Life Equity LLC

Industry: Insurance company

Description

Headquarters: Akron, OH Founded: 2000 Parent organization: Dash Investments LLC

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Life Equity LLC Employees

Employee
Years
Job
Industry
Neil Keim Neil Keim Cleveland/Akron, Ohio Area Details
Neil Keim's Life Equity LLC Experience 2007 - 2008
Job Sales Executive | Senior Sales Representative | Account Executive | Marketing Representative | Insurance Executive
Industry Insurance
Experience
Health Insurance Employee Benefits Life Settlements   1991 - Present
COSE  2012 - 2014
COSE  2012 - 2013
OgilvyAction  November 2011 - January 2012
Lake Erie Medical   2008 - 2011
Life Equity LLC   2007 - 2008
CIGNA Group Insurance  2005 - 2007
UniCare Life & Health (a Division of Wellpoint, Inc.)   1999 - 2004
Prudential Healthcare  1997 - 1999
Aetna  1989 - 1999

Skills
Insurance, Health Insurance, Employee Benefits, Sales Management, Leadership, Sales, New Business Development, Marketing, Management, Disability Insurance, Negotiation, Marketing Strategy, Life Insurance, Open Enrollment, Accident, Selling, Small Business, Consultative Selling, Health Policy, Dentistry, Pharmacy Benefit..., Brokers, Sales Presentations, PPO, HMO, Disease Management, Selling Skills, Value Based Selling, Health Savings Accounts, Objection Handling, Group Medical, Utilization Management, Closing Skills, Value-based Selling, Benefits Strategy, Health Plans, Fully Insured, Group Benefits, Dental, Short Term Disability, PBM, Relationship Building, Marketing Plans, Time Management, Project Management, Group Management

Education
Mount Union College
Bachelor of Arts Degree, Business Administration

Lakewood High School

Donald Wolf Donald Wolf San Francisco Bay Area Details
Donald Wolf's Life Equity LLC Experience September 2007 - December 2009
Job Senior Director | Marketing & Sales
Industry Financial Services
Experience
TIAA-CREF  October 2011 - Present
Lumens Light + Living  January 2010 - October 2011
Life Equity, LLC  September 2007 - December 2009
Phoenix Investors LTD   November 2004 - December 2009
MetLife Financial Services  October 2000 - December 2005
John Hancock Financial Services  January 1986 - October 2000

Skills
Business Development, Investments, Sales, Management, Sales Management, Relationship Management, Wealth Management, Business Planning, Strategic Planning, Marketing, Entrepreneurship, Marketing Strategy, Strategy, Competitive Analysis, Email Marketing, CRM, Direct Marketing, Finance, Leadership, Financial Services, Integrated Marketing, RFP Design, RFP Generation, Series 6, Series 63, Series 26, Series 7, Series 24

Education
Rockhurst University
BSBA, Finance & Economics

Morgan McKee Morgan McKee Wheeling, West Virginia Details
Morgan McKee's Life Equity LLC Experience April 2007 - July 2009
Job Attorney at Bailey & Wyant, PLLC
Industry Law Practice
Experience
Bailey & Wyant PLLC  August 2014 - Present
PRLKW & Co.   June 2011 - May 2014
The University of Akron  August 2010 - May 2014
Julie A. Schafer, Esq.   October 2011 - February 2012
Poitinger, Redmond, Lyons, Kura & Walker, Co.   June 2010 - October 2011
Life Equity LLC   April 2007 - July 2009
Nagel Wealth Management   August 2006 - March 2007
Janik & Dorman  January 2006 - July 2006

Skills
Strategic Financial..., Public Speaking, Courts, Legal Writing, Legal Research, Leadership, Litigation, Insurance, Civil Litigation, Legal Issues, Lexis

Education
University of Akron School of Law   2010 — 2014
Juris Doctorate, Law

Academy of Court Reporting and Technology   2009 — 2010
Associates, Paralegal

Ashland University   2001 — 2005
Bachelor of Arts, Psychology

Anthony Macko Anthony Macko Cleveland/Akron, Ohio Area Details
Anthony Macko's Life Equity LLC Experience June 2008 - December 2009
Job Statistics ● Analytics ● Data Visualization
Industry Insurance
Experience
National Interstate Insurance Company  March 2015 - Present
Dealer Tire  January 2014 - March 2015
Dealer Tire  November 2012 - January 2014
Dealer Tire  July 2011 - November 2012
TravelCenters of America  January 2010 - July 2011
Life Equity LLC   June 2008 - December 2009
Life Equity LLC   October 2006 - June 2008
Sherwin Williams  April 2005 - October 2006
The United States Navy USS Abraham Lincoln   November 1995 - November 2001

