MetLife, Premier Client Group

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MetLife, Premier Client Group Employees

Employee
Years
Job
Industry
Nick Flatness Nick Flatness Greater Minneapolis-St. Paul Area Details
Nick Flatness's MetLife, Premier Client Group Experience July 2014 - Present
Job Financial Advisor, Functional Manager at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group  July 2014 - Present
Waddell & Reed  December 2013 - July 2014
Holt Dental Supply   June 2012 - December 2013
Forest Laboratories  June 2009 - June 2012
Waddell & Reed  June 2006 - June 2009

Skills
Wealth Accumulation..., Retirement Income..., Estate Conservation..., IRA and 401k Rollovers, Investment Management, Life Insurance, Disability Insurance, Managed Accounts, Series 7, Series 66

Education
Hamline University   2002 — 2006
Bachelor of Science, Business

Hamline University   2002 — 2006
Bachelor of Science (B.S.), Business Administration and Management, General

Veronica Woods, CMFC Veronica Woods, CMFC Charlotte, North Carolina Area Details
Veronica Woods, CMFC's MetLife, Premier Client Group Experience March 2014 - Present
Job Sr. Development Consultant II at MetLife Premier Client Group (MPCG)
Industry Financial Services
Experience
MetLife, Premier Client Group   March 2014 - Present
MetLife  July 2013 - February 2014
Wells Fargo Advisors  May 2010 - June 2013
Wells Fargo Advisors  2009 - 2010
Principal Financial Group  2006 - 2007
Wachovia, A Wells Fargo Company  2003 - 2006
TIAA-CREF  2000 - 2003

Skills
Series 7, Mutual Funds, Investments, Risk Management, Fixed Annuities, Retirement, Insurance, Public Speaking, Training, Employee Benefits, Relationship Management, Management, 401k, Life Insurance, Financial Advisory, New Business Development, Project Management

Education
University of South Carolina-Columbia   1995 — 2000
Bachelor of Science, Psychology & Business Administration

Camden High School   1991 — 1995

Jennifer Smith (Drane) Jennifer Smith (Drane) Tampa, Florida Details
Jennifer Smith (Drane)'s MetLife, Premier Client Group Experience August 2014 - Present
Job Meeting and Event Planner at MetLife
Industry Insurance
Experience
MetLife Premier Client Group  August 2014 - Present
MetLife  January 2008 - Present
MetLife  September 2000 - January 2008
Rob,Peck,Mcooey   1997 - September 2000

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Logistics, Event Planning, Event Management, Customer Service, Outlook, Access, Leadership, Financial Services, Investments, Life Insurance, Management, Meeting Planning, Employee Benefits, Training

Education
Borough of Manhattan Community College   1998 — 1999

Pinkerton Academy   1986 — 1987

HB Plant High School   1984 — 1986

Ronald Jordan Ronald Jordan Charlotte, North Carolina Area Details
Ronald Jordan's MetLife, Premier Client Group Experience August 2015 - Present
Job Strategic Analytics, MetLife Premier Client Group
Industry Insurance
Experience
MetLife Premier Client Group  August 2015 - Present
MetLife Premier Client Group  October 2013 - August 2015
Family Dollar  April 2012 - October 2013
Family Dollar  March 2009 - April 2012
Family Dollar  June 2008 - March 2009
Target  June 2004 - June 2008

Skills
Forecasting, Retail, Microsoft Office, Microsoft Excel, Access, PowerPoint, Oracle, SQL, Alteryx, Relational Databases, SharePoint, MapInfo Professional, GIS, Cartography, Spatial Analysis, Geospatial Data, Spatial Data Management, Data Analysis, Competitive Analysis, Marketing Research, Merchandising, Inventory Management, Supply Chain, Claims Investigations, Fraud Claims, Process Improvement, Presentations, Risk Management, Management, Time Management, Driving Results, Microstrategy, Teamwork, Analytics

Education
University of North Carolina at Charlotte   2002 — 2006
BA, Geography

University of North Carolina at Charlotte - Belk College of Business   2002 — 2006
BSBA, Marketing

Robert Friedmar MBA, CLTC Robert Friedmar MBA, CLTC Miami/Fort Lauderdale Area Details
Robert Friedmar MBA, CLTC's MetLife, Premier Client Group Experience June 2015 - Present
Job Financial Services Representative, Investment Advisor Representative at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group  June 2015 - Present
Ameriprise Financial  May 2009 - April 2015
Smith Barney  April 1994 - May 2009
Prudential Securities  May 1987 - April 1994
Merrill Lynch  September 1982 - May 1987

Skills
Alternative Investments, Asset Allocation, Asset Management, Charitable Giving, Disability Insurance, Education Funding..., Estate Planning, Financial Planning, Fixed Annuities, Indexed Annuities, Investments, Insurance, Long Term Care Insurance, Portfolio Management, Retirement Planning, Securities, Wealth Management, Variable Annuities

