Jackson National Life Distributors LLC
Address: 7601 Technology Way, Denver, CO 80237 Phone: (877) 565-2968Place name: Hours: Website: : Category: : : : : : Website: http://www.jackson.com/ Category: Life insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Jackson National Life Distributors LLC Posting publicly on the Web Write a review Reviews 1 Google review
Jackson National Life Distributors LLC List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Jackson National Life Distributors LLC. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Jackson National Life Distributors LLC Salaries. You can even request information on how much does Jackson National Life Distributors LLC pay if you want to. Learn about salaries, pros and cons of working for Jackson National Life Distributors LLC directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
190 Jackson National Life Distributors LLC employees in database. Find out everything there's to know about Jackson National Life Distributors LLC employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Jackson National Life Distributors LLC Employees
Jackson National Life Distributors, LLC June 2015 - Present
Jackson National Life Distributors, LLC September 2013 - Present
Jackson National Life Distributors, LLC June 2013 - September 2013
Jackson National Life Distributors, LLC December 2012 - May 2013
Amonte Sports and WomensLax.com June 2009 - August 2012
University of Massachusetts Women's Lacrosse September 2008 - May 2012
Fenway Sports Management June 2011 - August 2011
Commonwealth Lacrosse Co November 2007 - January 2010
Skills
Microsoft Office, Leadership, Customer Service, Sales, Time Management, Social Media, Public Speaking, Sports, Teamwork, Finance, Marketing
Education
University of Massachusetts at Amherst - Isenberg School of Management 2009 — 2012
Sport Management, Education
Undergraduate Interfraternity Council at the University of Colorado, Inc. December 2014 - Present
Cigna May 2015 - August 2015
University of Colorado Mathematics Department January 2014 - May 2015
CU Fitness & Wellness August 2012 - May 2015
Jackson National Life Distributors LLC May 2014 - August 2014
The Pi Chapter of Alpha Sigma Phi December 2012 - December 2013
Center for Community Dinning Hall January 2012 - May 2012
Skills
Problem Solving, Mathematics, Teamwork, VBA, Time Management, Microsoft Excel, Leadership, Analytical Skills, Critical Thinking, R, Customer Service, Probability Theory, Close Attention to..., Actuarial Exams, Quantitative, Data Analysis, Matlab, Economics, Statistics, Statistical Modeling, Operations Research, Time Series Analysis, Linear Programming, Highly detail oriented, Budgets, Algorithms, Hardwork, Microsoft Office, Microsoft Word, PowerPoint, Mathematical Logic, Proof, Finance, Data Entry
Education
University of Colorado at Boulder 2011 — 2015
Bachelor's Degree
JACKSON National Life Distributors, LLC December 2011 - Present
Glenmoor Country Club September 2010 - July 2011
Blockbuster August 2007 - July 2010
Blockbuster, 2005 - 2010 August 2005 - July 2010
Skills
Leadership, Training, Employee Training, Management, Sales, Customer Service, Inventory Management, Event Planning, Program Management, Customer Experience, Staff Development, Personnel Management, Customer Satisfaction, Time Management, Microsoft Office, Microsoft Word, PowerPoint, Data Entry, Retail, Microsoft Excel
Education
Colorado State University 2007 — 2010
Bachelor of Arts, History
Colorado Mountain College
Associate of Arts (AA)
Jackson National Life Distributors LLC October 2011 - Present
Jackson National Life Distributors LLC February 2010 - September 2011
Jackson National Life January 2008 - February 2010
Jackson National Life February 2006 - January 2008
Jackson National Life October 2005 - February 2006
Skills
Marketing, Salesforce.com, Customer Service, Project Management, PowerPoint, Sales, Microsoft Office, Photoshop, Event Planning, Leadership, Microsoft Excel
Education
Azusa Pacific University 2001 — 2005
BS, Business Marketing
Otter Products February 2015 - Present
OtterBox February 2014 - February 2015
OtterBox August 2013 - February 2014
Jackson National Life Distributors LLC August 2012 - August 2013
Jackson National Life Distributors LLC October 2011 - August 2012
Brown's Shoe Fit CO August 2008 - October 2011
Merrill Lynch/Bank of America February 2010 - May 2010
JPG Engineering May 2008 - August 2009
American Airlines December 2007 - January 2008
Yampa Valley Golf Course May 2004 - August 2006
Skills
Series 6, Microsoft Office, Microsoft Excel, Microsoft Word, Salesforce.com, CRM, Avaya, Outlook, Market Research, Customer Service, Sales, Teamwork, Public Speaking, Team Building, Social Media Marketing, Marketing, Time Management, Management
Education
Colorado State University 2006 — 2010
BA, Economics, Business Administration
Jackson June 2014 - Present
Jackson National Life Distributors, LLC September 2012 - June 2014
AXA Advisors, LLC DBA George Financial May 2009 - September 2012
AXA Advisors, LLC September 2006 - May 2009
State Farm Insurance February 1992 - September 2006
Hart & Company Advertising 1989 - 1992
Skills
Marketing, Marketing Communications, Management, Account Management, Strategy, Sales, Insurance, Manage Client..., Life Insurance, Health Insurance, Cross-functional Team..., Team Building, Strategic Partnerships, Commercial Insurance, Fixed Annuities, Series 6, Series 63, Life & Health Insurance..., Licensed Property &..., Leadership, Strategic Planning
Education
Middle Tennessee State University 1987 — 1990
Bachelor of Science, Communications
Auburn University 1986 — 1987
Graphic Communications
Tesla Motors July 2015 - Present
Jackson National Life Distributors LLC June 2014 - August 2014
Jackson National Life Distributors LLC June 2013 - June 2014
Front Range Sports Network December 2012 - April 2013
24 Hour Fitness June 2011 - December 2012
BikeSource June 2009 - March 2010
Skills
Customer Service, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Leadership, Microsoft Word, Econometric Data..., Time Management, Linear Regression..., Entrepreneurship, Salesforce.com, Environmental..., Code Programming, Market Metrics, Natural Resource..., Environmental Economics, Long-term Customer..., Public Speaking, Customer Satisfaction, Team Leadership, Marketing, Outlook, Team Building, Data Entry, Social Media, Customer Retention
Education
Colorado State University 2010 — 2015
Bachelor of Arts, Economics & Business Administration
Appalachian Mineral Partners February 2014 - Present
JHS Land Company, LLC March 2012 - Present
EB Capital LLC March 2013 - February 2014
T. S. Dudley Land Company Inc. March 2012 - March 2013
Mahoney Environmental July 2011 - March 2012
Jackson National Life Distributors LLC June 2010 - May 2011
Skills
Energy, Microsoft Excel, Mergers & Acquisitions, Leases, Energy Industry, Research, Marketing, Natural Gas, Customer Service, Microsoft Word, Salesforce.com, Negotiation, Sales, Sales Management, Title Searches, Business Development, Petroleum, New Business Development, Strategic Planning, Land Acquisition, Project Management, Training, Leadership, Public Speaking, Real Estate, Contract Negotiation, Analysis, Oil/Gas, Oil & Gas Industry, Oil
Education
University of Denver 2012 — 2013
Petroleum Land Management Certificate Program, Daniels College of Business
Energy Force Landman Training 2012 — 2012
Field Landman Training Class
Colorado College 2006 — 2009
Bachelor of Arts, Environmental Science
Bond University 2005 — 2005
Study Abroad
Suffield Academy 2002 — 2005
High School Diploma
The National Outdoor Leadership School 2004 — 2004
Splashlight October 2014 - Present
Freelance July 2013 - October 2014
Jackson National Life Distributors LLC April 2011 - June 2013
Chair Entertainment Inc. August 2005 - December 2010
Gawk Inc. January 2006 - May 2007
Skills
Marketing, Leadership, Recruiting, Social Media, Social Media Marketing, Finance, Sales, Event Planning, Entrepreneurship, Email Marketing, Financial Services, Management, Online Marketing, Public Relations, Strategic Planning, Product Marketing, Event Management, Entertainment, Public Speaking, Photoshop, Nonprofits, Fundraising, Project Management, Marketing Strategy, Regulatory Compliance, Microsoft Excel, iWork, Adobe Creative Suite, Microsoft Office, Salesforce.com, Basic HTML, CSS, Team Leadership, Team Management, WordPress, Creative Direction, Strategy, Social Networking, Advertising, Customer Service, Business Development
Education
Belmont University 2003 — 2007
Bachelor in Business Administration, Business
Jackson National Life Distributors, LLC September 2010 - Present
Curian Capital September 2010 - Present
Jackson National Life Distributors, LLC April 2010 - September 2010
Jackson National Life May 2008 - April 2010
Jackson National Life Insurance April 2006 - May 2008
Adecco Group March 2004 - December 2005
Skills
Recruiting, Insurance, Training, Human Resources, Interviews, Management, Investments, Marketing, Leadership, Series 6, Retirement Planning, Employee Benefits, Fixed Annuities, Temporary Placement, Variable Annuities, Financial Services, Mutual Funds, Customer Service, Outlook, Account Management, Hiring, Life Insurance, New Business Development, FINRA, Cold Calling, Strategic Financial..., Retirement, Interpersonal..., Strategic Hiring, Hiring Practices, College Recruiting, Non-profit Board...