Skills
Forecasting, Business Intelligence, Process Improvement, Access, Data Analysis, Microsoft Excel, Leadership, Statistics, SQL, Predictive Analytics, Management, Training, Sales, Data Mining, Team Leadership, Project Management, Project Planning, OBIEE, Dashboarding, Business Analysis, Program Management, Pricing, Databases, Balanced Scorecard, Enterprise Architecture, Marketing, Sales Management, Cross-functional Team..., Cognos, Professional..., Friendly Personality, Competitive Analysis, Automotive, Budgets, Market Analysis, Analytics, SAS E-Miner, Datasets, SPSS, Big Data

Education
Saint Joseph's University   2010 — 2012
Master of Science (MS), Business Intelligence, Decision and System Science, 3.97

Cleveland State University   2004 — 2005
Bachelor of Science (BS), Mathematics

Kent State University   2013 — 2013
Certificate in Project Management, Project Management

STACEY YANAK STACEY YANAK Cleveland/Akron, Ohio Area Details
STACEY YANAK's Life Equity LLC Experience May 2007 - December 2010
Job at ABA Insurance Services, Inc.
Industry Insurance
Experience
ABA Insurance Services, Inc.   January 2011 - Present
Life Equity LLC   May 2007 - December 2010
Ceres Group, Inc.   September 2000 - March 2005
PRS Insurance Group, Inc   February 2000 - August 2000
PRS Insurance Group, Inc.   March 1996 - February 2000

Skills
Insurance

Education
The University of Akron
Bachelor of Science, Accounting

Raul Leoni Raul Leoni Cleveland/Akron, Ohio Area Details
Raul Leoni's Life Equity LLC Experience 2007 - 2008
Job Seeking Family Nurse Practitioner opportunity starting in early 2016
Industry Automotive
Experience
Case Western Reserve University MSN, FNP graduating in December 2015   August 2015 - Present
Hunter Engineering  January 2013 - Present
University Hospitals Case Medical Center  May 2011 - January 2013
Vintage Development Group   2008 - 2009
Life Equity LLC   2007 - 2008
Petros Homes   2006 - 2006
Ryan Homes  2001 - 2006

Skills
Sales, Project Management, Leadership, Budgets, Strategic Planning, Forecasting, Team Leadership, Selling, Contract Negotiation, Marketing Strategy, Account Management, Customer Satisfaction, Sales Management, Direct Sales, Sales Operations, Negotiation

Education
Case Western Reserve University   2014 — 2015
Master’s Degree, Family Nurse Practitioner

Kent State University
BBA Finance, BSN Nursing

Mayfield High School

Richmond Heights

Cathy Seed Cathy Seed Charlotte, North Carolina Area Details
Cathy Seed's Life Equity LLC Experience May 2007 - December 2008
Job Associate at Sudden Impact Marketing, Inc.
Industry Marketing and Advertising
Experience
Sudden Impact Marketing, Inc.   June 2012 - Present
North End Catering   September 2004 - July 2011
Myers Research and Consulting   July 2010 - June 2011
Life Settlements Insights, LLC   March 2009 - May 2009
Life Equity LLC   May 2007 - December 2008
Hudson Community Chapel  September 2004 - July 2008
Actors Summit  2004 - 2008
The Lunch Connection   September 2004 - January 2007

Skills
Management, Microsoft Excel, Team Building, Public Speaking, Project Management, Microsoft Office, Social Media

Education
The University of Akron   1978 — 1985
B.A., Business/Finance

Tallmadge High   1974 — 1978

Thomas Page CLU Thomas Page CLU Greater Los Angeles Area Details
Thomas Page CLU's Life Equity LLC Experience June 2008 - December 2009
Job Managing Partner at Thomas Page Associates
Industry Insurance
Experience
Thomas Page Associates   January 2009 - Present
Life Equity, LLC  June 2008 - December 2009
Empire Securities Corp   January 2006 - January 2008
Atlast Financial Group   2004 - 2006
Mass Mutual Insurance  1992 - 1995

Skills
Life Settlements, Alternative Investments, Estate Planning, Premium Financing, Fixed Annuities, Life Insurance, Universal Life, Retirement, Retirement Planning, Long-term Care, Term Life Insurance, Financial Advisory

