Independent Broker
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Independent Broker Employees
City of Harker Heights May 2013 - Present
Independent Broker January 2011 - Present
The 17 Second Commute June 1976 - Present
Jones Lang LaSalle November 1993 - September 2008
Skills
Lease Negotiations, Strategic Financial..., Investments, Shopping Centers, Business Planning, Strategic Planning, Insurance, Contract Negotiation, Real Estate, Leadership, Retail, Employee Benefits, Small Business, Brokerage, Disposition, Policy, Public Speaking
Education
Loyola University New Orleans
BCS, Business
Farmers May 2014 - Present
State Farm Agent April 2008 - March 2014
Independent Broker January 2002 - April 2008
Skills
Customer Service, Property and Casualty..., Commercial Insurance, Life Insurance, Healthcare, Investments, Employee Benefits, Property & Casualty..., Real Estate, Insurance, Casualty, Underwriting
Education
University of North Texas 2001 — 2003
Bachelor of Business Administration (BBA), Business, Management, Marketing, and Related Support Services
Independent Broker May 2004 - Present
First Source Funding Group, Mortgage Banker April 2004 - April 2007
Verizon Wireless April 1994 - May 2004
Skills
Call Centers, Investment Properties, Mortgage Lending, Sales, Refinance, Credit, Loans, Insurance, Real Estate, Leadership, Mortgage Banking, Loan Origination
Education
Pepperdine University 1998 — 2000
Independent Broker September 2014 - Present
BBVA Compass August 2011 - August 2014
JPMorgan Chase September 2005 - July 2011
IBC Bank September 2000 - August 2005
Skills
Mortgage Lending, Insurance, Mortgage Marketing, Mortgage Banking, Financial Services, Life Insurance, Retail Banking, Commercial Banking, Financial Planning, Sales, Small Business Lending, Commercial Lending, Management, Consumer Lending, Investments, Leadership, Microsoft Office
Education
Champions Real Estate Group 2015 — 2015
Mortgae Loan Originator, Mortgage
University of Texas at Brownsville 2001 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
The University of Texas at San Antonio 1997 — 2000
Associate’s Degree, Business Administration, Management and Operations
Blue Sky Investment Capital, LLC. January 2015 - Present
Independent Broker May 2011 - January 2015
MT&L Card Products and Fulfillment Services January 2005 - May 2011
Standard Register 1999 - 2004
Standard Register 1999 - 2004
Printegra 1978 - 1999
Skills
B2B, Gift Cards, Customer Relations, Cards, Marketing Strategy, Account Management, Customer Service, Strategic Partnerships, Process Improvement, Business Strategy, Product Management, Product Marketing, Social Media, Promotions, Six Sigma, New Business Development, Microsoft Office, Word, Excel, Program Management
Education
Roberts Wesleyan College
BS, Organizational Management
Rochester Institute of Technology
Diploma, Management, with a Marketing Concentration
Guaranteed Rate August 2013 - Present
Caliber Funding February 2013 - July 2013
Marvin K Brown Auto Center June 2011 - February 2013
Wells Fargo Home Mortgage May 2009 - July 2010
Independent Broker August 2005 - May 2009
City Chevrolet March 2004 - August 2005
Skills
Sales Management, Automotive, Team Building, Mortgage Lending, Customer Service, Loans, Entrepreneurship, Real Estate, Refinance, Leadership, FHA, Sales, Customer Satisfaction, Marketing, Financial Analysis, New Business Development, Management, Selling
Education
University of Iowa 1982 — 1986
Economics
Ethology February 2015 - Present
BrandStory, LLC October 2014 - February 2015
Freelance May 2014 - November 2014
Tross Solutions, Inc. August 2013 - September 2014
VIP Sales and Marketing June 2012 - May 2014
Independent Broker May 2006 - December 2008
United Vision Financial February 2005 - April 2007
Skills
SEM, Google Analytics, Leadership, Strategic Planning, Paid Search Campaigns, Paid Search Strategy, Google Adwords, Marin Software, Microsoft Excel, Digital Marketing, SEO, HTML, PPC, A/B Testing, Organic Search, Online Marketing, Digital Media, Online Advertising, Marketing Strategy, WordPress, Social Media Marketing, Direct Marketing, MS Excel Pivot Tables, Market Research, Analytics, Time Management, Marketing, Finance, PowerPoint, Training, Microsoft Office, Social Networking, Business Strategy
Education
San Diego State University-California State University 2012 — 2014
Bachelor of Science (BS), Marketing
Orange Coast College 2009 — 2012
Associate of Science (AS), Business Administration and Management, General
Independent Broker March 2005 - Present
Skills
Term Life Insurance, Whole Life, Life Insurance, Universal Life, Health Insurance, Fixed Annuities, Disability Insurance, Insurance, Property & Casualty..., Commercial Insurance, General Insurance, Long-term Care, Insurance Brokerage, Long Term Care Insurance, Medicare, Employee Benefits, Brokers, Accident, Commercial Lines
Education
UNLV
Independent Broker February 2013 - Present
Skills
3PL, Transportation..., Cold Calling, Freight, Transportation, Logistics Management, Trucking, Sales Management, Truckload, Logistics, Account Management, Air Freight, Container, LTL, Dispatching, Sales, Supply Chain
Education
Abilene Christian University 1994 — 1999
Bachelor of Applied Science (B.A.Sc.), Psychology
Real Estate Broker January 2005 - Present
Home Buyers Realty Team 2005 - Present
Independent Broker 2002 - Present
Independent Broker October 2000 - Present
Independent Broker 2000 - Present
Preferred Real Estate 2000 - 2002
Skills
REO, Listings, HUD, Short Sales, Foreclosures, First Time Home Buyers, Investors, Single Family Homes, SFR, New Home Sales, Buyer Representation, Real Estate, Residential Homes, Real Property, Investment Properties, Income Properties, ABR, Sellers, Real Estate Transactions, Referrals, FHA, Relocation, Buyers, Move Up Buyers
Education
Chabot College
Law and Real Estate
High Tech Lending, Inc. May 2013 - Present
Independent Broker June 1984 - Present
self employed June 2013 - Present
Marc Rutenberg Homes, Inc. 1998 - 2000
Skills
Entrepreneurship, Single Family Homes, Reverse Mortgages, Marketing, Mortgage Lending, Social Networking, Real Estate, First Time Home Buyers, Strategic Planning, Residential Homes, Leadership, Sales, Team Building, Sellers, Property Management, Property Flipping, Creative Writing, REO, Foreclosures, Referrals, Short Sales, Investors, Notary Public, New Home Sales, Real Estate Transactions, Refinance, Mortgage Banking, Loan Origination, Small Business, Investments, 1031 Exchanges, FHA, Real Property, Real Estate Financing, Escrow, Real Estate License, Move Up Buyers, Brokerage, Title Insurance, Loan Modifications
Education
Florida Mortgage Broker School
new NMLS mortgage loan originator designation
Bert Rogers School
Mortgage Broker pre-licensing
Bert Rogers School of Real Estate
Real Estate Brokerage
College of Lake County
Real Estate
Harper College
Business Administration
CMP Capital December 2001 - Present
Independent Broker November 2001 - April 2005
US Bancorp Oliver Allen November 1998 - October 2001
Skills
Sales Management, New Business Development, Small Business, Start-ups, Sales, Account Management, Strategic Planning, Marketing, Pricing, Negotiation, Credit, Operations Management, Selling, Finance, Transportation, Customer Service, Vehicles, Sales Process, B2B, Team Building, Trucking, Loans, Business Planning, Business Strategy, Cold Calling, Contract Negotiation, Customer Satisfaction, Direct Sales, Forecasting, Inventory Management, Program Management, Purchasing, Sales Operations
Education
California State University-Fullerton 1987 — 1992
Bachelor's degree in Communication, Marketing and Advertising
Atlas Studios October 2012 - Present
Clay Pell for Governor June 2014 - September 2014
Independent Broker June 2012 - October 2012
New York Life Insurance Company December 2011 - May 2012
Chad Kennedy Small Business Services 2012 - 2012
McLaughlin and Moran November 2007 - October 2011
Skills
Microsoft Office, Life Insurance, PowerPoint, Social Media, Microsoft Word, Web Design, Content Management, Term Life Insurance, Insurance, Disability Insurance, Research, Event Planning, Retirement Planning, Public Relations, Training
Education
University of South Carolina-Columbia 2006 — 2009
Business Administration and Management, General
University of Rhode Island 2009 — 2011
Finance, General
South Kingstown High School 2002 — 2006
Charles Schwab February 2014 - Present
Independent Broker November 2006 - February 2014
Skills
Series 6, Strategic Financial..., Recruiting, Customer Service, Insurance, Public Speaking, Life Insurance, Financial Services, 529 Plans, Series 63, Financial Education, Variable Annuities, Coaching, Management, FINRA, Mutual Funds, Banking, Retirement, Training, 401k, Fixed Annuities, Term Life Insurance, Sales, Retirement Planning, Strategic Planning, Leadership, Financial Advisory, Call Center, Investments, Small Business, Marketing, Investment Strategies, Mortgage Lending, Social Networking, Team Building, Leadership Development, Financial Risk, Interviews, Finance, Conflict Resolution, Human Resources, Staff Development, Organizational..., Employee Training, Policy, College Savings Plans, Customer Relations, FINRA Series 6, Series 26, Series 65
Education
Arizona State University 2007 — 2010
Bachelor of Arts, Interdisciplinary Studies
High School Diploma Brophy College Preparatory High School 2003 — 2006
Kool View Co., Inc. January 2015 - Present
Independent Broker 2011 - Present
Z Wireless - Verizon Premium Wireless Retailer July 2014 - February 2015
Wyndham Vacation Ownership June 2013 - August 2014
U wireless Cell Phone Outlet December 2011 - March 2014
RE/MAX 1996 - 2011
Real Estate Investor 1996 - 2010
FirstWeber Group Realtors 1994 - 1995
Century 21 1991 - 1994
T-Systems International 1987 - 1994
Skills
Real Estate, Investment Properties, New Home Sales, Residential Homes, Sales, Real Estate Transactions, Property Management, Rentals, Real Estate Development
Education
Keller Graduate School of Management of DeVry University 2013 — 2019
Master of Business Administration (MBA), Customer Experience Management, N/A