Education
Community College of Denver 2005 — 2007
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Colorado State University 1999 — 2002
Communications
Jackson National Life Distributors LLC October 2006 - Present
Creative Financial Partners 2005 - October 2006
Tempe Christian School September 2003 - May 2005
Skills
Series 7, Series 63, Series 6, Fixed Annuities, Mutual Funds, Retirement Planning, Variable Annuities, Retirement, 401k, Wealth Management, Investments, Insurance, Life Insurance, Securities, Alternative Investments
Education
Arizona State University
Bachelors, Business, Education
National American University
Pre Law
Transamerica Life Insurance Company October 2014 - Present
Transamerica Life Insurance Company October 2013 - October 2014
Jackson National Life Distributors LLC 2008 - 2013
United States Army April 2005 - April 2008
Skills
Leadership, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Series 63, Fixed Annuities, Mutual Funds, Retirement Planning, Series 6, Retirement, Investments, Insurance, Life Insurance, Wealth Management, Asset Allocation, Salesforce.com, Financial Advisory, Microsoft Word, Alternative Investments, Securities, Outlook, 401k, Team Building, Sales, Variable Annuities, Database Administration, Dreamweaver, Investment Strategies, Training, Series 7, Financial Services, Finance, Strategic Planning, Marketing, Financial Planning, Public Speaking, Management
Education
Ball State University 2000 — 2004
Jackson National Life Distributors LLC December 2013 - Present
Jackson National Life Distributors LLC October 2012 - Present
Jackson National Life Distributors LLC 2010 - October 2012
Jackson 2007 - 2010
Skills
Series 7, Series 63, Alternative Investments, Variable Annuities, Financial Analysis, Insurance, Microsoft Excel, Microsoft Office, Relationship Management, Access, Series 6, Mandarin, Annuity Sales, Retirement, Asset Allocation
Education
Michigan State University 2003 — 2007
Bachelors, Finance, Economics, Mandarin Chinese
TIAA-CREF March 2014 - Present
Moreton Retirement Partners August 2013 - January 2014
N/A March 2013 - August 2013
Culver Investment Company, LLC July 2012 - February 2013
Dividend Capital January 2012 - July 2012
Russell Investments April 2011 - December 2011
Jackson National Life Distributors, LLC May 2009 - April 2011
Core Financial January 2009 - April 2009
Skills
Wealth Management, Investments, Mutual Funds, Retirement Planning, Alternative Investments, Qualified Retirement..., Retirement Plan..., IRAs, 529 Plans, Annuities, Asset Allocation, Separately Managed..., Portfolio Management, Holistic Financial..., Personal Tax Planning, Roth IRA, ETFs, Fixed Annuities, Investment Strategies, Financial Planning, Microsoft Office, Retirement
Education
Creighton University 2013 — 2016
Master of Investment Management and Financial Analysis (MIMFA), 3.67
The American College
American Society of Pension Professionals & Actuaries (ASPPA) 2012 — 2013
Boston University 2011 — 2012
Certificate in Financial Planning
University of Northern Colorado 2005 — 2009
Bachelor of Science in Business Administration, Finance and Marketing
Boise State University 2004 — 2005
Finance
Jackson National Life Distributors LLC March 2013 - Present
National Planning Corporation (NPC) June 2011 - February 2013
Curian Capital June 2009 - May 2011
Ivy Funds January 2006 - December 2008
Skills
Series 7, Mutual Funds, Fixed Annuities, Wealth Management, Asset Allocation, Asset Managment, Investments, Series 63, Uniform Combined State..., Portfolio Management, Alternative Investments, Retirement Planning
Education
Colorado State University 1999 — 2003
BS, Finance & Real Estate
Janus Capital Group June 2013 - Present
Jackson National Life Distributors LLC March 2010 - May 2013
Skills
Mutual Funds, Investments, Sales, Insurance, Financial Analysis, Series 63, Series 7, Public Speaking, Portfolio Management, Wealth Management, Marketing, Account Management, Microsoft Word, Retirement Planning, Strategic Planning, Strategic Financial..., Microsoft Excel, Asset Allocation, Alternative Investments, Asset Managment, Budget, Series 6, Retirement, Securities, Variable Annuities
Education
Towson University 2008 — 2009
Bachelor of Science, Communication Studies
Stevenson University 2006 — 2008
Communications Studies
Jackson June 2014 - Present
Jackson National Life Distributors LLC December 2010 - May 2014
BKD, LLP January 2009 - July 2010
Accounting Services of Durango February 2008 - August 2008
Skills
Accounting, Auditing, Financial Advisory, Accounts Payable, Retirement, Series 63, Payroll, Series 6, Life Insurance, Financial Analysis, Strategic Financial..., Financial Reporting, 401k, Internal Audit, Mutual Funds
Education
Fort Lewis College 2004 — 2008
Bachelor's Degree, Finance, Accounting
Jackson May 2015 - Present
Jackson October 2014 - April 2015
Jackson National Life August 2012 - September 2014
Jackson National Life Distributors LLC 2011 - August 2012
Northwestern Mutual March 2010 - March 2011
SunTrust Bank 2008 - 2010
MetLife Investors 2006 - 2008
Skills
Sales, Investments, Series 24, Series 7, Series 63, Insurance, Series 6, Variable Annuities, Relationship Management, Alternative Investments, Wealth Management, Customer Service, Investment Advisory, Financial Advisory, 401k, Fixed Annuities, Retirement, Retirement Planning, Salesforce.com, Strategic Financial...
