Highland Capital Brokerage
Industry: Insurance company
DescriptionFounded: 1991 Parent organizations: NFP, Litho Supplies
Highland Capital Brokerage List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Highland Capital Brokerage. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Highland Capital Brokerage Salaries. You can even request information on how much does Highland Capital Brokerage pay if you want to. Learn about salaries, pros and cons of working for Highland Capital Brokerage directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
244 Highland Capital Brokerage employees in database. Find out everything there's to know about Highland Capital Brokerage employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Highland Capital Brokerage Employees
Employee
Years
Job
Industry
Chris Soniat Chris Soniat's Highland Capital Brokerage Experience December 2014 - Present
Job Vice President of Business Development at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage December 2014 - Present
BRAMCO FINANCIAL RESOURCES September 2002 - November 2014
Harrison James Group, LLC April 1993 - September 2002
Pan-American Life Insurance Company November 1985 - April 1993
Skills
Insurance, Product Management, Vendor Management, Life Insurance, Strategy, Fixed Annuities, Long-term Care, Term Life Insurance, Strategic Planning, Process Improvement, Financial Services, Retirement Planning, Underwriting, Brokers, Retirement, Employee Benefits, Disability Insurance, Team Leadership
Education
University of Alabama at Birmingham 1994 — 1995
Post Graduate Work, Public Administration
University of New Orleans 1967 — 1972
BA, Political Science, Anthropology
Highland Capital Brokerage December 2014 - Present
BRAMCO FINANCIAL RESOURCES September 2002 - November 2014
Harrison James Group, LLC April 1993 - September 2002
Pan-American Life Insurance Company November 1985 - April 1993
Skills
Insurance, Product Management, Vendor Management, Life Insurance, Strategy, Fixed Annuities, Long-term Care, Term Life Insurance, Strategic Planning, Process Improvement, Financial Services, Retirement Planning, Underwriting, Brokers, Retirement, Employee Benefits, Disability Insurance, Team Leadership
Education
University of Alabama at Birmingham 1994 — 1995
Post Graduate Work, Public Administration
University of New Orleans 1967 — 1972
BA, Political Science, Anthropology
Meredith Gay, CPA, CGMA Meredith Gay, CPA, CGMA's Highland Capital Brokerage Experience April 2014 - Present
Job Sr VP of Finance & Corporate Controller at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage April 2014 - Present
Regions Financial Corporation September 2012 - April 2014
Insight Card Services May 2011 - August 2012
Highland Capital Brokerage January 2003 - June 2011
KPMG January 2002 - December 2002
Arthur Andersen, LLP August 2000 - December 2001
Skills
Accounting, Internal Controls, SOX, SEC reporting, GAAP, Financial Accounting, Audit, Cash Management, Financial Analysis, Cash Flow, Auditing, Budgeting, Forecasting, Insurance, Strategic Planning, Accounts Receivable, Accounts Payable, Excel, General Ledger, Financial Reporting, Consolidation, External Audit, Reconciliation, Analysis, US GAAP, Microsoft Excel, SEC filings, Budgets, Account Reconciliation, Payroll, Internal Audit, Financial Statements, Finance, CPA, Strategic Financial..., Management, Due Diligence, Financial Services, Executive Management, Risk Management, Financial Modeling, Sarbanes-Oxley, Mergers & Acquisitions, Financial Planning, Sarbanes-Oxley Act, SEC Filings
Education
University of Alabama 1999 — 2000
MaCC, Accounting
University of Alabama 1995 — 1999
BS, Accounting
Highland Capital Brokerage April 2014 - Present
Regions Financial Corporation September 2012 - April 2014
Insight Card Services May 2011 - August 2012
Highland Capital Brokerage January 2003 - June 2011
KPMG January 2002 - December 2002
Arthur Andersen, LLP August 2000 - December 2001
Skills
Accounting, Internal Controls, SOX, SEC reporting, GAAP, Financial Accounting, Audit, Cash Management, Financial Analysis, Cash Flow, Auditing, Budgeting, Forecasting, Insurance, Strategic Planning, Accounts Receivable, Accounts Payable, Excel, General Ledger, Financial Reporting, Consolidation, External Audit, Reconciliation, Analysis, US GAAP, Microsoft Excel, SEC filings, Budgets, Account Reconciliation, Payroll, Internal Audit, Financial Statements, Finance, CPA, Strategic Financial..., Management, Due Diligence, Financial Services, Executive Management, Risk Management, Financial Modeling, Sarbanes-Oxley, Mergers & Acquisitions, Financial Planning, Sarbanes-Oxley Act, SEC Filings
Education
University of Alabama 1999 — 2000
MaCC, Accounting
University of Alabama 1995 — 1999
BS, Accounting
Lee Scroggins Lee Scroggins's Highland Capital Brokerage Experience January 2012 - 2015
Job The Turner Agency, Inc.
Industry Insurance
Experience
The Turner Agency, Inc. September 2015 - Present
Highland Capital Brokerage January 2012 - 2015
SunTrust Investment Services August 2010 - December 2011
Northwestern Mutual June 2000 - July 2010
Skills
Business Planning, Public Speaking, Insurance, Microsoft Excel, Research, Microsoft Word, Windows, Retail, Customer Service, New Business Development, Microsoft Office, Analysis, Sales, Financial Analysis, Marketing, Portfolio Management, Strategy, Leadership, Investments, Finance, Marketing Strategy, Asset Management
Education
The University of Georgia 1994 — 1998
Consumer Economics
Westminster 1986 — 1993
The Turner Agency, Inc. September 2015 - Present
Highland Capital Brokerage January 2012 - 2015
SunTrust Investment Services August 2010 - December 2011
Northwestern Mutual June 2000 - July 2010
Skills
Business Planning, Public Speaking, Insurance, Microsoft Excel, Research, Microsoft Word, Windows, Retail, Customer Service, New Business Development, Microsoft Office, Analysis, Sales, Financial Analysis, Marketing, Portfolio Management, Strategy, Leadership, Investments, Finance, Marketing Strategy, Asset Management
Education
The University of Georgia 1994 — 1998
Consumer Economics
Westminster 1986 — 1993
Chad Lange, CFP® Chad Lange, CFP®'s Highland Capital Brokerage Experience May 2010 - Present
Job Case Design Specialist at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage May 2010 - Present
AIM Systems, Inc. October 2007 - July 2008
AIM Systems, Inc. May 2005 - September 2007
Aim Systems, Inc. January 2001 - May 2005
Skills
Certified Financial..., Life & Health Insurance..., Long Term Care Insurance, Disability Insurance, Series 6, Series 63, Series 26, Estate Tax Planning, Retirement Planning, Management, Microsoft Office, Customer Service, Wealth Management, Life Insurance, Insurance, Term Life Insurance, Financial Planning, Retirement, Long-term Care, Estate Planning, Financial Services
Education
The University of Georgia 2000 — 2001
Bachelor's degree, Finance
Highland Capital Brokerage May 2010 - Present
AIM Systems, Inc. October 2007 - July 2008
AIM Systems, Inc. May 2005 - September 2007
Aim Systems, Inc. January 2001 - May 2005
Skills
Certified Financial..., Life & Health Insurance..., Long Term Care Insurance, Disability Insurance, Series 6, Series 63, Series 26, Estate Tax Planning, Retirement Planning, Management, Microsoft Office, Customer Service, Wealth Management, Life Insurance, Insurance, Term Life Insurance, Financial Planning, Retirement, Long-term Care, Estate Planning, Financial Services
Education
The University of Georgia 2000 — 2001
Bachelor's degree, Finance
Javier Zarazua's Highland Capital Brokerage Experience October 2001 - June 2005
Job Accounts Payable Associate at The Pokémon Company International
Industry Insurance
Experience
The Pokémon Company International September 2014 - Present
The Pokémon Company International September 2014 - April 2015
Intellectual Ventures May 2007 - August 2014
AT&T Cingular September 2006 - January 2007
Kubo & Associates, PLLC August 2005 - March 2006
Highland Capital Brokerage October 2001 - June 2005
Safeco Insurance December 1998 - September 2001
Education
University of Phoenix
Bachelor’s Degree, B.S., Accounting expected graduation November 2015
University of Washington
Studies in Business & Accounting
The Pokémon Company International September 2014 - Present
The Pokémon Company International September 2014 - April 2015
Intellectual Ventures May 2007 - August 2014
AT&T Cingular September 2006 - January 2007
Kubo & Associates, PLLC August 2005 - March 2006
Highland Capital Brokerage October 2001 - June 2005
Safeco Insurance December 1998 - September 2001
Education
University of Phoenix
Bachelor’s Degree, B.S., Accounting expected graduation November 2015
University of Washington
Studies in Business & Accounting
Steve Pilger's Highland Capital Brokerage Experience January 2011 - March 2014
Job National Sales Director at Ash Brokerage, specializing in Pension Risk Transfer | Structured Settlements
Industry Financial Services
Experience
Ash Brokerage April 2014 - Present
Highland Capital Brokerage January 2011 - March 2014
Pilger Financial 2003 - 2011
Crump Life Insurance Services 2008 - 2009
Genworth Financial 2004 - 2006
Safeco Insurance 2003 - 2004
Jackson National Life 2000 - 2002
Jackson National Life 1997 - 2000
Walnut Street Securities, Inc. 1994 - 1997
Manulife Financial 1991 - 1994
Skills
Fixed Annuities, Financial Services, Retirement Planning, Series 6, Retirement, Series 63, IRAs, Variable Annuities, Indexed Annuities, Life Insurance, Income Distribution, Business Development, Mutual Funds, Retirement Income..., Long-term Care Income..., Term Life Insurance, Disability Insurance, Series 7, Structured Settlements, Pension Risk Transfer
Education
St. Olaf College 1983 — 1987
Bachelor of Arts (BA)
Ash Brokerage April 2014 - Present
Highland Capital Brokerage January 2011 - March 2014
Pilger Financial 2003 - 2011
Crump Life Insurance Services 2008 - 2009
Genworth Financial 2004 - 2006
Safeco Insurance 2003 - 2004
Jackson National Life 2000 - 2002
Jackson National Life 1997 - 2000
Walnut Street Securities, Inc. 1994 - 1997
Manulife Financial 1991 - 1994
Skills
Fixed Annuities, Financial Services, Retirement Planning, Series 6, Retirement, Series 63, IRAs, Variable Annuities, Indexed Annuities, Life Insurance, Income Distribution, Business Development, Mutual Funds, Retirement Income..., Long-term Care Income..., Term Life Insurance, Disability Insurance, Series 7, Structured Settlements, Pension Risk Transfer
Education
St. Olaf College 1983 — 1987
Bachelor of Arts (BA)
Mesa Kaplon's Highland Capital Brokerage Experience August 2006 - November 2007
Job New Business Coordinator
Industry Financial Services
Experience
HF Financial June 2015 - Present
Crump Life Insurance Services February 2010 - November 2014
Bank of America January 2008 - February 2010
Highland Capital Brokerage August 2006 - November 2007
Merrill Lynch February 2002 - August 2006
New England Financial June 1977 - February 2002
Skills
Life Insurance Sales,..., Operations Management, Performance Management, Strategic Planning, Long Term Care Insurance, Process Improvement, Recruiting, Training, Life Insurance, New Business Development, Long-term Care, Time Management, Disability Insurance, Term Life Insurance, Coaching, Business Process..., Leadership Development, Microsoft Excel, Relationship Management, Sales, Underwriting, Insurance, Management, Financial Services, Retirement Planning, Wealth Management, Mutual Funds, Customer Service, Series 63, Series 6, Fixed Annuities, Retirement, Health Insurance, Estate Planning
Education
UNCC
History
HF Financial June 2015 - Present
Crump Life Insurance Services February 2010 - November 2014
Bank of America January 2008 - February 2010
Highland Capital Brokerage August 2006 - November 2007
Merrill Lynch February 2002 - August 2006
New England Financial June 1977 - February 2002
Skills
Life Insurance Sales,..., Operations Management, Performance Management, Strategic Planning, Long Term Care Insurance, Process Improvement, Recruiting, Training, Life Insurance, New Business Development, Long-term Care, Time Management, Disability Insurance, Term Life Insurance, Coaching, Business Process..., Leadership Development, Microsoft Excel, Relationship Management, Sales, Underwriting, Insurance, Management, Financial Services, Retirement Planning, Wealth Management, Mutual Funds, Customer Service, Series 63, Series 6, Fixed Annuities, Retirement, Health Insurance, Estate Planning
Education
UNCC
History
Trey Fairman, J.D., LL.M. Trey Fairman, J.D., LL.M.'s Highland Capital Brokerage Experience April 1997 - April 2014
Job Senior Wealth and Insurance Planning Strategist at Millennium Brokerage Group
