Innovative Financial Group
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Innovative Financial Group Employees
Employee
Years
Job
Industry
Tony S. Adams, MBA Tony S. Adams, MBA's Innovative Financial Group Experience September 2010 - January 2015
Job Broker at Benefits Inc.
Industry Investment Management
Experience
Benefits, Inc. September 2010 - Present
Innovative Financial Group September 2010 - January 2015
Beacon Federal November 2006 - August 2010
First Federal Bank June 1999 - November 2006
Skills
Credit Analysis, Life Insurance, Loans, Estate Planning, Finance, Financial Analysis, Retirement Planning, Commercial Lending, Commercial Mortgages, Leadership, Banking, Strategic Planning, Insurance, Fixed Annuities, 401k, Financial Reporting, Small Business Lending, Health Insurance, Wealth Management, Retail Banking, Financial Advisory, Disability Insurance, Budgets, Long-term Care, Management, Employee Benefits, Profit Sharing, Underwriting, Financial Planners, Investments, Financial Goals, Business Analysis, Series 63, Mortgage Banking
Education
Belmont University - Jack C. Massey Graduate School of Business 2004 — 2006
MBA, Finance
Middle Tennessee State University 1988 — 1992
BBA, Accounting
Benefits, Inc. September 2010 - Present
Innovative Financial Group September 2010 - January 2015
Beacon Federal November 2006 - August 2010
First Federal Bank June 1999 - November 2006
Skills
Credit Analysis, Life Insurance, Loans, Estate Planning, Finance, Financial Analysis, Retirement Planning, Commercial Lending, Commercial Mortgages, Leadership, Banking, Strategic Planning, Insurance, Fixed Annuities, 401k, Financial Reporting, Small Business Lending, Health Insurance, Wealth Management, Retail Banking, Financial Advisory, Disability Insurance, Budgets, Long-term Care, Management, Employee Benefits, Profit Sharing, Underwriting, Financial Planners, Investments, Financial Goals, Business Analysis, Series 63, Mortgage Banking
Education
Belmont University - Jack C. Massey Graduate School of Business 2004 — 2006
MBA, Finance
Middle Tennessee State University 1988 — 1992
BBA, Accounting
Laurel Lynn Scott Laurel Lynn Scott's Innovative Financial Group Experience February 1989 - January 1999
Job Owner, Smarter Retirement Benefits, LLC
Industry Insurance
Experience
Smarter Retirement Benefits, LLC October 2004 - Present
Innovative Financial Group February 1989 - January 1999
New York Life Insurance Company February 1986 - January 1989
Skills
Life Insurance, Long-term Care, Strategic Planning, Marketing, Medicare, Fixed Annuities, New Business Development, Insurance, Disability Insurance, Analysis, Sales Management, Health Insurance, Retirement, Customer Service, Public Speaking, Brokers, Term Life Insurance, Employee Benefits, Whole Life, Estate Planning, IRAs, Universal Life, Long Term Care Insurance, Underwriting, Small Business, Strategic Financial..., Critical Illness, Insurance Brokerage, Retirement Planning, Health Savings Accounts, Wealth Accumulation, Financial Planners, Financial Services, Wealth, Finance, 401k, Financial Planning
Education
University of Utah 1981 — 1985
Bachelor's degree, Business/Economics
Salt Lake Community College 1975 — 1976
Associate's degree, Accounting and Business/Management
Smarter Retirement Benefits, LLC October 2004 - Present
Innovative Financial Group February 1989 - January 1999
New York Life Insurance Company February 1986 - January 1989
Skills
Life Insurance, Long-term Care, Strategic Planning, Marketing, Medicare, Fixed Annuities, New Business Development, Insurance, Disability Insurance, Analysis, Sales Management, Health Insurance, Retirement, Customer Service, Public Speaking, Brokers, Term Life Insurance, Employee Benefits, Whole Life, Estate Planning, IRAs, Universal Life, Long Term Care Insurance, Underwriting, Small Business, Strategic Financial..., Critical Illness, Insurance Brokerage, Retirement Planning, Health Savings Accounts, Wealth Accumulation, Financial Planners, Financial Services, Wealth, Finance, 401k, Financial Planning
Education
University of Utah 1981 — 1985