Education
Drake University
MPA, Executive Leadership
University of Iowa
BA, Psychology, Education
Charles Schwab March 2015 - Present
Jackson National Life Distributors LLC April 2012 - March 2015
Securities America, Inc. Member FINRA/SIPC January 2010 - April 2012
Securities America, Inc. Member FINRA/SIPC October 2008 - December 2009
Carson Wealth Management Group October 2007 - September 2008
Charles Schwab March 2007 - October 2007
TD Ameritrade December 2004 - February 2007
Education
Bellevue University 2004 — 2007
BS, Business Administration Technical Studies
AIG Financial Products May 2013 - Present
Jackson National Life Distributors, LLC May 2012 - April 2013
Jackson National Life Distributors, LLC July 2010 - May 2012
Jackson National Life Distributors LLC August 2008 - July 2010
Travis Credit Union October 2004 - July 2008
Skills
Series 7, Series 6, Series 24, Series 63, General Securities..., Consultative Selling..., Sales, Public Speaking, Variable Annuities, Alternative Investment..., Certified Fund..., Mutual Funds, Finance, Building Strong..., Sales Management
Education
California State University-Sacramento 2004 — 2007
Bachelor of Science (B.S.), Finance and Risk Management / Insurance
Jackson National Life Distributors LLC August 2010 - Present
Jackson National Life Distributors LLC July 2009 - August 2010
Jackson National Life Distributors LLC May 2006 - July 2009
Skills
Fixed Annuities, Retirement, Retirement Planning
Education
Bentley College 2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General
Camden Hills
Jackson National Life Distributors, LLC May 2002 - Present
Curian Capital 2002 - Present
DM Stone Recruitment Solutions August 1999 - April 2002
Skills
FINRA, 401k, Recruiting, Contract Recruitment, Financial Services, Mutual Funds, Wealth Management, Series 7, Customer Service, Behavioral Interviewing, Training, Series 6, Series 63, Alternative Investments, Insurance, Investments, Account Management, Banking, Strategic Planning, Sales, Securities, Capital Markets, Employer Branding, Financial Analysis, Public Speaking, Microsoft Word, Retirement Planning, Fixed Annuities, Asset Management, Relationship Management, Variable Annuities, Series 24, Financial Advisory, Asset Allocation, Retirement
Education
University of Arizona 1993 — 1997
Bachelor, Nutrition and Chemistry
National Planning Holding, INC February 2014 - Present
Jackson National Life Distributors, LLC February 2012 - February 2013
National-Louis University October 2009 - December 2012
US CENSUS January 2009 - September 2010
Fidelity Investments August 2004 - February 2008
Sacramento Youth Symphony 2005 - 2007
Charles Schwab July 1992 - July 2004
Skills
Sales Management, Investments, Strategic Planning, Customer Relations, Customer Service, New Business Development, Team Building, Public Speaking, Team Management, Problem Solving, Strategy, Recruiting, Management, Leadership, Performance Management, Coaching, Financial Services, Program Management, Project Management, Mutual Funds, Sales
Education
California State University-Sacramento 2005 — 2007
EMBA, Business
Chicago State University 1989 — 1992
B.A, General Studies
Jackson January 2014 - Present
Jackson National Life Distributors, LLC May 1997 - Present
New England Annuities 1996 - 1997
North American Security Life 1994 - 1996
Skills
CRM, Business Analysis, Salesforce.com, Project Management, Leadership, Business Planning, New Business Development, Financial Services, Management, Sales, Marketing, Sales Management, Product Development, Sales Operations, Series 7, Customer Service, Series 63, Series 6, Mutual Funds, Team Building, Account Management, Project Planning, Retirement Planning, Strategic Planning
Education
University of Denver - Daniels College of Business 2009 — 2011
MBA, Executive Masters of Business Adminstration
University of New England 1990 — 1992
B.S., Medical Biology
Saint Michael's College 1987 — 1990
Your Vision Financial Services May 2015 - Present
Palomar Financial Services, LLC May 2014 - Present
Your Vision Financial Services - A Retirement Income Company December 2013 - Present
Jackson National Life Distributors LLC 1999 - December 2013
Jackson National 1999 - December 2013
Security First Group 1995 - 1999
Skills
Variable Annuities, Series 6, Series 63, Mutual Funds, Fixed Annuities, Series 7, Separately Managed..., Series 65, 401k, Series 24, Retirement Planning, Retirement, FINRA, Asset Allocation, Uniform Combined State..., Life Insurance, Financial Advisory, IRAs, Wealth Management, ETFs, Alternative Investments, Securities, Investment Advisory
Education
Lebanon Valley College 1977 — 1982
BS, Business Admistration
Nassau Community College 1979 — 1980
Business Admin
Jackson National Life Distributors LLC February 2015 - Present
Jackson August 2014 - February 2015
Jackson National Life August 2012 - August 2014
St. Jude Children's Research Hospital August 2011 - December 2011
Vanderbilt University July 2009 - December 2011
WSMV May 2011 - August 2011
Education
Vanderbilt University 2009 — 2011
Bachelor of Arts, Communication Studies
The University of Georgia 2007 — 2009
Speech Communications
Bremont Watch Company September 2014 - Present
Jackson National Life Distributors LLC August 2012 - September 2014
NMH Electrical Contracting 2003 - 2009
D.A. Wright Electrical Contractors 1997 - 2003
Skills
Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Microsoft Office, Corporate Finance, Market Research, Investments, PowerPoint, Due Diligence, Business Development, Strategic Planning, Real Estate, Analysis, Sales, Competitive Analysis, Microsoft Word
Education
University of Denver - Daniels College of Business 2010 — 2012
BSBA, Major: Finance, Minor: Real Estate
Drury University 2009 — 2010
BA, Business
East Devon College, England 1998 — 2002
Advanced NVQ Level 4, Electrical Engineering
Charles Schwab May 2013 - Present
Jackson National Life Distributors LLC October 2009 - January 2013
TCF Bank March 2009 - September 2009
Charles Schwab February 2007 - February 2009
Liberty Mutual Funds January 2001 - January 2002
Charles Schwab January 1998 - January 2001
Skills
Mutual Funds, Sales, Financial Services, Series 63, Series 7, Relationship Management, Investments, Fixed Annuities, Business Development, Leadership, Management, Selling
Education
Colorado State University 1994 — 1998
B.A, Political Science
Jackson National Life April 2006 - Present
The Hartford 2005 - 2006
Jackson National Life Distributors LLC July 2002 - March 2005
Skills
Securities, FINRA, Series 7, Mutual Funds, Insurance, Series 63, Fixed Annuities, Series 24, Series 6, Investments, Retirement, Variable Annuities, Financial Services, Corporate Governance, Retirement Planning, Securities Regulation, Due Diligence, 401k
Education
Thomas M. Cooley Law School 1992 — 1995
Juris Doctor
University of Massachusetts Boston 1988 — 1990
Bachelors of Arts, Political Science
University of California, Santa Barbara 1982 — 1984
Business Economics
Santa Barbara City College 1980 — 1982
Associate Arts, Business Administration
Jackson National Life Distributors, LLC December 2005 - Present
ING January 1996 - December 2005
Integrity Life January 1994 - January 1996
Skills
Annuities, Series 7, Series 63, Fixed Annuities, Wholesale, Variable Annuities, Financial Advisory, Retirement Planning, Series 6, Asset Allocation, Securities, Investment Strategies, Alternative Investments, Wealth Management, FINRA, Mutual Funds, Investments
Education
University of Louisville 1990 — 1993
B.A., Economics
Centre College 1989 — 1990
St Xavier High School Louisville, KY 1986 — 1989
Jackson National Life Distributors, LLC September 2002 - Present
Curian Capital March 2013 - January 2014
Oklahoma Bank & Trust May 1998 - August 2002
Skills
Investments, Series 63, Series 6, Fixed Annuities, Variable Annuities, Retirement Planning, FINRA, Mutual Funds, 401k, Retirement, Asset Allocation, Separately Managed..., Series 65, Alternative Investments, Uniform Combined State..., Unified Managed Accounts
Education
Southwestern Oklahoma State University 1998 — 2002
Bachelor of Business Administration (BBA), Finance, General
Arrow Electronics December 2012 - April 2013
Acosta Sales & Marketing September 2011 - November 2012
Jackson National Life Distributors LLC June 2011 - September 2011
UNITAS Foreign Language Academy March 2010 - March 2011
University of Denver August 2009 - October 2010
