Michigan Financial Companies
Description
Address: 28411 Northwestern Hwy #1300, Southfield, MI 48034 Hours: Open ⋅ Closes 6PM Thursday8AM–6PMFriday8AM–6PMSaturdayClosedSundayClosedMonday8AM–6PMTuesday8AM–6PMWednesday8AM–6PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (248) 663-4700Category: : : : : : Place name: Website: : Website: http://www.michiganfinancial.com/ Category: Financial Institution 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 question See all questions (1) Popular times Thursdays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place.Not enough data yet for Thursdays : 12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayNot enough data yet for ThursdaysClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Michigan Financial Companies Posting publicly on the Web Write a review Reviews 1 Google review Latest PostsPosts from Michigan Financial Companies View previous posts on Google
Michigan Financial Companies List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Michigan Financial Companies. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Michigan Financial Companies Employees
Employee
Years
Job
Industry
Scott Davis, CFP, ChFC, CLU Scott Davis, CFP, ChFC, CLU's Michigan Financial Companies Experience August 1996 - Present
Job at
Industry Financial Services
Experience
Michigan Financial Companies August 1996 - Present
Education
University of Michigan 1989 — 1993
Bachelors Degree, Economics
Michigan Financial Companies August 1996 - Present
Education
University of Michigan 1989 — 1993
Bachelors Degree, Economics
Lawrence Stack Lawrence Stack's Michigan Financial Companies Experience March 2000 - Present
Job Vice President of Financial Planning at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies March 2000 - Present
Barazsu & Cross Financial Services, L.L.C. January 2011 - Present
NAIFA 2001 - 2002
Prudential Financial March 1992 - February 2000
Prudential Financial February 1986 - March 1992
Prudential Financial February 1982 - February 1986
Skills
Retirement Planning, Investment Portfolio, Executive Compensation..., Fixed Annuities, Disability Insurance, Estate Planning, Long-term Care
Education
The American College 2005 — 2010
Masters, Science of Financial Services
The American College 1992 — 1996
Fellow- Life Underwriting Training Council (LUTCF)
The American College 1985 — 1989
Chartered Financial Consultant (ChFC), Financial Services
The American College 1985 — 1989
Chartered Life Underwriter (CLU), Financial Services
Oakland University 1978 — 1979
Political Science
Macomb Community College 1975 — 1977
Associates, Mathematics, Business Administration
Michigan Financial Companies March 2000 - Present
Barazsu & Cross Financial Services, L.L.C. January 2011 - Present
NAIFA 2001 - 2002
Prudential Financial March 1992 - February 2000
Prudential Financial February 1986 - March 1992
Prudential Financial February 1982 - February 1986
Skills
Retirement Planning, Investment Portfolio, Executive Compensation..., Fixed Annuities, Disability Insurance, Estate Planning, Long-term Care
Education
The American College 2005 — 2010
Masters, Science of Financial Services
The American College 1992 — 1996
Fellow- Life Underwriting Training Council (LUTCF)
The American College 1985 — 1989
Chartered Financial Consultant (ChFC), Financial Services
The American College 1985 — 1989
Chartered Life Underwriter (CLU), Financial Services
Oakland University 1978 — 1979
Political Science
Macomb Community College 1975 — 1977
Associates, Mathematics, Business Administration
Alex Biasutto's Michigan Financial Companies Experience December 2014 - May 2015
Job Recruiter at Aerotek
Industry Staffing and Recruiting
Experience
Aerotek June 2015 - Present
Michigan Financial Companies December 2014 - May 2015
McDowell & Associates May 2011 - December 2014
LA Fitness November 2013 - November 2014
Retrospective Gear November 2012 - May 2014
Accent Group May 2013 - October 2013
Red Robin August 2012 - May 2013
Skills
Retrospectives, Marketing, Retail Design, Graphic Design, Motivation, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Microsoft Office, 401k, Benchmarking, Customer Service, Event Planning, Financial Analysis, Public Speaking, Time Management, Social Media, Management, Research, Teamwork
Education
University of Michigan-Dearborn 2011 — 2015
Bachelor's Degree, Finance
University of Dayton 2010 — 2011
Bachelor's degree in Finance
University of Detroit Jesuit High School 2006 — 2010
General Studies, 3.5/4.0
Aerotek June 2015 - Present
Michigan Financial Companies December 2014 - May 2015
McDowell & Associates May 2011 - December 2014
LA Fitness November 2013 - November 2014
Retrospective Gear November 2012 - May 2014
Accent Group May 2013 - October 2013
Red Robin August 2012 - May 2013
Skills
Retrospectives, Marketing, Retail Design, Graphic Design, Motivation, Microsoft Word, Microsoft Excel, PowerPoint, Leadership, Microsoft Office, 401k, Benchmarking, Customer Service, Event Planning, Financial Analysis, Public Speaking, Time Management, Social Media, Management, Research, Teamwork
Education
University of Michigan-Dearborn 2011 — 2015
Bachelor's Degree, Finance
University of Dayton 2010 — 2011
Bachelor's degree in Finance
University of Detroit Jesuit High School 2006 — 2010
General Studies, 3.5/4.0
Brian McCabe Brian McCabe's Michigan Financial Companies Experience September 2001 - June 2004
Job Managing Director at AUM Strategies
Industry Financial Services
Experience
AUM Strategies August 2014 - Present
Access Distribution Partners February 2013 - July 2014
Schooner Investment Group LLC February 2009 - January 2013
Munder Capital Management May 2005 - November 2008
Woodworth Financial June 2004 - May 2005
Michigan Financial Companies September 2001 - June 2004
DTE Energy November 1993 - September 2001