National University 1991 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Madison Area Technical College 2006 — 2006
Spanish, 4.0
San Diego Mesa College 1988 — 1990
Liberal Arts
University of Wisconsin-Madison 1986 — 1987
Music
Coursera 2012 — 2012
Business/Commerce, General, n/a
Fort Atkinson High School 1982 — 1986
High School Diploma, College Prep
Coldwell Banker Residential Brokerage January 2012 - Present
Bookkeeping Solutions May 2010 - November 2012
Independent Broker May 2011 - January 2012
San Jose State University May 2009 - May 2010
Chevron January 2008 - January 2010
Skills
Single Family Homes, Real Estate, Real Estate Transactions, Contract Negotiation, Foreclosures, Short Sales, REO, Bookkeeping, Engineering, Buyer Representation, First Time Home Buyers, Residential Homes, Negotiation, Investment Properties, New Business Development, Property, Customer Service, Relocation, Property Management, Referrals, Finance, Small Business, Sellers, Investors, Selling, Sales
Education
San Jose State University 2009 — 2010
Master of Science (M.S.), Chemical Engineering
State University of New York at Buffalo
B.S, Chemical Engineering
Independent Broker May 2012 - Present
Harlem Staging & Interiors 2012 - Present
Souther Hospitality 2006 - 2008
Skills
Management, Microsoft Word, Sales, Training, Interior Design, Real Estate Transactions, Food & Beverage, Food Safety, Food Industry, Commercial Interiors, Real Estate, Social Media Marketing
Education
Turner School of Construction 2015 — 2015
Construction Management, Certification
City University of New York-Hunter College 2014 — 2015
Interior Design
Macomb Community College 2006 — 2007
Interior Design
Knoxville College
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
University of Tennessee-Knoxville
Food Lodging and Tourism
Independent Broker. November 2009 - Present
Independent Broker November 2009 - Present
NAPUS 1976 - 2013
U. S. Postal Service November 1973 - January 2008
USPS 1980 - 2003
Skills
Customer Service, Microsoft Office, Negotiation, Coaching, Excel, Budgeting, Customer Relations, Administration, Word, Strategic Planning, Problem Solving, Analysis, Policy, Government, Change Management, PowerPoint, Planning, Process Improvement, Contract Negotiation, Accounting, Budgets, Microsoft Excel, Microsoft Word, Project Planning, Employee Relations, Sales, Team Building, Supervisory Skills, Public Speaking, Employee Benefits, Leadership, Operations Management, Leadership Development, Insurance, Program Management, Training, Recruiting, Process Scheduler, Management, System Administration, Inventory Management, Retirement, Customer Satisfaction, Life Insurance, Marketing, Retirement Planning, Long-term Care, Disability Insurance, Small Business, Account Management
Education
Iowa State University 1972 — 1974
Business
Independent Broker January 2015 - Present
United Yacht Sales June 2012 - January 2015
South Jersey Yacht Sales January 1900 - June 2012
Milestone January 1972 - June 1998
Skills
Yachting, Boating, Boat, Sailing, Maritime, Marinas, Marine Engineering, Shipbuilding, Maritime Operations, Ports, Yacht Deliveries, Fishing, Contract Negotiation, Navigation, Sales Management, Shipping, Negotiation, Brokerage, Sales, Marketing Strategy, Ocean, International Shipping, Online Marketing, Marketing, Team Building, Marine Survey, Marine Industry, Yacht Charters, Charter, Cruises, International Sales, Scuba Diving, ISM, Marine Operations, Diving
Education
Hackettstown High School 1900 — 1900
Stevens Institute of Technology
BE, Engineering
Independent Broker September 2008 - Present
Lockheed Martin Aeronautics November 2004 - June 2007
Databeacon (IBM Cognos) June 2001 - July 2002
Business Objects/ Crystal Decisions. (Aquired by SAP) July 1997 - June 2001
Platinum Technologies November 1995 - July 1997
Docucorp International (acquired by Oracle) June 1994 - January 1996
Bell Atlantic/Nynex April 1992 - May 1994
Tandem Computers/Digital Equipment Corp. (Acquired by Hewlett Packard) September 1983 - January 1992
NCR Corporation 1977 - 1983
Skills
SaaS, CRM, Business Development, Sales Operations, Management, Sales, Sales Management, Program Management, Analytics, Strategic Planning, Team Leadership, Marketing, Marketing Strategy, ERP, Data Warehousing, Consulting
Education
University of Arizona, Eller College of Management 1973 — 1977
BS
Transamerica Life Insurance Company June 2011 - Present
Independent Broker 2014 - 2014
Mutual of Omaha 2014 - 2014
U.S. Department of Education October 1987 - October 2005
United States Department of Defense 1978 - October 1987
Skills
Insurance, Fixed Annuities, Life Insurance, Customer Service, Strategic Planning, Employee Benefits, Health Insurance, Public Speaking, Term Life Insurance, Disability Insurance, Retirement Planning, Long-term Care, Team Building, Coaching, Microsoft Office, General Insurance, Income for life, Dental Insurance, Retirement Savings, College Savings Plans, Student Financial Aid, Life & Health Insurance...
Education
U.S. Air Force 1978 — 1989
Bachelor's of Science, Business Administration and Management, General
University of Maryland University College 1982 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Smithtown High School East
Smithtown High School East
Client Creation Systems April 2007 - Present
TruthfulInsuranceInfo.com January 2001 - Present
Independent broker July 1992 - January 2001
Farmers Insurance Group February 1990 - July 1992
Skills
Term Life Insurance, Marketing, Health Insurance, Disability Insurance, Small Business, Fixed Annuities
Education
Cal State Fullerton
Burning the Midnight Oil
Masters, Marketing and Business Success
School of Hard Knocks
BA, Tenacity
Blue Sea Services LLC December 2012 - Present
Platinum Commercial 2012 - Present
Independent Broker 2011 - Present
Talk Fusion March 2012 - Present
LifeStyle Properties February 2004 - December 2012
Century 21 Heartland Realty March 1996 - February 2004
Skills
Distressed Asset..., Real Estate Auctions, Real Estate Development, Real Estate Transactions, Senior Living Investment, Real Estate Investment, Distressed Property, Small Business Financing, SBA Lending, Commercial Real Estate..., Commercial Real Estate, Real Estate, Investment Properties, Sellers, REO, Investments, SBA, Small Business, Brokerage, Loans, Property, Refinance, Commercial Lending, Property Management, Real Estate Financing, Disposition, Credit, Investors, Leases, Finance, Asset Management, Underwriting, Marketing, Funding, Banking
Education
Missouri Auction School
Auctioneer - Colonel, Real Estate Auctions
Emporia State University 1966 — 1970
Bachelor of Science Business, Business Administration
Independent Broker January 2012 - Present
ERA Showcase Properties & Investments January 2002 - December 2011
Coldwell Banker HomeTeam Realty December 2006 - April 2009
ERA Crawford & Associates Realty January 2000 - 2002
1st Saylor Realty Better Homes & Gardens November 1994 - June 1998
Skills
Real Estate, Home, Investments, Realty, Referrals, Graduate of Real Estate..., Historical Homes..., Valuations, Sellers, First Time Home Buyers, Buyer Representation, Foreclosures, Graduate Real Estate..., Investment Properties, Listings, Property, REO, Real Property, Relocation, Short Sales, Single Family Homes, Valuation
Education
Southwestern Community College 2013 — 2015
Associate of Arts (A.A.), Business, 4.0
First School of Real Estate 1993 — 1993
Broker, General Real Estate & Real Estate License Law
Murray High School 1968 — 1981
Graduate, General
Vertec Polymers, Inc May 2011 - Present
TSW Consulting March 2008 - December 2012
NICEP 2008 - December 2012
Independent Broker April 2004 - December 2012
Skills
Insurance, Customer Service, Sales Management, Fixed Annuities, Estate Planning, Management, Sales, Strategic Planning, Retirement Planning, New Business Development
Education
Liberty University
Independent Broker December 2013 - Present
Capella University April 2013 - Present
Freeze the Moment LLC November 2008 - Present
Skills
Medicare Consultant, Senior Advisor, Life & Health Insurance..., Final Expense Planning, Annuity Sales, Short & Longterm Care..., Estate Planning, Licensed in South..., Life Insurance, Retirement, Financial Planners, Insurance, Employee Benefits, Retirement Planning, 401k, Financial Advisory, Fixed Annuities, Income Protection, Long Term Care Insurance, Series 63, Strategic Financial..., Series 7, Medicare, Disability Insurance, Health Insurance, Defined Benefit, General Insurance, Whole Life, Reinsurance, Leadership, Critical Illness, Claim, Pensions, Underwriting, Health Care Reform, Defined Contribution, Executive Pay, Universal Life, Savings, ERISA, Wealth, Term Life Insurance, Actuarial Science, Benefits Administration, Pension Administration, Workday, Personality Assessment, Employee Surveys, CISA, IRAs
Education
Capella University 2013 — 2015
Master's degree, Psychology, 3.85 GPA
University of Phoenix 2009 — 2013
Bachelor of Science (B.S.), Psychology, 3.74
Laurel High School 1971 — 1974
High School Diploma
Independent Broker May 2011 - Present
Clearwire September 2010 - November 2010
Cricket Communications May 2009 - September 2010
Charterhouse Ventures LLC June 2007 - May 2009
American Personal Communications/Sprint/Sprint Nextel 1996 - 2007
American Personal Communications 1996 - 1996
American Personal Communications 1995 - 1996
Skills
Operations Management, Retail Management, Personnel Development, Store Management, Personal Development, Sales Management, Distribution Strategies, Leadership, Retail, Wireless, Management, Sales, Telecommunications, Customer Service, Program Management, Training, Selling, Marketing, Sales Process, Call Centers, Sales Operations, Strategy, Solution Selling, Customer Retention, Team Leadership, Negotiation, Direct Sales, Customer Experience, Customer Satisfaction, Channel Partners
Education
University of Maryland University College
BS In Progress, Management Studies
Prince George's Community College 1980 — 1984
Associate of Arts, Business Management
Vape CTS (Parent Company Closed Tank System Corporation) January 2015 - Present
Baker White Inc. October 2014 - December 2014
Vapor Hub International March 2014 - July 2014