Education
University of Toledo   1976 — 1978
Master of Business Administration (M.B.A.), Finance and Organizational Administration

Ohio University   1971 — 1973
Graduate Study in Radio TV Communication Media and Business Law

University of Toledo   1966 — 1971
Bachelor of Education (B.Ed.), Social Sciences and Speech Communication

Lynn Doherty, CFP® Lynn Doherty, CFP® Charlotte, North Carolina Area Details
Lynn Doherty, CFP®'s MetLife, Premier Client Group Experience February 2014 - Present
Job Assistant Vice President
Industry Financial Services
Experience
MetLife Premier Client Group  February 2014 - Present
MetLife  November 2012 - February 2014
MetLife  November 2008 - November 2012
MetLife Resources  November 2005 - November 2008
CitiStreet  November 2004 - November 2005
Quick & Reilly  December 2002 - June 2004
First Citizens Bank  June 2001 - December 2002
First Union Securities  May 2000 - June 2001
First Union Insurance Group/Essex Corporation   August 1995 - May 2000
Dean Witter/InterCapital   August 1993 - August 1995

Skills
Leadership, Retirement Planning, Strategic Financial..., Finance, Insurance, Financial Planning, Life Insurance, Mutual Funds, Fixed Annuities, Retirement, Financial Advisory, Financial Services, Wealth Management, Management, Succession Planning, Workshop Facilitation, Training Facilitation, Team Facilitation, Large Group Facilitation, Investments

Education
Miami University   1986 — 1990
Bachelor's Degree, Finance

Queens University of Charlotte
CFP preparation program

Troy (TJ) Pond Troy (TJ) Pond Gilbert, Arizona Details
Troy (TJ) Pond's MetLife, Premier Client Group Experience January 2015 - Present
Job Financial Advisor/Financial Services Representative
Industry Financial Services
Experience
Cook Financial Group, an Office of MetLife   April 2015 - Present
MetLife Premier Client Group  January 2015 - Present
AXA Advisors  February 2014 - December 2014
W. L. Gore & Associates   September 2009 - October 2011
Subway  May 2004 - June 2007

Skills
Business Succession..., Analysis, Insurance, Finance, Budgets

Education
Northern Arizona University   2009 — 2013
Bachelor of Science (BS), Accounting and Finance

Max Kaplan Max Kaplan Greater Chicago Area Details
Max Kaplan's MetLife, Premier Client Group Experience February 2011 - Present
Job Financial Services at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group  February 2011 - Present
Ameriprise Financial  June 2009 - February 2011

Education
University of Rochester   2005 — 2009
Economics

Northwestern

Anne Marie Stott Anne Marie Stott Greensboro/Winston-Salem, North Carolina Area Details
Anne Marie Stott's MetLife, Premier Client Group Experience October 2011 - Present
Job Financial Advisor at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group  October 2011 - Present
Edward Jones  2009 - 2011
Sunnyside Ministry   2002 - 2008

Skills
Investments, Retirement Planning, Long Term Care Insurance, Wealth Management, Financial Analysis, Mutual Funds, Cash Flow Management, Disability, Financial Services, Stocks, Life Insurance, Health Insurance, Medicare, Portfolio Management, Social Security, Insurance

Education
Salem College   1995 — 1999
Bachelor of Arts (BA), Communications, Advertising, and Public Relations

Megan (Potter) Segrin Megan (Potter) Segrin Marlborough, Massachusetts Details
Megan (Potter) Segrin's MetLife, Premier Client Group Experience September 2008 - Present
Job Advisor Hiring Process Consultant at MetLife
Industry Financial Services
Experience
MetLife Premier Client Group  September 2008 - Present
Independent Beachbody Coach  June 2013 - Present
MetLife  September 2008 - December 2012
Dextrys  September 2006 - August 2008
DarwinSuzsoft/Phillips Lifeline   December 2007 - January 2008
Primerica  April 2006 - September 2006

Skills
Applicant Tracking..., Process Improvement, Onboarding, Recruiting, New Hires, Fitness, Fitness Training, Shakeology, Workout, Fitness Consulting, Management, Interviews, Insurance, Program Management, Coaching, Taleo, Talent Acquisition, Microsoft Excel, Hiring, Background Checks, Sourcing, Lotus Notes, PeopleSoft, FINRA, CPQ, High Volume Staffing, U4, SmartOffice, Job Postings, I-9 Compliance, GIS, BIG Background Checks, Scheduling Interviews, Multi Tasking

Education
University of Massachusetts Dartmouth   2001 — 2006
Business: Management with an HR concentration, Business Management/HR

