Jackson National Life Distributors LLC

Description

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

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Jackson National Life Distributors LLC Employees

Employee
Years
Job
Industry
Katie Florence Katie Florence Denver, Colorado Details
Katie Florence's Jackson National Life Distributors LLC Experience June 2015 - Present
Job Business Development Consultant at Jackson National Life Distributors
Industry Financial Services
Experience
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

Patrick Normile Patrick Normile Boulder, Colorado Details
Patrick Normile's Jackson National Life Distributors LLC Experience May 2014 - August 2014
Job Actuarial Intern at Cigna
Industry
Experience
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

Gabriel Stull Gabriel Stull Greater Denver Area Details
Gabriel Stull's Jackson National Life Distributors LLC Experience December 2011 - Present
Job Internal Wholesaler
Industry Consumer Services
Experience
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)

Cally Olson Cally Olson Greater Denver Area Details
Cally Olson's Jackson National Life Distributors LLC Experience October 2011 - Present
Job Internal Wholesaler at Jackson National Life Distributors LLC
Industry Financial Services
Experience
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

Cass Thompson Cass Thompson Nashville, Tennessee Details
Cass Thompson's Jackson National Life Distributors LLC Experience August 2012 - August 2013
Job Field Marketing Lead at Otter Products
Industry Wireless
Experience
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

Elaina Brintnall Elaina Brintnall Greater Nashville Area Details
Elaina Brintnall's Jackson National Life Distributors LLC Experience September 2012 - June 2014
Job Internal Account Manager National Accounts at Jackson National Life Distributors, LLC
Industry Financial Services
Experience
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

Andrew Prentice Andrew Prentice Denver, Colorado Details
Andrew Prentice's Jackson National Life Distributors LLC Experience June 2014 - August 2014
Job Product Specialist at Tesla Motors
Industry Automotive
Experience
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

James Senk James Senk Greater Pittsburgh Area Details
James Senk's Jackson National Life Distributors LLC Experience June 2010 - May 2011
Job Associate at Appalachian Mineral Partners
Industry Oil & Energy
Experience
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

Jon Haire Jon Haire New York, New York Details
Jon Haire's Jackson National Life Distributors LLC Experience April 2011 - June 2013
Job Project Manager at Splashlight
Industry Apparel & Fashion
Experience
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

Kelly Eden, CFS Kelly Eden, CFS Baltimore, Maryland Details
Kelly Eden, CFS's Jackson National Life Distributors LLC Experience September 2010 - Present
Job Director of Recruiting at Jackson National Life Distributors, LLC
Industry Financial Services
Experience
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

Andy McIntire, CIMA® Andy McIntire, CIMA® Phoenix, Arizona Area Details
Andy McIntire, CIMA®'s Jackson National Life Distributors LLC Experience October 2006 - Present
Job RVP at Jackson National Life Distributors LLC
Industry Financial Services
Experience
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

Christopher Phillips, CFS® Christopher Phillips, CFS® Indianapolis, Indiana Area Details
Christopher Phillips, CFS®'s Jackson National Life Distributors LLC Experience 2008 - 2013
Job Accomplished and experienced sales professional with more than 7 years experience in the financial service industry.
Industry Financial Services
Experience
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

Chris Raftary Chris Raftary Greater Denver Area Details
Chris Raftary's Jackson National Life Distributors LLC Experience December 2013 - Present
Job National Sales Desk Director at Jackson
Industry Financial Services
Experience
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

Casey Herron, CFP®, ChFC®, EA Casey Herron, CFP®, ChFC®, EA Denver, Colorado Details
Casey Herron, CFP®, ChFC®, EA's Jackson National Life Distributors LLC Experience May 2009 - April 2011
Job Consultant at TIAACREF
Industry Financial Services
Experience
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

Erik Babbitt, CFS® Erik Babbitt, CFS® Iowa City, Iowa Area Details
Erik Babbitt, CFS®'s Jackson National Life Distributors LLC Experience March 2013 - Present
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
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

