Integrity Financial Services
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Integrity Financial Services Employees
Bank of America September 2015 - Present
Bank of America April 2012 - September 2015
Bank of America November 2009 - March 2012
Bank of America October 2008 - November 2009
Bank of America / Countrywide Home Loans May 2006 - October 2008
Centrue Bank 2005 - 2006
Integrity Financial Services 2003 - 2005
Upside Trading Group 1999 - 2001
Klee Research and Trading November 1997 - October 1999
Skills
Six Sigma, Financial Forecasting, Mortgage Banking, Forecasting, Pricing, Mortgage, Excel, PowerPoint, Access, Corporate FP&A, Mortgage Lending, Credit Risk, Financial Reporting, Microsoft Excel, Financial Analysis, Finance, Sales, Customer Service
Education
The University of Dallas 2008 — 2011
MBA
The University of Chicago 1993 — 1997
B.A., Economics
The Washington Center for Internships and Academic Seminars 1993 — 1993
Academic Internship Semester, Minority Leaders Fellowship Program
Guardian Security Systems, Inc. June 2015 - Present
OpenWorks July 2013 - June 2015
Sonitrol Pacific April 2010 - July 2013
Image By Design January 2008 - March 2010
C Dory Marine Group April 2004 - December 2007
Integrity Financial Services February 2002 - January 2004
Allied Fire & Security March 1995 - January 2002
Skills
Access Control, Security, Account Management, CCTV, B2B, Sales Management, Sales, Fire Alarm, Selling, Solution Selling, Alarm Systems, Direct Sales, Team Building, Salesforce.com, Cold Calling, New Business Development, Security Management, Surveillance, Operations Management, Sales Process, Marine Industry, Territory Startup &..., Product Marketing
Education
Saint Michael's College
Bachelor's degree, Business Administration and Management, General
Integrity Financial Services July 2008 - Present
Skills
Financial Analysis, Leadership, Small Business, Customer Service, Employee Benefits, Strategic Planning, Strategic Financial..., Insurance, Finance, Retirement Planning, Investment Advisory, Financial Planners, Investment Management
Education
Tarleton State University 1983 — 1988
BS, MST, Agricultural Education
Siemens Industry US December 2012 - Present
AGL Resources March 2011 - December 2012
Mid-Way Supply, Inc. 2003 - December 2010
Integrity Financial Services 2002 - 2003
Enterprise Rent-A-Car 2000 - 2002
US Filter 1998 - 2000
Skills
New Business Development, Product Management, Business Development, Strategy, Strategic Planning, Team Leadership, Leadership, Management, Sales, Negotiation, Sales Management, Account Management, Team Building, B2B, Sales Operations, Business Planning, Cold Calling, Salesforce.com, Pricing, Enterprise Software, Key Account Management, Business Intelligence, Contract Negotiation, Forecasting, Market Planning, Selling, Sales Process, Business Strategy, Start-ups, Strategic Partnerships, Product Development, Manufacturing, Marketing, Coaching, Budgets, P&L Management, Operations Management, Marketing Strategy, Product Marketing, Project Management, Energy, Competitive Analysis, CRM, Direct Sales, Cross-functional Team..., Program Management, Training, Purchasing, Process Improvement, Sales Presentations
Education
Arizona State University - W. P. Carey School of Business 2015 — 2015
Services Leadership Institute
West Clayton University
B.A., Business Management
Fleetmatics April 2014 - Present
Wolters Kluwer, CCH November 2009 - August 2013
AccuQuote February 2009 - November 2009
ADP Dealer Services May 2008 - January 2009
Bass Financial Corp June 2006 - May 2008
Integrity Financial Services December 2002 - May 2006
Enterprise Recovery Systems, Inc. ® August 2000 - December 2002
Skills
Business Development, Territory Development, Inside Sales, Collections, Sales, Sales Management, Life Insurance, Mortgage Lending, Outside Sales, Account Management, Supervisory Experience, Management, New Business Development, Mortgage Banking, Cold Calling, Sales Process, Sales Operations, B2B
Education
DePaul University 1995 — 2000
Bachelor's degree, Marketing
University of Toledo 1992 — 1993
Bachelor's degree, General Studies
Associated Builders & Contractors Association Benefits Group May 2014 - Present
Integrity Financial Services June 1985 - Present
Motorists Insurance Group February 1998 - March 2012
Skills
Life Insurance, Annuities, Business Succession..., Employee Benefits, Insurance Training, Insurance, Underwriting, Investments, Term Life Insurance, Fixed Annuities, Health Insurance, Strategic Planning, Team Building, Customer Service, Sales Management, Professional Mentoring
Education
The American College
Financial Planning and Services
Warren Central High School
BlueMetal Inc. January 2015 - Present
SPR April 2010 - January 2015
Softchoice October 2008 - April 2010
Morningstar March 2007 - September 2008
Integrity Financial Services December 2005 - February 2007
Education
DePaul University
Bachelor of Science, Accounting
US Bank Home Mortgages July 2015 - September 2015
The Prudential Insurance Company of America September 2014 - December 2014
Jolt Radio September 2010 - July 2011
Royal Caribbean International and Celebrity Cruises May 2006 - May 2010
Integrity Financial Services 2004 - 2005
United States Marine Corps August 2000 - August 2004
Skills
Hotels, Hospitality, Hospitality Management, Tourism, Hospitality Industry, Customer Service, Hotel Management, Resorts, Food & Beverage, Revenue Analysis, Management, Pre-opening, Event Management, Training, Recruiting, Operations Management, Employee Relations, Team Leadership, Team Building, Microsoft Office, Leadership
Education
University of Southern California 2011 — 2014
