Mutual of Omaha Financial Advisors
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Mutual of Omaha Financial Advisors Employees
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
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
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
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
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
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
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
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
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
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