Knights of Columbus Insurance
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Knights of Columbus Insurance Employees
Knights of Columbus Insurance August 2013 - Present
Sacred Heart of Jesus High School August 2007 - July 2013
Skills
PowerPoint, Higher Education, Strategic Planning, Social Media Marketing, Nonprofits, Public Speaking, Microsoft Office, Social Media, Classroom, Coaching, Time Management, Sales Management, Account Management, Microsoft Excel, Microsoft Word, Research, Office Management, Recruiting, Curriculum Development, Leadership Development, Teaching, Team Building, Insurance, Disability Insurance, Life Insurance, Needs Analysis, Term Life Insurance, Long-term Care, IRAs, Fixed Annuities, Sales, Estate Preservation, Long Term Care Insurance, Permanent Life Insurance, Traditional IRA, Whole Life, Asset Protection, Savings
Education
Union University 2007 — 2009
Master of Arts in Education, Curriculum and Instruction
Lambuth University 2001 — 2006
Bachelor of Business Administration (B.B.A.), Computer Information Systems
Knights of Columbus Insurance May 2012 - July 2015
Skills
Interpersonal..., Determination, Creativity, Creative Writer, Performance Improvement, Energy, Problem Solving, Long Term Care Insurance, Whole Life, Term Life Insurance, Long-term Care, Disability Insurance, Insurance, TFSA, 401k Rollovers, Licensed Life Insurance..., Annuity Sales, Permanent Life Insurance, Life Insurance, Key Person Insurance, Traditional IRA, Sales, Public Speaking, Small Business, General Insurance, Strategic Planning, Team Building, Employee Benefits, Retirement
Education
Thomas More College of Liberal Arts 2008 — 2012
Bachelor's degree, Philosophy, 3.5/4.0
Knights of Columbus Insurance August 2012 - Present
Skills
Term Life Insurance, Disability Insurance, Whole Life, Fixed Annuities, Long Term Care Insurance, Life Insurance, Long-term Care, IRAs, Insurance, Roth IRA, Retirement Planning, Retirement, Permanent Life Insurance
Education
Iowa Western Community College 2004 — 2007
Knights of Columbus Insurance 2012 - Present
Abel Daigle & Sons, LLC September 2010 - Present
MPD Consulting June 2008 - Present
Enterprise Rent-A-Car May 1987 - June 2008
Skills
FIC, Whole Life, Fixed Annuities, Long-term Care, Life Insurance, Retirement, Term Life Insurance, IRAs, Insurance, Financial Planners, Disability Insurance, Roth IRA, Universal Life, Estate Planning, Retirement Planning, Wealth Accumulation, Health Insurance, 401k Rollovers, Permanent Life Insurance, Wealth
Education
Southeastern Louisiana University 1983 — 1986
B.A., Managment
Louisiana State University 1980 — 1982
Knights of Columbus Insurance August 2003 - Present
Farm Bureau Financial Services July 1985 - June 2003
Farm Bureau Financial Services July 1985 - October 1987
Skills
Life Insurance, Whole Life, Universal Life, Term Life Insurance, IRAs, Estate Planning, Retirement Planning, Retirement, Disability Insurance, Fixed Annuities, Long-term Care, Key Person Insurance, Long Term Care Insurance, Roth IRA, Insurance
Education
Kansas State University 1978 — 1982
MS, Education
Kansas State University 1974 — 1978
BS, Agriculture Education
Knights of Columbus Insurance October 2010 - Present
Yellowstone Bank November 1999 - September 2010
Traders State Bank June 1995 - October 1999
Skills
Whole Life, Roth IRA, Long Term Care, Annuities, Disability Insurance, IRA's, Term Life Insurance, Annuity, Small Business, Finance
Education
Montana State University-Bozeman 1981 — 1983
Bachelor of Science (BS), Agricultural Business and Management
Carroll College 1978 — 1979
Knights of Columbus Insurance April 2009 - Present
AXA Advisors 2006 - March 2009
Crawford and Company January 1976 - January 2004
Pass-a-grille Yacht Club June 1973 - August 1973
Skills
Fixed Annuities, Life Insurance, Term Life Insurance, Disability Insurance, Leadership, Long Term Care Insurance, Retirement Planning, Insurance, Long-term Care, Employee Benefits, Management, Estate Planning, Sales, Retirement, Analysis, Permanent Life Insurance, Whole Life, IRAs, Property & Casualty..., Guaranteed Lifetime..., Licensed Life Insurance..., Investments, Retirement Savings, Wealth, Annuity Sales, Universal Life, Estate Preservation, Health Insurance, Buy-sell Agreements, Wealth Management, 401k, Key Person Insurance, TFSA, Financial Planners, Strategic Financial..., Finance, RRSP, Human Resources, Underwriting, Small Business, Wealth Accumulation, Roth IRA, 401k Rollovers, Personal Finance, Licensed Life & Health..., Wealth Preservation..., General Insurance, Financial Services, SEP IRA, Traditional IRA
Education
Keller Graduate School of Management of DeVry University 2001 — 2004
MHRM, Masters Degree with distinction
Kennesaw State University - Michael J. Coles College of Business 2000 — 2001
SPHR, Certified as a Senior Professional in Human Resources
Eckerd College 1970 — 1974
BA, Interdisciplinary Studies
Avon Old Farms School 1968 — 1970
Bloomfield High School 1966 — 1968
Daniel's Food Equipment October 2014 - Present
Knights of Columbus Insurance May 2012 - October 2014
Sun Opta June 2008 - April 2012
Smithway Motor Express June 2007 - June 2008
De Boer Transportation Inc. January 2007 - May 2007
Heritage Transport Inc. September 2005 - December 2006
Granite Peak Transportation LLC May 2005 - August 2005
Lund Boat Company August 1993 - May 2005
Winter Truck Lines January 1990 - July 1993
Minnesota Army National Guard Co. A 2nd Bn. 136th (Mech) Inf. January 1981 - January 1993
Skills
Life Insurance, Permanent Life Insurance, Term Life Insurance, Life & Health Insurance..., Annuity Sales, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Financial Planners, Whole Life, Long-term Care, IRAs, Universal Life, Estate Preservation, 401k Rollovers, Licensed Life Insurance..., Key Person Insurance, Guaranteed Lifetime..., Retirement Planning, Roth IRA, RRSP, Wealth Preservation..., Traditional IRA, Retirement, Insurance, Retirement Savings, Licensed Life & Health..., Wealth Accumulation, TFSA, Strategic Financial..., Health Insurance, Estate Planning, Variable Annuities, Personal Financial..., Buy-sell Agreements, Employee Benefits, SEP IRA, College Savings Plans, Wealth Management..., 401k, Wealth Management, Property & Casualty..., Wealth, Underwriting, General Insurance, Charitable Gift Planning, Critical Illness, Savings, Needs Analysis, Key Person Protection
Education
Alexandria Technical College 1981 — 1982
Knights of Columbus Insurance January 2014 - Present
R.E.A.L. (Real Estate Agent Logic) June 2007 - January 2014
Oberstien Property 2007 - 2010
Skills
First Time Home Buyers, Real Estate Transactions, Real Estate, Condos, Sellers, Investment Properties, Short Sales, Single Family Homes, Real Property
Education
Test Teachers Online 2013 — 2014
Life and Health Insurance, Life and health insurance
Kaplan University 2006 — 2007
Real Estate, Real Estate
Knights of Columbus Insurance August 2014 - Present
Advance America October 2005 - June 2014
Noble Romans October 1999 - October 2000
Walgreens May 1994 - January 1996
Skills
Management, Customer Service, Budgets, Insurance, Public Speaking, Negotiation, P&L Responsibility, Cross Selling, Auditing, Interviews, Multi-unit Retail..., Marketing Strategy, Payroll, Annuities, Term Life Insurance, Whole Life, Disability Insurance, Long Term Care Insurance, Fixed Annuities
Education
International Business College-Indianapolis 1991 — 1993
Associate of Science (A.S.), Accounting
Knights of Columbus Insurance March 2013 - Present
Great American Insurance August 2007 - March 2013
Great American Insurance February 2004 - August 2007
Firemans Fund Insurance Company June 2002 - February 2004
Congressional Institute July 1999 - January 2002
Vinopolis April 2001 - June 2001
Skills
Insurance, Claims, Excel, Customer Relations, Microsoft Office, Public Speaking, Customer Service, Word, PowerPoint, Outlook, Claim, Microsoft Word, Microsoft Excel, Training, Risk Management, Property & Casualty..., Crop Insurance, Underwriting, Commercial Insurance, Disability Insurance, Legal Liability, Marketing
Education
California Polytechnic State University-San Luis Obispo 1997 — 2002
Agriculture Business, Minor: Viticulture and Enology; Concentration: Marketing
University of Maryland College Park 2000 — 2000
North County Christian School, Atascadero, CA 1985 — 1997
High School Diploma
Knights of Columbus Insurance November 2012 - Present
Parish Pay May 2012 - September 2012
Law Offices of Stephen P. Naratil January 2000 - December 2011
Summit Defense August 2006 - June 2008
Crime Attorneys 2004 - 2006
The Chase Law Group April 2000 - January 2004
Skills
Marketing, Sales, Advertising, Public Speaking, Microsoft Excel, Negotiation, Estate Planning, Small Business, Legal Writing, Corporations, Chapter 7, Litigation, Insurance, Life Insurance, Long Term Care Insurance, Nonprofits, Whole Life, Term Life Insurance, IRAs, Criminal Defense, Long-term Care, Trials, Financial Planners, Roth IRA, Fixed Annuities, Disability Insurance, Universal Life, Estate Preservation, Retirement, Retirement Planning, 401k Rollovers, Strategic Financial..., Permanent Life Insurance, Key Person Insurance, Annuity Sales, TFSA, Guaranteed Lifetime..., Traditional IRA, Wealth Management, Wealth Preservation..., Health Insurance, Licensed Life Insurance..., Wealth Accumulation, Personal Financial..., Employee Benefits, Retirement Savings, Investments, Charitable Gift Planning, Buy-sell Agreements, Wealth
Education
Thomas Jefferson School of Law 1991 — 1994
J.D., Law
Long Island University, Southampton Campus 1987 — 1989
BFA, Communication Arts
Knights of Columbus Insurance April 2015 - Present
AIMC, LLC July 2013 - March 2015
Texas Roadhouse August 2011 - December 2013
The Williamsburg Winery August 2008 - August 2011
Skills
Wine, Wine Tasting, Food & Beverage, Hospitality, Restaurants, Beer, Restaurant Management, Food Service, Bartending
Education
Kent State University
Associate's Degree, Viticulture and Enology
Tabb High School
Knights of Columbus Insurance September 2015 - Present
Mary Queen of Peace Church January 2014 - September 2015
Sprint October 2013 - September 2015
Skills
Direct Sales, Mobile Devices, Sales, Sales Operations, Telecommunications, Wireless, Cellular Communications, Customer Satisfaction, Sales Management
Education
Franciscan University of Steubenville 2006 — 2009
Bachelor of Arts (B.A.), Theology/Theological Studies
Knights of Columbus Insurance August 2013 - Present
Skills
Life Insurance,..., Disability Insurance, Finance, Variable Annuities, Long Term Care Insurance, Insurance
Education
Kent State University
Knights of Columbus Insurance June 2013 - Present
Blue Hills Bank January 2012 - June 2013
Clean Harbors June 2011 - January 2012
Skills
Financial Analysis, Strategic Planning, Competitive Analysis, Market Research, Sales, Retirement Planning
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2011
MBA
Stonehill College 2004 — 2008
Finance
Massachusetts Bankers Association 2012 — 2012
Certificate of Completion, Fundamentals of Credit Analysis
Knights of Columbus Insurance September 2014 - Present
Skills
Customer Service
Education
Campbellsville University
Knights of Columbus Insurance September 2002 - Present
Skills
Long Term Care Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Life Insurance, Roth IRA, Whole Life, IRAs, Term Life Insurance, Permanent Life Insurance, 401k Rollovers, Annuity Sales, Personal Financial..., Financial Planners, Investments, Estate Planning, Underwriting, SEP IRA, General Insurance, Buy-sell Agreements, Guaranteed Lifetime..., Retirement Planning, RRSP, Strategic Financial..., Health Insurance, Licensed Life Insurance..., Property & Casualty..., Licensed Life & Health..., Charitable Gift Planning, Small Business, Traditional IRA, Key Person Insurance, TFSA, Estate Preservation, Wealth Preservation..., Wealth Accumulation, Critical Illness, Wealth, Retirement, Key Person Protection, 401k, Wealth Management..., Employee Benefits, Indexed Annuities, Variable Annuities, Disabilities, Charities, Insurance, Wealth Management, Retirement Savings
Education
Iowa State University 1998 — 2002