University of Colorado at Boulder January 2008 - December 2008
Skills
Teaching, Leadership, Management, Japanese, Research, Public Speaking, Event Planning, PowerPoint, Social Media, Microsoft Office, Time Management, Microsoft Excel, Intercultural..., Event Management, Sales, Customer Service
Education
University of Colorado 2005 — 2009
B.A, Japanese Language and Culture
Kansai Gaidai University 2007 — 2007
Grandview High School 2001 — 2005
Diploma, 2005
SEI September 2015 - Present
Curian Capital December 2011 - September 2015
National Planning Holdings July 2010 - December 2011
Jackson National Life Distributors LLC 2006 - July 2010
Skills
Series 63, Series 7, Series 6, Separately Managed..., Mutual Funds, Wealth Management, Retirement Planning, Fixed Annuities, 401k, Investments, Asset Allocation, Alternative Investments, Variable Annuities, Uniform Combined State..., Retirement, Investment Advisory, Financial Services, Securities, Life & Health Insurance..., Wholesale, Financial Advisory, Series 24, FINRA, Investment Strategies, Life Insurance, ETFs, Asset Management, Financial Planning, IRAs, Strategic Financial..., Qualified Retirement..., Estate Planning, Wholesaling, Fixed / Indexed..., CFS - Certified Fund..., Series 66
Education
Colorado State University 2000 — 2005
Business / Technical Journalism, Marketing, Video Communication
Jackson National Life Distributors LLC October 2014 - Present
Jackson National Life Distributors LLC August 2014 - October 2014
LRXD October 2013 - 2014
Amelie Company Advertising & PR November 2012 - October 2013
Vladimir Jones June 2008 - November 2012
Zolo Technologies, Inc. March 2007 - June 2008
Xwest Inc October 2006 - March 2007
Rock Bottom Restaurants, Inc 2006 - 2006
Skills
Advertising, Promotions, Press Releases, Budgeting, Customer Service, Social Media, Digital Media, Writing, Strategic Planning, Product Marketing, Integrated Marketing, Budgets, Social Media Marketing, Marketing Communications, Creative Direction, Creative Strategy, Account Management, Public Relations, Event Planning, Marketing, Strategy, SEO, Media Relations, Strategic Communications, Event Management, Email Marketing, Marketing Strategy, Management, Media Planning, Online Advertising, Online Marketing, Digital Marketing, CRM, Interactive Marketing, Digital Strategy, Brand Development, Media Buying, Mobile Marketing, Direct Mail, Direct Marketing, Facebook, Interactive Advertising, Marketing Research, Brand Management, Copywriting, Brand Awareness, Social Networking, Social Media Measurement, Outdoor Advertising, Sponsorship
Education
University of Colorado Boulder 2002 — 2006
BA, Communication, Business, Spanish
Universitat Pompeu Fabra 2005 — 2005
Spanish
Jackson National Life Distributors LLC 2013 - Present
Ker-Plunk Piano Service 2001 - Present
BBVA Compass 2011 - 2013
Wells Fargo Bank 2010 - 2011
Skin Pathology Associates Inc 2009 - 2010
Skills
Series 6, Series 63, Life Insurance, Retail Banking, Mortgage Lending, Loans, Sales, Credit, Investments, Banking, Consumer Lending, Mutual Funds, Commercial Lending, Small Business Lending, Cross Selling, Series 7, Series 65, Loan Origination, Alternative Investments, Investment Advisory, Business Banking, Commercial Banking
Education
Liberty University 2006 — 2010
B.S., Accounting
American School of Piano Tuning 2000 — 2001
Diploma, Piano Tuning & Repair
Jackson September 2015 - Present
Jackson National Life Distributors LLC August 2013 - Present
Jackson National Life Distributors LLC July 2009 - August 2013
Wachovia Securities Financial Network May 2007 - July 2009
Skills
Investments, Mutual Funds, Series 7, Series 6, Series 63, Alternative Investments, Leadership, Retirement Planning, Retirement, Variable Annuities
Education
Southern Illinois University, Carbondale 1997 — 2001
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Stitch Fix June 2015 - Present
The Inverness Hotel and Conference Center June 2014 - April 2015
Jackson National Life Distributors LLC March 2013 - June 2014
Jackson National Life Distributors LLC October 2010 - March 2013
Tula Event Productions May 2009 - October 2010
Skills
Outlook, Microsoft Word, Microsoft Excel, PowerPoint, Salesforce.com, MapPoint, Event Planning, Event Management, Marketing, Social Media Marketing, Venue Search, Coordinating Events, Budgets, Customer Service, Public Speaking, Corporate Events, Events Coordination, Leadership, Management, Sales
Education
Colorado State University 2006 — 2010
Bachelor of Natural Resource Recreation and Tourism, Meeting and Event Planning
OppenheimerFunds January 2015 - Present
OppenheimerFunds August 2012 - December 2014
Merrill Lynch June 2011 - July 2012
Jackson National Life Distributors LLC May 2009 - May 2011
The Hartford September 2006 - May 2009
Skills
Selling, Direct Sales
Education
Rutgers University-New Brunswick
Bachelor's Degree, Economics
The Hun School of Princeton
Jackson National Life Distributors LLC March 2004 - Present
First Western Trust Bank January 2001 - February 2004
Trust Company of America October 1999 - February 2001
Envestnet Asset Management October 1997 - September 1999
Fortis March 1995 - September 1997
E & Y 1993 - 1995
KPMG 1986 - 1993
Skills
Certified Retirement..., FINRA Series 7 (2012), FINRA Series 99 (2012), Accounting, Finance, Information Technology, Auditing, Financial Analysis
Education
State University of New York College at Fredonia 1977 — 1979
Bachelor of Business Administration (B.B.A.)
Transamerica January 2015 - Present
Transamerica April 2014 - December 2014
Jackson National Life Insurance Company January 2013 - April 2014
Jackson National Life Distributors, LLC March 2011 - January 2013
Jackson National Life Distributors, LLC June 2010 - March 2011
Focus Point Press June 2008 - September 2008
The Lantern September 2007 - December 2007
Skills
Marketing, Marketing Strategy, Event Planning, Customer Service, Sales, Account Management, Salesforce.com, Investments, Series 6, Financial Services, Microsoft Excel, Microsoft Office, SharePoint, Marketo, ExactTarget
Education
The Ohio State University 2004 — 2008
Bachelor's, Journalism, Business Minor
Jackson National Life Distributors LLC January 2015 - Present
The First Tee of Mid-Michigan January 2013 - Present
Jackson National Life Distributors LLC October 2011 - Present
Jackson National Life Distributors LLC November 2009 - September 2011
Jackson National Life Distributors LLC August 2009 - October 2009
Dart Container Corporation January 2005 - July 2009
Skills
Credit, Process Improvement, Risk Management, Forecasting, Accounts Receivable, Credit Analysis, Customer Service, Microsoft Excel, Budgets, Insurance, Strategic Planning, Risk Assessment, Credit Risk, Business Resilience, Operations Management, Operational Risk, Visionary Thinking, Problem Solving, Project Management, Operational Excellence, Business Analysis, Team Building, Leadership, Vendor Management
Education
Boston University 2015 — 2017
Masters of Science: Banking and Financial Services Management, Banking and Financial Services Management
Lake Superior State University
Bachelor's degree, Business Administration and Management, General
Jackson National Life Distributors LLC July 1998 - Present
Curian Capital March 2013 - January 2014
Unum June 1989 - July 1998
Skills
Fixed Annuities, Indexed Annuities, Retirement Planning, Series 6, Series 63, Series 65, Retirement, Insurance, Wealth Management, Investments, Financial Services, Alternative Investments, Life Insurance, Asset Allocation, Disability Insurance, Mutual Funds, Territory..., IRAs
Education
University of Northern Colorado 1979 — 1983
Bachelor of Science (BS), Small Business Administration/Management
Institute of Business and Finance
Certified Fund Specialist
The American College
Chartered Life Underwriter
RiverSource May 2013 - Present
Jackson National Life Distributors LLC September 2008 - April 2013
TIAA-CREF 2007 - 2008
AXA Advisors 2004 - 2007
Skills
Mutual Funds, Series 7, Retirement, Fixed Annuities, Series 63, Financial Advisory, Strategic Financial..., Life Insurance, Finance, 401k, Wealth Management, Asset Allocation, Investments, Alternative Investments, Financial Planning, Employee Benefits, Retirement Planning
Education
Regis University 2000 — 2004
Morgan Stanley August 2015 - Present
Symetra May 2015 - August 2015
GEN-ARC™ August 2014 - April 2015
GEN-ARC™ June 2014 - August 2014