Mohawk Trail Regional HS   1996 — 2001
Graduated, HS Diploma

Kevin Adams, LUTCF Kevin Adams, LUTCF Dallas/Fort Worth Area Details
Kevin Adams, LUTCF's MetLife, Premier Client Group Experience July 2014 - Present
Job Regional Associate at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group  July 2014 - Present
Mutual of Omaha  September 2008 - July 2014
Mutual of Omaha  November 2011 - October 2012
Great American Senior Benefits  October 2007 - September 2008

Skills
Recruiting, Talent Acquisition, Talent Management, Leadership, Leadership Development, Coaching, Training, Recruitment Training, Performance Management, Long Term Care Insurance, Fixed Annuities, Disability Insurance, Insurance, Life Insurance, Universal Life, Term Life Insurance, Whole Life, Long-term Care, Retirement Planning, Critical Illness, 401k Rollovers, Health Insurance, Series 6, Employee Benefits, 401k, Retirement, Income Protection, Financial Planners, Variable Annuities, IRAs, Roth IRA, Mutual Funds, Financial Planning

Education
The American College

Julie A. Hocevar, ChFC, CLTC, ADPA Julie A. Hocevar, ChFC, CLTC, ADPA Greensboro/Winston-Salem, North Carolina Area Details
Julie A. Hocevar, ChFC, CLTC, ADPA's MetLife, Premier Client Group Experience July 2002 - Present
Job Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife Premier Client Group  July 2002 - Present
MetLife Securities  July 2002 - Present
GO FAR   2008 - 2015
Polychem Corporation  1984 - 1996

Education
Ohio University Athens, Ohio   1981 — 1984

The American College
Chartered Financial Consultant (ChFC)

Jeremy Guzman Jeremy Guzman New York, New York Details
Jeremy Guzman's MetLife, Premier Client Group Experience September 2014 - August 2015
Job Manager, Strategic Delegate Acquisition
Industry Events Services
Experience
IQPC  August 2015 - Present
hAnger Management Screen Printing   March 2006 - Present
MetLife Premier Client Group  September 2014 - August 2015
The Wedding Salon  September 2013 - July 2014
Michael C. Fina  September 2012 - June 2013
Cold Stone Creamery  January 2006 - January 2009

Skills
Sales, Microsoft Excel, Creative Problem Solving, Customer Service, Inventory Management, Merchandising, Microsoft Office, Microsoft Word, Team Building, Social Media, Marketing, Event Planning, Outstanding..., Retail, Logistics, Time Management, Data Mining, Lead Generation, Competitive Analysis

Education
City University of New York City College   2009 — 2012
Bachelor's degree, Philosophy

Borough of Manhattan Community College   2006 — 2008
Associate of Arts (A.A.), Business Administration and Management, General

Meagan Elizabeth Hanley, MBA Meagan Elizabeth Hanley, MBA Greater New York City Area Details
Meagan Elizabeth Hanley, MBA's MetLife, Premier Client Group Experience August 2013 - January 2014
Job Generator and Implementer | Project Manager | Social Media Enthusiast | Marketing Coordinator
Industry Marketing and Advertising
Experience
UPS  June 2015 - Present
ENA Marketing Communications  February 2014 - May 2015
MetLife Premier Client Group  August 2013 - January 2014
MetLife Broker-Dealer Group  July 2011 - November 2012
SHI  2011 - 2011
MetLife  September 2009 - December 2010
MetLife Broker-Dealer Group  April 2008 - September 2009
Centenary College  September 2007 - May 2009

Skills
Microsoft Excel, Research, Editing, Insurance, PowerPoint, Public Speaking, Time Management, Customer Service, Microsoft Office, Microsoft Word, Data Analysis, Recruiting, Staff Development, Leadership Development, New Business Development, Project Management, Project Planning, Oral & Written..., Written & Oral..., Sales & Marketing..., Critical Thinking, Legal Compliance, Marketing Communications, Product Marketing, Marketing, Customer Satisfaction, Social Media, Advertising, Employee Training, Analysis, Strategic Planning, CRM, Social Media Marketing, Marketing Strategy, Operations Management, Communication

Education
Centenary College   2011 — 2012
Master of Business Administration (MBA)

Centenary College   2005 — 2009
Bachelors of Science, Business Administration with a Concentration in Marketing

Franklin High School

Steve Allegretto Steve Allegretto Greater New York City Area Details
Steve Allegretto's MetLife, Premier Client Group Experience October 2015 - Present
Job Marketing Strategist at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group  October 2015 - Present
MetLife Premier Client Group of New Jersey   September 2004 - August 2015
TD Bank  May 2004 - August 2005

Skills
Wealth Management, Life Insurance, Multi-generational..., Estate Planning, Team Leadership, IRAs, Retirement Planning, Strategic Financial..., Investments, Health Insurance, Mutual Funds

