Independent Life Insurance Agent
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Independent Life Insurance Agent Employees
Independent Life Insurance Agent August 2013 - Present
Technology Sales December 2004 - Present
Futurity First Insurance Group December 2012 - August 2013
Skills
Life Insurance, Whole Life, Term Life Insurance, Fixed Annuities, Disability Insurance, Universal Life, Retirement, Retirement Planning
Education
Dean College
In-Between PM Work Assignments, active member of PMI Sacramento Valley Chapter and Sacramento Works. October 2015 - Present
KellyMitchell Group, Inc August 2015 - September 2015
Sacramento Works February 2015 - July 2015
NextGen Information Services May 2014 - January 2015
Sacramento Works January 2014 - May 2014
Fujitsu America, Inc. January 2007 - November 2013
NextGen Information Services November 2004 - April 2006
Independent Life Insurance Agent September 2001 - October 2003
Setka, Inc. November 1998 - April 2001
Pacific Bell (now AT&T) 1975 - 1998
Skills
Full project lifecycle..., IT Project Leadership, Business Analysis, Requirements Analysis, Requirements..., Process Improvement, Team Leadership, IT Project..., End-to-end Testing, Project Status Reporting, Project Manager..., End-to-End Project..., Project Communications, Organization &..., Interpersonal Skill, Communication Skills, Written & Oral..., Work Independently with..., Interact with All..., Microsoft Office, Program Management, SDLC, IT Management, Software Project..., Integration, PMP, Leadership, Telecommunications, Vendor Management, Security, Analysis, Project Management, Project Portfolio..., Business Requirements, Project Delivery, IT Strategy, Resource Management, Information Technology, Service Delivery, Business Process, Outsourcing, Solution Architecture, Management, Enterprise Architecture, Requirements Gathering
Education
California State University-Chico
BA, Sociology
UnitedHealth Group July 2013 - Present
Independent Life Insurance Agent July 2011 - Present
Ash Brokerage April 2010 - November 2011
Insurance Designers of Florida April 2009 - February 2010
Life Brokerage Financial January 2006 - December 2008
tampa Pain Relief Center September 2004 - March 2006
Tampa Pain Relief Center September 2004 - April 2005
Blue Cross & Blue Shield August 1999 - September 2004
Skills
Insurance, Customer Service, Underwriting, Customer Relations, Administration, Data Entry, Term Life Insurance, Healthcare, Documentation, Problem Solving, Linguistics, Project Management, Banking, Wealth Management, Life Insurance, Whole Life, Fixed Annuities, Software Documentation, Marketing
Education
St. Petersburg College 2011 — 2014
BS, Business Administration
Rutgers University 1992 — 1994
AS; BS; in preparation to BS, Management and Leadership; Management and Leadership; Business Administration achieved
KSL Resorts May 2013 - Present
INDEPENDENT LIFE INSURANCE AGENT August 2011 - December 2014
GeoLogics Corporation July 2003 - December 2009
MATTEL CORP. October 1994 - October 2000
Sprint Nextel April 1990 - September 1993
Data General June 1986 - April 1990
U.S. DEPARTMENT OF COMMERCE, BUREAU OF CENSUS April 1910 - June 1910
Skills
Talent Acquisition, Account Management, Program Management, Customer Service, Mentoring, Direct Sales, Territory Management, Business Development, Team Leadership, Recruiting, Sales Force Development, Sales Operations, Training, Leadership, Marketing Strategy, Sales Management, Product Marketing, New Business Development, Product Management, Applicant Tracking..., Negotiation, Sales, Strategy, Strategic Planning, Selling, Cross-functional Team..., Vendor Management, Team Management, CRM, Marketing, Process Improvement, Management
Education
UCSD Extension 2012 — 2014
Professional Certificate, Supply Chain Management
Loyola Marymount University 1991 — 1994
M.B.A, Marketing
San Diego State University-California State University 1979 — 1984
B.S, Business Administration, Information Systems
Stonegate Brokerage, LLC April 2015 - Present
Weichert, REALTORS - Briotti Group November 2014 - Present
Independent Life Insurance Agent May 2002 - Present
Ward Brokerage Associates October 2014 - January 2015
Stonegate Brokerage, LLC May 2010 - May 2014
Hartford Life July 2008 - April 2010
Crump Insurance April 1999 - June 2008
Home Daycare Provider 1992 - May 1999
Caldors October 1989 - September 1994
Economy Sheet Metal 1987 - 1989
Skills
Sales, Marketing, Life Insurance, Term Life Insurance, Universal Life, Whole Life, Annuities, Sales Operations, Retirement, Fixed Annuities, Long-term Care, Real Estate, Real Estate License, Real Estate Marketing, Management, Financial Services
Education
Real Estate Development Center 2014 — 2014
Real Estate License, Real Estate
Broome Community College 1983 — 1984
Centric Financial Group, LLC April 2011 - Present
Nationwide Financial January 2008 - February 2011
Nationwide Financial April 2007 - January 2008
Raymond James & Associates, Inc 2005 - 2007
Independent Life Insurance Agent 2004 - 2005
