Mutual of Omaha Investor Services, Inc.
Description
Address: Omaha, NE 68175 Hours: Closed ⋅ Opens 9AM Wednesday9AM–7PMThursday9AM–7PMFriday9AM–7PMSaturdayClosedSundayClosedMonday9AM–7PMTuesday9AM–7PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (402) 351-5770Place name: : Category: : : Website: : : : 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?
Mutual of Omaha Investor Services, Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Mutual of Omaha Investor Services, Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Mutual of Omaha Investor Services, Inc. Employees
Employee
Years
Job
Industry
Kevin Lish, CLU, ChFC, LUTCF Kevin Lish, CLU, ChFC, LUTCF's Mutual of Omaha Investor Services, Inc. Experience July 2015 - Present
Job Financial Advisor for Mutual of Omaha Investor Services, Inc.
Industry Insurance
Experience
Mutual of Omaha Investor Services, Inc. July 2015 - Present
Mutual of Omaha March 1997 - July 2015
Mutual of Omaha March 1992 - March 1997
Mutual of Omaha February 1989 - March 1992
Skills
Commercial Insurance, Training, Universal Life, Recruiting, Sales, Community Outreach, Employee Benefits, Marketing, Health Insurance, Life Insurance, Term Life Insurance, Whole Life, Fixed Annuities, Qualified Retirement..., Management, Customer Service, Strategic Planning, Finance, Retirement Planning, Team Building, Event Planning, Public Speaking, Leadership
Education
Idaho State University 1982 — 1985
Bachelor of Business Administration (B.B.A.), Marketing, Accounting, and Finance
Gonzaga University 1980 — 1982
Accounting and Business/Management
Pocatello Senior High School 1977 — 1980
Diploma
Mutual of Omaha Investor Services, Inc. July 2015 - Present
Mutual of Omaha March 1997 - July 2015
Mutual of Omaha March 1992 - March 1997
Mutual of Omaha February 1989 - March 1992
Skills
Commercial Insurance, Training, Universal Life, Recruiting, Sales, Community Outreach, Employee Benefits, Marketing, Health Insurance, Life Insurance, Term Life Insurance, Whole Life, Fixed Annuities, Qualified Retirement..., Management, Customer Service, Strategic Planning, Finance, Retirement Planning, Team Building, Event Planning, Public Speaking, Leadership
Education
Idaho State University 1982 — 1985
Bachelor of Business Administration (B.B.A.), Marketing, Accounting, and Finance
Gonzaga University 1980 — 1982
Accounting and Business/Management
Pocatello Senior High School 1977 — 1980
Diploma
Jedediah Dahl Jedediah Dahl's Mutual of Omaha Investor Services, Inc. Experience July 2014 - June 2015
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Roane State Community College August 2015 - Present
Merrill Lynch July 2015 - Present
Mutual of Omaha Investor Services, Inc. July 2014 - June 2015
SunTrust Bank August 2013 - July 2014
Virginia Intermont College January 2012 - May 2014
East Tennessee State University January 2010 - December 2011
Liberty Tax Services January 2009 - April 2009
Mutual of Omaha November 2006 - November 2008
Skills
Finance, Investments, Financial Analysis, Valuation, Financial Modeling, Microsoft Excel, Corporate Finance, Microsoft Office, Research, Risk Management, Financial Services, Data Analysis, Analysis, Customer Service, Leadership, Portfolio Management, Economics, Public Speaking, PowerPoint, Strategic Financial..., Strategic Planning, Business Valuation, Microsoft Word, Tax, Market Research, Training, Statistics, Monte Carlo Simulation, Eviews, Equity Valuation, Capital Markets, Tax Law, Higher Education, Financial Planning, Quantitative Finance, Faith-Based Investing, Retirement Planning, Life Insurance, Insurance, Estate Planning
Education
East Tennessee State University 2010 — 2012
Masters of Business Administration, Finance, 3.6
East Tennessee State University 2009 — 2009
Bachelor of Science, Interdisciplinary Studies; Finance, History, and Real Estate Finance, 3.98
University of Tennessee-Knoxville 2001 — 2006
History
Roane State Community College August 2015 - Present
Merrill Lynch July 2015 - Present
Mutual of Omaha Investor Services, Inc. July 2014 - June 2015