Education
Monmouth University   1999 — 2003
Bachelor of Science, Finance

Fuqiong (Ingrid) WANG Fuqiong (Ingrid) WANG Greater New York City Area Details
Fuqiong (Ingrid) WANG's MetLife, Premier Client Group Experience December 2011 - Present
Job Financial Service Representative & Registered Representative at Metlife Premier Client Group
Industry Management Consulting
Experience
Metlife Premier Client Group  December 2011 - Present
-  February 2011 - Present
Schouten China (A Schouten & Nelissen Company)   March 2010 - February 2011
CVDT Consulting   July 2009 - March 2010
Communication University of China' Nanjing   August 2006 - July 2009

Skills
Management, Business Development, Chinese, Management Consulting, Event Management, Commerce, E-commerce, Social Media, Mobile Commerce, Leadership Development, Training, Organizational..., Executive Coaching, Business Strategy, Career Development, Strategic Planning, English, Dutch Language & Culture, Trusting Relationships, Communication Skills, Soft Skills, Strategic Financial..., Life & Health Insurance..., FINRA, Series 6, Series 63, Marketing and Business...

Education
Maastricht University   2005 — 2006
Exchange, Dutch Language and Culture

Communication University of China   2002 — 2006
Bachelor, Dutch-English Language and Culture

Steven Sandman, CPA Steven Sandman, CPA Louisville, Kentucky Area Details
Steven Sandman, CPA's MetLife, Premier Client Group Experience January 2014 - December 2014
Job Business Analyst at Payment Alliance International
Industry Accounting
Experience
Payment Alliance International  December 2014 - Present
MetLife Premier Client Group  January 2014 - December 2014
Mountjoy Chilton Medley LLP  July 2011 - December 2013
McCauley, Nicolas & Company, LLC   September 2008 - July 2011

Skills
Accounting, Auditing, Financial Reporting, GAAP, Financial Accounting, Financial Analysis, Internal Controls, Microsoft Office, Strategic Planning, Compliance, Process Improvement, Construction Accounting, Non-profits, Tax, Financial Statements, General Ledger, SEC filings

Education
University of Kentucky   2003 — 2008
BS, Accounting

University of Kentucky   2003 — 2008
BBA, Finance

Katie Martineau Katie Martineau Greater New York City Area Details
Katie Martineau's MetLife, Premier Client Group Experience March 2013 - Present
Job Sr. Northeast Regional Associate at MetLife
Industry Financial Services
Experience
MetLife Premier Client Group  March 2013 - Present
New England Financial Group LLC   August 2007 - March 2013
Metlife  June 2006 - August 2007
Lincoln Financial  June 2005 - June 2006
New England Financial  June 2001 - June 2005

Skills
Leadership, Client Development, Client Education, Marketing, Public Speaking, Building Relationships, Business Relationship..., Self-driven, Highly Dedicated, Superior Work Ethic, Business Networking, Recruiting, Succession Planning, Life Insurance, Talent Acquisition, Sales

Education
Charter Oak State College   2003 — 2005
Associate of Arts and Sciences (A.A.S.), Business Management

Central Connecticut State University   2000 — 2003
Physical Education

Plainville High School   1996 — 2000
General Studies

Cindy Schwiebert Cindy Schwiebert Tampa/St. Petersburg, Florida Area Details
Cindy Schwiebert's MetLife, Premier Client Group Experience March 2013 - March 2015
Job Southeastern Regional Director of Recruiting Voya Financial
Industry Financial Services
Experience
Voya Financial  March 2015 - Present
MetLife Premier Client Group  March 2013 - March 2015
LPL Financial Services  April 2007 - October 2012
Kelmoore Investment Co   June 2003 - December 2006

Skills
Series 7, Securities, Employee Benefits, Investments, Insurance, Retirement Planning, Series 63, Asset Allocation, Finance, Diversification, Recruiting, Branch Development, Fixed Annuities, Separately Managed..., Retirement, Business Development, Financial Planning, Wealth Management, Financial Advisory, Financial Services, Asset Management, Investment Advisory, Management, Portfolio Management, Mutual Funds, Investment Strategies, 401k, Sales, Leadership, Alternative Investments, Risk Management, FINRA, Equities

Education
St Petersburg College

St. Petersburg College

David Iannetto David Iannetto Kansas City, Missouri Area Details
David Iannetto's MetLife, Premier Client Group Experience September 2013 - Present
Job Investment Advisor Representative at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group  September 2013 - Present
First Investors Corporation  September 2001 - September 2013

