Mercury Financial Group

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Mercury Financial Group Employees

Employee
Years
Job
Industry
Doug Lem CEP® Doug Lem CEP® Greater Los Angeles Area Details
Doug Lem CEP®'s Mercury Financial Group Experience October 2012 - September 2014
Job Senior Wealth and Insurance Planning Strategist at MBG Institutional
Industry Financial Services
Experience
MBG Institutional   October 2014 - Present
Mercury Financial Group   October 2012 - September 2014
Lem Insurance Services Inc.   January 2008 - September 2012
UBS Financial  January 2001 - February 2008
Lem Financial Services   January 1976 - December 2007

Skills
Estate Planning, Financial Planning, Securities, Life insurance, Insurance, Wealth Transfer, Wealth Management, Financial Planners, Life Insurance, Retirement Planning, Strategic Financial..., Retirement, Wealth, Long Term Care Insurance, Succession Planning, Investments, Financial Advisory, Series 7, Health Insurance, High Net Worth..., Long-term Care, Banking, Pensions, 401k, Investment Strategies, Finance, Disability Insurance, Wealth Management..., Term Life Insurance, Asset Allocation, Investment Advisory, Fixed Annuities, Alternative Investments, Series 63, Wealth Accumulation, IRAs, Asset Management

Education
CSU Chico   1975 — 1976
Teaching Credential, Math, PE

UC Berkeley   1971 — 1976
BA, Math

Marianne (Mimi) Ferritti Marianne (Mimi) Ferritti Houston, Texas Area Details
Marianne (Mimi) Ferritti's Mercury Financial Group Experience December 2013 - March 2014
Job Controller at Big Picture Productions NY, Inc.
Industry Entertainment
Experience
Big Picture Productions NY, Inc.   August 2015 - Present
Zirtual  July 2014 - August 2015
Mercury Financial Group   December 2013 - March 2014
The Center for Customer Engagement   2014 - 2014
NestWise  2013 - 2013
Verizon  2005 - 2011
Seaside Community Development Corp.   September 2004 - February 2005

Education
Kansas State University   2010 — 2012
Master of Science (M.S.), Personal Financial Planning

SUNY Oneonta   1997 — 2000
Bachelor of Science (BS), Biology, General

Dan Schorgl Dan Schorgl Leawood, Kansas Details
Dan Schorgl's Mercury Financial Group Experience January 2009 - Present
Job Vice President, Wealth Advisory Group at Mercury Financial Group
Industry Insurance
Experience
Mercury Financial Group   January 2009 - Present
Highland Capital Brokerage  January 2000 - November 2008

Skills
Estate Planning, Insurance, Wealth, Life Insurance, Mutual Funds, Retirement Planning, Wealth Management..., Succession Planning, High Net Worth..., Long Term Care Insurance, Wealth Preservation..., Wealth Accumulation, Disability Insurance, Intergenerational..., Strategic Financial..., Multi-generational..., High Net Worth Insurance, Life Insurance Reviews, Business Transition..., Trust Owned Life...

Education
Rockhurst University   1981 — 1985
BSBA, Business Administration and Management & Finance

Rockhurst High School   1977 — 1981

Melissa M. Charpentier Melissa M. Charpentier Dallas/Fort Worth Area Details
Melissa M. Charpentier's Mercury Financial Group Experience January 2014 - Present
Job Internal Sales Consultant at Mercury Financial Group
Industry Financial Services
Experience
Mercury Financial Group   January 2014 - Present
Summit Alliance Companies  February 2008 - September 2013

Skills
Portfolio Management, Retirement Planning, Insurance, Marketing Strategy, Life Insurance, Marketing, Strategic Planning, Retirement, Investments, Financial Analysis, Business Planning, Business Strategy, Asset Management, Advertising, Long-term Care, Business Analysis, Event Planning, Financial Planning, Financial Services

Education
University of Phoenix

Julie Malta Julie Malta San Francisco Bay Area Details
Julie Malta's Mercury Financial Group Experience April 2001 - December 2008
Job Senior Mortgage Consultant at Guarantee Mortgage
Industry Real Estate
Experience
Guarantee Mortgage  January 2009 - Present
Mercury Financial Group   April 2001 - December 2008