Industry Insurance
Experience
Millennium Brokerage Group, LLC April 2014 - Present
Highland Capital Brokerage April 1997 - April 2014
MassMutual Financial Group 1992 - April 1997
Skills
Insurance, Life Insurance, Estate Planning, Disability Insurance, Term Life Insurance, Long-term Care, Strategic Financial..., Long Term Care Insurance, Risk Management
Education
University of San Diego School of Law 1996 — 2001
Juris Doctor and Masters of Laws, Taxation
University of Delaware 1988 — 1993
Bachelor of Science in Business Administration, Finance
Millennium Brokerage Group, LLC April 2014 - Present
Highland Capital Brokerage April 1997 - April 2014
MassMutual Financial Group 1992 - April 1997
Skills
Insurance, Life Insurance, Estate Planning, Disability Insurance, Term Life Insurance, Long-term Care, Strategic Financial..., Long Term Care Insurance, Risk Management
Education
University of San Diego School of Law 1996 — 2001
Juris Doctor and Masters of Laws, Taxation
University of Delaware 1988 — 1993
Bachelor of Science in Business Administration, Finance
Jennifer Lotta, CFP(R) Jennifer Lotta, CFP(R)'s Highland Capital Brokerage Experience May 1996 - August 1999
Job Financial Advisor
Industry Financial Services
Experience
Excel Securities & Associates, Inc. December 2004 - Present
Marello Investment Advisors, Inc. June 1999 - Present
Highland Capital Brokerage May 1996 - August 1999
Skills
Series 7, Retirement Planning, Retirement, Series 63, 401k, Investments, Asset Managment, Fixed Annuities, Mutual Funds, Insurance, Estate Planning, Wealth Management, Life Insurance, FINRA, Securities, Financial Advisory, Asset Management, Personal Finance, Finance
Education
The American College 2004 — 2005
CFP(R) Certification Program, Finance, General
University of San Diego 1993 — 1997
Bachelors, Business Administration
Marymount High School 1991 — 1993
Excel Securities & Associates, Inc. December 2004 - Present
Marello Investment Advisors, Inc. June 1999 - Present
Highland Capital Brokerage May 1996 - August 1999
Skills
Series 7, Retirement Planning, Retirement, Series 63, 401k, Investments, Asset Managment, Fixed Annuities, Mutual Funds, Insurance, Estate Planning, Wealth Management, Life Insurance, FINRA, Securities, Financial Advisory, Asset Management, Personal Finance, Finance
Education
The American College 2004 — 2005
CFP(R) Certification Program, Finance, General
University of San Diego 1993 — 1997
Bachelors, Business Administration
Marymount High School 1991 — 1993
Cameron Larwood Cameron Larwood's Highland Capital Brokerage Experience May 2014 - Present
Job Marketing Intern at Highland Capital Brokerage
Industry Financial Services
Experience
Kaman Aerospace Corporation May 2015 - Present
Highland Capital Brokerage May 2014 - Present
Highland Capital Brokerage May 2013 - August 2013
Retina Designs November 2011 - August 2013
USSF December 2006 - June 2013
Skills
Strategic Planning, Business Development, Strategic Partnerships, Product Marketing, Marketing Communications, New Business Development, Marketing, Advertising, Strategy, Integrated Marketing, Online Advertising, Social Media Marketing, Product Management, Email Marketing, Lead Generation, Product Development, PowerPoint
Education
University of Richmond - Robins School of Business 2013 — 2017
Accounting and Finance
Simsbury High School 2009 — 2013
Kaman Aerospace Corporation May 2015 - Present
Highland Capital Brokerage May 2014 - Present
Highland Capital Brokerage May 2013 - August 2013
Retina Designs November 2011 - August 2013
USSF December 2006 - June 2013
Skills
Strategic Planning, Business Development, Strategic Partnerships, Product Marketing, Marketing Communications, New Business Development, Marketing, Advertising, Strategy, Integrated Marketing, Online Advertising, Social Media Marketing, Product Management, Email Marketing, Lead Generation, Product Development, PowerPoint
Education
University of Richmond - Robins School of Business 2013 — 2017
Accounting and Finance
Simsbury High School 2009 — 2013
Kirk Hill's Highland Capital Brokerage Experience February 2005 - Present
Job Sales Vice President at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage February 2005 - Present
Oxford Financial Group, Ltd. November 1998 - January 2005
Provident Life and Accident June 1984 - November 1998
Skills
Coaching for..., Insurance, Retirement Planning, Retirement, Strategic Financial..., Investments, Estate Planning, Wealth Management, Employee Benefits, Strategic Planning, Risk Management, Financial Advisory, Financial Analysis, Life Insurance
Education
The American College 1986 — 1988
CLU, ChFC, Designations
University of Connecticut 1978 — 1982
Bachelor's Degree, Business Finance, 3.4
Highland Capital Brokerage February 2005 - Present
Oxford Financial Group, Ltd. November 1998 - January 2005
Provident Life and Accident June 1984 - November 1998
Skills
Coaching for..., Insurance, Retirement Planning, Retirement, Strategic Financial..., Investments, Estate Planning, Wealth Management, Employee Benefits, Strategic Planning, Risk Management, Financial Advisory, Financial Analysis, Life Insurance
Education
The American College 1986 — 1988
CLU, ChFC, Designations
University of Connecticut 1978 — 1982
Bachelor's Degree, Business Finance, 3.4
Michael Herron CLU ChFC Michael Herron CLU ChFC's Highland Capital Brokerage Experience 2012 - 2015
Job Business & Operations Excellence Leader / Technology Fanatic / Seeker of Time Leverage / Naturally Curious
Industry Financial Services
Experience
SPAN 2013 - Present
First Republic Private Wealth Management 2015 - Present
Highland Capital Brokerage 2012 - 2015
Marsh & McLennan Companies 2009 - 2012
Time Financial, A Crump Company 2004 - 2009
The Hartford 1995 - 2004
Skills
Operating Budgets, Strategic Planning, Business Strategy, Operations Management, Strategic Partnerships, Client Aquisition, Wealth Management, Compliance, Fixed Annuities, Long-term Care, Estate Planning, Disability Insurance, Retirement, Strategic Thinking, Strategic Financial..., Series 63, Life Insurance, Mutual Funds, Risk Management, Marketing Strategy, Retirement Planning, Insurance, Underwriting, Series 6, Chartered Life..., Chartered Financial..., Individual Life, Financial Planners, Long Term Care Insurance, Financial Advisory, Wealth, Finance, Brokers, Sales, High Net Worth..., Asset Management, Business Planning, Mergers & Acquisitions, Property & Casualty..., Health Insurance, Term Life Insurance, Commercial Insurance, Financial Risk, 401k, Wealth Management..., Financial Planning
Education
University of Southern California 1987 — 1991
BA
SPAN 2013 - Present
First Republic Private Wealth Management 2015 - Present
Highland Capital Brokerage 2012 - 2015
Marsh & McLennan Companies 2009 - 2012
Time Financial, A Crump Company 2004 - 2009
The Hartford 1995 - 2004
Skills
Operating Budgets, Strategic Planning, Business Strategy, Operations Management, Strategic Partnerships, Client Aquisition, Wealth Management, Compliance, Fixed Annuities, Long-term Care, Estate Planning, Disability Insurance, Retirement, Strategic Thinking, Strategic Financial..., Series 63, Life Insurance, Mutual Funds, Risk Management, Marketing Strategy, Retirement Planning, Insurance, Underwriting, Series 6, Chartered Life..., Chartered Financial..., Individual Life, Financial Planners, Long Term Care Insurance, Financial Advisory, Wealth, Finance, Brokers, Sales, High Net Worth..., Asset Management, Business Planning, Mergers & Acquisitions, Property & Casualty..., Health Insurance, Term Life Insurance, Commercial Insurance, Financial Risk, 401k, Wealth Management..., Financial Planning
Education
University of Southern California 1987 — 1991
BA
Paul M. Pistilli CFP®, CLU, ChFC Paul M. Pistilli CFP®, CLU, ChFC's Highland Capital Brokerage Experience May 2015 - Present
Job Sales Vice President at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage May 2015 - Present
Principal Financial Group March 2014 - April 2014
Highland Capital Brokerage September 1998 - December 2013
The Summit Group, Inc. May 1994 - September 1998
Skills
Certified Financial..., CLU, ChFC, Fixed Annuities, Retirement Planning, Life Insurance, Estate Planning, Long-term Care, Disability Insurance, Insurance, Term Life Insurance, Long Term Care Insurance, Financial Planners, Life Insurance..., Brokers, Underwriting, Financial Services, Financial Advisory, Retirement, 401k, Universal Life, Strategic Financial..., Whole Life, Wealth, Wealth Management, Wealth Accumulation, High Net Worth..., Wealth Preservation..., Insurance Brokerage, Estate Tax Planning, Relationship Management, Series 6, Series 63, Variable Annuities, Series 7, Life & Health Insurance..., IRAs, Buy-sell Agreements, Indexed Annuities, Mutual Funds, Qualified Retirement..., Health Insurance, Securities, Executive Pay, Pensions, Investment Strategies, 401k Rollovers, Employee Benefits, Financial Planning, Investments
Education
Temple University
Bachelor, Accounting
Highland Capital Brokerage May 2015 - Present
Principal Financial Group March 2014 - April 2014
Highland Capital Brokerage September 1998 - December 2013
The Summit Group, Inc. May 1994 - September 1998
Skills
Certified Financial..., CLU, ChFC, Fixed Annuities, Retirement Planning, Life Insurance, Estate Planning, Long-term Care, Disability Insurance, Insurance, Term Life Insurance, Long Term Care Insurance, Financial Planners, Life Insurance..., Brokers, Underwriting, Financial Services, Financial Advisory, Retirement, 401k, Universal Life, Strategic Financial..., Whole Life, Wealth, Wealth Management, Wealth Accumulation, High Net Worth..., Wealth Preservation..., Insurance Brokerage, Estate Tax Planning, Relationship Management, Series 6, Series 63, Variable Annuities, Series 7, Life & Health Insurance..., IRAs, Buy-sell Agreements, Indexed Annuities, Mutual Funds, Qualified Retirement..., Health Insurance, Securities, Executive Pay, Pensions, Investment Strategies, 401k Rollovers, Employee Benefits, Financial Planning, Investments
Education
Temple University
Bachelor, Accounting
Claire (Parkerson) Chandler Claire (Parkerson) Chandler's Highland Capital Brokerage Experience January 2011 - Present
Job Web Designer at Highland Capital Brokerage
Industry Graphic Design
Experience
Highland Capital Brokerage January 2011 - Present
Freelance 2004 - Present
Student Life October 2009 - December 2010
HealthSouth February 2005 - February 2008
Planet Weekly 2003 - 2003
Skills
Web Design, Dreamweaver, Logo Design, CSS, Graphic Design, HTML, Photoshop, Illustrator, Graphics, CMS, Web Development, User Interface Design, Newsletters, User Experience, Advanced CSS, jQuery, Adobe Creative Suite, Email Marketing, Typography, Advertising, XML, XHTML, HTML 5, Adobe Fireworks, User Interface, Layout, Content Management, Visual Studio, PHP, Brand Development, Image Editing, Website Development, .NET, Google Analytics, User Experience Design, WordPress, OS X, Front-end, Flash, Interaction Design, Adobe Acrobat, Branding & Identity, Web Standards, Technical Writing, Front-end Development, Photo Editing, Fireworks, HTML + CSS, CSS3, User-centered Design
Education
University of Alabama 1999 — 2003
B.A., Communications (Advertising/Graphic Design)
School of Visual Arts
CEU, Graphic Design
Highland Capital Brokerage January 2011 - Present
Freelance 2004 - Present
Student Life October 2009 - December 2010
HealthSouth February 2005 - February 2008
Planet Weekly 2003 - 2003
Skills
Web Design, Dreamweaver, Logo Design, CSS, Graphic Design, HTML, Photoshop, Illustrator, Graphics, CMS, Web Development, User Interface Design, Newsletters, User Experience, Advanced CSS, jQuery, Adobe Creative Suite, Email Marketing, Typography, Advertising, XML, XHTML, HTML 5, Adobe Fireworks, User Interface, Layout, Content Management, Visual Studio, PHP, Brand Development, Image Editing, Website Development, .NET, Google Analytics, User Experience Design, WordPress, OS X, Front-end, Flash, Interaction Design, Adobe Acrobat, Branding & Identity, Web Standards, Technical Writing, Front-end Development, Photo Editing, Fireworks, HTML + CSS, CSS3, User-centered Design
Education
University of Alabama 1999 — 2003
B.A., Communications (Advertising/Graphic Design)
School of Visual Arts
CEU, Graphic Design
Jeremy Jester Jeremy Jester's Highland Capital Brokerage Experience October 2004 - February 2012
Job Project Manager, IS Americas PMO at Nissan Motor Corporation
Industry Information Technology and Services
Experience
Nissan Motor Corporation January 2015 - Present
Tenet Healthcare February 2014 - December 2014
Health Management Associates, Inc. February 2012 - January 2014
