Mutual of Omaha Investor Services

Description

Address: Omaha, NE 68175 Hours: Closed ⋅ Opens 9AM Thursday9AM–7PMFriday9AM–7PMSaturdayClosedSundayClosedMonday9AM–7PMTuesday9AM–7PMWednesday9AM–7PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (402) 351-5770: : : : Place name: Website: : Category: : Website: https://www.mutualofomaha.com/investments Category: Insurance agency 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. · Own this business?

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Mutual of Omaha Investor Services Employees

Employee
Years
Job
Industry
Brooke Barnes Brooke Barnes Fresno, California Details
Brooke Barnes's Mutual of Omaha Investor Services Experience June 2006 - Present
Job Financial Advisor at Mutual of Omaha Investor Services
Industry Financial Services
Experience
Mutual of Omaha Investor Services   June 2006 - Present
Northwestern Mutual Financial Services  September 2001 - June 2006

Education
California State University Fresno   2000 — 2003
Bachelor of Science (B.S.), Business Adminstration, Finance

Fresno City College   1998 — 2000
General Education

Kristen Papucci Kristen Papucci Brookfield, Connecticut Details
Kristen Papucci's Mutual of Omaha Investor Services Experience 2012 - Present
Job Registered Representative
Industry Insurance
Experience
Mutual of Omaha Investor Services   2012 - Present
H & R Block  2011 - April 2013
Health Net  May 2006 - March 2010
Health Net  January 1999 - May 2006
Health Net  January 2001 - January 2005
Health Net  January 1999 - January 2001
Health Net  January 1996 - January 1999
Health Net  January 1991 - January 1996
Health Net  January 1990 - January 1991

Skills
Insurance, Health Insurance, Disability Insurance, Underwriting, Fixed Annuities, Access, Long-term Care, Microsoft Excel, Life Insurance, Microsoft Word, Analysis, Managed Care, Finance, Licensed Life Insurance..., Word 2007, Access 2007, Excel 2007, Quickbooks, Wordpress

Education
Western Connecticut State University   1995 — 1998
MHA, Health Administration

University of Central Florida   1988 — 1989
B.S., Liberal Arts

Scott Sylvainus Scott Sylvainus Bethlehem, Pennsylvania Details
Scott Sylvainus's Mutual of Omaha Investor Services Experience January 2013 - Present
Job Financial Advisor at Mutual of Omaha Investor Services
Industry Insurance
Experience
Mutual of Omaha Investor Services   January 2013 - Present
Mutual of Omaha Investor Services   July 2012 - Present
Mutual of Omaha  July 2011 - Present
Upper Nazareth Township   October 2003 - Present
Northampton County Republican Committee   January 2009 - Present
Le Tip Northampton County   September 2011 - December 2013

Skills
Insurance, Disability Insurance, Estate Planning, Retirement Planning, 401k, Personal Financial..., Mutual Funds, Traditional IRA, 401k Rollovers, Long Term Care, Employee Benefits, Annuities, Roth IRA, Self Directed IRA, Group Benefit Plans, College Education..., Buy-sell Agreements, Fixed Annuities, Long-term Care

Education
Easton High School

Lehigh University
Computer Engineering

Heather Halas CMFC Heather Halas CMFC Buffalo/Niagara, New York Area Details
Heather Halas CMFC's Mutual of Omaha Investor Services Experience April 2015 - Present
Job Helping you grow a successful career.
Industry Financial Services
Experience
Mutual of Omaha Investor Services   April 2015 - Present
Mutual of Omaha Investor Services   September 2008 - Present
LakeShore Savings Bank   June 2007 - June 2010

Skills
Insurance, Universal Life, Term Life Insurance, Disability Insurance, Fixed Annuities, Long-term Care, Life Insurance, Retirement Planning, Critical Illness, Medicare, Retirement

Education
University at Buffalo   2004 — 2008
Bachelor, Accounting

College for Financial Planning
Chartered Mutual Fund Counselor

Janelle Herman Janelle Herman Greater Omaha Area Details
Janelle Herman's Mutual of Omaha Investor Services Experience 2005 - 2007
Job Operations Manager at Javlin Capital
Industry Financial Services
Experience
Javlin Capital   September 2013 - Present
McCarthy Capital Corporation  February 2009 - August 2013
Mutual of Omaha Investor Services   2005 - 2007
Mutual of Omaha  1996 - 2005

Skills
Financial Analysis

Education
Creighton University   1988 — 1990
Psychology

University of Nebraska at Omaha
BS, Exercise Physiology

Michael Sherman Michael Sherman Greater New York City Area Details
Michael Sherman's Mutual of Omaha Investor Services Experience February 2010 - Present
Job Registered Representative at Mutual of Omaha Investor Services, Inc.
Industry Insurance
Experience
Mutual of Omaha Investor Services   February 2010 - Present