Skills
Credit, Mortgage, Negotiation, Loans, Residential Homes, Finance, Mortgage Banking, FHA, Investment Properties, First Time Home Buyers, Real Estate, Short Sales, Refinance, Property Management, Financial Analysis, Loan Origination, Residential Mortgages, Banking, Sales, Sales Management, Business Development, REO, Insurance, Mortgage Lending, Customer Service, Small Business, FHA financing, Commercial Lending, Mortgage Marketing, Condos, VA loans, Certified Mortgage..., Construction Loans, Real Estate Financing, Real Estate Economics, Mortgage Underwriting, Commercial Mortgages, USDA, Investors, Home Equity Loans, Government Loans, Non-Conforming, Reverse Mortgages, Referrals, Funding, Financial Structuring, Home Equity Lines of..., Real Estate Transactions, Underwriting, VA Loans

Education
Golden Gate University   1985 — 1987
MBA, Banking, Corporate, Finance, and Securities Law

University of California, Berkeley   1978 — 1982
BA, Economics

Belinda Reese Belinda Reese Dallas, Texas Details
Belinda Reese's Mercury Financial Group Experience December 2008 - April 2011
Job Insurance Professional
Industry Individual & Family Services
Experience
New York Life Insurance Company  Client Relationship ManagerMassMutual Financial GroupMay 2011 - April 2013
Mercury Financial Group   December 2008 - April 2011
MassMutual Financial Group  May 2006 - October 2008

Skills
Health Insurance, Life Insurance, Long-term Care, Disability Insurance, Customer Service

Education
Kaufman High School

Stephen F. Austin State University

Cathy Hogg Cathy Hogg Dallas/Fort Worth Area Details
Cathy Hogg's Mercury Financial Group Experience December 2014 - Present
Job
Industry Insurance
Experience
Mercury Financial Group   December 2014 - Present
Travelex Insurance Services  February 2013 - December 2014
Horace Mann Insurance  May 2011 - September 2012
Allstate Insurance  May 2008 - June 2011
State Farm Insurance  October 2006 - April 2008
JPMorgan Chase  1996 - November 2004
Bank One  1991 - 1996

Skills
Insurance, Strategic Planning, Management, Program Management, Life Insurance, Retirement Planning, Banking, Sales, Sales Management, Property, Fixed Annuities, Property & Casualty..., Team Building, Property, Term Life Insurance, Account Management, Human Resources, Strategy, Relationship Management, Liability, Health Insurance, General Insurance, Casualty, Employee Benefits, Disability Insurance, Training, Small Business, Financial Services, Leadership, Marketing, Investments, Business Planning, Selling, Sales Operations, Product Management, Customer Satisfaction, Finance, Customer Retention, Executive Management

Education
University of Texas at Austin
BA, Political Science

Al Valentine Al Valentine Easton, Connecticut Details
Al Valentine's Mercury Financial Group Experience July 2012 - Present
Job Consultant to advisors, designing and implementing advanced planning strategies for high net worth clients
Industry Financial Services
Experience
Mercury Financial Group   July 2012 - Present
Wells Fargo Advisors  January 2003 - March 2012
Hartford Life  July 1998 - December 2002
Equitable Life  January 1980 - June 1998

Skills
Retirement Planning, Succession Planning, life insurance, Wealth Management, estate planning, Multi-generational..., Charitable Trusts, Charitable Gift Planning, Executive Compensation..., Estate Planning, Life Insurance, Insurance, Microsoft Office

Education
Arizona State University   1969 — 1973
Bachelor of Science (BS)

Brenda Patterson Brenda Patterson Dallas/Fort Worth Area Details
Brenda Patterson's Mercury Financial Group Experience August 2011 - August 2014
Job Financial Analyst at The Newport Group
Industry Financial Services
Experience
The Newport Group  August 2014 - Present
Mercury Financial Group   August 2011 - August 2014
BenefitMall  March 2010 - July 2010
Clark Consulting  June 2006 - March 2010
Capmark Finance Inc  July 2004 - June 2006

Skills
Insurance, Employee Benefits, 401k, Retirement, Benefits Administration, Life Insurance, Defined Benefit, Health Insurance, Deferred Compensation, Disability Insurance, Process Improvement, Financial Analysis, Retirement Planning, Executive Pay, Fixed Annuities, Investments

