Antonio, Texas Area Details
Dawn Fanfelle's Highland Capital Brokerage Experience 1996 - 2001
Job Recruiting Director at Catholic Life Insurance
Industry Insurance
Experience
Catholic Life Insurance  October 2010 - Present
IBTX Risk Services  July 2007 - May 2009
HNI Risk Services  September 2001 - June 2007
HNI Risk Services  January 2001 - January 2006
Highland Capital Brokerage   1996 - 2001

Skills
Change Management, Strategic Planning, Recruiting, Workers Compensation, Insurance, Employee Benefits, Property & Casualty..., Organizational..., Process Improvement, Coaching, Employee Relations, Risk Management, Leadership, Performance Management, Customer Service, Commercial Insurance, Employee Engagement, Operations Management, Leadership Development, Management Development

Education
Capella University   2013 — 2015
Bachelor's Degree, Human Resources Management and Services

Waukesha County Technical College   2006 — 2007
Associates, Management Development

Brandon Boyd, CFA Brandon Boyd, CFA Birmingham, Alabama Area Details
Brandon Boyd, CFA's Highland Capital Brokerage Experience 2005 - 2008
Job Senior Director, Development | M&A at Surgical Care Affiliates
Industry Hospital & Health Care
Experience
Surgical Care Affiliates  August 2015 - Present
Surgical Care Affiliates  January 2014 - August 2015
Surgical Care Affiliates  January 2012 - December 2013
EBSCO Industries, Inc.   September 2008 - December 2011
Highland Capital Brokerage   2005 - 2008

Skills
Financial Modeling, Finance, Due Diligence, Mergers & Acquisitions, Forecasting, Valuation, Financial Analysis, Executive Management, Mergers, Analysis, Strategy, Investments, Financial Reporting, Accounting, Microsoft Excel, Strategic Financial..., Business Development, Presentation Development, Corporate Development

Education
Auburn University   1999 — 2004
B.S., Accounting

University of Alabama at Birmingham   2008 — 2010
M.B.A., Finance

Scott J. Lemon, CAS Scott J. Lemon, CAS Greater Philadelphia Area Details
Scott J. Lemon, CAS's Highland Capital Brokerage Experience January 2008 - March 2014
Job Marketing Consultant at Alpine Brokerage
Industry Marketing and Advertising
Experience
Highland Capital Brokerage   January 2008 - March 2014
Innovative Underwriters  June 2007 - January 2008
Four Seasons Financial Group Inc.  1998 - 2006

Skills
Annuities, Insurance, Retirement Planning, New Business Development, Series 6, Wholesaling, Fixed Annuities, Financial Services, Disability Insurance, Estate Planning, Financial Advisory, Life Insurance, Retirement, Long-term Care, Financial Planning, Marketing, Sales, Term Life Insurance, Leadership

Education
Camden County College   1991 — 1992
Business admin

Camden County College
Business Administration and Management, General

Nancy Simm Nancy Simm Hartford, Connecticut Area Details
Nancy Simm's Highland Capital Brokerage Experience February 1992 - Present
Job Sales VP Long Term Care Insurance at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   February 1992 - Present

Skills
Long-term Care, Long Term Care Insurance, CLTC, Estate Planning, Whole Life, Disability Insurance, 401k, Retirement Planning, Fixed Annuities, Term Life Insurance, Life Insurance, Insurance, Series 6, Health Insurance, Retirement

Education
Massachusetts College of Liberal Arts   1983 — 1984
Mgmt, Mgmt & Economics

Colby College   1979 — 1981
Music; French

CHS

LILI

Roxana Braganza Roxana Braganza Greater Los Angeles Area Details
Roxana Braganza's Highland Capital Brokerage Experience June 2003 - April 2007
Job Financial Services Professional, Helping Individuals, Families and Business Owners in my community
Industry Financial Services
Experience
New York Life Insurance Company  March 2013 - Present
MassMutual Financial Group  April 2012 - September 2012
Benefits Group WorldWide   April 2007 - February 2011
Highland Capital Brokerage   June 2003 - April 2007
Clark Bardes Consulting   February 2000 - May 2003
Prudential  1991 - 1995

Skills
Life Insurance, Retirement Planning, Investments, Annuity Sales, IRA rollovers, 401k Rollovers, Education Funding, Protection..., Small Business, Long-term Care

Education
Los Angeles City College   1978 — 1981
Associate's Degree, Business, Management, Marketing, and Related Support Services

Rose Dixon CRPC® Rose Dixon CRPC® Mooresville, North Carolina Details
Rose Dixon CRPC®'s Highland Capital Brokerage Experience October 2010 - October 2013
Job Insurance Specialist
Industry Insurance
Experience
LKN Life Plan   January 2014 - Present
Highland Capital Brokerage   October 2010 - October 2013
Nabisco Inc., Food Service Division   1994 - 1997
Nabisco  1986 - 1993

Skills
Building Relationships, Strategic Financial..., New Business Development, Estate Planning, Territory..., Sales Force Development, Market Development, Marketing Strategy, Multi Tasking, Driving Projects to..., Product Distribution

Education
State University of New York College at Buffalo   1981 — 1985
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services, Office Administration

College for Financial Planning
Chartered Retirement Planning Counselor SM, CRPC®

The American College
Currently Enrolled, CLU, ChFC

Scott Beard Scott Beard Greater New York City Area Details
Scott Beard's Highland Capital Brokerage Experience 2007 - 2009
Job Manager, Pricing and Planning at Fox Cable Networks
Industry Entertainment
Experience
Fox Networks Group  December 2012 - Present
The Madison Square Garden Company  October 2011 - December 2012
Fox Networks Group  August 2009 - October 2011
Highland Capital Brokerage   2007 - 2009

Skills
Sales, Budgets, Strategic Planning, Strategy, Forecasting, Business Development

Education
Elizabethtown College   2002 — 2006
Bachelor of Science (B.S.), Business Administration

LaSalle College High School   1998 — 2002

Brooke Nunley Brooke Nunley Florence, Alabama Area Details
Brooke Nunley's Highland Capital Brokerage Experience April 2005 - June 2006
Job Science Teacher/Coach at Iuka Middle School
Industry Primary/Secondary Education
Experience
Iuka Middle School   August 2013 - Present
Iuka Middle School   August 2011 - August 2013
Pepsi Beverages Company  July 2009 - August 2011
HS Pharmaceuticals   November 2007 - March 2009
Town & Country Wine Distributors   November 2006 - November 2007
Cingular Wireless  August 2006 - November 2006
Highland Capital Brokerage   April 2005 - June 2006
LMS Real Estate Investment   July 2004 - March 2005

Skills
Sales, Microsoft Office, Microsoft Excel, Customer Service, Coaching, Leadership, Event Planning, Marketing, Marketing Strategy, Social Media, Budgets, Event Management, PowerPoint, Data Analysis, Public Speaking

Education
Delta State University   2013 — 2014
Master of Arts (MA), Elementary Education and Teaching

Birmingham-Southern College   2000 — 2004
BS, Business Administration

Birmingham-Southern College   2000 — 2004
Bachelor of Science, Business Administration

Brad Gabriel Brad Gabriel Portland, Oregon Area Details
Brad Gabriel's Highland Capital Brokerage Experience March 2011 - February 2012
Job Vice President, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  May 2015 - Present
Fidelity Investments  August 2013 - May 2015
Fidelity Investments  April 2012 - August 2013
Fidelity Investments  February 2012 - April 2012
Highland Capital Brokerage   March 2011 - February 2012
Pacific Capital Resource Group  August 2010 - March 2011

Skills
Retirement Planning, Investments, Wealth Management, Series 7, Series 65, Life & Health Insurance..., Series 63

Education
WU (Vienna University of Economics and Business)   2009 — 2010
International Business, Business

