HighPointe Financial Group LLC
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HighPointe Financial Group LLC Employees
AccurIT Systems, Inc. February 2013 - May 2015
HighPointe Financial Group, LLC January 2012 - November 2012
Skills
Microsoft Windows..., Server Administration, Active Directory..., IT Solutions, Computer Networking, Firewalls, Switches, Server Management, Small Business IT..., Microsoft Exchange, Microsoft SQL Server, EMRs, CRM Databases, Document Management, Encryption Software, C++, JavaScript, HTML, Linux, Shell Scripting, Microsoft Office
Education
The University of Kansas 2008 — 2015
Bachelor of Science (BS), Information Technology
HighPointe Financial Group, LLC April 2015 - Present
New York Life Insurance Company 2013 - March 2015
Shook, Hardy & Bacon November 2006 - June 2013
Shook, Hardy & Bacon L.L.P. 2006 - 2013
Skills
Legal Research, Legal Writing, Commercial Litigation, Product Liability, Class Actions, Litigation Support, Document Review, Corporate Law, Mediation
Education
Washburn University School of Law 2003 — 2006
Doctor of Law (J.D.)
Truman State University 1999 — 2003
Bachelor of Arts (B.A.)
HighPointe Financial Group, LLC March 2014 - Present
MetLife December 2005 - March 2014
Skills
Retirement Strategies, Insurance Strategies, Risk Management..., Education Funding, Multi-Generational...
Education
KU School of Social Welfare 2001 — 2003
Masters of Social Work, Aging
Truman State University 1997 — 2001
BA in Psychology, Psychology and Music
Shawnee Mission School District July 2013 - Present
HighPointe Financial Group, LLC May 2014 - January 2015
Finish Line July 2012 - January 2013
Shelter Insurance Companies 2011 - 2011
Skills
Leadership, Customer Service, Sales, Public Speaking, PowerPoint, Networking, Microsoft Office, Social Networking, Life & Health Insurance, Management, Social Media
Education
Pittsburg State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Shawnee Mission North 2004 — 2008
Cintas May 2015 - Present
HighPointe Financial Group, LLC January 2013 - April 2015
Education
MidAmerica Nazarene University 2008 — 2012
Bachelor of Arts (B.A.), Organizational Leadership (Minor in Psychology)
MidAmerica Nazarene University 2008 — 2012
Bachelor of Arts Degree, Business; Organizational Leadership
Kansas City Life Insurance Company July 2013 - Present
COUNTRY Financial® November 2012 - July 2013
HighPointe Financial Group, LLC July 2011 - November 2012
Hickman Mills School District November 2003 - June 2011
Hilltop/DeLaSalle School August 2001 - October 2003
Firstar Investment Services, Inc./Mercantile Investment Services, Inc./US Bank June 1999 - August 2001
Skills
Series 7, Series 63, Insurance, Retirement, Long Term Care, Disability Insurance, Property & Casualty..., Fixed Annuities, Long-term Care, Health Insurance, Retirement Planning, IRAs, Strategic Financial..., Life Insurance, Securities, Mutual Funds, Wealth Management, Investment Strategies, Financial Advisory, Investments, 401k, Estate Planning, Wealth, Asset Allocation, Personal Finance, Coaching, Small Business, Financial Analysis, Employee Benefits, Investment Management
Education
Missouri State University 1985 — 1991
Bachelor of Science, Education
UMKC 1994 — 1995
Math and Science
Liberty Senior High 1982 — 1985
diploma, General Studies
White Star Construction July 2015 - Present
Condit Company Inc March 2015 - June 2015
HighPointe Financial Group, LLC September 2012 - January 2015
Sporting Kansas City February 2012 - May 2012
Education
MidAmerica Nazarene University 2009 — 2012
Business (B.A), Sports Management
Northwest Missouri State University 2007 — 2009
General Education, Therapeutic Modalities
Shawnee Heights
HighPointe Financial Group LLC June 2012 - Present
Northwestern Mutual August 1993 - June 2012
Education
