LFE Institute
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LFE Institute Employees
Employee
Years
Job
Industry
Jamie Wirth Jamie Wirth's LFE Institute Experience 2008 - December 2012
Job Contract Graphic Designer
Industry Design
Experience
Creative Solutions by Jamie Wirth January 2010 - Present
Central Bank 2011 - Present
LFE Institute 2008 - December 2012
MBS Textbook Exchange 2002 - 2006
University of Missouri December 1999 - May 2002
Skills
Logo Design, PowerPoint, Copywriting, Posters, Corporate Identity, Visual Communication, Advertising, Brochures, Layout, Graphics, Art Direction, Newsletters, Magazine Design, Typography, Email Marketing, Creative Direction, Flyers, E-Learning, Stationery, Graphic Design, Interaction Design, InDesign
Education
Missouri Southern State University 1995 — 1999
Bachelor of Arts, Graphic Communications
Crowder College 1997 — 1997
Creative Solutions by Jamie Wirth January 2010 - Present
Central Bank 2011 - Present
LFE Institute 2008 - December 2012
MBS Textbook Exchange 2002 - 2006
University of Missouri December 1999 - May 2002
Skills
Logo Design, PowerPoint, Copywriting, Posters, Corporate Identity, Visual Communication, Advertising, Brochures, Layout, Graphics, Art Direction, Newsletters, Magazine Design, Typography, Email Marketing, Creative Direction, Flyers, E-Learning, Stationery, Graphic Design, Interaction Design, InDesign
Education
Missouri Southern State University 1995 — 1999
Bachelor of Arts, Graphic Communications
Crowder College 1997 — 1997
Rachel Reagan Rachel Reagan's LFE Institute Experience September 2007 - December 2007
Job Digital Producer
Industry Marketing and Advertising
Experience
Grow (Norfolk, VA) November 2014 - Present
BrandJourney July 2013 - November 2014
Boxing Clever July 2010 - July 2013
GatewayCDI February 2008 - July 2010
LFE Institute September 2007 - December 2007
Skills
Advertising, Account Management, Marketing Communications, Social Media Marketing, Marketing, Social Media, Marketing Strategy, Project Management, Integrated Marketing, Email Marketing, SEO, Copywriting, Online Marketing, Digital Marketing, Fundraising, Brand Development, Direct Marketing, Interactive Marketing, Digital Strategy, Creative Direction, Creative Strategy, Direct Mail, User Experience
Education
Webster University 2008 — 2012
Master of Arts (M.A.), Marketing Communications
Missouri State University 2003 — 2007
Bachelor of Science (B.S.), Marketing and Advertising Promotions
Grow (Norfolk, VA) November 2014 - Present
BrandJourney July 2013 - November 2014
Boxing Clever July 2010 - July 2013
GatewayCDI February 2008 - July 2010
LFE Institute September 2007 - December 2007
Skills
Advertising, Account Management, Marketing Communications, Social Media Marketing, Marketing, Social Media, Marketing Strategy, Project Management, Integrated Marketing, Email Marketing, SEO, Copywriting, Online Marketing, Digital Marketing, Fundraising, Brand Development, Direct Marketing, Interactive Marketing, Digital Strategy, Creative Direction, Creative Strategy, Direct Mail, User Experience
Education
Webster University 2008 — 2012
Master of Arts (M.A.), Marketing Communications
Missouri State University 2003 — 2007
Bachelor of Science (B.S.), Marketing and Advertising Promotions
Carl McDaniel Carl McDaniel's LFE Institute Experience November 2011 - Present
Job Mathematics Instructor
Industry Financial Services
Experience
Durham Public Schools August 2013 - Present
LFE Institute November 2011 - Present
American Wedding Group July 2011 - Present
Best Buy January 2005 - August 2013
Sylvan Learning Center January 2000 - January 2005
The Good Guys January 1995 - January 2004
Skills