Education
Texas Woman's University   2006 — 2008
MBA, Business

University of North Texas   2000 — 2003
BA, Sociology/Criminal Justice

Erik Smedley Erik Smedley Dallas/Fort Worth Area Details
Erik Smedley's Mercury Financial Group Experience November 2012 - March 2013
Job Client Manager at MullinTBG
Industry Financial Services
Experience
MullinTBG, a Prudential Financial company  March 2013 - Present
Mercury Financial Group   November 2012 - March 2013
Clark Consulting  September 2005 - December 2011
Clark Consulting  September 2004 - August 2005
Clark Consulting  April 2004 - September 2004
Clark Consulting  March 2003 - April 2004
The P&A Group   July 1999 - June 2002

Skills
Employee Benefits, Group Insurance, Non-Qualified Deferred..., Series 63, Series 6, TX insurance license, Account Management, Superior Client Service, COLI, Health & Welfare..., Small Group..., Retirement Benefits, Insurance

Education
State University of New York College at Fredonia   1998 — 1999
Bachelor of Science (BS), Business Administration

Laura Popper Laura Popper Houston, Texas Area Details
Laura Popper's Mercury Financial Group Experience October 2010 - Present
Job Mercury Financial Group, CLTC, Long Term Care Specialist
Industry Insurance
Experience
Mercury Financial Group   October 2010 - Present
Diva art work by Kathy Ellis   January 2012 - September 2013

Education
Baylor University   1975 — 1977
BBA, Marketing

Texas A&M University
BBA, Marketing

Lisa Conwell, SPHR Lisa Conwell, SPHR Dallas/Fort Worth Area Details
Lisa Conwell, SPHR's Mercury Financial Group Experience 2011 - Present
Job Director of Operations at Mercury Financial Group
Industry Human Resources
Experience
Mercury Financial Group   2011 - Present
Ernst & Young  2005 - 2010
MedTrials, Inc  2002 - 2004
McKinsey & Company, Inc   1981 - 2001

Skills
Employee Benefits, Performance Management, Deferred Compensation, Employee Relations, Process Improvement, Insurance, Human Resources, Onboarding, Recruiting, Benefits Administration, Payroll, Leadership, Management, Personnel Management, Succession Planning, Strategic Planning, Training, Team Building

Education
Amberton University
Bachelor’s Degree, Human Relations and Business

Northern Arizona University
Human Resources and Business

Gene Wolfe,CLU, CHFC Gene Wolfe,CLU, CHFC Greater Minneapolis-St. Paul Area Details
Gene Wolfe,CLU, CHFC's Mercury Financial Group Experience March 2012 - Present
Job Vice President at Mercury Financial Group
Industry Financial Services
Experience
Mercury Financial Group   March 2012 - Present
Lakeside Advisors   November 2004 - March 2012
The Householder Group  March 2003 - October 2004
Fortis Financial Group  August 1991 - December 2003
IDS American Express  March 1987 - July 1991

Skills
Retirement, Strategic Financial..., Succession Planning, Retirement Planning, Wealth Management, Mutual Funds, Investments, Life Insurance, Fixed Annuities, Strategic Planning, Long-term Care, High Net Worth..., Estate Planning, Disability Insurance, Series 7, Series 63

Education
St. Olaf College   1972 — 1976
BA, History, Religion

Philip Maguire Philip Maguire Dallas/Fort Worth Area Details
Philip Maguire's Mercury Financial Group Experience July 2011 - December 2013
Job Regional Director at Mercury Brokerage Group
Industry Financial Services
Experience
Mercury Brokerage Group   January 2014 - Present
Mercury Financial Group   July 2011 - December 2013

Skills
Disability Insurance, Life Insurance, Health Insurance, Insurance, Long-term Care, Term Life Insurance, Fixed Annuities, Employee Benefits, Long Term Care Insurance, Retirement Planning, Retirement, Underwriting, Series 6, Sales, 401k, Whole Life, Series 63

Education
Texas Tech University   2000 — 2004
Sport and Fitness Administration/Management

Bulmaro Gomez Bulmaro Gomez Ennis, Texas Details
Bulmaro Gomez's Mercury Financial Group Experience August 2014 - Present
Job Internal Sales Consultant at Mercury Financial Group
Industry Financial Services
Experience
Mercury Financial Group   August 2014 - Present
American National  June 2012 - August 2014
The Reliable Life Insurance Company   April 2006 - June 2012

Skills
Life Insurance, Computer Hardware, Sales, Texas Life and Health..., Texas P&C License

Education
Navarro College   2009 — 2011
Associate's degree, Liberal Arts and Sciences/Liberal Studies, 3.9