Highland Capital Brokerage October 2004 - February 2012
Skills
Integration, Process Improvement, Team Building, EMR, Healthcare Information..., Acquisition Integration, Healthcare Management, Healthcare, Mergers & Acquisitions, Leadership, Vendor Management, Strategy, Management, Strategic Planning, Project Management, Enterprise Software, HIPAA, Training, EHR
Education
Southwest Baptist University 1990 — 1994
Bachelor of Science (BS), Economics and Finance
Nissan Motor Corporation January 2015 - Present
Tenet Healthcare February 2014 - December 2014
Health Management Associates, Inc. February 2012 - January 2014
Highland Capital Brokerage October 2004 - February 2012
Skills
Integration, Process Improvement, Team Building, EMR, Healthcare Information..., Acquisition Integration, Healthcare Management, Healthcare, Mergers & Acquisitions, Leadership, Vendor Management, Strategy, Management, Strategic Planning, Project Management, Enterprise Software, HIPAA, Training, EHR
Education
Southwest Baptist University 1990 — 1994
Bachelor of Science (BS), Economics and Finance
Michaela Prescott Moore Michaela Prescott Moore's Highland Capital Brokerage Experience January 2015 - Present
Job Staff Accountant at Highland Capital Brokerage
Industry Accounting
Experience
Highland Capital Brokerage January 2015 - Present
Dent, Baker & Company, LLP January 2013 - December 2014
Skills
Accounts Receivable, Accounts Payable, Payroll, General Ledger, Journal Entries, Bank Reconciliation, QuickBooks, Accounting, Tax Preparation, Financial Statements, Account Reconciliation, Tax, Income Tax, Financial Reporting, GAAP
Education
University of Alabama at Birmingham 2012 — 2013
Master, Accounting
University of Alabama at Birmingham 2008 — 2012
Bachelor of Science (BS), Accounting, Cum Laude
Highland Capital Brokerage January 2015 - Present
Dent, Baker & Company, LLP January 2013 - December 2014
Skills
Accounts Receivable, Accounts Payable, Payroll, General Ledger, Journal Entries, Bank Reconciliation, QuickBooks, Accounting, Tax Preparation, Financial Statements, Account Reconciliation, Tax, Income Tax, Financial Reporting, GAAP
Education
University of Alabama at Birmingham 2012 — 2013
Master, Accounting
University of Alabama at Birmingham 2008 — 2012
Bachelor of Science (BS), Accounting, Cum Laude
Richard Welger's Highland Capital Brokerage Experience May 2003 - September 2013
Job Brokerage Director at MassMutual Financial Group
Industry Insurance
Experience
MassMutual Financial Group September 2013 - Present
Highland Capital Brokerage May 2003 - September 2013
Select Financial Group of NY, Inc. April 1994 - April 2003
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Universal Life, Long-term Care, Term Life Insurance, Whole Life, Underwriting, Long Term Care Insurance, Series 7
Education
Syracuse University 1979 — 1983
B.A., Psychology
MassMutual Financial Group September 2013 - Present
Highland Capital Brokerage May 2003 - September 2013
Select Financial Group of NY, Inc. April 1994 - April 2003
Skills
Retirement Planning, Fixed Annuities, Disability Insurance, Universal Life, Long-term Care, Term Life Insurance, Whole Life, Underwriting, Long Term Care Insurance, Series 7
Education
Syracuse University 1979 — 1983
B.A., Psychology
Tom Edgington, CLU Tom Edgington, CLU's Highland Capital Brokerage Experience August 2007 - May 2008
Job Internal Wholesaler
Industry Insurance
Experience
Principal Financial Group January 2013 - Present
Aviva USA May 2012 - January 2013
Aviva USA June 2011 - May 2012
Brokers Clearing House May 2008 - May 2011
Highland Capital Brokerage August 2007 - May 2008
Skills
Life Insurance, Term Life Insurance, Insurance, Estate Planning, Retirement Planning, Employee Benefits, Brokers, Fixed Annuities, General Insurance, Marketing, Relationship Management, Sales, Series 63, Underwriting, Securities, Universal Life, Variable Annuities, Whole Life, Retirement, Financial Services, Financial Advisory, Investment Advisory, 401k, Asset Allocation, Mutual Funds, Pensions, Financial Planners, Financial Planning, Long Term Care Insurance, Health Insurance, Wealth Management, Property & Casualty..., Asset Management, IRAs, Critical Illness
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
BBA Marketing, Marketing
Waukee High School 1998 — 2001
Principal Financial Group January 2013 - Present
Aviva USA May 2012 - January 2013
Aviva USA June 2011 - May 2012
Brokers Clearing House May 2008 - May 2011
Highland Capital Brokerage August 2007 - May 2008
Skills
Life Insurance, Term Life Insurance, Insurance, Estate Planning, Retirement Planning, Employee Benefits, Brokers, Fixed Annuities, General Insurance, Marketing, Relationship Management, Sales, Series 63, Underwriting, Securities, Universal Life, Variable Annuities, Whole Life, Retirement, Financial Services, Financial Advisory, Investment Advisory, 401k, Asset Allocation, Mutual Funds, Pensions, Financial Planners, Financial Planning, Long Term Care Insurance, Health Insurance, Wealth Management, Property & Casualty..., Asset Management, IRAs, Critical Illness
Education
University of Iowa - Henry B. Tippie College of Business 2002 — 2006
BBA Marketing, Marketing
Waukee High School 1998 — 2001
Elizabeth Rose Anderson's Highland Capital Brokerage Experience September 2009 - July 2010
Job Executive Resolution Consultant
Industry Financial Services
Experience
Wells Fargo August 2014 - Present
Wells Fargo Home Mortgage December 2013 - July 2014
Wells Fargo Home Mortgage September 2012 - November 2013
Wells Fargo Home Mortgage September 2011 - September 2012
Wells Fargo August 2010 - September 2011
Highland Capital Brokerage September 2009 - July 2010
Pfarr & Rethore, P.C. April 2008 - September 2009
Morris, Hall & Kinghorn, P.L.L.C. August 2006 - April 2008
Skills
Customer Service, Banking, Legal Research, Salesforce.com, Team Building, Management, Process Improvement, Coaching, PowerPoint, Trusts, Leadership, Marketing, Team Management, Loans, Estate Administration, Underwriting, Loan Modifications, Mortgage Lending, Loss Mitigation, Default, Estate Planning, Business Planning, Real Estate, Insurance, Loan Origination, Credit, Commercial Lending, Risk Management
Education
University of Arizona 2004 — 2006
B.A., English, Pre-Law
Phoenix College 2001 — 2003
A.G.E.C., Legal Studies
Xavier College Prepatory 1999 — 2001
Wells Fargo August 2014 - Present
Wells Fargo Home Mortgage December 2013 - July 2014
Wells Fargo Home Mortgage September 2012 - November 2013
Wells Fargo Home Mortgage September 2011 - September 2012
Wells Fargo August 2010 - September 2011
Highland Capital Brokerage September 2009 - July 2010
Pfarr & Rethore, P.C. April 2008 - September 2009
Morris, Hall & Kinghorn, P.L.L.C. August 2006 - April 2008
Skills
Customer Service, Banking, Legal Research, Salesforce.com, Team Building, Management, Process Improvement, Coaching, PowerPoint, Trusts, Leadership, Marketing, Team Management, Loans, Estate Administration, Underwriting, Loan Modifications, Mortgage Lending, Loss Mitigation, Default, Estate Planning, Business Planning, Real Estate, Insurance, Loan Origination, Credit, Commercial Lending, Risk Management
Education
University of Arizona 2004 — 2006
B.A., English, Pre-Law
Phoenix College 2001 — 2003
A.G.E.C., Legal Studies
Xavier College Prepatory 1999 — 2001
Charles Swanson Charles Swanson's Highland Capital Brokerage Experience June 2015 - Present
Job Sales Vice President at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage June 2015 - Present
Carriage Properties March 2011 - April 2015
William Means Real Estate July 2006 - March 2011
Wachovia Insurance Services November 1997 - July 2006
MassMutual Financial Group May 1986 - November 1995
Skills
Real Estate, Residential Homes, Investment Properties, Strategic Planning, Short Sales, Sales Management, Life Insurance, Estate Planning, First Time Home Buyers, Single Family Homes, Real Estate Development, Investments, New Homes, Disposition, Buyers, Buyer Representation, Investors, Sellers, Relocation, Real Estate Transactions, Mortgage Lending, Selling, Condos, Relocation Buyers, New Home Sales, FHA, Vacation Homes, Property, 1031 Exchanges, Management, Sales, Commercial Real Estate, Foreclosures, REO, Contract Negotiation, Real Property, Referrals, Brokerage, Location Intelligence, Listings, SFR, Luxury, Property Management, ABR, e-PRO
Education
The American College 1978 — 1983
Chartered Life Underwriter, Life Insurance/Estate Planning/Executive Compensation
The Citadel 1967 — 1971
Bachelor of Business Administration (BBA), Business Administration and Management, General
Highland Capital Brokerage June 2015 - Present
Carriage Properties March 2011 - April 2015
William Means Real Estate July 2006 - March 2011
Wachovia Insurance Services November 1997 - July 2006
MassMutual Financial Group May 1986 - November 1995
Skills
Real Estate, Residential Homes, Investment Properties, Strategic Planning, Short Sales, Sales Management, Life Insurance, Estate Planning, First Time Home Buyers, Single Family Homes, Real Estate Development, Investments, New Homes, Disposition, Buyers, Buyer Representation, Investors, Sellers, Relocation, Real Estate Transactions, Mortgage Lending, Selling, Condos, Relocation Buyers, New Home Sales, FHA, Vacation Homes, Property, 1031 Exchanges, Management, Sales, Commercial Real Estate, Foreclosures, REO, Contract Negotiation, Real Property, Referrals, Brokerage, Location Intelligence, Listings, SFR, Luxury, Property Management, ABR, e-PRO
Education
The American College 1978 — 1983
Chartered Life Underwriter, Life Insurance/Estate Planning/Executive Compensation
The Citadel 1967 — 1971
Bachelor of Business Administration (BBA), Business Administration and Management, General
Suzanne Lazarek Suzanne Lazarek's Highland Capital Brokerage Experience September 2009 - October 2014
Job Administrative Coordinator at Carolina Courtworks
Industry Construction
Experience
Carolina Courtworks July 2015 - Present
Highland Capital Brokerage September 2009 - October 2014
Phoenix Life Insurance Company 2005 - August 2009
Southmark Consulting, LLC 2001 - 2005
MetLife Financial Services 1999 - 2001
Lincoln Financial Advisors 1989 - 1999
Skills
Insurance, Underwriting, Long-term Care, Life Insurance, Fixed Annuities, Brokers, Disability Insurance, Financial Services, Team Building, Organization Skills
Education
State University of New York College at Oswego 1985 — 1988
Carolina Courtworks July 2015 - Present
Highland Capital Brokerage September 2009 - October 2014
Phoenix Life Insurance Company 2005 - August 2009
Southmark Consulting, LLC 2001 - 2005
MetLife Financial Services 1999 - 2001
Lincoln Financial Advisors 1989 - 1999
Skills
Insurance, Underwriting, Long-term Care, Life Insurance, Fixed Annuities, Brokers, Disability Insurance, Financial Services, Team Building, Organization Skills
Education
State University of New York College at Oswego 1985 — 1988
Dana Marley, NASM-CPT Dana Marley, NASM-CPT's Highland Capital Brokerage Experience October 2010 - April 2011
Job Senior Project Manager at HCA
Industry Hospital & Health Care
Experience
HCA IT&S June 2015 - Present
NFP April 2011 - June 2015
Highland Capital Brokerage October 2010 - April 2011
Ameriprise Financial January 2007 - January 2010
Skills
Marketing, Event Planning, Social Media, Sales, Employee Benefits, Insurance, Project Management, Social Media Marketing, Account Management, Marketing Communications, Salesforce.com, Strategic Planning, Leadership, Project Planning, Customer Service, PowerPoint, Lyris, Marketing Strategy, Email Marketing, Team Building, Personal Training, NASM, Cpr Certified, Indoor Cycling
Education
Concordia University-Austin 2011 — 2013
Bachelors, Business Marketing, 4.0
San Jacinto College 2006 — 2009
Associates of Arts, Business
HCA IT&S June 2015 - Present
NFP April 2011 - June 2015
Highland Capital Brokerage October 2010 - April 2011
Ameriprise Financial January 2007 - January 2010
Skills
Marketing, Event Planning, Social Media, Sales, Employee Benefits, Insurance, Project Management, Social Media Marketing, Account Management, Marketing Communications, Salesforce.com, Strategic Planning, Leadership, Project Planning, Customer Service, PowerPoint, Lyris, Marketing Strategy, Email Marketing, Team Building, Personal Training, NASM, Cpr Certified, Indoor Cycling
Education
Concordia University-Austin 2011 — 2013
Bachelors, Business Marketing, 4.0
San Jacinto College 2006 — 2009
Associates of Arts, Business
Chris Malmstrom Chris Malmstrom's Highland Capital Brokerage Experience August 2010 - February 2011
Job Helping independent insurance agents build their business.