Education
State University of New York at Albany   1997 — 2001
Bachelors

Mike Grueneberger Mike Grueneberger Charleston, South Carolina Area Details
Mike Grueneberger's MetLife, Premier Client Group Experience January 2015 - Present
Job Financial Advisor, Financial Services Representative at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group  January 2015 - Present
Carolina Capital Management  August 2004 - Present

Skills
Strategic Financial..., Personal Finance, Retirement Planning, Life Insurance, Employee Benefits, Estate Planning, Disability Insurance, Succession Planning

Education
College of Charleston   1999 — 2003
BS, Business Administration, Economics

Kimberly Zakrzewski Kimberly Zakrzewski North Tonawanda, New York Details
Kimberly Zakrzewski's MetLife, Premier Client Group Experience July 2007 - Present
Job Agency DirectorTeam Selling at MetLife Premier Client Group of Upstate New York
Industry Insurance
Experience
MetLife Premier Client Group  July 2007 - Present
KeyBank  September 1992 - July 2007

Education
Buffalo State College   1987 — 1990
Bachelor's degree, Secondary Social Studies Education

State University of New York at Buffalo   1985 — 1987
Nuclear Medical Technology/Technologist

Bernadette M Walsh Bernadette M Walsh Elmsford, New York Details
Bernadette M Walsh's MetLife, Premier Client Group Experience August 2014 - Present
Job Administrative Assistant, MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group  August 2014 - Present
Barnum Wealth Management, an office of MetLife   June 2013 - August 2014
MetLife  November 2010 - May 2013
Oasis Outsourcing  February 2003 - November 2010
Full Time Homemaker  August 1993 - February 2003
Software Guidance & Assistance  March 1991 - July 1993
State Street  February 1990 - February 1991
Smith Barney Harris Upham & Co., Inc.   1983 - 1990

Education
New York University, Stern School of Business
Master of Business Administration (MBA), Marketing

Manhattan College
Bachelor of Arts (B.A.), History

Dave Sier Dave Sier Dayton, Ohio Area Details
Dave Sier's MetLife, Premier Client Group Experience January 2014 - Present
Job Group Benefits Metrics Consultant at MetLife
Industry Insurance
Experience
MetLife Premier Client Group  January 2014 - Present
MetLife  October 2012 - Present
MetLife Auto & Home  March 2005 - November 2012
MetLife  April 2004 - March 2005
Panasonic  2002 - 2004

Skills
WebTrends Analytics, Web Analytics, E-business, Analytics, Business Analysis, SEM, Visio, E-commerce, Usability, Customer Experience, Digital Marketing, Google Analytics, Project Management, Information Architecture, Omniture

Education
University of Phoenix Online   2007 — 2007

Sinclair Community College   2000 — 2004
Associate of Arts and Sciences (A.A.S.), Computer and Information Sciences and Support Services

DAVID DILLEY DAVID DILLEY Greater Grand Rapids, Michigan Area Details
DAVID DILLEY's MetLife, Premier Client Group Experience April 2008 - Present
Job Financial Services Representative at MetLife
Industry Financial Services
Experience
Metlife Premier Client Group  April 2008 - Present
Nationwide Insurance  April 2004 - April 2008
Bankers Life and Casualty  February 2000 - April 2004

Skills
Insurance, Series 6, Disability Insurance, Long Term Care, IRA's, Term Life Insurance, Wealth Accumulation, Mutual Funds, Series 7, Financial Advisory, Employee Benefits, Annuities, Investments, Business Planning, Wealth Management, Annuity, Group Benefits, Series 63, Financial Analysis, Asset Management, 401k, Fixed Annuities, Financial Strategy, Retirement Funding..., Insurance Analysis, Estate Conservation...

Education
Michigan State University   1996 — 1998
Bachelors Degree, Political Science & Pre Law

Arizona State University   1993 — 1995

Ken Magier Ken Magier Greater Detroit Area Details
Ken Magier's MetLife, Premier Client Group Experience March 2015 - Present
Job Regional Sourcing Associate at MetLife Premier Client Group
Industry Staffing and Recruiting
Experience
MetLife Premier Client Group  March 2015 - Present
Lease Corporation of America  September 2014 - March 2015
Addison Alliance, LLC   2003 - September 2014
Experis  February 2013 - August 2013
Kelly/HRFirst   February 2007 - July 2007
Financial Lenders   2001 - 2003
AutoPro Technical Recruiting   1999 - 2001
Addison Financial Consultants   1990 - 1999

Skills
Full-cycle Recruiting, Cold Calling, Salary Negotiation, Direct Recruiting, Applicant Tracking..., Technical Recruiting, Talent Acquisition, Temporary Staffing, Recruitment/Retention, Diversity Recruitment, Permanent Placement, Executive Search, Talent Management

Education
Wayne State University
Bach. Science, Psychology

Oakland University
Personal Financial Planning (PFP)