C. Augie Diffenderffer IV, APMA® C. Augie Diffenderffer IV, APMA® Denver, Colorado Details
C. Augie Diffenderffer IV, APMA®'s Jackson National Life Distributors LLC Experience March 2010 - May 2013
Job Internal Sales Consultant at Janus Capital Group
Industry Financial Services
Experience
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

Brad Yoshida Brad Yoshida Nashville, Tennessee Details
Brad Yoshida's Jackson National Life Distributors LLC Experience December 2010 - May 2014
Job Business Development Consultant
Industry Financial Services
Experience
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

Nathan Reid Nathan Reid Greater Nashville Area Details
Nathan Reid's Jackson National Life Distributors LLC Experience 2011 - August 2012
Job National Sales Desk Director at Jackson
Industry Financial Services
Experience
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

gage thomsen gage thomsen Greater Denver Area Details
gage thomsen's Jackson National Life Distributors LLC Experience April 2012 - March 2015
Job Sr. Manager Communications Compliance at Charles Schwab
Industry Financial Services
Experience
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

Kyle Anthony Kyle Anthony Greater Salt Lake City Area Details
Kyle Anthony's Jackson National Life Distributors LLC Experience May 2012 - April 2013
Job Divisional Vice President at AIG Financial Distributors
Industry Financial Services
Experience
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

Russ Wood, CFS Russ Wood, CFS Atlanta, Georgia Details
Russ Wood, CFS's Jackson National Life Distributors LLC Experience August 2010 - Present
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
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

Traci Reiter Traci Reiter Greater Denver Area Details
Traci Reiter's Jackson National Life Distributors LLC Experience May 2002 - Present
Job Assistant Vice President, National Recruiting at Jackson
Industry Financial Services
Experience
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

Earl King Earl King Greater Denver Area Details
Earl King's Jackson National Life Distributors LLC Experience February 2012 - February 2013
Job Internal Advisory Consultant at National Planning Holding, INC
Industry Financial Services
Experience
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

Mercedes Biretto Mercedes Biretto Lansing, Michigan Area Details
Mercedes Biretto's Jackson National Life Distributors LLC Experience May 1997 - Present
Job AVP, Head of Operational Risk Management at Jackson
Industry Financial Services
Experience
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

Rob McGrorty CFS Rob McGrorty CFS Hummelstown, Pennsylvania Details
Rob McGrorty CFS's Jackson National Life Distributors LLC Experience 1999 - December 2013
Job Senior Business Development Manager at Your Vision Financial Services
Industry Financial Services
Experience
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

Angela Puleo Angela Puleo Grand Rapids, Michigan Details
Angela Puleo's Jackson National Life Distributors LLC Experience February 2015 - Present
Job Regional Vice President at Jackson
Industry Financial Services
Experience
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

Neil Head Neil Head Denver, Colorado Details
Neil Head's Jackson National Life Distributors LLC Experience August 2012 - September 2014
Job West Coast Sales Manager, North America for Bremont Watch Company
Industry Luxury Goods & Jewelry
Experience
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

Shawn McChesney Shawn McChesney Greater Denver Area Details
Shawn McChesney's Jackson National Life Distributors LLC Experience October 2009 - January 2013
Job Registered Rep., Charles Schwab
Industry Financial Services
Experience
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

Tony Dowling Tony Dowling Lansing, Michigan Area Details
Tony Dowling's Jackson National Life Distributors LLC Experience July 2002 - March 2005
Job Associate General Counsel at Jackson National Life
Industry Insurance
Experience
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

Alan Wolford Alan Wolford Louisville, Kentucky Area Details
Alan Wolford's Jackson National Life Distributors LLC Experience December 2005 - Present
Job Regional V.P.Sales at Jackson National Asset Management, LLC
Industry Financial Services
Experience
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

Thomas Mapel Thomas Mapel Tulsa, Oklahoma Area Details
Thomas Mapel's Jackson National Life Distributors LLC Experience September 2002 - Present
Job RVP at Jackson National Life Distributors, LLC in OK & AR
Industry Financial Services
Experience
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