Community Outreach, Education, Networking, Public Speaking, Strategic Financial..., Training, Team Building, Team Leadership, Qualifying Prospects, Process Improvement, Strategic Planning, Coaching, Project Planning, Financial Planning, Social Media, Sales, Leadership, Nonprofits, Teaching, Retail, Customer Service, Marketing, Higher Education, Portfolio Management, Sales Operations, Microsoft Office
Education
University of North Carolina at Charlotte 2012 — 2014
Graduate Certificate, Middle School Mathematics, 4.0
UCLA 2010 — 2011
Certificate, Personal Financial Planning
CSUDH 1996 — 2000
Bachelor of Arts (B.A.), Communication and Media Studies
Durham Public Schools August 2013 - Present
LFE Institute November 2011 - Present
American Wedding Group July 2011 - Present
Best Buy January 2005 - August 2013
Sylvan Learning Center January 2000 - January 2005
The Good Guys January 1995 - January 2004
Skills
Community Outreach, Education, Networking, Public Speaking, Strategic Financial..., Training, Team Building, Team Leadership, Qualifying Prospects, Process Improvement, Strategic Planning, Coaching, Project Planning, Financial Planning, Social Media, Sales, Leadership, Nonprofits, Teaching, Retail, Customer Service, Marketing, Higher Education, Portfolio Management, Sales Operations, Microsoft Office
Education
University of North Carolina at Charlotte 2012 — 2014
Graduate Certificate, Middle School Mathematics, 4.0
UCLA 2010 — 2011
Certificate, Personal Financial Planning
CSUDH 1996 — 2000
Bachelor of Arts (B.A.), Communication and Media Studies
Laura Coleman, AFC Laura Coleman, AFC's LFE Institute Experience 2011 - Present
Job Counselor, Coach and Tutor of Personal Finance
Industry Professional Training & Coaching
Experience
Zeiders Enterprises, Inc. February 2013 - Present
LFE Institute 2011 - Present
CEFCU March 2005 - December 2009
Skills
Coaching, Financial Education, Teaching, Public Speaking, Budgeting, PowerPoint, Personal Finance, Budgets, Financial Coaching, 401k, Curriculum Design, Employee Benefits, Employee Training, Finance, Financial Analysis, Leadership, Loans, Marketing, Money, Money Management, Team Building, Mortgage Lending, Time Management, Training
Education
Brigham Young University 1995 — 1999
BS, Family and Consumer Science
AFCPE- Accredited Financial Counselor
AFC, Personal Finance
Zeiders Enterprises, Inc. February 2013 - Present
LFE Institute 2011 - Present
CEFCU March 2005 - December 2009
Skills
Coaching, Financial Education, Teaching, Public Speaking, Budgeting, PowerPoint, Personal Finance, Budgets, Financial Coaching, 401k, Curriculum Design, Employee Benefits, Employee Training, Finance, Financial Analysis, Leadership, Loans, Marketing, Money, Money Management, Team Building, Mortgage Lending, Time Management, Training
Education
Brigham Young University 1995 — 1999
BS, Family and Consumer Science
AFCPE- Accredited Financial Counselor
AFC, Personal Finance
Sean Kingston Sean Kingston's LFE Institute Experience July 2010 - February 2012
Job Fitness Instructor/Trainer for Healthy East Chicago
Industry Health, Wellness and Fitness
Experience
Healthy East Chicago May 2015 - Present
Fit For Life Nutrition & Fitness June 2012 - Present
Franciscan Alliance, Inc. February 2009 - Present
LFE Institute July 2010 - February 2012
First Midwest Bank February 2007 - November 2008
JP Morgan Chase February 2005 - January 2007
Lakeshore Chamber of Commerce 2002 - 2004
Skills
Public Speaking, Coaching, Investments, Financial Analysis, Strategic Financial..., Banking, Loans, Insurance, Team Building, Social Networking, Fundraising, PowerPoint, Credit, Research, Customer Service, Account Management
Education
Purdue University 1995 — 2000
Bachelor of Arts (B.A.)