SunTrust Bank August 2013 - July 2014
Virginia Intermont College January 2012 - May 2014
East Tennessee State University January 2010 - December 2011
Liberty Tax Services January 2009 - April 2009
Mutual of Omaha November 2006 - November 2008
Skills
Finance, Investments, Financial Analysis, Valuation, Financial Modeling, Microsoft Excel, Corporate Finance, Microsoft Office, Research, Risk Management, Financial Services, Data Analysis, Analysis, Customer Service, Leadership, Portfolio Management, Economics, Public Speaking, PowerPoint, Strategic Financial..., Strategic Planning, Business Valuation, Microsoft Word, Tax, Market Research, Training, Statistics, Monte Carlo Simulation, Eviews, Equity Valuation, Capital Markets, Tax Law, Higher Education, Financial Planning, Quantitative Finance, Faith-Based Investing, Retirement Planning, Life Insurance, Insurance, Estate Planning
Education
East Tennessee State University 2010 — 2012
Masters of Business Administration, Finance, 3.6
East Tennessee State University 2009 — 2009
Bachelor of Science, Interdisciplinary Studies; Finance, History, and Real Estate Finance, 3.98
University of Tennessee-Knoxville 2001 — 2006
History
Amey Horse Looking Amey Horse Looking's Mutual of Omaha Investor Services, Inc. Experience 2007 - March 2014
Job Representative Support Specialist
Industry Investment Management
Experience
Mutual of Omaha Investor Services, Inc. 2007 - March 2014
Wells Fargo January 2003 - July 2006
Skills
Retirement Planning, Financial Services, Training, Analysis, IRAs, Variable Annuities, Mutual Funds, Series 6, SERIES 26, 401k
Education
Metropolitan Community College 2012 — 2015
Business Administration and Management, General
Mutual of Omaha Investor Services, Inc. 2007 - March 2014
Wells Fargo January 2003 - July 2006
Skills
Retirement Planning, Financial Services, Training, Analysis, IRAs, Variable Annuities, Mutual Funds, Series 6, SERIES 26, 401k
Education
Metropolitan Community College 2012 — 2015
Business Administration and Management, General
Brandon Powell's Mutual of Omaha Investor Services, Inc. Experience May 2015 - Present
Job Financial Representative for Mutual of Omaha Investor Services, Inc.
Industry Financial Services
Experience
Mutual of Omaha Investor Services, Inc. May 2015 - Present
Mutual of Omaha June 2014 - Present
University of Florida Athletic Association August 2012 - June 2014
Southeastern Conference Media Relations July 2013 - July 2013
University of Florida Athletic Association May 2013 - July 2013
Southeastern Conference Media Relations March 2013 - March 2013
Skills
Public Relations, Event Management, Event Planning, Press Releases, Sports, Marketing Communications, Sports Marketing, Social Media Marketing, Facebook, Sponsorship, Editing, Sports Management, Microsoft Office, Public Speaking, Marketing, Social Networking, Blogging, Corporate Communications, Strategic Communications
Education
University of Florida 2012 — 2014
Bachelor of Arts, Business Administration and Management, General/Sports Management
Mutual of Omaha Investor Services, Inc. May 2015 - Present
Mutual of Omaha June 2014 - Present
University of Florida Athletic Association August 2012 - June 2014
Southeastern Conference Media Relations July 2013 - July 2013
University of Florida Athletic Association May 2013 - July 2013
Southeastern Conference Media Relations March 2013 - March 2013
Skills
Public Relations, Event Management, Event Planning, Press Releases, Sports, Marketing Communications, Sports Marketing, Social Media Marketing, Facebook, Sponsorship, Editing, Sports Management, Microsoft Office, Public Speaking, Marketing, Social Networking, Blogging, Corporate Communications, Strategic Communications
Education
University of Florida 2012 — 2014
Bachelor of Arts, Business Administration and Management, General/Sports Management
Adam Proskovec Adam Proskovec's Mutual of Omaha Investor Services, Inc. Experience November 2013 - Present
Job Manager Securities Supervision at Mutual of Omaha Investor Services