David Thome David Thome Greater Denver Area Details
David Thome's Jackson National Life Distributors LLC Experience June 2011 - September 2011
Job Japanese language and culture expert with international business interests
Industry Financial Services
Experience
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

Jake Norton Jake Norton Greater Grand Rapids, Michigan Area Details
Jake Norton's Jackson National Life Distributors LLC Experience 2006 - July 2010
Job External Wholesaler at SEI
Industry Financial Services
Experience
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

Christina Stine Christina Stine Greater Denver Area Details
Christina Stine's Jackson National Life Distributors LLC Experience October 2014 - Present
Job Internal Wholesaler at Jackson
Industry Financial Services
Experience
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

Björn Borg Björn Borg Denver, Colorado Details
Björn Borg's Jackson National Life Distributors LLC Experience 2013 - Present
Job Internal Business Consultant at Jackson National Life Distributors LLC
Industry Investment Management
Experience
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

Alyssa Hultman Alyssa Hultman Greater Denver Area Details
Alyssa Hultman's Jackson National Life Distributors LLC Experience August 2013 - Present
Job Associate Product Manager at Jackson
Industry Financial Services
Experience
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

Kristen Warren Kristen Warren San Francisco Bay Area Details
Kristen Warren's Jackson National Life Distributors LLC Experience March 2013 - June 2014
Job Stitch Fix Stylist and Event Planning Professional
Industry Events Services
Experience
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

Rian Morrissey Rian Morrissey Greater Denver Area Details
Rian Morrissey's Jackson National Life Distributors LLC Experience May 2009 - May 2011
Job Vice President, Senior Advisor Consultant
Industry Financial Services
Experience
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

Steve Ash, CPA Steve Ash, CPA Greater Denver Area Details
Steve Ash, CPA's Jackson National Life Distributors LLC Experience March 2004 - Present
Job VP Financial Services
Industry Financial Services
Experience
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.)

Sean Minogue Sean Minogue Greater Los Angeles Area Details
Sean Minogue's Jackson National Life Distributors LLC Experience March 2011 - January 2013
Job Marketing Manager at Transamerica
Industry Financial Services
Experience
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

Ryan James Atkins Ryan James Atkins Okemos, Michigan Details
Ryan James Atkins's Jackson National Life Distributors LLC Experience January 2015 - Present
Job Director, Operational Risk and Corporate Insurance at Jackson National Life
Industry Financial Services
Experience
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

Mark P. Gagliano, CLU, CFS® Mark P. Gagliano, CLU, CFS® Glendale, Arizona Details
Mark P. Gagliano, CLU, CFS®'s Jackson National Life Distributors LLC Experience July 1998 - Present
Job Regional Vice President Guaranteed Products at Jackson National Life Distributors LLC
Industry Financial Services
Experience
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

Matt Buschy Matt Buschy Greater Denver Area Details
Matt Buschy's Jackson National Life Distributors LLC Experience September 2008 - April 2013
Job Regional Vice President at RiverSource
Industry Financial Services
Experience
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

Carl King Carl King Bellevue, Washington Details
Carl King's Jackson National Life Distributors LLC Experience November 2011 - January 2014
Job Complex Business Development Manager at Morgan Stanley
Industry Financial Services
Experience
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

Sarah Gunderson Sarah Gunderson Greater Denver Area Details
Sarah Gunderson's Jackson National Life Distributors LLC Experience January 2014 - Present
Job Internal Wholesaler
Industry Financial Services
Experience
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

Robert Mitton Robert Mitton Greater Denver Area Details
Robert Mitton's Jackson National Life Distributors LLC Experience November 2012 - Present
Job Assistant Vice President Marketing & Investment Strategy at Jackson National Life Distributors, LLC
Industry Financial Services
Experience
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

Amoreli Ronquillo Amoreli Ronquillo Jacksonville, Florida Details
Amoreli Ronquillo's Jackson National Life Distributors LLC Experience June 2009 - June 2012
Job Assistant Vice President, Retirement Outcome Internal Specialist
Industry Financial Services
Experience
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

