Messer Financial Group
Description
Address: 4301 Morris Park Dr, Mint Hill, NC 28227 Hours: Closed ⋅ Opens 8AM Thu Wednesday8AM–5PMThursday8AM–5PMFriday8AM–3:30PMSaturdayClosedSundayClosedMonday8AM–5PMTuesday8AM–5PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (704) 568-9649: Website: : : : : : Category: Place name: Website: http://www.messerfinancial.com/ Category: Insurance agency Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of MESSER Financial Group Posting publicly on the Web Write a review Reviews 9 Google reviews
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Messer Financial Group Employees
Employee
Years
Job
Industry
Sheila Watkins Mazzeo Sheila Watkins Mazzeo's Messer Financial Group Experience July 2015 - Present
Job Colonial Agent/ voluntary benefits / health and senior benefits
Industry Insurance
Experience
Messer Financial Group July 2015 - Present
Teachers of North Carolina December 2014 - Present
Colonial Life October 2014 - Present
Wake County Public School System August 1994 - October 2013
CUTCO Cutlery January 2011 - February 2013
Skills
Classroom Management, ESL, Health Insurance, Employee Benefits, Customer Service, Insurance, Sales, Small Business, Marketing, Life Insurance, Team Building, Staff Development, Coaching, Teaching, Event Planning, Account Management, Cold Calling, Curriculum Development, Leadership, Leadership Development, Public Speaking, Strategic Planning, Team Leadership, Nonprofits, Community Outreach, Classroom
Education
East Carolina University 2006 — 2009
Masters, Health Education
Elon College 2000 — 2004
Physical education and health, Pe/health education
East Wake High 1986 — 1990
Sports ed, Communication, General
Messer Financial Group July 2015 - Present
Teachers of North Carolina December 2014 - Present
Colonial Life October 2014 - Present
Wake County Public School System August 1994 - October 2013
CUTCO Cutlery January 2011 - February 2013
Skills
Classroom Management, ESL, Health Insurance, Employee Benefits, Customer Service, Insurance, Sales, Small Business, Marketing, Life Insurance, Team Building, Staff Development, Coaching, Teaching, Event Planning, Account Management, Cold Calling, Curriculum Development, Leadership, Leadership Development, Public Speaking, Strategic Planning, Team Leadership, Nonprofits, Community Outreach, Classroom
Education
East Carolina University 2006 — 2009
Masters, Health Education
Elon College 2000 — 2004
Physical education and health, Pe/health education
East Wake High 1986 — 1990
Sports ed, Communication, General
Derik Timmerman Derik Timmerman's Messer Financial Group Experience January 2015 - Present
Job Chief Operating Officer, Messer Financial Group
Industry Financial Services
Experience
Messer Financial Group January 2015 - Present
Snyder's-Lance, Inc. October 2013 - December 2014
McKinsey & Company June 2009 - September 2013
McKinsey & Company April 2007 - May 2009
US Army March 2006 - March 2007
US Army January 2005 - February 2006
US Army January 2003 - December 2004
Skills
Project Management, Military, Leadership, Army, Security Clearance, DoD, Program Management, Security, Business Transformation, Performance Improvement, Organization, Operations Management, Engagement Management, Management Consulting, HR Consulting, People Development, Training
Education
United States Military Academy at West Point 1998 — 2002
BS, Computer Science
United States Military Academy at West Point 1998 — 2002
Computer Science
Messer Financial Group January 2015 - Present
Snyder's-Lance, Inc. October 2013 - December 2014
McKinsey & Company June 2009 - September 2013
McKinsey & Company April 2007 - May 2009
US Army March 2006 - March 2007
US Army January 2005 - February 2006
US Army January 2003 - December 2004
Skills
Project Management, Military, Leadership, Army, Security Clearance, DoD, Program Management, Security, Business Transformation, Performance Improvement, Organization, Operations Management, Engagement Management, Management Consulting, HR Consulting, People Development, Training
Education
United States Military Academy at West Point 1998 — 2002
BS, Computer Science
United States Military Academy at West Point 1998 — 2002
Computer Science
James Berube James Berube's Messer Financial Group Experience February 2014 - April 2015
Job Insurance Agent with Combined Insurance l Group
Industry Health, Wellness and Fitness
Experience