Oregon State University   2006 — 2010
Finance, Business Administration, Marketing, International Business

Noah Jacobs Noah Jacobs United States Details
Noah Jacobs's Highland Capital Brokerage Experience January 2014 - May 2015
Job Field Vice President at Pacific Life Insurance Company
Industry Financial Services
Experience
Pacific Life Insurance Company  May 2015 - Present
Highland Capital Brokerage   January 2014 - May 2015
Independent Planners Group  October 2012 - December 2013
Carfagno Insurance Services   January 2009 - September 2012

Skills
Life Insurance, Term Life Insurance, Long-term Care, Retirement Planning, Customer Service, Sales, Retirement, New Business Development, Business Development, Marketing, Leadership, Whole Life, Estate Planning, Financial Services, Relationship Management, Microsoft Office, Social Media, series 6, Series 63, Advanced Sales, Consultative Sales, Executive Benefits, Independent Planners, Life & Health Insurance..., Planning, Retirement Plans, Retirement Strategies, Succession Planning, Survivorship Life, Strategic Planning

Education
Arizona State University   2003 — 2008
BA, Bachelor of Interdisciplinary Studies

Amber Sloan Amber Sloan Birmingham, Alabama Details
Amber Sloan's Highland Capital Brokerage Experience May 2013 - Present
Job Marketing & Event Coordinator at Highland Capital Brokerage
Industry Marketing and Advertising
Experience
Highland Capital Brokerage   May 2013 - Present
ANN INC.  March 2013 - May 2013
ANN INC.  July 2012 - March 2013
Francesca's Collections  March 2012 - July 2012
Better Basics  August 2011 - December 2011

Skills
Public Relations, Customer Service, Public Speaking, Social Media Marketing, Social Media, Sales Management, Team Leadership, Cultural Awareness, Organizational..., Social Networking, Communication Skills, Event Planning, Event Management, Facebook, Time Management, Marketing, Sales, Communication

Education
Samford University   2008 — 2011
Bachelor of Arts (BA), Communication Studies

Erin (McGuffin) Jernigan Erin (McGuffin) Jernigan Folsom, California Details
Erin (McGuffin) Jernigan's Highland Capital Brokerage Experience September 2009 - October 2012
Job Assistant Coordinator, Registration at California Dental Association
Industry Nonprofit Organization Management
Experience
California Dental Association  October 2012 - Present
Highland Capital Brokerage   September 2009 - October 2012
California Dental Association  September 2007 - May 2009
California Dental Association  May 2006 - September 2007

Skills
Event Planning, Nonprofits, Customer Service, Volunteer Management, Administration, Outlook, Microsoft Excel, Microsoft Word, Administrative..., Microsoft Office, PowerPoint, Insurance, Case Management, Training, Process Improvement, Organization Skills

Education
California State University-Stanislaus
Certification, Paralegal Studies

Tameka Church Tameka Church Birmingham, Alabama Area Details
Tameka Church's Highland Capital Brokerage Experience December 2010 - June 2012
Job REAL ESTATE PROCESSING ASSISTANT
Industry Real Estate
Experience
Highland Capital Brokerage   December 2010 - June 2012
AT&T  June 2009 - January 2010
Success Products, Inc   July 2006 - January 2008
Dominion Enterprises  April 2002 - January 2006
US Navy  April 1997 - April 2002

Skills
Customer Service, Microsoft Office, Troubleshooting, VMware, Active Directory, Windows Server, Software Installation, Hardware Installation, Information Security, Cisco Routers, Customer Retention, Account Management, Marketing, Sales, System Administration, Windows XP, Computer Hardware, Microsoft Exchange, Servers, Networking, Microsoft Excel, PowerPoint, Microsoft Word, Windows 7, Virtualization, Outlook, Sales Operations, Online Advertising, Team Leadership, New Business Development, Public Speaking, CRM

Education
ITT Technical Institute-Bessemer   2010 — 2013
Associate of Applied Sciences (A.A.S.), Network and System Administration/Administrator

Joshua Ottaviano Joshua Ottaviano Knoxville, Tennessee Details
Joshua Ottaviano's Highland Capital Brokerage Experience July 2011 - December 2012
Job Student at King College
Industry Consumer Services
Experience
Grayson BMW  September 2013 - Present
Highland Capital Brokerage   July 2011 - December 2012
Volunteer Traditions   November 2009 - December 2012
Eastwood Landscaping   May 2010 - August 2010
Moe's Southwest Grill  October 2009 - March 2010
Chick-fil-A  May 2008 - October 2008

Skills
Leadership, Problem Solving, Creativity, Interpersonal..., Marketing, Sales, Public Speaking, Fundraising, Microsoft Excel, Microsoft PowerPoint, Social Networking, Social Media Marketing, Teamwork, Time Management, Microsoft Office, Social Media, Microsoft Word, Event Planning, Customer Service, Public Relations, Management

Education
King College   2014 — 2015
Business Administration and Management, General

University of Tennessee-Knoxville   2013 — 2013
Junior

Samford University   2009 — 2012

Angela Gilmore, ACS, AIAA Angela Gilmore, ACS, AIAA Atlanta, Georgia Details
Angela Gilmore, ACS, AIAA's Highland Capital Brokerage Experience 2003 - 2004
Job Operations Manager for Direct Business at J.P. Turner & Company, LLC
Industry Financial Services
Experience
JP Turner & Company, LLC   April 2007 - Present
MassMutual Financial Group  July 2005 - April 2007
Northwestern Mutual  2004 - 2005
Highland Capital Brokerage   2003 - 2004
Principal Financial Group  August 1996 - May 2003

Skills
Alternative Investments, Management, Fixed Annuities, Sales, Marketing, Series 63, Compliance, Program Management, Series 6, Financial Services, Customer Service, Variable Annuities, Series 99, Life Insurance, Variable Products, Project Management, Marketing Communications, Operational Due..., Supervisory Skills, Team Building, Data Analysis, Insurance Brokerage, Brokerage, Project Planning, Communication Skills, Organizational..., Oral & Written..., Highly detail oriented, Microsoft Word, Microsoft Excel, PowerPoint, Supervising, Due Diligence, Research, Time Management, Strategic Planning, Series 26, Investments, FINRA

Education
Keiser College   1996 — 1997
Paralegal Certificate, Legal Assistant/Paralegal

Fort Lauderdale College   1992 — 1994
Associate of Science (A.S.)

Justin DeSorbo Justin DeSorbo Hartford, Connecticut Area Details
Justin DeSorbo's Highland Capital Brokerage Experience February 2013 - Present
Job Director of Marketing at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   February 2013 - Present
Highland Capital Brokerage   August 2011 - February 2013
Highland Capital Brokerage   January 2010 - August 2011

Skills
Marketing, Sales, Insurance, Life Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Disability Insurance, Retirement, Whole Life, Universal Life

Education
Central Connecticut State University   2007 — 2011
Finance

Elizabeth Garriga, MBA Elizabeth Garriga, MBA Birmingham, Alabama Details
Elizabeth Garriga, MBA's Highland Capital Brokerage Experience May 2013 - November 2013
Job Financial Analyst with Regions Bank
Industry Financial Services
Experience
Regions Bank  May 2015 - Present
Bayer Properties, LLC  December 2013 - May 2015
Highland Capital Brokerage   May 2013 - November 2013
AutoZone  October 2010 - March 2013
Cooperative Coffees  March 2010 - September 2010

Skills
Accounting, Financial Reporting, Account Reconciliation, Analysis, Accruals, General Ledger, Time Management, Financial Analysis, Financial Statements, QuickBooks, Microsoft Office, Leadership, Microsoft Excel, Microsoft Word, Tax, Balance, Tax Preparation, Forecasting, PeopleSoft, Variance Analysis, Corporate Real Estate, Creative Problem Solving, Critical Thinking, Pivot Tables, Vlookup, Tax Research, Property Tax, Real Estate, Bookkeeping, Fixed Asset Management, Sales Research, Budgets, Finance