BS, Economics and Ag Business
Knights of Columbus Insurance May 2011 - Present
Craft Mark January 2009 - November 2011
Allied Manufacturing December 2000 - June 2010
A W Manufacturing June 1991 - December 2000
A W Glass Block June 1989 - June 1991
Skills
Financial Planning, Budgets, Sales, Financial Analysis, Sales Management, Management, Marketing, Team Leadership, Operations Management, P&L Management, Strategic Planning, Team Building, Leadership, Business Planning, Business Development
Education
Loyola University Chicago
BA, Finance
Knights of Columbus Insurance October 2014 - Present
Skills
Compassion, Client Loyalty, Insurance, Financial Planning, Long Term Care, Annuities, Disability Insurance, Retirement Planning, Estate Planning, Customer Service, Problem Solving, Budgeting, Customer Relations, Public Speaking, Word, Fixed Annuities, Budgets, Strategic Financial..., Long-term Care, Long Term Care Insurance, Term Life Insurance, Microsoft Word, Whole Life, Long-term Customer..., Key Person Insurance, Health Insurance, Employee Benefits, Permanent Life Insurance, IRAs, Roth IRA, Financial Planners, Estate Preservation, Retirement, 401k Rollovers, Life Insurance, Wealth Management, TFSA, Charitable Gift Planning, Retirement Savings, Annuity Sales, Wealth Accumulation, Wealth Management..., Savings, Wealth Preservation..., Guaranteed Lifetime..., Universal Life, College Savings Plans, Buy-sell Agreements, Licensed Life Insurance..., SEP IRA
Education
Franciscan University of Steubenville 1993 — 1997
BA, Catholic Theology
Academy of Holy Angels 1989 — 1993
Mulyk, Laho & Mack, LLC. - DuPage County Divorce Lawyers July 2015 - Present
DuPage Regional Office of Education November 2013 - Present
North Central College September 2012 - November 2014
AMS US Cellular November 2009 - June 2012
Celebrity Dance Studio May 2006 - October 2009
Wheaton College August 2006 - October 2007
Progressive Food Group/TPC (Thoms Proestler Company) May 2005 - May 2007
Sysco Food Service December 2000 - May 2005
Knights of Columbus Insurance September 1999 - November 2000
River North Distributing August 1990 - August 1998
Skills
Management, Time Management, Marketing, Sales, Customer Service, Event Planning, Team Building, Selling, Microsoft Office, Outlook, New Business Development, Project Planning, Business Development
Education
North Central College 2012 — 2014
Bachelor's Degree, Philosophy, 3.95 GPA
DePaul University 2011 — 2012
Business/Psychology
College of DuPage 2008 — 2010
Associate of Arts, Philosophy/Sociology, 4.0 GPA
State Farm March 2015 - Present
AGMARK LLC November 2012 - May 2014
Knights of Columbus April 2011 - November 2012
Knights of Columbus Insurance April 2011 - November 2012
Skills
Whole Life, Roth IRA, Term Life Insurance, Disability Insurance, Long Term Care Insurance, IRAs, Long-term Care, Fixed Annuities, Life Insurance, Retirement, Retirement Planning, Insurance
Education
Fort Hays State University 2000 — 2007
Master's, Health and Human Performance
Fort Hays State University 2000 — 2007
Master's degree, Health and Physical Education/Fitness
Knights of Columbus Insurance May 2014 - Present
Skills
Training, Team Building, Leadership, Coaching, Leadership Development, Process Improvement, Professional..., Event Planning, Sales, Public Relations, Vendor Relationships, Microsoft Suites, Insurance, Mobile Learning, Content Management, E-Learning
Education
Albertus Magnus College
Bachelor of Science, Business Management
Assumption College
Kaplan Financial Education
Insurance
Sacred Heart Academy
Knights of Columbus Insurance December 2011 - Present
Adecco Group January 2011 - November 2011
Orangeburg consolidated School District 5 August 2007 - June 2010
Adecco Group 2010 - 2010
Skills
IRAs, Term Life Insurance, Roth IRA, Life Insurance, Long-term Care, Disability Insurance, Fixed Annuities, Whole Life, Retirement Planning, Estate Preservation, Financial Planners, Long Term Care Insurance, Key Person Insurance, 401k Rollovers, Permanent Life Insurance, Personal Finance, SEP IRA, Retirement, Employee Benefits, Strategic Financial..., Insurance, Health Insurance, Annuity Sales, Universal Life, Licensed Life & Health..., Estate Planning, TFSA, Buy-sell Agreements, Investments, Leadership, RRSP, Underwriting, Needs Analysis, Licensed Life Insurance..., Wealth Accumulation, Wealth Preservation..., Retirement Savings, Traditional IRA, Guaranteed Lifetime..., Wealth Management, Charitable Gift Planning, Savings, General Insurance, 401k, College Savings Plans, Charities, Personal Financial..., Wealth, Critical Illness, Variable Annuities
Education
Lesley University 2008 — 2010
Master of Education (M.Ed.), Technology in Education, 3.9
Eastern Illinois University 2003 — 2006
Bachelor of Arts (B.A.), History
Eastern Illinois University 2003 — 2006
Bachelor of Arts (B.A.), Secondary Education and Teaching, 3.0
Illinois Central College 2001 — 2003
Associate of Arts and Sciences (A.A.S.), Secondary Education and Teaching, 3.5
Knights of Columbus Insurance March 2000 - Present
DC Saint Patrick's Day Parade Committee January 1999 - Present
American Automobile Association (AAA) January 1992 - February 2000
Skills
Whole Life, Disability Insurance, Long Term Care Insurance, Term Life Insurance, Health Insurance, Fixed Annuities, IRAs, Life Insurance, Estate Preservation, Key Person Insurance, Retirement Savings, Licensed Life & Health..., Roth IRA, Long-term Care, Retirement Planning, Retirement, Insurance, Guaranteed Lifetime..., Traditional IRA, Licensed Life Insurance..., Qualified Retirement..., General Insurance, Annuity Sales, Needs Analysis, Buy-sell Agreements, Investments, Wealth Management..., Personal Financial..., 401k Rollovers, 401k, Wealth Accumulation, Permanent Life Insurance
Education
La Salle University 1967 — 1971
Bachelor of Arts (B.A.), History
Knights of Columbus Insurance April 2011 - Present
Minnesota Vikings Football, LLC June 2006 - March 2011
St. John the Baptist Catholic School June 2004 - June 2006
Skills
Estate Planning, Retirement Planning, Long Term Care Insurance, Income Protection Plans, Coordinating Skills..., Life Insurance, Licensed Property &..., Legal, Income Protection, Fixed Annuities, Disability Insurance, Licensed Life Insurance..., Homeowners, Savings, Whole Life, Critical Illness, Long-term Care, Personal Financial..., Roth IRA, Permanent Life Insurance, Retirement, Term Life Insurance, Health Insurance, Wealth Accumulation, Retirement Savings, Variable Annuities, Leadership, Wealth Management, Licensed Life & Health..., Risk Management, Buy-sell Agreements, 401k, 401k Rollovers, Property & Casualty..., Investments, Employee Benefits, Wealth Preservation..., Traditional IRA, Underwriting, Insurance, College Savings Plans, Wealth, Fundraising, Annuity Sales, Estate Preservation, IRAs, Financial Planners, TFSA, SEP IRA, General Insurance
Education
Saint Mary's University of Minnesota 2000 — 2003
Minnesota State at Mankato, Educational Leadership and Administration, General, 4.0
Minnesota State University, Mankato
Knights of Columbus Insurance March 2009 - Present
Skills
Term Life Insurance, IRAs, Whole Life, Long Term Care Insurance, Fixed Annuities, Insurance, Retirement Planning, Roth IRA, Long-term Care, Disability Insurance, Life Insurance
Education
Cardinal Stritch University 1997 — 2001
Bachelor of Science (B.S.), Business & Management, Summa Cum Laude
Knights of Columbus Insurance 2003 - Present
TAO Electronics 2000 - 2003
Skills
Appointment Setting, Calendar, Task and..., Manage Client Database..., Proficient with Company..., Formal Training in..., Public Speaking and..., National, Regional and..., Creative Prospecting, Sales Management, Outside Sales, Public Speaking, Phone Skills, Presentations, Microsoft Office, Adobe, Smart Office, HTML, Email Marketing, Office Management, Reports, Event Planning, Appointment Scheduling, Setting Appointments, Sales Prospecting, Face to Face Sales, Investor Sales, Marketing Strategy, Marketing, Social Media Marketing, Direct Marketing, Creative Direction, Mac, PC, Dreamweaver, iContact, Sales, Management, Client Prospecting, Training, Long Term Care Insurance
Education
San Jose State University 1997 — 2000
Bachelor of Science (B.S.), Graphic Design
Cabrillo College 1993 — 1997
Associate of Arts (A.A.), Fine/Studio Arts, General
Knights of Columbus Insurance July 2014 - Present
Knights of Columbus Insurance June 2011 - June 2014
Knights of Columbus June 1992 - June 2011
Skills
Whole Life, Disability Insurance, Term Life Insurance, Roth IRA, Long-term Care, Estate Planning, IRA Conversions, IRAs, Estate Preservation, Fixed Annuities, Long Term Care Insurance, Life Insurance, Permanent Life Insurance, Retirement Planning, Key Person Insurance, Annuity Sales, Leadership, Financial Planners, Insurance, Employee Benefits, Medicare, Underwriting, Universal Life, Traditional IRA, Licensed Life Insurance..., Wealth Preservation..., Buy-sell Agreements, Retirement Savings, Small Business, Strategic Financial..., TFSA, Licensed Life & Health..., Health Insurance, 401k Rollovers, Property & Casualty..., Guaranteed Lifetime..., Wealth Accumulation, Investments, Retirement, Training, SEP IRA, General Insurance, Recruiting, Qualified Retirement..., 401k, Key Person Protection, College Savings Plans, Wealth, Series 6, Financial Planning
Education
California State University-Northridge 1974 — 1977
Bahelor of Science, Environmental Health
University of Nevada-Las Vegas 1971 — 1974
Health Services/Allied Health/Health Sciences, General
Knights of Columbus Insurance May 2008 - Present
Knights of Columbus Insurance March 2007 - April 2008
United States Navy August 2005 - January 2007
USS Pittsburgh (SSN 720) June 2003 - June 2005
Skills
Whole Life, Term Life Insurance, Disability Insurance, Long Term Care, Annuities, Word, Excel, Sales Management, Sales Recruitment, Estate Planning, Sales Trainings, Insurance, Long Term Care Insurance, IRAs, Training, Life Insurance, Roth IRA, Retirement Planning, Retirement, Permanent Life Insurance, Universal Life, 401k Rollovers, Leadership, Fixed Annuities, Recruiting, Wealth Management, Employee Benefits, Key Person Insurance, Microsoft Word, Management, Public Speaking, Sales, General Insurance, Long-term Care, Retirement Savings, Wealth Management..., Estate Preservation, Financial Analysis, Property & Casualty..., Wealth Accumulation, Small Business, Financial Planning, Health Insurance, Team Building, Customer Service, Annuity Sales, 401k, Wealth, Finance, Strategic Planning
Education
Delta College 2008 — 2010
Associate of Arts (A.A.), Business Administration and Management, General, 90
Bay City Central 1990 — 1994
Knights of Columbus Insurance November 2011 - Present
Knights of Columbus 2011 - 2013
Skills
Permanent Life Insurance, Term Life Insurance, Roth IRA, Long-term Care, IRAs, Disability Insurance, Fraternal Benefits, Conversions, Retirement Planning, Long Term Care Insurance, Life Insurance, Fixed Annuities, Key Person Insurance, Licensed Life Insurance..., Traditional IRA, Buy-sell Agreements, Insurance, Whole Life, 401k Rollovers, Annuity Sales, College Savings Plans, Estate Preservation, General Insurance, Guaranteed Lifetime..., Key Person Protection, Qualified Retirement..., SEP IRA
Education
Louisiana Tech University
Knights of Columbus Insurance March 2015 - Present
Eastwood Associates March 2014 - February 2015
Vermont Bread Co October 2008 - January 2014
Skills
Customer Service, Life Insurance, Long Term Care Insurance, Disability Insurance, Annuities, Direct Sales, Sales, Team Building, Sales Management, Account Management, Negotiation, Leadership, Cold Calling, Key Account Management, Customer Satisfaction, Sales Operations, Operations Management, Customer Retention, Strategic Planning
Education
Indiana Institute of Technology 1990 — 1994
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Knights of Columbus Insurance January 2010 - Present
Combined Life Insurance 1993 - 2010
Skills
Life Insurance, Term Life Insurance, Long Term Care Insurance, Fixed Annuities, Roth IRA
Education
Fordham University
Master of Business Administration (M.B.A.)