Bachelor's degree, Business/Economics
Salt Lake Community College 1975 — 1976
Associate's degree, Accounting and Business/Management
Josh Lee Josh Lee's Innovative Financial Group Experience May 2014 - Present
Job Investment Advisor Representative at Innovative Financial Group
Industry Insurance
Experience
Innovative Financial Group May 2014 - Present
WealthSpan Financial Group September 2013 - April 2014
Horace Mann Insurance Company October 2011 - September 2013
Enterprise Rent-a-Car September 2007 - August 2011
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Innovative Financial Group May 2014 - Present
WealthSpan Financial Group September 2013 - April 2014
Horace Mann Insurance Company October 2011 - September 2013
Enterprise Rent-a-Car September 2007 - August 2011
Education
University of Georgia - Terry College of Business 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance
Gregory S Spillar / Membership Sales Director Gregory S Spillar / Membership Sales Director's Innovative Financial Group Experience September 1997 - May 2000
Job The Rim Golf Club & The Golf Club at Chaparral Pines / Scottsdale & Payson, Arizona
Industry Sports
Experience
The Rim Golf Club / Payson, Arizona March 2014 - Present
TPC Scottsdale November 2013 - March 2014
PhoenixMart September 2012 - October 2013
Unkefer & Associates June 2010 - September 2012
Guaranteed Rate May 2008 - June 2010
MLN Corporation November 2005 - May 2008
Fidelity Lending Consultants May 2000 - November 2005
Innovative Financial Group September 1997 - May 2000
Credit & Debt Professional Network March 1995 - September 1997
United States Air Force September 1978 - August 1982
Skills
Training, Leadership, Sales Management, Business Development, Marketing, Sales Operations, Business Planning, Executive Level..., Business Alliances, Sourcing, New Business Development
Education
Southern Illinois University, Carbondale 1980 — 1983
Bachelor's Degree, Education
Niles East High School
The Rim Golf Club / Payson, Arizona March 2014 - Present
TPC Scottsdale November 2013 - March 2014
PhoenixMart September 2012 - October 2013
Unkefer & Associates June 2010 - September 2012
Guaranteed Rate May 2008 - June 2010
MLN Corporation November 2005 - May 2008
Fidelity Lending Consultants May 2000 - November 2005
Innovative Financial Group September 1997 - May 2000
Credit & Debt Professional Network March 1995 - September 1997
United States Air Force September 1978 - August 1982
Skills
Training, Leadership, Sales Management, Business Development, Marketing, Sales Operations, Business Planning, Executive Level..., Business Alliances, Sourcing, New Business Development
Education
Southern Illinois University, Carbondale 1980 — 1983
Bachelor's Degree, Education
Niles East High School
Jim Plasko Jim Plasko's Innovative Financial Group Experience 2008 - Present
Job Sr. Vice President, Business Development at Innovative Financial Group
Industry Financial Services
Experience
Innovative Financial Group 2008 - Present
MetLife October 2001 - April 2008
Performance Ford January 1997 - October 2001
Skills
Wealth Accumulation, Saving for Education, Personal Income..., Group Benefit, Business Income..., Success Planning, Insurance Planning, Management
Education
Fordham University 1989 — 1993
Bachelor Of Arts, Liberal Arts / Theatre
Fordham University 1989 — 1993
General, Liberal Arts
Xaverian Brothers High School
Xaverian Brothers High School
Innovative Financial Group 2008 - Present
MetLife October 2001 - April 2008
Performance Ford January 1997 - October 2001
Skills
Wealth Accumulation, Saving for Education, Personal Income..., Group Benefit, Business Income..., Success Planning, Insurance Planning, Management
Education
Fordham University 1989 — 1993
Bachelor Of Arts, Liberal Arts / Theatre
Fordham University 1989 — 1993
General, Liberal Arts
Xaverian Brothers High School
Xaverian Brothers High School
Aaron Justice, MBA, MAcc Aaron Justice, MBA, MAcc's Innovative Financial Group Experience August 2005 - June 2011
Job Ascension Financial Partners
Industry Financial Services
Experience