Phil Winkel Phil Winkel Greater Seattle Area Details
Phil Winkel's MetLife, Premier Client Group Experience December 2014 - Present
Job Managing Sales Director at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group  December 2014 - Present
UBS Financial Services  September 2006 - December 2014
Symetra Financial  August 2004 - February 2005
Safeco Life & Investments   1987 - 2004

Skills
Mutual Funds, Investments, Fixed Annuities, Wealth Management, Series 7, Marketing, Financial Services, Asset Allocation, Portfolio Management, Securities, Series 63, FINRA, Retirement, Alternative Investments, Asset Management, 401k, Investment Strategies, Retirement Strategies

Education
Seattle University   1989 — 1991
MBA, Finance & Marketing

University of Washington   1980 — 1985
BA, Economics

Natasha Plumlee Natasha Plumlee Tampa/St. Petersburg, Florida Area Details
Natasha Plumlee's MetLife, Premier Client Group Experience August 2015 - Present
Job Financial Advisor at Metlife Premier Client Group
Industry Financial Services
Experience
Metlife Premier Client Group  August 2015 - Present
Allstate Financial Services, LLC  July 2014 - August 2015
JPMorgan Chase  July 2013 - June 2014
JPMorgan Chase  May 2012 - June 2013
J.P. Morgan Chase   January 2011 - May 2012
Scottrade  May 2010 - May 2011

Skills
Banking, Loans, Series 63, Series 7, Credit, Securities, Financial Services, Mutual Funds, Wealth Management

Education
Butler University
Finance Degree, Finance

Paul S. Lim, CRPC®, CFP® Paul S. Lim, CRPC®, CFP® Greater San Diego Area Details
Paul S. Lim, CRPC®, CFP®'s MetLife, Premier Client Group Experience April 2009 - November 2014
Job Financial Advisor at The Wealth Consulting Group
Industry Financial Services
Experience
The Wealth Consulting Group  November 2014 - Present
MetLife Premier Client Group  April 2009 - November 2014
Ameriprise Financial Services, Inc.   December 2005 - January 2009
SunTrust Bank  May 2005 - August 2005
Wachovia Securities (Now Wells Fargo Advisors)   December 2002 - March 2003

Education
The Johns Hopkins University   2002 — 2006
Bachelor's, Economics

Sidisse Gudeta Sidisse Gudeta Washington D.C. Metro Area Details
Sidisse Gudeta's MetLife, Premier Client Group Experience June 2015 - Present
Job Registered Financial Rep at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group  June 2015 - Present
CEB, SHL Talent Measurement Solutions   December 2013 - January 2015
Wells Fargo  September 2011 - December 2013
BARBARA FAVOLA FOR VA STATE SENATE CAMPAIGN   June 2011 - August 2011

Skills
Sales, Customer Service, Microsoft Excel, Finance, Banking, Credit, Retail Banking, Cross Selling, Financial Analysis, Training, Budgets, Policy, Loans, Cash Management, Commercial Banking, Credit Analysis, Consumer Lending, Mortgage Lending, Access, Portfolio Management, Life Insurance, Disability Insurance, Mutual Funds, Fixed Annuities, Variable Annuities, Retirement Planning

Education
George Mason University   2007 — 2012
Bachelor of Science (BS), Finance, General

Tony Dalton Tony Dalton Charlotte, North Carolina Details
Tony Dalton's MetLife, Premier Client Group Experience October 2014 - Present
Job Director, Sales Training & Development at MetLife Premier Client Group
Industry Financial Services
Experience
MetLife Premier Client Group  October 2014 - Present
MetLife  March 2013 - September 2014
MetLife  October 2005 - February 2013
MetLife  August 2002 - September 2005
MetLife  March 1996 - June 2002
MetLife  April 1994 - February 1996
MetLife  October 1991 - March 1994
American Arbitration Association  May 1986 - September 1991

Skills
Process Improvement, Financial Analysis, Change Management, Strategy, Investments, Finance, Program Management, Public Speaking, Analysis, Negotiation, Vendor Management, Marketing Strategy, Financial Services, Research, Team Management, Business Process..., Human Resources, Teamwork, Financial Planning, Financial Reporting, Performance Management, Integration, Relationship Management, Life Insurance, Employee Training, Mutual Funds, Sales Process, Retirement Planning, Training, Disability Insurance, Retirement, Employee Benefits, Fixed Annuities, Term Life Insurance, Wealth Management, Securities, Coaching, Series 7, Series 24, Series 6, Series 63, Insurance, Management, Sales, Leadership, Strategic Planning, Risk Management

Education
Valdosta State University   1979 — 1982
Bachelor of Business Administration (B.B.A.), Management & Marketing (double major)