Education
California State University-Northridge   1968 — 1972
BA, Psychology

The American College

Adam Gerig Adam Gerig Canton, Ohio Area Details
Adam Gerig's Life Equity LLC Experience June 2015 - Present
Job Recent Graduate in Economics from Kent State University
Industry
Experience
Life Equity LLC   June 2015 - Present
Office of Senator Scott Oelslager   January 2014 - May 2014
Josh Mandel for US Senate  May 2012 - November 2012
Cojac Two   January 2001 - April 2012
Galaxy Original Designs, Inc.   January 2004 - December 2006
JCK & Associates   January 2003 - December 2006

Skills
Team Building, Teamwork, Management, Project Planning, Team Leadership, Business Intelligence, Customer Service, Fundraising, Leadership, Microsoft Excel, Research, Start-ups, Strategy, Social Networking, Advertising, Community Outreach

Education
Kent State University   2009 — 2015
Bachelor of Business Administration (BBA), Economics Major with a Minor in Political Science

Andrew Granieri Andrew Granieri Cincinnati Area Details
Andrew Granieri's Life Equity LLC Experience December 2007 - January 2008
Job Technical Writer at MI SWACO
Industry Oil & Energy
Experience
M-I SWACO, A Schlumberger Company  June 2010 - Present
FlatSixes.com   May 2008 - May 2013
21st Services LLC  August 2009 - February 2010
Dealer Tire  May 2008 - August 2008
Life Equity, LLC  December 2007 - January 2008

Skills
Editing, Copywriting, Microsoft Office, Software Documentation, Writing, Documentation, Document Management, Single Source Authoring, Technical Writing, Content Management, SharePoint, Proposal Writing, Adobe Creative Suite, Photoshop, Digital Photography, Product Reviews, Work Instructions, Listener, Leadership Development, Proven Leadership Skills, Defensive Driving, SmartDocs, Leadership

Education
Miami University   2004 — 2009
Bachelor of Arts, Technical and Scientific Communication, Entrepreneurship, Marketing

Indian Hill High School   2001 — 2004
High School Diploma, Collegiate Prep

Amanda Kiel Amanda Kiel Southport, North Carolina Details
Amanda Kiel's Life Equity LLC Experience 2007 - 2009
Job
Industry Marketing and Advertising
Experience
Sudden Impact Marketing, Inc.   June 2012 - Present
Catastrophe Management Solutions  2010 - 2011
Life Equity LLC   2007 - 2009

Education
The Ohio State University
Bachelor of Science (BS), Political Science

Surrattsville HS, Maryland

Jeremy Ray Jeremy Ray Cleveland/Akron, Ohio Area Details
Jeremy Ray's Life Equity LLC Experience November 2010 - January 2015
Job
Industry Insurance
Experience
Life Equity LLC   November 2010 - January 2015
Cuyahoga County Prosecutor's Office  June 2007 - November 2010
Missouri Department of Insurance, Financial Institutions & Professional Registration   February 2006 - May 2007
Progressive Insurance  September 2002 - February 2006

Skills
Litigation, Insurance, Compliance, Contract Negotiation, Licensing, Legal Compliance, Insurance Law, Corporate Law, Legal Research, Mediation, Litigation Management, Arbitration

Education
Cleveland State University - Cleveland-Marshall College of Law   1997 — 2000
J.D., Law

Alek Mergy Alek Mergy Cleveland/Akron, Ohio Area Details
Alek Mergy's Life Equity LLC Experience September 2007 - November 2010
Job Chief Operations Officer at ECS Tuning, LLC
Industry Automotive
Experience
ECS Tuning, LLC   January 2015 - Present
ECS Tuning, LLC   November 2010 - January 2015
ECS Tuning, Inc.   November 2010 - January 2012
Life Equity, LLC  September 2007 - November 2010
Life Equity, LLC  September 2007 - December 2008
Nationwide Insurance  June 2006 - December 2006
Life Star Rescue, Inc.   2004 - 2006

Skills
Leadership, Strategy, Sales, Marketing Strategy, Operations Management, Management, Customer Satisfaction, Team Building, Program Management, Product Development, Customer Service, Project Management, Operational Excellence, Team Leadership, Contract Negotiation, Sales Management, New Business Development, Ecommerce, E-commerce

Education
The Ohio State University - The Max M. Fisher College of Business   2004 — 2007
Bachelor of Science Business Administration, Finance / Risk Management Minor: Economics, 3.57