Ascension Financial Partners June 2011 - Present
Innovative Financial Group August 2005 - June 2011
Vanderbilt University Medical Center September 2001 - August 2005
Skills
Employee Benefits, Disability Insurance, Life Insurance, Long-term Care, Insurance, Retirement Planning, Retirement, 401k, Investments, Strategic Financial..., Health Insurance, Term Life Insurance, Asset Management, Finance, Risk Management, Mortgage Lending, Financial Analysis, Wealth Management, Sales, Portfolio Management, Small Business, Underwriting, Public Speaking
Education
Middle Tennessee State University 2011 — 2013
MAcc, Accounting & Taxation
University of Tennessee at Martin 1999 — 2001
MBA, Finance
University of Tennessee at Martin 1994 — 1999
B.S., Fitness Management / Sports Medicine
Ascension Financial Partners June 2011 - Present
Innovative Financial Group August 2005 - June 2011
Vanderbilt University Medical Center September 2001 - August 2005
Skills
Employee Benefits, Disability Insurance, Life Insurance, Long-term Care, Insurance, Retirement Planning, Retirement, 401k, Investments, Strategic Financial..., Health Insurance, Term Life Insurance, Asset Management, Finance, Risk Management, Mortgage Lending, Financial Analysis, Wealth Management, Sales, Portfolio Management, Small Business, Underwriting, Public Speaking
Education
Middle Tennessee State University 2011 — 2013
MAcc, Accounting & Taxation
University of Tennessee at Martin 1999 — 2001
MBA, Finance
University of Tennessee at Martin 1994 — 1999
B.S., Fitness Management / Sports Medicine
C. Stephen Smith, CLU, CLTC C. Stephen Smith, CLU, CLTC's Innovative Financial Group Experience March 1975 - Present
Job Vice President, Wealth Preservation at Innovative Financial Group
Industry Financial Services
Experience
Innovative Financial Group March 1975 - Present
West Franklin Baptist Church October 2003 - December 2011
Skills
Piano, Vocal Performance, Choral Directing, Music Arranging
Education
The American College 1979 — 1983
Chartered Life Underwriter, Finance, Economics, Insurance, Tax Law
Peabody College/Vanderbilt University 1973 — 1974
Master of Music Degree, Vocal Performance
Belmont University 1966 — 1971
Bachelor of Arts, Music Education/Psychology
Innovative Financial Group March 1975 - Present
West Franklin Baptist Church October 2003 - December 2011
Skills
Piano, Vocal Performance, Choral Directing, Music Arranging
Education
The American College 1979 — 1983
Chartered Life Underwriter, Finance, Economics, Insurance, Tax Law
Peabody College/Vanderbilt University 1973 — 1974
Master of Music Degree, Vocal Performance
Belmont University 1966 — 1971
Bachelor of Arts, Music Education/Psychology
Derrick Simpson Derrick Simpson's Innovative Financial Group Experience March 2010 - January 2011
Job Accounting Associate at Murphy & McInvale, CPA's
Industry Accounting
Experience
Chartwell Financial Group January 2011 - December 2011
Innovative Financial Group March 2010 - January 2011
Peabody Hotel Group December 2004 - June 2010
Heartland Windows August 2004 - August 2005
Skills
Management, Life Insurance, Finance, Sales, Sales Operations, Microsoft Excel, Training, Analysis, Investments, Customer Service, Public Speaking, Microsoft Word, Teamwork, Retirement Planning, Cold Calling, Microsoft Office, 401k, Hospitality, Strategic Financial...
Education
The University of Memphis 2012 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
The University of Memphis 2003 — 2006
Bachelor of Business Administration (B.B.A.), Economics, Minor in Finance
Methodist Hospital Informatics Department 2008 — 2008
Medical informatics
Chartwell Financial Group January 2011 - December 2011
Innovative Financial Group March 2010 - January 2011
Peabody Hotel Group December 2004 - June 2010
Heartland Windows August 2004 - August 2005
Skills
Management, Life Insurance, Finance, Sales, Sales Operations, Microsoft Excel, Training, Analysis, Investments, Customer Service, Public Speaking, Microsoft Word, Teamwork, Retirement Planning, Cold Calling, Microsoft Office, 401k, Hospitality, Strategic Financial...