Space Jam Juice, LLC September 2013 - November 2013
Cost Segregation Services, Inc. CSSI June 2013 - August 2013
Private Capital Network January 2012 - January 2013
Independent Business Consultant January 2007 - January 2013
Independent Broker July 2010 - April 2011
Rankmark.com November 2008 - November 2009
Sonartec October 2007 - February 2008
Skills
Funding, Entrepreneur, Start-ups, Private Equity, Expansion, Strategic Partnerships, Business Planning, Business Strategy, Strategy Development, Management Consulting, New Business Development, Investors, Business Growth, Investments, Marketing Strategy, Strategic Planning, Executive Management, Small Business, Business Valuation, Consumer Products, International Business, Business Expansion, Entrepreneurship, Contract Negotiation, Strategy, Venture Capital, Real Estate, Leadership, Competitive Analysis, Business Development, Management, Forecasting, Advertising, Marketing, P&L Management, Due Diligence, Consulting, Product Development, Mergers & Acquisitions, Corporate Development, Finance, Restructuring, Project Management, Banking, Valuation, Strategic Consulting, Portfolio Management, Corporate Finance, Investor Relations, International Sales
Education
The University of Texas at Austin
Independent Broker January 2009 - Present
Several Developers 2001 - 2009
Douglas Elliman Real Estate 1989 - 1999
Skills
Real Estate, Investment Properties, Brokerage, Selling, Residential Homes, Relocation, Referrals, Leases, Marketing, Property, Investments, First Time Home Buyers, Real Estate Transactions, Condos, Rentals, Public Speaking, Investors, Sellers, Sales, Property Management, Luxury, Real Estate Development, Trainings, Real Estate Financing, Apartments, Real Property, Buyers, Listings, New Home Sales, Disposition, Corporate Real Estate, Tenant, Appraisals, Negotiation, Management, Dispositions, Buyer Representation
Education
New York University 1994 — 1996
Independent Broker Process EngineerNorthrop Grumman Mission SystemsMay 1996 - September 2009
Northrop Grumman IT 1986 - 2000
Skills
Program Management, Quality Assurance, Systems Engineering, Engineering, Management, PMP, Software Documentation, CMMI, Testing, Military
Education
University of California, Los Angeles 2000 — 2002
Systems Engineering
University of Southern California 1987 — 1988
Master of Science (MS), Systems Management
Chaminade University of Honolulu 1979 — 1983
BS, Business management
Independent Broker February 2009 - Present
Nebraska Wine and Spirits March 1994 - January 2007
United Distillers April 1991 - March 1994
Skills
Customer Service, Strategic Planning, Health Insurance, Management, Small Business, Microsoft Office, Insurance, Marketing, Leadership, Sales Management, Project Management, Account Management, Long-term Care
Education
University of Nebraska-Lincoln 1981 — 1986
CRIMINAL JUSTICE
University of Nebraska-Lincoln 1981 — 1986
Bachelor of Science, Criminal Justice
MorningStar Senior Living May 2015 - Present
Leisure Care LLC March 2014 - April 2015
Leisure Care February 2013 - February 2014
Leisure Care, LLC February 2011 - February 2013
Diane C. Lozier July 1988 - February 2013
Sequel, LLC A Senior Move Management Company May 2010 - January 2011
AFTER 55 Housing and Resource Guide March 2009 - February 2010
Dominion Enterprises July 1999 - February 2010
For Rent Media Solutions July 1999 - March 2009
Independent Broker July 1989 - July 1999
Skills
Advertising, Online Advertising, Marketing Strategy, Sales Management, Sales, Event Planning, Social Media, Marketing, Account Management, Public Speaking, Marketing Communications, Customer Service, Team Building, Social Media Marketing, Budgets, Lead Generation, Selling, Management, Contract Negotiation, Real Estate, Outside Sales, Property Management, Event Management
Education
Colorado State University
Advanced Master Gardening
Mercyhurst College
Art
Independent Broker April 2010 - Present
Bella Landscaping January 2010 - Present
Cherry Creek Properties, LLC January 2010 - January 2011
Metro Brokers July 2004 - August 2009
Your Castle Real Estate August 2003 - August 2004
McConnell Construction January 1996 - January 2001
Skills
REO, Sellers, Contract Negotiation, Investment Properties, Selling, Real Estate, Property, Residential Homes, Negotiation, Leadership, Marketing, Buyers, Condos, First Time Home Buyers, Investors
Education
Midland Luthern College 1992 — 1996
Fort Lupton High 1989 — 1992
Midland University
ARCADIA Global Realty February 2011 - Present
Independent Broker 2009 - 2011
Guckenheimer 2008 - 2009
Manila Manila Restaurant 2001 - 2003
Luxasia Pte Ltd 1996 - 1998
International Freeport Traders, Inc. 1992 - 1996
Allied Bank 1990 - 1992
Skills
Real Estate, Residential Homes, Sellers, First Time Home Buyers, Microsoft Office, Customer Service, Microsoft Excel, Buyer Representation, Single Family Homes, REO, Condos, Selling, Real Estate Transactions, Sales, Marketing Strategy, Marketing
Education
De La Salle University 1986 — 1989
Bachelor of Science, Business Administration, Management and Operations
Independent Broker April 2013 - October 2014
Hilton Virginia Beach Oceanfront / Sheraton Oceanfront Hotel April 2003 - March 2013
Skills
Insurance, Asset Protection, Retirement Planning, Annuity Sales, Estate Planning, Key Person Protection, 401k Rollovers, Small Business, Wealth Preservation..., Gifting Strategies, Protection..., Succession Planning, Legacy Planning, New Business Development, Business Exit Strategy, Business Insurance..., Business Succession..., Buy-sell Agreements, Charitable Gift Planning, Charitable Gift..., Multi-generational..., Permanent Life Insurance, Grandchild Gifting, Seminar Marketing, Term Life Insurance
Education
NYLIC University
Eastern Michigan University
st. augustine's college
Independent Broker January 2013 - Present
Aflac October 2012 - January 2013
ProWave Diagnostics January 2012 - 2013
Progressive Medical January 2007 - April 2009
Freedom Mobility January 2003 - December 2007
Skills
Account Management, Medical Devices, Sales Management, New Business Development, Capital Equipment, Sales, Marketing Strategy, Key Account Management, Customer Service, Direct Sales, Cold Calling, Product Development, Sales Operations, Selling, Sales Process
Education
Central Missouri State University 1994 — 1998
College of the Ozarks 1993 — 1994
ABoR 2013 - Present
ABoR 2014 - Present
Real Tree Realty May 2009 - Present
Independent Broker December 2007 - August 2012
Keller Williams Realty Austin 2000 - 2007
Skills
Real Estate, Property Management, Investment Properties, Sellers, Condos, Brokerage, Real Estate Transactions, Leases, Residential Homes, Buyer Representation, First Time Home Buyers, New Home Sales, Listings, 1031 Exchanges, Single Family Homes, Investors, ABR, Seller Representation, Referrals, Foreclosures, Relocation, Real Property, Vacation Homes, New Homes, Relocation Buyers, Move Up Buyers, Townhomes, National Association of..., REO
Education
Austin Institute of Real Estate
Instructor
Ferris State University
Independent Broker January 2005 - Present
Melly Co Graphics & Content January 2003 - Present
Domain Market May 2010 - February 2011
Education
Barton County Community College 2000 — 2003
Whitesburg Highschool 1996 — 1999
Independent broker March 2001 - Present
Skills
Long-term Care, Estate Planning, Disability Insurance, Insurance, Long Term Care Insurance, Small Business, Leadership, Retirement Planning, Health Insurance, Retirement, Financial Services, Life Insurance, Fixed Annuities, Certified Long Term Care, IRAs, Wealth Accumulation, 401k, Strategic Financial..., Employee Benefits, Underwriting, Wealth Management, Financial Advisory, 401k Rollovers, Term Life Insurance, Succession Planning, Asset Allocation, Finance, Medicare, Portfolio Management, Time Management, Asset Protection, Legal Liability, Claim, Whole Life, Marketing Strategy, Sales, Customer Service, Management, Team Building
Education
Suffolk University 1999 — 2001
MS, School of Counseling
Suffolk University - Sawyer School of Management 1999 — 2001
MPA/MS, Master of Science
Salem State University 1985 — 1991
BSW, Social Work
Marlborough HIgh School 1981 — 1985
diploma
Independent Broker 2008 - Present
Genworth Financial 2000 - 2005
Travelers 1992 - 2000
American Express 1989 - 1992
Skills
Microsoft Excel, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C
Education
State University of New York College at Oswego 1975 — 1978
Bachelor of Science (BS), Industrial Arts and Technology
Islip High School
Independent Broker
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Teaching, Photoshop, HTML, Strategic Planning, Budgets, Editing, C++, C, Java
Education
The University of Texas at San Antonio
Bachelor of Business Administration (BBA), Art Appreciation/Radio Television Film
Source Intelligence March 2014 - Present
Independent Broker November 2012 - Present
NORTH COAST SINGERS April 2012 - June 2013
SAN DIEGO YOUNG ARTISTS SYMPHONY August 2008 - June 2013
NABORS REAL ESTATE CONSULTING SERVICES August 2003 - December 2004
EMAGINE.COM August 1999 - January 2000
BAY BROKERAGE COMPANY June 1995 - October 1996
ALLIED SYSCO May 1994 - June 1995
Skills
Organization Skills, Marketing, Certified Fund Raising..., Sales, cold calling, Management, Non-profits, Real Estate, Real Estate Transactions, Real Estate Development, Real Estate Economics, Real Estate Investor, Real Estate Negotiating
Education
University of San Francisco 2006 — 2007
MBA, Finance and International Business
University of California, Berkeley 1992 — 1994
Bachelor of Science, College of Natural Resources
Tecnologico de Monterrey Irapuato
USHEALTH Advisors April 2009 - Present
Independent Broker 2001 - 2007
Skills
Leadership Development, Sales Recruitment, Small Business, Recruiting, Employee Benefits, Sales Management, Team Building, Health Insurance, Term Life Insurance, New Business Development, Customer Service, Strategic Planning, Insurance, Life Insurance, Public Speaking, Budgets, Talent Acquisition, Sales, Marketing, Business Development, Training, Critical Illness, Healthcare, Outlook, Disability Insurance, Process Improvement, Management, Leadership, Licensed Life & Health...