Cynthia Poveda Cynthia Poveda Cleveland/Akron, Ohio Area Details
Cynthia Poveda's Life Equity LLC Experience February 2014 - Present
Job Chief Executive Officer at Life Equity LLC
Industry Financial Services
Experience
Life Equity LLC   February 2014 - Present
Life Equity LLC   May 2013 - February 2014
Crump Life Insurance Services  January 2010 - April 2013
Arbor Court Capital, LLC   May 2007 - July 2010
Life Settlement Insights  February 2006 - December 2009
Citi Group  January 2000 - June 2003
FTN Midwest Securities  1997 - 2000
National City Bank  1993 - 1997
National City  1993 - 1997

Skills
Portfolio Management, Underwriting, Fixed Annuities, Insurance, Investments, Sales, Life Insurance, Equities, Strategic Financial..., Asset Managment, Retirement Planning, Alternative Investments

Education
Case Western Reserve University - Weatherhead School of Management   1993 — 1996
MBA, Finance, General

University of Louisville
BSBA, Finance

Kyle Kibler Kyle Kibler Charleston, South Carolina Area Details
Kyle Kibler's Life Equity LLC Experience December 2010 - July 2012
Job President & Chief Operating Officer at Origin Point Brands, LLC
Industry Consumer Goods
Experience
Origin Point Brands, LLC   July 2012 - January 2015
Life Equity LLC   December 2010 - July 2012
Life Equity LLC   January 2010 - December 2010
Life Equity LLC   October 2007 - December 2009
Waddell Manufacturing Company   October 2000 - September 2007
Waddell Manufacturing Company   1999 - 2000

Skills
Strategic Planning, Sales Management, New Business Development, Sales, Management, Marketing Strategy, Account Management, Leadership, Team Building, Strategy, Finance, Life Insurance, Insurance, Investments, Valuation, Asset Management, Disability Insurance, Underwriting, Alternative Investments, Financial Modeling, Financial Structuring, Mergers & Acquisitions, Risk Management, Private Equity, Life Settlements, P&L Management, Litigation, Negotiation, Due Diligence, Fixed Annuities, Mergers, Hedge Funds

Education
John Carroll University   1998 — 2000
MBA, Finance

John Carroll University   1994 — 1998
BSBA, Business Management

Bob Colacarro Bob Colacarro Cleveland/Akron, Ohio Area Details
Bob Colacarro's Life Equity LLC Experience June 2010 - Present
Job General Counsel at Life Equity LLC
Industry Financial Services
Experience
Life Equity LLC   June 2010 - Present
Jones Day  January 2002 - July 2008

Education
Boston College Law School   1998 — 2001
J.D.

John Carroll University   1994 — 1998

Annette Mol Annette Mol Cleveland/Akron, Ohio Area Details
Annette Mol's Life Equity LLC Experience January 2008 - October 2010
Job NonAgency, NonDelegated MB Underwriter III at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase  February 2015 - Present
JP Morgan Chase  August 2014 - February 2015
JP Morgan Chase  June 2011 - July 2014
JP Morgan Chase  October 2010 - May 2011
Life Equity LLC   January 2008 - October 2010
National City Bank (National Home Equity)   August 2002 - October 2007
AmTrust Bank  August 2001 - August 2002
AmTrust Bank  October 1999 - August 2001

Skills
Credit, Underwriting, Banking, Loans, Mortgage Banking, Mortgage Lending, Credit Analysis, Residential Mortgages, Credit Risk, Mortgage Underwriting, Portfolio Management, Loan Origination, Refinance

Education
Slipperty Rock University   1990 — 1994
Bachelor's degree, Finance and International Business

Slippery Rock University of Pennsylvania   1990 — 1994

Janie V. Clark Janie V. Clark Cleveland/Akron, Ohio Area Details
Janie V. Clark's Life Equity LLC Experience March 2007 - June 2010
Job Legal and Compliance Counsel
Industry Legal Services
Experience
AmTrust Financial Services, Inc. (AFSI)   July 2010 - Present
Life Equity LLC   March 2007 - June 2010
Oglebay Norton Company  September 2002 - February 2007
RELTEC / Marconi   1997 - 2002

Education
JD, Cleveland Marshall College of Law   2000 — 2004
Doctor of Law (JD), Law

Tennessee State University
BBA, Accounting/Business Law

Elaine Kuebler Elaine Kuebler Cleveland/Akron, Ohio Area Details
Elaine Kuebler's Life Equity LLC Experience October 2007 - October 2013
Job Business Owner
Industry Restaurants
Experience
North End   January 1992 - Present
Life Equity LLC   October 2007 - October 2013