Education
The University of Memphis 2012 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
The University of Memphis 2003 — 2006
Bachelor of Business Administration (B.B.A.), Economics, Minor in Finance
Methodist Hospital Informatics Department 2008 — 2008
Medical informatics
Rick Brandon Rick Brandon's Innovative Financial Group Experience Regional ChairmanDucks Unlimited2006 - 2011
Job CFP at Innovative Financial Group
Industry Insurance
Experience
Innovative Financial Group Regional ChairmanDucks Unlimited2006 - 2011
MassMutual 1995 - 2007
Dun & Bradstreet June 1975 - September 1995
Education
Haslam College of Business at the University of Tennessee 1973 — 1974
MBA, Marketing
University of Tennessee-Knoxville 1969 — 1973
BS, Agriculture Business/Economics
Coffee County Central High School
Innovative Financial Group Regional ChairmanDucks Unlimited2006 - 2011
MassMutual 1995 - 2007
Dun & Bradstreet June 1975 - September 1995
Education
Haslam College of Business at the University of Tennessee 1973 — 1974
MBA, Marketing
University of Tennessee-Knoxville 1969 — 1973
BS, Agriculture Business/Economics
Coffee County Central High School
Susanne Mokros's Innovative Financial Group Experience March 2014 - Present
Job Innovative Financial Group
Industry Financial Services
Experience
Innovative Financial Group March 2014 - Present
Golds Gym Peachtree Corners June 2013 - February 2014
Lenny's Sub Shop 3384 Holcomb Bridge Road, Norcross Ga December 2009 - April 2013
Chick-fil-A September 2007 - May 2009
Dawn's Treasures May 2005 - July 2006
Graham’s Lighting Fixtures January 2005 - May 2005
Mednikow Jewelers October 1998 - October 2003
American Eagle Marketing July 1997 - October 1998
AlphaGraphics January 1996 - July 1996
Camelot Music Inc. October 1993 - July 1995
Education
The University of Memphis 1992 — 1995
Business
University of Tennessee at Martin 1990 — 1992
Innovative Financial Group March 2014 - Present
Golds Gym Peachtree Corners June 2013 - February 2014
Lenny's Sub Shop 3384 Holcomb Bridge Road, Norcross Ga December 2009 - April 2013
Chick-fil-A September 2007 - May 2009
Dawn's Treasures May 2005 - July 2006
Graham’s Lighting Fixtures January 2005 - May 2005
Mednikow Jewelers October 1998 - October 2003
American Eagle Marketing July 1997 - October 1998
AlphaGraphics January 1996 - July 1996
Camelot Music Inc. October 1993 - July 1995
Education
The University of Memphis 1992 — 1995
Business
University of Tennessee at Martin 1990 — 1992
Brenna Depies's Innovative Financial Group Experience June 2012 - June 2014
Job Business and Brand Manager at Percipio Consulting Group
Industry Marketing and Advertising
Experience
Percipio Consulting Group July 2015 - Present
Dr. Ted Klontz April 2014 - Present
Baker Donelson June 2014 - March 2015
Innovative Financial Group June 2012 - June 2014
African Leaders Malaria Alliance( ALMA) March 2012 - May 2012
Skills
Recruiting, Social Media, Social Media Marketing, Event Planning, Business Development, Marketing, Microsoft Excel, Microsoft Office, Email Marketing, Onboarding, PowerPoint, Public Speaking, Microsoft Word, Facebook, Research, Customer Service, Squarespace, LinkedIn Training, Nonprofits, Philanthropy, ADP Payroll, Tutoring, Mentoring, Youth Mentoring
Education
University of Mississippi 2007 — 2011
Bachelor of Arts (B.A.), International/Global Studies, French
CIEE -- Dakar, Senegal 2010 — 2010
Language & Culture
Martin Luther King Jr. Academic Magnet for Health Sciences and Engineering
Percipio Consulting Group July 2015 - Present
Dr. Ted Klontz April 2014 - Present
Baker Donelson June 2014 - March 2015
Innovative Financial Group June 2012 - June 2014
African Leaders Malaria Alliance( ALMA) March 2012 - May 2012
Skills
Recruiting, Social Media, Social Media Marketing, Event Planning, Business Development, Marketing, Microsoft Excel, Microsoft Office, Email Marketing, Onboarding, PowerPoint, Public Speaking, Microsoft Word, Facebook, Research, Customer Service, Squarespace, LinkedIn Training, Nonprofits, Philanthropy, ADP Payroll, Tutoring, Mentoring, Youth Mentoring
Education
University of Mississippi 2007 — 2011
Bachelor of Arts (B.A.), International/Global Studies, French
CIEE -- Dakar, Senegal 2010 — 2010
Language & Culture
Martin Luther King Jr. Academic Magnet for Health Sciences and Engineering
Keesler Sanders Keesler Sanders's Innovative Financial Group Experience June 2013 - August 2013
Job Assistant Sales Manager at Sport Seasons
Industry Financial Services
Experience
Sport Seasons September 2014 - August 2015
Innovative Financial Group June 2013 - August 2013
Skills