Bachelor of Science (BS), Economics/Mathematics
Schwan’s Home Service November 2007 - Present
Diamond Home Mortgage August 2006 - April 2007
Integrity Financial Services August 2004 - January 2006
Skokie Valley Beverage, Inc August 2002 - July 2004
Iron Mountain January 1997 - April 2002
Skills
Customer Service, Customer Relations, Account Management, Merchandising, Key Account Management, Key Account Development, Time Management, Multi Tasking, Sales, Food & Beverage, Supervision, Supervisory Experience, Route Planning, Route Optimization
Education
College of Du Page
Associates of Arts Degree (In Progress), Business and Management
Northwestern Business College
Triton College
General Studies
East Leyden High School 1985 — 1989
INTEGRITY FINANCIAL SERVICES November 2001 - Present
ZACHARY JACKSON May 1998 - October 2000
SMITH BARNEY January 1993 - April 1998
GIBRALTAR SECURITIES November 1990 - December 1992
Skills
Fixed Annuities, Health Insurance, Retirement Planning, Retirement, Portfolio Management, Medicare, Insurance, Financial Planners, Employee Benefits, Strategic Financial..., Term Life Insurance, Long Term Care Insurance, Investments, Long-term Care, Disability Insurance, Financial Planning, Whole Life, Brokers, Group Insurance, Small Business, Estate Planning, Critical Illness, Medicare Part D, IRAs, Wealth Management..., Universal Life, Annuities, Long Term Care, Wealth Transfer, College Savings Plans, Wealth Preservation, IRA Rollovers, 401k Rollovers, Charitable Giving, Key Person Insurance, Group Benefits, Medicare Supplements, MEDICARE ADVANTAGE, Insurance Planning, Healthcare, Tax, Annuity, Medicare Prescription..., Accident Insurance, Asset Protection, Charities, Health Savings Accounts, 401k, Digital Estate Planning
Education
University of Arizona 1986 — 1990
BUSINESS ADMINISTRATION, FINANCE
PACE Enterprises, Inc Secure Document Destruction and Shredding August 2014 - Present
Citynet March 2014 - August 2014
Petroplus & Associates, Inc. September 2013 - January 2014
Integrity Financial Services January 2013 - October 2013
Trinity Christian School August 1997 - April 2013
State of West Virginia/Contractor July 2011 - December 2012
MedExpress July 2009 - May 2011
Trinity Christian School July 2004 - August 2009
Trinity Christian School June 1997 - August 2009
Mountaineer Paper and Janitorial May 2001 - June 2005
Skills
Public Speaking, Teaching, Customer Service, Microsoft Office, Curriculum Development, Strategic Planning, Leadership, Sales, Instructional Design, Management, Public Relations, Editing, Photoshop, Staff Development, Team Building, Business Development, Marketing Strategy, PowerPoint, Grant Writing, Leadership Development, Research, Healthcare, Microsoft Excel, Curriculum Design, Community Outreach, Social Media, Budgets, Team Leadership, Microsoft Word, Marketing, Training, Outlook, Event Planning, Higher Education, Program Management, Organizational..., E-Learning, Special Education, K-12, Educational Technology, Instructional Technology, Teacher Training, Social Networking, Event Management, Classroom, Educational Leadership, Supervisory Skills, Student Development, Volunteer Management, Program Development
Education
Boise State University 2015 — 2017
Master of Education (M.Ed.), Technology and Instructional Design
American Public University System 2012 — 2014
Master of Business Administration (M.B.A.), 4.0 GPA
West Virginia University 1999 — 2001
Educational Leadership and Administration, General
West Virginia University 1979 — 1984
Bachelor of Arts (BA), Business Administration Emphasis
Integrity Financial Services, LLC September 2010 - Present
SunTrust Mortgage July 2008 - February 2010
Homecomings Financial, A GMAC Company May 2004 - July 2008
Integrity Financial Services March 2000 - May 2004
Skills
Insurance, Employee Benefits, Underwriting, Sales Management, Mortgage Lending, Disability Insurance, Health Insurance, New Business Development, Strategic Planning, Account Management, Sales, Business Development, Life Insurance, Brokers, Team Building, Direct Sales, Leadership, Selling, Small Business, Marketing, Management, Mortgage Banking
Education
Lakeland College 1999 — 2005
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations, 3.8
Fox Valley Technical College 1994 — 1998
Associate's degree, Supervisory Management, 4.0
Aon May 2014 - Present
SolomonEdwardsGroup September 2012 - May 2014
The Mergis Group, a Randstad Company 2011 - September 2012
Kemper Inc November 2006 - November 2011
Integrity Financial Services January 2004 - November 2006
Skills
Management, SEC filings, Recruiting, Business Process..., Applicant Tracking..., Permanent Placement, OFCCP, Management Consulting, Employee Referral..., Business Development, Internet Recruiting, College Recruiting, Technical Recruiting, Sourcing, PeopleSoft, Consulting, Talent Management, Project Management, Executive Search, Talent Acquisition, Staffing Services, Contract Recruitment, Temporary Placement, Benefits Negotiation, Screening Resumes, Onboarding, Temporary Staffing, Financial Services, Interviews, Employer Branding, Staff Augmentation, Employee Relations, Resume Writing, Human Resources, Screening, Workforce Planning, Hiring, Search, Cold Calling, Recruitment Advertising, Personnel Management, Interview Preparation, New Hire Orientations, Taleo, Succession Planning, Employee Engagement, Performance Management, Building Relationships, Career Development, Benefits Administration
Education
Bradley University 2001 — 2003
Bachelors, Business Financial Management2003
Carl Sandburg College 1998 — 2001
Associate's Degree, Science and Mathematics