Healthy East Chicago May 2015 - Present
Fit For Life Nutrition & Fitness June 2012 - Present
Franciscan Alliance, Inc. February 2009 - Present
LFE Institute July 2010 - February 2012
First Midwest Bank February 2007 - November 2008
JP Morgan Chase February 2005 - January 2007
Lakeshore Chamber of Commerce 2002 - 2004
Skills
Public Speaking, Coaching, Investments, Financial Analysis, Strategic Financial..., Banking, Loans, Insurance, Team Building, Social Networking, Fundraising, PowerPoint, Credit, Research, Customer Service, Account Management
Education
Purdue University 1995 — 2000
Bachelor of Arts (B.A.)
Susan Pope Susan Pope's LFE Institute Experience December 2009 - Present
Job Applied Improv Workshop Facilitator at TheatrEXpands
Industry Performing Arts
Experience
TheatrEXpands 1995 - Present
TheatrEXpands January 1995 - Present
Kentucky Arts Council 2006 - Present
Shaker Village Pleasant Hill 2007 - Present
LFE Institute December 2009 - Present
Skills
Facilitation, Curriculum Design, Grant Writing, K-12 Arts Integration, Applied Improvisation, Applied Theatre, Acting, Physical Theatre, Theatre Devising, Theatre Directing, Financial Literacy..., Public Speaking, Theatre, Stage Direction, Plays, Drama, Teaching, Stage, Improvisation, Art Education, Musical Theatre, Workshop Facilitation
Education
Dell'Arte International School of Physical Theatre 2005 — 2005
creating original work/physical theatre
Baylor University 1981 — 1985
BA, Foreign Service
Seinan Gakuin University 1983 — 1984
Foreign Exchange in Japan
further study
acting, directing, theatre tech
TheatrEXpands 1995 - Present
TheatrEXpands January 1995 - Present
Kentucky Arts Council 2006 - Present
Shaker Village Pleasant Hill 2007 - Present
LFE Institute December 2009 - Present
Skills
Facilitation, Curriculum Design, Grant Writing, K-12 Arts Integration, Applied Improvisation, Applied Theatre, Acting, Physical Theatre, Theatre Devising, Theatre Directing, Financial Literacy..., Public Speaking, Theatre, Stage Direction, Plays, Drama, Teaching, Stage, Improvisation, Art Education, Musical Theatre, Workshop Facilitation
Education
Dell'Arte International School of Physical Theatre 2005 — 2005
creating original work/physical theatre
Baylor University 1981 — 1985
BA, Foreign Service
Seinan Gakuin University 1983 — 1984
Foreign Exchange in Japan
further study
acting, directing, theatre tech
Brenda Worley's LFE Institute Experience November 2009 - Present
Job Senior Training Professional, Instructional Design and Development
Industry Professional Training & Coaching
Experience
LFE Institute November 2009 - Present
Assurant Specialty Property February 2006 - January 2010
Kaiser Permanente January 1998 - January 2005
Money Mailer, LLC June 1995 - February 1998
GYMBOREE, INC January 1992 - December 1994
Education
University of San Francisco 1980 — 1982
M.A, Education
California State University
University of Utah
B.A, Education
LFE Institute November 2009 - Present
Assurant Specialty Property February 2006 - January 2010
Kaiser Permanente January 1998 - January 2005
Money Mailer, LLC June 1995 - February 1998
GYMBOREE, INC January 1992 - December 1994
Education
University of San Francisco 1980 — 1982
M.A, Education
California State University
University of Utah
B.A, Education
Cathie Purdon, CFP® Cathie Purdon, CFP®'s LFE Institute Experience November 2009 - February 2015
Job Retirement Planning Specialist at Nationwide Retirement Solutions, Inc.