Industry Insurance
Experience
Alpine Brokerage Services, LLC December 2014 - Present
Alpine Brokerage Services, LLC November 2013 - December 2014
Looking for a new challenge February 2012 - November 2013
Associated Life Brokerage, Inc. April 2011 - January 2012
Highland Capital Brokerage August 2010 - February 2011
Allianz Life January 2007 - August 2010
Roster Financial 2001 - 2007
Roster Financial 2001 - 2003
Roster Financial 2000 - 2003
Roster Financial 1998 - 2001
Skills
Fixed Annuities, Health Insurance, Strategic Financial..., Investments, Insurance, Underwriting, Series 63, Term Life Insurance, Estate Planning, Retirement, Retirement Planning, Brokers, Marketing, Risk Management, 401k, Employee Benefits, Life Insurance, Disability Insurance, Business Development, Long-term Care, Mutual Funds, Sales, Wealth, Executive Management, Strategic Planning, Training, IRAs, Long Term Care Insurance, Series 6, Financial Planners, Whole Life, Wealth Management, Universal Life, Series 7, Critical Illness, Financial Services, Variable Annuities, Securities, Pensions, Financial Advisory, Asset Allocation, Small Business, Life & Health Insurance..., Investment Advisory, Investment Strategies, Roth IRA, Relationship Management, Wealth Accumulation, Financial Goals
Education
University of Delaware 1990 — 1995
BS
Christiana High School 1986 — 1990
HS
Alpine Brokerage Services, LLC December 2014 - Present
Alpine Brokerage Services, LLC November 2013 - December 2014
Looking for a new challenge February 2012 - November 2013
Associated Life Brokerage, Inc. April 2011 - January 2012
Highland Capital Brokerage August 2010 - February 2011
Allianz Life January 2007 - August 2010
Roster Financial 2001 - 2007
Roster Financial 2001 - 2003
Roster Financial 2000 - 2003
Roster Financial 1998 - 2001
Skills
Fixed Annuities, Health Insurance, Strategic Financial..., Investments, Insurance, Underwriting, Series 63, Term Life Insurance, Estate Planning, Retirement, Retirement Planning, Brokers, Marketing, Risk Management, 401k, Employee Benefits, Life Insurance, Disability Insurance, Business Development, Long-term Care, Mutual Funds, Sales, Wealth, Executive Management, Strategic Planning, Training, IRAs, Long Term Care Insurance, Series 6, Financial Planners, Whole Life, Wealth Management, Universal Life, Series 7, Critical Illness, Financial Services, Variable Annuities, Securities, Pensions, Financial Advisory, Asset Allocation, Small Business, Life & Health Insurance..., Investment Advisory, Investment Strategies, Roth IRA, Relationship Management, Wealth Accumulation, Financial Goals
Education
University of Delaware 1990 — 1995
BS
Christiana High School 1986 — 1990
HS
S. Chris Clausen S. Chris Clausen's Highland Capital Brokerage Experience August 2015 - Present
Job RVPNB Signature
Industry Financial Services
Experience
Highland Capital Brokerage August 2015 - Present
NB Signature June 2013 - Present
Highland Capital Brokerage November 2011 - June 2013
DMR Advisors Marketing January 2009 - November 2011
J.Edward Financial Services December 2007 - October 2010
Florida Tax Advisory Group FTAG April 2004 - December 2007
MetLife Financial Services October 2002 - April 2004
Skills
Retirement Planning, Fixed Annuities, Insurance, Life Insurance, Estate Planning, Financial Services, Investments, Long-term Care, Marketing, Mutual Funds, Retirement, Sales, Wealth Management
Education
St. Petersburg College 2005 — 2007
AA, Business
St. Petersburg College
BS, Banking
Highland Capital Brokerage August 2015 - Present
NB Signature June 2013 - Present
Highland Capital Brokerage November 2011 - June 2013
DMR Advisors Marketing January 2009 - November 2011
J.Edward Financial Services December 2007 - October 2010
Florida Tax Advisory Group FTAG April 2004 - December 2007
MetLife Financial Services October 2002 - April 2004
Skills
Retirement Planning, Fixed Annuities, Insurance, Life Insurance, Estate Planning, Financial Services, Investments, Long-term Care, Marketing, Mutual Funds, Retirement, Sales, Wealth Management
Education
St. Petersburg College 2005 — 2007
AA, Business
St. Petersburg College
BS, Banking
Venus Allison Venus Allison's Highland Capital Brokerage Experience October 2013 - March 2015
Job Admin Assistant to Russell Paquette, Treasurer, and to the entire Finance dept at Vulcan
Industry Financial Services
Experience
Vulcan, Inc. May 2015 - Present
Highland Capital Brokerage October 2013 - March 2015
REI (Recreational Equipment, Inc.) February 2008 - March 2013
Highland Capital Brokerage April 2004 - January 2008
Bargreen Ellingson 2002 - 2004
Skills
SharePoint, Word, Adobe Acrobat, Outlook, Proofreading, PowerPoint, Internet Explorer, Gmail, Skype, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Team Leadership, Employee Relations, SAP, Marketing Strategy, Business Communications, Administrative..., Office Management, Project Planning, Windows, Marketing, Visio, Project Management, Process Improvement, Data Entry, Event Planning, Retail, Public Speaking, Change Management, Event Management, Team Building, Facebook, Social Media, Onboarding, Training, Budgets, Lync, Leadership, Management, Human Resources, Cross-functional Team..., Process Scheduler, Teamwork, Analysis, Employee Engagement, Access, Time Management, Inventory Management
Education
University of California, San Diego 1978 — 1980
physics, chemistry
San Diego State University-California State University
Finance, Business
Vulcan, Inc. May 2015 - Present
Highland Capital Brokerage October 2013 - March 2015
REI (Recreational Equipment, Inc.) February 2008 - March 2013
Highland Capital Brokerage April 2004 - January 2008
Bargreen Ellingson 2002 - 2004
Skills
SharePoint, Word, Adobe Acrobat, Outlook, Proofreading, PowerPoint, Internet Explorer, Gmail, Skype, Microsoft Excel, Microsoft Word, Microsoft Office, Customer Service, Team Leadership, Employee Relations, SAP, Marketing Strategy, Business Communications, Administrative..., Office Management, Project Planning, Windows, Marketing, Visio, Project Management, Process Improvement, Data Entry, Event Planning, Retail, Public Speaking, Change Management, Event Management, Team Building, Facebook, Social Media, Onboarding, Training, Budgets, Lync, Leadership, Management, Human Resources, Cross-functional Team..., Process Scheduler, Teamwork, Analysis, Employee Engagement, Access, Time Management, Inventory Management
Education
University of California, San Diego 1978 — 1980
physics, chemistry
San Diego State University-California State University
Finance, Business
Roy Cranman's Highland Capital Brokerage Experience August 2010 - September 2011
Job Wealth Risk Manager at Wealth Risk Management & IDA
Industry Insurance
Experience
Wealth Risk Management & IDA January 2014 - Present
Capitas Financial September 2011 - January 2014
Highland Capital Brokerage August 2010 - September 2011
Hartford Life May 2007 - August 2010
Patrick, MacLeod & Cranman April 2005 - April 2007
Capital Creation & Protection, Inc. July 1993 - March 2005
Skills
Estate Planning, Insurance, Retirement, Succession Planning, Disability Insurance, Employee Benefits, Fixed Annuities, Retirement Planning, Life Insurance, Wealth Transfer, Long Term Care, Wealth Management, Business Planning, Financial Advisory, Long-term Care, Financial Planners, Strategic Financial..., Wealth, Financial Planning, FINRA, Financial Services
Education
University of Georgia - Terry College of Business 1973 — 1977
BBA, Risk Management & Insurance
The American College
CLU, ChFC, Risk Management, Insurance & Financial Services
Wealth Risk Management & IDA January 2014 - Present
Capitas Financial September 2011 - January 2014
Highland Capital Brokerage August 2010 - September 2011
Hartford Life May 2007 - August 2010
Patrick, MacLeod & Cranman April 2005 - April 2007
Capital Creation & Protection, Inc. July 1993 - March 2005
Skills
Estate Planning, Insurance, Retirement, Succession Planning, Disability Insurance, Employee Benefits, Fixed Annuities, Retirement Planning, Life Insurance, Wealth Transfer, Long Term Care, Wealth Management, Business Planning, Financial Advisory, Long-term Care, Financial Planners, Strategic Financial..., Wealth, Financial Planning, FINRA, Financial Services
Education
University of Georgia - Terry College of Business 1973 — 1977
BBA, Risk Management & Insurance
The American College
CLU, ChFC, Risk Management, Insurance & Financial Services
Brooke Finney Brooke Finney's Highland Capital Brokerage Experience July 2010 - October 2012
Job Internal Audit, Blue Cross and Blue Shield of Alabama
Industry Insurance
Experience
Blue Cross and Blue Shield of Alabama November 2012 - Present
Highland Capital Brokerage July 2010 - October 2012
Highland Capital Brokerage October 2006 - June 2010
PricewaterhouseCoopers January 2001 - June 2003
Skills
Financial Analysis, Accounting, Financial Reporting, General Ledger, Insurance, Accounts Payable, Accounts Receivable, Budgets, Payroll, Microsoft Excel
Education
Texas A&M University 1997 — 2001
Bachelor of Science (B.S.), Finance
Blue Cross and Blue Shield of Alabama November 2012 - Present
Highland Capital Brokerage July 2010 - October 2012
Highland Capital Brokerage October 2006 - June 2010
PricewaterhouseCoopers January 2001 - June 2003
Skills
Financial Analysis, Accounting, Financial Reporting, General Ledger, Insurance, Accounts Payable, Accounts Receivable, Budgets, Payroll, Microsoft Excel
Education
Texas A&M University 1997 — 2001
Bachelor of Science (B.S.), Finance
Ryan Grauel Ryan Grauel's Highland Capital Brokerage Experience December 2014 - Present
Job Senior Accountant at Highland Capital Brokerage
Industry Accounting
Experience
Highland Capital Brokerage December 2014 - Present
Warren Averett, LLC September 2012 - December 2014
Skills
CPA, Auditing, US GAAP, Internal Controls, Financial Accounting, Financial Statements, Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, General Ledger, Tax, Tax Preparation, GAAP
Education
University of Alabama 2011 — 2012
Master of Accountancy
University of Alabama 2007 — 2011
Bachelor's degree, Accounting
Highland Capital Brokerage December 2014 - Present
Warren Averett, LLC September 2012 - December 2014
Skills
CPA, Auditing, US GAAP, Internal Controls, Financial Accounting, Financial Statements, Accounting, Financial Analysis, Financial Reporting, Microsoft Excel, General Ledger, Tax, Tax Preparation, GAAP
Education
University of Alabama 2011 — 2012
Master of Accountancy
University of Alabama 2007 — 2011
Bachelor's degree, Accounting
Gregory R. Morgan Gregory R. Morgan's Highland Capital Brokerage Experience June 2014 - Present
Job Case Design Specialist at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage June 2014 - Present
First Financial Group / MassMutual May 2013 - May 2014
Pine Orchard Yacht & Country Club August 2009 - August 2012
Tri-State of Branford August 2008 - August 2009
Education
Temple University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics, 3.32 / 4.00
Branford High School 2006 — 2010
High School Diploma
Highland Capital Brokerage June 2014 - Present
First Financial Group / MassMutual May 2013 - May 2014
Pine Orchard Yacht & Country Club August 2009 - August 2012
Tri-State of Branford August 2008 - August 2009
Education
Temple University 2010 — 2014
Bachelor of Business Administration (BBA), Finance and Economics, 3.32 / 4.00
Branford High School 2006 — 2010
High School Diploma
Dave Austen Dave Austen's Highland Capital Brokerage Experience October 2013 - July 2014
Job Advisor Relationship Manager at Universal Insurance Services
Industry Financial Services
Experience
Universal Insurance Services July 2014 - Present
Highland Capital Brokerage October 2013 - July 2014
Players Edge Baseball Academy January 2011 - March 2013
Aguilas del Zulia October 2008 - December 2009
Los Angeles Angels of Anaheim June 2003 - July 2009
Skills
Baseball, Sports Coaching, Player Development, Life Insurance, Annuity Sales, Relationship Management, Building Relationships, Term Life Insurance, Licensed Life & Health..., Disability Insurance, New Business Development, Long Term Care Insurance, Fixed Annuities, Team Building, Variable Annuities, Long-term Care, Universal Life, Insurance, Underwriting, Brokers, Employee Benefits, Leadership, Retirement, Whole Life, Indexed Annuities, Permanent Life Insurance
Education
University of South Florida 1999 — 2003
Bachelor of Arts (B.A.), Interdisciplinary Social Sciences
Universal Insurance Services July 2014 - Present
Highland Capital Brokerage October 2013 - July 2014
Players Edge Baseball Academy January 2011 - March 2013
Aguilas del Zulia October 2008 - December 2009
Los Angeles Angels of Anaheim June 2003 - July 2009
Skills
Baseball, Sports Coaching, Player Development, Life Insurance, Annuity Sales, Relationship Management, Building Relationships, Term Life Insurance, Licensed Life & Health..., Disability Insurance, New Business Development, Long Term Care Insurance, Fixed Annuities, Team Building, Variable Annuities, Long-term Care, Universal Life, Insurance, Underwriting, Brokers, Employee Benefits, Leadership, Retirement, Whole Life, Indexed Annuities, Permanent Life Insurance
Education
University of South Florida 1999 — 2003
Bachelor of Arts (B.A.), Interdisciplinary Social Sciences
Ed Hart's Highland Capital Brokerage Experience December 1999 - December 2002
Job Chief Operating Officer, First Protective
Industry Financial Services
Experience
First Protective December 2002 - Present
Homeskoolie November 2010 - October 2012
Birmingham Media Group January 2006 - December 2010
Highland Capital Brokerage December 1999 - December 2002
HealthSouth February 1997 - December 1999
TXEN 1995 - 1997
Skills
Insurance, Marketing, Strategic Planning, Life Insurance, Leadership, Social Media, Public Speaking, Management, Marketing Strategy, Estate Planning, Strategic Financial..., Long-term Care, Operations Management, Project Management, Coaching, Financial Analysis, Business Strategy, Blogging, Customer Service, Business Analysis, Social Media Marketing, Creative Writing, Email Marketing, Online Marketing, Video Production, Technical Writing, Financial Management, Licensed Life & Health..., Series 7, Series 24, Web development, Photoshop, Digital Marketing, Podcasting, Group Presentations, Product Development, Entrepreneurial Skills, Web Design, Open Source Platforms, Bible teaching, Cooking, Woodworking, Entrepreneurship
Education
University of Alabama 1992 — 1993
Masters of Business Administration, Business
University of Alabama 1988 — 1992
BA, Business Administration
First Protective December 2002 - Present
Homeskoolie November 2010 - October 2012
Birmingham Media Group January 2006 - December 2010
Highland Capital Brokerage December 1999 - December 2002
HealthSouth February 1997 - December 1999
TXEN 1995 - 1997
Skills