Hard Worker, Communicator, Eager To Learn, Takes criticism well, Teamwork, Time Management, Leadership, Business, Personal Finance, Diligent, Asset, Analytical Skills, Future Trends, Integrity, Organizational..., Adaptation, Goal Oriented, Helping Clients Succeed, Information Systems, New Business..., Communication
Education
Middle Tennessee State University 2015 — 2016
Bachelor of Business Administration (B.B.A.), Economics
University of Tennessee-Knoxville 2010 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Montgomery Bell Academy 2006 — 2010
Sport Seasons September 2014 - August 2015
Innovative Financial Group June 2013 - August 2013
Skills
Hard Worker, Communicator, Eager To Learn, Takes criticism well, Teamwork, Time Management, Leadership, Business, Personal Finance, Diligent, Asset, Analytical Skills, Future Trends, Integrity, Organizational..., Adaptation, Goal Oriented, Helping Clients Succeed, Information Systems, New Business..., Communication
Education
Middle Tennessee State University 2015 — 2016
Bachelor of Business Administration (B.B.A.), Economics
University of Tennessee-Knoxville 2010 — 2013
Bachelor of Business Administration (B.B.A.), Economics
Montgomery Bell Academy 2006 — 2010
Alan Moore Alan Moore's Innovative Financial Group Experience February 1995 - Present
Job President & CEO Innovative Financial Group
Industry Financial Services
Experience
Innovative Financial Group February 1995 - Present
John Hancock Financial Services May 1992 - February 1995
John Hancock October 1985 - May 1992
Better Business Equipment March 1985 - October 1985
International Business Machines March 1982 - March 1985
Education
University of Tennessee-Knoxville 1979 — 1982
B.A., economics
Southern Methodist University 1977 — 1979
business
Montgomery Bell Academy 1970 — 1977
College Preparatory
Innovative Financial Group February 1995 - Present
John Hancock Financial Services May 1992 - February 1995
John Hancock October 1985 - May 1992
Better Business Equipment March 1985 - October 1985
International Business Machines March 1982 - March 1985
Education
University of Tennessee-Knoxville 1979 — 1982
B.A., economics
Southern Methodist University 1977 — 1979
business
Montgomery Bell Academy 1970 — 1977
College Preparatory
Robbie Robinson, CLU, RHU, LUTCF Robbie Robinson, CLU, RHU, LUTCF's Innovative Financial Group Experience August 2013 - February 2014
Job Mink Allstate Insurance Agency
Industry Insurance
Experience
Allstate May 2014 - Present
Innovative Financial Group August 2013 - February 2014
Toyota of Cool Springs\\ February 2013 - May 2013
American General Life and Accident October 1982 - December 2012
Skills
Insurance, Health Insurance, Disability Insurance, Term Life Insurance, Short Term Disability, Supplemental Insurance, Whole Life, Universal Life, Insurance Planning, Fixed Annuities, Accident, Critical Illness, Disabilities, Employee Benefits, Financial Planners, General Insurance, IRAs, Life Insurance, Long-term Care, Property, Reinsurance, Training, Underwriting, Property
Education
The American College 1984 — 2012
CLU, RHU, LUTCF, Insurance
Tony Robbins Course 2000 — 2005
Personal Power, Sales
Dale Carnegie Training 1978 — 1991
Leadership
University of Georgia Ext. 1979 — 1980
Abraham Baldwin Agricultural College 1977 — 1979
Bainbridge College 1977 — 1978
Allstate May 2014 - Present
Innovative Financial Group August 2013 - February 2014
Toyota of Cool Springs\\ February 2013 - May 2013
American General Life and Accident October 1982 - December 2012
Skills
Insurance, Health Insurance, Disability Insurance, Term Life Insurance, Short Term Disability, Supplemental Insurance, Whole Life, Universal Life, Insurance Planning, Fixed Annuities, Accident, Critical Illness, Disabilities, Employee Benefits, Financial Planners, General Insurance, IRAs, Life Insurance, Long-term Care, Property, Reinsurance, Training, Underwriting, Property
Education
The American College 1984 — 2012
CLU, RHU, LUTCF, Insurance
Tony Robbins Course 2000 — 2005
Personal Power, Sales
Dale Carnegie Training 1978 — 1991
Leadership
University of Georgia Ext. 1979 — 1980
Abraham Baldwin Agricultural College 1977 — 1979
Bainbridge College 1977 — 1978
Christina Norwood's Innovative Financial Group Experience May 2010 - August 2011
Job MHA Candidate at Columbia University Mailman School of Public Health
Industry Hospital & Health Care
Experience
Whole Foods Market May 2014 - August 2015
NDRecords October 2010 - August 2015
Warner Music Group February 2013 - September 2013
Third Man Records August 2011 - May 2012
Innovative Financial Group May 2010 - August 2011
Skills
Conflict Resolution, Project Planning, Project Management, Fundraising, Administrative..., Music Business...