Education
University of Alabama at Birmingham   2014 — 2015

Georgia Southwestern State University   2009 — 2010
Master of Business Administration (MBA), 3.75

Valdosta State University   2005 — 2009
Bachelor of Business Administration (BBA), Finance, 3.14

John Riggs John Riggs Greater St. Louis Area Details
John Riggs's Highland Capital Brokerage Experience August 2004 - Present
Job Sales Vice President at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   August 2004 - Present
The Hartford  January 1999 - August 2004

Skills
Fixed Annuities, Universal Life, Life Insurance, Strategic Financial..., Employee Benefits, Insurance, Account Management, Investments, Health Insurance, Brokers, Series 6, Sales, Estate Planning, Whole Life, Long-term Care, Retirement Planning, Sales Management, Term Life Insurance, Disability Insurance, Property & Casualty..., Wealth Management, FINRA, Financial Services, Business Planning, IRAs, Mutual Funds, Commercial Insurance, Financial Advisory, Series 7, Succession Planning, Securities, Underwriting, Wealth, Relationship Management, Strategic Planning, Variable Annuities, Selling, Salesforce.com, Long Term Care Insurance, New Business Development, Retirement, 401k, Series 63, Marketing, Financial Planners

Education
Missouri State University   1988 — 1993
Bachelor of Science, Business

Cindy Smitherman Cindy Smitherman Indianapolis, Indiana Area Details
Cindy Smitherman's Highland Capital Brokerage Experience August 2004 - Present
Job New Business Underwriting Case Manager at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   August 2004 - Present

Education
Purdue University   1989 — 1993

Randi Benash Randi Benash Greater Boston Area Details
Randi Benash's Highland Capital Brokerage Experience January 2011 - August 2012
Job National Account Director at John Hancock
Industry Financial Services
Experience
John Hancock  August 2012 - Present
Highland Capital Brokerage   January 2011 - August 2012
Highland Capital Brokerage   June 2010 - February 2011
Highland Capital Brokerage   August 2006 - June 2010
Sun Life Financial  July 2005 - August 2006
Sun Life Financial  February 2003 - July 2005

Skills
Series 6, Series 63, Life & Health Insurance...

Education
Boston College
Bachelor of Arts (B.A.)

University of Massachusetts, Amherst   1995 — 1999
BS, Biology

Pitman High School

Shelly Pasierb Shelly Pasierb Johnson City, Tennessee Area Details
Shelly Pasierb's Highland Capital Brokerage Experience 2006 - 2010
Job Director of Recruitment Johnson City, TN
Industry Education Management
Experience
ITT Technical Institute  July 2011 - Present
Highland Capital Brokerage   2006 - 2010
Northwestern Mutual  2005 - 2006
Knoxville Area Chamber Partnership   2002 - 2004
Sears Roebuck & Co  May 1998 - February 2002

Skills
Customer Service, Administration, Conflict Resolution, Team Management, Customer Retention, Sales Operations, Account Management, Business Management, Customer Relations, Change Management, Coaching, Database Administration, Hiring, Team Leadership, Microsoft Office, Program Management, New Business Development, Problem Solving, Team Building, Teaching, Writing, Youth Work, Marketing Communications, Marketing Strategy, Market Planning, Sales Management, Sales Support, Sales Process, Training & Development, Process Development, Interviewing, Group Presentations, System Administration, Management, Advertising, Employee Training, Interviews, Sales, Strategic Planning, Marketing

Education
Daniel Webster College   2012 — 2012
Operations Managment

University of Maine   1984 — 1998
Bachelors of Science, Business Administration - Marketing

Mount View High School   1980 — 1984
H.S. Diploma, College Prep

Raif J. Todd Raif J. Todd Charlotte, North Carolina Area Details
Raif J. Todd's Highland Capital Brokerage Experience March 2009 - July 2012
Job Wealth Management Consultant at Saybrus Partners
Industry Insurance
Experience
Saybrus Partners  September 2012 - Present
Winslow Bay Owners Association, Inc.   December 2008 - Present
Highland Capital Brokerage   March 2009 - July 2012
Phoenix Life Insurance Company  July 2002 - December 2008
Liberty Mutual Insurance  February 2000 - July 2002
Merrill Lynch  November 1996 - May 1998

Skills
Team Building, Strategic Planning, Budgeting, Planning, Scheduling, Process Scheduler, Budgets, Business Planning, Insurance, Estate Planning, Retirement Planning, Life Insurance, Disability Insurance, Financial Planning, Business Development, Leadership, Management, Project Planning, Retirement, Sales, Term Life Insurance, Training, Wealth, Wealth Management

Education
University of Richmond   1986 — 1989
BA, Economics

New Mexico Military Institute   1984 — 1986
AA, Business

Michelle Eichwurtzle Michelle Eichwurtzle Fort Pierce, Florida Details
Michelle Eichwurtzle's Highland Capital Brokerage Experience 2011 - 2012
Job Operations Services Specialist
Industry Information Technology and Services
Experience
Teleperformance, USA  2015 - 2015
ServiceSource  November 2013 - October 2014
Highland Capital Brokerage   2011 - 2012
EBSCO  July 2010 - September 2011
The Home Depot  February 2006 - January 2009
Heidelberg  October 2002 - August 2005
Heidelberg  August 1998 - October 2002

Skills
SAP, Business Process, Training, Testing, Process Improvement, Account Management, SAP ERP, Customer Service, Change Management, Management, SD, SAP BW, Materials Management, Warehouse Management, Master Data, Operations Management, Project Management, Cross-functional Team..., Microsoft Office, Business Analysis, Academic Tutoring, CRM, Knowledge Sharing, Information Security, Team Building, Human Resources

Education
Kennesaw State University
Computer Science

Jennifer Krepel Jennifer Krepel Greater Chicago Area Details
Jennifer Krepel's Highland Capital Brokerage Experience April 2009 - July 2014
Job Flooring Boutique
Industry Recreational Facilities and Services
Experience
Krepel Headquarters   July 2014 - Present
Highland Capital Brokerage   April 2009 - July 2014
Sentinel Management Group   January 2005 - March 2008
Sky Bell Asset Management   July 2004 - January 2005
Wachovia Securities Financial Network  December 2003 - July 2004
Mina Capital Mangement   November 2000 - December 2003
First Union Securities  January 1997 - November 2000
EVEREN Securties   September 1995 - January 1997

Skills
Insurance, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Retirement Planning, Sales Management, IRAs, Series 6, Brokers, Health Insurance, Mutual Funds, Customer Service, PowerPoint, Sales, Series 63, Management, Microsoft Excel, Microsoft Office, Strategic Planning, Microsoft Word, Team Building

Education
Harper College   1992 — 1995
Associate of Arts (A.A.), Psychology

Barrington High School   1989 — 1992
Associate of Arts (A.A.), Criminal Justice and Corrections

Lincoln Marr Lincoln Marr Greater Atlanta Area Details
Lincoln Marr's Highland Capital Brokerage Experience January 2003 - January 2005
Job Director Strategic Business Development at Capstone Logistics, LLC
Industry Logistics and Supply Chain
Experience
Capstone Logistics, LLC  May 2015 - Present
Capstone Logistics, LLC  December 2013 - May 2015
Capstone Logistics, LLC (formerly LMS Intellibound)   January 2010 - December 2013
LMS Intellibound, Inc.   August 2008 - January 2010
LMS Intellibound, Inc.   March 2008 - August 2008
LMS Intellibound, Inc.   January 2006 - March 2008
LMS Intellibound, Inc.   January 2005 - January 2006
Highland Capital Brokerage   January 2003 - January 2005

Skills
Process Improvement, Business Analysis, Strategic Planning, Problem Solving, Excel, P&L, Microsoft Publisher, PowerPoint, Logistics, Management, Microsoft Excel, Business Process...