Combined Insurance United States April 2015 - Present
Messer Financial Group February 2014 - April 2015
Aflac June 2002 - July 2013
Farmers Insurance Group of Companies February 1974 - May 2002
United States Air Force June 1955 - July 1975
Skills
Insurance, Musicians, 60 Years as a Bass..., Customer Service, Claim, Long-term Care, Property & Casualty..., Workers Compensation, Brokers, Employee Benefits, Whole Life, Disability Insurance, Marketing, Public Speaking, Health Insurance, Health Savings Accounts
Education
Chapman University 1970 — 1975
Bachelor of Science (BS), Psychology
Helix High LaMesa CA 1951 — 1955
High school
Combined Insurance United States April 2015 - Present
Messer Financial Group February 2014 - April 2015
Aflac June 2002 - July 2013
Farmers Insurance Group of Companies February 1974 - May 2002
United States Air Force June 1955 - July 1975
Skills
Insurance, Musicians, 60 Years as a Bass..., Customer Service, Claim, Long-term Care, Property & Casualty..., Workers Compensation, Brokers, Employee Benefits, Whole Life, Disability Insurance, Marketing, Public Speaking, Health Insurance, Health Savings Accounts
Education
Chapman University 1970 — 1975
Bachelor of Science (BS), Psychology
Helix High LaMesa CA 1951 — 1955
High school
Rebekah Williams Rebekah Williams's Messer Financial Group Experience September 2014 - Present
Job Graphic designer for Messer Financial Group
Industry Graphic Design
Experience
Walgreens September 2014 - Present
Messer Financial Group September 2014 - Present
The Art Institute of Charlotte October 2011 - June 2014
Prepped and Prepared March 2014 - May 2014
Carowinds August 2011 - July 2012
Skills
Photoshop, Illustrator, InDesign, Graphic Design, Adobe Creative Suite, Web Design, Microsoft Office, PowerPoint, Social Media, Editing, Microsoft Word, Research, Mac, Illustration, Digital Photography, Logo Design
Education
The Art Institute of Charlotte 2011 — 2014
Bachelor of Fine Arts (BFA), Graphic Design
The Art Institute of Charleston 2010 — 2011
Graphic Design, Freshman
West Florence High school 2006 — 2010
High School Diploma, General Education
Walgreens September 2014 - Present
Messer Financial Group September 2014 - Present
The Art Institute of Charlotte October 2011 - June 2014
Prepped and Prepared March 2014 - May 2014
Carowinds August 2011 - July 2012
Skills
Photoshop, Illustrator, InDesign, Graphic Design, Adobe Creative Suite, Web Design, Microsoft Office, PowerPoint, Social Media, Editing, Microsoft Word, Research, Mac, Illustration, Digital Photography, Logo Design
Education
The Art Institute of Charlotte 2011 — 2014
Bachelor of Fine Arts (BFA), Graphic Design
The Art Institute of Charleston 2010 — 2011
Graphic Design, Freshman
West Florence High school 2006 — 2010
High School Diploma, General Education
Stephen Parris Stephen Parris's Messer Financial Group Experience July 2013 - Present
Job Appointments coordinator
Industry Medical Devices
Experience
Messer Financial Group July 2013 - Present
Pie in the Sky Pizza June 1997 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Project Management, Marketing, Statistical Data..., Business Strategy, Team Building, Team Leadership, Team Management, Accounts Receivable, Accounts Payable, Brand Development, Brand Awareness, Cold Calling, Data Collection, Data Mining
Education
University of North Carolina at Charlotte 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Messer Financial Group July 2013 - Present
Pie in the Sky Pizza June 1997 - July 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Project Management, Marketing, Statistical Data..., Business Strategy, Team Building, Team Leadership, Team Management, Accounts Receivable, Accounts Payable, Brand Development, Brand Awareness, Cold Calling, Data Collection, Data Mining
Education
University of North Carolina at Charlotte 2004 — 2008
Bachelor of Business Administration (BBA), Finance
Rick Carter, CLU, ChFC, MBA, Mediator Rick Carter, CLU, ChFC, MBA, Mediator's Messer Financial Group Experience November 2010 - Present
Job Insurance Agent: Life, Health, Long Term Care, Business Development Associate Pivotal Funding Group, Inc. 2103677909
Industry Financial Services
Experience
Rick Carter, CLU, ChFC, MBA, Mediator August 1979 - Present
Messer Financial Group November 2010 - Present
Hill Country Alternative Dispute Resolution Center August 2010 - Present
Pinnacle Benefits Group August 2010 - Present