Knights of Columbus Insurance March 2009 - Present
Steiner Atlantic Corp. / Dryclean USA January 1998 - February 2009
Aero Fresh Cargo, Inc. March 1996 - January 1998
Central de Mangueras S.A. - Costa Rica November 1993 - February 1996
Koch Industries Inc. December 1991 - June 1993
Skills
Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Networking, Fixed Annuities, Health Insurance, Building Relationships
Education
Kansas State University 1987 — 1991
Bachelor's of Science, Electrical Engineering
Knights of Columbus Insurance October 2002 - Present
Waddell & Reed 2002 - September 2002
AFS-USA, Inc. 1995 - January 2002
Skills
IRAs, Roth IRA, Long-term Care, Retirement Planning, Life Insurance, Permanent Life Insurance, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Estate Planning, Disability Insurance, Insurance, Estate Preservation, Financial Planners, 401k Rollovers, Licensed Life Insurance..., Whole Life, Wealth Preservation..., Licensed Life & Health..., Retirement, Key Person Insurance, Retirement Savings, Health Insurance, Wealth Accumulation, Guaranteed Lifetime..., Buy-sell Agreements, Annuity Sales, SEP IRA, Wealth Management, Investments, Risk Management, College Savings Plans, Small Business, Traditional IRA, Wealth, Public Speaking, Strategic Financial..., Succession Planning, Qualified Retirement..., 401k, Charitable Gift Planning, Financial Analysis, Personal Financial..., 529 Plans, Underwriting, Wealth Management..., Public Relations, Variable Annuities, Employee Benefits, Financial Planning
Education
Cal Poly San Luis Obispo 1990 — 1994
Bachelor of Arts, Political Science
Instituto Tecnico Luis Bogran - Honduras 1989 — 1990
The Scotts Miracle-Gro Company 2011 - 2011
Halloween City July 2010 - November 2010
Jo-Ann's Stores, Inc July 2008 - April 2010
Knights of Columbus Insurance May 2006 - November 2008
Pro Golf of America, Inc September 2001 - June 2005
Pro Golf of America January 2001 - January 2002
PureSpin Golf Company January 2000 - January 2001
Pro Golf of America January 1998 - January 2000
Pro Golf of America January 1996 - January 1998
State of the Art Golf Company January 1990 - January 1996
Skills
Management, Team Building, Merchandising, Customer Service, Sales Management, Retail, Strategic Planning, Marketing, Leadership, Inventory Management, Negotiation, Business Planning, Training, Advertising, Program Management, Selling, Budgets, Recruiting, Operations Management, Sales Operations, Coaching, Team Leadership, Marketing Strategy, Organizational..., Contract Negotiation, Start-ups, Product Development, Sales
Education
Lawrence Technological University 1995 — 1999
BSA, Business
University of Detroit Jesuit High School
Knights of Columbus Insurance March 2007 - Present
CDW August 2005 - December 2006
Skills
Volunteer Recruiting, Retirement Planning, Fundraising, Disability Insurance, Long-term Care, Financial Planners, Fixed Annuities, Insurance, Long Term Care Insurance, Life Insurance, Notary Public, Small Business, Term Life Insurance, Whole Life, Permanent Life Insurance, Roth IRA, IRAs, Key Person Insurance, 401k, Account Management, Guaranteed Lifetime..., Licensed Life Insurance..., 401k Rollovers, Annuity Sales, Retirement, Traditional IRA, Estate Planning, Investments, Licensed Life, Estate Preservation, Financial Planning, Analysis, Sales
Education
University of St. Thomas - Opus College of Business
Bachelor’s Degree, Marketing Management
Kaplan University 2007 — 2010
Fraternal Insurance Counselor (FIC), Fraternal Insurance Counselor Fellow (FICF), Insurance
Knights of Columbus Insurance August 2007 - Present
FCNovack Enterprise January 1986 - December 2005
Skills
IRAs, Fixed Annuities, Term Life Insurance, Long-term Care, Retirement, Roth IRA, Life Insurance, Whole Life, Long Term Care Insurance, Financial Planners, Retirement Planning, Buy-sell Agreements, 401k Rollovers, Annuity Sales, Estate Planning, Key Person Insurance, Licensed Life & Health..., Wealth Preservation..., Estate Preservation, Insurance, Licensed Life Insurance..., Disability Insurance, College Savings Plans, Permanent Life Insurance, Wealth Accumulation, Wealth, Retirement Savings, Guaranteed Lifetime..., Traditional IRA, TFSA, Universal Life, Personal Financial..., Health Insurance, Critical Illness, RRSP, SEP IRA, Wealth Management..., Strategic Financial..., Variable Annuities, Wealth Management, Underwriting, Qualified Retirement..., Employee Benefits, Investments, Small Business, Property & Casualty..., General Insurance, Charities, 401k, Financial Services
Education
Cretin High School 1986 — 1989
HS
Inver Hills Community College
Accounting
Ascension Press September 2005 - Present
Cleghorn Bed & Breakfast November 1994 - Present
Knights of Columbus January 1997 - September 2005
Knights of Columbus Insurance 1998 - 2005
Knights of Columbus Insurance 1998 - 2005
Electroniic Assembly Corp 1994 - 1998
Skills
Social Media, Microsoft Office, Management, Customer Service, Marketing, Project Management, Editing, Research, Public Speaking, Sales
Education
Marquette University
Bachelor of Science (BS), Mechanical Engineering
Messmer High School
Knights of Columbus Insurance October 1999 - Present
Knights of Columbus Insurance 1999 - Present
Skills
Financial Planners, Employee Benefits, Long Term Care Insurance, Disability Insurance, Key Person Insurance, TFSA, Universal Life, Annuity Sales, SEP IRA, 401k Rollovers, Buy-sell Agreements, Health Insurance, Investments, Term Life Insurance, Wealth Accumulation, Roth IRA, Permanent Life Insurance, Critical Illness, Traditional IRA, Estate Preservation, IRAs, Long-term Care, Life Insurance, Estate Planning, Strategic Financial..., Retirement Savings, Fixed Annuities, Whole Life, Guaranteed Lifetime..., Licensed Life Insurance..., Insurance, RRSP, Retirement, Underwriting, College Savings Plans, Wealth Preservation..., Licensed Life & Health..., Retirement Planning, Property & Casualty..., General Insurance, Financial Planning
Education
Moberly Area Community College
Knights of Columbus Insurance July 2000 - Present
Open Sky Satellite Television 1988 - 1990
Skills
Estate Preservation, Whole Life, Long Term Care Insurance, Key Person Insurance, Long-term Care, Wealth, Licensed Life & Health..., Term Life Insurance, Guaranteed Lifetime..., Insurance, Disability Insurance, Estate Planning, Annuity Sales, Personal Financial..., Financial Planners, Permanent Life Insurance, TFSA, Retirement, Wealth Management..., Retirement Planning, Fixed Annuities, Licensed to Sell..., RRSP, Life Insurance, Wealth Management, Sales, Buy-sell Agreements, Universal Life, Wealth Preservation..., Health Insurance, Wealth Accumulation, Savings, College Savings Plans, Qualified Retirement..., Investments, Licensed Life Insurance..., Strategic Financial..., Critical Illness, Variable Annuities, Employee Benefits, Medicare, Retirement Savings, Underwriting, Small Business, Financial Planning
Education
Memorial University of Newfoundland
Master of Education (MEd), Education Administration With Thesis
Knights of Columbus Insurance March 2010 - Present
Skills
Roth IRA, Whole Life, Disability Insurance, Long Term Care, Fixed Annuities, Life Insurance, Term Life Insurance, IRAs, Long Term Care Insurance, Key Person Insurance, Retirement Planning, Retirement
Education
Florida Atlantic University 1987 — 1999
Management Science and Systems
Merritt Island High School
Knights of Columbus Insurance August 2008 - Present
3Vista Corp. 2006 - August 2008
Market Match 1992 - 2006
OTG Ltd. 1998 - 2003
Microsoft 1997 - 1998
LinkAge Software Inc. 1994 - 1997
Cognos 1984 - 1992
Digital Equipment of Canada Ltd. 1980 - 1983
Skills
Life Insurance, Entrepreneurship, Marketing, Disability Insurance, Insurance, Long-term Care, Term Life Insurance, Fixed Annuities, Whole Life, Long Term Care Insurance, Retirement Planning, Sales, Estate Planning, New Business Development, Financial Planners, Coaching, Team Leadership, Team Building, Selling Skills, Business Planning, Strategic Planning
Education
Algonquin College of Applied Arts and Technology 1978 — 1980
Bus. Admin., Business, Technology
Andre Laurendeau High School 1974 — 1977
Knights of Columbus Insurance June 2006 - Present
USD 489 - Hays School District August 2005 - July 2006
USD 468 - Healy School District August 2002 - July 2004
Skills
Estate Preservation, Disability Insurance, Fixed Annuities, Long-term Care, Whole Life, Life Insurance, Long Term Care Insurance, Term Life Insurance, Roth IRA, Insurance, Permanent Life Insurance, Strategic Financial..., Disabilities, Key Person Insurance, Traditional IRA, Customer Service, 401k Rollovers, Universal Life, Retirement Planning, Retirement Savings, IRAs, College Funding..., SEP IRA, TFSA, Annuity Sales, Licensed Life & Health..., Mortgage Insurance, Public Speaking, Employee Benefits, Estate Planning, Wealth Preservation..., Underwriting, Financial Planners, Retirement, Licensed Life Insurance..., Buy-sell Agreements, Guaranteed Lifetime..., Health Insurance, Wealth Accumulation, Needs Analysis, Critical Illness, Wealth, Key Person Protection, RRSP, Wealth Management..., Variable Annuities, Charitable Gift Planning, Personal Financial..., College Savings Plans, Licensed to Sell...
Education
Fort Hays State University 2001 — 2002
B.S., Education Administration
Fort Hays State University 1996 — 2000
B.S., Elementary Education
Palco High School 1992 — 1996
Campbell Campbell Edwards & Conroy September 2011 - Present
Human Life International December 2005 - September 2011
Knights of Columbus Insurance 1999 - 2001
VDO North America January 1990 - October 1999
Skills
Microsoft Office, Microsoft Word, Windows 7, Networking
Education
Franciscan University of Steubenville 1985 — 1986
O'Brien Agency December 2014 - Present
Knights of Columbus Insurance August 2010 - Present
Vitesse Biomedical Consulting January 2009 - September 2013
Eurofins Medinet June 2007 - January 2009
Tandem Labs February 2004 - April 2007
ICON Central Laboratories 1994 - 2004
Maxxam Analytics 1998 - 2000
Pharmaceutical Research Plus 1997 - 1998
National Health Laboratories 1988 - 1994
National Health Laboratories 1988 - 1994
Skills
Clinical Pharmacology, DMPK, Oncology, GCP, Drug Discovery, Biomarkers, Drug Development, Biopharmaceuticals, FDA, CTMS, 21 CFR Part 11, Sop, Immunology, Infectious Diseases, GMP, Life Insurance, Retirement Planning, Disability Insurance, Long-term Care, Whole Life, Term Life Insurance, Wealth Management, Fixed Annuities, Charitable Gift Planning, Insuring Juveniles, Tax-advantaged..., Cold Calling, Retirement, Cross-functional Team..., Biomarker Discovery, Strategic Financial..., GLP, Hardware Diagnostics, R&D, Healthcare, Diabetes, Sales, Estate Planning, Data Management, Toxicology, Business Development, CRM, Estate Preservation, Health Insurance, IRAs, Insurance, Long Term Care Insurance, Managed Care, Medical Devices, Protocol
Education
New York University 1978 — 1983
MS, Biological Sciences
Fordham University 1974 — 1978
BS, Biological Sciences
Kaplan University 2011 — 2011
FIC, Personal Finance
Assurant Specialty Property February 2011 - Present
Knights of Columbus Insurance October 2010 - February 2011
DeVry University – Keller Graduate School of Management February 2010 - October 2010
Allstate Insurance October 2004 - February 2009
National Financial Planning Inc September 2003 - October 2004
St. Thomas University September 2002 - September 2003
Jones College March 2002 - September 2002
Sony Corporation June 1995 - July 1998
Skills
Leadership, Training, Management, Insurance, Marketing, Recruiting, Sales, Sales Management, Sales Operations, Salesforce.com, Strategy
Education
The University of Memphis 1993 — 1994
Masters, Business Administration; Marketing
Concordia University-Wisconsin
Bachelor of Arts, Business and Marketing
CTS-Consulting January 2010 - Present
Knights of Columbus Insurance 2007 - 2009
Coverdell 1997 - 2006
QuickQuote Insurance Agency, Inc. 1995 - 1997
Providian Corporation (now Aegon) 1989 - 1994
Providian Capital Management (now Aegon) 1988 - 1989
National Liberty (now Aegon) 1983 - 1988
Skills
Training, Life Insurance, Management, B2B, Business Analysis, Insurance, Fixed Annuities, SDLC, Strategic Planning, Sales, PMP, Actuarial Science, Project Management, Requirements Analysis, Sales Operations, Vendor Management, Requirements Gathering, Marketing, Program Management, Product Development, Consulting, Brokers, Process Improvement, Portfolio Management, Banking, COBOL
Education
The Institutes 2010 — 2011
Chartered Property Casualty Underwriter (CPCU), Property & Casualty Insurance
Project Management Institute 2009 — 2009
PMP, Project Management
Widener University 1974 — 1977
MBA, Business
American College
CLU, ChFC, Life Insurance
College for Financial Planning
CFP, Life Insurance
Life Office Management Association
FLMI, Life Insurance
Penn State University
BS, Accounting and Business/Management
Knights of Columbus Insurance December 2009 - Present
Compass Energy Gas Services January 2009 - November 2009
Sequent Energy Management September 2007 - December 2008
UGI Utilities, Inc. August 1984 - September 2007
Skills
Retirement Planning, Long Term Care Insurance, Life Insurance, Strategic Financial..., Whole Life, Buy-sell Agreements, PowerPoint, Estate Planning, Fixed Annuities, Microsoft Excel, Financial Analysis, Finance, Employee Benefits, Key Person Insurance, Licensed Life Insurance..., Investments, Marketing, Roth IRA, Term Life Insurance, Insurance, Retirement, Microsoft Word, IRAs, Wealth Accumulation, Disability Insurance, Permanent Life Insurance, Sales, Estate Preservation, Strategic Planning, 401k Rollovers, Team Building, Microsoft Office, Forecasting, Sales Management, Management, Training, Small Business, Budgets, Financial Planners, Universal Life, Variable Annuities, SEP IRA, College Savings Plans, Critical Illness, Guaranteed Lifetime..., Traditional IRA, Annuity Sales, TFSA
Education
Alvernia University 1974 — 1978
B.A., Criminal Justice
Indiana State Fair July 2014 - Present
Holy Cross College September 2011 - May 2014
Indiana State Fair July 2010 - August 2013
Regional Radio Sports Network April 2013 - May 2013
Knights of Columbus Insurance July 2012 - August 2012
Skills
Team Leadership, Sports Marketing, Sports Management, Marketing, Communication, Business Strategy, Public Speaking, Business Planning, Fitness, Microsoft Word, Microsoft Office, Sports, Leadership, PowerPoint, Fundraising, Social Media, Event Planning
Education
Holy Cross College 2010 — 2014
Business and Communication
Knights of Columbus Insurance September 2015 - Present
C2Succeed November 1999 - Present
The August Group 2012 - 2014
Sutherland Global Services November 2007 - April 2013