Education
University of Alabama at Birmingham   2000 — 2002
Bachelors, Finance, International Business

Arizona State University   1998 — 2000
Finance

Patrick Graber Patrick Graber Milwaukee, Wisconsin Details
Patrick Graber's Highland Capital Brokerage Experience August 2011 - Present
Job Case Design Specialist, Case Manager for Long Term Care & Disability Insurance
Industry Insurance
Experience
Highland Capital Brokerage   August 2011 - Present
Hertz Local Edition  August 2009 - August 2011
DHI Corp  June 2008 - March 2009

Skills
Insurance, Management, Long-term Care, Disability Insurance, Customer Service, Risk Management, Underwriting, Direct Marketing, Financial Services, Relationship Management, Microsoft Office, Sales, Marketing, Microsoft Excel, Leadership, Account Management, Life Insurance, Strategic Planning

Education
Marquette University   2005 — 2009
Bachelor of Science (B.S.), Marketing

Aquinas High School   2001 — 2005

Joseph A Ferrazza Joseph A Ferrazza Greater Chicago Area Details
Joseph A Ferrazza's Highland Capital Brokerage Experience March 2012 - December 2014
Job Principal at J. Ferrazza & Associates
Industry Financial Services
Experience
J. Ferrazza & Associates   October 2010 - Present
Highland Capital Brokerage   March 2012 - December 2014
Marsh  April 2008 - September 2010
Lincoln Financial Distributors  April 2007 - April 2008
Northwestern Mutual Financial Network  July 2002 - April 2006
Chicago Motor Speedway   1999 - 2001
Chicago Bears Football Club  June 1994 - September 1999
Walter Payton Incorporated   November 1994 - January 1999

Skills
Estate Planning, Special Needs Planning, Life Insurance, Long Term Care, Healthcare, Financial Planning, Insurance, Strategic Planning, New Business Development, Strategic Financial..., Long-term Care, Marketing, Account Management, Special Education, Sales, Business Development, Investments, Leadership, Employee Benefits, Business Planning, Finance, Mutual Funds, Fixed Annuities, Financial Services, Negotiation, Disability Insurance, Management, Underwriting, Retirement, 401k, Health Insurance, Series 7, Financial Advisory, Wealth Management, Retirement Planning, Series 63, Long Term Care Insurance, Term Life Insurance, Financial Planners, Series 6, Whole Life, Brokers, Universal Life, Variable Annuities, High Net Worth..., Wealth Accumulation, Wealth, IRAs, Securities, Commercial Insurance

Education
Lake Forest Graduate School of Management   1997 — 2000
MBA, Finance & Marketing

Marquette University   1989 — 1993
Bachelors, Marketing and Advertising

Mike McGlothlin, CFP®, CLU, ChFC, LUTCF Mike McGlothlin, CFP®, CLU, ChFC, LUTCF Fort Wayne, Indiana Area Details
Mike McGlothlin, CFP®, CLU, ChFC, LUTCF's Highland Capital Brokerage Experience September 2010 - March 2013
Job Executive Vice President at Ash Brokerage specializing in Annuities | Relationship Building | Distribution Markets
Industry Financial Services
Experience
Ash Brokerage  March 2013 - Present
Highland Capital Brokerage   September 2010 - March 2013
Indiana Advisory Group, LLC   April 2002 - December 2010
Insource  November 2007 - August 2010
Jackson National Life  January 1995 - April 2002
Lincoln Financial Group  June 1991 - December 1994
Bank One  June 1987 - May 1991

Skills
Fixed Annuities, Insurance, Retirement Planning, Retirement, Life Insurance, Financial Planners, Financial Advisory, Term Life Insurance, Long Term Care Insurance, Estate Planning, Long-term Care, Disability Insurance, Wealth Management, Strategic Planning, Mutual Funds, Whole Life, Indexed Annuities, Series 63, Underwriting, IRAs, Sales Management, Series 6, Income Annuities, Pension Terminations

Education
Indiana University - Kelley School of Business   1984 — 1987
Bachelor's degree, Economics and Public Policy

Jennifer Gebavi Jennifer Gebavi Chicago, Illinois Details
Jennifer Gebavi's Highland Capital Brokerage Experience January 2006 - September 2008
Job Scheduling Manager at Laurens Restoration
Industry Education Management
Experience
Laurens Restoration   June 2012 - Present
Shore Schools   June 2010 - Present
Highland Capital Brokerage   January 2006 - September 2008
Kidzui  August 2007 - December 2007
Jewish United Fund  January 2004 - January 2006

Skills
Human Resources, Event Planning, Fundraising, Editing, Instructional Design, Curriculum Development, Classroom, Adult Education, Public Speaking, Nonprofits, Curriculum Design, Microsoft Office, Social Media, Teaching, Research

Education
Roosevelt University   2007 — 2009
Masters, Education

Loyola University Chicago   2000 — 2004
B.A., International Studies

Harrison Jacobs Harrison Jacobs Greater Philadelphia Area Details
Harrison Jacobs's Highland Capital Brokerage Experience July 2015 - Present
Job Sales Vice President at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   July 2015 - Present
The Toner Group (Formerly TDG Brokerage)   October 2012 - July 2015
NSM Insurance Group  2010 - November 2012
Hershey Systems  October 2009 - September 2010
Frontline Placement Technologies  July 2007 - June 2009
The Elite Group, LLC   2002 - July 2007
Rorer Asset Management  2000 - 2002

Skills
Risk Management, Insurance, Commercial Insurance, Life Insurance, Long Term Care Insurance, Professional Liability, Operational Risk..., Disability Insurance, Business Networking, Solution Selling, Property & Casualty..., Business Development, Strategic Financial..., New Business Development, SaaS, Asset Management, Investments, Leadership, Mutual Funds, Sales, Sales Operations, Underwriting, Employee Benefits, Cold Calling, Management, Finance, Marketing Strategy, Small Business, Financial Services, Health Insurance, Long-term Care, Mergers & Acquisitions, Fixed Annuities, Securities, Retirement, Brokers, Relationship Management, Retirement Planning, Executive Management, Account Management, Wealth Management, Start-ups, Financial Advisory

Education
Ohio Wesleyan University   1991 — 1995
BA, Accounting

The Haverford School   1983 — 1991
HS

Bill Schatz Bill Schatz Greater New York City Area Details
Bill Schatz's Highland Capital Brokerage Experience March 2005 - May 2009
Job Regional Vice President at AXA Advisors
Industry Insurance
Experience
AXA Advisors  February 2015 - Present
Transamerica  May 2009 - December 2014
Highland Capital Brokerage   March 2005 - May 2009

Skills
Sales, Life Insurance, Term Life Insurance, Fixed Annuities, Series 6, Insurance, Retirement, Retirement Planning, Series 63, Long-term Care, Disability Insurance, Underwriting, Financial Planning

Education
Baruch College, City University of New York (CUNY)   1988 — 1992
BBA Economics

Ray Torrance Ray Torrance King Of Prussia, Pennsylvania Details
Ray Torrance's Highland Capital Brokerage Experience July 2015 - Present
Job Sales Vice President at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   July 2015 - Present
Global Insurance Solutions Group   May 2004 - June 2015
Roster Financial  September 2002 - May 2004
ING Annuities  November 2000 - August 2002

Skills
Insurance, Health Insurance, Property & Casualty..., Long-term Care, Disability Insurance, Employee Benefits, Accident, Commercial Insurance, Retirement Planning, Brokers, Retirement, D&O, Financial Planners, Critical Illness, Sales Management, Reinsurance, Strategic Financial..., Financial Advisory, Mutual Funds, Relationship Management, Financial Services, Estate Planning, Series 63, Insurance Brokerage, Agents, Investments, Legal Liability, Health Savings Accounts, Liability, Wealth Management, Workers Compensation, Medicare, Umbrella Insurance, General Insurance, Commercial Lines, Long Term Care Insurance, Pensions, Small Business, Wealth, Income Protection, Professional Liability, 401k, Casualty, Claim, Life Insurance, IRAs, Indemnity, Financial Planning

