Mutual of Omaha Financial Advisors

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Mutual of Omaha Financial Advisors Employees

Employee
Years
Job
Industry
Stan Hawkins CLU®, CRC® Stan Hawkins CLU®, CRC® Asheville, North Carolina Area Details
Stan Hawkins CLU®, CRC®'s Mutual of Omaha Financial Advisors Experience November 2007 - Present
Job Certified Retirement Counselor®
Industry Financial Services
Experience
Mutual of Omaha Financial Advisors   November 2007 - Present
Hawk Indoor air, Inc.   December 1998 - January 2007
Nations Financial Services / Bank of America   September 1995 - December 1998
TranSouth Financial Corp   January 1976 - September 1995

Skills
Retirement Planning, Employee Benefits, Strategic Planning, Small Business, IRAs, 401k, Pensions, Business, Investment Advisor..., Management, Life Insurance, Disability Insurance, Income Protection, Fixed Income Strategies, Fixed Annuities, Variable Annuities, Long Term Care Insurance, Health Insurance, Medicare Advantage, Medicare Prescription...

Education
The American College   2009 — 2013
Chartered Life Underwriter Designation, CLU, Advanced Insurance & Risk Management

Asheville-Buncombe Technical Community College   2001 — 2002
Certificate, Real Estate

UNC- Asheville   1975 — 1976

Georgia Perimeter College   1974 — 1975

Paige Gullotti Paige Gullotti Buffalo/Niagara, New York Area Details
Paige Gullotti's Mutual of Omaha Financial Advisors Experience April 2012 - August 2015
Job Director of Operations & Client Solutions
Industry Management Consulting
Experience
Catapult Inc.  August 2015 - Present
Mutual of Omaha Financial Advisors   April 2012 - August 2015
Pediatric & Adolescent Urgent Care of WNY   August 2010 - January 2014
Mutual of Omaha  August 2009 - April 2012
Commons Cafe (Student run cafe at Medaille College)   December 2009 - December 2010

Skills
Recruiting, Insurance, Marketing, Leadership, Training, Microsoft Excel, Access, Public Speaking, Time Management, Customer Service, Management, Microsoft Office, Accounting, Financial Analysis, Event Planning, Disability Insurance, PowerPoint, Employee Training, Budget, iMovie, Sales Presentations, Presentation Development, Written & Oral..., Teleconferencing, Relationship Management, Building Relationships, Sales, Interviews, Strategic Planning

Education
Medaille College   2011 — 2012
Master of Science (M.S.), Accounting

Medaille College   2007 — 2011
Bachelor of Science (B.S.), Accounting/Business Administration

Jamestown High School   2003 — 2007
High School

Nick Billups Nick Billups Iowa City, Iowa Area Details
Nick Billups's Mutual of Omaha Financial Advisors Experience April 2012 - Present
Job Training Recruiting Specialist at Mutual of Omaha Financial Advisors
Industry Financial Services
Experience
Mutual of Omaha Financial Advisors   April 2012 - Present
Northwestern Mutual  2010 - 2011
Shamrock Solutions Inc.   2008 - 2009

Education
Clarion University of Pennsylvania   2005 — 2010

North Scott High School

Adrien Voellinger Adrien Voellinger Iowa City, Iowa Details
Adrien Voellinger's Mutual of Omaha Financial Advisors Experience May 2013 - December 2013
Job Teaching Assistant at The University of Iowa Henry B. Tippie College of Business
Industry Financial Services
Experience
University of Iowa - Henry B. Tippie College of Business  August 2015 - Present
Morgan Stanley  May 2015 - August 2015
The University of Iowa - Krause Fund  January 2015 - May 2015
New York University  July 2014 - August 2014
AEGON USA Investment Management  January 2014 - August 2014
Mutual of Omaha Financial Advisors   May 2013 - December 2013
TaxACT  November 2012 - April 2013
Private Contractor  May 2012 - August 2012

Skills
Microsoft Excel, Accounting, Microsoft Word, Insurance, PowerPoint, Teamwork, Microsoft Office, Leadership, Financial Accounting, Data Analysis, Public Speaking, Customer Acquisition, Portfolio Management, Equities, Equity Research, Equity Trading, Equity Valuation, DCF Valuation, Financial Modeling, M&A analysis, M&A Modeling, HTML, CSS, JavaScript, Strategy, Game Theory

Education
University of Iowa - Henry B. Tippie College of Business
Bachelor of Business Administration (BBA), Finance, Economics; Minor: Computer Science

Wahlert Catholic High School   2007 — 2011

Chris Wagner ChFC® Chris Wagner ChFC® Greater Omaha Area Details
Chris Wagner ChFC®'s Mutual of Omaha Financial Advisors Experience May 2004 - Present
Job Retirement Plan Consultant/Financial Advisor at Mutual of Omaha Financial Advisors
Industry Financial Services
Experience
Mutual of Omaha  June 2015 - Present
Mutual of Omaha Financial Advisors   May 2004 - Present
Mutual of Omaha Financial Advisors   February 2011 - June 2015
Mutual of Omaha Financial Advisors   September 2008 - January 2011