JACKSON National Life Distributors, LLC November 2011 - January 2014
JACKSON National Life Distributors, LLC October 2010 - November 2011
Jackson National Life Distributors, LLC October 2009 - October 2010
Jackson National Life October 2007 - November 2009
AXA Advisors January 2007 - July 2007
Skills
Sales, Sales Operations, Business Development, Mutual Funds, Series 7, Variable Annuities, Insurance, Retirement Planning, CRM, Salesforce.com, Sales Management, Series 63, Series 26, Consultative Sales..., Challenger, Retirement, Fixed Annuities, Sales Process, FINRA, Consultative Selling, Investments
Education
Humboldt State University 1997 — 2000
Bachelor of Arts (B.A.), Geography and Cartography
Western Washington University 1997 — 1997
Marine Sciences
Jackson National Life Distributors LLC January 2014 - Present
Radio FM Media August 2013 - October 2013
Fargo Force May 2013 - August 2013
Labby's Grill and Bar February 2012 - June 2013
Suntana October 2011 - August 2012
Strategic Fundraising May 2011 - August 2011
NDSU Alumni Association October 2008 - May 2011
Skills
Microsoft Office, Customer Service, Facebook, Social Media, Public Relations, Social Media Marketing, Event Management, Press Releases, Social Networking, Sports Marketing, Marketing Communications, Sales, Advertising, Marketing, PowerPoint, Public Speaking, Sponsorship Sales, Leadership, Microsoft Excel, Microsoft Word
Education
North Dakota State University 2008 — 2013
Communication and Psychology
Jackson National Life Distributors, LLC November 2012 - Present
MetLife July 2010 - November 2012
MetLife Financial Services June 2007 - October 2010
Janus Capital Group 2005 - 2007
San Juan Land Development, LLC August 2001 - December 2004
Skills
Insurance, Fixed Annuities, Financial Services, Investments, Management, Mutual Funds, Strategy, CRM, Sales, Retirement, Series 63, Retirement Planning, Series 6, Series 7, New Business Development, Strategic Planning, Financial Advisory, Marketing Strategy, Variable Annuities, 401k, Account Management, Project Management, Entrepreneurship, Strategic Financial..., Estate Planning, Public Speaking, Coaching, Financial Planning, Competitive Analysis, Selling, Wholesale, Wholesaling, Distribution Management, Annuities, Consultative Selling, Customer Relations, Annuity, Relationship Managment, Corporate Product..., Local Marketing..., Territory Management, Product Development, Retirement Income..., Training Design (Course..., Digital Marketing, Digital Strategy, Marketing, Social Media Marketing, Analytics
Education
Fort Lewis College 1998 — 2003
BS, Finance
Merrill Lynch January 2014 - Present
Le Cordon Bleu September 2012 - June 2013
Jackson National Life Distributors, LLC June 2009 - June 2012
Genworth Financial June 2008 - January 2009
Genworth Financial March 2004 - June 2008
SunTrust Bank December 2001 - March 2004
First Union National Bank March 1998 - May 2001
Skills
Mutual Funds, Series 63, Series 7, Selling, Fixed Annuities, Investments, Retirement, Sales, Sales Operations, Securities, Leadership, Financial Advisory, Variable Annuities, Series 6, Insurance
Education
Le Cordon Bleu 2012 — 2013
Diplome de Patisserie
James Madison University 1991 — 1995
B.A, Communications
Empower Retirement / Great-West Financial October 2014 - Present
Great-West Financial April 2014 - October 2014
Great-West Financial January 2013 - April 2014
Jackson National Life Distributors LLC November 2009 - August 2010
Jackson National Life Insurance Company December 2006 - November 2009
Jackson National Life 2004 - 2006
Jackson National Life 2000 - 2004
Jackson National Life 1996 - 2004
MetLife 1991 - 1996
Resources Trust Company 1983 - 1989
Skills
FINRA Series 6, 26, 63
Education
Fort Lewis College 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Jackson National Life Distributors LLC 2009 - Present
AIG SunAmerica December 2002 - April 2009
Fidelity Investments May 2000 - December 2002
Skills
Mutual Funds, Series 63, Fixed Annuities, Insurance, Financial Services, Financial Advisory, Series 6, Marketing, Variable Annuities, Training, Public Speaking, Program Management, Retirement Planning, Retirement, Alternative Investments, 401k, Investments, Wealth Management, Asset Allocation
Education
Boston College 1996 — 2000
BA, Economics & Communications
Bishop Hendricken 1992 — 1996
Jackson National Life Distributors LLC January 2011 - Present
Jackson National Life Distributors LLC September 2007 - January 2011
American Family Insurance March 2001 - August 2007
Jacobson Rost August 1999 - March 2001
Skills
Project Management, Marketing Communications, Copy Editing, Video Production, Key Account Management, Account Management, Creative Strategy, Creative Briefs, Digital Strategy, Video Editing, Creative Problem Solving, Creative Writing, Strategic Planning, MS Project, Project Planning, Voice Over Coaching, Budget Process, Financial Services, Series 6, Retirement, Insurance, Advertising, Marketing, Copywriting, Email Marketing, Brand Development, Newsletters, Digital Marketing, Marketing Strategy, Integrated Marketing, Social Media Marketing
Education
University of Wisconsin-Madison 1996 — 1999
Bachelor of Arts (BA), Creative Writing
DePauw University 1995 — 1996
Jackson National Life Distributors June 2014 - Present
Jackson National Life Distributors LLC February 2014 - June 2014
Flexible Plan Investments September 2013 - January 2014
Carlin Alumni House- Central Michigan University May 2012 - August 2013
Central Michigan University June 2011 - May 2012
English Gardens May 2010 - August 2010
Skills
Series 6, Public Speaking, PowerPoint, Training, Job Coaching, Payroll, Microsoft Excel, Cold Calling Experience, Educational Fundraising, Microsoft Office, Microsoft Word, Research, Outlook, Data Analysis, Salesforce.com, People Skills
Education
Central Michigan University 2009 — 2013
Bachelor of Science Business Administration, Finance, Senior
Lahser High School 2006 — 2009
High School Diploma
Financial Planning & Services Company June 2013 - Present
Jackson National Life Distributors LLC May 2007 - February 2013
Southland Corporation May 2003 - December 2006
Metropolitan West Securities October 2000 - February 2003
Merrill Lynch May 1999 - January 2000
Southwestern Company April 1997 - August 1998
Consumer Credit Counseling Service of Fort Collins 1996 - 1997
Skills
Mutual Funds, Fixed Annuities, Retirement, Investments, Alternative Investments, Investment Advisory, Wealth Management, 401k, Series 63, Series 6, Life Insurance, Securities, Variable Annuities, Asset Allocation, Estate Planning, Portfolio Management, Asset Management, Insurance, Retirement Planning, IRAs, Series 7, portfolio risk..., Separately Managed..., Series 65, ETFs, Indexing, Equity Indexed Annuities, Tax Mitigation, Holistic Financial..., Fiduciary
Education
Colorado State University 1995 — 2000
BSBA & MBA, General Business & Marketing
Jackson National Life Distributors LLC December 2002 - Present
OppenheimerFunds November 1997 - December 2002
Skills
Series 63, Mutual Funds, Series 7, Series 6, Fixed Annuities, 401k, Alternative Investments, Asset Allocation, Asset Managment, FINRA, Financial Planning, Financial Services, Insurance, Investment Strategies, Investments, Retirement, Retirement Planning, Securities, Separately Managed..., Series 24, Series 65, Variable Annuities, Wealth Management
Education
Eastern Michigan University 1992 — 1996
Jackson National Life Distributors LLC April 2005 - Present
Indiana University Bloomington August 2002 - May 2004
JL Finishes July 2000 - November 2001
The Advisor Group September 1998 - June 2000
Education
Indiana University - Kelley School of Business 2002 — 2004
MBA, Marketing and Finance
Michigan State University 1993 — 1997
BA, International Relations
Jackson National Life Distributors LLC June 2006 - Present
Jackson National Life Distributors LLC June 2006 - Present
McClain Finlon Advertising June 2003 - June 2006
BOB 2002 - 2005
Starz June 2001 - June 2003
Platt College 1993 - 1998
Primestar Satellite TV 1996 - 1997
Skills
Integrated Marketing, Advertising, Marketing, Business Strategy, Marketing Communications, Brand Development, Social Media Marketing, Marketing Strategy, Direct Marketing, Digital Marketing, Email Marketing, Interactive Marketing, Digital Strategy, Brand Management, Direct Mail, Social Media, Creative Direction, SEO, Online Marketing, Outdoor Advertising, Copywriting, New Media, Creative Strategy, Public Relations, Digital Media, B2B Marketing, Online Advertising