Ross Roy Advertising Agency 1991 - 1992
Campbell and Company 1988 - 1991
World Championship Tennis 1987 - 1988
Skills
Account Management, Cross Selling, Marketing, Equities, Investments, Asset Allocation, Marketing Communications, Mutual Funds, Finance, Sales, Financial Advisory, Advertising, Portfolio Management, Investment Management, Investment Strategies, Strategic Financial..., Sales Operations, Management, Financial Services, Corporate Communications, Series 63, Alternative Investments, Financial Planning
Education
Michigan State University 1979 — 1983
James Madison College ~ International Relations
University Liggett
University Liggett
AUM Strategies August 2014 - Present
Access Distribution Partners February 2013 - July 2014
Schooner Investment Group LLC February 2009 - January 2013
Munder Capital Management May 2005 - November 2008
Woodworth Financial June 2004 - May 2005
Michigan Financial Companies September 2001 - June 2004
DTE Energy November 1993 - September 2001
Ross Roy Advertising Agency 1991 - 1992
Campbell and Company 1988 - 1991
World Championship Tennis 1987 - 1988
Skills
Account Management, Cross Selling, Marketing, Equities, Investments, Asset Allocation, Marketing Communications, Mutual Funds, Finance, Sales, Financial Advisory, Advertising, Portfolio Management, Investment Management, Investment Strategies, Strategic Financial..., Sales Operations, Management, Financial Services, Corporate Communications, Series 63, Alternative Investments, Financial Planning
Education
Michigan State University 1979 — 1983
James Madison College ~ International Relations
University Liggett
University Liggett
Mark Woolley, Jr. Mark Woolley, Jr.'s Michigan Financial Companies Experience June 2012 - January 2013
Job Fowler High Precision District Sales Manager, MI & IN
Industry Industrial Automation
Experience
Fowler High Precision September 2015 - Present
MSC Industrial Supply Co. September 2014 - September 2015
MSC Industrial Supply March 2013 - September 2014
Michigan Financial Companies June 2012 - January 2013
Aflac February 2012 - December 2012
Forward Air Inc August 2006 - February 2012
Universal Parking LLC February 2004 - August 2006
Skills
Sales, Small Business, Microsoft Excel, Budgets, Team Leadership, Microsoft Word, Metalworking, Industrial Safety, Industrial Distribution, Metal Fabrication, Inventory Management
Education
Walsh College 2006 — 2016
BBA, Finance
Walsh College 2006 — 2014
Finance
Henry Ford Community College 2003 — 2006
Associates, General Business
Henry Ford Community College 2003 — 2006
Associates, General Business
Fowler High Precision September 2015 - Present
MSC Industrial Supply Co. September 2014 - September 2015
MSC Industrial Supply March 2013 - September 2014
Michigan Financial Companies June 2012 - January 2013
Aflac February 2012 - December 2012
Forward Air Inc August 2006 - February 2012
Universal Parking LLC February 2004 - August 2006
Skills
Sales, Small Business, Microsoft Excel, Budgets, Team Leadership, Microsoft Word, Metalworking, Industrial Safety, Industrial Distribution, Metal Fabrication, Inventory Management
Education
Walsh College 2006 — 2016
BBA, Finance
Walsh College 2006 — 2014
Finance
Henry Ford Community College 2003 — 2006
Associates, General Business
Henry Ford Community College 2003 — 2006
Associates, General Business
Jerad LaParl's Michigan Financial Companies Experience 2011 - Present
Job Registered Representitive at John Hancock Financial Network
Industry Financial Services
Experience
John Hancock Financial Network March 2011 - Present
Michigan Financial Companies 2011 - Present
Sto-Away Storage February 2007 - Present
Skills
Retirement Planning, Mutual Funds, Series 63, Retirement, Fixed Annuities, Wealth Management, Investments, Strategic Financial..., IRAs, 401k, Investment Advisory, Asset Allocation, Life Insurance, Securities, Series 6
Education
Oakland University 2007 — 2010
Bachelor's degree, Finance and Financial Management Services
John Hancock Financial Network March 2011 - Present
Michigan Financial Companies 2011 - Present
Sto-Away Storage February 2007 - Present
Skills
Retirement Planning, Mutual Funds, Series 63, Retirement, Fixed Annuities, Wealth Management, Investments, Strategic Financial..., IRAs, 401k, Investment Advisory, Asset Allocation, Life Insurance, Securities, Series 6
Education
Oakland University 2007 — 2010
Bachelor's degree, Finance and Financial Management Services
Jeffrey Leone Jeffrey Leone's Michigan Financial Companies Experience October 2008 - February 2011
Job Operations and Planning Manager at Burns & Wilcox Kaufman Accelerated Management Program
Industry Insurance
Experience
Burns & Wilcox October 2014 - Present
Burns & Wilcox March 2011 - November 2014
Burns & Wilcox March 2011 - March 2012
Jason Thompson Baseball Tigers January 2010 - October 2011
Michigan Financial Companies October 2008 - February 2011
Kreiner Financial Network July 2008 - October 2008
Skills
Underwriting, Casualty, Commercial Insurance, Property & Casualty..., Insurance, Umbrella Insurance, Legal Liability, Risk Management, Excess, Financial Analysis, Liability, Workers Compensation, Health Insurance, Employment Practices..., Fixed Annuities, D&O, General Insurance, Brokers, Employee Benefits
Education
Kalamazoo College 2004 — 2008
BA, Economics and Business
Capital Normal University 2006 — 2007
Fields of, Economics and Business
Burns & Wilcox October 2014 - Present
Burns & Wilcox March 2011 - November 2014
Burns & Wilcox March 2011 - March 2012
Jason Thompson Baseball Tigers January 2010 - October 2011
Michigan Financial Companies October 2008 - February 2011
Kreiner Financial Network July 2008 - October 2008
Skills