Country Wide Builders 2003 - 2004
Education
The Ohio State University - The Max M. Fisher College of Business 2000 — 2003
Bachelor of Science of Business Administration, Finance
Watterson
Shelley's Jewelry January 2012 - Present
Independent Life Insurance Agent May 2000 - Present
Skills
Insurance, Microsoft Excel, Team Building, Leadership, Microsoft Office, Sales, Microsoft Word, Coaching, Customer Service, Marketing, Team Leadership, PowerPoint, Public Speaking, Strategic Planning, Account Management, Management, Event Planning, Social Media, Small Business
Education
Oklahoma City University 1974 — 1978
BSB, Business Management
Oklahoma City University 1974 — 1978
Voice and Opera
The IntefineArt Group Lead Designer Web & PrintGraphX CentralMay 1998 - Present
Independent Life Insurance Agent October 2013 - December 2013
Law offices of Zakheim and LaVrar January 2011 - September 2013
United Collection Bureau June 2003 - December 2011
AAA Int'l Couriers October 2001 - May 2003
Tiger direct June 1998 - September 2002
MEI computers October 1997 - November 1998
CompUSA November 1991 - September 1997
Egghead Software October 1988 - October 1991
Pioneer Technologies Inc October 1987 - September 1988
Skills
Retail, Direct Sales, Social Media, Strategic Planning, Public Relations, Non-profits, Microsoft Office, Public Speaking, Social Media Marketing, Fundraising, Team Building, Marketing, Social Networking, Fine Art, Visual Arts, Customer Service, Event Management, Event Planning, Online Marketing, Coaching, Management, Advertising, Training, Online Advertising, Marketing Strategy, Nonprofits, Sales, Project Management, Negotiation, Photoshop, Time Management, New Business Development, Community Outreach, Microsoft Word, Business Strategy, Sales Management, English, Creative Writing, Web Design, Volunteer Management, Recruiting, Graphic Design, Editing, Outlook, Product Development, Analysis, SEO, French, Acrylic Painting, Contemporary Art
Education
College Bird 1964 — 1980
Baccalaureate part II, General Studies ( section A )
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS)
Master of Arts (M.A.), Latin American Studies
MedSynergies September 2015 - Present
Qualbe Marketing Group December 2013 - March 2015
Independent Life Insurance Agent January 2013 - December 2013
RTG Global Sourcing Ltd November 2012 - December 2012
Freelance Video Editor/Producer January 2012 - November 2012
Skills
Microsoft Office, Customer Service, Public Speaking, Social Networking, PowerPoint, Public Relations, Research, Adobe Creative Suite, Marketing, Microsoft Excel
Education
The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.), Marketing
The University of Texas at Arlington - College of Business
Bachelor of Business Administration (B.B.A.), Management
Mclennan Community College
Associate of Arts (A.A.), General Studies
Newnan Peachtree Chrysler Jeep Dodge Ram December 2013 - Present
Landmark Dodge January 2010 - Present
Stone Mountain Chrysler Jeep Dodge May 2009 - January 2010
Atlanta Chrysler Jeep Dodge March 1999 - May 2009
Neal Pope Dodge April 1993 - March 1999
Independent Life Insurance Agent January 1989 - March 1993
Red Lobster, Inc 1988 - 1991
Independent Life Insurance Agent 1985 - 1988
Skills
Automobile, Customer Satisfaction, Parts, Retail, Spare Parts, Vehicles, Automotive, Sales, Sales Process, Negotiation, New Business Development, Warranty, Automotive Repair, Sales Management, Profit, Leadership, Purchasing, Customer Retention, Order Fulfillment, Inventory Management, Loss Prevention, Competitive Analysis, Management, Truck, Components, Forecasting, Motors, Gross Profit, Business, Inventory Control, Tires, Powertrain, Customer Service, Motorsports, Pricing, Market Planning, Time Management, Maintenance & Repair, Reynolds, Team Building, Teamwork, Cold Calling, Dealers, Selling, Automotive Engineering, Wholesale
Education
Albany State University 1981 — 1985
BA, Business Administration
Albany State University 1981 — 1985
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Lincare Home Medical Eqpt January 2015 - Present
LegalShield Official January 2007 - Present
GoSmallBiz.com 2007 - Present
LegalShield Official 2008 - Present
Farmers Insurance December 2013 - January 2015
Independent Life Insurance Agent January 2013 - December 2013
Self Employed May 1994 - January 2013
Skills
Small Business, Employee Benefits, Insurance, Leadership, Identity Theft, Training, Marketing, Legal Assistance, Management, Entrepreneurship, Life Insurance, Social Networking, Business Planning, Family Law, Legal Issues, Business Networking, Strategic Partnerships, Sales Process, Estate Planning, Negotiation, Human Resources, Legal Solutions Plus, Legal Advice, Immigration Law, Bankruptcy, Group Benefit Plans, Identity Theft Shield, Legal Service, Legal Documents, Divorce Law, Business, Real Estate, Wills, Term Life Insurance, Preparation of Wills, Whole Life Insurance, Customer Retention
Education
Quinnipiac University - School of Business
University of Maryland College Park