Rick Carter, CLU, ChFC January 2010 - Present
Health Care Financial Management August 1979 - Present
USA Benefits Group April 2010 - January 2011
Next Financial January 2008 - September 2009
Questar Capital October 2005 - January 2008
Franklin Life/American General/American International Group October 1998 - October 2005
Skills
Social Media, Mediation, Insurance, Investments, Retirement, Securities, Estate Planning, Fixed Annuities, Life Insurance, Small Business, Strategic Financial..., Finance, Retirement Planning, Health Insurance, Business Development, Management, Negotiation, Disability Insurance, Long-term Care, Real Estate, Training, Sales, Team Building, Fundraising, Business Planning, New Business Development, Marketing, Medicare, Employee Benefits, Term Life Insurance, Leadership, Wealth Management, Underwriting, Critical Illness, Risk Management, General Insurance, Wealth, Financial Advisory, Customer Retention, Executive Management, Asset Management, Financial Planners, Business, Annuities, Financial Planning, Strategic Planning, Public Speaking, Customer Service, Marketing Strategy, Public Relations
Education
St. Mary's University 1989 — 1991
MBA, Finance/Operations Management
Bryn Mawr College 1988 — 1989
ChFC, Financial Planning
Bryn Mawr College 1987 — 1988
CLU, Insurance Underwriting
Texas State University (formerly Southwest Texas State University) 1976 — 1979
Finance; Bachelors, Operations Management; Accounting, Economics, Business Policy; Business Administration
Texas State University-San Marcos 1976 — 1979
BBA, Marketing
W.T. White and Skyline High Schools 1972 — 1976
General Curriculum/Medical Cluster, General Curriculum/Medical Cluster
Rick Carter, CLU, ChFC, MBA, Mediator August 1979 - Present
Messer Financial Group November 2010 - Present
Hill Country Alternative Dispute Resolution Center August 2010 - Present
Pinnacle Benefits Group August 2010 - Present
Rick Carter, CLU, ChFC January 2010 - Present
Health Care Financial Management August 1979 - Present
USA Benefits Group April 2010 - January 2011
Next Financial January 2008 - September 2009
Questar Capital October 2005 - January 2008
Franklin Life/American General/American International Group October 1998 - October 2005
Skills
Social Media, Mediation, Insurance, Investments, Retirement, Securities, Estate Planning, Fixed Annuities, Life Insurance, Small Business, Strategic Financial..., Finance, Retirement Planning, Health Insurance, Business Development, Management, Negotiation, Disability Insurance, Long-term Care, Real Estate, Training, Sales, Team Building, Fundraising, Business Planning, New Business Development, Marketing, Medicare, Employee Benefits, Term Life Insurance, Leadership, Wealth Management, Underwriting, Critical Illness, Risk Management, General Insurance, Wealth, Financial Advisory, Customer Retention, Executive Management, Asset Management, Financial Planners, Business, Annuities, Financial Planning, Strategic Planning, Public Speaking, Customer Service, Marketing Strategy, Public Relations
Education
St. Mary's University 1989 — 1991
MBA, Finance/Operations Management
Bryn Mawr College 1988 — 1989
ChFC, Financial Planning
Bryn Mawr College 1987 — 1988
CLU, Insurance Underwriting
Texas State University (formerly Southwest Texas State University) 1976 — 1979
Finance; Bachelors, Operations Management; Accounting, Economics, Business Policy; Business Administration
Texas State University-San Marcos 1976 — 1979
BBA, Marketing
W.T. White and Skyline High Schools 1972 — 1976
General Curriculum/Medical Cluster, General Curriculum/Medical Cluster
Durwayne Link Durwayne Link's Messer Financial Group Experience 2013 - 2014
Job Messer Financial (Independent Broker)
Industry Financial Services
Experience
Wells Fargo Advisors 2014 - 2015
Messer Financial Group 2013 - 2014
TIAA-CREF September 2011 - June 2013
HD Vest Financial Services February 2007 - September 2011
Bank of America January 2000 - March 2003
First Union Brokerage Services March 1999 - September 2001
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Investments, Asset Allocation, Securities, Fixed Annuities, Strategic Financial..., Series 6, IRAs, 401k, Investment Advisory, Financial Planning
Education
Elizabeth City State University
Wells Fargo Advisors 2014 - 2015
Messer Financial Group 2013 - 2014
TIAA-CREF September 2011 - June 2013
HD Vest Financial Services February 2007 - September 2011