Underwriting, Casualty, Commercial Insurance, Property & Casualty..., Insurance, Umbrella Insurance, Legal Liability, Risk Management, Excess, Financial Analysis, Liability, Workers Compensation, Health Insurance, Employment Practices..., Fixed Annuities, D&O, General Insurance, Brokers, Employee Benefits
Education
Kalamazoo College 2004 — 2008
BA, Economics and Business
Capital Normal University 2006 — 2007
Fields of, Economics and Business
Antony Gillett Antony Gillett's Michigan Financial Companies Experience April 2015 - Present
Job Wealth Strategies Advisor at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies April 2015 - Present
Selik Wealth Management December 2012 - April 2015
WPS Investments, Inc June 2009 - December 2012
Education
Saint Lawrence University
BA, History
Michigan Financial Companies April 2015 - Present
Selik Wealth Management December 2012 - April 2015
WPS Investments, Inc June 2009 - December 2012
Education
Saint Lawrence University
BA, History
Joshua M. Rott Joshua M. Rott's Michigan Financial Companies Experience March 2012 - June 2013
Job Sales and Marketing Representative at Servpro Of Bloomfield
Industry Consumer Services
Experience
Servpro Of Bloomfield May 2015 - Present
Supply line International October 2014 - May 2015
Speedy Auto Service April 2014 - October 2014
Tuffy Walled Lake July 2013 - April 2014
Michigan Financial Companies March 2012 - June 2013
Larsons Insurance Solutions August 2010 - March 2012
American Medical Plans 2010 - 2010
Silver Bullet Stables, llc. 2008 - 2009
Etkin Equities 2007 - 2008
Skills
Business Planning, Training, Marketing Strategy, Strategic Planning, Sales, Organizational..., Sales Management, Marketing Management, Training Programme..., Driving Growth, Operations Management, Employee Benefits, Wealth Management, Insurance, Leadership, Management, Social Media, Customer Service, Marketing, Social Media Marketing, Microsoft Office
Education
Eastern Michigan University
Entrpreneurship, Management
Oakland University
Finance
Western Michigan University
Business Administration
Servpro Of Bloomfield May 2015 - Present
Supply line International October 2014 - May 2015
Speedy Auto Service April 2014 - October 2014
Tuffy Walled Lake July 2013 - April 2014
Michigan Financial Companies March 2012 - June 2013
Larsons Insurance Solutions August 2010 - March 2012
American Medical Plans 2010 - 2010
Silver Bullet Stables, llc. 2008 - 2009
Etkin Equities 2007 - 2008
Skills
Business Planning, Training, Marketing Strategy, Strategic Planning, Sales, Organizational..., Sales Management, Marketing Management, Training Programme..., Driving Growth, Operations Management, Employee Benefits, Wealth Management, Insurance, Leadership, Management, Social Media, Customer Service, Marketing, Social Media Marketing, Microsoft Office
Education
Eastern Michigan University
Entrpreneurship, Management
Oakland University
Finance
Western Michigan University
Business Administration
Doug Dawe Doug Dawe's Michigan Financial Companies Experience February 2010 - Present
Job Investment Advisor Representative, Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies February 2010 - Present
Primerica Financial Services May 2008 - February 2010
Quiznos 2004 - 2008
Beckett Associates April 1994 - July 2003
Education
Colorado College 1989 — 1993
BS, Political Science
Michigan Financial Companies February 2010 - Present
Primerica Financial Services May 2008 - February 2010
Quiznos 2004 - 2008
Beckett Associates April 1994 - July 2003
Education
Colorado College 1989 — 1993
BS, Political Science
Sue Sage Oehler Sue Sage Oehler's Michigan Financial Companies Experience January 2004 - October 2007
Job Owner/Partner at Sage Studios, LLC
Industry Photography
Experience
C O Photos Owner/PartnerSage Studios, LLCJune 2011 - Present
Rx Catering November 2007 - Present
Michigan Financial Companies January 2004 - October 2007
Skills
Digital Photography, Photography, Event Planning, Event Photography, Social Media, Social Media Marketing, Portrait Photography, Social Networking, Creative Direction
Education
Macomb Community College 1980 — 1984
Associates, Business Management
C O Photos Owner/PartnerSage Studios, LLCJune 2011 - Present
Rx Catering November 2007 - Present
Michigan Financial Companies January 2004 - October 2007
Skills
Digital Photography, Photography, Event Planning, Event Photography, Social Media, Social Media Marketing, Portrait Photography, Social Networking, Creative Direction
Education
Macomb Community College 1980 — 1984
Associates, Business Management
Nicholas Valenti, CFP®'s Michigan Financial Companies Experience August 2009 - October 2011
Job Investment Advisor Representative at Platinum Wealth Solutions of Texas
Industry Financial Services
Experience
Platinum Wealth Solutions of Texas October 2011 - Present
Michigan Financial Companies August 2009 - October 2011
Michigan Financial Companies May 2007 - August 2008
Skills
Finance, Financial Services, Insurance, Investments, Fixed Annuities, Securities, Small Business, Retirement Planning, Retirement, Wealth Management, Financial Planning, Portfolio Management, Strategy, Mutual Funds
Education
Albion College 2005 — 2009
Communications, Communications and Business Management
Platinum Wealth Solutions of Texas October 2011 - Present
Michigan Financial Companies August 2009 - October 2011
Michigan Financial Companies May 2007 - August 2008
Skills
Finance, Financial Services, Insurance, Investments, Fixed Annuities, Securities, Small Business, Retirement Planning, Retirement, Wealth Management, Financial Planning, Portfolio Management, Strategy, Mutual Funds
Education
Albion College 2005 — 2009
Communications, Communications and Business Management
Lori Susalla Oancea Lori Susalla Oancea's Michigan Financial Companies Experience October 2010 - Present
Job Executive Director, Success Systems, Training & Development at Michigan Financial Companies, Signator Investors Inc.