University of Missouri-Columbia, College of Business 1989 — 1993
Travelers November 2014 - Present
Farmers Insurance February 2011 - October 2014
Farmers Insurance October 2008 - February 2011
HighPointe Financial Group, LLC March 2007 - April 2008
Skills
Market Research, Strategic Planning and..., Client Relations and..., Contract Negotiation..., Financial Analysis, Forecasting, Risk Assessment, Cost Negotiation, Customer Service
Education
University of Central Missouri 2004 — 2006
Master Of Business Administration, Finance
Växjö University 2005 — 2005
Strategic Management and Design Program
Rensselaer Polytechnic Institute 1998 — 2002
Bachelor's degree, Chemical Engineering
HighPointe Financial Group, LLC August 2015 - Present
Kansas City Chinese Association February 2015 - Present
NYLIFE Securities LLC December 2013 - August 2015
New York Life Insurance Company June 2013 - August 2015
MultiLingual Solutions, Inc. January 2011 - May 2013
United States Air Force November 2009 - December 2010
United States Air Force July 2002 - November 2009
Skills
Foreign Languages, Program Management, Insurance, Translation, Team Leadership, Multilingual, Project Management, Team Building, Microsoft Office, Retirement, Life Insurance, Retirement Planning, Small Business, Asset Protection, Estate Planning, 401k Rollovers, Succession Planning, MS Office Suite, Licensed Life Insurance..., Annuity Sales, Protection..., Wealth Preservation..., Key Person Protection, Legacies, Gifting Strategies, Multi-generational..., Multi-generational..., Investments, Chinese, Military Operations, Military, Intelligence Analysis, Intelligence, Government, DoD, Customer Service, Defense, Leadership, Management
Education
Bellevue University 2009 — 2010
BS, Business
Community College of the Air Force 2002 — 2010
AAS, Communications Application Technology
Defense Language Institute 2002 — 2004
Diploma with Honors, Mandarin Chinese
HighPointe Financial Group, LLC 2015 - Present
American Family Insurance 2011 - 2015
Skills
Property & Casualty..., Customer Service, Umbrella Insurance, Commercial Insurance, Renters, Homeowners, Flood Insurance, Term Life Insurance, Life Insurance, Casualty, Results Driven Achiever, Leadership, Management, Analytical Skills, Innovative Problem..., Communication, Sales, Liability
Education
Kansas State University 2006 — 2010
B.S. in Horticulture- Greenhouse and Nursery Management
Montage Investments November 2014 - Present
The Special Needs Planning Center @ CommunityAmerica October 2013 - November 2014
HighPointe Financial Group, LLC September 2011 - September 2013
Hotel, The Jones, Mosaic, Blonde, and MiCocina Nightclubs April 2003 - June 2013
El Centro Inc 2003 - 2006
BuilderConsulting.com 2003 - 2005
Latin Immersion 2002 - 2003
Skills
Marketing, Event Planning, Customer Service, Sales, Public Relations, Insurance, Marketing Strategy, Finance, Nonprofits, Public Speaking, Strategic Planning, Social Media, Non-profits, English, Budgets, Management, Team Building, Leadership, Account Management, Social Media Marketing, New Business Development, Press Releases, Financial Analysis, Business Development, Strategic Financial..., Negotiation, Microsoft Office, Analysis, Marketing Communications, Microsoft Excel, Team Leadership, Coaching, Project Management, Entrepreneurship, Microsoft Word, Training, Credit
Education
Arizona State University - W. P. Carey School of Business 2011 — 2012
MBA
Drake University 1998 — 2002
Bachelor of Arts, Graphic Design
Drake University 1998 — 2002
Bachelor of Business and Administration, Marketing
Dolman Law Group September 2014 - Present
The Depository Trust & Clearing Corporation June 2014 - August 2014
BANKRATE April 2011 - June 2013
HighPointe Financial Group, LLC 2009 - 2010
Gardner-Edgerton High School January 2008 - January 2009