Education
Loretto Heights University 1985 — 1987
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
Regis University 1984 — 1987
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Art Institute of Colorado 1984 — 1986
AS, Advertising Design
Overland High School
Jackson National Life October 2012 - Present
Jackson National Life Distributors, LLC October 2010 - October 2012
Jackson National Life June 2009 - October 2010
Jackson National Life February 2006 - June 2009
Jackson National Life February 2003 - February 2006
Jackson National Life April 2000 - February 2003
Skills
Insurance, Customer Service, Microsoft Office, SDLC, Business Analysis, Software Documentation, Visio, Process Improvement, Quality Assurance, Access
Education
Davenport University 1999 — 2015
Jackson National Life Distributors LLC May 2011 - Present
The Hartford June 2004 - May 2011
Eastman Kodak 2000 - 2004
Skills
Instructional Design, Leadership Development, Mentoring, Coaching, Onboarding, Articulate, Captivate, Adobe Software, SnagIt, Employee Training, Needs Analysis, Instructor-led Training, Training
Education
College of St. Catherine 2001 — 2006
BS, Communications
Performance Soccer LLC April 2009 - Present
Jackson National Life Distributors LLC April 2005 - Present
Jackson National Life September 2002 - April 2005
T. Rowe Price 2000 - 2002
Merrill Lynch 1993 - 2000
Skills
Investments, Marketing Strategy, New Business Development, Marketing Communications, Business Strategy, Market Research, Brand Development, Competitive Analysis, Strategic Planning, Product Development, Mutual Funds, Alternative Investments, Product Management, Spanish, Promotions, Budgeting, Player Development, Business Planning, Soccer Coaching, Club Management, Sports Marketing, Soccer Marketing, Management, Social Media Marketing, Integrated Marketing, Business Development, Marketing, Marketing Management, Product Marketing, Sales, Sales Operations, Entrepreneurship, Coaching, Program Management, Project Management, Financial Services, Project Planning, Email Marketing, Direct Marketing, Fixed Annuities, Sponsorship, Retirement, Portfolio Management, Strategy
Education
Penn State University 1988 — 1992
BA, Economics & International Business
Jackson National Life Distributors LLC February 1997 - Present
Mid-Michigan Trading Post/Wheeler Deeler September 1990 - January 1997
Skills
Series 6, Marketing, Marketing Strategy, Process Improvement, Email Marketing, Strategic Planning, Project Management, Management
Education
University of Phoenix 2003 — 2005
BSBM, Business Management
Lansing Community College 1993 — 1995
Associates, Liberal Art/Graphic Design
Jackson National Life Distributors LLC February 2004 - Present
Education
Hofstra University 1984 — 1988
Bachelor's degree
Hofstra University 1984 — 1988
Bachelor's degree
Jackson National Life Distributors LLC August 2014 - Present
Curian Capital 2009 - August 2014
Jackson National Life January 2005 - December 2009
Skills
Mutual Funds, Series 63, Series 6, Wealth Management
Education
United States Air Force Academy
Management
University of Colorado at Denver
Jackson National Life Distributors LLC January 2015 - Present
Jackson National Life Distributors LLC January 2010 - January 2015
National Planning Corporation (NPC) 2007 - 2010
Jackson National Life Distributors LLC 2005 - 2007
Jackson National Life Distributors LLC 2002 - 2005
Jackson National Life Distributors LLC 2001 - 2002
Jackson National Life Distributors LLC 2000 - 2001
Jackson National Life Distributors LLC 1998 - 2000
Jackson National Life Distributors LLC 1997 - 1998
Skills
Series 7, Fixed Annuities, Series 63, Retirement Planning, Mutual Funds, Investments, Insurance, Retirement, Wealth Management, Financial Services
Education
Pepperdine University, The George L. Graziadio School of Business and Management
MBA
Jackson National Life Distributors, LLC July 2008 - Present
Jackson National Life June 2007 - July 2008
Trilogy Financial Services June 2005 - June 2007
Skills
Series 6, Series 63, Series 7
Education
Southern Methodist University 2001 — 2005
BBA, Finance and Marketing
Jackson National Life Distributors LLC May 2007 - February 2015
MetLife Investors 2003 - 2007
MetLife 1997 - 2007
New England Financial 1986 - 1997
Coopers & Lybrand July 1975 - April 1986
Skills
Fixed Annuities, Insurance, Series 6, Series 63
Education
Michigan State University - The Eli Broad College of Business 1971 — 1975
BA, Accounting
American National Insurance January 2014 - Present
Curian Capital June 2012 - January 2014
Jackson National Life Distributors, LLC December 2008 - June 2012
ICON Advisers October 2007 - September 2008
OppenheimerFunds October 2006 - October 2007
Charles Schwab 1999 - 2006
Skills
Retirement Planning, Series 7, Asset Allocation, Series 6, Sales Operations, Series 63, Financial Advisory, Mutual Funds, Retirement, Fixed Annuities, Separately Managed..., 401k, Wealth Management, Strategic Financial..., Investments, Securities, Life Insurance, IRAs, Alternative Investments, Investment Management, Investment Advisory, Wealth, FINRA, Investment Strategies, Variable Annuities, Asset Management, Financial Services, Defined Benefit, ETFs, Disability Insurance, Equities, Financial Planners, Fixed Income, Insurance, Personal Financial..., Qualified Retirement..., Financial Planning, Sales, Marketing, Finance
Education
Colorado State University 1993 — 1997
BSBA, Finance/Real Estate
Curian Capital, LLC 2010 - Present
Jackson National Life Distributors, LLC 2007 - 2010
Jackson 2005 - 2007
Physicians Mutual 2005 - 2005
Transamerica 2002 - 2004
Conseco Group Inc. 1996 - 2001
Skills
Training & Development, Professional Mentoring, Sales, Investments, Wealth Management, Customer Service, Non-profits, FINRA, Compliance, Fundraising
Education
Indiana University Bloomington
BA, English
University of Denver - Daniels College of Business
MBA
Jackson National Life December 2014 - Present
Jackson National Life Distributors LLC October 2010 - December 2014
Jackson National Life Distributors LLC August 2005 - October 2010
Education
Eastern Michigan University
Bachelor of Science (B.S.), English Language and Literature, General
Jackson National Life Distributors, LLC August 2012 - Present
Jackson National Life Distributors, LLC May 2010 - August 2012
Jackson National Life Distributors, LLC March 2011 - May 2012
Jackson National Life Distributors, LLC March 2007 - March 2011
Skills
Variable Annuities, Alternative Investments, Wealth Management, Retirement Planning, Mutual Funds, Series 6, Series 63, Series 7, Retirement, Investments, 401k, Asset Allocation, Fixed Annuities, Series 24, Financial Services
Education
University of Colorado at Boulder 2001 — 2006
Bachelor of Arts and Sciences, Economics
Jackson National Life Distributors LLC August 2011 - Present
Jackson National Life Distributors LLC July 2008 - August 2011
Old Mutual Capital 2006 - 2008
WM Group of Funds 2005 - 2007
Education
Florida State University 2015 — 2019
Bachelor of Fine Arts (B.F.A.), Finance, General
Florida State University 2002 — 2011
finance
Transamerica July 2011 - Present
Jackson National Life Distributors LLC November 2005 - September 2011
Your Life Financial, LLC March 2004 - November 2005
TIAA-CREF August 1991 - March 2004
Skills
Retirement, Series 63, Series 7, Mutual Funds, Retirement Planning, Fixed Annuities, Series 6, Investments, Wealth Management, Alternative Investments, Financial Services, Securities, 401k, Asset Allocation, Variable Annuities
Education
Clarkson University 1982 — 1986
BS, Economics & Finance
The Prudential Life Insurance Company of America January 2013 - Present
The Hartford August 2011 - January 2013
Jackson National Life Distributors LLC June 2009 - July 2011
AXA Equitable August 2007 - April 2009
Skills
Retirement, Mutual Funds
Education
The University of Connecticut School of Law 2004 — 2007
JD
Trinity College-Hartford 1999 — 2003
BA, History
Jackson National Life Distributors LLC February 2007 - Present
Jackson National Life March 2006 - February 2007
Jackson National Life February 2004 - February 2006
Scudder Investments August 2000 - January 2002
Skills
Investments, Series 7, Mutual Funds, Series 63, Retirement Planning, Fixed Annuities, Retirement, Series 6, Wealth Management, Securities, 401k, Insurance, Strategic Financial..., Financial Services, Alternative Investments