Industry Financial Services
Experience
Mutual of Omaha Investor Services, Inc. November 2013 - Present
Securities America, Inc. Member FINRA/SIPC June 2013 - November 2013
Securities America, Inc. Member FINRA/SIPC March 2011 - June 2013
Securities America, Inc. Member FINRA/SIPC November 2010 - March 2011
Securities America, Inc. Member FINRA/SIPC July 2008 - November 2010
Securities America, Inc. Member FINRA/SIPC November 2007 - October 2008
Skills
Risk, Compliance, Securities, Series 7, Series 24, FINRA, Risk Management, Series 66, Supervisory Skills, AML
Education
University of Nebraska-Lincoln 2000 — 2004
Bachelors, Finance and Accounting
Mutual of Omaha Investor Services, Inc. November 2013 - Present
Securities America, Inc. Member FINRA/SIPC June 2013 - November 2013
Securities America, Inc. Member FINRA/SIPC March 2011 - June 2013
Securities America, Inc. Member FINRA/SIPC November 2010 - March 2011
Securities America, Inc. Member FINRA/SIPC July 2008 - November 2010
Securities America, Inc. Member FINRA/SIPC November 2007 - October 2008
Skills
Risk, Compliance, Securities, Series 7, Series 24, FINRA, Risk Management, Series 66, Supervisory Skills, AML
Education
University of Nebraska-Lincoln 2000 — 2004
Bachelors, Finance and Accounting
Adam I. Brown Adam I. Brown's Mutual of Omaha Investor Services, Inc. Experience 2012 - Present
Job Registered Representative at Mutual of Omaha Investor Services, Inc.
Industry Financial Services
Experience
Mutual of Omaha Investor Services, Inc. 2012 - Present
Colonial Life 2012 - 2013
DBS Financial/Mass Mutual February 2012 - September 2012
Private Academy August 2010 - August 2011
Broward County Schools August 2002 - April 2010
The Walking Company February 2008 - August 2008
Skills
Insurance, Disability Insurance, Recruiting, Leadership, Strategic Planning, Budgets, Financial Services, Staff Development, Public Speaking, Retirement Planning, Small Business, Sales, Team Building, Term Life Insurance, Life Insurance, Long-term Care, Entrepreneurship, Employee Benefits, Coaching, Leadership Development, Educating, Relationship Building, Social Networking, Management, Marketing, Fundraising, Long Term Care Insurance, Training, Finance, Event Planning, Account Management, Business Development, Customer Service, Nonprofits, Non-profits, Public Relations
Education
Florida Atlantic University 2007 — 2011
Master of Education, Educational Leadership
Jewish Theological Seminary of America 1994 — 1996
Masters Degree, Education
Columbia University in the City of New York 1991 — 1994
Bachelors Degree, Religion
Jewish Theological Seminary of America 1991 — 1994
Bachelors Degree, History
Mutual of Omaha Investor Services, Inc. 2012 - Present
Colonial Life 2012 - 2013
DBS Financial/Mass Mutual February 2012 - September 2012
Private Academy August 2010 - August 2011
Broward County Schools August 2002 - April 2010
The Walking Company February 2008 - August 2008
Skills
Insurance, Disability Insurance, Recruiting, Leadership, Strategic Planning, Budgets, Financial Services, Staff Development, Public Speaking, Retirement Planning, Small Business, Sales, Team Building, Term Life Insurance, Life Insurance, Long-term Care, Entrepreneurship, Employee Benefits, Coaching, Leadership Development, Educating, Relationship Building, Social Networking, Management, Marketing, Fundraising, Long Term Care Insurance, Training, Finance, Event Planning, Account Management, Business Development, Customer Service, Nonprofits, Non-profits, Public Relations
Education
Florida Atlantic University 2007 — 2011
Master of Education, Educational Leadership
Jewish Theological Seminary of America 1994 — 1996
Masters Degree, Education
Columbia University in the City of New York 1991 — 1994
Bachelors Degree, Religion
Jewish Theological Seminary of America 1991 — 1994
Bachelors Degree, History
David J Stirrup, FSCP™ David J Stirrup, FSCP™'s Mutual of Omaha Investor Services, Inc. Experience February 2013 - Present
Job Financial Planner at Mutual of Omaha Investor Services, Inc.