Don Hogan Don Hogan Englewood, Colorado Details
Don Hogan's Jackson National Life Distributors LLC Experience November 2009 - August 2010
Job Manager Securities Compliance at Empower Retirement / GreatWest Financial
Industry Financial Services
Experience
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

Matthew Gill, CFS Matthew Gill, CFS Greater Boston Area Details
Matthew Gill, CFS's Jackson National Life Distributors LLC Experience 2009 - Present
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
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

Larissa Agazzi Larissa Agazzi Denver, Colorado Details
Larissa Agazzi's Jackson National Life Distributors LLC Experience January 2011 - Present
Job Senior Marketing Account Director at Jackson National Life
Industry Financial Services
Experience
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

Matthew Lowell Matthew Lowell Bloomfield Hills, Michigan Details
Matthew Lowell's Jackson National Life Distributors LLC Experience February 2014 - June 2014
Job Internal Wholesaler at Jackson National Life Distributors
Industry Financial Services
Experience
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

Brad Hablutzel, MBA, CFS Brad Hablutzel, MBA, CFS Greater Denver Area Details
Brad Hablutzel, MBA, CFS's Jackson National Life Distributors LLC Experience May 2007 - February 2013
Job Financial Planner
Industry Financial Services
Experience
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

Michael Cardenas Michael Cardenas Greater Detroit Area Details
Michael Cardenas's Jackson National Life Distributors LLC Experience December 2002 - Present
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
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

Jon Wosje Jon Wosje Greater Denver Area Details
Jon Wosje's Jackson National Life Distributors LLC Experience April 2005 - Present
Job Director
Industry Financial Services
Experience
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

Kathy Schofield Kathy Schofield Greater Denver Area Details
Kathy Schofield's Jackson National Life Distributors LLC Experience June 2006 - Present
Job Vice President, Marketing & Creative at Jackson National
Industry Financial Services
Experience
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

Sharla Piepkow Sharla Piepkow Lansing, Michigan Area Details
Sharla Piepkow's Jackson National Life Distributors LLC Experience October 2010 - October 2012
Job Quality Assurance Manager at Jackson National Life
Industry Insurance
Experience
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

Marci Miller Marci Miller Lansing, Michigan Area Details
Marci Miller's Jackson National Life Distributors LLC Experience May 2011 - Present
Job Operations Trainer
Industry Financial Services
Experience
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

Luis A. Gomez, CFS® Luis A. Gomez, CFS® Greater Denver Area Details
Luis A. Gomez, CFS®'s Jackson National Life Distributors LLC Experience April 2005 - Present
Job V.P. Marketing and Digital Strategy at Jackson National Life Distributors LLC
Industry Financial Services
Experience
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

Michelle Carroll Michelle Carroll Greater Denver Area Details
Michelle Carroll's Jackson National Life Distributors LLC Experience February 1997 - Present
Job AVP at Jackson National Life Distributors LLC
Industry Financial Services
Experience
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

Dan Starishevsky Dan Starishevsky Greater Denver Area Details
Dan Starishevsky's Jackson National Life Distributors LLC Experience February 2004 - Present
Job SVP, Marketing at Jackson National Life Distributors LLC
Industry Insurance
Experience
Jackson National Life Distributors LLC   February 2004 - Present

Education
Hofstra University   1984 — 1988
Bachelor's degree

Hofstra University   1984 — 1988
Bachelor's degree

Sam Rosenbrock Sam Rosenbrock Greater Denver Area Details
Sam Rosenbrock's Jackson National Life Distributors LLC Experience August 2014 - Present
Job Regional Vice President, National Accounts at Jackson National Life Distributors LLC
Industry Financial Services
Experience
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

Scott Romine Scott Romine Greater Los Angeles Area Details
Scott Romine's Jackson National Life Distributors LLC Experience January 2015 - Present
Job President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
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

Scott Alexander CFS Scott Alexander CFS Greater Omaha Area Details
Scott Alexander CFS's Jackson National Life Distributors LLC Experience July 2008 - Present
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
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

James Bossert James Bossert Greater Denver Area Details
James Bossert's Jackson National Life Distributors LLC Experience May 2007 - February 2015
Job Senior Vice President at Jackson National Life
Industry Insurance
Experience
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