Education
Eastern Illinois University 1996 — 2000
Finance
LUX Builders July 2014 - December 2014
Jackson National Life Distributors, LLC July 2010 - February 2014
Jackson National Life Distributors, LLC October 2009 - July 2010
Jackson National Life Distributors April 2007 - October 2009
Skills
Series 63, Series 6, Fixed Annuities, Variable Annuities, Investments, Alternative Investments, Selling, Organization, Territory..., Territory Expansion, Territory Startup &..., Leadership, Equity Indexed Annuities, Work Ethic, Public Speaking, Insurance, Sales, Retirement
Education
Fort Hays State University 2004 — 2006
Bachelor of Science (B.S.), Biomedical Sciences, General, 3.67
Barton County Community College 2002 — 2004
Associate of Science (A.S.)
Jackson National Life Distributors LLC June 2006 - Present
Wachovia May 1996 - June 2006
Wachovia Bank / First Union/ First Fidelity 1996 - 2006
Wachovia Bank 1996 - 2006
Skills
Fixed Annuities, Retirement Planning, Mutual Funds, Retirement, Strategic Financial..., Uniform Combined State..., Series 7, Series 63, Asset Allocation, Financial Services, Series 6, 401k, Investments, Financial Planning, Wealth Management, Variable Annuities, Series 24, Series 65, Leadership, Sales Management
Education
City University of New York-College of Staten Island 1979 — 1985
Bachelors, Marketing/Management
Jackson National Life Distributors LLC March 2008 - Present
Jackson National Life Distributors LLC March 2004 - April 2008
Lincoln Financial Group January 2002 - September 2003
Lincoln Financial Group January 2000 - December 2002
Lincoln Financial Group January 1999 - December 2000
Lincoln Financial Group January 1998 - December 1999
Lincoln Financial Group January 1989 - December 1998
Skills
Series 7, Series 6, Annuities, Writing, Series 26, Series 63, Chartered Life..., Chartered Financial..., Chartered Advisor..., Certified Fund..., Accredited Domestic..., Individual Life, 401k, Mutual Funds, IRAs, Retirement, FINRA, Fixed Annuities, Insurance, Banking, Life Insurance, Investments, Certified Fund, Financial Advisory, Wealth Management, Securities, Retirement Planning, Asset Allocation, Risk Management, Alternative Investments, Financial Services, Series 24, Variable Annuities, Strategic Financial..., Investment Strategies, Series 65, Credit, Uniform Combined State..., Asset Management, Defined Contribution, ETFs, Relationship Management
Education
Indiana University Bloomington 1976 — 1980
BA, Journalism
Chewning
Direct Energy Solar April 2015 - Present
AAA Life Insurance Company March 2013 - December 2014
Jackson National Life Distributors LLC April 2011 - March 2013
Baker Communications Inc February 2010 - April 2011
Genworth Financial January 2005 - February 2009
Allianz Life Insurance Company of North America October 2000 - January 2005
ReliaStar/ING 1998 - 2000
Skills
Sales Process, Insurance, Coaching, Series 6, Michigan Insurance..., Adobe Connect, Trustworthy Selling..., Management, Sales, Fixed Annuities
Education
Minnesota State University, Mankato 1987 — 1991
Bachelor of Science
Jackson National Life Distributors LLC April 2010 - Present
Jackson National Life Distributors LLC September 2009 - April 2010
Jackson National Life Distributors, LLC February 2007 - September 2009
Piper Jaffray 2006 - 2006
Skills
Accredited Asset..., Seminar Systems Unit..., Securities Distribution, Certified Fund..., Securities, Alternative Investments..., Wealth Management..., Alternative Investments, Series 7, Certified Fund, Bonds, Series 63, Structured Products, Variable Annuities, Fixed Annuities
Education
CAIA Association 2015 — 2015
Alternative Investments Certificate
Institute of Business and Finance 2011 — 2011
CFS, Certified Fund Specialist, Modern Portfolio Theory, Alternative Investments, Risk Measurement
College for Financial Planning 2010 — 2011
AAMS®, Accredited Asset Management Specialist Professional Designation
Griffith University, Australia-International Business 2003 — 2004
Australearn International Business Program, International Business
University of Colorado at Boulder - Leeds School of Business 2000 — 2004
Operations Management, Finance, Accounting, Management, Marketing
Jackson National Life Distributors LLC January 2014 - Present
Jackson National Life Distributors LLC January 2011 - December 2013
Jackson National Life Distributors LLC March 2009 - December 2010
Skills
Series 6, Series 63, Variable Annuities, Fixed Annuities, Alternative Investments, Series 65, Separately Managed..., Investments, Asset Allocation, Asset Management, Business Development, Finance, Financial Services, Mutual Funds, Retirement, Retirement Planning, Wealth Management
Education
Denison University 2004 — 2008
BA, Economics
Neuberger Berman July 2015 - Present
Jackson National Life Distributors LLC August 2012 - June 2015
Jackson National Life Distributors LLC May 2010 - August 2012
EF Educational Tours January 2010 - May 2010
Jookt.com November 2008 - January 2010
Skills
Mutual Funds, Sales, Social Media, Banking, Series 63, Variable Annuities, FINRA, Corporate Finance, Business Development, Series 7, Series 6, Retirement Planning, Investments, Alternative Investments, Financial Services
Education
Regis University 2013 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
University of Colorado Boulder 2004 — 2008
BS, Finance
University of Colorado Boulder - Leeds School of Business 2004 — 2008
BS, Finance, Economics, Entrepreneurship
Great American Insurance February 2013 - Present
Jackson National Life Distributors, LLC July 2009 - February 2013
The Phoenix Companies 2008 - 2009
Mercer Financial Group, Inc. 2003 - 2008
Olympus Financial Network, Inc. 2002 - 2003
Prudential Commercial Real Estate 2001 - 2002
Skills
Variable Annuities, Variable Life, Indexed Annuities, Universal Life, Investments, Fixed Annuities, Life Insurance, Term Life Insurance, Mutual Funds, IRAs, Tax Deferred Exchanges, Alternative Investments, Asset Allocation, Insurance, Retirement Planning, Long Term Care Insurance, Series 63, Estate Planning, Financial Services, Financial Advisory, 401k, Series 6
Education
Colorado State University 1997 — 2001
Business Adminstration, Finance
University of Pittsburgh 1999 — 1999
Semester at Sea
Arrow Electronics May 2015 - Present
Jackson National Life Distributors LLC December 2007 - May 2015
Jackson National Life December 2007 - March 2008
Skills
Salesforce.com, Insurance, Financial Services, CRM, Relationship Management, Series 63, Retirement, Retirement Planning, Variable Annuities, Microsoft Excel
Education
Colorado Mesa University 2002 — 2006
BBA, Marketing
Colorado Mesa University 2002 — 2006
BBA, Marketing
Jackson National Life Distributors, LLC July 2015 - Present
Jackson National Life Distributors, LLC September 2012 - July 2015
Jackson National Life Distributors, LLC May 2010 - September 2012
Jackson National Life Distributors, LLC August 2006 - June 2010
University of Colorado at Boulder July 2004 - June 2006
Skills
Public Speaking, Business Planning, Management, Sales, Customer Service, Microsoft Excel, Strategic Planning, Marketing, Coaching, PowerPoint, Leadership, New Business Development, Recruiting, Team Building, Microsoft Office, Microsoft Word, Retirement, Marketing Communications, Team Leadership, Research, Outlook, Salesforce.com, Retirement Planning, Sales Operations, Series 6, Variable Annuities, Series 63, Insurance, Fixed Annuities, Selling, Business Development, Alternative Investments, Investments, Financial Services, Account Management, Sales Management, Cold Calling, Relationship Management, Sales Presentations, Investment Strategies
Education
University of Phoenix 2008 — 2009
MBA, Business Administration
University of Colorado Boulder 2002 — 2006
BA, Psychology
Jackson National Life Distributors LLC January 2011 - September 2011
Education
Michigan State University 2005 — 2011
Food Industry management
First Tennessee Bank /FTB Advisors December 2014 - Present
Jackson National Life Distributors, LLC October 2012 - November 2014
Curian Capital April 2010 - October 2012
Scheller Financial Services April 2009 - April 2010
Skills
Sales, Series 7, Life Insurance, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Series 66, Management, Financial Services, Construction Management, Microsoft Office, Professional Phone...