Navarro College   2004 — 2006
Associate's degree, Computer Science, 3.8

P. A. Corky Gillis, CLU P. A. Corky Gillis, CLU Pinehurst, North Carolina Details
P. A. Corky Gillis, CLU's Mercury Financial Group Experience August 2010 - January 2013
Job Director, Insured Solutions Consultant at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  July 2013 - Present
The Death Bond Conspiracy   January 2009 - Present
Private Pilot   2003 - Present
Georgetown Tool and Manufacturing, Inc   March 2002 - Present
Gillis Consulting   January 1995 - Present
Gillis Strategic Planning   January 2013 - July 2013
Mercury Financial Group   August 2010 - January 2013
Capitas Financial  2002 - August 2010
CNA Insurance  March 1992 - March 2003
Met Life Financial  March 1987 - May 1992

Skills
Long-term Care, Wealth Management..., Financial Analysis, Retirement, Leadership, Financial Services, Strategic Planning, Fixed Annuities, Financial Advisory, Insurance, Disability Insurance, Employee Benefits, Term Life Insurance, Health Insurance, Wealth, Strategic Financial..., Life Insurance, Listening to customers, Estate Planning, Mutual Funds, Retirement Planning, Underwriting, Project Planning, Customer Service, Long Term Care Insurance, Team Building, Life Settlements, Wealth Management, Financial Planning, Alternative Investments

Education
Western Kentucky University   1975 — 1980
Bachelor of Arts (B.A.), Secondary Education and Teaching

Miami Dade College   1976 — 1977
Education

Ashley G Ashley G Dallas/Fort Worth Area Details
Ashley G's Mercury Financial Group Experience June 2013 - Present
Job Email Marketing | Lead Generation | Marketing Communications
Industry Financial Services
Experience
Mercury Financial Group   June 2013 - Present
Behringer Harvard  2012 - 2013
1st Global  November 2009 - March 2011
Texas Instruments  March 2006 - November 2008
Aquent  2006 - 2008
The McIntosh Group, Inc.   August 2005 - October 2005
Advertising Plus, Inc.   May 2001 - July 2005
Loislaw.com   May 1999 - April 2001
The McIntosh Group  June 1997 - April 1999
KHBS/KHOG - TV  November 1996 - June 1997

Skills
Marketing Communications, Advertising, Strategic Communications, Project Management, Social Media, Corporate Communications, Communications Planning, Email Marketing, Salesforce.com, Marketing Strategy, Digital Marketing, Integrated Marketing, Integrated Marketing..., Demand Generation, Marketing Automation, Managing Project Budgets, Project Communications, Constant Contact, Project Planning, Full project lifecycle..., End-to-End Project..., Project Team Management, Manage Client..., Manage client..., Consultative Style, Cross Functional Team..., Global Communications, Agency Liaison, Digital Marketing..., Influence Without..., Priority Management, Client Issue Resolution, Metrics Definition, Marketo, ExactTarget, Silverpop, Microsoft Word, Microsoft Excel, Strategy, Management, Marketing

Education
University of Oklahoma
Bachelor of Arts, Journalism

T.Scott Barlow T.Scott Barlow San Antonio, Texas Area Details
T.Scott Barlow's Mercury Financial Group Experience 1990 - 1994
Job General Manager at Cecil Atkission Ford
Industry Automotive
Experience
Cecil Atkission Ford   July 2007 - Present
Interstate Credit Corp   2001 - 2006
Fidelity Financial   1994 - 2001
Mercury Financial Group   1990 - 1994
United States Marine Corps  1984 - 1989

Skills
Operations Management, Automotive, Logistics, Supply Chain, Strategic Planning, Budgets, New Business Development, Change Management, Sales, Business Strategy, Vehicles, Cross-functional Team..., Team Leadership, Forecasting, Leadership, Project Management, Business Development, Business Planning, Executive Management, Pricing, B2B, Time Management, Key Account Management, Retail, Sales Operations, Training, Account Management, Strategy, Customer Retention, Start-ups, Competitive Analysis, P&L Management, P&L, CRM, Sales Process, Contract Negotiation, Team Management, Product Management, Selling, Coaching, Product Marketing, Market Analysis, Direct Sales, Market Planning, Marketing Strategy, Market Research, Outsourcing, Marketing Management, Vendor Management, Business Process...

