NAIFA Company
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NAIFA Employees
Employee
Years
Job
Industry
Roger Merritt, LUTCF Roger Merritt, LUTCF's NAIFA Experience 2009 - 2010
Job Financial Planner at Retirement Security Centers
Industry Financial Services
Experience
Retirement Security Centers August 2014 - Present
Merritt Insurance and Financial Services January 2011 - July 2014
MassMutual April 2007 - June 2010
TCBRN January 2007 - January 2010
NAIFA 2009 - 2010
Allstate Financial June 2006 - March 2007
Allstate Financial 2006 - 2007
Foresters Equity Services, Inc. 2006 - 2007
Prudential Financial October 1992 - August 2004
Skills
Insurance, Retirement, Employee Benefits, Long Term Care, Annuities, Disability Insurance, Mutual Funds, 401k, Term Life Insurance, Health Insurance, Insurance Planning, IRA's, Investments, Estate Planning, Succession Planning, Retirement Planning, Series 7, Risk Management, Pensions, Business Planning, Financial Advisory, 401k Rollovers, Series 65, Investment Strategies, Life Insurance, Roth IRA, Small Business, Variable Annuities, Qualified Retirement..., Wealth Accumulation, Asset Allocation, Investment Advisory, Whole Life, Universal Life, IRAs, Fixed Annuities, Financial Planners, Long-term Care, Strategic Financial..., Customer Service, Series 6, Financial Services, Long Term Care Insurance, Series 63, Portfolio Management, Wealth, Finance, FINRA, Equities, Critical Illness
Education
California State University-Sacramento 1990 — 1992
BA, Sociology
Brigham Young University 1985 — 1987
Undeclared
Long Beach City College 1983 — 1985
Physical Education
Retirement Security Centers August 2014 - Present
Merritt Insurance and Financial Services January 2011 - July 2014
MassMutual April 2007 - June 2010
TCBRN January 2007 - January 2010
NAIFA 2009 - 2010
Allstate Financial June 2006 - March 2007
Allstate Financial 2006 - 2007
Foresters Equity Services, Inc. 2006 - 2007
Prudential Financial October 1992 - August 2004
Skills
Insurance, Retirement, Employee Benefits, Long Term Care, Annuities, Disability Insurance, Mutual Funds, 401k, Term Life Insurance, Health Insurance, Insurance Planning, IRA's, Investments, Estate Planning, Succession Planning, Retirement Planning, Series 7, Risk Management, Pensions, Business Planning, Financial Advisory, 401k Rollovers, Series 65, Investment Strategies, Life Insurance, Roth IRA, Small Business, Variable Annuities, Qualified Retirement..., Wealth Accumulation, Asset Allocation, Investment Advisory, Whole Life, Universal Life, IRAs, Fixed Annuities, Financial Planners, Long-term Care, Strategic Financial..., Customer Service, Series 6, Financial Services, Long Term Care Insurance, Series 63, Portfolio Management, Wealth, Finance, FINRA, Equities, Critical Illness
Education
California State University-Sacramento 1990 — 1992
BA, Sociology
Brigham Young University 1985 — 1987
Undeclared
Long Beach City College 1983 — 1985
Physical Education
Kelli Toland Kelli Toland's NAIFA Experience September 2009 - May 2013
Job Group Sales & Mkt Manager at Heart of Georgia Insurance Brokers
Industry Insurance
Experience
Heart of Georgia Insurance Brokers May 1998 - Present
NAIFA September 2009 - May 2013
Northwestern Mutual August 1997 - May 1998
Skills
Employee Benefits, Disability Insurance, Health Insurance, Health Savings Accounts, Health Care Reform, Self-funded, Life Insurance, Long-term Care, Accident, Insurance, Brokers, Term Life Insurance, Voluntary Employee..., PPO, HMO, Group Insurance, Cafeteria Plans, Benefits Administration, Group Medical, HRA, Buy-sell Agreements, Health Policy
Education
River North Academy, Macon GA 1979 — 1981
Georgia College and State University
Heart of Georgia Insurance Brokers May 1998 - Present
NAIFA September 2009 - May 2013
Northwestern Mutual August 1997 - May 1998
Skills
Employee Benefits, Disability Insurance, Health Insurance, Health Savings Accounts, Health Care Reform, Self-funded, Life Insurance, Long-term Care, Accident, Insurance, Brokers, Term Life Insurance, Voluntary Employee..., PPO, HMO, Group Insurance, Cafeteria Plans, Benefits Administration, Group Medical, HRA, Buy-sell Agreements, Health Policy
Education
River North Academy, Macon GA 1979 — 1981
Georgia College and State University
Tamala Jackson Tamala Jackson's NAIFA Experience February 2010 - July 2012
Job Branch Coordinator at Cbeyond
Industry Information Technology and Services
Experience
Cbeyond July 2012 - Present
NAIFA February 2010 - July 2012
MetLife November 2006 - January 2010
Skills
Account Management, Vendor Management, Sales, Customer Service, Salesforce.com, Team Leadership, Office Management, Team Building, Marketing, Event Management, Negotiation, Event Planning, Marketing Communications, Human Resources, PowerPoint, Budgets, Leadership, Corporate Events
Education
Colorado Technical University-Online 2013 — 2014
Bachelor's degree, Marketing
Colorado Technical University-Online 2012 — 2013
Associate's degree, Business Administration
Illinois State University 1994 — 1995
Cbeyond July 2012 - Present
NAIFA February 2010 - July 2012
MetLife November 2006 - January 2010
Skills
Account Management, Vendor Management, Sales, Customer Service, Salesforce.com, Team Leadership, Office Management, Team Building, Marketing, Event Management, Negotiation, Event Planning, Marketing Communications, Human Resources, PowerPoint, Budgets, Leadership, Corporate Events
Education
Colorado Technical University-Online 2013 — 2014
Bachelor's degree, Marketing
Colorado Technical University-Online 2012 — 2013
Associate's degree, Business Administration
Illinois State University 1994 — 1995
Jeff Keicher, CLU ChFC CPCU Jeff Keicher, CLU ChFC CPCU's NAIFA Experience January 2010 - June 2012
Job State Farm Agent
Industry Insurance
Experience
State Farm Agent January 2005 - Present
Sycamore Chamber of Commerce January 2014 - Present
NAIFA IL June 2015 - Present
NAIFA Fox Valley July 2014 - Present
Rotary Club of Sycamore July 2012 - Present
Sycamore Public Library May 2012 - April 2015
Kishwaukee YMCA January 2012 - December 2014
Sycamore Chamber of Commerce January 2011 - December 2013
NAIFA January 2010 - June 2012
Rotary International 2005 - 2011
Skills
Insurance, Property & Casualty..., Life Insurance, Homeowners, Claim, Nonprofits, Umbrella Insurance, Long-term Care, Leadership, Fixed Annuities, Long Term Care Insurance, Liability, Program Management, Disability Insurance, Health Insurance, Commercial Insurance, Term Life Insurance, Whole Life, Universal Life, Retirement Planning, Retirement
Education
The American College 2000 — 2001
ChFC, Financial Services
The American College 1999 — 2001
CLU, Life Insurance
Northern Illinois University 1991 — 1996
BS, Political Science
St. Charles 1988 — 1991
State Farm Agent January 2005 - Present
Sycamore Chamber of Commerce January 2014 - Present
NAIFA IL June 2015 - Present
NAIFA Fox Valley July 2014 - Present
Rotary Club of Sycamore July 2012 - Present
Sycamore Public Library May 2012 - April 2015
Kishwaukee YMCA January 2012 - December 2014
Sycamore Chamber of Commerce January 2011 - December 2013
NAIFA January 2010 - June 2012
Rotary International 2005 - 2011
Skills
Insurance, Property & Casualty..., Life Insurance, Homeowners, Claim, Nonprofits, Umbrella Insurance, Long-term Care, Leadership, Fixed Annuities, Long Term Care Insurance, Liability, Program Management, Disability Insurance, Health Insurance, Commercial Insurance, Term Life Insurance, Whole Life, Universal Life, Retirement Planning, Retirement
Education
The American College 2000 — 2001
ChFC, Financial Services
The American College 1999 — 2001
CLU, Life Insurance
Northern Illinois University 1991 — 1996
BS, Political Science
St. Charles 1988 — 1991
Ahlam Mahboube Ahlam Mahboube's NAIFA Experience May 2011 - June 2011
Job Administrative Support Professional
Industry Human Resources
Experience
NAIFA May 2011 - June 2011
Education
Northern Virginia Community College 2009 — 2011
Business IT, Business Administration
NAIFA May 2011 - June 2011
Education
Northern Virginia Community College 2009 — 2011
Business IT, Business Administration
Jennifer DeProspo Jennifer DeProspo's NAIFA Experience 2012 - Present
Job Regional Development Director at BOST Benefits
Industry Insurance
Experience
BOST Benefits January 2010 - Present
NAIFA 2012 - Present
Skills
Insurance, Benefits, Employee Benefits, Term Life Insurance, Disability Insurance, Dental, Customer Relations, Long Term Care, Critical Illness, Public Speaking, Accident, Problem Solving, Brokers, Group Insurance, Whole Life, Voluntary Employee..., Health Savings Accounts, Flexible Spending..., Financial Planners, Cafeteria Plans, Long-term Care, Benefits Administration, Claim, Dentistry, Long Term Care Insurance, Accident Insurance, Vision Insurance, Sales, Fixed Annuities, Permanent Life Insurance, Insurance Brokerage, Universal Life, Life Insurance, Key Person Insurance, General Insurance
Education
American College 2010 — 2012
LUTCF
HACC, Central Pennsylvania's Community College 2003 — 2005
BOST Benefits January 2010 - Present
NAIFA 2012 - Present
Skills
Insurance, Benefits, Employee Benefits, Term Life Insurance, Disability Insurance, Dental, Customer Relations, Long Term Care, Critical Illness, Public Speaking, Accident, Problem Solving, Brokers, Group Insurance, Whole Life, Voluntary Employee..., Health Savings Accounts, Flexible Spending..., Financial Planners, Cafeteria Plans, Long-term Care, Benefits Administration, Claim, Dentistry, Long Term Care Insurance, Accident Insurance, Vision Insurance, Sales, Fixed Annuities, Permanent Life Insurance, Insurance Brokerage, Universal Life, Life Insurance, Key Person Insurance, General Insurance
Education
American College 2010 — 2012
LUTCF
HACC, Central Pennsylvania's Community College 2003 — 2005
Maggie Buneo Maggie Buneo's NAIFA Experience November 2014 - Present
Job Program Manager Political Involvement at NAIFA
Industry Political Organization
Experience
NAIFA November 2014 - Present
NAIFA January 2013 - November 2014
U.S. House of Representatives April 2012 - January 2013
U.S. House of Representatives 2011 - 2012
National Center for Food and Agricultural Policy 2010 - 2010
Skills
Politics, Political Campaigns, Public Policy, Policy Analysis, Grassroots Organizing, Legislative Relations, Foreign Policy, International Relations, Legislation, Research, Government, Community Outreach, Public Speaking
Education
George Mason University- School of Public Policy 2011 — 2013
International Commerce and Policy
State University of New York College at Geneseo 2007 — 2011
International Relations, French, International Political Economy
NAIFA November 2014 - Present
NAIFA January 2013 - November 2014
U.S. House of Representatives April 2012 - January 2013
U.S. House of Representatives 2011 - 2012
National Center for Food and Agricultural Policy 2010 - 2010
Skills
Politics, Political Campaigns, Public Policy, Policy Analysis, Grassroots Organizing, Legislative Relations, Foreign Policy, International Relations, Legislation, Research, Government, Community Outreach, Public Speaking
Education
George Mason University- School of Public Policy 2011 — 2013
International Commerce and Policy
State University of New York College at Geneseo 2007 — 2011
International Relations, French, International Political Economy
Melina Ahmadpour Melina Ahmadpour's NAIFA Experience April 2015 - April 2015
Job Speaker and Agent at New York Life
Industry Insurance
Experience
New York Life Insurance Company 2014 - Present
Comfort Zone Camp 2014 - Present
NAIFA April 2015 - April 2015
Ohio National Financial Services April 2015 - April 2015
New York Life Insurance Company October 2014 - October 2014
New York Life Insurance Company October 2014 - October 2014
Money and Culture Foundation - First Budapest Insurance Summit September 2014 - September 2014
NAIFA-Texas September 2014 - September 2014
Transamerica September 2014 - September 2014
New York Life Insurance Company August 2014 - August 2014
Skills
Public Speaking, Insurance, Sales, Life Insurance, Management, Leadership, Direct Sales, Marketing, Fixed Annuities, Retirement, Financial Planning, Term Life Insurance, Finance, Financial Services, Retirement Planning
Education
Cerritos College 2013 — 2015
Currently Enrolled, International/Global Studies
New York Life Insurance Company 2014 - Present
Comfort Zone Camp 2014 - Present
NAIFA April 2015 - April 2015
Ohio National Financial Services April 2015 - April 2015
New York Life Insurance Company October 2014 - October 2014
New York Life Insurance Company October 2014 - October 2014
Money and Culture Foundation - First Budapest Insurance Summit September 2014 - September 2014
NAIFA-Texas September 2014 - September 2014
Transamerica September 2014 - September 2014
New York Life Insurance Company August 2014 - August 2014
Skills
Public Speaking, Insurance, Sales, Life Insurance, Management, Leadership, Direct Sales, Marketing, Fixed Annuities, Retirement, Financial Planning, Term Life Insurance, Finance, Financial Services, Retirement Planning
Education
Cerritos College 2013 — 2015
Currently Enrolled, International/Global Studies
Lori Wilson Lori Wilson's NAIFA Experience October 2002 - June 2007
Job Seeking Career Opportunities
Industry Public Relations and Communications
Experience
UNITE HERE HEALTH December 2013 - August 2014
APICS 2006 - July 2014
Colonial Life October 2008 - December 2013
Wealth Strategies Group June 2006 - January 2008
NAIFA October 2002 - June 2007
Aflac 2000 - 2006
Housing Services 1988 - 1990
Skills
Critical Thinking, Staff Development, English grammar, Team Leadership, discretion, public speaking, Strategic Public..., Persuasive Presentation..., Cross-functional..., Public Speaking, Public Relations, Employee Benefits, Insurance, Sales, Marketing, Operations Management, Project Planning, Editing, Team Building, Recruiting, Customer Service, Leadership Development, Account Management, Health Insurance, Business Planning, Life Insurance, Healthcare, Social Networking, Disability Insurance, Social Media, Marketing Communications, Microsoft Office, Inventory Management, Workers Compensation, Management, Discretion, Leadership, Interviews, Insurance Law, Lexis, Legal Assistance, Liability, Litigation Support, Document Review, Legal Research, Wordperfect, Legal Documents, Program Management, Legal Writing, Small Business
Education
Sumner College 2011 — 2012
AA Applied Science /Paralegal Studies, Legal Assistant/Paralegal, 3.8
University of Nevada
Bachelor of Science, Business Administration and Management, General
University of Nevada-Las Vegas
Bachelor of Arts, Fine Arts, Criminal Justice
Fashion Institute of Design & Merchandising 1988 — 1989
Associate of Arts, Merchandise Marketing
UNITE HERE HEALTH December 2013 - August 2014
APICS 2006 - July 2014
Colonial Life October 2008 - December 2013
Wealth Strategies Group June 2006 - January 2008
NAIFA October 2002 - June 2007
Aflac 2000 - 2006
Housing Services 1988 - 1990
Skills
Critical Thinking, Staff Development, English grammar, Team Leadership, discretion, public speaking, Strategic Public..., Persuasive Presentation..., Cross-functional..., Public Speaking, Public Relations, Employee Benefits, Insurance, Sales, Marketing, Operations Management, Project Planning, Editing, Team Building, Recruiting, Customer Service, Leadership Development, Account Management, Health Insurance, Business Planning, Life Insurance, Healthcare, Social Networking, Disability Insurance, Social Media, Marketing Communications, Microsoft Office, Inventory Management, Workers Compensation, Management, Discretion, Leadership, Interviews, Insurance Law, Lexis, Legal Assistance, Liability, Litigation Support, Document Review, Legal Research, Wordperfect, Legal Documents, Program Management, Legal Writing, Small Business
Education
Sumner College 2011 — 2012
AA Applied Science /Paralegal Studies, Legal Assistant/Paralegal, 3.8
University of Nevada
Bachelor of Science, Business Administration and Management, General
University of Nevada-Las Vegas
Bachelor of Arts, Fine Arts, Criminal Justice
Fashion Institute of Design & Merchandising 1988 — 1989
Associate of Arts, Merchandise Marketing
Lance Kolbet, RHU, LUTCF Lance Kolbet, RHU, LUTCF's NAIFA Experience 1993 - 2010
Job Financial Service Professional
Industry Financial Services
Experience
State of Idaho May 2010 - Present
University Financial Group January 1993 - Present
NAIFA 1993 - 2010
National Association of Insurance & Financial Advisors January 2007 - January 2009
US Navy June 1987 - February 1992
Education
The American College 2001 — 2003
RHU, Registered Health Underwriter
The American College 1996 — 2000
LUTCF, Life Underwriter Training Council Fellow
Twin Falls
State of Idaho May 2010 - Present
University Financial Group January 1993 - Present
NAIFA 1993 - 2010
National Association of Insurance & Financial Advisors January 2007 - January 2009
US Navy June 1987 - February 1992
Education
The American College 2001 — 2003
RHU, Registered Health Underwriter
The American College 1996 — 2000
LUTCF, Life Underwriter Training Council Fellow
Twin Falls
David N. Nelson, CLTC, LUTCF David N. Nelson, CLTC, LUTCF's NAIFA Experience July 2010 - Present
Job Managing Director at the Illinois Business Center of Principal Financial Group
Industry Financial Services
Experience
Naifa Chicago July 2014 - Present
NAIFA July 2010 - Present
New York Life Insurance Company September 2007 - May 2015
NAIFA 2010 - 2011
Brokers International Ltd. 2004 - 2009
Guardian Life Insurance October 2004 - August 2007
Max Madsen Mitsubishi 2002 - 2004
Al Piemonte Ford 1998 - 2002
Country Insurance March 1988 - September 1992
Skills
Insurance, Retirement Planning, Annuities, Strategic Financial..., Business Planning, Life Insurance, Fixed Annuities, 401k, Leadership, Term Life Insurance, Retirement, Wealth Management, Disability Insurance, Finance, Mutual Funds, Investments, Financial Services, Health Insurance, Estate Planning, Banking, Long-term Care, Financial Advisory, Securities, Financial Planners, Employee Benefits, IRAs, Small Business, Series 7, Series 63, Underwriting, Long Term Care Insurance, Portfolio Management, Whole Life, Investment Advisory, Asset Management, Series 6, Wealth, Financial Planning
Education
Southern Illinois University, Carbondale 1986 — 1987
Business
York High School 1979 — 1983
Naifa Chicago July 2014 - Present
NAIFA July 2010 - Present
New York Life Insurance Company September 2007 - May 2015
NAIFA 2010 - 2011
Brokers International Ltd. 2004 - 2009
Guardian Life Insurance October 2004 - August 2007
Max Madsen Mitsubishi 2002 - 2004
Al Piemonte Ford 1998 - 2002
Country Insurance March 1988 - September 1992
Skills
Insurance, Retirement Planning, Annuities, Strategic Financial..., Business Planning, Life Insurance, Fixed Annuities, 401k, Leadership, Term Life Insurance, Retirement, Wealth Management, Disability Insurance, Finance, Mutual Funds, Investments, Financial Services, Health Insurance, Estate Planning, Banking, Long-term Care, Financial Advisory, Securities, Financial Planners, Employee Benefits, IRAs, Small Business, Series 7, Series 63, Underwriting, Long Term Care Insurance, Portfolio Management, Whole Life, Investment Advisory, Asset Management, Series 6, Wealth, Financial Planning
Education
Southern Illinois University, Carbondale 1986 — 1987
Business
York High School 1979 — 1983
Brad W. Campbell CASL, CLU,ChFC Brad W. Campbell CASL, CLU,ChFC's NAIFA Experience 2010 - 2013
Job Helping entrepreneurs make a difference and grow a successful business
Industry Insurance
Experience
State Farm Insurance and Financial Services March 1988 - Present
State Farm Insurance January 2005 - April 2013
NAIFA 2010 - 2013
State Farm Insurance Companies March 2001 - January 2005
State Farm Insurance September 1997 - April 2001
State Farm Fire and Casualty Company March 1988 - April 1997
Skills
Term Life Insurance, Property & Casualty..., Life Insurance, Commercial Insurance, Whole Life, Long-term Care, Universal Life, Umbrella Insurance, Homeowners, Fixed Annuities, General Insurance, Casualty, Retirement Planning, Recruiting, Retirement, Long Term Care Insurance, Small Business, Employee Benefits, IRAs, Liability, Financial Services, Coaching, 401k, Workers Compensation, Underwriting, Strategic Financial..., Financial Planners, Mutual Funds, Leadership, Professional Liability, Series 6, Permanent Life Insurance, Sales, Investments, Claim, Renters, Critical Illness, Financial Advisory, Brokers, Motorcycle, Estate Planning
Education
LeTourneau University 1993 — 1995
BSBM, Business
The American College 1995 — 2001
ChFC, Financial Planning
State Farm Insurance and Financial Services March 1988 - Present
State Farm Insurance January 2005 - April 2013
NAIFA 2010 - 2013
State Farm Insurance Companies March 2001 - January 2005
State Farm Insurance September 1997 - April 2001
State Farm Fire and Casualty Company March 1988 - April 1997
Skills
Term Life Insurance, Property & Casualty..., Life Insurance, Commercial Insurance, Whole Life, Long-term Care, Universal Life, Umbrella Insurance, Homeowners, Fixed Annuities, General Insurance, Casualty, Retirement Planning, Recruiting, Retirement, Long Term Care Insurance, Small Business, Employee Benefits, IRAs, Liability, Financial Services, Coaching, 401k, Workers Compensation, Underwriting, Strategic Financial..., Financial Planners, Mutual Funds, Leadership, Professional Liability, Series 6, Permanent Life Insurance, Sales, Investments, Claim, Renters, Critical Illness, Financial Advisory, Brokers, Motorcycle, Estate Planning
Education
LeTourneau University 1993 — 1995
BSBM, Business
The American College 1995 — 2001
ChFC, Financial Planning
DeAnne Meyer's NAIFA Experience November 2014 - Present
Job Marketing Manager at Spark Financial
Industry Public Relations and Communications
Experience
Spark Financial October 2014 - Present
NAIFA November 2014 - Present
Cornerstone Flooring February 2012 - May 2012
Messiah Lutheran Church at Eagle Creek January 2008 - June 2009
Marshall's Catering September 2003 - April 2005
KXAS-TV August 1997 - September 1998
KTVT-TV June 1996 - July 1997
CBS News August 1995 - June 1996
The University of Iowa September 1992 - June 1995
Gubernatorial Campaign - State of Missouri September 1991 - June 1992
Skills
Social Media, Social Media Marketing, Editing, Press Releases, Creative Writing, Proofreading, Public Relations, Blogging, Copy Editing, Teaching, Marketing, Web Content, Financial Accounting, Public Speaking, Event Planning, News Writing, Writing, Photography, Photoshop, Newsletters
Education
University of Missouri-Saint Louis
Bachelor's degree, Business Administration, Management and Operations; Minor in Political Science
Missouri State University
Spark Financial October 2014 - Present
NAIFA November 2014 - Present
Cornerstone Flooring February 2012 - May 2012
Messiah Lutheran Church at Eagle Creek January 2008 - June 2009
Marshall's Catering September 2003 - April 2005
KXAS-TV August 1997 - September 1998
KTVT-TV June 1996 - July 1997
CBS News August 1995 - June 1996
The University of Iowa September 1992 - June 1995
Gubernatorial Campaign - State of Missouri September 1991 - June 1992
Skills
Social Media, Social Media Marketing, Editing, Press Releases, Creative Writing, Proofreading, Public Relations, Blogging, Copy Editing, Teaching, Marketing, Web Content, Financial Accounting, Public Speaking, Event Planning, News Writing, Writing, Photography, Photoshop, Newsletters
Education
University of Missouri-Saint Louis
Bachelor's degree, Business Administration, Management and Operations; Minor in Political Science
Missouri State University
Phil Downey Phil Downey's NAIFA Experience 1987 - 2011
Job Agency Owner at Allstate Insurance Company
Industry Insurance
Experience
Allstate Insurance Co. Phil Downey Agency December 1997 - Present
naifa 1987 - 2011
allstate ins co 1997 - 2010
Skills
Property & Casualty..., Health Insurance, Fixed Annuities, Term Life Insurance, Claim, IRAs, Long Term Care Insurance, Insurance, Casualty, Commercial Insurance, Disability Insurance, Workers Compensation, Sales, Accident, Critical Illness, Underwriting, Life Insurance, Commercial Lines, Strategic Financial..., Long-term Care, General Insurance, Insurance Brokerage, Retirement Planning, Professional Liability, 401k, Motorcycle, Retirement, Estate Planning, Brokers, Homeowners, Variable Annuities, Flood Insurance, Universal Life, Financial Planners, Mutual Funds, Liability, Employee Benefits, Medicare, Series 63, Legal Liability, Small Business, Agents, Umbrella Insurance, Risk Management, RV, Renters, Whole Life, Marine Insurance, Financial Services
Education
Covenant College 1972 — 1976
Bachelor of Arts (BA), Bible/Biblical Studies
Allstate Insurance Co. Phil Downey Agency December 1997 - Present
naifa 1987 - 2011
allstate ins co 1997 - 2010
Skills
Property & Casualty..., Health Insurance, Fixed Annuities, Term Life Insurance, Claim, IRAs, Long Term Care Insurance, Insurance, Casualty, Commercial Insurance, Disability Insurance, Workers Compensation, Sales, Accident, Critical Illness, Underwriting, Life Insurance, Commercial Lines, Strategic Financial..., Long-term Care, General Insurance, Insurance Brokerage, Retirement Planning, Professional Liability, 401k, Motorcycle, Retirement, Estate Planning, Brokers, Homeowners, Variable Annuities, Flood Insurance, Universal Life, Financial Planners, Mutual Funds, Liability, Employee Benefits, Medicare, Series 63, Legal Liability, Small Business, Agents, Umbrella Insurance, Risk Management, RV, Renters, Whole Life, Marine Insurance, Financial Services
Education
Covenant College 1972 — 1976
Bachelor of Arts (BA), Bible/Biblical Studies
Lawrence Stack Lawrence Stack's NAIFA Experience 2001 - 2002
Job Vice President of Financial Planning at Michigan Financial Companies
Industry Financial Services
Experience
Michigan Financial Companies March 2000 - Present
Barazsu & Cross Financial Services, L.L.C. January 2011 - Present
NAIFA 2001 - 2002
Prudential Financial March 1992 - February 2000
Prudential Financial February 1986 - March 1992
Prudential Financial February 1982 - February 1986
Skills
Retirement Planning, Investment Portfolio, Executive Compensation..., Fixed Annuities, Disability Insurance, Estate Planning, Long-term Care
Education
The American College 2005 — 2010
Masters, Science of Financial Services
The American College 1992 — 1996
Fellow- Life Underwriting Training Council (LUTCF)
The American College 1985 — 1989
Chartered Financial Consultant (ChFC), Financial Services
The American College 1985 — 1989
Chartered Life Underwriter (CLU), Financial Services
Oakland University 1978 — 1979
Political Science
Macomb Community College 1975 — 1977
Associates, Mathematics, Business Administration
Michigan Financial Companies March 2000 - Present
Barazsu & Cross Financial Services, L.L.C. January 2011 - Present
NAIFA 2001 - 2002
Prudential Financial March 1992 - February 2000
Prudential Financial February 1986 - March 1992
Prudential Financial February 1982 - February 1986
Skills
Retirement Planning, Investment Portfolio, Executive Compensation..., Fixed Annuities, Disability Insurance, Estate Planning, Long-term Care
Education
The American College 2005 — 2010
Masters, Science of Financial Services
The American College 1992 — 1996
Fellow- Life Underwriting Training Council (LUTCF)
The American College 1985 — 1989
Chartered Financial Consultant (ChFC), Financial Services
The American College 1985 — 1989
Chartered Life Underwriter (CLU), Financial Services
Oakland University 1978 — 1979
Political Science
Macomb Community College 1975 — 1977
Associates, Mathematics, Business Administration
Julianna (Juli) Quain Carman Julianna (Juli) Quain Carman's NAIFA Experience 2006 - June 2011
Job Owner Falkor Enterprises, LLC
Industry Management Consulting
Experience
Falkor Enterprises, LLC Program and Project Management December 2012 - Present
Blue Cross Blue Shield of Arizona November 2012 - April 2013
CSA General Insurance Company / BCBSAZ October 2009 - November 2012
NAIFA Arizona State Board June 2011 - June 2012
NAIFA 2006 - June 2011
Benefits by Design AZ March 2009 - August 2009
Heartland LTC January 1998 - March 2009
US Army 1993 - 1997
Skills
Project Management, Program Management, Leadership, Risk Management, Team Building, Management, Small Business, Recruiting, Business Coaching, Marketing, Medical Underwriting, Training, Financial Planners, Strategic Planning, Retirement, Start-ups, Management Consulting, General Insurance, Underwriting, Investments, Estate Planning, Executive Management, Financial Accounting, Brokers, Retirement Planning, Strategic Financial..., Strategy, Managerial Finance, Financial Advisory
Education
PMP Certification 2015 — 2015
Jones International University 2012 — 2015
MBA, Sales and Marketing
Jones International University 2007 — 2009
BBA, Business Sales & Marketing
Scottsdale Community College 2003 — 2005
AA, Business
Falkor Enterprises, LLC Program and Project Management December 2012 - Present
Blue Cross Blue Shield of Arizona November 2012 - April 2013
CSA General Insurance Company / BCBSAZ October 2009 - November 2012
NAIFA Arizona State Board June 2011 - June 2012
NAIFA 2006 - June 2011
Benefits by Design AZ March 2009 - August 2009
Heartland LTC January 1998 - March 2009
US Army 1993 - 1997
Skills
Project Management, Program Management, Leadership, Risk Management, Team Building, Management, Small Business, Recruiting, Business Coaching, Marketing, Medical Underwriting, Training, Financial Planners, Strategic Planning, Retirement, Start-ups, Management Consulting, General Insurance, Underwriting, Investments, Estate Planning, Executive Management, Financial Accounting, Brokers, Retirement Planning, Strategic Financial..., Strategy, Managerial Finance, Financial Advisory
Education
PMP Certification 2015 — 2015
Jones International University 2012 — 2015
MBA, Sales and Marketing
Jones International University 2007 — 2009
BBA, Business Sales & Marketing
Scottsdale Community College 2003 — 2005
AA, Business
Luis Guardia, LUTCF, FIC Luis Guardia, LUTCF, FIC's NAIFA Experience May 2015 - Present
Job Registered Representative/Managing Partner
Industry Financial Services
Experience
NAIFA May 2015 - Present
Modern Woodmen of America May 2009 - Present
Big 12 and SEC Conference August 2007 - Present
United States Soccer Federation June 1996 - Present
NAIFA May 2014 - May 2015
NAIFA September 2012 - May 2014
Education
The American College 2012 — 2015
Certified Financial Planner, Financial Planning and Services
Texas State University-San Marcos 2004 — 2008
Bachelor of Arts (BA), Inetrnational Business/Relations
NAIFA May 2015 - Present
Modern Woodmen of America May 2009 - Present
Big 12 and SEC Conference August 2007 - Present
United States Soccer Federation June 1996 - Present
NAIFA May 2014 - May 2015
NAIFA September 2012 - May 2014
Education
The American College 2012 — 2015
Certified Financial Planner, Financial Planning and Services
Texas State University-San Marcos 2004 — 2008
Bachelor of Arts (BA), Inetrnational Business/Relations
Hollie Gandy Hollie Gandy's NAIFA Experience 2009 - 2010
Job Insurance consultant and financial advisor
Industry Financial Services
Experience
Senior Solutions Group March 2004 - Present
Prepaid Legal Services Inc. 2010 - 2011
Prepaid Legal Services, Inc 2010 - 2010
NAIFA 2009 - 2010
Kings Networking 2009 - 2010
Plea Club 2009 - 2010
Harrington Cancer Fund-raiser 2009 - 2010
Trinity Fellowship Church 2009 - 2010
Tarkenton Financial 2009 - 2010
NAHU 2008 - 2010
Skills
Recruiting, Medicare, Insurance, Public Speaking, Long-term Care, Fixed Annuities, Employee Benefits, Health Insurance, Small Business, Term Life Insurance, Disability Insurance, Retirement, Marketing, Customer Service, Strategic Planning, Fundraising, Social Media, Retirement Planning, Life Insurance, Non-profits, Team Building
Education
Baylor University 1973 — 1977
Bachelor of Business Administration (BBA), Finance & Mgmt
Dumas High
Finance & Music
Senior Solutions Group March 2004 - Present
Prepaid Legal Services Inc. 2010 - 2011
Prepaid Legal Services, Inc 2010 - 2010
NAIFA 2009 - 2010
Kings Networking 2009 - 2010
Plea Club 2009 - 2010
Harrington Cancer Fund-raiser 2009 - 2010
Trinity Fellowship Church 2009 - 2010
Tarkenton Financial 2009 - 2010
NAHU 2008 - 2010
Skills
Recruiting, Medicare, Insurance, Public Speaking, Long-term Care, Fixed Annuities, Employee Benefits, Health Insurance, Small Business, Term Life Insurance, Disability Insurance, Retirement, Marketing, Customer Service, Strategic Planning, Fundraising, Social Media, Retirement Planning, Life Insurance, Non-profits, Team Building
Education
Baylor University 1973 — 1977
Bachelor of Business Administration (BBA), Finance & Mgmt
Dumas High
Finance & Music
Barbara Henry, LUTCF, Barbara Henry, LUTCF,'s NAIFA Experience 2000 - 2004
Job PERSONAL FINANCIAL REPRESENTATIVE
Industry Financial Services
Experience
Barbara J Henry January 2014 - Present
ALLSTATE INSURANCE & FINANCIAL SERVICES January 2011 - January 2014
New England Financial February 2003 - March 2011
New England Financial 2003 - 2010
NAIFA 2000 - 2004
Prudential Financial June 2000 - February 2003
AmSouth Bank September 1995 - May 1999
Southtrust Bank September 1989 - September 1995
Skills
Investments, Fixed Annuities, Small Business, Financial Services, Finance, Retirement, Life Insurance, Disability Insurance, Customer Service, Personal Finance, Long-term Care, Estate Planning, Series 7, Series 6, Mutual Funds, IRAs, Business, Financial Goals, Banking, Asset, Series 63, Asset Allocation, Selling, Financial Planners, Term Life Insurance, Financial Advisory, 401k, Wealth Management, Investment Advisory, Strategic Financial..., series 65
Education
American College 2002 — 2005
Financial, LUTCF Designation
Miami Dade College 1974 — 1976
Barbara J Henry January 2014 - Present
ALLSTATE INSURANCE & FINANCIAL SERVICES January 2011 - January 2014
New England Financial February 2003 - March 2011
New England Financial 2003 - 2010
NAIFA 2000 - 2004
Prudential Financial June 2000 - February 2003
AmSouth Bank September 1995 - May 1999
Southtrust Bank September 1989 - September 1995
Skills
Investments, Fixed Annuities, Small Business, Financial Services, Finance, Retirement, Life Insurance, Disability Insurance, Customer Service, Personal Finance, Long-term Care, Estate Planning, Series 7, Series 6, Mutual Funds, IRAs, Business, Financial Goals, Banking, Asset, Series 63, Asset Allocation, Selling, Financial Planners, Term Life Insurance, Financial Advisory, 401k, Wealth Management, Investment Advisory, Strategic Financial..., series 65
Education
American College 2002 — 2005
Financial, LUTCF Designation
Miami Dade College 1974 — 1976
Ben Baldwin III Ben Baldwin III's NAIFA Experience 1989 - 2010
Job President at Responsive Financial Group, Inc.