OFFICE OF SENATOR JERRY MORAN June 2005 - August 2005
Education
Stetson University College of Law 2013 — 2017
Juris Doctor (J.D.), Concentration in Advocacy
Kansas State University 2005 — 2011
Bachelor's Degree, Political Science and Interdisclipinary Social Sciences
Salina Central High School
High School, Regular/General High School/Secondary Diploma Program
PrimeRevenue April 2014 - Present
Pollenware May 2011 - April 2014
HighPointe Financial Group LLC. December 2010 - May 2011
MassMutual Financial Group December 2010 - May 2011
Mutual of Omaha August 2009 - December 2010
KSUfans.com June 2008 - December 2010
Wildcat Nation Network January 2008 - June 2010
WADDELL & REED, Financial Advisor August 2008 - January 2009
Merrill Lynch February 2007 - July 2008
(NFL) Houston Texans February 2006 - August 2006
Skills
Management, Operations, Sales, Financial, Analysis, Relationship, Marketing, Training, Motivation, Recruting, Working Capital..., Risk, Portfolio Management, Insurance, Retirement Planning, Negotiation, 401k, Fixed Annuities, Financial Analysis, Investments, Recruiting, Finance, Salesforce.com, SaaS, Lead Generation, Enterprise Software, Analytics, Global Business..., Sales Presentations, Strategic Planning, Leadership, Small Business, Program Management, Executive Management, Sales Management, Financial Services, Business Strategy, Financial Advisory, IT Strategy, Wealth Management, Mutual Funds, Business Development, Start-ups, New Business Development, Strategy, Team Building
Education
Kansas State University 1999 — 2003
B.A., Financial Management and Services
Wharton School, University of Pennsylvania 2003 — 2004
Business, NFL Sponsored Entrepreneurship Program-
University of Missouri-Kansas City 2006 — 2006
Banking, Entrepreneurship
Western Hills High School 1996 — 1999
HS Diploma
FW Country Day School 1993 — 1996
HighPointe Financial Group, LLC March 2012 - June 2013
Cornerstone Financial Group February 2011 - March 2012
Northwestern Mutual June 2008 - February 2011
Skills
Executive Benefit..., Income Protection, Estate Preservation, Life Insurance, Long Term Care Insurance, Disability Insurance, 401k, 401k Rollovers, Estate Planning, Buy-sell Agreements, Key Person Insurance, Financial Analysis, Variable Products, Wealth Accumulation, IRAs, Annuity Sales, Tax Deferred Exchanges, Mutual Funds, Deferred Compensation, Education Funding, Charitable Gift Planning, Series 7, Series 6, Series 63, Life & Health Insurance...
Education
Ithaca College 1993 — 1997
Bachelor of Arts, Cinema and Photography
Colonial Life October 2014 - Present
Twelve 3 Marketing March 2013 - Present
Fire Engine Design Studio March 2014 - September 2014
HighPointe Financial Group, LLC January 2012 - February 2013
Frontier Wealth Management December 2010 - January 2012
Northwestern Mutual March 2007 - December 2010
Trammell Crow Company January 2006 - March 2007
CBIZ February 2003 - January 2006
Dallas Mavericks 2001 - 2003
Skills
Marketing, Social Media, Advertising, Social Media Marketing, Event Planning, Marketing Communications, Account Management, Sales, Public Relations, Marketing Strategy, Strategic Planning, Public Speaking, Email Marketing, Copywriting, Microsoft Office, Insurance, Market Research, Social Networking, Facebook, Direct Marketing, Digital Marketing, Management, Business Development, CRM, Entrepreneurship, Cold Calling, Leadership, Training, Customer Service, Sales Management, Team Building, New Business Development, Relationship Building
Education
University of Missouri-Columbia 1997 — 2001
Bachelor of Journalism, Advertising
Monash University 2000 — 2000
Jesuit 1993 — 1997
St. Marks 1991 — 1993
Greenhill 1982 — 1991
HighPointe Financial Group, LLC March 2014 - Present
Levatas August 2012 - Present
EOG Resources October 2008 - November 2012