Industry Financial Services
Experience
Michigan Financial Companies, Signator Investors Inc. December 2014 - Present
Michigan Financial Companies October 2010 - Present
New York Life Insurance Company May 2006 - October 2010
general practice 1990 - 2005
Unum 1995 - 2002
Education
University of Detroit Mercy School of Law 1987 — 1990
J.D., Law
University of Michigan 1981 — 1985
B.A., Economics
Michigan Financial Companies, Signator Investors Inc. December 2014 - Present
Michigan Financial Companies October 2010 - Present
New York Life Insurance Company May 2006 - October 2010
general practice 1990 - 2005
Unum 1995 - 2002
Education
University of Detroit Mercy School of Law 1987 — 1990
J.D., Law
University of Michigan 1981 — 1985
B.A., Economics
Jaclyn Theodore's Michigan Financial Companies Experience May 2009 - April 2013
Job Relationship Manager at Coastal Federal Credit Union
Industry Financial Services
Experience
Coastal Federal Credit Union April 2013 - Present
Michigan Financial Companies May 2009 - April 2013
MuniVest Financial Group March 2010 - July 2010
AXA Equitable October 2005 - May 2009
Arden Companies May 2005 - October 2005
ABN AMRO March 2003 - March 2005
Skills
Business Strategy, Business Process..., Business Planning, Operations Management, Strategic Planning, Analysis, Project Management, Process Improvement, Product Development, Consulting, Regulatory Compliance, Strategic Financial..., Financial Planning, Wealth Management, Estate Planning, Insurance, Leadership, Asset Management, Investments, Retirement Planning, Budget Management, Employee Benefits, Defined Benefit, Budgets, Risk Management, Sales Management, Reporting Metrics, Sales, Consumer Lending, Underwriting, Mortgage Lending, Credit, Customer Service, Marketing, Microsoft Excel, Negotiation, Coaching, Awesomeness, Long-term Customer..., Multi-task & Handle..., Time Management, Customer Retention
Education
Eastern Michigan University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General, 3.306
Coastal Federal Credit Union April 2013 - Present
Michigan Financial Companies May 2009 - April 2013
MuniVest Financial Group March 2010 - July 2010
AXA Equitable October 2005 - May 2009
Arden Companies May 2005 - October 2005
ABN AMRO March 2003 - March 2005
Skills
Business Strategy, Business Process..., Business Planning, Operations Management, Strategic Planning, Analysis, Project Management, Process Improvement, Product Development, Consulting, Regulatory Compliance, Strategic Financial..., Financial Planning, Wealth Management, Estate Planning, Insurance, Leadership, Asset Management, Investments, Retirement Planning, Budget Management, Employee Benefits, Defined Benefit, Budgets, Risk Management, Sales Management, Reporting Metrics, Sales, Consumer Lending, Underwriting, Mortgage Lending, Credit, Customer Service, Marketing, Microsoft Excel, Negotiation, Coaching, Awesomeness, Long-term Customer..., Multi-task & Handle..., Time Management, Customer Retention
Education
Eastern Michigan University 1998 — 2002
Bachelor of Science (B.S.), Business Administration and Management, General, 3.306
Donald Hes Donald Hes's Michigan Financial Companies Experience October 2010 - April 2015
Job Financial Specialist at PNC Financial Services
Industry Financial Services
Experience
PNC Financial Services May 2015 - Present
Michigan Financial Companies October 2010 - April 2015
New York Life Insurance Company September 2002 - October 2010
Sign-A-Rama September 1996 - June 2002
Education
The American College 2007 — 2008
LUTCF, Finance, General
Western Michigan University 1979 — 1983
Bachelor of Business Administration (BBA), International Business
Western Michigan University 1979 — 1983
Bachelor of Arts (B.A.), German and Economics
PNC Financial Services May 2015 - Present
Michigan Financial Companies October 2010 - April 2015
New York Life Insurance Company September 2002 - October 2010
Sign-A-Rama September 1996 - June 2002
Education
The American College 2007 — 2008
LUTCF, Finance, General
Western Michigan University 1979 — 1983
Bachelor of Business Administration (BBA), International Business
Western Michigan University 1979 — 1983
Bachelor of Arts (B.A.), German and Economics
Adam Walsh, CFP® Adam Walsh, CFP®'s Michigan Financial Companies Experience May 2004 - Present
Job Executive Director of Financial Planning at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies May 2004 - Present
American Express Financial Advisors August 2003 - March 2004
Education
Western Michigan University - Haworth College of Business 2002 — 2004
BBA, Personal Financial Planning
Oakland University 2000 — 2001
Finance
Troy high school
Michigan Financial Companies May 2004 - Present
American Express Financial Advisors August 2003 - March 2004
Education
Western Michigan University - Haworth College of Business 2002 — 2004
BBA, Personal Financial Planning
Oakland University 2000 — 2001
Finance
Troy high school
Sean R. Sherrod Sean R. Sherrod's Michigan Financial Companies Experience April 2014 - Present
Job Wealth Strategies Advisor at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies April 2014 - Present
Upstream Investment Partners, LLC October 2013 - April 2014
Bakalis Financial May 2013 - September 2013
PFS Investments May 2012 - May 2013
Synthes April 1996 - March 2012
Forest Pharmaceuticals October 1994 - March 1996
Forest Pharmaceuticals December 1992 - September 1994
Skills
SR 7, 65, 63, 6 and..., Sales, Investments, Financial Planning, Strategic Planning, Medical Devices, Healthcare, Sales Management, Retirement Planning, Leadership, Customer Service
Education
Michigan State University 1988 — 1992
Psychology
Okemos High School 1984 — 1988
Michigan Financial Companies April 2014 - Present
Upstream Investment Partners, LLC October 2013 - April 2014
Bakalis Financial May 2013 - September 2013
PFS Investments May 2012 - May 2013
Synthes April 1996 - March 2012