Industry Investment Management
Experience
Responsive Financial Group, Inc. April 2003 - Present
TIAA-CREF Life Insurance Co 2006 - Present
FPA IL 1992 - Present
Financial Planning Association 1992 - Present
Society of Financial Service Professionals 1989 - Present
Junxure 2003 - 2014
Barrington Motors RV 2004 - 2011
NAIFA 1989 - 2010
Responsive Financial Group, Inc. 2003 - 2009
CCH - Financial & Estate Planning Advisory Board 2000 - 2009
Skills
Investments, Retirement, Insurance, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Wealth, Retirement Planning, IRA's, Annuities, IRAs, Pensions, Small Business, Fixed Annuities, Strategic Financial..., Investment Management, Investment Strategies, Estate Planning, Financial Planners, Mutual Funds, Investment Advisory, Asset Managment, 401k, Asset Allocation, Financial Advisory, Personal Finance, Wealth Management..., High Net Worth..., Series 7
Education
The American College 1992 — 2003
Chartered Financial Consultant Designation, Financial Planning and Services
College for Financial Planning 1989 — 1992
CFP®, Financial Planning
Hobart and William Smith Colleges 1978 — 1982
BA, American Studies & History
John Hersey High School 1974 — 1978
Responsive Financial Group, Inc. April 2003 - Present
TIAA-CREF Life Insurance Co 2006 - Present
FPA IL 1992 - Present
Financial Planning Association 1992 - Present
Society of Financial Service Professionals 1989 - Present
Junxure 2003 - 2014
Barrington Motors RV 2004 - 2011
NAIFA 1989 - 2010
Responsive Financial Group, Inc. 2003 - 2009
CCH - Financial & Estate Planning Advisory Board 2000 - 2009
Skills
Investments, Retirement, Insurance, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Wealth, Retirement Planning, IRA's, Annuities, IRAs, Pensions, Small Business, Fixed Annuities, Strategic Financial..., Investment Management, Investment Strategies, Estate Planning, Financial Planners, Mutual Funds, Investment Advisory, Asset Managment, 401k, Asset Allocation, Financial Advisory, Personal Finance, Wealth Management..., High Net Worth..., Series 7
Education
The American College 1992 — 2003
Chartered Financial Consultant Designation, Financial Planning and Services
College for Financial Planning 1989 — 1992
CFP®, Financial Planning
Hobart and William Smith Colleges 1978 — 1982
BA, American Studies & History
John Hersey High School 1974 — 1978
Jill Judd, LUTCF, FSS Jill Judd, LUTCF, FSS's NAIFA Experience 2013 - 2014
Job Agent/Owner State Farm Insurance
Industry Insurance
Experience
National Association of Insurance and Financial Advisors 2007 - Present
State Farm Insurance September 2001 - Present
NAIFA 2013 - 2014
Ironman Coaching 2009 - 2010
NAIFA - Monterey Bay July 2005 - June 2006
Design Line Graphics 1983 - 1996
Skills
Disability Insurance, Life Insurance, Wealth Accumulation, Retirement, Leadership, Management, Strategic Planning, Long-term Care, Insurance, Strategic Financial..., Small Business, Retirement Planning, Fixed Annuities, Employee Benefits, Long Term Care Insurance, Term Life Insurance, Property & Casualty..., Health Insurance, Customer Service, Estate Planning
Education
Bryn Mawr College 2002 — 2010
LUTCF, FSS, Insurance, Estate Planning, Financial
University of California, Santa Cruz 1997 — 1999
Art History & Studio Art, Language, Painting, European Art
Cabrillo College 1992 — 1997
Art, Art History, French
National Association of Insurance and Financial Advisors 2007 - Present
State Farm Insurance September 2001 - Present
NAIFA 2013 - 2014
Ironman Coaching 2009 - 2010
NAIFA - Monterey Bay July 2005 - June 2006
Design Line Graphics 1983 - 1996
Skills
Disability Insurance, Life Insurance, Wealth Accumulation, Retirement, Leadership, Management, Strategic Planning, Long-term Care, Insurance, Strategic Financial..., Small Business, Retirement Planning, Fixed Annuities, Employee Benefits, Long Term Care Insurance, Term Life Insurance, Property & Casualty..., Health Insurance, Customer Service, Estate Planning
Education
Bryn Mawr College 2002 — 2010
LUTCF, FSS, Insurance, Estate Planning, Financial
University of California, Santa Cruz 1997 — 1999
Art History & Studio Art, Language, Painting, European Art
Cabrillo College 1992 — 1997
Art, Art History, French
Rob Wolford (407)490-2583 Rob Wolford (407)490-2583's NAIFA Experience January 1987 - Present
Job Producer at Insurance Consultants of Central Florida
Industry Financial Services
Experience
Insurance Consultants of Central Florida September 2007 - Present
Insurance Consultants of Central Florida September 1986 - Present
NAIFA January 1987 - Present
NAIFA-Florida January 1987 - Present
NAIFA Central Florida 2003 - 2009
Skills
25 years as Life..., Excellent Relationship..., Insurance, Employee Benefits, Long Term Care, Health Insurance, Disability Insurance, Annuities, Term Life Insurance, Dental, Solution Design, Public Speaking, Brokers, Critical Illness, Long-term Care, Healthcare Reform PPACA, Retirement, Life Insurance, Property & Casualty..., Whole Life, Universal Life, 401k, Health Savings Accounts, Long Term Care Insurance, Commercial Insurance, Group Insurance, Retirement Planning, IRAs, Financial Planners, Accident, Fixed Annuities, Umbrella Insurance, General Insurance, Liability, Financial Planning
Education
The American College 1988 — 1994
LUTCF, FSS, Insurance and Financial Services
University of Central Florida 1984 — 1985
Polk Community College 1981 — 1983
AA
Winter Haven High 1979 — 1981
Insurance Consultants of Central Florida September 2007 - Present
Insurance Consultants of Central Florida September 1986 - Present
NAIFA January 1987 - Present
NAIFA-Florida January 1987 - Present
NAIFA Central Florida 2003 - 2009
Skills
25 years as Life..., Excellent Relationship..., Insurance, Employee Benefits, Long Term Care, Health Insurance, Disability Insurance, Annuities, Term Life Insurance, Dental, Solution Design, Public Speaking, Brokers, Critical Illness, Long-term Care, Healthcare Reform PPACA, Retirement, Life Insurance, Property & Casualty..., Whole Life, Universal Life, 401k, Health Savings Accounts, Long Term Care Insurance, Commercial Insurance, Group Insurance, Retirement Planning, IRAs, Financial Planners, Accident, Fixed Annuities, Umbrella Insurance, General Insurance, Liability, Financial Planning
Education
The American College 1988 — 1994
LUTCF, FSS, Insurance and Financial Services
University of Central Florida 1984 — 1985
Polk Community College 1981 — 1983
AA
Winter Haven High 1979 — 1981
Roger Gainer, ChFC Roger Gainer, ChFC's NAIFA Experience 2009 - Present
Job President, Gainer Financial & Insurance Services, Inc.
Industry Financial Services
Experience
Gainer Financial and Insurance Services Inc. September 1988 - Present
Financial Knowledge Institute February 2011 - Present
Alto Sanitary District November 2012 - Present
NAIFA 2009 - Present
Renaissance Entrepreneurship Center 2012 - 2013
Skills
Retirement Planning, Estate Planning, Wealth Management, Financial Advisory, Insurance, Personal Financial..., Financial Education, Infinite Banking, Retirement Income..., Fixed Annuities, Investments, Financial Services
Education
The American College
ChFC, Chartered Financial Consultant
Gainer Financial and Insurance Services Inc. September 1988 - Present
Financial Knowledge Institute February 2011 - Present
Alto Sanitary District November 2012 - Present
NAIFA 2009 - Present
Renaissance Entrepreneurship Center 2012 - 2013
Skills
Retirement Planning, Estate Planning, Wealth Management, Financial Advisory, Insurance, Personal Financial..., Financial Education, Infinite Banking, Retirement Income..., Fixed Annuities, Investments, Financial Services
Education
The American College
ChFC, Chartered Financial Consultant
Zack Taber Zack Taber's NAIFA Experience 2007 - July 2011
Job Managing Partner Taber Brokerage LLC
Industry Insurance
Experience
Taber Brokerage LLC October 2004 - Present
NAIFA 2007 - July 2011
Skills
Management, Insurance, Sales, New Business Development, Life Insurance, Underwriting, Employee Benefits, Long-term Care, Estate Planning, Strategic Planning, Risk Management, Human Resources, Team Building, Process Improvement, Fixed Annuities
Education
Northeastern State University 1994 — 1999
Bachelor, Business
Taber Brokerage LLC October 2004 - Present
NAIFA 2007 - July 2011
Skills
Management, Insurance, Sales, New Business Development, Life Insurance, Underwriting, Employee Benefits, Long-term Care, Estate Planning, Strategic Planning, Risk Management, Human Resources, Team Building, Process Improvement, Fixed Annuities
Education
Northeastern State University 1994 — 1999
Bachelor, Business
John Holmes, III, LUTCF John Holmes, III, LUTCF's NAIFA Experience September 2011 - Present
Job Financial Adviser, Eagle Strategies, LLC
Industry Financial Services
Experience
Eagle Strategies, LLC November 2013 - Present
New York Life Insurance Company April 1998 - Present
NYLIFE Securities, LLC April 1998 - Present
NAIFA September 2011 - Present
NAIFA July 2010 - June 2011
PaineWebber 1996 - 1998
Skills
Insurance, Retirement, Retirement Planning, Estate Planning, Investments, 401k Rollovers, Small Business, Key Person Insurance, Annuity Sales, Multi-generational..., Licensed Life Insurance..., Succession Planning, LUTCF, Asset Protection
Education
Haslam College of Business at the University of Tennessee 1978 — 1982
BS, Finance
The Baylor School 1972 — 1976
Eagle Strategies, LLC November 2013 - Present
New York Life Insurance Company April 1998 - Present
NYLIFE Securities, LLC April 1998 - Present
NAIFA September 2011 - Present
NAIFA July 2010 - June 2011
PaineWebber 1996 - 1998
Skills
Insurance, Retirement, Retirement Planning, Estate Planning, Investments, 401k Rollovers, Small Business, Key Person Insurance, Annuity Sales, Multi-generational..., Licensed Life Insurance..., Succession Planning, LUTCF, Asset Protection
Education
Haslam College of Business at the University of Tennessee 1978 — 1982
BS, Finance
The Baylor School 1972 — 1976
Francesca M Dea Francesca M Dea's NAIFA Experience February 2003 - October 2007
Job Executive Director at The Obesity Society
Industry Nonprofit Organization Management
Experience
The Obesity Society August 2009 - Present
NAIFA February 2003 - October 2007
Life & Health Insurance Foundation for Education August 1997 - October 2005
CTIA-The Wireless Association April 1996 - August 1997
BellSouth Mobilecomm May 1995 - April 1996
National Association of Broadcasters April 1994 - May 1995
Skills
Public Speaking, Media Relations, Nonprofits, Strategic Planning, Marketing, Fundraising, Management, Event Planning, Public Relations, Leadership, Program Management, Strategic Communications, Event Management, Community Outreach, Marketing Communications, Marketing Strategy, Leadership Development
Education
The Johns Hopkins University - Carey Business School 2002 — 2006
Master of Business Administration (MBA)
Dickinson College 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
The Obesity Society August 2009 - Present
NAIFA February 2003 - October 2007
Life & Health Insurance Foundation for Education August 1997 - October 2005
CTIA-The Wireless Association April 1996 - August 1997
BellSouth Mobilecomm May 1995 - April 1996
National Association of Broadcasters April 1994 - May 1995
Skills
Public Speaking, Media Relations, Nonprofits, Strategic Planning, Marketing, Fundraising, Management, Event Planning, Public Relations, Leadership, Program Management, Strategic Communications, Event Management, Community Outreach, Marketing Communications, Marketing Strategy, Leadership Development
Education
The Johns Hopkins University - Carey Business School 2002 — 2006
Master of Business Administration (MBA)
Dickinson College 1989 — 1993
Bachelor of Arts (B.A.), Political Science and Government
Daniel Shanahan Daniel Shanahan's NAIFA Experience 2003 - 2010
Job President and General Agent, MassMutual RaleighDurham Agency | Financial Advisor
Industry Financial Services
Experience
MassMutual Financial Group October 2012 - Present
Triangle Association of Insurance & Financial Advisors May 2012 - November 2013
The Guardian Life Insurance Company of America May 2010 - October 2012
Principal Financial Group October 2006 - May 2010
NAIFA 2003 - 2010
Principal Financial Group October 2001 - October 2006
State Farm Insurance Companies May 1994 - October 2001
Skills
Fixed Annuities, Whole Life, Retirement Planning, Life Insurance, Disability Insurance, Long-term Care, Insurance, Employee Benefits, Financial Advisory, Term Life Insurance, Retirement, Business Planning, 401k, Estate Planning, Strategic Financial..., IRAs, Investments, Series 6, Series 7, Mutual Funds, Series 63, Financial Services, Sales Recruitment, Financial Goals, Long Term Care Insurance, Whole Life Insurance
Education
Marquette University 1990 — 1993
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
NAIFA - Leadership in Life Institute
MassMutual Financial Group October 2012 - Present
Triangle Association of Insurance & Financial Advisors May 2012 - November 2013
The Guardian Life Insurance Company of America May 2010 - October 2012
Principal Financial Group October 2006 - May 2010
NAIFA 2003 - 2010
Principal Financial Group October 2001 - October 2006
State Farm Insurance Companies May 1994 - October 2001
Skills
Fixed Annuities, Whole Life, Retirement Planning, Life Insurance, Disability Insurance, Long-term Care, Insurance, Employee Benefits, Financial Advisory, Term Life Insurance, Retirement, Business Planning, 401k, Estate Planning, Strategic Financial..., IRAs, Investments, Series 6, Series 7, Mutual Funds, Series 63, Financial Services, Sales Recruitment, Financial Goals, Long Term Care Insurance, Whole Life Insurance
Education
Marquette University 1990 — 1993
Bachelor of Arts (B.A.), Public Relations, Advertising, and Applied Communication
NAIFA - Leadership in Life Institute
Jeff Crane Jeff Crane's NAIFA Experience December 2004 - June 2007
Job CFP(r), Financial Consultant @ Thrivent Financial, Servant Leader,
Industry Insurance
Experience
Oceanside Valley Little League March 2010 - Present
Thrivent Financial November 1992 - Present
Oceanside Chamber of Commerce 2010 - Present
Rotary Club of Fallbrook September 2009 - January 2015
Servant Leadership Institute 2011 - 2012
NAIFA December 2004 - June 2007
Wells Fargo Bank October 1988 - August 1992
Skills
Leadership, Public Speaking, Fundraising, Team Building, Nonprofits, Customer Service
Education
Bonita Vista High School 1984 — 1987
High School Diploma, 10th-12 grade
University of San Diego 1991 — 1992
Bachelors, Business Admin--Finance
Southwestern Community College 1989 — 1991
A.A., Business
San Diego State University-California State University 1987 — 1991
Business Finance
Strategic Coach 2006 — 2011
Oceanside Valley Little League March 2010 - Present
Thrivent Financial November 1992 - Present
Oceanside Chamber of Commerce 2010 - Present
Rotary Club of Fallbrook September 2009 - January 2015
Servant Leadership Institute 2011 - 2012
NAIFA December 2004 - June 2007
Wells Fargo Bank October 1988 - August 1992
Skills
Leadership, Public Speaking, Fundraising, Team Building, Nonprofits, Customer Service
Education
Bonita Vista High School 1984 — 1987
High School Diploma, 10th-12 grade
University of San Diego 1991 — 1992
Bachelors, Business Admin--Finance
Southwestern Community College 1989 — 1991
A.A., Business
San Diego State University-California State University 1987 — 1991
Business Finance
Strategic Coach 2006 — 2011
Michael Harris, LUTCF Michael Harris, LUTCF's NAIFA Experience 2009 - 2010
Job Insurance and Financial Advisor
Industry Financial Services
Experience
COUNTRY ® Financial November 1987 - Present
naifa 2009 - 2010
Skills
Term Life Insurance, Finance, Insurance, Fixed Annuities, Financial Planners, Roth IRA, Disability Insurance, Life Insurance, Umbrella Insurance, Property & Casualty..., Whole Life, Health Insurance, Retirement, Universal Life, Key Person Insurance, Long-term Care, Long Term Care Insurance, Estate Planning, Retirement Planning, IRAs, Strategic Financial..., Retirement Savings
Education
Southern Illinois University, Carbondale 1978 — 1983
Bachelor of Science (BS), Agri-Business Economics
Vienna High School
COUNTRY ® Financial November 1987 - Present
naifa 2009 - 2010
Skills
Term Life Insurance, Finance, Insurance, Fixed Annuities, Financial Planners, Roth IRA, Disability Insurance, Life Insurance, Umbrella Insurance, Property & Casualty..., Whole Life, Health Insurance, Retirement, Universal Life, Key Person Insurance, Long-term Care, Long Term Care Insurance, Estate Planning, Retirement Planning, IRAs, Strategic Financial..., Retirement Savings
Education
Southern Illinois University, Carbondale 1978 — 1983
Bachelor of Science (BS), Agri-Business Economics
Vienna High School
Linda Haskins Davidson Linda Haskins Davidson's NAIFA Experience January 2001 - Present
Job Retired and enjoying life
Industry Fine Art
Experience
Davidson Financials April 2011 - Present
MWBN January 2001 - Present
NAIFA January 2001 - Present
New York Life Insurance January 2002 - April 2011
City of Mentor January 2001 - February 2011
Lake County PTA Council June 2008 - July 2009
Willoughby Area Chamber of Commerce January 2002 - March 2008
Sears Home Improvement January 1979 - January 1993
Skills
Long Term Care, Retirement, Entrepreneur, Insurance, Financial Planning, Strategic Planning, Strategic Financial..., Entrepreneurship, Long-term Care, College Funding..., Retirement Planning, Estate Planning, Investments, Life Insurance, Small Business, Marketing, Coaching, Public Speaking, Sales, Business Planning, Customer Service, Strategy, Leadership, Finance, Fixed Annuities, Nonprofits, Selling, Real Estate, Event Management, Portfolio Management, Mutual Funds, Financial Advisory, Disability Insurance, Financial Planners, Health Insurance, Term Life Insurance, Business, Employee Benefits, Medicare, Whole Life, Fundraising, Property & Casualty...
Education
Ohio University 1970 — 1974
BSA, Anthropology, Sociology, Economics, Music, Photography
Highland Park High 1966 — 1970
Davidson Financials April 2011 - Present
MWBN January 2001 - Present
NAIFA January 2001 - Present
New York Life Insurance January 2002 - April 2011
City of Mentor January 2001 - February 2011
Lake County PTA Council June 2008 - July 2009
Willoughby Area Chamber of Commerce January 2002 - March 2008
Sears Home Improvement January 1979 - January 1993
Skills
Long Term Care, Retirement, Entrepreneur, Insurance, Financial Planning, Strategic Planning, Strategic Financial..., Entrepreneurship, Long-term Care, College Funding..., Retirement Planning, Estate Planning, Investments, Life Insurance, Small Business, Marketing, Coaching, Public Speaking, Sales, Business Planning, Customer Service, Strategy, Leadership, Finance, Fixed Annuities, Nonprofits, Selling, Real Estate, Event Management, Portfolio Management, Mutual Funds, Financial Advisory, Disability Insurance, Financial Planners, Health Insurance, Term Life Insurance, Business, Employee Benefits, Medicare, Whole Life, Fundraising, Property & Casualty...
Education
Ohio University 1970 — 1974
BSA, Anthropology, Sociology, Economics, Music, Photography
Highland Park High 1966 — 1970
Diane Boyle's NAIFA Experience 1991 - Present
Job Senior Vice President, Government Relations at NAIFA
Industry Insurance
Experience
NAIFA 1991 - Present
Skills
Insurance, Health Insurance, Long-term Care, Employee Benefits, Life Insurance, Medicare, Term Life Insurance, Healthcare, Underwriting, Disability Insurance, Leadership, Fixed Annuities, Retirement Planning, Team Building, Brokers, Public Speaking, Managed Care, Retirement, Estate Planning, Health Care Reform, Property & Casualty..., Workers Compensation, 401k, Strategic Financial...
Education
Louisiana State University 1985 — 1989
Political Science and Government
NAIFA 1991 - Present
Skills
Insurance, Health Insurance, Long-term Care, Employee Benefits, Life Insurance, Medicare, Term Life Insurance, Healthcare, Underwriting, Disability Insurance, Leadership, Fixed Annuities, Retirement Planning, Team Building, Brokers, Public Speaking, Managed Care, Retirement, Estate Planning, Health Care Reform, Property & Casualty..., Workers Compensation, 401k, Strategic Financial...