Education
University of California, Los Angeles
BA, Communication and Media Studies
University of Colorado at Boulder - Leeds School of Business
BS, Business, Management, Marketing, and Related Support Services
Independent Broker 2005 - Present
My Wealthy Advisor 2005 - Present
The Dick Irwin Group 2007 - 2012
Jim Pattison Auto Group 2008 - 2009
FM Global 2005 - 2008
Skills
Insurance, Strategic Financial..., Small Business, Strategic Planning, Investments, Risk Management, Public Speaking, Tax, Portfolio Management, Employee Benefits, Marketing, Savings, TFSA, Mutual Funds, Critical Illness, Life Insurance, Segregated Funds, Retirement Planning, Financial Planners, Retirement, RRSP, Disability Insurance, Financial Services, Mortgage Lending, Health Insurance, Wealth, Finance, RESP, Financial Advisory, Wealth Management, Securities, Estate Planning, Long Term Care Insurance, Fixed Annuities, Investment Advisory, Investment Strategies, Pensions, Personal Finance, Retirement Savings, Term Life Insurance
Education
Carleton University 1992 — 1997
BA, Biology/Psychology
Your-Jet Aviation, LLC June 2002 - Present
Pilot SIM Brokers September 2009 - Present
Your-Jet Aviation, LLC June 2002 - Present
Jet Aviation Flight Services, Inc February 2013 - May 2015
Independent Broker 2011 - 2015
David Wolfram Consulting DWC - Business & Marketing Consultants 2011 - 2013
The Society for Financial Awareness (SOFA) 2011 - 2012
Bombardier April 2010 - October 2010
JM Family Enterprises January 2008 - March 2009
Corum Homes LLC January 2007 - September 2007
Skills
Aircraft, Aircraft Maintenance..., Contract Aircraft..., consulting, Professional Pilot..., Piloting, Business Aviation, Crew Resource Management, Aircraft Broker, Aircraft Leasing, Business, Technology..., Wealth Preservation..., Personal Finance, Asset Protection, Buy-sell Agreements, Key Person Insurance, Group Health, Personal Planning, Retirement Solutions, Disability Insurance, College Savings Plans, Deferred Compensation, Whole Life, Term Life Insurance, Universal Life, Fixed Annuities, Annuities, Long Term Care, Medicare Supplements, Aircraft Accident..., Flights, Consulting, Aircraft Maintenance, Retirement, Plannning, Maintenance & Repair, Training, Wealth, Flight Safety, Aviation, Commercial Aviation, Command, Charter, Airports, Airlines, Flight Planning
Education
Embry-Riddle Aeronautical University 1988 — 1989
BS Aeronautical Studies, Flight and Aviation Maintenance Technology
Boone High School Class of 81 1979 — 1981
FlightSafety International 1998 — 2015
Recurrent training CRJ (CL-65), Type training and Recurrent training LR-45 and BE-350
CAE SimuFlite 2006 — 2006
Global/International Operations Training
Bombardier Customer Training 1997 — 2008
Initial type training CRJ (CL-65), Recurrent training LR-45
Right Management 2009 — 2009
Independent Broker April 1990 - Present
1st American Funding April 2002 - January 2011
Education
High School 1958 — 1960
Graduate, Academic
University of Hawaii - College of Business Administration
AA, Business Admimistration
Independent Broker July 2006 - Present
Strategic Asset Services October 2014 - March 2015
Independent Valuations February 1999 - December 2010
RESIDENTIAL REAL ESTATE APPRAISAL February 1999 - December 2010
Fischer & Company August 1997 - February 1999
SAVINGS OF AMERICA September 1993 - August 1997
Jackson Claborn, Inc April 1991 - August 1993
Skills
Real Estate, Real Estate Investment, Appraising, Condos, Buyer Representation, Valuation, Commercial Real Estate, Investment Properties, Residential Homes
Education
The University of Texas at Dallas 1988 — 1990
BA, Econimics and Finance
Enclave Data Solutions January 2006 - Present
Independent Broker October 2001 - November 2005
Armstrong Enterprise Communications October 1999 - September 2001
Association Technology Solutions March 1996 - July 1999
First Financial Management Corp. 1980 - 1991
Mid Continent Computer Service 1980 - 1991
Education
Colorado State University-Pueblo 1976 — 1979
AS, Information Technology
Independent Broker February 2015 - Present
Edward Jones July 2012 - February 2015
3i Financial Group Inc. October 2008 - July 2012
RBC Wealth Management August 2010 - December 2011
RBC Wealth Management 2008 - August 2010
Combined Insurance United States 2007 - 2008
Primerica Financial Services 2007 - 2007
Skills
Wealth Management, Investments, Financial Planning, Retirement, Insurance, Retirement Planning, Risk Management, Estate Planning, Alternative Investments, Relationship Management, Mutual Funds, Financial Advisory, Portfolio Management, Sales Management, Product Development, Segregated Funds, Critical Illness, Program Management, Fund Analysis, Sales and Marketing, Disability Insurance, Life Insurance
Education
Seneca College of Applied Arts and Technology 2008 — 2009
Certificate, Financial Services Practitioner
University of Science &Technology 1993 — 1997
B.Sc, Physics
Coldwell Banker Commercial, NRT January 2012 - Present
The Energy Exchange July 2003 - Present
KW Commercial - The National Group October 2008 - January 2012
Keller Williams Commercial Division 2008 - January 2011
Independent Broker 1996 - 1999
National Real Estate Clearinghouse 1992 - 1996
Skills
Business Valuation, Due Diligence, Auctioneering, Real Estate, Brokerage, Selling, Real Estate Investment, Investment Properties, Real Estate Development, Disposition, Residential Homes, Real Estate Transactions, Auctions, Commercial Real Estate, Leases, Real Estate Economics, Single Family Homes, Property, Apartments, Tenant, Landlords, Investors, Property Management, Portfolio Management, Corporate Real Estate, Retail, Location Intelligence, Sellers, Sales, Land Acquisition, Condos, REO, Management, Contract Negotiation, Real Estate Financing, Dispositions
Education
Northeastern University 1983 — 1988
BS, Finance and Insurance
CCIM
TransCare March 2015 - Present
Levi and Associates November 2009 - Present
New York Life Insurance Company August 2008 - November 2009
Independent Broker October 2006 - September 2008
Skills
Disability Insurance, Term Life Insurance, Life Insurance, Fixed Annuities, Employee Benefits, Long-term Care, Insurance, Health Insurance, Long Term Care Insurance, Retirement Planning, Brokers, Retirement, Universal Life, Whole Life, Sales, Underwriting, Small Business, Investments, Estate Planning, 401k, Health Savings Accounts, Financial Planning, Financial Planners, Mutual Funds, Group Insurance, IRAs, Financial Services, Commercial Insurance, College Savings Plans, Key Person Insurance, Series 6, Buy-sell Agreements, Fixed Income, Accident, Critical Illness, General Insurance, Investment Advisory, Medicare, Wealth Accumulation, Wealth Management, Financial Advisory, Workers Compensation, Group Medical, Insurance Brokerage, Legal Liability, Permanent Life Insurance, Professional Liability, Strategic Financial..., Property, EMT
Education
College of New Rochelle 2012 — 2015
Bachelor of Arts (B.A.), Political Science and Government and business administration
Manhattanville College 1996 — 1998
Political Science/Legal studies
Westechester Community College
Accidental Life and Health Series 63 and 6
Independent Broker
Skills
Life Insurance, Health Insurance, Medicare Supplements, Indexed Annuities, Fixed Annuities, Business Overhead..., Disability Insurance, Long-term Care, Key-Person Plans, Buy-Sell Funding Plans, Education Funding, Retirement Planning, New Business Development, Solution Selling, Networking /..., Sales Process
Education
Rutgers University-New Brunswick
Bachelor of Arts (BA)
Independent broker June 2006 - Present
Katlyn Consulting November 2005 - April 2009
Cenveo June 2003 - September 2005
Skills
Corporate Communications, Marketing Communications, Strategic Planning, Marketing Strategy, Newsletters, Employee Engagement, Sales, Change Management, Marketing, Training, Public Relations, Internal Communications, Strategy, Social Media, Leadership, Customer Service, Management, Public Speaking, Event Planning, Team Building, Program Management, Small Business
Education
University of Illinois at Urbana-Champaign
B.S. Communications, Advertising
The Marvin Gaye Project August 2013 - Present
Risk Management Consulting and Marketing April 2013 - Present
Independent Broker January 2013 - Present
Aflac District Coordinator June 2010 - January 2013
credit union June 2010 - January 2013
The Minor Football League 2009 - 2010
Skills
Employee Benefits, Disability Insurance, Team Building, Coaching, Insurance, Small Business, Life Insurance, Strategic Planning, Customer Service, Whole Life, Brokers, Accident, Universal Life, Group Insurance, Public Speaking, Training, Leadership Development, Marketing, Marketing Strategy, Marketing Communications, Online Marketing, Social Media Marketing, Digital Marketing, Sales Management, Sales Operations, Sales Process, Employee Training, Film Editing, Image Editing
Education
Norfolk State University 1988 — 1993
Business
Ic norcom 1983 — 1987
Independent Broker 2002 - Present
the former Elevation Magazine 2000 - 2002
Evoke Communications 1999 - 2000
The Boulder County Business Report 1996 - 1999
Rocky Mountain Sports Magazine 1994 - 1996
Skills
Marketing, Sales, Advertising, Lead Generation, New Business Development, CRM, Proposal Writing, Sales Management, Account Management, Building Relationships, Networking, Listening to customers, Deadline Driven, Marketing Communications, Fluent in Italian., Strategic Partnerships, Positive Personality, Result Oriented, Entrepreneurship, Social Media
Education
The University of Kansas
Bachelor of Science, Journalism, Advertising Core, Dean's Honor List
Nu Flow Phoenix September 2015 - Present
Nu Flow Phoenix September 2015 - Present
Independent Broker January 1998 - September 2015