Forest Pharmaceuticals October 1994 - March 1996
Forest Pharmaceuticals December 1992 - September 1994
Skills
SR 7, 65, 63, 6 and..., Sales, Investments, Financial Planning, Strategic Planning, Medical Devices, Healthcare, Sales Management, Retirement Planning, Leadership, Customer Service
Education
Michigan State University 1988 — 1992
Psychology
Okemos High School 1984 — 1988
Blaire James Blaire James's Michigan Financial Companies Experience April 2013 - Present
Job New Business Case Manager at Michigan Financial Companies
Industry Marketing and Advertising
Experience
Michigan Financial Companies April 2013 - Present
Sphinx Petroleum October 2010 - April 2013
Cancer Services September 2009 - June 2010
Skills
Fundraising, Marketing, Management, Nonprofits, New Business Development, Social Networking, Event Planning, Program Management
Education
Northwood University 2005 — 2010
Bachelor, Business Administration; Advertising & Marketing/Management
Michigan Financial Companies April 2013 - Present
Sphinx Petroleum October 2010 - April 2013
Cancer Services September 2009 - June 2010
Skills
Fundraising, Marketing, Management, Nonprofits, New Business Development, Social Networking, Event Planning, Program Management
Education
Northwood University 2005 — 2010
Bachelor, Business Administration; Advertising & Marketing/Management
Karl R. Carter Karl R. Carter's Michigan Financial Companies Experience July 2010 - March 2014
Job Executive Recruiter at Thunder Bay Resources, LLC
Industry Staffing and Recruiting
Experience
Thunder Bay Resources, LLC February 2015 - Present
LME Resources, LLC March 2014 - January 2015
Michigan Financial Companies July 2010 - March 2014
Thrivent Financial for Lutherans 2003 - 2010
Talent Path 2000 - 2003
Acro Service Corp 1997 - 2000
Livernois Engineering Company 1985 - 1997
Skills
Technical Recruiting, Contract Recruitment, IT Recruitment, Internet Recruiting, Recruiting, Management, Sales Management, Team Building, Leadership, Wealth Management, Strategic Planning, Process Improvement, Finance, Life Insurance, Risk Management, Insurance, Employee Benefits, Coaching, Disability Insurance, Cross-functional Team..., Customer Service, Temporary Placement, Temporary Staffing, New Hire Training, Talent Acquisition, Training, Human Resources, Staffing Services, Staff Retention, Sourcing, Hiring, Hiring Practices, Technical Hiring, Hiring Trends, Permanent Placement, Permanent Staffing, Staff Augmentation, Technical Staff..., Staff Development, Executive Search, Employee Relations, Screening, Compensation & Benefit, Benefits Negotiation, Executive Sales..., Resume Writing, Screening Resumes, Corporate Recruiting, Interviews, New Business Development
Education
Davenport University 1992 — 1993
BBA, Management
LaSalle High School 1969 — 1973
Thunder Bay Resources, LLC February 2015 - Present
LME Resources, LLC March 2014 - January 2015
Michigan Financial Companies July 2010 - March 2014
Thrivent Financial for Lutherans 2003 - 2010
Talent Path 2000 - 2003
Acro Service Corp 1997 - 2000
Livernois Engineering Company 1985 - 1997
Skills
Technical Recruiting, Contract Recruitment, IT Recruitment, Internet Recruiting, Recruiting, Management, Sales Management, Team Building, Leadership, Wealth Management, Strategic Planning, Process Improvement, Finance, Life Insurance, Risk Management, Insurance, Employee Benefits, Coaching, Disability Insurance, Cross-functional Team..., Customer Service, Temporary Placement, Temporary Staffing, New Hire Training, Talent Acquisition, Training, Human Resources, Staffing Services, Staff Retention, Sourcing, Hiring, Hiring Practices, Technical Hiring, Hiring Trends, Permanent Placement, Permanent Staffing, Staff Augmentation, Technical Staff..., Staff Development, Executive Search, Employee Relations, Screening, Compensation & Benefit, Benefits Negotiation, Executive Sales..., Resume Writing, Screening Resumes, Corporate Recruiting, Interviews, New Business Development
Education
Davenport University 1992 — 1993
BBA, Management
LaSalle High School 1969 — 1973
Mike Luna, CPA Mike Luna, CPA's Michigan Financial Companies Experience September 2009 - August 2010
Job Chief Financial Officer at Hantz Bank
Industry Financial Services
Experience
Hantz Bank August 2010 - Present
Michigan Financial Companies September 2009 - August 2010
Mersino Dewatering December 2008 - June 2009
Arcadia Resources, Inc. October 2007 - December 2008
Banking April 2003 - October 2007
Law Firm December 2000 - April 2003
Elias Brothers September 1999 - December 2000
BDO Seidman, LLP & Crowe Chizek 1995 - 1999
Skills
GAAP, Accounting, SEC filings, Finance, Auditing, Financial Reporting, Budgets, Strategic Financial..., Financial Accounting, Tax, Financial Analysis, Internal Controls, Sarbanes-Oxley Act
Education
Michigan State University 1991 — 1995
Bachelors of Science, Accounting
Hantz Bank August 2010 - Present
Michigan Financial Companies September 2009 - August 2010
Mersino Dewatering December 2008 - June 2009
Arcadia Resources, Inc. October 2007 - December 2008
Banking April 2003 - October 2007
Law Firm December 2000 - April 2003
Elias Brothers September 1999 - December 2000
BDO Seidman, LLP & Crowe Chizek 1995 - 1999
Skills
GAAP, Accounting, SEC filings, Finance, Auditing, Financial Reporting, Budgets, Strategic Financial..., Financial Accounting, Tax, Financial Analysis, Internal Controls, Sarbanes-Oxley Act
Education
Michigan State University 1991 — 1995
Bachelors of Science, Accounting
Elizabeth (Hojna) Foster Elizabeth (Hojna) Foster's Michigan Financial Companies Experience September 2010 - December 2013
Job Vice President of Marketing at Insignia Financial Company
Industry Marketing and Advertising
Experience
Insignia Financial Company January 2015 - Present
Platinum Wealth Solutions Chicago LLC December 2013 - December 2014
Michigan Financial Companies September 2010 - December 2013
FUSE Communication August 2007 - November 2008