Industry Financial Services
Experience
Mutual of Omaha Investor Services, Inc. February 2013 - Present
Mutual of Omaha December 2009 - January 2013
Mutual of Omaha December 2008 - November 2009
Principal Financial Group November 2005 - November 2008
Interroll 1983 - 1998
Skills
Long-term Care, Fixed Annuities, Insurance, Retirement Planning, Leadership, Disability Insurance, Sales, Term Life Insurance, Health Insurance, Investments, Retirement, Estate Planning, Underwriting, Medicare, Strategic Financial..., Public Speaking, Strategic Planning, Business Planning, Life Insurance
Education
Virginia Commonwealth University 1997 — 1999
MBA, FastTrack Executive MBA
Cornell University 1972 — 1976
BS, Mechanical Engineering
St Joseph Regional HS 1972 — 1976
Mutual of Omaha Investor Services, Inc. February 2013 - Present
Mutual of Omaha December 2009 - January 2013
Mutual of Omaha December 2008 - November 2009
Principal Financial Group November 2005 - November 2008
Interroll 1983 - 1998
Skills
Long-term Care, Fixed Annuities, Insurance, Retirement Planning, Leadership, Disability Insurance, Sales, Term Life Insurance, Health Insurance, Investments, Retirement, Estate Planning, Underwriting, Medicare, Strategic Financial..., Public Speaking, Strategic Planning, Business Planning, Life Insurance
Education
Virginia Commonwealth University 1997 — 1999
MBA, FastTrack Executive MBA
Cornell University 1972 — 1976
BS, Mechanical Engineering
St Joseph Regional HS 1972 — 1976
Steven L. White, Jr., LUTCF Steven L. White, Jr., LUTCF's Mutual of Omaha Investor Services, Inc. Experience February 2012 - Present
Job Financial Advisor At Mutual of Omaha Investor Services, Inc.
Industry Financial Services
Experience
Mutual of Omaha Investor Services, Inc. February 2012 - Present
Wealth Strategies Group August 2005 - February 2012
US WEST Marketing Resources January 1988 - March 1995
Skills
Wealth Management, Estate Planning, Life Insurance, Small Business, Income Protection, Income distribution, Public Speaking, Investments, Long Term Care Insurance, Portfolio Management, Risk Management, Finance, Employee Benefits, Strategic Financial..., Financial Services, Strategy, Retirement, Fixed Annuities, Disability Insurance, Term Life Insurance
Education
The American College 2010 — 2012
LUTCF, LIfe Underwrting Training Council Fellowship
University of Maryland University College 1981 — 1983
Business
Mutual of Omaha Investor Services, Inc. February 2012 - Present
Wealth Strategies Group August 2005 - February 2012
US WEST Marketing Resources January 1988 - March 1995
Skills
Wealth Management, Estate Planning, Life Insurance, Small Business, Income Protection, Income distribution, Public Speaking, Investments, Long Term Care Insurance, Portfolio Management, Risk Management, Finance, Employee Benefits, Strategic Financial..., Financial Services, Strategy, Retirement, Fixed Annuities, Disability Insurance, Term Life Insurance
Education
The American College 2010 — 2012
LUTCF, LIfe Underwrting Training Council Fellowship
University of Maryland University College 1981 — 1983
Business
Anthony Engrassia Anthony Engrassia's Mutual of Omaha Investor Services, Inc. Experience July 1992 - Present
Job Owner at Wealth Management Strategies, Inc.