Education
Pace University - Lubin School of Business

William D. Lape, CRC William D. Lape, CRC Shippensburg, Pennsylvania Details
William D. Lape, CRC's Mutual of Omaha Investor Services Experience September 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
Mutual of Omaha Investor Services   September 2009 - Present
Mutual of Omaha  February 2007 - Present
Fisher Auto Parts  October 1990 - September 2006
Boswell Service Center   May 1978 - September 1990

Skills
Retirement Planning, Roth IRA, Employee Benefits, Business Planning, Family Business, Public Speaking, Fixed Annuities, Life Insurance, Income Protection, Community Organizing, Retirement, Strategic Financial..., Term Life Insurance, Retirement Plan..., Retirement Income..., Annuities, Financial Advisory, Financial Analysis, Buy-sell Agreements, Charitable Gift Planning, Disability Insurance, Critical Illness, IRAs, Universal Life, 401k Rollovers, 401k, Long-term Care, Financial Planners, Long Term Care Insurance, Whole Life, Permanent Life Insurance, Wealth Accumulation, Retirement Savings, Variable Annuities, Wealth Accumulation...

Education
Indiana University of Pennsylvania   1973 — 1975

North Star High School   1967 — 1973

Michael Herman, ChFC Michael Herman, ChFC Greater Denver Area Details
Michael Herman, ChFC's Mutual of Omaha Investor Services Experience May 1987 - Present
Job President at Golden Wealth Solutions Inc
Industry Financial Services
Experience
Golden Wealth Solutions, Inc   May 1987 - Present
Mutual of Omaha Investor Services   May 1987 - Present

Education
Metropolitan State University of Denver

Shawn Marmarou Shawn Marmarou Greater Philadelphia Area Details
Shawn Marmarou's Mutual of Omaha Investor Services Experience May 2010 - June 2013
Job Financial Services Representative with TD Bank
Industry Financial Services
Experience
TD Bank  June 2013 - Present
Mutual of Omaha Investor Services   May 2010 - June 2013
TD Bank  September 2005 - May 2010

Skills
Insurance, Life Insurance, Business Development, Disability Insurance, Financial Services, Retirement Planning, Fixed Annuities, Term Life Insurance, IRAs, Retirement, 401k, Strategic Financial..., Whole Life, Estate Planning, Universal Life, Wealth Management, Wealth, Roth IRA, Mortgage Lending, Wealth Accumulation, Investments, Long-term Care, Finance, Mutual Funds, 401k Rollovers, General Insurance, Sales, Banking, Loans, Permanent Life Insurance, Medicare, Series 6, Licensed Life, Series 63, Key Person Insurance, Customer Service, Buy-sell Agreements, Account Management, Leadership, Asset Allocation

Education
Stockton University   2000 — 2004
B.A., Criminal Justice

Amber Steege Amber Steege Tulsa, Oklahoma Area Details
Amber Steege's Mutual of Omaha Investor Services Experience December 2001 - March 2008
Job Vice President, Mortgage Credit Risk Analysis Manager at BOK Financial
Industry Financial Services
Experience
BOK Financial  March 2012 - Present
First National Bank of Omaha  March 2008 - February 2012
Omaha Jaycees   January 2009 - December 2009
Omaha Jaycees   January 2008 - December 2008
Mutual of Omaha Investor Services   December 2001 - March 2008
Omaha Jaycees   January 2007 - December 2007
Omaha Jaycees   January 2006 - December 2006
Pioneer Investments  May 2000 - November 2001

Skills
SQL, Report Writing, Management Consulting, Performance Consulting, Data Analysis, Microsoft Office, SQL Server, Budgets, Leadership, Management, Microsoft SQL Server, Positive Can-do Attitude

Education
Concordia University, Nebraska   1996 — 2000
Bachelor of Science, Business Administration, Minor in Mathematics

University of Nebraska at Omaha
MBA

Anna Wiebusch - Lemieux Anna Wiebusch - Lemieux Omaha, Nebraska Details
Anna Wiebusch - Lemieux's Mutual of Omaha Investor Services Experience September 2013 - Present
Job Senior Administrative Assistant with Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha Investor Services   September 2013 - Present
Sorin Group USA  August 2011 - April 2013
Sorin Group USA, Inc.   October 2007 - August 2011
Arbonne International  2004 - 2007
VIASYS Healthcare  January 2000 - September 2004
The University of Colorado Health Sciences Center   January 1992 - January 2000

Skills
Marketing Strategy, Marketing Communications, Positive Team Player, Positive Personality, Highly detail oriented, Organized Multi-tasker, Team-oriented, Dependable Team Player, Process Focused, Medical Devices, Operating Room, Software Documentation, Training, Customer Service, Customer Satisfaction, Sales Management, CRM, Marketing, Sales, Time Management, Sales Operations, Negotiation, Event Management, Product Launch, Cross-functional Team..., Market Development, Pricing, Capital Equipment, Product Marketing, Operations Management, Networking, Event Planning, Team Building, Teamwork