Education
Louisiana State University 1985 — 1989
Political Science and Government
John Koehler CLU ChFC LUTCF John Koehler CLU ChFC LUTCF's NAIFA Experience January 1982 - December 2014
Job Koehler Financial
Industry Insurance
Experience
John T Koehler March 2010 - Present
Gordon Marketing 2009 - Present
Koehler Financial LLC August 1978 - Present
Koehler Financial LLC August 1978 - Present
Koehler Financial January 1978 - Present
MDRT January 1997 - December 2014
NAIFA January 1982 - December 2014
Skills
Term Life Insurance, Insurance, Disability Insurance, Whole Life, Brokers, Health Insurance, Long Term Care, Retirement, IRA's, Universal Life, Health, Roth IRA, Medicare, Fixed Annuities, Word, Writing, Employee Benefits, Retirement Planning, Group Benefits, 401k, Financial Planning, Mutual Funds, Critical Illness, Annuities, Small Business, Investments, Estate Planning, Medicare Supplements, Series 6, Dental, Wealth Management, Securities, Insurance Agents, Pre-need Funeral..., Index Universal Life, Social Security..., Social Security Planning, Long-term Care
Education
The American College 1987 — 2000
CLU ChFC, Insurance and Financial Planning
Indiana State University 1973 — 1977
Bachelor of Science (BS), Music Teacher Education
John T Koehler March 2010 - Present
Gordon Marketing 2009 - Present
Koehler Financial LLC August 1978 - Present
Koehler Financial LLC August 1978 - Present
Koehler Financial January 1978 - Present
MDRT January 1997 - December 2014
NAIFA January 1982 - December 2014
Skills
Term Life Insurance, Insurance, Disability Insurance, Whole Life, Brokers, Health Insurance, Long Term Care, Retirement, IRA's, Universal Life, Health, Roth IRA, Medicare, Fixed Annuities, Word, Writing, Employee Benefits, Retirement Planning, Group Benefits, 401k, Financial Planning, Mutual Funds, Critical Illness, Annuities, Small Business, Investments, Estate Planning, Medicare Supplements, Series 6, Dental, Wealth Management, Securities, Insurance Agents, Pre-need Funeral..., Index Universal Life, Social Security..., Social Security Planning, Long-term Care
Education
The American College 1987 — 2000
CLU ChFC, Insurance and Financial Planning
Indiana State University 1973 — 1977
Bachelor of Science (BS), Music Teacher Education
Michelle Zaman Michelle Zaman's NAIFA Experience June 2010 - Present
Job Program Manager at National Association of Insurance and Financial Advisors (NAIFA)
Industry Nonprofit Organization Management
Experience
NAIFA June 2010 - Present
NAIFA (Advisor Today) November 2006 - September 2010
NAIFA November 2006 - October 2007
BB&T November 2002 - January 2005
Skills
Insurance, Public Speaking, Leadership, Marketing, Team Building, Program Management, Small Business, Customer Service, Training, Budgets, Management, Sales, Commercial Insurance, Fundraising, Project Management, Nonprofits
Education
George Mason University 2004 — 2006
Government & International Politics
Northern Virginia Community College 2002 — 2004
Political Science, English
NAIFA June 2010 - Present
NAIFA (Advisor Today) November 2006 - September 2010
NAIFA November 2006 - October 2007
BB&T November 2002 - January 2005
Skills
Insurance, Public Speaking, Leadership, Marketing, Team Building, Program Management, Small Business, Customer Service, Training, Budgets, Management, Sales, Commercial Insurance, Fundraising, Project Management, Nonprofits
Education
George Mason University 2004 — 2006
Government & International Politics
Northern Virginia Community College 2002 — 2004
Political Science, English
Thomas Palmeri Thomas Palmeri's NAIFA Experience November 1984 - Present
Job Registered Representative at Park Ave Securities
Industry Financial Services
Experience
Forest Hills Financial Group February 2007 - Present
Park Avenue Securities February 2007 - Present
NAIFA November 1984 - Present
2004-2007 National Life Insurance Company March 2005 - February 2007
2004 Met Life Insurance Company February 1985 - March 2005
MetLife February 1985 - March 2005
Met Life Insurance Company January 1984 - January 2002
Skills
Speaks Spanish, Leadership, Management, Insurance, Sales, Training, Finance, Securities, Series 6, Financial Advisory, Fixed Annuities, Disability Insurance, Life Insurance, Public Speaking, Long-term Care, 401k, Customer Service, Health Insurance, IRAs, Long Term Care Insurance, Mutual Funds, Retirement, Retirement Planning, Series 7, Spanish, Term Life Insurance
Education
Saint Joseph's College 1980 — 1984
Human Relations, Sociology, Psychology, Business
Sachem High School 1977 — 1980
Regents Diploma, Spanish
Forest Hills Financial Group February 2007 - Present
Park Avenue Securities February 2007 - Present
NAIFA November 1984 - Present
2004-2007 National Life Insurance Company March 2005 - February 2007
2004 Met Life Insurance Company February 1985 - March 2005
MetLife February 1985 - March 2005
Met Life Insurance Company January 1984 - January 2002
Skills
Speaks Spanish, Leadership, Management, Insurance, Sales, Training, Finance, Securities, Series 6, Financial Advisory, Fixed Annuities, Disability Insurance, Life Insurance, Public Speaking, Long-term Care, 401k, Customer Service, Health Insurance, IRAs, Long Term Care Insurance, Mutual Funds, Retirement, Retirement Planning, Series 7, Spanish, Term Life Insurance
Education
Saint Joseph's College 1980 — 1984
Human Relations, Sociology, Psychology, Business
Sachem High School 1977 — 1980
Regents Diploma, Spanish
Carina Hatfield Carina Hatfield's NAIFA Experience 2009 - July 2013
Job Owner, Weigner Insurance & Financial Services Inc.
Industry Insurance
Experience
Nationwide Insurance - Weigner Insurance & Financial Services Inc. April 2013 - Present
NAIFA 2009 - July 2013
The Weigner Agency March 2005 - January 2013
Carina Hatfield Massage Therapy January 2001 - October 2012
Skills
Disability Insurance, Term Life Insurance, Whole Life, Life Insurance, Fixed Annuities, Long-term Care, Homeowners, Retirement, Workers Compensation, Commercial Insurance, Universal Life, Employee Benefits, Estate Planning, Insurance, Health Insurance, Umbrella Insurance, Long Term Care Insurance, IRAs, Retirement Planning, Property & Casualty...
Education
Immaculata University 1998 — 2005
Bachelor of Science, Organizational Dynamics
Pottsgrove
Nationwide Insurance - Weigner Insurance & Financial Services Inc. April 2013 - Present
NAIFA 2009 - July 2013
The Weigner Agency March 2005 - January 2013
Carina Hatfield Massage Therapy January 2001 - October 2012
Skills
Disability Insurance, Term Life Insurance, Whole Life, Life Insurance, Fixed Annuities, Long-term Care, Homeowners, Retirement, Workers Compensation, Commercial Insurance, Universal Life, Employee Benefits, Estate Planning, Insurance, Health Insurance, Umbrella Insurance, Long Term Care Insurance, IRAs, Retirement Planning, Property & Casualty...
Education
Immaculata University 1998 — 2005
Bachelor of Science, Organizational Dynamics
Pottsgrove
Kevin Lammers Kevin Lammers's NAIFA Experience 2001 - 2013
Job Agent/Owner with Horace Mann (Kevin Lammers Ins. Agency)
Industry Insurance
Experience
Horace Mann August 1999 - Present
StandByMeDE.org 2011 - July 2013
NAIFA 2001 - 2013
Junior Achievement of Delaware 2006 - 2009
West Chester University July 1994 - August 1999
Johns Hopkins University August 1993 - July 1994
University of Delaware August 1991 - August 1993
Skills
Seminars, Education, Non-profit Volunteer, Advising Clients, Client Counseling, Creative Problem Solving, Client Centered, Friendly Personality, Love Of Learning, Public Speaking, Term Life Insurance, Retirement, Insurance, Life Insurance, Whole Life, Fixed Annuities, Health Insurance, Long-term Care, Disability Insurance, Long Term Care Insurance, Legal Liability, 401k, General Insurance, Underwriting, Homeowners, Casualty, Employee Benefits, Retirement Planning, IRAs, Umbrella Insurance, Liability, Accident, Property & Casualty..., Universal Life, Renters, Casualty Insurance, Non-profit Volunteering
Education
University of Delaware 1991 — 1993
Master of Education (M.Ed.), College Student Counseling and Personnel Services
James Madison University 1984 — 1989
Bachelor of Arts (B.A.), Secondary Education and Teaching
Horace Mann August 1999 - Present
StandByMeDE.org 2011 - July 2013
NAIFA 2001 - 2013
Junior Achievement of Delaware 2006 - 2009
West Chester University July 1994 - August 1999
Johns Hopkins University August 1993 - July 1994
University of Delaware August 1991 - August 1993
Skills
Seminars, Education, Non-profit Volunteer, Advising Clients, Client Counseling, Creative Problem Solving, Client Centered, Friendly Personality, Love Of Learning, Public Speaking, Term Life Insurance, Retirement, Insurance, Life Insurance, Whole Life, Fixed Annuities, Health Insurance, Long-term Care, Disability Insurance, Long Term Care Insurance, Legal Liability, 401k, General Insurance, Underwriting, Homeowners, Casualty, Employee Benefits, Retirement Planning, IRAs, Umbrella Insurance, Liability, Accident, Property & Casualty..., Universal Life, Renters, Casualty Insurance, Non-profit Volunteering
Education
University of Delaware 1991 — 1993
Master of Education (M.Ed.), College Student Counseling and Personnel Services
James Madison University 1984 — 1989
Bachelor of Arts (B.A.), Secondary Education and Teaching
Sean P. Reali Sean P. Reali's NAIFA Experience 2003 - 2013
Job MA, CLF State Farm Agent President/Owner Reali Insurance & Fin. Svcs. Inc.
Industry Financial Services
Experience
Reali Insurance & Financial Services, Inc. April 2013 - Present
Greater Reading Young Professional 2013 - 2014
Greater Reading Young Professional 2013 - 2014
State Farm Insurance July 2009 - April 2013
NAIFA 2003 - 2013
State Farm Insurance July 2006 - July 2009
Naionwide Insurance and Financial Services September 2003 - July 2006
Struers A/S October 1998 - September 2003
Skills
Strategic Thinking, Building Relationships, Creative Concept..., Strategic Planning, Product Development, Marketing Strategy, Sales Management, Sales, Team Leadership, Sales Process, Insurance, Customer Retention, Life Insurance, Leadership, Coaching, Fixed Annuities, Whole Life, Universal Life, Disability Insurance, Retirement, Financial Services, Homeowners, Property & Casualty..., Term Life Insurance, Small Business, Long-term Care, Long Term Care Insurance, Umbrella Insurance, Retirement Planning, IRAs, Roth IRA, Commercial Insurance, Health Insurance, 401k, Casualty, General Insurance, Financial Planners, Series 6, Mutual Funds, Legal Liability, Underwriting, Workers Compensation, Employee Benefits, Estate Planning, Financial Planning, Team Building, Marketing, Customer Service, Management, Casualty Insurance
Education
The American College 2009 — 2011
CLF, Leadership
Syracuse University 1996 — 1998
M.A., Consumer Studies with International Business Focus
Syracuse University 1992 — 1996
B.S., Business
Bay High School 1989 — 1992
Reali Insurance & Financial Services, Inc. April 2013 - Present
Greater Reading Young Professional 2013 - 2014
Greater Reading Young Professional 2013 - 2014
State Farm Insurance July 2009 - April 2013
NAIFA 2003 - 2013
State Farm Insurance July 2006 - July 2009
Naionwide Insurance and Financial Services September 2003 - July 2006
Struers A/S October 1998 - September 2003
Skills
Strategic Thinking, Building Relationships, Creative Concept..., Strategic Planning, Product Development, Marketing Strategy, Sales Management, Sales, Team Leadership, Sales Process, Insurance, Customer Retention, Life Insurance, Leadership, Coaching, Fixed Annuities, Whole Life, Universal Life, Disability Insurance, Retirement, Financial Services, Homeowners, Property & Casualty..., Term Life Insurance, Small Business, Long-term Care, Long Term Care Insurance, Umbrella Insurance, Retirement Planning, IRAs, Roth IRA, Commercial Insurance, Health Insurance, 401k, Casualty, General Insurance, Financial Planners, Series 6, Mutual Funds, Legal Liability, Underwriting, Workers Compensation, Employee Benefits, Estate Planning, Financial Planning, Team Building, Marketing, Customer Service, Management, Casualty Insurance
Education
The American College 2009 — 2011
CLF, Leadership
Syracuse University 1996 — 1998
M.A., Consumer Studies with International Business Focus
Syracuse University 1992 — 1996
B.S., Business
Bay High School 1989 — 1992
Brittany Coffman Brittany Coffman's NAIFA Experience May 2011 - October 2011
Job Sr. Event Planner at LMI
Industry Management Consulting
Experience
LMI February 2015 - Present
Joint Improvised Explosive Device Defeat Organization December 2013 - February 2015
LMI February 2012 - December 2013
NAIFA May 2011 - October 2011
The Leukemia & Lymphoma Society January 2010 - May 2010
Skills
Strategy, Program Management, Management Consulting, Strategic Planning, Project Management, Budgets, Marketing, Government, Data Analysis, Leadership, Business Development, Nonprofits, Project Planning, Event Planning, Wedding Planning
Education
George Mason University 2005 — 2011
Bachelor of Science (BS), Tourism and Events Management
LMI February 2015 - Present
Joint Improvised Explosive Device Defeat Organization December 2013 - February 2015
LMI February 2012 - December 2013
NAIFA May 2011 - October 2011
The Leukemia & Lymphoma Society January 2010 - May 2010
Skills
Strategy, Program Management, Management Consulting, Strategic Planning, Project Management, Budgets, Marketing, Government, Data Analysis, Leadership, Business Development, Nonprofits, Project Planning, Event Planning, Wedding Planning
Education
George Mason University 2005 — 2011
Bachelor of Science (BS), Tourism and Events Management
Kevin Cloutier Kevin Cloutier's NAIFA Experience 2010 - 2010
Job VP Sales at Disability Resource Group
Industry Insurance
Experience
Disability Resource Group January 2002 - Present
NAIFA 2010 - 2010
Education
Bowdoin College 1986 — 1990
Disability Resource Group January 2002 - Present
NAIFA 2010 - 2010
Education
Bowdoin College 1986 — 1990
David Farabee David Farabee's NAIFA Experience 1985 - 2013
Job Owner, Boley Featherston Huffman & Deal Ins Svc, Inc
Industry Insurance
Experience
Boley Featherston Huffman & Deal Ins Svcs Inc January 1987 - Present
NAIFA 1985 - 2013
Texas House of Representatives January 1999 - January 2011
Education
Midwestern State University
BA, Mass Comm
Universtiy of Texas
Boley Featherston Huffman & Deal Ins Svcs Inc January 1987 - Present
NAIFA 1985 - 2013
Texas House of Representatives January 1999 - January 2011
Education
Midwestern State University
BA, Mass Comm
Universtiy of Texas
R. Thad Lincoln's NAIFA Experience 2007 - September 2013
Job CEO at The Retirement Concepts Group
Industry Financial Services
Experience
Retirement Concepts Group, LLC July 1996 - Present
NAIFA 2007 - September 2013
Skills
Retirement Planning, Retirement Income..., Retirement Plan...
Education
Benedictine College 1992 — 1996
BA, Economics
Retirement Concepts Group, LLC July 1996 - Present
NAIFA 2007 - September 2013
Skills
Retirement Planning, Retirement Income..., Retirement Plan...
Education
Benedictine College 1992 — 1996
BA, Economics
Penny Righthand Penny Righthand's NAIFA Experience 1990 - Present
Job Financial Advisor
Industry Financial Services
Experience
Advisor Today 2000 - Present
NAIFA 1990 - Present
Eagle Strategies, LLC 1987 - Present
New York Life 1987 - Present
Michael Thomas Corporation 1984 - 1987
Penny Righthand, Reporter 1983 - 1985
The Montclarion 1978 - 1983
Highland Alameda County Hospital 1976 - 1978
Skills
Estate Planning, Strategic Financial..., Wealth Management, Retirement Planning, Insurance, Retirement, Investments, Disability Insurance, Financial Advisory, Public Speaking, Life Insurance, Fixed Annuities, Financial Services, Wealth
Education
Bryn Mawr College 1987 — 1990
CLU, ChFC, Financial
The Evergreen State College 1974 — 1975
BA, Writing/Journalism
University of Michigan 1964 — 1969
BS, Nursing, Psychology, Writing
Advisor Today 2000 - Present
NAIFA 1990 - Present
Eagle Strategies, LLC 1987 - Present
New York Life 1987 - Present
Michael Thomas Corporation 1984 - 1987
Penny Righthand, Reporter 1983 - 1985
The Montclarion 1978 - 1983
Highland Alameda County Hospital 1976 - 1978
Skills
Estate Planning, Strategic Financial..., Wealth Management, Retirement Planning, Insurance, Retirement, Investments, Disability Insurance, Financial Advisory, Public Speaking, Life Insurance, Fixed Annuities, Financial Services, Wealth
Education
Bryn Mawr College 1987 — 1990
CLU, ChFC, Financial
The Evergreen State College 1974 — 1975
BA, Writing/Journalism
University of Michigan 1964 — 1969
BS, Nursing, Psychology, Writing
David H Farra's NAIFA Experience June 2015 - Present
Job Partner | New York Life | Greater Chicago General Office |
Industry Financial Services
Experience
NAIFA June 2015 - Present
New York Life July 2013 - Present
NYLIFE Securities LLC, Member FINRA/SIPC July 2009 - July 2013
Packaging Design April 2005 - June 2009
Chicago Mercantile Exchange January 1995 - April 2005
Apollo Trading 1994 - 1996
ED&F Man January 1991 - October 1993
Skills
Sales Force Development, Training & Development, Mentoring, Leadership Development, Agent Development, Financial Services, Retirement Planning, Investments, Insurance, Leadership, Sales, Estate Planning, Business Planning, Career Development, Asset Allocation, Strategic Planning, Financial Planning, Risk Management, Finance, Customer Service, Fixed Annuities, Strategy, Training, Marketing, Analysis, Portfolio Management, Recruiting, Team Building, Life Insurance, Sales Management, Asset Management
Education
Northern Illinois University 1987 — 1990
B.A., Economics
Hinisdale Central
NAIFA June 2015 - Present
New York Life July 2013 - Present
NYLIFE Securities LLC, Member FINRA/SIPC July 2009 - July 2013
Packaging Design April 2005 - June 2009
Chicago Mercantile Exchange January 1995 - April 2005
Apollo Trading 1994 - 1996
ED&F Man January 1991 - October 1993
Skills
Sales Force Development, Training & Development, Mentoring, Leadership Development, Agent Development, Financial Services, Retirement Planning, Investments, Insurance, Leadership, Sales, Estate Planning, Business Planning, Career Development, Asset Allocation, Strategic Planning, Financial Planning, Risk Management, Finance, Customer Service, Fixed Annuities, Strategy, Training, Marketing, Analysis, Portfolio Management, Recruiting, Team Building, Life Insurance, Sales Management, Asset Management
Education
Northern Illinois University 1987 — 1990
B.A., Economics
Hinisdale Central
Luke Wolkers Luke Wolkers's NAIFA Experience April 2013 - Present
Job Sales Representative at Rogers Benefit Group
Industry Insurance
Experience
Rogers Benefit Group August 2012 - Present
National Association of Health Underwriters (NAHU) August 2013 - Present
NAIFA April 2013 - Present
Cowell Insurance Group, Inc. March 2009 - July 2012
Cowell Companies, LLC 2009 - July 2012
Alternative Risk Services 2009 - July 2012
Skills
Property & Casualty..., Life & Health Insurance, Marketing, Insurance, Workers Compensation, Risk Management, Group Health Benefits, Health Insurance, Life Insurance, Underwriting, Brokers, Sales, Disability Insurance, Fixed Annuities, Term Life Insurance, Commercial Lines, Employee Benefits, Leadership, Commercial Insurance
Education
Park University 2005 — 2009
Bachelor's Degree, International Business & Marketing, Minor in Economics
Elite Force Sales Training School 2009 — 2010
Associate in Insurance Production, Sales
Rogers Benefit Group August 2012 - Present
National Association of Health Underwriters (NAHU) August 2013 - Present
NAIFA April 2013 - Present
Cowell Insurance Group, Inc. March 2009 - July 2012
Cowell Companies, LLC 2009 - July 2012
Alternative Risk Services 2009 - July 2012
Skills
Property & Casualty..., Life & Health Insurance, Marketing, Insurance, Workers Compensation, Risk Management, Group Health Benefits, Health Insurance, Life Insurance, Underwriting, Brokers, Sales, Disability Insurance, Fixed Annuities, Term Life Insurance, Commercial Lines, Employee Benefits, Leadership, Commercial Insurance
Education
Park University 2005 — 2009
Bachelor's Degree, International Business & Marketing, Minor in Economics
Elite Force Sales Training School 2009 — 2010
Associate in Insurance Production, Sales
Ann Marie Mayuga (@ammayuga & @stlpr) Ann Marie Mayuga (@ammayuga & @stlpr)'s NAIFA Experience May 1992 - October 1995
Job Public Relations | Internal Communications | Media Relations | Marketing | Reputation Management | Crisis Communications
Industry Public Relations and Communications
Experience
AMM Communications, LLC. June 2008 - Present
Sturges Word Communications January 2006 - May 2008
GenAmerica Financial October 1997 - December 2005
Fleishman-Hillard June 1996 - October 1997
American Insurance Association October 1995 - May 1996
NAIFA May 1992 - October 1995
Skills
Media Relations, Press Releases, Newsletters, Crisis Communications, Internal Communications, Reputation Management, Online Reputation..., Marketing Strategy, Social Media Marketing, Marketing Communications, Marketing Management, Public Speaking, Publicity, Strategic..., Public Relations, Brand Development, Social Media, Publications, Facebook, Journalism, Online Marketing, Messaging, CRM, Public Affairs, SEO, Blogging, Marketing, Corporate Communications, Speech Writing, Copy Editing, Strategic Communications, Message Development, Online Advertising, Radio, New Media, Feature Articles, Business Development, Crisis Management, Web Content, Market Planning, Community Development, Copywriting, Management, Content Development, Broadcast, Communications Planning, Interviews, Storytelling, Social Networking, Media Studies
Education
American University
Masters of Art, Journalism and Public Affairs
The University of Georgia
Masters of Adult and Continuing Education, Higher Education
University of Missouri-Columbia
Bachelors of Journalism, Journalism, magazine sequence
AMM Communications, LLC. June 2008 - Present
Sturges Word Communications January 2006 - May 2008
GenAmerica Financial October 1997 - December 2005
Fleishman-Hillard June 1996 - October 1997
American Insurance Association October 1995 - May 1996
NAIFA May 1992 - October 1995
Skills
Media Relations, Press Releases, Newsletters, Crisis Communications, Internal Communications, Reputation Management, Online Reputation..., Marketing Strategy, Social Media Marketing, Marketing Communications, Marketing Management, Public Speaking, Publicity, Strategic..., Public Relations, Brand Development, Social Media, Publications, Facebook, Journalism, Online Marketing, Messaging, CRM, Public Affairs, SEO, Blogging, Marketing, Corporate Communications, Speech Writing, Copy Editing, Strategic Communications, Message Development, Online Advertising, Radio, New Media, Feature Articles, Business Development, Crisis Management, Web Content, Market Planning, Community Development, Copywriting, Management, Content Development, Broadcast, Communications Planning, Interviews, Storytelling, Social Networking, Media Studies
Education
American University
Masters of Art, Journalism and Public Affairs
The University of Georgia
Masters of Adult and Continuing Education, Higher Education
University of Missouri-Columbia
Bachelors of Journalism, Journalism, magazine sequence
Charles D. Wilder Charles D. Wilder's NAIFA Experience August 2007 - Present
Job Estate & Business Planning Attorney
Industry Law Practice
Experience
Estate Planning and Legacy Law Center, PLC January 1984 - Present
NAIFA August 2007 - Present
The Advisor's Forum January 2008 - Present
ElderCounsel, LLC 2007 - Present
Orlando Regional Chamber of Commerce 2014 - 2015
Orlando Regional Chamber of Commerce 2014 - 2015
Orlando Regional Chamber of Commerce 2014 - 2015
Orlando Masterminds 2014 - 2015
Orlando Masterminds 2014 - 2015
Orlando Masterminds 2014 - 2015
Skills
Preparation of Wills, Living Trusts, Life Insurance Trusts, Charitable Remainder..., Generation Skipping..., Asset Protection..., Business Succession..., Family Limited..., Medicaid Planning, Probate and Trust..., Guardianships, Asset Protection, Business Formation, Trusts, Succession Planning, Estate Planning, Guardianship, Elder Law, Medicaid, Limited Partnerships, Estate Tax Planning, Irrevocable Life..., Estate Administration, Wills, Civil Litigation, Estate Law, Powers of Attorney, Trust, LLC, Entity Extraction, Special Needs Trusts, Conservatorships, Wealth, Tax Law, Business Transactions, Domestic Relations, Prenuptial Agreements
Education
University of Florida - Fredric G. Levin College of Law 1980 — 1981
LLM, Tax
Nova Southeastern University—Shepard Broad Law Center 1977 — 1980
JD, Law
University of South Florida 1966 — 1970
BS, Natural Science
Woodbridge High School 1964 — 1966
High School
Estate Planning and Legacy Law Center, PLC January 1984 - Present
NAIFA August 2007 - Present
The Advisor's Forum January 2008 - Present
ElderCounsel, LLC 2007 - Present
Orlando Regional Chamber of Commerce 2014 - 2015
Orlando Regional Chamber of Commerce 2014 - 2015
Orlando Regional Chamber of Commerce 2014 - 2015
Orlando Masterminds 2014 - 2015
Orlando Masterminds 2014 - 2015
Orlando Masterminds 2014 - 2015
Skills
Preparation of Wills, Living Trusts, Life Insurance Trusts, Charitable Remainder..., Generation Skipping..., Asset Protection..., Business Succession..., Family Limited..., Medicaid Planning, Probate and Trust..., Guardianships, Asset Protection, Business Formation, Trusts, Succession Planning, Estate Planning, Guardianship, Elder Law, Medicaid, Limited Partnerships, Estate Tax Planning, Irrevocable Life..., Estate Administration, Wills, Civil Litigation, Estate Law, Powers of Attorney, Trust, LLC, Entity Extraction, Special Needs Trusts, Conservatorships, Wealth, Tax Law, Business Transactions, Domestic Relations, Prenuptial Agreements
Education
University of Florida - Fredric G. Levin College of Law 1980 — 1981
LLM, Tax
Nova Southeastern University—Shepard Broad Law Center 1977 — 1980
JD, Law
University of South Florida 1966 — 1970
BS, Natural Science
Woodbridge High School 1964 — 1966
High School
William McDermott, LLIF William McDermott, LLIF's NAIFA Experience 2009 - 2011
Job Executive Vice President at Hoopis Financial Group
Industry Financial Services
Experience
Hoopis Financial Group April 2014 - Present
Lenox Advisors December 2010 - April 2014
NAIFA 2009 - 2011
Rabjohns Financial Group/New England Financial November 2008 - December 2010
MassMutual Financial Group 2000 - 2002
AIA & Manulife 1985 - 2000
Skills
Retirement Planning, Insurance, Wealth Management, Risk Management, 401k, Investments, Fixed Annuities, Asset Management, Long Term Care Insurance, Mutual Funds, Financial Services, Small Business, Retirement
Education
Babson College 1995 — 1999
LIMRA Leadership Institute Fellow, Financial Services
University of Pennsylvania - The Wharton School 1995 — 1999
LIMRA Leadership Institute Fellow, Financial Services
Midland University
Bachelor’s Degree, Behavioral Sciences
Hoopis Financial Group April 2014 - Present
Lenox Advisors December 2010 - April 2014
NAIFA 2009 - 2011
Rabjohns Financial Group/New England Financial November 2008 - December 2010
MassMutual Financial Group 2000 - 2002
AIA & Manulife 1985 - 2000
Skills
Retirement Planning, Insurance, Wealth Management, Risk Management, 401k, Investments, Fixed Annuities, Asset Management, Long Term Care Insurance, Mutual Funds, Financial Services, Small Business, Retirement
Education
Babson College 1995 — 1999
LIMRA Leadership Institute Fellow, Financial Services
University of Pennsylvania - The Wharton School 1995 — 1999
LIMRA Leadership Institute Fellow, Financial Services
Midland University
Bachelor’s Degree, Behavioral Sciences
Diane Ramos, CMP Diane Ramos, CMP's NAIFA Experience May 2006 - Present
Job National Strategic Events Executive and Internal Consultant
Industry Nonprofit Organization Management
Experience
NAIFA May 2006 - Present
Advisory Council on Historic Preservation December 2004 - May 2006
American Bankers Association October 1998 - May 2004
Marketing General, Inc. November 1996 - October 1998
James River Corporation March 1993 - October 1996
Skills
Meeting Planning, Nonprofits, Customer Service, Association Management, Convention Services, Yield Management, Budgets, Event Management, Event Planning, Conference Coordination, Conference Organization, Contracting, Strategic Planning, Project Management, Project Planning, Hospitality, Volunteer Management, Conference Logistics, Certified Meeting..., Conference Registration, Microsoft Office, Microsoft Excel, Sponsorship, Public Relations, Training, Marketing Communications, Management, Trade Shows, Program Management, Leadership, Marketing, Contract Negotiation, Team Building, Public Speaking, Community Outreach, Corporate Events, Registration
Education
Western Connecticut State University 1990 — 1993
B.B.A, Marketing
Eastern Connecticut State University 1988 — 1990
none, Business
NAIFA May 2006 - Present
Advisory Council on Historic Preservation December 2004 - May 2006
American Bankers Association October 1998 - May 2004
Marketing General, Inc. November 1996 - October 1998
James River Corporation March 1993 - October 1996
Skills
Meeting Planning, Nonprofits, Customer Service, Association Management, Convention Services, Yield Management, Budgets, Event Management, Event Planning, Conference Coordination, Conference Organization, Contracting, Strategic Planning, Project Management, Project Planning, Hospitality, Volunteer Management, Conference Logistics, Certified Meeting..., Conference Registration, Microsoft Office, Microsoft Excel, Sponsorship, Public Relations, Training, Marketing Communications, Management, Trade Shows, Program Management, Leadership, Marketing, Contract Negotiation, Team Building, Public Speaking, Community Outreach, Corporate Events, Registration
Education
Western Connecticut State University 1990 — 1993
B.B.A, Marketing
Eastern Connecticut State University 1988 — 1990
none, Business
Lauren Hefner, MPA, CAE Lauren Hefner, MPA, CAE's NAIFA Experience 2006 - 2008
Job Director, Member Care at Healthcare Businesswomen’s Association
Industry Nonprofit Organization Management
Experience
Healthcare Businesswomen’s Association September 2013 - Present
Hefner Photography January 2005 - Present
National Grocers Association 2012 - 2013
Laboratory Products Association August 2010 - December 2012
National Cancer Registrars Association 2008 - 2010
NAIFA 2006 - 2008
American Sociological Association 2000 - 2005
Clear Channel Radio 2002 - 2004
Skills
Social Networking, Customer Service, Photography, Non-profit Marketing, Non-profits, Association Management, Social Media, Marketing Communications, Communication, Marketing, Event Planning, Leadership, Strategic Planning, Strategy, Nonprofits, Social Media Marketing, Community Outreach, Public Speaking, Marketing Strategy, Volunteer Management, Newsletters, Public Relations, Leadership Development, Event Management, Time Management, Fundraising, Media Relations, Recruiting, Strategic Communications, Publications, Editing, Program Development, Research, Press Releases, Community Development, Facebook, Proposal Writing, Advertising, Grant Writing, Non-profit..., Residential Homes, Copywriting, Digital Photography, Blogging, Meeting Planning, Philanthropy, Email Marketing
Education
Virginia Commonwealth University 2000 — 2005
BSW, Social Work
Virginia Commonwealth University 2009 — 2011
Bachelor of Interdisicplinary Study, Human Communications & Administration, 4.0
Indiana State University 2012 — 2015
Master's Degree, Public Administration (MPA), 4.0
MSAE 2011 — 2011
CAE Prep Course
West Springfield High School 1996 — 2000
Healthcare Businesswomen’s Association September 2013 - Present
Hefner Photography January 2005 - Present
National Grocers Association 2012 - 2013
Laboratory Products Association August 2010 - December 2012
National Cancer Registrars Association 2008 - 2010
NAIFA 2006 - 2008
American Sociological Association 2000 - 2005
Clear Channel Radio 2002 - 2004
Skills
Social Networking, Customer Service, Photography, Non-profit Marketing, Non-profits, Association Management, Social Media, Marketing Communications, Communication, Marketing, Event Planning, Leadership, Strategic Planning, Strategy, Nonprofits, Social Media Marketing, Community Outreach, Public Speaking, Marketing Strategy, Volunteer Management, Newsletters, Public Relations, Leadership Development, Event Management, Time Management, Fundraising, Media Relations, Recruiting, Strategic Communications, Publications, Editing, Program Development, Research, Press Releases, Community Development, Facebook, Proposal Writing, Advertising, Grant Writing, Non-profit..., Residential Homes, Copywriting, Digital Photography, Blogging, Meeting Planning, Philanthropy, Email Marketing
Education
Virginia Commonwealth University 2000 — 2005
BSW, Social Work
Virginia Commonwealth University 2009 — 2011
Bachelor of Interdisicplinary Study, Human Communications & Administration, 4.0
Indiana State University 2012 — 2015
Master's Degree, Public Administration (MPA), 4.0
MSAE 2011 — 2011
CAE Prep Course
West Springfield High School 1996 — 2000
Terry Lombard, CHC Terry Lombard, CHC's NAIFA Experience 1993 - Present
Job President, Lombard Benefits Group, Inc.