Genesee Community College January 2001 - June 2010
H&R Block October 1998 - January 2000
Spotlight Theater 1985 - 1989
Skills
Public Speaking, Conflict Resolution, Coaching, Mediation, Start-ups, Negotiation, Non-profits, Microsoft Office, Teaching, Leadership, Alternative Dispute..., Dispute Resolution, Conflict Management, Research, Litigation, Program Management, Team Building, Business Analysis, International Relations, Emotional Intelligence, Arbitration, Strategic Planning, Management, Training
Education
The Catholic University of America 2014 — 2016
Master of Arts (M.A.), Human Resource Management
Albany Law School of Union University 1994 — 1997
Doctor of Law (J.D.), Law, ADR, 2.6
St. John Fisher College 1989 — 1994
Bachelor's degree, Economics / Philosophy Dual, 3
Dakkota Integrated Systems June 2014 - Present
Knights of Columbus Insurance July 2013 - June 2014
Culver Excavating Inc. June 1987 - June 2013
Skills
Project Management, Purchasing, Logistics, Customer Service, Accounts Payable, Accounts Receivable, Sales, Estimating, Process Scheduler, Payroll, Small Business, Licensed Life & Health..., Notary Public, Estate Planning, Construction Safety, Cpr Certified, MSHA Certified, Bookkeeping, Invoicing, Collections, Data Entry, Hiring Personnel, Terminations, Dispatching, Filing, Licensed Residential..., Land Development, Excavation, CDL Class A, Forklift Operator, Heavy Equipment, Truck Driving, Electronics Repair, Life Insurance, Long Term Care Insurance, Fixed Annuities, IRAs, Roth IRA, Retirement Planning, Investments, Mining, Licensed Life Insurance..., Term Life Insurance, Long-term Care, Management
Education
Baker College Business and Corporate Services
Bachelor's Degree, Business Administration and Management, Project Management
DeVry University
Associate of Applied Science in Electronics, Electronics
Michigan State University
General Studies
Knights of Columbus Insurance October 2011 - Present
The National WWII Museum 2014 - Present
Kids' Chance of Louisiana July 2000 - May 2014
Reimbursement Consultants, Inc July 1990 - February 2011
Msgr. Henry C. Bezou Knights of Columbus Council 8546 June 2001 - June 2002
AIG January 1988 - January 1990
Audubon Insurance Group January 1984 - January 1988
New Hampshire Insurance Co January 1983 - January 1984
Southern Insurance Service January 1977 - January 1982
Skills
Life Insurance, Fixed Annuities, Long Term Care Insurance, Disability Insurance, Retirement Planning, Estate Planning, Wealth Preservation..., Marketing, Training, Property & Casualty..., Workers Compensation, Risk Management, Insurance, Retirement Savings, Guaranteed Lifetime..., Personal Financial..., Claims Management, IRAs, Savings, Buy-sell Agreements, Term Life Insurance, Long-term Care, Finance, RRSP, TFSA, Whole Life, Licensed Life Insurance..., Wealth, Claim, Licensed Life & Health..., SEP IRA, Retirement, Critical Illness, Health Insurance, Annuity Sales, Charitable Gift Planning, Mutual Funds, Key Person Insurance, Permanent Life Insurance, Wealth Accumulation, Variable Annuities, Universal Life, Legal Liability, Traditional IRA, Financial Services, Roth IRA, Liability, Leadership, 401k Rollovers, Commercial Insurance
Education
American Institute of Chartered Property Casualty Underwriters (AICPCU) 1989 — 1993
Chartered Property Casualty Underwriter Professional Designation, Insurance
Louisiana Tech University 1969 — 1971
None, Computer Engineering
United States Naval Academy 1969 — 1969
St. Aloysius High School 1963 — 1969
Designations
FIC - Fraternal Insurance Councellor, Insurance
Knights of Columbus February 2011 - Present
Knights of Columbus Insurance 2011 - Present
Skills
Disability Insurance, Life Insurance, Fixed Annuities, Term Life Insurance, Retirement Planning, Whole Life, Retirement, Property & Casualty..., Health Insurance, Long Term Care Insurance, Underwriting, IRAs, Universal Life, Workers Compensation, Brokers, Variable Annuities, Critical Illness, Estate Planning, Homeowners, Umbrella Insurance, Claim, Professional Liability, Medicare, Casualty, Health Savings Accounts, General Insurance, Accident, Strategic Financial..., Financial Planners, Legal Liability, Licensed Life & Health..., Commercial Insurance, Liability, 401k, Group Insurance
Education
Grand Valley State University 1985 — 1987
Novi High School 1982 — 1985
Knights of Columbus Insurance 2010 - Present
Skills
Whole Life, Disability Insurance, Fixed Annuities, Term Life Insurance, Long-term Care, Roth IRA, Life Insurance, IRAs, Long Term Care Insurance, Retirement Planning, Financial Planners, Estate Planning, 401k Rollovers, 401k, Annuity Sales, Buy-sell Agreements, Charities, College Savings Plans, Estate Preservation, Guaranteed Lifetime..., Traditional IRA, Critical Illness, Permanent Life Insurance, Retirement Savings, Key Person Protection, Strategic Financial..., Licensed Life & Health..., Financial Services, Universal Life, General Insurance, Key Person Insurance, Qualified Retirement..., Wealth Preservation..., TFSA, Insurance, Wealth Management..., Risk Management, Wealth, Retirement, Investments, Succession Planning, Wealth Accumulation, Underwriting, Licensed Life Insurance..., Personal Financial..., SEP IRA, Charitable Gift Planning, Financial Planning, CLU, Variable Annuities
Education
Clarkson University 1994 — 1997
BS, Businss Management
Westchester Community College
Business Administration and Management, General
Knights of Columbus Insurance December 2013 - Present
AT&T Mobility September 2007 - December 2013
Best Buy 2006 - 2007
Skills
Mobile Devices, Wireless, Cellular Communications, Sales, Solution Selling, Customer Satisfaction, Managed Services, Sales Operations, Sales Process, Strategy, Management, Team Leadership, Customer Retention, Direct Sales, Telecommunications, Call Centers, Customer Experience, VoIP, B2B, Cold Calling, Networking, Unified Communications, Account Management, Strategic Partnerships, Customer Service, Life Insurance, Team Building, Term Life Insurance, Retirement Planning, Membership Recruitment, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance, Annuity Sales
Education
Fresno Pacific University 2003 — 2006
Bachelor's degree, Communication and Media Studies
College of the Sequoias 2002 — 2003
Immanuel High School 1999 — 2002
Knights of Columbus Insurance December 2010 - Present
Pennsylvania State Council Knights of Columbus July 2006 - June 2008
United States Army October 1976 - November 1996
Skills
Roth IRA, Disability Insurance, Long Term Care, Annuities, Term Life Insurance, Insurance, IRA's, IRAs, Fixed Annuities, Financial Planners, Whole Life, Life Insurance, Long Term Care Insurance, Retirement Planning, TFSA, Annuity Sales, Estate Planning, Retirement, 401k Rollovers, Employee Benefits, Wealth Accumulation, Universal Life, Strategic Financial..., Key Person Insurance, Health Insurance, Permanent Life Insurance, Estate Preservation, Guaranteed Lifetime..., Licensed Life Insurance..., Wealth Preservation..., Traditional IRA, Retirement Savings, Licensed Life & Health..., Buy-sell Agreements, RRSP, Personal Financial..., SEP IRA, Underwriting, Variable Annuities, Leadership, Wealth, Wealth Management, Small Business, College Savings Plans, Investments, Savings, Wealth Management..., Charitable Gift Planning, Property & Casualty..., Critical Illness
Education
Kaplan Financial 2011 — 2014
Fraternal Insurance Counselor
Arizona State University 1971 — 1974
English Literature
Knights of Columbus Insurance September 2008 - Present
New York Life Insurance Company March 2006 - September 2008
Skills
Strategic Financial..., Publishing, Leadership, Financial Analysis, Life Insurance, Customer Service, Key Person Insurance, Disability Insurance, Investments, Accounting, Licensed Life & Health..., Retirement Planning, Wealth Management, Analysis, 401k Rollovers, Long Term Care Insurance, Estate Preservation, Estate Planning, Claim, Critical Illness, Microsoft Excel, General Insurance, Budgets, Small Business, Insurance, Process Improvement, Fixed Annuities, Permanent Life Insurance, Risk Management, Term Life Insurance, Health Insurance, Universal Life, Property & Casualty..., Liability, Sales, Annuity Sales, Retirement, Workers Compensation, Employee Benefits, Whole Life, Financial Planners, Mutual Funds, Strategic Planning, Medicare, Finance, Policy, Roth IRA, Wealth Accumulation, IRAs, Underwriting
Education
Cal State Fullerton 1978 — 1980
Bachelor of Arts (B.A.), Accounting
New Mexico Military Institute 1976 — 1978
Associate of Arts (A.A.), Business Administration, 3.51
Knights of Columbus Insurance September 2010 - Present
Fed Ex Ground July 1994 - July 2010
United States Marine Corps August 1989 - August 1995
Skills
Roth IRA, Whole Life, Term Life Insurance, Estate Preservation, Fixed Annuities, IRAs, Disability Insurance, College Savings Plans, Wealth Preservation..., Retirement Planning, Long Term Care Insurance, TFSA, Finance, Licensed Life & Health..., Wealth, Variable Annuities, Investments, Underwriting, Mutual Funds, Estate Planning, Long-term Care, Buy-sell Agreements, Life Insurance, Insurance, Health Insurance, Wealth Management, Strategic Financial..., Medicare, Property & Casualty..., RRSP, Financial Planning, Employee Benefits, Traditional IRA, Annuity Sales, Financial Planners, Needs Analysis, 401k Rollovers, Key Person Insurance, Guaranteed Lifetime..., SEP IRA, Critical Illness, Personal Financial..., Retirement, Permanent Life Insurance, 401k, Financial Analysis, Wealth Accumulation, Retirement Savings, Claim, Small Business
Education
Indiana University South Bend
Knights of Columbus Insurance January 2004 - Present
Tosoh Quartz (Cryco Quartz) January 1986 - October 2001
Skills
Life Insurance Planning..., Annuities ( Flexible..., Long Term Care, Long Term Disability, Business Continuation..., Disability Insurance, Fixed Annuities, Roth IRA, Long-term Care, Disabilities, Business Continuity..., Life Insurance, Long Term Care Insurance, Estate Planning, IRAs
Education
The University of Texas at Austin 1979 — 1981
Liberal Arts
Del Valle High School 1975 — 1979
Austin Community College
Business Management
Knights of Columbus Insurance September 2014 - Present
Marla Cowan, Preservation Consultant July 2009 - Present
Keller Williams Realty February 2009 - Present
Vista Medical Group June 2012 - September 2014
California Missions Foundation November 2006 - February 2008
LSA Associates, Inc. 2008 - 2008
Skills
Computer Literate, General Office Duties, Real Estate, Short Sales, REO, Residential, Home, Residential Homes, Property, Investment Properties, Historic Preservation, Listings
Education
University of Southern California 2003 — 2005
Masters, Historic Preservation
Miss Becky's Violin Studio 2001 — 2003
Violin
California State Polytechnic University-Pomona 2000 — 2003
Bachelors, Urban & Regional Planning
Knights of Columbus Insurance September 2004 - Present
Knights of Columbus Insurance September 2004 - Present
TSA October 2002 - January 2008
VANDAIR FREIGHT SYSTEMS July 1980 - June 2000
Skills
Long-term Care, Fixed Annuities, Disability Insurance, Term Life Insurance, Life Insurance, Estate Planning, Insurance, Financial Planners, IRAs, Roth IRA, Retirement Planning, Retirement, Portfolio Management, Long Term Care Insurance, Whole Life, Wealth Management, Wealth Management..., 401k Rollovers, Employee Benefits, Commercial Insurance, Key Person Insurance, Risk Management, Wealth Preservation..., Wealth, Underwriting, Property & Casualty..., Variable Annuities, Licensed Life & Health..., Annuity Sales, Financial Services, Buy-sell Agreements, Medicare, Estate Preservation, Strategic Financial..., Workers Compensation, Personal Financial..., Critical Illness, Health Insurance, Series 6, Investments, Claim, Liability, College Savings Plans, Small Business, Personal Finance, Retirement Savings, Universal Life, 401k, Mutual Funds, Permanent Life Insurance
Education
Loyola Marymount University 1975 — 1979
B.A., Political Science
Loyola Marymount University 1975 — 1979
Political Science and Government
Knights of Columbus Insurance December 2010 - Present
CSC 2005 - 2010
Assurant 2003 - 2004
Farm Bureau Insurance 1999 - 2002
CUNA Mutual Group 1994 - 1999
League General Insurance Company (acquired by Liberty Mutual) 1987 - 1994
Skills
Insurance, Fixed Annuities, Life Insurance, Long-term Care, Disability Insurance, Team Building, Risk Management, General Insurance
Education
Michigan State University 1976 — 1978
Master of Science, Mathematics
Michigan State University 1971 — 1976
Bachelor of Science, Mathematics
Evan Scholars
Knights of Columbus Insurance October 2012 - Present
St Josephs Catholic Church April 2010 - Present
Knights of Columbus April 2010 - December 2012
Nori Corp. October 2008 - September 2012
Plan-It Interactive September 2007 - September 2010
team TAG 2008 - 2008
FLS International 2007 - 2008
Sage Credit Company January 2006 - January 2007
Costco Wholesale July 2003 - August 2005
Skills
Healthcare, Customer Service, Public Speaking, Leadership, Financial Analysis, Budgets, Social Media, Spanish, Team Building, Fixed Annuities, Whole Life, Term Life Insurance, Long Term Care Insurance, Disability Insurance, IRAs, Roth IRA, Retirement Planning, Insurance, Life Insurance, Estate Planning, Retirement Savings, Catholic, Employee Benefits, Long-term Care, Marketing, Microsoft Excel
Education
California State University-Long Beach 2003 — 2008
Chicano/Latino Studies, Business
Universidad de Granada 2005 — 2005
Cultura, negocios, y literatura española
California Academy of Mathematics and Sciences 1999 — 2003
HS Diploma
Knights of Columbus Insurance July 2010 - Present
Prorizon Corporation October 2007 - March 2008
IBM February 2006 - June 2007
IBM January 1999 - June 2007
IBM January 1982 - June 2007
Sirius Computer Solutions 2005 - 2006
International Business Machines 1981 - 2002
Skills
New Business Development, Sales, Product Management, Management, Public Speaking, Customer Service, Engineering, Programming, Printers, Account Management, Cloud Computing, Sales Management, Small Business, Sales Operations, Business Planning, Leadership, Marketing, Insurance, Budgets, Risk Management, Program Management, Strategic Financial..., Networking, Financial Analysis, Team Leadership, Strategic Planning, Solution Selling, Selling, Sales Process, Analysis, Direct Sales, Business Development, Marketing Management, Negotiation, Finance, Process Improvement, Management Consulting, Business Strategy, Wealth Preservation..., Multi-generational..., Guaranteed Lifetime..., College Funding..., Traditional IRA, Wealth Accumulation..., Tax-advantaged..., College Education..., SEP IRA, Simple IRA, Income for Life, Protection...