Education
Bowling Green State University
BS, Business

Jeff Burdette Jeff Burdette Cleveland/Akron, Ohio Area Details
Jeff Burdette's Life Equity LLC Experience 2008 - 2008
Job Lead Application Developer at InfoCision Management Corporation
Industry Information Technology and Services
Experience
InfoCision Management Corporation  January 2013 - Present
InfoCision Management Corporation  July 2012 - January 2013
InfoCision Management Corporation  October 2011 - July 2012
Soft-Lite LLC  May 2009 - October 2011
Life Equity LLC   2008 - 2008
Kent State University  2007 - 2007

Skills
Database Design, VB.NET, SQL, .NET, Microsoft SQL Server, SSIS, SSRS, C#.NET, Web Services, ETL, Visual Basic, T-SQL, ERP

Education
Kent State University   2005 — 2009
Bachelor of Science, Mathematics

Bethany J. Boyd Bethany J. Boyd Cleveland/Akron, Ohio Area Details
Bethany J. Boyd's Life Equity LLC Experience May 2007 - December 2009
Job Project Manager at Heinen's
Industry Hospitality
Experience
Heinen's  May 2014 - Present
Lake Forest Country Club  July 2010 - June 2013
Life Equity LLC   May 2007 - December 2009
Howard Hanna Smythe Cramer  2005 - 2006
Greystone Hall and Theatre   2003 - 2005
Energizer  1979 - 1989

Skills
Budgets, Leadership, Event Planning, Strategic Planning, Team Building, Event Management, Public Speaking

Education
Michigan State University
B.A., Business Administration

Kevin Breslin Kevin Breslin Greater Chicago Area Details
Kevin Breslin's Life Equity LLC Experience June 2008 - May 2011
Job Health Benefits Analyst at The Segal Company
Industry Human Resources
Experience
The Segal Group  October 2013 - Present
The Segal Group  May 2011 - October 2013
Life Equity LLC   June 2008 - May 2011

Education
University of Illinois at Urbana-Champaign   2004 — 2008
Bachelor, Actuarial Science

Leah Detec Leah Detec Cleveland, Ohio Details
Leah Detec's Life Equity LLC Experience September 2008 - January 2009
Job Sr. Treasury Analyst at KeyBank
Industry Banking
Experience
KeyBank  June 2015 - Present
KeyBank  January 2014 - Present
KeyBank  February 2013 - January 2014
First Place Bank  April 2011 - January 2013
Cowden Associates, Inc.   January 2011 - April 2011
First Place Bank  June 2010 - December 2010
Life Equity LLC   September 2008 - January 2009
Ohio University Academic Advancement Center  September 2005 - June 2008
K.T. Lyden Construction   November 2007 - December 2007
Morningside Consulting   June 2007 - July 2007

Skills
Analysis, Banking, Finance, Time Management, Accounting, Accounts Receivable, Financial Analysis, Forecasting, Retail, Business Analysis, Corporate Finance, Credit, Customer Service, Financial Modeling, Internal Audit, Leadership, Management, Microsoft Office, Risk Management, Sales

Education
Ohio University   2004 — 2008
Bachelor of Science, Actuarial Sciences and Business Administration Minor

Donald Slezak Donald Slezak Cleveland, Ohio Details
Donald Slezak's Life Equity LLC Experience May 2015 - Present
Job Closing Counsel at Life Equity LLC
Industry Law Practice
Experience
Life Equity LLC   May 2015 - Present
Reminger Co. LPA  August 2014 - Present
Jackson Lewis LLP  May 2013 - April 2014
EEOC  June 2012 - August 2012
Affordable Care Inc.  May 2012 - August 2012

Skills
Westlaw, Legal Writing, Legal Research

Education
Case Western Reserve University School of Law   2011 — 2014
JD

The Ohio State University
Bachelor of Arts (B.A.), Economics

Heather Mast Heather Mast Cleveland/Akron, Ohio Area Details
Heather Mast's Life Equity LLC Experience July 2007 - January 2009
Job Underwriting Specialist at FirstMerit Insurance Group
Industry Insurance
Experience
FirstMerit Bank  May 2010 - Present
Life Equity LLC   July 2007 - January 2009
Huntington National Bank  2005 - 2007
Huntington National Bank  2002 - 2005

Skills
Insurance, Life Insurance, Customer Service, Underwriting, Term Life Insurance, General Insurance, Employee Benefits

Education
Kent State University
Bachelor's degree

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