Bank of America January 2000 - March 2003
First Union Brokerage Services March 1999 - September 2001
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Investments, Asset Allocation, Securities, Fixed Annuities, Strategic Financial..., Series 6, IRAs, 401k, Investment Advisory, Financial Planning
Education
Elizabeth City State University
Robert Ricciani Robert Ricciani's Messer Financial Group Experience September 1995 - Present
Job Financial Planning
Industry Insurance
Experience
Messer Financial Group September 1995 - Present
Baltimore Orioles Minor League A May 1984 - March 1986
Skills
Fixed Annuities, Health Insurance, Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Brokers, Long-term Care, Medicare, Financial Planners, Life & Health Insurance..., Long Term Care Insurance, Whole Life, Critical Illness, Universal Life
Education
Franciscan University of Steubenville 1988 — 1990
BS, Political Science
Notre Dame High School Lawrenceville, NJ 1979 — 1982
Messer Financial Group September 1995 - Present
Baltimore Orioles Minor League A May 1984 - March 1986
Skills
Fixed Annuities, Health Insurance, Insurance, Disability Insurance, Life Insurance, Term Life Insurance, Brokers, Long-term Care, Medicare, Financial Planners, Life & Health Insurance..., Long Term Care Insurance, Whole Life, Critical Illness, Universal Life
Education
Franciscan University of Steubenville 1988 — 1990
BS, Political Science
Notre Dame High School Lawrenceville, NJ 1979 — 1982
Kip Randolph's Messer Financial Group Experience January 2014 - May 2015
Job Realtor/BROKER® at WEICHERT, Realtors Rebhan & Associates
Industry Real Estate
Experience
WEICHERT, Realtors® Rebhan & Associates July 2015 - Present
Randolph Financial Group June 2009 - July 2015
Messer Financial Group January 2014 - May 2015
Pinnacle Search Associates July 2003 - June 2009
Management Advisors International February 1994 - June 2003
Skills
Real Estate, Health Insurance, Recruiting, Medicare, Personnel Supervision, Life Insurance, Coaching, Staff Development, Residential Homes, Corporate Training
Education
Jacksonville University
WEICHERT, Realtors® Rebhan & Associates July 2015 - Present
Randolph Financial Group June 2009 - July 2015
Messer Financial Group January 2014 - May 2015
Pinnacle Search Associates July 2003 - June 2009
Management Advisors International February 1994 - June 2003
Skills
Real Estate, Health Insurance, Recruiting, Medicare, Personnel Supervision, Life Insurance, Coaching, Staff Development, Residential Homes, Corporate Training
Education
Jacksonville University
Bobby E. Robinson, Jr.'s Messer Financial Group Experience February 2009 - Present
Job Nursing Student at South CollegeAsheville
Industry Hospital & Health Care
Experience
South College - Asheville May 2015 - Present
Messer Financial Group February 2009 - Present
Nationwide Insurance November 2010 - April 2012
Skills
Insurance, Microsoft Excel, Microsoft Office, Research, Strategic Planning, Sales, Account Management, Social Media Marketing, Sales Management, Social Networking, Team Building, Small Business, Management, Leadership, Marketing, Training, Finance, Customer Retention, New Business Development, Cold Calling, Budgets, Social Media, Marketing Strategy, Life Insurance, Health Insurance, Employee Benefits, Financial Planning, Fixed Annuities, Financial Services, Term Life Insurance, Customer Service, Retirement Planning, Long-term Care, Public Speaking, Relationship Management, Marketing Communications
Education
South College-Asheville 2015 — 2018
Family Nurse Practitioner, FNP/RN
University of North Carolina at Wilmington 2000 — 2003
South College - Asheville May 2015 - Present
Messer Financial Group February 2009 - Present
Nationwide Insurance November 2010 - April 2012
Skills
Insurance, Microsoft Excel, Microsoft Office, Research, Strategic Planning, Sales, Account Management, Social Media Marketing, Sales Management, Social Networking, Team Building, Small Business, Management, Leadership, Marketing, Training, Finance, Customer Retention, New Business Development, Cold Calling, Budgets, Social Media, Marketing Strategy, Life Insurance, Health Insurance, Employee Benefits, Financial Planning, Fixed Annuities, Financial Services, Term Life Insurance, Customer Service, Retirement Planning, Long-term Care, Public Speaking, Relationship Management, Marketing Communications
Education
South College-Asheville 2015 — 2018