CJ Foods 2007 - 2008
Texas Christian University Football January 2004 - May 2007
Willow Bend Mortgage 2005 - 2006
Skills
Finance, Financial Analysis, Contract Negotiation, Natural Gas, Negotiation, Energy, Microsoft Excel, Life Insurance, Disability Income..., Long Term Care Insurance, Fixed Annuities
Education
Texas Christian University - M.J. Neeley School of Business 2009 — 2012
Master of Business Administration (MBA), Finance
Texas Christian University - M.J. Neeley School of Business 2003 — 2007
Business Administration, Finance & Management
Bern
HighPointe Financial Group, LLC December 2010 - Present
Kansas City Chiefs at National Football League July 2009 - Present
Education
Sports Management World Wide 2009 — 2009
Kansas State University 2005 — 2009
Business Management/Operations
Arvest Bank March 2011 - Present
Central Exchange 2012 - 2013
Highpointe Financial Group, LLC May 2011 - January 2012
Bank of America January 2005 - August 2009
Skills
Insurance, Sales Management, Public Speaking, Account Management, Customer Relations, Planning, Banking, Coaching, Employee Benefits, Team Building, Retirement, New Business Development, Customer Service, Cold Calling, Sales, Marketing, Small Business, Project Planning, Finance, Financial Analysis, Loans, Credit
Education
Longview Community College
Unity Institute
HighPointe Financial Group, LLC June 2015 - Present
Buckeye International March 2014 - May 2015
Country Club of Missouri May 2013 - July 2013
SuretyBonds.com May 2012 - November 2012
Front Row Collectables May 2011 - November 2011
Robrains May 2011 - August 2011
Lester's Restaurant Host May 2010 - January 2011
Skills
Facebook, SEO, Advertising, Public Relations, Microsoft Office, Social Networking, PowerPoint, Social Media, Microsoft Excel, Social Media Marketing, Sales, InDesign, Customer Service, Online Advertising, Photoshop, Online Marketing, Human Resources, Marketing, Event Planning, Microsoft Word
Education
University of Missouri-Columbia 2009 — 2013
Bachelor's degree, Interdisciplinary Studies, Senior
St. Louis University High School 2005 — 2009
NASB May 2014 - Present
HighPointe Financial Group, LLC September 2013 - February 2014
James B. Nutter & Company September 2011 - June 2013
Midland Loan Services May 2007 - July 2010
Midland Loan Services May 2005 - July 2007
Education
Kansas State University 1998 — 2004
M.B.A, Finance
Blue Valley Northwest 1994 — 1998
TEKsystems Contractor for State Street Corporation July 2013 - Present
Honeywell 2015 - 2015
Honeywell 2015 - 2015
HighPointe Financial Group, LLC November 2012 - April 2013
Catalent Pharma Solutions October 2012 - November 2012
Dish Network October 2010 - October 2012
Skills
Windows XP, Windows 7, Windows 2003 server, Windows 2008/R2 Server, Windows 2012/R2 Server, Technical Support, Computer Hardware, HTML, Network Administration, Microsoft Office, Windows, Troubleshooting, Networking, Microsoft Excel, Customer Service, Network Security, Wireless Networking, PowerPoint, Microsoft Word, Computer Repair, Telecommunications, VMware ESX 4.1, VMware ESXi 5.5, VMware vSphere, VMware vCenter, Lync 2013 Enterprise...
Education
ITT Technical Institute-Kansas City 2012 — 2016
Bachelor of Applied Science (B.A.Sc.), Information systems security
Beijing Language and Culture University 2008 — 2010
Associate of Arts (A.A.), Chinese Language and Literature
HighPointe Financial Group, LLC June 2014 - Present
Palmentere Bros May 2012 - June 2014
Diamond Bakery January 2009 - April 2012
Glazers Midwest November 2004 - September 2008
Skills
Retail, Grocery, Bakery, Sales Management, Sales Operations, Account Management, New Business Development, Customer Service, Direct Sales, Cold Calling
Education
Rockhurst University
Bachelor of Science (BS), Political Science and Government