Ryan Paris, RCC™ Ryan Paris, RCC™ Greater Denver Area Details
Ryan Paris, RCC™'s Jackson National Life Distributors LLC Experience December 2008 - June 2012
Job Multiple Line General Agent at American National Insurance
Industry Financial Services
Experience
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

Holly M. Burke, M.B.A. Holly M. Burke, M.B.A. Greater Denver Area Details
Holly M. Burke, M.B.A.'s Jackson National Life Distributors LLC Experience 2007 - 2010
Job AVP, National Sales Desk
Industry Financial Services
Experience
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

Greg P. Cicotte Greg P. Cicotte Denver, Colorado Details
Greg P. Cicotte's Jackson National Life Distributors LLC Experience October 2010 - December 2014
Job Head of US Wealth Management and Distribution at Jackson National Life
Industry Financial Services
Experience
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

Benjy Strempel Benjy Strempel Huntington, New York Details
Benjy Strempel's Jackson National Life Distributors LLC Experience August 2012 - Present
Job Regional Vice President
Industry Financial Services
Experience
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

Kyle Portugal Kyle Portugal Bloomington/Normal, Illinois Area Details
Kyle Portugal's Jackson National Life Distributors LLC Experience August 2011 - Present
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
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

John E Koehler, CFP, ChFC, CLU, CRPC John E Koehler, CFP, ChFC, CLU, CRPC Greater Denver Area Details
John E Koehler, CFP, ChFC, CLU, CRPC's Jackson National Life Distributors LLC Experience November 2005 - September 2011
Job Senior Vice President, Advanced Markets / Training & Development at Transamerica
Industry Financial Services
Experience
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

Morgan Scott Morgan Scott Hartford, Connecticut Area Details
Morgan Scott's Jackson National Life Distributors LLC Experience June 2009 - July 2011
Job Director at The Prudential Life Insurance Company of America
Industry Insurance
Experience
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

Tony Natale Tony Natale Greater Detroit Area Details
Tony Natale's Jackson National Life Distributors LLC Experience February 2007 - Present
Job RVP Jackson National Life Distributors LLC
Industry Financial Services
Experience
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

Taylor Gorjiyan Taylor Gorjiyan Denver, Colorado Details
Taylor Gorjiyan's Jackson National Life Distributors LLC Experience July 2010 - February 2014
Job National Sales Desk Manager
Industry Financial Services
Experience
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.)

Anthony Psomas Anthony Psomas Greater New York City Area Details
Anthony Psomas's Jackson National Life Distributors LLC Experience June 2006 - Present
Job RVP at Jackson National Life
Industry Insurance
Experience
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

Marilynn Scherer Marilynn Scherer Greater Denver Area Details
Marilynn Scherer's Jackson National Life Distributors LLC Experience March 2008 - Present
Job Vice President, Fixed Product Management at Jackson National Life
Industry Financial Services
Experience
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

Kate Schoff Kate Schoff Annapolis, Maryland Details
Kate Schoff's Jackson National Life Distributors LLC Experience April 2011 - March 2013
Job Sales Trainer at Direct Energy Solar
Industry Insurance
Experience
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

Brian Singerle, AAMS®,CFS Brian Singerle, AAMS®,CFS Dallas, Texas Details
Brian Singerle, AAMS®,CFS's Jackson National Life Distributors LLC Experience April 2010 - Present
Job Regional Vice President at Jackson National Life Distributors LLC
Industry Financial Services
Experience
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

Steve Koecheler Steve Koecheler Denver, Colorado Details
Steve Koecheler's Jackson National Life Distributors LLC Experience January 2014 - Present
Job National Sales Desk Director at Jackson National Life Distributors
Industry Financial Services
Experience
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

Greg Ross Greg Ross San Francisco, California Details
Greg Ross's Jackson National Life Distributors LLC Experience August 2012 - June 2015
Job External Wholesaler Neuberger Berman
Industry Financial Services
Experience
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