Insurance, Marketing, Strategic Planning, Life Insurance, Leadership, Social Media, Public Speaking, Management, Marketing Strategy, Estate Planning, Strategic Financial..., Long-term Care, Operations Management, Project Management, Coaching, Financial Analysis, Business Strategy, Blogging, Customer Service, Business Analysis, Social Media Marketing, Creative Writing, Email Marketing, Online Marketing, Video Production, Technical Writing, Financial Management, Licensed Life & Health..., Series 7, Series 24, Web development, Photoshop, Digital Marketing, Podcasting, Group Presentations, Product Development, Entrepreneurial Skills, Web Design, Open Source Platforms, Bible teaching, Cooking, Woodworking, Entrepreneurship
Education
University of Alabama 1992 — 1993
Masters of Business Administration, Business
University of Alabama 1988 — 1992
BA, Business Administration
Alan Bennett Alan Bennett's Highland Capital Brokerage Experience July 2010 - December 2011
Job Sales Vice President at Cavalier Associates
Industry Insurance
Experience
Cavalier Associates December 2014 - Present
National Insurance Brokerage December 2011 - November 2014
Highland Capital Brokerage July 2010 - December 2011
ABH & ASSOCIATES January 1994 - June 2010
BISYS Fund Services 2000 - 2006
Skills
Advance Planning, Cutting Edge Ideas, Hybrid Life Insurance, Premium Financing, Policy Improvement, Disability Insurance, Term Life Insurance, Underwriting, Finance, Property & Casualty..., Strategy, Universal Life, Retirement Planning, Employee Benefits, Fixed Annuities, Health Insurance, Brokers, Whole Life, Estate Planning, IRAs, Financial Planners, Critical Illness, Sales, Series 6, Real Estate, Financial Advisory, Time Management, Wealth Management, Policy, Retirement, 401k, Wealth, Investments, Personal Finance, Strategic Financial..., Negotiation, Series 65, Roth IRA, Project Planning, Mutual Funds, Access, Commercial Insurance, Wealth Accumulation, Marketing, Securities, Series 7, Series 63, Financial Planning, Long-term Care
Education
Seton Hall University 1978 — 1982
BS, marketing and business
Cavalier Associates December 2014 - Present
National Insurance Brokerage December 2011 - November 2014
Highland Capital Brokerage July 2010 - December 2011
ABH & ASSOCIATES January 1994 - June 2010
BISYS Fund Services 2000 - 2006
Skills
Advance Planning, Cutting Edge Ideas, Hybrid Life Insurance, Premium Financing, Policy Improvement, Disability Insurance, Term Life Insurance, Underwriting, Finance, Property & Casualty..., Strategy, Universal Life, Retirement Planning, Employee Benefits, Fixed Annuities, Health Insurance, Brokers, Whole Life, Estate Planning, IRAs, Financial Planners, Critical Illness, Sales, Series 6, Real Estate, Financial Advisory, Time Management, Wealth Management, Policy, Retirement, 401k, Wealth, Investments, Personal Finance, Strategic Financial..., Negotiation, Series 65, Roth IRA, Project Planning, Mutual Funds, Access, Commercial Insurance, Wealth Accumulation, Marketing, Securities, Series 7, Series 63, Financial Planning, Long-term Care
Education
Seton Hall University 1978 — 1982
BS, marketing and business
Alan Boshell's Highland Capital Brokerage Experience March 2015 - Present
Job Quality Control Manager at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage March 2015 - Present
Highland Capital Brokerage September 2014 - Present
Highland Capital Brokerage June 2013 - September 2014
Highland Capital Brokerage June 2008 - November 2013
AT&T Wireless September 2003 - July 2008
Skills
Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Process Improvement, Term Life Insurance, Long-term Care, New Business Development, Team Building, Health Insurance, Brokers, Strategic Financial..., Risk Management, Series 6, Management, Employee Benefits, Access, Retirement Planning, Retirement, Financial Services, Series 7, Financial Advisory, Wealth Management, Wealth, Mutual Funds, Property & Casualty..., Relationship Management, Long Term Care Insurance, Estate Planning, General Insurance, Whole Life, Financial Planners, 401k, Sales Operations
Education
Northwest Shoals 2002 — 2005
Associate, Business
University of Alabama
Bachelor, Buiness Management
Highland Capital Brokerage March 2015 - Present
Highland Capital Brokerage September 2014 - Present
Highland Capital Brokerage June 2013 - September 2014
Highland Capital Brokerage June 2008 - November 2013
AT&T Wireless September 2003 - July 2008
Skills
Insurance, Life Insurance, Fixed Annuities, Disability Insurance, Process Improvement, Term Life Insurance, Long-term Care, New Business Development, Team Building, Health Insurance, Brokers, Strategic Financial..., Risk Management, Series 6, Management, Employee Benefits, Access, Retirement Planning, Retirement, Financial Services, Series 7, Financial Advisory, Wealth Management, Wealth, Mutual Funds, Property & Casualty..., Relationship Management, Long Term Care Insurance, Estate Planning, General Insurance, Whole Life, Financial Planners, 401k, Sales Operations
Education
Northwest Shoals 2002 — 2005
Associate, Business
University of Alabama
Bachelor, Buiness Management
Matt Healy's Highland Capital Brokerage Experience February 2001 - April 2007
Job Managing Director, Client Risk Management at Ascent Private Capital Management of U.S. Bank
Industry Insurance
Experience
U.S. Bank June 2012 - Present
Woodruff Sawyer April 2010 - June 2012
TIME Financial Services, a CRUMP Company April 2007 - April 2010
Highland Capital Brokerage February 2001 - April 2007
New York Life Insurance Company April 1996 - February 2001
Ropers, Majeski, Kohn & Bentley August 1988 - October 1990
Skills
Insurance, Estate Planning, Wealth Management, Life Insurance, Underwriting, Long-term Care, Strategic Planning, Strategic Financial..., Property & Casualty..., Sales, Risk Management, Disability Insurance, Succession Planning
Education
University of San Francisco School of Law 1985 — 1988
JD, Law
University of California, Davis 1980 — 1984
BA, English
St. Ignatius College Prep 1976 — 1980
U.S. Bank June 2012 - Present
Woodruff Sawyer April 2010 - June 2012
TIME Financial Services, a CRUMP Company April 2007 - April 2010
Highland Capital Brokerage February 2001 - April 2007
New York Life Insurance Company April 1996 - February 2001
Ropers, Majeski, Kohn & Bentley August 1988 - October 1990
Skills
Insurance, Estate Planning, Wealth Management, Life Insurance, Underwriting, Long-term Care, Strategic Planning, Strategic Financial..., Property & Casualty..., Sales, Risk Management, Disability Insurance, Succession Planning
Education
University of San Francisco School of Law 1985 — 1988
JD, Law
University of California, Davis 1980 — 1984
BA, English
St. Ignatius College Prep 1976 — 1980
Mari McMaster Mari McMaster's Highland Capital Brokerage Experience October 2009 - June 2011
Job Associate Financial Advisor
Industry Financial Services
Experience
Highland Capital Brokerage October 2009 - June 2011
Northwestern Mutual Financial Network August 1996 - March 2009
Education
University of Puget Sound
Bachelor of Arts, Psychology
Highland Capital Brokerage October 2009 - June 2011
Northwestern Mutual Financial Network August 1996 - March 2009
Education
University of Puget Sound
Bachelor of Arts, Psychology
David Golder David Golder's Highland Capital Brokerage Experience 1998 - 2000
Job Sales Vice President at Midland National Life
Industry Financial Services
Experience
Midland National Life Insurance Company® 2009 - Present
Nationwide Financial 2008 - 2009
Penn Mutual 2004 - 2008
RBC Wealth Management 2000 - 2004
Highland Capital Brokerage 1998 - 2000
Skills
Fixed Annuities, Insurance, Sales, Business Planning, Life Insurance, Retirement Planning, Long-term Care, Wealth Management, Estate Planning, Series 63, Investments, Mutual Funds, Series 7, Sales Management
Education
University of Oregon 1988 — 1993
Bachelor of Science, Finance
Midland National Life Insurance Company® 2009 - Present
Nationwide Financial 2008 - 2009
Penn Mutual 2004 - 2008
RBC Wealth Management 2000 - 2004
Highland Capital Brokerage 1998 - 2000
Skills
Fixed Annuities, Insurance, Sales, Business Planning, Life Insurance, Retirement Planning, Long-term Care, Wealth Management, Estate Planning, Series 63, Investments, Mutual Funds, Series 7, Sales Management
Education
University of Oregon 1988 — 1993
Bachelor of Science, Finance
Margaret Ellison Simonds Margaret Ellison Simonds's Highland Capital Brokerage Experience August 2002 - May 2006
Job Director of Operations Alan Bolotin, CLU, ChFC AEP, Baystate Financial
Industry Financial Services
Experience
Alan C. Bolotin, CLU, ChFC, AEP September 2014 - Present
First American Insurance Underwriters August 2011 - April 2014
First American Insurance Underwriters August 2010 - April 2014
First American Insurance Underwriters August 2010 - August 2011
MassMutual - MidAtlantic Broker Services August 2008 - August 2010
Pacific Life May 2006 - July 2008
Highland Capital Brokerage August 2002 - May 2006
Commerce.TV 2000 - 2002
Linx Communications 1999 - 2000
UNIFI Communications 1996 - 1999
Skills
Life Insurance, Disability Insurance, Insurance, Sales, Building Relationships, Whole Life, Estate Planning, Long Term Care Insurance, Underwriting, Long-term Care, Start-ups, Universal Life, Financial Services, Employee Training, Variable Life, Term Life Insurance, Business Continuity..., National Accounts, Fixed Annuities, Indexed Annuities, Retirement Planning, College Funding..., Special Needs Trusts, CRM, SmartOffice, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Vital Signs, Troubleshooting, Marketing Strategy, Thought Leadership, Sales Presentations, Event Planning, Digital Photography, Photoshop, Management, Marketing, Financial Planning, Relationship Building
Education
San Diego State University-California State University 1991 — 1993
Sociology Graduate Studies
University of New Hampshire 1987 — 1990
Bachelor of Arts (B.A.), Sociology
Dover-Sherborn Regional High School 1983 — 1986
Caryl School, Dover MA
Alan C. Bolotin, CLU, ChFC, AEP September 2014 - Present
First American Insurance Underwriters August 2011 - April 2014
First American Insurance Underwriters August 2010 - April 2014
First American Insurance Underwriters August 2010 - August 2011
MassMutual - MidAtlantic Broker Services August 2008 - August 2010
Pacific Life May 2006 - July 2008
Highland Capital Brokerage August 2002 - May 2006
Commerce.TV 2000 - 2002
Linx Communications 1999 - 2000
UNIFI Communications 1996 - 1999
Skills
Life Insurance, Disability Insurance, Insurance, Sales, Building Relationships, Whole Life, Estate Planning, Long Term Care Insurance, Underwriting, Long-term Care, Start-ups, Universal Life, Financial Services, Employee Training, Variable Life, Term Life Insurance, Business Continuity..., National Accounts, Fixed Annuities, Indexed Annuities, Retirement Planning, College Funding..., Special Needs Trusts, CRM, SmartOffice, Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Vital Signs, Troubleshooting, Marketing Strategy, Thought Leadership, Sales Presentations, Event Planning, Digital Photography, Photoshop, Management, Marketing, Financial Planning, Relationship Building
Education
San Diego State University-California State University 1991 — 1993
Sociology Graduate Studies
University of New Hampshire 1987 — 1990
Bachelor of Arts (B.A.), Sociology
Dover-Sherborn Regional High School 1983 — 1986
Caryl School, Dover MA
Mallory Presutti's Highland Capital Brokerage Experience May 2008 - May 2012
Job Audit Associate at EY
Industry Accounting
Experience
EY September 2014 - Present
Ernst & Young January 2013 - March 2013
Conde Nast June 2012 - August 2012
Highland Capital Brokerage May 2008 - May 2012
Education
Southern Methodist University 2013 — 2014
Masters, Accounting
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
EY September 2014 - Present
Ernst & Young January 2013 - March 2013
Conde Nast June 2012 - August 2012
Highland Capital Brokerage May 2008 - May 2012
Education
Southern Methodist University 2013 — 2014
Masters, Accounting
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting
Bob Peckham, CLU Bob Peckham, CLU's Highland Capital Brokerage Experience July 2015 - Present
Job Marketing Manager at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage July 2015 - Present
John Hancock Life Insurance Company (U.S.A.) January 2010 - June 2015
MetLife September 2007 - November 2009
Skills
Life Insurance, Fixed Annuities, Mutual Funds, Retirement Planning, Insurance, Investments, Securities, Employee Benefits, Sales, Account Management, Relationship Management, Asset Allocation, Financial Analysis, Finance, Marketing, Asset Management, Sales Management, Building Relationships, Microsoft Excel, Financial Services, Retirement, Management, Disability Insurance, Financial Planning
Education
University of Scranton 2004 — 2007
University of Scranton 2003 — 2007
Bachelor of Science, Business Management
Highland Capital Brokerage July 2015 - Present
John Hancock Life Insurance Company (U.S.A.) January 2010 - June 2015
MetLife September 2007 - November 2009
Skills
Life Insurance, Fixed Annuities, Mutual Funds, Retirement Planning, Insurance, Investments, Securities, Employee Benefits, Sales, Account Management, Relationship Management, Asset Allocation, Financial Analysis, Finance, Marketing, Asset Management, Sales Management, Building Relationships, Microsoft Excel, Financial Services, Retirement, Management, Disability Insurance, Financial Planning
Education
University of Scranton 2004 — 2007
University of Scranton 2003 — 2007
Bachelor of Science, Business Management
Chris Godsey Chris Godsey's Highland Capital Brokerage Experience May 2014 - Present
Job Operations Business Analyst at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage May 2014 - Present
Pier 1 Imports June 2009 - May 2014
Skills
Store Management, Visual Merchandising, Loss Prevention, Merchandising, Retail, Store Operations, Retail Sales, Driving Results, Inventory Management, Inventory Control, Profit, Sales, Customer Service, Planograms, Merchandise Planning, Microsoft CRM
Education
University of Alabama 2004 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Highland Capital Brokerage May 2014 - Present
Pier 1 Imports June 2009 - May 2014
Skills
Store Management, Visual Merchandising, Loss Prevention, Merchandising, Retail, Store Operations, Retail Sales, Driving Results, Inventory Management, Inventory Control, Profit, Sales, Customer Service, Planograms, Merchandise Planning, Microsoft CRM
Education
University of Alabama 2004 — 2009
Bachelor of Science (BS), Business Administration and Management, General
Mike Stallworth, CPA Mike Stallworth, CPA's Highland Capital Brokerage Experience August 2010 - May 2012
Job Dixon Hughes Goodman LLP
Industry Accounting
Experience
Dixon Hughes Goodman LLP May 2012 - Present
Highland Capital Brokerage August 2010 - May 2012
Coral Industries, Inc. February 2008 - August 2010
Skills
Financial Reporting, Accounting, GAAP, General Ledger, Internal Controls, Auditing, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act, Account Reconciliation, Accounts Payable, Tax Returns, External Audit, Accounts Receivable, CPA, Financial Statements
Education
Samford University, Brock School of Business 2010 — 2012