Mercer University   1977 — 1978

Scott Wells, CFP(R), QKA Scott Wells, CFP(R), QKA Charleston, South Carolina Area Details
Scott Wells, CFP(R), QKA's MetLife, Premier Client Group Experience June 2004 - October 2014
Job Investment Advisor Representative, Cambridge Investment Research
Industry Financial Services
Experience
Family Legacy Concepts LLC   October 2014 - Present
MetLife Premier Client Group  June 2004 - October 2014
BB&T Trust   September 1999 - June 2001
BB&T Investment Services  February 1996 - August 1999
NationsSecurities   March 1994 - January 1996
Leonard Financial Planning Systems   September 1992 - March 1994
Gallup Poll - UAI Market Research   January 1990 - August 1992

Skills
Advisory Services, Financial Analysis, Estate Planning, Retirement Planning, Advisory Accounts, Investments, Asset Allocation, 401k, Mutual Funds, 529 Plans, Variable Annuities, Fixed Annuities, Long-term Care Insurance, Life Insurance

Education
College for Financial Planning   2000 — 2001
CFP(R), Financial Planning

Duke University   1970 — 1980
Bachelor's Degree, Economics

Monmouth College   1970 — 1971
Mathematics

Tamala R Clark-Culp Tamala R Clark-Culp Greater Atlanta Area Details
Tamala R Clark-Culp's MetLife, Premier Client Group Experience January 2015 - Present
Job Registered Representative at Met Life
Industry Financial Services
Experience
MetLife Premier Client Group  January 2015 - Present
Me 2 You Learning Center   July 2009 - June 2012

Skills
Nonprofits, Event Planning, Entrepreneurship, Non-profits, Social Media, Social Media Marketing, Team Building, Fundraising, Leadership, Marketing, Public Relations, Strategic Planning, Coaching, Leadership Development

Education
The Ohio State University

Timothy Bligh Timothy Bligh Greater New York City Area Details
Timothy Bligh's MetLife, Premier Client Group Experience March 2015 - Present
Job Regional Sourcing Associate at MetLife Premier Client Group
Industry Staffing and Recruiting
Experience
MetLife Premier Client Group  March 2015 - Present
Rotator Staffing Services Inc  July 2006 - March 2015
Ajilon Finance Solutions  2005 - 2006

Skills
SmartSearch, Social Media, Staffing Services, IT Recruitment, Recruiting, Temporary Staffing, Screening Resumes, Sourcing, Team Building, Leadership, Technical Recruiting, Interviews, Screening, Talent Acquisition, Microsoft Office, Microsoft Excel, CRM, Applicant Tracking..., Temporary Placement, Team Leadership, Candidate Generation, Training, Business Development, Internet Recruiting, Hiring, Executive Search, RPO, Account Management, Recruitment Advertising, College Recruiting, Negotiation, Contract Recruitment, Onboarding, Management, Social Networking, Permanent Placement, Staff Augmentation, Lead Generation, Taleo, Contract Negotiation, Job Fairs, Human Resources, Employer Branding, Sales, Project Management, Benefits Negotiation, Cold Calling, New Business Development, Resume Writing, Search

Education
City University of New York-College of Staten Island

Monsignor Farrell

Sandy O'Hern Sandy O'Hern Orlando, Florida Area Details
Sandy O'Hern's MetLife, Premier Client Group Experience October 2014 - Present
Job Manager, Onboarding Procedures at MetLife Premier Client Group
Industry Investment Management
Experience
MetLife Premier Client Group  October 2014 - Present
SunTrust Investment Services  April 2010 - September 2014
Healthcare Federal Credit Union   November 1992 - April 2009

Skills
Strategic Planning, Management, Process Improvement, Real Estate, Mutual Funds, Customer Service, Team Building, Microsoft Excel, Microsoft Word, Banking, Credit, Mortgage Lending, Microsoft Office, Series 24, Wealth Management, PowerPoint, Investment Properties, Vendor Management, Outlook

Education
Columbia College   2000 — 2004
B.S., Business Administration

Columbia College
Bachelor's degree, Business Administration, Business, Management, Marketing, and Related Support Services

Rebecca Gardner Rebecca Gardner Phoenix, Arizona Area Details
Rebecca Gardner's MetLife, Premier Client Group Experience July 2007 - Present
Job Recruiting Manager at MetLife
Industry Financial Services
Experience
MetLife Premier Client Group  July 2007 - Present
Arkansas Sports Medicine   August 1991 - August 1999

Skills
Recruiting, Applicant Tracking..., Talent Management, Talent Acquisition, Leadership, Interviews, Networking, Financial Services, Team Building, Coaching, Onboarding, Succession Planning, College Recruiting, Sourcing, Employee Benefits, Hiring, Human Resources, Taleo, Technical Recruiting, Benefits Administration, Employee Relations, Cold Calling, Performance Management, Temporary Placement, Training, Executive Search, Internet Recruiting, Benefits Negotiation, Workforce Planning, HRIS, Resume Writing, Staffing Services