Education
Georgia Institute of Technology 1981 — 1988
Bachelor's degree, Electrical & Computer Engineering
Georgia Institute of Technology 1981 — 1988
Bachelor; Certificate, Electrical Engineering; Computer Engineering
Georgia Institute of Technology 1981 — 1988
BEE, Electrical Engineering
Knights of Columbus Insurance December 2013 - Present
Skills
Insurance, Leadership, Risk Management, Sales, Team Building
Education
Fitchburg State University 2010 — 2014
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Knights of Columbus Insurance June 2015 - Present
Knox Community School Corporation August 2003 - June 2015
Skills
Educational Leadership, Curriculum Design, Public Speaking, Staff Development, Teaching, Curriculum Development, Classroom, Lesson Planning, Research, Microsoft Office, Tutoring, Classroom Management, Differentiated..., Professional..., Professional..., Professional..., Educational Technology, Educational Assessment, Educational Management, Program Management, Program Development, iOS, Mac OS, iPad Development
Education
University of Indianapolis 2009 — 2011
Master of Arts (M.A.), Educational Leadership and Administration, General
University of Indianapolis 2009 — 2011
Master's degree, Educational Leadership and Administration, General
Indiana State University 1999 — 2002
Bachelor of Science (B.S.), Physical Education Teaching and Coaching
Knights of Columbus Insurance January 2015 - Present
Knights of Columbus July 2013 - December 2014
Western Federal Credit Union 2012 - July 2013
IBERIABANK April 2012 - October 2012
Arvest Bank October 2011 - May 2012
Arvest Bank October 2010 - September 2011
Arvest Bank May 2010 - November 2010
Arvest Bank April 2009 - July 2010
GDH Consulting December 2007 - February 2009
Bank of America February 2003 - November 2007
Skills
Negotiation, Cold Calling, Contract Negotiation, Customer Service, Customer Relations, Employee Management, Sales Management, Sales, Bank operations, Banking, Loans, Consumer Lending, Recruiting, Leadership, Mortgage Lending, Management, Coaching, Business Development, Human Resources, Time Management, Marketing, Insurance, Analysis, Commercial Lending, Customer Satisfaction, Interviews, Networking, Branch Management, Team Building, Microsoft Excel, Training, Credit, Financial Services
Education
University of Phoenix 2006 — 2007
Bachelor of business managment, Business Administration and Management
Fresno City College 2002 — 2005
Associate's degree, Accounting and Business/Management
Knights of Columbus Insurance January 2015 - Present
Abercrombie & Fitch June 2013 - October 2014
NEAG Collaborative Technology Center September 2011 - May 2013
Ann Taylor LOFT May 2011 - February 2013
Pavé Life May 2012 - August 2012
Barnum Financial Group June 2011 - August 2011
Skills
Social Media Marketing, Social Media, Marketing, Blogging, PowerPoint, Sales, Customer Service, Social Networking, Marketing Strategy, Marketing Research, Advertising, Online Marketing, Retail, Recruiting, Training
Education
Albertus Magnus College 2015 — 2016
Master of Business Administration (M.B.A.)
The University of Connecticut 2009 — 2013
Bachelor of Science in Business, Marketing
Northwestern Mutual April 2013 - Present
Knights of Columbus Insurance March 2006 - March 2013
AAS Restoration, Inc. December 2001 - February 2006
State Farm Insurance 1997 - 2001
UMB Bank 1996 - 1997
Skills
Leadership, Sales, Customer Service, Team Building, Coaching, Teaching, Public Speaking, Time Management, Teamwork, Training, Small Business, Management, Team Leadership, Marketing, Sales Management, Fundraising, Social Networking, Process Improvement
Education
Northwest Missouri State University 1992 — 1996
B.S.ed, Social Science - Secondary Education
The American College 2014 — 2015
Chartered Life Underwriter (CLU), Financial Planning and Services
Kaplan University 2006 — 2008
Fraternal Insurance Counselor Fellow
Archbishop O'Hara High School 1988 — 1992
Knights of Columbus Insurance June 2008 - Present
Education
Columbia College Chicago 1980 — 1984
Bachelor of Arts (B.A.), Radio and Television Broadcasting
Knights of Columbus Insurance September 2015 - Present
Anthony Wayne High School August 2000 - May 2015
Skills
Insurance, Life Insurance, Disability Insurance, Term Life Insurance, Fixed Annuities, Long-term Care
Education
Bowling Green State University 1989 — 2010
Master of Education (M.Ed.), Class room Technology
Maumee High School 1986 — 1989
Knights of Columbus Insurance November 2014 - Present
Travelers December 2005 - March 2008
Washington State Office of the Insurance Commissioner June 2005 - December 2005
Safeco Insurance August 2003 - June 2005
Equity Claims Management January 2002 - August 2003
Cunningham Lindsey January 2001 - January 2002
Bristol West Insurance Group March 1997 - January 2001
State Farm October 1992 - March 1997
Skills
Insurance, Management, Long Term Care Insurance, Disability Insurance, Annuities, Recruiting, Training, Financial Planning, Financial Analysis, New Business Development, CCLA, P&C and L/H..., Claim, Risk Management, Health Insurance, Life Insurance, Professional Liability, Legal Liability, Liability, Casualty Insurance, Business Analysis, Agency, Insurance agent..., FIC, Whole Life, Sales Management, Sales, E&O, Workers' Compensation..., Workers Compensation...
Education
California State University-Fullerton 1988 — 1991
Bachelor of Arts (BA), Ethnic Studies, 3.6
Fullerton College 1986 — 1988
Transfer, Applied Mathematics, 3.8
United States Air Force Fire Academy 1983 — 1984
Certification, Fire Science and Technology, 4.0
Knights of Columbus Insurance August 2015 - Present
South State Bank September 2014 - July 2015
South State Bank May 2010 - September 2014
First Federal July 2008 - May 2010
First Federal October 2001 - July 2008
Wachovia, A Wells Fargo Company September 1999 - September 2001
Wachovia, A Wells Fargo Company July 1998 - September 1999
Wachovia, A Wells Fargo Company December 1997 - July 1998
Skills
Banking, Call Centers, Customer Service, Retail Banking, Leadership, Microsoft Office, Management, Insurance, Commercial Banking, Sales, Digital Photography
Education
Lander University 1990 — 1995
BA
Greenwood High School 1988 — 1990
Knights of Columbus Insurance August 2014 - Present
Skills
Disability Insurance, Fixed Annuities, Life Insurance, Term Life Insurance, Whole Life, Long-term Care
Education
Eastern Iowa Community College District 2013 — 2014
Bellevue High School
Knights of Columbus Insurance January 2015 - Present
Patriot Retail Services LLC January 2008 - December 2014
JP Morgan Chase October 2005 - February 2008
Fuji Photo Film January 1989 - January 2003
Eastman Kodak Company April 1988 - April 1998
Panasonic January 1985 - May 1988
Skills
Sales Operations, Sales Management, Marketing Strategy, Consumer Products, Team Building, New Business Development, Merchandising, Direct Sales, Sales Process, Sales Presentations, Income Statement, Military, Public Speaking, Salesforce.com, IRI, Coaching, Project Management, AC Nielsen, Food & Beverage, Data Analysis, Training & Development, PowerPoint, Microsoft Office, Consumer Electronics, Retail Brokerage, Category Management, Special Events, Launch Of New Products, Employee Management, New Hire Training, Sales Analysis, Customer Relations, Sales Recruitment, Sales Force Automation, Military Resale Sales..., Retail Management, Entrepreneur, Profit & Loss Management, Team Motivator, Category Analysis, Hiring/firing, Client Retention, Tenacious Work Ethic, Problem Solving, Territory Optimization, Life Insurance, Long Term Care Insurance, Disability Insurance, Annuities
Education
Dale Carnegie Sales Training 1989 — 1990
Graduate, How to Win Friends and Influence People
Eastman Kodak Marketing & Education Center (MEC) 1988 — 1989
Account Sales Executive Sales Training Consumer Products Division, Sales and Marketing
Longwood University 1981 — 1985
BSBA, Finance and Economics
Bishop Ireton & Edison High Schools 1978 — 1981
High School Diploma, Business & Marketing
Knights of Columbus Insurance November 2008 - Present
Knights of Columbus September 2006 - November 2008
Aflac March 2006 - September 2006
Skills
Sales Operations, Wealth Management, Wealth Transfer Planning, Wealth Accumulation, Wealth Preservation, Estate Planning, Real Estate Investment, Insurance Planning, Marketing Strategy, Market Analysis, Public Relations, Public Speaking, Sales Management, Training & Development, Financial Planners, Recruiting, Wealth Management..., Whole Life, Wealth, Employee Training, Long Term Care Insurance, Investment Properties
Education
Kaskaskia College 2003 — 2005
Associate, Art
Kaplan University
FICF
The American College
LUTCF
The American College
CFP
Knights of Columbus Insurance January 2015 - Present
Skills
Insurance, Customer Service, Term Life Insurance, Disability Insurance, Health Insurance, Sales, Fixed Annuities, Leadership, Property & Casualty..., Underwriting
Education
Lake Land College
Accounting and Business/Management
Methodist University August 2013 - Present
Lowe's Companies, Inc. September 2014 - October 2014
Knights of Columbus Insurance August 2008 - November 2013
82nd Airborne Division October 2002 - May 2008
Skills
Insurance, Disability Insurance, Long Term Care Insurance, Fixed Annuities, Term Life Insurance, Permanent Life Insurance, Life Insurance, Whole Life, Roth IRA, Leadership, 401k Rollovers, IRAs, Public Speaking, Annuity Sales, Guaranteed Lifetime..., Licensed Life & Health..., Licensed Life Insurance..., Data Analysis, Presentation Skills
Education
Methodist University 2015 — 2016
Masters of Business Administration, Organizational Management and Leadership
Methodist University 2003 — 2015
Bachelor of Science (BS), Business Administration, Minors in Entrepreneurship and Religion, 3.8, Magna Cum Laude
Kaplan Financial 2008 — 2011
Fraternal Insurance Counselor Fellow, Insurance
Anne Arundel Community College 1996 — 2003
Associate's degree, General Studies
Knights of Columbus Insurance April 2009 - Present
Metcalf Bank 2004 - 2009
Lyon County State Bank 2001 - 2004
Skills
Retirement, Disability Insurance, Long-term Care, Life Insurance, Insurance, Estate Planning, Whole Life, Roth IRA, Fixed Annuities, IRAs, Term Life Insurance, Strategic Financial..., Permanent Life Insurance, Long Term Care Insurance, Retirement Planning, Key Person Insurance, Estate Preservation, Loans, 401k Rollovers, Wealth Accumulation, Banking, Retirement Savings, Employee Benefits, Financial Planners, Wealth, General Insurance, Small Business, College Savings Plans, Licensed Life & Health..., Needs Analysis, Buy-sell Agreements, Investments, Traditional IRA, Financial Analysis, Universal Life, 401k, Wealth Preservation..., Wealth Management..., Annuity Sales, Licensed Life Insurance..., Wealth Management, Critical Illness, Financial Services, Variable Annuities, Savings, Personal Financial..., Guaranteed Lifetime..., SEP IRA, Charities, Financial Planning
Education
Emporia State University 1999 — 2003
Bachelor of Arts, Business
Knights of Columbus Insurance May 2015 - Present
Isle of Capri Casino February 2013 - January 2015
Isle of Capri Casino August 2012 - January 2013
Tropicana Entertainment - Belle of Baton Rouge June 2006 - July 2012
Tropicana Entertainment - Belle of Baton Rouge October 2005 - May 2006
Argosy Casino & Hotel September 2004 - October 2005
Argosy Casino & Hotel May 2002 - August 2004
Argosy Casino & Hotel June 2000 - April 2002
Argosy Casino & Hotel April 1999 - May 2000
Skills
Casino, Budgets, Project Planning, Gaming Industry, Customer Service, Strategic Planning, Team Building, Training, Management, Hospitality, Online Gaming, Marketing Strategy, Process Scheduler, Gambling, Analysis, VIP, Microsoft Excel, Poker, Hiring, Gaming, Casino Gaming, Operations Management, Hospitality Industry, Loyalty Programs, Hotels, Team Leadership, Customer Satisfaction, Food & Beverage, Leadership, Event Management, Online Gambling, Hospitality Management, Resorts, Database Marketing, Employee Relations, Indian Gaming, Baccarat, Tribal Gaming, Supervisory Skills, Roulette, ACSC, Affiliate Management, Guest Service Management, Bingo, Gaming Law, Blackjack, Loyalty Marketing, iGaming, Online Casino, Pre-opening
Education
Louisiana State University
Knights of Columbus Insurance January 2014 - Present
Shambolee Golf Course September 2011 - December 2013
Skills
Life Insurance, Term Life Insurance, Long-term Care, Annuity Sales, Financial Planning, Disability Insurance, Insurance, Long Term Care Insurance
Education
Lincoln Land Community College 1975 — 1977
Mathematics and Statistics
Griffin High School 1971 — 1975
High School Graduate, Accelerated Courses, Graduate
Knights of Columbus Insurance December 2014 - Present
Maine Eye Center June 2013 - October 2014
Division for the Blind and Visually Impaired, State of Maine September 2008 - June 2013
State of Maine October 2004 - July 2008
Work Opportunities Unlimited March 2004 - October 2004
Work Opportunities Unlimited March 2003 - March 2004
Saint Martin de Porres Homeless Shelter July 2002 - April 2003
Work Opportunities Unlimited August 2002 - March 2003
Bishop Guertin High School July 2000 - August 2001
Skills
Life Insurance, Long Term Care Insurance, Disability Insurance, Vocational..., Program Development, Case Managment, Career Counseling, Community Outreach, Public Speaking, Social Services, Supervisory Experience, Mental Health, Economic Development, Resume Writing, Volunteer Management, Project Coordination, Non-profits
Education