Industry Education Management
Experience
Nationwide Retirement Solutions, Inc. February 2015 - Present
LFE Institute November 2009 - February 2015
LFE Institute and Zeiders Enterprises October 2010 - May 2013
Financial Planning Association January 2011 - December 2012
Financial Planning Assn of San Diego January 2010 - December 2012
Del Mar Financial Partners, Inc. January 2009 - November 2009
New England Financial/MetLife June 2001 - January 2009
Anthony Robbins Companies June 1999 - July 2000
Prudential Healthcare January 1997 - July 1999
Children's Hospital of Los Angeles July 1984 - June 1990
Skills
Leadership, Education, Business Development, Coaching, Financial Planning, Teaching, Strategic Financial..., Retirement Planning, Recruiting, Community Outreach, Finance, Financial Advisory, Team Leadership, Public Speaking, Wealth Management, Management, Organizational..., Personal Finance, Portfolio Management, Change Management, Project Planning, Small Business, Retirement, Budgets, Time Management, Financial Planners, Insurance, Management Consulting, Nonprofits, Team Building, Strategic Planning, Leadership Development, Employee Training, Training
Education
University of California, Los Angeles 1981 — 1984
Bachelor of Science, Nursing
Pierce College 1978 — 1981
AA, General Education, Pre-Nursing
Nationwide Retirement Solutions, Inc. February 2015 - Present
LFE Institute November 2009 - February 2015
LFE Institute and Zeiders Enterprises October 2010 - May 2013
Financial Planning Association January 2011 - December 2012
Financial Planning Assn of San Diego January 2010 - December 2012
Del Mar Financial Partners, Inc. January 2009 - November 2009
New England Financial/MetLife June 2001 - January 2009
Anthony Robbins Companies June 1999 - July 2000
Prudential Healthcare January 1997 - July 1999
Children's Hospital of Los Angeles July 1984 - June 1990
Skills
Leadership, Education, Business Development, Coaching, Financial Planning, Teaching, Strategic Financial..., Retirement Planning, Recruiting, Community Outreach, Finance, Financial Advisory, Team Leadership, Public Speaking, Wealth Management, Management, Organizational..., Personal Finance, Portfolio Management, Change Management, Project Planning, Small Business, Retirement, Budgets, Time Management, Financial Planners, Insurance, Management Consulting, Nonprofits, Team Building, Strategic Planning, Leadership Development, Employee Training, Training
Education
University of California, Los Angeles 1981 — 1984
Bachelor of Science, Nursing
Pierce College 1978 — 1981
AA, General Education, Pre-Nursing
Patricia O'Healy,CFP's LFE Institute Experience October 2011 - Present
Job Financial Services Professional
Industry Financial Services
Experience
LFE Institute October 2011 - Present
O'Healy Financial Consulting 1990 - Present
Financial Knowledge June 1997 - March 2012
College for Financial Planning September 1990 - August 1998
Skills
Public Speaking, Training & Development, Financial Planning, Investments, Life Transitions..., Retirement, Personal Financial..., Retirement Planning, 401k, Strategic Financial..., Employee Benefits, Financial Coaching, Personal Finance, Team Building, Employee Training, Customer Service, Training, Estate Planning, Teaching, Budgets, Finance, Financial Education, Life Transitions, Financial Goals, Coaching, Leadership, Long-term Care
Education
University of San Francisco 1995 — 1997
Master of Arts (MA), Counseling Psychology
Woodbury University 1967 — 1970
Bachelor of Science (B.S.), Marketing
LFE Institute October 2011 - Present
O'Healy Financial Consulting 1990 - Present
Financial Knowledge June 1997 - March 2012
College for Financial Planning September 1990 - August 1998
Skills
Public Speaking, Training & Development, Financial Planning, Investments, Life Transitions..., Retirement, Personal Financial..., Retirement Planning, 401k, Strategic Financial..., Employee Benefits, Financial Coaching, Personal Finance, Team Building, Employee Training, Customer Service, Training, Estate Planning, Teaching, Budgets, Finance, Financial Education, Life Transitions, Financial Goals, Coaching, Leadership, Long-term Care
Education
University of San Francisco 1995 — 1997
Master of Arts (MA), Counseling Psychology
Woodbury University 1967 — 1970
Bachelor of Science (B.S.), Marketing
Cindy Norsworthy's LFE Institute Experience April 2010 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
LFE Institute April 2010 - Present
Society of Certified Senior Advisor 2003 - 2015
Western Financial Planning August 2007 - December 2009
Skills