Education
University of Arkansas   1986 — 1991
BSE, Kinesiology/Athletic Training

Lake Zurich High School   1982 — 1986
General Studies

Michael Kepesky, JD CFP® CLU® ChFC® Michael Kepesky, JD CFP® CLU® ChFC® Little Rock, Arkansas Details
Michael Kepesky, JD CFP® CLU® ChFC®'s MetLife, Premier Client Group Experience June 2012 - December 2014
Job AXA Distributors; Vice President and National Sales DirectorLife Brokerage
Industry Financial Services
Experience
MetLife Premier Client Group  June 2012 - December 2014
MetLife Investors  June 2010 - June 2012
MetLife Premier Client Group  May 2009 - June 2010
Regional Broker Dealer  2007 - 2009
MetLife Investors  2005 - 2007
MetLife Investors  2002 - 2004
MetLife  1991 - 2001
MetLife  1988 - 1990

Skills
Insurance, Life Insurance, Management, Mutual Funds, Retirement Planning, Series 7, Investments, Financial Planning, Sales, Sales Leadership, Annuities, Wholesaling, Third Party Distribution, Tax & Legal Issues, Public Speaking, Marketing, Training, Compliance, New Product Launch, Pricing, Financial Services, Disability Insurance

Education
University of Arkansas at Little Rock, William H. Bowen School of Law   1985 — 1988
JD, Law

Arkansas Tech University   1980 — 1984
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Brenda LaBar Brenda LaBar Redlands, California Details
Brenda LaBar's MetLife, Premier Client Group Experience 2013 - Present
Job Financial Services Rep
Industry Financial Services
Experience
MetLife Premier Client Group  2013 - Present
Chase Investment Services  2010 - August 2013
Citigroup  2005 - 2010

Skills
Investments, Retirement Planning, Wealth Management, Series 7, Investment Advisory, Mutual Funds, Portfolio Management, Strategic Financial..., Securities, Financial Services, Financial Analysis, Equities, Banking, Fixed Income, Series 63, Asset Management, Asset Allocation

Education
Southern Adventist University

Stephanie Anavim Stephanie Anavim Greater Los Angeles Area Details
Stephanie Anavim's MetLife, Premier Client Group Experience October 2015 - Present
Job Managing Sales Director at MetLife
Industry Financial Services
Experience
MetLife Premier Client Group  October 2015 - Present
MetLife Investors  April 2014 - September 2015
KIPP  January 2013 - January 2014
Morgan Stanley Smith Barney  January 2011 - August 2012
Morgan Stanley Smith Barney  December 2007 - January 2011
Morgan Stanley Smith Barney  December 2005 - December 2007

Skills
Leadership, Investments, Portfolio Management, Financial Modeling, Asset Allocation, Management, Strategic Financial..., Financial Analysis, Asset Management, Microsoft Excel, Problem Solving, Investment Management, Product Management, Business Strategy, Due Diligence, Social Media, Consulting, Finance, Financial Planning

Education
UCLA Anderson School of Management
Master of Business Administration (MBA)

University of Southern California
B.S, Business Administration and Management, Finance

Beverly High

Dianna Hilgendorf Dianna Hilgendorf Clarkston, Michigan Details
Dianna Hilgendorf's MetLife, Premier Client Group Experience September 2011 - February 2014
Job Financial Advisor
Industry Financial Services
Experience
MassMutual Southeast Michigan  February 2014 - October 2014
MetLife Premier Client Group  September 2011 - February 2014
Primerica  February 2004 - February 2011

Skills
Retirement Planning, Protection Strategies, Tax Saving Strategies, Wealth Transfer..., Investment Strategies, Financial Analysis, Budgeting and Cash Flow...

Education
Baker College of Flint   1984 — 1989
Bachelor of Business Administration (BBA), Accounting

Baker College of Flint   1982 — 1988
Bachelor's degree, Accounting and Business/Management

Devin Wooten Devin Wooten New York, New York Details
Devin Wooten's MetLife, Premier Client Group Experience June 2015 - August 2015
Job Attended University at Albany, SUNY
Industry
Experience
Medline Medical Transportation   August 2010 - Present
MetLife Premier Client Group  June 2015 - August 2015
Lids  June 2009 - August 2009
Horizon Blue Cross Blue Shield of New Jersey  June 2007 - January 2008

Education
University at Albany, SUNY   2006 — 2010

University at Albany, State University of New York   2006 — 2010
Bachelor of Arts, History; American History

Kimball Union Academy   2005 — 2006

Saint Joseph Regional High School   2001 — 2005