Money Management Educators

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Money Management Educators Employees

Employee
Years
Job
Industry
Allison Gillis, ChFC, CLU Allison Gillis, ChFC, CLU Boise, Idaho Area Details
Allison Gillis, ChFC, CLU's Money Management Educators Experience April 2010 - June 2012
Job Financial Adviser at Dater Gillis Wealth Strategies
Industry Financial Services
Experience
Dater Gillis Wealth Strategies   July 2014 - Present
New York Life Insurance Company  March 2007 - Present
NYLIFE Securities LLC  March 2007 - Present
Money Management Educators   April 2010 - June 2012
W&H Pacific  October 2005 - May 2007
Next IT  March 2003 - August 2005

Education
The American College   2010 — 2012
Chartered Financial Consultant, Financial Planning and Services

Gonzaga University   2000 — 2004
Bachelor of Science, Civil Engineering and Entrepreneurial Leadership

Molly Kulinsky Molly Kulinsky Greater Chicago Area Details
Molly Kulinsky's Money Management Educators Experience 2011 - Present
Job Human Resources Program Coordinator at Money Management Educators
Industry Education Management
Experience
Money Management Educators   2011 - Present
Carterville Unit School District #5   2005 - 2010
Northbrook District 27   2004 - 2005
Vi, formerly known as Classic Residence by Hyatt  2001 - 2003
Hill & Knowlton, Inc.   2000 - 2001
Fleishman-Hillard  2000 - 2000

Education
National-Louis University
Master of Education (M.Ed.)

Emory University
Bachelor of Arts (B.A.)

D. Brent Agee CLU, ChFC, CASL D. Brent Agee CLU, ChFC, CASL Roseville, California Details
D. Brent Agee CLU, ChFC, CASL's Money Management Educators Experience March 2002 - Present
Job Financial Adviser at Brent Agee Financial & Insurance Services
Industry Financial Services
Experience
Money Management Educators   March 2002 - Present

Education
The American College   2004 — 2011
CLU, ChFC, CASL, Financial Services & Estate Planning

David Kikoen, LUTCF, CLTC David Kikoen, LUTCF, CLTC Greater Chicago Area Details
David Kikoen, LUTCF, CLTC's Money Management Educators Experience March 2011 - Present
Job Money Management Educators
Industry Financial Services
Experience
Money Management Educators   March 2011 - Present
Frankfort Martial Arts   1986 - Present
NYLIFE Securities LLC  April 2009 - March 2012
Equifirst Corporation (Barclays Capital)   2004 - April 2009
EquiFirst  2004 - 2009

Skills
Retirement Planning, Insurance, Estate Planning, Retirement, Life Insurance, Leadership, Mutual Funds, 401k, Management, Sales, Long Term Care Insurance, Selling, New Business Development, Health Insurance, Securities

Education
Northern Illinois University   1976 — 1980
BS, Business Management

Debora Clark Debora Clark Dallas/Fort Worth Area Details
Debora Clark's Money Management Educators Experience June 2006 - Present
Job Money Management Educators
Industry Education Management
Experience
Money Management Educators   June 2006 - Present
Trinity Episcopal Church, Fort Worth, TX   March 1982 - Present

Skills
Financial Education, Finance, Employee Benefits, Human Resources, Money Management, Public Speaking, Teaching, Curriculum Design, Leadership, Editing, Piano, Music, Nonprofits, PowerPoint, Microsoft Office

Education
University of North Texas   1977 — 1981
Master of Music, Organ Performance

Oberlin College   1972 — 1976
Bachelor of Music, Piano & Organ Performance

Craig Willeke, LUTCF, CLTC Craig Willeke, LUTCF, CLTC Lincoln, Nebraska Area Details
Craig Willeke, LUTCF, CLTC's Money Management Educators Experience October 2014 - Present
Job President at Willeke Financial Group, LLC
Industry Financial Services
Experience
Money Management Educators   October 2014 - Present
BNI  2004 - Present
Lincoln Chamber of Commerce  March 2003 - Present
Willeke Financial Group, LLC   2003 - Present

Education
Rockhurst University   1994 — 1997
M.O.T., Occupational Therapy

Nebraska Wesleyan University   1989 — 1993
B.S., Psychology, Business

David Bearden David Bearden Tucson, Arizona Details
David Bearden's Money Management Educators Experience April 2014 - Present
Job Money Management Educators
Industry Financial Services
Experience
Money Management Educators   April 2014 - Present

Skills
Finance, Financial Services, Securities, Retirement, Accounting, Strategic Planning, Public Speaking, Small Business, Management, Social Networking, Sales, Customer Service, Leadership, Nonprofits, Marketing Strategy