Industry Insurance
Experience
Lombard Benefits Group, Inc. June 2001 - Present
NAIFA 1993 - Present
Anthem BCBS December 1981 - April 1996
Blue Cross Blue Shield of Maine 1981 - 1996
WMGX FM93 April 1979 - October 1981
Skills
Employee Benefits, Health Savings Accounts, Disability Insurance, Health Insurance, Insurance, Small Business, Medicare, Strategic Financial..., Leadership Development, Benefits Administration, Underwriting, Dentistry, Coaching, Organizational..., Healthcare, Long-term Care, Life Insurance, Performance Management, Fixed Annuities, Term Life Insurance, Mergers, Claim, Mergers & Acquisitions, Commercial Insurance, Managed Care
Education
Purdue University - Krannert School of Management 1986 — 1987
Certified Health Consultant, Business
University of Maine 1974 — 1978
BA, Journalism
U. S. International University 1973 — 1974
Drama
Lombard Benefits Group, Inc. June 2001 - Present
NAIFA 1993 - Present
Anthem BCBS December 1981 - April 1996
Blue Cross Blue Shield of Maine 1981 - 1996
WMGX FM93 April 1979 - October 1981
Skills
Employee Benefits, Health Savings Accounts, Disability Insurance, Health Insurance, Insurance, Small Business, Medicare, Strategic Financial..., Leadership Development, Benefits Administration, Underwriting, Dentistry, Coaching, Organizational..., Healthcare, Long-term Care, Life Insurance, Performance Management, Fixed Annuities, Term Life Insurance, Mergers, Claim, Mergers & Acquisitions, Commercial Insurance, Managed Care
Education
Purdue University - Krannert School of Management 1986 — 1987
Certified Health Consultant, Business
University of Maine 1974 — 1978
BA, Journalism
U. S. International University 1973 — 1974
Drama
Scarlett Hommerbocker Scarlett Hommerbocker's NAIFA Experience 2009 - 2010
Job Independent Insurance Agent
Industry Financial Services
Experience
Self Employed- Insurance January 2013 - Present
Ohio National Financial Services 2011 - Present
Godwin Insurance Agency November 2010 - January 2013
Networking 2008 - 2013
Nautilus Financial Strategies November 2008 - December 2010
NAIFA 2009 - 2010
Women's Networking 2009 - 2010
BNI 2008 - 2010
Skills
Retirement Planning, Small Business, Insurance, Public Speaking, Disability Insurance, Training, Term Life Insurance, Real Estate, Life Insurance, Fixed Annuities, Long-term Care, Selling, Medicare, IRAs, 401k, Strategic Financial..., Customer Service, Employee Benefits, Health Insurance, Strategic Planning, Retirement, Marketing
Education
University of West Florida - College of Business 2001 — 2003
BSBA, Managment & Finance
Pensacola Junior College 1997 — 1998
Leadership Santa Rosa
Pensacola Junior College
Self Employed- Insurance January 2013 - Present
Ohio National Financial Services 2011 - Present
Godwin Insurance Agency November 2010 - January 2013
Networking 2008 - 2013
Nautilus Financial Strategies November 2008 - December 2010
NAIFA 2009 - 2010
Women's Networking 2009 - 2010
BNI 2008 - 2010
Skills
Retirement Planning, Small Business, Insurance, Public Speaking, Disability Insurance, Training, Term Life Insurance, Real Estate, Life Insurance, Fixed Annuities, Long-term Care, Selling, Medicare, IRAs, 401k, Strategic Financial..., Customer Service, Employee Benefits, Health Insurance, Strategic Planning, Retirement, Marketing
Education
University of West Florida - College of Business 2001 — 2003
BSBA, Managment & Finance
Pensacola Junior College 1997 — 1998
Leadership Santa Rosa
Pensacola Junior College
Bob Bradshaw Bob Bradshaw's NAIFA Experience December 1996 - May 2001
Job President & CEO at Independent Insurance Agents of Virginia
Industry Insurance
Experience
Independent Insurance Agents of Virginia May 2001 - Present
NAIFA December 1996 - May 2001
Virginia Association of Life Underwriters February 1995 - December 1996
The Phoenix Corporation April 1994 - December 1994
National Society of Public Accountants June 1986 - April 1994
Skills
Association Management, General Insurance, Workers Compensation, Health Insurance, Fundraising, Automation, Strategic Planning, Lobbying, Market Research, Property & Casualty..., Organizational..., Marketing Strategy, Employee Benefits, Nonprofits, Disability Insurance, Leadership, Public Speaking, Marketing, Brokers, Team Building, Management
Education
The George Washington University - School of Business 1987 — 1990
Master, Association Management
Lynchburg College 1976 — 1979
BA, History/Political Science
Independent Insurance Agents of Virginia May 2001 - Present
NAIFA December 1996 - May 2001
Virginia Association of Life Underwriters February 1995 - December 1996
The Phoenix Corporation April 1994 - December 1994
National Society of Public Accountants June 1986 - April 1994
Skills
Association Management, General Insurance, Workers Compensation, Health Insurance, Fundraising, Automation, Strategic Planning, Lobbying, Market Research, Property & Casualty..., Organizational..., Marketing Strategy, Employee Benefits, Nonprofits, Disability Insurance, Leadership, Public Speaking, Marketing, Brokers, Team Building, Management
Education
The George Washington University - School of Business 1987 — 1990
Master, Association Management
Lynchburg College 1976 — 1979
BA, History/Political Science
Shannon Kuetemeyer Robertson, CAE, M.S.'s NAIFA Experience 1997 - 2011
Job NAIFA Louisiana & NAIFA Baton Rouge Executive Director
Industry Nonprofit Organization Management
Experience
NAIFA Baton Rouge 2003 - Present
NAIFA Louisiana 1997 - Present
LSAE February 2010 - February 2014
LSAE 2000 - 2011
NAIFA 1997 - 2011
Louisiana Society of Association Executives 2008 - 2009
LSU College of Agriculture 1993 - 1997
Skills
Association Management, Leadership Development, Meeting Planning, Public Relations, Public Speaking, Event Planning, Fundraising, Marketing, Team Building, Strategic Planning, Non-profits, Event Management, Social Media, Insurance, Budget, Volunteer Management
Education
Louisiana State University 1994 — 1997
MS, Human Resource Development
Louisiana State University 1987 — 1992
BS, Vocational Business Education
Green Run High School 1985 — 1987
NAIFA Baton Rouge 2003 - Present
NAIFA Louisiana 1997 - Present
LSAE February 2010 - February 2014
LSAE 2000 - 2011
NAIFA 1997 - 2011
Louisiana Society of Association Executives 2008 - 2009
LSU College of Agriculture 1993 - 1997
Skills
Association Management, Leadership Development, Meeting Planning, Public Relations, Public Speaking, Event Planning, Fundraising, Marketing, Team Building, Strategic Planning, Non-profits, Event Management, Social Media, Insurance, Budget, Volunteer Management
Education
Louisiana State University 1994 — 1997
MS, Human Resource Development
Louisiana State University 1987 — 1992
BS, Vocational Business Education
Green Run High School 1985 — 1987
Betty Lindstrom Betty Lindstrom's NAIFA Experience 1983 - Present
Job Independent Insurance Broker and owner of Lindstrom Insurance
Industry Insurance
Experience
Lindstrom Insurance September 1995 - Present
NAIFA 1983 - Present
Skills
Long Term Care, Term Life Insurance, Employee Benefits, Insurance, Medicare Plans, Health Insurance, Dental and Vision Plans, Health Savings Accounts, Brokers, Health Policy, Life Insurance, Plans, Medicare, Long-term Care, Dentistry, Small Business, Disability Insurance, Financial Planners, Management, Claim, Retirement, Managed Care, Healthcare, Fixed Annuities, Long Term Care Insurance, Accident, IRAs, 401k, Retirement Planning, Critical Illness, Universal Life, Financial Planning
Education
San Jose State University 1980 — 1983
Mathematics
Life Office Management Association 1976 — 1985
FLMI, Fellow Life Management Institute, Life Insurance and Annuities, "With Distinction"
The American College 1993 — 1995
RHU, Registered Health Underwriter, Health Insurance for groups, individuals and families
America's Health Insurance Plans / Academy for Healthcare Management 2012 — 2012
FHIAS, Fellow Health Insurance Advanced Studies, Health Insurance
Lindstrom Insurance September 1995 - Present
NAIFA 1983 - Present
Skills
Long Term Care, Term Life Insurance, Employee Benefits, Insurance, Medicare Plans, Health Insurance, Dental and Vision Plans, Health Savings Accounts, Brokers, Health Policy, Life Insurance, Plans, Medicare, Long-term Care, Dentistry, Small Business, Disability Insurance, Financial Planners, Management, Claim, Retirement, Managed Care, Healthcare, Fixed Annuities, Long Term Care Insurance, Accident, IRAs, 401k, Retirement Planning, Critical Illness, Universal Life, Financial Planning
Education
San Jose State University 1980 — 1983
Mathematics
Life Office Management Association 1976 — 1985
FLMI, Fellow Life Management Institute, Life Insurance and Annuities, "With Distinction"
The American College 1993 — 1995
RHU, Registered Health Underwriter, Health Insurance for groups, individuals and families
America's Health Insurance Plans / Academy for Healthcare Management 2012 — 2012
FHIAS, Fellow Health Insurance Advanced Studies, Health Insurance
Katharine Miller's NAIFA Experience April 2012 - Present
Job Information Services Project Coordinator at NAIFA
Industry Information Technology and Services
Experience
NAIFA April 2012 - Present
Get Efficient, Inc. October 2011 - April 2012
American Wind Energy Association December 2006 - May 2011
Catholic Charities USA December 1999 - November 2006
Alexandria Toyota December 1997 - August 1998
American Society of Travel Agents May 1995 - February 1997
Skills
Database Administration, Network Administration, Crystal Reports, Data Analysis, Project Management, Customer Service, Access, SQL, iMIS, Association Management..., Great Plains Software, Leadership, Policy, Nonprofits, Management, Program Management, CRM, Analysis, Community Outreach, Databases, Strategy, Event Management, Troubleshooting, Business Process, Training, System Administration, Software Documentation, Process Improvement, SharePoint, Business Analysis, PowerPoint, E-commerce, Strategic Planning, Visio, Fundraising, Team Building, Integration, Microsoft Office, Business Intelligence, Vendor Management, Systems Analysis, Microsoft SQL Server, Event Planning, Requirements Analysis, Networking, Change Management, HTML, Database Design, Business Process..., Business Development
Education
Strayer University (VA) 2003 — 2008
BS, Information Systems, Database Management, Web Development
Bryant High School 1994 — 1997
Diploma, Technology, Medical
NAIFA April 2012 - Present
Get Efficient, Inc. October 2011 - April 2012
American Wind Energy Association December 2006 - May 2011
Catholic Charities USA December 1999 - November 2006
Alexandria Toyota December 1997 - August 1998
American Society of Travel Agents May 1995 - February 1997
Skills
Database Administration, Network Administration, Crystal Reports, Data Analysis, Project Management, Customer Service, Access, SQL, iMIS, Association Management..., Great Plains Software, Leadership, Policy, Nonprofits, Management, Program Management, CRM, Analysis, Community Outreach, Databases, Strategy, Event Management, Troubleshooting, Business Process, Training, System Administration, Software Documentation, Process Improvement, SharePoint, Business Analysis, PowerPoint, E-commerce, Strategic Planning, Visio, Fundraising, Team Building, Integration, Microsoft Office, Business Intelligence, Vendor Management, Systems Analysis, Microsoft SQL Server, Event Planning, Requirements Analysis, Networking, Change Management, HTML, Database Design, Business Process..., Business Development
Education
Strayer University (VA) 2003 — 2008
BS, Information Systems, Database Management, Web Development
Bryant High School 1994 — 1997
Diploma, Technology, Medical
Ron Linneman Ron Linneman's NAIFA Experience January 2015 - Present
Job Health Insurance Broker
Industry Insurance
Experience
NAIFA January 2015 - Present
Western Insurance Agency January 2012 - Present
CIS, Inc. May 2007 - January 2012
ADP 2003 - 2007
Skills
Employee Benefits, Benefits, Insurance, Benefits Administration, Long Term Care, Consultative Selling, Health Insurance, dental insurance, Disability Insurance, Term Life Insurance, Selling, Long-term Care, Dental Insurance, Brokers, COBRA, Underwriting, Account Management, Sales, Health Savings Accounts, Life Insurance, Health Care Reform, Flexible Spending..., Voluntary Employee..., Workers Compensation, Critical Illness, 401k, Fixed Annuities, Accident, General Insurance, Commercial Insurance, Group Insurance, Long Term Care Insurance
Education
Minnesota State University, Mankato 1998 — 2003
Bachelor of Science, Speech Communications
Mounds View High School 1995 — 1998
NAIFA January 2015 - Present
Western Insurance Agency January 2012 - Present
CIS, Inc. May 2007 - January 2012
ADP 2003 - 2007
Skills
Employee Benefits, Benefits, Insurance, Benefits Administration, Long Term Care, Consultative Selling, Health Insurance, dental insurance, Disability Insurance, Term Life Insurance, Selling, Long-term Care, Dental Insurance, Brokers, COBRA, Underwriting, Account Management, Sales, Health Savings Accounts, Life Insurance, Health Care Reform, Flexible Spending..., Voluntary Employee..., Workers Compensation, Critical Illness, 401k, Fixed Annuities, Accident, General Insurance, Commercial Insurance, Group Insurance, Long Term Care Insurance
Education
Minnesota State University, Mankato 1998 — 2003
Bachelor of Science, Speech Communications
Mounds View High School 1995 — 1998
Bernard Vincent (Ben) Tomaino, LUTCF's NAIFA Experience 1981 - 2010
Job Financial Services Education Consultant
Industry Financial Services
Experience
Allstate Financial Services, LLC January 2015 - Present
Allstate Financial Services March 2014 - December 2014
Allstate Financial Services May 2009 - 2014
BNI January 2010 - December 2010
NAIFA 1981 - 2010
MetLife August 2005 - February 2007
MetLife August 2003 - August 2005
New York Life May 2001 - August 2003
Prudential Insurance February 1980 - December 2000
Prudential Financial 1980 - 2000
Skills
Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Retirement, IRAs, Retirement Planning, Strategic Financial..., Health Insurance, Financial Services, Mutual Funds, Employee Benefits, Recruiting, Long Term Care Insurance, Property & Casualty..., Series 6, Whole Life, Commercial Insurance, Investments, Series 7, Series 63, Universal Life, 401k, Estate Planning, Variable Annuities, 401k Rollovers, Wealth Accumulation, Roth IRA
Education
City University of New York-Herbert H. Lehman College 1975 — 1977
MS, Education
Iona College 1970 — 1974
BA, Sociology
Cardinal Spellman High School 1966 — 1970
High School, General
Allstate Financial Services, LLC January 2015 - Present
Allstate Financial Services March 2014 - December 2014
Allstate Financial Services May 2009 - 2014
BNI January 2010 - December 2010
NAIFA 1981 - 2010
MetLife August 2005 - February 2007
MetLife August 2003 - August 2005
New York Life May 2001 - August 2003
Prudential Insurance February 1980 - December 2000
Prudential Financial 1980 - 2000
Skills
Insurance, Fixed Annuities, Life Insurance, Disability Insurance, Long-term Care, Term Life Insurance, Retirement, IRAs, Retirement Planning, Strategic Financial..., Health Insurance, Financial Services, Mutual Funds, Employee Benefits, Recruiting, Long Term Care Insurance, Property & Casualty..., Series 6, Whole Life, Commercial Insurance, Investments, Series 7, Series 63, Universal Life, 401k, Estate Planning, Variable Annuities, 401k Rollovers, Wealth Accumulation, Roth IRA
Education
City University of New York-Herbert H. Lehman College 1975 — 1977
MS, Education
Iona College 1970 — 1974
BA, Sociology
Cardinal Spellman High School 1966 — 1970
High School, General
Barry N. Link's NAIFA Experience 1976 - Present
Job President at LDS Wealth Advisors, Ltd.
Industry Financial Services
Experience
LDS Wealth Advisors, Ltd. November 1982 - Present
NAIFA 1976 - Present
First Financial Resources 2005 - 2011
World Equity Group 2005 - 2011
FFR 2005 - 2011
Wealth Planning and Management, Inc. 1982 - 2011
LDS Wealth Advisors 1982 - 2010
Skills
Estate Planning, Wealth Management, Retirement Planning, Financial Planning, Disability Insurance, Long Term Care, Annuities, Insurance, Wealth Preservation, IRA's, Wealth, Annuity, 401k, Asset Protection, Insurance Planning, Retirement, Wealth Accumulation, Roth IRA, Term Life Insurance, Long-term Care, Retirement Income..., Investment Advisory, Investments, Asset Allocation, Pensions, Strategic Financial..., Fixed Annuities, IRAs, Wealth Management..., Underwriting, Finance, Life Insurance, Financial Goals, Financial Planners, Series 63, Financial Advisory, Investment Strategies, 401k Rollovers, Securities, High Net Worth..., Mutual Funds, Universal Life, Long Term Care Insurance, Whole Life, Personal Finance, Alternative Investments, Series 6, Critical Illness, Investment Management, Series 7
Education
American College 1982 — 1985
CLU,ChFC,CASL, Insurance, Finance, Senior Planning
Miami University 1966 — 1971
BA, MS, Psychology
LDS Wealth Advisors, Ltd. November 1982 - Present
NAIFA 1976 - Present
First Financial Resources 2005 - 2011
World Equity Group 2005 - 2011
FFR 2005 - 2011
Wealth Planning and Management, Inc. 1982 - 2011
LDS Wealth Advisors 1982 - 2010
Skills
Estate Planning, Wealth Management, Retirement Planning, Financial Planning, Disability Insurance, Long Term Care, Annuities, Insurance, Wealth Preservation, IRA's, Wealth, Annuity, 401k, Asset Protection, Insurance Planning, Retirement, Wealth Accumulation, Roth IRA, Term Life Insurance, Long-term Care, Retirement Income..., Investment Advisory, Investments, Asset Allocation, Pensions, Strategic Financial..., Fixed Annuities, IRAs, Wealth Management..., Underwriting, Finance, Life Insurance, Financial Goals, Financial Planners, Series 63, Financial Advisory, Investment Strategies, 401k Rollovers, Securities, High Net Worth..., Mutual Funds, Universal Life, Long Term Care Insurance, Whole Life, Personal Finance, Alternative Investments, Series 6, Critical Illness, Investment Management, Series 7
Education
American College 1982 — 1985
CLU,ChFC,CASL, Insurance, Finance, Senior Planning
Miami University 1966 — 1971
BA, MS, Psychology
Jules Gaudreau Jules Gaudreau's NAIFA Experience 2007 - Present
Job President at The Gaudreau Group, Inc.
Industry Insurance
Experience
NAIFA 2007 - Present
The Gaudreau Group, Inc. 1985 - Present
NAIFA 2007 - 2011
Skills
Government Relations, Public Speaking, Media Relations
Education
American International College
BA, Economics and Political Science
The American College
ChFC
NAIFA 2007 - Present
The Gaudreau Group, Inc. 1985 - Present
NAIFA 2007 - 2011
Skills
Government Relations, Public Speaking, Media Relations
Education
American International College
BA, Economics and Political Science
The American College
ChFC
JJ Lurken JJ Lurken's NAIFA Experience May 2012 - Present
Job Financial Advisor
Industry Financial Services
Experience
NAIFA May 2012 - Present
Mankato East High School March 2010 - Present
Modern Woodmen of America 2009 - April 2013
YMCA of Metropolitan Minneapolis 2004 - 2009
Skills
Insurance, Financial Planning, Estate Planning, Retirement Planning, Investments, Leadership Development, Annuities, Retirement, Coaching, Saving for Education, 401k Rollovers, Roth IRA, Recruiting, Internships, Training, Fixed Annuities, IRAs, Employee Benefits, Strategic Financial..., Mutual Funds, 401k, Life Insurance, Term Life Insurance, Securities, Financial Advisory, Disability Insurance, Wealth
Education
University of Wisconsin-La Crosse 2002 — 2004
M.S.
Hamline University 1998 — 2001
B.A.
NAIFA May 2012 - Present
Mankato East High School March 2010 - Present
Modern Woodmen of America 2009 - April 2013
YMCA of Metropolitan Minneapolis 2004 - 2009
Skills
Insurance, Financial Planning, Estate Planning, Retirement Planning, Investments, Leadership Development, Annuities, Retirement, Coaching, Saving for Education, 401k Rollovers, Roth IRA, Recruiting, Internships, Training, Fixed Annuities, IRAs, Employee Benefits, Strategic Financial..., Mutual Funds, 401k, Life Insurance, Term Life Insurance, Securities, Financial Advisory, Disability Insurance, Wealth
Education
University of Wisconsin-La Crosse 2002 — 2004
M.S.
Hamline University 1998 — 2001
B.A.