Education
Rowan University

Nick Weissfeld Nick Weissfeld Knoxville, Tennessee Area Details
Nick Weissfeld's Highland Capital Brokerage Experience September 2006 - February 2011
Job Financial Consultant at Tennessee Valley Asset Management Partners (TVAMP)
Industry Financial Services
Experience
Tennessee Valley Asset Management Partners (TVAMP)   September 2012 - Present
Foster Investment & Retirement Services   March 2011 - September 2012
University of Tennessee Club Baseball   October 2007 - May 2011
Highland Capital Brokerage   September 2006 - February 2011
Maryville College Baseball   February 2007 - May 2007

Education
Missouri State University   2003 — 2006
BS, Finance & Economics

Maryville College   2002 — 2003
Finance & Economics

Miami University   2001 — 2002
Finance & Economics

West High School

Jason Jafferis Jason Jafferis Madison, Wisconsin Area Details
Jason Jafferis's Highland Capital Brokerage Experience March 2009 - January 2011
Job Regional VP at The Prudential Insurance Company of America
Industry Financial Services
Experience
The Prudential Insurance Company of America  January 2013 - Present
The Hartford  January 2011 - January 2013
Highland Capital Brokerage   March 2009 - January 2011
Crump Group, Inc  August 2001 - February 2009

Skills
Wealth Preservation..., Estate Planning, Income Protection, Retirement Planning, Long Term Care Insurance, Insurance, Sales, Fixed Annuities, Management, Employee Benefits, Life Insurance, Retirement, Term Life Insurance, Wealth, Universal Life, Risk Management, Long-term Care

Education
Cardinal Stritch University   2004 — 2006
MBA, Business Operations

University of Wisconsin-Madison   1995 — 2001
Bachelor's degree, Economics

Jim Marvin Jim Marvin Greater Denver Area Details
Jim Marvin's Highland Capital Brokerage Experience December 2005 - July 2008
Job Insurance industry business analyst & advisor
Industry Insurance
Experience
Insurance Techonologies   August 2008 - Present
Insurance Technologies  2008 - Present
Highland Capital Brokerage   December 2005 - July 2008
Jackson National Life  April 2003 - August 2005
ING  September 1999 - March 2003

Skills
Requirements Gathering, Insurance, Wealth Management, Life Insurance, Fixed Annuities

Education
Regis University

Michael Pariano Michael Pariano Hartford, Connecticut Area Details
Michael Pariano's Highland Capital Brokerage Experience December 2000 - Present
Job Managing Principal at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage   December 2000 - Present

Education
Kenyon College   1977 — 1981

Thomas R. Pate, CLU Thomas R. Pate, CLU Tampa/St. Petersburg, Florida Area Details
Thomas R. Pate, CLU's Highland Capital Brokerage Experience April 2005 - Present
Job SVP at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   April 2005 - Present
Morgan Stanley  January 2001 - April 2005
Merrill Lynch  July 1987 - July 1999
E.F. Hutton   January 1985 - June 1987

Skills
Fixed Annuities, Insurance, Retirement Planning, Long-term Care, Series 63, Retirement, Life Insurance, Series 7, Disability Insurance, Term Life Insurance, Wealth Management, Long Term Care Insurance, Whole Life, Financial Planners, Underwriting, IRAs, Universal Life, Estate Planning, Mutual Funds, Investments, Financial Services, Financial Planning, Variable Annuities, 401k

Education
North Carolina State University   1959 — 1962

Campbell University

North Carolina State University

John Rhett John Rhett Greater Atlanta Area Details
John Rhett's Highland Capital Brokerage Experience January 2014 - October 2014
Job Chairman Senior Managing Director Red Rock Strategic Partners Red Rock Advisory Group
Industry Investment Management
Experience
Red Rock Strategic Partners - Red Rock Advisory Group   September 2013 - Present
SunTrust Investment Services  February 2013 - Present
SunTrust Investment Services  July 2005 - Present
SunTrust  2005 - Present
SunTrust Banks  2001 - Present
Highland Capital Brokerage   January 2014 - October 2014
Robinson Humphrey  1980 - 2000

Skills
Wealth Management, Alternative Investments, Portfolio Management, Banking, Investments, Mutual Funds, Series 7, Business Strategy, Securities, Wealth Management..., Risk Management, Strategic Financial..., Strategic Partnerships, Management, Strategy, Asset Allocation, Succession Planning, Financial Advisory, Estate Planning, Asset Management, Wealth, Series 65, FINRA, Strategic Planning, Investment Advisory, Retirement Planning

Education
Georgia Institute of Technology   1972 — 1976
BSIM, Business

Nancy Hanson Nancy Hanson Greater Seattle Area Details
Nancy Hanson's Highland Capital Brokerage Experience March 2015 - Present
Job Assistant Vice President, Field Operations & New Business at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage   March 2015 - Present
Highland Capital Brokerage   May 2003 - Present
LIMRA  January 1999 - July 2002
Jefferson Pilot Financial  September 1997 - December 1998
Sunset Life Insurance Company   January 1994 - September 1997

Skills
Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Long-term Care, Mutual Funds, Process Improvement, Health Insurance, Term Life Insurance, Wealth Management, Estate Planning, Strategic Planning, Account Management, Retirement, 401k, General Insurance, Variable Annuities, Team Building, Financial Services, Long Term Care Insurance, Analysis, IRAs, Employee Benefits, Brokers, Risk Management, Financial Planners, Investments, Series 63, Universal Life

Education
Centralia College   1985 — 1988

Emmaus Bible College   1969 — 1972

Ryan Clodfelter Ryan Clodfelter Raleigh-Durham, North Carolina Area Details
Ryan Clodfelter's Highland Capital Brokerage Experience January 2012 - September 2012
Job Wealth and Insurance Strategist at BB&T
Industry Financial Services
Experience
BB&T  September 2012 - Present
Highland Capital Brokerage   January 2012 - September 2012
SunTrust Private Wealth Management  2006 - January 2012
The Crown Group  1999 - 2006

Skills
Strategic Financial..., Retirement Planning, Investments, Insurance, Series 7, Retirement, Life Insurance, Fixed Annuities, Underwriting, Risk Management, Wealth, Securities, Succession Planning, Wealth Management..., High Net Worth..., Asset Management, Business Planning, Series 63, Leadership, Estate Planning, Wealth Management, Financial Services, Banking

Education
Mars Hill College   1993 — 1997
Business Administration, Concentration in Marketing and Management

Brian Kiger, CLU, CFP Brian Kiger, CLU, CFP Greater Pittsburgh Area Details
Brian Kiger, CLU, CFP's Highland Capital Brokerage Experience May 2014 - Present
Job Sales Vice President at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage   May 2014 - Present

Skills
Defined Benefit, Series 63, Life Insurance, Strategic Financial..., Series 7, Estate Planning, Wealth, Term Life Insurance, Disability Insurance, Relationship Management, Mutual Funds, Long-term Care, Whole Life, Financial Planning, Retirement Planning, Insurance, Fixed Annuities, Retirement, Investments, Wealth Management, Strategic Planning

Education
Indiana University of Pennsylvania   1984 — 1989
Accounting and Business/Management