Master of Accountancy, Accounting
University of Alabama 2004 — 2009
Bachelor of Science (B.S.), Accounting
Dixon Hughes Goodman LLP May 2012 - Present
Highland Capital Brokerage August 2010 - May 2012
Coral Industries, Inc. February 2008 - August 2010
Skills
Financial Reporting, Accounting, GAAP, General Ledger, Internal Controls, Auditing, Financial Analysis, Financial Accounting, Sarbanes-Oxley Act, Account Reconciliation, Accounts Payable, Tax Returns, External Audit, Accounts Receivable, CPA, Financial Statements
Education
Samford University, Brock School of Business 2010 — 2012
Master of Accountancy, Accounting
University of Alabama 2004 — 2009
Bachelor of Science (B.S.), Accounting
Tanya A. Hollins, MBA's Highland Capital Brokerage Experience 2001 - 2008
Job Academic Compliance Specialist at Education Corporation of America
Industry Education Management
Experience
Education Corporation of America November 2012 - Present
Virginia College January 2012 - October 2012
Michelin North America August 2008 - April 2011
Highland Capital Brokerage 2001 - 2008
MedPartners HIM 1998 - 2000
Powertel Communications 1997 - 1998
Skills
Strategic Financial..., Budgets, Financial Reporting, Accounting, General Ledger, Financial Analysis, Process Improvement, Managerial Finance, Auditing, Finance, Strategic Planning, Coaching, Team Building, Variance Analysis, Internal Controls, Accounts Receivable, Account Reconciliation, Accounts Payable, Internal Audit, Payroll, Cash Management, Microsoft Office, Forecasting, GAAP, Analysis, Financial Statements, Insurance, Leadership, Financial Planning
Education
Samford University 1998 — 2000
MBA, Business Administration
University of Alabama in Huntsville 1986 — 1991
BSBA, Accounting
Education Corporation of America November 2012 - Present
Virginia College January 2012 - October 2012
Michelin North America August 2008 - April 2011
Highland Capital Brokerage 2001 - 2008
MedPartners HIM 1998 - 2000
Powertel Communications 1997 - 1998
Skills
Strategic Financial..., Budgets, Financial Reporting, Accounting, General Ledger, Financial Analysis, Process Improvement, Managerial Finance, Auditing, Finance, Strategic Planning, Coaching, Team Building, Variance Analysis, Internal Controls, Accounts Receivable, Account Reconciliation, Accounts Payable, Internal Audit, Payroll, Cash Management, Microsoft Office, Forecasting, GAAP, Analysis, Financial Statements, Insurance, Leadership, Financial Planning
Education
Samford University 1998 — 2000
MBA, Business Administration
University of Alabama in Huntsville 1986 — 1991
BSBA, Accounting
Mark Gunn, CLU Mark Gunn, CLU's Highland Capital Brokerage Experience 2009 - 2010
Job Regional Sales Director, Ohio National Financial Services, Life Insurance Brokerage
Industry Financial Services
Experience
Ohio National Financial Services April 2015 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - March 2015
Mass Mutual March 2011 - July 2012
Saybrus Partners/ The PHOENIX Companies 2010 - 2011
Highland Capital Brokerage 2009 - 2010
First Legacy Partners, LLC 2009 - 2009
The PHOENIX Companies 2006 - 2009
Mass Mutual/S.E. Financial Group 2004 - 2006
New England Financial-Pittman Financial Partners 1996 - 2004
New York Life Insurance Company March 1988 - August 1996
Skills
Retirement, Insurance, Securities, Employee Benefits, Annuity, Long Term Care, Mutual Funds, Wealth Management, Estate Planning, Life Insurance, Fixed Annuities, Finance, Series 63, Term Life Insurance, Underwriting, Asset Allocation, Long-term Care, Financial Advisory, Retirement Planning, Brokers, Series 6, Disability Insurance, 401k, Investments, Financial Planners, Series 7, Strategic Financial..., IRAs, Alternative Investments, Financial Services, Investment Advisory, Long Term Care Insurance, Financial Planning
Education
The American College 1990 — 1996
CLU, Insurance
University of Mississippi 1980 — 1984
B.A., Major:English; Minor: Business/Pol.Sci
Ohio National Financial Services April 2015 - Present
John Hancock Life Insurance Company (U.S.A.) July 2012 - March 2015
Mass Mutual March 2011 - July 2012
Saybrus Partners/ The PHOENIX Companies 2010 - 2011
Highland Capital Brokerage 2009 - 2010
First Legacy Partners, LLC 2009 - 2009
The PHOENIX Companies 2006 - 2009
Mass Mutual/S.E. Financial Group 2004 - 2006
New England Financial-Pittman Financial Partners 1996 - 2004
New York Life Insurance Company March 1988 - August 1996
Skills
Retirement, Insurance, Securities, Employee Benefits, Annuity, Long Term Care, Mutual Funds, Wealth Management, Estate Planning, Life Insurance, Fixed Annuities, Finance, Series 63, Term Life Insurance, Underwriting, Asset Allocation, Long-term Care, Financial Advisory, Retirement Planning, Brokers, Series 6, Disability Insurance, 401k, Investments, Financial Planners, Series 7, Strategic Financial..., IRAs, Alternative Investments, Financial Services, Investment Advisory, Long Term Care Insurance, Financial Planning
Education
The American College 1990 — 1996
CLU, Insurance
University of Mississippi 1980 — 1984
B.A., Major:English; Minor: Business/Pol.Sci
Daneen Gimson's Highland Capital Brokerage Experience February 2009 - March 2011
Job Life Insurance Product Manager at PNCI
Industry Insurance
Experience
PNC March 2015 - Present
PNC February 2014 - March 2015
Saybrus Partners April 2013 - October 2013
Highland Capital Brokerage February 2009 - March 2011
Financial Independence Group October 2006 - March 2008
HIGHLAND CAPITAL BROKERAGE April 2003 - October 2006
First Union National Bank 2000 - 2003
Skills
Disability Insurance, Insurance, Term Life Insurance, Life Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Series 6, Universal Life, Operations Management, Whole Life, Long Term Care Insurance, Estate Planning, Life, Marketing, Sales Management, Sales Presentations, Underwriting, Health Insurance, Series 63, Travel Planning, Sales, Travel Management, IRAs, 401k, Variable Annuities, Life & Health Insurance..., Mutual Funds, Series 7, Financial Planners, Wealth Management, Financial Planning
Education
The University of Memphis 1994 — 1997
Communications
Millington High School 1990 — 1994
PNC March 2015 - Present
PNC February 2014 - March 2015
Saybrus Partners April 2013 - October 2013
Highland Capital Brokerage February 2009 - March 2011
Financial Independence Group October 2006 - March 2008
HIGHLAND CAPITAL BROKERAGE April 2003 - October 2006
First Union National Bank 2000 - 2003
Skills
Disability Insurance, Insurance, Term Life Insurance, Life Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Series 6, Universal Life, Operations Management, Whole Life, Long Term Care Insurance, Estate Planning, Life, Marketing, Sales Management, Sales Presentations, Underwriting, Health Insurance, Series 63, Travel Planning, Sales, Travel Management, IRAs, 401k, Variable Annuities, Life & Health Insurance..., Mutual Funds, Series 7, Financial Planners, Wealth Management, Financial Planning
Education
The University of Memphis 1994 — 1997
Communications
Millington High School 1990 — 1994
Derek Adnams's Highland Capital Brokerage Experience 2012 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade April 2015 - Present
MassMutual Albany 2013 - 2014
Highland Capital Brokerage 2012 - 2013
New York Life Insurance Company 2009 - 2011
MassMutual Financial Group 2006 - 2009
CUNA Mutual Group 2004 - 2005
Prudential Financial 1998 - 2004
Education
The College of New Jersey 1993 — 1997
BA, English
Scottrade April 2015 - Present
MassMutual Albany 2013 - 2014
Highland Capital Brokerage 2012 - 2013
New York Life Insurance Company 2009 - 2011
MassMutual Financial Group 2006 - 2009
CUNA Mutual Group 2004 - 2005
Prudential Financial 1998 - 2004
Education
The College of New Jersey 1993 — 1997
BA, English
Benjamin Ross Autry Benjamin Ross Autry's Highland Capital Brokerage Experience October 2012 - October 2013
Job Pricing & Profitability Analyst at Office Depot
Industry Financial Services
Experience
Office Depot November 2013 - Present
Highland Capital Brokerage October 2012 - October 2013
Wells Fargo July 2010 - November 2012
University of Alabama August 2005 - August 2009
Skills
Microsoft Excel, Sales, Analysis, Financial Analysis, Microsoft Office, PowerPoint, Customer Service
Education
University of Alabama 2005 — 2009
Office Depot November 2013 - Present
Highland Capital Brokerage October 2012 - October 2013
Wells Fargo July 2010 - November 2012
University of Alabama August 2005 - August 2009
Skills
Microsoft Excel, Sales, Analysis, Financial Analysis, Microsoft Office, PowerPoint, Customer Service
Education
University of Alabama 2005 — 2009
Jim Boldischar Jim Boldischar'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
ING U.S. May 2008 - May 2014
ING March 2005 - April 2008
Prudential Financial August 1998 - March 2005
Skills
Marketing Strategy, Financial Advisory, Sales Management, Sales, Marketing, Life Insurance, Insurance, Sales Operations, Series 63, Fixed Annuities, Series 6, Term Life Insurance, Financial Planning
Education
The American College 2004 — 2007
CLU, ChFC, Chartered Life Underwriter; Chartered Financial Consultant
University of Minnesota-Twin Cities 1997 — 2002
Bachelor of Arts, English
Benilde-St. Margaret's 1992 — 1996
HS
Highland Capital Brokerage May 2014 - Present
ING U.S. May 2008 - May 2014
ING March 2005 - April 2008
Prudential Financial August 1998 - March 2005
Skills
Marketing Strategy, Financial Advisory, Sales Management, Sales, Marketing, Life Insurance, Insurance, Sales Operations, Series 63, Fixed Annuities, Series 6, Term Life Insurance, Financial Planning
Education
The American College 2004 — 2007
CLU, ChFC, Chartered Life Underwriter; Chartered Financial Consultant
University of Minnesota-Twin Cities 1997 — 2002
Bachelor of Arts, English
Benilde-St. Margaret's 1992 — 1996
HS
Brad Hubbard Brad Hubbard's Highland Capital Brokerage Experience August 2008 - April 2012
Job Sales Vice President at Accordia Life and Annuity
Industry Insurance
Experience
Accordia Life and Annuity April 2012 - Present
Highland Capital Brokerage August 2008 - April 2012
Skills
Fixed Annuities, Insurance, Life Insurance, Retirement, Retirement Planning, Series 6, Series 63, Series 7, Strategic Financial..., Term Life Insurance, Underwriting
Education
Texas State University 1995 — 1999
BBA, Finance
Accordia Life and Annuity April 2012 - Present
Highland Capital Brokerage August 2008 - April 2012
Skills
Fixed Annuities, Insurance, Life Insurance, Retirement, Retirement Planning, Series 6, Series 63, Series 7, Strategic Financial..., Term Life Insurance, Underwriting
Education
Texas State University 1995 — 1999
BBA, Finance
Jeff White CLU, ChFC, RFP Jeff White CLU, ChFC, RFP's Highland Capital Brokerage Experience December 2006 - February 2011
Job President at Dollars and Sense Management, Inc.
Industry Insurance
Experience
Dollars and Sense Management, Inc. September 2014 - Present
Crump Life Insurance Services February 2011 - Present
Highland Capital Brokerage December 2006 - February 2011
Merrill Lynch April 2005 - December 2006
Wachovia Securities April 2000 - April 2005
Prudential Securities May 1997 - April 2000
Merrill Lynch January 1987 - January 1995
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Universal Life, Term Life Insurance, Long-term Care, Whole Life, Insurance, Series 6, Underwriting, Retirement Planning, Series 63, Series 7, Series 65, Estate Planning, Equity Indexed Annuities, Business Planning, Investment Strategies, Wealth Management
Education
The American College 1976 — 1981
CLU, ChFC, Insurance, Investments
Dollars and Sense Management, Inc. September 2014 - Present
Crump Life Insurance Services February 2011 - Present
Highland Capital Brokerage December 2006 - February 2011
Merrill Lynch April 2005 - December 2006
Wachovia Securities April 2000 - April 2005
Prudential Securities May 1997 - April 2000
Merrill Lynch January 1987 - January 1995
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Universal Life, Term Life Insurance, Long-term Care, Whole Life, Insurance, Series 6, Underwriting, Retirement Planning, Series 63, Series 7, Series 65, Estate Planning, Equity Indexed Annuities, Business Planning, Investment Strategies, Wealth Management
Education
The American College 1976 — 1981
CLU, ChFC, Insurance, Investments
Chris Liddicoat Chris Liddicoat's Highland Capital Brokerage Experience March 2009 - Present
Job Sales Vice President at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage March 2009 - Present
Merrill Lynch March 2004 - March 2009
Merrill Lynch March 2000 - March 2004
Cigna Financial Advisors 1992 - 2000
Skills
Universal Life, Financial Advisory, Retirement, Strategic Financial..., Whole Life, Underwriting, Securities, Executive Pay, Sales Management, Mutual Funds, Investments, Pensions, Sales, Financial Planners, New Business Development, Account Management
Education
University of California, Berkeley 1980 — 1984
Bachelor of Arts (B.A.), Economics
Highland Capital Brokerage March 2009 - Present
Merrill Lynch March 2004 - March 2009
Merrill Lynch March 2000 - March 2004
Cigna Financial Advisors 1992 - 2000
Skills
Universal Life, Financial Advisory, Retirement, Strategic Financial..., Whole Life, Underwriting, Securities, Executive Pay, Sales Management, Mutual Funds, Investments, Pensions, Sales, Financial Planners, New Business Development, Account Management
Education
University of California, Berkeley 1980 — 1984
Bachelor of Arts (B.A.), Economics
Patrick Meaney's Highland Capital Brokerage Experience January 2006 - January 2007
Job Small Commercial Renewal Underwriter
Industry Financial Services
Experience
The Hartford October 2014 - Present
The Hartford April 2014 - October 2014
The Hartford April 2012 - April 2014
The Hartford June 2009 - April 2012
C5 Youth Foundation of New England June 2007 - August 2008
Highland Capital Brokerage January 2006 - January 2007
Skills
Liability, Property & Casualty..., Negotiation, Teamwork, Management, Time Management, Analysis, Discipline, Claims Handling, Claims Investigations, Underwriting, Commercial Insurance, Risk Analysis
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts (B.A.), Legal Studies w/ History Minor, 3.93 GPA
Simsbury High School 2001 — 2005
HS Diploma
The Hartford October 2014 - Present
The Hartford April 2014 - October 2014
The Hartford April 2012 - April 2014
The Hartford June 2009 - April 2012
C5 Youth Foundation of New England June 2007 - August 2008
Highland Capital Brokerage January 2006 - January 2007
Skills
Liability, Property & Casualty..., Negotiation, Teamwork, Management, Time Management, Analysis, Discipline, Claims Handling, Claims Investigations, Underwriting, Commercial Insurance, Risk Analysis
Education
University of Massachusetts, Amherst 2005 — 2009
Bachelor of Arts (B.A.), Legal Studies w/ History Minor, 3.93 GPA
Simsbury High School 2001 — 2005
HS Diploma
Anthony DiMeo Anthony DiMeo's Highland Capital Brokerage Experience October 2003 - January 2011
Job Internal Wholesaler at Crump Life Insurance Services
Industry Insurance
Experience
Crump Life Insurance Services February 2013 - Present