Family Nurse Practitioner, FNP/RN
University of North Carolina at Wilmington 2000 — 2003
Yvonne Finley-Walker Yvonne Finley-Walker's Messer Financial Group Experience August 2013 - Present
Job Principal & Owner of FinleyWalker Group
Industry Insurance
Experience
Messer Financial Group August 2013 - Present
Finley-Walker Group September 2012 - Present
Finley-Walker Group September 2012 - Present
Skills
Insurance, Property & Casualty..., Homeowners, Commercial Insurance, Strategic Financial..., Term Life Insurance, Umbrella Insurance, Disability Insurance, Health Insurance, Small Business, Fixed Annuities, Team Building, Long-term Care, Leadership, Health Savings Accounts, Strategic Planning, Medicare, General Insurance, Brokers, Long Term Care Insurance, Life Insurance, Workers Compensation, Whole Life, Employee Benefits, Underwriting, Claim, Casualty, Accident, Universal Life, Legal Liability, Retirement, Commercial Lines, Critical Illness, Liability, Financial Planners, Retirement Planning, Professional Liability, Insurance Brokerage, Agents, Group Medical, 401k, Key Person Insurance, Renters, Permanent Life Insurance, IRAs, Excess, Claims Management
Education
Clark Atlanta University
Messer Financial Group August 2013 - Present
Finley-Walker Group September 2012 - Present
Finley-Walker Group September 2012 - Present
Skills
Insurance, Property & Casualty..., Homeowners, Commercial Insurance, Strategic Financial..., Term Life Insurance, Umbrella Insurance, Disability Insurance, Health Insurance, Small Business, Fixed Annuities, Team Building, Long-term Care, Leadership, Health Savings Accounts, Strategic Planning, Medicare, General Insurance, Brokers, Long Term Care Insurance, Life Insurance, Workers Compensation, Whole Life, Employee Benefits, Underwriting, Claim, Casualty, Accident, Universal Life, Legal Liability, Retirement, Commercial Lines, Critical Illness, Liability, Financial Planners, Retirement Planning, Professional Liability, Insurance Brokerage, Agents, Group Medical, 401k, Key Person Insurance, Renters, Permanent Life Insurance, IRAs, Excess, Claims Management
Education
Clark Atlanta University
Danielle Ennis-Phillips's Messer Financial Group Experience February 2011 - Present
Job CNA at Eula Home Care Agency
Industry Health, Wellness and Fitness
Experience
Self-employed April 2013 - Present
Eula Home Care Agency April 2013 - Present
Bright Blessings October 2011 - Present
lia sophia August 2011 - Present
Vector Marketing June 2011 - Present
Messer Financial Group February 2011 - Present
Sigma Gamma Rho Sorority, Inc. 2001 - 2015
Carolinas Healthcare System April 2012 - April 2013
National Association of Women Business Owners 2011 - 2011
Heartlink Networking Group 2011 - 2011
Skills
Surgical Instruments, Advertising Sales, Insurance, Marketing Strategy, Market Planning, Market Analysis, Surgery, Ophthalmology, Customer Relations, Medical Terminology, Medical Education, Medical Devices, Computer Literate, Clerical Skills
Education
Cabarrus College of Health Sciences 2013 — 2017
Associate, Nursing
University of Phoenix 2010 — 2011
Master's, Health care Administration - Informatics
Career Technical College 2001 — 2003
Associate, Surgical Technology
University of Louisiana at Monroe 1995 — 2001
BS, General Applied Sciences
University of Louisiana at Monroe 1995 — 2001
Master's level curriculum completion, Speech-Language Pathology
Self-employed April 2013 - Present
Eula Home Care Agency April 2013 - Present
Bright Blessings October 2011 - Present
lia sophia August 2011 - Present
Vector Marketing June 2011 - Present
Messer Financial Group February 2011 - Present
Sigma Gamma Rho Sorority, Inc. 2001 - 2015
Carolinas Healthcare System April 2012 - April 2013
National Association of Women Business Owners 2011 - 2011
Heartlink Networking Group 2011 - 2011
Skills
Surgical Instruments, Advertising Sales, Insurance, Marketing Strategy, Market Planning, Market Analysis, Surgery, Ophthalmology, Customer Relations, Medical Terminology, Medical Education, Medical Devices, Computer Literate, Clerical Skills
Education
Cabarrus College of Health Sciences 2013 — 2017
Associate, Nursing
University of Phoenix 2010 — 2011
Master's, Health care Administration - Informatics
Career Technical College 2001 — 2003
Associate, Surgical Technology
University of Louisiana at Monroe 1995 — 2001
BS, General Applied Sciences
University of Louisiana at Monroe 1995 — 2001