Strategic Financial..., Cash Management, Investments, Retirement Planning, Wealth Management, Public Speaking, Retirement, Asset Managment, IRAs, Real Estate, Small Business, Asset Management, Finance, Leadership, Employee Benefits, Insurance, Portfolio Management, Fixed Annuities, Mutual Funds, Long-term Care, 401k, Estate Planning, Strategic Planning, Financial Planners, Investment Advisory, Series 7, Budgets, Team Building, Loans, Training, Business Planning, Securities, Personal Financial..., Wealth, Investment Strategies, Life Insurance, Series 63, Financial Planning
Education
Brigham Young University
University of New Orleans
Morgan Stanley 2011 - Present
LFE Institute April 2010 - Present
Society of Certified Senior Advisor 2003 - 2015
Western Financial Planning August 2007 - December 2009
Skills
Strategic Financial..., Cash Management, Investments, Retirement Planning, Wealth Management, Public Speaking, Retirement, Asset Managment, IRAs, Real Estate, Small Business, Asset Management, Finance, Leadership, Employee Benefits, Insurance, Portfolio Management, Fixed Annuities, Mutual Funds, Long-term Care, 401k, Estate Planning, Strategic Planning, Financial Planners, Investment Advisory, Series 7, Budgets, Team Building, Loans, Training, Business Planning, Securities, Personal Financial..., Wealth, Investment Strategies, Life Insurance, Series 63, Financial Planning
Education
Brigham Young University
University of New Orleans
Izora Jones's LFE Institute Experience January 2010 - Present
Job Certified LFE Instructor
Industry Financial Services
Experience
Transamerica 2012 - Present
LFE Institute January 2010 - Present
Transamerica 2011 - 2012
CBRE 2008 - 2012
Primerica January 2008 - December 2010
CBRE 1997 - 2005
Skills
E-Learning, Investments, Teaching, Finance, Leadership, Portfolio Management, Budgets, Training, Small Business, Entrepreneurship, Coaching, Analysis, Management Consulting
Education
Metropolitan College of New York - School of Business
Bachelor of Business Administration (B.B.A.)
City University of New York-Baruch College 1999 — 2000
Entrepreneurial and Small Business Operations
A. Phillip Randolph Campus High School
Transamerica 2012 - Present
LFE Institute January 2010 - Present
Transamerica 2011 - 2012
CBRE 2008 - 2012
Primerica January 2008 - December 2010
CBRE 1997 - 2005
Skills
E-Learning, Investments, Teaching, Finance, Leadership, Portfolio Management, Budgets, Training, Small Business, Entrepreneurship, Coaching, Analysis, Management Consulting
Education
Metropolitan College of New York - School of Business
Bachelor of Business Administration (B.B.A.)
City University of New York-Baruch College 1999 — 2000
Entrepreneurial and Small Business Operations
A. Phillip Randolph Campus High School
Jamie Wirth's LFE Institute Experience DesignerMBS Direct2003 - 2006
Job Interactive Design Specialist at LFE Institute
Industry Financial Services
Experience
LFE Institute DesignerMBS Direct2003 - 2006
Education
Missouri Southern State University 1995 — 1999
BA, Graphic Communications
LFE Institute DesignerMBS Direct2003 - 2006
Education
Missouri Southern State University 1995 — 1999
BA, Graphic Communications
Melvin Mitchell's LFE Institute Experience January 2010 - Present
Job Corporate Trainer at Assurant Specialty Property
Industry Insurance
Experience
LFE Institute January 2010 - Present
Assurant Specialty Property September 2006 - January 2010
Ameriquest Mortgage Services September 2002 - July 2006
Xerox Corp 1981 - 1998
Skills
MS Visio, Adobe, Captivate, Coaching, PowerPoint, Microsoft Office, E-learning, Public Speaking, Writing, Call Center, Training Delivery, Curriculum Design, Adult Education, Curriculum Development, Soft Skills, Editing, Analysis, Instructor-led Training, Instructional Design, Blended Learning, Learning Management, Training, ADDIE, E-Learning, Team Building, Customer Service, Call Centers, Needs Analysis
Education
Kent State University 1979 — 1980
The University of Akron 1974 — 1975
LFE Institute January 2010 - Present
Assurant Specialty Property September 2006 - January 2010
Ameriquest Mortgage Services September 2002 - July 2006
Xerox Corp 1981 - 1998
Skills
MS Visio, Adobe, Captivate, Coaching, PowerPoint, Microsoft Office, E-learning, Public Speaking, Writing, Call Center, Training Delivery, Curriculum Design, Adult Education, Curriculum Development, Soft Skills, Editing, Analysis, Instructor-led Training, Instructional Design, Blended Learning, Learning Management, Training, ADDIE, E-Learning, Team Building, Customer Service, Call Centers, Needs Analysis
Education
Kent State University 1979 — 1980
The University of Akron 1974 — 1975
Beth Cronin's LFE Institute Experience August 2010 - August 2011
Job Controller at Premier Mechanical Inc.