Chenega Corp August 2010 - May 2013
The Boon Group March 2002 - October 2004
Arizona Airflow LLC. September 1995 - January 1998
Skills
Business Development, New Business Development, Training, Negotiation, Strategic Planning, Program Management, Recruiting, Leadership, Sales, Management, Employee Training, Employee Benefits, Strategy, Team Building, Government Contracting, Analysis, Human Resources, Contract Negotiation, Proposal Writing, Sales Process, Sales Management, Organizational..., Account Management, Budgets, Government, Cold Calling, Small Business, Sales Operations, B2B, Executive Management, Change Management, Team Leadership, Leadership Development, Business Process..., Business Strategy, Forecasting, Time Management, Training & Development, Emotional Intelligence
Education
Arizona State University 1987 — 2006
Bachelor's Degree, Psychology
Remax United April 2015 - Present
Merck March 2012 - April 2015
Independent Broker April 2010 - March 2015
Fonville Morisey Realty January 2006 - April 2010
Skills
Real Estate Transactions, Investment Properties, First Time Home Buyers, Foreclosures, Relocation, Buyer Representation, Short Sales, Real Estate, Residential Homes, Single Family Homes, Sellers, Contract Negotiation, Condos
Education
Liberty University
Cabela's August 2015 - Present
Independent Broker January 2014 - Present
Trinity Lodge - Diversicare June 2013 - Present
ALBERTA FLARES Energy Services Ltd. 2012 - 2013
Royal Hotel 2012 - 2012
AMC & Associates, CPAs September 2008 - February 2009
Skills
Accounting, Administration, Bookkeeping, Tax Preparation, Customer Service, Leadership Development, Microsoft Excel, Finance, Financial Accounting, Financial Reporting, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Time Management, Auditing, Financial Statements, Bank Reconciliation, QuickBooks, Accounts Payable, Accounts Receivable
Education
Southern Alberta Institute of Technology 2014 — 2016
Applied Degree / CPA Bridging, Business Administration ( Accounting )
Business Career College 2013 — 2014
Continuing Education Credits, Life Licensed Qualification Program
University of the East 2001 — 2006
Bachelor of Business Administration (B.B.A.), Accounting
Athabasca University
Open Studies
Northern Alberta Institute of Technology
Open Studies
T-Mobile August 2015 - Present
PayJunction January 2013 - Present
Professional Fighter December 2007 - Present
American Hotel Register December 2011 - September 2013
Independent Broker July 2008 - December 2011
Novo Nordisk Pharmaceuticals March 2007 - March 2008
Pfizer April 2006 - May 2007
Skills
Affinity Development..., Professional Pain..., Product Marketing, Account Management, Customer Service, New Business Development, Cold Calling, Sales, Leadership, Sales Management, Marketing Strategy, Negotiation, Strategy, Training, Sales Operations, Marketing, Direct Sales, Sales Presentations, Insurance, Selling, Analysis, Enterprise Software, Sales Process, Salesforce.com, Pricing, Healthcare, Team Building, Business Development, Pharmaceutical Sales, Management, Strategic Planning, B2B, Social Media, Social Networking
Education
New York Institute of Technology 1999 — 2001
MA, Communications
West Chester University of Pennsylvania 1996 — 1999
BA, Commnication Psychology
Neshaminy High School 1991 — 1993
Diploma, Liberal Arts and Sciences/Liberal Studies
None September 2015 - Present
Independent broker January 2014 - Present
Maricopa County Sheriff's Office April 2012 - Present
GWG Life September 2014 - September 2015
Strategic Funding Group, LLC December 2010 - December 2013
Succession Capital Alliance June 2007 - December 2010
Pacific Life February 2006 - June 2007
Pacific Life Insurance Company 2004 - 2006
MetLife 2001 - 2003
SunAmerica Retirement Markets 1995 - 2001
Skills
Health Insurance, Fixed Annuities, Disability Insurance, Long-term Care, Employee Benefits, Term Life Insurance, Retirement, Whole Life, Estate Planning, Wealth, Wealth Accumulation, Asset Protection, High Net Worth..., Succession Planning, Estate Tax Planning, Trusts, Financial Planners, Strategic Financial..., Small Business, Investment Advisory, Alternative Investments, Funding, Financial Services, Investments, Life Insurance, Wealth Management, Financial Planning, IRAs, Insurance, Sales, Financial Advisory, Series 7, Management, Retirement Planning
Education
CSUN 1991 — 1993
University of La Verne
BS, Business
Toole Farm June 1994 - Present
Generations, Inc. May 1994 - Present
Generations PIO (Passing It On) January 1990 - Present
PRCA January 1979 - January 1990
Independent Broker May 1980 - January 1981
Skills
Underwriting, Real Estate, Insurance, Investment Properties, Property, Mortgage Lending, Fixed Annuities, Leases, Due Diligence, Claim, Negotiation, Real Estate Transactions, Sales, Term Life Insurance, Management, Public Speaking, Team Building, New Business Development, Life Insurance, Sales Management, Leadership
Education
Southwestern Oklahoma State University 1978 — 1980
Bachelor of Arts (B.A.), Bs. Economics; Bs. Management, Junior through Senior
Western Oklahoma State College 1976 — 1978
Associate of Science (A.S.), General Studies, Freshman Through Sophomore
GEFCO an Astec Industries Co. February 2015 - Present
Southwest Oilfield Products Inc. September 2013 - January 2015
Independent Broker June 2010 - June 2013
Industrial Diesel Inc June 2005 - June 2010
Stewart & Stevenson January 1992 - January 2005
Skills
Intenational Sales..., New & Used Equipment, Power Generation..., Oil Field Equipement, Fluent Spanish, 20 years experience in..., Generators, Oilfield, Power Generation, Pumps, Heavy Equipment
Education
McPherson College
Mountain View College
Nephrology Practice Solutions May 2013 - Present
Nephrology Practice Solutions November 2010 - May 2013
Independent Broker June 2007 - June 2011
Bridgeway Health Solutions August 2006 - November 2010
Care1st Health Plan Arizona September 2005 - August 2006
PacifiCare Health Systems March 2003 - September 2005
PacifiCare Health Systems October 2001 - March 2003
Skills
Credentialing, NCQA, Managed Care, Medicaid, HMO, Healthcare, Payor Credentialing, Provider Enrollment, HIPAA, Physicians, Healthcare Industry, Medicare, Hospitals, Healthcare Management, Network Development, Provider Relations, EMR, Medical Billing, Revenue Cycle
Education
Northern Arizona University 2014 — 2016
Bachelor's Degree, Administration (BAS)
Chandler/Gilbert Community College 2011 — 2013
Associate of Applied Science (AAS), Organizational Management
Chandler Gilbert Community College 2011 — 2013
Certificate of Completion, Organizational Leadership
Independent Broker August 2014 - Present
Self-employed April 2009 - Present
WellCare Health Plans July 2010 - January 2014
Skills
Management, Customer Service, Microsoft Office, Leadership, Training, Strategic Planning, Recruiting, Project Management, Human Resources, Team Building, Microsoft Excel
Education
Alabama Agricultural and Mechanical University 1996 — 1997
Master of Science, Human Resources
Oakwood College 1989 — 1995
Bachelor of Science Degree, Business Managment
Independent Broker December 2010 - Present
CHAPMAN HALL REALTORS November 2001 - Present
Education
University of Alabama at Birmingham
Bachelor's Degree Marketing
Independent Foley Artist May 2011 - Present
Caffe Carrello August 2014 - Present
Independent Broker March 2013 - January 2014
California Fly Shop May 2009 - March 2013
San Mateo County- Peninsula Works. May 2008 - May 2009
Bear Creek Pursuit Paintball June 2005 - July 2006
Skills
Music, Music Industry, Music Production, Composition, Songwriting, Recording, Music Education, Piano, Event Management, Entertainment, Sound Design, Logic Pro, Sound, Audio Post Production, Songs
Education
Humboldt State University 2008 — 2012
Bachelor of Science, Sociology
College of San Mateo 2013 — 2014
Associate's Degree, Music Theory and Composition / Audio and Visual Media / Electronic Music
Summit Preparatory Charter High School 2004 — 2008
Independent Broker March 2011 - Present
Humana 2007 - 2011
Ocean Breeze Realty 2002 - April 2010
Skills
Health Insurance, Medicare, Insurance, Disability Insurance, Term Life Insurance, Brokers, Microsoft Excel, Health Savings Accounts, Medicare Part D, Medicare Supplements, Medicare Advantage
Education
Southern NH University
Torino Pharma August 2015 - Present
Moody Capital Solutions, Inc April 2015 - Present
BioSavita January 2014 - Present
Think Capital Advisors July 2008 - April 2015
MassMutual Financial Group April 2011 - December 2013
MidSouth Capital October 2009 - April 2011
TSG Partners February 2009 - December 2009
Moody Capital October 2007 - August 2009
MidSouth Capital Inc. (Growth Capital Partners, LLC) January 2005 - March 2008
Independent Broker July 2002 - November 2004
Skills
Investments, Financial Services, Strategic Financial..., Due Diligence, Securities, Wealth Management, Life Insurance, Financial Advisory, Asset Managment, Corporate Finance, Private Equity, Mergers, Financial Modeling, Asset Management, Finance, Valuation, Strategy, Mergers & Acquisitions, Retirement, Insurance, Investment Banking, Equities, Alternative Investments, Investor Relations, Portfolio Management, Mutual Funds, Venture Capital, Fixed Annuities, Business Development, Hedge Funds, Capital Markets, Funding, Emerging Markets, Investment Strategies, Investment Advisory, Investment Management, Asset Allocation, Financial Structuring, Private Placements, Series 7, Series 63, Executive Management, Restructuring, Capital, Trading, Corporate Development, IPO, Financial Markets, Financial Analysis, Financial Planners
Education
University of South Carolina - Darla Moore School of Business
Queens University of Charlotte 1992 — 1993