L. Mark Halstead, Jr. MFP, CFP, CSNP, CLTC, CSA L. Mark Halstead, Jr. MFP, CFP, CSNP, CLTC, CSA's NAIFA Experience 1983 - 2010
Job Director of Financial Planning, Training, Compliance at Brock and Associates, LLC
Industry Financial Services
Experience
Brock and Associates, LLC January 2010 - Present
Financial Planning Association 1983 - 2012
LPL 2009 - 2010
American Red Cross Mountain Valley Chapter 2008 - 2010
Independant Insurance Agent 1983 - 2010
Financial Planning Association 1983 - 2010
NAIFA 1983 - 2010
FPA 1983 - 2010
Financial Planning Association 1983 - 2010
American Red Cross - Southern Nevada Chapter 2007 - 2009
Skills
Financial Planning, Insurance, Securities, Estate Planning, Wealth Management, Investments, Retirement Planning, Retirement, Asset Management, 401k, Wealth, Tax, Small Business, Funding, Mutual Funds, Planning, Business Planning, Public Speaking, Investment Advisory, Budgeting, Strategic Planning, Portfolio Management, Risk Management, Asset Allocation, Negotiation, Employee Benefits, Long Term Care, Asset, Annuities, Series 7, Succession Planning, Pensions, Money, Personal Finance, Cash Flow, Options, Retirement Income..., Savings, Financial Advisory, Business Strategy
Education
College for Financial Planning 2007 — 2009
Masters, Financial Planning
University of Phoenix 2005 — 2007
Bachelor of Science, Business Administration
FPA
Master of Science in Financial Planning, Financial Planning
Brock and Associates, LLC January 2010 - Present
Financial Planning Association 1983 - 2012
LPL 2009 - 2010
American Red Cross Mountain Valley Chapter 2008 - 2010
Independant Insurance Agent 1983 - 2010
Financial Planning Association 1983 - 2010
NAIFA 1983 - 2010
FPA 1983 - 2010
Financial Planning Association 1983 - 2010
American Red Cross - Southern Nevada Chapter 2007 - 2009
Skills
Financial Planning, Insurance, Securities, Estate Planning, Wealth Management, Investments, Retirement Planning, Retirement, Asset Management, 401k, Wealth, Tax, Small Business, Funding, Mutual Funds, Planning, Business Planning, Public Speaking, Investment Advisory, Budgeting, Strategic Planning, Portfolio Management, Risk Management, Asset Allocation, Negotiation, Employee Benefits, Long Term Care, Asset, Annuities, Series 7, Succession Planning, Pensions, Money, Personal Finance, Cash Flow, Options, Retirement Income..., Savings, Financial Advisory, Business Strategy
Education
College for Financial Planning 2007 — 2009
Masters, Financial Planning
University of Phoenix 2005 — 2007
Bachelor of Science, Business Administration
FPA
Master of Science in Financial Planning, Financial Planning
Virgil White Virgil White's NAIFA Experience 2009 - 2014
Job Currently Open
Industry Insurance
Experience
Colonial Life October 2014 - June 2015
DCD Financial & Insurance Services February 2011 - June 2015
Aflac April 1999 - October 2014
NAIFA 2009 - 2014
NAIFA Monterey Bay March 2012 - June 2013
Aflac January 2008 - October 2009
Aflac December 2004 - January 2008
Skills
Customer Relations, Welding/Mechanics, Insurance, Employee Benefits, Coaching, Disability Insurance, Workers Compensation, Public Speaking, Health Insurance, Term Life Insurance, Life Insurance, Customer Service, Whole Life, Cafeteria Plans, Accident, Critical Illness, Commercial Insurance, Universal Life, Training, Team Building, Long-term Care, Health Savings Accounts, Accident Insurance, Brokers, Voluntary Employee..., Sales, Long Term Care Insurance, Flexible Spending..., Group Insurance, Group Medical, Vision Insurance, Licensed Life & Health..., Umbrella Insurance, Homeowners, Property & Casualty..., Medicare, Agents, Health Care Reform, Retirement, Insurance Brokerage, Fixed Annuities, 401k, General Insurance, Commercial Lines, Professional Liability, Small Business, Leadership, Management, Claim
Education
Azusa Pacific University 1984 — 1985
Music and Religion
Colonial Life October 2014 - June 2015
DCD Financial & Insurance Services February 2011 - June 2015
Aflac April 1999 - October 2014
NAIFA 2009 - 2014
NAIFA Monterey Bay March 2012 - June 2013
Aflac January 2008 - October 2009
Aflac December 2004 - January 2008
Skills
Customer Relations, Welding/Mechanics, Insurance, Employee Benefits, Coaching, Disability Insurance, Workers Compensation, Public Speaking, Health Insurance, Term Life Insurance, Life Insurance, Customer Service, Whole Life, Cafeteria Plans, Accident, Critical Illness, Commercial Insurance, Universal Life, Training, Team Building, Long-term Care, Health Savings Accounts, Accident Insurance, Brokers, Voluntary Employee..., Sales, Long Term Care Insurance, Flexible Spending..., Group Insurance, Group Medical, Vision Insurance, Licensed Life & Health..., Umbrella Insurance, Homeowners, Property & Casualty..., Medicare, Agents, Health Care Reform, Retirement, Insurance Brokerage, Fixed Annuities, 401k, General Insurance, Commercial Lines, Professional Liability, Small Business, Leadership, Management, Claim
Education
Azusa Pacific University 1984 — 1985
Music and Religion
R.A. Bob Murphy R.A. Bob Murphy's NAIFA Experience 1982 - 2014
Job agent at Physicians Mutual
Industry Insurance
Experience
Physicians Mutual January 1980 - Present
NAIFA 1982 - 2014
Physicians Mutual 1980 - 2014
Physicians Mutual 1980 - 2014
Skills
Insurance, Medicare Supplements, Long Term Care, Annuities, Term Life Insurance, Health Insurance, Dental, Retirement Planning, Health, Small Business, Medicare, Customer Service, Customer Relations, Fixed Annuities, Life Insurance, Long-term Care, Dentistry, Long Term Care Insurance, Critical Illness, IRAs, Whole Life, 401k, Disability Insurance, Retirement
Education
Bryn Mawr College 1984 — 1991
CLU, Insurance and financial services
Physicians Mutual January 1980 - Present
NAIFA 1982 - 2014
Physicians Mutual 1980 - 2014
Physicians Mutual 1980 - 2014
Skills
Insurance, Medicare Supplements, Long Term Care, Annuities, Term Life Insurance, Health Insurance, Dental, Retirement Planning, Health, Small Business, Medicare, Customer Service, Customer Relations, Fixed Annuities, Life Insurance, Long-term Care, Dentistry, Long Term Care Insurance, Critical Illness, IRAs, Whole Life, 401k, Disability Insurance, Retirement
Education
Bryn Mawr College 1984 — 1991
CLU, Insurance and financial services
David Carbaugh, LUTCF David Carbaugh, LUTCF's NAIFA Experience 2006 - 2011
Job Owner, Farmers Insurance Group
Industry Insurance
Experience
Farmers Insurance Group memberNAIFA2006 - 2011
NAIFA 2006 - 2011
Kiwanis Club 1997 - 2007
Nebraska Humane Society February 1997 - April 2006
Leadership Omaha 2000 - 2001
Education
Bellevue University 2000 — 2002
Omaha College 1994 — 1996
Veterinary Technician
Farmers Insurance Group memberNAIFA2006 - 2011
NAIFA 2006 - 2011
Kiwanis Club 1997 - 2007
Nebraska Humane Society February 1997 - April 2006
Leadership Omaha 2000 - 2001
Education
Bellevue University 2000 — 2002
Omaha College 1994 — 1996
Veterinary Technician
Russell G. Luce Russell G. Luce's NAIFA Experience 1994 - 2009
Job President ,CEO, Public Speaker , Special Needs Planner
Industry Financial Services
Experience
Planning Legacies Financial Group January 2008 - Present
Foresters EQUITY SERVICES INC. 2003 - Present
Easter Seals Metropolitan Chicago June 2015 - 2015
Easter Seals Metropolitan Chicago 2015 - 2015
Easter Seals Metropolitan Chicago 2015 - 2015
Autism Society Of Illinois 2013 - 2015
Foresters Financial Partners June 2007 - September 2009
NAIFA 1994 - 2009
Foresters June 2003 - July 2005
The MONY Group June 2002 - June 2003
Skills
Insurance, Financial Planning, Investments, Financial Advisory, Annuities, Long Term Care, Retirement Planning, New Business Development, Retirement, Mutual Funds, Disability Insurance, Estate Planning, Term Life Insurance, Wealth Management, Public Speaking, Insurance Planning, Strategic Financial..., Long-term Care, Fixed Annuities, Financial Planners, Asset Allocation, IRAs, Life Insurance, Securities, Wealth Accumulation, Series 63, Investment Advisory, Series 7, Long Term Care Insurance, Roth IRA, 401k Rollovers, Series 6, Universal Life, Whole Life, Investment Strategies, Financial Services, Health Insurance, 401k, Wealth, Critical Illness, Wealth Management..., Pensions
Education
American College
CFP
Planning Legacies Financial Group January 2008 - Present
Foresters EQUITY SERVICES INC. 2003 - Present
Easter Seals Metropolitan Chicago June 2015 - 2015
Easter Seals Metropolitan Chicago 2015 - 2015
Easter Seals Metropolitan Chicago 2015 - 2015
Autism Society Of Illinois 2013 - 2015
Foresters Financial Partners June 2007 - September 2009
NAIFA 1994 - 2009
Foresters June 2003 - July 2005
The MONY Group June 2002 - June 2003
Skills
Insurance, Financial Planning, Investments, Financial Advisory, Annuities, Long Term Care, Retirement Planning, New Business Development, Retirement, Mutual Funds, Disability Insurance, Estate Planning, Term Life Insurance, Wealth Management, Public Speaking, Insurance Planning, Strategic Financial..., Long-term Care, Fixed Annuities, Financial Planners, Asset Allocation, IRAs, Life Insurance, Securities, Wealth Accumulation, Series 63, Investment Advisory, Series 7, Long Term Care Insurance, Roth IRA, 401k Rollovers, Series 6, Universal Life, Whole Life, Investment Strategies, Financial Services, Health Insurance, 401k, Wealth, Critical Illness, Wealth Management..., Pensions
Education
American College
CFP
David Cranfield David Cranfield's NAIFA Experience February 2014 - Present
Job Director of Marketing, Producers Financial Network
Industry Insurance
Experience
Producer's Financial Network February 2009 - Present
NAIFA February 2014 - Present
NAIFA December 2012 - April 2015
NAIFA - Colorado Springs Chapter June 2010 - July 2014
CIGI Direct Insurance Services January 1997 - January 2009
Skills
Fixed Annuities, Life Insurance, Insurance, Term Life Insurance, Estate Planning, Long-term Care, Brokers, Disability Insurance, Leadership, Underwriting, Retirement Planning, Business Planning, Long Term Care Insurance, Health Insurance, Succession Planning, Universal Life, Retirement, Employee Benefits, Premium Financing, Policy Review, Whole Life, Sales, Life Settlements, Small Business, Marketing, Annuities, Annuity, Long Term Care, Insurance Planning, Indexed Annuities, Indexed Universal Life
Education
Oral Roberts University 1990 — 1995
Papillion-LaVista 1975 — 1988
Producer's Financial Network February 2009 - Present
NAIFA February 2014 - Present
NAIFA December 2012 - April 2015
NAIFA - Colorado Springs Chapter June 2010 - July 2014
CIGI Direct Insurance Services January 1997 - January 2009
Skills
Fixed Annuities, Life Insurance, Insurance, Term Life Insurance, Estate Planning, Long-term Care, Brokers, Disability Insurance, Leadership, Underwriting, Retirement Planning, Business Planning, Long Term Care Insurance, Health Insurance, Succession Planning, Universal Life, Retirement, Employee Benefits, Premium Financing, Policy Review, Whole Life, Sales, Life Settlements, Small Business, Marketing, Annuities, Annuity, Long Term Care, Insurance Planning, Indexed Annuities, Indexed Universal Life
Education
Oral Roberts University 1990 — 1995
Papillion-LaVista 1975 — 1988
Regina Hogan Regina Hogan's NAIFA Experience 2006 - 2010
Job Assistant Secretary & Designer at Rhode Island Creative Magazine
Industry Printing
Experience
William M. Davies Jr. Career and Technical High School August 2012 - Present
Barrington Printing November 2008 - Present
GCIRI 2009 - 2010
NAIFA 2006 - 2010
Cranston Area Career & Technical Center January 2005 - June 2008
Skills
Graphic Design, Adobe Acrobat, Adobe Creative Suite, Direct Mail, Layout, InDesign, Brochures, Catalogs, Graphics, Marketing, Illustrator, QuarkXPress, Advertising, Pre-press, Graphic Arts
Education
Rhode Island College 2005 — 2009
BA, Graphic Communications
Community College of Rhode Island 2001 — 2004
AS, Fine Art
Cranston West
William M. Davies Jr. Career and Technical High School August 2012 - Present
Barrington Printing November 2008 - Present
GCIRI 2009 - 2010
NAIFA 2006 - 2010
Cranston Area Career & Technical Center January 2005 - June 2008
Skills
Graphic Design, Adobe Acrobat, Adobe Creative Suite, Direct Mail, Layout, InDesign, Brochures, Catalogs, Graphics, Marketing, Illustrator, QuarkXPress, Advertising, Pre-press, Graphic Arts
Education
Rhode Island College 2005 — 2009
BA, Graphic Communications
Community College of Rhode Island 2001 — 2004
AS, Fine Art
Cranston West
Michael J. Bernard, FIC, CFFM, CLF Michael J. Bernard, FIC, CFFM, CLF's NAIFA Experience July 2015 - 2015
Job Regional Director for Modern Woodmen of America
Industry Financial Services
Experience
Modern Woodmen of America July 2013 - Present
Modern Woodmen of America September 2005 - Present
NAIFA July 2015 - 2015
NAIFA - Sanford 2012 - 2013
Modern Woodmen of America 2009 - 2013
Bob Jones University 2002 - 2005
Skills
Fixed Annuities, IRAs, Retirement Planning, Roth IRA, Disability Insurance, Long-term Care, Mutual Funds, Term Life Insurance, 401k Rollovers, Variable Annuities, Investments, Securities, Life Insurance, Wealth Management, College Savings Plans, Financial Advisory, Key Person Insurance, Universal Life, Series 6, Business Planning, 529 Plans, Buy-sell Agreements, Long Term Care Insurance, Personal Finance, Leadership Development, Whole Life, Retirement, Insurance, 401k, Financial Planning, Leadership
Education
The American College 2009 — 2011
CLF Designation, Chartered Leadership Fellow
Bob Jones University 2002 — 2005
Accounting, Turf Grass Management
The American College
CLU Chartered Life Underwriter in progress
Modern Woodmen of America July 2013 - Present
Modern Woodmen of America September 2005 - Present
NAIFA July 2015 - 2015
NAIFA - Sanford 2012 - 2013
Modern Woodmen of America 2009 - 2013
Bob Jones University 2002 - 2005
Skills
Fixed Annuities, IRAs, Retirement Planning, Roth IRA, Disability Insurance, Long-term Care, Mutual Funds, Term Life Insurance, 401k Rollovers, Variable Annuities, Investments, Securities, Life Insurance, Wealth Management, College Savings Plans, Financial Advisory, Key Person Insurance, Universal Life, Series 6, Business Planning, 529 Plans, Buy-sell Agreements, Long Term Care Insurance, Personal Finance, Leadership Development, Whole Life, Retirement, Insurance, 401k, Financial Planning, Leadership
Education
The American College 2009 — 2011
CLF Designation, Chartered Leadership Fellow
Bob Jones University 2002 — 2005
Accounting, Turf Grass Management
The American College
CLU Chartered Life Underwriter in progress
Bryan B. Pace's NAIFA Experience May 2013 - August 2013
Job Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual May 2015 - Present
NAIFA May 2013 - August 2013
Skills
Marketing, Public Speaking, Leadership, Strategic Planning, Microsoft Office, Customer Service
Education
The University of Southern Mississippi 2014 — 2015
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies
Mississippi State University 2011 — 2013
Northwestern Mutual May 2015 - Present
NAIFA May 2013 - August 2013
Skills
Marketing, Public Speaking, Leadership, Strategic Planning, Microsoft Office, Customer Service
Education
The University of Southern Mississippi 2014 — 2015
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies
Mississippi State University 2011 — 2013
Seth Ewing Seth Ewing's NAIFA Experience December 2014 - Present
Job Assistant Vice President of Business Development & Strategic Partnerships at NAIFA
Industry Financial Services
Experience
NAIFA December 2014 - Present
NAIFA June 2011 - December 2014
NAIFA May 2006 - June 2011
National Society of Accountants June 2005 - May 2006
National Association of Professional Engineers June 2000 - May 2005
Skills
Marketing, Association Management, Non-profits, Fundraising, Public Speaking, Long-term Care, Small Business, Life Insurance, Disability Insurance, Strategic Planning, Event Planning, Fixed Annuities, Meeting Planning, Marketing Communications, Social Media, Marketing Strategy, Insurance, Nonprofits, Training, IRAs, Strategy, Sales, Leadership Development, Leadership, Recruiting, Budgets, Community Outreach, Program Management, Management, Long Term Care Insurance, Employee Benefits, Term Life Insurance, Health Insurance
Education
University of Virginia 2008 — 2009
Association Management
Longwood University 1996 — 2000
B.S., Sociology
NAIFA December 2014 - Present
NAIFA June 2011 - December 2014
NAIFA May 2006 - June 2011
National Society of Accountants June 2005 - May 2006
National Association of Professional Engineers June 2000 - May 2005
Skills
Marketing, Association Management, Non-profits, Fundraising, Public Speaking, Long-term Care, Small Business, Life Insurance, Disability Insurance, Strategic Planning, Event Planning, Fixed Annuities, Meeting Planning, Marketing Communications, Social Media, Marketing Strategy, Insurance, Nonprofits, Training, IRAs, Strategy, Sales, Leadership Development, Leadership, Recruiting, Budgets, Community Outreach, Program Management, Management, Long Term Care Insurance, Employee Benefits, Term Life Insurance, Health Insurance
Education
University of Virginia 2008 — 2009
Association Management
Longwood University 1996 — 2000
B.S., Sociology
Jill Hoffman's NAIFA Experience January 2006 - June 2015
Job Vice President, Government Affairs for Investment Management at Financial Services Roundtable
Industry Government Relations
Experience
Financial Services Roundtable June 2015 - Present
NAIFA January 2006 - June 2015
ACLI 2003 - 2006
Aflac 2001 - 2003
United States Senator John Breaux 1999 - 2001
Skills
PowerPoint, Social Media, Consensus Building, Oral & Written..., Membership, Grassroots Organizing, Fundraising, Presentations, Lobbying, Political Strategy, Public Speaking, Public Affairs, Public Relations, Government, Policy, Legislative Relations, Employee Benefits, Politics, Life Insurance, Insurance, Strategic Communications, Strategy, Association Management, Program Management, Press Releases, Retirement, Political Campaigns, Public Policy, Policy Analysis, Media Relations, Blogging, Legislation, Coalitions, Grassroots
Education
Louisiana State University 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Financial Services Roundtable June 2015 - Present
NAIFA January 2006 - June 2015
ACLI 2003 - 2006
Aflac 2001 - 2003
United States Senator John Breaux 1999 - 2001
Skills
PowerPoint, Social Media, Consensus Building, Oral & Written..., Membership, Grassroots Organizing, Fundraising, Presentations, Lobbying, Political Strategy, Public Speaking, Public Affairs, Public Relations, Government, Policy, Legislative Relations, Employee Benefits, Politics, Life Insurance, Insurance, Strategic Communications, Strategy, Association Management, Program Management, Press Releases, Retirement, Political Campaigns, Public Policy, Policy Analysis, Media Relations, Blogging, Legislation, Coalitions, Grassroots
Education
Louisiana State University 1995 — 1999
Bachelor of Arts (B.A.), Political Science and Government
Amy Navarro's NAIFA Experience 2002 - Present
Job Sales Coach and Dream Builder at American Family Insurance
Industry Insurance
Experience
American Family Insurance January 2002 - Present
NAIFA 2002 - Present
Gilbert Chamber of Commerce 2014 - 2015
Gilbert Chamber of Commerce 2014 - 2015
State Farm Insurance July 1995 - January 2001
Prudential Insurance January 1993 - November 1994
Skills
Property & Casualty..., Life Insurance, Insurance, Homeowners, Motorcycle, Umbrella Insurance, Term Life Insurance, Whole Life, Casualty, Disability Insurance, Health Insurance, Universal Life, General Insurance, Workers Compensation, Agents, Renters, Long-term Care, Legal Liability, Fixed Annuities, Commercial Lines, Recruiting, Inland Marine, Retirement Planning, IRAs, Microsoft Office, Agency Development, Managing Agency..., Business Coaching, Employee Relations, Mentoring New Hires, Employee Engagement, Team Leadership, Employee Training, Multi-cultural..., Staff Development, Employee Management, Sales Presentations, Multicultural..., Hands-on Training, Multicultural Marketing, Written & Oral..., Professional Liability, Employee Surveys, Creative Writing, Speech Writing, Speech Communications, PowerPoint, Claim, Liability, leadership
Education
The American College 2006 — 2010
CLF, Leadership
State University of New York College at Oneonta 1977 — 1990
American Family Insurance January 2002 - Present
NAIFA 2002 - Present
Gilbert Chamber of Commerce 2014 - 2015
Gilbert Chamber of Commerce 2014 - 2015
State Farm Insurance July 1995 - January 2001
Prudential Insurance January 1993 - November 1994
Skills
Property & Casualty..., Life Insurance, Insurance, Homeowners, Motorcycle, Umbrella Insurance, Term Life Insurance, Whole Life, Casualty, Disability Insurance, Health Insurance, Universal Life, General Insurance, Workers Compensation, Agents, Renters, Long-term Care, Legal Liability, Fixed Annuities, Commercial Lines, Recruiting, Inland Marine, Retirement Planning, IRAs, Microsoft Office, Agency Development, Managing Agency..., Business Coaching, Employee Relations, Mentoring New Hires, Employee Engagement, Team Leadership, Employee Training, Multi-cultural..., Staff Development, Employee Management, Sales Presentations, Multicultural..., Hands-on Training, Multicultural Marketing, Written & Oral..., Professional Liability, Employee Surveys, Creative Writing, Speech Writing, Speech Communications, PowerPoint, Claim, Liability, leadership
Education
The American College 2006 — 2010
CLF, Leadership
State University of New York College at Oneonta 1977 — 1990
Jamie Joffe Jamie Joffe's NAIFA Experience 2014 - 2015
Job Owner, j2 Communications
Industry Public Relations and Communications
Experience
j2 Communications January 2014 - Present
j2 Communications 2003 - Present
Mizco 2015 - 2015
Mizco 2014 - 2015
NAIFA 2014 - 2015
NAIFA 2014 - 2015
Cross Pens/BSG 2014 - 2015
Cross Pens/BSG 2014 - 2015
Sling Media An Echostar company 2014 - 2014
Krispy Kreme 2012 - 2014
Skills
Copywriting, Public Relations, Strategic Planning, Event Planning, Publicity, Event Management, Media Relations, Press Releases, Marketing, Journalism, Entertainment, Marketing Strategy, Sponsorship, Media Planning, Fashion, Video, Marketing Communications, Creative Direction, Social Media, SEO, Online Advertising, Brand Management, Facebook, Advertising, Social Media Marketing, Crisis Communications, Speech Writing, Strategic Communications, Social Networking, Corporate Communications, Trade Shows, Brand Awareness, Email Marketing, Internal Communications, Direct Marketing, Blogging, Editing, Digital Marketing, Integrated Marketing, Reputation Management, Brand Development, Online Marketing, Content Strategy, Digital Media, Public Speaking
Education
Syracuse University 1988 — 1992
BA, Communications + English
Harriton High School 1985 — 1988
HS Diploma
j2 Communications January 2014 - Present
j2 Communications 2003 - Present
Mizco 2015 - 2015
Mizco 2014 - 2015
NAIFA 2014 - 2015
NAIFA 2014 - 2015
Cross Pens/BSG 2014 - 2015
Cross Pens/BSG 2014 - 2015
Sling Media An Echostar company 2014 - 2014
Krispy Kreme 2012 - 2014
Skills
Copywriting, Public Relations, Strategic Planning, Event Planning, Publicity, Event Management, Media Relations, Press Releases, Marketing, Journalism, Entertainment, Marketing Strategy, Sponsorship, Media Planning, Fashion, Video, Marketing Communications, Creative Direction, Social Media, SEO, Online Advertising, Brand Management, Facebook, Advertising, Social Media Marketing, Crisis Communications, Speech Writing, Strategic Communications, Social Networking, Corporate Communications, Trade Shows, Brand Awareness, Email Marketing, Internal Communications, Direct Marketing, Blogging, Editing, Digital Marketing, Integrated Marketing, Reputation Management, Brand Development, Online Marketing, Content Strategy, Digital Media, Public Speaking
Education
Syracuse University 1988 — 1992
BA, Communications + English
Harriton High School 1985 — 1988
HS Diploma
Timothy A. Yarbrough, LUTCF, CLF Timothy A. Yarbrough, LUTCF, CLF's NAIFA Experience October 2010 - October 2011
Job Agency Sales Manager at American Family Insurance
Industry Insurance
Experience
American Family Insurance March 2011 - Present
NAIFA October 2010 - October 2011
American Family Insurance March 2007 - April 2011
American Family Insurance December 2003 - March 2007
American Family Insurance June 2003 - December 2003
American Family Insurance August 1999 - June 2003
Skills
Coaching, Sales Management, Business Planning, Insurance, New Business Development, Strategic Planning, Team Building, Leadership Development, Customer Service, Customer Relations, Public Speaking, Problem Solving, Marketing Strategy, Consultative Selling, General Insurance, Selling, Property & Casualty..., Term Life Insurance, Commercial Insurance, Umbrella Insurance, Casualty, Life Insurance, Operations Management, Whole Life, Sales, Universal Life, Fixed Annuities, Homeowners, Health Insurance, Commercial Lines, Renters, Workers Compensation, Long-term Care, Legal Liability, Small Business, Liability, Employee Benefits, Professional Liability, Underwriting, Inland Marine, Agents, Motorcycle, Claim, Retirement Planning, Brokers, Retirement, Casualty Insurance
Education
University of Toledo 1996 — 1998
Ohio University 1994 — 1996
Toledo St. John's
American Family Insurance March 2011 - Present
NAIFA October 2010 - October 2011
American Family Insurance March 2007 - April 2011
American Family Insurance December 2003 - March 2007
American Family Insurance June 2003 - December 2003
American Family Insurance August 1999 - June 2003
Skills
Coaching, Sales Management, Business Planning, Insurance, New Business Development, Strategic Planning, Team Building, Leadership Development, Customer Service, Customer Relations, Public Speaking, Problem Solving, Marketing Strategy, Consultative Selling, General Insurance, Selling, Property & Casualty..., Term Life Insurance, Commercial Insurance, Umbrella Insurance, Casualty, Life Insurance, Operations Management, Whole Life, Sales, Universal Life, Fixed Annuities, Homeowners, Health Insurance, Commercial Lines, Renters, Workers Compensation, Long-term Care, Legal Liability, Small Business, Liability, Employee Benefits, Professional Liability, Underwriting, Inland Marine, Agents, Motorcycle, Claim, Retirement Planning, Brokers, Retirement, Casualty Insurance
Education
University of Toledo 1996 — 1998
Ohio University 1994 — 1996
Toledo St. John's
Ed Vrablik, CFP® Ed Vrablik, CFP®'s NAIFA Experience 2004 - 2005
Job Vice President, Advisor Development at GCG Financial
Industry Financial Services
Experience
GCG Financial October 2013 - Present
Golf And Softball 2000 - 2015
Managing Associate at Rabjohns Financial Group/ New England Financial August 2008 - October 2013
New England Securities Inc. August 2008 - October 2013
GAMA 1999 - 2010
Union League Club of Chicago 1990 - 2010
New England Financial December 2003 - July 2008
Strategic Coach 2005 - 2007
NAIFA 2004 - 2005
FPA Illinois 2000 - 2003
Skills
Insurance, Financial Advisory, Life Insurance, Financial Services, Retirement Planning, Securities, Fixed Annuities, Training, Wealth Management, Recruiting, Coaching, Small Business, Sales, Disability Insurance, Investment Advisory..., Web Development, Personal Finance, Agency Leadership, Front Line Management, Investments, Leadership, Financial Planning, Management, Finance, Strategy, Retirement, Executive Management, Employee Benefits, Mutual Funds
Education
Lake Forest College 1978 — 1981
B.A., Economics
Culver Military Academy 1975 — 1978
Army JROTC/ROTC
GCG Financial October 2013 - Present
Golf And Softball 2000 - 2015
Managing Associate at Rabjohns Financial Group/ New England Financial August 2008 - October 2013
New England Securities Inc. August 2008 - October 2013
GAMA 1999 - 2010
Union League Club of Chicago 1990 - 2010
New England Financial December 2003 - July 2008
Strategic Coach 2005 - 2007
NAIFA 2004 - 2005
FPA Illinois 2000 - 2003
Skills
Insurance, Financial Advisory, Life Insurance, Financial Services, Retirement Planning, Securities, Fixed Annuities, Training, Wealth Management, Recruiting, Coaching, Small Business, Sales, Disability Insurance, Investment Advisory..., Web Development, Personal Finance, Agency Leadership, Front Line Management, Investments, Leadership, Financial Planning, Management, Finance, Strategy, Retirement, Executive Management, Employee Benefits, Mutual Funds
Education
Lake Forest College 1978 — 1981
B.A., Economics
Culver Military Academy 1975 — 1978
Army JROTC/ROTC
Susan L. Yentz CLU ChFC Susan L. Yentz CLU ChFC's NAIFA Experience 1988 - 2012
Job Associate Financial Representative to Robert O. Smith, J.D., CLU, ChFC, LIC at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 1988 - Present
NAIFA 1988 - 2012
Skills
Real Estate, Series 7, Investments, Microsoft Office, Financial Modeling, Insurance, Estate Planning, Customer Service, Strategic Financial..., Asset Allocation
Education
Miami University
Finance
Northwestern Mutual 1988 - Present
NAIFA 1988 - 2012
Skills
Real Estate, Series 7, Investments, Microsoft Office, Financial Modeling, Insurance, Estate Planning, Customer Service, Strategic Financial..., Asset Allocation
Education
Miami University
Finance
John F. Nichols, MSM, CLU John F. Nichols, MSM, CLU's NAIFA Experience 1985 - Present
Job Income Protection Advocate,Speaker and Author
Industry Financial Services
Experience
Disability Resource Group, Inc October 1999 - Present
NAIFA 1985 - Present
John F. Nichols July 1993 - Present
MDRT 1999 - Present
iPrevu July 2007 - Present
LIFE Foundation 2010 - Present
LogLogic 1999 - 2011
CM Financial Group May 1987 - May 1990
Skills
Life Insurance, Disability Insurance, Insurance, Retirement Planning, Health Insurance, Employee Benefits, Financial Advisory, Engaging Speaker, Underwriting, Retirement, Risk Management, Critical Illness, Long-term Care, Brokers, Investments, Fixed Annuities, Financial Services, Small Business, Estate Planning, Public Speaking, Financial Planners, Securities, Leadership, Portfolio Management, Finance, Wealth Management, Term Life Insurance, Mutual Funds, Strategic Partnerships, 401k, Wealth, Marketing, IRAs, Investment Advisory, Investment Strategies, Asset Allocation, Series 63, Series 6, Series 7, Pensions, Personal Finance, Financial Planning
Education
The American College 2000 — 2011
MSM, CLU, Insurance & Leadership
University of St. Thomas 1980 — 1984
B.A., Business
Saint Thomas Academy 1976 — 1980
Nativity 1968 — 1976
Disability Resource Group, Inc October 1999 - Present
NAIFA 1985 - Present
John F. Nichols July 1993 - Present
MDRT 1999 - Present
iPrevu July 2007 - Present
LIFE Foundation 2010 - Present
LogLogic 1999 - 2011
CM Financial Group May 1987 - May 1990
Skills
Life Insurance, Disability Insurance, Insurance, Retirement Planning, Health Insurance, Employee Benefits, Financial Advisory, Engaging Speaker, Underwriting, Retirement, Risk Management, Critical Illness, Long-term Care, Brokers, Investments, Fixed Annuities, Financial Services, Small Business, Estate Planning, Public Speaking, Financial Planners, Securities, Leadership, Portfolio Management, Finance, Wealth Management, Term Life Insurance, Mutual Funds, Strategic Partnerships, 401k, Wealth, Marketing, IRAs, Investment Advisory, Investment Strategies, Asset Allocation, Series 63, Series 6, Series 7, Pensions, Personal Finance, Financial Planning
Education
The American College 2000 — 2011
MSM, CLU, Insurance & Leadership
University of St. Thomas 1980 — 1984
B.A., Business
Saint Thomas Academy 1976 — 1980
Nativity 1968 — 1976
J. Allen Mashburn's NAIFA Experience August 2001 - Present
Job NC Farm Bureau Insurance Group
Industry Financial Services
Experience
NC Department of Insurance - Agent Advisory Committee January 2015 - Present
NC Farm Bureau March 2011 - Present
BCBSNC 2011 - Present
Southern Farm Bureau Life Insurance Company 2011 - Present
NAIFA August 2001 - Present
Mutual of Omaha May 2001 - March 2006
Protech Powder Coating, Inc. February 2000 - September 2002
Skills
Term Life Insurance, Life Insurance, Homeowners, Umbrella Insurance, Disability Insurance, Fixed Annuities, Health Insurance, Whole Life, Long-term Care, Property & Casualty..., Commercial Insurance, Insurance, Retirement Planning, Long Term Care Insurance, Renters, Casualty, Permanent Life Insurance, Inland Marine, Legal Liability, Liability, General Insurance, Professional Liability, Workers Compensation, Underwriting, Universal Life, Employee Benefits, Flood Insurance, Critical Illness, Accident, Commercial Lines, Retirement, Licensed Life, Licensed Property, Brokers, Life, Liability Analysis, Licensed Life Insurance..., ATV, Annuity Sales, IRAs, Key Person Insurance, Marine Insurance, Personal Lines Auto, Group Insurance, Claims Management, Roth IRA, Insurance Brokerage, Health Savings Accounts, Accident Insurance, Employment Practices...