Industry Financial Services
Experience
Premier Mechanical Inc. April 2013 - Present
McMaster-Carr 2011 - April 2013
LFE Institute August 2010 - August 2011
Bank One January 2003 - January 2004
Bank of America October 1997 - October 2000
First Chicago NBD August 1994 - October 1997
Skills
Treasury Management, Capital Markets, Fixed Income, Derivatives, Corporate Finance, Risk Management, Banking, Credit, Structured Finance, Hedging, Interest Rate..., Commodity, Portfolio Management, Investments, Equities, Investment Banking, Financial Modeling, Asset Managment, Valuation, Cash Flow, Rates, Securities, Private Equity, Financial Analysis, Credit Risk, Financial Risk, Finance, Hedge Funds, Cash Management, Asset Management
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA, Finance and Marketing
University of Michigan 1990 — 1994
BA, Economics, French
Boston University 1993 — 1993
Program to work and study in Paris, France, Paris Internship Program
Premier Mechanical Inc. April 2013 - Present
McMaster-Carr 2011 - April 2013
LFE Institute August 2010 - August 2011
Bank One January 2003 - January 2004
Bank of America October 1997 - October 2000
First Chicago NBD August 1994 - October 1997
Skills
Treasury Management, Capital Markets, Fixed Income, Derivatives, Corporate Finance, Risk Management, Banking, Credit, Structured Finance, Hedging, Interest Rate..., Commodity, Portfolio Management, Investments, Equities, Investment Banking, Financial Modeling, Asset Managment, Valuation, Cash Flow, Rates, Securities, Private Equity, Financial Analysis, Credit Risk, Financial Risk, Finance, Hedge Funds, Cash Management, Asset Management
Education
Northwestern University - Kellogg School of Management 1994 — 1997
MBA, Finance and Marketing
University of Michigan 1990 — 1994
BA, Economics, French
Boston University 1993 — 1993
Program to work and study in Paris, France, Paris Internship Program
Anna Correa's LFE Institute Experience January 2010 - Present
Job Coach at Challenger, Gray & Christmas, Inc.
Industry Education Management
Experience
Challenger, Gray & Christmas, Inc. January 2011 - Present
LFE Institute January 2010 - Present
Chicago Public Schools August 1980 - July 2009
Education
University of Illinois at Urbana-Champaign 1991 — 2000
Ed.D., Education Administration and Supervision
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1982
M.B.A., Marketing and Accounting
University of Illinois at Chicago 1966 — 1972
B.A., Education
Challenger, Gray & Christmas, Inc. January 2011 - Present
LFE Institute January 2010 - Present
Chicago Public Schools August 1980 - July 2009
Education
University of Illinois at Urbana-Champaign 1991 — 2000
Ed.D., Education Administration and Supervision
DePaul University - Charles H. Kellstadt Graduate School of Business 1980 — 1982
M.B.A., Marketing and Accounting
University of Illinois at Chicago 1966 — 1972
B.A., Education