FUSE Communication 2006 - August 2007
Entertainment Publications 2000 - September 2006
Skills
Marketing Communications, Newsletter Production, Writing, Community Relations, Social Media Marketing, Social Media Development, Social Networking, Marketing Strategy, Internal Communications, Interviewing, Brand Development, Brand Awareness, Website Development, Brochures, Photoshop, Illustrator, Dreamweaver, InDesign, Adobe Creative Suite, XHTML, CCS, Community Development, Social Media, Marketing, Direct Mail, Web Design, Facebook, CRM, Email Marketing, Logo Design, Integrated Marketing, Advertising, WordPress, Online Marketing, Direct Marketing
Education
Oakland University 1989 — 1991
Bachelor of Arts
Specs Howard School 2011 — 2012
Bowling Green State University 1987 — 1989
Insignia Financial Company January 2015 - Present
Platinum Wealth Solutions Chicago LLC December 2013 - December 2014
Michigan Financial Companies September 2010 - December 2013
FUSE Communication August 2007 - November 2008
FUSE Communication 2006 - August 2007
Entertainment Publications 2000 - September 2006
Skills
Marketing Communications, Newsletter Production, Writing, Community Relations, Social Media Marketing, Social Media Development, Social Networking, Marketing Strategy, Internal Communications, Interviewing, Brand Development, Brand Awareness, Website Development, Brochures, Photoshop, Illustrator, Dreamweaver, InDesign, Adobe Creative Suite, XHTML, CCS, Community Development, Social Media, Marketing, Direct Mail, Web Design, Facebook, CRM, Email Marketing, Logo Design, Integrated Marketing, Advertising, WordPress, Online Marketing, Direct Marketing
Education
Oakland University 1989 — 1991
Bachelor of Arts
Specs Howard School 2011 — 2012
Bowling Green State University 1987 — 1989
Meaghin Hornsby's Michigan Financial Companies Experience June 2009 - Present
Job Administrative Assistant at Michigan Financial Companies
Industry International Affairs
Experience
Michigan Financial Companies June 2009 - Present
Education
University of Michigan 2012 — 2015
Wayne State University 2013 — 2014
Michigan Financial Companies June 2009 - Present
Education
University of Michigan 2012 — 2015
Wayne State University 2013 — 2014
Sara (Hemmings) Fox's Michigan Financial Companies Experience March 2015 - Present
Job Currently seeking new opportunities in the Financial Services Industry
Industry Financial Services
Experience
Michigan Financial Companies March 2015 - Present
Jackson October 2012 - June 2014
Colorado State University January 2011 - January 2012
Colorado State University August 2008 - May 2011
Starbucks January 2007 - January 2009
University of Arizona August 2006 - July 2007
University of Northern Colorado August 2006 - July 2007
Skills
Chartered Retirement..., Series 7, Series 65, Series 63, Series 6, Finance, Insurance, Sales, Variable Annuities, Equity Indexed Annuities, Fixed Annuities, Leadership, Coaching, Marketing, Management, Social Media, Microsoft Office
Education
Colorado State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Arizona 2007 — 2008
Business, Physiology, Nutrition
University of Northern Colorado 2006 — 2007
Michigan Financial Companies March 2015 - Present
Jackson October 2012 - June 2014
Colorado State University January 2011 - January 2012
Colorado State University August 2008 - May 2011
Starbucks January 2007 - January 2009
University of Arizona August 2006 - July 2007
University of Northern Colorado August 2006 - July 2007
Skills
Chartered Retirement..., Series 7, Series 65, Series 63, Series 6, Finance, Insurance, Sales, Variable Annuities, Equity Indexed Annuities, Fixed Annuities, Leadership, Coaching, Marketing, Management, Social Media, Microsoft Office
Education
Colorado State University 2008 — 2011
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Arizona 2007 — 2008
Business, Physiology, Nutrition
University of Northern Colorado 2006 — 2007
Kristen Stack Kristen Stack's Michigan Financial Companies Experience June 2013 - Present
Job Director of Marketing Development at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies June 2013 - Present
Michigan Financial Companies June 2012 - June 2013
B&C Financial Services June 2012 - August 2012
B&C Financial Services May 2011 - September 2011
Michigan Financial Companies May 2010 - September 2010
Michigan Financial Companies May 2009 - September 2009
Vectech Pharmaceutical Consultants April 2007 - August 2008
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Business Administration, Finance
University of Michigan 2008 — 2009
Bachelor of Business Administration (B.B.A.), The Stephen M. Ross School of Business
Michigan Financial Companies June 2013 - Present
Michigan Financial Companies June 2012 - June 2013
B&C Financial Services June 2012 - August 2012
B&C Financial Services May 2011 - September 2011
Michigan Financial Companies May 2010 - September 2010
Michigan Financial Companies May 2009 - September 2009
Vectech Pharmaceutical Consultants April 2007 - August 2008
Education
University of Michigan - Stephen M. Ross School of Business 2008 — 2012
Business Administration, Finance
University of Michigan 2008 — 2009
Bachelor of Business Administration (B.B.A.), The Stephen M. Ross School of Business
Chris Lowry Chris Lowry's Michigan Financial Companies Experience April 2008 - Present
Job Director of Retirement Strategies at Retirement Strategies of Michigan
Industry Financial Services
Experience
Michigan Financial Companies April 2008 - Present
Wells Fargo Financial June 2007 - February 2008
Skills
Retirement Income..., 401k Rollovers, Succession Planning, Group 401k Plans, Small Business...
Education
Alma College 2003 — 2007
Business Administration, Finance & Marketing
Dakota High School
Michigan Financial Companies April 2008 - Present
Wells Fargo Financial June 2007 - February 2008
Skills
Retirement Income..., 401k Rollovers, Succession Planning, Group 401k Plans, Small Business...