Independent Life Insurance Agent 2001 - Present
Skills
Marketing Strategy, Product Marketing, Product Management, Direct Marketing, Strategic Planning, Business Planning, Personal Planning, Insurance Planning, Financial Planners, Leadership, Sales Process, Strategy, Estate Planning, Underwriting, Universal Life, Plannning, Term Life Insurance, Disability Insurance, Insurance, Life Insurance, Fixed Annuities, Financial Advisory, Health Insurance, Long-term Care, Whole Life, Strategic Financial..., Retirement, Investments, Critical Illness, Retirement Planning, Financial Planning
Education
Fordham University
Northern Valley Regional High School Old Tappan 1992 — 1996
Independent Life Insurance Agent January 1955 - Present
First Executive Corporation May 1968 - June 1969
ICOA Life Insurance Company November 1959 - April 1968
Skills
Executive Compensation, Annuities, Insurance, Retirement Planning, Fixed Annuities, Life Insurance, Executive Pay
Education
San Jose State University 2004 — 2006
BS, Economics
San Jose State University
Expert Financial Solutions May 2011 - Present
Independent Life Insurance Agent December 2010 - Present
Expert Payroll & Benefit Solutions February 2009 - Present
MetLife July 2003 - January 2009
Paychex 1989 - 2003
Comprehensive Accounting Services December 1980 - July 1989
Skills
Insurance, Employee Benefits, Small Business, Fixed Annuities, Life Insurance, Payroll, Term Life Insurance, Health Insurance, Accounting, Whole Life, Accident, Tax, 401k, Strategic Financial..., Long Term Care Insurance, Critical Illness, Sales Management, New Business Development, Management, Business Networking, B2B, Sales, Public Speaking, Financial Reporting, Public Relations, Human Resources, Telemarketing, Annuity Sales, Asset Allocation, Nonprofits, Selling, Cafeteria Plans, Customer Relations, Benefits, Financial Planning, Group Benefits, Hiring Personnel, Cold Calling Experience, Geography, Referrals, Beatles, Indexed Annuities, Down Syndrome, Business, Consulting, Home Health Agencies, Senior Needs, sales process, special needs, Coaching
Education
Ball State University 1918 — 1975
B.S., Urban & Regional Studies (City Planning)
Hammond Gavit
College/University Preparatory and Advanced High School/Secondary Diploma Program
Independent Life Insurance Agent June 2015 - Present
Skills
Research, Microsoft Excel, Strategic Planning, Customer Service, Teaching, Microsoft Word, PowerPoint, English, Windows, Outlook, HTML, Accounting, Account Reconciliation, Finance, Auditing, Management, Social Networking, Microsoft Office, Budgets, Sales, Marketing, Financial Analysis, Financial Statements, Financial Reporting, Accounts Payable, Accounts Receivable, Social Media
Education
Skyline College 2003 — 2003
Web design and development, Web Design and Development
Polytechnic University of the Philippines 1975 — 1979
Bachelor's Degree, Certified Public Accountant
Polytechnic University of the Philippines 1971 — 1975
High School, Bookkeeping, Typing
The White House October 2003 - Present
United States Postal Service June 1975 - October 2003
Independent Life Insurance Agent August 1972 - May 1974
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Strategic Planning, Team Building, Sales Management, Outlook, New Business Development, Coaching, Budgets, Marketing, Project Management, Marketing Strategy, Account Management
Education
GTCC 2000 — 2001
COMPUTER
North Carolina A&T State University 1967 — 1971
Bachelor's degree, Economics
Service Response Partners/eHarmony October 2011 - January 2013
Macy's March 2011 - March 2012
Ashford University June 2009 - October 2010
Independent Life Insurance Agent September 2007 - February 2009
Premier Coastal Development 2004 - 2007
Chicago Title April 2002 - August 2004
GERS December 1994 - April 2002
Greentree Gourmet Grocers December 1992 - September 1994
Advanced Marketing Services October 1988 - December 1992
Imperial Savings and Loan May 1984 - January 1987
Skills
Microsoft Office 2007, Outlook, 10 Key, File Management
Education
National University 1998 — 1999
BA, Legal Studies
Kelsey-Jenney Business College 1995 — 1997
AA, Paralegal Studies
independent life insurance agent April 1980 - Present
Southern Life & Health Insurance April 1980 - January 1994
Skills
Meeting clients needs..., Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Research, Outlook, Teaching, Photoshop, HTML, Strategic Planning, Budgets, Editing, C++, C, Java
Education
San Antonio College 1974 — 1976
associates, pre med biology
Baylor University
Independent Life Insurance Agent May 2014 - July 2015
ICON plc 2002 - 2013
Network Appliance January 2000 - August 2001
Education
Bradley University
Holy Cross
Independent Life Insurance Agent February 2015 - Present
Independent Agent February 2015 - Present
Skills
Data Entry, Nonprofits, Public Speaking, Strategic Planning, Leadership, Management, Microsoft Office, Event Planning, Social Media, Research
Education
Cuyahoga Community College 2003 — 2006
Associate's degree in Business, Mortgage Finance