Education
Northwestern University - Kellogg School of Management   2001 — 2003
EMBA, Executive Management

The University of Texas at Arlington   1996 — 1999
Master of Business Administration (MBA)

United States Naval Academy   1984 — 1986
USMC

University of North Texas   1983 — 1984
Bachelor of Science (BS)

Dana Whisman Dana Whisman Dallas/Fort Worth Area Details
Dana Whisman's Mercury Financial Group Experience November 2006 - Present
Job Sales Consultant at Mercury Financial Group
Industry Financial Services
Experience
Mercury Financial Group   November 2006 - Present
AXA Advisors  2001 - 2006
American Express Financial Advisors  April 1991 - January 2001

Skills
Life Insurance, Insurance, Series 6, Series 7, Disability Insurance, Series 63, Retirement Planning, Strategic Planning, Retirement

Education
The University of Texas at Dallas   1989 — 1993
Bachelor of Science (B.S.), Public Administration

Brian Roberson Brian Roberson Dallas/Fort Worth Area Details
Brian Roberson's Mercury Financial Group Experience 2009 - 2011
Job at Towers Watson
Industry Financial Services
Experience
Towers Watson  2013 - Present
Texas Fence Experts & General Contractors   2012 - Present
Mercury Financial Group   2009 - 2011
JPMorgan Chase  2004 - 2008
The Ayco Company, L.P., a Goldman Sachs Company   1999 - 2001

Skills
Retirement, Insurance, Employee Benefits, Series 63, Retirement Planning, Financial Advisory, Mutual Funds, Life Insurance, Investments, Wealth Management, Series 7, Strategic Financial..., Asset Allocation, Customer Service, Strategic Planning, Sales, Team Building, Financial Services, Leadership, Financial Planning, Finance

Education
Baylor University
BA

The University of Dallas
MBA

Steven Spector Steven Spector Greater New York City Area Details
Steven Spector's Mercury Financial Group Experience April 2012 - Present
Job Consultant to advisors, designing and implementing advanced planning strategies for high net worth clients
Industry Financial Services
Experience
Mercury Financial Group   April 2012 - Present
The Chase Manhattan Bank  April 1996 - July 1999

Skills
Life Insurance, Strategic Financial..., Estate Planning, Disability Insurance, Fixed Annuities, Investments, Brokers, Insurance, Employee Benefits, Underwriting, Sales, Real Estate, Term Life Insurance, Long-term Care, General Insurance, Health Insurance, Whole Life, Retirement Planning, Retirement, Financial Analysis, Financial Planners, Long Term Care Insurance, Wealth Management, Series 6, Financial Advisory, Wealth, 401k, Mutual Funds, Series 7, Finance, Financial Services, Succession Planning, Series 63, Wealth Accumulation, Securities, FINRA, Asset Allocation, IRAs, Investment Advisory, High Net Worth..., Banking

Education
Queens College   1989 — 1992
BA, Communications and Business

Yeshiva University   1984 — 1988
high school

Jeffrey Craig Jeffrey Craig Dallas, Texas Details
Jeffrey Craig's Mercury Financial Group Experience January 2006 - Present
Job Consultant to Clients and Advisors in design & implementation of advanced planning strategies
Industry Financial Services
Experience
Applications for Life   November 2013 - Present
Mercury Financial Group   January 2006 - Present
Phoenix Life Insurance Company  1995 - 2004

Skills
Expertise includes..., Simplified Approaches..., Expert Witness for Life..., Creative Approaches to..., Insurance, Fixed Annuities, Retirement Planning, Retirement, Long-term Care, Disability Insurance, Employee Benefits, Term Life Insurance, Health Insurance, Series 63, Strategic Planning, FINRA, Financial Advisory, Mutual Funds, IRAs, Succession Planning, Alternative Investments, Life Insurance, Investments, Asset Allocation, Long Term Care Insurance, Universal Life, Investment Advisory, Estate Planning, Series 6, Financial Planners, Wealth Management, Risk Management, Investment Strategies, Financial Services, 401k, Brokers, Securities, Medicare, Series 7, High Net Worth..., Wealth Management..., Wealth Accumulation, Series 65, Variable Annuities