Wirtschaftsuniversität Wien 1991 — 1991
Global Marketing Program
Independent Broker May 2012 - Present
San Jose Police Department November 1978 - December 2008
Office of Human Relations 1988 - 1990
Skills
Emergency Management, Police, Customer Service, Enforcement, Healthcare, Private Investigations, Public Safety, Public Speaking, Cpr Certified, Community Outreach, Life Insurance, Retirement, Research, Outlook, Insurance, Small Business, Asset Protection, Executive Protection, Finance, Conflict Resolution, Criminal Investigations, Investigation, Risk Management, Leadership, Training, PowerPoint, Long-term Care, Government, Risk Assessment, Evidence, Event Planning, Supervisory Skills, Employee Benefits, Protection, Criminal Justice, Team Building, Non-profits, Budgets, Fraud, Retirement Planning, Policy, Internal Investigations, Coaching, Physical Security, Background Checks, Homeland Security, Wealth Management, Investments, Financial Services, Security Operations
Education
San Jose State University 1976 — 1978
BS, Physical Education
Independent Broker April 2014 - Present
Independent Broker July 2013 - June 2014
Altera Real Estate 2009 - 2010
First Team Estates January 2004 - February 2009
Prudential Real Estate Affiliates 1993 - 1995
Skills
Short Sales, Seniors, Mentoring, Troubleshooting, Teaching, Real Estate, Relocation, Customer Service, REO, First Time Home Buyers, Luxury, Residential, Foreclosures, Investment Properties, Sellers, Negotiation, Condos, Buyer Representation, Single Family Homes, Residential Homes, Real Estate Development, Contract Negotiation, Selling, Referrals, Real Property, Buyers, SFR, Listings, Property Management, Real Estate Transactions, Townhomes, Investors
Education
Real Estate 1978 — 2009
See below, Real Estate
Cerritos College 1959 — 1961
BA, History
Mobile Reach July 2014 - Present
Mobile Reach March 2013 - Present
Independent Broker January 2010 - January 2013
SAS May 2006 - February 2008
SAS February 2001 - May 2006
IBM January 1997 - February 2001
Skills
IT Asset Management, Mobility Strategy, Marketing Communications, Sales, Selling, Mobile Devices, IT Strategy, Enterprise Mobility, Customer Reference, First Time Home Buyers, Buyer Representation, Customer Service, IT Service Management, Customer Satisfaction, Ashtanga, Enterprise Software, Strategy, Yoga, Contract Negotiation, Investment Properties, New Home Sales, Management, Personal Training, Customer Experience, Home Staging, Meditation, Listings, REO, Short Sales, Foreclosures, Referrals, Negotiation, Customer Retention, Real Estate Transactions, Vinyasa, Yoga Nidra, Trail Running, Customer Relations, Relocation, Customer Focus, Business Strategy, Real Estate, IT Solutions, Rentals, Investors, Residential Homes, Sellers Agent, Home Sellers, Lead Generation, Sellers
Education
East Carolina University - College of Business
BSBA, Marketing
New Mexico State University
Independent Broker January 2004 - Present
Kaiser Hill - Rocky Flats Plant October 1989 - May 2005
Skills
First Time Home Buyers, Short Sales, Foreclosures, Condos, Real Estate, Buyer Representation, REO, Sellers, Single Family Homes, Relocation, Listings, New Home Sales, Townhomes, Real Property, Investors, Income Properties, Real Estate Transactions, Buyers
Education
University of Colorado Boulder 1972 — 1976
BS, Finance, Marketing
Mahwah Office of Emergency Management January 2007 - November 2013
Mahwah Community Emergency Response Team May 2004 - November 2013
Super Signs & Banners, Ltd. October 1995 - November 2013
The Office Center July 1991 - April 1995
Independent Broker 1984 - 1991
Weehawken Fire Department April 1982 - March 1987
Skills
Experienced Firefighter, Public Safety, Emergency Response, Emergency Management, Crisis Intervention, Strategic Planning, Leadership, Team Building, Training, Management, ICS Certified, Business Networking, Business Development, Business Management, Marketing, Sales, Customer Service, Product Development, Manufacturing, Graphic Design
Education
Montclair State University 1970 — 1973
Bachelor’s Degree, Psychology; Sociology minor, 3.2 CUM
Independent Broker July 2010 - Present
Cornell University April 2009 - July 2010
Europa Sports Products October 1997 - March 2009
Skills
Leadership, Team Building
Education
Appalachian State University 2005 — 2008
MBA, Walker College of Business
Independent Broker December 2006 - Present
Jets Today 2006 - 2011
Ingram Micro 1995 - 2001
Skills
Negotiation, Gold, Commodity, Business Strategy, Trading, Entrepreneurship, Investments, Business Development, Business Planning, Asset Management, New Business Development, Management Consulting, Due Diligence, Private Equity, Strategy, Strategic Financial..., Finance, Financial Modeling, International Business, Management, Strategic Planning, Start-ups, Venture Capital, Real Estate, Mergers & Acquisitions, Market Analysis, Corporate Finance, Valuation, Risk Management, International Trade, Portfolio Management, Financial Analysis, Emerging Markets, Executive Management, Funding, Restructuring, Alternative Investments, Hedge Funds, Project Finance, Joint Ventures, Financial Markets
Education
State University of New York at Buffalo
Bachelor of Business Administration (B.B.A.)
Independent Broker March 2010 - Present
Independent Broker December 2006 - March 2010
Independent Broker February 2003 - May 2006
Education
Philadelphia University 1996 — 2001
MBA, MBA
FireStar Services Inc. March 2007 - Present
Independent Broker June 2002 - Present
Fire Star Training Services Inc. August 2009 - January 2014
Scotiabank & Melon Bank North Pittsburgh June 1996 - May 1999
Skills
Operations Management, Payroll Administration, Banking, Coaching, Strategic Planning, Customer Service, Budgets, Payroll, Sales, Team Leadership, Marketing, Small Business, Public Speaking, Entrepreneurship, Leadership, Training
Education
Athabasca University 2013 — 2017
BA, Commerce/Finance
Durham College 1993 — 1996
3 year Diploma, Legal Administration
Independent Broker April 2006 - Present
Education
The Ohio State University 1991 — 1996
Landmark Realty September 2013 - Present
Independent Broker January 2011 - Present
Guardian Life Insurance Company April 1999 - December 2010
Park Avenue Club December 1994 - April 1999
Skills
Real Estate, Insurance, Project Planning, Retirement Planning, Estate Planning, Coaching, Home, REO, First Time Home Buyers, Business Planning, Customer Service, Contract Negotiation, Finance, FHA, Mortgage Lending, Foreclosures, Investors, Financial Analysis, CRM, Short Sales, Sales, Small Business, Sellers, Investment Properties, Selling, Property, Nonprofits, Start-ups, Real Estate Financing, Event Management, Strategic Financial..., Asset Management, Loans, Negotiation, Referrals, Commercial Real Estate, Marketing, Real Estate Transactions, Relocation, Condos, Real Estate Development
Education
North Central Jersey School of Business 2009 — 2009
Broker License, Real Estate
Weichert's Real Estate School 2006 — 2006
Real Estate license, real estate
LEAP 2000 — 2006
Financial Planning and Services
American College 1999 — 2002
Advanced Study, Insurance & Investments
University of Delaware 1978 — 1980
BS, Business & Finance
Virginia Intermont College 1975 — 1977
AA, Retailing
Independent Broker Director Tax OperationNHP1980 - 1983
Education
City University of New York-Brooklyn College 1961 — 1965
Southside Flying Pizza July 2005 - Present
Lakeside Pizza and Grill November 2006 - Present
Central Metro Realty March 2010 - Present
Independent Broker June 2010 - Present
Santa Lolla July 2009 - December 2012
Renaissance on the Ocean Realty May 2007 - June 2010
JPMorgan Chase April 1999 - April 2005
ARCO (ATLANTIC RICHFIELD COMPANY) 1979 - 1999
Atlantic Richfield - Brazil 1990 - 1994
Skills
Real Estate, Investments, Entrepreneurship, Retail, Marketing Strategy, Commercial Real Estate, Business Development, Marketing, Start-ups, New Business Development, Residential Homes, Selling, Market Planning, Finance, Sales, Management, Strategic Planning
Education
University of Illinois at Chicago 1976 — 1979
BS, Accounting and Math
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, Statistics
Lion-S Financial Group, LLC January 2006 - Present
Independent Broker 2004 - Present
AT&T Global Services November 2000 - November 2003
Skills
Real Estate Development, Project Management, Budgets, Strategic Planning, Technical Assistance, Sustainability, Procurement, Financial Analysis, Financial Modeling, Business Development, Public/Private Finance, Operations Management, Market Research, Strategic Sourcing, Entrepreneurship, Real Estate, Business Planning, Business, Due Diligence, Investment Properties, Residential Homes, Training, Real Estate Transactions, Project Planning, Investments, Finance, Management, Real Estate Economics, Analysis, Real Estate Financing, Leadership, Asset Management, Commercial Real Estate, Brokerage, Valuation, Loans, Contract Negotiation, Banking, Selling, Market Analysis, Property, Negotiation, Portfolio Management, Mergers & Acquisitions, Consulting, Investors, Acquisitions, Start-ups, Executive Management, Networking
Education
Ikoloji Sustainability Collaborative 2011 — 2012
Certification
ULI Real Estate Development Workshop 2008 — 2008
Arizona State University 2006 — 2007
Masters
Roosevelt University
Bachelor
PEER Services September 2014 - Present
The Home Depot September 2014 - Present
Independent Broker September 1982 - December 2011
Skills
Brokerage, Electronic Trading, Financial Futures, Commodity, Financial Options, Derivatives, Equities, Asset Management, Investments, Financial Markets, Trading, Fixed Income, Hedge Funds, Trading Systems, Interest Rate...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1984 — 1987
