Money Management Educators
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Money Management Educators Employees
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
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.)
Money Management Educators March 2002 - Present
Education
The American College 2004 — 2011
CLU, ChFC, CASL, Financial Services & Estate Planning
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
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
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
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
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
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
Money Management Educators September 2008 - Present
Skills
Public Speaking, Problem Solving, Dream Manager
Education
Pepperdine University 1984 — 1989
Bachelor of Science, Accounting
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
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
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