Industry Financial Services
Experience
Wealth Management Strategies, Inc. January 2000 - Present
Mutual of Omaha Investor Services, Inc. July 1992 - Present
Skills
Strategic Freedom..., Income Distribution..., Retirement Planning, Wealth Management, Tax Planning, Investment Advisory, Insurance Planning, Estate Planning, Fixed Annuities, IRAs, Disability Insurance, Long Term Care Insurance, Long-term Care, Term Life Insurance, Retirement, Critical Illness, Roth IRA, Small Business, Life Insurance, Universal Life, Whole Life, 401k, Financial Planners, Wealth Accumulation
Education
University of South Florida
Wealth Management Strategies, Inc. January 2000 - Present
Mutual of Omaha Investor Services, Inc. July 1992 - Present
Skills
Strategic Freedom..., Income Distribution..., Retirement Planning, Wealth Management, Tax Planning, Investment Advisory, Insurance Planning, Estate Planning, Fixed Annuities, IRAs, Disability Insurance, Long Term Care Insurance, Long-term Care, Term Life Insurance, Retirement, Critical Illness, Roth IRA, Small Business, Life Insurance, Universal Life, Whole Life, 401k, Financial Planners, Wealth Accumulation
Education
University of South Florida
Kirk Connelly Kirk Connelly's Mutual of Omaha Investor Services, Inc. Experience June 2008 - Present
Job Financial Representative at Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha Investor Services, Inc. June 2008 - Present
Miller Toyota Scion 2002 - 2008
Alexandria Toyota 1999 - 2002
Navy Federal Credit Union 1989 - 1999
Skills
Life Insurance, Estate Planning, Insurance Planning, Term Life Insurance, Universal Life Insurance, Guaranteed Whole Life..., Fixed Annuities, Annuities, Series 6, Series 63, Long Term Care Insurance, Retirement Planning, 401k Rollovers, 401k's, Individual 401k, Business Planning, Individual Disablity..., Medicare Supplement..., Consultative Selling, Group Disability..., Critical Illness..., Group Critical Illness..., Health Insurance, Group Health Insurance, Accidental Death...
Education
George Mason University 1989 — 1991
Business Mgmt
Northern Virginia Community College 1986 — 1989
Associates, Hotel Restaurant Management
Frederick Douglass High School 1983 — 1986
Mutual of Omaha Investor Services, Inc. June 2008 - Present
Miller Toyota Scion 2002 - 2008
Alexandria Toyota 1999 - 2002
Navy Federal Credit Union 1989 - 1999
Skills
Life Insurance, Estate Planning, Insurance Planning, Term Life Insurance, Universal Life Insurance, Guaranteed Whole Life..., Fixed Annuities, Annuities, Series 6, Series 63, Long Term Care Insurance, Retirement Planning, 401k Rollovers, 401k's, Individual 401k, Business Planning, Individual Disablity..., Medicare Supplement..., Consultative Selling, Group Disability..., Critical Illness..., Group Critical Illness..., Health Insurance, Group Health Insurance, Accidental Death...
Education
George Mason University 1989 — 1991
Business Mgmt
Northern Virginia Community College 1986 — 1989
Associates, Hotel Restaurant Management
Frederick Douglass High School 1983 — 1986
Deb Schachter Deb Schachter's Mutual of Omaha Investor Services, Inc. Experience 1981 - Present
Job Financial Advisor
Industry Financial Services
Experience
Debra Schachter Insurance & Financial Services October 1981 - Present
Mutual of Omaha Investor Services, Inc. 1981 - Present
Education
University of Pennsylvania 1974 — 1979
BA.MS, Education
Debra Schachter Insurance & Financial Services October 1981 - Present
Mutual of Omaha Investor Services, Inc. 1981 - Present
Education
University of Pennsylvania 1974 — 1979
BA.MS, Education
Mike Lisle, ChFC CLU CAP Mike Lisle, ChFC CLU CAP's Mutual of Omaha Investor Services, Inc. Experience September 1997 - Present
Job Owner/Member at Lisle Financial Group LLC
Industry Financial Services
Experience
Lisle Financial Group LLC January 2011 - Present
Mutual of Omaha Investor Services, Inc. September 1997 - Present
Mutual of Omaha December 1985 - September 1997