MBA, Finance
Carroll College 1977 — 1981
BS, Economics
School of Hard Knocks
VIP Platinum Travel November 2010 - Present
North Carolina Central University June 2009 - Present
Independent Broker September 2004 - February 2007
Skills
Cruises, Weddings, Public Speaking, Customer Service, Fundraising, Microsoft Office, Community Outreach, Research, Small Business, Leadership Development, Nonprofits, Insurance, Event Planning, Volunteer Management, Staff Development, Training, Team Building, Management
Education
North Carolina Central University
Masters, Public Administration
Blue Cross and Blue Shield Association 2012 - Present
Blue Cross and Blue Shield Association 2010 - 2011
KONE Inc. 2008 - 2010
Kensington International 2007 - 2008
Independent Broker 2002 - 2007
Citigroup 2001 - 2002
Verizon 1998 - 2001
Harris Corporation 1996 - 1998
Skills
Talent Acquisition, Applicant Tracking..., Executive Search, Recruiting, Talent Management, Onboarding, Employee Relations, Human Resources, Workforce Planning, Sourcing, Employer Branding, Benefits Administration, Personnel Management, College Recruiting, Performance Management, Temporary Placement, HRIS, Training, Recruitment Advertising, Interviews, Organizational..., Contract Recruitment, New Hire Orientations, Benefits Negotiation, Leadership, CRM, New Business Development, Employee Benefits, Management, Screening Resumes, Screening, Strategy, Leadership Development, Hiring, HR Consulting, SDLC, Internet Recruiting
Education
Quinlan School of Business, Loyola University Chicago 1994 — 1996
MSIR, Human Resources and Industrial Relations
University of Illinois at Urbana-Champaign 1990 — 1994
Bachelor of Science (BS), Psychology
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2012
Talent Management Institute-Executive Development Program
doTERRA Independent Product Consultant April 2010 - Present
Independent career counseling January 2008 - Present
Independent Broker August 1992 - Present
Realty One Group June 1992 - August 2011
Skills
Investment Properties, Referrals, Construction Management, Sales, Relocation, Real Estate, Marketing, Single Family Homes, Real Estate Development, Facilities Management, Negotiation, e-PRO, Sellers, Coaching, Vacation Homes, Real Estate Transactions, SFR, Social Media Marketing, Construction, Income Properties, Selling, Asset Management, 1031 Exchanges, REO, HUD, Time Management, New Home Sales, Investors, Contract Negotiation, Contract Management, Investments, Commercial Real Estate, Property Management, Listings, Residential Homes, Luxury, Customer Service, Resellers, FHA, Rentals, Brokerage, Escrow, Property, Short Sales, Career Counseling, Foreclosures, Strategic Planning, Condos, Buyer Representation, Wellness
Education
University of Santa Monica 2007 — 2009
masters, spiritual psychology
Independent Broker January 2010 - Present
Skills
Loans, Mortgage Lending, Refinance, Mortgage Banking, Loan Origination, Credit, Investments, Investment Properties, Residential Mortgages, Real Estate, Commercial Lending, Banking, Finance, Asset Management, Portfolio Management, Real Estate Financing, Investors, Real Estate Economics, Due Diligence, Financial Analysis, Retirement Planning, Strategic Financial..., Retirement
Education
Ramapo College of New Jersey 1979 — 1983
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services
Global View Capital Advisors January 2014 - Present
Independent Broker December 2007 - Present
Transamerica Financial Advisors, Inc., Transamerica Financial Group Division September 2010 - December 2013
Safety & Ecology Corporation (SEC) September 2005 - October 2007
Science Applications International Corporation (SAIC) January 2002 - September 2005
Science Applications International Corporation (SAIC) December 1992 - January 2002
Energy and Environmental Research Corporation (later General Electric Energy) April 1989 - December 1992
U.S. Department of Energy January 1987 - January 1988
Skills
Turnkey 401(k) with..., 401k, Investments, Retirement Solutions, Roth IRA, IRA's, Simple IRA, SEP, Solo 401(k), Fixed Annuities, Variable Annuities, Equity Indexed Annuities, Life Insurance, Long-term Care, Disability Insurance, Supplemental Health, Health Insurance, Employee Benefits, Insurance
Education
Penn State University 1981 — 1989
BS, MS, Fuel Science
Independent Broker March 2013 - Present
Self Employed January 2012 - Present
Cerebral Palsy State, Metro Services March 2004 - September 2011
Fountain House August 2003 - January 2004
Hope Community, Inc. August 2001 - February 2003
Skills
Event Planning, Fundraising, Mental Health, Community Development, Counseling, Microsoft Office, Social Media, Editing, Writing, Excel, Research, Word, PowerPoint, Microsoft Word, Microsoft Excel, Training, Nonprofits, Crisis Intervention
Education
New England College 2010 — 2013
Master of Arts (M.A.), Professional Writing
Columbia University - Graduate School of Architecture, Planning and Preservation 1999 — 1999
Architecture
Queens College 1993 — 1997
BA, Urban Studies
Independent Broker February 2003 - Present
Education
Front Range Community College 1990 — 1992
Independent Broker Assist home buyers with new home search in the Greater Sacramento area and help guide thru the escrow and loan process.Internet New Home ConsultantLennarJuly 2007 - June 2012
Winncrest Homes (Lennar) February 2002 - October 2006
Skills
New Home Sales, Short Sales, Internet, Sales Management, Customer Engagement, Buyer's Agent, First Time Home Buyers, Creative Writing
Education
Southern Oregon University
Bachelor of Fine Arts (B.F.A.), Acting
MARKRAFT CABINETS January 2005 - Present
Independent Broker March 2004 - March 2005
WILMINGTON MACHINERY January 2001 - January 2004
Education
Appalachian State University 1997 — 2000
BS Communications, Advertising / Marketing
Independent Broker January 2001 - Present
Numerous Lines September 1988 - May 2002
Maramor Candy Company May 1976 - January 1988
Vita Treatment Center June 1973 - March 1976
Skills
Supplements, Nutraceuticals, Nutrition, Holistic Health, Alternative Medicine, Natural Products, Beauty Industry, Wellness, Sports Nutrition, Wellness Coaching, Food, Skin Care, Mental Health, Traditional Chinese..., Treatment, Nutritional Counseling, Lifestyle
Education
The Ohio State University
BA, Social & Behavioral Science
Exit Realty Blaine Associates January 2013 - Present
Independent Broker March 2010 - January 2013
Loyola High School September 2001 - December 2001
Skills
Music, Short Sales, Jazz, Band, Dance, Teaching, Orchestral Music, Sellers, First Time Home Buyers, REO, Foreclosures, Buyer Representation, Listings, Single Family Homes, SFR, Real Estate Transactions, Real Estate, Condos, Move Up Buyers, 1031 Exchanges
Education
California State University-Los Angeles 1997 — 2000
BA, Music
Glendale Community College 1992 — 1997
none, General Education and Music
Diversified Benefits Agency February 2002 - Present
Independent Broker November 1974 - Present
Fortis Insurance Co. January 1990 - January 2002
Skills
Life Insurance, Health Insurance, Disability Insurance, Long Term Care Insurance, Medicare Supplements, Insurance, Customer Service, Universal Life, Whole Life, Term Life Insurance, Medicare, Small Business, Employee Benefits, Financial Services, Sales, Retirement, Long-term Care, IRAs, Retirement Planning, Brokers, Estate Planning, Finance, Health Savings Accounts, Financial Advisory, Critical Illness, Fixed Annuities, Investments
Education
The American College
CLU and ChFC, Financial Planning and Services
Social Security April 2011 - July 2013
Credential Leasing June 2009 - December 2009
Independent Broker 2009 - 2009
BBandT Equipment Finance March 2006 - May 2008
SAFECO Credit Company October 1992 - May 2003
Education
Saint Joseph's University 1972 — 1976
BS, Accounting, Finance
Your Favored Insurance Lady October 2007 - Present
Independent Broker October 2007 - Present
San Bernardino City Unified School District August 2006 - June 2007
Skills
Public Speaking, Coaching, Mentoring, Fundraising, Social Media, Small Business, Community Outreach, Teaching, Time Management, Event Planning, Sales, Team Building, Insurance, Leadership Development, Nonprofits, Employee Benefits, Social Networking
Education
California State University San Bernardino 1998 — 2006
Master Degree, Education
California State University-San Bernardino - College of Business and Public Administration 1998 — 2006
Bachelor's degree, Sociology
General Motors December 2012 - Present
Infinity Primary Care December 2011 - December 2012
Independent Broker 2010 - 2011
Ford Motor Company 1992 - 2009
Environ, Inc 1989 - 1991
Skills
Cash Flow Management, Budgeting, Cost Reduction..., Customer Relations, Spreadsheets, Financial Accounting, Financial Control, Internal Controls, Business Communications, Problem Solving, Business Planning, Forecasting, Customer Service, Cost Control, Financial Analysis, Strategic Planning, Inventory Management, Microsoft Office, Excel, Accounting, Team Building, Process Improvement, Investments, Analysis, Cost Reduction, Word, Financial Reporting, Scheduling, Product Development, Budgets
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1991 — 1992
MBA, Finance/Marketing
University of Michigan - Stephen M. Ross School of Business 1985 — 1989
BBA, Business Administration
Andover High School 1982 — 1985
SFM Company December 1999 - Present
Independent Broker March 1994 - November 1999
Symbol Technologies February 1989 - November 1993
Norden Systems September 1982 - November 1988
Skills
Mutual Funds, Disability Insurance, Income Protection, Asset Allocation, 401(k), 403(b), SEP &..., Annuities, Variable and..., Buy-Sell Agreements, Series 7, 63, 65..., Term, Universal and...