Education
The American College 2011 — 2015
Business and Personal/Financial Services Marketing Operations
Liberty University 2000 — 2002
Theological and Ministerial Studies
Sandhills Community College 1998 — 1999
Business Administration and Management, General
Tennessee Temple University 1996 — 1998
Bachelor of Arts (B.A.), Pastoral Studies/Counseling
Moody Bible Institute 1994 — 1998
Bible/Biblical Studies
NC Department of Insurance - Agent Advisory Committee January 2015 - Present
NC Farm Bureau March 2011 - Present
BCBSNC 2011 - Present
Southern Farm Bureau Life Insurance Company 2011 - Present
NAIFA August 2001 - Present
Mutual of Omaha May 2001 - March 2006
Protech Powder Coating, Inc. February 2000 - September 2002
Skills
Term Life Insurance, Life Insurance, Homeowners, Umbrella Insurance, Disability Insurance, Fixed Annuities, Health Insurance, Whole Life, Long-term Care, Property & Casualty..., Commercial Insurance, Insurance, Retirement Planning, Long Term Care Insurance, Renters, Casualty, Permanent Life Insurance, Inland Marine, Legal Liability, Liability, General Insurance, Professional Liability, Workers Compensation, Underwriting, Universal Life, Employee Benefits, Flood Insurance, Critical Illness, Accident, Commercial Lines, Retirement, Licensed Life, Licensed Property, Brokers, Life, Liability Analysis, Licensed Life Insurance..., ATV, Annuity Sales, IRAs, Key Person Insurance, Marine Insurance, Personal Lines Auto, Group Insurance, Claims Management, Roth IRA, Insurance Brokerage, Health Savings Accounts, Accident Insurance, Employment Practices...
Education
The American College 2011 — 2015
Business and Personal/Financial Services Marketing Operations
Liberty University 2000 — 2002
Theological and Ministerial Studies
Sandhills Community College 1998 — 1999
Business Administration and Management, General
Tennessee Temple University 1996 — 1998
Bachelor of Arts (B.A.), Pastoral Studies/Counseling
Moody Bible Institute 1994 — 1998
Bible/Biblical Studies
John Mullins, LUTCF John Mullins, LUTCF's NAIFA Experience 2007 - 2009
Job Agency Sales Manager at American Family Insurance
Industry Insurance
Experience
American Family Insurance March 2012 - Present
American Family Insurance May 2006 - March 2012
American Family May 2006 - March 2012
American Family Insurance January 2010 - January 2010
NAIFA 2007 - 2009
American Family Insurance May 2004 - May 2006
Skills
Leadership Development, Analytics, Adobe Creative Suite, Insurance, Commercial Insurance, Workers Compensation, Customer Relations, Public Speaking, Social Media, Microsoft Office, Marketing Strategy, Sales Management, Coaching, Problem Solving, Team Building, Social Media Marketing, Recruiting, Property & Casualty..., Life Insurance, Fixed Annuities, Term Life Insurance, Casualty, Umbrella Insurance, Disability Insurance, Underwriting, Health Insurance, Homeowners, Liability, Small Business, Marketing, Whole Life, Sales, Commercial Lines, Professional Liability, Strategic Planning, New Business Development, Medicare, Leadership, Customer Satisfaction, Risk Management, Negotiation, Business Planning, Facebook, Training, Lead Generation, Sales Process, Social Networking, General Insurance, Customer Service, Renters
Education
The American College 2009 — 2014
LUTCF
Illinois State University 2000 — 2004
Bachelor of Science, Business Administration - Information Systems
Normal Community West High School 1997 — 2000
American Family Insurance March 2012 - Present
American Family Insurance May 2006 - March 2012
American Family May 2006 - March 2012
American Family Insurance January 2010 - January 2010
NAIFA 2007 - 2009
American Family Insurance May 2004 - May 2006
Skills
Leadership Development, Analytics, Adobe Creative Suite, Insurance, Commercial Insurance, Workers Compensation, Customer Relations, Public Speaking, Social Media, Microsoft Office, Marketing Strategy, Sales Management, Coaching, Problem Solving, Team Building, Social Media Marketing, Recruiting, Property & Casualty..., Life Insurance, Fixed Annuities, Term Life Insurance, Casualty, Umbrella Insurance, Disability Insurance, Underwriting, Health Insurance, Homeowners, Liability, Small Business, Marketing, Whole Life, Sales, Commercial Lines, Professional Liability, Strategic Planning, New Business Development, Medicare, Leadership, Customer Satisfaction, Risk Management, Negotiation, Business Planning, Facebook, Training, Lead Generation, Sales Process, Social Networking, General Insurance, Customer Service, Renters
Education
The American College 2009 — 2014
LUTCF
Illinois State University 2000 — 2004
Bachelor of Science, Business Administration - Information Systems
Normal Community West High School 1997 — 2000
McKinley Romero McKinley Romero's NAIFA Experience 2012 - 2012
Job Partner at Northwest Insurance Professionals
Industry Insurance
Experience
Northwest Insurance Professionals February 2012 - Present
NAIFA 2012 - 2012
Skills
Insurance, Health Insurance, Employee Benefits, Customer Service, Public Speaking, Small Business, Budgeting, Underwriting, Fixed Annuities, Commercial Insurance, Term Life Insurance, Budgets, Long-term Care, Life Insurance, Medicare, Umbrella Insurance, Marketing, Accident, Casualty, Brokers, Commercial Lines, Disability Insurance, Claim, Legal Liability, Professional Liability, Liability, General Insurance, Workers Compensation, Property
Education
McPherson College 1983 — 1985
Northwest Insurance Professionals February 2012 - Present
NAIFA 2012 - 2012
Skills
Insurance, Health Insurance, Employee Benefits, Customer Service, Public Speaking, Small Business, Budgeting, Underwriting, Fixed Annuities, Commercial Insurance, Term Life Insurance, Budgets, Long-term Care, Life Insurance, Medicare, Umbrella Insurance, Marketing, Accident, Casualty, Brokers, Commercial Lines, Disability Insurance, Claim, Legal Liability, Professional Liability, Liability, General Insurance, Workers Compensation, Property
Education
McPherson College 1983 — 1985
Lauren Borislow Lauren Borislow's NAIFA Experience September 2012 - December 2012
Job Student at Suffolk University Law School
Industry Public Policy
Experience
NAIFA September 2012 - December 2012
Rue La La June 2011 - September 2011
Russell and Bernard Law Firm July 2010 - September 2010
Skills
Public Policy, Microsoft Excel, Research, Writing, Administrative Work, Policy Analysis, Nonprofits, Community Outreach, Analysis, Social Media
Education
Suffolk University Law School 2014 — 2017
Juris Doctor (J.D.)
Hobart and William Smith Colleges 2010 — 2014
Bachelor's degree, Public Policy Analysis
Kimball Union Academy 2006 — 2010
NAIFA September 2012 - December 2012
Rue La La June 2011 - September 2011
Russell and Bernard Law Firm July 2010 - September 2010
Skills
Public Policy, Microsoft Excel, Research, Writing, Administrative Work, Policy Analysis, Nonprofits, Community Outreach, Analysis, Social Media
Education
Suffolk University Law School 2014 — 2017
Juris Doctor (J.D.)
Hobart and William Smith Colleges 2010 — 2014
Bachelor's degree, Public Policy Analysis
Kimball Union Academy 2006 — 2010
Brent A. Jones, LUTCF's NAIFA Experience 2015 - Present
Job Principal with ICI Financial LLC
Industry Insurance
Experience
ICI Financial LLC January 2015 - Present
NAIFA 2015 - Present
NAIFA May 2012 - April 2015
ICI Financial LLC January 2010 - December 2014
City of Aurora 2009 - 2014
City of Aurora 2010 - 2011
State of Colorado January 2009 - December 2010
New York Life Insurance Company October 2004 - January 2010
New York Life Insurance Company 2006 - 2009
Skills
Retirement Planning, Long-term Care, Insurance, Fixed Annuities, IRAs, Financial Services, Life Insurance, Financial Planners, Disability Insurance, Income Protection, Public Policy, Tax Free Income, Employee Benefits, Estate Planning, Retirement, Leadership, Public Speaking, Financial Planning, Strategic Planning
Education
The American College 2006 — 2009
LUTCF - Professional Designation, - Finance, Retirement, and Insurance
University of Colorado Denver 2000 — 2003
Bachelor of Science (BS), Business Administration - Marketing / Economics
Community College of Aurora 1998 — 2000
Business Administration
Ricks College 1995 — 1996
Business Administration
ICI Financial LLC January 2015 - Present
NAIFA 2015 - Present
NAIFA May 2012 - April 2015
ICI Financial LLC January 2010 - December 2014
City of Aurora 2009 - 2014
City of Aurora 2010 - 2011
State of Colorado January 2009 - December 2010
New York Life Insurance Company October 2004 - January 2010
New York Life Insurance Company 2006 - 2009
Skills
Retirement Planning, Long-term Care, Insurance, Fixed Annuities, IRAs, Financial Services, Life Insurance, Financial Planners, Disability Insurance, Income Protection, Public Policy, Tax Free Income, Employee Benefits, Estate Planning, Retirement, Leadership, Public Speaking, Financial Planning, Strategic Planning
Education
The American College 2006 — 2009
LUTCF - Professional Designation, - Finance, Retirement, and Insurance
University of Colorado Denver 2000 — 2003
Bachelor of Science (BS), Business Administration - Marketing / Economics
Community College of Aurora 1998 — 2000
Business Administration
Ricks College 1995 — 1996
Business Administration
Hollie Gandy Hollie Gandy's NAIFA Experience 2012 - 2013
Job principal at Senior Solutions Group
Industry Financial Services
Experience
LegalShield, Independent Associate 2010 - Present
Senior Solutions Group March 2002 - Present
Safe Money Solutions Group 2012 - 2014
NAIFA 2012 - 2013
Tarkenton Financial 2008 - 2013
Senior Producer May 1999 - August 2002
Skills
Fixed Annuities, Insurance, Sales Management, Long-term Care, Life Insurance, Investments, Disability Insurance, Health Insurance, Retirement, Strategic Planning, Small Business, 401k, Retirement Planning, Estate Planning, Term Life Insurance, IRAs, Financial Advisory, Employee Benefits, Financial Planners, Asset Management, Strategic Financial...
Education
Baylor University
LegalShield, Independent Associate 2010 - Present
Senior Solutions Group March 2002 - Present
Safe Money Solutions Group 2012 - 2014
NAIFA 2012 - 2013
Tarkenton Financial 2008 - 2013
Senior Producer May 1999 - August 2002
Skills
Fixed Annuities, Insurance, Sales Management, Long-term Care, Life Insurance, Investments, Disability Insurance, Health Insurance, Retirement, Strategic Planning, Small Business, 401k, Retirement Planning, Estate Planning, Term Life Insurance, IRAs, Financial Advisory, Employee Benefits, Financial Planners, Asset Management, Strategic Financial...
Education
Baylor University
Ernie Halal Ernie Halal's NAIFA Experience September 2011 - Present
Job Marketing and Product Development
Industry Marketing and Advertising
Experience
NAIFA September 2011 - Present
American Trucking Associations April 2007 - February 2011
Gaming Age November 2001 - May 2007
BIG fish Communications 2005 - 2007
USA WEEKEND Magazine (Gannett) 2001 - 2005
BVB Advertising 1999 - 2001
Convention Management Group 1997 - 1999
Association Management Bureau January 1996 - July 1997
Skills
Strategy, Business Development, Market Analysis, Brand Management, Marketing, Advertising, Social Media, Marketing Communications, Email Marketing, Public Relations, Social Media Marketing
Education
Kent State University 1991 — 1996
BA, Political Science
NAIFA September 2011 - Present
American Trucking Associations April 2007 - February 2011
Gaming Age November 2001 - May 2007
BIG fish Communications 2005 - 2007
USA WEEKEND Magazine (Gannett) 2001 - 2005
BVB Advertising 1999 - 2001
Convention Management Group 1997 - 1999
Association Management Bureau January 1996 - July 1997
Skills
Strategy, Business Development, Market Analysis, Brand Management, Marketing, Advertising, Social Media, Marketing Communications, Email Marketing, Public Relations, Social Media Marketing
Education
Kent State University 1991 — 1996
BA, Political Science
Stacie Stinnette Stacie Stinnette's NAIFA Experience May 2008 - September 2008
Job Policy Analyst at SAIC
Industry Information Technology and Services
Experience
SAIC October 2008 - Present
NAIFA May 2008 - September 2008
Education
George Mason University 2004 — 2008
SAIC October 2008 - Present
NAIFA May 2008 - September 2008
Education
George Mason University 2004 — 2008
Casper J. Meijer Casper J. Meijer's NAIFA Experience 2015 - 2015
Job CJM Financial
Industry Financial Services
Experience
CJM Financial 2008 - Present
NAIFA 2015 - 2015
NAIFA 2015 - 2015
MacMillan Financial 2006 - 2008
New England Financial 2004 - 2005
Waddell & Reed 2002 - 2004
Prudential Securities 2001 - 2002
Prudential Financial Planning Services 2000 - 2001
American Express Financial Advisors 1995 - 2000
Classic Travel Consultants 1992 - 1995
Skills
Retirement Planning, Investments, Estate Planning, Financial Planning, Retirement Income..., Insurance Planning, Annuities, Long Term Care, Wealth Transfer, Wealth Preservation, Medicare Supplement/..., Charitable Giving..., Wealth Accumulation, Event Planning, Sales, Securities, Sales Management, Customer Service, Income Protection, Team Building
Education
Hofstra University 1971 — 1974
BA, Business
State University of New York at Farmingdale 1969 — 1971
Associate's Degree, Business
CJM Financial 2008 - Present
NAIFA 2015 - 2015
NAIFA 2015 - 2015
MacMillan Financial 2006 - 2008
New England Financial 2004 - 2005
Waddell & Reed 2002 - 2004
Prudential Securities 2001 - 2002
Prudential Financial Planning Services 2000 - 2001
American Express Financial Advisors 1995 - 2000
Classic Travel Consultants 1992 - 1995
Skills
Retirement Planning, Investments, Estate Planning, Financial Planning, Retirement Income..., Insurance Planning, Annuities, Long Term Care, Wealth Transfer, Wealth Preservation, Medicare Supplement/..., Charitable Giving..., Wealth Accumulation, Event Planning, Sales, Securities, Sales Management, Customer Service, Income Protection, Team Building
Education
Hofstra University 1971 — 1974
BA, Business
State University of New York at Farmingdale 1969 — 1971
Associate's Degree, Business
Greg Sanchez Greg Sanchez's NAIFA Experience 1995 - 2012
Job Owner, Greg Sanchez Ins Agcy Inc
Industry Insurance
Experience
TeamMates Mentoring Progam 2009 - Present
Greg Sanchez Ins Agcy Inc August 1993 - Present
State Farm Insurance August 1993 - Present
Grand Island Little Theatre 1995 - 2014
Grand Island Little Theatre 1995 - 2014
Grand Island Little Theatre 1995 - 2014
NAIFA 1995 - 2012
North Platte Public School August 1989 - May 1993
Skills
Term Life Insurance, Insurance, Disability Insurance, Life Insurance, Property & Casualty..., Long-term Care, Fixed Annuities, Commercial Insurance, Casualty, Workers Compensation, Liability, Customer Service, General Insurance, Retirement, Financial Planners, Whole Life, Homeowners, Small Business, Umbrella Insurance, Public Speaking, Team Building, Leadership, Sales, Strategic Planning
Education
Chadron State College 1979 — 1983
BS, Education
TeamMates Mentoring Progam 2009 - Present
Greg Sanchez Ins Agcy Inc August 1993 - Present
State Farm Insurance August 1993 - Present
Grand Island Little Theatre 1995 - 2014
Grand Island Little Theatre 1995 - 2014
Grand Island Little Theatre 1995 - 2014
NAIFA 1995 - 2012
North Platte Public School August 1989 - May 1993
Skills
Term Life Insurance, Insurance, Disability Insurance, Life Insurance, Property & Casualty..., Long-term Care, Fixed Annuities, Commercial Insurance, Casualty, Workers Compensation, Liability, Customer Service, General Insurance, Retirement, Financial Planners, Whole Life, Homeowners, Small Business, Umbrella Insurance, Public Speaking, Team Building, Leadership, Sales, Strategic Planning
Education
Chadron State College 1979 — 1983
BS, Education
Caitlin Fuller Caitlin Fuller's NAIFA Experience September 2011 - Present
Job Student at Kennesaw State University
Industry Education Management
Experience
NAIFA September 2011 - Present
Gymnastics Academy of Atlanta Central June 2006 - August 2010
Henssler Financial Group May 2007 - August 2007
Skills
Customer Relations, Microsoft Office, Clerical Skills
Education
Kennesaw State University 2006 — 2011
Bachelors of Science
NAIFA September 2011 - Present
Gymnastics Academy of Atlanta Central June 2006 - August 2010
Henssler Financial Group May 2007 - August 2007
Skills
Customer Relations, Microsoft Office, Clerical Skills
Education
Kennesaw State University 2006 — 2011
Bachelors of Science
Monte Thorns's NAIFA Experience 2012 - 2014
Job Sales Leader at State Farm
Industry Insurance
Experience
State Farm April 2013 - Present
NAIFA 2012 - 2014
NAIFA 2012 - 2014
State Farm Insurance June 2012 - March 2013
Monte Thorns State Farm Insurance Agency August 2008 - May 2012
State Farm Insurance August 2008 - May 2012
State Farm Insurance October 2000 - July 2008
Bank of America May 1998 - September 2000
Skills
Leadership, Underwriting, Leadership Development, Homeowners, Umbrella Insurance, Small Business, Customer Service, Employee Benefits, Banking, Liability, Casualty, Risk Management, General Insurance, Networking, Marketing, Legal Liability, Sales, Recruiting, Motorcycle, Professional Liability, Renters, Time Management, Claim, Estate Planning, Commercial Lines, Critical Illness, Account Management, Claims Management, Team Building, Marine Insurance, Human Resources
Education
Oral Roberts University 1991 — 1995
Bachelor of Science, Business Management
State Farm April 2013 - Present
NAIFA 2012 - 2014
NAIFA 2012 - 2014
State Farm Insurance June 2012 - March 2013
Monte Thorns State Farm Insurance Agency August 2008 - May 2012
State Farm Insurance August 2008 - May 2012
State Farm Insurance October 2000 - July 2008
Bank of America May 1998 - September 2000
Skills
Leadership, Underwriting, Leadership Development, Homeowners, Umbrella Insurance, Small Business, Customer Service, Employee Benefits, Banking, Liability, Casualty, Risk Management, General Insurance, Networking, Marketing, Legal Liability, Sales, Recruiting, Motorcycle, Professional Liability, Renters, Time Management, Claim, Estate Planning, Commercial Lines, Critical Illness, Account Management, Claims Management, Team Building, Marine Insurance, Human Resources
Education
Oral Roberts University 1991 — 1995
Bachelor of Science, Business Management
Bart Ecker Bart Ecker's NAIFA Experience 2000 - 2002
Job at
Industry Management Consulting
Experience
NCQA June 2013 - Present
MS2K+ April 2010 - June 2013
Industrial Research Institute January 2008 - December 2009
American Dental Education Association October 2006 - January 2008
Teacher of English to Speakers of Other Languages, Inc. 2002 - 2006
NAIFA 2000 - 2002
American Industrial Hygiene Association 1994 - 1996
Skills
Strategic Planning, Program Management, Governance Relations, Executive Leadership, Marketing, Development,..., Fiscal Management, Professional..., Conference & Event..., PROFESSIONAL..., Event Management, Leadership, Sales, Staff Development, Marketing, Fiscal Policy, Business Development, Event Planning, Program Development, Nonprofits, Strategy, Budgets, Project Management, Fundraising, Management, Leadership Development, Recruiting, Analysis, Project Planning, New Business Development, Human Resources, Policy, Proposal Writing, Management Consulting, Training, Public Speaking, Organizational..., Team Building, Government, Contract Negotiation, Governance, Process Improvement
Education
University of Maryland University College 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Susquehanna University 1988 — 1992
BA, English Language and Literature, General
MMI
NCQA June 2013 - Present
MS2K+ April 2010 - June 2013
Industrial Research Institute January 2008 - December 2009
American Dental Education Association October 2006 - January 2008
Teacher of English to Speakers of Other Languages, Inc. 2002 - 2006
NAIFA 2000 - 2002
American Industrial Hygiene Association 1994 - 1996
Skills
Strategic Planning, Program Management, Governance Relations, Executive Leadership, Marketing, Development,..., Fiscal Management, Professional..., Conference & Event..., PROFESSIONAL..., Event Management, Leadership, Sales, Staff Development, Marketing, Fiscal Policy, Business Development, Event Planning, Program Development, Nonprofits, Strategy, Budgets, Project Management, Fundraising, Management, Leadership Development, Recruiting, Analysis, Project Planning, New Business Development, Human Resources, Policy, Proposal Writing, Management Consulting, Training, Public Speaking, Organizational..., Team Building, Government, Contract Negotiation, Governance, Process Improvement
Education
University of Maryland University College 2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General
Susquehanna University 1988 — 1992
BA, English Language and Literature, General
MMI
H. Lillian Vogl, JD, CFP® H. Lillian Vogl, JD, CFP®'s NAIFA Experience January 2011 - July 2012
Job Experienced Professional in Law, Advocacy, and Financial Services
Industry Financial Services
Experience
Crump Life Insurance Services September 2014 - Present
FCRC February 2013 - Present
Felicitous Concepts Ltd. August 2010 - Present
Fairfax County Small Business Commission February 2013 - December 2014
Northwestern Mutual August 2012 - September 2014
FCRC April 2012 - March 2013
NAIFA January 2011 - July 2012
Covington & Burling LLP September 2004 - June 2010
Children's Scholarship Fund January 1999 - August 2001
Washington Scholarship Fund May 1997 - December 1998
Education
University of Virginia School of Law 2001 — 2004
JD
Dordt College 1993 — 1997
BA, English, Secondary Education
Crump Life Insurance Services September 2014 - Present
FCRC February 2013 - Present
Felicitous Concepts Ltd. August 2010 - Present
Fairfax County Small Business Commission February 2013 - December 2014
Northwestern Mutual August 2012 - September 2014
FCRC April 2012 - March 2013
NAIFA January 2011 - July 2012
Covington & Burling LLP September 2004 - June 2010
Children's Scholarship Fund January 1999 - August 2001
Washington Scholarship Fund May 1997 - December 1998
Education
University of Virginia School of Law 2001 — 2004
JD
Dordt College 1993 — 1997
BA, English, Secondary Education
Jim Garrison's NAIFA Experience June 2010 - June 2011
Job Owner at Garrison Insurance & Financial Services, Inc
Industry Insurance
Experience
Garrison Insurance & Financial Services, Inc 2002 - Present
Topeka Chamber of Commerce 2004 - Present
Shawnee County Fair 2003 - Present
NAIFA June 2010 - June 2011
Sheltered Living, Inc. February 2008 - February 2010
Alpha Gamma Rho Fraternity August 1985 - May 1990
Skills
Disability Insurance, Small Business, Term Life Insurance, Life Insurance, Workers Compensation, Long Term Care Insurance, Automobile Insurance, Homeowners Insurance, Retirement Planning, Commercial Insurance, Homeowners, Health Insurance, Fixed Annuities, Insurance, Public Speaking, Long-term Care, Universal Life, Property & Casualty..., Whole Life, Retirement, IRAs, Auto, Umbrella Insurance, Estate Planning, Financial Planners, Casualty, Liability, Legal Liability, Employee Benefits, Professional Liability, Medicare, General Insurance, Financial Advisory, Financial Services, Wealth, Renters, Underwriting, Strategic Financial..., Business, Mutual Funds, Business Networking, New Business Development, Property, Leadership, Investments, Community Development, Financial Planning, Casualty Insurance, Customer Service
Education
Kansas State University 1985 — 1990
Bachelor, Engineering
Miltonvale High School 1982 — 1985
General
Garrison Insurance & Financial Services, Inc 2002 - Present
Topeka Chamber of Commerce 2004 - Present
Shawnee County Fair 2003 - Present
NAIFA June 2010 - June 2011
Sheltered Living, Inc. February 2008 - February 2010
Alpha Gamma Rho Fraternity August 1985 - May 1990
Skills
Disability Insurance, Small Business, Term Life Insurance, Life Insurance, Workers Compensation, Long Term Care Insurance, Automobile Insurance, Homeowners Insurance, Retirement Planning, Commercial Insurance, Homeowners, Health Insurance, Fixed Annuities, Insurance, Public Speaking, Long-term Care, Universal Life, Property & Casualty..., Whole Life, Retirement, IRAs, Auto, Umbrella Insurance, Estate Planning, Financial Planners, Casualty, Liability, Legal Liability, Employee Benefits, Professional Liability, Medicare, General Insurance, Financial Advisory, Financial Services, Wealth, Renters, Underwriting, Strategic Financial..., Business, Mutual Funds, Business Networking, New Business Development, Property, Leadership, Investments, Community Development, Financial Planning, Casualty Insurance, Customer Service
Education
Kansas State University 1985 — 1990
Bachelor, Engineering
Miltonvale High School 1982 — 1985
General
Donald Damick Donald Damick's NAIFA Experience July 2011 - June 2012
Job committee member at Geneva Community Projects Committee
Industry Insurance
Experience
Nationwide Insurance August 1979 - Present
Geneva Community Projects Committee January 2012 - Present
NAIFA July 2011 - June 2012
Perry Central School September 1976 - June 1979
Frankfort Schuyler CS September 1974 - June 1976
Skills
Substitute Church..., Long-term Care, Fixed Annuities, Disability Insurance, Insurance, Retirement Planning, Financial Planners, Term Life Insurance, Band, Music, Life Insurance, Long Term Care Insurance, Financial Advisory, IRAs, Retirement
Education
State University of New York College at Fredonia 1970 — 1974
BM, Music Education
Nationwide Insurance August 1979 - Present
Geneva Community Projects Committee January 2012 - Present
NAIFA July 2011 - June 2012
Perry Central School September 1976 - June 1979
Frankfort Schuyler CS September 1974 - June 1976
Skills
Substitute Church..., Long-term Care, Fixed Annuities, Disability Insurance, Insurance, Retirement Planning, Financial Planners, Term Life Insurance, Band, Music, Life Insurance, Long Term Care Insurance, Financial Advisory, IRAs, Retirement
Education
State University of New York College at Fredonia 1970 — 1974
BM, Music Education
Mike Struebing's NAIFA Experience 2002 - Present
Job Representative at Headley Financial Group
Industry Insurance
Experience
Headley Financial Group December 2010 - Present
Assurity Life 1985 - Present
Sarpy County Chamber 2011 - Present
NAIFA 2002 - Present