Education
San Jose State University   1987 — 1991
Bachelor of Business Administration (BBA), Finance

Todd G. Oldham Todd G. Oldham Greater Chicago Area Details
Todd G. Oldham's Money Management Educators Experience March 2007 - Present
Job Money Management Educators
Industry Financial Services
Experience
Money Management Educators   March 2007 - Present
Guardian Life Insurance Company of America  May 2005 - February 2007
RSA Medical  June 1997 - April 2005
Loyola University Medical Center  July 1993 - June 1996
Loyola University Medical Center  July 1990 - June 1993

Skills
Insurance, Employee Benefits, Finance, Securities, Public Speaking, Financial Education, Healthcare, Financial Services, Accounting, Strategic Planning, Investments, Leadership Development, Long-term Care, Research, Retirement Planning, Team Building

Education
DePaul University   2003 — 2004
CFP, Certified Financial Planner

Wayne State University School of Medicine   1986 — 1990
MD, Medicine

Michigan State University   1984 — 1985
Human Anatomy

Kalamazoo College   1980 — 1984
BA, Health Sciences

Aix-Marseille Université   1982 — 1983
General Studies

Tim Reid Tim Reid Greater Chicago Area Details
Tim Reid's Money Management Educators Experience March 2013 - Present
Job Educational Representative at Money Management Educators
Industry Financial Services
Experience
Money Management Educators   March 2013 - Present
TRR Financial   March 2010 - Present
Bartlett Tree Experts  March 2007 - December 2009
Arborsmith Ltd   June 2005 - February 2007

Skills
Customer Service, Sales, Public Speaking, Management, Marketing, Team Building, Sales Management

Education
DeVry University   2008 — 2010
2010 - BA, Sales and Marketing

Niles North   1993 — 1997
General, General

Jeffrey Scrivner Jeffrey Scrivner Seattle, Washington Details
Jeffrey Scrivner's Money Management Educators Experience September 2008 - Present
Job Instructor at Money Management Educators
Industry Education Management
Experience
Money Management Educators   September 2008 - Present

Skills
Public Speaking, Problem Solving, Dream Manager

Education
Pepperdine University   1984 — 1989
Bachelor of Science, Accounting

Cory Sims Cory Sims Kansas City, Missouri Area Details
Cory Sims's Money Management Educators Experience September 2008 - May 2009
Job Program Manager at Cerner Corporation
Industry Information Technology and Services
Experience
Cerner Corporation  June 2009 - Present
CollegeVisits.org   August 2012 - Present
Cerner Corporation  June 2014 - Present
Cerner Corporation  June 2008 - August 2010
Money Management Educators   September 2008 - May 2009
Ford Motor Company  May 2008 - August 2008

Skills
EMR, Healthcare Consulting, Healthcare Information..., Employee Training, Project Management, Web Design, Creative Writing, Video Production, Copy Editing, Business Travel, Travel Planning, Travel Photography, Agenda Development, Meaningful Use, PowerChart, Dragon Naturally..., CPOE, Yellow Belt, EHR, Training

Education
University of Kansas   2004 — 2009
School; Bachelor of Science, Journalism and Mass Communications; strategic communications, Business and Leadership minors

John S. Wolff John S. Wolff San Francisco Bay Area Details
John S. Wolff's Money Management Educators Experience July 1998 - July 2012
Job CoFounder & Director, Major Accounts at GuideSpark Inc.
Industry Online Media
Experience
GuideSpark, Inc.   2007 - Present
Money Management Educators   July 1998 - July 2012
MFDB Architects   October 1987 - October 1997

Skills
Benefits Education, New Hire Orientation..., Open Enrollment Videos, Benefits Communications..., Total Rewards Education, Leaves Of Absence, HSA Education, HRA Education, Employee Financial..., Health Savings Accounts, Open Enrollment, FMLA, Onboarding, Healthcare..., Paid Time Off (PTO)..., Internal Communications, Employee Benefits

Education
California Polytechnic State University-San Luis Obispo   1978 — 1981
BS, Architecture and Environmental Design

San Jose State University
Journalism

E. Michael Gillmor, CFP® E. Michael Gillmor, CFP® Cleveland/Akron, Ohio Area Details
E. Michael Gillmor, CFP®'s Money Management Educators Experience Senior EducatorMoney Management EducatorsSeptember 2007 - Present
Job Senior Educator at Money Management Educators
Industry Education Management
Experience
Money Management Educators   Senior EducatorMoney Management EducatorsSeptember 2007 - Present

Skills
Curriculum Development, Educational Leadership, Higher Education, Teacher Training, Tutoring, E-Learning, Instructional Design, Adult Education, Research, Educational Technology, Staff Development

Education
John Carroll University