Education
Columbia University Mailman School of Public Health 2015 — 2017
Health/Health Care Administration/Management
Middle Tennessee State University 2006 — 2010
B.A. Sociology, Sociology
Brentwood High School
Whole Foods Market May 2014 - August 2015
NDRecords October 2010 - August 2015
Warner Music Group February 2013 - September 2013
Third Man Records August 2011 - May 2012
Innovative Financial Group May 2010 - August 2011
Skills
Conflict Resolution, Project Planning, Project Management, Fundraising, Administrative..., Music Business...
Education
Columbia University Mailman School of Public Health 2015 — 2017
Health/Health Care Administration/Management
Middle Tennessee State University 2006 — 2010
B.A. Sociology, Sociology
Brentwood High School
Carmine Mazzotta's Innovative Financial Group Experience August 1978 - Present
Job President of Innovative Financial
Industry Financial Services
Experience
Innovative Financial August 1978 - Present
Innovative Financial Group August 1978 - Present
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Investments, Insurance, Tax, Investment Strategies, Wealth, Financial Advisory, Wealth Accumulation, Employee Benefits, Financial Planners, Finance, Small Business, Entrepreneurship, Life Insurance, Mutual Funds, Retirement, Financial Services, Wealth Management, Disability Insurance, Fixed Annuities, Term Life Insurance, High Net Worth..., Critical Illness, Wealth Management..., Asset Allocation, Investment Advisory, Personal Finance, Long-term Care, Portfolio Management, Pensions, Personal Financial..., Asset Management, Investment Management, Bonds, Estate Tax Planning, Universal Life, Savings, ETFs, Trusts, Mortgage Lending, Commercial Mortgages, Residential Mortgages, Financial Planning
Education
Society of Tax and Estate Practioners 2000 — 2002
TEP, Trusts and Estate and Tax Planning
Carleton University 1974 — 1978
B Comm, Finance
Glebe Collegiate 1969 — 1974
Innovative Financial August 1978 - Present
Innovative Financial Group August 1978 - Present
Skills
Estate Planning, Retirement Planning, Strategic Financial..., Investments, Insurance, Tax, Investment Strategies, Wealth, Financial Advisory, Wealth Accumulation, Employee Benefits, Financial Planners, Finance, Small Business, Entrepreneurship, Life Insurance, Mutual Funds, Retirement, Financial Services, Wealth Management, Disability Insurance, Fixed Annuities, Term Life Insurance, High Net Worth..., Critical Illness, Wealth Management..., Asset Allocation, Investment Advisory, Personal Finance, Long-term Care, Portfolio Management, Pensions, Personal Financial..., Asset Management, Investment Management, Bonds, Estate Tax Planning, Universal Life, Savings, ETFs, Trusts, Mortgage Lending, Commercial Mortgages, Residential Mortgages, Financial Planning
Education
Society of Tax and Estate Practioners 2000 — 2002
TEP, Trusts and Estate and Tax Planning
Carleton University 1974 — 1978
B Comm, Finance
Glebe Collegiate 1969 — 1974
Charles Herron Charles Herron's Innovative Financial Group Experience February 2015 - Present
Job Investment Advisor Representative at Innovative Financial Group
Industry Financial Services
Experience
Innovative Financial Group February 2015 - Present
Innovative Financial Group July 2014 - February 2015
Skipper's September 2011 - May 2014
Education
Miami University 2010 — 2014
Bachelor's degree, Economics
Montgomery Bell Academy 2004 — 2010
Innovative Financial Group February 2015 - Present
Innovative Financial Group July 2014 - February 2015
Skipper's September 2011 - May 2014
Education
Miami University 2010 — 2014
Bachelor's degree, Economics
Montgomery Bell Academy 2004 — 2010