Education
University of Richmond   1982 — 1986
Bachelor's degree, Economics

University of Richmond

Bruce Popper Bruce Popper Houston, Texas Area Details
Bruce Popper's Mercury Financial Group Experience April 2008 - Present
Job Senior Estate Planning Consultant at Mercury Financial Group
Industry Financial Services
Experience
Mercury Financial Group   April 2008 - Present
Wachovia Securities, LLC  July 2003 - April 2008
Prudential Securities, Inc.   May 1997 - July 2003

Skills
Estate Planning, Life Insurance, Retirement Planning, Wealth, Succession Planning, Wealth Management, Investment Strategies, Financial Advisory, Financial Planning, Captives, Financial Services, Variable Annuities, Long-term Care, Disability Insurance, Investment Advisory, Wealth Management..., Pensions, High Net Worth..., Wealth Accumulation, Strategic Financial..., Certified Financial..., Securities

Education
American College
ChFC - Chartered Financial Consultant

College for Financial Planning
CFP - Certified Financial Planner®

Auburn University/COSC
Bachelor of Science (B.S.), Business Administration, Management and Operations

South Miami High School

Brian Lefort CFP, ChFC, CLU Brian Lefort CFP, ChFC, CLU Springfield, Massachusetts Area Details
Brian Lefort CFP, ChFC, CLU's Mercury Financial Group Experience July 2013 - Present
Job Vice President at Mercury Financial Group
Industry Financial Services
Experience
Mercury Financial Group   July 2013 - Present
Prudential Financial  January 2013 - June 2013
The Hartford  June 2010 - January 2013
MassMutual Financial Group  March 2006 - April 2009
New York Life Insurance Company/ Eagle Strategies Registered Investment Advisor (RIA)   January 2002 - March 2006

Skills
High Net Worth..., Charities, Financial Advisory, Retirement, Life Insurance, Trusts, Succession Planning, Strategic Financial..., Wealth, Insurance, Financial Services, Retirement Planning

Education
Boston University   2012 — 2016
Masters of Science

Western New England University   1994 — 1999
Bachelors

Franklin Institute of Boston   1987 — 1989
ASEE

minnechaug

Kerry Pulliam, CFP®, ChFC Kerry Pulliam, CFP®, ChFC Louisville, Kentucky Area Details
Kerry Pulliam, CFP®, ChFC's Mercury Financial Group Experience October 2010 - Present
Job VP Wealth Transfer Specialist at Mercury Financial Group
Industry Insurance
Experience
Mercury Financial Group   October 2010 - Present
Mercury Financial Group   February 2004 - September 2010
CNA  1995 - 2004
CNA Life  1995 - 2003

Skills
Wealth Transfer, Succession Planning, Asset Protection, Insurance, Estate Planning, Wealth, Financial Planners, Retirement, High Net Worth..., Retirement Planning, Long Term Care Insurance, Fixed Annuities, Life Insurance, Trusts, Health Insurance, Term Life Insurance, Financial Advisory, Series 6, Wealth Accumulation, Series 63, Disability Insurance, Wealth Management..., Trust Services, Investments, Wealth Management, Long-term Care, Strategic Financial..., Estate Tax Planning, Employee Benefits, Mutual Funds, 401k, Investment Strategies, IRAs, Wealth Preservation..., Securities, Variable Annuities, Investment Advisory, Whole Life, Series 65, Asset Allocation, Universal Life, Critical Illness, Underwriting, Premium Financing, Finance, Financial Planning, Series 7, Financial Services, FINRA, Leadership

Education
Eastern Kentucky University   1987 — 1991
Bachelor of Business Administration (B.B.A.), Finance and Insurance

Eastern Kentucky University   1986 — 1991
BBA, Insurance, Finance

Jay Farley Jay Farley Greater Denver Area Details
Jay Farley's Mercury Financial Group Experience June 2013 - October 2014
Job Vice President, Human Capital Practice at Willis
Industry Insurance
Experience
Willis  October 2014 - Present
Mercury Financial Group   June 2013 - October 2014
The Hartford  October 2002 - March 2013
Hartford Life Insurance  June 2000 - October 2002
Union Central  1999 - 2000
UnumProvident  1997 - 1999
The New England (now New England Financial)   1988 - 1997

Skills
Series 6, Series 63, Mutual Funds, Retirement, 401k, Variable Annuities, FINRA, Asset Allocation, Wealth Management, Investments, Securities, IRAs, Life Insurance, Sales, Series 65, Building Strong..., Separately Managed..., Leadership, Financial Services, Disability Insurance, Uniform Combined State..., Portfolio Management, Seminars, Investment Strategies, Investment Advisory, Estate Planning, Finance, Wealth, Insurance, Series 7