Drew Lawrence, CPA, CGMA Drew Lawrence, CPA, CGMA Birmingham, Alabama Area Details
Drew Lawrence, CPA, CGMA's Highland Capital Brokerage Experience February 2001 - August 2010
Job Executive Vice President & Chief Finanical Officer at Highland Capital Brokerage, Inc.
Industry Financial Services
Experience
Highland Capital Brokerage, Inc.   September 2013 - Present
Morris-Shea Bridge Company, Inc.   January 2012 - September 2013
Insight  August 2010 - January 2012
Highland Capital Brokerage   February 2001 - August 2010
Genus Aesthetic Medical & Dental Group   October 1998 - February 2001
MedPartners/Caremark   1995 - 1998

Skills
Strategic Financial..., Insurance, Budgets, Financial Analysis, Cash Management, Accounting, Financial Reporting, Leadership, Finance, Risk Management, Investments, CPA, Strategic Planning, Process Improvement, Managerial Finance, Management, Due Diligence, Business Planning, Mergers & Acquisitions, Forecasting, Internal Controls, Mutual Funds, Fixed Annuities, Auditing, Payroll, Banking, Cash Flow, Sarbanes-Oxley Act, Executive Management, Financial Modeling, Financial Services, Financial Planning

Education
Samford University   1991 — 1995
BS, Accounting

Central Alabama Community College   1990 — 1991
N/A, Business

W. A. Berry High School   1986 — 1990

Calleigh Fletcher Calleigh Fletcher Washington D.C. Metro Area Details
Calleigh Fletcher's Highland Capital Brokerage Experience February 2012 - June 2012
Job Independent Insurance Agent
Industry Financial Services
Experience
Highland Capital Brokerage   February 2012 - June 2012
SunTrust Investment Services  April 2008 - January 2012
SunTrust Investment Services  March 2007 - April 2008
Chevy Chase Financial Services  2006 - 2007
Edward Jones  October 2005 - February 2006

Skills
Series 7, Series 63, Series 65, Life and Health..., Wealth Management

Education
Georgia College and State University   2000 — 2005
BBA, Economics

DiNitia Cazy DiNitia Cazy Indianapolis, Indiana Area Details
DiNitia Cazy's Highland Capital Brokerage Experience July 2005 - June 2014
Job Executive Assistant to President / Marketing Support at Warren Steinborn Associates
Industry Financial Services
Experience
Warren Steinborn Associates   June 2014 - June 2015
National Partners Group   2002 - June 2015
Highland Capital Brokerage   July 2005 - June 2014

Skills
Fixed Annuities, Life Insurance, Series 63, Insurance, Long-term Care, Disability Insurance, Universal Life, Term Life Insurance, Whole Life, Life & Health Insurance..., Retirement Planning, Long Term Care Insurance, Retirement, Mutual Funds, IRAs, Wealth Management, Underwriting, Financial Advisory, Series 6, 401k, Estate Planning

Education
Indiana University Bloomington   1989 — 1993

Kyle Bucchi Kyle Bucchi Hartford, Connecticut Area Details
Kyle Bucchi's Highland Capital Brokerage Experience July 2008 - March 2010
Job Sales Rep. for DeRoyal Industries
Industry Medical Devices
Experience
DeRoyal  April 2010 - Present
Highland Capital Brokerage   July 2008 - March 2010

Skills
Sales, Fixed Annuities, Disability Insurance, Long-term Care, Life Insurance, Sales Management, Financial Analysis, Sales Operations, Term Life Insurance, Forecasting, Series 63, Selling, Account Management, New Business Development, Insurance, Strategic Planning, Retirement Planning, Negotiation, Retirement, Risk Management

Education
Providence College   2004 — 2008
BS, Finance

Marissa Ricchio Marissa Ricchio Greater Chicago Area Details
Marissa Ricchio's Highland Capital Brokerage Experience June 2007 - December 2011
Job Brokerage Consultant at The Herman Agency
Industry Insurance
Experience
The Herman Agency   January 2012 - Present
Highland Capital Brokerage   June 2007 - December 2011
Walter E. Smithe Furniture  June 2005 - June 2007

Skills
Customer Service, Microsoft Word, Insurance, PowerPoint, Microsoft Office, Sales, Brokerage

Education
Harrington College of Design   2002 — 2005
Associates, Interior Design

Shelley Bondurant, PMP Shelley Bondurant, PMP Birmingham, Alabama Area Details
Shelley Bondurant, PMP's Highland Capital Brokerage Experience February 2011 - Present
Job AVP, Field Operations
Industry Insurance
Experience
Highland Capital Brokerage   February 2011 - Present
SurModics  August 2009 - December 2010
Margison LLC   2008 - 2010
Boston Scientific  2005 - 2007
Guidant  2003 - 2005
Guidant  2001 - 2003
Ford Motor Company  June 2000 - August 2000
Robert W. Baird  1991 - 1999

Skills
Project Management, Medical Devices, Process Improvement, FDA, Cross-functional Team..., Strategic Planning, Visio, Program Management, Change Management, Quality Assurance, Budgets, Project Planning, Team Building, Microsoft Office, Business Process..., Business Analysis, Product Development, SDLC, Quality System, 21 CFR Part 11, Analysis, Business Intelligence, Risk Management, Training, Access, Insurance

Education
University of Wisconsin-Madison - School of Business   1999 — 2001
MBA

Marquette University
BA

Rick Keidan CLU, ChFC Rick Keidan CLU, ChFC Austin, Texas Details
Rick Keidan CLU, ChFC's Highland Capital Brokerage Experience January 2014 - Present
Job The Life Insurance Professional's Professional
Industry Insurance
Experience
Highland Capital Brokerage   January 2014 - Present
Highland Capital Brokerage   2007 - January 2014
Highland Capital Brokerage   December 2002 - June 2007
Highland Capital Holding Corp   October 2004 - April 2005
Highland Capital Brokerage   November 2001 - December 2002
Phoenix Life Insurance Company  1999 - 2002
WS Griffith   1998 - 2001
Metropolitan Life Insurance Company  1994 - 1999
MetLife Brokerage  1992 - 1997

Skills
Life Insurance, Disability Insurance, Retirement Planning, Estate Planning, Long Term Care Insurance, Whole Life, Fixed Annuities, Underwriting, Risk Management, Health Insurance, Insurance, Long-term Care, Retirement, Term Life Insurance, Series 6, Series 63, Brokers, 401k, Wealth Management, Financial Advisory, Series 7, Financial Planners, Mutual Funds, IRAs, Variable Annuities, Strategic Financial..., Financial Services, Wealth, Securities, Employee Benefits, Series 65, Investments, Pensions, FINRA, Business Planning

Education
Penn State University

The American College
Chartered Life Underwriter and Chartered Financial Consultant

Suzanne Conwell Suzanne Conwell Greater Chicago Area Details
Suzanne Conwell's Highland Capital Brokerage Experience June 2010 - December 2011
Job Case Manager, KME Insurance Brokerage, Inc.
Industry Consumer Services
Experience
KME Insurance Brokerage   January 2012 - Present
Highland Capital Brokerage   June 2010 - December 2011
TransUnion  March 2008 - June 2009
Hallberg Insurance Agency   2004 - 2007
Insure One  1994 - 2001

Skills
Life Insurance, Health Insurance, Licensed Life & Health..., Licensed Property &..., Licensed Professional..., Notary Public, Case Managment, Microsoft Excel, Microsoft Word, Access, Microsoft Office, Agency Integrator, PaperClip, Customer Service, Underwriting, New Business Development, Insurance, Employee Benefits, Sales, Disability Insurance, Case Management

Education
Illinois School of Professional Psychology   2000 — 2002
Master of Arts, Clinical Psychology

DePaul University   1997 — 2000
Bachelor of Arts, Psychology

Curie Metropolitan High School

Curie Metropolitan High School

Curie Metropolitan High School

David Bernaus, CLU, ChFC David Bernaus, CLU, ChFC Greater Philadelphia Area Details
David Bernaus, CLU, ChFC's Highland Capital Brokerage Experience January 2014 - Present
Job Managing Principal at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   January 2014 - Present
Nationwide Financial  February 2010 - December 2013
AXA Equitable  January 2008 - January 2010
Innovative Underwriters  November 2006 - December 2007
AIG  January 2005 - November 2006
The MONY Group  August 2002 - January 2005
Manulife Financial  September 1988 - January 2002