Education
Alma College 2003 — 2007
Business Administration, Finance & Marketing
Dakota High School
Andy Behm's Michigan Financial Companies Experience September 2005 - Present
Job Financial Advisor at JHFN
Industry Financial Services
Experience
Michigan Financial Companies September 2005 - Present
Vista Maria 2009 - 2014
Skills
Investments, Estate Planning, Financial Services, Finance, Financial Analysis, Risk Management, Strategic Planning, Business Development, Retirement Planning, Sales Management, Financial Planners, New Business Development, Account Management, Asset Management, Long-term Care, Retirement, Security, Asset Managment, Financial Modeling, Leadership
Education
University of Michigan 1992 — 1996
BS
Michigan Financial Companies September 2005 - Present
Vista Maria 2009 - 2014
Skills
Investments, Estate Planning, Financial Services, Finance, Financial Analysis, Risk Management, Strategic Planning, Business Development, Retirement Planning, Sales Management, Financial Planners, New Business Development, Account Management, Asset Management, Long-term Care, Retirement, Security, Asset Managment, Financial Modeling, Leadership
Education
University of Michigan 1992 — 1996
BS
Bill Counts's Michigan Financial Companies Experience October 2014 - Present
Job Registered Representative at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies October 2014 - Present
BC Consulting LLC November 2012 - Present
Skills
Consulting, Solution Selling, Business Planning, Start-ups, Financial Planners, Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Financial Analysis, Project Planning
Education
Wayne State University
MBA, Information Technology Management
Alma College
BA, History
Michigan Financial Companies October 2014 - Present
BC Consulting LLC November 2012 - Present
Skills
Consulting, Solution Selling, Business Planning, Start-ups, Financial Planners, Insurance, Retirement Planning, Fixed Annuities, Disability Insurance, Long Term Care Insurance, Financial Analysis, Project Planning
Education
Wayne State University
MBA, Information Technology Management
Alma College
BA, History
James Itsell James Itsell's Michigan Financial Companies Experience January 2011 - Present
Job Registered Representative at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies January 2011 - Present
New York Life Insurance Company December 2006 - December 2010
Education
Michigan State University 1997 — 2000
Bachelor's, Finance
Michigan Financial Companies January 2011 - Present
New York Life Insurance Company December 2006 - December 2010
Education
Michigan State University 1997 — 2000
Bachelor's, Finance
Brian Minjares Brian Minjares's Michigan Financial Companies Experience July 2014 - Present
Job Registered Representative for Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies July 2014 - Present
AccueData March 2010 - May 2014
Minuteman International October 2006 - November 2008
Proactive Wealth Management, LLC July 2004 - September 2006
AXA Advisors June 1993 - September 2004
Education
Lawrence Technological University 1988 — 1993
Marketing
Michigan Financial Companies July 2014 - Present
AccueData March 2010 - May 2014
Minuteman International October 2006 - November 2008
Proactive Wealth Management, LLC July 2004 - September 2006
AXA Advisors June 1993 - September 2004
Education
Lawrence Technological University 1988 — 1993
Marketing
James Gianakopoulos's Michigan Financial Companies Experience September 1979 - Present
Job Retirement Advisor at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies September 1979 - Present
Skills
Fixed Annuities, Estate Planning, Retirement Planning, Insurance, Retirement, Investments, Wealth Management, Disability Insurance, IRAs, Strategic Financial..., Life Insurance, Long-term Care, Small Business
Education
Macomb Community College
The American College
CLU,ChFC
Michigan Financial Companies September 1979 - Present
Skills
Fixed Annuities, Estate Planning, Retirement Planning, Insurance, Retirement, Investments, Wealth Management, Disability Insurance, IRAs, Strategic Financial..., Life Insurance, Long-term Care, Small Business
Education
Macomb Community College
The American College
CLU,ChFC
Bill Schoof's Michigan Financial Companies Experience August 1986 - Present
Job Michigan Financial Companies
Industry Insurance
Experience
Michigan Financial Companies August 1986 - Present
Education
Oakland University 1982 — 1986
Michigan Financial Companies August 1986 - Present
Education
Oakland University 1982 — 1986
Kim Stine's Michigan Financial Companies Experience August 2004 - Present
Job Vice President Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies August 2004 - Present
Education
Oakland University
Bachelor of Science (BS), Business Administration and Management, General
Michigan Financial Companies August 2004 - Present
Education
Oakland University
Bachelor of Science (BS), Business Administration and Management, General
Rudolph P. Makupson, J.D.'s Michigan Financial Companies Experience May 2015 - Present
Job Registered Representative at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies May 2015 - Present
Northwestern Mutual April 2013 - May 2015
Makupson and Associates, PLC July 2010 - July 2013
Skills
Trials, Courts, Legal Research, Appeals, Legal Writing, Litigation, Criminal Law, Hearings, Civil Litigation, Mediation, Commercial Litigation, Trial Practice, Arbitration, Personal Injury, Family Law, Retirement Planning, Financial Analysis, Disability Insurance, Life Insurance
Education
Wayne State University Law School 2006 — 2009
J.D.
University of Michigan 1999 — 2001
Bachelor of Arts (BA), Psychology
Michigan Financial Companies May 2015 - Present
Northwestern Mutual April 2013 - May 2015
Makupson and Associates, PLC July 2010 - July 2013
Skills
Trials, Courts, Legal Research, Appeals, Legal Writing, Litigation, Criminal Law, Hearings, Civil Litigation, Mediation, Commercial Litigation, Trial Practice, Arbitration, Personal Injury, Family Law, Retirement Planning, Financial Analysis, Disability Insurance, Life Insurance
Education
Wayne State University Law School 2006 — 2009
J.D.
University of Michigan 1999 — 2001
Bachelor of Arts (BA), Psychology
Steve Nazoyan's Michigan Financial Companies Experience January 2015 - Present
Job Investment Advisor Representative at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies January 2015 - Present
AXA Advisors October 2004 - January 2015
AXA Advisors, LLC December 2006 - December 2013
Hantz Financial June 2002 - October 2004
Skills
Retirement Planning, Estate Planning, Personal Financial..., Wealth Management..., Financial Planners, College Savings Plans, Licensed Life & Health...
Education
Michigan State University 1998 — 2002
BA, Finance
Andover High School 1994 — 1998
Michigan Financial Companies January 2015 - Present
AXA Advisors October 2004 - January 2015
AXA Advisors, LLC December 2006 - December 2013
Hantz Financial June 2002 - October 2004
Skills
Retirement Planning, Estate Planning, Personal Financial..., Wealth Management..., Financial Planners, College Savings Plans, Licensed Life & Health...