Mississippi State University 2008 — 2009
Post Graduate Academic Certificate, Vision Specialist in Vocational Rehabilitation
Assumption College 2005 — 2008
Master of Arts, Rehabilitation Counseling
Saint Anselm College 1996 — 2000
Bachelor of Arts, Theology
Knights of Columbus Insurance May 2014 - Present
Own YOUR Future Associates April 2010 - May 2014
Plans Plus Ltd. April 2009 - May 2014
Long Term Care, Life, Disability Insurance January 2009 - May 2014
Aflac September 2006 - May 2014
Mineola Chamber of Commerce 2006 - January 2013
Long Island Network Group 2011 - 2011
Recording for the Blind & Dyslexic 2010 - 2010
BusNet-LI February 2009 - 2009
Verizon Communications Inc April 1978 - June 2006
Education
University of Pennsylvania - The Wharton School 1998 — 1998
Certification, Management
Duke University - The Fuqua School of Business 1996 — 1996
Certification, Management
University of Pennsylvania - The Wharton School 1994 — 1994
Certification, Accounting
Adelphi University 1991 — 1993
MA, Education
Adelphi University 1974 — 1977
BA, Psychology & Business
Knights of Columbus Insurance June 2012 - Present
O'Charley's 2010 - 2012
Quality Dining, Inc. November 2005 - 2010
Mid Michigan Pizza, LLC September 2003 - November 2005
Big Buck Brewery and Steakhouse October 2000 - September 2003
S.M. Enterprises November 1993 - October 2000
Houston's Restaurant April 1991 - November 1993
Skills
Long Term Care Insurance, Disability Insurance, Term Life Insurance, Whole Life, Life Insurance, Fixed Annuities, Permanent Life Insurance, Long-term Care, Key Person Insurance, 401k Rollovers, Estate Preservation, Annuity Sales, Roth IRA, IRAs, Financial Planning, Estate Planning, Retirement Planning, Retirement Savings, Wealth Preservation
Education
Michigan State University - The Eli Broad College of Business
Bachelor of Science (B.S.), Hotel, Restaurant, and Institutional Management
Knights of Columbus Insurance October 2012 - Present
IBEW Local #164 October 2000 - August 2012
FedEx January 1997 - October 2000
Skills
Life Insurace, Sales, Disability Insurance, Fixed Annuities, Long Term Care Insurance, Term Life Insurance, Permanent Life Insurance, IRAs, Whole Life, Insurance, Long-term Care, Life Insurance, Retirement, Financial Planners, Variable Annuities, Retirement Planning, Estate Preservation, Critical Illness, Annuity Sales, Roth IRA, Key Person Insurance, Guaranteed Lifetime..., Universal Life, Estate Planning, TFSA, Licensed Life Insurance..., Health Insurance, 401k Rollovers, Retirement Savings, Traditional IRA, Licensed Life & Health..., Personal Financial..., Buy-sell Agreements, Wealth Preservation..., Wealth Accumulation, RRSP, SEP IRA, Wealth, College Savings Plans, Savings, Manage Client..., Customer Retention, Customer Satisfaction, Integrity, Account Management
Education
Coastal Carolina University 1996 — 1997
Physical Education Teaching and Coaching
Mercer County Community College 1992 — 1995
Biology, General
Knights of Columbus Insurance December 2013 - Present
Best Buy Company Inc May 2004 - November 2013
Skills
Term Life Insurance, Disability Insurance, Whole Life, Fixed Annuities, Long Term Care Insurance, Long-term Care, Life Insurance, IRAs, Roth IRA, Insurance, Permanent Life Insurance, Key Person Insurance, Estate Preservation, 401k Rollovers, Licensed Life, Licensed Life Insurance..., Retirement Savings, Buy-sell Agreements, Guaranteed Lifetime..., Traditional IRA, Customer Service, Sales, Asset Protection, General Insurance, Needs Analysis, Cold Calling, Long-term Customer..., Volunteering, Profit
Education
North Carolina State University 2000 — 2007
Sociology, Criminology
Fayetteville State University
Industrial Engineering
Nationwide Insurance January 2015 - Present
Real Life Rosary August 1999 - Present
Knights of Columbus Insurance December 2011 - January 2015
St. Michael Church July 2003 - November 2011
Skills
Insurance, Writing, Teaching, Customer Relations, Microsoft Office, Long Term Care, Customer Service, Annuities, Non-profits, Small Business, Health, Disability Insurance, Excel, Problem Solving, Team Building, Administration, PowerPoint, Word, Retirement Planning, Windows, IRA's, Term Life Insurance, Long-term Care, Whole Life, Editing, Health Insurance, Financial Planning, IRAs, Fixed Annuities, Long Term Care Insurance, Strategic Financial..., Microsoft Excel, SEP IRA, Microsoft Word, Financial Planners, Life Insurance, Licensed Life & Health..., RRSP, Permanent Life Insurance, Employee Benefits, Buy-sell Agreements, Retirement, Universal Life, System Administration, Investments, TFSA, Underwriting, Annuity Sales, Key Person Insurance, Estate Preservation
Education
Hocking College 1992 — 1994
Business Administration and Management, General
Hocking College 1990 — 1994
Knight's of Columbus Insurance 2012 - 2012
Hearland Dental Care November 2010 - August 2011
State Farm Insurance January 1978 - January 2010
Education
Illinois State University 1975 — 1983
Social work
Knights of Columbus Insurance August 2011 - Present
Skills
Whole Life, Roth IRA, Term Life Insurance, Disability Insurance, Fixed Annuities, Long-term Care, IRAs, Long Term Care Insurance, Life Insurance, Financial Planners, Retirement Planning, Insurance, Estate Planning, Strategic Financial..., Retirement, Financial Services, Mutual Funds, Customer Service, Account Management, Sales Management, Retirement Savings, Team Building, Financial Analysis, Underwriting, Forecasting, Employee Benefits, Small Business, Sales Process, Licensed Life Insurance..., Risk Management, Critical Illness, Wealth Accumulation, Key Person Insurance, Strategic Planning, Direct Sales, Disabilities, Wealth Management, Universal Life, Sales, General Insurance, Process Improvement, Annuity Sales, Budgets, Permanent Life Insurance, Health Insurance, Estate Preservation, Investments, Series 63, 401k Rollovers, Financial Planning
Education
Florida International University 1987 — 1992
Bachelor of Business Administration (BBA), Finance, General
Knights of Columbus Insurance January 2014 - Present
Knights of Columbus May 2010 - December 2013
Skills
Estate Planning, Financial Analysis, Strategic Planning, Income Protection, Permanent Life Insurance, Term Life Insurance, Long Term Care Insurance, Disability Insurance, IRAs, Roth IRA, Fixed Annuities, Fixed Income Strategies, Retirement Savings, Charitable Gift Planning, Whole Life, Long-term Care, Life Insurance, Financial Planning, Retirement Planning, 401k Rollovers, Retirement
Education
Indiana University Bloomington 1998 — 2002
Psychology
Bishop Luers High School 1995 — 1998
Theatrical Arts June 2011 - Present
Knights of Columbus Insurance October 2010 - June 2011
Applied Electronics March 2005 - February 2010
BMI Supply South September 1998 - February 2005
BMI Supply June 1997 - September 1998
Barbizon Lighting Company June 1990 - December 1996
Skills
Lighting Design, Stage Lighting, Lighting Control, Light Board Operator, Technical Direction, Stagecraft, Opera, Sales Management, Inventory Control, Union Labor, Stage Management, Theatre, Entertainment, Live Events, Production Management, Stage, Corporate Events, AV, Lighting, Festivals, Theatrical Production
Education
Florida State University 1978 — 1980
BFA, Technical Theatre/Theatre Design and Technology, C
MassMutual Financial Group January 2014 - Present
WTBQ Radio 1110 AM & 93.5 FM August 1998 - Present
Northwestern Mutual November 2012 - December 2013
Knights of Columbus Insurance December 2005 - November 2012
Earth Essence June 2002 - December 2006
WTBQ November 2000 - November 2005
Marist College September 1999 - May 2002
HSBC Markets 1986 - 1999
Monchik-Weber January 1983 - July 1986
Education
New York University - Leonard N. Stern School of Business 1975 — 1979
MBA, Computer Applications
Le Moyne College 1969 — 1973
BA, Economics
Regis High School 1965 — 1969
OLHC
AIG June 2015 - Present
Knights of Columbus Insurance November 2011 - June 2015
PatentHealth Canton Ohio May 2004 - April 2011
MP Biomedicals April 1998 - May 2004
Skills
Insurance, Permanent Life Insurance, Term Life Insurance, Disability Insurance, Fixed Annuities, Whole Life, Long-term Care, Long Term Care Insurance, Retirement Planning, Estate Planning, Forecasting, Retirement, Public Speaking, Team Leadership, New Business Development, Direct Sales, Customer Satisfaction, Customer Service, Life Insurance, IRAs, Roth IRA, Health Insurance, Universal Life, Key Person Insurance
Education
Kansas State University 1975 — 1983
Doctor of Philosophy (Ph.D.), Grain Science and Industry
Kansas State University 1974 — 1983
Doctor of Philosophy (Ph.D.), Grain Science and Industry, 3.85
Knights of Columbus Insurance April 2009 - Present
Regan Agency September 2007 - March 2009
Skills
Life Insurance, Term Life Insurance, Permanent Life Insurance, Licensed Life Insurance..., Fixed Annuities, Long Term Care Insurance, Disability Insurance
Education
Grand Valley State University
Bachelor's degree, Marketing
Knights of Columbus Insurance February 2015 - Present
Knights of Columbus Insurance May 2010 - February 2015
Skills
Long Term Care Insurance, Insurance, Disability Insurance, Fixed Annuities, Life Insurance, Strategic Financial..., Strategic Planning, Term Life Insurance, Process Improvement, Financial Analysis, Public Speaking, Customer Service, Permanent Life Insurance, Whole Life, Estate Planning, Roth IRA, Sales Process, Direct Sales, Contract Negotiation, Retirement Planning, Health Insurance, Investments, Financial Planning, Project Management, Seminar Marketing, College Education..., Cold Calling, Sales Prospecting, CRM databases, Investment Advisory, Tax-advantaged..., Group Insurance, Seminars, Traditional IRA, SEP IRA, Management, Sales Hiring, Business Planning, Financial Services
Education
Charter Oak State College 2004 — 2008
Bachelors, Business, Management, Marketing, and Related Support Services
Securitas Critical Infrastructure Services, Inc. July 2015 - Present
ITA International December 2014 - July 2015
IIF Data Solutions September 2012 - December 2014
Indiana Army National Guard July 2011 - September 2012
Indiana Army National Guard October 2010 - June 2011
National Guard Bureau July 2009 - September 2010
COMTek March 2009 - July 2009
Knights of Columbus Insurance April 2008 - December 2008
Indiana Army National Guard October 2007 - December 2008
COMTek June 2007 - October 2007
Skills
Emergency Management, Homeland Security, DoD, Exercises, Military, National Security, Security Clearance, Military Training, Training, Program Management, Leadership, Public Safety, Military Liaison, Army, Contingency Planning, Disaster Response, Crisis Management, Government, Tactics, Interagency Coordination, Security Operations, Incident Command, Enforcement, Defense, Intelligence Analysis, Security, Command, Operational Planning, Organizational..., Readiness, Management, Logistics, Strategic Planning, Military Experience, Counterterrorism, CBRN, Intelligence, Force Protection, Supervisory Skills, Combat, Analysis, Military Operations, Policy, Special Operations, Leadership Development, Preparedness, Bicycle Advocacy
Education
American Military University 2010 — 2015
Master’s Degree, Emergency and Disaster Management, 3.96
Ball State University 1984 — 1989
B.S., Journalism
Wabash High School 1980 — 1984
Dysart Agency LLC 2015 - Present
Knights of Columbus Insurance April 2010 - May 2015
Anheuser-Busch October 2003 - April 2010
ManTech March 2000 - October 2003
Marshall Police Department July 1994 - October 2003
Skills
Farm & Ranch Insurance, Commercial Insurance, Umbrella Insurance, Property & Casualty..., Whole Life, Term Life Insurance, Retirement, Insurance, Estate Planning, Fixed Annuities, Life Insurance, Long-term Care, Roth IRA, Permanent Life Insurance, IRAs, Estate Preservation, Strategic Financial..., Retirement Planning, Universal Life, Customer Service, 401k Rollovers, Risk Management, Employee Benefits, Leadership, Wealth Preservation..., Traditional IRA, Risk Assessment, Wealth Accumulation, Buy-sell Agreements, Business Planning, Underwriting, Annuity Sales, Financial Analysis, College Savings Plans, Guaranteed Lifetime..., Financial Services, Needs Analysis, Charities, Licensed Life & Health..., Security Clearance, 401k, Criminal Investigations, Security Management, Investments, Finance, Protection, Financial Planning, Licensed Life Insurance..., Disability Insurance
Education
Missouri Valley College 1992 — 1998
BS, Criminal Justice
Missouri Valley College 1992 — 1998
Bachelor of Science (B.S.), Criminal Justice/Police Science
Self Employed September 2009 - Present
Knights of Columbus Insurance October 2014 - February 2015
Coldwell Banker Weir Manuel February 2006 - September 2010
Epoxy-Tech April 2004 - September 2006
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Budgets, Negotiation, Social Media Marketing, New Business Development, Marketing Strategy, Marketing, Customer Service, Advertising
Education
Wayne State University 2003 — 2004
Macomb Community College 2002 — 2003
Sts. John and Paul Parish May 2015 - Present
Various 2006 - Present
Various Catholic Organizations July 2007 - Present
Pawfect Grooming August 2014 - May 2015
Knights of Columbus Insurance April 2013 - May 2015
Holy Family Parish September 2011 - March 2013
Our Lady of the Sacred Heart High School August 2008 - August 2011
Holy Trinity Catholic Church 2009 - 2011
St. Patrick Parish July 2007 - June 2009
Skills