Education
Queen's University   1984 — 1988
Bachelor of Commerce, Finance and Marketing

The American College
CLU, ChFC

Steven Kampwerth Steven Kampwerth Houston, Texas Area Details
Steven Kampwerth's Highland Capital Brokerage Experience August 2008 - Present
Job SVP at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   August 2008 - Present
Bank of America  August 2004 - August 2008
Various Firms  June 1996 - August 2004

Skills
Retirement Planning, Financial Planning, Life Insurance, Wealth Management, Retirement Income..., Long Term Care Insurance, Annuities, Charitable Gift Planning, Fixed Annuities, Insurance, Investments

Education
CFP Board   2002 — 2002
CFP, CFP

University of Illinois Springfield   1995 — 1997
Master of Business Administration (MBA)

Illinois State University   1990 — 1994
Bachelor of Business Administration (B.B.A.), Accounting and Finance

Yejide Van Petten Yejide Van Petten Greater Philadelphia Area Details
Yejide Van Petten's Highland Capital Brokerage Experience March 2006 - January 2009
Job Sales Coordinator at Lincoln Financial Group
Industry Insurance
Experience
Lincoln Financial Group  August 2014 - Present
Lincoln Financial Distributors  October 2009 - August 2014
Highland Capital Brokerage   March 2006 - January 2009

Skills
Insurance, Outlook, Microsoft Excel, Event Planning, Administrative..., Customer Service, PowerPoint, Management, Time Management, Microsoft Word, Banking, Administrative..., Non-profits..., Sales, Operations Management, Human Resources, Employee Benefits, Financial Services, Excel, Word, Life Insurance Case..., Back Office..., Pharmaceutical Sales, corporate property..., Group Protection, Life AD&D, Short Term Disability, Long Term Disability, Accident Insurance, Critical Insurance, Group Dental Insurance, Group Life AD&D, Group Short Term..., Group Long Term..., Group Coverage, Group Vision

Education
Lincoln University   1988 — 1993

Lincoln University
Business Administration and Management, General

Tina Marie Gerace Tina Marie Gerace Hartford, Connecticut Area Details
Tina Marie Gerace's Highland Capital Brokerage Experience January 2004 - February 2009
Job Insurance Professional
Industry Insurance
Experience
Highland Capital Brokerage   January 2004 - February 2009
American Home Mortgage  January 2003 - October 2003

Education
Connecticut College
Associate, Accounting

James Gelder James Gelder Phoenix, Arizona Area Details
James Gelder's Highland Capital Brokerage Experience August 2013 - Present
Job Jim Gelder, CLU, CEO at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage   August 2013 - Present
J Gelder   March 2012 - Present
National Financial Partners  January 2010 - February 2012
NFP  July 2007 - February 2012
ING  January 2002 - June 2007

Skills
Insurance, Strategic Planning, Risk Management, Retirement Planning, Life Insurance, Strategic Financial..., Mergers, Wealth Management, Executive Management, Mutual Funds, Business Development, CRM, Financial Services, Portfolio Management, Strategy, Employee Benefits, Wealth, Mergers & Acquisitions

Education
Dartmouth College   1999 — 1999
Tuck Executive Program, Executive Management

The American College   1990 — 1992
Chartered Life Underwriter, CLU, Life Insurance

Southern California College   1967 — 1969

Dorothy Penney Dorothy Penney Birmingham, Alabama Area Details
Dorothy Penney's Highland Capital Brokerage Experience April 2015 - Present
Job Underwriting Associate at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   April 2015 - Present
Highland Capital Brokerage   September 2006 - April 2015
JUNO LIGHTING   March 1990 - May 1995

Skills
Underwriting, Life Insurance, Term Life Insurance, Disability Insurance, Long Term Care Insurance, EKG, Customer Service, Case Managment, Insurance Brokerage, Brokers

Education
Northern Illinois University

James Edmisten James Edmisten Greater Los Angeles Area Details
James Edmisten's Highland Capital Brokerage Experience August 2003 - Present
Job Senior Case Manager/Underwriter at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   August 2003 - Present
North American Company for Life and Health  1998 - 2003

Skills
Underwriting, Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Long-term Care, Universal Life, Long Term Care Insurance, Risk Management

Education
California State University-Northridge   1984 — 1987
BA, History

David E. Hill David E. Hill Phoenix, Arizona Area Details
David E. Hill's Highland Capital Brokerage Experience
Job Sales VP at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage  

Skills
Estate Planning, Insurance, Succession Planning, Wealth Transfer, Annuity, Annuities, Disability Insurance, Long Term Care, Fixed Annuities, Life Insurance, Long-term Care, Wealth Management, Long Term Care Insurance, Retirement Planning, Term Life Insurance, Wealth

Education
Drake University
Bachelor of Business Administration (BBA), Marketing

Kim Vine Kim Vine Portland, Oregon Area Details
Kim Vine's Highland Capital Brokerage Experience July 2003 - Present
Job SVP at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   July 2003 - Present

Education
Central Washington University   1978 — 1982
Bachelor of Arts (B.A.)

Michael Sapyta, CFP® Michael Sapyta, CFP® Greater Philadelphia Area Details
Michael Sapyta, CFP®'s Highland Capital Brokerage Experience July 2004 - Present
Job VP, Advanced Markets
Industry Financial Services
Experience
Highland Capital Brokerage   July 2004 - Present

Skills
Estate Planning, Long Term Care Insurance, Disability Insurance, Executive Benefit..., Life Insurance, Retirement Planning, Premium Financing

Education
Bloomsburg University of Pennsylvania   2000 — 2004
Finance & Economics, Business

The American College

Fred Recchio, CFP Fred Recchio, CFP Greater Los Angeles Area Details
Fred Recchio, CFP's Highland Capital Brokerage Experience August 1995 - January 2011
Job Vice President Wealth Insurance Specialist at Wells Fargo Advisors
Industry Insurance
Experience
Wells Fargo Advisors  June 2014 - Present
Crump Life Insurance Services  January 2011 - Present
Highland Capital Brokerage   August 1995 - January 2011
Merrill Lynch  1990 - 1995

Skills
Fixed Annuities, Retirement Planning, Series 7, Wealth Management, Insurance, Series 63, Life Insurance, Disability Insurance, Retirement, Series 6, Strategic Financial..., Long-term Care, Long Term Care Insurance, 401k, Estate Planning, Financial Planning

Education
University of South Carolina-Columbia   1971 — 1972
Masters, Education

Ithaca College   1967 — 1971
Bachlor of Science, Education

Tim Mastel Tim Mastel Greater Minneapolis-St. Paul Area Details
Tim Mastel's Highland Capital Brokerage Experience February 2004 - October 2006
Job Owner, Advisors Resource, LLC
Industry Insurance
Experience
Advisors Resource, LLC  October 2006 - Present
Highland Capital Brokerage   February 2004 - October 2006
Allianz Life  October 2001 - February 2004

Skills
Fixed Annuities, Retirement, Retirement Planning, Term Life Insurance, Estate Planning, Life Insurance, Long-term Care, Insurance, Investments, Series 7, Mutual Funds, Series 63

Education
Marquette University   1991 — 1994
Bachelor of Business Administration (BBA), Finance, General

Benilde St. Margaret's   1987 — 1990
High School Diploma

Raymond Perkins, CLU, CASL Raymond Perkins, CLU, CASL Roanoke, Virginia Area Details
Raymond Perkins, CLU, CASL's Highland Capital Brokerage Experience March 2014 - Present
Job Sales Vice President at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage   March 2014 - Present
Capitol Financial Brokerage   September 2013 - March 2014
Capitol Financial Solutions  June 2013 - September 2013
Capitol Financial Solutions  July 2012 - June 2013
Capitol Financial Solutions  November 2002 - June 2012
First Colony Life  1986 - 1997

