Life Settlement Insights

Industry: Company

Description

Founded: 2004 Parent organization: Crump Secondary Markets Solution Center

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Life Settlement Insights Employees

Employee
Years
Job
Industry
Maria Yakover Maria Yakover Cleveland/Akron, Ohio Area Details
Maria Yakover's Life Settlement Insights Experience August 2004 - March 2006
Job Planning & Research Analyst at Doner Advertising
Industry Marketing and Advertising
Experience
Doner Advertising  April 2006 - December 2008
Life Settlement Insights   August 2004 - March 2006

Education
Cleveland State University   2003 — 2005
MBA

Case Western Reserve University   1999 — 2003
Bachelors, Biology

Joy Dawe Joy Dawe Cleveland/Akron, Ohio Area Details
Joy Dawe's Life Settlement Insights Experience May 2008 - February 2010
Job Director of Compliance at Crump Life Insurance
Industry Insurance
Experience
Crump Life Insurance   January 2010 - Present
Life Settlement Insights   May 2008 - February 2010
Exential  February 2007 - May 2008
Ceres Group  1999 - 2007
Family Heritage Life Insurance Company  September 1990 - July 1999

Education
Baldwin Wallace University   1998 — 2000
MBA, Business

Bowling Green State University   1985 — 1989
BSBA, Finance/Insurance

Rossya Klebanow Rossya Klebanow Cleveland/Akron, Ohio Area Details
Rossya Klebanow's Life Settlement Insights Experience May 2006 - December 2009
Job President
Industry Insurance
Experience
Klebanow Business Consultants   November 2012 - Present
Crump Insurance  January 2010 - November 2012
Life Settlement Insights   May 2006 - December 2009
Skylight Financial Group  January 2004 - April 2006
Cargill  September 1981 - October 1986

Education
Indiana University - Kelley School of Business
BS, Business-Marketing

Nick Schubert Nick Schubert Greater Atlanta Area Details
Nick Schubert's Life Settlement Insights Experience May 2008 - February 2009
Job Senior Account Supervisor, Consumer Brands at Edelman
Industry Public Relations and Communications
Experience
Edelman  September 2015 - Present
Edelman  August 2013 - August 2015
MSLGROUP  August 2012 - July 2013
MSLGROUP  May 2011 - July 2012
Sedan Communications   August 2009 - May 2011
Life Settlement Insights   May 2008 - February 2009

Skills
Public Relations, Media Relations, Creative Strategy, Message Development, Crisis Communications, Consumer Products, DIY, Building Materials, Event Planning, Integrated Marketing, Brand Awareness, Brand Development, Executive Visibility, Strategic Planning, Media Pitching, Content Development, Industry Research, Onsite Management, Retail

Education
Baldwin Wallace University   2004 — 2008
Bachelors of Arts, Public Relations

Pamela Bancsi, JD, CFP Pamela Bancsi, JD, CFP Cleveland/Akron, Ohio Area Details
Pamela Bancsi, JD, CFP's Life Settlement Insights Experience January 2006 - January 2008
Job Consultant/Expert Witness in Life Settlements
Industry Financial Services
Experience
Pamela W. Bancsi Consulting   January 2012 - Present
VALMARK SECURITIES, INC   August 2008 - Present
ARBOR COURT CAPITAL   January 2007 - January 2008
Life Settlement Insights   January 2006 - January 2008
MetLife  January 2004 - January 2006
LINCOLN FINANCIAL  January 2001 - January 2004

Skills
Life Insurance, Investments, Series 7, Fixed Annuities, Strategic Financial..., Insurance, Securities, 401k, Disability Insurance, Life Settlements, Retirement, Retirement Planning, Wealth Management, Mutual Funds, Long-term Care, Underwriting, Risk Management, Certified Financial..., Annuity Sales, Insurance Consulting, Financial Advisory, Term Life Insurance, Life Settlement..., Expert Witness, Case Analysis

Education
Case Western Reserve University
BA

Case Western Reserve University School of Law
Doctor of Law (JD)

Jim (Ivo) Cavoli Jim (Ivo) Cavoli Cleveland/Akron, Ohio Area Details
Jim (Ivo) Cavoli's Life Settlement Insights Experience February 2004 - December 2009
Job
Industry Machinery
Experience
Swagelok  May 2014 - Present
Swagelok  March 2010 - May 2014
Brenta River Management Group LLC   April 2009 - December 2013
Life Settlement Insights   February 2004 - December 2009
Progressive Insurance  July 1996 - February 2004
Ford Motor Company  July 1991 - July 1996
US Army  June 1985 - August 1989

Skills
New Business Development, Strategic Planning, Marketing Strategy, Insurance, Business Strategy, Marketing Management, Account Management, Business Planning, Product Marketing, Marketing, Cross-functional Team..., Pricing, Sales Management, Negotiation, International Sales, B2B, Key Account Management, Direct Marketing, Team Building, Contract Negotiation, International Business, Automotive, Competitive Analysis, Management, Strategy, Process Improvement, Product Management, Business Development, Sales, P&L Management, Forecasting, Leadership, Product Development

Education
Harvard Business School   1989 — 1991
MBA

Georgetown University   1981 — 1985
BS

Cynthia Poveda Cynthia Poveda Cleveland/Akron, Ohio Area Details
Cynthia Poveda's Life Settlement Insights Experience February 2006 - December 2009
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

Alicia Veres Alicia Veres Cleveland/Akron, Ohio Area Details
Alicia Veres's Life Settlement Insights Experience processor IIprogressive2002 - 2008
Job Account Executive at Life Settlement Insights
Industry Insurance
Experience
Life Settlement Insights   processor IIprogressive2002 - 2008
progressive  2000 - 2008
progressive  2000 - 2008
Progressive Insurance  April 2002 - March 2006
progressive  2002 - 2006