Life Insurance, Youth Ministry, Religion, Term Life Insurance, Theology, Leadership, Public Speaking, Disability Insurance, Long-term Care, Teaching, Nonprofits, Philosophy, Newsletters, Event Planning, Ministry Leadership, Finance, Marketing, Editing, Social Media, Bible Study, Writing, Community Outreach, Recruiting, Church Administration, Catechesis, Customer Relations, Volunteer Management, Retreats, Program Development, Strategic Planning, Pastoral, Management, Leadership Development, Research
Education
Franciscan University of Steubenville 2007 — 2011
Master of Arts (M.A.), Theology and Pastoral Ministry, Suma Cum Laude
St. Paul Seminary & Duquesne University 2007 — 2007
Philosophy
University of Pittsburgh 2003 — 2006
Bachelor's Degree, Philsophy, Classics, and Writing, Suma Cum Laude
Our Lady of the Sacred Heart High School 1999 — 2003
Knights of Columbus Insurance February 2005 - Present
Skills
Roth IRA, Whole Life, Disability Insurance, Long-term Care, Long Term Care, Insurance Planning, Annuities, IRA's, Term Life Insurance, Retirement Planning, Retirement, Estate Planning, Insurance, Financial Planning, Small Business, Financial Analysis, Problem Solving, Risk Management, Public Speaking, Sales Management, Business Planning
Education
Ferris State University 1978 — 1981
Knights of Columbus Insurance November 2005 - Present
Walmart August 2001 - October 2005
United States Marine Corps August 1997 - August 2001
Education
Fort Hays State University 2001 — 2005
Bachelors, Justice Studies
Ellsworth High School
Knights of Columbus Insurance March 2013 - Present
DHS May 2002 - April 2011
Skills
Police, Security Management, Criminal Justice, Physical Security, Security Operations, Private Investigations, Surveillance, Enforcement, Emergency Management, Intelligence, Firearms
Education
Elmira College 1975 — 1976
Master's degree, Mathematics Teacher Education
University of Utah 1967 — 1968
Bachelor's Degree, Meteorology
Oklahoma State University 1963 — 1966
Bachelor of Science (BS), Mathematics Teacher Education
St. Gregorys University 1961 — 1963
Associate's Degree, Pre-Engineering
Bank of America December 2013 - Present
Knights of Columbus Insurance December 2010 - December 2013
US Census Bureau May 2009 - October 2010
Central Management LLC March 2008 - February 2009
City of Phoenix January 2001 - December 2007
Echworx Consulting February 1999 - January 2001
City of Phoenix December 1995 - February 1999
United States Senate December 1987 - February 1995
Skills
Licensed Life Insurance..., Fraternal Insurance..., Personal Finance, Marketing Communications, Public Relations, Local Government, Inter-departmental..., Public Policy, Community Outreach, Strategic Planning, Strategic Communications, Program Management, Media Relations, Event Planning, Public Speaking, Policy Analysis, Policy, Politics, Government, Insurance, Project Planning, Management, Disability Insurance, Roth IRA, Training, Legislative Relations, Nonprofits, Political Campaigns, Public Affairs, Economic Development, Volunteer Management, Advertising, Legislation, Life Insurance, Speech Writing, Fixed Annuities, Community Development, Budgets, Strategy, Fundraising, Leadership, Research, Term Life Insurance, Small Business, Long Term Care Insurance, Grants, IRAs, Long-term Care, International Relations, Leadership Development
Education
Arizona State University 1985 — 1990
Bacherlor of Science
Knights of Columbus Insurance May 2015 - Present
Dex Media, Inc. August 2006 - April 2015
Verizon Information Services 2000 - 2006
Mediatel June 1992 - June 2000
NYNEX 1988 - 1992
State Street Bank 1985 - 1986
Skills
New Business Development, Corporate Finance, Insurance, Financial Analysis, Negotiation, Process Improvement, Accounting, Business Development, Sarbanes-Oxley Act, Financial Modeling, Managerial Finance, International Business, Microsoft Excel, Start-ups, Financial Reporting, Forecasting, Finance, Risk Management, Budgets, Mergers, Business Planning, Business Analysis, Management, Analysis, Financial Risk, Strategy, Strategic Planning, Mergers & Acquisitions, Strategic Financial..., Business Strategy, Leadership, Sales
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1989 — 1992
MBA, Finance
Bentley University 1981 — 1985
BS, Accountancy
Knights of Columbus Insurance July 2015 - Present
Skills
Life Insurance, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Retirement Planning, Strategic Financial..., Wealth Management, Retirement, Portfolio Management, Asset Managment
Education
Marist College 2013 — 2015
Bachelor’s Degree, Organizational Leadership & Communication
University of Wisconsin-Parkside 1985 — 1987
Knights of Columbus Insurance October 2008 - Present
Windermere Real Estate 2003 - 2008
Skills
Term Life Insurance, Long Term Care Insurance, Whole Life, Insurance, Retirement Planning, Retirement, Financial Planners, Strategic Financial..., Permanent Life Insurance, 401k Rollovers, Universal Life, Financial Analysis, Key Person Insurance, Wealth Accumulation, Critical Illness, Licensed Life & Health..., Variable Annuities, Licensed Life Insurance..., Wealth, Retirement Savings, Buy-sell Agreements, Financial Advisory, 401k, Financial Planning, College Savings Plans, Life & Health Insurance..., Personal Financial...
Education
Gustavus Adolphus College 1974 — 1978
BS, Business Administration and Management, General
Knights of Columbus Insurance January 2014 - Present
Knights of Columbus May 2012 - December 2013
BIC June 2010 - 2011
Fairfield University January 2007 - 2010
Rachael Ray Show August 2009 - December 2009
Skills
Public Speaking, Analysis, Event Planning, Human Resources, Insurance, Program Management, Microsoft Office, PowerPoint, Customer Service, Social Networking, Microsoft Word, Social Media, Management, Sales, Marketing, Leadership, Hockey, Budgets, Facebook, Project Management, Microsoft Excel, Research, Investments, Event Management, Social Media Marketing, Fundraising, Coaching, Recruiting
Education
Fairfield University 2007 — 2011
B.S., Political Science, Management
Knights of Columbus Insurance August 2006 - Present
Louisiana State Police Crime Lab January 1974 - June 2006
United States Air Force July 1969 - July 1973
Education
Louisiana State University 1964 — 1968
BS Arts and Sciene, Zoology; Chemistry
Norris and Company Real Estate, Vero Beach, Florida September 2001 - Present
Peters & Cook Real Estate, Vero Beach, Florida December 1999 - September 2001
Knights of Columbus Insurance August 1978 - December 1999
Skills
Buyers, Negotiation, Real Estate, Contract Negotiation, Condos, Sales Management, Sellers, Residential Homes, ABR, Customer Service, Council of Residential..., Single Family Homes, Sales, First Time Home Buyers, Vacation Homes, Luxury, Referrals, Waterfront, 1031 Exchanges, Listing Homes, Short Sales, Buyer Representation
Education
Gannon University
Knights of Columbus Insurance July 2013 - Present
Berry Plastics September 2011 - May 2012
Rexam 2008 - September 2011
Rexam 2005 - 2008
Kimball International 2001 - 2004
Kimball Hospitality 1998 - 2001
Springs Valley Manufacturing 1992 - 1998
Kimball Piano 1988 - 1992
Skills
Cost Accounting, Financial Reporting, Forecasting, SAP, Accounting, Financial Analysis, Financial Accounting, General Ledger, Variance Analysis, Standard Costs, Microsoft Excel, Monthly Closing, Budgets, Accounts Payable, Accounts Receivable, Account Reconciliation, Cost Management, Cost Control, Operational Efficiency, Business Process..., ERP, Finance, Financial Planning, Life Insurance, Retirement Planning, Term Life Insurance
Education
Indiana University - Kelley School of Business 1984 — 1988
BS, Accounting
Northeast Dubois High School 1980 — 1984
Knights of Columbus Insurance April 2012 - Present
Prestige Delivery Systems February 2010 - March 2012
Prestige Delivery Systems June 2008 - November 2008
Skills
Whole Life Insurance, Term Life Insurance, Annuities, Long Term Care Insurance, Disability Income..., Estate Planning, Retirement Planning, Insurance, Whole Life
Education
Kaplan University 2009 — 2009
Paralegal Certificate, Paralegal studies
Grand Valley State University 1997 — 2003
Bachelor's, History
AAA Auto Club South October 2013 - Present
Knights of Columbus Insurance May 2012 - September 2013
Knights of Columbus October 2010 - May 2012
Knights of Columbus August 2008 - October 2010
Skills
Whole Life, Roth IRA, Long Term Care Insurance, Estate Preservation, Term Life Insurance, Disability Insurance, Key Person Insurance, IRAs, Fixed Annuities, Life Insurance, Permanent Life Insurance, Long-term Care, Financial Planners, Licensed Life & Health..., Retirement Planning, Qualified Retirement..., Wealth, General Insurance, 401k Rollovers, Wealth Management, Buy-sell Agreements, Estate Planning, Investments, Property & Casualty..., Universal Life, Strategic Financial..., RRSP, Variable Annuities, Guaranteed Lifetime..., Licensed Life Insurance..., Traditional IRA, Annuity Sales, College Savings Plans, Health Insurance, Insurance, Critical Illness, Charitable Gift Planning, TFSA, Retirement Savings, Wealth Accumulation, SEP IRA, Wealth Preservation..., Small Business, Personal Financial..., Wealth Management..., Underwriting, Savings, Retirement, Employee Benefits, Medicare
Education
Indiana Wesleyan University 2007 — 2009
MBA, Accounting and Finance
Franciscan University of Steubenville 1993 — 1997
Bachelor of Arts (B.A.), Theology / Philosophy
Knights of Columbus Insurance 2006 - Present
Knights of Columbus June 2001 - 2006
Troy Design March 1999 - May 2001
Skills
Whole Life Insurance, Term Life Insurance, Annuities, Long Term Care Insurance, Estate Planning, Retirement Planning, Disability Income..., Sales Management, Sales Recruiting, Sales Training, Risk Protection, Benefits, Customer Service
Education
Central Michigan University 1984 — 1988
Bachelor of Science (B.S.), Electrical and Electronics Engineering
Pewamo Westphalia High School 1980 — 1983
Knights of Columbus Insurance December 2007 - Present
Skills
Whole Life, Term Life Insurance, Roth IRA, Estate Preservation, Permanent Life Insurance, Key Person Insurance, Long Term Care Insurance, IRAs, Fixed Annuities, Disability Insurance, Long-term Care, Annuity Sales, Guaranteed Lifetime..., Licensed Life & Health..., Licensed Life Insurance..., Wealth Preservation..., Traditional IRA, Financial Planners, Life Insurance, Retirement Savings, Retirement Planning, Retirement, 401k Rollovers, Universal Life, Variable Annuities, Insurance, SEP IRA, Wealth Accumulation, College Savings Plans, Buy-sell Agreements, RRSP, Customer Service, Estate Planning, Sales, Sales Management, Wealth Management, Investments, Wealth, General Insurance, Underwriting, Needs Analysis, Health Insurance, Small Business, Financial Analysis, Property & Casualty..., Risk Management, Employee Benefits, Personal Financial..., Critical Illness
Education
Embry-Riddle Aeronautical University 1991 — 1996
Bachelor's degree, Aviation/Airway Management and Operations
Western Michigan University 1983 — 1989
Aviation/Airway Management and Operations
Knights of Columbus Insurance January 1993 - Present
Knights of Columbus Insurance January 1993 - Present
Sears, Roebuck and Co. January 1971 - March 1992
Skills
Sales Coach, Volunteer Coordination, Disability Insurance, Long-term Care, Fixed Annuities, Insurance, Estate Planning
Education
Montgomery College 1969 — 1972
Knights of Columbus Insurance May 2013 - Present
Modern Metal Processing December 2006 - May 2013
Spectratek Technologies August 1992 - May 2000
Skills
Sales, Marketing, Musician, Public Speaking, Customer Service, Copywriting, Customer Relations, Microsoft Office, Excel, Word, Negotiation, PowerPoint, Public Relations, Problem Solving, Research, Team Building, New Business Development, Coaching, Online Marketing, Supervisory Skills, Purchasing, Management, Outlook, Strategic Planning, Social Networking, Market Research, Project Management, Operations Management, Microsoft Word, B2B, Leadership, Marketing Communications, Marketing Strategy, Team Leadership, Business Strategy, Recruiting, Account Management, Contract Negotiation, Microsoft Excel, Social Media, Teamwork, Retail, Advertising
Education
Ferris State University 2003 — 2006
Bachelor of Science, Graphic Arts, History
Lansing Community College
University of Michigan - Flint
Knights of Columbus Insurance June 2001 - Present
Farmers Insurance January 2000 - June 2001
Finacial Protection Services September 1998 - December 1999
Skills
Long Term Care, Annuities, Insurance, Disability Insurance, Term Life Insurance, Financial Planning, Retirement, Retirement Planning, Problem Solving, Long-term Care, Fixed Annuities, Strategic Financial..., Whole Life, Roth IRA, Long Term Care Insurance, Estate Planning, IRAs, Critical Illness, Life Insurance, Financial Planners, Permanent Life Insurance, Wealth Accumulation, Small Business, TFSA, Financial Analysis, Group Insurance, Buy-sell Agreements, Traditional IRA, Claim, Estate Preservation, College Savings Plans, Variable Annuities, Key Person Insurance, 401k Rollovers, Risk Management, Workers Compensation, Guaranteed Lifetime..., Annuity Sales, Qualified Retirement..., Medicare, Succession Planning, Retirement Savings, Licensed Life Insurance..., Universal Life, 401k, General Insurance, Licensed Life & Health..., Medicare Part D, Investments, Wealth
Education
California State University-Fullerton 1983 — 1986
MS, Sports Management
University of Southern California 1977 — 1981
BA, Journalism
Knights of Columbus Insurance December 2010 - Present
American Income Life March 2007 - December 2010
Skills