Skills
Disability Insurance, Finance, Relationship Management, Sales Management, Strategic Financial..., New Business Development, Small Business, Sales, Mutual Funds, Business Development, Risk Management, Long Term Care Insurance, Financial Services, Series 63, Brokers, Marketing Strategy

Education
Lynchburg College   1982 — 1986
Bachelor of Science (BS), Computer Science

Anne Jarrosiak Anne Jarrosiak Hartford, Connecticut Area Details
Anne Jarrosiak's Highland Capital Brokerage Experience October 2011 - Present
Job Marketing Manager at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage   October 2011 - Present
The Hartford  January 2010 - October 2011
The Hartford  July 2008 - January 2010
Crump Insurance  October 1998 - June 2008
William Raveis Real Estate  December 1997 - October 1998

Skills
Life Insurance, Insurance, Series 6, Sales, Brokers, Underwriting, Salesforce.com, Relationship Management, Mutual Funds, Marketing, Employee Benefits, Business Development, Fixed Annuities, Disability Insurance, 401k, Financial Services, Sales Operations, Property & Casualty..., Health Insurance, Retirement Planning, Term Life Insurance, Retirement, Commercial Insurance, Outlook, Long-term Care, Estate Planning, Long Term Care Insurance

Education
Hartwick College   1984 — 1987
BA, Fine Arts

Randy Zipse Randy Zipse Greater Boston Area Details
Randy Zipse's Highland Capital Brokerage Experience June 2013 - July 2014
Job V.P. Advanced Markets at Prudential
Industry Insurance
Experience
Highland Capital Brokerage   June 2013 - July 2014
John Hancock Financial Services  1995 - June 2013
Manulife Financial  1995 - 2004
Gardere Wynne Sewell LLP  1992 - 1995
Jones Day  1990 - 1992
Deloitte  1985 - 1987

Skills
Life Insurance, Customer Service, Estate Planning, Retirement, Insurance, Fixed Annuities, Building World Class..., Variable Products, Tax-planning, Wealth, Long Term Care Insurance, Succession Planning, Mutual Funds, Strategic Planning, Financial Advisory, Business Planning, Employee Benefits, Marketing, Mergers & Acquisitions, Investments, 401k, Underwriting, Securities, Retirement Planning, Financial Planners, Disability Insurance, Leadership, Long-term Care, High Net Worth..., Finance, Financial Services, Strategic Financial..., Financial Planning, Tax Planning, Management, Sales, Brokers, Term Life Insurance, Business, Relationship Management, Universal Life, Estate Tax Planning, Wealth Transfer

Education
Drake University Law School   1987 — 1990
Doctor of Law (JD), Tax Law/Taxation

University of Northern Iowa   1981 — 1985
BA, Accounting and Related Services

Diane Pettit Diane Pettit Greater Atlanta Area Details
Diane Pettit's Highland Capital Brokerage Experience May 2001 - Present
Job SVP at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage   May 2001 - Present
AIG  February 2000 - May 2001
InSouth   September 1996 - December 1999
Cigna Financial Advisors  May 1995 - September 1996
Dr. McGugine counseling   July 1994 - May 1995
Georgia State University  September 1993 - May 1995

Skills
Insurance, Life Insurance, Strategic Financial..., Long-term Care, Fixed Annuities, Disability Insurance, Retirement, Retirement Planning, Employee Benefits, Investments, Brokers, Underwriting, Term Life Insurance, Wealth, Sales Management, Competitive Analysis, Wealth Management, Health Insurance, Estate Planning, Series 63, Securities, Series 6, Financial Services, Series 7

Education
Georgia State University - J. Mack Robinson College of Business   1993 — 1995
MBA, International Business

King University   1991 — 1993
BA, Economics and Business Administration

Fudan University   1987 — 1990
English Literature and Language

shanghai foreign languages school

Katelyn Birge Katelyn Birge Canton, Connecticut Details
Katelyn Birge's Highland Capital Brokerage Experience May 2014 - Present
Job Intern at Highland Capital Brokerage
Industry
Experience
Highland Capital Brokerage   May 2014 - Present
Highland Capital Brokerage   July 2011 - May 2014
Hofstra University  September 2011 - May 2013

Skills
OS X, Access, Microsoft Word, PowerPoint, Microsoft Excel, Life Insurance, Management, Animal Welfare, Dance Education, Public Relations

Education
Hofstra University   2010 — 2013
Bachelor's degree, Business Administration, Management and Operations

Jennifer Smiley O'Connell Jennifer Smiley O'Connell San Dimas, California Details
Jennifer Smiley O'Connell's Highland Capital Brokerage Experience November 2012 - Present
Job Life Insurance Brokerage Case Manager
Industry Insurance
Experience
Highland Capital Brokerage   November 2012 - Present
Marsh  July 1999 - October 2012
Marsh  March 1995 - October 2012

Skills
Large Line Cases, High Profile clients, Impaired Risk cases, Regulation 60 proficient, Prioritize Workload, Ability to Anticipate, Troubleshooting, Positive Team Player, Interpersonal Skill, Multitasking Skills, High Net Worth...

Education
CSUN
English Language and Literature, General

Glendale Community College
Associate of Arts (AA), English Language and Literature/Letters

Lindsey Hewlett Lindsey Hewlett Birmingham, Alabama Details
Lindsey Hewlett's Highland Capital Brokerage Experience June 2011 - February 2015
Job Financial Analyst III at Protective Life
Industry Insurance
Experience
Protective Life  March 2015 - Present
Highland Capital Brokerage   June 2011 - February 2015
Haynes Downard, LLP  December 2008 - June 2011

Education
Auburn University

Tony Contorno Tony Contorno Sterrett, Alabama Details
Tony Contorno's Highland Capital Brokerage Experience February 2005 - February 2012
Job Systems Administrator at Sirote & Permutt, P.C.
Industry Law Practice
Experience
Sirote & Permutt, P.C.   March 2012 - Present
Highland Capital Brokerage   February 2005 - February 2012

Skills
VMware Infrastructure, VMware View, VMware Certified..., Microsoft Certified..., Microsoft Server..., Websense, Workshare, Active Directory, Group Policy, eDocs

Education
University of Alabama at Birmingham   2003 — 2005
Bachelor of Science (BS), Management Information Systems, General

Auburn University

Karen F. Alleva Karen F. Alleva Cary, Illinois Details
Karen F. Alleva's Highland Capital Brokerage Experience August 2008 - July 2011
Job Operations Specialist at Ironwood Family Wealth Advisors
Industry Financial Services
Experience
Ironwood Family Wealth Advisors   January 2013 - Present
Jenny Craig  August 2011 - March 2013
Highland Capital Brokerage   August 2008 - July 2011

Skills
Microsoft Office

Education
Harper College   1981 — 1983
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General

Gary Johnson Gary Johnson Barrington, Illinois Details
Gary Johnson's Highland Capital Brokerage Experience June 2002 - Present
Job Sales Vice President at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage   June 2002 - Present
Lamb, Little & Co.   June 1986 - May 2002
The Guardian Life Insurance   February 1985 - February 1995

Skills
Life Insurance, Disability Insurance, Insurance, Fixed Annuities, Term Life Insurance, Long-term Care, Underwriting, Health Insurance, Retirement Planning, Brokers, Retirement, Series 6, Long Term Care Insurance, Whole Life, Employee Benefits, Universal Life, Property & Casualty..., Financial Planning, 401k, Estate Planning, Mutual Funds, IRAs

Education
Northern Illinois University   1965 — 1970
Bachelor of Science (BS), Marketing

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