Education
Red Rocks Community College   1990 — 1991

Bill Hoelzel Bill Hoelzel Greater Philadelphia Area Details
Bill Hoelzel's Mutual of Omaha Investor Services Experience November 2012 - Present
Job Mutual of Omaha Representative
Industry Financial Services
Experience
Mutual of Omaha Investor Services   November 2012 - Present
RBC Wealth Management  March 2009 - October 2012
JB Hanauer  December 1999 - October 2009
Regional Brokers Inc   September 1996 - December 1999
Citi  1992 - 1996

Skills
Strategic Financial..., Fixed Income, Insurance, Wealth Management..., Life Insurance, Investment Advisory, Retirement Planning, Retirement

Education
University of Notre Dame   1988 — 1991

Cranbrook Kingswood   1988 — 1988
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program

Claire Learch Claire Learch Greater Omaha Area Details
Claire Learch's Mutual of Omaha Investor Services Experience January 1991 - May 1996
Job Utilities
Industry Utilities
Experience
Utilities  January 2013 - Present
TD Ameritrade  October 2011 - 2012
Transgenomic, Inc.   July 2007 - September 2011
Innowave   1996 - 2007
Mutual of Omaha Investor Services   January 1991 - May 1996
HDR  1987 - 1991

Skills
Human Resources, Employee Benefits, Employee Relations, Benefits Administration, Talent Acquisition, College Recruiting, Applicant Tracking..., Deferred Compensation, Talent Management, HRIS, Succession Planning, Personnel Management, Workforce Planning, Onboarding, PeopleSoft, FMLA

Education
University of Nebraska at Omaha
Bachelor

Chip Hano Chip Hano Greater Boston Area Details
Chip Hano's Mutual of Omaha Investor Services Experience June 2009 - July 2013
Job Catalyst Funds & USA Mutuals
Industry Financial Services
Experience
Catalyst Mutual Funds   September 2013 - Present
Infinity Capital Partners   August 2013 - July 2014
Mutual of Omaha Investor Services   June 2009 - July 2013
Phoenix Investment Partners  January 2008 - July 2010
Transamerica  2006 - 2008
Allianz Global Investors (PIMCO & Allianz Funds)   1995 - 2000
PIMCO Advisors Distributors LLC   1995 - 2000

Skills
Financial Advisory, Alternative Investments, Separately Managed..., Mutual Funds, Asset Allocation, Series 7, Series 63, Hedge Funds, Retirement Planning, Account Management, Sales, Investment Strategies, ETFs, Venture Capital, Private Equity, Wealth Management

Education
University of Massachusetts, Amherst   1987 — 1991
BA, Economics

Chad Heidzig Chad Heidzig Greater Omaha Area Details
Chad Heidzig's Mutual of Omaha Investor Services Experience May 2013 - Present
Job Operations Supervisor at Mutual of Omaha Investor Services
Industry Financial Services
Experience
Mutual of Omaha Investor Services   May 2013 - Present
Mutual of Omaha Investor Services   June 2011 - May 2013
Legent Clearing  March 2008 - June 2011

Skills
Investments, Wealth Management, Operations Management, Electronic Trading, Series 7, Series 63, Series 24, Series 4, Series 53, Series 9/10, Trading, Equities, Mutual Funds, Options Strategies, Security Operations, Securities, FINRA

Education
University of Nebraska-Lincoln   1992 — 1997
Bachelor of Science (B.S.), Finance

Linda Berens Linda Berens Greater Omaha Area Details
Linda Berens's Mutual of Omaha Investor Services Experience April 2013 - Present
Job Advertising Review Compliance Consultant at Mutual of Omaha Investor Services Member FINRA/SIPC
Industry Financial Services
Experience
Mutual of Omaha Investor Services   April 2013 - Present
Securities America, Inc. Member FINRA/SIPC   February 2008 - March 2013

Skills
Series 7, Series 24, Series 63, Series 65

Education
Bellevue University

Matthew Geis Matthew Geis Topeka, Kansas Details
Matthew Geis's Mutual of Omaha Investor Services Experience September 2015 - Present
Job Registered Representative & Insurance Advisor Mutual of Omaha Investor Services
Industry Financial Services
Experience
Mutual of Omaha Investor Services   September 2015 - Present
Mutual of Omaha  September 2014 - Present

Skills
Life Insurance, Health Insurance, Underwriting, Property & Casualty..., Term Life Insurance, Insurance, Customer Service, Disability Insurance, Retirement Planning, Saving for Education, Investments

Education
The University of Kansas   2004 — 2009
Bachelor of Science, Accounting (B.S.), Finance (B.S.)