Principal Financial Group 2011 - Present
Business Exchange Network 2014 - 2015
Business Exchange Network 2014 - 2015
Sarpy County Chamber 2011 - 2015
McGill & Simmons 1985 - 2015
McGill & Simmons 1985 - 2015
Skills
Fixed Annuities, Long Term Care, Annuities, Retirement Planning, Insurance, Employee Benefits, Financial Planning, Securities, Disability Insurance, Term Life Insurance, Estate Planning, Business Succession..., College Savings Plans, Buy Sell Agreements, Group Benefit Plans, 401-K Plans, Long-term Care
Education
Nebraska Wesleyan University 1969 — 1973
Bachelor of Arts, Education
Headley Financial Group December 2010 - Present
Assurity Life 1985 - Present
Sarpy County Chamber 2011 - Present
NAIFA 2002 - Present
Principal Financial Group 2011 - Present
Business Exchange Network 2014 - 2015
Business Exchange Network 2014 - 2015
Sarpy County Chamber 2011 - 2015
McGill & Simmons 1985 - 2015
McGill & Simmons 1985 - 2015
Skills
Fixed Annuities, Long Term Care, Annuities, Retirement Planning, Insurance, Employee Benefits, Financial Planning, Securities, Disability Insurance, Term Life Insurance, Estate Planning, Business Succession..., College Savings Plans, Buy Sell Agreements, Group Benefit Plans, 401-K Plans, Long-term Care
Education
Nebraska Wesleyan University 1969 — 1973
Bachelor of Arts, Education
Jerry D. Jackson, LUTCF Jerry D. Jackson, LUTCF's NAIFA Experience 2005 - 2006
Job Independent Life & Health Insurance Broker
Industry Insurance
Experience
Illinois State Association of Health Underwriters NAHU June 2013 - Present
Central IL Assn. of Health Underwriters July 2008 - Present
Military Officers Association 2006 - Present
Central IL Chapter, Reserve Officers Association July 2000 - Present
Jackson Insurance & Financial Services May 1976 - Present
NAIFA 2005 - 2006
Skills
Long-term Care, Disability Insurance, Employee Benefits, Health Insurance, Term Life Insurance, Medicare, Health Savings Accounts, Life Insurance, Long Term Care Insurance, Critical Illness, Insurance, Brokers, Team Building, Whole Life, Fixed Annuities, Accident, Universal Life, Retirement, IRAs, Financial Planners, 401k, Retirement Planning
Education
Illinois State University 1956 — 1960
Bachelor of Arts (B.A.), Education
Bloomington H.S. '56 1953 — 1956
Illinois State Association of Health Underwriters NAHU June 2013 - Present
Central IL Assn. of Health Underwriters July 2008 - Present
Military Officers Association 2006 - Present
Central IL Chapter, Reserve Officers Association July 2000 - Present
Jackson Insurance & Financial Services May 1976 - Present
NAIFA 2005 - 2006
Skills
Long-term Care, Disability Insurance, Employee Benefits, Health Insurance, Term Life Insurance, Medicare, Health Savings Accounts, Life Insurance, Long Term Care Insurance, Critical Illness, Insurance, Brokers, Team Building, Whole Life, Fixed Annuities, Accident, Universal Life, Retirement, IRAs, Financial Planners, 401k, Retirement Planning
Education
Illinois State University 1956 — 1960
Bachelor of Arts (B.A.), Education
Bloomington H.S. '56 1953 — 1956
Chris Renfro Chris Renfro's NAIFA Experience 2011 - 2011
Job Owner at Next Generation Insurance Services
Industry Insurance
Experience
Next Generation Insurance Services June 2012 - Present
Copeland Insurance Group September 2009 - June 2012
NAIFA 2011 - 2011
Skills
Golf, Medicare Supplements, Medicare Part D, Medicare, Health Insurance, Term Life Insurance, Long-term Care, Disability Insurance, Insurance, Fixed Annuities, Life Insurance, Whole Life, Employee Benefits, Brokers, Critical Illness, Accident, Universal Life, Health Savings Accounts, Dentistry, Retirement, Property & Casualty..., Long Term Care Insurance, Retirement Planning, Healthcare, IRAs, Umbrella Insurance, Underwriting
Education
Dallas Baptist University 1986 — 1993
BABA, Management
Texas A&M University 1990 — 1991
Geology/Earth Science, General
Next Generation Insurance Services June 2012 - Present
Copeland Insurance Group September 2009 - June 2012
NAIFA 2011 - 2011
Skills
Golf, Medicare Supplements, Medicare Part D, Medicare, Health Insurance, Term Life Insurance, Long-term Care, Disability Insurance, Insurance, Fixed Annuities, Life Insurance, Whole Life, Employee Benefits, Brokers, Critical Illness, Accident, Universal Life, Health Savings Accounts, Dentistry, Retirement, Property & Casualty..., Long Term Care Insurance, Retirement Planning, Healthcare, IRAs, Umbrella Insurance, Underwriting
Education
Dallas Baptist University 1986 — 1993
BABA, Management
Texas A&M University 1990 — 1991
Geology/Earth Science, General
Traci Tribble Traci Tribble's NAIFA Experience October 2014 - Present
Job Executive Director of National Association of Insurance and Financial Advisors
Industry Consumer Services
Experience
NAIFA October 2014 - Present
Reflectionz by Traci October 2011 - Present
Equiva Services (subsidiary of Shell) August 2005 - April 2006
Shell Oil Company June 2000 - July 2005
Skills
Network Administration, Office Management, Microsoft Office, master stylist, Project Management, Motivational Speaking, Motivational..., Proactive self-starter, Organizational..., Social Networking, Teamwork, Troubleshooting, Team Leadership, System Administration, Software Documentation, Small Business, Program Management, New Business Development, Networking, Customer Service, Access, Contract Negotiation, PowerPoint, Microsoft Word, Microsoft Excel, Training
Education
Texas Barber Colleges and Hairstyling Schools 2009 — 2011
Cosmetology Liscence, Cosmetology, Barber/Styling, and Nail Instructor
ITT Technical Institute-Houston West 2005 — 2007
Asssociates in Applied Science, Computer Systems Networking and Telecommunications, 3.6
NAIFA October 2014 - Present
Reflectionz by Traci October 2011 - Present
Equiva Services (subsidiary of Shell) August 2005 - April 2006
Shell Oil Company June 2000 - July 2005
Skills
Network Administration, Office Management, Microsoft Office, master stylist, Project Management, Motivational Speaking, Motivational..., Proactive self-starter, Organizational..., Social Networking, Teamwork, Troubleshooting, Team Leadership, System Administration, Software Documentation, Small Business, Program Management, New Business Development, Networking, Customer Service, Access, Contract Negotiation, PowerPoint, Microsoft Word, Microsoft Excel, Training
Education
Texas Barber Colleges and Hairstyling Schools 2009 — 2011
Cosmetology Liscence, Cosmetology, Barber/Styling, and Nail Instructor
ITT Technical Institute-Houston West 2005 — 2007
Asssociates in Applied Science, Computer Systems Networking and Telecommunications, 3.6
Tonya Poalillo's NAIFA Experience January 2015 - Present
Job Member at CREW Northern Nevada
Industry Insurance
Experience
CREW Northern Nevada April 2015 - Present
American Family Insurance January 2003 - Present
Junior League of Reno September 2007 - Present
Arbonne International March 2007 - Present
NAIFA January 2015 - Present
Better Life Technologies LLC January 2001 - January 2003
Skills
Fundraising, Non-profits, Customer Service, Public Speaking, Public Relations, Event Planning, Strategic Planning, Volunteer Management, Insurance, Life Insurance, Microsoft Office, Leadership Development, Commercial Insurance, Process Improvement, Leadership, Marketing, Training, Small Business, Coaching, Sales, Budgets
Education
Emporia State University 1996 — 2000
BS, International Business, Magna Cum Laude
Emporia State University 1996 — 2000
BA, Spanish, Magna Cum Laude
CREW Northern Nevada April 2015 - Present
American Family Insurance January 2003 - Present
Junior League of Reno September 2007 - Present
Arbonne International March 2007 - Present
NAIFA January 2015 - Present
Better Life Technologies LLC January 2001 - January 2003
Skills
Fundraising, Non-profits, Customer Service, Public Speaking, Public Relations, Event Planning, Strategic Planning, Volunteer Management, Insurance, Life Insurance, Microsoft Office, Leadership Development, Commercial Insurance, Process Improvement, Leadership, Marketing, Training, Small Business, Coaching, Sales, Budgets
Education
Emporia State University 1996 — 2000
BS, International Business, Magna Cum Laude
Emporia State University 1996 — 2000
BA, Spanish, Magna Cum Laude
Brijette Chenet's NAIFA Experience September 2008 - November 2013
Job Executive Assistant to Director
Industry Executive Office
Experience
Dumbarton Oaks Research Library and Collection, Harvard University June 2014 - Present
NAIFA September 2008 - November 2013
Goodwill Industries International September 2004 - August 2008
Skills
Team Building, Strategic Planning, Customer Service, Public Speaking, Social Media, Nonprofits, Leadership, Project Management, Training, Budgets, Insurance, Life Insurance, Long-term Care
Education
Johnson & Wales University 1991 — 1995
BS, Hospitality Sales and Meeting Management, Hospitality Administration/Management
Johnson and Wales University 1991 — 1995
Bachelor of Science (B.S.), Hospitality Administration/Management
Dumbarton Oaks Research Library and Collection, Harvard University June 2014 - Present
NAIFA September 2008 - November 2013
Goodwill Industries International September 2004 - August 2008
Skills
Team Building, Strategic Planning, Customer Service, Public Speaking, Social Media, Nonprofits, Leadership, Project Management, Training, Budgets, Insurance, Life Insurance, Long-term Care
Education
Johnson & Wales University 1991 — 1995
BS, Hospitality Sales and Meeting Management, Hospitality Administration/Management
Johnson and Wales University 1991 — 1995
Bachelor of Science (B.S.), Hospitality Administration/Management
Helen Heath Mosher's NAIFA Experience March 2005 - August 2007
Job Digital Communications Strategist
Industry Public Relations and Communications
Experience
St. George's Episcopal Church March 2015 - Present
Mosher Communications and Editorial Services June 1999 - Present
AFCEA International September 2007 - April 2014
NAIFA March 2005 - August 2007
Alexander Street Press September 2004 - March 2005
Philadelphia City Paper November 1999 - September 2004
Temple University August 2000 - May 2004
Borders Books August 1998 - March 2000
University of Virginia January 1996 - September 1998
Skills
Blogging, Social Media, Content Management, Copywriting, Editing, Social Networking, Content Strategy, WordPress, Social Media Marketing, Copy Editing, Facebook, Storytelling, Strategic Communications, Journalism, Writing, Marketing, Publications, Project Management, Digital Media, Press Releases, Publishing, Creative Direction, Web Analytics, Higher Education, Google Analytics, Fundraising, Networking, Genesis Framework
Education
George Mason University 2008 — 2010
N/A
Temple University 2001 — 2004
B.A.
Lord Fairfax Community College 1993 — 1995
A.A. & S.
St. George's Episcopal Church March 2015 - Present
Mosher Communications and Editorial Services June 1999 - Present
AFCEA International September 2007 - April 2014
NAIFA March 2005 - August 2007
Alexander Street Press September 2004 - March 2005
Philadelphia City Paper November 1999 - September 2004
Temple University August 2000 - May 2004
Borders Books August 1998 - March 2000
University of Virginia January 1996 - September 1998
Skills
Blogging, Social Media, Content Management, Copywriting, Editing, Social Networking, Content Strategy, WordPress, Social Media Marketing, Copy Editing, Facebook, Storytelling, Strategic Communications, Journalism, Writing, Marketing, Publications, Project Management, Digital Media, Press Releases, Publishing, Creative Direction, Web Analytics, Higher Education, Google Analytics, Fundraising, Networking, Genesis Framework
Education
George Mason University 2008 — 2010
N/A
Temple University 2001 — 2004
B.A.
Lord Fairfax Community College 1993 — 1995
A.A. & S.
David Livingston's NAIFA Experience July 2011 - August 2012
Job Arizona House of Representatives elected official from district 22
Industry Government Relations
Experience
Arizona House of Representatives January 2015 - Present
Representative in the Arizona House November 2012 - Present
Livingston Financial Center 2005 - Present
Ameriprise Financial 1993 - 2013
Livingston & Associates 1993 - 2013
NAIFA July 2011 - August 2012
YMCA 2000 - 2007
Skills
Asset Allocation, Budgets, College Savings Plans, Finance, 401k, Asset Management, Customer Service, Disability Insurance, Equities, Estate Planning, Financial Advisory, Financial Modeling, Financial Services, Insurance, Investment Advisory, Financial Planners, Leadership, Management, Team Building, Community Outreach, Financial Planning, Government, Life Insurance, Long-term Care, Policy, Fundraising, Portfolio Management, Public Relations, Public Speaking
Education
Arizona State University 1983 — 1988
BS, Finance
Arizona State University - W. P. Carey School of Business 1983 — 1988
Bachelor's of Science, Finance
Arizona House of Representatives January 2015 - Present
Representative in the Arizona House November 2012 - Present
Livingston Financial Center 2005 - Present
Ameriprise Financial 1993 - 2013
Livingston & Associates 1993 - 2013
NAIFA July 2011 - August 2012
YMCA 2000 - 2007
Skills
Asset Allocation, Budgets, College Savings Plans, Finance, 401k, Asset Management, Customer Service, Disability Insurance, Equities, Estate Planning, Financial Advisory, Financial Modeling, Financial Services, Insurance, Investment Advisory, Financial Planners, Leadership, Management, Team Building, Community Outreach, Financial Planning, Government, Life Insurance, Long-term Care, Policy, Fundraising, Portfolio Management, Public Relations, Public Speaking
Education
Arizona State University 1983 — 1988
BS, Finance
Arizona State University - W. P. Carey School of Business 1983 — 1988
Bachelor's of Science, Finance
Michael Hedge, Jr.'s NAIFA Experience September 2015 - Present
Job Director of Government Relations at NAIFA
Industry Government Relations
Experience
NAIFA September 2015 - Present
Skills
Public Relations, Government Relations, Public Policy, Government Liaison, Government, Public Affairs, Media Relations, Policy Analysis, Political Campaigns, Legislative Relations, Legislation, Coalitions, Nonprofits, Public Speaking
Education
The Catholic University of America 1998 — 2001
Bachelor of Arts (B.A.), History
Georgetown University
MALS, Social and Public Policy
NAIFA September 2015 - Present
Skills
Public Relations, Government Relations, Public Policy, Government Liaison, Government, Public Affairs, Media Relations, Policy Analysis, Political Campaigns, Legislative Relations, Legislation, Coalitions, Nonprofits, Public Speaking
Education
The Catholic University of America 1998 — 2001
Bachelor of Arts (B.A.), History
Georgetown University
MALS, Social and Public Policy
George Nelson Ridings, ChFC®, CLU®, CLTC, AEP®'s NAIFA Experience 1992 - Present
Job Licensed Agent, New York Life Insurance Company
Industry Insurance
Experience
AALU 2009 - Present
Battle of Richmond Association 2001 - Present
Ridings Insurance & Financial Services, LTD. www.GeorgeRidings.com January 2000 - Present
New York Life Insurance Company August 1993 - Present
NAIFA 1992 - Present
Pattie A Clay Regional Medical Center 1994 - June 2014
Richmond Kentucky Chamber of Commerce 1995 - December 2006
Dial Page, L.P. Greenville, SC August 1990 - July 1992
U.S. House of Representatives August 1989 - May 1990
Education
Furman University 1985 — 1989
B.A., Political Science
Model High School 1973 — 1985
AALU 2009 - Present
Battle of Richmond Association 2001 - Present
Ridings Insurance & Financial Services, LTD. www.GeorgeRidings.com January 2000 - Present
New York Life Insurance Company August 1993 - Present
NAIFA 1992 - Present
Pattie A Clay Regional Medical Center 1994 - June 2014
Richmond Kentucky Chamber of Commerce 1995 - December 2006
Dial Page, L.P. Greenville, SC August 1990 - July 1992
U.S. House of Representatives August 1989 - May 1990
Education
Furman University 1985 — 1989
B.A., Political Science
Model High School 1973 — 1985
Kaitlynn Seekins's NAIFA Experience March 2015 - Present
Job Corporate Partnerships Manager
Industry Program Development
Experience
NAIFA March 2015 - Present
GSCNC October 2014 - March 2015
GSCNC September 2011 - October 2014
Performance Food Group May 2010 - August 2011
Powhatan County Commonwealth Attorney's Office May 2009 - August 2009
Skills
Program Management, Program Development, Management, Strategic Planning, Strategic Communications, Data Analysis, Event Management, Marketing, Community Outreach, Social Networking, Social Media, Organizational..., Coordinating Events, Event Planning, Research, Fundraising, Volunteer Management, Non-profits, Newsletters, Public Speaking, Budgets, Nonprofits, Team Building, Microsoft Office, Human Resources, Volunteer Recruiting, Volunteer Training, Customer Service, Leadership, Leadership Development, Conflict Resolution, Training, Marketing Communications, Community Development, Public Relations, Strategy, Recruiting, Communication, Training & Development
Education
George Mason University 2007 — 2011
B.A, Government and International Politics; Public Policy and Administration
George Mason University 2007 — 2011
Business Minor
George Mason University 2007 — 2011
Legal Studies Minor
NAIFA March 2015 - Present
GSCNC October 2014 - March 2015
GSCNC September 2011 - October 2014
Performance Food Group May 2010 - August 2011
Powhatan County Commonwealth Attorney's Office May 2009 - August 2009
Skills
Program Management, Program Development, Management, Strategic Planning, Strategic Communications, Data Analysis, Event Management, Marketing, Community Outreach, Social Networking, Social Media, Organizational..., Coordinating Events, Event Planning, Research, Fundraising, Volunteer Management, Non-profits, Newsletters, Public Speaking, Budgets, Nonprofits, Team Building, Microsoft Office, Human Resources, Volunteer Recruiting, Volunteer Training, Customer Service, Leadership, Leadership Development, Conflict Resolution, Training, Marketing Communications, Community Development, Public Relations, Strategy, Recruiting, Communication, Training & Development
Education
George Mason University 2007 — 2011
B.A, Government and International Politics; Public Policy and Administration
George Mason University 2007 — 2011
Business Minor
George Mason University 2007 — 2011
Legal Studies Minor
Darren Johansen's NAIFA Experience October 2002 - May 2012
Job Public Speaker, Owner Johansen Counseling Services
Industry Insurance
Experience
Johansen Counseling Services April 2012 - Present
NAIFA October 2002 - May 2012
Creation Tree Coaching 2006 - 2007
Skills
Public Speaking, Teaching, Counseling, Coaching, Insurance, Mentoring, Leadership Development, Team Building, Training, Employee Benefits, Psychotherapy, Sales, Leadership, Fundraising, Employee Training, Nonprofits, Small Business, Conflict Resolution, Family Therapy, Marketing, Customer Service, Process Improvement, Strategic Planning
Education
University of Phoenix 2004 — 2007
Masters, Family Counseling
Brigham Young University 1992 — 1994
Bachelor of Applied Science (B.A.Sc.), Family Sciences
Utah Valley State College 1986 — 1988
Associate of Science (A.S.), Family and Community Services
Johansen Counseling Services April 2012 - Present
NAIFA October 2002 - May 2012
Creation Tree Coaching 2006 - 2007
Skills
Public Speaking, Teaching, Counseling, Coaching, Insurance, Mentoring, Leadership Development, Team Building, Training, Employee Benefits, Psychotherapy, Sales, Leadership, Fundraising, Employee Training, Nonprofits, Small Business, Conflict Resolution, Family Therapy, Marketing, Customer Service, Process Improvement, Strategic Planning
Education
University of Phoenix 2004 — 2007
Masters, Family Counseling
Brigham Young University 1992 — 1994
Bachelor of Applied Science (B.A.Sc.), Family Sciences
Utah Valley State College 1986 — 1988
Associate of Science (A.S.), Family and Community Services
Glory Yang's NAIFA Experience 2003 - 2005
Job Acquisition Analyst at United States Department of Defense
Industry Accounting
Experience
United States Department of Defense September 2012 - Present
Booz Allen Hamilton October 2009 - September 2012
BAE Systems IT October 2006 - October 2009
Computer Sciences Corporation 2006 - 2006
NAIFA 2003 - 2005
Skills
Business Strategy, Government, Government Contracting, Strategic Planning, Program Management, Analysis, DoD, Mergers & Acquisitions, Defense, Proposal Writing, Microsoft Excel, Financial Analysis
Education
George Mason University
BA, Communications
United States Department of Defense September 2012 - Present
Booz Allen Hamilton October 2009 - September 2012
BAE Systems IT October 2006 - October 2009
Computer Sciences Corporation 2006 - 2006
NAIFA 2003 - 2005
Skills
Business Strategy, Government, Government Contracting, Strategic Planning, Program Management, Analysis, DoD, Mergers & Acquisitions, Defense, Proposal Writing, Microsoft Excel, Financial Analysis
Education
George Mason University
BA, Communications
Lucretia DiSanto's NAIFA Experience 2001 - 2005
Job Executive Director, Sales and Marketing at Consortium Health Plans
Industry Health, Wellness and Fitness
Experience
Consortium Health Plans July 2014 - Present
Consortium Health Plans January 2012 - June 2014
Consortium Health Plans January 2006 - December 2011
NAIFA 2001 - 2005
Education
American University 2009 — 2010
MA, Public Communications
Providence College 1983 — 1987
BA, Humanities
Consortium Health Plans July 2014 - Present
Consortium Health Plans January 2012 - June 2014
Consortium Health Plans January 2006 - December 2011
NAIFA 2001 - 2005
Education
American University 2009 — 2010
MA, Public Communications
Providence College 1983 — 1987
BA, Humanities
Cindy Stonum, CSA, LUTCF's NAIFA Experience July 2011 - June 2012
Job Independent Health Insurance Broker
Industry Insurance
Experience
The Stonum Agency, Inc. September 1998 - Present
NAIFA July 2011 - June 2012
Modern Woodmen of America March 2009 - January 2010
Bankers Life and Casualty January 1995 - September 1998
Skills
Medicare Supplements, Health Insurance, Long Term Care, Medicare, President, Naifa..., Long-term Care, Term Life Insurance, Fixed Annuities
Education
NAIFA Leadership in Life Institute 2011 — 2011
Longview Community College 1994 — 1995
Marketing
The American College
LUTCF
The Stonum Agency, Inc. September 1998 - Present
NAIFA July 2011 - June 2012
Modern Woodmen of America March 2009 - January 2010
Bankers Life and Casualty January 1995 - September 1998
Skills
Medicare Supplements, Health Insurance, Long Term Care, Medicare, President, Naifa..., Long-term Care, Term Life Insurance, Fixed Annuities
Education
NAIFA Leadership in Life Institute 2011 — 2011
Longview Community College 1994 — 1995
Marketing
The American College
LUTCF
Paul B. Crouch's NAIFA Experience March 2014 - Present
Job Principal at P.B.C. AND ASSOCIATES
Industry Financial Services
Experience
NAIFA March 2014 - Present
P.B.C. AND ASSOCIATES July 1980 - Present
Crouch-Walker, Corp. September 1978 - May 1980
Education
Monmouth College 1971 — 1975
BA, Psycology / Sociology
NAIFA March 2014 - Present
P.B.C. AND ASSOCIATES July 1980 - Present
Crouch-Walker, Corp. September 1978 - May 1980
Education
Monmouth College 1971 — 1975
BA, Psycology / Sociology
Magenta Ishak's NAIFA Experience 1996 - Present
Job Vice President of Political Affairs at National Association of Insurance & Financial Advisors
Industry Insurance
Experience
National Association of Insurance & Financial Advisors September 1996 - Present
NAIFA 1996 - Present
Independent Insurance Agents and Brokers of America 1987 - 1996
Skills
Politics, PAC, Management, Fundraising, Grassroots Organizing, Insurance, Small Business, Public Speaking
Education
American University 1981 — 1985
Bachelors, Political Science
American University 1981 — 1985
Bachelor's degree, Political Science and Government
National Association of Insurance & Financial Advisors September 1996 - Present
NAIFA 1996 - Present
Independent Insurance Agents and Brokers of America 1987 - 1996
Skills
Politics, PAC, Management, Fundraising, Grassroots Organizing, Insurance, Small Business, Public Speaking
Education
American University 1981 — 1985
Bachelors, Political Science
American University 1981 — 1985
Bachelor's degree, Political Science and Government
Brad Burr, CFP's NAIFA Experience 2011 - 2012
Job Financial Advisor / Account Executive
Industry Financial Services
Experience
Lovitt & Touché, Inc. November 2006 - Present
NAIFA 2011 - 2012
Scudder Annuities and Life October 2000 - September 2003
The Acacia Group 1985 - 2000
Skills
Retirement Planning, Strategic Financial..., Disability Insurance, Insurance, Life Insurance, 401k, Risk Management, Investments, Securities, Fixed Annuities, Retirement, Term Life Insurance, Health Insurance, Long-term Care, Underwriting, Employee Benefits, Health Savings Accounts, Estate Planning, Commercial Insurance, Workers Compensation, Property & Casualty..., Long Term Care Insurance, Professional Liability, IRAs, Brokers, Series 6, Umbrella Insurance, General Insurance, Casualty, Universal Life, Insurance Brokerage, Financial Planners, Whole Life, Financial Planning
Education
College for Financial Planning 1987 — 1989
CFP, Financial & Estate Planning
University of Arizona 1970 — 1975
BA, History, Economics
Lovitt & Touché, Inc. November 2006 - Present
NAIFA 2011 - 2012
Scudder Annuities and Life October 2000 - September 2003
The Acacia Group 1985 - 2000
Skills
Retirement Planning, Strategic Financial..., Disability Insurance, Insurance, Life Insurance, 401k, Risk Management, Investments, Securities, Fixed Annuities, Retirement, Term Life Insurance, Health Insurance, Long-term Care, Underwriting, Employee Benefits, Health Savings Accounts, Estate Planning, Commercial Insurance, Workers Compensation, Property & Casualty..., Long Term Care Insurance, Professional Liability, IRAs, Brokers, Series 6, Umbrella Insurance, General Insurance, Casualty, Universal Life, Insurance Brokerage, Financial Planners, Whole Life, Financial Planning
Education
College for Financial Planning 1987 — 1989
CFP, Financial & Estate Planning
University of Arizona 1970 — 1975
BA, History, Economics
Sara Builta's NAIFA Experience April 2008 - 2011
Job Graphic Designer at Standard Technology Inc.