Master's level curriculum completion, Speech-Language Pathology
Russ Mann's Messer Financial Group Experience March 2008 - December 2009
Job Sales Consultant at Lake Norman Hyundai
Industry Automotive
Experience
Lake Norman Hyundai July 2015 - Present
Priority Honda December 2011 - June 2015
Gerry Wood Auto Group August 2011 - December 2011
Keffer Volkswagen February 2009 - August 2011
Messer Financial Group March 2008 - December 2009
National Association for the Self-Employed (NASE) March 2008 - February 2009
Cydcor May 2006 - March 2008
Skills
Automobile, Sales Management, Customer Satisfaction, Sales, Customer Service, Customer Retention, Inventory Management, Team Building, Automotive, Vehicles, Selling, Sales Process, Sales Operations, B2B, Account Management, Negotiation
Education
Monroe Community College 1998 — 2001
Computer and Information Systems Security/Information Assurance
Penfield High School 1995 — 1997
Lake Norman Hyundai July 2015 - Present
Priority Honda December 2011 - June 2015
Gerry Wood Auto Group August 2011 - December 2011
Keffer Volkswagen February 2009 - August 2011
Messer Financial Group March 2008 - December 2009
National Association for the Self-Employed (NASE) March 2008 - February 2009
Cydcor May 2006 - March 2008
Skills
Automobile, Sales Management, Customer Satisfaction, Sales, Customer Service, Customer Retention, Inventory Management, Team Building, Automotive, Vehicles, Selling, Sales Process, Sales Operations, B2B, Account Management, Negotiation
Education
Monroe Community College 1998 — 2001
Computer and Information Systems Security/Information Assurance
Penfield High School 1995 — 1997
Lisa Holmes, MHSA's Messer Financial Group Experience July 2015 - Present
Job Independent Agent at Messer Financial Group
Industry Insurance
Experience
Messer Financial Group July 2015 - Present
TZ Insurance Solutions September 2014 - April 2015
Optum August 2014 - September 2014
Optum January 2011 - July 2014
Anson Regional Medical Services, Inc. September 2009 - February 2010
Strayer University October 2007 - April 2009
Strayer University August 2006 - September 2008
Strayer University February 2006 - September 2006
Skills
Job Coaching, Staff Mentor, Subject Matter Experts, Consultative Sales..., Educational Management, Performance Management, Call Center, Change Management, Management, Operations Management, Staff Development, Process Improvement, Account Management, Microsoft Office, Fundraising, Cross-functional Team..., Training, Customer Satisfaction, Recruiting, Program Management, Call Centers, Vendor Management, Leadership, Budgets, Project Planning, Customer Experience, Team Leadership, Nonprofits, Interviews, Business Process..., Policy, Negotiation, Project Management, Employee Benefits, Supervisory Skills, Teamwork, Quality Assurance, Healthcare, Time Management, Software Documentation
Education
Strayer University 2005 — 2007
MHSA, Health Services Administration
College of Insurance
Catawba College 1979 — 1983
Bachelor of Arts, Business Administration
Messer Financial Group July 2015 - Present
TZ Insurance Solutions September 2014 - April 2015
Optum August 2014 - September 2014
Optum January 2011 - July 2014
Anson Regional Medical Services, Inc. September 2009 - February 2010
Strayer University October 2007 - April 2009
Strayer University August 2006 - September 2008
Strayer University February 2006 - September 2006
Skills
Job Coaching, Staff Mentor, Subject Matter Experts, Consultative Sales..., Educational Management, Performance Management, Call Center, Change Management, Management, Operations Management, Staff Development, Process Improvement, Account Management, Microsoft Office, Fundraising, Cross-functional Team..., Training, Customer Satisfaction, Recruiting, Program Management, Call Centers, Vendor Management, Leadership, Budgets, Project Planning, Customer Experience, Team Leadership, Nonprofits, Interviews, Business Process..., Policy, Negotiation, Project Management, Employee Benefits, Supervisory Skills, Teamwork, Quality Assurance, Healthcare, Time Management, Software Documentation
Education
Strayer University 2005 — 2007
MHSA, Health Services Administration
College of Insurance
Catawba College 1979 — 1983
Bachelor of Arts, Business Administration
Annette Ortiz's Messer Financial Group Experience April 2006 - Present
Job Principal/Owner at Messer Financial Consulting, Inc.
