Life Sales, LLC
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Life Sales, LLC Employees
Financial & Health Research Institute October 2013 - October 2014
Comcast March 2013 - October 2013
Life Sales, LLC January 2008 - April 2012
Skills
Fixed Annuities, Retirement Planning, Marketing, Advertising, Recruiting, IRAs, Term Life Insurance, Business Planning, Business Development, Employee Training, Sales, Project Management, Management, Customer Service, Relationship Management, Technology, Reporting & Analysis, Strategic Planning, Indexed Annuities, Universal Life, Insurance, Variable Annuities, Variable Life, Fixed Income, Roth IRA, Long Term Care Insurance, 401k Rollovers, Pensions, 403 b, 457 Plans, Section 125 Plans, Wealth Accumulation, Financial Planners, Estate Planning, Tax Free Income, Email Marketing, FINRA, Investment Strategies, Asset Allocation, Small Business, Medicare, Whole Life, Employee Benefits, Executive Coaching, Underwriting, Asset Protection, Public Relations, Vendor Relationships, Business Ethics, Professional Ethics
Education
Sonoma State University 2006 — 2007
Bachelor of Science (BS), Finance, General
California Life Insurance License
Retirement Planning
Stone River April 2015 - Present
Life Sales, LLC September 2012 - December 2014
Ann Arbor Annuity Exchange 2010 - September 2012
Ann Arbor Annuity Exchange February 2010 - August 2012
America Direct May 2005 - September 2009
JPMorgan Chase September 2004 - May 2005
Zurich Life May 1996 - September 2004
Ameritech 1995 - 1996
Sprint October 1988 - May 1995
Skills
Insurance, Call Center, Start-ups, Process Improvement, Brokers, Business Development, Leadership, CRM, Sales, Long-term Care, Fixed Annuities, Marketing, Sales Management, Underwriting, Retirement, Management, Strategy, Team Building, Performance Management, Call Centers, Employee Benefits, New Business Development, Customer Service, Retirement Planning, Term Life Insurance, Coaching, Contract Negotiation, Selling, Marketing Strategy, Direct Sales, E-commerce, Investments, Life Insurance, Health Insurance, Vendor Management, Strategic Planning, Relationship Management, Account Management, Lead Generation, Online Marketing, Disability Insurance, Financial Services, Mentoring, Business Strategy, Training, Business Planning
Education
University of Missouri-Kansas City 1985 — 1987
MFA
The University of North Dakota 1980 — 1984
BFA
Life Sales, LLC
Skills
Marketing Strategy, Marketing Communications, Marketing Management, Direct Marketing, Marketing, Product Marketing, Advertising, Online Marketing, Social Media, Market Research, Public Relations, Online Advertising, Strategic Planning, Integrated Marketing, New Business Development, Market Planning, Brand Management, Fixed Indexed Annuities, Email Marketing, Indexed Annuities, Retirement Planning, Salesforce.com, Life Insurance, Retirement, IRAs, Insurance, Fixed Annuities, 401k, Start-ups, Strategy, Leadership, Variable Annuities, Entrepreneurship, Sales, Social Networking, Lead Generation, Social Media Marketing, Sales Management, Universal Life, Small Business, Customer Service, Financial Planners, Business Planning, Brokers, Long-term Care, Financial Planning
Education
University of North Carolina at Wilmington 2004 — 2006
M.Ed., Education - Curriculum and Instruction Supervision
University of North Carolina at Wilmington 1999 — 2001
BS, Elementary Education, Minor in Psychology
University of California, Santa Barbara 1997 — 1999
Molecular, Cellular, and Developmental Biology
Sonoma State University 2008 — 2009
MA, Education with concentrations in Reading and Language
Life Sales, LLC April 2014 - Present
Life Sales, LLC May 2013 - April 2014
Social Terminals January 2013 - May 2013
Transamerica January 2007 - February 2010
Skills