Skills
Estate Planning, Retirement Income..., Small Business..., Estate Equalization..., Risk Management..., IRAs, 401k, 401k Rollovers, Investment Advisory..., Series 7, Life Insurance
Education
University of Nebraska at Omaha 1981 — 1989
BSBA, Finance
Lisle Financial Group LLC January 2011 - Present
Mutual of Omaha Investor Services, Inc. September 1997 - Present
Mutual of Omaha December 1985 - September 1997
Skills
Estate Planning, Retirement Income..., Small Business..., Estate Equalization..., Risk Management..., IRAs, 401k, 401k Rollovers, Investment Advisory..., Series 7, Life Insurance
Education
University of Nebraska at Omaha 1981 — 1989
BSBA, Finance
Susana L Krieger Susana L Krieger's Mutual of Omaha Investor Services, Inc. Experience November 1998 - September 2007
Job San Diego | Insurance at Social Media at Mutual of Omaha
Industry Insurance
Experience
Mutual of Omaha October 2013 - Present
Mutual of Omaha November 2007 - Present
Mutual of Omaha Investor Services, Inc. November 1998 - September 2007
Garuda Indonesia December 1986 - May 1998
KOREA TRADE CENTER (KOTRA) March 1984 - December 1986
Skills
Career Development, Branding & Identity, Leadership, New Business Development, Strategic Planning
Education
Pomona College 1976 — 1980
Bachelor of Arts (B.A.), Medical Anthropology
UC San Diego Extension 2001 — 2002
Certification-Translation & Interpretation, Linguistics
Mutual of Omaha October 2013 - Present
Mutual of Omaha November 2007 - Present
Mutual of Omaha Investor Services, Inc. November 1998 - September 2007
Garuda Indonesia December 1986 - May 1998
KOREA TRADE CENTER (KOTRA) March 1984 - December 1986
Skills
Career Development, Branding & Identity, Leadership, New Business Development, Strategic Planning
Education
Pomona College 1976 — 1980
Bachelor of Arts (B.A.), Medical Anthropology
UC San Diego Extension 2001 — 2002
Certification-Translation & Interpretation, Linguistics
Gregory Wiesmore Gregory Wiesmore's Mutual of Omaha Investor Services, Inc. Experience May 2012 - Present
Job Registered Representative at Mutual of Omaha Investor Services, Inc.
Industry Insurance
Experience
Mutual of Omaha Investor Services, Inc. May 2012 - Present
New Jersey Rush Soccer Club September 1998 - Present
Rush Soccer March 2014 - Present
Credit Management and Counseling Services, Inc. April 2000 - May 2012
GW Marketing January 2002 - December 2011
Skills
Disability Insurance, Term Life Insurance, Critical Illness, Universal Life, Fixed Annuities, Life Insurance, Whole Life, Long-term Care, Long Term Care Insurance, Retirement Planning, Key Person Insurance, Group Insurance, Permanent Life Insurance, Buy-sell Agreements, Medicare, Income Protection, Wealth Accumulation, College Savings Plans, Employee Benefits, Estate Planning, IRAs, 401k Rollovers, 401k, Financial Planners, Wealth Management..., Roth IRA, Variable Annuities, Wealth Management, Indexed Annuities, Personal Financial..., Retirement Plan..., Strategic Financial...
Education
State University of New York College at Buffalo 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics, 3.4
Mutual of Omaha Investor Services, Inc. May 2012 - Present
New Jersey Rush Soccer Club September 1998 - Present
Rush Soccer March 2014 - Present
Credit Management and Counseling Services, Inc. April 2000 - May 2012
GW Marketing January 2002 - December 2011
Skills
Disability Insurance, Term Life Insurance, Critical Illness, Universal Life, Fixed Annuities, Life Insurance, Whole Life, Long-term Care, Long Term Care Insurance, Retirement Planning, Key Person Insurance, Group Insurance, Permanent Life Insurance, Buy-sell Agreements, Medicare, Income Protection, Wealth Accumulation, College Savings Plans, Employee Benefits, Estate Planning, IRAs, 401k Rollovers, 401k, Financial Planners, Wealth Management..., Roth IRA, Variable Annuities, Wealth Management, Indexed Annuities, Personal Financial..., Retirement Plan..., Strategic Financial...