Education
Oregon State University
Bachelor's degree, Business Administration, Marketing
Jackson National Life Distributors LLC 2009 - Present
Jackson National Life Distributors, LLC October 2005 - Present
Education
Regis University 2001 — 2005
Jackson National Life Distributors LLC April 2012 - Present
Jackson National Life Distributors LLC January 2011 - April 2012
Jackson National Life July 2010 - December 2010
Skills
Brand Development..., Brand Management, Multi-channel Marketing, B2B Marketing Strategy, Marketing Communications, Marketing Research, Lead Generation, Social Media Marketing, Financial Services, FINRA, Compliance, Technical Writing, Integrated Marketing, Social Media, Public Relations, Social Media Measurement, Brand Development, Microsoft Office, Marketing Strategy, Marketing, Direct Marketing, Digital Marketing
Education
Colorado State University 2006 — 2010
Bachelor of Arts (B.A.), Journalism with a Concentration in Public Relations
Jackson National Life Distributors LLC April 2011 - Present
Jackson National Life Distributors LLC January 2007 - April 2011
Jackson National Life Distributors LLC November 2001 - December 2006
Skills
Series 63, Retirement, Retirement Planning, Wealth Management, Series 7, Alternative Investments, Mutual Funds, Fixed Annuities, Variable Annuities, Investments, Separately Managed..., Series 6, 401k, Asset Allocation
Education
St. John Fisher College 1986 — 1989
BS, Management (Finance)
Jackson national Life Distributors LLC December 2011 - Present
Jackson Nattional Life Distributors LLC April 2011 - December 2011
Jackson National Life August 2003 - March 2010
Jackson National Life July 1996 - August 2003
MetLife June 1992 - July 1996
Skills
Series 6, Relationship Management, Fixed Annuities, Life Insurance, Variable Annuities, 401k, Financial Services, Team Leadership, FINRA, Project Management, Employee Benefits, Management, Call Centers, Mutual Funds, Asset Management, Leadership, Training, Insurance, Retirement, Retirement Planning, Securities, Series 24, Alternative Investments, Asset Allocation, Investments, Wealth Management, Product Management
Education
Benedictine College 1988 — 1991
BA, Mathematics
FINRA
Series 26, 6
Jackson National Life Distributors, LLC January 2015 - Present
Jackson National Life Distributors, LLC March 2012 - December 2014
Jackson National Life Distributors, LLC January 2008 - December 2011
Jackson National Life Distributors, LLC October 2004 - December 2007
Jackson National Life Distributors, LLC April 2002 - September 2004
Jackson National Life Distributors, LLC November 2000 - March 2002
Jackson National Life Distributors, LLC April 1999 - October 2000
Education
California State University-Long Beach 1991 — 1995
Bachelor of Science (BS), Finance
Transamerica February 2015 - Present
Jackson National Life Distributors LLC January 2007 - Present
MetLife Investors January 2000 - January 2007
COVA Financial Services 1999 - 2000
Skills
Insurance, Variable Annuities, Wealth Management, Series 6, Investments, Series 7, Asset Allocation, FINRA, Financial Advisory, Financial Services, IRAs, Investment Advisory, Account Management, Long-term Care, Securities, Strategic Financial..., Asset Management, Estate Planning, Separately Managed..., Financial Planning, Series 63
Education
University of Southern California 2013 — 2015
Master of Communication Management, Communication Management
MBI 1986 — 1988
Bachelor of Arts
The University of Akron 1984 — 1986
Jackson National Life Distributors, LLC October 2011 - Present
Kroenke Sports Enterprises May 2011 - September 2011
Colorado Democratic Party January 2010 - June 2010
Education
Colorado State University 2005 — 2010
Bachelor of Arts (B.A.), Economics
Jackson National Life Distributors LLC February 2001 - Present
Education
Siena College 1996 — 2000
BA, History
Barrington High School 1992 — 1996
Esposito Global November 2013 - Present
Jackson National Life Distributors LLC November 2010 - July 2012
Jackson National Life Distributors LLC, Curian Capital LLC & Curian Clearing LLC January 2004 - October 2010
Colorado's Ocean Journey Inc. March 2000 - July 2004
Madison Avenue Capital Group LLC March 1999 - January 2000
NatCity Investments Inc. July 1995 - February 1999
Raffensperger, Hughes & Co., Inc. January 1990 - July 1995
Price Waterhouse June 1980 - December 1989
Skills
Technical Accounting, Internal Controls, Growing Businesses, Communication Skills, Crisis Management, Staff Development, Strategic Financial..., Financial Analysis, Financial Reporting, Corporate Governance, Compliance, Financial Policies &..., Process Excellence, Microsoft Office 2007, CPA, CMA, Master Scuba Instructor, Corporate Finance, Accounting, Auditing, Financial Accounting, Internal Audit, US GAAP, Business Planning, Finance, Cash Management, Equities, Mutual Funds, Strategic Planning, Banking, Risk Management, Asset Managment, IFRS, Investment Banking, Investments, Tax, Financial Services, Analysis, Portfolio Management, Wealth Management, Securities, Alternative Investments, Investment Advisory, Executive Management, Financial Advisory, Due Diligence, Managerial Finance, Fixed Income, Sarbanes-Oxley Act, Series 7
Education
Ball State University 1978 — 1980
Bachelor of Science (B.S.), Accounting, Summa Cum Laude
Indiana State University 1977 — 1978
Accounting
Jackson National Life Distributors LLC September 2013 - Present
Darden November 2010 - October 2013
Anji TianLue Foreign Language School October 2009 - September 2010
Premier Medical Enterprise Solutions Inc. June 2007 - December 2009
Skills
Restaurants, Customer Service, Food Service, Time Management, Food & Beverage, Hospitality, Employee Relations, Recruiting, Training, Microsoft Office
Education
Michigan State University 2005 — 2009
Finance (B.A), International Business (Specialization), 3.09