Brittanye Schexnayder Brittanye Schexnayder's Innovative Financial Group Experience April 2011 - April 2012
Job Mortgage Loan Processing
Industry Financial Services
Experience
CMG Financial April 2014 - Present
Reliance First Capital July 2012 - October 2013
YMCA of Middle Tennessee February 2011 - October 2012
Innovative Financial Group April 2011 - April 2012
The Law Office of Hall & sitler July 2008 - October 2010
Skills
Customer Service, Public Speaking, Event Management, Data Entry, Outlook, Filing, PowerPoint, Event Planning, Community Outreach, Microsoft Word, Training, Recruiting, Credit, Banking, Loans, Underwriting, Mortgage Banking, Sales
Education
Middle Tennessee State University 2009 — 2013
B.S., Industrial Organizational Psychology
White House High School 2001 — 2005
Diploma, Marketing Specialty
CMG Financial April 2014 - Present
Reliance First Capital July 2012 - October 2013
YMCA of Middle Tennessee February 2011 - October 2012
Innovative Financial Group April 2011 - April 2012
The Law Office of Hall & sitler July 2008 - October 2010
Skills
Customer Service, Public Speaking, Event Management, Data Entry, Outlook, Filing, PowerPoint, Event Planning, Community Outreach, Microsoft Word, Training, Recruiting, Credit, Banking, Loans, Underwriting, Mortgage Banking, Sales
Education
Middle Tennessee State University 2009 — 2013
B.S., Industrial Organizational Psychology
White House High School 2001 — 2005
Diploma, Marketing Specialty
Mary Beth Sullivan Mary Beth Sullivan's Innovative Financial Group Experience January 2015 - June 2015
Job Administrative Professional
Industry Financial Services
Experience
Innovative Financial Group January 2015 - June 2015
John Hancock Financial Services / Dawn Edens, CLTC January 2009 - December 2014
Collins and Company August 2008 - June 2009
Innovative Financial Group August 2005 - August 2008
Skills
Insurance, Life Insurance, Sales, Customer Service, Management, Microsoft Excel, Microsoft Office, PowerPoint, Team Building, Marketing, Telephone Skills
Education
Chattanooga State Community College 2006 — 2008
Associate's Degree, American Sign Language (ASL), 4.0
State University of West Georgia 1998 — 2000
Bachelor of Business Administration (BBA), Management
Dalton State College 1995 — 1998
Associate's Degree, Business Administration and Management, General
Innovative Financial Group January 2015 - June 2015
John Hancock Financial Services / Dawn Edens, CLTC January 2009 - December 2014
Collins and Company August 2008 - June 2009
Innovative Financial Group August 2005 - August 2008
Skills
Insurance, Life Insurance, Sales, Customer Service, Management, Microsoft Excel, Microsoft Office, PowerPoint, Team Building, Marketing, Telephone Skills
Education
Chattanooga State Community College 2006 — 2008
Associate's Degree, American Sign Language (ASL), 4.0
State University of West Georgia 1998 — 2000
Bachelor of Business Administration (BBA), Management
Dalton State College 1995 — 1998
Associate's Degree, Business Administration and Management, General
Tom Pullen's Innovative Financial Group Experience September 2001 - Present
Job VP Business Development at Innovative Financial Group
Industry Professional Training & Coaching
Experience
Innovative Financial Group September 2001 - Present
TJP CONSULTING SERVICES January 2000 - Present
Algonquin College September 2008 - 2014
Ottawa Senators 1999 - 2001
LearnQuest 1992 - 1994
Comminity Bank NA April 1982 - June 1992
Skills
Management, Sales, Leadership, Training, Process Improvement, Research, PowerPoint, Key Note Speaker, Knowledgeable ACT / CRM..., Experinced Business..., Proficient Microsoft..., Collaborator, Accomplished networking...