Education
State University of New York College at Buffalo 1985 — 1989
Bachelor of Applied Science (B.A.Sc.), Business/Managerial Economics, 3.4
Matt Merwald Matt Merwald's Mutual of Omaha Investor Services, Inc. Experience August 2007 - Present
Job Financial Advisor at Mutual of Omaha Investor Services Inc | Life Insurance, Company Retirement, & LongTerm Care
Industry Insurance
Experience
Mutual of Omaha Investor Services, Inc. August 2007 - Present
Skills
Long Term Care Insurance
Education
University of Nebraska-Lincoln 2000 — 2005
Creighton Prep 1996 — 2000
Mutual of Omaha Investor Services, Inc. August 2007 - Present
Skills
Long Term Care Insurance
Education
University of Nebraska-Lincoln 2000 — 2005
Creighton Prep 1996 — 2000
Aida McNamara LUTCF, Financial Advisor's Mutual of Omaha Investor Services, Inc. Experience 1984 - Present
Job Financial Advisor for Mutual of Omaha Investor Services, Inc.
Industry Financial Services
Experience
Eagles' Club February 1984 - Present
Mutual of Omaha Investor Services, Inc. 1984 - Present
Skills
Pension Plan Specialist, Estate Planning, 401k, Business Protection..., Special Needs Planning, Charitable Giving, Health Insurance, Disability Insurance, Life Insurance, Medicare Supplements, Project Planning, Business, Medicare, Strategic Financial..., Retirement Planning, Long-term Care, Insurance, Investments, Employee Benefits, Special Education, Small Business, Investment Advisory, Finance, Financial Advisory, Business Planning, Commercial Insurance, Fixed Annuities, Underwriting, Analysis, Securities, Umbrella Insurance, Term Life Insurance, Brokers, Critical Illness, General Insurance, Property & Casualty..., Mutual Funds, Risk Management, Accident, Portfolio Management, Mortgage Lending, Personal Financial..., Workers Compensation, Whole Life, IRA, SEP & Simples, Wealth Management..., Financial Planning
Education
Harvard Law School 2008 — 2008
Negotiation for Senior Executives
Farah Pahlavi University 1976 — 1980
Economics
Eagles' Club February 1984 - Present
Mutual of Omaha Investor Services, Inc. 1984 - Present
Skills
Pension Plan Specialist, Estate Planning, 401k, Business Protection..., Special Needs Planning, Charitable Giving, Health Insurance, Disability Insurance, Life Insurance, Medicare Supplements, Project Planning, Business, Medicare, Strategic Financial..., Retirement Planning, Long-term Care, Insurance, Investments, Employee Benefits, Special Education, Small Business, Investment Advisory, Finance, Financial Advisory, Business Planning, Commercial Insurance, Fixed Annuities, Underwriting, Analysis, Securities, Umbrella Insurance, Term Life Insurance, Brokers, Critical Illness, General Insurance, Property & Casualty..., Mutual Funds, Risk Management, Accident, Portfolio Management, Mortgage Lending, Personal Financial..., Workers Compensation, Whole Life, IRA, SEP & Simples, Wealth Management..., Financial Planning
Education
Harvard Law School 2008 — 2008
Negotiation for Senior Executives
Farah Pahlavi University 1976 — 1980
Economics
Amy Owens's Mutual of Omaha Investor Services, Inc. Experience August 2011 - February 2015
Job Former Chief Operating Officer, Mutual of Omaha Investor Services, Inc.