Industry Insurance
Experience
Messer Financial Group April 2006 - Present
Messer Financial Consulting, Inc. April 2006 - Present
Messer Financial Group 2004 - 2006
Skills
Insurance, Employee Benefits, Sales, Term Life Insurance, Sales Management, Retirement Plan..., Business Insurance, Long-term Care, Life Insurance, Accident, Health Insurance, Business Strategy, Fixed Annuities, Disability Insurance, Leadership, New Business Development, Marketing Strategy, Entrepreneurship, Small Business, Licensed & Bonded Broker
Education
Pace University - Lubin School of Business
BBA, Business Management and Marketing
Messer Financial Group April 2006 - Present
Messer Financial Consulting, Inc. April 2006 - Present
Messer Financial Group 2004 - 2006
Skills
Insurance, Employee Benefits, Sales, Term Life Insurance, Sales Management, Retirement Plan..., Business Insurance, Long-term Care, Life Insurance, Accident, Health Insurance, Business Strategy, Fixed Annuities, Disability Insurance, Leadership, New Business Development, Marketing Strategy, Entrepreneurship, Small Business, Licensed & Bonded Broker
Education
Pace University - Lubin School of Business
BBA, Business Management and Marketing
Audrey Bennett-Coleman's Messer Financial Group Experience August 2014 - Present
Job Independent Consultant at Messer Financial Group
Industry Insurance
Experience
Graves Insurance Group August 2014 - Present
Messer Financial Group August 2014 - Present
ABEA Investments LLC June 2006 - Present
Skills
Management, Insurance, Health Insurance, Healthcare, Collections, Recruiting, Negotiation, Employee Benefits, Project Management, Strategic Planning, Event Planning, Travel, Business Strategy, Financial Analysis, Analytics, Public Speaking, Administrative..., Data Entry, Data Analysis, Entrepreneurship, Finance, Customer Service, Customer Retention, Customer Experience, Customer Engagement, Customer Support, Customer Satisfaction, Human Resources, Payroll, Microsoft Office, Microsoft Excel, Microsoft Word, Technical Support, Training, Instructor-led Training, Online Marketing, Online Advertising, Online Research, Risk Management, Operations Management, Marketing, Sales Management, Presentations, Team Leadership, Team Building, Teamwork, Team Management, Virtual Teams, Business Planning, Business Process...
Education
University of Phoenix 2011 — 2013
Bachelor, Business Management
University of North Carolina at Greensboro 1999 — 2001
Bachelor, Accounting
Graves Insurance Group August 2014 - Present
Messer Financial Group August 2014 - Present
ABEA Investments LLC June 2006 - Present
Skills
Management, Insurance, Health Insurance, Healthcare, Collections, Recruiting, Negotiation, Employee Benefits, Project Management, Strategic Planning, Event Planning, Travel, Business Strategy, Financial Analysis, Analytics, Public Speaking, Administrative..., Data Entry, Data Analysis, Entrepreneurship, Finance, Customer Service, Customer Retention, Customer Experience, Customer Engagement, Customer Support, Customer Satisfaction, Human Resources, Payroll, Microsoft Office, Microsoft Excel, Microsoft Word, Technical Support, Training, Instructor-led Training, Online Marketing, Online Advertising, Online Research, Risk Management, Operations Management, Marketing, Sales Management, Presentations, Team Leadership, Team Building, Teamwork, Team Management, Virtual Teams, Business Planning, Business Process...