Skills
Leadership, Insurance, Investments, Training, Management, Qualified Retirement..., Income Protection, Personal Budgeting, Long Term Care Insurance, Disability Insurance, Life Insurance, Retirement Savings, Coaching, Recruiting, Financial Services

Education
The American College   2011 — 2014
Chartered Financial Consultant®

The American College   2005 — 2014
Life Underwriter Training Fellow Council, Insurance and Investements

Midland Lutheran College   2000 — 2004
Bachelor of Business Administration (BBA), Marketing

West Point Central Catholic   1996 — 2000

Jordan Holzfaster Jordan Holzfaster Paxton, Nebraska Details
Jordan Holzfaster's Mutual of Omaha Financial Advisors Experience January 2015 - Present
Job Marketing Intern at Mutual of Omaha
Industry Marketing and Advertising
Experience
Mutual of Omaha Financial Advisors   January 2015 - Present

Skills
Organization, Moderate Spanish..., Exceptional People..., Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint

Education
University of Nebraska-Lincoln   2012 — 2016
Bachelor of Science in Marketing and Management (BBA), Marketing, Management and Operations

Prev. Paxton High School   2008 — 2012

Drew Dau Drew Dau Spirit Lake, Iowa Details
Drew Dau's Mutual of Omaha Financial Advisors Experience January 2015 - Present
Job Representative at Mutual of Omaha
Industry Higher Education
Experience
Mutual of Omaha - Financial Advisors  January 2015 - Present
Dry Dock of Okoboji   May 2014 - January 2015
Riverside Technologies Inc.  May 2013 - August 2014
Morningside College  May 2010 - August 2011
Emerald Hills Golf Club   May 2005 - September 2008

Skills
Higher Education, Public Speaking, Research, Teaching, Social Media, Microsoft Office, PowerPoint, Event Planning, Student Affairs, Editing, Microsoft Word, Customer Service, Grant Writing, Microsoft Excel, Public Relations, Fundraising, Curriculum Development, Community Outreach, Instructional Design, Curriculum Design

Education
Morningside College   2009 — 2014
Bachelor of Business Administration (B.B.A.)

Spirit Lake High   2005 — 2010
high school diploma

John Parrish John Parrish Phoenix, Arizona Area Details
John Parrish's Mutual of Omaha Financial Advisors Experience October 2013 - Present
Job Financial Advisor at Mutual of Omaha Financial Advisors
Industry Financial Services
Experience
Mutual of Omaha Financial Advisors   October 2013 - Present
AXA Advisors  April 2010 - September 2013
Parrish Management Consulting   October 2008 - April 2010
Yavapai-Prescott Indian Tribe  April 2009 - July 2009
SRP-MIC   January 2000 - June 2008
Rural Metro Corporation  September 1988 - October 1999

Education
Northwestern University - Kellogg School of Management   1976 — 1977
Masters of Management, Finance & Policy

Utah State University   1975 — 1976
BS, Finance and Economics

Oberlin College   1969 — 1971

Jonathan Twidwell Jonathan Twidwell Kansas City, Missouri Area Details
Jonathan Twidwell's Mutual of Omaha Financial Advisors Experience March 2011 - November 2014
Job Financial Advisor at Cornerstone Wealth Management
Industry Financial Services
Experience
Cornerstone Wealth Management  December 2014 - Present
Catholic Foundation of Northeast Kansas   January 2012 - Present
Mutual of Omaha Financial Advisors   March 2011 - November 2014
Mutual of Omaha  September 2009 - March 2011
BKD, LLP  January 2007 - September 2009
Great West Casualty Company  May 2006 - December 2006
Great West Casualty  2006 - 2006
CSG Systems  May 2003 - August 2004

Skills
Insurance, Employee Benefits

Education
Creighton University School of Law   2004 — 2007
J.D., Law

Creighton University   2000 — 2004
BSBA, Accounting, Finance

Fremont Senior High School   1996 — 2000

Samm Tague Samm Tague Greater St. Louis Area Details
Samm Tague's Mutual of Omaha Financial Advisors Experience March 1992 - Present
Job Mutual of Omaha Financial Advisor helping individuals, families, & business owners reach their financial goals.
Industry Financial Services
Experience
Mutual of Omaha Financial Advisors   March 1992 - Present
John Hancock Financial Services  September 1976 - March 1992
Commerce Bank  June 1975 - September 1976
Greater St. Louis Area Council Boy Scouts of America  1973 - 1974

Skills
Fixed Annuities, Disability Insurance, Long-Term Care Insurance, Long-Term Care, IRAs, Roth IRA, Retirement Planning, Wealth Accumulation..., Life Insurance, 401k, Universal Life, Critical Illness, Retirement, Term Life Insurance, Financial Advisory, 401k Rollovers, Mutual Funds, Financial Planners, Estate Planning, Whole Life, Insurance, Permanent Life Insurance, Health Insurance

Education
University of Missouri-Columbia
Forestry