Education
Cleveland State University
Marketing

Noreen Sussman Noreen Sussman Cleveland/Akron, Ohio Area Details
Noreen Sussman's Life Settlement Insights Experience 2004 - 2007
Job Vice President, Patient Centered Programs at Health Design Plus
Industry Hospital & Health Care
Experience
Health Design Plus  January 2013 - Present
Take Care Health Systems  September 2007 - December 2012
Life Settlement Insights   2004 - 2007
Employee Benefits and Account Management   1993 - 2003

Skills
Project Management, Leadership, Strategic Planning, Healthcare, Integration, Managed Care, Contract Negotiation, Program Management, Management, Marketing, Start-ups

Education
Baldwin Wallace University
MBA, Management

Cleveland State University
BBA, Marketing and Management

Valerie Hornyak Valerie Hornyak Hudson, Ohio Details
Valerie Hornyak's Life Settlement Insights Experience February 2005 - December 2008
Job Sales Team Manager
Industry Insurance
Experience
the Bethany Snyder Allstate Agency   May 2010 - Present
Selman & Company  August 2009 - February 2010
Life Settlement Insights   February 2005 - December 2008
Unity of Greater Cleveland   January 2000 - February 2005

Skills
Marketing, Property & Casualty..., Trade Shows, Marketing Strategy, Digital Marketing, Advertising, Public Relations, Commercial Insurance, Account Management, Health Insurance, Sales, Underwriting, Commercial Lines, New Business Development, Disability Insurance, Casualty, Health Savings Accounts, Legal Liability, Life Insurance, Brokers, Small Business, Press Releases, Training, Retirement Planning, Employee Benefits, Term Life Insurance

Education
Kent State University   1972 — 1975
Bachelor's degree, Communication and Rhetoric, Minor: Music

Ohio University   1971 — 1972
Speech Communication and Rhetoric

John Fisch John Fisch Cincinnati Area Details
John Fisch's Life Settlement Insights Experience 2008 - 2008
Job Funeral Director at Newcomer Funeral Service Group
Industry Insurance
Experience
Newcomer Funeral Service Group  2011 - Present
Life Settlement Insights   2008 - 2008
Assurant Preneed, Fortis Family   2001 - 2004
Busch Family Chapel   1994 - 1998
Combined Insurance Company of America, Combined Insurance Company of New York   1981 - 1994

Skills
Public Relations, Customer Service, Public Speaking, Event Planning, Team Building, Coaching, Budgets, Leadership Development

Education
University of Kentucky   1977 — 1981
BS, Accounting

Tates Creek Senior High School   1973 — 1974
HS Diploma

Community High School   1972 — 1973

Pioneer High School   1971 — 1972

Mark Clendenin Mark Clendenin Canton, Ohio Area Details
Mark Clendenin's Life Settlement Insights Experience January 2008 - July 2009
Job Regional Business Development Manager at Ohio Bureau of Workers' Compensation
Industry Insurance
Experience
Ohio Bureau of Workers' Compensation  November 2012 - Present
Resource Financial Group, LLC   August 2009 - Present
Life Settlement Insights   January 2008 - July 2009
Sterling Jewelers  1989 - 1993
Heinick Apple and Company   May 1986 - September 1989
Coopers & Lybrand  September 1984 - May 1986

Skills
Insurance, Strategic Financial..., Investments, Retirement Planning, Public Speaking, Retirement, Employee Benefits, 401k, Life Insurance, Finance, Fixed Annuities, Accounting, Workers Compensation, Auditing, Business Development, Commercial Insurance, Strategic Planning, Wealth Management, Asset Management, Health Insurance, Small Business, Financial Planners, Property & Casualty..., Pensions, Management, New Business Development, Risk Management, Time Management, Mergers & Acquisitions, Underwriting, Mutual Funds, Disability Insurance, Term Life Insurance, Internal Audit, Tax, Long-term Care, Financial Analysis, Financial Advisory, Professional Liability, Securities, Program Management, Umbrella Insurance, Banking, IRAs, Brokers, Financial Planning, Annuities, High School Business...

Education
Kent State University   2014 — 2016
Master's degree, Public Administration

Walsh University   1981 — 1985
BA, Accounting

Brett Chabe MBA Brett Chabe MBA Cleveland/Akron, Ohio Area Details
Brett Chabe MBA's Life Settlement Insights Experience July 2007 - October 2008
Job Accountant
Industry Accounting
Experience
In Transition  July 2015 - Present
Unity Health Network  February 2015 - July 2015
In Transition  November 2014 - February 2015
National Safety Apparel  January 2014 - November 2014
Kolita and Company CPA's and CVA's   October 2011 - November 2013
In Transition  October 2008 - October 2012
Life Settlement Insights   July 2007 - October 2008
US Bank  August 2005 - September 2007
MBNA America Bank  September 2003 - June 2005
Taco Bell  March 1996 - September 2003

Skills
Accounting, Financial Statements, Auditing, Financial Analysis, Payroll, QuickBooks, Corporate Tax, Employee Benefits, Microsoft Office, GNU Cash, Peachtree, UltraTax CS, Personal Income Tax..., TCM by Workwise, Management, Accounts Payable, Accounts Receivable, Customer Service, Microsoft Excel, Finance, Team Building

Education
Keller School of Management   2010 — 2013
MBA, Accounting

David N. Myers University   2005 — 2007
BSBA, Accounting

David N. Myers University   2001 — 2003
BSBA, Marketing

Cuyahoga Community College   1999 — 2001
Associate of Applied Business, Marketing

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