Insurance, Life Insurance, Term Life Insurance, Disability Insurance, Customer Service, General Insurance, Fixed Annuities, Whole Life, Sales, Long-term Care, Sales Management, Team Building, Financial Planners, Employee Benefits, IRAs, Long Term Care Insurance, Permanent Life Insurance, Retirement Planning, Roth IRA, Universal Life
Education
Illinois State University 2002 — 2004
Bachelor of Science (BS), Economics
Kaskaskia College 1999 — 2001
Associate's degree, Business/Commerce, General
Knights of Columbus Insurance March 2007 - Present
Skills
Roth IRA, Estate Preservation, Permanent Life Insurance, Whole Life, Term Life Insurance, Fixed Annuities, Life Insurance, Long Term Care Insurance, Key Person Insurance, IRAs, Retirement Planning, 401k Rollovers, Annuity Sales, Guaranteed Lifetime..., Disability Insurance, Universal Life, Retirement, Long-term Care, Insurance, Wealth Preservation..., Buy-sell Agreements, Licensed Life Insurance..., Traditional IRA, Retirement Savings, Estate Planning, Financial Planners, Wealth Accumulation, Charitable Gift Planning, Licensed Life & Health..., Licensed to Sell..., Wealth, Savings, Personal Financial..., Key Person Protection, Wealth Management, SEP IRA, Strategic Financial..., Qualified Retirement..., College Savings Plans, Disabilities
Education
Bowling Green State University 1974 — 1978
Knights of Columbus Insurance January 2013 - Present
Skills
Whole Life, Long Term Care Insurance, Permanent Life Insurance, Roth IRA, Term Life Insurance, Disability Insurance, IRAs, Fixed Annuities, Wealth Preservation..., 401k Rollovers, Life Insurance, Key Person Insurance, Traditional IRA, Buy-sell Agreements, Long-term Care, Sales, Team Building
Education
Kaplan University 2013 — 2014
F.I.C. Fraternal Insurance Counselor designation
Saint Meinrad Seminary and School of Theology 1988 — 1992
BA
Quigley Preparatory Seminary North 1984 — 1988
Immaculate Heart of Mary
Knights of Columbus August 2014 - Present
Pinnacle Bank Arena August 2013 - Present
Knights of Columbus Insurance June 2013 - Present
Knights of Columbus September 1999 - September 2012
Nebraska Board of Parole April 1994 - August 1999
Nebaska Board of Parole April 1994 - August 1999
Nebraska State Patrol September 1967 - March 1994
Skills
Disability Insurance, Insurance Planning, Term Life Insurance, Long Term Care, Annuities, IRA's, Retirement Planning, Insurance, Estate Planning, Retirement, Whole Life, Public Speaking, Financial Planning, Roth IRA, Annuity, Long-term Care, Financial Analysis, Budgeting, 401k, 401k Rollovers, Annuity Sales, Asset Protection, Budgets, Claim
Education
FBI National Academy, Quantico, VA 1983 — 1983
14 Credit Hours, Administration
Chadron State College 1962 — 1962
Doane College
Business Administration and Management, General
Min Plains Community College, North Platte, NE
Criminal Justice/Police Science
Pampered Chef November 2009 - Present
Knights of Columbus Insurance August 2009 - Present
Ryder Rosacker McCue & Huston August 2005 - September 2008
Skills
Retail, Forecasting, Product Development, Competitive Analysis, Project Management, Strategic Planning, SAP, Team Building, Sales, Supply Chain, Change Management, Segmentation, Team Leadership
Education
Central Community College 1994 — 1997
Associate of Science (A.S.), Paralegal
Eldorado College, California 1990 — 1992
Business Diploma, Business Administration and Management, General
Suncoast Communities Blood Bank January 2011 - Present
Knights of Columbus Insurance January 2011 - November 2011
Knights of Columbus 2009 - November 2010
H.D. Supply February 1973 - May 2009
Skills
Inventory Management, Management, Sales, Employee Benefits, Supply Chain, Customer Service, Budgets, Strategic Planning, Team Building, Process Improvement, Fixed Annuities, Microsoft Office, Forecasting, Inventory Control
Education
City Colleges of Chicago-Wilbur Wright College 1970 — 1973
Associate of Arts, Business
Knights of Columbus Insurance January 2014 - Present
Walsworth Publishing August 2005 - December 2013
Night Train 2011 - 2013
Night Train 2011 - 2013
Lexis-Nexis November 2004 - August 2005
Helio Solutions November 2002 - November 2004
Acropolis Systems May 2002 - November 2002
Gobosh April 2000 - May 2002
Old Fashioned Natural Products June 1991 - April 2000
Skills
Desktop Publishing, Print, Photoshop, Digital Printing, Yearbook, InDesign, QuarkXPress, Pagemaker, Photojournalism, Bass Guitar, Music, Music Industry, Music Production, Entertainment, Sales, Territory Management, Education, Educational Technology, Educational Leadership, Sales Presentations, Presentation Development, Sales Process, Advertising, Marketing, Marketing Strategy, Email Marketing, Social Media Marketing, New Business Development, Graphic Design, Social Networking, Account Management, Social Media
Education
California State University-Fullerton 1987 — 1991
Bachelor of Arts (B.A.), Communication and Media Studies
Saint John Bosco High School
High School
Knights of Columbus Insurance November 1999 - Present
Skills
Term Life Insurance, Long Term Care Insurance, Disability Insurance, Roth IRA, IRAs, Whole Life, Fixed Annuities, Life Insurance, Permanent Life Insurance, 401k Rollovers, Annuity Sales, Licensed Life, Estate Preservation, Long-term Care, Buy-sell Agreements, College Savings Plans, Critical Illness, Estate Planning, Financial Services, General Insurance, Guaranteed Lifetime..., Insurance, Retirement Planning, Retirement, SEP IRA, Savings, Retirement Savings, Qualified Retirement..., Strategic Financial..., Traditional IRA, Wealth Accumulation, Key Person Insurance, Licensed Life Insurance..., Licensing, Wealth Management, Wealth Preservation..., Wealth Management..., Wealth
Education
Franklin College 1993 — 1997
Bachelor Degree, Liberal Arts
Knights of Columbus Insurance February 2011 - Present
Minnesota State Legislature January 2004 - December 2005
Minneapolis/St. Paul Airport MAC February 2002 - December 2005
United States Air Force April 1996 - October 2001
United States Air Force Security Forces September 1981 - April 1996
Education
Community College of the Air Force 1990 — 2001
Associate’s Degree, Human Resources Management/Personnel Administration, General, 4.0
Commuity College of the Air Forc 1990 — 1994
Associate’s Degree, Law Enforcment, 4.0
Knights of Columbus Insurance March 2014 - Present
Arlington Central School District July 2014 - Present
Skills
Life Insurance, Term Life Insurance, Fixed Annuities, Long Term Care Insurance, Disability Insurance, Research, Editing, PowerPoint, Teaching, Public Speaking, Public Relations, Leadership, Nonprofits, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Photoshop, Budgets, Photography, Government, Policy, Creative Writing, Team Leadership, Time Management, Politics
Education
Columbia University in the City of New York 2007 — 2011
Bachelor of Arts (B.A.), American Studies / Political Science
Knights of Columbus Insurance November 2005 - Present
Education
Kansas State University 1996 — 1999
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Knights of Columbus Insurance November 2014 - Present
Neogen Corporation August 2014 - November 2014
Dawn Food Products February 2014 - May 2014
University of Michigan October 2012 - January 2014
Borders Group Inc. October 2006 - July 2011
Borders February 2006 - October 2006
Borders May 2004 - February 2006
Borders April 2001 - May 2004
Borders October 2000 - April 2001
Kmart Corporation September 1998 - May 2000
Skills
Access, Customer Service, Retail, Leadership, Program Management, Inventory Management, Team Building
Education
Central Michigan University 1992 — 1998
B.S., Psychology, Broadcasting & Cinematic Arts, Music
Bishop Borgess H.S.
Knights of Columbus Insurance October 2010 - Present
Piqua, OH June 1978 - April 2010
Skills
Life Insurance, Permanent Life Insurance, Key Person Insurance, Retirement Planning, Annuity Sales, Long Term Care Insurance, Term Life Insurance, IRAs, Roth IRA
Education
Urbana University 2005 — 2008
Bachelor's degree, Business
Edison State Community College 1978 — 1983
Associate's degree, criminal Justice
Knights of Columbus November 2009 - Present
Knights of Columbus Insurance 2009 - Present
Skills
Term Life Insurance, Disability Insurance, Fixed Annuities, Roth IRA, Long-term Care, Long Term Care Insurance, IRAs, Life Insurance, Insurance, Retirement Planning, Permanent Life Insurance, Financial Planners, Estate Preservation, Retirement, Estate Planning, Employee Benefits, Wealth Accumulation, Key Person Insurance, Guaranteed Lifetime..., Strategic Financial..., Health Insurance, TFSA, Annuity Sales, Licensed Life Insurance..., 401k Rollovers, Wealth Preservation..., Buy-sell Agreements, RRSP, Retirement Savings, Licensed Life & Health..., Underwriting, Traditional IRA, Wealth Management, Property & Casualty..., College Savings Plans, Investments, Needs Analysis, Variable Annuities, SEP IRA, Wealth, Personal Financial..., Critical Illness, Key Person Protection, Charities, Qualified Retirement..., Savings, Medicare, Small Business, Wealth Management..., Charitable Gift Planning
Education
Harrisburg Area Community College 1980 — 1982
Associate's degree, Business Administration and Management, General
Knights of Columbus Insurance December 2010 - Present
Brunner Manufacturing October 2001 - October 2010
US Navy August 1988 - February 1993
Skills
Roth IRA, Permanent Life Insurance, Whole Life, Long Term Care Insurance, IRAs, Term Life Insurance, Annuity Sales, Fixed Annuities, Universal Life, Long-term Care, Disability Insurance, Life Insurance, 401k Rollovers, Traditional IRA, TFSA, Licensed Life Insurance..., Wealth Preservation..., Retirement, Retirement Planning, Licensed Life & Health..., Insurance, Retirement Savings, Wealth Accumulation, Underwriting, Variable Annuities, Personal Financial..., Buy-sell Agreements, RRSP, College Savings Plans, Charitable Gift Planning, Health Insurance, College Funding..., General Insurance, Employee Benefits, Fraternal Insurance..., Key Person Protection, Estate Planning, Strategic Financial..., SEP IRA, Wealth, Critical Illness, Wealth Management..., Qualified Retirement..., Estate Preservation, Robotics, CNC Programming, Robotic Welding, Supervisory Skills, Management
Education
Kaplan University 2009 — 2010
Insurance
Hilsboro High School 1982 — 1986
Knights of Columbus Insurance August 2011 - Present
Knights of Columbus Insurance 2011 - Present
United States Postal Service January 1993 - May 2010
Skills
Term Life Insurance, Life Insurance, Disability Insurance, Whole Life, Fixed Annuities, Strategic Financial..., Universal Life, Health Insurance, Property & Casualty..., Medicare, Long-term Care, Long Term Care Insurance, Retirement, Financial Services, Retirement Planning, Underwriting, Estate Planning, Roth IRA, Insurance, Financial Planners, Small Business, General Insurance, Investments, IRAs, Employee Benefits, Key Person Insurance, Wealth Management, Annuity Sales, Permanent Life Insurance, Workers Compensation, Commercial Insurance, Estate Preservation, Personal Financial..., Casualty, Legal Liability, Brokers, 401k, Variable Annuities, Series 63, Critical Illness, 401k Rollovers, Licensed Life & Health..., Umbrella Insurance, Accident, Guaranteed Lifetime..., Mutual Funds, Homeowners, Savings, Claim, Wealth
Education
Florida International University 2011 — 2015
Bachelor’s Degree
Knights of Columbus Insurance December 1999 - Present
Knights of Columbus Insurance January 1990 - Present
Skills
Long-term Care, Insurance, IRAs, Universal Life, Roth IRA, Estate Preservation, Permanent Life Insurance, Retirement, Retirement Planning, Health Insurance, Financial Planners, Key Person Insurance, Estate Planning, Annuity Sales, Property & Casualty..., Critical Illness, Employee Benefits, Medicare, General Insurance, Strategic Financial...
Education
Bridgewater College 1978 — 1982
Bachelor of Science (B.S.), Business and Economics
The American College
LUTC, CLU
Knights of Columbus October 2013 - Present
Knights of Columbus Insurance October 2013 - Present
Skills
Insurance, Disability Insurance, Fixed Annuities, Term Life Insurance, Long-term Care, Long Term Care Insurance, Retirement, Whole Life, Estate Planning, Retirement Planning, Roth IRA, Universal Life, Financial Planning, Permanent Life Insurance, IRAs
Education
Kaplan University
Insurance
Knights of Columbus Insurance 1995 - 2008
ARCO Pipe Line Company 1980 - 1993
Farmland Industries 1975 - 1980
Standard Oil Company of Ohio (SOHIO) 1968 - 1973
United States Army Reserve 1965 - 1971
Standard Oil Company of Ohio (SOHIO) 1965 - 1968
Skills
Team Building, Human Resources, Personnel Management, Life Insurance, Term Life Insurance, Whole Life Insurance, Long Term Care Insurance, Fixed Annuities, Traditional IRA, Roth IRA, SEP Plans, TSA 403(b) Plans, Training & Development, Labor Relations
Education
Michigan State University 1971 — 1973
Master’s Degree, Labor and Industrial Relations (MLIR)
Bradley University: Foster College of Business 1960 — 1965
Bachelor’s Degree, Marketing and Business Administration
Knights of Columbus Insurance 2011 - 2014
Knights of Columbus Insurance 2007 - 2011
Knights of Columbus Insurance 2002 - 2007
Knights of Columbus Insurance 1998 - 2001
Skills
Life Insurance, Fixed Annuities, Tax, Business Analysis, Claim Investigation, Product Development, Team Management, Employee Training, Process Improvement, Documentations, GiftWorks, Non-profit Volunteer, Non-profit...
Education
Albertus Magnus College
Bachelor of Arts (B.A.), History
Albertus Magnus College
Bachelor's degree, History