Education
University of Colorado at Boulder   1981 — 1985
BA, History

Jamie Conlon Jamie Conlon Dallas/Fort Worth Area Details
Jamie Conlon's Mercury Financial Group Experience January 2008 - July 2014
Job Regional Director Western Division at AIG Financial Distributors
Industry Financial Services
Experience
American General Life Companies is now part of the AIG Family!  July 2015 - Present
VIP Insurance  August 2014 - July 2015
Mercury Financial Group   January 2008 - July 2014
Independent Insurance Group  June 2007 - December 2007

Skills
Series 6, Series 63, Retirement Planning, Life Insurance, Fixed Annuities, Insurance, Disability Insurance, Retirement, Estate Planning, Long-term Care, Microsoft Excel, Strategic Financial..., Securities, Wealth Management..., Investments, Underwriting, Health Insurance, Long Term Care Insurance, Wealth, Financial Planners, Strategic Planning, Financial Advisory, Mutual Funds, IRAs, Wealth Management, Term Life Insurance, 401k, Variable Annuities, Wealth Accumulation, Excel, Tax Planning

Education
Texas Tech University   2002 — 2007
Bachelors of Science, Personal Financial Planning

Steve Manning Steve Manning Cincinnati Area Details
Steve Manning's Mercury Financial Group Experience December 2014 - Present
Job SVP National Sales Manager at Mercury Financial Group
Industry Insurance
Experience
Mercury Financial Group   December 2014 - Present
Prudential Financial  January 2013 - December 2013
The Hartford  January 2012 - January 2013
The Hartford  January 1998 - January 2012
The Hartford  1998 - 2011

Skills
Fixed Annuities, Wealth Management, Strategic Financial..., Mutual Funds, Underwriting, New Business Development, Series 6, Banking, Disability Insurance, Insurance, Investments, Life Insurance, Series 63, Contract Negotiation, Series 7, Health Insurance, Sales, Estate Planning

Education
Bentley University   1984 — 1986
Masters, Finance

The University of Georgia   1979 — 1983
BBA, Risk Management and Insurance

Palmetto high

Bruce Rothbard CLU, ChFC Bruce Rothbard CLU, ChFC Greater New York City Area Details
Bruce Rothbard CLU, ChFC's Mercury Financial Group Experience 2010 - Present
Job Consultant to advisors, designing and implementing advanced planning strategies for high net worth clients
Industry Financial Services
Experience
Mercury Financial Group   2010 - Present
Morgan Stanley Smith Barney  2007 - 2010
Prudential Securities/Wachovia Securities  2000 - 2007

Skills
Life Insurance, Retirement Planning, Wealth, Estate Planning, Long-term Care, Series 63, Insurance, Succession Planning, Wealth Management, Investments, Mutual Funds, Fixed Annuities, Strategic Financial..., Financial Advisory, Term Life Insurance, Wealth Accumulation, Strategic Planning, Underwriting, Long Term Care Insurance, Disability Insurance, Employee Benefits, Series 6, Retirement, Series 7, High Net Worth..., 401k, Wealth Management...

Education
University of Delaware
Bachelor of Arts (B.A.), Political Science and Government

Erica Yarbrough Erica Yarbrough Dallas/Fort Worth Area Details
Erica Yarbrough's Mercury Financial Group Experience November 2012 - Present
Job Internal Sales Consultant at Mercury Financial Group
Industry Insurance
Experience
Mercury Financial Group   November 2012 - Present
Serco  March 2012 - November 2012
Genesis Resources  November 2011 - January 2012
Penn Mutual  February 2003 - September 2011

Skills
Insurance, Customer Service, Microsoft Excel, Microsoft Office, Sales, Outlook, Life Insurance, Data Entry, PowerPoint, Microsoft Word, Administrative..., Time Management, Process Improvement, Access, Underwriting, Retirement Planning, Disability Insurance, Financial Services

Education
Richland Community College

Jim Riva Jim Riva Olive Branch, Mississippi Details
Jim Riva's Mercury Financial Group Experience September 2014 - Present
Job Insurance specialist at Raymond James Financial Inc.
Industry Financial Services
Experience
Mercury Financial Group   September 2014 - Present

Education
Pace University - Lubin School of Business   1976 — 1982
Bachelor of Business Administration (BBA)