CRM, Marketing, Sales Operations, Sales, Business Development, Leadership, New Business Development, Recruiting, Marketing Strategy, Fixed Annuities, Retirement, Training, Sales Presentations, Analytics
Education
University of Colorado at Boulder 1996 — 1999
B.A., Biology/Biological Sciences, General
Ctuit Software November 2013 - November 2014
Life Sales LLC November 2008 - October 2013
Caletti Jungsten Construction April 2003 - November 2008
Educational Training Resources June 2002 - November 2002
Icon Medialab June 1999 - April 2002
Skills
Budgeting, Key Metrics & A, Analysis, Software & CRM Systems, Complete Financial..., Procedure Development, Payroll, Insurance Administration, Vendor Negotiation &..., Insurance, Budgets, Finance, Leadership
Education
Golden Gate University 1989 — 1993
Bachelor's Degree, Business Administration and Management, General
Sonoma State University June 2015 - Present
Ledson Winery April 2014 - May 2015
Ledson Winery June 2013 - April 2014
Life Sales, LLC May 2007 - June 2013
Costco Wholesale September 2005 - May 2007
Costco Wholesale January 2005 - September 2005
Costco Wholesale October 2004 - January 2005
Terry Hines & Associates January 2004 - June 2004
Sonoma State University - Campus Bookstore January 2001 - May 2004
Skills
Marketing, Marketing Communications, Illustrator, Email Marketing, Adobe Creative Suite, Customer Service, Mac, Facebook, Microsoft Excel, Microsoft Office, Social Media Marketing, Graphic Design, Outlook, Social Media, Microsoft Word, Data Entry, PowerPoint, Salesforce.com, Prezi, Public Relations, HTML, Sales, HTML 5, Retail, WebEx, Report Writing, CSS, CSS3, Marketing Strategy, Proofreading, Advertising
Education
Sonoma State University 2000 — 2004
BA
Life Sales, LLC October 2004 - Present
Legacy Marketing Group 2000 - 2004
Cal Fed Investments 1995 - 1999
Skills
Universal Life, 401k, Retirement, Retirement Planning, Fixed Annuities, Small Business, Series 7, IRAs, Insurance, Life Insurance, Financial Services, Series 6, Investments
Education
University of California, Davis 1990 — 1992
BA, Economics
Santa Rosa Junior College 1988 — 1990
SRHS - go Panthers!
Legacy Marketing April 2011 - Present
Autodesk September 2008 - June 2009
Life Sales, LLC October 1995 - September 2007
Skills
Insurance, Salesforce.com, Project Management, Customer Service, Fixed Annuities, Product Marketing, Team Building, Lead Generation, Account Management, Program Management, Life Insurance, Sales, Product Management
Education
Sonoma State University 2005 — 2007
Arena Lacrosse League May 2015 - Present
BatLeap Ventures April 2014 - Present
Contemporary Services Corporation - CSC February 2014 - April 2014
San Francisco Bulls Hockey November 2012 - January 2014
Starbucks Coffee, San Francisco August 2009 - February 2013
San Francisco Bulls Hockey September 2011 - October 2012
San Francisco Bulls February 2011 - September 2012
Starbucks Coffee Company July 2007 - August 2009
Life Sales LLC July 2007 - August 2009
Skills
Sports, Marketing, Social Media, Event Management, Marketing Communications, Public Relations, Time Management, Customer Service, Sports Marketing, Microsoft Excel, Event Planning, Leadership, Merchandising, Social Networking, Sales, Work Ethic, Organization, Management
Education
University of San Francisco 2011 — 2013
Masters, Sports Management
Sonoma State University 2005 — 2010
BS, Marketing, Management
Kansas City Life Insurance Company October 1977 - Present
Life Sales, LLC 2006 - 2014
American Funds IRA 2000 - 2014
American Funds IRA 2000 - 2014
American Funds IRA 2000 - 2014
Skills
Chartered Life..., Chartered Financial..., Financial Advisory, Individual Life, Retirement Planning, Fixed Annuities, Life Insurance, Disability Insurance
Education
Colorado State University 1974 — 1977
BS, Marketing
Stuttgart American High School 1970 — 1973
H. S. Diploma