Education
University of Phoenix 2011 — 2013
Bachelor, Business Management
University of North Carolina at Greensboro 1999 — 2001
Bachelor, Accounting
Charles R. Brock Jr.'s Messer Financial Group Experience 2004 - 2006
Job Mortgage Loan Processor at Accenture Credit Services
Industry Food & Beverages
Experience
Accenture Credit Services 2011 - Present
Rainwater Control Solutions 2010 - 2011
US Census Bureau 2009 - 2010
Qdoba Restaurant Corporation 2007 - 2008
The Wendy's Company 2006 - 2007
Messer Financial Group 2004 - 2006
Taco Bell 1995 - 2004
Skills
Training, Performance Management, Human Resources, Recruiting, Management, Sales, Customer Satisfaction, Customer Service, Strategic Planning, Mortgage Lending, Team Leadership, Organizational..., Microsoft Office, Coaching
Education
Florida State University
Bachelor's Degree, Business/Corporate Communications
Accenture Credit Services 2011 - Present
Rainwater Control Solutions 2010 - 2011
US Census Bureau 2009 - 2010
Qdoba Restaurant Corporation 2007 - 2008
The Wendy's Company 2006 - 2007
Messer Financial Group 2004 - 2006
Taco Bell 1995 - 2004
Skills
Training, Performance Management, Human Resources, Recruiting, Management, Sales, Customer Satisfaction, Customer Service, Strategic Planning, Mortgage Lending, Team Leadership, Organizational..., Microsoft Office, Coaching
Education
Florida State University
Bachelor's Degree, Business/Corporate Communications
Marvell Harris's Messer Financial Group Experience January 2007 - Present
Job Life, Health & Annuity Insurance
Industry Investment Management
Experience
Messer Financial Group January 2007 - Present
Harris International MSE, Inc. November 1985 - January 2007
Skills
Microsoft Excel, Computer Hardware, Technical Support, Health Insurance, System Administration, Business Planning, Retirement Planning, Medicare, Sales, New Business Development, Disability Insurance, Sales Management, Term Life Insurance, Fixed Annuities
Education
Mid-American Christian University 2010 — 2012
BS Management & Ethics
El Camino College 1988 — 1992
AS Computer Information Systems, Computer Networking, Hardware & Software
Messer Financial Group January 2007 - Present
Harris International MSE, Inc. November 1985 - January 2007
Skills
Microsoft Excel, Computer Hardware, Technical Support, Health Insurance, System Administration, Business Planning, Retirement Planning, Medicare, Sales, New Business Development, Disability Insurance, Sales Management, Term Life Insurance, Fixed Annuities
Education
Mid-American Christian University 2010 — 2012
BS Management & Ethics
El Camino College 1988 — 1992
AS Computer Information Systems, Computer Networking, Hardware & Software
Katherine Ballard Burroughs's Messer Financial Group Experience November 2010 - Present
Job Broker at Messer Financial Group
Industry Education Management
Experience
Messer Financial Group November 2010 - Present
Wake County Public Schools May 1998 - Present
Skills
Microsoft Office, Microsoft Word, Data Entry, Research, Outlook, Spreadsheets, Microsoft Excel, Teaching, Accounts Payable, PowerPoint, Customer Service, Administrative..., Educational Leadership, Team Building, Supervisory Skills, Administration, Access, Leadership, Time Management, Office Management, Sales, Management, Public Speaking
Education
Nash Community College
Early Childhood Education and Teaching
Messer Financial Group November 2010 - Present
Wake County Public Schools May 1998 - Present
Skills
Microsoft Office, Microsoft Word, Data Entry, Research, Outlook, Spreadsheets, Microsoft Excel, Teaching, Accounts Payable, PowerPoint, Customer Service, Administrative..., Educational Leadership, Team Building, Supervisory Skills, Administration, Access, Leadership, Time Management, Office Management, Sales, Management, Public Speaking
Education
Nash Community College
Early Childhood Education and Teaching