Industry Financial Services
Experience
Mutual of Omaha Investor Services, Inc. August 2011 - February 2015
Mutual of Omaha Investor Services, Inc. December 1993 - August 2011
Mutual of Omaha Fund Management Company October 1978 - December 1993
Skills
Leadership, Risk Management, Sales, Process Improvement, Budgets, Strategic Planning, Training, Coaching, Customer Service, Business Strategy, Operations Management, Financial Reporting, Retirement Planning, Leadership Development, Contract Negotiation, Financial Analysis, Data Analysis, Continuous Improvement, Business Process..., Cross Functional Team..., Microsoft Office, Networking, Sales Operations, Public Speaking, Project Planning, Quality Assurance, Quality Control, Recruiting, Team Management, 401k, S7, S24, S28, S65, S51, S99, S26, S6, Life Insurance, S63, Management, Mutual Funds, Health Insurance, Finance, Employee Benefits
Education
Buena Vista College 1991 — 1993
Bachelor's degree, Accounting and Computer Science, 3.97
Iowa Western Community College 1986 — 1991
Associate of Arts (A.A.), General Studies, 4.0
Mutual of Omaha Investor Services, Inc. August 2011 - February 2015
Mutual of Omaha Investor Services, Inc. December 1993 - August 2011
Mutual of Omaha Fund Management Company October 1978 - December 1993
Skills
Leadership, Risk Management, Sales, Process Improvement, Budgets, Strategic Planning, Training, Coaching, Customer Service, Business Strategy, Operations Management, Financial Reporting, Retirement Planning, Leadership Development, Contract Negotiation, Financial Analysis, Data Analysis, Continuous Improvement, Business Process..., Cross Functional Team..., Microsoft Office, Networking, Sales Operations, Public Speaking, Project Planning, Quality Assurance, Quality Control, Recruiting, Team Management, 401k, S7, S24, S28, S65, S51, S99, S26, S6, Life Insurance, S63, Management, Mutual Funds, Health Insurance, Finance, Employee Benefits
Education
Buena Vista College 1991 — 1993
Bachelor's degree, Accounting and Computer Science, 3.97
Iowa Western Community College 1986 — 1991
Associate of Arts (A.A.), General Studies, 4.0
Brendan J. Petty's Mutual of Omaha Investor Services, Inc. Experience 2015 - Present
Job General Sales Manager at Mutual of Omaha Investor Services, Inc.
Industry Financial Services
Experience
Mutual of Omaha Investor Services, Inc. 2015 - Present
Mutual of Omaha Investor Services, Inc. 2009 - Present
Mutual of Omaha Investor Services, Inc. 2013 - 2015
Education
Hamilton College 2005 — 2009
Bachelors, Economics
Mutual of Omaha Investor Services, Inc. 2015 - Present
Mutual of Omaha Investor Services, Inc. 2009 - Present
Mutual of Omaha Investor Services, Inc. 2013 - 2015
Education
Hamilton College 2005 — 2009
Bachelors, Economics
Ryan Newcomb's Mutual of Omaha Investor Services, Inc. Experience October 2014 - Present
Job Financial Representative for Mutual of Omaha
Industry Financial Services
Experience
Mutual of Omaha Investor Services, Inc. October 2014 - Present
American Income Life March 2013 - August 2013
La Jolla Brewhouse October 2011 - May 2012
Ashford University August 2010 - August 2011
RESOLUTE PROMOTIONS February 2009 - March 2010
Skills
Advertising, Sales, Small Business, Social Media Marketing, Customer Service, Microsoft Excel, Variable Products, Tele sales, Marketing
Education
Liberty University 2014 — 2016
Master of Business Administration (M.B.A.), Executive Leadership
Ashford University 2012 — 2013
Bachelor of Arts (B.A.), Psychology/Business
Abilene Christian University 2000 — 2003
Pre-Medicine/Psychology
Patrick Henry High School
Mutual of Omaha Investor Services, Inc. October 2014 - Present
American Income Life March 2013 - August 2013
La Jolla Brewhouse October 2011 - May 2012
Ashford University August 2010 - August 2011
RESOLUTE PROMOTIONS February 2009 - March 2010
Skills
Advertising, Sales, Small Business, Social Media Marketing, Customer Service, Microsoft Excel, Variable Products, Tele sales, Marketing
Education
Liberty University 2014 — 2016
Master of Business Administration (M.B.A.), Executive Leadership
Ashford University 2012 — 2013
Bachelor of Arts (B.A.), Psychology/Business
Abilene Christian University 2000 — 2003
Pre-Medicine/Psychology
Patrick Henry High School