Education
Manhattan College 1978 — 1982
BSEE, Electrical Engineering
Finex Associates Inc February 2008 - Present
Independent broker January 2005 - Present
Skills
New Business Development, Microsoft Office, Social Media, Marketing Strategy, Insurance, Strategic Planning, Microsoft Excel, Advertising, Event Management, Process Improvement, Team Leadership, Accounting, Negotiation, Business Analysis, Marketing, Management, Public Speaking, Marketing Communications, Public Relations, Team Building, Investments, Online Marketing, Project Management, Microsoft Word, SQL, Sales, SEO, Coaching, Social Media Marketing, Research, Account Management, Sales Management, Risk Management, Online Advertising, Budgets, Business Strategy, Customer Service, Small Business
Education
Licensed Financial Services Commission of Ontario
Life Insurance Agent, Life insurance, Investment, Accidental & Sickness, Visitors( SuperVisa&Student) Ins, Travel
Tomsk State University Of Architecture And Building
Bachelor of Architecture (BArch)
Viverde International March 2010 - Present
Independent Broker 2003 - 2005
US Navy March 1992 - March 1998
Skills
Sales Management, Direct Marketing, Business Management, New Business Development, International Business
Education
Mapua Institute of Technology
BS, Electrical and Electronics Engineering
Dealers Supply Company, Inc. October 2014 - Present
Honeywell Process Solutions January 2013 - Present
Independent Broker August 2009 - January 2013
Metlife January 2006 - August 2009
Foresters September 2004 - December 2005
Virginia Air Distributors April 2002 - August 2004
Ferguson Enterprises April 1998 - April 2002
Thermo Industries December 1991 - April 1998
Skills
Leadership, Customer Service, Networking, Sales Operations, Investments, Training, Recruiting, New Business Development, Sales Management, Analysis, Negotiation, Contract Negotiation, Account Management, Sales, Team Building, Management, Microsoft Office, Project Management, Customer Satisfaction, Microsoft Excel, Marketing, Inventory Management
Education
North Carolina State University 1988 — 1990
Wake Technical Community College 1986 — 1988
WellCare Health Plans November 2013 - Present
Florida Realty January 2006 - Present
Florida Healthcare Plus September 2011 - November 2013
HealthPlan Services September 2009 - September 2011
MD Medicare Choice March 2007 - September 2008
Independent Broker January 2000 - March 2007
Prudential Financial September 1997 - January 2000
Independent Broker June 1995 - October 1996
Humana April 1992 - June 1995
Skills
Medicare, Medicaid, HMO, Provider Relations, Health Policy, Medicare Part D, PPO, Credentialing, Health Insurance, Managed Care, Insurance, HIPAA, Healthcare, Marketing, Healthcare Industry, Sales, Customer Service, Training, Organizational..., Medical Coding, Disability Insurance, Human Resources, Professional Ethics, Thought Leadership, Seniors, Medical Billing, Contract Negotiation, Brokers, CPT, Strategic Vision, Health Care Reform, Healthcare Information..., Hospitals, Leadership Development, Home Care, Physicians, Selling, Workers Compensation, Sales Management, Physician Relations, Vision Creation, Marketing Strategy, Utilization Management, Technical Leadership, Claim, Strategic Leadership, Medicine, Medical Ethics, Customer Retention, Sales Operations
Education
Faith Theological Seminary & Christian College 2012 — 2014
Bachelor of Theology, Christian Theology
Bob Hogue School of Real Estate 2006 — 2006
Licensed Real Estate Agent - Florida, Real Estate
Central Insurance School 1992 — 1992
Licensed Life, Health and Variable Annuities Agent
Hillsborough Community College
Mangement / Marketing
Community College of the US Air Force 1975 — 1976
Aircraft Maintance Technician, Galaxy C-5A, Honnor Graduate
Brandon Sr High 1973 — 1975
Graduate, General Studies
Verico Paragon Mortgage Group Inc July 2010 - Present
Independent broker October 2009 - November 2012
Indian Overseas Bank New Delhi August 1978 - May 2001
Education
Sauder School of Business 2010 — 2010
EPIC Solar Energy March 2014 - Present
Independent Broker July 2013 - Present
San Diego IndieFest June 2013 - Present
Assent October 2012 - Present
Skills
Finance, Start-ups, Financial Analysis, Accounting, Sales Management, Operations Management, Computers, Health Insurance, business credit
Education
University of California, San Diego 1999 — 2004
BA, Economics
Capistrano Valley High School 1994 — 1998
Sullivan County BOCES April 2012 - Present
Independent Broker October 2011 - June 2014
Viridian Energy June 2011 - June 2013
Verizon communications 1977 - 2008
Education
St. Joseph's University 2007 — 2009
Masters, Instructional Technology
Independent Broker 1972 - Present
Education
Cal State Fullerton 1973 — 1976
BA, Accouning & Real Estate
Independent Broker January 2005 - July 2013
Chabot College August 1985 - June 2012
City of Austin July 1970 - July 1977
Skills
Teaching
Education
University of California, Davis 1981 — 1983
computer science
The University of Texas at Austin 1970 — 1972
Geography
University of Wisconsin-Madison 1964 — 1966
M.S., Mathematics
University of Wisconsin-Milwaukee 1960 — 1964
B.S., Mathematics
Old Line Bank March 2014 - Present
Old Line Bank April 2012 - March 2014
Independent Broker December 2008 - December 2013
New York Life Insurance Company September 2011 - March 2012
MassMutual Financial Group August 2006 - December 2008
Skills
Fixed Annuities, Financial Services, Disability Insurance
Education
Howard Community College
AA, Visual Communications-Graphic Design
Vibrant Graphics 2014 - Present
Independent Broker 2013 - 2014
Imagine! Print Solutions 2012 - 2013
Mossberg & Company, Inc. 2007 - 2012
Grace Label, Inc 1992 - 2006
Kroger--Pace Dairy Foods Division 1987 - 1992
Kroger--Pace Dairy Foods Division 1982 - 1987
Skills
Color Management, sales, marketing, Offset Printing, flexographic printing, digital printing, Account Management, Flexo, Labels, Print Management, New Business Development, Packaging, Variable Data Printing, Sales, Sales Management, Digital Printing, Flexible Films, Food Labelling, Wide Format Printing, Sales Operations, Marketing, B2B
Education
University of Iowa 1977 — 1980
Bachelor of Business Administration (BBA), Marketing, 3.4
University or Iowa
Bachelor of Arts, Marketing
Independent Broker Real Estate and Appraisal SupervisorState of Connecticut Department of Consumer ProtectionMay 1998 - December 2009
Skills
Strategic Planning, Foreclosures, Short Sales, Real Estate, First Time Home Buyers
Education
Springfield College
Bachelor of Science, Physical Education
Sequel Youth and Family Services May 2015 - Present
Independent Broker January 2014 - Present
Gem Insurance Network 2014 - Present
YDI Phoenix August 2013 - January 2014
Aurora Day School October 2009 - August 2013
Aurora Day School 2009 - 2013
District 87 Bloomington Illinois September 2004 - August 2008
Chestnut Health Systems March 2002 - January 2004
Skills
Public Speaking, Training, Teaching, Teamwork, Time Management, Group Instruction, Leadership Development, Program Management, Recruiting, Customer Service, Healthcare, Staff Development, Supervisory Skills, Program Development, PowerPoint, Leadership, Behavior Modification, Administration, Case Management, Organizational..., Research, Data Entry, Team Building, Interviews, Microsoft Word, Outlook, Microsoft Office, Employee Relations, Public Relations, Strategic Planning, Team Leadership, Budgets, Policy, Marketing, Management, Account Management, Marketing Communications, Project Management, Life Insurance, Policy Analysis, Sales
Education
Illinois State University 2000 — 2004
LBS1 Special Education, Special Education and Teaching, k-12 Cross Cat
Mineral County High School 1990 — 1994
HS Diploma, General Studies
Independent Broker 1976 - Present
State of California 1984 - 2009
Skills
Investment Properties, Real Estate Transactions, Investors
Education
University of La Verne 1976 — 1979
Juris Doctor, Law
Cal Poly Pomona 1973 — 1975
Bachelor of Arts (BA), English Language and Literature, General
Chaffey College 1971 — 1974
Associate of Arts (AA), English Language and Literature, General
Cordova Safety Products 2004 - July 2014
NAPCO Security Technologies 2003 - 2004
Pittway/Honeywell 1996 - 2001
Independent Broker 1992 - 1996
Pfizer, Inc., Coty Division 1987 - 1992
Skills
Bi-Lingual – Spanish..., Microsoft: Word, Excel,..., ACT, MASS, Sales Operations, International Sales, Sales, New Business Development, Management
Education
Christian Brothers University
Bachelor's Degree, Marketing Management
Christian Brothers University