Highland Capital Brokerage October 2003 - January 2011
WM Financial Services(Washington Mutual) May 2002 - October 2003
Skills
Life Insurance
Education
San Diego State University-California State University 1998 — 2002
Business Administration and Management, General
Crump Life Insurance Services February 2013 - Present
Highland Capital Brokerage October 2003 - January 2011
WM Financial Services(Washington Mutual) May 2002 - October 2003
Skills
Life Insurance
Education
San Diego State University-California State University 1998 — 2002
Business Administration and Management, General
Tad Johnson Tad Johnson's Highland Capital Brokerage Experience March 2010 - February 2011
Job Associate at Bentall Kennedy
Industry Commercial Real Estate
Experience
Bentall Kennedy January 2014 - Present
Bentall Kennedy March 2012 - January 2014
Bentall Kennedy February 2011 - March 2012
Highland Capital Brokerage March 2010 - February 2011
GVA Kidder Mathews May 2008 - December 2008
Vandervert Developments May 2007 - September 2007
Tomlinson Black May 2006 - September 2006
Education
University of Puget Sound 2005 — 2009
Business, Business
Saint George's School
Bentall Kennedy January 2014 - Present
Bentall Kennedy March 2012 - January 2014
Bentall Kennedy February 2011 - March 2012
Highland Capital Brokerage March 2010 - February 2011
GVA Kidder Mathews May 2008 - December 2008
Vandervert Developments May 2007 - September 2007
Tomlinson Black May 2006 - September 2006
Education
University of Puget Sound 2005 — 2009
Business, Business
Saint George's School
Patrick F. Serrano Patrick F. Serrano's Highland Capital Brokerage Experience January 2000 - January 2002
Job Independent Insurance Agent
Industry Insurance
Experience
Premier Insurance Advisors August 2008 - Present
Premier Insurance Advisors January 2005 - Present
Sells Individual and Group Health along with Dental, Vision and Life Insurance January 2007 - January 2008
Blue Cross Blue Shield of Fl / First Miami Assoc January 2002 - January 2007
Highland Capital Brokerage January 2000 - January 2002
Coastal Insurance Group Inc January 1994 - January 2000
John Alden Life Insurance January 1990 - January 1994
University of Miami January 1983 - January 1990
Skills
Investments, Fixed Annuities, Insurance
Education
University of Miami 1979 — 1983
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Miami
B.B.A
Premier Insurance Advisors August 2008 - Present
Premier Insurance Advisors January 2005 - Present
Sells Individual and Group Health along with Dental, Vision and Life Insurance January 2007 - January 2008
Blue Cross Blue Shield of Fl / First Miami Assoc January 2002 - January 2007
Highland Capital Brokerage January 2000 - January 2002
Coastal Insurance Group Inc January 1994 - January 2000
John Alden Life Insurance January 1990 - January 1994
University of Miami January 1983 - January 1990
Skills
Investments, Fixed Annuities, Insurance
Education
University of Miami 1979 — 1983
Bachelor of Business Administration (BBA), Business Administration and Management, General
University of Miami
B.B.A
Chas Carter's Highland Capital Brokerage Experience September 2015 - Present
Job Sales Vice President at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage September 2015 - Present
Skills
Commercial Insurance, Risk Management, Business Transitions, Strategic Financial..., Sales, Business, Small Business, Sales Operations, Marketing, Management, Leadership, Insurance, Finance, Customer Service, Coaching, Budgets, Analysis, Underwriting, Strategic Planning
Education
University of Kentucky 1998 — 2003
BBA, Finance and International Business
Highland Capital Brokerage September 2015 - Present
Skills
Commercial Insurance, Risk Management, Business Transitions, Strategic Financial..., Sales, Business, Small Business, Sales Operations, Marketing, Management, Leadership, Insurance, Finance, Customer Service, Coaching, Budgets, Analysis, Underwriting, Strategic Planning
Education
University of Kentucky 1998 — 2003
BBA, Finance and International Business
Jon Magno Jon Magno's Highland Capital Brokerage Experience September 2011 - June 2013
Job Medicare Advantage Agent
Industry Insurance
Experience
Soundpath Health July 2014 - Present
Cascade Bicycle Club January 2014 - June 2014
Highland Capital Brokerage September 2011 - June 2013
Insurance Professional September 2005 - November 2011
Highland Capital Brokerage August 2007 - June 2010
NAIFA Seattle Eastside January 2007 - May 2009
Mass Mutual Financial Group May 2006 - August 2007
Crump (formerly BISYS) Insurance Services, Inc. March 2004 - April 2006
Skills
Insurance, Long Term Care, Disability Insurance, Life Insurance, Brokers, Fixed Annuities, Term Life Insurance, Retirement Planning, Financial Advisory, Financial Planners, Estate Planning, Health Insurance, Strategic Financial..., Underwriting, Property & Casualty..., Account Management, Long Term Care Insurance, Wealth Management, Whole Life, Universal Life, Securities, Marketing, Long-term Care, Commercial Insurance, Financial Services, Sales, Casualty, Retirement, IRAs
Education
University of Santo Tomas 1980 — 1984
Journalism, Journalism
Soundpath Health July 2014 - Present
Cascade Bicycle Club January 2014 - June 2014
Highland Capital Brokerage September 2011 - June 2013
Insurance Professional September 2005 - November 2011
Highland Capital Brokerage August 2007 - June 2010
NAIFA Seattle Eastside January 2007 - May 2009
Mass Mutual Financial Group May 2006 - August 2007
Crump (formerly BISYS) Insurance Services, Inc. March 2004 - April 2006
Skills
Insurance, Long Term Care, Disability Insurance, Life Insurance, Brokers, Fixed Annuities, Term Life Insurance, Retirement Planning, Financial Advisory, Financial Planners, Estate Planning, Health Insurance, Strategic Financial..., Underwriting, Property & Casualty..., Account Management, Long Term Care Insurance, Wealth Management, Whole Life, Universal Life, Securities, Marketing, Long-term Care, Commercial Insurance, Financial Services, Sales, Casualty, Retirement, IRAs
Education
University of Santo Tomas 1980 — 1984
Journalism, Journalism
Reeder Donaldson, CPA's Highland Capital Brokerage Experience August 2008 - May 2009
Job Assurance Manager at PricewaterhouseCoopers
Industry Accounting
Experience
PwC July 2015 - Present
PwC September 2009 - June 2015
Highland Capital Brokerage August 2008 - May 2009
PwC January 2008 - March 2008
PwC May 2007 - August 2007
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, GAAP, Sarbanes-Oxley Act, Financial Accounting, Financial Analysis, Financial Statements, SEC filings, Assurance, US GAAP, External Audit, Accounting Research, General Ledger
Education
Brock School of Business, Samford University 2008 — 2009
Masters, Accounting
Samford University 2004 — 2008
BS, Accounting
PwC July 2015 - Present
PwC September 2009 - June 2015
Highland Capital Brokerage August 2008 - May 2009
PwC January 2008 - March 2008
PwC May 2007 - August 2007
Skills
Accounting, Auditing, Internal Controls, Financial Reporting, GAAP, Sarbanes-Oxley Act, Financial Accounting, Financial Analysis, Financial Statements, SEC filings, Assurance, US GAAP, External Audit, Accounting Research, General Ledger
Education
Brock School of Business, Samford University 2008 — 2009
Masters, Accounting
Samford University 2004 — 2008
BS, Accounting
Bob Brookie's Highland Capital Brokerage Experience September 2005 - Present
Job Director of Business Operations at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage September 2005 - Present
IndianapolisLife 1979 - 2002
Skills
Process Improvement, Life Insurance, Underwriting, Fixed Annuities, Insurance, Leadership, Long-term Care, Management, New Business Development, Term Life Insurance, Project Management, Health Insurance, Series 6
Education
The College of Wooster 1973 — 1975
Highland Capital Brokerage September 2005 - Present
IndianapolisLife 1979 - 2002
Skills
Process Improvement, Life Insurance, Underwriting, Fixed Annuities, Insurance, Leadership, Long-term Care, Management, New Business Development, Term Life Insurance, Project Management, Health Insurance, Series 6
Education
The College of Wooster 1973 — 1975
Sonya Isbell, PHR's Highland Capital Brokerage Experience February 2014 - Present
Job AVP, Human Resources at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage February 2014 - Present
Skills
Insurance, Employee Benefits, Disability Insurance
Education
University of Montevallo 1989 — 1992
BA Business, Finance
Calera High School 1972 — 1984
Highland Capital Brokerage February 2014 - Present
Skills
Insurance, Employee Benefits, Disability Insurance
Education
University of Montevallo 1989 — 1992
BA Business, Finance
Calera High School 1972 — 1984
Christine Terman's Highland Capital Brokerage Experience September 2007 - October 2008
Job Assistant Financial Representative at Northwestern Mutual
Industry Insurance
Experience
Northwestern Mutual May 2014 - Present
The Compass Agency October 2010 - November 2012
Universal Financial Consultants February 2009 - June 2010
Highland Capital Brokerage September 2007 - October 2008
Self Employed - Handy People to Know April 2005 - August 2007
Highland Capital Brokerage March 2000 - April 2005
Montgomery Watson 1997 - 2000
Allen Bradley/Rockwell Automation 1993 - 1997
Skills
Securities, Series 7, Life Insurance, Long-term Care, Retirement Planning, Insurance, Term Life Insurance, Disability Insurance, Estate Planning, Fixed Annuities
Education
Pinells Technical Education Center 2010 — 2010
None, Licensed Practical Nursing
University of Florida 1984 — 1989
None, Pre-Nursing
St. Petersburg College 1985 — 1986
None, Liberal Arts
Saint Petersburg College 1983 — 1984
None, Liberal Arts
Northwestern Mutual May 2014 - Present
The Compass Agency October 2010 - November 2012
Universal Financial Consultants February 2009 - June 2010
Highland Capital Brokerage September 2007 - October 2008
Self Employed - Handy People to Know April 2005 - August 2007
Highland Capital Brokerage March 2000 - April 2005
Montgomery Watson 1997 - 2000
Allen Bradley/Rockwell Automation 1993 - 1997
Skills
Securities, Series 7, Life Insurance, Long-term Care, Retirement Planning, Insurance, Term Life Insurance, Disability Insurance, Estate Planning, Fixed Annuities
Education
Pinells Technical Education Center 2010 — 2010
None, Licensed Practical Nursing
University of Florida 1984 — 1989
None, Pre-Nursing
St. Petersburg College 1985 — 1986
None, Liberal Arts
Saint Petersburg College 1983 — 1984
None, Liberal Arts
Jennifer Larwood's Highland Capital Brokerage Experience June 2005 - Present
Job Underwriter at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage June 2005 - Present
Skills
Underwriting, Management, Life Insurance, Term Life Insurance, Customer Service
Education
State University of New York College at Oswego
Bachelor of Science (BS), Elementary Education and Teaching
Highland Capital Brokerage June 2005 - Present
Skills
Underwriting, Management, Life Insurance, Term Life Insurance, Customer Service
Education
State University of New York College at Oswego
Bachelor of Science (BS), Elementary Education and Teaching
Joseph Horner's Highland Capital Brokerage Experience August 2004 - June 2006
Job Regional Marketing Director at Penn Mutual
Industry Financial Services
Experience
Penn Mutual March 2011 - Present
MMT Associates January 2008 - March 2011
Indigo Capital Management June 2006 - January 2008
Highland Capital Brokerage August 2004 - June 2006
Horizon Support Services November 2000 - August 2004
USL February 1999 - November 2000
MetLife 1988 - 1997
Education
State University of New York Empire State College
Penn Mutual March 2011 - Present
MMT Associates January 2008 - March 2011
Indigo Capital Management June 2006 - January 2008
Highland Capital Brokerage August 2004 - June 2006
Horizon Support Services November 2000 - August 2004
USL February 1999 - November 2000
MetLife 1988 - 1997
Education
State University of New York Empire State College
Barry F Barnes, CLU, ChFC, LUTCF's Highland Capital Brokerage Experience October 2003 - February 2010
Job Independent Insurance Agent
Industry Insurance
Experience
Independent Agent June 2011 - Present
Highland Capital Brokerage October 2003 - February 2010
Saybrus Partners 2010 - 2010
First Citizens Bank 2000 - 2003
Skills
Estate Planning, Business Planning, Asset Protection, Disability Insurance, Long Term Care, Inheritance, Annuities, Recruitment/Retention, Training & Development, Team Building, Team Motivator, Team Management, Fixed Annuities, Long-term Care, Wealth Management, Life Insurance, Term Life Insurance, Strategic Financial..., Whole Life, Employee Training
Education
Masters Divinty School
Biblical Counseling, Bible/Biblical Studies
The University of Georgia
Independent Agent June 2011 - Present
Highland Capital Brokerage October 2003 - February 2010
Saybrus Partners 2010 - 2010
First Citizens Bank 2000 - 2003
Skills
Estate Planning, Business Planning, Asset Protection, Disability Insurance, Long Term Care, Inheritance, Annuities, Recruitment/Retention, Training & Development, Team Building, Team Motivator, Team Management, Fixed Annuities, Long-term Care, Wealth Management, Life Insurance, Term Life Insurance, Strategic Financial..., Whole Life, Employee Training
Education
Masters Divinty School
Biblical Counseling, Bible/Biblical Studies
The University of Georgia
Bruce Fletcher's Highland Capital Brokerage Experience January 2012 - June 2012
Job Regional Specialist at TIME Financial
Industry Insurance
Experience
Self July 2012 - July 2013
Highland Capital Brokerage January 2012 - June 2012
SunTrust Insurance Group February 2007 - December 2011
Chevy Chase Bank January 1996 - January 2007
Education
University of Bridgeport
Self July 2012 - July 2013
Highland Capital Brokerage January 2012 - June 2012
SunTrust Insurance Group February 2007 - December 2011
Chevy Chase Bank January 1996 - January 2007
Education
University of Bridgeport
Heather Louis's Highland Capital Brokerage Experience August 2004 - September 2006
Job SAHM
Industry Financial Services
Experience
First Capital Mortgage January 2010 - March 2012
HomeServices Lending July 2009 - January 2010
First Republic Bank January 2008 - April 2009
First Capital Mortgage October 2006 - January 2008
Highland Capital Brokerage August 2004 - September 2006
Skills
Loans, Mortgage Lending, Customer Service, Marketing, Social Media, Credit, Real Estate, Investment Properties, Marketing Strategy, Event Planning
Education
San Diego State University-California State University 1998 — 2003
B.A., Communications-Advertising; Minor Linguistics
First Capital Mortgage January 2010 - March 2012
HomeServices Lending July 2009 - January 2010
First Republic Bank January 2008 - April 2009
First Capital Mortgage October 2006 - January 2008
Highland Capital Brokerage August 2004 - September 2006
Skills
Loans, Mortgage Lending, Customer Service, Marketing, Social Media, Credit, Real Estate, Investment Properties, Marketing Strategy, Event Planning
Education
San Diego State University-California State University 1998 — 2003