Industry Information Technology and Services
Experience
Standard Technology Inc. February 2012 - Present
NAIFA April 2008 - 2011
Madison Marquette July 2006 - February 2008
Computer Sciences Corporation July 2004 - July 2006
Skills
Graphic Design, Corporate Identity, Adobe Creative Suite, Logo Design, Graphics, Web Design, Photoshop, Layout, Brochures, Illustrator, InDesign, Project Management
Education
Art Institute of Pittsburgh 2008 — 2008
BS, Advertising
Platt College San Diego 2000 — 2004
AS, Graphic Design
Platt College San Diego 2000 — 2004
BS, Media Arts
Standard Technology Inc. February 2012 - Present
NAIFA April 2008 - 2011
Madison Marquette July 2006 - February 2008
Computer Sciences Corporation July 2004 - July 2006
Skills
Graphic Design, Corporate Identity, Adobe Creative Suite, Logo Design, Graphics, Web Design, Photoshop, Layout, Brochures, Illustrator, InDesign, Project Management
Education
Art Institute of Pittsburgh 2008 — 2008
BS, Advertising
Platt College San Diego 2000 — 2004
AS, Graphic Design
Platt College San Diego 2000 — 2004
BS, Media Arts
Jessica Smith, MTA, CMP's NAIFA Experience May 2009 - September 2009
Job Senior Meetings Planner at American Bar Association, Section of International law
Industry Events Services
Experience
Coulter Companies September 2015 - Present
American Bar Association, Section of International law October 2009 - September 2015
NAIFA May 2009 - September 2009
Washington Link October 2008 - July 2009
George Washington University August 2008 - May 2009
PlanNet (YourMeeting.com) January 2009 - April 2009
Loucon Training and Retreat Center May 2004 - August 2008
BritishAmerican Business January 2007 - April 2007
Skills
Event Management, Event Planning, Meeting Planning, Social Media, Non-profits, Registration, Sponsorship, Marketing, Microsoft Office, Research, Editing, Nonprofits, Public Relations, Trade Shows, Corporate Events, Hospitality, Contract Negotiation, Social Media Marketing, Marketing Communications, Public Speaking, Fundraising, Volunteer Management, Budgets, Strategic Planning, Leadership, Customer Service
Education
The George Washington University - School of Business 2008 — 2009
MTA, Event and Meeting Management
Campbellsville University 2004 — 2008
BS, Marketing
Coulter Companies September 2015 - Present
American Bar Association, Section of International law October 2009 - September 2015
NAIFA May 2009 - September 2009
Washington Link October 2008 - July 2009
George Washington University August 2008 - May 2009
PlanNet (YourMeeting.com) January 2009 - April 2009
Loucon Training and Retreat Center May 2004 - August 2008
BritishAmerican Business January 2007 - April 2007
Skills
Event Management, Event Planning, Meeting Planning, Social Media, Non-profits, Registration, Sponsorship, Marketing, Microsoft Office, Research, Editing, Nonprofits, Public Relations, Trade Shows, Corporate Events, Hospitality, Contract Negotiation, Social Media Marketing, Marketing Communications, Public Speaking, Fundraising, Volunteer Management, Budgets, Strategic Planning, Leadership, Customer Service
Education
The George Washington University - School of Business 2008 — 2009
MTA, Event and Meeting Management
Campbellsville University 2004 — 2008
BS, Marketing
Larry Foley, ASA, MRICS's NAIFA Experience January 2010 - December 2012
Job Chief Appraiser at The Appraisal Department, LLC
Industry Banking
Experience
The Appraisal Department, LLC October 2013 - Present
The Appraisal Foundation 2008 - 2015
Hancock Bank February 2012 - October 2013
NAIFA January 2010 - December 2012
First Citizens Bank January 2006 - February 2012
Bank of America 2004 - 2006
Skills
Appraisals, Commercial Real Estate, Residential Homes, Real Property, FHA, Real Estate, Real Estate Economics, Mortgage Lending, Loans, Investment Properties, Valuation, Foreclosures, Real Estate Transactions, Real Estate Development, Refinance, REO, Asset Management, Due Diligence, Loss Mitigation, Brokerage, Disposition, Leases, Real Estate Financing, Loan Origination, HUD, Property Management, Underwriting, Commercial Mortgages, Mortgage Banking, Portfolio Management, Investors, Asset, Investments, Commercial Lending, Banking
Education
Eastern Connecticut State University 1978 — 1980
B.A., Economics
The Appraisal Department, LLC October 2013 - Present
The Appraisal Foundation 2008 - 2015
Hancock Bank February 2012 - October 2013
NAIFA January 2010 - December 2012
First Citizens Bank January 2006 - February 2012
Bank of America 2004 - 2006
Skills
Appraisals, Commercial Real Estate, Residential Homes, Real Property, FHA, Real Estate, Real Estate Economics, Mortgage Lending, Loans, Investment Properties, Valuation, Foreclosures, Real Estate Transactions, Real Estate Development, Refinance, REO, Asset Management, Due Diligence, Loss Mitigation, Brokerage, Disposition, Leases, Real Estate Financing, Loan Origination, HUD, Property Management, Underwriting, Commercial Mortgages, Mortgage Banking, Portfolio Management, Investors, Asset, Investments, Commercial Lending, Banking
Education
Eastern Connecticut State University 1978 — 1980
B.A., Economics
Brad Maruschak's NAIFA Experience July 2007 - June 2008
Job National Membership Committee at NAIFA
Industry Financial Services
Experience
The Spectrum Financial Group National Membership CommitteeNAIFAJuly 2008 - Present
NAIFA July 2007 - June 2008
NAIFA Baton Rouge July 2007 - June 2008
Education
Louisiana State University
Bachelors, General Studies
The Spectrum Financial Group National Membership CommitteeNAIFAJuly 2008 - Present
NAIFA July 2007 - June 2008
NAIFA Baton Rouge July 2007 - June 2008
Education
Louisiana State University
Bachelors, General Studies
Tom Currey's NAIFA Experience 2004 - 2011
Job Owner at TDC Financial Services
Industry Financial Services
Experience
TDC Financial Services March 1979 - Present
NAIFA Great Southwest 2013 - 2014
Freelance Musician 1975 - 2014
Freelance Musician 1975 - 2014
Ohio National Life May 2010 - February 2011
NAIFA 2004 - 2011
NAIFA 2009 - 2010
Skills
Disability Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Life Insurance, Whole Life, IRAs, Retirement, Retirement Planning, Health Insurance, Insurance, Sales Management, Long Term Care Insurance
Education
Texas A&M University-Commerce 1975 — 1977
Trombone Performance
Baylor University 1967 — 1972
BMEd, Music Ed
TDC Financial Services March 1979 - Present
NAIFA Great Southwest 2013 - 2014
Freelance Musician 1975 - 2014
Freelance Musician 1975 - 2014
Ohio National Life May 2010 - February 2011
NAIFA 2004 - 2011
NAIFA 2009 - 2010
Skills
Disability Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Life Insurance, Whole Life, IRAs, Retirement, Retirement Planning, Health Insurance, Insurance, Sales Management, Long Term Care Insurance
Education
Texas A&M University-Commerce 1975 — 1977
Trombone Performance
Baylor University 1967 — 1972
BMEd, Music Ed
Eric M Blondin's NAIFA Experience January 2006 - Present
Job Owner, Eric M Blondin State Farm Agency
Industry Insurance
Experience
State Farm Agent February 2009 - Present
NAIFA January 2006 - Present
MDRT January 2006 - December 2007
Skills
Insurance, Disability Insurance, Life Insurance, Health Insurance, Long-term Care, Term Life Insurance, Retirement Planning, Small Business, Fixed Annuities, Property & Casualty..., Strategic Planning, Commercial Insurance, Whole Life, Public Speaking, Social Media Marketing, Marketing, Strategic Financial...
Education
Goldey Beacom College 2004 — 2007
BS, Financial Management
christiana high 1990 — 1994
diploma
State Farm Agent February 2009 - Present
NAIFA January 2006 - Present
MDRT January 2006 - December 2007
Skills
Insurance, Disability Insurance, Life Insurance, Health Insurance, Long-term Care, Term Life Insurance, Retirement Planning, Small Business, Fixed Annuities, Property & Casualty..., Strategic Planning, Commercial Insurance, Whole Life, Public Speaking, Social Media Marketing, Marketing, Strategic Financial...
Education
Goldey Beacom College 2004 — 2007
BS, Financial Management
christiana high 1990 — 1994
diploma
Matthew Laptew's NAIFA Experience January 2013 - Present
Job Government Relations Program Manager at NAIFA National
Industry Government Relations
Experience
NAIFA January 2013 - Present
NAIFA April 2009 - December 2012
NAIFA August 2008 - May 2009
Education
Radford University
NAIFA January 2013 - Present
NAIFA April 2009 - December 2012
NAIFA August 2008 - May 2009
Education
Radford University
Randy Keng's NAIFA Experience 2011 - 2012
Job Managing Partner at Southeastern Financial Advisors
Industry Financial Services
Experience
Keng Properties, LLC. 2005 - Present
John Hancock Financial Network - Southeastern Financial Partners 1998 - Present
Southeastern Financial Advisors 1998 - Present
NAIFA 2011 - 2012
Phoenix Life Insurance Company June 1981 - August 1998
Education
Louisiana State University
Keng Properties, LLC. 2005 - Present
John Hancock Financial Network - Southeastern Financial Partners 1998 - Present
Southeastern Financial Advisors 1998 - Present
NAIFA 2011 - 2012
Phoenix Life Insurance Company June 1981 - August 1998
Education
Louisiana State University
Pete Oglesby's NAIFA Experience July 2008 - June 2010
Job Vice President Insurance Services at Ocwen Financial Corporation US
Industry Financial Services
Experience
Ocwen Financial Corporation - US March 2015 - Present
Altisource April 2013 - January 2015
State Farm Insurance March 2005 - March 2013
NAIFA July 2008 - June 2010
Fort Wayne Urban League January 2004 - March 2005
State Farm Insurance June 2002 - February 2005
State Farm Insurance 2000 - 2002
State Farm Insurance October 1999 - June 2000
State Farm Insurance March 1999 - October 1999
State Farm Insurance June 1997 - March 1999
Skills
Property & Casualty..., Insurance, Strategic Planning, Recruiting, Underwriting, Life Insurance, Whole Life, Financial Services, Term Life Insurance, Team Leadership, Budgets, REO Blanket Insurance..., Insurance Brokerage, REIT, Customer Service, Public Speaking, Homeowners, Banking, Disability Insurance, Business Coaching, Strategic Consulting, Negotiation, Microsoft Office, Universal Life, Leadership, Umbrella Insurance, Driving Results, Fixed Annuities, Sales, Long-term Care, Communication Skills, Interview Preparation, Business Acumen, Health Insurance, Business & Marketing..., Influence Without..., Statistical Data..., Marketing, Coaching, Renters, Small Business, Business Owner Planning, Analytic Problem Solving, Building Effective..., Captives, Inclusive Leadership, Business Initiatives, Leadership Courage, Contract Negotiation, Excess & Surplus Lines
Education
Florida Southern College 1981 — 1985
Bachelor of Science (B.S.), Business Administration, Management and Operations
Orange Park High School 1977 — 1981
Ocwen Financial Corporation - US March 2015 - Present
Altisource April 2013 - January 2015
State Farm Insurance March 2005 - March 2013
NAIFA July 2008 - June 2010
Fort Wayne Urban League January 2004 - March 2005
State Farm Insurance June 2002 - February 2005
State Farm Insurance 2000 - 2002
State Farm Insurance October 1999 - June 2000
State Farm Insurance March 1999 - October 1999
State Farm Insurance June 1997 - March 1999
Skills
Property & Casualty..., Insurance, Strategic Planning, Recruiting, Underwriting, Life Insurance, Whole Life, Financial Services, Term Life Insurance, Team Leadership, Budgets, REO Blanket Insurance..., Insurance Brokerage, REIT, Customer Service, Public Speaking, Homeowners, Banking, Disability Insurance, Business Coaching, Strategic Consulting, Negotiation, Microsoft Office, Universal Life, Leadership, Umbrella Insurance, Driving Results, Fixed Annuities, Sales, Long-term Care, Communication Skills, Interview Preparation, Business Acumen, Health Insurance, Business & Marketing..., Influence Without..., Statistical Data..., Marketing, Coaching, Renters, Small Business, Business Owner Planning, Analytic Problem Solving, Building Effective..., Captives, Inclusive Leadership, Business Initiatives, Leadership Courage, Contract Negotiation, Excess & Surplus Lines
Education
Florida Southern College 1981 — 1985
Bachelor of Science (B.S.), Business Administration, Management and Operations
Orange Park High School 1977 — 1981
John Ridoux's NAIFA Experience 2005 - July 2013
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Insurance
Experience
Diversified Benefits, Inc. January 2004 - Present
Diverified Benefits, Inc. January 2004 - Present
Allstate Financial Services, LLC January 2004 - Present
NAIFA 2005 - July 2013
Allstate 1972 - 2004
Skills
Disability Insurance, Life Insurance, Term Life Insurance, Health Insurance, Insurance, Property & Casualty..., Accident, Commercial Insurance, Employee Benefits, Umbrella Insurance, Retirement, Homeowners, Workers Compensation, Casualty, General Insurance, Retirement Planning, Sales Management, Strategic Planning, Sales, Claim, Whole Life, Long-term Care, Fixed Annuities, Investments, Long Term Care Insurance, 401k, Liability, Small Business, Health Savings Accounts, Professional Liability, Renters, Strategic Financial..., Motorcycle, Series 6, Group Insurance, Financial Planners, Financial Advisory, Agents, Legal Liability, Mutual Funds, Series 63, Underwriting, Estate Planning, Brokers, Commercial Lines, Claims Management, Universal Life, Critical Illness, IRAs
Education
Indiana University Bloomington 1964 — 1968
Bachelor's degree, Finance
Kokomo High School 1960 — 1964
Diversified Benefits, Inc. January 2004 - Present
Diverified Benefits, Inc. January 2004 - Present
Allstate Financial Services, LLC January 2004 - Present
NAIFA 2005 - July 2013
Allstate 1972 - 2004
Skills
Disability Insurance, Life Insurance, Term Life Insurance, Health Insurance, Insurance, Property & Casualty..., Accident, Commercial Insurance, Employee Benefits, Umbrella Insurance, Retirement, Homeowners, Workers Compensation, Casualty, General Insurance, Retirement Planning, Sales Management, Strategic Planning, Sales, Claim, Whole Life, Long-term Care, Fixed Annuities, Investments, Long Term Care Insurance, 401k, Liability, Small Business, Health Savings Accounts, Professional Liability, Renters, Strategic Financial..., Motorcycle, Series 6, Group Insurance, Financial Planners, Financial Advisory, Agents, Legal Liability, Mutual Funds, Series 63, Underwriting, Estate Planning, Brokers, Commercial Lines, Claims Management, Universal Life, Critical Illness, IRAs
Education
Indiana University Bloomington 1964 — 1968
Bachelor's degree, Finance
Kokomo High School 1960 — 1964
James D Tesso PhD's NAIFA Experience 1982 - 2006
Job Owner, Agio Consulting
Industry Real Estate
Experience
Agio Consulting American Savings BankBanking & Finance1981 - 2010
NAIFA 1982 - 2006
Education
Southern Illinois University, Carbondale
WED E&T, Workforce Education
Agio Consulting American Savings BankBanking & Finance1981 - 2010
NAIFA 1982 - 2006
Education
Southern Illinois University, Carbondale
WED E&T, Workforce Education
Crystal Ngo's NAIFA Experience August 2008 - July 2010
Job Ph.D. Student at Brown University
Industry Higher Education
Experience
Brown University August 2010 - Present
NAIFA August 2008 - July 2010
Mosaica February 2008 - July 2008
NAVASA November 2006 - October 2007
Education
Brown University 2010 — 2016
Ph.D. in progress, American Studies
Smith College 2002 — 2006
B.A., American Studies
Brown University August 2010 - Present
NAIFA August 2008 - July 2010
Mosaica February 2008 - July 2008
NAVASA November 2006 - October 2007
Education
Brown University 2010 — 2016
Ph.D. in progress, American Studies
Smith College 2002 — 2006
B.A., American Studies
Cathy Carlson's NAIFA Experience July 2007 - Present
Job Registered Rep at Invest Financial Corportaion
Industry Insurance
Experience
Invest Financial Corportaion October 2010 - Present
Kentucky Farm Bureau April 2008 - Present
Kentucky Farm Bureau Insurance 2008 - Present
NAIFA July 2007 - Present
Skills
Insurance, Life Insurance, Commercial Insurance, Property & Casualty..., Customer Service, Health Insurance, General Insurance, Liability, Underwriting, Disability Insurance, Retirement income...
Education
Northern Kentucky University
Invest Financial Corportaion October 2010 - Present
Kentucky Farm Bureau April 2008 - Present
Kentucky Farm Bureau Insurance 2008 - Present
NAIFA July 2007 - Present
Skills
Insurance, Life Insurance, Commercial Insurance, Property & Casualty..., Customer Service, Health Insurance, General Insurance, Liability, Underwriting, Disability Insurance, Retirement income...
Education
Northern Kentucky University
Terry Headley's NAIFA Experience 2010 - 2011
Job
Industry Financial Services
Experience
Headley Financial Group 1982 - Present
Principal Financial Group 1973 - 2014
NAIFA 2010 - 2011
Skills
Long-term Care, Retirement Planning, Life Insurance, Association Management, Health Insurance, Term Life Insurance, Disability Insurance, Estate Planning, Retirement, Fixed Annuities, Employee Benefits, Business Planning, Insurance, 401k, Universal Life, Long Term Care Insurance, Financial Planners, Whole Life, Series 6, Critical Illness, IRAs, 401k Rollovers, Roth IRA, Wealth, Wealth Accumulation, Financial Advisory, Strategic Financial..., Financial Planning
Education
Doane College
Economics & Political Science
Headley Financial Group 1982 - Present
Principal Financial Group 1973 - 2014
NAIFA 2010 - 2011
Skills
Long-term Care, Retirement Planning, Life Insurance, Association Management, Health Insurance, Term Life Insurance, Disability Insurance, Estate Planning, Retirement, Fixed Annuities, Employee Benefits, Business Planning, Insurance, 401k, Universal Life, Long Term Care Insurance, Financial Planners, Whole Life, Series 6, Critical Illness, IRAs, 401k Rollovers, Roth IRA, Wealth, Wealth Accumulation, Financial Advisory, Strategic Financial..., Financial Planning
Education
Doane College
Economics & Political Science
Blane Perry's NAIFA Experience December 2010 - Present
Job Director of Information Services Operations at NAIFA
Industry Financial Services
Experience
NAIFA December 2010 - Present
NAIFA August 2005 - December 2010
Document Technologies June 2001 - July 2005
Skills
Management, Dreamweaver, Photography, Social Media, Servers, Insurance, Information Technology, Nonprofits, Leadership, Networking, Public Speaking, Program Management, Strategic Planning, Project Management, Team Building
Education
Northern Virginia Community College 2005 — 2007
Information Services
New Horizons Computer Learning 2002 — 2003
MCSE, Information Services
Portland Community College 1998 — 1999
Information Services
NAIFA December 2010 - Present
NAIFA August 2005 - December 2010
Document Technologies June 2001 - July 2005
Skills
Management, Dreamweaver, Photography, Social Media, Servers, Insurance, Information Technology, Nonprofits, Leadership, Networking, Public Speaking, Program Management, Strategic Planning, Project Management, Team Building
Education
Northern Virginia Community College 2005 — 2007
Information Services
New Horizons Computer Learning 2002 — 2003
MCSE, Information Services
Portland Community College 1998 — 1999
Information Services
John Ruckel's NAIFA Experience 1999 - 2000
Job Owner, Ruckel Insurance & Financial Group
Industry Insurance
Experience
Ruckel Insurance & Financial Advisors April 1993 - Present
American General & Massachusetts Mutual June 1969 - Present
National Association of Insurance & Financial Advisors September 1994 - September 2001
NAIFA Board 1994 - 2001
NAIFA 1999 - 2000
Skills
Insurance, Strategic Planning, Life Insurance, Customer Service, Disability Insurance, Health Insurance
Education
Stephen F. Austin State University 1966 — 1970
BBA, Management
Ruckel Insurance & Financial Advisors April 1993 - Present
American General & Massachusetts Mutual June 1969 - Present
National Association of Insurance & Financial Advisors September 1994 - September 2001
NAIFA Board 1994 - 2001
NAIFA 1999 - 2000
Skills
Insurance, Strategic Planning, Life Insurance, Customer Service, Disability Insurance, Health Insurance
Education
Stephen F. Austin State University 1966 — 1970
BBA, Management
Elizabeth Fasano's NAIFA Experience May 2002 - March 2003
Job Accountant at Verner H. Free, CPA
Industry Financial Services
Experience
Verner H. Free, CPA December 2014 - Present
Prymak October 2012 - Present
Grayling Industries August 2013 - August 2015
ADG Enterprises, Inc. November 2012 - April 2013
WEG Electric Corp July 2005 - June 2012
Pike Nursery Holdings, LLC March 2003 - July 2005
NAIFA May 2002 - March 2003
Schwan’s Bakery Inc June 1998 - April 2002
Finlay Fine Jewelry April 1994 - January 1995
Northrop Grumman May 1990 - April 1994
Skills
Business Analysis, Microsoft Office, Variance Analysis, General Ledger, Accounting, Essbase, Financial Reporting, Accounts Payable, Account Reconciliation, Budgets, Process Improvement, SAP, Payroll, Auditing, Internal Controls, Manufacturing, Business Process..., Accounts Receivable, Inventory Management, Fixed Assets, QuickBooks, Journal Entries, Accruals, Finance, Analysis, Invoicing, Management, Sarbanes-Oxley Act, Training, Leadership, Human Resources, Financial Statements, Forecasting, Time Management, Microsoft Excel, Bank Reconciliation, Internal Audit, Financial Analysis, Financial Accounting, Great Plains Software, Cash Flow, Strategic Financial..., Tax, GAAP, P&L, Mergers & Acquisitions, Consolidation, Corporate Finance, JD Edwards, Pricing
Education
SUNY at Old Westbury 1988 — 1990
Bachelor of Science, Accounting
State University of New York College at Old Westbury 1988 — 1990
BS, Accounting
Verner H. Free, CPA December 2014 - Present
Prymak October 2012 - Present
Grayling Industries August 2013 - August 2015
ADG Enterprises, Inc. November 2012 - April 2013
WEG Electric Corp July 2005 - June 2012
Pike Nursery Holdings, LLC March 2003 - July 2005
NAIFA May 2002 - March 2003
Schwan’s Bakery Inc June 1998 - April 2002
Finlay Fine Jewelry April 1994 - January 1995
Northrop Grumman May 1990 - April 1994
Skills
Business Analysis, Microsoft Office, Variance Analysis, General Ledger, Accounting, Essbase, Financial Reporting, Accounts Payable, Account Reconciliation, Budgets, Process Improvement, SAP, Payroll, Auditing, Internal Controls, Manufacturing, Business Process..., Accounts Receivable, Inventory Management, Fixed Assets, QuickBooks, Journal Entries, Accruals, Finance, Analysis, Invoicing, Management, Sarbanes-Oxley Act, Training, Leadership, Human Resources, Financial Statements, Forecasting, Time Management, Microsoft Excel, Bank Reconciliation, Internal Audit, Financial Analysis, Financial Accounting, Great Plains Software, Cash Flow, Strategic Financial..., Tax, GAAP, P&L, Mergers & Acquisitions, Consolidation, Corporate Finance, JD Edwards, Pricing
Education
SUNY at Old Westbury 1988 — 1990
Bachelor of Science, Accounting
State University of New York College at Old Westbury 1988 — 1990
BS, Accounting
Sam Rose III LUTCF's NAIFA Experience 2010 - Present
Job Financial Representative at Western Southern Financial Group
Industry Financial Services
Experience
NAIFA 2010 - Present
Western & Southern Financial Group March 1997 - Present
Western Southern Financial Group March 1997 - Present
Skills
Disability Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Health Insurance, IRAs, Whole Life, Insurance, Critical Illness, Long Term Care Insurance, Universal Life, 401k
Education
Indiana University South Bend 1982 — 1983
Concord High 1975 — 1978
NAIFA 2010 - Present
Western & Southern Financial Group March 1997 - Present
Western Southern Financial Group March 1997 - Present
Skills
Disability Insurance, Life Insurance, Term Life Insurance, Fixed Annuities, Long-term Care, Retirement Planning, Retirement, Health Insurance, IRAs, Whole Life, Insurance, Critical Illness, Long Term Care Insurance, Universal Life, 401k
Education
Indiana University South Bend 1982 — 1983
Concord High 1975 — 1978
Brenda D. Doty's NAIFA Experience September 2009 - September 2013
Job Owner at The Doty Group, Inc.
Industry Insurance
Experience
The Doty Group, Inc. June 2010 - Present
Doty Family Funeral and Memorial Service December 2013 - Present
First Guaranty Insurance Company October 2011 - March 2015
NAIFA September 2009 - September 2013
Citizens Fidelity Insurance Company April 1997 - June 2009
Skills
Team Building, Leadership Development, Marketing Strategy, Sales Management, Business Development, Team Management, Public Speaking, Motivational Speaking, Bible teaching, Vocalist, Pianist, Fixed Annuities, Life Insurance, Small Business, Strategic Planning, Recruiting, Insurance, Marketing, Fundraising, Leadership, Training, Term Life Insurance, Public Relations, Disability Insurance, Long-term Care, Financial Advisory, Sales, Retirement Planning, Retirement, Whole Life, IRAs, 401k
Education
Arkansas State University 1975 — 1979
BME, Music
Jonesboro High School 1973 — 1975
The Doty Group, Inc. June 2010 - Present
Doty Family Funeral and Memorial Service December 2013 - Present
First Guaranty Insurance Company October 2011 - March 2015
NAIFA September 2009 - September 2013
Citizens Fidelity Insurance Company April 1997 - June 2009
Skills
Team Building, Leadership Development, Marketing Strategy, Sales Management, Business Development, Team Management, Public Speaking, Motivational Speaking, Bible teaching, Vocalist, Pianist, Fixed Annuities, Life Insurance, Small Business, Strategic Planning, Recruiting, Insurance, Marketing, Fundraising, Leadership, Training, Term Life Insurance, Public Relations, Disability Insurance, Long-term Care, Financial Advisory, Sales, Retirement Planning, Retirement, Whole Life, IRAs, 401k
Education
Arkansas State University 1975 — 1979
BME, Music
Jonesboro High School 1973 — 1975
Julee Hastings's NAIFA Experience March 2011 - September 2011
Job Computer Software Professional
Industry Computer Software
Experience
Zyrra November 2011 - Present
National Association of Insurance May 2011 - September 2011
NAIFA March 2011 - September 2011
Suntrust January 1998 - January 2002
SunTrust Bank 1998 - 2000
Florida State Board of Administration October 1989 - June 1998
Florida State Board of Administration January 1989 - January 1998
Governor's January 1986 - January 1989
Governor's Office of Employee Relations 1986 - 1989
Rehabilitation Support Services, Inc January 1982 - January 1986
Skills
Certified Pharmacy..., Non-profits, Databases, HTML, Investments, Management, Teamwork, Business Analysis, Team Leadership, Accounting, Entrepreneurship
Education
Microsoft University
Certificate, Database Development
Godby High School 1970 — 1973
Finalized my high school senior
Math/Science
Tallahassee Jr. College
Engineering
Tallahassee Community College
Zyrra November 2011 - Present
National Association of Insurance May 2011 - September 2011
NAIFA March 2011 - September 2011
Suntrust January 1998 - January 2002
SunTrust Bank 1998 - 2000
Florida State Board of Administration October 1989 - June 1998
Florida State Board of Administration January 1989 - January 1998
Governor's January 1986 - January 1989
Governor's Office of Employee Relations 1986 - 1989
Rehabilitation Support Services, Inc January 1982 - January 1986
Skills
Certified Pharmacy..., Non-profits, Databases, HTML, Investments, Management, Teamwork, Business Analysis, Team Leadership, Accounting, Entrepreneurship
Education
Microsoft University
Certificate, Database Development
Godby High School 1970 — 1973
Finalized my high school senior
Math/Science
Tallahassee Jr. College
Engineering
Tallahassee Community College
Christina Elguezabal's NAIFA Experience June 1986 - September 1989
Job Broker
Industry Real Estate
Experience
Elguezabal Realty March 1995 - 2015
Wagner & Truax, Pumila and Assoc, Claude J. Pumila July 1976 - 2015
Brusly Ele, Orleans Parish, Jefferson Parish, St Francis Xavier, Aldine ISD, Clear Creek ISD September 1968 - November 2014
Claude J. Pumila, Pumila & Assoc, Heffner & Assoc, Appraisal Resources, Appraisal Research June 1977 - August 2006
FHA August 1986 - December 1991
NAIFA June 1986 - September 1989
Education
Loyola University, St. Thomas 1975 — 1988
Elementary Education
Louisiana State University 1966 — 1968
Bachelor’s Degree, Elementary Education
Tulane University 1964 — 1966
Art
Elguezabal Realty March 1995 - 2015
Wagner & Truax, Pumila and Assoc, Claude J. Pumila July 1976 - 2015
Brusly Ele, Orleans Parish, Jefferson Parish, St Francis Xavier, Aldine ISD, Clear Creek ISD September 1968 - November 2014
Claude J. Pumila, Pumila & Assoc, Heffner & Assoc, Appraisal Resources, Appraisal Research June 1977 - August 2006
FHA August 1986 - December 1991
NAIFA June 1986 - September 1989
Education
Loyola University, St. Thomas 1975 — 1988
Elementary Education
Louisiana State University 1966 — 1968
Bachelor’s Degree, Elementary Education
Tulane University 1964 — 1966
Art