Education
University of Ottawa 1970 — 1977
Masters in Education, Education and Business
University of Michigan 1964 — 1968
Honours in Science and Education, Secondary Education and Teaching
Innovative Financial Group September 2001 - Present
TJP CONSULTING SERVICES January 2000 - Present
Algonquin College September 2008 - 2014
Ottawa Senators 1999 - 2001
LearnQuest 1992 - 1994
Comminity Bank NA April 1982 - June 1992
Skills
Management, Sales, Leadership, Training, Process Improvement, Research, PowerPoint, Key Note Speaker, Knowledgeable ACT / CRM..., Experinced Business..., Proficient Microsoft..., Collaborator, Accomplished networking...
Education
University of Ottawa 1970 — 1977
Masters in Education, Education and Business
University of Michigan 1964 — 1968
Honours in Science and Education, Secondary Education and Teaching
Rem Cooper Rem Cooper's Innovative Financial Group Experience February 2012 - Present
Job Registered Representative With Innovative Financial Group
Industry Insurance
Experience
Innovative Financial Group February 2012 - Present
Middle Tennessee State University August 2011 - August 2012
A Dream Come True Catering and Events September 2011 - June 2012
Education
Middle Tennessee State University 2011 — 2012
University of Mississippi 2006 — 2010
English & Marketing
Innovative Financial Group February 2012 - Present
Middle Tennessee State University August 2011 - August 2012
A Dream Come True Catering and Events September 2011 - June 2012
Education
Middle Tennessee State University 2011 — 2012
University of Mississippi 2006 — 2010
English & Marketing
Ann Marie Joyce's Innovative Financial Group Experience September 2013 - Present
Job Registered Representative at Innovative Financial Group
Industry Financial Services
Experience
Innovative Financial Group September 2013 - Present
Capital Financial Group March 2011 - December 2011
MassMutual Financial Group March 2011 - December 2011
Securities America Advisors, Inc. February 2008 - March 2011
First Tennessee Bank 1998 - 1999
Education
Boston University 2005 — 2007
Financial Planning, Certified Financial Planning
Texas State University 1987 — 1990
BBA, Marketing, Finance
Innovative Financial Group September 2013 - Present
Capital Financial Group March 2011 - December 2011
MassMutual Financial Group March 2011 - December 2011
Securities America Advisors, Inc. February 2008 - March 2011
First Tennessee Bank 1998 - 1999
Education
Boston University 2005 — 2007
Financial Planning, Certified Financial Planning
Texas State University 1987 — 1990
BBA, Marketing, Finance
Christopher L. Shekell's Innovative Financial Group Experience September 2008 - June 2014
Job Financial Services Professional
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. June 2014 - Present
Innovative Financial Group September 2008 - June 2014
First Investors Corporation December 2007 - September 2008
Skills
Retirement Planning, Retirement, Life Insurance, Investments, Strategic Financial...
Education
Springfield College 2004 — 2008
Bachelor's degree, Business Management & Finance
Transamerica Financial Advisors, Inc. June 2014 - Present
Innovative Financial Group September 2008 - June 2014
First Investors Corporation December 2007 - September 2008
Skills
Retirement Planning, Retirement, Life Insurance, Investments, Strategic Financial...
Education
Springfield College 2004 — 2008
Bachelor's degree, Business Management & Finance
Fernando J. Vallejo's Innovative Financial Group Experience January 2011 - Present
Job Financial Advisor at Allianz
Industry Financial Services
Experience
Innovative Financial Group January 2011 - Present
Financial Advisor Wealth Builder March 2010 - Present
Since 1976 November 1976 - June 2013
Skills
Fixed Annuities, Long-term Care, Strategic Financial..., Term Life Insurance, Disability Insurance, Insurance, Health Insurance, Event Management, Employee Benefits, Salesforce.com, Medicare, Marketing, Mutual Funds, Retirement Planning, Life Insurance, Financial Planning, Series 7, Retirement, Finance, Critical Illness, Investments
Education
Miami Dade College 1975 — 1977
Miami Sr. High 1972 — 1973
Innovative Financial Group January 2011 - Present
Financial Advisor Wealth Builder March 2010 - Present
Since 1976 November 1976 - June 2013
Skills
Fixed Annuities, Long-term Care, Strategic Financial..., Term Life Insurance, Disability Insurance, Insurance, Health Insurance, Event Management, Employee Benefits, Salesforce.com, Medicare, Marketing, Mutual Funds, Retirement Planning, Life Insurance, Financial Planning, Series 7, Retirement, Finance, Critical Illness, Investments
Education
Miami Dade College 1975 — 1977
Miami Sr. High 1972 — 1973