Preston Mercer, CFS® Preston Mercer, CFS® Greater Los Angeles Area Details
Preston Mercer, CFS®'s Jackson National Life Distributors LLC Experience July 2009 - February 2013
Job Regional Sales Manager/External Wholesaler AZ, CA, CO, NV at Great American Insurance Group
Industry Financial Services
Experience
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

Erin McKinney Erin McKinney Greater Denver Area Details
Erin McKinney's Jackson National Life Distributors LLC Experience December 2007 - May 2015
Job Arrow Electronics
Industry Electrical/Electronic Manufacturing
Experience
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

Jacob Nikolayevsky Jacob Nikolayevsky Portland, Oregon Area Details
Jacob Nikolayevsky's Jackson National Life Distributors LLC Experience July 2015 - Present
Job Regional Vice President at Jackson National Life
Industry Financial Services
Experience
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

Sean Morse Sean Morse Lansing, Michigan Area Details
Sean Morse's Jackson National Life Distributors LLC Experience January 2011 - September 2011
Job Client Services Advocate at Jackson National Life
Industry Food & Beverages
Experience
Jackson National Life Distributors LLC   January 2011 - September 2011

Education
Michigan State University   2005 — 2011
Food Industry management

Phil Traa Phil Traa Greater Nashville Area Details
Phil Traa's Jackson National Life Distributors LLC Experience October 2012 - November 2014
Job Vice President, Financial Advisor at First Tennessee Bank /FTB Advisors
Industry Financial Services
Experience
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

Melissa Brost Melissa Brost Baltimore, Maryland Area Details
Melissa Brost's Jackson National Life Distributors LLC Experience 2009 - Present
Job Regional Vice President
Industry Financial Services
Experience
Jackson National Life Distributors LLC   2009 - Present
Jackson National Life Distributors, LLC  October 2005 - Present

Education
Regis University   2001 — 2005

Danielle Musso Danielle Musso Greater Denver Area Details
Danielle Musso's Jackson National Life Distributors LLC Experience April 2012 - Present
Job Brand Manager
Industry Marketing and Advertising
Experience
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

Greg Sodja Greg Sodja Manlius, New York Details
Greg Sodja's Jackson National Life Distributors LLC Experience April 2011 - Present
Job Regional Vice President at Jackson National Life
Industry Financial Services
Experience
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)

Ty Anderson Ty Anderson Greater Denver Area Details
Ty Anderson's Jackson National Life Distributors LLC Experience December 2011 - Present
Job AVP, Product Management Illustrations at Jackson National Life Distributors LLC
Industry Financial Services
Experience
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

Marc Socol Marc Socol Denver, Colorado Details
Marc Socol's Jackson National Life Distributors LLC Experience January 2015 - Present
Job National Sales Manager at Jackson National Life Distributors, LLC
Industry Financial Services
Experience
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

Amy Bozic Amy Bozic Greater Chicago Area Details
Amy Bozic's Jackson National Life Distributors LLC Experience January 2007 - Present
Job Business Development Manager at Transamerica
Industry Financial Services
Experience
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

Cameron Schubert Cameron Schubert Greater Denver Area Details
Cameron Schubert's Jackson National Life Distributors LLC Experience October 2011 - Present
Job Marketing Comm.
Industry Marketing and Advertising
Experience
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

Todd Melton Todd Melton Greater New York City Area Details
Todd Melton's Jackson National Life Distributors LLC Experience February 2001 - Present
Job RVP at Jackson National Life Dist.
Industry Financial Services
Experience
Jackson National Life Distributors LLC   February 2001 - Present

Education
Siena College   1996 — 2000
BA, History

Barrington High School   1992 — 1996

Doug Townsend Doug Townsend Dallas, Texas Details
Doug Townsend's Jackson National Life Distributors LLC Experience November 2010 - July 2012
Job Financial Executive/CPA
Industry Financial Services
Experience
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

Drew T. Potter Drew T. Potter Lansing, Michigan Area Details
Drew T. Potter's Jackson National Life Distributors LLC Experience September 2013 - Present
Job Client Service Advocate at Jack National Life Distributors LLC
Industry Financial Services
Experience
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

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