B.A., Communications-Advertising; Minor Linguistics
Dick Van Leuvan, CLU, ChFC, CLTC's Highland Capital Brokerage Experience June 2011 - Present
Job Independent Insurance Agent at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage June 2011 - Present
Peachtree Planning Corporation November 2007 - June 2011
Education
University of North Carolina at Chapel Hill 1963 — 1967
Economics, Golf Team
Upper St. Clair HS. 1963 — 1967
Highland Capital Brokerage June 2011 - Present
Peachtree Planning Corporation November 2007 - June 2011
Education
University of North Carolina at Chapel Hill 1963 — 1967
Economics, Golf Team
Upper St. Clair HS. 1963 — 1967
Amy Feintuch's Highland Capital Brokerage Experience March 2011 - April 2015
Job Director, National Accounts at AXA Distributors
Industry Financial Services
Experience
AXA Distributors April 2015 - Present
Highland Capital Brokerage March 2011 - April 2015
TPG Financial March 2008 - September 2010
Manulife Financial/John Hancock August 1994 - January 2008
Interstate Johnson Lane 1999 - 2000
Skills
Insurance, Estate Planning, Disability Insurance, Term Life Insurance, Retirement, Long Term Care Insurance, Financial Planners, Securities, Investments, Financial Analysis, Life & Health Insurance..., Fixed Annuities, Sales, Financial Planning, Mutual Funds
Education
The University of Georgia 1987 — 1991
Bachelors, Finance
AXA Distributors April 2015 - Present
Highland Capital Brokerage March 2011 - April 2015
TPG Financial March 2008 - September 2010
Manulife Financial/John Hancock August 1994 - January 2008
Interstate Johnson Lane 1999 - 2000
Skills
Insurance, Estate Planning, Disability Insurance, Term Life Insurance, Retirement, Long Term Care Insurance, Financial Planners, Securities, Investments, Financial Analysis, Life & Health Insurance..., Fixed Annuities, Sales, Financial Planning, Mutual Funds
Education
The University of Georgia 1987 — 1991
Bachelors, Finance
Steve Enoch's Highland Capital Brokerage Experience January 2012 - Present
Job Sales Vice President
Industry Insurance
Experience
Highland Capital Brokerage January 2012 - Present
SunTrust Bank April 2008 - January 2012
SunTrust Bank April 2008 - December 2011
Skills
Insurance, New Business Development, Retirement Planning, Investments, Strategic Financial..., Wealth Management, Fixed Annuities, Life Insurance, Estate Planning, Wealth, Series 63, Retirement, Financial Advisory, Relationship Management, Securities, Term Life Insurance, Financial Services, Disability Insurance, Financial Planning
Education
University of Miami 1971 — 1975
BBA, Finance, General
University of Miami - School of Business
Bachelor of Business Administration (BBA), Finance, General
Christchurch School
Highland Capital Brokerage January 2012 - Present
SunTrust Bank April 2008 - January 2012
SunTrust Bank April 2008 - December 2011
Skills
Insurance, New Business Development, Retirement Planning, Investments, Strategic Financial..., Wealth Management, Fixed Annuities, Life Insurance, Estate Planning, Wealth, Series 63, Retirement, Financial Advisory, Relationship Management, Securities, Term Life Insurance, Financial Services, Disability Insurance, Financial Planning
Education
University of Miami 1971 — 1975
BBA, Finance, General
University of Miami - School of Business
Bachelor of Business Administration (BBA), Finance, General
Christchurch School
Lisa Hehir, CLU, ChFC, CAP's Highland Capital Brokerage Experience 2012 - Present
Job Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage 2012 - Present
Capitas Financial, Inc. February 2010 - February 2012
Lincoln Financial Distributors November 2007 - December 2009
The Hartford June 1997 - November 2007
NatWest Bank January 1996 - May 1997
AXA Equitable May 1978 - December 1995
Skills
Long Term Care, Insurance, Financial Planning, Succession Planning, Financial Advisory, Wealth, Strategic Financial..., Long-term Care, Long Term Care Insurance, Employee Benefits
Education
The American College 1985 — 1992
Chartered Financial Consultant & Chartered Life Underwriter, Financial Services
Western International University
Finance
Highland Capital Brokerage 2012 - Present
Capitas Financial, Inc. February 2010 - February 2012
Lincoln Financial Distributors November 2007 - December 2009
The Hartford June 1997 - November 2007
NatWest Bank January 1996 - May 1997
AXA Equitable May 1978 - December 1995
Skills
Long Term Care, Insurance, Financial Planning, Succession Planning, Financial Advisory, Wealth, Strategic Financial..., Long-term Care, Long Term Care Insurance, Employee Benefits
Education
The American College 1985 — 1992
Chartered Financial Consultant & Chartered Life Underwriter, Financial Services
Western International University
Finance
Michael J. Castaneda, CLU, ChFC's Highland Capital Brokerage Experience March 2010 - Present
Job at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage March 2010 - Present
VIP Insurance Partners June 2009 - January 2010
Education
Texas State University 1993 — 1996
Finance, Financial/investments/Insurance
Highland Capital Brokerage March 2010 - Present
VIP Insurance Partners June 2009 - January 2010
Education
Texas State University 1993 — 1996
Finance, Financial/investments/Insurance
William Finney's Highland Capital Brokerage Experience OwnerThe Whole Dog Market-HomewoodJuly 2014 - Present
Job Owner at The Whole Dog MarketHomewood
Industry Financial Services
Experience
Highland Capital Brokerage OwnerThe Whole Dog Market-HomewoodJuly 2014 - Present
Skills
Accounting, Financial Reporting, Insurance, Strategic Financial..., General Ledger
Education
University of Alabama at Birmingham
Master of Business Administration (M.B.A.)
Highland Capital Brokerage OwnerThe Whole Dog Market-HomewoodJuly 2014 - Present
Skills
Accounting, Financial Reporting, Insurance, Strategic Financial..., General Ledger
Education
University of Alabama at Birmingham
Master of Business Administration (M.B.A.)
Hugh Singletary's Highland Capital Brokerage Experience PresidentAIM Systems, Inc.1999 - 2008
Job Senior Vice President at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage PresidentAIM Systems, Inc.1999 - 2008
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Series 63, Wealth Management, Series 7, Retirement, Life Insurance, Long-term Care, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Series 6, Insurance, Underwriting, Wealth, High Net Worth..., Strategic Financial..., Insurance Brokerage, 401k, Variable Annuities, Universal Life, Wealth Accumulation, Investment Strategies, Captives, Succession Planning, IRAs, Whole Life, Mutual Funds, Defined Benefit, Key Person Insurance, Brokers, Executive Pay, Financial Advisory, Alternative Investments, Retirement Plan..., Series 65, Financial Planners, Relationship Management, Private Banking, Pensions, General Insurance, Cross Selling, Financial Services, Wealth Management..., Business Relationship..., Wealth Preservation..., Qualified Retirement..., Funding, Private Equity
Education
The University of Georgia 1981 — 1985
Bachelor of Arts (B.A.), Economics
Highland Capital Brokerage PresidentAIM Systems, Inc.1999 - 2008
Skills
Retirement Planning, Fixed Annuities, Estate Planning, Series 63, Wealth Management, Series 7, Retirement, Life Insurance, Long-term Care, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Series 6, Insurance, Underwriting, Wealth, High Net Worth..., Strategic Financial..., Insurance Brokerage, 401k, Variable Annuities, Universal Life, Wealth Accumulation, Investment Strategies, Captives, Succession Planning, IRAs, Whole Life, Mutual Funds, Defined Benefit, Key Person Insurance, Brokers, Executive Pay, Financial Advisory, Alternative Investments, Retirement Plan..., Series 65, Financial Planners, Relationship Management, Private Banking, Pensions, General Insurance, Cross Selling, Financial Services, Wealth Management..., Business Relationship..., Wealth Preservation..., Qualified Retirement..., Funding, Private Equity
Education
The University of Georgia 1981 — 1985
Bachelor of Arts (B.A.), Economics
Jeffrey Ridge, CLU's Highland Capital Brokerage Experience May 2013 - Present
Job Marketing Director at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage May 2013 - Present
Capitas Financial October 2008 - April 2013
Merrill Lynch January 2006 - October 2008
Skills
Series 7, Series 66, CLU, Life and Health..., Uniform Combined State..., Marketing, Insurance, Fixed Annuities, Retirement Planning, Series 63, Long-term Care, Term Life Insurance
Education
The American College 2012 — 2013
Chartered Life Underwriter
Temple University 2004 — 2005
Finance
Highland Capital Brokerage May 2013 - Present
Capitas Financial October 2008 - April 2013
Merrill Lynch January 2006 - October 2008
Skills
Series 7, Series 66, CLU, Life and Health..., Uniform Combined State..., Marketing, Insurance, Fixed Annuities, Retirement Planning, Series 63, Long-term Care, Term Life Insurance
Education
The American College 2012 — 2013
Chartered Life Underwriter
Temple University 2004 — 2005
Finance
Carol Louros, CPA's Highland Capital Brokerage Experience March 2015 - Present
Job Director, Field Operations North East at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage March 2015 - Present
Highland Capital Brokerage - New York Metro December 2000 - March 2015
Highland Capital Brokerage (formerly Consolidated Brokerage Services Inc.) January 1991 - December 2000
Carol Louros, CPA August 1986 - December 1990
KMG Main Hurdman September 1981 - July 1986
Skills
Financial Analysis, Strategic Financial..., Insurance, Financial Reporting, Accounting, Microsoft Excel, Budgets, Strategic Planning, General Ledger, Accounts Payable, Internal Controls, Analysis, Process Improvement, Auditing, Finance, Financial Planning, Management
Education
Fairleigh Dickinson University-Florham Campus 1979 — 1981
BS, Accounting
Union County College 1977 — 1979
AA, Business/Public Administration
Highland Capital Brokerage March 2015 - Present
Highland Capital Brokerage - New York Metro December 2000 - March 2015
Highland Capital Brokerage (formerly Consolidated Brokerage Services Inc.) January 1991 - December 2000
Carol Louros, CPA August 1986 - December 1990
KMG Main Hurdman September 1981 - July 1986
Skills
Financial Analysis, Strategic Financial..., Insurance, Financial Reporting, Accounting, Microsoft Excel, Budgets, Strategic Planning, General Ledger, Accounts Payable, Internal Controls, Analysis, Process Improvement, Auditing, Finance, Financial Planning, Management
Education
Fairleigh Dickinson University-Florham Campus 1979 — 1981
BS, Accounting
Union County College 1977 — 1979
AA, Business/Public Administration
Killilea Richard's Highland Capital Brokerage Experience August 2006 - Present
Job Sales Vice President at Highland Capital Brokerage
Industry Insurance
Experience
Highland Capital Brokerage August 2006 - Present
Highland Capital Brokerage 1968 - 2011
Various Companies June 1968 - August 2006
Skills
Fixed Annuities, Disability Insurance, Insurance, Term Life Insurance, Retirement Planning, Series 63, Underwriting, Series 6, Estate Planning, Retirement, Series 7, Brokers, Wealth Management, Health Insurance, Financial Planners, Strategic Financial..., Mutual Funds, Property & Casualty...
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
Highland Capital Brokerage August 2006 - Present
Highland Capital Brokerage 1968 - 2011
Various Companies June 1968 - August 2006
Skills
Fixed Annuities, Disability Insurance, Insurance, Term Life Insurance, Retirement Planning, Series 63, Underwriting, Series 6, Estate Planning, Retirement, Series 7, Brokers, Wealth Management, Health Insurance, Financial Planners, Strategic Financial..., Mutual Funds, Property & Casualty...
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Economics
Chris Liddicoat's Highland Capital Brokerage Experience February 2010 - Present
Job Sales Vice President at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage February 2010 - Present
Merrill Lynch January 2006 - January 2010
Merrill Lynch January 2000 - January 2006
Sagemark Consulting September 1992 - January 2000
Education
University of California, Berkeley 1980 — 1984
BA, Economics
Highland Capital Brokerage February 2010 - Present
Merrill Lynch January 2006 - January 2010
Merrill Lynch January 2000 - January 2006
Sagemark Consulting September 1992 - January 2000
Education
University of California, Berkeley 1980 — 1984
BA, Economics
Allie Bjurman's Highland Capital Brokerage Experience November 2012 - December 2014
Job Financial Analyst II Investment Accounting & Systems at Protective Life
Industry Accounting
Experience
Protective Life December 2014 - Present
Highland Capital Brokerage November 2012 - December 2014
PEARCE, BEVILL, LEESBURG, MOORE, P.C. January 2011 - October 2012
Education
University of Montevallo 2005 — 2009
Bachelor of Business Administration, Accounting
Protective Life December 2014 - Present
Highland Capital Brokerage November 2012 - December 2014
PEARCE, BEVILL, LEESBURG, MOORE, P.C. January 2011 - October 2012
Education
University of Montevallo 2005 — 2009
Bachelor of Business Administration, Accounting
Garry Shelton's Highland Capital Brokerage Experience June 2015 - Present
Job Director, National Sales Desk at Highland Capital Brokerage
Industry Financial Services
Experience
Highland Capital Brokerage June 2015 - Present
Highland Capital Brokerage January 2014 - Present
Highland Capital Brokerage July 2009 - Present
Highland Capital Brokerage January 1987 - July 2009
Livingston & Associates 1987 - 1995
Livingston & Associates 1987 - 1995
Livingston & Associates 1987 - 1995
Belk Stores Services March 1985 - January 1987
Skills
Long-term Care, Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Term Life Insurance, Retirement, Retirement Planning, Financial Planners, Public Speaking, Microsoft Excel, Visual Basic 5.0/6.0, Long Term Care Insurance, Health Insurance, Underwriting, Estate Planning, 401k, Financial Planning, Employee Benefits
Education
The American College 1988 — 1990
CLU
UNCC 1974 — 1978
BS, Accounting
United Methodist Church
Certified Lay Speaker, Lay Ministry
Highland Capital Brokerage June 2015 - Present
Highland Capital Brokerage January 2014 - Present
Highland Capital Brokerage July 2009 - Present
Highland Capital Brokerage January 1987 - July 2009
Livingston & Associates 1987 - 1995
Livingston & Associates 1987 - 1995
Livingston & Associates 1987 - 1995
Belk Stores Services March 1985 - January 1987
Skills
Long-term Care, Insurance, Life Insurance, Disability Insurance, Fixed Annuities, Term Life Insurance, Retirement, Retirement Planning, Financial Planners, Public Speaking, Microsoft Excel, Visual Basic 5.0/6.0, Long Term Care Insurance, Health Insurance, Underwriting, Estate Planning, 401k, Financial Planning, Employee Benefits
Education
The American College 1988 — 1990
CLU
UNCC 1974 — 1978
BS, Accounting
United Methodist Church
Certified Lay Speaker, Lay Ministry
State Farm Insurance
Allstate
State Farm
Prudential Financial
farmers insurance
Aflac
CIGNA
GEICO