Education
Michigan State University 1998 — 2002
BA, Finance
Andover High School 1994 — 1998
Andrzej Mendela's Michigan Financial Companies Experience March 2009 - September 2012
Job Associate Director, Financial Planning at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services September 2012 - Present
Michigan Financial Companies March 2009 - September 2012
Citigroup 2004 - 2008
Merrill Lynch 1999 - 2004
Northern Trust 1998 - 1999
Silicon Graphics 1996 - 1997
WJBK - Fox 2 Detroit 1996 - 1996
Education
Michigan State University 1998 — 2002
Master of Arts
Saint Mary's College 1992 — 1996
Liceum Ogolnoksztalcace im. Stanislawa Leszczynskiego 1987 — 1991
Edelman Financial Services September 2012 - Present
Michigan Financial Companies March 2009 - September 2012
Citigroup 2004 - 2008
Merrill Lynch 1999 - 2004
Northern Trust 1998 - 1999
Silicon Graphics 1996 - 1997
WJBK - Fox 2 Detroit 1996 - 1996
Education
Michigan State University 1998 — 2002
Master of Arts
Saint Mary's College 1992 — 1996
Liceum Ogolnoksztalcace im. Stanislawa Leszczynskiego 1987 — 1991
Patrick Lukasik, CLU, ChFC's Michigan Financial Companies Experience November 1975 - Present
Job Financial Consultant at Michigan Financial Companies
Industry Insurance
Experience
Michigan Financial Companies November 1975 - Present
Education
University of Michigan-Dearborn 1971 — 1975
BSA, Business Administration
The American College
CLU, ChFC, Chartered Life Underwriter, Chartered Financial Consultant
Michigan Financial Companies November 1975 - Present
Education
University of Michigan-Dearborn 1971 — 1975
BSA, Business Administration
The American College
CLU, ChFC, Chartered Life Underwriter, Chartered Financial Consultant
Paul Alekman's Michigan Financial Companies Experience 2012 - Present
Job Financial Advisor at Michigan Financial Companies
Industry Insurance
Experience
Michigan Financial Companies 2012 - Present
AAA Michigan 1994 - 2012
Skills
Financial Planning, Business Continuation, Key Person Insurance, Universal Life, Investments, Term Life Insurance, Strategic Financial..., Business
Education
Brooklyn Law School 1964 — 1967
JD, Law
Baruch College 1960 — 1964
BBA, Accounting and Finance
Michigan Financial Companies 2012 - Present
AAA Michigan 1994 - 2012
Skills
Financial Planning, Business Continuation, Key Person Insurance, Universal Life, Investments, Term Life Insurance, Strategic Financial..., Business
Education
Brooklyn Law School 1964 — 1967
JD, Law
Baruch College 1960 — 1964
BBA, Accounting and Finance
Vincent Frabotta's Michigan Financial Companies Experience September 2006 - May 2010
Job President at V. Frabotta Financial, LLC
Industry Financial Services
Experience
V. Frabotta Financial, LLC May 2010 - Present
Michigan Financial Companies September 2006 - May 2010
Cambridge Consulting Group August 2001 - August 2006
Skills
Investments, Hold Series 7, Series 66, Life Insurance, Annuity Sales, Health Insurance, Disability Insurance, 401k Rollovers
Education
Cornell University 1997 — 2001
Bachelor of Business Administration (BBA)
V. Frabotta Financial, LLC May 2010 - Present
Michigan Financial Companies September 2006 - May 2010
Cambridge Consulting Group August 2001 - August 2006
Skills
Investments, Hold Series 7, Series 66, Life Insurance, Annuity Sales, Health Insurance, Disability Insurance, 401k Rollovers
Education
Cornell University 1997 — 2001
Bachelor of Business Administration (BBA)
Peter Frame's Michigan Financial Companies Experience PrincipalMichigan Financial Companies2009 - 2011
Job Director at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies PrincipalMichigan Financial Companies2009 - 2011
Principal Financial Group 1994 - 2000
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Securities
Education
Michigan State University
BS, Business/Law
Michigan Financial Companies PrincipalMichigan Financial Companies2009 - 2011
Principal Financial Group 1994 - 2000
Skills
Retirement Planning, Wealth Management, Investments, Strategic Financial..., Mutual Funds, Securities
Education
Michigan State University
BS, Business/Law
Therese Hornsby's Michigan Financial Companies Experience March 2006 - March 2013
Job Client Care Specialist bluepearl
Industry Veterinary
Experience
BluePearl Veterinary Partners May 2014 - Present
Quicken Loans March 2013 - September 2013
The Home Depot March 2010 - March 2013
Michigan Financial Companies March 2006 - March 2013
Skills
Insurance, Customer Service, Time Management, Sales
Education
Oakland Community College
Associate's Degree, Education
BluePearl Veterinary Partners May 2014 - Present
Quicken Loans March 2013 - September 2013
The Home Depot March 2010 - March 2013
Michigan Financial Companies March 2006 - March 2013
Skills
Insurance, Customer Service, Time Management, Sales
Education
Oakland Community College
Associate's Degree, Education
Jeff Bearance's Michigan Financial Companies Experience June 2000 - Present
Job Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies June 2000 - Present
Education
Michigan State University 1996 — 2000
Bachelor of Arts, Finance
Michigan Financial Companies June 2000 - Present
Education
Michigan State University 1996 — 2000
Bachelor of Arts, Finance
Irene Andary's Michigan Financial Companies Experience February 2011 - August 2011
Job Attorney at Law
Industry Legal Services
Experience
Andary Insurance Services LLC November 2011 - Present
Michigan Financial Companies February 2011 - August 2011
Adult Well-Being Services December 2005 - February 2011
Skills
Long-term Care, Retirement
Education
University of Michigan-Dearborn 1995 — 1998
Masters, Public Administration
Wayne State University Law School 1981 — 1985
Doctor of Law (JD), Law
Eastern Michigan University 1978 — 1981
Bachelor's Degree, Public Law and Government
Andary Insurance Services LLC November 2011 - Present
Michigan Financial Companies February 2011 - August 2011
Adult Well-Being Services December 2005 - February 2011
Skills
Long-term Care, Retirement
Education
University of Michigan-Dearborn 1995 — 1998
Masters, Public Administration
Wayne State University Law School 1981 — 1985
Doctor of Law (JD), Law
Eastern Michigan University 1978 — 1981
Bachelor's Degree, Public Law and Government